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
Jessica Qian Chang Jessica Qian Chang's Morgan Stanley Smith Barney Experience March 2004 - Present
Job
Industry Investment Management
Experience
Morgan Stanley Smith Barney March 2004 - Present
Inktomi 2000 - 2002
Bain & Company July 1997 - February 2000
LSI Logic May 1993 - September 1995
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance, Management
University of Texas at Austin 1992 — 1994
MSEE, Electrical Engineering
Morgan Stanley Smith Barney March 2004 - Present
Inktomi 2000 - 2002
Bain & Company July 1997 - February 2000
LSI Logic May 1993 - September 1995
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance, Management
University of Texas at Austin 1992 — 1994
MSEE, Electrical Engineering
Alex Benisatto Alex Benisatto's Morgan Stanley Smith Barney Experience January 2010 - May 2010
Job Real Estate Advisor at CBRE
Industry Commercial Real Estate
Experience
CBRE January 2014 - Present
Jones Lang LaSalle June 2011 - December 2013
Jones Lang LaSalle June 2011 - November 2011
Port Washington Yacht Club May 2007 - June 2011
Morgan Stanley Smith Barney January 2010 - May 2010
Skills
Commercial Real Estate, Tenant Representation, Aquisition, Disposition, Financial Analysis, Valuation, Financial Modeling, Investments, Due Diligence, Brokerage, Tenant, Start-ups, Lease Negotiations, Real Estate Economics, Corporate Real Estate, Real Estate, Leases, Dispositions
Education
Towson University 2006 — 2010
Bachelor of Science, Business Administration; Legal Studies
St. Mary's High Shool
CBRE January 2014 - Present
Jones Lang LaSalle June 2011 - December 2013
Jones Lang LaSalle June 2011 - November 2011
Port Washington Yacht Club May 2007 - June 2011
Morgan Stanley Smith Barney January 2010 - May 2010
Skills
Commercial Real Estate, Tenant Representation, Aquisition, Disposition, Financial Analysis, Valuation, Financial Modeling, Investments, Due Diligence, Brokerage, Tenant, Start-ups, Lease Negotiations, Real Estate Economics, Corporate Real Estate, Real Estate, Leases, Dispositions
Education
Towson University 2006 — 2010
Bachelor of Science, Business Administration; Legal Studies
St. Mary's High Shool
Shardul Sampat Shardul Sampat's Morgan Stanley Smith Barney Experience May 2005 - August 2005
Job Global Pricing & Forecasting Manager, Respiratory Solutions at CareFusion, a BD company
Industry Medical Devices
Experience
CareFusion, a BD company September 2013 - Present
Johnson & Johnson August 2011 - September 2013
Xerox December 2008 - March 2011
PricewaterhouseCoopers May 2006 - November 2008
Morgan Stanley Smith Barney May 2005 - August 2005
Skills
Forecasting, Leadership, Financial Modeling, Analysis, Financial Reporting, Management, Pricing, Strategic Planning, Project Management, Cross-functional Team..., Strategic Financial..., Business Development, SAP BW, Marketing Operations, Medical Devices, Business Planning, Critical Care, Market Research, Financial Forecasting, Financial Analysis, SAP R/3, Project Planning, Access, Budgets, Business Analysis, SAP, Sales Operations, Finance, Microsoft Excel, Business Process..., Business Valuation, Marketing Management, Variance Analysis, Managerial Finance, Process Improvement, Essbase, Trend Analysis, Budget Monitoring, Cross-functional..., SAP BPC, Ariba, Budget Setting, Cost Projections, Sales Support Tools, Salesforce.com, GFS, Analytics, Business Strategy, Account Reconciliation, Valuation
Education
The University of Texas at Dallas 2001 — 2005
Bachelor of Science, Finance
CareFusion, a BD company September 2013 - Present
Johnson & Johnson August 2011 - September 2013
Xerox December 2008 - March 2011
PricewaterhouseCoopers May 2006 - November 2008
Morgan Stanley Smith Barney May 2005 - August 2005
Skills
Forecasting, Leadership, Financial Modeling, Analysis, Financial Reporting, Management, Pricing, Strategic Planning, Project Management, Cross-functional Team..., Strategic Financial..., Business Development, SAP BW, Marketing Operations, Medical Devices, Business Planning, Critical Care, Market Research, Financial Forecasting, Financial Analysis, SAP R/3, Project Planning, Access, Budgets, Business Analysis, SAP, Sales Operations, Finance, Microsoft Excel, Business Process..., Business Valuation, Marketing Management, Variance Analysis, Managerial Finance, Process Improvement, Essbase, Trend Analysis, Budget Monitoring, Cross-functional..., SAP BPC, Ariba, Budget Setting, Cost Projections, Sales Support Tools, Salesforce.com, GFS, Analytics, Business Strategy, Account Reconciliation, Valuation
Education
The University of Texas at Dallas 2001 — 2005
Bachelor of Science, Finance
Justin Cole Justin Cole's Morgan Stanley Smith Barney Experience June 2010 - May 2011
Job Senior Associate Multifamily Division at Stream Realty Partners
Industry Real Estate
Experience
Stream Realty Partners, L.P. March 2015 - Present
JLL September 2014 - March 2015
G-C Holdings, Ltd. June 2011 - May 2014
Morgan Stanley Smith Barney June 2010 - May 2011
OmniAmerican Bank March 2009 - June 2010
Greystar March 2008 - December 2008
Skills
Valuation, Portfolio Management, Mergers & Acquisitions, Investments, Financial Modeling, Financial Analysis, Finance, Due Diligence, Asset Management, Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2003 — 2007
BA, Finance
Stream Realty Partners, L.P. March 2015 - Present
JLL September 2014 - March 2015
G-C Holdings, Ltd. June 2011 - May 2014
Morgan Stanley Smith Barney June 2010 - May 2011
OmniAmerican Bank March 2009 - June 2010
Greystar March 2008 - December 2008
Skills
Valuation, Portfolio Management, Mergers & Acquisitions, Investments, Financial Modeling, Financial Analysis, Finance, Due Diligence, Asset Management, Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2003 — 2007
BA, Finance
Janice Abraham-Nelson Janice Abraham-Nelson's Morgan Stanley Smith Barney Experience October 1986 - June 2010
Job Senior Network Spec Operations Supervisor
Industry
Experience
Verizon June 2010 - August 2014
Morgan Stanley Smith Barney October 1986 - June 2010
Skills
BT/Trading System...
Education
Touro College
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
Verizon June 2010 - August 2014
Morgan Stanley Smith Barney October 1986 - June 2010
Skills
BT/Trading System...
Education
Touro College
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
Jessica Horst Jessica Horst's Morgan Stanley Smith Barney Experience September 2009 - December 2011
Job Select Wealth Advisers
Industry Financial Services
Experience
Select Wealth Advisers December 2011 - Present
Morgan Stanley Smith Barney September 2009 - December 2011
Bank of America June 2007 - September 2009
Skills
Strategic Financial..., Wealth Management, Financial Analysis, Investments, Estate Planning, Portfolio Management, Fixed Income Portfolio..., Variable Annuities, Qualified Retirement..., Series 7, Series 63, Life & Health Insurance..., Retirement Planning, Securities, Finance, Financial Planning
Education
The University of Memphis 1995 — 1998
Collierville High School 1990 — 1993
Select Wealth Advisers December 2011 - Present
Morgan Stanley Smith Barney September 2009 - December 2011
Bank of America June 2007 - September 2009
Skills
Strategic Financial..., Wealth Management, Financial Analysis, Investments, Estate Planning, Portfolio Management, Fixed Income Portfolio..., Variable Annuities, Qualified Retirement..., Series 7, Series 63, Life & Health Insurance..., Retirement Planning, Securities, Finance, Financial Planning
Education
The University of Memphis 1995 — 1998
Collierville High School 1990 — 1993
Amy Imus, CPA's Morgan Stanley Smith Barney Experience July 2011 - June 2012
Job Tax Consultant at Deloitte
Industry Financial Services
Experience
Deloitte October 2014 - Present
Deloitte June 2013 - September 2013
Morgan Stanley January 2013 - June 2013
Leader Creek Fisheries June 2012 - July 2012
Morgan Stanley Smith Barney July 2011 - June 2012
Starbucks February 2010 - September 2010
Skills
Tax, Financial Modeling, Wealth Management, Accounting, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Analysis, Finance, QuickBooks, Financial Reporting, Auditing, Financial Accounting
Education
University of Washington, Michael G. Foster School of Business 2013 — 2014
Master's degree, Taxation
University of Washington, Michael G. Foster School of Business 2010 — 2013
Bachelor of Arts (BA), Accounting
The University of Manchester 2012 — 2012
Bachelor of Business Administration (B.B.A.)
Deloitte October 2014 - Present
Deloitte June 2013 - September 2013
Morgan Stanley January 2013 - June 2013
Leader Creek Fisheries June 2012 - July 2012
Morgan Stanley Smith Barney July 2011 - June 2012
Starbucks February 2010 - September 2010
Skills
Tax, Financial Modeling, Wealth Management, Accounting, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Analysis, Finance, QuickBooks, Financial Reporting, Auditing, Financial Accounting
Education
University of Washington, Michael G. Foster School of Business 2013 — 2014
Master's degree, Taxation
University of Washington, Michael G. Foster School of Business 2010 — 2013
Bachelor of Arts (BA), Accounting
The University of Manchester 2012 — 2012
Bachelor of Business Administration (B.B.A.)
Anna DeHoog Anna DeHoog's Morgan Stanley Smith Barney Experience 2006 - 2009
Job General Manager
Industry Automotive
Experience
All-Pro Fleet Services June 2012 - Present
KeyBank April 2009 - June 2012
Morgan Stanley Smith Barney 2006 - 2009
CUNA Mutual Group 1999 - 2006
Skills
Non-profit Leadership, Business Development, Public Speaking, Financial Analysis, Mentoring, QuickBooks, Microsoft Office, Account Management, Business, Community Outreach, Key Account Management, Team Leadership, Business Coaching, Marketing Strategy, Newsletters, Office Management, Customer Service, Accounts Receivable, Sales Operations, Retirement Planning, Employee Benefits, Investment Strategies, Lotus Notes, Retirement, Asset Management, Human Resources, Strategic Planning, New Business Development, Finance, Small Business, Insurance, Budgets, Automotive, Event Planning, Financial Services, Teaching, Training, Leadership, Investments, Sales, Time Management, Team Building, Fixed Annuities, Operations Management, Customer Satisfaction, Management, Series 7, Investment Advisory, Small Business Lending, Mutual Funds
Education
Ford Leadership Institute 2012 — 2013
The University of Memphis 1988 — 1989
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of Southern California 1986 — 1989
Bachelor of Business Administration (BBA), Business Administration and Management, General
Wasilla High School 1984 — 1986
High School Diploma
All-Pro Fleet Services June 2012 - Present
KeyBank April 2009 - June 2012
Morgan Stanley Smith Barney 2006 - 2009
CUNA Mutual Group 1999 - 2006
Skills
Non-profit Leadership, Business Development, Public Speaking, Financial Analysis, Mentoring, QuickBooks, Microsoft Office, Account Management, Business, Community Outreach, Key Account Management, Team Leadership, Business Coaching, Marketing Strategy, Newsletters, Office Management, Customer Service, Accounts Receivable, Sales Operations, Retirement Planning, Employee Benefits, Investment Strategies, Lotus Notes, Retirement, Asset Management, Human Resources, Strategic Planning, New Business Development, Finance, Small Business, Insurance, Budgets, Automotive, Event Planning, Financial Services, Teaching, Training, Leadership, Investments, Sales, Time Management, Team Building, Fixed Annuities, Operations Management, Customer Satisfaction, Management, Series 7, Investment Advisory, Small Business Lending, Mutual Funds
Education
Ford Leadership Institute 2012 — 2013
The University of Memphis 1988 — 1989
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of Southern California 1986 — 1989
Bachelor of Business Administration (BBA), Business Administration and Management, General
Wasilla High School 1984 — 1986
High School Diploma
Doug Hassell, MBA's Morgan Stanley Smith Barney Experience February 2008 - September 2009
Job Financial Executive, Actively looking for new opportunities.
Industry Financial Services
Experience
Comcast 2014 - Present
Indy Portables March 2013 - January 2014
Gordon Plumbing November 2012 - February 2013
Morgan Stanley Smith Barney February 2008 - September 2009
UBS Financial Services April 2001 - February 2008
J.J.B. Hilliard, W.L.Lyons, Inc. April 1992 - April 2001
Skills
New Business Development, Sales Management, Direct Sales, Finance, Financial Advisory, Investments, Wealth Management, Portfolio Management, Strategic Financial..., Financial Analysis, Retirement Income..., Wealth Preservation..., Business Planning, Operations Management, Logistics, Cost Control, Personnel Management, Customer Engagement, Customer Retention, Customer Experience, Scuba Diving, Management, Sales, Team Building, Investment Advisory, Financial Planning, Retirement, Wealth
Education
University of Kansas 1982 — 1984
MBA, Finance
Wabash College 1977 — 1982
BA, Economics
Comcast 2014 - Present
Indy Portables March 2013 - January 2014
Gordon Plumbing November 2012 - February 2013
Morgan Stanley Smith Barney February 2008 - September 2009
UBS Financial Services April 2001 - February 2008
J.J.B. Hilliard, W.L.Lyons, Inc. April 1992 - April 2001
Skills
New Business Development, Sales Management, Direct Sales, Finance, Financial Advisory, Investments, Wealth Management, Portfolio Management, Strategic Financial..., Financial Analysis, Retirement Income..., Wealth Preservation..., Business Planning, Operations Management, Logistics, Cost Control, Personnel Management, Customer Engagement, Customer Retention, Customer Experience, Scuba Diving, Management, Sales, Team Building, Investment Advisory, Financial Planning, Retirement, Wealth
Education
University of Kansas 1982 — 1984
MBA, Finance
Wabash College 1977 — 1982
BA, Economics
Israel Anteby's Morgan Stanley Smith Barney Experience March 2012 - Present
Job Wealth Management Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2012 - Present
Merrill Lynch February 2007 - March 2012
Skills
Retirement Planning, Wealth Management, Series 7, Series 66
Education
Touro College 2004 — 2007
BS, Finance, General
Morgan Stanley Smith Barney March 2012 - Present
Merrill Lynch February 2007 - March 2012
Skills
Retirement Planning, Wealth Management, Series 7, Series 66
Education
Touro College 2004 — 2007
BS, Finance, General
Sarah Salinas Hickman's Morgan Stanley Smith Barney Experience November 2008 - December 2010
Job Financial Advisor at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. December 2010 - Present
Sew Chic October 2006 - Present
Morgan Stanley Smith Barney November 2008 - December 2010
AdreniLAN Solutions June 2006 - November 2008
American Lung Association of the Central States October 2007 - October 2008
Providence The College Preparatory School for Girls Grades 6-12 January 2004 - June 2006
University of Texas at Austin June 2005 - August 2005
Vanderbilt University August 2004 - May 2005
U.S. Department of Education August 2003 - December 2003
Texas Senate August 2000 - May 2003
Education
University of the Incarnate Word 2005 — 2006
Organizational Leadership Doctoral Program (Incomplete)
Vanderbilt University 2004 — 2005
M.Ed. - Organizational Leadership
The University of Texas at Austin 2000 — 2003
Bachelor of Arts (B.A.)
UBS Financial Services, Inc. December 2010 - Present
Sew Chic October 2006 - Present
Morgan Stanley Smith Barney November 2008 - December 2010
AdreniLAN Solutions June 2006 - November 2008
American Lung Association of the Central States October 2007 - October 2008
Providence The College Preparatory School for Girls Grades 6-12 January 2004 - June 2006
University of Texas at Austin June 2005 - August 2005
Vanderbilt University August 2004 - May 2005
U.S. Department of Education August 2003 - December 2003
Texas Senate August 2000 - May 2003
Education
University of the Incarnate Word 2005 — 2006
Organizational Leadership Doctoral Program (Incomplete)
Vanderbilt University 2004 — 2005
M.Ed. - Organizational Leadership
The University of Texas at Austin 2000 — 2003
Bachelor of Arts (B.A.)
Nicolette Vaghela Nicolette Vaghela's Morgan Stanley Smith Barney Experience March 2008 - February 2009
Job Loan Officer at Oak Mortgage Group
Industry Financial Services
Experience
Oak Mortgage Group October 2014 - Present
Cobalt Mortgage April 2014 - October 2014
Supreme Lending- Vaghela Group February 2009 - April 2014
Morgan Stanley Smith Barney March 2008 - February 2009
Countrywide 2005 - 2008
Skills
Loans, Loan Origination, Mortgage Lending, Refinance, Finance, VA loans, FHA, Credit, Mortgage Banking, Residential Mortgages, First Time Home Buyers, Investments, USDA, Reverse Mortgages, Retirement Planning, FHA financing, Construction Loans, Certified Mortgage..., Government Loans, Real Estate Financing, Mortgage Marketing, Jumbo Loans, FHA Financing
Education
The University of Texas at Austin 1998 — 2002
BBA, Finance
Oak Mortgage Group October 2014 - Present
Cobalt Mortgage April 2014 - October 2014
Supreme Lending- Vaghela Group February 2009 - April 2014
Morgan Stanley Smith Barney March 2008 - February 2009
Countrywide 2005 - 2008
Skills
Loans, Loan Origination, Mortgage Lending, Refinance, Finance, VA loans, FHA, Credit, Mortgage Banking, Residential Mortgages, First Time Home Buyers, Investments, USDA, Reverse Mortgages, Retirement Planning, FHA financing, Construction Loans, Certified Mortgage..., Government Loans, Real Estate Financing, Mortgage Marketing, Jumbo Loans, FHA Financing
Education
The University of Texas at Austin 1998 — 2002
BBA, Finance
Aaron Maestas Aaron Maestas's Morgan Stanley Smith Barney Experience February 2005 - June 2011
Job Account Manager at McKesson
Industry Pharmaceuticals
Experience
McKesson October 2013 - Present
McKesson February 2012 - October 2013
Behringer Harvard June 2011 - February 2012
Morgan Stanley Smith Barney February 2005 - June 2011
Skills
Financial Analysis
Education
The University of Texas at Arlington 2001 — 2005
BBA, Finance
McKesson October 2013 - Present
McKesson February 2012 - October 2013
Behringer Harvard June 2011 - February 2012
Morgan Stanley Smith Barney February 2005 - June 2011
Skills
Financial Analysis
Education
The University of Texas at Arlington 2001 — 2005
BBA, Finance
Wayne Papke Wayne Papke's Morgan Stanley Smith Barney Experience January 2009 - January 2011
Job Financial Advisor at Investment Centers of America
Industry Financial Services
Experience
Investment Centers of America January 2011 - Present
Morgan Stanley Smith Barney January 2009 - January 2011
Smith Barney November 1997 - January 2009
Education
The University of North Dakota 1974 — 1978
Bachelor of Applied Science (B.A.Sc.), Marketing and Accounting
Goodrich Public School 1963 — 1974
K-12, General
Investment Centers of America January 2011 - Present
Morgan Stanley Smith Barney January 2009 - January 2011
Smith Barney November 1997 - January 2009
Education
The University of North Dakota 1974 — 1978
Bachelor of Applied Science (B.A.Sc.), Marketing and Accounting
Goodrich Public School 1963 — 1974
K-12, General
Matthew Beltman Matthew Beltman's Morgan Stanley Smith Barney Experience January 2009 - May 2009
Job Fidus Investment Advisors, LLC
Industry Venture Capital & Private Equity
Experience
Fidus Investment Advisors, LLC July 2015 - Present
Wells Fargo Securities September 2013 - June 2015
Southwest Securities February 2012 - August 2013
Bank of America June 2011 - August 2011
Shandon Hill Capital May 2009 - July 2010
Morgan Stanley Smith Barney January 2009 - May 2009
GunnAllen Financial August 2008 - December 2008
South Carolina Department of Revenue November 2007 - August 2008
Skills
Bloomberg, SNL, Capital IQ
Education
The University of Texas at Austin - Red McCombs School of Business 2010 — 2011
Master of Professional Accounting, Financial Reporting and Assurance
University of South Carolina - Darla Moore School of Business 2006 — 2010
Bachelors of Science in Business Administration, Accounting and Finance with a Minor in Economics
Fidus Investment Advisors, LLC July 2015 - Present
Wells Fargo Securities September 2013 - June 2015
Southwest Securities February 2012 - August 2013
Bank of America June 2011 - August 2011
Shandon Hill Capital May 2009 - July 2010
Morgan Stanley Smith Barney January 2009 - May 2009
GunnAllen Financial August 2008 - December 2008
South Carolina Department of Revenue November 2007 - August 2008
Skills
Bloomberg, SNL, Capital IQ
Education
The University of Texas at Austin - Red McCombs School of Business 2010 — 2011
Master of Professional Accounting, Financial Reporting and Assurance
University of South Carolina - Darla Moore School of Business 2006 — 2010
Bachelors of Science in Business Administration, Accounting and Finance with a Minor in Economics
Chelsea Carbonel Chelsea Carbonel's Morgan Stanley Smith Barney Experience June 2012 - August 2012
Job Consultant Relations Associate at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors August 2013 - Present
EverBank June 2012 - August 2012
Morgan Stanley Smith Barney June 2012 - August 2012
Evergreen Commercial Realty June 2011 - August 2011
RE/MAX PV EXECS May 2010 - August 2010
Skills
Real Estate, Microsoft Office, Public Speaking, Finance, Leadership, Investment Properties, Investments, Real Estate Transactions, Microsoft Excel, Microsoft Word, Negotiation, Commercial Real Estate, PowerPoint, Financial Modeling
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2013
BBA, Finance major, Accounting minor
Dimensional Fund Advisors August 2013 - Present
EverBank June 2012 - August 2012
Morgan Stanley Smith Barney June 2012 - August 2012
Evergreen Commercial Realty June 2011 - August 2011
RE/MAX PV EXECS May 2010 - August 2010
Skills
Real Estate, Microsoft Office, Public Speaking, Finance, Leadership, Investment Properties, Investments, Real Estate Transactions, Microsoft Excel, Microsoft Word, Negotiation, Commercial Real Estate, PowerPoint, Financial Modeling
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2013
BBA, Finance major, Accounting minor
Shea Clymer's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Director of Marketing, EdFi Alliance
Industry Computer Software
Experience
Ed-Fi Alliance May 2014 - Present
Power Matters Alliance May 2013 - May 2014
National Instruments February 2012 - January 2013
Small Business Consulting 2012 - 2013
National Instruments August 2010 - March 2012
Morgan Stanley Smith Barney June 2011 - August 2011
National Instruments July 2009 - August 2010
National Instruments August 2007 - July 2009
National Instruments January 2005 - January 2007
Skills
Product Management, Cross-functional Team..., Business Development, Product Development, Business Planning, Project Management, Recruiting, New Business Development, Sales, Entrepreneurship, Marketing Strategy, Marketing, Strategic Planning, Product Marketing, Strategy, Management, Business Strategy, Mobile Devices, Program Management, Marketing Communications, Competitive Analysis, Market Analysis, Leadership
Education
The University of Texas at Austin 2009 — 2012
MBA, Business Administration
University of Nebraska-Lincoln 1999 — 2003
BS, Electrical Engineering - Control Systems
Ed-Fi Alliance May 2014 - Present
Power Matters Alliance May 2013 - May 2014
National Instruments February 2012 - January 2013
Small Business Consulting 2012 - 2013
National Instruments August 2010 - March 2012
Morgan Stanley Smith Barney June 2011 - August 2011
National Instruments July 2009 - August 2010
National Instruments August 2007 - July 2009
National Instruments January 2005 - January 2007
Skills
Product Management, Cross-functional Team..., Business Development, Product Development, Business Planning, Project Management, Recruiting, New Business Development, Sales, Entrepreneurship, Marketing Strategy, Marketing, Strategic Planning, Product Marketing, Strategy, Management, Business Strategy, Mobile Devices, Program Management, Marketing Communications, Competitive Analysis, Market Analysis, Leadership
Education
The University of Texas at Austin 2009 — 2012
MBA, Business Administration
University of Nebraska-Lincoln 1999 — 2003
BS, Electrical Engineering - Control Systems
Eugene Tanke Eugene Tanke's Morgan Stanley Smith Barney Experience February 2008 - February 2011
Job VP Wealth Management at Tanke Financial Group LLC
Industry Financial Services
Experience
Tanke Financial Group LLC December 2013 - Present
D.B. French & Company LLC February 2011 - November 2013
Morgan Stanley Smith Barney February 2008 - February 2011
Delphi Automotive March 1999 - December 2007
General Motors June 1987 - April 1999
Skills
Automotive, Financial Modeling, Continuous Improvement, Mergers, Divestitures, Turn Around Management, Valuation, Asset Managment, Lean Manufacturing, Six Sigma, Strategic Financial..., Strategic Planning
Education
The University of Chicago - Booth School of Business 1987 — 1989
MBA, International Finance
Wayne State University 1974 — 1979
BSME, Engineeering
Tanke Financial Group LLC December 2013 - Present
D.B. French & Company LLC February 2011 - November 2013
Morgan Stanley Smith Barney February 2008 - February 2011
Delphi Automotive March 1999 - December 2007
General Motors June 1987 - April 1999
Skills
Automotive, Financial Modeling, Continuous Improvement, Mergers, Divestitures, Turn Around Management, Valuation, Asset Managment, Lean Manufacturing, Six Sigma, Strategic Financial..., Strategic Planning
Education
The University of Chicago - Booth School of Business 1987 — 1989
MBA, International Finance
Wayne State University 1974 — 1979
BSME, Engineeering
Alex Galiani Alex Galiani's Morgan Stanley Smith Barney Experience April 2006 - November 2008
Job Principal, mojo3
Industry Design
Experience
mojo3 January 2011 - Present
SDSE January 2009 - December 2010
Morgan Stanley Smith Barney April 2006 - November 2008
Adirondack Deck and Remodeling October 2004 - March 2006
The Homefix Corporation February 1999 - March 2006
Skills
Marketing, Public Relations, Leadership, Business Development, Management, Social Media Marketing, Entrepreneurship, Graphic Design, Brand Development, Marketing Strategy, Copywriting, Web Development, Web Design, Project Management, User Experience Design, User Interface Design
Education
Towson University
Bachelor's Degree, Art + Design
mojo3 January 2011 - Present
SDSE January 2009 - December 2010
Morgan Stanley Smith Barney April 2006 - November 2008
Adirondack Deck and Remodeling October 2004 - March 2006
The Homefix Corporation February 1999 - March 2006
Skills
Marketing, Public Relations, Leadership, Business Development, Management, Social Media Marketing, Entrepreneurship, Graphic Design, Brand Development, Marketing Strategy, Copywriting, Web Development, Web Design, Project Management, User Experience Design, User Interface Design
Education
Towson University
Bachelor's Degree, Art + Design
Nathan Danner's Morgan Stanley Smith Barney Experience May 2011 - January 2012
Job Business Development Executive West, Epic Services at Health Data Specialists, LLC
Industry Information Technology and Services
Experience
Health Data Specialists, LLC July 2013 - Present
Orchestrate Healthcare January 2012 - July 2013
Morgan Stanley Smith Barney May 2011 - January 2012
Liberty Fruit Co November 2005 - May 2011
Larmer & Elstun Investment Advisors May 2010 - August 2010
Skills
Account Management, Cold Calling, Sales, Sales Management, Sales Operations, Customer Service, CRM, Epic Systems, Cerner, Siemens Soarian, Meditech, Integration, Health Information..., Healthcare Information..., HL7, EMR, EHR, Salesforce.com, Healthcare Consulting, Process Improvement
Education
University of Kansas 2006 — 2010
Bachelor of Science, Finance and Accounting
Health Data Specialists, LLC July 2013 - Present
