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
Michael Englehart, CLU®, CFP® Michael Englehart, CLU®, CFP®'s Morgan Stanley Smith Barney Experience December 2006 - February 2009
Job Associate Vice President Investment Officer for Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2009 - Present
Morgan Stanley Smith Barney December 2006 - February 2009
Legg Mason July 2001 - December 2006
Skills
Asset Allocation, 401k Rollovers, Fixed Income Strategies, Insurance, investment planning, Investment Strategies, stock analysis, tax efficient strategies
Education
The American College 1996 — 1999
CFP, Finance
Wells Fargo Advisors February 2009 - Present
Morgan Stanley Smith Barney December 2006 - February 2009
Legg Mason July 2001 - December 2006
Skills
Asset Allocation, 401k Rollovers, Fixed Income Strategies, Insurance, investment planning, Investment Strategies, stock analysis, tax efficient strategies
Education
The American College 1996 — 1999
CFP, Finance
Shanna Liu Shanna Liu's Morgan Stanley Smith Barney Experience July 2009 - June 2010
Job MBA Candidate at The Wharton School
Industry Financial Services
Experience
McKinsey & Company May 2015 - July 2015
ING September 2012 - May 2014
Ipreo August 2010 - September 2012
Morgan Stanley Smith Barney July 2009 - June 2010
Skills
Bloomberg, Financial Modeling, Equities, VBA, Capital Markets, Factset, Bloomberg Terminal, Data Analysis, Analytics, Financial Markets, Valuation, Capital IQ, Analysis, Investment Banking, IPO, Strategy
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.), Finance
University of California, Berkeley 2006 — 2010
BA, Economics
The London School of Economics and Political Science (LSE) 2007 — 2007
Economics
McKinsey & Company May 2015 - July 2015
ING September 2012 - May 2014
Ipreo August 2010 - September 2012
Morgan Stanley Smith Barney July 2009 - June 2010
Skills
Bloomberg, Financial Modeling, Equities, VBA, Capital Markets, Factset, Bloomberg Terminal, Data Analysis, Analytics, Financial Markets, Valuation, Capital IQ, Analysis, Investment Banking, IPO, Strategy
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.), Finance
University of California, Berkeley 2006 — 2010
BA, Economics
The London School of Economics and Political Science (LSE) 2007 — 2007
Economics
Jesse Lane Jesse Lane's Morgan Stanley Smith Barney Experience November 2009 - March 2010
Job Senior Financial Analyst at Uber
Industry Internet
Experience
Uber August 2015 - Present
CA Technologies May 2014 - July 2015
Sayville Ferry Service April 2004 - June 2015
CA Technologies July 2013 - May 2014
CA Technologies July 2010 - July 2013
Morgan Stanley Smith Barney November 2009 - March 2010
Washington Nationals March 2008 - May 2008
Skills
Financial Modeling, Financial Analysis, Salesforce.com, Leadership, Strategic Planning, Project Management, Microsoft Excel, Spanish, PowerPoint, Microsoft Office, VBA, SAP, SQL, Hyperion Planning, Java, Forecasting, Corporate Budgeting, Business Intelligence, Entrepreneurship, Corporate Finance, HTML
Education
Hofstra University 2011 — 2013
Master of Science (M.S.), Information Technology
The George Washington University - School of Business 2006 — 2010
Bachelors, Accounting
Uber August 2015 - Present
CA Technologies May 2014 - July 2015
Sayville Ferry Service April 2004 - June 2015
CA Technologies July 2013 - May 2014
CA Technologies July 2010 - July 2013
Morgan Stanley Smith Barney November 2009 - March 2010
Washington Nationals March 2008 - May 2008
Skills
Financial Modeling, Financial Analysis, Salesforce.com, Leadership, Strategic Planning, Project Management, Microsoft Excel, Spanish, PowerPoint, Microsoft Office, VBA, SAP, SQL, Hyperion Planning, Java, Forecasting, Corporate Budgeting, Business Intelligence, Entrepreneurship, Corporate Finance, HTML
Education
Hofstra University 2011 — 2013
Master of Science (M.S.), Information Technology
The George Washington University - School of Business 2006 — 2010
Bachelors, Accounting
Kate Maher Kate Maher's Morgan Stanley Smith Barney Experience September 2010 - August 2011
Job Kalorama Partners LLC
Industry Law Practice
Experience
Kalorama Partners Llc August 2015 - Present
U.S. Securities and Exchange Commission December 2014 - Present
Morgan, Lewis & Bockius LLP September 2014 - December 2014
U.S. Securities and Exchange Commission January 2014 - April 2014
US Securities and Exchange Commission May 2013 - August 2013
US Securities and Exchange Commission January 2013 - May 2013
Financial Industry Regulatory Authority August 2012 - November 2012
Financial Industry Regulatory Authority May 2012 - August 2012
Morgan Stanley Smith Barney September 2010 - August 2011
Skills
Series 7, Retirement Planning, Uniform Combined State..., Wealth Management, Asset Allocation, Investment Advisory, 401k Rollovers, Mutual Funds, Investment Strategies, Saving for Education, Strategic Financial..., Alternative Investments, Investments, Financial Advisory, Retirement, 529 Plans, IRAs, Estate Planning, Series 66
Education
Georgetown University Law Center 2014 — 2016
LL.M, Securities and Financial Regulation
The Catholic University of America, Columbus School of Law 2011 — 2014
J.D., Banking, Corporate, Finance, and Securities Law, cum laude
University of Wisconsin-Madison 2007 — 2009
Bachelor of Arts, Economics, Finance, Spanish
The Catholic University of America 2005 — 2007
International Business, Finance, Spanish
Kalorama Partners Llc August 2015 - Present
U.S. Securities and Exchange Commission December 2014 - Present
Morgan, Lewis & Bockius LLP September 2014 - December 2014
U.S. Securities and Exchange Commission January 2014 - April 2014
US Securities and Exchange Commission May 2013 - August 2013
US Securities and Exchange Commission January 2013 - May 2013
Financial Industry Regulatory Authority August 2012 - November 2012
Financial Industry Regulatory Authority May 2012 - August 2012
Morgan Stanley Smith Barney September 2010 - August 2011
Skills
Series 7, Retirement Planning, Uniform Combined State..., Wealth Management, Asset Allocation, Investment Advisory, 401k Rollovers, Mutual Funds, Investment Strategies, Saving for Education, Strategic Financial..., Alternative Investments, Investments, Financial Advisory, Retirement, 529 Plans, IRAs, Estate Planning, Series 66
Education
Georgetown University Law Center 2014 — 2016
LL.M, Securities and Financial Regulation
The Catholic University of America, Columbus School of Law 2011 — 2014
J.D., Banking, Corporate, Finance, and Securities Law, cum laude
University of Wisconsin-Madison 2007 — 2009
Bachelor of Arts, Economics, Finance, Spanish
The Catholic University of America 2005 — 2007
International Business, Finance, Spanish
Neusha Sayadian Neusha Sayadian's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Associate at Razor's Edge Ventures
Industry Venture Capital & Private Equity
Experience
Razor's Edge Ventures January 2015 - Present
Blackbird Technologies June 2013 - January 2015
Razor's Edge Ventures December 2012 - January 2013
Razor's Edge Ventures May 2012 - August 2012
Morgan Stanley Smith Barney June 2009 - August 2009
Naa Inc. May 2008 - August 2008
Skills
Financial Modeling, Entrepreneurship, Microsoft Office, Data Analysis, Economics, Market Research, Business Strategy, Microsoft Word, Microsoft Excel, Financial Analysis, Competitive Analysis, Venture Capital, Excel, Word, Leadership, Analysis, Management Consulting
Education
The Johns Hopkins University - Carey Business School 2011 — 2013
Global MBA, Finance and Entrepreneurship
University of Michigan 2006 — 2010
BS, Economics & Brain, Behavior, and Cognitive Sciences
Razor's Edge Ventures January 2015 - Present
Blackbird Technologies June 2013 - January 2015
Razor's Edge Ventures December 2012 - January 2013
Razor's Edge Ventures May 2012 - August 2012
Morgan Stanley Smith Barney June 2009 - August 2009
Naa Inc. May 2008 - August 2008
Skills
Financial Modeling, Entrepreneurship, Microsoft Office, Data Analysis, Economics, Market Research, Business Strategy, Microsoft Word, Microsoft Excel, Financial Analysis, Competitive Analysis, Venture Capital, Excel, Word, Leadership, Analysis, Management Consulting
Education
The Johns Hopkins University - Carey Business School 2011 — 2013
Global MBA, Finance and Entrepreneurship
University of Michigan 2006 — 2010
BS, Economics & Brain, Behavior, and Cognitive Sciences
Phil McCauley Phil McCauley's Morgan Stanley Smith Barney Experience May 2011 - August 2011
Job Incoming High Yield Analyst at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners June 2013 - Present
Guggenheim Partners June 2012 - August 2012
Morgan Stanley Smith Barney May 2011 - August 2011
Education
University of Michigan 2009 — 2013
Bachelor of Engineering (B.Eng.), Industrial and Operations Engineering
The Hong Kong University of Science and Technology 2012 — 2012
Studied Abroad
Guggenheim Partners June 2013 - Present
Guggenheim Partners June 2012 - August 2012
Morgan Stanley Smith Barney May 2011 - August 2011
Education
University of Michigan 2009 — 2013
Bachelor of Engineering (B.Eng.), Industrial and Operations Engineering
The Hong Kong University of Science and Technology 2012 — 2012
Studied Abroad
Jennifer Dorsey Jennifer Dorsey's Morgan Stanley Smith Barney Experience June 1997 - May 2008
Job Owner/ Principal Agent at Dorsey Insurance Group Inc
Industry Insurance
Experience
Dorsey Insurance Group Inc September 2012 - Present
Dorsey Insurance Agency, Inc. May 2008 - November 2012
Morgan Stanley Smith Barney June 1997 - May 2008
Skills
Fixed Annuities, Life Insurance, Insurance, Series 7, Property, Series 63, Property, Strategic Financial..., Term Life Insurance, Long-term Care, Disability Insurance, Whole Life, 401k, Retirement, Retirement Planning, Health Insurance, Customer Service, Financial Planning
Education
The American College
LUTCF
West Virginia State University
Bachelor of Science in Business Administration
Dorsey Insurance Group Inc September 2012 - Present
Dorsey Insurance Agency, Inc. May 2008 - November 2012
Morgan Stanley Smith Barney June 1997 - May 2008
Skills
Fixed Annuities, Life Insurance, Insurance, Series 7, Property, Series 63, Property, Strategic Financial..., Term Life Insurance, Long-term Care, Disability Insurance, Whole Life, 401k, Retirement, Retirement Planning, Health Insurance, Customer Service, Financial Planning
Education
The American College
LUTCF
West Virginia State University
Bachelor of Science in Business Administration
Carolyn Simon's Morgan Stanley Smith Barney Experience November 2010 - October 2012
Job Wealth Director at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management September 2014 - Present
PNC Wealth Management October 2012 - August 2014
Morgan Stanley Smith Barney November 2010 - October 2012
Carolyn Simon Interiors July 2004 - October 2010
US Trust January 1998 - January 2000
Citibank February 1993 - February 1996
Fiduciary Trust Company 1989 - 1992
Skills
Wealth Management, Strategic Financial..., Investment Advisory, Asset Managment, Investment Strategies, Series 63, Series 7, Portfolio Management, Hedge Funds, Alternative Investments, Asset Allocation, Equities, Asset Management, Finance, Investments, Mutual Funds, Retirement Planning, Financial Planning, High Net Worth..., Wealth, Management, Financial Services, Securities, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1993 — 2000
MBA, FINANCE AND MARKETING
The George Washington University 1983 — 1987
B.A., International Affairs
Walt Whitman High School
BNY Mellon Wealth Management September 2014 - Present
PNC Wealth Management October 2012 - August 2014
Morgan Stanley Smith Barney November 2010 - October 2012
Carolyn Simon Interiors July 2004 - October 2010
US Trust January 1998 - January 2000
Citibank February 1993 - February 1996
Fiduciary Trust Company 1989 - 1992
Skills
Wealth Management, Strategic Financial..., Investment Advisory, Asset Managment, Investment Strategies, Series 63, Series 7, Portfolio Management, Hedge Funds, Alternative Investments, Asset Allocation, Equities, Asset Management, Finance, Investments, Mutual Funds, Retirement Planning, Financial Planning, High Net Worth..., Wealth, Management, Financial Services, Securities, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1993 — 2000
MBA, FINANCE AND MARKETING
The George Washington University 1983 — 1987
B.A., International Affairs
Walt Whitman High School
John Linton John Linton's Morgan Stanley Smith Barney Experience August 2008 - November 2008
Job Experienced Manager | Finance Professional | Entrepreneur
Industry Investment Management
Experience
One Earth Future Foundation November 2014 - September 2015
ShapeHacker December 2013 - November 2014
Johns Hopkins University August 2013 - December 2013
Western Union June 2013 - August 2013
FirstBank January 2009 - June 2012
Morgan Stanley Smith Barney August 2008 - November 2008
UBS August 2007 - May 2008
Skills
Finance, Financial Analysis, Economics, Management, Banking, Leadership, Strategy, Microsoft Excel, Corporate Finance, Credit Analysis, Commercial Lending, LibreOffice, Financial Modeling, Creative Problem Solving, Loans, Project Management, Business Development
Education
The Johns Hopkins University - Carey Business School 2012 — 2014
Master of Business Administration (M.B.A.), Entrepreneurship, Finance
University of Colorado Boulder - Leeds School of Business 2005 — 2008
B.S., Finance, Economics
One Earth Future Foundation November 2014 - September 2015
ShapeHacker December 2013 - November 2014
Johns Hopkins University August 2013 - December 2013
Western Union June 2013 - August 2013
FirstBank January 2009 - June 2012
Morgan Stanley Smith Barney August 2008 - November 2008
UBS August 2007 - May 2008
Skills
Finance, Financial Analysis, Economics, Management, Banking, Leadership, Strategy, Microsoft Excel, Corporate Finance, Credit Analysis, Commercial Lending, LibreOffice, Financial Modeling, Creative Problem Solving, Loans, Project Management, Business Development
Education
The Johns Hopkins University - Carey Business School 2012 — 2014
Master of Business Administration (M.B.A.), Entrepreneurship, Finance
University of Colorado Boulder - Leeds School of Business 2005 — 2008
B.S., Finance, Economics
Christopher Tibbs Christopher Tibbs's Morgan Stanley Smith Barney Experience October 2007 - August 2011
Job Software Engineer at Google
Industry Computer Software
Experience
Google May 2015 - Present
Concrete Interactive April 2014 - May 2015
Lightning Bolt Solutions July 2012 - December 2013
Morgan Stanley Smith Barney October 2007 - August 2011
Skills
Algorithms, Statistics, Java, SQL, Objective-C, Linear Algebra, Differential Equations, Web Applications, iOS Development, Bloomberg, Bloomberg Terminal, Microsoft Office, Xcode, APIs, Tree Girdling, Weed Control
Education
The Ohio State University 2010 — 2012
B.A, Mathematics
The Ohio State University 2003 — 2007
B.A, Strategic Communication
Google May 2015 - Present
Concrete Interactive April 2014 - May 2015
Lightning Bolt Solutions July 2012 - December 2013
Morgan Stanley Smith Barney October 2007 - August 2011
Skills
Algorithms, Statistics, Java, SQL, Objective-C, Linear Algebra, Differential Equations, Web Applications, iOS Development, Bloomberg, Bloomberg Terminal, Microsoft Office, Xcode, APIs, Tree Girdling, Weed Control
Education
The Ohio State University 2010 — 2012
B.A, Mathematics
The Ohio State University 2003 — 2007
B.A, Strategic Communication
Jake Brahney's Morgan Stanley Smith Barney Experience April 2010 - August 2010
Job Director of Digital Media, Social Media and Marketing at The Hoop Group
Industry Marketing and Advertising
Experience
The Hoop Group September 2013 - Present
The Hoop Group June 2013 - Present
The Madison Square Garden Company August 2012 - October 2013
Sports Illustrated May 2011 - August 2011
Morgan Stanley Smith Barney April 2010 - August 2010
The Hoop Group November 2006 - April 2008
Skills
Sports Marketing, Market Research, Copy Editing, Sports Writing, Sociological Theory, Sports Entertainment, Public Speaking, Statistics, Disability Management, Blogging, Sales Management, Public Relations, Public Policy, Digital Media, Social Media, Social Media Marketing, Marketing, Press Releases
Education
The Catholic University of America 2008 — 2012
Bachelor's degree, Sociology
Red Bank Catholic HS, Red Bank, NJ 2004 — 2008
The Hoop Group September 2013 - Present
The Hoop Group June 2013 - Present
The Madison Square Garden Company August 2012 - October 2013
Sports Illustrated May 2011 - August 2011
Morgan Stanley Smith Barney April 2010 - August 2010
The Hoop Group November 2006 - April 2008
Skills
Sports Marketing, Market Research, Copy Editing, Sports Writing, Sociological Theory, Sports Entertainment, Public Speaking, Statistics, Disability Management, Blogging, Sales Management, Public Relations, Public Policy, Digital Media, Social Media, Social Media Marketing, Marketing, Press Releases
Education
The Catholic University of America 2008 — 2012
Bachelor's degree, Sociology
Red Bank Catholic HS, Red Bank, NJ 2004 — 2008
Josh Tanenbaum's Morgan Stanley Smith Barney Experience May 2011 - July 2011
Job Responsible & Impact Investing | Private Equity | Asset Management | Strategic Philanthropy
Industry Financial Services
Experience
Korn Ferry September 2014 - Present
Korn Ferry March 2014 - Present
Tau Investment Management January 2015 - Present
LOCAL VIBES May 2012 - May 2014
Deutsche Bank July 2012 - September 2012
Morgan Stanley Smith Barney May 2011 - July 2011
Third Way September 2010 - February 2011
Third Way June 2009 - September 2009
Skills
Leadership, Public Speaking, Entrepreneurship, Fundraising, Event Planning, Business Development, Impact Investing, Socially Responsible..., Financial Services, Private Equity, Alternative Investments, Global Client Management, Nonprofits, Community Outreach, Philanthropy Advisory, International Relations, Music Industry, Program Management, Non-profits, Marketing Strategy, Research, Program Development, Business Networking, Strategic Consulting, Start-up Consulting, Concept Development, Business Strategy, Venture Philanthropy, Social Media, Management, Strategy, Strategic Partnerships
Education
University of Melbourne 2011 — 2013
Bachelor's Degree, Politics & International Studies, Sociology
University College London, U. of London 2012 — 2013
Year-Long Exchange, Public Policy
The George Washington University 2010 — 2011
International Affairs
Abraham Joshua Heschel School 2006 — 2010
High School
Korn Ferry September 2014 - Present
Korn Ferry March 2014 - Present
Tau Investment Management January 2015 - Present
LOCAL VIBES May 2012 - May 2014
Deutsche Bank July 2012 - September 2012
Morgan Stanley Smith Barney May 2011 - July 2011
Third Way September 2010 - February 2011
Third Way June 2009 - September 2009
Skills
Leadership, Public Speaking, Entrepreneurship, Fundraising, Event Planning, Business Development, Impact Investing, Socially Responsible..., Financial Services, Private Equity, Alternative Investments, Global Client Management, Nonprofits, Community Outreach, Philanthropy Advisory, International Relations, Music Industry, Program Management, Non-profits, Marketing Strategy, Research, Program Development, Business Networking, Strategic Consulting, Start-up Consulting, Concept Development, Business Strategy, Venture Philanthropy, Social Media, Management, Strategy, Strategic Partnerships
Education
University of Melbourne 2011 — 2013
Bachelor's Degree, Politics & International Studies, Sociology
University College London, U. of London 2012 — 2013
Year-Long Exchange, Public Policy
The George Washington University 2010 — 2011
International Affairs
Abraham Joshua Heschel School 2006 — 2010
High School
Lis McNealey Spaine Lis McNealey Spaine's Morgan Stanley Smith Barney Experience 1998 - 2011
Job Partner, The Arlington Group Investment Consulting, LLC
Industry Investment Management
Experience
The Arlington Group Investment Company, LLC 2011 - Present
Morgan Stanley Smith Barney 1998 - 2011
Skills
Retirement Planning, Investments, Series 7, Series 63, Series 65, Insurance, Asset Allocation, Finance, Financial Advisory, Investment Strategies, Mutual Funds, Portfolio Management, Retirement, Small Business, Strategic Planning, Wealth, Wealth Management
Education
The Ohio State University
The Arlington Group Investment Company, LLC 2011 - Present
Morgan Stanley Smith Barney 1998 - 2011
Skills
Retirement Planning, Investments, Series 7, Series 63, Series 65, Insurance, Asset Allocation, Finance, Financial Advisory, Investment Strategies, Mutual Funds, Portfolio Management, Retirement, Small Business, Strategic Planning, Wealth, Wealth Management
Education
The Ohio State University
Spencer Schaffer's Morgan Stanley Smith Barney Experience September 2010 - January 2013
Job 1st Lieutenant at United States Marine Corps
Industry Military
Experience
United States Marine Corps July 2014 - Present
Morgan Stanley Smith Barney September 2010 - January 2013
The Ohio State University September 2009 - June 2012
The Ohio State University September 2008 - June 2012
Marathon Petroleum Company June 2011 - September 2011
Skills
Active DoD Secret...
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2012
Honors B.S.B.A., Finance, Marketing, Economics Minor, Cum Laude
United States Marine Corps July 2014 - Present
Morgan Stanley Smith Barney September 2010 - January 2013
The Ohio State University September 2009 - June 2012
The Ohio State University September 2008 - June 2012
Marathon Petroleum Company June 2011 - September 2011
Skills
Active DoD Secret...
