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
Eric Barber Eric Barber's Morgan Stanley Smith Barney Experience May 2009 - August 2009
Job Practices and Business Development Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors November 2013 - Present
Wells Fargo Advisors September 2012 - November 2013
Elsevier June 2011 - December 2012
Merrill Lynch May 2010 - August 2010
St. Louis Bandits May 2010 - August 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Series 7, Marketing, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Salesforce.com, Marketing Strategy, Marketing Communications, Financial Analysis, Program Management
Education
Tulane University - A.B. Freeman School of Business 2008 — 2012
BSM, Finance and Marketing
ICADE, Universidad Pontificia Comillas 2011 — 2011
International Marketing and International Management
MICDS 2004 — 2008
High School Diploma
Wells Fargo Advisors November 2013 - Present
Wells Fargo Advisors September 2012 - November 2013
Elsevier June 2011 - December 2012
Merrill Lynch May 2010 - August 2010
St. Louis Bandits May 2010 - August 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Series 7, Marketing, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Salesforce.com, Marketing Strategy, Marketing Communications, Financial Analysis, Program Management
Education
Tulane University - A.B. Freeman School of Business 2008 — 2012
BSM, Finance and Marketing
ICADE, Universidad Pontificia Comillas 2011 — 2011
International Marketing and International Management
MICDS 2004 — 2008
High School Diploma
James A. Adams, Jr; CIMA James A. Adams, Jr; CIMA's Morgan Stanley Smith Barney Experience January 2012 - Present
Job Senior Regional Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2012 - Present
Morgan Stanley Smith Barney June 2010 - April 2012
Morgan Stanley Smith Barney 2008 - June 2010
Smithbarney 2006 - 2008
Legg Mason 1997 - 2006
Mercantile Bank 1987 - 1997
Skills
Series 7, Series 63, Wealth Management, Financial Advisory, Foundations, CIMA
Education
University of Baltimore 1993 — 1994
Accounting
Towson University 1981 — 1986
BS, Business Administration/Finance
Morgan Stanley Smith Barney January 2012 - Present
Morgan Stanley Smith Barney June 2010 - April 2012
Morgan Stanley Smith Barney 2008 - June 2010
Smithbarney 2006 - 2008
Legg Mason 1997 - 2006
Mercantile Bank 1987 - 1997
Skills
Series 7, Series 63, Wealth Management, Financial Advisory, Foundations, CIMA
Education
University of Baltimore 1993 — 1994
Accounting
Towson University 1981 — 1986
BS, Business Administration/Finance
Aimee Crocker Aimee Crocker's Morgan Stanley Smith Barney Experience April 2009 - June 2009
Job Operations Manager & Licensed Insurance Agent at Northrim Benefits Group & Enroll Alaska, Individual Division
Industry Banking
Experience
Northrim Benefits Group August 2013 - Present
KeyCorp May 2011 - August 2013
Cook Inlet Soccer Club June 2009 - May 2011
Morgan Stanley Smith Barney April 2009 - June 2009
Dewey's Cook Inlet June 2008 - April 2009
Pacific Sunwear May 1999 - March 2008
Skills
Customer Service, Event Planning, Strategic Planning, Marketing, Public Relations, Microsoft Excel, Team Building, Management, Budgets, Event Management, Retail, Outlook, Microsoft Office, Fundraising, Leadership, Social Media, PowerPoint, Marketing Communications, Inventory Management, Recruiting, Editing, Sales, Non-profits, Program Management, Corporate Communications, Community Outreach, Sponsorship, Volunteer Management, Payroll, Media Relations, Time Management, Training, Project Planning, Social Networking
Education
University of Alaska Anchorage
Bachelor of Business Administration (BBA), Marketing
Universidad Pablo de Olavide 2003 — 2003
Exchange Student, Spanish & Business
Northrim Benefits Group August 2013 - Present
KeyCorp May 2011 - August 2013
Cook Inlet Soccer Club June 2009 - May 2011
Morgan Stanley Smith Barney April 2009 - June 2009
Dewey's Cook Inlet June 2008 - April 2009
Pacific Sunwear May 1999 - March 2008
Skills
Customer Service, Event Planning, Strategic Planning, Marketing, Public Relations, Microsoft Excel, Team Building, Management, Budgets, Event Management, Retail, Outlook, Microsoft Office, Fundraising, Leadership, Social Media, PowerPoint, Marketing Communications, Inventory Management, Recruiting, Editing, Sales, Non-profits, Program Management, Corporate Communications, Community Outreach, Sponsorship, Volunteer Management, Payroll, Media Relations, Time Management, Training, Project Planning, Social Networking
Education
University of Alaska Anchorage
Bachelor of Business Administration (BBA), Marketing
Universidad Pablo de Olavide 2003 — 2003
Exchange Student, Spanish & Business
David Dierking David Dierking's Morgan Stanley Smith Barney Experience January 2011 - May 2011
Job Sr. Associate Account Management at Moody's Investors Service
Industry Financial Services
Experience
Moody's Investors Service April 2014 - Present
Moody's Investors Service February 2012 - April 2014
Gameday Goods May 2011 - August 2011
Morgan Stanley Smith Barney January 2011 - May 2011
Education
Towson University 2007 — 2011
Bachelor of Science, Business Administration Concentration Economics
Moody's Investors Service April 2014 - Present
Moody's Investors Service February 2012 - April 2014
Gameday Goods May 2011 - August 2011
Morgan Stanley Smith Barney January 2011 - May 2011
Education
Towson University 2007 — 2011
Bachelor of Science, Business Administration Concentration Economics
Paul Roa Paul Roa's Morgan Stanley Smith Barney Experience June 2009 - December 2009
Job Real Estate Agent at Coldwell Banker Residential Brokerage, Southlake TX
Industry Financial Services
Experience
Coldwell Banker Residential Brokerage, Southlake TX October 2014 - Present
Chateau Capital Partners LLC June 2012 - Present
FR Capital Investments LLC June 2011 - Present
Self employed October 2010 - June 2011
Student Managed Fund- Trinity Univeristy August 2009 - May 2010
Morgan Stanley Smith Barney June 2009 - December 2009
American Airlines June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Visual Basic, Financial Analysis, Financial Reporting, PowerPoint, Investments, Management, Spanish, Finance, Analysis, Research, Financial Modeling, Social Media, Public Speaking, Data Analysis
Education
Trinity University 2006 — 2010
BS, Finance and Economics
Coldwell Banker Residential Brokerage, Southlake TX October 2014 - Present
Chateau Capital Partners LLC June 2012 - Present
FR Capital Investments LLC June 2011 - Present
Self employed October 2010 - June 2011
Student Managed Fund- Trinity Univeristy August 2009 - May 2010
Morgan Stanley Smith Barney June 2009 - December 2009
American Airlines June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Visual Basic, Financial Analysis, Financial Reporting, PowerPoint, Investments, Management, Spanish, Finance, Analysis, Research, Financial Modeling, Social Media, Public Speaking, Data Analysis
Education
Trinity University 2006 — 2010
BS, Finance and Economics
Baron Rabe's Morgan Stanley Smith Barney Experience December 2009 - December 2010
Job Portfolio Manager at SMITH/Associates
Industry Renewables & Environment
Experience
SMITH/Associates May 2014 - Present
SMITH/Associates July 2013 - April 2014
SMITH/Associates March 2012 - July 2013
Booz Allen Hamilton March 2011 - March 2012
Trinity University August 2010 - May 2011
Morgan Stanley Smith Barney December 2009 - December 2010
D-Tech Pest Control June 2010 - September 2010
Skills
Microsoft Office, Renewable Energy, Project Management, Financial Modeling, Energy, Finance, Analysis, Microsoft Word, Renewable Portfolio..., Renewable Energy Markets, Research, Renewable Energy Policy, Government, Government Documents, PowerPoint, Microsoft Excel, Management Consulting, Financial Analysis, Strategy
Education
Trinity University 2007 — 2011
BS
SMITH/Associates May 2014 - Present
SMITH/Associates July 2013 - April 2014
SMITH/Associates March 2012 - July 2013
Booz Allen Hamilton March 2011 - March 2012
Trinity University August 2010 - May 2011
Morgan Stanley Smith Barney December 2009 - December 2010
D-Tech Pest Control June 2010 - September 2010
Skills
Microsoft Office, Renewable Energy, Project Management, Financial Modeling, Energy, Finance, Analysis, Microsoft Word, Renewable Portfolio..., Renewable Energy Markets, Research, Renewable Energy Policy, Government, Government Documents, PowerPoint, Microsoft Excel, Management Consulting, Financial Analysis, Strategy
Education
Trinity University 2007 — 2011
BS
Maria Segobiano's Morgan Stanley Smith Barney Experience 2011 - January 2012
Job Neurology Sales Specialist
Industry Biotechnology
Experience
Athena Diagnostics, Inc.(A Quest Diagnostics company) June 2015 - Present
Ambry Genetics April 2014 - June 2015
Canon Business Solutions January 2012 - April 2014
Morgan Stanley Smith Barney 2011 - January 2012
Skills
New Business Development, Client Relationship..., Solution Selling, Event Planning, Retail, Leadership, Salesforce.com, Facebook, Marketing, Sales, Social Media Marketing, Social Media, Cold Calling, Customer Service, Account Management, Marketing Communications, Event Management, Social Networking, Hospitality Industry, Press Releases, Sales Management
Education
University Missouri-Columbia 2007 — 2011
Bachelor Business Administration, Marketing
Universitat d'Alacant 2009 — 2009
International Business
Athena Diagnostics, Inc.(A Quest Diagnostics company) June 2015 - Present
Ambry Genetics April 2014 - June 2015
Canon Business Solutions January 2012 - April 2014
Morgan Stanley Smith Barney 2011 - January 2012
Skills
New Business Development, Client Relationship..., Solution Selling, Event Planning, Retail, Leadership, Salesforce.com, Facebook, Marketing, Sales, Social Media Marketing, Social Media, Cold Calling, Customer Service, Account Management, Marketing Communications, Event Management, Social Networking, Hospitality Industry, Press Releases, Sales Management
Education
University Missouri-Columbia 2007 — 2011
Bachelor Business Administration, Marketing
Universitat d'Alacant 2009 — 2009
International Business
Jeffrey Greenwald's Morgan Stanley Smith Barney Experience May 1989 - January 2012
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2012 - Present
Morgan Stanley Smith Barney May 1989 - January 2012
Education
Tulane University 1984 — 1988
Bachelor of Arts (B.A.)
Ameriprise Financial Services, Inc. January 2012 - Present
Morgan Stanley Smith Barney May 1989 - January 2012
Education
Tulane University 1984 — 1988
Bachelor of Arts (B.A.)
Anthony Mariucci Anthony Mariucci's Morgan Stanley Smith Barney Experience June 2011 - October 2013
Job Client Associate at Marine Street Financial
Industry Financial Services
Experience
Marine Street Financial June 2014 - Present
Marine Street Financial October 2013 - May 2014
Morgan Stanley Smith Barney June 2011 - October 2013
Airgain, Inc. May 2011 - February 2013
Skills
Excel, Word, PowerPoint, Microsoft Office, Microsoft Excel, Spanish, Microsoft Word
Education
University of San Diego 2010 — 2014
Finance, Finance, 3.56
Universidad Pontificia Comillas 2012 — 2012
Westside High School 2006 — 2010
Graduated
National Honors Society, Two Sport Athlete
Marine Street Financial June 2014 - Present
Marine Street Financial October 2013 - May 2014
Morgan Stanley Smith Barney June 2011 - October 2013
Airgain, Inc. May 2011 - February 2013
Skills
Excel, Word, PowerPoint, Microsoft Office, Microsoft Excel, Spanish, Microsoft Word
Education
University of San Diego 2010 — 2014
Finance, Finance, 3.56
Universidad Pontificia Comillas 2012 — 2012
Westside High School 2006 — 2010
Graduated
National Honors Society, Two Sport Athlete
Giang Bui Giang Bui's Morgan Stanley Smith Barney Experience June 2012 - August 2012
Job Associate, Global Index & Exchange Traded Products at Intercontinental Exchange | NYSE
Industry Financial Services
Experience
Intercontinental Exchange January 2015 - Present
Intercontinental Exchange July 2013 - January 2015
Morgan Stanley Smith Barney June 2012 - August 2012
KPMG June 2011 - July 2011
ANZ June 2010 - August 2010
Education
Lafayette College 2009 — 2013
Bachelor of Arts (B.A.), Mathematics and Economics; Certificate in Financial Policy and Analysis
Universitat Pompeu Fabra 2011 — 2011
Intercontinental Exchange January 2015 - Present
Intercontinental Exchange July 2013 - January 2015
Morgan Stanley Smith Barney June 2012 - August 2012
KPMG June 2011 - July 2011
ANZ June 2010 - August 2010
Education
Lafayette College 2009 — 2013
Bachelor of Arts (B.A.), Mathematics and Economics; Certificate in Financial Policy and Analysis
Universitat Pompeu Fabra 2011 — 2011
Ingrid Lockhart Ingrid Lockhart's Morgan Stanley Smith Barney Experience September 1986 - December 2009
Job CEO at Retired
Industry Photography
Experience
Retired January 2010 - Present
Leisure December 2009 - Present
At Leisure 2010 - 2013
Morgan Stanley Smith Barney September 1986 - December 2009
Dean Witter Reynolds February 1980 - September 1986
Castle & Cooke, Inc. July 1974 - December 1980
Skills
Retirement, Wealth Management, Estate Planning, Investment Strategies, Series 7, Photography, Digital Photography, Retirement Planning, Photoshop, Investments, Pensions, Employee Benefits, Financial Services, asset allocation, Investment Advisory, Asset Allocation, Mutual Funds, Wealth, Wealth Management..., ETFs, Investment Management, Alternative Investments
Education
Tufts University 1967 — 1971
BA- Magna Cum Laude
Retired January 2010 - Present
Leisure December 2009 - Present
At Leisure 2010 - 2013
Morgan Stanley Smith Barney September 1986 - December 2009
Dean Witter Reynolds February 1980 - September 1986
Castle & Cooke, Inc. July 1974 - December 1980
Skills
Retirement, Wealth Management, Estate Planning, Investment Strategies, Series 7, Photography, Digital Photography, Retirement Planning, Photoshop, Investments, Pensions, Employee Benefits, Financial Services, asset allocation, Investment Advisory, Asset Allocation, Mutual Funds, Wealth, Wealth Management..., ETFs, Investment Management, Alternative Investments
Education
Tufts University 1967 — 1971
BA- Magna Cum Laude
Jason Raphael Jason Raphael's Morgan Stanley Smith Barney Experience August 2009 - May 2010
Job Sourcing Execution Senior Analyst at Accenture
Industry Management Consulting
Experience
Accenture November 2014 - Present
The JGR Group, LLC October 2013 - Present
2point0 Concepts January 2012 - August 2013
GMAC Commercial Mortgage September 2010 - January 2012
Morgan Stanley Smith Barney August 2009 - May 2010
Skills
Procurement, Marketing, Marketing Strategy, Business Development, Financial Analysis, New Business Development, Analysis, Management, Strategic Planning, Social Media Marketing, Account Management, Social Media, Market Research, Investments, Strategic Partnerships, Sales, Strategy, Salesforce.com, Microsoft Office, MS Office Suite, Lead Generation, Access, Loss Analysis, Credit, Project Management, Trade Shows, Agile Web Development, Agile Methodologies, Presentation Development, Advertising Sales, Start-ups, Microsoft Excel, Microsoft Word, Business Strategy, Product Management, Product Marketing, Procure-to-Pay, Client Presentation, People Development
Education
University of Tampa 2006 — 2010
B.S, Finance and International Business
Universitat Autònoma de Barcelona
Accenture November 2014 - Present
The JGR Group, LLC October 2013 - Present
2point0 Concepts January 2012 - August 2013
GMAC Commercial Mortgage September 2010 - January 2012
Morgan Stanley Smith Barney August 2009 - May 2010
Skills
Procurement, Marketing, Marketing Strategy, Business Development, Financial Analysis, New Business Development, Analysis, Management, Strategic Planning, Social Media Marketing, Account Management, Social Media, Market Research, Investments, Strategic Partnerships, Sales, Strategy, Salesforce.com, Microsoft Office, MS Office Suite, Lead Generation, Access, Loss Analysis, Credit, Project Management, Trade Shows, Agile Web Development, Agile Methodologies, Presentation Development, Advertising Sales, Start-ups, Microsoft Excel, Microsoft Word, Business Strategy, Product Management, Product Marketing, Procure-to-Pay, Client Presentation, People Development
Education
University of Tampa 2006 — 2010
B.S, Finance and International Business
Universitat Autònoma de Barcelona
AJ Severino AJ Severino's Morgan Stanley Smith Barney Experience May 2010 - August 2010
Job Race Driver and Business Professional
Industry Sports
Experience
Porsche April 2014 - Present
I would Drive for anyone, "Your Name Here" January 2008 - Present
Scion June 2013 - March 2014
Volkswagen Jetta TDI Cup January 2010 - September 2010
Morgan Stanley Smith Barney May 2010 - August 2010
Avanti Restaurant June 2001 - August 2009
Skills
Marketing, Racing, Automotive, Social Media Marketing, Social Media, Motorsports, Sports, Customer Service, Advertising, Automobile, Social Networking, Sports Marketing, Photography, Digital Photography
Education
Fairleigh Dickinson University 2010 — 2015
Business and Technology, Business and Technology
Universal Technical Institute of Pennsylvania Inc 2012 — 2013
Automotive Technology, Automobile/Automotive Mechanics Technology/Technician
Porsche April 2014 - Present
I would Drive for anyone, "Your Name Here" January 2008 - Present
Scion June 2013 - March 2014
Volkswagen Jetta TDI Cup January 2010 - September 2010
Morgan Stanley Smith Barney May 2010 - August 2010
Avanti Restaurant June 2001 - August 2009
Skills
Marketing, Racing, Automotive, Social Media Marketing, Social Media, Motorsports, Sports, Customer Service, Advertising, Automobile, Social Networking, Sports Marketing, Photography, Digital Photography
Education
Fairleigh Dickinson University 2010 — 2015
Business and Technology, Business and Technology
Universal Technical Institute of Pennsylvania Inc 2012 — 2013
Automotive Technology, Automobile/Automotive Mechanics Technology/Technician
Noah Sanders's Morgan Stanley Smith Barney Experience September 1998 - May 2005
Job Senior VP at American Portfolio Advisors, RIA
Industry Financial Services
Experience
Morgan Stanley Smith Barney September 1998 - May 2005
Schroders August 1993 - September 1998
Watkins Meegan LLC 1991 - 1993
Skills
Investments, Estate Planning, Mutual Funds, Wealth Management, Series 7, Finance, Hedge Funds, Management, Wealth, Portfolio Management, Asset Management, Equities
Education
Tulane University - A.B. Freeman School of Business 1989 — 1993
BS, Finance
Churchill 1987 — 1989
Morgan Stanley Smith Barney September 1998 - May 2005
Schroders August 1993 - September 1998
Watkins Meegan LLC 1991 - 1993
Skills
Investments, Estate Planning, Mutual Funds, Wealth Management, Series 7, Finance, Hedge Funds, Management, Wealth, Portfolio Management, Asset Management, Equities
Education
Tulane University - A.B. Freeman School of Business 1989 — 1993
BS, Finance
Churchill 1987 — 1989
David Silberman David Silberman's Morgan Stanley Smith Barney Experience June 2012 - October 2012
Job Equity Research Summer Associate at UBS
Industry Research
Experience
UBS May 2015 - July 2015
Merrill Lynch June 2014 - August 2014
The Benchmark Company July 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - October 2012
Silberman Stringing Company January 2008 - September 2012
Skills
Time Management, Leadership, PowerPoint, Microsoft Excel, Financial Analysis, Microsoft Word, Financial Modeling, Financial Statement..., Economics, Bloomberg
Education
University of Wisconsin-Madison 2014 — 2016
Master's Degree, Applied Securities Analysis
University of Wisconsin-Madison - School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance, Senior
Bocconi University 2013 — 2013
Tenafly High School 2006 — 2010
Diploma
UBS May 2015 - July 2015
Merrill Lynch June 2014 - August 2014
The Benchmark Company July 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - October 2012
Silberman Stringing Company January 2008 - September 2012
Skills
Time Management, Leadership, PowerPoint, Microsoft Excel, Financial Analysis, Microsoft Word, Financial Modeling, Financial Statement..., Economics, Bloomberg
Education
University of Wisconsin-Madison 2014 — 2016
Master's Degree, Applied Securities Analysis
University of Wisconsin-Madison - School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance, Senior
Bocconi University 2013 — 2013
Tenafly High School 2006 — 2010
Diploma
Eduardo Caban Silva, CIMA's Morgan Stanley Smith Barney Experience October 2001 - June 2003
Job Director Investment Consultant at UBS
Industry Financial Services
Experience
UBS March 2009 - Present
UBS May 2007 - March 2009
Santander Securities February 2006 - May 2007
Santander Securities June 2003 - February 2006
Morgan Stanley Smith Barney October 2001 - June 2003
Skills
Wealth Management, Investment Portfolio, Portfolio Assessment, Fixed Income Analysis, Fixed Income Portfolio..., Bloomberg, Strategic Financial..., Business Analysis, Business Strategy, Project Management, People Skills, Team-oriented
Education
Universidad de Puerto Rico 1998 — 2003
Bachelor of Business Administration (BBA), Finance
Colegio San Ignacio de Loyola 1992 — 1998
UBS March 2009 - Present
UBS May 2007 - March 2009
Santander Securities February 2006 - May 2007
Santander Securities June 2003 - February 2006
Morgan Stanley Smith Barney October 2001 - June 2003
Skills
Wealth Management, Investment Portfolio, Portfolio Assessment, Fixed Income Analysis, Fixed Income Portfolio..., Bloomberg, Strategic Financial..., Business Analysis, Business Strategy, Project Management, People Skills, Team-oriented
Education
Universidad de Puerto Rico 1998 — 2003
Bachelor of Business Administration (BBA), Finance
Colegio San Ignacio de Loyola 1992 — 1998
Rod Brotherton Rod Brotherton's Morgan Stanley Smith Barney Experience 1984 - 2010
Job Kentucky franchise owner at Unishippers
Industry Capital Markets
Experience
Unishippers September 2013 - Present
The Training Associates March 2012 - October 2012
Morgan Stanley Smith Barney 1984 - 2010
Skills
Investment Advisory, Investment Strategies, Investments, Series 7, Portfolio Management, Wealth Management, Strategic Planning, Series 63, Series 65, Securities, Asset Allocation, ETFs, Mutual Funds, Retirement Planning, Financial Advisory, Strategic Financial..., Retirement, Financial Services, IRAs, 401k Rollovers, Roth IRA, Insurance, Life Insurance, Wealth Accumulation, Wealth Preservation..., Asset Management, Investment Management, Risk Management
Education
United States Naval Academy 1969 — 1973
BS
United States Naval Academy 1969 — 1973
Bachelor of Science (BS)
Unishippers September 2013 - Present
The Training Associates March 2012 - October 2012
Morgan Stanley Smith Barney 1984 - 2010
Skills
Investment Advisory, Investment Strategies, Investments, Series 7, Portfolio Management, Wealth Management, Strategic Planning, Series 63, Series 65, Securities, Asset Allocation, ETFs, Mutual Funds, Retirement Planning, Financial Advisory, Strategic Financial..., Retirement, Financial Services, IRAs, 401k Rollovers, Roth IRA, Insurance, Life Insurance, Wealth Accumulation, Wealth Preservation..., Asset Management, Investment Management, Risk Management
Education
United States Naval Academy 1969 — 1973
BS
United States Naval Academy 1969 — 1973
Bachelor of Science (BS)
Marissa (Marissa Jane Greer) Kivett, CFP®'s Morgan Stanley Smith Barney Experience June 2009 - September 2009
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2009 - Present
Morgan Stanley Smith Barney June 2009 - September 2009
Citigroup Smith Barney January 2008 - June 2009
State Street June 2006 - December 2007
Arnold Worldwide 2005 - 2005
Skills
Insurance Planning, Retirement Planning, Investment Planning, Investments, Finance, Mutual Funds, Estate Investment..., Wealth Management, Financial Advisory, Management
Education
University of New Hampshire 2002 — 2006
Bachelor of Arts (B.A.), Psychology
University College London, U. of London 2005 — 2005
Wellesley High School
Wells Fargo Advisors September 2009 - Present
Morgan Stanley Smith Barney June 2009 - September 2009
Citigroup Smith Barney January 2008 - June 2009
State Street June 2006 - December 2007
Arnold Worldwide 2005 - 2005
Skills
Insurance Planning, Retirement Planning, Investment Planning, Investments, Finance, Mutual Funds, Estate Investment..., Wealth Management, Financial Advisory, Management
Education
University of New Hampshire 2002 — 2006
Bachelor of Arts (B.A.), Psychology
University College London, U. of London 2005 — 2005
Wellesley High School
Nima Moghadasi's Morgan Stanley Smith Barney Experience February 2013 - May 2013
Job Network Infrastructure Recruiter at TEKsystems
Industry Marketing and Advertising
Experience
TEKsystems June 2015 - Present
TEKsystems August 2014 - June 2015
Vocus May 2014 - July 2014
Insight Global May 2013 - February 2014
Morgan Stanley Smith Barney February 2013 - May 2013
Ledo Pizza & Pub February 2009 - April 2013
Skills
Marketing, Sales, Time Management, Management, Recruiting, Customer Service, Cold Calling, Microsoft Office, Marketing Strategy, Social Promotion, Social Media Marketing, Social Media, Online Advertising, Public Relations, Press Releases, Salesforce.com, Social Networking, PowerPoint
Education
Towson University 2009 — 2013
"Bachelor of Science", Business, Management, Marketing, and Related Support Services
TEKsystems June 2015 - Present
TEKsystems August 2014 - June 2015
Vocus May 2014 - July 2014
Insight Global May 2013 - February 2014
Morgan Stanley Smith Barney February 2013 - May 2013
Ledo Pizza & Pub February 2009 - April 2013
Skills
Marketing, Sales, Time Management, Management, Recruiting, Customer Service, Cold Calling, Microsoft Office, Marketing Strategy, Social Promotion, Social Media Marketing, Social Media, Online Advertising, Public Relations, Press Releases, Salesforce.com, Social Networking, PowerPoint
Education
Towson University 2009 — 2013
"Bachelor of Science", Business, Management, Marketing, and Related Support Services
Preston Book Preston Book's Morgan Stanley Smith Barney Experience January 2012 - April 2012
Job Intern at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2012 - April 2012
Millers Smorgasbord April 2009 - April 2011
Millers Smorgasbord May 2008 - April 2010
Red Lobster July 2008 - October 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Social Networking, Project Management, Leadership, Public Speaking, Portfolio Management, Investments, Facebook
Education
Towson University 2008 — 2012
Bachelor of Business Administration (BBA), Project Management, Senior
Towson University
Bachelor of Arts, Project Management
Conestoga Valley High School 2004 — 2008
Morgan Stanley Smith Barney January 2012 - April 2012
Millers Smorgasbord April 2009 - April 2011
Millers Smorgasbord May 2008 - April 2010
Red Lobster July 2008 - October 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Social Networking, Project Management, Leadership, Public Speaking, Portfolio Management, Investments, Facebook
Education
Towson University 2008 — 2012
Bachelor of Business Administration (BBA), Project Management, Senior
Towson University
Bachelor of Arts, Project Management
Conestoga Valley High School 2004 — 2008
Linda Stubblefield, CFP, CDFA Linda Stubblefield, CFP, CDFA's Morgan Stanley Smith Barney Experience November 1998 - June 2006
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2012 - Present
Linda Stubblefield Financial Wellness June 1990 - February 2012
Morgan Stanley Smith Barney November 1998 - June 2006
Skills
Employee Benefits, Financial Planning, Financial Management, Branch Management
Education
Troy State University
University of Arkansas at Fayetteville
Ameriprise Financial Services, Inc. February 2012 - Present
Linda Stubblefield Financial Wellness June 1990 - February 2012
Morgan Stanley Smith Barney November 1998 - June 2006
Skills
Employee Benefits, Financial Planning, Financial Management, Branch Management
Education
Troy State University
University of Arkansas at Fayetteville
Steven Lauder Steven Lauder's Morgan Stanley Smith Barney Experience November 2011 - Present
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 2011 - Present
Merrill Lynch January 2004 - November 2011
United States Air Force August 1983 - February 2004
Skills
Retirement Planning, Wealth Management, Series 7, Asset Allocation, Retirement, Saving for Education, Strategic Financial..., Investment Strategies, Mutual Funds, Investments, Financial Advisory, Estate Planning, Alternative Investments, CRPC, 401k Rollovers, Wealth Management...
