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
Jake Swetnam Jake Swetnam's Morgan Stanley Smith Barney Experience May 2009 - August 2009
Job Associate at AB Private Credit Investors
Industry Financial Services
Experience
AB July 2015 - Present
ORIX Leveraged Finance June 2011 - June 2015
The Zucker Group May 2010 - November 2010
Merrill Lynch January 2010 - May 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Financial Statement..., Leveraged Finance, Corporate Finance, Financial Modeling, Credit Analysis, Business Valuation, Investments, Due Diligence, Microsoft Excel
Education
Southern Methodist University - Cox School of Business 2007 — 2011
BBA & BA, Finance & Spanish
AB July 2015 - Present
ORIX Leveraged Finance June 2011 - June 2015
The Zucker Group May 2010 - November 2010
Merrill Lynch January 2010 - May 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Financial Statement..., Leveraged Finance, Corporate Finance, Financial Modeling, Credit Analysis, Business Valuation, Investments, Due Diligence, Microsoft Excel
Education
Southern Methodist University - Cox School of Business 2007 — 2011
BBA & BA, Finance & Spanish
Michelle Vartanian Michelle Vartanian's Morgan Stanley Smith Barney Experience November 1994 - September 2013
Job Senior Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. September 2013 - Present
Morgan Stanley Smith Barney November 1994 - September 2013
Prudential Bache Securitites May 1982 - November 1994
Skills
Investments, Portfolio Management, Banking, Finance, Financial Analysis, Risk Management, Financial Planning, Financial Services, Asset Management, Retirement Planning
Education
Springfield College 1974 — 1978
Bachelor of Science (BS) Cum Laude
Minnechaug Regional High School 1970 — 1974
UBS Financial Services Inc. September 2013 - Present
Morgan Stanley Smith Barney November 1994 - September 2013
Prudential Bache Securitites May 1982 - November 1994
Skills
Investments, Portfolio Management, Banking, Finance, Financial Analysis, Risk Management, Financial Planning, Financial Services, Asset Management, Retirement Planning
Education
Springfield College 1974 — 1978
Bachelor of Science (BS) Cum Laude
Minnechaug Regional High School 1970 — 1974
Nick Hemmen Nick Hemmen's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Account Executive at Glassdoor
Industry Financial Services
Experience
Glassdoor June 2015 - Present
Host Analytics Inc January 2015 - May 2015
Host Analytics, Inc. November 2013 - January 2015
MassMutual San Francisco June 2013 - November 2013
Target October 2012 - January 2013
Franklin Templeton Investments May 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Alupka Asset Management June 2010 - August 2010
Skills
Leadership, Analysis, Sales, Team Leadership, Fixed Annuities, Salesforce.com, Financial Analysis, Mutual Funds, Team Management, Leadership Development, Microsoft Excel, Insurance, SaaS, Customer Service, B2B, Retail
Education
Sonoma State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Major: Finance; Minor: Economics
De La Salle High School 2005 — 2009
Glassdoor June 2015 - Present
Host Analytics Inc January 2015 - May 2015
Host Analytics, Inc. November 2013 - January 2015
MassMutual San Francisco June 2013 - November 2013
Target October 2012 - January 2013
Franklin Templeton Investments May 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Alupka Asset Management June 2010 - August 2010
Skills
Leadership, Analysis, Sales, Team Leadership, Fixed Annuities, Salesforce.com, Financial Analysis, Mutual Funds, Team Management, Leadership Development, Microsoft Excel, Insurance, SaaS, Customer Service, B2B, Retail
Education
Sonoma State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Major: Finance; Minor: Economics
De La Salle High School 2005 — 2009
Chad Arnold Chad Arnold's Morgan Stanley Smith Barney Experience July 2011 - June 2012
Job Jr. Loan Officer at Colonial National Mortgage
Industry Real Estate
Experience
Colonial National Mortgage (CNMCS) July 2015 - Present
Continental Resources June 2013 - July 2015
LilesTims, Inc. June 2012 - May 2013
Gaillardia Country Club March 2010 - August 2012
Morgan Stanley Smith Barney July 2011 - June 2012
Skills
Finance, Budgets, Financial Forecasting, Financial Analysis, Politics, Analysis, Microsoft Office, Stocks, Variance Analysis, Golf, SAP BPC, Microsoft Project, Strategic Financial..., Research, Time Management, Event Planning, MS Project, Technical Analysis, Financial Planning, Customer Service, Microsoft Excel, Microsoft Word, Public Speaking, Financial Reporting, PowerPoint
Education
Southwestern Christian University 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Colonial National Mortgage (CNMCS) July 2015 - Present
Continental Resources June 2013 - July 2015
LilesTims, Inc. June 2012 - May 2013
Gaillardia Country Club March 2010 - August 2012
Morgan Stanley Smith Barney July 2011 - June 2012
Skills
Finance, Budgets, Financial Forecasting, Financial Analysis, Politics, Analysis, Microsoft Office, Stocks, Variance Analysis, Golf, SAP BPC, Microsoft Project, Strategic Financial..., Research, Time Management, Event Planning, MS Project, Technical Analysis, Financial Planning, Customer Service, Microsoft Excel, Microsoft Word, Public Speaking, Financial Reporting, PowerPoint
Education
Southwestern Christian University 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Devon Chow Devon Chow's Morgan Stanley Smith Barney Experience May 2011 - August 2011
Job Commercial Real Estate Associate
Industry Financial Services
Experience
First Hawaiian Bank Commercial Credit AnalystFirst Hawaiian BankSeptember 2011 - Present
Morgan Stanley Smith Barney May 2011 - August 2011
Consulting September 2009 - December 2010
Resolution Economics December 2008 - August 2009
Skills
Microsoft Office, Financial Analysis, Microsoft Excel, Analysis, Data Analysis, Financial Modeling, Research, Credit, Public Speaking, Finance, Risk Management, Customer Service, Marketing, PowerPoint, Management, Access, Economics, Microsoft Word
Education
University of Hawaii at Manoa 2011 — 2013
MBA, Business Administration
Sonoma State University 2004 — 2007
B.S., Business Administration
Hawaii Preparatory Academy 2000 — 2003
First Hawaiian Bank Commercial Credit AnalystFirst Hawaiian BankSeptember 2011 - Present
Morgan Stanley Smith Barney May 2011 - August 2011
Consulting September 2009 - December 2010
Resolution Economics December 2008 - August 2009
Skills
Microsoft Office, Financial Analysis, Microsoft Excel, Analysis, Data Analysis, Financial Modeling, Research, Credit, Public Speaking, Finance, Risk Management, Customer Service, Marketing, PowerPoint, Management, Access, Economics, Microsoft Word
Education
University of Hawaii at Manoa 2011 — 2013
MBA, Business Administration
Sonoma State University 2004 — 2007
B.S., Business Administration
Hawaii Preparatory Academy 2000 — 2003
Thomas Chapline Thomas Chapline's Morgan Stanley Smith Barney Experience July 2011 - August 2011
Job Bachelor of Business Administration in Accounting at SMU
Industry Accounting
Experience
KPMG US October 2014 - Present
Rothstein Kass January 2013 - March 2013
Southern Tide August 2011 - January 2013
Morgan Stanley Smith Barney July 2011 - August 2011
Muller Bressler Brown June 2010 - August 2010
Skills
Advertising, Leadership
Education
Southern Methodist University - Cox School of Business 2013 — 2014
MS in Accounting, Accounting
Southern Methodist University - Cox School of Business 2009 — 2013
Bachelor of Business Administration, Accounting
KPMG US October 2014 - Present
Rothstein Kass January 2013 - March 2013
Southern Tide August 2011 - January 2013
Morgan Stanley Smith Barney July 2011 - August 2011
Muller Bressler Brown June 2010 - August 2010
Skills
Advertising, Leadership
Education
Southern Methodist University - Cox School of Business 2013 — 2014
MS in Accounting, Accounting
Southern Methodist University - Cox School of Business 2009 — 2013
Bachelor of Business Administration, Accounting
Louis Bell Jr Louis Bell Jr's Morgan Stanley Smith Barney Experience May 2002 - June 2006
Job CEO at Bell Financial Solutions LLC / Founder of Wealth Warrior Academy / Author/ Speaker
Industry Financial Services
Experience
UBS Wealth Management January 2009 - January 2013
Merrill Lynch June 2006 - January 2009
Morgan Stanley Smith Barney May 2002 - June 2006
BarBel Entertainment GP Inc. (Rip-it Records) February 1993 - June 2000
Skills
401k Rollovers, Strategic Planning, Series 7, Series 65, Investment Advisory, Retirement Planning, Wealth Management, Financial Services, Retirement, Mutual Funds, Asset Allocation, Customer Service, Leadership Development, Economic Development, Motivational Speaking, Faith-based, Alternative Investments, Finance, Investments, Strategic Financial..., FINRA, Uniform Combined State...
Education
Life Christian University 1998 — 2000
BA, Theology
South Carolina State University 1985 — 1989
BS, Marketing
UBS Wealth Management January 2009 - January 2013
Merrill Lynch June 2006 - January 2009
Morgan Stanley Smith Barney May 2002 - June 2006
BarBel Entertainment GP Inc. (Rip-it Records) February 1993 - June 2000
Skills
401k Rollovers, Strategic Planning, Series 7, Series 65, Investment Advisory, Retirement Planning, Wealth Management, Financial Services, Retirement, Mutual Funds, Asset Allocation, Customer Service, Leadership Development, Economic Development, Motivational Speaking, Faith-based, Alternative Investments, Finance, Investments, Strategic Financial..., FINRA, Uniform Combined State...
Education
Life Christian University 1998 — 2000
BA, Theology
South Carolina State University 1985 — 1989
BS, Marketing
Austin Raines's Morgan Stanley Smith Barney Experience October 2010 - September 2011
Job Law Clerk at Cotchett, Pitre & McCarthy, LLP
Industry Law Practice
Experience
Cotchett, Pitre & McCarthy, LLP September 2015 - Present
UC Hastings College of the Law January 2015 - Present
Walkup, Melodia, Kelly & Schoenberger May 2014 - August 2014
Los Angeles Superior Court May 2013 - August 2013
Swank Capital, LLC January 2012 - March 2012
Morgan Stanley Smith Barney October 2010 - September 2011
Skills
Legal Writing, Legal Research, Economics, Mergers & Acquisitions, Strategy, Venture Capital, Financial Modeling, Finance, Leadership, Due Diligence, Valuation, Financial Analysis, Corporate Finance, Asset Management, Teamwork, Securities, Asset Allocation, Private Equity, Bloomberg, Microsoft Excel, Investments, Equities, Risk Management, Portfolio Management, Alternative Investments, Capital Markets, Estate Planning, Hedge Funds, Investment Banking, Bloomberg Terminal, Mutual Funds, Series 7, Market Analysis, PowerPoint, Microsoft Office, Microsoft Word
Education
University of California, Hastings College of the Law 2012 — 2015
Doctor of Law (J.D.)
Southern Methodist University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General, with Honors
University of Oxford 2008 — 2008
Political Science and Government
Cotchett, Pitre & McCarthy, LLP September 2015 - Present
UC Hastings College of the Law January 2015 - Present
Walkup, Melodia, Kelly & Schoenberger May 2014 - August 2014
Los Angeles Superior Court May 2013 - August 2013
Swank Capital, LLC January 2012 - March 2012
Morgan Stanley Smith Barney October 2010 - September 2011
Skills
Legal Writing, Legal Research, Economics, Mergers & Acquisitions, Strategy, Venture Capital, Financial Modeling, Finance, Leadership, Due Diligence, Valuation, Financial Analysis, Corporate Finance, Asset Management, Teamwork, Securities, Asset Allocation, Private Equity, Bloomberg, Microsoft Excel, Investments, Equities, Risk Management, Portfolio Management, Alternative Investments, Capital Markets, Estate Planning, Hedge Funds, Investment Banking, Bloomberg Terminal, Mutual Funds, Series 7, Market Analysis, PowerPoint, Microsoft Office, Microsoft Word
Education
University of California, Hastings College of the Law 2012 — 2015
Doctor of Law (J.D.)
Southern Methodist University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General, with Honors
University of Oxford 2008 — 2008
Political Science and Government
Gayle Reed, CIMA®, CWS® Gayle Reed, CIMA®, CWS®'s Morgan Stanley Smith Barney Experience January 1980 - September 2009
Job Senior Vice President, Financial Advisor at D.A. Davidson & Co.
Industry Financial Services
Experience
D A Davidson September 2009 - Present
Morgan Stanley Smith Barney January 1980 - September 2009
Skills
Wealth Management, Securities, Finance, Small Business, Investment Management, Fixed Annuities, Investments, Series 7, Mutual Funds, Portfolio Management, Retirement Income..., Qualified Retirement..., Asset Allocation, Variable Annuities, Managed Money
Education
Southern Oregon University 1974 — 1979
Bachelor’s Degree, Business Administration and Management, General
Crater High School
D A Davidson September 2009 - Present
Morgan Stanley Smith Barney January 1980 - September 2009
Skills
Wealth Management, Securities, Finance, Small Business, Investment Management, Fixed Annuities, Investments, Series 7, Mutual Funds, Portfolio Management, Retirement Income..., Qualified Retirement..., Asset Allocation, Variable Annuities, Managed Money
Education
Southern Oregon University 1974 — 1979
Bachelor’s Degree, Business Administration and Management, General
Crater High School
Jordan Hensley Jordan Hensley's Morgan Stanley Smith Barney Experience October 2010 - January 2012
Job Senior Associate Producer at Jack Morton Worldwide
Industry Fine Art
Experience
Jack Morton Worldwide April 2015 - Present
Jack Morton Worldwide August 2014 - March 2015
Jack Morton Worldwide January 2014 - July 2014
Jack Morton Worldwide May 2013 - December 2013
Jack Morton Worldwide July 2012 - May 2013
Midwest Fashion Week January 2012 - March 2012
Skinner, Inc. June 2011 - March 2012
Morgan Stanley Smith Barney October 2010 - January 2012
Pierre Menard Gallery August 2010 - November 2010
St. Lawrence University, Hill News September 2007 - May 2010
Skills
Event Planning, Editing, Marketing, Advertising, Media Relations, Leadership, Sales, Strategy, Business Development, Research, Customer Service, Internal Communications, Video, Social Media, Art, Facebook, Social Networking, Blogging
Education
St. Lawrence University 2006 — 2010
Bachelor, Fine Arts, Creative Writing, African Studies
Brebeuf Jesuit Preparatory 2003 — 2006
St. Richards 1994 — 2002
Jack Morton Worldwide April 2015 - Present
Jack Morton Worldwide August 2014 - March 2015
Jack Morton Worldwide January 2014 - July 2014
Jack Morton Worldwide May 2013 - December 2013
Jack Morton Worldwide July 2012 - May 2013
Midwest Fashion Week January 2012 - March 2012
Skinner, Inc. June 2011 - March 2012
Morgan Stanley Smith Barney October 2010 - January 2012
Pierre Menard Gallery August 2010 - November 2010
St. Lawrence University, Hill News September 2007 - May 2010
Skills
Event Planning, Editing, Marketing, Advertising, Media Relations, Leadership, Sales, Strategy, Business Development, Research, Customer Service, Internal Communications, Video, Social Media, Art, Facebook, Social Networking, Blogging
Education
St. Lawrence University 2006 — 2010
Bachelor, Fine Arts, Creative Writing, African Studies
Brebeuf Jesuit Preparatory 2003 — 2006
St. Richards 1994 — 2002
Frank Subasic Frank Subasic's Morgan Stanley Smith Barney Experience December 2009 - July 2010
Job Regional Brokerage Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2010 - Present
Morgan Stanley Smith Barney December 2009 - July 2010
Morgan Stanley 2007 - 2009
Morgan Stanley 2006 - 2007
Morgan Stanley 2002 - 2006
Morgan Stanley 2000 - 2002
Education
St. Francis University 1981 — 1985
BS, Business Management
Wells Fargo Advisors, LLC 2010 - Present
Morgan Stanley Smith Barney December 2009 - July 2010
Morgan Stanley 2007 - 2009
Morgan Stanley 2006 - 2007
Morgan Stanley 2002 - 2006
Morgan Stanley 2000 - 2002
Education
St. Francis University 1981 — 1985
BS, Business Management
Erica Peterson Erica Peterson's Morgan Stanley Smith Barney Experience December 2009 - July 2012
Job Visual Merchandising Leader & Educator at lululemon athletica
Industry Retail
Experience
lululemon athletica June 2015 - Present
lululemon athletica October 2014 - Present
Paint Nite October 2012 - September 2014
Windrose Advisors July 2012 - September 2014
Morgan Stanley Smith Barney December 2009 - July 2012
Citigroup September 2008 - December 2009
Deutsche Bank 2007 - 2007
Deutsche Bank 2007 - 2007
Education
Saint Lawrence University 2004 — 2008
Bachelor of Arts (B.A.), Double Major: Economics and English (Concentration: Writing)
The Buffalo Seminary 2000 — 2004
High School
lululemon athletica June 2015 - Present
lululemon athletica October 2014 - Present
Paint Nite October 2012 - September 2014
Windrose Advisors July 2012 - September 2014
Morgan Stanley Smith Barney December 2009 - July 2012
Citigroup September 2008 - December 2009
Deutsche Bank 2007 - 2007
Deutsche Bank 2007 - 2007
Education
Saint Lawrence University 2004 — 2008
Bachelor of Arts (B.A.), Double Major: Economics and English (Concentration: Writing)
The Buffalo Seminary 2000 — 2004
High School
Desiree Molloy's Morgan Stanley Smith Barney Experience August 1992 - September 2009
Job Supervisory Branch Operations Manager at D.A. Davidson & Co. Medford|Klamath Falls|Roseburg
Industry Financial Services
Experience
D.A. Davidson & Co. September 2009 - Present
Morgan Stanley Smith Barney August 1992 - September 2009
Education
Southern Oregon University
D.A. Davidson & Co. September 2009 - Present
Morgan Stanley Smith Barney August 1992 - September 2009
Education
Southern Oregon University
Joey Fontenot Joey Fontenot's Morgan Stanley Smith Barney Experience January 2009 - November 2009
Job Hospital Device & Technology Account Manager
Industry Medical Devices
Experience
Hospira, a Pfizer Company July 2014 - Present
Hospira February 2013 - July 2014
Garland Ave LL January 2011 - February 2013
Morgan Stanley Smith Barney January 2009 - November 2009
Skills
Microsoft Word, Leadership, Business Analysis, Wordpress, Communication Skills, Sales, Salesforce.com, Pharmaceutical Sales, Medical Devices, Negotiation, WordPress, Entrepreneurship, Business Development, Event Planning, Research, Management, Cold Calling, Microsoft Excel, Marketing, Finance, Selling
Education
Spring Hill College 2008 — 2012
Bachelor in Marketing and Management, Business, Management, Marketing, and Related Support Services
St. Paul's Episcopal School 2004 — 2008
Graduate
Hospira, a Pfizer Company July 2014 - Present
Hospira February 2013 - July 2014
Garland Ave LL January 2011 - February 2013
Morgan Stanley Smith Barney January 2009 - November 2009
Skills
Microsoft Word, Leadership, Business Analysis, Wordpress, Communication Skills, Sales, Salesforce.com, Pharmaceutical Sales, Medical Devices, Negotiation, WordPress, Entrepreneurship, Business Development, Event Planning, Research, Management, Cold Calling, Microsoft Excel, Marketing, Finance, Selling
Education
Spring Hill College 2008 — 2012
Bachelor in Marketing and Management, Business, Management, Marketing, and Related Support Services
St. Paul's Episcopal School 2004 — 2008
Graduate
Christine Heine Christine Heine's Morgan Stanley Smith Barney Experience July 2007 - May 2013
Job Registered Client Service Associate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2013 - Present
Morgan Stanley Smith Barney July 2007 - May 2013
Skills
Series 7, Strategic Financial..., Series 63, Series 65, Alternative Investments, Portfolio Management, Financial Services, Series 31, Insurance, Financial Advisory, FINRA, Mutual Funds, Investments, Trading, Wealth Management, Budgets, Project Management, Managed Futures, Options Strategies, Employee Stock Options, Variable Annuities, Financial Planning
Education
University of Minnesota-Twin Cities 2004 — 2007
B.S. Business and Marketing Education, Focus on Finance, Economics, Marketing, Management
St. Cloud State University 2012 — 2015
Master of Business Administration (M.B.A.)
Ameriprise Financial Services, Inc. May 2013 - Present
Morgan Stanley Smith Barney July 2007 - May 2013
Skills
Series 7, Strategic Financial..., Series 63, Series 65, Alternative Investments, Portfolio Management, Financial Services, Series 31, Insurance, Financial Advisory, FINRA, Mutual Funds, Investments, Trading, Wealth Management, Budgets, Project Management, Managed Futures, Options Strategies, Employee Stock Options, Variable Annuities, Financial Planning
Education
University of Minnesota-Twin Cities 2004 — 2007
B.S. Business and Marketing Education, Focus on Finance, Economics, Marketing, Management
St. Cloud State University 2012 — 2015
Master of Business Administration (M.B.A.)
Bryan Moran Bryan Moran's Morgan Stanley Smith Barney Experience May 2010 - August 2010
Job Regional Asset Manager
Industry Real Estate
Experience
Self Storage Services, Inc. January 2015 - Present
Caliber Home Loans January 2014 - September 2014
Caliber Home Loans May 2013 - December 2013
SunTrust Mortgage November 2012 - May 2013
Self Storage Services, Inc. September 2011 - November 2012
Morgan Stanley Smith Barney May 2010 - August 2010
Skills
Microsoft Excel, Real Estate Development, Real Estate, Real Estate Transactions, Property Management, Residential Mortgages, Investment Properties, Mortgage Lending, Mortgage Banking
Education
St. Mary's College of Maryland 2007 — 2011
Bachelor's degree, Political Science, Economics
Georgetown Preparatory School 2003 — 2007
Self Storage Services, Inc. January 2015 - Present
Caliber Home Loans January 2014 - September 2014
Caliber Home Loans May 2013 - December 2013
SunTrust Mortgage November 2012 - May 2013
Self Storage Services, Inc. September 2011 - November 2012
Morgan Stanley Smith Barney May 2010 - August 2010
Skills
Microsoft Excel, Real Estate Development, Real Estate, Real Estate Transactions, Property Management, Residential Mortgages, Investment Properties, Mortgage Lending, Mortgage Banking
Education
St. Mary's College of Maryland 2007 — 2011
Bachelor's degree, Political Science, Economics
Georgetown Preparatory School 2003 — 2007
Troy Talamelli's Morgan Stanley Smith Barney Experience June 1998 - December 1999
Job Internal Investment Consultant at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors August 2013 - Present
AXA Advisors May 2012 - August 2013
Voya Investment Management September 2009 - November 2011
Legg Mason March 2007 - September 2009
Citigroup Asset Management September 2003 - March 2007
American Skandia/Prudential January 2000 - February 2003
Morgan Stanley Smith Barney June 1998 - December 1999
Skills
Alternative Investments, Series 7, Mutual Funds, Investments, Financial Services, Portfolio Management, Series 63, Asset Management, Asset Allocation, Retirement Planning, Equities, Fixed Income, Retirement, Securities, Separately Managed...
