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
Kevin Losch Kevin Losch's Morgan Stanley Smith Barney Experience May 2012 - January 2014
Job Financial Advisor, Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch February 2014 - Present
Morgan Stanley Smith Barney May 2012 - January 2014
Merrill Lynch July 2006 - May 2012
Skills
Series 7, Series 66, Equities, Fixed Income, Mutual Funds, Alternative Investments, ETFs, Separately Managed..., Equity Research, Market Analysis, Business Development, Banking, Uniform Combined State..., Asset Allocation, Securities, Series 63
Education
Seton Hall University 2002 — 2006
BS, Finance, General
South Hunterdon Regional High School 1998 — 2002
Merrill Lynch February 2014 - Present
Morgan Stanley Smith Barney May 2012 - January 2014
Merrill Lynch July 2006 - May 2012
Skills
Series 7, Series 66, Equities, Fixed Income, Mutual Funds, Alternative Investments, ETFs, Separately Managed..., Equity Research, Market Analysis, Business Development, Banking, Uniform Combined State..., Asset Allocation, Securities, Series 63
Education
Seton Hall University 2002 — 2006
BS, Finance, General
South Hunterdon Regional High School 1998 — 2002
Miguel R. Castillo Miguel R. Castillo's Morgan Stanley Smith Barney Experience February 1998 - March 2003
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2008 - Present
UBS March 2003 - August 2008
Morgan Stanley Smith Barney February 1998 - March 2003
Skills
Investments, Risk Management, Retirement Planning, Investment Strategies, Asset Allocation, Insurance, 401k Rollovers, Securities, Wealth Preservation..., Strategic Planning, Business Owner Planning, Financial Analysis, Fixed Income Strategies, Multi-generational..., Retirement Savings, Estate Investment..., Investment Planning
Education
San Diego State University-California State University
BA, Business and Political Science
San Diego State University-California State University
BA, Business and Political Science
Wells Fargo Advisors, LLC August 2008 - Present
UBS March 2003 - August 2008
Morgan Stanley Smith Barney February 1998 - March 2003
Skills
Investments, Risk Management, Retirement Planning, Investment Strategies, Asset Allocation, Insurance, 401k Rollovers, Securities, Wealth Preservation..., Strategic Planning, Business Owner Planning, Financial Analysis, Fixed Income Strategies, Multi-generational..., Retirement Savings, Estate Investment..., Investment Planning
Education
San Diego State University-California State University
BA, Business and Political Science
San Diego State University-California State University
BA, Business and Political Science
Elliott Alston Elliott Alston's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job Personal Banker
Industry Banking
Experience
U.S. Bank October 2014 - Present
Arizona Diamondbacks July 2013 - July 2014
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Marketing, Sales, Banking, Consumer Lending, Customer Service, Sports, Sports Marketing, Public Speaking, Cold Calling, Event Planning, Editing, Public Relations, Microsoft Office, Creative Writing, CRM databases, Archtics Ticketing...
Education
University of Maryland Eastern Shore 2008 — 2012
Bachelor's degree, English Language and Literature, General
Seward County Community College and Area Technical School 2006 — 2008
U.S. Bank October 2014 - Present
Arizona Diamondbacks July 2013 - July 2014
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Marketing, Sales, Banking, Consumer Lending, Customer Service, Sports, Sports Marketing, Public Speaking, Cold Calling, Event Planning, Editing, Public Relations, Microsoft Office, Creative Writing, CRM databases, Archtics Ticketing...
Education
University of Maryland Eastern Shore 2008 — 2012
Bachelor's degree, English Language and Literature, General
Seward County Community College and Area Technical School 2006 — 2008
Charles (Rick) Wilson Charles (Rick) Wilson's Morgan Stanley Smith Barney Experience June 2009 - July 2009
Job Analytical Finance and Operations Leader
Industry Information Technology and Services
Experience
Ariba April 2014 - Present
Ariba December 2012 - April 2014
ADP January 2012 - December 2012
Susquehanna Bank October 2010 - December 2011
Morgan Stanley Smith Barney June 2009 - July 2009
Kinnarney Rubber Company June 2008 - December 2008
Skills
Sales, Customer Service, Analysis, Coordination, Salesforce.com, Cold Calling, Account Management, Microsoft Office, Marketing, Sales Management, Lead Generation, B2B
Education
Shippensburg University of Pennsylvania 2006 — 2010
Bachelor of Science, Business Administration, Marketing
Ariba April 2014 - Present
Ariba December 2012 - April 2014
ADP January 2012 - December 2012
Susquehanna Bank October 2010 - December 2011
Morgan Stanley Smith Barney June 2009 - July 2009
Kinnarney Rubber Company June 2008 - December 2008
Skills
Sales, Customer Service, Analysis, Coordination, Salesforce.com, Cold Calling, Account Management, Microsoft Office, Marketing, Sales Management, Lead Generation, B2B
Education
Shippensburg University of Pennsylvania 2006 — 2010
Bachelor of Science, Business Administration, Marketing
Michael V. Fasano, MBA Michael V. Fasano, MBA's Morgan Stanley Smith Barney Experience November 2006 - April 2009
Job Vice President Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2014 - Present
Oppenheimer & Co. April 2009 - November 2014
Morgan Stanley Smith Barney November 2006 - April 2009
Valley National Bank January 2006 - December 2006
Valley National Bank July 2004 - January 2006
Education
St. Thomas Aquinas College 2005 — 2008
MBA, Finance
Siena College 2000 — 2004
BS, Marketing and Management
Don Bosco Prep 1996 — 2000
High School
Ameriprise Financial Services, Inc. November 2014 - Present
Oppenheimer & Co. April 2009 - November 2014
Morgan Stanley Smith Barney November 2006 - April 2009
Valley National Bank January 2006 - December 2006
Valley National Bank July 2004 - January 2006
Education
St. Thomas Aquinas College 2005 — 2008
MBA, Finance
Siena College 2000 — 2004
BS, Marketing and Management
Don Bosco Prep 1996 — 2000
High School
Sarah Belete Sarah Belete's Morgan Stanley Smith Barney Experience June 2006 - August 2006
Job Sales Operations Manager at Nutanix
Industry Consumer Services
Experience
Nutanix October 2015 - Present
Nutanix September 2012 - Present
Dell August 2011 - September 2012
Force10 Networks June 2010 - August 2011
Morgan Stanley Smith Barney June 2006 - August 2006
Rotary International March 2006 - 2006
Skills
Salesforce.com, Cloud Computing, Customer Service, Forecasting, Leadership, Microsoft Office, Sales Enablement, Sales Operations, Channel Partners, Sales, Oracle, New Hire Training, Sales Process, Microsoft CRM, Noetix, Cross-functional Team..., Salesforce Administrator, Project Management, Account Management, Sales Leads, Corporate Sales...
Education
San Francisco State University 2007 — 2011
BA, Child Adolescent Development
Nutanix October 2015 - Present
Nutanix September 2012 - Present
Dell August 2011 - September 2012
Force10 Networks June 2010 - August 2011
Morgan Stanley Smith Barney June 2006 - August 2006
Rotary International March 2006 - 2006
Skills
Salesforce.com, Cloud Computing, Customer Service, Forecasting, Leadership, Microsoft Office, Sales Enablement, Sales Operations, Channel Partners, Sales, Oracle, New Hire Training, Sales Process, Microsoft CRM, Noetix, Cross-functional Team..., Salesforce Administrator, Project Management, Account Management, Sales Leads, Corporate Sales...
Education
San Francisco State University 2007 — 2011
BA, Child Adolescent Development
Margaret Ellard's Morgan Stanley Smith Barney Experience June 2013 - August 2013
Job Trust Specialist at Cumberland Trust and Investment Company
Industry Financial Services
Experience
Cumberland Trust and Investment Company June 2014 - Present
Morgan Stanley Smith Barney June 2013 - August 2013
House Committee on Financial Services May 2012 - August 2012
Skills
Research, PowerPoint, Strategic Planning, Microsoft Excel, Microsoft Office, Microsoft Word, Statistics, Stata
Education
Sewanee-The University of the South 2010 — 2014
Bachelor of Arts (B.A.), Economics and History
Cumberland Trust and Investment Company June 2014 - Present
Morgan Stanley Smith Barney June 2013 - August 2013
House Committee on Financial Services May 2012 - August 2012
Skills
Research, PowerPoint, Strategic Planning, Microsoft Excel, Microsoft Office, Microsoft Word, Statistics, Stata
Education
Sewanee-The University of the South 2010 — 2014
Bachelor of Arts (B.A.), Economics and History
Nicholas Hernandez's Morgan Stanley Smith Barney Experience April 2011 - June 2011
Job Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US October 2014 - Present
State Street Bank June 2012 - May 2014
Franklin Templeton Investments August 2011 - May 2012
LogixData June 2011 - August 2011
Morgan Stanley Smith Barney April 2011 - June 2011
Skills
Data Analysis, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Office, Access, Statistics, Research, Financial Modeling, Microsoft Word, Economics, Market Research, Teamwork, Accounting
Education
Santa Clara University - Leavey School of Business 2014 — 2014
Certificate of Advanced Accounting Proficiency (CAAP), Accounting
University of California, Davis 2009 — 2011
Bachelor of Science, Managerial Economics
KPMG US October 2014 - Present
State Street Bank June 2012 - May 2014
Franklin Templeton Investments August 2011 - May 2012
LogixData June 2011 - August 2011
Morgan Stanley Smith Barney April 2011 - June 2011
Skills
Data Analysis, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Office, Access, Statistics, Research, Financial Modeling, Microsoft Word, Economics, Market Research, Teamwork, Accounting
Education
Santa Clara University - Leavey School of Business 2014 — 2014
Certificate of Advanced Accounting Proficiency (CAAP), Accounting
University of California, Davis 2009 — 2011
Bachelor of Science, Managerial Economics
james perez james perez's Morgan Stanley Smith Barney Experience
Job vp at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney
Skills
Leadership, Management, Mergers, Negotiation, Sales
Education
Simon Fraser University 1972 — 1974
Bachelor of Arts (BA), History
Santa Clara University 1968 — 1971
HIstory
Morgan Stanley Smith Barney
Skills
Leadership, Management, Mergers, Negotiation, Sales
Education
Simon Fraser University 1972 — 1974
Bachelor of Arts (BA), History
Santa Clara University 1968 — 1971
HIstory
Robert Hennessey Robert Hennessey's Morgan Stanley Smith Barney Experience January 1994 - February 2000
Job Chief Compliance OfficerMIRASCL at Macquarie Group
Industry Financial Services
Experience
Macquarie Group June 2012 - Present
Macquarie Group June 2012 - Present
Credit Suisse June 2006 - June 2012
Credit Suisse February 2000 - November 2005
Morgan Stanley Smith Barney January 1994 - February 2000
Education
Seton Hall University 1985 — 1989
Bachelor of Science, Business Administration
Macquarie Group June 2012 - Present
Macquarie Group June 2012 - Present
Credit Suisse June 2006 - June 2012
Credit Suisse February 2000 - November 2005
Morgan Stanley Smith Barney January 1994 - February 2000
Education
Seton Hall University 1985 — 1989
Bachelor of Science, Business Administration
Chip Crumrine Chip Crumrine's Morgan Stanley Smith Barney Experience 1992 - 2010
Job Executive Advisor at Ambassador Advisors LLC
Industry Financial Services
Experience
Ambassador Advisors LLC 2011 - Present
Morgan Stanley Smith Barney 1992 - 2010
Skills
Retirement and Income..., Business Succession..., Nonprofit / Ministry..., Corporate Retirement..., Wealth Management, Succession Planning, Strategic Financial..., Investment Advisory, Small Business, Finance, Asset Allocation, Investments, Nonprofits, Strategic Planning, Budgets, Portfolio Management, Mutual Funds, Estate Planning, Retirement Planning, Fixed Annuities, 401k, Investment Strategies, Insurance, Retirement, Financial Advisory, Series 63, Series 7, Asset Management, Securities, Alternative Investments, Wealth, Life Insurance, Financial Planners, Long-term Care, Fixed Income, Equities, Relationship Management, Term Life Insurance, Employee Benefits, Risk Management, Investment Management, Uniform Combined State..., ETFs, Financial Services, IRAs
Education
Shippensburg University of Pennsylvania 1976 — 1980
Bachelor of Science (BS), Business Administration
Hanover High 1973 — 1976
Ambassador Advisors LLC 2011 - Present
Morgan Stanley Smith Barney 1992 - 2010
Skills
Retirement and Income..., Business Succession..., Nonprofit / Ministry..., Corporate Retirement..., Wealth Management, Succession Planning, Strategic Financial..., Investment Advisory, Small Business, Finance, Asset Allocation, Investments, Nonprofits, Strategic Planning, Budgets, Portfolio Management, Mutual Funds, Estate Planning, Retirement Planning, Fixed Annuities, 401k, Investment Strategies, Insurance, Retirement, Financial Advisory, Series 63, Series 7, Asset Management, Securities, Alternative Investments, Wealth, Life Insurance, Financial Planners, Long-term Care, Fixed Income, Equities, Relationship Management, Term Life Insurance, Employee Benefits, Risk Management, Investment Management, Uniform Combined State..., ETFs, Financial Services, IRAs
Education
Shippensburg University of Pennsylvania 1976 — 1980
Bachelor of Science (BS), Business Administration
Hanover High 1973 — 1976
Russell Wixon's Morgan Stanley Smith Barney Experience 1986 - 2000
Job Managing DirectorInvestments at the Wixon Altheide Financial Group at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2015 - Present
Wells Fargo Advisors 2000 - December 2014
Morgan Stanley Smith Barney 1986 - 2000
Skills
Investments, Risk Management, Series 7, Finance, Portfolio Management, Retirement, Mutual Funds, Asset Allocation, Retirement Planning, Wealth Management, Asset Management, Series 63, Financial Planning
Education
San Francisco State University 1982 — 1985
Undergraduate in Buss Administration/Marketing, Business Administration/Marketing
YVHS 1976 — 1980
Wells Fargo Advisors January 2015 - Present
Wells Fargo Advisors 2000 - December 2014
Morgan Stanley Smith Barney 1986 - 2000
Skills
Investments, Risk Management, Series 7, Finance, Portfolio Management, Retirement, Mutual Funds, Asset Allocation, Retirement Planning, Wealth Management, Asset Management, Series 63, Financial Planning
Education
San Francisco State University 1982 — 1985
Undergraduate in Buss Administration/Marketing, Business Administration/Marketing
YVHS 1976 — 1980
Sean Donnelly Sean Donnelly's Morgan Stanley Smith Barney Experience March 2006 - April 2012
Job Pacific Coast Financial Planning Group, Private Wealth Advisory Practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Pacific Coast Financial Planning Group October 2014 - Present
UBS Financial Services Inc. April 2012 - October 2014
Morgan Stanley Smith Barney March 2006 - April 2012
Smith Barney January 2003 - February 2006
Linsco/ Private Ledger July 1998 - June 2002
Waddell & Reed Financial Services October 1996 - June 1998
Diversified Financial Concepts November 1995 - September 1996
Education
San Diego State University-California State University 1989 — 1994
Bachelors of Arts, Industrial/Organizational Psychology
Pacific Coast Financial Planning Group October 2014 - Present
UBS Financial Services Inc. April 2012 - October 2014
Morgan Stanley Smith Barney March 2006 - April 2012
Smith Barney January 2003 - February 2006
Linsco/ Private Ledger July 1998 - June 2002
Waddell & Reed Financial Services October 1996 - June 1998
Diversified Financial Concepts November 1995 - September 1996
Education
San Diego State University-California State University 1989 — 1994
Bachelors of Arts, Industrial/Organizational Psychology
David Hyun Soo Lee's Morgan Stanley Smith Barney Experience December 2009 - June 2011
Job Merrill Lynch, Pierce, Fenner & Smith Inc
Industry Investment Management
Experience
Merrill Lynch July 2011 - Present
Morgan Stanley Smith Barney December 2009 - June 2011
Chosun Ilbo March 2007 - December 2010
KOTRA January 2007 - December 2010
Venture Source Group LLC February 2003 - December 2010
Skills
Start-ups, Mergers & Acquisitions, Financial Modeling, Venture Capital, Private Equity, Investments, Strategic Partnerships, Entrepreneurship, Business Development, Business Strategy, Business Planning, Hedge Funds, Asset Management, Finance, Risk Management, Corporate Development, Derivatives, Investment Management, Strategic Financial..., Analysis, Mutual Funds, Financial Planning, Marketing
Education
Stanford University 2008 — 2010
Continuing Studies, Business & Economics
San Francisco State University, College of Business 2001 — 2003
MBA, Finance
San Francisco State University, College of Business 2001 — 2003
MBA, Business
Merrill Lynch July 2011 - Present
Morgan Stanley Smith Barney December 2009 - June 2011
Chosun Ilbo March 2007 - December 2010
KOTRA January 2007 - December 2010
Venture Source Group LLC February 2003 - December 2010
Skills
Start-ups, Mergers & Acquisitions, Financial Modeling, Venture Capital, Private Equity, Investments, Strategic Partnerships, Entrepreneurship, Business Development, Business Strategy, Business Planning, Hedge Funds, Asset Management, Finance, Risk Management, Corporate Development, Derivatives, Investment Management, Strategic Financial..., Analysis, Mutual Funds, Financial Planning, Marketing
Education
Stanford University 2008 — 2010
Continuing Studies, Business & Economics
San Francisco State University, College of Business 2001 — 2003
MBA, Finance
San Francisco State University, College of Business 2001 — 2003
MBA, Business
Matthew D. Pappas Matthew D. Pappas's Morgan Stanley Smith Barney Experience 2009 - 2010
Job Associate Vice PresidentInvestment Officer, The Cottonwood Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
The Cottonwood Group of Wells Fargo Advisors, LLC October 2010 - Present
Morgan Stanley Smith Barney 2009 - 2010
MP Real Estate 2005 - 2009
Morgan Stanley 2001 - 2004
Skills
Investments, Equities, Finance, Financial Analysis, Fixed Income, Business Strategy, Asset Allocation, Risk Management, Retirement Planning, Alternative Investments
Education
Santa Clara University - Leavey School of Business 2005 — 2009
Bachelor of Science in Commerce, Finance and Economics
Juan Diego Catholic High School 2000 — 2005
The Cottonwood Group of Wells Fargo Advisors, LLC October 2010 - Present
Morgan Stanley Smith Barney 2009 - 2010
MP Real Estate 2005 - 2009
Morgan Stanley 2001 - 2004
Skills
Investments, Equities, Finance, Financial Analysis, Fixed Income, Business Strategy, Asset Allocation, Risk Management, Retirement Planning, Alternative Investments
Education
Santa Clara University - Leavey School of Business 2005 — 2009
Bachelor of Science in Commerce, Finance and Economics
Juan Diego Catholic High School 2000 — 2005
Steven Dusan Wiebe's Morgan Stanley Smith Barney Experience June 2008 - September 2008
Job Specialist at Delta Air Lines
Industry Airlines/Aviation
Experience
Delta Air Lines May 2014 - Present
Delta Air Lines May 2012 - May 2014
Delta Air Lines February 2011 - May 2012
Delta Air Lines April 2010 - February 2011
Congressman Gingrey June 2009 - February 2011
Seton Hall University September 2005 - May 2009
Morgan Stanley Smith Barney June 2008 - September 2008
Seton Halls Economics Team for New York Federal Reserve Challenge 2008 - 2008
Skills
Economics, Microsoft Excel, Marketing, Finance, Research, Airline Economics, Time Management, Operations Management, Data Analysis
Education
Seton Hall University 2005 — 2009
BA, Economics and Sociology, Cum Laude
Delta Air Lines May 2014 - Present
Delta Air Lines May 2012 - May 2014
Delta Air Lines February 2011 - May 2012
Delta Air Lines April 2010 - February 2011
Congressman Gingrey June 2009 - February 2011
Seton Hall University September 2005 - May 2009
Morgan Stanley Smith Barney June 2008 - September 2008
Seton Halls Economics Team for New York Federal Reserve Challenge 2008 - 2008
Skills
Economics, Microsoft Excel, Marketing, Finance, Research, Airline Economics, Time Management, Operations Management, Data Analysis
Education
Seton Hall University 2005 — 2009
BA, Economics and Sociology, Cum Laude
Alexander A. Aiello's Morgan Stanley Smith Barney Experience September 2010 - December 2011
Job VP – Private Client Advisor JPMorgan Chase Bank N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. December 2011 - Present
Morgan Stanley Smith Barney September 2010 - December 2011
UBS Financial Services May 2009 - August 2010
Public Service Enterprise Group May 2008 - January 2009
Summit Financial Resources December 2007 - May 2008
Education
Seton Hall University 2006 — 2010
Bachelor of Science; Bachelor of Science; Certificate, Finance; Management; Entrepreneurial Studies
American University of Rome
Bachelor of Science, Finance
JPMorgan Chase Bank N.A. December 2011 - Present
Morgan Stanley Smith Barney September 2010 - December 2011
UBS Financial Services May 2009 - August 2010
Public Service Enterprise Group May 2008 - January 2009
Summit Financial Resources December 2007 - May 2008
Education
Seton Hall University 2006 — 2010
Bachelor of Science; Bachelor of Science; Certificate, Finance; Management; Entrepreneurial Studies
American University of Rome
Bachelor of Science, Finance
Richard Henn, MBA's Morgan Stanley Smith Barney Experience November 2009 - March 2012
Job Vice President CEO Advisor Institute at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds December 2014 - Present
Pennsbury Athletic Association October 2014 - Present
ReminderMedia April 2012 - September 2014
Morgan Stanley Smith Barney November 2009 - March 2012
Morgan Stanley Smith Barney January 2006 - October 2009
Smith Barney July 2004 - December 2005
Smith Barney May 2003 - June 2004
Smith Barney January 2001 - April 2003
Smith Barney November 1997 - December 2000
Skills
Wealth Management, Portfolio Management, Series 63, Series 7, Mutual Funds, Investments, Asset Allocation, Alternative Investments, Retirement Planning, Securities, Investment Advisory, Asset Management, FINRA, Bonds, Hedge Funds, Investment Strategies, Trading, Fixed Income, Series 24, Corporate Branding, Financial Advisory, Equities, Strategic Planning, Business Intelligence, Marketing Strategy, 401k, Financial Services, Investment Management
Education
Villanova University 1988 — 1992
Bachelor of Science (B.S.), Finance, General
Seton Hall University 1992 — 1994
Master of Business Administration (M.B.A.), Finance, General
OppenheimerFunds December 2014 - Present
Pennsbury Athletic Association October 2014 - Present
ReminderMedia April 2012 - September 2014
Morgan Stanley Smith Barney November 2009 - March 2012
Morgan Stanley Smith Barney January 2006 - October 2009
Smith Barney July 2004 - December 2005
Smith Barney May 2003 - June 2004
Smith Barney January 2001 - April 2003
Smith Barney November 1997 - December 2000
Skills
Wealth Management, Portfolio Management, Series 63, Series 7, Mutual Funds, Investments, Asset Allocation, Alternative Investments, Retirement Planning, Securities, Investment Advisory, Asset Management, FINRA, Bonds, Hedge Funds, Investment Strategies, Trading, Fixed Income, Series 24, Corporate Branding, Financial Advisory, Equities, Strategic Planning, Business Intelligence, Marketing Strategy, 401k, Financial Services, Investment Management
Education
Villanova University 1988 — 1992
Bachelor of Science (B.S.), Finance, General
Seton Hall University 1992 — 1994
Master of Business Administration (M.B.A.), Finance, General
Shaun Friedman Shaun Friedman's Morgan Stanley Smith Barney Experience 2010 - 2011
Job Analytics Manager at R/GA
Industry Internet
Experience
R/GA August 2014 - Present
BBDO June 2012 - August 2014
Bankrate, Inc. 2011 - 2012
Morgan Stanley Smith Barney 2010 - 2011
Gate Gourmet 2009 - 2009
ITT 2008 - 2009
Skills
Web Analytics, Google Analytics, Digital Marketing, Analysis, User Experience, Omniture, Corporate Websites, SEO, Digital Media, Business Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Online Advertising, Digital Strategy, A/B testing, Attribution Modeling, PPC, SEM, Multivariate Analysis, KPI implementation, Visual Basic, Competitive Analysis, KPI Reports, KPI Dashboards, Experian Hitwise, Coremetrics Analytics, WebTrends Analytics, Internet Services, Forecasting, Financial Analysis, Financial Modeling, Financial Forecasting, Variance Analysis, Process Improvement, Business Process..., SAS Base, Problem Solving, Adobe Creative Suite, Dreamweaver, comScore, ClickTracks
Education
University of Massachusetts, Amherst 2004 — 2008
BA, Economics
Shaanxi Normal University 2007 — 2007
Chinese (Mandarin)
The Berkshire School 2002 — 2004
R/GA August 2014 - Present
BBDO June 2012 - August 2014
Bankrate, Inc. 2011 - 2012
Morgan Stanley Smith Barney 2010 - 2011
Gate Gourmet 2009 - 2009
ITT 2008 - 2009
Skills
Web Analytics, Google Analytics, Digital Marketing, Analysis, User Experience, Omniture, Corporate Websites, SEO, Digital Media, Business Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Online Advertising, Digital Strategy, A/B testing, Attribution Modeling, PPC, SEM, Multivariate Analysis, KPI implementation, Visual Basic, Competitive Analysis, KPI Reports, KPI Dashboards, Experian Hitwise, Coremetrics Analytics, WebTrends Analytics, Internet Services, Forecasting, Financial Analysis, Financial Modeling, Financial Forecasting, Variance Analysis, Process Improvement, Business Process..., SAS Base, Problem Solving, Adobe Creative Suite, Dreamweaver, comScore, ClickTracks
Education
University of Massachusetts, Amherst 2004 — 2008
BA, Economics
Shaanxi Normal University 2007 — 2007
Chinese (Mandarin)
The Berkshire School 2002 — 2004
Steve Burch, CFP, CRPC Steve Burch, CFP, CRPC's Morgan Stanley Smith Barney Experience January 2005 - July 2009
Job Financial Advisor at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. June 2012 - Present
Merrill Lynch July 2009 - June 2012
Morgan Stanley Smith Barney January 2005 - July 2009
PHCC of Texas June 1998 - January 2005
Modern Plumbing Co., Inc. January 1994 - December 2004
Casa Ole' Mexican Restaurant December 1992 - January 1993
Education
University of St. Thomas (TX) 2003 — 2004
CFP, Personal Finance
Texas A&M University 1989 — 1992
BS, Economics
San Jacinto College 1988 — 1989
General Studies
UBS Financial Services Inc. June 2012 - Present
Merrill Lynch July 2009 - June 2012
Morgan Stanley Smith Barney January 2005 - July 2009
PHCC of Texas June 1998 - January 2005
Modern Plumbing Co., Inc. January 1994 - December 2004
Casa Ole' Mexican Restaurant December 1992 - January 1993
Education
University of St. Thomas (TX) 2003 — 2004
CFP, Personal Finance
Texas A&M University 1989 — 1992
BS, Economics
San Jacinto College 1988 — 1989
General Studies
Malwina Wnorowska Malwina Wnorowska's Morgan Stanley Smith Barney Experience March 2011 - May 2011
Job Sr. Client Strategist at Drawbridge Inc.