Education
National University 1990 — 1992
Master of Business Administration (M.B.A.), Business Administration and Management, General
U.S. Air Force Institute of Technology 1983 — 1985
Bachelor of Science (BS), Electrical and Electronics Engineering
Morgan Stanley Smith Barney November 2011 - Present
Merrill Lynch January 2004 - November 2011
United States Air Force August 1983 - February 2004
Skills
Retirement Planning, Wealth Management, Series 7, Asset Allocation, Retirement, Saving for Education, Strategic Financial..., Investment Strategies, Mutual Funds, Investments, Financial Advisory, Estate Planning, Alternative Investments, CRPC, 401k Rollovers, Wealth Management...
Education
National University 1990 — 1992
Master of Business Administration (M.B.A.), Business Administration and Management, General
U.S. Air Force Institute of Technology 1983 — 1985
Bachelor of Science (BS), Electrical and Electronics Engineering
Phoebe Massey Phoebe Massey's Morgan Stanley Smith Barney Experience July 2011 - August 2011
Job Wealth Strategies Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2014 - Present
Merrill Lynch November 2013 - December 2014
Ytterberg Deery Knull LLP May 2012 - June 2012
Morgan Stanley Smith Barney July 2011 - August 2011
Eleni's New York May 2011 - June 2011
M.D. Fox Elementary School January 2010 - May 2010
Skills
Marketing, Editing, Market Research, Microsoft Excel, Microsoft Office, Data Analysis, Web Project Management, Wealth Preservation..., Multi-generational..., HTML, PowerPoint, Legal Research, French
Education
Trinity College-Hartford 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Government, Legal Studies Minor
Trinity-in-Paris 2011 — 2011
Political Science, French Language and Culture
St. John's School 1996 — 2009
High School, Graduate
Merrill Lynch December 2014 - Present
Merrill Lynch November 2013 - December 2014
Ytterberg Deery Knull LLP May 2012 - June 2012
Morgan Stanley Smith Barney July 2011 - August 2011
Eleni's New York May 2011 - June 2011
M.D. Fox Elementary School January 2010 - May 2010
Skills
Marketing, Editing, Market Research, Microsoft Excel, Microsoft Office, Data Analysis, Web Project Management, Wealth Preservation..., Multi-generational..., HTML, PowerPoint, Legal Research, French
Education
Trinity College-Hartford 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Government, Legal Studies Minor
Trinity-in-Paris 2011 — 2011
Political Science, French Language and Culture
St. John's School 1996 — 2009
High School, Graduate
Christy Mooney Christy Mooney's Morgan Stanley Smith Barney Experience March 1995 - June 1995
Job Statistician at Roseburg Forest Products
Industry Paper & Forest Products
Experience
Roseburg Forest Products March 1996 - Present
Umpqua Video April 1991 - March 1996
Morgan Stanley Smith Barney March 1995 - June 1995
Skills
Microsoft Excel, Data Analysis, Microsoft Office, PowerPoint, Inventory Management, Microsoft Word, Process Improvement, Forecasting, Customer Service, Analysis, Event Planning, Budgets, Strategic Planning, Continuous Improvement, Project Planning
Education
Umpqua Community College 2011 — 2013
Associate's degree, Accounting
Umpqua Community College 1994 — 1998
Bachelor of Applied Science (B.A.Sc.), Administrative Assistant and Secretarial Science, General
Eastern Oregon University
Bachelor of Business Administration (BBA), Accounting
Roseburg Forest Products March 1996 - Present
Umpqua Video April 1991 - March 1996
Morgan Stanley Smith Barney March 1995 - June 1995
Skills
Microsoft Excel, Data Analysis, Microsoft Office, PowerPoint, Inventory Management, Microsoft Word, Process Improvement, Forecasting, Customer Service, Analysis, Event Planning, Budgets, Strategic Planning, Continuous Improvement, Project Planning
Education
Umpqua Community College 2011 — 2013
Associate's degree, Accounting
Umpqua Community College 1994 — 1998
Bachelor of Applied Science (B.A.Sc.), Administrative Assistant and Secretarial Science, General
Eastern Oregon University
Bachelor of Business Administration (BBA), Accounting
Brian Hanna Brian Hanna's Morgan Stanley Smith Barney Experience October 2002 - June 2007
Job Vice President, Insurance Services at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein June 2007 - Present
Morgan Stanley Smith Barney October 2002 - June 2007
Bernstein Global Wealth Management August 2000 - October 2002
Education
University of Arizona 1996 — 2000
Bachelor of Science, Finance
University of Florence 1998 — 1998
AllianceBernstein June 2007 - Present
Morgan Stanley Smith Barney October 2002 - June 2007
Bernstein Global Wealth Management August 2000 - October 2002
Education
University of Arizona 1996 — 2000
Bachelor of Science, Finance
University of Florence 1998 — 1998
Kelly Abell DeRose, CPA/PFS, MST Kelly Abell DeRose, CPA/PFS, MST's Morgan Stanley Smith Barney Experience June 2009 - December 2011
Job Tax Manager at Gary R. Bozel & Associates, P.A.
Industry Accounting
Experience
GRB&A November 2012 - Present
Morgan Stanley Smith Barney June 2009 - December 2011
Citigroup Smith Barney June 2005 - May 2009
Legg Mason April 2002 - June 2005
Skills
Wealth Management, Wealth, Asset Allocation, Equities, High Net Worth..., Series 7, Tax, Retirement Planning, Financial Planners, Investment Advisory, Mutual Funds, Estate Planning, Business Valuation, Strategic Financial..., Financial Planning
Education
University of Baltimore School of Law 2006 — 2010
MST, Masters in Taxation
Towson University 1995 — 1999
GRB&A November 2012 - Present
Morgan Stanley Smith Barney June 2009 - December 2011
Citigroup Smith Barney June 2005 - May 2009
Legg Mason April 2002 - June 2005
Skills
Wealth Management, Wealth, Asset Allocation, Equities, High Net Worth..., Series 7, Tax, Retirement Planning, Financial Planners, Investment Advisory, Mutual Funds, Estate Planning, Business Valuation, Strategic Financial..., Financial Planning
Education
University of Baltimore School of Law 2006 — 2010
MST, Masters in Taxation
Towson University 1995 — 1999
Timothy Henry Jr.'s Morgan Stanley Smith Barney Experience March 2006 - April 2008
Job Director, Associate General Counsel at Perkin Industries
Industry Sports
Experience
Advanced Hospice Management March 2015 - Present
Perkin Industries March 2015 - Present
Friedman & Salisbury Sports Management LLC May 2010 - Present
Perkin Industries May 2014 - March 2015
New Orleans Saints May 2013 - March 2015
Burkenroad Reports January 2012 - May 2013
New Orleans Saints May 2011 - May 2013
Orleans Parish District Attorney's Office May 2011 - August 2011
Bloom Legal, LLC May 2010 - August 2010
Morgan Stanley Smith Barney March 2006 - April 2008
Skills
Financial Modeling, Strategy, Corporate Finance, Mergers & Acquisitions, Finance, Business Development, Investments, Management, Legal Writing, Portfolio Management, Intellectual Property, Social Media Marketing, Research, Marketing, Social Media, Event Planning
Education
Tulane University - A.B. Freeman School of Business 2011 — 2013
Master of Business Administration (MBA), Finance, International Business
Tulane University Law School 2009 — 2013
JD, Sports Law Certificate, Business Law
Tulane University - A.B. Freeman School of Business 2002 — 2006
BSM, Double in Finance and Legal Studies in Business
Advanced Hospice Management March 2015 - Present
Perkin Industries March 2015 - Present
Friedman & Salisbury Sports Management LLC May 2010 - Present
Perkin Industries May 2014 - March 2015
New Orleans Saints May 2013 - March 2015
Burkenroad Reports January 2012 - May 2013
New Orleans Saints May 2011 - May 2013
Orleans Parish District Attorney's Office May 2011 - August 2011
Bloom Legal, LLC May 2010 - August 2010
Morgan Stanley Smith Barney March 2006 - April 2008
Skills
Financial Modeling, Strategy, Corporate Finance, Mergers & Acquisitions, Finance, Business Development, Investments, Management, Legal Writing, Portfolio Management, Intellectual Property, Social Media Marketing, Research, Marketing, Social Media, Event Planning
Education
Tulane University - A.B. Freeman School of Business 2011 — 2013
Master of Business Administration (MBA), Finance, International Business
Tulane University Law School 2009 — 2013
JD, Sports Law Certificate, Business Law
Tulane University - A.B. Freeman School of Business 2002 — 2006
BSM, Double in Finance and Legal Studies in Business
Dylan Hattem Dylan Hattem's Morgan Stanley Smith Barney Experience February 2011 - June 2011
Job Account Manager at MediaMath
Industry Marketing and Advertising
Experience
MediaMath July 2013 - Present
MediaMath June 2012 - July 2013
ORION Trading September 2011 - June 2012
Morgan Stanley Smith Barney February 2011 - June 2011
DiMassimo Goldstein (DIGO) June 2010 - August 2010
Skills
Advertising, Marketing, Digital Media, Online Advertising, Digital Marketing, Account Management, Sales
Education
Towson University 2007 — 2011
Bachelor of Science, Business (Marketing Concentration)
MediaMath July 2013 - Present
MediaMath June 2012 - July 2013
ORION Trading September 2011 - June 2012
Morgan Stanley Smith Barney February 2011 - June 2011
DiMassimo Goldstein (DIGO) June 2010 - August 2010
Skills
Advertising, Marketing, Digital Media, Online Advertising, Digital Marketing, Account Management, Sales
Education
Towson University 2007 — 2011
Bachelor of Science, Business (Marketing Concentration)
Alexander Rankin's Morgan Stanley Smith Barney Experience September 2007 - August 2010
Job Leasing Representative, Related Management
Industry Real Estate
Experience
Related Companies March 2015 - Present
Morgan Stanley Wealth Management August 2010 - Present
Morgan Stanley Smith Barney September 2007 - August 2010
Education
Tulane University - A.B. Freeman School of Business 2003 — 2007
Bachelor of Science (BS), Finance
Related Companies March 2015 - Present
Morgan Stanley Wealth Management August 2010 - Present
Morgan Stanley Smith Barney September 2007 - August 2010
Education
Tulane University - A.B. Freeman School of Business 2003 — 2007
Bachelor of Science (BS), Finance
Lee Rosenwasser, CPA Lee Rosenwasser, CPA's Morgan Stanley Smith Barney Experience June 2012 - August 2012
Job Experienced Assurance Associate at PwC
Industry Accounting
Experience
PwC January 2015 - Present
Citrin Cooperman November 2013 - December 2014
Northwestern Mutual June 2012 - August 2012
Morgan Stanley Smith Barney June 2012 - August 2012
WPS - Worldwide Payment Systems January 2012 - May 2012
Skills
Microsoft Excel, Excel, Microsoft Office, Word, Caseware, ProSystem fx Tax, QuickBooks, Accounting, Tax, Financial Reporting
Education
University of Wisconsin-Madison - School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Universidad de Sevilla 2012 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Great Neck North High School 2005 — 2009
PwC January 2015 - Present
Citrin Cooperman November 2013 - December 2014
Northwestern Mutual June 2012 - August 2012
Morgan Stanley Smith Barney June 2012 - August 2012
WPS - Worldwide Payment Systems January 2012 - May 2012
Skills
Microsoft Excel, Excel, Microsoft Office, Word, Caseware, ProSystem fx Tax, QuickBooks, Accounting, Tax, Financial Reporting
Education
University of Wisconsin-Madison - School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Universidad de Sevilla 2012 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Great Neck North High School 2005 — 2009
Jenny Chung Jenny Chung's Morgan Stanley Smith Barney Experience October 2009 - January 2010
Job Business Finance Analyst at Pacific Gas and Electric Company
Industry Utilities
Experience
Pacific Gas and Electric Company January 2015 - Present
Pacific Gas and Electric Company February 2014 - January 2015
YiDA Group June 2013 - August 2013
MIT-Tsinghua September 2011 - July 2013
China Securities Co., Ltd. July 2012 - September 2012
Adecco September 2010 - December 2010
Morgan Stanley Smith Barney October 2009 - January 2010
Pollakov Financial Group June 2009 - October 2009
Abercrombie & Fitch February 2008 - May 2008
Skills
Mandarin, Financial Modeling, Bloomberg, Data Analysis, Microsoft Excel, Microsoft Office, Investments, Financial Analysis, PowerPoint
Education
Tsinghua University 2011 — 2013
IMBA
University of California, San Diego 2007 — 2011
BA
Pacific Gas and Electric Company January 2015 - Present
Pacific Gas and Electric Company February 2014 - January 2015
YiDA Group June 2013 - August 2013
MIT-Tsinghua September 2011 - July 2013
China Securities Co., Ltd. July 2012 - September 2012
Adecco September 2010 - December 2010
Morgan Stanley Smith Barney October 2009 - January 2010
Pollakov Financial Group June 2009 - October 2009
Abercrombie & Fitch February 2008 - May 2008
Skills
Mandarin, Financial Modeling, Bloomberg, Data Analysis, Microsoft Excel, Microsoft Office, Investments, Financial Analysis, PowerPoint
Education
Tsinghua University 2011 — 2013
IMBA
University of California, San Diego 2007 — 2011
BA
LaShawn McConnell's Morgan Stanley Smith Barney Experience November 2009 - August 2010
Job Product Advisor at Microsoft
Industry Retail
Experience
Microsoft August 2014 - Present
Microsoft August 2013 - August 2014
Caribou Coffee October 2012 - May 2013
Victoria's Secret July 2011 - July 2012
GameStop October 2010 - January 2011
Morgan Stanley Smith Barney November 2009 - August 2010
Skills
Video Games, Sales, Training, Gaming, Gaming Industry, Retail, Customer Service, Merchandising, Time Management, Inventory Management, Visual Merchandising, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word
Education
Trinity University-Washington 2010 — 2015
Bachelor of Arts (B.A.), Communication
Trinity University-Washington
Master of Arts (M.A.), Strategic Communication and Public Relations
Microsoft August 2014 - Present
Microsoft August 2013 - August 2014
Caribou Coffee October 2012 - May 2013
Victoria's Secret July 2011 - July 2012
GameStop October 2010 - January 2011
Morgan Stanley Smith Barney November 2009 - August 2010
Skills
Video Games, Sales, Training, Gaming, Gaming Industry, Retail, Customer Service, Merchandising, Time Management, Inventory Management, Visual Merchandising, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word
Education
Trinity University-Washington 2010 — 2015
Bachelor of Arts (B.A.), Communication
Trinity University-Washington
Master of Arts (M.A.), Strategic Communication and Public Relations
Dan Holzrichter Dan Holzrichter's Morgan Stanley Smith Barney Experience March 2001 - February 2011
Job Senior VP, Wealth Management
Industry Financial Services
Experience
Robert W. Baird & Co. February 2011 - Present
Morgan Stanley Smith Barney March 2001 - February 2011
Dain Raucher August 1991 - March 2001
US Marine Corps May 1985 - August 1991
Skills
Retirement Planning, Wealth Management..., Asset Management, Wealth Management, Series 7, Asset Allocation, Series 63, Mutual Funds, Investment Advisory, Estate Planning, Alternative Investments
Education
United States Naval Academy 1981 — 1985
BS, Political Science
North High School
Robert W. Baird & Co. February 2011 - Present
Morgan Stanley Smith Barney March 2001 - February 2011
Dain Raucher August 1991 - March 2001
US Marine Corps May 1985 - August 1991
Skills
Retirement Planning, Wealth Management..., Asset Management, Wealth Management, Series 7, Asset Allocation, Series 63, Mutual Funds, Investment Advisory, Estate Planning, Alternative Investments
Education
United States Naval Academy 1981 — 1985
BS, Political Science
North High School
Will Newman's Morgan Stanley Smith Barney Experience 2006 - 2007
Job Registered Associate
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2013 - Present
SEAL Patrol August 2011 - October 2011
Merrill Lynch 2007 - 2008
Morgan Stanley Smith Barney 2006 - 2007
Harvard University 2006 - 2006
Skills
Finance, Risk Management, Financial Advisory, Investments, Wealth Management..., Financial Modeling, Asset Management, Financial Analysis, Valuation, Asset Allocation, Series 7, Equities, Series 66, Start-ups, 529 Plans, IRAs, ETFs, Entrepreneurship, Separately Managed..., Financial Services, Investment Advisory, Venture Capital, Insurance, Securities, Mutual Funds, Alternative Investments
Education
Trinity College-Hartford
St. Mark's School
Morgan Stanley Wealth Management July 2013 - Present
SEAL Patrol August 2011 - October 2011
Merrill Lynch 2007 - 2008
Morgan Stanley Smith Barney 2006 - 2007
Harvard University 2006 - 2006
Skills
Finance, Risk Management, Financial Advisory, Investments, Wealth Management..., Financial Modeling, Asset Management, Financial Analysis, Valuation, Asset Allocation, Series 7, Equities, Series 66, Start-ups, 529 Plans, IRAs, ETFs, Entrepreneurship, Separately Managed..., Financial Services, Investment Advisory, Venture Capital, Insurance, Securities, Mutual Funds, Alternative Investments
Education
Trinity College-Hartford
St. Mark's School
Katrina Olsen Katrina Olsen's Morgan Stanley Smith Barney Experience June 2007 - August 2007
Job Content Specialist
Industry Marketing and Advertising
Experience
Apple August 2014 - Present
Beats Music December 2013 - Present
Beats Music March 2013 - December 2013
USC Marshall School of Business May 2012 - May 2013
Pose August 2012 - October 2012
WEA May 2012 - August 2012
DIRECTV May 2011 - August 2011
DIRECTV May 2010 - August 2010
Morgan Stanley Smith Barney June 2007 - August 2007
Skills
Market Research, Event Planning, Social Media Marketing, Online Marketing, Competitive Analysis, Photoshop, Marketing, Direct Marketing, Advertising, Social Media, WordPress, Social Networking, Leadership
Education
University of Southern California - Marshall School of Business 2009 — 2013
Bachelor of Science, Business Administration
University of Navarra 2012 — 2012
Business and Economics
Mt. View High School 2005 — 2009
Apple August 2014 - Present
Beats Music December 2013 - Present
Beats Music March 2013 - December 2013
USC Marshall School of Business May 2012 - May 2013
Pose August 2012 - October 2012
WEA May 2012 - August 2012
DIRECTV May 2011 - August 2011
DIRECTV May 2010 - August 2010
Morgan Stanley Smith Barney June 2007 - August 2007
Skills
Market Research, Event Planning, Social Media Marketing, Online Marketing, Competitive Analysis, Photoshop, Marketing, Direct Marketing, Advertising, Social Media, WordPress, Social Networking, Leadership
Education
University of Southern California - Marshall School of Business 2009 — 2013
Bachelor of Science, Business Administration
University of Navarra 2012 — 2012
Business and Economics
Mt. View High School 2005 — 2009
Rob Madden Rob Madden's Morgan Stanley Smith Barney Experience April 1998 - April 2000
Job Regional Vice President Advisor Consultant
Industry Financial Services
Experience
Hartford Funds November 2011 - Present
OppenheimerFunds, Inc June 2007 - July 2011
First Empire Securities November 2003 - June 2007
Associate August 2001 - January 2003
Barings LLC April 2000 - August 2001
Morgan Stanley Smith Barney April 1998 - April 2000
Bear Stearns September 1997 - April 1998
Skills
Fixed Income, Securities, Investments, Trading, Investment Management, Municipal Bonds, Mutual Funds, Portfolio Optimization, Asset Allocation, Alternative Investments, Investment Strategies, Equities, Portfolio Management, Fixed Income Portfolio..., Liquidity Management, High Yield, Series 7, Retirement Planning, Private Label, Leadership, Mortgage Securities
Education
Long Island University at C.W. Post College 1994 — 1997
Bachelor of Science, Business Administration, Finance
Long Island University at C.W. Post College 1994 — 1997
Bachelor of Science, Business Administration, Finance
United States Naval Academy 1993 — 1997
Bachelor, Science Curriculum; Political Science
United States Naval Academy 1993 — 1994
Political Science
Hartford Funds November 2011 - Present
OppenheimerFunds, Inc June 2007 - July 2011
First Empire Securities November 2003 - June 2007
Associate August 2001 - January 2003
Barings LLC April 2000 - August 2001
Morgan Stanley Smith Barney April 1998 - April 2000
Bear Stearns September 1997 - April 1998
Skills
Fixed Income, Securities, Investments, Trading, Investment Management, Municipal Bonds, Mutual Funds, Portfolio Optimization, Asset Allocation, Alternative Investments, Investment Strategies, Equities, Portfolio Management, Fixed Income Portfolio..., Liquidity Management, High Yield, Series 7, Retirement Planning, Private Label, Leadership, Mortgage Securities
Education
Long Island University at C.W. Post College 1994 — 1997
Bachelor of Science, Business Administration, Finance
Long Island University at C.W. Post College 1994 — 1997
Bachelor of Science, Business Administration, Finance
United States Naval Academy 1993 — 1997
Bachelor, Science Curriculum; Political Science
United States Naval Academy 1993 — 1994
Political Science
Brian Prichard's Morgan Stanley Smith Barney Experience December 1998 - July 2012
Job AIF®, Principal at 44 North Financial Partners
Industry Investment Management
Experience
44 North Financial Partners July 2012 - Present
Morgan Stanley Smith Barney December 1998 - July 2012
US Navy May 1993 - November 1998
Skills
Series 7, Series 63, Asset Allocation, Investments, Alternative Investments, Wealth Management, Securities, Mutual Funds, Portfolio Management, Retirement Planning, Investment Advisory, Fixed Income, Hedge Funds, Strategic Financial..., Equities