Education
Southern Connecticut State University 1994 — 1998
Bachelor of Science, Biology
Connecticut School of Broadcasting 2009 — 2009
Graduate, Television and Radio Communications
Allianz Global Investors August 2013 - Present
AXA Advisors May 2012 - August 2013
Voya Investment Management September 2009 - November 2011
Legg Mason March 2007 - September 2009
Citigroup Asset Management September 2003 - March 2007
American Skandia/Prudential January 2000 - February 2003
Morgan Stanley Smith Barney June 1998 - December 1999
Skills
Alternative Investments, Series 7, Mutual Funds, Investments, Financial Services, Portfolio Management, Series 63, Asset Management, Asset Allocation, Retirement Planning, Equities, Fixed Income, Retirement, Securities, Separately Managed...
Education
Southern Connecticut State University 1994 — 1998
Bachelor of Science, Biology
Connecticut School of Broadcasting 2009 — 2009
Graduate, Television and Radio Communications
Carlin Woodall Carlin Woodall's Morgan Stanley Smith Barney Experience July 2010 - October 2012
Job Senior Registered Associate Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2014 - Present
Morgan Stanley Smith Barney July 2010 - October 2012
Smith Barney / Shearson Lehman Brothers March 1991 - February 2010
Smith Barney / Shearson Lehman Brothers April 1985 - March 1991
Skills
Professional Licenses:, Series 7 - NYSE / NASD..., Series 63 - Uniform..., Series 8 - General SEC..., Series 3 - Commodities, Series 65 - Investment..., Oregon Insurance...
Education
Southwestern Oregon Community College
Associates of Science, Business Management, Accounting
Morgan Stanley March 2014 - Present
Morgan Stanley Smith Barney July 2010 - October 2012
Smith Barney / Shearson Lehman Brothers March 1991 - February 2010
Smith Barney / Shearson Lehman Brothers April 1985 - March 1991
Skills
Professional Licenses:, Series 7 - NYSE / NASD..., Series 63 - Uniform..., Series 8 - General SEC..., Series 3 - Commodities, Series 65 - Investment..., Oregon Insurance...
Education
Southwestern Oregon Community College
Associates of Science, Business Management, Accounting
Angie Funtanilla Angie Funtanilla's Morgan Stanley Smith Barney Experience 2004 - 2011
Job Financial Services
Industry Financial Services
Experience
Morgan Stanley February 2012 - Present
Morgan Stanley Smith Barney 2004 - 2011
Thomas Weisel Partners 2001 - 2003
Skills
Series 7, Investments, Equities, Financial Planning, Asset Management, Portfolio Management, Financial Analysis, Insurance, Retirement Planning, Wealth Management, Strategic Financial..., Alternative Investments, Finance, Asset Allocation, Asset Managment, Bonds, Separately Managed..., Fixed Income, Financial Services, Mutual Funds, Banking, Investment Advisory, Retirement, Series 65, Wealth Management..., Financial Modeling, Uniform Combined State..., Wealth, Estate Planning, High Net Worth..., Fixed Annuities, Risk Management, Financial Planners, Financial Advisory, Trading, 401k Rollovers, IRAs, Small Business, Series 63, Relationship Management, 401k, Securities, ETFs, FINRA, Investment Strategies, Roth IRA, Variable Annuities, Saving for Education, Financial Markets, Series 6
Education
Sonoma State University 1994 — 2000
BS, Kinesiology
Bishop O'Dowd 1986 — 1988
Morgan Stanley February 2012 - Present
Morgan Stanley Smith Barney 2004 - 2011
Thomas Weisel Partners 2001 - 2003
Skills
Series 7, Investments, Equities, Financial Planning, Asset Management, Portfolio Management, Financial Analysis, Insurance, Retirement Planning, Wealth Management, Strategic Financial..., Alternative Investments, Finance, Asset Allocation, Asset Managment, Bonds, Separately Managed..., Fixed Income, Financial Services, Mutual Funds, Banking, Investment Advisory, Retirement, Series 65, Wealth Management..., Financial Modeling, Uniform Combined State..., Wealth, Estate Planning, High Net Worth..., Fixed Annuities, Risk Management, Financial Planners, Financial Advisory, Trading, 401k Rollovers, IRAs, Small Business, Series 63, Relationship Management, 401k, Securities, ETFs, FINRA, Investment Strategies, Roth IRA, Variable Annuities, Saving for Education, Financial Markets, Series 6
Education
Sonoma State University 1994 — 2000
BS, Kinesiology
Bishop O'Dowd 1986 — 1988
Arthur Beimler Arthur Beimler's Morgan Stanley Smith Barney Experience January 2006 - January 2009
Job Instructor at South Seattle Community College
Industry Food & Beverages
Experience
South Seattle Community College January 2003 - Present
Morgan Stanley Smith Barney January 2006 - January 2009
Ragen MacKenzie / Wells Fargo Investments 2001 - 2006
Education
South Seattle College 2009 — 2010
AAS, Culinary Arts
University of Washington 2006 — 2006
BA, Psychology, History
University of Alaska
AA
South Seattle Community College January 2003 - Present
Morgan Stanley Smith Barney January 2006 - January 2009
Ragen MacKenzie / Wells Fargo Investments 2001 - 2006
Education
South Seattle College 2009 — 2010
AAS, Culinary Arts
University of Washington 2006 — 2006
BA, Psychology, History
University of Alaska
AA
Christine Feick's Morgan Stanley Smith Barney Experience June 2012 - September 2012
Job Regional Sales Director at HRC Fund Associates, LLC
Industry Financial Services
Experience
HRC Fund Associates, LLC December 2014 - Present
HRC Fund Associates, LLC October 2013 - Present
Cologix, Inc. August 2012 - June 2013
Morgan Stanley Smith Barney June 2012 - September 2012
Fox Sports January 2012 - May 2012
Parker Hannifin May 2011 - August 2011
Skills
Marketing, Social Media Marketing, Salesforce.com, Social Media, Marketing Communications
Education
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Marketing
Southern Methodist University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Mater Dei High School 2004 — 2008
HRC Fund Associates, LLC December 2014 - Present
HRC Fund Associates, LLC October 2013 - Present
Cologix, Inc. August 2012 - June 2013
Morgan Stanley Smith Barney June 2012 - September 2012
Fox Sports January 2012 - May 2012
Parker Hannifin May 2011 - August 2011
Skills
Marketing, Social Media Marketing, Salesforce.com, Social Media, Marketing Communications
Education
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Marketing
Southern Methodist University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Mater Dei High School 2004 — 2008
Cam Modecki Cam Modecki's Morgan Stanley Smith Barney Experience September 2010 - April 2011
Job Senior VicePresident, MidAtlantic Market Manager Citigold Wealth Management at Citi FINRA Series 24,7 & 63 Licensed
Industry Banking
Experience
Citi December 2012 - Present
Bank of America May 2011 - December 2012
Morgan Stanley Smith Barney September 2010 - April 2011
Wachovia June 2001 - July 2010
Skills
Small Business Lending, Commercial Lending, Loans, Mortgage Lending, Banking, Credit, Commercial Banking, Mortgage Banking, Retail Banking, Series 63, Credit Analysis
Education
Southern Methodist University
The Potomac School, McLean, Virginia
Citi December 2012 - Present
Bank of America May 2011 - December 2012
Morgan Stanley Smith Barney September 2010 - April 2011
Wachovia June 2001 - July 2010
Skills
Small Business Lending, Commercial Lending, Loans, Mortgage Lending, Banking, Credit, Commercial Banking, Mortgage Banking, Retail Banking, Series 63, Credit Analysis
Education
Southern Methodist University
The Potomac School, McLean, Virginia
Richard Bogolub Richard Bogolub's Morgan Stanley Smith Barney Experience June 2012 - August 2012
Job Intern at Hunter & Company
Industry Accounting
Experience
Hunter & Company May 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Financial Modeling, QuickBooks, Notary Public
Education
Sonoma State University 2010 — 2014
B.S, Business Administration with concentrations in accounting and finance, Senior
Monte Vista High School 2006 — 2010
High School Diploma
Hunter & Company May 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Financial Modeling, QuickBooks, Notary Public
Education
Sonoma State University 2010 — 2014
B.S, Business Administration with concentrations in accounting and finance, Senior
Monte Vista High School 2006 — 2010
High School Diploma
Melissa (Workman) MacPherson Melissa (Workman) MacPherson's Morgan Stanley Smith Barney Experience July 2010 - August 2011
Job Business Development Account Manager at Moreton & Company
Industry Consumer Goods
Experience
Zagg, Inc. May 2011 - Present
Moreton & Company September 2014 - Present
Utah Business Golf Connection May 2011 - Present
Morgan Stanley Smith Barney July 2010 - August 2011
Wells Fargo Bank September 2007 - July 2010
WaMu September 2005 - April 2007
Farm Bureau Financial Services July 2003 - September 2005
Skills
Financial Planning, Investments, Retirement Planning, Banking, Strategic Financial..., Insurance, New Business Development, Estate Planning, Strategic Planning, Team Building, Public Speaking, Marketing
Education
Southern Utah University 1998 — 2000
B.S, Interpersonal Communications and Public Relations (Composite Major)
Southern Utah University 1998 — 2000
Bachelor's Degree, Public Relations, Advertising, and Applied Communication
Zagg, Inc. May 2011 - Present
Moreton & Company September 2014 - Present
Utah Business Golf Connection May 2011 - Present
Morgan Stanley Smith Barney July 2010 - August 2011
Wells Fargo Bank September 2007 - July 2010
WaMu September 2005 - April 2007
Farm Bureau Financial Services July 2003 - September 2005
Skills
Financial Planning, Investments, Retirement Planning, Banking, Strategic Financial..., Insurance, New Business Development, Estate Planning, Strategic Planning, Team Building, Public Speaking, Marketing
Education
Southern Utah University 1998 — 2000
B.S, Interpersonal Communications and Public Relations (Composite Major)
Southern Utah University 1998 — 2000
Bachelor's Degree, Public Relations, Advertising, and Applied Communication
Darlene Page Darlene Page's Morgan Stanley Smith Barney Experience January 2010 - Present
Job Registered Marketing Assoc.
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2010 - Present
Pilot Bank August 2007 - February 2009
RBC 1999 - 2005
Skills
Fixed Income, Institutional Sales, Small Business, Financial Modeling, Options, Mortgage Servicing, Series 7, Portfolio Management, Wealth Management, Finance, Investments, Loans
Education
University of South Florida College of Public Health 1995 — 1998
Master of Public Health (MPH)
University of South Florida 1990 — 1992
Bachelor of Arts (B.A.), Economics
Morgan Stanley Smith Barney January 2010 - Present
Pilot Bank August 2007 - February 2009
RBC 1999 - 2005
Skills
Fixed Income, Institutional Sales, Small Business, Financial Modeling, Options, Mortgage Servicing, Series 7, Portfolio Management, Wealth Management, Finance, Investments, Loans
Education
University of South Florida College of Public Health 1995 — 1998
Master of Public Health (MPH)
University of South Florida 1990 — 1992
Bachelor of Arts (B.A.), Economics
Leslie Geeslin Leslie Geeslin's Morgan Stanley Smith Barney Experience February 2009 - July 2009
Job Financial Specialist at Accenture
Industry Financial Services
Experience
Accenture January 2013 - Present
Accenture June 2010 - December 2012
Purple Logic September 2009 - May 2010
Morgan Stanley Smith Barney February 2009 - July 2009
Skills
Investments, Corporate Finance, Finance, Valuation, Financial Reporting, Financial Modeling, Financial Forecasting, Financial Analysis, Accounting, Due Diligence, Managerial Finance, Business Analysis, Management Consulting, Portfolio Management, US GAAP, Financial Accounting, Variance Analysis, Forecasting, Strategic Financial..., Sarbanes-Oxley Act, Strategy, SAP, Analysis
Education
Southern Methodist University 2006 — 2010
BBA, Finance and Spanish
Accenture January 2013 - Present
Accenture June 2010 - December 2012
Purple Logic September 2009 - May 2010
Morgan Stanley Smith Barney February 2009 - July 2009
Skills
Investments, Corporate Finance, Finance, Valuation, Financial Reporting, Financial Modeling, Financial Forecasting, Financial Analysis, Accounting, Due Diligence, Managerial Finance, Business Analysis, Management Consulting, Portfolio Management, US GAAP, Financial Accounting, Variance Analysis, Forecasting, Strategic Financial..., Sarbanes-Oxley Act, Strategy, SAP, Analysis
Education
Southern Methodist University 2006 — 2010
BBA, Finance and Spanish
Javier Delgadillo Javier Delgadillo's Morgan Stanley Smith Barney Experience May 2010 - August 2010
Job Consultant
Industry Management Consulting
Experience
Abacist Group June 2012 - Present
Southern Methodist University August 2008 - May 2012
Diligence May 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - August 2010
Banco de Finanzas May 2008 - August 2008
Skills
Finance, Financial Modeling, Risk Management, Adaptive Planning Expert, Financial Analysis, Due Diligence, Spanish, Microsoft Excel, Financial Risk, Credit Risk, Options, Bloomberg, Valuation, Investments, PowerPoint, Entrepreneurship, Equities, Corporate Finance, Portfolio Management, English, International..., Investment Banking, Securities, Strategic Planning, Competitive Analysis, Forecasting, Business Planning, Business Strategy, Strategy, Management Consulting, Analysis, Data Analysis
Education
Southern Methodist University - Cox School of Business 2008 — 2012
BBA, Finance, 3.35
Abacist Group June 2012 - Present
Southern Methodist University August 2008 - May 2012
Diligence May 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - August 2010
Banco de Finanzas May 2008 - August 2008
Skills
Finance, Financial Modeling, Risk Management, Adaptive Planning Expert, Financial Analysis, Due Diligence, Spanish, Microsoft Excel, Financial Risk, Credit Risk, Options, Bloomberg, Valuation, Investments, PowerPoint, Entrepreneurship, Equities, Corporate Finance, Portfolio Management, English, International..., Investment Banking, Securities, Strategic Planning, Competitive Analysis, Forecasting, Business Planning, Business Strategy, Strategy, Management Consulting, Analysis, Data Analysis
Education
Southern Methodist University - Cox School of Business 2008 — 2012
BBA, Finance, 3.35
Bridget Fogarty DeVolder Bridget Fogarty DeVolder's Morgan Stanley Smith Barney Experience May 1992 - May 2001
Job Executive Assistant at The Leuthold Group
Industry Financial Services
Experience
The Leuthold Group 2001 - Present
The Leuthold Group 2001 - Present
Morgan Stanley Smith Barney May 1992 - May 2001
Education
College of St. Catherine 1982 — 1986
Bachelor of Arts (B.A.), Telecommunications
The Leuthold Group 2001 - Present
The Leuthold Group 2001 - Present
Morgan Stanley Smith Barney May 1992 - May 2001
Education
College of St. Catherine 1982 — 1986
Bachelor of Arts (B.A.), Telecommunications
Sara Hafner Sara Hafner's Morgan Stanley Smith Barney Experience December 2003 - December 2011
Job Operations Manager at Sage Rutty & Co., Inc
Industry Financial Services
Experience
Sage Rutty & Co., Inc 2011 - Present
Morgan Stanley Smith Barney December 2003 - December 2011
Skills
Strategic Financial..., Retirement Planning, Series 7, Mutual Funds, Customer Service, Insurance, Banking, Health Insurance, Analysis, Budgets, Small Business, Financial Planning, CRM, Management, Salesforce.com, Process Improvement, Cash Management, Life Insurance, Sales Management, Microsoft Excel, Sales, Financial Risk, Coaching
Education
St. John Fisher College 1998 — 2002
Bachelor of Science, Business Management
Spencerport High School
High School
Sage Rutty & Co., Inc 2011 - Present
Morgan Stanley Smith Barney December 2003 - December 2011
Skills
Strategic Financial..., Retirement Planning, Series 7, Mutual Funds, Customer Service, Insurance, Banking, Health Insurance, Analysis, Budgets, Small Business, Financial Planning, CRM, Management, Salesforce.com, Process Improvement, Cash Management, Life Insurance, Sales Management, Microsoft Excel, Sales, Financial Risk, Coaching
Education
St. John Fisher College 1998 — 2002
Bachelor of Science, Business Management
Spencerport High School
High School
Alyssa Doyen's Morgan Stanley Smith Barney Experience October 2011 - February 2012
Job Financial Advisor Assistant
Industry Financial Services
Experience
Financial Services February 2012 - March 2013
Morgan Stanley Smith Barney October 2011 - February 2012
Euro Pacific Capital Inc May 2009 - September 2010
Beecher Investors August 2008 - February 2009
Osda Contract Services June 2007 - November 2007
Mortgage Store of Connecticut 2004 - 2006
Skills
Series 7, Series 63, Trading, Investments, Finance, Alternative Investments, Corporate Finance, Asset Management, Economics, Equities, Financial Analysis, Financial Services, Loans, Mutual Funds, Portfolio Management, Securities
Education
Southern Connecticut State University 2001 — 2007
Bachelor of Science, Finance
Financial Services February 2012 - March 2013
Morgan Stanley Smith Barney October 2011 - February 2012
Euro Pacific Capital Inc May 2009 - September 2010
Beecher Investors August 2008 - February 2009
Osda Contract Services June 2007 - November 2007
Mortgage Store of Connecticut 2004 - 2006
Skills
Series 7, Series 63, Trading, Investments, Finance, Alternative Investments, Corporate Finance, Asset Management, Economics, Equities, Financial Analysis, Financial Services, Loans, Mutual Funds, Portfolio Management, Securities
Education
Southern Connecticut State University 2001 — 2007
Bachelor of Science, Finance
Patricia Sheridan, CFP® Patricia Sheridan, CFP®'s Morgan Stanley Smith Barney Experience 1989 - 2004
Job Financial Services Professional
Industry Financial Services
Experience
North Shore-LIJ Health System July 2012 - Present
Morgan Stanley Smith Barney 1989 - 2004
Skills
Financial Analysis, Data Analysis, Investments, Accounting, Retirement Planning, Estate Planning, Finance, Microsoft Excel, Customer Service, PowerPoint, Income Tax
Education
St. John's University
Bachelor's degree
North Shore-LIJ Health System July 2012 - Present
Morgan Stanley Smith Barney 1989 - 2004
Skills
Financial Analysis, Data Analysis, Investments, Accounting, Retirement Planning, Estate Planning, Finance, Microsoft Excel, Customer Service, PowerPoint, Income Tax
Education
St. John's University
Bachelor's degree
George Neofytidis George Neofytidis's Morgan Stanley Smith Barney Experience 1997 - 2005
Job Private Client Portfolio Manager at ClearBridge Investments
Industry Financial Services
Experience
ClearBridge Investments November 2005 - Present
Morgan Stanley Smith Barney 1997 - 2005
Skills
Series 7, Equities, Alternative Investments, Portfolio Management
Education
St. John's University, The Peter J. Tobin College of Business 1994 — 1997
BS, Finance
ClearBridge Investments November 2005 - Present
Morgan Stanley Smith Barney 1997 - 2005
Skills
Series 7, Equities, Alternative Investments, Portfolio Management
Education
St. John's University, The Peter J. Tobin College of Business 1994 — 1997
BS, Finance
Charles Lymangood Charles Lymangood's Morgan Stanley Smith Barney Experience February 1983 - April 2013
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2013 - Present
Morgan Stanley Smith Barney February 1983 - April 2013
Education
Northwestern Lutheran Theological Seminary 1978 — 1982
Master of Arts (MA)
Southern Illinois University, Carbondale 1973 — 1977
Bachelor of Arts (BA), Psychology and Religious Studies
Wells Fargo Advisors, LLC May 2013 - Present
Morgan Stanley Smith Barney February 1983 - April 2013
Education
Northwestern Lutheran Theological Seminary 1978 — 1982
Master of Arts (MA)
Southern Illinois University, Carbondale 1973 — 1977
Bachelor of Arts (BA), Psychology and Religious Studies
Brittany Ezell Brittany Ezell's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job Strategy Senior Analyst at Accenture
Industry Management Consulting
Experience
Accenture August 2012 - Present
Accenture May 2011 - August 2011
Spelman College August 2009 - May 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Research, Teamwork, Youth Work, Team Leadership
Education
Spelman College 2008 — 2012
BA
Universidad Pablo de Olavide 2011 — 2011
Accenture August 2012 - Present
Accenture May 2011 - August 2011
Spelman College August 2009 - May 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Research, Teamwork, Youth Work, Team Leadership
Education
Spelman College 2008 — 2012
BA
Universidad Pablo de Olavide 2011 — 2011
Kosta Velis, CIMA, CFP's Morgan Stanley Smith Barney Experience August 1999 - February 2011
Job Managing Director at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow May 2015 - Present
Stoever Glass Wealth Management March 2014 - May 2015
Aurum Options Strategies August 2013 - May 2015
Method Enterprises, LLC March 2013 - July 2013
Ameriprise Financial Services, Inc. November 2011 - December 2012
Morgan Stanley Smith Barney August 1999 - February 2011
Merrill Lynch June 1994 - August 1999
Skills
Alternative Investments, Wealth Management, Asset Allocation, Securities, FINRA, Financial Advisory, Finance, Investments, Series 7, Retirement Planning, Strategic Financial..., Options, Financial Services, Recruiting, Leadership Development, Investment Advisory, Asset Management, High Net Worth..., Equities, Mutual Funds, Fixed Income, Stocks, Microsoft Office, Mergers & Acquisitions, Series 24, Series 63, Mergers, Risk Management, Financial Analysis, Insurance, ETFs, Bonds, Investment Management, Portfolio Management, Investment Strategies, Wealth Management..., Hedge Funds, Wealth, Series 65, Estate Planning, Financial Markets, Fund Of Funds, Due Diligence, Financial Modeling, Hedging, Commodity
Education
Wharton School, University of Pennsylvania 2005 — 2005
Certified Investment Management Analyst (CIMA), Certified Investment Management Analyst (CIMA)
The American College 1997 — 2000
Certified Financial Planner (CFP), Certified Financial Planner (CFP)
Southern Methodist University 1990 — 1994
Bachelor's degree, Political Science and Government
The Lawrenceville School 1985 — 1990
BB&T Scott & Stringfellow May 2015 - Present
Stoever Glass Wealth Management March 2014 - May 2015
Aurum Options Strategies August 2013 - May 2015
Method Enterprises, LLC March 2013 - July 2013
Ameriprise Financial Services, Inc. November 2011 - December 2012
Morgan Stanley Smith Barney August 1999 - February 2011
Merrill Lynch June 1994 - August 1999
Skills
Alternative Investments, Wealth Management, Asset Allocation, Securities, FINRA, Financial Advisory, Finance, Investments, Series 7, Retirement Planning, Strategic Financial..., Options, Financial Services, Recruiting, Leadership Development, Investment Advisory, Asset Management, High Net Worth..., Equities, Mutual Funds, Fixed Income, Stocks, Microsoft Office, Mergers & Acquisitions, Series 24, Series 63, Mergers, Risk Management, Financial Analysis, Insurance, ETFs, Bonds, Investment Management, Portfolio Management, Investment Strategies, Wealth Management..., Hedge Funds, Wealth, Series 65, Estate Planning, Financial Markets, Fund Of Funds, Due Diligence, Financial Modeling, Hedging, Commodity
Education
Wharton School, University of Pennsylvania 2005 — 2005
Certified Investment Management Analyst (CIMA), Certified Investment Management Analyst (CIMA)
The American College 1997 — 2000
Certified Financial Planner (CFP), Certified Financial Planner (CFP)
Southern Methodist University 1990 — 1994
Bachelor's degree, Political Science and Government
The Lawrenceville School 1985 — 1990
Jason Tholander's Morgan Stanley Smith Barney Experience April 2004 - June 2007
Job Financial Advisor Vice President, APMA ® , AAMS ® at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2011 - Present
