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
John Gothard John Gothard's Morgan Stanley Smith Barney Experience June 2007 - March 2008
Job Inside Sales at Celtek
Industry Marketing and Advertising
Experience
Celtek November 2014 - Present
The Mad Hueys June 2014 - September 2014
Surfline May 2011 - August 2013
Clarinova Inc March 2010 - May 2011
UBS March 2008 - August 2009
SDSU Finance & Investment Society June 2008 - December 2008
Morgan Stanley Smith Barney June 2007 - March 2008
Skills
Sales, Retail, Online Advertising, Social Media Marketing, Sports, Marketing Strategy, Online Marketing, Digital Marketing, Email Marketing, Social Media, Logo Design, Brand Development, Social Networking, E-commerce, Advertising, Brand Management, Digital Media, Product Marketing, Direct Marketing, Trade Shows, Lead Generation, Strategic Partnerships, Digital Strategy, New Business Development
Education
San Diego State University-California State University 2006 — 2010
Economics
Dale Carnegie Training
Leadership Training for Managers
Dale Carnegie Training
Sales Advantage Course
American Management Association
Advanced Sales Management Course
Celtek November 2014 - Present
The Mad Hueys June 2014 - September 2014
Surfline May 2011 - August 2013
Clarinova Inc March 2010 - May 2011
UBS March 2008 - August 2009
SDSU Finance & Investment Society June 2008 - December 2008
Morgan Stanley Smith Barney June 2007 - March 2008
Skills
Sales, Retail, Online Advertising, Social Media Marketing, Sports, Marketing Strategy, Online Marketing, Digital Marketing, Email Marketing, Social Media, Logo Design, Brand Development, Social Networking, E-commerce, Advertising, Brand Management, Digital Media, Product Marketing, Direct Marketing, Trade Shows, Lead Generation, Strategic Partnerships, Digital Strategy, New Business Development
Education
San Diego State University-California State University 2006 — 2010
Economics
Dale Carnegie Training
Leadership Training for Managers
Dale Carnegie Training
Sales Advantage Course
American Management Association
Advanced Sales Management Course
Jon Lawrance Jon Lawrance's Morgan Stanley Smith Barney Experience January 2008 - January 2009
Job Internal Business Consultant at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments June 2015 - Present
E.S. Schwartz and Company, Inc. April 2009 - December 2014
Morgan Stanley Smith Barney January 2008 - January 2009
Skills
Investments, Asset Allocation, Investment Strategies, Portfolio Management, Mutual Funds, Series 65, Fixed Income, Equities, Equity Trading, Microsoft Excel, ETFs, Asset Management, Securities, Strategic Financial..., Bloomberg, Series 7, Series 63, Series 56
Education
Saint Anselm College 2004 — 2008
Bachelor's degree, Business
John Hancock Investments June 2015 - Present
E.S. Schwartz and Company, Inc. April 2009 - December 2014
Morgan Stanley Smith Barney January 2008 - January 2009
Skills
Investments, Asset Allocation, Investment Strategies, Portfolio Management, Mutual Funds, Series 65, Fixed Income, Equities, Equity Trading, Microsoft Excel, ETFs, Asset Management, Securities, Strategic Financial..., Bloomberg, Series 7, Series 63, Series 56
Education
Saint Anselm College 2004 — 2008
Bachelor's degree, Business
David E. Marshall, CFP® David E. Marshall, CFP®'s Morgan Stanley Smith Barney Experience September 1998 - February 2009
Job Account Vice President, Financial Advisor
Industry Financial Services
Experience
UBS February 2009 - Present
Morgan Stanley Smith Barney September 1998 - February 2009
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2009 — 2013
Master of Business Administration (MBA), Finance, Corporate Accounting, Strategy
Saint Bonaventure University 1996 — 1998
Bachelor of Arts, History, Education
UBS February 2009 - Present
Morgan Stanley Smith Barney September 1998 - February 2009
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2009 — 2013
Master of Business Administration (MBA), Finance, Corporate Accounting, Strategy
Saint Bonaventure University 1996 — 1998
Bachelor of Arts, History, Education
Ronalyn Medina Ronalyn Medina's Morgan Stanley Smith Barney Experience September 2009 - December 2013
Job Vice President at Morgan Stanley Wealth Management
Industry Information Technology and Services
Experience
Morgan Stanley Wealth Management January 2014 - Present
Genpact Headstrong Capital Markets June 1997 - January 2014
Morgan Stanley Smith Barney September 2009 - December 2013
Pitney Bowes Business Insight June 2006 - September 2009
Capital One Auto Finance February 2006 - April 2007
Group 1 Software March 2003 - July 2005
Rexel 2000 - 2003
James Martin & Co. June 1997 - April 2000
Skills
Scrum, Testing, Outsourcing, Software Quality..., Analysis, Offshore Project..., Software Project..., Agile Methodologies, Business Analysis, CRM, Data Center, Integration, Management, PMP, Project Management, Quality Assurance, Requirements Analysis, Requirements Gathering, SDLC, Software Development
Education
Saint Paul University 1994 — 1997
BSICS, Information and Computer Science
Morgan Stanley Wealth Management January 2014 - Present
Genpact Headstrong Capital Markets June 1997 - January 2014
Morgan Stanley Smith Barney September 2009 - December 2013
Pitney Bowes Business Insight June 2006 - September 2009
Capital One Auto Finance February 2006 - April 2007
Group 1 Software March 2003 - July 2005
Rexel 2000 - 2003
James Martin & Co. June 1997 - April 2000
Skills
Scrum, Testing, Outsourcing, Software Quality..., Analysis, Offshore Project..., Software Project..., Agile Methodologies, Business Analysis, CRM, Data Center, Integration, Management, PMP, Project Management, Quality Assurance, Requirements Analysis, Requirements Gathering, SDLC, Software Development
Education
Saint Paul University 1994 — 1997
BSICS, Information and Computer Science
Steven Loerke Steven Loerke's Morgan Stanley Smith Barney Experience October 2001 - January 2006
Job Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. 2006 - Present
Morgan Stanley Smith Barney October 2001 - January 2006
Education
St. Mary's College of California 1995 — 1999
BA, Business Administration
UBS Financial Services Inc. 2006 - Present
Morgan Stanley Smith Barney October 2001 - January 2006
Education
St. Mary's College of California 1995 — 1999
BA, Business Administration
Chris Clarke Chris Clarke's Morgan Stanley Smith Barney Experience May 2007 - August 2011
Job Account Executive at Randstad Technologies US
Industry Information Technology and Services
Experience
Randstad Technologies US March 2015 - Present
Randstad Technologies US August 2013 - Present
RBC Wealth Management May 2012 - August 2012
Morgan Stanley Smith Barney May 2007 - August 2011
Skills
Technical Recruiting, Screening, Recruiting, Morningstar, Bloomberg Terminal, Asset Allocation, Alternative Investments, Thompson One, Investments, Fixed Income, FINRA, Wealth Management, Mutual Funds, Retirement Planning, ETFs, Securities, Investment Strategies, Portfolio Management, Communication Skills, Sales Process, Interviews, Microsoft Office, Management, Customer Service, Temporary Placement, Sourcing, Microsoft Excel, SDLC
Education
Saint Mary's College of California 2011 — 2013
Bachelor’s Degree, Political Science
Randstad Technologies US March 2015 - Present
Randstad Technologies US August 2013 - Present
RBC Wealth Management May 2012 - August 2012
Morgan Stanley Smith Barney May 2007 - August 2011
Skills
Technical Recruiting, Screening, Recruiting, Morningstar, Bloomberg Terminal, Asset Allocation, Alternative Investments, Thompson One, Investments, Fixed Income, FINRA, Wealth Management, Mutual Funds, Retirement Planning, ETFs, Securities, Investment Strategies, Portfolio Management, Communication Skills, Sales Process, Interviews, Microsoft Office, Management, Customer Service, Temporary Placement, Sourcing, Microsoft Excel, SDLC
Education
Saint Mary's College of California 2011 — 2013
Bachelor’s Degree, Political Science
Blake Galullo's Morgan Stanley Smith Barney Experience June 2014 - August 2014
Job Student Ambassador at Sacred Heart University
Industry Computer Networking
Experience
Sacred Heart University May 2015 - Present
Sacred Heart University August 2014 - Present
Life Care Services May 2015 - August 2015
Morgan Stanley Smith Barney June 2014 - August 2014
The Concierge Group May 2014 - August 2014
Sacred Heart University February 2014 - April 2014
Sacred Heart University September 2012 - April 2014
Skills
Social Media, People Skills, Communication, Digital Media, Digital Marketing, Website Development, Microsoft Word, Microsoft Excel, PowerPoint, Leadership, Teamwork, Research
Education
Sacred Heart University 2012 — 2016
Bachelor of Arts (B.A.), Digital Communication and Media/Multimedia Concentration in Public Relations and Media Advertising
Cheshire High School 2008 — 2012
Sacred Heart University May 2015 - Present
Sacred Heart University August 2014 - Present
Life Care Services May 2015 - August 2015
Morgan Stanley Smith Barney June 2014 - August 2014
The Concierge Group May 2014 - August 2014
Sacred Heart University February 2014 - April 2014
Sacred Heart University September 2012 - April 2014
Skills
Social Media, People Skills, Communication, Digital Media, Digital Marketing, Website Development, Microsoft Word, Microsoft Excel, PowerPoint, Leadership, Teamwork, Research
Education
Sacred Heart University 2012 — 2016
Bachelor of Arts (B.A.), Digital Communication and Media/Multimedia Concentration in Public Relations and Media Advertising
Cheshire High School 2008 — 2012
Leones Lauredent Leones Lauredent's Morgan Stanley Smith Barney Experience December 2011 - February 2012
Job Reporting Specialist
Industry Real Estate
Experience
Stewart Lender Services May 2013 - Present
PHH Mortgage May 2012 - January 2013
Saint Joseph's University August 2010 - May 2012
Morgan Stanley Smith Barney December 2011 - February 2012
Five Below June 2011 - July 2011
Parkway Corporation September 2010 - December 2010
George Washington University September 2008 - May 2010
George Washington University May 2008 - May 2010
Motorcycle Riders Foundation April 2008 - May 2010
African Wildlife Foundation December 2009 - March 2010
Skills
Java, HTML, Excel, Microsoft Excel, Databases, Research, Microsoft Office, SPSS, Data Analysis, Non-profits, PowerPoint, Social Media, Project Management, Editing, Data Entry, Social Networking, Time Management
Education
Saint Joseph's University 2010 — 2012
Master of Science, Organizational Development & Leadership
The George Washington University 2006 — 2010
Bachelor of Arts, Psychology
Stewart Lender Services May 2013 - Present
PHH Mortgage May 2012 - January 2013
Saint Joseph's University August 2010 - May 2012
Morgan Stanley Smith Barney December 2011 - February 2012
Five Below June 2011 - July 2011
Parkway Corporation September 2010 - December 2010
George Washington University September 2008 - May 2010
George Washington University May 2008 - May 2010
Motorcycle Riders Foundation April 2008 - May 2010
African Wildlife Foundation December 2009 - March 2010
Skills
Java, HTML, Excel, Microsoft Excel, Databases, Research, Microsoft Office, SPSS, Data Analysis, Non-profits, PowerPoint, Social Media, Project Management, Editing, Data Entry, Social Networking, Time Management
Education
Saint Joseph's University 2010 — 2012
Master of Science, Organizational Development & Leadership
The George Washington University 2006 — 2010
Bachelor of Arts, Psychology
Timothy J. Umbehauer Timothy J. Umbehauer's Morgan Stanley Smith Barney Experience April 1992 - February 2006
Job First Vice PresidentWealth Management Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2006 - Present
Morgan Stanley Smith Barney April 1992 - February 2006
Discount Corporation of New York 1989 - 1992
RMJ Securities Corporation 1986 - 1989
Skills
Series 65, Series 7, 401k Rollovers, Wealth Management, Series 63, Saving for Education, 529 Plans, Separately Managed..., Wealth Management..., Retirement Planning, Asset Allocation, Investment Advisory, FINRA, Financial Analysis, Investment Strategies, Estate Planning, Personal Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 1983 — 1986
Bachelor of Science, Marketing
Shawnee High School
Merrill Lynch February 2006 - Present
Morgan Stanley Smith Barney April 1992 - February 2006
Discount Corporation of New York 1989 - 1992
RMJ Securities Corporation 1986 - 1989
Skills
Series 65, Series 7, 401k Rollovers, Wealth Management, Series 63, Saving for Education, 529 Plans, Separately Managed..., Wealth Management..., Retirement Planning, Asset Allocation, Investment Advisory, FINRA, Financial Analysis, Investment Strategies, Estate Planning, Personal Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 1983 — 1986
Bachelor of Science, Marketing
Shawnee High School
John Mikhael John Mikhael's Morgan Stanley Smith Barney Experience 2000 - 2006
Job Associate Director at Strategies for Wealth
Industry Financial Services
Experience
Strategies for Wealth March 2013 - Present
Valic Financial Advisors March 2011 - January 2013
Wells Fargo Advisors January 2009 - March 2011
Banc of America Investments 2006 - 2009
Morgan Stanley Smith Barney 2000 - 2006
Citigroup Asset Management 2000 - 2003
Skills
Investments, Portfolio Management, Alternative Investments, Asset Management, Asset Allocation, Wealth Management, Finance, Trading, Strategic Financial..., Risk Management, Investment Strategies, Series 7, Investment Advisory, Fixed Income, Relationship Management, Financial Planning, Investor Relations, Retirement Planning, Financial Advisory, Estate Planning, Equities, Financial Services, Asset Managment, Mutual Funds, 401k, Retirement, Securities, Series 63, High Net Worth..., Hedge Funds, FINRA, Bonds, Options, Insurance, high-level relationship..., Investor Development, Client Retention and..., Multi Asset Class..., ETFs, Management, Due Diligence, Strategic Planning, Capital Markets, Investment Management, Bloomberg, Leadership, Envestnet, NetX360, Onboarding, Steetscape
Education
Rutgers, The State University of New Jersey-Newark 1993 — 2000
Rutgers, The State University of New Jersey-Newark
Strategies for Wealth March 2013 - Present
Valic Financial Advisors March 2011 - January 2013
Wells Fargo Advisors January 2009 - March 2011
Banc of America Investments 2006 - 2009
Morgan Stanley Smith Barney 2000 - 2006
Citigroup Asset Management 2000 - 2003
Skills
Investments, Portfolio Management, Alternative Investments, Asset Management, Asset Allocation, Wealth Management, Finance, Trading, Strategic Financial..., Risk Management, Investment Strategies, Series 7, Investment Advisory, Fixed Income, Relationship Management, Financial Planning, Investor Relations, Retirement Planning, Financial Advisory, Estate Planning, Equities, Financial Services, Asset Managment, Mutual Funds, 401k, Retirement, Securities, Series 63, High Net Worth..., Hedge Funds, FINRA, Bonds, Options, Insurance, high-level relationship..., Investor Development, Client Retention and..., Multi Asset Class..., ETFs, Management, Due Diligence, Strategic Planning, Capital Markets, Investment Management, Bloomberg, Leadership, Envestnet, NetX360, Onboarding, Steetscape
Education
Rutgers, The State University of New Jersey-Newark 1993 — 2000
Rutgers, The State University of New Jersey-Newark
Cynthia Ghaffari Cynthia Ghaffari's Morgan Stanley Smith Barney Experience August 2005 - December 2011
Job Complex Business Development Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2014 - Present
Connecticut Women's Business Development Council May 2014 - September 2014
Morgan Stanley Wealth Management January 2012 - April 2014
Morgan Stanley Smith Barney August 2005 - December 2011
Morgan Stanley June 2004 - August 2005
Morgan Stanley May 1999 - June 2004
BankAmerica Investment Services, Inc. April 1993 - April 1999
Charles Schwab November 1988 - March 1993
Skills
Fixed Income, Capital Markets, Investments, Bonds, Portfolio Management, Financial Services, Financial Advisory, Marketing, Series 7, Series 63, Wealth Management, Securities, Equities, Series 24, Asset Managment, FINRA, Mutual Funds, Asset Allocation, Investment Strategies, Asset Management
Education
San Diego State University-California State University
Bachelor of Science, Business Administration - Finance
University of California, Berkeley
Certificate, Personal Financial Planning
Morgan Stanley Wealth Management October 2014 - Present
Connecticut Women's Business Development Council May 2014 - September 2014
Morgan Stanley Wealth Management January 2012 - April 2014
Morgan Stanley Smith Barney August 2005 - December 2011
Morgan Stanley June 2004 - August 2005
Morgan Stanley May 1999 - June 2004
BankAmerica Investment Services, Inc. April 1993 - April 1999
Charles Schwab November 1988 - March 1993
Skills
Fixed Income, Capital Markets, Investments, Bonds, Portfolio Management, Financial Services, Financial Advisory, Marketing, Series 7, Series 63, Wealth Management, Securities, Equities, Series 24, Asset Managment, FINRA, Mutual Funds, Asset Allocation, Investment Strategies, Asset Management
Education
San Diego State University-California State University
Bachelor of Science, Business Administration - Finance
University of California, Berkeley
Certificate, Personal Financial Planning
Bernard J. Fasciano Bernard J. Fasciano's Morgan Stanley Smith Barney Experience December 1998 - April 2014
Job Senior Vice PresidentWeath Management; Senior Portfolio Manager at UBS Wealth Management
Industry Financial Services
Experience
Fasciano Wealth Management at UBS Financial Services, Inc. April 2014 - Present
Morgan Stanley Smith Barney December 1998 - April 2014
New Jersey Mortgage & Investment Corp. 1997 - 1998
Continental Real Estate Group, Inc. 1995 - 1997
Tanaka Capital Management, Inc. 1994 - 1995
Systematic Financial Management, Inc. 1989 - 1993
Skills
Series 7, Portfolio Management, Series 65, Wealth Management
Education
Rutgers, The State University of New Jersey-Newark 1984 — 1988
Bachelor of Science (B.S.), Marketing
University of Pennsylvania - The Wharton School
Investment Consulting
Fasciano Wealth Management at UBS Financial Services, Inc. April 2014 - Present
Morgan Stanley Smith Barney December 1998 - April 2014
New Jersey Mortgage & Investment Corp. 1997 - 1998
Continental Real Estate Group, Inc. 1995 - 1997
Tanaka Capital Management, Inc. 1994 - 1995
Systematic Financial Management, Inc. 1989 - 1993
Skills
Series 7, Portfolio Management, Series 65, Wealth Management
Education
Rutgers, The State University of New Jersey-Newark 1984 — 1988
Bachelor of Science (B.S.), Marketing
University of Pennsylvania - The Wharton School
Investment Consulting
Jon Earl Jon Earl's Morgan Stanley Smith Barney Experience February 2005 - June 2012
Job Vice President at M. Griffith Inc.