Education
Tulane University 1989 — 1993
BA, Political Science, Economics
Center for Fiduciary Studies 2013 — 2013
Accredited Investment Fiduciary (AIF®)
44 North Financial Partners July 2012 - Present
Morgan Stanley Smith Barney December 1998 - July 2012
US Navy May 1993 - November 1998
Skills
Series 7, Series 63, Asset Allocation, Investments, Alternative Investments, Wealth Management, Securities, Mutual Funds, Portfolio Management, Retirement Planning, Investment Advisory, Fixed Income, Hedge Funds, Strategic Financial..., Equities
Education
Tulane University 1989 — 1993
BA, Political Science, Economics
Center for Fiduciary Studies 2013 — 2013
Accredited Investment Fiduciary (AIF®)
Jason Bruxvoort Jason Bruxvoort's Morgan Stanley Smith Barney Experience January 2007 - March 2009
Job Financial Adviser at Stepping Stone Financial
Industry Financial Services
Experience
Stepping Stone Financial May 2011 - Present
Cetera Financial Specialists, LLC May 2011 - Present
Cetera Investment Advisers, LLC May 2011 - Present
MetLife March 2009 - May 2011
Morgan Stanley Smith Barney January 2007 - March 2009
Skills
Insurance, Fixed Annuities, Series 7, Uniform Combined State..., Variable Annuities, Life Insurance, Long Term Care Insurance, Financial Analysis, Long-term Care, Life & Health Insurance..., 401k Rollovers, 529 Plans
Education
Trinity Christian College 1995 — 1999
Bachelor of Science, Business Administration
Stepping Stone Financial May 2011 - Present
Cetera Financial Specialists, LLC May 2011 - Present
Cetera Investment Advisers, LLC May 2011 - Present
MetLife March 2009 - May 2011
Morgan Stanley Smith Barney January 2007 - March 2009
Skills
Insurance, Fixed Annuities, Series 7, Uniform Combined State..., Variable Annuities, Life Insurance, Long Term Care Insurance, Financial Analysis, Long-term Care, Life & Health Insurance..., 401k Rollovers, 529 Plans
Education
Trinity Christian College 1995 — 1999
Bachelor of Science, Business Administration
Steven Flewelling Steven Flewelling's Morgan Stanley Smith Barney Experience 1992 - 1994
Job Vice President, ASG Wirehouse Sales at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman February 2012 - Present
Pioneer Investments 2005 - February 2012
Pfizer 1997 - 2005
Morgan Stanley Smith Barney 1992 - 1994
Education
United States Air Force Academy
Neuberger Berman February 2012 - Present
Pioneer Investments 2005 - February 2012
Pfizer 1997 - 2005
Morgan Stanley Smith Barney 1992 - 1994
Education
United States Air Force Academy
Tyler Cooper's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Head of User Acquisition at Betable
Industry Marketing and Advertising
Experience
Betable May 2014 - Present
The Walt Disney Company July 2012 - May 2014
Fiksu January 2011 - June 2012
Patricia G Cobb, P.C. January 2006 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
InstaTrac, Inc. June 2007 - August 2008
Skills
Mobile Marketing, Mobile Strategy, Mobile Applications, Data Analysis, Mobile, Mobile Software, Research, iPhone, Android, Mobile Devices, SEM, Analysis, Start-ups, Analytics, Mobile Advertising, Management, Financial Analysis, Marketing, Strategic Partnerships, Digital Media, Digital Marketing, Online Advertising
Education
Tufts University 2007 — 2011
B.A., Economics
Norwell High School 2004 — 2007
Betable May 2014 - Present
The Walt Disney Company July 2012 - May 2014
Fiksu January 2011 - June 2012
Patricia G Cobb, P.C. January 2006 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
InstaTrac, Inc. June 2007 - August 2008
Skills
Mobile Marketing, Mobile Strategy, Mobile Applications, Data Analysis, Mobile, Mobile Software, Research, iPhone, Android, Mobile Devices, SEM, Analysis, Start-ups, Analytics, Mobile Advertising, Management, Financial Analysis, Marketing, Strategic Partnerships, Digital Media, Digital Marketing, Online Advertising
Education
Tufts University 2007 — 2011
B.A., Economics
Norwell High School 2004 — 2007
Humberto Manuel Salinas Humberto Manuel Salinas's Morgan Stanley Smith Barney Experience June 2007 - May 2011
Job at Vintage Capital Advisors
Industry Capital Markets
Experience
Vintage Capital Advisors, LLC September 2011 - Present
Morgan Stanley Smith Barney June 2007 - May 2011
Citigroup July 2003 - August 2006
Stone & Youngberg LLC December 1999 - August 2003
Skills
Investments, Series 7, Portfolio Management, Fixed Income, Risk Management, Financial Services, Capital Markets, Mutual Funds, Retirement Planning, Trading, Sales Management, Wealth Management, Credit, Alternative Investments, Spanish translation, Italian, Investment Banking, Equities, Asset Managment, Securities, Asset Management, Structured Products, Bloomberg, Derivatives, Financial Markets, Financial Modeling, Global Finance, Financial Analysis, Life & Health Insurance..., Estate Planning, College Savings Plans, Group Insurance, 401k Rollovers, Forex, Fixed Income Analysis, Bond Pricing, Bond Yield Analysis, Sales Process
Education
Universidad del Valle (CO) 1988 — 1992
BS, Finance
Vintage Capital Advisors, LLC September 2011 - Present
Morgan Stanley Smith Barney June 2007 - May 2011
Citigroup July 2003 - August 2006
Stone & Youngberg LLC December 1999 - August 2003
Skills
Investments, Series 7, Portfolio Management, Fixed Income, Risk Management, Financial Services, Capital Markets, Mutual Funds, Retirement Planning, Trading, Sales Management, Wealth Management, Credit, Alternative Investments, Spanish translation, Italian, Investment Banking, Equities, Asset Managment, Securities, Asset Management, Structured Products, Bloomberg, Derivatives, Financial Markets, Financial Modeling, Global Finance, Financial Analysis, Life & Health Insurance..., Estate Planning, College Savings Plans, Group Insurance, 401k Rollovers, Forex, Fixed Income Analysis, Bond Pricing, Bond Yield Analysis, Sales Process
Education
Universidad del Valle (CO) 1988 — 1992
BS, Finance
Henrique Francisco's Morgan Stanley Smith Barney Experience October 2010 - January 2012
Job Managing Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2012 - Present
Morgan Stanley Smith Barney October 2010 - January 2012
Morgan Stanley September 1999 - September 2010
Summa Technologies January 1998 - September 1999
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, General Management and Finance
Universidade Estadual de Campinas 1989 — 1993
BA, Computer Engineering, Computer Science
Morgan Stanley Wealth Management January 2012 - Present
Morgan Stanley Smith Barney October 2010 - January 2012
Morgan Stanley September 1999 - September 2010
Summa Technologies January 1998 - September 1999
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, General Management and Finance
Universidade Estadual de Campinas 1989 — 1993
BA, Computer Engineering, Computer Science
Maya Reda, CFA Maya Reda, CFA's Morgan Stanley Smith Barney Experience June 2009 - January 2011
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2012 - Present
HSBC January 2011 - September 2012
Morgan Stanley Smith Barney June 2009 - January 2011
Citigroup Smith Barney April 2007 - May 2009
Education
University of California, San Diego - School of International Relations and Pacific Studies (IR/PS) 2003 — 2005
Master's degree, International Economics
TIAA-CREF September 2012 - Present
HSBC January 2011 - September 2012
Morgan Stanley Smith Barney June 2009 - January 2011
Citigroup Smith Barney April 2007 - May 2009
Education
University of California, San Diego - School of International Relations and Pacific Studies (IR/PS) 2003 — 2005
Master's degree, International Economics
Michael C Cornacchia Michael C Cornacchia's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 2014 - Present
JPMorgan Chase July 2012 - August 2014
United States Department of Defense June 2010 - May 2012
University of Delaware September 2008 - May 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2012
Bachelor of Science (B.S.), Finance, Legal Studies, Spanish Language, Latin American Studies
Universidad Tecnológica de Panamá 2012 — 2012
Spanish Language and Literature
Universidad Interamericana de Costa Rica 2010 — 2010
Spanish Culture and Language
Scotch Plains - Fanwood High School 2004 — 2008
JPMorgan Chase August 2014 - Present
JPMorgan Chase July 2012 - August 2014
United States Department of Defense June 2010 - May 2012
University of Delaware September 2008 - May 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2012
Bachelor of Science (B.S.), Finance, Legal Studies, Spanish Language, Latin American Studies
Universidad Tecnológica de Panamá 2012 — 2012
Spanish Language and Literature
Universidad Interamericana de Costa Rica 2010 — 2010
Spanish Culture and Language
Scotch Plains - Fanwood High School 2004 — 2008
Susan Weiland, CLTC Susan Weiland, CLTC's Morgan Stanley Smith Barney Experience November 1999 - June 2010
Job LTC Wholesaler National Accounts
Industry Insurance
Experience
Crump Life Insurance Services August 2015 - Present
The Penn Mutual Life Insurance Company July 2014 - August 2015
Virtus Wealth Solutions, An Office of MetLife April 2013 - November 2013
Brian K Adams & Associates August 2010 - January 2012
Morgan Stanley Smith Barney November 1999 - June 2010
Citi Global Wealth Management November 1999 - June 2010
Legg Mason Wood Walker, Inc. November 1999 - June 2010
BISYS Insurance Services January 1997 - January 1999
Prudential - Pruco Securities January 1995 - January 1997
Skills
Insurance, Long-term Care, Disability Insurance, Series 6, CLTC, Product Management, Life Insurance, Financial Services, Retirement, Management, Retirement Planning, Practice Management, FINRA Series 6, Life, Health & Variable...
Education
Towson University 1982 — 1987
Bachelor of Science, Business Administration and Marketing
Crump Life Insurance Services August 2015 - Present
The Penn Mutual Life Insurance Company July 2014 - August 2015
Virtus Wealth Solutions, An Office of MetLife April 2013 - November 2013
Brian K Adams & Associates August 2010 - January 2012
Morgan Stanley Smith Barney November 1999 - June 2010
Citi Global Wealth Management November 1999 - June 2010
Legg Mason Wood Walker, Inc. November 1999 - June 2010
BISYS Insurance Services January 1997 - January 1999
Prudential - Pruco Securities January 1995 - January 1997
Skills
Insurance, Long-term Care, Disability Insurance, Series 6, CLTC, Product Management, Life Insurance, Financial Services, Retirement, Management, Retirement Planning, Practice Management, FINRA Series 6, Life, Health & Variable...
Education
Towson University 1982 — 1987
Bachelor of Science, Business Administration and Marketing
Paul Hatch Paul Hatch's Morgan Stanley Smith Barney Experience June 2012 - April 2013
Job Head Advice and Solutions, Wealth Management America's at UBS
Industry Financial Services
Experience
UBS May 2014 - Present
Augusta Warrior Project January 2014 - Present
Wheelhouse Analytics September 2013 - May 2014
KNUU Investment Solutions April 2013 - May 2014
Morgan Stanley Smith Barney June 2012 - April 2013
Morgan Stanley Wealth Management April 2011 - June 2012
Morgan Stanley Smith Barney January 2010 - April 2011
Morgan Stanley Smith Barney June 2007 - June 2009
Smith Barney 2003 - 2007
Smith Barney December 2003 - December 2004
Skills
Alternative Investments, Asset Management, Equities, Financial Planning, Mutual Funds, Retirement Planning, Life Insurance, Annuity Sales, Asset Allocation, Training, Business Strategy, Strategic Financial..., Asset Managment, Hedge Funds, Portfolio Management, Investments, Estate Planning, Leadership, Investment Strategies, Investment Advisory, Fixed Income, Financial Services, Wealth Management..., Capital Markets, Retirement, Investment Management, Financial Advisory, Wealth Management, Securities, Risk Management, Insurance, Financial Markets, Private Equity, ETFs, Due Diligence, FINRA, Finance, Trading, Series 7, Strategy, Series 24, Series 63, Entrepreneurship, Fixed Annuities, Fund Of Funds, Options, Bonds, Management, Wealth, Funding
Education
United States Naval Academy 1975 — 1979
BS, General Engineering and Political Science
UBS May 2014 - Present
Augusta Warrior Project January 2014 - Present
Wheelhouse Analytics September 2013 - May 2014
KNUU Investment Solutions April 2013 - May 2014
Morgan Stanley Smith Barney June 2012 - April 2013
Morgan Stanley Wealth Management April 2011 - June 2012
Morgan Stanley Smith Barney January 2010 - April 2011
Morgan Stanley Smith Barney June 2007 - June 2009
Smith Barney 2003 - 2007
Smith Barney December 2003 - December 2004
Skills
Alternative Investments, Asset Management, Equities, Financial Planning, Mutual Funds, Retirement Planning, Life Insurance, Annuity Sales, Asset Allocation, Training, Business Strategy, Strategic Financial..., Asset Managment, Hedge Funds, Portfolio Management, Investments, Estate Planning, Leadership, Investment Strategies, Investment Advisory, Fixed Income, Financial Services, Wealth Management..., Capital Markets, Retirement, Investment Management, Financial Advisory, Wealth Management, Securities, Risk Management, Insurance, Financial Markets, Private Equity, ETFs, Due Diligence, FINRA, Finance, Trading, Series 7, Strategy, Series 24, Series 63, Entrepreneurship, Fixed Annuities, Fund Of Funds, Options, Bonds, Management, Wealth, Funding
Education
United States Naval Academy 1975 — 1979
BS, General Engineering and Political Science
Shaker Choudhury's Morgan Stanley Smith Barney Experience April 2001 - August 2001
Job Vice President at GSO Capital Partners
Industry Financial Services
Experience
GSO Capital Partners The Blackstone Group September 2014 - Present
Prosiris Capital Management March 2013 - September 2014
Brencourt Advisors November 2011 - March 2013
Serengeti Asset Management July 2007 - November 2011
CIFG September 2006 - July 2007
Cleary Gottlieb July 2002 - September 2006
Union College January 2001 - June 2002
National Financial Partners November 2001 - January 2002
Morgan Stanley Smith Barney April 2001 - August 2001
Skills
Financing – Prime..., Reporting – Risk..., Treasury Management –..., Documentation – ISDA,..., Compliance – Hedge Fund..., Operations Management –..., Fund Formation and..., Project Management, Cash, Valuation, Fixed Income, Equities, Credit Analysis, Portfolio Management, Trading, Hedge Funds, Financial Modeling, Derivatives, Investments, Structured Finance, FX Options, Financial Analysis, Options, Finance, Equity Derivatives
Education
Union College 1998 — 2002
BS, Double Major, Managerial Economics (Finance), Management Information Systems, Dean’s List and full academic scholarship for entire college tenure
NYU-SCPS 2011 — 2012
Certificate Programs in Credit Analysis and Financial Risk Management
Investment Banking Institute 2007 — 2007
Financial Analyst Trainee
NYSSA
Distressed Debt Investing
Standard & Poor’s - Education Progam
Principles of Structured Finance
Scholastica 1990 — 1996
O-Level and A-Level
GSO Capital Partners The Blackstone Group September 2014 - Present
Prosiris Capital Management March 2013 - September 2014
Brencourt Advisors November 2011 - March 2013
Serengeti Asset Management July 2007 - November 2011
CIFG September 2006 - July 2007
Cleary Gottlieb July 2002 - September 2006
Union College January 2001 - June 2002
National Financial Partners November 2001 - January 2002
Morgan Stanley Smith Barney April 2001 - August 2001
Skills
Financing – Prime..., Reporting – Risk..., Treasury Management –..., Documentation – ISDA,..., Compliance – Hedge Fund..., Operations Management –..., Fund Formation and..., Project Management, Cash, Valuation, Fixed Income, Equities, Credit Analysis, Portfolio Management, Trading, Hedge Funds, Financial Modeling, Derivatives, Investments, Structured Finance, FX Options, Financial Analysis, Options, Finance, Equity Derivatives
Education
Union College 1998 — 2002
BS, Double Major, Managerial Economics (Finance), Management Information Systems, Dean’s List and full academic scholarship for entire college tenure
NYU-SCPS 2011 — 2012
Certificate Programs in Credit Analysis and Financial Risk Management
Investment Banking Institute 2007 — 2007
Financial Analyst Trainee
NYSSA
Distressed Debt Investing
Standard & Poor’s - Education Progam
Principles of Structured Finance
Scholastica 1990 — 1996
O-Level and A-Level
Christopher Parlapiano's Morgan Stanley Smith Barney Experience 2004 - 2006
Job Senior Consultant at SunGard
Industry Financial Services
Experience
SunGard 2015 - Present
BlueMountain Capital Management 2014 - 2015
J.P. Morgan 2011 - 2014
Merrill Lynch 2007 - 2011
Suffolk Group LLC 2006 - 2007
Morgan Stanley Smith Barney 2004 - 2006
Skills
Investments, Investment Banking, Relationship Management, Fixed Income, Global Custody, Finance, Equities, Investment Management, Alternative Investments, Securities, Mutual Funds, Private Equity, Banking, Hedge Funds, Asset Management, Management
Education
Towson University
BA - BUAD
Towson University
BA - COSC
Locust Valley High School
SunGard 2015 - Present
BlueMountain Capital Management 2014 - 2015
J.P. Morgan 2011 - 2014
Merrill Lynch 2007 - 2011
Suffolk Group LLC 2006 - 2007
Morgan Stanley Smith Barney 2004 - 2006
Skills
Investments, Investment Banking, Relationship Management, Fixed Income, Global Custody, Finance, Equities, Investment Management, Alternative Investments, Securities, Mutual Funds, Private Equity, Banking, Hedge Funds, Asset Management, Management
Education
Towson University
BA - BUAD
Towson University
BA - COSC
Locust Valley High School
Robert Oram's Morgan Stanley Smith Barney Experience July 2006 - August 2006
Job Account Executive: IT Infrastructure & Operations Portfolio, Gartner NA Events
Industry Information Technology and Services
Experience
Gartner 2013 - Present
Bloomberg LP 2009 - 2012
Bloomberg LP 2007 - 2009
Morgan Stanley Smith Barney July 2006 - August 2006
Education
Union College 2003 — 2007
Bachelor of Science (BS), Economics, Minor in Spanish
New Canaan High School 1999 — 2003
High School/Secondary Diplomas and Certificates
Gartner 2013 - Present
Bloomberg LP 2009 - 2012
Bloomberg LP 2007 - 2009
Morgan Stanley Smith Barney July 2006 - August 2006
Education
Union College 2003 — 2007
Bachelor of Science (BS), Economics, Minor in Spanish
New Canaan High School 1999 — 2003
High School/Secondary Diplomas and Certificates
Lindsey Wetzel Lindsey Wetzel's Morgan Stanley Smith Barney Experience November 2003 - December 2012
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 2003 - December 2012
Skills
Portfolio Management, Series 63, Trading, Bloomberg, Wealth Management, Capital Markets, Bonds
Education
Dartmouth College 1998 — 2002
Geography/Econ
University of Barcelona 2000 — 2000
Spanish
Morgan Stanley Smith Barney November 2003 - December 2012
Skills
Portfolio Management, Series 63, Trading, Bloomberg, Wealth Management, Capital Markets, Bonds
Education
Dartmouth College 1998 — 2002
Geography/Econ
University of Barcelona 2000 — 2000
Spanish
Chase Richey's Morgan Stanley Smith Barney Experience January 2012 - March 2012
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs April 2015 - Present
Brown Brothers Harriman January 2014 - March 2015
Crimson Hexagon July 2013 - January 2014
Brown Brothers Harriman June 2012 - August 2012
Morgan Stanley Smith Barney January 2012 - March 2012
Skills
Financial Modeling, Analysis, Mutual Funds, Financial Services, Microsoft Excel, Analytics, Financial Analysis, Data Analysis, Accounting, Competitive Analysis, Market Research, Strategy, PowerPoint, Marketing Strategy, Microsoft Office, Microsoft Word, Salesforce.com, SaaS, Social Media, Management, Business Development, Wealth Management, Start-ups
Education
Union College 2009 — 2013
Bachelor of Arts (B.A.), Managerial Economics
Salisbury School 2005 — 2009
Diploma
Goldman Sachs April 2015 - Present
Brown Brothers Harriman January 2014 - March 2015
Crimson Hexagon July 2013 - January 2014
Brown Brothers Harriman June 2012 - August 2012
Morgan Stanley Smith Barney January 2012 - March 2012
Skills
Financial Modeling, Analysis, Mutual Funds, Financial Services, Microsoft Excel, Analytics, Financial Analysis, Data Analysis, Accounting, Competitive Analysis, Market Research, Strategy, PowerPoint, Marketing Strategy, Microsoft Office, Microsoft Word, Salesforce.com, SaaS, Social Media, Management, Business Development, Wealth Management, Start-ups
Education
Union College 2009 — 2013
Bachelor of Arts (B.A.), Managerial Economics
Salisbury School 2005 — 2009
Diploma
Christopher Woo's Morgan Stanley Smith Barney Experience April 2011 - May 2011
Job Associate at Silicon Valley Bank
Industry Banking
Experience
Silicon Valley Bank February 2012 - Present
Morgan Stanley Smith Barney April 2011 - May 2011
Campuscred January 2011 - May 2011
UCLA Athletic Department July 2010 - August 2010
Wasserman Media Group July 2010 - August 2010
W.I. Harper Group June 2009 - July 2009
W.I. Harper Group June 2008 - August 2008
Skills
PowerPoint, Microsoft Excel, Marketing, Data Analysis, Market Research, Microsoft Office, Investments, Research, Training, Financial Analysis, Sales, Basketball, Basketball Coaching
Education
University of California, Davis 2008 — 2011
Bachelor of Arts, Economics
UCLA Anderson School of Management
Sports Marketing and Managment
University of California, Santa Cruz 2007 — 2008
Bachelor of Arts, Bachelor of Arts, Business Management Economics
