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
Jeff Rosato Jeff Rosato's Morgan Stanley Smith Barney Experience August 2007 - June 2009
Job Capital Markets Manager, Correspondent Channel, Planet Home Lending
Industry Financial Services
Experience
Planet Home Lending, LLC May 2015 - Present
Cardinal Financial Company, Mortgage Bankers July 2009 - May 2015
Morgan Stanley Smith Barney August 2007 - June 2009
Wilmington Finance January 2003 - July 2007
Skills
Mortgage Lending, Banking, Residential Mortgages, Loans, Finance, Mortgage Banking, Loan Origination, Refinance, Credit, FHA, VA loans, USDA, FHA financing, Reverse Mortgages, Credit Analysis, Capital Markets, Portfolio Management, Financial Analysis, Fixed Income, Real Estate, Risk Management, Securitization, Financial Modeling, Underwriting
Education
Temple University - Fox School of Business and Management 2010 — 2012
Master of Business Administration (MBA), Corporate Finance
Villanova University 1998 — 2002
BS Economics & BS Bus. Admin.
Planet Home Lending, LLC May 2015 - Present
Cardinal Financial Company, Mortgage Bankers July 2009 - May 2015
Morgan Stanley Smith Barney August 2007 - June 2009
Wilmington Finance January 2003 - July 2007
Skills
Mortgage Lending, Banking, Residential Mortgages, Loans, Finance, Mortgage Banking, Loan Origination, Refinance, Credit, FHA, VA loans, USDA, FHA financing, Reverse Mortgages, Credit Analysis, Capital Markets, Portfolio Management, Financial Analysis, Fixed Income, Real Estate, Risk Management, Securitization, Financial Modeling, Underwriting
Education
Temple University - Fox School of Business and Management 2010 — 2012
Master of Business Administration (MBA), Corporate Finance
Villanova University 1998 — 2002
BS Economics & BS Bus. Admin.
Samuel Taylor Samuel Taylor's Morgan Stanley Smith Barney Experience March 2010 - August 2011
Job Internal Sales Consultant
Industry Financial Services
Experience
Invesco Ltd. October 2011 - Present
Morgan Stanley Smith Barney March 2010 - August 2011
Edward Jones July 2009 - November 2009
Texas A&M University October 2007 - July 2009
Edward Jones July 2007 - July 2009
CenterPoint Energy June 2008 - August 2008
Skills
Mutual Funds, Unit Investment Trusts, Separately Managed..., Closed-end Funds, Series 7, Series 66, ETFs, Asset Management, Asset Allocation, Alternative Investments, Finance, Investments, Sales, Fixed Income, Securities, Wealth Management, Retirement Planning, Risk Management, Wealth Management..., Bloomberg Terminal, PowerPoint, SAP, Microsoft Word, Oracle, Microsoft Excel, Microsoft Office, Inventory Management, Budgets, Strategic Planning, Access, Management, Insurance, Asset Managment, Public Speaking, Financial Modeling, Equities, Analysis
Education
Texas A&M University 2005 — 2009
Bachelor of Business Administration, Finance
Invesco Ltd. October 2011 - Present
Morgan Stanley Smith Barney March 2010 - August 2011
Edward Jones July 2009 - November 2009
Texas A&M University October 2007 - July 2009
Edward Jones July 2007 - July 2009
CenterPoint Energy June 2008 - August 2008
Skills
Mutual Funds, Unit Investment Trusts, Separately Managed..., Closed-end Funds, Series 7, Series 66, ETFs, Asset Management, Asset Allocation, Alternative Investments, Finance, Investments, Sales, Fixed Income, Securities, Wealth Management, Retirement Planning, Risk Management, Wealth Management..., Bloomberg Terminal, PowerPoint, SAP, Microsoft Word, Oracle, Microsoft Excel, Microsoft Office, Inventory Management, Budgets, Strategic Planning, Access, Management, Insurance, Asset Managment, Public Speaking, Financial Modeling, Equities, Analysis
Education
Texas A&M University 2005 — 2009
Bachelor of Business Administration, Finance
Jennifer Collotta Jennifer Collotta's Morgan Stanley Smith Barney Experience April 2011 - September 2011
Job Client Service Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2011 - Present
Morgan Stanley Smith Barney April 2011 - September 2011
Creative Systems August 2005 - September 2011
The Living Room March 2009 - July 2011
Woolfie's Bakery May 2005 - August 2008
Skills
Investments, Mutual Funds, Equities, Wealth Management, Asset Allocation, Portfolio Management, Asset Management, Securities, Investment Strategies, Financial Analysis, Finance, Alternative Investments, Financial Modeling, Financial Services, Strategic Financial..., Hedge Funds
Education
Suffolk University 2007 — 2011
BSBA, Finance
Morgan Stanley Wealth Management September 2011 - Present
Morgan Stanley Smith Barney April 2011 - September 2011
Creative Systems August 2005 - September 2011
The Living Room March 2009 - July 2011
Woolfie's Bakery May 2005 - August 2008
Skills
Investments, Mutual Funds, Equities, Wealth Management, Asset Allocation, Portfolio Management, Asset Management, Securities, Investment Strategies, Financial Analysis, Finance, Alternative Investments, Financial Modeling, Financial Services, Strategic Financial..., Hedge Funds
Education
Suffolk University 2007 — 2011
BSBA, Finance
Richard Sewell Richard Sewell's Morgan Stanley Smith Barney Experience October 2001 - 2012
Job Senior Vice President Investment Officer, Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Cady-Sewell Wealth Management of Wells Fargo Advisors October 2012 - Present
Morgan Stanley Smith Barney October 2001 - 2012
Texaco 1973 - 1999
Skills
Investments, Strategic Planning, Financial Analysis, Retirement Planning, Leadership, Public Speaking, Finance, Risk Management, Customer Service, Budgets, Project Management, Financial Services, Retirement, Vendor Management, Asset Allocation, Process Improvement, Sarbanes-Oxley Act, Financial Reporting, Estate Investment...
Education
Texas A&M University-Commerce 1970 — 1973
Government and Business
Cady-Sewell Wealth Management of Wells Fargo Advisors October 2012 - Present
Morgan Stanley Smith Barney October 2001 - 2012
Texaco 1973 - 1999
Skills
Investments, Strategic Planning, Financial Analysis, Retirement Planning, Leadership, Public Speaking, Finance, Risk Management, Customer Service, Budgets, Project Management, Financial Services, Retirement, Vendor Management, Asset Allocation, Process Improvement, Sarbanes-Oxley Act, Financial Reporting, Estate Investment...
Education
Texas A&M University-Commerce 1970 — 1973
Government and Business
John C. Grant, CIMA ® John C. Grant, CIMA ®'s Morgan Stanley Smith Barney Experience August 1993 - July 2010
Job Senior Financial Advisor, Partner at Main Street Wealth Advisors
Industry Financial Services
Experience
Main Street Wealth Advisors July 2010 - Present
Morgan Stanley Smith Barney August 1993 - July 2010
Plum Creek Timber Co. March 1980 - June 1991
Skills
Investments, Asset Allocation, Retirement Planning, Financial Advisory, Mutual Funds, Wealth Management, Investment Advisory, Asset Management
Education
Pacific Lutheran University 1987 — 1990
Masters Business Administration, Finance, General
University of Washington 1977 — 1980
M.S. Degree in Forest Science
Texas A&M University 1971 — 1975
Undergraduate degree in Forestry
Main Street Wealth Advisors July 2010 - Present
Morgan Stanley Smith Barney August 1993 - July 2010
Plum Creek Timber Co. March 1980 - June 1991
Skills
Investments, Asset Allocation, Retirement Planning, Financial Advisory, Mutual Funds, Wealth Management, Investment Advisory, Asset Management
Education
Pacific Lutheran University 1987 — 1990
Masters Business Administration, Finance, General
University of Washington 1977 — 1980
M.S. Degree in Forest Science
Texas A&M University 1971 — 1975
Undergraduate degree in Forestry
Michael Abramo Michael Abramo's Morgan Stanley Smith Barney Experience 1997 - 2006
Job Senior Wealth Manager at Eastern Trust Wealth Management
Industry Financial Services
Experience
Eastern Trust Wealth Management 2013 - Present
UBS Wealth Management 2006 - 2013
Morgan Stanley Smith Barney 1997 - 2006
Skills
Investments, Wealth Management, Series 7, Retirement Planning, Asset Allocation, Portfolio Management, Mutual Funds, Investment Advisory, Strategic Financial..., Equities, Series 63, Asset Management, Alternative Investments, Fixed Income, Investment Strategies
Education
Suffolk University 1993 — 1997
Bachelor of Science (BS), Business Administration
Malden Catholic
Eastern Trust Wealth Management 2013 - Present
UBS Wealth Management 2006 - 2013
Morgan Stanley Smith Barney 1997 - 2006
Skills
Investments, Wealth Management, Series 7, Retirement Planning, Asset Allocation, Portfolio Management, Mutual Funds, Investment Advisory, Strategic Financial..., Equities, Series 63, Asset Management, Alternative Investments, Fixed Income, Investment Strategies
Education
Suffolk University 1993 — 1997
Bachelor of Science (BS), Business Administration
Malden Catholic
Michael Hackenburg, CDFM Michael Hackenburg, CDFM's Morgan Stanley Smith Barney Experience May 2008 - August 2008
Job Budget Analyst at Department of the Air Force
Industry Defense & Space
Experience
Department of the Air Force February 2014 - Present
D&SCI June 2011 - October 2013
United States Army March 2009 - December 2012
Morgan Stanley Smith Barney May 2008 - August 2008
Skills
Funding, Microsoft Excel, Resource Management, Budget Development, Financial Transactions, Policy, Contract Negotiation, PowerPoint, Excel, Acquisitions, Cost Analysis, Project Management, Critical Chain Project..., Information Assurance, DoD, Cost Benefit, Government, Government Contracting, Military, Defense, Security, Army, Contract Management, Military Experience, Budgets, Project Planning, SharePoint, Military Operations, Leadership, Analysis, Management, Training, Risk Management, Strategy, Access, Procurement, Process Improvement, Finance, Data Analysis, CompTIA, Team Leadership, Troubleshooting, Operations Management
Education
Susquehanna University 2005 — 2008
B.A., Political Science
Department of the Air Force February 2014 - Present
D&SCI June 2011 - October 2013
United States Army March 2009 - December 2012
Morgan Stanley Smith Barney May 2008 - August 2008
Skills
Funding, Microsoft Excel, Resource Management, Budget Development, Financial Transactions, Policy, Contract Negotiation, PowerPoint, Excel, Acquisitions, Cost Analysis, Project Management, Critical Chain Project..., Information Assurance, DoD, Cost Benefit, Government, Government Contracting, Military, Defense, Security, Army, Contract Management, Military Experience, Budgets, Project Planning, SharePoint, Military Operations, Leadership, Analysis, Management, Training, Risk Management, Strategy, Access, Procurement, Process Improvement, Finance, Data Analysis, CompTIA, Team Leadership, Troubleshooting, Operations Management
Education
Susquehanna University 2005 — 2008
B.A., Political Science
Sherese Baker Sherese Baker's Morgan Stanley Smith Barney Experience March 2011 - February 2012
Job Investment advisor at The Robben Island fund
Industry Financial Services
Experience
Morgan Stanley February 2012 - March 2013
Morgan Stanley Smith Barney March 2011 - February 2012
Bank of America June 2009 - October 2010
Merrill Lynch June 2008 - October 2010
UNDP June 2008 - December 2008
United Nations, Department May 2008 - November 2008
Sandra Hartog Consulting September 2007 - November 2008
Skills
Diversity & Inclusion, Recruiting, Employee Relations, Training, Human Resources, Employee Training, Leadership, Management, Talent Management, Succession Planning, Employee Engagement, Organizational..., Risk Management, Leadership Development, Performance Management, Strategy, Banking, Finance, Business Strategy, LNG, Organizational Design, Performance Improvement, Personnel Management, Change Management, Analysis, Onboarding, Strategic Planning, Management Consulting, Workshop Facilitation, New Hire Orientations, Organizational..., Employee Benefits, Executive Coaching, Portfolio Management
Education
FINRA 2012 — 2012
Series 7, Finance
Columbia UniversityNew 2006 — 2008
Master of Arts, Organizational Psychology
Teachers College of Columbia University 2006 — 2008
MA, Organizational Psychology
State University Of New 2001 — 2003
Bachelor of Science, Psychology
Finra Series 66
Finance, passed
Life Accident and Health Insurance LicenseeNew
Morgan Stanley February 2012 - March 2013
Morgan Stanley Smith Barney March 2011 - February 2012
Bank of America June 2009 - October 2010
Merrill Lynch June 2008 - October 2010
UNDP June 2008 - December 2008
United Nations, Department May 2008 - November 2008
Sandra Hartog Consulting September 2007 - November 2008
Skills
Diversity & Inclusion, Recruiting, Employee Relations, Training, Human Resources, Employee Training, Leadership, Management, Talent Management, Succession Planning, Employee Engagement, Organizational..., Risk Management, Leadership Development, Performance Management, Strategy, Banking, Finance, Business Strategy, LNG, Organizational Design, Performance Improvement, Personnel Management, Change Management, Analysis, Onboarding, Strategic Planning, Management Consulting, Workshop Facilitation, New Hire Orientations, Organizational..., Employee Benefits, Executive Coaching, Portfolio Management
Education
FINRA 2012 — 2012
Series 7, Finance
Columbia UniversityNew 2006 — 2008
Master of Arts, Organizational Psychology
Teachers College of Columbia University 2006 — 2008
MA, Organizational Psychology
State University Of New 2001 — 2003
Bachelor of Science, Psychology
Finra Series 66
Finance, passed
Life Accident and Health Insurance LicenseeNew
Kay Schroeder Kay Schroeder's Morgan Stanley Smith Barney Experience March 2010 - July 2012
Job Manufacturer's Representative
Industry Oil & Energy
Experience
MJ Systems August 2012 - Present
Morgan Stanley Smith Barney March 2010 - July 2012
Wells Fargo Investments October 2003 - March 2010
Wells Fargo Insurance Services October 2001 - March 2003
HD Vest (Formerly a Wells Fargo Company) December 1998 - October 2001
Mutual of Omaha December 1995 - October 1998
Skills
Life & Health Insurance..., Series 7, Series 24, Series 66, Series 31, CRPC Designation, Uniform Combined State..., Customer Service, Project Planning, Program Management, Insurance, Strategic Financial..., Business Planning, Budgets, Retirement Planning, CRM, Banking, Management, Portfolio Management, Finance, Mutual Funds, Leadership, Financial Analysis, Business Development, FINRA, New Business Development, Financial Planning
Education
Texas A&M University 1992 — 1995
BBA, International Marketing
MJ Systems August 2012 - Present
Morgan Stanley Smith Barney March 2010 - July 2012
Wells Fargo Investments October 2003 - March 2010
Wells Fargo Insurance Services October 2001 - March 2003
HD Vest (Formerly a Wells Fargo Company) December 1998 - October 2001
Mutual of Omaha December 1995 - October 1998
Skills
Life & Health Insurance..., Series 7, Series 24, Series 66, Series 31, CRPC Designation, Uniform Combined State..., Customer Service, Project Planning, Program Management, Insurance, Strategic Financial..., Business Planning, Budgets, Retirement Planning, CRM, Banking, Management, Portfolio Management, Finance, Mutual Funds, Leadership, Financial Analysis, Business Development, FINRA, New Business Development, Financial Planning
Education
Texas A&M University 1992 — 1995
BBA, International Marketing
Amanda Andrews Amanda Andrews's Morgan Stanley Smith Barney Experience March 2005 - November 2009
Job
Industry Staffing and Recruiting
Experience
Morgan Stanley Smith Barney March 2005 - November 2009
Education
Texas A&M University 1997 — 2001
BS
Texas A&M University-Commerce
MBA, Finance
Morgan Stanley Smith Barney March 2005 - November 2009
Education
Texas A&M University 1997 — 2001
BS
Texas A&M University-Commerce
MBA, Finance
James Nevers, CFP® James Nevers, CFP®'s Morgan Stanley Smith Barney Experience June 2008 - September 2008
Job Associate Advisor at Soundmark Wealth Management
Industry Financial Services
Experience
Soundmark Wealth Management June 2012 - Present
Army National Guard August 2008 - Present
Army National Guard June 2011 - May 2012
Morgan Stanley Smith Barney June 2008 - September 2008
Education
Texas Tech University 2011 — 2012
Masters of Science, Financial Planning
Texas Tech University 2011 — 2012
Masters Certificate, Charitable Financial Planning
University of Washington, Michael G. Foster School of Business 2008 — 2010
Bachelors of Arts, Finance
Soundmark Wealth Management June 2012 - Present
Army National Guard August 2008 - Present
Army National Guard June 2011 - May 2012
Morgan Stanley Smith Barney June 2008 - September 2008
Education
Texas Tech University 2011 — 2012
Masters of Science, Financial Planning
Texas Tech University 2011 — 2012
Masters Certificate, Charitable Financial Planning
University of Washington, Michael G. Foster School of Business 2008 — 2010
Bachelors of Arts, Finance
Joseph O'Connell Joseph O'Connell's Morgan Stanley Smith Barney Experience 1989 - 2008
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2008 - Present
Morgan Stanley Smith Barney 1989 - 2008
Skills
Investments, Retirement Planning, Mutual Funds, Asset Allocation, Public Speaking, Securities, Nonprofits, Series 63, Financial Services
Education
Temple University 1984 — 1987
Bachelor of Applied Science (B.A.Sc.), Finance, General
Wells Fargo Advisors, LLC 2008 - Present
Morgan Stanley Smith Barney 1989 - 2008
Skills
Investments, Retirement Planning, Mutual Funds, Asset Allocation, Public Speaking, Securities, Nonprofits, Series 63, Financial Services
Education
Temple University 1984 — 1987
Bachelor of Applied Science (B.A.Sc.), Finance, General
Scott Gowdy Scott Gowdy's Morgan Stanley Smith Barney Experience September 2004 - September 2006
Job Account Manager at Swiss Jewel Company
Industry Import and Export
Experience
Swiss Jewel Company September 2006 - Present
Morgan Stanley Smith Barney September 2004 - September 2006
Frost Watson Lumber Corp. July 1979 - September 2004
Skills
Strategic Financial..., Financial Analysis, Microsoft Excel, Financial Planners, Financial Modeling, Investments, Sales, Accounting, Cash Management, Financial Reporting, Finance, Financial Advisory, Data Analysis, Mutual Funds, Retirement Planning
Education
Temple University 1974 — 1979
Bachelor of Science (BS), Accounting and Business/Management
Archbishop Wood High School 1971 — 1974
Swiss Jewel Company September 2006 - Present
Morgan Stanley Smith Barney September 2004 - September 2006
Frost Watson Lumber Corp. July 1979 - September 2004
Skills
Strategic Financial..., Financial Analysis, Microsoft Excel, Financial Planners, Financial Modeling, Investments, Sales, Accounting, Cash Management, Financial Reporting, Finance, Financial Advisory, Data Analysis, Mutual Funds, Retirement Planning
Education
Temple University 1974 — 1979
Bachelor of Science (BS), Accounting and Business/Management
Archbishop Wood High School 1971 — 1974
Todd Howard Todd Howard's Morgan Stanley Smith Barney Experience May 2006 - August 2008
Job RealTime Trader at Tenaska Power Services
Industry Oil & Energy
Experience
Tenaska Power Services October 2010 - Present
DLZ Holdings llc August 2010 - Present
Lion Shares Services 2009 - 2010
Morgan Stanley Smith Barney May 2006 - August 2008
Skills
Risk Management, Financial Modeling, Financial Analysis, Microsoft Excel, Commodity Markets, PowerPoint, Analysis, Trading, Forecasting, Management, Finance, Microsoft Word, Social Media, Social Media Marketing, Public Speaking, Valuation
Education
Texas Christian University 2006 — 2010
Communications, Business, Energy Technology
Tenaska Power Services October 2010 - Present
DLZ Holdings llc August 2010 - Present
Lion Shares Services 2009 - 2010
Morgan Stanley Smith Barney May 2006 - August 2008
Skills
Risk Management, Financial Modeling, Financial Analysis, Microsoft Excel, Commodity Markets, PowerPoint, Analysis, Trading, Forecasting, Management, Finance, Microsoft Word, Social Media, Social Media Marketing, Public Speaking, Valuation
Education
Texas Christian University 2006 — 2010
Communications, Business, Energy Technology
Peggy W. Etheridge, CFP®'s Morgan Stanley Smith Barney Experience April 2003 - August 2012
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2012 - Present
Morgan Stanley Smith Barney April 2003 - August 2012
Prudential Securities January 1997 - April 2003
Dean Witter September 1992 - January 1997
Skills
Investments, CRM, Alternative Investments, Retirement Planning, Mutual Funds, Asset Allocation, Financial Analysis
Education
University of Houston 1980 — 1982
MBA, Finance
Texas A&M University 1975 — 1979
Bachelor of Science
Monsignor Kelley High
Graduate
Wells Fargo Advisors September 2012 - Present
Morgan Stanley Smith Barney April 2003 - August 2012
Prudential Securities January 1997 - April 2003
Dean Witter September 1992 - January 1997
Skills
Investments, CRM, Alternative Investments, Retirement Planning, Mutual Funds, Asset Allocation, Financial Analysis
Education
University of Houston 1980 — 1982
MBA, Finance
Texas A&M University 1975 — 1979
Bachelor of Science
Monsignor Kelley High
Graduate
Sharifa Chang-Nichols Sharifa Chang-Nichols's Morgan Stanley Smith Barney Experience September 2007 - July 2009
Job Account Manager experienced in increasing revenue through strong data analysis and relationship mgmt.