Industry Financial Services
Experience
M. Griffith Investment Services, Inc. June 2012 - Present
Morgan Stanley Smith Barney February 2005 - June 2012
Skills
Retirement Planning, Long-term Care, Series 7, Asset Allocation, Wealth Management, Investments
Education
Salisbury State University 1993 — 1997
BS with Honors, Education
Poland Central School
High School Regents Diploma
M. Griffith Investment Services, Inc. June 2012 - Present
Morgan Stanley Smith Barney February 2005 - June 2012
Skills
Retirement Planning, Long-term Care, Series 7, Asset Allocation, Wealth Management, Investments
Education
Salisbury State University 1993 — 1997
BS with Honors, Education
Poland Central School
High School Regents Diploma
baylie brenner-bruzgis baylie brenner-bruzgis's Morgan Stanley Smith Barney Experience March 2006 - May 2010
Job Vice President Project Manager at Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch November 2013 - Present
Bank of America Merrill Lynch May 2010 - 2013
Morgan Stanley Smith Barney March 2006 - May 2010
Skills
iRise, User Acceptance Testing, Business Requirements, Requirements Gathering, SDLC, Business Analysis, Visio, Agile Project Management, Requirements Analysis, Business Process, Risk Management, Software Project..., PMO, Agile Methodologies, Project Management, Process Improvement, Change Management, Software Development
Education
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2003
Bachelor's degree, Political Science and Government
Bank of America Merrill Lynch November 2013 - Present
Bank of America Merrill Lynch May 2010 - 2013
Morgan Stanley Smith Barney March 2006 - May 2010
Skills
iRise, User Acceptance Testing, Business Requirements, Requirements Gathering, SDLC, Business Analysis, Visio, Agile Project Management, Requirements Analysis, Business Process, Risk Management, Software Project..., PMO, Agile Methodologies, Project Management, Process Improvement, Change Management, Software Development
Education
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2003
Bachelor's degree, Political Science and Government
Breck Ray Breck Ray's Morgan Stanley Smith Barney Experience January 2009 - August 2009
Job Vice President at Bank of Texas
Industry Banking
Experience
Bank of Texas May 2012 - Present
Waddell & Reed May 2010 - April 2012
Colliers Turley Martin Tucker May 2009 - December 2009
Morgan Stanley Smith Barney January 2009 - August 2009
Dale Resources May 2008 - August 2008
Skills
Investments, Leases, Portfolio Management, Microsoft Excel, Private Equity, PowerPoint, Real Estate, Microsoft Word, Microsoft Office, Outlook
Education
Saint Louis University 2006 — 2010
Bachelor of Science, Finance
Fort Worth Country Day 2002 — 2006
Bank of Texas May 2012 - Present
Waddell & Reed May 2010 - April 2012
Colliers Turley Martin Tucker May 2009 - December 2009
Morgan Stanley Smith Barney January 2009 - August 2009
Dale Resources May 2008 - August 2008
Skills
Investments, Leases, Portfolio Management, Microsoft Excel, Private Equity, PowerPoint, Real Estate, Microsoft Word, Microsoft Office, Outlook
Education
Saint Louis University 2006 — 2010
Bachelor of Science, Finance
Fort Worth Country Day 2002 — 2006
Brad Benter's Morgan Stanley Smith Barney Experience October 2000 - April 2011
Job First Vice President Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services Inc April 2011 - Present
St. Paul's senoir homes and services 2012 - 2014
Doris Howell Foundation 2009 - 2014
Business Executives Counsel 2010 - 2012
Morgan Stanley Smith Barney October 2000 - April 2011
San Diego breakfast rotary 2000 - 2005
La Jolla Institute for Molecular medicine 2000 - 2005
Merrill Lynch September 1992 - October 2000
Showest 1990 - 2000
The Black Orchid 1987 - 1989
Education
San Diego State University-California State University 1980 — 1984
Emerald Junior High and Furete Elementary
UBS Financial Services Inc April 2011 - Present
St. Paul's senoir homes and services 2012 - 2014
Doris Howell Foundation 2009 - 2014
Business Executives Counsel 2010 - 2012
Morgan Stanley Smith Barney October 2000 - April 2011
San Diego breakfast rotary 2000 - 2005
La Jolla Institute for Molecular medicine 2000 - 2005
Merrill Lynch September 1992 - October 2000
Showest 1990 - 2000
The Black Orchid 1987 - 1989
Education
San Diego State University-California State University 1980 — 1984
Emerald Junior High and Furete Elementary
Brian Mullan, CFA Brian Mullan, CFA's Morgan Stanley Smith Barney Experience February 2005 - January 2010
Job Research Analyst at Surveyor Capital (Citadel LLC) at Citadel LLC
Industry Financial Services
Experience
Citadel LLC June 2015 - Present
J.P. Morgan April 2013 - May 2015
Janney Montgomery Scott February 2010 - March 2013
Morgan Stanley Smith Barney February 2005 - January 2010
Morgan Stanley Smith Barney May 2004 - August 2004
Skills
Industry Analysis, Equity Valuation, Accounting, Financial Modeling
Education
Saint Joseph's University 2001 — 2005
BS, Finance
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2005
BS, Finance
Citadel LLC June 2015 - Present
J.P. Morgan April 2013 - May 2015
Janney Montgomery Scott February 2010 - March 2013
Morgan Stanley Smith Barney February 2005 - January 2010
Morgan Stanley Smith Barney May 2004 - August 2004
Skills
Industry Analysis, Equity Valuation, Accounting, Financial Modeling
Education
Saint Joseph's University 2001 — 2005
BS, Finance
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2005
BS, Finance
Will Hodgeson, CFA Will Hodgeson, CFA's Morgan Stanley Smith Barney Experience February 2006 - May 2008
Job Investment Associate at University of Michigan
Industry Investment Management
Experience
University of Michigan July 2008 - Present
Morgan Stanley Smith Barney February 2006 - May 2008
Skills
Excel, Financial Modeling, PowerPoint, Valuation, Financial Analysis, Dealogic, Bloomberg, Management Due Diligence, Corporate Finance, Due Diligence, Investments, Microsoft Excel, Economics, Accounting, Financial Statements, Investment Strategies, Financial Accounting, Fixed Income, Asset Management, Venture Capital, Equities, Equity Research, Emerging Markets, Portfolio Management
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
MBA, Finance, Alternative Investments, High Distinction
Saginaw Valley State University 2004 — 2008
B.B.A., Finance, Accounting, 4.0 GPA
University of Michigan July 2008 - Present
Morgan Stanley Smith Barney February 2006 - May 2008
Skills
Excel, Financial Modeling, PowerPoint, Valuation, Financial Analysis, Dealogic, Bloomberg, Management Due Diligence, Corporate Finance, Due Diligence, Investments, Microsoft Excel, Economics, Accounting, Financial Statements, Investment Strategies, Financial Accounting, Fixed Income, Asset Management, Venture Capital, Equities, Equity Research, Emerging Markets, Portfolio Management
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
MBA, Finance, Alternative Investments, High Distinction
Saginaw Valley State University 2004 — 2008
B.B.A., Finance, Accounting, 4.0 GPA
Colleen Patterson Colleen Patterson's Morgan Stanley Smith Barney Experience April 2005 - April 2007
Job Human Resource Manager/Compliance Officer at Jaffe Tilchin Wealth Management
Industry Financial Services
Experience
Jaffe Tilchin Wealth Management February 2014 - Present
Jaffe Tilchin Wealth Management April 2007 - 2014
Morgan Stanley Smith Barney April 2005 - April 2007
Morgan Stanley Smith Barney July 1989 - April 2005
Education
Saint Leo University 1986 — 1989
BA, Business Management
Upsala College 1985 — 1986
Business Management
Jaffe Tilchin Wealth Management February 2014 - Present
Jaffe Tilchin Wealth Management April 2007 - 2014
Morgan Stanley Smith Barney April 2005 - April 2007
Morgan Stanley Smith Barney July 1989 - April 2005
Education
Saint Leo University 1986 — 1989
BA, Business Management
Upsala College 1985 — 1986
Business Management
David J. Cairns's Morgan Stanley Smith Barney Experience November 2005 - March 2007
Job Recruiting Manager at Fortis Consulting Group
Industry Accounting
Experience
Fortis Consulting Group April 2007 - Present
Morgan Stanley Smith Barney November 2005 - March 2007
Merrill Lynch March 2001 - October 2005
Skills
Interviews, Finance, Financial Analysis, Talent Acquisition, Accounting, Auditing, Time Management, Recruiting, Financial Reporting, US GAAP, Applicant Tracking..., Forecasting, Staffing Services, Talent Management, Investment Advisory, Consulting, Temporary Placement, GAAP, Sarbanes-Oxley Act, Account Reconciliation, Process Improvement, Budgets, Financial Recruiting, Accounts Payable, Public Speaking
Education
Saint Joseph's University
BS, Finance
Fortis Consulting Group April 2007 - Present
Morgan Stanley Smith Barney November 2005 - March 2007
Merrill Lynch March 2001 - October 2005
Skills
Interviews, Finance, Financial Analysis, Talent Acquisition, Accounting, Auditing, Time Management, Recruiting, Financial Reporting, US GAAP, Applicant Tracking..., Forecasting, Staffing Services, Talent Management, Investment Advisory, Consulting, Temporary Placement, GAAP, Sarbanes-Oxley Act, Account Reconciliation, Process Improvement, Budgets, Financial Recruiting, Accounts Payable, Public Speaking
Education
Saint Joseph's University
BS, Finance
Chad Taylor Chad Taylor's Morgan Stanley Smith Barney Experience August 2007 - January 2013
Job Senior Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. January 2013 - Present
Morgan Stanley Smith Barney August 2007 - January 2013
RJL Inc. May 2003 - August 2007
Jackson National Life 2000 - 2002
Skills
Series 7, Series 63, Asset Allocation, Retirement Planning, Asset Management, Wealth Management, Investment Advisory, Alternative Investments, Uniform Combined State..., Portfolio Management, Retirement, Financial Planning, Investment Strategies
Education
San Diego State University-California State University 2003 — 2005
Personal Financial Planning, Finance, General
Southwest Texas State University 1994 — 1997
Bachelor of Business Administration, Finance
UBS Financial Services Inc. January 2013 - Present
Morgan Stanley Smith Barney August 2007 - January 2013
RJL Inc. May 2003 - August 2007
Jackson National Life 2000 - 2002
Skills
Series 7, Series 63, Asset Allocation, Retirement Planning, Asset Management, Wealth Management, Investment Advisory, Alternative Investments, Uniform Combined State..., Portfolio Management, Retirement, Financial Planning, Investment Strategies
Education
San Diego State University-California State University 2003 — 2005
Personal Financial Planning, Finance, General
Southwest Texas State University 1994 — 1997
Bachelor of Business Administration, Finance
Dawn Hlavac Dawn Hlavac's Morgan Stanley Smith Barney Experience May 1997 - April 2002
Job Southern Cal Sales Representative at Score Sports
Industry Sporting Goods
Experience
Score Sports May 2008 - Present
College Loan Corporation November 2002 - September 2007
Morgan Stanley Smith Barney May 1997 - April 2002
Skills
Outside Sales, Customer Service, Problem Solving, Sportswear, Refereeing, Business Development, Sports, Event Planning, Sales Management, Microsoft Excel, Marketing, Sales, Event Management, Coaching, Social Media Marketing, Public Speaking
Education
San Diego State University-California State University
Business Management, Finance
Score Sports May 2008 - Present
College Loan Corporation November 2002 - September 2007
Morgan Stanley Smith Barney May 1997 - April 2002
Skills
Outside Sales, Customer Service, Problem Solving, Sportswear, Refereeing, Business Development, Sports, Event Planning, Sales Management, Microsoft Excel, Marketing, Sales, Event Management, Coaching, Social Media Marketing, Public Speaking
Education
San Diego State University-California State University
Business Management, Finance
Avani Shah Avani Shah's Morgan Stanley Smith Barney Experience October 2004 - September 2005
Job Assoc Director HRIS, GroupM
Industry Marketing and Advertising
Experience
GroupM 2010 - Present
Citigroup September 2006 - January 2009
Saks Fifth Avenue Enterprises September 2005 - September 2006
Morgan Stanley Smith Barney October 2004 - September 2005
Merck & Co. 2001 - September 2004
Skills
Business Analysis, Project Management, Management, Strategy, Strategic Planning, SDLC, HRIS, Business Intelligence, Vendor Management, SharePoint, Requirements Analysis, Change Management, Microsoft SQL Server, Program Management, Consulting
Education
Rutgers University-New Brunswick
B.S, Management Science and Information Systems
GroupM 2010 - Present
Citigroup September 2006 - January 2009
Saks Fifth Avenue Enterprises September 2005 - September 2006
Morgan Stanley Smith Barney October 2004 - September 2005
Merck & Co. 2001 - September 2004
Skills
Business Analysis, Project Management, Management, Strategy, Strategic Planning, SDLC, HRIS, Business Intelligence, Vendor Management, SharePoint, Requirements Analysis, Change Management, Microsoft SQL Server, Program Management, Consulting
Education
Rutgers University-New Brunswick
B.S, Management Science and Information Systems
Anthony Lovato's Morgan Stanley Smith Barney Experience April 2012 - November 2012
Job Voice Over Artist and Producer at AntLov Productions
Industry Entertainment
Experience
AntLov Productions January 2013 - Present
Primary Residential Mortgage November 2012 - August 2014
Hale Centre Theatre January 2013 - April 2013
Morgan Stanley Smith Barney April 2012 - November 2012
Fiserv February 2009 - April 2012
Skills
Microsoft Office, Troubleshooting, Servers, Strategic Planning, System Administration, Customer Service, Cubase, Voice Acting, Acting, Voice Over, Musical Theatre, Theatre, Process Improvement, Microsoft Excel, Stage, Recording, Editing, Video, Video Production, Creative Writing, Social Networking, Entertainment, Final Cut Pro, Directing, Mac, Broadcast, Copywriting, Improvisation, Social Media, Public Speaking, Film, Performing Arts
Education
Salt Lake Community College 1992 — 1993
Utah State University 1991 — 1992
Theatre/Theater
AntLov Productions January 2013 - Present
Primary Residential Mortgage November 2012 - August 2014
Hale Centre Theatre January 2013 - April 2013
Morgan Stanley Smith Barney April 2012 - November 2012
Fiserv February 2009 - April 2012
Skills
Microsoft Office, Troubleshooting, Servers, Strategic Planning, System Administration, Customer Service, Cubase, Voice Acting, Acting, Voice Over, Musical Theatre, Theatre, Process Improvement, Microsoft Excel, Stage, Recording, Editing, Video, Video Production, Creative Writing, Social Networking, Entertainment, Final Cut Pro, Directing, Mac, Broadcast, Copywriting, Improvisation, Social Media, Public Speaking, Film, Performing Arts
Education
Salt Lake Community College 1992 — 1993
Utah State University 1991 — 1992
Theatre/Theater
Annu McCarthy Annu McCarthy's Morgan Stanley Smith Barney Experience October 2008 - January 2012
Job Investment Associate at Prudential Financial
Industry Financial Services
Experience
Prudential Financial March 2012 - Present
Morgan Stanley Smith Barney October 2008 - January 2012
Merrill Lynch April 2005 - September 2008
AG EDWARDS, & SONS July 2003 - April 2005
Morgan Stanley March 2002 - July 2003
SMITH BARNEY September 1993 - December 1994
GOLDMAN SACHS & CO April 1992 - March 1993
HAVEN CAPITAL MANAGEMENT August 1988 - December 1990
Skills
Series 66, Series 63, Wealth Management, Equities, Customer Service, Problem Solving, Bloomberg, Trading, Series 7, Word, Customer Relations, Mutual Funds, Annuities
Education
Rutgers University 1986 — 1988
B.S, Finance
Rutgers, The State University of New Jersey-Newark 1986 — 1988
BS, Finance
Prudential Financial March 2012 - Present
Morgan Stanley Smith Barney October 2008 - January 2012
Merrill Lynch April 2005 - September 2008
AG EDWARDS, & SONS July 2003 - April 2005
Morgan Stanley March 2002 - July 2003
SMITH BARNEY September 1993 - December 1994
GOLDMAN SACHS & CO April 1992 - March 1993
HAVEN CAPITAL MANAGEMENT August 1988 - December 1990
Skills
Series 66, Series 63, Wealth Management, Equities, Customer Service, Problem Solving, Bloomberg, Trading, Series 7, Word, Customer Relations, Mutual Funds, Annuities
Education
Rutgers University 1986 — 1988
B.S, Finance
Rutgers, The State University of New Jersey-Newark 1986 — 1988
BS, Finance
Mike Carlone's Morgan Stanley Smith Barney Experience November 2009 - April 2012
Job Investment Products Manager at Equinox Fund Management, LLC
Industry Financial Services
Experience
Equinox Funds April 2012 - Present
Morgan Stanley Smith Barney November 2009 - April 2012
Lincoln Financial Distributors February 2008 - June 2009
Morgan Stanley February 2006 - February 2008
Morgan Stanley March 2004 - February 2006
Skills
Investments, Mutual Funds, Financial Advisory, Retirement Planning, Fixed Annuities, Portfolio Management, Retirement, Financial Services, Fixed Income, Insurance, Financial Planners, ETFs, Trading, Series 7, Series 63, Management, Employee Benefits, Wealth Management, Alternative Investments, Finance, Asset Management, Asset Allocation, Securities, Equities
Education
Rutgers University 1999 — 2003
B.A, Journalism and Media Studies
Rutgers University 1999 — 2003
B.A, Journalism and Media Studies
Rutgers University-New Brunswick 1999 — 2003
BA, Journalism / History
Equinox Funds April 2012 - Present
Morgan Stanley Smith Barney November 2009 - April 2012
Lincoln Financial Distributors February 2008 - June 2009
Morgan Stanley February 2006 - February 2008
Morgan Stanley March 2004 - February 2006
Skills
Investments, Mutual Funds, Financial Advisory, Retirement Planning, Fixed Annuities, Portfolio Management, Retirement, Financial Services, Fixed Income, Insurance, Financial Planners, ETFs, Trading, Series 7, Series 63, Management, Employee Benefits, Wealth Management, Alternative Investments, Finance, Asset Management, Asset Allocation, Securities, Equities
Education
Rutgers University 1999 — 2003
B.A, Journalism and Media Studies
Rutgers University 1999 — 2003
B.A, Journalism and Media Studies
Rutgers University-New Brunswick 1999 — 2003
BA, Journalism / History
James P. Harkins James P. Harkins's Morgan Stanley Smith Barney Experience 2002 - February 2012
Job Senior Vice President at Robert W Baird & Co
Industry Financial Services
Experience
Robert W. Baird & Co. November 2014 - Present
McAdams Wright Ragen February 2012 - Present
Morgan Stanley Smith Barney 2002 - February 2012
GE Capital 1998 - 2002
Harkins Real Estate 1990 - 1998
Boston Federal Savings Bank 1988 - 1990
Education
Saint Michael's College 1983 — 1987
BA, Political Science
Central Catholic High School
Robert W. Baird & Co. November 2014 - Present
McAdams Wright Ragen February 2012 - Present
Morgan Stanley Smith Barney 2002 - February 2012
GE Capital 1998 - 2002
Harkins Real Estate 1990 - 1998
Boston Federal Savings Bank 1988 - 1990
Education
Saint Michael's College 1983 — 1987
BA, Political Science
Central Catholic High School
Carri Smith Carri Smith's Morgan Stanley Smith Barney Experience February 2010 - December 2012
Job Sales Executive
Industry Telecommunications
Experience
CLEARLINK March 2013 - Present
CR England Trucking April 2012 - January 2013
Morgan Stanley Smith Barney February 2010 - December 2012
E*TRADE Financial June 2011 - March 2012
The Sussex Group 2000 - 2005
Discover Card 1993 - 2000
Skills
Finra Series 7, Series 63
Education
Cottonwood High School
High School Diploma, General Education
Salt Lake Community College
CLEARLINK March 2013 - Present
CR England Trucking April 2012 - January 2013
Morgan Stanley Smith Barney February 2010 - December 2012
E*TRADE Financial June 2011 - March 2012
The Sussex Group 2000 - 2005
Discover Card 1993 - 2000
Skills
Finra Series 7, Series 63
Education
Cottonwood High School
High School Diploma, General Education
Salt Lake Community College
Helen Elle Demetriou Helen Elle Demetriou's Morgan Stanley Smith Barney Experience 2009 - September 2010
Job
Industry Financial Services
Experience
Wunderlich Securities April 2012 - Present
Morgan Stanley Smith Barney 2009 - September 2010
Prudential Investments June 2008 - June 2009
ML 2004 - 2008
JPMorgan Chase Asset Management 1997 - 2004
Prudenial January 1990 - November 1997
Skills
Fixed Income, Investment Strategies, Capital Markets, Wealth Management, Asset Management, High Net Worth..., Marketing Strategy, Marketing Communications, Trading, Front Office, Market Analysis, Management, Investments, Strategy, Portfolio Management, Asset Managment, Finance, Securities, Mutual Funds, Series 7
Education
Rutgers, The State University of New Jersey-Newark
Finance
Seton Hall University
MBA, Finance
Seton Hall University
Certificate, International Business
Wunderlich Securities April 2012 - Present
Morgan Stanley Smith Barney 2009 - September 2010
Prudential Investments June 2008 - June 2009
ML 2004 - 2008
JPMorgan Chase Asset Management 1997 - 2004
Prudenial January 1990 - November 1997
Skills
Fixed Income, Investment Strategies, Capital Markets, Wealth Management, Asset Management, High Net Worth..., Marketing Strategy, Marketing Communications, Trading, Front Office, Market Analysis, Management, Investments, Strategy, Portfolio Management, Asset Managment, Finance, Securities, Mutual Funds, Series 7
Education
Rutgers, The State University of New Jersey-Newark
Finance
Seton Hall University
MBA, Finance
Seton Hall University
Certificate, International Business
Vince Crimaldi's Morgan Stanley Smith Barney Experience March 2007 - Present
Job Executive Director at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2007 - Present
Morgan Stanley March 2007 - February 2010
UBS Wealth Management January 2006 - March 2007
Merrill Lynch July 1981 - December 2004
Skills
Risk Management, Compliance, Securities, Wealth Management, Alternative Investments, Series 7, Asset Managment, Investments, Equities, FINRA, Mutual Funds, Asset Management, Banking, Financial Services, Capital Markets, Hedge Funds, Fixed Income, Portfolio Management, Finance, Asset Allocation, Retirement Planning, Investment Strategies, Financial Advisory, Strategic Financial..., Investment Advisory, Derivatives, Bonds, Investment Banking, Options, Investment Management, Trading, Financial Markets, Financial Risk, Financial Planning
Education
Saint Joseph's University 1978 — 1983
Accounting
Morgan Stanley Smith Barney March 2007 - Present
Morgan Stanley March 2007 - February 2010
UBS Wealth Management January 2006 - March 2007
Merrill Lynch July 1981 - December 2004
Skills
Risk Management, Compliance, Securities, Wealth Management, Alternative Investments, Series 7, Asset Managment, Investments, Equities, FINRA, Mutual Funds, Asset Management, Banking, Financial Services, Capital Markets, Hedge Funds, Fixed Income, Portfolio Management, Finance, Asset Allocation, Retirement Planning, Investment Strategies, Financial Advisory, Strategic Financial..., Investment Advisory, Derivatives, Bonds, Investment Banking, Options, Investment Management, Trading, Financial Markets, Financial Risk, Financial Planning
Education
Saint Joseph's University 1978 — 1983
Accounting
Jeff Abuisi, MBA Jeff Abuisi, MBA's Morgan Stanley Smith Barney Experience 1995 - July 1998
Job Training Development Manager at Sunovion Pharmaceuticals Inc.
Industry Pharmaceuticals
Experience
Sunovion Pharmaceuticals Inc. March 2015 - Present
Sunovion Pharmaceuticals Inc. July 2014 - March 2015
Sunovion Pharmaceuticals Inc. November 2010 - March 2015
Sunovion Pharmaceuticals Inc. September 2012 - March 2013
AstraZeneca June 2008 - December 2009
AstraZeneca January 2006 - June 2008
AstraZeneca April 2004 - December 2005
AstraZeneca July 1998 - April 2004
Morgan Stanley Smith Barney 1995 - July 1998
Charlton Memorial Hospital September 1993 - January 1995
Skills
Cardiology, Gastroenterology, Pharmaceutical Industry, Hospitals, Pulmonology, Pharmaceutical Sales, Neurology, Hospital Sales, Managed Care, Allergy, Sales, Sales Effectiveness, Psychiatry, Selling Skills, Internal Medicine, Sales Presentations, Asthma, Central Nervous System, Business Acumen, Healthcare, ENT, Product Launch, Hypertension, Pediatrics, Account Management
Education
Salve Regina University 1991 — 1993
MBA, Global Business and Finance
Southern Vermont College
BS, Business Management
Sunovion Pharmaceuticals Inc. March 2015 - Present
Sunovion Pharmaceuticals Inc. July 2014 - March 2015
Sunovion Pharmaceuticals Inc. November 2010 - March 2015
Sunovion Pharmaceuticals Inc. September 2012 - March 2013
AstraZeneca June 2008 - December 2009
AstraZeneca January 2006 - June 2008
AstraZeneca April 2004 - December 2005
AstraZeneca July 1998 - April 2004
Morgan Stanley Smith Barney 1995 - July 1998
Charlton Memorial Hospital September 1993 - January 1995
Skills
Cardiology, Gastroenterology, Pharmaceutical Industry, Hospitals, Pulmonology, Pharmaceutical Sales, Neurology, Hospital Sales, Managed Care, Allergy, Sales, Sales Effectiveness, Psychiatry, Selling Skills, Internal Medicine, Sales Presentations, Asthma, Central Nervous System, Business Acumen, Healthcare, ENT, Product Launch, Hypertension, Pediatrics, Account Management
Education
Salve Regina University 1991 — 1993
MBA, Global Business and Finance
Southern Vermont College
BS, Business Management
Becky Larson Becky Larson's Morgan Stanley Smith Barney Experience August 2007 - September 2008
Job San Antonio
Industry Information Technology and Services
Experience
Rackspace, the Open Cloud Company January 2014 - October 2014
Rackspace, the Open Cloud Company January 2013 - December 2013
Rackspace Hosting February 2012 - January 2013
Rackspace Hosting September 2009 - February 2012
Rackspace Hosting September 2008 - October 2009
Morgan Stanley Smith Barney August 2007 - September 2008
Investment Professionals, Inc. January 2004 - July 2007
Skills
Managed Hosting, Customer Service, Team Leadership, Time Management, Cloud Computing, System Administration, Management, Customer Satisfaction, Data Center, Network Security, Training, Enterprise Software, Leadership, Networking, Sales, Troubleshooting, CRM, Salesforce.com, VMware
Education
San Antonio College
Texas A&M University - San Antonio
Computer Information Systems/Project Management
Rackspace, the Open Cloud Company January 2014 - October 2014
Rackspace, the Open Cloud Company January 2013 - December 2013
Rackspace Hosting February 2012 - January 2013
Rackspace Hosting September 2009 - February 2012
Rackspace Hosting September 2008 - October 2009
Morgan Stanley Smith Barney August 2007 - September 2008
Investment Professionals, Inc. January 2004 - July 2007
Skills
Managed Hosting, Customer Service, Team Leadership, Time Management, Cloud Computing, System Administration, Management, Customer Satisfaction, Data Center, Network Security, Training, Enterprise Software, Leadership, Networking, Sales, Troubleshooting, CRM, Salesforce.com, VMware
Education
San Antonio College
Texas A&M University - San Antonio
Computer Information Systems/Project Management
Jay Bachstein Jay Bachstein's Morgan Stanley Smith Barney Experience 1995 - 1997
Job Currently seeking opportunity as a financial analyst.
