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
Robert Holley Robert Holley's Morgan Stanley Smith Barney Experience July 2001 - July 2003
Job Portfolio Manager & Director of Portfolio Operations at Illinois State Treasurer
Industry Investment Management
Experience
Illinois State Treasurer August 2015 - Present
Natural Resource Recovery LLC May 2014 - February 2015
Citigroup Global Markets, Inc May 2007 - April 2014
Citigroup Global Markets, Inc August 2003 - May 2007
Morgan Stanley Smith Barney July 2001 - July 2003
Morgan Stanley Smith Barney June 2000 - September 2000
IBD - Financial Institutions Group March 2000 - June 2000
US House of Representatives March 2000 - June 2000
Skills
Fixed Income, Hedge Funds, Financial Modeling, Trading, Investments, Asset Managment, Prime Brokerage, Equity Research, Finance, Business Development, Analysis, Budgets, Equities, Financial Analysis, Valuation, Investment Banking, Strategic Planning, Corporate Finance, CRM, Strategy, Business Strategy, Capital Markets, Series 7, Bloomberg, Relationship Management, Private Equity
Education
Stanford University 1997 — 2001
B.A., Public Policy
Stanford University 1997 — 2001
A.B, Public Policy
Illinois State Treasurer August 2015 - Present
Natural Resource Recovery LLC May 2014 - February 2015
Citigroup Global Markets, Inc May 2007 - April 2014
Citigroup Global Markets, Inc August 2003 - May 2007
Morgan Stanley Smith Barney July 2001 - July 2003
Morgan Stanley Smith Barney June 2000 - September 2000
IBD - Financial Institutions Group March 2000 - June 2000
US House of Representatives March 2000 - June 2000
Skills
Fixed Income, Hedge Funds, Financial Modeling, Trading, Investments, Asset Managment, Prime Brokerage, Equity Research, Finance, Business Development, Analysis, Budgets, Equities, Financial Analysis, Valuation, Investment Banking, Strategic Planning, Corporate Finance, CRM, Strategy, Business Strategy, Capital Markets, Series 7, Bloomberg, Relationship Management, Private Equity
Education
Stanford University 1997 — 2001
B.A., Public Policy
Stanford University 1997 — 2001
A.B, Public Policy
Caroline Pham's Morgan Stanley Smith Barney Experience August 2011 - February 2012
Job Associate at Fisher & Phillips
Industry Law Practice
Experience
Fisher & Phillips LLP September 2015 - Present
Gonzalez Saggio & Harlan LLP May 2014 - July 2014
Lowe & Associates PC June 2013 - September 2013
Orange County Superior Court February 2012 - May 2012
Morgan Stanley Smith Barney August 2011 - February 2012
Warner Bros. Records January 2010 - March 2010
Merrill Lynch July 2009 - September 2009
Merrill Lynch June 2008 - September 2008
Abercrombie & Fitch June 2008 - September 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Outlook, Legal Research, Legal Writing, English, Westlaw, Marketing, Facebook, Leadership, Social Media Marketing
Education
UCLA School of Law 2012 — 2015
Doctor of Law (JD), Business Law & Policy Specialization
Stanford Graduate School of Business 2011 — 2011
Summer Institute for General Management
University of California, Los Angeles 2007 — 2011
B.A., Mass Communications, Political Science
Fisher & Phillips LLP September 2015 - Present
Gonzalez Saggio & Harlan LLP May 2014 - July 2014
Lowe & Associates PC June 2013 - September 2013
Orange County Superior Court February 2012 - May 2012
Morgan Stanley Smith Barney August 2011 - February 2012
Warner Bros. Records January 2010 - March 2010
Merrill Lynch July 2009 - September 2009
Merrill Lynch June 2008 - September 2008
Abercrombie & Fitch June 2008 - September 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Outlook, Legal Research, Legal Writing, English, Westlaw, Marketing, Facebook, Leadership, Social Media Marketing
Education
UCLA School of Law 2012 — 2015
Doctor of Law (JD), Business Law & Policy Specialization
Stanford Graduate School of Business 2011 — 2011
Summer Institute for General Management
University of California, Los Angeles 2007 — 2011
B.A., Mass Communications, Political Science
Suzanne LaTour Suzanne LaTour's Morgan Stanley Smith Barney Experience April 1993 - May 2009
Job CFP, CIMA First Vice President Wealth Mgt at Merrill Lynch
Industry Financial Services
Experience
GolfTEC June 2010 - Present
Merrill Lynch May 2009 - Present
Morgan Stanley Smith Barney April 1993 - May 2009
Skills
Strategic Financial..., Estate Planning, Retirement Planning, Investments, Series 7, Wealth Management, Investment Strategies, Financial Advisory, Investment Management, Financial Services, Series 63, Asset Allocation, Investment Advisory, Alternative Investments, Retirement, Certified Financial..., Wealth Accumulation, Philanthropy, Wealth, Leadership
Education
LEAD SAN DIEGO
State University of New York - System
BS
University of Pennsylvania - The Wharton School
CIMA, Professional Certificate: Certified Investment Management Analyst
GolfTEC June 2010 - Present
Merrill Lynch May 2009 - Present
Morgan Stanley Smith Barney April 1993 - May 2009
Skills
Strategic Financial..., Estate Planning, Retirement Planning, Investments, Series 7, Wealth Management, Investment Strategies, Financial Advisory, Investment Management, Financial Services, Series 63, Asset Allocation, Investment Advisory, Alternative Investments, Retirement, Certified Financial..., Wealth Accumulation, Philanthropy, Wealth, Leadership
Education
LEAD SAN DIEGO
State University of New York - System
BS
University of Pennsylvania - The Wharton School
CIMA, Professional Certificate: Certified Investment Management Analyst
Valerie Velasco Valerie Velasco's Morgan Stanley Smith Barney Experience January 2011 - July 2012
Job Business Manager at Morgan Stanley Technology
Industry Financial Services
Experience
Morgan Stanley July 2012 - Present
Morgan Stanley Smith Barney January 2011 - July 2012
Morgan Stanley Smith Barney March 2010 - December 2010
Citi July 2008 - March 2010
Citi June 2007 - August 2007
Rose Communications May 2006 - August 2006
Dunwell Capital LLC March 2005 - August 2005
Skills
Data Analysis, Analysis, Program Management, Project Management, P&L Financial Management, Risk Management, Financial Reporting, Resource Management, Microsoft Excel, PowerPoint, Budgets, Business Process..., Relationship Management, People Skills, Metric Development, Internal Communications, Forecasting, IT Project Lifecycle
Education
Stevens Institute of Technology 2003 — 2008
2008Bachelor of Science, Business and Technology
Stevens Institute of Technology 2005 — 2006
Graduate Certificate, Professional Communications
Morgan Stanley July 2012 - Present
Morgan Stanley Smith Barney January 2011 - July 2012
Morgan Stanley Smith Barney March 2010 - December 2010
Citi July 2008 - March 2010
Citi June 2007 - August 2007
Rose Communications May 2006 - August 2006
Dunwell Capital LLC March 2005 - August 2005
Skills
Data Analysis, Analysis, Program Management, Project Management, P&L Financial Management, Risk Management, Financial Reporting, Resource Management, Microsoft Excel, PowerPoint, Budgets, Business Process..., Relationship Management, People Skills, Metric Development, Internal Communications, Forecasting, IT Project Lifecycle
Education
Stevens Institute of Technology 2003 — 2008
2008Bachelor of Science, Business and Technology
Stevens Institute of Technology 2005 — 2006
Graduate Certificate, Professional Communications
Jason Stewart, CIMA Jason Stewart, CIMA's Morgan Stanley Smith Barney Experience January 2010 - April 2012
Job Vice President, Regional Director at Chartwell Investment Partners
Industry Financial Services
Experience
Chartwell Investment Partners 2012 - Present
Breathe California Golden Gate Public Health Partnership February 2011 - Present
Morgan Stanley Smith Barney January 2010 - April 2012
Smith Barney 2000 - 2009
Smith Barney November 1998 - November 2000
Smith Barney June 1997 - November 1998
Wells Fargo Bank April 1995 - June 1997
State Street Bank January 1994 - April 1995
Skills
Separately Managed..., Series 7, Asset Allocation, Alternative Investments, Wealth Management, Asset Managment, Investment Advisory, Mutual Funds, Investments, Series 63, Series 65, Portfolio Management, Equities, Investment Strategies, Hedge Funds, Investment Management, Financial Analysis, Asset Management
Education
Stanford University 1989 — 1993
BA, Economics
Redwood High School 1985 — 1989
Chartwell Investment Partners 2012 - Present
Breathe California Golden Gate Public Health Partnership February 2011 - Present
Morgan Stanley Smith Barney January 2010 - April 2012
Smith Barney 2000 - 2009
Smith Barney November 1998 - November 2000
Smith Barney June 1997 - November 1998
Wells Fargo Bank April 1995 - June 1997
State Street Bank January 1994 - April 1995
Skills
Separately Managed..., Series 7, Asset Allocation, Alternative Investments, Wealth Management, Asset Managment, Investment Advisory, Mutual Funds, Investments, Series 63, Series 65, Portfolio Management, Equities, Investment Strategies, Hedge Funds, Investment Management, Financial Analysis, Asset Management
Education
Stanford University 1989 — 1993
BA, Economics
Redwood High School 1985 — 1989
Melody K. Clark's Morgan Stanley Smith Barney Experience 2005 - 2006
Job JPMorgan Private Bank
Industry Financial Services
Experience
JPMorgan Private Bank August 2011 - Present
Wells Fargo Advisors Private Client Group April 2007 - July 2010
SunTrust Investment Services 2006 - 2006
Morgan Stanley Smith Barney 2005 - 2006
Winn Residential Properties November 2003 - November 2004
RBC Wealth Management May 2002 - August 2003
Skills
Series 7, Financial Modeling, Investments, Asset Management, Economics, Finance, Portfolio Management, Equities, Analysis
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2010 — 2011
Italian and Spanish Language Study
Stephen F. Austin State University 1998 — 2002
Bachelor of Business Administration, Finance
JPMorgan Private Bank August 2011 - Present
Wells Fargo Advisors Private Client Group April 2007 - July 2010
SunTrust Investment Services 2006 - 2006
Morgan Stanley Smith Barney 2005 - 2006
Winn Residential Properties November 2003 - November 2004
RBC Wealth Management May 2002 - August 2003
Skills
Series 7, Financial Modeling, Investments, Asset Management, Economics, Finance, Portfolio Management, Equities, Analysis
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2010 — 2011
Italian and Spanish Language Study
Stephen F. Austin State University 1998 — 2002
Bachelor of Business Administration, Finance
Yasmin Khan, MBA Yasmin Khan, MBA's Morgan Stanley Smith Barney Experience May 2004 - May 2006
Job Assistant Manager, Audit Supportat CDR Associates, Affiliated Computer Services, Inc. A Xerox Company
Industry Hospital & Health Care
Experience
CDR Associates, Affiliated Computer Services, Inc. A Xerox Company July 2013 - Present
CDR Associates May 2010 - June 2013
CDR Associates, Affiliated Computer Services, Inc. A Xerox Company September 2006 - April 2010
Morgan Stanley Smith Barney May 2004 - May 2006
Skills
Business Development, Financial Analysis, Microsoft Office, PowerPoint, Program Management, Project Management, Strategic Planning
Education
University of Baltimore 2010 — 2013
Master of Business Administration (M.B.A.), Leadership/Project Management
Stevenson University 2002 — 2006
Bachelor's Degree, Business Administration
CDR Associates, Affiliated Computer Services, Inc. A Xerox Company July 2013 - Present
CDR Associates May 2010 - June 2013
CDR Associates, Affiliated Computer Services, Inc. A Xerox Company September 2006 - April 2010
Morgan Stanley Smith Barney May 2004 - May 2006
Skills
Business Development, Financial Analysis, Microsoft Office, PowerPoint, Program Management, Project Management, Strategic Planning
Education
University of Baltimore 2010 — 2013
Master of Business Administration (M.B.A.), Leadership/Project Management
Stevenson University 2002 — 2006
Bachelor's Degree, Business Administration
Samantha (Mackie) Chase Samantha (Mackie) Chase's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Communications Associate
Industry Nonprofit Organization Management
Experience
The Commonwealth Fund July 2014 - Present
The Commonwealth Fund September 2013 - July 2014
Rebuilding Together Dutchess August 2011 - July 2013
College Communications and Publications at Geneseo September 2010 - August 2011
The Ghana Project September 2008 - November 2010
Congressman Scott Murphy June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Starr Library September 2005 - August 2008
Skills
Volunteer Training, Social Media, Community Outreach, Website Development, Volunteer Recruiting, Volunteer Management, Editing, Program Development, Volunteering, Non-profits, Community Organizing, Community Development, Fundraising, Philanthropy, Community Engagement, Community Service, Media Relations, Social Services, Nonprofits, Research, Event Planning, Event Management, International Relations, Leadership, Newsletters, Press Releases
Education
State University of New York College at Geneseo 2007 — 2011
B.A., International Relations: Developing World
Baruch College, City University of New York (CUNY) 2015 — 2017
Master of Public Administration (M.P.A.), Nonprofit Management
Rhinebeck High School 2003 — 2007
The Commonwealth Fund July 2014 - Present
The Commonwealth Fund September 2013 - July 2014
Rebuilding Together Dutchess August 2011 - July 2013
College Communications and Publications at Geneseo September 2010 - August 2011
The Ghana Project September 2008 - November 2010
Congressman Scott Murphy June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Starr Library September 2005 - August 2008
Skills
Volunteer Training, Social Media, Community Outreach, Website Development, Volunteer Recruiting, Volunteer Management, Editing, Program Development, Volunteering, Non-profits, Community Organizing, Community Development, Fundraising, Philanthropy, Community Engagement, Community Service, Media Relations, Social Services, Nonprofits, Research, Event Planning, Event Management, International Relations, Leadership, Newsletters, Press Releases
Education
State University of New York College at Geneseo 2007 — 2011
B.A., International Relations: Developing World
Baruch College, City University of New York (CUNY) 2015 — 2017
Master of Public Administration (M.P.A.), Nonprofit Management
Rhinebeck High School 2003 — 2007
Sean Knipe Sean Knipe's Morgan Stanley Smith Barney Experience June 2009 - September 2010
Job Senior Vice President at TriNet Ambrose
Industry Financial Services
Experience
TriNet Ambrose July 2013 - Present
Ambrose Employer Group, LLC January 2013 - July 2013
Merrill Lynch September 2010 - August 2012
Morgan Stanley Smith Barney June 2009 - September 2010
Citi Smith Barney October 2008 - June 2009
2008 March 2008 - September 2008
UPS March 2005 - March 2008
Skills
Bloomberg Terminal, Word, Excel, Sales Process, Customer Relations, Customer Service, Customer Satisfaction, Equities, Reuters, Securities, Management, Investments, Portfolio Management, Hedge Funds, Finance, Leadership, Asset Management, Sales, Fixed Income, Employee Benefits, Marketing, Microsoft Word, Microsoft Excel
Education
STATE UNIVERSITY OF NEW YORK COLLEGE 2000 — 2004
Bachelor of Arts, Psychology
State University of New York College at Cortland 2000 — 2004
BA, Psychology
Oswego High 1996 — 2000
TriNet Ambrose July 2013 - Present
Ambrose Employer Group, LLC January 2013 - July 2013
Merrill Lynch September 2010 - August 2012
Morgan Stanley Smith Barney June 2009 - September 2010
Citi Smith Barney October 2008 - June 2009
2008 March 2008 - September 2008
UPS March 2005 - March 2008
Skills
Bloomberg Terminal, Word, Excel, Sales Process, Customer Relations, Customer Service, Customer Satisfaction, Equities, Reuters, Securities, Management, Investments, Portfolio Management, Hedge Funds, Finance, Leadership, Asset Management, Sales, Fixed Income, Employee Benefits, Marketing, Microsoft Word, Microsoft Excel
Education
STATE UNIVERSITY OF NEW YORK COLLEGE 2000 — 2004
Bachelor of Arts, Psychology
State University of New York College at Cortland 2000 — 2004
BA, Psychology
Oswego High 1996 — 2000
Joseph Spanfelner Joseph Spanfelner's Morgan Stanley Smith Barney Experience October 2000 - November 2009
Job Financial Advisor, Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2010 - Present
Morgan Stanley Smith Barney October 2000 - November 2009
Education
SUNY Oswego 1981 — 1985
Bachelor of Science (B.S.)
Ameriprise Financial Services, Inc. November 2010 - Present
Morgan Stanley Smith Barney October 2000 - November 2009
Education
SUNY Oswego 1981 — 1985
Bachelor of Science (B.S.)
Jeff Bullock Jeff Bullock's Morgan Stanley Smith Barney Experience September 2009 - June 2010
Job Advisor, Consultant and Team Builder at NFX Guild, NES Financial & Kleiner Perkins
Industry Financial Services
Experience
NFX Guild, NES Financial, Kleiner Perkins March 2015 - Present
Seiler LLP 2011 - February 2015
Starwood Waypoint Real Estate Group August 2010 - July 2011
MORGAN STANLEY SMITH BARNEY September 2009 - June 2010
HEWITT ENNIS KNUPP December 2008 - September 2009
CITIGROUP March 2006 - September 2008
CONSULTANT June 2004 - April 2006
FRANCISCO PARTNERS October 2000 - June 2004
BANK OF AMERICA September 1998 - September 2000
ERNST & YOUNG LLP September 1995 - September 1998
Skills
Private Equity, Investments, Due Diligence, Venture Capital, Alternative Investments, Asset Managment, Financial Reporting, Start-ups, SEC filings, Mergers, Entrepreneurship, Business Strategy, Financial Modeling, Mergers & Acquisitions, Valuation, Finance, Asset Management
Education
Stanford University 2004 — 2005
Masters of Science in Computer Science, Computer Science, N/A
University of Illinois at Urbana-Champaign 1989 — 1991
MBA, Accounting and Finance
University of Illinois at Chicago 1986 — 1989
BS, Accounting and Finance
NFX Guild, NES Financial, Kleiner Perkins March 2015 - Present
Seiler LLP 2011 - February 2015
Starwood Waypoint Real Estate Group August 2010 - July 2011
MORGAN STANLEY SMITH BARNEY September 2009 - June 2010
HEWITT ENNIS KNUPP December 2008 - September 2009
CITIGROUP March 2006 - September 2008
CONSULTANT June 2004 - April 2006
FRANCISCO PARTNERS October 2000 - June 2004
BANK OF AMERICA September 1998 - September 2000
ERNST & YOUNG LLP September 1995 - September 1998
Skills
Private Equity, Investments, Due Diligence, Venture Capital, Alternative Investments, Asset Managment, Financial Reporting, Start-ups, SEC filings, Mergers, Entrepreneurship, Business Strategy, Financial Modeling, Mergers & Acquisitions, Valuation, Finance, Asset Management
Education
Stanford University 2004 — 2005
Masters of Science in Computer Science, Computer Science, N/A
University of Illinois at Urbana-Champaign 1989 — 1991
MBA, Accounting and Finance
University of Illinois at Chicago 1986 — 1989
BS, Accounting and Finance
Jake Marcus Jake Marcus's Morgan Stanley Smith Barney Experience December 2011 - May 2012
Job JD/MBA Candidate at University of Miami
Industry Financial Services
Experience
Team Intestinal Fortitude November 2010 - Present
MetroWest Legal Services May 2015 - August 2015
Boston Housing Court May 2014 - August 2014
Brown Brothers Harriman June 2012 - July 2013
Morgan Stanley Smith Barney December 2011 - May 2012
Permal Asset Management September 2011 - December 2011
VizLingo LLC May 2011 - August 2011
Marcus, Errico, Emmer & Brooks May 2005 - 2011
Yarmouth-Dennis Red Sox May 2010 - August 2010
Skills
Bloomberg, Microsoft Office, Fundraising, Mutual Funds, Securities, Financial Reporting, Microsoft Excel, Finance, Investments, Portfolio Management, Private Equity, Financial Analysis, Financial Services, Alternative Investments, Real Estate, Asset Management, Bloomberg Terminal, Equities, Valuation
Education
University of Miami 2013 — 2017
JD/MBA Candidate
Stonehill College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, Economics
Fordham University 2011 — 2011
Finance
James Cook University 2010 — 2010
Oliver Ames High School
Team Intestinal Fortitude November 2010 - Present
MetroWest Legal Services May 2015 - August 2015
Boston Housing Court May 2014 - August 2014
Brown Brothers Harriman June 2012 - July 2013
Morgan Stanley Smith Barney December 2011 - May 2012
Permal Asset Management September 2011 - December 2011
VizLingo LLC May 2011 - August 2011
Marcus, Errico, Emmer & Brooks May 2005 - 2011
Yarmouth-Dennis Red Sox May 2010 - August 2010
Skills
Bloomberg, Microsoft Office, Fundraising, Mutual Funds, Securities, Financial Reporting, Microsoft Excel, Finance, Investments, Portfolio Management, Private Equity, Financial Analysis, Financial Services, Alternative Investments, Real Estate, Asset Management, Bloomberg Terminal, Equities, Valuation
Education
University of Miami 2013 — 2017
JD/MBA Candidate
Stonehill College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, Economics
Fordham University 2011 — 2011
Finance
James Cook University 2010 — 2010
Oliver Ames High School
Jonathan Hale's Morgan Stanley Smith Barney Experience April 2011 - June 2011
Job Analyst at Citigroup
Industry Financial Services
Experience
Citi June 2013 - June 2015
Citi June 2012 - August 2012
Nantahala Capital Management June 2011 - September 2011
Morgan Stanley Smith Barney April 2011 - June 2011
Skills
Data Analysis, Financial Modeling, Investments, Microsoft Excel, Financial Analysis, Valuation, Business Development, Economics, Corporate Finance, Investment Banking, Equities, PowerPoint, Microsoft Office, Research
Education
Stanford University 2009 — 2013
BS, Math/Economics
Citi June 2013 - June 2015
Citi June 2012 - August 2012
Nantahala Capital Management June 2011 - September 2011
Morgan Stanley Smith Barney April 2011 - June 2011
Skills
Data Analysis, Financial Modeling, Investments, Microsoft Excel, Financial Analysis, Valuation, Business Development, Economics, Corporate Finance, Investment Banking, Equities, PowerPoint, Microsoft Office, Research
Education
Stanford University 2009 — 2013
BS, Math/Economics
Christopher Lauro Christopher Lauro's Morgan Stanley Smith Barney Experience May 2007 - May 2010
Job Sales ManagerRegional Teams at Legg Mason
Industry Financial Services
Experience
Legg Mason July 2013 - March 2015
Legg Mason July 2010 - July 2013
Morgan Stanley Smith Barney May 2007 - May 2010
Morgan Stanley March 2005 - May 2007
Skills
Economics, Uniform Combined State..., Series 24, ETFs, Alternative Investments, FINRA, Mutual Funds, Asset Allocation, Series 6, Separately Managed..., Wealth Management, Fixed Income, Investment Advisory
Education
SUNY Cortland 1999 — 2004
BS, Economics
Legg Mason July 2013 - March 2015
Legg Mason July 2010 - July 2013
Morgan Stanley Smith Barney May 2007 - May 2010
Morgan Stanley March 2005 - May 2007
Skills
Economics, Uniform Combined State..., Series 24, ETFs, Alternative Investments, FINRA, Mutual Funds, Asset Allocation, Series 6, Separately Managed..., Wealth Management, Fixed Income, Investment Advisory
Education
SUNY Cortland 1999 — 2004
BS, Economics
Jeremy Silvas's Morgan Stanley Smith Barney Experience January 2003 - January 2007
Job Market Executive at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2012 - Present
UBS Wealth Management January 2007 - February 2012
Morgan Stanley Smith Barney January 2003 - January 2007
Fidelity Investments September 1997 - January 2003
Skills
Series 7, Alternative Investments, Investment Advisory, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Series 63, Strategic Financial..., Wealth Management, Asset Allocation, Asset Management, Investment Strategies, Uniform Combined State..., Financial Advisory, Securities, Finance, Financial Planning, Retirement
Education
Stephen F. Austin State University 1992 — 1997
BBA, Economics
Merrill Lynch February 2012 - Present
UBS Wealth Management January 2007 - February 2012
Morgan Stanley Smith Barney January 2003 - January 2007
Fidelity Investments September 1997 - January 2003
Skills
Series 7, Alternative Investments, Investment Advisory, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Series 63, Strategic Financial..., Wealth Management, Asset Allocation, Asset Management, Investment Strategies, Uniform Combined State..., Financial Advisory, Securities, Finance, Financial Planning, Retirement
Education
Stephen F. Austin State University 1992 — 1997
BBA, Economics
Michael B. Murphy Michael B. Murphy's Morgan Stanley Smith Barney Experience May 2011 - Present
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2011 - Present
MB Murphygroup LLC January 2008 - October 2011
Epic Components, Inc. June 2001 - December 2007
Kentron Technologies, Inc. 1996 - 2000
RW Electronics 1993 - 1996
New England Flyers, Inc. 1989 - 1993
Education
Stonehill College 1985 — 1989
BA, Criminal Justice/Communications
Belmont High School 1981 — 1985
Morgan Stanley Smith Barney May 2011 - Present
MB Murphygroup LLC January 2008 - October 2011
Epic Components, Inc. June 2001 - December 2007
Kentron Technologies, Inc. 1996 - 2000
RW Electronics 1993 - 1996
New England Flyers, Inc. 1989 - 1993
Education
Stonehill College 1985 — 1989
BA, Criminal Justice/Communications
Belmont High School 1981 — 1985
Alan Barach Alan Barach's Morgan Stanley Smith Barney Experience January 1995 - May 2013
Job Vice PresidentFinancial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC. May 2013 - Present
Morgan Stanley Smith Barney January 1995 - May 2013
Alan M Barach CPA January 1987 - December 1994
KMG-Main Hurdman November 1984 - June 1987
Martin Home Decorating Centers July 1982 - November 1984
Skills
Financial Analysis, Retirement Planning, Capital Markets, Investments, Equities, Fixed Income, Mutual Funds, Derivatives, Alternative Investments, Loans
Education
SUNY Oneonta 1978 — 1982
Bachelor of Science (B.S.), Accounting and Business/Management
Wells Fargo Advisors, LLC. May 2013 - Present
Morgan Stanley Smith Barney January 1995 - May 2013
Alan M Barach CPA January 1987 - December 1994
KMG-Main Hurdman November 1984 - June 1987
Martin Home Decorating Centers July 1982 - November 1984
Skills
Financial Analysis, Retirement Planning, Capital Markets, Investments, Equities, Fixed Income, Mutual Funds, Derivatives, Alternative Investments, Loans
Education
SUNY Oneonta 1978 — 1982
Bachelor of Science (B.S.), Accounting and Business/Management
Theresa Campbell Thorson, CFP®, CIMA® Theresa Campbell Thorson, CFP®, CIMA®'s Morgan Stanley Smith Barney Experience June 2002 - June 2011
Job First Vice President Wealth Management, Portfolio Manager, Wealth Advisor at UBS Financial Services Inc.