Orchestrate Healthcare January 2012 - July 2013
Morgan Stanley Smith Barney May 2011 - January 2012
Liberty Fruit Co November 2005 - May 2011
Larmer & Elstun Investment Advisors May 2010 - August 2010
Skills
Account Management, Cold Calling, Sales, Sales Management, Sales Operations, Customer Service, CRM, Epic Systems, Cerner, Siemens Soarian, Meditech, Integration, Health Information..., Healthcare Information..., HL7, EMR, EHR, Salesforce.com, Healthcare Consulting, Process Improvement
Education
University of Kansas 2006 — 2010
Bachelor of Science, Finance and Accounting
Jamison K. Bell Jamison K. Bell's Morgan Stanley Smith Barney Experience February 2004 - October 2007
Job OvenPOP 360 Social Media and Partner, CarolionaCycle.com
Industry Import and Export
Experience
CarolinaCycle.com February 2015 - Present
OvenPOP 360 Social Media Funditize.com October 2008 - Present
Gannett - Asheville Citizen-Times Digital Media Group February 2013 - July 2013
Silverpop March 2008 - October 2008
Morgan Stanley Smith Barney February 2004 - October 2007
Interland Inc. and Interland B.V (currently Web.com) 1998 - 2001
Skills
SEO, Email Marketing, Google Analytics, Social Media Marketing, Digital Marketing, E-commerce, PPC, Online Advertising, Salesforce.com, Social Networking, Web Development, HTML, Analytics, CMS, Social Entrepreneurship, Advertising, Brand Development, Public Speaking, Linux, Sales Management, Web Project Management, Product Development, Wordpress, Sales Process, Strategic Partnerships, Campaign Management, Recruiting, Corporate Social..., Managed Services, Client Services, Training & Development, Process Management, Front-end Development, Widgets, High Traffic Websites, Apache, Hosting, International Business, Enterprise 2.0, Hootsuite, Sprout Social, Adobe Creative Suite, JavaScript, Google Apps, Presentation Development, Creative Strategy, LinkedIn API, LinkedIn, Business Catalyst, SEM
Education
The University of Georgia 1994 — 1997
CarolinaCycle.com February 2015 - Present
OvenPOP 360 Social Media Funditize.com October 2008 - Present
Gannett - Asheville Citizen-Times Digital Media Group February 2013 - July 2013
Silverpop March 2008 - October 2008
Morgan Stanley Smith Barney February 2004 - October 2007
Interland Inc. and Interland B.V (currently Web.com) 1998 - 2001
Skills
SEO, Email Marketing, Google Analytics, Social Media Marketing, Digital Marketing, E-commerce, PPC, Online Advertising, Salesforce.com, Social Networking, Web Development, HTML, Analytics, CMS, Social Entrepreneurship, Advertising, Brand Development, Public Speaking, Linux, Sales Management, Web Project Management, Product Development, Wordpress, Sales Process, Strategic Partnerships, Campaign Management, Recruiting, Corporate Social..., Managed Services, Client Services, Training & Development, Process Management, Front-end Development, Widgets, High Traffic Websites, Apache, Hosting, International Business, Enterprise 2.0, Hootsuite, Sprout Social, Adobe Creative Suite, JavaScript, Google Apps, Presentation Development, Creative Strategy, LinkedIn API, LinkedIn, Business Catalyst, SEM
Education
The University of Georgia 1994 — 1997
cari zweig-driscoll's Morgan Stanley Smith Barney Experience August 2010 - March 2013
Job Real Estate advisor Jameson Sothebys
Industry Investment Management
Experience
Coldwell Banker Real Estate March 2013 - January 2015
Morgan Stanley Smith Barney August 2010 - March 2013
Jameson Real Estate December 1989 - July 2010
Drexel Burnham Lambert January 1985 - December 1989
Skills
Asset Managment, Investment Properties, Real Estate Economics, Real Estate Transactions, Residential Homes, Asset Management, Mortgage Lending, Portfolio Management, Negotiation, Finance, Commercial Real Estate, Selling, Sales, Investors, Real Estate Financing, Real Estate Development, Investments, Condos
Education
The University of Kansas 1981 — 1985
Business, Finance and Economics
Coldwell Banker Real Estate March 2013 - January 2015
Morgan Stanley Smith Barney August 2010 - March 2013
Jameson Real Estate December 1989 - July 2010
Drexel Burnham Lambert January 1985 - December 1989
Skills
Asset Managment, Investment Properties, Real Estate Economics, Real Estate Transactions, Residential Homes, Asset Management, Mortgage Lending, Portfolio Management, Negotiation, Finance, Commercial Real Estate, Selling, Sales, Investors, Real Estate Financing, Real Estate Development, Investments, Condos
Education
The University of Kansas 1981 — 1985
Business, Finance and Economics
Chad Stephens's Morgan Stanley Smith Barney Experience January 2002 - October 2010
Job Kindred Stephens Financial Group, LLC
Industry Financial Services
Experience
Kindred Stephens Financial Group, LLC November 2010 - Present
Morgan Stanley Smith Barney January 2002 - October 2010
Merrill Lynch January 1995 - January 2002
Skills
Finance, Investments, Insurance, Sales, Wealth Management, Retirement Planning, Mutual Funds, Securities, Asset Allocation
Education
The University of Texas at Austin 1991 — 1994
BBA, Business Finance
Kindred Stephens Financial Group, LLC November 2010 - Present
Morgan Stanley Smith Barney January 2002 - October 2010
Merrill Lynch January 1995 - January 2002
Skills
Finance, Investments, Insurance, Sales, Wealth Management, Retirement Planning, Mutual Funds, Securities, Asset Allocation
Education
The University of Texas at Austin 1991 — 1994
BBA, Business Finance
John Kuklenski John Kuklenski's Morgan Stanley Smith Barney Experience 1994 - 2000
Job Senior Vice President Divisional Director at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. 2000 - 2012
Morgan Stanley Smith Barney 1994 - 2000
Robinson Humphrey 1982 - 1994
Merrill Lynch 1980 - 1982
Education
The University of North Dakota
Raymond James Financial Inc. 2000 - 2012
Morgan Stanley Smith Barney 1994 - 2000
Robinson Humphrey 1982 - 1994
Merrill Lynch 1980 - 1982
Education
The University of North Dakota
Alakh Niranajan Singh, CFA® Alakh Niranajan Singh, CFA®'s Morgan Stanley Smith Barney Experience October 2009 - December 2010
Job Investment Performance, Attribution and Manager Evaluation Analyst at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds April 2015 - Present
EXL Service June 2014 - April 2015
Deutsche Bank January 2014 - April 2014
CFA Society and BNYMellon December 2011 - August 2013
Morgan Stanley Smith Barney October 2009 - December 2010
Broadridge December 2008 - 2009
AIG Global Investment Group December 2007 - September 2008
Bank of New York Mellon March 2007 - February 2008
Fidelity Investments November 2006 - February 2007
Government of India, Ministry of Finance November 2004 - August 2005
Skills
Finance, Economics, Information Technology, Macro, Fixed Income, Derivatives, Portfolio Management, Trading, Performance Attribution, Asset Managment, Corporate Finance, Financial Modeling, Equities, Investments, Valuation, Private Equity, Alternative Investments, Capital Markets, Bloomberg, Hedge Funds, Financial Analysis, Commodity, Risk Management, Asset Management, Investment Banking, Equity Research
Education
CFA Institute 2012 — 2015
CFA, Finance
Thunderbird School of Global Management 2005 — 2006
MBA, International Finance
The University of Connecticut 1999 — 2002
PhD Drop out, Economics
University of Bradford 1998 — 1999
MSc, Macroeconomics & Project Planning
ISTM
OppenheimerFunds April 2015 - Present
EXL Service June 2014 - April 2015
Deutsche Bank January 2014 - April 2014
CFA Society and BNYMellon December 2011 - August 2013
Morgan Stanley Smith Barney October 2009 - December 2010
Broadridge December 2008 - 2009
AIG Global Investment Group December 2007 - September 2008
Bank of New York Mellon March 2007 - February 2008
Fidelity Investments November 2006 - February 2007
Government of India, Ministry of Finance November 2004 - August 2005
Skills
Finance, Economics, Information Technology, Macro, Fixed Income, Derivatives, Portfolio Management, Trading, Performance Attribution, Asset Managment, Corporate Finance, Financial Modeling, Equities, Investments, Valuation, Private Equity, Alternative Investments, Capital Markets, Bloomberg, Hedge Funds, Financial Analysis, Commodity, Risk Management, Asset Management, Investment Banking, Equity Research
Education
CFA Institute 2012 — 2015
CFA, Finance
Thunderbird School of Global Management 2005 — 2006
MBA, International Finance
The University of Connecticut 1999 — 2002
PhD Drop out, Economics
University of Bradford 1998 — 1999
MSc, Macroeconomics & Project Planning
ISTM
Joe St. Charles Joe St. Charles's Morgan Stanley Smith Barney Experience May 2006 - September 2006
Job
Industry Banking
Experience
U.S. Bank May 2013 - Present
U.S. Bank August 2007 - May 2013
Morgan Stanley Smith Barney May 2006 - September 2006
Skills
Financial Analysis, Financial Modeling, Equity Valuation, Sensitivity Analysis, Strategic Financial..., Econometrics, Economic Modeling, Data Analysis, Capital Budgeting, Capital Forecasting, Supplier Negotiation, Forecasting, Variance Analysis, Monthly Close Process, Balance Sheet Review, Cash Flow Reporting, Demand Forecasting, Essbase, Banking, Cross-functional Team..., Financial Reporting, Process Improvement, Economics, Loans, Analysis, Accounting, Strategic Planning, Investments, Small Business Lending, Finance, Managerial Finance, Commercial Lending, Risk Management, Portfolio Management, Internal Audit, Financial Services, Auditing, Valuation, Pricing, Sarbanes-Oxley Act, Credit Risk, Mergers & Acquisitions, Financial Forecasting, Financial Accounting, Management, Corporate Finance, VBA, Credit, Credit Analysis, R
Education
The University of Chicago - Booth School of Business 2010 — 2013
MBA, Finance, Economics, Management
Xavier University 2003 — 2007
BSBA, Economics, Finance, History
U.S. Bank May 2013 - Present
U.S. Bank August 2007 - May 2013
Morgan Stanley Smith Barney May 2006 - September 2006
Skills
Financial Analysis, Financial Modeling, Equity Valuation, Sensitivity Analysis, Strategic Financial..., Econometrics, Economic Modeling, Data Analysis, Capital Budgeting, Capital Forecasting, Supplier Negotiation, Forecasting, Variance Analysis, Monthly Close Process, Balance Sheet Review, Cash Flow Reporting, Demand Forecasting, Essbase, Banking, Cross-functional Team..., Financial Reporting, Process Improvement, Economics, Loans, Analysis, Accounting, Strategic Planning, Investments, Small Business Lending, Finance, Managerial Finance, Commercial Lending, Risk Management, Portfolio Management, Internal Audit, Financial Services, Auditing, Valuation, Pricing, Sarbanes-Oxley Act, Credit Risk, Mergers & Acquisitions, Financial Forecasting, Financial Accounting, Management, Corporate Finance, VBA, Credit, Credit Analysis, R
Education
The University of Chicago - Booth School of Business 2010 — 2013
MBA, Finance, Economics, Management
Xavier University 2003 — 2007
BSBA, Economics, Finance, History
Chris Queen Chris Queen's Morgan Stanley Smith Barney Experience March 1999 - August 2012
Job First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2012 - Present
Morgan Stanley Smith Barney March 1999 - August 2012
Olde Financial January 1996 - March 1999
Skills
Investments, Asset Allocation, Mutual Funds, Securities, Financial Advisory, Alternative Investments, Retirement Planning, 401k, Investment Strategies, Retirement, Investment Management, Finance, Separately Managed..., Fixed Annuities, Wealth Management..., Equities
Education
University of Cincinnati 1993 — 1995
Bachelor of Business Administration (B.B.A.), Finance
The University of Texas at Austin 1989 — 1991
Tabb High School 1986 — 1989
Wells Fargo Advisors, LLC August 2012 - Present
Morgan Stanley Smith Barney March 1999 - August 2012
Olde Financial January 1996 - March 1999
Skills
Investments, Asset Allocation, Mutual Funds, Securities, Financial Advisory, Alternative Investments, Retirement Planning, 401k, Investment Strategies, Retirement, Investment Management, Finance, Separately Managed..., Fixed Annuities, Wealth Management..., Equities
Education
University of Cincinnati 1993 — 1995
Bachelor of Business Administration (B.B.A.), Finance
The University of Texas at Austin 1989 — 1991
Tabb High School 1986 — 1989
Muhammad Naqvi's Morgan Stanley Smith Barney Experience March 2010 - June 2010
Job Associate Corporate and Asset Finance at Macquarie Group
Industry Banking
Experience
Macquarie Group September 2014 - Present
J.P. Morgan June 2011 - August 2014
Bank of America Merrill Lynch June 2010 - August 2010
Morgan Stanley Smith Barney March 2010 - June 2010
UBS Wealth Management May 2009 - August 2009
NYU Stern School of Business April 2009 - August 2009
NIH July 2006 - November 2006
Skills
VBA, SQL, Matlab, HTML, Reuters, Stata, SNL, Capital IQ, Investment Banking, Investments, Financial Modeling, Valuation, Bloomberg Terminal, Finance
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
Bachelor of Science, Double Major in Finance and Information Systems; additional concentration in Economics
The University of Hong Kong 2009 — 2009
International Business Exchange (IBEX) Program, Faculty of Business and Economics
Macquarie Group September 2014 - Present
J.P. Morgan June 2011 - August 2014
Bank of America Merrill Lynch June 2010 - August 2010
Morgan Stanley Smith Barney March 2010 - June 2010
UBS Wealth Management May 2009 - August 2009
NYU Stern School of Business April 2009 - August 2009
NIH July 2006 - November 2006
Skills
VBA, SQL, Matlab, HTML, Reuters, Stata, SNL, Capital IQ, Investment Banking, Investments, Financial Modeling, Valuation, Bloomberg Terminal, Finance
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
Bachelor of Science, Double Major in Finance and Information Systems; additional concentration in Economics
The University of Hong Kong 2009 — 2009
International Business Exchange (IBEX) Program, Faculty of Business and Economics
Ryan Salisbury Ryan Salisbury's Morgan Stanley Smith Barney Experience June 2008 - August 2008
Job Consultant at Accenture Interactive
Industry Management Consulting
Experience
Accenture Interactive February 2015 - Present
Annalect Group January 2014 - January 2015
Annalect Group June 2012 - December 2013
Tribal DDB June 2011 - August 2011
BBDO May 2010 - June 2010
Morgan Stanley Smith Barney June 2008 - August 2008
Skills
Marketing Strategy, Marketing, New Business Development, Integrated Marketing, Account Management, Digital Strategy, Advertising, Online Advertising, Analytics, Mobile Marketing, Digital Media, Digital Marketing, SEM
Education
The University of Georgia 2008 — 2012
A.B., Economics, English
Accenture Interactive February 2015 - Present
Annalect Group January 2014 - January 2015
Annalect Group June 2012 - December 2013
Tribal DDB June 2011 - August 2011
BBDO May 2010 - June 2010
Morgan Stanley Smith Barney June 2008 - August 2008
Skills
Marketing Strategy, Marketing, New Business Development, Integrated Marketing, Account Management, Digital Strategy, Advertising, Online Advertising, Analytics, Mobile Marketing, Digital Media, Digital Marketing, SEM
Education
The University of Georgia 2008 — 2012
A.B., Economics, English
Rusty Woodward Rusty Woodward's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Financial Analyst at BB&T
Industry Banking
Experience
BB&T January 2015 - Present
BB&T January 2013 - January 2015
BB&T September 2012 - January 2013
BB&T January 2012 - September 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Make-A-Wish Foundation May 2011 - August 2011
Skills
Banking, Underwriting, Sales, Portfolio Management, Loans, Credit, Financial Analysis, Credit Analysis, Management
Education
The University of Georgia 2006 — 2011
Bachelor of Business Administration (B.B.A.), Finance And Economics
BB&T January 2015 - Present
BB&T January 2013 - January 2015
BB&T September 2012 - January 2013
BB&T January 2012 - September 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Make-A-Wish Foundation May 2011 - August 2011
Skills
Banking, Underwriting, Sales, Portfolio Management, Loans, Credit, Financial Analysis, Credit Analysis, Management
Education
The University of Georgia 2006 — 2011
Bachelor of Business Administration (B.B.A.), Finance And Economics
Sean Acosta Sean Acosta's Morgan Stanley Smith Barney Experience October 2011 - July 2012
Job Financial Services Professional /Communications Radio, Television, & Film, Writer
Industry Financial Services
Experience
Citi July 2012 - November 2012
Morgan Stanley Smith Barney October 2011 - July 2012
Abbott Entertainment January 2010 - June 2010
Herby's April 2005 - April 2006
B'Tween 1 & 5 April 2004 - April 2005
Tomas Agency June 1997 - June 2004
Education
The University of Texas at Austin 2007 — 2010
Communications, Radio, Television & Film
Citi July 2012 - November 2012
Morgan Stanley Smith Barney October 2011 - July 2012
Abbott Entertainment January 2010 - June 2010
Herby's April 2005 - April 2006
B'Tween 1 & 5 April 2004 - April 2005
Tomas Agency June 1997 - June 2004
Education
The University of Texas at Austin 2007 — 2010
Communications, Radio, Television & Film
Katherine Thein's Morgan Stanley Smith Barney Experience July 2005 - September 2006
Job Marketing Analyst
Industry Market Research
Experience
HSB Marketing February 2013 - Present
The Nelson-Atkins Museum of Art July 2011 - January 2013
Novogradac & Company LLP September 2006 - 2011
Morgan Stanley Smith Barney July 2005 - September 2006
Skills
Project Management, Valuation, Data Analysis, Marketing, Event Management, Market Research, Training, Nonprofits, Management, Social Media Marketing, Customer Service, Leadership
Education
The University of Kansas 2001 — 2005
Bachelor of Science in Business Administration, Emphasis in Marketing
Consortium International University
Emphasis in Global Marketing
HSB Marketing February 2013 - Present
The Nelson-Atkins Museum of Art July 2011 - January 2013
Novogradac & Company LLP September 2006 - 2011
Morgan Stanley Smith Barney July 2005 - September 2006
Skills
Project Management, Valuation, Data Analysis, Marketing, Event Management, Market Research, Training, Nonprofits, Management, Social Media Marketing, Customer Service, Leadership
Education
The University of Kansas 2001 — 2005
Bachelor of Science in Business Administration, Emphasis in Marketing
Consortium International University
Emphasis in Global Marketing
Robert Spiesman Robert Spiesman's Morgan Stanley Smith Barney Experience June 2010 - July 2010
Job J.D. Candidate, Class of 2017 at Benjamin N. Cardozo School of Law
Industry Financial Services
Experience
Benjamin N. Cardozo School of Law August 2014 - Present
Edelman, Krasin, & Jaye PLLC October 2012 - August 2014
University of Connecticut August 2008 - May 2012
Nets Basketball June 2011 - August 2011
Morgan Stanley Smith Barney June 2010 - July 2010
Innovative Stone June 2009 - August 2009
TestTakers July 2007 - May 2008
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Work Ethic, Microsoft Office, Research, Event Planning, Social Media, Sports, Teaching, Event Management, Data Entry
Education
The University of Connecticut School of Business 2008 — 2012
Bachelor of Science (BS), Finance
Benjamin N. Cardozo School of Law August 2014 - Present
Edelman, Krasin, & Jaye PLLC October 2012 - August 2014
University of Connecticut August 2008 - May 2012
Nets Basketball June 2011 - August 2011
Morgan Stanley Smith Barney June 2010 - July 2010
Innovative Stone June 2009 - August 2009
TestTakers July 2007 - May 2008
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Work Ethic, Microsoft Office, Research, Event Planning, Social Media, Sports, Teaching, Event Management, Data Entry
Education
The University of Connecticut School of Business 2008 — 2012
Bachelor of Science (BS), Finance
Howard Bissell, III Howard Bissell, III's Morgan Stanley Smith Barney Experience September 1991 - September 1993
Job Senior Vice President and Director The Bissell Companies
Industry Commercial Real Estate
Experience
The Bissell Companies August 1996 - Present
Bank of America September 1993 - August 1996
Morgan Stanley Smith Barney September 1991 - September 1993
Skills
Long-term Customer..., Community Management
Education
The University of Georgia 1986 — 1991
Bachelor of Arts (B.A.), Political Science and Government
Charlotte Country Day School
The Bissell Companies August 1996 - Present
Bank of America September 1993 - August 1996
Morgan Stanley Smith Barney September 1991 - September 1993
Skills
Long-term Customer..., Community Management
Education
The University of Georgia 1986 — 1991
Bachelor of Arts (B.A.), Political Science and Government
Charlotte Country Day School
Carol Hoppe Carol Hoppe's Morgan Stanley Smith Barney Experience August 2009 - August 2010
Job Executive Assistant Resource Environmental Solutions LLC
Industry Environmental Services
Experience
Resource Environmental Solutions LLC April 2014 - Present
Northern Trust December 2011 - December 2013
Morgan Stanley Smith Barney August 2009 - August 2010
Merrill Lynch Family Office Services August 2005 - July 2008
Merrill Lynch 1978 - 1983
Education
The University of Texas at Austin 1974 — 1978
BBA
Resource Environmental Solutions LLC April 2014 - Present
Northern Trust December 2011 - December 2013
Morgan Stanley Smith Barney August 2009 - August 2010
Merrill Lynch Family Office Services August 2005 - July 2008
Merrill Lynch 1978 - 1983
Education
The University of Texas at Austin 1974 — 1978
BBA
Lamar Rahden's Morgan Stanley Smith Barney Experience August 2009 - April 2011
Job Financial Advisor at PNC Investments
Industry Investment Management
Experience
PNC Investments May 2014 - Present
US Bancorp Investments March 2011 - May 2014
Morgan Stanley Smith Barney August 2009 - April 2011
Senderra Funding July 2007 - April 2009
Argent Mortgage August 2004 - April 2007
Education
University of Kansas 1991 — 1995
Bachelor of Science (BS), Finance and Psychology
PNC Investments May 2014 - Present
US Bancorp Investments March 2011 - May 2014
Morgan Stanley Smith Barney August 2009 - April 2011
Senderra Funding July 2007 - April 2009
Argent Mortgage August 2004 - April 2007
Education
University of Kansas 1991 — 1995
Bachelor of Science (BS), Finance and Psychology
Gretchen Dervin's Morgan Stanley Smith Barney Experience 2007 - 2008
Job Branch Office Assistant at Edward Jones
Industry Computer & Network Security
Experience
Edward Jones January 2010 - Present
Entire Computer Solutions September 2007 - January 2010
Invitations by Design 1995 - 2009
Morgan Stanley Smith Barney 2007 - 2008
Edward Jones 1999 - 2006
Kemper Financial 1989 - 1995
kemper service company 1989 - 1995
Skills
Vendor Management, Business Analysis, Process Improvement, Risk Management
Education
The University of Kansas 1985 — 1989
BA, Business
Edward Jones January 2010 - Present
Entire Computer Solutions September 2007 - January 2010
Invitations by Design 1995 - 2009
Morgan Stanley Smith Barney 2007 - 2008
Edward Jones 1999 - 2006
Kemper Financial 1989 - 1995
kemper service company 1989 - 1995
Skills
Vendor Management, Business Analysis, Process Improvement, Risk Management
Education
The University of Kansas 1985 — 1989
BA, Business
Hannah Wu Hannah Wu's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job Business Planning Manager at General Mills
Industry Consumer Goods
Experience
General Mills July 2015 - Present
General Mills January 2014 - Present
General Mills February 2013 - January 2014
Socialware January 2012 - November 2012
University of Texas at Austin May 2011 - December 2011
LeafHouse Financial Advisors, LLC. October 2010 - May 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Kansas World Trade Center July 2010 - July 2010
Skills
Marketing, Social Media, Facebook, Event Planning, PowerPoint, Microsoft Office, Social Media Marketing, Mandarin, Nielsen Nitro, Salesforce.com, Google Analytics, Marketo, Social Networking, Twitter, Writing
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2012
Bachelor of Business Administration, Marketing
General Mills July 2015 - Present
General Mills January 2014 - Present
General Mills February 2013 - January 2014
Socialware January 2012 - November 2012
University of Texas at Austin May 2011 - December 2011
LeafHouse Financial Advisors, LLC. October 2010 - May 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Kansas World Trade Center July 2010 - July 2010
Skills
Marketing, Social Media, Facebook, Event Planning, PowerPoint, Microsoft Office, Social Media Marketing, Mandarin, Nielsen Nitro, Salesforce.com, Google Analytics, Marketo, Social Networking, Twitter, Writing
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2012
Bachelor of Business Administration, Marketing
Kalen Thornton's Morgan Stanley Smith Barney Experience April 2009 - July 2009
Job East Brand Marketing Director Nike Running
Industry Retail
Experience
Nike December 2014 - Present
Nike July 2013 - December 2014
Nike July 2011 - July 2013
Stanford Graduate School of Business September 2009 - October 2011
Nike Inc June 2010 - September 2010
Pharos Capital Group July 2009 - September 2009
Morgan Stanley Smith Barney April 2009 - July 2009
Citigroup November 2006 - April 2009
Dallas Cowboys March 2004 - July 2006
Skills
Brand Management, Entrepreneurship, Strategic Planning, Program Management, Marketing Strategy, Digital Marketing, Digital Strategy, Sports Marketing, Social Media Marketing, Marketing, Leadership, Public Speaking, Strategy, Start-ups, Business Strategy, Product Management, Business Planning, Market Research, Strategic Partnerships, Event Management, Management, Product Marketing, Business Development, Sponsorship, Venture Capital, Marketing Communications, Retail, Social Media
Education
Stanford Graduate School of Business 2009 — 2011
Master of Business Administration, 2009
Harvard Business School Executive Education 2006 — 2006
The University of Texas at Austin - The Red McCombs School of Business 2000 — 2003
Bachelors Business Administration, Finance
St. Marks School of Texas 1989 — 2000
Nike December 2014 - Present
Nike July 2013 - December 2014
Nike July 2011 - July 2013
Stanford Graduate School of Business September 2009 - October 2011
Nike Inc June 2010 - September 2010
Pharos Capital Group July 2009 - September 2009
Morgan Stanley Smith Barney April 2009 - July 2009
Citigroup November 2006 - April 2009
Dallas Cowboys March 2004 - July 2006
Skills
Brand Management, Entrepreneurship, Strategic Planning, Program Management, Marketing Strategy, Digital Marketing, Digital Strategy, Sports Marketing, Social Media Marketing, Marketing, Leadership, Public Speaking, Strategy, Start-ups, Business Strategy, Product Management, Business Planning, Market Research, Strategic Partnerships, Event Management, Management, Product Marketing, Business Development, Sponsorship, Venture Capital, Marketing Communications, Retail, Social Media
Education
Stanford Graduate School of Business 2009 — 2011
Master of Business Administration, 2009
Harvard Business School Executive Education 2006 — 2006
The University of Texas at Austin - The Red McCombs School of Business 2000 — 2003
Bachelors Business Administration, Finance
St. Marks School of Texas 1989 — 2000
Madison Wells, CIMA® Madison Wells, CIMA®'s Morgan Stanley Smith Barney Experience May 1998 - January 2010
Job Financial Advisor at Wells Fargo Advisors, LLC | First Vice President Investment Officer
Industry Financial Services
Experience
The Rucker Wells Group of Wells Fargo Advisors, LLC January 2010 - Present
Morgan Stanley Smith Barney May 1998 - January 2010
Merrill Lynch May 1993 - May 1998
Skills
Asset Allocation, Financial Analysis, Concentrated Stock..., Estate Investment..., Financial Advisory, Financial Reporting, Fixed Income Strategies, Insurance, Investment Planning, Investment Strategies, Investments, Multi-generational..., Relationship Management, Securities, Strategic Planning, Tax-efficient Strategies, Wealth-preservation...