Industry Financial Services
Experience
Batteries Plus 2011 - Present
IEC Electronics 2008 - 2009
Bankers Conseco Life 2007 - 2008
Drew Candle Company 2005 - 2005
SPAR Marketing 2004 - 2005
Canandaigua National Bank & Trust 1999 - 2002
Factory Point National Bank 1998 - 1999
Morgan Stanley Smith Barney 1995 - 1997
New York State Division of the Budget 1993 - 1995
NYS Assembly Ways and Means Committee 1991 - 1993
Skills
Analysis, Budget, Finance, Financial Analysis, Strategic Planning, Financial Modeling, Financial Statement..., Budget Models, Budgets
Education
University of Alabama 1989 — 1991
Master of Arts, Banking & Finance
Saint Bonaventure University 1982 — 1986
Bachelor of Business Administration, double major Accounting and Finance
Batteries Plus 2011 - Present
IEC Electronics 2008 - 2009
Bankers Conseco Life 2007 - 2008
Drew Candle Company 2005 - 2005
SPAR Marketing 2004 - 2005
Canandaigua National Bank & Trust 1999 - 2002
Factory Point National Bank 1998 - 1999
Morgan Stanley Smith Barney 1995 - 1997
New York State Division of the Budget 1993 - 1995
NYS Assembly Ways and Means Committee 1991 - 1993
Skills
Analysis, Budget, Finance, Financial Analysis, Strategic Planning, Financial Modeling, Financial Statement..., Budget Models, Budgets
Education
University of Alabama 1989 — 1991
Master of Arts, Banking & Finance
Saint Bonaventure University 1982 — 1986
Bachelor of Business Administration, double major Accounting and Finance
Lamar Blanton Lamar Blanton's Morgan Stanley Smith Barney Experience May 1995 - August 1997
Job North American Executive Industrial and Energy Group MA at Tradesmen International, Inc.
Industry Information Services
Experience
Tradesmen International, Inc. January 2013 - Present
Tradesmen International, Inc. June 2012 - Present
Industrial Info Resources December 2003 - June 2012
WorldCom January 2001 - November 2002
Walgreens May 2001 - October 2002
CollegeClub February 1998 - August 2001
Walt Disney World August 1996 - January 1998
Morgan Stanley Smith Barney May 1995 - August 1997
Skills
Business Development, Business Strategy, Management Consulting, Marketing, Management, Industrial Engineering, Leadership, Program Management, Direct Sales, Contract Negotiation, New Business Development, Key Account Management, Account Management, Sales Management, Cold Calling, Market Research, Customer Service, Project Planning, Sales Process, Team Leadership, Sales, Negotiation, Team Building, Forecasting, Competitive Analysis, Strategic Planning, Sales Operations, CRM, B2B, Market Analysis, Salesforce.com, Lead Generation, Sales Presentations, Selling, Microsoft Office, Contract Management, Marketing Strategy, Training, Analysis, Construction, Microsoft Excel, Project Management
Education
Texas Southern University 2000 — 2002
Retail Management
Saint Augustine’s University 1994 — 1999
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services, 3.1
Tradesmen International, Inc. January 2013 - Present
Tradesmen International, Inc. June 2012 - Present
Industrial Info Resources December 2003 - June 2012
WorldCom January 2001 - November 2002
Walgreens May 2001 - October 2002
CollegeClub February 1998 - August 2001
Walt Disney World August 1996 - January 1998
Morgan Stanley Smith Barney May 1995 - August 1997
Skills
Business Development, Business Strategy, Management Consulting, Marketing, Management, Industrial Engineering, Leadership, Program Management, Direct Sales, Contract Negotiation, New Business Development, Key Account Management, Account Management, Sales Management, Cold Calling, Market Research, Customer Service, Project Planning, Sales Process, Team Leadership, Sales, Negotiation, Team Building, Forecasting, Competitive Analysis, Strategic Planning, Sales Operations, CRM, B2B, Market Analysis, Salesforce.com, Lead Generation, Sales Presentations, Selling, Microsoft Office, Contract Management, Marketing Strategy, Training, Analysis, Construction, Microsoft Excel, Project Management
Education
Texas Southern University 2000 — 2002
Retail Management
Saint Augustine’s University 1994 — 1999
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services, 3.1
Raymond Matson, Jr. Raymond Matson, Jr.'s Morgan Stanley Smith Barney Experience January 2010 - January 2012
Job Sales Associate at Halo Realty
Industry Financial Services
Experience
Halo Realty November 2014 - Present
Compass Group October 2014 - Present
Diamond Realty Associates August 2013 - October 2014
Broadridge Financial March 2012 - August 2012
Morgan Stanley Smith Barney January 2010 - January 2012
Morgan Stanley Smith Barney September 2008 - January 2010
Morgan Stanley Smith Barney October 2000 - September 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC. June 1997 - October 2000
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC., April 1996 - June 1997
Payco G.A.C./ New Jersey Division of taxation September 1994 - April 1996
Skills
Private Equity, Business Strategy, Private Banking, Options, Equities, Financial Services, Management, Leadership
Education
Rutgers, The State University of New Jersey-New Brunswick
Labor Relations
St Joseph's Metuchen
Halo Realty November 2014 - Present
Compass Group October 2014 - Present
Diamond Realty Associates August 2013 - October 2014
Broadridge Financial March 2012 - August 2012
Morgan Stanley Smith Barney January 2010 - January 2012
Morgan Stanley Smith Barney September 2008 - January 2010
Morgan Stanley Smith Barney October 2000 - September 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC. June 1997 - October 2000
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC., April 1996 - June 1997
Payco G.A.C./ New Jersey Division of taxation September 1994 - April 1996
Skills
Private Equity, Business Strategy, Private Banking, Options, Equities, Financial Services, Management, Leadership
Education
Rutgers, The State University of New Jersey-New Brunswick
Labor Relations
St Joseph's Metuchen
Joseph Sparano Joseph Sparano's Morgan Stanley Smith Barney Experience June 2011 - September 2011
Job Sales Representative at Cintas
Industry Marketing and Advertising
Experience
Cintas June 2013 - Present
Cintas August 2012 - May 2013
Morgan Stanley Smith Barney June 2011 - September 2011
Camden Riversharks September 2010 - December 2010
Saint Joseph's University September 2010 - December 2010
Trump Plaza Hotel and Casino May 2008 - August 2010
Skills
Sports Marketing, Community Outreach, Advertising, Program Management, Sports, Microsoft Office, PowerPoint, Sales, Microsoft Excel, Leadership, Social Media, Facebook, Social Networking, Event Planning, Customer Service
Education
Saint Joseph's University 2008 — 2012
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2012
Bachelor of Science in Business Administration, Major: Sports Marketing; Minor: Financial Planning
Cintas June 2013 - Present
Cintas August 2012 - May 2013
Morgan Stanley Smith Barney June 2011 - September 2011
Camden Riversharks September 2010 - December 2010
Saint Joseph's University September 2010 - December 2010
Trump Plaza Hotel and Casino May 2008 - August 2010
Skills
Sports Marketing, Community Outreach, Advertising, Program Management, Sports, Microsoft Office, PowerPoint, Sales, Microsoft Excel, Leadership, Social Media, Facebook, Social Networking, Event Planning, Customer Service
Education
Saint Joseph's University 2008 — 2012
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2012
Bachelor of Science in Business Administration, Major: Sports Marketing; Minor: Financial Planning
Larry Holmes, Certified Financial Planner®'s Morgan Stanley Smith Barney Experience July 2004 - March 2013
Job First Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2013 - Present
Morgan Stanley Smith Barney July 2004 - March 2013
Morgan Stanley February 2002 - July 2004
Skills
Investment Strategies..., Charitable Giving, Wealth Transfer..., Investment Planning
Education
Salisbury University - Perdue School of Business 1997 — 2001
Finance
Absegami High School 1993 — 1997
Wells Fargo Advisors March 2013 - Present
Morgan Stanley Smith Barney July 2004 - March 2013
Morgan Stanley February 2002 - July 2004
Skills
Investment Strategies..., Charitable Giving, Wealth Transfer..., Investment Planning
Education
Salisbury University - Perdue School of Business 1997 — 2001
Finance
Absegami High School 1993 — 1997
Richard G Villarreal Richard G Villarreal's Morgan Stanley Smith Barney Experience January 2010 - January 2011
Job Account Specialist 2 at Citibank, N.A. Citigold
Industry Financial Services
Experience
Citi January 2011 - Present
Morgan Stanley Smith Barney January 2010 - January 2011
Brookehill Funeral Home November 2007 - January 2010
Porter Loring Mortuary September 2001 - November 2007
Skills
Department Management, Team Building, Personnel Supervision, Inventory Management, Records Management, Staff Development, Strategic Policy..., Department Budgeting, Accounts..., Bookkeeping & Payroll, Expense Reduction, Spreadsheet & Database..., Procedure Development, Training, Office Management, Event Planning, Leading Meetings
Education
University of the Incarnate Word
Bachelor's degree, Appled Science - Minor: Business Administration, 3.11
San Antonio College
Associates in Applied Science, Mortuary Science
Citi January 2011 - Present
Morgan Stanley Smith Barney January 2010 - January 2011
Brookehill Funeral Home November 2007 - January 2010
Porter Loring Mortuary September 2001 - November 2007
Skills
Department Management, Team Building, Personnel Supervision, Inventory Management, Records Management, Staff Development, Strategic Policy..., Department Budgeting, Accounts..., Bookkeeping & Payroll, Expense Reduction, Spreadsheet & Database..., Procedure Development, Training, Office Management, Event Planning, Leading Meetings
Education
University of the Incarnate Word
Bachelor's degree, Appled Science - Minor: Business Administration, 3.11
San Antonio College
Associates in Applied Science, Mortuary Science
Chris Paglia, CFP® Chris Paglia, CFP®'s Morgan Stanley Smith Barney Experience February 1994 - October 2010
Job Financial Advisor / Senior Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2010 - Present
Morgan Stanley Smith Barney February 1994 - October 2010
G.X. Clarke & CO September 1993 - January 1994
Frontier League Professional Baseball April 1993 - September 1993
Lincoln Investment Planning September 1992 - March 1993
Skills
Investments, Management, Finance, Budgets, Mutual Funds, Customer Service, Team Building, Strategic Planning, Financial Analysis
Education
Saint Bonaventure University 1988 — 1992
BBA, Finance
Wells Fargo Advisors, LLC October 2010 - Present
Morgan Stanley Smith Barney February 1994 - October 2010
G.X. Clarke & CO September 1993 - January 1994
Frontier League Professional Baseball April 1993 - September 1993
Lincoln Investment Planning September 1992 - March 1993
Skills
Investments, Management, Finance, Budgets, Mutual Funds, Customer Service, Team Building, Strategic Planning, Financial Analysis
Education
Saint Bonaventure University 1988 — 1992
BBA, Finance
John King John King's Morgan Stanley Smith Barney Experience 1975 - 2010
Job Owner at JJ King Investment Counsel, LLC
Industry Financial Services
Experience
JJ King Investment Counsel, LLC April 2015 - Present
Quacera, LLC February 2010 - Present
Quacera, LLC 2010 - 2011
R & B Cellars 2007 - 2011
R&B Cellars 2007 - 2011
Morgan Stanley Smith Barney 1975 - 2010
Abigail, Inc 1998 - 2007
Skills
Asset Management, Investors, Investments, LLC, Portfolio Management, Asset, Securities, Wealth Management, Hedge Funds, Equities, Analysis, Trading, Risk, Entrepreneur, Investor Relations, Alternative Investments, Asset Allocation, Mutual Funds, Financial Analysis, Financial Modeling, Investment Strategies, Investment Advisory, Fixed Income, Risk Management, Financial Markets, Series 7, Capital Markets, Mergers, Valuation, Bonds, Financial Planning, Business Strategy, Commodities, Due Diligence, Retirement Planning, Equity Research, Bloomberg, Private Equity, Series 63, Economics, ETFs, Derivatives, Excel, Technical Analysis, Options, Investment Banking
Education
Villanova University 1963 — 1965
none, Business
Saint Joseph's University 1964 — 1967
Msgr. Bonner H.S. 1958 — 1962
JJ King Investment Counsel, LLC April 2015 - Present
Quacera, LLC February 2010 - Present
Quacera, LLC 2010 - 2011
R & B Cellars 2007 - 2011
R&B Cellars 2007 - 2011
Morgan Stanley Smith Barney 1975 - 2010
Abigail, Inc 1998 - 2007
Skills
Asset Management, Investors, Investments, LLC, Portfolio Management, Asset, Securities, Wealth Management, Hedge Funds, Equities, Analysis, Trading, Risk, Entrepreneur, Investor Relations, Alternative Investments, Asset Allocation, Mutual Funds, Financial Analysis, Financial Modeling, Investment Strategies, Investment Advisory, Fixed Income, Risk Management, Financial Markets, Series 7, Capital Markets, Mergers, Valuation, Bonds, Financial Planning, Business Strategy, Commodities, Due Diligence, Retirement Planning, Equity Research, Bloomberg, Private Equity, Series 63, Economics, ETFs, Derivatives, Excel, Technical Analysis, Options, Investment Banking
Education
Villanova University 1963 — 1965
none, Business
Saint Joseph's University 1964 — 1967
Msgr. Bonner H.S. 1958 — 1962
Alfred Moret Alfred Moret's Morgan Stanley Smith Barney Experience 1978 - 2008
Job Self R.E. & stock trading
Industry Real Estate
Experience
R.E. & stock trading 2008 - Present
Morgan Stanley Smith Barney 1978 - 2008
Education
San Diego State University-California State University 1976 — 1978
BS, Finance
R.E. & stock trading 2008 - Present
Morgan Stanley Smith Barney 1978 - 2008
Education
San Diego State University-California State University 1976 — 1978
BS, Finance
Sam Zarro CFP Sam Zarro CFP's Morgan Stanley Smith Barney Experience January 1992 - November 2009
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, L.L.C November 2009 - Present
Morgan Stanley Smith Barney January 1992 - November 2009
Prudential Securities September 1983 - January 1992
Education
Rutgers, The State University of New Jersey-Newark 1967 — 1971
BA, Political Science
Wells Fargo Advisors, L.L.C November 2009 - Present
Morgan Stanley Smith Barney January 1992 - November 2009
Prudential Securities September 1983 - January 1992
Education
Rutgers, The State University of New Jersey-Newark 1967 — 1971
BA, Political Science
Kimberly Simpson-Batey Kimberly Simpson-Batey's Morgan Stanley Smith Barney Experience May 1999 - June 2005
Job BusinessMarketing Educator at Canyons School District
Industry Primary/Secondary Education
Experience
CSD - Alta High School August 2005 - Present
Morgan Stanley Smith Barney May 1999 - June 2005
Merrill Lynch September 1995 - May 1999
Skills
Finance, Sales, Management, Entrepreneurship, Public Speaking
Education
Western Governors University 2008 — 2010
MBA, Business Administration
Utah Valley University 2003 — 2005
BS, Secondary Education -Business Marketing
Salt Lake Community College
AAS, Finance
CSD - Alta High School August 2005 - Present
Morgan Stanley Smith Barney May 1999 - June 2005
Merrill Lynch September 1995 - May 1999
Skills
Finance, Sales, Management, Entrepreneurship, Public Speaking
Education
Western Governors University 2008 — 2010
MBA, Business Administration
Utah Valley University 2003 — 2005
BS, Secondary Education -Business Marketing
Salt Lake Community College
AAS, Finance
Troy Armenti Troy Armenti's Morgan Stanley Smith Barney Experience November 2009 - February 2010
Job District Sales Manager at Boehringer Ingelheim
Industry Pharmaceuticals
Experience
Boehringer Ingelheim May 2014 - Present
Boehringer Ingelheim January 2012 - May 2014
Actelion Pharmaceuticals February 2010 - January 2012
Morgan Stanley Smith Barney November 2009 - February 2010
Boehringer Ingelheim Pharmaceuticals June 2007 - October 2009
Boehringer Ingelheim Pharmaceuticals September 2002 - June 2007
Boehringer Ingelheim Pharmaceuticals January 1999 - August 2002
Boehringer Ingelheim Pharmaceuticals August 1997 - January 1999
Merrill Lynch June 1996 - June 1997
Skills
Managed Care, Hospitals, Territory, Healthcare, Pharmaceuticals, Hypertension, Clinical, Urology, Pharmaceutical Sales, Therapeutic areas, Cardiology, Neurology, Sales Management, Selling, Team Building, Orthopedics, Account Management, Cross-functional Team..., Customer Relations, Strategic Planning, Rheumatology, Biotechnology, Product Launches, Business Planning, Market Analysis, Budgeting, Coaching, Pulmonology, Team Leadership, Teamwork, Endocrinology, Team Management, Pharmaceutical Industry, Sales Operations, Allergy, Hospital Sales, Key Account Management, Clinical Research, Budgets, Medical Devices, Orthopedic, Product Launch, Psychiatry, Sales Effectiveness, Sales Force Development, Sales Presentations, Selling Skills, Therapeutic Areas, Sales
Education
Salisbury University 1993 — 1996
B.A, Communications; Marketing
Boehringer Ingelheim May 2014 - Present
Boehringer Ingelheim January 2012 - May 2014
Actelion Pharmaceuticals February 2010 - January 2012
Morgan Stanley Smith Barney November 2009 - February 2010
Boehringer Ingelheim Pharmaceuticals June 2007 - October 2009
Boehringer Ingelheim Pharmaceuticals September 2002 - June 2007
Boehringer Ingelheim Pharmaceuticals January 1999 - August 2002
Boehringer Ingelheim Pharmaceuticals August 1997 - January 1999
Merrill Lynch June 1996 - June 1997
Skills
Managed Care, Hospitals, Territory, Healthcare, Pharmaceuticals, Hypertension, Clinical, Urology, Pharmaceutical Sales, Therapeutic areas, Cardiology, Neurology, Sales Management, Selling, Team Building, Orthopedics, Account Management, Cross-functional Team..., Customer Relations, Strategic Planning, Rheumatology, Biotechnology, Product Launches, Business Planning, Market Analysis, Budgeting, Coaching, Pulmonology, Team Leadership, Teamwork, Endocrinology, Team Management, Pharmaceutical Industry, Sales Operations, Allergy, Hospital Sales, Key Account Management, Clinical Research, Budgets, Medical Devices, Orthopedic, Product Launch, Psychiatry, Sales Effectiveness, Sales Force Development, Sales Presentations, Selling Skills, Therapeutic Areas, Sales
Education
Salisbury University 1993 — 1996
B.A, Communications; Marketing
Christopher Lelli Christopher Lelli's Morgan Stanley Smith Barney Experience November 2009 - Present
Job Financial Services at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 2009 - Present
UBS Financial Services, Inc July 2003 - November 2009
Education
San Diego State University-California State University 1991 — 1995
BA, Political Science
Morgan Stanley Smith Barney November 2009 - Present
UBS Financial Services, Inc July 2003 - November 2009
Education
San Diego State University-California State University 1991 — 1995
BA, Political Science
Chris Galeski's Morgan Stanley Smith Barney Experience 2009 - November 2011
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2012 - Present
Fidelity Investments November 2011 - October 2012
Morgan Stanley Smith Barney 2009 - November 2011
Chris Galeski 2003 - 2009
Education
San Diego State University-California State University 1998 — 2003
Bachelor of Arts, Economics
Fidelity Investments August 2012 - Present
Fidelity Investments November 2011 - October 2012
Morgan Stanley Smith Barney 2009 - November 2011
Chris Galeski 2003 - 2009
Education
San Diego State University-California State University 1998 — 2003
Bachelor of Arts, Economics
Caroline Viano Caroline Viano's Morgan Stanley Smith Barney Experience January 2011 - December 2013
Job Marketing Product Manager & Assistant Vice President at BofA Global Capital Management
Industry Financial Services
Experience
Bank of America June 2014 - Present
Morgan Stanley Wealth Management January 2014 - June 2014
Morgan Stanley Smith Barney January 2011 - December 2013
Boston University September 2009 - January 2011
Dunkin' Brands May 2008 - August 2008
Smith Barney June 2007 - August 2007
Skills
CRM, Marketing, Market Research, Leadership, Sales, Advertising, Financial Services, Microsoft Office, Microsoft Excel, Asset Management, Retail, Event Planning, Fundraising, Public Speaking, Management, Finance, Investments, Analysis, Strategic Planning, Portfolio Management, Social Media Marketing, Customer Service, PowerPoint, Wealth Management, Strategy, Business Development, Financial Analysis, Research, Marketing Strategy
Education
Saint Michael's College 2005 — 2009
B.S., Business Administration and Marketing
Notre Dame Academy, Hingham 2001 — 2005
High School
Bank of America June 2014 - Present
Morgan Stanley Wealth Management January 2014 - June 2014
Morgan Stanley Smith Barney January 2011 - December 2013
Boston University September 2009 - January 2011
Dunkin' Brands May 2008 - August 2008
Smith Barney June 2007 - August 2007
Skills
CRM, Marketing, Market Research, Leadership, Sales, Advertising, Financial Services, Microsoft Office, Microsoft Excel, Asset Management, Retail, Event Planning, Fundraising, Public Speaking, Management, Finance, Investments, Analysis, Strategic Planning, Portfolio Management, Social Media Marketing, Customer Service, PowerPoint, Wealth Management, Strategy, Business Development, Financial Analysis, Research, Marketing Strategy
Education
Saint Michael's College 2005 — 2009
B.S., Business Administration and Marketing
Notre Dame Academy, Hingham 2001 — 2005
High School
Andrew Callahan Andrew Callahan's Morgan Stanley Smith Barney Experience 2004 - 2006
Job Co Owner at Venture Retail Partners
Industry Real Estate
Experience
Venture Retail Partners 2014 - Present
Atlantic Retail Properties 2006 - 2014
Morgan Stanley Smith Barney 2004 - 2006
Skills
Real Estate, Asset Managment, Leases, Disposition, Real Estate Development, Brokerage, Property Management, Location Intelligence, Corporate Real Estate, Tenant, Landlords, Shopping Centers, Real Estate Transactions, Investment Properties
Education
Saint Michael's College 1998 — 2002