Industry Internet
Experience
Nextag June 2015 - Present
Become.com March 2014 - March 2015
Flashbay Inc March 2012 - March 2014
LivingFabric.com September 2009 - January 2012
Morgan Stanley Smith Barney September 2007 - July 2009
Morgan Stanley Smith Barney December 2005 - September 2007
State Farm Insurance July 2004 - November 2005
Wellington Management September 1999 - August 2003
Skills
Sales, Salesforce.com, Marketing Strategy, Product Marketing, Customer Service, Market Research, Business Development, Project Management, Business Analysis, Microsoft Office, E-commerce, Vendor Management, Email Marketing, CRM, Social Media Marketing, Social Media, Marketing Communications, Financial Analysis, Digital Marketing, SEO, Bloomberg Terminal, Product Management, Process Improvement, NetSuite, Management, Advertising, Leadership, Strategic Planning
Education
Suffolk University - Sawyer Business School 1999 — 2001
BS, Computer Information Systems
Nextag June 2015 - Present
Become.com March 2014 - March 2015
Flashbay Inc March 2012 - March 2014
LivingFabric.com September 2009 - January 2012
Morgan Stanley Smith Barney September 2007 - July 2009
Morgan Stanley Smith Barney December 2005 - September 2007
State Farm Insurance July 2004 - November 2005
Wellington Management September 1999 - August 2003
Skills
Sales, Salesforce.com, Marketing Strategy, Product Marketing, Customer Service, Market Research, Business Development, Project Management, Business Analysis, Microsoft Office, E-commerce, Vendor Management, Email Marketing, CRM, Social Media Marketing, Social Media, Marketing Communications, Financial Analysis, Digital Marketing, SEO, Bloomberg Terminal, Product Management, Process Improvement, NetSuite, Management, Advertising, Leadership, Strategic Planning
Education
Suffolk University - Sawyer Business School 1999 — 2001
BS, Computer Information Systems
Dan Drummond Dan Drummond's Morgan Stanley Smith Barney Experience December 2004 - October 2011
Job Financial Advisor at Smith Anglin Financial
Industry Financial Services
Experience
Smith Anglin Financial February 2014 - Present
The Botsford Group May 2013 - November 2013
BBVA Compass Investment Solutions November 2011 - April 2013
Morgan Stanley Smith Barney December 2004 - October 2011
Skills
Portfolio Management, Wealth Management, Investment Advisory, Investments
Education
Texas A&M University
Bachelor of Business Administration (BBA), Marketing
Smith Anglin Financial February 2014 - Present
The Botsford Group May 2013 - November 2013
BBVA Compass Investment Solutions November 2011 - April 2013
Morgan Stanley Smith Barney December 2004 - October 2011
Skills
Portfolio Management, Wealth Management, Investment Advisory, Investments
Education
Texas A&M University
Bachelor of Business Administration (BBA), Marketing
Ari Rokeach Ari Rokeach's Morgan Stanley Smith Barney Experience January 2011 - August 2011
Job Associate at Newmark Cornish & Carey
Industry Real Estate
Experience
Newmark Cornish & Carey July 2015 - Present
Hewins Financial Wipfli Hewins September 2013 - April 2015
Hewins Financial Wipfli Hewins March 2012 - August 2013
Hewins Financial Wipfli Hewins September 2011 - February 2012
Three Bridge Wealth Advisors, LLC July 2011 - August 2011
Morgan Stanley Smith Barney January 2011 - August 2011
UC Davis, Graduate School of Management March 2011 - June 2011
California-Asia Business Council September 2010 - October 2010
Skills
Tenant Representation, Lease Negotiations, Corporate Real Estate, Entrepreneurship, Relationship Building, Strategic Planning, Valuation, Portfolio Management, Business Development, CRM, Shared Office Space, Securities Valuation, Securities Market, Regression Analysis, Project Management, Decision Analysis, Microsoft Office, Key Client Relationships, Maintaining Strong..., Detailed Organization, Market Research, Microsoft Excel, Technical Analysis, Business Intelligence, Social Media, Investments, Wealth Management, Finance, PowerPoint
Education
University of California, Davis 2007 — 2011
BS, Managerial Economics, emphasis on Environmental and Resource Economics
Tel Aviv University 2009 — 2010
Study Abroad, Overseas Program
Newmark Cornish & Carey July 2015 - Present
Hewins Financial Wipfli Hewins September 2013 - April 2015
Hewins Financial Wipfli Hewins March 2012 - August 2013
Hewins Financial Wipfli Hewins September 2011 - February 2012
Three Bridge Wealth Advisors, LLC July 2011 - August 2011
Morgan Stanley Smith Barney January 2011 - August 2011
UC Davis, Graduate School of Management March 2011 - June 2011
California-Asia Business Council September 2010 - October 2010
Skills
Tenant Representation, Lease Negotiations, Corporate Real Estate, Entrepreneurship, Relationship Building, Strategic Planning, Valuation, Portfolio Management, Business Development, CRM, Shared Office Space, Securities Valuation, Securities Market, Regression Analysis, Project Management, Decision Analysis, Microsoft Office, Key Client Relationships, Maintaining Strong..., Detailed Organization, Market Research, Microsoft Excel, Technical Analysis, Business Intelligence, Social Media, Investments, Wealth Management, Finance, PowerPoint
Education
University of California, Davis 2007 — 2011
BS, Managerial Economics, emphasis on Environmental and Resource Economics
Tel Aviv University 2009 — 2010
Study Abroad, Overseas Program
Mitch Green, CPA Mitch Green, CPA's Morgan Stanley Smith Barney Experience January 2005 - August 2007
Job Senior Internal Auditor at Mary Kay Inc.
Industry Accounting
Experience
Mary Kay Inc. April 2012 - Present
McGladrey November 2010 - April 2012
Morgan Stanley Smith Barney January 2005 - August 2007
Skills
Financial Reporting, Accounting, Auditing, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, General Ledger, Financial Accounting, Internal Audit, QuickBooks, Account Reconciliation, Tax, GAAP, Accounts Payable, Finance, CPA, US GAAP, Microsoft Excel, Financial Statements, Forecasting
Education
Texas A&M University 2005 — 2010
Bachelors, Accounting
Texas A&M University 2005 — 2010
Masters, Finance
Mary Kay Inc. April 2012 - Present
McGladrey November 2010 - April 2012
Morgan Stanley Smith Barney January 2005 - August 2007
Skills
Financial Reporting, Accounting, Auditing, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, General Ledger, Financial Accounting, Internal Audit, QuickBooks, Account Reconciliation, Tax, GAAP, Accounts Payable, Finance, CPA, US GAAP, Microsoft Excel, Financial Statements, Forecasting
Education
Texas A&M University 2005 — 2010
Bachelors, Accounting
Texas A&M University 2005 — 2010
Masters, Finance
Gina Rufo Gina Rufo's Morgan Stanley Smith Barney Experience July 2007 - August 2010
Job
Industry Financial Services
Experience
Merrill Lynch September 2013 - Present
Merrill Lynch June 2012 - August 2013
Merrill Lynch Private Banking and Investment Group August 2010 - June 2012
Morgan Stanley Smith Barney July 2007 - August 2010
Skills
Series 7, Uniform Combined State..., Series 63, Series 66, Series 9, Series 10, Microsoft Excel, Wealth Management, Equities, Investments, Alternative Investments, Mutual Funds, Investment Strategies, New Business Development, Securities, Microsoft Word, Customer Service, Fixed Income, Sales, Marketing, Asset Managment, Compliance, Risk Governance
Education
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
Bachelor of Science, Finance, Marketing
Merrill Lynch September 2013 - Present
Merrill Lynch June 2012 - August 2013
Merrill Lynch Private Banking and Investment Group August 2010 - June 2012
Morgan Stanley Smith Barney July 2007 - August 2010
Skills
Series 7, Uniform Combined State..., Series 63, Series 66, Series 9, Series 10, Microsoft Excel, Wealth Management, Equities, Investments, Alternative Investments, Mutual Funds, Investment Strategies, New Business Development, Securities, Microsoft Word, Customer Service, Fixed Income, Sales, Marketing, Asset Managment, Compliance, Risk Governance
Education
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
Bachelor of Science, Finance, Marketing
Darwin Baucum Darwin Baucum's Morgan Stanley Smith Barney Experience October 2011 - December 2012
Job General Manager Stewart & Stevenson Corpus Christi
Industry Financial Services
Experience
Stewart & Stevenson May 2015 - Present
Holt Agribusiness January 2013 - May 2015
Morgan Stanley Smith Barney October 2011 - December 2012
Coastal Plains Equipment May 1997 - August 2011
Robstown Hardware (John Deere) January 1981 - January 1997
Skills
Investment portfolio..., retirement planning, education savings plans, life insurance/estate..., private banking, Mortgage Lending, Securities Lending, Commercial Lending, Series 7 and 66..., Life insurance license, IRAs, Investments, Investment Portfolio, Investment Advisory, Private Banking, Retirement Planning, Life Insurance, Wealth Management..., Financial Analysis, Estate Planning, Sales, Public Speaking
Education
Texas A&M University 1978 — 1980
PhD(abd), Agricultural Finance, 3.99/4.0
Texas A&M University-Kingsville 1976 — 1978
Master of Science (MS), Agricultural Economics, 3.88/4.0
Texas A&M University 1973 — 1976
Bachelor of Science (BS), Agricultural Economics, 3.0/4.0
Stewart & Stevenson May 2015 - Present
Holt Agribusiness January 2013 - May 2015
Morgan Stanley Smith Barney October 2011 - December 2012
Coastal Plains Equipment May 1997 - August 2011
Robstown Hardware (John Deere) January 1981 - January 1997
Skills
Investment portfolio..., retirement planning, education savings plans, life insurance/estate..., private banking, Mortgage Lending, Securities Lending, Commercial Lending, Series 7 and 66..., Life insurance license, IRAs, Investments, Investment Portfolio, Investment Advisory, Private Banking, Retirement Planning, Life Insurance, Wealth Management..., Financial Analysis, Estate Planning, Sales, Public Speaking
Education
Texas A&M University 1978 — 1980
PhD(abd), Agricultural Finance, 3.99/4.0
Texas A&M University-Kingsville 1976 — 1978
Master of Science (MS), Agricultural Economics, 3.88/4.0
Texas A&M University 1973 — 1976
Bachelor of Science (BS), Agricultural Economics, 3.0/4.0
Darrin Gold Darrin Gold's Morgan Stanley Smith Barney Experience 1992 - 1996
Job Senior Vice President at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS March 2001 - Present
Legg Mason May 1996 - November 2001
Morgan Stanley Smith Barney 1992 - 1996
Education
Suffolk University - Sawyer Business School 1991 — 1994
Bachelors, Economics
UBS March 2001 - Present
Legg Mason May 1996 - November 2001
Morgan Stanley Smith Barney 1992 - 1996
Education
Suffolk University - Sawyer Business School 1991 — 1994
Bachelors, Economics
Shannon Blease Nickel's Morgan Stanley Smith Barney Experience January 2008 - January 2010
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2012 - Present
Edward Jones January 2010 - April 2012
Morgan Stanley Smith Barney January 2008 - January 2010
Education
Texas Christian University
Merrill Lynch May 2012 - Present
Edward Jones January 2010 - April 2012
Morgan Stanley Smith Barney January 2008 - January 2010
Education
Texas Christian University
James Groce James Groce's Morgan Stanley Smith Barney Experience January 1996 - May 2012
Job Retired at Home
Industry Financial Services
Experience
Home May 2012 - Present
Morgan Stanley Smith Barney January 1996 - May 2012
Education
Texas Tech University
Bachelor of Science (BS), Chemical Engineering
Home May 2012 - Present
Morgan Stanley Smith Barney January 1996 - May 2012
Education
Texas Tech University
Bachelor of Science (BS), Chemical Engineering
Diego Alvarado Diego Alvarado's Morgan Stanley Smith Barney Experience June 2010 - June 2011
Job Client Advisor at Covestor
Industry Financial Services
Experience
Broadridge August 2015 - Present
Covestor November 2012 - April 2015
Merrill Lynch July 2011 - October 2012
Morgan Stanley Smith Barney June 2010 - June 2011
Longwood Cricket Club June 2001 - September 2010
Merrill Lynch September 2007 - May 2010
Skills
New Business Development, Start-ups, Financial Analysis, Asset Managment, Mutual Funds, Equities, Risk Management, Valuation, Bloomberg, Hedge Funds, Alternative Investments, Portfolio Management, Business Strategy, Securities, Entrepreneurship, Mergers, Financial Modeling, Asset Management, Finance, Investments, Insurance
Education
Suffolk University 2008 — 2010
Bachelor’s Degree, Finance, cum laude
Villanova University 2004 — 2005
BB&N 2001 — 2004
High School Diploma
Park School 1992 — 2001
Broadridge August 2015 - Present
Covestor November 2012 - April 2015
Merrill Lynch July 2011 - October 2012
Morgan Stanley Smith Barney June 2010 - June 2011
Longwood Cricket Club June 2001 - September 2010
Merrill Lynch September 2007 - May 2010
Skills
New Business Development, Start-ups, Financial Analysis, Asset Managment, Mutual Funds, Equities, Risk Management, Valuation, Bloomberg, Hedge Funds, Alternative Investments, Portfolio Management, Business Strategy, Securities, Entrepreneurship, Mergers, Financial Modeling, Asset Management, Finance, Investments, Insurance
Education
Suffolk University 2008 — 2010
Bachelor’s Degree, Finance, cum laude
Villanova University 2004 — 2005
BB&N 2001 — 2004
High School Diploma
Park School 1992 — 2001
Bryan Charles Bryan Charles's Morgan Stanley Smith Barney Experience August 2008 - May 2010
Job Investment Associate at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management May 2010 - Present
Morgan Stanley Smith Barney August 2008 - May 2010
Merrill Lynch January 2008 - August 2008
Education
Texas State University-San Marcos 2004 — 2007
BBA, Finance and Economics
UBS Private Wealth Management May 2010 - Present
Morgan Stanley Smith Barney August 2008 - May 2010
Merrill Lynch January 2008 - August 2008
Education
Texas State University-San Marcos 2004 — 2007
BBA, Finance and Economics
Ryan Balsam Ryan Balsam's Morgan Stanley Smith Barney Experience June 2009 - May 2012
Job
Industry Computer Software
Experience
Deutsche Bank January 2014 - Present
Deutsche Bank November 2012 - January 2014
Deutsche Bank June 2012 - November 2012
Morgan Stanley Smith Barney June 2009 - May 2012
Morgan Stanley August 2005 - May 2012
BMG Columbia House March 2004 - August 2005
BMG Columbia House May 2003 - March 2004
BMG Columbia House October 2002 - May 2003
ChipData Inc. December 2000 - August 2002
ChipData Inc. May 2000 - December 2000
Skills
Performance Testing, Performance Tuning, Capacity Planning, Vendor Management, Performance Analysis, DevOps, Test Automation, Performance Engineering, Capacity Management, Performance Metrics, Analysis, IT Strategy, Performance Measurement, Performance Management, Software Development, Databases, ITIL, SDLC, Performance Improvement, Software Documentation, Quality Assurance, Application Architecture, SOA, Testing, Web Services, Business Analysis, Capacity Utilization, Capacity Analysis, Capacity Modeling, Performance Enhancement, Offshore Management, Software Deployment, Configuration Management
Education
Texas A&M University
Bachelors Business Administration, Information & Operations Management
Deutsche Bank January 2014 - Present
Deutsche Bank November 2012 - January 2014
Deutsche Bank June 2012 - November 2012
Morgan Stanley Smith Barney June 2009 - May 2012
Morgan Stanley August 2005 - May 2012
BMG Columbia House March 2004 - August 2005
BMG Columbia House May 2003 - March 2004
BMG Columbia House October 2002 - May 2003
ChipData Inc. December 2000 - August 2002
ChipData Inc. May 2000 - December 2000
Skills
Performance Testing, Performance Tuning, Capacity Planning, Vendor Management, Performance Analysis, DevOps, Test Automation, Performance Engineering, Capacity Management, Performance Metrics, Analysis, IT Strategy, Performance Measurement, Performance Management, Software Development, Databases, ITIL, SDLC, Performance Improvement, Software Documentation, Quality Assurance, Application Architecture, SOA, Testing, Web Services, Business Analysis, Capacity Utilization, Capacity Analysis, Capacity Modeling, Performance Enhancement, Offshore Management, Software Deployment, Configuration Management
Education
Texas A&M University
Bachelors Business Administration, Information & Operations Management
Arlene Wilson Arlene Wilson's Morgan Stanley Smith Barney Experience March 2005 - November 2011
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2011 - Present
Morgan Stanley Smith Barney March 2005 - November 2011
Merrill Lynch April 1984 - August 2002
Skills
Retirement Planning
Education
Temple University - Fox School of Business and Management
Ameriprise Financial Services, Inc. November 2011 - Present
Morgan Stanley Smith Barney March 2005 - November 2011
Merrill Lynch April 1984 - August 2002
Skills
Retirement Planning
Education
Temple University - Fox School of Business and Management
Charles Pavlov Charles Pavlov's Morgan Stanley Smith Barney Experience January 2009 - Present
Job First Vice President Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2009 - Present
Merrill Lynch July 1978 - January 2009
Education
Temple University 1969 — 1973
BS Communications, Radio-TV-Film
Morgan Stanley Smith Barney January 2009 - Present
Merrill Lynch July 1978 - January 2009
Education
Temple University 1969 — 1973
BS Communications, Radio-TV-Film
William Billy Busch William Billy Busch's Morgan Stanley Smith Barney Experience April 2009 - Present
Job Senior Vice President & Senior Investment Management Consultant for The Busch Group at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Abilene Christian University Board of Trustees 2010 - Present
Morgan Stanley Smith Barney April 2009 - Present
UBS May 2008 - April 2009
UBS January 2004 - May 2008
Merrill Lynch 1999 - 2004
Merrill Lynch 1998 - 1999
Merrill Lynch 1996 - 1998
Merrill Lynch 1995 - 1996
Major Market Banks 1982 - 1995
Skills
Financial Analysis, Series 7, Investments, Retirement Planning, Strategic Planning, Loans, Portfolio Management
Education
Texas A&M University 1977 — 1982
Bachelor of Science
University of Pennsylvania - The Wharton School
Executive Leadership Program
Abilene Christian University Board of Trustees 2010 - Present
Morgan Stanley Smith Barney April 2009 - Present
UBS May 2008 - April 2009
UBS January 2004 - May 2008
Merrill Lynch 1999 - 2004
Merrill Lynch 1998 - 1999
Merrill Lynch 1996 - 1998
Merrill Lynch 1995 - 1996
Major Market Banks 1982 - 1995
Skills
Financial Analysis, Series 7, Investments, Retirement Planning, Strategic Planning, Loans, Portfolio Management
Education
Texas A&M University 1977 — 1982
Bachelor of Science
University of Pennsylvania - The Wharton School
Executive Leadership Program
Russell Suskind's Morgan Stanley Smith Barney Experience May 2011 - August 2011
Job CoFounder at Tuck Beds
Industry Internet
Experience
Tuck Beds August 2015 - Present
Venture For America July 2014 - Present
SLOPE January 2015 - July 2015
LevelEleven August 2014 - January 2015
UBS Wealth Management June 2013 - August 2013
Fannation, LLC March 2012 - September 2012
Pencil It In, LLC May 2011 - September 2011
Morgan Stanley Smith Barney May 2011 - August 2011
Automated June 2010 - August 2010
Skills
Team Leadership, Innovation, Project Management, Entrepreneurship, PowerPoint, Microsoft Excel, Research, Analysis, Equities, Market Research, Management, Leadership, Facebook, Investments, Microsoft Office, Social Media
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2014
B.S. Entrepreneurship and Emerging Entreprises; Minor: Economics, Senior
The Gunnery 2009 — 2010
High School, Graduate
University School
Tuck Beds August 2015 - Present
Venture For America July 2014 - Present
SLOPE January 2015 - July 2015
LevelEleven August 2014 - January 2015
UBS Wealth Management June 2013 - August 2013
Fannation, LLC March 2012 - September 2012
Pencil It In, LLC May 2011 - September 2011
Morgan Stanley Smith Barney May 2011 - August 2011
Automated June 2010 - August 2010
Skills
Team Leadership, Innovation, Project Management, Entrepreneurship, PowerPoint, Microsoft Excel, Research, Analysis, Equities, Market Research, Management, Leadership, Facebook, Investments, Microsoft Office, Social Media
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2014
B.S. Entrepreneurship and Emerging Entreprises; Minor: Economics, Senior
The Gunnery 2009 — 2010
High School, Graduate
University School
Evan Landrum Evan Landrum's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Real Estate Manager Relocations at Family Dollar Stores, Inc.