Industry Online Media
Experience
Drawbridge Inc. February 2015 - Present
Drawbridge, Inc. August 2013 - Present
SKOUT February 2012 - May 2013
Morgan Stanley Smith Barney March 2011 - May 2011
Skills
Mobile Applications, Online Dating, Mobile Advertising, Administrative..., Polish, Social Networking, Online Advertising, Mobile Devices, Performance Based..., Web Analytics, Mobile Marketing, Advertising, Digital Marketing, Online Marketing, Digital Media, Strategic Partnerships, Digital Strategy, Start-ups
Education
UC Davis 2009 — 2011
Bachelor of Science (B.S.), Managerial Economics, 3.77
Sierra College 2007 — 2009
GE, Business, 3.75
Drawbridge Inc. February 2015 - Present
Drawbridge, Inc. August 2013 - Present
SKOUT February 2012 - May 2013
Morgan Stanley Smith Barney March 2011 - May 2011
Skills
Mobile Applications, Online Dating, Mobile Advertising, Administrative..., Polish, Social Networking, Online Advertising, Mobile Devices, Performance Based..., Web Analytics, Mobile Marketing, Advertising, Digital Marketing, Online Marketing, Digital Media, Strategic Partnerships, Digital Strategy, Start-ups
Education
UC Davis 2009 — 2011
Bachelor of Science (B.S.), Managerial Economics, 3.77
Sierra College 2007 — 2009
GE, Business, 3.75
Tom Lenze Tom Lenze's Morgan Stanley Smith Barney Experience 1990 - 2012
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2012 - Present
Morgan Stanley Smith Barney 1990 - 2012
Oppenheimer & Co. 1982 - 1989
Skills
Investments, Equities, Securities, Alternative Investments, Asset Allocation, Investment Strategies, Mutual Funds, Fixed Income, Hedge Funds, Retirement Planning, Investment Banking, Capital Markets, Retirement, Financial Modeling, Financial Services, Risk Management, Separately Managed..., ETFs, Corporate Finance, Venture Capital, 401k, Private Equity, IRAs, Due Diligence, Financial Analysis, Insurance, Investment Advisory
Education
Seattle University 1967 — 1971
BABA, Marketing
Wells Fargo Advisors, LLC September 2012 - Present
Morgan Stanley Smith Barney 1990 - 2012
Oppenheimer & Co. 1982 - 1989
Skills
Investments, Equities, Securities, Alternative Investments, Asset Allocation, Investment Strategies, Mutual Funds, Fixed Income, Hedge Funds, Retirement Planning, Investment Banking, Capital Markets, Retirement, Financial Modeling, Financial Services, Risk Management, Separately Managed..., ETFs, Corporate Finance, Venture Capital, 401k, Private Equity, IRAs, Due Diligence, Financial Analysis, Insurance, Investment Advisory
Education
Seattle University 1967 — 1971
BABA, Marketing
Akina Lee Akina Lee's Morgan Stanley Smith Barney Experience February 2011 - Present
Job Executive Assistant at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 2011 - Present
Citibank June 2009 - January 2011
Cypress Semiconductor June 2007 - April 2009
Education
San Francisco State University 2003 — 2007
Bachelor of Arts (B.A.), Business Administration and Management, General
Morgan Stanley Smith Barney February 2011 - Present
Citibank June 2009 - January 2011
Cypress Semiconductor June 2007 - April 2009
Education
San Francisco State University 2003 — 2007
Bachelor of Arts (B.A.), Business Administration and Management, General
Karina Galan Karina Galan's Morgan Stanley Smith Barney Experience March 2012 - July 2012
Job Caregiver at Accredited Nursing
Industry Hospital & Health Care
Experience
Accredited Nursing October 2012 - Present
Morgan Stanley Smith Barney March 2012 - July 2012
Royal Prestige September 2005 - August 2006
Skills
Accounting, Cold Calling, Databases, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Word, Finance, Microsoft Office, Customer Service, Time Management, Outlook, Teamwork
Education
California State University 2010 — 2012
B.S, Finance
Santa Monica College 2007 — 2010
AA, Liberal Arts
Accredited Nursing October 2012 - Present
Morgan Stanley Smith Barney March 2012 - July 2012
Royal Prestige September 2005 - August 2006
Skills
Accounting, Cold Calling, Databases, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Word, Finance, Microsoft Office, Customer Service, Time Management, Outlook, Teamwork
Education
California State University 2010 — 2012
B.S, Finance
Santa Monica College 2007 — 2010
AA, Liberal Arts
Adam Buttaro Adam Buttaro's Morgan Stanley Smith Barney Experience March 2012 - August 2012
Job Sales Training Manager at Signpost
Industry Information Technology and Services
Experience
Signpost June 2015 - Present
Signpost February 2015 - June 2015
Signpost January 2015 - February 2015
Signpost August 2013 - January 2015
Felix-Intelligent Local Advertising February 2013 - August 2013
Morgan Stanley Smith Barney March 2012 - August 2012
Hudson Securities / Rodman & Renshaw May 2010 - June 2011
Skills
Investments, Bloomberg, Equities, Financial Modeling, Series 7, Management, Microsoft Excel, Hedge Funds, Finance, Trading, Fixed Income, Securities, Sales, Equity Trading, Marketing
Education
Seton Hall University 2006 — 2010
Bachelor of Science (B.S.), Finance
Signpost June 2015 - Present
Signpost February 2015 - June 2015
Signpost January 2015 - February 2015
Signpost August 2013 - January 2015
Felix-Intelligent Local Advertising February 2013 - August 2013
Morgan Stanley Smith Barney March 2012 - August 2012
Hudson Securities / Rodman & Renshaw May 2010 - June 2011
Skills
Investments, Bloomberg, Equities, Financial Modeling, Series 7, Management, Microsoft Excel, Hedge Funds, Finance, Trading, Fixed Income, Securities, Sales, Equity Trading, Marketing
Education
Seton Hall University 2006 — 2010
Bachelor of Science (B.S.), Finance
Ahmed Kohsar Ahmed Kohsar's Morgan Stanley Smith Barney Experience January 2007 - June 2007
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
Wells Fargo Securities April 2012 - June 2014
Bentley Associates, L.P. September 2010 - March 2012
Cedar Street Capital, LLC June 2010 - August 2010
Edible Arrangements July 2009 - February 2010
Morgan Stanley Smith Barney January 2007 - June 2007
Education
Seton Hall University 2004 — 2009
Bachelor of Science, Business Administration with Finance Concentration
Wells Fargo Securities April 2012 - June 2014
Bentley Associates, L.P. September 2010 - March 2012
Cedar Street Capital, LLC June 2010 - August 2010
Edible Arrangements July 2009 - February 2010
Morgan Stanley Smith Barney January 2007 - June 2007
Education
Seton Hall University 2004 — 2009
Bachelor of Science, Business Administration with Finance Concentration
William Jones, CFP® William Jones, CFP®'s Morgan Stanley Smith Barney Experience May 1996 - October 2007
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2007 - Present
Morgan Stanley Smith Barney May 1996 - October 2007
Education
San Diego State University-California State University 1986 — 1991
Bachelor of Arts (B.A.), Economics
Wells Fargo Advisors, LLC October 2007 - Present
Morgan Stanley Smith Barney May 1996 - October 2007
Education
San Diego State University-California State University 1986 — 1991
Bachelor of Arts (B.A.), Economics
Ashley Laustsen Ashley Laustsen's Morgan Stanley Smith Barney Experience January 2008 - April 2008
Job Portfolio Compliance, Separate and Offshore Accounts Analyst at PIMCO
Industry Investment Management
Experience
PIMCO May 2012 - Present
PIMCO September 2010 - April 2012
Empirical Wealth Management June 2008 - August 2008
Morgan Stanley Smith Barney January 2008 - April 2008
Skills
Currency, Outlook, Fixed Income, Derivatives, Microsoft Excel
Education
Sciences Po Paris 2008 — 2009
International Relations, European Affairs
University of Washington 2004 — 2008
Bachelor of Arts (B.A.), Economics, Political Science
PIMCO May 2012 - Present
PIMCO September 2010 - April 2012
Empirical Wealth Management June 2008 - August 2008
Morgan Stanley Smith Barney January 2008 - April 2008
Skills
Currency, Outlook, Fixed Income, Derivatives, Microsoft Excel
Education
Sciences Po Paris 2008 — 2009
International Relations, European Affairs
University of Washington 2004 — 2008
Bachelor of Arts (B.A.), Economics, Political Science
Christina Nuzzo Christina Nuzzo's Morgan Stanley Smith Barney Experience April 2010 - January 2012
Job Vice President and Wealth Advisory Consultant at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2010 - January 2012
Merrill Lynch 2007 - April 2010
PNC Wealth Management July 2005 - March 2007
Hudson United Bank Wealth Management February 2000 - July 2005
Hudson United Bank June 1997 - February 2000
Unilever 1990 - 1991
Skills
Wealth Management, Estate Planning, Financial Planning, Trusts, Retirement Planning, High Net Worth..., Wealth, Strategic Financial...
Education
Seton Hall University School of Law 1994 — 1997
Juris Doctor, Law
University of Amsterdam 1989 — 1990
International Relations/ International Law
Dwight Englewood School 1983 — 1985
High School
Neumann Prep
Morgan Stanley Smith Barney April 2010 - January 2012
Merrill Lynch 2007 - April 2010
PNC Wealth Management July 2005 - March 2007
Hudson United Bank Wealth Management February 2000 - July 2005
Hudson United Bank June 1997 - February 2000
Unilever 1990 - 1991
Skills
Wealth Management, Estate Planning, Financial Planning, Trusts, Retirement Planning, High Net Worth..., Wealth, Strategic Financial...
Education
Seton Hall University School of Law 1994 — 1997
Juris Doctor, Law
University of Amsterdam 1989 — 1990
International Relations/ International Law
Dwight Englewood School 1983 — 1985
High School
Neumann Prep
David Halperin David Halperin's Morgan Stanley Smith Barney Experience 2000 - 2009
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2009 - Present
Morgan Stanley Smith Barney 2000 - 2009
A.G. Edwards & Sons, Inc., a predecessor firm of Wells Fargo Advisors, LLC 1995 - 2000
Skills
Investments, Finance, Financial Services, Insurance, Private Equity, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Customer Service, Asset Allocation, Due Diligence, Corporate Finance, Managerial Finance, 401k Rollovers, estate investment..., Investment Planning, Investment Strategies, Multigenerational..., Relationship Planning, Retirement Savings, Risk Management, Securities, Stock Analysis, Tax Efficient Planning, Wealth Preservation..., Strategic Planning
Education
San Francisco State University, College of Business
Business
Wells Fargo Advisors, LLC February 2009 - Present
Morgan Stanley Smith Barney 2000 - 2009
A.G. Edwards & Sons, Inc., a predecessor firm of Wells Fargo Advisors, LLC 1995 - 2000
Skills
Investments, Finance, Financial Services, Insurance, Private Equity, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Customer Service, Asset Allocation, Due Diligence, Corporate Finance, Managerial Finance, 401k Rollovers, estate investment..., Investment Planning, Investment Strategies, Multigenerational..., Relationship Planning, Retirement Savings, Risk Management, Securities, Stock Analysis, Tax Efficient Planning, Wealth Preservation..., Strategic Planning
Education
San Francisco State University, College of Business
Business
Patrick Kearney, CRPC® Patrick Kearney, CRPC®'s Morgan Stanley Smith Barney Experience January 1992 - January 2009
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2009 - Present
Morgan Stanley Smith Barney January 1992 - January 2009
Skills
Investments, Asset Allocation, Retirement Planning, Insurance, Mutual Funds, Life Insurance, Fixed Income Strategies, Strategic Planning, Investment Planning, Estate Invvestment...
Education
San Diego State University-California State University 1976 — 1979
Bachelor of Applied Science (B.A.Sc.), Business Administration, Management and Operations
Wells Fargo Advisors, LLC January 2009 - Present
Morgan Stanley Smith Barney January 1992 - January 2009
Skills
Investments, Asset Allocation, Retirement Planning, Insurance, Mutual Funds, Life Insurance, Fixed Income Strategies, Strategic Planning, Investment Planning, Estate Invvestment...
Education
San Diego State University-California State University 1976 — 1979
Bachelor of Applied Science (B.A.Sc.), Business Administration, Management and Operations
Brian Belcher Brian Belcher's Morgan Stanley Smith Barney Experience June 2007 - September 2007
Job Business Development at LoadDOCs
Industry Transportation/Trucking/Railroad
Experience
LoadDOCs March 2015 - Present
Addepar December 2013 - March 2015
Addepar May 2011 - December 2013
Computod@s September 2009 - January 2011
Mercado Global June 2009 - January 2010
Santa Clara University Endowment Fund September 2008 - June 2009
Deloitte & Touche June 2008 - September 2008
Morgan Stanley Smith Barney June 2007 - September 2007
Skills
Investments, Valuation, Corporate Development, Hedge Funds, Portfolio Management, Nonprofits, Financial Analysis, Entrepreneurship, Product Management, Business Strategy, Strategy, Venture Capital, Financial Modeling, Equities, Start-ups, Private Equity, Due Diligence, Alternative Investments, Asset Management, Mergers & Acquisitions, Corporate Finance, Sourcing, Fantasy Football, Wealth Management, Finance, Analytics, Investment Banking, Coffee
Education
Santa Clara University - Leavey School of Business 2005 — 2009
Commerce, Finance and Economics
Eastlake
LoadDOCs March 2015 - Present
Addepar December 2013 - March 2015
Addepar May 2011 - December 2013
Computod@s September 2009 - January 2011
Mercado Global June 2009 - January 2010
Santa Clara University Endowment Fund September 2008 - June 2009
Deloitte & Touche June 2008 - September 2008
Morgan Stanley Smith Barney June 2007 - September 2007
Skills
Investments, Valuation, Corporate Development, Hedge Funds, Portfolio Management, Nonprofits, Financial Analysis, Entrepreneurship, Product Management, Business Strategy, Strategy, Venture Capital, Financial Modeling, Equities, Start-ups, Private Equity, Due Diligence, Alternative Investments, Asset Management, Mergers & Acquisitions, Corporate Finance, Sourcing, Fantasy Football, Wealth Management, Finance, Analytics, Investment Banking, Coffee
Education
Santa Clara University - Leavey School of Business 2005 — 2009
Commerce, Finance and Economics
Eastlake
Thomas Pantaleo Thomas Pantaleo's Morgan Stanley Smith Barney Experience June 1996 - July 1996
Job Major Account Executive at Supermedia
Industry Marketing and Advertising
Experience
Supermedia May 2001 - Present
Computer Horizons Corporation January 1998 - April 2001
Morgan Stanley Smith Barney June 1996 - July 1996
Boynton Brothers & Company September 1993 - May 1995
Skills
SEM, Salesforce.com, Lead Generation, Account Management, Online Advertising, Cold Calling, Social Media Marketing, Sales Presentations, Online Marketing, B2B, Digital Marketing, Advertising Sales, Marketing Strategy, Mobile Marketing, Advertising, Direct Marketing, Sales, Marketing
Education
Seton Hall University
MBA, Finance
Seton Hall University
Bachelor of Science Degree, Finance
Supermedia May 2001 - Present
Computer Horizons Corporation January 1998 - April 2001
Morgan Stanley Smith Barney June 1996 - July 1996
Boynton Brothers & Company September 1993 - May 1995
Skills
SEM, Salesforce.com, Lead Generation, Account Management, Online Advertising, Cold Calling, Social Media Marketing, Sales Presentations, Online Marketing, B2B, Digital Marketing, Advertising Sales, Marketing Strategy, Mobile Marketing, Advertising, Direct Marketing, Sales, Marketing
Education
Seton Hall University
MBA, Finance
Seton Hall University
Bachelor of Science Degree, Finance
Richard R. Leo Richard R. Leo's Morgan Stanley Smith Barney Experience July 2012 - December 2012
Job Analyst, Corporate P&A at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2014 - Present
Morgan Stanley Wealth Management December 2012 - July 2014
Morgan Stanley Smith Barney July 2012 - December 2012
The Ayco Company, L.P., a Goldman Sachs Company August 2011 - May 2012
Merrill Lynch June 2010 - August 2010
Skills
Bloomberg Certified..., Morningstar, Capital IQ, Bloomberg, Finance, Mutual Funds, Equities, Bloomberg Terminal, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Investments, Thompson One, Corporate Finance, Microsoft Office, Series 7, Wealth Management, Portfolio Management
Education
Siena College 2008 — 2012
Bachelor of Science (B.S.), Finance
JPMorgan Chase July 2014 - Present
Morgan Stanley Wealth Management December 2012 - July 2014
Morgan Stanley Smith Barney July 2012 - December 2012
The Ayco Company, L.P., a Goldman Sachs Company August 2011 - May 2012
Merrill Lynch June 2010 - August 2010
Skills
Bloomberg Certified..., Morningstar, Capital IQ, Bloomberg, Finance, Mutual Funds, Equities, Bloomberg Terminal, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Investments, Thompson One, Corporate Finance, Microsoft Office, Series 7, Wealth Management, Portfolio Management
Education
Siena College 2008 — 2012
Bachelor of Science (B.S.), Finance
Kaitlin Davis-Allen Kaitlin Davis-Allen's Morgan Stanley Smith Barney Experience June 2009 - September 2009
Job at Accel Partners
Industry Financial Services
Experience
Accel Partners June 2011 - Present
Satmetrix Systems October 2010 - June 2011
SGC Financial March 2010 - October 2010
Morgan Stanley Smith Barney June 2009 - September 2009
The United States Senate June 2008 - September 2009
Santa Clara University September 2007 - June 2009
Santa Clara University January 2007 - March 2008
Skills
Financial Modeling, Microsoft Excel, Financial Analysis
Education
Santa Clara University - Leavey School of Business 2006 — 2010
Bachelors, Finance
Jesuit High School
Accel Partners June 2011 - Present
Satmetrix Systems October 2010 - June 2011
SGC Financial March 2010 - October 2010
Morgan Stanley Smith Barney June 2009 - September 2009
The United States Senate June 2008 - September 2009
Santa Clara University September 2007 - June 2009
Santa Clara University January 2007 - March 2008
Skills
Financial Modeling, Microsoft Excel, Financial Analysis
Education
Santa Clara University - Leavey School of Business 2006 — 2010
Bachelors, Finance
Jesuit High School
Tom Harms's Morgan Stanley Smith Barney Experience 1986 - August 2011
Job Senior Vice President at Fidelity Institutional Wealth Management
Industry Financial Services
Experience
Fidelity Institutional Wealth Management June 2012 - Present
Fidelity Institutional August 2011 - July 2012
Morgan Stanley Smith Barney 1986 - August 2011
Morgan Stanley September 1986 - June 2003
Morgan Stanley 1996 - 2000
Skills
Risk Management, FINRA, Series 24, Private Wealth..., Options, Series 3, Series 65, Wealth Management, Wealth Management...
