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
Roberto Hinojosa, CPA Roberto Hinojosa, CPA's Morgan Stanley Smith Barney Experience January 2007 - December 2011
Job Assistant Vice President at Daiwa Capital Markets Internal Audit
Industry Accounting
Experience
Deloitte January 2012 - July 2013
Morgan Stanley Smith Barney January 2007 - December 2011
Morgan Stanley Smith Barney January 2005 - January 2007
CreditRiskMonitor December 2003 - January 2005
Skills
Excel, Word, PowerPoint, Microsoft Excel, Banking, Auditing, Finance, MS Visio, CPA, Sales Support, Financial Reporting, Financial Statements, Internal Audit
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
MBA, Accounting
Saint John's University - Peter J. Tobin College of Business 1999 — 2003
Bachelor of Science, Finance
Herricks High School
Deloitte January 2012 - July 2013
Morgan Stanley Smith Barney January 2007 - December 2011
Morgan Stanley Smith Barney January 2005 - January 2007
CreditRiskMonitor December 2003 - January 2005
Skills
Excel, Word, PowerPoint, Microsoft Excel, Banking, Auditing, Finance, MS Visio, CPA, Sales Support, Financial Reporting, Financial Statements, Internal Audit
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
MBA, Accounting
Saint John's University - Peter J. Tobin College of Business 1999 — 2003
Bachelor of Science, Finance
Herricks High School
Rishabh Sharma Rishabh Sharma's Morgan Stanley Smith Barney Experience January 2011 - April 2011
Job SEO and Web Analytics Intern
Industry Accounting
Experience
Greater Than One October 2014 - June 2015
PwC January 2013 - September 2014
PineBridge Investments May 2011 - December 2012
PwC June 2012 - August 2012
Morgan Stanley Smith Barney January 2011 - April 2011
Better Business Bureau March 2010 - December 2010
New York Junior Tennis League January 2008 - December 2008
Impressions Inc (Thomas A. Edison Career and Technical Education High School) September 2007 - June 2008
Health Science Communications September 2007 - February 2008
Skills
Accounting, Auditing, Account Reconciliation, Microsoft Excel, Financial Analysis, Financial Statements, PowerPoint, Financial Reporting, Analysis, Finance, Internal Controls, Investments, Bloomberg, Financial Accounting, Accounts Payable, Banking, Photoshop, InDesign, Illustrator, BrightEdge, Google Analytics
Education
University of North Alabama 2015 — 2015
Accounting
City University of New York-Baruch College 2010 — 2015
Bachelor's Degree, Marketing
Greater Than One October 2014 - June 2015
PwC January 2013 - September 2014
PineBridge Investments May 2011 - December 2012
PwC June 2012 - August 2012
Morgan Stanley Smith Barney January 2011 - April 2011
Better Business Bureau March 2010 - December 2010
New York Junior Tennis League January 2008 - December 2008
Impressions Inc (Thomas A. Edison Career and Technical Education High School) September 2007 - June 2008
Health Science Communications September 2007 - February 2008
Skills
Accounting, Auditing, Account Reconciliation, Microsoft Excel, Financial Analysis, Financial Statements, PowerPoint, Financial Reporting, Analysis, Finance, Internal Controls, Investments, Bloomberg, Financial Accounting, Accounts Payable, Banking, Photoshop, InDesign, Illustrator, BrightEdge, Google Analytics
Education
University of North Alabama 2015 — 2015
Accounting
City University of New York-Baruch College 2010 — 2015
Bachelor's Degree, Marketing
Neil Scheinbart Neil Scheinbart's Morgan Stanley Smith Barney Experience February 1985 - August 2009
Job Associate Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2009 - Present
Morgan Stanley Smith Barney February 1985 - August 2009
Skills
Retirement Planning, Customer Satisfaction, Customer Retention, Strategic Planning, 401k Rollovers, Financial Advisory
Education
Baruch College, City University of New York (CUNY)
BA, Business Administration
NYU
Taxation
Wells Fargo Advisors August 2009 - Present
Morgan Stanley Smith Barney February 1985 - August 2009
Skills
Retirement Planning, Customer Satisfaction, Customer Retention, Strategic Planning, 401k Rollovers, Financial Advisory
Education
Baruch College, City University of New York (CUNY)
BA, Business Administration
NYU
Taxation
Erin O'Rourke Erin O'Rourke's Morgan Stanley Smith Barney Experience November 2008 - December 2012
Job Implementation Consultant, Advanced FA Education Education Program Management at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2014 - Present
Endeavor Wealth Management LLC December 2012 - April 2014
Morgan Stanley Smith Barney November 2008 - December 2012
Merrill Lynch June 2004 - November 2008
Robert W. Baird & Co. 2001 - 2004
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Asset Allocation, Mutual Funds, Portfolio Management, Equities, Retirement, Asset Management, Insurance, Series 63, Customer Service, Financial Advisory
Education
Beloit College 1995 — 1999
BA, Economics & Management, Sociology
Wells Fargo Advisors April 2014 - Present
Endeavor Wealth Management LLC December 2012 - April 2014
Morgan Stanley Smith Barney November 2008 - December 2012
Merrill Lynch June 2004 - November 2008
Robert W. Baird & Co. 2001 - 2004
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Asset Allocation, Mutual Funds, Portfolio Management, Equities, Retirement, Asset Management, Insurance, Series 63, Customer Service, Financial Advisory
Education
Beloit College 1995 — 1999
BA, Economics & Management, Sociology
Albert Wong Albert Wong's Morgan Stanley Smith Barney Experience January 2011 - March 2011
Job Analyst, Client Delivery at Argus Information and Advisory Services
Industry Financial Services
Experience
Argus Information and Advisory Services September 2013 - Present
International Leadership Foundation June 2012 - August 2012
U.S. Department of Commerce June 2011 - August 2011
Navion Financial Advisors, LLC October 2010 - June 2011
Morgan Stanley Smith Barney January 2011 - March 2011
Industrial Bank August 2010 - September 2010
Best Western International June 2008 - July 2008
Skills
Financial Analysis, PowerPoint, Microsoft Excel, Analysis, Finance, Economics, Analytics, Business Analysis, Microsoft Office, Chinese, Accounting, Technical Analysis, Data Analysis, SQL, Microsoft SQL Server, Data Mining, Market Research, Microsoft Word, Budgeting, Quantitative Analysis, Word, Excel, Building Strategic..., Databases, Business Strategy, Consumer Financing, Credit Cards, Strategy
Education
University of Virginia 2012 — 2013
Master of Science in Commerce, Marketing and Management
University of California, Davis 2009 — 2012
Bachelors of Science, Managerial Economics
Hong Kong University of Science and Technology - School of Business and Management 2011 — 2011
Education Abroad Program, Management
Beijing Normal University 2010 — 2010
Study Abroad, Chinese
Argus Information and Advisory Services September 2013 - Present
International Leadership Foundation June 2012 - August 2012
U.S. Department of Commerce June 2011 - August 2011
Navion Financial Advisors, LLC October 2010 - June 2011
Morgan Stanley Smith Barney January 2011 - March 2011
Industrial Bank August 2010 - September 2010
Best Western International June 2008 - July 2008
Skills
Financial Analysis, PowerPoint, Microsoft Excel, Analysis, Finance, Economics, Analytics, Business Analysis, Microsoft Office, Chinese, Accounting, Technical Analysis, Data Analysis, SQL, Microsoft SQL Server, Data Mining, Market Research, Microsoft Word, Budgeting, Quantitative Analysis, Word, Excel, Building Strategic..., Databases, Business Strategy, Consumer Financing, Credit Cards, Strategy
Education
University of Virginia 2012 — 2013
Master of Science in Commerce, Marketing and Management
University of California, Davis 2009 — 2012
Bachelors of Science, Managerial Economics
Hong Kong University of Science and Technology - School of Business and Management 2011 — 2011
Education Abroad Program, Management
Beijing Normal University 2010 — 2010
Study Abroad, Chinese
Mayra Oviedo's Morgan Stanley Smith Barney Experience June 2009 - Present
Job Director at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Big Brothers Big Sisters of NYC September 2005 - Present
Morgan Stanley Smith Barney June 2009 - Present
Morgan Stanley Wealth Management 1991 - Present
Smith Barney Inc. May 2005 - June 2009
Smith Barney Inc. November 1997 - May 2005
Skills
Wealth Management, Management, Financial Services, Risk Assessment, Legal Compliance, Legal Issues, Legal Review, Event Planning, Networking, Marketing, Social Media, Accounting, Training, Leadership, Nonprofits, Recruiting, Fundraising, Entrepreneurship, Social Networking, Community Outreach, Microsoft Office, Public Speaking, Spanish
Education
Baruch College 2000 — 2004
Bachelor of Business Administration (B.B.A.), Entrepreneurial and Small Business Operations
Borough of Manhattan Community College 1998 — 2000
Associate of Arts (A.A.), Business Administration and Management, General
Big Brothers Big Sisters of NYC September 2005 - Present
Morgan Stanley Smith Barney June 2009 - Present
Morgan Stanley Wealth Management 1991 - Present
Smith Barney Inc. May 2005 - June 2009
Smith Barney Inc. November 1997 - May 2005
Skills
Wealth Management, Management, Financial Services, Risk Assessment, Legal Compliance, Legal Issues, Legal Review, Event Planning, Networking, Marketing, Social Media, Accounting, Training, Leadership, Nonprofits, Recruiting, Fundraising, Entrepreneurship, Social Networking, Community Outreach, Microsoft Office, Public Speaking, Spanish
Education
Baruch College 2000 — 2004
Bachelor of Business Administration (B.B.A.), Entrepreneurial and Small Business Operations
Borough of Manhattan Community College 1998 — 2000
Associate of Arts (A.A.), Business Administration and Management, General
Bill O'Sullivan Bill O'Sullivan's Morgan Stanley Smith Barney Experience 2009 - 2012
Job Senior Vice President at Access Distribution Partners
Industry Financial Services
Experience
Access Distribution Partners November 2012 - Present
Morgan Stanley Smith Barney 2009 - 2012
Citi 2008 - 2009
Citi 2007 - 2008
Citi 2005 - 2007
smith barney 2004 - 2005
Prudential Securities 2003 - 2004
Skills
Series 7, Series 63, Series 24, Alternative Investments, Platform Management, Wealth Management, Hedge Funds, Private Equity, Fund Of Funds, Sales Operations, Operations Management, Product Management, Platform Integration, Key Account Management
Education
City University of New York-Baruch College - Zicklin School of Business
MBA, Financee
Hofstra University
BBA, Finance
Access Distribution Partners November 2012 - Present
Morgan Stanley Smith Barney 2009 - 2012
Citi 2008 - 2009
Citi 2007 - 2008
Citi 2005 - 2007
smith barney 2004 - 2005
Prudential Securities 2003 - 2004
Skills
Series 7, Series 63, Series 24, Alternative Investments, Platform Management, Wealth Management, Hedge Funds, Private Equity, Fund Of Funds, Sales Operations, Operations Management, Product Management, Platform Integration, Key Account Management
Education
City University of New York-Baruch College - Zicklin School of Business
MBA, Financee
Hofstra University
BBA, Finance
Dion Marlon Baez's Morgan Stanley Smith Barney Experience January 2009 - July 2010
Job Marketing Manager at Uber
Industry Marketing and Advertising
Experience
Uber December 2014 - Present
SCVNGR / LevelUp (a Google ventures co) September 2011 - 2013
Compete Caribbean Fellowship Award Recipient (World Bank, IADB joint initiative) August 2012 - August 2012
Morgan Stanley Smith Barney January 2009 - July 2010
Morgan Stanley Smith Barney March 2008 - July 2010
b.unique and company September 2002 - March 2008
Skills
Marketing Strategy, Start-ups, Social Media Marketing, Marketing, Email Marketing, Market Planning, Financial Modeling, Spanish, Business Strategy, Contract Management, Management, Google Analytics, Digital Marketing, Entrepreneurship, Microsoft Excel, Negotiation, Competitive Analysis, Salesforce.com, Game Mechanics, Advertising, Investments, Mergers & Acquisitions, Finance, Virtual Teams, Hootsuite, PPC Bid Management, Project Management, Loyalty Marketing, ExactTarget
Education
Harvard University 2011 — 2013
Liberal Arts Masters, Marketing/Marketing Management, General, 3.73
Fordham University 2001 — 2006
BA, History Minor Economics
Baruch College 2010 — 2011
Quantitative Analysis Curriculum, Management Enrichment, 4.0
Xavier High School 1997 — 2001
Uber December 2014 - Present
SCVNGR / LevelUp (a Google ventures co) September 2011 - 2013
Compete Caribbean Fellowship Award Recipient (World Bank, IADB joint initiative) August 2012 - August 2012
Morgan Stanley Smith Barney January 2009 - July 2010
Morgan Stanley Smith Barney March 2008 - July 2010
b.unique and company September 2002 - March 2008
Skills
Marketing Strategy, Start-ups, Social Media Marketing, Marketing, Email Marketing, Market Planning, Financial Modeling, Spanish, Business Strategy, Contract Management, Management, Google Analytics, Digital Marketing, Entrepreneurship, Microsoft Excel, Negotiation, Competitive Analysis, Salesforce.com, Game Mechanics, Advertising, Investments, Mergers & Acquisitions, Finance, Virtual Teams, Hootsuite, PPC Bid Management, Project Management, Loyalty Marketing, ExactTarget
Education
Harvard University 2011 — 2013
Liberal Arts Masters, Marketing/Marketing Management, General, 3.73
Fordham University 2001 — 2006
BA, History Minor Economics
Baruch College 2010 — 2011
Quantitative Analysis Curriculum, Management Enrichment, 4.0
Xavier High School 1997 — 2001
Michael Mitchell, MBA Michael Mitchell, MBA's Morgan Stanley Smith Barney Experience December 2010 - July 2011
Job Pricing Analyst
Industry Financial Services
Experience
Wolters Kluwer September 2011 - Present
Morgan Stanley Smith Barney December 2010 - July 2011
Bowne & Co., Inc September 2005 - May 2008
City University of New York (CUNY, BMCC) September 2003 - September 2005
Merrill Lynch January 2005 - May 2005
Skills
Management, Bloomberg, Analysis, Strategy, Finance, Pricing, Marketing, Financial Analysis, Portfolio Management, Business Analysis, Risk Management, Financial Services, Networking, Financial Reporting, Data Analysis, Microsoft Excel, Forecasting, Process Improvement, Analytics, Competitive Analysis, Microsoft Office
Education
St. John's University, The Peter J. Tobin College of Business 2008 — 2010
MBA, Finance
Baruch College, City University of New York (CUNY) 2003 — 2005
Wolters Kluwer September 2011 - Present
Morgan Stanley Smith Barney December 2010 - July 2011
Bowne & Co., Inc September 2005 - May 2008
City University of New York (CUNY, BMCC) September 2003 - September 2005
Merrill Lynch January 2005 - May 2005
Skills
Management, Bloomberg, Analysis, Strategy, Finance, Pricing, Marketing, Financial Analysis, Portfolio Management, Business Analysis, Risk Management, Financial Services, Networking, Financial Reporting, Data Analysis, Microsoft Excel, Forecasting, Process Improvement, Analytics, Competitive Analysis, Microsoft Office
Education
St. John's University, The Peter J. Tobin College of Business 2008 — 2010
MBA, Finance
Baruch College, City University of New York (CUNY) 2003 — 2005
Alyss Vavricka's Morgan Stanley Smith Barney Experience February 2011 - May 2011
Job Senior Analyst, Field Operations
Industry Computer Software
Experience
LivePerson May 2014 - Present
IBM October 2012 - May 2014
BMO Capital Markets June 2011 - August 2011
Morgan Stanley Smith Barney February 2011 - May 2011
New York University August 2010 - December 2010
Philadelphia Office of the Controller June 2010 - August 2010
Skills
Strategy, Analysis, Economics, Management Consulting, Data Analysis, Financial Modeling, Policy, Valuation, Financial Analysis, French, SAP, Italian, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, MS Project
Education
Barnard College 2009 — 2012
Bachelor of Arts
Columbia University in the City of New York 2009 — 2012
NYU 2010 — 2010
Coursework at Villa La Pietra Campus in Florence, Italy
Villanova University 2008 — 2009
Moorestown Friends School 2004 — 2008
High School
LivePerson May 2014 - Present
IBM October 2012 - May 2014
BMO Capital Markets June 2011 - August 2011
Morgan Stanley Smith Barney February 2011 - May 2011
New York University August 2010 - December 2010
Philadelphia Office of the Controller June 2010 - August 2010
Skills
Strategy, Analysis, Economics, Management Consulting, Data Analysis, Financial Modeling, Policy, Valuation, Financial Analysis, French, SAP, Italian, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, MS Project
Education
Barnard College 2009 — 2012
Bachelor of Arts
Columbia University in the City of New York 2009 — 2012
NYU 2010 — 2010
Coursework at Villa La Pietra Campus in Florence, Italy
Villanova University 2008 — 2009
Moorestown Friends School 2004 — 2008
High School
Matthew Remis's Morgan Stanley Smith Barney Experience June 2011 - Present
Job Vice President, Financial Advisor, Global Wealth Management Group, Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Smith Barney June 2011 - Present
Boston Private Bank & Trust Company January 2006 - June 2011
Heritage Capital Management April 2003 - January 2006
Emtex Corporation June 2003 - December 2003
Campbell Hall School June 1999 - June 2001
Kimball Union Academy May 1997 - June 1999
Education
D'Amore-McKim School of Business at Northeastern University 2002 — 2004
MBA, Finance, Economics, Marketing
Ben-Gurion University of the Negev 1996 — 1996
Hebrew, Hebrew
Union College 1992 — 1996
BA, English/Africana Studies/Hebrew
Governor Dummer Academy 1989 — 1992
Swampscott High School 1987 — 1991
Morgan Stanley Smith Barney June 2011 - Present
Boston Private Bank & Trust Company January 2006 - June 2011
Heritage Capital Management April 2003 - January 2006
Emtex Corporation June 2003 - December 2003
Campbell Hall School June 1999 - June 2001
Kimball Union Academy May 1997 - June 1999
Education
D'Amore-McKim School of Business at Northeastern University 2002 — 2004
MBA, Finance, Economics, Marketing
Ben-Gurion University of the Negev 1996 — 1996
Hebrew, Hebrew
Union College 1992 — 1996
BA, English/Africana Studies/Hebrew
Governor Dummer Academy 1989 — 1992
Swampscott High School 1987 — 1991
Elena Liapounova's Morgan Stanley Smith Barney Experience September 2008 - August 2009
Job Executive Recruiter at J.P Morgan
Industry Staffing and Recruiting
Experience
J.P. Morgan March 2014 - Present
NASDAQ OMX August 2013 - February 2014
Barclays Capital December 2012 - July 2013
TTI of USA August 2010 - December 2012
Morgan Stanley Smith Barney September 2008 - August 2009
Skills
Talent Acquisition, Technical Recruiting, Information Technology, Financial Institutions, Recruiting, Sourcing, Interviews, Screening, Cold Calling, Management, CRM, Networking, Account Management, Contract Recruitment, Internet Recruiting, Financial Services, Benefits Negotiation, Permanent Placement, Team Management, Consulting, IT Recruitment, Employee Relations, Executive Search, Leadership, Process Improvement, Staffing Services, Human Resources, Online Advertising, Screening Resumes, College Recruiting, Building Relationships, Talent Management, Resource Management, Hiring, HRIS, Finance, Employee Benefits, Banking, Strategic Sourcing, Applicant Tracking..., Business Development, Staff Augmentation, Vendor Management, Social Networking
Education
New York University 2014 — 2016
Master of Science (MS), Human Resource Management and Development
City University of New York-Baruch College - Zicklin School of Business
J.P. Morgan March 2014 - Present
NASDAQ OMX August 2013 - February 2014
Barclays Capital December 2012 - July 2013
TTI of USA August 2010 - December 2012
Morgan Stanley Smith Barney September 2008 - August 2009
Skills
Talent Acquisition, Technical Recruiting, Information Technology, Financial Institutions, Recruiting, Sourcing, Interviews, Screening, Cold Calling, Management, CRM, Networking, Account Management, Contract Recruitment, Internet Recruiting, Financial Services, Benefits Negotiation, Permanent Placement, Team Management, Consulting, IT Recruitment, Employee Relations, Executive Search, Leadership, Process Improvement, Staffing Services, Human Resources, Online Advertising, Screening Resumes, College Recruiting, Building Relationships, Talent Management, Resource Management, Hiring, HRIS, Finance, Employee Benefits, Banking, Strategic Sourcing, Applicant Tracking..., Business Development, Staff Augmentation, Vendor Management, Social Networking
Education
New York University 2014 — 2016
Master of Science (MS), Human Resource Management and Development
City University of New York-Baruch College - Zicklin School of Business
Nicholas Angilletta Nicholas Angilletta's Morgan Stanley Smith Barney Experience 2009 - 2011
Job Head of Capital Markets
Industry Financial Services
Experience
Deutsche Bank July 2015 - Present
Morgan Stanley Wealth Management 2014 - 2014
Morgan Stanley 2011 - 2014
Morgan Stanley Smith Barney 2009 - 2011
Citi 2005 - 2009
Citi 2003 - 2005
Citi 1988 - 2003
Skills
Series 7, Series 63, Series 24, Series 9, Series 10, Series 4, Series 66, Series 55, Wealth Management, Alternative Investments, Uniform Combined State..., FINRA, Mutual Funds, Series 65, Securities, Asset Management, Wealth Management..., Asset Allocation, Financial Services, Separately Managed..., Trading, Portfolio Management, Investments, ETFs, Investment Advisory, Investment Strategies, Retirement Planning, Fixed Income, Equities, Investment Management, Hedge Funds, Bonds, Capital Markets, Financial Advisory, Strategic Financial...
Education
Baruch College
BBA
Deutsche Bank July 2015 - Present
Morgan Stanley Wealth Management 2014 - 2014
Morgan Stanley 2011 - 2014
Morgan Stanley Smith Barney 2009 - 2011
Citi 2005 - 2009
Citi 2003 - 2005
Citi 1988 - 2003
Skills
Series 7, Series 63, Series 24, Series 9, Series 10, Series 4, Series 66, Series 55, Wealth Management, Alternative Investments, Uniform Combined State..., FINRA, Mutual Funds, Series 65, Securities, Asset Management, Wealth Management..., Asset Allocation, Financial Services, Separately Managed..., Trading, Portfolio Management, Investments, ETFs, Investment Advisory, Investment Strategies, Retirement Planning, Fixed Income, Equities, Investment Management, Hedge Funds, Bonds, Capital Markets, Financial Advisory, Strategic Financial...
Education
Baruch College
BBA
Lorraine Mancuso's Morgan Stanley Smith Barney Experience May 2000 - July 2008
Job Administrative Assistant at GAMCO Investors, Inc.