Industry Retail
Experience
Family Dollar October 2013 - Present
Family Dollar March 2011 - September 2013
UNC Charlotte Urban Institute August 2010 - February 2011
Morgan Stanley Smith Barney June 2009 - August 2009
Holland, Johns, Schwartz, and Penny, L.L.P. June 2008 - December 2008
Skills
Spatial Analysis, ArcGIS, Alteryx, MapInfo Professional, PDF Creator, APT, Regression Models, Microsoft Office, Accruent Project..., Trade Area Systems..., Market Analysis, Retail Sales Forecasting, Cartography, Location Intelligence, Marketing Strategy
Education
University of North Carolina at Charlotte 2010 — 2013
MA, Location Analysis
Texas Christian University 2006 — 2010
BA, Geography, Business
Family Dollar October 2013 - Present
Family Dollar March 2011 - September 2013
UNC Charlotte Urban Institute August 2010 - February 2011
Morgan Stanley Smith Barney June 2009 - August 2009
Holland, Johns, Schwartz, and Penny, L.L.P. June 2008 - December 2008
Skills
Spatial Analysis, ArcGIS, Alteryx, MapInfo Professional, PDF Creator, APT, Regression Models, Microsoft Office, Accruent Project..., Trade Area Systems..., Market Analysis, Retail Sales Forecasting, Cartography, Location Intelligence, Marketing Strategy
Education
University of North Carolina at Charlotte 2010 — 2013
MA, Location Analysis
Texas Christian University 2006 — 2010
BA, Geography, Business
Kavon Moradi Kavon Moradi's Morgan Stanley Smith Barney Experience January 2010 - July 2011
Job Financial Consultant at AXA Advisors
Industry Investment Management
Experience
AXA Advisors August 2011 - Present
Morgan Stanley Smith Barney January 2010 - July 2011
D & K Company April 2009 - March 2010
ASD Healthcare May 2005 - May 2009
Konica Minolta December 2003 - May 2005
Bankston Nissan Dallas August 2003 - December 2003
Skills
SERIES 66, SERIES 31, Licensed Life & Health..., Cold Calling, Account Management, Sales Management, Series 7, Uniform Combined State..., Salesforce.com
Education
Texas A&M University 1999 — 2003
B.S. Degree, Marketing
Coppell High School 1995 — 1999
Diploma, 9th, 12th
AXA Advisors August 2011 - Present
Morgan Stanley Smith Barney January 2010 - July 2011
D & K Company April 2009 - March 2010
ASD Healthcare May 2005 - May 2009
Konica Minolta December 2003 - May 2005
Bankston Nissan Dallas August 2003 - December 2003
Skills
SERIES 66, SERIES 31, Licensed Life & Health..., Cold Calling, Account Management, Sales Management, Series 7, Uniform Combined State..., Salesforce.com
Education
Texas A&M University 1999 — 2003
B.S. Degree, Marketing
Coppell High School 1995 — 1999
Diploma, 9th, 12th
Dave Wolfgang, CRPS®, CRPC® Dave Wolfgang, CRPS®, CRPC®'s Morgan Stanley Smith Barney Experience May 2006 - November 2010
Job Financial Analyst at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors May 2013 - Present
Lincoln Financial Advisors October 2010 - May 2013
Morgan Stanley Smith Barney May 2006 - November 2010
Benjamin Moore & Co. June 1999 - May 2006
Skills
Retirement Planning, Training, Strategic Financial..., Series 7, Mutual Funds, 401k, Retirement, Fixed Annuities, Wealth Management, Securities, Alternative Investments, Asset Allocation, Investment Advisory, Investments, Financial Analysis, Portfolio Management, Uniform Combined State..., Series 6, Finance, Financial Planning
Education
Temple University 2004 — 2007
BBA, Accounting
Lincoln Financial Advisors May 2013 - Present
Lincoln Financial Advisors October 2010 - May 2013
Morgan Stanley Smith Barney May 2006 - November 2010
Benjamin Moore & Co. June 1999 - May 2006
Skills
Retirement Planning, Training, Strategic Financial..., Series 7, Mutual Funds, 401k, Retirement, Fixed Annuities, Wealth Management, Securities, Alternative Investments, Asset Allocation, Investment Advisory, Investments, Financial Analysis, Portfolio Management, Uniform Combined State..., Series 6, Finance, Financial Planning
Education
Temple University 2004 — 2007
BBA, Accounting
Ana Nikolic Ana Nikolic's Morgan Stanley Smith Barney Experience February 2011 - May 2011
Job Financial Reporting Associate International Insurance at Prudential Financial
Industry Financial Services
Experience
Prudential Financial July 2011 - Present
Quality World Products June 2008 - October 2012
Temple University September 2011 - December 2011
Financial Management Association- Temple University Chapter September 2010 - December 2011
Prudential Financial June 2011 - August 2011
Morgan Stanley Smith Barney February 2011 - May 2011
Education
Temple University 2009 — 2012
Business, International Business, Finance
Prudential Financial July 2011 - Present
Quality World Products June 2008 - October 2012
Temple University September 2011 - December 2011
Financial Management Association- Temple University Chapter September 2010 - December 2011
Prudential Financial June 2011 - August 2011
Morgan Stanley Smith Barney February 2011 - May 2011
Education
Temple University 2009 — 2012
Business, International Business, Finance
Sam Auderer's Morgan Stanley Smith Barney Experience May 2007 - August 2007
Job Manager of Payor Relations
Industry Hospital & Health Care
Experience
United Allergy Services March 2015 - Present
United Allergy Services July 2014 - March 2015
United Allergy Services September 2013 - July 2014
United Allergy Services July 2012 - September 2013
United Allergy Services April 2012 - July 2012
United Allergy Services July 2011 - April 2012
United Allergy Labs September 2010 - July 2011
Morgan Stanley Smith Barney May 2007 - August 2007
Skills
Insurance, Microsoft Office, Customer Service, Customer Relations, Salesforce.com, Healthcare, Financial Analysis, Microsoft Excel, PowerPoint, Outlook, Sales, Strategic Planning, Microsoft Word, Management, Data Analysis, Project Management, Process Improvement, Analysis, Operations Management, Finance
Education
Texas A&M University - Mays Business School 2006 — 2010
Bachelors in Business Administration, Finance
United Allergy Services March 2015 - Present
United Allergy Services July 2014 - March 2015
United Allergy Services September 2013 - July 2014
United Allergy Services July 2012 - September 2013
United Allergy Services April 2012 - July 2012
United Allergy Services July 2011 - April 2012
United Allergy Labs September 2010 - July 2011
Morgan Stanley Smith Barney May 2007 - August 2007
Skills
Insurance, Microsoft Office, Customer Service, Customer Relations, Salesforce.com, Healthcare, Financial Analysis, Microsoft Excel, PowerPoint, Outlook, Sales, Strategic Planning, Microsoft Word, Management, Data Analysis, Project Management, Process Improvement, Analysis, Operations Management, Finance
Education
Texas A&M University - Mays Business School 2006 — 2010
Bachelors in Business Administration, Finance
Ana George Ana George's Morgan Stanley Smith Barney Experience November 2011 - Present
Job Registered Client Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 2011 - Present
The Vanguard Group September 2010 - April 2012
Vanguard November 2009 - September 2010
Enterprise Rent-A-Car May 2009 - November 2009
Ameriprise Financial Services, Inc. August 2008 - October 2008
Skills
Finance, Equities, Mutual Funds
Education
Temple University 2004 — 2008
BBA, Finance/ Real Estate
Morgan Stanley Smith Barney November 2011 - Present
The Vanguard Group September 2010 - April 2012
Vanguard November 2009 - September 2010
Enterprise Rent-A-Car May 2009 - November 2009
Ameriprise Financial Services, Inc. August 2008 - October 2008
Skills
Finance, Equities, Mutual Funds
Education
Temple University 2004 — 2008
BBA, Finance/ Real Estate
Lee Walla Lee Walla's Morgan Stanley Smith Barney Experience July 1995 - March 1999
Job Realtor at Carrington Real Estate
Industry Broadcast Media
Experience
Sema, Inc January 2010 - Present
Coldwell Banker Residential Brokerage November 2012 - June 2015
Keller Citizen/Star-Telegram June 2009 - August 2009
Salem Radio; News Talk 660 KSKY January 2007 - December 2007
Univision Radio August 2005 - December 2005
KRLD/Texas Rangers Radio 1999 - 2005
Sports Radio 1310 The Ticket February 2004 - November 2004
CBS Radio March 1999 - February 2004
NewsRadio 1080 KRLD February 1999 - February 2004
Morgan Stanley Smith Barney July 1995 - March 1999
Skills
Radio, Media Buying, Advertising, Radio Advertising, Marketing, Residential Real Estate, Residential Homes, Negotiation, New Business Development, Cold Calling, Customer Service, Social Networking, Advertising Sales, Social Media Marketing, Sales, Online Advertising, Online Marketing, Marketing Strategy, Email Marketing, Selling
Education
Texas State University 1982 — 1984
psychology, interior design
Sema, Inc January 2010 - Present
Coldwell Banker Residential Brokerage November 2012 - June 2015
Keller Citizen/Star-Telegram June 2009 - August 2009
Salem Radio; News Talk 660 KSKY January 2007 - December 2007
Univision Radio August 2005 - December 2005
KRLD/Texas Rangers Radio 1999 - 2005
Sports Radio 1310 The Ticket February 2004 - November 2004
CBS Radio March 1999 - February 2004
NewsRadio 1080 KRLD February 1999 - February 2004
Morgan Stanley Smith Barney July 1995 - March 1999
Skills
Radio, Media Buying, Advertising, Radio Advertising, Marketing, Residential Real Estate, Residential Homes, Negotiation, New Business Development, Cold Calling, Customer Service, Social Networking, Advertising Sales, Social Media Marketing, Sales, Online Advertising, Online Marketing, Marketing Strategy, Email Marketing, Selling
Education
Texas State University 1982 — 1984
psychology, interior design
Fran Begley Fran Begley's Morgan Stanley Smith Barney Experience February 2010 - August 2011
Job Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2014 - Present
Financial Products, LLC September 2011 - July 2014
Morgan Stanley Smith Barney February 2010 - August 2011
Citigroup April 1999 - January 2010
Paine Webber September 1998 - April 1999
Skills
Equities, Derivatives, Financial Markets, Structured Products, Options, Compliance, Customer Relations, Securities, Investments, FX Options, Structured Finance, Customer Service, Financial Services, Commodity, ETFs, Financial Advisory
Education
Temple University
EMBA, Business
Temple University
BBA, Business (Computer Science, Management and Economics)
Wells Fargo Securities July 2014 - Present
Financial Products, LLC September 2011 - July 2014
Morgan Stanley Smith Barney February 2010 - August 2011
Citigroup April 1999 - January 2010
Paine Webber September 1998 - April 1999
Skills
Equities, Derivatives, Financial Markets, Structured Products, Options, Compliance, Customer Relations, Securities, Investments, FX Options, Structured Finance, Customer Service, Financial Services, Commodity, ETFs, Financial Advisory
Education
Temple University
EMBA, Business
Temple University
BBA, Business (Computer Science, Management and Economics)
Jill Yanofsky Jill Yanofsky's Morgan Stanley Smith Barney Experience 2003 - 2005
Job Certified Inside Sales Professional helping to grow MidSize, Large and Enterprise Business 6172502196
Industry Computer Software
Experience
Intuit June 2014 - Present
HighRock Associates 2005 - Present
Thinking Phone Networks 2013 - 2014
Infochimps (a CSC Company) 2013 - 2013
Constellation Research Group 2012 - 2013
ImprovBoston 2011 - 2013
Endeca (Sold to Oracle) May 2011 - May 2012
By Appointment Only, Inc. August 2009 - January 2011
Morgan Stanley Smith Barney 2003 - 2005
UBS 2001 - 2003
Skills
recruiting, Financial Recruiting, Technical Recruiting, Lead Generation, Business Intelligence, Social Media, B2B, Account Management, Software Sales, Sales Recruitment, Acting, Improvisational Comedy, Improvisation, Singing, Speaking Engagements, Cold Calling, Social Networking, Professional Networking, New Business Development, Recruiting, social networking, Business Networking, Public Speaking, Enterprise Software, Analytics, CRM, Entrepreneurship, Software Industry, Solution Selling, Sales Operations, Leadership, SaaS, Sales, Salesforce.com, Management, Sales Management, Networking, Selling, Marketing, Negotiation, Strategy, Talent Acquisition, Consulting, Training, Strategic Partnerships, Coaching, Demand Generation, Sales Presentations, Executive Management, Professional Services
Education
Syracuse University
B.S.
Needham High School
Intuit June 2014 - Present
HighRock Associates 2005 - Present
Thinking Phone Networks 2013 - 2014
Infochimps (a CSC Company) 2013 - 2013
Constellation Research Group 2012 - 2013
ImprovBoston 2011 - 2013
Endeca (Sold to Oracle) May 2011 - May 2012
By Appointment Only, Inc. August 2009 - January 2011
Morgan Stanley Smith Barney 2003 - 2005
UBS 2001 - 2003
Skills
recruiting, Financial Recruiting, Technical Recruiting, Lead Generation, Business Intelligence, Social Media, B2B, Account Management, Software Sales, Sales Recruitment, Acting, Improvisational Comedy, Improvisation, Singing, Speaking Engagements, Cold Calling, Social Networking, Professional Networking, New Business Development, Recruiting, social networking, Business Networking, Public Speaking, Enterprise Software, Analytics, CRM, Entrepreneurship, Software Industry, Solution Selling, Sales Operations, Leadership, SaaS, Sales, Salesforce.com, Management, Sales Management, Networking, Selling, Marketing, Negotiation, Strategy, Talent Acquisition, Consulting, Training, Strategic Partnerships, Coaching, Demand Generation, Sales Presentations, Executive Management, Professional Services
Education
Syracuse University
B.S.
Needham High School
Ann Beamer Ann Beamer's Morgan Stanley Smith Barney Experience 1985 - November 2010
Job Retired Senior Assistant to The Morgia Group @ Hightower Advisors
Industry Financial Services
Experience
The Morgia Group @ Hightower Advisors November 2010 - September 2011
Morgan Stanley Smith Barney 1985 - November 2010
Education
SUNY College of Technology at Canton 1961 — 1963
Associate of Arts and Sciences (AAS), Administrative Assistant and Secretarial Science, General
The Morgia Group @ Hightower Advisors November 2010 - September 2011
Morgan Stanley Smith Barney 1985 - November 2010
Education
SUNY College of Technology at Canton 1961 — 1963
Associate of Arts and Sciences (AAS), Administrative Assistant and Secretarial Science, General
Jesse Carranza Jesse Carranza's Morgan Stanley Smith Barney Experience March 2005 - September 2011
Job Business Development Officer
Industry Financial Services
Experience
Smith Group Asset Management September 2011 - Present
Morgan Stanley Smith Barney March 2005 - September 2011
Morgan Stanley Smith Barney August 2007 - March 2008
University of Georgia - Student Health Center Mental Health Clinic August 1999 - August 2000
United States Army January 1996 - June 1999
Skills
Series 7, Series 66, Asset Allocation, Uniform Combined State..., Financial Advisory, Series 63, Mutual Funds, ETFs, Alternative Investments, Strategic Financial..., Banking, Asset Management, Investment Advisory, Portfolio Management, Wealth Management, Investment Strategies, Equity Research, Strategy, Series 65, Securities, FINRA, Trading, Equities, Hedge Funds, Separately Managed..., Investment Management, Wealth Management..., Fixed Income, Retirement Planning
Education
Texas A&M University-Commerce 2001 — 2003
Bachelors of Business Administration, BBA
Ball High School
Ball High School
Smith Group Asset Management September 2011 - Present
Morgan Stanley Smith Barney March 2005 - September 2011
Morgan Stanley Smith Barney August 2007 - March 2008
University of Georgia - Student Health Center Mental Health Clinic August 1999 - August 2000
United States Army January 1996 - June 1999
Skills
Series 7, Series 66, Asset Allocation, Uniform Combined State..., Financial Advisory, Series 63, Mutual Funds, ETFs, Alternative Investments, Strategic Financial..., Banking, Asset Management, Investment Advisory, Portfolio Management, Wealth Management, Investment Strategies, Equity Research, Strategy, Series 65, Securities, FINRA, Trading, Equities, Hedge Funds, Separately Managed..., Investment Management, Wealth Management..., Fixed Income, Retirement Planning
Education
Texas A&M University-Commerce 2001 — 2003
Bachelors of Business Administration, BBA
Ball High School
Ball High School
Matt Raisman Matt Raisman's Morgan Stanley Smith Barney Experience October 2004 - May 2007
Job External Wholesaler at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors July 2014 - Present
Lincoln Financial Distributors August 2013 - July 2014
Lincoln Financial Distributors July 2010 - July 2013
Lincoln Financial Distributors 2007 - June 2010
Morgan Stanley Smith Barney October 2004 - May 2007
Alpha Epsilon Pi Fraternity 2003 - 2007
Skills
Series 6, Series 63, Life & Health Insurance..., CLTC, Team Leadership, Leadership, Series 26, Sales, Business Planning, Insurance, Investments
Education
Temple University - Fox School of Business and Management 2003 — 2007
Bachelors of Science, Marketing
Lincoln Financial Distributors July 2014 - Present
Lincoln Financial Distributors August 2013 - July 2014
Lincoln Financial Distributors July 2010 - July 2013
Lincoln Financial Distributors 2007 - June 2010
Morgan Stanley Smith Barney October 2004 - May 2007
Alpha Epsilon Pi Fraternity 2003 - 2007
Skills
Series 6, Series 63, Life & Health Insurance..., CLTC, Team Leadership, Leadership, Series 26, Sales, Business Planning, Insurance, Investments
Education
Temple University - Fox School of Business and Management 2003 — 2007
Bachelors of Science, Marketing
Bradley Richards Bradley Richards's Morgan Stanley Smith Barney Experience 2010 - 2012
Job Associate Director of Alumni Affairs at The Wharton School
Industry Education Management
Experience
The Wharton School 2012 - Present
Morgan Stanley Smith Barney 2010 - 2012
RICHARDSAPEX, INC July 1992 - October 2007
Skills
Non-profits, Fundraising, Nonprofits, Philanthropy, Grant Writing, Public Speaking, Community Outreach, Strategic Planning, Event Planning, Leadership Development, Public Relations, Program Development, Leadership, Social Media, Higher Education, Policy Analysis, Business Development, Research, Marketing Communications, Volunteer Management, Marketing, Strategy, Team Building, Strategic Communications, Event Management, Program Management, Public Policy, Microsoft Office, Media Relations, Social Media Marketing, Proposal Writing
Education
Temple University - Fox School of Business and Management 2008 — 2010
MBA, Finance & Marketing
University of Pennsylvania 1988 — 1992
Bachelor of Arts, English
The Wharton School 2012 - Present
Morgan Stanley Smith Barney 2010 - 2012
RICHARDSAPEX, INC July 1992 - October 2007
Skills
Non-profits, Fundraising, Nonprofits, Philanthropy, Grant Writing, Public Speaking, Community Outreach, Strategic Planning, Event Planning, Leadership Development, Public Relations, Program Development, Leadership, Social Media, Higher Education, Policy Analysis, Business Development, Research, Marketing Communications, Volunteer Management, Marketing, Strategy, Team Building, Strategic Communications, Event Management, Program Management, Public Policy, Microsoft Office, Media Relations, Social Media Marketing, Proposal Writing
Education
Temple University - Fox School of Business and Management 2008 — 2010
MBA, Finance & Marketing
University of Pennsylvania 1988 — 1992
Bachelor of Arts, English
Siria Pylar Pinkston Siria Pylar Pinkston's Morgan Stanley Smith Barney Experience September 1994 - June 2012
Job Financial Advisor, First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2012 - Present
Morgan Stanley Smith Barney September 1994 - June 2012
Banc One Securities June 1986 - September 1994
Skills
Investments, Securities, Alternative Investments, Financial Services, Finance, Asset Allocation, Mutual Funds, Due Diligence, Employee Benefits, Communication, Retirement Planning, Investment Strategies, FINRA, Insurance, Portfolio Management, Asset Management, Financial Analysis
Education
Texas Christian University - M.J. Neeley School of Business 1982 — 1986
BBA, Finance/Real Estate and Political Science
Wells Fargo Advisors, LLC June 2012 - Present
Morgan Stanley Smith Barney September 1994 - June 2012
Banc One Securities June 1986 - September 1994
Skills
Investments, Securities, Alternative Investments, Financial Services, Finance, Asset Allocation, Mutual Funds, Due Diligence, Employee Benefits, Communication, Retirement Planning, Investment Strategies, FINRA, Insurance, Portfolio Management, Asset Management, Financial Analysis
Education
Texas Christian University - M.J. Neeley School of Business 1982 — 1986
BBA, Finance/Real Estate and Political Science
Dominic Marinucci Dominic Marinucci's Morgan Stanley Smith Barney Experience February 2010 - August 2011
Job Financial Advisor at uFinancial Group
Industry Financial Services
Experience
uFinancial Group August 2011 - Present
Morgan Stanley Smith Barney February 2010 - August 2011
Sovereign Bank/ Investment Services at Sovereign Bank 2005 - 2009
Hudson United Bank 2004 - 2005
Commerce Capital Markets 2002 - 2004
Philadelphia Security Products, Inc 1996 - 2002
Skills
Financial Advisory, Retirement Planning, Wealth Management, Mutual Funds, Fixed Annuities, Investment Advisory, Asset Allocation, Investments, Investment Strategies, Financial Planning, Life Insurance, Retirement Plans, education planning, Equities, Fixed Income, Annuities, Annuity, ETFs, Trusts, Estate Planning, IRA Rollovers, IRA's, Roth IRA, Simple IRA, 401k, 401k Rollovers, 401 K Rollovers, Succession Planning, Disability Insurance, Retirement Income..., variable annuities, Investment Banking, Insurance, Wealth Preservation..., Personal Finance, Managed Money, Asset Management, Wealth, Insurance Planning, Wealth Accumulation, Securities, Financial Advice, Financial Services, Portfolio Management, Bicycle, Mountain Biking, Cycling
Education
Temple University - Fox School of Business and Management 1995 — 1998
BBA
Temple University - Fox School of Business and Management
Bachelor's degree
uFinancial Group August 2011 - Present
Morgan Stanley Smith Barney February 2010 - August 2011
Sovereign Bank/ Investment Services at Sovereign Bank 2005 - 2009
Hudson United Bank 2004 - 2005
Commerce Capital Markets 2002 - 2004
Philadelphia Security Products, Inc 1996 - 2002
Skills
Financial Advisory, Retirement Planning, Wealth Management, Mutual Funds, Fixed Annuities, Investment Advisory, Asset Allocation, Investments, Investment Strategies, Financial Planning, Life Insurance, Retirement Plans, education planning, Equities, Fixed Income, Annuities, Annuity, ETFs, Trusts, Estate Planning, IRA Rollovers, IRA's, Roth IRA, Simple IRA, 401k, 401k Rollovers, 401 K Rollovers, Succession Planning, Disability Insurance, Retirement Income..., variable annuities, Investment Banking, Insurance, Wealth Preservation..., Personal Finance, Managed Money, Asset Management, Wealth, Insurance Planning, Wealth Accumulation, Securities, Financial Advice, Financial Services, Portfolio Management, Bicycle, Mountain Biking, Cycling
Education
Temple University - Fox School of Business and Management 1995 — 1998
BBA
Temple University - Fox School of Business and Management
Bachelor's degree
Celeste Luna Celeste Luna's Morgan Stanley Smith Barney Experience October 2000 - January 2009
Job Investment Associate
Industry Financial Services
Experience
UBS Financial Services Inc. January 2009 - Present
Morgan Stanley Smith Barney October 2000 - January 2009
American Express Financial Advisors June 2000 - October 2000
State Bank & Trust of Seguin January 1995 - May 2000
Education
Texas State University-San Marcos 1995 — 2000
BS
Texas Lutheran University 1994 — 1995
Seguin High School 1991 — 1995
UBS Financial Services Inc. January 2009 - Present
Morgan Stanley Smith Barney October 2000 - January 2009
American Express Financial Advisors June 2000 - October 2000
State Bank & Trust of Seguin January 1995 - May 2000
Education
Texas State University-San Marcos 1995 — 2000
BS
Texas Lutheran University 1994 — 1995
Seguin High School 1991 — 1995
Andy Lewis Andy Lewis's Morgan Stanley Smith Barney Experience January 2000 - April 2007
Job Investment Management Professional experienced in equity research/analysis and trading
Industry Financial Services
Experience
Leapforce July 2015 - Present
Lewis Asset Management October 2010 - May 2015
Maverick Trading December 2012 - January 2014
Cougar Investment Fund, LLC January 2009 - September 2010
Morgan Stanley Smith Barney January 2000 - April 2007
Wells Fargo Advisors January 1999 - January 2000
Skills
Equities, Portfolio Management, Options, Trading, Valuation, Investment Strategies, Risk Management, Hedging, Equity Trading, Analysis, Asset Management, Investments, Investment Management, Equity Research, Financial Markets, Securities, Asset Allocation, Financial Analysis, Strategy, ETFs, Bloomberg
Education
University of Houston, C.T. Bauer College of Business 2008 — 2010
MBA, Certificate in Financial Services Management
Texas State University 1994 — 1998
Bachelor of Business Administration, Marketing
Leapforce July 2015 - Present
Lewis Asset Management October 2010 - May 2015
Maverick Trading December 2012 - January 2014
Cougar Investment Fund, LLC January 2009 - September 2010
Morgan Stanley Smith Barney January 2000 - April 2007
Wells Fargo Advisors January 1999 - January 2000
Skills
Equities, Portfolio Management, Options, Trading, Valuation, Investment Strategies, Risk Management, Hedging, Equity Trading, Analysis, Asset Management, Investments, Investment Management, Equity Research, Financial Markets, Securities, Asset Allocation, Financial Analysis, Strategy, ETFs, Bloomberg
Education
University of Houston, C.T. Bauer College of Business 2008 — 2010
MBA, Certificate in Financial Services Management
Texas State University 1994 — 1998
Bachelor of Business Administration, Marketing
Scott Thaxton, JD, CRPC® Scott Thaxton, JD, CRPC®'s Morgan Stanley Smith Barney Experience August 1995 - February 1998
Job CarrThaxton Financial Group
Industry Investment Management
Experience
CarrThaxton Financial Group February 1998 - Present
Morgan Stanley Smith Barney August 1995 - February 1998
Bayer & Associates, PC September 1992 - August 1995
Cetlin & Chin Attorneys at Law September 1990 - September 1992
Widett, Glazer & McCarthy September 1988 - September 1989
Skills
Strategic Consulting, Public Speaking, Dispute Resolution, Negotiation, Investments, Retirement Planning, Securities, Strategic Financial..., Retirement, Financial Services, Financial Planners, Insurance, Mutual Funds, Series 7, Asset Management, Finance, Financial Advisory, Estate Planning, Wealth, FINRA, Alternative Investments, Risk Management, Wealth Management, Series 63, Asset Allocation, Portfolio Management, Investment Management, Hedge Funds, ETFs
Education
Suffolk University Law School 1987 — 1990
Juris Doctor, Business Law & Negotiation
University of Wisconsin-Madison 1981 — 1985
Bachelor of Arts, Social Psychology / English
CarrThaxton Financial Group February 1998 - Present
Morgan Stanley Smith Barney August 1995 - February 1998
Bayer & Associates, PC September 1992 - August 1995