Education
Seton Hall University 1981 — 1985
BA, Communication
Virginia Military Institute 1976 — 1979
BS
Fidelity Institutional Wealth Management June 2012 - Present
Fidelity Institutional August 2011 - July 2012
Morgan Stanley Smith Barney 1986 - August 2011
Morgan Stanley September 1986 - June 2003
Morgan Stanley 1996 - 2000
Skills
Risk Management, FINRA, Series 24, Private Wealth..., Options, Series 3, Series 65, Wealth Management, Wealth Management...
Education
Seton Hall University 1981 — 1985
BA, Communication
Virginia Military Institute 1976 — 1979
BS
Daniel J. Keating Daniel J. Keating's Morgan Stanley Smith Barney Experience May 2007 - March 2009
Job VP, Premier Banker at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank May 2014 - Present
HSBC October 2011 - June 2012
MassMutual Financial Group May 2009 - October 2011
Morgan Stanley Smith Barney May 2007 - March 2009
The Ayco Company 2001 - 2007
Chase 1989 - 1990
Skills
Personal Financial..., Finance, Strategic Financial..., Investments, Retirement Planning, Series 7, Wealth Management, Estate Planning, Portfolio Management, Investment Advisory, Mutual Funds, Series 63, Retirement, Asset Allocation, Investment Strategies, Sales, Asset Management, Financial Analysis, Equities, Securities
Education
Siena College 1980 — 1984
BS, Marketing & Management; Finance
SunTrust Bank May 2014 - Present
HSBC October 2011 - June 2012
MassMutual Financial Group May 2009 - October 2011
Morgan Stanley Smith Barney May 2007 - March 2009
The Ayco Company 2001 - 2007
Chase 1989 - 1990
Skills
Personal Financial..., Finance, Strategic Financial..., Investments, Retirement Planning, Series 7, Wealth Management, Estate Planning, Portfolio Management, Investment Advisory, Mutual Funds, Series 63, Retirement, Asset Allocation, Investment Strategies, Sales, Asset Management, Financial Analysis, Equities, Securities
Education
Siena College 1980 — 1984
BS, Marketing & Management; Finance
Tracy Silvey Tracy Silvey's Morgan Stanley Smith Barney Experience June 2005 - December 2005
Job Administrative Business Partner
Industry Information Technology and Services
Experience
Google Inc. May 2011 - Present
Accel Partners November 2007 - May 2011
Benchmark Capital February 2007 - November 2007
Morgan Stanley Smith Barney June 2005 - December 2005
Skills
Administrative..., Outlook, Venture Capital, Mergers & Acquisitions, Microsoft Excel, Management, Private Equity
Education
Santa Clara University School of Law 2013 — 2016
Candidate for J.D., December 2016
Santa Clara University - Leavey School of Business 2002 — 2006
Finance, Business
Google Inc. May 2011 - Present
Accel Partners November 2007 - May 2011
Benchmark Capital February 2007 - November 2007
Morgan Stanley Smith Barney June 2005 - December 2005
Skills
Administrative..., Outlook, Venture Capital, Mergers & Acquisitions, Microsoft Excel, Management, Private Equity
Education
Santa Clara University School of Law 2013 — 2016
Candidate for J.D., December 2016
Santa Clara University - Leavey School of Business 2002 — 2006
Finance, Business
Patrick Jordan, AAMS®, AIF®, CRPS®'s Morgan Stanley Smith Barney Experience 1997 - 1999
Job Financial Advisor, 401k Consultant: We provide common sense financial solutions that give you financial confidence.
Industry Financial Services
Experience
Black Mountain Wealth Management December 2011 - Present
TriCor Financial LLC January 2010 - December 2011
Integrity Business Professionals Chapter BNI Las Vegas October 2010 - September 2011
The Attitude of Money Radio Show 2010 - June 2011
Edward Jones August 2001 - January 2010
Morgan Stanley Smith Barney 1997 - 1999
Skills
Strategic Financial..., Global Investment..., How to choose a..., Investment Portfolio...
Education
San Francisco State University 1986 — 1990
BS, International Finance
Black Mountain Wealth Management December 2011 - Present
TriCor Financial LLC January 2010 - December 2011
Integrity Business Professionals Chapter BNI Las Vegas October 2010 - September 2011
The Attitude of Money Radio Show 2010 - June 2011
Edward Jones August 2001 - January 2010
Morgan Stanley Smith Barney 1997 - 1999
Skills
Strategic Financial..., Global Investment..., How to choose a..., Investment Portfolio...
Education
San Francisco State University 1986 — 1990
BS, International Finance
JoAnn Grady, CEP JoAnn Grady, CEP's Morgan Stanley Smith Barney Experience 1983 - September 2010
Job at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2010 - Present
Morgan Stanley Smith Barney 1983 - September 2010
Citi Smith Barney 2006 - 2008
Citi Smith Barney 2003 - 2006
Citi Smith Barney 1998 - 2003
Education
Seton Hall University 1979 — 1983
BA, Accounting
Bank of America Merrill Lynch July 2010 - Present
Morgan Stanley Smith Barney 1983 - September 2010
Citi Smith Barney 2006 - 2008
Citi Smith Barney 2003 - 2006
Citi Smith Barney 1998 - 2003
Education
Seton Hall University 1979 — 1983
BA, Accounting
Jeffrey Gonyo's Morgan Stanley Smith Barney Experience July 2003 - May 2014
Job Divisional President Steward Partners Global Advisory, Founding Partner and Wealth Manager
Industry Financial Services
Experience
Steward Partners Global Advisory May 2014 - Present
Morgan Stanley Smith Barney July 2003 - May 2014
Morgan Stanley Smith Barney 2007 - 2011
Merrill Lynch June 1993 - July 2003
Skills
Finance, Wealth Management..., Bonds, Fixed Income, Financial Services, Fixed Annuities, Wealth, High Net Worth..., Hedge Funds, Options, Financial Planners, Capital Markets
Education
Siena College 1991 — 1993
Bachelor of Science, Finance
SUNY Plattsburgh 1989 — 1991
Accounting and Finance
Steward Partners Global Advisory May 2014 - Present
Morgan Stanley Smith Barney July 2003 - May 2014
Morgan Stanley Smith Barney 2007 - 2011
Merrill Lynch June 1993 - July 2003
Skills
Finance, Wealth Management..., Bonds, Fixed Income, Financial Services, Fixed Annuities, Wealth, High Net Worth..., Hedge Funds, Options, Financial Planners, Capital Markets
Education
Siena College 1991 — 1993
Bachelor of Science, Finance
SUNY Plattsburgh 1989 — 1991
Accounting and Finance
M Katherine (Katie) Pieper M Katherine (Katie) Pieper's Morgan Stanley Smith Barney Experience February 2000 - August 2009
Job Managing Principal at Unionview Investment Group LLC
Industry Financial Services
Experience
Unionview Investment Group LLC August 2009 - Present
Morgan Stanley Smith Barney February 2000 - August 2009
Smith Barney/Salomon Smith Barney September 1992 - January 2000
Shearson Lehman April 1989 - August 1992
Alex. Brown & Sons June 1987 - February 1989
First Albany Corp. May 1986 - May 1987
Education
Seattle University 1991 — 1994
MS, Finance
University of Tennessee-Knoxville 1979 — 1983
BA, Political Science
Unionview Investment Group LLC August 2009 - Present
Morgan Stanley Smith Barney February 2000 - August 2009
Smith Barney/Salomon Smith Barney September 1992 - January 2000
Shearson Lehman April 1989 - August 1992
Alex. Brown & Sons June 1987 - February 1989
First Albany Corp. May 1986 - May 1987
Education
Seattle University 1991 — 1994
MS, Finance
University of Tennessee-Knoxville 1979 — 1983
BA, Political Science
Michele Vignogna Michele Vignogna's Morgan Stanley Smith Barney Experience June 2010 - August 2011
Job Wealth Advisory Associate at Morgan Stanley
Industry Financial Services
Experience
London Computer Systems May 2014 - Present
Morgan Stanley March 2013 - April 2014
UnAltroMondo ONLUS June 2012 - August 2012
Morgan Stanley Smith Barney June 2010 - August 2011
Morgan Stanley Smith Barney July 2007 - August 2011
Morgan Stanley Smith Barney June 2008 - December 2009
Morgan Stanley Smith Barney July 2007 - December 2007
Citi Smith Barney February 2004 - May 2007
Skills
ACT!, Italian (basic), Series 7, Series 66, Italian, Financial Services, Securities, Uniform Combined State..., Analysis, Financial Analysis, Forecasting
Education
SDA Bocconi 2011 — 2012
Master of Business Administration (MBA)
Augusta State University, James M. Hull College of Business 2002 — 2007
Bachelor of Business Administration (B.B.A.), Finance, 3.52
London Computer Systems May 2014 - Present
Morgan Stanley March 2013 - April 2014
UnAltroMondo ONLUS June 2012 - August 2012
Morgan Stanley Smith Barney June 2010 - August 2011
Morgan Stanley Smith Barney July 2007 - August 2011
Morgan Stanley Smith Barney June 2008 - December 2009
Morgan Stanley Smith Barney July 2007 - December 2007
Citi Smith Barney February 2004 - May 2007
Skills
ACT!, Italian (basic), Series 7, Series 66, Italian, Financial Services, Securities, Uniform Combined State..., Analysis, Financial Analysis, Forecasting
Education
SDA Bocconi 2011 — 2012
Master of Business Administration (MBA)
Augusta State University, James M. Hull College of Business 2002 — 2007
Bachelor of Business Administration (B.B.A.), Finance, 3.52
Tony Petruzzi Tony Petruzzi's Morgan Stanley Smith Barney Experience June 2011 - May 2012
Job Financial Advisor Banking Lending | Open to New Opportunities
Industry Financial Services
Experience
Leaders in the Financial Services and Banking & Lending Arena in the South Florida Area 2012 - Present
Morgan Stanley Smith Barney June 2011 - May 2012
Cambridge Mortgage Inc. / Cambridge Realty, Inc. 1990 - 2011
Control Data Corporation / Commercial Credit 1980 - 1991
Skills
Mortgage Lending, Loans, Commercial Lending, Retirement Planning, Estate Planning, Investments, Strategic Financial..., Asset Managment, Insurance, Portfolio Management, Refinance, Underwriting, Credit, Fixed Annuities, Loan Origination, Real Estate, Retirement, Wealth Management, Banking, Series 7, Series 65, Series 63, Life & Health Insurance..., Annuity Sales, Guaranteed Lifetime..., Financial Advisory, Wealth, Investment Advisory, 401k Rollovers
Education
Seton Hall University
Masters +30 credits towards PhD, Education
Leaders in the Financial Services and Banking & Lending Arena in the South Florida Area 2012 - Present
Morgan Stanley Smith Barney June 2011 - May 2012
Cambridge Mortgage Inc. / Cambridge Realty, Inc. 1990 - 2011
Control Data Corporation / Commercial Credit 1980 - 1991
Skills
Mortgage Lending, Loans, Commercial Lending, Retirement Planning, Estate Planning, Investments, Strategic Financial..., Asset Managment, Insurance, Portfolio Management, Refinance, Underwriting, Credit, Fixed Annuities, Loan Origination, Real Estate, Retirement, Wealth Management, Banking, Series 7, Series 65, Series 63, Life & Health Insurance..., Annuity Sales, Guaranteed Lifetime..., Financial Advisory, Wealth, Investment Advisory, 401k Rollovers
Education
Seton Hall University
Masters +30 credits towards PhD, Education
Brad Berg Brad Berg's Morgan Stanley Smith Barney Experience 1992 - 2010
Job Senior Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network - BMG Financial June 2010 - Present
Morgan Stanley Smith Barney 1992 - 2010
Skills
Investments, Asset Allocation, Portfolio Management, Estate Planning, Wealth Management, Investment Strategies, Retirement Planning, Asset Management, Mutual Funds, Financial Advisory, Equities, Series 7, Real Estate Transactions, Alternative Investments, Real Estate, fishing
Education
Sewanee-The University of the South 1972 — 1976
BA, Economics
Wells Fargo Advisors Financial Network - BMG Financial June 2010 - Present
Morgan Stanley Smith Barney 1992 - 2010
Skills
Investments, Asset Allocation, Portfolio Management, Estate Planning, Wealth Management, Investment Strategies, Retirement Planning, Asset Management, Mutual Funds, Financial Advisory, Equities, Series 7, Real Estate Transactions, Alternative Investments, Real Estate, fishing
Education
Sewanee-The University of the South 1972 — 1976
BA, Economics
Mercedes Mafara Mercedes Mafara's Morgan Stanley Smith Barney Experience September 2009 - 2013
Job CEO at SafeCharge
Industry Financial Services
Experience
SafeCharge 2013 - Present
Morgan Stanley Smith Barney September 2009 - 2013
Royal Lagoon October 2007 - May 2011
Skills
Strategic Financial..., Wealth Management, Portfolio Management, Asset Allocation, Finance, Financial Services, Wealth Management..., Real Estate, Series 7, Series 66, Retirement Planning, Investments, Investment Advisory, Marketing, Networking
Education
San Diego State University-California State University
Bachelor of Science (BS), Business Marketing
SafeCharge 2013 - Present
Morgan Stanley Smith Barney September 2009 - 2013
Royal Lagoon October 2007 - May 2011
Skills
Strategic Financial..., Wealth Management, Portfolio Management, Asset Allocation, Finance, Financial Services, Wealth Management..., Real Estate, Series 7, Series 66, Retirement Planning, Investments, Investment Advisory, Marketing, Networking
Education
San Diego State University-California State University
Bachelor of Science (BS), Business Marketing
Kathryn Coz Kathryn Coz's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job Student at SewaneeThe University of the South
Industry Events Services
Experience
Morgan Stanley Smith Barney June 2010 - August 2010
Camp Green Cove June 2009 - August 2009
Education
Sewanee-The University of the South 2007 — 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Camp Green Cove June 2009 - August 2009
Education
Sewanee-The University of the South 2007 — 2011
Alicia Cragholm Alicia Cragholm's Morgan Stanley Smith Barney Experience 2010 - November 2012
Job Financial Advisor @ Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2012 - Present
Morgan Stanley Smith Barney 2010 - November 2012
Bank of America Merrill Lynch 2007 - 2010
Wells Fargo 2004 - 2007
Skills
Financial Analysis, Investments, Retirement Planning, Wealth Management, Insurance, Strategic Financial..., Banking, Series 7, Finance, Public Speaking, Mortgage Lending, Asset Based Lending, Long Term Care Insurance, Business Lending, Estate Planning, Asset Management, Investment Advisory, Wealth Management..., Financial Modeling, Asset Allocation, Loans, Securities, Retirement, Financial Planning
Education
San Jose State University 2001 — 2005
BS, Business Management
Merrill Lynch 2012 - Present
Morgan Stanley Smith Barney 2010 - November 2012
Bank of America Merrill Lynch 2007 - 2010
Wells Fargo 2004 - 2007
Skills
Financial Analysis, Investments, Retirement Planning, Wealth Management, Insurance, Strategic Financial..., Banking, Series 7, Finance, Public Speaking, Mortgage Lending, Asset Based Lending, Long Term Care Insurance, Business Lending, Estate Planning, Asset Management, Investment Advisory, Wealth Management..., Financial Modeling, Asset Allocation, Loans, Securities, Retirement, Financial Planning
Education
San Jose State University 2001 — 2005
BS, Business Management
Tac Caldwell, CFA Tac Caldwell, CFA's Morgan Stanley Smith Barney Experience July 2007 - January 2013
Job Wealthbrook Advisors
Industry Financial Services
Experience
Wealthbrook Advisors January 2013 - Present
Morgan Stanley Smith Barney July 2007 - January 2013
SunTrust Bank August 1995 - July 2007
Provident Life & Accident Insurance Company September 1982 - July 1995
Tennessee Division of Forestry June 1978 - August 1980
Skills
Finance, Leadership, Series 63, Investment Advisory, Public Speaking, Retirement Planning, Estate Planning, Financial Advisory, Wealth Management, Management, Asset Management, Investments, Financial Analysis, Series 7, Asset Allocation, Long-term Care, Strategic Financial..., Fixed Annuities, Investment Strategies, Process Improvement, Budgets
Education
University of Tennessee-Knoxville 1980 — 1982
Master of Business Administration, Forest Industry Management
Sewanee-The University of the South 1974 — 1978
Bachelor of Science, Forestry
Baylor School, Chattanooga, TN 1968 — 1974
High School Diploma, Science
Wealthbrook Advisors January 2013 - Present
Morgan Stanley Smith Barney July 2007 - January 2013
SunTrust Bank August 1995 - July 2007
Provident Life & Accident Insurance Company September 1982 - July 1995
Tennessee Division of Forestry June 1978 - August 1980
Skills
Finance, Leadership, Series 63, Investment Advisory, Public Speaking, Retirement Planning, Estate Planning, Financial Advisory, Wealth Management, Management, Asset Management, Investments, Financial Analysis, Series 7, Asset Allocation, Long-term Care, Strategic Financial..., Fixed Annuities, Investment Strategies, Process Improvement, Budgets
Education
University of Tennessee-Knoxville 1980 — 1982
Master of Business Administration, Forest Industry Management
Sewanee-The University of the South 1974 — 1978
Bachelor of Science, Forestry
Baylor School, Chattanooga, TN 1968 — 1974
High School Diploma, Science
Prerak Shah Prerak Shah's Morgan Stanley Smith Barney Experience October 2009 - Present
Job Technical Manager at Headstrong
Industry Computer Software
Experience
Headstrong April 2010 - Present
Morgan Stanley Smith Barney October 2009 - Present
Msquare Systems Inc January 2007 - 2009
Xpanxion International Private Ltd. Pune India 2007 - 2008
Xpanxion 2005 - 2007
Cybage 2004 - 2005
Skills
WCF, ASP.NET, ASP.Net Web API, LINQ, .NET, RESTful WebServices, RESTful architecture, SSRS, Web Services, Microsoft SQL Server, C#, WPF, Agile Methodologies, ASP.NET MVC, AJAX, ADO.NET, SOA, T-SQL, VB.NET, XML, Gemfire, Microsoft Exchange..., Team Co-ordination
Education
Sardar Patel University 1999 — 2003
Master in Computers, Computers
Headstrong April 2010 - Present
Morgan Stanley Smith Barney October 2009 - Present
Msquare Systems Inc January 2007 - 2009
Xpanxion International Private Ltd. Pune India 2007 - 2008
Xpanxion 2005 - 2007
Cybage 2004 - 2005
Skills
WCF, ASP.NET, ASP.Net Web API, LINQ, .NET, RESTful WebServices, RESTful architecture, SSRS, Web Services, Microsoft SQL Server, C#, WPF, Agile Methodologies, ASP.NET MVC, AJAX, ADO.NET, SOA, T-SQL, VB.NET, XML, Gemfire, Microsoft Exchange..., Team Co-ordination
Education
Sardar Patel University 1999 — 2003
Master in Computers, Computers
Geneva Sarvis Geneva Sarvis's Morgan Stanley Smith Barney Experience 1998 - 2002
Job Program Coordinator at Shared Adventures
Industry Nonprofit Organization Management
Experience
Shared Adventures May 2015 - Present
Contracted and Independant Consulting 2008 - Present
Sage International, Inc. 2012 - 2014
BG Radia 2010 - 2012
Morgan Stanley Smith Barney 1998 - 2002
Music Now DJ Group 1995 - 2002
Entertainment West 1985 - 1998
Skills
Social Media Marketing, New Business Development, Sales Management, Media Relations, Small Business, Public Speaking, Customer Service, Strategic Planning, Social Networking, Social Media, Event Management, Entrepreneurship, Business Networking, Account Management, Event Planning, Online Advertising, Marketing, Public Relations, Marketing Communications, Business Development, Strategy, Management, Advertising, Sales
Education
Cabrillo College 1994 — 1996
Business Administration
Shasta College 1982 — 1984
General Studies
Shared Adventures May 2015 - Present
Contracted and Independant Consulting 2008 - Present
Sage International, Inc. 2012 - 2014
BG Radia 2010 - 2012
Morgan Stanley Smith Barney 1998 - 2002
Music Now DJ Group 1995 - 2002
Entertainment West 1985 - 1998
Skills
Social Media Marketing, New Business Development, Sales Management, Media Relations, Small Business, Public Speaking, Customer Service, Strategic Planning, Social Networking, Social Media, Event Management, Entrepreneurship, Business Networking, Account Management, Event Planning, Online Advertising, Marketing, Public Relations, Marketing Communications, Business Development, Strategy, Management, Advertising, Sales
Education
Cabrillo College 1994 — 1996
Business Administration
Shasta College 1982 — 1984
General Studies
Harry Carbaugh's Morgan Stanley Smith Barney Experience June 2007 - August 2011
Job Investment Management Associate at BlackRock
Industry Investment Management
Experience
BlackRock March 2014 - Present
Equinox Fund Management August 2011 - March 2014
Morgan Stanley Smith Barney June 2007 - August 2011
Merrill Lynch January 2006 - June 2007
Skills
Mutual Funds, Sales, ETFs, Retirement, Liquid Alternative..., Unit Investment Trusts, Portfolio Assessment, SMAs, Strategic Financial..., Investment Management, Series 7, Separately Managed..., Managed Futures, Series 63, Fixed Annuities, Asset Allocation, Financial Planning, Fixed Income, Alternative Investments