Education
The University of Memphis 1991 — 1993
B.A., Economics
Rhodes College 1988 — 1990
English
The Rucker Wells Group of Wells Fargo Advisors, LLC January 2010 - Present
Morgan Stanley Smith Barney May 1998 - January 2010
Merrill Lynch May 1993 - May 1998
Skills
Asset Allocation, Financial Analysis, Concentrated Stock..., Estate Investment..., Financial Advisory, Financial Reporting, Fixed Income Strategies, Insurance, Investment Planning, Investment Strategies, Investments, Multi-generational..., Relationship Management, Securities, Strategic Planning, Tax-efficient Strategies, Wealth-preservation...
Education
The University of Memphis 1991 — 1993
B.A., Economics
Rhodes College 1988 — 1990
English
Dana Andersson Dana Andersson's Morgan Stanley Smith Barney Experience January 2010 - May 2010
Job Treasury Accounting Services at Marriott International
Industry Accounting
Experience
Marriott International September 2014 - Present
Sterling National Bank September 2010 - June 2014
Morgan Stanley Smith Barney January 2010 - May 2010
Aflac September 2008 - June 2009
US Nonwovens Corp June 2007 - August 2008
Skills
Journal Entries, Spreadsheets, Financial Statements, Financial Analysis, Accounting, Account Reconciliation, Microsoft Excel, Outlook, Bank Reconciliation, PowerPoint, Finance, Accounts Payable, Accounts Receivable, Financial Reporting, Payroll
Education
State University of New York College at Old Westbury 2012 — 2014
30 credits earned towards Master's Degree, Accounting
Towson University 2006 — 2010
B.S. Business Administration, Finance
Marriott International September 2014 - Present
Sterling National Bank September 2010 - June 2014
Morgan Stanley Smith Barney January 2010 - May 2010
Aflac September 2008 - June 2009
US Nonwovens Corp June 2007 - August 2008
Skills
Journal Entries, Spreadsheets, Financial Statements, Financial Analysis, Accounting, Account Reconciliation, Microsoft Excel, Outlook, Bank Reconciliation, PowerPoint, Finance, Accounts Payable, Accounts Receivable, Financial Reporting, Payroll
Education
State University of New York College at Old Westbury 2012 — 2014
30 credits earned towards Master's Degree, Accounting
Towson University 2006 — 2010
B.S. Business Administration, Finance
Robert Ennis Robert Ennis's Morgan Stanley Smith Barney Experience March 2006 - July 2011
Job Senior Executive
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2006 - July 2011
CPA Data Exchange, LLC May 2002 - February 2006
Legg Mason June 1999 - May 2002
Legg Mason October 1996 - June 1999
Charles Schwab July 1993 - October 1996
Charles Schwab July 1991 - January 1993
Merrill Lynch December 1989 - April 1991
Merrill Lynch June 1987 - November 1989
Skills
Asset Allocation, Mutual Funds, Training, Wealth Management, Finance, Series 63, Securities, Series 7, Sales Management, Investment Advisory, Investments, Portfolio Management, Asset Management, Series 65, Equities, Sales, Alternative Investments
Education
Thomas Edison State College
BSBA, Finance & Marketing
Morgan Stanley Smith Barney March 2006 - July 2011
CPA Data Exchange, LLC May 2002 - February 2006
Legg Mason June 1999 - May 2002
Legg Mason October 1996 - June 1999
Charles Schwab July 1993 - October 1996
Charles Schwab July 1991 - January 1993
Merrill Lynch December 1989 - April 1991
Merrill Lynch June 1987 - November 1989
Skills
Asset Allocation, Mutual Funds, Training, Wealth Management, Finance, Series 63, Securities, Series 7, Sales Management, Investment Advisory, Investments, Portfolio Management, Asset Management, Series 65, Equities, Sales, Alternative Investments
Education
Thomas Edison State College
BSBA, Finance & Marketing
Robert Amato, CFP, CIMA Robert Amato, CFP, CIMA's Morgan Stanley Smith Barney Experience January 2006 - March 2011
Job Managing Partner at Compass Wealth Management
Industry Financial Services
Experience
Compass Wealth Management (www.compasswm.net) March 2011 - Present
Morgan Stanley Smith Barney January 2006 - March 2011
Merrill Lynch 2000 - 2006
First Union 1997 - 2000
Education
Wharton School, University of Pennsylvania 2007 — 2008
CIMA, Certified Investment Management Analyst Certification
The University of Georgia 1992 — 1996
BBA, Finance
Compass Wealth Management (www.compasswm.net) March 2011 - Present
Morgan Stanley Smith Barney January 2006 - March 2011
Merrill Lynch 2000 - 2006
First Union 1997 - 2000
Education
Wharton School, University of Pennsylvania 2007 — 2008
CIMA, Certified Investment Management Analyst Certification
The University of Georgia 1992 — 1996
BBA, Finance
Dina Floyd Dina Floyd's Morgan Stanley Smith Barney Experience 2010 - October 2012
Job Financial Advisor at McBryar Advisory
Industry Financial Services
Experience
McBryar Advisory March 2014 - Present
Merrill Lynch September 2012 - Present
Morgan Stanley Smith Barney 2010 - October 2012
Xanodyne Pharmaceuticals 2009 - 2010
PDI, Inc. 2008 - 2009
Ortho-McNeil Pharmaceutical 1998 - 2001
Miller Brewing Company 1996 - 1998
Anheuser-Busch 1994 - 1996
Skills
Certified Special Needs..., Strategic Financial..., Series 7, Series 66, Life & Health Insurance..., Investments, Financial Planning, Retirement Planning, Wealth Management, Insurance, Estate Planning, Women's Health, Cardiology, Neuroscience, Pediatrics, Infectious Diseases, Medical Devices, Training, Trade Shows, Marketing, Financial Advisory, Long-term Care, Asset Allocation, Uniform Combined State...
Education
Ray College 1991 — 1994
Bachelor, Magna Cum Laude, Fine Arts
Truman State University 1990 — 1991
Honors, Fine Arts, Art History
The School of the Art Institute of Chicago 1989 — 1991
Design, Illustration
McBryar Advisory March 2014 - Present
Merrill Lynch September 2012 - Present
Morgan Stanley Smith Barney 2010 - October 2012
Xanodyne Pharmaceuticals 2009 - 2010
PDI, Inc. 2008 - 2009
Ortho-McNeil Pharmaceutical 1998 - 2001
Miller Brewing Company 1996 - 1998
Anheuser-Busch 1994 - 1996
Skills
Certified Special Needs..., Strategic Financial..., Series 7, Series 66, Life & Health Insurance..., Investments, Financial Planning, Retirement Planning, Wealth Management, Insurance, Estate Planning, Women's Health, Cardiology, Neuroscience, Pediatrics, Infectious Diseases, Medical Devices, Training, Trade Shows, Marketing, Financial Advisory, Long-term Care, Asset Allocation, Uniform Combined State...
Education
Ray College 1991 — 1994
Bachelor, Magna Cum Laude, Fine Arts
Truman State University 1990 — 1991
Honors, Fine Arts, Art History
The School of the Art Institute of Chicago 1989 — 1991
Design, Illustration
Gin Ho Gin Ho's Morgan Stanley Smith Barney Experience August 2010 - September 2011
Job First Vice President Business Banking at CTBC Bank USA
Industry Banking
Experience
CTBC Bank September 2011 - Present
Morgan Stanley Smith Barney August 2010 - September 2011
United Commercial Bank June 2009 - November 2009
Wells Fargo October 1995 - May 2009
Skills
Banking, Credit, Loans, Wealth Management, Small Business Lending, Retail Banking, Underwriting, Commercial Banking, Financial Services, Consumer Lending, Commercial Lending, Private Banking, Management, Treasury Management, Finance, Relationship Management, Leadership, Credit Analysis, Investments, Lines Of Credit, Portfolio Management
Education
The University of Texas at Austin 1991 — 1995
Bachelor, Economics
CTBC Bank September 2011 - Present
Morgan Stanley Smith Barney August 2010 - September 2011
United Commercial Bank June 2009 - November 2009
Wells Fargo October 1995 - May 2009
Skills
Banking, Credit, Loans, Wealth Management, Small Business Lending, Retail Banking, Underwriting, Commercial Banking, Financial Services, Consumer Lending, Commercial Lending, Private Banking, Management, Treasury Management, Finance, Relationship Management, Leadership, Credit Analysis, Investments, Lines Of Credit, Portfolio Management
Education
The University of Texas at Austin 1991 — 1995
Bachelor, Economics
Deen Lincoln Deen Lincoln's Morgan Stanley Smith Barney Experience 2003 - Present
Job Financial Advisor, Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2003 - Present
L. Cotton Thomas & Company, CPA's 2002 - 2003
Market Street Cinema 1991 - 2002
Two Guys Named Tony & King Pizza 1986 - 1991
Skills
Venture Capital, Capital Markets, Retirement Planning, Investments
Education
University of Arkansas 1978 — 1979
Masters of Accounting, Accounting and Finance
Thunderbird School of Global Management 1974 — 1975
Master in International Management, Marketing, Advertising and Spanish
Westminster College (MO) 1970 — 1974
BA, Business, Economics and Mathematics
Morgan Stanley Smith Barney 2003 - Present
L. Cotton Thomas & Company, CPA's 2002 - 2003
Market Street Cinema 1991 - 2002
Two Guys Named Tony & King Pizza 1986 - 1991
Skills
Venture Capital, Capital Markets, Retirement Planning, Investments
Education
University of Arkansas 1978 — 1979
Masters of Accounting, Accounting and Finance
Thunderbird School of Global Management 1974 — 1975
Master in International Management, Marketing, Advertising and Spanish
Westminster College (MO) 1970 — 1974
BA, Business, Economics and Mathematics
Richard L. Arnold Richard L. Arnold's Morgan Stanley Smith Barney Experience January 2006 - September 2007
Job Retired
Industry Financial Services
Experience
The Corundum Group September 2010 - December 2012
Raymond James and Associates 2008 - October 2010
Morgan Stanley Smith Barney January 2006 - September 2007
Bethesda Associates 1994 - 2007
Grant Thornton 1990 - 1994
Deloitte & Touche 1975 - 1990
Skills
Strategic Financial..., Financial Analysis
Education
The University of South Dakota 1971 — 1975
BS, Accounting
The Corundum Group September 2010 - December 2012
Raymond James and Associates 2008 - October 2010
Morgan Stanley Smith Barney January 2006 - September 2007
Bethesda Associates 1994 - 2007
Grant Thornton 1990 - 1994
Deloitte & Touche 1975 - 1990
Skills
Strategic Financial..., Financial Analysis
Education
The University of South Dakota 1971 — 1975
BS, Accounting
Richard A. Funk, CFP®'s Morgan Stanley Smith Barney Experience 2005 - February 2011
Job Senior Vice President, Investments
Industry Financial Services
Experience
Texas Capitol Group of Raymond James February 2011 - Present
Morgan Stanley Smith Barney 2005 - February 2011
John McStay Investment Council 2002 - 2005
Skills
Investments, Estate Planning, Finance, Asset Allocation, Portfolio Management, Investment Strategies, Equities
Education
The University of Texas at Austin 1997 — 2001
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Austin High School 1994 — 1997
Texas Capitol Group of Raymond James February 2011 - Present
Morgan Stanley Smith Barney 2005 - February 2011
John McStay Investment Council 2002 - 2005
Skills
Investments, Estate Planning, Finance, Asset Allocation, Portfolio Management, Investment Strategies, Equities
Education
The University of Texas at Austin 1997 — 2001
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Austin High School 1994 — 1997
Ed Slapansky's Morgan Stanley Smith Barney Experience 1997 - 1998
Job Investment Analyst at Visium Asset Management
Industry Investment Management
Experience
Visium Asset Management May 2013 - Present
The Blackstone Group July 2007 - May 2013
Deutsche Bank Securities 2006 - 2006
Huron Consulting Group January 2003 - June 2005
Houlihan Capital 1999 - 2002
Morgan Stanley Smith Barney 1997 - 1998
Skills
LBO, Mergers, Divestitures, Credit, Finance, Corporate Actions, High Yield, Mutual Funds, Private Equity, Valuation, Investment Banking, Due Diligence, Capital Markets, Hedge Funds, Asset Managment, Restructuring, Debt Restructuring, Restructures, Chapter 11, Liquidation, Distressed Debt, Distressed Bonds, Value Investing, Deep Value Investing, Special Situations..., Distressed M&A, Principal Investing, Special Situations, High Yield Bonds, Event Driven
Education
The University of Chicago - Booth School of Business 2005 — 2007
MBA
University of Illinois at Urbana-Champaign - College of Business 1996 — 1998
BS
Glenbard South 1991 — 1994
High School
Benet Academy 1990 — 1991
Visium Asset Management May 2013 - Present
The Blackstone Group July 2007 - May 2013
Deutsche Bank Securities 2006 - 2006
Huron Consulting Group January 2003 - June 2005
Houlihan Capital 1999 - 2002
Morgan Stanley Smith Barney 1997 - 1998
Skills
LBO, Mergers, Divestitures, Credit, Finance, Corporate Actions, High Yield, Mutual Funds, Private Equity, Valuation, Investment Banking, Due Diligence, Capital Markets, Hedge Funds, Asset Managment, Restructuring, Debt Restructuring, Restructures, Chapter 11, Liquidation, Distressed Debt, Distressed Bonds, Value Investing, Deep Value Investing, Special Situations..., Distressed M&A, Principal Investing, Special Situations, High Yield Bonds, Event Driven
Education
The University of Chicago - Booth School of Business 2005 — 2007
MBA
University of Illinois at Urbana-Champaign - College of Business 1996 — 1998
BS
Glenbard South 1991 — 1994
High School
Benet Academy 1990 — 1991
Christopher Powell Jones's Morgan Stanley Smith Barney Experience September 2010 - May 2011
Job Consulting Team Leader
Industry Information Services
Experience
Noname Consulting Group April 2014 - Present
Secure Records Solutions May 2011 - Present
Morgan Stanley Smith Barney September 2010 - May 2011
The University of Georgia 2006 - 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Secure Records Solutions, LLC May 2005 - June 2009
The Documentary Group May 2008 - July 2008
Skills
Public Speaking, Research, PowerPoint, Microsoft Office, Microsoft Excel, Social Media, Event Planning, Microsoft Word, Spanish, Fundraising, Facebook, Social Networking, Non-profits, Customer Service, Data Analysis, Strategic Planning, Public Relations, Social Media Marketing, Marketing, Leadership, Event Management, Analysis, Disaster Recovery, Records Management, Shredding, Warehousing, Logistics, Cross Docking, Recycling, Nonprofits, Community Outreach, Press Releases, Editing, Leadership Development, Blogging, Market Research, Management, Sales, Finance, Time Management, Training, Marketing Strategy, Entrepreneurship, Financial Analysis, Budgets, Project Management, Access, Strategy, Team Leadership
Education
The University of Georgia 2006 — 2010
A.B., Comparative Literature
Noname Consulting Group April 2014 - Present
Secure Records Solutions May 2011 - Present
Morgan Stanley Smith Barney September 2010 - May 2011
The University of Georgia 2006 - 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Secure Records Solutions, LLC May 2005 - June 2009
The Documentary Group May 2008 - July 2008
Skills
Public Speaking, Research, PowerPoint, Microsoft Office, Microsoft Excel, Social Media, Event Planning, Microsoft Word, Spanish, Fundraising, Facebook, Social Networking, Non-profits, Customer Service, Data Analysis, Strategic Planning, Public Relations, Social Media Marketing, Marketing, Leadership, Event Management, Analysis, Disaster Recovery, Records Management, Shredding, Warehousing, Logistics, Cross Docking, Recycling, Nonprofits, Community Outreach, Press Releases, Editing, Leadership Development, Blogging, Market Research, Management, Sales, Finance, Time Management, Training, Marketing Strategy, Entrepreneurship, Financial Analysis, Budgets, Project Management, Access, Strategy, Team Leadership
Education
The University of Georgia 2006 — 2010
A.B., Comparative Literature
Milt Driver, MBA Milt Driver, MBA's Morgan Stanley Smith Barney Experience March 1989 - February 2009
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial February 2009 - Present
Morgan Stanley Smith Barney March 1989 - February 2009
Merrill Lynch March 1984 - March 1989
Skills
Investments, Education Planning, Financial Planning, IRA Rollovers, Long Term Care Insurance, Retirement Planning..., Wealth Management..., Wealth Preservation...
Education
The University of Texas at Austin- McCombs School of Business
MBA 1977
Virginia Polytechnic Institute and State University
BA 1970, Economics
Ameriprise Financial February 2009 - Present
Morgan Stanley Smith Barney March 1989 - February 2009
Merrill Lynch March 1984 - March 1989
Skills
Investments, Education Planning, Financial Planning, IRA Rollovers, Long Term Care Insurance, Retirement Planning..., Wealth Management..., Wealth Preservation...