Industry Financial Services
Experience
GAMCO Investors, Inc. December 2014 - Present
Merrill Lynch August 2008 - September 2014
Morgan Stanley Smith Barney May 2000 - July 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Concur, Wealth Management
Education
Baruch College, City University of New York (CUNY)
Course work in Accounting and Business Law
Harry S. Truman High School
Honor Roll - Early Graduation
GAMCO Investors, Inc. December 2014 - Present
Merrill Lynch August 2008 - September 2014
Morgan Stanley Smith Barney May 2000 - July 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Concur, Wealth Management
Education
Baruch College, City University of New York (CUNY)
Course work in Accounting and Business Law
Harry S. Truman High School
Honor Roll - Early Graduation
Jiri Beles Jiri Beles's Morgan Stanley Smith Barney Experience 2009 - 2010
Job Sales Associate at Forexware
Industry Financial Services
Experience
FX Direct Dealer September 2010 - Present
Forexware March 2015 - Present
Morgan Stanley Smith Barney 2009 - 2010
National Securities April 2009 - June 2009
Skills
CRM, Foreign Exchange, FX trading, Bloomberg Terminal, Currency, Financial Markets, FX Options, Microsoft Excel, Sales Process, Account Management, Sales Operations, MT4, MetaTrader, Electronic Trading, Risk Management, FX Hedging, Trading Systems
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance, 3.8
City University of New York-Baruch College - Zicklin School of Business
BBA, Finance and Investments, Cum Laude
FX Direct Dealer September 2010 - Present
Forexware March 2015 - Present
Morgan Stanley Smith Barney 2009 - 2010
National Securities April 2009 - June 2009
Skills
CRM, Foreign Exchange, FX trading, Bloomberg Terminal, Currency, Financial Markets, FX Options, Microsoft Excel, Sales Process, Account Management, Sales Operations, MT4, MetaTrader, Electronic Trading, Risk Management, FX Hedging, Trading Systems
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance, 3.8
City University of New York-Baruch College - Zicklin School of Business
BBA, Finance and Investments, Cum Laude
David Muschel David Muschel's Morgan Stanley Smith Barney Experience November 1984 - December 1988
Job at EMA Capital
Industry Financial Services
Experience
EMA Capital January 2008 - Present
Rockview Financial Group LLC 2004 - 2008
Jemmco Capital 1996 - 2004
Citadel LLC 1994 - 1997
SAC Capital 1993 - 1994
Millennium Partners 1989 - 1993
Morgan Stanley Smith Barney November 1984 - December 1988
Skills
Alternative Investments, Equities, Hedge Funds, Asset Managment, Trading
Education
Baruch College
Bachelor of Business Administration (BBA)
Baruch College
BBA. Accounting 1981
EMA Capital January 2008 - Present
Rockview Financial Group LLC 2004 - 2008
Jemmco Capital 1996 - 2004
Citadel LLC 1994 - 1997
SAC Capital 1993 - 1994
Millennium Partners 1989 - 1993
Morgan Stanley Smith Barney November 1984 - December 1988
Skills
Alternative Investments, Equities, Hedge Funds, Asset Managment, Trading
Education
Baruch College
Bachelor of Business Administration (BBA)
Baruch College
BBA. Accounting 1981
Sam Dickson Sam Dickson's Morgan Stanley Smith Barney Experience May 2011 - February 2013
Job Market Director/Executive Director at JP Morgan Securities, LLC
Industry Financial Services
Experience
JP Morgan Securities LLC October 2013 - Present
JPMorgan Chase February 2013 - October 2013
Morgan Stanley Smith Barney May 2011 - February 2013
Morgan Stanley Smith Barney August 2010 - May 2011
Wells Fargo Advisors/ Wachovia Securities/ Prudential Securities July 2002 - May 2009
Prudential Securities January 2000 - January 2002
Prudential Securities January 1997 - January 2000
Prudential Securities January 1996 - January 1997
Prudential Securities December 1993 - April 1996
Merrill Lynch August 1985 - December 1993
Education
Belhaven University 1980 — 1982
Bachelor of Science, Accounting, Business Administration
SIA Branch Manager Training - Wharton Business School, University of Pennsylvania
JP Morgan Securities LLC October 2013 - Present
JPMorgan Chase February 2013 - October 2013
Morgan Stanley Smith Barney May 2011 - February 2013
Morgan Stanley Smith Barney August 2010 - May 2011
Wells Fargo Advisors/ Wachovia Securities/ Prudential Securities July 2002 - May 2009
Prudential Securities January 2000 - January 2002
Prudential Securities January 1997 - January 2000
Prudential Securities January 1996 - January 1997
Prudential Securities December 1993 - April 1996
Merrill Lynch August 1985 - December 1993
Education
Belhaven University 1980 — 1982
Bachelor of Science, Accounting, Business Administration
SIA Branch Manager Training - Wharton Business School, University of Pennsylvania
Ningning (Chrissie) Chen Ningning (Chrissie) Chen's Morgan Stanley Smith Barney Experience June 2010 - September 2010
Job Junior Accountant at Farkouh Furman & Faccio LLP
Industry Banking
Experience
Farkouh Furman & Faccio LLP January 2012 - Present
Citigroup,Inc September 2010 - October 2011
Morgan Stanley Smith Barney June 2010 - September 2010
Zhang&Associates,LLC June 2007 - May 2010
Skills
QuickBooks, Accounting, Tax, Financial Reporting, Auditing, Due Diligence, Tax Preparation, General Ledger, US GAAP, GAAP
Education
City University of New York-Baruch College 2009 — 2011
Bachelor, Accounting, Mathematics
City University of New York-Queens College 2007 — 2008
Accounting and Information System
Farkouh Furman & Faccio LLP January 2012 - Present
Citigroup,Inc September 2010 - October 2011
Morgan Stanley Smith Barney June 2010 - September 2010
Zhang&Associates,LLC June 2007 - May 2010
Skills
QuickBooks, Accounting, Tax, Financial Reporting, Auditing, Due Diligence, Tax Preparation, General Ledger, US GAAP, GAAP
Education
City University of New York-Baruch College 2009 — 2011
Bachelor, Accounting, Mathematics
City University of New York-Queens College 2007 — 2008
Accounting and Information System
Duke Rumely Duke Rumely's Morgan Stanley Smith Barney Experience September 2001 - September 2009
Job
Industry Hospital & Health Care
Experience
Harmony Foundation Inc. March 2012 - Present
Harmony Foundation Inc. September 2009 - March 2012
Morgan Stanley Smith Barney September 2001 - September 2009
Skills
Program Development, Public Speaking, Fundraising, Community Outreach, Non-profits, Customer Service, Grant Writing, Marketing, Event Management, Nonprofits, Mental Health, Psychotherapy, Treatment, Social Services, Healthcare, Training, Community Development, Crisis Intervention, Conflict Resolution, Volunteer Management
Education
Bellarmine University 1989 — 1991
Bachelor of Science (BS), Business Administration and Management, General
University of Arizona 1986 — 1989
Harmony Foundation Inc. March 2012 - Present
Harmony Foundation Inc. September 2009 - March 2012
Morgan Stanley Smith Barney September 2001 - September 2009
Skills
Program Development, Public Speaking, Fundraising, Community Outreach, Non-profits, Customer Service, Grant Writing, Marketing, Event Management, Nonprofits, Mental Health, Psychotherapy, Treatment, Social Services, Healthcare, Training, Community Development, Crisis Intervention, Conflict Resolution, Volunteer Management
Education
Bellarmine University 1989 — 1991
Bachelor of Science (BS), Business Administration and Management, General
University of Arizona 1986 — 1989
John Rates John Rates's Morgan Stanley Smith Barney Experience June 2008 - July 2011
Job Sr. Production Support Specialist Trading Systems
Industry Financial Services
Experience
BNP Paribas September 2013 - Present
Credit Suisse August 2011 - July 2013
Morgan Stanley Smith Barney June 2008 - July 2011
Eagle Ridge Capital June 2002 - April 2008
Skills
Trading, Market Data, Equities, Fixed Income
Education
Baruch College 1998 — 2002
BS, Computer Science
BNP Paribas September 2013 - Present
Credit Suisse August 2011 - July 2013
Morgan Stanley Smith Barney June 2008 - July 2011
Eagle Ridge Capital June 2002 - April 2008
Skills
Trading, Market Data, Equities, Fixed Income
Education
Baruch College 1998 — 2002
BS, Computer Science
Christine Kelleher-Guerrero's Morgan Stanley Smith Barney Experience November 2009 - December 2011
Job Director Head of Marketing Review at Barclays Wealth
Industry Financial Services
Experience
Barclays December 2011 - Present
Morgan Stanley Smith Barney November 2009 - December 2011
MSSB / Citi Smith Barney March 2007 - November 2009
Citi Smith Barney January 2006 - March 2007
Citi Smith Barney August 2005 - January 2006
TIAA-CREF November 2003 - August 2005
TIAA-CREF November 1996 - November 2003
Christian Brothers Investment Services 1990 - 1996
Integrated Resources Inc. 1987 - 1989
Brooks, Weinger, Robbins, and Leeds 1984 - 1987
Skills
Leadership, Marketing, Investments, Market Research, Strategy, Management, Project Management, Marketing Strategy, Strategic Planning, Mutual Funds, Series 63, Training, Wealth Management, Direct Marketing, Series 7, Financial Analysis
Education
City University of New York-Baruch College 1980 — 1984
BBA, Finance/Investments
Barclays December 2011 - Present
Morgan Stanley Smith Barney November 2009 - December 2011
MSSB / Citi Smith Barney March 2007 - November 2009
Citi Smith Barney January 2006 - March 2007
Citi Smith Barney August 2005 - January 2006
TIAA-CREF November 2003 - August 2005
TIAA-CREF November 1996 - November 2003
Christian Brothers Investment Services 1990 - 1996
Integrated Resources Inc. 1987 - 1989
Brooks, Weinger, Robbins, and Leeds 1984 - 1987
Skills
Leadership, Marketing, Investments, Market Research, Strategy, Management, Project Management, Marketing Strategy, Strategic Planning, Mutual Funds, Series 63, Training, Wealth Management, Direct Marketing, Series 7, Financial Analysis
Education
City University of New York-Baruch College 1980 — 1984
BBA, Finance/Investments
Alena Gavrikova Alena Gavrikova's Morgan Stanley Smith Barney Experience August 2007 - December 2007
Job Associate Attorney at Groves & Verona, P.A.
Industry Legal Services
Experience
Groves & Verona, P.A. March 2015 - Present
The Ferraro Law Firm May 2012 - August 2014
Elizabeth Arden May 2011 - July 2011
Three Rivers Legal Services January 2011 - April 2011
Merrill Lynch January 2008 - May 2008
Morgan Stanley Smith Barney August 2007 - December 2007
Merrill Lynch January 2007 - May 2007
Skills
Legal Research, Legal Writing, Westlaw, Lexis, Litigation, Civil Litigation, Courts, Legal Assistance, Corporate Law, Trials, Bankruptcy, Estate Planning, Criminal Law, Commercial Litigation, Family Law, LexisNexis
Education
University of Florida - Fredric G. Levin College of Law 2009 — 2011
J.D., Corporate Law, International Law, Bankruptcy
Florida International University - College of Business 2005 — 2007
BBA, Finance, International Business
Belarusian State Economic University 2000 — 2003
Marketing, Advertising
Groves & Verona, P.A. March 2015 - Present
The Ferraro Law Firm May 2012 - August 2014
Elizabeth Arden May 2011 - July 2011
Three Rivers Legal Services January 2011 - April 2011
Merrill Lynch January 2008 - May 2008
Morgan Stanley Smith Barney August 2007 - December 2007
Merrill Lynch January 2007 - May 2007
Skills
Legal Research, Legal Writing, Westlaw, Lexis, Litigation, Civil Litigation, Courts, Legal Assistance, Corporate Law, Trials, Bankruptcy, Estate Planning, Criminal Law, Commercial Litigation, Family Law, LexisNexis
Education
University of Florida - Fredric G. Levin College of Law 2009 — 2011
J.D., Corporate Law, International Law, Bankruptcy
Florida International University - College of Business 2005 — 2007
BBA, Finance, International Business
Belarusian State Economic University 2000 — 2003
Marketing, Advertising
Adrian Ozarchievici Adrian Ozarchievici's Morgan Stanley Smith Barney Experience 2008 - 2011
Job VP Premier Relationship Advisor at HSBC Securities USA Inc
Industry Financial Services
Experience
HSBC Securities USA Inc 2011 - Present
Business Network International January 2009 - Present
Morgan Stanley Smith Barney 2008 - 2011
JPMorgan Chase 2005 - 2008
Skills
Retirement Planning, Investments, Financial Planning, Long Term Care, Whole Life, Term Life Insurance, College Savings Plans, Investments with..., Managed Accounts, SEP, Roth IRAs, Managing Accounts, Strategic Financial..., Long-term Care, Roth IRA, Wealth Management, Series 7, Loans, Portfolio Management, Mutual Funds, IRAs, Management, Finance, Financial Advisory, Insurance, Mortgage Lending, Retirement, Securities, Asset Allocation, Series 63, Entrepreneurship, Leadership, Asset Management, Fixed Annuities, Financial Services, Equities, Alternative Investments, Life Insurance, Investment Advisory, Strategy, Small Business, Financial Analysis, Estate Planning, Financial Planners, Investment Strategies, Employee Benefits, 401k, Wealth, Series 6, Disability Insurance, Relationship Management
Education
Baruch College, City University of New York (CUNY)
Bachelor, Finance and Global Communication/ Spanish
Kaplan University 2010 — 2011
Certified Financial Planner - CFP®, 6 areas of Financial Planning - Insurance, Retirement, Estate, Investments, Financial, Tax
HSBC Securities USA Inc 2011 - Present
Business Network International January 2009 - Present
Morgan Stanley Smith Barney 2008 - 2011
JPMorgan Chase 2005 - 2008
Skills
Retirement Planning, Investments, Financial Planning, Long Term Care, Whole Life, Term Life Insurance, College Savings Plans, Investments with..., Managed Accounts, SEP, Roth IRAs, Managing Accounts, Strategic Financial..., Long-term Care, Roth IRA, Wealth Management, Series 7, Loans, Portfolio Management, Mutual Funds, IRAs, Management, Finance, Financial Advisory, Insurance, Mortgage Lending, Retirement, Securities, Asset Allocation, Series 63, Entrepreneurship, Leadership, Asset Management, Fixed Annuities, Financial Services, Equities, Alternative Investments, Life Insurance, Investment Advisory, Strategy, Small Business, Financial Analysis, Estate Planning, Financial Planners, Investment Strategies, Employee Benefits, 401k, Wealth, Series 6, Disability Insurance, Relationship Management
Education
Baruch College, City University of New York (CUNY)
Bachelor, Finance and Global Communication/ Spanish
Kaplan University 2010 — 2011
Certified Financial Planner - CFP®, 6 areas of Financial Planning - Insurance, Retirement, Estate, Investments, Financial, Tax
Matthew Maggiacomo's Morgan Stanley Smith Barney Experience May 2010 - August 2010
Job Tax Services
Industry Legal Services
Experience
PwC September 2013 - Present
PwC June 2012 - August 2012
United States District Court for the Eastern District of New York September 2011 - May 2012
Kings County District Attorney's Office May 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - August 2010
Education
New York University School of Law 2014 — 2015
Master of Laws (LL.M.), Taxation
Benjamin N. Cardozo School of Law, Yeshiva University 2010 — 2013
J.D., Dual Concentration: Corporate Law, Taxation
Binghamton University - School of Management 2006 — 2010
Bachelor of Science, Accounting (Magna Cum Laude)
PwC September 2013 - Present
PwC June 2012 - August 2012
United States District Court for the Eastern District of New York September 2011 - May 2012
Kings County District Attorney's Office May 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - August 2010
Education
New York University School of Law 2014 — 2015
Master of Laws (LL.M.), Taxation
Benjamin N. Cardozo School of Law, Yeshiva University 2010 — 2013
J.D., Dual Concentration: Corporate Law, Taxation
Binghamton University - School of Management 2006 — 2010
Bachelor of Science, Accounting (Magna Cum Laude)
Carrie Hogan, MBA Carrie Hogan, MBA's Morgan Stanley Smith Barney Experience May 2010 - December 2011
Job Recent MBA graduate
Industry Financial Services
Experience
Springleaf Financial Services December 2011 - June 2012
Morgan Stanley Smith Barney May 2010 - December 2011
Brookfield Zoo June 2008 - July 2011
George W. Buck Boys and Girls Club September 2008 - May 2011
Skills
Research, Microsoft Office, Public Speaking, Marketing, Investments, Customer Service, Access, Management, Training
Education
Benedictine University 2012 — 2013
Master of Business Administration (M.B.A.), Financial Management Concentration, 4.0 GPA
Lewis University 2007 — 2011
Bachelor of Science, Finance and Business Administration
Mother McAuley Liberal Arts High School
Springleaf Financial Services December 2011 - June 2012
Morgan Stanley Smith Barney May 2010 - December 2011
Brookfield Zoo June 2008 - July 2011
George W. Buck Boys and Girls Club September 2008 - May 2011
Skills
Research, Microsoft Office, Public Speaking, Marketing, Investments, Customer Service, Access, Management, Training
Education
Benedictine University 2012 — 2013
Master of Business Administration (M.B.A.), Financial Management Concentration, 4.0 GPA
Lewis University 2007 — 2011
Bachelor of Science, Finance and Business Administration
Mother McAuley Liberal Arts High School
Brennan Melton's Morgan Stanley Smith Barney Experience November 2007 - February 2008
Job Student at Seattle University
Industry Accounting
Experience
Morgan Stanley Smith Barney November 2007 - February 2008
Mid Mountain Contractors July 2007 - September 2007
Education
Seattle University 2008 — 2011
Bachelors, Accounting and Finance
Bellevue Community College 2006 — 2008
Associates, Business
Morgan Stanley Smith Barney November 2007 - February 2008
Mid Mountain Contractors July 2007 - September 2007
Education
Seattle University 2008 — 2011
Bachelors, Accounting and Finance
Bellevue Community College 2006 — 2008
Associates, Business
Barbara Langaro's Morgan Stanley Smith Barney Experience November 2010 - August 2011
Job Financial Services Professional
Industry Financial Services
Experience
The Sunny and Abe Rosenberg Foundation October 2009 - Present
Morgan Stanley Smith Barney November 2010 - August 2011
Cain New York June 2005 - November 2008
First Floor Inc., Miami Beach, FL January 2004 - May 2005
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2013
MBA, Accounting
Florida International University - College of Business 2005 — 2008
Bachelor of Business Administration, Finance
The Sunny and Abe Rosenberg Foundation October 2009 - Present
Morgan Stanley Smith Barney November 2010 - August 2011
Cain New York June 2005 - November 2008
First Floor Inc., Miami Beach, FL January 2004 - May 2005
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2013
MBA, Accounting
Florida International University - College of Business 2005 — 2008
Bachelor of Business Administration, Finance
Izabela (Drapala) Pawlowski, CPA, MBA Izabela (Drapala) Pawlowski, CPA, MBA's Morgan Stanley Smith Barney Experience July 2005 - August 2005
Job Audit Senior at Citrin Cooperman
Industry Accounting
Experience
Citrin Cooperman November 2014 - Present
Rosen Seymour Shapss Martin & Company LLP November 2011 - November 2014
Citi April 2011 - November 2011
Merrill Lynch December 2006 - February 2009
Merrill Lynch July 2005 - November 2006
Morgan Stanley Smith Barney July 2005 - August 2005
UBS Investment Bank January 2005 - May 2005
ASPIRA of New York December 2003 - January 2005
Skills
Accounting, Financial Analysis, Auditing, Internal Controls, Financial Reporting, US GAAP, Financial Modeling, Business Analysis, General Ledger, Finance, Microsoft Word, Tax, Financial Accounting, Strategic Financial..., Analysis, GAAP, Financial Planning, ProSystem fx Engagement, Microsoft Office, Microsoft Excel, Data Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2011
Master of Business Administration (MBA), Accounting
City University of New York-Baruch College - Zicklin School of Business 2001 — 2006
Bachelor of Business Administration (BBA), Finance, cum laude honors
Brooklyn Technical High School 1997 — 2001
High School
Citrin Cooperman November 2014 - Present
Rosen Seymour Shapss Martin & Company LLP November 2011 - November 2014
Citi April 2011 - November 2011
Merrill Lynch December 2006 - February 2009
Merrill Lynch July 2005 - November 2006
Morgan Stanley Smith Barney July 2005 - August 2005
UBS Investment Bank January 2005 - May 2005
ASPIRA of New York December 2003 - January 2005
Skills
Accounting, Financial Analysis, Auditing, Internal Controls, Financial Reporting, US GAAP, Financial Modeling, Business Analysis, General Ledger, Finance, Microsoft Word, Tax, Financial Accounting, Strategic Financial..., Analysis, GAAP, Financial Planning, ProSystem fx Engagement, Microsoft Office, Microsoft Excel, Data Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2011
Master of Business Administration (MBA), Accounting
City University of New York-Baruch College - Zicklin School of Business 2001 — 2006
Bachelor of Business Administration (BBA), Finance, cum laude honors
Brooklyn Technical High School 1997 — 2001
High School
Chris Schwartz Chris Schwartz's Morgan Stanley Smith Barney Experience September 2007 - September 2009
Job Director Institutional Sales at Total Bank Solutions
Industry Financial Services
Experience
Total Bank Solutions October 2013 - Present
The Stanton Executive Group, LLC September 2009 - November 2014
JPMorgan Chase July 2012 - August 2013
Morgan Stanley Smith Barney September 2007 - September 2009
UBS Wealth Management June 2006 - September 2007
Clarke American September 2003 - July 2006
Reich & Tang Funds June 1999 - September 2003
Neuberger Berman March 1997 - June 1999
Skills
Retail Banking, Private Banking, Commercial Banking, Private Wealth..., Wealth Management, Retail Brokerage, Mortgage, Securities Lending, Underwriting, Credit Risk, Organizational..., Business Strategy, Strategic Consulting, Legal Compliance, Executive Coaching, Executive Search, Executive Development, Talent Management, Compliance, Mortgage Lending, Investments, Management, Wealth Management..., Mutual Funds, Securities, CRM, Banking, Mergers & Acquisitions, Financial Services, Portfolio Management
Education
Baruch College, City University of New York (CUNY) 2003 — 2005
MBA, Executive Management and International Business
Providence College 1990 — 1994
Bachelor of Arts, Mathematics and Humanities
The Morgan School 1986 — 1990
Diploma, General
Total Bank Solutions October 2013 - Present
The Stanton Executive Group, LLC September 2009 - November 2014
JPMorgan Chase July 2012 - August 2013
Morgan Stanley Smith Barney September 2007 - September 2009
UBS Wealth Management June 2006 - September 2007
Clarke American September 2003 - July 2006
Reich & Tang Funds June 1999 - September 2003
Neuberger Berman March 1997 - June 1999
Skills
Retail Banking, Private Banking, Commercial Banking, Private Wealth..., Wealth Management, Retail Brokerage, Mortgage, Securities Lending, Underwriting, Credit Risk, Organizational..., Business Strategy, Strategic Consulting, Legal Compliance, Executive Coaching, Executive Search, Executive Development, Talent Management, Compliance, Mortgage Lending, Investments, Management, Wealth Management..., Mutual Funds, Securities, CRM, Banking, Mergers & Acquisitions, Financial Services, Portfolio Management
Education
Baruch College, City University of New York (CUNY) 2003 — 2005
MBA, Executive Management and International Business
Providence College 1990 — 1994
Bachelor of Arts, Mathematics and Humanities
The Morgan School 1986 — 1990
Diploma, General
Graham Gourley Graham Gourley's Morgan Stanley Smith Barney Experience April 2010 - June 2012
Job Emergency Services/Mitigation Technician
Industry Construction
Experience
Jenkins Restorations February 2014 - Present
Robert Pittenger for U.S Congress January 2014 - Present
Morgan Stanley Smith Barney April 2010 - June 2012
Morgan Stanley Smith Barney April 2010 - June 2012
Spaugh Dameron Tenny April 2009 - February 2010
Spaugh Dameron Tenny July 2008 - February 2010
Bank of America October 2007 - May 2008
Charlotte Chamber of Commerce March 2007 - October 2007
Skills
Recruiting, Financial Analysis, Strategic Planning, Strategic Financial..., Investments, Customer Service, Risk Management, Portfolio Management, Retirement Planning, Finance, Series 7, Insurance, 401k, Asset Management, Equities, Financial Advisory, Financial Modeling, Financial Services, Fixed Annuities, Investment Advisory, Investment Strategies, Retirement, Wealth Management, Alternative Investments, Financial Planners, Fixed Income, IRAs, Life Insurance, Asset Allocation
Education
Baylor University 2002 — 2006
BA, Speech Communication and Rhetoric
South Mecklenburg High School 1998 — 2002
Jenkins Restorations February 2014 - Present
Robert Pittenger for U.S Congress January 2014 - Present
Morgan Stanley Smith Barney April 2010 - June 2012
Morgan Stanley Smith Barney April 2010 - June 2012
Spaugh Dameron Tenny April 2009 - February 2010
Spaugh Dameron Tenny July 2008 - February 2010
Bank of America October 2007 - May 2008
Charlotte Chamber of Commerce March 2007 - October 2007
Skills
Recruiting, Financial Analysis, Strategic Planning, Strategic Financial..., Investments, Customer Service, Risk Management, Portfolio Management, Retirement Planning, Finance, Series 7, Insurance, 401k, Asset Management, Equities, Financial Advisory, Financial Modeling, Financial Services, Fixed Annuities, Investment Advisory, Investment Strategies, Retirement, Wealth Management, Alternative Investments, Financial Planners, Fixed Income, IRAs, Life Insurance, Asset Allocation
Education
Baylor University 2002 — 2006
BA, Speech Communication and Rhetoric
South Mecklenburg High School 1998 — 2002
Annie Zhang Annie Zhang's Morgan Stanley Smith Barney Experience February 2010 - May 2010
Job Sales Development Manager at Google
Industry Marketing and Advertising
Experience
Google July 2015 - Present
Google May 2014 - June 2015
Sullivan June 2011 - May 2014
IW Group Inc. September 2010 - December 2010
Digitas June 2010 - August 2010
Morgan Stanley Smith Barney February 2010 - May 2010
Shanghai Chempartner June 2009 - July 2009
Skills
Social Media Marketing, Integrated Marketing, Press Releases, Advertising, Facebook, Strategy, Market Research, Public Relations, Leadership, Start-ups, Content Strategy, Event Planning
Education
Barnard College 2007 — 2011
B.A., East Asian Studies and Economics
Columbia University in the City of New York 2007 — 2011
B.A., East Asian Studies and Economics
Google July 2015 - Present
Google May 2014 - June 2015
Sullivan June 2011 - May 2014
IW Group Inc. September 2010 - December 2010
Digitas June 2010 - August 2010
Morgan Stanley Smith Barney February 2010 - May 2010
Shanghai Chempartner June 2009 - July 2009
Skills
Social Media Marketing, Integrated Marketing, Press Releases, Advertising, Facebook, Strategy, Market Research, Public Relations, Leadership, Start-ups, Content Strategy, Event Planning
Education
Barnard College 2007 — 2011
B.A., East Asian Studies and Economics
Columbia University in the City of New York 2007 — 2011
B.A., East Asian Studies and Economics
Hannah Capaloff-Jones's Morgan Stanley Smith Barney Experience September 2010 - May 2011
Job Equity & Structured Products Trade Support at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Morgan Stanley January 2015 - July 2015
Morgan Stanley August 2013 - January 2015
Morgan Stanley Wealth Management April 2012 - August 2013
Bay Ridge Federal Credit Union February 2012 - March 2012
JPMorgan Chase May 2011 - December 2011
Morgan Stanley Smith Barney September 2010 - May 2011
Worldtone Dance April 2009 - September 2010
Skills
Writing, Event Planning, PowerPoint, Microsoft Office, Strategic Financial..., Customer Service, Microsoft Excel, Financial Markets, Data Analysis, Finance, Spreadsheets, Series 7, Arena Simulation..., Financial Planning, Problem Solving, Event Based Simulation, SAS programming, Investments, Microsoft Word, Financial Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2014
Master of Science (MS), Quantitative Methods and Modeling
City University of New York-Brooklyn College 2007 — 2010
Bachelors of Science, Business Management & Finance. Minor in Financial Planning
City-As High School 2006 — 2007
Montclair High School 2004 — 2006
Morgan Stanley July 2015 - Present
Morgan Stanley January 2015 - July 2015
Morgan Stanley August 2013 - January 2015
Morgan Stanley Wealth Management April 2012 - August 2013
Bay Ridge Federal Credit Union February 2012 - March 2012
JPMorgan Chase May 2011 - December 2011
Morgan Stanley Smith Barney September 2010 - May 2011
Worldtone Dance April 2009 - September 2010
Skills
Writing, Event Planning, PowerPoint, Microsoft Office, Strategic Financial..., Customer Service, Microsoft Excel, Financial Markets, Data Analysis, Finance, Spreadsheets, Series 7, Arena Simulation..., Financial Planning, Problem Solving, Event Based Simulation, SAS programming, Investments, Microsoft Word, Financial Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2014
Master of Science (MS), Quantitative Methods and Modeling
City University of New York-Brooklyn College 2007 — 2010
Bachelors of Science, Business Management & Finance. Minor in Financial Planning
City-As High School 2006 — 2007
Montclair High School 2004 — 2006
Nieva Burdick Nieva Burdick's Morgan Stanley Smith Barney Experience 2008 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley 2009 - 2011
Morgan Stanley Smith Barney 2008 - 2011
Citi February 2005 - April 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, QuickBooks, Recon, Pega Reach, ACCTivate, Foreign Exchange, Hedge Funds, Capital Markets, Finance, Trading, SWIFT payments
Education
Baruch College
Continuing Ed, Certified Computer Programming
Columban University, Olongapo City
Bachelor of Arts (B.A.), Mathematics
Morgan Stanley 2009 - 2011
Morgan Stanley Smith Barney 2008 - 2011
Citi February 2005 - April 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, QuickBooks, Recon, Pega Reach, ACCTivate, Foreign Exchange, Hedge Funds, Capital Markets, Finance, Trading, SWIFT payments
Education
Baruch College
Continuing Ed, Certified Computer Programming
Columban University, Olongapo City
Bachelor of Arts (B.A.), Mathematics
Daphne Huang Daphne Huang's Morgan Stanley Smith Barney Experience 1995 - 1996
Job Sr. Portfolio Manager
Industry Banking
Experience
HSBC March 2015 - Present
LIHUA INTERNATIONAL, INC. 2011 - March 2015
LIHUA INTERNATIONAL, INC 2009 - 2011
GE Capital Markets, Inc. 2004 - 2009
GE Capital Markets, Inc. 2003 - 2004
Fleet Securities, Inc. (acquired by Banc of America Securities, Inc.) 2000 - 2002
PRICEWATERHOUSECOOPERS LLP 1997 - 2000
SG COWEN & COMPANY 1996 - 1997
Morgan Stanley Smith Barney 1995 - 1996
Skills
Cash Flow, Underwriting, Due Diligence, Mergers & Acquisitions, Portfolio Management, Corporate Finance, Financial Structuring, Finance, Banking, Restructuring, Project Finance, Credit, Capital Markets, Strategy, Financial Services, Investor Relations, Executive Management, Leveraged Finance, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance / Management / International Business
Baruch College, City University of New York (CUNY) 1992 — 1995
BBA, Accounting
HSBC March 2015 - Present
LIHUA INTERNATIONAL, INC. 2011 - March 2015
LIHUA INTERNATIONAL, INC 2009 - 2011
GE Capital Markets, Inc. 2004 - 2009
GE Capital Markets, Inc. 2003 - 2004
Fleet Securities, Inc. (acquired by Banc of America Securities, Inc.) 2000 - 2002
PRICEWATERHOUSECOOPERS LLP 1997 - 2000
SG COWEN & COMPANY 1996 - 1997
Morgan Stanley Smith Barney 1995 - 1996
Skills
Cash Flow, Underwriting, Due Diligence, Mergers & Acquisitions, Portfolio Management, Corporate Finance, Financial Structuring, Finance, Banking, Restructuring, Project Finance, Credit, Capital Markets, Strategy, Financial Services, Investor Relations, Executive Management, Leveraged Finance, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance / Management / International Business
Baruch College, City University of New York (CUNY) 1992 — 1995
BBA, Accounting
Alfred Painter Alfred Painter's Morgan Stanley Smith Barney Experience December 2006 - May 2009
Job Jr. Partner and Investment Advisor at Douglas Bagwell & Associates
Industry Financial Services
Experience
Douglas Bagwell & Associates March 2012 - Present
Douglas Bagwell & Associates February 2012 - Present
Smith, Moore & Company May 2009 - January 2012
Morgan Stanley Smith Barney December 2006 - May 2009
Painter and Painter, LLC Business Consulting Services January 2001 - December 2006
University of Missouri 2000 - 2001
FASCO 1993 - 2000
Skills
Investments, Mutual Funds, Retirement, IRAs, 401k, Fixed Annuities, Roth IRA, Bonds, Hedge Funds, Options, Retirement Planning, Strategic Financial..., Management Consulting, Estate Planning, Financial Analysis, Asset Managment, Insurance, Risk Management, Managerial Finance, Customer Service, Life Insurance, Wealth Management, Investment Advisory, 401k Rollovers, Long-term Care, Series 7, Financial Services, Series 63, Mortgage Lending, Small Business, Disability Insurance, Financial Risk, Loans, Finance, Wealth, Health Insurance, Banking, Portfolio Management, Term Life Insurance, Asset Management, Series 65, Asset Allocation, Investment Strategies, Securities, Financial Advisory, Wealth Management...