Wells Fargo Advisors, LLC June 2007 - August 2011
Morgan Stanley Smith Barney April 2004 - June 2007
A.G. Edwards August 2001 - April 2004
Education
Springfield College 1993 — 1998
Bachelor of Science (BS)
Billerica Memorial High School
High School Diploma
Ameriprise Financial Services, Inc. August 2011 - Present
Wells Fargo Advisors, LLC June 2007 - August 2011
Morgan Stanley Smith Barney April 2004 - June 2007
A.G. Edwards August 2001 - April 2004
Education
Springfield College 1993 — 1998
Bachelor of Science (BS)
Billerica Memorial High School
High School Diploma
Rick Buller CPA Rick Buller CPA's Morgan Stanley Smith Barney Experience February 1998 - December 2000
Job Owner at Rick Buller Financial Services, LLC
Industry Investment Management
Experience
Rick Buller Financial Services, LLC September 2004 - Present
Rick Buller Income Tax Consulting 2001 - Present
Muscatine Journal 2001 - 2004
Morgan Stanley Smith Barney February 1998 - December 2000
Pigott, Inc 1995 - 1998
Skills
Investments, Portfolio Management, Retirement Planning, Alternative Investments, Tactical Asset..., Retirement, Asset Management, Small Business, Series 7, Series 63, Series 65
Education
St. Ambrose University 1987 — 1990
BA, Accounting
University of Illinois at Urbana-Champaign 1974 — 1977
Agriculture
Rick Buller Financial Services, LLC September 2004 - Present
Rick Buller Income Tax Consulting 2001 - Present
Muscatine Journal 2001 - 2004
Morgan Stanley Smith Barney February 1998 - December 2000
Pigott, Inc 1995 - 1998
Skills
Investments, Portfolio Management, Retirement Planning, Alternative Investments, Tactical Asset..., Retirement, Asset Management, Small Business, Series 7, Series 63, Series 65
Education
St. Ambrose University 1987 — 1990
BA, Accounting
University of Illinois at Urbana-Champaign 1974 — 1977
Agriculture
Mary Lee Odem, CLU, ChFC, CASL Mary Lee Odem, CLU, ChFC, CASL's Morgan Stanley Smith Barney Experience November 1999 - October 2001
Job Assistant Director, Planning and Sales Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual September 2013 - Present
Northwestern Mutual January 2005 - August 2013
Northwestern Mutual November 2001 - January 2005
Morgan Stanley Smith Barney November 1999 - October 2001
Thomas Cook North America November 1998 - November 1999
Strong Capital Management November 1997 - November 1998
Skills
Retirement Planning, Series 7, Retirement, Series 63, Fixed Annuities, Strategic Financial..., Securities, Mutual Funds, Life Insurance, Wealth Management, Finance, Asset Allocation, Disability Insurance, FINRA, Financial Planning, Insurance, Investment Advisory, Investments, Leadership, Strategic Planning
Education
St. Norbert College 1992 — 1996
Bachelor of Business Administration, Business
Northwestern Mutual September 2013 - Present
Northwestern Mutual January 2005 - August 2013
Northwestern Mutual November 2001 - January 2005
Morgan Stanley Smith Barney November 1999 - October 2001
Thomas Cook North America November 1998 - November 1999
Strong Capital Management November 1997 - November 1998
Skills
Retirement Planning, Series 7, Retirement, Series 63, Fixed Annuities, Strategic Financial..., Securities, Mutual Funds, Life Insurance, Wealth Management, Finance, Asset Allocation, Disability Insurance, FINRA, Financial Planning, Insurance, Investment Advisory, Investments, Leadership, Strategic Planning
Education
St. Norbert College 1992 — 1996
Bachelor of Business Administration, Business
Christopher Stevenson, CPWA(R) Christopher Stevenson, CPWA(R)'s Morgan Stanley Smith Barney Experience January 2012 - Present
Job Senior Vice President
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2012 - Present
Morgan Stanley Smith Barney February 2010 - January 2012
Morgan Stanley Smith Barney May 2007 - February 2010
Morgan Stanley Smith Barney February 2004 - May 2007
Morgan Stanley Smith Barney January 2001 - February 2004
Morgan Stanley Smith Barney April 1995 - January 2001
Bear Stearns January 1993 - April 1995
Education
Southern Methodist University - Cox School of Business 1989 — 1992
Finance, Finance
The University of Chicago - Booth School of Business
Finance
The University of Chicago - Booth School of Business
Morgan Stanley Smith Barney January 2012 - Present
Morgan Stanley Smith Barney February 2010 - January 2012
Morgan Stanley Smith Barney May 2007 - February 2010
Morgan Stanley Smith Barney February 2004 - May 2007
Morgan Stanley Smith Barney January 2001 - February 2004
Morgan Stanley Smith Barney April 1995 - January 2001
Bear Stearns January 1993 - April 1995
Education
Southern Methodist University - Cox School of Business 1989 — 1992
Finance, Finance
The University of Chicago - Booth School of Business
Finance
The University of Chicago - Booth School of Business
Sarah Melling Sarah Melling's Morgan Stanley Smith Barney Experience May 2010 - August 2011
Job Registered Client Associate
Industry Financial Services
Experience
Wells Fargo Advisors November 2011 - April 2015
Morgan Stanley Smith Barney May 2010 - August 2011
Washington City Community Center April 2004 - May 2009
Washington City Community Center May 2005 - January 2009
Education
Southern Utah University 2007 — 2010
Finance, B.S. Finance
Wells Fargo Advisors November 2011 - April 2015
Morgan Stanley Smith Barney May 2010 - August 2011
Washington City Community Center April 2004 - May 2009
Washington City Community Center May 2005 - January 2009
Education
Southern Utah University 2007 — 2010
Finance, B.S. Finance
Billy Crenshaw Billy Crenshaw's Morgan Stanley Smith Barney Experience 2006 - January 2011
Job President at Salmon Golf LLC
Industry Sporting Goods
Experience
Salmon Golf August 2014 - Present
Harry & David March 2014 - October 2014
Highway Products Inc. and Pavati Marine January 2013 - July 2013
Crenshaw Sporting Goods Consulting August 2010 - December 2012
Morgan Stanley Smith Barney 2006 - January 2011
Callaway Golf 1993 - 2006
Head Sports - Golf 1990 - 1993
Skills
Sales Management, Golf, Merchandising, Product Development, Promotions, Brand Development, Team Building, Public Speaking, Customer Relations, Customer Service, Budgeting, Retail, Strategic Planning, Negotiation, New Business Development, Marketing Strategy, Coaching, Sports, Fundraising, Event Management, Forecasting, Account Management, Problem Solving, Online Marketing, Microsoft Office, Inventory Management, Public Relations, Purchasing, Start-ups, Business Planning, Social Media, Team Leadership, Contract Negotiation, Word, Operations Management, Advertising, Excel, Contract Negotiations, Social Media Marketing, Mentoring, B2B, Market Planning, PowerPoint, Mergers, Business Strategy, Event Planning, Planning, Market Research, Consultative Selling, SEO
Education
Southern Oregon University 1971 — 1975
Bachelor's degree, Education & Business
Southern Oregon University
Bachelor's degree, Business and Education
Salmon Golf August 2014 - Present
Harry & David March 2014 - October 2014
Highway Products Inc. and Pavati Marine January 2013 - July 2013
Crenshaw Sporting Goods Consulting August 2010 - December 2012
Morgan Stanley Smith Barney 2006 - January 2011
Callaway Golf 1993 - 2006
Head Sports - Golf 1990 - 1993
Skills
Sales Management, Golf, Merchandising, Product Development, Promotions, Brand Development, Team Building, Public Speaking, Customer Relations, Customer Service, Budgeting, Retail, Strategic Planning, Negotiation, New Business Development, Marketing Strategy, Coaching, Sports, Fundraising, Event Management, Forecasting, Account Management, Problem Solving, Online Marketing, Microsoft Office, Inventory Management, Public Relations, Purchasing, Start-ups, Business Planning, Social Media, Team Leadership, Contract Negotiation, Word, Operations Management, Advertising, Excel, Contract Negotiations, Social Media Marketing, Mentoring, B2B, Market Planning, PowerPoint, Mergers, Business Strategy, Event Planning, Planning, Market Research, Consultative Selling, SEO
Education
Southern Oregon University 1971 — 1975
Bachelor's degree, Education & Business
Southern Oregon University
Bachelor's degree, Business and Education
Michelle Halverson King Michelle Halverson King's Morgan Stanley Smith Barney Experience July 1998 - Present
Job Senior Client Service and Marketing Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 1998 - Present
Skills
Marketing Strategy, Financial Analysis, Salesforce.com, Marketing, Asset Management, Customer Service, Strategy, Strategic Planning, New Business Development, Insurance, Sales, Social Media, Marketing Communications, Product Management, Asset Managment
Education
Saint Thomas Aquinas College
Morgan Stanley Smith Barney July 1998 - Present
Skills
Marketing Strategy, Financial Analysis, Salesforce.com, Marketing, Asset Management, Customer Service, Strategy, Strategic Planning, New Business Development, Insurance, Sales, Social Media, Marketing Communications, Product Management, Asset Managment
Education
Saint Thomas Aquinas College
Suzanne Gardner Suzanne Gardner's Morgan Stanley Smith Barney Experience January 2010 - October 2012
Job Regional Support Center Manager, Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2014 - Present
Wells Fargo Advisors, LLC November 2012 - November 2014
Morgan Stanley Smith Barney January 2010 - October 2012
Smith Barney December 2004 - January 2010
Smith Barney February 2003 - December 2004
Skills
Series 9/10, Series 7, Series 63, Series 65, Series 3, Wealth Management, Retirement Planning, Asset Allocation, Mutual Funds, Portfolio Management, Alternative Investments, Investment Advisory, Securities, Investments, Equities
Education
Southern Methodist University 1991 — 1995
Bachelor of Arts (BA), Psychology
Wells Fargo Advisors, LLC November 2014 - Present
Wells Fargo Advisors, LLC November 2012 - November 2014
Morgan Stanley Smith Barney January 2010 - October 2012
Smith Barney December 2004 - January 2010
Smith Barney February 2003 - December 2004
Skills
Series 9/10, Series 7, Series 63, Series 65, Series 3, Wealth Management, Retirement Planning, Asset Allocation, Mutual Funds, Portfolio Management, Alternative Investments, Investment Advisory, Securities, Investments, Equities
Education
Southern Methodist University 1991 — 1995
Bachelor of Arts (BA), Psychology
Kimberly Pirtle Kimberly Pirtle's Morgan Stanley Smith Barney Experience May 2010 - August 2010
Job Loyalty Marketing Manager at Gilt.com
Industry Marketing and Advertising
Experience
Gilt.com June 2015 - Present
Gilt.com May 2014 - Present
American Express July 2012 - May 2014
Black Enterprise August 2010 - May 2012
American Express June 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - August 2010
Skills
Market Research, Social Media, Marketing, Social Media Marketing, Marketing Strategy, Financial Markets, Financial Services, Training, Competitive Analysis
Education
Spelman College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Detroit Country Day
Gilt.com June 2015 - Present
Gilt.com May 2014 - Present
American Express July 2012 - May 2014
Black Enterprise August 2010 - May 2012
American Express June 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - August 2010
Skills
Market Research, Social Media, Marketing, Social Media Marketing, Marketing Strategy, Financial Markets, Financial Services, Training, Competitive Analysis
Education
Spelman College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Detroit Country Day
Abiola Ayinde Abiola Ayinde's Morgan Stanley Smith Barney Experience July 2011 - January 2012
Job Business Intelligence and Analytics at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
Goldman Sachs February 2013 - May 2014
JPMorgan Chase April 2012 - January 2013
Morgan Stanley Smith Barney July 2011 - January 2012
Project REAP September 2011 - December 2011
CB Richard Ellis January 2011 - August 2011
St. John's University Information Technology August 2009 - September 2010
St. John's University Global Microloan Program November 2009 - May 2010
St. John's University Federal Reserve Challenge September 2007 - November 2009
Hercules Realty Group June 2009 - August 2009
Skills
Financial Modeling, Finance, Analysis, Valuation, Microsoft Excel, Portfolio Management, Microsoft Office, Strategic Planning, Leadership, Investments, Management, Due Diligence, Financial Analysis, Access, Bloomberg, Salesforce.com, Economics, PowerPoint, Entrepreneurship, Management Consulting, Project Planning, Strategic Financial..., Analytics, Business Objects, Project Management, MIS, Financial Statement..., Business Strategy, CRM, Data Analysis, R, Tableau
Education
Saint John's University 2006 — 2010
Degree: Bachelor of Science, Finance
St. John's University 2006 — 2010
Bachelor of Science (B.S.), Finance, General
J.P. Morgan May 2014 - Present
Goldman Sachs February 2013 - May 2014
JPMorgan Chase April 2012 - January 2013
Morgan Stanley Smith Barney July 2011 - January 2012
Project REAP September 2011 - December 2011
CB Richard Ellis January 2011 - August 2011
St. John's University Information Technology August 2009 - September 2010
St. John's University Global Microloan Program November 2009 - May 2010
St. John's University Federal Reserve Challenge September 2007 - November 2009
Hercules Realty Group June 2009 - August 2009
Skills
Financial Modeling, Finance, Analysis, Valuation, Microsoft Excel, Portfolio Management, Microsoft Office, Strategic Planning, Leadership, Investments, Management, Due Diligence, Financial Analysis, Access, Bloomberg, Salesforce.com, Economics, PowerPoint, Entrepreneurship, Management Consulting, Project Planning, Strategic Financial..., Analytics, Business Objects, Project Management, MIS, Financial Statement..., Business Strategy, CRM, Data Analysis, R, Tableau
Education
Saint John's University 2006 — 2010
Degree: Bachelor of Science, Finance
St. John's University 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Robert Flink Robert Flink's Morgan Stanley Smith Barney Experience March 2007 - February 2008
Job Regional Vice President, Investments at Stadion Money Management
Industry Investment Management
Experience
Stadion Money Management May 2014 - Present
Realty Capital Securities July 2009 - May 2014
Milwaukee Brewers Baseball Club February 2009 - October 2013
Cole Capital February 2009 - July 2009
Merrill Lynch February 2008 - January 2009
Morgan Stanley Smith Barney March 2007 - February 2008
Smith & Nephew June 2005 - August 2006
Janssen, Pharmaceutical Companies of Johnson and Johnson March 2004 - June 2005
Rock Ridge Country Club February 2002 - March 2004
Nicholls State University August 2000 - January 2002
Skills
Alternative Investments, Series 7, Mutual Funds, Series 66
Education
University of Georgia - Terry College of Business 2012 — 2015
Executive Program in Financial Planning
Southeastern Louisiana University 1998 — 2000
B.A.
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 1998 — 1998
N/A
University of North Carolina at Asheville 1995 — 1997
Stadion Money Management May 2014 - Present
Realty Capital Securities July 2009 - May 2014
Milwaukee Brewers Baseball Club February 2009 - October 2013
Cole Capital February 2009 - July 2009
Merrill Lynch February 2008 - January 2009
Morgan Stanley Smith Barney March 2007 - February 2008
Smith & Nephew June 2005 - August 2006
Janssen, Pharmaceutical Companies of Johnson and Johnson March 2004 - June 2005
Rock Ridge Country Club February 2002 - March 2004
Nicholls State University August 2000 - January 2002
Skills
Alternative Investments, Series 7, Mutual Funds, Series 66
Education
University of Georgia - Terry College of Business 2012 — 2015
Executive Program in Financial Planning
Southeastern Louisiana University 1998 — 2000
B.A.
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 1998 — 1998
N/A
University of North Carolina at Asheville 1995 — 1997
Larry B. Duncan Larry B. Duncan's Morgan Stanley Smith Barney Experience January 1991 - March 2010
Job Branch Manager, Financial Advisor for Raymond James
Industry Financial Services
Experience
Raymond James Financial Services, Inc - Member FINRA/SIPC March 2010 - Present
Morgan Stanley Smith Barney January 1991 - March 2010
A.G. Edwards January 1982 - January 1991
Skills
Wealth, Options, Fixed Income, Retirement, Financial Advisory, Asset Allocation, Investments, Securities, Investment Strategies, 401k, FINRA, Portfolio Management, Financial Planners, ETFs, Employee Benefits, Bonds, Wealth Management..., Alternative Investments, High Net Worth..., Finance, Risk Management, Investment Management, Equities, Hedge Funds, Estate Planning, Financial Planning
Education
Southern Union State Community College 1969 — 1971
Assocates, Business
Raymond James Financial Services, Inc - Member FINRA/SIPC March 2010 - Present
Morgan Stanley Smith Barney January 1991 - March 2010
A.G. Edwards January 1982 - January 1991
Skills
Wealth, Options, Fixed Income, Retirement, Financial Advisory, Asset Allocation, Investments, Securities, Investment Strategies, 401k, FINRA, Portfolio Management, Financial Planners, ETFs, Employee Benefits, Bonds, Wealth Management..., Alternative Investments, High Net Worth..., Finance, Risk Management, Investment Management, Equities, Hedge Funds, Estate Planning, Financial Planning
Education
Southern Union State Community College 1969 — 1971
Assocates, Business
Christina Roberts, CFP Christina Roberts, CFP's Morgan Stanley Smith Barney Experience January 2002 - February 2011
Job Supervisory Principal at LPL Financial
Industry Financial Services
Experience
LPL Financial May 2015 - Present
Coastal Financial Group February 2011 - October 2014
Morgan Stanley Smith Barney January 2002 - February 2011
Prudential Financial August 2000 - December 2001
Skills
Wealth Management, Investments, Investment Management, Finance, Securities, Personal Finance, Certified Financial..., Management, Mutual Funds, Retirement Planning
Education
Southern New Hampshire University
BS, Accounting/Finance
LPL Financial May 2015 - Present
Coastal Financial Group February 2011 - October 2014
Morgan Stanley Smith Barney January 2002 - February 2011
Prudential Financial August 2000 - December 2001
Skills
Wealth Management, Investments, Investment Management, Finance, Securities, Personal Finance, Certified Financial..., Management, Mutual Funds, Retirement Planning
Education
Southern New Hampshire University
BS, Accounting/Finance
Manuel Perez Duro Manuel Perez Duro's Morgan Stanley Smith Barney Experience August 2008 - December 2011
Job .
Industry Investment Management
Experience
Ikon Global Markets January 2012 - Present
Morgan Stanley Smith Barney August 2008 - December 2011
BBVA April 2007 - July 2008
BPD Bank April 2006 - April 2007
wasabi July 2004 - April 2006
Education
Kaplan University
Financial Planning Specialist Designation, Financial Planning
E.S.E.R.P 2003 — 2004
MBA, Master in Business Administration
Staffordshire University
Business Administration
Ikon Global Markets January 2012 - Present
Morgan Stanley Smith Barney August 2008 - December 2011
BBVA April 2007 - July 2008
BPD Bank April 2006 - April 2007
wasabi July 2004 - April 2006
Education
Kaplan University
Financial Planning Specialist Designation, Financial Planning
E.S.E.R.P 2003 — 2004
MBA, Master in Business Administration
Staffordshire University
Business Administration
Shannon Lefrancois Shannon Lefrancois's Morgan Stanley Smith Barney Experience February 2011 - May 2011
Job Senior Accountant at Citco Fund Services
Industry Banking
Experience
Citco Fund Services March 2014 - Present
J.P. Morgan July 2011 - February 2014
Morgan Stanley Smith Barney February 2011 - May 2011
Carol Cable Credit Union January 2003 - February 2011
Johnson & Wales University May 2008 - August 2008
Skills
Accounting, Finance, Financial Analysis, Mutual Funds, Microsoft Excel, Microsoft Office, PowerPoint, Bloomberg, Microsoft Word, Data Analysis, Hedge Funds, Asset Management, Portfolio Management, Corporate Finance, Databases, Analysis
Education
Simmons College 2007 — 2011
Bachelor of Science, Economics; Management; Finance, Economics, Mathematics and General Education
Citco Fund Services March 2014 - Present
J.P. Morgan July 2011 - February 2014
Morgan Stanley Smith Barney February 2011 - May 2011
Carol Cable Credit Union January 2003 - February 2011
Johnson & Wales University May 2008 - August 2008
Skills
Accounting, Finance, Financial Analysis, Mutual Funds, Microsoft Excel, Microsoft Office, PowerPoint, Bloomberg, Microsoft Word, Data Analysis, Hedge Funds, Asset Management, Portfolio Management, Corporate Finance, Databases, Analysis
Education
Simmons College 2007 — 2011
Bachelor of Science, Economics; Management; Finance, Economics, Mathematics and General Education
Timothy Carlock Timothy Carlock's Morgan Stanley Smith Barney Experience June 2010 - July 2011
Job Vice President of Manufacturing at Rochester Gauges
Industry Mechanical or Industrial Engineering
Experience
Rochester Gauges June 2014 - Present
Rochester Gauges May 2012 - Present
Rochester Gauges July 2011 - May 2012
Morgan Stanley Smith Barney June 2010 - July 2011
Executives in Action February 2010 - June 2010
ON Semiconductor /AMI Semiconductor May 1993 - January 2009
AMI Semiconductor July 1997 - October 2003
AMI Semiconductor May 1993 - 1997
NEC Electronics September 1988 - May 1993
Skills
Cross-functional Team..., Product Development, Product Management, Product Marketing, Semiconductors, Forecasting, Electronics, Management, New Business Development, CRM, Continuous Improvement, Leadership, Lean Manufacturing, Process Improvement, Program Management, Project Management, Sales Operations, Start-ups, Supply Chain, Sales, Integration, Telecommunications, Supply Chain Management, Sales Management, Analysis, Outsourcing, Manufacturing, Six Sigma, Pricing, Direct Sales
Education
Southern Illinois University, Carbondale 1983 — 1988
BS, Electrical Engineering
Rochester Gauges June 2014 - Present
Rochester Gauges May 2012 - Present
Rochester Gauges July 2011 - May 2012
Morgan Stanley Smith Barney June 2010 - July 2011
Executives in Action February 2010 - June 2010
ON Semiconductor /AMI Semiconductor May 1993 - January 2009
AMI Semiconductor July 1997 - October 2003
AMI Semiconductor May 1993 - 1997
NEC Electronics September 1988 - May 1993
Skills
Cross-functional Team..., Product Development, Product Management, Product Marketing, Semiconductors, Forecasting, Electronics, Management, New Business Development, CRM, Continuous Improvement, Leadership, Lean Manufacturing, Process Improvement, Program Management, Project Management, Sales Operations, Start-ups, Supply Chain, Sales, Integration, Telecommunications, Supply Chain Management, Sales Management, Analysis, Outsourcing, Manufacturing, Six Sigma, Pricing, Direct Sales
Education
Southern Illinois University, Carbondale 1983 — 1988
BS, Electrical Engineering
J. Michael Salb's Morgan Stanley Smith Barney Experience December 2002 - February 2003
Job Vice President, Budd Enterprises Theatrical Trucking with Aspirations to Work in the Public Health Sector
Industry Transportation/Trucking/Railroad
Experience
Budd Enterprises and Budd Leasing Theatrical Trucking November 1998 - Present
Starbucks Coffee Company May 1997 - August 2004
Morgan Stanley Smith Barney December 2002 - February 2003
Yale School of Medicine December 2000 - August 2001
Skills
Management, Training, Logistics Management, Business Development, Strategic Planning, Regulatory Filings, Licensure, Permit Compliance, Financial Services, Non-profit Leadership, Non-profit Boards, Non-profit Program..., Loyalty Programs, Rewards Programs, Volunteering
Education
Wheaton College (MA) 2000 — 2004
B.A.