Bachelor's, Business Management
Thayer Academy
Venture Retail Partners 2014 - Present
Atlantic Retail Properties 2006 - 2014
Morgan Stanley Smith Barney 2004 - 2006
Skills
Real Estate, Asset Managment, Leases, Disposition, Real Estate Development, Brokerage, Property Management, Location Intelligence, Corporate Real Estate, Tenant, Landlords, Shopping Centers, Real Estate Transactions, Investment Properties
Education
Saint Michael's College 1998 — 2002
Bachelor's, Business Management
Thayer Academy
Christian Corts Christian Corts's Morgan Stanley Smith Barney Experience September 2009 - November 2010
Job Executive Vice President & Chief Operating Officer, FNBB Capital Markets, LLC
Industry Financial Services
Experience
FNBB Capital Markets, LLC March 2015 - Present
Lincoln Financial Advisors October 2013 - March 2015
ProEquities November 2010 - April 2013
Morgan Stanley Smith Barney September 2009 - November 2010
Register Corts, LLC January 2003 - September 2009
Skills
Series 63, Series 7, Investment Advisory, Alternative Investments, Strategic Financial..., Investments, Fixed Annuities, Retirement Planning, Wealth Management, Uniform Combined State..., Asset Allocation, Mutual Funds, Retirement, 401k Rollovers, Estate Planning
Education
Samford University 1990 — 1994
Bachelor of Arts (B.A.), Public Administration & History
Samford University 1990 — 1994
Bachelor of Arts (B.A.), Public Administration & History
FNBB Capital Markets, LLC March 2015 - Present
Lincoln Financial Advisors October 2013 - March 2015
ProEquities November 2010 - April 2013
Morgan Stanley Smith Barney September 2009 - November 2010
Register Corts, LLC January 2003 - September 2009
Skills
Series 63, Series 7, Investment Advisory, Alternative Investments, Strategic Financial..., Investments, Fixed Annuities, Retirement Planning, Wealth Management, Uniform Combined State..., Asset Allocation, Mutual Funds, Retirement, 401k Rollovers, Estate Planning
Education
Samford University 1990 — 1994
Bachelor of Arts (B.A.), Public Administration & History
Samford University 1990 — 1994
Bachelor of Arts (B.A.), Public Administration & History
Doug Dustin Doug Dustin's Morgan Stanley Smith Barney Experience May 2010 - August 2011
Job Chief Financial Officer at Sentinel Benefits & Financial Group
Industry Financial Services
Experience
Sentinel Benefits & Financial Group 2012 - Present
EMD Serono 2011 - 2012
Morgan Stanley Smith Barney May 2010 - August 2011
Thomson CompuMark April 2005 - December 2009
Thomson CompuMark April 2005 - October 2008
SmartBargains Inc, now SmartBargains.com April 2001 - March 2005
CO Space Inc, now part of InterNAP January 2000 - October 2000
MTV Networks 1995 - 1999
PricewaterhouseCoopers 1990 - 1995
Skills
Strategy, Start-ups, Financial Analysis, Management, Financial Modeling, Mergers, Analysis, Sales, Negotiation, Financial Reporting, Leadership, Accounting, Process Improvement, Forecasting, Budgets, Strategic Financial..., Strategic Planning, Sarbanes-Oxley Act, Internal Controls, Business Strategy, Mergers & Acquisitions, Executive Management, Business Planning, Due Diligence, Finance
Education
Saint Bonaventure University 1986 — 1990
BBA, Accounting
Sentinel Benefits & Financial Group 2012 - Present
EMD Serono 2011 - 2012
Morgan Stanley Smith Barney May 2010 - August 2011
Thomson CompuMark April 2005 - December 2009
Thomson CompuMark April 2005 - October 2008
SmartBargains Inc, now SmartBargains.com April 2001 - March 2005
CO Space Inc, now part of InterNAP January 2000 - October 2000
MTV Networks 1995 - 1999
PricewaterhouseCoopers 1990 - 1995
Skills
Strategy, Start-ups, Financial Analysis, Management, Financial Modeling, Mergers, Analysis, Sales, Negotiation, Financial Reporting, Leadership, Accounting, Process Improvement, Forecasting, Budgets, Strategic Financial..., Strategic Planning, Sarbanes-Oxley Act, Internal Controls, Business Strategy, Mergers & Acquisitions, Executive Management, Business Planning, Due Diligence, Finance
Education
Saint Bonaventure University 1986 — 1990
BBA, Accounting
Eric Thomson's Morgan Stanley Smith Barney Experience 2007 - 2010
Job Vice President Institutional Sales, Global Equity Capital Markets at Alexander Capital
Industry Financial Services
Experience
Alexander Capital March 2014 - Present
Aegis Capital June 2010 - March 2014
Morgan Stanley Smith Barney 2007 - 2010
Skills
Uniform Combined State..., Series 7, Wealth Management, Retirement Planning, Investment Strategies, Asset Allocation, Mutual Funds, Equities, Alternative Investments, Investments, Series 63, Fixed Income, Portfolio Management, Securities, Bonds, Strategic Financial..., Asset Managment, IRAs, Equity Research, IPO, Investment Advisory, Trading, Hedge Funds, FINRA, Options, Capital Markets, Equity Trading, Investment Banking, Private Equity, Corporate Finance, Capital, Venture Capital, Private Placements, Equity Capital Markets, Institutional..., Asset Management
Education
Saint Joseph's University
BA, Finance & Economics
Christian Brothers Academy
Alexander Capital March 2014 - Present
Aegis Capital June 2010 - March 2014
Morgan Stanley Smith Barney 2007 - 2010
Skills
Uniform Combined State..., Series 7, Wealth Management, Retirement Planning, Investment Strategies, Asset Allocation, Mutual Funds, Equities, Alternative Investments, Investments, Series 63, Fixed Income, Portfolio Management, Securities, Bonds, Strategic Financial..., Asset Managment, IRAs, Equity Research, IPO, Investment Advisory, Trading, Hedge Funds, FINRA, Options, Capital Markets, Equity Trading, Investment Banking, Private Equity, Corporate Finance, Capital, Venture Capital, Private Placements, Equity Capital Markets, Institutional..., Asset Management
Education
Saint Joseph's University
BA, Finance & Economics
Christian Brothers Academy
Shawn Cheng Shawn Cheng's Morgan Stanley Smith Barney Experience June 2004 - August 2004
Job VC at Vayner/RSE
Industry Internet
Experience
Vayner/RSE January 2015 - Present
Entrepreneurs Roundtable Accelerator September 2013 - Present
VaynerMedia July 2013 - January 2015
BBDO April 2011 - July 2013
Razorfish May 2010 - April 2011
Razorfish July 2008 - April 2010
Razorfish May 2007 - June 2008
Zenith Media September 2006 - May 2007
VitroRobertson January 2005 - June 2006
Morgan Stanley Smith Barney June 2004 - August 2004
Skills
Search, Search Advertising, Mobile Search, social media, Social Media Marketing, emerging media, advertising, marketing, Online Marketing, Digital Strategy, New Business, Social Marketing, SEM, Direct Marketing, Account Management, Mobile, New Business Acquisition, Digital Marketing, Digital Media, Online Advertising, PPC, Google Analytics, Google Adwords, Facebook, Campaign Management, Client Services, Social Networking, Marketing Strategy, New Media, Content Strategy
Education
San Diego State University-California State University 2001 — 2006
Bachelor of Arts
Vayner/RSE January 2015 - Present
Entrepreneurs Roundtable Accelerator September 2013 - Present
VaynerMedia July 2013 - January 2015
BBDO April 2011 - July 2013
Razorfish May 2010 - April 2011
Razorfish July 2008 - April 2010
Razorfish May 2007 - June 2008
Zenith Media September 2006 - May 2007
VitroRobertson January 2005 - June 2006
Morgan Stanley Smith Barney June 2004 - August 2004
Skills
Search, Search Advertising, Mobile Search, social media, Social Media Marketing, emerging media, advertising, marketing, Online Marketing, Digital Strategy, New Business, Social Marketing, SEM, Direct Marketing, Account Management, Mobile, New Business Acquisition, Digital Marketing, Digital Media, Online Advertising, PPC, Google Analytics, Google Adwords, Facebook, Campaign Management, Client Services, Social Networking, Marketing Strategy, New Media, Content Strategy
Education
San Diego State University-California State University 2001 — 2006
Bachelor of Arts
Jason Theisen's Morgan Stanley Smith Barney Experience November 2009 - March 2012
Job Director of Communications & Technology at Ibis Capital (US)
Industry Financial Services
Experience
Ibis Capital (US) December 2014 - Present
Ibis Capital (US) March 2012 - December 2014
Morgan Stanley Smith Barney November 2009 - March 2012
Skills
Business Development, Social Networking, Customer Service, Investments, Lead Generation, Social Media, PowerPoint, eMoney Advisor, Leadership, Marketing, Microsoft Excel, Salesforce.com, Database Admin, Series 7, Series 66, Salesforce.com..., Time Management, Market Research, Entrepreneurship, Social Media Marketing, Event Planning, Black Diamond..., Mac OS X, Outlook, Wealth Management, Sales, Financial Analysis, Insurance, Facebook, Investment Strategies, Cold Calling, FINRA, Networking, WebEx, Microsoft Word, Microsoft Office, Photoshop, Regulatory Compliance, Operations Management
Education
San Diego State University-California State University 2004 — 2009
BS, Marketing
Tesoro High School 2000 — 2004
Ibis Capital (US) December 2014 - Present
Ibis Capital (US) March 2012 - December 2014
Morgan Stanley Smith Barney November 2009 - March 2012
Skills
Business Development, Social Networking, Customer Service, Investments, Lead Generation, Social Media, PowerPoint, eMoney Advisor, Leadership, Marketing, Microsoft Excel, Salesforce.com, Database Admin, Series 7, Series 66, Salesforce.com..., Time Management, Market Research, Entrepreneurship, Social Media Marketing, Event Planning, Black Diamond..., Mac OS X, Outlook, Wealth Management, Sales, Financial Analysis, Insurance, Facebook, Investment Strategies, Cold Calling, FINRA, Networking, WebEx, Microsoft Word, Microsoft Office, Photoshop, Regulatory Compliance, Operations Management
Education
San Diego State University-California State University 2004 — 2009
BS, Marketing
Tesoro High School 2000 — 2004
Juan A Martinez Juan A Martinez's Morgan Stanley Smith Barney Experience December 2001 - December 2012
Job Administrative Principal/Controls Officer for Citi Personal Wealth Management Assistant Vice President
Industry Financial Services
Experience
Citi Personal Wealth Management January 2013 - Present
FINRA March 2012 - Present
Morgan Stanley Smith Barney December 2001 - December 2012
Citigroup Smith Barney June 2000 - December 2001
Global Stock Plan Services June 1999 - June 2000
Waterhouse Securities Corp, Inc June 1991 - March 1997
Smith Barney Harris Upham, Inc January 1986 - March 1989
U.S. Naval Service – USS Boulder LST January 1981 - January 1985
Skills
Credit Risk, Credit Analysis, Model Portfolios, Brokerage, Microsoft Office, Corporate Equity Stock..., Securities Regulation, Margin, Employee Stock Options, Index Options
Education
San Antonio College 2000 — 2006
Undergraduate Certificates, Finance and Financial Management Services, 3.533
Citi Personal Wealth Management January 2013 - Present
FINRA March 2012 - Present
Morgan Stanley Smith Barney December 2001 - December 2012
Citigroup Smith Barney June 2000 - December 2001
Global Stock Plan Services June 1999 - June 2000
Waterhouse Securities Corp, Inc June 1991 - March 1997
Smith Barney Harris Upham, Inc January 1986 - March 1989
U.S. Naval Service – USS Boulder LST January 1981 - January 1985
Skills
Credit Risk, Credit Analysis, Model Portfolios, Brokerage, Microsoft Office, Corporate Equity Stock..., Securities Regulation, Margin, Employee Stock Options, Index Options
Education
San Antonio College 2000 — 2006
Undergraduate Certificates, Finance and Financial Management Services, 3.533
RALPH DIAZ RALPH DIAZ's Morgan Stanley Smith Barney Experience March 2000 - January 2010
Job Financial Advisor, Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2010 - Present
Morgan Stanley Smith Barney March 2000 - January 2010
Skills
Hedge Funds, Investments, Asset Allocation, Bonds, Equities, Fixed Income, Series 63, Alternative Investments, Asset Management, Series 7, Wealth Management, Investment Advisory, Investment Strategies, Series 65, Retirement Planning
Education
Rutgers University-New Brunswick 1986 — 1991
BA, Economics
Merrill Lynch January 2010 - Present
Morgan Stanley Smith Barney March 2000 - January 2010
Skills
Hedge Funds, Investments, Asset Allocation, Bonds, Equities, Fixed Income, Series 63, Alternative Investments, Asset Management, Series 7, Wealth Management, Investment Advisory, Investment Strategies, Series 65, Retirement Planning
Education
Rutgers University-New Brunswick 1986 — 1991
BA, Economics
Gaury Hernandez's Morgan Stanley Smith Barney Experience 2010 - Present
Job Registered associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2010 - Present
Charles Schwab December 2006 - July 2010
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1998
Ba, Economics
Morgan Stanley Smith Barney 2010 - Present
Charles Schwab December 2006 - July 2010
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1998
Ba, Economics
Edward. Abdel-Malak Edward. Abdel-Malak's Morgan Stanley Smith Barney Experience August 2002 - May 2003
Job Management at FAST
Industry Financial Services
Experience
FAST March 2014 - Present
Accenture September 2013 - March 2014
Accenture September 2010 - August 2013
Accenture May 2007 - August 2010
American Express January 2007 - April 2007
American Express November 2005 - December 2006
Merrill Lynch July 2004 - November 2005
Morgan Stanley Smith Barney August 2002 - May 2003
Skills
Visio, SharePoint, Financial Modeling, Financial Analysis, Finance Transformation, Process Engineering, Financial Reporting, Process Improvement, Accounting, Risk Management, Budgeting, Forecasting, Strategic Planning, Business Process..., Business Analysis, Corporate Finance, Banking, Financial Management, Program Management, Business Planning, Financial Planning, Essbase, Hyperion, Financial Accounting, Business Case, Analysis, Excel, PowerPoint, Outlook, Lotus Notes, Word, System Testing, Integration Testing, UI testing, End-to-end, Test Execution, Defect Tracking, Functional..., Functional Design, Financial Services, Microsoft Excel, Operating Models, Project Management
Education
Rutgers, The State University of New Jersey-Newark 2000 — 2004
BA, Finance
OBHS
FAST March 2014 - Present
Accenture September 2013 - March 2014
Accenture September 2010 - August 2013
Accenture May 2007 - August 2010
American Express January 2007 - April 2007
American Express November 2005 - December 2006
Merrill Lynch July 2004 - November 2005
Morgan Stanley Smith Barney August 2002 - May 2003
Skills
Visio, SharePoint, Financial Modeling, Financial Analysis, Finance Transformation, Process Engineering, Financial Reporting, Process Improvement, Accounting, Risk Management, Budgeting, Forecasting, Strategic Planning, Business Process..., Business Analysis, Corporate Finance, Banking, Financial Management, Program Management, Business Planning, Financial Planning, Essbase, Hyperion, Financial Accounting, Business Case, Analysis, Excel, PowerPoint, Outlook, Lotus Notes, Word, System Testing, Integration Testing, UI testing, End-to-end, Test Execution, Defect Tracking, Functional..., Functional Design, Financial Services, Microsoft Excel, Operating Models, Project Management
Education
Rutgers, The State University of New Jersey-Newark 2000 — 2004
BA, Finance
OBHS
Semi Selita Semi Selita's Morgan Stanley Smith Barney Experience May 2011 - Present
Job Vice President at Morgan Stanley Smith Barney
Industry Banking
Experience
Morgan Stanley Smith Barney May 2011 - Present
Wachovia, A Wells Fargo Company June 2000 - September 2010
Wachovia Bank June 2000 - 2010
JP Morgan Chase and Legacy June 1978 - June 2000
Chemical Bank June 1990 - August 1996
Hanover Trust Co June 1978 - May 1990
Skills
Business Process..., Securities, Banking, Financial Services, Derivatives, Settlement, Risk Management, Account Reconciliation, Analysis, Bonds, Budgets, Capital Markets, Credit, Equities, Executive Management, Fixed Income, Internal Audit, Internal Controls, Investments, Leadership, Management, Mergers, Middle Office, Mutual Funds, Portfolio Management, Relationship Management, Trading, Training, Wealth Management, Operational Risk
Education
Saint John's University
Associate
Morgan Stanley Smith Barney May 2011 - Present
Wachovia, A Wells Fargo Company June 2000 - September 2010
Wachovia Bank June 2000 - 2010
JP Morgan Chase and Legacy June 1978 - June 2000
Chemical Bank June 1990 - August 1996
Hanover Trust Co June 1978 - May 1990
Skills
Business Process..., Securities, Banking, Financial Services, Derivatives, Settlement, Risk Management, Account Reconciliation, Analysis, Bonds, Budgets, Capital Markets, Credit, Equities, Executive Management, Fixed Income, Internal Audit, Internal Controls, Investments, Leadership, Management, Mergers, Middle Office, Mutual Funds, Portfolio Management, Relationship Management, Trading, Training, Wealth Management, Operational Risk
Education
Saint John's University
Associate
Margaret Sanchez Margaret Sanchez's Morgan Stanley Smith Barney Experience June 2004 - November 2009
Job Admin Manager with Merrill Edge
Industry Financial Services
Experience
Merrill Edge January 2012 - Present
Southwest Securities July 2010 - January 2012
Morgan Stanley Smith Barney June 2004 - November 2009
Smith Barney March 1988 - June 2004
EF Hutton September 1985 - March 1988
Skills
AML, Accounting, Accounts Payable, Analysis, Auditing, FINRA, Financial Risk, Financial Services, Human Resources, Internal Controls, Investments, Leadership, Management, Mergers & Acquisitions, Mutual Funds, Operations Management, Project Management, Risk Management, Securities, Series 63, Series 7, Team Building, Wealth Management
Education
Samford University 1982 — 1985
Bachelors, Business Administration
Merrill Edge January 2012 - Present
Southwest Securities July 2010 - January 2012
Morgan Stanley Smith Barney June 2004 - November 2009
Smith Barney March 1988 - June 2004
EF Hutton September 1985 - March 1988
Skills
AML, Accounting, Accounts Payable, Analysis, Auditing, FINRA, Financial Risk, Financial Services, Human Resources, Internal Controls, Investments, Leadership, Management, Mergers & Acquisitions, Mutual Funds, Operations Management, Project Management, Risk Management, Securities, Series 63, Series 7, Team Building, Wealth Management
Education
Samford University 1982 — 1985
Bachelors, Business Administration
Brian Dundon, MSA's Morgan Stanley Smith Barney Experience January 2013 - April 2013
Job Assurance Associate at PwC
Industry Accounting
Experience
PwC July 2015 - Present
John F. Welch College of Business, Sacred Heart University August 2014 - May 2015
Welsh, Carson, Anderson & Stowe June 2014 - August 2014
GE Capital September 2013 - May 2014
Welsh, Carson, Anderson & Stowe June 2013 - August 2013
Morgan Stanley Smith Barney January 2013 - April 2013
Skills
PowerPoint, Teamwork, Management, Accounting, Microsoft Word, Finance, Microsoft Office, Microsoft Excel, Social Media, Due Diligence, Highly personable, Team Leadership, Highly motivated..., Fundraising, Financial Accounting, Customer Service, Multi-tasking Skills, Interpersonal..., Leadership
Education
Sacred Heart University 2014 — 2015
Master’s Degree, Accounting, 3.7
Sacred Heart University 2010 — 2014
Bachelor of Science (B.S.), Accounting, 3.4
West Islip High School 2006 — 2010
High School Diploma
PwC July 2015 - Present
John F. Welch College of Business, Sacred Heart University August 2014 - May 2015
Welsh, Carson, Anderson & Stowe June 2014 - August 2014
GE Capital September 2013 - May 2014
Welsh, Carson, Anderson & Stowe June 2013 - August 2013
Morgan Stanley Smith Barney January 2013 - April 2013
Skills
PowerPoint, Teamwork, Management, Accounting, Microsoft Word, Finance, Microsoft Office, Microsoft Excel, Social Media, Due Diligence, Highly personable, Team Leadership, Highly motivated..., Fundraising, Financial Accounting, Customer Service, Multi-tasking Skills, Interpersonal..., Leadership
Education
Sacred Heart University 2014 — 2015
Master’s Degree, Accounting, 3.7
Sacred Heart University 2010 — 2014
Bachelor of Science (B.S.), Accounting, 3.4
West Islip High School 2006 — 2010
High School Diploma
Kate W. Livingston, CDIA+'s Morgan Stanley Smith Barney Experience December 2000 - December 2002
Job Account Executive at EMC
Industry Information Technology and Services
Experience
EMC July 2013 - Present
Iron Mountain December 2002 - June 2013
Morgan Stanley Smith Barney December 2000 - December 2002
Fortrex Technologies October 1999 - December 2000
Skills
Account Management, B2B, Business Development, Business Process, Cloud Computing, Cold Calling, Competitive Analysis, Contract Negotiation, Customer Service, Data Center, Direct Marketing, Document Management, Enterprise Software, Lead Generation, Leadership, Management, Marketing Strategy, Negotiation, Networking, SaaS, Sales, Sales Enablement, Sales Management, Sales Operations, Salesforce.com, Selling, Solution Selling, Strategy, Wireless, Sales Process, Direct Sales, Professional Services, Global Contract..., Infrastructure
Education
Salisbury State University 1997 — 1999
BS, Education
EMC July 2013 - Present
Iron Mountain December 2002 - June 2013
Morgan Stanley Smith Barney December 2000 - December 2002
Fortrex Technologies October 1999 - December 2000
Skills
Account Management, B2B, Business Development, Business Process, Cloud Computing, Cold Calling, Competitive Analysis, Contract Negotiation, Customer Service, Data Center, Direct Marketing, Document Management, Enterprise Software, Lead Generation, Leadership, Management, Marketing Strategy, Negotiation, Networking, SaaS, Sales, Sales Enablement, Sales Management, Sales Operations, Salesforce.com, Selling, Solution Selling, Strategy, Wireless, Sales Process, Direct Sales, Professional Services, Global Contract..., Infrastructure
Education
Salisbury State University 1997 — 1999
BS, Education
Dennis C. Hearndon Dennis C. Hearndon's Morgan Stanley Smith Barney Experience December 2009 - July 2014
Job Lead Medicaid and Marketplace Molina Member Service.