Education
University of Missouri-Columbia 2000 — 2002
Masters in Business Administration, Marketing
University of Missouri-Columbia, College of Business 2000 — 2002
MBA, Marketing and Finance
Bellevue University
Bachelor of Science (BS), International Business/Trade/Commerce, 3.99/4.0
Douglas Bagwell & Associates March 2012 - Present
Douglas Bagwell & Associates February 2012 - Present
Smith, Moore & Company May 2009 - January 2012
Morgan Stanley Smith Barney December 2006 - May 2009
Painter and Painter, LLC Business Consulting Services January 2001 - December 2006
University of Missouri 2000 - 2001
FASCO 1993 - 2000
Skills
Investments, Mutual Funds, Retirement, IRAs, 401k, Fixed Annuities, Roth IRA, Bonds, Hedge Funds, Options, Retirement Planning, Strategic Financial..., Management Consulting, Estate Planning, Financial Analysis, Asset Managment, Insurance, Risk Management, Managerial Finance, Customer Service, Life Insurance, Wealth Management, Investment Advisory, 401k Rollovers, Long-term Care, Series 7, Financial Services, Series 63, Mortgage Lending, Small Business, Disability Insurance, Financial Risk, Loans, Finance, Wealth, Health Insurance, Banking, Portfolio Management, Term Life Insurance, Asset Management, Series 65, Asset Allocation, Investment Strategies, Securities, Financial Advisory, Wealth Management...
Education
University of Missouri-Columbia 2000 — 2002
Masters in Business Administration, Marketing
University of Missouri-Columbia, College of Business 2000 — 2002
MBA, Marketing and Finance
Bellevue University
Bachelor of Science (BS), International Business/Trade/Commerce, 3.99/4.0
Blake Bailey Blake Bailey's Morgan Stanley Smith Barney Experience January 1994 - January 1997
Job Catastrophic Insurance Adjuster at EA Renfroe
Industry Construction
Experience
EA RenfroeNationwide January 2006 - Present
EPCO Construction August 2006 - September 2008
2004-2006Millwork Services January 2003 - August 2006
Mac's American Bar and Grill 1998 - 2002
Morgan Stanley Smith Barney January 1994 - January 1997
Education
Texas State University 2002 — 2005
BS, Manufacturing Engineering and Mathmatics
Harvard Law School 1997 — 1997
Negotiation Workshop, Negotiations
Baylor University 1988 — 1993
BBA, Entrepreneurship and Management
Henderson High School
EA RenfroeNationwide January 2006 - Present
EPCO Construction August 2006 - September 2008
2004-2006Millwork Services January 2003 - August 2006
Mac's American Bar and Grill 1998 - 2002
Morgan Stanley Smith Barney January 1994 - January 1997
Education
Texas State University 2002 — 2005
BS, Manufacturing Engineering and Mathmatics
Harvard Law School 1997 — 1997
Negotiation Workshop, Negotiations
Baylor University 1988 — 1993
BBA, Entrepreneurship and Management
Henderson High School
Ruby Teich's Morgan Stanley Smith Barney Experience August 2011 - July 2012
Job Experienced Financial Professional at AXA Advisors
Industry Investment Management
Experience
AXA Advisors June 2014 - Present
Morgan Stanley Smith Barney August 2011 - July 2012
Schonfeld Securities/Opus Trading Fund 1995 - 2011
Shack & Siegel PC 1993 - 1995
EMI Records 1991 - 1992
Skills
Investment Planning, Financial Planning, Wealth Management, Retirement Planning, Estate Planning..., Business Succession..., Executive Benefits..., Risk Management, Wealth Preservation..., Tax-Efficent Investing...
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1990 — 1993
Doctor of Law (JD)
Syracuse University 1986 — 1990
Bachelor of Science (BS), Newhouse School of Communications
AXA Advisors June 2014 - Present
Morgan Stanley Smith Barney August 2011 - July 2012
Schonfeld Securities/Opus Trading Fund 1995 - 2011
Shack & Siegel PC 1993 - 1995
EMI Records 1991 - 1992
Skills
Investment Planning, Financial Planning, Wealth Management, Retirement Planning, Estate Planning..., Business Succession..., Executive Benefits..., Risk Management, Wealth Preservation..., Tax-Efficent Investing...
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1990 — 1993
Doctor of Law (JD)
Syracuse University 1986 — 1990
Bachelor of Science (BS), Newhouse School of Communications
Lakshmi N Devaraj's Morgan Stanley Smith Barney Experience 2009 - 2010
Job Cloud Solutions
Industry Computer Software
Experience
IntraLinks April 2011 - January 2015
OfficeMax 2010 - 2011
Morgan Stanley Smith Barney 2009 - 2010
Citigroup September 2007 - November 2009
Cisco March 2006 - August 2007
Nous Infosystems 2004 - 2006
Skills
Web Applications, Java Enterprise Edition, XML, Ant, Enterprise Software, Flex, HTML, CSS, SOAP, Java, Hibernate, JSP, Web Services, SQL, Spring, Tomcat, C, UML, JMS, Oracle, Design Patterns, JDBC, Scrum, SOA, Agile Methodologies, JUnit, Servlets, REST, Maven, EJB, Websphere, J2EE, Extension JS, OpenStack, Chef, Software Architectural...
Education
Boston University Questrom School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Stratregy & Business Analysis, Finance
Bangalore University 2000 — 2004
BE, Computer Science
PES College 1998 — 2000
12th, Science
IntraLinks April 2011 - January 2015
OfficeMax 2010 - 2011
Morgan Stanley Smith Barney 2009 - 2010
Citigroup September 2007 - November 2009
Cisco March 2006 - August 2007
Nous Infosystems 2004 - 2006
Skills
Web Applications, Java Enterprise Edition, XML, Ant, Enterprise Software, Flex, HTML, CSS, SOAP, Java, Hibernate, JSP, Web Services, SQL, Spring, Tomcat, C, UML, JMS, Oracle, Design Patterns, JDBC, Scrum, SOA, Agile Methodologies, JUnit, Servlets, REST, Maven, EJB, Websphere, J2EE, Extension JS, OpenStack, Chef, Software Architectural...
Education
Boston University Questrom School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Stratregy & Business Analysis, Finance
Bangalore University 2000 — 2004
BE, Computer Science
PES College 1998 — 2000
12th, Science
Maurizio Maris Maurizio Maris's Morgan Stanley Smith Barney Experience September 2011 - December 2011
Job Leveraged Finance at GE Capital
Industry Financial Services
Experience
GE Capital July 2015 - Present
GE Capital October 2014 - July 2015
GE Capital July 2013 - September 2014
J.P. Morgan June 2012 - August 2012
JPMorgan Chase February 2012 - May 2012
Morgan Stanley Smith Barney September 2011 - December 2011
Applebee's International March 2010 - December 2011
John Hancock Financial Services July 2011 - September 2011
Skills
Microsoft Excel, PowerPoint, Bloomberg Terminal, Financial Analysis, Statistical Software, Risk Management, Applied Mathematics, Leadership, Capital Markets
Education
Baruch College 2009 — 2013
BBA, Finance, Applied Mathematics, 3.9
GE Capital July 2015 - Present
GE Capital October 2014 - July 2015
GE Capital July 2013 - September 2014
J.P. Morgan June 2012 - August 2012
JPMorgan Chase February 2012 - May 2012
Morgan Stanley Smith Barney September 2011 - December 2011
Applebee's International March 2010 - December 2011
John Hancock Financial Services July 2011 - September 2011
Skills
Microsoft Excel, PowerPoint, Bloomberg Terminal, Financial Analysis, Statistical Software, Risk Management, Applied Mathematics, Leadership, Capital Markets
Education
Baruch College 2009 — 2013
BBA, Finance, Applied Mathematics, 3.9
Eric Bader, CFA Eric Bader, CFA's Morgan Stanley Smith Barney Experience June 2010 - September 2010
Job Vice President at Rosenthal & Rosenthal, Inc.
Industry Financial Services
Experience
Rosenthal & Rosenthal October 2010 - Present
Morgan Stanley Smith Barney June 2010 - September 2010
Sebastian and Barquet April 2008 - July 2009
The House of Heydenryk April 2008 - July 2009
Eric Jason Bader, Artist January 2002 - March 2008
Skills
Financial Analysis, Due Diligence, Financial Modeling, Commercial Lending, Credit Analysis, Valuation, Bloomberg, Analysis, Risk Management, Corporate Finance, Credit Risk, Accounting, Competitive Analysis, Microsoft Excel, Financial Statement..., Business Strategy, Equity Research, Equity Valuation, Finance, Portfolio Management, Investment Banking, Asset Based Lending
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2011
MBA, Finance
The George Washington University 1998 — 2002
BA
Rosenthal & Rosenthal October 2010 - Present
Morgan Stanley Smith Barney June 2010 - September 2010
Sebastian and Barquet April 2008 - July 2009
The House of Heydenryk April 2008 - July 2009
Eric Jason Bader, Artist January 2002 - March 2008
Skills
Financial Analysis, Due Diligence, Financial Modeling, Commercial Lending, Credit Analysis, Valuation, Bloomberg, Analysis, Risk Management, Corporate Finance, Credit Risk, Accounting, Competitive Analysis, Microsoft Excel, Financial Statement..., Business Strategy, Equity Research, Equity Valuation, Finance, Portfolio Management, Investment Banking, Asset Based Lending
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2011
MBA, Finance
The George Washington University 1998 — 2002
BA
Anthony C. Viray's Morgan Stanley Smith Barney Experience May 2012 - March 2013
Job Associate Client Service at Morgan Stanley Global Wealth Management
Industry Financial Services
Experience
Morgan Stanley, Global Wealth Management Division March 2013 - Present
Morgan Stanley Smith Barney May 2012 - March 2013
Skills
Public Speaking, Social Media, PowerPoint, Research, Microsoft Excel, Microsoft Office, Teamwork, Photoshop, Customer Service, Microsoft Word, C++, Outlook, Data Analysis, Access, Financial Analysis, Analysis, Marketing, Leadership, Social Networking
Education
Baruch College, City University of New York (CUNY) 2012 — 2015
Bachelor's in Business Administration (BBA), Finance and Investments
Molloy College 2011 — 2012
Dual Degree Program, Finance and Management
Morgan Stanley, Global Wealth Management Division March 2013 - Present
Morgan Stanley Smith Barney May 2012 - March 2013
Skills
Public Speaking, Social Media, PowerPoint, Research, Microsoft Excel, Microsoft Office, Teamwork, Photoshop, Customer Service, Microsoft Word, C++, Outlook, Data Analysis, Access, Financial Analysis, Analysis, Marketing, Leadership, Social Networking
Education
Baruch College, City University of New York (CUNY) 2012 — 2015
Bachelor's in Business Administration (BBA), Finance and Investments
Molloy College 2011 — 2012
Dual Degree Program, Finance and Management
John Levitz, MBA John Levitz, MBA's Morgan Stanley Smith Barney Experience October 1993 - February 2012
Job Financial Advisor/Vice President Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2012 - Present
Morgan Stanley Smith Barney October 1993 - February 2012
Education
Barry University 1991 — 1993
Master of Business Administration (M.B.A.), Dwayne O. Andreas School of Business - Finance & Investments Focus
Florida State University 1974 — 1978
Bachelor of Arts (BA), English & Business Co-Major
Ameriprise Financial Services, Inc. February 2012 - Present
Morgan Stanley Smith Barney October 1993 - February 2012
Education
Barry University 1991 — 1993
Master of Business Administration (M.B.A.), Dwayne O. Andreas School of Business - Finance & Investments Focus
Florida State University 1974 — 1978
Bachelor of Arts (BA), English & Business Co-Major
Ada Deng Ada Deng's Morgan Stanley Smith Barney Experience January 2011 - May 2011
Job Asset Management (Partnership) Analyst at Goldman Sachs
Industry Accounting
Experience
Goldman Sachs January 2013 - Present
Goldman Sachs June 2011 - January 2013
Morgan Stanley Smith Barney January 2011 - May 2011
Jewel Source Inc. May 2010 - January 2011
Queens Botanical Garden May 2009 - August 2009
Citi July 2008 - August 2008
Skills
Microsoft Office, Adobe Acrobat, Microsoft Word, InDesign, Microsoft Excel, PowerPoint, Outlook, Financial Accounting, Financial Analysis, Event Planning, Accounting, Financial Reporting, Tax, Finance
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2014
Master's degree, Taxation
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
Bachelors of Business Administration, Accounting
New York Institute of Technology - Manhattan 2008 — 2009
Business Management
Thomas A. Edison High School 2005 — 2008
Mechanical Technology/Engineering
Goldman Sachs January 2013 - Present
Goldman Sachs June 2011 - January 2013
Morgan Stanley Smith Barney January 2011 - May 2011
Jewel Source Inc. May 2010 - January 2011
Queens Botanical Garden May 2009 - August 2009
Citi July 2008 - August 2008
Skills
Microsoft Office, Adobe Acrobat, Microsoft Word, InDesign, Microsoft Excel, PowerPoint, Outlook, Financial Accounting, Financial Analysis, Event Planning, Accounting, Financial Reporting, Tax, Finance
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2014
Master's degree, Taxation
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
Bachelors of Business Administration, Accounting
New York Institute of Technology - Manhattan 2008 — 2009
Business Management
Thomas A. Edison High School 2005 — 2008
Mechanical Technology/Engineering
Ioannis Papatherapontos Ioannis Papatherapontos's Morgan Stanley Smith Barney Experience December 2004 - January 2009
Job Business Advisor
Industry Insurance
Experience
J.Pappas January 2009 - Present
Morgan Stanley Smith Barney December 2004 - January 2009
Bloomberg, LP 1994 - 1999
Skills
Finance, Portfolio Management, Retirement Planning, Insurance, Wealth Management, Property & Casualty..., Financial Analysis, Risk Management, Investments, Loans, PMO, Commercial Insurance, Investment Advisory, Financial Markets, Financial Services, Business Analysis, Banking, Fixed Income, Series 7, Project Management, Strategic Planning, Series 63
Education
Baruch College, City University of New York (CUNY) 1992 — 1994
Master of Business Administration (MBA), Finance
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1991
Bachelor of Science (B.Sc.), Accounting
J.Pappas January 2009 - Present
Morgan Stanley Smith Barney December 2004 - January 2009
Bloomberg, LP 1994 - 1999
Skills
Finance, Portfolio Management, Retirement Planning, Insurance, Wealth Management, Property & Casualty..., Financial Analysis, Risk Management, Investments, Loans, PMO, Commercial Insurance, Investment Advisory, Financial Markets, Financial Services, Business Analysis, Banking, Fixed Income, Series 7, Project Management, Strategic Planning, Series 63
Education
Baruch College, City University of New York (CUNY) 1992 — 1994
Master of Business Administration (MBA), Finance
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1991
Bachelor of Science (B.Sc.), Accounting
Julianne Grillo Julianne Grillo's Morgan Stanley Smith Barney Experience October 2008 - October 2009
Job Nutrametrix Consultant at Market America
Industry Health, Wellness and Fitness
Experience
Market America October 2007 - Present
Morgan Stanley Smith Barney October 2008 - October 2009
Richard Scott Salon & Day Spa May 2007 - October 2008
Skills
Wellness, Strategic Planning, Customer Service, Social Media Marketing, Health, Small Business, Public Speaking, Coaching, Wellness Coaching, Online Marketing, Social Networking, Entrepreneurship, Fitness, Training, Lifestyle, New Business Development, Supplements, Marketing, Sales, Leadership, Nutrition, Start-ups, Social Media, Microsoft Office, Time Management
Education
City University of New York-Baruch College 1977 — 1981
BBA, Accounting
Harry S. Truman High School 1974 — 1977
Market America October 2007 - Present
Morgan Stanley Smith Barney October 2008 - October 2009
Richard Scott Salon & Day Spa May 2007 - October 2008
Skills
Wellness, Strategic Planning, Customer Service, Social Media Marketing, Health, Small Business, Public Speaking, Coaching, Wellness Coaching, Online Marketing, Social Networking, Entrepreneurship, Fitness, Training, Lifestyle, New Business Development, Supplements, Marketing, Sales, Leadership, Nutrition, Start-ups, Social Media, Microsoft Office, Time Management
Education
City University of New York-Baruch College 1977 — 1981
BBA, Accounting
Harry S. Truman High School 1974 — 1977
Denise Corsetti Denise Corsetti's Morgan Stanley Smith Barney Experience 2008 - 2010
Job Vice President Advisory Programs Control Officer at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
PineBridge Investments November 2010 - Present
Morgan Stanley Smith Barney 2008 - 2010
Legg Mason 2005 - 2008
Citigroup 1984 - 2005
E. F. Hutton 1984 - 1987
Skills
Mutual Funds, Equities, Series 7, Fixed Income, Alternative Investments, Risk Management, Portfolio Management, Asset Managment, Securities, Hedge Funds, Asset Management, Financial Services, Wealth Management, Business Analysis, Asset Allocation, Investments, Valuation
Education
Baruch College, City University of New York (CUNY)
Business
Morgan Stanley June 2015 - Present
PineBridge Investments November 2010 - Present
Morgan Stanley Smith Barney 2008 - 2010
Legg Mason 2005 - 2008
Citigroup 1984 - 2005
E. F. Hutton 1984 - 1987
Skills
Mutual Funds, Equities, Series 7, Fixed Income, Alternative Investments, Risk Management, Portfolio Management, Asset Managment, Securities, Hedge Funds, Asset Management, Financial Services, Wealth Management, Business Analysis, Asset Allocation, Investments, Valuation
Education
Baruch College, City University of New York (CUNY)
Business
Ronald R Cino, CPA Ronald R Cino, CPA's Morgan Stanley Smith Barney Experience July 1992 - September 2009
Job Owner at Cino Business Enterprises, Westchester, New York
Industry Financial Services
Experience
Cino Business Enterprises October 2009 - Present
Morgan Stanley Smith Barney July 1992 - September 2009
Paine Webber - V.P. - Investments January 1987 - July 1992
Vertronix/ Kalso Systemet 1979 - 1986
JP Morgan / Price Warterhouse Coopers May 1969 - December 1978
Education
Baruch College, City University of New York (CUNY) 1965 — 1969
BBA, Public Accounting
Cino Business Enterprises October 2009 - Present
Morgan Stanley Smith Barney July 1992 - September 2009
Paine Webber - V.P. - Investments January 1987 - July 1992
Vertronix/ Kalso Systemet 1979 - 1986
JP Morgan / Price Warterhouse Coopers May 1969 - December 1978
Education
Baruch College, City University of New York (CUNY) 1965 — 1969
BBA, Public Accounting
Nick N. Kamenoff Nick N. Kamenoff's Morgan Stanley Smith Barney Experience September 2000 - September 2001
Job MBA, BUSINESS ANALYST
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
UBS Investment Bank February 2014 - August 2014
Citi May 2013 - December 2013
BARCLAYS CAPITAL INC. June 2012 - May 2013
LAMCO LLC March 2009 - July 2011
BARCLAYS CAPITAL INC. September 2008 - March 2009
LEHMAN BROTHERS September 2005 - September 2008
OMEGA EMS BROKERAGE January 2004 - September 2005
FIRST INVESTORS CORPORATION May 2002 - September 2003
MORGAN STANLEY SMITH BARNEY September 2000 - September 2001
Skills
Excel, PowerPoint, Word, Access, Bloomberg, ADP, ICE, ICAP, ASAP, HTML, DTC, Calypso, Quickbooks, Turbo Tax, Windows, Derivatives, Commodities, Options, Middle Office, Swaps, Fixed Income, Reconciliation, Oil&Gas, Forwards, 529 Plans, IRA's, Term Life Insurance, Whole Life, Mutual Funds, Annuities, Operations, SmartTicket, Spanish, Bulgarian, Hebrew
Education
Baruch College, Zicklin School of Business
Master of Business Administration, Concentration in Finance
Baruch College
Bachelor of Business Administration, Major: Finance and Investments; Minor: Computer Science