Education
Seton Hall University 2000 — 2005
Bachelor's degree, Finance, General
BlackRock March 2014 - Present
Equinox Fund Management August 2011 - March 2014
Morgan Stanley Smith Barney June 2007 - August 2011
Merrill Lynch January 2006 - June 2007
Skills
Mutual Funds, Sales, ETFs, Retirement, Liquid Alternative..., Unit Investment Trusts, Portfolio Assessment, SMAs, Strategic Financial..., Investment Management, Series 7, Separately Managed..., Managed Futures, Series 63, Fixed Annuities, Asset Allocation, Financial Planning, Fixed Income, Alternative Investments
Education
Seton Hall University 2000 — 2005
Bachelor's degree, Finance, General
Jake Tometich Jake Tometich's Morgan Stanley Smith Barney Experience February 2011 - February 2012
Job Wilson Bank & Trust/Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Wilson Bank & Trust/Raymond James Financial Services, Inc. May 2012 - Present
Morgan Stanley Smith Barney February 2011 - February 2012
Marcus & Millichap May 2006 - December 2010
Skills
Series 7, Series 31, Series 63, Insurance, Securities, Finance, Financial Advisory, Investment Advisory, Mutual Funds, Retirement Planning, Investments, Wealth Management, Retirement, Estate Planning, Fixed Annuities, Asset Management, Financial Planning, Portfolio Management
Education
Seton Hall University 2002 — 2006
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
Wilson Bank & Trust/Raymond James Financial Services, Inc. May 2012 - Present
Morgan Stanley Smith Barney February 2011 - February 2012
Marcus & Millichap May 2006 - December 2010
Skills
Series 7, Series 31, Series 63, Insurance, Securities, Finance, Financial Advisory, Investment Advisory, Mutual Funds, Retirement Planning, Investments, Wealth Management, Retirement, Estate Planning, Fixed Annuities, Asset Management, Financial Planning, Portfolio Management
Education
Seton Hall University 2002 — 2006
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
Barbara Hansford's Morgan Stanley Smith Barney Experience January 2001 - Present
Job Director at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2001 - Present
Chasemellon Shareholder Svc January 2000 - January 2001
Skills
Asset Managment, Securities, Microsoft Excel, Mutual Funds, Accounting, Account Reconciliation, Asset Management, Business Analysis, Financial Analysis, Financial Services, Fixed Income, Investments, Management, Trading
Education
Seton Hall University 1981 — 1985
Morgan Stanley Smith Barney January 2001 - Present
Chasemellon Shareholder Svc January 2000 - January 2001
Skills
Asset Managment, Securities, Microsoft Excel, Mutual Funds, Accounting, Account Reconciliation, Asset Management, Business Analysis, Financial Analysis, Financial Services, Fixed Income, Investments, Management, Trading
Education
Seton Hall University 1981 — 1985
Lucy Hou Lucy Hou's Morgan Stanley Smith Barney Experience January 2009 - April 2009
Job Senior Analyst, Commercial Strategy and Finance Planning at American Airlines
Industry Airlines/Aviation
Experience
American Airlines January 2013 - Present
Sears Holdings Corporation March 2011 - January 2013
Sears Holdings Corporation June 2011 - November 2011
Lear Corporation September 2010 - December 2010
Morgan Stanley Smith Barney January 2009 - April 2009
Skills
Strategy, Forecasting, Access, Pricing, Financial Modeling, Merchandising, Business Development, Financial Analysis, Microsoft Excel
Education
University of Michigan 2008 — 2010
Master of Business Administration (MBA)
Shanghai International Studies University 2004 — 2008
Bachelor of Arts (BA)
American Airlines January 2013 - Present
Sears Holdings Corporation March 2011 - January 2013
Sears Holdings Corporation June 2011 - November 2011
Lear Corporation September 2010 - December 2010
Morgan Stanley Smith Barney January 2009 - April 2009
Skills
Strategy, Forecasting, Access, Pricing, Financial Modeling, Merchandising, Business Development, Financial Analysis, Microsoft Excel
Education
University of Michigan 2008 — 2010
Master of Business Administration (MBA)
Shanghai International Studies University 2004 — 2008
Bachelor of Arts (BA)
Jack Mansour Jack Mansour's Morgan Stanley Smith Barney Experience January 2010 - August 2011
Job Finance & Real Estate Executive
Industry Real Estate
Experience
Morgan Stanley Smith Barney January 2010 - August 2011
Flicketz January 2007 - 2009
Paramount Pictures August 1995 - February 2006
Skills
Microsoft Excel, Capital Budgeting, Wealth Management, Corporate Finance, Budgets, Financial Modeling, Investment Advisory, Investments, Finance, Financial Advisory, Mergers & Acquisitions, Business Planning, Strategic Financial..., Financial Reporting, Financial Analysis, Forecasting, Insurance
Education
University of Southern California - Marshall School of Business 1993 — 1995
MBA, Finance
Santa Clara University 1985 — 1989
B.S., Finance
Loyola High School
Morgan Stanley Smith Barney January 2010 - August 2011
Flicketz January 2007 - 2009
Paramount Pictures August 1995 - February 2006
Skills
Microsoft Excel, Capital Budgeting, Wealth Management, Corporate Finance, Budgets, Financial Modeling, Investment Advisory, Investments, Finance, Financial Advisory, Mergers & Acquisitions, Business Planning, Strategic Financial..., Financial Reporting, Financial Analysis, Forecasting, Insurance
Education
University of Southern California - Marshall School of Business 1993 — 1995
MBA, Finance
Santa Clara University 1985 — 1989
B.S., Finance
Loyola High School
James L. Brockman James L. Brockman's Morgan Stanley Smith Barney Experience July 1986 - July 2005
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial May 2009 - Present
UBS October 2006 - April 2009
Piper Jaffray July 2005 - October 2006
Morgan Stanley Smith Barney July 1986 - July 2005
Education
San Jose State University 1963 — 1968
BA, Music, History
Buchser High School - Santa Clara, CA 1959 — 1963
Diploma, College Prepatory
Ameriprise Financial May 2009 - Present
UBS October 2006 - April 2009
Piper Jaffray July 2005 - October 2006
Morgan Stanley Smith Barney July 1986 - July 2005
Education
San Jose State University 1963 — 1968
BA, Music, History
Buchser High School - Santa Clara, CA 1959 — 1963
Diploma, College Prepatory
Eileen Mary McDonald's Morgan Stanley Smith Barney Experience January 2009 - April 2009
Job Health Information Systems
Industry Hospital & Health Care
Experience
Shriners Hospitals for Children September 2014 - Present
Mount Auburn Hospital December 2010 - September 2014
Mount Auburn Hospital January 2010 - December 2010
Mount Auburn Hospital July 2003 - December 2010
Mount Auburn Hospital September 2009 - January 2010
Morgan Stanley Smith Barney January 2009 - April 2009
Lantern Financial LLC September 2008 - December 2008
Skills
PowerPoint, Healthcare Information..., Data Analysis, Access, Outlook, Hospitals, Microsoft Office, Database Administration, Healthcare Management, SPSS, Microsoft Excel, Budgets, Microsoft Word, Databases, Medical Terminology, Troubleshooting, Meditech, HIPAA, Analysis, EHR, Medicare, Quality Assurance, EMR, Medical Records, Auditing, HTML, Windows, Health Information..., CPT, Medical Compliance, Social Networking, Healthcare Industry, Clinical Research, Informatics, Medicaid, Health Insurance, Social Media, Software Implementation, Nonprofits, Healthcare, Process Improvement, Research
Education
University of Massachusetts Lowell 2013 — 2017
Master's degree, Information Technology
Simmons College 2005 — 2009
Bachelor's, Mathematics, Economics
Shriners Hospitals for Children September 2014 - Present
Mount Auburn Hospital December 2010 - September 2014
Mount Auburn Hospital January 2010 - December 2010
Mount Auburn Hospital July 2003 - December 2010
Mount Auburn Hospital September 2009 - January 2010
Morgan Stanley Smith Barney January 2009 - April 2009
Lantern Financial LLC September 2008 - December 2008
Skills
PowerPoint, Healthcare Information..., Data Analysis, Access, Outlook, Hospitals, Microsoft Office, Database Administration, Healthcare Management, SPSS, Microsoft Excel, Budgets, Microsoft Word, Databases, Medical Terminology, Troubleshooting, Meditech, HIPAA, Analysis, EHR, Medicare, Quality Assurance, EMR, Medical Records, Auditing, HTML, Windows, Health Information..., CPT, Medical Compliance, Social Networking, Healthcare Industry, Clinical Research, Informatics, Medicaid, Health Insurance, Social Media, Software Implementation, Nonprofits, Healthcare, Process Improvement, Research
Education
University of Massachusetts Lowell 2013 — 2017
Master's degree, Information Technology
Simmons College 2005 — 2009
Bachelor's, Mathematics, Economics
Pamela Jacobson Pamela Jacobson's Morgan Stanley Smith Barney Experience January 2008 - May 2008
Job Staff Accountant
Industry Accounting
Experience
William Somers CPA LLC January 2009 - Present
Morgan Stanley Smith Barney January 2008 - May 2008
Skills
Accounting, Payroll Processing, Multi-state Payroll..., Payroll Taxes, Tax Returns, Individual Returns, Partnership Tax Returns, Multi-state tax returns, Bookkeeping, Financial Analysis, Financial Reporting, Account Reconciliation, General Ledger, Journal Entries, Financial Statements, Sarbanes-Oxley Act, SEC Filings, US GAAP, Financial Accounting, Adobe Acrobat, Creative Solutions, Microsoft Office, Microsoft Excel, Microsoft Word, ProSystem fx Tax, QuickBooks, UltraTax, Multi-State Sales Tax, Sales & Use Tax...
Education
Seton Hall University
Bachelor of Science (B.S.), Finance, General
William Somers CPA LLC January 2009 - Present
Morgan Stanley Smith Barney January 2008 - May 2008
Skills
Accounting, Payroll Processing, Multi-state Payroll..., Payroll Taxes, Tax Returns, Individual Returns, Partnership Tax Returns, Multi-state tax returns, Bookkeeping, Financial Analysis, Financial Reporting, Account Reconciliation, General Ledger, Journal Entries, Financial Statements, Sarbanes-Oxley Act, SEC Filings, US GAAP, Financial Accounting, Adobe Acrobat, Creative Solutions, Microsoft Office, Microsoft Excel, Microsoft Word, ProSystem fx Tax, QuickBooks, UltraTax, Multi-State Sales Tax, Sales & Use Tax...
Education
Seton Hall University
Bachelor of Science (B.S.), Finance, General
Lawrence Chu's Morgan Stanley Smith Barney Experience August 2010 - June 2011
Job Site Conversion & Optimization at Walmart.com
Industry Computer & Network Security
Experience
Walmart eCommerce June 2014 - Present
Symantec June 2012 - May 2014
Symantec November 2011 - May 2012
McAfee, Inc. July 2011 - August 2011
Morgan Stanley Smith Barney August 2010 - June 2011
Blue Coat Systems February 2011 - May 2011
Skills
Word, Excel, PowerPoint, Visio, SharePoint, Omniture, Tealeaf, Web Analytics, Tumblr, Marketing Operations, Client Services, Customer Experience, Adobe SiteCatalyst, Digital Marketing, eCommerce, OpinionLab, LivePerson, Voice of the Customer, Wealth Management
Education
San Jose State University 2007 — 2012
B.S. Business Administration (Marketing and Finance), Minor in Psychology
Walmart eCommerce June 2014 - Present
Symantec June 2012 - May 2014
Symantec November 2011 - May 2012
McAfee, Inc. July 2011 - August 2011
Morgan Stanley Smith Barney August 2010 - June 2011
Blue Coat Systems February 2011 - May 2011
Skills
Word, Excel, PowerPoint, Visio, SharePoint, Omniture, Tealeaf, Web Analytics, Tumblr, Marketing Operations, Client Services, Customer Experience, Adobe SiteCatalyst, Digital Marketing, eCommerce, OpinionLab, LivePerson, Voice of the Customer, Wealth Management
Education
San Jose State University 2007 — 2012
B.S. Business Administration (Marketing and Finance), Minor in Psychology
Sophia Chan's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job Staff Accountant at Petrinovich Pugh & Company, LLP
Industry Accounting
Experience
Petrinovich Pugh & Company, LLP November 2014 - Present
Foodcomm International February 2014 - July 2014
Calypso Technology June 2011 - December 2013
LP Capital Advisors June 2010 - February 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Accounting, Business Analysis, Financial Modeling, PowerPoint, Calypso, Testing, Capital Markets, Equity Derivatives, Financial Statements
Education
Santa Clara University - Leavey School of Business 2014 — 2014
Certificate of Advanced Accounting Proficiency (CAAP)
University of California, Davis 2007 — 2011
Bachelor of Science (B.S.), Managerial Economics
Petrinovich Pugh & Company, LLP November 2014 - Present
Foodcomm International February 2014 - July 2014
Calypso Technology June 2011 - December 2013
LP Capital Advisors June 2010 - February 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Accounting, Business Analysis, Financial Modeling, PowerPoint, Calypso, Testing, Capital Markets, Equity Derivatives, Financial Statements
Education
Santa Clara University - Leavey School of Business 2014 — 2014
Certificate of Advanced Accounting Proficiency (CAAP)
University of California, Davis 2007 — 2011
Bachelor of Science (B.S.), Managerial Economics
Beth Cavanaugh Beth Cavanaugh's Morgan Stanley Smith Barney Experience August 1986 - August 1991
Job Owner, Cavanaugh Insurance, LLC
Industry Insurance
Experience
Cavanaugh Insurance February 2012 - Present
David M. Gilston Insurance Agency, Inc. November 2005 - January 2012
Defender Capital March 1996 - May 2004
Citibank (Banamex USA) December 1994 - March 1996
Kidder Peabody August 1993 - October 1994
First Boston Corporation August 1991 - August 1993
Morgan Stanley Smith Barney August 1986 - August 1991
Skills
super at helping folks..., Health, Benefits, Employee Benefits, Insurance, Health Insurance, Life Insurance, Helping Clients Succeed, Disability Insurance, Medicare, Underwriting, Management, Term Life Insurance, Long-term Care, Health Savings Accounts
Education
Sewanee-The University of the South 1979 — 1983
BA, physcology
Sewanee-The University of the South 1979 — 1983
Bachelor of Arts, psychology
Cavanaugh Insurance February 2012 - Present
David M. Gilston Insurance Agency, Inc. November 2005 - January 2012
Defender Capital March 1996 - May 2004
Citibank (Banamex USA) December 1994 - March 1996
Kidder Peabody August 1993 - October 1994
First Boston Corporation August 1991 - August 1993
Morgan Stanley Smith Barney August 1986 - August 1991
Skills
super at helping folks..., Health, Benefits, Employee Benefits, Insurance, Health Insurance, Life Insurance, Helping Clients Succeed, Disability Insurance, Medicare, Underwriting, Management, Term Life Insurance, Long-term Care, Health Savings Accounts
Education
Sewanee-The University of the South 1979 — 1983
BA, physcology
Sewanee-The University of the South 1979 — 1983
Bachelor of Arts, psychology
Nic Vaughan's Morgan Stanley Smith Barney Experience April 2012 - July 2013
Job Big Wave Surfer at Dakine, Nixon, Futures Fins & Rusty Surfboards
Industry Sports
Experience
Dakine, Nixon, Futures Fins, Rusty Surfboards July 2013 - Present
Morgan Stanley Smith Barney April 2012 - July 2013
Associated Students April 2012 - May 2013
College of Business, San Diego State University January 2012 - May 2013
San Diego State University Surf Team August 2011 - May 2013
Willis Consulting, Inc. August 2008 - August 2011
Skills
Budgets, Investments, Program Management, Social Media, Microsoft Excel, Finance, Customer Service, Leadership, Market Research, Public Speaking, Marketing, Event Planning, Financial Analysis
Education
San Diego State University-California State University 2009 — 2013
Bachelor of Science (B.S.), Business Finance
Dakine, Nixon, Futures Fins, Rusty Surfboards July 2013 - Present
Morgan Stanley Smith Barney April 2012 - July 2013
Associated Students April 2012 - May 2013
College of Business, San Diego State University January 2012 - May 2013
San Diego State University Surf Team August 2011 - May 2013
Willis Consulting, Inc. August 2008 - August 2011
Skills
Budgets, Investments, Program Management, Social Media, Microsoft Excel, Finance, Customer Service, Leadership, Market Research, Public Speaking, Marketing, Event Planning, Financial Analysis
Education
San Diego State University-California State University 2009 — 2013
Bachelor of Science (B.S.), Business Finance
Brooke McVey, CFP® Brooke McVey, CFP®'s Morgan Stanley Smith Barney Experience September 2005 - December 2009
Job Vice President, Investment Consultant
Industry Financial Services
Experience
Summit Advisor Solutions June 2015 - Present
Strategic Capital Alternatives August 2012 - June 2015
CB Financial Services January 2010 - August 2012
Morgan Stanley Smith Barney September 2005 - December 2009
Education
Seattle University 2008 — 2009
Master of Business Administration (MBA)
University of Washingon 2002 — 2006
Bachelor of Arts (BA), Business Administration - Finance
Summit Advisor Solutions June 2015 - Present
Strategic Capital Alternatives August 2012 - June 2015
CB Financial Services January 2010 - August 2012
Morgan Stanley Smith Barney September 2005 - December 2009
Education
Seattle University 2008 — 2009
Master of Business Administration (MBA)
University of Washingon 2002 — 2006
Bachelor of Arts (BA), Business Administration - Finance
Kendal Schall Kendal Schall's Morgan Stanley Smith Barney Experience July 2007 - August 2013
Job at Legacy Capital Group
Industry Financial Services
Experience
Legacy Capital Group August 2013 - Present
Morgan Stanley Smith Barney July 2007 - August 2013
Skills
Series 7, Series 66
Education
Santa Clara University 2003 — 2007
Bachelor's degree, Finance, General
Saint Francis High School
Legacy Capital Group August 2013 - Present
Morgan Stanley Smith Barney July 2007 - August 2013
Skills
Series 7, Series 66
Education
Santa Clara University 2003 — 2007
Bachelor's degree, Finance, General
Saint Francis High School
Kiki Wan-Hui Tai Kiki Wan-Hui Tai's Morgan Stanley Smith Barney Experience June 2007 - September 2007
Job Founder and CEO at International AT Media
Industry Marketing and Advertising
Experience
International AT Media November 2013 - Present
AIA Singapore June 2009 - August 2014
SPRING Singapore February 2009 - October 2009
Seattle University October 2007 - August 2008
Morgan Stanley Smith Barney June 2007 - September 2007
Skills
Budgets, Financial Analysis, Marketing
Education
Seattle University 2007 — 2008
MBA, Finance
Washington State University - College of Business and Economics 2003 — 2006
BA, Business Operation Management & Advertising
International AT Media November 2013 - Present
AIA Singapore June 2009 - August 2014
SPRING Singapore February 2009 - October 2009
Seattle University October 2007 - August 2008
Morgan Stanley Smith Barney June 2007 - September 2007
Skills
Budgets, Financial Analysis, Marketing
Education
Seattle University 2007 — 2008
MBA, Finance
Washington State University - College of Business and Economics 2003 — 2006
BA, Business Operation Management & Advertising
Paula B. Johnson Paula B. Johnson's Morgan Stanley Smith Barney Experience March 2001 - July 2003
Job Business Development Consultant, Entrepreneur
Industry Real Estate
Experience
RE/MAX February 2013 - Present
CEG Consulting 2011 - Present
SignalPoint Asset Management, LLC June 2010 - April 2011
Robert W. Baird & Co. January 2009 - January 2010
A.G. Edwards (acquired by Wachovia Securities) April 2005 - January 2009
Quick & Reilly (acquired by Bank of America) July 2003 - October 2004
Morgan Stanley Smith Barney March 2001 - July 2003
Prudential Securities July 1991 - March 2001
Skills
Project Management, Recruiting, Business Development, Change Management, Training, Profit Maximization, Building Relationships, Customer Service, Goal Setting, Performance Improvement, Client Development, Retention Strategies, Revenue Enhancement, Fundraising, Event Management, Strategic Planning, Sales & Marketing..., Team Building, Management, Sales, Investment Properties
Education
Shippensburg University of Pennsylvania
Bachelor of Arts (B.A.), Political Science and Government
RE/MAX February 2013 - Present
CEG Consulting 2011 - Present
SignalPoint Asset Management, LLC June 2010 - April 2011
Robert W. Baird & Co. January 2009 - January 2010
A.G. Edwards (acquired by Wachovia Securities) April 2005 - January 2009
Quick & Reilly (acquired by Bank of America) July 2003 - October 2004