Education
The University of Texas at Austin- McCombs School of Business
MBA 1977
Virginia Polytechnic Institute and State University
BA 1970, Economics
Katie (Cohen) Cristof's Morgan Stanley Smith Barney Experience August 2008 - December 2008
Job Client Operations Manager at NewComLink
Industry Financial Services
Experience
NewComLink May 2012 - Present
National Financial Partners August 2011 - May 2012
National Financial Partners April 2010 - August 2011
Morgan Stanley Smith Barney August 2008 - December 2008
Skills
Series 7, Portfolio Management, Process Improvement, Financial Services, Employee Training, Business Process..., Vendor Management, Marketing Strategy, Relationship Management, Analytics, Strategy, Data Analysis, Technical Training, Quality Assurance
Education
The University of Texas at Austin 2006 — 2009
BA, Economics
NewComLink May 2012 - Present
National Financial Partners August 2011 - May 2012
National Financial Partners April 2010 - August 2011
Morgan Stanley Smith Barney August 2008 - December 2008
Skills
Series 7, Portfolio Management, Process Improvement, Financial Services, Employee Training, Business Process..., Vendor Management, Marketing Strategy, Relationship Management, Analytics, Strategy, Data Analysis, Technical Training, Quality Assurance
Education
The University of Texas at Austin 2006 — 2009
BA, Economics
Ryan Dornak Ryan Dornak's Morgan Stanley Smith Barney Experience June 2010 - March 2011
Job OCTG Sales Representative Eagle Ford Region at Tenaris
Industry Banking
Experience
Tenaris August 2014 - Present
Tenaris July 2013 - August 2014
Tenaris August 2012 - June 2013
alliantgroup March 2012 - July 2012
alliantgroup July 2011 - March 2012
Morgan Stanley Smith Barney June 2010 - March 2011
The University of Texas Call Center March 2009 - May 2009
Skills
Analysis, Technical Writing, Software Documentation, Management, Sales, Social Media, Research, Event Planning, Microsoft Office
Education
The University of Texas at Austin 2008 — 2011
Bachelor of Arts, Economics
Saint Agnes Academy 2003 — 2007
Tenaris August 2014 - Present
Tenaris July 2013 - August 2014
Tenaris August 2012 - June 2013
alliantgroup March 2012 - July 2012
alliantgroup July 2011 - March 2012
Morgan Stanley Smith Barney June 2010 - March 2011
The University of Texas Call Center March 2009 - May 2009
Skills
Analysis, Technical Writing, Software Documentation, Management, Sales, Social Media, Research, Event Planning, Microsoft Office
Education
The University of Texas at Austin 2008 — 2011
Bachelor of Arts, Economics
Saint Agnes Academy 2003 — 2007
Lisa Slager CPC Lisa Slager CPC's Morgan Stanley Smith Barney Experience September 1983 - June 2003
Job Medical Coding Specialist at CenseoHealth
Industry Nonprofit Organization Management
Experience
CenseoHealth June 2014 - Present
QuestCare Clinic April 2014 - June 2014
Addison Group contract for CIGNA October 2013 - February 2014
Richland College 2012 - October 2013
Fellowship Bible Church Dallas May 2012 - July 2012
Northwest Bible Church November 2010 - January 2011
Refugee empowerment thru Fellowship Bible Church 2010 - 2011
Cash Manager/Accounting in Ministry 501(c)3 -- East West Ministries January 2004 - August 2010
Morgan Stanley Smith Barney September 1983 - June 2003
Dallas Independent School District September 1976 - August 1983
Skills
Accounting, Non-profits, Customer Service, Accounts Payable, Excel, Microsoft Office, Medical Billing, Medical Coding, Medical Terminology, Medical Records, Nonprofits, Microsoft Word, Microsoft Excel, Accounts Receivable, Budgets, Healthcare, Outlook, Team Leadership, Financial Analysis, Teamwork
Education
The University of Texas at Austin 1972 — 1976
Bachelors of Science, Education/Math
CenseoHealth June 2014 - Present
QuestCare Clinic April 2014 - June 2014
Addison Group contract for CIGNA October 2013 - February 2014
Richland College 2012 - October 2013
Fellowship Bible Church Dallas May 2012 - July 2012
Northwest Bible Church November 2010 - January 2011
Refugee empowerment thru Fellowship Bible Church 2010 - 2011
Cash Manager/Accounting in Ministry 501(c)3 -- East West Ministries January 2004 - August 2010
Morgan Stanley Smith Barney September 1983 - June 2003
Dallas Independent School District September 1976 - August 1983
Skills
Accounting, Non-profits, Customer Service, Accounts Payable, Excel, Microsoft Office, Medical Billing, Medical Coding, Medical Terminology, Medical Records, Nonprofits, Microsoft Word, Microsoft Excel, Accounts Receivable, Budgets, Healthcare, Outlook, Team Leadership, Financial Analysis, Teamwork
Education
The University of Texas at Austin 1972 — 1976
Bachelors of Science, Education/Math
Anna Hutcherson Anna Hutcherson's Morgan Stanley Smith Barney Experience January 2004 - June 2006
Job Accounting and Finance Professional
Industry Financial Services
Experience
open to opportunities June 2010 - Present
The Big Chill, Inc January 2008 - Present
Raymond James & Associates, Inc March 2006 - August 2008
Raymond James Financial January 2006 - June 2008
Morgan Stanley Smith Barney January 2004 - June 2006
Colonial Brokerage, Inc March 2005 - March 2006
2004TN Department of Revenue October 2002 - March 2005
2004-2005 January 2001 - January 2002
Education
University of Tennessee 1997 — 2001
Accounting, Business
University of Tennessee 1997 — 2001
Finance, Business
The University of Tennessee at Chattanooga
Bachelor of Science, Business Administration; Finance & Accounting
open to opportunities June 2010 - Present
The Big Chill, Inc January 2008 - Present
Raymond James & Associates, Inc March 2006 - August 2008
Raymond James Financial January 2006 - June 2008
Morgan Stanley Smith Barney January 2004 - June 2006
Colonial Brokerage, Inc March 2005 - March 2006
2004TN Department of Revenue October 2002 - March 2005
2004-2005 January 2001 - January 2002
Education
University of Tennessee 1997 — 2001
Accounting, Business
University of Tennessee 1997 — 2001
Finance, Business
The University of Tennessee at Chattanooga
Bachelor of Science, Business Administration; Finance & Accounting
Bryan Lam's Morgan Stanley Smith Barney Experience January 2004 - September 2004
Job Technology Communications at Facebook
Industry Public Relations and Communications
Experience
Facebook June 2015 - Present
KIXEYE January 2012 - November 2014
National Basketball Association July 2010 - July 2011
2K Sports [Take-Two Interactive] December 2007 - April 2010
RedOctane [Activision Blizzard] August 2006 - November 2007
Kohnke Communications October 2004 - August 2006
Morgan Stanley Smith Barney January 2004 - September 2004
Skills
Video Games, Social Media, Public Relations, Media Relations, Digital Media, Product Launch, Positioning, Sports, New Media, Entertainment, Magazines, Strategic Communications, Publicity, Strategic Planning, Marketing Strategy, Content Strategy, Marketing, Social Games, Video Production, Management, Copy Editing, Creative Writing, Video Editing, Editing, Event Management, Sales, Digital Marketing, Creative Direction, Brand Development, Interactive..., Blogging, Community Management, Strategic Partnerships, Television, Social Media Marketing, Strategy, Social Networking, Press Releases, Facebook, Mobile Devices, Integrated Marketing, Video
Education
University of California, Berkeley 2000 — 2003
B.A.
The University of British Columbia
Facebook June 2015 - Present
KIXEYE January 2012 - November 2014
National Basketball Association July 2010 - July 2011
2K Sports [Take-Two Interactive] December 2007 - April 2010
RedOctane [Activision Blizzard] August 2006 - November 2007
Kohnke Communications October 2004 - August 2006
Morgan Stanley Smith Barney January 2004 - September 2004
Skills
Video Games, Social Media, Public Relations, Media Relations, Digital Media, Product Launch, Positioning, Sports, New Media, Entertainment, Magazines, Strategic Communications, Publicity, Strategic Planning, Marketing Strategy, Content Strategy, Marketing, Social Games, Video Production, Management, Copy Editing, Creative Writing, Video Editing, Editing, Event Management, Sales, Digital Marketing, Creative Direction, Brand Development, Interactive..., Blogging, Community Management, Strategic Partnerships, Television, Social Media Marketing, Strategy, Social Networking, Press Releases, Facebook, Mobile Devices, Integrated Marketing, Video
Education
University of California, Berkeley 2000 — 2003
B.A.
The University of British Columbia
Stephanie Parrish, CMA Stephanie Parrish, CMA's Morgan Stanley Smith Barney Experience January 2007 - May 2007
Job Financial Consultant Expense Management at Unum
Industry Financial Services
Experience
Unum March 2015 - Present
Unum June 2012 - March 2015
American City Bank September 2011 - June 2012
American City Bank December 2010 - September 2011
American City Bank June 2008 - December 2010
Convergys September 2007 - May 2008
Morgan Stanley Smith Barney January 2007 - May 2007
Skills
Accounting, Financial Reporting, Financial Analysis, Internal Controls, Microsoft Excel, Microsoft Office, Banking, Financial Accounting, Treasury Management, Variance Analysis, Cash Management, Auditing, Presenting to Senior..., Expense Allocation, Cost Allocation, Bank Reconciliation, Business Process..., Reporting & Analysis
Education
Xavier University 2006 — 2008
BSBA, Accounting
The University of Tennessee at Chattanooga
Master of Business Administration (MBA)
Unum March 2015 - Present
Unum June 2012 - March 2015
American City Bank September 2011 - June 2012
American City Bank December 2010 - September 2011
American City Bank June 2008 - December 2010
Convergys September 2007 - May 2008
Morgan Stanley Smith Barney January 2007 - May 2007
Skills
Accounting, Financial Reporting, Financial Analysis, Internal Controls, Microsoft Excel, Microsoft Office, Banking, Financial Accounting, Treasury Management, Variance Analysis, Cash Management, Auditing, Presenting to Senior..., Expense Allocation, Cost Allocation, Bank Reconciliation, Business Process..., Reporting & Analysis
Education
Xavier University 2006 — 2008
BSBA, Accounting
The University of Tennessee at Chattanooga
Master of Business Administration (MBA)
Alex Hood's Morgan Stanley Smith Barney Experience May 2012 - August 2012
Job Risk Management Analyst at Willis
Industry Insurance
Experience
Willis July 2014 - Present
CommunityAmerica Credit Union June 2013 - July 2014
Morgan Stanley Smith Barney May 2012 - August 2012
CommunityAmerica Credit Union May 2011 - August 2011
Skills
Risk Management, Financial Analysis, Leadership, Microsoft Excel, Financial Risk, Data Analysis, Customer Service, Profitability..., Public Speaking, Capital Budgeting, Research, Microsoft Office, SQL, Forecasting, Financial Modeling, Financial Services, Financial Statements, Consolidated Financial..., Sales, Microsoft SQL Server
Education
University of Kansas 2009 — 2013
B.S., Finance
Willis July 2014 - Present
CommunityAmerica Credit Union June 2013 - July 2014
Morgan Stanley Smith Barney May 2012 - August 2012
CommunityAmerica Credit Union May 2011 - August 2011
Skills
Risk Management, Financial Analysis, Leadership, Microsoft Excel, Financial Risk, Data Analysis, Customer Service, Profitability..., Public Speaking, Capital Budgeting, Research, Microsoft Office, SQL, Forecasting, Financial Modeling, Financial Services, Financial Statements, Consolidated Financial..., Sales, Microsoft SQL Server
Education
University of Kansas 2009 — 2013
B.S., Finance
Amanda Garavaglia Amanda Garavaglia's Morgan Stanley Smith Barney Experience June 2008 - May 2009
Job Marketing Communications Associate
Industry Investment Management
Experience
Thornburg Investment Management August 2014 - Present
Thornburg Investment Management March 2013 - August 2014
RBC Wealth Management May 2009 - September 2012
Morgan Stanley Smith Barney June 2008 - May 2009
Skills
Microsoft Office, Microsoft Excel, Morningstar, ThomsonOne, Data Analysis, Microsoft Word, PowerPoint, Outlook, Pivot Tables, Customer Service, CRM, CRM Integration, Investments, Asset Allocation, Investment Research, Mutual Funds, Managed Money, Organization, Process Improvement, Team Leadership, Leadership, Meet Deadlines, Meeting Planning, Typing, Phone Skills, Fast Learner, Work in A Fast Paced..., Writing, RFP, Communication, Time Management, Securities, Account Management, Bloomberg Terminal, Portfolio Management, Retirement Planning, Financial Analysis, Finance, Financial Services
Education
The University of New Mexico - Robert O. Anderson School of Management 2011 — 2012
Master of Business Administration, Finance, 4.18
The University of New Mexico 2007 — 2011
Bachelor of Business Administration, Finance and Economics, 4.03
Thornburg Investment Management August 2014 - Present
Thornburg Investment Management March 2013 - August 2014
RBC Wealth Management May 2009 - September 2012
Morgan Stanley Smith Barney June 2008 - May 2009
Skills
Microsoft Office, Microsoft Excel, Morningstar, ThomsonOne, Data Analysis, Microsoft Word, PowerPoint, Outlook, Pivot Tables, Customer Service, CRM, CRM Integration, Investments, Asset Allocation, Investment Research, Mutual Funds, Managed Money, Organization, Process Improvement, Team Leadership, Leadership, Meet Deadlines, Meeting Planning, Typing, Phone Skills, Fast Learner, Work in A Fast Paced..., Writing, RFP, Communication, Time Management, Securities, Account Management, Bloomberg Terminal, Portfolio Management, Retirement Planning, Financial Analysis, Finance, Financial Services
Education
The University of New Mexico - Robert O. Anderson School of Management 2011 — 2012
Master of Business Administration, Finance, 4.18
The University of New Mexico 2007 — 2011
Bachelor of Business Administration, Finance and Economics, 4.03
Rob San Miguel's Morgan Stanley Smith Barney Experience June 2007 - October 2010
Job Commercial Sales Executive at RainKing Solutions
Industry Information Technology and Services
Experience
RainKing Solutions May 2015 - Present
SPARKS November 2013 - May 2015
SPARKS October 2012 - November 2013
SPARKS October 2010 - October 2012
Morgan Stanley Smith Barney June 2007 - October 2010
Relic Lounge March 2009 - September 2009
Nolan's Bar May 2005 - October 2008
Winners Window Tint May 2001 - August 2005
Skills
SaaS, Solution Selling, Software Sales, Sales Enablement, Professional..., Recruiting, Temporary Placement, Marketing, Temporary Staffing, Customer Service, Hiring, Talent Acquisition, Staffing Services, Permanent Placement, Internet Recruiting, Applicant Tracking..., Contract Recruitment, Cold Calling, Technical Recruiting, Human Resources, Microsoft Word, Interviews, Networking, PowerPoint, Team Building, Advertising, Client Development, Time Management, College Recruiting, Sourcing, Benefits Negotiation, B2B Sales, Business Relationship..., Onboarding, Executive Search, Resume Writing, Helping Clients Succeed, Direct Hire Staffing, Creative Writing, Hospitality, B2B, Staff Augmentation, Work Ethic, Branding Initiatives, Relationship Development
Education
Towson University 2004 — 2006
Bachelor, Science; Communication Studies; Advertising and Marketing
West Virginia University 2002 — 2003
Journalism
Our Lady Of Good Counsel High School 1998 — 2001
St. John the Evangelist 1990 — 1998
RainKing Solutions May 2015 - Present
SPARKS November 2013 - May 2015
SPARKS October 2012 - November 2013
SPARKS October 2010 - October 2012
Morgan Stanley Smith Barney June 2007 - October 2010
Relic Lounge March 2009 - September 2009
Nolan's Bar May 2005 - October 2008
Winners Window Tint May 2001 - August 2005
Skills
SaaS, Solution Selling, Software Sales, Sales Enablement, Professional..., Recruiting, Temporary Placement, Marketing, Temporary Staffing, Customer Service, Hiring, Talent Acquisition, Staffing Services, Permanent Placement, Internet Recruiting, Applicant Tracking..., Contract Recruitment, Cold Calling, Technical Recruiting, Human Resources, Microsoft Word, Interviews, Networking, PowerPoint, Team Building, Advertising, Client Development, Time Management, College Recruiting, Sourcing, Benefits Negotiation, B2B Sales, Business Relationship..., Onboarding, Executive Search, Resume Writing, Helping Clients Succeed, Direct Hire Staffing, Creative Writing, Hospitality, B2B, Staff Augmentation, Work Ethic, Branding Initiatives, Relationship Development
Education
Towson University 2004 — 2006
Bachelor, Science; Communication Studies; Advertising and Marketing
West Virginia University 2002 — 2003
Journalism
Our Lady Of Good Counsel High School 1998 — 2001
St. John the Evangelist 1990 — 1998
Harish Venkitaramanan's Morgan Stanley Smith Barney Experience April 2008 - July 2008
Job Experienced Project Manager & RF Engineering Lead, Currently Pursuing MBA (Weekends) in Marketing & Strategic Management
Industry Semiconductors
Experience
The University of Chicago, Booth School of Business March 2015 - Present
Broadcom, Mobile and Wireless Group February 2014 - May 2015
Broadcom, Mobile and Wireless Group September 2012 - February 2014
Broadcom, Mobile and Wireless Group January 2011 - September 2012
UCI EECS + Integrated Nanosystems Research Facility September 2009 - June 2010
Associated Students, University of California, Irvine April 2009 - May 2009
Associated Students, University of California, Irvine May 2008 - April 2009
Morgan Stanley Smith Barney April 2008 - July 2008
StudyBuddy 2005 - 2005
Skills
Wireless, Management, Project Management, Leadership, IC, Semiconductors, SoC, Public Speaking, Firmware, Program Management, Product Marketing, Product Management, Marketing, SharePoint, Bluetooth, Entrepreneurship, ARM, Debugging
Education
The University of Chicago Booth School of Business 2015 — 2018
MBA Candidate, Marketing & Strategic Management
University of California, Irvine 2005 — 2010
Bachelor of Science (B.S.), Electrical Engineering, Specialization in Electro-Optics and Solid State Devices
University of California, Irvine 2005 — 2010
Bachelor of Arts (B.A.), Philosophy
The University of Chicago, Booth School of Business March 2015 - Present
Broadcom, Mobile and Wireless Group February 2014 - May 2015
Broadcom, Mobile and Wireless Group September 2012 - February 2014
Broadcom, Mobile and Wireless Group January 2011 - September 2012
UCI EECS + Integrated Nanosystems Research Facility September 2009 - June 2010
Associated Students, University of California, Irvine April 2009 - May 2009
Associated Students, University of California, Irvine May 2008 - April 2009
Morgan Stanley Smith Barney April 2008 - July 2008
StudyBuddy 2005 - 2005
Skills
Wireless, Management, Project Management, Leadership, IC, Semiconductors, SoC, Public Speaking, Firmware, Program Management, Product Marketing, Product Management, Marketing, SharePoint, Bluetooth, Entrepreneurship, ARM, Debugging
Education
The University of Chicago Booth School of Business 2015 — 2018
MBA Candidate, Marketing & Strategic Management
University of California, Irvine 2005 — 2010
Bachelor of Science (B.S.), Electrical Engineering, Specialization in Electro-Optics and Solid State Devices
University of California, Irvine 2005 — 2010
Bachelor of Arts (B.A.), Philosophy
Diana Cuervo Diana Cuervo's Morgan Stanley Smith Barney Experience August 2012 - August 2013
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2014 - Present
Video production January 2012 - May 2014
Morgan Stanley Smith Barney August 2012 - August 2013
The University of Texas at San Antonio August 2009 - May 2013
The University of Texas at San Antonio January 2010 - January 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Customer Service, Outlook, Bloomberg Terminal, Research, Access, Finance, Investments, Data Analysis, Insurance, Financial Modeling, Public Speaking, Analysis, Data Entry, Spanish, Nonprofits, Management, Team Leadership, Leadership, Time Management, Teamwork, Event Planning, Accounting, Public Relations, Google Docs
Education
The University of Texas at San Antonio 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Goldman Sachs July 2014 - Present
Video production January 2012 - May 2014
Morgan Stanley Smith Barney August 2012 - August 2013
The University of Texas at San Antonio August 2009 - May 2013
The University of Texas at San Antonio January 2010 - January 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Customer Service, Outlook, Bloomberg Terminal, Research, Access, Finance, Investments, Data Analysis, Insurance, Financial Modeling, Public Speaking, Analysis, Data Entry, Spanish, Nonprofits, Management, Team Leadership, Leadership, Time Management, Teamwork, Event Planning, Accounting, Public Relations, Google Docs
Education
The University of Texas at San Antonio 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Nicole Eppley, CRPC Nicole Eppley, CRPC's Morgan Stanley Smith Barney Experience November 2008 - December 2010
Job Retirement Program Specialist at California Dentists Guild
Industry Financial Services
Experience
California Dentists Guild April 2015 - Present
Charitable Profit Arrangements December 2010 - April 2015
Morgan Stanley Smith Barney November 2008 - December 2010
Merrill Lynch December 2003 - November 2008
Skills
CRPC, Series 7, Retirement Planning, Wealth Management, Asset Allocation, Financial Advisory, Investment Advisory, Strategic Financial..., Charitable Gift Planning, Charitable Remainder..., Charitable Gift..., Planned Giving, Concentrated Stock..., Non-profit Consulting, Financial Analysis, Investments
Education
The Ohio State University - The Max M. Fisher College of Business 1999 — 2003
Bachelor's degree, Finance
California Dentists Guild April 2015 - Present
Charitable Profit Arrangements December 2010 - April 2015
Morgan Stanley Smith Barney November 2008 - December 2010
Merrill Lynch December 2003 - November 2008
Skills
CRPC, Series 7, Retirement Planning, Wealth Management, Asset Allocation, Financial Advisory, Investment Advisory, Strategic Financial..., Charitable Gift Planning, Charitable Remainder..., Charitable Gift..., Planned Giving, Concentrated Stock..., Non-profit Consulting, Financial Analysis, Investments
Education
The Ohio State University - The Max M. Fisher College of Business 1999 — 2003
Bachelor's degree, Finance
Steve Winnicki Steve Winnicki's Morgan Stanley Smith Barney Experience February 2004 - May 2005
Job Senior Project Manager at General Dynamics Advanced Information Systems
Industry Computer Software
Experience
General Dynamics Advanced Information Systems March 2015 - Present
Oracle April 1996 - Present
K2M December 2012 - August 2013
Philips Lumileds April 2012 - July 2012
Toyoda Gosei September 2011 - October 2011
Cenovus Energy August 2011 - September 2011
HP Enterprise Services October 2008 - November 2010
Archer Daniels Midland Company October 2006 - August 2008
Blossman Gas Corporate Headquarters June 2005 - June 2006
Morgan Stanley Smith Barney February 2004 - May 2005
Skills
Sr. Business Analyst, JDE- Inventory, JDE - Manufacturing, Project Manager, JDE - Financials, Oracle Applications, HTML5, Java software..., Oracle SQL, Microsoft Dynamics, SAP, Microsoft Office, Adobe Creative Suite, Mobile Applications, JD Edwards, Inventory Management, SDLC, Requirements Gathering, Financials, Manufacturing, Testing, Team Building, Business Requirements, ERP, Business Analysis, Business Process..., Business Intelligence, Oracle E-Business Suite, Crystal Reports, Systems Analysis, PeopleSoft, Integration, SQL Server, Requirements Analysis, Data Migration, Supply Chain Management, Procurement, Business Objects, Purchasing, Business Process, Documentation, Project Planning, HTML, Change Management, Consultancy, Data Warehousing, Java, Process Engineering, Software Documentation, Oracle
Education
(12) Oracle / J.D. Edwards Master Level Certications 1996 — 2015
Master's Degree, Logistics, Materials, and Supply Chain Management
The University of Texas at Austin 1989 — 1993
Master of Business Administration (M.B.A.), Business and Technology
General Dynamics Advanced Information Systems March 2015 - Present
Oracle April 1996 - Present
K2M December 2012 - August 2013
Philips Lumileds April 2012 - July 2012
Toyoda Gosei September 2011 - October 2011
Cenovus Energy August 2011 - September 2011
HP Enterprise Services October 2008 - November 2010
Archer Daniels Midland Company October 2006 - August 2008
Blossman Gas Corporate Headquarters June 2005 - June 2006
Morgan Stanley Smith Barney February 2004 - May 2005
Skills
Sr. Business Analyst, JDE- Inventory, JDE - Manufacturing, Project Manager, JDE - Financials, Oracle Applications, HTML5, Java software..., Oracle SQL, Microsoft Dynamics, SAP, Microsoft Office, Adobe Creative Suite, Mobile Applications, JD Edwards, Inventory Management, SDLC, Requirements Gathering, Financials, Manufacturing, Testing, Team Building, Business Requirements, ERP, Business Analysis, Business Process..., Business Intelligence, Oracle E-Business Suite, Crystal Reports, Systems Analysis, PeopleSoft, Integration, SQL Server, Requirements Analysis, Data Migration, Supply Chain Management, Procurement, Business Objects, Purchasing, Business Process, Documentation, Project Planning, HTML, Change Management, Consultancy, Data Warehousing, Java, Process Engineering, Software Documentation, Oracle
Education
(12) Oracle / J.D. Edwards Master Level Certications 1996 — 2015
Master's Degree, Logistics, Materials, and Supply Chain Management
The University of Texas at Austin 1989 — 1993
Master of Business Administration (M.B.A.), Business and Technology
Tomas Lorinc's Morgan Stanley Smith Barney Experience January 2011 - May 2011
Job Sr Manager Market Intelligence at Microsoft
Industry Management Consulting
Experience
Microsoft April 2015 - Present
inCode, a division of Ericsson August 2012 - April 2015
Pepperwood Partners May 2011 - May 2012
Morgan Stanley Smith Barney January 2011 - May 2011
Skills
Financial Analysis, Financial Modeling, Valuation, Business Strategy, Business Development, Technology, Telecommunications, Strategic Consulting, Finance, Corporate Finance, Market Research, Data Analysis, Business Analysis, Big Data, Investment Banking, Private Equity, Leadership, Venture Capital, Mergers & Acquisitions, Business Valuation, Due Diligence, Corporate Development, Start-ups, Entrepreneurship, SQL, SAS, Weka, Java, RDBMS, Management Consulting
Education
The University of Texas at Dallas 2013 — 2014
Master of Science (M.S.), Information Technology Management: Business Analytics and Data Mining
The University of Texas at Dallas 2011 — 2012
Masters, Finance
The University of Texas at Dallas 2013 — 2014
Certificate, SAS Data Mining and Business Intelligence
The University of Texas at Dallas 2009 — 2011
Bachelor of Science, Finance
Microsoft April 2015 - Present
inCode, a division of Ericsson August 2012 - April 2015
Pepperwood Partners May 2011 - May 2012
Morgan Stanley Smith Barney January 2011 - May 2011
Skills
Financial Analysis, Financial Modeling, Valuation, Business Strategy, Business Development, Technology, Telecommunications, Strategic Consulting, Finance, Corporate Finance, Market Research, Data Analysis, Business Analysis, Big Data, Investment Banking, Private Equity, Leadership, Venture Capital, Mergers & Acquisitions, Business Valuation, Due Diligence, Corporate Development, Start-ups, Entrepreneurship, SQL, SAS, Weka, Java, RDBMS, Management Consulting
Education
The University of Texas at Dallas 2013 — 2014
Master of Science (M.S.), Information Technology Management: Business Analytics and Data Mining
The University of Texas at Dallas 2011 — 2012
Masters, Finance
The University of Texas at Dallas 2013 — 2014
Certificate, SAS Data Mining and Business Intelligence
The University of Texas at Dallas 2009 — 2011
Bachelor of Science, Finance
Stephen Roach's Morgan Stanley Smith Barney Experience 2002 - 2005
Job Client Manager at JPMorgan Chase & Co.