Silicon Valley Bank February 2012 - Present
Morgan Stanley Smith Barney April 2011 - May 2011
Campuscred January 2011 - May 2011
UCLA Athletic Department July 2010 - August 2010
Wasserman Media Group July 2010 - August 2010
W.I. Harper Group June 2009 - July 2009
W.I. Harper Group June 2008 - August 2008
Skills
PowerPoint, Microsoft Excel, Marketing, Data Analysis, Market Research, Microsoft Office, Investments, Research, Training, Financial Analysis, Sales, Basketball, Basketball Coaching
Education
University of California, Davis 2008 — 2011
Bachelor of Arts, Economics
UCLA Anderson School of Management
Sports Marketing and Managment
University of California, Santa Cruz 2007 — 2008
Bachelor of Arts, Bachelor of Arts, Business Management Economics
Haley Moskow's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Regional Business Manager for the Americas, Eikon Product Management
Industry Financial Services
Experience
Thomson Reuters July 2013 - Present
Goldman Sachs May 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Research, Public Speaking, Social Media, Access, Accounting, Windows, Outlook, Sales, Management
Education
Tulane University - A.B. Freeman School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance
Thomson Reuters July 2013 - Present
Goldman Sachs May 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Research, Public Speaking, Social Media, Access, Accounting, Windows, Outlook, Sales, Management
Education
Tulane University - A.B. Freeman School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance
Odalis C. Zarragoitia Odalis C. Zarragoitia's Morgan Stanley Smith Barney Experience January 1999 - November 2008
Job Sales Associate at J.C. Penney
Industry Retail
Experience
J.C. Penney June 2010 - February 2012
Morgan Stanley Smith Barney January 1999 - November 2008
Morgan Stanley September 1993 - December 1998
Skills
Spanish, Marketing, Customer Service, System Administration, Software Documentation, Coaching
Education
Universidad de Carabobo 1979 — 1981
AS, Business
J.C. Penney June 2010 - February 2012
Morgan Stanley Smith Barney January 1999 - November 2008
Morgan Stanley September 1993 - December 1998
Skills
Spanish, Marketing, Customer Service, System Administration, Software Documentation, Coaching
Education
Universidad de Carabobo 1979 — 1981
AS, Business
Matthew Cenzoprano Matthew Cenzoprano's Morgan Stanley Smith Barney Experience September 2011 - December 2011
Job Operations Manager at BGM Group USA
Industry Hospitality
Experience
BGM Group USA April 2014 - Present
Burger King Corporation June 2013 - March 2014
Burger King Corporation April 2013 - June 2013
Burger King Corporation January 2013 - March 2013
Legends Hospitality at Yankee Stadium June 2011 - January 2013
Morgan Stanley Smith Barney September 2011 - December 2011
Convergent Technologies Design Group, Inc. February 2011 - June 2011
Legends Hospitality June 2010 - August 2010
The Physical Rehabilitation Center April 2006 - June 2010
Jaghab & Jaghab April 2005 - September 2005
Skills
PowerPoint, Word, Microsoft Office, Customer Service, Inventory Management, Microsoft Excel, Microsoft Word, Time Management, Financial Analysis, Marketing, Management, Forecasting, Sales, Outlook, Facebook, Business Development, Research, Training, Leadership, Customer Satisfaction, Budgets, Finance, Marketing Strategy, Event Planning, Hospitality, Operations Management, Event Management
Education
Towson University 2007 — 2011
Bachelor of Arts, Political Science & Economics, Italian
Garden City High School 2003 — 2007
High School Diploma
BGM Group USA April 2014 - Present
Burger King Corporation June 2013 - March 2014
Burger King Corporation April 2013 - June 2013
Burger King Corporation January 2013 - March 2013
Legends Hospitality at Yankee Stadium June 2011 - January 2013
Morgan Stanley Smith Barney September 2011 - December 2011
Convergent Technologies Design Group, Inc. February 2011 - June 2011
Legends Hospitality June 2010 - August 2010
The Physical Rehabilitation Center April 2006 - June 2010
Jaghab & Jaghab April 2005 - September 2005
Skills
PowerPoint, Word, Microsoft Office, Customer Service, Inventory Management, Microsoft Excel, Microsoft Word, Time Management, Financial Analysis, Marketing, Management, Forecasting, Sales, Outlook, Facebook, Business Development, Research, Training, Leadership, Customer Satisfaction, Budgets, Finance, Marketing Strategy, Event Planning, Hospitality, Operations Management, Event Management
Education
Towson University 2007 — 2011
Bachelor of Arts, Political Science & Economics, Italian
Garden City High School 2003 — 2007
High School Diploma
Nicole Punelli's Morgan Stanley Smith Barney Experience 2009 - 2009
Job Sales Ops at SurveyMonkey
Industry Internet
Experience
SurveyMonkey October 2015 - Present
SurveyMonkey October 2013 - Present
Zynga April 2013 - October 2013
Zynga May 2012 - May 2013
ReachLocal October 2010 - May 2012
Semtech 2009 - 2010
Morgan Stanley Smith Barney 2009 - 2009
Skills
Financial Analysis, Finance, Financial Modeling, Forecasting, Financial Reporting, Essbase, Corporate Finance, Analysis, Microsoft Office, Strategic Financial..., Analytics, Competitive Analysis
Education
University of California, Irvine 2006 — 2010
BA, Business Economics
University of Barcelona 2009 — 2009
Abroad program
SurveyMonkey October 2015 - Present
SurveyMonkey October 2013 - Present
Zynga April 2013 - October 2013
Zynga May 2012 - May 2013
ReachLocal October 2010 - May 2012
Semtech 2009 - 2010
Morgan Stanley Smith Barney 2009 - 2009
Skills
Financial Analysis, Finance, Financial Modeling, Forecasting, Financial Reporting, Essbase, Corporate Finance, Analysis, Microsoft Office, Strategic Financial..., Analytics, Competitive Analysis
Education
University of California, Irvine 2006 — 2010
BA, Business Economics
University of Barcelona 2009 — 2009
Abroad program
Milton K Guzman, CWS® Milton K Guzman, CWS®'s Morgan Stanley Smith Barney Experience March 2010 - June 2011
Job Financial Consultant at Advantage Wealth Advisors
Industry Financial Services
Experience
Advantage Wealth Advisors July 2013 - Present
First Allied Securities July 2013 - March 2015
Merrill Lynch July 2011 - May 2013
Morgan Stanley Smith Barney March 2010 - June 2011
Pfizer March 1994 - August 2009
Skills
Portfolio Management, Strategic Planning, Leadership, Finance, Cross-functional Team..., Financial Planning, Strategy, Business Development, Management, Investments, Team Leadership, Team Building
Education
United States Naval Academy 1984 — 1988
BS, Economics
Advantage Wealth Advisors July 2013 - Present
First Allied Securities July 2013 - March 2015
Merrill Lynch July 2011 - May 2013
Morgan Stanley Smith Barney March 2010 - June 2011
Pfizer March 1994 - August 2009
Skills
Portfolio Management, Strategic Planning, Leadership, Finance, Cross-functional Team..., Financial Planning, Strategy, Business Development, Management, Investments, Team Leadership, Team Building
Education
United States Naval Academy 1984 — 1988
BS, Economics
Katie Wheeler's Morgan Stanley Smith Barney Experience May 2010 - March 2012
Job Sales Associate at Imperial Capital
Industry Investment Banking
Experience
Imperial Capital, LLC March 2012 - Present
Morgan Stanley Smith Barney May 2010 - March 2012
Northwestern Mutual Financial Network May 2009 - April 2010
The Davis Phinney Foundation January 2009 - May 2009
Lifetouch National School Studios September 2004 - August 2005
Skills
Financial Planning, Series 7, Customer Relations, Retirement Planning, Investments, Entrepreneurial..., Insurance Planning, Series 63, FINRA Series 6, Term Life Insurance, Whole Life, Strategic Financial..., Finance, Disability Insurance, Series 6, Long-term Care, Equities, Financial Analysis, Fixed Annuities, Marketing, Sales, Microsoft Excel, Social Media, Entrepreneurship
Education
University of Colorado at Boulder - Leeds School of Business 2005 — 2009
B.S., Finance & Entrepreneurship
Universitat Pompeu Fabra 2008 — 2008
Study Abroad, International Business & Art History
Imperial Capital, LLC March 2012 - Present
Morgan Stanley Smith Barney May 2010 - March 2012
Northwestern Mutual Financial Network May 2009 - April 2010
The Davis Phinney Foundation January 2009 - May 2009
Lifetouch National School Studios September 2004 - August 2005
Skills
Financial Planning, Series 7, Customer Relations, Retirement Planning, Investments, Entrepreneurial..., Insurance Planning, Series 63, FINRA Series 6, Term Life Insurance, Whole Life, Strategic Financial..., Finance, Disability Insurance, Series 6, Long-term Care, Equities, Financial Analysis, Fixed Annuities, Marketing, Sales, Microsoft Excel, Social Media, Entrepreneurship
Education
University of Colorado at Boulder - Leeds School of Business 2005 — 2009
B.S., Finance & Entrepreneurship
Universitat Pompeu Fabra 2008 — 2008
Study Abroad, International Business & Art History
Gregory Banasz Gregory Banasz's Morgan Stanley Smith Barney Experience November 2005 - November 2012
Job Managing Director Founding Partner at Steward Partners Global Advisory
Industry Financial Services
Experience
Steward Partners Global Advisory June 2015 - Present
Steward Partners Holdings January 2014 - Present
Morgan Stanley November 2012 - December 2013
Morgan Stanley Smith Barney November 2005 - November 2012
Legg Mason January 2000 - November 2005
Legg Mason November 1992 - January 2000
Skills
Wealth Management, Strategy, Investments, Financial Advisory, Management, Mutual Funds, Financial Analysis, Retirement Planning, Portfolio Management, Series 65, Asset Allocation, Team Consultant
Education
Towson University 1988 — 1992
BS, Finance and Accounting
Towson University 1986 — 1991
Bachelor's degree, Accounting and Finance
Steward Partners Global Advisory June 2015 - Present
Steward Partners Holdings January 2014 - Present
Morgan Stanley November 2012 - December 2013
Morgan Stanley Smith Barney November 2005 - November 2012
Legg Mason January 2000 - November 2005
Legg Mason November 1992 - January 2000
Skills
Wealth Management, Strategy, Investments, Financial Advisory, Management, Mutual Funds, Financial Analysis, Retirement Planning, Portfolio Management, Series 65, Asset Allocation, Team Consultant
Education
Towson University 1988 — 1992
BS, Finance and Accounting
Towson University 1986 — 1991
Bachelor's degree, Accounting and Finance
Philip G. Palumbo Philip G. Palumbo's Morgan Stanley Smith Barney Experience January 2005 - September 2010
Job Senior Portfolio ManagerSenior Vice President at UBS
Industry Financial Services
Experience
UBS Financial Services Inc. September 2010 - Present
Morgan Stanley Smith Barney January 2005 - September 2010
Merrill Lynch March 2000 - June 2005
Skills
Alternative Investments, Asset Allocation, Asset Management, Equities, Fixed Income, Investment Advisory, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Sales, Securities, Series 63, Series 7, Strategic Planning, Wealth Management
Education
Towson University 1995 — 1999
BA, Finance
UBS Financial Services Inc. September 2010 - Present
Morgan Stanley Smith Barney January 2005 - September 2010
Merrill Lynch March 2000 - June 2005
Skills
Alternative Investments, Asset Allocation, Asset Management, Equities, Fixed Income, Investment Advisory, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Sales, Securities, Series 63, Series 7, Strategic Planning, Wealth Management
Education
Towson University 1995 — 1999
BA, Finance
Todd Beati, CRPC Todd Beati, CRPC's Morgan Stanley Smith Barney Experience January 2008 - May 2010
Job Financial Advisor at Balance Wealth Advisors Franchise of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Balance Wealth Advisors - Franchise of Ameriprise Financial Services, Inc. May 2015 - Present
CCO Investments February 2013 - February 2015
Merrill Lynch May 2010 - November 2012
Morgan Stanley Smith Barney January 2008 - May 2010
Beati Associates January 1997 - January 2008
Skills
Retirement Planning, Series 7, Wealth Management, Investment Advisory, Asset Allocation, Series 63, 401k Rollovers, Mutual Funds, Retirement, Investments, Series 65, Strategic Financial..., Investment Strategies, IRAs, Alternative Investments, Financial Advisory, Estate Planning, Fixed Annuities, Securities, Financial Planning, Finance
Education
Trinity College-Hartford 1979 — 1983
Bachelor of Science (BS), Biology
Lowell High School 1976 — 1979
Balance Wealth Advisors - Franchise of Ameriprise Financial Services, Inc. May 2015 - Present
CCO Investments February 2013 - February 2015
Merrill Lynch May 2010 - November 2012
Morgan Stanley Smith Barney January 2008 - May 2010
Beati Associates January 1997 - January 2008
Skills
Retirement Planning, Series 7, Wealth Management, Investment Advisory, Asset Allocation, Series 63, 401k Rollovers, Mutual Funds, Retirement, Investments, Series 65, Strategic Financial..., Investment Strategies, IRAs, Alternative Investments, Financial Advisory, Estate Planning, Fixed Annuities, Securities, Financial Planning, Finance
Education
Trinity College-Hartford 1979 — 1983
Bachelor of Science (BS), Biology
Lowell High School 1976 — 1979
Jesse Shapiro's Morgan Stanley Smith Barney Experience June 2008 - August 2008
Job MBA Candidate UCLA Anderson Class of 2017
Industry Marketing and Advertising
Experience
Overdrive Interactive August 2014 - July 2015
Overdrive Interactive April 2013 - August 2014
Overdrive Interactive August 2012 - April 2013
Back Bay Life Science Advisors April 2010 - August 2012
Argopoint LLC February 2010 - April 2010
Stand for Children October 2009 - March 2010
Westfield Capital Management November 2008 - December 2008
Morgan Stanley Smith Barney June 2008 - August 2008
HNTB June 2007 - August 2007
Skills
Analytics, Market Research, Strategy, Data Analysis, Online Marketing, Google Adwords, PPC, Management Consulting, Competitive Analysis, Marketing Strategy, Search Advertising, Corporate Development, Financial Modeling, Market Analysis, Consumer Insight, Quantitative Research, Quantitative Analytics, Competitive Intelligence, Online Advertising, Web Analytics, SEM, Analysis, Strategic Consulting, Due Diligence, Financial Analysis, Kenshoo, Qualitative Research, Digital Marketing, Strategic Thinking, Strategic Planning, Professional Mentoring, Business Strategy
Education
UCLA Anderson School of Management 2015 — 2017
Master of Business Administration (MBA)
Tufts University 2005 — 2009
B.S in Engineering (concentration in Civil); minors in Economics and Entrepreneurial Leadership
Overdrive Interactive August 2014 - July 2015
Overdrive Interactive April 2013 - August 2014
Overdrive Interactive August 2012 - April 2013
Back Bay Life Science Advisors April 2010 - August 2012
Argopoint LLC February 2010 - April 2010
Stand for Children October 2009 - March 2010
Westfield Capital Management November 2008 - December 2008
Morgan Stanley Smith Barney June 2008 - August 2008
HNTB June 2007 - August 2007
Skills
Analytics, Market Research, Strategy, Data Analysis, Online Marketing, Google Adwords, PPC, Management Consulting, Competitive Analysis, Marketing Strategy, Search Advertising, Corporate Development, Financial Modeling, Market Analysis, Consumer Insight, Quantitative Research, Quantitative Analytics, Competitive Intelligence, Online Advertising, Web Analytics, SEM, Analysis, Strategic Consulting, Due Diligence, Financial Analysis, Kenshoo, Qualitative Research, Digital Marketing, Strategic Thinking, Strategic Planning, Professional Mentoring, Business Strategy
Education
UCLA Anderson School of Management 2015 — 2017
Master of Business Administration (MBA)
Tufts University 2005 — 2009
B.S in Engineering (concentration in Civil); minors in Economics and Entrepreneurial Leadership
Benjamin Quattrone's Morgan Stanley Smith Barney Experience September 2009 - December 2009
Job Experienced Associate at PricewaterhouseCoopers
Industry Management Consulting
Experience
PwC October 2014 - Present
KPMG September 2012 - October 2014
CSC October 2011 - September 2012
PNC Financial Services May 2010 - June 2011
Morgan Stanley Smith Barney September 2009 - December 2009
Legg Mason January 2008 - August 2008
Specialized Marketing International June 2006 - July 2007
Skills
Financial Reporting, Financial Analysis, Analysis, Auditing, Microsoft Excel, Management, Finance, Access, Excel, Accounting, Risk Management, Spreadsheets, Economics, Due Diligence, Data Analysis, Research, Microsoft Word, Microsoft Office, Customer Service, PowerPoint, Budgets, Training, Accounts Receivable, Forecasting, Project Management
Education
Texas A&M University-Commerce 2012 — 2013
Master of Business Administration (MBA), Management
Towson University 2005 — 2009
Bachelor of Science, Business Administration; Finance
Severna Park High School
General
PwC October 2014 - Present
KPMG September 2012 - October 2014
CSC October 2011 - September 2012
PNC Financial Services May 2010 - June 2011
Morgan Stanley Smith Barney September 2009 - December 2009
Legg Mason January 2008 - August 2008
Specialized Marketing International June 2006 - July 2007
Skills
Financial Reporting, Financial Analysis, Analysis, Auditing, Microsoft Excel, Management, Finance, Access, Excel, Accounting, Risk Management, Spreadsheets, Economics, Due Diligence, Data Analysis, Research, Microsoft Word, Microsoft Office, Customer Service, PowerPoint, Budgets, Training, Accounts Receivable, Forecasting, Project Management
Education
Texas A&M University-Commerce 2012 — 2013
Master of Business Administration (MBA), Management
Towson University 2005 — 2009
Bachelor of Science, Business Administration; Finance
Severna Park High School
General
Pamela Pouncy Pamela Pouncy's Morgan Stanley Smith Barney Experience December 2004 - May 2011
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Investment Management
Experience
Wells Fargo Advisors May 2015 - Present
BB&T January 2013 - June 2015
Morgan Stanley Smith Barney December 2004 - May 2011
Compass Brokerage 1996 - 2004
Troy University 1993 - 1996
State of Alabama 1991 - 1993
Merrill Lynch 1981 - 1991
Education
Troy University 1993 — 1996
BS, Business Management
Wells Fargo Advisors May 2015 - Present
BB&T January 2013 - June 2015
Morgan Stanley Smith Barney December 2004 - May 2011
Compass Brokerage 1996 - 2004
Troy University 1993 - 1996
State of Alabama 1991 - 1993
Merrill Lynch 1981 - 1991
Education
Troy University 1993 — 1996
BS, Business Management
Daria Bunch-Greensfelder's Morgan Stanley Smith Barney Experience January 2006 - Present
Job Registered Client Service Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2006 - Present
Education
Towson University
Bachelor's Degree, Finance, General
Morgan Stanley Smith Barney January 2006 - Present
Education
Towson University
Bachelor's Degree, Finance, General
Stephanie Langford Stephanie Langford's Morgan Stanley Smith Barney Experience January 2009 - Present
Job Executive Assistant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2009 - Present
Citi Smith Barney January 2005 - December 2008
Legg Mason July 2003 - December 2005
Legg Mason October 1999 - July 2003
Skills
Spreadsheets, Expenses, Outlook, Calendars, Travel Arrangements, Administrative..., Financial Services, Concur
Education
Towson University
BS, Early Childhood Education
Morgan Stanley Smith Barney January 2009 - Present
Citi Smith Barney January 2005 - December 2008
Legg Mason July 2003 - December 2005
Legg Mason October 1999 - July 2003
Skills
Spreadsheets, Expenses, Outlook, Calendars, Travel Arrangements, Administrative..., Financial Services, Concur
Education
Towson University
BS, Early Childhood Education
Harold Rhee's Morgan Stanley Smith Barney Experience December 2010 - September 2011
Job Regional Planning Consultant at Fidelity Investments
Industry Financial Services
Experience
Studiomouth February 2015 - Present
Fidelity Investments April 2013 - Present
Morgan Stanley Wealth Management September 2011 - April 2013
Morgan Stanley Smith Barney December 2010 - September 2011
Morgan Stanley Smith Barney October 2007 - December 2010
Steelcase 1993 - 1994
Skills
Series 7, Series 63, Series 65, Series 9, Series 10, Series 3, Wealth Management, Podcasting, Adobe Audition
Education
Yale University 1989 — 1993
BA
Union Theological Seminary 1995 — 1998
Master of Divinity
Studiomouth February 2015 - Present
Fidelity Investments April 2013 - Present
Morgan Stanley Wealth Management September 2011 - April 2013
Morgan Stanley Smith Barney December 2010 - September 2011
Morgan Stanley Smith Barney October 2007 - December 2010
Steelcase 1993 - 1994
Skills
Series 7, Series 63, Series 65, Series 9, Series 10, Series 3, Wealth Management, Podcasting, Adobe Audition
Education
Yale University 1989 — 1993
BA
Union Theological Seminary 1995 — 1998
Master of Divinity
Emilie Gitlitz's Morgan Stanley Smith Barney Experience August 2010 - April 2011
Job Business Development and Investor Relations Analyst at FLAG Capital Management, LLC
Industry Financial Services
Experience
Aberdeen Asset Management May 2015 - Present
Bain Capital November 2011 - May 2015
Morgan Stanley Smith Barney August 2010 - April 2011
Merrill Lynch June 2009 - August 2009
Skills
Bloomberg Terminal, PowerPoint, Excel, VBA, Stata, Financial Analysis, CRM software, SWOT analysis, Competitive Analysis, Pivot Tables, Process Improvement, Research, Group Presentations, Sales Presentations, Equity Research, Portfolio Management, Corporate Finance, Microsoft Excel, CRM