Industry Hospital & Health Care
Experience
MOLINA HEALTHCARE INC July 2015 - Present
General Dynamics Information Technology November 2014 - July 2015
Morgan Stanley Smith Barney December 2009 - July 2014
General Dynamics Information Technology September 2014 - 2014
Morgan Stanley 2004 - 2013
Discover Financial Services 2003 - 2009
Skills
Wealth Management, Investments, Retirement Planning, Mutual Funds, Asset Allocation, Securities, Equities, Retirement, Alternative Investments, Fixed Income, Portfolio Management, Investment Strategies, Investment Advisory, Strategic Financial..., Asset Management, Financial Advisory, Uniform Combined State..., Customer Service, Financial Planning, Public Speaking, Project Management, Microsoft Excel, Microsoft Word, Strategic Planning, Process Improvement, Team Leadership, Social Media, Management, Team Building, Microsoft Office, Leadership, PowerPoint
Education
San Diego City College 1988 — 1990
MOLINA HEALTHCARE INC July 2015 - Present
General Dynamics Information Technology November 2014 - July 2015
Morgan Stanley Smith Barney December 2009 - July 2014
General Dynamics Information Technology September 2014 - 2014
Morgan Stanley 2004 - 2013
Discover Financial Services 2003 - 2009
Skills
Wealth Management, Investments, Retirement Planning, Mutual Funds, Asset Allocation, Securities, Equities, Retirement, Alternative Investments, Fixed Income, Portfolio Management, Investment Strategies, Investment Advisory, Strategic Financial..., Asset Management, Financial Advisory, Uniform Combined State..., Customer Service, Financial Planning, Public Speaking, Project Management, Microsoft Excel, Microsoft Word, Strategic Planning, Process Improvement, Team Leadership, Social Media, Management, Team Building, Microsoft Office, Leadership, PowerPoint
Education
San Diego City College 1988 — 1990
Rob McAllister Jr.'s Morgan Stanley Smith Barney Experience June 2011 - August 2012
Job Client Service Associate
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Vail Resorts October 2014 - March 2015
Morgan Stanley Smith Barney June 2011 - August 2012
R.M. TRAVELING CAR DETAILING May 2010 - August 2012
Skills
Business Development, Finance, Marketing, Microsoft Excel, Social Media, Management, Investments, Customer Service
Education
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2013
Bachelor of Arts (B.A.), Economics
Morgan Stanley July 2015 - Present
Vail Resorts October 2014 - March 2015
Morgan Stanley Smith Barney June 2011 - August 2012
R.M. TRAVELING CAR DETAILING May 2010 - August 2012
Skills
Business Development, Finance, Marketing, Microsoft Excel, Social Media, Management, Investments, Customer Service
Education
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2013
Bachelor of Arts (B.A.), Economics
Nefer Lopez Nefer Lopez's Morgan Stanley Smith Barney Experience June 2008 - September 2008
Job Inbound Marketing Director at Customerville
Industry Marketing and Advertising
Experience
Customerville February 2014 - Present
WordStream April 2013 - February 2014
WordStream April 2012 - April 2013
Patch.com September 2011 - April 2012
Premier Retail Networks August 2010 - September 2011
Premier Retail Networks October 2008 - August 2010
Morgan Stanley Smith Barney June 2008 - September 2008
Merrill Lynch June 2008 - September 2008
Centara Capital January 2007 - May 2007
Centre City Development Corporation November 2005 - January 2007
Skills
Bilingual-Spanish, PPC, Lead Generation, Google Adwords, Google Analytics, Online Advertising, Email Marketing, CRM, Microsoft Excel, Landing Page..., HTML/CSS, JavaScript, jQuery
Education
San Diego State University-California State University 2004 — 2008
International Business
Instituto Tecnológico de Costa Rica
Universitat de Barcelona
Customerville February 2014 - Present
WordStream April 2013 - February 2014
WordStream April 2012 - April 2013
Patch.com September 2011 - April 2012
Premier Retail Networks August 2010 - September 2011
Premier Retail Networks October 2008 - August 2010
Morgan Stanley Smith Barney June 2008 - September 2008
Merrill Lynch June 2008 - September 2008
Centara Capital January 2007 - May 2007
Centre City Development Corporation November 2005 - January 2007
Skills
Bilingual-Spanish, PPC, Lead Generation, Google Adwords, Google Analytics, Online Advertising, Email Marketing, CRM, Microsoft Excel, Landing Page..., HTML/CSS, JavaScript, jQuery
Education
San Diego State University-California State University 2004 — 2008
International Business
Instituto Tecnológico de Costa Rica
Universitat de Barcelona
Katrina Donohue Swenson's Morgan Stanley Smith Barney Experience April 2012 - October 2013
Job Marketing Consultant at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC October 2013 - May 2015
Morgan Stanley Smith Barney April 2012 - October 2013
PricewaterhouseCoopers March 2011 - September 2011
Vanguard October 2008 - March 2011
Legg Mason Capital Management February 2006 - September 2008
T Rowe Price August 2004 - February 2006
Skills
Mutual Funds, Equities, Investments, Asset Allocation, Securities, Asset Management, Portfolio Management, Alternative Investments, Fixed Income, Financial Services, Bloomberg, Investment Strategies, Investment Management, Wealth Management, ETFs, Relationship Management, Business Analysis, Advertising, Digital Marketing, Marketing, Marketing Communications, Online Marketing, Marketing Strategy, Product Marketing, Social Media Marketing
Education
Salisbury University - Perdue School of Business 2000 — 2004
Bachelor of Science (BS), Marketing
Janney Montgomery Scott LLC October 2013 - May 2015
Morgan Stanley Smith Barney April 2012 - October 2013
PricewaterhouseCoopers March 2011 - September 2011
Vanguard October 2008 - March 2011
Legg Mason Capital Management February 2006 - September 2008
T Rowe Price August 2004 - February 2006
Skills
Mutual Funds, Equities, Investments, Asset Allocation, Securities, Asset Management, Portfolio Management, Alternative Investments, Fixed Income, Financial Services, Bloomberg, Investment Strategies, Investment Management, Wealth Management, ETFs, Relationship Management, Business Analysis, Advertising, Digital Marketing, Marketing, Marketing Communications, Online Marketing, Marketing Strategy, Product Marketing, Social Media Marketing
Education
Salisbury University - Perdue School of Business 2000 — 2004
Bachelor of Science (BS), Marketing
Julie Terrana, CDFA®, CRPC® Julie Terrana, CDFA®, CRPC®'s Morgan Stanley Smith Barney Experience 2006 - 2011
Job Private Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2011 - Present
Morgan Stanley Smith Barney 2006 - 2011
Skills
Retirement Planning, Retirement, Wealth Management, Wealth Accumulation..., Wealth Preservation..., Risk Management, Securities, Investments, Estate Planning, Finance, Investment Management, Asset Management, 401k, Fixed Annuities, Asset Allocation, Financial Advisory, Leadership, Wealth
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2008
Bachelor's Degree, Marketing
American University of Rome 2007 — 2007
Study Abroad Program, Business
Merrill Lynch 2011 - Present
Morgan Stanley Smith Barney 2006 - 2011
Skills
Retirement Planning, Retirement, Wealth Management, Wealth Accumulation..., Wealth Preservation..., Risk Management, Securities, Investments, Estate Planning, Finance, Investment Management, Asset Management, 401k, Fixed Annuities, Asset Allocation, Financial Advisory, Leadership, Wealth
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2008
Bachelor's Degree, Marketing
American University of Rome 2007 — 2007
Study Abroad Program, Business
Tim Flagler Tim Flagler's Morgan Stanley Smith Barney Experience March 2011 - Present
Job Portfolio Manager, JP Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan April 2015 - Present
Morgan Stanley Smith Barney March 2011 - Present
SEI Investments May 2008 - March 2010
John Hancock Life Insurance Company (U.S.A.) September 2007 - November 2007
Wilmington Finance June 2007 - August 2007
AIG May 2006 - August 2006
Skills
Mutual Funds, Accounting, Account Reconciliation, Financial Statements, Asset, Cash, Investments, Bloomberg, Hedge Funds, Financial Analysis, Middle Office, Fund Accounting, Wealth Management, Customer Service
Education
Saint Joseph's University 2004 — 2008
B.S., Finance - Economics
J.P. Morgan April 2015 - Present
Morgan Stanley Smith Barney March 2011 - Present
SEI Investments May 2008 - March 2010
John Hancock Life Insurance Company (U.S.A.) September 2007 - November 2007
Wilmington Finance June 2007 - August 2007
AIG May 2006 - August 2006
Skills
Mutual Funds, Accounting, Account Reconciliation, Financial Statements, Asset, Cash, Investments, Bloomberg, Hedge Funds, Financial Analysis, Middle Office, Fund Accounting, Wealth Management, Customer Service
Education
Saint Joseph's University 2004 — 2008
B.S., Finance - Economics
Courtney Kaska's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Territory Manager Critical Care at Verathon Inc., subsidiary of Roper Technologies, Inc.
Industry Medical Devices
Experience
Verathon Inc., subsidiary of Roper Technologies, Inc. September 2015 - Present
Verathon Inc., subsidiary of Roper Technologies, Inc. January 2015 - August 2015
Verathon Inc., division of Roper Industries June 2014 - December 2014
Ricoh Americas Corporation August 2012 - June 2014
New York Life Insurance Company January 2011 - December 2011
Saint Joseph's University February 2010 - August 2011
Saint Joseph's University May 2009 - May 2011
Morgan Stanley Smith Barney June 2009 - August 2009
Tranquility Day Spa February 2008 - August 2008
Skills
Microsoft Office, Research, Recruiting, Fundraising, Office Administration, Facebook, Sales, Non-profits, Management, Time Management, Retail, Nonprofits
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2012
Bachelor of Science in Business Administration, Finance
Verathon Inc., subsidiary of Roper Technologies, Inc. September 2015 - Present
Verathon Inc., subsidiary of Roper Technologies, Inc. January 2015 - August 2015
Verathon Inc., division of Roper Industries June 2014 - December 2014
Ricoh Americas Corporation August 2012 - June 2014
New York Life Insurance Company January 2011 - December 2011
Saint Joseph's University February 2010 - August 2011
Saint Joseph's University May 2009 - May 2011
Morgan Stanley Smith Barney June 2009 - August 2009
Tranquility Day Spa February 2008 - August 2008
Skills
Microsoft Office, Research, Recruiting, Fundraising, Office Administration, Facebook, Sales, Non-profits, Management, Time Management, Retail, Nonprofits
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2012
Bachelor of Science in Business Administration, Finance
Cheryl Burke Cheryl Burke's Morgan Stanley Smith Barney Experience April 2010 - April 2012
Job Financial Services Professional
Industry Financial Services
Experience
First Republic Bank January 2013 - October 2014
Morgan Stanley Smith Barney April 2010 - April 2012
Goldman Sachs May 1986 - February 2009
Skills
FINRA 7, 65, 63, 3..., Fixed Income, Derivatives, FINRA, Leadership, Wealth Management, Equities, Options, Middle Office, Equity Trading, Securities, Trading, CRM, Hedge Funds, Swaps, Credit, Financial Risk
Education
Salem State University
Bachelor of Science (BS)
First Republic Bank January 2013 - October 2014
Morgan Stanley Smith Barney April 2010 - April 2012
Goldman Sachs May 1986 - February 2009
Skills
FINRA 7, 65, 63, 3..., Fixed Income, Derivatives, FINRA, Leadership, Wealth Management, Equities, Options, Middle Office, Equity Trading, Securities, Trading, CRM, Hedge Funds, Swaps, Credit, Financial Risk
Education
Salem State University
Bachelor of Science (BS)
Michael Abdelmaseih Michael Abdelmaseih's Morgan Stanley Smith Barney Experience 2009 - 2009
Job Customer Operations Representative at Fiserv
Industry Financial Services
Experience
Fiserv May 2010 - Present
Morgan Stanley Smith Barney 2009 - 2009
Skills
Process Improvement, Business Analysis, Customer Service, Analysis, Team Leadership, Microsoft Office, Microsoft Excel, Data Analysis
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2010
Fiserv May 2010 - Present
Morgan Stanley Smith Barney 2009 - 2009
Skills
Process Improvement, Business Analysis, Customer Service, Analysis, Team Leadership, Microsoft Office, Microsoft Excel, Data Analysis
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2010
Gregory J. McLean Gregory J. McLean's Morgan Stanley Smith Barney Experience 2009 - 2011
Job Vice President Rockland Trust Investment Management Group.
Industry Financial Services
Experience
Rockland Trust December 2014 - Present
Advisors Asset Management, Inc. 2013 - 2014
Merrill Lynch 2011 - 2013
Morgan Stanley Smith Barney 2009 - 2011
John Hancock Investments 2004 - 2009
John Hancock Investments 1997 - 2004
Skills
Series 7, Mutual Funds, Asset Managment, Alternative Investments, Training, Equity Trading, Investments, Strategic Financial..., Asset Management, Asset Allocation, Business Development, Finance, Financial Advisory, Forecasting, Series 63, Wealth Management, Retirement Planning, Financial Services, Financial Planning, Portfolio Management
Education
Saint Michael's College 1992 — 1997
Bachelor of Arts (B.A.), Psychology
Brewster Academy 1991 — 1992
Rockland Trust December 2014 - Present
Advisors Asset Management, Inc. 2013 - 2014
Merrill Lynch 2011 - 2013
Morgan Stanley Smith Barney 2009 - 2011
John Hancock Investments 2004 - 2009
John Hancock Investments 1997 - 2004
Skills
Series 7, Mutual Funds, Asset Managment, Alternative Investments, Training, Equity Trading, Investments, Strategic Financial..., Asset Management, Asset Allocation, Business Development, Finance, Financial Advisory, Forecasting, Series 63, Wealth Management, Retirement Planning, Financial Services, Financial Planning, Portfolio Management
Education
Saint Michael's College 1992 — 1997
Bachelor of Arts (B.A.), Psychology
Brewster Academy 1991 — 1992
Julie Childers, P.E. Julie Childers, P.E.'s Morgan Stanley Smith Barney Experience 2011 - 2011
Job Civil Engineer at Larson & Associates, Inc. & Owner at Einstein Design & Consulting
Industry Civil Engineering
Experience
Larson & Associates, Inc. March 2014 - Present
Einstein Design & Consulting May 2012 - Present
Domicile Experts Inc July 2012 - May 2013
Velvet and Shag Vintage October 2010 - July 2012
Morgan Stanley Smith Barney 2011 - 2011
Larson & Associates, Inc. March 2000 - September 2009
Skills
Web Design, Marketing, Advertising, Graphic Design, Marketing Strategy, Marketing Communications, Social Media, Social Media Marketing, New Business Development, Construction, Strategic Planning, Email Marketing, Civil Engineering, Site Development, Bookkeeping, QuickBooks, Customer Service, Residential Homes, Budgets, Entrepreneurship, Small Business, Contract Negotiation, WordPress, Blogging, Real Estate Development, Photography, Interior Design, Procurement, Online Marketing, Selling, Real Estate, Start-ups, Road, Online Advertising, Business Planning, Business Development, Lead Generation, Project Planning, Sales, Negotiation, Social Networking, Creative Writing
Education
Saint Martin's College 1995 — 1998
Bachelor of Science (B.S.), Civil Engineering
Larson & Associates, Inc. March 2014 - Present
Einstein Design & Consulting May 2012 - Present
Domicile Experts Inc July 2012 - May 2013
Velvet and Shag Vintage October 2010 - July 2012
Morgan Stanley Smith Barney 2011 - 2011
Larson & Associates, Inc. March 2000 - September 2009
Skills
Web Design, Marketing, Advertising, Graphic Design, Marketing Strategy, Marketing Communications, Social Media, Social Media Marketing, New Business Development, Construction, Strategic Planning, Email Marketing, Civil Engineering, Site Development, Bookkeeping, QuickBooks, Customer Service, Residential Homes, Budgets, Entrepreneurship, Small Business, Contract Negotiation, WordPress, Blogging, Real Estate Development, Photography, Interior Design, Procurement, Online Marketing, Selling, Real Estate, Start-ups, Road, Online Advertising, Business Planning, Business Development, Lead Generation, Project Planning, Sales, Negotiation, Social Networking, Creative Writing
Education
Saint Martin's College 1995 — 1998
Bachelor of Science (B.S.), Civil Engineering
Sean McKenna Sean McKenna's Morgan Stanley Smith Barney Experience August 2012 - December 2013
Job Financial Analyst, FP&A at Exelon
Industry Financial Services
Experience
Exelon April 2015 - Present
Bay Technologies Consulting Group, Inc. January 2014 - April 2015
Morgan Stanley Smith Barney August 2012 - December 2013
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Office, Financial Analysis, Corporate Finance, Financial Management, Financial Accounting, Marketing Strategy, Analysis, Entrepreneurship, Finance, Financial Modeling, Management, Marketing, Microsoft Excel, PowerPoint, Microsoft Word, Time Management, Market Research
Education
Salisbury University 2010 — 2012
School; Bachelor's Degree, Business; Finance (Corporate) and Marketing
Salisbury University - Perdue School of Business 2010 — 2012
Bachelor of Science, Finance (Corporate)
University of Maryland Baltimore County 2008 — 2010
Economics
DeMatha Catholic High School 2004 — 2008
Exelon April 2015 - Present
Bay Technologies Consulting Group, Inc. January 2014 - April 2015
Morgan Stanley Smith Barney August 2012 - December 2013
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Office, Financial Analysis, Corporate Finance, Financial Management, Financial Accounting, Marketing Strategy, Analysis, Entrepreneurship, Finance, Financial Modeling, Management, Marketing, Microsoft Excel, PowerPoint, Microsoft Word, Time Management, Market Research
Education
Salisbury University 2010 — 2012
School; Bachelor's Degree, Business; Finance (Corporate) and Marketing
Salisbury University - Perdue School of Business 2010 — 2012
Bachelor of Science, Finance (Corporate)
University of Maryland Baltimore County 2008 — 2010
Economics
DeMatha Catholic High School 2004 — 2008
Gary Kellen, ChFC, CLU, CASL's Morgan Stanley Smith Barney Experience December 1995 - May 2001
Job Vice President Investment Planning at Heck Capital Advisors
Industry Financial Services
Experience
Heck Capital Advisors March 2001 - Present
Morgan Stanley Smith Barney December 1995 - May 2001
Education
St. John's University 1978 — 1982
BS, Business Administration
Heck Capital Advisors March 2001 - Present
Morgan Stanley Smith Barney December 1995 - May 2001
Education
St. John's University 1978 — 1982
BS, Business Administration
Bill Pohrer Bill Pohrer's Morgan Stanley Smith Barney Experience 1998 - 2003
Job Financial Advisor at Krilogy Financial
Industry Financial Services
Experience
Krilogy Financial May 2013 - Present
Smith, Moore & Co. 2009 - May 2013
Merrill Lynch August 2005 - January 2009
Coldwell Banker Gundaker 2003 - 2005
Morgan Stanley Smith Barney 1998 - 2003
Mallinckrodt 1985 - 1998
arthur andersen 1983 - 1985
Skills
Financial Analysis, Strategic Financial..., Retirement Planning, Wealth Management, Asset Allocation, Due Diligence, Series 7, Insurance, Asset Managment, Financial Modeling, Valuation, Investments, Securities, Mutual Funds, Alternative Investments, Portfolio Management, Asset Management, Strategy, Retirement, Finance, Mergers & Acquisitions, Investment Advisory, Risk Management, Investment Strategies, Banking, Corporate Finance, Estate Planning, Tax, Financial Services, Cash Management, Financial Advisory, Equities, Executive Management, Loans, 401k, Uniform Combined State..., Mortgage Lending, Financial Planning
Education
Saint Louis University School of Law 1980 — 1983
JD, LAW
Saint Louis University 1974 — 1978
BS, Accounting
St. Louis U High 1970 — 1974
our lady of providence 1962 — 1970
Krilogy Financial May 2013 - Present
Smith, Moore & Co. 2009 - May 2013
Merrill Lynch August 2005 - January 2009
Coldwell Banker Gundaker 2003 - 2005
Morgan Stanley Smith Barney 1998 - 2003
Mallinckrodt 1985 - 1998
arthur andersen 1983 - 1985
Skills
Financial Analysis, Strategic Financial..., Retirement Planning, Wealth Management, Asset Allocation, Due Diligence, Series 7, Insurance, Asset Managment, Financial Modeling, Valuation, Investments, Securities, Mutual Funds, Alternative Investments, Portfolio Management, Asset Management, Strategy, Retirement, Finance, Mergers & Acquisitions, Investment Advisory, Risk Management, Investment Strategies, Banking, Corporate Finance, Estate Planning, Tax, Financial Services, Cash Management, Financial Advisory, Equities, Executive Management, Loans, 401k, Uniform Combined State..., Mortgage Lending, Financial Planning
Education
Saint Louis University School of Law 1980 — 1983
JD, LAW
Saint Louis University 1974 — 1978
BS, Accounting
St. Louis U High 1970 — 1974
our lady of providence 1962 — 1970
Megan Cassell Megan Cassell's Morgan Stanley Smith Barney Experience January 2008 - March 2011
Job Assistant Operations Manager at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. May 2012 - Present
Morgan Stanley Private Wealth Management March 2011 - May 2012
Morgan Stanley Smith Barney January 2008 - March 2011
Oppenheimer & Co. 2006 - 2008
BrownCo / JP Morgan 2004 - 2006
Education
Salem State College
Bachelor of Science, Communications
UBS Financial Services, Inc. May 2012 - Present
Morgan Stanley Private Wealth Management March 2011 - May 2012
Morgan Stanley Smith Barney January 2008 - March 2011
Oppenheimer & Co. 2006 - 2008
BrownCo / JP Morgan 2004 - 2006
Education
Salem State College
Bachelor of Science, Communications
Desiree Rezentes Desiree Rezentes's Morgan Stanley Smith Barney Experience 2004 - 2010
Job Vice President, Private Client Advisor
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. December 2010 - Present
Morgan Stanley Smith Barney 2004 - 2010
Education
Saint Mary's College of California
BA
JP Morgan Chase Bank, N.A. December 2010 - Present
Morgan Stanley Smith Barney 2004 - 2010
Education
Saint Mary's College of California
BA
Akshay Mahesh's Morgan Stanley Smith Barney Experience January 2012 - June 2012
Job Analyst at Markit
Industry Financial Services
Experience
Markit September 2013 - March 2015
Bank of America November 2012 - August 2013
Morgan Stanley Smith Barney January 2012 - June 2012
San Diego City College August 2008 - July 2009
Skills
Financial Analysis, Statistical Computing, Regression Testing, Project Management, Excel, Teaching, Research, Microsoft Office, Microsoft Excel, Outlook, PowerPoint, Finance
Education
University of California, Davis 2009 — 2011
Bachlors of Science, Managerial Economics, 3.5
Università Commerciale Luigi Bocconi-Milano 2010 — 2010
Business and Economics
San Diego City College 2007 — 2009
Business and Economics
The Millennuim School Dubai 2001 — 2007
Markit September 2013 - March 2015
Bank of America November 2012 - August 2013
Morgan Stanley Smith Barney January 2012 - June 2012
San Diego City College August 2008 - July 2009
Skills
Financial Analysis, Statistical Computing, Regression Testing, Project Management, Excel, Teaching, Research, Microsoft Office, Microsoft Excel, Outlook, PowerPoint, Finance
Education
University of California, Davis 2009 — 2011
Bachlors of Science, Managerial Economics, 3.5
Università Commerciale Luigi Bocconi-Milano 2010 — 2010
Business and Economics
San Diego City College 2007 — 2009
Business and Economics
The Millennuim School Dubai 2001 — 2007
Myles Proe Myles Proe's Morgan Stanley Smith Barney Experience January 2009 - May 2009
Job Client Service Manager at Fidelity Brokerage Services, LLC
Industry Financial Services
Experience
Fidelity Investments July 2011 - Present
Fidelity Investments July 2012 - June 2015
LeapFrog Systems July 2011 - July 2012
North Brookfield Savings Bank May 2010 - July 2011
Wells Fargo Advisors May 2009 - May 2010
Morgan Stanley Smith Barney January 2009 - May 2009
State Street June 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Equities, Microsoft Word, Financial Statements, Series 7, Series 63, Banking, Finance, Risk Management, Analysis, Financial Analysis
Education
Salve Regina University 2006 — 2010
B.S., Economics - Money & Banking
Xaverian Brothers High School 2002 — 2006
Fidelity Investments July 2011 - Present
Fidelity Investments July 2012 - June 2015
LeapFrog Systems July 2011 - July 2012
North Brookfield Savings Bank May 2010 - July 2011
Wells Fargo Advisors May 2009 - May 2010
Morgan Stanley Smith Barney January 2009 - May 2009
State Street June 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Equities, Microsoft Word, Financial Statements, Series 7, Series 63, Banking, Finance, Risk Management, Analysis, Financial Analysis
Education
Salve Regina University 2006 — 2010
B.S., Economics - Money & Banking
Xaverian Brothers High School 2002 — 2006
H. Earl Evans IV H. Earl Evans IV's Morgan Stanley Smith Barney Experience July 2011 - June 2012
Job Partner at Paramount Auto Group
Industry Automotive
Experience
Paramount Auto Group August 2013 - Present
Merrill Lynch June 2012 - 2013
Morgan Stanley Smith Barney July 2011 - June 2012
New York Life Insurance Company December 2008 - June 2011
The Saltwater Edge June 2003 - January 2008
Education
Morristown-Beard School
Salve Regina University
B.S., Economics, Concentration in Finance
Paramount Auto Group August 2013 - Present
Merrill Lynch June 2012 - 2013
Morgan Stanley Smith Barney July 2011 - June 2012
New York Life Insurance Company December 2008 - June 2011
The Saltwater Edge June 2003 - January 2008
Education
Morristown-Beard School
Salve Regina University
B.S., Economics, Concentration in Finance
Jeff Pietrzak's Morgan Stanley Smith Barney Experience July 2011 - February 2013
Job CG Regional Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2013 - Present
Morgan Stanley Smith Barney July 2011 - February 2013
MorganStanley SmithBarney LLC May 2008 - July 2011
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2008
Bachelors, Marketing
Morgan Stanley February 2013 - Present
Morgan Stanley Smith Barney July 2011 - February 2013
MorganStanley SmithBarney LLC May 2008 - July 2011
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2008
Bachelors, Marketing
James Feeney James Feeney's Morgan Stanley Smith Barney Experience June 2007 - February 2011
Job Merrill Edge
Industry Financial Services
Experience
Merrill Edge October 2013 - Present
Investment Partners Asset Management March 2011 - October 2013
Morgan Stanley Smith Barney June 2007 - February 2011
Keane Securites, Co., Inc August 1991 - June 2007
Jesup and Lamont June 1990 - August 1991
EF Hutton April 1980 - April 1983
Skills
Series 63, Investments, Mutual Funds, Finance, Series 7
Education
Saint Peter's University 1979 — 1980
Seton Hall University 1978 — 1979
St Peter's Prep 1974 — 1978
Merrill Edge October 2013 - Present
Investment Partners Asset Management March 2011 - October 2013
Morgan Stanley Smith Barney June 2007 - February 2011
Keane Securites, Co., Inc August 1991 - June 2007
Jesup and Lamont June 1990 - August 1991
EF Hutton April 1980 - April 1983
Skills
Series 63, Investments, Mutual Funds, Finance, Series 7
Education
Saint Peter's University 1979 — 1980
Seton Hall University 1978 — 1979
St Peter's Prep 1974 — 1978
Jeffrey Parker's Morgan Stanley Smith Barney Experience July 2009 - August 2009
Job Sales Executive at Metalogix Software
Industry Computer Software
Experience
Metalogix Software August 2015 - Present
Metalogix Software January 2015 - August 2015
Metalogix Software April 2013 - December 2014
Metalogix Software July 2012 - April 2013
George J. Falter Co March 2011 - July 2012
Atlantic Wine & Spirits August 2010 - March 2011
Morgan Stanley Smith Barney July 2009 - August 2009
Skills
Salesforce.com, Solution Selling, Account Management, Lead Generation, Enterprise Software, Sales, Selling, SaaS, Business Development, Email Marketing, Enterprise Content..., Storage, Sales Process, Sales Operations, Cloud Computing, Professional Services, Direct Sales, Partner Management, Cold Calling, Demand Generation, Channel Partners, CRM, Software Industry, Strategic Partnerships, Go-to-market Strategy
Education
Salisbury University 2007 — 2010
B.A., Economics
Episcopal High School 2001 — 2005
Metalogix Software August 2015 - Present
Metalogix Software January 2015 - August 2015
Metalogix Software April 2013 - December 2014
Metalogix Software July 2012 - April 2013
George J. Falter Co March 2011 - July 2012
Atlantic Wine & Spirits August 2010 - March 2011
Morgan Stanley Smith Barney July 2009 - August 2009
Skills
Salesforce.com, Solution Selling, Account Management, Lead Generation, Enterprise Software, Sales, Selling, SaaS, Business Development, Email Marketing, Enterprise Content..., Storage, Sales Process, Sales Operations, Cloud Computing, Professional Services, Direct Sales, Partner Management, Cold Calling, Demand Generation, Channel Partners, CRM, Software Industry, Strategic Partnerships, Go-to-market Strategy
Education
Salisbury University 2007 — 2010
B.A., Economics
Episcopal High School 2001 — 2005
David Preston, AIF®'s Morgan Stanley Smith Barney Experience January 2006 - September 2006
Job Defined Contribution InvestmentOnly Financial Professional
Industry Financial Services
Experience
Natixis Global Asset Management December 2014 - January 2015
Natixis Global Asset Management March 2012 - December 2014
Law Office of Annette Hines May 2011 - February 2012
Franklin Templeton Investments April 2008 - April 2011
Franklin Templeton Investments May 2007 - March 2008
Franklin Templeton Investments September 2006 - April 2007
Morgan Stanley Smith Barney January 2006 - September 2006
Housing Opportunity Group May 2005 - September 2005
Sodexho Campus Services September 2004 - May 2005
Stavis Seafoods May 1998 - September 2004
Skills
Series 7, Series 63, Separately Managed..., AIF, FINRA, Financial Advisory, Bloomberg, Uniform Combined State..., Series 24, Retirement, ETFs, Asset Management, Equities, Financial Services, Portfolio Management, Series 6, Alternative Investments, Investment Advisory, Series 65, Fixed Annuities, Fixed Income, Wealth Management
Education
University of Tampa - John H. Sykes College of Business 2003 — 2006
Bachelor of Science (B.S.), Finance, 3.49 GPA
Salve Regina University 2002 — 2003
Natixis Global Asset Management December 2014 - January 2015
Natixis Global Asset Management March 2012 - December 2014
Law Office of Annette Hines May 2011 - February 2012
Franklin Templeton Investments April 2008 - April 2011
Franklin Templeton Investments May 2007 - March 2008
Franklin Templeton Investments September 2006 - April 2007
Morgan Stanley Smith Barney January 2006 - September 2006
Housing Opportunity Group May 2005 - September 2005
Sodexho Campus Services September 2004 - May 2005
Stavis Seafoods May 1998 - September 2004
Skills
Series 7, Series 63, Separately Managed..., AIF, FINRA, Financial Advisory, Bloomberg, Uniform Combined State..., Series 24, Retirement, ETFs, Asset Management, Equities, Financial Services, Portfolio Management, Series 6, Alternative Investments, Investment Advisory, Series 65, Fixed Annuities, Fixed Income, Wealth Management
Education
University of Tampa - John H. Sykes College of Business 2003 — 2006
Bachelor of Science (B.S.), Finance, 3.49 GPA
Salve Regina University 2002 — 2003
Collin Martin, CFA Collin Martin, CFA's Morgan Stanley Smith Barney Experience November 2005 - May 2012
Job Senior Research Analyst at Charles Schwab & Co.