Industry Real Estate
Experience
JPMorgan Chase & Co. March 2015 - Present
EverBank October 2012 - January 2015
GE Capital 2009 - September 2012
GE Capital 2007 - 2009
Morgan Stanley Smith Barney 2002 - 2005
Intergroup 2000 - 2002
Skills
Valuation, Financial Modeling, Real Estate, Asset Management, Investments, Real Estate Financing, New Business Development, Cross-functional Team..., Financial Analysis, Alternative Investments, Negotiation, Commercial Real Estate, Loan Origination, Mortgage Lending, Real Estate Investment, Commercial Lending, Real Estate Finance, Loans, Income Properties, Business Relationship..., REO, Loan Modification, Loan Structuring, Workout, International Management, Portfolio Management
Education
Thunderbird School of Global Management 2005 — 2006
MBA, International Management
University of Nebraska-Lincoln
BS, Finance
JPMorgan Chase & Co. March 2015 - Present
EverBank October 2012 - January 2015
GE Capital 2009 - September 2012
GE Capital 2007 - 2009
Morgan Stanley Smith Barney 2002 - 2005
Intergroup 2000 - 2002
Skills
Valuation, Financial Modeling, Real Estate, Asset Management, Investments, Real Estate Financing, New Business Development, Cross-functional Team..., Financial Analysis, Alternative Investments, Negotiation, Commercial Real Estate, Loan Origination, Mortgage Lending, Real Estate Investment, Commercial Lending, Real Estate Finance, Loans, Income Properties, Business Relationship..., REO, Loan Modification, Loan Structuring, Workout, International Management, Portfolio Management
Education
Thunderbird School of Global Management 2005 — 2006
MBA, International Management
University of Nebraska-Lincoln
BS, Finance
Matt Kallman's Morgan Stanley Smith Barney Experience October 2000 - April 2010
Job VicePresident at Huntleigh Securities Corporation
Industry Financial Services
Experience
Huntleigh Securities Corporation July 2011 - Present
US Bancorp Investments & Insurance, Inc April 2010 - July 2011
Morgan Stanley Smith Barney October 2000 - April 2010
Kallman Enterprises March 1999 - October 2000
Edison Brothers Stores February 1997 - March 1999
Famous Barr February 1986 - February 1997
H.C. Lytton & Co. February 1983 - March 1986
F&R Lazarus March 1976 - March 1983
Skills
Bonds, Stocks, Mutual Funds, Options, ETF's, Limited Partnerships, Variable Annuities, Insurance Solutions, Planning, Securities, Equities, Insurance, Portfolio Management, Finance, Series 7, Investments, Fixed Income, ETFs, Banking, Project Planning, Financial Advisory
Education
The Ohio State University Fisher College of Business 1971 — 1975
B.S.
Nicolet H. S. Milwaukee, WI 1967 — 1971
Huntleigh Securities Corporation July 2011 - Present
US Bancorp Investments & Insurance, Inc April 2010 - July 2011
Morgan Stanley Smith Barney October 2000 - April 2010
Kallman Enterprises March 1999 - October 2000
Edison Brothers Stores February 1997 - March 1999
Famous Barr February 1986 - February 1997
H.C. Lytton & Co. February 1983 - March 1986
F&R Lazarus March 1976 - March 1983
Skills
Bonds, Stocks, Mutual Funds, Options, ETF's, Limited Partnerships, Variable Annuities, Insurance Solutions, Planning, Securities, Equities, Insurance, Portfolio Management, Finance, Series 7, Investments, Fixed Income, ETFs, Banking, Project Planning, Financial Advisory
Education
The Ohio State University Fisher College of Business 1971 — 1975
B.S.
Nicolet H. S. Milwaukee, WI 1967 — 1971
William McCandless III's Morgan Stanley Smith Barney Experience September 2010 - June 2012
Job C. Willy Zackwrite
Industry Design
Experience
C. Willy Zackwrite January 2015 - Present
Hooplife Academy October 2010 - Present
Wiredrive August 2014 - October 2014
Merrill Lynch June 2012 - September 2013
Morgan Stanley Smith Barney September 2010 - June 2012
AXA Advisors February 2010 - August 2010
Munger, Tolles & Olson August 2007 - January 2010
Matrix Legal Ltd. August 2007 - February 2008
Capital Planners May 2006 - August 2006
Education
University of Southern California 2004 — 2008
B.A., Political Science, International Relations
The University of Queensland 2007 — 2007
University of Virginia 2006 — 2006
Costa Rican Rainforest Outward Bound School 2003 — 2003
Spanish, Leadership
Cheverus High School 1999 — 2003
Advanced Placement
C. Willy Zackwrite January 2015 - Present
Hooplife Academy October 2010 - Present
Wiredrive August 2014 - October 2014
Merrill Lynch June 2012 - September 2013
Morgan Stanley Smith Barney September 2010 - June 2012
AXA Advisors February 2010 - August 2010
Munger, Tolles & Olson August 2007 - January 2010
Matrix Legal Ltd. August 2007 - February 2008
Capital Planners May 2006 - August 2006
Education
University of Southern California 2004 — 2008
B.A., Political Science, International Relations
The University of Queensland 2007 — 2007
University of Virginia 2006 — 2006
Costa Rican Rainforest Outward Bound School 2003 — 2003
Spanish, Leadership
Cheverus High School 1999 — 2003
Advanced Placement
Danny McConville Danny McConville's Morgan Stanley Smith Barney Experience June 2015 - Present
Job Wealth Management Intern at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2015 - Present
Association of Certified Fraud Examiners (ACFE) March 2014 - June 2015
Skills
Finance, Customer Service, Team Building, Financial Services, Valuation, Microsoft Excel, Financial Analysis, Risk Management, Banking, Investments, Wealth Management, Microsoft Office
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2015
Bachelor’s Degree, Finance
The University of Texas at Austin - Red McCombs School of Business 2006 — 2009
Accounting, Management Information Systems
Morgan Stanley Smith Barney June 2015 - Present
Association of Certified Fraud Examiners (ACFE) March 2014 - June 2015
Skills
Finance, Customer Service, Team Building, Financial Services, Valuation, Microsoft Excel, Financial Analysis, Risk Management, Banking, Investments, Wealth Management, Microsoft Office
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2015
Bachelor’s Degree, Finance
The University of Texas at Austin - Red McCombs School of Business 2006 — 2009
Accounting, Management Information Systems
Suzanne Ryan's Morgan Stanley Smith Barney Experience May 2010 - January 2011
Job Change Management & Sr. Instructional Design Specialist
Industry Professional Training & Coaching
Experience
Halliburton September 2014 - Present
The Walt Disney Company December 2006 - Present
University of Phoenix September 2010 - Present
ExxonMobil February 2013 - June 2014
St. Charles Consulting Group January 2011 - June 2013
Vet Tech Institute February 2010 - June 2013
Pappas Restaurants, Inc. September 2011 - March 2012
Berlitz February 2010 - April 2011
Morgan Stanley Smith Barney May 2010 - January 2011
St. Charles Consulting Group for Deloitte July 2009 - December 2009
Skills
E-learning, Technical Writing, Online Training, Software Documentation, Job Aids, Instructional Writing, ESL, Writing, Teaching, Instructor-led Training, Captivate, Editing, Curriculum Design, Curriculum Development, Adult Education, FrameMaker, PowerPoint, Adobe Acrobat, Research, Word, Blogging, Mentoring, Learning Management, Microsoft Office, Dreamweaver, Classroom Instruction, Documentation, Technical Training, Excel, Public Speaking, Leadership Development, Content Development, Technical Documentation, Blended Learning, HTML, SharePoint, Social Media, RoboHelp, Needs Analysis, Distance Learning, Content Management, Newsletters, Outlook, Visio, Coaching, Instructional Design, Virtual Classroom..., E-Learning, Proposal Writing, Grant Writing
Education
Walden University
Doctoral student working towards Doctor of Education (Ed.D.), Adult Education
Bellaire High School
The University of Texas at Austin
BA, English with Honors
University of North Texas
MA in Technical Writing, minor in Computer Education & Cognitive Systems
Halliburton September 2014 - Present
The Walt Disney Company December 2006 - Present
University of Phoenix September 2010 - Present
ExxonMobil February 2013 - June 2014
St. Charles Consulting Group January 2011 - June 2013
Vet Tech Institute February 2010 - June 2013
Pappas Restaurants, Inc. September 2011 - March 2012
Berlitz February 2010 - April 2011
Morgan Stanley Smith Barney May 2010 - January 2011
St. Charles Consulting Group for Deloitte July 2009 - December 2009
Skills
E-learning, Technical Writing, Online Training, Software Documentation, Job Aids, Instructional Writing, ESL, Writing, Teaching, Instructor-led Training, Captivate, Editing, Curriculum Design, Curriculum Development, Adult Education, FrameMaker, PowerPoint, Adobe Acrobat, Research, Word, Blogging, Mentoring, Learning Management, Microsoft Office, Dreamweaver, Classroom Instruction, Documentation, Technical Training, Excel, Public Speaking, Leadership Development, Content Development, Technical Documentation, Blended Learning, HTML, SharePoint, Social Media, RoboHelp, Needs Analysis, Distance Learning, Content Management, Newsletters, Outlook, Visio, Coaching, Instructional Design, Virtual Classroom..., E-Learning, Proposal Writing, Grant Writing
Education
Walden University
Doctoral student working towards Doctor of Education (Ed.D.), Adult Education
Bellaire High School
The University of Texas at Austin
BA, English with Honors
University of North Texas
MA in Technical Writing, minor in Computer Education & Cognitive Systems
Lindsey Woodward's Morgan Stanley Smith Barney Experience June 2011 - November 2011
Job Associate at Thornburg Investment Management
Industry Financial Services
Experience
Thornburg Investment Management February 2014 - Present
Thornburg Investment Management November 2011 - February 2014
Morgan Stanley Smith Barney June 2011 - November 2011
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Investments, PowerPoint, Customer Service, Asset Management, Asset Allocation, Financial Modeling, Data Analysis, Equity Research, Management, Analysis, Fixed Income, Equities
Education
The University of New Mexico - Robert O. Anderson School of Management 2010 — 2012
MBA, Finance
University of Arizona 2007 — 2010
Bachelors, Economics
Thornburg Investment Management February 2014 - Present
Thornburg Investment Management November 2011 - February 2014
Morgan Stanley Smith Barney June 2011 - November 2011
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Investments, PowerPoint, Customer Service, Asset Management, Asset Allocation, Financial Modeling, Data Analysis, Equity Research, Management, Analysis, Fixed Income, Equities
Education
The University of New Mexico - Robert O. Anderson School of Management 2010 — 2012
MBA, Finance
University of Arizona 2007 — 2010
Bachelors, Economics
Doug Graeber Doug Graeber's Morgan Stanley Smith Barney Experience August 1983 - March 2001
Job Vice President, Financial Consultant at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co. March 2002 - Present
Morgan Stanley Smith Barney August 1983 - March 2001
Skills
Retirement Planning, Series 7, Asset Allocation, Investment Strategies, Stocks, Mutual Funds, Equities, Financial Markets, Economic Research, Public Speaking, Swimmer, Annuities, IRAs, 401(k)s, Investments, Investing For Women, Finance, Portfolio Management, Financial Services, Leadership, Retirement, Asset Management, Wealth Management
Education
OREGON STATE UNIVERSITY 1980 — 1983
Bachelor of Science (BS), ECONOMICS
The University of New Mexico 1978 — 1980
Bachelor of Applied Science (B.A.Sc.), Economics
D.A. Davidson & Co. March 2002 - Present
Morgan Stanley Smith Barney August 1983 - March 2001
Skills
Retirement Planning, Series 7, Asset Allocation, Investment Strategies, Stocks, Mutual Funds, Equities, Financial Markets, Economic Research, Public Speaking, Swimmer, Annuities, IRAs, 401(k)s, Investments, Investing For Women, Finance, Portfolio Management, Financial Services, Leadership, Retirement, Asset Management, Wealth Management
Education
OREGON STATE UNIVERSITY 1980 — 1983
Bachelor of Science (BS), ECONOMICS
The University of New Mexico 1978 — 1980
Bachelor of Applied Science (B.A.Sc.), Economics
Jordan Thompson's Morgan Stanley Smith Barney Experience May 2010 - August 2010
Job Assistant General Manager at Diamond Towel
Industry Logistics and Supply Chain
Experience
Diamond Towel August 2015 - Present
Transportation Insight October 2014 - August 2015
Altria July 2012 - September 2014
Altria June 2011 - May 2012
Altria May 2011 - August 2011
Boston Financial Data Services August 2010 - April 2011
Morgan Stanley Smith Barney May 2010 - August 2010
Skills
Sales, Leadership, Microsoft Excel, PowerPoint, Microsoft Office, Marketing, Retail, Microsoft Word, Marketing Strategy, Business Development, Customer Service, New Business Development, Public Speaking, Financial Analysis, Strategic Planning, Teamwork, Account Management, Project Management, Inventory Management, Access, Team Leadership, Sales Operations, Event Planning, Supply Chain Management, Logistics, Market Research, Competitive Analysis, Merchandising, Time Management, Data Analysis, Advertising, Brand Management, Salesforce.com, Transportation..., Consulting
Education
University of Kansas 2008 — 2012
Bachelor of Science, Finance, Entrepreneurship
Diamond Towel August 2015 - Present
Transportation Insight October 2014 - August 2015
Altria July 2012 - September 2014
Altria June 2011 - May 2012
Altria May 2011 - August 2011
Boston Financial Data Services August 2010 - April 2011
Morgan Stanley Smith Barney May 2010 - August 2010
Skills
Sales, Leadership, Microsoft Excel, PowerPoint, Microsoft Office, Marketing, Retail, Microsoft Word, Marketing Strategy, Business Development, Customer Service, New Business Development, Public Speaking, Financial Analysis, Strategic Planning, Teamwork, Account Management, Project Management, Inventory Management, Access, Team Leadership, Sales Operations, Event Planning, Supply Chain Management, Logistics, Market Research, Competitive Analysis, Merchandising, Time Management, Data Analysis, Advertising, Brand Management, Salesforce.com, Transportation..., Consulting
Education
University of Kansas 2008 — 2012
Bachelor of Science, Finance, Entrepreneurship
Daniel Bell-Garcia Daniel Bell-Garcia's Morgan Stanley Smith Barney Experience June 2010 - April 2011
Job Recent Graduate of the University of Texas School of Law
Industry Law Practice
Experience
Texas Entrepreneurship and Community Development Clinic January 2015 - May 2015
Pizza Hut May 2014 - July 2014
DuBois Bryant & Campbell LLP May 2013 - August 2013
DuBois Bryant & Campbell LLP September 2011 - July 2012
Morgan Stanley Smith Barney June 2010 - April 2011
Clouse Dunn Khoshbin May 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Legal Research, Legal Writing, Social Media, PowerPoint, Event Planning, Microsoft Word, Social Networking, Public Speaking, Research
Education
The University of Texas School of Law 2012 — 2015
Doctor of Law (J.D.)
University of Sydney 2014 — 2014
Law
The University of Texas at Austin 2007 — 2011
Bachelor of Arts (B.A.), Economics, Minor in Business Administration
Greenhill School 2003 — 2007
High School
Texas Entrepreneurship and Community Development Clinic January 2015 - May 2015
Pizza Hut May 2014 - July 2014
DuBois Bryant & Campbell LLP May 2013 - August 2013
DuBois Bryant & Campbell LLP September 2011 - July 2012
Morgan Stanley Smith Barney June 2010 - April 2011
Clouse Dunn Khoshbin May 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Legal Research, Legal Writing, Social Media, PowerPoint, Event Planning, Microsoft Word, Social Networking, Public Speaking, Research
Education
The University of Texas School of Law 2012 — 2015
Doctor of Law (J.D.)
University of Sydney 2014 — 2014
Law
The University of Texas at Austin 2007 — 2011
Bachelor of Arts (B.A.), Economics, Minor in Business Administration
Greenhill School 2003 — 2007
High School
Kyle Bateman, CPA Kyle Bateman, CPA's Morgan Stanley Smith Barney Experience September 2010 - July 2011
Job Analyst, Finance & Investments at TRT Holdings, Inc.
Industry Financial Services
Experience
TRT Holdings, Inc. August 2013 - Present
PTV Healthcare Capital September 2012 - July 2013
KPMG January 2012 - March 2012
Morgan Stanley Smith Barney September 2010 - July 2011
The University of Texas Integrative Biology Department June 2010 - August 2010
First Southwest Company June 2009 - August 2009
Skills
Valuation, Financial Modeling, Bloomberg, Financial Analysis, Financial Reporting, Microsoft Excel, PowerPoint, Corporate Finance, Due Diligence, Accounting, Financial Accounting, Investments, Business Valuation, Mergers & Acquisitions
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2013
Master in Professional Accounting, Financial Reporting and Assurance
The University of Texas at Austin - Red McCombs School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
W.T. White High School 2004 — 2008
TRT Holdings, Inc. August 2013 - Present
PTV Healthcare Capital September 2012 - July 2013
KPMG January 2012 - March 2012
Morgan Stanley Smith Barney September 2010 - July 2011
The University of Texas Integrative Biology Department June 2010 - August 2010
First Southwest Company June 2009 - August 2009
Skills
Valuation, Financial Modeling, Bloomberg, Financial Analysis, Financial Reporting, Microsoft Excel, PowerPoint, Corporate Finance, Due Diligence, Accounting, Financial Accounting, Investments, Business Valuation, Mergers & Acquisitions
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2013
Master in Professional Accounting, Financial Reporting and Assurance
The University of Texas at Austin - Red McCombs School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
W.T. White High School 2004 — 2008
Brad Binder's Morgan Stanley Smith Barney Experience May 2010 - July 2010
Job FOH Manager
Industry Hospitality
Experience
Pi Pizzeria January 2015 - Present
Adele’s by Jonathan Waxman July 2014 - December 2014
Master Channel (Formerly Idea Den) December 2013 - December 2014
Bloomberg LP January 2012 - September 2013
Bloomberg LP May 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - July 2010
Skills
Bloomberg Terminal, Microsoft Excel, PowerPoint, Market Research, Finance, Bloomberg, Marketing, Management, Equities, Sales, Mutual Funds, Financial Analysis, Economics, Research, Data Analysis, Microsoft Word, Microsoft Office
Education
The University of Georgia 2007 — 2011
Bachelor of Arts (B.A.), Economics
Pi Pizzeria January 2015 - Present
Adele’s by Jonathan Waxman July 2014 - December 2014
Master Channel (Formerly Idea Den) December 2013 - December 2014
Bloomberg LP January 2012 - September 2013
Bloomberg LP May 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - July 2010
Skills
Bloomberg Terminal, Microsoft Excel, PowerPoint, Market Research, Finance, Bloomberg, Marketing, Management, Equities, Sales, Mutual Funds, Financial Analysis, Economics, Research, Data Analysis, Microsoft Word, Microsoft Office
Education
The University of Georgia 2007 — 2011
Bachelor of Arts (B.A.), Economics
Carol Chapman Carol Chapman's Morgan Stanley Smith Barney Experience May 2008 - December 2008
Job Account Executive at agencyEA
Industry Marketing and Advertising
Experience
agencyEA October 2013 - Present
The Container Store August 2012 - October 2013
The Container Store 2010 - August 2012
Texas Monthly January 2010 - May 2010
AXA Advisors May 2009 - August 2009
Morgan Stanley Smith Barney May 2008 - December 2008
Skills
Social Media, Facebook, Social Media Marketing, Event Planning, Marketing, PowerPoint, Microsoft Office, Email Marketing, Public Relations, Marketing Communications, Blogging, Microsoft Excel, Social Networking, Event Management, Marketing Strategy, Fundraising, Newsletters, Retail, InDesign, Corporate Communications, Nonprofits, Creative Writing, Advertising, Merchandising, Online Marketing
Education
The University of Texas at Austin 2006 — 2010
Bachelor of Science (B.S.), Corporate Communication
agencyEA October 2013 - Present
The Container Store August 2012 - October 2013
The Container Store 2010 - August 2012
Texas Monthly January 2010 - May 2010
AXA Advisors May 2009 - August 2009
Morgan Stanley Smith Barney May 2008 - December 2008
Skills
Social Media, Facebook, Social Media Marketing, Event Planning, Marketing, PowerPoint, Microsoft Office, Email Marketing, Public Relations, Marketing Communications, Blogging, Microsoft Excel, Social Networking, Event Management, Marketing Strategy, Fundraising, Newsletters, Retail, InDesign, Corporate Communications, Nonprofits, Creative Writing, Advertising, Merchandising, Online Marketing
Education
The University of Texas at Austin 2006 — 2010
Bachelor of Science (B.S.), Corporate Communication
Sari Kvasnik's Morgan Stanley Smith Barney Experience May 2011 - December 2012
Job Client Services at Gofen & Glossberg, LLC
Industry Financial Services
Experience
Gofen & Glossberg, LLC September 2014 - Present
Dolan McEniry Capital Management January 2013 - July 2014
Morgan Stanley Smith Barney May 2011 - December 2012
Skender Construction Company September 2009 - May 2011
Man Investments November 2006 - June 2009
Skills
Series 7, Series 63, Microsoft CRM, CRM software, Financial Services, Mutual Funds, Asset Allocation, Securities, Portfolio Management, Wealth Management, Options, Bloomberg, Relationship Management, Fixed Income, Finance
Education
University of Kansas 2001 — 2005
Bachelor of Science, Sports Management
University of Kansas 2001 — 2005
Bachelor of Science (B.S.), Sport and Fitness Administration/Management
Gofen & Glossberg, LLC September 2014 - Present
Dolan McEniry Capital Management January 2013 - July 2014
Morgan Stanley Smith Barney May 2011 - December 2012
Skender Construction Company September 2009 - May 2011
Man Investments November 2006 - June 2009
Skills
Series 7, Series 63, Microsoft CRM, CRM software, Financial Services, Mutual Funds, Asset Allocation, Securities, Portfolio Management, Wealth Management, Options, Bloomberg, Relationship Management, Fixed Income, Finance
Education
University of Kansas 2001 — 2005
Bachelor of Science, Sports Management
University of Kansas 2001 — 2005
Bachelor of Science (B.S.), Sport and Fitness Administration/Management
Nasser Chaudhry, MBA, SAP FICO Nasser Chaudhry, MBA, SAP FICO's Morgan Stanley Smith Barney Experience May 2005 - January 2006
Job Customer Care Advisor at IHS
Industry Banking
Experience
IHS March 2014 - Present
IHS March 2012 - March 2014
Thomson Reuters May 2011 - November 2012
Invesco March 2010 - December 2010
Wilmington Trust February 2008 - February 2010
Bank of New York Mellon September 2007 - February 2008
Hilliard Lyons March 2006 - June 2007
Morgan Stanley Smith Barney May 2005 - January 2006
Scottrade May 2004 - February 2005
GE Energy Financial Services March 2003 - December 2003
Skills
Training & Development, Oil & Gas Exploration, Oil & Gas Industry, Energy, Portfolio Management, Business Analysis, SAP R/3, Finance, Strategic Financial..., Training, Access, Financial Reporting, Microsoft Office, Business Process, Investment Advisory, Alternative Investments, Resource Management, Tax Preparation, Financial Planning, Marketing Communications, Bloomberg Terminal, Reuters, XBRL, HTML, Listening Skills, Proactivity, Cost Efficiency, Taxonomy, SEC compliance, Regulatory Requirements, Natural Gas, Company Valuation, Project Management, Strategy, CRM
Education
University of tulsa 2014 — 2016
Master of Energy Business, Energy
The University of Texas at Austin - Red McCombs School of Business 2013 — 2015
Executive Energy Certificate Program, Energy
Wilmington College 2008 — 2010
MBA, Finance
Wilmington University, Delaware 2008 — 2010
MBA, Finance
Indiana University 1999 — 2005
Bachelor of Science, Finance
New Albany High School 1997 — 1999
HS Diploma, Accounting
IHS March 2014 - Present
IHS March 2012 - March 2014
Thomson Reuters May 2011 - November 2012
Invesco March 2010 - December 2010
Wilmington Trust February 2008 - February 2010
Bank of New York Mellon September 2007 - February 2008
Hilliard Lyons March 2006 - June 2007
Morgan Stanley Smith Barney May 2005 - January 2006
Scottrade May 2004 - February 2005
GE Energy Financial Services March 2003 - December 2003
Skills
Training & Development, Oil & Gas Exploration, Oil & Gas Industry, Energy, Portfolio Management, Business Analysis, SAP R/3, Finance, Strategic Financial..., Training, Access, Financial Reporting, Microsoft Office, Business Process, Investment Advisory, Alternative Investments, Resource Management, Tax Preparation, Financial Planning, Marketing Communications, Bloomberg Terminal, Reuters, XBRL, HTML, Listening Skills, Proactivity, Cost Efficiency, Taxonomy, SEC compliance, Regulatory Requirements, Natural Gas, Company Valuation, Project Management, Strategy, CRM
Education
University of tulsa 2014 — 2016
Master of Energy Business, Energy
The University of Texas at Austin - Red McCombs School of Business 2013 — 2015
Executive Energy Certificate Program, Energy
Wilmington College 2008 — 2010
MBA, Finance
Wilmington University, Delaware 2008 — 2010
MBA, Finance
Indiana University 1999 — 2005
Bachelor of Science, Finance
New Albany High School 1997 — 1999
HS Diploma, Accounting
Ramsay Ellis Ramsay Ellis's Morgan Stanley Smith Barney Experience 2000 - 2004
Job Executive Benefits Specialist at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group December 2007 - Present
Morgan Stanley Smith Barney 2000 - 2004
Fidelity Investments 1986 - 2000
Education
The University of Texas at Austin - The Red McCombs School of Business 1978 — 1982
BBA, Finance
St. Stephens Episcopal
CUNA Mutual Group December 2007 - Present
Morgan Stanley Smith Barney 2000 - 2004
Fidelity Investments 1986 - 2000
Education
The University of Texas at Austin - The Red McCombs School of Business 1978 — 1982
BBA, Finance
St. Stephens Episcopal
Charles Shirley's Morgan Stanley Smith Barney Experience November 1996 - November 2000
Job Managing Director at Aidan Capital Management
Industry Capital Markets
Experience
Aidan Capital Management LLC February 2000 - Present
Morgan Stanley Smith Barney November 1996 - November 2000
Education
Washburn University School of Law 1985 — 1988
Doctor of Law (J.D.)