Morgan Stanley Smith Barney March 2001 - July 2003
Prudential Securities July 1991 - March 2001
Skills
Project Management, Recruiting, Business Development, Change Management, Training, Profit Maximization, Building Relationships, Customer Service, Goal Setting, Performance Improvement, Client Development, Retention Strategies, Revenue Enhancement, Fundraising, Event Management, Strategic Planning, Sales & Marketing..., Team Building, Management, Sales, Investment Properties
Education
Shippensburg University of Pennsylvania
Bachelor of Arts (B.A.), Political Science and Government
Solomon Mindlin Solomon Mindlin's Morgan Stanley Smith Barney Experience February 2011 - May 2011
Job Equity Research Associate at JMP Securities
Industry Financial Services
Experience
JMP Securities April 2015 - Present
Franklin Templeton Investments December 2013 - March 2015
United States Marine Corps Reserve June 2011 - October 2014
UCSB Investment Advisory Committee March 2012 - June 2013
Morgan Stanley Smith Barney February 2011 - May 2011
Skills
Public Speaking, Research, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Data Analysis, Financial Analysis, Economics, Team Leadership, Accounting, Photoshop, Teamwork, Time Management, Financial Modeling, Analysis, Networking, Statistics, Finance, Valuation
Education
Santa Clara University 2013 — 2015
Master of Science (M.S.), Applied Mathematics
University of California, Santa Barbara 2009 — 2013
Bachelor of Science (B.S.), Mathematical Science, Statistical Science (dual major)
JMP Securities April 2015 - Present
Franklin Templeton Investments December 2013 - March 2015
United States Marine Corps Reserve June 2011 - October 2014
UCSB Investment Advisory Committee March 2012 - June 2013
Morgan Stanley Smith Barney February 2011 - May 2011
Skills
Public Speaking, Research, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Data Analysis, Financial Analysis, Economics, Team Leadership, Accounting, Photoshop, Teamwork, Time Management, Financial Modeling, Analysis, Networking, Statistics, Finance, Valuation
Education
Santa Clara University 2013 — 2015
Master of Science (M.S.), Applied Mathematics
University of California, Santa Barbara 2009 — 2013
Bachelor of Science (B.S.), Mathematical Science, Statistical Science (dual major)
Devon Gray's Morgan Stanley Smith Barney Experience January 2008 - August 2008
Job CSM
Industry Marketing and Advertising
Experience
Boost Media September 2014 - Present
Geary LSF October 2013 - September 2014
Blast Analytics & Marketing July 2013 - September 2013
Dover Sherborn Regional High School November 2011 - June 2013
Organizational Analysis and Design June 2011 - June 2013
ITT Technical Institute December 2012 - May 2013
Brookline Public Schools September 2010 - June 2011
The Bostonian Group January 2009 - August 2010
Morgan Stanley Smith Barney January 2008 - August 2008
Skills
Outlook, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Event Planning, Microsoft Office, Employee Benefits, Insurance, Public Speaking, Investments, SPSS, Marketing, Market Research, Google Adwords, Adwords Certified, Online Advertising, Advertising, Online Marketing
Education
Simmons College Graduate Studies 2010 — 2011
Master Arts in Teaching, Education
Simmons College 2004 — 2008
Bachelor's Degree, Economics & Marketing
Boost Media September 2014 - Present
Geary LSF October 2013 - September 2014
Blast Analytics & Marketing July 2013 - September 2013
Dover Sherborn Regional High School November 2011 - June 2013
Organizational Analysis and Design June 2011 - June 2013
ITT Technical Institute December 2012 - May 2013
Brookline Public Schools September 2010 - June 2011
The Bostonian Group January 2009 - August 2010
Morgan Stanley Smith Barney January 2008 - August 2008
Skills
Outlook, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Event Planning, Microsoft Office, Employee Benefits, Insurance, Public Speaking, Investments, SPSS, Marketing, Market Research, Google Adwords, Adwords Certified, Online Advertising, Advertising, Online Marketing
Education
Simmons College Graduate Studies 2010 — 2011
Master Arts in Teaching, Education
Simmons College 2004 — 2008
Bachelor's Degree, Economics & Marketing
Joe Appleyard Joe Appleyard's Morgan Stanley Smith Barney Experience May 2009 - August 2009
Job Client Financial Management Specialist at Accenture
Industry Management Consulting
Experience
Accenture March 2013 - Present
Accenture February 2012 - February 2013
Accenture February 2012 - July 2012
Accenture February 2011 - February 2012
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, Data Analysis, Financial Reporting, Microsoft Word, Project Management, Budgets, Internal Controls, Finance, Pricing, Business Strategy, Management, Leadership, Analysis, SAP, Strategic Planning, Managerial Finance, Forecasting, Operations Management, Corporate Finance, Team Leadership, Accounting
Education
Sewanee-The University of the South 2006 — 2010
Bachelor of Arts
Accenture March 2013 - Present
Accenture February 2012 - February 2013
Accenture February 2012 - July 2012
Accenture February 2011 - February 2012
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, Data Analysis, Financial Reporting, Microsoft Word, Project Management, Budgets, Internal Controls, Finance, Pricing, Business Strategy, Management, Leadership, Analysis, SAP, Strategic Planning, Managerial Finance, Forecasting, Operations Management, Corporate Finance, Team Leadership, Accounting
Education
Sewanee-The University of the South 2006 — 2010
Bachelor of Arts
Elizabeth Caruso Elizabeth Caruso's Morgan Stanley Smith Barney Experience June 2010 - September 2011
Job Account Representative at Metropolitan Van & Storage
Industry Transportation/Trucking/Railroad
Experience
Metropolitan Van & Storage September 2011 - Present
Morgan Stanley Smith Barney June 2010 - September 2011
Financial Industries Compliance and Operations Professional November 2009 - June 2010
HighTower Advisors LLC Lyon Wealth Management November 2008 - November 2009
Morgan Stanley April 1998 - May 2008
Prudential Securities 1997 - 1998
American Financial 1997 - 1997
Rafa's 1986 - 1996
Skills
Series 7, Mutual Funds, Securities, Asset Management, Series 63, Compliance, Investments, Finance, Risk Management, Alternative Investments, Hedge Funds, Customer Relations, Research, Asset Allocation, Wealth Management, Customer Service, Financial Services, Asset Managment, Estimating, Relocation, Integrity, Case Managment, Caring, Equities, Coordination, Project Management, Portfolio Management, Fixed Income, Trading, AML, Financial Analysis, FINRA, SOX, Derivatives, Bloomberg, FX, Due Diligence, Back Office, Excel, PowerPoint, Salesforce.com, Event Planning, Key Performance...
Education
San Francisco State University 2000 — 2001
Metropolitan Van & Storage September 2011 - Present
Morgan Stanley Smith Barney June 2010 - September 2011
Financial Industries Compliance and Operations Professional November 2009 - June 2010
HighTower Advisors LLC Lyon Wealth Management November 2008 - November 2009
Morgan Stanley April 1998 - May 2008
Prudential Securities 1997 - 1998
American Financial 1997 - 1997
Rafa's 1986 - 1996
Skills
Series 7, Mutual Funds, Securities, Asset Management, Series 63, Compliance, Investments, Finance, Risk Management, Alternative Investments, Hedge Funds, Customer Relations, Research, Asset Allocation, Wealth Management, Customer Service, Financial Services, Asset Managment, Estimating, Relocation, Integrity, Case Managment, Caring, Equities, Coordination, Project Management, Portfolio Management, Fixed Income, Trading, AML, Financial Analysis, FINRA, SOX, Derivatives, Bloomberg, FX, Due Diligence, Back Office, Excel, PowerPoint, Salesforce.com, Event Planning, Key Performance...
Education
San Francisco State University 2000 — 2001
Anna On's Morgan Stanley Smith Barney Experience July 2007 - Present
Job Senior Reg'd Client Service Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2007 - Present
Morgan Stanley March 2005 - July 2007
Skills
Series 63, Series 7, Series 31, Alternative Investments, FINRA, Investments, Credit
Education
San Jose State University 2000 — 2004
BS, Finance
Morgan Stanley Smith Barney July 2007 - Present
Morgan Stanley March 2005 - July 2007
Skills
Series 63, Series 7, Series 31, Alternative Investments, FINRA, Investments, Credit
Education
San Jose State University 2000 — 2004
BS, Finance
Robert Bertrand Robert Bertrand's Morgan Stanley Smith Barney Experience February 2012 - March 2013
Job Fixed Income Trading at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Town of Stony Point January 2014 - Present
Morgan Stanley October 2013 - January 2014
Morgan Stanley Wealth Management March 2013 - October 2013
Morgan Stanley Smith Barney February 2012 - March 2013
HSBC June 2011 - February 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Accounting, Microsoft Word, Financial Accounting, Series 7, Fixed Income, Bloomberg, Wealth Management, Bonds, Trading, Electronic Trading
Education
Siena College 2007 — 2011
Bachelor's degree, Finance, General
Town of Stony Point January 2014 - Present
Morgan Stanley October 2013 - January 2014
Morgan Stanley Wealth Management March 2013 - October 2013
Morgan Stanley Smith Barney February 2012 - March 2013
HSBC June 2011 - February 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Accounting, Microsoft Word, Financial Accounting, Series 7, Fixed Income, Bloomberg, Wealth Management, Bonds, Trading, Electronic Trading
Education
Siena College 2007 — 2011
Bachelor's degree, Finance, General
Athena Papazekos Athena Papazekos's Morgan Stanley Smith Barney Experience August 2007 - April 2010
Job Vice President Financial Consultant
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
BlackRock March 2014 - August 2015
BlackRock April 2010 - March 2014
Morgan Stanley Smith Barney August 2007 - April 2010
McLaughlin, Piven & Vogel Securities, Inc July 2006 - July 2007
Skills
• Relationship..., • Business Development, • Strategic Planning, • Client Seminars,..., Relationship Management, Business Development, Strategic Planning, Sales Presentations, Sales Management, Series 7, Mutual Funds, Investment Advisory, Asset Managment, Wealth Management, Investments
Education
San Jose State University
Bachelor of Science, Business; Finance
Fidelity Investments August 2015 - Present
BlackRock March 2014 - August 2015
BlackRock April 2010 - March 2014
Morgan Stanley Smith Barney August 2007 - April 2010
McLaughlin, Piven & Vogel Securities, Inc July 2006 - July 2007
Skills
• Relationship..., • Business Development, • Strategic Planning, • Client Seminars,..., Relationship Management, Business Development, Strategic Planning, Sales Presentations, Sales Management, Series 7, Mutual Funds, Investment Advisory, Asset Managment, Wealth Management, Investments
Education
San Jose State University
Bachelor of Science, Business; Finance
Elyse Nichol Elyse Nichol's Morgan Stanley Smith Barney Experience June 2011 - July 2011
Job OCC SR Analyst Reporting at Delta Airlines
Industry Financial Services
Experience
Delta Air Lines January 2013 - Present
Barrack Spine and Joint Medicine May 2012 - December 2012
University Registrar Office August 2009 - May 2012
University of the South August 2008 - May 2012
Morgan Stanley Smith Barney June 2011 - July 2011
Education
Sewanee-The University of the South 2008 — 2012
BA, Economics
Delta Air Lines January 2013 - Present
Barrack Spine and Joint Medicine May 2012 - December 2012
University Registrar Office August 2009 - May 2012
University of the South August 2008 - May 2012
Morgan Stanley Smith Barney June 2011 - July 2011
Education
Sewanee-The University of the South 2008 — 2012
BA, Economics
Bridget McKay Bridget McKay's Morgan Stanley Smith Barney Experience February 1998 - August 2000
Job Store Leader at Philz Coffee
Industry Retail
Experience
Philz Coffee September 2015 - Present
Starbucks October 2014 - September 2015
Starbucks October 2013 - September 2014
Starbucks May 2011 - October 2013
Starbucks July 2010 - May 2011
NCAA Softball Coach 2001 - 2010
Staenberg Venture Partners December 2000 - August 2001
Morgan Stanley Smith Barney February 1998 - August 2000
Skills
Administration, Retail, Merchandising, Inventory Management, Retail Management, Accountability, Customer Service, Stores, Coaching, Team Building, Scheduling, Talent Development, Leadership Development, Performance Management, Food, PowerPoint, Microsoft Office, Teamwork, Word, Excel, Marketing, Strategic Planning, Event Management, Microsoft Excel, Event Planning, Store Management, Microsoft Word, Process Scheduler, Sales
Education
Seattle University 1998 — 2000
MBA, Finance, Entrepreneurship
University of Washington 1992 — 1995
Bachelor of Science, Botany
American College of Sports Medicine
Heath and Fitness Instructor Certification
Philz Coffee September 2015 - Present
Starbucks October 2014 - September 2015
Starbucks October 2013 - September 2014
Starbucks May 2011 - October 2013
Starbucks July 2010 - May 2011
NCAA Softball Coach 2001 - 2010
Staenberg Venture Partners December 2000 - August 2001
Morgan Stanley Smith Barney February 1998 - August 2000
Skills
Administration, Retail, Merchandising, Inventory Management, Retail Management, Accountability, Customer Service, Stores, Coaching, Team Building, Scheduling, Talent Development, Leadership Development, Performance Management, Food, PowerPoint, Microsoft Office, Teamwork, Word, Excel, Marketing, Strategic Planning, Event Management, Microsoft Excel, Event Planning, Store Management, Microsoft Word, Process Scheduler, Sales
Education
Seattle University 1998 — 2000
MBA, Finance, Entrepreneurship
University of Washington 1992 — 1995
Bachelor of Science, Botany
American College of Sports Medicine
Heath and Fitness Instructor Certification
Lawrence Olin Lawrence Olin's Morgan Stanley Smith Barney Experience August 1995 - October 2000
Job Managing DirectorInvestments at The Olin Financial Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2000 - Present
Morgan Stanley Smith Barney August 1995 - October 2000
Skills
Retirement Planning, Investments, Asset Allocation
Education
Santa Clara University 1991 — 1995
Bachelor of Science in Commerce and Management
Wells Fargo Advisors, LLC October 2000 - Present
Morgan Stanley Smith Barney August 1995 - October 2000
Skills
Retirement Planning, Investments, Asset Allocation
Education
Santa Clara University 1991 — 1995
Bachelor of Science in Commerce and Management
Jeff Sayers Jeff Sayers's Morgan Stanley Smith Barney Experience June 2010 - September 2010
Job Legal and Regulatory at Direct Edge
Industry Legal Services
Experience
Direct Edge May 2013 - October 2013
Essex County Courthouse June 2012 - August 2012
McCusker, Anselmi, Rosen & Carvelli 2012 - 2012
Seton Hall School of Law Center for Justice May 2011 - September 2011
Morgan Stanley Smith Barney June 2010 - September 2010
Admit One LLC/Yoonew September 2008 - March 2009
Goldman Sachs 2007 - 2007
Skills
Hedge Funds, Equities, Fixed Income, Trading, Bloomberg, Series 7, Economics, Capital Markets, Investments, Valuation, Corporate Finance, Equity Research, Alternative Investments, Options, Bonds, Financial Markets
Education
Seton Hall University School of Law 2010 — 2013
Juris Doctor, Corporate, Entertainment, Constitutional Law
Drew University Madison New Jersey 2004 — 2008
Bachelor of Arts, Economics/Finance and History
Direct Edge May 2013 - October 2013
Essex County Courthouse June 2012 - August 2012
McCusker, Anselmi, Rosen & Carvelli 2012 - 2012
Seton Hall School of Law Center for Justice May 2011 - September 2011
Morgan Stanley Smith Barney June 2010 - September 2010
Admit One LLC/Yoonew September 2008 - March 2009
Goldman Sachs 2007 - 2007
Skills
Hedge Funds, Equities, Fixed Income, Trading, Bloomberg, Series 7, Economics, Capital Markets, Investments, Valuation, Corporate Finance, Equity Research, Alternative Investments, Options, Bonds, Financial Markets
Education
Seton Hall University School of Law 2010 — 2013
Juris Doctor, Corporate, Entertainment, Constitutional Law
Drew University Madison New Jersey 2004 — 2008
Bachelor of Arts, Economics/Finance and History
Bradford Wear Bradford Wear's Morgan Stanley Smith Barney Experience December 2008 - January 2013
Job Regional Director at RiverFront Investment Group
Industry Investment Management
Experience
RiverFront Investment Group February 2013 - Present
Morgan Stanley Smith Barney December 2008 - January 2013
Strand Atkinson Williams & York January 2004 - December 2008
Education
San Jose State University 1987 — 1992
Bachelor of Science (B.S.), Criminal Justice/Law Enforcement Administration
Washington High Scool
RiverFront Investment Group February 2013 - Present
Morgan Stanley Smith Barney December 2008 - January 2013
Strand Atkinson Williams & York January 2004 - December 2008
Education
San Jose State University 1987 — 1992
Bachelor of Science (B.S.), Criminal Justice/Law Enforcement Administration
Washington High Scool
Janette Ash Janette Ash's Morgan Stanley Smith Barney Experience January 1994 - March 2010
Job Compliance Administrator at Munder Capital Management
Industry
Experience
Victory Capital Management March 2011 - Present
Morgan Stanley Smith Barney January 1994 - March 2010
Prudential Securities November 1989 - December 1993
Skills
Bloomberg, Management, Charles River IMS, Compliance 11, Research, SEC Filings, SEC Regulations, APX, Teamwork, Monitor client trading, Employee Trading, Document Review, Organizational..., Multi-task & Handle..., My Compliance Office
Education
Schoolcraft College
Victory Capital Management March 2011 - Present
Morgan Stanley Smith Barney January 1994 - March 2010
Prudential Securities November 1989 - December 1993
Skills
Bloomberg, Management, Charles River IMS, Compliance 11, Research, SEC Filings, SEC Regulations, APX, Teamwork, Monitor client trading, Employee Trading, Document Review, Organizational..., Multi-task & Handle..., My Compliance Office
Education
Schoolcraft College
Kelly Leonard Kelly Leonard's Morgan Stanley Smith Barney Experience 1992 - 2009
Job Creative Solutions Advisor
Industry Nonprofit Organization Management
Experience
D.A. Davidson Companies 2014 - Present
D.A. Davidson & Co. May 2009 - December 2013
Morgan Stanley Smith Barney 1992 - 2009
Phoenix School of Roseburg 1989 - 1992
Tiller Oregon 1977 - 1989
Harlem Globetrotters 1972 - 1976
Education
San Diego State University-California State University
BS, Theater Arts / Psychology
University of Oregon
M.ED, Education / Administration
D.A. Davidson Companies 2014 - Present
D.A. Davidson & Co. May 2009 - December 2013
Morgan Stanley Smith Barney 1992 - 2009
Phoenix School of Roseburg 1989 - 1992
Tiller Oregon 1977 - 1989
Harlem Globetrotters 1972 - 1976
Education
San Diego State University-California State University
BS, Theater Arts / Psychology
University of Oregon
M.ED, Education / Administration
Eric Degler Eric Degler's Morgan Stanley Smith Barney Experience March 2011 - December 2011
Job Customer Success Manager at iCharts
Industry Computer Software
Experience
iCharts August 2014 - Present
BancBox August 2013 - August 2014
Adaptive Planning April 2012 - January 2013
Morgan Stanley Smith Barney March 2011 - December 2011
Santa Clara University Law School January 2010 - March 2011
United States Embassy - Lima December 2008 - March 2009
United States Embassy - Lima December 2007 - March 2008
U.S. Embassy - Lima December 2006 - March 2007
Skills
Microsoft Excel, Business Development, Microsoft Office, Financial Analysis, Finance, PowerPoint, Spanish, SaaS, Financial Modeling, NetSuite, New Business Development, IT Solutions, Salesforce.com, Dreamweaver, Photoshop, Italian, Outlook, Databases, Phone Skills, Cold Calling, Financial Accounting, Financial Reporting, OneSource, Hoovers, Access, SQL, JavaScript, Ruby
Education
Santa Clara University - Leavey School of Business 2008 — 2012
Finance, Finance
Colegio Franklin Delano Roosevelt 2006 — 2008
Walter Johnson HS
iCharts August 2014 - Present
BancBox August 2013 - August 2014
Adaptive Planning April 2012 - January 2013
Morgan Stanley Smith Barney March 2011 - December 2011
Santa Clara University Law School January 2010 - March 2011