Education
Babson College - Franklin W. Olin Graduate School of Business 2014 — 2017
Master of Business Administration (MBA)
Tulane University - A.B. Freeman School of Business 2010 — 2011
Master, Finance
Elon University, Love School of Business 2006 — 2010
Bachelor of Science, Business Administration; Finance
Aberdeen Asset Management May 2015 - Present
Bain Capital November 2011 - May 2015
Morgan Stanley Smith Barney August 2010 - April 2011
Merrill Lynch June 2009 - August 2009
Skills
Bloomberg Terminal, PowerPoint, Excel, VBA, Stata, Financial Analysis, CRM software, SWOT analysis, Competitive Analysis, Pivot Tables, Process Improvement, Research, Group Presentations, Sales Presentations, Equity Research, Portfolio Management, Corporate Finance, Microsoft Excel, CRM
Education
Babson College - Franklin W. Olin Graduate School of Business 2014 — 2017
Master of Business Administration (MBA)
Tulane University - A.B. Freeman School of Business 2010 — 2011
Master, Finance
Elon University, Love School of Business 2006 — 2010
Bachelor of Science, Business Administration; Finance
Brandon Younessi's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Consultant at Anaplan
Industry Management Consulting
Experience
Anaplan July 2014 - Present
TAMID Israel Investment Group July 2014 - Present
TAMID Israel Investment Group 2010 - May 2014
Graphiq Inc. May 2013 - August 2013
ShinDig April 2011 - December 2012
Bootcamp Ventures June 2012 - August 2012
ZIMPERIUM June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Rose, Snyder & Jacobs June 2011 - August 2011
Camp Ramah in California June 2010 - August 2010
Skills
Start-ups, Entrepreneurship, Hebrew, Financial Analysis, Social Networking, Strategy, Spanish, Microsoft Excel, Social Media, Analytics, Chinese, PowerPoint, Farsi, Microsoft Word, Market Research, Analysis, Research, Investments, Competitive Analysis, Microsoft PowerPoint, HTML 5, CSS3
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2014
Bachelor of Science (BS), Business Administration
Universidad Antonio de Nebrija 2012 — 2013
Study Abroad, Business Administration
Milken Community High School 2006 — 2010
Diploma
Anaplan July 2014 - Present
TAMID Israel Investment Group July 2014 - Present
TAMID Israel Investment Group 2010 - May 2014
Graphiq Inc. May 2013 - August 2013
ShinDig April 2011 - December 2012
Bootcamp Ventures June 2012 - August 2012
ZIMPERIUM June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Rose, Snyder & Jacobs June 2011 - August 2011
Camp Ramah in California June 2010 - August 2010
Skills
Start-ups, Entrepreneurship, Hebrew, Financial Analysis, Social Networking, Strategy, Spanish, Microsoft Excel, Social Media, Analytics, Chinese, PowerPoint, Farsi, Microsoft Word, Market Research, Analysis, Research, Investments, Competitive Analysis, Microsoft PowerPoint, HTML 5, CSS3
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2014
Bachelor of Science (BS), Business Administration
Universidad Antonio de Nebrija 2012 — 2013
Study Abroad, Business Administration
Milken Community High School 2006 — 2010
Diploma
Edward (Teddy) Callahan's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Brand Associate at Minibar Delivery
Industry Marketing and Advertising
Experience
Minibar Delivery May 2015 - Present
Minibar Delivery December 2013 - Present
Razorfish June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Skills
Digital Marketing, Facebook, Social Media, Event Planning, Photoshop, Digital Photography, Market Research, Competitive Analysis, Mac OS, Microsoft Office, Creative Strategy, Short Films, Digital Media, Social Networking
Education
Trinity College-Hartford 2009 — 2013
Bachelor of Arts (B.A.), American Studies
Trinity College in Paris
Semester Abroad
Minibar Delivery May 2015 - Present
Minibar Delivery December 2013 - Present
Razorfish June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Skills
Digital Marketing, Facebook, Social Media, Event Planning, Photoshop, Digital Photography, Market Research, Competitive Analysis, Mac OS, Microsoft Office, Creative Strategy, Short Films, Digital Media, Social Networking
Education
Trinity College-Hartford 2009 — 2013
Bachelor of Arts (B.A.), American Studies
Trinity College in Paris
Semester Abroad
Brendan Goffinet Brendan Goffinet's Morgan Stanley Smith Barney Experience June 2009 - January 2013
Job Managing Director at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch April 2015 - Present
Morgan Stanley Wealth Management January 2013 - May 2014
Morgan Stanley Smith Barney June 2009 - January 2013
Morgan Stanley 1998 - 2009
Hambros Bank 1996 - 1998
Hill Samuel Bank 1994 - 1996
Skills
Wealth Management, Fixed Income, Capital Markets, Emerging Markets, Equities, Trading, Derivatives, Bonds, Loan Origination, Private Placements, Investment Banking, Securities, Private Equity, Hedge Funds, Financial Structuring, Series 7, Series 63, Loans, Structured Products, Origination, Latin America, Fixed Income Trading
Education
UCL 1991 — 1994
BSc (Econ) Hons, Economics, Geography
Repton School 1986 — 1991
Merrill Lynch April 2015 - Present
Morgan Stanley Wealth Management January 2013 - May 2014
Morgan Stanley Smith Barney June 2009 - January 2013
Morgan Stanley 1998 - 2009
Hambros Bank 1996 - 1998
Hill Samuel Bank 1994 - 1996
Skills
Wealth Management, Fixed Income, Capital Markets, Emerging Markets, Equities, Trading, Derivatives, Bonds, Loan Origination, Private Placements, Investment Banking, Securities, Private Equity, Hedge Funds, Financial Structuring, Series 7, Series 63, Loans, Structured Products, Origination, Latin America, Fixed Income Trading
Education
UCL 1991 — 1994
BSc (Econ) Hons, Economics, Geography
Repton School 1986 — 1991
Brent Cohen's Morgan Stanley Smith Barney Experience April 2011 - June 2012
Job Inside Sales Manager at OnDeck
Industry Financial Services
Experience
OnDeck April 2014 - Present
OnDeck June 2012 - April 2014
Morgan Stanley Smith Barney April 2011 - June 2012
Skills
Loans, Credit Analysis, Sales, Credit, Small Business Lending, Equities, Fixed Income, Series 7, Financial Modeling, Financial Analysis, Salesforce.com, Training, Financing Alternatives, Finance, Bloomberg, Capital Markets, Financial Services, Hedge Funds, Business Analysis, Commercial Lending, Sales Management, Marketing Strategy
Education
Tulane University - A.B. Freeman School of Business 2004 — 2008
BSM, Finance
OnDeck April 2014 - Present
OnDeck June 2012 - April 2014
Morgan Stanley Smith Barney April 2011 - June 2012
Skills
Loans, Credit Analysis, Sales, Credit, Small Business Lending, Equities, Fixed Income, Series 7, Financial Modeling, Financial Analysis, Salesforce.com, Training, Financing Alternatives, Finance, Bloomberg, Capital Markets, Financial Services, Hedge Funds, Business Analysis, Commercial Lending, Sales Management, Marketing Strategy
Education
Tulane University - A.B. Freeman School of Business 2004 — 2008
BSM, Finance
Nick Natoli Nick Natoli's Morgan Stanley Smith Barney Experience January 2011 - May 2011
Job Medical Device Sales Representative at Biomet MidAtlantic
Industry Sports
Experience
Biomet Mid-Atlantic March 2014 - Present
Boston Red Sox June 2011 - November 2013
Morgan Stanley Smith Barney January 2011 - May 2011
Skills
Microsoft Excel, Sports, Facebook, Social Media, Event Planning, Event Management, Sports Marketing, Sales, Social Media Marketing, Marketing, Social Networking, PowerPoint, Public Speaking, Customer Service, Public Relations, Microsoft Office, Microsoft Word, Training, Outlook, Time Management
Education
Towson University 2006 — 2011
Bachelors in Business, Finance Concentration
Towson University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Biomet Mid-Atlantic March 2014 - Present
Boston Red Sox June 2011 - November 2013
Morgan Stanley Smith Barney January 2011 - May 2011
Skills
Microsoft Excel, Sports, Facebook, Social Media, Event Planning, Event Management, Sports Marketing, Sales, Social Media Marketing, Marketing, Social Networking, PowerPoint, Public Speaking, Customer Service, Public Relations, Microsoft Office, Microsoft Word, Training, Outlook, Time Management
Education
Towson University 2006 — 2011
Bachelors in Business, Finance Concentration
Towson University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Herman Brito Jr. Herman Brito Jr.'s Morgan Stanley Smith Barney Experience May 2010 - August 2010
Job Assistant Vice President at Marsh
Industry Insurance
Experience
Marsh September 2012 - Present
Trinity College June 2011 - May 2012
Trinity College August 2009 - May 2012
Arthur J. Gallagher May 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - August 2010
Commonwealth of Massachusetts May 2010 - August 2010
Skills
Research, PowerPoint, Bilingual-Spanish, Insurance, Microsoft Office, Policy, Microsoft Excel, Community Outreach, Public Speaking, Microsoft Word, Editing, Customer Service, Public Policy, Teamwork, Outlook, Mac OS X, Teaching, Marine Insurance, Insurance Brokerage, Global Client Management, Spanish
Education
Trinity College-Hartford 2008 — 2012
Bachelors, Public Policy & Law
Wayland High School 2004 — 2008
High School Dipoma
Marsh September 2012 - Present
Trinity College June 2011 - May 2012
Trinity College August 2009 - May 2012
Arthur J. Gallagher May 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - August 2010
Commonwealth of Massachusetts May 2010 - August 2010
Skills
Research, PowerPoint, Bilingual-Spanish, Insurance, Microsoft Office, Policy, Microsoft Excel, Community Outreach, Public Speaking, Microsoft Word, Editing, Customer Service, Public Policy, Teamwork, Outlook, Mac OS X, Teaching, Marine Insurance, Insurance Brokerage, Global Client Management, Spanish
Education
Trinity College-Hartford 2008 — 2012
Bachelors, Public Policy & Law
Wayland High School 2004 — 2008
High School Dipoma
Jill Maiolfi's Morgan Stanley Smith Barney Experience July 2009 - January 2010
Job Customer Success Manager at WalkMe™
Industry Financial Services
Experience
WalkMe™ May 2015 - Present
Meltwater Group June 2012 - April 2015
Meltwater Group August 2010 - June 2012
University of San Francisco February 2010 - August 2010
Morgan Stanley Smith Barney July 2009 - January 2010
HealthCare Recruiters January 2009 - August 2009
Morgan Stanley January 2008 - August 2008
Skills
Spanish, Research, PowerPoint, Microsoft Excel, Microsoft Office, Marketing, Business Development, Microsoft Word, Market Research, Outlook, Sales, Social Networking, Public Speaking, Event Planning, Strategic Planning, Customer Service, Data Analysis, Social Media, Social Media Marketing, Public Relations
Education
University of San Francisco 2006 — 2010
BS, International Business
Universitat de Barcelona 2008 — 2008
International Business and Spanish
WalkMe™ May 2015 - Present
Meltwater Group June 2012 - April 2015
Meltwater Group August 2010 - June 2012
University of San Francisco February 2010 - August 2010
Morgan Stanley Smith Barney July 2009 - January 2010
HealthCare Recruiters January 2009 - August 2009
Morgan Stanley January 2008 - August 2008
Skills
Spanish, Research, PowerPoint, Microsoft Excel, Microsoft Office, Marketing, Business Development, Microsoft Word, Market Research, Outlook, Sales, Social Networking, Public Speaking, Event Planning, Strategic Planning, Customer Service, Data Analysis, Social Media, Social Media Marketing, Public Relations
Education
University of San Francisco 2006 — 2010
BS, International Business
Universitat de Barcelona 2008 — 2008
International Business and Spanish
William Mennesson's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Commercial Lending Professional Bank of the Cascades
Industry Banking
Experience
Bank of the Cascades July 2015 - Present
Bank of the Cascades April 2015 - July 2015
Bank of the Cascades January 2015 - April 2015
KeyBank December 2012 - May 2014
KeyBank May 2010 - December 2012
Morgan Stanley Smith Barney June 2009 - August 2009
GFP Enterprises June 2005 - August 2006
Skills
Credit, Portfolio Management, Credit Analysis, Commercial Lending, Loan Origination, Customer Service, Commercial Banking, Small Business Lending, Loans
Education
University of Oregon 2006 — 2010
Bachelor of Arts, Business Administration and Spanish
Universidad de Sevilla 2008 — 2008
Study Abroad Program, International Business, Spanish
Moody's Training 2011 — 2012
Commercial Lending Underwriter's Education., Credit Management
Bank of the Cascades July 2015 - Present
Bank of the Cascades April 2015 - July 2015
Bank of the Cascades January 2015 - April 2015
KeyBank December 2012 - May 2014
KeyBank May 2010 - December 2012
Morgan Stanley Smith Barney June 2009 - August 2009
GFP Enterprises June 2005 - August 2006
Skills
Credit, Portfolio Management, Credit Analysis, Commercial Lending, Loan Origination, Customer Service, Commercial Banking, Small Business Lending, Loans
Education
University of Oregon 2006 — 2010
Bachelor of Arts, Business Administration and Spanish
Universidad de Sevilla 2008 — 2008
Study Abroad Program, International Business, Spanish
Moody's Training 2011 — 2012
Commercial Lending Underwriter's Education., Credit Management
Craig Kolwicz's Morgan Stanley Smith Barney Experience May 2009 - September 2009
Job Associate at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company June 2015 - Present
UBS Investment Bank January 2014 - May 2015
UBS Investment Bank September 2011 - December 2013
Burkenroad Reports May 2010 - May 2011
Burkenroad Reports January 2010 - May 2010
Johnson Rice & Company September 2009 - April 2010
UBS Investment Bank 2010 - 2010
Morgan Stanley Smith Barney May 2009 - September 2009
Education
Tulane University - A.B. Freeman School of Business
Finance
Moelis & Company June 2015 - Present
UBS Investment Bank January 2014 - May 2015
UBS Investment Bank September 2011 - December 2013
Burkenroad Reports May 2010 - May 2011
Burkenroad Reports January 2010 - May 2010
Johnson Rice & Company September 2009 - April 2010
UBS Investment Bank 2010 - 2010
Morgan Stanley Smith Barney May 2009 - September 2009
Education
Tulane University - A.B. Freeman School of Business
Finance
Christina Pou Christina Pou's Morgan Stanley Smith Barney Experience September 2011 - December 2011
Job Account Executive at Aura Eco Packaging
Industry Food & Beverages
Experience
Aura Eco Packaging March 2014 - Present
ISE Labs August 2013 - March 2014
ISE Labs October 2012 - August 2013
Morgan Stanley Smith Barney September 2011 - December 2011
Skills
Microsoft Office, Manufacturing, Mandarin, Microsoft Word, Chinese, Microsoft Excel, PowerPoint, Illustrator, Photoshop, Adobe Illustrator, Semiconductors, Product Development, Adobe Photoshop, Facebook, Social Networking, Research, Mac, Data Analysis, Food Packaging, Biodegradation, Project Management, Financial Reporting, Streamlining Operations, Management, Packaging Engineering, Retail Packaging, Leadership, Sales, Customer Service
Education
University of California, Davis 2009 — 2012
Bachelor of Arts (B.A.), Economics and Communication
Università degli Studi di Firenze 2010 — 2010
University of California Abroad Program, Comparative Literature
Aura Eco Packaging March 2014 - Present
ISE Labs August 2013 - March 2014
ISE Labs October 2012 - August 2013
Morgan Stanley Smith Barney September 2011 - December 2011
Skills
Microsoft Office, Manufacturing, Mandarin, Microsoft Word, Chinese, Microsoft Excel, PowerPoint, Illustrator, Photoshop, Adobe Illustrator, Semiconductors, Product Development, Adobe Photoshop, Facebook, Social Networking, Research, Mac, Data Analysis, Food Packaging, Biodegradation, Project Management, Financial Reporting, Streamlining Operations, Management, Packaging Engineering, Retail Packaging, Leadership, Sales, Customer Service
Education
University of California, Davis 2009 — 2012
Bachelor of Arts (B.A.), Economics and Communication
Università degli Studi di Firenze 2010 — 2010
University of California Abroad Program, Comparative Literature
Christina Biernat Christina Biernat's Morgan Stanley Smith Barney Experience May 2009 - September 2009
Job Corporate Account Manager at Adaptive Insights
Industry Computer Software
Experience
Adaptive Insights July 2015 - Present
Adaptive Insights October 2014 - July 2015
Adaptive Insights March 2013 - July 2015
University of San Diego International Center September 2011 - May 2012
Yelp.com June 2011 - October 2011
Morgan Stanley Smith Barney May 2009 - September 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Event Planning, Public Speaking, Spanish, Social Media, Time Management, Outlook, Data Entry, Photoshop, Illustrator, InDesign, Facebook, Social Networking, Social Media Marketing, Marketing, Event Management, Management, Coaching, Business Development, Salesforce.com
Education
University of San Diego 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
ESCI School of International Business Barcelona Spain 2010 — 2010
Study Aborad, International Business, Junior Year (15th Grade)
Universitat Pompeu Fabra 2010 — 2010
Study Abroad, Spanish Language and Literature, Junior Year (15th Grade)
Fundacion Jose Ortega y Gasset 2009 — 2009
Study Abroad, Spanish & Information Technology Management, Summer 2009
Adaptive Insights July 2015 - Present
Adaptive Insights October 2014 - July 2015
Adaptive Insights March 2013 - July 2015
University of San Diego International Center September 2011 - May 2012
Yelp.com June 2011 - October 2011
Morgan Stanley Smith Barney May 2009 - September 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Event Planning, Public Speaking, Spanish, Social Media, Time Management, Outlook, Data Entry, Photoshop, Illustrator, InDesign, Facebook, Social Networking, Social Media Marketing, Marketing, Event Management, Management, Coaching, Business Development, Salesforce.com
Education
University of San Diego 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
ESCI School of International Business Barcelona Spain 2010 — 2010
Study Aborad, International Business, Junior Year (15th Grade)
Universitat Pompeu Fabra 2010 — 2010
Study Abroad, Spanish Language and Literature, Junior Year (15th Grade)
Fundacion Jose Ortega y Gasset 2009 — 2009
Study Abroad, Spanish & Information Technology Management, Summer 2009
Jeff Green Jeff Green's Morgan Stanley Smith Barney Experience January 2004 - March 2010
Job Sr. Program Manager at TIAACREF
Industry Internet
Experience
ConnectItAll Consulting November 2010 - Present
LearnVest, Inc. (Acquired by Northwestern Mutual) February 2012 - November 2013
Nerve.Com/Nerve Media (Acquired by HowAboutWe) February 2011 - August 2011
Friendfactor March 2010 - November 2010
Morgan Stanley Smith Barney January 2004 - March 2010
Citigroup January 2004 - March 2010
Warner Research / Future Boston August 2001 - September 2003
Akamai Technologies May 2000 - May 2001
Skills
Cross-functional Team..., Strategy, Analytics, Product Management, Agile Methodologies, Product Development, Market Research, Start-ups, Software Project..., Agile Project Management, Project Management, IT Strategy, Innovation, Contract Negotiation, Mobile Applications, Product Design, Entrepreneurship, Vendor Management, Requirements Analysis, Vendor Relations, Agile, User Stories, Product Life Cycle..., Business Analysis, Start-up Operations, Hiring, Atlassian JIRA, Pivotal Tracker, Mobile Product..., iOS, iPad, iPhone, JIRA
Education
Founder Institute 2010 — 2010
Entrepreneurship
Trinity College-Hartford 1997 — 2001
BA, Philosophy and Computer Science
Concord Academy 1994 — 1997
High School
ConnectItAll Consulting November 2010 - Present
LearnVest, Inc. (Acquired by Northwestern Mutual) February 2012 - November 2013
Nerve.Com/Nerve Media (Acquired by HowAboutWe) February 2011 - August 2011
Friendfactor March 2010 - November 2010
Morgan Stanley Smith Barney January 2004 - March 2010
Citigroup January 2004 - March 2010
Warner Research / Future Boston August 2001 - September 2003
Akamai Technologies May 2000 - May 2001
Skills
Cross-functional Team..., Strategy, Analytics, Product Management, Agile Methodologies, Product Development, Market Research, Start-ups, Software Project..., Agile Project Management, Project Management, IT Strategy, Innovation, Contract Negotiation, Mobile Applications, Product Design, Entrepreneurship, Vendor Management, Requirements Analysis, Vendor Relations, Agile, User Stories, Product Life Cycle..., Business Analysis, Start-up Operations, Hiring, Atlassian JIRA, Pivotal Tracker, Mobile Product..., iOS, iPad, iPhone, JIRA
Education
Founder Institute 2010 — 2010
Entrepreneurship
Trinity College-Hartford 1997 — 2001
BA, Philosophy and Computer Science
Concord Academy 1994 — 1997
High School
Kary Brownlee, CFP® Kary Brownlee, CFP®'s Morgan Stanley Smith Barney Experience April 2002 - June 2012
Job President and Financial Advisor at Freedom Wealth Partners, Inc
Industry Financial Services
Experience
Freedom Wealth Partners, Inc June 2012 - Present
Morgan Stanley Smith Barney April 2002 - June 2012
Boston Consulting Group August 2001 - April 2002
US Navy May 1993 - August 1999
Skills
Investment Management, Financial Modeling, Portfolio Management, Financial Analysis, Business Strategy, Strategy, Certified Financial..., Management Consulting, Strategic Planning, Cross-functional Team...