Western Connecticut State University 2006 — 2008
B.S.
Southern Connecticut State University 2008 — 2009
MPHc
Budd Enterprises and Budd Leasing Theatrical Trucking November 1998 - Present
Starbucks Coffee Company May 1997 - August 2004
Morgan Stanley Smith Barney December 2002 - February 2003
Yale School of Medicine December 2000 - August 2001
Skills
Management, Training, Logistics Management, Business Development, Strategic Planning, Regulatory Filings, Licensure, Permit Compliance, Financial Services, Non-profit Leadership, Non-profit Boards, Non-profit Program..., Loyalty Programs, Rewards Programs, Volunteering
Education
Wheaton College (MA) 2000 — 2004
B.A.
Western Connecticut State University 2006 — 2008
B.S.
Southern Connecticut State University 2008 — 2009
MPHc
Evan Gart Evan Gart's Morgan Stanley Smith Barney Experience June 2012 - August 2012
Job Analyst at SLATE Partners
Industry Venture Capital & Private Equity
Experience
SLATE Partners LLC April 2015 - Present
StackUp August 2014 - Present
Green Manning & Bunch January 2015 - April 2015
Meritage Funds September 2014 - November 2014
EnCap Investments L.P. June 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - August 2012
First Western Trust June 2012 - August 2012
Colorado Bag'n Baggage May 2011 - August 2011
Colorado Ski & Golf June 2007 - August 2010
Skills
Microsoft Excel, PowerPoint, Bloomberg Terminal, Finance, Leadership, Analysis, Investments, Access, Retail, Credit, Asset Management, Social Media, Microsoft Office, Financial Analysis, Customer Service, Social Networking, Microsoft Word, Outlook, Sales, Financial Services, Event Planning, Research, Accounting, Financial Modeling, Portfolio Management
Education
Southern Methodist University - Cox School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Danish Institute for Study Abroad 2012 — 2013
Finance, European Business
Kent Denver School 2008 — 2010
SLATE Partners LLC April 2015 - Present
StackUp August 2014 - Present
Green Manning & Bunch January 2015 - April 2015
Meritage Funds September 2014 - November 2014
EnCap Investments L.P. June 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - August 2012
First Western Trust June 2012 - August 2012
Colorado Bag'n Baggage May 2011 - August 2011
Colorado Ski & Golf June 2007 - August 2010
Skills
Microsoft Excel, PowerPoint, Bloomberg Terminal, Finance, Leadership, Analysis, Investments, Access, Retail, Credit, Asset Management, Social Media, Microsoft Office, Financial Analysis, Customer Service, Social Networking, Microsoft Word, Outlook, Sales, Financial Services, Event Planning, Research, Accounting, Financial Modeling, Portfolio Management
Education
Southern Methodist University - Cox School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Danish Institute for Study Abroad 2012 — 2013
Finance, European Business
Kent Denver School 2008 — 2010
Sean G. Higgins Sean G. Higgins's Morgan Stanley Smith Barney Experience March 2008 - August 2009
Job Investment Management Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2014 - Present
Goldman Sachs June 2013 - August 2013
Cohen & Steers April 2011 - June 2012
Cohen & Steers August 2009 - April 2011
Morgan Stanley Smith Barney March 2008 - August 2009
Skills
Mutual Funds, Competitive Analysis, Finance, Financial Services, Asset Allocation, Wealth Management, Separately Managed..., Valuation, Commercial Real Estate, ETFs, Outstanding..., Investment Strategies, Marketing, Sales, Capital Markets, Fixed Income
Education
University of Washington, Michael G. Foster School of Business 2012 — 2014
Master of Business Administration (MBA), Finance
St. Lawrence University 2000 — 2004
Bachelor's degree, Psychology & History
Goldman Sachs June 2014 - Present
Goldman Sachs June 2013 - August 2013
Cohen & Steers April 2011 - June 2012
Cohen & Steers August 2009 - April 2011
Morgan Stanley Smith Barney March 2008 - August 2009
Skills
Mutual Funds, Competitive Analysis, Finance, Financial Services, Asset Allocation, Wealth Management, Separately Managed..., Valuation, Commercial Real Estate, ETFs, Outstanding..., Investment Strategies, Marketing, Sales, Capital Markets, Fixed Income
Education
University of Washington, Michael G. Foster School of Business 2012 — 2014
Master of Business Administration (MBA), Finance
St. Lawrence University 2000 — 2004
Bachelor's degree, Psychology & History
James C. Aldendifer, CFP® James C. Aldendifer, CFP®'s Morgan Stanley Smith Barney Experience September 1981 - May 2013
Job Raymond James Financial Services Inc., Member FINRA/SIPC, 5700 Granite Parkway, Suite 320, Tel. 9724031025
Industry Financial Services
Experience
Raymond James Financial Services May 2013 - Present
Morgan Stanley Smith Barney September 1981 - May 2013
Skills
Portfolio Management, Equities, Investments, Wealth Management, Asset Allocation, Asset Management, Mutual Funds, Series 7, Advisors are not...
Education
Southern Methodist University 1979 — 1980
Master of Business Administration (M.B.A.), Finance, General
University of Illinois at Urbana-Champaign 1974 — 1978
Bachelor of Arts (B.A.), Finance
Raymond James Financial Services May 2013 - Present
Morgan Stanley Smith Barney September 1981 - May 2013
Skills
Portfolio Management, Equities, Investments, Wealth Management, Asset Allocation, Asset Management, Mutual Funds, Series 7, Advisors are not...
Education
Southern Methodist University 1979 — 1980
Master of Business Administration (M.B.A.), Finance, General
University of Illinois at Urbana-Champaign 1974 — 1978
Bachelor of Arts (B.A.), Finance
Carlos Kronen Carlos Kronen's Morgan Stanley Smith Barney Experience July 2007 - December 2010
Job CoFounder, CEO at Manta Solar
Industry Renewables & Environment
Experience
Manta Solar December 2012 - Present
The Bartender Company January 2011 - Present
Morgan Stanley Smith Barney July 2007 - December 2010
Skills
Investments, Start-ups, Entrepreneurship, Financial Analysis, Venture Capital, Financial Modeling, Private Equity, Due Diligence, Portfolio Management, Valuation, Mutual Funds, Public Speaking, Risk Management, Program Management, Business Development, Management, Corporate Development, Emerging Markets, Strategic Financial..., Corporate Finance, Analysis, Mergers & Acquisitions
Education
Stanford University 2003 — 2007
Bachelor of Arts, Major Economics; Secondary Major International Relations; Minor German Studies
Manta Solar December 2012 - Present
The Bartender Company January 2011 - Present
Morgan Stanley Smith Barney July 2007 - December 2010
Skills
Investments, Start-ups, Entrepreneurship, Financial Analysis, Venture Capital, Financial Modeling, Private Equity, Due Diligence, Portfolio Management, Valuation, Mutual Funds, Public Speaking, Risk Management, Program Management, Business Development, Management, Corporate Development, Emerging Markets, Strategic Financial..., Corporate Finance, Analysis, Mergers & Acquisitions
Education
Stanford University 2003 — 2007
Bachelor of Arts, Major Economics; Secondary Major International Relations; Minor German Studies
Calob Johnston Calob Johnston's Morgan Stanley Smith Barney Experience 2006 - 2008
Job Account Executive
Industry Insurance
Experience
Workers Compensation Fund March 2015 - Present
Zions Bank November 2012 - March 2015
Merrill Lynch December 2008 - November 2012
Morgan Stanley Smith Barney 2006 - 2008
Skills
Series 7
Education
Southern Utah University 2005 — 2006
MBA, Business Management
Southern Utah University 2002 — 2005
B.S., Marketing
Workers Compensation Fund March 2015 - Present
Zions Bank November 2012 - March 2015
Merrill Lynch December 2008 - November 2012
Morgan Stanley Smith Barney 2006 - 2008
Skills
Series 7
Education
Southern Utah University 2005 — 2006
MBA, Business Management
Southern Utah University 2002 — 2005
B.S., Marketing
Thatcher MacDonald Thatcher MacDonald's Morgan Stanley Smith Barney Experience 2010 - 2011
Job Account Executive Great Plains Trust Company
Industry Investment Management
Experience
Great Plains Trust Company March 2012 - Present
American Century Investments 2011 - 2012
Morgan Stanley Smith Barney 2010 - 2011
Skills
Investments, Wealth Management, Asset Allocation, Valuation, Financial Modeling, Series 7, Series 63, Investment Management, Portfolio Management, Mutual Funds, Uniform Combined State..., Financial Analysis, Series 65, Investment Strategies, Retirement Planning
Education
Southern Methodist University 2005 — 2009
Great Plains Trust Company March 2012 - Present
American Century Investments 2011 - 2012
Morgan Stanley Smith Barney 2010 - 2011
Skills
Investments, Wealth Management, Asset Allocation, Valuation, Financial Modeling, Series 7, Series 63, Investment Management, Portfolio Management, Mutual Funds, Uniform Combined State..., Financial Analysis, Series 65, Investment Strategies, Retirement Planning
Education
Southern Methodist University 2005 — 2009
Spencer Budde's Morgan Stanley Smith Barney Experience August 2011 - August 2011
Job Associate at Sendero
Industry Management Consulting
Experience
Sendero February 2014 - Present
Fidelity Investments July 2012 - January 2014
Morgan Stanley Smith Barney August 2011 - August 2011
GE Capital Solutions Europe Limited September 2010 - December 2010
Advantage Copier Equipment (acquired by ASI Business Solutions) June 2004 - September 2009
Frank J. Budde, Attorney at Law January 2007 - June 2008
Skills
Leadership, Microsoft Office, Financial Analysis, Management, Teamwork, Financial Modeling, Microsoft Excel, PowerPoint, Data Analysis, Market Research, Leadership Development, Access, Business Analysis, Research, Accounting, Management Consulting, Training & Development, Technology Consulting, Business Strategy, Business Process...
Education
Tuck School of Business at Dartmouth 2012 — 2012
Bridge Program
Southern Methodist University - Cox School of Business 2008 — 2012
B.B.A., Finance; B.A., Markets and Culture
University of Westminster 2010 — 2010
Business
Sendero February 2014 - Present
Fidelity Investments July 2012 - January 2014
Morgan Stanley Smith Barney August 2011 - August 2011
GE Capital Solutions Europe Limited September 2010 - December 2010
Advantage Copier Equipment (acquired by ASI Business Solutions) June 2004 - September 2009
Frank J. Budde, Attorney at Law January 2007 - June 2008
Skills
Leadership, Microsoft Office, Financial Analysis, Management, Teamwork, Financial Modeling, Microsoft Excel, PowerPoint, Data Analysis, Market Research, Leadership Development, Access, Business Analysis, Research, Accounting, Management Consulting, Training & Development, Technology Consulting, Business Strategy, Business Process...
Education
Tuck School of Business at Dartmouth 2012 — 2012
Bridge Program
Southern Methodist University - Cox School of Business 2008 — 2012
B.B.A., Finance; B.A., Markets and Culture
University of Westminster 2010 — 2010
Business
William Paynter APMA® Retired William Paynter APMA® Retired's Morgan Stanley Smith Barney Experience 1989 - September 2010
Job Brodsky, Paynter & Associates, a financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial retired September 2010 - Present
Morgan Stanley Smith Barney 1989 - September 2010
Skills
Retirement Planning, Tax, Finance, Selling, Wealth, Wealth Management, Estate Planning, Series 7, Series 65, Strategic Financial..., Financial Advisory, IRAs, Bonds, Insurance, Portfolio Management, Retirement, Fixed Annuities, Uniform Combined State..., Securities, Asset Allocation, Investment Strategies, Series 63, Mutual Funds, 401k Rollovers, Investment Advisory, 401k, ETFs, Financial Planners, Personal Financial..., Variable Annuities, FINRA, Saving for Education, Wealth Management..., Series 24
Education
University of Colorado Boulder 1985 — 1987
Graduate, Banking
St. Olaf College
B.A., Economics
Ameriprise Financial retired September 2010 - Present
Morgan Stanley Smith Barney 1989 - September 2010
Skills
Retirement Planning, Tax, Finance, Selling, Wealth, Wealth Management, Estate Planning, Series 7, Series 65, Strategic Financial..., Financial Advisory, IRAs, Bonds, Insurance, Portfolio Management, Retirement, Fixed Annuities, Uniform Combined State..., Securities, Asset Allocation, Investment Strategies, Series 63, Mutual Funds, 401k Rollovers, Investment Advisory, 401k, ETFs, Financial Planners, Personal Financial..., Variable Annuities, FINRA, Saving for Education, Wealth Management..., Series 24
Education
University of Colorado Boulder 1985 — 1987
Graduate, Banking
St. Olaf College
B.A., Economics
Kurt Schlesinger Kurt Schlesinger's Morgan Stanley Smith Barney Experience April 2003 - March 2009
Job Financial Advisor at The Investment Center, Inc.
Industry Financial Services
Experience
The Investment Center, Inc. March 2009 - Present
Morgan Stanley Smith Barney April 2003 - March 2009
UBS April 1999 - April 2003
David Lerner Associates, inc. July 1991 - April 1999
Skills
Finance, Retirement Planning, Wealth Management, Investment Advisory, Retirement, Fixed Annuities, Series 65, Mutual Funds, Securities, Asset Allocation, Series 7, Estate Planning, Investments, Saving for Education, 401k Rollovers, 529 Plans, IRAs, College Savings Plans, Annuities, Life Insurance, Long Term Care Insurance, Bonds, CD`s, Social Security Planning
Education
Southern Connecticut State University
The American College
Chartered Financial Consultant Designation ChFC
The Investment Center, Inc. March 2009 - Present
Morgan Stanley Smith Barney April 2003 - March 2009
UBS April 1999 - April 2003
David Lerner Associates, inc. July 1991 - April 1999
Skills
Finance, Retirement Planning, Wealth Management, Investment Advisory, Retirement, Fixed Annuities, Series 65, Mutual Funds, Securities, Asset Allocation, Series 7, Estate Planning, Investments, Saving for Education, 401k Rollovers, 529 Plans, IRAs, College Savings Plans, Annuities, Life Insurance, Long Term Care Insurance, Bonds, CD`s, Social Security Planning
Education
Southern Connecticut State University
The American College
Chartered Financial Consultant Designation ChFC
Livingston Takane Livingston Takane's Morgan Stanley Smith Barney Experience July 2006 - August 2011
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2011 - Present
Morgan Stanley Smith Barney July 2006 - August 2011
Education
Sophia University 1986 — 1991
B.A., Business & Economics
Mid Pacific Institute 1982 — 1986
High School
Ameriprise Financial Services, Inc. August 2011 - Present
Morgan Stanley Smith Barney July 2006 - August 2011
Education
Sophia University 1986 — 1991
B.A., Business & Economics
Mid Pacific Institute 1982 — 1986
High School
Joel DeCory Joel DeCory's Morgan Stanley Smith Barney Experience October 2007 - December 2009
Job Independent Agent at Aflac
Industry Financial Services
Experience
Aflac July 2010 - Present
Morgan Stanley Smith Barney October 2007 - December 2009
Self Employed June 2005 - August 2009
Skills
Insurance, Series 7, Asset Managment, Strategic Financial..., Wealth Management, Portfolio Management, Life Insurance
Education
St. John Fisher College 1986 — 1990
BS, Management
Allendale Columbia 1979 — 1986
HS Diploma
Aflac July 2010 - Present
Morgan Stanley Smith Barney October 2007 - December 2009
Self Employed June 2005 - August 2009
Skills
Insurance, Series 7, Asset Managment, Strategic Financial..., Wealth Management, Portfolio Management, Life Insurance
Education
St. John Fisher College 1986 — 1990
BS, Management
Allendale Columbia 1979 — 1986
HS Diploma
Mark Harper Mark Harper's Morgan Stanley Smith Barney Experience June 2009 - September 2009
Job Executive Business Development Consultant
Industry Financial Services
Experience
Harper Financial Consulting September 2009 - Present
Morgan Stanley Smith Barney June 2009 - September 2009
Smith Barney January 1996 - June 2009
Overland Express Mutual Funds 1994 - 1996
Hyperion Capital 1992 - 1994
Prudential Securities 1980 - 1991
EF Hutton 1975 - 1980
Paine Webber 1972 - 1975
Education
Southern Methodist University
Business & Marketing
Harper Financial Consulting September 2009 - Present
Morgan Stanley Smith Barney June 2009 - September 2009
Smith Barney January 1996 - June 2009
Overland Express Mutual Funds 1994 - 1996
Hyperion Capital 1992 - 1994
Prudential Securities 1980 - 1991
EF Hutton 1975 - 1980
Paine Webber 1972 - 1975
Education
Southern Methodist University
Business & Marketing
Jon Steffey, CFP®, ChFC, CLU Jon Steffey, CFP®, ChFC, CLU's Morgan Stanley Smith Barney Experience 2007 - 2007
Job Regional Advisory Consultant at Advisors Asset Management, Inc.
Industry Financial Services
Experience
Advisors Asset Management, Inc. August 2010 - Present
AIG Retirement Services January 2008 - June 2009
Morgan Stanley Smith Barney 2007 - 2007
Frost Bank 2004 - 2006
USAA 1992 - 2004
US Army July 1976 - June 1988
Skills
Asset Management, Portfolios, Investments, Series 7, Portfolio Management, Insurance, Financial Planning, Retirement Planning, Fixed Income, Mutual Funds, Securities, Bonds, Investment Strategies, Alternative Investments, Retirement, Financial Analysis, Strategic Financial..., Asset Managment, Investment Management, Risk Management, Investment Advisory, Estate Planning, Wealth Accumulation, High Net Worth..., Wealth, Finance, Retirement Plan..., Separately Managed...
Education
St. Mary's University 1972 — 1976
BA, Political Science
MacArthur High School, San Antonio, TX 1971 — 1972
Radford High School, Honolulu, HI 1968 — 1971
Advisors Asset Management, Inc. August 2010 - Present
AIG Retirement Services January 2008 - June 2009
Morgan Stanley Smith Barney 2007 - 2007
Frost Bank 2004 - 2006
USAA 1992 - 2004
US Army July 1976 - June 1988
Skills
Asset Management, Portfolios, Investments, Series 7, Portfolio Management, Insurance, Financial Planning, Retirement Planning, Fixed Income, Mutual Funds, Securities, Bonds, Investment Strategies, Alternative Investments, Retirement, Financial Analysis, Strategic Financial..., Asset Managment, Investment Management, Risk Management, Investment Advisory, Estate Planning, Wealth Accumulation, High Net Worth..., Wealth, Finance, Retirement Plan..., Separately Managed...