The University of Kansas 1980 — 1985
English
Aidan Capital Management LLC February 2000 - Present
Morgan Stanley Smith Barney November 1996 - November 2000
Education
Washburn University School of Law 1985 — 1988
Doctor of Law (J.D.)
The University of Kansas 1980 — 1985
English
Madison Wright's Morgan Stanley Smith Barney Experience May 2012 - August 2012
Job Associate Brand Coordinator at Abercrombie and Fitch
Industry Retail
Experience
Abercrombie & Fitch August 2014 - Present
Abercrombie & Fitch June 2013 - August 2014
Vince Camuto July 2012 - May 2013
Aspen Ski and Board June 2008 - April 2013
Alpha Phi- Rho November 2011 - November 2012
Morgan Stanley Smith Barney May 2012 - August 2012
Skills
Specialty Retail..., Inventory Management, Team Communication, Long- & Short-Range..., Merchandise Buying and..., Elected Leadership, Training, Coaching, &..., Microsoft Office and..., Team Building, Leadership, Strategic Planning, Negotiation
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2013
Bachelor’s Degree, Business Marketing
Olentangy Liberty High School 2005 — 2009
Abercrombie & Fitch August 2014 - Present
Abercrombie & Fitch June 2013 - August 2014
Vince Camuto July 2012 - May 2013
Aspen Ski and Board June 2008 - April 2013
Alpha Phi- Rho November 2011 - November 2012
Morgan Stanley Smith Barney May 2012 - August 2012
Skills
Specialty Retail..., Inventory Management, Team Communication, Long- & Short-Range..., Merchandise Buying and..., Elected Leadership, Training, Coaching, &..., Microsoft Office and..., Team Building, Leadership, Strategic Planning, Negotiation
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2013
Bachelor’s Degree, Business Marketing
Olentangy Liberty High School 2005 — 2009
Terry Stouffer Terry Stouffer's Morgan Stanley Smith Barney Experience September 2005 - November 2008
Job Certified Financial Planner at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott November 2008 - Present
Morgan Stanley Smith Barney September 2005 - November 2008
Legg Mason February 1998 - September 2005
Skills
Financial Planning, Retirement Planning, Retirement Income..., Risk Management, Managed Portfolios, Estate Planning, Wealth Accumulation, Wealth Preservation..., Private Wealth..., Long-term Care, Strategic Financial..., Wealth Management, Financial Advisory, Asset Allocation, Wealth Management..., Asset Management, Mutual Funds, Portfolio Management, Retirement, Investment Advisory, Management, Certified Financial..., Wealth
Education
Thompson Institute 1967 — 1969
Diploma, Accounting
Janney Montgomery Scott November 2008 - Present
Morgan Stanley Smith Barney September 2005 - November 2008
Legg Mason February 1998 - September 2005
Skills
Financial Planning, Retirement Planning, Retirement Income..., Risk Management, Managed Portfolios, Estate Planning, Wealth Accumulation, Wealth Preservation..., Private Wealth..., Long-term Care, Strategic Financial..., Wealth Management, Financial Advisory, Asset Allocation, Wealth Management..., Asset Management, Mutual Funds, Portfolio Management, Retirement, Investment Advisory, Management, Certified Financial..., Wealth
Education
Thompson Institute 1967 — 1969
Diploma, Accounting
Trae Schultz, CFP® Trae Schultz, CFP®'s Morgan Stanley Smith Barney Experience December 2010 - September 2011
Job Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2012 - Present
Morgan Stanley Smith Barney December 2010 - September 2011
Waddell and Reed April 2009 - September 2010
Merrill Lynch August 2008 - February 2009
Pecan Discount Drug June 2006 - July 2008
McKesson Pharmaceutical July 2004 - June 2006
Education
The University of Texas at Austin 1998 — 2003
B.A, Government/Business Foundations
Fidelity Investments April 2012 - Present
Morgan Stanley Smith Barney December 2010 - September 2011
Waddell and Reed April 2009 - September 2010
Merrill Lynch August 2008 - February 2009
Pecan Discount Drug June 2006 - July 2008
McKesson Pharmaceutical July 2004 - June 2006
Education
The University of Texas at Austin 1998 — 2003
B.A, Government/Business Foundations
Carlos Corchado, Jr. Carlos Corchado, Jr.'s Morgan Stanley Smith Barney Experience April 2006 - November 2009
Job Business and Financial Consultant
Industry Financial Services
Experience
Wells Fargo Advisors, LLC. November 2009 - November 2014
Morgan Stanley Smith Barney April 2006 - November 2009
Law Office of Carlos Corchado, Jr. November 1998 - April 2006
Skills
Retirement Services, Stocks, Bonds, Education Funding & 529..., Insurance, IRAs & IRA Rollovers, Business Services, Annuities, Mortgage Services, Mutual Funds, Stock Options, Long-Term Care Insurance, Estate Investment..., Retirement, Long Term Care Insurance, Fixed Annuities, Finance, Investments, Securities, Financial Advisory, Financial Risk
Education
The Ohio State University Moritz College of Law 1995 — 1998
Juris Doctorate, Law
Long Island University, C.W. Post Campus 1990 — 1995
Bachelor of Arts, Political Science
St. John the Baptist DHS 1986 — 1990
HS Diploma - Regents
Wells Fargo Advisors, LLC. November 2009 - November 2014
Morgan Stanley Smith Barney April 2006 - November 2009
Law Office of Carlos Corchado, Jr. November 1998 - April 2006
Skills
Retirement Services, Stocks, Bonds, Education Funding & 529..., Insurance, IRAs & IRA Rollovers, Business Services, Annuities, Mortgage Services, Mutual Funds, Stock Options, Long-Term Care Insurance, Estate Investment..., Retirement, Long Term Care Insurance, Fixed Annuities, Finance, Investments, Securities, Financial Advisory, Financial Risk
Education
The Ohio State University Moritz College of Law 1995 — 1998
Juris Doctorate, Law
Long Island University, C.W. Post Campus 1990 — 1995
Bachelor of Arts, Political Science
St. John the Baptist DHS 1986 — 1990
HS Diploma - Regents
Annie Wilson's Morgan Stanley Smith Barney Experience January 2006 - May 2010
Job Associate at Spencer Stuart
Industry Management Consulting
Experience
Spencer Stuart July 2013 - Present
Gerson Lehrman Group January 2013 - July 2013
Gerson Lehrman Group July 2010 - January 2013
Morgan Stanley Smith Barney January 2006 - May 2010
Skills
Management, Recruiting, Portfolio Management, Strategic Planning, Financial Services, Business Development, Account Management, Financial Analysis, Networking, Finance, Entrepreneurship, Executive Search, Strategy, Leadership
Education
The University of Texas at Austin 2002 — 2005
Bachelor of Science, Communication Studies
Spencer Stuart July 2013 - Present
Gerson Lehrman Group January 2013 - July 2013
Gerson Lehrman Group July 2010 - January 2013
Morgan Stanley Smith Barney January 2006 - May 2010
Skills
Management, Recruiting, Portfolio Management, Strategic Planning, Financial Services, Business Development, Account Management, Financial Analysis, Networking, Finance, Entrepreneurship, Executive Search, Strategy, Leadership
Education
The University of Texas at Austin 2002 — 2005
Bachelor of Science, Communication Studies
Don Uber Don Uber's Morgan Stanley Smith Barney Experience 2006 - 2008
Job Senior VP, Investor Relations at Tri Global Energy
Industry Renewables & Environment
Experience
Tri Global Energy, LLC January 2014 - Present
TOFF - Artlux August 2013 - December 2013
Mercury Communication Services, Inc. September 2012 - August 2013
Allegiance Capital 2010 - 2012
LPL Financial 2008 - 2010
Morgan Stanley Smith Barney 2006 - 2008
Edward Jones 2002 - 2006
American Airlines 1985 - 2002
Skills
Mergers, Telecommunications, Series 7, Management, Investments, Strategic Planning, Financial Modeling, Financial Analysis, Retirement Planning, Mutual Funds, Sales Management, New Business Development, Strategic Financial..., Asset Managment, Wealth Management, Loans, Sales, Estate Planning, Valuation, Due Diligence, Mergers & Acquisitions, Securities, Asset Management, Finance, Selling, Strategy, Business Development
Education
The University of Texas at Arlington - College of Business Administration
Business Administration, Marketing
Tri Global Energy, LLC January 2014 - Present
TOFF - Artlux August 2013 - December 2013
Mercury Communication Services, Inc. September 2012 - August 2013
Allegiance Capital 2010 - 2012
LPL Financial 2008 - 2010
Morgan Stanley Smith Barney 2006 - 2008
Edward Jones 2002 - 2006
American Airlines 1985 - 2002
Skills
Mergers, Telecommunications, Series 7, Management, Investments, Strategic Planning, Financial Modeling, Financial Analysis, Retirement Planning, Mutual Funds, Sales Management, New Business Development, Strategic Financial..., Asset Managment, Wealth Management, Loans, Sales, Estate Planning, Valuation, Due Diligence, Mergers & Acquisitions, Securities, Asset Management, Finance, Selling, Strategy, Business Development
Education
The University of Texas at Arlington - College of Business Administration
Business Administration, Marketing
Neil Eggers Neil Eggers's Morgan Stanley Smith Barney Experience August 2008 - July 2011
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2011 - Present
Morgan Stanley Smith Barney August 2008 - July 2011
Castle Entries 2006 - 2007
Frogg Toggs 1999 - 2006
Maruman Golf USA 1991 - 1997
Deloitte 1988 - 1991
Education
The University of Texas at Austin 1982 — 1987
BBA, Finance, Engineering Management, Minor in Accounting
Clear Lake High School 1978 — 1982
Merrill Lynch July 2011 - Present
Morgan Stanley Smith Barney August 2008 - July 2011
Castle Entries 2006 - 2007
Frogg Toggs 1999 - 2006
Maruman Golf USA 1991 - 1997
Deloitte 1988 - 1991
Education
The University of Texas at Austin 1982 — 1987
BBA, Finance, Engineering Management, Minor in Accounting
Clear Lake High School 1978 — 1982
Andrew Newfield Andrew Newfield's Morgan Stanley Smith Barney Experience September 2010 - December 2010
Job Analyst at BlueCrest Capital Management
Industry Financial Services
Experience
BlueCrest Capital Management September 2014 - Present
International Fund Services (Ireland) Ltd, A State Street Company February 2012 - September 2014
Hudson Wealth Advisors June 2011 - August 2011
Morgan Stanley Smith Barney September 2010 - December 2010
TGS Financial Advisors June 2010 - August 2010
Global Industries, Inc. June 2005 - August 2008
Skills
Hedge Funds, Financial Analysis, Financial Modeling, Strategic Financial..., Corporate Finance, Fixed Income, Securities, Derivatives, Investments, Valuation, Portfolio Management, Bloomberg Terminal, Strategic Planning, Reuters 3000, Customer Service, Equities, Financial Planning
Education
Towson University 2007 — 2011
Bachelor of Science, Finance
BlueCrest Capital Management September 2014 - Present
International Fund Services (Ireland) Ltd, A State Street Company February 2012 - September 2014
Hudson Wealth Advisors June 2011 - August 2011
Morgan Stanley Smith Barney September 2010 - December 2010
TGS Financial Advisors June 2010 - August 2010
Global Industries, Inc. June 2005 - August 2008
Skills
Hedge Funds, Financial Analysis, Financial Modeling, Strategic Financial..., Corporate Finance, Fixed Income, Securities, Derivatives, Investments, Valuation, Portfolio Management, Bloomberg Terminal, Strategic Planning, Reuters 3000, Customer Service, Equities, Financial Planning
Education
Towson University 2007 — 2011
Bachelor of Science, Finance
Angel Mendez, CRPC Angel Mendez, CRPC's Morgan Stanley Smith Barney Experience May 2010 - December 2011
Job Financial Professional
Industry Investment Management
Experience
Merrill Edge October 2013 - Present
USAA Federal Savings Bank October 2011 - March 2013
Morgan Stanley Smith Barney May 2010 - December 2011
Morgan Stanley Smith Barney February 2008 - January 2010
Wells Fargo Bank October 2007 - December 2007
Skills
Spanish, Wealth Management, Series 7, series 66, Series 31, Series 3, Retirement Planning, Insurance, Securities, Finance
Education
The University of Texas at San Antonio 2003 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management, General
Merrill Edge October 2013 - Present
USAA Federal Savings Bank October 2011 - March 2013
Morgan Stanley Smith Barney May 2010 - December 2011
Morgan Stanley Smith Barney February 2008 - January 2010
Wells Fargo Bank October 2007 - December 2007
Skills
Spanish, Wealth Management, Series 7, series 66, Series 31, Series 3, Retirement Planning, Insurance, Securities, Finance
Education
The University of Texas at San Antonio 2003 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management, General
Jeff Magids's Morgan Stanley Smith Barney Experience June 2008 - August 2008
Job Associate at Lime Rock Resources
Industry Financial Services
Experience
Lime Rock Resources August 2013 - Present
BMO Capital Markets April 2011 - July 2013
Duff & Phelps August 2009 - March 2011
Morgan Stanley Smith Barney June 2008 - August 2008
Skills
Valuation, Financial Modeling, Investment Banking, DCF, Mergers & Acquisitions, Bloomberg, Series 63, Marketing, Finance, Financial Analysis, Equities, Corporate Finance, Private Equity, Equity Research, Strategy, Legal Writing, Capital Markets, Market Research, Trading, Due Diligence, Fixed Income, Capital IQ, Portfolio Management, LBO
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2009
Finance/Accounting, Bachelor of Business Administration
Lime Rock Resources August 2013 - Present
BMO Capital Markets April 2011 - July 2013
Duff & Phelps August 2009 - March 2011
Morgan Stanley Smith Barney June 2008 - August 2008
Skills
Valuation, Financial Modeling, Investment Banking, DCF, Mergers & Acquisitions, Bloomberg, Series 63, Marketing, Finance, Financial Analysis, Equities, Corporate Finance, Private Equity, Equity Research, Strategy, Legal Writing, Capital Markets, Market Research, Trading, Due Diligence, Fixed Income, Capital IQ, Portfolio Management, LBO
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2009
Finance/Accounting, Bachelor of Business Administration
david naumann david naumann's Morgan Stanley Smith Barney Experience 2004 - 2012
Job Managing Partner at Dry Ventures, Inc.
Industry Financial Services
Experience
Dry Ventures, Inc. September 2012 - Present
Dry Ventures, Inc. 2012 - 2013
Morgan Stanley Smith Barney 2004 - 2012
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Asset Allocation, Investments, Strategic Financial..., Investment Advisory, Series 63, Retirement, Portfolio Management, Investment Strategies, Securities, Financial Advisory, Estate Planning
Education
The University of Texas at Austin 1987 — 1991
Bachelor of Business Administration (BBA), Marketing
University of the Incarnate Word 1992 — 1994
Master of Business Administration (M.B.A.)
Dry Ventures, Inc. September 2012 - Present
Dry Ventures, Inc. 2012 - 2013
Morgan Stanley Smith Barney 2004 - 2012
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Asset Allocation, Investments, Strategic Financial..., Investment Advisory, Series 63, Retirement, Portfolio Management, Investment Strategies, Securities, Financial Advisory, Estate Planning
Education
The University of Texas at Austin 1987 — 1991
Bachelor of Business Administration (BBA), Marketing
University of the Incarnate Word 1992 — 1994
Master of Business Administration (M.B.A.)
Shelli (Shelli Perseval) Guerra's Morgan Stanley Smith Barney Experience 2001 - 2004
Job Experienced Financial Planner
Industry Financial Services
Experience
Ameriprise Financial November 2010 - October 2014
Morgan Stanley Smith Barney 2001 - 2004
Southwest Bank of Texas 1999 - 2001
Skills
Retirement Planning, Series 7, Wealth Management, Uniform Combined State..., Series 63, Microsoft Office, Strategic Financial..., Estate Planning, Asset Allocation, Mutual Funds, Investment Advisory, Securities, 401k, Series 65, Financial Planning, Retirement
Education
University of Houston, C.T. Bauer College of Business 1992 — 1995
Bachelor of Science, Finance
The University of Texas at Arlington 1991 — 1993
J Frank Dobie Highschool 1987 — 1991
University of Texas at Arlington, Undergraduate Studies
Ameriprise Financial November 2010 - October 2014
Morgan Stanley Smith Barney 2001 - 2004
Southwest Bank of Texas 1999 - 2001
Skills
Retirement Planning, Series 7, Wealth Management, Uniform Combined State..., Series 63, Microsoft Office, Strategic Financial..., Estate Planning, Asset Allocation, Mutual Funds, Investment Advisory, Securities, 401k, Series 65, Financial Planning, Retirement
Education
University of Houston, C.T. Bauer College of Business 1992 — 1995
Bachelor of Science, Finance
The University of Texas at Arlington 1991 — 1993
J Frank Dobie Highschool 1987 — 1991
University of Texas at Arlington, Undergraduate Studies
Robert McAfee Robert McAfee's Morgan Stanley Smith Barney Experience January 2010 - Present
Job Financial Services at Morgan Stanley Smith Barney
Industry Banking
Experience
Morgan Stanley Smith Barney January 2010 - Present
The Lenox Group, LLC August 2007 - January 2010
Financial Industry Experience February 1997 - June 2006
Education
The University of Tennessee at Chattanooga 2007 — 2008
MBA, finance & management
Morgan Stanley Smith Barney January 2010 - Present
The Lenox Group, LLC August 2007 - January 2010
Financial Industry Experience February 1997 - June 2006
Education
The University of Tennessee at Chattanooga 2007 — 2008
MBA, finance & management
Jeff Davis, CFP®'s Morgan Stanley Smith Barney Experience September 1996 - 2011
Job Financial Advisor
Industry Financial Services
Experience
UBS Financial Services, Inc. October 2011 - Present
Morgan Stanley Smith Barney September 1996 - 2011
Shell Oil Company 1994 - 1996
Jess H. Young & Co., CPAs 1992 - 1994
Education
University of Texas at Austin 1988 — 1992
BBA, Accounting
UBS Financial Services, Inc. October 2011 - Present
Morgan Stanley Smith Barney September 1996 - 2011
Shell Oil Company 1994 - 1996
Jess H. Young & Co., CPAs 1992 - 1994
Education
University of Texas at Austin 1988 — 1992
BBA, Accounting
Laura (Hixon) Hsu's Morgan Stanley Smith Barney Experience January 2007 - July 2009
Job NonProfit
Industry Fund-Raising
Experience
Civic Builders July 2012 - December 2014
COMAC Capital November 2009 - July 2011
Citi Smith Barney January 2007 - July 2009
Morgan Stanley Smith Barney January 2007 - July 2009
Skills
Hedge Funds, Investor Relations, Nonprofits, Client Development, Fundraising, Marketing Communications, Public Relations
Education
The University of Texas at Austin 2002 — 2006
Civic Builders July 2012 - December 2014
COMAC Capital November 2009 - July 2011
Citi Smith Barney January 2007 - July 2009
Morgan Stanley Smith Barney January 2007 - July 2009
Skills
Hedge Funds, Investor Relations, Nonprofits, Client Development, Fundraising, Marketing Communications, Public Relations
Education
The University of Texas at Austin 2002 — 2006
Patrick Kwei's Morgan Stanley Smith Barney Experience 1999 - 2009
Job Professional at Morgan Stanley
Industry Financial Services
Experience
MorganStanley 2009 - Present
Morgan Stanley March 1999 - January 2013
Morgan Stanley Smith Barney 1999 - 2009
Skills
.NET, Enterprise Architecture, Financial Services, Fixed Income, Microsoft Exchange, Risk Management, Vendor Management
Education
Shanghai no.51 middle school
The University of British Columbia
shanghai no.51 midle school
MorganStanley 2009 - Present
Morgan Stanley March 1999 - January 2013
Morgan Stanley Smith Barney 1999 - 2009
Skills
.NET, Enterprise Architecture, Financial Services, Fixed Income, Microsoft Exchange, Risk Management, Vendor Management
Education
Shanghai no.51 middle school
The University of British Columbia
shanghai no.51 midle school
Sonya Caldwell's Morgan Stanley Smith Barney Experience November 2008 - Present
Job Financial Advisor, Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 2008 - Present
GlaxoSmithKline August 1989 - May 2007
Merck 1986 - 1989
Education
The Ohio State University Fisher College of Business 1983 — 1986
Morgan Stanley Smith Barney November 2008 - Present
GlaxoSmithKline August 1989 - May 2007
Merck 1986 - 1989
Education
The Ohio State University Fisher College of Business 1983 — 1986
Meron Winkler's Morgan Stanley Smith Barney Experience July 2010 - February 2011
Job MBA | 2015 | Chicago Booth
Industry Consumer Goods
Experience
Schlep, Inc. June 2014 - September 2014
Robert Bosch Tool Corporation April 2014 - August 2014
Robert W. Baird & Co. March 2011 - June 2013
Morgan Stanley Smith Barney July 2010 - February 2011
TradingRM, LLC July 2008 - October 2009
Mesirow Financial June 2006 - July 2008
Skills
Entrepreneurship, Financial Modeling, Business Development, Valuation, Business Strategy, Start-ups, Private Equity, Due Diligence, Investment Banking, Capital Markets, M&A experience, Bloomberg, LBO, Corporate Finance, Corporate Development
Education
The University of Chicago - Booth School of Business 2013 — 2015
MBA Candidate
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
Bachelor of Science (B.S.), Finance
Schlep, Inc. June 2014 - September 2014
Robert Bosch Tool Corporation April 2014 - August 2014
Robert W. Baird & Co. March 2011 - June 2013
Morgan Stanley Smith Barney July 2010 - February 2011
TradingRM, LLC July 2008 - October 2009
Mesirow Financial June 2006 - July 2008
Skills
Entrepreneurship, Financial Modeling, Business Development, Valuation, Business Strategy, Start-ups, Private Equity, Due Diligence, Investment Banking, Capital Markets, M&A experience, Bloomberg, LBO, Corporate Finance, Corporate Development
Education
The University of Chicago - Booth School of Business 2013 — 2015
MBA Candidate
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
Bachelor of Science (B.S.), Finance
John Wissman's Morgan Stanley Smith Barney Experience 2010 - 2011
Job Benefits Consultant at Ardent Solutions
Industry Financial Services
Experience
Ardent Solutions May 2015 - Present
The Noble Group July 2013 - May 2015
ZocDoc December 2011 - July 2013
Morgan Stanley Smith Barney 2010 - 2011
Assent LLC October 2007 - September 2010
The Southwestern Company 2002 - 2007
Skills
Sales, Direct Sales, Equities, Selling, Sales Process, Investments, Small Business, Business Development, Lead Generation, Sales Presentations, New Business Development, Affordable Care Act, Employee Benefits, Health Insurance, Insurance, Business Strategy, Customer Service, Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Ardent Solutions May 2015 - Present
The Noble Group July 2013 - May 2015
ZocDoc December 2011 - July 2013
Morgan Stanley Smith Barney 2010 - 2011
Assent LLC October 2007 - September 2010
The Southwestern Company 2002 - 2007
Skills
Sales, Direct Sales, Equities, Selling, Sales Process, Investments, Small Business, Business Development, Lead Generation, Sales Presentations, New Business Development, Affordable Care Act, Employee Benefits, Health Insurance, Insurance, Business Strategy, Customer Service, Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Alan Koncal's Morgan Stanley Smith Barney Experience May 2011 - May 2012
Job .