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2012
Honors B.S.B.A., Finance, Marketing, Economics Minor, Cum Laude
David Prager's Morgan Stanley Smith Barney Experience December 2007 - October 2009
Job Talent Acquisition at Arven Financial, LLC
Industry Financial Services
Experience
Arven Financial, LLC January 2015 - Present
GrowItSmart Ltd. November 2009 - Present
Morgan Stanley Smith Barney December 2007 - October 2009
The Aleph Society July 2006 - December 2007
Skills
Wealth Management, Strategic Partnerships, Strategic Planning, Strategy, Management, Business Development, Corporate Development, Finance, Leadership, Due Diligence, Marketing, Investments, Social Media
Education
Yeshiva University 2004 — 2006
BA; History
The George Washington University 2002 — 2004
International Affairs
Shalhevet High School 1997 — 2001
Arven Financial, LLC January 2015 - Present
GrowItSmart Ltd. November 2009 - Present
Morgan Stanley Smith Barney December 2007 - October 2009
The Aleph Society July 2006 - December 2007
Skills
Wealth Management, Strategic Partnerships, Strategic Planning, Strategy, Management, Business Development, Corporate Development, Finance, Leadership, Due Diligence, Marketing, Investments, Social Media
Education
Yeshiva University 2004 — 2006
BA; History
The George Washington University 2002 — 2004
International Affairs
Shalhevet High School 1997 — 2001
Kevin Gilligan Kevin Gilligan's Morgan Stanley Smith Barney Experience September 2008 - May 2014
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2014 - Present
Morgan Stanley Smith Barney September 2008 - May 2014
Education
The Johns Hopkins University - Carey Business School 2012 — 2012
Master's degree, Investments and Securities
University of Baltimore 2003 — 2006
Master of Business Administration (M.B.A.), Finance
Salisbury University 1998 — 2002
BS, Finance
Wells Fargo Advisors May 2014 - Present
Morgan Stanley Smith Barney September 2008 - May 2014
Education
The Johns Hopkins University - Carey Business School 2012 — 2012
Master's degree, Investments and Securities
University of Baltimore 2003 — 2006
Master of Business Administration (M.B.A.), Finance
Salisbury University 1998 — 2002
BS, Finance
Barry Robert Hess's Morgan Stanley Smith Barney Experience February 1990 - December 2011
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2011 - Present
Morgan Stanley Smith Barney February 1990 - December 2011
Education
The George Washington University
Bachelor of Arts (B.A.), Political Science
Ameriprise Financial Services, Inc. December 2011 - Present
Morgan Stanley Smith Barney February 1990 - December 2011
Education
The George Washington University
Bachelor of Arts (B.A.), Political Science
Tomas Gaigalas Tomas Gaigalas's Morgan Stanley Smith Barney Experience September 2012 - May 2013
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2015 - Present
Goldman Sachs June 2014 - August 2014
T. Rowe Price June 2013 - August 2013
Morgan Stanley Smith Barney September 2012 - May 2013
Metropolis Capital Finance July 2012 - August 2012
NIST May 2010 - August 2011
Skills
Western Blotting, Patch Clamp, Mathematica, Matlab, Research, Biomedical Engineering, Bloomberg Terminal, Lithuanian, Data Modeling
Education
The Johns Hopkins University 2011 — 2015
Bachelor of Science, Applied Mathematics & Statistics, Biomedical Engineering; minor in Financial Economics
Poolesville High School 2007 — 2011
High School Diploma, Science Mathematics and Computer Science Magnet Program
Goldman Sachs July 2015 - Present
Goldman Sachs June 2014 - August 2014
T. Rowe Price June 2013 - August 2013
Morgan Stanley Smith Barney September 2012 - May 2013
Metropolis Capital Finance July 2012 - August 2012
NIST May 2010 - August 2011
Skills
Western Blotting, Patch Clamp, Mathematica, Matlab, Research, Biomedical Engineering, Bloomberg Terminal, Lithuanian, Data Modeling
Education
The Johns Hopkins University 2011 — 2015
Bachelor of Science, Applied Mathematics & Statistics, Biomedical Engineering; minor in Financial Economics
Poolesville High School 2007 — 2011
High School Diploma, Science Mathematics and Computer Science Magnet Program
Larry Garland Larry Garland's Morgan Stanley Smith Barney Experience January 2009 - February 2011
Job Vice President at Morgan Stanley
Industry Writing and Editing
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley Wealth Management January 2011 - Present
Morgan Stanley Smith Barney January 2009 - February 2011
Citigroup September 2007 - June 2009
Gargiulo + Partners April 2005 - September 2007
Larry R. Garland September 2003 - April 2005
New York Life Insurance Company April 1983 - April 2004
Skills
Writing, Marketing Communications, Public Speaking, Corporate Communications, Editing, Insurance, Investments, Copywriting, PowerPoint, Word, Marketing Strategy, Content Strategy, Content Development, Speech Writing, Newsletters, Editorial, Publishing, Strategic Communications, Press Releases, Creative Writing, Copy Editing, Web Content, Social Networking, Content Management, Proofreading, Internal Communications, Social Media Marketing, Journalism, Media Relations, Technical Writing, Public Relations
Education
The American College 2001 — 2003
CLU, Insurance and Investments
University of North Alabama 1973 — 1976
Bachelor of Arts, English, Business
Private Liberal Arts
Associate of Arts, General
Morgan Stanley January 2014 - Present
Morgan Stanley Wealth Management January 2011 - Present
Morgan Stanley Smith Barney January 2009 - February 2011
Citigroup September 2007 - June 2009
Gargiulo + Partners April 2005 - September 2007
Larry R. Garland September 2003 - April 2005
New York Life Insurance Company April 1983 - April 2004
Skills
Writing, Marketing Communications, Public Speaking, Corporate Communications, Editing, Insurance, Investments, Copywriting, PowerPoint, Word, Marketing Strategy, Content Strategy, Content Development, Speech Writing, Newsletters, Editorial, Publishing, Strategic Communications, Press Releases, Creative Writing, Copy Editing, Web Content, Social Networking, Content Management, Proofreading, Internal Communications, Social Media Marketing, Journalism, Media Relations, Technical Writing, Public Relations
Education
The American College 2001 — 2003
CLU, Insurance and Investments
University of North Alabama 1973 — 1976
Bachelor of Arts, English, Business
Private Liberal Arts
Associate of Arts, General
Kimberly Akuna's Morgan Stanley Smith Barney Experience March 2010 - August 2011
Job Owner of De Novo LLC
Industry Marketing and Advertising
Experience
De Novo LLC August 2011 - Present
Morgan Stanley Smith Barney March 2010 - August 2011
Window-Media LLC July 2007 - August 2009
Four Seasons Hotels and Resorts July 2005 - June 2007
InterContinental Hotels Group 2003 - 2005
NBC Olympics 2004 - 2004
Skills
Public Speaking, Marketing Communications, Organizational..., Event Planning, Networking, Speech Writing, Writing, Sales Effectiveness, Fundraising, Editing, Public Relations, Marketing, Account Management, Online Advertising, New Business Development, Copywriting, Strategic Planning, Strategic Communications, Event Management, Press Releases, Advertising, Social Media Marketing, Financial Services, Project Management, Social Networking, Time Management, Sales Management, Social Media, Marketing Strategy, Email Marketing, Small Business
Education
The George Washington University 2000 — 2005
International Business, Tourism, Sport Event & Hospitality Management
The George Washington University - School of Business
De Novo LLC August 2011 - Present
Morgan Stanley Smith Barney March 2010 - August 2011
Window-Media LLC July 2007 - August 2009
Four Seasons Hotels and Resorts July 2005 - June 2007
InterContinental Hotels Group 2003 - 2005
NBC Olympics 2004 - 2004
Skills
Public Speaking, Marketing Communications, Organizational..., Event Planning, Networking, Speech Writing, Writing, Sales Effectiveness, Fundraising, Editing, Public Relations, Marketing, Account Management, Online Advertising, New Business Development, Copywriting, Strategic Planning, Strategic Communications, Event Management, Press Releases, Advertising, Social Media Marketing, Financial Services, Project Management, Social Networking, Time Management, Sales Management, Social Media, Marketing Strategy, Email Marketing, Small Business
Education
The George Washington University 2000 — 2005
International Business, Tourism, Sport Event & Hospitality Management
The George Washington University - School of Business
Ken Blackburn Ken Blackburn's Morgan Stanley Smith Barney Experience 1984 - 2010
Job Managing Director at BridgeLight Capital
Industry Financial Services
Experience
BridgeLight Capital February 2014 - Present
Wedbush Securities 2010 - 2014
Morgan Stanley Smith Barney 1984 - 2010
The Highland School 1976 - 1983
Skills
Wealth Management, Series 7, Series 63, Series 65, Alternative Investments, Securities, Investment Advisory, Asset Allocation, FINRA, Financial Advisory, Mutual Funds, Fixed Income, Investments, Leadership, Hedge Funds, Equities, Retirement Planning
Education
The Johns Hopkins University
BA, English, History
University of Rochester
MA, European History
BridgeLight Capital February 2014 - Present
Wedbush Securities 2010 - 2014
Morgan Stanley Smith Barney 1984 - 2010
The Highland School 1976 - 1983
Skills
Wealth Management, Series 7, Series 63, Series 65, Alternative Investments, Securities, Investment Advisory, Asset Allocation, FINRA, Financial Advisory, Mutual Funds, Fixed Income, Investments, Leadership, Hedge Funds, Equities, Retirement Planning
Education
The Johns Hopkins University
BA, English, History
University of Rochester
MA, European History
Patrick Illig Patrick Illig's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job President at PDI Cone Dutch Treat LLC
Industry Accounting
Experience
PDI Cone - Dutch Treat LLC January 2015 - Present
Mark Cerrone, Inc. April 2014 - December 2014
SOME (So Others Might Eat) August 2012 - April 2014
Atlantic Media Company January 2012 - October 2012
SOME (So Others May Eat) August 2010 - January 2012
Management Systems International March 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Finance, Financial Reporting, Microsoft Office, Financial Analysis, Accounting, Accounts Receivable, Magicians, Non-profits, Nonprofits, Social Media, Microsoft Excel, Budgets, Payroll, Public Speaking, PowerPoint
Education
The Catholic University of America 2004 — 2009
Accounting
PDI Cone - Dutch Treat LLC January 2015 - Present
Mark Cerrone, Inc. April 2014 - December 2014
SOME (So Others Might Eat) August 2012 - April 2014
Atlantic Media Company January 2012 - October 2012
SOME (So Others May Eat) August 2010 - January 2012
Management Systems International March 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Finance, Financial Reporting, Microsoft Office, Financial Analysis, Accounting, Accounts Receivable, Magicians, Non-profits, Nonprofits, Social Media, Microsoft Excel, Budgets, Payroll, Public Speaking, PowerPoint
Education
The Catholic University of America 2004 — 2009
Accounting
Lena Lupia Lena Lupia's Morgan Stanley Smith Barney Experience June 2003 - February 2004
Job Regional Supervisory Officer at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase ConsultantNationwide Securities, LLC2008 - 2009
Nationwide Insurance 2004 - 2009
Morgan Stanley Smith Barney June 2003 - February 2004
Education
The Ohio State University 1999 — 2003
BS, Finance and Insurance
JPMorgan Chase ConsultantNationwide Securities, LLC2008 - 2009
Nationwide Insurance 2004 - 2009
Morgan Stanley Smith Barney June 2003 - February 2004
Education
The Ohio State University 1999 — 2003
BS, Finance and Insurance
Jeffrey Huff Jeffrey Huff's Morgan Stanley Smith Barney Experience 1988 - 2012
Job President at Redpoint Capital Management
Industry Financial Services
Experience
Redpoint Capital Management June 2012 - Present
City of Castle Pines, Colorado January 2010 - Present
Morgan Stanley Smith Barney 1988 - 2012
Education
The Ohio State University Moritz College of Law 1980 — 1983
JD, Law
The Ohio State University 1976 — 1980
BA, Political Science
Redpoint Capital Management June 2012 - Present
City of Castle Pines, Colorado January 2010 - Present
Morgan Stanley Smith Barney 1988 - 2012
Education
The Ohio State University Moritz College of Law 1980 — 1983
JD, Law
The Ohio State University 1976 — 1980
BA, Political Science
Jerry Slutzky, J.D., CFP® Jerry Slutzky, J.D., CFP®'s Morgan Stanley Smith Barney Experience October 1988 - January 1996
Job President Tampa Bay Wealth Advisory Services
Industry Investment Management
Experience
Tampa Bay Wealth Advisory Services February 2009 - Present
Banc of America Investment Services, Inc. April 2005 - February 2009
UBS Wealth Management January 1996 - April 2005
Morgan Stanley Smith Barney October 1988 - January 1996
Jerrold E. Slutzky & Associates June 1977 - October 1988
Skills
Investments, Securities, Retirement, Business, Estate Planning, Insurance, Strategic Financial..., Tax, Small Business, Retirement Planning
Education
The John Marshall Law School 1974 — 1977
JD, Law
University of Illinois at Urbana-Champaign 1970 — 1974
Bs, Finance
Niles North High School 1967 — 1970
Tampa Bay Wealth Advisory Services February 2009 - Present
Banc of America Investment Services, Inc. April 2005 - February 2009
UBS Wealth Management January 1996 - April 2005
Morgan Stanley Smith Barney October 1988 - January 1996
Jerrold E. Slutzky & Associates June 1977 - October 1988
Skills
Investments, Securities, Retirement, Business, Estate Planning, Insurance, Strategic Financial..., Tax, Small Business, Retirement Planning
Education
The John Marshall Law School 1974 — 1977
JD, Law
University of Illinois at Urbana-Champaign 1970 — 1974
Bs, Finance
Niles North High School 1967 — 1970
Amanda Jerele's Morgan Stanley Smith Barney Experience August 2007 - July 2009
Job Team Leader Digital Marketing Strategist Program Manager
Industry Marketing and Advertising
Experience
Fathom: A Digital Marketing & Analytics Agency July 2015 - Present
Fathom August 2011 - June 2015
Fathom June 2010 - July 2011
White Hat Management January 2010 - June 2010
Morgan Stanley Smith Barney August 2007 - July 2009
Skills
Google Adwords, Google Adwords..., MSN AdCenter, Yahoo Search Marketing, Facebook Marketing, Marin Software, Google Analytics, ROI Optimization, ROI Strategies, Project Management, Account Management, SEM, SEO, PPC, SEOmoz, Pardot, Online Advertising, Online Marketing, Copywriting, Email Marketing, Conversion Optimization, Social Media, Facebook, Web Marketing, Web Analytics, Marketing Strategy, Keyword Research, Digital Marketing, Mobile Marketing, Public Relations, Marketing, Salesforce.com, Act-On Software, Marketing Automation, Retargeting, Lead Generation, Content Marketing
Education
The Ohio State University - The Max M. Fisher College of Business 2005 — 2009
Bachelor of Science in Business Administration, Marketing
Fathom: A Digital Marketing & Analytics Agency July 2015 - Present
Fathom August 2011 - June 2015
Fathom June 2010 - July 2011
White Hat Management January 2010 - June 2010
Morgan Stanley Smith Barney August 2007 - July 2009
Skills
Google Adwords, Google Adwords..., MSN AdCenter, Yahoo Search Marketing, Facebook Marketing, Marin Software, Google Analytics, ROI Optimization, ROI Strategies, Project Management, Account Management, SEM, SEO, PPC, SEOmoz, Pardot, Online Advertising, Online Marketing, Copywriting, Email Marketing, Conversion Optimization, Social Media, Facebook, Web Marketing, Web Analytics, Marketing Strategy, Keyword Research, Digital Marketing, Mobile Marketing, Public Relations, Marketing, Salesforce.com, Act-On Software, Marketing Automation, Retargeting, Lead Generation, Content Marketing
Education
The Ohio State University - The Max M. Fisher College of Business 2005 — 2009
Bachelor of Science in Business Administration, Marketing
Jason Dick Jason Dick's Morgan Stanley Smith Barney Experience March 2012 - July 2012
Job Licensed National NSS Direct Sales Agent at Nationwide Insurance
Industry Information Technology and Services
Experience
Nationwide Insurance June 2015 - Present
Morgan Stanley Wealth Management February 2014 - June 2015
Morgan Stanley Wealth Management July 2012 - February 2014
Morgan Stanley Smith Barney March 2012 - July 2012
Morgan Stanley Smith Barney December 2011 - March 2012
Redemtech February 2009 - October 2011
Redemtech September 2008 - February 2009
Quest Software October 2007 - June 2008
Quest Software March 2006 - October 2007
Skills
Business Development, Sarbanes-Oxley Act, CRM, Sales Management, Solution Selling, Change Management, Vendor Management, Strategic Planning, Microsoft Exchange, HIPAA, Sales Process, Management, GLBA, Project Management, Enterprise Software, Sales, Selling, Lead Generation, Customer Service, Banking, Leadership, Training, Business Analysis, Risk Management, Customer Satisfaction, Cold Calling, Networking, Call Centers, Salesforce.com
Education
The Ohio State University
BA, Military History
Nationwide Insurance June 2015 - Present
Morgan Stanley Wealth Management February 2014 - June 2015
Morgan Stanley Wealth Management July 2012 - February 2014
Morgan Stanley Smith Barney March 2012 - July 2012
Morgan Stanley Smith Barney December 2011 - March 2012
Redemtech February 2009 - October 2011
Redemtech September 2008 - February 2009
Quest Software October 2007 - June 2008
Quest Software March 2006 - October 2007
Skills
Business Development, Sarbanes-Oxley Act, CRM, Sales Management, Solution Selling, Change Management, Vendor Management, Strategic Planning, Microsoft Exchange, HIPAA, Sales Process, Management, GLBA, Project Management, Enterprise Software, Sales, Selling, Lead Generation, Customer Service, Banking, Leadership, Training, Business Analysis, Risk Management, Customer Satisfaction, Cold Calling, Networking, Call Centers, Salesforce.com
Education
The Ohio State University
BA, Military History
Benardo Richardson Benardo Richardson's Morgan Stanley Smith Barney Experience August 2009 - November 2010
Job Experienced Wealth Management Professional
Industry Financial Services
Experience
Wealth Management Firm November 2010 - Present
Morgan Stanley Smith Barney August 2009 - November 2010
100 Black Men of the Bay Area April 2010 - October 2010
LPL Financial Services February 2007 - August 2009
Edward Jones December 2005 - January 2007
Norfolk Southern July 2003 - October 2005
Skills
Financial Planning, Asset Management, Risk Management, Public Speaking, ALM, Financial Management, Consultation, Social Networking, Strategic Financial..., Managerial Finance, Asset Managment, Investment Management, Investments, Management, Program Management, Leadership, Retirement Planning, Banking, Portfolio Management, Credit, Financial Advisory, Insurance, Hedge Funds, Financial Services, Equities, Mutual Funds, Fixed Income, Finance, Private Equity, Fixed Annuities, Options
Education
The Citadel 1999 — 2003
Bachelor of Science, Business Admistration
Warwick 1994 — 1999
Wealth Management Firm November 2010 - Present
Morgan Stanley Smith Barney August 2009 - November 2010
100 Black Men of the Bay Area April 2010 - October 2010
LPL Financial Services February 2007 - August 2009
Edward Jones December 2005 - January 2007
Norfolk Southern July 2003 - October 2005
Skills
Financial Planning, Asset Management, Risk Management, Public Speaking, ALM, Financial Management, Consultation, Social Networking, Strategic Financial..., Managerial Finance, Asset Managment, Investment Management, Investments, Management, Program Management, Leadership, Retirement Planning, Banking, Portfolio Management, Credit, Financial Advisory, Insurance, Hedge Funds, Financial Services, Equities, Mutual Funds, Fixed Income, Finance, Private Equity, Fixed Annuities, Options
Education
The Citadel 1999 — 2003
Bachelor of Science, Business Admistration
Warwick 1994 — 1999
Jennifer Powell's Morgan Stanley Smith Barney Experience March 2010 - August 2011
Job Assistant Director, Shasta Senior Nutrition Program
Industry Nonprofit Organization Management
Experience
BLM Northern California District - Resource Advisory Council August 2015 - Present
Shasta Senior Nutrition Programs July 2015 - Present
Shasta Regional Community Foundation October 2012 - May 2015
Stifel Nicolaus September 2011 - May 2012
Morgan Stanley Smith Barney March 2010 - August 2011
Mercy Foundation North August 2003 - March 2010
Shasta County Dept. of Public Health January 2000 - August 2003
United Indian Health Services October 1997 - January 2000
Skills
Grant Writing, Program Management, Strategic Financial..., Public Speaking, Project Management, Marketing Strategy, Problem Solving, Healthcare, Project Planning, Social Media Marketing, Volunteer Management, Training, Teaching, Event Management, Budgets, Grants, Change Management, Coaching, Series 7, Estate Planning, Non-profits, Real Estate, Editing, Entrepreneurship, Team Building, Asset Managment, Accounting, Philanthropy, Event Planning, Strategic Planning, Research, Public Relations, Writing, Team Leadership, PowerPoint, Management, Analysis, Sales, Wealth Management, Community Outreach, Investments, Microsoft Word, Microsoft Excel, Marketing, Securities, Customer Service, Small Business, Microsoft Office, Mutual Funds, Social Media
Education
University of California, Los Angeles 2001 — 2003
Masters, Public Health
The Evergreen State College 1994 — 1997
Bachelor Science, Molecular Biology
Hoopa High School 1987 — 1991
BLM Northern California District - Resource Advisory Council August 2015 - Present
Shasta Senior Nutrition Programs July 2015 - Present
Shasta Regional Community Foundation October 2012 - May 2015
Stifel Nicolaus September 2011 - May 2012
Morgan Stanley Smith Barney March 2010 - August 2011
Mercy Foundation North August 2003 - March 2010
Shasta County Dept. of Public Health January 2000 - August 2003
United Indian Health Services October 1997 - January 2000
Skills
Grant Writing, Program Management, Strategic Financial..., Public Speaking, Project Management, Marketing Strategy, Problem Solving, Healthcare, Project Planning, Social Media Marketing, Volunteer Management, Training, Teaching, Event Management, Budgets, Grants, Change Management, Coaching, Series 7, Estate Planning, Non-profits, Real Estate, Editing, Entrepreneurship, Team Building, Asset Managment, Accounting, Philanthropy, Event Planning, Strategic Planning, Research, Public Relations, Writing, Team Leadership, PowerPoint, Management, Analysis, Sales, Wealth Management, Community Outreach, Investments, Microsoft Word, Microsoft Excel, Marketing, Securities, Customer Service, Small Business, Microsoft Office, Mutual Funds, Social Media
Education
University of California, Los Angeles 2001 — 2003
Masters, Public Health
The Evergreen State College 1994 — 1997
Bachelor Science, Molecular Biology
Hoopa High School 1987 — 1991
Stephen Sprouse Stephen Sprouse's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job GWM CLT Analyst at JPMorgan Chase
Industry Banking
Experience
J.P. Morgan Asset Management September 2015 - Present
JPMorgan Chase & Co. February 2013 - September 2015
Ziegler June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Education
The Ohio State University 2009 — 2012
Bachelor of Science in Business Administration, Economics in Business