Education
Georgia Institute of Technology - Georgia Tech College of Management 1999 — 2001
MBA
United States Naval Academy 1989 — 1993
BS, Aerospace Engineering
Sprayberry High School
Freedom Wealth Partners, Inc June 2012 - Present
Morgan Stanley Smith Barney April 2002 - June 2012
Boston Consulting Group August 2001 - April 2002
US Navy May 1993 - August 1999
Skills
Investment Management, Financial Modeling, Portfolio Management, Financial Analysis, Business Strategy, Strategy, Certified Financial..., Management Consulting, Strategic Planning, Cross-functional Team...
Education
Georgia Institute of Technology - Georgia Tech College of Management 1999 — 2001
MBA
United States Naval Academy 1989 — 1993
BS, Aerospace Engineering
Sprayberry High School
David Chodosch's Morgan Stanley Smith Barney Experience 1998 - November 2008
Job Senior Vice President Investments
Industry Financial Services
Experience
UBS November 2008 - Present
Morgan Stanley Smith Barney 1998 - November 2008
Merrill Lynch January 1995 - 1998
Education
Union College 1990 — 1994
Bachelor of Arts (B.A.), History
UBS November 2008 - Present
Morgan Stanley Smith Barney 1998 - November 2008
Merrill Lynch January 1995 - 1998
Education
Union College 1990 — 1994
Bachelor of Arts (B.A.), History
Laura Sergio Laura Sergio's Morgan Stanley Smith Barney Experience November 2007 - November 2010
Job Customer Escalations Specialist at Google
Industry Internet
Experience
Google August 2014 - Present
Google November 2010 - August 2014
Morgan Stanley Smith Barney November 2007 - November 2010
Woodbury Financial Services July 2006 - November 2007
McEvoy Ranch June 2003 - August 2005
Skills
Client Services, Online Advertising, Employee Training, CRM, Strategy, Project Management, Web Analytics, Advertising, Online Marketing, Social Media Marketing, Mobile Advertising, Account Management, DoubleClick, PPC, Training, Mobile Marketing, Microsoft Office, Social Networking, Data Analysis
Education
University of California, Berkeley 2002 — 2006
B.A. Economics and B.A, Italian Studies
Università Commerciale 'Luigi Bocconi' 2005 — 2005
Google August 2014 - Present
Google November 2010 - August 2014
Morgan Stanley Smith Barney November 2007 - November 2010
Woodbury Financial Services July 2006 - November 2007
McEvoy Ranch June 2003 - August 2005
Skills
Client Services, Online Advertising, Employee Training, CRM, Strategy, Project Management, Web Analytics, Advertising, Online Marketing, Social Media Marketing, Mobile Advertising, Account Management, DoubleClick, PPC, Training, Mobile Marketing, Microsoft Office, Social Networking, Data Analysis
Education
University of California, Berkeley 2002 — 2006
B.A. Economics and B.A, Italian Studies
Università Commerciale 'Luigi Bocconi' 2005 — 2005
Dominick Sciola's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job Investment Banking Associate
Industry Capital Markets
Experience
ACT Capital Advisors August 2015 - Present
Hartung Glass Industries February 2015 - Present
Avanade March 2014 - January 2015
D.A. Davidson & Co. May 2012 - October 2013
Hartung Glass Industries January 2012 - April 2012
Zachary Scott June 2011 - August 2011
Hartung Glass Industries June 2011 - August 2011
Hartung Glass Industries June 2010 - August 2010
Morgan Stanley Smith Barney June 2010 - August 2010
Hartung Glass Industries June 2009 - August 2009
Skills
Investment Banking, Accounting, Training, Investments, Market Research, Strategy, Due Diligence, Mergers & Acquisitions, Microsoft Office, Corporate Finance, Microsoft Excel, Financial Analysis, Customer Service, Private Equity, Microsoft Word, Finance, Marketing
Education
University of San Diego 2007 — 2011
Bachelor of Business Administration (BBA), Double Major in Accounting and Finance
Bellevue Christian School
Bellevue Christian School
Dale Carnegie Training
Graduate of the Dale Carnegie Communications & Human Relations Immersion Program
O'Dea
Università Commerciale 'Luigi Bocconi'
Università Commerciale 'Luigi Bocconi'
ACT Capital Advisors August 2015 - Present
Hartung Glass Industries February 2015 - Present
Avanade March 2014 - January 2015
D.A. Davidson & Co. May 2012 - October 2013
Hartung Glass Industries January 2012 - April 2012
Zachary Scott June 2011 - August 2011
Hartung Glass Industries June 2011 - August 2011
Hartung Glass Industries June 2010 - August 2010
Morgan Stanley Smith Barney June 2010 - August 2010
Hartung Glass Industries June 2009 - August 2009
Skills
Investment Banking, Accounting, Training, Investments, Market Research, Strategy, Due Diligence, Mergers & Acquisitions, Microsoft Office, Corporate Finance, Microsoft Excel, Financial Analysis, Customer Service, Private Equity, Microsoft Word, Finance, Marketing
Education
University of San Diego 2007 — 2011
Bachelor of Business Administration (BBA), Double Major in Accounting and Finance
Bellevue Christian School
Bellevue Christian School
Dale Carnegie Training
Graduate of the Dale Carnegie Communications & Human Relations Immersion Program
O'Dea
Università Commerciale 'Luigi Bocconi'
Università Commerciale 'Luigi Bocconi'
Tyler Burke Tyler Burke's Morgan Stanley Smith Barney Experience June 2011 - September 2011
Job Senior Analyst at RCBG
Industry Management Consulting
Experience
RCBG February 2015 - Present
RCBG February 2013 - February 2015
Mount Yale Capital Group May 2012 - February 2013
Morgan Stanley Smith Barney June 2011 - September 2011
TnT Group June 2010 - September 2010
Skills
Financial Analysis, Investments, Finance, Mergers & Acquisitions, Microsoft Excel, PowerPoint, Venture Capital, Microsoft Word, Market Research, Strategy, Equity Research, Microsoft Publisher, Strategic Consulting, Management Consulting, Competitive Analysis, Business Development, Go-to-market Strategy, Big Data, Leadership, Public Speaking, Telecommunications, Business Strategy, Microsoft Office, Competitive Intelligence, Internet of Things, Home Automation, Financial Modeling, Due Diligence, Research, Consulting
Education
University of Denver - Daniels College of Business
Bachelor of Business Administration (BBA), Economics
Universidad Internacional Menéndez Pelayo
RCBG February 2015 - Present
RCBG February 2013 - February 2015
Mount Yale Capital Group May 2012 - February 2013
Morgan Stanley Smith Barney June 2011 - September 2011
TnT Group June 2010 - September 2010
Skills
Financial Analysis, Investments, Finance, Mergers & Acquisitions, Microsoft Excel, PowerPoint, Venture Capital, Microsoft Word, Market Research, Strategy, Equity Research, Microsoft Publisher, Strategic Consulting, Management Consulting, Competitive Analysis, Business Development, Go-to-market Strategy, Big Data, Leadership, Public Speaking, Telecommunications, Business Strategy, Microsoft Office, Competitive Intelligence, Internet of Things, Home Automation, Financial Modeling, Due Diligence, Research, Consulting
Education
University of Denver - Daniels College of Business
Bachelor of Business Administration (BBA), Economics
Universidad Internacional Menéndez Pelayo
Jackie Pirozzi Jackie Pirozzi's Morgan Stanley Smith Barney Experience May 2008 - August 2008
Job Senior Account Executive at Virtuoso Healthcare Communications
Industry Pharmaceuticals
Experience
Virtuoso Healthcare Communications November 2014 - Present
Virtuoso Healthcare Communications September 2012 - November 2014
Virtuoso Healthcare Communications January 2012 - September 2012
Virtuoso Healthcare Communications August 2011 - January 2012
Alzheimer's Drug Discovery Foundation September 2010 - July 2011
Ameriprise Financial August 2009 - December 2009
Morgan Stanley Smith Barney May 2008 - August 2008
Andco, LLC January 2006 - January 2008
Skills
Proposal Writing, Public Relations, Event Planning, Budgets, Business Development, Team Leadership, New Business Development, Customer Service, Program Management, Time Management, Leadership, Account Management, Microsoft Word, Microsoft Office
Education
Towson University 2006 — 2010
Bachleor of Science, Business administration, Finance
Walt Whitman 2002 — 2006
Virtuoso Healthcare Communications November 2014 - Present
Virtuoso Healthcare Communications September 2012 - November 2014
Virtuoso Healthcare Communications January 2012 - September 2012
Virtuoso Healthcare Communications August 2011 - January 2012
Alzheimer's Drug Discovery Foundation September 2010 - July 2011
Ameriprise Financial August 2009 - December 2009
Morgan Stanley Smith Barney May 2008 - August 2008
Andco, LLC January 2006 - January 2008
Skills
Proposal Writing, Public Relations, Event Planning, Budgets, Business Development, Team Leadership, New Business Development, Customer Service, Program Management, Time Management, Leadership, Account Management, Microsoft Word, Microsoft Office
Education
Towson University 2006 — 2010
Bachleor of Science, Business administration, Finance
Walt Whitman 2002 — 2006
Clare Sheridan (Clare@homeworksolutions.net) Clare Sheridan (Clare@homeworksolutions.net)'s Morgan Stanley Smith Barney Experience January 2010 - December 2011
Job Marketing & Business Development, Payroll Services
Industry Accounting
Experience
HomeWork Solutions Inc. May 2012 - Present
Morgan Stanley Smith Barney January 2010 - December 2011
Asia Mezzanine Capital Partners January 2004 - December 2008
Morgan Stanley January 1993 - December 1994
Morgan Stanley January 1981 - December 1989
Skills
Accounting, Tax, Marketing Strategy, Marketing Management, Marketing Communications, Market Research, Brand Management, Strategy
Education
Yale School of Management 1979 — 1981
Master of Business Administration (MBA), Business Administration and Management, General
Tufts University 1970 — 1975
Bachelor of Arts (BA), English Language and Literature, General
HomeWork Solutions Inc. May 2012 - Present
Morgan Stanley Smith Barney January 2010 - December 2011
Asia Mezzanine Capital Partners January 2004 - December 2008
Morgan Stanley January 1993 - December 1994
Morgan Stanley January 1981 - December 1989
Skills
Accounting, Tax, Marketing Strategy, Marketing Management, Marketing Communications, Market Research, Brand Management, Strategy
Education
Yale School of Management 1979 — 1981
Master of Business Administration (MBA), Business Administration and Management, General
Tufts University 1970 — 1975
Bachelor of Arts (BA), English Language and Literature, General
Ned Byrd Ned Byrd's Morgan Stanley Smith Barney Experience May 2011 - August 2011
Job Product Specialist at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments November 2013 - Present
Burkenroads Reports January 2013 - May 2013
Hartford HealthCare May 2012 - August 2012
Atlas Test Prep September 2011 - April 2012
Morgan Stanley Smith Barney May 2011 - August 2011
Bernier for Congress May 2010 - August 2010
Bradley, Foster & Sargent, Inc. May 2009 - January 2010
Skills
Microsoft Excel, Photoshop, Axys, Bloomberg, Research, Valuation, Financial Analysis, PowerPoint, Data Analysis, Microsoft Word, Microsoft Office, Economics, Statistics, Investments, Access, Financial Modeling, Finance
Education
Tulane University - A.B. Freeman School of Business 2009 — 2013
Bachelor of Science (BS), Finance, Alumni
Universidad Pontificia Comillas 2012 — 2012
Finance
Pioneer Investments November 2013 - Present
Burkenroads Reports January 2013 - May 2013
Hartford HealthCare May 2012 - August 2012
Atlas Test Prep September 2011 - April 2012
Morgan Stanley Smith Barney May 2011 - August 2011
Bernier for Congress May 2010 - August 2010
Bradley, Foster & Sargent, Inc. May 2009 - January 2010
Skills
Microsoft Excel, Photoshop, Axys, Bloomberg, Research, Valuation, Financial Analysis, PowerPoint, Data Analysis, Microsoft Word, Microsoft Office, Economics, Statistics, Investments, Access, Financial Modeling, Finance
Education
Tulane University - A.B. Freeman School of Business 2009 — 2013
Bachelor of Science (BS), Finance, Alumni
Universidad Pontificia Comillas 2012 — 2012
Finance
David Anthony Ward's Morgan Stanley Smith Barney Experience August 2007 - July 2008
Job LCAM at FirstService Residential
Industry Facilities Services
Experience
FirstService Residential Florida May 2015 - Present
FirstService Residential Florida November 2013 - Present
Mandarin Oriental Hotel Group December 2011 - October 2013
VectorGlobal Wealth Management Group November 2010 - November 2011
Beta Capital Management September 2008 - July 2010
Morgan Stanley Smith Barney August 2007 - July 2008
Bank of America November 2006 - May 2007
Fidelity Investments January 2004 - August 2004
John Hancock Funds December 2002 - January 2004
Skills
Financial Modeling, Customer Service, Luxury Brand Marketing, Spanish, Excel, Financial Analysis, Budgets, Corporate Finance, Finance, Fixed Income, Forecasting, Investments, Management, Microsoft Excel, Microsoft Office, Negotiation, Sales, Strategic Planning, Leadership
Education
Universidad Pública de Navarra 2005 — 2006
Masters
University of Maryland College Park 1998 — 2002
B.S.
FirstService Residential Florida May 2015 - Present
FirstService Residential Florida November 2013 - Present
Mandarin Oriental Hotel Group December 2011 - October 2013
VectorGlobal Wealth Management Group November 2010 - November 2011
Beta Capital Management September 2008 - July 2010
Morgan Stanley Smith Barney August 2007 - July 2008
Bank of America November 2006 - May 2007
Fidelity Investments January 2004 - August 2004
John Hancock Funds December 2002 - January 2004
Skills
Financial Modeling, Customer Service, Luxury Brand Marketing, Spanish, Excel, Financial Analysis, Budgets, Corporate Finance, Finance, Fixed Income, Forecasting, Investments, Management, Microsoft Excel, Microsoft Office, Negotiation, Sales, Strategic Planning, Leadership
Education
Universidad Pública de Navarra 2005 — 2006
Masters
University of Maryland College Park 1998 — 2002
B.S.