Cetlin & Chin Attorneys at Law September 1990 - September 1992
Widett, Glazer & McCarthy September 1988 - September 1989
Skills
Strategic Consulting, Public Speaking, Dispute Resolution, Negotiation, Investments, Retirement Planning, Securities, Strategic Financial..., Retirement, Financial Services, Financial Planners, Insurance, Mutual Funds, Series 7, Asset Management, Finance, Financial Advisory, Estate Planning, Wealth, FINRA, Alternative Investments, Risk Management, Wealth Management, Series 63, Asset Allocation, Portfolio Management, Investment Management, Hedge Funds, ETFs
Education
Suffolk University Law School 1987 — 1990
Juris Doctor, Business Law & Negotiation
University of Wisconsin-Madison 1981 — 1985
Bachelor of Arts, Social Psychology / English
Chase Steward Chase Steward's Morgan Stanley Smith Barney Experience July 2006 - April 2009
Job Sales 3C Valve & Equipment
Industry Oil & Energy
Experience
3-C Valve & Equipment September 2013 - Present
DigiTec Office Solutions December 2012 - September 2013
Enterprise Rent-a-car May 2012 - December 2012
Enterprise Rent-A-Car February 2011 - April 2012
Enterprise Rent-A-Car December 2010 - February 2011
Enterprise Rent-A-Car October 2009 - December 2010
Morgan Stanley Smith Barney July 2006 - April 2009
Skills
Sales, Management, Marketing, Customer Satisfaction, Sales Management, Fleet Management, Customer Retention, Profit, Cold Calling, Account Management, Outside Sales, Branch Management, Sales Operations, Customer Service, Sales Process, B2B, Inventory Management, Sales Presentations, Training, New Business Development, Strategy, Direct Sales, Selling, Salesforce.com, Strategic Planning, Valves, Oil/Gas, Energy, Negotiation, QuickBooks, Oil & Gas
Education
Texas A&M University-Corpus Christi 2006 — 2009
Bachelor of Business Administration (B.B.A.), Marketing
Texas A&M University-Corpus Christi
3-C Valve & Equipment September 2013 - Present
DigiTec Office Solutions December 2012 - September 2013
Enterprise Rent-a-car May 2012 - December 2012
Enterprise Rent-A-Car February 2011 - April 2012
Enterprise Rent-A-Car December 2010 - February 2011
Enterprise Rent-A-Car October 2009 - December 2010
Morgan Stanley Smith Barney July 2006 - April 2009
Skills
Sales, Management, Marketing, Customer Satisfaction, Sales Management, Fleet Management, Customer Retention, Profit, Cold Calling, Account Management, Outside Sales, Branch Management, Sales Operations, Customer Service, Sales Process, B2B, Inventory Management, Sales Presentations, Training, New Business Development, Strategy, Direct Sales, Selling, Salesforce.com, Strategic Planning, Valves, Oil/Gas, Energy, Negotiation, QuickBooks, Oil & Gas
Education
Texas A&M University-Corpus Christi 2006 — 2009
Bachelor of Business Administration (B.B.A.), Marketing
Texas A&M University-Corpus Christi
Svetlana Derevyankina Svetlana Derevyankina's Morgan Stanley Smith Barney Experience June 2014 - Present
Job Registered Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2014 - Present
Marlon Abela Restaurant Corporation, Bistro du Midi August 2013 - June 2014
Century Construction July 2011 - January 2012
Skills
Series 7, Financial Analysis, Finance, Banking, Valuation, Corporate Finance, Risk Management, Investments, Financial Reporting, Customer Service, Business Analysis, Portfolio Management, Equities, Process Improvement, Derivatives, Analysis
Education
Suffolk University 2012 — 2013
Master of Science (MS), Financial Services and Banking
University of Massachusetts Boston 2009 — 2011
Bachelor, Finance
Morgan Stanley Smith Barney June 2014 - Present
Marlon Abela Restaurant Corporation, Bistro du Midi August 2013 - June 2014
Century Construction July 2011 - January 2012
Skills
Series 7, Financial Analysis, Finance, Banking, Valuation, Corporate Finance, Risk Management, Investments, Financial Reporting, Customer Service, Business Analysis, Portfolio Management, Equities, Process Improvement, Derivatives, Analysis
Education
Suffolk University 2012 — 2013
Master of Science (MS), Financial Services and Banking
University of Massachusetts Boston 2009 — 2011
Bachelor, Finance
Lynne Pitman Lynne Pitman's Morgan Stanley Smith Barney Experience November 2009 - December 2010
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 2009 - December 2010
UBS July 2004 - August 2008
Skills
Series 7, Series 66, Retirement Planning, Wealth Management, Asset Allocation, Annuities, Mutual Funds, Retirement, ETFs, Estate Planning, Financial Planning, Securities, Uniform Combined State..., Investment Advisory, Series 65
Education
Temple University
Master of Business Administration
The Pennsylvania State University
Bachelor of Arts
Villanova University
Master of Arts
Morgan Stanley Smith Barney November 2009 - December 2010
UBS July 2004 - August 2008
Skills
Series 7, Series 66, Retirement Planning, Wealth Management, Asset Allocation, Annuities, Mutual Funds, Retirement, ETFs, Estate Planning, Financial Planning, Securities, Uniform Combined State..., Investment Advisory, Series 65
Education
Temple University
Master of Business Administration
The Pennsylvania State University
Bachelor of Arts
Villanova University
Master of Arts
Matthew Achuff's Morgan Stanley Smith Barney Experience January 2011 - June 2011
Job Financial Management Analyst supporting Global Services & Support in Philadelphia, Pa and Mesa, AZ
Industry Defense & Space
Experience
Boeing August 2015 - Present
Boeing December 2014 - August 2015
Boeing June 2013 - December 2014
FedEx Express August 2007 - April 2013
Morgan Stanley Smith Barney January 2011 - June 2011
Skills
Customer Service, Microsoft Office, Process Improvement, Continuous Improvement, Operations Management, Leadership, Team Building, Supply Chain Management, Inventory Management, Team Leadership, Microsoft Excel, Strategic Planning, Coaching, Training, Project Management, Management, Purchasing, Budgets, SAP, New Business Development, Forecasting, Time Management, Business Planning, Contract Negotiation, Process Scheduler, Sales, Program Management, Six Sigma, Recruiting, Cross-functional Team..., Project Planning, Account Management, Marketing, Employee Relations, Sales Operations, Retail, Leadership Development, Social Networking, Administration, Human Resources, Data Analysis, Public Speaking, Marketing Strategy, Business Strategy, Outlook, Earned Value Management
Education
Temple University - Fox School of Business and Management
Bachelor's Degree, Business Management- Entrepreneurship
Boeing August 2015 - Present
Boeing December 2014 - August 2015
Boeing June 2013 - December 2014
FedEx Express August 2007 - April 2013
Morgan Stanley Smith Barney January 2011 - June 2011
Skills
Customer Service, Microsoft Office, Process Improvement, Continuous Improvement, Operations Management, Leadership, Team Building, Supply Chain Management, Inventory Management, Team Leadership, Microsoft Excel, Strategic Planning, Coaching, Training, Project Management, Management, Purchasing, Budgets, SAP, New Business Development, Forecasting, Time Management, Business Planning, Contract Negotiation, Process Scheduler, Sales, Program Management, Six Sigma, Recruiting, Cross-functional Team..., Project Planning, Account Management, Marketing, Employee Relations, Sales Operations, Retail, Leadership Development, Social Networking, Administration, Human Resources, Data Analysis, Public Speaking, Marketing Strategy, Business Strategy, Outlook, Earned Value Management
Education
Temple University - Fox School of Business and Management
Bachelor's Degree, Business Management- Entrepreneurship
Terry Snuggs Terry Snuggs's Morgan Stanley Smith Barney Experience 2007 - 2011
Job Cardiovascular Systems Administrator III at Texas Health Resources
Industry Hospital & Health Care
Experience
Texas Health Resources April 2013 - Present
Signature Healthcare, Brockton Ma September 2011 - April 2013
Morgan Stanley Smith Barney 2007 - 2011
Methodist Health System 2006 - 2007
BJC HealthCare 2005 - 2006
Carestream Health 2002 - 2005
ExxonMobil 1999 - 2002
ACS, a Xerox Company 1998 - 1999
Warrantech 1997 - 1998
Diebold 1994 - 1997
Skills
HL7, PACS, DICOM, Digital Imaging, Healthcare Information..., EHR, RIS, Process Improvement, Technical Support, Active Directory, Windows Server, Visio, Clinical Research, ITIL Certified, EMR, Hospitals, HIPAA, Medical Imaging, Healthcare, Meditech, Healthcare Management, Software Documentation, Radiology, Troubleshooting, Integration, Healthcare Consulting, IHE, Revenue Cycle, SAN, Software Installation, Information Technology, Management, Software Implementation, Healthcare Industry, System Administration, Field Service, Windows, Medical Technology, NAS, CPOE, Citrix, Hardware Diagnostics, Medical Devices, Disaster Recovery
Education
CLC
Network Engineering
Tarrant County College
Management Information Systems
The University of Texas at Arlington
Computer Science
Texas Health Resources April 2013 - Present
Signature Healthcare, Brockton Ma September 2011 - April 2013
Morgan Stanley Smith Barney 2007 - 2011
Methodist Health System 2006 - 2007
BJC HealthCare 2005 - 2006
Carestream Health 2002 - 2005
ExxonMobil 1999 - 2002
ACS, a Xerox Company 1998 - 1999
Warrantech 1997 - 1998
Diebold 1994 - 1997
Skills
HL7, PACS, DICOM, Digital Imaging, Healthcare Information..., EHR, RIS, Process Improvement, Technical Support, Active Directory, Windows Server, Visio, Clinical Research, ITIL Certified, EMR, Hospitals, HIPAA, Medical Imaging, Healthcare, Meditech, Healthcare Management, Software Documentation, Radiology, Troubleshooting, Integration, Healthcare Consulting, IHE, Revenue Cycle, SAN, Software Installation, Information Technology, Management, Software Implementation, Healthcare Industry, System Administration, Field Service, Windows, Medical Technology, NAS, CPOE, Citrix, Hardware Diagnostics, Medical Devices, Disaster Recovery
Education
CLC
Network Engineering
Tarrant County College
Management Information Systems
The University of Texas at Arlington
Computer Science
Lorraine Allen-Berning Lorraine Allen-Berning's Morgan Stanley Smith Barney Experience February 2009 - February 2010
Job Business Developer at Jewish Vocational Service (Marina Del Rey WSC)
Industry Nonprofit Organization Management
Experience
Jewish Vocational Service (Marina Del Rey WSC) February 2010 - Present
MORGAN STANLEY SMITH BARNEY February 2009 - February 2010
Education
High School of Art & Design
Architecture
Syracuse University
Bach of Architecture, Architectural Design
Jewish Vocational Service (Marina Del Rey WSC) February 2010 - Present
MORGAN STANLEY SMITH BARNEY February 2009 - February 2010
Education
High School of Art & Design
Architecture
Syracuse University
Bach of Architecture, Architectural Design
Sergey Huzau Sergey Huzau's Morgan Stanley Smith Barney Experience January 2009 - May 2009
Job Senior Analyst Global Mutual Funds at SEI
Industry Financial Services
Experience
SEI June 2012 - Present
SEI October 2010 - June 2012
The Melting Pot Restaurants October 2001 - June 2012
SEI December 2009 - 2011
SEI December 2009 - October 2010
Morgan Stanley Smith Barney January 2009 - May 2009
Skills
Account Reconciliation, Fixed Income, Securities, Marketing, Management, Trading, Analysis, Bloomberg, Corporate Actions, Mutual Funds, Asset Managment, Asset Management, Strategy, Hedge Funds, Finance
Education
Temple University - Fox School of Business and Management 2007 — 2009
Bachelor of Business Administration, International Business and Finance
Belarus State Economic University 1998 — 2001
Worked toward Bachlor degree, International Economic Relations
SEI June 2012 - Present
SEI October 2010 - June 2012
The Melting Pot Restaurants October 2001 - June 2012
SEI December 2009 - 2011
SEI December 2009 - October 2010
Morgan Stanley Smith Barney January 2009 - May 2009
Skills
Account Reconciliation, Fixed Income, Securities, Marketing, Management, Trading, Analysis, Bloomberg, Corporate Actions, Mutual Funds, Asset Managment, Asset Management, Strategy, Hedge Funds, Finance
Education
Temple University - Fox School of Business and Management 2007 — 2009
Bachelor of Business Administration, International Business and Finance
Belarus State Economic University 1998 — 2001
Worked toward Bachlor degree, International Economic Relations
Manila Southammavong Manila Southammavong's Morgan Stanley Smith Barney Experience July 2009 - November 2011
Job Project Coordinator at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley February 2011 - Present
Morgan Stanley Smith Barney July 2009 - November 2011
Students Center Programming Services September 2007 - January 2009
Skills
Project Management, Visio
Education
Syracuse University 2005 — 2009
Bachelor's, Information Management and Technology
Morgan Stanley February 2011 - Present
Morgan Stanley Smith Barney July 2009 - November 2011
Students Center Programming Services September 2007 - January 2009
Skills
Project Management, Visio
Education
Syracuse University 2005 — 2009
Bachelor's, Information Management and Technology
Frank Tarquini Jr Frank Tarquini Jr's Morgan Stanley Smith Barney Experience March 2011 - September 2012
Job Phone Banker Contractor at Aerotek for Wells Fargo Bank
Industry Broadcast Media
Experience
Aerotek April 2015 - Present
Aflac March 2015 - March 2015
Midcontinent Communications May 2014 - March 2015
Washington National Insurance Company October 2013 - April 2014
Windwalker Transportation January 2013 - October 2013
Swift Transportation September 2012 - January 2013
Morgan Stanley Smith Barney March 2011 - September 2012
Independence Planning Group October 2009 - April 2011
Wachovia Bank November 2006 - October 2009
The Hartford -AARP Healthcare Options November 2002 - November 2006
Skills
Financial Planning, Investments, Retirement Planning, Wealth Management, Insurance, Asset, Estate Planning, Securities, Small Business, Customer Service, Banking, Economics, Protection, Investment Strategies, Long Term Care, Financial Advisory, Employee Benefits, Health Insurance, Sales, Sales Management, Agribusiness, Strategic Financial..., Disability Insurance, Portfolio Management
Education
Temple University 1984 — 1990
BA, History, Economics
Upper Dublin High School 1980 — 1984
Aerotek April 2015 - Present
Aflac March 2015 - March 2015
Midcontinent Communications May 2014 - March 2015
Washington National Insurance Company October 2013 - April 2014
Windwalker Transportation January 2013 - October 2013
Swift Transportation September 2012 - January 2013
Morgan Stanley Smith Barney March 2011 - September 2012
Independence Planning Group October 2009 - April 2011
Wachovia Bank November 2006 - October 2009
The Hartford -AARP Healthcare Options November 2002 - November 2006
Skills
Financial Planning, Investments, Retirement Planning, Wealth Management, Insurance, Asset, Estate Planning, Securities, Small Business, Customer Service, Banking, Economics, Protection, Investment Strategies, Long Term Care, Financial Advisory, Employee Benefits, Health Insurance, Sales, Sales Management, Agribusiness, Strategic Financial..., Disability Insurance, Portfolio Management
Education
Temple University 1984 — 1990
BA, History, Economics
Upper Dublin High School 1980 — 1984
W. Justin Poynter W. Justin Poynter's Morgan Stanley Smith Barney Experience May 2011 - November 2012
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2012 - Present
Morgan Stanley Smith Barney May 2011 - November 2012
New York Life Insurance Company May 2007 - May 2011
Education
Texas Christian University - M.J. Neeley School of Business 2001 — 2006
BBA, Marketing and Entrepreneurial Management
TD Ameritrade July 2012 - Present
Morgan Stanley Smith Barney May 2011 - November 2012
New York Life Insurance Company May 2007 - May 2011
Education
Texas Christian University - M.J. Neeley School of Business 2001 — 2006
BBA, Marketing and Entrepreneurial Management
Marcelle Belisle, CFP® Marcelle Belisle, CFP®'s Morgan Stanley Smith Barney Experience May 2009 - December 2010
Job Associate Director, Financial Planning at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services January 2011 - Present
Morgan Stanley Smith Barney May 2009 - December 2010
UBS May 2006 - May 2009
Skills
Estate Planning, Retirement Planning, Series 7, Financial Planning, Retirement, Asset Management, Comprehensive Wealth..., Retirement Income..., Asset Allocation, Wealth Transfer, Investment Advisory, Insurance Planning, Financial Advisory, Personal Finance, Investment Management, Financial Goals, Wealth Management, Series 63, Securities, Certified Financial..., Investments, Portfolio Management, Investment Strategies, Series 65, Personal Financial..., IRAs, Insurance, Wealth Accumulation, ETFs, Bonds, Variable Annuities, Risk Management, Financial Services, Long-term Care, Equities, Fixed Income, Income Protection, Saving for Education, Long Term Care Insurance, Separately Managed..., Holistic Financial..., Life Insurance, 401k Rollovers, Disability Insurance, Savings, Strategic Financial..., Financial Planners, Wealth Management...
Education
Suffolk University - Sawyer School of Management 1984 — 1986
MBA, Finance
Edelman Financial Services January 2011 - Present
Morgan Stanley Smith Barney May 2009 - December 2010
UBS May 2006 - May 2009
Skills
Estate Planning, Retirement Planning, Series 7, Financial Planning, Retirement, Asset Management, Comprehensive Wealth..., Retirement Income..., Asset Allocation, Wealth Transfer, Investment Advisory, Insurance Planning, Financial Advisory, Personal Finance, Investment Management, Financial Goals, Wealth Management, Series 63, Securities, Certified Financial..., Investments, Portfolio Management, Investment Strategies, Series 65, Personal Financial..., IRAs, Insurance, Wealth Accumulation, ETFs, Bonds, Variable Annuities, Risk Management, Financial Services, Long-term Care, Equities, Fixed Income, Income Protection, Saving for Education, Long Term Care Insurance, Separately Managed..., Holistic Financial..., Life Insurance, 401k Rollovers, Disability Insurance, Savings, Strategic Financial..., Financial Planners, Wealth Management...
Education
Suffolk University - Sawyer School of Management 1984 — 1986
MBA, Finance
Lindsey Mandola, JD, MBA Lindsey Mandola, JD, MBA's Morgan Stanley Smith Barney Experience March 2011 - June 2011
Job The Phifer Law Firm
Industry Law Practice
Experience
The Phifer Law Firm July 2015 - Present
Law Offices of C.L. Crawley, Jr. December 2013 - January 2015
Tristar Producer Services 2011 - August 2011
Morgan Stanley Smith Barney March 2011 - June 2011
Small Business Development Center August 2010 - January 2011
Terry & Terry Attorneys at Law May 2007 - August 2009
Skills
New Business Development, Business Analysis, Financial Analysis, Strategic Financial..., Financial Reporting, Financial Structuring, Financial Risk, Financial Accounting, Team Leadership, Teamwork, Microsoft Excel, Organization, Time Management, Finance, Analysis, Strategic Planning, Legal Writing, Legal Research, Leadership, Budgets, PowerPoint, Microsoft Word, Public Speaking, Management, Research, Microsoft Office, Marketing
Education
Charlotte School of Law 2012 — 2013
Juris Doctor (J.D.), Law
Lamar University 2010 — 2011
Master of Business Administration (M.B.A.), Entrepreneurship, 4.0
Texas A&M University - Mays Business School 2007 — 2010
Bachelor's Degree, BBA In Finance
The Phifer Law Firm July 2015 - Present
Law Offices of C.L. Crawley, Jr. December 2013 - January 2015
Tristar Producer Services 2011 - August 2011
Morgan Stanley Smith Barney March 2011 - June 2011
Small Business Development Center August 2010 - January 2011
Terry & Terry Attorneys at Law May 2007 - August 2009
Skills
New Business Development, Business Analysis, Financial Analysis, Strategic Financial..., Financial Reporting, Financial Structuring, Financial Risk, Financial Accounting, Team Leadership, Teamwork, Microsoft Excel, Organization, Time Management, Finance, Analysis, Strategic Planning, Legal Writing, Legal Research, Leadership, Budgets, PowerPoint, Microsoft Word, Public Speaking, Management, Research, Microsoft Office, Marketing
Education
Charlotte School of Law 2012 — 2013
Juris Doctor (J.D.), Law
Lamar University 2010 — 2011
Master of Business Administration (M.B.A.), Entrepreneurship, 4.0
Texas A&M University - Mays Business School 2007 — 2010
Bachelor's Degree, BBA In Finance
Mae Carter Mae Carter's Morgan Stanley Smith Barney Experience 1994 - 1994
Job at The Law Office of Mae Rathbone Carter, PLLC
Industry Law Practice
Experience
The Law Office of Mae Rathbone Carter, PLLC June 2010 - Present
Southwest Airlines April 2001 - March 2010
Texas Wesleyan University, Law Clinic January 2008 - May 2009
BSI Consulting August 1995 - January 2001
Morgan Stanley Smith Barney 1994 - 1994
Skills
Family Law, Estate Planning, Project Management, Mediation, Legal Research, Legal Writing, Litigation, Software Documentation, SDLC, Requirements Gathering, Westlaw, Courts, Appeals, Wills, Hearings, Legal Assistance, Consumer Law, Business Analysis, Arbitration, Trial Practice, Legal Advice, Document Review, Lexis, Legal Issues, Alternative Dispute..., Intellectual Property, Trials, Litigation Support, Contract Negotiation, Motions, Divorce Law
Education
Texas A&M University School of Law 2005 — 2009
Juris Doctor (J.D.), Law
University of North Texas 1992 — 1995
BS, Business Computer Information Systems
The Law Office of Mae Rathbone Carter, PLLC June 2010 - Present
Southwest Airlines April 2001 - March 2010
Texas Wesleyan University, Law Clinic January 2008 - May 2009
BSI Consulting August 1995 - January 2001
Morgan Stanley Smith Barney 1994 - 1994
Skills
Family Law, Estate Planning, Project Management, Mediation, Legal Research, Legal Writing, Litigation, Software Documentation, SDLC, Requirements Gathering, Westlaw, Courts, Appeals, Wills, Hearings, Legal Assistance, Consumer Law, Business Analysis, Arbitration, Trial Practice, Legal Advice, Document Review, Lexis, Legal Issues, Alternative Dispute..., Intellectual Property, Trials, Litigation Support, Contract Negotiation, Motions, Divorce Law
Education
Texas A&M University School of Law 2005 — 2009
Juris Doctor (J.D.), Law
University of North Texas 1992 — 1995
BS, Business Computer Information Systems
Michael Harrison, Jr. Michael Harrison, Jr.'s Morgan Stanley Smith Barney Experience October 2006 - June 2010
Job Associate Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
PGA of America May 1991 - Present
Ameriprise Financial Services, Inc. June 2010 - Present
Morgan Stanley Smith Barney October 2006 - June 2010
Hollytree CC May 2001 - August 2006
Woodhaven CC February 1997 - May 2001
River Creek GC January 1996 - February 1997
Mira Vista Golf & Country Club May 1991 - December 1996
Education
Texas Christian University 1987 — 1991
Bachelor of Science, Business/Corporate Communications
PGA of America May 1991 - Present
Ameriprise Financial Services, Inc. June 2010 - Present
Morgan Stanley Smith Barney October 2006 - June 2010
Hollytree CC May 2001 - August 2006
Woodhaven CC February 1997 - May 2001
River Creek GC January 1996 - February 1997
Mira Vista Golf & Country Club May 1991 - December 1996
Education
Texas Christian University 1987 — 1991
Bachelor of Science, Business/Corporate Communications
Jeff Pascoe, ARPC Jeff Pascoe, ARPC's Morgan Stanley Smith Barney Experience 2002 - 2006
Job Regional Retirement Representative at Paychex
Industry Human Resources
Experience
Paychex July 2014 - Present
PrimePay October 2013 - July 2014
DailyAccess Corporation January 2012 - September 2013
ADP January 2006 - August 2011
ADP January 2006 - August 2011
ADP Retirement Services January 2006 - August 2011
US Army Reserve January 2000 - January 2006
Morgan Stanley Smith Barney 2002 - 2006
Smith Barney/Citigroup June 2002 - December 2005
ADP January 1998 - January 2002
Education
Susquehanna University 1992 — 1996
BSBA, Marketing
Susquehanna University 1992 — 1996
Bachelor of Science, Business Administration; Marketing
Paychex July 2014 - Present
PrimePay October 2013 - July 2014
DailyAccess Corporation January 2012 - September 2013
ADP January 2006 - August 2011
ADP January 2006 - August 2011
ADP Retirement Services January 2006 - August 2011
US Army Reserve January 2000 - January 2006
Morgan Stanley Smith Barney 2002 - 2006
Smith Barney/Citigroup June 2002 - December 2005
ADP January 1998 - January 2002
Education
Susquehanna University 1992 — 1996
BSBA, Marketing
Susquehanna University 1992 — 1996
Bachelor of Science, Business Administration; Marketing
John R. Thane, CRPC® John R. Thane, CRPC®'s Morgan Stanley Smith Barney Experience July 2004 - February 2010
Job Vice President, Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2010 - Present
Morgan Stanley Smith Barney July 2004 - February 2010
World Travel Partners May 2002 - June 2004
American Express Corporate Services August 1989 - December 2001
Skills
Sales, Estate Planning, Retirement Planning, Asset Managment, Financial Services, Budgets, Series 7, Insurance, Team Building, Small Business, Negotiation, Strategic Financial..., Alternative Investments, Financial Advisory, Investments, Customer Service, Portfolio Management, Contract Negotiation, Wealth Management, Loans, Marketing, Strategic Planning, Financial Analysis, Investment Strategies, Asset Protection, Mortgage Lending, Mutual Funds, Tax, Real Estate, Financial Goals, IRAs, Team Leadership, Public Speaking, Asset Management, Business Development, Finance, Investment Advisory, Risk Management, Separately Managed..., Wealth
Education
Texas State University-San Marcos 1984 — 1987
Bachelor of Science (BS), Marketing
Merrill Lynch February 2010 - Present
Morgan Stanley Smith Barney July 2004 - February 2010
World Travel Partners May 2002 - June 2004
American Express Corporate Services August 1989 - December 2001
Skills
Sales, Estate Planning, Retirement Planning, Asset Managment, Financial Services, Budgets, Series 7, Insurance, Team Building, Small Business, Negotiation, Strategic Financial..., Alternative Investments, Financial Advisory, Investments, Customer Service, Portfolio Management, Contract Negotiation, Wealth Management, Loans, Marketing, Strategic Planning, Financial Analysis, Investment Strategies, Asset Protection, Mortgage Lending, Mutual Funds, Tax, Real Estate, Financial Goals, IRAs, Team Leadership, Public Speaking, Asset Management, Business Development, Finance, Investment Advisory, Risk Management, Separately Managed..., Wealth
Education
Texas State University-San Marcos 1984 — 1987
Bachelor of Science (BS), Marketing
Scott Band's Morgan Stanley Smith Barney Experience June 2006 - August 2006
Job Tax Manager at KPMG US
Industry Financial Services
Experience
KPMG US October 2015 - Present
KPMG US July 2014 - September 2015
Rothstein Kass November 2009 - June 2014
Wells Fargo Advisors July 2009 - October 2009
CB Richard Ellis June 2007 - August 2007
Morgan Stanley Smith Barney June 2006 - August 2006
Education
Syracuse University 2005 — 2009
B.S.