Monmouth University
Associate in Science, Finance
Brooklyn Technical High School
High School Diploma, Bio-Med Major
Morgan Stanley August 2014 - Present
UBS Investment Bank February 2014 - August 2014
Citi May 2013 - December 2013
BARCLAYS CAPITAL INC. June 2012 - May 2013
LAMCO LLC March 2009 - July 2011
BARCLAYS CAPITAL INC. September 2008 - March 2009
LEHMAN BROTHERS September 2005 - September 2008
OMEGA EMS BROKERAGE January 2004 - September 2005
FIRST INVESTORS CORPORATION May 2002 - September 2003
MORGAN STANLEY SMITH BARNEY September 2000 - September 2001
Skills
Excel, PowerPoint, Word, Access, Bloomberg, ADP, ICE, ICAP, ASAP, HTML, DTC, Calypso, Quickbooks, Turbo Tax, Windows, Derivatives, Commodities, Options, Middle Office, Swaps, Fixed Income, Reconciliation, Oil&Gas, Forwards, 529 Plans, IRA's, Term Life Insurance, Whole Life, Mutual Funds, Annuities, Operations, SmartTicket, Spanish, Bulgarian, Hebrew
Education
Baruch College, Zicklin School of Business
Master of Business Administration, Concentration in Finance
Baruch College
Bachelor of Business Administration, Major: Finance and Investments; Minor: Computer Science
Monmouth University
Associate in Science, Finance
Brooklyn Technical High School
High School Diploma, Bio-Med Major
Christi Staib, CRPC®, MBA's Morgan Stanley Smith Barney Experience 2001 - 2006
Job President, Staib Wealth Management Dba Silver Sail™ Wealth Advisors
Industry Financial Services
Experience
Staib Wealth Management~Securities offered through LPL Financial, Member FINRA/SIPC April 2010 - Present
Prestonwood Country Club Dallas, Texas April 2011 - Present
Society of International Business Fellows (SIBF) October 2011 - December 2014
Financial Industry Regulatory Authority (FINRA) January 2012 - October 2014
Sunergos October 2012 - October 2013
Dallas Business Club 2010 - 2013
Merrill Lynch 2006 - 2010
Dallas Symphony Orchestra 1997 - 2007
Morgan Stanley Smith Barney 2001 - 2006
BEA Systems 1998 - 2002
Skills
Investments, Strategy, Risk Management, Portfolio Management, Finance, Leadership, Strategic Planning, Wealth Management, Start-ups, Strategic Financial..., Financial Services, Business Development, Financial Modeling, Entrepreneurship, Executive Management, Valuation, Asset Management, Mergers & Acquisitions, Securities, Business Planning, Private Equity, Financial Analysis, Mutual Funds, Retirement Planning, Investment Advisory, Corporate Development, Financial Planning, Due Diligence, Insurance, Series 63, Business Strategy, Small Business, Banking, Retirement, Investor Relations, New Business Development, Alternative Investments, Management Consulting, Credit, Cash Management, Series 7, Funding
Education
CEG Breaking Through 2014 — 2015
Baylor University - Hankamer School of Business 2003 — 2005
Master of Business Administration (M.B.A.), Finance, Management
Landmark Education 1997 — 2002
Staib Wealth Management~Securities offered through LPL Financial, Member FINRA/SIPC April 2010 - Present
Prestonwood Country Club Dallas, Texas April 2011 - Present
Society of International Business Fellows (SIBF) October 2011 - December 2014
Financial Industry Regulatory Authority (FINRA) January 2012 - October 2014
Sunergos October 2012 - October 2013
Dallas Business Club 2010 - 2013
Merrill Lynch 2006 - 2010
Dallas Symphony Orchestra 1997 - 2007
Morgan Stanley Smith Barney 2001 - 2006
BEA Systems 1998 - 2002
Skills
Investments, Strategy, Risk Management, Portfolio Management, Finance, Leadership, Strategic Planning, Wealth Management, Start-ups, Strategic Financial..., Financial Services, Business Development, Financial Modeling, Entrepreneurship, Executive Management, Valuation, Asset Management, Mergers & Acquisitions, Securities, Business Planning, Private Equity, Financial Analysis, Mutual Funds, Retirement Planning, Investment Advisory, Corporate Development, Financial Planning, Due Diligence, Insurance, Series 63, Business Strategy, Small Business, Banking, Retirement, Investor Relations, New Business Development, Alternative Investments, Management Consulting, Credit, Cash Management, Series 7, Funding
Education
CEG Breaking Through 2014 — 2015
Baylor University - Hankamer School of Business 2003 — 2005
Master of Business Administration (M.B.A.), Finance, Management
Landmark Education 1997 — 2002
John Garesché John Garesché's Morgan Stanley Smith Barney Experience June 2007 - June 2010
Job Socially Responsible Investments Associate at Raymond James Financial Services, Inc
Industry Financial Services
Experience
Raymond James Financial Services, Inc. September 2010 - Present
The Woodstock Land Conservancy December 2009 - April 2014
Ulster BOCES May 2013 - August 2013
M. C. Miller Middle School September 2012 - May 2013
John Jay Senior High School January 2013 - March 2013
Ulster BOCES July 2012 - August 2012
Morgan Stanley Smith Barney June 2007 - June 2010
the Kingston Uptown Business Association March 2006 - March 2009
Mid-Hudson Valley Association of Fundraising Professionals March 2004 - March 2009
Kingston Land Trust 2008 - 2009
Skills
Investments, Fundraising, Strategic Planning, Public Speaking, Non-profits, Strategic Financial..., Retirement Planning, Asset Allocation, Financial Analysis, Education, Science Education, Montessori, Community Outreach, Nonprofits, Budgets, Research
Education
SUNY New Paltz 2012 — 2013
Master of Arts in Teaching (MA), Adolescence Education: Earth Science
Bates College 1988 — 1993
Bachelor of Science, Environmental Sciences
Horace Greely High School 1984 — 1988
High School Regents Honors Diploma with Advanced Designation
Raymond James Financial Services, Inc. September 2010 - Present
The Woodstock Land Conservancy December 2009 - April 2014
Ulster BOCES May 2013 - August 2013
M. C. Miller Middle School September 2012 - May 2013
John Jay Senior High School January 2013 - March 2013
Ulster BOCES July 2012 - August 2012
Morgan Stanley Smith Barney June 2007 - June 2010
the Kingston Uptown Business Association March 2006 - March 2009
Mid-Hudson Valley Association of Fundraising Professionals March 2004 - March 2009
Kingston Land Trust 2008 - 2009
Skills
Investments, Fundraising, Strategic Planning, Public Speaking, Non-profits, Strategic Financial..., Retirement Planning, Asset Allocation, Financial Analysis, Education, Science Education, Montessori, Community Outreach, Nonprofits, Budgets, Research
Education
SUNY New Paltz 2012 — 2013
Master of Arts in Teaching (MA), Adolescence Education: Earth Science
Bates College 1988 — 1993
Bachelor of Science, Environmental Sciences
Horace Greely High School 1984 — 1988
High School Regents Honors Diploma with Advanced Designation
Kate Woodward's Morgan Stanley Smith Barney Experience March 2012 - August 2012
Job Bilingual Public Relations Strategist
Industry Public Relations and Communications
Experience
Staffing as a Mission, LLC (SaaM) September 2015 - Present
Freelance Writer and Blogger April 2014 - Present
African Leadership, Inc. January 2014 - Present
Babylangues France March 2015 - July 2015
Agence IDE September 2014 - December 2014
Kate Coeur on Etsy February 2014 - August 2014
The Mocha Club August 2013 - January 2014
Morgan Stanley Smith Barney March 2012 - August 2012
Skills
Social Media Marketing, Public Relations, Social Media, Facebook, Social Networking, Teaching, Blogging, Client Relations Skills, Team Leadership, Painting, Childcare, Youth Leadership, Leadership, Training, Marketing, Creative Writing, Fundraising, Research, Marketing Communications, Communication, Twitter, Nonprofits, Public Speaking, Qualitative &..., Intercultural Awareness, Email Marketing, Newsletters, Media Kit Development, Branding & Identity, InDesign
Education
Belmont University 2012 — 2015
Bachelor of Arts (B.A.), Public Relations & French Double Major
High School - Duchesne Academy of the Sacred Heart 2008 — 2012
Staffing as a Mission, LLC (SaaM) September 2015 - Present
Freelance Writer and Blogger April 2014 - Present
African Leadership, Inc. January 2014 - Present
Babylangues France March 2015 - July 2015
Agence IDE September 2014 - December 2014
Kate Coeur on Etsy February 2014 - August 2014
The Mocha Club August 2013 - January 2014
Morgan Stanley Smith Barney March 2012 - August 2012
Skills
Social Media Marketing, Public Relations, Social Media, Facebook, Social Networking, Teaching, Blogging, Client Relations Skills, Team Leadership, Painting, Childcare, Youth Leadership, Leadership, Training, Marketing, Creative Writing, Fundraising, Research, Marketing Communications, Communication, Twitter, Nonprofits, Public Speaking, Qualitative &..., Intercultural Awareness, Email Marketing, Newsletters, Media Kit Development, Branding & Identity, InDesign
Education
Belmont University 2012 — 2015
Bachelor of Arts (B.A.), Public Relations & French Double Major
High School - Duchesne Academy of the Sacred Heart 2008 — 2012
Oksana Nelson's Morgan Stanley Smith Barney Experience May 2005 - April 2007
Job Steven Feldstein & Associates
Industry Financial Services
Experience
Steven Feldstein & Associates April 2007 - Present
Morgan Stanley Smith Barney May 2005 - April 2007
Steven Feldstein & Associates June 2002 - May 2005
Skills
Public Relations, Management, Event Management, Public Speaking, Marketing, Strategic Planning, Start-ups, Business Planning, Small Business, Business Development, Entrepreneurship, Financial Analysis, Business Strategy, Sales, Real Estate, Leadership, Investments, Social Media, Customer Service
Education
City University of New York-Baruch College 1999 — 2002
Bachelor of Business Administration (BBA), Finance, General
School of Dental Medicine, Ukraine 1991 — 1993
Bachelor of Applied Science (BASc), Dental Laboratory Technology/Technician
Steven Feldstein & Associates April 2007 - Present
Morgan Stanley Smith Barney May 2005 - April 2007
Steven Feldstein & Associates June 2002 - May 2005
Skills
Public Relations, Management, Event Management, Public Speaking, Marketing, Strategic Planning, Start-ups, Business Planning, Small Business, Business Development, Entrepreneurship, Financial Analysis, Business Strategy, Sales, Real Estate, Leadership, Investments, Social Media, Customer Service
Education
City University of New York-Baruch College 1999 — 2002
Bachelor of Business Administration (BBA), Finance, General
School of Dental Medicine, Ukraine 1991 — 1993
Bachelor of Applied Science (BASc), Dental Laboratory Technology/Technician
Ahmad El-Sheemy's Morgan Stanley Smith Barney Experience June 2011 - July 2012
Job Islamic Financial Consultant
Industry Investment Management
Experience
Independent Consultant March 2014 - Present
New York Life Insurance Company December 2012 - March 2014
Morgan Stanley Smith Barney June 2011 - July 2012
Community Newspaper Group July 2010 - March 2011
NY Post June 2009 - July 2010
Community Newspaper Group February 2008 - June 2009
The Brooklyn Paper April 2005 - February 2008
Skills
Series 7, Series 66, Series 31, Health Insurance, Disability Insurance, Term Life Insurance, Annuities, Investments, Insurance, Advertising, Trading, Negotiation, Forecasting, Account Management, Financial Planning, Microsoft Office, Strategic Planning, PowerPoint, Securities, Asset Management, Financial Analysis, Risk Management, Sales Management, New Business Development, Portfolio Management, Customer Service, Financial Modeling, Social Media, Equities, Mutual Funds, Budgeting, Wealth Management, Strategic Financial..., Microsoft Excel, Sales, Fixed Income, Asset Allocation, Investment Strategies, Alternative Investments, Investment Advisory, Financial Advisory, Retirement Planning, Financial Services, Retirement, Marketing, Investment Banking, 401k, Asset Managment, Credit, Series 63
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
Finance, Investment Analysis
Baruch College, Zicklin School of Business 2004 — 2008
B.B.A, Finance
Brooklyn Technical High School 1994 — 1998
HS Diploma, Civil Eng.
Independent Consultant March 2014 - Present
New York Life Insurance Company December 2012 - March 2014
Morgan Stanley Smith Barney June 2011 - July 2012
Community Newspaper Group July 2010 - March 2011
NY Post June 2009 - July 2010
Community Newspaper Group February 2008 - June 2009
The Brooklyn Paper April 2005 - February 2008
Skills
Series 7, Series 66, Series 31, Health Insurance, Disability Insurance, Term Life Insurance, Annuities, Investments, Insurance, Advertising, Trading, Negotiation, Forecasting, Account Management, Financial Planning, Microsoft Office, Strategic Planning, PowerPoint, Securities, Asset Management, Financial Analysis, Risk Management, Sales Management, New Business Development, Portfolio Management, Customer Service, Financial Modeling, Social Media, Equities, Mutual Funds, Budgeting, Wealth Management, Strategic Financial..., Microsoft Excel, Sales, Fixed Income, Asset Allocation, Investment Strategies, Alternative Investments, Investment Advisory, Financial Advisory, Retirement Planning, Financial Services, Retirement, Marketing, Investment Banking, 401k, Asset Managment, Credit, Series 63
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
Finance, Investment Analysis
Baruch College, Zicklin School of Business 2004 — 2008
B.B.A, Finance
Brooklyn Technical High School 1994 — 1998
HS Diploma, Civil Eng.
Dana Pool Dana Pool's Morgan Stanley Smith Barney Experience June 2008 - February 2009
Job Private Equity Associate at Albion Financial Group
Industry Investment Management
Experience
Albion Financial Group July 2013 - Present
Goldman Sachs November 2010 - May 2013
Bates College January 2010 - May 2010
Morgan Stanley Smith Barney June 2008 - February 2009
Skills
Bloomberg, Fixed Income, Capital Markets, Hedge Funds, Equities, Investment Banking, Finance, Investments, Analysis, Economics, Credit
Education
University of Utah - David Eccles School of Business 2015 — 2017
Master of Business Administration (MBA)
Bates College 2006 — 2010
Bachlor of Arts, Economics (Major), Rhetoric (Minor)
Rowland Hall- St. Mark's 2002 — 2006
University of the South Pacific (Fiji Islands) 2008 — 2008
Study Abroad: School for International Training
Albion Financial Group July 2013 - Present
Goldman Sachs November 2010 - May 2013
Bates College January 2010 - May 2010
Morgan Stanley Smith Barney June 2008 - February 2009
Skills
Bloomberg, Fixed Income, Capital Markets, Hedge Funds, Equities, Investment Banking, Finance, Investments, Analysis, Economics, Credit
Education
University of Utah - David Eccles School of Business 2015 — 2017
Master of Business Administration (MBA)
Bates College 2006 — 2010
Bachlor of Arts, Economics (Major), Rhetoric (Minor)
Rowland Hall- St. Mark's 2002 — 2006
University of the South Pacific (Fiji Islands) 2008 — 2008
Study Abroad: School for International Training
Arsal Rehman Arsal Rehman's Morgan Stanley Smith Barney Experience January 2010 - April 2011
Job Associate at JP Morgan Chase
Industry Banking
Experience
JPMorgan Chase & Co. August 2013 - Present
JP Morgan Chase July 2011 - August 2013
Morgan Stanley Smith Barney January 2010 - April 2011
Marcus & Millichap Real Estate Investment Services September 2009 - December 2009
Broadridge Financial Solutions June 2009 - August 2009
Broadridge Financial Solutions June 2008 - August 2008
Skills
Presentation Development, Data Analysis, Technology Integration, Investments, Strategic Financial..., Alternative Investments, Wealth Management, Financial Services, Analysis, Wealth Management..., Financial Modeling, Valuation, Bloomberg, Financial Analysis, Financial Structuring, Bloomberg Terminal, Corporate Finance, Finance
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
BBA, Finance
JPMorgan Chase & Co. August 2013 - Present
JP Morgan Chase July 2011 - August 2013
Morgan Stanley Smith Barney January 2010 - April 2011
Marcus & Millichap Real Estate Investment Services September 2009 - December 2009
Broadridge Financial Solutions June 2009 - August 2009
Broadridge Financial Solutions June 2008 - August 2008
Skills
Presentation Development, Data Analysis, Technology Integration, Investments, Strategic Financial..., Alternative Investments, Wealth Management, Financial Services, Analysis, Wealth Management..., Financial Modeling, Valuation, Bloomberg, Financial Analysis, Financial Structuring, Bloomberg Terminal, Corporate Finance, Finance
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
BBA, Finance
Sanjay Rajput Sanjay Rajput's Morgan Stanley Smith Barney Experience July 2010 - February 2012
Job Solutions Engineer (VP) at Citigroup
Industry Information Technology and Services
Experience
Citi August 2012 - Present
Morgan Stanley February 2012 - August 2012
Morgan Stanley Smith Barney July 2010 - February 2012
Merrill Lynch-Bank of America Corporation June 2009 - October 2010
Merrill Lynch July 2009 - July 2010
Morgan Stanley 2010 - 2010
Citi Group August 2008 - July 2009
Citigroup July 2008 - June 2009
Pfizer Inc August 2007 - July 2008
Pfizer Inc 2007 - 2008
Skills
SDLC, IIS, Enterprise Architecture, Disaster Recovery, Active Directory, Data Center, VMware, Servers, Web Services, DNS, Integration, Microsoft SQL Server, Operating Systems, System Deployment, Technical Support, VMware ESX
Education
Devi Ahilya Vishwavidyalaya 2000 — 2003
MBA, Systems
Barkatullah University Bhopal 1995 — 1999
Bachelor Of Engineering, Electrical
Barkatullah Vishwavidyalaya 1994 — 1998
BE, Electrical
University Year of Passing
Master of Business Administration, Systems
Citi August 2012 - Present
Morgan Stanley February 2012 - August 2012
Morgan Stanley Smith Barney July 2010 - February 2012
Merrill Lynch-Bank of America Corporation June 2009 - October 2010
Merrill Lynch July 2009 - July 2010
Morgan Stanley 2010 - 2010
Citi Group August 2008 - July 2009
Citigroup July 2008 - June 2009
Pfizer Inc August 2007 - July 2008
Pfizer Inc 2007 - 2008
Skills
SDLC, IIS, Enterprise Architecture, Disaster Recovery, Active Directory, Data Center, VMware, Servers, Web Services, DNS, Integration, Microsoft SQL Server, Operating Systems, System Deployment, Technical Support, VMware ESX
Education
Devi Ahilya Vishwavidyalaya 2000 — 2003
MBA, Systems
Barkatullah University Bhopal 1995 — 1999
Bachelor Of Engineering, Electrical
Barkatullah Vishwavidyalaya 1994 — 1998
BE, Electrical
University Year of Passing
Master of Business Administration, Systems
Igor Feldman's Morgan Stanley Smith Barney Experience September 2010 - Present
Job Vice president at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney September 2010 - Present
Skills
Series 7, Alternative Investments, Wealth Management, Life Insurance, Series 63, Series 65, ETFs, Bonds, Financial Advisory, Mutual Funds, Securities, Retirement, Wealth Management..., Options, High Net Worth...
Education
Baruch College, City University of New York (CUNY) 1987 — 1991
ba, finance/accounting
Morgan Stanley Smith Barney September 2010 - Present
Skills
Series 7, Alternative Investments, Wealth Management, Life Insurance, Series 63, Series 65, ETFs, Bonds, Financial Advisory, Mutual Funds, Securities, Retirement, Wealth Management..., Options, High Net Worth...