Industry Investment Management
Experience
UBS Financial Services Inc. June 2011 - Present
Morgan Stanley Smith Barney June 2002 - June 2011
Bernstein Global Wealth Management May 2000 - December 2001
T. M. Campbell Co. 1992 - 2000
Arthur Andersen 1990 - 1992
Korn/Ferry International 1986 - 1990
Arthur Andersen 1982 - 1986
Education
Stanford University 1978 — 1982
BA, Economics
UBS Financial Services Inc. June 2011 - Present
Morgan Stanley Smith Barney June 2002 - June 2011
Bernstein Global Wealth Management May 2000 - December 2001
T. M. Campbell Co. 1992 - 2000
Arthur Andersen 1990 - 1992
Korn/Ferry International 1986 - 1990
Arthur Andersen 1982 - 1986
Education
Stanford University 1978 — 1982
BA, Economics
Gregory Heintz's Morgan Stanley Smith Barney Experience July 2006 - December 2010
Job VP, Head of Business Management at AIG
Industry Insurance
Experience
AIG May 2015 - Present
AIG August 2012 - April 2015
inVentiv Health January 2011 - June 2012
Morgan Stanley Smith Barney July 2006 - December 2010
Various Employers October 1995 - June 2006
Skills
IT Strategy, Program Management, Risk Management, Business Process, Management, PMO, Leadership, Portfolio Management, Governance, Strategic Planning, Operations Management, Business Process..., Business Intelligence, Business Analysis, Negotiation, Executive Management, Team Building, Project Management, Business, Finance, Project Portfolio..., Change Management, Information Technology, Vendor Management, Budgets, Managerial Finance, Financial Analysis, Financial Modeling, IT Management, SDLC, Team Leadership, Process Improvement, Cross-functional Team..., Outsourcing, Strategy, Mergers & Acquisitions, Organisational Change, Assembling High..., Onshore / Offshore..., $Multi-million Budget /...
Education
Fairleigh Dickinson University-Florham Campus 2007 — 2008
MBA
State University of New York College at Brockport 1990 — 1994
Bachelor of Science (BS)
Bayport Blue Point HS
AIG May 2015 - Present
AIG August 2012 - April 2015
inVentiv Health January 2011 - June 2012
Morgan Stanley Smith Barney July 2006 - December 2010
Various Employers October 1995 - June 2006
Skills
IT Strategy, Program Management, Risk Management, Business Process, Management, PMO, Leadership, Portfolio Management, Governance, Strategic Planning, Operations Management, Business Process..., Business Intelligence, Business Analysis, Negotiation, Executive Management, Team Building, Project Management, Business, Finance, Project Portfolio..., Change Management, Information Technology, Vendor Management, Budgets, Managerial Finance, Financial Analysis, Financial Modeling, IT Management, SDLC, Team Leadership, Process Improvement, Cross-functional Team..., Outsourcing, Strategy, Mergers & Acquisitions, Organisational Change, Assembling High..., Onshore / Offshore..., $Multi-million Budget /...
Education
Fairleigh Dickinson University-Florham Campus 2007 — 2008
MBA
State University of New York College at Brockport 1990 — 1994
Bachelor of Science (BS)
Bayport Blue Point HS
Doug Carnahan Doug Carnahan's Morgan Stanley Smith Barney Experience August 1990 - September 2010
Job Vice President at Citizens Financial Group
Industry Financial Services
Experience
Citizens Financial Group, Inc. November 2012 - Present
Wells Fargo Advisors LLC September 2010 - November 2012
Morgan Stanley Smith Barney August 1990 - September 2010
Smith Barney 1992 - 1996
Skills
Wealth Management..., Personal Financial..., Retirement Planning, Estate Planning, Lending, Insurance, Risk Management, Investment Management, Equities, Fixed Income, Separately Managed..., Mutual Funds, Variable Annuities, Fixed Annuities, Public Speaking, Series 63, Series 7, Series 65, Alternative Investments, Financial Advisory, Retirement, Portfolio Management, Financial Services, High Net Worth..., Retirement Plan..., Wealth Accumulation, Asset Management, Wealth Management, Investment Advisory
Education
State University of New York at New Paltz 1985 — 1989
Bachelor's Degree, Finance, Economics
Citizens Financial Group, Inc. November 2012 - Present
Wells Fargo Advisors LLC September 2010 - November 2012
Morgan Stanley Smith Barney August 1990 - September 2010
Smith Barney 1992 - 1996
Skills
Wealth Management..., Personal Financial..., Retirement Planning, Estate Planning, Lending, Insurance, Risk Management, Investment Management, Equities, Fixed Income, Separately Managed..., Mutual Funds, Variable Annuities, Fixed Annuities, Public Speaking, Series 63, Series 7, Series 65, Alternative Investments, Financial Advisory, Retirement, Portfolio Management, Financial Services, High Net Worth..., Retirement Plan..., Wealth Accumulation, Asset Management, Wealth Management, Investment Advisory
Education
State University of New York at New Paltz 1985 — 1989
Bachelor's Degree, Finance, Economics
Jill Marino Jill Marino's Morgan Stanley Smith Barney Experience October 1996 - July 2007
Job Registered Client Service Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. August 2012 - Present
UBS Financial Services, Inc. February 2008 - August 2012
Morgan Stanley Smith Barney October 1996 - July 2007
Hudson Valley Bank January 1995 - October 1996
Education
SUNY New Paltz
UBS Financial Services Inc. August 2012 - Present
UBS Financial Services, Inc. February 2008 - August 2012
Morgan Stanley Smith Barney October 1996 - July 2007
Hudson Valley Bank January 1995 - October 1996
Education
SUNY New Paltz
Nichole Iorgakiev Nichole Iorgakiev's Morgan Stanley Smith Barney Experience May 2009 - Present
Job Analyst at Morgan Stanley Smith Barney
Industry International Trade and Development
Experience
Morgan Stanley Smith Barney May 2009 - Present
Ford Models January 1999 - May 2006
Education
Stanford University 2006 — 2007
Master of Business Administration (M.B.A.), International Relations and Affairs
Morgan Stanley Smith Barney May 2009 - Present
Ford Models January 1999 - May 2006
Education
Stanford University 2006 — 2007
Master of Business Administration (M.B.A.), International Relations and Affairs
Nea Sum (Mary) Chin Nea Sum (Mary) Chin's Morgan Stanley Smith Barney Experience 2008 - June 2010
Job Vice President/Financial Advisor KeyCorp
Industry Financial Services
Experience
JP Morgan Securities June 2010 - January 2013
Morgan Stanley Smith Barney 2008 - June 2010
Manheim Auctions/ Finance Express 1995 - 2008
Skills
Finance, Time Management, Sales, Financial Analysis, Strategy, Customer Service, Forecasting, Marketing, Management, Sales Management, Process Improvement, Project Management, Operations Management, Business Development, Negotiation, Customer Retention, Business Analysis, Leadership, Strategic Planning, Account Management, New Business Development, Inventory Management, Team Building, Salesforce.com, Team Leadership, Customer Satisfaction, Program Management, Training, Sales Operations, Cross-functional Team...
Education
State University of New York at New Paltz
JP Morgan Securities June 2010 - January 2013
Morgan Stanley Smith Barney 2008 - June 2010
Manheim Auctions/ Finance Express 1995 - 2008
Skills
Finance, Time Management, Sales, Financial Analysis, Strategy, Customer Service, Forecasting, Marketing, Management, Sales Management, Process Improvement, Project Management, Operations Management, Business Development, Negotiation, Customer Retention, Business Analysis, Leadership, Strategic Planning, Account Management, New Business Development, Inventory Management, Team Building, Salesforce.com, Team Leadership, Customer Satisfaction, Program Management, Training, Sales Operations, Cross-functional Team...
Education
State University of New York at New Paltz
Sean Bleecker Sean Bleecker's Morgan Stanley Smith Barney Experience September 2004 - June 2006
Job Pricing Manager at The Walt Disney Company
Industry Leisure, Travel & Tourism
Experience
The Walt Disney Company November 2010 - Present
The Walt Disney Company October 2009 - November 2010
The Walt Disney Company October 2008 - October 2009
The Walt Disney Company December 2007 - October 2008
The Walt Disney Company June 2007 - December 2007
Morgan Stanley Smith Barney September 2004 - June 2006
Skills
Forecasting, Microsoft Excel, Financial Modeling, Financial Analysis, Analytics, Pricing, Finance, Competitive Analysis, Pricing Strategy, Budgets, Corporate Finance, Strategic Financial...
Education
Stetson University 2008 — 2009
MBA, Business
University of Florida 2000 — 2004
BS, Finance
The Walt Disney Company November 2010 - Present
The Walt Disney Company October 2009 - November 2010
The Walt Disney Company October 2008 - October 2009
The Walt Disney Company December 2007 - October 2008
The Walt Disney Company June 2007 - December 2007
Morgan Stanley Smith Barney September 2004 - June 2006
Skills
Forecasting, Microsoft Excel, Financial Modeling, Financial Analysis, Analytics, Pricing, Finance, Competitive Analysis, Pricing Strategy, Budgets, Corporate Finance, Strategic Financial...
Education
Stetson University 2008 — 2009
MBA, Business
University of Florida 2000 — 2004
BS, Finance
George Jr Fleeson George Jr Fleeson's Morgan Stanley Smith Barney Experience January 1994 - June 2013
Job Senior Financial Advisor at Wells Fargo Advisors Financial Network, LLC
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network, LLC, MEMBER SIPC June 2013 - Present
Morgan Stanley Smith Barney January 1994 - June 2013
Morgan Stanley Smith Barney May 1982 - June 2013
Skills
Investments, Asset Allocation, Retirement, Retirement Planning, Mutual Funds, Investment Strategies, Roth IRA
Education
Stanford University 1969 — 1973
B.A., Psychology
The Taft School 1965 — 1969
Wells Fargo Advisors Financial Network, LLC, MEMBER SIPC June 2013 - Present
Morgan Stanley Smith Barney January 1994 - June 2013
Morgan Stanley Smith Barney May 1982 - June 2013
Skills
Investments, Asset Allocation, Retirement, Retirement Planning, Mutual Funds, Investment Strategies, Roth IRA
Education
Stanford University 1969 — 1973
B.A., Psychology
The Taft School 1965 — 1969
Erik Stern Erik Stern's Morgan Stanley Smith Barney Experience January 2009 - January 2011
Job Enterprise Technology Consultant
Industry Internet
Experience
Eze Castle Integration May 2012 - Present
Gifture April 2012 - February 2013
VYou September 2011 - April 2012
Apple August 2009 - August 2011
Morgan Stanley Smith Barney January 2009 - January 2011
Skills
Mac, Mac OS X, iWork, Microsoft Office, Social Media, Social Media Marketing, Social Networking, Mac OS, Digital Marketing, Salesforce.com, iPhone, Account Management, Sales, Customer Service, Marketing, Start-ups, Entrepreneurship, Strategic Partnerships, Google Analytics, OS X, Business Development, Mobile Devices, Management, Enterprise Software, CRM
Education
SUNY Stony Brook 2006 — 2010
Bachelors of Science, Finance
Eze Castle Integration May 2012 - Present
Gifture April 2012 - February 2013
VYou September 2011 - April 2012
Apple August 2009 - August 2011
Morgan Stanley Smith Barney January 2009 - January 2011
Skills
Mac, Mac OS X, iWork, Microsoft Office, Social Media, Social Media Marketing, Social Networking, Mac OS, Digital Marketing, Salesforce.com, iPhone, Account Management, Sales, Customer Service, Marketing, Start-ups, Entrepreneurship, Strategic Partnerships, Google Analytics, OS X, Business Development, Mobile Devices, Management, Enterprise Software, CRM
Education
SUNY Stony Brook 2006 — 2010
Bachelors of Science, Finance
Kathryn Frevola's Morgan Stanley Smith Barney Experience February 2006 - November 2007
Job VP, Associate Relationship Manager ECRT
Industry Financial Services
Experience
Bank of America July 2014 - Present
Merrill Lynch November 2007 - July 2014
Morgan Stanley Smith Barney February 2006 - November 2007
Skills
Wealth Management, Retirement Planning, Asset Allocation, Microsoft Office, Customer Service, Salesforce.com, Portfolio Management, Trading, Insurance, Mutual Funds, Fixed Income, Equities, Investment Strategies, Investments, Series 7, Series 63, Securities, Alternative Investments, Asset Management, Options, Bloomberg, Credit, Finance, Private Equity, Series 65, Wealth Management..., IRAs, Bonds, Retirement, Investment Management, Fixed Annuities, 401k, Separately Managed..., High Net Worth..., 401k Rollovers, Financial Markets, Relationship Management, Variable Annuities, Life Insurance, Loans, FINRA, Hedge Funds, Strategic Financial..., ETFs, Investment Advisory, Financial Advisory, Bloomberg Terminal, Options Strategies, Private Banking, Life
Education
Webster University 2015 — 2016
Master of Business Administration (MBA)
SUNY Oneonta 2001 — 2005
BS, Business/Economics
St. Anthony's High School 1997 — 2001
Bank of America July 2014 - Present
Merrill Lynch November 2007 - July 2014
Morgan Stanley Smith Barney February 2006 - November 2007
Skills
Wealth Management, Retirement Planning, Asset Allocation, Microsoft Office, Customer Service, Salesforce.com, Portfolio Management, Trading, Insurance, Mutual Funds, Fixed Income, Equities, Investment Strategies, Investments, Series 7, Series 63, Securities, Alternative Investments, Asset Management, Options, Bloomberg, Credit, Finance, Private Equity, Series 65, Wealth Management..., IRAs, Bonds, Retirement, Investment Management, Fixed Annuities, 401k, Separately Managed..., High Net Worth..., 401k Rollovers, Financial Markets, Relationship Management, Variable Annuities, Life Insurance, Loans, FINRA, Hedge Funds, Strategic Financial..., ETFs, Investment Advisory, Financial Advisory, Bloomberg Terminal, Options Strategies, Private Banking, Life
Education
Webster University 2015 — 2016
Master of Business Administration (MBA)
SUNY Oneonta 2001 — 2005
BS, Business/Economics
St. Anthony's High School 1997 — 2001
Scott Housel, CFP®'s Morgan Stanley Smith Barney Experience July 1996 - March 2005
Job Financial Advisor / CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Raymond James August 2011 - Present
River City Auto Spa, LLC 2008 - 2012
Merrill Lynch April 2005 - August 2011
Morgan Stanley Smith Barney July 1996 - March 2005
Skills
Investment Strategies, Financial Advisory, Financial Goals, Securities, Series 7, Wealth Management, Strategic Financial..., Retirement Planning, Investments, Uniform Combined State..., 401k Rollovers, Investment Advisory, Finance, Retirement, Asset Allocation, Series 63, Estate Planning, Fixed Annuities
Education
Stetson University 1989 — 1993
BS, Exercise Science Sports Administration
Delbarton School 1987 — 1989
Raymond James August 2011 - Present
River City Auto Spa, LLC 2008 - 2012
Merrill Lynch April 2005 - August 2011
Morgan Stanley Smith Barney July 1996 - March 2005
Skills
Investment Strategies, Financial Advisory, Financial Goals, Securities, Series 7, Wealth Management, Strategic Financial..., Retirement Planning, Investments, Uniform Combined State..., 401k Rollovers, Investment Advisory, Finance, Retirement, Asset Allocation, Series 63, Estate Planning, Fixed Annuities
Education
Stetson University 1989 — 1993
BS, Exercise Science Sports Administration
Delbarton School 1987 — 1989
John Minks John Minks's Morgan Stanley Smith Barney Experience September 1987 - August 1992
Job Global Real Estate Outsourcing Expert
Industry Real Estate
Experience
Jones Lang LaSalle 1992 - Present
Morgan Stanley Smith Barney September 1987 - August 1992
Skills
Real Estate, Leases, Commercial Real Estate, Portfolio Management, Outsourcing, Corporate Real Estate, Mergers, Mergers & Acquisitions, Lease Administration, Acquisitions, Leadership, Real Estate Development, Management Consulting, Real Estate Economics, Location Intelligence, Investments, Real Estate Transactions, Disposition, Due Diligence, Executive Management, Business Development, Contract Negotiation, Tenant Representation, Strategic Financial..., Business Strategy, Property Management, Change Management, Team Leadership, Brokerage, Investment Banking, Financial Services, Public Speaking, Tenant, International Real..., Landlords, Dispositions
Education
University of California, Los Angeles - The Anderson School of Management 1978 — 1980
MBA, Finance and Accounting
Stanford University 1973 — 1977
Jones Lang LaSalle 1992 - Present
Morgan Stanley Smith Barney September 1987 - August 1992
Skills
Real Estate, Leases, Commercial Real Estate, Portfolio Management, Outsourcing, Corporate Real Estate, Mergers, Mergers & Acquisitions, Lease Administration, Acquisitions, Leadership, Real Estate Development, Management Consulting, Real Estate Economics, Location Intelligence, Investments, Real Estate Transactions, Disposition, Due Diligence, Executive Management, Business Development, Contract Negotiation, Tenant Representation, Strategic Financial..., Business Strategy, Property Management, Change Management, Team Leadership, Brokerage, Investment Banking, Financial Services, Public Speaking, Tenant, International Real..., Landlords, Dispositions
Education
University of California, Los Angeles - The Anderson School of Management 1978 — 1980
MBA, Finance and Accounting
Stanford University 1973 — 1977
Sanket M Patel, CFA Sanket M Patel, CFA's Morgan Stanley Smith Barney Experience 2003 - 2003
Job Sr Financial Analyst at Verizon
Industry Financial Services
Experience
Systemax 2013 - 2015
Systemax - Global Industrial Equipment 2011 - 2013
TheStreet.com 2006 - 2011
Halpern Capital 2004 - 2005
Morgan Stanley Smith Barney 2003 - 2003
Roche Pharmaceuticals 2002 - 2003
Verizon Communications 2001 - 2003
Skills
Data Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Financial Modeling, Operations Management, Salesforce.com, Competitive Analysis, Spreadsheets, Cold Calling, Analysis, Forecasting, Leadership, Management, Market Research, Marketing, Research, Account Management, Sales Operations, Marketing Strategy, Sales, Business Development
Education
Stevens Institute of Technology 2002 — 2004
Master of Science (M.Sc.), Telecommunications Management
Stevens Institute of Technology 2000 — 2004
Bachelor's degree, Business Administration and Management, General
Benjamin Cardozo High School 1996 — 2000
College/University Preparatory and Advanced High School/Secondary Diploma Program
Systemax 2013 - 2015
Systemax - Global Industrial Equipment 2011 - 2013
TheStreet.com 2006 - 2011
Halpern Capital 2004 - 2005
Morgan Stanley Smith Barney 2003 - 2003
Roche Pharmaceuticals 2002 - 2003
Verizon Communications 2001 - 2003
Skills
Data Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Financial Modeling, Operations Management, Salesforce.com, Competitive Analysis, Spreadsheets, Cold Calling, Analysis, Forecasting, Leadership, Management, Market Research, Marketing, Research, Account Management, Sales Operations, Marketing Strategy, Sales, Business Development
Education
Stevens Institute of Technology 2002 — 2004
Master of Science (M.Sc.), Telecommunications Management
Stevens Institute of Technology 2000 — 2004
Bachelor's degree, Business Administration and Management, General
Benjamin Cardozo High School 1996 — 2000
College/University Preparatory and Advanced High School/Secondary Diploma Program
Fran Hofrichter Fran Hofrichter's Morgan Stanley Smith Barney Experience 1991 - 1993
Job Business and System Solutions
Industry Financial Services
Experience
AXA Equitable 2004 - 2011
AXA Equitable 1996 - 2004
AXA Equitable 1993 - 1996
Morgan Stanley Smith Barney 1991 - 1993
Skills
Leadership, Management, Testing, Disaster Recovery, IT Solutions, Accountability, Systems Analysis, Software Documentation, Change Management, Project Planning, Vendor Management, Analysis, SDLC, Sarbanes-Oxley Act, Business Analysis, Business Process..., Process Improvement, IT Strategy, Business Requirements, Visio, Project Delivery, Business Process, Quality Assurance, Software Project..., IT Management, Outsourcing, Project Portfolio..., Risk Management, Project Management, Requirements Analysis, Cross-functional Team..., Strategy, PMP, Requirements Gathering, PMO, Integration, Program Management, Resource Management, User Acceptance Testing, Business Intelligence, MS Project, Enterprise Architecture, Governance, CRM, Banking, ITIL, Financial Services, Solution Architecture, Business Process Design, Data Warehousing
Education
State University of New York at Stony Brook
BA, Psychology
University of Missouri-Columbia
MBA, Management and Industrial Relations
University of Missouri-Columbia
MSPH, Health Care Administration
AXA Equitable 2004 - 2011
AXA Equitable 1996 - 2004
AXA Equitable 1993 - 1996
Morgan Stanley Smith Barney 1991 - 1993
Skills
Leadership, Management, Testing, Disaster Recovery, IT Solutions, Accountability, Systems Analysis, Software Documentation, Change Management, Project Planning, Vendor Management, Analysis, SDLC, Sarbanes-Oxley Act, Business Analysis, Business Process..., Process Improvement, IT Strategy, Business Requirements, Visio, Project Delivery, Business Process, Quality Assurance, Software Project..., IT Management, Outsourcing, Project Portfolio..., Risk Management, Project Management, Requirements Analysis, Cross-functional Team..., Strategy, PMP, Requirements Gathering, PMO, Integration, Program Management, Resource Management, User Acceptance Testing, Business Intelligence, MS Project, Enterprise Architecture, Governance, CRM, Banking, ITIL, Financial Services, Solution Architecture, Business Process Design, Data Warehousing
Education
State University of New York at Stony Brook
BA, Psychology
University of Missouri-Columbia
MBA, Management and Industrial Relations
University of Missouri-Columbia
MSPH, Health Care Administration
Anindita (Tina) Dhar, CFP(r) Anindita (Tina) Dhar, CFP(r)'s Morgan Stanley Smith Barney Experience February 1994 - August 2005
Job Owner of Dharwin Financial Services LLC
Industry Financial Services
Experience
Lincoln Financial Advisors September 2005 - Present
Morgan Stanley Smith Barney February 1994 - August 2005
American Stock Exchange 1991 - 1993
Manufacture Hanover Trust December 1989 - March 1991
Education
Stony Brook University 1982 — 1986
BS, Applied Mathematics and Statistics
Lincoln Financial Advisors September 2005 - Present
Morgan Stanley Smith Barney February 1994 - August 2005
American Stock Exchange 1991 - 1993
Manufacture Hanover Trust December 1989 - March 1991
Education
Stony Brook University 1982 — 1986
BS, Applied Mathematics and Statistics
Maxim Zeleznak Maxim Zeleznak's Morgan Stanley Smith Barney Experience June 2009 - April 2012
Job Pricing Sr. Manager at American Express
Industry Financial Services
Experience
American Express May 2014 - Present
American Express May 2012 - May 2014
Morgan Stanley Smith Barney June 2009 - April 2012
IM Solutions, Inc April 2004 - September 2010
Citigroup September 2007 - June 2009
Citigroup May 2004 - September 2007
Lufthansa February 2003 - May 2004
ActForex, Inc May 2002 - February 2003
Skills
Finance, Management, Business Analysis, Project Management, Information Management, Technology, Entrepreneurship, SQL, Java, Flex, HTML, Microsoft Office, Consulting, Requirements Analysis, Cross-functional Team..., Strategy, Analysis, Data Analysis, Due Diligence, Market Research, Investments, Business Process, Risk Management
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, Finance and Global Business
Stevens Institute of Technology 2005 — 2007
MS, Information Management
Stony Brook University 1998 — 2001
BS, Computer Science
American Express May 2014 - Present
American Express May 2012 - May 2014
Morgan Stanley Smith Barney June 2009 - April 2012
IM Solutions, Inc April 2004 - September 2010
Citigroup September 2007 - June 2009
Citigroup May 2004 - September 2007
Lufthansa February 2003 - May 2004
ActForex, Inc May 2002 - February 2003
Skills
Finance, Management, Business Analysis, Project Management, Information Management, Technology, Entrepreneurship, SQL, Java, Flex, HTML, Microsoft Office, Consulting, Requirements Analysis, Cross-functional Team..., Strategy, Analysis, Data Analysis, Due Diligence, Market Research, Investments, Business Process, Risk Management
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, Finance and Global Business
Stevens Institute of Technology 2005 — 2007
MS, Information Management
Stony Brook University 1998 — 2001
BS, Computer Science
Nona Wilgus Nona Wilgus's Morgan Stanley Smith Barney Experience February 2010 - December 2011
Job VP Financial Consultant at Charles Schwab & Co.