Industry Financial Services
Experience
Charles Schwab June 2012 - Present
Morgan Stanley Smith Barney November 2005 - May 2012
Education
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2005
Finance
Charles Schwab June 2012 - Present
Morgan Stanley Smith Barney November 2005 - May 2012
Education
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2005
Finance
Jim Kantner Jim Kantner's Morgan Stanley Smith Barney Experience May 2012 - July 2012
Job Professional Associate Underwriter, Errors & Omissions at ACE Group
Industry Insurance
Experience
ACE Group June 2014 - Present
Philadelphia Eagles July 2009 - February 2014
The Hartford June 2013 - July 2013
Saint Joseph's University September 2011 - May 2013
Morgan Stanley Smith Barney May 2012 - July 2012
Target June 2008 - September 2010
Skills
Leadership, Public Speaking, Customer Service, Data Analysis, Quality Management, Analysis, Insurance, Pivot Tables, Customer Satisfaction, Operational Efficiency, PowerPoint, Marketing
Education
Saint Joseph's University 2010 — 2014
Finance and Risk Management & Insurance
ACE Group June 2014 - Present
Philadelphia Eagles July 2009 - February 2014
The Hartford June 2013 - July 2013
Saint Joseph's University September 2011 - May 2013
Morgan Stanley Smith Barney May 2012 - July 2012
Target June 2008 - September 2010
Skills
Leadership, Public Speaking, Customer Service, Data Analysis, Quality Management, Analysis, Insurance, Pivot Tables, Customer Satisfaction, Operational Efficiency, PowerPoint, Marketing
Education
Saint Joseph's University 2010 — 2014
Finance and Risk Management & Insurance
Sean Kessler Sean Kessler's Morgan Stanley Smith Barney Experience May 2012 - August 2012
Job Sales & Trading at ED&F MAN Capital Markets Ltd
Industry Financial Services
Experience
ED&F MAN Capital Markets Ltd July 2014 - Present
Franklin Templeton Investments July 2013 - July 2014
Morgan Stanley Smith Barney May 2012 - August 2012
The Richman Group February 2012 - June 2012
MF Global June 2011 - August 2011
Best Buy February 2008 - August 2008
Skills
Finance, Microsoft Excel, Financial Modeling, PowerPoint, Microsoft Word, Microsoft Office, Teamwork, Accounting, Market Research, Customer Service, Outlook, Economics, Customer Satisfaction, series 3, Financial Analysis, Corporate Finance, Business Strategy, Valuation, Analysis
Education
John F. Welch College of Business 2012 — 2013
MBA, Finance, Graduate
Sacred Heart University 2008 — 2012
Bachelor of Science, Finance & Economics
John H Glenn
ED&F MAN Capital Markets Ltd July 2014 - Present
Franklin Templeton Investments July 2013 - July 2014
Morgan Stanley Smith Barney May 2012 - August 2012
The Richman Group February 2012 - June 2012
MF Global June 2011 - August 2011
Best Buy February 2008 - August 2008
Skills
Finance, Microsoft Excel, Financial Modeling, PowerPoint, Microsoft Word, Microsoft Office, Teamwork, Accounting, Market Research, Customer Service, Outlook, Economics, Customer Satisfaction, series 3, Financial Analysis, Corporate Finance, Business Strategy, Valuation, Analysis
Education
John F. Welch College of Business 2012 — 2013
MBA, Finance, Graduate
Sacred Heart University 2008 — 2012
Bachelor of Science, Finance & Economics
John H Glenn
Jordie Smith Jordie Smith's Morgan Stanley Smith Barney Experience May 2007 - September 2009
Job Director of Operations & Compliance at Labrum Wealth Management, LLC
Industry Financial Services
Experience
Labrum Wealth Management September 2009 - Present
Morgan Stanley Smith Barney May 2007 - September 2009
Education
San Diego State University-California State University 2003 — 2007
BA, Economics
Labrum Wealth Management September 2009 - Present
Morgan Stanley Smith Barney May 2007 - September 2009
Education
San Diego State University-California State University 2003 — 2007
BA, Economics
Clynton Kakai Clynton Kakai's Morgan Stanley Smith Barney Experience September 2009 - April 2010
Job AVP Analytics Solutions and Technologies, Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank July 2012 - Present
Bank of America Merrill Lynch January 2011 - July 2012
Citi April 2010 - December 2010
Morgan Stanley Smith Barney September 2009 - April 2010
St John's University Information Technology August 2007 - June 2009
Goldman Sachs Group May 2008 - August 2008
St John's University August 2007 - May 2008
Skills
Bloomberg, Credit Risk, Swaps, Credit Derivatives, VBA, Microsoft Excel, SAS, Macroeconomics, Microsoft Office, Modeling, Derivatives, Fixed Income, Interest Rate..., Equity Derivatives, Financial Modeling, Risk Management, Financial Risk, Trading, Portfolio Management, Access
Education
Saint John's University 2005 — 2009
B.Sc, ACTUARIAL SCIENCE
Starehe Boys Center, Nairobi Kenya 2000 — 2003
Deutsche Bank July 2012 - Present
Bank of America Merrill Lynch January 2011 - July 2012
Citi April 2010 - December 2010
Morgan Stanley Smith Barney September 2009 - April 2010
St John's University Information Technology August 2007 - June 2009
Goldman Sachs Group May 2008 - August 2008
St John's University August 2007 - May 2008
Skills
Bloomberg, Credit Risk, Swaps, Credit Derivatives, VBA, Microsoft Excel, SAS, Macroeconomics, Microsoft Office, Modeling, Derivatives, Fixed Income, Interest Rate..., Equity Derivatives, Financial Modeling, Risk Management, Financial Risk, Trading, Portfolio Management, Access
Education
Saint John's University 2005 — 2009
B.Sc, ACTUARIAL SCIENCE
Starehe Boys Center, Nairobi Kenya 2000 — 2003
Tom Cantillon Tom Cantillon's Morgan Stanley Smith Barney Experience 1988 - 1991
Job Managing Director Schwab Advisor Services
Industry Financial Services
Experience
Charles Schwab February 2012 - Present
Schwab Advisor Services September 2005 - January 2012
Symetra Financial 1997 - 2005
Charles Schwab & Co 1991 - 1996
Morgan Stanley Smith Barney 1988 - 1991
Skills
Strategy, New Business Development, Investments, Sales Operations, Relationship Management, Series 63, Mutual Funds, Series 7, Wealth Management, Series 24, Alternative Investments, Financial Services, Securities, Investment Advisory, Business Development
Education
Saint Peter's University
Bachelor of Science (B.S.), Accounting and Business/Management
Charles Schwab February 2012 - Present
Schwab Advisor Services September 2005 - January 2012
Symetra Financial 1997 - 2005
Charles Schwab & Co 1991 - 1996
Morgan Stanley Smith Barney 1988 - 1991
Skills
Strategy, New Business Development, Investments, Sales Operations, Relationship Management, Series 63, Mutual Funds, Series 7, Wealth Management, Series 24, Alternative Investments, Financial Services, Securities, Investment Advisory, Business Development
Education
Saint Peter's University
Bachelor of Science (B.S.), Accounting and Business/Management
Jasin Carlen's Morgan Stanley Smith Barney Experience November 2006 - February 2010
Job Wealth Management Advisor
Industry Investment Management
Experience
Thiesen Dueker Financial Consulting Group January 2010 - Present
Morgan Stanley Smith Barney November 2006 - February 2010
Merrill Lynch November 1998 - February 2008
Skills
Financial Services, Series 7, Finance, Asset Managment, Retirement Planning, Alternative Investments, Equities, Wealth Management, Strategic Financial..., Investments, Series 63, Mutual Funds, Wealth, Financial Planners
Education
San Diego State University-California State University 1989 — 1992
Bachelor of Arts, Economics
Thiesen Dueker Financial Consulting Group January 2010 - Present
Morgan Stanley Smith Barney November 2006 - February 2010
Merrill Lynch November 1998 - February 2008
Skills
Financial Services, Series 7, Finance, Asset Managment, Retirement Planning, Alternative Investments, Equities, Wealth Management, Strategic Financial..., Investments, Series 63, Mutual Funds, Wealth, Financial Planners
Education
San Diego State University-California State University 1989 — 1992
Bachelor of Arts, Economics
Ryan M. Hunt Ryan M. Hunt's Morgan Stanley Smith Barney Experience 2007 - 2010
Job Wealth Management Financial Advisor Team at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2014 - Present
Morgan Stanley 2010 - 2013
Morgan Stanley Smith Barney 2007 - 2010
Lord, Abbett & Co. LLC 2003 - 2007
Lord, Abbett & Co. LLC 2000 - 2003
Morgan Stanley September 1999 - May 2000
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Mutual Funds, Wealth Management, Portfolio Management, Bonds, Competitive Analysis, Series 7, Equities, Fixed Income, Investments, Separately Managed..., Private Equity, Financial Services, Financial Advisory, Investor Relations, Financial Structuring, FINRA, New Business Development, Investment Strategies, Series 63, Investment Advisory, Bloomberg, ETFs, Product Development, Securities, Finance, Corporate Finance, Asset Managment, Real Estate Private..., Private Banking, Investment Management, Trading, Retirement Planning, Financial Markets, Wealth Management..., Fund Of Funds, Retirement, High Net Worth..., Relationship Management, Bloomberg Terminal, Product Management, Product Marketing, Product Strategies, Product Structuring, National Accounts, Key Account Management, Key Account Development, Personal Financial...
Education
Saint Peter's University 2013 — 2015
Master of Business Administration (MBA), Accounting and Finance
Saint Peter's University
BACHELOR OF SCIENCE, Marketing
Edward Jones Financial Advisor Training Program 2014 — 2014
Financial Advisor, Financial Advisor
Smith Barney Financial Advisor Training Program 2007 — 2008
Financial Advisor, Financial Advisor, Completed Financial Advisor Training and Development
Morgan Stanley Financial Advisor Training Program 2008 — 2009
Financial Advisor, Financial Advisor, Completed the Program
Uppermark
CAIA, Level I
Morgan Stanley 2014 - Present
Morgan Stanley 2010 - 2013
Morgan Stanley Smith Barney 2007 - 2010
Lord, Abbett & Co. LLC 2003 - 2007
Lord, Abbett & Co. LLC 2000 - 2003
Morgan Stanley September 1999 - May 2000
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Mutual Funds, Wealth Management, Portfolio Management, Bonds, Competitive Analysis, Series 7, Equities, Fixed Income, Investments, Separately Managed..., Private Equity, Financial Services, Financial Advisory, Investor Relations, Financial Structuring, FINRA, New Business Development, Investment Strategies, Series 63, Investment Advisory, Bloomberg, ETFs, Product Development, Securities, Finance, Corporate Finance, Asset Managment, Real Estate Private..., Private Banking, Investment Management, Trading, Retirement Planning, Financial Markets, Wealth Management..., Fund Of Funds, Retirement, High Net Worth..., Relationship Management, Bloomberg Terminal, Product Management, Product Marketing, Product Strategies, Product Structuring, National Accounts, Key Account Management, Key Account Development, Personal Financial...