Education
Baruch College, City University of New York (CUNY) 1987 — 1991
ba, finance/accounting
Natalie Pavela's Morgan Stanley Smith Barney Experience May 2009 - June 2009
Job Event Planning and Production
Industry Events Services
Experience
Yoga Plus Chicago LLC May 2014 - Present
Greenhouse Loft August 2014 - Present
South Social & Home February 2015 - Present
Forth Chicago February 2014 - December 2014
Hall & Partners September 2012 - July 2014
Urban Gateways June 2012 - March 2014
Hall & Partners June 2011 - August 2012
Baylor University September 2010 - May 2011
Hall & Partners June 2010 - August 2010
Morgan Stanley Smith Barney May 2009 - June 2009
Skills
Marketing Research, Quantitative Research, Microsoft Excel, PowerPoint, Data Analysis, Fundraising, Event Planning, Nonprofits, Project Management, Leadership, Social Media
Education
Baylor University 2008 — 2011
BBA, Marketing and Entrepreneurship
Yoga Plus Chicago LLC May 2014 - Present
Greenhouse Loft August 2014 - Present
South Social & Home February 2015 - Present
Forth Chicago February 2014 - December 2014
Hall & Partners September 2012 - July 2014
Urban Gateways June 2012 - March 2014
Hall & Partners June 2011 - August 2012
Baylor University September 2010 - May 2011
Hall & Partners June 2010 - August 2010
Morgan Stanley Smith Barney May 2009 - June 2009
Skills
Marketing Research, Quantitative Research, Microsoft Excel, PowerPoint, Data Analysis, Fundraising, Event Planning, Nonprofits, Project Management, Leadership, Social Media
Education
Baylor University 2008 — 2011
BBA, Marketing and Entrepreneurship
Michael Calandra Michael Calandra's Morgan Stanley Smith Barney Experience Executive DirectorMorgan Stanley1984 - 2011
Job Executive Director at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney Executive DirectorMorgan Stanley1984 - 2011
Education
Immaculate Conception 1965 — 1973
Baruch College
Bachelor of Business Administration (B.B.A.), Finance & Economics
Morgan Stanley Smith Barney Executive DirectorMorgan Stanley1984 - 2011
Education
Immaculate Conception 1965 — 1973
Baruch College
Bachelor of Business Administration (B.B.A.), Finance & Economics
Susan Powerman Susan Powerman's Morgan Stanley Smith Barney Experience December 2007 - July 2009
Job Senior Accountant at Siegel+Gale
Industry Accounting
Experience
Siegel+Gale February 2012 - Present
Omnicom Group June 2010 - December 2011
Morgan Stanley Smith Barney December 2007 - July 2009
Skills
Accounting, Financial Reporting, Sarbanes-Oxley Act, Financial Accounting, Account Reconciliation, General Ledger, Financial Statements, Hyperion HFM, Great Plains Software, Microsoft Dynamics SL, Planning Budgeting &..., Fixed Assets, Tax, Corporate Tax, Microsoft Office
Education
City University of New York-Baruch College 2013 — 2015
Master's degree, Taxation
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
BBA, Accounting
Siegel+Gale February 2012 - Present
Omnicom Group June 2010 - December 2011
Morgan Stanley Smith Barney December 2007 - July 2009
Skills
Accounting, Financial Reporting, Sarbanes-Oxley Act, Financial Accounting, Account Reconciliation, General Ledger, Financial Statements, Hyperion HFM, Great Plains Software, Microsoft Dynamics SL, Planning Budgeting &..., Fixed Assets, Tax, Corporate Tax, Microsoft Office
Education
City University of New York-Baruch College 2013 — 2015
Master's degree, Taxation
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
BBA, Accounting
Jason Langadakis Jason Langadakis's Morgan Stanley Smith Barney Experience February 2008 - April 2012
Job Vice President at Morgan Stanley Investment Products and Services
Industry Financial Services
Experience
Morgan Stanley Investment Management 2013 - Present
Beeep Network January 2012 - January 2013
Morgan Stanley Smith Barney February 2008 - April 2012
Citi 2004 - 2008
Pershing 1997 - 2002
Liz Claiborne 1987 - 1989
Skills
Portfolio Management, Financial Services, Fixed Income, Wealth Management, SDLC, Equities, Mutual Funds, Trading Systems, Asset Managment, Securities, Risk Management, Asset Allocation, Asset Management, Business Analysis, Capital Markets, Financial Markets, IT Strategy, Management, Relationship Management, Start-ups, Trading, Vendor Management, Wealth
Education
Pace University 1989 — 1993
MBA, Information Systems
Baruch College, City University of New York (CUNY) 1983 — 1986
BBA, Information Systems
filothei
Morgan Stanley Investment Management 2013 - Present
Beeep Network January 2012 - January 2013
Morgan Stanley Smith Barney February 2008 - April 2012
Citi 2004 - 2008
Pershing 1997 - 2002
Liz Claiborne 1987 - 1989
Skills
Portfolio Management, Financial Services, Fixed Income, Wealth Management, SDLC, Equities, Mutual Funds, Trading Systems, Asset Managment, Securities, Risk Management, Asset Allocation, Asset Management, Business Analysis, Capital Markets, Financial Markets, IT Strategy, Management, Relationship Management, Start-ups, Trading, Vendor Management, Wealth
Education
Pace University 1989 — 1993
MBA, Information Systems
Baruch College, City University of New York (CUNY) 1983 — 1986
BBA, Information Systems
filothei
Rob McCabe, CPA's Morgan Stanley Smith Barney Experience May 2011 - September 2011
Job Senior Associate at EY
Industry Accounting
Experience
EY July 2013 - Present
Pinnacle Healthcare Consulting September 2011 - December 2011
Morgan Stanley Smith Barney May 2011 - September 2011
Sodexo- Holy Grounds Coffee Shop September 2009 - May 2011
Skills
Accounting, Financial Reporting, GAAP, Financial Analysis, Internal Controls, Financial Accounting, Microsoft Excel, Auditing, PowerPoint, QuickBooks, US GAAP, Microsoft Word, Microsoft Office, Managerial Finance, Analysis, Financial Statement..., Sarbanes-Oxley
Education
Benedictine College 2007 — 2011
Bachelor of Arts, Accounting and Finance
EY July 2013 - Present
Pinnacle Healthcare Consulting September 2011 - December 2011
Morgan Stanley Smith Barney May 2011 - September 2011
Sodexo- Holy Grounds Coffee Shop September 2009 - May 2011
Skills
Accounting, Financial Reporting, GAAP, Financial Analysis, Internal Controls, Financial Accounting, Microsoft Excel, Auditing, PowerPoint, QuickBooks, US GAAP, Microsoft Word, Microsoft Office, Managerial Finance, Analysis, Financial Statement..., Sarbanes-Oxley
Education
Benedictine College 2007 — 2011
Bachelor of Arts, Accounting and Finance
Ritu Madhok Ritu Madhok's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job Summer Analyst at BlackRock
Industry Financial Services
Experience
BlackRock May 2012 - Present
JP Morgan Chase June 2011 - August 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Education
The Dwight School 2007 — 2009
High School, International Baccalaureate
Barnard College
BlackRock May 2012 - Present
JP Morgan Chase June 2011 - August 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Education
The Dwight School 2007 — 2009
High School, International Baccalaureate
Barnard College
Sonia Kour Sonia Kour's Morgan Stanley Smith Barney Experience May 2008 - August 2008
Job PMO at TradingScreen
Industry Financial Services
Experience
TradingScreen November 2014 - Present
TradingScreen October 2009 - November 2014
Dealogic September 2008 - September 2009
Morgan Stanley Smith Barney May 2008 - August 2008
Skills
Market Data, Trading Systems, Equities, Financial Markets, Electronic Trading, Options, Reference Data, Fixed Income, Low Latency, Equity Derivatives, Credit Derivatives, Derivatives, Sybase, Capital Markets, Interest Rate..., Equity Trading, Bloomberg
Education
New York University 2013 — 2013
Certificate in Project Management, Project Management
Baruch College, City University of New York (CUNY) 2005 — 2009
BBA, Finance and Investments
TradingScreen November 2014 - Present
TradingScreen October 2009 - November 2014
Dealogic September 2008 - September 2009
Morgan Stanley Smith Barney May 2008 - August 2008
Skills
Market Data, Trading Systems, Equities, Financial Markets, Electronic Trading, Options, Reference Data, Fixed Income, Low Latency, Equity Derivatives, Credit Derivatives, Derivatives, Sybase, Capital Markets, Interest Rate..., Equity Trading, Bloomberg
Education
New York University 2013 — 2013
Certificate in Project Management, Project Management
Baruch College, City University of New York (CUNY) 2005 — 2009
BBA, Finance and Investments
Sarit Brosh's Morgan Stanley Smith Barney Experience January 2011 - December 2012
Job Financial Advisor, Financial Planning Specialist
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2011 - December 2012
AXA Advisors October 2005 - December 2010
Bank Of New York 2003 - 2005
HSBC Republic 2000 - 2002
Bank Leumi USA 1996 - 2000
Bank Leumi USA 1994 - 1996
Skills
Securities, Investments, Wealth Management, Strategic Financial..., Retirement Planning, Investment Advisory, Financial Services, 401k, Investment Strategies, Wealth, Financial Analysis, Finance, Risk Management
Education
Bar-Ilan University
BA, Special Education and Arabic
Morgan Stanley Smith Barney January 2011 - December 2012
AXA Advisors October 2005 - December 2010
Bank Of New York 2003 - 2005
HSBC Republic 2000 - 2002
Bank Leumi USA 1996 - 2000
Bank Leumi USA 1994 - 1996
Skills
Securities, Investments, Wealth Management, Strategic Financial..., Retirement Planning, Investment Advisory, Financial Services, 401k, Investment Strategies, Wealth, Financial Analysis, Finance, Risk Management
Education
Bar-Ilan University
BA, Special Education and Arabic
Faisal Ahmed Faisal Ahmed's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Research Software Development Engineer II at Microsoft Research
Industry Computer Software
Experience
Microsoft Research August 2015 - Present
Microsoft December 2013 - July 2015
NetApp August 2012 - November 2013
International Cross-Disciplinary Conference on Web Accessibility (W4A) 2013 February 2013 - March 2013
Charmtech LLC January 2011 - July 2012
State University of New York at Stony Brook January 2008 - July 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Morgan Stanley May 2010 - August 2010
Microsoft Research June 2009 - August 2009
Department of Computer Science, SUNY Stony Brook April 2009 - May 2009
Skills
Java, C++, Perl, JavaScript, MySQL, XML, .NET, C, C#, HTML, PostgreSQL, PHP, Spring Framework, Spring Data Neo4j, Neo4j, AspectJ, Jetty, TestNG, JMockit, SQL, Lucene, RabbitMQ, InstallAnywhere, Visual Basic, Spring, Python, Algorithms, Matlab
Education
State University of New York at Stony Brook 2008 — 2012
PhD, Computer Science
State University of New York at Stony Brook 2008 — 2011
MS, Computer Science
Bangladesh University of Engineering and Technology 2000 — 2006
BSc, Computer Science & Engineering
Microsoft Research August 2015 - Present
Microsoft December 2013 - July 2015
NetApp August 2012 - November 2013
International Cross-Disciplinary Conference on Web Accessibility (W4A) 2013 February 2013 - March 2013
Charmtech LLC January 2011 - July 2012
State University of New York at Stony Brook January 2008 - July 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Morgan Stanley May 2010 - August 2010
Microsoft Research June 2009 - August 2009
Department of Computer Science, SUNY Stony Brook April 2009 - May 2009
Skills
Java, C++, Perl, JavaScript, MySQL, XML, .NET, C, C#, HTML, PostgreSQL, PHP, Spring Framework, Spring Data Neo4j, Neo4j, AspectJ, Jetty, TestNG, JMockit, SQL, Lucene, RabbitMQ, InstallAnywhere, Visual Basic, Spring, Python, Algorithms, Matlab
Education
State University of New York at Stony Brook 2008 — 2012
PhD, Computer Science
State University of New York at Stony Brook 2008 — 2011
MS, Computer Science
Bangladesh University of Engineering and Technology 2000 — 2006
BSc, Computer Science & Engineering
Jared Koeppel's Morgan Stanley Smith Barney Experience June 2008 - August 2008
Job Territory Account Manager at Ultradent Products, Inc.
Industry Medical Devices
Experience
Revolt Energy LLC September 2012 - March 2014
Best Lawyers, LLC January 2012 - September 2012
ALM Media, LLC November 2010 - December 2011
Dinosaur Securities LLC October 2008 - April 2010
Morgan Stanley Smith Barney June 2008 - August 2008
ICAP June 2007 - August 2007
Mercury Futures Inc May 2006 - April 2007
Skills
Dental Marketing, Dental Sales, Advertising, New Business Development, Sales, Marketing, Business Development, Trading, Business Strategy, Bonds, Energy Efficiency, Networking, Finance, Budgets, Energy Efficiency..., Energy Retrofits, Building Energy Analysis, Analysis, Strategy, Selling
Education
Baruch College, City University of New York (CUNY) 2005 — 2008
B.B.A, Finance and Investments with a Minor in Economics
Cheshire Academy 2001 — 2003
Revolt Energy LLC September 2012 - March 2014
Best Lawyers, LLC January 2012 - September 2012
ALM Media, LLC November 2010 - December 2011
Dinosaur Securities LLC October 2008 - April 2010
Morgan Stanley Smith Barney June 2008 - August 2008
ICAP June 2007 - August 2007
Mercury Futures Inc May 2006 - April 2007
Skills
Dental Marketing, Dental Sales, Advertising, New Business Development, Sales, Marketing, Business Development, Trading, Business Strategy, Bonds, Energy Efficiency, Networking, Finance, Budgets, Energy Efficiency..., Energy Retrofits, Building Energy Analysis, Analysis, Strategy, Selling
Education
Baruch College, City University of New York (CUNY) 2005 — 2008
B.B.A, Finance and Investments with a Minor in Economics
Cheshire Academy 2001 — 2003
Talya Bock Talya Bock's Morgan Stanley Smith Barney Experience December 2010 - February 2012
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2012 - Present
Morgan Stanley Smith Barney December 2010 - February 2012
BMO Capital Markets July 2006 - August 2009
Skills
Wealth Management..., Series 7, Strategic Financial..., Insurance, Equities, Investment Banking, Wealth, Retirement Planning, Finance
Education
Barnard College, Columbia University 2001 — 2006
BA, Economic History
Jewish Theological Seminary of America 2001 — 2006
MA, Jewish Education; BA, Talmud (Jewish Law)
Merrill Lynch February 2012 - Present
Morgan Stanley Smith Barney December 2010 - February 2012
BMO Capital Markets July 2006 - August 2009
Skills
Wealth Management..., Series 7, Strategic Financial..., Insurance, Equities, Investment Banking, Wealth, Retirement Planning, Finance
Education
Barnard College, Columbia University 2001 — 2006
BA, Economic History
Jewish Theological Seminary of America 2001 — 2006
MA, Jewish Education; BA, Talmud (Jewish Law)
John J. White's Morgan Stanley Smith Barney Experience March 1987 - March 1994
Job Partner at Todd Asset Management
Industry Investment Management
Experience
Todd Asset Management, LLC August 2002 - Present
Wachovia Securities 1994 - 2002
Morgan Stanley Smith Barney March 1987 - March 1994
Skills
Investments, Asset Management, Equities, Asset Allocation, Investment Strategies, Investment Management, Hedge Funds, Investment Advisory, Mutual Funds, Series 63, Wealth Management, Financial Modeling, Portfolio Management, Alternative Investments, Series 7
Education
Baruch College, City University of New York (CUNY) 1986 — 1988
MBA, Finance
Boston College - Wallace E. Carroll Graduate School of Management 1979 — 1982
BS, Finance
Todd Asset Management, LLC August 2002 - Present
Wachovia Securities 1994 - 2002
Morgan Stanley Smith Barney March 1987 - March 1994
Skills
Investments, Asset Management, Equities, Asset Allocation, Investment Strategies, Investment Management, Hedge Funds, Investment Advisory, Mutual Funds, Series 63, Wealth Management, Financial Modeling, Portfolio Management, Alternative Investments, Series 7
Education
Baruch College, City University of New York (CUNY) 1986 — 1988
MBA, Finance
Boston College - Wallace E. Carroll Graduate School of Management 1979 — 1982
BS, Finance
XUE CAO XUE CAO's Morgan Stanley Smith Barney Experience 2009 - 2009
Job Advanced Calculus(Derivative) Specialist at Student Academic Consultant Center at Baruch College (CUNY)
Industry Banking
Experience
Student Academic Consultant Center at Baruch College (CUNY) February 2008 - Present
Morgan Stanley Smith Barney 2009 - 2009
Skills
Financial Modeling, Mandarin
Education
City University of New York-Baruch College 2007 — 2009
Bachelor of Arts (B.A.), Mathematics
Student Academic Consultant Center at Baruch College (CUNY) February 2008 - Present
Morgan Stanley Smith Barney 2009 - 2009
Skills
Financial Modeling, Mandarin
Education
City University of New York-Baruch College 2007 — 2009
Bachelor of Arts (B.A.), Mathematics
Kimberly Rosa Kimberly Rosa's Morgan Stanley Smith Barney Experience March 2006 - August 2009
Job Office Administrator at JPMorgan Chase
Industry Investment Banking
Experience
PNC Investments May 2014 - Present
PNC Mortgage April 2012 - May 2014
PNC Mortgage January 2010 - April 2012
Morgan Stanley Smith Barney March 2006 - August 2009
JP Morgan Chase 2003 - 2006
Oak Brook Bank 1998 - 2003
Skills
Credit, Loans, Banking, Credit Analysis, Mortgage Lending
Education
Benedictine University
Business Administration
PNC Investments May 2014 - Present
PNC Mortgage April 2012 - May 2014
PNC Mortgage January 2010 - April 2012
Morgan Stanley Smith Barney March 2006 - August 2009
JP Morgan Chase 2003 - 2006
Oak Brook Bank 1998 - 2003
Skills
Credit, Loans, Banking, Credit Analysis, Mortgage Lending
Education
Benedictine University
Business Administration
Erica De Rosa Erica De Rosa's Morgan Stanley Smith Barney Experience March 2010 - December 2010
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
Nest Seekers International August 2010 - June 2011
UBS March 2011 - May 2011
Morgan Stanley Smith Barney March 2010 - December 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Bloomberg, Finance
Education
Baruch College, City University of New York (CUNY) 2008 — 2012
BBA, Finance, Economics
Morgan Stanley July 2014 - Present
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
Nest Seekers International August 2010 - June 2011
UBS March 2011 - May 2011
Morgan Stanley Smith Barney March 2010 - December 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Bloomberg, Finance
Education
Baruch College, City University of New York (CUNY) 2008 — 2012
BBA, Finance, Economics
Anisha Arora's Morgan Stanley Smith Barney Experience June 2009 - September 2009
Job Operational Risk & Management Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Morgan Stanley January 2011 - Present
Baruch College- Weissman Center for International Business October 2009 - December 2010
Morgan Stanley Smith Barney June 2009 - September 2009
UBS Wealth Management January 2009 - May 2009
Sigma Alpha Delta Honor Society August 2008 - December 2008
AT&T Wireless August 2006 - June 2007
Skills
Microsoft Office, SharePoint, Project Management, Microsoft Excel, Research, Financial Modeling, Outlook, Finance, PowerPoint, Investments, Bloomberg, Access, Financial Analysis, Data Analysis, Microsoft Word, Analysis, QuickBooks, Accounting, Auditing, Public Speaking, Budgets, Portfolio Management, Process Improvement, Risk Management, Human Resources, Equities, Financial Services, Financial Reporting
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
BBA, Finance, Real Estate
Morgan Stanley May 2014 - Present
Morgan Stanley January 2011 - Present
Baruch College- Weissman Center for International Business October 2009 - December 2010
Morgan Stanley Smith Barney June 2009 - September 2009
UBS Wealth Management January 2009 - May 2009
Sigma Alpha Delta Honor Society August 2008 - December 2008
AT&T Wireless August 2006 - June 2007
Skills
Microsoft Office, SharePoint, Project Management, Microsoft Excel, Research, Financial Modeling, Outlook, Finance, PowerPoint, Investments, Bloomberg, Access, Financial Analysis, Data Analysis, Microsoft Word, Analysis, QuickBooks, Accounting, Auditing, Public Speaking, Budgets, Portfolio Management, Process Improvement, Risk Management, Human Resources, Equities, Financial Services, Financial Reporting
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
BBA, Finance, Real Estate
Amy McKenzie Amy McKenzie's Morgan Stanley Smith Barney Experience January 2011 - September 2011
Job Sr. Instructional Designer at ttcInnovations
Industry Professional Training & Coaching
Experience
ttcInnovations September 2014 - Present
American Express September 2012 - July 2014
American Express September 2011 - September 2012
Morgan Stanley Smith Barney January 2011 - September 2011
Morgan Stanley Smith Barney November 2009 - July 2011
American Express September 2009 - November 2009
Morgan Stanley, True North Academy, Investor's Business Daily April 2005 - May 2009
Fleet Bank July 1998 - May 2000
Nichols College 1998 - 2000
Fleet Bank July 1997 - August 1998
Skills
Project Management, Coaching, Performance Improvement, Workshop Facilitation, Needs Analysis, Blended Learning, Instructional Design, Performance Consulting, E-Learning, Technical Writing, Process Improvement, Team Building, Program Management, Captivate, Instructor-led Training, Training Delivery, Training, Employee Training, Adult Education, ADDIE, Curriculum Design, Management
Education
Westminster College 1992 — 1994
MBA, Marketing
Baylor University - Hankamer School of Business 1988 — 1992
B.A., Business
ttcInnovations September 2014 - Present
American Express September 2012 - July 2014
American Express September 2011 - September 2012
Morgan Stanley Smith Barney January 2011 - September 2011
Morgan Stanley Smith Barney November 2009 - July 2011
American Express September 2009 - November 2009
Morgan Stanley, True North Academy, Investor's Business Daily April 2005 - May 2009
Fleet Bank July 1998 - May 2000
Nichols College 1998 - 2000
Fleet Bank July 1997 - August 1998
Skills
Project Management, Coaching, Performance Improvement, Workshop Facilitation, Needs Analysis, Blended Learning, Instructional Design, Performance Consulting, E-Learning, Technical Writing, Process Improvement, Team Building, Program Management, Captivate, Instructor-led Training, Training Delivery, Training, Employee Training, Adult Education, ADDIE, Curriculum Design, Management
Education
Westminster College 1992 — 1994
MBA, Marketing
Baylor University - Hankamer School of Business 1988 — 1992
B.A., Business
Greg Thornton's Morgan Stanley Smith Barney Experience May 2008 - August 2008
Job Supply Chain
Industry Consumer Goods
Experience
Clarks Americas May 2014 - Present
Reebok International May 2013 - May 2014
The Rockport Company April 2011 - May 2013
Converse Inc January 2010 - August 2010
Morgan Stanley Smith Barney May 2008 - August 2008
Stride Rite June 2007 - August 2007
Thornton Landscape May 2003 - August 2006
Skills
Microsoft Excel, Account Management, Merchandising, Customer Service, Inventory Management, Data Analysis, Retail, SAP, Salesforce.com, Access, PowerPoint, Marketing, Management, Supply Chain, Sales, Microsoft Office, Social Media, Teamwork, Corporate Actions, Morale
Education
Northeastern University 2014 — 2016
Master of Business Administration (M.B.A.)
Bates College 2005 — 2009
BA, International Relations and Affairs
Clarks Americas May 2014 - Present
Reebok International May 2013 - May 2014
The Rockport Company April 2011 - May 2013
Converse Inc January 2010 - August 2010
Morgan Stanley Smith Barney May 2008 - August 2008
Stride Rite June 2007 - August 2007
Thornton Landscape May 2003 - August 2006
Skills
Microsoft Excel, Account Management, Merchandising, Customer Service, Inventory Management, Data Analysis, Retail, SAP, Salesforce.com, Access, PowerPoint, Marketing, Management, Supply Chain, Sales, Microsoft Office, Social Media, Teamwork, Corporate Actions, Morale
Education
Northeastern University 2014 — 2016
Master of Business Administration (M.B.A.)