Education
St. Mary's University 1972 — 1976
BA, Political Science
MacArthur High School, San Antonio, TX 1971 — 1972
Radford High School, Honolulu, HI 1968 — 1971
Sean Rizzieri Sean Rizzieri's Morgan Stanley Smith Barney Experience August 2008 - December 2009
Job Manager Transaction Advisory Services at Ernst & Young
Industry Financial Services
Experience
Ernst & Young July 2012 - Present
The BVA Group LLC January 2010 - July 2012
Morgan Stanley Smith Barney August 2008 - December 2009
Skills
Financial Modeling, Valuation, Business Valuation, Financial Analysis, Financial Reporting
Education
Southern Methodist University 2004 — 2008
BBA, BS, Finance, Economics
Ernst & Young July 2012 - Present
The BVA Group LLC January 2010 - July 2012
Morgan Stanley Smith Barney August 2008 - December 2009
Skills
Financial Modeling, Valuation, Business Valuation, Financial Analysis, Financial Reporting
Education
Southern Methodist University 2004 — 2008
BBA, BS, Finance, Economics
Bill Hackett Bill Hackett's Morgan Stanley Smith Barney Experience 2010 - 2012
Job Wealth Management
Industry Financial Services
Experience
Bailey November 2013 - Present
Twitchy Dolphin Flix 2012 - Present
Morgan Stanley Smith Barney 2010 - 2012
Morgan Stanley Smith Barney 2009 - 2010
Morgan Stanley 2007 - 2009
Morgan Stanley 2003 - 2007
Morgan Stanley 2000 - 2003
Hill-Rom 1998 - 1999
Skills
Series 7, Series 63, Series 24, Fixed Income, Capital Markets, Finance, Structured Products, Strategy, Financial Risk, Trading, Business Development, Bonds, Equities, Wealth Management, Leadership, Securities, Financial Advisory, Credit, Alternative Investments, Mutual Funds, Bloomberg, Hedge Funds, FINRA, Financial Services, Portfolio Management, Asset Allocation, Investments, Asset Management, ETFs, Derivatives, Investment Advisory, Investment Banking, Financial Markets, Investment Strategies, Options, Electronic Trading, Wealth Management..., Trading Systems, Investment Management
Education
Saint John's University - Peter J. Tobin College of Business 1995 — 1999
Bachelor of Science (B.S.), Marketing
St. Pius X
St. Pius X
Bailey November 2013 - Present
Twitchy Dolphin Flix 2012 - Present
Morgan Stanley Smith Barney 2010 - 2012
Morgan Stanley Smith Barney 2009 - 2010
Morgan Stanley 2007 - 2009
Morgan Stanley 2003 - 2007
Morgan Stanley 2000 - 2003
Hill-Rom 1998 - 1999
Skills
Series 7, Series 63, Series 24, Fixed Income, Capital Markets, Finance, Structured Products, Strategy, Financial Risk, Trading, Business Development, Bonds, Equities, Wealth Management, Leadership, Securities, Financial Advisory, Credit, Alternative Investments, Mutual Funds, Bloomberg, Hedge Funds, FINRA, Financial Services, Portfolio Management, Asset Allocation, Investments, Asset Management, ETFs, Derivatives, Investment Advisory, Investment Banking, Financial Markets, Investment Strategies, Options, Electronic Trading, Wealth Management..., Trading Systems, Investment Management
Education
Saint John's University - Peter J. Tobin College of Business 1995 — 1999
Bachelor of Science (B.S.), Marketing
St. Pius X
St. Pius X
Jaqi Hemmen Jaqi Hemmen's Morgan Stanley Smith Barney Experience July 2009 - August 2009
Job Student at Sonoma State University
Industry Marketing and Advertising
Experience
Morgan Stanley Smith Barney July 2009 - August 2009
Education
Sonoma State University 2006 — 2010
University of Sydney 2009 — 2009
Marketing, Business
Morgan Stanley Smith Barney July 2009 - August 2009
Education
Sonoma State University 2006 — 2010
University of Sydney 2009 — 2009
Marketing, Business
Misty Farukh, CFP® Misty Farukh, CFP®'s Morgan Stanley Smith Barney Experience 2009 - 2012
Job Financial Advisor guiding clients to help reach personal & professional financial goals
Industry Financial Services
Experience
Raymond James & Associates March 2012 - Present
Morgan Stanley Smith Barney 2009 - 2012
Smith Barney 2008 - January 2009
Skills
Strategic Financial..., Wealth Management, Financial Advisory, Personal Financial..., Retirement Planning, Employee Benefits, 401k Rollovers, Concentrated Equity..., College Education..., Estate Planning, Business Solutions, Investment Management, Asset Allocation, Stock Management, Bonds, Syndicate, Life Insurance, Variable Annuities, Long Term Care Insurance
Education
University of San Diego
Bachelor of Business Administration (BBA)
Southern Methodist University
Raymond James & Associates March 2012 - Present
Morgan Stanley Smith Barney 2009 - 2012
Smith Barney 2008 - January 2009
Skills
Strategic Financial..., Wealth Management, Financial Advisory, Personal Financial..., Retirement Planning, Employee Benefits, 401k Rollovers, Concentrated Equity..., College Education..., Estate Planning, Business Solutions, Investment Management, Asset Allocation, Stock Management, Bonds, Syndicate, Life Insurance, Variable Annuities, Long Term Care Insurance
Education
University of San Diego
Bachelor of Business Administration (BBA)
Southern Methodist University
Jacob Rajkumar Jacob Rajkumar's Morgan Stanley Smith Barney Experience January 2010 - Present
Job Senior UI Developer at Morgan Stanley Smith Barney
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney January 2010 - Present
Tech Mahindra (formerly Mahindra Satyam) August 2006 - Present
Sify June 2005 - July 2006
Sherston Software (India) PVT November 2002 - May 2005
Pentamedia Graphics Limited May 1998 - October 2002
Skills
AngularJS, HTML5, CSS, JavaScript, Flex, EXTJS, RIA, Flash, ActionScript, User Interface Design, Agile Methodologies, Web Services, User Interface..., Android Development
Education
St. Xavier's College 1996 — 1997
PGDCA, Computer
The MDT Hindu College 1993 — 1995
M.Sc, Physics
St John's college 1989 — 1992
B.Sc, Physics
Morgan Stanley Smith Barney January 2010 - Present
Tech Mahindra (formerly Mahindra Satyam) August 2006 - Present
Sify June 2005 - July 2006
Sherston Software (India) PVT November 2002 - May 2005
Pentamedia Graphics Limited May 1998 - October 2002
Skills
AngularJS, HTML5, CSS, JavaScript, Flex, EXTJS, RIA, Flash, ActionScript, User Interface Design, Agile Methodologies, Web Services, User Interface..., Android Development
Education
St. Xavier's College 1996 — 1997
PGDCA, Computer
The MDT Hindu College 1993 — 1995
M.Sc, Physics
St John's college 1989 — 1992
B.Sc, Physics
Craig Sucharda's Morgan Stanley Smith Barney Experience April 1998 - July 2000
Job Vice President | Valuations Investment Product Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust August 2012 - Present
Pasta Primo Italian Bistro December 2010 - April 2012
Northern Trust June 2008 - November 2010
Mesirow Financial July 2000 - December 2007
Morgan Stanley Smith Barney April 1998 - July 2000
TD Ameritrade 1996 - 1998
Skills
Financial Services, Risk Management, Finance, Securities, Investments, Mutual Funds, Customer Service, Process Improvement, Pricing, Valuation, Analysis, Human Resources, Fixed Income, Recruiting, Leadership, Management, Budgets, Social Networking, Equity Valuation, Third Party Vendor..., Customer Satisfaction, Customer Experience, Online Research, ASC 820, Microsoft Office, Microsoft Excel, Microsoft Sway, PowerPoint, Data Migration, Workshop Facilitation, ADP Payroll, Social Media Marketing, Advertising, Training, Big Data, Contextual Analysis, US GAAP reporting, Fair Value, Asset Management, Equities, Bloomberg, Financial Analysis, Financial Markets, Hedge Funds, Banking, Derivatives, Financial Risk, Alternative Investments, Business Analysis, Capital Markets
Education
Southern Illinois University, Carbondale 1987 — 1991
Communications
Northern Trust August 2012 - Present
Pasta Primo Italian Bistro December 2010 - April 2012
Northern Trust June 2008 - November 2010
Mesirow Financial July 2000 - December 2007
Morgan Stanley Smith Barney April 1998 - July 2000
TD Ameritrade 1996 - 1998
Skills
Financial Services, Risk Management, Finance, Securities, Investments, Mutual Funds, Customer Service, Process Improvement, Pricing, Valuation, Analysis, Human Resources, Fixed Income, Recruiting, Leadership, Management, Budgets, Social Networking, Equity Valuation, Third Party Vendor..., Customer Satisfaction, Customer Experience, Online Research, ASC 820, Microsoft Office, Microsoft Excel, Microsoft Sway, PowerPoint, Data Migration, Workshop Facilitation, ADP Payroll, Social Media Marketing, Advertising, Training, Big Data, Contextual Analysis, US GAAP reporting, Fair Value, Asset Management, Equities, Bloomberg, Financial Analysis, Financial Markets, Hedge Funds, Banking, Derivatives, Financial Risk, Alternative Investments, Business Analysis, Capital Markets
Education
Southern Illinois University, Carbondale 1987 — 1991
Communications
Tia Smith MBA Tia Smith MBA's Morgan Stanley Smith Barney Experience September 1998 - October 2007
Job Management
Industry Public Relations and Communications
Experience
Illinois Department of Transportation November 2013 - Present
ASTELLAS October 2007 - July 2013
Morgan Stanley Smith Barney September 1998 - October 2007
Bank of America February 1995 - August 1998
Skills
Sales Operations, Sales, Pharmaceutical Sales, Marketing, Selling, Leadership, Marketing Strategy, Coaching, Account Management, Sales Force Development, Strategic Planning, Urology, Selling Skills, Cold Calling, Sales Management, Direct Sales, CRM, Territory Management, Managed Care, Product Launch, Pharmaceutical Industry, Negotiation, Proactive self-starter, Salesforce.com, Public Speaking, Team Leadership, Management, Project+, Leadership and Influence, Customer Service, Team Building
Education
Webster University 2000 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
Southern Illinois University, Edwardsville 1991 — 1994
Bachelor's degree, Sociology
Illinois Department of Transportation November 2013 - Present
ASTELLAS October 2007 - July 2013
Morgan Stanley Smith Barney September 1998 - October 2007
Bank of America February 1995 - August 1998
Skills
Sales Operations, Sales, Pharmaceutical Sales, Marketing, Selling, Leadership, Marketing Strategy, Coaching, Account Management, Sales Force Development, Strategic Planning, Urology, Selling Skills, Cold Calling, Sales Management, Direct Sales, CRM, Territory Management, Managed Care, Product Launch, Pharmaceutical Industry, Negotiation, Proactive self-starter, Salesforce.com, Public Speaking, Team Leadership, Management, Project+, Leadership and Influence, Customer Service, Team Building
Education
Webster University 2000 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
Southern Illinois University, Edwardsville 1991 — 1994
Bachelor's degree, Sociology
Sara Schupp Sara Schupp's Morgan Stanley Smith Barney Experience June 2002 - December 2011
Job Branch Operations Manager at Raymond James
Industry Financial Services
Experience
Raymond James Financial, Inc. February 2012 - Present
Morgan Stanley Smith Barney June 2002 - December 2011
Vitamin World 1999 - 2001
Education
Southern Illinois University, Carbondale 1997 — 2001
Bachelor of Science, Elementary Education
Raymond James Financial, Inc. February 2012 - Present
Morgan Stanley Smith Barney June 2002 - December 2011
Vitamin World 1999 - 2001
Education
Southern Illinois University, Carbondale 1997 — 2001
Bachelor of Science, Elementary Education
Kathy Rocchio Kathy Rocchio's Morgan Stanley Smith Barney Experience August 1995 - August 1998
Job Financial Planning Assistant at Matoney Financial
Industry Financial Services
Experience
Matoney Financial August 2012 - Present
My Baby Travels, Inc. April 2001 - January 2004
Morgan Stanley Smith Barney August 1995 - August 1998
Tucker Anthony October 1988 - February 1995
Skills
Series 7, Equities, Wealth Management, Financial Services
Education
Southern New Hampshire University 1986 — 1988
Bachelor of Science, Economics/Finance
University of Rhode Island - College of Business Administration 1983 — 1985
Matoney Financial August 2012 - Present
My Baby Travels, Inc. April 2001 - January 2004
Morgan Stanley Smith Barney August 1995 - August 1998
Tucker Anthony October 1988 - February 1995
Skills
Series 7, Equities, Wealth Management, Financial Services
Education
Southern New Hampshire University 1986 — 1988
Bachelor of Science, Economics/Finance
University of Rhode Island - College of Business Administration 1983 — 1985
Rose Mohammadi Rose Mohammadi's Morgan Stanley Smith Barney Experience January 2010 - March 2010
Job Director of Operations at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual December 2013 - October 2014
KPMG Advisory February 2011 - August 2011
Merrill Lynch February 2008 - June 2010
Morgan Stanley Smith Barney January 2010 - March 2010
Skills
Financial Analysis, Corporate Finance, Financial Modeling, Valuation, Equities, Financial Services, Mutual Funds, Finance, Wealth Management, Financial Planning, Risk Management, Hedge Funds, Portfolio Management, Investments, Due Diligence, Financial Advisory, Financial Risk, Asset Management, Relationship Management, Business Development, Internal Audit, Internal Controls, Strategy, Analytics, Financial Markets, Derivatives, Financial Reporting, Insurance, Mortgage Lending, Emerging Markets, Management, Project Management, Leadership, Marketing
Education
Saint John's University 2002 — 2006
BS, Marketing, Finance
St. John's University 2002 — 2006
BS, Marketing
Northwestern Mutual December 2013 - October 2014
KPMG Advisory February 2011 - August 2011
Merrill Lynch February 2008 - June 2010
Morgan Stanley Smith Barney January 2010 - March 2010
Skills
Financial Analysis, Corporate Finance, Financial Modeling, Valuation, Equities, Financial Services, Mutual Funds, Finance, Wealth Management, Financial Planning, Risk Management, Hedge Funds, Portfolio Management, Investments, Due Diligence, Financial Advisory, Financial Risk, Asset Management, Relationship Management, Business Development, Internal Audit, Internal Controls, Strategy, Analytics, Financial Markets, Derivatives, Financial Reporting, Insurance, Mortgage Lending, Emerging Markets, Management, Project Management, Leadership, Marketing
Education
Saint John's University 2002 — 2006
BS, Marketing, Finance
St. John's University 2002 — 2006
BS, Marketing
Caroline Andril Caroline Andril's Morgan Stanley Smith Barney Experience September 2009 - May 2010
Job Commerical Lines Underwriter
Industry Financial Services
Experience
Chubb June 2011 - Present
Allstate Insurance Internship Program January 2010 - May 2011
MetLife May 2010 - August 2010
Morgan Stanley Smith Barney September 2009 - May 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Education
St. Mary's College of Maryland 2007 — 2011
Bachelors, Economics/Mathematics
Chubb June 2011 - Present
Allstate Insurance Internship Program January 2010 - May 2011
MetLife May 2010 - August 2010
Morgan Stanley Smith Barney September 2009 - May 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Education
St. Mary's College of Maryland 2007 — 2011
Bachelors, Economics/Mathematics
Eimon Akbari Eimon Akbari's Morgan Stanley Smith Barney Experience August 2011 - May 2012
Job Credit Manager at Citi
Industry Financial Services
Experience
Citi June 2015 - Present
Citi June 2013 - June 2015
FDIC May 2012 - August 2012
Morgan Stanley Smith Barney August 2011 - May 2012
U.S. Department of Labor July 2011 - September 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Qualitative Research, Financial Market..., Economic Research, Data Analysis, Data Entry, Analysis, Credit, Portfolio Management, Credit Risk, Finance, Economics, Banking, Financial Modeling, Credit Analysis, Risk Management, Financial Analysis
Education
Southern Methodist University 2009 — 2013
Economics & Finance, Economics
Southern Methodist University - Cox School of Business 2009 — 2013
Bachelor of Science (B.S.), Economics and Financial Applications
Citi June 2015 - Present
Citi June 2013 - June 2015
FDIC May 2012 - August 2012
Morgan Stanley Smith Barney August 2011 - May 2012
U.S. Department of Labor July 2011 - September 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Qualitative Research, Financial Market..., Economic Research, Data Analysis, Data Entry, Analysis, Credit, Portfolio Management, Credit Risk, Finance, Economics, Banking, Financial Modeling, Credit Analysis, Risk Management, Financial Analysis
Education
Southern Methodist University 2009 — 2013
Economics & Finance, Economics
Southern Methodist University - Cox School of Business 2009 — 2013
Bachelor of Science (B.S.), Economics and Financial Applications
Jessica Jarvis's Morgan Stanley Smith Barney Experience January 2006 - July 2009
Job ...
Industry Financial Services
Experience
JPMorgan Chase July 2014 - Present
Barclays March 2013 - June 2014
Barclays April 2010 - March 2013
Morgan Stanley Smith Barney January 2006 - July 2009
Healthbridge 2002 - December 2006
Merrill Lynch 2002 - 2004
Education
St. John's University, The Peter J. Tobin College of Business 1999 — 2004
BS, Finance
JPMorgan Chase July 2014 - Present
Barclays March 2013 - June 2014
Barclays April 2010 - March 2013
Morgan Stanley Smith Barney January 2006 - July 2009
Healthbridge 2002 - December 2006
Merrill Lynch 2002 - 2004
Education
St. John's University, The Peter J. Tobin College of Business 1999 — 2004
BS, Finance
Faiz Sayed Faiz Sayed's Morgan Stanley Smith Barney Experience June 2011 - March 2012
Job Relationship Manager Commercial Real Estate Group at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2015 - Present
Wells Fargo June 2013 - August 2015
Sigma Chi Fraternity March 2012 - April 2013
Ernst & Young June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - March 2012
Sigma Chi Fraternity March 2011 - March 2012
SMU Cox School of Business July 2011 - September 2011
Southwest Airlines May 2011 - August 2011
Sigma Chi Fraternity August 2010 - May 2011
North Star Resource Group May 2010 - January 2011
Education
Southern Methodist University 2009 — 2013
BS, Economics with Financial Applications
Southern Methodist University - Cox School of Business 2009 — 2013
BBA, Finance
JJ Pearce
Wells Fargo August 2015 - Present
Wells Fargo June 2013 - August 2015
Sigma Chi Fraternity March 2012 - April 2013
Ernst & Young June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - March 2012
Sigma Chi Fraternity March 2011 - March 2012
SMU Cox School of Business July 2011 - September 2011
Southwest Airlines May 2011 - August 2011
Sigma Chi Fraternity August 2010 - May 2011
North Star Resource Group May 2010 - January 2011
Education
Southern Methodist University 2009 — 2013
BS, Economics with Financial Applications
Southern Methodist University - Cox School of Business 2009 — 2013
BBA, Finance
JJ Pearce
Varun Wadhwa's Morgan Stanley Smith Barney Experience 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2012 - Present
Skills
Stocks, Stock Market, Commodity Markets, Golf Instruction, Accounting, Financial Analysis, Financial Modeling, Politics, Economics, Real Estate Development, Options, WACC, Investment Strategies
Education
Southern Methodist University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Morgan Stanley Smith Barney 2012 - Present
Skills
Stocks, Stock Market, Commodity Markets, Golf Instruction, Accounting, Financial Analysis, Financial Modeling, Politics, Economics, Real Estate Development, Options, WACC, Investment Strategies
Education
Southern Methodist University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Olivia Flores Olivia Flores's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job .
Industry Financial Services
Experience
J.P. Morgan July 2013 - March 2014
Jefferies LLC May 2012 - August 2012
PricewaterhouseCoopers xTREME Competition October 2010 - May 2012
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Financial Modeling, Bloomberg, Financial Analysis, Investment Banking, Equity Research, Microsoft Excel, PowerPoint, Finance, Investments, Equities, Portfolio Management, Hedge Funds
Education
Southern Methodist University - Cox School of Business 2009 — 2013
Bachelor of Business Administration
St. John's School 2001 — 2009
High School
J.P. Morgan July 2013 - March 2014
Jefferies LLC May 2012 - August 2012
PricewaterhouseCoopers xTREME Competition October 2010 - May 2012
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Financial Modeling, Bloomberg, Financial Analysis, Investment Banking, Equity Research, Microsoft Excel, PowerPoint, Finance, Investments, Equities, Portfolio Management, Hedge Funds
Education
Southern Methodist University - Cox School of Business 2009 — 2013
Bachelor of Business Administration
St. John's School 2001 — 2009
High School
Christina Whatley Christina Whatley's Morgan Stanley Smith Barney Experience May 2010 - August 2010
Job Global Principal Investments Associate, BAML Capital Access Funds Management, LLC
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2014 - Present
Bank of America Merrill Lynch September 2012 - September 2014
William Blair and Company June 2011 - September 2012
Morgan Stanley Smith Barney May 2010 - August 2010
Skills
Writing, Social Media, Public Speaking, Microsoft Office, Entrepreneurship, Leadership, Research, Data Analysis, Community Outreach, Fundraising, Strategic Planning, Financial Analysis, Program Management, PowerPoint, Financial Modeling, Analysis, Event Planning, Nonprofits, Bloomberg, LBO, Valuation, Corporate Finance, Private Equity, Capital IQ
Education
Spelman College 2007 — 2011
Bachelor's degree, Economics and International Studies
Bank of America Merrill Lynch September 2014 - Present
Bank of America Merrill Lynch September 2012 - September 2014
William Blair and Company June 2011 - September 2012
Morgan Stanley Smith Barney May 2010 - August 2010
Skills
Writing, Social Media, Public Speaking, Microsoft Office, Entrepreneurship, Leadership, Research, Data Analysis, Community Outreach, Fundraising, Strategic Planning, Financial Analysis, Program Management, PowerPoint, Financial Modeling, Analysis, Event Planning, Nonprofits, Bloomberg, LBO, Valuation, Corporate Finance, Private Equity, Capital IQ
Education
Spelman College 2007 — 2011
Bachelor's degree, Economics and International Studies
Jake Pool Jake Pool's Morgan Stanley Smith Barney Experience February 2005 - June 2010
Job Vice President at Janney Montgomery Scott
Industry Investment Management
Experience
Janney Montgomery Scott June 2010 - Present
Morgan Stanley Smith Barney February 2005 - June 2010
Legg Mason September 1996 - January 2005
PNC Bank September 1986 - January 1996
Skills
Wealth Management, Portfolio Management, Retirement Planning, Alternative Investments, Series 7, Series 65, Series 63, Money Management, ETFs, Mutual Funds, Securities, Retirement, Financial Advisory, Estate Planning, Investments, Finance, Asset Allocation, Financial Planning, Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 1984 — 1986
MBA, Finance, General
St. Lawrence University 1974 — 1978
B.S., Geology
The Hill School 1972 — 1974
Wyoming Seminary
Janney Montgomery Scott June 2010 - Present
Morgan Stanley Smith Barney February 2005 - June 2010
Legg Mason September 1996 - January 2005
PNC Bank September 1986 - January 1996
Skills
Wealth Management, Portfolio Management, Retirement Planning, Alternative Investments, Series 7, Series 65, Series 63, Money Management, ETFs, Mutual Funds, Securities, Retirement, Financial Advisory, Estate Planning, Investments, Finance, Asset Allocation, Financial Planning, Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 1984 — 1986
MBA, Finance, General
St. Lawrence University 1974 — 1978
B.S., Geology
The Hill School 1972 — 1974
Wyoming Seminary
Ray Konareski Ray Konareski's Morgan Stanley Smith Barney Experience 1994 - 1995
Job Senior Business Development Manager / Channel Development Manager
Industry Information Technology and Services
Experience
AuthAir, Inc. April 2015 - Present
Regan Technologies July 2011 - March 2015
Global Staffing Services 2009 - 2011
TEKsystems 1997 - 2009
Morgan Stanley Smith Barney 1994 - 1995
Special Olympics 1994 - 1995
Skills
Cloud Computing, Account Management, New Business Development, Sales, Networking, Data Center, CRM, Management, Contract Negotiation, Virtualization, Technical Recruiting, Sales Operations, Lead Generation, Salesforce.com, Selling, HP, Sales Presentations, Telecommunications, Customer Service, Cisco Technologies, Proposal Writing, Strategic Selling, OEMs, OEM contracts, Citrix, LANDesk, Dell Computers, Technology Services, F5 BigIP, Customer Relations, Consultative Selling, Technology Sales, Dell, EMC, Cisco, F5, SaaS, Enterprise Software, Professional Services, Solution Selling, Leadership, Business Development, SAP, Oracle
Education
Southern Connecticut State University 1990 — 1995
Bachelor of Science (B.S.), Corporate Communications
Universidad de Salamanca 1995 — 1995
Summer Program
Lyman Hall
AuthAir, Inc. April 2015 - Present
Regan Technologies July 2011 - March 2015
Global Staffing Services 2009 - 2011
TEKsystems 1997 - 2009
Morgan Stanley Smith Barney 1994 - 1995
Special Olympics 1994 - 1995
Skills
Cloud Computing, Account Management, New Business Development, Sales, Networking, Data Center, CRM, Management, Contract Negotiation, Virtualization, Technical Recruiting, Sales Operations, Lead Generation, Salesforce.com, Selling, HP, Sales Presentations, Telecommunications, Customer Service, Cisco Technologies, Proposal Writing, Strategic Selling, OEMs, OEM contracts, Citrix, LANDesk, Dell Computers, Technology Services, F5 BigIP, Customer Relations, Consultative Selling, Technology Sales, Dell, EMC, Cisco, F5, SaaS, Enterprise Software, Professional Services, Solution Selling, Leadership, Business Development, SAP, Oracle
Education
Southern Connecticut State University 1990 — 1995
Bachelor of Science (B.S.), Corporate Communications
Universidad de Salamanca 1995 — 1995
Summer Program
Lyman Hall
Shreya Arumugam Shreya Arumugam's Morgan Stanley Smith Barney Experience August 2010 - December 2010
Job Medical Student at St. George's University, Grenada
Industry Medical Practice
Experience
St. George's University, Grenada January 2013 - Present
Staples June 2011 - August 2011
UBS Investment Bank January 2011 - June 2011
Morgan Stanley Smith Barney August 2010 - December 2010
Northwestern Mutual June 2010 - August 2010
HybriGene, University of Rhode Island October 2006 - May 2007
Skills
Portfolio Management, Investments, Financial Analysis, Finance, Entrepreneurship, Strategic Financial..., Wealth Management, Financial Modeling, Financial Services, Economics, Asset Allocation, Financial Reporting, Insurance, Analysis
Education
Simmons College 2008 — 2012
Bachelor of Arts in Finance, Bachelor of Science, Bachelor of Science in Economics
Simmons College 2008 — 2012
Bachelor of Science (B.S.), Economics and Finance
St. George's University, Grenada January 2013 - Present
Staples June 2011 - August 2011
UBS Investment Bank January 2011 - June 2011
Morgan Stanley Smith Barney August 2010 - December 2010
Northwestern Mutual June 2010 - August 2010
HybriGene, University of Rhode Island October 2006 - May 2007
Skills
Portfolio Management, Investments, Financial Analysis, Finance, Entrepreneurship, Strategic Financial..., Wealth Management, Financial Modeling, Financial Services, Economics, Asset Allocation, Financial Reporting, Insurance, Analysis
Education
Simmons College 2008 — 2012
Bachelor of Arts in Finance, Bachelor of Science, Bachelor of Science in Economics
Simmons College 2008 — 2012
Bachelor of Science (B.S.), Economics and Finance
Steven M. Ayer, CIMA®, AIF® Steven M. Ayer, CIMA®, AIF®'s Morgan Stanley Smith Barney Experience January 2001 - February 2010
Job Private Wealth Advisor / Fiduciary / Managing Director & Partner at HighTower Advisors, Author
Industry Financial Services
Experience
HighTower Westchester, a part of HighTower February 2010 - Present
VoiceAmerica Talk Radio - WTR, LLC July 2011 - November 2012
Morgan Stanley Smith Barney January 2001 - February 2010
Olde Financial LLC 1994 - 2001
Skills
Alternative Investments, Investment Management, Investments, Strategic Financial..., Wealth Management, Asset Allocation, Bonds, Portfolio Management, Finance, Financial Advisory, Financial Services, Series 7, Strategy, Economics, Investment Advisory, Asset Management, Mutual Funds, Financial Planning
Education
Southern Connecticut State University 1990 — 1994
Bachelor, Finance, Economics
Oak Creek High School 1986 — 1989
high school, general education
HighTower Westchester, a part of HighTower February 2010 - Present
VoiceAmerica Talk Radio - WTR, LLC July 2011 - November 2012
Morgan Stanley Smith Barney January 2001 - February 2010
Olde Financial LLC 1994 - 2001
Skills
Alternative Investments, Investment Management, Investments, Strategic Financial..., Wealth Management, Asset Allocation, Bonds, Portfolio Management, Finance, Financial Advisory, Financial Services, Series 7, Strategy, Economics, Investment Advisory, Asset Management, Mutual Funds, Financial Planning
Education
Southern Connecticut State University 1990 — 1994
Bachelor, Finance, Economics
Oak Creek High School 1986 — 1989
high school, general education
John Bains's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job CEO and CoFounder of Magnolia Genetics
Industry Biotechnology
Experience
Gulfstream Capital Partners September 2012 - February 2015
Cambridge Associates July 2011 - September 2012
Morgan Stanley Smith Barney June 2009 - August 2009
Morgan Keegan May 2008 - August 2008
Sterne, Agee & Leach May 2007 - August 2007
Education
Southern Methodist University
B.B.A., Finance
Southern Methodist University
B.A., Economics
Gulfstream Capital Partners September 2012 - February 2015
Cambridge Associates July 2011 - September 2012
Morgan Stanley Smith Barney June 2009 - August 2009
Morgan Keegan May 2008 - August 2008
Sterne, Agee & Leach May 2007 - August 2007
Education
Southern Methodist University
B.B.A., Finance
Southern Methodist University
B.A., Economics
Jennifer Henagar, SPHR, SHRM-SCP, MBA's Morgan Stanley Smith Barney Experience June 2008 - April 2010
Job Organizational Development Strategic Programs Specialist at Choctaw Nation of Oklahoma
Industry Government Administration
Experience
Choctaw Nation of Oklahoma October 2014 - Present
Choctaw Nation Health Services Authority June 2013 - October 2014
Choctaw Nation of Oklahoma May 2011 - June 2013
Choctaw Nation of Oklahoma May 2010 - May 2011
Morgan Stanley Smith Barney June 2008 - April 2010
Texans Credit Union January 1998 - June 2008
Skills
Management, Project Management, Employee Relations, Human Resources, Customer Service, Strategic Planning, Budgets, Talent Acquisition, Talent Management, SPHR, Performance Management, Finance, Risk Management, Financial Analysis, Strategy, Budgeting, Executive and..., Leadership Development, Organizational...