United States Embassy - Lima December 2008 - March 2009
United States Embassy - Lima December 2007 - March 2008
U.S. Embassy - Lima December 2006 - March 2007
Skills
Microsoft Excel, Business Development, Microsoft Office, Financial Analysis, Finance, PowerPoint, Spanish, SaaS, Financial Modeling, NetSuite, New Business Development, IT Solutions, Salesforce.com, Dreamweaver, Photoshop, Italian, Outlook, Databases, Phone Skills, Cold Calling, Financial Accounting, Financial Reporting, OneSource, Hoovers, Access, SQL, JavaScript, Ruby
Education
Santa Clara University - Leavey School of Business 2008 — 2012
Finance, Finance
Colegio Franklin Delano Roosevelt 2006 — 2008
Walter Johnson HS
Daniel M. Polizzano Daniel M. Polizzano's Morgan Stanley Smith Barney Experience January 2009 - November 2012
Job President, Wealth Management at Pinnacle Advisors, Wealth Management Planning/Financial Planning Specialist
Industry Financial Services
Experience
Pinnacle Advisors, Wealth Management Planning November 2012 - Present
Morgan Stanley Smith Barney January 2009 - November 2012
Citi Smith Barney July 2006 - December 2008
Smith Barney June 2000 - June 2006
Paine Webber December 1998 - June 2000
Paine Webber July 1997 - December 1998
Sheason Lehman Bros May 1992 - July 1997
Sheason Lehman Bros December 1989 - December 1991
Skills
Wealth Management, Investments, Estate Planning, Strategic Financial..., Finance, Retirement Planning, Series 7, Asset Allocation, Mutual Funds, Series 63, Financial Services, Securities, High Net Worth..., 401k, Retirement, Series 65, Financial Advisory, Portfolio Management, Asset Management, Investment Advisory
Education
Seton Hall University
BS
Seton Hall University
Master's Degree
Pinnacle Advisors, Wealth Management Planning November 2012 - Present
Morgan Stanley Smith Barney January 2009 - November 2012
Citi Smith Barney July 2006 - December 2008
Smith Barney June 2000 - June 2006
Paine Webber December 1998 - June 2000
Paine Webber July 1997 - December 1998
Sheason Lehman Bros May 1992 - July 1997
Sheason Lehman Bros December 1989 - December 1991
Skills
Wealth Management, Investments, Estate Planning, Strategic Financial..., Finance, Retirement Planning, Series 7, Asset Allocation, Mutual Funds, Series 63, Financial Services, Securities, High Net Worth..., 401k, Retirement, Series 65, Financial Advisory, Portfolio Management, Asset Management, Investment Advisory
Education
Seton Hall University
BS
Seton Hall University
Master's Degree
Cara Price-Zimmerman's Morgan Stanley Smith Barney Experience April 2007 - November 2013
Job Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2007 - November 2013
Charles Schwab August 1999 - April 2007
Skills
Risk Management, Portfolio Management, Leadership, Equities, Process Improvement, Financial Analysis, Finance, Vendor Management, Project Management, Business Analysis, Mutual Funds, Customer Service, Wealth Management, Operations Management, Analysis
Education
San Francisco State University 1993 — 1997
Bachelor of Arts, Psychology
University of Phoenix
MBA
Morgan Stanley Smith Barney April 2007 - November 2013
Charles Schwab August 1999 - April 2007
Skills
Risk Management, Portfolio Management, Leadership, Equities, Process Improvement, Financial Analysis, Finance, Vendor Management, Project Management, Business Analysis, Mutual Funds, Customer Service, Wealth Management, Operations Management, Analysis
Education
San Francisco State University 1993 — 1997
Bachelor of Arts, Psychology
University of Phoenix
MBA
Manisha Elhance's Morgan Stanley Smith Barney Experience September 2009 - March 2010
Job Owner Vienna Tax & Accounting
Industry Financial Services
Experience
Morgan Stanley Smith Barney September 2009 - March 2010
GWM Business Risk Management - Citi June 2006 - September 2009
Madison Davis Professional Services December 2005 - May 2006
DB (International) Stock Brokers October 2004 - November 2005
Johnson and Johnson, India January 2003 - September 2004
Ernst & Young, India March 2002 - October 2002
Skills
Trading, Financial Services, Financial Analysis, Risk Management, Portfolio Management, Banking, Business Development, Business Strategy, Finance, Leadership, Management, Sales, Strategy, Customer Service, Consulting, Project Management
Education
IRS, Enrolled Agent 2012 — 2012
Enrolled Agent
IIA 2006 — 2006
Certified Financial Services Auditor
Institute of Chartered Accountants of India
Chartered Accountancy
Shri Ram College of Commerce 1997 — 2000
MGD Girls School 1993 — 1997
Morgan Stanley Smith Barney September 2009 - March 2010
GWM Business Risk Management - Citi June 2006 - September 2009
Madison Davis Professional Services December 2005 - May 2006
DB (International) Stock Brokers October 2004 - November 2005
Johnson and Johnson, India January 2003 - September 2004
Ernst & Young, India March 2002 - October 2002
Skills
Trading, Financial Services, Financial Analysis, Risk Management, Portfolio Management, Banking, Business Development, Business Strategy, Finance, Leadership, Management, Sales, Strategy, Customer Service, Consulting, Project Management
Education
IRS, Enrolled Agent 2012 — 2012
Enrolled Agent
IIA 2006 — 2006
Certified Financial Services Auditor
Institute of Chartered Accountants of India
Chartered Accountancy
Shri Ram College of Commerce 1997 — 2000
MGD Girls School 1993 — 1997
Debra Manche's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Analyst at Lakewood Capital Management, LP
Industry Financial Services
Experience
Lakewood Capital Management, LP July 2015 - Present
Trian Partners July 2012 - July 2015
Lazard November 2011 - June 2012
Jefferies & Company July 2010 - November 2011
Morgan Stanley Smith Barney June 2009 - August 2009
Smith Barney January 2009 - May 2009
Avalon Partners June 2008 - August 2008
Skills
Private Equity, Investment Banking, LBO, Financial Analysis, Financial Modeling, Bloomberg, Equity Research, Valuation
Education
The George Washington University - School of Business 2006 — 2010
BBA
Sciences Po Paris
Lakewood Capital Management, LP July 2015 - Present
Trian Partners July 2012 - July 2015
Lazard November 2011 - June 2012
Jefferies & Company July 2010 - November 2011
Morgan Stanley Smith Barney June 2009 - August 2009
Smith Barney January 2009 - May 2009
Avalon Partners June 2008 - August 2008
Skills
Private Equity, Investment Banking, LBO, Financial Analysis, Financial Modeling, Bloomberg, Equity Research, Valuation
Education
The George Washington University - School of Business 2006 — 2010
BBA
Sciences Po Paris
Haris Hot's Morgan Stanley Smith Barney Experience April 2003 - Present
Job Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2003 - Present
Education
Seton Hall University 1991 — 1995
Morgan Stanley Smith Barney April 2003 - Present
Education
Seton Hall University 1991 — 1995
Taralynn Akers's Morgan Stanley Smith Barney Experience January 1998 - January 2006
Job Owner/President Transpacific Associates
Industry Import and Export
Experience
Transpacific Associates 2006 - Present
Our Kids Love 2010 - Present
Transpacific Utility Sales 2006 - Present
Morgan Stanley Smith Barney January 1998 - January 2006
Skills
Strategic Planning, Leadership, Management, Customer Service, Finance, Marketing, Investments
Education
Santa Clara University 1998 — 2000
Bachelor of Arts (B.A.), Communication and Media Studies
Transpacific Associates 2006 - Present
Our Kids Love 2010 - Present
Transpacific Utility Sales 2006 - Present
Morgan Stanley Smith Barney January 1998 - January 2006
Skills
Strategic Planning, Leadership, Management, Customer Service, Finance, Marketing, Investments
Education
Santa Clara University 1998 — 2000
Bachelor of Arts (B.A.), Communication and Media Studies
Karie Lingg's Morgan Stanley Smith Barney Experience 2000 - 2004
Job *********
Industry Public Relations and Communications
Experience
The Hoffman Agency 2007 - 2008
Morgan Stanley Smith Barney 2000 - 2004
Morgan Stanley Wealth Management 2000 - 2004
Skills
Event Management, Marketing, Marketing Communications, Public Relations, Social Media, Social Media Marketing
Education
San Jose State University 2004 — 2007
The Hoffman Agency 2007 - 2008
Morgan Stanley Smith Barney 2000 - 2004
Morgan Stanley Wealth Management 2000 - 2004
Skills
Event Management, Marketing, Marketing Communications, Public Relations, Social Media, Social Media Marketing
Education
San Jose State University 2004 — 2007
Dave Poupard's Morgan Stanley Smith Barney Experience May 2010 - May 2013
Job Financial Services Representative at MetLife
Industry Financial Services
Experience
MetLife July 2014 - Present
Ameriprise Financial Services, Inc. June 2013 - June 2014
Morgan Stanley Smith Barney May 2010 - May 2013
Humanscale February 2007 - April 2010
Northern Valley Lacrosse 2005 - 2009
DHL Express 1994 - 2007
Skills
Management, Strategic Planning, Finance, Leadership, Contract Negotiation, Sales Management, Negotiation, Investments, Sales Operations, Business Development
Education
Seton Hall University 1995 — 2000
Masters in Business Administration, Management
University of Delaware 1983 — 1987
Bachelor of Arts, Economics
MetLife July 2014 - Present
Ameriprise Financial Services, Inc. June 2013 - June 2014
Morgan Stanley Smith Barney May 2010 - May 2013
Humanscale February 2007 - April 2010
Northern Valley Lacrosse 2005 - 2009
DHL Express 1994 - 2007
Skills
Management, Strategic Planning, Finance, Leadership, Contract Negotiation, Sales Management, Negotiation, Investments, Sales Operations, Business Development
Education
Seton Hall University 1995 — 2000
Masters in Business Administration, Management
University of Delaware 1983 — 1987
Bachelor of Arts, Economics
Eric Gabelmann's Morgan Stanley Smith Barney Experience 2007 - 2010
Job Senior Project Consultant at EMG Consulting Inc
Industry Financial Services
Experience
EMG Consulting Inc January 2014 - Present
Citi - Smith Barney 2007 - Present
Essex Technology Group March 2012 - November 2013
Morgan Stanley Smith Barney 2007 - 2010
Smith Barney 2007 - 2009
SmartShipper January 2005 - September 2007
Education
Project Management Institute 2006 — 2006
PMP Certification, Project Management
Villanova University 2006 — 2008
Master's Certification in Applied Project Management, Project Management
GE Leadership Program 2002 — 2004
BlackBelt Cetification, Process Improvement
Seton Hall University 1981 — 1985
BA : Major Computer Science / Marketing, Computer Science / Marketing
EMG Consulting Inc January 2014 - Present
Citi - Smith Barney 2007 - Present
Essex Technology Group March 2012 - November 2013
Morgan Stanley Smith Barney 2007 - 2010
Smith Barney 2007 - 2009
SmartShipper January 2005 - September 2007
Education
Project Management Institute 2006 — 2006
PMP Certification, Project Management
Villanova University 2006 — 2008
Master's Certification in Applied Project Management, Project Management
GE Leadership Program 2002 — 2004
BlackBelt Cetification, Process Improvement
Seton Hall University 1981 — 1985
BA : Major Computer Science / Marketing, Computer Science / Marketing
Victor Tawn's Morgan Stanley Smith Barney Experience November 2006 - November 2009
Job Financial Advisor
Industry Financial Services
Experience
CUSO Financial Services, LP September 2014 - June 2015
Merrill Edge August 2011 - November 2013
Morgan Stanley Smith Barney November 2006 - November 2009
Citi Group June 2001 - November 2006
Skills
Insurance, Retirement Planning, Wealth Management, Series 7, Finance, Investments, Retirement, Financial Services, Fixed Annuities, Asset Allocation, Mutual Funds, Banking
Education
San Francisco State University 1993 — 1999
Bachelor of Science, Finance and Banking
CUSO Financial Services, LP September 2014 - June 2015
Merrill Edge August 2011 - November 2013
Morgan Stanley Smith Barney November 2006 - November 2009
Citi Group June 2001 - November 2006
Skills
Insurance, Retirement Planning, Wealth Management, Series 7, Finance, Investments, Retirement, Financial Services, Fixed Annuities, Asset Allocation, Mutual Funds, Banking
Education
San Francisco State University 1993 — 1999
Bachelor of Science, Finance and Banking
Glenn Malloy's Morgan Stanley Smith Barney Experience May 1985 - March 2003
Job Wealth Advisor at UBS Wealth Management
Industry Financial Services
Experience
UBS Financial Senior Vice President-InvestmentsUBS Wealth Management2003 - Present
UBS Wealth Management 2003 - Present
Morgan Stanley Smith Barney May 1985 - March 2003
Education
San Jose State University 1981 — 1986
UBS Financial Senior Vice President-InvestmentsUBS Wealth Management2003 - Present
UBS Wealth Management 2003 - Present
Morgan Stanley Smith Barney May 1985 - March 2003
Education
San Jose State University 1981 — 1986
Bart Sexton's Morgan Stanley Smith Barney Experience November 2010 - Present
Job Complex Business Development Manager at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 2010 - Present
Morgan Stanley Smith Barney December 2009 - November 2010
UBS April 2007 - November 2009
UBS Financial Services April 2007 - November 2009
Skills
Asset Allocation, Business Development, Mutual Funds, Sales, Series 63, Series 7, Wealth Management
Education
Seton Hall University 1990 — 1995
BS, Economics
Morgan Stanley Smith Barney November 2010 - Present
Morgan Stanley Smith Barney December 2009 - November 2010
UBS April 2007 - November 2009
UBS Financial Services April 2007 - November 2009
Skills
Asset Allocation, Business Development, Mutual Funds, Sales, Series 63, Series 7, Wealth Management
Education
Seton Hall University 1990 — 1995
BS, Economics
Marical Sanchez's Morgan Stanley Smith Barney Experience January 2006 - October 2011
Job Senior Client Associate
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2006 - October 2011
Morgan Stanley Smith Barney August 2004 - January 2006
Bank of America March 2001 - August 2004
Education
San Francisco State University
Bachelors of Arts, Economics
Morgan Stanley Smith Barney January 2006 - October 2011
Morgan Stanley Smith Barney August 2004 - January 2006
Bank of America March 2001 - August 2004
Education
San Francisco State University
Bachelors of Arts, Economics
Sal Branchizio's Morgan Stanley Smith Barney Experience March 2008 - August 2010
Job Technology Director and Business Manager
Industry Financial Services
Experience
Russell Reynolds Associates August 2010 - Present
Morgan Stanley Smith Barney March 2008 - August 2010
UBS Wealth Management March 2000 - February 2008
Paine Webber 1996 - 1998
Skills
Wealth Management, Securities, Financial Services, Vendor Management
Education
Saint John's University 1993 — 1996
MBA, Finance
Seton Hall University 1988 — 1991
BS, Finance
Russell Reynolds Associates August 2010 - Present
Morgan Stanley Smith Barney March 2008 - August 2010
UBS Wealth Management March 2000 - February 2008
Paine Webber 1996 - 1998
Skills
Wealth Management, Securities, Financial Services, Vendor Management
Education
Saint John's University 1993 — 1996
MBA, Finance
Seton Hall University 1988 — 1991
BS, Finance
Jenna Marionni's Morgan Stanley Smith Barney Experience April 2010 - July 2012
Job Field Experience Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley Wealth Management August 2012 - December 2013
Morgan Stanley Smith Barney April 2010 - July 2012
Creamer Environmental, Inc. May 2008 - September 2009
The Commerce and Industry Association of NJ May 2006 - August 2007
Skills
Organizational..., Microsoft Office 2007, Salesforce.com, Proprietary Software, Customer Relations, Training & Development, Diplomacy, Accountability, Customer Service, Public Speaking, Employee Training, Program Management, Team Building, Analysis, Project Planning, Training
Education
Seton Hall University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Susquehanna University 2004 — 2008
BS and BA, Earth and Environmental Sciences and Political Science
Denmark International Study Program 2006 — 2006
European Politics and Society
Morgan Stanley January 2014 - Present
Morgan Stanley Wealth Management August 2012 - December 2013
Morgan Stanley Smith Barney April 2010 - July 2012
Creamer Environmental, Inc. May 2008 - September 2009
The Commerce and Industry Association of NJ May 2006 - August 2007
Skills
Organizational..., Microsoft Office 2007, Salesforce.com, Proprietary Software, Customer Relations, Training & Development, Diplomacy, Accountability, Customer Service, Public Speaking, Employee Training, Program Management, Team Building, Analysis, Project Planning, Training
Education
Seton Hall University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Susquehanna University 2004 — 2008
BS and BA, Earth and Environmental Sciences and Political Science
Denmark International Study Program 2006 — 2006
European Politics and Society
Justin Castilla's Morgan Stanley Smith Barney Experience September 2010 - September 2014
Job Web Development Immersive Instructor at General Assembly
Industry Computer Software
Experience
University of San Francisco August 2013 - May 2015
Morgan Stanley Smith Barney September 2010 - September 2014
Industrial Communications 2004 - 2006
Skills
Java, JavaScript, Web Development, NodeJS, HTML5, CSS, Web Design, Ruby on Rails, MongDB, PostgreSQL, Android Application..., Heroku, C, Sales, Microsoft Office, Databases, Microsoft Excel, Photoshop, Data Analysis, Python, Project Management, Microsoft Word, Computer Science, OS X, Linux, Database Management, Database Design, Mac OS X, HTML, Customer Service, Public Speaking, Social Media, Social Networking, Leadership, Software Development, SQL, Communication, Training, Writing, Spanish, Time Management, Teaching, Team Leadership, Teamwork
Education
University of San Francisco 2012 — 2015
Bachelor’s Degree, Computer Science
Tulane University 2010 — 2012
Associate of Science (A.S.) - Information Technology, Computerized Information Systems and Technology, 3.85
Seattle Central Community College 2000 — 2003
General Studies
South Kitsap High School 1997 — 2000
University of San Francisco August 2013 - May 2015
Morgan Stanley Smith Barney September 2010 - September 2014
Industrial Communications 2004 - 2006
Skills
Java, JavaScript, Web Development, NodeJS, HTML5, CSS, Web Design, Ruby on Rails, MongDB, PostgreSQL, Android Application..., Heroku, C, Sales, Microsoft Office, Databases, Microsoft Excel, Photoshop, Data Analysis, Python, Project Management, Microsoft Word, Computer Science, OS X, Linux, Database Management, Database Design, Mac OS X, HTML, Customer Service, Public Speaking, Social Media, Social Networking, Leadership, Software Development, SQL, Communication, Training, Writing, Spanish, Time Management, Teaching, Team Leadership, Teamwork
Education
University of San Francisco 2012 — 2015
Bachelor’s Degree, Computer Science
Tulane University 2010 — 2012
Associate of Science (A.S.) - Information Technology, Computerized Information Systems and Technology, 3.85
Seattle Central Community College 2000 — 2003
General Studies
South Kitsap High School 1997 — 2000
Keshu Zhang's Morgan Stanley Smith Barney Experience September 2010 - Present
Job Vice President at Morgan Stanley Smith Barney
Industry Investment Banking
Experience
Morgan Stanley Smith Barney September 2010 - Present
Motorola December 2004 - October 2010
Intelligent Automation, Inc. October 2004 - December 2004
Rensselaer Polytechnic Institute December 2003 - September 2004
Skills
Machine Learning, Signal Processing, Algorithms, Computer Vision, Data Mining, Pattern Recognition, Matlab
Education
University of New Orleans 2001 — 2003
Ph.D., Electrical Engineering
Sichuan University 1994 — 2002
Ph.D., Probability & Statistics
University of New Orleans 2000 — 2001
M.S., Electrical Engineering
Sichuan University 1994 — 1998
B.S., Applied Mathematics
Morgan Stanley Smith Barney September 2010 - Present
Motorola December 2004 - October 2010
Intelligent Automation, Inc. October 2004 - December 2004
Rensselaer Polytechnic Institute December 2003 - September 2004
Skills
Machine Learning, Signal Processing, Algorithms, Computer Vision, Data Mining, Pattern Recognition, Matlab
Education
University of New Orleans 2001 — 2003
Ph.D., Electrical Engineering
Sichuan University 1994 — 2002
Ph.D., Probability & Statistics