Bates College 2005 — 2009
BA, International Relations and Affairs
Jasveen Kohli Jasveen Kohli's Morgan Stanley Smith Barney Experience 2011 - 2012
Job Client Sales & Service Officer II at U.S. Trust
Industry Financial Services
Experience
U.S. Trust February 2013 - Present
Morgan Stanley Smith Barney 2011 - 2012
Bollywood Performing Arts February 2010 - March 2011
Skills
Proficient in MS Word,..., Goal-oriented..., Multi Tasking, Highly detail oriented, Analytical Skills, Organization &..., Time Management, Interpersonal..., Relationship Management
Education
Baruch College 2010 — 2012
Bachelor of Business Administration (BBA), Finance and Investments
Hofstra University 2008 — 2010
U.S. Trust February 2013 - Present
Morgan Stanley Smith Barney 2011 - 2012
Bollywood Performing Arts February 2010 - March 2011
Skills
Proficient in MS Word,..., Goal-oriented..., Multi Tasking, Highly detail oriented, Analytical Skills, Organization &..., Time Management, Interpersonal..., Relationship Management
Education
Baruch College 2010 — 2012
Bachelor of Business Administration (BBA), Finance and Investments
Hofstra University 2008 — 2010
Balaraman Venkataraman, PMP's Morgan Stanley Smith Barney Experience June 2009 - October 2009
Job Vice President at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley October 2010 - Present
Actimize November 2009 - October 2010
Infosys Technlogies ltd June 2006 - November 2009
Morgan Stanley Smith Barney June 2009 - October 2009
Citigroup July 2006 - May 2009
Infosys Technologies Limited 2006 - 2009
Lason systems July 2000 - June 2006
Marketing Associates March 2000 - 2005
Skills
Requirements Analysis, Software Project..., Software Development, SDLC, Data Warehousing, Project Management, Business Requirements, Business Analysis, Team Management, Java, Project Delivery, Global Delivery, CRM, Integration, Adobe Mosaic, Convertigo, Avaya, WebSphere Process Server, IVR, Flex, Microsoft SQL Server, DB2, Problem Solving, MS Project, Team Leadership, Oracle SQL, Agile Project Management, JavaScript, JSP, Project Planning, Web 2.0, WebSphere Application..., WebSphere MQ, J2EE Application..., Data Modeling, Managing Project Budgets, Risk Management, Microsoft Technologies, Technical Architecture, Technical Leadership, Solution Architecture, PMP, SOA, Business Intelligence, Database Design, ETL, Requirements Gathering, Program Management, Reporting, Object Oriented Design
Education
Project Management Institute 2005 — 2005
PMP
Bangalore University 1990 — 1994
Bachelor of Engineering
Morgan Stanley October 2010 - Present
Actimize November 2009 - October 2010
Infosys Technlogies ltd June 2006 - November 2009
Morgan Stanley Smith Barney June 2009 - October 2009
Citigroup July 2006 - May 2009
Infosys Technologies Limited 2006 - 2009
Lason systems July 2000 - June 2006
Marketing Associates March 2000 - 2005
Skills
Requirements Analysis, Software Project..., Software Development, SDLC, Data Warehousing, Project Management, Business Requirements, Business Analysis, Team Management, Java, Project Delivery, Global Delivery, CRM, Integration, Adobe Mosaic, Convertigo, Avaya, WebSphere Process Server, IVR, Flex, Microsoft SQL Server, DB2, Problem Solving, MS Project, Team Leadership, Oracle SQL, Agile Project Management, JavaScript, JSP, Project Planning, Web 2.0, WebSphere Application..., WebSphere MQ, J2EE Application..., Data Modeling, Managing Project Budgets, Risk Management, Microsoft Technologies, Technical Architecture, Technical Leadership, Solution Architecture, PMP, SOA, Business Intelligence, Database Design, ETL, Requirements Gathering, Program Management, Reporting, Object Oriented Design
Education
Project Management Institute 2005 — 2005
PMP
Bangalore University 1990 — 1994
Bachelor of Engineering
Esther Hong, PMP's Morgan Stanley Smith Barney Experience January 2010 - February 2012
Job
Industry Financial Services
Experience
Morgan Stanley 2012 - Present
Morgan Stanley Smith Barney January 2010 - February 2012
Morgan Stanley Smith Barney June 2009 - January 2010
Citigroup Smith Barney December 2006 - May 2009
Fidelity Investments October 2005 - November 2006
Fidelity Charitable Services October 1999 - October 2005
Skills
Series 7, Mutual Funds, CRM, Financial Services, Fixed Income, Securities, Risk Management, Strategy, Wealth Management, Portfolio Management, Equities, Business Analysis, Project Management, Management, Leadership, Relationship Management
Education
Harvard University 2000 — 2000
Economics
Baylor University 1994 — 1998
BBA, Finance
Greenhill School 1990 — 1994
Morgan Stanley 2012 - Present
Morgan Stanley Smith Barney January 2010 - February 2012
Morgan Stanley Smith Barney June 2009 - January 2010
Citigroup Smith Barney December 2006 - May 2009
Fidelity Investments October 2005 - November 2006
Fidelity Charitable Services October 1999 - October 2005
Skills
Series 7, Mutual Funds, CRM, Financial Services, Fixed Income, Securities, Risk Management, Strategy, Wealth Management, Portfolio Management, Equities, Business Analysis, Project Management, Management, Leadership, Relationship Management
Education
Harvard University 2000 — 2000
Economics
Baylor University 1994 — 1998
BBA, Finance
Greenhill School 1990 — 1994
Tatyana Gershanovich's Morgan Stanley Smith Barney Experience 2009 - Present
Job Sr. Programming Analyst Citi GWM
Industry Computer Software
Experience
Morgan Stanley Smith Barney 2009 - Present
Citigroup 2006 - Present
Credit Suisse 2004 - 2006
Education
Baruch College, City University of New York (CUNY) 1995 — 1999
BBA, CIS/Finance
Morgan Stanley Smith Barney 2009 - Present
Citigroup 2006 - Present
Credit Suisse 2004 - 2006
Education
Baruch College, City University of New York (CUNY) 1995 — 1999
BBA, CIS/Finance
Patrick Guerrier's Morgan Stanley Smith Barney Experience September 1998 - October 1999
Job Senior Unix Consultant at Societe Generale
Industry Financial Services
Experience
Societe Generale November 2012 - Present
BGC Partners February 2010 - November 2012
Citigroup March 2007 - February 2010
UBS March 2004 - March 2007
AIG Trading Group Inc July 2004 - November 2004
Merrill Lynch November 1999 - November 2003
Morgan Stanley Smith Barney September 1998 - October 1999
Heine and Geduld, Inc June 1995 - September 1998
Skills
Veritas Cluster Server, Solaris Zones, ZFS, Solaris, Red Hat Linux, Cluster, Unix, Veritas, Veritas Volume Manager, AIX, Unix Shell Scripting, Sun
Education
Baruch College, City University of New York (CUNY) 1990 — 1995
Baruch College of the City University of New York
Bachelor, Business Administration
Societe Generale November 2012 - Present
BGC Partners February 2010 - November 2012
Citigroup March 2007 - February 2010
UBS March 2004 - March 2007
AIG Trading Group Inc July 2004 - November 2004
Merrill Lynch November 1999 - November 2003
Morgan Stanley Smith Barney September 1998 - October 1999
Heine and Geduld, Inc June 1995 - September 1998
Skills
Veritas Cluster Server, Solaris Zones, ZFS, Solaris, Red Hat Linux, Cluster, Unix, Veritas, Veritas Volume Manager, AIX, Unix Shell Scripting, Sun
Education
Baruch College, City University of New York (CUNY) 1990 — 1995
Baruch College of the City University of New York
Bachelor, Business Administration
Seth Horowitz's Morgan Stanley Smith Barney Experience October 2007 - February 2010
Job First Vice President Wealth Management, Senior Portfolio Manager, Corporate Stock Benefit Consultant
Industry Financial Services
Experience
UBS Financial Services, Inc. March 2010 - Present
Morgan Stanley Smith Barney October 2007 - February 2010
Education
Baruch College, City University of New York (CUNY) 1999 — 2001
MBA, Finance
Boston University
UBS Financial Services, Inc. March 2010 - Present
Morgan Stanley Smith Barney October 2007 - February 2010
Education
Baruch College, City University of New York (CUNY) 1999 — 2001
MBA, Finance
Boston University
Mark Magnusen's Morgan Stanley Smith Barney Experience December 2009 - August 2011
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2015 - Present
Merrill Lynch September 2011 - June 2015
Morgan Stanley Smith Barney December 2009 - August 2011
United Technologies December 2008 - May 2009
Ernst & Young May 2002 - November 2008
Arthur Andersen LLP 2001 - 2002
PricewaterhouseCoopers 1996 - 2001
United Nations July 1989 - August 1994
Education
Columbia University - Columbia Business School 1994 — 1996
Baruch College, City University of New York (CUNY) 1986 — 1989
BBA, Statistical Analysis
OBI 1984 — 1985
Achimota Secondary School 1979 — 1984
Edward Jones June 2015 - Present
Merrill Lynch September 2011 - June 2015
Morgan Stanley Smith Barney December 2009 - August 2011
United Technologies December 2008 - May 2009
Ernst & Young May 2002 - November 2008
Arthur Andersen LLP 2001 - 2002
PricewaterhouseCoopers 1996 - 2001
United Nations July 1989 - August 1994
Education
Columbia University - Columbia Business School 1994 — 1996
Baruch College, City University of New York (CUNY) 1986 — 1989
BBA, Statistical Analysis
OBI 1984 — 1985
Achimota Secondary School 1979 — 1984
Leonor Batista's Morgan Stanley Smith Barney Experience 2010 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2010 - Present
Morgan Stanley September 2007 - Present
NYC Office of Payroll Administration June 2002 - 2007
Skills
Agile Methodologies, Microsoft SQL Server, Business Analysis, SDLC, Active Directory, SQL, Enterprise Architecture, IT Strategy, Requirements Analysis, Software Project...
Education
City University of New York-Brooklyn College 2005 — 2008
MS, Information Systems
Baruch College, City University of New York (CUNY) 1999 — 2002
BBA, Management
Morgan Stanley Smith Barney 2010 - Present
Morgan Stanley September 2007 - Present
NYC Office of Payroll Administration June 2002 - 2007
Skills
Agile Methodologies, Microsoft SQL Server, Business Analysis, SDLC, Active Directory, SQL, Enterprise Architecture, IT Strategy, Requirements Analysis, Software Project...
Education
City University of New York-Brooklyn College 2005 — 2008
MS, Information Systems
Baruch College, City University of New York (CUNY) 1999 — 2002
BBA, Management
Rey Jomarron's Morgan Stanley Smith Barney Experience December 2001 - December 2002
Job Sales Executive at SunGard Relius
Industry Financial Services
Experience
SunGard Relius January 2015 - Present
Morgan Stampfl, Inc. July 2010 - December 2014
Insperity June 2008 - June 2010
ADP January 2006 - September 2007
Eli Lilly and Company February 2003 - September 2005
Morgan Stanley Smith Barney December 2001 - December 2002
ADP Dealer Services May 1994 - August 2000
Skills
Healthcare, New Business Development, Lead Generation, Consultative Selling, Selling, Salesforce.com, Sales, CRM, Recruiting, Online Advertising, Management, Strategy, Integrated Marketing, Cold Calling, Human Resources, Account Management, Strategic Partnerships, Applicant Tracking..., Marketing, SaaS, Leadership, Business Development, Sales Process, Employee Relations
Education
St. Thomas University
M.B.A, International Business
Baruch College
B.B.A, Marketing Management
SunGard Relius January 2015 - Present
Morgan Stampfl, Inc. July 2010 - December 2014
Insperity June 2008 - June 2010
ADP January 2006 - September 2007
Eli Lilly and Company February 2003 - September 2005
Morgan Stanley Smith Barney December 2001 - December 2002
ADP Dealer Services May 1994 - August 2000
Skills
Healthcare, New Business Development, Lead Generation, Consultative Selling, Selling, Salesforce.com, Sales, CRM, Recruiting, Online Advertising, Management, Strategy, Integrated Marketing, Cold Calling, Human Resources, Account Management, Strategic Partnerships, Applicant Tracking..., Marketing, SaaS, Leadership, Business Development, Sales Process, Employee Relations
Education
St. Thomas University
M.B.A, International Business
Baruch College
B.B.A, Marketing Management
Tara Chiappone's Morgan Stanley Smith Barney Experience September 2009 - January 2011
Job Business Development Manager at CJM Wealth Management
Industry Financial Services
Experience
CJM Wealth Management July 2015 - Present
Morgan Stanley Smith Barney September 2009 - January 2011
Citi Smith Barney September 2006 - September 2009
UBS Wealth Management September 2004 - September 2006
Skills
FINRA, Investments, Securities, Risk Management, Financial Risk, KYC, AML, Financial Services, OFAC, Due Diligence, Securities Regulation, USA PATRIOT Act, Capital Markets, Mutual Funds, Equities, Anti Money Laundering, Hedge Funds
Education
Baruch College, City University of New York (CUNY) 1998 — 2002
Bachelor's degree, Business Journalism
Kellenberg Memorial High School 1994 — 1998
CJM Wealth Management July 2015 - Present
Morgan Stanley Smith Barney September 2009 - January 2011
Citi Smith Barney September 2006 - September 2009
UBS Wealth Management September 2004 - September 2006
Skills
FINRA, Investments, Securities, Risk Management, Financial Risk, KYC, AML, Financial Services, OFAC, Due Diligence, Securities Regulation, USA PATRIOT Act, Capital Markets, Mutual Funds, Equities, Anti Money Laundering, Hedge Funds
Education
Baruch College, City University of New York (CUNY) 1998 — 2002
Bachelor's degree, Business Journalism
Kellenberg Memorial High School 1994 — 1998
Cindy Tam's Morgan Stanley Smith Barney Experience May 2009 - Present
Job Employee at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2009 - Present
UBS Wealth Management September 2007 - May 2009
Baruch College September 2007 - January 2008
Baruch College May 2007 - January 2008
New York State Banking Department May 2006 - January 2007
Skills
PowerPoint, Outlook, Microsoft Excel, Microsoft Word
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance and Investments
William C. Bryant High School 2001 — 2005
Morgan Stanley Smith Barney May 2009 - Present
UBS Wealth Management September 2007 - May 2009
Baruch College September 2007 - January 2008
Baruch College May 2007 - January 2008
New York State Banking Department May 2006 - January 2007
Skills
PowerPoint, Outlook, Microsoft Excel, Microsoft Word
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance and Investments
William C. Bryant High School 2001 — 2005
Randy Richison's Morgan Stanley Smith Barney Experience June 1983 - June 2009
Job Financial Advisor at Southwest Securities Inc.
Industry Financial Services
Experience
Southwest Securities June 2009 - Present
Morgan Stanley Smith Barney June 1983 - June 2009
Merrill Lynch 1968 - 1983
Education
Baylor College of Medicine 1959 — 1960
Medicine
University of Oklahoma 1955 — 1959
Oklahoma Baptist University 1956 — 1958
Biology, Chemistry
Southwest Securities June 2009 - Present
Morgan Stanley Smith Barney June 1983 - June 2009
Merrill Lynch 1968 - 1983
Education
Baylor College of Medicine 1959 — 1960
Medicine
University of Oklahoma 1955 — 1959
Oklahoma Baptist University 1956 — 1958
Biology, Chemistry
Darryl Franklin Ph.D.'s Morgan Stanley Smith Barney Experience February 2009 - August 2011
Job CEO, Oakwood Wealth Advisors Creating Wealth Safely
Industry Investment Management
Experience
Oakwood Wealth Advisors, Ltd. August 2012 - Present
Benedictine University 2006 - Present
David A. Noyes & Co. August 2011 - August 2012
Morgan Stanley Smith Barney February 2009 - August 2011
Sun Microsystems May 1997 - November 2003
R.R. Donnelley & Sons 1984 - 1988
Skills
Sales, Business Development, Consulting, Management, Marketing, Mergers, Strategic Planning, Public Speaking, Leadership, Project Management, Team Leadership, Team Building, Strategy, Financial Analysis, Finance, Portfolio Management, Leadership Development, Small Business, Investments, Training, Program Management, Management Consulting, Organizational..., Start-ups, Coaching, Executive Coaching, Nonprofits, Entrepreneurship, Process Improvement, Change Management, Workshop Facilitation
Education
Benedictine University 2006 — 2009
Ph.D., Management - Organization Development
Garrett Evangelical Theological Seminary 2000 — 2006
MDiv, Theology
Northwestern University 1990 — 1992
Communication
Illinois Institute of Technology
BS, Computer Science
Lindblom Technical HS
DuPage AME
Speaker University
Oakwood Wealth Advisors, Ltd. August 2012 - Present
Benedictine University 2006 - Present
David A. Noyes & Co. August 2011 - August 2012
Morgan Stanley Smith Barney February 2009 - August 2011
Sun Microsystems May 1997 - November 2003
R.R. Donnelley & Sons 1984 - 1988
Skills
Sales, Business Development, Consulting, Management, Marketing, Mergers, Strategic Planning, Public Speaking, Leadership, Project Management, Team Leadership, Team Building, Strategy, Financial Analysis, Finance, Portfolio Management, Leadership Development, Small Business, Investments, Training, Program Management, Management Consulting, Organizational..., Start-ups, Coaching, Executive Coaching, Nonprofits, Entrepreneurship, Process Improvement, Change Management, Workshop Facilitation
Education
Benedictine University 2006 — 2009
Ph.D., Management - Organization Development
Garrett Evangelical Theological Seminary 2000 — 2006
MDiv, Theology
Northwestern University 1990 — 1992
Communication
Illinois Institute of Technology
BS, Computer Science
Lindblom Technical HS
DuPage AME
Speaker University
Luba Roytberg's Morgan Stanley Smith Barney Experience August 2010 - July 2013
Job Project Manager at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley April 2014 - Present
Federal Reserve Bank of New York July 2013 - March 2014
Morgan Stanley Smith Barney August 2010 - July 2013
UBS August 2003 - August 2010
Equiserve April 2000 - May 2003
Lenmar 2000 - 2003
Isogon 1999 - 2000
Deutsche Bank April 1998 - May 1999
Republic National Bank 1998 - 1998
JP Morgan 1997 - 1998
Skills
Business Analysis, SDLC, Quality Assurance, Quality Center, User Acceptance Testing, Microsoft SQL Server, Software Documentation, Databases, QTP, Agile Methodologies, Regression Testing, Test Strategy, Unix, Project Management, Testing, Cross-functional Team..., PMO, Visio, Test Automation, System Testing, Analysis, Test Planning, Test Management, Software Project..., Oracle, Requirements Analysis, Manual Testing, JIRA, Business Requirements, Requirements Gathering, Test Cases, Web Applications, DB2, Resource Management, Software Quality..., Scrum, SharePoint
Education
City University of New York-Baruch College 1999 — 2003
Bachelor of Science (BS), Computer Science
Universitatea Tehnică a Moldovei
Computer Science
Morgan Stanley April 2014 - Present
Federal Reserve Bank of New York July 2013 - March 2014
Morgan Stanley Smith Barney August 2010 - July 2013
UBS August 2003 - August 2010
Equiserve April 2000 - May 2003
Lenmar 2000 - 2003
Isogon 1999 - 2000
Deutsche Bank April 1998 - May 1999
Republic National Bank 1998 - 1998
JP Morgan 1997 - 1998
Skills
Business Analysis, SDLC, Quality Assurance, Quality Center, User Acceptance Testing, Microsoft SQL Server, Software Documentation, Databases, QTP, Agile Methodologies, Regression Testing, Test Strategy, Unix, Project Management, Testing, Cross-functional Team..., PMO, Visio, Test Automation, System Testing, Analysis, Test Planning, Test Management, Software Project..., Oracle, Requirements Analysis, Manual Testing, JIRA, Business Requirements, Requirements Gathering, Test Cases, Web Applications, DB2, Resource Management, Software Quality..., Scrum, SharePoint
Education
City University of New York-Baruch College 1999 — 2003
Bachelor of Science (BS), Computer Science
Universitatea Tehnică a Moldovei
Computer Science
Anthony Vacanti's Morgan Stanley Smith Barney Experience May 2002 - August 2003
Job Group Vice President of Systems and Data Analytics
Industry Financial Services
Experience
Fisher Investments 2015 - Present
Fisher Investments December 2013 - August 2015
Fisher Investments January 2012 - December 2013
Fisher Investments April 2010 - January 2012
Fisher Investments October 2008 - April 2010
Fisher Investments February 2007 - October 2008
Fisher Investments June 2005 - February 2007
Baylor University 2003 - 2005
Morgan Stanley Smith Barney May 2002 - August 2003
Morgan Stanley Smith Barney September 2000 - May 2002
Skills
New Business Development, Business Development, Business Strategy, Sales Strategy, Sales Management, Sales Operations, Business Analysis, Client Services, Alternative Investments, Strategic M&A, Entrepreneurship, Investments, Wealth Management, Series 65, Asset Allocation, Investment Advisory, Portfolio Management, Asset Management, Equities, Investment Strategies, Sports Medicine, Sports Nutrition, Restaurants, Cooking, Pasta, Pizza
Education
Baylor University 2003 — 2005
Master of Science (M.S.), Physiology, General
Creighton University 1998 — 2002
Bachelor of Science (B.S.), Finance, General
Fisher Investments 2015 - Present
Fisher Investments December 2013 - August 2015
Fisher Investments January 2012 - December 2013
Fisher Investments April 2010 - January 2012
Fisher Investments October 2008 - April 2010
Fisher Investments February 2007 - October 2008
Fisher Investments June 2005 - February 2007
Baylor University 2003 - 2005
Morgan Stanley Smith Barney May 2002 - August 2003
Morgan Stanley Smith Barney September 2000 - May 2002
Skills
New Business Development, Business Development, Business Strategy, Sales Strategy, Sales Management, Sales Operations, Business Analysis, Client Services, Alternative Investments, Strategic M&A, Entrepreneurship, Investments, Wealth Management, Series 65, Asset Allocation, Investment Advisory, Portfolio Management, Asset Management, Equities, Investment Strategies, Sports Medicine, Sports Nutrition, Restaurants, Cooking, Pasta, Pizza
Education
Baylor University 2003 — 2005
Master of Science (M.S.), Physiology, General
Creighton University 1998 — 2002
Bachelor of Science (B.S.), Finance, General
Jerry Cassero's Morgan Stanley Smith Barney Experience June 1988 - February 2012
Job Executive Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley November 2013 - Present
JPMorgan Chase March 2012 - May 2013
JPMorgan Chase March 2012 - May 2013
Morgan Stanley Smith Barney June 1988 - February 2012
Dean Witter Reynolds, Inc. 1988 - 1998
Skills
Strategy, Asset Managment, Vendor Management, Strategic Planning, Wealth Management, Series 7, Alternative Investments, Equities, Securities, Mutual Funds, Investments, Capital Markets, Financial Services, Wealth Management..., Finance, Business Strategy, Strategic Financial...
Education
City University of New York-Baruch College - Zicklin School of Business 1988 — 1992
Bachelor of Business Administration (BBA), Finance, General
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (B.B.A.), Finance, General
Morgan Stanley November 2013 - Present
JPMorgan Chase March 2012 - May 2013
JPMorgan Chase March 2012 - May 2013
Morgan Stanley Smith Barney June 1988 - February 2012
Dean Witter Reynolds, Inc. 1988 - 1998
Skills
Strategy, Asset Managment, Vendor Management, Strategic Planning, Wealth Management, Series 7, Alternative Investments, Equities, Securities, Mutual Funds, Investments, Capital Markets, Financial Services, Wealth Management..., Finance, Business Strategy, Strategic Financial...
Education
City University of New York-Baruch College - Zicklin School of Business 1988 — 1992
Bachelor of Business Administration (BBA), Finance, General
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (B.B.A.), Finance, General
Medina Huertas's Morgan Stanley Smith Barney Experience 2005 - Present
Job Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2005 - Present
Smith Barney 1999 - 2005
Skills
Series 7, Series 66
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
BBA
HSEF
Morgan Stanley Smith Barney 2005 - Present
Smith Barney 1999 - 2005
Skills
Series 7, Series 66
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
BBA
HSEF
Nadine Raab's Morgan Stanley Smith Barney Experience June 1999 - Present
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 1999 - Present
Bankers Trust 1997 - 1998
Information Builders 1986 - 1995
Skills
Mutual Funds, Wealth, Financial Goals, Personal Finance, Finance, 401k, Retirement, Investment Advisory, Asset Allocation, Investments, Series 7, 401k Rollovers, Retirement Planning, Series 65, Series 63, Uniform Combined State..., IRAs, Separately Managed..., Wealth Management, 529 Plans
Education
Baruch College, City University of New York (CUNY) 1997 — 1998
MS, Finance
Manhattan College
Bachelor of Science (BS), Computer Information Systems
Morgan Stanley Smith Barney June 1999 - Present
Bankers Trust 1997 - 1998
Information Builders 1986 - 1995
Skills
Mutual Funds, Wealth, Financial Goals, Personal Finance, Finance, 401k, Retirement, Investment Advisory, Asset Allocation, Investments, Series 7, 401k Rollovers, Retirement Planning, Series 65, Series 63, Uniform Combined State..., IRAs, Separately Managed..., Wealth Management, 529 Plans
Education
Baruch College, City University of New York (CUNY) 1997 — 1998
MS, Finance
Manhattan College
Bachelor of Science (BS), Computer Information Systems
Pam Weir's Morgan Stanley Smith Barney Experience June 1995 - October 1997
Job Office Manager at Product Insight, Inc.