Education
University of Texas at Dallas - Naveen Jindal School of Management 2014 — 2015
Executive and Professional Coaching Certification, Executive Coaching, A
Texas Woman's University 2006 — 2007
Executive MBA, Business Administration
Southeastern Oklahoma State University 1993 — 1997
Bachelor of Science, Finance
Choctaw Nation of Oklahoma October 2014 - Present
Choctaw Nation Health Services Authority June 2013 - October 2014
Choctaw Nation of Oklahoma May 2011 - June 2013
Choctaw Nation of Oklahoma May 2010 - May 2011
Morgan Stanley Smith Barney June 2008 - April 2010
Texans Credit Union January 1998 - June 2008
Skills
Management, Project Management, Employee Relations, Human Resources, Customer Service, Strategic Planning, Budgets, Talent Acquisition, Talent Management, SPHR, Performance Management, Finance, Risk Management, Financial Analysis, Strategy, Budgeting, Executive and..., Leadership Development, Organizational...
Education
University of Texas at Dallas - Naveen Jindal School of Management 2014 — 2015
Executive and Professional Coaching Certification, Executive Coaching, A
Texas Woman's University 2006 — 2007
Executive MBA, Business Administration
Southeastern Oklahoma State University 1993 — 1997
Bachelor of Science, Finance
John Frey's Morgan Stanley Smith Barney Experience June 2010 - August 2011
Job Senior Vice President Foreign Exchange Sales at First Republic Bank
Industry Financial Services
Experience
First Republic Bank February 2015 - Present
First Republic Bank August 2013 - February 2015
First Republic Bank August 2011 - August 2013
Morgan Stanley Smith Barney June 2010 - August 2011
Skills
Foreign Exchange, FX Hedging, Bloomberg Terminal, FX Spot, Foreign Currency..., Interest Rate Hedging, Social Media, Private Equity
Education
Southern New Hampshire University 2006 — 2010
BS, Business Administration, Minors in Organizational Leadership and Small Business Management
Cushing Academy 2001 — 2005
High School Dipolma, General Studies
First Republic Bank February 2015 - Present
First Republic Bank August 2013 - February 2015
First Republic Bank August 2011 - August 2013
Morgan Stanley Smith Barney June 2010 - August 2011
Skills
Foreign Exchange, FX Hedging, Bloomberg Terminal, FX Spot, Foreign Currency..., Interest Rate Hedging, Social Media, Private Equity
Education
Southern New Hampshire University 2006 — 2010
BS, Business Administration, Minors in Organizational Leadership and Small Business Management
Cushing Academy 2001 — 2005
High School Dipolma, General Studies
Stephen Whitter Stephen Whitter's Morgan Stanley Smith Barney Experience January 1988 - April 2011
Job Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2011 - Present
Morgan Stanley Smith Barney January 1988 - April 2011
Education
Saint Lawrence University 1977 — 1978
M.Ed., Education in Counseling
St. Lawrence University 1972 — 1976
B.S., Economics
Wells Fargo Advisors April 2011 - Present
Morgan Stanley Smith Barney January 1988 - April 2011
Education
Saint Lawrence University 1977 — 1978
M.Ed., Education in Counseling
St. Lawrence University 1972 — 1976
B.S., Economics
Christopher Dougherty, CFP®, CRPC® Christopher Dougherty, CFP®, CRPC®'s Morgan Stanley Smith Barney Experience November 2000 - July 2012
Job Principal at 44 North Financial Partners
Industry Financial Services
Experience
44 North Financial Partners July 2012 - Present
Morgan Stanley Smith Barney November 2000 - July 2012
Chubb Insurance June 1991 - July 1999
Skills
Investments, Wealth Management, Finance, Financial Services, Strategic Planning, Retirement
Education
Saint Lawrence University 1987 — 1991
BS
44 North Financial Partners July 2012 - Present
Morgan Stanley Smith Barney November 2000 - July 2012
Chubb Insurance June 1991 - July 1999
Skills
Investments, Wealth Management, Finance, Financial Services, Strategic Planning, Retirement
Education
Saint Lawrence University 1987 — 1991
BS
Kevin Stanek's Morgan Stanley Smith Barney Experience June 2008 - June 2010
Job Director Corporate Employee Financial Services International at UBS
Industry Financial Services
Experience
UBS February 2013 - Present
Morgan Stanley Wealth Management June 2010 - February 2013
Morgan Stanley Smith Barney June 2008 - June 2010
Citi June 2006 - June 2008
UBS February 2005 - June 2006
UBS January 2001 - February 2005
Investec Ernst and Company 1998 - 2000
Skills
Equities, Securities, Series 7, Series 63, Series 9, Series 10, Series 24, Executive Compensation..., Project Management, Relationship Management, Portfolio Management, Strategic Planning, Wealth Management, Private Clients, Asset Allocation, Management, Production Support, Call Centers, Options, Risk Management, Mutual Funds, Fixed Income, Financial Analysis, Hedge Funds, Alternative Investments, Trading Systems, Derivatives, Capital Markets, Investments, Call Center, Private Client Services, Strategic Financial..., 401k, Asset Management, Financial Modeling, Investment Advisory, Coast Guard Operator of...
Education
Saint John's University - Peter J. Tobin College of Business 1994 — 1999
Bachelor of Science (B.S.), Business- Finance
UBS February 2013 - Present
Morgan Stanley Wealth Management June 2010 - February 2013
Morgan Stanley Smith Barney June 2008 - June 2010
Citi June 2006 - June 2008
UBS February 2005 - June 2006
UBS January 2001 - February 2005
Investec Ernst and Company 1998 - 2000
Skills
Equities, Securities, Series 7, Series 63, Series 9, Series 10, Series 24, Executive Compensation..., Project Management, Relationship Management, Portfolio Management, Strategic Planning, Wealth Management, Private Clients, Asset Allocation, Management, Production Support, Call Centers, Options, Risk Management, Mutual Funds, Fixed Income, Financial Analysis, Hedge Funds, Alternative Investments, Trading Systems, Derivatives, Capital Markets, Investments, Call Center, Private Client Services, Strategic Financial..., 401k, Asset Management, Financial Modeling, Investment Advisory, Coast Guard Operator of...
Education
Saint John's University - Peter J. Tobin College of Business 1994 — 1999
Bachelor of Science (B.S.), Business- Finance
DeVon Mata DeVon Mata's Morgan Stanley Smith Barney Experience May 2011 - Present
Job Professional Development and Strategic Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2011 - Present
RBC Wealth Management August 2007 - October 2010
UBS Wealth Management January 2000 - August 2007
Skills
Business Strategy, Asset Management, Investments, Risk Management, Strategic Financial...
Education
Southern Methodist University - Cox School of Business
BA
The University of Texas at Dallas
Emerging Media & Communication
Morgan Stanley Smith Barney May 2011 - Present
RBC Wealth Management August 2007 - October 2010
UBS Wealth Management January 2000 - August 2007
Skills
Business Strategy, Asset Management, Investments, Risk Management, Strategic Financial...
Education
Southern Methodist University - Cox School of Business
BA
The University of Texas at Dallas
Emerging Media & Communication
Emily Wentworth's Morgan Stanley Smith Barney Experience June 2007 - August 2007
Job Executive Assistant to CEO/Office Manager
Industry Medical Devices
Experience
clearXchange July 2015 - Present
Zimmer Fegan & Maloney June 2012 - July 2015
Zimmer April 2011 - May 2012
Nordstrom May 2005 - May 2011
Morgan Stanley Smith Barney June 2007 - August 2007
Skills
Microsoft Excel, Organizational..., Project Management, Public Speaking, Team Building, Sales, Process Improvement, Healthcare, Communication
Education
Sonoma State University 2004 — 2008
Bachelors, Communications
Notre Dame High School 2000 — 2004
clearXchange July 2015 - Present
Zimmer Fegan & Maloney June 2012 - July 2015
Zimmer April 2011 - May 2012
Nordstrom May 2005 - May 2011
Morgan Stanley Smith Barney June 2007 - August 2007
Skills
Microsoft Excel, Organizational..., Project Management, Public Speaking, Team Building, Sales, Process Improvement, Healthcare, Communication
Education
Sonoma State University 2004 — 2008
Bachelors, Communications
Notre Dame High School 2000 — 2004
VP Gedipudi's Morgan Stanley Smith Barney Experience June 2009 - April 2011
Job Equity Professional
Industry Accounting
Experience
ISP Advisors LLC December 2014 - Present
Financial Intelligence April 2011 - November 2014
Morgan Stanley Smith Barney June 2009 - April 2011
Citigroup Smith Barney August 2007 - April 2011
Citi Smith Barney August 2007 - April 2011
Citigroup Smith Barney 2007 - 2009
SOS February 2006 - August 2007
Stock & Option Solutions 2006 - 2007
Cisco Inc January 2004 - February 2006
Cisco Systems 1999 - 2006
Education
The University of Texas at Dallas 1992 — 1993
MS, COMPUTER SCIENCE
Sri Venkateswara University 1986 — 1990
B.TECH, COMPUTER SCIENCE
Sri Venkateswara Junior College, Tirupati
ISP Advisors LLC December 2014 - Present
Financial Intelligence April 2011 - November 2014
Morgan Stanley Smith Barney June 2009 - April 2011
Citigroup Smith Barney August 2007 - April 2011
Citi Smith Barney August 2007 - April 2011
Citigroup Smith Barney 2007 - 2009
SOS February 2006 - August 2007
Stock & Option Solutions 2006 - 2007
Cisco Inc January 2004 - February 2006
Cisco Systems 1999 - 2006
Education
The University of Texas at Dallas 1992 — 1993
MS, COMPUTER SCIENCE
Sri Venkateswara University 1986 — 1990
B.TECH, COMPUTER SCIENCE
Sri Venkateswara Junior College, Tirupati
Jennifer Cerrone's Morgan Stanley Smith Barney Experience February 2010 - August 2010
Job Senior Manager
Industry Restaurants
Experience
Dave and Busters February 2011 - Present
Morgan Stanley Smith Barney February 2010 - August 2010
News 12 Westchester 2009 - 2010
EMC April 2007 - May 2009
Skills
Applicant Tracking..., Recruiting, Talent Acquisition, Onboarding, PeopleSoft, Hiring, Interviews, Training, Leadership, New Hire Orientations, Employee Relations, Talent Management, Human Resources, Sourcing, College Recruiting, Succession Planning, HRIS
Education
St. Thomas Aquinas College 2000 — 2003
B.A., Communications
State University of New York - System 1998 — 2000
A.A., Liberal Arts
Nyack High School 1994 — 1997
Dave and Busters February 2011 - Present
Morgan Stanley Smith Barney February 2010 - August 2010
News 12 Westchester 2009 - 2010
EMC April 2007 - May 2009
Skills
Applicant Tracking..., Recruiting, Talent Acquisition, Onboarding, PeopleSoft, Hiring, Interviews, Training, Leadership, New Hire Orientations, Employee Relations, Talent Management, Human Resources, Sourcing, College Recruiting, Succession Planning, HRIS
Education
St. Thomas Aquinas College 2000 — 2003
B.A., Communications
State University of New York - System 1998 — 2000
A.A., Liberal Arts
Nyack High School 1994 — 1997
Camille McKenzie's Morgan Stanley Smith Barney Experience June 1996 - September 2000
Job Intern at Kingston Public Hospital
Industry Hospital & Health Care
Experience
Kingston Public Hospital October 2013 - Present
Wyckoff Heights Medical Center June 2010 - January 2013
NEW YORK CITY DEPARTMENT OF EDUCATION October 2007 - July 2010
NEW YORK AND NEW JERSEY HOSPITALS October 2005 - September 2007
Bergen County Medical Center October 2005 - September 2007
Family Services October 2002 - December 2002
JAMAICAN MINISTRY OF HEALTH November 2001 - February 2002
Morgan Stanley Smith Barney June 1996 - September 2000
Hampton University January 1999 - May 2000
BROWNSVILE MULTI-SERVICE HEALTH CENTER June 1998 - August 1998
Skills
Research, Clinical Research, Healthcare, Training, Grants, Teaching, Laboratory, Medical Records, Pediatrics, Public Speaking
Education
ROSS UNIVERSITY 2003 — 2007
Medical Doctor, Medicine
Ross University 2003 — 2007
Doctor of Medicine (MD), Medicine
St. George's University 2001 — 2002
Masters in Public Health, Public Health
HAMPTON UNIVERSITY 1996 — 2000
Bachelors of Science, Biology
Kingston Public Hospital October 2013 - Present
Wyckoff Heights Medical Center June 2010 - January 2013
NEW YORK CITY DEPARTMENT OF EDUCATION October 2007 - July 2010
NEW YORK AND NEW JERSEY HOSPITALS October 2005 - September 2007
Bergen County Medical Center October 2005 - September 2007
Family Services October 2002 - December 2002
JAMAICAN MINISTRY OF HEALTH November 2001 - February 2002
Morgan Stanley Smith Barney June 1996 - September 2000
Hampton University January 1999 - May 2000
BROWNSVILE MULTI-SERVICE HEALTH CENTER June 1998 - August 1998
Skills
Research, Clinical Research, Healthcare, Training, Grants, Teaching, Laboratory, Medical Records, Pediatrics, Public Speaking
Education
ROSS UNIVERSITY 2003 — 2007
Medical Doctor, Medicine
Ross University 2003 — 2007
Doctor of Medicine (MD), Medicine
St. George's University 2001 — 2002
Masters in Public Health, Public Health
HAMPTON UNIVERSITY 1996 — 2000
Bachelors of Science, Biology
Srikanth Kota's Morgan Stanley Smith Barney Experience September 2010 - May 2011
Job QA at FreshDirect
Industry Information Technology and Services
Experience
FreshDirect February 2013 - Present
Lincoln Financials June 2011 - December 2012
Morgan Stanley Smith Barney September 2010 - May 2011
FreshDirect July 2009 - September 2010
AT&T Mobility January 2008 - June 2009
UTHSCSA May 2005 - December 2007
Skills
Agile Testing, Quality Assurance, Mobile Testing, Test Automation, Testing, Quality Center, SDLC, Software Quality..., Test Planning, Requirements Analysis, Agile Methodologies, User Acceptance Testing, QTP, Regression Testing, SQL, System Testing, Manual Testing, Business Analysis, Unix
Education
The University of Texas at San Antonio 2001 — 2003
Masters
Sri Sathya Sai Institute of Higher Learning 1998 — 2000
FreshDirect February 2013 - Present
Lincoln Financials June 2011 - December 2012
Morgan Stanley Smith Barney September 2010 - May 2011
FreshDirect July 2009 - September 2010
AT&T Mobility January 2008 - June 2009
UTHSCSA May 2005 - December 2007
Skills
Agile Testing, Quality Assurance, Mobile Testing, Test Automation, Testing, Quality Center, SDLC, Software Quality..., Test Planning, Requirements Analysis, Agile Methodologies, User Acceptance Testing, QTP, Regression Testing, SQL, System Testing, Manual Testing, Business Analysis, Unix
Education
The University of Texas at San Antonio 2001 — 2003
Masters
Sri Sathya Sai Institute of Higher Learning 1998 — 2000
Patricia Brawer's Morgan Stanley Smith Barney Experience 2009 - Present
Job Dynamic Executive Director with diversified experience in premier financial services firms
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2009 - Present
Smith Barney 2004 - Present
Citi Global Wealth Management 2004 - Present
Citi Smith Barney 2004 - Present
Citi 2004 - June 2009
Prudential Securities 1989 - 2004
THOMSON McKINNON SECURITIES 1971 - 1989
Education
Smith College 1962 — 1966
University of Edinburgh
Morgan Stanley Smith Barney 2009 - Present
Smith Barney 2004 - Present
Citi Global Wealth Management 2004 - Present
Citi Smith Barney 2004 - Present
Citi 2004 - June 2009
Prudential Securities 1989 - 2004
THOMSON McKINNON SECURITIES 1971 - 1989
Education
Smith College 1962 — 1966
University of Edinburgh
Joseph Lamicela's Morgan Stanley Smith Barney Experience June 2009 - November 2011
Job Director at Barclays
Industry Financial Services
Experience
Barclays November 2012 - Present
Credit Suisse November 2011 - November 2012
Morgan Stanley Smith Barney June 2009 - November 2011
Citi February 2003 - June 2009
Alfa Capital Markets December 2001 - January 2003
Prudential Securities June 1999 - December 2001
CIBC OPPENHEIMER April 1997 - May 1999
Skills
AML, Alternative Investments, Asset Management, Capital Markets, Derivatives, Equities, FINRA, FX Options, Financial Advisory, Financial Risk, Fixed Income, Financial Services, Hedge Funds, Investment Advisory, Investment Banking, Investments, KYC, Operational Risk, Mutual Funds, Operational Risk..., Options, Options Strategies, Private Equity, Risk Management, Securities, Securities Regulation, Series 63, Series 65, Series 7, Structured Products, Wealth Management
Education
St. Francis College 1996 — 1999
Saint John's University 1994 — 1997
Xaverian High School 1990 — 1994
Barclays November 2012 - Present
Credit Suisse November 2011 - November 2012
Morgan Stanley Smith Barney June 2009 - November 2011
Citi February 2003 - June 2009
Alfa Capital Markets December 2001 - January 2003
Prudential Securities June 1999 - December 2001
CIBC OPPENHEIMER April 1997 - May 1999
Skills
AML, Alternative Investments, Asset Management, Capital Markets, Derivatives, Equities, FINRA, FX Options, Financial Advisory, Financial Risk, Fixed Income, Financial Services, Hedge Funds, Investment Advisory, Investment Banking, Investments, KYC, Operational Risk, Mutual Funds, Operational Risk..., Options, Options Strategies, Private Equity, Risk Management, Securities, Securities Regulation, Series 63, Series 65, Series 7, Structured Products, Wealth Management
Education
St. Francis College 1996 — 1999
Saint John's University 1994 — 1997
Xaverian High School 1990 — 1994
Isabella Sorrentino's Morgan Stanley Smith Barney Experience June 1996 - January 2012
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 1996 - Present
Morgan Stanley Smith Barney June 1996 - January 2012
Smith Barney January 2009 - June 2009
Citi Smith Barney June 1996 - June 2009
Citigroup 2006 - January 2009
Citi Smith Barney 1996 - January 2009
Skills
Asset Allocation, Banking, Alternative Investments, Asset Management, Business Analysis, Capital Markets, Derivatives, Equities, FINRA, Financial Analysis, Financial Services, Fixed Income, Hedge Funds, Risk Management, SDLC, Series 63, Series 7, Wealth Management
Education
St. John's University, The Peter J. Tobin College of Business 2003 — 2006
MBA, Risk Management
St. John's University, The Peter J. Tobin College of Business 1992 — 1996
BS, Accounting
Morgan Stanley 1996 - Present
Morgan Stanley Smith Barney June 1996 - January 2012
Smith Barney January 2009 - June 2009
Citi Smith Barney June 1996 - June 2009
Citigroup 2006 - January 2009
Citi Smith Barney 1996 - January 2009
Skills
Asset Allocation, Banking, Alternative Investments, Asset Management, Business Analysis, Capital Markets, Derivatives, Equities, FINRA, Financial Analysis, Financial Services, Fixed Income, Hedge Funds, Risk Management, SDLC, Series 63, Series 7, Wealth Management
Education
St. John's University, The Peter J. Tobin College of Business 2003 — 2006
MBA, Risk Management
St. John's University, The Peter J. Tobin College of Business 1992 — 1996
BS, Accounting
Jason Geminn, CPA, MBA's Morgan Stanley Smith Barney Experience January 2005 - April 2006
Job CFO at Prairie Farms Dairy
Industry Accounting
Experience
Prairie Farms Dairy March 2015 - Present
Prairie Farms Dairy May 2010 - Present
BKD LLP May 2007 - April 2010
Stone Carlie May 2006 - April 2007
Morgan Stanley Smith Barney January 2005 - April 2006
Ernst & Young January 2004 - December 2004
PricewaterhouseCoopers LLP January 1998 - December 2003
Skills
Accounting, Tax, Tax Research, Corporate Tax, Forecasting, Tax Accounting, Finance, US GAAP, CPA, Sarbanes-Oxley Act, International Tax, Income Tax, GAAP, Fixed Assets, Partnership Taxation
Education
Southern Illinois University, Edwardsville 1999 — 2001
MBA
Southern Illinois University, Edwardsville 1993 — 1997
Bachelor of Science, Accountancy
Belleville East
Prairie Farms Dairy March 2015 - Present
Prairie Farms Dairy May 2010 - Present
BKD LLP May 2007 - April 2010
Stone Carlie May 2006 - April 2007
Morgan Stanley Smith Barney January 2005 - April 2006
Ernst & Young January 2004 - December 2004
PricewaterhouseCoopers LLP January 1998 - December 2003
Skills
Accounting, Tax, Tax Research, Corporate Tax, Forecasting, Tax Accounting, Finance, US GAAP, CPA, Sarbanes-Oxley Act, International Tax, Income Tax, GAAP, Fixed Assets, Partnership Taxation
Education
Southern Illinois University, Edwardsville 1999 — 2001
MBA
Southern Illinois University, Edwardsville 1993 — 1997
Bachelor of Science, Accountancy
Belleville East
Tomasz M Dulski's Morgan Stanley Smith Barney Experience March 2009 - March 2010
Job Compliance Analyst at FMSbonds, Inc.