Industry Financial Services
Experience
Charles Schwab December 2011 - Present
Morgan Stanley Smith Barney February 2010 - December 2011
Assessment Management Solutions,Inc. March 2008 - February 2010
BankAtlantic March 1998 - March 2008
PRC 1995 - 1997
NCCI 1993 - 1995
Aspecta Enterprises,Inc. 1988 - 1993
Citicorp 1981 - 1988
Bausch & Lomb 1977 - 1981
Skills
Financial Planners, Lines Of Credit, Start-ups, Leadership Development, Sales, Banking, Series 7, Strategy, Wealth Management, Product Management, Leadership, Portfolio Management, Investments, Business Development, Strategic Planning, Credit, Business Analysis, Management, Finance, Coaching, Analysis, New Business Development, Training, CRM, Program Management, Marketing Strategy, Insurance, Forecasting, Mergers & Acquisitions, Marketing, Project Management, Financial Services, Team Management, Business Planning, Risk Management, Consulting, Product Marketing, Loans, Online Marketing, Negotiation, Management Consulting, Strategic Financial..., Financial Analysis, Mutual Funds, Relationship Management, Securities, Asset Management, Retirement Planning, Retail Banking, Executive Management
Education
Harvard Business School Executive Education 2005 — 2005
State University of New York at Oswego
BS, Business Administration
Syracuse University
MBA Program
Charles Schwab December 2011 - Present
Morgan Stanley Smith Barney February 2010 - December 2011
Assessment Management Solutions,Inc. March 2008 - February 2010
BankAtlantic March 1998 - March 2008
PRC 1995 - 1997
NCCI 1993 - 1995
Aspecta Enterprises,Inc. 1988 - 1993
Citicorp 1981 - 1988
Bausch & Lomb 1977 - 1981
Skills
Financial Planners, Lines Of Credit, Start-ups, Leadership Development, Sales, Banking, Series 7, Strategy, Wealth Management, Product Management, Leadership, Portfolio Management, Investments, Business Development, Strategic Planning, Credit, Business Analysis, Management, Finance, Coaching, Analysis, New Business Development, Training, CRM, Program Management, Marketing Strategy, Insurance, Forecasting, Mergers & Acquisitions, Marketing, Project Management, Financial Services, Team Management, Business Planning, Risk Management, Consulting, Product Marketing, Loans, Online Marketing, Negotiation, Management Consulting, Strategic Financial..., Financial Analysis, Mutual Funds, Relationship Management, Securities, Asset Management, Retirement Planning, Retail Banking, Executive Management
Education
Harvard Business School Executive Education 2005 — 2005
State University of New York at Oswego
BS, Business Administration
Syracuse University
MBA Program
Tracy Villanueva's Morgan Stanley Smith Barney Experience January 2000 - August 2006
Job Administrative Assistant at Pentegra Retirement Services
Industry Banking
Experience
Pentegra Retirement Services December 2011 - Present
GHA Federal Credit Union June 2011 - October 2011
UBS August 2006 - April 2009
Morgan Stanley Smith Barney January 2000 - August 2006
Skills
Bloomberg, Wealth Management, BIS, BSP, OnBase, Dropbox, Microsoft Office, Administration, Account Management, Budgeting, Banking, Team Building, Blogging, Business Management, Business Intelligence, Customer Relations, Customer Service, Coaching, Copywriting, Contract Negotiation, Change Management, Distribution, Database Administration, Excel, Editing, E-commerce, Event Management, Financial Planning, Financial Reporting, Inventory Management, Key Account Management, Team Leadership, Mergers, Photography, Operations, Organizing, PowerPoint, Purchasing, Quickbooks, Research, Risk Management, Problem Solving, Team Management, Web Design, YouTube, SRT, Organizational..., Management, Microsoft Excel, Finance
Education
SUNY Empire State College 2012 — 2016
Business Management
Harrison College 2009 — 2011
Pursuing Associate degree, Business Management
Pentegra Retirement Services December 2011 - Present
GHA Federal Credit Union June 2011 - October 2011
UBS August 2006 - April 2009
Morgan Stanley Smith Barney January 2000 - August 2006
Skills
Bloomberg, Wealth Management, BIS, BSP, OnBase, Dropbox, Microsoft Office, Administration, Account Management, Budgeting, Banking, Team Building, Blogging, Business Management, Business Intelligence, Customer Relations, Customer Service, Coaching, Copywriting, Contract Negotiation, Change Management, Distribution, Database Administration, Excel, Editing, E-commerce, Event Management, Financial Planning, Financial Reporting, Inventory Management, Key Account Management, Team Leadership, Mergers, Photography, Operations, Organizing, PowerPoint, Purchasing, Quickbooks, Research, Risk Management, Problem Solving, Team Management, Web Design, YouTube, SRT, Organizational..., Management, Microsoft Excel, Finance
Education
SUNY Empire State College 2012 — 2016
Business Management
Harrison College 2009 — 2011
Pursuing Associate degree, Business Management
Anthony Pastore's Morgan Stanley Smith Barney Experience March 2011 - February 2012
Job Director, WMA OnAir at UBS
Industry Financial Services
Experience
UBS April 2012 - Present
Morgan Stanley Smith Barney March 2011 - February 2012
Morgan Stanley Smith Barney / Citi Smith Barney May 2003 - March 2011
Citi Smith Barney March 2000 - May 2003
Smith Barney October 1997 - March 2000
Skills
Series 7, Business Development, Professional Development, New Business Development, Financial Markets, Training & Development, Public Speaking, Communication, Customer Presentations, Creative Strategy, Client Retention, Client Engagement, Client Services, Product Marketing, Business Relationship..., Broadcast, Radio Broadcasting, Media Production, Bloomberg Terminal, Microsoft Office, SharePoint, CRM software, Financial Services, Customer Retention, Management, Customer Engagement, Marketing, Employee Training, Finance, Relationship Management, Securities, Mutual Funds, Wealth Management, Series 63, Capital Markets, Investments, Alternative Investments, Fixed Income, Portfolio Management, CRM
Education
State University of New York at New Paltz 1994 — 1995
Bachelor of Arts, Theater Arts / Theatre Management
Westchester Community College 1991 — 1993
Associate of Arts, Business Management & Adminstration
UBS April 2012 - Present
Morgan Stanley Smith Barney March 2011 - February 2012
Morgan Stanley Smith Barney / Citi Smith Barney May 2003 - March 2011
Citi Smith Barney March 2000 - May 2003
Smith Barney October 1997 - March 2000
Skills
Series 7, Business Development, Professional Development, New Business Development, Financial Markets, Training & Development, Public Speaking, Communication, Customer Presentations, Creative Strategy, Client Retention, Client Engagement, Client Services, Product Marketing, Business Relationship..., Broadcast, Radio Broadcasting, Media Production, Bloomberg Terminal, Microsoft Office, SharePoint, CRM software, Financial Services, Customer Retention, Management, Customer Engagement, Marketing, Employee Training, Finance, Relationship Management, Securities, Mutual Funds, Wealth Management, Series 63, Capital Markets, Investments, Alternative Investments, Fixed Income, Portfolio Management, CRM
Education
State University of New York at New Paltz 1994 — 1995
Bachelor of Arts, Theater Arts / Theatre Management
Westchester Community College 1991 — 1993
Associate of Arts, Business Management & Adminstration
Richard Rosen Richard Rosen's Morgan Stanley Smith Barney Experience February 1987 - April 1994
Job President at IDT Associates
Industry Financial Services
Experience
IDT Associates October 1998 - Present
Morgan Stanley Smith Barney February 1987 - April 1994
Skills
Public Relations, Event Management, Advertising, Strategic Partnerships, Social Media Marketing, Start-ups, Leadership, Fundraising, Social Networking, Facebook, Real Estate, Management, Business Development, Nonprofits, Film, Account Management, Sales Management, Media Relations, Social Media, Public Speaking, New Business Development
Education
Stanford University 1979 — 1983
BA, Human Biology
Livingston High School 1976 — 1979
IDT Associates October 1998 - Present
Morgan Stanley Smith Barney February 1987 - April 1994
Skills
Public Relations, Event Management, Advertising, Strategic Partnerships, Social Media Marketing, Start-ups, Leadership, Fundraising, Social Networking, Facebook, Real Estate, Management, Business Development, Nonprofits, Film, Account Management, Sales Management, Media Relations, Social Media, Public Speaking, New Business Development
Education
Stanford University 1979 — 1983
BA, Human Biology
Livingston High School 1976 — 1979
Greg Clark Greg Clark's Morgan Stanley Smith Barney Experience May 2010 - May 2011
Job Head of Municipal Research at Debtwire
Industry Capital Markets
Experience
Debtwire May 2015 - Present
Municipal Credit Consultants, LLC January 2014 - Present
Mariner Investment Group, LLC May 2011 - January 2014
National Federation of Municipal Analysts January 2011 - December 2011
Morgan Stanley Smith Barney May 2010 - May 2011
HVB Group/Unicredit June 2005 - December 2009
Financial Guaranty Insurance Company September 2000 - February 2005
Municipal Credit Consultants, LLC January 1998 - September 2000
Financial Security Assurance March 1991 - October 1997
Marine Midland Bank June 1989 - February 1991
Skills
Bonds, Credit Analysis, Credit, Credit Risk, Capital Markets, Fixed Income, Finance, Hedge Funds, Investments, Financial Markets, Municipalities, Financial Risk, Due Diligence, Public Finance, Risk Management, Economics, Alternative Investments, Banking, Wealth Management, Financial Analysis, Loans
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 1978 — 1980
MPA, Public Finance
State University of New York College at Oswego 1971 — 1975
BA, History, Political Science
Oswego Catholic High School 1967 — 1971
Debtwire May 2015 - Present
Municipal Credit Consultants, LLC January 2014 - Present
Mariner Investment Group, LLC May 2011 - January 2014
National Federation of Municipal Analysts January 2011 - December 2011
Morgan Stanley Smith Barney May 2010 - May 2011
HVB Group/Unicredit June 2005 - December 2009
Financial Guaranty Insurance Company September 2000 - February 2005
Municipal Credit Consultants, LLC January 1998 - September 2000
Financial Security Assurance March 1991 - October 1997
Marine Midland Bank June 1989 - February 1991
Skills
Bonds, Credit Analysis, Credit, Credit Risk, Capital Markets, Fixed Income, Finance, Hedge Funds, Investments, Financial Markets, Municipalities, Financial Risk, Due Diligence, Public Finance, Risk Management, Economics, Alternative Investments, Banking, Wealth Management, Financial Analysis, Loans
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 1978 — 1980
MPA, Public Finance
State University of New York College at Oswego 1971 — 1975
BA, History, Political Science
Oswego Catholic High School 1967 — 1971
Brian Maimone Brian Maimone's Morgan Stanley Smith Barney Experience 2008 - 2009
Job |
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2008 - 2009
Furman Selz/ING 1995 - 2001
Bechtel Corporation 1988 - 1989
Kidder Peabody 1985 - 1988
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Marketing, Capital Markets, Finance, Equity Research, Investments, Strategic Financial..., Portfolio Management, Asset Allocation, Banking, Investment Strategies, Financial Advisory, Investment Advisory, Wealth Management, Asset Management, Project Management, Equities, Risk Management
Education
University of Massachusetts, Amherst
Bachelor of Applied Science (BASc), Industrial Engineering and Operations Research
University of Rochester
Master of Business Administration (MBA), Accounting and Finance
Stony Brook University
Morgan Stanley Smith Barney 2008 - 2009
Furman Selz/ING 1995 - 2001
Bechtel Corporation 1988 - 1989
Kidder Peabody 1985 - 1988
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Marketing, Capital Markets, Finance, Equity Research, Investments, Strategic Financial..., Portfolio Management, Asset Allocation, Banking, Investment Strategies, Financial Advisory, Investment Advisory, Wealth Management, Asset Management, Project Management, Equities, Risk Management
Education
University of Massachusetts, Amherst
Bachelor of Applied Science (BASc), Industrial Engineering and Operations Research
University of Rochester
Master of Business Administration (MBA), Accounting and Finance
Stony Brook University
Brad Bays, CIMA® Brad Bays, CIMA®'s Morgan Stanley Smith Barney Experience June 1992 - August 2001
Job Partner
Industry Financial Services
Experience
Trinity Capital Management October 2011 - Present
Wells Fargo Advisors August 2001 - October 2011
Morgan Stanley Smith Barney June 1992 - August 2001
Education
Stephen F. Austin State University 1987 — 1991
Bachelor of Business Administration (B.B.A.), Finance and Accounting
Trinity Capital Management October 2011 - Present
Wells Fargo Advisors August 2001 - October 2011
Morgan Stanley Smith Barney June 1992 - August 2001
Education
Stephen F. Austin State University 1987 — 1991
Bachelor of Business Administration (B.B.A.), Finance and Accounting
Jennifer Magro Jennifer Magro's Morgan Stanley Smith Barney Experience January 1996 - September 2011
Job Executive Director at UBS
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 1996 - September 2011
Citigroup Alternative Investments 1996 - September 2011
Education
State University of New York College at Oswego 1989 — 1993
State University of New York College at Oswego 1989 — 1993
BS, Accounting
Morgan Stanley Smith Barney January 1996 - September 2011
Citigroup Alternative Investments 1996 - September 2011
Education
State University of New York College at Oswego 1989 — 1993
State University of New York College at Oswego 1989 — 1993
BS, Accounting
James Anthony Pavik, Sr. James Anthony Pavik, Sr.'s Morgan Stanley Smith Barney Experience June 2011 - January 2012
Job President & CWM ® Chartered Wealth Manager at PAVIK WEALTH MANAGEMENT Inc.