Industry Design
Experience
Product Insight, Inc. September 2002 - Present
Ion Optics, Inc. November 1997 - September 2002
Morgan Stanley Smith Barney June 1995 - October 1997
Skills
Microsoft Excel, Product Development, Microsoft Word, Customer Service, Sales, Accounting, Brand Management, Team Building, Business Development, Start-ups, Strength Training, Fitness, Program Management, Fitness Training, Event Planning, Invoicing, Coaching, Microsoft Office, Payroll, Human Resources, Product Design, Budgets
Education
Becker College
Associate of Science (AS), Early Childhood Education and Teaching
Product Insight, Inc. September 2002 - Present
Ion Optics, Inc. November 1997 - September 2002
Morgan Stanley Smith Barney June 1995 - October 1997
Skills
Microsoft Excel, Product Development, Microsoft Word, Customer Service, Sales, Accounting, Brand Management, Team Building, Business Development, Start-ups, Strength Training, Fitness, Program Management, Fitness Training, Event Planning, Invoicing, Coaching, Microsoft Office, Payroll, Human Resources, Product Design, Budgets
Education
Becker College
Associate of Science (AS), Early Childhood Education and Teaching
Andrea Timberlake's Morgan Stanley Smith Barney Experience February 2010 - June 2010
Job Client Service Manager at Larson Financial Group
Industry Financial Services
Experience
Larson Financial Group December 2011 - Present
Mastrapasqua Asset Management September 2011 - December 2011
Morgan Stanley Smith Barney February 2010 - June 2010
Wachovia Securities, LLC December 2008 - April 2009
HCA May 2006 - August 2006
HCA May 2004 - August 2004
Skills
Excel, Word, PowerPoint, Financial Analysis, Administration, Asset Management, Microsoft Office, Outlook, Corporate Finance, Accounting, Research, Forecasting, Financial Accounting, Market Research, Teamwork, Problem Solving, Valuation, Investments, Mutual Funds, Microsoft Excel, Risk Management
Education
Lipscomb University 2009 — 2011
MBA, Financial Services
Belmont University 2004 — 2008
BBA, Finance
Larson Financial Group December 2011 - Present
Mastrapasqua Asset Management September 2011 - December 2011
Morgan Stanley Smith Barney February 2010 - June 2010
Wachovia Securities, LLC December 2008 - April 2009
HCA May 2006 - August 2006
HCA May 2004 - August 2004
Skills
Excel, Word, PowerPoint, Financial Analysis, Administration, Asset Management, Microsoft Office, Outlook, Corporate Finance, Accounting, Research, Forecasting, Financial Accounting, Market Research, Teamwork, Problem Solving, Valuation, Investments, Mutual Funds, Microsoft Excel, Risk Management
Education
Lipscomb University 2009 — 2011
MBA, Financial Services
Belmont University 2004 — 2008
BBA, Finance
Cristian Largo's Morgan Stanley Smith Barney Experience July 1999 - September 1999
Job Vice President
Industry Financial Services
Experience
Citi 1999 - Present
Morgan Stanley Smith Barney July 1999 - September 1999
Skills
Tax Audit Representation
Education
City University of New York-Baruch College - Zicklin School of Business 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Citi 1999 - Present
Morgan Stanley Smith Barney July 1999 - September 1999
Skills
Tax Audit Representation
Education
City University of New York-Baruch College - Zicklin School of Business 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Iris Chae's Morgan Stanley Smith Barney Experience June 2006 - August 2006
Job Mobile Partnerships Manager at Facebook
Industry Information Technology and Services
Experience
Facebook August 2014 - Present
Facebook June 2013 - August 2013
Origami December 2012 - June 2013
Accenture September 2007 - July 2012
Kellogg School of Management October 2004 - May 2007
Morgan Stanley Smith Barney June 2006 - August 2006
U.S. Department of Commerce June 2004 - August 2004
Education
Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA)
INSEAD 2014 — 2014
Exchange Student for P3 (14J)
Northwestern University 2003 — 2007
BA
Beijing Foreign Studies University 2005 — 2005
Facebook August 2014 - Present
Facebook June 2013 - August 2013
Origami December 2012 - June 2013
Accenture September 2007 - July 2012
Kellogg School of Management October 2004 - May 2007
Morgan Stanley Smith Barney June 2006 - August 2006
U.S. Department of Commerce June 2004 - August 2004
Education
Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA)
INSEAD 2014 — 2014
Exchange Student for P3 (14J)
Northwestern University 2003 — 2007
BA
Beijing Foreign Studies University 2005 — 2005
Jaishankar Bharadwaj's Morgan Stanley Smith Barney Experience March 2011 - August 2012
Job Director Core Banking
Industry Financial Services
Experience
MUFG in the Americas June 2015 - Present
Bank of Tokyo-Mitsubishi UFJ August 2012 - June 2015
Morgan Stanley Smith Barney March 2011 - August 2012
Prudential Financial April 2007 - March 2011
Prudential Financial April 2005 - March 2007
Prudential Financial February 2001 - January 2005
Prudential Financial August 1995 - January 2001
Skills
Business Analysis, Solution Architecture, Banking, Outsourcing, Program Management
Education
Baruch College, City University of New York (CUNY) 1997 — 1999
MBA, Computer Information Systems
Indian Institute of Technology, Delhi 1989 — 1990
M.Tech, Design Engineering
REC Srinagar 1983 — 1987
B.E, Mechanical Engineering
MUFG in the Americas June 2015 - Present
Bank of Tokyo-Mitsubishi UFJ August 2012 - June 2015
Morgan Stanley Smith Barney March 2011 - August 2012
Prudential Financial April 2007 - March 2011
Prudential Financial April 2005 - March 2007
Prudential Financial February 2001 - January 2005
Prudential Financial August 1995 - January 2001
Skills
Business Analysis, Solution Architecture, Banking, Outsourcing, Program Management
Education
Baruch College, City University of New York (CUNY) 1997 — 1999
MBA, Computer Information Systems
Indian Institute of Technology, Delhi 1989 — 1990
M.Tech, Design Engineering
REC Srinagar 1983 — 1987
B.E, Mechanical Engineering
Erik Fiebert's Morgan Stanley Smith Barney Experience 1989 - 2007
Job Director, Client Advisor at Deutsche BAnk
Industry Financial Services
Experience
Deutsche Bank February 2007 - Present
Morgan Stanley Smith Barney 1989 - 2007
Coin Phones, Inc. 1985 - 1989
Skills
Series 7, Fixed Income, Equities, Series 63, Wealth Management, Portfolio Management, Alternative Investments, Capital Markets, Hedge Funds, Asset Managment, Securities, Investments, Mutual Funds, Structured Products
Education
Pace University - Lubin School of Business 1980 — 1985
MBA, Finance and Financial Management Services
Baruch College 1975 — 1980
Bachelor of Business Administration (BBA), Computer Methodology
Deutsche Bank February 2007 - Present
Morgan Stanley Smith Barney 1989 - 2007
Coin Phones, Inc. 1985 - 1989
Skills
Series 7, Fixed Income, Equities, Series 63, Wealth Management, Portfolio Management, Alternative Investments, Capital Markets, Hedge Funds, Asset Managment, Securities, Investments, Mutual Funds, Structured Products
Education
Pace University - Lubin School of Business 1980 — 1985
MBA, Finance and Financial Management Services
Baruch College 1975 — 1980
Bachelor of Business Administration (BBA), Computer Methodology
W. Kyle Gibson's Morgan Stanley Smith Barney Experience July 2009 - September 2010
Job Team Manager at TIAACREF
Industry Investment Management
Experience
TIAA-CREF April 2015 - Present
TIAA-CREF July 2014 - April 2015
TIAA-CREF October 2012 - June 2014
TIAA-CREF April 2011 - October 2012
Morgan Stanley Smith Barney July 2009 - September 2010
Tarrant County College April 2009 - July 2009
Arthur / Marshall, Inc. July 2008 - January 2009
Holze Music Company June 2006 - April 2008
Southlake Carroll ISD August 2005 - June 2006
DeSoto ISD August 2004 - August 2005
Skills
Excel, Word, Administration, PowerPoint, Teaching, Leadership, Team Building, Research, Microsoft Office, Finance, Project Management, Outlook, Customer Service, Microsoft Excel, Wealth Management, Management, Training, Microsoft Word, Business Strategy, Sales, Public Speaking, Coaching
Education
Baylor University 1999 — 2004
BME, Music Education
TIAA-CREF April 2015 - Present
TIAA-CREF July 2014 - April 2015
TIAA-CREF October 2012 - June 2014
TIAA-CREF April 2011 - October 2012
Morgan Stanley Smith Barney July 2009 - September 2010
Tarrant County College April 2009 - July 2009
Arthur / Marshall, Inc. July 2008 - January 2009
Holze Music Company June 2006 - April 2008
Southlake Carroll ISD August 2005 - June 2006
DeSoto ISD August 2004 - August 2005
Skills
Excel, Word, Administration, PowerPoint, Teaching, Leadership, Team Building, Research, Microsoft Office, Finance, Project Management, Outlook, Customer Service, Microsoft Excel, Wealth Management, Management, Training, Microsoft Word, Business Strategy, Sales, Public Speaking, Coaching
Education
Baylor University 1999 — 2004
BME, Music Education
Suresh Kamma's Morgan Stanley Smith Barney Experience May 2009 - April 2010
Job Programmer Analyst at Premier IT Solutions
Industry Computer Software
Experience
Premier IT Solutions February 2007 - Present
Morgan Stanley Smith Barney May 2009 - April 2010
Feldco 2007 - 2009
Wipro Technologies April 2000 - May 2006
Education
Bangalore University
B.E(Computer Science), Computers
Premier IT Solutions February 2007 - Present
Morgan Stanley Smith Barney May 2009 - April 2010
Feldco 2007 - 2009
Wipro Technologies April 2000 - May 2006
Education
Bangalore University
B.E(Computer Science), Computers
Mohit Dhamija's Morgan Stanley Smith Barney Experience January 2009 - Present
Job Corporate Tax Analyst at
Industry Financial Services
Experience
Morgan Stanley April 2009 - Present
Morgan Stanley Smith Barney January 2009 - Present
Morgan Stanley March 2008 - Present
Ogilvy & Mather May 2007 - February 2008
Oshima Saito LLP February 2007 - May 2007
Cafe Toscano July 2006 - December 2006
Education
Baruch College, City University of New York (CUNY) 2006 — 2009
BA
Nassau Community College 2004 — 2006
AS, Business Administration
Morgan Stanley April 2009 - Present
Morgan Stanley Smith Barney January 2009 - Present
Morgan Stanley March 2008 - Present
Ogilvy & Mather May 2007 - February 2008
Oshima Saito LLP February 2007 - May 2007
Cafe Toscano July 2006 - December 2006
Education
Baruch College, City University of New York (CUNY) 2006 — 2009
BA
Nassau Community College 2004 — 2006
AS, Business Administration
Andreas Kokkinos's Morgan Stanley Smith Barney Experience June 1999 - December 2010
Job Vice President, Insurance Product Manager at Citi Personal Wealth Management
Industry Investment Management
Experience
Citi Personal Wealth Management December 2014 - Present
JP Morgan Chase November 2010 - 2014
Morgan Stanley Smith Barney June 1999 - December 2010
Citi June 1994 - June 1999
Citicorp Investment Services February 1992 - May 1997
American Express Financial Advisors October 1987 - February 1992
Standard & Poor's March 1981 - October 1987
Skills
Series 7, Wealth Management, Investments, Alternative Investments, Series 24, FINRA, Asset Managment, Securities, Fixed Income, Equities, Retirement Planning, Retirement, Fixed Annuities, Financial Services, Estate Planning, Wealth Management..., Investment Advisory, Separately Managed..., Certified Financial..., CLU, 401k, Asset Allocation, Investment Strategies, Life Insurance, Insurance, Financial Planning
Education
Pace University - Lubin School of Business 1984 — 1993
MBA, Finance
Baruch College, City University of New York (CUNY) 1979 — 1981
BBA, Economics
LaGuardia Community College 1976 — 1978
AS, Business Administration
Kykkos Gymnasium
Citi Personal Wealth Management December 2014 - Present
JP Morgan Chase November 2010 - 2014
Morgan Stanley Smith Barney June 1999 - December 2010
Citi June 1994 - June 1999
Citicorp Investment Services February 1992 - May 1997
American Express Financial Advisors October 1987 - February 1992
Standard & Poor's March 1981 - October 1987
Skills
Series 7, Wealth Management, Investments, Alternative Investments, Series 24, FINRA, Asset Managment, Securities, Fixed Income, Equities, Retirement Planning, Retirement, Fixed Annuities, Financial Services, Estate Planning, Wealth Management..., Investment Advisory, Separately Managed..., Certified Financial..., CLU, 401k, Asset Allocation, Investment Strategies, Life Insurance, Insurance, Financial Planning
Education
Pace University - Lubin School of Business 1984 — 1993
MBA, Finance
Baruch College, City University of New York (CUNY) 1979 — 1981
BBA, Economics
LaGuardia Community College 1976 — 1978
AS, Business Administration
Kykkos Gymnasium
Lionel J. Richardson's Morgan Stanley Smith Barney Experience December 2010 - November 2012
Job Senior Control Officer, SVP at Citigroup
Industry Financial Services
Experience
Citigroup November 2012 - Present
Morgan Stanley Smith Barney December 2010 - November 2012
Smith Barney April 2008 - December 2010
Smith Barney June 2006 - April 2008
Merrill Lynch July 2004 - June 2006
Smith Barney July 2001 - July 2004
Skills
Series 7, Securities, Series 63, FINRA, AML, Due Diligence, USA PATRIOT Act, Risk Management, Mutual Funds, Compliance, Internal Controls
Education
CORNELL UNIVERSITY 2008 — 2010
MBA, MANAGEMENT
Baruch College 1994 — 1998
Bachelor of Business Administration (BBA), Finance, General
Citigroup November 2012 - Present
Morgan Stanley Smith Barney December 2010 - November 2012
Smith Barney April 2008 - December 2010
Smith Barney June 2006 - April 2008
Merrill Lynch July 2004 - June 2006
Smith Barney July 2001 - July 2004
Skills
Series 7, Securities, Series 63, FINRA, AML, Due Diligence, USA PATRIOT Act, Risk Management, Mutual Funds, Compliance, Internal Controls
Education
CORNELL UNIVERSITY 2008 — 2010
MBA, MANAGEMENT
Baruch College 1994 — 1998
Bachelor of Business Administration (BBA), Finance, General
Susana Ng's Morgan Stanley Smith Barney Experience 2009 - October 2012
Job Compliance Officer at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2009 - October 2012
Citi Smith Barney December 2003 - June 2009
Citi Smith Barney July 2000 - December 2003
Morgan Stanley Dean Witter September 1997 - July 2000
Skills
FINRA, Securities, Series 7, Series 63
Education
Baruch College, City University of New York (CUNY) 1993 — 1997
BBA, Business Management
Manhattan Center for Science and Mathematics
HS Diploma, Math and Science
St. Josephs School
Morgan Stanley Smith Barney 2009 - October 2012
Citi Smith Barney December 2003 - June 2009
Citi Smith Barney July 2000 - December 2003
Morgan Stanley Dean Witter September 1997 - July 2000
Skills
FINRA, Securities, Series 7, Series 63
Education
Baruch College, City University of New York (CUNY) 1993 — 1997
BBA, Business Management
Manhattan Center for Science and Mathematics
HS Diploma, Math and Science
St. Josephs School
Felix Valdez's Morgan Stanley Smith Barney Experience March 2006 - August 2008
Job at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2008 - Present
Morgan Stanley Smith Barney March 2006 - August 2008
Citigroup June 2000 - March 2006
Citigroup July 1995 - June 2000
Skills
Series 7, Securities, AML, Investment Advisory, Private Banking, Wealth Management, Credit, Risk, Asset Management, Compliance, Risk Management, Banking, Operational Risk, KYC, Risk Mitigation, Governance, Financial Institutions, FX, Credit Risk, Accounting, Fraud, Compliance Audits, Brokerage, FINRA, Private Wealth..., Operational Risk..., USA PATRIOT Act, Capital Markets, BSA, OFAC, Securities Regulation, Compliance Management, Bank Secrecy Act, Internal Controls, Financial Risk, Auditing, Internal Audit
Education
Baruch College, City University of New York (CUNY) 1990 — 1995
Bachlors, Accounting
Morgan Stanley August 2008 - Present
Morgan Stanley Smith Barney March 2006 - August 2008
Citigroup June 2000 - March 2006
Citigroup July 1995 - June 2000
Skills
Series 7, Securities, AML, Investment Advisory, Private Banking, Wealth Management, Credit, Risk, Asset Management, Compliance, Risk Management, Banking, Operational Risk, KYC, Risk Mitigation, Governance, Financial Institutions, FX, Credit Risk, Accounting, Fraud, Compliance Audits, Brokerage, FINRA, Private Wealth..., Operational Risk..., USA PATRIOT Act, Capital Markets, BSA, OFAC, Securities Regulation, Compliance Management, Bank Secrecy Act, Internal Controls, Financial Risk, Auditing, Internal Audit
Education
Baruch College, City University of New York (CUNY) 1990 — 1995
Bachlors, Accounting
Venkatraman Balaji's Morgan Stanley Smith Barney Experience 2011 - Present
Job Executive Director at Morgan Stanley Smith Barney
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney 2011 - Present
Morgan Stanley Smith Barney June 2009 - Present
Salomon Smith Barney July 1995 - May 2009
Skills
Wealth Management, Alternative Investments
Education
Baruch College, City University of New York (CUNY) 1997 — 1999
MBA, Finance & IT
Morgan Stanley Smith Barney 2011 - Present
Morgan Stanley Smith Barney June 2009 - Present
Salomon Smith Barney July 1995 - May 2009
Skills
Wealth Management, Alternative Investments
Education
Baruch College, City University of New York (CUNY) 1997 — 1999
MBA, Finance & IT
Eric Siegel's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Investment Banking Associate at Seidman & Co.
Industry Financial Services
Experience
Basis Investment Group, LLC August 2015 - Present
Seidman & Co. October 2012 - Present
Seidman & Co. January 2012 - October 2012
Sterling National Bank September 2010 - September 2011
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Financial Modeling, Investment Banking, Financial Analysis, Valuation, Corporate Finance, Business Valuation, Credit Analysis, Financial Advisory, Bloomberg, Due Diligence, Equity Valuation, Capital Markets, Fixed Income, Private Equity
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2010
Bachelors of Business Administration, Finance and Investments
University of Rochester 2005 — 2007
Bachelors, Brain and Cognitive Science
Basis Investment Group, LLC August 2015 - Present
Seidman & Co. October 2012 - Present
Seidman & Co. January 2012 - October 2012
Sterling National Bank September 2010 - September 2011
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Financial Modeling, Investment Banking, Financial Analysis, Valuation, Corporate Finance, Business Valuation, Credit Analysis, Financial Advisory, Bloomberg, Due Diligence, Equity Valuation, Capital Markets, Fixed Income, Private Equity
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2010
Bachelors of Business Administration, Finance and Investments
University of Rochester 2005 — 2007
Bachelors, Brain and Cognitive Science
Eric White's Morgan Stanley Smith Barney Experience April 1994 - Present
Job Assistant Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 1994 - Present
Skills
Series 7, Series 63, Series 66, Series 9, Series 10, FINRA, Fixed Income, Equities, Mutual Funds, Options, Foreign Exchange, Uniform Combined State..., Hedge Funds, Securities, Wealth Management
Education
Baruch College, City University of New York (CUNY) 1997 — 2000
Bachelor, Computer Infomation Systems
Morgan Stanley Smith Barney April 1994 - Present
Skills
Series 7, Series 63, Series 66, Series 9, Series 10, FINRA, Fixed Income, Equities, Mutual Funds, Options, Foreign Exchange, Uniform Combined State..., Hedge Funds, Securities, Wealth Management
Education
Baruch College, City University of New York (CUNY) 1997 — 2000
Bachelor, Computer Infomation Systems
Lauren DeVestern's Morgan Stanley Smith Barney Experience August 2008 - December 2008
Job Consultant at L.E.K. Consulting Retail & Consumer Products Practice
Industry Management Consulting
Experience
L.E.K. Consulting Retail & Consumer Products Practice September 2014 - Present
L.E.K. Consulting Retail & Consumer Products Practice September 2013 - August 2014
L.E.K. Consulting Retail & Consumer Products Practice September 2012 - August 2013
L.E.K. Consulting September 2010 - August 2012
NBC Universal May 2009 - August 2009
Morgan Stanley Smith Barney August 2008 - December 2008
AVC Advisory June 2008 - August 2008
Skills
Management Consulting, Strategic Consulting, Business Strategy, Strategy, Consumer Insight, Survey Research, Focus Groups, Customer Experience, Consumer Products, Retail, Market Research, Due Diligence, Strategic Planning, Financial Analysis, Competitive Analysis, Private Equity, Valuation, Market Entry, Market Analysis, Team Leadership, Team Management, Project Management, Thought Leadership
Education
Barnard College 2007 — 2010
BA, Economics, Russian
Columbia University in the City of New York 2007 — 2010
Bachelor of Arts (B.A.), Economics
L.E.K. Consulting Retail & Consumer Products Practice September 2014 - Present
L.E.K. Consulting Retail & Consumer Products Practice September 2013 - August 2014
L.E.K. Consulting Retail & Consumer Products Practice September 2012 - August 2013
L.E.K. Consulting September 2010 - August 2012
NBC Universal May 2009 - August 2009
Morgan Stanley Smith Barney August 2008 - December 2008
AVC Advisory June 2008 - August 2008
Skills
Management Consulting, Strategic Consulting, Business Strategy, Strategy, Consumer Insight, Survey Research, Focus Groups, Customer Experience, Consumer Products, Retail, Market Research, Due Diligence, Strategic Planning, Financial Analysis, Competitive Analysis, Private Equity, Valuation, Market Entry, Market Analysis, Team Leadership, Team Management, Project Management, Thought Leadership
Education
Barnard College 2007 — 2010
BA, Economics, Russian
Columbia University in the City of New York 2007 — 2010
Bachelor of Arts (B.A.), Economics
Joel Bodner's Morgan Stanley Smith Barney Experience 2003 - 2008
Job Vice President Financial Advisor at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Senior Wealth AdvisorFusion Family Wealth, LLCNovember 2013 - February 2015
UBS Financial Services Inc. May 2008 - November 2013
Morgan Stanley Smith Barney 2003 - 2008
Skills
Financial Services, Asset Management, Investments, Securities, Corporate Finance, Valuation, Private Equity, Investor Relations, Trading, Strategic Planning, Asset Allocation, Capital Markets, Customer Satisfaction, Real Estate, Fixed Income, Financial Reporting, Fund Of Funds, Investment Management, Analysis, Mergers & Acquisitions, Investment Properties, Microsoft Excel, Portfolio Management, Real Estate Development, Financial Modeling
Education
Baruch College, City University of New York (CUNY) 2002 — 2005
Master of Business Administration (M.B.A.), Investments and Finance - Zicklin School of Business
Touro College 1998 — 2001
Bachelor of Arts (B.A.), Finance & Computers
J.P. Morgan Senior Wealth AdvisorFusion Family Wealth, LLCNovember 2013 - February 2015
UBS Financial Services Inc. May 2008 - November 2013
Morgan Stanley Smith Barney 2003 - 2008
Skills
Financial Services, Asset Management, Investments, Securities, Corporate Finance, Valuation, Private Equity, Investor Relations, Trading, Strategic Planning, Asset Allocation, Capital Markets, Customer Satisfaction, Real Estate, Fixed Income, Financial Reporting, Fund Of Funds, Investment Management, Analysis, Mergers & Acquisitions, Investment Properties, Microsoft Excel, Portfolio Management, Real Estate Development, Financial Modeling
Education
Baruch College, City University of New York (CUNY) 2002 — 2005
Master of Business Administration (M.B.A.), Investments and Finance - Zicklin School of Business
Touro College 1998 — 2001
Bachelor of Arts (B.A.), Finance & Computers
Joseph N. Morena's Morgan Stanley Smith Barney Experience July 2011 - May 2012
Job Financial Services Representative New York Life
Industry Financial Services
Experience
New York Life Securities May 2012 - Present
Morgan Stanley Smith Barney July 2011 - May 2012
MetLife Financial Services March 2010 - April 2012
E Trade Financial November 2007 - July 2009
Amerivest Partners, American Stock Exchange, August 2005 - November 2007
American Stock Exchange 1976 - 2007
JNM Brokerage October 2003 - August 2005
Harvey Young Yurman September 2001 - October 2003
McDonald Investments April 1999 - September 2001
Lasher Group May 1996 - April 1999
Skills
Options, Series 7, FINRA, Derivatives, Equities, ETFs, Trading, Trading Systems, Electronic Trading, Series 63, Fixed Income, Securities, Brokerage
Education
Baruch College, City University of New York (CUNY) 1974 — 1979
MBA, Finance and Investments
New York Life Securities May 2012 - Present
Morgan Stanley Smith Barney July 2011 - May 2012
MetLife Financial Services March 2010 - April 2012
E Trade Financial November 2007 - July 2009
Amerivest Partners, American Stock Exchange, August 2005 - November 2007
American Stock Exchange 1976 - 2007
JNM Brokerage October 2003 - August 2005
Harvey Young Yurman September 2001 - October 2003
McDonald Investments April 1999 - September 2001
Lasher Group May 1996 - April 1999
Skills
Options, Series 7, FINRA, Derivatives, Equities, ETFs, Trading, Trading Systems, Electronic Trading, Series 63, Fixed Income, Securities, Brokerage
Education
Baruch College, City University of New York (CUNY) 1974 — 1979
MBA, Finance and Investments
Chih Ching (Daniel) Hu's Morgan Stanley Smith Barney Experience September 2002 - December 2002
Job Manager, Credit Risk Management at Bank of China
Industry Banking
Experience
Bank of China October 2011 - Present
Eurohypo AG February 2007 - October 2011
EUROHYPO AG, A Subsidiary of Commerzbank AG December 2009 - June 2011
Eurohypo AG February 2007 - June 2011
Credit Risk Management February 2007 - November 2009
GRAND PACIFIC FINANCE CORP December 2003 - February 2007
GRAND PACIFIC FINANCE CORP December 2003 - February 2007
Morgan Stanley Smith Barney September 2002 - December 2002
Morgan Stanley Smith Barney September 2002 - December 2002
INVESCO SECURITIES INVESTMENT TRUST CO February 2001 - July 2001
Skills
Finance, Cash Flow Forecasting, Microsoft Office, FrontPage, Credit Analysis, Capital Markets, CMBS, Underwriting, Real Estate Economics, Credit Risk, Asset Managment, Valuation, Loans, Portfolio Management, Due Diligence, Structured Finance, Securitization, Credit, Investments, Bloomberg, Syndications
Education
Baruch College, City University of New York (CUNY) 2001 — 2003
MBA, Finance and Investment
CUNY - Baruch College 2001 — 2003
Zicklin School of Business Master of Business Administration (MBA), Finance and Investment
Chinese Culture University 1991 — 1995
Bachelor of Business Science (B.S, International Business
Bank of China October 2011 - Present
Eurohypo AG February 2007 - October 2011
EUROHYPO AG, A Subsidiary of Commerzbank AG December 2009 - June 2011
Eurohypo AG February 2007 - June 2011
Credit Risk Management February 2007 - November 2009
GRAND PACIFIC FINANCE CORP December 2003 - February 2007
GRAND PACIFIC FINANCE CORP December 2003 - February 2007
Morgan Stanley Smith Barney September 2002 - December 2002
Morgan Stanley Smith Barney September 2002 - December 2002
INVESCO SECURITIES INVESTMENT TRUST CO February 2001 - July 2001
Skills
Finance, Cash Flow Forecasting, Microsoft Office, FrontPage, Credit Analysis, Capital Markets, CMBS, Underwriting, Real Estate Economics, Credit Risk, Asset Managment, Valuation, Loans, Portfolio Management, Due Diligence, Structured Finance, Securitization, Credit, Investments, Bloomberg, Syndications
Education
Baruch College, City University of New York (CUNY) 2001 — 2003
MBA, Finance and Investment
CUNY - Baruch College 2001 — 2003
Zicklin School of Business Master of Business Administration (MBA), Finance and Investment
Chinese Culture University 1991 — 1995
Bachelor of Business Science (B.S, International Business
Allan Lam's Morgan Stanley Smith Barney Experience January 2007 - September 2012
Job Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase October 2012 - Present
Morgan Stanley Smith Barney January 2007 - September 2012
Morgan Stanley Smith Barney January 2007 - September 2012
Skills
Series 7, Equities, Alternative Investments, Equity Research, Hedge Funds
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
BBA, Finance and Investments
JPMorgan Chase October 2012 - Present
Morgan Stanley Smith Barney January 2007 - September 2012
Morgan Stanley Smith Barney January 2007 - September 2012
Skills
Series 7, Equities, Alternative Investments, Equity Research, Hedge Funds
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
BBA, Finance and Investments
Dan Wilhite's Morgan Stanley Smith Barney Experience 2009 - 2010
Job Sr Vice President of Advisor Operations, Southeast at First Command Financial Planning
Industry Financial Services
Experience
First Command Financial Planning November 2010 - Present
Major investment firm 2001 - May 2010
Morgan Stanley Smith Barney 2009 - 2010
Smith Barney 2001 - 2010
RBC Dain Rauscher April 1994 - June 2001
Skills
Series 7, Series 63, Wealth Management, Retirement Planning, Mutual Funds, Investment Management, Series 65, Asset Managment, Estate Planning, Series 24, Investments, Asset Allocation, Investment Advisory, Securities, Strategic Financial...