Industry Financial Services
Experience
FMSbonds, Inc. January 2012 - Present
Morgan Stanley Smith Barney March 2009 - March 2010
Pfizer April 2006 - March 2008
Ramius Capital Group November 2005 - February 2006
Morgan Stanley DW Inc. May 2004 - November 2005
Morgan Stanley DW Inc. July 2000 - May 2004
Skills
Business Analysis
Education
New Horizons Computer Learning Centers of NY 2005 — 2005
Network Security Expert Program/Integrated Learning Program Course
St. John's University, The Peter J. Tobin College of Business 1995 — 2000
BS, Business Management
FMSbonds, Inc. January 2012 - Present
Morgan Stanley Smith Barney March 2009 - March 2010
Pfizer April 2006 - March 2008
Ramius Capital Group November 2005 - February 2006
Morgan Stanley DW Inc. May 2004 - November 2005
Morgan Stanley DW Inc. July 2000 - May 2004
Skills
Business Analysis
Education
New Horizons Computer Learning Centers of NY 2005 — 2005
Network Security Expert Program/Integrated Learning Program Course
St. John's University, The Peter J. Tobin College of Business 1995 — 2000
BS, Business Management
Kristina Rausch's Morgan Stanley Smith Barney Experience February 2008 - January 2011
Job Beauty Brand Manager at Lavanila Laboratories
Industry Financial Services
Experience
LAVANILA LABORATORIES January 2011 - Present
Morgan Stanley Smith Barney February 2008 - January 2011
Merrill Lynch October 2007 - February 2008
Tullett Prebon May 2007 - October 2007
Skills
Series 7, Bloomberg, Fixed Income, Equities, Wealth Management, Securities, Marketing, Mutual Funds, Bonds, Communication Skills, Customer Experience, Organizational..., Relationship Management, Exceeding Expectations, Building Relationships, ETFs, Trading
Education
St. John's University, The Peter J. Tobin College of Business 2003 — 2007
BS, Finance
Freehold Township HS 1999 — 2003
High School Diploma
LAVANILA LABORATORIES January 2011 - Present
Morgan Stanley Smith Barney February 2008 - January 2011
Merrill Lynch October 2007 - February 2008
Tullett Prebon May 2007 - October 2007
Skills
Series 7, Bloomberg, Fixed Income, Equities, Wealth Management, Securities, Marketing, Mutual Funds, Bonds, Communication Skills, Customer Experience, Organizational..., Relationship Management, Exceeding Expectations, Building Relationships, ETFs, Trading
Education
St. John's University, The Peter J. Tobin College of Business 2003 — 2007
BS, Finance
Freehold Township HS 1999 — 2003
High School Diploma
Stan Francois's Morgan Stanley Smith Barney Experience April 2004 - Present
Job Executive Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management August 2013 - Present
Morgan Stanley Smith Barney April 2004 - Present
Skills
Series 7, Wealth Management, Mutual Funds, Alternative Investments, Asset Management, Series 63
Education
Skidmore College 1982 — 1986
Morgan Stanley Investment Management August 2013 - Present
Morgan Stanley Smith Barney April 2004 - Present
Skills
Series 7, Wealth Management, Mutual Funds, Alternative Investments, Asset Management, Series 63
Education
Skidmore College 1982 — 1986
Jennifer Scully's Morgan Stanley Smith Barney Experience June 2009 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2009 - Present
Smith Barney October 1993 - June 2009
Skills
Asset Allocation, Alternative Investments, Mutual Funds, Uniform Combined State..., Series 63, Wealth Management, Equities, Retirement Planning, Series 7
Education
Saint John's University 1996 — 2001
MBA, Marketing
St. John's University, The Peter J. Tobin College of Business 1989 — 1993
Morgan Stanley Smith Barney June 2009 - Present
Smith Barney October 1993 - June 2009
Skills
Asset Allocation, Alternative Investments, Mutual Funds, Uniform Combined State..., Series 63, Wealth Management, Equities, Retirement Planning, Series 7
Education
Saint John's University 1996 — 2001
MBA, Marketing
St. John's University, The Peter J. Tobin College of Business 1989 — 1993
Louis Morgantini's Morgan Stanley Smith Barney Experience September 2009 - April 2010
Job Director Margin Technology at Citigroup
Industry Information Technology and Services
Experience
Citigroup May 2010 - Present
Morgan Stanley Smith Barney September 2009 - April 2010
Fidelity Investments March 2009 - September 2009
GlobeOp Financial Services April 2006 - May 2008
Various firms 2005 - 2006
Lehman Brothers 2001 - 2005
Lehman Brothers September 1996 - April 2000
Bankers Trust 1990 - 1996
Skills
Business Process, Software Documentation, Risk Management, Project Management, Capital Markets, E-commerce, Project Portfolio..., Business Analysis, Analysis, Requirements Gathering, Fixed Income, Trading Systems, Quality Assurance, Derivatives, Databases, Investment Banking, Leadership, Management
Education
University of Medicine and Dentistry of New Jersey 2004 — 2005
BS, Nuclear Medicine Technology
St. Francis College 1983 — 1987
BA, Business Management
Citigroup May 2010 - Present
Morgan Stanley Smith Barney September 2009 - April 2010
Fidelity Investments March 2009 - September 2009
GlobeOp Financial Services April 2006 - May 2008
Various firms 2005 - 2006
Lehman Brothers 2001 - 2005
Lehman Brothers September 1996 - April 2000
Bankers Trust 1990 - 1996
Skills
Business Process, Software Documentation, Risk Management, Project Management, Capital Markets, E-commerce, Project Portfolio..., Business Analysis, Analysis, Requirements Gathering, Fixed Income, Trading Systems, Quality Assurance, Derivatives, Databases, Investment Banking, Leadership, Management
Education
University of Medicine and Dentistry of New Jersey 2004 — 2005
BS, Nuclear Medicine Technology
St. Francis College 1983 — 1987
BA, Business Management
Amy Blom's Morgan Stanley Smith Barney Experience 2002 - 2003
Job Site Advisory Council Treasurer (Volunteer) at St. John the Baptist School
Industry Banking
Experience
St. John the Baptist School May 2013 - Present
Johnson Bank September 2008 - June 2012
Johnson Bank 2006 - 2008
Johnson Bank January 2003 - October 2006
Morgan Stanley Smith Barney 2002 - 2003
Education
St. Norbert College 1998 — 2002
University of St. Thomas - Opus College of Business 1998 — 2000
Business, psychology
St. John the Baptist School May 2013 - Present
Johnson Bank September 2008 - June 2012
Johnson Bank 2006 - 2008
Johnson Bank January 2003 - October 2006
Morgan Stanley Smith Barney 2002 - 2003
Education
St. Norbert College 1998 — 2002
University of St. Thomas - Opus College of Business 1998 — 2000
Business, psychology
RJ Jacoby's Morgan Stanley Smith Barney Experience January 2009 - Present
Job Morgan Stanley Smith Barney
Industry Investment Management
Experience
Morgan Stanley Smith Barney January 2009 - Present
Education
St. Lawrence University 1985 — 1989
Morgan Stanley Smith Barney January 2009 - Present
Education
St. Lawrence University 1985 — 1989
Thomas Loughran's Morgan Stanley Smith Barney Experience 1997 - 1998
Job Experienced Events Executive
Industry Events Services
Experience
Reed Exhibitions January 1999 - Present
Morgan Stanley Smith Barney 1997 - 1998
SEI 1995 - 1997
United States Marine Corps 1988 - 1994
Skills
Trade Shows, Marketing Strategy, Corporate Events, Event Management, New Business Development, Sponsorship, B2B, Marketing Communications, Email Marketing, Lead Generation, Marketing, Relationship Marketing
Education
Saint Lawrence University 1983 — 1987
BA, Economics
Reed Exhibitions January 1999 - Present
Morgan Stanley Smith Barney 1997 - 1998
SEI 1995 - 1997
United States Marine Corps 1988 - 1994
Skills
Trade Shows, Marketing Strategy, Corporate Events, Event Management, New Business Development, Sponsorship, B2B, Marketing Communications, Email Marketing, Lead Generation, Marketing, Relationship Marketing
Education
Saint Lawrence University 1983 — 1987
BA, Economics
Brandon O'Neill, CFP ®, CAP ®'s Morgan Stanley Smith Barney Experience May 2007 - December 2007
Job Regional Vice President at Fidelity Charitable
Industry Financial Services
Experience
Fidelity Charitable August 2015 - Present
Fidelity Charitable April 2013 - August 2015
Fidelity Investments January 2010 - April 2013
Fidelity Investments January 2008 - January 2010
Morgan Stanley Smith Barney May 2007 - December 2007
EWI Risk Services February 2005 - May 2006
RS magazine 2004 - 2006
Skills
Series 7, Mutual Funds, Retirement Planning, Series 63, Investments, Certified Financial..., Insurance, Series 65, Annuities, Charities, Estate Planning, Tax, Inside Sales, Institutional Sales, Wholesale, Mutual Funds Wholesale, College Savings Plans, Wealth Management, Morningstar Advisor..., Charitable Gift Planning, Retirement, Investment Strategies, Strategic Financial..., 401k, Financial Services, Asset Allocation, FINRA, Securities, ETFs, 401k Rollovers, Investment Management, Financial Planners, Finance, IRAs, Qualified Retirement..., Relationship Management, Life Insurance, Financial Markets, Bonds, Portfolio Management, Defined Contribution, Asset Management, Variable Annuities, Capital Markets, Wealth Management..., Sales Operations, 529 Plans, Sales Force Development, Donor Advised Funds, Salesforce.com
Education
Texas Christian University - M.J. Neeley School of Business 2000 — 2004
Bachelor of Applied Science (B.A.Sc.), Entrepreneurship/Entrepreneurial Studies
Southern Methodist University 2011 — 2011
Certificate Program in Financial Planning, Completed
Fidelity Charitable August 2015 - Present
Fidelity Charitable April 2013 - August 2015
Fidelity Investments January 2010 - April 2013
Fidelity Investments January 2008 - January 2010
Morgan Stanley Smith Barney May 2007 - December 2007
EWI Risk Services February 2005 - May 2006
RS magazine 2004 - 2006
Skills
Series 7, Mutual Funds, Retirement Planning, Series 63, Investments, Certified Financial..., Insurance, Series 65, Annuities, Charities, Estate Planning, Tax, Inside Sales, Institutional Sales, Wholesale, Mutual Funds Wholesale, College Savings Plans, Wealth Management, Morningstar Advisor..., Charitable Gift Planning, Retirement, Investment Strategies, Strategic Financial..., 401k, Financial Services, Asset Allocation, FINRA, Securities, ETFs, 401k Rollovers, Investment Management, Financial Planners, Finance, IRAs, Qualified Retirement..., Relationship Management, Life Insurance, Financial Markets, Bonds, Portfolio Management, Defined Contribution, Asset Management, Variable Annuities, Capital Markets, Wealth Management..., Sales Operations, 529 Plans, Sales Force Development, Donor Advised Funds, Salesforce.com
Education
Texas Christian University - M.J. Neeley School of Business 2000 — 2004
Bachelor of Applied Science (B.A.Sc.), Entrepreneurship/Entrepreneurial Studies
Southern Methodist University 2011 — 2011
Certificate Program in Financial Planning, Completed
Jesse Taran's Morgan Stanley Smith Barney Experience September 2005 - August 2011
Job Executive Director/Assistant General Counsel at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 2011 - Present
Morgan Stanley Smith Barney September 2005 - August 2011
Schulte Roth & Zabel LLP September 1997 - September 2005
Education
Saint John's University School of Law 1994 — 1997
JD
JPMorgan Chase August 2011 - Present
Morgan Stanley Smith Barney September 2005 - August 2011
Schulte Roth & Zabel LLP September 1997 - September 2005
Education
Saint John's University School of Law 1994 — 1997
JD
Grant Sperry's Morgan Stanley Smith Barney Experience 1998 - 2001
Job Oil & Energy
Industry Oil & Energy
Experience
ANU Resources September 2012 - Present
Vaskas Capital Management February 2009 - April 2012
AIG VALIC July 2003 - May 2006
Morgan Stanley Smith Barney 1998 - 2001
Skills
Series 24, Series 63, Mutual Funds, FINRA, Securities, Wealth Management, Risk Management, Series 6, Investments, Asset Allocation, Retirement Planning, Asset Managment, Alternative Investments, Strategic Financial...
Education
University of North Texas 1983 — 1984
Master of Business Administration (MBA), Finance
Southern Methodist University - Cox School of Business 1977 — 1981
BBA, Finance
Suffield Academy 1974 — 1977
ANU Resources September 2012 - Present
Vaskas Capital Management February 2009 - April 2012
AIG VALIC July 2003 - May 2006
Morgan Stanley Smith Barney 1998 - 2001
Skills
Series 24, Series 63, Mutual Funds, FINRA, Securities, Wealth Management, Risk Management, Series 6, Investments, Asset Allocation, Retirement Planning, Asset Managment, Alternative Investments, Strategic Financial...
Education
University of North Texas 1983 — 1984
Master of Business Administration (MBA), Finance
Southern Methodist University - Cox School of Business 1977 — 1981
BBA, Finance
Suffield Academy 1974 — 1977
James Murphy, CFA's Morgan Stanley Smith Barney Experience October 2010 - June 2011
Job Associate Principal Examiner at Financial Industry Regulatory Authority
Industry Capital Markets
Experience
Financial Industry Regulatory Authority March 2012 - Present
Morgan Stanley Smith Barney October 2010 - June 2011
Allied Irish Bank March 2003 - September 2010
Allied Irish Banks plc March 1999 - March 2003
Allied Irish Bank June 1996 - March 1999
Skills
Fixed Income, Bloomberg, Trading, Derivatives, Financial Analysis, Valuation, Asset Management, Capital Markets, Portfolio Management, Investments, Bonds, Series 7, Excel, Customer Relations, ABS, Asset, PowerPoint, Word, Analysis, Banking, MBS, Microsoft Office, Securities, Risk, Due Diligence, Debt, Credit, Treasury Management
Education
St. John's University, The Peter J. Tobin College of Business 1992 — 1996
B.S., Finance
Financial Industry Regulatory Authority March 2012 - Present
Morgan Stanley Smith Barney October 2010 - June 2011
Allied Irish Bank March 2003 - September 2010
Allied Irish Banks plc March 1999 - March 2003
Allied Irish Bank June 1996 - March 1999
Skills
Fixed Income, Bloomberg, Trading, Derivatives, Financial Analysis, Valuation, Asset Management, Capital Markets, Portfolio Management, Investments, Bonds, Series 7, Excel, Customer Relations, ABS, Asset, PowerPoint, Word, Analysis, Banking, MBS, Microsoft Office, Securities, Risk, Due Diligence, Debt, Credit, Treasury Management
Education
St. John's University, The Peter J. Tobin College of Business 1992 — 1996
B.S., Finance
Jacob Wood, CIMA's Morgan Stanley Smith Barney Experience June 2010 - November 2011
Job Financial Services Professional
Industry Financial Services
Experience
Soledad Investment Management, LLC June 2012 - December 2014
Total Fight Alliance - TFA May 2012 - December 2014
Morgan Stanley Smith Barney June 2010 - November 2011
Morgan Stanley Smith Barney 2005 - June 2010
Citi June 2002 - June 2005
Citi April 1998 - June 2002
Financial Network Investment Corporation, Member SIPC September 1997 - April 1998
Skills
Asset Allocation, Investment Strategies, Alternative Investments, Investment Advisory, Wealth Management, Separately Managed..., Series 7, Mutual Funds, Series 63, Investment Management, Equities, Investments, ETFs, Retirement Planning, Asset Management, Fixed Income, Bonds, Financial Advisory, Series 65, Strategic Financial..., Wealth Management..., Uniform Combined State..., Retirement, 401k, Finance, Brazilian Jiu-Jitsu, MMA, Commentary
Education
Southern Methodist University 1992 — 1996
Bachelor of Business Administration (BBA), Business
Soledad Investment Management, LLC June 2012 - December 2014
Total Fight Alliance - TFA May 2012 - December 2014
Morgan Stanley Smith Barney June 2010 - November 2011
Morgan Stanley Smith Barney 2005 - June 2010
Citi June 2002 - June 2005
Citi April 1998 - June 2002
Financial Network Investment Corporation, Member SIPC September 1997 - April 1998
Skills
Asset Allocation, Investment Strategies, Alternative Investments, Investment Advisory, Wealth Management, Separately Managed..., Series 7, Mutual Funds, Series 63, Investment Management, Equities, Investments, ETFs, Retirement Planning, Asset Management, Fixed Income, Bonds, Financial Advisory, Series 65, Strategic Financial..., Wealth Management..., Uniform Combined State..., Retirement, 401k, Finance, Brazilian Jiu-Jitsu, MMA, Commentary
Education
Southern Methodist University 1992 — 1996
Bachelor of Business Administration (BBA), Business
Dorota D'Amato's Morgan Stanley Smith Barney Experience 2009 - 2009
Job Global Supply Manager at Apple
Industry Computer Hardware
Experience
Apple July 2015 - Present
Apple May 2014 - Present
Apple May 2013 - May 2014
Deloitte June 2012 - May 2013
Deloitte January 2010 - May 2012
Morgan Stanley Smith Barney 2009 - 2009
Deloitte Consulting 2008 - 2008
Education
Stanford University 2012 — 2013
Continuing Studies, International Business
University of Washington, Michael G. Foster School of Business
BBA, Finance, Business Honors
Universität Wien
Advanced German Studies
Apple July 2015 - Present
Apple May 2014 - Present
Apple May 2013 - May 2014
Deloitte June 2012 - May 2013
Deloitte January 2010 - May 2012
Morgan Stanley Smith Barney 2009 - 2009
Deloitte Consulting 2008 - 2008
Education
Stanford University 2012 — 2013
Continuing Studies, International Business
University of Washington, Michael G. Foster School of Business
BBA, Finance, Business Honors
Universität Wien
Advanced German Studies
Brian McKinney, CIMA®'s Morgan Stanley Smith Barney Experience June 2002 - Present
Job Senior Vice President / Family Wealth Director
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2002 - Present
Morgan Stanley Dean Witter September 1999 - June 2002
Arvest June 1993 - September 1999
Education
Southwest Baptist University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Finance and Economics
Morgan Stanley Smith Barney June 2002 - Present
Morgan Stanley Dean Witter September 1999 - June 2002
Arvest June 1993 - September 1999
Education
Southwest Baptist University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Finance and Economics
Clifton Bukowsky's Morgan Stanley Smith Barney Experience January 2010 - Present
Job at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2010 - Present
CNB Strategic Consulting January 2001 - November 2014
Marquis Jet October 2001 - April 2004
Bombardier Aerospace 1995 - 2001
Skills
Start-ups, Strategy, Business Planning, Entrepreneurship, Management, Strategic Planning, Management Consulting, Program Management, Contract Negotiation, Leadership, Process Improvement, Sales, New Business Development, Sales Management, Operations Management
Education
Southern Methodist University - Cox School of Business 1986 — 1987
MBA Finance and Real Estate, Finance and Real Estate
The University of Texas at Austin 1979 — 1983
BS Architecture, Architecture
Morgan Stanley Smith Barney January 2010 - Present
CNB Strategic Consulting January 2001 - November 2014
Marquis Jet October 2001 - April 2004
Bombardier Aerospace 1995 - 2001
Skills
Start-ups, Strategy, Business Planning, Entrepreneurship, Management, Strategic Planning, Management Consulting, Program Management, Contract Negotiation, Leadership, Process Improvement, Sales, New Business Development, Sales Management, Operations Management
Education
Southern Methodist University - Cox School of Business 1986 — 1987
MBA Finance and Real Estate, Finance and Real Estate
The University of Texas at Austin 1979 — 1983
BS Architecture, Architecture
Laura Bruckner's Morgan Stanley Smith Barney Experience 1996 - 2011
Job Morgan Stanley Executive Director
Industry Information Technology and Services
Experience
Morgan Stanley 2013 - 2015
Morgan Stanley 2012 - 2013
Morgan Stanley July 1996 - January 2012
Morgan Stanley Smith Barney 1996 - 2011
Dean Witter Trust Company December 1995 - July 1996
Smith Barney November 1993 - December 1995
Bank of New York / Irving Trust Company January 1982 - December 1993
Skills
SDLC, Fixed Income, Sybase, Finance, Equities, Trading Systems, Derivatives, Business Process..., Business Analysis, Project Management, Financial Services, Risk Management, IT Strategy, Management
Education
St. Francis College 1976 — 1980
BS, Math
Morgan Stanley 2013 - 2015
Morgan Stanley 2012 - 2013
Morgan Stanley July 1996 - January 2012
Morgan Stanley Smith Barney 1996 - 2011
Dean Witter Trust Company December 1995 - July 1996
Smith Barney November 1993 - December 1995
Bank of New York / Irving Trust Company January 1982 - December 1993
Skills
SDLC, Fixed Income, Sybase, Finance, Equities, Trading Systems, Derivatives, Business Process..., Business Analysis, Project Management, Financial Services, Risk Management, IT Strategy, Management
Education
St. Francis College 1976 — 1980
BS, Math
AJ Maggio's Morgan Stanley Smith Barney Experience March 2010 - November 2011
Job VP Fixed Income Sales & Trading at Southwest Securities
Industry Financial Services
Experience
Regional Broker Dealer November 2011 - Present
Morgan Stanley Smith Barney March 2010 - November 2011
BondDesk Group LLC February 2009 - March 2010
Bank of America May 2005 - February 2009
Citigroup January 2004 - May 2005
Skills
Trading, Fixed Income, Hedge Funds, Bonds, Financial Modeling, Series 7, Derivatives, Sales, Series 63, Capital Markets, Options, Securities, Investments, Bloomberg, Mutual Funds, Credit, Financial Analysis, Financial Services, Financial Markets, Portfolio Management, Asset Management, Alternative Investments, Investment Banking, Equities, Wealth Management, Electronic Trading
Education
Southern Methodist University 1995 — 1999
BA, Economics
Regional Broker Dealer November 2011 - Present
Morgan Stanley Smith Barney March 2010 - November 2011