Education
Saint Peter's University 2013 — 2015
Master of Business Administration (MBA), Accounting and Finance
Saint Peter's University
BACHELOR OF SCIENCE, Marketing
Edward Jones Financial Advisor Training Program 2014 — 2014
Financial Advisor, Financial Advisor
Smith Barney Financial Advisor Training Program 2007 — 2008
Financial Advisor, Financial Advisor, Completed Financial Advisor Training and Development
Morgan Stanley Financial Advisor Training Program 2008 — 2009
Financial Advisor, Financial Advisor, Completed the Program
Uppermark
CAIA, Level I
Gavin Bogart Gavin Bogart's Morgan Stanley Smith Barney Experience June 2011 - March 2012
Job Managing Director at Raft Property Ventures
Industry Real Estate
Experience
Raft Property Ventures January 2015 - Present
Vintage West Capital Management March 2012 - January 2015
Morgan Stanley Smith Barney June 2011 - March 2012
Cassidy Turley BRE Commercial July 2009 - June 2011
Bogart Property Management February 2008 - December 2010
HPC Puckett and Company September 2007 - January 2008
Skills
Investments, Financial Analysis, Finance, Financial Modeling, Asset Management, Due Diligence, Valuation, Real Estate, Asset Managment, Property Management, Portfolio Management, Real Estate Economics, Commercial Real Estate, Investment Properties, Underwriting, Urban Infill Development, Real Estate Development, Management
Education
San Diego State University-California State University 2004 — 2008
Economics
University of California, San Diego 2014 — 2016
Accounting Certificate
University of San Diego
Real Estate Investments and Development Certificate
Raft Property Ventures January 2015 - Present
Vintage West Capital Management March 2012 - January 2015
Morgan Stanley Smith Barney June 2011 - March 2012
Cassidy Turley BRE Commercial July 2009 - June 2011
Bogart Property Management February 2008 - December 2010
HPC Puckett and Company September 2007 - January 2008
Skills
Investments, Financial Analysis, Finance, Financial Modeling, Asset Management, Due Diligence, Valuation, Real Estate, Asset Managment, Property Management, Portfolio Management, Real Estate Economics, Commercial Real Estate, Investment Properties, Underwriting, Urban Infill Development, Real Estate Development, Management
Education
San Diego State University-California State University 2004 — 2008
Economics
University of California, San Diego 2014 — 2016
Accounting Certificate
University of San Diego
Real Estate Investments and Development Certificate
Greg Bittner Greg Bittner's Morgan Stanley Smith Barney Experience November 2009 - July 2010
Job Sr. Account Executive, Strategic Enterprise accounts at IDC
Industry Information Technology and Services
Experience
IDC February 2015 - Present
Lighthouse Management Group, Inc. July 2014 - February 2015
L2 Technical Sales September 2013 - July 2014
Nexus IS January 2012 - June 2013
Tiburon Research Group July 2011 - January 2012
Renewable Analytics March 2010 - December 2010
Morgan Stanley Smith Barney November 2009 - July 2010
Houston Rockets November 2005 - June 2007
Denver Nuggets September 2001 - October 2005
Vancouver Grizzlies September 2000 - September 2001
Skills
Strategy, Competitive Analysis, Leadership, Cross-functional Team..., Management, Project Management, Account Management, Business Strategy, Analysis, Process Improvement, Sales, Budgets, Sales Operations, Coaching
Education
Saint Mary's College of California 2007 — 2008
Masters, Business Administration
University of Southern California 1987 — 1990
Bachelor of Arts (BA), History
IDC February 2015 - Present
Lighthouse Management Group, Inc. July 2014 - February 2015
L2 Technical Sales September 2013 - July 2014
Nexus IS January 2012 - June 2013
Tiburon Research Group July 2011 - January 2012
Renewable Analytics March 2010 - December 2010
Morgan Stanley Smith Barney November 2009 - July 2010
Houston Rockets November 2005 - June 2007
Denver Nuggets September 2001 - October 2005
Vancouver Grizzlies September 2000 - September 2001
Skills
Strategy, Competitive Analysis, Leadership, Cross-functional Team..., Management, Project Management, Account Management, Business Strategy, Analysis, Process Improvement, Sales, Budgets, Sales Operations, Coaching
Education
Saint Mary's College of California 2007 — 2008
Masters, Business Administration
University of Southern California 1987 — 1990
Bachelor of Arts (BA), History
Rick Fister's Morgan Stanley Smith Barney Experience September 1985 - September 2000
Job Senior Vice President at UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services Inc September 2000 - Present
Morgan Stanley Smith Barney September 1985 - September 2000
Stifel Financial Corp. June 1980 - September 1985
Skills
Investments, Strategic Financial..., Financial Modeling, Loans, Insurance, Real Estate, Wealth Management, Asset Allocation, Retirement Planning
Education
Saint Louis University 1976 — 1978
BA, Political Science & Economics
Chaminade College Prep 1970 — 1974
UBS Financial Services Inc September 2000 - Present
Morgan Stanley Smith Barney September 1985 - September 2000
Stifel Financial Corp. June 1980 - September 1985
Skills
Investments, Strategic Financial..., Financial Modeling, Loans, Insurance, Real Estate, Wealth Management, Asset Allocation, Retirement Planning
Education
Saint Louis University 1976 — 1978
BA, Political Science & Economics
Chaminade College Prep 1970 — 1974
Mary Beth Tierno's Morgan Stanley Smith Barney Experience September 2007 - July 2014
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
Morgan Stanley Smith Barney September 2007 - July 2014
UBS 2004 - 2007
Merrill Lynch 1981 - 2003
A. G. Becker 1981 - 1984
Skills
Equities, Capital Markets, Fixed Income, Strategy, Trading Systems, Portfolio Management, Business Analysis, IT Strategy, Securities, Financial Services, Series 7, Risk Management, Investment Banking, Wealth Management, Derivatives, Mutual Funds, Asset Management, Financial Markets, Options, Trading, Electronic Trading
Education
Saint Peter's University 1988 — 1997
BS, Computer Science
J.P. Morgan July 2014 - Present
Morgan Stanley Smith Barney September 2007 - July 2014
UBS 2004 - 2007
Merrill Lynch 1981 - 2003
A. G. Becker 1981 - 1984
Skills
Equities, Capital Markets, Fixed Income, Strategy, Trading Systems, Portfolio Management, Business Analysis, IT Strategy, Securities, Financial Services, Series 7, Risk Management, Investment Banking, Wealth Management, Derivatives, Mutual Funds, Asset Management, Financial Markets, Options, Trading, Electronic Trading
Education
Saint Peter's University 1988 — 1997
BS, Computer Science
John Jordan, CFA's Morgan Stanley Smith Barney Experience July 2002 - December 2007
Job Business Development Executive Vice President at Northern Trust / FlexShares
Industry Financial Services
Experience
FlexShares ETFs - Northern Trust March 2014 - Present
BlackRock May 2012 - March 2014
Graystone Consulting January 2008 - May 2012
Morgan Stanley Smith Barney July 2002 - December 2007
Prudential Securities June 2000 - June 2002
Skills
Alternative Investments, Asset Allocation, Asset Management, Series 7, Mutual Funds, Investment Strategies, ETFs, Hedge Funds, Investment Management, Equities, Wealth Management, Portfolio Management, Investment Advisory, Fixed Income, Series 65, Wealth Management..., Series 63, Separately Managed..., FINRA
Education
Saint Mary's College of California 1998 — 2002
Honors Concentration in Financial Services & Economics, Finance and Economics
FlexShares ETFs - Northern Trust March 2014 - Present
BlackRock May 2012 - March 2014
Graystone Consulting January 2008 - May 2012
Morgan Stanley Smith Barney July 2002 - December 2007
Prudential Securities June 2000 - June 2002
Skills
Alternative Investments, Asset Allocation, Asset Management, Series 7, Mutual Funds, Investment Strategies, ETFs, Hedge Funds, Investment Management, Equities, Wealth Management, Portfolio Management, Investment Advisory, Fixed Income, Series 65, Wealth Management..., Series 63, Separately Managed..., FINRA
Education
Saint Mary's College of California 1998 — 2002
Honors Concentration in Financial Services & Economics, Finance and Economics
Gil Bickel's Morgan Stanley Smith Barney Experience April 2003 - November 2011
Job Senior Vice President Investments / PIM Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors November 2011 - Present
Morgan Stanley Smith Barney April 2003 - November 2011
Merrill Lynch 1983 - 2003
Education
Saint Louis University 1966 — 1968
MSC, Finance
Washington University in St. Louis - Olin Business School 1962 — 1966
BSBA, Business
Wells Fargo Advisors November 2011 - Present
Morgan Stanley Smith Barney April 2003 - November 2011
Merrill Lynch 1983 - 2003
Education
Saint Louis University 1966 — 1968
MSC, Finance
Washington University in St. Louis - Olin Business School 1962 — 1966
BSBA, Business
Doug Kary's Morgan Stanley Smith Barney Experience October 2001 - Present
Job Vice President Wealth Mgt. at Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 2001 - Present
Merrill Lynch July 1994 - October 2001
General Dynamics June 1984 - July 1994
Skills
Series 7, Wealth Management, Alternative Investments
Education
San Diego State University-California State University 1978 — 1983
Bachelor Of Science, Finance
Morgan Stanley Smith Barney October 2001 - Present
Merrill Lynch July 1994 - October 2001
General Dynamics June 1984 - July 1994
Skills
Series 7, Wealth Management, Alternative Investments
Education
San Diego State University-California State University 1978 — 1983
Bachelor Of Science, Finance
Amy Butler Berg's Morgan Stanley Smith Barney Experience April 2003 - Present
Job Senior Registered Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2003 - Present
Citi Smith Barney 2003 - Present
Morgan Stanley Smith Barney December 1999 - Present
smith barney 2003 - 2008
Education
Saint Bonaventure University 1997 — 2000
WVHS
Morgan Stanley Smith Barney April 2003 - Present
Citi Smith Barney 2003 - Present
Morgan Stanley Smith Barney December 1999 - Present
smith barney 2003 - 2008
Education
Saint Bonaventure University 1997 — 2000
WVHS
Renee Hazekamp's Morgan Stanley Smith Barney Experience August 2010 - Present
Job IT Tech Lead/Performance Reporting at Morgan Stanley Smith Barney
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney August 2010 - Present
UBS Wealth Management July 1999 - July 2008
Brown Brothers Harriman May 1996 - July 1999
Skills
DB2, COBOL, CICS, JCL, Change Management, VSAM, Stored Procedures, Performance Reporting, Visio
Education
The CHUBB Institute of Technology 1996 — 1998
Programming Certificate
Rutgers, The State University of New Jersey-Newark 1991 — 1995
Bachelor of Science (BS)
Morgan Stanley Smith Barney August 2010 - Present
UBS Wealth Management July 1999 - July 2008
Brown Brothers Harriman May 1996 - July 1999
Skills
DB2, COBOL, CICS, JCL, Change Management, VSAM, Stored Procedures, Performance Reporting, Visio
Education
The CHUBB Institute of Technology 1996 — 1998
Programming Certificate
Rutgers, The State University of New Jersey-Newark 1991 — 1995
Bachelor of Science (BS)
Eric Michelson's Morgan Stanley Smith Barney Experience May 2012 - June 2015
Job Senior Portfolio Management Specialist at Morgan Stanley
Industry Financial Services
Experience
Lord, Abbett & Co. LLC June 2015 - Present
Morgan Stanley Smith Barney May 2012 - June 2015
Fedway Associates January 2011 - April 2011
NYC Department of Education April 2009 - May 2010
Ameriprise Financial Services, Inc. June 2008 - January 2009
Skills
Strategic Financial..., Retirement Planning, Series 7, Investments, Wealth Management, Asset Allocation, Investment Strategies, Mutual Funds, Portfolio Management, Insurance, Securities, Financial Analysis, Financial Planners, Financial Services, Asset Managment, Finance
Education
Rutgers Business School 2004 — 2008
New Brunswick, Marketing
Rutgers University-New Brunswick 2004 — 2008
Marketing, Rutgers School of Business- Undergraduate
Lord, Abbett & Co. LLC June 2015 - Present
Morgan Stanley Smith Barney May 2012 - June 2015
Fedway Associates January 2011 - April 2011
NYC Department of Education April 2009 - May 2010
Ameriprise Financial Services, Inc. June 2008 - January 2009
Skills
Strategic Financial..., Retirement Planning, Series 7, Investments, Wealth Management, Asset Allocation, Investment Strategies, Mutual Funds, Portfolio Management, Insurance, Securities, Financial Analysis, Financial Planners, Financial Services, Asset Managment, Finance
Education
Rutgers Business School 2004 — 2008
New Brunswick, Marketing
Rutgers University-New Brunswick 2004 — 2008
Marketing, Rutgers School of Business- Undergraduate
Aaron Hare's Morgan Stanley Smith Barney Experience 2004 - 2009
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Charles Schwab 2009 - Present
Morgan Stanley Smith Barney 2004 - 2009
Education
Saint Martin's University 1999 — 2004
BA, MBA, Business Management and Economics
Charles Schwab 2009 - Present
Morgan Stanley Smith Barney 2004 - 2009
Education
Saint Martin's University 1999 — 2004
BA, MBA, Business Management and Economics
Bryant Foriest's Morgan Stanley Smith Barney Experience July 2008 - July 2011
Job Treasurer at Foriest for Congress Committee
Industry Financial Services
Experience
Foriest for Congress Committee August 2011 - Present
Thomasville Medical Center April 2010 - Present
Novant Health Triad Region December 2009 - Present
Winston Salem Public Assembly Facilities Commission September 2009 - Present
Morgan Stanley Smith Barney July 2008 - July 2011
GlaxoSmithKline March 2005 - June 2008
King Pharmaceuticals November 2003 - May 2005
US Army January 1999 - January 2003
Skills
Strategic Planning, Financial Analysis, Public Speaking, Team Building, Leadership, Customer Service, Access, Budgets, Analysis, Business Development, Change Management, Coaching, Community Outreach, Contract Negotiation, Data Analysis, Fundraising, Insurance, Leadership Development, Management, Marketing, Marketing Strategy, Microsoft Excel, Microsoft Office, Negotiation, Nonprofits, Pharmaceutical Sales, Policy, Process Improvement, Project Management, Public Relations, Research, Risk Management, Sales, Small Business, Social Media, Strategy, Team Leadership, Training, Program Management, PowerPoint
Education
University of North Carolina at Greensboro 2006 — 2007
Post-Masters, Financial Analysis
Saint Martin's University 2001 — 2002
MBA, Finance
University of North Carolina at Chapel Hill 1994 — 1998
Bachelor of Arts (B.A.), Economics
Graham High School
Winston Salem State University
Foriest for Congress Committee August 2011 - Present
Thomasville Medical Center April 2010 - Present
Novant Health Triad Region December 2009 - Present
Winston Salem Public Assembly Facilities Commission September 2009 - Present
Morgan Stanley Smith Barney July 2008 - July 2011
GlaxoSmithKline March 2005 - June 2008
King Pharmaceuticals November 2003 - May 2005
US Army January 1999 - January 2003
Skills
Strategic Planning, Financial Analysis, Public Speaking, Team Building, Leadership, Customer Service, Access, Budgets, Analysis, Business Development, Change Management, Coaching, Community Outreach, Contract Negotiation, Data Analysis, Fundraising, Insurance, Leadership Development, Management, Marketing, Marketing Strategy, Microsoft Excel, Microsoft Office, Negotiation, Nonprofits, Pharmaceutical Sales, Policy, Process Improvement, Project Management, Public Relations, Research, Risk Management, Sales, Small Business, Social Media, Strategy, Team Leadership, Training, Program Management, PowerPoint
Education
University of North Carolina at Greensboro 2006 — 2007
Post-Masters, Financial Analysis
Saint Martin's University 2001 — 2002
MBA, Finance
University of North Carolina at Chapel Hill 1994 — 1998
Bachelor of Arts (B.A.), Economics
Graham High School
Winston Salem State University
Katen Fletcher's Morgan Stanley Smith Barney Experience December 2011 - Present
Job Executive Director, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney December 2011 - Present
Morgan Stanley Smith Barney March 2011 - June 2012
Morgan Stanley Smith Barney April 2010 - May 2011
Morgan Stanley Smith Barney January 2006 - March 2010
Morgan Stanley Smith Barney June 2005 - January 2006
Smith Barney June 2003 - May 2005
Skills
Business Planning, Team Management, Project Management, Regulatory Requirements, Strategic Planning, Business Strategy, Business Process, Presentations, Presentation Development
Education
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2005
Bachelors of Science, Finance
Morgan Stanley Smith Barney December 2011 - Present
Morgan Stanley Smith Barney March 2011 - June 2012
Morgan Stanley Smith Barney April 2010 - May 2011
Morgan Stanley Smith Barney January 2006 - March 2010
Morgan Stanley Smith Barney June 2005 - January 2006
Smith Barney June 2003 - May 2005
Skills
Business Planning, Team Management, Project Management, Regulatory Requirements, Strategic Planning, Business Strategy, Business Process, Presentations, Presentation Development
Education
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2005
Bachelors of Science, Finance
Alexandra Cimmiyotti's Morgan Stanley Smith Barney Experience August 2010 - June 2012
Job Vice President/Senior Analyst at Moody's Investors Service
Industry Financial Services
Experience
Moody's Investors Service June 2014 - Present
Prager & Co., LLC June 2012 - June 2014
Morgan Stanley Smith Barney August 2010 - June 2012
Moody's Investors Service September 2005 - August 2010
Columbia Univ July 2002 - August 2005
Education
Columbia University Teachers College 2002 — 2003
MA, Higher Education Administration
San Diego State University-California State University
BA, Social Science
Moody's Investors Service June 2014 - Present
Prager & Co., LLC June 2012 - June 2014
Morgan Stanley Smith Barney August 2010 - June 2012
Moody's Investors Service September 2005 - August 2010
Columbia Univ July 2002 - August 2005
Education
Columbia University Teachers College 2002 — 2003
MA, Higher Education Administration
San Diego State University-California State University
BA, Social Science
Brian Murphy, CFP(r)'s Morgan Stanley Smith Barney Experience 2009 - Present
Job Financial Advisor
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2009 - Present
Deutsche Bank May 2004 - September 2005
Wells Fargo October 2001 - September 2005
Education
UCLA Anderson School of Management 2007 — 2009
MBA, Finance
San Diego State University-California State University 2000 — 2004
MS, taxation and financial planning
University of Washington 1995 — 2000
BA, Political Science
Morgan Stanley Smith Barney 2009 - Present
Deutsche Bank May 2004 - September 2005
Wells Fargo October 2001 - September 2005
Education
UCLA Anderson School of Management 2007 — 2009
MBA, Finance
San Diego State University-California State University 2000 — 2004
MS, taxation and financial planning
University of Washington 1995 — 2000
BA, Political Science
Julie Gaykian Hamory's Morgan Stanley Smith Barney Experience 1997 - February 2013
Job Associate Vice President Investments Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2013 - Present
Morgan Stanley Smith Barney 1997 - February 2013
Skills
Retirement Planning, Asset Allocation, Retirement, IRAs, 401k Rollovers, Mutual Funds, Series 7, FINRA, Series 63, Investments, Investment Advisory, 401k, Wealth Management, Fixed Annuities, Portfolio Management
Education
San Diego State University-California State University 1988 — 1993
Bachelor of Arts, Speech Communication
Bullard High School, Fresno, CA
Wells Fargo Advisors, LLC February 2013 - Present
Morgan Stanley Smith Barney 1997 - February 2013
Skills
Retirement Planning, Asset Allocation, Retirement, IRAs, 401k Rollovers, Mutual Funds, Series 7, FINRA, Series 63, Investments, Investment Advisory, 401k, Wealth Management, Fixed Annuities, Portfolio Management
Education
San Diego State University-California State University 1988 — 1993
Bachelor of Arts, Speech Communication
Bullard High School, Fresno, CA
Kathy Grumka's Morgan Stanley Smith Barney Experience September 2007 - July 2012
Job Director of HR / Administration at Atlantic Imaging Group
Industry Financial Services
Experience
Atlantic Imaging Group July 2012 - Present
Morgan Stanley Smith Barney September 2007 - July 2012
Honeywell September 1982 - September 2007
Honeywell September 1997 - September 2003
Skills
Human Resources, Employee Benefits, Talent Management, Performance Management, Leadership, Onboarding, Employee Engagement, Training, Succession Planning, Program Management, Talent Acquisition, Management, Process Improvement, Recruiting, Workforce Planning, Organizational..., Employee Relations, Employee Training, Deferred Compensation, Change Management, Team Building, Financial Services, Personnel Management, Interviews, Vendor Management, Organizational..., Organizational Design, HRIS, PeopleSoft
Education
Fairleigh Dickinson University-Florham Campus 2005 — 2007
MBA, Human Resource Management
Rutgers, The State University of New Jersey-Newark 1985 — 1989
BS
Atlantic Imaging Group July 2012 - Present
Morgan Stanley Smith Barney September 2007 - July 2012
Honeywell September 1982 - September 2007
Honeywell September 1997 - September 2003
Skills
Human Resources, Employee Benefits, Talent Management, Performance Management, Leadership, Onboarding, Employee Engagement, Training, Succession Planning, Program Management, Talent Acquisition, Management, Process Improvement, Recruiting, Workforce Planning, Organizational..., Employee Relations, Employee Training, Deferred Compensation, Change Management, Team Building, Financial Services, Personnel Management, Interviews, Vendor Management, Organizational..., Organizational Design, HRIS, PeopleSoft
Education
Fairleigh Dickinson University-Florham Campus 2005 — 2007
MBA, Human Resource Management
Rutgers, The State University of New Jersey-Newark 1985 — 1989
BS
Divya Hariharan, MBA's Morgan Stanley Smith Barney Experience July 2010 - March 2011
Job Director Strategy & Planning at MetLife
Industry Financial Services
Experience
MetLife September 2014 - Present
MetLife January 2012 - August 2014
MetLife March 2011 - December 2011
Morgan Stanley Smith Barney July 2010 - March 2011
WellPoint June 2009 - August 2009
MetLife Financial Services 2009 - 2009
Mastek LTD June 2006 - April 2008
Skills
Procurement, Supply Chain, Vendor Management, Customer Service, SDLC, Business Analysis, Process Improvement, Project Management, Strategic Sourcing, Business Process..., Time Management, Data Analysis, Program Management, Business Intelligence, Team Management, Management, Cross-functional Team..., Strategy, Sourcing
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2010
Master of Business Administration (MBA)
University of Mumbai 2002 — 2006
Engineering, Computers
MetLife September 2014 - Present
MetLife January 2012 - August 2014
MetLife March 2011 - December 2011
Morgan Stanley Smith Barney July 2010 - March 2011
WellPoint June 2009 - August 2009
MetLife Financial Services 2009 - 2009
Mastek LTD June 2006 - April 2008
Skills
Procurement, Supply Chain, Vendor Management, Customer Service, SDLC, Business Analysis, Process Improvement, Project Management, Strategic Sourcing, Business Process..., Time Management, Data Analysis, Program Management, Business Intelligence, Team Management, Management, Cross-functional Team..., Strategy, Sourcing
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2010
Master of Business Administration (MBA)
University of Mumbai 2002 — 2006
Engineering, Computers
Chris McCaffrey's Morgan Stanley Smith Barney Experience August 2003 - Present
Job Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney August 2003 - Present
A. G. Edwards March 1996 - August 2002
J. E. McCaffrey Co. February 1984 - March 1996
Education
Saint Mary's College of California 1979 — 1983
BS & BA, Economics and French
Saint Vincent HighSchool 1975 — 1979
Morgan Stanley Smith Barney August 2003 - Present
A. G. Edwards March 1996 - August 2002
J. E. McCaffrey Co. February 1984 - March 1996
Education
Saint Mary's College of California 1979 — 1983
BS & BA, Economics and French
Saint Vincent HighSchool 1975 — 1979
Frank Garruzzo's Morgan Stanley Smith Barney Experience July 1994 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 1994 - Present
Garruzzo's Restaurant May 1985 - April 1994
Skills
Equities, Wealth Management, Mutual Funds, Series 7, Options, Estate Planning, Business Strategy, Investments, Series 63, Strategic Financial..., Retirement, Alternative Investments, Asset Allocation, Banking, Certified Financial..., Commodity, Financial Advisory, 401k, Asset Management, Bonds, Financial Planners, Financial Planning, Financial Services, Retirement Planning, Commercial Banking, ETFs, FINRA, Financial Risk, Fixed Annuities, Fixed Income, Hedge Funds, High Net Worth..., IRAs, Investment Management, Investment Advisory, Investment Strategies, Life Insurance, Loans, Mortgage Lending, Personal Financial..., Portfolio Management, Private Banking, Risk Management, Securities, Separately Managed..., Series 65, Trading, Wealth, Uniform Combined State..., Wealth Accumulation
Education
Saint Bonaventure University 1981 — 1985
Accounting, Finance
Morgan Stanley Smith Barney July 1994 - Present
Garruzzo's Restaurant May 1985 - April 1994
Skills
Equities, Wealth Management, Mutual Funds, Series 7, Options, Estate Planning, Business Strategy, Investments, Series 63, Strategic Financial..., Retirement, Alternative Investments, Asset Allocation, Banking, Certified Financial..., Commodity, Financial Advisory, 401k, Asset Management, Bonds, Financial Planners, Financial Planning, Financial Services, Retirement Planning, Commercial Banking, ETFs, FINRA, Financial Risk, Fixed Annuities, Fixed Income, Hedge Funds, High Net Worth..., IRAs, Investment Management, Investment Advisory, Investment Strategies, Life Insurance, Loans, Mortgage Lending, Personal Financial..., Portfolio Management, Private Banking, Risk Management, Securities, Separately Managed..., Series 65, Trading, Wealth, Uniform Combined State..., Wealth Accumulation
Education
Saint Bonaventure University 1981 — 1985
Accounting, Finance
Danielle Atkins's Morgan Stanley Smith Barney Experience October 2006 - April 2010
Job Senior Financial Analyst
Industry Financial Services
Experience
General Dynamics Information Technology April 2010 - Present
Morgan Stanley Smith Barney October 2006 - April 2010
TEKsystems August 2006 - October 2006
Salisbury University January 2006 - May 2006
Skills
Forecasting, Microsoft Excel, Financial Reporting, Budgets, Microsoft Word, Microsoft Office, PeopleSoft, SharePoint, Financial Analysis, Data Analysis, Costpoint, Impromptu, Hyperion Planning, Concur, Oracle E-Business Suite, Risk Management, Financial Services, Financial Forecasting, Department Budgeting, Ad Hoc Reporting, OBIEE
Education
Salisbury University 2002 — 2006
Bachelors of Science, Finance
General Dynamics Information Technology April 2010 - Present
Morgan Stanley Smith Barney October 2006 - April 2010
TEKsystems August 2006 - October 2006
Salisbury University January 2006 - May 2006
Skills
Forecasting, Microsoft Excel, Financial Reporting, Budgets, Microsoft Word, Microsoft Office, PeopleSoft, SharePoint, Financial Analysis, Data Analysis, Costpoint, Impromptu, Hyperion Planning, Concur, Oracle E-Business Suite, Risk Management, Financial Services, Financial Forecasting, Department Budgeting, Ad Hoc Reporting, OBIEE
Education
Salisbury University 2002 — 2006
Bachelors of Science, Finance
Derek DeMasi's Morgan Stanley Smith Barney Experience August 2008 - December 2008
Job at
Industry Banking
Experience
Citizens Bank September 2013 - Present
Derek's Landscaping & Global Trading Inc June 2004 - Present
Mercer June 2010 - December 2010
Mercer June 2010 - December 2010
CitiBank January 2009 - February 2010
Citibank January 2009 - February 2010
Smith Barney September 2008 - December 2008
Morgan Stanley Smith Barney August 2008 - December 2008
Skills
Microsoft Office, Entrepreneurship, Team Leadership, Independent, Self Driven, Citigroup, MMC, Citigroup Systems, Organizational Structure, Punctual
Education
Saint John's University 2004 — 2008
Bachelor of Science (BS), Finance, General
Saint John's University
Bachelor of Science, Finance
Citizens Bank September 2013 - Present
Derek's Landscaping & Global Trading Inc June 2004 - Present
Mercer June 2010 - December 2010
Mercer June 2010 - December 2010
CitiBank January 2009 - February 2010
Citibank January 2009 - February 2010
Smith Barney September 2008 - December 2008
Morgan Stanley Smith Barney August 2008 - December 2008
Skills
Microsoft Office, Entrepreneurship, Team Leadership, Independent, Self Driven, Citigroup, MMC, Citigroup Systems, Organizational Structure, Punctual
Education
Saint John's University 2004 — 2008
Bachelor of Science (BS), Finance, General
Saint John's University
Bachelor of Science, Finance
Brian Tycksen's Morgan Stanley Smith Barney Experience August 2012 - Present
Job Central Review Unit Analyst at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney August 2012 - Present
Wells Fargo Advisors, LLC February 2006 - August 2012
E*TRADE Financial/Harrisdirect January 2004 - January 2006
Fidelity Investments November 1997 - December 2002
Skills
Series 7, Series 63, FINRA, Investments, Uniform Combined State..., Finance, Mutual Funds, Retirement Planning, Wealth Management, Asset Allocation, Retirement, Securities, Portfolio Management, Investment Advisory, Strategic Financial...
Education
University of Utah 1993 — 2003
Business/Finance
Salt Lake Community College 1988 — 1990
Associates of Science, General Education
Morgan Stanley Smith Barney August 2012 - Present
Wells Fargo Advisors, LLC February 2006 - August 2012
E*TRADE Financial/Harrisdirect January 2004 - January 2006
Fidelity Investments November 1997 - December 2002
Skills
Series 7, Series 63, FINRA, Investments, Uniform Combined State..., Finance, Mutual Funds, Retirement Planning, Wealth Management, Asset Allocation, Retirement, Securities, Portfolio Management, Investment Advisory, Strategic Financial...