Industry Investment Management
Experience
Pavik Wealth Management Inc. 2009 - Present
Morgan Stanley Smith Barney June 2011 - January 2012
THE PAVIK GROUP INC. 1996 - 2010
Toyota Motor Sales 1994 - 1997
Lexus 1989 - 1994
Range Rover of North America 1986 - 1989
Audi of America 1983 - 1986
Ford Motor Company 1981 - 1983
Skills
Start-ups, Customer Satisfaction, Employee Benefits, Business Strategy, Strategic Planning, Management Consulting, Financial Analysis, Insurance, Business Planning, Investments, Team Building, Mergers, Mergers & Acquisitions
Education
The Johns Hopkins University 1987 — 1991
Master of Science (M.S.), Management
Old Dominion University - College of Business and Public Administration 1974 — 1979
Bachelor of Science in Business Administration, Marketing
Pavik Wealth Management Inc. 2009 - Present
Morgan Stanley Smith Barney June 2011 - January 2012
THE PAVIK GROUP INC. 1996 - 2010
Toyota Motor Sales 1994 - 1997
Lexus 1989 - 1994
Range Rover of North America 1986 - 1989
Audi of America 1983 - 1986
Ford Motor Company 1981 - 1983
Skills
Start-ups, Customer Satisfaction, Employee Benefits, Business Strategy, Strategic Planning, Management Consulting, Financial Analysis, Insurance, Business Planning, Investments, Team Building, Mergers, Mergers & Acquisitions
Education
The Johns Hopkins University 1987 — 1991
Master of Science (M.S.), Management
Old Dominion University - College of Business and Public Administration 1974 — 1979
Bachelor of Science in Business Administration, Marketing
Alex Akselrod's Morgan Stanley Smith Barney Experience June 2001 - August 2001
Job Senior Engineer at Lilker Associates
Industry Mechanical or Industrial Engineering
Experience
Lilker Associates April 2014 - Present
FISKAA November 2012 - April 2014
Fiskaa Engineering November 2010 - April 2014
AVCON/Glickman Engineering Associates May 2006 - July 2009
GEA April 2008 - June 2009
AVCON Engineering 2007 - 2009
Mechanical Electrical Corp January 2006 - May 2006
Morgan Stanley June 2002 - August 2002
Morgan Stanley Smith Barney June 2001 - August 2001
Liberty Brass Turning Co May 1998 - August 1998
Skills
CAD, AutoCAD, HVAC, LEED, Engineering, Piping, Construction, Construction Management, Mechanical Engineering, Value Engineering, Electricians, MEP, Manufacturing, Project Engineering, Commissioning, Project Management, Energy Efficiency, Air Conditioning, Building Services, HVAC Controls
Education
Stony Brook University 2000 — 2005
BE, Mechanical Engineering
Stony Brook University 2000 — 2005
B.E, Mechanical Engineering
Lilker Associates April 2014 - Present
FISKAA November 2012 - April 2014
Fiskaa Engineering November 2010 - April 2014
AVCON/Glickman Engineering Associates May 2006 - July 2009
GEA April 2008 - June 2009
AVCON Engineering 2007 - 2009
Mechanical Electrical Corp January 2006 - May 2006
Morgan Stanley June 2002 - August 2002
Morgan Stanley Smith Barney June 2001 - August 2001
Liberty Brass Turning Co May 1998 - August 1998
Skills
CAD, AutoCAD, HVAC, LEED, Engineering, Piping, Construction, Construction Management, Mechanical Engineering, Value Engineering, Electricians, MEP, Manufacturing, Project Engineering, Commissioning, Project Management, Energy Efficiency, Air Conditioning, Building Services, HVAC Controls
Education
Stony Brook University 2000 — 2005
BE, Mechanical Engineering
Stony Brook University 2000 — 2005
B.E, Mechanical Engineering
Jamie Beth Schwarz Jamie Beth Schwarz's Morgan Stanley Smith Barney Experience April 1999 - Present
Job Financial Advisor Assoc at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 1999 - Present
Skills
Investment Strategies, Investment Management, Finance, Investments, Equities, Financial Markets, High Net Worth..., Portfolio Management, Securities, Capital Markets, Financial Services
Education
State University of New York College at Oneonta 1995 — 1998
Morgan Stanley Smith Barney April 1999 - Present
Skills
Investment Strategies, Investment Management, Finance, Investments, Equities, Financial Markets, High Net Worth..., Portfolio Management, Securities, Capital Markets, Financial Services
Education
State University of New York College at Oneonta 1995 — 1998
Erik Eliassen Erik Eliassen's Morgan Stanley Smith Barney Experience June 2010 - December 2012
Job Prudential Investments
Industry Financial Services
Experience
Prudential Investments January 2013 - Present
Morgan Stanley Smith Barney June 2010 - December 2012
AXA Advisors June 2009 - May 2010
Skills
Retirement Planning, Wealth Management, Financial Planning, Estate Planning, Microsoft Excel, PowerPoint, Investment Advisory, Superior Client Service, Capital Markets, Financial Markets
Education
Stevens Institute of Technology 2004 — 2009
B.S., Business and Technology
Prudential Investments January 2013 - Present
Morgan Stanley Smith Barney June 2010 - December 2012
AXA Advisors June 2009 - May 2010
Skills
Retirement Planning, Wealth Management, Financial Planning, Estate Planning, Microsoft Excel, PowerPoint, Investment Advisory, Superior Client Service, Capital Markets, Financial Markets
Education
Stevens Institute of Technology 2004 — 2009
B.S., Business and Technology
Eitan Winer Eitan Winer's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Product Manager at Pocket Gems
Industry Internet
Experience
Pocket Gems May 2015 - Present
Pocket Gems November 2013 - May 2015
Stanford University November 2010 - June 2013
Stanford University January 2010 - April 2013
Vidactica 2011 - 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Skills
Entrepreneurship, Investments, Teaching, Spanish, Data Analysis
Education
Stanford University 2011 — 2013
M.S., Management Science & Engineering
Stanford University 2008 — 2012
B.S., Management Science and Engineering
ACS
Pocket Gems May 2015 - Present
Pocket Gems November 2013 - May 2015
Stanford University November 2010 - June 2013
Stanford University January 2010 - April 2013
Vidactica 2011 - 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Skills
Entrepreneurship, Investments, Teaching, Spanish, Data Analysis
Education
Stanford University 2011 — 2013
M.S., Management Science & Engineering
Stanford University 2008 — 2012
B.S., Management Science and Engineering
ACS
Allyson (LaGreco) Hulsmann Allyson (LaGreco) Hulsmann's Morgan Stanley Smith Barney Experience August 2005 - October 2013
Job Assistant Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2013 - Present
Morgan Stanley Smith Barney August 2005 - October 2013
Yoga Effects April 2008 - August 2010
Citigroup Asset Management January 2005 - September 2005
Skills
Hedge Funds, Equities, Fixed Income, Asset Management, Alternative Investments, Management, Series 7, Investments, Portfolio Management, Financial Services
Education
State University of New York College at Cortland 1998 — 2002
Bachelors, Health Science
State University of New York College at Cortland 1998 — 2002
Bachelor's degree, Health Services/Allied Health/Health Sciences, General
Morgan Stanley November 2013 - Present
Morgan Stanley Smith Barney August 2005 - October 2013
Yoga Effects April 2008 - August 2010
Citigroup Asset Management January 2005 - September 2005
Skills
Hedge Funds, Equities, Fixed Income, Asset Management, Alternative Investments, Management, Series 7, Investments, Portfolio Management, Financial Services
Education
State University of New York College at Cortland 1998 — 2002
Bachelors, Health Science
State University of New York College at Cortland 1998 — 2002
Bachelor's degree, Health Services/Allied Health/Health Sciences, General
Krishnan Narayanan Krishnan Narayanan's Morgan Stanley Smith Barney Experience March 2000 - September 2000
Job Consultant at Horizon Industries, Limited
Industry Information Technology and Services
Experience
Horizon Industries, Limited January 2011 - Present
Dept of Labor-State of NJ- Professional Service Group June 2009 - January 2011
Cafe Holdings, LLC 2005 - 2009
E-sun Solutions, Inc 2000 - 2005
Morgan Stanley Smith Barney March 2000 - September 2000
Trading Edge 1999 - 2000
Goldman Sachs & Co September 1998 - September 1999
Merrill Lynch & Co, New York November 1997 - September 1998
Chase Manhattan Bank October 1996 - November 1997
The Bank of New York July 1995 - August 1996
Skills
J2EE, Spring, Perl, C++, Hibernate, Sybase, MySQL, ClearCase, Java, SQL, XML, Tomcat, JavaScript, Websphere, Eclipse, HTML, JSP, Servlets, Software Development, Linux, Unix, PL/SQL, C, Databases, JDBC, Product Development, Web Development, Weblogic, Struts2, JUnit, JMS, UML, Unix Shell Scripting, Oracle, SQL Server, TIBCO, Program Management, Python, Subversion, CVS, ClearQuest, EJB
Education
Stony Brook University 1977 — 1982
BE
Horizon Industries, Limited January 2011 - Present
Dept of Labor-State of NJ- Professional Service Group June 2009 - January 2011
Cafe Holdings, LLC 2005 - 2009
E-sun Solutions, Inc 2000 - 2005
Morgan Stanley Smith Barney March 2000 - September 2000
Trading Edge 1999 - 2000
Goldman Sachs & Co September 1998 - September 1999
Merrill Lynch & Co, New York November 1997 - September 1998
Chase Manhattan Bank October 1996 - November 1997
The Bank of New York July 1995 - August 1996
Skills
J2EE, Spring, Perl, C++, Hibernate, Sybase, MySQL, ClearCase, Java, SQL, XML, Tomcat, JavaScript, Websphere, Eclipse, HTML, JSP, Servlets, Software Development, Linux, Unix, PL/SQL, C, Databases, JDBC, Product Development, Web Development, Weblogic, Struts2, JUnit, JMS, UML, Unix Shell Scripting, Oracle, SQL Server, TIBCO, Program Management, Python, Subversion, CVS, ClearQuest, EJB
Education
Stony Brook University 1977 — 1982
BE
C. Edward Burke, Jr.'s Morgan Stanley Smith Barney Experience 2003 - May 2013
Job Senior Financial Advisor / Managing Principal The Hudson Valley Financial Group Wells Fargo Advisors Financial Network
Industry Financial Services
Experience
The Hudson Valley Financial Group - Wells Fargo Advisors Financial Network May 2013 - Present
Morgan Stanley Smith Barney 2003 - May 2013
Prudential Securities 1997 - 2003
Skills
Series 63, Portfolio Management, Series 65, Series 7, Financial Advisory, Wealth Management, Mutual Funds, Financial Services, Investments, Asset Allocation, Strategic Financial..., Fixed Income, Retirement Planning, Alternative Investments, Wealth, Investment Advisory, Finance, IRAs, Investment Strategies, Separately Managed..., Management, Retirement, Uniform Combined State..., Fixed Annuities, Asset Management, Estate Planning, 401k, Wealth Management..., Equities, Securities, FINRA, ETFs, Insurance
Education
State University of New York at New Paltz 1988 — 1990
Bachelors of Science, Finance
State University of New York at New Paltz 1988 — 1990
BS, Finance
The Hudson Valley Financial Group - Wells Fargo Advisors Financial Network May 2013 - Present
Morgan Stanley Smith Barney 2003 - May 2013
Prudential Securities 1997 - 2003
Skills
Series 63, Portfolio Management, Series 65, Series 7, Financial Advisory, Wealth Management, Mutual Funds, Financial Services, Investments, Asset Allocation, Strategic Financial..., Fixed Income, Retirement Planning, Alternative Investments, Wealth, Investment Advisory, Finance, IRAs, Investment Strategies, Separately Managed..., Management, Retirement, Uniform Combined State..., Fixed Annuities, Asset Management, Estate Planning, 401k, Wealth Management..., Equities, Securities, FINRA, ETFs, Insurance
Education
State University of New York at New Paltz 1988 — 1990
Bachelors of Science, Finance
State University of New York at New Paltz 1988 — 1990
BS, Finance
James Cicippio James Cicippio's Morgan Stanley Smith Barney Experience January 2005 - January 2007
Job Account Executive at Foundation Insurance Group
Industry Insurance
Experience
Foundation Insurance Group September 2013 - Present
Liberty Mutual Group January 2009 - Present
Enterprise Rent-A-Car January 2007 - January 2009
Morgan Stanley Smith Barney January 2005 - January 2007
Skills
Insurance, Homeowners, Life Insurance, Property & Casualty..., Marketing, Account Management, New Business Development, Financial Analysis, Sales, Selling, Small Business, Term Life Insurance, Commercial Insurance, Umbrella Insurance
Education
Old Dominion University - College of Business and Public Administration 2003 — 2007
Bachelor of science, Marketing and Finance
Thomas Edison High School
Foundation Insurance Group September 2013 - Present
Liberty Mutual Group January 2009 - Present
Enterprise Rent-A-Car January 2007 - January 2009
Morgan Stanley Smith Barney January 2005 - January 2007
Skills
Insurance, Homeowners, Life Insurance, Property & Casualty..., Marketing, Account Management, New Business Development, Financial Analysis, Sales, Selling, Small Business, Term Life Insurance, Commercial Insurance, Umbrella Insurance
Education
Old Dominion University - College of Business and Public Administration 2003 — 2007
Bachelor of science, Marketing and Finance
Thomas Edison High School
Joseph Calderazzo's Morgan Stanley Smith Barney Experience 2004 - 2006
Job Managing Director & Senior Portfolio Manager at US Trust, Bank of America
Industry Investment Management
Experience
US Trust, Bank of America 2006 - Present
Morgan Stanley Smith Barney 2004 - 2006
Harris Bretall Sullivan & Smith March 1990 - January 2004
Skills
Equity Research, Asset Allocation, Portfolio Management, Public Policy, Public Speaking, Asset Management, Investments, Wealth Management, Alternative Investments, Management, Equities, Investment Management, Mutual Funds, Investment Strategies
Education
UCLA Anderson School of Management 1987 — 1989
Finance and Economics
Stanford University 1978 — 1982
BA, Political Science
Mater Dei High School 1974 — 1978
Honors, College Prep
US Trust, Bank of America 2006 - Present
Morgan Stanley Smith Barney 2004 - 2006
Harris Bretall Sullivan & Smith March 1990 - January 2004
Skills
Equity Research, Asset Allocation, Portfolio Management, Public Policy, Public Speaking, Asset Management, Investments, Wealth Management, Alternative Investments, Management, Equities, Investment Management, Mutual Funds, Investment Strategies
Education
UCLA Anderson School of Management 1987 — 1989
Finance and Economics
Stanford University 1978 — 1982
BA, Political Science
Mater Dei High School 1974 — 1978
Honors, College Prep
Christine Kang's Morgan Stanley Smith Barney Experience June 2009 - September 2009
Job Private Equity Associate at Thomas H. Lee Partners
Industry Venture Capital & Private Equity
Experience
Thomas H. Lee Partners July 2013 - Present
J.P. Morgan June 2011 - June 2013
J.P. Morgan June 2010 - August 2010
Stanford Graduate School of Business September 2009 - June 2010
Morgan Stanley Smith Barney June 2009 - September 2009
Stanford Economics Department November 2008 - June 2009
St. Jude Medical June 2008 - September 2008
University of California, Irvine June 2006 - September 2006
Education
Stanford University 2007 — 2011
Economics, with Honors and Distinction
University High School 2003 — 2007
High school diploma, summa cum laude
Thomas H. Lee Partners July 2013 - Present
J.P. Morgan June 2011 - June 2013
J.P. Morgan June 2010 - August 2010
Stanford Graduate School of Business September 2009 - June 2010
Morgan Stanley Smith Barney June 2009 - September 2009
Stanford Economics Department November 2008 - June 2009
St. Jude Medical June 2008 - September 2008
University of California, Irvine June 2006 - September 2006
Education
Stanford University 2007 — 2011
Economics, with Honors and Distinction
University High School 2003 — 2007
High school diploma, summa cum laude
Bernard LeVine's Morgan Stanley Smith Barney Experience December 2009 - September 2010
Job Unit Investment Trust Operations Section Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2013 - Present
Bank of New York Mellon October 2010 - July 2013
Morgan Stanley Smith Barney December 2009 - September 2010
BNY Mellon May 2005 - December 2009
Household Finance February 2004 - April 2005
Brown & Brown, Inc. 2002 - 2004
Skills
Investments, Banking, Customer Retention, Risk Management, Financial Services, Securities, Insurance, Finance, Process Improvement, Loans, Capital Markets, Accounting, Relationship Management, Credit Analysis, Investment Management, Mutual Funds
Education
State University of New York College at Oswego 1998 — 2002
Bachelors, Business Administration
Liverpool Highschool 1994 — 1997
BNY Mellon July 2013 - Present
Bank of New York Mellon October 2010 - July 2013
Morgan Stanley Smith Barney December 2009 - September 2010
BNY Mellon May 2005 - December 2009
Household Finance February 2004 - April 2005
Brown & Brown, Inc. 2002 - 2004
Skills
Investments, Banking, Customer Retention, Risk Management, Financial Services, Securities, Insurance, Finance, Process Improvement, Loans, Capital Markets, Accounting, Relationship Management, Credit Analysis, Investment Management, Mutual Funds
Education
State University of New York College at Oswego 1998 — 2002
Bachelors, Business Administration
Liverpool Highschool 1994 — 1997
Gil Baumgarten's Morgan Stanley Smith Barney Experience 1985 - 2000
Job President, Chief Investment Officer, Segment Wealth Management
Industry Financial Services
Experience
Segment Wealth Management October 2010 - Present
UBS Wealth Management February 2000 - October 2010
Morgan Stanley Smith Barney 1985 - 2000
Skills
Asset Management, Alternative Investments, Asset Allocation, ETFs, Financial Advisory, Investment Strategies, Portfolio Management, Wealth Management, Wealth Management..., Bloomberg, Securities, Finance, Investment Management, Investment Advisory, Investments, Hedge Funds, Fixed Income, Mutual Funds, Bonds, Equities, Retirement Planning
Education
Stephen F. Austin State University 1979 — 1982
BBA, Economics
Lamar High School Houston 1976 — 1978
Segment Wealth Management October 2010 - Present
UBS Wealth Management February 2000 - October 2010
Morgan Stanley Smith Barney 1985 - 2000
Skills
Asset Management, Alternative Investments, Asset Allocation, ETFs, Financial Advisory, Investment Strategies, Portfolio Management, Wealth Management, Wealth Management..., Bloomberg, Securities, Finance, Investment Management, Investment Advisory, Investments, Hedge Funds, Fixed Income, Mutual Funds, Bonds, Equities, Retirement Planning
Education
Stephen F. Austin State University 1979 — 1982
BBA, Economics
Lamar High School Houston 1976 — 1978
A. Michael Cristofi A. Michael Cristofi's Morgan Stanley Smith Barney Experience September 2010 - May 2011
Job Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2014 - Present
NYU Stern School of Business September 2011 - May 2014
Credit Suisse June 2013 - August 2013
Morgan Stanley Smith Barney September 2010 - May 2011
Wealthfront Inc. March 2010 - August 2010
Skills
R, Microsoft Excel, Matlab, Java, Statistics, Bloomberg, Tutoring, Hedge Funds, Python, Excel, Capital IQ, Monetary Policy, Derivatives, Volatility, Principal Component..., Data Analysis, Machine Learning, Aramaic, Series 65, Economics, Series 7, Series 63, Series 3, Series 55, Equities, Fixed Income, Quantitative Analytics, Bloomberg Terminal, Unix, SQL, Tortoise SVN, Data Science, Statistical Learning, Electronic Trading, Market Microstructure
Education
New York University - Leonard N. Stern School of Business 2010 — 2014
B.S., Finance and Mathematics
Stanford University 2014 — 2014
Online Open EdX: Statements of Accomplishment
Stanford University 2011 — 2011
Summer Program
Bellarmine College Preparatory 2006 — 2010
High School Diploma
Credit Suisse July 2014 - Present
NYU Stern School of Business September 2011 - May 2014
Credit Suisse June 2013 - August 2013
Morgan Stanley Smith Barney September 2010 - May 2011
Wealthfront Inc. March 2010 - August 2010
Skills
R, Microsoft Excel, Matlab, Java, Statistics, Bloomberg, Tutoring, Hedge Funds, Python, Excel, Capital IQ, Monetary Policy, Derivatives, Volatility, Principal Component..., Data Analysis, Machine Learning, Aramaic, Series 65, Economics, Series 7, Series 63, Series 3, Series 55, Equities, Fixed Income, Quantitative Analytics, Bloomberg Terminal, Unix, SQL, Tortoise SVN, Data Science, Statistical Learning, Electronic Trading, Market Microstructure
Education
New York University - Leonard N. Stern School of Business 2010 — 2014
B.S., Finance and Mathematics
Stanford University 2014 — 2014
Online Open EdX: Statements of Accomplishment
Stanford University 2011 — 2011
Summer Program
Bellarmine College Preparatory 2006 — 2010
High School Diploma
Charles Troy Charles Troy's Morgan Stanley Smith Barney Experience June 2012 - August 2012
Job Marketing Intern at Chubbies Shorts
Industry
Experience
Chubbies Shorts March 2015 - Present
Stanford University September 2012 - Present
Autodesk June 2014 - September 2014
St. Mattew's Day Camp June 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Skills
Volleyball, Guitarist, Singing, DJ, Value Investing, Organizational..., Business Strategy, Entrepreneurship, PowerPoint, Java, Computer Proficiency, Socially Responsible..., Quantitative Investing, Technology, Entrepreneurial Finance, Traktor, Ableton Live, Microsoft Excel, Microsoft Word, Outlook, Agile Project Management, Agile Methodologies, HTML, CSS, jQuery, QlikView, C++, Ruby on Rails, C, Unix
Education
Stanford University 2012 — 2016
BS, Management Science & Engineering
Harvard-Westlake High School 2008 — 2012
High School Diploma
Chubbies Shorts March 2015 - Present
Stanford University September 2012 - Present
Autodesk June 2014 - September 2014
St. Mattew's Day Camp June 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Skills
Volleyball, Guitarist, Singing, DJ, Value Investing, Organizational..., Business Strategy, Entrepreneurship, PowerPoint, Java, Computer Proficiency, Socially Responsible..., Quantitative Investing, Technology, Entrepreneurial Finance, Traktor, Ableton Live, Microsoft Excel, Microsoft Word, Outlook, Agile Project Management, Agile Methodologies, HTML, CSS, jQuery, QlikView, C++, Ruby on Rails, C, Unix
Education
Stanford University 2012 — 2016
BS, Management Science & Engineering
Harvard-Westlake High School 2008 — 2012
High School Diploma
Anthony Paradiso Anthony Paradiso's Morgan Stanley Smith Barney Experience June 2011 - December 2011
Job Director Project Manager at Prudential Financial
Industry Financial Services
Experience
Prudential Financial April 2014 - Present
Education Explorers LLC March 2014 - Present
Prudential Financial January 2012 - April 2014
Morgan Stanley Smith Barney June 2011 - December 2011
Morgan Stanley Smith Barney September 2007 - June 2011
Prudential Financial February 2006 - September 2007
Prudential Financial July 2004 - February 2006
Prudential Financial March 2003 - July 2004
Prudential Financial January 2001 - March 2003
Skills
Budgeting, PowerPoint, Excel, Visio, Word, Essbase, Process Improvement, Quality Assurance, MS Project, Cross-functional Team..., Performance Metrics, Talent Development, Outlook, Clarity, Project Planning, Vendor Relations, SDLC, Forecasting, Analysis, Microsoft Excel, Budgets, Program Management, Project Management, SharePoint, Leadership, Business Process, Integration, Management, Strategy, Talent Management, Business Process Mapping
Education
Stevens Institute of Technology 2002 — 2004
Master of Science, Management Information Systems
Seton Hall University 1997 — 2001
Bachelor of Science, Major: Finance, Minor: Management Information Systems
Prudential Financial April 2014 - Present
Education Explorers LLC March 2014 - Present
Prudential Financial January 2012 - April 2014
Morgan Stanley Smith Barney June 2011 - December 2011
Morgan Stanley Smith Barney September 2007 - June 2011
Prudential Financial February 2006 - September 2007
Prudential Financial July 2004 - February 2006
Prudential Financial March 2003 - July 2004
Prudential Financial January 2001 - March 2003
Skills
Budgeting, PowerPoint, Excel, Visio, Word, Essbase, Process Improvement, Quality Assurance, MS Project, Cross-functional Team..., Performance Metrics, Talent Development, Outlook, Clarity, Project Planning, Vendor Relations, SDLC, Forecasting, Analysis, Microsoft Excel, Budgets, Program Management, Project Management, SharePoint, Leadership, Business Process, Integration, Management, Strategy, Talent Management, Business Process Mapping
Education
Stevens Institute of Technology 2002 — 2004
Master of Science, Management Information Systems
Seton Hall University 1997 — 2001
Bachelor of Science, Major: Finance, Minor: Management Information Systems
Rick Palmisano Rick Palmisano's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job Mutual Fund Trade Desk at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company March 2013 - Present
Bank of America July 2012 - March 2013
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Microsoft Excel, Portfolio Management, Credit, Finance, Mutual Funds, Sales, Leadership
Education
State University of New York College at Oneonta 2010 — 2012
Bachelor's degree, Business/Managerial Economics
Valencia Community College 2008 — 2009
Associate's degree, General Studies
Pershing, a BNY Mellon company March 2013 - Present
Bank of America July 2012 - March 2013
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Microsoft Excel, Portfolio Management, Credit, Finance, Mutual Funds, Sales, Leadership
Education
State University of New York College at Oneonta 2010 — 2012
Bachelor's degree, Business/Managerial Economics
Valencia Community College 2008 — 2009
Associate's degree, General Studies
Darryl Shurgin Darryl Shurgin's Morgan Stanley Smith Barney Experience July 2010 - June 2011
Job Owner at Quest4vape
Industry Real Estate
Experience
Quest4vape January 2015 - Present
Quest4vape January 2015 - Present
Green Street Funding September 2014 - Present
Green Street Marketing Solutions September 2014 - Present
Funds ASAP, LLC May 2014 - September 2014
Viking Funding Group 2014 - May 2014
NY Online Realty July 2013 - March 2014
Shalestone Business Funding October 2008 - December 2013
Instant Property Cleanouts September 2008 - September 2011
Morgan Stanley Smith Barney July 2010 - June 2011
Skills
Sales, Finance, Property Management, Small Business, Property, Negotiation, Commercial Real Estate, Investors, Customer Service, Funding, Budgets, Outlook, Microsoft Office, Financial Analysis, Teaching, Microsoft Word, Public Speaking, Windows, Editing, Business, Microsoft Excel, English, Research, Pipeline Management, Goal Setting, Property Re-Development, Property Renovation, Property Rehab, Renovation Financing, New Construction..., Title Issue Resolution, Business Funding, Small Business Funding, Merchant Cash Advance, Business Credit, Growth Capital, Business Analysis, Factoring, Construction Loans, Renovation, Banking
Education
State University of New York Maritime College 1989 — 1995
Bachelor of Science (BS), Marine Transportation and International Business Management
School for Field Studies 1988 — 1988
Undergrad Credits, Ecology, Environmental Studies, Humpback Whale Ecology, Marine Biology
Quest4vape January 2015 - Present
Quest4vape January 2015 - Present
Green Street Funding September 2014 - Present
Green Street Marketing Solutions September 2014 - Present
Funds ASAP, LLC May 2014 - September 2014
Viking Funding Group 2014 - May 2014
NY Online Realty July 2013 - March 2014
Shalestone Business Funding October 2008 - December 2013
Instant Property Cleanouts September 2008 - September 2011
Morgan Stanley Smith Barney July 2010 - June 2011
Skills
Sales, Finance, Property Management, Small Business, Property, Negotiation, Commercial Real Estate, Investors, Customer Service, Funding, Budgets, Outlook, Microsoft Office, Financial Analysis, Teaching, Microsoft Word, Public Speaking, Windows, Editing, Business, Microsoft Excel, English, Research, Pipeline Management, Goal Setting, Property Re-Development, Property Renovation, Property Rehab, Renovation Financing, New Construction..., Title Issue Resolution, Business Funding, Small Business Funding, Merchant Cash Advance, Business Credit, Growth Capital, Business Analysis, Factoring, Construction Loans, Renovation, Banking
Education
State University of New York Maritime College 1989 — 1995
Bachelor of Science (BS), Marine Transportation and International Business Management
School for Field Studies 1988 — 1988
Undergrad Credits, Ecology, Environmental Studies, Humpback Whale Ecology, Marine Biology
Dan Motherway, CFP® Dan Motherway, CFP®'s Morgan Stanley Smith Barney Experience January 2001 - April 2011
Job Senior Vice President The Motherway Investment Group of Wells Fargo Advisors; NFLPA Registered Player Advisor
Industry Financial Services
Experience
Wells Fargo Advisors April 2011 - Present
Morgan Stanley Smith Barney January 2001 - April 2011
Cantor Fitzgerald January 1995 - 2001
Education
State University of New York at Buffalo - School of Management 1992 — 1995
Bachelor of Science, Finance
Wells Fargo Advisors April 2011 - Present
Morgan Stanley Smith Barney January 2001 - April 2011
Cantor Fitzgerald January 1995 - 2001
Education
State University of New York at Buffalo - School of Management 1992 — 1995
Bachelor of Science, Finance
Bridget Singleton Bridget Singleton's Morgan Stanley Smith Barney Experience 1989 - 2008
Job PPA/CM at SCO Family of Services
Industry Hospital & Health Care
Experience
SCO Family of Services December 2010 - Present
Beth Israel Medical Center 2011 - 2012
LESC - Lower Eastside Services Center, Inc August 2010 - 2011
SUNY College at Old Westbury 2008 - 2009
Morgan Stanley Smith Barney 1989 - 2008
RawSilk Productions and Company 1991 - 2001
Skills
Program Development, Community Outreach, Case Managment, Non-profits, Public Speaking, Research, Fundraising, Motivational..., Mental Health, Social Services, Customer Service, Microsoft Office, Psychotherapy, Crisis Intervention, Workshop Facilitation, Nonprofits, Career Counseling, Event Planning, Resume Writing, Family Therapy, Case Management, Volunteer Management, Coaching, Staff Development, Group Therapy, Supervisory Skills, Training, Leadership, Teaching, Conflict Resolution, Treatment, Adolescents, Organizational...