J.P. Morgan Asset Management September 2015 - Present
JPMorgan Chase & Co. February 2013 - September 2015
Ziegler June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Education
The Ohio State University 2009 — 2012
Bachelor of Science in Business Administration, Economics in Business
Clement Sin Clement Sin's Morgan Stanley Smith Barney Experience 2010 - 2011
Job Analyst at Citi
Industry Financial Services
Experience
Citi June 2013 - Present
Citi June 2012 - August 2012
CATHAY PACIFIC AIRWAYS LIMITED July 2011 - August 2011
Citi May 2011 - July 2011
Fogel Neale Partners LLC January 2011 - January 2011
Morgan Stanley Smith Barney 2010 - 2011
Apple Daily June 2009 - August 2009
Skills
Transactional Banking, Chinese culture, Cantonese, Multivariable Calculus, Statistical Modeling, Globalization, Airline Management, Corporate Communications, Wealth Management, Soccer, Lacrosse, Scuba Diving, Ski, Microsoft Excel, PowerPoint, Mac OS X, Outlook, Microsoft Office 2007, Retail Banking, Journalism, Photography, Finance, OS X, Investments, Analysis, Financial Services, Strategy, Financial Modeling, Banking, Treasury Management, Treasury Services
Education
The George Washington University - School of Business 2009 — 2013
Bachelor of Business Administration, International Business/Finance
Concord Academy 2005 — 2009
Diploma, General Education
Diocesan Boys' School 2003 — 2005
Citi June 2013 - Present
Citi June 2012 - August 2012
CATHAY PACIFIC AIRWAYS LIMITED July 2011 - August 2011
Citi May 2011 - July 2011
Fogel Neale Partners LLC January 2011 - January 2011
Morgan Stanley Smith Barney 2010 - 2011
Apple Daily June 2009 - August 2009
Skills
Transactional Banking, Chinese culture, Cantonese, Multivariable Calculus, Statistical Modeling, Globalization, Airline Management, Corporate Communications, Wealth Management, Soccer, Lacrosse, Scuba Diving, Ski, Microsoft Excel, PowerPoint, Mac OS X, Outlook, Microsoft Office 2007, Retail Banking, Journalism, Photography, Finance, OS X, Investments, Analysis, Financial Services, Strategy, Financial Modeling, Banking, Treasury Management, Treasury Services
Education
The George Washington University - School of Business 2009 — 2013
Bachelor of Business Administration, International Business/Finance
Concord Academy 2005 — 2009
Diploma, General Education
Diocesan Boys' School 2003 — 2005
Kate Dillon Kate Dillon's Morgan Stanley Smith Barney Experience May 2006 - August 2007
Job Audit Senior at Deloitte
Industry Accounting
Experience
Deloitte October 2012 - Present
Deloitte January 2012 - March 2012
Global Business Analysis and Immersion – Southeast Asia December 2010 - January 2011
Kappa Kappa Gamma Sorority January 2009 - January 2011
National Outdoor Leadership School January 2010 - January 2010
Payroll Network June 2008 - August 2008
Morgan Stanley Smith Barney May 2006 - August 2007
Education
The College of William and Mary - The Mason School of Business 2011 — 2012
Master of Accounting, Concentration in Taxation
The College of William and Mary - The Mason School of Business 2008 — 2011
BBA, Accounting, Finance, International Emphasis
Deloitte October 2012 - Present
Deloitte January 2012 - March 2012
Global Business Analysis and Immersion – Southeast Asia December 2010 - January 2011
Kappa Kappa Gamma Sorority January 2009 - January 2011
National Outdoor Leadership School January 2010 - January 2010
Payroll Network June 2008 - August 2008
Morgan Stanley Smith Barney May 2006 - August 2007
Education
The College of William and Mary - The Mason School of Business 2011 — 2012
Master of Accounting, Concentration in Taxation
The College of William and Mary - The Mason School of Business 2008 — 2011
BBA, Accounting, Finance, International Emphasis
Ryan Rothermund, ChFC® Ryan Rothermund, ChFC®'s Morgan Stanley Smith Barney Experience March 2006 - September 2012
Job Associate Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. September 2012 - Present
Morgan Stanley Smith Barney March 2006 - September 2012
Vanguard September 2004 - March 2006
Skills
Securities, Investments, Financial Advisory, Portfolio Management, Finance, Series 7, Asset Allocation, Series 63, Retirement Planning, Mutual Funds, Wealth Management, Investment Advisory, Alternative Investments, Investment Strategies, 401k, ETFs, Equities, Asset Management, Fixed Income, Retirement, Investment Management
Education
The American College 2008 — 2010
Chartered Financial Consultant®, Financial Planning
University of Arizona 2000 — 2004
Bachelors, Economics
Raymond James Financial Inc. September 2012 - Present
Morgan Stanley Smith Barney March 2006 - September 2012
Vanguard September 2004 - March 2006
Skills
Securities, Investments, Financial Advisory, Portfolio Management, Finance, Series 7, Asset Allocation, Series 63, Retirement Planning, Mutual Funds, Wealth Management, Investment Advisory, Alternative Investments, Investment Strategies, 401k, ETFs, Equities, Asset Management, Fixed Income, Retirement, Investment Management
Education
The American College 2008 — 2010
Chartered Financial Consultant®, Financial Planning
University of Arizona 2000 — 2004
Bachelors, Economics
Rick Overy's Morgan Stanley Smith Barney Experience November 2005 - June 2009
Job Partner at Compass Wealth Strategies
Industry Financial Services
Experience
Compass Wealth Strategies June 2009 - Present
Morgan Stanley Smith Barney November 2005 - June 2009
Legg Mason November 1997 - October 2005
College of William and Mary July 1992 - October 1997
The White House June 1988 - February 1989
Skills
Wealth Management, Portfolio Management, Strategic Financial..., Wealth Management..., Estate Planning, Series 7, Retirement Planning, Investment Advisory, Asset Allocation, Alternative Investments, Series 65, Investment Strategies
Education
The College of William and Mary - The Mason School of Business 1982 — 1988
BBA, Finance
Phillips Exeter Academy 1979 — 1982
Graduate
Compass Wealth Strategies June 2009 - Present
Morgan Stanley Smith Barney November 2005 - June 2009
Legg Mason November 1997 - October 2005
College of William and Mary July 1992 - October 1997
The White House June 1988 - February 1989
Skills
Wealth Management, Portfolio Management, Strategic Financial..., Wealth Management..., Estate Planning, Series 7, Retirement Planning, Investment Advisory, Asset Allocation, Alternative Investments, Series 65, Investment Strategies
Education
The College of William and Mary - The Mason School of Business 1982 — 1988
BBA, Finance
Phillips Exeter Academy 1979 — 1982
Graduate
Aviv Hod's Morgan Stanley Smith Barney Experience 2010 - 2011
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2011 - Present
U.S. Coast Guard Auxiliary July 2007 - Present
North Shore Aeroclub 2005 - Present
North Suburban Jewish Community Center 2011 - May 2014
Morgan Stanley Smith Barney 2010 - 2011
SalesQuest 2009 - 2009
DBA InfoPower 2008 - 2009
Fast Asset Inc. February 2005 - August 2008
WDM Valley High School 1992 - 1996
Skills
Investments, Portfolio Management, Equities, Financial Planning, Securities, Banking, Retirement Planning, Asset Managment, Strategic Financial..., Mortgage Banking, Life Insurance, Strategy, Asset Management, Entrepreneurship, Sales, Sales Process, Leadership, Management, Business Planning, Business Strategy, Enterprise Software, Selling, Negotiation, Finance, Marketing, Budgets, Program Management, Small Business, Business Development, Executive Management, Start-ups, Risk Management, Mergers & Acquisitions, Financial Analysis, Strategic Planning
Education
University of Iowa 1996 — 2003
Bachelor
University of Iowa 1996 — 2001
Bachelor
The Goethe University Frankfurt 1998 — 1999
Exchange experience
Valley High School 1992 — 1996
Dale Carnegie Institute
Merrill Lynch August 2011 - Present
U.S. Coast Guard Auxiliary July 2007 - Present
North Shore Aeroclub 2005 - Present
North Suburban Jewish Community Center 2011 - May 2014
Morgan Stanley Smith Barney 2010 - 2011
SalesQuest 2009 - 2009
DBA InfoPower 2008 - 2009
Fast Asset Inc. February 2005 - August 2008
WDM Valley High School 1992 - 1996
Skills
Investments, Portfolio Management, Equities, Financial Planning, Securities, Banking, Retirement Planning, Asset Managment, Strategic Financial..., Mortgage Banking, Life Insurance, Strategy, Asset Management, Entrepreneurship, Sales, Sales Process, Leadership, Management, Business Planning, Business Strategy, Enterprise Software, Selling, Negotiation, Finance, Marketing, Budgets, Program Management, Small Business, Business Development, Executive Management, Start-ups, Risk Management, Mergers & Acquisitions, Financial Analysis, Strategic Planning
Education
University of Iowa 1996 — 2003
Bachelor
University of Iowa 1996 — 2001
Bachelor
The Goethe University Frankfurt 1998 — 1999
Exchange experience
Valley High School 1992 — 1996
Dale Carnegie Institute
Daniel Bellino, ChFC's Morgan Stanley Smith Barney Experience May 2004 - May 2011
Job Private Wealth Advisor, Ameripirse Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2011 - Present
Morgan Stanley Smith Barney May 2004 - May 2011
Education
The American College 2006 — 2006
ChFC - Chartered Financial Consultant®, Financial Planning and Services
University of Massachusetts at Lowell 1999 — 2001
Graduate Certificate, Business Administration
University of Massachusetts at Lowell 1990 — 1994
BS, Finance
Ameriprise Financial Services, Inc. March 2011 - Present
Morgan Stanley Smith Barney May 2004 - May 2011
Education
The American College 2006 — 2006
ChFC - Chartered Financial Consultant®, Financial Planning and Services
University of Massachusetts at Lowell 1999 — 2001
Graduate Certificate, Business Administration
University of Massachusetts at Lowell 1990 — 1994
BS, Finance
Henry Wasserman Henry Wasserman's Morgan Stanley Smith Barney Experience December 2001 - September 2010
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial September 2010 - Present
Morgan Stanley Smith Barney December 2001 - September 2010
Education
The American College 2005 — 2006
Certified Financial Planning Courses
Ameriprise Financial September 2010 - Present
Morgan Stanley Smith Barney December 2001 - September 2010
Education
The American College 2005 — 2006
Certified Financial Planning Courses
Alex Batts Alex Batts's Morgan Stanley Smith Barney Experience June 2010 - May 2011
Job Derivatives Trader at Citigroup
Industry Financial Services
Experience
Citigroup June 2011 - Present
Morgan Stanley Smith Barney June 2010 - May 2011
Skills
Equities, Bloomberg, Financial Analysis, Financial Modeling, Derivatives, Valuation, Portfolio Management, Capital Markets, Investments, Financial Markets, Data Analysis, Trading
Education
University of Minnesota - Carlson School of Management 2007 — 2011
Finance, Mathematics
The Hong Kong University of Science and Technology 2010 — 2010
Finance
Citigroup June 2011 - Present
Morgan Stanley Smith Barney June 2010 - May 2011
Skills
Equities, Bloomberg, Financial Analysis, Financial Modeling, Derivatives, Valuation, Portfolio Management, Capital Markets, Investments, Financial Markets, Data Analysis, Trading
Education
University of Minnesota - Carlson School of Management 2007 — 2011
Finance, Mathematics
The Hong Kong University of Science and Technology 2010 — 2010
Finance
Ali Farah Ali Farah's Morgan Stanley Smith Barney Experience June 2009 - October 2014
Job Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Morgan Stanley Smith Barney June 2009 - October 2014
Morgan Stanley Smith Barney September 2008 - June 2009
The Ohio State University Libraries March 2007 - June 2008
Skills
Microsoft Excel, PeopleSoft, Workshop Facilitation, Leadership, Human Resources, PowerPoint, Customer Service, Microsoft Word, Payroll, Process Engineering, Technical Support, Web Site Production, Microsoft Money, File Management, Arabic, Series 7, Strategic Financial..., Series 63, Onboarding, Financial Analysis, Management, Banking
Education
The Ohio State University Fisher College of Business 2004 — 2008
BSBA, International Business
Morgan Stanley October 2014 - Present
Morgan Stanley Smith Barney June 2009 - October 2014
Morgan Stanley Smith Barney September 2008 - June 2009
The Ohio State University Libraries March 2007 - June 2008
Skills
Microsoft Excel, PeopleSoft, Workshop Facilitation, Leadership, Human Resources, PowerPoint, Customer Service, Microsoft Word, Payroll, Process Engineering, Technical Support, Web Site Production, Microsoft Money, File Management, Arabic, Series 7, Strategic Financial..., Series 63, Onboarding, Financial Analysis, Management, Banking
Education
The Ohio State University Fisher College of Business 2004 — 2008
BSBA, International Business
Kyle Norton Kyle Norton's Morgan Stanley Smith Barney Experience January 2012 - April 2012
Job Accountant at MedStar Health
Industry Accounting
Experience
MedStar Health August 2015 - Present
Fisher College of Business November 2013 - July 2015
Fisher College of Business April 2013 - November 2013
Morgan Stanley Wealth Management April 2012 - April 2013
Morgan Stanley Smith Barney January 2012 - April 2012
Morgan Stanley Smith Barney June 2011 - January 2012
The British House October 2009 - April 2010
The Study Skills Center at BGSU August 2008 - April 2009
Banana Republic August 2007 - September 2008
Education
The Ohio State University Fisher College of Business 2010 — 2011
Master’s Degree, Accounting
Bowling Green State University 2006 — 2010
Bachelor’s Degree, Accounting, Spanish minor
MedStar Health August 2015 - Present
Fisher College of Business November 2013 - July 2015
Fisher College of Business April 2013 - November 2013
Morgan Stanley Wealth Management April 2012 - April 2013
Morgan Stanley Smith Barney January 2012 - April 2012
Morgan Stanley Smith Barney June 2011 - January 2012
The British House October 2009 - April 2010
The Study Skills Center at BGSU August 2008 - April 2009
Banana Republic August 2007 - September 2008
Education
The Ohio State University Fisher College of Business 2010 — 2011
Master’s Degree, Accounting
Bowling Green State University 2006 — 2010
Bachelor’s Degree, Accounting, Spanish minor
Kaitlyn Hickey Kaitlyn Hickey's Morgan Stanley Smith Barney Experience May 2010 - August 2010
Job Account Manager at SessionM
Industry Marketing and Advertising
Experience
SessionM August 2015 - Present
OMD USA October 2014 - Present
OMD July 2012 - September 2014
OMD July 2011 - June 2012
Harborside Group August 2010 - December 2010
Morgan Stanley Smith Barney May 2010 - August 2010
Bedford Golf and Tennis Club May 2008 - August 2010
Skills
Advertising, Marketing, PowerPoint, Microsoft Excel, Social Media Marketing, Email Marketing, Marketing Research, Negotiation
Education
Loyola University Maryland 2007 — 2011
BBA, Business and Management; Marketing
American University of Paris 2009 — 2009
SessionM August 2015 - Present
OMD USA October 2014 - Present
OMD July 2012 - September 2014
OMD July 2011 - June 2012
Harborside Group August 2010 - December 2010
Morgan Stanley Smith Barney May 2010 - August 2010
Bedford Golf and Tennis Club May 2008 - August 2010
Skills
Advertising, Marketing, PowerPoint, Microsoft Excel, Social Media Marketing, Email Marketing, Marketing Research, Negotiation
Education
Loyola University Maryland 2007 — 2011
BBA, Business and Management; Marketing
American University of Paris 2009 — 2009
Gary Head Gary Head's Morgan Stanley Smith Barney Experience July 2010 - August 2011
Job Account Manager
Industry Hospital & Health Care
Experience
Mobile Intrument Service & Repair May 2012 - Present
Bank of America - Merrill Edge November 2011 - May 2012
Morgan Stanley Smith Barney July 2010 - August 2011
Gary Head & Associates January 2005 - December 2009
Mobile Instrument Service & Repair Inc. February 2000 - November 2004
Mobile Instrument Service & Repair Inc. September 1985 - January 2000
Skills
Business Development, Management, Sales, Customer Service, Account Management, New Business Development
Education
The George Washington University 1978 — 1980
BBA, Marketing
University of Minnesota-Twin Cities 1975 — 1977
Business Administration and Management, General
Mobile Intrument Service & Repair May 2012 - Present
Bank of America - Merrill Edge November 2011 - May 2012
Morgan Stanley Smith Barney July 2010 - August 2011
Gary Head & Associates January 2005 - December 2009
Mobile Instrument Service & Repair Inc. February 2000 - November 2004
Mobile Instrument Service & Repair Inc. September 1985 - January 2000
Skills
Business Development, Management, Sales, Customer Service, Account Management, New Business Development
Education
The George Washington University 1978 — 1980
BBA, Marketing
University of Minnesota-Twin Cities 1975 — 1977
Business Administration and Management, General
A. Danielle Rouse A. Danielle Rouse's Morgan Stanley Smith Barney Experience October 2004 - October 2011
Job Event Manager
Industry Events Services
Experience
Events by Dani October 2012 - Present
Morgan Stanley Smith Barney October 2004 - October 2011
Skills
Event Planning, Event Management, Conference Coordination, Conference Registration, Meeting Planning, Business Meetings, Gala Events, Non-profits, Fundraisers, Birthday Parties, Anniversaries, Training, Gala Dinners, Business Launch, Product Launch
Education
The Ohio State University
Bachelor of Science (BS), International Business
The Ohio State University
Bachelor of Arts (BA), Spanish
Events by Dani October 2012 - Present
Morgan Stanley Smith Barney October 2004 - October 2011
Skills
Event Planning, Event Management, Conference Coordination, Conference Registration, Meeting Planning, Business Meetings, Gala Events, Non-profits, Fundraisers, Birthday Parties, Anniversaries, Training, Gala Dinners, Business Launch, Product Launch
Education
The Ohio State University
Bachelor of Science (BS), International Business
The Ohio State University
Bachelor of Arts (BA), Spanish
Mike Emerson Mike Emerson's Morgan Stanley Smith Barney Experience February 2010 - December 2010
Job Senior Associate at RMB Capital
Industry Financial Services
Experience
RMB Capital January 2014 - Present
Ronin Capital November 2011 - May 2012
303 Capital Partners, LLC January 2011 - October 2011
Morgan Stanley Smith Barney February 2010 - December 2010
UBS Wealth Management May 2008 - September 2008
Education
The University of Chicago 2006 — 2010
Bachelor’s Degree
The London School of Economics and Political Science (LSE) 2009 — 2009
Finance, General
RMB Capital January 2014 - Present
Ronin Capital November 2011 - May 2012
303 Capital Partners, LLC January 2011 - October 2011
Morgan Stanley Smith Barney February 2010 - December 2010
UBS Wealth Management May 2008 - September 2008
Education
The University of Chicago 2006 — 2010
Bachelor’s Degree
The London School of Economics and Political Science (LSE) 2009 — 2009
Finance, General
Andrew Mears Andrew Mears's Morgan Stanley Smith Barney Experience May 2010 - February 2011
Job Technical Consultant
Industry Information Technology and Services
Experience
Clarabridge December 2014 - Present
MicroStrategy January 2013 - December 2014
Wells Fargo April 2014 - November 2014
Dixon Hughes Goodman LLP June 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - February 2011
Skills
Business Intelligence, Business Analysis, Financial Analysis, Data Analysis, Hadoop, Apache Pig, Hive, Data Warehousing, Relational Databases, SQL, Integration, Java, Analytics, SDLC, Data Modeling
Education
The George Washington University - School of Business 2011 — 2012
MS, Information Systems Technology
University of Maryland - Robert H. Smith School of Business 2007 — 2011
BS, Accounting
Clarabridge December 2014 - Present
MicroStrategy January 2013 - December 2014
Wells Fargo April 2014 - November 2014
Dixon Hughes Goodman LLP June 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - February 2011
Skills
Business Intelligence, Business Analysis, Financial Analysis, Data Analysis, Hadoop, Apache Pig, Hive, Data Warehousing, Relational Databases, SQL, Integration, Java, Analytics, SDLC, Data Modeling
Education
The George Washington University - School of Business 2011 — 2012
MS, Information Systems Technology
University of Maryland - Robert H. Smith School of Business 2007 — 2011
BS, Accounting
Tommy Ahsan's Morgan Stanley Smith Barney Experience June 2012 - August 2012
Job Founder at Tutor Me Now
Industry Financial Services
Experience
Tutor Me Now August 2015 - Present
World Financial Group (WFG) July 2015 - Present
Merrill Lynch March 2015 - May 2015
Morgan Stanley June 2014 - August 2014
U.S. Senate Majority Leader Harry Reid June 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Morgan Stanley Smith Barney 2011 - 2011
Skills
Microsoft Office, Microsoft Technologies, Microsoft Word, Public Speaking, PowerPoint, Leadership, Microsoft Excel, Teaching, Social Media, Higher Education, Social Networking, Reuters, 3D, Financial Analysis, Risk Assessment, Financial Modeling, Leveraged Finance
Education
University of Miami - School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Financial Management Services
The London School of Economics and Political Science (LSE) 2014 — 2014
Bachelor of Business Administration (BBA), Financial Derivatives and Stochastic Asset Pricing
The Meadows
Tutor Me Now August 2015 - Present
World Financial Group (WFG) July 2015 - Present
Merrill Lynch March 2015 - May 2015
Morgan Stanley June 2014 - August 2014
U.S. Senate Majority Leader Harry Reid June 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Morgan Stanley Smith Barney 2011 - 2011
Skills
Microsoft Office, Microsoft Technologies, Microsoft Word, Public Speaking, PowerPoint, Leadership, Microsoft Excel, Teaching, Social Media, Higher Education, Social Networking, Reuters, 3D, Financial Analysis, Risk Assessment, Financial Modeling, Leveraged Finance
Education
University of Miami - School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Financial Management Services
The London School of Economics and Political Science (LSE) 2014 — 2014
Bachelor of Business Administration (BBA), Financial Derivatives and Stochastic Asset Pricing
The Meadows
Dennis Hudson,MSFS,ChFC,CRPC Dennis Hudson,MSFS,ChFC,CRPC's Morgan Stanley Smith Barney Experience 2002 - February 2008
Job Securities offered throughLPL FinancialMemberFINRA/SIPC//For weblinks to FINRA/SIPC see the website section
Industry Financial Services
Experience
MainStreet WealthManagement ,LLC 2008 - 2011
Merrill Lynch February 2005 - February 2008
Morgan Stanley Smith Barney 2002 - February 2008
Education
The American College 2006 — 2010
MSFS, Financial Services
College for Financial Planning 2008 — 2009
CRPC, Retirement Planning
The American College 2004 — 2009
ChFC, Advanced Financial Planning
The University of iowa 1970 — 1973
BBA, Fianace
MainStreet WealthManagement ,LLC 2008 - 2011
Merrill Lynch February 2005 - February 2008
Morgan Stanley Smith Barney 2002 - February 2008
Education
The American College 2006 — 2010
MSFS, Financial Services
College for Financial Planning 2008 — 2009
CRPC, Retirement Planning
The American College 2004 — 2009
ChFC, Advanced Financial Planning
The University of iowa 1970 — 1973
BBA, Fianace
Andrew Gardenhire's Morgan Stanley Smith Barney Experience May 2009 - August 2009
Job Business Analyst at Sonova eHearingCare
Industry Information Technology and Services
Experience
Sonova e-HearingCare May 2015 - Present
L&T Infotech June 2014 - August 2014