Industry Investment Management
Experience
PNC Investments July 2012 - Present
Morgan Stanley Smith Barney May 2011 - May 2012
Education
The University of Akron 2002 — 2007
Bachelor of Science (BS), Economics
PNC Investments July 2012 - Present
Morgan Stanley Smith Barney May 2011 - May 2012
Education
The University of Akron 2002 — 2007
Bachelor of Science (BS), Economics
Nancy Mellon's Morgan Stanley Smith Barney Experience February 2004 - November 2012
Job Vice President
Industry Investment Management
Experience
Wells Fargo Advisors August 2012 - Present
Morgan Stanley Smith Barney February 2004 - November 2012
UBS Wealth Management August 2001 - February 2004
Education
The University of Memphis 1990 — 1992
MS
University of Mississippi 1979 — 1983
BBA, Managerial Finance and Economics
University of Mississippi - School of Business Administration 1979 — 1983
BBA, Managerial Finance and Economics
Wells Fargo Advisors August 2012 - Present
Morgan Stanley Smith Barney February 2004 - November 2012
UBS Wealth Management August 2001 - February 2004
Education
The University of Memphis 1990 — 1992
MS
University of Mississippi 1979 — 1983
BBA, Managerial Finance and Economics
University of Mississippi - School of Business Administration 1979 — 1983
BBA, Managerial Finance and Economics
Sarah Wiggins's Morgan Stanley Smith Barney Experience November 2009 - August 2010
Job
Industry Financial Services
Experience
RBC Wealth Management April 2012 - Present
Jobes Solo Investment Group, LLC October 2010 - April 2012
Morgan Stanley Smith Barney November 2009 - August 2010
RBC Wealth Management April 2007 - June 2009
RBC Dain Rauscher (now RBC Wealth Management) December 2002 - April 2007
Prospera Financial Services January 1998 - December 2002
Education
The University of Texas at Dallas
Master of Science, Management and Administrative Sciences; Corporate Finance Concentration
The University of Texas at Dallas
Bachelor of Science, Business Administration
RBC Wealth Management April 2012 - Present
Jobes Solo Investment Group, LLC October 2010 - April 2012
Morgan Stanley Smith Barney November 2009 - August 2010
RBC Wealth Management April 2007 - June 2009
RBC Dain Rauscher (now RBC Wealth Management) December 2002 - April 2007
Prospera Financial Services January 1998 - December 2002
Education
The University of Texas at Dallas
Master of Science, Management and Administrative Sciences; Corporate Finance Concentration
The University of Texas at Dallas
Bachelor of Science, Business Administration
J. Patrick Lizaso's Morgan Stanley Smith Barney Experience June 2011 - June 2012
Job Business Development Rep at Amazon Web Services
Industry Financial Services
Experience
Amazon Web Services January 2015 - Present
Salesforce October 2013 - December 2014
Brightpearl October 2012 - October 2013
Morgan Stanley Smith Barney June 2011 - June 2012
San Antonio Spurs - NBA November 2010 - June 2012
Mic Toi Rerehiko July 2010 - December 2010
The Walt Disney Company June 2008 - December 2008
Audie L. Murphy VA Hospital August 2006 - January 2008
Skills
finance, international business, photography, Videography, Final Cut Express, Marketing Strategy, sales, marketing, Management, Communication, Presentations, Sales, Photography, Marketing, Finance, Training, Analysis, Cloud Computing, SaaS, International Business, Contract Negotiation
Education
The University of Texas at San Antonio 2007 — 2012
Finance & International Business Double Major
University of Auckland 2010 — 2010
Finance and International Business, Finance
Health Careers High School
Amazon Web Services January 2015 - Present
Salesforce October 2013 - December 2014
Brightpearl October 2012 - October 2013
Morgan Stanley Smith Barney June 2011 - June 2012
San Antonio Spurs - NBA November 2010 - June 2012
Mic Toi Rerehiko July 2010 - December 2010
The Walt Disney Company June 2008 - December 2008
Audie L. Murphy VA Hospital August 2006 - January 2008
Skills
finance, international business, photography, Videography, Final Cut Express, Marketing Strategy, sales, marketing, Management, Communication, Presentations, Sales, Photography, Marketing, Finance, Training, Analysis, Cloud Computing, SaaS, International Business, Contract Negotiation
Education
The University of Texas at San Antonio 2007 — 2012
Finance & International Business Double Major
University of Auckland 2010 — 2010
Finance and International Business, Finance
Health Careers High School
Benjamin Kuehn's Morgan Stanley Smith Barney Experience 2007 - 2007
Job Associate at GW & Wade, LLC
Industry Law Practice
Experience
GW & Wade, LLC October 2014 - Present
Beacon Hill Staffing Group January 2014 - June 2014
Connecticut Urban Legal Initiative January 2013 - May 2013
Law Offices of Rich Cody June 2012 - December 2012
Office of the Secretary of the State of Connecticut September 2011 - December 2011
Kings County District Attorneys Office June 2011 - August 2011
CT Office of Military Affairs January 2008 - May 2008
Connecticut Dept. of Economic and Community Development May 2007 - August 2007
Morgan Stanley Smith Barney 2007 - 2007
Education
The University of Connecticut School of Law 2010 — 2013
Doctor of Law (J.D.), Tax Law/Taxation
Trinity College-Hartford 2004 — 2008
Bachelor's of Science, with Honors, Economics
Trumbull High School
Trumbull High School
GW & Wade, LLC October 2014 - Present
Beacon Hill Staffing Group January 2014 - June 2014
Connecticut Urban Legal Initiative January 2013 - May 2013
Law Offices of Rich Cody June 2012 - December 2012
Office of the Secretary of the State of Connecticut September 2011 - December 2011
Kings County District Attorneys Office June 2011 - August 2011
CT Office of Military Affairs January 2008 - May 2008
Connecticut Dept. of Economic and Community Development May 2007 - August 2007
Morgan Stanley Smith Barney 2007 - 2007
Education
The University of Connecticut School of Law 2010 — 2013
Doctor of Law (J.D.), Tax Law/Taxation
Trinity College-Hartford 2004 — 2008
Bachelor's of Science, with Honors, Economics
Trumbull High School
Trumbull High School
Rebecca Pobieglo's Morgan Stanley Smith Barney Experience December 2002 - Present
Job Second Vice President, Financial Advisor, Financial Planning Specialist at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney December 2002 - Present
Education
The University of Tennessee at Chattanooga
BS, Economics and Finance
Morgan Stanley Smith Barney December 2002 - Present
Education
The University of Tennessee at Chattanooga
BS, Economics and Finance
Jennifer Byrd's Morgan Stanley Smith Barney Experience 2004 - 2012
Job Financial Services Professional with Extensive Experience Product Management
Industry Financial Services
Experience
E*TRADE 2012 - 2015
Morgan Stanley Smith Barney 2004 - 2012
Wachovia Securities (formerly Prudential Securities) 1991 - 2004
Skills
Financial Services, Retail Brokerage, Product Management, Cash Management, Product Development, Retail Banking, Banking, Debit Cards, Third Party Vendor..., Sweep Accounts, Bill Payment, Money Transfers, Business Development, Business Strategy, Risk Management, Relationship Management, Portfolio Management, Asset Management, Investments, Securities, Wealth Management, Business Requirements, Vendor Relationship..., Vendor Management, Series 99, Management, Business Analysis, SDLC, Process Improvement, Strategy, Marketing, Leadership, Financial Risk
Education
Thomas Edison State College
E*TRADE 2012 - 2015
Morgan Stanley Smith Barney 2004 - 2012
Wachovia Securities (formerly Prudential Securities) 1991 - 2004
Skills
Financial Services, Retail Brokerage, Product Management, Cash Management, Product Development, Retail Banking, Banking, Debit Cards, Third Party Vendor..., Sweep Accounts, Bill Payment, Money Transfers, Business Development, Business Strategy, Risk Management, Relationship Management, Portfolio Management, Asset Management, Investments, Securities, Wealth Management, Business Requirements, Vendor Relationship..., Vendor Management, Series 99, Management, Business Analysis, SDLC, Process Improvement, Strategy, Marketing, Leadership, Financial Risk
Education
Thomas Edison State College
Dan Lew's Morgan Stanley Smith Barney Experience July 2010 - August 2010
Job Senior Technical Account Manager
Industry Semiconductors
Experience
Mentor Graphics August 2011 - Present
Mentor Graphics November 2006 - August 2011
Morgan Stanley Smith Barney July 2010 - August 2010
Vitesse Semiconductor 2000 - 2006
PMC-Sierra September 1999 - December 1999
Skills
Semiconductors, Product Management, Business Strategy, Cross-functional Team..., EDA, Management, ASIC, Team Leadership, Mixed Signal, Business Development, Leadership, Sales, Marketing Strategy, Physical Verification, Technical Product Sales, Functional Verification, Solution Selling, DFT, Sales Process, SoC, IC
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2011
MBA, Executive MBA
University of Waterloo 1995 — 2000
Computer Engineering, Mixed-Signal Circuit Design, Software Engineering
Mentor Graphics August 2011 - Present
Mentor Graphics November 2006 - August 2011
Morgan Stanley Smith Barney July 2010 - August 2010
Vitesse Semiconductor 2000 - 2006
PMC-Sierra September 1999 - December 1999
Skills
Semiconductors, Product Management, Business Strategy, Cross-functional Team..., EDA, Management, ASIC, Team Leadership, Mixed Signal, Business Development, Leadership, Sales, Marketing Strategy, Physical Verification, Technical Product Sales, Functional Verification, Solution Selling, DFT, Sales Process, SoC, IC
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2011
MBA, Executive MBA
University of Waterloo 1995 — 2000
Computer Engineering, Mixed-Signal Circuit Design, Software Engineering
Lisa Rothstein's Morgan Stanley Smith Barney Experience December 2004 - Present
Job Senior Manager Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2004 - Present
Morgan Stanley Smith Barney December 2004 - Present
SIEMENS BUSINESS SERVICES March 2002 - December 2004
Hyperion Solutions February 1997 - March 2002
Hyperion Solutions February 1997 - March 2002
Hyperion Solutions February 1997 - March 2002
COTY INC September 1994 - February 1997
Air Express International October 1991 - January 1994
Air Express International 1991 - 1994
Deloitte September 1989 - March 1991
Skills
Certified Public..., Essbase, Financial Analysis, Finance, Financial Reporting, Hyperion, Financial Modeling, Forecasting, Analysis, Business Analysis
Education
The University of Connecticut 1986 — 1989
Bachelor of Science, Business Administration; Accounting
The University of Connecticut School of Business 1986 — 1989
BS, Accounting
University at Albany, SUNY
Morgan Stanley December 2004 - Present
Morgan Stanley Smith Barney December 2004 - Present
SIEMENS BUSINESS SERVICES March 2002 - December 2004
Hyperion Solutions February 1997 - March 2002
Hyperion Solutions February 1997 - March 2002
Hyperion Solutions February 1997 - March 2002
COTY INC September 1994 - February 1997
Air Express International October 1991 - January 1994
Air Express International 1991 - 1994
Deloitte September 1989 - March 1991
Skills
Certified Public..., Essbase, Financial Analysis, Finance, Financial Reporting, Hyperion, Financial Modeling, Forecasting, Analysis, Business Analysis
Education
The University of Connecticut 1986 — 1989
Bachelor of Science, Business Administration; Accounting
The University of Connecticut School of Business 1986 — 1989
BS, Accounting
University at Albany, SUNY
Wayne Papke's Morgan Stanley Smith Barney Experience November 1997 - Present
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 1997 - Present
Citi Smith Barney November 1997 - October 2009
Education
The University of North Dakota 1974 — 1978
BS, Marketing/Advertising & Public Relations
Morgan Stanley Smith Barney November 1997 - Present
Citi Smith Barney November 1997 - October 2009
Education
The University of North Dakota 1974 — 1978
BS, Marketing/Advertising & Public Relations
Richard Fournier's Morgan Stanley Smith Barney Experience February 2009 - December 2011
Job Enterprise Storage Systems Engineer at Randolph AFB
Industry Computer Hardware
Experience
Randolph AFB March 2012 - Present
Energy Transfer Corporation 2012 - 2012
Morgan Stanley Smith Barney February 2009 - December 2011
Parmamount Computer Corp 2003 - 2007
USCybersafe 2005 - 2006
Hewlett Packard June 2005 - December 2005
F & J Pattern Works 1982 - 1993
Skills
Windows Server, Vendor Management, Program Management, Cloud Computing, Account Management, Data Center, Disaster Recovery, Data Migration, HP, Servers, Enterprise Storage, Strategic Planning, Project Management, Enterprise Software, Management, Process Improvement, Unix, Windows, Virtualization, Integration, Active Directory, Troubleshooting, Customer Service, Storage, VMware, Microsoft Office, ITIL, Software Project..., Perl, Strategy, Cross-functional Team..., Hardware, Business Analysis, Storage Area Networks, IT Strategy, High Availability, Microsoft SQL Server, Agile Methodologies, Computer Hardware, Software Development, New Business Development, Business Intelligence, Software Documentation, SDLC, SAN, IT Service Management, Solution Selling, Operating Systems, Product Management, .NET
Education
The University of Texas at San Antonio
Randolph AFB March 2012 - Present
Energy Transfer Corporation 2012 - 2012
Morgan Stanley Smith Barney February 2009 - December 2011
Parmamount Computer Corp 2003 - 2007
USCybersafe 2005 - 2006
Hewlett Packard June 2005 - December 2005
F & J Pattern Works 1982 - 1993
Skills
Windows Server, Vendor Management, Program Management, Cloud Computing, Account Management, Data Center, Disaster Recovery, Data Migration, HP, Servers, Enterprise Storage, Strategic Planning, Project Management, Enterprise Software, Management, Process Improvement, Unix, Windows, Virtualization, Integration, Active Directory, Troubleshooting, Customer Service, Storage, VMware, Microsoft Office, ITIL, Software Project..., Perl, Strategy, Cross-functional Team..., Hardware, Business Analysis, Storage Area Networks, IT Strategy, High Availability, Microsoft SQL Server, Agile Methodologies, Computer Hardware, Software Development, New Business Development, Business Intelligence, Software Documentation, SDLC, SAN, IT Service Management, Solution Selling, Operating Systems, Product Management, .NET
Education
The University of Texas at San Antonio
Mignon De La Torre's Morgan Stanley Smith Barney Experience May 2004 - Present
Job Sr. Reg CSA at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2004 - Present
Morgan Stanley August 2008 - July 2009
Skills
Series 7, Equities, Fixed Income, Derivatives, Wealth Management, Series 63, Bloomberg, Securities, Prime Brokerage, Mutual Funds, Investment Banking, Investments, Middle Office, Portfolio Management, Hedge Funds, Asset Managment, Capital Markets, Retirement Planning, Asset Allocation, Alternative Investments
Education
The University of Texas at El Paso 2002 — 2003
Master of Business Administration (MBA), Business/Commerce, General
The University of Texas at San Antonio 1995 — 1999
Bachelor's degree, Business/Commerce, General
Morgan Stanley Smith Barney May 2004 - Present
Morgan Stanley August 2008 - July 2009
Skills
Series 7, Equities, Fixed Income, Derivatives, Wealth Management, Series 63, Bloomberg, Securities, Prime Brokerage, Mutual Funds, Investment Banking, Investments, Middle Office, Portfolio Management, Hedge Funds, Asset Managment, Capital Markets, Retirement Planning, Asset Allocation, Alternative Investments
Education
The University of Texas at El Paso 2002 — 2003
Master of Business Administration (MBA), Business/Commerce, General
The University of Texas at San Antonio 1995 — 1999
Bachelor's degree, Business/Commerce, General
Mary Anne Ewing's Morgan Stanley Smith Barney Experience November 2009 - April 2010
Job Comember A Shade Above, LLC
Industry Design
Experience
A Shade Above, LLC 2013 - Present
PNC December 2011 - April 2013
Morgan Stanley Smith Barney November 2009 - April 2010
Junior League of Columbus 2004 - 2008
Worthington Steel October 2002 - March 2003
General Growth Properties November 1982 - April 1984
Skills
Team Building, Financial Analysis, Management, Investments, Leadership, Asset Management, Strategic Planning, Portfolio Management, Accounting, Event Management, Analysis, Forecasting, Finance, Strategy, Microsoft Excel, New Business Development
Education
The Ohio State University - The Max M. Fisher College of Business 1996 — 2002
Finance, Business Administration, Finance
A Shade Above, LLC 2013 - Present
PNC December 2011 - April 2013
Morgan Stanley Smith Barney November 2009 - April 2010
Junior League of Columbus 2004 - 2008
Worthington Steel October 2002 - March 2003
General Growth Properties November 1982 - April 1984
Skills
Team Building, Financial Analysis, Management, Investments, Leadership, Asset Management, Strategic Planning, Portfolio Management, Accounting, Event Management, Analysis, Forecasting, Finance, Strategy, Microsoft Excel, New Business Development
Education
The Ohio State University - The Max M. Fisher College of Business 1996 — 2002
Finance, Business Administration, Finance
Kerren Bancroft's Morgan Stanley Smith Barney Experience July 2010 - Present
Job Head of PMO at American Stock Transfer & Trust Company, LLC
Industry Financial Services
Experience
American Stock Transfer & Trust Company, LLC April 2015 - Present
Morgan Stanley Smith Barney July 2010 - Present
KBS Resources Inc August 2004 - July 2010
BNYMellon 2005 - 2010
JPMorganChase 2001 - 2003
Kemper Insurance 1999 - 2000
Chemical Bank 1980 - 1995
Education
U.M.I.S.T.
Bachelor of Science (B.Sc.), Chemistry
American Stock Transfer & Trust Company, LLC April 2015 - Present
Morgan Stanley Smith Barney July 2010 - Present
KBS Resources Inc August 2004 - July 2010
BNYMellon 2005 - 2010
JPMorganChase 2001 - 2003
Kemper Insurance 1999 - 2000
Chemical Bank 1980 - 1995
Education
U.M.I.S.T.