Education
Walden University 2012 — 2016
Master's degree, Mental Health Counseling/Counselor
State University of New York College at Old Westbury 1985 — 1989
Bachelor of Science (B.S.), Business Administration and Management, General
Resource Training Center
Substance Abuse/Addiction Counseling
SCO Family of Services December 2010 - Present
Beth Israel Medical Center 2011 - 2012
LESC - Lower Eastside Services Center, Inc August 2010 - 2011
SUNY College at Old Westbury 2008 - 2009
Morgan Stanley Smith Barney 1989 - 2008
RawSilk Productions and Company 1991 - 2001
Skills
Program Development, Community Outreach, Case Managment, Non-profits, Public Speaking, Research, Fundraising, Motivational..., Mental Health, Social Services, Customer Service, Microsoft Office, Psychotherapy, Crisis Intervention, Workshop Facilitation, Nonprofits, Career Counseling, Event Planning, Resume Writing, Family Therapy, Case Management, Volunteer Management, Coaching, Staff Development, Group Therapy, Supervisory Skills, Training, Leadership, Teaching, Conflict Resolution, Treatment, Adolescents, Organizational...
Education
Walden University 2012 — 2016
Master's degree, Mental Health Counseling/Counselor
State University of New York College at Old Westbury 1985 — 1989
Bachelor of Science (B.S.), Business Administration and Management, General
Resource Training Center
Substance Abuse/Addiction Counseling
Sofia Ziaullah, PMP Sofia Ziaullah, PMP's Morgan Stanley Smith Barney Experience 2003 - 2003
Job Project Manager at Pfizer
Industry Pharmaceuticals
Experience
Pfizer August 2006 - Present
Citi 2005 - 2006
Morgan Stanley Smith Barney 2003 - 2003
Skills
Lean Transformation, Lean Manufacturing, Lean Operations, Six Sigma, Innovation, Resource Modelling, Project Management, Strategic Planning, Operational Excellence, Risk Assessment, Compliance, Employee Engagement, Business Transformation, Change Management, Program Management, Validation, V&V, Computer System..., FDA, Process Improvement, Quality Management, Project Portfolio..., Sop, Process Simulation, Cross-functional Team..., 21 CFR Part 11, Business Process..., Vendor Management, SAP, Change Control, Risk Management, GxP, Continuous Improvement, Data Analysis, Auditing, Pharmaceutical Industry, Biotechnology, Software Documentation, Quality Auditing, Quality System, GMP, Quality Assurance, Process Engineering, Technology Transfer, Regulatory Affairs, Green Belt, Manufacturing, CAPA, DMAIC, Root Cause Analysis
Education
SUNY Stony Brook 2000 — 2004
Bachelor of Applied Science (B.A.Sc.), Business/Managerial Economics
Pfizer August 2006 - Present
Citi 2005 - 2006
Morgan Stanley Smith Barney 2003 - 2003
Skills
Lean Transformation, Lean Manufacturing, Lean Operations, Six Sigma, Innovation, Resource Modelling, Project Management, Strategic Planning, Operational Excellence, Risk Assessment, Compliance, Employee Engagement, Business Transformation, Change Management, Program Management, Validation, V&V, Computer System..., FDA, Process Improvement, Quality Management, Project Portfolio..., Sop, Process Simulation, Cross-functional Team..., 21 CFR Part 11, Business Process..., Vendor Management, SAP, Change Control, Risk Management, GxP, Continuous Improvement, Data Analysis, Auditing, Pharmaceutical Industry, Biotechnology, Software Documentation, Quality Auditing, Quality System, GMP, Quality Assurance, Process Engineering, Technology Transfer, Regulatory Affairs, Green Belt, Manufacturing, CAPA, DMAIC, Root Cause Analysis
Education
SUNY Stony Brook 2000 — 2004
Bachelor of Applied Science (B.A.Sc.), Business/Managerial Economics
Steve Wollins's Morgan Stanley Smith Barney Experience September 2001 - Present
Job Vice President Wealth Management at Morgan Stanley Smith Barney
Industry
Experience
Morgan Stanley Smith Barney September 2001 - Present
Education
State University of New York at Oswego 1972 — 1976
Bachelor of Science (B.S.), Business Administration and Management, General
Morgan Stanley Smith Barney September 2001 - Present
Education
State University of New York at Oswego 1972 — 1976
Bachelor of Science (B.S.), Business Administration and Management, General
James Matassa's Morgan Stanley Smith Barney Experience July 2012 - August 2012
Job Student at State University of New York College at Oswego
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2012 - August 2012
American Eagle Outfitters May 2011 - August 2011
Hellman Construction June 2009 - August 2009
Macys September 2008 - January 2009
Skills
Microsoft Excel, Microsoft Word, Public Speaking, PowerPoint, Photoshop, Strategy, vast eduacational..., Bloomberg Terminal, stock-trak
Education
SUNY Oswego 2010 — 2014
Bachelor of Applied Science (BASc), Finance
Morgan Stanley Smith Barney July 2012 - August 2012
American Eagle Outfitters May 2011 - August 2011
Hellman Construction June 2009 - August 2009
Macys September 2008 - January 2009
Skills
Microsoft Excel, Microsoft Word, Public Speaking, PowerPoint, Photoshop, Strategy, vast eduacational..., Bloomberg Terminal, stock-trak
Education
SUNY Oswego 2010 — 2014
Bachelor of Applied Science (BASc), Finance
Anastasia Ondek Anastasia Ondek's Morgan Stanley Smith Barney Experience October 2011 - February 2013
Job First Vice President | Associate Regional Risk Officer at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Morgan Stanley October 2012 - April 2014
Morgan Stanley Smith Barney October 2011 - February 2013
Morgan Stanley Smith Barney March 2010 - October 2011
Morgan Stanley Smith Barney July 2004 - March 2010
Education
SUNY Fredonia 1998 — 2002
BFA, Acting
Morgan Stanley May 2014 - Present
Morgan Stanley October 2012 - April 2014
Morgan Stanley Smith Barney October 2011 - February 2013
Morgan Stanley Smith Barney March 2010 - October 2011
Morgan Stanley Smith Barney July 2004 - March 2010
Education
SUNY Fredonia 1998 — 2002
BFA, Acting
Sandra Anderson-DeLo Sandra Anderson-DeLo's Morgan Stanley Smith Barney Experience September 1995 - July 2014
Job Senior Consultant at Stonehill Partners Consulting
Industry Information Technology and Services
Experience
Stonehill Partners Consulting, LLC July 2014 - Present
Citi 1995 - Present
Cool Cat Charters 2007 - 2015
Morgan Stanley Smith Barney September 1995 - July 2014
Seer Technologies 1992 - 1995
Education
Stevens Institute of Technology 1999 — 2001
MS, Information Management
La Marque High School 1981 — 1985
Southwest Texas State University
The University of Texas at Austin - Red McCombs School of Business
BA, Information Technology
Stonehill Partners Consulting, LLC July 2014 - Present
Citi 1995 - Present
Cool Cat Charters 2007 - 2015
Morgan Stanley Smith Barney September 1995 - July 2014
Seer Technologies 1992 - 1995
Education
Stevens Institute of Technology 1999 — 2001
MS, Information Management
La Marque High School 1981 — 1985
Southwest Texas State University
The University of Texas at Austin - Red McCombs School of Business
BA, Information Technology
John Galante, Jr. John Galante, Jr.'s Morgan Stanley Smith Barney Experience March 2008 - March 2012
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
The Hillsborough Education Foundation October 2012 - Present
Morgan Stanley March 2012 - January 2013
Morgan Stanley Smith Barney March 2008 - March 2012
Grant Thornton March 2006 - March 2008
Pershing, LLC May 1997 - March 2006
Skills
Relationship Management, Program Management, Product Management, Project Management, Process Improvement, Technology Platforms, Sales, Equities, Series 7, Series 9, Series 10, Securities, Fixed Income, Risk Management, Operational Risk, Vendor Management, Vendor Relationships, Operations Management
Education
New York University - Leonard N. Stern School of Business 2003 — 2006
MBA, Corporate Finance
Stevens Institute of Technology 2000 — 2002
MS, Technology Management
Stevens Institute of Technology 1994 — 1999
B.E, Engineering Management
Morgan Stanley January 2013 - Present
The Hillsborough Education Foundation October 2012 - Present
Morgan Stanley March 2012 - January 2013
Morgan Stanley Smith Barney March 2008 - March 2012
Grant Thornton March 2006 - March 2008
Pershing, LLC May 1997 - March 2006
Skills
Relationship Management, Program Management, Product Management, Project Management, Process Improvement, Technology Platforms, Sales, Equities, Series 7, Series 9, Series 10, Securities, Fixed Income, Risk Management, Operational Risk, Vendor Management, Vendor Relationships, Operations Management
Education
New York University - Leonard N. Stern School of Business 2003 — 2006
MBA, Corporate Finance
Stevens Institute of Technology 2000 — 2002
MS, Technology Management
Stevens Institute of Technology 1994 — 1999
B.E, Engineering Management
Marsha Tepper, CEP Marsha Tepper, CEP's Morgan Stanley Smith Barney Experience June 2009 - June 2011
Job Managing Director, Consulting Services at CompIntelligence
Industry Information Technology and Services
Experience
CompIntelligence August 2011 - Present
Morgan Stanley Smith Barney June 2009 - June 2011
Morgan Stanley October 2005 - June 2009
Transcentive 2001 - 2005
Skills
Equity Compensation, Stock Plan Administraton, "Best Practice"..., Equities, Options, Performance Awards, Series 7, Stocks, Securities, Wealth Management, Training, Risk Management, Financial Services, Management, Incentive Programs, Executive Pay, Mergers & Acquisitions, Alternative Investments, Relationship Management, Process Improvement, Vendor Management
Education
SUNY New Paltz
SUNY Stony Brook
CompIntelligence August 2011 - Present
Morgan Stanley Smith Barney June 2009 - June 2011
Morgan Stanley October 2005 - June 2009
Transcentive 2001 - 2005
Skills
Equity Compensation, Stock Plan Administraton, "Best Practice"..., Equities, Options, Performance Awards, Series 7, Stocks, Securities, Wealth Management, Training, Risk Management, Financial Services, Management, Incentive Programs, Executive Pay, Mergers & Acquisitions, Alternative Investments, Relationship Management, Process Improvement, Vendor Management
Education
SUNY New Paltz
SUNY Stony Brook
Chris Hempel, CFA's Morgan Stanley Smith Barney Experience July 2007 - January 2011
Job Vice President, Senior Institutional Client Advisor at PNC
Industry Financial Services
Experience
PNC February 2011 - Present
Morgan Stanley Smith Barney July 2007 - January 2011
Touchstone Investments September 2005 - June 2007
Smith Barney September 1998 - August 2005
Smith Barney Consulting Group May 1996 - August 1998
Skills
Portfolio Management, Performance Attribution, Due Diligence, Institutional, Asset Allocation, Performance Measurement, Institutional Investors, Investment Policy, Fund Analysis, Risk Management, Mutual Funds, ETFs, Factset, Portfolio Strategy, Excel, PowerPoint, Morningstar, Thomson One, Investment Strategies
Education
State University of New York College at Buffalo
BS, Business Administration/Finance
PNC February 2011 - Present
Morgan Stanley Smith Barney July 2007 - January 2011
Touchstone Investments September 2005 - June 2007
Smith Barney September 1998 - August 2005
Smith Barney Consulting Group May 1996 - August 1998
Skills
Portfolio Management, Performance Attribution, Due Diligence, Institutional, Asset Allocation, Performance Measurement, Institutional Investors, Investment Policy, Fund Analysis, Risk Management, Mutual Funds, ETFs, Factset, Portfolio Strategy, Excel, PowerPoint, Morningstar, Thomson One, Investment Strategies
Education
State University of New York College at Buffalo
BS, Business Administration/Finance
KERRIE HANNON KERRIE HANNON's Morgan Stanley Smith Barney Experience December 2005 - February 2010
Job Office Administrator / Focused Wealth Management.
Industry Financial Services
Experience
Focused Wealth Management / Securities America Inc. August 2012 - Present
HIGH TOWER ADVISORS/STRATA WEALTH MANAGEMENT February 2010 - August 2012
Morgan Stanley Smith Barney December 2005 - February 2010
Northwestern Mutaul Life Insurance Company October 2004 - November 2005
Education
State University of New York College at Brockport 1975 — 1978
Liberal Arts
Focused Wealth Management / Securities America Inc. August 2012 - Present
HIGH TOWER ADVISORS/STRATA WEALTH MANAGEMENT February 2010 - August 2012
Morgan Stanley Smith Barney December 2005 - February 2010
Northwestern Mutaul Life Insurance Company October 2004 - November 2005
Education
State University of New York College at Brockport 1975 — 1978
Liberal Arts
Adelaide Andrews Adelaide Andrews's Morgan Stanley Smith Barney Experience July 2009 - June 2010
Job Analyst at DiNapoli Capital Partners
Industry Real Estate
Experience
DiNapoli Capital Partners December 2014 - Present
PIMCO November 2010 - April 2014
Morgan Stanley Smith Barney July 2009 - June 2010
Convergent Wealth Advisors September 2008 - May 2009
Skills
Series 7, Mutual Funds, Chartered Financial..., Asset Management, Wealth Management, Investment Strategies, ETFs, Fixed Income, Asset Allocation, Alternative Investments, Equities, Investment Management, Portfolio Management, Securities, Investment Advisory, Investments, Financial Modeling, Hedge Funds
Education
SUNY Geneseo 2005 — 2009
Bachelor of Science (BS), Business Administration and Management, General
DiNapoli Capital Partners December 2014 - Present
PIMCO November 2010 - April 2014
Morgan Stanley Smith Barney July 2009 - June 2010
Convergent Wealth Advisors September 2008 - May 2009
Skills
Series 7, Mutual Funds, Chartered Financial..., Asset Management, Wealth Management, Investment Strategies, ETFs, Fixed Income, Asset Allocation, Alternative Investments, Equities, Investment Management, Portfolio Management, Securities, Investment Advisory, Investments, Financial Modeling, Hedge Funds
Education
SUNY Geneseo 2005 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Patrick McGlashan Patrick McGlashan's Morgan Stanley Smith Barney Experience 1993 - 1994
Job McGlashan Law Firm, P.C. Managing Partner
Industry Legal Services
Experience
McGlashan Law Firm, P.C. 2011 - Present
Alpha Chamber of Commerce, Inc. January 2012 - Present
Sullivan & Cromwell LLP 2006 - 2011
Ameriprise Financial Services, Inc. 1998 - 2006
Boutique Brokerage Firms 1994 - 1998
New York Army National Guard 1990 - 1996
Morgan Stanley Smith Barney 1993 - 1994
Skills
Securities, Strategic Financial..., Corporate Governance, Intellectual Property, Not for Profit, Public Finance
Education
Touro College Jacob D. Fuchsberg Law Center
J.D., summa cum laude, Law
SUNY Oneonta
B.S., Business, Economics and Finance
McGlashan Law Firm, P.C. 2011 - Present
Alpha Chamber of Commerce, Inc. January 2012 - Present
Sullivan & Cromwell LLP 2006 - 2011
Ameriprise Financial Services, Inc. 1998 - 2006
Boutique Brokerage Firms 1994 - 1998
New York Army National Guard 1990 - 1996
Morgan Stanley Smith Barney 1993 - 1994
Skills
Securities, Strategic Financial..., Corporate Governance, Intellectual Property, Not for Profit, Public Finance
Education
Touro College Jacob D. Fuchsberg Law Center
J.D., summa cum laude, Law
SUNY Oneonta
B.S., Business, Economics and Finance
Brandon McFarlane Brandon McFarlane's Morgan Stanley Smith Barney Experience February 2011 - May 2011
Job Commercial Loan Officer, AVP at People's United Bank
Industry Banking
Experience
People's United Bank April 2013 - Present
People's United Bank September 2011 - April 2013
Morgan Stanley Smith Barney February 2011 - May 2011
Capital One Bank May 2010 - August 2010
Lake of Isles Golf May 2008 - August 2009
Skills
Banking, PowerPoint, Credit, Loans, Financial Analysis, Microsoft Excel, Underwriting, Microsoft Word, Commercial Lending, Financial Reporting, Portfolio Management, Finance, Commercial Banking, Credit Analysis, Customer Service, Microsoft Office
Education
Stonehill College
Bachelor of Science, Business Administration; Finance
Scuola Lorenzo di' Medici
People's United Bank April 2013 - Present
People's United Bank September 2011 - April 2013
Morgan Stanley Smith Barney February 2011 - May 2011
Capital One Bank May 2010 - August 2010
Lake of Isles Golf May 2008 - August 2009
Skills
Banking, PowerPoint, Credit, Loans, Financial Analysis, Microsoft Excel, Underwriting, Microsoft Word, Commercial Lending, Financial Reporting, Portfolio Management, Finance, Commercial Banking, Credit Analysis, Customer Service, Microsoft Office
Education
Stonehill College
Bachelor of Science, Business Administration; Finance
Scuola Lorenzo di' Medici
Dylan Kordic Dylan Kordic's Morgan Stanley Smith Barney Experience June 2009 - September 2009
Job Hedge Fund Analyst at Dorsal Capital Management, LLC
Industry Investment Management
Experience
Dorsal Capital Management, LLC July 2015 - Present
Perella Weinberg Partners August 2012 - June 2015
Stanford University September 2008 - June 2012
Perella Weinberg Partners June 2011 - August 2011
Western Asset Management June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - September 2009
Skills
Financial Modeling, Investments, Mergers, Data Analysis, Valuation, Microsoft Excel, PowerPoint, Research, Economics, Entrepreneurship, Social Media, Financial Analysis, Mergers & Acquisitions, Finance, Accounting, Blue Sky Thinking, White Hat, Team Spirit, Friendly Personality, Dog Behavior, Phone Etiquette, Music Videos, Outdoor Recreation, Loving Life, Quality Auditing
Education
Stanford University 2008 — 2012
B.S, Management Science & Engineering; Financial and Decision Engineering
Mira Costa High School 2004 — 2008
Valedictorian
Dorsal Capital Management, LLC July 2015 - Present
Perella Weinberg Partners August 2012 - June 2015
Stanford University September 2008 - June 2012
Perella Weinberg Partners June 2011 - August 2011
Western Asset Management June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - September 2009
Skills
Financial Modeling, Investments, Mergers, Data Analysis, Valuation, Microsoft Excel, PowerPoint, Research, Economics, Entrepreneurship, Social Media, Financial Analysis, Mergers & Acquisitions, Finance, Accounting, Blue Sky Thinking, White Hat, Team Spirit, Friendly Personality, Dog Behavior, Phone Etiquette, Music Videos, Outdoor Recreation, Loving Life, Quality Auditing
Education
Stanford University 2008 — 2012
B.S, Management Science & Engineering; Financial and Decision Engineering
Mira Costa High School 2004 — 2008
Valedictorian
Peter Stonecipher Peter Stonecipher's Morgan Stanley Smith Barney Experience June 2009 - April 2010
Job Financial Services consultant
Industry Financial Services
Experience
JPMorgan Chase February 2014 - March 2015
Citi Private Bank April 2010 - August 2013
Morgan Stanley Smith Barney June 2009 - April 2010
Citi Global Wealth Management 2002 - 2009
Goldman Sachs February 1999 - February 2002
Skills
Alternative Investments, Wealth Management, Equities, Banking, Fixed Income, Portfolio Management, Investments, Strategy, Asset Allocation, Financial Services, Hedge Funds, Securities, Capital Markets, Financial Risk
Education
Stanford University Graduate School of Business 2004 — 2004
Executive Education, Management
State University of New York College at Potsdam
JPMorgan Chase February 2014 - March 2015
Citi Private Bank April 2010 - August 2013
Morgan Stanley Smith Barney June 2009 - April 2010
Citi Global Wealth Management 2002 - 2009
Goldman Sachs February 1999 - February 2002
Skills
Alternative Investments, Wealth Management, Equities, Banking, Fixed Income, Portfolio Management, Investments, Strategy, Asset Allocation, Financial Services, Hedge Funds, Securities, Capital Markets, Financial Risk
Education
Stanford University Graduate School of Business 2004 — 2004
Executive Education, Management
State University of New York College at Potsdam
Julianne Pepe's Morgan Stanley Smith Barney Experience July 2011 - June 2014
Job Executive Assistant at Beechwood Re Holdings, Inc.