Morgan Stanley Wealth Management June 2010 - January 2013
Morgan Stanley Smith Barney May 2009 - August 2009
U.S November 2007 - May 2008
Eric's IGA June 2007 - August 2007
Ben Parker Co., Inc June 2006 - August 2006
Skills
Tableau, SAS Visual Analytics, SAS E-Miner, Financial Modeling, Research, Portfolio Management, Management, Financial Analysis, Investments, Microsoft Excel, Microsoft Office, Data Analysis, Risk Management, Market Research, Securities, Capital Markets, Leadership, Valuation, Strategic Planning, Financial Services, Strategic Financial..., Business Development, Corporate Finance, Program Management, PowerPoint, Text Messaging
Education
University of Tennessee-Knoxville 2013 — 2014
Master of Business Administration (MBA), Business Analytics
The George Washington University - School of Business 2006 — 2010
Bachelor of Business Administration, International Business and Japanese
McCallie School 2002 — 2006
Sonova e-HearingCare May 2015 - Present
L&T Infotech June 2014 - August 2014
Morgan Stanley Wealth Management June 2010 - January 2013
Morgan Stanley Smith Barney May 2009 - August 2009
U.S November 2007 - May 2008
Eric's IGA June 2007 - August 2007
Ben Parker Co., Inc June 2006 - August 2006
Skills
Tableau, SAS Visual Analytics, SAS E-Miner, Financial Modeling, Research, Portfolio Management, Management, Financial Analysis, Investments, Microsoft Excel, Microsoft Office, Data Analysis, Risk Management, Market Research, Securities, Capital Markets, Leadership, Valuation, Strategic Planning, Financial Services, Strategic Financial..., Business Development, Corporate Finance, Program Management, PowerPoint, Text Messaging
Education
University of Tennessee-Knoxville 2013 — 2014
Master of Business Administration (MBA), Business Analytics
The George Washington University - School of Business 2006 — 2010
Bachelor of Business Administration, International Business and Japanese
McCallie School 2002 — 2006
Steven R Ostrolencki Jr. Steven R Ostrolencki Jr.'s Morgan Stanley Smith Barney Experience May 2012 - August 2012
Job Experienced Sales & Development Professional
Industry Philanthropy
Experience
Nationwide Insurance June 2014 - April 2015
Rock Ohio Caesars February 2013 - September 2013
Morgan Stanley Smith Barney May 2012 - August 2012
Cleveland Clinic August 2008 - March 2012
OPEX Corporation August 2006 - August 2008
Technical Search Consultants March 2006 - July 2006
DeVry University September 2004 - November 2005
Speed Strength Systems June 2003 - June 2004
Wickens, Herzer, Panza, Cook and Batista June 2002 - September 2002
Skills
Consultative Selling, Cold Calling, Selling, Database Management, Solution Selling, Territory, New Business Development, Account Management, Sales Management, Direct Sales, Sales Presentations, Key Account Management, Executive Reporting, B2B, Closing Deals, Key Account Development, Complex Sales, Software Sales, Objection Handling, Proposal Writing, Fundraising, Healthcare, Problem Solving, Databases, Sales Operations, Management, Sales, Sales Process, Strategic Planning, Business Development, Market Research, Contract Negotiation, Event Planning, Recruiting, Business Planning, Nonprofits, Budgets, Negotiation, Analysis, Building Relationships, Deal Closure, Relationship Building
Education
The Ohio State University 2000 — 2004
Bachelor of Arts, Pre-Law: Political Science and History
Marion L. Steele HS
Nationwide Insurance June 2014 - April 2015
Rock Ohio Caesars February 2013 - September 2013
Morgan Stanley Smith Barney May 2012 - August 2012
Cleveland Clinic August 2008 - March 2012
OPEX Corporation August 2006 - August 2008
Technical Search Consultants March 2006 - July 2006
DeVry University September 2004 - November 2005
Speed Strength Systems June 2003 - June 2004
Wickens, Herzer, Panza, Cook and Batista June 2002 - September 2002
Skills
Consultative Selling, Cold Calling, Selling, Database Management, Solution Selling, Territory, New Business Development, Account Management, Sales Management, Direct Sales, Sales Presentations, Key Account Management, Executive Reporting, B2B, Closing Deals, Key Account Development, Complex Sales, Software Sales, Objection Handling, Proposal Writing, Fundraising, Healthcare, Problem Solving, Databases, Sales Operations, Management, Sales, Sales Process, Strategic Planning, Business Development, Market Research, Contract Negotiation, Event Planning, Recruiting, Business Planning, Nonprofits, Budgets, Negotiation, Analysis, Building Relationships, Deal Closure, Relationship Building
Education
The Ohio State University 2000 — 2004
Bachelor of Arts, Pre-Law: Political Science and History
Marion L. Steele HS
Jason Folsom, CFP, ChFC Jason Folsom, CFP, ChFC's Morgan Stanley Smith Barney Experience November 2007 - April 2010
Job Senior Financial Services Representaive, Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group April 2010 - Present
Morgan Stanley Smith Barney November 2007 - April 2010
Country Insurance & Financial Services October 2000 - November 2007
Skills
Estate Planning, Long-term Care, Long Term Care, Mutual Funds, IRA's, 401k, Series 7, Series 6, Series 63, Series 65, Asset Allocation, Buy-sell Agreements, buys-sell review, Bsines Continuation..., FInancial Needs Analysis, Informal Business..., Wealth Accumulation
Education
American College 2004 — 2006
CFP Designation Cources, Financial Planning
Principal Financial Group April 2010 - Present
Morgan Stanley Smith Barney November 2007 - April 2010
Country Insurance & Financial Services October 2000 - November 2007
Skills
Estate Planning, Long-term Care, Long Term Care, Mutual Funds, IRA's, 401k, Series 7, Series 6, Series 63, Series 65, Asset Allocation, Buy-sell Agreements, buys-sell review, Bsines Continuation..., FInancial Needs Analysis, Informal Business..., Wealth Accumulation
Education
American College 2004 — 2006
CFP Designation Cources, Financial Planning
Paige Osborne's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Senior Financial Analyst at HEINEKEN
Industry Financial Services
Experience
HEINEKEN June 2014 - Present
HEINEKEN August 2013 - June 2014
Johnson & Johnson June 2012 - January 2013
Morgan Stanley Smith Barney June 2011 - August 2011
Skills
Microsoft Excel, Data Analysis, Spanish-speaking, PowerPoint, Social Media, Outlook, Presentations, Microsoft Word, SharePoint, SAP R/3, TM1, Cognos, Stata, SAS, Finance, SAP, Financial Modeling, Financial Reporting, Financial Analysis, Forecasting, Spanish
Education
The College of New Jersey 2009 — 2013
BS, Economics, Spanish minor, magna cum laude
Universidad Antonio de Nebrija 2011 — 2011
Spanish
HEINEKEN June 2014 - Present
HEINEKEN August 2013 - June 2014
Johnson & Johnson June 2012 - January 2013
Morgan Stanley Smith Barney June 2011 - August 2011
Skills
Microsoft Excel, Data Analysis, Spanish-speaking, PowerPoint, Social Media, Outlook, Presentations, Microsoft Word, SharePoint, SAP R/3, TM1, Cognos, Stata, SAS, Finance, SAP, Financial Modeling, Financial Reporting, Financial Analysis, Forecasting, Spanish
Education
The College of New Jersey 2009 — 2013
BS, Economics, Spanish minor, magna cum laude
Universidad Antonio de Nebrija 2011 — 2011
Spanish
Brent Niswander Brent Niswander's Morgan Stanley Smith Barney Experience December 2007 - April 2011
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial October 2014 - Present
State Farm June 2014 - October 2014
PNC October 2012 - June 2014
Fifth Third Securities April 2011 - October 2012
Morgan Stanley Smith Barney December 2007 - April 2011
Wachovia Bank May 2006 - December 2007
Allstate Insurance August 1990 - May 2006
Skills
Financial Advisory, Investments, Strategic Financial..., Insurance, Finance, Mortgage Lending, Investment Strategies, Banking, Risk Management, Financial Services, Fixed Annuities, Series 7, Loans, Wealth Management, Series 63, Securities, Credit, Relationship Management, Fixed Income, Wealth
Education
The Ohio State University 1984 — 1988
Bachelor of Science in Business Administration, Business Administration and Management, General
LPL Financial October 2014 - Present
State Farm June 2014 - October 2014
PNC October 2012 - June 2014
Fifth Third Securities April 2011 - October 2012
Morgan Stanley Smith Barney December 2007 - April 2011
Wachovia Bank May 2006 - December 2007
Allstate Insurance August 1990 - May 2006
Skills
Financial Advisory, Investments, Strategic Financial..., Insurance, Finance, Mortgage Lending, Investment Strategies, Banking, Risk Management, Financial Services, Fixed Annuities, Series 7, Loans, Wealth Management, Series 63, Securities, Credit, Relationship Management, Fixed Income, Wealth
Education
The Ohio State University 1984 — 1988
Bachelor of Science in Business Administration, Business Administration and Management, General
Karishma Bhatia Karishma Bhatia's Morgan Stanley Smith Barney Experience February 2010 - March 2011
Job M.S. Computer Science Candidate, UCLA
Industry Computer Software
Experience
Microsoft June 2015 - Present
Deloitte July 2012 - August 2014
UC Irvine September 2010 - March 2012
Deloitte Consulting June 2011 - August 2011
Morgan Stanley Smith Barney February 2010 - March 2011
Skills
Analysis, SQL, Business Analysis, Data Analysis, Java, Business Intelligence, CRM, Microsoft Office, Hyperion Enterprise, JavaScript, Requirements Gathering, Business Process Design, Economics, Finance, Matlab, Human Computer..., Enterprise Software
Education
University of California, Los Angeles 2014 — 2016
Master's Degree, Computer Science
University of California, Irvine 2008 — 2012
B.A. Economics, Minor: Computer Science, Cum Laude
London School of Economics and Political Science 2009 — 2009
World Economics
Microsoft June 2015 - Present
Deloitte July 2012 - August 2014
UC Irvine September 2010 - March 2012
Deloitte Consulting June 2011 - August 2011
Morgan Stanley Smith Barney February 2010 - March 2011
Skills
Analysis, SQL, Business Analysis, Data Analysis, Java, Business Intelligence, CRM, Microsoft Office, Hyperion Enterprise, JavaScript, Requirements Gathering, Business Process Design, Economics, Finance, Matlab, Human Computer..., Enterprise Software
Education
University of California, Los Angeles 2014 — 2016
Master's Degree, Computer Science
University of California, Irvine 2008 — 2012
B.A. Economics, Minor: Computer Science, Cum Laude
London School of Economics and Political Science 2009 — 2009
World Economics
Christina Diewald Christina Diewald's Morgan Stanley Smith Barney Experience March 2010 - May 2012
Job Director of Network Office Supervision at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual July 2014 - Present
J.P. Morgan May 2012 - June 2014
Morgan Stanley smith Barney March 2010 - May 2012
Skills
Investments
Education
The Ohio State University 2005 — 2009
Bachelor of Science (B.S.), Economics
Northwestern Mutual July 2014 - Present
J.P. Morgan May 2012 - June 2014
Morgan Stanley smith Barney March 2010 - May 2012
Skills
Investments
Education
The Ohio State University 2005 — 2009
Bachelor of Science (B.S.), Economics
Audrey Spencer Audrey Spencer's Morgan Stanley Smith Barney Experience 2003 - 2006
Job Resident Physician, Department of Surgery at Christiana Care
Industry Hospital & Health Care
Experience
Christiana Care Health System June 2015 - Present
Medical Oncology and Hematology Associates of Northern Virginia May 2012 - June 2014
Stanford University Medical Center 2010 - 2011
Emergency Medicine Scribe Systems 2009 - 2011
SFSU Health Professions Advisory Committee 2008 - 2010
MedAmerica 2008 - 2009
Nelson Capital Management 2006 - 2008
Morgan Stanley Smith Barney 2003 - 2006
Skills
Sales Management, Account Management, Operations Management, Healthcare Management, Clinical Research, Healthcare
Education
The George Washington University School of Medicine and Health Sciences 2011 — 2015
Doctor of Medicine (M.D.)
San Francisco State University 2008 — 2010
Pre-Health Professions
Occidental College 2001 — 2005
Bachelor of Arts (B.A.), Economics
Christiana Care Health System June 2015 - Present
Medical Oncology and Hematology Associates of Northern Virginia May 2012 - June 2014
Stanford University Medical Center 2010 - 2011
Emergency Medicine Scribe Systems 2009 - 2011
SFSU Health Professions Advisory Committee 2008 - 2010
MedAmerica 2008 - 2009
Nelson Capital Management 2006 - 2008
Morgan Stanley Smith Barney 2003 - 2006
Skills
Sales Management, Account Management, Operations Management, Healthcare Management, Clinical Research, Healthcare
Education
The George Washington University School of Medicine and Health Sciences 2011 — 2015
Doctor of Medicine (M.D.)
San Francisco State University 2008 — 2010
Pre-Health Professions
Occidental College 2001 — 2005
Bachelor of Arts (B.A.), Economics
Stacey Clark Stacey Clark's Morgan Stanley Smith Barney Experience September 2007 - February 2010
Job Deputy Director of Finance and Administration, Africa Global Conservation Program
Industry Nonprofit Organization Management
Experience
Wildlife Conservation Society October 2015 - Present
BRAC USA November 2011 - October 2015
Umuzi Photo Club March 2010 - November 2011
Hlumelelisa March 2010 - November 2011
Morgan Stanley Smith Barney September 2007 - February 2010
Ernst & Young LLP May 2001 - September 2007
Skills
Financial Analysis, Financial Reporting, Internal Controls, Auditing, Fundraising, Analysis, Budgets, Finance, Managerial Finance, Nonprofits, Strategy, Financial Modeling, Non-profits, Due Diligence, Accounting, Risk Management, Management, Leadership, Proposal Writing, Strategic Planning, International..., Program Management, Financial Accounting, Microsoft Office, Process Improvement, Project Management, Grants, Office Administration, Operations Management
Education
University of Notre Dame - Mendoza College of Business 2001 — 2002
MS, Accountancy
The Ohio State University Fisher College of Business 1996 — 2001
BS/BA, International Business and French Language and Culture
Wildlife Conservation Society October 2015 - Present
BRAC USA November 2011 - October 2015
Umuzi Photo Club March 2010 - November 2011
Hlumelelisa March 2010 - November 2011
Morgan Stanley Smith Barney September 2007 - February 2010
Ernst & Young LLP May 2001 - September 2007
Skills
Financial Analysis, Financial Reporting, Internal Controls, Auditing, Fundraising, Analysis, Budgets, Finance, Managerial Finance, Nonprofits, Strategy, Financial Modeling, Non-profits, Due Diligence, Accounting, Risk Management, Management, Leadership, Proposal Writing, Strategic Planning, International..., Program Management, Financial Accounting, Microsoft Office, Process Improvement, Project Management, Grants, Office Administration, Operations Management
Education
University of Notre Dame - Mendoza College of Business 2001 — 2002
MS, Accountancy
The Ohio State University Fisher College of Business 1996 — 2001
BS/BA, International Business and French Language and Culture
Brittany Engelhardt's Morgan Stanley Smith Barney Experience July 2012 - September 2012
Job Client Service Associate at Vista Wealth Management
Industry Financial Services
Experience
Vista Wealth Management, LLC June 2015 - Present
Morgan Stanley Wealth Management October 2012 - June 2015
Morgan Stanley Smith Barney July 2012 - September 2012
Morgan Stanley Smith Barney January 2012 - July 2012
Ohio House of Representatives September 2010 - November 2010
Skills
Excel, Word, PowerPoint, Access, Microsoft Excel, Microsoft Word, Banking, securities based lending, Social Media, Market Research, Time Management, Spreadsheets, Visio, Software Documentation, Outlook, Team Leadership, Teamwork, Process Improvement, Data Analysis, Securities Lending, Training, Risk Management, Investments, Finance, Customer Support, Assistant Work, Strategic Financial..., Loans, Insurance, Budgets, Microsoft Office, Financial Modeling, Financial Analysis, Social Networking, Leadership, Business Analysis, Salesforce.com, Research, Analysis, Marketing, Financial Services, Customer Service
Education
The Ohio State University 2007 — 2011
Bachelor of Arts, Political Science, American Politics
Vista Wealth Management, LLC June 2015 - Present
Morgan Stanley Wealth Management October 2012 - June 2015
Morgan Stanley Smith Barney July 2012 - September 2012
Morgan Stanley Smith Barney January 2012 - July 2012
Ohio House of Representatives September 2010 - November 2010
Skills
Excel, Word, PowerPoint, Access, Microsoft Excel, Microsoft Word, Banking, securities based lending, Social Media, Market Research, Time Management, Spreadsheets, Visio, Software Documentation, Outlook, Team Leadership, Teamwork, Process Improvement, Data Analysis, Securities Lending, Training, Risk Management, Investments, Finance, Customer Support, Assistant Work, Strategic Financial..., Loans, Insurance, Budgets, Microsoft Office, Financial Modeling, Financial Analysis, Social Networking, Leadership, Business Analysis, Salesforce.com, Research, Analysis, Marketing, Financial Services, Customer Service
Education
The Ohio State University 2007 — 2011
Bachelor of Arts, Political Science, American Politics
Garry Knopov Garry Knopov's Morgan Stanley Smith Barney Experience January 2009 - September 2010
Job Account Director at Anti/Anti
Industry Design
Experience
Anti/Anti January 2011 - Present
Morgan Stanley Smith Barney January 2009 - September 2010
Skills
Brand Architecture, Integrated Marketing, Advertising, Digital Strategy, Brand Development, Creative Strategy, Marketing Communications, Art Direction, Finance, Digital Marketing, Portfolio Management, Interactive Marketing, Branding & Identity, Corporate Branding
Education
The George Washington University
Bachelor of Science (BS), Economics
Anti/Anti January 2011 - Present
Morgan Stanley Smith Barney January 2009 - September 2010
Skills
Brand Architecture, Integrated Marketing, Advertising, Digital Strategy, Brand Development, Creative Strategy, Marketing Communications, Art Direction, Finance, Digital Marketing, Portfolio Management, Interactive Marketing, Branding & Identity, Corporate Branding
Education
The George Washington University
Bachelor of Science (BS), Economics
Curtis Robbins's Morgan Stanley Smith Barney Experience May 2012 - August 2012
Job Investment Banking Analyst at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company July 2015 - Present
University of Richmond September 2014 - May 2015
Citi June 2014 - August 2014
Marriott & Co. September 2013 - December 2013
Bloomberg LP May 2013 - May 2013
ITG January 2013 - January 2013
Merrill Lynch September 2012 - December 2012
Morgan Stanley Smith Barney May 2012 - August 2012
Brae Burn Country Club Tennis Department June 2011 - August 2011
The Stone Institute October 2008 - July 2009
Skills
Microsoft Office, Stock Trading, PowerPoint, Bloomberg Terminal, Excel, Word, Access, Teamwork, Microsoft Word, Microsoft Excel, Investments, Corporate Finance, Financial Analysis, Finance, Customer Service, Wealth Management, Economics
Education
University of Richmond 2011 — 2015
Bachelor of Science in Business Administration, Economics; Finance, Cum Laude
London School of Economics and Political Science 2013 — 2013
Took course in July 2013: Business Analysis & Valuation
Newton South High School 2007 — 2011
Moelis & Company July 2015 - Present
University of Richmond September 2014 - May 2015
Citi June 2014 - August 2014
Marriott & Co. September 2013 - December 2013
Bloomberg LP May 2013 - May 2013
ITG January 2013 - January 2013
Merrill Lynch September 2012 - December 2012
Morgan Stanley Smith Barney May 2012 - August 2012
Brae Burn Country Club Tennis Department June 2011 - August 2011
The Stone Institute October 2008 - July 2009
Skills
Microsoft Office, Stock Trading, PowerPoint, Bloomberg Terminal, Excel, Word, Access, Teamwork, Microsoft Word, Microsoft Excel, Investments, Corporate Finance, Financial Analysis, Finance, Customer Service, Wealth Management, Economics
Education
University of Richmond 2011 — 2015
Bachelor of Science in Business Administration, Economics; Finance, Cum Laude
London School of Economics and Political Science 2013 — 2013
Took course in July 2013: Business Analysis & Valuation
Newton South High School 2007 — 2011
Ahmed Abdi's Morgan Stanley Smith Barney Experience June 2010 - October 2010
Job Staff Accountant
Industry Consumer Goods
Experience
IFCO SYSTEMS March 2015 - Present
National Health Profession Commission of Somaliland May 2013 - January 2015
JPMorgan Chase February 2013 - January 2014
Five Stars Wireless LLC October 2010 - July 2012
Morgan Stanley Smith Barney June 2010 - October 2010
Citi February 2008 - December 2009
Skills
Research, Photoshop, Teaching, HTML, Budgets, C++, C, Account Reconciliation, Analysis, Nonprofits, Team Leadership, Accounting, Finance, Payroll, Start-ups, Accounts Payable, Customer Service, Management, Strategic Planning, Project Management, Microsoft Office, Financial Reporting, PowerPoint, Financial Analysis, Microsoft Excel, Leadership, Project Planning, Team Building, Policy
Education
The Ohio State University 2004 — 2007
Bachelor of Arts (B.A.), Economics, Major
The Ohio State University 2003 — 2007
Bachelor of Arts (B.A.), Economics
IFCO SYSTEMS March 2015 - Present
National Health Profession Commission of Somaliland May 2013 - January 2015
JPMorgan Chase February 2013 - January 2014
Five Stars Wireless LLC October 2010 - July 2012
Morgan Stanley Smith Barney June 2010 - October 2010
Citi February 2008 - December 2009
Skills
Research, Photoshop, Teaching, HTML, Budgets, C++, C, Account Reconciliation, Analysis, Nonprofits, Team Leadership, Accounting, Finance, Payroll, Start-ups, Accounts Payable, Customer Service, Management, Strategic Planning, Project Management, Microsoft Office, Financial Reporting, PowerPoint, Financial Analysis, Microsoft Excel, Leadership, Project Planning, Team Building, Policy
Education
The Ohio State University 2004 — 2007
Bachelor of Arts (B.A.), Economics, Major
The Ohio State University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Martina Beckum Martina Beckum's Morgan Stanley Smith Barney Experience October 2007 - October 2012
Job Financial Services
Industry Financial Services
Experience
Edelman Financial Services April 2013 - Present
Morgan Stanley Smith Barney October 2007 - October 2012
Morgan Stanley Smith Barney January 2007 - October 2007
Moqvo, LLC May 2006 - January 2007
The Ohio State University- Cartoon Research Library February 2006 - December 2006
The HealthCare Connection, Inc June 2004 - September 2005
Cognis June 2002 - September 2003
The Healthcare Connection January 1999 - January 2002
Skills
Series 7, Uniform Combined State..., Wealth Management, Equities, Retirement Planning, Investments, Portfolio Management, Alternative Investments, Asset Managment, Asset Allocation, Mutual Funds
Education
The Ohio State University 2001 — 2006
B.S, Agricultural Business and Applied Economics
Edelman Financial Services April 2013 - Present
Morgan Stanley Smith Barney October 2007 - October 2012
Morgan Stanley Smith Barney January 2007 - October 2007
Moqvo, LLC May 2006 - January 2007
The Ohio State University- Cartoon Research Library February 2006 - December 2006
The HealthCare Connection, Inc June 2004 - September 2005
Cognis June 2002 - September 2003
The Healthcare Connection January 1999 - January 2002
Skills