KPMG US October 2015 - Present
KPMG US July 2014 - September 2015
Rothstein Kass November 2009 - June 2014
Wells Fargo Advisors July 2009 - October 2009
CB Richard Ellis June 2007 - August 2007
Morgan Stanley Smith Barney June 2006 - August 2006
Education
Syracuse University 2005 — 2009
B.S.
Alexander Giocondi Alexander Giocondi's Morgan Stanley Smith Barney Experience June 2011 - July 2011
Job Software Solutions Sales IBM Commerce
Industry Information Technology and Services
Experience
IBM March 2013 - Present
ZocDoc July 2012 - March 2013
Melaleuca:The Wellness Company June 2009 - June 2012
The Claw LLC June 2011 - May 2012
Morgan Stanley Smith Barney June 2011 - July 2011
Skills
Social Media, PowerPoint, Microsoft Office, Excel, Word, Sales, Salesforce.com, Restaurant Management, New Business Development, Catholic Social Teaching, B2B, Sales Presentations, Sales Operations, Cold Calling, Sales Process
Education
Syracuse University
BA, Entrepreneurship and Marketing
IBM March 2013 - Present
ZocDoc July 2012 - March 2013
Melaleuca:The Wellness Company June 2009 - June 2012
The Claw LLC June 2011 - May 2012
Morgan Stanley Smith Barney June 2011 - July 2011
Skills
Social Media, PowerPoint, Microsoft Office, Excel, Word, Sales, Salesforce.com, Restaurant Management, New Business Development, Catholic Social Teaching, B2B, Sales Presentations, Sales Operations, Cold Calling, Sales Process
Education
Syracuse University
BA, Entrepreneurship and Marketing
Creighton Bassett Creighton Bassett's Morgan Stanley Smith Barney Experience August 2007 - April 2008
Job Investment Associate at Schusterman Family Office
Industry Investment Management
Experience
Schusterman Family Office June 2014 - Present
William C. Conner Educational Investment Fund December 2013 - May 2014
Tudor, Pickering, Holt & Co. August 2013 - December 2013
William C. Conner Educational Investment Fund August 2013 - December 2013
Tenaska January 2012 - July 2013
Tenaska April 2008 - December 2011
Morgan Stanley Smith Barney August 2007 - April 2008
Skills
Energy, Analysis, Energy Markets, Due Diligence, Solar Energy, Natural Gas, Market Analysis, Strategic Planning, Gas, Engineering, Power Generation, Leadership, Renewable Energy, Commodity Markets, Multi-cultural Team..., Financial Analysis, Project Planning, Negotiation, Financial Modeling, Finance, Portfolio Management, Investments, Commodity, Equity Research, Trading, Valuation, Equities, Project Finance, Hedging, Hedge Funds, Corporate Finance, Private Equity
Education
Texas Christian University - M.J. Neeley School of Business 2013 — 2014
Master of Business Administration (MBA), Investments
University of Nebraska-Lincoln 2004 — 2008
Major: Finance, Minor: Economics
University of Oxford 2006 — 2006
Economics
Schusterman Family Office June 2014 - Present
William C. Conner Educational Investment Fund December 2013 - May 2014
Tudor, Pickering, Holt & Co. August 2013 - December 2013
William C. Conner Educational Investment Fund August 2013 - December 2013
Tenaska January 2012 - July 2013
Tenaska April 2008 - December 2011
Morgan Stanley Smith Barney August 2007 - April 2008
Skills
Energy, Analysis, Energy Markets, Due Diligence, Solar Energy, Natural Gas, Market Analysis, Strategic Planning, Gas, Engineering, Power Generation, Leadership, Renewable Energy, Commodity Markets, Multi-cultural Team..., Financial Analysis, Project Planning, Negotiation, Financial Modeling, Finance, Portfolio Management, Investments, Commodity, Equity Research, Trading, Valuation, Equities, Project Finance, Hedging, Hedge Funds, Corporate Finance, Private Equity
Education
Texas Christian University - M.J. Neeley School of Business 2013 — 2014
Master of Business Administration (MBA), Investments
University of Nebraska-Lincoln 2004 — 2008
Major: Finance, Minor: Economics
University of Oxford 2006 — 2006
Economics
Angela Loeb - Richey Angela Loeb - Richey's Morgan Stanley Smith Barney Experience 2001 - 2005
Job Business Manager South Texas District
Industry Information Technology and Services
Experience
Ingersoll Rand August 2014 - Present
Ingersoll Rand August 2012 - September 2014
Sysco March 2008 - August 2012
Morgan Stanley Smith Barney 2001 - 2005
Morgan Stanley Smith Barney 1999 - 2000
Park Cities Mortgage 1997 - 1999
Donaldson, Lufkin & Jenrette 1990 - 1998
Skills
Food, Menu Development, Food Industry, Marketing Strategy, Market Planning, Food & Beverage, Marketing, Social Media Marketing, Trade Shows, Legal Research, Legal Issues, Residential Mortgages, Mortgage Underwriting, Mortgage Marketing, Financial Services, Compliance, Legal Compliance, Forecasting, Customer Satisfaction
Education
Loyola University
Bachelor of Science (BS), Bachelor of Science in Business Administration
Texas A&M University
Paralegal Certificate
Ingersoll Rand August 2014 - Present
Ingersoll Rand August 2012 - September 2014
Sysco March 2008 - August 2012
Morgan Stanley Smith Barney 2001 - 2005
Morgan Stanley Smith Barney 1999 - 2000
Park Cities Mortgage 1997 - 1999
Donaldson, Lufkin & Jenrette 1990 - 1998
Skills
Food, Menu Development, Food Industry, Marketing Strategy, Market Planning, Food & Beverage, Marketing, Social Media Marketing, Trade Shows, Legal Research, Legal Issues, Residential Mortgages, Mortgage Underwriting, Mortgage Marketing, Financial Services, Compliance, Legal Compliance, Forecasting, Customer Satisfaction
Education
Loyola University
Bachelor of Science (BS), Bachelor of Science in Business Administration
Texas A&M University
Paralegal Certificate
Bobby Senter's Morgan Stanley Smith Barney Experience January 2009 - December 2009
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS September 2015 - Present
Merrill Lynch July 2011 - September 2015
Merrill Lynch January 2010 - May 2011
Morgan Stanley Smith Barney January 2009 - December 2009
Citi September 2008 - December 2008
Skills
Wealth, Financial Analysis, Finance, Wealth Management, Credit Analysis, Bloomberg, Financial Modeling, Estate Planning, Financial Advisory, Valuation
Education
Texas Christian University 2007 — 2011
BBA, Finance
UBS September 2015 - Present
Merrill Lynch July 2011 - September 2015
Merrill Lynch January 2010 - May 2011
Morgan Stanley Smith Barney January 2009 - December 2009
Citi September 2008 - December 2008
Skills
Wealth, Financial Analysis, Finance, Wealth Management, Credit Analysis, Bloomberg, Financial Modeling, Estate Planning, Financial Advisory, Valuation
Education
Texas Christian University 2007 — 2011
BBA, Finance
Alexander H. Kadish Alexander H. Kadish's Morgan Stanley Smith Barney Experience 2003 - 2008
Job Executive Director at J.P. Morgan
Industry Banking
Experience
JP Morgan January 2010 - Present
Jefferies & Company 2008 - 2010
Morgan Stanley Smith Barney 2003 - 2008
Skills
Fixed Income, Portfolio Management, Hedge Funds, Asset Management, Investments, Equities, Series 7, Alternative Investments, Capital Markets, Securities, Wealth Management, Finance, Management, Strategy, Financial Analysis, Private Equity, Valuation
Education
Syracuse University
Bachelor’s Degree, Economics
Syracuse University - Maxwell School of Citizenship and Public Affairs
BA, Economics
Cape Elizabeth High School 1993 — 1997
JP Morgan January 2010 - Present
Jefferies & Company 2008 - 2010
Morgan Stanley Smith Barney 2003 - 2008
Skills
Fixed Income, Portfolio Management, Hedge Funds, Asset Management, Investments, Equities, Series 7, Alternative Investments, Capital Markets, Securities, Wealth Management, Finance, Management, Strategy, Financial Analysis, Private Equity, Valuation
Education
Syracuse University
Bachelor’s Degree, Economics
Syracuse University - Maxwell School of Citizenship and Public Affairs
BA, Economics
Cape Elizabeth High School 1993 — 1997
Samantha Woggon's Morgan Stanley Smith Barney Experience October 2008 - October 2012
Job Branch Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2015 - Present
Morgan Stanley October 2012 - March 2015
Morgan Stanley Smith Barney October 2008 - October 2012
Morgan Stanley December 1998 - October 2008
Skills
Wealth Management, Financial Services, Mutual Funds, Retirement Planning, Applicant Tracking..., Asset Allocation, Investment Advisory, Investments, Talent Acquisition, Financial Advisory, 401k
Education
Texas Tech University 1994 — 1998
Bachelor Degree, Marketing
Morgan Stanley April 2015 - Present
Morgan Stanley October 2012 - March 2015
Morgan Stanley Smith Barney October 2008 - October 2012
Morgan Stanley December 1998 - October 2008
Skills
Wealth Management, Financial Services, Mutual Funds, Retirement Planning, Applicant Tracking..., Asset Allocation, Investment Advisory, Investments, Talent Acquisition, Financial Advisory, 401k
Education
Texas Tech University 1994 — 1998
Bachelor Degree, Marketing
Dawn M. (Fritsch) Collum, CIMA®, CFP® Dawn M. (Fritsch) Collum, CIMA®, CFP®'s Morgan Stanley Smith Barney Experience March 2003 - October 2012
Job Financial Advisor, Franchise Owner
Industry Investment Management
Experience
Collum, Wofford and Associates a financial advisory practice of Ameriprise Financial Services, Inc. October 2012 - Present
Morgan Stanley Smith Barney March 2003 - October 2012
Morgan Stanley April 2001 - February 2003
Merrill Lynch August 1998 - March 2001
Cameron-Brooks, Inc. January 1998 - August 1998
Education
Texas Tech University
Bachelor of Arts (B.A.), University Studies, Cum Laude
University of Pennsylvania - The Wharton School 2007 — 2008
The American College 2004 — 2006
Certified Financial Planner Curriculum
Collum, Wofford and Associates a financial advisory practice of Ameriprise Financial Services, Inc. October 2012 - Present
Morgan Stanley Smith Barney March 2003 - October 2012
Morgan Stanley April 2001 - February 2003
Merrill Lynch August 1998 - March 2001
Cameron-Brooks, Inc. January 1998 - August 1998
Education
Texas Tech University
Bachelor of Arts (B.A.), University Studies, Cum Laude
University of Pennsylvania - The Wharton School 2007 — 2008
The American College 2004 — 2006
Certified Financial Planner Curriculum
Matthew Liu's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Integration Consultant at CPSG Partners
Industry Information Technology and Services
Experience
Collegiate StarLeague October 2014 - Present
CPSG Partners December 2013 - Present
Christina Sanders for City Council September 2013 - November 2013
Texas A&M League of Legends January 2013 - May 2013
3 Day Startup March 2012 - May 2013
Texas A&M Department of Economics May 2012 - August 2012
Flanigan Law Firm September 2011 - December 2011
Morgan Stanley Smith Barney June 2011 - August 2011
Houston Urban Debate League August 2010 - August 2011
Law Offices of Faisal A. Shah July 2010 - August 2010
Skills
Public Speaking, Microsoft Office, Microsoft Excel, Data Analysis, Entrepreneurship, Stata, Python, Management, Start-ups, C++, C, Fundraising, Databases, Economics, Microsoft Word, PowerPoint, Programming, Social Media, Statistics, Research, ERP Implementations, Human Resources, Workday, Integration
Education
Texas A&M University 2009 — 2013
Economics, Business
London School of Economics 2012 — 2012
Economics
Bellaire High School 2005 — 2009
Collegiate StarLeague October 2014 - Present
CPSG Partners December 2013 - Present
Christina Sanders for City Council September 2013 - November 2013
Texas A&M League of Legends January 2013 - May 2013
3 Day Startup March 2012 - May 2013
Texas A&M Department of Economics May 2012 - August 2012
Flanigan Law Firm September 2011 - December 2011
Morgan Stanley Smith Barney June 2011 - August 2011
Houston Urban Debate League August 2010 - August 2011
Law Offices of Faisal A. Shah July 2010 - August 2010
Skills
Public Speaking, Microsoft Office, Microsoft Excel, Data Analysis, Entrepreneurship, Stata, Python, Management, Start-ups, C++, C, Fundraising, Databases, Economics, Microsoft Word, PowerPoint, Programming, Social Media, Statistics, Research, ERP Implementations, Human Resources, Workday, Integration
Education
Texas A&M University 2009 — 2013
Economics, Business
London School of Economics 2012 — 2012
Economics
Bellaire High School 2005 — 2009
Heather Theunissen's Morgan Stanley Smith Barney Experience March 2010 - September 2010
Job Events & Operations Manager at Washington International Horse Show
Industry Public Relations and Communications
Experience
Washington International Horse Show June 2014 - Present
HMT Equine, LLC September 2010 - Present
Washington Humane Society October 2013 - June 2014
Wakefield Capital Management February 2012 - October 2013
The Humane Society of the United States October 2011 - December 2011
Lucky Dog Animal Rescue August 2010 - December 2011
Lohman Stables, Inc December 2008 - September 2011
Morgan Stanley Smith Barney March 2010 - September 2010
Stal Heijligers May 2008 - July 2008
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Training, Dutch, Non-profits, Public Relations, Public Speaking, Event Planning, Fundraising, Social Media, Event Management, Research, Editing, Social Media Marketing, Teaching, Customer Service, Blogging, Social Networking, Sales, Equestrian, Media Relations, Horses, Marketing, Experiential Marketing, Digital Marketing, Social Media Strategist, Marketing Event Planning, Sports Entertainment, Vocus PR Software, Google Analytics, Strategic Communications, Digital Strategy, Digital Activation, Strategy, Content Management, Content Strategy, Brand Development, Brand Management, Brand Development..., Digital Communication..., Nonprofits, Facebook
Education
The Johns Hopkins University 2011 — 2013
Masters in Digital and Corporate/Nonprofit Communication
Sweet Briar College 2005 — 2008
Bachelors, Business Management, Studio Art, Equine Studies
Washington International Horse Show June 2014 - Present
HMT Equine, LLC September 2010 - Present
Washington Humane Society October 2013 - June 2014
Wakefield Capital Management February 2012 - October 2013
The Humane Society of the United States October 2011 - December 2011
Lucky Dog Animal Rescue August 2010 - December 2011
Lohman Stables, Inc December 2008 - September 2011
Morgan Stanley Smith Barney March 2010 - September 2010
Stal Heijligers May 2008 - July 2008
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Training, Dutch, Non-profits, Public Relations, Public Speaking, Event Planning, Fundraising, Social Media, Event Management, Research, Editing, Social Media Marketing, Teaching, Customer Service, Blogging, Social Networking, Sales, Equestrian, Media Relations, Horses, Marketing, Experiential Marketing, Digital Marketing, Social Media Strategist, Marketing Event Planning, Sports Entertainment, Vocus PR Software, Google Analytics, Strategic Communications, Digital Strategy, Digital Activation, Strategy, Content Management, Content Strategy, Brand Development, Brand Management, Brand Development..., Digital Communication..., Nonprofits, Facebook
Education
The Johns Hopkins University 2011 — 2013
Masters in Digital and Corporate/Nonprofit Communication
Sweet Briar College 2005 — 2008
Bachelors, Business Management, Studio Art, Equine Studies
Daniel J Hennigan Daniel J Hennigan's Morgan Stanley Smith Barney Experience March 2000 - March 2008
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2008 - Present
Morgan Stanley Smith Barney March 2000 - March 2008
Merrill Lynch March 1992 - March 2000
Education
Syracuse University - Martin J. Whitman School of Management 1982 — 1986
BS, Marking/Finance
Wells Fargo Advisors March 2008 - Present
Morgan Stanley Smith Barney March 2000 - March 2008
Merrill Lynch March 1992 - March 2000
Education
Syracuse University - Martin J. Whitman School of Management 1982 — 1986
BS, Marking/Finance
Stacey L. Richter Stacey L. Richter's Morgan Stanley Smith Barney Experience November 2009 - June 2010
Job Leadership and Management Learning Lead at PHCG
Industry Professional Training & Coaching
Experience
Publicis Healthcare Communications Group July 2015 - Present
Medical Specialists Communications Group (Harrison and Star / BioLumina) October 2013 - August 2015
NBCUniversal, Inc. November 2010 - October 2013
Goldman Sachs/Performance Development Group June 2010 - December 2010
Morgan Stanley Smith Barney November 2009 - June 2010
Ventureneer May 2009 - November 2009
RealHR Solutions April 2008 - November 2009
RealHR Solutions April 2008 - 2009
WPP Group, Plc May 2008 - August 2008
Sirius Satellite Radio February 2008 - May 2008
Skills
Training, Learning Management..., Leadership Development, Organizational..., Talent Management, Onboarding, Employee Engagement, Performance Management, Change Management, Coaching, Employee Relations, Workshop Facilitation, DISC, Training Facilitation, Employee Training, Interviews, Personnel Management, Recruiting, Leadership, Instructional Design, Staff Development, Management, Organizational Learning, 360 Degree Assessment, Constructive Feedback, Employee Benefits, Program Management, Organizational..., New Hire Orientations, Executive Coaching, Career Development, Organizational Design, Human Resources, E-Learning, Social Networking, LinkedIn, Social Media, Consulting, Team Building, Training & Development, Mentoring
Education
Teachers College of Columbia University 2007 — 2009
M.A., Social-Organizational Psychology
University of Delaware 2004 — 2007
B.A., Psychology, Leadership
Publicis Healthcare Communications Group July 2015 - Present
Medical Specialists Communications Group (Harrison and Star / BioLumina) October 2013 - August 2015
NBCUniversal, Inc. November 2010 - October 2013
Goldman Sachs/Performance Development Group June 2010 - December 2010
Morgan Stanley Smith Barney November 2009 - June 2010
Ventureneer May 2009 - November 2009
RealHR Solutions April 2008 - November 2009
RealHR Solutions April 2008 - 2009
WPP Group, Plc May 2008 - August 2008
Sirius Satellite Radio February 2008 - May 2008
Skills
Training, Learning Management..., Leadership Development, Organizational..., Talent Management, Onboarding, Employee Engagement, Performance Management, Change Management, Coaching, Employee Relations, Workshop Facilitation, DISC, Training Facilitation, Employee Training, Interviews, Personnel Management, Recruiting, Leadership, Instructional Design, Staff Development, Management, Organizational Learning, 360 Degree Assessment, Constructive Feedback, Employee Benefits, Program Management, Organizational..., New Hire Orientations, Executive Coaching, Career Development, Organizational Design, Human Resources, E-Learning, Social Networking, LinkedIn, Social Media, Consulting, Team Building, Training & Development, Mentoring
Education
Teachers College of Columbia University 2007 — 2009
M.A., Social-Organizational Psychology
University of Delaware 2004 — 2007
B.A., Psychology, Leadership
James Jay Madden James Jay Madden's Morgan Stanley Smith Barney Experience March 2001 - July 2008
Job Vice PresidentFinancial Advisor, Portfolio ManagerPortfolio Focus at RBC Wealth Management
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2001 - July 2008
RBC Wealth Management April 1997 - March 2001
Education
Texas A&M University
Bachelor of Arts, Communication
Texas State University-San Marcos
Morgan Stanley Smith Barney March 2001 - July 2008
RBC Wealth Management April 1997 - March 2001
Education
Texas A&M University
Bachelor of Arts, Communication
Texas State University-San Marcos
Sandy Cella Sandy Cella's Morgan Stanley Smith Barney Experience 1991 - 2010
Job Senior Client Associate at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2014 - Present
Stillwater Capital Advisors June 2010 - March 2014
Morgan Stanley Smith Barney 1991 - 2010
Goldman Sachs 1985 - 1991
Education
Temple University 1985 — 1987
Wells Fargo Advisors, LLC 2014 - Present
Stillwater Capital Advisors June 2010 - March 2014
Morgan Stanley Smith Barney 1991 - 2010
Goldman Sachs 1985 - 1991
Education
Temple University 1985 — 1987
Lance Cobb Lance Cobb's Morgan Stanley Smith Barney Experience February 1987 — December 2012
Job First Vice President - Investment Officer at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors 2012 — Present
Morgan Stanley Smith Barney February 1987 — December 2012
Skills
Asset Allocation, Investments, Finance, Financial Advisory, Securities, Fixed Income, Mutual Funds, Retirement, 401k Rollovers, Alternative Investments, Financial Analysis, Retirement Planning, Asset Management, Exchange Traded Funds, Investment Strategies, Risk Management, Bonds, Estate Planning, Equities, Financial Services, Financial Modeling. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC
Education
University of Denver 1966 — 1969
Masters of Science, Physics (also, major in business), 2.25-GPA on 3 point system
Texas A&M University 1962 — 1966
Bachelor of Science (B.S.), Physics, 3.3
Wells Fargo Advisors 2012 — Present
Morgan Stanley Smith Barney February 1987 — December 2012
Skills
Asset Allocation, Investments, Finance, Financial Advisory, Securities, Fixed Income, Mutual Funds, Retirement, 401k Rollovers, Alternative Investments, Financial Analysis, Retirement Planning, Asset Management, Exchange Traded Funds, Investment Strategies, Risk Management, Bonds, Estate Planning, Equities, Financial Services, Financial Modeling. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC
Education
University of Denver 1966 — 1969
Masters of Science, Physics (also, major in business), 2.25-GPA on 3 point system
Texas A&M University 1962 — 1966
Bachelor of Science (B.S.), Physics, 3.3
Jason Ebel Jason Ebel's Morgan Stanley Smith Barney Experience July 2011 - September 2012
Job Account Manager/New Truck Sales at Performance Truck
Industry Transportation/Trucking/Railroad
Experience
Performance Truck November 2012 - Present
Morgan Stanley Smith Barney July 2011 - September 2012
BrandExtract, LLC February 2011 - May 2011
TGI Fridays August 2008 - March 2011
SAMUELS JEWELERS- divsion of GITANJALI February 2010 - June 2010
Arctic Wolf Ice Center 2008 - 2009
US Army March 2000 - February 2007
Skills
Negotiation, Marketing, Asset Managment, Direct Sales, Problem Solving, Sales Process, Presentations, Employee Benefits, Entrepreneurship, Google Adwords, New Business Development, Strategic Planning, Trading, Youth Development, Business, Customer Service, Advertising, Asset Management, Copywriting, Creative Direction, Leadership, Integrated Marketing, Management, Marketing Communications, Microsoft Excel, Microsoft Office, Small Business, Sales, Training, Social Networking
Education
Texas A&M University - Mays Business School 2009 — 2011
Performance Truck November 2012 - Present
Morgan Stanley Smith Barney July 2011 - September 2012
BrandExtract, LLC February 2011 - May 2011
TGI Fridays August 2008 - March 2011
SAMUELS JEWELERS- divsion of GITANJALI February 2010 - June 2010
Arctic Wolf Ice Center 2008 - 2009
US Army March 2000 - February 2007
Skills
Negotiation, Marketing, Asset Managment, Direct Sales, Problem Solving, Sales Process, Presentations, Employee Benefits, Entrepreneurship, Google Adwords, New Business Development, Strategic Planning, Trading, Youth Development, Business, Customer Service, Advertising, Asset Management, Copywriting, Creative Direction, Leadership, Integrated Marketing, Management, Marketing Communications, Microsoft Excel, Microsoft Office, Small Business, Sales, Training, Social Networking
Education
Texas A&M University - Mays Business School 2009 — 2011
Pat Grayson Pat Grayson's Morgan Stanley Smith Barney Experience September 1984 - January 2009
Job Senior Vice President Investments at UBS
Industry Financial Services
Experience
UBS January 2009 - Present
Morgan Stanley Smith Barney September 1984 - January 2009
Westcap Securities May 1982 - September 1984
Education
University of Houston 1981 — 1983
Master of Business Administration (M.B.A.)