Haley Richardson Haley Richardson's Morgan Stanley Smith Barney Experience May 2006 - December 2006
Job Financial Accounting Supervisor at Plains All American
Industry Accounting
Experience
Plains All American February 2015 - Present
Plains All American July 2012 - February 2015
Deloitte September 2010 - July 2012
Deloitte January 2009 - March 2009
Clark Nuber May 2008 - August 2008
Lindal Cedar Homes June 2007 - August 2007
Morgan Stanley Smith Barney May 2006 - December 2006
Education
Trinity University 2005 — 2010
Master in Accounting, Accounting
Plains All American February 2015 - Present
Plains All American July 2012 - February 2015
Deloitte September 2010 - July 2012
Deloitte January 2009 - March 2009
Clark Nuber May 2008 - August 2008
Lindal Cedar Homes June 2007 - August 2007
Morgan Stanley Smith Barney May 2006 - December 2006
Education
Trinity University 2005 — 2010
Master in Accounting, Accounting
Anthony Shropshire's Morgan Stanley Smith Barney Experience March 2010 - June 2011
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2011 - Present
Morgan Stanley Smith Barney March 2010 - June 2011
NRL Associates February 2008 - February 2010
PMC 2005 - 2007
Skills
Hedging, Wealth Management, Investments, Finance
Education
Tufts University 2000 — 2004
B.A., English
Winchester High 1996 — 2000
Merrill Lynch June 2011 - Present
Morgan Stanley Smith Barney March 2010 - June 2011
NRL Associates February 2008 - February 2010
PMC 2005 - 2007
Skills
Hedging, Wealth Management, Investments, Finance
Education
Tufts University 2000 — 2004
B.A., English
Winchester High 1996 — 2000
Darren Jurick's Morgan Stanley Smith Barney Experience January 2000 - February 2005
Job Financial Advisor/Associate Vice President Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2012 - Present
Principal Financial Group January 2005 - November 2012
Morgan Stanley Smith Barney January 2000 - February 2005
Merrill Lynch January 1995 - January 2000
Education
Tulane University 1989 — 1993
Bachelor of Science (BS), Sociology
Nova High School 1986 — 1989
Sociology
Ameriprise Financial Services, Inc. November 2012 - Present
Principal Financial Group January 2005 - November 2012
Morgan Stanley Smith Barney January 2000 - February 2005
Merrill Lynch January 1995 - January 2000
Education
Tulane University 1989 — 1993
Bachelor of Science (BS), Sociology
Nova High School 1986 — 1989
Sociology
Monica Flynn Monica Flynn's Morgan Stanley Smith Barney Experience August 1999 - July 2009
Job Manager, Client Success Services at Cornerstone OnDemand
Industry Computer Software
Experience
Cornerstone OnDemand May 2012 - Present
Cornerstone OnDemand September 2009 - August 2012
Morgan Stanley Smith Barney August 1999 - July 2009
Skills
SaaS, Change Management, Strategy, Business Process, Salesforce.com, Management, Team Management, Human Resources, Professional Services, Enterprise Software, Leadership, Talent Acquisition, Solution Selling
Education
Union College 1995 — 1999
Economics, Political Science
Rye High School
Cornerstone OnDemand May 2012 - Present
Cornerstone OnDemand September 2009 - August 2012
Morgan Stanley Smith Barney August 1999 - July 2009
Skills
SaaS, Change Management, Strategy, Business Process, Salesforce.com, Management, Team Management, Human Resources, Professional Services, Enterprise Software, Leadership, Talent Acquisition, Solution Selling
Education
Union College 1995 — 1999
Economics, Political Science
Rye High School
Kyle Guerin's Morgan Stanley Smith Barney Experience January 2010 - July 2010
Job Fixed Income Investment Support Analyst at The Vanguard Group
Industry Investment Management
Experience
Vanguard March 2014 - Present
Vanguard February 2012 - February 2014
Northwestern Mutual February 2011 - November 2011
Morgan Stanley Smith Barney January 2010 - July 2010
Skills
Portfolio Management, Valuation, Analysis, Customer Service, Equities, Finance, Investments, Mutual Funds, PowerPoint, Microsoft Excel, Microsoft Office, Financial Analysis, Securities, Leadership, Fixed Income, Data Analysis, Microsoft Word
Education
Towson University 2006 — 2010
Business Administration: Bachelor of Science, Finance
Vanguard March 2014 - Present
Vanguard February 2012 - February 2014
Northwestern Mutual February 2011 - November 2011
Morgan Stanley Smith Barney January 2010 - July 2010
Skills
Portfolio Management, Valuation, Analysis, Customer Service, Equities, Finance, Investments, Mutual Funds, PowerPoint, Microsoft Excel, Microsoft Office, Financial Analysis, Securities, Leadership, Fixed Income, Data Analysis, Microsoft Word
Education
Towson University 2006 — 2010
Business Administration: Bachelor of Science, Finance
Nicole Roever Nicole Roever's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job Analyst at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group March 2014 - Present
Morgan Stanley Wealth Management July 2011 - February 2014
Morgan Stanley Smith Barney June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Citi Smith Barney June 2008 - August 2008
Skills
Bloomberg, Equities, Microsoft Office, Social Media, Series 7, Series 63, Marketing, Options, Options Strategies
Education
University of Richmond - Robins School of Business 2007 — 2011
B.S, Business Administration; Management and Marketing
Università Commerciale 'Luigi Bocconi' 2009 — 2009
Marketing, Management
Sacred Heart Academy 2003 — 2007
The Blackstone Group March 2014 - Present
Morgan Stanley Wealth Management July 2011 - February 2014
Morgan Stanley Smith Barney June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Citi Smith Barney June 2008 - August 2008
Skills
Bloomberg, Equities, Microsoft Office, Social Media, Series 7, Series 63, Marketing, Options, Options Strategies
Education
University of Richmond - Robins School of Business 2007 — 2011
B.S, Business Administration; Management and Marketing
Università Commerciale 'Luigi Bocconi' 2009 — 2009
Marketing, Management
Sacred Heart Academy 2003 — 2007
Kelly Mariani Kelly Mariani's Morgan Stanley Smith Barney Experience June 2008 - September 2008
Job Graduate Student at University of Gastronomic Sciences
Industry Food Production
Experience
Eataly January 2013 - March 2013
University of Gastronomic Sciences March 2012 - March 2013
Ballymaloe Cookery School September 2011 - December 2011
Baltz & Company July 2010 - September 2010
Communique PR January 2009 - March 2009
Morgan Stanley Smith Barney June 2008 - September 2008
Skills
Journalism, Economics, Social Media, Cooking, Event Planning, Digital Photography, Microsoft Excel, InDesign, Photoshop
Education
Universita Degli Studi Di Scienze Gastronomiche 2012 — 2013
Master's degree, Food Culture & Communications: Human Ecology and Sustainability
University of Washington 2007 — 2011
Bachelor of Arts (B.A.), Journalism and Economics
Universitat de Barcelona
Eataly January 2013 - March 2013
University of Gastronomic Sciences March 2012 - March 2013
Ballymaloe Cookery School September 2011 - December 2011
Baltz & Company July 2010 - September 2010
Communique PR January 2009 - March 2009
Morgan Stanley Smith Barney June 2008 - September 2008
Skills
Journalism, Economics, Social Media, Cooking, Event Planning, Digital Photography, Microsoft Excel, InDesign, Photoshop
Education
Universita Degli Studi Di Scienze Gastronomiche 2012 — 2013
Master's degree, Food Culture & Communications: Human Ecology and Sustainability
University of Washington 2007 — 2011
Bachelor of Arts (B.A.), Journalism and Economics
Universitat de Barcelona
Alden Wonnell's Morgan Stanley Smith Barney Experience September 2008 - December 2008
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2013 - Present
Capital One August 2010 - March 2013
Preview Properties May 2008 - August 2010
Morgan Stanley Smith Barney September 2008 - December 2008
Skills
Bloomberg Terminal, Finance, Investments, Bloomberg, Series 7, PowerPoint, Financial Modeling, Valuation, Financial Analysis, Certified Microsoft..., Equities, Equity Research, Financial Services, Fixed Income, Management, Mutual Funds, Private Equity, Securities, Trading
Education
Tulane University - A.B. Freeman School of Business 2006 — 2010
Bachelor of Science in Management, Finance and Management Double Major
TIAA-CREF March 2013 - Present
Capital One August 2010 - March 2013
Preview Properties May 2008 - August 2010
Morgan Stanley Smith Barney September 2008 - December 2008
Skills
Bloomberg Terminal, Finance, Investments, Bloomberg, Series 7, PowerPoint, Financial Modeling, Valuation, Financial Analysis, Certified Microsoft..., Equities, Equity Research, Financial Services, Fixed Income, Management, Mutual Funds, Private Equity, Securities, Trading
Education
Tulane University - A.B. Freeman School of Business 2006 — 2010
Bachelor of Science in Management, Finance and Management Double Major
Stephen Muir Stephen Muir's Morgan Stanley Smith Barney Experience 2008 - 2012
Job Private Client Advisor at U.S. Trust
Industry Financial Services
Experience
U.S. Trust 2014 - Present
PNC Wealth Management April 2012 - 2014
Morgan Stanley Smith Barney 2008 - 2012
Skills
Investments, Wealth Management, Asset Management, Portfolio Management, Retirement Planning, Series 7, Series 66, Equities, Investment Advisory, Mutual Funds, Financial Analysis, Strategic Financial..., Financial Modeling, Alternative Investments, Asset Allocation, Securities
Education
University of North Carolina at Chapel Hill 1989 — 1993
Bachelor of Arts (B.A.), Political Science and Government
Landon
United States Naval Academy
U.S. Trust 2014 - Present
PNC Wealth Management April 2012 - 2014
Morgan Stanley Smith Barney 2008 - 2012
Skills
Investments, Wealth Management, Asset Management, Portfolio Management, Retirement Planning, Series 7, Series 66, Equities, Investment Advisory, Mutual Funds, Financial Analysis, Strategic Financial..., Financial Modeling, Alternative Investments, Asset Allocation, Securities
Education
University of North Carolina at Chapel Hill 1989 — 1993
Bachelor of Arts (B.A.), Political Science and Government
Landon
United States Naval Academy
Sofia Martinez Sofia Martinez's Morgan Stanley Smith Barney Experience April 2009 - May 2011
Job Connecting businesses with top talent
Industry Internet
Experience
LinkedIn September 2013 - Present
Blue Jeans Network January 2013 - September 2013
Blue Jeans Network October 2012 - December 2012
Blue Jeans Network June 2012 - September 2012
Florence Crittenton Services November 2010 - June 2012
School of Business and Professional Studies August 2010 - May 2011
Morgan Stanley Smith Barney April 2009 - May 2011
Learning and Writing Center August 2007 - May 2011
School of Business and Professional Studies August 2008 - June 2010
USF Academic Support Services August 2009 - December 2009
Skills
Research, SaaS, Salesforce.com, Customer Service, Sales, Microsoft Excel, Social Media, Team Leadership, Product Management, Microsoft Office, Lead Generation, Sales Management, Spanish-English, Forecasting, Account Management, Strategic Planning, New Business Development, Budgets, Business Strategy, Spanish, Start-ups, Team Building, Program Management, Leadership, Networking, Sales Process, Enterprise Software, Time Management, Sales Operations, B2B, Cloud Computing, CRM, Strategy, International Sales, Qualifying Prospects, Cold Calling, Marketing Communications, Marketing Strategy, Key Account Management, Strategic Partnerships, Discovery Process, Direct Sales, Manage Client..., Sales Presentations, Competitive Analysis, Market Research, Entrepreneurship, Social Networking, Marketing
Education
University of San Francisco 2007 — 2011
Bachelor of Science, Business Administration
Universitat Ramon Llull 2010 — 2010
Cate School 2004 — 2007
High School Diploma
Where There Be Dragons 2006 — 2006
LinkedIn September 2013 - Present
Blue Jeans Network January 2013 - September 2013
Blue Jeans Network October 2012 - December 2012
Blue Jeans Network June 2012 - September 2012
Florence Crittenton Services November 2010 - June 2012
School of Business and Professional Studies August 2010 - May 2011
Morgan Stanley Smith Barney April 2009 - May 2011
Learning and Writing Center August 2007 - May 2011
School of Business and Professional Studies August 2008 - June 2010
USF Academic Support Services August 2009 - December 2009
Skills
Research, SaaS, Salesforce.com, Customer Service, Sales, Microsoft Excel, Social Media, Team Leadership, Product Management, Microsoft Office, Lead Generation, Sales Management, Spanish-English, Forecasting, Account Management, Strategic Planning, New Business Development, Budgets, Business Strategy, Spanish, Start-ups, Team Building, Program Management, Leadership, Networking, Sales Process, Enterprise Software, Time Management, Sales Operations, B2B, Cloud Computing, CRM, Strategy, International Sales, Qualifying Prospects, Cold Calling, Marketing Communications, Marketing Strategy, Key Account Management, Strategic Partnerships, Discovery Process, Direct Sales, Manage Client..., Sales Presentations, Competitive Analysis, Market Research, Entrepreneurship, Social Networking, Marketing
Education
University of San Francisco 2007 — 2011
Bachelor of Science, Business Administration
Universitat Ramon Llull 2010 — 2010
Cate School 2004 — 2007
High School Diploma
Where There Be Dragons 2006 — 2006
Dana Fowler's Morgan Stanley Smith Barney Experience April 1994 - April 2015
Job Executive Director, Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 1994 - April 2015
Citigroup 1994 - 2009
Skills
Mutual Funds, Wealth Management, Series 7
Education
Towson University 1981 — 1985
Morgan Stanley Smith Barney April 1994 - April 2015
Citigroup 1994 - 2009
Skills
Mutual Funds, Wealth Management, Series 7
Education
Towson University 1981 — 1985
Shannon Damerow's Morgan Stanley Smith Barney Experience August 2005 - November 2008
Job Teacher at San Diego Unified School District
Industry Financial Services
Experience
San Diego Unified School District January 2013 - Present
Morgan Stanley Wealth Management November 2011 - October 2012
UCSD August 2010 - June 2011
Mira Mesa High School August 2009 - June 2010
Morgan Stanley Smith Barney August 2005 - November 2008
Banc of America Investments January 2002 - August 2005
CVI Holdings January 2001 - December 2001
Robertson Stephens August 1999 - January 2001
Skills
Microsoft Excel, Entrepreneurship, English, Research, Microsoft Office, Community Outreach, Strategic Planning, Public Relations, Data Analysis, Financial Modeling, Budgets, Program Management, Event Planning, Nonprofits, Spanish, Public Speaking, Sales, Policy Analysis, Policy, Strategic Financial...
Education
University of California, San Diego - School of International Relations and Pacific Studies (IR/PS) 2010 — 2011
Masters of Advanced Studies, International Economics
University of California, Berkeley 1995 — 1999
Bachelor of Arts (B.A.), Political Economy of Industrial Societies
San Diego Unified School District January 2013 - Present
Morgan Stanley Wealth Management November 2011 - October 2012
UCSD August 2010 - June 2011
Mira Mesa High School August 2009 - June 2010
Morgan Stanley Smith Barney August 2005 - November 2008
Banc of America Investments January 2002 - August 2005
CVI Holdings January 2001 - December 2001
Robertson Stephens August 1999 - January 2001
Skills
Microsoft Excel, Entrepreneurship, English, Research, Microsoft Office, Community Outreach, Strategic Planning, Public Relations, Data Analysis, Financial Modeling, Budgets, Program Management, Event Planning, Nonprofits, Spanish, Public Speaking, Sales, Policy Analysis, Policy, Strategic Financial...
Education
University of California, San Diego - School of International Relations and Pacific Studies (IR/PS) 2010 — 2011
Masters of Advanced Studies, International Economics
University of California, Berkeley 1995 — 1999
Bachelor of Arts (B.A.), Political Economy of Industrial Societies
Lauren Mirman's Morgan Stanley Smith Barney Experience January 2006 - January 2008
Job Senior Wealth Strategy Associate at UBS Financial Servics Inc.
Industry Financial Services
Experience
UBS Financial Servics Inc. 2012 - Present
UBS Financial Services December 2010 - Present
UBS Wealth Management January 2008 - December 2010
Morgan Stanley Smith Barney January 2006 - January 2008
Education
Towson University 1997 — 2001
BA, Business Administration, Finance Concentration
UBS Financial Servics Inc. 2012 - Present
UBS Financial Services December 2010 - Present
UBS Wealth Management January 2008 - December 2010
Morgan Stanley Smith Barney January 2006 - January 2008
Education
Towson University 1997 — 2001
BA, Business Administration, Finance Concentration
Vincent S. Tracy, III's Morgan Stanley Smith Barney Experience November 2006 - April 2011
Job Senior Managing Associate
Industry Financial Services
Experience
AB Bernstein April 2011 - Present
Morgan Stanley Smith Barney November 2006 - April 2011
Skills
Series 7, Series 63, Asset Allocation, Alternative Investments, Asset Managment
Education
Università degli Studi di Roma Tre 2005 — 2006
Liberal Arts, Italian Renaissance Art, Theology and
Providence College 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
AB Bernstein April 2011 - Present
Morgan Stanley Smith Barney November 2006 - April 2011
Skills
Series 7, Series 63, Asset Allocation, Alternative Investments, Asset Managment
Education
Università degli Studi di Roma Tre 2005 — 2006
Liberal Arts, Italian Renaissance Art, Theology and
Providence College 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Philip Schwaeber's Morgan Stanley Smith Barney Experience March 2010 - Present
Job Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2010 - Present
OppenheimerFunds, Inc. November 2004 - March 2010
Merrill Lynch 1999 - 2004
Rolfe & Nolan June 1997 - December 1999
Skills
Fixed Income, Equities, Business Analysis, Securities, Bloomberg, Financial Services, Mutual Funds, Hedge Funds, Software Project..., Reference Data, SQL, SDLC, Portfolio Management, Trading Systems, Series 7, Derivatives, Capital Markets, Sybase, QlikView Development, Big Data
Education
Tulane University 1977 — 1981
BSM, Management
Tulane University 1977 — 1981
BS, Management
Morgan Stanley Smith Barney March 2010 - Present
OppenheimerFunds, Inc. November 2004 - March 2010
Merrill Lynch 1999 - 2004
Rolfe & Nolan June 1997 - December 1999
Skills
Fixed Income, Equities, Business Analysis, Securities, Bloomberg, Financial Services, Mutual Funds, Hedge Funds, Software Project..., Reference Data, SQL, SDLC, Portfolio Management, Trading Systems, Series 7, Derivatives, Capital Markets, Sybase, QlikView Development, Big Data
Education
Tulane University 1977 — 1981
BSM, Management
Tulane University 1977 — 1981
BS, Management
Rachael Schorr's Morgan Stanley Smith Barney Experience January 2008 - Present
Job Financial Adviser at Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2008 - Present
Education
Tulane University - A.B. Freeman School of Business 2006 — 2007
Morgan Stanley Smith Barney January 2008 - Present
Education
Tulane University - A.B. Freeman School of Business 2006 — 2007
Brad Burstin's Morgan Stanley Smith Barney Experience April 2010 - May 2011
Job Principal, Senior Client Advisor
Industry Investment Management
Experience
Bessemer Trust May 2011 - Present
Morgan Stanley Smith Barney April 2010 - May 2011
Comerica Securities December 2004 - March 2010
Skills
Wealth Management, Investment Management, Investments, Asset Allocation, Portfolio Management, Equities, Alternative Investments, Asset Management, New Business Development, Hedge Funds, Private Equity, Series 7, Asset Managment, Business Planning, Start-ups, Process Improvement
Education
UCLA Anderson School of Management 1998 — 2000
MBA, Finance, Entrepreneurial Studies
University of California, San Diego 1989 — 1993
BA, Political Science
UCLA Anderson School of Management
Bessemer Trust May 2011 - Present
Morgan Stanley Smith Barney April 2010 - May 2011
Comerica Securities December 2004 - March 2010
Skills
Wealth Management, Investment Management, Investments, Asset Allocation, Portfolio Management, Equities, Alternative Investments, Asset Management, New Business Development, Hedge Funds, Private Equity, Series 7, Asset Managment, Business Planning, Start-ups, Process Improvement
Education
UCLA Anderson School of Management 1998 — 2000
MBA, Finance, Entrepreneurial Studies
University of California, San Diego 1989 — 1993
BA, Political Science
UCLA Anderson School of Management
Victoria Cordoba's Morgan Stanley Smith Barney Experience October 2005 - January 2011
Job Vice President, Senior PREMIER Relationship Advisor HSBC Securities USA Inc
Industry Financial Services
Experience
HSBC Securities US May 2013 - Present
HSBC February 2011 - Present
Morgan Stanley Smith Barney October 2005 - January 2011
Skills
Series 7, Wealth Management, Asset Allocation, Investment Advisory, International Banking..., Series 66, Long-term Customer..., Compliance, Portfolio Management, Mutual Funds, Investments, Securities, Wealth Management..., Asset Management, Capital Markets, Financial Services, Bloomberg, Trading, Investment Banking, Equities, Series 63
Education
Universidad Externado de Colombia 1998 — 2003
Finance, Government and International Relations, Bachelors
HSBC Securities US May 2013 - Present
HSBC February 2011 - Present
Morgan Stanley Smith Barney October 2005 - January 2011
Skills
Series 7, Wealth Management, Asset Allocation, Investment Advisory, International Banking..., Series 66, Long-term Customer..., Compliance, Portfolio Management, Mutual Funds, Investments, Securities, Wealth Management..., Asset Management, Capital Markets, Financial Services, Bloomberg, Trading, Investment Banking, Equities, Series 63
Education
Universidad Externado de Colombia 1998 — 2003
Finance, Government and International Relations, Bachelors
Knoll Axt's Morgan Stanley Smith Barney Experience January 1997 - Present
Job VicePresident Wealth Management, Financial Advisor at Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 1997 - Present
Education
Towson University 1991 — 1996
BA, Economics
Morgan Stanley Smith Barney January 1997 - Present
Education
Towson University 1991 — 1996
BA, Economics
Joshua P. Dulaney's Morgan Stanley Smith Barney Experience December 2008 - December 2009
Job Market Risk Analyst at WGL
Industry Oil & Energy
Experience
WGL December 2014 - Present
Exelon September 2011 - December 2014
Constellation Energy June 2011 - September 2011
Morgan Stanley Smith Barney December 2008 - December 2009
Merrill Lynch May 2009 - August 2009
Skills
Financial Modeling, Valuation, Financial Analysis, Bloomberg, Fixed Income, Equity Research, Trading, Corporate Finance, Derivatives, Capital Markets, Equities, Commodity, Commodity Markets, Market Risk, Credit Risk, Microsoft Excel, Analysis, Investments
Education
Tulane University - A.B. Freeman School of Business 2009 — 2010
Master of Risk Management
Tulane University 2005 — 2009
BSM, Finance, Management, Energy
WGL December 2014 - Present
Exelon September 2011 - December 2014
Constellation Energy June 2011 - September 2011
Morgan Stanley Smith Barney December 2008 - December 2009
Merrill Lynch May 2009 - August 2009
Skills
Financial Modeling, Valuation, Financial Analysis, Bloomberg, Fixed Income, Equity Research, Trading, Corporate Finance, Derivatives, Capital Markets, Equities, Commodity, Commodity Markets, Market Risk, Credit Risk, Microsoft Excel, Analysis, Investments
Education
Tulane University - A.B. Freeman School of Business 2009 — 2010
Master of Risk Management
Tulane University 2005 — 2009
BSM, Finance, Management, Energy
Philip Nazzaro's Morgan Stanley Smith Barney Experience 2006 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2006 - Present
Skills
Series 7, Retirement Planning, Uniform Combined State..., Strategic Financial..., Wealth Management, Series 63, Asset Allocation, IRAs, Investments, Mutual Funds, Investment Advisory, Portfolio Management, Estate Planning, Retirement, ETFs, Asset Management, Securities
Education
Towson University
Business, Management
Morgan Stanley Smith Barney 2006 - Present
Skills
Series 7, Retirement Planning, Uniform Combined State..., Strategic Financial..., Wealth Management, Series 63, Asset Allocation, IRAs, Investments, Mutual Funds, Investment Advisory, Portfolio Management, Estate Planning, Retirement, ETFs, Asset Management, Securities
Education
Towson University
Business, Management
Brian Dufour's Morgan Stanley Smith Barney Experience September 2007 - January 2010
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2012 - Present
Morgan Stanley Wealth Management January 2011 - December 2012
Morgan Stanley Smith Barney September 2007 - January 2010
Citigroup April 1998 - September 2007
Fidelity Investments 2005 - 2007
Skills
Series 7, Equities, Series 63, Financial Services, Securities, Relationship Management
Education
Trinity College-Hartford 1990 — 1994
B.A., English Literature
Fidelity Investments December 2012 - Present
Morgan Stanley Wealth Management January 2011 - December 2012
Morgan Stanley Smith Barney September 2007 - January 2010
Citigroup April 1998 - September 2007
Fidelity Investments 2005 - 2007
Skills
Series 7, Equities, Series 63, Financial Services, Securities, Relationship Management
Education
Trinity College-Hartford 1990 — 1994
B.A., English Literature
Stephen Dilanian's Morgan Stanley Smith Barney Experience 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2011 - Present
M.E Dilanian Co., Inc. 2008 - 2011
Skills
Series 7
Education
Trinity College-Hartford 2004 — 2008
BA, Economics, Political Science
Morgan Stanley Smith Barney 2011 - Present
M.E Dilanian Co., Inc. 2008 - 2011
Skills
Series 7
Education
Trinity College-Hartford 2004 — 2008
BA, Economics, Political Science
Jessica Curry's Morgan Stanley Smith Barney Experience July 2009 - July 2009
Job Account Director at Mode Media Corporation (formerly Glam Media)
Industry International Affairs
Experience
Mode Media Corporation (formerly Glam Media) January 2015 - Present
Mode Media Corporation (formerly Glam Media) May 2013 - December 2014
Glam Media October 2012 - May 2013
Spark Communications May 2011 - October 2012
Spark Communications August 2009 - April 2011
Morgan Stanley Smith Barney July 2009 - July 2009
Starcom MediaVest Group January 2009 - January 2009
Skills
Advertising, Spanish, Marketing, Digital Media, Media Buying, Media Planning, Digital Marketing, Social Media Marketing, Online Advertising, Facebook, DoubleClick, Integrated Marketing, Digital Strategy, Marketing Communications, New Media, PPC, Marketing Strategy, SEM, Lead Generation, Strategy, Online Marketing, Mobile Marketing, CRM, Strategic Partnerships, Interactive Marketing, Behavioral Targeting, Sales, Brand Management, Social Networking, Interactive Advertising, B2B, Mobile Devices, Customer Insight, Media Strategy, comScore, Mobile Advertising
Education
DePauw University 2005 — 2009
Bachelor, Spanish, International Business
Universitat de Barcelona 2008 — 2008
European History, Spanish, Political Science
Mode Media Corporation (formerly Glam Media) January 2015 - Present
Mode Media Corporation (formerly Glam Media) May 2013 - December 2014
Glam Media October 2012 - May 2013
Spark Communications May 2011 - October 2012
Spark Communications August 2009 - April 2011
Morgan Stanley Smith Barney July 2009 - July 2009
Starcom MediaVest Group January 2009 - January 2009
Skills
Advertising, Spanish, Marketing, Digital Media, Media Buying, Media Planning, Digital Marketing, Social Media Marketing, Online Advertising, Facebook, DoubleClick, Integrated Marketing, Digital Strategy, Marketing Communications, New Media, PPC, Marketing Strategy, SEM, Lead Generation, Strategy, Online Marketing, Mobile Marketing, CRM, Strategic Partnerships, Interactive Marketing, Behavioral Targeting, Sales, Brand Management, Social Networking, Interactive Advertising, B2B, Mobile Devices, Customer Insight, Media Strategy, comScore, Mobile Advertising
Education
DePauw University 2005 — 2009
Bachelor, Spanish, International Business
Universitat de Barcelona 2008 — 2008
European History, Spanish, Political Science
Greg Cordell's Morgan Stanley Smith Barney Experience November 1991 - December 2010
Job Financial Advisor at The Cordell Group
Industry Financial Services
Experience
Cordell Group 2010 - Present
Morgan Stanley Smith Barney November 1991 - December 2010
US Army June 1982 - October 1991
Skills
Project Management, Wealth Management, Business Analysis, New Business Development, Strategy, Marketing Strategy, Training, Fixed Annuities, Marketing, Account Management, Series 7, Business Strategy, Mutual Funds, Financial Analysis, Private Equity, Customer Service, Strategic Planning, Team Leadership, Risk Management, Alternative Investments, Strategic Partnerships, Strategic Financial..., Leadership, Mergers & Acquisitions, Loans, Retirement, Social Media, Retirement Planning, Project Planning, Public Speaking, Cross-functional Team..., Team Building, Start-ups, Budgets, Venture Capital, Process Improvement, Series 63, Military, Microsoft Office, Sales, Market Research, Analytics, Entrepreneurship, Management, Program Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1988 — 1990
MBA, Investing/Portfolio Management
United States Military Academy at West Point 1978 — 1982
BS, Engineering; Arabic Language
Cordell Group 2010 - Present
Morgan Stanley Smith Barney November 1991 - December 2010
US Army June 1982 - October 1991
Skills
Project Management, Wealth Management, Business Analysis, New Business Development, Strategy, Marketing Strategy, Training, Fixed Annuities, Marketing, Account Management, Series 7, Business Strategy, Mutual Funds, Financial Analysis, Private Equity, Customer Service, Strategic Planning, Team Leadership, Risk Management, Alternative Investments, Strategic Partnerships, Strategic Financial..., Leadership, Mergers & Acquisitions, Loans, Retirement, Social Media, Retirement Planning, Project Planning, Public Speaking, Cross-functional Team..., Team Building, Start-ups, Budgets, Venture Capital, Process Improvement, Series 63, Military, Microsoft Office, Sales, Market Research, Analytics, Entrepreneurship, Management, Program Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1988 — 1990
MBA, Investing/Portfolio Management
United States Military Academy at West Point 1978 — 1982
BS, Engineering; Arabic Language
Jonathan Sanchez's Morgan Stanley Smith Barney Experience January 2001 - March 2009
Job Senior Vice President, Wealth Director PNC Wealth Management
Industry Financial Services
Experience
PNC February 2015 - Present
PNC Wealth Management 2012 - February 2015
Wells Fargo Advisors, LLC March 2009 - September 2012
Morgan Stanley Smith Barney January 2001 - March 2009
Naval Special Warfare 1995 - 2000
Skills
Leadership, Motivational Speaking, Team Building, Team Management, Team Leadership, Teamwork, Retirement Planning, Investments, Wealth Management, Mutual Funds, Finance, Financial Advisory, Retirement, Financial Services, Risk Management, Alternative Investments, Asset Allocation, Portfolio Management, Asset Management, Financial Analysis, Strategic Financial..., Financial Modeling, Investment Advisory, Securities, Estate Planning, Investment Management, Investment Strategies
Education
United States Naval Academy 1991 — 1995
Economics, German
St. Francis de Sales 1987 — 1991
H.S.