Industry Financial Services
Experience
Beechwood Re June 2014 - Present
Morgan Stanley Smith Barney July 2011 - June 2014
Morgan Stanley Smith Barney January 2010 - July 2011
Active International January 2009 - January 2010
Countrywide Full Spectrum Lending May 2007 - June 2007
Education
State University of New York College at Cortland 2004 — 2008
Bachelor of Arts, Major in Communication Studies, Marketing; Minor in Business Management
Beechwood Re June 2014 - Present
Morgan Stanley Smith Barney July 2011 - June 2014
Morgan Stanley Smith Barney January 2010 - July 2011
Active International January 2009 - January 2010
Countrywide Full Spectrum Lending May 2007 - June 2007
Education
State University of New York College at Cortland 2004 — 2008
Bachelor of Arts, Major in Communication Studies, Marketing; Minor in Business Management
Richard Mazur Richard Mazur's Morgan Stanley Smith Barney Experience September 2006 - August 2010
Job Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2010 - Present
Morgan Stanley Smith Barney September 2006 - August 2010
Merrill Lynch July 1995 - September 2006
Skills
Risk Management, Retirement Planning, Investment planning, Retirement Income..., Investment Strategies, Wealth Preservation..., Multi-generational..., Deferred Compensation, 401k Rollovers, Fixed Income Strategies, Insurance, Asset Allocation, Business Owner Planning, Estate Investment..., Financial Advisory, Tax-Efficient Strategies, Stock Analysis, Mutual Funds, Annuities, Bonds, Alternative Investments, Finance, Investments, Financial Services, Portfolio Management, Investment Advisory
Education
Stony Brook University
Bachelors
Wells Fargo Advisors, LLC August 2010 - Present
Morgan Stanley Smith Barney September 2006 - August 2010
Merrill Lynch July 1995 - September 2006
Skills
Risk Management, Retirement Planning, Investment planning, Retirement Income..., Investment Strategies, Wealth Preservation..., Multi-generational..., Deferred Compensation, 401k Rollovers, Fixed Income Strategies, Insurance, Asset Allocation, Business Owner Planning, Estate Investment..., Financial Advisory, Tax-Efficient Strategies, Stock Analysis, Mutual Funds, Annuities, Bonds, Alternative Investments, Finance, Investments, Financial Services, Portfolio Management, Investment Advisory
Education
Stony Brook University
Bachelors
Thomas O'Reilly's Morgan Stanley Smith Barney Experience June 2005 - January 2012
Job
Industry Financial Services
Experience
PNC Wealth Management January 2012 - Present
Morgan Stanley Smith Barney June 2005 - January 2012
Prudential Securities/Wachovia Securities May 1998 - June 2005
Goal Systems 1990 - 1993
Coopers & Lybrand 1985 - 1990
Education
Stanford University 1981 — 1985
BA
Orange High School (Pepper Pike, OH) 1977 — 1981
PNC Wealth Management January 2012 - Present
Morgan Stanley Smith Barney June 2005 - January 2012
Prudential Securities/Wachovia Securities May 1998 - June 2005
Goal Systems 1990 - 1993
Coopers & Lybrand 1985 - 1990
Education
Stanford University 1981 — 1985
BA
Orange High School (Pepper Pike, OH) 1977 — 1981
Neil O' Donnell's Morgan Stanley Smith Barney Experience 1992 - May 2012
Job Executive Director
Industry Information Technology and Services
Experience
J.P. Morgan June 2012 - Present
Morgan Stanley Smith Barney 1992 - May 2012
Education
Stevens Institute of Technology 1979 — 1983
J.P. Morgan June 2012 - Present
Morgan Stanley Smith Barney 1992 - May 2012
Education
Stevens Institute of Technology 1979 — 1983
John Zaro's Morgan Stanley Smith Barney Experience 1980 - 1983
Job Managing Partner and Owner of Bourgeon Capital
Industry Investment Management
Experience
Bourgeon Capital January 2000 - Present
Bourgeon Capital 2000 - Present
Warburg Pincus Asset Management 1998 - 1999
JPMorgan Chase 1991 - 1997
Morgan Stanley 1984 - 1991
Jefferies & Company 1983 - 1984
Morgan Stanley Smith Barney 1980 - 1983
Education
Stanford University 1977 — 1980
Bachelor of Arts (BA), Economics and Political Science
Bourgeon Capital January 2000 - Present
Bourgeon Capital 2000 - Present
Warburg Pincus Asset Management 1998 - 1999
JPMorgan Chase 1991 - 1997
Morgan Stanley 1984 - 1991
Jefferies & Company 1983 - 1984
Morgan Stanley Smith Barney 1980 - 1983
Education
Stanford University 1977 — 1980
Bachelor of Arts (BA), Economics and Political Science
Don Lang's Morgan Stanley Smith Barney Experience November 1999 - February 2004
Job Associate Director of Planned Giving at Colgate University
Industry Marketing and Advertising
Experience
Colgate University September 2012 - Present
Union College 2007 - September 2012
St. Clare's Hospital Foundation February 2005 - May 2007
St. Clare's Hospital Foundation February 2004 - February 2005
Morgan Stanley Smith Barney November 1999 - February 2004
Tri-City Micrographics, Inc. 1989 - 1997
Skills
Non-profits, Program Development, Fundraising, Volunteer Management, Community Outreach, Nonprofits, Strategic Planning, Higher Education, Microsoft Office, Public Speaking, Research, Annual Giving, Grant Writing, Communication, Customer Service, Planned Giving, Philanthropy, Alumni Relations, Public Relations, Networking, Event Planning, Grants, Stewardship, Storytelling
Education
State University of New York at Oswego 1975 — 1979
Bachelor's degree, Business Administration
Colgate University September 2012 - Present
Union College 2007 - September 2012
St. Clare's Hospital Foundation February 2005 - May 2007
St. Clare's Hospital Foundation February 2004 - February 2005
Morgan Stanley Smith Barney November 1999 - February 2004
Tri-City Micrographics, Inc. 1989 - 1997
Skills
Non-profits, Program Development, Fundraising, Volunteer Management, Community Outreach, Nonprofits, Strategic Planning, Higher Education, Microsoft Office, Public Speaking, Research, Annual Giving, Grant Writing, Communication, Customer Service, Planned Giving, Philanthropy, Alumni Relations, Public Relations, Networking, Event Planning, Grants, Stewardship, Storytelling
Education
State University of New York at Oswego 1975 — 1979
Bachelor's degree, Business Administration
Lawrence Goldstein's Morgan Stanley Smith Barney Experience January 1999 - February 2014
Job Vice President / Business Analyst at Bank of America
Industry Financial Services
Experience
Bank of America July 2014 - Present
Morgan Stanley/ Smith Barney January 1999 - February 2014
Chubb Professional Resources May 1998 - January 1999
Skills
Business Analysis, Financial Services, SDLC, Wealth Management, Risk Management, Requirements Gathering, PMO, Program Management, Vendor Management, Business Intelligence, Insurance, IT Strategy, Requirements Analysis, Project Portfolio..., Business Requirements, COBOL, SQL DB2, JCL, CICS, Microsoft Word, Microsoft Excel, Microsoft Office, Problem Solving, Analytics, Mainframe
Education
State University of New York College at Plattsburgh
Bachelor of Science (B.S.), Political Science & History
Chubb Professional Resources
Computer Programming/Programmer, General
Bank of America July 2014 - Present
Morgan Stanley/ Smith Barney January 1999 - February 2014
Chubb Professional Resources May 1998 - January 1999
Skills
Business Analysis, Financial Services, SDLC, Wealth Management, Risk Management, Requirements Gathering, PMO, Program Management, Vendor Management, Business Intelligence, Insurance, IT Strategy, Requirements Analysis, Project Portfolio..., Business Requirements, COBOL, SQL DB2, JCL, CICS, Microsoft Word, Microsoft Excel, Microsoft Office, Problem Solving, Analytics, Mainframe
Education
State University of New York College at Plattsburgh
Bachelor of Science (B.S.), Political Science & History
Chubb Professional Resources
Computer Programming/Programmer, General
Nancy Desai, PMP's Morgan Stanley Smith Barney Experience June 2008 - February 2010
Job Project Manager
Industry Financial Services
Experience
Citigroup February 2012 - Present
Citigroup February 2010 - January 2012
Morgan Stanley Smith Barney June 2008 - February 2010
Citigroup August 2005 - June 2008
Citigroup June 2004 - August 2005
SEB Asset Management December 2003 - June 2004
Liz Claiborne May 2003 - August 2003
Stevens Institute of Technology 2001 - 2003
Skills
Business Analysis, SDLC, PMP, MS Project, Process Engineering, Requirements Gathering, Program Management, Requirements Analysis, Software Project..., Customer Relations, Process Improvement, SharePoint, Change Management, Analysis, Strategic Planning, Data Analysis, Integration, IT Strategy, Business Strategy, Management Consulting, Business Process..., Vendor Management, Risk Management, Visio, Business Requirements, Project Portfolio..., Business Intelligence, Business Process, Enterprise Architecture, IT Management
Education
Stevens Institute of Technology 2002 — 2005
Master of Science, Technology Management
Stevens Institute of Technology 2001 — 2005
Bachelor of Science in Business & Technology
Citigroup February 2012 - Present
Citigroup February 2010 - January 2012
Morgan Stanley Smith Barney June 2008 - February 2010
Citigroup August 2005 - June 2008
Citigroup June 2004 - August 2005
SEB Asset Management December 2003 - June 2004
Liz Claiborne May 2003 - August 2003
Stevens Institute of Technology 2001 - 2003
Skills
Business Analysis, SDLC, PMP, MS Project, Process Engineering, Requirements Gathering, Program Management, Requirements Analysis, Software Project..., Customer Relations, Process Improvement, SharePoint, Change Management, Analysis, Strategic Planning, Data Analysis, Integration, IT Strategy, Business Strategy, Management Consulting, Business Process..., Vendor Management, Risk Management, Visio, Business Requirements, Project Portfolio..., Business Intelligence, Business Process, Enterprise Architecture, IT Management
Education
Stevens Institute of Technology 2002 — 2005
Master of Science, Technology Management
Stevens Institute of Technology 2001 — 2005
Bachelor of Science in Business & Technology
Kevin LeBlanc's Morgan Stanley Smith Barney Experience March 1998 - August 2010
Job Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley March 1998 - Present
Morgan Stanley Smith Barney March 1998 - August 2010
Education
State University of New York College at Cortland
Morgan Stanley March 1998 - Present
Morgan Stanley Smith Barney March 1998 - August 2010
Education
State University of New York College at Cortland
Denise Waeschle's Morgan Stanley Smith Barney Experience February 1992 - Present
Job VP/Manager at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 1992 - Present
Education
Stockton University 1987 — 1991
BA, Business
Morgan Stanley Smith Barney February 1992 - Present
Education
Stockton University 1987 — 1991
BA, Business
Pamela Crumpton CEP's Morgan Stanley Smith Barney Experience 2001 - Present
Job Service Delivery Manager/ Morgan StanleyCorporate Equity Solutions
Industry Financial Services
Experience
Morgan Stanley/Corporate Equity Solutions January 2014 - Present
Morgan Stanley Smith Barney 2001 - Present
Morgan Stanely /Corporate Equity Solutions July 2006 - December 2013
Citi Smith Barney /Stockplan Services January 2001 - June 2006
Education
State University of New York at Buffalo - School of Management 1980 — 1984
bs, business administration
Morgan Stanley/Corporate Equity Solutions January 2014 - Present
Morgan Stanley Smith Barney 2001 - Present
Morgan Stanely /Corporate Equity Solutions July 2006 - December 2013
Citi Smith Barney /Stockplan Services January 2001 - June 2006
Education
State University of New York at Buffalo - School of Management 1980 — 1984
bs, business administration
Michael Boneta's Morgan Stanley Smith Barney Experience May 2008 - Present
Job Senior Systems Engineer
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney May 2008 - Present
Eclipsys March 2007 - May 2008
KeySpan Energy 2001 - 2007
Skills
VMware, Windows Server, Disaster Recovery, Integration, Virtualization, Networking, SQL, Management, Unix, Active Directory, VMware ESX, SDLC, Requirements Analysis, Enterprise Architecture, Microsoft SQL Server, Visio, Data Center, Citrix, IIS, ITIL, IT Management, Vendor Management, Servers, JUnit
Education
Computer Career Center 1999 — 2000
Certificate Diploma, Networking Specialist
Suffolk County Community College
Associate in Applied Science, Computer Information Technology
Morgan Stanley Smith Barney May 2008 - Present
Eclipsys March 2007 - May 2008
KeySpan Energy 2001 - 2007
Skills
VMware, Windows Server, Disaster Recovery, Integration, Virtualization, Networking, SQL, Management, Unix, Active Directory, VMware ESX, SDLC, Requirements Analysis, Enterprise Architecture, Microsoft SQL Server, Visio, Data Center, Citrix, IIS, ITIL, IT Management, Vendor Management, Servers, JUnit
Education
Computer Career Center 1999 — 2000
Certificate Diploma, Networking Specialist
Suffolk County Community College
Associate in Applied Science, Computer Information Technology
Michelle Blanchfield's Morgan Stanley Smith Barney Experience May 2007 - August 2013
Job IVR Business Analyst
Industry Information Technology and Services
Experience
Matlen Silver August 2013 - Present
Morgan Stanley Smith Barney May 2007 - August 2013
ADP 1994 - 2007
National Westminster Bank 1988 - 1994
Skills
Call Centers, Vendor Management, Call Center, Process Improvement, Financial Services, Payroll, Business Analysis, Risk Management, Management, SDLC, Business Process..., Integration, Wealth Management, Cross-functional Team..., Project Management
Education
Stevens Institute of Technology 1981 — 1985
Bachelor of Engineering (B.E.), Industrial Engineering
Brookfield High School 1979 — 1981
Lakeland High School 1977 — 1979
Matlen Silver August 2013 - Present
Morgan Stanley Smith Barney May 2007 - August 2013
ADP 1994 - 2007
National Westminster Bank 1988 - 1994
Skills
Call Centers, Vendor Management, Call Center, Process Improvement, Financial Services, Payroll, Business Analysis, Risk Management, Management, SDLC, Business Process..., Integration, Wealth Management, Cross-functional Team..., Project Management
Education
Stevens Institute of Technology 1981 — 1985
Bachelor of Engineering (B.E.), Industrial Engineering
Brookfield High School 1979 — 1981
Lakeland High School 1977 — 1979
Lisa Rosu's Morgan Stanley Smith Barney Experience October 2007 - 2010
Job Business Analyst
Industry Financial Services
Experience
Prospect Mortgage, LLC February 2013 - Present
Morgan Stanley Smith Barney October 2007 - 2010
American Home Mortgage 1996 - 2007
Education
Stony Brook University 1989 — 1992
Prospect Mortgage, LLC February 2013 - Present
Morgan Stanley Smith Barney October 2007 - 2010
American Home Mortgage 1996 - 2007
Education
Stony Brook University 1989 — 1992
David Ruiz, PMP®'s Morgan Stanley Smith Barney Experience April 2011 - April 2012
Job Senior Manager at Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas
Industry Financial Services
Experience
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas October 2012 - Present
Morgan Stanley Smith Barney April 2011 - April 2012
Bank of America September 2009 - March 2010
ICF Ironworks 2009 - 2010
Advanta February 2008 - September 2009
HSBC December 2002 - February 2008
Credit Suisse First Boston May 1999 - December 2002
Skills
Requirements Analysis, SDLC, Business Analysis, Software Project..., Business Process, Java, Oracle, SOA, Web Applications, IT Strategy, IT Service Management, Databases, CRM, Vendor Management, SQL, Project Delivery, JavaScript, C#, XML, Web Services, Data Warehousing, Integration, User Acceptance Testing, Architecture, Resource Management, Team Management, Scrum, PMO, Systems Analysis, Testing, PMP, Agile Methodologies, Banking, Cloud Computing, Business Process..., SharePoint, Microsoft SQL Server, Project Management, Quality Assurance, Business Intelligence, Strategic Planning, Software Development, Enterprise Architecture, Program Management, ITIL, IT Management, Visio, Risk Management, E-commerce, Business Requirements
Education
George Washington University School of Business 2006 — 2007
Masters Certificate in Project Management
Stevens Institute of Technology 1993 — 1999
BE, Computer Engineering
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas October 2012 - Present
Morgan Stanley Smith Barney April 2011 - April 2012
Bank of America September 2009 - March 2010
ICF Ironworks 2009 - 2010
Advanta February 2008 - September 2009
HSBC December 2002 - February 2008
Credit Suisse First Boston May 1999 - December 2002
Skills
Requirements Analysis, SDLC, Business Analysis, Software Project..., Business Process, Java, Oracle, SOA, Web Applications, IT Strategy, IT Service Management, Databases, CRM, Vendor Management, SQL, Project Delivery, JavaScript, C#, XML, Web Services, Data Warehousing, Integration, User Acceptance Testing, Architecture, Resource Management, Team Management, Scrum, PMO, Systems Analysis, Testing, PMP, Agile Methodologies, Banking, Cloud Computing, Business Process..., SharePoint, Microsoft SQL Server, Project Management, Quality Assurance, Business Intelligence, Strategic Planning, Software Development, Enterprise Architecture, Program Management, ITIL, IT Management, Visio, Risk Management, E-commerce, Business Requirements
Education
George Washington University School of Business 2006 — 2007
Masters Certificate in Project Management
Stevens Institute of Technology 1993 — 1999
BE, Computer Engineering
Karen Lally's Morgan Stanley Smith Barney Experience October 1998 - Present
Job Registered Associate at Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 1998 - Present
HJ Meyers August 1993 - September 1998
Fleet Bank August 1990 - August 1993
Education
Stony Brook University 1986 — 1990
Morgan Stanley Smith Barney October 1998 - Present
HJ Meyers August 1993 - September 1998
Fleet Bank August 1990 - August 1993
Education
Stony Brook University 1986 — 1990
Paul Cantillana's Morgan Stanley Smith Barney Experience December 2008 - October 2011
Job Product Manager Vice President
Industry Financial Services
Experience
E*TRADE Financial Corporation September 2013 - Present
Citi July 2004 - September 2013
Morgan Stanley Smith Barney December 2008 - October 2011
Morgan Stanley Smith Barney 2004 - October 2011
Citigroup 2004 - March 2006
Skills
Series 63, Wealth Management, Fixed Income, Equities, Mutual Funds, Uniform Combined State..., Portfolio Management, Securities, Banking, Asset Allocation, Product Management, Problem Solving, Building Relationships, Business Process..., Business Analysis, Relationship Management
Education
Stony Brook University 1994 — 1999
E*TRADE Financial Corporation September 2013 - Present
Citi July 2004 - September 2013
Morgan Stanley Smith Barney December 2008 - October 2011
Morgan Stanley Smith Barney 2004 - October 2011
Citigroup 2004 - March 2006
Skills
Series 63, Wealth Management, Fixed Income, Equities, Mutual Funds, Uniform Combined State..., Portfolio Management, Securities, Banking, Asset Allocation, Product Management, Problem Solving, Building Relationships, Business Process..., Business Analysis, Relationship Management
Education
Stony Brook University 1994 — 1999
Andrew De Liso's Morgan Stanley Smith Barney Experience September 2000 - August 2001
Job Senior Embedded Software Engineer at Persistent Systems, LLC
Industry Defense & Space
Experience
Persistent Systems, LLC February 2014 - Present
Computerized Elevator Control Corp. May 2011 - February 2014
ITT June 2010 - May 2011
BAE Systems June 2002 - June 2010
Morgan Stanley Smith Barney September 2000 - August 2001
Skills
Systems Engineering, Embedded Systems, Software Engineering, Integration, Testing, Software Development, C++, Linux, Embedded Software, System Architecture, C, Engineering, Requirements Analysis, Object Oriented Design, Java, RTOS, Software Design, System Design, Engineering Management, Program Management, Perl, Firmware, Hardware Architecture, Debugging, Earned Value Management, Distributed Systems, Telelogic DOORS, SQL, Requirements Management, ClearCase, Avionics, Device Drivers, FPGA, Aerospace, Embedded Linux, Unix, Architecture, Communication Systems, Analysis, TCP/IP, VxWorks, Configuration Management, Radar, System Requirements, Simulations, Digital Signal..., Technical Leadership, Architectures, Project Management, Systems Design
Education
Stevens Institute of Technology 2002 — 2007
ME, Systems Engineering
Stevens Institute of Technology 2002 — 2007
Graduate Certificate, Program Management
Stevens Institute of Technology 1998 — 2002
BE, Computer Engineering
Persistent Systems, LLC February 2014 - Present
Computerized Elevator Control Corp. May 2011 - February 2014
ITT June 2010 - May 2011
BAE Systems June 2002 - June 2010
Morgan Stanley Smith Barney September 2000 - August 2001
Skills
Systems Engineering, Embedded Systems, Software Engineering, Integration, Testing, Software Development, C++, Linux, Embedded Software, System Architecture, C, Engineering, Requirements Analysis, Object Oriented Design, Java, RTOS, Software Design, System Design, Engineering Management, Program Management, Perl, Firmware, Hardware Architecture, Debugging, Earned Value Management, Distributed Systems, Telelogic DOORS, SQL, Requirements Management, ClearCase, Avionics, Device Drivers, FPGA, Aerospace, Embedded Linux, Unix, Architecture, Communication Systems, Analysis, TCP/IP, VxWorks, Configuration Management, Radar, System Requirements, Simulations, Digital Signal..., Technical Leadership, Architectures, Project Management, Systems Design
Education
Stevens Institute of Technology 2002 — 2007
ME, Systems Engineering
Stevens Institute of Technology 2002 — 2007
Graduate Certificate, Program Management
Stevens Institute of Technology 1998 — 2002
BE, Computer Engineering
Jacqueline Lukasik (LaFache)'s Morgan Stanley Smith Barney Experience May 2011 - Present
Job Senior Client Service Associate
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2011 - Present
Bernstein Global Wealth Management November 1998 - May 2011
Bernstein Global Wealth Management November 1998 - May 2011
Education
State University of New York College at Oswego 1992 — 1996
BA, Spanish & Interpersonal Communications
State University of New York College at Oswego 1992 — 1996
BA, Spanish/Interpersonal Communications
Morgan Stanley Smith Barney May 2011 - Present
Bernstein Global Wealth Management November 1998 - May 2011
Bernstein Global Wealth Management November 1998 - May 2011
Education
State University of New York College at Oswego 1992 — 1996
BA, Spanish & Interpersonal Communications
State University of New York College at Oswego 1992 — 1996
BA, Spanish/Interpersonal Communications
Gregory Stephens's Morgan Stanley Smith Barney Experience October 2005 - December 2010
Job President/Owner at Stephens Investments and Wealth Management Solutions, LLC
Industry Financial Services
Experience
Stephens Investments and Wealth Management Solutions, LLC November 2010 - Present
Morgan Stanley Smith Barney October 2005 - December 2010
McDonald Investments, Inc March 1998 - October 2005
Bank One March 1993 - March 1998
Fleet Bank November 1986 - November 1992
Casual Male January 1985 - November 1986
Skills
401k Rollovers, Wealth Management..., Municipal Bonds, Investment Advisory, Asset Allocation, Investment Strategies, Wealth Management, Retirement Planning, Life & Health Insurance...
Education
State University of New York College at Fredonia 1980 — 1984
Bachelor of Science, Business Management & Organizational Behavior
Stephens Investments and Wealth Management Solutions, LLC November 2010 - Present
Morgan Stanley Smith Barney October 2005 - December 2010
McDonald Investments, Inc March 1998 - October 2005
Bank One March 1993 - March 1998
Fleet Bank November 1986 - November 1992
Casual Male January 1985 - November 1986
Skills
401k Rollovers, Wealth Management..., Municipal Bonds, Investment Advisory, Asset Allocation, Investment Strategies, Wealth Management, Retirement Planning, Life & Health Insurance...