Texas A&M University-Kingsville 1970 — 1974
B.A., Political Science
UBS January 2009 - Present
Morgan Stanley Smith Barney September 1984 - January 2009
Westcap Securities May 1982 - September 1984
Education
University of Houston 1981 — 1983
Master of Business Administration (M.B.A.)
Texas A&M University-Kingsville 1970 — 1974
B.A., Political Science
Justin Cuddeback's Morgan Stanley Smith Barney Experience May 2011 - July 2011
Job Media Analyst at VivaKi
Industry Marketing and Advertising
Experience
VivaKi September 2015 - Present
Six Spoke Media May 2014 - June 2015
EmmeNation November 2013 - May 2014
Whitman School of Management, Syracuse University August 2012 - May 2014
Driver's Village & M&T Bank September 2013 - December 2013
JCC of Greater Rochester June 2013 - September 2013
Syracuse University September 2012 - December 2012
Morgan Stanley Smith Barney May 2011 - July 2011
Camp Seneca Lake/Jewish Community Center July 2009 - August 2010
Skills
Microsoft Excel, PowerPoint, Marketing, Social Media, Microsoft Word, Microsoft Office, Facebook, Marketing Strategy, Leadership, Event Management, Digital Marketing, PPC, SEM, Public Speaking, PPC Bid Management
Education
Syracuse University - Martin J. Whitman School of Management 2012 — 2014
Master of Business Administration (MBA), Finance/Marketing Management, General, 3.7
University at Buffalo 2009 — 2012
Bachelor of Science, Business Administration; Finance/Marketing, 3.7
University of Michigan 2008 — 2008
VivaKi September 2015 - Present
Six Spoke Media May 2014 - June 2015
EmmeNation November 2013 - May 2014
Whitman School of Management, Syracuse University August 2012 - May 2014
Driver's Village & M&T Bank September 2013 - December 2013
JCC of Greater Rochester June 2013 - September 2013
Syracuse University September 2012 - December 2012
Morgan Stanley Smith Barney May 2011 - July 2011
Camp Seneca Lake/Jewish Community Center July 2009 - August 2010
Skills
Microsoft Excel, PowerPoint, Marketing, Social Media, Microsoft Word, Microsoft Office, Facebook, Marketing Strategy, Leadership, Event Management, Digital Marketing, PPC, SEM, Public Speaking, PPC Bid Management
Education
Syracuse University - Martin J. Whitman School of Management 2012 — 2014
Master of Business Administration (MBA), Finance/Marketing Management, General, 3.7
University at Buffalo 2009 — 2012
Bachelor of Science, Business Administration; Finance/Marketing, 3.7
University of Michigan 2008 — 2008
Alejandro Burrola, MBA Alejandro Burrola, MBA's Morgan Stanley Smith Barney Experience January 2011 - Present
Job Vice President at The Burrola Group at Morgan Stanley
Industry Financial Services
Experience
The Burrola Group at Morgan Stanley January 2013 - Present
Morgan Stanley Smith Barney January 2011 - Present
Merrill Lynch November 2006 - January 2011
HSBC February 2006 - November 2006
HSBC January 2003 - February 2006
HSBC January 2001 - January 2003
Education
University of Phoenix 2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Escuela Bancaria y Comercial 2000 — 2005
Diploma, Finance
Tecnológico de Monterrey 2003 — 2003
Diploma, Management
Universidad Autónoma de Baja California 1993 — 1997
Graduate, Information Systems
The Burrola Group at Morgan Stanley January 2013 - Present
Morgan Stanley Smith Barney January 2011 - Present
Merrill Lynch November 2006 - January 2011
HSBC February 2006 - November 2006
HSBC January 2003 - February 2006
HSBC January 2001 - January 2003
Education
University of Phoenix 2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Escuela Bancaria y Comercial 2000 — 2005
Diploma, Finance
Tecnológico de Monterrey 2003 — 2003
Diploma, Management
Universidad Autónoma de Baja California 1993 — 1997
Graduate, Information Systems
Candice Monroe's Morgan Stanley Smith Barney Experience March 2012 - Present
Job Business Professional at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2012 - Present
FOLLETT HIGHER EDUCATION January 2011 - March 2012
Millennium Trust Company September 2009 - December 2010
Calamos Investments July 2008 - January 2009
MORGAN KEEGAN & COMPANY, INC September 2003 - May 2008
Skills
Excel, Vlookup, Trading, Stock Market, Mutual Funds, Investments, retail planning, Supply Chain, Compliance, Pivot Tables, Reuters, Alternative Investments, Fixed Income Products, RIA, IRA's, IRA Rollovers, Roth IRA, Cost Analysis, Vendor Relations, Financial Analysis, JDA, Stock trading, Series 7, Microsoft Excel, Financial Services, IRAs
Education
Sullivan University 2005 — 2007
Bachelor of Science, Finance
Spencerian College 1995 — 1998
Associate of Science, Accounting
Morgan Stanley Smith Barney March 2012 - Present
FOLLETT HIGHER EDUCATION January 2011 - March 2012
Millennium Trust Company September 2009 - December 2010
Calamos Investments July 2008 - January 2009
MORGAN KEEGAN & COMPANY, INC September 2003 - May 2008
Skills
Excel, Vlookup, Trading, Stock Market, Mutual Funds, Investments, retail planning, Supply Chain, Compliance, Pivot Tables, Reuters, Alternative Investments, Fixed Income Products, RIA, IRA's, IRA Rollovers, Roth IRA, Cost Analysis, Vendor Relations, Financial Analysis, JDA, Stock trading, Series 7, Microsoft Excel, Financial Services, IRAs
Education
Sullivan University 2005 — 2007
Bachelor of Science, Finance
Spencerian College 1995 — 1998
Associate of Science, Accounting
Megan Horst McCann Megan Horst McCann's Morgan Stanley Smith Barney Experience July 2005 - March 2011
Job Director at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group January 2015 - Present
The Blackstone Group January 2013 - December 2014
The Blackstone Group March 2011 - December 2012
Morgan Stanley Smith Barney July 2005 - March 2011
Skills
Financial Reporting, Private Equity, Accounting, Corporate Finance, Financial Modeling, Capital Markets, Financial Analysis, Equities
Education
Syracuse University 2001 — 2005
Bachelors Degree, Dual Finance & Marketing
UNSW Australia 2004 — 2004
Finance & Marketing
The Blackstone Group January 2015 - Present
The Blackstone Group January 2013 - December 2014
The Blackstone Group March 2011 - December 2012
Morgan Stanley Smith Barney July 2005 - March 2011
Skills
Financial Reporting, Private Equity, Accounting, Corporate Finance, Financial Modeling, Capital Markets, Financial Analysis, Equities
Education
Syracuse University 2001 — 2005
Bachelors Degree, Dual Finance & Marketing
UNSW Australia 2004 — 2004
Finance & Marketing
Brian Sieling CRPC CSNA's Morgan Stanley Smith Barney Experience November 1993 - September 2002
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2008 - Present
UBS October 2002 - November 2008
Morgan Stanley Smith Barney November 1993 - September 2002
ExxonMobil June 1990 - November 1993
Education
Texas Tech University 1985 — 1990
BS Mechanical Engineering, Engineering
Richardson High School 1983 — 1985
Merrill Lynch November 2008 - Present
UBS October 2002 - November 2008
Morgan Stanley Smith Barney November 1993 - September 2002
ExxonMobil June 1990 - November 1993
Education
Texas Tech University 1985 — 1990
BS Mechanical Engineering, Engineering
Richardson High School 1983 — 1985
Peter Lawler, AIF®, CRPS® Peter Lawler, AIF®, CRPS®'s Morgan Stanley Smith Barney Experience September 1999 - February 2006
Job Principal, at Axial Benefits Group
Industry Financial Services
Experience
Axial Benefits Group November 2008 - Present
Axial Financial Group March 2006 - Present
Morgan Stanley Smith Barney September 1999 - February 2006
Skills
Wealth Management, Series 7, Retirement Planning, Securities, Investments, Retirement
Education
Temple University
Axial Benefits Group November 2008 - Present
Axial Financial Group March 2006 - Present
Morgan Stanley Smith Barney September 1999 - February 2006
Skills
Wealth Management, Series 7, Retirement Planning, Securities, Investments, Retirement
Education
Temple University
Jason MacGregor Jason MacGregor's Morgan Stanley Smith Barney Experience November 2000 - September 2009
Job Owner at Minich MacGregor Wealth Management
Industry Investment Management
Experience
Minich MacGregor Wealth Management September 2009 - Present
Saratoga Regional YMCA May 2005 - March 2014
Morgan Stanley Smith Barney November 2000 - September 2009
Fleet Financial August 1995 - October 2000
Skills
Investments, Asset Management, Retirement Planning, Financial Planning, Wealth Management, Portfolio Management, 401k, Investment Advisory
Education
Syracuse University 1989 — 1993
BA
Minich MacGregor Wealth Management September 2009 - Present
Saratoga Regional YMCA May 2005 - March 2014
Morgan Stanley Smith Barney November 2000 - September 2009
Fleet Financial August 1995 - October 2000
Skills
Investments, Asset Management, Retirement Planning, Financial Planning, Wealth Management, Portfolio Management, 401k, Investment Advisory
Education
Syracuse University 1989 — 1993
BA
Patrick Almand Patrick Almand's Morgan Stanley Smith Barney Experience July 2008 - August 2009
Job Attorney at Almand Law Firm, P.C.
Industry Law Practice
Experience
Almand Law Firm, P.C. April 2015 - Present
Almand Law Firm, P.C. November 2012 - Present
United States Army Reserve January 2006 - Present
Tarrant County District Attorney October 2013 - April 2015
Javitch, Block & Rathbone June 2011 - October 2012
Tarrant County District Attorney January 2012 - May 2012
Texas Wesleyan Law School August 2009 - May 2012
United States Attorney's Office June 2010 - June 2011
Morgan Stanley Smith Barney July 2008 - August 2009
Clark Consulting June 2007 - May 2008
Skills
Legal Research, Legal Writing, Westlaw, Litigation, Civil Litigation, Commercial Litigation, Courts, Mediation, Criminal Law, Estate Planning, Lexis, Research, Government, Corporate Law, Contract Negotiation, Hearings, Trials, Litigation Support
Education
Texas Wesleyan University School of Law 2009 — 2012
JD, Law
Texas A&M University 1995 — 2001
Bachelor of Science, Ag. Economics
Almand Law Firm, P.C. April 2015 - Present
Almand Law Firm, P.C. November 2012 - Present
United States Army Reserve January 2006 - Present
Tarrant County District Attorney October 2013 - April 2015
Javitch, Block & Rathbone June 2011 - October 2012
Tarrant County District Attorney January 2012 - May 2012
Texas Wesleyan Law School August 2009 - May 2012
United States Attorney's Office June 2010 - June 2011
Morgan Stanley Smith Barney July 2008 - August 2009
Clark Consulting June 2007 - May 2008
Skills
Legal Research, Legal Writing, Westlaw, Litigation, Civil Litigation, Commercial Litigation, Courts, Mediation, Criminal Law, Estate Planning, Lexis, Research, Government, Corporate Law, Contract Negotiation, Hearings, Trials, Litigation Support
Education
Texas Wesleyan University School of Law 2009 — 2012
JD, Law
Texas A&M University 1995 — 2001
Bachelor of Science, Ag. Economics
Bill Rivel Bill Rivel's Morgan Stanley Smith Barney Experience October 1997 - March 2013
Job Branch Operations Manager at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott March 2013 - Present
Morgan Stanley Smith Barney October 1997 - March 2013
Legg Mason 2003 - 2008
Alex. Brown 1993 - 1997
Philadelphia Depository Trust Company (Philadep) 1985 - 1993
Skills
Series 7, Series 63, Process Improvement, Wealth Management, Investment Advisory, Series 9, Series 10, Series 3, Series 65, FINRA, Securities, Series 24, Finance
Education
Temple University 1987 — 1991
Bachelor's degree, Business Administration and Management, General
West Catholic, Philadelphia PA 1983 — 1987
Janney Montgomery Scott March 2013 - Present
Morgan Stanley Smith Barney October 1997 - March 2013
Legg Mason 2003 - 2008
Alex. Brown 1993 - 1997
Philadelphia Depository Trust Company (Philadep) 1985 - 1993
Skills
Series 7, Series 63, Process Improvement, Wealth Management, Investment Advisory, Series 9, Series 10, Series 3, Series 65, FINRA, Securities, Series 24, Finance
Education
Temple University 1987 — 1991
Bachelor's degree, Business Administration and Management, General
West Catholic, Philadelphia PA 1983 — 1987
Jason Cowans, CFP®, ChFC®'s Morgan Stanley Smith Barney Experience May 2000 - December 2000
Job Associate Director, Financial Planning at Edelman Financial Services
Industry Investment Management
Experience
Edelman Financial Services August 2011 - Present
Highland Advisory Group November 2008 - August 2011
Cowans Financial Services December 2003 - November 2008
ING Funds July 2002 - October 2003
H&R Block Financial Advisors March 2001 - July 2002
Morgan Stanley Smith Barney May 2000 - December 2000
LBUSD January 1997 - May 2000
Skills
Retirement Planning, Financial Planning, Estate Planning, Asset Management
Education
University of Arizona
Bachelor of Science, Math with Finance emphasis
The American College
CFP® Certification
The American College
Chartered Financial Consultant
Edelman Financial Services August 2011 - Present
Highland Advisory Group November 2008 - August 2011
Cowans Financial Services December 2003 - November 2008
ING Funds July 2002 - October 2003
H&R Block Financial Advisors March 2001 - July 2002
Morgan Stanley Smith Barney May 2000 - December 2000
LBUSD January 1997 - May 2000
Skills
Retirement Planning, Financial Planning, Estate Planning, Asset Management
Education
University of Arizona
Bachelor of Science, Math with Finance emphasis
The American College
CFP® Certification
The American College
Chartered Financial Consultant
Andrew McGrath, CFP®'s Morgan Stanley Smith Barney Experience May 2007 - October 2011
Job First Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2011 - Present
Morgan Stanley Smith Barney May 2007 - October 2011
Wells Fargo Advisors September 2001 - May 2007
Skills
Series 7, Wealth Management, Uniform Combined State..., Alternative Investments, Loans, Investment Management, Asset Management, Equities, Asset Allocation, Portfolio Management, Investments, Investment Advisory, Estate Planning, Strategic Financial..., Retirement Planning, Series 63, Mutual Funds
Education
Texas Tech University 1997 — 2001
Finance
Merrill Lynch October 2011 - Present
Morgan Stanley Smith Barney May 2007 - October 2011
Wells Fargo Advisors September 2001 - May 2007
Skills
Series 7, Wealth Management, Uniform Combined State..., Alternative Investments, Loans, Investment Management, Asset Management, Equities, Asset Allocation, Portfolio Management, Investments, Investment Advisory, Estate Planning, Strategic Financial..., Retirement Planning, Series 63, Mutual Funds
Education
Texas Tech University 1997 — 2001
Finance
Keith A. Zanders's Morgan Stanley Smith Barney Experience December 2007 - May 2009
Job Principal at Hazard & Siegel Inc.
Industry Financial Services
Experience
Pinnacle Investments, LLC June 2010 - July 2014
Syracuse University January 2006 - December 2011
Davidson Securities August 2009 - June 2010
Morgan Stanley Smith Barney December 2007 - May 2009
Junior Achievement of Syracuse 2007 - 2008
Estee Lauder 1997 - 2001
Skills
Investments, Securities, Compliance, Microsoft Office, Alternative Investments
Education
University of Virginia - Darden Graduate School of Business Administration 2002 — 2004
MBA
Syracuse University 1990 — 1994
BS, Information Technology Management
Pinnacle Investments, LLC June 2010 - July 2014
Syracuse University January 2006 - December 2011
Davidson Securities August 2009 - June 2010
Morgan Stanley Smith Barney December 2007 - May 2009
Junior Achievement of Syracuse 2007 - 2008
Estee Lauder 1997 - 2001
Skills
Investments, Securities, Compliance, Microsoft Office, Alternative Investments
Education
University of Virginia - Darden Graduate School of Business Administration 2002 — 2004
MBA
Syracuse University 1990 — 1994
BS, Information Technology Management
Amad Owidi's Morgan Stanley Smith Barney Experience 2010 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2010 - Present
Education
Texas A&M University
Morgan Stanley Smith Barney 2010 - Present
Education
Texas A&M University
Lori Dellinger's Morgan Stanley Smith Barney Experience July 2008 - September 2009
Job Relationship Manager at Frost Bank
Industry Financial Services
Experience
Frost Bank 2011 - Present
American Bank September 2009 - 2011
Morgan Stanley Smith Barney July 2008 - September 2009
U. S. Cellular 1990 - 2009
United States Cellular June 2003 - October 2007
U. S. Cellular March 2001 - June 2003
Skills
Financial Analysis, Cross-functional Team..., Process Improvement, Microsoft Excel, Operations Management, Sales Management, Strategic Planning, Financial Modeling, Strategic Financial..., Budgets, Leadership, Finance, Forecasting, Contract Negotiation, Team Building, Marketing, Loans, Negotiation, Customer Retention, Telecommunications, Retail, Coaching, Customer Service, Sales Operations, Business Development
Education
Texas A&M University 1977 — 1981
BBA Finance
Frost Bank 2011 - Present
American Bank September 2009 - 2011
Morgan Stanley Smith Barney July 2008 - September 2009
U. S. Cellular 1990 - 2009
United States Cellular June 2003 - October 2007
U. S. Cellular March 2001 - June 2003
Skills
Financial Analysis, Cross-functional Team..., Process Improvement, Microsoft Excel, Operations Management, Sales Management, Strategic Planning, Financial Modeling, Strategic Financial..., Budgets, Leadership, Finance, Forecasting, Contract Negotiation, Team Building, Marketing, Loans, Negotiation, Customer Retention, Telecommunications, Retail, Coaching, Customer Service, Sales Operations, Business Development
Education
Texas A&M University 1977 — 1981
BBA Finance
Michael Winn, CIMA's Morgan Stanley Smith Barney Experience 1986 - 2010
Job Sr VP Investments UBS
Industry Investment Management
Experience
UBS September 2010 - Present
Morgan Stanley Smith Barney 1986 - 2010
Education
Suffolk University 1982 — 1986
MBA
University of Massachusetts, Amherst 1976 — 1980
Suffolk University
UBS September 2010 - Present
Morgan Stanley Smith Barney 1986 - 2010
Education
Suffolk University 1982 — 1986
MBA
University of Massachusetts, Amherst 1976 — 1980
Suffolk University
Shane Hillam's Morgan Stanley Smith Barney Experience March 2004 - July 2011
Job Real Estate Investor
Industry Commercial Real Estate
Experience
Holland Properties February 1995 - Present
Nomura July 2011 - July 2014
Morgan Stanley Smith Barney March 2004 - July 2011
Online Resources Corporation 2001 - 2004
Zona Financiera 2000 - 2001
MasterCard 2000 - 2000
Citigroup 1997 - 2000
Citibank 1995 - 1997
Skills
Business Analysis, Business Process..., Process Improvement, SDLC, Project Management, Change Management, PMO, Program Management, Vendor Management, Financial Services, Requirements Gathering, Business Process, CRM, IT Strategy, Human Resources, Management, P&L Financial Management, Resource Management, Project Planning
Education
TEESSIDE UNIVERSITY 1990 — 1994
BSc, Business, IT, German Language
Holland Properties February 1995 - Present
Nomura July 2011 - July 2014
Morgan Stanley Smith Barney March 2004 - July 2011
Online Resources Corporation 2001 - 2004
Zona Financiera 2000 - 2001
MasterCard 2000 - 2000
Citigroup 1997 - 2000
Citibank 1995 - 1997
Skills
Business Analysis, Business Process..., Process Improvement, SDLC, Project Management, Change Management, PMO, Program Management, Vendor Management, Financial Services, Requirements Gathering, Business Process, CRM, IT Strategy, Human Resources, Management, P&L Financial Management, Resource Management, Project Planning
Education
TEESSIDE UNIVERSITY 1990 — 1994
BSc, Business, IT, German Language
Rene Newman's Morgan Stanley Smith Barney Experience 1999 - Present
Job Registered Marketing Associate at Smith Barney
Industry Financial Services
Experience
Smith Barney November 1999 - Present
Morgan Stanley Smith Barney 1999 - Present
Legg Mason November 1999 - February 2006
Education
Texas A&M University-Kingsville 1980 — 1982
BS ChE, Chemical Engineering
Smith Barney November 1999 - Present
Morgan Stanley Smith Barney 1999 - Present
Legg Mason November 1999 - February 2006
Education
Texas A&M University-Kingsville 1980 — 1982
BS ChE, Chemical Engineering
James Gomez's Morgan Stanley Smith Barney Experience 2011 - 2011
Job President, NPA Benefits Network
Industry Financial Services
Experience
NPA Benefits Network January 2008 - Present
Morgan Stanley Smith Barney 2011 - 2011
Judson Education Foundation September 2010 - 2011
Conseco Insurance Group August 2005 - January 2008
ING Reliastar June 1998 - July 2005
Skills
Retirement, Series 7, Insurance, Financial Planning, Mutual Funds, Retirement Planning, Annuities, Securities, IRA's, Annuity, Fixed Annuities, Sales Operations, IRAs, Long-term Care, Term Life Insurance, Universal Life, Sales, Life Insurance, Employee Benefits, Disability Insurance, Whole Life, Brokers, Critical Illness, Sales Management, Underwriting, Long Term Care Insurance, 401k, Health Insurance, Financial Planners, Small Business, Financial Services, Accident, Health Savings Accounts, Leadership, Investments, Financial Advisory, Training, Property & Casualty...
Education
Harlingen High s
Texas A&M University
BA, Political Science
Texas A&M University
BA, Political Science - Sociology
NPA Benefits Network January 2008 - Present
Morgan Stanley Smith Barney 2011 - 2011
Judson Education Foundation September 2010 - 2011
Conseco Insurance Group August 2005 - January 2008
ING Reliastar June 1998 - July 2005
Skills
Retirement, Series 7, Insurance, Financial Planning, Mutual Funds, Retirement Planning, Annuities, Securities, IRA's, Annuity, Fixed Annuities, Sales Operations, IRAs, Long-term Care, Term Life Insurance, Universal Life, Sales, Life Insurance, Employee Benefits, Disability Insurance, Whole Life, Brokers, Critical Illness, Sales Management, Underwriting, Long Term Care Insurance, 401k, Health Insurance, Financial Planners, Small Business, Financial Services, Accident, Health Savings Accounts, Leadership, Investments, Financial Advisory, Training, Property & Casualty...