Bachelor of Science (B.Sc.), Chemistry
Ryan Rettig's Morgan Stanley Smith Barney Experience October 2007 - June 2009
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Walgreens June 2007 - June 2010
Morgan Stanley Smith Barney October 2007 - June 2009
Skills
Investments, Portfolio Management, Finance, Financial Advisory, Financial Analysis, Microsoft Excel, Financial Modeling, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Time Management, Retail, Accounting, Access
Education
The Ohio State University Fisher College of Business 2005 — 2009
Bachelor of Science in Business Administration, Finance & Real Estate
Fidelity Investments June 2014 - Present
Walgreens June 2007 - June 2010
Morgan Stanley Smith Barney October 2007 - June 2009
Skills
Investments, Portfolio Management, Finance, Financial Advisory, Financial Analysis, Microsoft Excel, Financial Modeling, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Time Management, Retail, Accounting, Access
Education
The Ohio State University Fisher College of Business 2005 — 2009
Bachelor of Science in Business Administration, Finance & Real Estate
Susan Besanceney's Morgan Stanley Smith Barney Experience July 2007 - Present
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2007 - Present
OhioHealth October 1998 - October 2005
Education
The University of Akron
BSN, Nursing
Morgan Stanley Smith Barney July 2007 - Present
OhioHealth October 1998 - October 2005
Education
The University of Akron
BSN, Nursing
Christina House's Morgan Stanley Smith Barney Experience August 2009 - June 2011
Job Project Management Sr. at Freddie Mac
Industry Banking
Experience
Freddie Mac March 2012 - Present
Morgan Stanley Smith Barney August 2009 - June 2011
Goldman Sachs July 2005 - December 2007
Bear Stearns February 1999 - June 2005
Education
Thunderbird School of Global Management 1996 — 1998
MBA
Virginia Polytechnic Institute and State University 1989 — 1993
B.A., Economics, International Studies
Freddie Mac March 2012 - Present
Morgan Stanley Smith Barney August 2009 - June 2011
Goldman Sachs July 2005 - December 2007
Bear Stearns February 1999 - June 2005
Education
Thunderbird School of Global Management 1996 — 1998
MBA
Virginia Polytechnic Institute and State University 1989 — 1993
B.A., Economics, International Studies
Victoria Ellinger's Morgan Stanley Smith Barney Experience July 2010 - September 2011
Job Business Development Director at The Partners Group
Industry Financial Services
Experience
The Partners Group, Private wealth advisory practice of Ameriprise Financial Services, Inc. January 2013 - Present
Ameriprise Financial Services, Inc. November 2011 - December 2012
Morgan Stanley Smith Barney July 2010 - September 2011
DCCI October 2004 - December 2009
Maniacal Marketing March 2003 - September 2004
Nestle May 2002 - June 2003
InfoCision Management Corporation March 1990 - May 2000
Skills
Retirement Planning, Financial Planning, Series 7, Series 66, New Business Development, Account Management, Marketing Strategy, Direct Marketing, Fundraising, Consultative Selling, Relationship Marketing, Forecasting, Public Relations, Promotions, B2B, Non-profits, Campaign Development, Sales Management, Marketing Communications, Strategic Planning, Market Planning, Marketing Management, Key Account Management, Solution Selling, Brand Development, Business Planning, Direct Sales, Integrated Marketing, Corporate Communications, Event Marketing, Social Media Marketing, Product Marketing, Social Media, Selling, Strategic Financial..., Uniform Combined State..., Strategy, Management, Leadership, Event Planning, CRM, Campaigns, Marketing, Business Development, Sales, Investments, Program Management, Training, Negotiation, Budgets
Education
The University of Akron 1996 — 2002
MBA, Marketing
The University of Akron 1985 — 1989
BS, Marketing
Revere High School
The Partners Group, Private wealth advisory practice of Ameriprise Financial Services, Inc. January 2013 - Present
Ameriprise Financial Services, Inc. November 2011 - December 2012
Morgan Stanley Smith Barney July 2010 - September 2011
DCCI October 2004 - December 2009
Maniacal Marketing March 2003 - September 2004
Nestle May 2002 - June 2003
InfoCision Management Corporation March 1990 - May 2000
Skills
Retirement Planning, Financial Planning, Series 7, Series 66, New Business Development, Account Management, Marketing Strategy, Direct Marketing, Fundraising, Consultative Selling, Relationship Marketing, Forecasting, Public Relations, Promotions, B2B, Non-profits, Campaign Development, Sales Management, Marketing Communications, Strategic Planning, Market Planning, Marketing Management, Key Account Management, Solution Selling, Brand Development, Business Planning, Direct Sales, Integrated Marketing, Corporate Communications, Event Marketing, Social Media Marketing, Product Marketing, Social Media, Selling, Strategic Financial..., Uniform Combined State..., Strategy, Management, Leadership, Event Planning, CRM, Campaigns, Marketing, Business Development, Sales, Investments, Program Management, Training, Negotiation, Budgets
Education
The University of Akron 1996 — 2002
MBA, Marketing
The University of Akron 1985 — 1989
BS, Marketing
Revere High School
Tammi Sue Huckabee CFP®'s Morgan Stanley Smith Barney Experience May 2001 - December 2006
Job Operations Manager at Raymond James
Industry Investment Management
Experience
Raymond James January 2011 - Present
UBS Financial Services, Inc. December 2006 - December 2010
Morgan Stanley Smith Barney May 2001 - December 2006
RBC Wealth Management September 1996 - May 2001
Education
The University of Texas at Dallas 1990 — 1993
BBA, Finance
Raymond James January 2011 - Present
UBS Financial Services, Inc. December 2006 - December 2010
Morgan Stanley Smith Barney May 2001 - December 2006
RBC Wealth Management September 1996 - May 2001
Education
The University of Texas at Dallas 1990 — 1993
BBA, Finance
Brian Sak's Morgan Stanley Smith Barney Experience Senior Financial AdvisorMerrill LynchApril 2004 - July 2008
Job Associate Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney Senior Financial AdvisorMerrill LynchApril 2004 - July 2008
Edward Jones March 2001 - April 2004
Education
The University of Kansas 1987 — 1991
BA, Economincs
Morgan Stanley Smith Barney Senior Financial AdvisorMerrill LynchApril 2004 - July 2008
Edward Jones March 2001 - April 2004
Education
The University of Kansas 1987 — 1991
BA, Economincs
Sarah Muecke's Morgan Stanley Smith Barney Experience May 2007 - July 2009
Job JHilburn Stylist
Industry Retail
Experience
J. HILBURN MEN'S CLOTHIER October 2010 - Present
SingleCut Beersmiths May 2011 - May 2015
Morgan Stanley Smith Barney May 2007 - July 2009
AIG February 2004 - May 2007
Skills
Team Building, Apparel, Financial Analysis, Strategic Planning, Customer Service, Retail, Leadership
Education
The University of Georgia 1996 — 2000
BS, Mathematics
J. HILBURN MEN'S CLOTHIER October 2010 - Present
SingleCut Beersmiths May 2011 - May 2015
Morgan Stanley Smith Barney May 2007 - July 2009
AIG February 2004 - May 2007
Skills
Team Building, Apparel, Financial Analysis, Strategic Planning, Customer Service, Retail, Leadership
Education
The University of Georgia 1996 — 2000
BS, Mathematics
David Patience's Morgan Stanley Smith Barney Experience June 2008 - June 2010
Job MBA Candidate at Chicago Booth
Industry Financial Services
Experience
Morgan Stanley June 2015 - August 2015
Nuveen Investments July 2010 - May 2015
Morgan Stanley Smith Barney June 2008 - June 2010
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (M.B.A.), Expected Concentrations: Accounting, Analytical Finance and Econometrics and Statistics
University of Colorado Boulder - Leeds School of Business 2004 — 2008
BA, Finance
Morgan Stanley June 2015 - August 2015
Nuveen Investments July 2010 - May 2015
Morgan Stanley Smith Barney June 2008 - June 2010
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (M.B.A.), Expected Concentrations: Accounting, Analytical Finance and Econometrics and Statistics
University of Colorado Boulder - Leeds School of Business 2004 — 2008
BA, Finance
Jamie Rugel's Morgan Stanley Smith Barney Experience November 2005 - Present
Job Registered Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 2005 - Present
The Orpheum Theatre March 2005 - November 2005
Education
The University of Memphis 1999 — 2004
Bachekor of Business Administration, Real Estate Finance
Morgan Stanley Smith Barney November 2005 - Present
The Orpheum Theatre March 2005 - November 2005
Education
The University of Memphis 1999 — 2004
Bachekor of Business Administration, Real Estate Finance
Jamie Kertis's Morgan Stanley Smith Barney Experience September 2006 - October 2008
Job Senior Retirement Plan Specialist at DailyAccess Corporation
Industry
Experience
DailyAccess Corporation October 2008 - Present
Morgan Stanley Smith Barney September 2006 - October 2008
Education
University of Southern Mississippi 1999 — 2003
Bachelor of Science, Psychology and Business
DailyAccess Corporation October 2008 - Present
Morgan Stanley Smith Barney September 2006 - October 2008
Education
University of Southern Mississippi 1999 — 2003
Bachelor of Science, Psychology and Business
Jennifer Harrell, MCP, VSP's Morgan Stanley Smith Barney Experience 1993 - 1994
Job Inside Sales Account Manager at SHI
Industry Computer Hardware
Experience
SHI December 2010 - Present
Oxford Commercial March 2007 - December 2010
Banks Information Solutions, Inc. 2004 - 2006
Self-Employed 2000 - 2004
Staffing Edge 1996 - 1998
G&K Services 1995 - 1996
Morgan Stanley Smith Barney 1993 - 1994
Dallas Country Club Tennis Shop 1985 - 1988
Skills
Customer Service, Sales, CRM, Channel Sales, Account Management, Direct Sales, Sales Process
Education
University of Oklahoma 1989 — 1991
Bachelor of Arts & Science, History
The University of Texas at Austin 1987 — 1989
Highland Park High School 1984 — 1987
SHI December 2010 - Present
Oxford Commercial March 2007 - December 2010
Banks Information Solutions, Inc. 2004 - 2006
Self-Employed 2000 - 2004
Staffing Edge 1996 - 1998
G&K Services 1995 - 1996
Morgan Stanley Smith Barney 1993 - 1994
Dallas Country Club Tennis Shop 1985 - 1988
Skills
Customer Service, Sales, CRM, Channel Sales, Account Management, Direct Sales, Sales Process
Education
University of Oklahoma 1989 — 1991
Bachelor of Arts & Science, History
The University of Texas at Austin 1987 — 1989
Highland Park High School 1984 — 1987
Steven Bergdoll's Morgan Stanley Smith Barney Experience November 2010 - January 2013
Job Senior Associate at Bernstein Private Wealth Management
Industry Financial Services
Experience
Bernstein Private Wealth Management August 2014 - Present
Bernstein Private Wealth Management January 2013 - August 2014
Morgan Stanley Smith Barney November 2010 - January 2013
IMG Financial Group October 2009 - May 2010
Skills
Investments, Portfolio Management, Alternative Investments, Wealth Management
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2009
BBA, Finance
University of Texas
Bachelor of Business Administration, Corporate Finance & Investment Banking
Bernstein Private Wealth Management August 2014 - Present
Bernstein Private Wealth Management January 2013 - August 2014
Morgan Stanley Smith Barney November 2010 - January 2013
IMG Financial Group October 2009 - May 2010
Skills
Investments, Portfolio Management, Alternative Investments, Wealth Management
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2009
BBA, Finance
University of Texas
Bachelor of Business Administration, Corporate Finance & Investment Banking
Tytus Abrahamson's Morgan Stanley Smith Barney Experience June 2009 - February 2010
Job Senior Functional Systems Analyst
Industry Financial Services
Experience
The University of Kansas April 2014 - Present
Morgan Stanley March 2010 - March 2014
Morgan Stanley Smith Barney June 2009 - February 2010
Citi May 2006 - May 2009
Skills
Wealth Management, Financial Services, Compliance, Legal Compliance, Risk Arbitrage, Microsoft Excel, Access Database, Risk Management, AML, Business Planning, Music Production, Music Theory, Musical Theatre, Music Education, Music Performance, General Aviation, Hedge Funds, Alternative Investments
Education
University of Kansas 1996 — 2002
Bachelor's degree, Music Performance
The University of Kansas April 2014 - Present
Morgan Stanley March 2010 - March 2014
Morgan Stanley Smith Barney June 2009 - February 2010
Citi May 2006 - May 2009
Skills
Wealth Management, Financial Services, Compliance, Legal Compliance, Risk Arbitrage, Microsoft Excel, Access Database, Risk Management, AML, Business Planning, Music Production, Music Theory, Musical Theatre, Music Education, Music Performance, General Aviation, Hedge Funds, Alternative Investments
Education
University of Kansas 1996 — 2002
Bachelor's degree, Music Performance
Andrew Cooley's Morgan Stanley Smith Barney Experience January 2009 - May 2009
Job Performance Metrics & Reporting Analyst at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard February 2014 - Present
Accenture October 2013 - February 2014
Hewlett-Packard May 2012 - October 2013
University of Texas at Austin January 2011 - May 2013
Shell Oil Company June 2011 - August 2011
Morgan Stanley Smith Barney January 2009 - May 2009
Skills
SQL, T-SQL, Microsoft SQL Server, QlikView, Database Design, ASP, Visual Basic, HTML, Process Flow..., Project Management, Data Flow Documentation, Business Process..., Microsoft Visio, SSIS, Business Analysis, Java, Requirements Gathering, SDLC, Microsoft Excel, ETL, JavaScript, CSS, C#, Agile & Waterfall..., IT Strategy, Statistical Modeling, MySQL, Certified Scrum Master..., Oracle SQL Developer, Business Objects Data..., NonStop SQL, Test Cases, Use Case, User Stories, Trend Forecasting, Business Intelligence..., PL/SQL, PHP, Toad Data Point, Data Science, Big Data
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2013
BBA, Management Information Systems
Hewlett-Packard February 2014 - Present
Accenture October 2013 - February 2014
Hewlett-Packard May 2012 - October 2013
University of Texas at Austin January 2011 - May 2013
Shell Oil Company June 2011 - August 2011
Morgan Stanley Smith Barney January 2009 - May 2009
Skills
SQL, T-SQL, Microsoft SQL Server, QlikView, Database Design, ASP, Visual Basic, HTML, Process Flow..., Project Management, Data Flow Documentation, Business Process..., Microsoft Visio, SSIS, Business Analysis, Java, Requirements Gathering, SDLC, Microsoft Excel, ETL, JavaScript, CSS, C#, Agile & Waterfall..., IT Strategy, Statistical Modeling, MySQL, Certified Scrum Master..., Oracle SQL Developer, Business Objects Data..., NonStop SQL, Test Cases, Use Case, User Stories, Trend Forecasting, Business Intelligence..., PL/SQL, PHP, Toad Data Point, Data Science, Big Data
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2013
BBA, Management Information Systems
Anthony Tinnirella's Morgan Stanley Smith Barney Experience June 2007 - June 2008
Job Stock Plan Analyst at CoStar Group
Industry Real Estate
Experience
CoStar Group September 2011 - Present
CoStar Group July 2009 - September 2011
T. Rowe Price July 2008 - March 2009
Morgan Stanley Smith Barney June 2007 - June 2008
Towson Crackpot Liquor Store June 2006 - June 2008
Towson University December 2006 - February 2007
Skills
Market Research, Marketing, Sales, Data Analysis, Management, Customer Service
Education
Towson University 2003 — 2008
Business Administration; Sports Management, Management, Marketing, Economics, Accounting
CoStar Group September 2011 - Present
CoStar Group July 2009 - September 2011
T. Rowe Price July 2008 - March 2009
Morgan Stanley Smith Barney June 2007 - June 2008
Towson Crackpot Liquor Store June 2006 - June 2008
Towson University December 2006 - February 2007
Skills
Market Research, Marketing, Sales, Data Analysis, Management, Customer Service
Education
Towson University 2003 — 2008
Business Administration; Sports Management, Management, Marketing, Economics, Accounting
Peggy Zarro, CFP®'s Morgan Stanley Smith Barney Experience January 1992 - November 2009
Job Branch Manager at Wells Fargo Advisors Frisco, TX
Industry Financial Services
Experience
Wells Fargo Advisors, LLC. October 2011 - Present
Wells Fargo Advisors, LLC November 2009 - October 2011
Morgan Stanley Smith Barney January 1992 - November 2009
Education
The University of Texas at Austin - Red McCombs School of Business
bba, Marketing, Finance
Wells Fargo Advisors, LLC. October 2011 - Present
Wells Fargo Advisors, LLC November 2009 - October 2011
Morgan Stanley Smith Barney January 1992 - November 2009
Education
The University of Texas at Austin - Red McCombs School of Business
bba, Marketing, Finance
Scott Schoenfeld, CIMA®'s Morgan Stanley Smith Barney Experience August 2012 - January 2014
Job Regional Vice President/External Wholesaler at Voya Investment Management
Industry Financial Services
Experience
Voya Investment Management July 2015 - Present
Ivy Funds January 2014 - July 2015
Morgan Stanley Smith Barney August 2012 - January 2014
Merrill Lynch January 2008 - July 2012
Education
University of Kansas 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
Voya Investment Management July 2015 - Present
Ivy Funds January 2014 - July 2015
Morgan Stanley Smith Barney August 2012 - January 2014
Merrill Lynch January 2008 - July 2012
Education
University of Kansas 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
Eric CdeBaca's Morgan Stanley Smith Barney Experience 2003 - 2006
Job Vice President, Business Development at New Mexico Partnership
Industry
Experience
New Mexico Partnership 2014 - Present
Albuquerque Economic Development 2007 - 2013
Morgan Stanley Smith Barney 2003 - 2006
Education
The University of New Mexico
BBA & MBA
New Mexico Partnership 2014 - Present
Albuquerque Economic Development 2007 - 2013
Morgan Stanley Smith Barney 2003 - 2006
Education
The University of New Mexico
BBA & MBA
Kurt Baus's Morgan Stanley Smith Barney Experience July 2010 - May 2012
Job Senior Application Consultant at Nordic Consulting Partners, Inc.
Industry Information Technology and Services
Experience
Nordic Consulting Partners, Inc June 2012 - Present
Morgan Stanley Smith Barney July 2010 - May 2012
Epic January 2009 - April 2010
Skills
Project Management, Process Improvement, Change Management, Team Leadership, Microsoft Excel, Business Analysis, Epic Systems, Software Documentation, Healthcare, Management
Education
University of Wisconsin-Madison - School of Business 2004 — 2008
Bachelor of Arts (B.A.), Finance, Investment, and Banking
Albert-Ludwigs-Universität Freiburg im Breisgau 2007 — 2007
Semester Course Load, International Business
Nordic Consulting Partners, Inc June 2012 - Present
Morgan Stanley Smith Barney July 2010 - May 2012
Epic January 2009 - April 2010
Skills
Project Management, Process Improvement, Change Management, Team Leadership, Microsoft Excel, Business Analysis, Epic Systems, Software Documentation, Healthcare, Management
Education
University of Wisconsin-Madison - School of Business 2004 — 2008
Bachelor of Arts (B.A.), Finance, Investment, and Banking
Albert-Ludwigs-Universität Freiburg im Breisgau 2007 — 2007
Semester Course Load, International Business
Andrew Prettyman's Morgan Stanley Smith Barney Experience May 2010 - July 2010
Job Fine Dining Server at Christopher Daniels
Industry Government Administration
Experience
Christopher Daniels October 2009 - Present
Morgan Stanley Smith Barney May 2010 - July 2010
Education
Towson University 2005 — 2010
Christopher Daniels October 2009 - Present
Morgan Stanley Smith Barney May 2010 - July 2010
Education
Towson University 2005 — 2010
Christine Bilyk's Morgan Stanley Smith Barney Experience June 2009 - September 2010
Job Trading Operations at Driehaus Capital Management
Industry Investment Management
Experience
Driehaus Capital Management May 2013 - Present
Wells Capital Management April 2011 - April 2013
Austrade July 2010 - June 2011
Morgan Stanley Smith Barney June 2009 - September 2010
Skills
Economics, Stata, Asset Management, Equities, Trading, Bloomberg, FX trading, Investment Strategies, Investments, Portfolio Management, Fixed Income, Mutual Funds, Options, Investment Management...
Education
The University of Chicago Booth School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
Northwestern University 2007 — 2011
BA
University of Sydney 2010 — 2010
Driehaus Capital Management May 2013 - Present
Wells Capital Management April 2011 - April 2013
Austrade July 2010 - June 2011
Morgan Stanley Smith Barney June 2009 - September 2010
Skills
Economics, Stata, Asset Management, Equities, Trading, Bloomberg, FX trading, Investment Strategies, Investments, Portfolio Management, Fixed Income, Mutual Funds, Options, Investment Management...
Education
The University of Chicago Booth School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
Northwestern University 2007 — 2011
BA
University of Sydney 2010 — 2010
Nicholas DiMeo's Morgan Stanley Smith Barney Experience March 2009 - Present
Job Institutional Consulting Associate
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2009 - Present
Skills
Series 7, Alternative Investments
Education
The University of Connecticut School of Business
Bachelor's Degree, Finance, General
Morgan Stanley Smith Barney March 2009 - Present
Skills
Series 7, Alternative Investments
Education
The University of Connecticut School of Business
Bachelor's Degree, Finance, General
Joshua Zemsky's Morgan Stanley Smith Barney Experience January 2012 - May 2012
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 2012 - Present
Morgan Stanley Smith Barney January 2012 - May 2012
Xerox May 2011 - August 2011
Skills
Portfolio Management, Strategic Financial..., Asset Allocation, Wealth Management, Financial Modeling, Securities, Finance, Asset Managment, Personal Finance
Education
The University of Georgia
Northwestern Mutual June 2012 - Present
Morgan Stanley Smith Barney January 2012 - May 2012
Xerox May 2011 - August 2011
Skills
Portfolio Management, Strategic Financial..., Asset Allocation, Wealth Management, Financial Modeling, Securities, Finance, Asset Managment, Personal Finance
Education
The University of Georgia
Chace Henke's Morgan Stanley Smith Barney Experience April 2009 - May 2010
Job Associate at Transwestern
Industry Real Estate
Experience
Transwestern September 2011 - Present
Page Partners August 2010 - September 2011
Morgan Stanley Smith Barney April 2009 - May 2010
Skills
Retail, Brokerage, Real Estate, Financial Analysis, Valuation, Financial Modeling, Location Intelligence, Dispositions, Disposition, Real Estate Development, Real Estate Economics
Education
The University of Texas at Austin - The Red McCombs School of Business
BBA, Finance
Transwestern September 2011 - Present
Page Partners August 2010 - September 2011
Morgan Stanley Smith Barney April 2009 - May 2010
Skills
Retail, Brokerage, Real Estate, Financial Analysis, Valuation, Financial Modeling, Location Intelligence, Dispositions, Disposition, Real Estate Development, Real Estate Economics
Education
The University of Texas at Austin - The Red McCombs School of Business
BBA, Finance
Josh Yifat's Morgan Stanley Smith Barney Experience December 2007 - April 2011
Job COO of The CFO Squad LLC
Industry Financial Services
Experience
The CFO Squad September 2014 - Present
Infinity Augmented Reality, Inc. November 2012 - January 2014
Absolute Life Solutions, Inc. April 2011 - November 2012
Morgan Stanley Smith Barney December 2007 - April 2011
KPMG December 2002 - November 2007
Goldstein Golub Kessler LLP/ American Express Tax and Business Services December 1999 - November 2002
Loeb & Troper October 1997 - November 1999
Abraham D. Greisman, CPA December 1995 - September 1997
Skills
Strategic Financial..., Financial Analysis, Accounting, Financial Modeling, Strategic Planning, Insurance, Financial Reporting, Due Diligence, Entrepreneurship, Budgets, Mergers & Acquisitions, Finance, Corporate Finance, Executive Management, Investments, Internal Controls, Private Equity, Financial Planning
Education
Touro College
Bachelor's Degree, Accounting
The CFO Squad September 2014 - Present
Infinity Augmented Reality, Inc. November 2012 - January 2014
Absolute Life Solutions, Inc. April 2011 - November 2012
Morgan Stanley Smith Barney December 2007 - April 2011
KPMG December 2002 - November 2007
Goldstein Golub Kessler LLP/ American Express Tax and Business Services December 1999 - November 2002
Loeb & Troper October 1997 - November 1999
Abraham D. Greisman, CPA December 1995 - September 1997
Skills
Strategic Financial..., Financial Analysis, Accounting, Financial Modeling, Strategic Planning, Insurance, Financial Reporting, Due Diligence, Entrepreneurship, Budgets, Mergers & Acquisitions, Finance, Corporate Finance, Executive Management, Investments, Internal Controls, Private Equity, Financial Planning
Education
Touro College
Bachelor's Degree, Accounting
Austin Pressley's Morgan Stanley Smith Barney Experience January 2011 - May 2011
Job Student
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2011 - May 2011
Education
Towson University 2007 — 2011
Bachelor's, Finance
Morgan Stanley Smith Barney January 2011 - May 2011
Education
Towson University 2007 — 2011
Bachelor's, Finance
Andrew Irving's Morgan Stanley Smith Barney Experience 2005 - 2005
Job Wholesale Marketing Analyst at Marathon Petroleum Corporation
Industry Oil & Energy
Experience
Marathon Petroleum Corporation September 2014 - Present
Marathon Petroleum Corporation April 2012 - September 2014
Societe Generale Corporate & Investment Banking April 2011 - December 2011
Waterview Advisors 2006 - 2011
Morgan Stanley Smith Barney 2005 - 2005
Self Employed June 2001 - August 2004
Skills
Financial Modeling, Financial Analysis, Valuation, Commodity, Corporate Finance, Investment Banking
Education
The University of New Mexico - Robert O. Anderson School of Management
MBA, Finance
The University of New Mexico
BA, Economics
The University of Texas at Austin
Economics
Marathon Petroleum Corporation September 2014 - Present
Marathon Petroleum Corporation April 2012 - September 2014
Societe Generale Corporate & Investment Banking April 2011 - December 2011
Waterview Advisors 2006 - 2011
Morgan Stanley Smith Barney 2005 - 2005
Self Employed June 2001 - August 2004
Skills
Financial Modeling, Financial Analysis, Valuation, Commodity, Corporate Finance, Investment Banking
Education
The University of New Mexico - Robert O. Anderson School of Management
MBA, Finance
The University of New Mexico
BA, Economics
The University of Texas at Austin
Economics
Claudia Palombo's Morgan Stanley Smith Barney Experience October 2008 - Present
Job Financial Advisor en Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 2008 - Present
UBS International September 2003 - October 2008
HSBC Private Bank September 1998 - September 2003
Education
The University of Texas at Austin 1984 — 1989
Bachelor of Arts, Economics
Morgan Stanley Smith Barney October 2008 - Present
UBS International September 2003 - October 2008
HSBC Private Bank September 1998 - September 2003
Education
The University of Texas at Austin 1984 — 1989
Bachelor of Arts, Economics
Compton, Jim's Morgan Stanley Smith Barney Experience 2005 - 2009
Job First Vice President at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC February 2009 - Present
Morgan Stanley Smith Barney 2005 - 2009
Skills
Series 65, Series 7, Series 63, FINRA, Investment Advisory, Uniform Combined State..., Series 24, Securities, Retirement Planning, Asset Allocation, Wealth Management, Mergers & Acquisitions, Leadership, Strategic Planning, Public Speaking, Customer Service, Investments
Education
The University of Georgia 1965 — 1967
BBA
Page High School
University of Georgia
BBA
Davenport & Company LLC February 2009 - Present
Morgan Stanley Smith Barney 2005 - 2009
Skills
Series 65, Series 7, Series 63, FINRA, Investment Advisory, Uniform Combined State..., Series 24, Securities, Retirement Planning, Asset Allocation, Wealth Management, Mergers & Acquisitions, Leadership, Strategic Planning, Public Speaking, Customer Service, Investments
Education
The University of Georgia 1965 — 1967
BBA
Page High School
University of Georgia
BBA
Saul Levy's Morgan Stanley Smith Barney Experience November 2000 - Present
Job SVP Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 2000 - Present
Education
The University of Georgia 1988 — 1992
Morgan Stanley Smith Barney November 2000 - Present
Education
The University of Georgia 1988 — 1992
Lisa Rucker's Morgan Stanley Smith Barney Experience August 1981 - January 2010
Job Senior Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
The Rucker Wells Group of Wells Fargo Advisors, LLC January 2010 - Present
NAWBO National 2015 - 2015
NAWBO National 2015 - 2015
Morgan Stanley Smith Barney August 1981 - January 2010
Skills
Financial Advisory, Investments, Risk Management, Financial Services, Retirement, Investment Strategies, Asset Allocation, Fixed Income Strategies, 401k Rollovers, Securities Lending, Life Insurance, Annuity Sales, Wealth Preservation..., Multi-generational..., Relationship Management
Education
The University of Memphis 1981 — 1982
University of Tennessee-Knoxville 1980 — 1981
The Rucker Wells Group of Wells Fargo Advisors, LLC January 2010 - Present
NAWBO National 2015 - 2015
NAWBO National 2015 - 2015
Morgan Stanley Smith Barney August 1981 - January 2010
Skills
Financial Advisory, Investments, Risk Management, Financial Services, Retirement, Investment Strategies, Asset Allocation, Fixed Income Strategies, 401k Rollovers, Securities Lending, Life Insurance, Annuity Sales, Wealth Preservation..., Multi-generational..., Relationship Management
Education
The University of Memphis 1981 — 1982
University of Tennessee-Knoxville 1980 — 1981
Cole Proehl's Morgan Stanley Smith Barney Experience January 2010 - May 2012
Job Owner Pine Ridge Properties
Industry Real Estate
Experience
Morgan Stanley Smith Barney January 2010 - May 2012
Education
University of Kansas 1995 — 1999
BS, Business Administration
Morgan Stanley Smith Barney January 2010 - May 2012
Education
University of Kansas 1995 — 1999
BS, Business Administration
Bob Kirby, CFA's Morgan Stanley Smith Barney Experience August 1990 - June 1994
Job Director Corporate Healthcare at Fitch Ratings
Industry Financial Services
Experience
Fitch Ratings June 2004 - Present
Edward Jones June 1998 - June 2004
Morgan Stanley Smith Barney August 1990 - June 1994
Walgreens July 1981 - August 1990
Skills
Structured Finance, Securitization, Fixed Income, Capital Markets, Credit Analysis, Credit Risk, Financial Modeling, Financial Structuring
Education
University of Chicago GSB 1982 — 1989
Master of Business Administration (MBA), Finance, General
University of Illinois at Chicago 1976 — 1981
Bachelor of Science (BS), Pharmacy
Fitch Ratings June 2004 - Present
Edward Jones June 1998 - June 2004
Morgan Stanley Smith Barney August 1990 - June 1994
Walgreens July 1981 - August 1990
Skills
Structured Finance, Securitization, Fixed Income, Capital Markets, Credit Analysis, Credit Risk, Financial Modeling, Financial Structuring
Education
University of Chicago GSB 1982 — 1989
Master of Business Administration (MBA), Finance, General
University of Illinois at Chicago 1976 — 1981
Bachelor of Science (BS), Pharmacy
Elisabeth Bailey's Morgan Stanley Smith Barney Experience May 2006 - Present
Job Registered Regional Specialist Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2006 - Present
Education
The University of Georgia 2001 — 2005
Bachelor of Business Administration (BBA), Economics
Morgan Stanley Smith Barney May 2006 - Present
Education
The University of Georgia 2001 — 2005
Bachelor of Business Administration (BBA), Economics
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.