Education
Baylor University 1973 — 1975
BBA, Business Managent- Finance
Tyler Junior College, The University of Texas at Dallas. Robert E. Lee , high school, Tyler, Tx 1971 — 1973
BA Business Administration, finance
First Command Financial Planning November 2010 - Present
Major investment firm 2001 - May 2010
Morgan Stanley Smith Barney 2009 - 2010
Smith Barney 2001 - 2010
RBC Dain Rauscher April 1994 - June 2001
Skills
Series 7, Series 63, Wealth Management, Retirement Planning, Mutual Funds, Investment Management, Series 65, Asset Managment, Estate Planning, Series 24, Investments, Asset Allocation, Investment Advisory, Securities, Strategic Financial...
Education
Baylor University 1973 — 1975
BBA, Business Managent- Finance
Tyler Junior College, The University of Texas at Dallas. Robert E. Lee , high school, Tyler, Tx 1971 — 1973
BA Business Administration, finance
Nanda Richards, CEP's Morgan Stanley Smith Barney Experience
Job Project Manager at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney
Education
Long Island University 2004 — 2006
MBA, Finance
Baruch College, City University of New York (CUNY) 1996 — 1998
BBA, Finance
University of Technology 1993 — 1996
Associates, Business Administration
Morgan Stanley Smith Barney
Education
Long Island University 2004 — 2006
MBA, Finance
Baruch College, City University of New York (CUNY) 1996 — 1998
BBA, Finance
University of Technology 1993 — 1996
Associates, Business Administration
Thu Pham's Morgan Stanley Smith Barney Experience July 2010 - December 2011
Job Advanced analytics professional
Industry Marketing and Advertising
Experience
Reprise Media May 2014 - Present
Saatchi & Saatchi Wellness July 2013 - May 2014
Baruch College September 2012 - May 2013
Brown Brothers Harriman August 2011 - June 2012
Morgan Stanley Smith Barney July 2010 - December 2011
IndexIQ February 2010 - April 2010
Manhattanville College October 2007 - April 2010
Capital Financial Consultancy Company June 2009 - August 2009
Skills
Teamwork, Analysis, Statistical Modeling, Data Mining, R, Regression Analysis, Statistical Data..., SAS, Linear Regression, Facebook, Tableau
Education
City University of New York-Baruch College 2012 — 2014
Master of Science (MS), Statistics
Manhattanville College 2007 — 2011
Bachelor of Arts, Finance
Reprise Media May 2014 - Present
Saatchi & Saatchi Wellness July 2013 - May 2014
Baruch College September 2012 - May 2013
Brown Brothers Harriman August 2011 - June 2012
Morgan Stanley Smith Barney July 2010 - December 2011
IndexIQ February 2010 - April 2010
Manhattanville College October 2007 - April 2010
Capital Financial Consultancy Company June 2009 - August 2009
Skills
Teamwork, Analysis, Statistical Modeling, Data Mining, R, Regression Analysis, Statistical Data..., SAS, Linear Regression, Facebook, Tableau
Education
City University of New York-Baruch College 2012 — 2014
Master of Science (MS), Statistics
Manhattanville College 2007 — 2011
Bachelor of Arts, Finance
Bruce Kamich, CMT @BruceKamich's Morgan Stanley Smith Barney Experience 2004 - 2012
Job Technical Analyst at TheStreet.com
Industry Financial Services
Experience
TheStreet.com August 2015 - Present
Baruch College January 1999 - Present
Market Technicians Association Educational Foundation 2005 - Present
Morgan Stanley Smith Barney 2004 - 2012
Van Kampen Funds 1985 - 1998
Market Technicians Association, Inc. 1990 - 1992
Skills
Asset Allocation, Leadership, Public Speaking, Team Building, Fixed Income, Nonprofits, Investments, Content Management, Strategic Planning, Technical Analysis, Series 7, Capital Markets Analysis, Alternative Investments, Market Analysis, Hedge Funds, Financial Markets, Asset Management, Portfolio Management, Capital Markets, Equities, Derivatives, Risk Management, Bloomberg, Commodity
Education
City University of New York-Baruch College - Zicklin School of Business 1974 — 1974
University of Connecticut 1969 — 1973
Bachelor's Degree, Economics and Finance, Honors Degree
Penn State University
TheStreet.com August 2015 - Present
Baruch College January 1999 - Present
Market Technicians Association Educational Foundation 2005 - Present
Morgan Stanley Smith Barney 2004 - 2012
Van Kampen Funds 1985 - 1998
Market Technicians Association, Inc. 1990 - 1992
Skills
Asset Allocation, Leadership, Public Speaking, Team Building, Fixed Income, Nonprofits, Investments, Content Management, Strategic Planning, Technical Analysis, Series 7, Capital Markets Analysis, Alternative Investments, Market Analysis, Hedge Funds, Financial Markets, Asset Management, Portfolio Management, Capital Markets, Equities, Derivatives, Risk Management, Bloomberg, Commodity
Education
City University of New York-Baruch College - Zicklin School of Business 1974 — 1974
University of Connecticut 1969 — 1973
Bachelor's Degree, Economics and Finance, Honors Degree
Penn State University
Steven Pires's Morgan Stanley Smith Barney Experience 1996 - 1999
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2014 - Present
Brookfield Investment Management Inc. July 2008 - December 2013
Managers Investment Group October 2004 - July 2008
Weiss Peck & Greer 1999 - 2004
Morgan Stanley Smith Barney 1996 - 1999
Skills
Equities, Mutual Funds, Funding, Hedge Funds, Securities, Financial Reporting, Fixed Income, Bloomberg, Alternative Investments, Risk Management, Microsoft Excel, Asset Management, Investments, Series 7, Financial Analysis, Private Equity, Capital Markets, Portfolio Management, Derivatives, Financial Services
Education
Baruch College, City University of New York (CUNY) 2000 — 2001
Executive MSF, Finance
Bentley College - Elkin B. McCallum Graduate School of Business 1984 — 1987
Accounting
Providence College 1974 — 1978
BA
BNY Mellon January 2014 - Present
Brookfield Investment Management Inc. July 2008 - December 2013
Managers Investment Group October 2004 - July 2008
Weiss Peck & Greer 1999 - 2004
Morgan Stanley Smith Barney 1996 - 1999
Skills
Equities, Mutual Funds, Funding, Hedge Funds, Securities, Financial Reporting, Fixed Income, Bloomberg, Alternative Investments, Risk Management, Microsoft Excel, Asset Management, Investments, Series 7, Financial Analysis, Private Equity, Capital Markets, Portfolio Management, Derivatives, Financial Services
Education
Baruch College, City University of New York (CUNY) 2000 — 2001
Executive MSF, Finance
Bentley College - Elkin B. McCallum Graduate School of Business 1984 — 1987
Accounting
Providence College 1974 — 1978
BA
Liz Wang's Morgan Stanley Smith Barney Experience December 1999 - March 2005
Job Director at UBS AG
Industry Financial Services
Experience
UBS Investment Bank March 2013 - Present
UBS Investment Bank July 2010 - March 2013
UBS financial services September 2008 - June 2010
Needham & Company March 2005 - June 2008
Morgan Stanley Smith Barney December 1999 - March 2005
Skills
Capital Markets, Hedge Funds, Fixed Income, Series 7, Equities, Bloomberg, Derivatives, Equity Derivatives, Equity Research, Investment Banking, Electronic Trading, Financial Analysis, Investments, Financial Modeling, Management, Prime Brokerage, Trading, Trading Systems, Valuation
Education
Baruch College
UBS Investment Bank March 2013 - Present
UBS Investment Bank July 2010 - March 2013
UBS financial services September 2008 - June 2010
Needham & Company March 2005 - June 2008
Morgan Stanley Smith Barney December 1999 - March 2005
Skills
Capital Markets, Hedge Funds, Fixed Income, Series 7, Equities, Bloomberg, Derivatives, Equity Derivatives, Equity Research, Investment Banking, Electronic Trading, Financial Analysis, Investments, Financial Modeling, Management, Prime Brokerage, Trading, Trading Systems, Valuation
Education
Baruch College
Melinda Dabydeen's Morgan Stanley Smith Barney Experience August 2010 - November 2012
Job Finance Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Investment Management January 2015 - Present
Morgan Stanley Investment Management November 2012 - December 2014
Morgan Stanley Smith Barney August 2010 - November 2012
Morgan Stanley June 2009 - August 2010
Gettry Marcus Stern & Lehrer, CPA, P.C. February 2008 - June 2009
Skills
PowerPoint, Microsoft Office, Financial Reporting, Tax, Financial Analysis, Microsoft Excel, Finance, Financial Modeling, Accounting, Financial Accounting
Education
City University of New York-Brooklyn College 2013 — 2014
Master's Degree, Finance, General
Baruch College, City University of New York (CUNY) 2006 — 2010
BBA, Accounting
Morgan Stanley Investment Management January 2015 - Present
Morgan Stanley Investment Management November 2012 - December 2014
Morgan Stanley Smith Barney August 2010 - November 2012
Morgan Stanley June 2009 - August 2010
Gettry Marcus Stern & Lehrer, CPA, P.C. February 2008 - June 2009
Skills
PowerPoint, Microsoft Office, Financial Reporting, Tax, Financial Analysis, Microsoft Excel, Finance, Financial Modeling, Accounting, Financial Accounting
Education
City University of New York-Brooklyn College 2013 — 2014
Master's Degree, Finance, General
Baruch College, City University of New York (CUNY) 2006 — 2010
BBA, Accounting
Darya Budarina's Morgan Stanley Smith Barney Experience January 2012 - March 2012
Job Senior Financial Analyst
Industry Financial Services
Experience
Time Inc. June 2012 - Present
Morgan Stanley Smith Barney January 2012 - March 2012
Time Inc. June 2011 - August 2011
LAMCO LLC July 2010 - September 2010
Lehman Brothers July 2008 - August 2008
Neuberger Berman July 2008 - August 2008
Skills
Forecasting, Financial Analysis, Wealth Management, Finance, Budgets, Business Analysis, Risk Management, Microsoft Word, Financial Modeling, Analytics
Education
City University of New York-Baruch College 2009 — 2013
Accounting
Time Inc. June 2012 - Present
Morgan Stanley Smith Barney January 2012 - March 2012
Time Inc. June 2011 - August 2011
LAMCO LLC July 2010 - September 2010
Lehman Brothers July 2008 - August 2008
Neuberger Berman July 2008 - August 2008
Skills
Forecasting, Financial Analysis, Wealth Management, Finance, Budgets, Business Analysis, Risk Management, Microsoft Word, Financial Modeling, Analytics
Education
City University of New York-Baruch College 2009 — 2013
Accounting
Jessica A. Marshall's Morgan Stanley Smith Barney Experience August 1994 - Present
Job Senior Vice President Wealth Management at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney August 1994 - Present
Prudential Securities 1982 - 1994
Bache, Halsey, Stuart, Shields 1981 - 1982
Skills
Series 7, Wealth Management, Retirement Planning, Series 63, Asset Allocation, Series 65, Alternative Investments, Investment Advisory, Mutual Funds, Wealth Management..., Investment Strategies, Investments
Education
Baruch College 1973 — 1976
Master of Business Administration (MBA)
Finch College 1968 — 1972
Bachelor of Arts (BA)
Morgan Stanley Smith Barney August 1994 - Present
Prudential Securities 1982 - 1994
Bache, Halsey, Stuart, Shields 1981 - 1982
Skills
Series 7, Wealth Management, Retirement Planning, Series 63, Asset Allocation, Series 65, Alternative Investments, Investment Advisory, Mutual Funds, Wealth Management..., Investment Strategies, Investments
Education
Baruch College 1973 — 1976
Master of Business Administration (MBA)
Finch College 1968 — 1972
Bachelor of Arts (BA)
Albert Cheung's Morgan Stanley Smith Barney Experience January 2005 - May 2005
Job Associate Closer at GoldenTree Asset Management
Industry Investment Banking
Experience
GoldenTree Asset Management December 2013 - Present
Barclays Capital February 2012 - December 2013
Barclays Capital September 2009 - January 2012
CIBC March 2006 - January 2009
Morgan Stanley Smith Barney January 2005 - May 2005
HSBC October 2004 - December 2004
Education
City University of New York-Baruch College - Zicklin School of Business 2001 — 2005
Bachelor of Business Administration (BBA), Finance, General
GoldenTree Asset Management December 2013 - Present
Barclays Capital February 2012 - December 2013
Barclays Capital September 2009 - January 2012
CIBC March 2006 - January 2009
Morgan Stanley Smith Barney January 2005 - May 2005
HSBC October 2004 - December 2004
Education
City University of New York-Baruch College - Zicklin School of Business 2001 — 2005
Bachelor of Business Administration (BBA), Finance, General
Jun Jeong's Morgan Stanley Smith Barney Experience July 2008 - July 2010
Job Market Risk Reporting Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2015 - Present
JPMorgan Chase, N.A. March 2012 - February 2015
National Securities Corporation March 2010 - October 2011
Morgan Stanley Smith Barney July 2008 - July 2010
Education
City University of New York-Baruch College 2005 — 2011
BBA, Finance and Investments, Psychology Minor
Baruch College, City University of New York (CUNY)
J.P. Morgan February 2015 - Present
JPMorgan Chase, N.A. March 2012 - February 2015
National Securities Corporation March 2010 - October 2011
Morgan Stanley Smith Barney July 2008 - July 2010
Education
City University of New York-Baruch College 2005 — 2011
BBA, Finance and Investments, Psychology Minor
Baruch College, City University of New York (CUNY)
Victor Mihaiu's Morgan Stanley Smith Barney Experience May 2004 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2004 - Present
Skills
Series 7, Series 66, Insurance, Microsoft Office
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
BBA, Finance & Investments
Morgan Stanley Smith Barney May 2004 - Present
Skills
Series 7, Series 66, Insurance, Microsoft Office
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
BBA, Finance & Investments
Arelis Joseph's Morgan Stanley Smith Barney Experience September 1996 - August 2013
Job Compliance Administrator
Industry Financial Services
Experience
Financial Services September 2013 - Present
Morgan Stanley January 2011 - August 2013
Morgan Stanley Smith Barney September 1996 - August 2013
Skills
Microsoft Office, ThomsonOne, DST Vision, BNY Mellon - SuRPAS, Advisor Central
Education
Baruch College, City University of New York (CUNY) 1994 — 1996
BBA, International Finance
Borough of Manhattan Community College 1991 — 1994
Associate of Arts and Sciences (A.A.S.), Banking and Finance
Financial Services September 2013 - Present
Morgan Stanley January 2011 - August 2013
Morgan Stanley Smith Barney September 1996 - August 2013
Skills
Microsoft Office, ThomsonOne, DST Vision, BNY Mellon - SuRPAS, Advisor Central
Education
Baruch College, City University of New York (CUNY) 1994 — 1996
BBA, International Finance
Borough of Manhattan Community College 1991 — 1994
Associate of Arts and Sciences (A.A.S.), Banking and Finance
Peter Sac's Morgan Stanley Smith Barney Experience March 2003 - January 2012
Job Global Head of Balance Sheet Risk Control Group @ Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2013 - Present
Morgan Stanley January 2012 - November 2013
Morgan Stanley Smith Barney March 2003 - January 2012
Deloitte & Touche December 2000 - March 2003
Skills
Internal Audit, Operational Risk..., SOX, Internal Controls, Enterprise Risk..., Capital Markets, Operational Risk, IT Audit, Auditing, Sarbanes-Oxley Act, Securities
Education
Baruch College, City University of New York (CUNY) 1996 — 2000
BA, Accounting
Morgan Stanley November 2013 - Present
Morgan Stanley January 2012 - November 2013
Morgan Stanley Smith Barney March 2003 - January 2012
Deloitte & Touche December 2000 - March 2003
Skills
Internal Audit, Operational Risk..., SOX, Internal Controls, Enterprise Risk..., Capital Markets, Operational Risk, IT Audit, Auditing, Sarbanes-Oxley Act, Securities
Education
Baruch College, City University of New York (CUNY) 1996 — 2000
BA, Accounting
James Bobian's Morgan Stanley Smith Barney Experience April 2012 - October 2013
Job Purchase & Sales \ Equities & Fixed Income Analyst: Temp at Barclays Capital
Industry Financial Services
Experience
Barclays Capital October 2013 - Present
Morgan Stanley Smith Barney April 2012 - October 2013
MF Global USA August 2011 - October 2011
Morgan Stanley Smith Barney May 2011 - August 2011
BNY ConvergEx 2001 - 2010
Lewco Securities Corp. 1997 - 2001
Skills
Equities, Fixed Income, Middle Office, Equity Operations..., RTTM, Obligation Warehouse, Prime Brokerage, Securities, Bonds, Customer Service..., Oasys, DTC, OCS, ADP, NASDAQ, ACT, Sungard, Settlements, OCS / GEMS, ADP / Broadridge, Spool View Reports, Trading Systems
Education
Baruch College, City University of New York (CUNY)
Business Administration
Barclays Capital October 2013 - Present
Morgan Stanley Smith Barney April 2012 - October 2013
MF Global USA August 2011 - October 2011
Morgan Stanley Smith Barney May 2011 - August 2011
BNY ConvergEx 2001 - 2010
Lewco Securities Corp. 1997 - 2001
Skills
Equities, Fixed Income, Middle Office, Equity Operations..., RTTM, Obligation Warehouse, Prime Brokerage, Securities, Bonds, Customer Service..., Oasys, DTC, OCS, ADP, NASDAQ, ACT, Sungard, Settlements, OCS / GEMS, ADP / Broadridge, Spool View Reports, Trading Systems
Education
Baruch College, City University of New York (CUNY)
Business Administration
Dwayne Marsh's Morgan Stanley Smith Barney Experience May 2011 - April 2012
Job Finance
Industry Financial Services
Experience
Santander Consumer USA Inc. October 2013 - Present
PNC BANK April 2012 - Present
Morgan Stanley Smith Barney May 2011 - April 2012
T-Mobile USA January 2004 - September 2010
Skills
Training, Forecasting, Leadership, Strategic Financial..., Management, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Strategic Planning, Program Management
Education
City University of New York-Baruch College 2001 — 2004
Accounting and Finance
Santander Consumer USA Inc. October 2013 - Present
PNC BANK April 2012 - Present
Morgan Stanley Smith Barney May 2011 - April 2012
T-Mobile USA January 2004 - September 2010
Skills
Training, Forecasting, Leadership, Strategic Financial..., Management, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Strategic Planning, Program Management
Education
City University of New York-Baruch College 2001 — 2004
Accounting and Finance
Chernov Yuriy's Morgan Stanley Smith Barney Experience May 2009 - Present
Job ED at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2009 - Present
Skills
Balance Sheet Review, Equities
Education
City University of New York-Baruch College 2001 — 2004
Master of Business Administration (MBA), Finance, General
City University of New York-Baruch College 1997 — 2000
Bachelor of Business Administration (BBA), Finance and Investments
Morgan Stanley Smith Barney May 2009 - Present
Skills
Balance Sheet Review, Equities
Education
City University of New York-Baruch College 2001 — 2004
Master of Business Administration (MBA), Finance, General
City University of New York-Baruch College 1997 — 2000
Bachelor of Business Administration (BBA), Finance and Investments
Evelyn Brown's Morgan Stanley Smith Barney Experience November 2001 - Present
Job Vice President Project Management at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 2001 - Present
Skills
Portfolio Management, Risk Management, Financial Services
Education
Baruch College
Bachelor of Business Administration (BBA)
Morgan Stanley Smith Barney November 2001 - Present
Skills
Portfolio Management, Risk Management, Financial Services
Education
Baruch College
Bachelor of Business Administration (BBA)
Ree Grossman's Morgan Stanley Smith Barney Experience February 2005 - Present
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 2005 - Present
Education
Benjamin N. Cardozo School of Law, Yeshiva University
Doctor of Law (JD), Law
The George Washington University
Bachelor of Arts (B.A.), Psychology
Morgan Stanley Smith Barney February 2005 - Present
Education
Benjamin N. Cardozo School of Law, Yeshiva University
Doctor of Law (JD), Law
The George Washington University
Bachelor of Arts (B.A.), Psychology
Pema Sherpa's Morgan Stanley Smith Barney Experience December 2009 - May 2012
Job Vice President at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank February 2014 - Present
Deutsche Bank May 2012 - February 2014
Morgan Stanley Smith Barney December 2009 - May 2012
Morgan Stanley March 2007 - December 2009
Skills
Tax, International Tax, Business Analysis, Banking
Education
Baruch College 2003 — 2006
Bachelor of Business Administration, Finance
Laguardia Community College 2001 — 2003
Associate of Science, Business Administration
Deutsche Bank February 2014 - Present
Deutsche Bank May 2012 - February 2014
Morgan Stanley Smith Barney December 2009 - May 2012
Morgan Stanley March 2007 - December 2009
Skills
Tax, International Tax, Business Analysis, Banking
Education
Baruch College 2003 — 2006
Bachelor of Business Administration, Finance
Laguardia Community College 2001 — 2003
Associate of Science, Business Administration
Tony Dutter's Morgan Stanley Smith Barney Experience February 2010 - Present
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 2010 - Present
Edward Jones February 2006 - February 2010
Russwood Chrysler Jeep & Dodge February 2004 - February 2006
Education
Bellevue University
Nebraska Wesleyan University
Morgan Stanley Smith Barney February 2010 - Present
Edward Jones February 2006 - February 2010
Russwood Chrysler Jeep & Dodge February 2004 - February 2006
Education
Bellevue University
Nebraska Wesleyan University
Georgia Tawdeen's Morgan Stanley Smith Barney Experience July 2009 - June 2011
Job Manager at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2009 - June 2011
Citi March 1998 - June 2009
Education
Baruch College 1992 — 1997
Bachelor of Business Administration, Finance
Morgan Stanley Smith Barney July 2009 - June 2011
Citi March 1998 - June 2009
Education
Baruch College 1992 — 1997
Bachelor of Business Administration, Finance
Daniel Gavrilov's Morgan Stanley Smith Barney Experience March 2012 - Present
Job Intern at Morgan Stanley Smith Barney
Industry
Experience
Morgan Stanley Smith Barney March 2012 - Present
NetCost Market 2008 - 2011
Education
City University of New York-Baruch College 2011 — 2013
Bachelor's degree, Real Estate Development, 3.3
Penn State University 2009 — 2011
Morgan Stanley Smith Barney March 2012 - Present
NetCost Market 2008 - 2011
Education
City University of New York-Baruch College 2011 — 2013
Bachelor's degree, Real Estate Development, 3.3
Penn State University 2009 — 2011
Renaldo Cox's Morgan Stanley Smith Barney Experience April 2012 - February 2015
Job Citi Private Bank
Industry Financial Services
Experience
Citi February 2015 - Present
Morgan Stanley Smith Barney April 2012 - February 2015
Citi January 2008 - March 2012
BNY Mellon October 2004 - January 2008
Skills
Tax, Account Reconciliation, Accounting, Banking, Financial Reporting, Securities, Equities, Financial Services, Financial Modeling, Microsoft Excel, Bloomberg, Accounts Receivable, Customer Service, Financial Analysis
Education
Baruch College 2002 — 2004
Bachelor of Science (BS), Small Business Administration/Management
CUNY New York City College of Technology 2000 — 2002
Associate's degree, Accounting
Citi February 2015 - Present
Morgan Stanley Smith Barney April 2012 - February 2015
Citi January 2008 - March 2012
BNY Mellon October 2004 - January 2008
Skills
Tax, Account Reconciliation, Accounting, Banking, Financial Reporting, Securities, Equities, Financial Services, Financial Modeling, Microsoft Excel, Bloomberg, Accounts Receivable, Customer Service, Financial Analysis
Education
Baruch College 2002 — 2004
Bachelor of Science (BS), Small Business Administration/Management
CUNY New York City College of Technology 2000 — 2002
Associate's degree, Accounting
Lakeisha Bradley's Morgan Stanley Smith Barney Experience
Job Anaylst at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney
Education
Baruch College
Bachelor of Business Administration (BBA)
Murry Bergtraum H.S.
Morgan Stanley Smith Barney
Education
Baruch College
Bachelor of Business Administration (BBA)
Murry Bergtraum H.S.
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.