Education
University of Utah 1993 — 2003
Business/Finance
Salt Lake Community College 1988 — 1990
Associates of Science, General Education
Colleen Freedman's Morgan Stanley Smith Barney Experience July 1991 - June 2003
Job Client Service at Waterstone Financial
Industry Financial Services
Experience
Waterstone Financial October 2012 - Present
Grace Advisory Group October 2010 - October 2012
Private Capital Management Ltd June 2003 - January 2008
Morgan Stanley Smith Barney July 1991 - June 2003
Skills
PowerPoint, Research, Windows, Securities, Mutual Funds, Project Management, Asset Allocation, Financial Analysis, Event Planning, Wealth Management, Public Speaking
Education
Saginaw Valley State University
Waterstone Financial October 2012 - Present
Grace Advisory Group October 2010 - October 2012
Private Capital Management Ltd June 2003 - January 2008
Morgan Stanley Smith Barney July 1991 - June 2003
Skills
PowerPoint, Research, Windows, Securities, Mutual Funds, Project Management, Asset Allocation, Financial Analysis, Event Planning, Wealth Management, Public Speaking
Education
Saginaw Valley State University
Brian Neault's Morgan Stanley Smith Barney Experience May 2009 - November 2012
Job Associate Vice President at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management November 2012 - Present
Morgan Stanley Smith Barney May 2009 - November 2012
Skills
Asset Allocation, Mutual Funds, Retirement Planning, Series 7, Wealth Management
Education
San Diego State University-California State University 2007 — 2009
MSBA, Financial and Tax Planning
Santa Clara University - Leavey School of Business 2003 — 2007
BS, Finance
RBC Wealth Management November 2012 - Present
Morgan Stanley Smith Barney May 2009 - November 2012
Skills
Asset Allocation, Mutual Funds, Retirement Planning, Series 7, Wealth Management
Education
San Diego State University-California State University 2007 — 2009
MSBA, Financial and Tax Planning
Santa Clara University - Leavey School of Business 2003 — 2007
BS, Finance
Mike Woodall's Morgan Stanley Smith Barney Experience May 2010 - December 2010
Job Senior Vice President Commercial Lending
Industry Banking
Experience
SouthPoint Bank August 2012 - Present
Regions Bank January 2011 - Present
Morgan Stanley Smith Barney May 2010 - December 2010
CB&S Bank December 2007 - November 2009
THE PEOPLES BANK and TRUST COMPANY January 2005 - December 2007
SouthTrust Bank, Commercial Leasing June 2001 - January 2005
SouthTrust Bank September 1997 - June 2001
SouthTrust Bank March 1995 - September 1997
Skills
Loans, Commercial Banking, Underwriting, Portfolio Management, Consumer Lending, Business Development, Management, Commercial Real Estate, Small Business Lending, Commercial Lending, Credit, Banking, Customer Service, Credit Analysis, Loan Origination
Education
Cullman High
Samford University
Bachelor's Degree, Administration and Public Service
Samford University
Bachelor's Degree, Administration and Public Service
SouthPoint Bank August 2012 - Present
Regions Bank January 2011 - Present
Morgan Stanley Smith Barney May 2010 - December 2010
CB&S Bank December 2007 - November 2009
THE PEOPLES BANK and TRUST COMPANY January 2005 - December 2007
SouthTrust Bank, Commercial Leasing June 2001 - January 2005
SouthTrust Bank September 1997 - June 2001
SouthTrust Bank March 1995 - September 1997
Skills
Loans, Commercial Banking, Underwriting, Portfolio Management, Consumer Lending, Business Development, Management, Commercial Real Estate, Small Business Lending, Commercial Lending, Credit, Banking, Customer Service, Credit Analysis, Loan Origination
Education
Cullman High
Samford University
Bachelor's Degree, Administration and Public Service
Samford University
Bachelor's Degree, Administration and Public Service
Christian Corts's Morgan Stanley Smith Barney Experience September 2009 - November 2010
Job National Sales Director at ProEquities, Inc.
Industry Financial Services
Experience
ProEquities, Inc. November 2010 - Present
Morgan Stanley Smith Barney September 2009 - November 2010
Register Corts, LLC January 2003 - September 2009
Education
Samford University 1990 — 1994
Bachelor of Arts, Public Administration and History
ProEquities, Inc. November 2010 - Present
Morgan Stanley Smith Barney September 2009 - November 2010
Register Corts, LLC January 2003 - September 2009
Education
Samford University 1990 — 1994
Bachelor of Arts, Public Administration and History
Anthony Messina's Morgan Stanley Smith Barney Experience July 2011 - July 2012
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC April 2014 - Present
GoodHaven Capital Management, LLC July 2012 - April 2014
Morgan Stanley Smith Barney July 2011 - July 2012
Ladenburg Thalmann June 2010 - August 2010
Wells Fargo Advisors, LLC May 2009 - July 2009
Domino Sugar June 2008 - August 2008
Southwest Securities May 2007 - July 2007
Skills
Mutual Funds, Microsoft Excel, Account Reconciliation, PowerPoint, Outlook, Microsoft Word, Trading, Bloomberg, Customer Service, Microsoft Office, Fixed Income
Education
Saint Joseph's University 2007 — 2011
Bachelor of Science in Business Administration, Finance/ Risk Management & Insurance
Saint Joseph's University 2007 — 2011
Bachelor of Science (B.S.), Finance and Risk Management/Insurance
Wells Fargo Advisors LLC April 2014 - Present
GoodHaven Capital Management, LLC July 2012 - April 2014
Morgan Stanley Smith Barney July 2011 - July 2012
Ladenburg Thalmann June 2010 - August 2010
Wells Fargo Advisors, LLC May 2009 - July 2009
Domino Sugar June 2008 - August 2008
Southwest Securities May 2007 - July 2007
Skills
Mutual Funds, Microsoft Excel, Account Reconciliation, PowerPoint, Outlook, Microsoft Word, Trading, Bloomberg, Customer Service, Microsoft Office, Fixed Income
Education
Saint Joseph's University 2007 — 2011
Bachelor of Science in Business Administration, Finance/ Risk Management & Insurance
Saint Joseph's University 2007 — 2011
Bachelor of Science (B.S.), Finance and Risk Management/Insurance
Rohit Mahajan's Morgan Stanley Smith Barney Experience 2005 - 2010
Job CoFounder and CTO at ROKITT Inc
Industry Financial Services
Experience
ROkITT August 2014 - Present
Deutsche Bank July 2010 - August 2014
Morgan Stanley Smith Barney 2005 - 2010
Dun and Bradstreet April 2002 - April 2005
Prudential Financial June 1998 - February 2002
Square D by Schneider Electric 1997 - 1998
Skills
Portfolio Management, Financial Services, Program Management, DevOps, IT Security Policies &..., Access Control, Mobile Applications, Strategic Leadership, Technical Leadership, IT Strategy
Education
Saint Peter's University 1999 — 2001
Master's Degree, MBA
Univ of Pune 1992 — 1996
Bachelor's Degree, B.S. in Electronics Engineering -
ROkITT August 2014 - Present
Deutsche Bank July 2010 - August 2014
Morgan Stanley Smith Barney 2005 - 2010
Dun and Bradstreet April 2002 - April 2005
Prudential Financial June 1998 - February 2002
Square D by Schneider Electric 1997 - 1998
Skills
Portfolio Management, Financial Services, Program Management, DevOps, IT Security Policies &..., Access Control, Mobile Applications, Strategic Leadership, Technical Leadership, IT Strategy
Education
Saint Peter's University 1999 — 2001
Master's Degree, MBA
Univ of Pune 1992 — 1996
Bachelor's Degree, B.S. in Electronics Engineering -
Kristina Frahm's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job Assistant Controller at U&S Services Inc.
Industry Facilities Services
Experience
U&S Services Inc. November 2014 - Present
Game of Western Columbus September 2013 - September 2014
The University of Maryland Eastern Shore January 2012 - June 2013
Accountemps 2013 - 2013
Small Business Development Center September 2012 - December 2012
University of Maryland Eastern Shore September 2012 - December 2012
Morgan Stanley Smith Barney June 2010 - August 2010
Basic Fire Protection June 2008 - August 2008
Skills
Microsoft Office, PowerPoint, Research, Critical Thinking, Public Speaking, Microsoft Excel, Sports Coaching, Team Leadership, Timely Decision Making, Teamwork, QuickBooks, Problem Solving, Training, Coaching, Time Management, Management, Team Building, Event Planning, Leadership
Education
Salisbury University - Perdue School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.72/4.00
University of Maryland Eastern Shore 2007 — 2011
Bachelor of Science (B.S.), Accounting, 3.95/4.00
U&S Services Inc. November 2014 - Present
Game of Western Columbus September 2013 - September 2014
The University of Maryland Eastern Shore January 2012 - June 2013
Accountemps 2013 - 2013
Small Business Development Center September 2012 - December 2012
University of Maryland Eastern Shore September 2012 - December 2012
Morgan Stanley Smith Barney June 2010 - August 2010
Basic Fire Protection June 2008 - August 2008
Skills
Microsoft Office, PowerPoint, Research, Critical Thinking, Public Speaking, Microsoft Excel, Sports Coaching, Team Leadership, Timely Decision Making, Teamwork, QuickBooks, Problem Solving, Training, Coaching, Time Management, Management, Team Building, Event Planning, Leadership
Education
Salisbury University - Perdue School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.72/4.00
University of Maryland Eastern Shore 2007 — 2011
Bachelor of Science (B.S.), Accounting, 3.95/4.00
Janet Gronnow's Morgan Stanley Smith Barney Experience 2006 - 2008
Job Assistant Director Institutional Investments Sales at Prudential Retirement
Industry Financial Services
Experience
Prudential Retirement July 2010 - Present
Morgan Stanley Smith Barney 2006 - 2008
AIG SunAmerica 2005 - 2006
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
Bachelor's, Economics
Prudential Retirement July 2010 - Present
Morgan Stanley Smith Barney 2006 - 2008
AIG SunAmerica 2005 - 2006
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
Bachelor's, Economics
Rebecca Siler's Morgan Stanley Smith Barney Experience January 2009 - January 2009
Job NodeSource
Industry Information Technology and Services
Experience
NodeSource May 2014 - Present
Skookum Digital Works October 2011 - April 2014
Skookum Digital Works November 2010 - October 2011
Morgan Stanley Smith Barney January 2009 - January 2009
Skills
Fundraising, Accounts Payable, Office Management, Event Planning, Accounts Receivable, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Database Administration, Public Speaking, HTML, Inventory Management, Marketing, Leadership, Budgets, Software Documentation
Education
Salem College 2007 — 2010
B.A., Business Administration
NodeSource May 2014 - Present
Skookum Digital Works October 2011 - April 2014
Skookum Digital Works November 2010 - October 2011
Morgan Stanley Smith Barney January 2009 - January 2009
Skills
Fundraising, Accounts Payable, Office Management, Event Planning, Accounts Receivable, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Database Administration, Public Speaking, HTML, Inventory Management, Marketing, Leadership, Budgets, Software Documentation
Education
Salem College 2007 — 2010
B.A., Business Administration
Karl Strauss, CFA's Morgan Stanley Smith Barney Experience 2008 - 2011
Job Sr. Financial Analyst & Adjunct Professor
Industry Higher Education
Experience
St. Bonaventure University 2012 - Present
Consulting 2011 - 2014
Morgan Stanley Smith Barney 2008 - 2011
Agora Futures Group 2007 - 2008
ECHOtrade LLC 2003 - 2007
Skills
Financial Modeling, Investments, Equities, Finance, Trading, Risk Management, Mergers & Acquisitions, Due Diligence, Analysis, Options, Forecasting, Management, Management Consulting, Commodity, Marketing, Economics, Investor Relations, Press Releases, Cash Management, Trading Strategies, Series 7, Strategic Financial..., Portfolio Management, Mutual Funds, Wealth Management, Social Media, Retirement Planning, Alternative Investments
Education
San Diego State University-California State University 2010 — 2011
Master of Business Administration (MBA)
Saint Bonaventure University 1998 — 2002
Bachelor of Arts (B.A.), Finance
St. Bonaventure University 2012 - Present
Consulting 2011 - 2014
Morgan Stanley Smith Barney 2008 - 2011
Agora Futures Group 2007 - 2008
ECHOtrade LLC 2003 - 2007
Skills
Financial Modeling, Investments, Equities, Finance, Trading, Risk Management, Mergers & Acquisitions, Due Diligence, Analysis, Options, Forecasting, Management, Management Consulting, Commodity, Marketing, Economics, Investor Relations, Press Releases, Cash Management, Trading Strategies, Series 7, Strategic Financial..., Portfolio Management, Mutual Funds, Wealth Management, Social Media, Retirement Planning, Alternative Investments
Education
San Diego State University-California State University 2010 — 2011
Master of Business Administration (MBA)
Saint Bonaventure University 1998 — 2002
Bachelor of Arts (B.A.), Finance
Edward Guediguian's Morgan Stanley Smith Barney Experience May 2011 - August 2011
Job Internal Advisor Consultant at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments April 2015 - Present
Nuveen Investments June 2014 - April 2015
Nuveen Investments October 2012 - June 2014
Morgan Stanley Smith Barney May 2011 - August 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Education
Saint Louis University 2008 — 2012
Bachelors of Science, Finance
Loyola Academy 2004 — 2008
Nuveen Investments April 2015 - Present
Nuveen Investments June 2014 - April 2015
Nuveen Investments October 2012 - June 2014
Morgan Stanley Smith Barney May 2011 - August 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Education
Saint Louis University 2008 — 2012
Bachelors of Science, Finance
Loyola Academy 2004 — 2008
Megan Loock's Morgan Stanley Smith Barney Experience April 2011 - Present
Job Administrative Assistant at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2011 - Present
Morgan Stanley Smith Barney April 2011 - Present
Pharmco-AAPER September 2008 - April 2011
Pharmco-AAPER September 2008 - April 2011
Partners HealthCare June 2008 - August 2008
Fairfield FlyFins January 2006 - May 2008
Education
Sacred Heart University 2004 — 2008
BS, Excersise Science
Sacred Heart University, School of Public Health
B.S, Exercise Science
Morgan Stanley Smith Barney April 2011 - Present
Morgan Stanley Smith Barney April 2011 - Present
Pharmco-AAPER September 2008 - April 2011
Pharmco-AAPER September 2008 - April 2011
Partners HealthCare June 2008 - August 2008
Fairfield FlyFins January 2006 - May 2008
Education
Sacred Heart University 2004 — 2008
BS, Excersise Science
Sacred Heart University, School of Public Health
B.S, Exercise Science
Thomas Salierno, CRPC®'s Morgan Stanley Smith Barney Experience December 1995 - January 2005
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS January 2005 - Present
Morgan Stanley Smith Barney December 1995 - January 2005
Skills
Retirement Planning, Wealth Management
Education
Rutgers, The State University of New Jersey-Newark 1974 — 1978
BA
Immaculate Conception 1970 — 1974
UBS January 2005 - Present
Morgan Stanley Smith Barney December 1995 - January 2005
Skills
Retirement Planning, Wealth Management
Education
Rutgers, The State University of New Jersey-Newark 1974 — 1978
BA
Immaculate Conception 1970 — 1974
Peter Perfetti, MS, CFP®'s Morgan Stanley Smith Barney Experience February 2006 - September 2006
Job Financial Consultant at WELLS FARGO ADVISORS, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2006 - Present
Morgan Stanley Smith Barney February 2006 - September 2006
Skills
Financial Advisory, Investments, Retirement Planning, Mutual Funds, Life Insurance, Asset Allocation, Securities, Investment Strategies, Retirement, Alternative Investments, Wealth Management, Brokerage, Equities, Underwriting, Portfolio Management, Financial Modeling, Finance, Investment Advisory, Wealth Management..., Strategic Financial...
Education
Rutgers University-New Brunswick 2001 — 2005
B.A., Economics
Wells Fargo Advisors, LLC September 2006 - Present
Morgan Stanley Smith Barney February 2006 - September 2006
Skills
Financial Advisory, Investments, Retirement Planning, Mutual Funds, Life Insurance, Asset Allocation, Securities, Investment Strategies, Retirement, Alternative Investments, Wealth Management, Brokerage, Equities, Underwriting, Portfolio Management, Financial Modeling, Finance, Investment Advisory, Wealth Management..., Strategic Financial...
Education
Rutgers University-New Brunswick 2001 — 2005
B.A., Economics
Jane Schierling's Morgan Stanley Smith Barney Experience August 2008 - April 2009
Job
Industry
Experience
Morgan Stanley Smith Barney August 2008 - April 2009
Richmond American Homes 2000 - 2008
MDC Holdings Richmond American Homes 2000 - 2008
Skills
Customer Service, Real Estate, Microsoft Excel, Budgets, Process Scheduler
Education
Samuel Merritt College
Morgan Stanley Smith Barney August 2008 - April 2009
Richmond American Homes 2000 - 2008
MDC Holdings Richmond American Homes 2000 - 2008
Skills
Customer Service, Real Estate, Microsoft Excel, Budgets, Process Scheduler
Education
Samuel Merritt College
Paul Cieslik's Morgan Stanley Smith Barney Experience 1996 - 1998
Job National Speaker, Senior Vice President
Industry Investment Management
Experience
American Funds January 2014 - Present
American Funds 2001 - Present
Lord Abbett & Co. LLC 1998 - 2001
Morgan Stanley Smith Barney 1996 - 1998
Fidelity Investments 1995 - 1996
John Hancock Life Insurance Company (U.S.A.) 1992 - 1995
Skills
Mutual Funds, Series 7, Series 63, Alternative Investments, Asset Allocation, Public Speaking, Practice Management, New Business Development, Series 24, Portfolio Strategy, 401k, Fixed Income, Portfolio Management, Separately Managed...
Education
Saint Anselm College 1988 — 1992
Bachelor of Arts, Business
American Funds January 2014 - Present
American Funds 2001 - Present
Lord Abbett & Co. LLC 1998 - 2001
Morgan Stanley Smith Barney 1996 - 1998
Fidelity Investments 1995 - 1996
John Hancock Life Insurance Company (U.S.A.) 1992 - 1995
Skills
Mutual Funds, Series 7, Series 63, Alternative Investments, Asset Allocation, Public Speaking, Practice Management, New Business Development, Series 24, Portfolio Strategy, 401k, Fixed Income, Portfolio Management, Separately Managed...
Education
Saint Anselm College 1988 — 1992
Bachelor of Arts, Business
kenneth fitzsimons's Morgan Stanley Smith Barney Experience February 2012 - October 2013
Job Director, Annuity Product Management, UBS
Industry Financial Services
Experience
UBS October 2013 - Present
Morgan Stanley Smith Barney February 2012 - October 2013
Morgan Stanley Smith Barney October 2010 - February 2012
Skills
Wealth Management, Mutual Funds, Investments, Securities, Fixed Annuities, Retirement Planning, Asset Allocation, 401k, Alternative Investments, ETFs, Equities, FINRA, Financial Services
Education
Sacred Heart University 1991 — 1992
Master's degree, Elementary Education and Teaching
University of Richmond 1986 — 1990
Bachelor's degree, Speech Communication and Theater Arts
UBS October 2013 - Present
Morgan Stanley Smith Barney February 2012 - October 2013
Morgan Stanley Smith Barney October 2010 - February 2012
Skills
Wealth Management, Mutual Funds, Investments, Securities, Fixed Annuities, Retirement Planning, Asset Allocation, 401k, Alternative Investments, ETFs, Equities, FINRA, Financial Services
Education
Sacred Heart University 1991 — 1992
Master's degree, Elementary Education and Teaching
University of Richmond 1986 — 1990
Bachelor's degree, Speech Communication and Theater Arts
John Martinez's Morgan Stanley Smith Barney Experience May 1998 - May 2009
Job Senior Partner at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network May 2009 - Present
Morgan Stanley Smith Barney May 1998 - May 2009
Skills
Securities, Retirement, Series 7, Series 63, Long Term Care Insurance, Portfolio Management, Qualified Retirement..., Series 66, Rollovers
Education
Saginaw Valley State University - College of Business and Management 1995 — 1999
Bachelors, Finance
Commonwealth Financial Network May 2009 - Present
Morgan Stanley Smith Barney May 1998 - May 2009
Skills
Securities, Retirement, Series 7, Series 63, Long Term Care Insurance, Portfolio Management, Qualified Retirement..., Series 66, Rollovers
Education
Saginaw Valley State University - College of Business and Management 1995 — 1999
Bachelors, Finance
Dolores Hurley's Morgan Stanley Smith Barney Experience July 1991 - Present
Job Executive Administrative Assistant
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 1991 - Present
Davis Polk & Wardwell LLP October 2002 - October 2006
Education
St. Peter's College
N/A, Social Sciences, Junior
Morgan Stanley Smith Barney July 1991 - Present
Davis Polk & Wardwell LLP October 2002 - October 2006
Education
St. Peter's College
N/A, Social Sciences, Junior
Enrique Manzo's Morgan Stanley Smith Barney Experience February 2001 - May 2007
Job Account Executive at Cali Resources
Industry Environmental Services
Experience
Cali Resources March 2012 - Present
Bank of America May 2007 - January 2010
Morgan Stanley Smith Barney February 2001 - May 2007
Skills
Inventory Management, Purchasing, New Business Development, Microsoft Office, Account Management, Microsoft Excel, Sales Management, Customer Service, Strategic Planning, Negotiation, Project Management, Sales, PowerPoint, Microsoft Word, Business Development
Education
Castle Park High
San Diego State University-California State University
Bachelor of Business Administration (B.B.A.), International Business
Cali Resources March 2012 - Present
Bank of America May 2007 - January 2010
Morgan Stanley Smith Barney February 2001 - May 2007
Skills
Inventory Management, Purchasing, New Business Development, Microsoft Office, Account Management, Microsoft Excel, Sales Management, Customer Service, Strategic Planning, Negotiation, Project Management, Sales, PowerPoint, Microsoft Word, Business Development
Education
Castle Park High
San Diego State University-California State University
Bachelor of Business Administration (B.B.A.), International Business
Joseph Chiarantona's Morgan Stanley Smith Barney Experience
Job Senior Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney
Education
St. Joseph's University 1970 — 1973
Bachelor of Arts (B.A.)
Morgan Stanley Smith Barney
Education
St. Joseph's University 1970 — 1973
Bachelor of Arts (B.A.)
anthony nealeigh's Morgan Stanley Smith Barney Experience 2011 - 2012
Job Retirement Plan Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2014 - Present
Fidelity Investments July 2013 - June 2014
Northwestern Mutual May 2012 - July 2013
Morgan Stanley Smith Barney 2011 - 2012
Skills
Series 7, Series 66, California Insurance...
Education
San Diego State University-California State University
Bachelor of Business Administration (B.B.A.), Finance
Charles Schwab September 2014 - Present
Fidelity Investments July 2013 - June 2014
Northwestern Mutual May 2012 - July 2013
Morgan Stanley Smith Barney 2011 - 2012
Skills
Series 7, Series 66, California Insurance...
Education
San Diego State University-California State University
Bachelor of Business Administration (B.B.A.), Finance
AIESHA WALLACE's Morgan Stanley Smith Barney Experience November 2004 - Present
Job RETIREMENT PLAN SERVICE SPECIALIST at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 2004 - Present
Mellon HR Solutions January 2001 - November 2004
Skills
Human Resources, Leadership
Education
St. Peter's College
Morgan Stanley Smith Barney November 2004 - Present
Mellon HR Solutions January 2001 - November 2004
Skills
Human Resources, Leadership
Education
St. Peter's College
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.