University of New Orleans 2000 — 2001
M.S., Electrical Engineering
Sichuan University 1994 — 1998
B.S., Applied Mathematics
Michelle Vo's Morgan Stanley Smith Barney Experience January 2005 - June 2008
Job Product Marketing at Juniper Networks
Industry Marketing and Advertising
Experience
Juniper Networks June 2013 - Present
Fujitsu September 2009 - September 2011
Kaufmann & Goble Associates April 2006 - April 2009
Morgan Stanley Smith Barney January 2005 - June 2008
Skills
Salesforce.com, Product Management, Microsoft Office, Microsoft Excel, PowerPoint, Analytics, Data Analysis, Customer Service, Financial Analysis, Sales, Financial Modeling, Time Management, Market Research, Product Marketing, Reporting & Analysis
Education
Santa Clara University - Leavey School of Business
Marketing
Juniper Networks June 2013 - Present
Fujitsu September 2009 - September 2011
Kaufmann & Goble Associates April 2006 - April 2009
Morgan Stanley Smith Barney January 2005 - June 2008
Skills
Salesforce.com, Product Management, Microsoft Office, Microsoft Excel, PowerPoint, Analytics, Data Analysis, Customer Service, Financial Analysis, Sales, Financial Modeling, Time Management, Market Research, Product Marketing, Reporting & Analysis
Education
Santa Clara University - Leavey School of Business
Marketing
Enid Alvarez's Morgan Stanley Smith Barney Experience 1990 - 2001
Job Freelance Photographer
Industry Newspapers
Experience
New York Daily News June 2005 - July 2014
Enid Alvarez Photography & Design 2007 - 2009
SNL 2000 - 2001
Saturday Night Live/NBC 2000 - 2001
Morgan Stanley, Smith Barney 1990 - 2001
Skills
Photojournalism, Editorial, Newspaper, Breaking News, Photo Mechanic, Storytelling, Journalism, Photography, Digital Photography, Magazines, Online Journalism, Soundslides, Photos, Portrait Photography, Portraits, Event Photography
Education
SVA 1998 — 2002
Bachelor of Science (BS), Photography
School of Visual Arts 1998 — 2002
Bachelors, Photography
New York Daily News June 2005 - July 2014
Enid Alvarez Photography & Design 2007 - 2009
SNL 2000 - 2001
Saturday Night Live/NBC 2000 - 2001
Morgan Stanley, Smith Barney 1990 - 2001
Skills
Photojournalism, Editorial, Newspaper, Breaking News, Photo Mechanic, Storytelling, Journalism, Photography, Digital Photography, Magazines, Online Journalism, Soundslides, Photos, Portrait Photography, Portraits, Event Photography
Education
SVA 1998 — 2002
Bachelor of Science (BS), Photography
School of Visual Arts 1998 — 2002
Bachelors, Photography
Kristian Mariaca's Morgan Stanley Smith Barney Experience May 2008 - Present
Job Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2008 - Present
Morgan Stanley Smith Barney May 2008 - Present
Bear Stearns September 1996 - March 2008
Skills
Multi-generational..., Family Office, Holistic Financial..., Multi-generational..., Estate Planning, Trusts, Financial Analysis, Portfolio Management, Financial Reporting, Business Leadership..., Investment Strategies
Education
Siena College 1994 — 1996
BS, Finance
Siena College 1993 — 1996
BS, Corporate Finance, Investment Management
St. Georges School
St. Georges School
Morgan Stanley Smith Barney May 2008 - Present
Morgan Stanley Smith Barney May 2008 - Present
Bear Stearns September 1996 - March 2008
Skills
Multi-generational..., Family Office, Holistic Financial..., Multi-generational..., Estate Planning, Trusts, Financial Analysis, Portfolio Management, Financial Reporting, Business Leadership..., Investment Strategies
Education
Siena College 1994 — 1996
BS, Finance
Siena College 1993 — 1996
BS, Corporate Finance, Investment Management
St. Georges School
St. Georges School
Forrest McNeil's Morgan Stanley Smith Barney Experience July 2012 - Present
Job Executive Director at Morgan Stanley Smith Barney
Industry Capital Markets
Experience
Morgan Stanley Smith Barney July 2012 - Present
Citigroup September 2009 - July 2012
Citigroup September 1996 - September 2009
Skills
Equity Trading, Fixed Income Trading, Series 7, Series 63, Series 55, ETFs, Strategic Communications, FINRA, Capital Markets, Securities, Investments
Education
Seton Hall University 2008 — 2009
M.A., Strategic Communication and Leadership
Morgan Stanley Smith Barney July 2012 - Present
Citigroup September 2009 - July 2012
Citigroup September 1996 - September 2009
Skills
Equity Trading, Fixed Income Trading, Series 7, Series 63, Series 55, ETFs, Strategic Communications, FINRA, Capital Markets, Securities, Investments
Education
Seton Hall University 2008 — 2009
M.A., Strategic Communication and Leadership
Akshata Parab's Morgan Stanley Smith Barney Experience 2010 - Present
Job Vice President
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney 2010 - Present
Wireless Ronin Technologies August 2009 - December 2009
ITUpdates Inc. May 2007 - December 2009
Ingersoll Rand (Trane) 2007 - 2008
Infosys Technologies Ltd 2005 - 2007
Global Telesystems(GTL) 2004 - 2005
Skills
C#, XML, WCF, Web Services, Microsoft SQL Server, AJAX, .NET, Software Development, Software Development..., ASP.NET, ADO.NET, SOA, Angularjs, SDLC, Agile Methodologies, Design Patterns, Subversion, JavaScript, UML, AngularJS
Education
D.G.Ruparel
B.S, Physics, Chemistry, Maths
Shreemati Nathibai Damodar Thackersey Women's University
BTech, Electronics & Telecommunications
Morgan Stanley Smith Barney 2010 - Present
Wireless Ronin Technologies August 2009 - December 2009
ITUpdates Inc. May 2007 - December 2009
Ingersoll Rand (Trane) 2007 - 2008
Infosys Technologies Ltd 2005 - 2007
Global Telesystems(GTL) 2004 - 2005
Skills
C#, XML, WCF, Web Services, Microsoft SQL Server, AJAX, .NET, Software Development, Software Development..., ASP.NET, ADO.NET, SOA, Angularjs, SDLC, Agile Methodologies, Design Patterns, Subversion, JavaScript, UML, AngularJS
Education
D.G.Ruparel
B.S, Physics, Chemistry, Maths
Shreemati Nathibai Damodar Thackersey Women's University
BTech, Electronics & Telecommunications
Robert Perry's Morgan Stanley Smith Barney Experience January 2002 - Present
Job Managing Director / Complex Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2012 - Present
Morgan Stanley Smith Barney January 2002 - Present
Smitth Barney January 1993 - November 2002
Franchise Finance Company January 1990 - January 1993
The Related Companies January 1986 - January 1990
Xerox January 1982 - January 1986
Skills
Series 65, Series 7, Series 24, Series 63, Wealth Management, Retirement Planning, Mutual Funds, Alternative Investments, Investment Advisory, Retirement, Asset Allocation, Financial Advisory, Investment Strategies, Securities, Estate Planning, Strategic Financial..., Investments, Asset Managment, Equities, Hedge Funds
Education
San Diego State University-California State University 1977 — 1981
BS, Marketing
Morgan Stanley September 2012 - Present
Morgan Stanley Smith Barney January 2002 - Present
Smitth Barney January 1993 - November 2002
Franchise Finance Company January 1990 - January 1993
The Related Companies January 1986 - January 1990
Xerox January 1982 - January 1986
Skills
Series 65, Series 7, Series 24, Series 63, Wealth Management, Retirement Planning, Mutual Funds, Alternative Investments, Investment Advisory, Retirement, Asset Allocation, Financial Advisory, Investment Strategies, Securities, Estate Planning, Strategic Financial..., Investments, Asset Managment, Equities, Hedge Funds
Education
San Diego State University-California State University 1977 — 1981
BS, Marketing
Soraya LeBrun's Morgan Stanley Smith Barney Experience January 2009 - March 2011
Job Project Management and Operations Professional
Industry Automotive
Experience
Tesla Motors November 2013 - Present
Tesla Motors November 2013 - November 2014
Fidelity Investments February 2012 - November 2013
BlackRock, iShares March 2011 - February 2012
Morgan Stanley Smith Barney January 2009 - March 2011
Morgan Stanley Smith Barney 2004 - 2008
Wells Fargo 2002 - 2004
Skills
Series 63, Series 7, Investments, Retirement Planning, CRM, Due Diligence, Customer Service, Series 65, Financial Services, Retirement, Securities, Management, Strategic Financial..., Sales, Leadership, Project Management, Finance, Marketing, Banking, Microsoft Excel, Process Improvement
Education
Santa Clara University - Leavey School of Business 2000 — 2002
Bachelor of Commerce, Marketing
De Anza College 1998 — 2000
Liberal Arts,Cum Laude
Tesla Motors November 2013 - Present
Tesla Motors November 2013 - November 2014
Fidelity Investments February 2012 - November 2013
BlackRock, iShares March 2011 - February 2012
Morgan Stanley Smith Barney January 2009 - March 2011
Morgan Stanley Smith Barney 2004 - 2008
Wells Fargo 2002 - 2004
Skills
Series 63, Series 7, Investments, Retirement Planning, CRM, Due Diligence, Customer Service, Series 65, Financial Services, Retirement, Securities, Management, Strategic Financial..., Sales, Leadership, Project Management, Finance, Marketing, Banking, Microsoft Excel, Process Improvement
Education
Santa Clara University - Leavey School of Business 2000 — 2002
Bachelor of Commerce, Marketing
De Anza College 1998 — 2000
Liberal Arts,Cum Laude
Jennifer Campagna's Morgan Stanley Smith Barney Experience November 2007 - Present
Job Client Service Associate at Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 2007 - Present
UBS 2002 - 2007
Education
Siena College 1998 — 2002
Finance
Morgan Stanley Smith Barney November 2007 - Present
UBS 2002 - 2007
Education
Siena College 1998 — 2002
Finance
Alessandra Hobler's Morgan Stanley Smith Barney Experience 2009 - 2009
Job Analyst at Liberty Mutual
Industry Financial Services
Experience
Liberty Mutual Insurance May 2013 - Present
Cerulli Associates August 2010 - May 2013
Cammack LaRhette Consulting August 2009 - August 2010
Morgan Stanley Smith Barney 2009 - 2009
Simmons College 2007 - 2009
Skills
Investments, Retirement, Employee Benefits, Research, Project Management, Business Strategy, Strategic Planning, Mutual Funds, Data Analysis, Microsoft Excel, Public Speaking, Marketing Strategy, 401k, Microsoft Office, PowerPoint, Insurance, Customer Service, Pensions, Alternative Investments, Asset Management, 403 b
Education
Simmons College 2005 — 2009
BA, Business Management, Economics, International Relations
Liberty Mutual Insurance May 2013 - Present
Cerulli Associates August 2010 - May 2013
Cammack LaRhette Consulting August 2009 - August 2010
Morgan Stanley Smith Barney 2009 - 2009
Simmons College 2007 - 2009
Skills
Investments, Retirement, Employee Benefits, Research, Project Management, Business Strategy, Strategic Planning, Mutual Funds, Data Analysis, Microsoft Excel, Public Speaking, Marketing Strategy, 401k, Microsoft Office, PowerPoint, Insurance, Customer Service, Pensions, Alternative Investments, Asset Management, 403 b
Education
Simmons College 2005 — 2009
BA, Business Management, Economics, International Relations
Nicholas Casini's Morgan Stanley Smith Barney Experience June 2008 - August 2008
Job Associate, Portfolio Analytics and Reporting at Fisher Investments
Industry Financial Services
Experience
Fisher Investments August 2014 - Present
SoFi January 2014 - August 2014
JPMorgan Chase April 2012 - December 2013
Provident Funding Associates L.P. June 2009 - March 2012
Morgan Stanley Smith Barney June 2008 - August 2008
Morgan Stanley Smith Barney April 2008 - June 2008
Skills
Credit, Funding, Mortgage Underwriting, Financial Risk, Auditing, Finance, Mortgage Lending, Underwriting, Risk, Audit
Education
Santa Clara University - Leavey School of Business 2005 — 2009
Bachelor of Science in Commerce, Finance
Fisher Investments August 2014 - Present
SoFi January 2014 - August 2014
JPMorgan Chase April 2012 - December 2013
Provident Funding Associates L.P. June 2009 - March 2012
Morgan Stanley Smith Barney June 2008 - August 2008
Morgan Stanley Smith Barney April 2008 - June 2008
Skills
Credit, Funding, Mortgage Underwriting, Financial Risk, Auditing, Finance, Mortgage Lending, Underwriting, Risk, Audit
Education
Santa Clara University - Leavey School of Business 2005 — 2009
Bachelor of Science in Commerce, Finance
Frances Herrmann's Morgan Stanley Smith Barney Experience 2010 - March 2014
Job Financial Operations Specialist at CBRE
Industry Financial Services
Experience
CBRE December 2014 - Present
Morgan Stanley Smith Barney 2010 - March 2014
N9NE Group August 2009 - July 2010
Santa Clara University October 2006 - June 2007
Education
Santa Clara University 2005 — 2009
Santa Clara University
Bachelor of Arts Degree, History
University of Victoria
CBRE December 2014 - Present
Morgan Stanley Smith Barney 2010 - March 2014
N9NE Group August 2009 - July 2010
Santa Clara University October 2006 - June 2007
Education
Santa Clara University 2005 — 2009
Santa Clara University
Bachelor of Arts Degree, History
University of Victoria
John Estes's Morgan Stanley Smith Barney Experience July 2011 - July 2012
Job Financial Advisor at First Merit Bank
Industry Financial Services
Experience
First Merit Bank September 2013 - Present
New Penn Financial, LLC September 2012 - September 2013
NAA Life July 2012 - September 2012
Morgan Stanley Smith Barney July 2011 - July 2012
Howard Hanna August 2007 - July 2011
Countrywide Home Loans March 2003 - August 2007
Skills
Mortgage Lending, Investments, Insurance, Strategic Financial...
Education
University of California, Santa Barbara 2000 — 2002
Bachelor of Arts, Business/Economics
Santa Barbara City College 1997 — 2000
General Studies, Business
First Merit Bank September 2013 - Present
New Penn Financial, LLC September 2012 - September 2013
NAA Life July 2012 - September 2012
Morgan Stanley Smith Barney July 2011 - July 2012
Howard Hanna August 2007 - July 2011
Countrywide Home Loans March 2003 - August 2007
Skills
Mortgage Lending, Investments, Insurance, Strategic Financial...
Education
University of California, Santa Barbara 2000 — 2002
Bachelor of Arts, Business/Economics
Santa Barbara City College 1997 — 2000
General Studies, Business
Jon Greenfield's Morgan Stanley Smith Barney Experience April 2004 - Present
Job Senior Vice President at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2004 - Present
Banc of America Securities August 1999 - April 2004
Arthur Andersen August 1993 - August 1997
Skills
Alternative Investments, Investments, Financial Modeling, Private Equity, Financial Analysis, Series 7, Strategic Planning, Wealth Management, REIT, Mergers, Acquisitions, Tender Offers, Retirement Planning, 401k Rollovers, IPO, Asset Managment, Asset Allocation, Estate Planning, Derivatives
Education
University of California, Berkeley 1997 — 1999
MBA, Finance
Santa Clara University 1989 — 1993
BS, Business - Accounting
Morgan Stanley Smith Barney April 2004 - Present
Banc of America Securities August 1999 - April 2004
Arthur Andersen August 1993 - August 1997
Skills
Alternative Investments, Investments, Financial Modeling, Private Equity, Financial Analysis, Series 7, Strategic Planning, Wealth Management, REIT, Mergers, Acquisitions, Tender Offers, Retirement Planning, 401k Rollovers, IPO, Asset Managment, Asset Allocation, Estate Planning, Derivatives
Education
University of California, Berkeley 1997 — 1999
MBA, Finance
Santa Clara University 1989 — 1993
BS, Business - Accounting
Carol Nieckarz's Morgan Stanley Smith Barney Experience June 1997 - April 2009
Job Account Vice President at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services February 2012 - Present
UBS April 2009 - Present
Morgan Stanley Smith Barney June 1997 - April 2009
Education
Siena College 1994 — 1997
Bachelors, Accounting
UBS Financial Services February 2012 - Present
UBS April 2009 - Present
Morgan Stanley Smith Barney June 1997 - April 2009
Education
Siena College 1994 — 1997
Bachelors, Accounting
ALAN HARTER's Morgan Stanley Smith Barney Experience January 2006 - January 2011
Job CEO/Founder at Pactolus Private Wealth Management
Industry Financial Services
Experience
Pactolus Private Wealth Management January 2011 - Present
Morgan Stanley Smith Barney January 2006 - January 2011
Wachovia Wealth Management November 2002 - January 2006
Education
Santa Clara University - Leavey School of Business 1987 — 1991
BS, Finance
Pactolus Private Wealth Management January 2011 - Present
Morgan Stanley Smith Barney January 2006 - January 2011
Wachovia Wealth Management November 2002 - January 2006
Education
Santa Clara University - Leavey School of Business 1987 — 1991
BS, Finance
Martin Petoyan's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company August 2012 - Present
Morgan Stanley Smith Barney June 2011 - August 2011
Merrill Lynch June 2010 - September 2010
Academy of Business Leadership June 2009 - September 2009
Skills
Financial Analysis, Business Planning, Financial Advisory, Mutual Funds, Securities, Wealth Management, Strategic Financial..., Access, Fixed Income, Financial Services, Risk Management, Rollovers, Multi-generational..., Education Funding, Wealth Preservation..., Financial Planning
Education
University of California, Davis 2008 — 2012
Bachelor's degree, Managerial Economics
Sapienza Università di Roma
Sapienza Università di Roma
Van Nuys High School
Van Nuys High School
New York Life Insurance Company August 2012 - Present
Morgan Stanley Smith Barney June 2011 - August 2011
Merrill Lynch June 2010 - September 2010
Academy of Business Leadership June 2009 - September 2009
Skills
Financial Analysis, Business Planning, Financial Advisory, Mutual Funds, Securities, Wealth Management, Strategic Financial..., Access, Fixed Income, Financial Services, Risk Management, Rollovers, Multi-generational..., Education Funding, Wealth Preservation..., Financial Planning
Education
University of California, Davis 2008 — 2012
Bachelor's degree, Managerial Economics
Sapienza Università di Roma
Sapienza Università di Roma
Van Nuys High School
Van Nuys High School
Tyres Jones's Morgan Stanley Smith Barney Experience October 2010 - July 2012
Job Associate
Industry Financial Services
Experience
Morgan Stanley July 2012 - Present
Morgan Stanley Smith Barney October 2010 - July 2012
City of Newark January 2009 - October 2010
Skills
Wealth Management, Collaborative Problem..., Goal-oriented...
Education
Seton Hall University 2007 — 2010
BS, Business Adminstration -Finance
Morgan Stanley July 2012 - Present
Morgan Stanley Smith Barney October 2010 - July 2012
City of Newark January 2009 - October 2010
Skills
Wealth Management, Collaborative Problem..., Goal-oriented...
Education
Seton Hall University 2007 — 2010
BS, Business Adminstration -Finance
Rebecca Denise Violette's Morgan Stanley Smith Barney Experience January 1997 - January 1998
Job California Real Estate Specialist http://www.facebook.com/RealEstateNetworks
Industry Real Estate
Experience
California Real Estate Specialist January 2009 - Present
Silicon Valley Insurance Brokerage January 2008 - September 2010
AAA Life Ins. Co January 2005 - January 2008
Allstate Financial Services, LLC January 2001 - January 2005
Fidelity Investments January 2000 - January 2001
Northwestern Mutual Life Insurance Company January 1999 - January 2000
BWC Investments/Bank of the January 1998 - January 1999
Morgan Stanley Smith Barney January 1997 - January 1998
Advanced Concepts Ins. Services, Inc January 1985 - January 1997
Skills
Real Estate, Investments, Entrepreneurship, Insurance, Strategic Financial...
Education
Heald College, School of Business 1999 — 2001
Applied Science Degree, Business Software Applications
San Jose State University 1982 — 1984
Bachelor of Science, Business Management & Finance
San Jose City College 1980 — 1982
General Ed., AA, International Business
California Real Estate Specialist January 2009 - Present
Silicon Valley Insurance Brokerage January 2008 - September 2010
AAA Life Ins. Co January 2005 - January 2008
Allstate Financial Services, LLC January 2001 - January 2005
Fidelity Investments January 2000 - January 2001
Northwestern Mutual Life Insurance Company January 1999 - January 2000
BWC Investments/Bank of the January 1998 - January 1999
Morgan Stanley Smith Barney January 1997 - January 1998
Advanced Concepts Ins. Services, Inc January 1985 - January 1997
Skills
Real Estate, Investments, Entrepreneurship, Insurance, Strategic Financial...