Series 7, Uniform Combined State..., Wealth Management, Equities, Retirement Planning, Investments, Portfolio Management, Alternative Investments, Asset Managment, Asset Allocation, Mutual Funds
Education
The Ohio State University 2001 — 2006
B.S, Agricultural Business and Applied Economics
Evelyn Lopez Mendoza's Morgan Stanley Smith Barney Experience August 2010 - May 2011
Job Business Development Analyst at Cleary Gottlieb Steen & Hamilton LLP
Industry Marketing and Advertising
Experience
Cleary Gottlieb Steen & Hamilton LLP January 2014 - Present
Cleary Gottlieb Steen & Hamilton LLP July 2012 - January 2014
UniCredit June 2011 - July 2012
Morgan Stanley Smith Barney August 2010 - May 2011
SmartBrief May 2010 - September 2010
George Washington University September 2008 - May 2010
Mitchell's Plain Hospital June 2008 - August 2008
HSBC January 2008 - May 2008
Skills
Strategy, Budgets, Finance, Spanish, Management, Analysis, Research, Portfolio Management, International Relations, Financial Analysis, Due Diligence, Investments, Business Development
Education
The George Washington University 2007 — 2011
BS, International Affairs
Universiteit Antwerpen 2006 — 2006
Certificate in Business Administration, Business Administration and Management, General
Cleary Gottlieb Steen & Hamilton LLP January 2014 - Present
Cleary Gottlieb Steen & Hamilton LLP July 2012 - January 2014
UniCredit June 2011 - July 2012
Morgan Stanley Smith Barney August 2010 - May 2011
SmartBrief May 2010 - September 2010
George Washington University September 2008 - May 2010
Mitchell's Plain Hospital June 2008 - August 2008
HSBC January 2008 - May 2008
Skills
Strategy, Budgets, Finance, Spanish, Management, Analysis, Research, Portfolio Management, International Relations, Financial Analysis, Due Diligence, Investments, Business Development
Education
The George Washington University 2007 — 2011
BS, International Affairs
Universiteit Antwerpen 2006 — 2006
Certificate in Business Administration, Business Administration and Management, General
Kevin Rems Kevin Rems's Morgan Stanley Smith Barney Experience June 2012 - August 2012
Job Account Associate at News America Marketing
Industry Marketing and Advertising
Experience
News America Marketing March 2015 - Present
News America Marketing November 2013 - February 2015
USTA August 2013 - September 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Optical Distributor Group June 2010 - August 2010
Optical Distributor Group June 2009 - August 2009
Skills
Microsoft Excel, Customer Service, Microsoft Office, Bloomberg Terminal, Financial Modeling, PowerPoint, Finance, Financial Analysis, Market Research, Trading
Education
The Johns Hopkins University 2009 — 2013
BA Economics, Financial Economics (Minor), Entrepreneurship & Management (Minor), 3.50
Pascack Valley High School 2005 — 2009
4.03
News America Marketing March 2015 - Present
News America Marketing November 2013 - February 2015
USTA August 2013 - September 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Optical Distributor Group June 2010 - August 2010
Optical Distributor Group June 2009 - August 2009
Skills
Microsoft Excel, Customer Service, Microsoft Office, Bloomberg Terminal, Financial Modeling, PowerPoint, Finance, Financial Analysis, Market Research, Trading
Education
The Johns Hopkins University 2009 — 2013
BA Economics, Financial Economics (Minor), Entrepreneurship & Management (Minor), 3.50
Pascack Valley High School 2005 — 2009
4.03
Nicole Lastres Nicole Lastres's Morgan Stanley Smith Barney Experience May 2011 - August 2011
Job Assistant Director of Human Resources at SBG Technolgoy
Industry Information Technology and Services
Experience
SBG Technolgoy June 2014 - Present
SBG Technology Solutions, Inc. August 2010 - May 2014
Cooper and Kirk PLLC September 2012 - December 2012
Bloomberg LP June 2012 - August 2012
Morgan Stanley Smith Barney May 2011 - August 2011
J.P. Morgan May 2010 - August 2010
United Nations May 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, HTML, Research, Social Media, Public Speaking, Teamwork, Windows, English, Spanish, Leadership, International Relations, Blogging
Education
The George Washington University 2010 — 2014
Bachelor of Business Administration (B.B.A.), International Business
Convent of the Sacred Heart 2006 — 2010
SBG Technolgoy June 2014 - Present
SBG Technology Solutions, Inc. August 2010 - May 2014
Cooper and Kirk PLLC September 2012 - December 2012
Bloomberg LP June 2012 - August 2012
Morgan Stanley Smith Barney May 2011 - August 2011
J.P. Morgan May 2010 - August 2010
United Nations May 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, HTML, Research, Social Media, Public Speaking, Teamwork, Windows, English, Spanish, Leadership, International Relations, Blogging
Education
The George Washington University 2010 — 2014
Bachelor of Business Administration (B.B.A.), International Business
Convent of the Sacred Heart 2006 — 2010
Lauren (Kahan) Weiss Lauren (Kahan) Weiss's Morgan Stanley Smith Barney Experience December 2009 - October 2012
Job Major Account Manager at Cision
Industry Public Relations and Communications
Experience
Cision November 2014 - Present
Cision October 2012 - October 2014
Morgan Stanley Smith Barney December 2009 - October 2012
Skills
Management, Public Relations, Blogging, Social Media, Series 7, Salesforce.com, Sales, Lead Generation, B2B, Research, Social Networking, Account Management, Marketing Communications
Education
The Ohio State University 2005 — 2009
Bachelor of Arts and Sciences, Strategic Communication
Cision November 2014 - Present
Cision October 2012 - October 2014
Morgan Stanley Smith Barney December 2009 - October 2012
Skills
Management, Public Relations, Blogging, Social Media, Series 7, Salesforce.com, Sales, Lead Generation, B2B, Research, Social Networking, Account Management, Marketing Communications
Education
The Ohio State University 2005 — 2009
Bachelor of Arts and Sciences, Strategic Communication
Alex Sher's Morgan Stanley Smith Barney Experience May 2011 - June 2011
Job M.D. Candidate at The Icahn School of Medicine at Mount Sinai
Industry Medical Practice
Experience
Johns Hopkins Hospital September 2012 - Present
NYU Hospital for Joint Diseases May 2013 - January 2015
Neurological Surgery P.C. May 2012 - September 2012
Progressive Surgical Care December 2011 - September 2012
Johns Hopkins Institute for Cell Engineering March 2012 - May 2012
Morgan Stanley Smith Barney May 2011 - June 2011
Skills
Quantitative Analytics, Medical Research, Mathematical Modeling, Microsoft Excel, Research, Statistics, Analysis, Data Analysis, Matlab, Microsoft Word, Public Speaking, Public Health
Education
The Johns Hopkins University 2011 — 2015
BS, Applied Mathematics and Statistics, Pre-Medicine, 3.96 (BCPM)
Johns Hopkins Hospital September 2012 - Present
NYU Hospital for Joint Diseases May 2013 - January 2015
Neurological Surgery P.C. May 2012 - September 2012
Progressive Surgical Care December 2011 - September 2012
Johns Hopkins Institute for Cell Engineering March 2012 - May 2012
Morgan Stanley Smith Barney May 2011 - June 2011
Skills
Quantitative Analytics, Medical Research, Mathematical Modeling, Microsoft Excel, Research, Statistics, Analysis, Data Analysis, Matlab, Microsoft Word, Public Speaking, Public Health
Education
The Johns Hopkins University 2011 — 2015
BS, Applied Mathematics and Statistics, Pre-Medicine, 3.96 (BCPM)
Alisha Park Alisha Park's Morgan Stanley Smith Barney Experience 2007 - 2007
Job Senior Financial Analyst at Procter & Gamble
Industry Consumer Goods
Experience
Procter & Gamble February 2015 - Present
Procter & Gamble November 2013 - February 2015
Procter & Gamble June 2012 - November 2013
Procter & Gamble February 2011 - June 2012
Procter & Gamble June 2009 - June 2011
Procter & Gamble June 2008 - September 2008
Morgan Stanley Smith Barney 2007 - 2007
New Balance June 2006 - September 2006
Skills
Excel, Financial Modeling, Financial Analysis, Branding Initiatives, Cost Savings Initiatives, Cross-functional Team..., Quickbooks, Value Creation, Financial Forecasting, Forecast Modeling, Forecasting, Consumer Products, SAP, Microsoft Excel, Management, Strategy, Analysis, Leadership, Competitive Analysis
Education
The Ohio State University 2005 — 2009
BSBA, Finance
Procter & Gamble February 2015 - Present
Procter & Gamble November 2013 - February 2015
Procter & Gamble June 2012 - November 2013
Procter & Gamble February 2011 - June 2012
Procter & Gamble June 2009 - June 2011
Procter & Gamble June 2008 - September 2008
Morgan Stanley Smith Barney 2007 - 2007
New Balance June 2006 - September 2006
Skills
Excel, Financial Modeling, Financial Analysis, Branding Initiatives, Cost Savings Initiatives, Cross-functional Team..., Quickbooks, Value Creation, Financial Forecasting, Forecast Modeling, Forecasting, Consumer Products, SAP, Microsoft Excel, Management, Strategy, Analysis, Leadership, Competitive Analysis
Education
The Ohio State University 2005 — 2009
BSBA, Finance
Jacqueline Slatky's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job HR Regulatory Reform Programmmes at Barclays
Industry Human Resources
Experience
Barclays November 2014 - Present
United States Postal Service January 2014 - October 2014
United States Postal Service July 2012 - January 2014
Raymond James Financial Inc. June 2011 - August 2011
Nassau University Medical Center June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
UBS June 2007 - August 2008
Skills
Databases, Visio, Microsoft Office, MS Project, Process Improvement, Requirements Analysis, SQL, Analytic Thinking, IT Strategy, Financial Analysis, Access, Communication Skills, Determined to Succeed, HCI, Process Flow Charts, UML Tools, Cost Model Development, LSS, Management, SharePoint, Project Management, Finance, Workforce Management, Minitab, Budgets, Requirements Gathering, Business Process..., SOP development, Project Planning, Strategy, Statistics, Microsoft Project, Microsoft Excel, PowerPoint, Leadership, Analysis, Microsoft Word, Data Analysis
Education
The George Washington University - School of Business 2012 — 2013
Master of Science (M.S.) in Information Technology, Information Technology
The George Washington University - School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Information Systems
Roslyn High School 2004 — 2008
Barclays November 2014 - Present
United States Postal Service January 2014 - October 2014
United States Postal Service July 2012 - January 2014
Raymond James Financial Inc. June 2011 - August 2011
Nassau University Medical Center June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
UBS June 2007 - August 2008
Skills
Databases, Visio, Microsoft Office, MS Project, Process Improvement, Requirements Analysis, SQL, Analytic Thinking, IT Strategy, Financial Analysis, Access, Communication Skills, Determined to Succeed, HCI, Process Flow Charts, UML Tools, Cost Model Development, LSS, Management, SharePoint, Project Management, Finance, Workforce Management, Minitab, Budgets, Requirements Gathering, Business Process..., SOP development, Project Planning, Strategy, Statistics, Microsoft Project, Microsoft Excel, PowerPoint, Leadership, Analysis, Microsoft Word, Data Analysis
Education
The George Washington University - School of Business 2012 — 2013
Master of Science (M.S.) in Information Technology, Information Technology
The George Washington University - School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Information Systems
Roslyn High School 2004 — 2008
Jason Weber Jason Weber's Morgan Stanley Smith Barney Experience June 2011 - September 2011
Job Associate at Meridian Capital Group
Industry Real Estate
Experience
Meridian Capital Group January 2015 - Present
CoStar Group June 2014 - January 2015
CoStar Group June 2013 - May 2014
CoStar Group June 2012 - June 2013
Morgan Stanley Smith Barney June 2011 - September 2011
Skills
Market Research, Microsoft Office, Investments, Analysis, Analytics, Finance, Event Planning, Financial Analysis, Commercial Real Estate..., Algebra, CoStar, Management, PowerPoint, Salesforce.com, Fundraising, Economics, Qualifying Prospects, Lead Generation, Cold Calling, Twitter, Capital Markets, Spanish, Sales Prospecting, New Business Development, Marketing Strategy, CRM Integration, Customer Service, Online Marketing, Sales Motivation, Objection Handling, Argus Modeling, Debt & Equity Financing, Loan Origination, Transaction Origination
Education
The George Washington University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
The George Washington University School of Business Class of 2008 — 2012
Bachelor, Finance, Business
UNSW Australia
International Business Finance, Market Research
Meridian Capital Group January 2015 - Present
CoStar Group June 2014 - January 2015
CoStar Group June 2013 - May 2014
CoStar Group June 2012 - June 2013
Morgan Stanley Smith Barney June 2011 - September 2011
Skills
Market Research, Microsoft Office, Investments, Analysis, Analytics, Finance, Event Planning, Financial Analysis, Commercial Real Estate..., Algebra, CoStar, Management, PowerPoint, Salesforce.com, Fundraising, Economics, Qualifying Prospects, Lead Generation, Cold Calling, Twitter, Capital Markets, Spanish, Sales Prospecting, New Business Development, Marketing Strategy, CRM Integration, Customer Service, Online Marketing, Sales Motivation, Objection Handling, Argus Modeling, Debt & Equity Financing, Loan Origination, Transaction Origination
Education
The George Washington University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
The George Washington University School of Business Class of 2008 — 2012
Bachelor, Finance, Business
UNSW Australia
International Business Finance, Market Research
Christine M. Buckley, CFP®, CPWA®, ChFC® Christine M. Buckley, CFP®, CPWA®, ChFC®'s Morgan Stanley Smith Barney Experience September 2007 - June 2011
Job Financial Advisor at Huber, Weakland and Associates, Inc.
Industry Financial Services
Experience
Huber, Weakland and Associates, Inc. September 2012 - Present
WMS Partners June 2011 - June 2012
Morgan Stanley Smith Barney September 2007 - June 2011
Citi Smith Barney December 2005 - September 2007
Legg Mason 2004 - 2005
netDecide 2000 - 2004
Legg Mason July 1994 - July 2000
Skills
Personal Financial..., Estate Planning, Retirement Income..., College Education..., Risk Management, Personal Tax Planning, Charitable Trusts, Charitable Gift Planning, Investment Management, Retirement Planning, Wealth, Wealth Management..., Financial Advisory
Education
The Johns Hopkins University - Carey Business School 1999 — 2001
MBA, Business Administration
University of Maryland - Robert H. Smith School of Business 1990 — 1993
BS, Marketing and Finance
Huber, Weakland and Associates, Inc. September 2012 - Present
WMS Partners June 2011 - June 2012
Morgan Stanley Smith Barney September 2007 - June 2011
Citi Smith Barney December 2005 - September 2007
Legg Mason 2004 - 2005
netDecide 2000 - 2004
Legg Mason July 1994 - July 2000
Skills
Personal Financial..., Estate Planning, Retirement Income..., College Education..., Risk Management, Personal Tax Planning, Charitable Trusts, Charitable Gift Planning, Investment Management, Retirement Planning, Wealth, Wealth Management..., Financial Advisory
Education
The Johns Hopkins University - Carey Business School 1999 — 2001
MBA, Business Administration
University of Maryland - Robert H. Smith School of Business 1990 — 1993
BS, Marketing and Finance
Kimberly Turner, CFP®, ChFC®, CLU®, CRPS®. Kimberly Turner, CFP®, ChFC®, CLU®, CRPS®.'s Morgan Stanley Smith Barney Experience August 2009 - August 2011
Job Branch Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments August 2014 - Present
MetLife March 2012 - August 2014
Morgan Stanley Smith Barney August 2009 - August 2011
The Turner Group of Florida LLC April 1999 - August 2009
Education
The American College 2011 — 2013
Master's degree, Financial Planning and Services
University of Florida
Bachelor's degree, Physician Assistant
PNC Investments August 2014 - Present
MetLife March 2012 - August 2014
Morgan Stanley Smith Barney August 2009 - August 2011
The Turner Group of Florida LLC April 1999 - August 2009
Education
The American College 2011 — 2013
Master's degree, Financial Planning and Services
University of Florida
Bachelor's degree, Physician Assistant
Erik Hannah Erik Hannah's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job Trading Assistant at Laurion Capital
Industry Financial Services
Experience
Laurion Capital March 2015 - Present
UBS Investment Bank May 2011 - February 2015
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
FX, Precious Metals, Macro, Money Market, Excel, Rates, NDF, Emerging Markets, FX Swaps, FX Derivatives, FX Options, Microsoft Excel, Trading, Structured Products, Bonds, Electronic Trading, Currency, Options, FX trading, Foreign Exchange, Fixed Income, Capital Markets, Swaps, Derivatives, Settlement, Middle Office, Proprietary Trading, Equities, Securities, Back Office, Valuation, Hedging, Bloomberg, Alternative Investments, Prime Brokerage, Interest Rate..., Asset Management, Market Data
Education
The George Washington University - School of Business 2007 — 2011
Bachelor of Business Administration, International Business
Laurion Capital March 2015 - Present
UBS Investment Bank May 2011 - February 2015
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
FX, Precious Metals, Macro, Money Market, Excel, Rates, NDF, Emerging Markets, FX Swaps, FX Derivatives, FX Options, Microsoft Excel, Trading, Structured Products, Bonds, Electronic Trading, Currency, Options, FX trading, Foreign Exchange, Fixed Income, Capital Markets, Swaps, Derivatives, Settlement, Middle Office, Proprietary Trading, Equities, Securities, Back Office, Valuation, Hedging, Bloomberg, Alternative Investments, Prime Brokerage, Interest Rate..., Asset Management, Market Data
Education
The George Washington University - School of Business 2007 — 2011
Bachelor of Business Administration, International Business
Jessica Umansky Jessica Umansky's Morgan Stanley Smith Barney Experience July 2009 - Present
Job Intern at Merrill Lynch
Industry Banking
Experience
Morgan Stanley Smith Barney July 2009 - Present
Merrill Lynch May 2008 - May 2009
BVLGARI August 2003 - July 2004
Education
The George Washington University - School of Business 2005 — 2009
BBA, International Business & Finance
University of Cape Town
BBA, Semester Abroad
Morgan Stanley Smith Barney July 2009 - Present
Merrill Lynch May 2008 - May 2009
BVLGARI August 2003 - July 2004
Education
The George Washington University - School of Business 2005 — 2009
BBA, International Business & Finance
University of Cape Town
BBA, Semester Abroad
Evan Charne Evan Charne's Morgan Stanley Smith Barney Experience March 2006 - April 2013
Job Internal Sales at Guggenheim Funds
Industry Financial Services
Experience
Guggenheim Funds April 2013 - Present
Morgan Stanley Smith Barney March 2006 - April 2013
Morgan Stanley September 2005 - March 2006
KNIGHT CAPITAL MARKETS April 2004 - September 2005
KNIGHT CAPITAL MARKETS April 2004 - September 2005
Quick and Reilly January 2003 - April 2004
iCAPITAL MARKETS. LLC June 2000 - November 2002
DATEK ONLINE BROKERAGE SERVICES May 1998 - November 2002
DATEK ONLINE BROKERAGE SERVICES May 1998 - June 2000
Skills
Equities, Fixed Income, Investments, Sales, Marketing, Directing, Assets Recovery, Fashion, Series 7, Securities
Education
The Ohio State University 1993 — 1998
Bachelor of Science, Financial Management
Guggenheim Funds April 2013 - Present
Morgan Stanley Smith Barney March 2006 - April 2013
Morgan Stanley September 2005 - March 2006
KNIGHT CAPITAL MARKETS April 2004 - September 2005
KNIGHT CAPITAL MARKETS April 2004 - September 2005
Quick and Reilly January 2003 - April 2004
iCAPITAL MARKETS. LLC June 2000 - November 2002
DATEK ONLINE BROKERAGE SERVICES May 1998 - November 2002
DATEK ONLINE BROKERAGE SERVICES May 1998 - June 2000
Skills
Equities, Fixed Income, Investments, Sales, Marketing, Directing, Assets Recovery, Fashion, Series 7, Securities
Education
The Ohio State University 1993 — 1998
Bachelor of Science, Financial Management
Charles Smentkowski's Morgan Stanley Smith Barney Experience May 2012 - May 2013
Job Financial Data Associate at Moody's Corporation
Industry Financial Services
Experience
Moody's Corporation February 2014 - Present
Bloomberg LLP May 2013 - January 2014
Morgan Stanley Smith Barney May 2012 - May 2013
Council of Federal Home Loan Banks January 2012 - April 2012
Pershing June 2011 - August 2011
M&R Capital Management May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Microsoft Office, Fundraising, Investments, Equities, Asset Allocation, Fixed Income, Strategic Planning
Education
The Catholic University of America 2008 — 2012
BSBA, Finance
The Catholic University of America 2008 — 2012
Bachelors of Science and Business Administration, Finance
SRHS
Moody's Corporation February 2014 - Present
Bloomberg LLP May 2013 - January 2014
Morgan Stanley Smith Barney May 2012 - May 2013
Council of Federal Home Loan Banks January 2012 - April 2012
Pershing June 2011 - August 2011
M&R Capital Management May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Microsoft Office, Fundraising, Investments, Equities, Asset Allocation, Fixed Income, Strategic Planning
Education
The Catholic University of America 2008 — 2012
BSBA, Finance
The Catholic University of America 2008 — 2012
Bachelors of Science and Business Administration, Finance
SRHS
Kenneth A. Hecht, CFP®'s Morgan Stanley Smith Barney Experience January 1996 - January 2013
Job Senior Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS January 2013 - Present
Morgan Stanley Smith Barney January 1996 - January 2013
Education
The George Washington University - School of Business 1981 — 1984
Master of Business Administration (M.B.A.), Finance
The University of Georgia 1976 — 1980
Bachelor of Arts, Journalism
UBS January 2013 - Present
Morgan Stanley Smith Barney January 1996 - January 2013
Education
The George Washington University - School of Business 1981 — 1984
Master of Business Administration (M.B.A.), Finance
The University of Georgia 1976 — 1980
Bachelor of Arts, Journalism
Will Hroncich Will Hroncich's Morgan Stanley Smith Barney Experience December 2010 - October 2012
Job Sr. Manager, Strategic Relationship Management at American Express
Industry Financial Services
Experience
American Express March 2014 - Present
American Express October 2012 - March 2014
Morgan Stanley Smith Barney December 2010 - October 2012
Johnson & Johnson June 2008 - October 2010
Skills
Financial Analysis, Financial Modeling, Business Travel, Operational Risk..., Financial Reporting, Investments, Accounting, Personal Finance, Retirement Planning, Running, Leadership, Management
Education
The Ohio State University Fisher College of Business 2004 — 2008
BSBA, Finance
American Express March 2014 - Present
American Express October 2012 - March 2014
Morgan Stanley Smith Barney December 2010 - October 2012
Johnson & Johnson June 2008 - October 2010
Skills
Financial Analysis, Financial Modeling, Business Travel, Operational Risk..., Financial Reporting, Investments, Accounting, Personal Finance, Retirement Planning, Running, Leadership, Management
Education
The Ohio State University Fisher College of Business 2004 — 2008
BSBA, Finance
Glenn Rocca Glenn Rocca's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Associate at Angelo, Gordon & Co.