BondDesk Group LLC February 2009 - March 2010
Bank of America May 2005 - February 2009
Citigroup January 2004 - May 2005
Skills
Trading, Fixed Income, Hedge Funds, Bonds, Financial Modeling, Series 7, Derivatives, Sales, Series 63, Capital Markets, Options, Securities, Investments, Bloomberg, Mutual Funds, Credit, Financial Analysis, Financial Services, Financial Markets, Portfolio Management, Asset Management, Alternative Investments, Investment Banking, Equities, Wealth Management, Electronic Trading
Education
Southern Methodist University 1995 — 1999
BA, Economics
Steven Weidner's Morgan Stanley Smith Barney Experience January 2010 - January 2011
Job Regional Sales Manager at Leffler Energy
Industry Oil & Energy
Experience
Leffler Energy February 2015 - Present
Commonwealth of Pennsylvania February 2011 - February 2015
Morgan Stanley Smith Barney January 2010 - January 2011
Enterprise Rent-A-Car November 2004 - January 2010
Enterprise Rent-A-Car November 2004 - January 2010
Enterprise Rent-A-Car December 1999 - October 2004
Enterprise Rent-A-Car October 1997 - November 1999
Enterprise Rent-A-Car June 1992 - November 1999
Enterprise Rent-Car June 1994 - September 1997
Enterprise Rent-A-Car March 1993 - May 1994
Skills
Cross-functional Team..., Strategic Planning, Leadership, Forecasting, Strategy, Management, Customer Service, Business Process..., Marketing, Training, Start-ups, Risk Management, Sales Management, New Business Development, Team Building, Marketing Strategy, Process Improvement, Account Management
Education
Slippery Rock University 1986 — 1990
Bachelor of Science, Management
Slippery Rock University of Pennsylvania 1986 — 1990
BS, Business Management
Leffler Energy February 2015 - Present
Commonwealth of Pennsylvania February 2011 - February 2015
Morgan Stanley Smith Barney January 2010 - January 2011
Enterprise Rent-A-Car November 2004 - January 2010
Enterprise Rent-A-Car November 2004 - January 2010
Enterprise Rent-A-Car December 1999 - October 2004
Enterprise Rent-A-Car October 1997 - November 1999
Enterprise Rent-A-Car June 1992 - November 1999
Enterprise Rent-Car June 1994 - September 1997
Enterprise Rent-A-Car March 1993 - May 1994
Skills
Cross-functional Team..., Strategic Planning, Leadership, Forecasting, Strategy, Management, Customer Service, Business Process..., Marketing, Training, Start-ups, Risk Management, Sales Management, New Business Development, Team Building, Marketing Strategy, Process Improvement, Account Management
Education
Slippery Rock University 1986 — 1990
Bachelor of Science, Management
Slippery Rock University of Pennsylvania 1986 — 1990
BS, Business Management
Sylvia C. Smith's Morgan Stanley Smith Barney Experience December 1999 - May 2010
Job Registered Associate at Stifel Nicolaus & Company Incorporated
Industry Financial Services
Experience
Stifel Nicolaus & Company Incorporated October 2010 - Present
Siloam Baptist Church 2010 - Present
Morgan Stanley Smith Barney December 1999 - May 2010
Gaudenzia, INC August 1993 - December 1999
Skills
Series 63, Series 7, Securities, Fixed Income, Series 65, Uniform Combined State..., ETFs, FINRA, Microsoft Office, Mutual Funds, Series 66, Thomson One, NextGen, Reuters, Notary Public, Retirement Planning, Client Services
Education
Spring Garden College 1978 — 1980
Associate of Science (A.S.), Computer Science, 3.5
Institute of Computer Sciences 1978 — 1979
Certificate, Computer Science
Simon Gratz High 1971 — 1974
High School, Academic
Stifel Nicolaus & Company Incorporated October 2010 - Present
Siloam Baptist Church 2010 - Present
Morgan Stanley Smith Barney December 1999 - May 2010
Gaudenzia, INC August 1993 - December 1999
Skills
Series 63, Series 7, Securities, Fixed Income, Series 65, Uniform Combined State..., ETFs, FINRA, Microsoft Office, Mutual Funds, Series 66, Thomson One, NextGen, Reuters, Notary Public, Retirement Planning, Client Services
Education
Spring Garden College 1978 — 1980
Associate of Science (A.S.), Computer Science, 3.5
Institute of Computer Sciences 1978 — 1979
Certificate, Computer Science
Simon Gratz High 1971 — 1974
High School, Academic
Gary Agne's Morgan Stanley Smith Barney Experience 1982 - Present
Job Vice President
Industry Financial Services
Experience
Morgan Stanley Smith Barney 1982 - Present
Skills
Uniform Combined State..., Mergers, Fixed Income, Retirement, Strategic Financial..., Business Planning, Options, Bloomberg, Wealth, Leadership, Credit, Derivatives
Education
Southeast Missouri State University 1977 — 1981
bs, marketing
Morgan Stanley Smith Barney 1982 - Present
Skills
Uniform Combined State..., Mergers, Fixed Income, Retirement, Strategic Financial..., Business Planning, Options, Bloomberg, Wealth, Leadership, Credit, Derivatives
Education
Southeast Missouri State University 1977 — 1981
bs, marketing
Chris Schurman's Morgan Stanley Smith Barney Experience October 1999 - October 2005
Job VP Private Wealth Advisor Regions Bank
Industry Banking
Experience
Regions Financial Corporation November 2011 - Present
BMO Harris Bank June 2006 - October 2011
Morgan Stanley Smith Barney October 1999 - October 2005
Education
Southern Illinois University, Edwardsville 1992 — 1996
BS, Sociology/Finance
Regions Financial Corporation November 2011 - Present
BMO Harris Bank June 2006 - October 2011
Morgan Stanley Smith Barney October 1999 - October 2005
Education
Southern Illinois University, Edwardsville 1992 — 1996
BS, Sociology/Finance
Christina Sanborn's Morgan Stanley Smith Barney Experience June 2009 - Present
Job Client Service Associate at Morgan Stanley Smith Barney
Industry Investment Management
Experience
Morgan Stanley Smith Barney June 2009 - Present
Highland Capital Management May 2008 - June 2009
Education
Southern Methodist University 2004 — 2008
Finance, Accounting
Southern Methodist University - Cox School of Business 2004 — 2008
Finance, Accounting
Morgan Stanley Smith Barney June 2009 - Present
Highland Capital Management May 2008 - June 2009
Education
Southern Methodist University 2004 — 2008
Finance, Accounting
Southern Methodist University - Cox School of Business 2004 — 2008
Finance, Accounting
Lisa Noonan's Morgan Stanley Smith Barney Experience March 2003 - February 2011
Job Financial Advisor at Ace Financial Group, Wells Fargo Financial Network
Industry Financial Services
Experience
Ace Financial Group, Wells Fargo Financial Network February 2011 - Present
Epilepsy Pralid Inc. 2006 - Present
Morgan Stanley Smith Barney March 2003 - February 2011
M&T Bank September 1997 - January 2003
Skills
Mutual Funds, Uniform Combined State..., Wealth Management, Series 7, Series 63, Investment Management, Asset Management, Retirement Planning, Financial Advisory, Asset Allocation, Alternative Investments, Retirement, 401k, Investment Advisory, Investment Strategies, Fixed Annuities
Education
St. John Fisher College
Ace Financial Group, Wells Fargo Financial Network February 2011 - Present
Epilepsy Pralid Inc. 2006 - Present
Morgan Stanley Smith Barney March 2003 - February 2011
M&T Bank September 1997 - January 2003
Skills
Mutual Funds, Uniform Combined State..., Wealth Management, Series 7, Series 63, Investment Management, Asset Management, Retirement Planning, Financial Advisory, Asset Allocation, Alternative Investments, Retirement, 401k, Investment Advisory, Investment Strategies, Fixed Annuities
Education
St. John Fisher College
Gianna Erunse's Morgan Stanley Smith Barney Experience February 2005 - April 2008
Job Annuity Strategic Marketing
Industry Financial Services
Experience
MetLife May 2008 - Present
Morgan Stanley Smith Barney February 2005 - April 2008
OppenheimerFunds April 2000 - February 2005
Skills
Marketing Communications, Product Marketing, Integrated Marketing, Marketing Strategy, Marketing, Mutual Funds, Fixed Annuities, Retirement, Marketing Management
Education
St. Francis College 1995 — 1999
BA, International Business
MetLife May 2008 - Present
Morgan Stanley Smith Barney February 2005 - April 2008
OppenheimerFunds April 2000 - February 2005
Skills
Marketing Communications, Product Marketing, Integrated Marketing, Marketing Strategy, Marketing, Mutual Funds, Fixed Annuities, Retirement, Marketing Management
Education
St. Francis College 1995 — 1999
BA, International Business
Anthony Macaluso's Morgan Stanley Smith Barney Experience February 2010 - March 2011
Job Vice President Financial Advisor @ Capital One Investing
Industry Financial Services
Experience
Capital One Investing April 2011 - Present
Morgan Stanley Smith Barney February 2010 - March 2011
Lend-Mor Mortgage Bankers December 2008 - January 2010
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Finance, Strategic Financial...
Education
St. John's University, The Peter J. Tobin College of Business 2003 — 2008
Finance, Business
Capital One Investing April 2011 - Present
Morgan Stanley Smith Barney February 2010 - March 2011
Lend-Mor Mortgage Bankers December 2008 - January 2010
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Finance, Strategic Financial...
Education
St. John's University, The Peter J. Tobin College of Business 2003 — 2008
Finance, Business
Angie Joesting's Morgan Stanley Smith Barney Experience August 2010 - Present
Job Senior Registered Associate
Industry Financial Services
Experience
Morgan Stanley Smith Barney August 2010 - Present
Pasqua Wealth Management, P.A. August 2006 - August 2010
Education
South Dakota State University 1993 — 1997
B.S., Psychology, Mathematics
Morgan Stanley Smith Barney August 2010 - Present
Pasqua Wealth Management, P.A. August 2006 - August 2010
Education
South Dakota State University 1993 — 1997
B.S., Psychology, Mathematics
William B. Paynter's Morgan Stanley Smith Barney Experience May 1989 - Present
Job First Vice PresidentWealth Management at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 1989 - Present
The First National Bank of Akron February 1984 - October 1988
Education
St. Olaf College 1962 — 1966
BA, Economics
Morgan Stanley Smith Barney May 1989 - Present
The First National Bank of Akron February 1984 - October 1988
Education
St. Olaf College 1962 — 1966
BA, Economics
Kelly Brett's Morgan Stanley Smith Barney Experience July 2007 - July 2009
Job Designer & CEO at Vivienne Kelly
Industry Apparel & Fashion
Experience
Vivienne Kelly 2011 - Present
Polo Ralph Lauren June 2010 - February 2012
Morgan Stanley Smith Barney July 2007 - July 2009
Skills
Asset Allocation, Financial Modeling, Financial Analysis, Bloomberg, Retail, Investment Banking, Microsoft Excel, PowerPoint, Research, Marketing, Strategic Planning, Business Development, Management, Microsoft Office, Microsoft Word
Education
Parsons School of Art + Design 2009 — 2010
Fashion and Design Management
Spelman College 2003 — 2007
BA, Economics
Vivienne Kelly 2011 - Present
Polo Ralph Lauren June 2010 - February 2012
Morgan Stanley Smith Barney July 2007 - July 2009
Skills
Asset Allocation, Financial Modeling, Financial Analysis, Bloomberg, Retail, Investment Banking, Microsoft Excel, PowerPoint, Research, Marketing, Strategic Planning, Business Development, Management, Microsoft Office, Microsoft Word
Education
Parsons School of Art + Design 2009 — 2010
Fashion and Design Management
Spelman College 2003 — 2007
BA, Economics
Grindell Wendy's Morgan Stanley Smith Barney Experience 2005 - Present
Job Client Service Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2005 - Present
Michael Baker Corporation May 2000 - June 2004
Duquesne Light Company August 1992 - November 1999
Education
St. Francis University 1987 — 1990
Masters, Human Resources
University of Pittsburgh 1970 — 1974
BA, Social Work
Morgan Stanley Smith Barney 2005 - Present
Michael Baker Corporation May 2000 - June 2004
Duquesne Light Company August 1992 - November 1999
Education
St. Francis University 1987 — 1990
Masters, Human Resources
University of Pittsburgh 1970 — 1974
BA, Social Work
Gary Sarkissian, CFA's Morgan Stanley Smith Barney Experience July 2007 - May 2011
Job
Industry Financial Services
Experience
Ned Davis Research, Inc. May 2011 - January 2014
Morgan Stanley Smith Barney July 2007 - May 2011
E*TRADE Financial November 2006 - July 2007
Premier Mortgage Funding September 2005 - October 2006
Skills
Equities, Investments, Financial Markets, Asset Allocation, Fixed Income, Financial Modeling, Investment Strategies, Wealth Management, Market Research, Finance, Options, Strategy, Portfolio Management, Trading, Series 7, Financial Services
Education
University of South Florida - College of Business Administration 2000 — 2002
BS
St. Petersburg College 1999 — 2000
AA
Ned Davis Research, Inc. May 2011 - January 2014
Morgan Stanley Smith Barney July 2007 - May 2011
E*TRADE Financial November 2006 - July 2007
Premier Mortgage Funding September 2005 - October 2006
Skills
Equities, Investments, Financial Markets, Asset Allocation, Fixed Income, Financial Modeling, Investment Strategies, Wealth Management, Market Research, Finance, Options, Strategy, Portfolio Management, Trading, Series 7, Financial Services
Education
University of South Florida - College of Business Administration 2000 — 2002
BS
St. Petersburg College 1999 — 2000
AA
Torchianna Franklin's Morgan Stanley Smith Barney Experience April 2011 - August 2011
Job Consultant at Deloitte Consulting
Industry Accounting
Experience
Deloitte Consulting September 2012 - Present
Morgan Stanley Smith Barney April 2011 - August 2011
Fults Commercial L.L.C April 2009 - September 2009
Skills
Spanish, Financial Analysis, Financial Modeling, Finance, Accounting, Microsoft Office, Management Consulting
Education
Southern Methodist University 2007 — 2012
Cox School of Business Master, Accounting
Southern Methodist University - Cox School of Business 2007 — 2011
BBA, Finance
University of Barcelona
Deloitte Consulting September 2012 - Present
Morgan Stanley Smith Barney April 2011 - August 2011
Fults Commercial L.L.C April 2009 - September 2009
Skills
Spanish, Financial Analysis, Financial Modeling, Finance, Accounting, Microsoft Office, Management Consulting
Education
Southern Methodist University 2007 — 2012
Cox School of Business Master, Accounting
Southern Methodist University - Cox School of Business 2007 — 2011
BBA, Finance
University of Barcelona
Jeff Eitel's Morgan Stanley Smith Barney Experience 2005 - 2007
Job Loan Officer
Industry Banking
Experience
Abimortgage Inc. 2008 - 2009
Morgan Stanley Smith Barney 2005 - 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Negotiation, Customer Service, Budgets, Marketing Strategy, Change Management, Business Strategy, Sales Management
Education
Southern Illinois University, Carbondale 1995 — 1998
Bachelor of Arts (BA), Economics
Abimortgage Inc. 2008 - 2009
Morgan Stanley Smith Barney 2005 - 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Negotiation, Customer Service, Budgets, Marketing Strategy, Change Management, Business Strategy, Sales Management
Education
Southern Illinois University, Carbondale 1995 — 1998
Bachelor of Arts (BA), Economics
john scarabino's Morgan Stanley Smith Barney Experience 2002 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2002 - 2012
Skills
Retirement Planning
Education
St. Francis College 1974 — 1975
Bishop Ford High School 1970 — 1974
Morgan Stanley Smith Barney 2002 - 2012
Skills
Retirement Planning
Education
St. Francis College 1974 — 1975
Bishop Ford High School 1970 — 1974
Susan Thoresen's Morgan Stanley Smith Barney Experience August 1990 - Present
Job Vice President, Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney August 1990 - Present
Continental Cablevision January 1981 - December 1992
Portsmouth, NH April 1977 - August 1990
Skills
University of Iowa -..., Treasurer, Women's Fund...
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 1966 — 1967
Master of Public Administration (M.P.A.), public adminisgtration
Smith College 1962 — 1966
Bachelor of Arts (B.A.), Political Science and Government
Morgan Stanley Smith Barney August 1990 - Present
Continental Cablevision January 1981 - December 1992
Portsmouth, NH April 1977 - August 1990
Skills
University of Iowa -..., Treasurer, Women's Fund...
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 1966 — 1967
Master of Public Administration (M.P.A.), public adminisgtration
Smith College 1962 — 1966
Bachelor of Arts (B.A.), Political Science and Government
ROBERT CREGAN's Morgan Stanley Smith Barney Experience February 2006 - Present
Job DIRECTOR at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 2006 - Present
Goldman Sachs October 1999 - January 2006
Education
St. John's University 1986 — 1990
Bachelor's degree, Accounting and Finance
Morgan Stanley Smith Barney February 2006 - Present
Goldman Sachs October 1999 - January 2006
Education
St. John's University 1986 — 1990
Bachelor's degree, Accounting and Finance
Sam Buchholz's Morgan Stanley Smith Barney Experience May 2012 - August 2012
Job Student at Southern Methodist University
Industry Logistics and Supply Chain
Experience
Buckley Oil Company January 2014 - September 2014
Who's My Tutor January 2013 - May 2013
Morgan Stanley Smith Barney May 2012 - August 2012
Southwest Securities May 2009 - August 2011
Maple Etanol S.R.L. May 2011 - June 2011
Skills
Logistics, Customer Service, Microsoft Office, C++, Java, C, HTML, Research, Social Media, Public Speaking, Teamwork
Education
Southern Methodist University 2014 — 2016
Bachelor’s Degree, Economics with Financial Applications
Vanderbilt University 2010 — 2013
Mechanical Engineering
Buckley Oil Company January 2014 - September 2014
Who's My Tutor January 2013 - May 2013
Morgan Stanley Smith Barney May 2012 - August 2012
Southwest Securities May 2009 - August 2011
Maple Etanol S.R.L. May 2011 - June 2011
Skills
Logistics, Customer Service, Microsoft Office, C++, Java, C, HTML, Research, Social Media, Public Speaking, Teamwork
Education
Southern Methodist University 2014 — 2016
Bachelor’s Degree, Economics with Financial Applications
Vanderbilt University 2010 — 2013
Mechanical Engineering
Patrick Cumiskey's Morgan Stanley Smith Barney Experience October 1987 - October 1997
Job Business Analyst /Project Manager/System Analyst Financial Securities Industry
Industry Information Technology and Services
Experience
BNY Mellon November 2012 - October 2014
Bank of New York Mellon 1997 - 2012
Morgan Stanley Smith Barney October 1987 - October 1997
Skills
Business Analysis, Project Management, Systems Analysis, Software Development, Data Analysis, Requirements Analysis, MS Project, Process Improvement, IT Strategy, Analysis, Business Process, Business Process..., Requirements Gathering, Testing, Project Delivery, Software Documentation, SDLC, Business Development, Business Intelligence, Financial Analysis, Cross-functional Team..., DB2, Financial Services, IT Management, Microsoft Project, Program Management, SQL
Education
Saint John's University - Peter J. Tobin College of Business 1977 — 1981
Bachelor of Science (BS), Accounting
BNY Mellon November 2012 - October 2014
Bank of New York Mellon 1997 - 2012
Morgan Stanley Smith Barney October 1987 - October 1997
Skills
Business Analysis, Project Management, Systems Analysis, Software Development, Data Analysis, Requirements Analysis, MS Project, Process Improvement, IT Strategy, Analysis, Business Process, Business Process..., Requirements Gathering, Testing, Project Delivery, Software Documentation, SDLC, Business Development, Business Intelligence, Financial Analysis, Cross-functional Team..., DB2, Financial Services, IT Management, Microsoft Project, Program Management, SQL
Education
Saint John's University - Peter J. Tobin College of Business 1977 — 1981
Bachelor of Science (BS), Accounting
Emily Yue's Morgan Stanley Smith Barney Experience Vice PresidentMorgan Stanley2014 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney Vice PresidentMorgan Stanley2014 - Present
Education
St. John's University
Master of Business Administration (MBA), Accounting and Finance
Morgan Stanley Smith Barney Vice PresidentMorgan Stanley2014 - Present
Education
St. John's University
Master of Business Administration (MBA), Accounting and Finance
Kristin (Vesia) Prentice's Morgan Stanley Smith Barney Experience April 2006 - August 2009
Job Senior Registered Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2014 - Present
Wells Fargo Advisors, LLC December 2012 - September 2014
Wells Fargo Advisors, LLC August 2009 - December 2012
Morgan Stanley Smith Barney April 2006 - August 2009
Skills
Retirement Planning, 401k, Financial Services, Asset Allocation, Wealth Management..., Equities, Retirement, Financial Advisory, 401k Rollovers, Mutual Funds, Securities
Education
George Mason University - School of Management
Bachelor of Science (B.S.), Finance, General
St. John's University
Actuarial Science
Wells Fargo Advisors September 2014 - Present
Wells Fargo Advisors, LLC December 2012 - September 2014
Wells Fargo Advisors, LLC August 2009 - December 2012
Morgan Stanley Smith Barney April 2006 - August 2009
Skills
Retirement Planning, 401k, Financial Services, Asset Allocation, Wealth Management..., Equities, Retirement, Financial Advisory, 401k Rollovers, Mutual Funds, Securities
Education
George Mason University - School of Management
Bachelor of Science (B.S.), Finance, General
St. John's University
Actuarial Science
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.