Education
Harlingen High s
Texas A&M University
BA, Political Science
Texas A&M University
BA, Political Science - Sociology
Marguerita Chapman's Morgan Stanley Smith Barney Experience March 2003 - May 2004
Job Strategy Execution Lead II
Industry Financial Services
Experience
Merrill Lynch July 2012 - Present
Merrill Lynch May 2004 - July 2012
Morgan Stanley Smith Barney March 2003 - May 2004
Vanguard September 1997 - March 2003
Skills
Securities, Retirement Planning, Wealth Management, Financial Advisory, Analysis, Investment Advisory, 401k, Strategy, Organization, Problem Solving, Business Strategy Tools, Series 6, Series 7, Series 63, Series 65, Life Insurance, Series 31
Education
Temple University - Fox School of Business and Management
Bachelors of Business Administration, Finance
Merrill Lynch July 2012 - Present
Merrill Lynch May 2004 - July 2012
Morgan Stanley Smith Barney March 2003 - May 2004
Vanguard September 1997 - March 2003
Skills
Securities, Retirement Planning, Wealth Management, Financial Advisory, Analysis, Investment Advisory, 401k, Strategy, Organization, Problem Solving, Business Strategy Tools, Series 6, Series 7, Series 63, Series 65, Life Insurance, Series 31
Education
Temple University - Fox School of Business and Management
Bachelors of Business Administration, Finance
Jill Hollowell's Morgan Stanley Smith Barney Experience 1996 - 1996
Job Consultant at CLS Partners
Industry Insurance
Experience
CLS Partners February 2015 - Present
Gallagher Benefit Services May 2013 - January 2015
Gallagher Benefit Services July 2012 - May 2013
Gallagher Benefit Services August 2000 - July 2012
Frank Crystal & Company 1996 - 2000
Morgan Stanley Smith Barney 1996 - 1996
The Ashmore Agengy 1995 - 1996
Garrick, Smith, Johnson, and Nix 1992 - 1994
Skills
Employee Benefits, Health Savings Accounts, Health Insurance, Disability Insurance, Insurance, Brokers, Life Insurance, Benefits Administration, Underwriting, Term Life Insurance, Account Management, Strategic Planning
Education
Texas Tech University 1987 — 1991
B.S., Financial Planning
Texas Tech University 1987 — 1991
Graduate Studies, Administration
CLS Partners February 2015 - Present
Gallagher Benefit Services May 2013 - January 2015
Gallagher Benefit Services July 2012 - May 2013
Gallagher Benefit Services August 2000 - July 2012
Frank Crystal & Company 1996 - 2000
Morgan Stanley Smith Barney 1996 - 1996
The Ashmore Agengy 1995 - 1996
Garrick, Smith, Johnson, and Nix 1992 - 1994
Skills
Employee Benefits, Health Savings Accounts, Health Insurance, Disability Insurance, Insurance, Brokers, Life Insurance, Benefits Administration, Underwriting, Term Life Insurance, Account Management, Strategic Planning
Education
Texas Tech University 1987 — 1991
B.S., Financial Planning
Texas Tech University 1987 — 1991
Graduate Studies, Administration
Tim Shocklee, Jr.'s Morgan Stanley Smith Barney Experience February 1993 - February 2009
Job Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. February 2009 - Present
Morgan Stanley Smith Barney February 1993 - February 2009
Boeing July 1989 - October 1992
Skills
Securities, Investments, Asset Allocation, Insurance, Retirement, Estate Investment..., Risk Management..., Retirement Plan..., Wealth-Preservation...
Education
Texas Christian University 1985 — 1989
bba, finance, accounting, spanish
Texas Christian University - M.J. Neeley School of Business 1985 — 1989
BBA, Finance/accounting Spanish minor
Chaminade College Preparatory 1981 — 1985
diploma
Oppenheimer & Co. Inc. February 2009 - Present
Morgan Stanley Smith Barney February 1993 - February 2009
Boeing July 1989 - October 1992
Skills
Securities, Investments, Asset Allocation, Insurance, Retirement, Estate Investment..., Risk Management..., Retirement Plan..., Wealth-Preservation...
Education
Texas Christian University 1985 — 1989
bba, finance, accounting, spanish
Texas Christian University - M.J. Neeley School of Business 1985 — 1989
BBA, Finance/accounting Spanish minor
Chaminade College Preparatory 1981 — 1985
diploma
Lloyd Perez's Morgan Stanley Smith Barney Experience July 2008 - March 2013
Job Technical Analyst at Morgan Stanley Smith Barney
Industry Information Technology and Services
Experience
Morgan Stanley Wealth Management Technical AnalystMorgan Stanley Wealth ManagementMarch 2013 - Present
Morgan Stanley Smith Barney July 2008 - March 2013
Citi Group September 2007 - July 2008
Perot Systems 2007 - 2007
Capgemini Energy 2004 - 2007
TXU 2000 - 2004
Texas A&M University-Kingsville 1995 - 2000
Skills
SharePoint, IT Service Management, ITIL, Incident Management, Visio, Disaster Recovery, Business Analysis, Troubleshooting, SDLC, Vendor Management, Project Management, BMC Remedy, VMware, Active Directory, IT Management, Risk Management, Technical Support, Process Improvement, Service Delivery, Data Center, Software Documentation
Education
Texas A&M University-Kingsville 1995 — 2000
BS, Electrical Engineering
Morgan Stanley Wealth Management Technical AnalystMorgan Stanley Wealth ManagementMarch 2013 - Present
Morgan Stanley Smith Barney July 2008 - March 2013
Citi Group September 2007 - July 2008
Perot Systems 2007 - 2007
Capgemini Energy 2004 - 2007
TXU 2000 - 2004
Texas A&M University-Kingsville 1995 - 2000
Skills
SharePoint, IT Service Management, ITIL, Incident Management, Visio, Disaster Recovery, Business Analysis, Troubleshooting, SDLC, Vendor Management, Project Management, BMC Remedy, VMware, Active Directory, IT Management, Risk Management, Technical Support, Process Improvement, Service Delivery, Data Center, Software Documentation
Education
Texas A&M University-Kingsville 1995 — 2000
BS, Electrical Engineering
William Casey's Morgan Stanley Smith Barney Experience August 2009 - January 2011
Job Internal Wholesaler at First Trust Portfolios
Industry Investment Management
Experience
First Trust Portfolios December 2010 - Present
Morgan Stanley Smith Barney August 2009 - January 2011
Fellowes May 2008 - August 2008
Skills
Series 7, Series 66, Wealth Management, New Business Development, Business Development, Account Management, Investments, Sales Management, Public Speaking, Team Leadership, Strategic Planning, Strategic Financial..., Sales, Mutual Funds, ETFs, Uniform Combined State...
Education
Taylor University 2005 — 2009
Business Management, Finance
First Trust Portfolios December 2010 - Present
Morgan Stanley Smith Barney August 2009 - January 2011
Fellowes May 2008 - August 2008
Skills
Series 7, Series 66, Wealth Management, New Business Development, Business Development, Account Management, Investments, Sales Management, Public Speaking, Team Leadership, Strategic Planning, Strategic Financial..., Sales, Mutual Funds, ETFs, Uniform Combined State...
Education
Taylor University 2005 — 2009
Business Management, Finance
Brian Stahler's Morgan Stanley Smith Barney Experience February 2009 - May 2013
Job Senior Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2013 - Present
Morgan Stanley Smith Barney February 2009 - May 2013
Merrill Lynch March 2003 - February 2008
A.G. Edwards & Sons, Inc. December 1995 - March 2003
Skills
Investments, Strategic Investment..., Investment Planning
Education
Texas Tech University 1991 — 1995
Bachelors, Finance/Economics
Wells Fargo Advisors, LLC June 2013 - Present
Morgan Stanley Smith Barney February 2009 - May 2013
Merrill Lynch March 2003 - February 2008
A.G. Edwards & Sons, Inc. December 1995 - March 2003
Skills
Investments, Strategic Investment..., Investment Planning
Education
Texas Tech University 1991 — 1995
Bachelors, Finance/Economics
Rita Jones's Morgan Stanley Smith Barney Experience 1998 - 2001
Job Business Intelligence Analyst at Hachette Book Group
Industry Publishing
Experience
Hachette Book Group April 2010 - Present
Barnes & Noble 2008 - 2010
Citigroup September 2003 - October 2007
Morgan Stanley Smith Barney 1998 - 2001
Skills
Business Intelligence, Data Modeling, Business Objects, SQL Server, Excel, Microstrategy, Microsoft SQL Server, Data Analysis, Business Analysis, Access, Data Warehousing, Process Improvement, SDLC, Vendor Management, Leadership, Microsoft Excel, SQL, Data Quality, Analysis
Education
Temple University - Fox School of Business and Management
BA, Marketing
Westchester Community College
AAS, Computer Information Systems
Westchester Community College
AAS, Marketing
Hachette Book Group April 2010 - Present
Barnes & Noble 2008 - 2010
Citigroup September 2003 - October 2007
Morgan Stanley Smith Barney 1998 - 2001
Skills
Business Intelligence, Data Modeling, Business Objects, SQL Server, Excel, Microstrategy, Microsoft SQL Server, Data Analysis, Business Analysis, Access, Data Warehousing, Process Improvement, SDLC, Vendor Management, Leadership, Microsoft Excel, SQL, Data Quality, Analysis
Education
Temple University - Fox School of Business and Management
BA, Marketing
Westchester Community College
AAS, Computer Information Systems
Westchester Community College
AAS, Marketing
Jesse M Miles, CPA's Morgan Stanley Smith Barney Experience June 2009 - May 2010
Job Senior Tax Manager at Seitz DeMarco & McGovern, PLLC
Industry Accounting
Experience
Seitz DeMarco & McGovern, PLLC November 2013 - Present
Aycock & Company, PC July 2010 - October 2013
Morgan Stanley Smith Barney June 2009 - May 2010
Smith Barney May 2007 - May 2009
Davidson Freedle Espenhover & Overby, PC August 1996 - May 2007
Skills
Income Tax, Estate Planning, Tax, Strategic Financial..., Trusts, High Net Worth..., Accounting, CPA, Tax Accounting, Business Valuation, Small Business, Wealth, Tax Research, Corporate Tax, Tax Preparation, Financial Planning, Management
Education
Texas A&M University - Mays Business School 1991 — 1996
BBA & MS, Accounting
Seitz DeMarco & McGovern, PLLC November 2013 - Present
Aycock & Company, PC July 2010 - October 2013
Morgan Stanley Smith Barney June 2009 - May 2010
Smith Barney May 2007 - May 2009
Davidson Freedle Espenhover & Overby, PC August 1996 - May 2007
Skills
Income Tax, Estate Planning, Tax, Strategic Financial..., Trusts, High Net Worth..., Accounting, CPA, Tax Accounting, Business Valuation, Small Business, Wealth, Tax Research, Corporate Tax, Tax Preparation, Financial Planning, Management
Education
Texas A&M University - Mays Business School 1991 — 1996
BBA & MS, Accounting
Andrew Dorobek's Morgan Stanley Smith Barney Experience August 2011 - December 2012
Job Analyst
Industry Information Technology and Services
Experience
CORT August 2013 - Present
A.I.M. December 2012 - August 2013
Morgan Stanley Smith Barney August 2011 - December 2012
NIA Consulting, a division of Verisk Analytics July 2009 - July 2011
Zachry Industrial, Inc. October 2006 - May 2008
Office of the Comptroller of the Currency January 2005 - June 2006
Northwestern Mutual Financial Network January 2004 - July 2004
Skills
Financial Analysis, Financial Modeling, Investments, Risk Management, Capital Markets, Credit Analysis, Microsoft Excel, Valuation, Banking, Portfolio Management, Project Management, Microsoft Office, Credit, Analysis, Financial Risk, Finance, Management, Business Analysis, Trading, Time Management, Asset Management, Energy, Microsoft Word, Credit Risk, Leadership, Loans, Mortgage Lending, Budgets, Process Improvement, Business Strategy, Business Development, Project Finance, JIRA
Education
Texas A&M University 2000 — 2004
BBA, Finance
CORT August 2013 - Present
A.I.M. December 2012 - August 2013
Morgan Stanley Smith Barney August 2011 - December 2012
NIA Consulting, a division of Verisk Analytics July 2009 - July 2011
Zachry Industrial, Inc. October 2006 - May 2008
Office of the Comptroller of the Currency January 2005 - June 2006
Northwestern Mutual Financial Network January 2004 - July 2004
Skills
Financial Analysis, Financial Modeling, Investments, Risk Management, Capital Markets, Credit Analysis, Microsoft Excel, Valuation, Banking, Portfolio Management, Project Management, Microsoft Office, Credit, Analysis, Financial Risk, Finance, Management, Business Analysis, Trading, Time Management, Asset Management, Energy, Microsoft Word, Credit Risk, Leadership, Loans, Mortgage Lending, Budgets, Process Improvement, Business Strategy, Business Development, Project Finance, JIRA
Education
Texas A&M University 2000 — 2004
BBA, Finance
Patricia Mosca's Morgan Stanley Smith Barney Experience September 2011 - Present
Job Financial Services
Industry Financial Services
Experience
Morgan Stanley Smith Barney September 2011 - Present
Smith Barney November 2004 - April 2009
Education
Temple University 1984 — 1988
BBA, Finance, Business Law
Morgan Stanley Smith Barney September 2011 - Present
Smith Barney November 2004 - April 2009
Education
Temple University 1984 — 1988
BBA, Finance, Business Law
Ryan Atlee's Morgan Stanley Smith Barney Experience December 2009 - June 2011
Job Vice President of Construction at Southern Green Builders
Industry Construction
Experience
Southern Green Builders January 2015 - Present
Southern Green Builders December 2013 - Present
Southern Green Builders April 2013 - Present
Newmark Homes October 2011 - February 2013
Newmark Homes June 2011 - October 2011
Morgan Stanley Smith Barney December 2009 - June 2011
Chevron Phillips Chemical Company February 2008 - December 2009
Newmark Homes July 2006 - February 2008
Skills
Contract Negotiation, Budgets, Leadership, Sales, Construction, Analysis, Contract Management, Real Estate, Investment Properties, Negotiation, Project Management, Credit, Process Scheduler, Microsoft Excel, WordPress, Management, Customer Service
Education
Texas A&M University 2001 — 2004
BA, Philosophy
Texas A&M University 2001 — 2004
Bachelor of Arts (B.A.)
Southern Green Builders January 2015 - Present
Southern Green Builders December 2013 - Present
Southern Green Builders April 2013 - Present
Newmark Homes October 2011 - February 2013
Newmark Homes June 2011 - October 2011
Morgan Stanley Smith Barney December 2009 - June 2011
Chevron Phillips Chemical Company February 2008 - December 2009
Newmark Homes July 2006 - February 2008
Skills
Contract Negotiation, Budgets, Leadership, Sales, Construction, Analysis, Contract Management, Real Estate, Investment Properties, Negotiation, Project Management, Credit, Process Scheduler, Microsoft Excel, WordPress, Management, Customer Service
Education
Texas A&M University 2001 — 2004
BA, Philosophy
Texas A&M University 2001 — 2004
Bachelor of Arts (B.A.)
Kamden Kanaly, CFP®'s Morgan Stanley Smith Barney Experience October 2009 - March 2012
Job Vice President & Relationship Manager at Kanaly Trust Company
Industry Investment Management
Experience
Kanaly Trust Company March 2012 - Present
Morgan Stanley Smith Barney October 2009 - March 2012
Amegy Bank July 2006 - September 2009
Skills
Investments, Wealth Management, Asset Allocation, Portfolio Management, Financial Analysis, Investment Advisory, Finance
Education
Texas Tech University 2003 — 2006
Bachelor of Science (B.S.), Personal Financial Planning
Kanaly Trust Company March 2012 - Present
Morgan Stanley Smith Barney October 2009 - March 2012
Amegy Bank July 2006 - September 2009
Skills
Investments, Wealth Management, Asset Allocation, Portfolio Management, Financial Analysis, Investment Advisory, Finance
Education
Texas Tech University 2003 — 2006
Bachelor of Science (B.S.), Personal Financial Planning
Marc Blatstein's Morgan Stanley Smith Barney Experience 2010 - August 2011
Job Senior Mortgage Banker
Industry Commercial Real Estate
Experience
Centennial Lending Group August 2015 - Present
Axcel Capital Group June 2014 - Present
Morgan Stanley Smith Barney 2010 - August 2011
Advantage One Mortgage Corp January 1999 - June 2009
Skills
Real Estate, Loans, Loan Origination, Commercial Mortgages, Credit, Financial Risk, Small Business, Financial Analysis, Strategic Planning, Investment Properties, Leadership, Sales
Education
Temple University
Centennial Lending Group August 2015 - Present
Axcel Capital Group June 2014 - Present
Morgan Stanley Smith Barney 2010 - August 2011
Advantage One Mortgage Corp January 1999 - June 2009
Skills
Real Estate, Loans, Loan Origination, Commercial Mortgages, Credit, Financial Risk, Small Business, Financial Analysis, Strategic Planning, Investment Properties, Leadership, Sales
Education
Temple University
Don Bateman's Morgan Stanley Smith Barney Experience January 2000 - June 2010
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial March 2013 - Present
Dawson James Securities, Re/Max Advantage plus. Bateman Motors Brokerage Select Motors June 2010 - January 2012
Morgan Stanley Smith Barney January 2000 - June 2010
Bill Rapp Superstore March 1986 - March 2000
Skills
Financial Planning, Automotive, Real Estate, Financial Management, Hockey, Strategic Financial..., Investments, Managerial Finance, Asset Management, Social Media Marketing, Marketing, Marketing Strategy, Public Speaking, Finance, Customer Service, Strategic Planning, Team Building, Management, Sales Management, Negotiation, Social Networking, Social Media, Leadership
Education
Whitesboro Central Marcy NY 1977 — 1979
Finance
Syracuse University
LPL Financial March 2013 - Present
Dawson James Securities, Re/Max Advantage plus. Bateman Motors Brokerage Select Motors June 2010 - January 2012
Morgan Stanley Smith Barney January 2000 - June 2010
Bill Rapp Superstore March 1986 - March 2000
Skills
Financial Planning, Automotive, Real Estate, Financial Management, Hockey, Strategic Financial..., Investments, Managerial Finance, Asset Management, Social Media Marketing, Marketing, Marketing Strategy, Public Speaking, Finance, Customer Service, Strategic Planning, Team Building, Management, Sales Management, Negotiation, Social Networking, Social Media, Leadership
Education
Whitesboro Central Marcy NY 1977 — 1979
Finance
Syracuse University
Adam Parente's Morgan Stanley Smith Barney Experience August 2010 - March 2012
Job Vice President JP Morgan Securities LLC
Industry Financial Services
Experience
JPMorgan Securities LLC April 2012 - Present
Morgan Stanley Smith Barney August 2010 - March 2012
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2009
MBA, Finance
JPMorgan Securities LLC April 2012 - Present
Morgan Stanley Smith Barney August 2010 - March 2012
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2009
MBA, Finance
Collin Barber's Morgan Stanley Smith Barney Experience 2004 - 2005
Job Vice President, Employee Benefit Services at BB&T Insurance Services Inc.