Industry Financial Services
Experience
Angelo, Gordon & Co. July 2014 - Present
Tiedemann Wealth Management September 2012 - July 2014
DHM Mortgage Servicing October 2010 - September 2012
Morgan Stanley Smith Barney June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
J. Fletcher Creamer & Son May 2007 - August 2007
Skills
Analysis, Statistics, Project Planning, Microsoft Excel, Investments
Education
The Johns Hopkins University 2006 — 2009
Economics, Entrepreneurship and Management
Angelo, Gordon & Co. July 2014 - Present
Tiedemann Wealth Management September 2012 - July 2014
DHM Mortgage Servicing October 2010 - September 2012
Morgan Stanley Smith Barney June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
J. Fletcher Creamer & Son May 2007 - August 2007
Skills
Analysis, Statistics, Project Planning, Microsoft Excel, Investments
Education
The Johns Hopkins University 2006 — 2009
Economics, Entrepreneurship and Management
Alyssa Meyer Alyssa Meyer's Morgan Stanley Smith Barney Experience September 2011 - February 2012
Job Senior Development Officer, Student Affairs at Florida International University
Industry Higher Education
Experience
Florida International University July 2014 - Present
Florida International University December 2012 - July 2014
Florida International University July 2012 - November 2012
Morgan Stanley Smith Barney September 2011 - February 2012
American Cancer Society July 2010 - August 2011
University of Technology Sydney September 2009 - August 2010
The George Washington University Alumni Relations February 2007 - May 2009
Skills
Fundraising, Event Management, Volunteer Management, Event Planning, Program Management, Non-profits, Research, Volunteering, Public Speaking, Marketing, Project Planning, Program Development, Sponsorship, Public Relations, Budgets, Management, Nonprofits, Recruiting, Higher Education, Community Outreach, Microsoft Office, Leadership, Social Media
Education
The George Washington University 2005 — 2009
BA
Florida International University July 2014 - Present
Florida International University December 2012 - July 2014
Florida International University July 2012 - November 2012
Morgan Stanley Smith Barney September 2011 - February 2012
American Cancer Society July 2010 - August 2011
University of Technology Sydney September 2009 - August 2010
The George Washington University Alumni Relations February 2007 - May 2009
Skills
Fundraising, Event Management, Volunteer Management, Event Planning, Program Management, Non-profits, Research, Volunteering, Public Speaking, Marketing, Project Planning, Program Development, Sponsorship, Public Relations, Budgets, Management, Nonprofits, Recruiting, Higher Education, Community Outreach, Microsoft Office, Leadership, Social Media
Education
The George Washington University 2005 — 2009
BA
Duane Nicolau Duane Nicolau's Morgan Stanley Smith Barney Experience 1990 - 2008
Job Vice President Investments at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. March 2008 - Present
Morgan Stanley Smith Barney 1990 - 2008
Education
The Ohio State University Fisher College of Business 1977 — 1981
Busines Administration, Finance
UBS Financial Services Inc. March 2008 - Present
Morgan Stanley Smith Barney 1990 - 2008
Education
The Ohio State University Fisher College of Business 1977 — 1981
Busines Administration, Finance
Serafina Boerger Serafina Boerger's Morgan Stanley Smith Barney Experience August 2012 - December 2012
Job Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte Consulting February 2013 - Present
Morgan Stanley Smith Barney August 2012 - December 2012
Hopkins Consulting Agency September 2010 - May 2012
Cordish Company October 2011 - January 2012
Skills
Salesforce Analytics..., Data Visualization, Informatica Cloud, Microsoft Excel, Statistics, Mathematical Modeling, Data Analysis, MS Excel Pivot Tables, Analysis, Microsoft Office, Predictive Analytics, Business Strategy, Microsoft Word, PowerPoint
Education
The Johns Hopkins University 2009 — 2013
Bachelor of Arts (B.A.), Economics, Financial Economics
Henry M. Gunn High School 2005 — 2009
Deloitte Consulting February 2013 - Present
Morgan Stanley Smith Barney August 2012 - December 2012
Hopkins Consulting Agency September 2010 - May 2012
Cordish Company October 2011 - January 2012
Skills
Salesforce Analytics..., Data Visualization, Informatica Cloud, Microsoft Excel, Statistics, Mathematical Modeling, Data Analysis, MS Excel Pivot Tables, Analysis, Microsoft Office, Predictive Analytics, Business Strategy, Microsoft Word, PowerPoint
Education
The Johns Hopkins University 2009 — 2013
Bachelor of Arts (B.A.), Economics, Financial Economics
Henry M. Gunn High School 2005 — 2009
Derek Moenter's Morgan Stanley Smith Barney Experience September 2012 - May 2014
Job Service Review Unit at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Morgan Stanley Smith Barney September 2012 - May 2014
Morgan Stanley Smith Barney December 2011 - August 2012
Skills
Microsoft Excel, Customer Service, Microsoft Office, Financial Analysis, PowerPoint, Banking, Strategic Financial..., Microsoft Word, Project Management, Strategic Planning, Risk Management, Investments, Business Analysis, Series 7
Education
The Ohio State University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Morgan Stanley May 2014 - Present
Morgan Stanley Smith Barney September 2012 - May 2014
Morgan Stanley Smith Barney December 2011 - August 2012
Skills
Microsoft Excel, Customer Service, Microsoft Office, Financial Analysis, PowerPoint, Banking, Strategic Financial..., Microsoft Word, Project Management, Strategic Planning, Risk Management, Investments, Business Analysis, Series 7
Education
The Ohio State University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Brent Wagner, CRPC, CRPS's Morgan Stanley Smith Barney Experience February 2010 - November 2011
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch December 2011 - Present
Morgan Stanley Smith Barney February 2010 - November 2011
NatCity Investments 2000 - 2005
Skills
Series 7, Wealth Management, Retirement Planning, Strategic Financial..., Investment Strategies, Mutual Funds, Estate Planning, IRAs, Portfolio Management, Investment Management, 401k
Education
The Ohio State University 1996 — 2002
Bachelor of Science (B.S.), Financial Management
Merrill Lynch December 2011 - Present
Morgan Stanley Smith Barney February 2010 - November 2011
NatCity Investments 2000 - 2005
Skills
Series 7, Wealth Management, Retirement Planning, Strategic Financial..., Investment Strategies, Mutual Funds, Estate Planning, IRAs, Portfolio Management, Investment Management, 401k
Education
The Ohio State University 1996 — 2002
Bachelor of Science (B.S.), Financial Management
Craig Reinert CFP®'s Morgan Stanley Smith Barney Experience May 2008 - October 2012
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2008 - October 2012
Brown Brothers Harriman January 2003 - April 2008
Skills
Portfolio Management, Financial Planning, Investments, Asset Allocation, Equities, Financial Modeling, Fixed Income, Securities, Series 7, Strategic Financial...
Education
The Johns Hopkins University 1998 — 2002
Morgan Stanley Smith Barney May 2008 - October 2012
Brown Brothers Harriman January 2003 - April 2008
Skills
Portfolio Management, Financial Planning, Investments, Asset Allocation, Equities, Financial Modeling, Fixed Income, Securities, Series 7, Strategic Financial...
Education
The Johns Hopkins University 1998 — 2002
Michelle Kellner's Morgan Stanley Smith Barney Experience June 2007 - March 2012
Job Director of Talent and Staffing Services at PCM
Industry Human Resources
Experience
PCM October 2015 - Present
PCM November 2014 - October 2015
Safelite AutoGlass May 2013 - November 2014
Quantum Health March 2012 - April 2013
Morgan Stanley Smith Barney June 2007 - March 2012
Professional Staffing Specialists, Ltd May 2002 - 2010
Internos 2000 - 2002
Initial Staffing 1998 - 2000
AirTouch 1995 - 1997
Skills
Applicant Tracking..., College Recruiting, Talent Acquisition, Onboarding, PeopleSoft, Internet Recruiting, Recruitment Training, Recruiting, Social Networking, Staffing Plans, Interviewing Skills, HR Policies, Technical Recruiting, Temporary Staffing, Program Management, Employee Relations, Interviews, Employee Benefits, Performance Management, New Hire Orientations, Temporary Placement, Training, Management, Human Resources, Personnel Management, Staffing Services, Resume Writing, Executive Search, Contract Recruitment, Leadership, Coaching, Hiring, Career Counseling, Benefits Negotiation, Workforce Planning, Talent Management, Benefits Administration, Sourcing, HRIS, Deferred Compensation, Time Management, Screening, Career Development, Vendor Management, Employer Branding, Employee Engagement, Employee Training, Job Fairs, Putting Out Fires
Education
The Ohio State University
The University of Akron
West Muskingum
PCM October 2015 - Present
PCM November 2014 - October 2015
Safelite AutoGlass May 2013 - November 2014
Quantum Health March 2012 - April 2013
Morgan Stanley Smith Barney June 2007 - March 2012
Professional Staffing Specialists, Ltd May 2002 - 2010
Internos 2000 - 2002
Initial Staffing 1998 - 2000
AirTouch 1995 - 1997
Skills
Applicant Tracking..., College Recruiting, Talent Acquisition, Onboarding, PeopleSoft, Internet Recruiting, Recruitment Training, Recruiting, Social Networking, Staffing Plans, Interviewing Skills, HR Policies, Technical Recruiting, Temporary Staffing, Program Management, Employee Relations, Interviews, Employee Benefits, Performance Management, New Hire Orientations, Temporary Placement, Training, Management, Human Resources, Personnel Management, Staffing Services, Resume Writing, Executive Search, Contract Recruitment, Leadership, Coaching, Hiring, Career Counseling, Benefits Negotiation, Workforce Planning, Talent Management, Benefits Administration, Sourcing, HRIS, Deferred Compensation, Time Management, Screening, Career Development, Vendor Management, Employer Branding, Employee Engagement, Employee Training, Job Fairs, Putting Out Fires
Education
The Ohio State University
The University of Akron
West Muskingum
Alex von Oech's Morgan Stanley Smith Barney Experience May 2006 - August 2006
Job Growth Team Manager at Layer
Industry Online Media
Experience
Layer June 2014 - Present
New Relic, Inc. February 2013 - 2014
Mashery, Inc (Acquired by Intel 4/13) June 2012 - February 2013
Meraki, Inc. (Acquired by Cisco 12/12) August 2010 - June 2012
Oracle Corporation 2009 - 2010
UpTake Networks -- (Acquired by Groupon 12/11) 2007 - 2009
Morgan Stanley Smith Barney May 2006 - August 2006
Skills
Salesforce.com, Strategic Partnerships, SaaS, Lead Generation, Business Development, Direct Sales, Sales, Cloud Computing, Sales Process, Solution Selling, New Business Development, Account Management, Product Management, Strategy, Analytics, Selling, Enterprise Software, Data Center, E-commerce, CRM, Start-ups, Channel Partners, Business Alliances, Sales Operations, Professional Services
Education
University of Southern California - Marshall School of Business 2003 — 2007
BS, Finance & International Business
The Hong Kong University of Science and Technology 2006 — 2006
BS, Finance & International Business
Menlo School
Layer June 2014 - Present
New Relic, Inc. February 2013 - 2014
Mashery, Inc (Acquired by Intel 4/13) June 2012 - February 2013
Meraki, Inc. (Acquired by Cisco 12/12) August 2010 - June 2012
Oracle Corporation 2009 - 2010
UpTake Networks -- (Acquired by Groupon 12/11) 2007 - 2009
Morgan Stanley Smith Barney May 2006 - August 2006
Skills
Salesforce.com, Strategic Partnerships, SaaS, Lead Generation, Business Development, Direct Sales, Sales, Cloud Computing, Sales Process, Solution Selling, New Business Development, Account Management, Product Management, Strategy, Analytics, Selling, Enterprise Software, Data Center, E-commerce, CRM, Start-ups, Channel Partners, Business Alliances, Sales Operations, Professional Services
Education
University of Southern California - Marshall School of Business 2003 — 2007
BS, Finance & International Business
The Hong Kong University of Science and Technology 2006 — 2006
BS, Finance & International Business
Menlo School
Casey Hoover's Morgan Stanley Smith Barney Experience September 2010 - November 2011
Job Physician Contract Analyst
Industry Hospital & Health Care
Experience
Mount Carmel Health System October 2014 - Present
Morgan Stanley Wealth Management March 2014 - October 2014
Proficio Mortgage Ventures, LLC June 2013 - October 2013
JPMorgan Chase November 2011 - April 2013
Morgan Stanley Smith Barney September 2010 - November 2011
Sears Holdings Corporation July 2008 - September 2010
The Ohio State University July 2005 - June 2008
Skills
Banking, Sales, Loans, Investments, Series 7, Mortgage Lending, Financial Services, Mortgage Banking, Customer Service, Loan Origination, Series 63, Software Documentation, Securities, Team Building, Leadership, Management, Customer Satisfaction, Customer Retention, Risk Management, Process Improvement, Analysis, Finance, Credit, Time Management, Auditing, Relationship Management, Team Leadership
Education
The Ohio State University 2003 — 2008
Bachelor of Science, Human Ecology
Mount Carmel Health System October 2014 - Present
Morgan Stanley Wealth Management March 2014 - October 2014
Proficio Mortgage Ventures, LLC June 2013 - October 2013
JPMorgan Chase November 2011 - April 2013
Morgan Stanley Smith Barney September 2010 - November 2011
Sears Holdings Corporation July 2008 - September 2010
The Ohio State University July 2005 - June 2008
Skills
Banking, Sales, Loans, Investments, Series 7, Mortgage Lending, Financial Services, Mortgage Banking, Customer Service, Loan Origination, Series 63, Software Documentation, Securities, Team Building, Leadership, Management, Customer Satisfaction, Customer Retention, Risk Management, Process Improvement, Analysis, Finance, Credit, Time Management, Auditing, Relationship Management, Team Leadership
Education
The Ohio State University 2003 — 2008
Bachelor of Science, Human Ecology
Thomas Everett's Morgan Stanley Smith Barney Experience January 2009 - Present
Job Program Manager at Morgan Stanley Smith Barney
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney January 2009 - Present
JPMorganChase January 2005 - Present
Skills
Program Management, Management, Project Management, Infrastructure, Disaster Recovery, Information Technology, Business Continuity, Mergers & Acquisitions, Business Analysis, Leadership
Education
OHIO STATE 1982 — 1986
Morgan Stanley Smith Barney January 2009 - Present
JPMorganChase January 2005 - Present
Skills
Program Management, Management, Project Management, Infrastructure, Disaster Recovery, Information Technology, Business Continuity, Mergers & Acquisitions, Business Analysis, Leadership
Education
OHIO STATE 1982 — 1986
Alan Ling's Morgan Stanley Smith Barney Experience February 2006 - Present
Job Manager Compliance
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 2006 - Present
Banc of America Investment Services September 2000 - August 2005
American Express Financial Advisors April 2000 - August 2000
Education
The Johns Hopkins University 1997 — 1999
The Ohio State University 1993 — 1997
Morgan Stanley Smith Barney February 2006 - Present
Banc of America Investment Services September 2000 - August 2005
American Express Financial Advisors April 2000 - August 2000
Education
The Johns Hopkins University 1997 — 1999
The Ohio State University 1993 — 1997
Jamie Thornberry, PMP's Morgan Stanley Smith Barney Experience January 2007 - August 2011
Job Country Program Finance & Admin Officer, SCMS
Industry International Affairs
Experience
John Snow Research and Training Institute April 2014 - Present
PFSCM August 2013 - April 2014
Hilton Worldwide December 2012 - May 2013
Pajebal Inc. June 2012 - July 2012
Morgan Stanley Smith Barney January 2007 - August 2011
Zamorano / Escuela Agricola Panamericana June 2005 - December 2006
Men's Health Network March 2004 - June 2005
Peace Corps September 2001 - December 2003
Skills
Spanish, Economic Development, Finance, International..., Impact Assessment, Microfinance, International Relations, Financial Analysis, Research, Strategic Planning, Public Speaking, Data Analysis, Community Development, Corporate Social..., Nonprofits, PowerPoint, Microsoft Office, Policy Analysis, Microsoft Excel, Analysis, Economics, Cross-functional Team..., Fundraising
Education
The George Washington University 2011 — 2013
Master of Arts (M.A.) Latin America & Hemispheric Studies, economic development
University of the Ozarks 1994 — 1998
BS, Marketing
John Snow Research and Training Institute April 2014 - Present
PFSCM August 2013 - April 2014
Hilton Worldwide December 2012 - May 2013
Pajebal Inc. June 2012 - July 2012
Morgan Stanley Smith Barney January 2007 - August 2011
Zamorano / Escuela Agricola Panamericana June 2005 - December 2006
Men's Health Network March 2004 - June 2005
Peace Corps September 2001 - December 2003
Skills
Spanish, Economic Development, Finance, International..., Impact Assessment, Microfinance, International Relations, Financial Analysis, Research, Strategic Planning, Public Speaking, Data Analysis, Community Development, Corporate Social..., Nonprofits, PowerPoint, Microsoft Office, Policy Analysis, Microsoft Excel, Analysis, Economics, Cross-functional Team..., Fundraising
Education
The George Washington University 2011 — 2013
Master of Arts (M.A.) Latin America & Hemispheric Studies, economic development
University of the Ozarks 1994 — 1998
BS, Marketing
Maximus McCann's Morgan Stanley Smith Barney Experience May 2008 - August 2008
Job Lead iOS at Washio
Industry Computer Software
Experience
Washio April 2014 - Present
Krave-n, Inc. April 2012 - May 2014
Bel Air Investment Advisors June 2011 - June 2012
DLZ Holdings August 2010 - September 2011
USC Marshall School of Business, Finance Learning Center September 2010 - May 2011
University of Southern California January 2007 - December 2010
Fenner Hall February 2010 - June 2010
Finance & Banking Society January 2010 - June 2010
The DigiTrust Group, LLC January 2009 - April 2009
Morgan Stanley Smith Barney May 2008 - August 2008
Skills
C++, JavaScript, CSS, HTML, Corporate Finance, Financial Analysis, PowerPoint, Photoshop, Python, Java, PHP, Microsoft Excel, C#, Microsoft Office, Facebook, Matlab, Payment Card Processing, jQuery, Android Development, PCI DSS, REST, Databases, Microsoft Word, Windows, PCI Standards, Swift, iOS, Passed CFA Level I Exam, Backbone.js, Salsa, Bachata
Education
University of Southern California 2006 — 2011
BS, Computer Science/Finance
The Australian National University 2009 — 2010
BS, Exchange Student
Washio April 2014 - Present
Krave-n, Inc. April 2012 - May 2014
Bel Air Investment Advisors June 2011 - June 2012
DLZ Holdings August 2010 - September 2011
USC Marshall School of Business, Finance Learning Center September 2010 - May 2011
University of Southern California January 2007 - December 2010
Fenner Hall February 2010 - June 2010
Finance & Banking Society January 2010 - June 2010
The DigiTrust Group, LLC January 2009 - April 2009
Morgan Stanley Smith Barney May 2008 - August 2008
Skills
C++, JavaScript, CSS, HTML, Corporate Finance, Financial Analysis, PowerPoint, Photoshop, Python, Java, PHP, Microsoft Excel, C#, Microsoft Office, Facebook, Matlab, Payment Card Processing, jQuery, Android Development, PCI DSS, REST, Databases, Microsoft Word, Windows, PCI Standards, Swift, iOS, Passed CFA Level I Exam, Backbone.js, Salsa, Bachata
Education
University of Southern California 2006 — 2011
BS, Computer Science/Finance
The Australian National University 2009 — 2010
BS, Exchange Student
Jane Kapelson's Morgan Stanley Smith Barney Experience August 2004 - December 2011
Job VP Regional Wealth Advisory Consultant, Morgan Stanley Smith Barney
Industry Investment Management
Experience
Morgan Stanley Smith Barney August 2004 - December 2011
JK Consulting 2002 - 2004
Morgan Stanley Dean Witter 1999 - 2002
Morgan Stanley Dean Witter 1998 - 1999
Morgan Stanley Dean Witter 1997 - 1998
Prudential Securities 1993 - 1997
Legg Mason 1992 - 1993
Shearson Lehman Brothers 1989 - 1992
Skills
Risk Management, Retirement Planning, Investments, Wealth Management, Estate Planning, Asset Allocation, Finance, Strategic Financial..., Wealth, Financial Advisory
Education
The George Washington University 1985 — 1989
BA, Speech Communications
Morgan Stanley Smith Barney August 2004 - December 2011
JK Consulting 2002 - 2004
Morgan Stanley Dean Witter 1999 - 2002
Morgan Stanley Dean Witter 1998 - 1999
Morgan Stanley Dean Witter 1997 - 1998
Prudential Securities 1993 - 1997
Legg Mason 1992 - 1993
Shearson Lehman Brothers 1989 - 1992
Skills
Risk Management, Retirement Planning, Investments, Wealth Management, Estate Planning, Asset Allocation, Finance, Strategic Financial..., Wealth, Financial Advisory
Education
The George Washington University 1985 — 1989
BA, Speech Communications
Alexander Baren's Morgan Stanley Smith Barney Experience June 2009 - September 2009
Job Director of Integration and Strategic Planning at Finance of America Holdings
Industry Financial Services
Experience
Finance of America Holdings May 2015 - Present
Nationstar Mortgage January 2014 - May 2015
PwC August 2010 - December 2013
Morgan Stanley Smith Barney June 2009 - September 2009
Fortigent September 2008 - January 2009
Marcus & Millichap May 2008 - August 2008
Katonah Arichitecural Hardware January 2005 - September 2006
Skills
Finance, Banking, Capital Markets, Valuation, Financial Analysis, Due Diligence, Bloomberg, Corporate Finance, Equities, Strategy, Strategic Planning, Business Strategy, Cost Management, Financial Services, Credit, Risk Management, Management
Education
The George Washington University - School of Business 2006 — 2010
BBA, Finance, Cum Laude
The American University of Rome 2009 — 2009
Finance
Finance of America Holdings May 2015 - Present
Nationstar Mortgage January 2014 - May 2015
PwC August 2010 - December 2013
Morgan Stanley Smith Barney June 2009 - September 2009
Fortigent September 2008 - January 2009
Marcus & Millichap May 2008 - August 2008
Katonah Arichitecural Hardware January 2005 - September 2006
Skills
Finance, Banking, Capital Markets, Valuation, Financial Analysis, Due Diligence, Bloomberg, Corporate Finance, Equities, Strategy, Strategic Planning, Business Strategy, Cost Management, Financial Services, Credit, Risk Management, Management
Education
The George Washington University - School of Business 2006 — 2010
BBA, Finance, Cum Laude
The American University of Rome 2009 — 2009
Finance
Lauren Hrosch's Morgan Stanley Smith Barney Experience January 2012 - September 2012
Job Director | Global Stock Plan Services at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management September 2012 - Present
Morgan Stanley Smith Barney January 2012 - September 2012
Morgan Stanley Smith Barney March 2011 - January 2012
Morgan Stanley Smith Barney April 2010 - March 2011
Morgan Stanley Smith Barney January 2009 - April 2010
University Flower Shop August 2006 - January 2009
Citi June 2008 - September 2008
Skills
Series 7, Series 63, Banking, Retirement, Wealth Management, Equities, Process Improvement, Financial Services, Securities, Asset Management, Trading, Risk Management, Mutual Funds, Microsoft Office, Customer Service, Management
Education
The Ohio State University Fisher College of Business 2005 — 2008
BSBA, Finance
Morgan Stanley Wealth Management September 2012 - Present
Morgan Stanley Smith Barney January 2012 - September 2012
Morgan Stanley Smith Barney March 2011 - January 2012
Morgan Stanley Smith Barney April 2010 - March 2011
Morgan Stanley Smith Barney January 2009 - April 2010
University Flower Shop August 2006 - January 2009
Citi June 2008 - September 2008
Skills
Series 7, Series 63, Banking, Retirement, Wealth Management, Equities, Process Improvement, Financial Services, Securities, Asset Management, Trading, Risk Management, Mutual Funds, Microsoft Office, Customer Service, Management
Education
The Ohio State University Fisher College of Business 2005 — 2008
BSBA, Finance
Scott Baugher's Morgan Stanley Smith Barney Experience 1980 - 1982
Job President / Chairman of the Board / CEO at W. S. Wilson Corporation
Industry Investment Management
Experience
W. S. Wilson Corporation May 2010 - Present
Mallet Capital LLC July 2007 - January 2009
Kellogg Partners 2002 - July 2007
Spear, Lead & Kellogg December 1982 - 2002
Morgan Stanley Smith Barney 1980 - 1982
Skills
Hedge Funds, Options, Financial Modeling, Investments, Mergers & Acquisitions, Portfolio Management, Corporate Finance, Capital Markets, Contract Negotiation
Education
The Johns Hopkins University 1977 — 1979
BA, Social and Behavioral Sciences
W. S. Wilson Corporation May 2010 - Present
Mallet Capital LLC July 2007 - January 2009
Kellogg Partners 2002 - July 2007
Spear, Lead & Kellogg December 1982 - 2002
Morgan Stanley Smith Barney 1980 - 1982
Skills
Hedge Funds, Options, Financial Modeling, Investments, Mergers & Acquisitions, Portfolio Management, Corporate Finance, Capital Markets, Contract Negotiation
Education
The Johns Hopkins University 1977 — 1979
BA, Social and Behavioral Sciences
Mitchell Morrison's Morgan Stanley Smith Barney Experience 2004 - 2005
Job Executive Vice President Payson Petroleum
Industry Financial Services
Experience
Financial Literacy Project October 2014 - Present
Charitable Alliance Foundation March 1999 - Present
Financial West Group April 2013 - April 2015
Vertical Capital Markets Group April 2012 - March 2013
undisclosed April 2012 - June 2012
President Paladin Realty Securities June 2010 - July 2011
Vertical Capital Markets Group, LLC October 2008 - September 2010
Hartman Management October 2005 - November 2008
Morgan Stanley Smith Barney 2004 - 2005
Travelers 1996 - 2000
Skills
Registered Fiduciary, Registered Principal, Certified Estate Planner, Securities, Financial Services, Series 7, Series 63, Series 24, Alternative Investments, Investment Advisory, Equities, Mutual Funds, Private Placements, Financial Advisory, Wealth Management, Retirement, Capital Markets, Investments, Investment Banking, Portfolio Management, FINRA, Entrepreneurship, Retirement Planning, Finance, Asset Management, Strategic Financial..., Investment Strategies, IRAs, Asset Allocation, Estate Planning, Fixed Annuities, 401k, Investment Management, Hedge Funds, Bonds, ETFs, Fixed Income, Wealth, Private Equity, Due Diligence, Financial Planning
Education
The George Washington University 1976 — 1978
Master of Science, Forensic Science
University of Southern California 1972 — 1975
B A, Journalism
Financial Literacy Project October 2014 - Present
Charitable Alliance Foundation March 1999 - Present
Financial West Group April 2013 - April 2015
Vertical Capital Markets Group April 2012 - March 2013
undisclosed April 2012 - June 2012
President Paladin Realty Securities June 2010 - July 2011
Vertical Capital Markets Group, LLC October 2008 - September 2010
Hartman Management October 2005 - November 2008
Morgan Stanley Smith Barney 2004 - 2005
Travelers 1996 - 2000
Skills