Education
Heald College, School of Business 1999 — 2001
Applied Science Degree, Business Software Applications
San Jose State University 1982 — 1984
Bachelor of Science, Business Management & Finance
San Jose City College 1980 — 1982
General Ed., AA, International Business
Mark Scimeca's Morgan Stanley Smith Barney Experience October 2009 - February 2010
Job AVP COO at Barclays Investment Bank
Industry Financial Services
Experience
Barclays May 2015 - Present
Barclays Investment Bank December 2013 - Present
Barclays Capital August 2011 - December 2013
Barclays Capital June 2010 - August 2010
The Great Atlantic & Pacific Tea Company June 2009 - August 2010
Morgan Stanley Smith Barney October 2009 - February 2010
Skills
Financial Analysis, Financial Modeling, Process Improvement, Accounting, Trading, Bloomberg, Equities, Fixed Income, Valuation, Derivatives, Finance, Portfolio Management, Capital Markets, Hedge Funds, Investments, Corporate Finance, Investment Banking, Series 7, Asset Management, Financial Reporting, Equity Research, Mutual Funds
Education
Seton Hall University 2007 — 2011
BS, Finance
Barclays May 2015 - Present
Barclays Investment Bank December 2013 - Present
Barclays Capital August 2011 - December 2013
Barclays Capital June 2010 - August 2010
The Great Atlantic & Pacific Tea Company June 2009 - August 2010
Morgan Stanley Smith Barney October 2009 - February 2010
Skills
Financial Analysis, Financial Modeling, Process Improvement, Accounting, Trading, Bloomberg, Equities, Fixed Income, Valuation, Derivatives, Finance, Portfolio Management, Capital Markets, Hedge Funds, Investments, Corporate Finance, Investment Banking, Series 7, Asset Management, Financial Reporting, Equity Research, Mutual Funds
Education
Seton Hall University 2007 — 2011
BS, Finance
Maggie McGeorge's Morgan Stanley Smith Barney Experience June 2011 - September 2011
Job Corporate Recruiter at Ayasdi
Industry Staffing and Recruiting
Experience
Ayasdi August 2014 - Present
TEKsystems August 2013 - August 2014
Cost Plus World Market June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - September 2011
Skills
Management, Leadership, Sales, Event Planning, Technical Recruiting, Networking, Customer Service, Cold Calling, Talent Acquisition, Training, Recruiting, Consulting, Human Resources, Advertising
Education
Santa Clara University 2009 — 2013
Bachelor's degree, Marketing, Graduated
Salpointe High School 2005 — 2009
Ayasdi August 2014 - Present
TEKsystems August 2013 - August 2014
Cost Plus World Market June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - September 2011
Skills
Management, Leadership, Sales, Event Planning, Technical Recruiting, Networking, Customer Service, Cold Calling, Talent Acquisition, Training, Recruiting, Consulting, Human Resources, Advertising
Education
Santa Clara University 2009 — 2013
Bachelor's degree, Marketing, Graduated
Salpointe High School 2005 — 2009
Olly Ludwig's Morgan Stanley Smith Barney Experience March 2008 - January 2010
Job SelfEmployed Investment and Economics Editor
Industry Publishing
Experience
Financial Media Arts July 2015 - Present
ETF.com February 2010 - July 2015
Morgan Stanley Smith Barney March 2008 - January 2010
Bloomberg News April 2006 - March 2008
Reuters June 1989 - 2006
Skills
Copy Editing, Journalism, Editorial, Editing, Blogging, Copywriting, Media Relations, Digital Media, Social Media, News Writing, Marketing Communications, Business Journalism, Publications, Writing, Investments, Equities, Online Journalism, Public Relations, Newspapers, Publishing, Web Content, Storytelling, CMS
Education
City University of New York -- CUNY BA 1992 — 1995
Economic History, Journalism
San Francisco State University 1986 — 1989
Journalism, History
Financial Media Arts July 2015 - Present
ETF.com February 2010 - July 2015
Morgan Stanley Smith Barney March 2008 - January 2010
Bloomberg News April 2006 - March 2008
Reuters June 1989 - 2006
Skills
Copy Editing, Journalism, Editorial, Editing, Blogging, Copywriting, Media Relations, Digital Media, Social Media, News Writing, Marketing Communications, Business Journalism, Publications, Writing, Investments, Equities, Online Journalism, Public Relations, Newspapers, Publishing, Web Content, Storytelling, CMS
Education
City University of New York -- CUNY BA 1992 — 1995
Economic History, Journalism
San Francisco State University 1986 — 1989
Journalism, History
Henry Murakami's Morgan Stanley Smith Barney Experience January 1980 - June 2011
Job First Vice President,Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 1980 - June 2011
Morgan Stanley Smith Barney 1980 - 2011
Education
San Francisco State University
Bachelor of Science, Marketing & Finance
Morgan Stanley Smith Barney January 1980 - June 2011
Morgan Stanley Smith Barney 1980 - 2011
Education
San Francisco State University
Bachelor of Science, Marketing & Finance
Marc Massari's Morgan Stanley Smith Barney Experience July 1992 - April 2008
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James April 2008 - Present
Morgan Stanley Smith Barney July 1992 - April 2008
Skills
Retirement Planning, Investment Advisory, Wealth Management, Retirement, Financial Planning
Education
San Jose State University
Business, Marketing/Finance
Raymond James April 2008 - Present
Morgan Stanley Smith Barney July 1992 - April 2008
Skills
Retirement Planning, Investment Advisory, Wealth Management, Retirement, Financial Planning
Education
San Jose State University
Business, Marketing/Finance
Paul DeGrazia's Morgan Stanley Smith Barney Experience December 2007 - January 2010
Job Vice President; Senior Relationship Manager
Industry Financial Services
Experience
TD Private Client Wealth January 2010 - Present
Morgan Stanley Smith Barney December 2007 - January 2010
Merrill Lynch January 2007 - December 2007
Education
Seton Hall University 1991 — 1995
BS, Finance
Seton Hall University 1991 — 1995
BS, Finance
TD Private Client Wealth January 2010 - Present
Morgan Stanley Smith Barney December 2007 - January 2010
Merrill Lynch January 2007 - December 2007
Education
Seton Hall University 1991 — 1995
BS, Finance
Seton Hall University 1991 — 1995
BS, Finance
Eric Cardenas's Morgan Stanley Smith Barney Experience August 1992 - November 2008
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2015 - Present
UBS November 2008 - January 2015
Morgan Stanley Smith Barney August 1992 - November 2008
Education
Santa Clara University 1988 — 1992
BA, Economics
Loyola High School 1984 — 1988
High School, Mathematics
Wells Fargo Advisors, LLC January 2015 - Present
UBS November 2008 - January 2015
Morgan Stanley Smith Barney August 1992 - November 2008
Education
Santa Clara University 1988 — 1992
BA, Economics
Loyola High School 1984 — 1988
High School, Mathematics
Erik Lew's Morgan Stanley Smith Barney Experience June 2003 - September 2003
Job Finance Manager, IT at Microsoft
Industry Capital Markets
Experience
Microsoft April 2014 - Present
FHLB Seattle September 2008 - April 2014
Asian Association for Lifelong Learning - Hong Kong June 2008 - August 2008
UW Medical Center Publication Services September 2007 - June 2008
Chinese University of Hong Kong July 2007 - August 2007
SignOn, Inc May 2006 - June 2007
Seattle Public Library November 2005 - September 2006
Morgan Stanley Smith Barney June 2003 - September 2003
Skills
Financial Analysis, Accounting, VBA Programming, Crystal Reports, Excel, Access
Education
Seattle University 2011 — 2013
MBA, Finance
University of Washington, Michael G. Foster School of Business
BA, Accounting
The Chinese University of Hong Kong
Microsoft April 2014 - Present
FHLB Seattle September 2008 - April 2014
Asian Association for Lifelong Learning - Hong Kong June 2008 - August 2008
UW Medical Center Publication Services September 2007 - June 2008
Chinese University of Hong Kong July 2007 - August 2007
SignOn, Inc May 2006 - June 2007
Seattle Public Library November 2005 - September 2006
Morgan Stanley Smith Barney June 2003 - September 2003
Skills
Financial Analysis, Accounting, VBA Programming, Crystal Reports, Excel, Access
Education
Seattle University 2011 — 2013
MBA, Finance
University of Washington, Michael G. Foster School of Business
BA, Accounting
The Chinese University of Hong Kong
Harish Birla's Morgan Stanley Smith Barney Experience June 2007 - Present
Job Onsite representative for Mutual funds in Mainframe at Morgan Stanley Smith Barney
Industry Information Technology and Services
Experience
Tata Consultancy Services June 2007 - Present
Morgan Stanley Smith Barney June 2007 - Present
IBM Global Business Services June 2005 - May 2007
Education
Shivaji University 2002 — 2005
BE, Mech
Tata Consultancy Services June 2007 - Present
Morgan Stanley Smith Barney June 2007 - Present
IBM Global Business Services June 2005 - May 2007
Education
Shivaji University 2002 — 2005
BE, Mech
Michael A. Hart, CFP®'s Morgan Stanley Smith Barney Experience August 1998 - Present
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney August 1998 - Present
Skills
Series 7, Series 63, Series 65, Series 31, Uniform Combined State..., Life & Health Insurance..., CA Insurance License, Certified Financial..., Strategic Financial..., Retirement Planning, Wealth Management, Asset Allocation, Investment Advisory, Investment Strategies, Retirement, 401k Rollovers, Mutual Funds, Saving for Education, 529 Plans
Education
Seattle University 1994 — 1998
Master of Business Administration (M.B.A.), International Business and Marketing
University of Dayton 1970 — 1974
Bachelor of Arts (B.A.), Communication Arts
Morgan Stanley Smith Barney August 1998 - Present
Skills
Series 7, Series 63, Series 65, Series 31, Uniform Combined State..., Life & Health Insurance..., CA Insurance License, Certified Financial..., Strategic Financial..., Retirement Planning, Wealth Management, Asset Allocation, Investment Advisory, Investment Strategies, Retirement, 401k Rollovers, Mutual Funds, Saving for Education, 529 Plans
Education
Seattle University 1994 — 1998
Master of Business Administration (M.B.A.), International Business and Marketing
University of Dayton 1970 — 1974
Bachelor of Arts (B.A.), Communication Arts
Martin Keil's Morgan Stanley Smith Barney Experience 1981 - 2009
Job Senior Vice President Investments at Crowell, Weedon & Co.
Industry Investment Management
Experience
Crowell, Weedon & Co. August 2009 - Present
Morgan Stanley Smith Barney 1981 - 2009
Skills
Wealth Management, Series 65, Series 7, Investment Strategies, Series 63, Retirement Planning, Estate Planning, Asset Management, Mutual Funds, Asset Allocation, Alternative Investments
Education
San Francisco State University 1973 — 1977
Bachelor of Arts (B.A.), International Relations and Affairs
Crowell, Weedon & Co. August 2009 - Present
Morgan Stanley Smith Barney 1981 - 2009
Skills
Wealth Management, Series 65, Series 7, Investment Strategies, Series 63, Retirement Planning, Estate Planning, Asset Management, Mutual Funds, Asset Allocation, Alternative Investments
Education
San Francisco State University 1973 — 1977
Bachelor of Arts (B.A.), International Relations and Affairs
Jonathan Braun's Morgan Stanley Smith Barney Experience May 2009 - August 2009
Job Associate, Restructuring at Lehman Brothers
Industry Banking
Experience
Lehman Brothers Holdings Inc. June 2013 - Present
Lehman Brothers Holdings Inc. June 2012 - May 2013
Morgan Stanley 2011 - May 2012
Bank of Manhattan May 2010 - August 2010
Camacho & Seijas, S.L. February 2010 - May 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Financial Modeling, Finance, Restructuring, Due Diligence, Financial Analysis, Modeling, Microsoft Excel, Microsoft Office, Investment Banking, Debt Settlement, PowerPoint, Settlement Agreements, Accounting, Management, Analysis, Microsoft Word, Data Analysis, Leadership, Financial Reporting, Variance Analysis, Corporate Finance, Risk Management, Assets Recovery, Solvency, Sensitivity Analysis, Debtors
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
Bachelor of Science (B.S.), Finance
Instituto Internacional - Madrid, Spain 2010 — 2010
Semester abroad
Crossroads High School 2003 — 2007
High School Diploma
School of Architecture at Syracuse University 2006 — 2006
Syracuse University 2007 — 2011
Bachelor of Science (B.S.), Finance
Lehman Brothers Holdings Inc. June 2013 - Present
Lehman Brothers Holdings Inc. June 2012 - May 2013
Morgan Stanley 2011 - May 2012
Bank of Manhattan May 2010 - August 2010
Camacho & Seijas, S.L. February 2010 - May 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Financial Modeling, Finance, Restructuring, Due Diligence, Financial Analysis, Modeling, Microsoft Excel, Microsoft Office, Investment Banking, Debt Settlement, PowerPoint, Settlement Agreements, Accounting, Management, Analysis, Microsoft Word, Data Analysis, Leadership, Financial Reporting, Variance Analysis, Corporate Finance, Risk Management, Assets Recovery, Solvency, Sensitivity Analysis, Debtors
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
Bachelor of Science (B.S.), Finance
Instituto Internacional - Madrid, Spain 2010 — 2010
Semester abroad
Crossroads High School 2003 — 2007
High School Diploma
School of Architecture at Syracuse University 2006 — 2006
Syracuse University 2007 — 2011
Bachelor of Science (B.S.), Finance
Andrew Reath's Morgan Stanley Smith Barney Experience September 2010 - January 2011
Job Investment Advisor
Industry Financial Services
Experience
Orrstown Bank October 2012 - Present
Integra LifeSciences August 2011 - September 2012
Morgan Stanley Smith Barney September 2010 - January 2011
Lowe's Home Improvement May 2007 - August 2010
Skills
Forecasting, Financial Analysis, Access, Financial Reporting, Variance Analysis, Finance, Microsoft Excel, Budgets, Financial Modeling, Strategic Financial...
Education
Shippensburg University of Pennsylvania 2006 — 2010
B.S.B.A, Finance
Orrstown Bank October 2012 - Present
Integra LifeSciences August 2011 - September 2012
Morgan Stanley Smith Barney September 2010 - January 2011
Lowe's Home Improvement May 2007 - August 2010
Skills
Forecasting, Financial Analysis, Access, Financial Reporting, Variance Analysis, Finance, Microsoft Excel, Budgets, Financial Modeling, Strategic Financial...
Education
Shippensburg University of Pennsylvania 2006 — 2010
B.S.B.A, Finance
Thomas Paradise's Morgan Stanley Smith Barney Experience November 2010 - July 2011
Job Managing Member Moradas Ridge LLC
Industry Real Estate
Experience
Tampa September 2012 - Present
Morgan Stanley Smith Barney November 2010 - July 2011
Merrill Lynch July 2008 - November 2010
Goldman Sachs & Co. 2000 - 2007
Spear, Leeds and Kellogg December 1993 - August 2000
Skills
Trading, ETFs, Risk Management, Equities, Options, Trading Systems, Derivatives, Hedging, Equity Trading, Commodities, Market Making, Portfolio Management
Education
Seton Hall University 1988 — 1993
BA, Political Science
Tampa September 2012 - Present
Morgan Stanley Smith Barney November 2010 - July 2011
Merrill Lynch July 2008 - November 2010
Goldman Sachs & Co. 2000 - 2007
Spear, Leeds and Kellogg December 1993 - August 2000
Skills
Trading, ETFs, Risk Management, Equities, Options, Trading Systems, Derivatives, Hedging, Equity Trading, Commodities, Market Making, Portfolio Management
Education
Seton Hall University 1988 — 1993
BA, Political Science
Daysi Leiva's Morgan Stanley Smith Barney Experience January 2005 - September 2012
Job Associate at Fieldpoint Private
Industry Financial Services
Experience
Fieldpoint Private September 2012 - Present
Morgan Stanley Smith Barney January 2005 - September 2012
Skills
Fixed Income, Asset Management, Customer Service, Financial Advisory, Asset Allocation, Series 65, Project Management, Mutual Funds, Finance, Operations Management, Leadership, Series 63, Retirement, Equities, Investments, Fixed Annuities, Management Consulting, Retirement Planning, Insurance, Financial Services, Research, PowerPoint, Investment Management, FINRA, Event Planning, Securities, IRAs, Alternative Investments, New Business Development, Public Speaking, Marketing Strategy, Strategic Planning, Microsoft Excel, Social Media Marketing, Budgets, Hedge Funds, Account Management, Investment Strategies, Microsoft Office, Strategic Financial..., Bonds, Wealth Management, Uniform Combined State..., Bloomberg, 401k Rollovers, Investment Advisory, Portfolio Management, Social Media, 401k, 529 Plans
Education
Seton Hall University 2007 — 2010
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Seton Hall University 2001 — 2005
Bachelor of Science (B.S.), Management/Marketing
Fieldpoint Private September 2012 - Present
Morgan Stanley Smith Barney January 2005 - September 2012
Skills
Fixed Income, Asset Management, Customer Service, Financial Advisory, Asset Allocation, Series 65, Project Management, Mutual Funds, Finance, Operations Management, Leadership, Series 63, Retirement, Equities, Investments, Fixed Annuities, Management Consulting, Retirement Planning, Insurance, Financial Services, Research, PowerPoint, Investment Management, FINRA, Event Planning, Securities, IRAs, Alternative Investments, New Business Development, Public Speaking, Marketing Strategy, Strategic Planning, Microsoft Excel, Social Media Marketing, Budgets, Hedge Funds, Account Management, Investment Strategies, Microsoft Office, Strategic Financial..., Bonds, Wealth Management, Uniform Combined State..., Bloomberg, 401k Rollovers, Investment Advisory, Portfolio Management, Social Media, 401k, 529 Plans
Education
Seton Hall University 2007 — 2010
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Seton Hall University 2001 — 2005
Bachelor of Science (B.S.), Management/Marketing
Ricky Fox's Morgan Stanley Smith Barney Experience 1995 - 2000
Job Owner Managing Partner at SHBP LLC.
Industry Consumer Services
Experience
SHBP LLC. February 2013 - Present
Time Warner Cable January 2013 - Present
Dr. Newtons Naturals March 2010 - October 2012
IDEXX Laboratories 2004 - 2006
Prudential Financial 2000 - 2002
Morgan Stanley Smith Barney 1995 - 2000
Charles Schwab 1985 - 1991
Skills
Sales Management, Sales, Strategic Planning, Customer Service, Team Building, Team Leadership, Contract Negotiation, Microsoft Office, Sales Process, Microsoft Excel, Social Media, PowerPoint, Account Management, Lead Generation, Solution Selling, Sales Operations
Education
Union College 1985 — 1987
MBA, Finance
Siena College 1980 — 1984
BS, Management
SHBP LLC. February 2013 - Present
Time Warner Cable January 2013 - Present
Dr. Newtons Naturals March 2010 - October 2012
IDEXX Laboratories 2004 - 2006
Prudential Financial 2000 - 2002
Morgan Stanley Smith Barney 1995 - 2000
Charles Schwab 1985 - 1991
Skills
Sales Management, Sales, Strategic Planning, Customer Service, Team Building, Team Leadership, Contract Negotiation, Microsoft Office, Sales Process, Microsoft Excel, Social Media, PowerPoint, Account Management, Lead Generation, Solution Selling, Sales Operations
Education
Union College 1985 — 1987
MBA, Finance
Siena College 1980 — 1984
BS, Management
claudia hull's Morgan Stanley Smith Barney Experience November 2000 - Present
Job Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 2000 - Present
Education
San Jose State University
MBA, Business
Morgan Stanley Smith Barney November 2000 - Present
Education
San Jose State University
MBA, Business
CARMELA NOCERINO's Morgan Stanley Smith Barney Experience April 2012 - Present
Job Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2012 - Present
Merrill Lynch February 2009 - March 2012
Merrill Lynch April 2000 - February 2009
Education
Seton Hall University 1978 — 1982
BACHELOR OF SCIENCE, BUSINESS ADMINISTRATION
Morgan Stanley Smith Barney April 2012 - Present
Merrill Lynch February 2009 - March 2012
Merrill Lynch April 2000 - February 2009
Education
Seton Hall University 1978 — 1982
BACHELOR OF SCIENCE, BUSINESS ADMINISTRATION
Aliene Porter's Morgan Stanley Smith Barney Experience September 1992 - July 1995
Job Home Manager at Porter Household
Industry Education Management
Experience
Santa Rosa Junior College January 2011 - Present
Porter Household July 1995 - Present
Morgan Stanley Smith Barney September 1992 - July 1995
State Farm Insurance Agency January 1990 - August 1992
Education
Santa Rosa Junior College 2011 — 2011
College of Marin 1976 — 1977
Santa Rosa Junior College January 2011 - Present
Porter Household July 1995 - Present
Morgan Stanley Smith Barney September 1992 - July 1995
State Farm Insurance Agency January 1990 - August 1992
Education
Santa Rosa Junior College 2011 — 2011
College of Marin 1976 — 1977
Albert Compitello's Morgan Stanley Smith Barney Experience December 2011 - November 2013
Job Director, Institutional Securities Group : Fixed Income Derivatives, Cleared Swaps
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley November 2013 - January 2015
Morgan Stanley Smith Barney December 2011 - November 2013
GDS International January 2010 - August 2011
Momentum Resource Solutions May 2006 - August 2009
Skills
Series 7, Securities, Fixed Income, Trading, Financial Analysis, Options, Bonds, Capital Markets, Financial Markets, Finance, Risk Management, Hedge Funds, Derivatives, Relationship Management
Education
Seton Hall University 2005 — 2009
BA, Business, Journalism
Morgan Stanley January 2015 - Present
Morgan Stanley November 2013 - January 2015
Morgan Stanley Smith Barney December 2011 - November 2013
GDS International January 2010 - August 2011
Momentum Resource Solutions May 2006 - August 2009
Skills
Series 7, Securities, Fixed Income, Trading, Financial Analysis, Options, Bonds, Capital Markets, Financial Markets, Finance, Risk Management, Hedge Funds, Derivatives, Relationship Management
Education
Seton Hall University 2005 — 2009
BA, Business, Journalism
Dave Kempton's Morgan Stanley Smith Barney Experience September 2001 - Present
Job Accredited Asset Management Speciallist, AAMS at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney September 2001 - Present
A G Edwards, Inc January 2001 - April 2003
J C Penney Co. Inc January 1965 - November 1999
Skills
Licensed Life Insurance..., Licensed Financial...
Education
San Jose State University
Morgan Stanley Smith Barney September 2001 - Present
A G Edwards, Inc January 2001 - April 2003
J C Penney Co. Inc January 1965 - November 1999
Skills
Licensed Life Insurance..., Licensed Financial...
Education
San Jose State University
Jestin Chang's Morgan Stanley Smith Barney Experience August 2012 - Present
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney August 2012 - Present
Education
San Francisco State University
Bachelor's degree, Finance, General
Morgan Stanley Smith Barney August 2012 - Present
Education
San Francisco State University
Bachelor's degree, Finance, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.