Industry Insurance
Experience
BB&T Insurance Services Inc. May 2014 - Present
Valvoline June 2011 - March 2014
Valvoline August 2007 - June 2011
L-3 Communications 2007 - 2007
JPMorgan Chase 2005 - 2007
Morgan Stanley Smith Barney 2004 - 2005
Skills
New Business Development, Sales Management, Account Management, Strategic Planning, Marketing, Key Account Management, Sales Operations, Customer Service, Lubricants, Microsoft Excel, Sales, Microsoft Office, B2B, Distributors, Budgets, Product Launch, Competitive Analysis, Product Development, Business Development, Cold Calling, Leadership, Team Leadership, Management, Marketing Management, Sales Process, Forecasting, Customer Satisfaction, Customer Retention, P&L Management, Selling, Salesforce.com, Marketing Strategy, Negotiation, CRM, Life Insurance, Health Insurance, Finance, Process Improvement, Pricing, Social Media, Direct Sales, Program Management, Team Building, Public Speaking, Insurance, Analysis
Education
Syracuse University 2000 — 2005
Bachelor of Science, Business Marketing and Retail Management
Lexington Catholic High School 1997 — 2000
BB&T Insurance Services Inc. May 2014 - Present
Valvoline June 2011 - March 2014
Valvoline August 2007 - June 2011
L-3 Communications 2007 - 2007
JPMorgan Chase 2005 - 2007
Morgan Stanley Smith Barney 2004 - 2005
Skills
New Business Development, Sales Management, Account Management, Strategic Planning, Marketing, Key Account Management, Sales Operations, Customer Service, Lubricants, Microsoft Excel, Sales, Microsoft Office, B2B, Distributors, Budgets, Product Launch, Competitive Analysis, Product Development, Business Development, Cold Calling, Leadership, Team Leadership, Management, Marketing Management, Sales Process, Forecasting, Customer Satisfaction, Customer Retention, P&L Management, Selling, Salesforce.com, Marketing Strategy, Negotiation, CRM, Life Insurance, Health Insurance, Finance, Process Improvement, Pricing, Social Media, Direct Sales, Program Management, Team Building, Public Speaking, Insurance, Analysis
Education
Syracuse University 2000 — 2005
Bachelor of Science, Business Marketing and Retail Management
Lexington Catholic High School 1997 — 2000
Michael Alteri's Morgan Stanley Smith Barney Experience 2001 - Present
Job Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2001 - Present
Education
Syracuse University 1984 — 1987
BA, Finance
Morgan Stanley Smith Barney 2001 - Present
Education
Syracuse University 1984 — 1987
BA, Finance
Brendan L. Burke's Morgan Stanley Smith Barney Experience 2010 - 2012
Job Market Director, Sales & Relationships at Varden Technologies
Industry Financial Services
Experience
Varden Technologies 2014 - Present
Sun Life Financial 2013 - 2014
Sun Life Financial 2013 - 2013
Sun Life Financial 2012 - 2013
Morgan Stanley Smith Barney 2010 - 2012
Skills
Data Warehousing, Vendor Management, Trading Systems, Business Transformation, IT Strategy, Alternative Investments, Project Planning, Equities, Equity Research, Risk Management, Program Management, ERP, Financial Analysis, Fixed Income, CRM, PMO, Investment Banking, Management, SDLC, Banking, Portfolio Management, Bloomberg Terminal, SAP ERP, Asset Management, Capital Markets, Leadership, Insurance, Microsoft Office, Mutual Funds, Financial Services, Securities, PowerPoint, Financial Modeling, Asset Allocation
Education
Suffolk University - Sawyer Business School 2007 — 2011
BSBA, Finance
Dublin Christian Academy 2004 — 2005
Varden Technologies 2014 - Present
Sun Life Financial 2013 - 2014
Sun Life Financial 2013 - 2013
Sun Life Financial 2012 - 2013
Morgan Stanley Smith Barney 2010 - 2012
Skills
Data Warehousing, Vendor Management, Trading Systems, Business Transformation, IT Strategy, Alternative Investments, Project Planning, Equities, Equity Research, Risk Management, Program Management, ERP, Financial Analysis, Fixed Income, CRM, PMO, Investment Banking, Management, SDLC, Banking, Portfolio Management, Bloomberg Terminal, SAP ERP, Asset Management, Capital Markets, Leadership, Insurance, Microsoft Office, Mutual Funds, Financial Services, Securities, PowerPoint, Financial Modeling, Asset Allocation
Education
Suffolk University - Sawyer Business School 2007 — 2011
BSBA, Finance
Dublin Christian Academy 2004 — 2005
Jill Gwiazdowski Somerville's Morgan Stanley Smith Barney Experience October 2008 - June 2011
Job National Accounts, Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments 2011 - Present
Morgan Stanley Smith Barney October 2008 - June 2011
Education
Susquehanna University
Nuveen Investments 2011 - Present
Morgan Stanley Smith Barney October 2008 - June 2011
Education
Susquehanna University
Aimee Reppa Stegen's Morgan Stanley Smith Barney Experience June 1999 - August 1999
Job Sales Representative at Rowe Furniture
Industry Furniture
Experience
Rowe Furniture April 2011 - Present
GSC Group April 2005 - August 2009
JPMorganChase March 2002 - April 2005
PricewaterhouseCoopers LLP July 2000 - February 2002
Morgan Stanley Smith Barney June 1999 - August 1999
Skills
Equities, Account Reconciliation, Accounting, Financial Analysis, Valuation, Retail, Furniture, Sales, Marketing, Distressed Debt, Risk Management, New Business Development
Education
Syracuse University - Martin J. Whitman School of Management 1996 — 2000
Bachelor of Science, Finance
Wayne Hills High School 1992 — 1996
Rowe Furniture April 2011 - Present
GSC Group April 2005 - August 2009
JPMorganChase March 2002 - April 2005
PricewaterhouseCoopers LLP July 2000 - February 2002
Morgan Stanley Smith Barney June 1999 - August 1999
Skills
Equities, Account Reconciliation, Accounting, Financial Analysis, Valuation, Retail, Furniture, Sales, Marketing, Distressed Debt, Risk Management, New Business Development
Education
Syracuse University - Martin J. Whitman School of Management 1996 — 2000
Bachelor of Science, Finance
Wayne Hills High School 1992 — 1996
Lacey Kassirer's Morgan Stanley Smith Barney Experience January 2010 - October 2012
Job Chief Compliance Officer, BrokerDealer Compliance at Cedar Capital
Industry Financial Services
Experience
Cedar Capital March 2015 - Present
BMO Financial Group March 2014 - February 2015
Morgan Stanley Wealth Management October 2012 - March 2014
Morgan Stanley Smith Barney January 2010 - October 2012
Morgan Stanley Smith Barney August 2007 - January 2010
Citi July 2004 - August 2007
Mark Kline, Inc. September 2003 - July 2004
ZenithOptimedia November 2002 - September 2003
Skills
Series 7, FINRA, Securities, Series 24, Series 63, Wealth Management, AML, Mutual Funds, Investment Advisory, Series 65
Education
Syracuse University 1998 — 2002
B.A., Psychology
Cedar Capital March 2015 - Present
BMO Financial Group March 2014 - February 2015
Morgan Stanley Wealth Management October 2012 - March 2014
Morgan Stanley Smith Barney January 2010 - October 2012
Morgan Stanley Smith Barney August 2007 - January 2010
Citi July 2004 - August 2007
Mark Kline, Inc. September 2003 - July 2004
ZenithOptimedia November 2002 - September 2003
Skills
Series 7, FINRA, Securities, Series 24, Series 63, Wealth Management, AML, Mutual Funds, Investment Advisory, Series 65
Education
Syracuse University 1998 — 2002
B.A., Psychology
Don Giello's Morgan Stanley Smith Barney Experience 1987 - 1990
Job President at DBG Capital Advisors, LLC
Industry Investment Management
Experience
DBG Capital Advisors, LLC 2008 - Present
CIBC Oppenheimer 1992 - 1998
Lehman Brothers 1990 - 1992
Morgan Stanley Smith Barney 1987 - 1990
Skills
Asset Managment, Stocks, Portfolio Management, Wealth Management, Investments, Quantitative Research, Quantitative Investing, Retirement Planning, Strategic Financial..., Investment Management, Retirement, Financial Modeling, Technical Analysis, Asset Allocation, High Growth Stocks, Financial Analysis, Financial Advisory
Education
Texas State University-San Marcos 1982 — 1986
Bachelor of Business Administration (BBA), Finance, General
DBG Capital Advisors, LLC 2008 - Present
CIBC Oppenheimer 1992 - 1998
Lehman Brothers 1990 - 1992
Morgan Stanley Smith Barney 1987 - 1990
Skills
Asset Managment, Stocks, Portfolio Management, Wealth Management, Investments, Quantitative Research, Quantitative Investing, Retirement Planning, Strategic Financial..., Investment Management, Retirement, Financial Modeling, Technical Analysis, Asset Allocation, High Growth Stocks, Financial Analysis, Financial Advisory
Education
Texas State University-San Marcos 1982 — 1986
Bachelor of Business Administration (BBA), Finance, General
Sarath Mangam's Morgan Stanley Smith Barney Experience June 2011 - November 2012
Job Technincal Architect at ADP Analytics
Industry Computer Software
Experience
ADP May 2013 - Present
Citi November 2012 - May 2013
Morgan Stanley Smith Barney June 2011 - November 2012
Bank of America February 2006 - June 2011
State Street Corporation June 2004 - February 2006
Wellpoint Anthem 2005 - 2006
Skills
SDLC, Quality Center, SQL, Requirements Analysis, Agile Methodologies, Unix, Oracle, QTP, Software Project..., XML, Data Warehousing, Microsoft SQL Server, Test Planning, Software Quality..., Java, HP Performance Center, Performance Tuning, Weblogic, Test Automation, Capacity Planning, WebLogic
Education
Texas A&M University
Master's degree
Texas A&M University-Kingsville
Masters of Science
ADP May 2013 - Present
Citi November 2012 - May 2013
Morgan Stanley Smith Barney June 2011 - November 2012
Bank of America February 2006 - June 2011
State Street Corporation June 2004 - February 2006
Wellpoint Anthem 2005 - 2006
Skills
SDLC, Quality Center, SQL, Requirements Analysis, Agile Methodologies, Unix, Oracle, QTP, Software Project..., XML, Data Warehousing, Microsoft SQL Server, Test Planning, Software Quality..., Java, HP Performance Center, Performance Tuning, Weblogic, Test Automation, Capacity Planning, WebLogic
Education
Texas A&M University
Master's degree
Texas A&M University-Kingsville
Masters of Science
Michael Zaccaria's Morgan Stanley Smith Barney Experience March 2012 - November 2012
Job Investment Consultant at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management January 2015 - Present
Putnam Investments June 2013 - January 2015
Putnam Investments January 2013 - June 2013
Morgan Stanley Smith Barney March 2012 - November 2012
Suffolk University September 2011 - March 2012
Skills
SQL, Microsoft Office, SAP BI/BW, Data Mining, SPSS, PowerPoint, Microsoft Excel, Microsoft Word, Leadership, Data Analysis, Financial Analysis, Access, Financial Modeling, Marketing Research, Statistics, Stata
Education
Suffolk University - Sawyer School of Management 2009 — 2012
BSBA, Finance
Revere High School 2005 — 2009
Natixis Global Asset Management January 2015 - Present
Putnam Investments June 2013 - January 2015
Putnam Investments January 2013 - June 2013
Morgan Stanley Smith Barney March 2012 - November 2012
Suffolk University September 2011 - March 2012
Skills
SQL, Microsoft Office, SAP BI/BW, Data Mining, SPSS, PowerPoint, Microsoft Excel, Microsoft Word, Leadership, Data Analysis, Financial Analysis, Access, Financial Modeling, Marketing Research, Statistics, Stata
Education
Suffolk University - Sawyer School of Management 2009 — 2012
BSBA, Finance
Revere High School 2005 — 2009
Robert B. Chenoweth, CIMA, CMFC's Morgan Stanley Smith Barney Experience January 2009 - July 2009
Job Product Manager: NonInvestment Grade Fixed Income & Small/Mid Growth Equity
Industry Investment Management
Experience
Neuberger Berman October 2015 - Present
Neuberger Berman April 2014 - Present
Invesco September 2012 - April 2014
ING Insurance / Investment Management July 2010 - December 2011
Morgan Stanley Smith Barney January 2009 - July 2009
Morgan Stanley October 2006 - December 2008
Morgan Stanley March 2005 - September 2006
Skills
Mutual Funds, Series 63, Series 7, FINRA Series 6, Separately Managed..., Series 6, Asset Allocation, Alternative Investments, Investments, Securities, Equities, Bonds, Asset Management, Retirement, Fixed Income, Investment Advisory, IRA's, Financial Planning, Wealth Management, Stocks, Wholesaling, Closed-end Funds, Unit Investment Trusts, Certified Investment..., Chartered Mutual Fund..., Investment Strategies, Financial Services
Education
Texas Christian University
Neuberger Berman October 2015 - Present
Neuberger Berman April 2014 - Present
Invesco September 2012 - April 2014
ING Insurance / Investment Management July 2010 - December 2011
Morgan Stanley Smith Barney January 2009 - July 2009
Morgan Stanley October 2006 - December 2008
Morgan Stanley March 2005 - September 2006
Skills
Mutual Funds, Series 63, Series 7, FINRA Series 6, Separately Managed..., Series 6, Asset Allocation, Alternative Investments, Investments, Securities, Equities, Bonds, Asset Management, Retirement, Fixed Income, Investment Advisory, IRA's, Financial Planning, Wealth Management, Stocks, Wholesaling, Closed-end Funds, Unit Investment Trusts, Certified Investment..., Chartered Mutual Fund..., Investment Strategies, Financial Services
Education
Texas Christian University
James D. Murray's Morgan Stanley Smith Barney Experience June 2003 - May 2009
Job President at JDM Wealth Management, LLC
Industry Financial Services
Experience
JDM Wealth Management, LLC May 2009 - Present
Morgan Stanley Smith Barney June 2003 - May 2009
Skills
Wealth Management, Finance, Investments, Retirement Planning, Portfolio Management, Financial Planning, Financial Services, Asset Management
Education
Suffolk University - Sawyer Business School 1992 — 1995
Masters, Finance
JDM Wealth Management, LLC May 2009 - Present
Morgan Stanley Smith Barney June 2003 - May 2009
Skills
Wealth Management, Finance, Investments, Retirement Planning, Portfolio Management, Financial Planning, Financial Services, Asset Management
Education
Suffolk University - Sawyer Business School 1992 — 1995
Masters, Finance
Andres Terrazas's Morgan Stanley Smith Barney Experience March 2010 - November 2011
Job Retirement Plan Professional / Account Executive II for the Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group April 2012 - Present
Bank of America Merrill Edge November 2011 - October 2012
Morgan Stanley Smith Barney March 2010 - November 2011
The Principal Financial Group December 2006 - March 2010
IPS Advisors, Inc January 2006 - December 2006
HDVEST Financial Services June 2000 - January 2006
Skills
Finance, Financial Services, 401(k), 403(b), Deferred Compensation..., Defined Benefit Plans, Pension Plans
Education
Texas A&M University
Business Management
The University of Texas at Dallas
Business Administration
Principal Financial Group April 2012 - Present
Bank of America Merrill Edge November 2011 - October 2012
Morgan Stanley Smith Barney March 2010 - November 2011
The Principal Financial Group December 2006 - March 2010
IPS Advisors, Inc January 2006 - December 2006
HDVEST Financial Services June 2000 - January 2006
Skills
Finance, Financial Services, 401(k), 403(b), Deferred Compensation..., Defined Benefit Plans, Pension Plans
Education
Texas A&M University
Business Management
The University of Texas at Dallas
Business Administration
Scott Graulich's Morgan Stanley Smith Barney Experience May 2009 - August 2009
Job Masters in Real Estate Finance and Investment at NYU Schack
Industry Real Estate
Experience
Wolk Properties, LLC November 2013 - August 2014
JPMorgan June 2010 - July 2013
Morgan Stanley Smith Barney May 2009 - August 2009
Morgan Stanley Smith Barney May 2008 - August 2008
Education
New York University Schack Institute of Real Estate 2014 — 2015
M.S. in Real Estate Finance and Investment
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
B.S., Accounting & Finance
Wolk Properties, LLC November 2013 - August 2014
JPMorgan June 2010 - July 2013
Morgan Stanley Smith Barney May 2009 - August 2009
Morgan Stanley Smith Barney May 2008 - August 2008
Education
New York University Schack Institute of Real Estate 2014 — 2015
M.S. in Real Estate Finance and Investment
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
B.S., Accounting & Finance
Thomas Gasbarre's Morgan Stanley Smith Barney Experience June 2009 - January 2011
Job Principal at Liberty Investment Management
Industry Financial Services
Experience
Liberty Investment Management July 2013 - Present
First Flag Capital Advisors January 2011 - July 2013
Morgan Stanley Smith Barney June 2009 - January 2011
Smith Barney January 2005 - June 2009
Merrill Lynch 1983 - 2004
Skills
Retirement Planning, Investments, Management, Finance, Strategic Planning, Leadership, Sales, Financial Analysis, Mutual Funds, Investment Management, Portfolio Management
Education
Temple University - Fox School of Business and Management 1987 — 1992
MBA, Investment Management
Penn State University--Smeal School of Business 1978 — 1982
BS, Security Valuation and Portfolio Management
Liberty Investment Management July 2013 - Present
First Flag Capital Advisors January 2011 - July 2013
Morgan Stanley Smith Barney June 2009 - January 2011
Smith Barney January 2005 - June 2009
Merrill Lynch 1983 - 2004
Skills
Retirement Planning, Investments, Management, Finance, Strategic Planning, Leadership, Sales, Financial Analysis, Mutual Funds, Investment Management, Portfolio Management
Education
Temple University - Fox School of Business and Management 1987 — 1992
MBA, Investment Management
Penn State University--Smeal School of Business 1978 — 1982
BS, Security Valuation and Portfolio Management
Pamela Caruthers's Morgan Stanley Smith Barney Experience August 1989 - October 2002
Job Image Processing Specialist/Data Entry Operator
Industry Banking
Experience
JPMorgan Chase February 2004 - March 2010
Morgan Stanley Smith Barney August 1989 - October 2002
Education
Wyatt Community Center 2010 — 2011
Certificate, Microsoft Word/Excel
Taylor Business Institute 1982 — 1984
Associate, Administrative Business
JPMorgan Chase February 2004 - March 2010
Morgan Stanley Smith Barney August 1989 - October 2002
Education
Wyatt Community Center 2010 — 2011
Certificate, Microsoft Word/Excel
Taylor Business Institute 1982 — 1984
Associate, Administrative Business
Leonard Annucci's Morgan Stanley Smith Barney Experience October 2005 - March 2011
Job Vice President Administrative Manager at Bank of America Merrill Lynch
Industry
Experience
Bank of America Merrill Lynch March 2011 - Present
Morgan Stanley Smith Barney October 2005 - March 2011
Banc of America Investment Services, Inc. 2002 - 2005
Quick & Reilly, Inc. 1996 - 2002
Skills
Mutual Funds, Portfolio Management, Financial Services, Management, Investments, Securities, Financial Risk, Series 63, Series 7, Finance, Wealth Management, Sales, Equities
Education
Saint John's University 1976 — 1978
MBA, Finance
Temple University 1970 — 1974
BBA, Organizational Management
Bank of America Merrill Lynch March 2011 - Present
Morgan Stanley Smith Barney October 2005 - March 2011
Banc of America Investment Services, Inc. 2002 - 2005
Quick & Reilly, Inc. 1996 - 2002
Skills
Mutual Funds, Portfolio Management, Financial Services, Management, Investments, Securities, Financial Risk, Series 63, Series 7, Finance, Wealth Management, Sales, Equities
Education
Saint John's University 1976 — 1978
MBA, Finance
Temple University 1970 — 1974
BBA, Organizational Management
Jennie Dunaway's Morgan Stanley Smith Barney Experience August 2011 - Present
Job Morgan Stanley Smith Barney
Industry Financial Services
Experience
Williams Financial Group March 2013 - Present
Morgan Stanley Smith Barney August 2011 - Present
Deutsche Bank 1999 - 2011
Skills
Series 63, Series 7, Series 66, Asset Management, Microsoft Excel, Customer Service, Uniform Combined State..., Portfolio Management
Education
Texas Tech University 1981 — 1985
BBA, Business Administration
Bryan Adams High School 1978 — 1981
Williams Financial Group March 2013 - Present
Morgan Stanley Smith Barney August 2011 - Present
Deutsche Bank 1999 - 2011
Skills
Series 63, Series 7, Series 66, Asset Management, Microsoft Excel, Customer Service, Uniform Combined State..., Portfolio Management
Education
Texas Tech University 1981 — 1985
BBA, Business Administration
Bryan Adams High School 1978 — 1981
Anne Gouak's Morgan Stanley Smith Barney Experience February 2007 - July 2009
Job Business Administration | Business Management
Industry Hospital & Health Care
Experience
Skomar August 2009 - November 2012
RL Management 2010 - 2012
Morgan Stanley Smith Barney February 2007 - July 2009
Merrill Lynch August 2005 - January 2007
U.S. Department of Commerce July 2004 - August 2004
UNICEF January 2004 - May 2004
Skills
Healthcare, Customer Service, Management
Education
Rawls College of Business at Texas Tech University 2001 — 2005
Bachelor of Business Administration (BBA), International Business
Texas Tech University 2001 — 2005
Bachelor of Arts (BA), Spanish
Skomar August 2009 - November 2012
RL Management 2010 - 2012
Morgan Stanley Smith Barney February 2007 - July 2009
Merrill Lynch August 2005 - January 2007
U.S. Department of Commerce July 2004 - August 2004
UNICEF January 2004 - May 2004
Skills
Healthcare, Customer Service, Management
Education
Rawls College of Business at Texas Tech University 2001 — 2005
Bachelor of Business Administration (BBA), International Business
Texas Tech University 2001 — 2005
Bachelor of Arts (BA), Spanish
Joseph Amalfitano's Morgan Stanley Smith Barney Experience November 1998 - March 2008
Job Branch Manager at Raymond James
Industry Financial Services
Experience
Raymond James February 2008 - Present
Morgan Stanley Smith Barney November 1998 - March 2008
Merrill Lynch May 1991 - March 2008
Skills
Series 7, Wealth Management, Investments, Retirement Planning, Asset Allocation, Financial Analysis, Asset Management, Uniform Combined State..., Accounting, Budgets, Investment Advisory, Alternative Investments, Portfolio Management, Mutual Funds, Equities, 401k, Estate Planning, Retirement, Hedge Funds
Education
Temple University 1984 — 1987
BA, Accounting / Finance
Saint James Catholic High School
Raymond James February 2008 - Present
Morgan Stanley Smith Barney November 1998 - March 2008
Merrill Lynch May 1991 - March 2008
Skills
Series 7, Wealth Management, Investments, Retirement Planning, Asset Allocation, Financial Analysis, Asset Management, Uniform Combined State..., Accounting, Budgets, Investment Advisory, Alternative Investments, Portfolio Management, Mutual Funds, Equities, 401k, Estate Planning, Retirement, Hedge Funds
Education
Temple University 1984 — 1987
BA, Accounting / Finance
Saint James Catholic High School
John P. Rufo's Morgan Stanley Smith Barney Experience June 2009 - September 2011
Job Director, Complex Supervisory Officer at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management September 2015 - Present
Merrill Lynch September 2011 - September 2015
Morgan Stanley Smith Barney June 2009 - September 2011
Citigroup Smith Barney August 1987 - June 2009
Skills
Series 3, Series 7, Series 8, Series 63, Series 65
Education
Temple University
Bachelor of Business Administration, Business Law
UBS Wealth Management September 2015 - Present
Merrill Lynch September 2011 - September 2015
Morgan Stanley Smith Barney June 2009 - September 2011
Citigroup Smith Barney August 1987 - June 2009
Skills
Series 3, Series 7, Series 8, Series 63, Series 65
Education
Temple University
Bachelor of Business Administration, Business Law
Walter Buhay's Morgan Stanley Smith Barney Experience 1998 - 2002
Job Customer Service Professional
Industry Hospitality
Experience
Lifestyle Transportation International November 2002 - December 2014
Morgan Stanley Smith Barney 1998 - 2002
Skyline Real Estate, Corporation 1993 - 1998
Education
Suffolk University 1976 — 1981
Bachelor of Science, School of Management
Lifestyle Transportation International November 2002 - December 2014
Morgan Stanley Smith Barney 1998 - 2002
Skyline Real Estate, Corporation 1993 - 1998
Education
Suffolk University 1976 — 1981
Bachelor of Science, School of Management
Andrew O'Malley's Morgan Stanley Smith Barney Experience March 2006 - February 2011
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments 2013 - Present
Vanguard February 2011 - September 2013
Morgan Stanley Smith Barney March 2006 - February 2011
Janney Montgomery Scott 2003 - 2006
Janney Montgomery Scott 1993 - 2001
Education
Temple University
BA, History and Political Science
The Shipley School
montgomery country day
PNC Investments 2013 - Present
Vanguard February 2011 - September 2013
Morgan Stanley Smith Barney March 2006 - February 2011
Janney Montgomery Scott 2003 - 2006
Janney Montgomery Scott 1993 - 2001
Education
Temple University
BA, History and Political Science
The Shipley School
montgomery country day
Courtney Reymond Travis's Morgan Stanley Smith Barney Experience June 1989 - August 2009
Job
Industry Financial Services
Experience
Securities America Inc. March 2010 - September 2013
Morgan Stanley Smith Barney June 1989 - August 2009
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Temple University
Liberal Arts and Sciences, General Studies and Humanities
Securities America Inc. March 2010 - September 2013
Morgan Stanley Smith Barney June 1989 - August 2009
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Temple University
Liberal Arts and Sciences, General Studies and Humanities
Burke Randolph's Morgan Stanley Smith Barney Experience
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney
Skills
Series 7, 401k Rollovers, Wealth Management, Retirement Planning
Education
Texas A & M University 1966 — 1970
BBA, Management and Psychology
Texas A&M University 1966 — 1970
BBA, Management
Morgan Stanley Smith Barney
Skills
Series 7, 401k Rollovers, Wealth Management, Retirement Planning
Education
Texas A & M University 1966 — 1970
BBA, Management and Psychology
Texas A&M University 1966 — 1970
BBA, Management
Lawrence Gonnello's Morgan Stanley Smith Barney Experience June 1999 - Present
Job Vice PresidentWealth Management, Portfolio Manager at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 1999 - Present
Merrill Lynch December 1996 - June 1999
Education
Susquehanna University 1990 — 1994
B.S, Business Administration - Finance
Morgan Stanley Smith Barney June 1999 - Present
Merrill Lynch December 1996 - June 1999
Education
Susquehanna University 1990 — 1994
B.S, Business Administration - Finance
amad owidi's Morgan Stanley Smith Barney Experience August 2010 - Present
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney August 2010 - Present
Merrill Lynch May 2007 - August 2010
Skills
Mutual Funds, Series 7, Wealth Management, Retirement Planning, Asset Allocation, Financial Planning, Series 63
Education
Texas A&M University
Bachelor's degree
University of St. Thomas (TX)
Master of Business Administration (MBA), Finance
Morgan Stanley Smith Barney August 2010 - Present
Merrill Lynch May 2007 - August 2010
Skills
Mutual Funds, Series 7, Wealth Management, Retirement Planning, Asset Allocation, Financial Planning, Series 63
Education
Texas A&M University
Bachelor's degree
University of St. Thomas (TX)
Master of Business Administration (MBA), Finance
CLAY BUTTREY's Morgan Stanley Smith Barney Experience November 2007 - Present
Job FINANCIAL ADVISOR at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 2007 - Present
Education
University of Louisville 1983 — 1984
MBA, BUSINESS
Tennessee Technological University 1969 — 1973
BSME, ENGINEERING
Morgan Stanley Smith Barney November 2007 - Present
Education
University of Louisville 1983 — 1984
MBA, BUSINESS
Tennessee Technological University 1969 — 1973
BSME, ENGINEERING
Marcus Wacker's Morgan Stanley Smith Barney Experience 1995 - 2010
Job Managing Partner
Industry Financial Services
Experience
United Advisors Private Client January 2014 - Present
Harbor Transaction Management October 2010 - Present
Wacker Wealth Management September 2010 - Present
Morgan Stanley Smith Barney 1995 - 2010
Morgan Stanley Smith Barney 1995 - 2010
Smith Barney 1995 - 2010
Skills
Securities, Financial Advisory, Financial Services, FINRA, Series 63, Series 7, Wealth Management, Investment Strategies, Estate Planning, Asset Allocation, Insurance, Mergers & Acquisitions, Retirement Planning, Investment Advisory, Alternative Investments, Mutual Funds, Retirement, IRAs
Education
Syracuse University - Martin J. Whitman School of Management 1981 — 1986
BS, MBA, Economics, Finance
United Advisors Private Client January 2014 - Present
Harbor Transaction Management October 2010 - Present
Wacker Wealth Management September 2010 - Present
Morgan Stanley Smith Barney 1995 - 2010
Morgan Stanley Smith Barney 1995 - 2010
Smith Barney 1995 - 2010
Skills
Securities, Financial Advisory, Financial Services, FINRA, Series 63, Series 7, Wealth Management, Investment Strategies, Estate Planning, Asset Allocation, Insurance, Mergers & Acquisitions, Retirement Planning, Investment Advisory, Alternative Investments, Mutual Funds, Retirement, IRAs
Education
Syracuse University - Martin J. Whitman School of Management 1981 — 1986
BS, MBA, Economics, Finance
Rivka Marom's Morgan Stanley Smith Barney Experience July 2010 - Present
Job Senior Vice President/ Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2010 - Present
Bank Leumi USA November 2001 - July 2010
Bank Leumi August 1995 - October 2000
Skills
Investments, Strategic Planning, Equities, Investment Strategies, Financial Analysis, Financial Modeling, Series 7, Wealth Management, Asset Allocation, Investment Advisory, Series 63
Education
Tel Aviv University 1990 — 1993
Master of Business Administration (MBA), Finance, General
Tel Aviv University 1986 — 1989
Bachelor's degree, Economics
Morgan Stanley Smith Barney July 2010 - Present
Bank Leumi USA November 2001 - July 2010
Bank Leumi August 1995 - October 2000
Skills
Investments, Strategic Planning, Equities, Investment Strategies, Financial Analysis, Financial Modeling, Series 7, Wealth Management, Asset Allocation, Investment Advisory, Series 63
Education
Tel Aviv University 1990 — 1993
Master of Business Administration (MBA), Finance, General
Tel Aviv University 1986 — 1989
Bachelor's degree, Economics
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.