Registered Fiduciary, Registered Principal, Certified Estate Planner, Securities, Financial Services, Series 7, Series 63, Series 24, Alternative Investments, Investment Advisory, Equities, Mutual Funds, Private Placements, Financial Advisory, Wealth Management, Retirement, Capital Markets, Investments, Investment Banking, Portfolio Management, FINRA, Entrepreneurship, Retirement Planning, Finance, Asset Management, Strategic Financial..., Investment Strategies, IRAs, Asset Allocation, Estate Planning, Fixed Annuities, 401k, Investment Management, Hedge Funds, Bonds, ETFs, Fixed Income, Wealth, Private Equity, Due Diligence, Financial Planning
Education
The George Washington University 1976 — 1978
Master of Science, Forensic Science
University of Southern California 1972 — 1975
B A, Journalism
Gary Berdoff's Morgan Stanley Smith Barney Experience May 2011 - May 2012
Job Retirement Plan Consultant at Berdoff Advisors
Industry Financial Services
Experience
Berdoff Advisors March 2002 - Present
MillenniuM Investment & Retirement Advisors, LLC 2014 - Present
Acuity Wealth Management January 2013 - January 2015
Optimal Capital June 2012 - January 2013
Morgan Stanley Smith Barney May 2011 - May 2012
ExpertPlan January 2010 - May 2011
Retirement Marketing Solutions April 2008 - December 2009
USI Consulting Group March 2007 - April 2008
Berdoff Advisors, LLC March 2002 - February 2007
Guardian Life Insurance Company of America November 1997 - February 2002
Skills
Wealth Management, Series 7, 401k, Retirement Planning, Retirement, Negotiation, Mutual Funds
Education
The Ohio State University
Berdoff Advisors March 2002 - Present
MillenniuM Investment & Retirement Advisors, LLC 2014 - Present
Acuity Wealth Management January 2013 - January 2015
Optimal Capital June 2012 - January 2013
Morgan Stanley Smith Barney May 2011 - May 2012
ExpertPlan January 2010 - May 2011
Retirement Marketing Solutions April 2008 - December 2009
USI Consulting Group March 2007 - April 2008
Berdoff Advisors, LLC March 2002 - February 2007
Guardian Life Insurance Company of America November 1997 - February 2002
Skills
Wealth Management, Series 7, 401k, Retirement Planning, Retirement, Negotiation, Mutual Funds
Education
The Ohio State University
Teresa Huntley's Morgan Stanley Smith Barney Experience January 1996 - August 2004
Job Project Manager
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 1996 - August 2004
Education
The Ohio State University 1986 — 1990
BSBA, Human Resources
Morgan Stanley Smith Barney January 1996 - August 2004
Education
The Ohio State University 1986 — 1990
BSBA, Human Resources
Richard G. Palmer Jr's Morgan Stanley Smith Barney Experience 2009 - 2010
Job Senior Level Operations Management Executive
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2009 - 2010
Discover Financial Services January 1995 - December 2008
Discover Financial Services 1991 - 1994
Skills
Call Center, Customer Relations, Performance Management, Customer Service, Budgeting, Team Building, Operations Management, Process Improvement, Problem Solving, Business Strategy, Strategic Planning, Business Analysis, Budgets, Management, Leadership, Program Management, Change Management, Call Centers, Strategy, Financial Services
Education
General Securities Representative Examination
Series 7, 66, 31
The George Washington University
Graduate Studies Program
University of Baltimore
Bachelor of Science (B.S.), Finance, General
Morgan Stanley Smith Barney 2009 - 2010
Discover Financial Services January 1995 - December 2008
Discover Financial Services 1991 - 1994
Skills
Call Center, Customer Relations, Performance Management, Customer Service, Budgeting, Team Building, Operations Management, Process Improvement, Problem Solving, Business Strategy, Strategic Planning, Business Analysis, Budgets, Management, Leadership, Program Management, Change Management, Call Centers, Strategy, Financial Services
Education
General Securities Representative Examination
Series 7, 66, 31
The George Washington University
Graduate Studies Program
University of Baltimore
Bachelor of Science (B.S.), Finance, General
Hamilton Clark's Morgan Stanley Smith Barney Experience March 2010 - November 2011
Job Financial Planning Analyst at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services November 2014 - Present
Morgan Stanley November 2011 - November 2014
Morgan Stanley Smith Barney March 2010 - November 2011
Parker Tide Corp September 2009 - March 2010
Corporate Executive Board September 2007 - December 2008
Education
The George Washington University - School of Business 2010 — 2012
MBA, Finance
Vanderbilt University 2004 — 2007
BA, Political Science (International Relations)
Edelman Financial Services November 2014 - Present
Morgan Stanley November 2011 - November 2014
Morgan Stanley Smith Barney March 2010 - November 2011
Parker Tide Corp September 2009 - March 2010
Corporate Executive Board September 2007 - December 2008
Education
The George Washington University - School of Business 2010 — 2012
MBA, Finance
Vanderbilt University 2004 — 2007
BA, Political Science (International Relations)
Rami Zeidan's Morgan Stanley Smith Barney Experience May 2008 - August 2008
Job Director, Hotel Acquisitions at The Sydell Group
Industry Investment Management
Experience
The Sydell Group October 2014 - Present
Starwood Capital Group March 2013 - Present
Starwood Capital Group November 2011 - Present
Deutsche Bank Securities June 2010 - November 2011
HG Vora Capital Management May 2009 - September 2009
Charles Street Partners, LLC May 2008 - May 2009
Marshal Salant Investment Team 2008 - 2009
Morgan Stanley Smith Barney May 2008 - August 2008
Skills
Valuation, Bloomberg, Fixed Income, Financial Modeling, Equities, Investments, Asset Managment, Hedge Funds, Private Equity, Financial Analysis, Investment Banking, Capital Markets, Alternative Investments, Structured Finance
Education
London School of Economics and Political Science 2009 — 2010
Finance
The Johns Hopkins University 2006 — 2009
Bachelor of Arts (B.A.), Financial Economics
The Sydell Group October 2014 - Present
Starwood Capital Group March 2013 - Present
Starwood Capital Group November 2011 - Present
Deutsche Bank Securities June 2010 - November 2011
HG Vora Capital Management May 2009 - September 2009
Charles Street Partners, LLC May 2008 - May 2009
Marshal Salant Investment Team 2008 - 2009
Morgan Stanley Smith Barney May 2008 - August 2008
Skills
Valuation, Bloomberg, Fixed Income, Financial Modeling, Equities, Investments, Asset Managment, Hedge Funds, Private Equity, Financial Analysis, Investment Banking, Capital Markets, Alternative Investments, Structured Finance
Education
London School of Economics and Political Science 2009 — 2010
Finance
The Johns Hopkins University 2006 — 2009
Bachelor of Arts (B.A.), Financial Economics
Andrew Carnevale's Morgan Stanley Smith Barney Experience November 2011 - June 2012
Job Advisor Services Associate at Aberdeen Asset Management
Industry Financial Services
Experience
Aberdeen Asset Management May 2014 - Present
Janney Montgomery Scott June 2012 - April 2014
Morgan Stanley Smith Barney November 2011 - June 2012
CBC Settlement Funding, LLC September 2010 - November 2011
Coventry First, LLC August 2007 - September 2010
Skills
Series 7, Series 66, Wealth Management, Financial Advisory, Asset Allocation, Retirement Planning, Life Insurance, Fixed Annuities, Variable Annuities, Uniform Combined State..., Finance, Financial Services, Strategic Financial...
Education
The Catholic University of America 2003 — 2007
Bachelor of Science, Business Administration (Finance)
Aberdeen Asset Management May 2014 - Present
Janney Montgomery Scott June 2012 - April 2014
Morgan Stanley Smith Barney November 2011 - June 2012
CBC Settlement Funding, LLC September 2010 - November 2011
Coventry First, LLC August 2007 - September 2010
Skills
Series 7, Series 66, Wealth Management, Financial Advisory, Asset Allocation, Retirement Planning, Life Insurance, Fixed Annuities, Variable Annuities, Uniform Combined State..., Finance, Financial Services, Strategic Financial...
Education
The Catholic University of America 2003 — 2007
Bachelor of Science, Business Administration (Finance)
Alan Seffens's Morgan Stanley Smith Barney Experience May 2002 - Present
Job Unavailable
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2002 - Present
Education
The Ohio State University - The Max M. Fisher College of Business 1975 — 1979
B.S., Business
Morgan Stanley Smith Barney May 2002 - Present
Education
The Ohio State University - The Max M. Fisher College of Business 1975 — 1979
B.S., Business
Judy Clare's Morgan Stanley Smith Barney Experience December 2005 - February 2013
Job Vice President; MS Online Risk Manager at Morgan Stanley
Industry Banking
Experience
Morgan Stanley December 2014 - Present
Morgan Stanley February 2013 - December 2014
Morgan Stanley Smith Barney December 2005 - February 2013
Barclays 2002 - 2005
Merrill Lynch March 2001 - November 2001
J.P. Morgan 1999 - 2001
J.P. Morgan 1996 - 1999
Skills
Wealth Management, Capital Markets, Securities, Fixed Income, Equities, Financial Services, Hedge Funds, Business Analysis, Series 63, Portfolio Management, Finance, Management, Risk Management, Financial Risk, Operational Risk, Credit Risk, Alternative Investments, Series 7, Banking, Strategy, Mutual Funds, Vendor Management, Asset Management
Education
New York University - Leonard N. Stern School of Business
MBA, International Business, Finance, Marketing
The George Washington University
Bachelor of Accountancy, Accounting
Morgan Stanley December 2014 - Present
Morgan Stanley February 2013 - December 2014
Morgan Stanley Smith Barney December 2005 - February 2013
Barclays 2002 - 2005
Merrill Lynch March 2001 - November 2001
J.P. Morgan 1999 - 2001
J.P. Morgan 1996 - 1999
Skills
Wealth Management, Capital Markets, Securities, Fixed Income, Equities, Financial Services, Hedge Funds, Business Analysis, Series 63, Portfolio Management, Finance, Management, Risk Management, Financial Risk, Operational Risk, Credit Risk, Alternative Investments, Series 7, Banking, Strategy, Mutual Funds, Vendor Management, Asset Management
Education
New York University - Leonard N. Stern School of Business
MBA, International Business, Finance, Marketing
The George Washington University
Bachelor of Accountancy, Accounting
David Raymon's Morgan Stanley Smith Barney Experience August 2005 - July 2012
Job Vice President Financial Consultant at Charles Schwab & Co., Inc. / Charles Schwab Bank
Industry Financial Services
Experience
Charles Schwab & Co., Inc. / Charles Schwab Bank July 2012 - Present
Morgan Stanley Smith Barney August 2005 - July 2012
Education
The George Washington University - School of Business
MBA, Finance
The University of Georgia
BA
Charles Schwab & Co., Inc. / Charles Schwab Bank July 2012 - Present
Morgan Stanley Smith Barney August 2005 - July 2012
Education
The George Washington University - School of Business
MBA, Finance
The University of Georgia
BA
Mike Carbajal's Morgan Stanley Smith Barney Experience December 2009 - May 2012
Job Brokerage Services Manager at Invest Financial
Industry Financial Services
Experience
Invest Financial November 2013 - Present
Invest Financial January 2013 - November 2013
Invest Financial May 2012 - January 2013
Morgan Stanley Smith Barney December 2009 - May 2012
Morgan Stanley Smith Barney February 2008 - December 2009
Skills
Investments, Finance, Management, Customer Service, Sales, Equities, Series 7, Securities, Leadership, Microsoft Office
Education
The Citadel 1999 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
H.B. Plant
Invest Financial November 2013 - Present
Invest Financial January 2013 - November 2013
Invest Financial May 2012 - January 2013
Morgan Stanley Smith Barney December 2009 - May 2012
Morgan Stanley Smith Barney February 2008 - December 2009
Skills
Investments, Finance, Management, Customer Service, Sales, Equities, Series 7, Securities, Leadership, Microsoft Office
Education
The Citadel 1999 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
H.B. Plant
Jordan Salins's Morgan Stanley Smith Barney Experience June 2008 - August 2008
Job Financial Analyst, Stout Risius Ross
Industry Financial Services
Experience
Stout Risius Ross February 2015 - Present
Northern Trust May 2012 - January 2015
The Hanover Insurance Group June 2010 - April 2012
Morgan Stanley Smith Barney June 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Business Analysis, Intellectual Property, Data Analysis, Building Relationships, Financial Reporting, Investments, Strategic Planning, Asset Allocation, Bloomberg Terminal, Bloomberg, Finance, Hedge Funds, Six Sigma
Education
University of Michigan 2006 — 2010
Bachelor of Arts (B.A.), Major: Economics, Minor: Asian Studies
The George Washington University - School of Business 2010 — 2012
University of Oxford 2009 — 2009
Medieval and Renaissance Studies
Stout Risius Ross February 2015 - Present
Northern Trust May 2012 - January 2015
The Hanover Insurance Group June 2010 - April 2012
Morgan Stanley Smith Barney June 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Business Analysis, Intellectual Property, Data Analysis, Building Relationships, Financial Reporting, Investments, Strategic Planning, Asset Allocation, Bloomberg Terminal, Bloomberg, Finance, Hedge Funds, Six Sigma
Education
University of Michigan 2006 — 2010
Bachelor of Arts (B.A.), Major: Economics, Minor: Asian Studies
The George Washington University - School of Business 2010 — 2012
University of Oxford 2009 — 2009
Medieval and Renaissance Studies
Jim Ayres, CAIA's Morgan Stanley Smith Barney Experience March 1993 - May 2004
Job Chief Investment Officer at Pacific Portfolio Consulting
Industry Financial Services
Experience
Pacific Portfolio Consulting October 2013 - Present
Pacific Portfolio Consulting May 2004 - October 2013
Morgan Stanley Smith Barney March 1993 - May 2004
Skills
Asset Allocation, Alternative Investments, Investment Strategies, Investment Management, Investment Advisory, Wealth Management, Investments, Asset Management, Equities, Mutual Funds
Education
The George Washington University - School of Business 1991 — 1992
MBA, International Banking & Finance
The George Washington University - School of Business 1987 — 1991
BBA, International Business
Pacific Portfolio Consulting October 2013 - Present
Pacific Portfolio Consulting May 2004 - October 2013
Morgan Stanley Smith Barney March 1993 - May 2004
Skills
Asset Allocation, Alternative Investments, Investment Strategies, Investment Management, Investment Advisory, Wealth Management, Investments, Asset Management, Equities, Mutual Funds
Education
The George Washington University - School of Business 1991 — 1992
MBA, International Banking & Finance
The George Washington University - School of Business 1987 — 1991
BBA, International Business
Andrew Kellar's Morgan Stanley Smith Barney Experience November 2010 - April 2011
Job Trading Operations, and Portfolio Operations Administrator
Industry Financial Services
Experience
Sprott Global Resource Investment Ltd. April 2011 - Present
Morgan Stanley Smith Barney November 2010 - April 2011
CollisionSync, LLC September 2010 - December 2010
Skills
Trading, Trading Systems, Bloomberg, Equities, Series 7, Bloomberg Terminal, Series 55, Advent Systems, Advent Moxy
Education
The Johns Hopkins University 2006 — 2010
BA, Economics
Damascus High School 2002 — 2006
Diploma
Sprott Global Resource Investment Ltd. April 2011 - Present
Morgan Stanley Smith Barney November 2010 - April 2011
CollisionSync, LLC September 2010 - December 2010
Skills
Trading, Trading Systems, Bloomberg, Equities, Series 7, Bloomberg Terminal, Series 55, Advent Systems, Advent Moxy
Education
The Johns Hopkins University 2006 — 2010
BA, Economics
Damascus High School 2002 — 2006
Diploma
Louis Diamond's Morgan Stanley Smith Barney Experience 2010 - 2010
Job Consultant at Diamond Consultants, Nationally Recognized Financial Services Search and Consulting Firm
Industry Financial Services
Experience
Diamond Consultants May 2015 - Present
EY August 2013 - May 2015
EY June 2012 - August 2012
Calvert Investments May 2011 - August 2011
RHI Executive Search 2010 - May 2011
Morgan Stanley Smith Barney 2010 - 2010
UBS Wealth Management 2008 - 2009
Skills
Financial Recruiting, Strategic Consulting, Recruiting, Analysis, Financial Analysis, Business Development, Financial Modeling, Financial Services, Finance, Microsoft Excel, Microsoft Office, Research, Economics, Valuation, Investments, PowerPoint, Bloomberg, Equities, Equity Research, Data Analysis, Consulting, Entrepreneurship
Education
The George Washington University - School of Business 2009 — 2013
BBA, Finance and International Business
Diamond Consultants May 2015 - Present
EY August 2013 - May 2015
EY June 2012 - August 2012
Calvert Investments May 2011 - August 2011
RHI Executive Search 2010 - May 2011
Morgan Stanley Smith Barney 2010 - 2010
UBS Wealth Management 2008 - 2009
Skills
Financial Recruiting, Strategic Consulting, Recruiting, Analysis, Financial Analysis, Business Development, Financial Modeling, Financial Services, Finance, Microsoft Excel, Microsoft Office, Research, Economics, Valuation, Investments, PowerPoint, Bloomberg, Equities, Equity Research, Data Analysis, Consulting, Entrepreneurship
Education
The George Washington University - School of Business 2009 — 2013
BBA, Finance and International Business
Kristin Chappa's Morgan Stanley Smith Barney Experience November 2003 - January 2012
Job Executive/Research Assistant at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust June 2013 - Present
Chilton Investment Company March 2012 - June 2013
Morgan Stanley Smith Barney November 2003 - January 2012
Skills
Series 7, Asset Management, Investments, Fixed Income, Securities, Series 63, Alternative Investments, Asset Allocation, Portfolio Management, Retirement Planning, Mutual Funds, Financial Services
Education
School name: 1999 — 2003
Bachelor Business Administration, Finance, Art History
The George Washington University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
Bessemer Trust June 2013 - Present
Chilton Investment Company March 2012 - June 2013
Morgan Stanley Smith Barney November 2003 - January 2012
Skills
Series 7, Asset Management, Investments, Fixed Income, Securities, Series 63, Alternative Investments, Asset Allocation, Portfolio Management, Retirement Planning, Mutual Funds, Financial Services
Education
School name: 1999 — 2003
Bachelor Business Administration, Finance, Art History
The George Washington University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
Adam Calhoun's Morgan Stanley Smith Barney Experience March 2010 - Present
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2010 - Present
Education
The Ohio State University 2005 — 2009
BS, Financial Planning
Morgan Stanley Smith Barney March 2010 - Present
Education
The Ohio State University 2005 — 2009
BS, Financial Planning
Solomon Miller's Morgan Stanley Smith Barney Experience May 2012 - Present
Job Market Analyst at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2012 - Present
Fannie Mae February 2010 - August 2012
Skills
Analytics, Financial Modeling, Fixed Income, Forecasting, Valuation
Education
The George Washington University 2005 — 2009
Bachelor of Arts, Political Science
Morgan Stanley Smith Barney May 2012 - Present
Fannie Mae February 2010 - August 2012
Skills
Analytics, Financial Modeling, Fixed Income, Forecasting, Valuation
Education
The George Washington University 2005 — 2009
Bachelor of Arts, Political Science
Jonathan Zipp's Morgan Stanley Smith Barney Experience June 2009 - October 2014
Job Seeking opportunities in financial services operations, client service, process automation, sales and teaching
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2009 - October 2014
Citigroup 2005 - 2009
Legg Mason February 1997 - December 2005
The Johns Hopkins University February 1993 - August 1996
Macy's September 1991 - September 1992
The Baltimore Sun January 1981 - May 1991
Skills
Client Services, Project Management, Automation, Client Development, Databases, Organizational..., Cost Management, Finance, Investment Strategies, Asset Management, Financial Services, Sales
Education
The Johns Hopkins University 1987 — 1991
BA, Spanish, English, History
st. paul's school for boys 1982 — 1986
College Preparatory, College Preparatory
Morgan Stanley Smith Barney June 2009 - October 2014
Citigroup 2005 - 2009
Legg Mason February 1997 - December 2005
The Johns Hopkins University February 1993 - August 1996
Macy's September 1991 - September 1992
The Baltimore Sun January 1981 - May 1991
Skills
Client Services, Project Management, Automation, Client Development, Databases, Organizational..., Cost Management, Finance, Investment Strategies, Asset Management, Financial Services, Sales
Education
The Johns Hopkins University 1987 — 1991
BA, Spanish, English, History
st. paul's school for boys 1982 — 1986
College Preparatory, College Preparatory
Michael C. Scotto's Morgan Stanley Smith Barney Experience June 2009 - July 2009
Job Registered Associate
Industry Financial Services
Experience
Morgan Stanley July 2010 - Present
Catholic University of America September 2009 - December 2010
Morgan Stanley Smith Barney June 2009 - July 2009
Skills
Research, Series 7, Series 66, Series 3, Wealth Management
Education
The Catholic University of America 2006 — 2010
BSBA, Finance
St. Rose High School
Morgan Stanley July 2010 - Present
Catholic University of America September 2009 - December 2010
Morgan Stanley Smith Barney June 2009 - July 2009
Skills
Research, Series 7, Series 66, Series 3, Wealth Management
Education
The Catholic University of America 2006 — 2010
BSBA, Finance
St. Rose High School
George Sawabini's Morgan Stanley Smith Barney Experience May 2000 - August 2001
Job Senior Financial Analyst at Lockheed Martin
Industry Information Technology and Services
Experience
LOCKHEED MARTIN CORPORATION May 2009 - Present
LOCKHEED MARTIN CORPORATION January 2006 - April 2009
HILL INTERNATIONAL February 2004 - September 2005
WOODFORD WINTER CONSTRUCTION LTD October 2001 - January 2004
Morgan Stanley Smith Barney May 2000 - August 2001
Merrill Lynch November 1999 - May 2000
Education
The George Washington University
Master of Science; M.S.F, Finance
The George Washington University
Bachelor of Business Administration (B.B.A), Finance & Marketing
LOCKHEED MARTIN CORPORATION May 2009 - Present
LOCKHEED MARTIN CORPORATION January 2006 - April 2009
HILL INTERNATIONAL February 2004 - September 2005
WOODFORD WINTER CONSTRUCTION LTD October 2001 - January 2004
Morgan Stanley Smith Barney May 2000 - August 2001
Merrill Lynch November 1999 - May 2000
Education
The George Washington University
Master of Science; M.S.F, Finance
The George Washington University
Bachelor of Business Administration (B.B.A), Finance & Marketing
John Weinstein, CFP(R), MBA's Morgan Stanley Smith Barney Experience May 1998 - April 2012
Job CASA Court Appointed Special Advocate for foster children at Voices for Children of San iego
Industry Financial Services
Experience
Decision Investments April 2012 - Present
Voices for Children of San Diego July 2008 - Present
La Jolla Town Council March 2009 - September 2012
Morgan Stanley Smith Barney May 1998 - April 2012
Skills
Management, Portfolio Management, Public Speaking, Networking, Finance, Marketing, Investments, Strategic Planning, Social Media Marketing, Event Planning, Leadership, Social Media
Education
The George Washington University 1982 — 1983
MBA, Business
The George Washington University - School of Business 1982 — 1983
MBA, BUSINESS - MARKETING
Decision Investments April 2012 - Present
Voices for Children of San Diego July 2008 - Present
La Jolla Town Council March 2009 - September 2012
Morgan Stanley Smith Barney May 1998 - April 2012
Skills
Management, Portfolio Management, Public Speaking, Networking, Finance, Marketing, Investments, Strategic Planning, Social Media Marketing, Event Planning, Leadership, Social Media
Education
The George Washington University 1982 — 1983
MBA, Business
The George Washington University - School of Business 1982 — 1983
MBA, BUSINESS - MARKETING
Peter Swerz's Morgan Stanley Smith Barney Experience June 2010 - Present
Job Associate at Jefferies LLC
Industry Investment Banking
Experience
Jefferies & Company June 2012 - Present
Morgan Stanley Smith Barney June 2010 - Present
Skills
Fixed Income, Trading, Series 7
Education
The Johns Hopkins University 2007 — 2011
Jefferies & Company June 2012 - Present
Morgan Stanley Smith Barney June 2010 - Present
Skills
Fixed Income, Trading, Series 7
Education
The Johns Hopkins University 2007 — 2011
Myles Burstein's Morgan Stanley Smith Barney Experience October 2010 - December 2011
Job Law Clerk at Friedman, Rodman & Frank
Industry Financial Services
Experience
Friedman, Rodman & Frank January 2014 - May 2015
Rialto Mortgage Finance June 2014 - August 2014
Legal Services of Greater Miami, Inc. June 2013 - August 2013
IRA Financial Group June 2012 - August 2012
Morgan Stanley Smith Barney October 2010 - December 2011
AVATAR REAL ESTATE May 2010 - August 2010
University of Miami May 2009 - August 2009
Skills
Real Estate, Finance, PowerPoint, Portfolio Management
Education
University of Miami School of Law 2012 — 2015
The George Washington University - School of Business 2008 — 2012
Bachelor of Business Administration, Sports Management
The George Washington University - School of Business 2009 — 2010
GULLIVER PREPARATORY
Diploma
GULLIVER PREPATORY
The George Washington University
Accounting, Statistics, Economics, International Business, Information Systems, Marketing
The George Washington University - School of Business
Bachelor of Business Administration, Sports Management
Friedman, Rodman & Frank January 2014 - May 2015
Rialto Mortgage Finance June 2014 - August 2014
Legal Services of Greater Miami, Inc. June 2013 - August 2013
IRA Financial Group June 2012 - August 2012
Morgan Stanley Smith Barney October 2010 - December 2011
AVATAR REAL ESTATE May 2010 - August 2010
University of Miami May 2009 - August 2009
Skills
Real Estate, Finance, PowerPoint, Portfolio Management
Education
University of Miami School of Law 2012 — 2015
The George Washington University - School of Business 2008 — 2012
Bachelor of Business Administration, Sports Management
The George Washington University - School of Business 2009 — 2010
GULLIVER PREPARATORY
Diploma
GULLIVER PREPATORY
The George Washington University
Accounting, Statistics, Economics, International Business, Information Systems, Marketing
The George Washington University - School of Business
Bachelor of Business Administration, Sports Management
Anssy Okoebor's Morgan Stanley Smith Barney Experience February 1996 - December 2004
Job Business Development Manager at Experis
Industry Information Technology and Services
Experience
Experis 2012 - Present
AT&T / Xerox 2007 - 2011
Employee Benefits Consultants, LLC 2004 - 2007
Morgan Stanley Smith Barney February 1996 - December 2004
Skills
Business Development, Finance, Management, Business Process, Financial Services, Consulting, Auditing, New Business Development, Internal Controls, Sales, Accounting, @Risk, Governance, Leadership, International Tax, Corporate Accounting..., Human Resources, Sales Process, Financial Risk, Program Management, Strategic Planning, Tax, Salesforce.com, Risk Advisory Services, Internal audit plan, IRS Tax Audit, Tax Automation, Transfer Tax, Information Security..., Business Systems...