Education
State University of New York College at Fredonia 1980 — 1984
Bachelor of Science, Business Management & Organizational Behavior
Mark Stevanovic's Morgan Stanley Smith Barney Experience March 2000 - February 2012
Job Senior VP / Branch Manager at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. February 2012 - Present
Morgan Stanley Smith Barney March 2000 - February 2012
Merrill Lynch 1997 - 2000
Education
State University of New York College at Geneseo 1992 — 1995
BA, Sociology
Robert W. Baird & Co. February 2012 - Present
Morgan Stanley Smith Barney March 2000 - February 2012
Merrill Lynch 1997 - 2000
Education
State University of New York College at Geneseo 1992 — 1995
BA, Sociology
Peter Palmieri's Morgan Stanley Smith Barney Experience September 1996 - January 1998
Job Senior VicePresident at Dreyfus
Industry Financial Services
Experience
Dreyfus March 2002 - Present
UBS June 1999 - March 2002
Deutsche Bank January 1998 - June 1999
Morgan Stanley Smith Barney September 1996 - January 1998
Skills
Series 7, Mutual Funds, Alternative Investments, Series 63
Education
State University of New York at Stony Brook 1992 — 1996
Bachelor of Arts
HS
Dreyfus March 2002 - Present
UBS June 1999 - March 2002
Deutsche Bank January 1998 - June 1999
Morgan Stanley Smith Barney September 1996 - January 1998
Skills
Series 7, Mutual Funds, Alternative Investments, Series 63
Education
State University of New York at Stony Brook 1992 — 1996
Bachelor of Arts
HS
Karen Lunder's Morgan Stanley Smith Barney Experience June 2009 - Present
Job Executive Director at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2009 - Present
Citi Smith Barney 1992 - 2009
Skills
Equities
Education
Stetson University 1986 — 1990
BBA, Finance
Morgan Stanley Smith Barney June 2009 - Present
Citi Smith Barney 1992 - 2009
Skills
Equities
Education
Stetson University 1986 — 1990
BBA, Finance
Neeyati Shah's Morgan Stanley Smith Barney Experience August 2008 - October 2011
Job Business Analyst
Industry Financial Services
Experience
Morgan Stanley Smith Barney August 2008 - October 2011
Citi July 2007 - July 2008
UBS June 2006 - August 2006
Skills
Financial Services, Business Analysis, Requirements Analysis, SDLC, Requirements Gathering, Business Process..., Vendor Management, Process Improvement, Risk Management, Analysis, Banking, Visio, Business Process, Software Documentation
Education
Harvard University 2012 — 2013
Professional Certificate, Strategic Management
Stevens Institute of Technology 2003 — 2007
Bachelors and Masters, Business and Technology, and Technology Management
Morgan Stanley Smith Barney August 2008 - October 2011
Citi July 2007 - July 2008
UBS June 2006 - August 2006
Skills
Financial Services, Business Analysis, Requirements Analysis, SDLC, Requirements Gathering, Business Process..., Vendor Management, Process Improvement, Risk Management, Analysis, Banking, Visio, Business Process, Software Documentation
Education
Harvard University 2012 — 2013
Professional Certificate, Strategic Management
Stevens Institute of Technology 2003 — 2007
Bachelors and Masters, Business and Technology, and Technology Management
wendy (gerber) dobin's Morgan Stanley Smith Barney Experience 2007 - Present
Job Registered Client Service Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2007 - Present
Morgan Stanley September 2003 - April 2007
Schwab Soundview Capital Markets February 1987 - October 2001
Skills
Series 7, Series 63, Series 24, Series 66, Equities, Uniform Combined State..., Equity Trading, Securities, ETFs, Hedge Funds, Mutual Funds, Capital Markets, Asset Allocation, Trading Strategies, Trading, Investments, FINRA, Bloomberg, Electronic Trading
Education
University of Maryland College Park 1977 — 1978
State University of New York College at Cortland 1974 — 1976
Recreation, Education
Morgan Stanley Smith Barney 2007 - Present
Morgan Stanley September 2003 - April 2007
Schwab Soundview Capital Markets February 1987 - October 2001
Skills
Series 7, Series 63, Series 24, Series 66, Equities, Uniform Combined State..., Equity Trading, Securities, ETFs, Hedge Funds, Mutual Funds, Capital Markets, Asset Allocation, Trading Strategies, Trading, Investments, FINRA, Bloomberg, Electronic Trading
Education
University of Maryland College Park 1977 — 1978
State University of New York College at Cortland 1974 — 1976
Recreation, Education
Andrew Numa's Morgan Stanley Smith Barney Experience December 2010 - December 2011
Job Mobile Developer for Morgan Stanley Wealth Management
Industry Information Technology and Services
Experience
Morgan Stanley Wealth Management December 2011 - Present
Morgan Stanley Smith Barney December 2010 - December 2011
Morgan Stanley Smith Barney June 2009 - December 2010
Citi July 2008 - June 2009
ADP May 2007 - July 2008
Datascope August 2006 - January 2007
ADP August 2005 - August 2006
Skills
JavaScript, Flex, Java, C#, Programming, Agile Methodologies, Solution Architecture
Education
Stevens Institute of Technology 2003 — 2008
Bachelor's of Engineering, Electrical Engineering
Morgan Stanley Wealth Management December 2011 - Present
Morgan Stanley Smith Barney December 2010 - December 2011
Morgan Stanley Smith Barney June 2009 - December 2010
Citi July 2008 - June 2009
ADP May 2007 - July 2008
Datascope August 2006 - January 2007
ADP August 2005 - August 2006
Skills
JavaScript, Flex, Java, C#, Programming, Agile Methodologies, Solution Architecture
Education
Stevens Institute of Technology 2003 — 2008
Bachelor's of Engineering, Electrical Engineering
Denise Kulak's Morgan Stanley Smith Barney Experience 1991 - 1998
Job Special Education Teaching Assistant. Certified Elementary Teacher seeking position in Grades 16.
Industry Education Management
Experience
Middletown High School September 2013 - Present
Boys and Girls Club of Newburgh November 2012 - June 2013
Literacy Orange November 2012 - June 2013
Monroe Woodbury Central School District September 2007 - November 2012
Hillcrest Intermediate School March 2010 - May 2010
Monroe Woodbury Central School District January 2010 - March 2010
Morgan Stanley Smith Barney 1991 - 1998
Mellon Securities Transfer Services 1989 - 1991
Mellon Securities Transfer Services 1987 - 1989
Skills
Teaching, Elementary Education, Curriculum Design, Lesson Planning, Assessment, Differentiated..., Team Leadership, Teamwork, Educational Technology, Smartboard, Interactive Whiteboard, Notebook, High Tech, Learning Theory, Critical Thinking, Mentoring, Learning, Eager Learner, Academic Writing, Research, Scholarly Research, Academic Achievement, Report Writing, Web Design, Digital Art, Visual Learning, Visual Literacy, Visual Communication, Information Design, Graphic Design, Wordpress, Adobe Creative Suite, InDesign, Photoshop, Illustrator, Digital Libraries, Visual Arts, Distance Learning, Emerging Technologies, Social Media, Twitter, LinkedIn, Facebook, Tumblr, Classroom, Instructional Design
Education
State University of New York at New Paltz 2008 — 2010
Master of Science in Teaching, Childhood Education (1-6)
State University of New York at New Paltz 2005 — 2007
Bachelor of Arts (B.A.), Art History, 3.98
Peekskill Center for Digital Arts
Certificate Studies, Digital Arts
Middletown High School September 2013 - Present
Boys and Girls Club of Newburgh November 2012 - June 2013
Literacy Orange November 2012 - June 2013
Monroe Woodbury Central School District September 2007 - November 2012
Hillcrest Intermediate School March 2010 - May 2010
Monroe Woodbury Central School District January 2010 - March 2010
Morgan Stanley Smith Barney 1991 - 1998
Mellon Securities Transfer Services 1989 - 1991
Mellon Securities Transfer Services 1987 - 1989
Skills
Teaching, Elementary Education, Curriculum Design, Lesson Planning, Assessment, Differentiated..., Team Leadership, Teamwork, Educational Technology, Smartboard, Interactive Whiteboard, Notebook, High Tech, Learning Theory, Critical Thinking, Mentoring, Learning, Eager Learner, Academic Writing, Research, Scholarly Research, Academic Achievement, Report Writing, Web Design, Digital Art, Visual Learning, Visual Literacy, Visual Communication, Information Design, Graphic Design, Wordpress, Adobe Creative Suite, InDesign, Photoshop, Illustrator, Digital Libraries, Visual Arts, Distance Learning, Emerging Technologies, Social Media, Twitter, LinkedIn, Facebook, Tumblr, Classroom, Instructional Design
Education
State University of New York at New Paltz 2008 — 2010
Master of Science in Teaching, Childhood Education (1-6)
State University of New York at New Paltz 2005 — 2007
Bachelor of Arts (B.A.), Art History, 3.98
Peekskill Center for Digital Arts
Certificate Studies, Digital Arts
Mary Bateman-Ferry's Morgan Stanley Smith Barney Experience April 2011 - Present
Job Senior CSA at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2011 - Present
Morgan Stanley Smith Barney April 2011 - Present
Morgan Stanley Wealth Management April 2011 - Present
Skills
Microsoft Excel, Customer Service, Series 7
Education
SUNY Oswego 1974 — 1978
Communications, Broadcasting
Morgan Stanley Smith Barney April 2011 - Present
Morgan Stanley Smith Barney April 2011 - Present
Morgan Stanley Wealth Management April 2011 - Present
Skills
Microsoft Excel, Customer Service, Series 7
Education
SUNY Oswego 1974 — 1978
Communications, Broadcasting
William Givens's Morgan Stanley Smith Barney Experience June 2009 - Present
Job Executive Director/Products Compliance at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2009 - Present
Smith Barney August 2004 - June 2009
New York Life Insurance Company June 2000 - August 2004
AIG Royal Alliance June 1997 - June 2000
Skills
Compliance, Series 7, Series 24, Series 53, Series 79, Series 63, Mutual Funds, ETFs, Annuities, Structured Products, Insurance, Alternative Investments, Hedge Funds, Private Equity, 529 Plans, ESOP
Education
State University of New York College at Cortland 1992 — 1996
Bachelor of Science, Economics
Morgan Stanley Smith Barney June 2009 - Present
Smith Barney August 2004 - June 2009
New York Life Insurance Company June 2000 - August 2004
AIG Royal Alliance June 1997 - June 2000
Skills
Compliance, Series 7, Series 24, Series 53, Series 79, Series 63, Mutual Funds, ETFs, Annuities, Structured Products, Insurance, Alternative Investments, Hedge Funds, Private Equity, 529 Plans, ESOP
Education
State University of New York College at Cortland 1992 — 1996
Bachelor of Science, Economics
Robert Seiden's Morgan Stanley Smith Barney Experience September 2011 - October 2012
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2012 - Present
Morgan Stanley Smith Barney September 2011 - October 2012
NY Life June 2010 - September 2011
Medartis Inc September 2009 - June 2010
Greater New York Hospital Association October 2008 - September 2009
Cardinal Health November 2004 - August 2008
Cardinal Health November 2004 - November 2006
Pharma Logistics August 2003 - November 2004
EXP Pharmaceutical Services Corp January 1997 - August 2003
Skills
Strategy, Leadership, Series 7, Six Sigma, CRM, Lean Manufacturing, Asset Allocation, Long Term Care Insurance, Management, Investments, Insurance Brokerage, Uniform Combined State..., Personal Financial..., Process Improvement, Business Development, Selling, Sales Operations, Finance, Mortgage Lending, New Business Development, Training, Sales, Marketing, Budgets, Retirement Planning, Negotiation, Marketing Strategy, Annuity Sales, FINRA, Strategic Financial..., Retirement, Vendor Management, Fixed Annuities, Insurance, Pricing, Series 66, Life & Health Licensed, Series 31, Lean Six Sigma - Sponsor, Social Security Planning
Education
Stockton University 1994 — 1996
BA, Business Management
Atlantic Community College 1992 — 1994
AS, Business Administration
College of Financial Planning
CRPC
Merrill Lynch October 2012 - Present
Morgan Stanley Smith Barney September 2011 - October 2012
NY Life June 2010 - September 2011
Medartis Inc September 2009 - June 2010
Greater New York Hospital Association October 2008 - September 2009
Cardinal Health November 2004 - August 2008
Cardinal Health November 2004 - November 2006
Pharma Logistics August 2003 - November 2004
EXP Pharmaceutical Services Corp January 1997 - August 2003
Skills
Strategy, Leadership, Series 7, Six Sigma, CRM, Lean Manufacturing, Asset Allocation, Long Term Care Insurance, Management, Investments, Insurance Brokerage, Uniform Combined State..., Personal Financial..., Process Improvement, Business Development, Selling, Sales Operations, Finance, Mortgage Lending, New Business Development, Training, Sales, Marketing, Budgets, Retirement Planning, Negotiation, Marketing Strategy, Annuity Sales, FINRA, Strategic Financial..., Retirement, Vendor Management, Fixed Annuities, Insurance, Pricing, Series 66, Life & Health Licensed, Series 31, Lean Six Sigma - Sponsor, Social Security Planning
Education
Stockton University 1994 — 1996
BA, Business Management
Atlantic Community College 1992 — 1994
AS, Business Administration
College of Financial Planning
CRPC
Charlotte Jean-Jerome's Morgan Stanley Smith Barney Experience February 2007 - December 2008
Job Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2004 - Present
Morgan Stanley Smith Barney February 2007 - December 2008
Morgan Stanley Smith Barney February 2004 - February 2007
State Street Bank February 2002 - January 2004
State Street Bank July 2001 - February 2002
Pershing October 1999 - July 2001
Morgan Stanley (Dean Witter) February 1998 - October 1999
Skills
Series 99
Education
University of Phoenix 2003 — 2005
MBA, Business Administration
Stony Brook University
BA, Political Science (Comparative Politics)
Morgan Stanley February 2004 - Present
Morgan Stanley Smith Barney February 2007 - December 2008
Morgan Stanley Smith Barney February 2004 - February 2007
State Street Bank February 2002 - January 2004
State Street Bank July 2001 - February 2002
Pershing October 1999 - July 2001
Morgan Stanley (Dean Witter) February 1998 - October 1999
Skills
Series 99
Education
University of Phoenix 2003 — 2005
MBA, Business Administration
Stony Brook University
BA, Political Science (Comparative Politics)
Ramona McCann's Morgan Stanley Smith Barney Experience February 2009 - Present
Job SAS Programmer Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 2009 - Present
American Express September 2007 - January 2009
American Home Mortgage June 2006 - August 2007
Citicards May 2004 - June 2006
Citicards July 2002 - May 2004
Education
Stony Brook University 2000 — 2001
MS, Applied Math & Statistics
Stony Brook University 1996 — 2000
BS, Applied Math & Statistics
Ramona Exum
Morgan Stanley Smith Barney February 2009 - Present
American Express September 2007 - January 2009
American Home Mortgage June 2006 - August 2007
Citicards May 2004 - June 2006
Citicards July 2002 - May 2004
Education
Stony Brook University 2000 — 2001
MS, Applied Math & Statistics
Stony Brook University 1996 — 2000
BS, Applied Math & Statistics
Ramona Exum
Shing Lu Wong's Morgan Stanley Smith Barney Experience 2007 - Present
Job Director at Morgan Stanley
Industry Management Consulting
Experience
Morgan Stanley Smith Barney 2007 - Present
Skills
Investments
Education
SUNY Stony Brook
Morgan Stanley Smith Barney 2007 - Present
Skills
Investments
Education
SUNY Stony Brook
Chelo Bernad Calabro's Morgan Stanley Smith Barney Experience January 2010 - August 2011
Job MBA, PMP, PMIRMP, GWCBA
Industry Financial Services
Experience
Prudential Real Estate Investors March 2013 - December 2014
Morgan Stanley Smith Barney January 2010 - August 2011
Prudential Investments 2000 - 2009
Prudential Investments 1991 - 1999
Prudential Securities 1986 - 1991
Skills
Project Management, Risk Management, Business Analysis, Process Improvement, PMP, Strategic Planning, Software Project..., Leadership, Requirements Analysis, Vendor Management, IT Strategy, PMO, Project Portfolio..., Program Management, SDLC, IT Management, Business Process, Integration, Requirements Gathering, Business Process..., Change Management, Analysis, Strategy, Business Requirements, Management, Outsourcing
Education
Chubb Institute
Certificate, Computer Programming
Excelsior College
Masters, Business Administration
Immaculate Conception College
Immaculate Conception College
Immaculate Conception College
Stevens Institute of Technology
Graduate Certificate, Professional Communication (in progress)
The George Washington University - School of Business
Masters Certificate, IT Project Management
The George Washington University - School of Business
Masters Certificate, Business Analysis
Villanova University
BS, Chemistry
Villanova University
Masters Certificate, Six Sigma Green Belt
Prudential Real Estate Investors March 2013 - December 2014
Morgan Stanley Smith Barney January 2010 - August 2011
Prudential Investments 2000 - 2009
Prudential Investments 1991 - 1999
Prudential Securities 1986 - 1991
Skills
Project Management, Risk Management, Business Analysis, Process Improvement, PMP, Strategic Planning, Software Project..., Leadership, Requirements Analysis, Vendor Management, IT Strategy, PMO, Project Portfolio..., Program Management, SDLC, IT Management, Business Process, Integration, Requirements Gathering, Business Process..., Change Management, Analysis, Strategy, Business Requirements, Management, Outsourcing
Education
Chubb Institute
Certificate, Computer Programming
Excelsior College
Masters, Business Administration
Immaculate Conception College
Immaculate Conception College
Immaculate Conception College
Stevens Institute of Technology
Graduate Certificate, Professional Communication (in progress)
The George Washington University - School of Business
Masters Certificate, IT Project Management
The George Washington University - School of Business
Masters Certificate, Business Analysis
Villanova University
BS, Chemistry
Villanova University
Masters Certificate, Six Sigma Green Belt
Edmund Brown's Morgan Stanley Smith Barney Experience July 2012 - February 2013
Job Account Cordinator at CoverMyMeds
Industry Telecommunications
Experience
CoverMyMeds February 2015 - Present
Alliance Data June 2014 - Present
Limited Brands February 2013 - June 2014
Morgan Stanley Smith Barney July 2012 - February 2013
Arkadin June 2005 - February 2012
Arkadin Global Conferencing June 2005 - February 2012
Arkadin June 2005 - February 2012
JR Cigars January 2001 - December 2004
Plaza Associates 1998 - 2001
Chrysler Financial 1996 - 1999
Skills
Account Management, New Business Development, Salesforce.com, Sales Management, Sales, B2B, Direct Sales, Business Development, Project Management, Unified Communications, Webinars, Team Leadership, Call Centers, Customer Satisfaction, Forecasting, Management, Human Resources, Marketing, Leadership, Mobile Devices, Pre-sales, Risk Management, Software Documentation, Training
Education
Stevens Institute of Technology 1990 — 1995
BE, Chemical Engineering
Stevens Institute of Technology 1990 — 1995
Bachelor's of Engineering, Chemical Engineering
CoverMyMeds February 2015 - Present
Alliance Data June 2014 - Present
Limited Brands February 2013 - June 2014
Morgan Stanley Smith Barney July 2012 - February 2013
Arkadin June 2005 - February 2012
Arkadin Global Conferencing June 2005 - February 2012
Arkadin June 2005 - February 2012
JR Cigars January 2001 - December 2004
Plaza Associates 1998 - 2001
Chrysler Financial 1996 - 1999
Skills
Account Management, New Business Development, Salesforce.com, Sales Management, Sales, B2B, Direct Sales, Business Development, Project Management, Unified Communications, Webinars, Team Leadership, Call Centers, Customer Satisfaction, Forecasting, Management, Human Resources, Marketing, Leadership, Mobile Devices, Pre-sales, Risk Management, Software Documentation, Training
Education
Stevens Institute of Technology 1990 — 1995
BE, Chemical Engineering
Stevens Institute of Technology 1990 — 1995
Bachelor's of Engineering, Chemical Engineering
Tommy Zasowski's Morgan Stanley Smith Barney Experience June 2005 - September 2010
Job Intern at Long Island Soccer Magazine
Industry Sporting Goods
Experience
Long Island Soccer Magazine January 2011 - Present
Morgan Stanley Smith Barney June 2005 - September 2010
Education
Suffolk County Community College 2008 — 2010
Long Island Soccer Magazine January 2011 - Present
Morgan Stanley Smith Barney June 2005 - September 2010
Education
Suffolk County Community College 2008 — 2010
Jerry Deignan's Morgan Stanley Smith Barney Experience March 2009 - September 2012
Job Supervisory Manager at JPMorgan Chase Bank NA
Industry Financial Services
Experience
JPMorgan Chase Bank NA October 2012 - Present
Morgan Stanley Smith Barney March 2009 - September 2012
Bear Stearns, a division of J.P. Morgan February 1987 - February 2009
Bear Stearns 1987 - 2009
Bear Stearns 1987 - 2009
Education
State University of New York College at Oneonta 1982 — 1986
BA
JPMorgan Chase Bank NA October 2012 - Present
Morgan Stanley Smith Barney March 2009 - September 2012
Bear Stearns, a division of J.P. Morgan February 1987 - February 2009
Bear Stearns 1987 - 2009
Bear Stearns 1987 - 2009
Education
State University of New York College at Oneonta 1982 — 1986
BA
Monisha Mapp's Morgan Stanley Smith Barney Experience January 2009 - December 2012
Job Vice President/Compliance Consultant at Wells Fargo Advisors
Industry Investment Banking
Experience
Wells Fargo Advisors October 2014 - Present
J.P. Morgan January 2013 - September 2014
Morgan Stanley Smith Barney January 2009 - December 2012
Smith Barney November 2004 - January 2009
HIP December 2003 - November 2004
HIP of Greater February 2003 - December 2003
CitiCapital September 2001 - February 2003
CitiCapital and Salomon Smith Barney January 2000 - January 2003
Salomon Smith February 2001 - September 2001
Skills
Compliance, Insurance, Securities, Series 7, Forensic Accounting
Education
Stony Brook University 1996 — 1999
BS, Applied Math & Statistics, Economics
State University of New York College of Agriculture and Technology at Morrisville 1988 — 1990
AS, Independent Studies
Bildersee
Brooklyn Technical HS
Wells Fargo Advisors October 2014 - Present
J.P. Morgan January 2013 - September 2014
Morgan Stanley Smith Barney January 2009 - December 2012
Smith Barney November 2004 - January 2009
HIP December 2003 - November 2004
HIP of Greater February 2003 - December 2003
CitiCapital September 2001 - February 2003
CitiCapital and Salomon Smith Barney January 2000 - January 2003
Salomon Smith February 2001 - September 2001
Skills
Compliance, Insurance, Securities, Series 7, Forensic Accounting
Education
Stony Brook University 1996 — 1999
BS, Applied Math & Statistics, Economics
State University of New York College of Agriculture and Technology at Morrisville 1988 — 1990
AS, Independent Studies
Bildersee
Brooklyn Technical HS
John Stender's Morgan Stanley Smith Barney Experience May 2009 - Present
Job Vice President at Morgan Stanley Smith Barney
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney May 2009 - Present
Citigroup May 1994 - May 2008
First Boston Corporation December 1991 - May 1994
Ernst & Young June 1989 - December 1991
Skills
SDLC, Product Management, Capital Markets, Fixed Income, AML, Portfolio Management, Project Management, Banking, Financial Services, Sybase, Equities, Vendor Management, Trading Systems, Business Analysis, Risk Management, Back Office, IT Strategy, Relationship Management, Prime Brokerage, PMO, Investment Banking, Securities, Wealth Management
Education
Stevens Institute of Technology 1999 — 2001
Master of Science (MS), IT Management
Morgan Stanley Smith Barney May 2009 - Present
Citigroup May 1994 - May 2008
First Boston Corporation December 1991 - May 1994
Ernst & Young June 1989 - December 1991
Skills
SDLC, Product Management, Capital Markets, Fixed Income, AML, Portfolio Management, Project Management, Banking, Financial Services, Sybase, Equities, Vendor Management, Trading Systems, Business Analysis, Risk Management, Back Office, IT Strategy, Relationship Management, Prime Brokerage, PMO, Investment Banking, Securities, Wealth Management
Education
Stevens Institute of Technology 1999 — 2001
Master of Science (MS), IT Management
William R White's Morgan Stanley Smith Barney Experience September 2010 - Present
Job First Vice President/Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney September 2010 - Present
JPMorgan Chase 1994 - September 2010
Education
SUNY Stony Brook 1982 — 1986
Bachelor's degree, Economics
Morgan Stanley Smith Barney September 2010 - Present
JPMorgan Chase 1994 - September 2010
Education
SUNY Stony Brook 1982 — 1986
Bachelor's degree, Economics
Courtney Madden, CFA's Morgan Stanley Smith Barney Experience January 2007 - May 2007
Job Relationship Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management April 2012 - Present
Wellington Management August 2010 - April 2012
Brown Brothers Harriman June 2008 - July 2010
ACI Worldwide September 2007 - December 2007
Bear Stearns June 2007 - August 2007
Morgan Stanley Smith Barney January 2007 - May 2007
Education
Stonehill College 2004 — 2008
Bachelor of Science (BS), Finance, General
Wellington Management April 2012 - Present
Wellington Management August 2010 - April 2012
Brown Brothers Harriman June 2008 - July 2010
ACI Worldwide September 2007 - December 2007
Bear Stearns June 2007 - August 2007
Morgan Stanley Smith Barney January 2007 - May 2007
Education
Stonehill College 2004 — 2008
Bachelor of Science (BS), Finance, General
Christine M. Galletta's Morgan Stanley Smith Barney Experience 2004 - 2008
Job Recruiter & Career Development Specialist at SavATree
Industry Human Resources
Experience
SavATree June 2012 - Present
SCHOTT 2012 - 2012
Albert Einstein College of Medicine 2011 - 2011
Allegis Group Services - Onsite at UBS 2009 - 2010
Morgan Stanley Smith Barney 2004 - 2008
Skills
Microsoft Office, Outlook, Brassring, Lotus Notes, Alchemy, SAP, Quickbooks, iCims, P-card, Customer Service, Documentation, HRIS, Kronos, Spanish, Teamwork, New Hire Orientations, Software Documentation, Interviews, Benefits Administration, Personnel Management, Onboarding, Employee Relations, iCIMS, QuickBooks, Internet Recruiting, Talent Acquisition, Hiring, Recruiting, Performance Management, Human Resources, Training, Talent Management, Payroll, College Recruiting, Applicant Tracking...