Education
University of Wisconsin-Whitewater 1980 — 1983
BA-, Economics
London School of Economics and Political Science, U. of London 1978 — 1980
Associate's degree, Economics
Experis 2012 - Present
AT&T / Xerox 2007 - 2011
Employee Benefits Consultants, LLC 2004 - 2007
Morgan Stanley Smith Barney February 1996 - December 2004
Skills
Business Development, Finance, Management, Business Process, Financial Services, Consulting, Auditing, New Business Development, Internal Controls, Sales, Accounting, @Risk, Governance, Leadership, International Tax, Corporate Accounting..., Human Resources, Sales Process, Financial Risk, Program Management, Strategic Planning, Tax, Salesforce.com, Risk Advisory Services, Internal audit plan, IRS Tax Audit, Tax Automation, Transfer Tax, Information Security..., Business Systems...
Education
University of Wisconsin-Whitewater 1980 — 1983
BA-, Economics
London School of Economics and Political Science, U. of London 1978 — 1980
Associate's degree, Economics
Steve Mangiacotti's Morgan Stanley Smith Barney Experience October 2008 - December 2014
Job Sales Consultant at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments January 2015 - Present
Irvington Fire Department July 2002 - Present
Morgan Stanley Smith Barney October 2008 - December 2014
Skills
Series 7, Wealth Management, Investments, Equities, Retirement Planning, Mutual Funds, Fixed Income, Series 63, Portfolio Management, Strategic Financial..., Asset Managment, Asset Allocation, Financial Analysis, Bloomberg, Microsoft Excel
Education
The Ohio State University 2003 — 2007
BA, Political Science
New York Life & MainStay Investments January 2015 - Present
Irvington Fire Department July 2002 - Present
Morgan Stanley Smith Barney October 2008 - December 2014
Skills
Series 7, Wealth Management, Investments, Equities, Retirement Planning, Mutual Funds, Fixed Income, Series 63, Portfolio Management, Strategic Financial..., Asset Managment, Asset Allocation, Financial Analysis, Bloomberg, Microsoft Excel
Education
The Ohio State University 2003 — 2007
BA, Political Science
Bret Ingle's Morgan Stanley Smith Barney Experience March 2011 - November 2011
Job Financial Analyst at Olshan Properties, formerly MPI
Industry Financial Services
Experience
Olshan Properties, formerly MPI October 2013 - Present
Lifestyle Communities March 2013 - October 2013
Lancaster Pollard November 2011 - March 2013
Morgan Stanley Smith Barney March 2011 - November 2011
Morgan Stanley Smith Barney March 2010 - March 2011
Enterprise Rent-A-Car May 2007 - September 2007
Skills
Investments, Asset Management, Series 7, Financial Planning, Financial Analysis, Databases, Data Analysis, Data Mining, Accounting, Account Management, Account Reconciliation, Financial Reporting, Financial Modeling, Financial Accounting, MBA, Series 63, Microsoft Excel, Access, Customer Service, Customer Oriented, Highly detail oriented, Real Estate Economics, Strategic Financial...
Education
Keller Graduate School of Management 2010 — 2012
Masters of Accounting and Financial Management, Finance, Accounting, 3.87
The Ohio State University - The Max M. Fisher College of Business 2004 — 2008
Bachelors, Finance, Real Estate, 3.4
Olshan Properties, formerly MPI October 2013 - Present
Lifestyle Communities March 2013 - October 2013
Lancaster Pollard November 2011 - March 2013
Morgan Stanley Smith Barney March 2011 - November 2011
Morgan Stanley Smith Barney March 2010 - March 2011
Enterprise Rent-A-Car May 2007 - September 2007
Skills
Investments, Asset Management, Series 7, Financial Planning, Financial Analysis, Databases, Data Analysis, Data Mining, Accounting, Account Management, Account Reconciliation, Financial Reporting, Financial Modeling, Financial Accounting, MBA, Series 63, Microsoft Excel, Access, Customer Service, Customer Oriented, Highly detail oriented, Real Estate Economics, Strategic Financial...
Education
Keller Graduate School of Management 2010 — 2012
Masters of Accounting and Financial Management, Finance, Accounting, 3.87
The Ohio State University - The Max M. Fisher College of Business 2004 — 2008
Bachelors, Finance, Real Estate, 3.4
Stacia Sabins's Morgan Stanley Smith Barney Experience December 2010 - February 2013
Job Global Wealth Management Operations
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
J.P. Morgan February 2013 - May 2014
Morgan Stanley Smith Barney December 2010 - February 2013
Tower Wireless LTD. January 2009 - February 2010
EXPRESS June 2008 - December 2008
Skills
Customer Service, Microsoft Office, Project Management, Microsoft Excel, Microsoft Word, Time Management, Leadership Development, Process Improvement
Education
The Ohio State University 2006 — 2010
Bachelor of Arts, Strategic Communication
Morgan Stanley May 2014 - Present
J.P. Morgan February 2013 - May 2014
Morgan Stanley Smith Barney December 2010 - February 2013
Tower Wireless LTD. January 2009 - February 2010
EXPRESS June 2008 - December 2008
Skills
Customer Service, Microsoft Office, Project Management, Microsoft Excel, Microsoft Word, Time Management, Leadership Development, Process Improvement
Education
The Ohio State University 2006 — 2010
Bachelor of Arts, Strategic Communication
John D Kelly's Morgan Stanley Smith Barney Experience April 1999 - September 2010
Job First Vice President Investments at UBS WM Americas
Industry Financial Services
Experience
UBS Financial Services September 2010 - Present
Morgan Stanley Smith Barney April 1999 - September 2010
Skills
Retirement Planning, Credit Unions, Insurance Planning, Estate Planning
Education
The Catholic University of America 1984 — 1988
B.A., Financial Management
UBS Financial Services September 2010 - Present
Morgan Stanley Smith Barney April 1999 - September 2010
Skills
Retirement Planning, Credit Unions, Insurance Planning, Estate Planning
Education
The Catholic University of America 1984 — 1988
B.A., Financial Management
chester coffin's Morgan Stanley Smith Barney Experience
Job Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Smith Barney
Skills
Series 7, Series 63, Mutual Funds, Wealth Management, Asset Allocation, Insurance, Uniform Combined State..., Microsoft Excel, Outlook, Administrative..., Investments, Retirement Planning, Access, Asset Management, FINRA, PowerPoint, Customer Service, Microsoft Office, Financial Analysis, Finance
Education
The Citadel
Bachelor of Arts (BA), History
Morgan Stanley Smith Barney
Skills
Series 7, Series 63, Mutual Funds, Wealth Management, Asset Allocation, Insurance, Uniform Combined State..., Microsoft Excel, Outlook, Administrative..., Investments, Retirement Planning, Access, Asset Management, FINRA, PowerPoint, Customer Service, Microsoft Office, Financial Analysis, Finance
Education
The Citadel
Bachelor of Arts (BA), History
Christopher Sobecki's Morgan Stanley Smith Barney Experience 2010 - 2012
Job Supervision Officer at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase 2012 - Present
Morgan Stanley Smith Barney 2010 - 2012
Morgan Stanley Smith Barney 2008 - 2010
Morgan Stanley 2007 - 2008
Scioto Country Club 2005 - 2006
Skills
Series 7, Series 66, Series 9, Series 10, Series 24, Uniform Combined State..., FINRA, Mutual Funds, Series 63, Securities, Wealth Management, Equities, Financial Services, Fixed Income, Investments
Education
The Ohio State University
International Studies, World Economies & Business
JPMorgan Chase 2012 - Present
Morgan Stanley Smith Barney 2010 - 2012
Morgan Stanley Smith Barney 2008 - 2010
Morgan Stanley 2007 - 2008
Scioto Country Club 2005 - 2006
Skills
Series 7, Series 66, Series 9, Series 10, Series 24, Uniform Combined State..., FINRA, Mutual Funds, Series 63, Securities, Wealth Management, Equities, Financial Services, Fixed Income, Investments
Education
The Ohio State University
International Studies, World Economies & Business
John Kronour's Morgan Stanley Smith Barney Experience April 2008 - October 2009
Job Vice President External Advisor Consultant at PIMCO
Industry Financial Services
Experience
PIMCO Investments October 2009 - Present
Morgan Stanley Smith Barney April 2008 - October 2009
Northwestern Mutual September 2006 - December 2008
Skills
Mutual Funds, ETFs, Series 63, Series 7, Separately Managed..., Financial Advisory, Asset Allocation, FINRA, Life Insurance, Alternative Investments, Fixed Annuities, Investment Strategies, Wealth, Finance, Series 6
Education
The Ohio State University 2004 — 2008
Consumer and Family Financial Services, Financial Managment
PIMCO Investments October 2009 - Present
Morgan Stanley Smith Barney April 2008 - October 2009
Northwestern Mutual September 2006 - December 2008
Skills
Mutual Funds, ETFs, Series 63, Series 7, Separately Managed..., Financial Advisory, Asset Allocation, FINRA, Life Insurance, Alternative Investments, Fixed Annuities, Investment Strategies, Wealth, Finance, Series 6
Education
The Ohio State University 2004 — 2008
Consumer and Family Financial Services, Financial Managment
Jeff Theroux's Morgan Stanley Smith Barney Experience June 2001 - February 2013
Job RETIRED
Industry Financial Services
Experience
Retired and enjoying time to pursue personal interests and family June 2014 - Present
Time Financial February 2013 - Present
Morgan Stanley Smith Barney June 2001 - February 2013
Wells Fargo May 1998 - June 2001
Skills
Equities, Series 7
Education
The American College
Chartered Life Underwriter (CLU)
University of Minnesota-Twin Cities
Biology, General
Retired and enjoying time to pursue personal interests and family June 2014 - Present
Time Financial February 2013 - Present
Morgan Stanley Smith Barney June 2001 - February 2013
Wells Fargo May 1998 - June 2001
Skills
Equities, Series 7
Education
The American College
Chartered Life Underwriter (CLU)
University of Minnesota-Twin Cities
Biology, General
Peter DeArcangelis's Morgan Stanley Smith Barney Experience September 1980 - August 2009
Job Managing Director Investment Officer; PIM Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2009 - Present
Morgan Stanley Smith Barney September 1980 - August 2009
Skills
Uniform Combined State..., Retirement Planning, Wealth Management, 529 Plans, 401k Rollovers, Separately Managed..., Municipal Bonds, Asset Allocation, High Net Worth..., Trading, Investment Strategies, Life Insurance, Financial Advisory, Capital Markets, Mutual Funds, Equity Trading, Securities, Retirement, Derivatives, Variable Annuities, Fixed Annuities, Equities, Long Term Care Insurance, Insurance, ETFs, Investment Management, Wealth, Wealth Management..., Investments, Saving for Education, Asset Managment, Estate Planning, Bonds, Long-term Care, Hedge Funds, Retirement Plan..., Alternative Investments, 401k, Financial Services, Life & Health Insurance..., IRAs, Roth IRA, Portfolio Management
Education
The George Washington University 1973 — 1975
Master's degree, International Business, 3.7
Towson University 1969 — 1973
Bachelor's degree, International economics and political science, 3.3
towson high school 1966 — 1969
Wells Fargo Advisors, LLC August 2009 - Present
Morgan Stanley Smith Barney September 1980 - August 2009
Skills
Uniform Combined State..., Retirement Planning, Wealth Management, 529 Plans, 401k Rollovers, Separately Managed..., Municipal Bonds, Asset Allocation, High Net Worth..., Trading, Investment Strategies, Life Insurance, Financial Advisory, Capital Markets, Mutual Funds, Equity Trading, Securities, Retirement, Derivatives, Variable Annuities, Fixed Annuities, Equities, Long Term Care Insurance, Insurance, ETFs, Investment Management, Wealth, Wealth Management..., Investments, Saving for Education, Asset Managment, Estate Planning, Bonds, Long-term Care, Hedge Funds, Retirement Plan..., Alternative Investments, 401k, Financial Services, Life & Health Insurance..., IRAs, Roth IRA, Portfolio Management
Education
The George Washington University 1973 — 1975
Master's degree, International Business, 3.7
Towson University 1969 — 1973
Bachelor's degree, International economics and political science, 3.3
towson high school 1966 — 1969
Josh Blumental's Morgan Stanley Smith Barney Experience President CEOStamtex Metal StampingsMay 1985 - January 2001
Job Vice president wealth management at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney President CEOStamtex Metal StampingsMay 1985 - January 2001
Education
The Ohio State University 1965 — 1969
Bs, Finance
Morgan Stanley Smith Barney President CEOStamtex Metal StampingsMay 1985 - January 2001
Education
The Ohio State University 1965 — 1969
Bs, Finance
Stuart Wilson's Morgan Stanley Smith Barney Experience September 2010 - November 2010
Job Associate at Spectrum Equity
Industry Venture Capital & Private Equity
Experience
Spectrum Equity August 2015 - Present
Moelis & Company July 2013 - July 2015
Moelis & Company June 2012 - August 2012
Signal Hill Capital May 2011 - July 2011
Credit Suisse January 2011 - January 2011
Morgan Stanley Smith Barney September 2010 - November 2010
Skills
Investment Banking, Financial Modeling, Valuation, Bloomberg, Capital IQ, Financial Analysis
Education
University of California, Berkeley 2009 — 2013
B.S/B.A., Business Administration, Psychology
London School of Economics and Political Science
Scotts Valley High School
Spectrum Equity August 2015 - Present
Moelis & Company July 2013 - July 2015
Moelis & Company June 2012 - August 2012
Signal Hill Capital May 2011 - July 2011
Credit Suisse January 2011 - January 2011
Morgan Stanley Smith Barney September 2010 - November 2010
Skills
Investment Banking, Financial Modeling, Valuation, Bloomberg, Capital IQ, Financial Analysis
Education
University of California, Berkeley 2009 — 2013
B.S/B.A., Business Administration, Psychology
London School of Economics and Political Science
Scotts Valley High School
Saniya Khan's Morgan Stanley Smith Barney Experience February 2011 - Present
Job Operations at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 2011 - Present
Education
The Ohio State University 2005 — 2009
BA, Spanish, Political Science
Morgan Stanley Smith Barney February 2011 - Present
Education
The Ohio State University 2005 — 2009
BA, Spanish, Political Science
Paula Aveni's Morgan Stanley Smith Barney Experience February 2010 - July 2010
Job Regional Administrative Officer for Citizens Financial Services
Industry Financial Services
Experience
Citizens Investment Services June 2014 - Present
The Ayco Company, L.P. August 2010 - June 2014
Morgan Stanley Smith Barney February 2010 - July 2010
Citi Smith Barney July 2008 - February 2010
Skills
Securities, FINRA, Mutual Funds, Risk Management, Investments, Estate Planning, Wealth Management, Insurance, Asset Management, Investment Advisory, Due Diligence, Equities, Alternative Investments, Financial Risk, Strategic Financial..., Fixed Income
Education
The College of Saint Rose 1999 — 2003
Bachelor of Science (BS), Elementary Education and Teaching
Citizens Investment Services June 2014 - Present
The Ayco Company, L.P. August 2010 - June 2014
Morgan Stanley Smith Barney February 2010 - July 2010
Citi Smith Barney July 2008 - February 2010
Skills
Securities, FINRA, Mutual Funds, Risk Management, Investments, Estate Planning, Wealth Management, Insurance, Asset Management, Investment Advisory, Due Diligence, Equities, Alternative Investments, Financial Risk, Strategic Financial..., Fixed Income
Education
The College of Saint Rose 1999 — 2003
Bachelor of Science (BS), Elementary Education and Teaching
David Dannenberg's Morgan Stanley Smith Barney Experience July 2011 - July 2011
Job Senior Consultant at Nordic Consulting Partners, Inc.
Industry Hospital & Health Care
Experience
Nordic Consulting Partners, Inc. May 2015 - Present
Omnicell March 2014 - May 2015
Epic September 2012 - February 2014
The Ohio State University July 2012 - August 2012
The Ohio State University August 2011 - August 2011
Morgan Stanley Smith Barney July 2011 - July 2011
Skills
Hospitals, Project Management, Epic Willow, Epic Systems, Public Speaking, Customer Service, Leadership, Healthcare Information..., Process Improvement, Microsoft Office, HL7, Omnicell, Automated Dispensing..., Research, Event Planning, Editing, Policy Analysis, Willow, English, International Relations, American Politics, Data Analysis
Education
The Ohio State University 2008 — 2012
B.A. (Hon.), Political Science, Criminology
Nordic Consulting Partners, Inc. May 2015 - Present
Omnicell March 2014 - May 2015
Epic September 2012 - February 2014
The Ohio State University July 2012 - August 2012
The Ohio State University August 2011 - August 2011
Morgan Stanley Smith Barney July 2011 - July 2011
Skills
Hospitals, Project Management, Epic Willow, Epic Systems, Public Speaking, Customer Service, Leadership, Healthcare Information..., Process Improvement, Microsoft Office, HL7, Omnicell, Automated Dispensing..., Research, Event Planning, Editing, Policy Analysis, Willow, English, International Relations, American Politics, Data Analysis
Education
The Ohio State University 2008 — 2012
B.A. (Hon.), Political Science, Criminology
Jenny Schneider's Morgan Stanley Smith Barney Experience June 1992 - October 1995
Job Owner of Media J
Industry Computer Software
Experience
Media J, LLC August 2006 - Present
AutoNation October 1995 - August 2001
Morgan Stanley Smith Barney June 1992 - October 1995
Skills
CSS, SEO, JavaScript, PHP, Web Development, MySQL, Web Applications, AJAX, HTML 5, Mobile Applications, XML, HTML, Web Services, E-commerce, XHTML, Linux, User Experience, WordPress, User Interface Design
Education
The Hebrew University 1984 — 1987
Bachelor of Science (BS), History of Art
Media J, LLC August 2006 - Present
AutoNation October 1995 - August 2001
Morgan Stanley Smith Barney June 1992 - October 1995
Skills
CSS, SEO, JavaScript, PHP, Web Development, MySQL, Web Applications, AJAX, HTML 5, Mobile Applications, XML, HTML, Web Services, E-commerce, XHTML, Linux, User Experience, WordPress, User Interface Design
Education
The Hebrew University 1984 — 1987
Bachelor of Science (BS), History of Art
Craig P. Adams's Morgan Stanley Smith Barney Experience 1984 - 2012
Job Partner and Wealth Advisor at Stratos Wealth Partners
Industry Financial Services
Experience
Stratos Wealth Partners June 2012 - Present
Morgan Stanley Smith Barney 1984 - 2012
Skills
Wealth Management, Stocks, Bonds, Mutual Funds, Securities, Financial Planning, Portfolio Management, Retirement Planning, Investment Advisory, Asset Allocation
Education
Southern Utah State College 1977 — 1981
Bachelor of Science, Business Administration
The American College
CFP Certification
Stratos Wealth Partners June 2012 - Present
Morgan Stanley Smith Barney 1984 - 2012
Skills
Wealth Management, Stocks, Bonds, Mutual Funds, Securities, Financial Planning, Portfolio Management, Retirement Planning, Investment Advisory, Asset Allocation
Education
Southern Utah State College 1977 — 1981
Bachelor of Science, Business Administration
The American College
CFP Certification
Brandon Karst's Morgan Stanley Smith Barney Experience December 2006 - March 2010
Job Bank of America Practice Solutions
Industry Banking
Experience
Bank of America Practice Solutions October 2013 - Present
Bank of America Practice Solutions October 2012 - October 2013
Tinder Box Easton April 2010 - October 2012
FPL Financial Strategies, LLC March 2012 - June 2012
Morgan Stanley Smith Barney December 2006 - March 2010
Education
The Ohio State University 2010 — 2013
Bachelor of Arts (BA), Philosophy
Bank of America Practice Solutions October 2013 - Present
Bank of America Practice Solutions October 2012 - October 2013
Tinder Box Easton April 2010 - October 2012
FPL Financial Strategies, LLC March 2012 - June 2012
Morgan Stanley Smith Barney December 2006 - March 2010
Education
The Ohio State University 2010 — 2013
Bachelor of Arts (BA), Philosophy
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.