Education
SUNY Empire State College
Bachelor's Degree, Business Management & Economics - Human Resources Management, 3.91
Westchester Community College
Associate's, Liberal Arts, Social Science, 3.74
Port Chester High School
SavATree June 2012 - Present
SCHOTT 2012 - 2012
Albert Einstein College of Medicine 2011 - 2011
Allegis Group Services - Onsite at UBS 2009 - 2010
Morgan Stanley Smith Barney 2004 - 2008
Skills
Microsoft Office, Outlook, Brassring, Lotus Notes, Alchemy, SAP, Quickbooks, iCims, P-card, Customer Service, Documentation, HRIS, Kronos, Spanish, Teamwork, New Hire Orientations, Software Documentation, Interviews, Benefits Administration, Personnel Management, Onboarding, Employee Relations, iCIMS, QuickBooks, Internet Recruiting, Talent Acquisition, Hiring, Recruiting, Performance Management, Human Resources, Training, Talent Management, Payroll, College Recruiting, Applicant Tracking...
Education
SUNY Empire State College
Bachelor's Degree, Business Management & Economics - Human Resources Management, 3.91
Westchester Community College
Associate's, Liberal Arts, Social Science, 3.74
Port Chester High School
Gelena Feldman's Morgan Stanley Smith Barney Experience August 2005 - January 2010
Job Web Registration Manager at Lanyon
Industry Events Services
Experience
Office Depot November 2010 - May 2011
Morgan Stanley Smith Barney August 2005 - January 2010
Citi Smith Barney February 2001 - July 2005
Corporate Health & Wellness Inc. August 2000 - January 2001
Arthur Murray Dance Inc. January 1991 - July 2000
Skills
Data Management, Time Management, Attention To Detail, Customer Relations, Process Improvement, Event Planning, Corporate Events, Contract Negotiations, Event Management, Team Building, Budgeting, Budget Management, Problem Solving, Outlook, PowerPoint, Contract Negotiation, Microsoft Office, Operations Management, Budgets, CRM
Education
State University of New York at Stony Brook 1992 — 1995
Bachelor of Arts
Odessa College of Culture and Arts 1986 — 1989
Leader of Dance Group
Office Depot November 2010 - May 2011
Morgan Stanley Smith Barney August 2005 - January 2010
Citi Smith Barney February 2001 - July 2005
Corporate Health & Wellness Inc. August 2000 - January 2001
Arthur Murray Dance Inc. January 1991 - July 2000
Skills
Data Management, Time Management, Attention To Detail, Customer Relations, Process Improvement, Event Planning, Corporate Events, Contract Negotiations, Event Management, Team Building, Budgeting, Budget Management, Problem Solving, Outlook, PowerPoint, Contract Negotiation, Microsoft Office, Operations Management, Budgets, CRM
Education
State University of New York at Stony Brook 1992 — 1995
Bachelor of Arts
Odessa College of Culture and Arts 1986 — 1989
Leader of Dance Group
Jillian Vella's Morgan Stanley Smith Barney Experience June 2009 - January 2011
Job Vice President, COO of Field & Client Segment Marketing, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2014 - Present
Morgan Stanley January 2011 - December 2014
Morgan Stanley Smith Barney June 2009 - January 2011
Morgan Stanley December 2008 - June 2009
Morgan Stanley April 2006 - December 2008
Morgan Stanley April 2004 - April 2006
Anton Sales and Marketing August 2003 - January 2004
Skills
Financial Services, Leadership, Management, Marketing, Marketing Communications, Negotiation, Product Marketing, Public Speaking, Sales, Strategy
Education
State University of New York College at Oswego 1999 — 2003
BA, Public Relations
Morgan Stanley December 2014 - Present
Morgan Stanley January 2011 - December 2014
Morgan Stanley Smith Barney June 2009 - January 2011
Morgan Stanley December 2008 - June 2009
Morgan Stanley April 2006 - December 2008
Morgan Stanley April 2004 - April 2006
Anton Sales and Marketing August 2003 - January 2004
Skills
Financial Services, Leadership, Management, Marketing, Marketing Communications, Negotiation, Product Marketing, Public Speaking, Sales, Strategy
Education
State University of New York College at Oswego 1999 — 2003
BA, Public Relations
Suzanne K. Giorno's Morgan Stanley Smith Barney Experience May 2010 - September 2011
Job at Giorno Investigation Agency
Industry Security and Investigations
Experience
The Washington Trust Company January 2014 - Present
Giorno Investigation Agency June 2013 - Present
Merrill Lynch September 2011 - June 2013
Morgan Stanley Smith Barney May 2010 - September 2011
Antonio's Grinders March 2005 - April 2010
Skills
401k Rollovers, Estate Planning, 401k, Retirement Planning, Series 7, Strategic Financial..., Investments, Investment Advisory, Uniform Combined State..., IRAs, Sales, Financial Planners, Human Resources, Employee Relations, Employee Training, Employment Law, Employee Handbooks
Education
Western New England College School of Law 1997 — 2000
JD, Estate Planning, Contract Law
Western New England College School of Law 1997 — 2000
Juris Doctor, Estate Law, Education Law, Contracts and Administrative Law
State University of New York College at Brockport 1993 — 1997
BS, Pre-Law/Political Science/Art History
The Washington Trust Company January 2014 - Present
Giorno Investigation Agency June 2013 - Present
Merrill Lynch September 2011 - June 2013
Morgan Stanley Smith Barney May 2010 - September 2011
Antonio's Grinders March 2005 - April 2010
Skills
401k Rollovers, Estate Planning, 401k, Retirement Planning, Series 7, Strategic Financial..., Investments, Investment Advisory, Uniform Combined State..., IRAs, Sales, Financial Planners, Human Resources, Employee Relations, Employee Training, Employment Law, Employee Handbooks
Education
Western New England College School of Law 1997 — 2000
JD, Estate Planning, Contract Law
Western New England College School of Law 1997 — 2000
Juris Doctor, Estate Law, Education Law, Contracts and Administrative Law
State University of New York College at Brockport 1993 — 1997
BS, Pre-Law/Political Science/Art History
Brian Stephenson's Morgan Stanley Smith Barney Experience April 1996 - April 2009
Job Associate Vice PresidentInvestments, Financial Advisor Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2009 - Present
Morgan Stanley Smith Barney April 1996 - April 2009
Skills
Retirement, Retirement Planning, Mutual Funds, Asset Allocation, 401k, Investment Strategies, Investments, Alternative Investments, Securities, Life Insurance, Small Business
Education
University of New Orleans 1994 — 1997
BS, Finance
Strome College of Business 1992 — 1994
Wells Fargo Advisors, LLC May 2009 - Present
Morgan Stanley Smith Barney April 1996 - April 2009
Skills
Retirement, Retirement Planning, Mutual Funds, Asset Allocation, 401k, Investment Strategies, Investments, Alternative Investments, Securities, Life Insurance, Small Business
Education
University of New Orleans 1994 — 1997
BS, Finance
Strome College of Business 1992 — 1994
Joshua Bromberg's Morgan Stanley Smith Barney Experience August 2012 - August 2013
Job Bayridge Financial Group, LPL Branch Operations Manager
Industry Financial Services
Experience
Bayridge Financial Group 2013 - 2015
Morgan Stanley Smith Barney August 2012 - August 2013
Ridge Clearing and Outsourcing February 2012 - April 2012
Ridge Clearing March 2011 - April 2012
Ridge Clearing and Outsourcing March 2011 - February 2012
Citigroup, Investment Client Group May 2007 - December 2010
International Prime Brokerage May 2005 - December 2010
Citigroup, Investment Client Group February 2000 - December 2010
Dividends Credit Research April 2005 - May 2007
Dividends Credit Research April 2005 - May 2007
Education
State University of New York College at 1994 — 1999
Bachelor of Science, Business Economics; NY
State University of New York College at Oneonta 1994 — 1999
BS, Business economics
State University of New York College at Oneonta 1994 — 1999
Bachelor of Science, Business Economics
Bayridge Financial Group 2013 - 2015
Morgan Stanley Smith Barney August 2012 - August 2013
Ridge Clearing and Outsourcing February 2012 - April 2012
Ridge Clearing March 2011 - April 2012
Ridge Clearing and Outsourcing March 2011 - February 2012
Citigroup, Investment Client Group May 2007 - December 2010
International Prime Brokerage May 2005 - December 2010
Citigroup, Investment Client Group February 2000 - December 2010
Dividends Credit Research April 2005 - May 2007
Dividends Credit Research April 2005 - May 2007
Education
State University of New York College at 1994 — 1999
Bachelor of Science, Business Economics; NY
State University of New York College at Oneonta 1994 — 1999
BS, Business economics
State University of New York College at Oneonta 1994 — 1999
Bachelor of Science, Business Economics
Robert LaCroix's Morgan Stanley Smith Barney Experience October 1983 - Present
Job Executive Director at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 1983 - Present
Education
Stanford University
Economics
Morgan Stanley Smith Barney October 1983 - Present
Education
Stanford University
Economics
Div Telwala's Morgan Stanley Smith Barney Experience September 2000 - June 2011
Job VicePresident Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2011 - Present
Morgan Stanley Smith Barney September 2000 - June 2011
Skills
Series 7, Series 63, Series 65, Mutual Funds, Alternative Investments, Asset Allocation, Wealth Management, Equities, Uniform Combined State..., Investment Advisory, Investments, Fixed Income, Securities, Separately Managed..., Financial Advisory
Education
State University of New York at Stony Brook 1992 — 1997
Biology
Merrill Lynch June 2011 - Present
Morgan Stanley Smith Barney September 2000 - June 2011
Skills
Series 7, Series 63, Series 65, Mutual Funds, Alternative Investments, Asset Allocation, Wealth Management, Equities, Uniform Combined State..., Investment Advisory, Investments, Fixed Income, Securities, Separately Managed..., Financial Advisory
Education
State University of New York at Stony Brook 1992 — 1997
Biology
Lindsay Zak's Morgan Stanley Smith Barney Experience March 2012 - December 2012
Job Internal Wholesaler at M&T Bank
Industry Financial Services
Experience
M&T Bank March 2015 - Present
M&T Bank January 2014 - March 2015
M&T Bank December 2012 - December 2013
Morgan Stanley Smith Barney March 2012 - December 2012
HSBC Securities June 2010 - March 2012
Skills
Series 7, Series 63, Life Insurance, Wealth Management, Financial Services, Retirement Planning, Portfolio Management, Banking, Finance, Financial Planning, Equities, Financial Analysis, Asset Management
Education
State University of New York at Buffalo - School of Management
Bachelor of Science (B.S.), Finance, General
University at Buffalo
M&T Bank March 2015 - Present
M&T Bank January 2014 - March 2015
M&T Bank December 2012 - December 2013
Morgan Stanley Smith Barney March 2012 - December 2012
HSBC Securities June 2010 - March 2012
Skills
Series 7, Series 63, Life Insurance, Wealth Management, Financial Services, Retirement Planning, Portfolio Management, Banking, Finance, Financial Planning, Equities, Financial Analysis, Asset Management
Education
State University of New York at Buffalo - School of Management
Bachelor of Science (B.S.), Finance, General
University at Buffalo
James Darmody's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job JP Morgan
Industry Investment Management
Experience
J.P. Morgan July 2014 - Present
JP Morgan June 2011 - July 2014
Morgan Stanley Smith Barney June 2010 - August 2010
The Stanford Institute for Economic Policy Research June 2009 - May 2010
Skills
Asset Management, Bloomberg, Equities, Valuation, Financial Modeling, Alternative Investments, Hedge Funds, Private Equity, Investment Banking
Education
Stanford University 2007 — 2011
Political Science, Economics
J.P. Morgan July 2014 - Present
JP Morgan June 2011 - July 2014
Morgan Stanley Smith Barney June 2010 - August 2010
The Stanford Institute for Economic Policy Research June 2009 - May 2010
Skills
Asset Management, Bloomberg, Equities, Valuation, Financial Modeling, Alternative Investments, Hedge Funds, Private Equity, Investment Banking
Education
Stanford University 2007 — 2011
Political Science, Economics
Arthur Nowak's Morgan Stanley Smith Barney Experience February 2008 - May 2008
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) June 2008 - Present
Smith Barney August 2007 - December 2008
Morgan Stanley Smith Barney February 2008 - May 2008
Ciurzcak and Company June 2006 - September 2006
Education
State University of New York College at Buffalo 2004 — 2008
B.S., Finance
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) June 2008 - Present
Smith Barney August 2007 - December 2008
Morgan Stanley Smith Barney February 2008 - May 2008
Ciurzcak and Company June 2006 - September 2006
Education
State University of New York College at Buffalo 2004 — 2008
B.S., Finance
Lila Miller's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Civil Rights Litigation Fellow at Sanford Heisler Kimpel, LLP
Industry Law Practice
Experience
Sanford Heisler Kimpel, LLP September 2014 - Present
United States Senate Judiciary Committee June 2012 - August 2012
Weidmann Franck & Yun PC June 2010 - December 2010
Los Angeles Contemporary Exhibitions January 2010 - April 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Spyglass Entertainment January 2009 - June 2009
Twentieth Century Fox April 2008 - September 2008
Skills
Legal Writing, Editing, Research
Education
Stanford Law School 2011 — 2014
J.D.
University of California, Los Angeles 2006 — 2011
Sanford Heisler Kimpel, LLP September 2014 - Present
United States Senate Judiciary Committee June 2012 - August 2012
Weidmann Franck & Yun PC June 2010 - December 2010
Los Angeles Contemporary Exhibitions January 2010 - April 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Spyglass Entertainment January 2009 - June 2009
Twentieth Century Fox April 2008 - September 2008
Skills
Legal Writing, Editing, Research
Education
Stanford Law School 2011 — 2014
J.D.
University of California, Los Angeles 2006 — 2011
Mike Masucci's Morgan Stanley Smith Barney Experience June 2003 - July 2005
Job Senior Vice President, Property Broker at AmWINS Group
Industry Insurance
Experience
AmWINS Group January 2006 - Present
Morgan Stanley Smith Barney June 2003 - July 2005
Skills
Insurance, Property & Casualty..., Commercial Insurance, Underwriting, Brokers, Excess, Commercial Lines, Property, General Insurance, Inland Marine, Risk Management
Education
University of Phoenix 2006 — 2008
MBA, Business Administration
State University of New York College at Buffalo 1997 — 2001
BS, Business Administration
Christian Brothers Academy
AmWINS Group January 2006 - Present
Morgan Stanley Smith Barney June 2003 - July 2005
Skills
Insurance, Property & Casualty..., Commercial Insurance, Underwriting, Brokers, Excess, Commercial Lines, Property, General Insurance, Inland Marine, Risk Management
Education
University of Phoenix 2006 — 2008
MBA, Business Administration
State University of New York College at Buffalo 1997 — 2001
BS, Business Administration
Christian Brothers Academy
Jeff Hansgen's Morgan Stanley Smith Barney Experience January 1987 - Present
Job Certified Financial Planner
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 1987 - Present
Education
State University of New York College at Buffalo 1979 — 1981
BS
College for Financial Planning
CFP, Financial Planning
Morgan Stanley Smith Barney January 1987 - Present
Education
State University of New York College at Buffalo 1979 — 1981
BS
College for Financial Planning
CFP, Financial Planning
Janelle Lewis's Morgan Stanley Smith Barney Experience April 2005 - Present
Job Assistant at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2005 - Present
Morgan Keegan April 2007 - October 2008
Education
SUNY Potsdam 2001 — 2004
BA, Speech Communication, Pre-Law Minor
Morgan Stanley Smith Barney April 2005 - Present
Morgan Keegan April 2007 - October 2008
Education
SUNY Potsdam 2001 — 2004
BA, Speech Communication, Pre-Law Minor
Cheryl Glover's Morgan Stanley Smith Barney Experience May 1998 - March 2000
Job Sales
Industry Professional Training & Coaching
Experience
Footstock November 2010 - Present
Prudential Financial March 2000 - March 2002
Morgan Stanley Smith Barney May 1998 - March 2000
Hambrecht & Quist October 1988 - February 1998
Skills
Start-ups, Investments
Education
Stonehill College
bachelor, Finance, Political Science
Footstock November 2010 - Present
Prudential Financial March 2000 - March 2002
Morgan Stanley Smith Barney May 1998 - March 2000
Hambrecht & Quist October 1988 - February 1998
Skills
Start-ups, Investments
Education
Stonehill College
bachelor, Finance, Political Science
Stephanie Dong's Morgan Stanley Smith Barney Experience August 2006 - June 2007
Job Senior Application Support Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs Asset Management June 2014 - Present
AllianceBernstein June 2007 - June 2014
Morgan Stanley Smith Barney August 2006 - June 2007
JP Morgan Chase September 2004 - August 2006
Lehman Brothers June 2001 - September 2004
Skills
Equities, Asset Management, SQL, Technical Support, Order Management, Unix Shell Scripting, Electronic Trading, Equity Trading, Unix, Series 7, Trading Systems, Trading, Sybase, Market Data, Capital Markets
Education
Stony Brook University 1998 — 2001
B.E, Computer Engineering
Goldman Sachs Asset Management June 2014 - Present
AllianceBernstein June 2007 - June 2014
Morgan Stanley Smith Barney August 2006 - June 2007
JP Morgan Chase September 2004 - August 2006
Lehman Brothers June 2001 - September 2004
Skills
Equities, Asset Management, SQL, Technical Support, Order Management, Unix Shell Scripting, Electronic Trading, Equity Trading, Unix, Series 7, Trading Systems, Trading, Sybase, Market Data, Capital Markets
Education
Stony Brook University 1998 — 2001
B.E, Computer Engineering
Peter DeCarlo's Morgan Stanley Smith Barney Experience December 2010 - April 2011
Job Professional Loss Consultant at Adjusters International / Basloe, Levin & Cuccaro
Industry Insurance
Experience
Adjusters International / Basloe, Levin & Cuccaro August 2011 - Present
Morgan Stanley Smith Barney December 2010 - April 2011
Adjusters International / Basloe, Levin & Cuccaro October 2004 - November 2010
Progressive Insurance June 2003 - October 2004
AllVertical November 2001 - December 2002
Education
SUNY Plattsburgh 1995 — 1997
BS, Business Administration
Adjusters International / Basloe, Levin & Cuccaro August 2011 - Present
Morgan Stanley Smith Barney December 2010 - April 2011
Adjusters International / Basloe, Levin & Cuccaro October 2004 - November 2010
Progressive Insurance June 2003 - October 2004
AllVertical November 2001 - December 2002
Education
SUNY Plattsburgh 1995 — 1997
BS, Business Administration
Chantel Bardaro's Morgan Stanley Smith Barney Experience June 2008 - August 2008
Job Operations & Compliance Manager at Alydar Capital LLC
Industry Real Estate
Experience
Alydar Capital August 2012 - Present
Boyd/Smith, Inc. June 2009 - August 2012
Bertucci's 2006 - 2009
Morgan Stanley Smith Barney June 2008 - August 2008
Education
Stonehill College 2006 — 2009
BSBA, Finance
Alydar Capital August 2012 - Present
Boyd/Smith, Inc. June 2009 - August 2012
Bertucci's 2006 - 2009
Morgan Stanley Smith Barney June 2008 - August 2008
Education
Stonehill College 2006 — 2009
BSBA, Finance
Gair Brooks's Morgan Stanley Smith Barney Experience August 2012 - April 2015
Job Sr AssociateInforce CollectionsEQUIVEST at AXA US
Industry Financial Services
Experience
AXA US April 2015 - Present
Morgan Stanley Smith Barney August 2012 - April 2015
The Bank of New York Mellon December 2011 - August 2012
Morgan Stanley Smith Barney December 2010 - November 2011
First Data/REMITCO June 2010 - December 2010
Daycare April 2008 - April 2010
The Bank of New York Mellon May 2004 - April 2008
Skills
Business Analysis, Banking, Asset Managment, Financial Services, Portfolio Management, Corporate Actions, Securities, Lotus Notes, Global Custody, Back Office, Vendor Management, Account Reconciliation, Mortgage Lending
Education
Western Governors University 2008 — 2009
Earth Science Teacher Education
State University of New York College at Oswego 2000 — 2002
Meteorology
AXA US April 2015 - Present
Morgan Stanley Smith Barney August 2012 - April 2015
The Bank of New York Mellon December 2011 - August 2012
Morgan Stanley Smith Barney December 2010 - November 2011
First Data/REMITCO June 2010 - December 2010
Daycare April 2008 - April 2010
The Bank of New York Mellon May 2004 - April 2008
Skills
Business Analysis, Banking, Asset Managment, Financial Services, Portfolio Management, Corporate Actions, Securities, Lotus Notes, Global Custody, Back Office, Vendor Management, Account Reconciliation, Mortgage Lending
Education
Western Governors University 2008 — 2009
Earth Science Teacher Education
State University of New York College at Oswego 2000 — 2002
Meteorology
Morris Brown's Morgan Stanley Smith Barney Experience June 2007 - December 2011
Job Project Manager at INSYS Group, Inc.
Industry Information Technology and Services
Experience
INSYS Group, Inc. January 2012 - Present
Morgan Stanley Smith Barney June 2007 - December 2011
Prudential Securities (later absorbed by Wachovia / Wells Fargo) July 1986 - June 2005
City University of New York; Bernard Baruch College September 1988 - January 2001
Skills
Management, Project Management, Information Technology, SDLC, Vendor Management, Business Analysis
Education
SUNY Stony Brook 1980 — 1982
Master's degree, Urban Sciences and Engineering
SUNY Stony Brook 1976 — 1980
Bachelor of Arts (BA), Economics
INSYS Group, Inc. January 2012 - Present
Morgan Stanley Smith Barney June 2007 - December 2011
Prudential Securities (later absorbed by Wachovia / Wells Fargo) July 1986 - June 2005
City University of New York; Bernard Baruch College September 1988 - January 2001
Skills
Management, Project Management, Information Technology, SDLC, Vendor Management, Business Analysis
Education
SUNY Stony Brook 1980 — 1982
Master's degree, Urban Sciences and Engineering
SUNY Stony Brook 1976 — 1980
Bachelor of Arts (BA), Economics
Peter Roberti's Morgan Stanley Smith Barney Experience 2009 - 2011
Job First Vice President Investments, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2011 - Present
Morgan Stanley Smith Barney 2009 - 2011
Smith Barney 2000 - 2011
Skills
Investments, Finance, Financial Services, Financial Analysis, Risk Management, Equities, Securities
Education
Stony Brook University 1985 — 1987
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
Wells Fargo Advisors, LLC 2011 - Present
Morgan Stanley Smith Barney 2009 - 2011
Smith Barney 2000 - 2011
Skills
Investments, Finance, Financial Services, Financial Analysis, Risk Management, Equities, Securities
Education
Stony Brook University 1985 — 1987
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.