PNC February 2015 - Present
PNC Wealth Management 2012 - February 2015
Wells Fargo Advisors, LLC March 2009 - September 2012
Morgan Stanley Smith Barney January 2001 - March 2009
Naval Special Warfare 1995 - 2000
Skills
Leadership, Motivational Speaking, Team Building, Team Management, Team Leadership, Teamwork, Retirement Planning, Investments, Wealth Management, Mutual Funds, Finance, Financial Advisory, Retirement, Financial Services, Risk Management, Alternative Investments, Asset Allocation, Portfolio Management, Asset Management, Financial Analysis, Strategic Financial..., Financial Modeling, Investment Advisory, Securities, Estate Planning, Investment Management, Investment Strategies
Education
United States Naval Academy 1991 — 1995
Economics, German
St. Francis de Sales 1987 — 1991
H.S.
Joe Wrzesien's Morgan Stanley Smith Barney Experience August 2009 - October 2013
Job Sr. Business Analyst/Project Manager at Think Systems
Industry Information Technology and Services
Experience
Think Systems October 2013 - Present
Morgan Stanley Smith Barney August 2009 - October 2013
T Rowe Price December 2007 - April 2009
T Rowe Price June 2005 - December 2007
T. Rowe Price 2000 - 2005
Skills
Strategic Financial..., Project Planning, Investments, Agile Methodologies, Finance, PMP, Marketing, Marketing Strategy, Product Development, Integrated Marketing, Mutual Funds, Business Analysis, Requirements Gathering, Financial Risk, Securities, Risk Management, Data Analysis, Business Process..., Requirements Analysis
Education
Towson University 1994 — 1997
Business, Marketing
Think Systems October 2013 - Present
Morgan Stanley Smith Barney August 2009 - October 2013
T Rowe Price December 2007 - April 2009
T Rowe Price June 2005 - December 2007
T. Rowe Price 2000 - 2005
Skills
Strategic Financial..., Project Planning, Investments, Agile Methodologies, Finance, PMP, Marketing, Marketing Strategy, Product Development, Integrated Marketing, Mutual Funds, Business Analysis, Requirements Gathering, Financial Risk, Securities, Risk Management, Data Analysis, Business Process..., Requirements Analysis
Education
Towson University 1994 — 1997
Business, Marketing
Carolina Simon's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Client Relationship Manager at NuVerse Advisors LLC
Industry Banking
Experience
NuVerse Advisors LLC June 2014 - Present
NuVerse Advisors LLC September 2013 - Present
NuVerse Advisors LLC September 2010 - September 2013
Morgan Stanley Smith Barney June 2009 - August 2009
BAC Credomatic Honduras July 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Banking, PowerPoint, Microsoft Word, Financial Analysis, Risk Management, Strategic Planning, Customer Service, Project Management, Loans
Education
Trinity University 2006 — 2010
Bachelor of Science (B.S.), Finance, University
American School of Tegucigalpa 1992 — 2006
NuVerse Advisors LLC June 2014 - Present
NuVerse Advisors LLC September 2013 - Present
NuVerse Advisors LLC September 2010 - September 2013
Morgan Stanley Smith Barney June 2009 - August 2009
BAC Credomatic Honduras July 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Banking, PowerPoint, Microsoft Word, Financial Analysis, Risk Management, Strategic Planning, Customer Service, Project Management, Loans
Education
Trinity University 2006 — 2010
Bachelor of Science (B.S.), Finance, University
American School of Tegucigalpa 1992 — 2006
Mary Ganley's Morgan Stanley Smith Barney Experience April 2010 - January 2012
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2012 - Present
Morgan Stanley Smith Barney April 2010 - January 2012
Towson University College of Business and Economics (Dean's Office) September 2008 - December 2009
Morgan Stanley June 2007 - August 2007
Skills
Microsoft Office, Research, Trading, Series 7, Finance, Microsoft Word, PowerPoint, Microsoft Excel, Series 63, Series 65
Education
University of Baltimore/Towson University 2008 — 2009
Master of Business Administration, Finance
Towson University 2004 — 2008
B.S., Business Administration (Finance)
Wells Fargo Advisors February 2012 - Present
Morgan Stanley Smith Barney April 2010 - January 2012
Towson University College of Business and Economics (Dean's Office) September 2008 - December 2009
Morgan Stanley June 2007 - August 2007
Skills
Microsoft Office, Research, Trading, Series 7, Finance, Microsoft Word, PowerPoint, Microsoft Excel, Series 63, Series 65
Education
University of Baltimore/Towson University 2008 — 2009
Master of Business Administration, Finance
Towson University 2004 — 2008
B.S., Business Administration (Finance)
Lydia Rollins's Morgan Stanley Smith Barney Experience June 1993 - Present
Job Senior Vice PresidentFinancial Advisor
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 1993 - Present
General Electric June 1980 - May 1993
Education
Union College 1974 — 1978
BA Economics, Economics
Morgan Stanley Smith Barney June 1993 - Present
General Electric June 1980 - May 1993
Education
Union College 1974 — 1978
BA Economics, Economics
Hugh Asher; CIMA®'s Morgan Stanley Smith Barney Experience May 2005 - November 2011
Job Managing Director at Cedar Capital
Industry Financial Services
Experience
Cedar Capital May 2012 - Present
Morgan Stanley Smith Barney May 2005 - November 2011
Smith Barney January 2003 - May 2005
Capital Guardian Trust Company December 1998 - January 2003
Smith Barney October 1994 - December 1998
Chambers & Asher Speechworks 1990 - 1994
Skills
Series 7, Mutual Funds, Fixed Income, Investment Banking, Mergers & Acquisitions, Retirement, Investment Strategies, Equities, Alternative Investments, Relationship Management, Asset Allocation, Financial Advisory, High Net Worth..., Portfolio Management, Wealth Management, Retirement Planning, ETFs
Education
Tulane University 1985 — 1989
BA, History
Cedar Capital May 2012 - Present
Morgan Stanley Smith Barney May 2005 - November 2011
Smith Barney January 2003 - May 2005
Capital Guardian Trust Company December 1998 - January 2003
Smith Barney October 1994 - December 1998
Chambers & Asher Speechworks 1990 - 1994
Skills
Series 7, Mutual Funds, Fixed Income, Investment Banking, Mergers & Acquisitions, Retirement, Investment Strategies, Equities, Alternative Investments, Relationship Management, Asset Allocation, Financial Advisory, High Net Worth..., Portfolio Management, Wealth Management, Retirement Planning, ETFs
Education
Tulane University 1985 — 1989
BA, History
Ryan Leske's Morgan Stanley Smith Barney Experience September 2009 - May 2010
Job Associate at McDermott Will & Emery
Industry Law Practice
Experience
Tulane Law Clinic - Civil Litigation Clinic August 2013 - May 2014
McDermott Will & Emery May 2013 - August 2013
New Orleans Saints September 2012 - April 2013
US Securities and Exchange Commission June 2012 - August 2012
U.S. Trust, Bank of America Private Wealth Management June 2010 - August 2010
Morgan Stanley Smith Barney September 2009 - May 2010
The Daily Pennsylvanian September 2007 - December 2009
Education
Tulane University Law School 2011 — 2014
Juris Doctor
University of Pennsylvania 2007 — 2011
Bachelor of Arts, Political Science
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science in Economics, Finance
Peddie School 2003 — 2007
Tulane Law Clinic - Civil Litigation Clinic August 2013 - May 2014
McDermott Will & Emery May 2013 - August 2013
New Orleans Saints September 2012 - April 2013
US Securities and Exchange Commission June 2012 - August 2012
U.S. Trust, Bank of America Private Wealth Management June 2010 - August 2010
Morgan Stanley Smith Barney September 2009 - May 2010
The Daily Pennsylvanian September 2007 - December 2009
Education
Tulane University Law School 2011 — 2014
Juris Doctor
University of Pennsylvania 2007 — 2011
Bachelor of Arts, Political Science
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science in Economics, Finance
Peddie School 2003 — 2007
Matt Sandler, CFP®'s Morgan Stanley Smith Barney Experience October 2009 - February 2013
Job Vice President, Private Client Advisor
Industry Financial Services
Experience
J.P. Morgan March 2015 - Present
TIAA-CREF March 2013 - March 2015
Morgan Stanley Smith Barney October 2009 - February 2013
Strategies For Wealth/WISE Financial Advisors January 2006 - October 2009
HSBC August 2005 - January 2006
American Express Financial Advisors August 2002 - July 2005
Lighthouse International August 2000 - August 2002
McIntosh & Otis, Inc September 1998 - August 2000
Education
Union College 1994 — 1998
B.A, Political Science
J.P. Morgan March 2015 - Present
TIAA-CREF March 2013 - March 2015
Morgan Stanley Smith Barney October 2009 - February 2013
Strategies For Wealth/WISE Financial Advisors January 2006 - October 2009
HSBC August 2005 - January 2006
American Express Financial Advisors August 2002 - July 2005
Lighthouse International August 2000 - August 2002
McIntosh & Otis, Inc September 1998 - August 2000
Education
Union College 1994 — 1998
B.A, Political Science
Edward Culpepper's Morgan Stanley Smith Barney Experience 1992 - 1995
Job Buyer/Planner at Remington Arms
Industry Consumer Goods
Experience
Remington Arms 2005 - Present
L'Oréal 2003 - 2004
L'Oréal 1998 - 2004
L'Oréal 1997 - 1998
Procurement Automation Institute 1995 - 1996
Morgan Stanley Smith Barney 1992 - 1995
United States Marine Corps 1985 - 1992
Skills
Continuous Improvement, Supply Chain Management, Inventory Management, Six Sigma, SAP, Team Building, Contract Negotiation, Forecasting, Innovation, Kaizen, Logistics, Team Leadership, Microsoft Office, Manufacturing, Negotiation, Purchasing, Strategic Planning, Problem Solving
Education
USMC Ground Supply School 1986 — 1986
Procurement
Marine Corps Officer Basic School 1985 — 1985
Leadership
United States Naval Academy 1981 — 1985
Bachelor of Science, Engineering
Remington Arms 2005 - Present
L'Oréal 2003 - 2004
L'Oréal 1998 - 2004
L'Oréal 1997 - 1998
Procurement Automation Institute 1995 - 1996
Morgan Stanley Smith Barney 1992 - 1995
United States Marine Corps 1985 - 1992
Skills
Continuous Improvement, Supply Chain Management, Inventory Management, Six Sigma, SAP, Team Building, Contract Negotiation, Forecasting, Innovation, Kaizen, Logistics, Team Leadership, Microsoft Office, Manufacturing, Negotiation, Purchasing, Strategic Planning, Problem Solving
Education
USMC Ground Supply School 1986 — 1986
Procurement
Marine Corps Officer Basic School 1985 — 1985
Leadership
United States Naval Academy 1981 — 1985
Bachelor of Science, Engineering
Stephanie Anavim's Morgan Stanley Smith Barney Experience January 2011 - August 2012
Job Managing Sales Director at MetLife
Industry Financial Services
Experience
MetLife Premier Client Group October 2015 - Present
MetLife Investors April 2014 - September 2015
KIPP January 2013 - January 2014
Morgan Stanley Smith Barney January 2011 - August 2012
Morgan Stanley Smith Barney December 2007 - January 2011
Morgan Stanley Smith Barney December 2005 - December 2007
Skills
Leadership, Investments, Portfolio Management, Financial Modeling, Asset Allocation, Management, Strategic Financial..., Financial Analysis, Asset Management, Microsoft Excel, Problem Solving, Investment Management, Product Management, Business Strategy, Due Diligence, Social Media, Consulting, Finance, Financial Planning
Education
UCLA Anderson School of Management
Master of Business Administration (MBA)
University of Southern California
B.S, Business Administration and Management, Finance
Beverly High
MetLife Premier Client Group October 2015 - Present
MetLife Investors April 2014 - September 2015
KIPP January 2013 - January 2014
Morgan Stanley Smith Barney January 2011 - August 2012
Morgan Stanley Smith Barney December 2007 - January 2011
Morgan Stanley Smith Barney December 2005 - December 2007
Skills
Leadership, Investments, Portfolio Management, Financial Modeling, Asset Allocation, Management, Strategic Financial..., Financial Analysis, Asset Management, Microsoft Excel, Problem Solving, Investment Management, Product Management, Business Strategy, Due Diligence, Social Media, Consulting, Finance, Financial Planning
Education
UCLA Anderson School of Management
Master of Business Administration (MBA)
University of Southern California
B.S, Business Administration and Management, Finance
Beverly High
Michelle Finizio's Morgan Stanley Smith Barney Experience April 2010 - June 2010
Job Market Development at Deloitte
Industry Internet
Experience
Deloitte September 2014 - Present
Supportfolio LLC December 2012 - Present
Unite, Inc. May 2013 - September 2014
RoomSync August 2011 - December 2011
SDI International Corp May 2011 - June 2011
Morgan Stanley Smith Barney April 2010 - June 2010
Skills
Marketing, Sales, Online Advertising, Digital Media, Business Development, Start-ups, Data Driven Software, Digital Marketing
Education
Università Commerciale 'Luigi Bocconi' 2011 — 2013
Master of Arts (M.A.), International Business
Universidad Autonoma de Barcelona 2010 — 2010
Bachelor of Science (B.S.), Business
University of Florida 2007 — 2011
Bachelor of Science (B.S.), International Economics
Deloitte September 2014 - Present
Supportfolio LLC December 2012 - Present
Unite, Inc. May 2013 - September 2014
RoomSync August 2011 - December 2011
SDI International Corp May 2011 - June 2011
Morgan Stanley Smith Barney April 2010 - June 2010
Skills
Marketing, Sales, Online Advertising, Digital Media, Business Development, Start-ups, Data Driven Software, Digital Marketing
Education
Università Commerciale 'Luigi Bocconi' 2011 — 2013
Master of Arts (M.A.), International Business
Universidad Autonoma de Barcelona 2010 — 2010
Bachelor of Science (B.S.), Business
University of Florida 2007 — 2011
Bachelor of Science (B.S.), International Economics
Ryan Walkley's Morgan Stanley Smith Barney Experience January 2010 - May 2010
Job Financial Analyst at L3 Communications
Industry Defense & Space
Experience
L-3 Communications March 2015 - Present
L-3 Communications June 2014 - March 2015
BAE Systems February 2013 - May 2014
BAE Systems April 2011 - January 2013
Department of Public Safety and Correctional Services June 2010 - April 2011
Morgan Stanley Smith Barney January 2010 - May 2010
Skills
Finance, Analysis, Budgets, Financial Reporting, Financial Analysis, Financial Modeling, Variance Analysis, Strategic Financial..., Managerial Finance, Forecasting, Accounting, Hyperion Enterprise, Financial Forecasting
Education
Towson University 2008 — 2010
Bachelor of Science, Finance
Calvert Hall College High School 2001 — 2005
L-3 Communications March 2015 - Present
L-3 Communications June 2014 - March 2015
BAE Systems February 2013 - May 2014
BAE Systems April 2011 - January 2013
Department of Public Safety and Correctional Services June 2010 - April 2011
Morgan Stanley Smith Barney January 2010 - May 2010
Skills
Finance, Analysis, Budgets, Financial Reporting, Financial Analysis, Financial Modeling, Variance Analysis, Strategic Financial..., Managerial Finance, Forecasting, Accounting, Hyperion Enterprise, Financial Forecasting
Education
Towson University 2008 — 2010
Bachelor of Science, Finance
Calvert Hall College High School 2001 — 2005
Mary Uslander's Morgan Stanley Smith Barney Experience June 2009 - July 2010
Job Board Member at Women Networking in Electronic Transactions (W.net)
Industry Financial Services
Experience
First Data Corporation August 2014 - Present
Merrill Lynch August 2010 - Present
Morgan Stanley Smith Barney June 2009 - July 2010
Citigroup Smith Barney July 2000 - June 2009
Paine Webber December 1995 - July 2000
Kidder Peabody May 1985 - December 1995
Skills
Financial Services, Management, Strategy, Banking, CRM, Wealth Management, Portfolio Management, Series 63, New Business Development, Leadership, Series 7, Product Development, Marketing, Credit, Program Management, SDLC, Vendor Management, Equities, Integration, Retail Banking, Project Management, Securities, Investments, Mergers & Acquisitions, Business Analysis, Team Building
Education
New York Restaurant School
Culinary Arts/Chef Training
Tufts University
Psychology/Community Health, Psychology
First Data Corporation August 2014 - Present
Merrill Lynch August 2010 - Present
Morgan Stanley Smith Barney June 2009 - July 2010
Citigroup Smith Barney July 2000 - June 2009
Paine Webber December 1995 - July 2000
Kidder Peabody May 1985 - December 1995
Skills
Financial Services, Management, Strategy, Banking, CRM, Wealth Management, Portfolio Management, Series 63, New Business Development, Leadership, Series 7, Product Development, Marketing, Credit, Program Management, SDLC, Vendor Management, Equities, Integration, Retail Banking, Project Management, Securities, Investments, Mergers & Acquisitions, Business Analysis, Team Building
Education
New York Restaurant School
Culinary Arts/Chef Training
Tufts University
Psychology/Community Health, Psychology
Dale Boettcher, MBA's Morgan Stanley Smith Barney Experience January 1996 - May 2010
Job
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 1996 - May 2010
Education
Troy University
B.S., Business Admin, Business
University of Phoenix
MBA, Buiness
Morgan Stanley Smith Barney January 1996 - May 2010
Education
Troy University
B.S., Business Admin, Business
University of Phoenix
MBA, Buiness
Paul C. Attinello's Morgan Stanley Smith Barney Experience November 2011 - May 2012
Job Senior Elite District Manager at ADP
Industry Human Resources
Experience
ADP May 2013 - Present
Euler Hermes North America June 2012 - May 2013
Morgan Stanley Smith Barney November 2011 - May 2012
Wykagyl Country Club May 2007 - September 2010
Skills
Microsoft Office, Microsoft Project, Sales Management, Excel, Word, PowerPoint, Outlook, SPSS, Social Media, Consultative Selling..., Cold Calling, ADP Payroll, Human Resources, Workers Compensation, Analysis, Business Development, Microsoft Excel, Microsoft Word, Risk Management, Teamwork, MS Project, Leadership, Salesforce.com
Education
Towson University 2008 — 2012
Business Administration, Project Management Business Analysis
Towson University 2008 — 2012
Bachelor of Business Administration (BBA), Project Management and Business Analysis
ADP May 2013 - Present
Euler Hermes North America June 2012 - May 2013
Morgan Stanley Smith Barney November 2011 - May 2012
Wykagyl Country Club May 2007 - September 2010
Skills
Microsoft Office, Microsoft Project, Sales Management, Excel, Word, PowerPoint, Outlook, SPSS, Social Media, Consultative Selling..., Cold Calling, ADP Payroll, Human Resources, Workers Compensation, Analysis, Business Development, Microsoft Excel, Microsoft Word, Risk Management, Teamwork, MS Project, Leadership, Salesforce.com
Education
Towson University 2008 — 2012
Business Administration, Project Management Business Analysis
Towson University 2008 — 2012
Bachelor of Business Administration (BBA), Project Management and Business Analysis
Andrew Catellier's Morgan Stanley Smith Barney Experience January 2010 - March 2010
Job Underwriting Assistant at Huntersure, LLC
Industry Insurance
Experience
Huntersure, LLC March 2013 - Present
EmblemHealth March 2012 - February 2013
ConnectiCare October 2010 - March 2012
Morgan Stanley Smith Barney January 2010 - March 2010
Education
Union College 2006 — 2010
B.A., Economics
Clayton A. Bouton High School 2003 — 2006
Real Estate Education Center
Huntersure, LLC March 2013 - Present
EmblemHealth March 2012 - February 2013
ConnectiCare October 2010 - March 2012
Morgan Stanley Smith Barney January 2010 - March 2010
Education
Union College 2006 — 2010
B.A., Economics
Clayton A. Bouton High School 2003 — 2006
Real Estate Education Center
Matt Santora's Morgan Stanley Smith Barney Experience June 2011 - May 2012
Job Regional Consultant at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein June 2012 - Present
Morgan Stanley Smith Barney June 2011 - May 2012
Weeden & Co July 2009 - August 2009
Education
Trinity College-Hartford 2007 — 2011
Bachelor of Science, Economics
Staples High School 2003 — 2007
AllianceBernstein June 2012 - Present
Morgan Stanley Smith Barney June 2011 - May 2012
Weeden & Co July 2009 - August 2009
Education
Trinity College-Hartford 2007 — 2011
Bachelor of Science, Economics
Staples High School 2003 — 2007
Samantha Pfotenhauer's Morgan Stanley Smith Barney Experience May 2011 - August 2011
Job J.D. Candidate 2017, Tulane University Law School
Industry Law Practice
Experience
Kean Miller LLP June 2015 - August 2015
Defenders of Wildlife May 2015 - June 2015
Currituck County: Planning and Zoning Division August 2013 - December 2013
North Carolina Botanical Garden May 2013 - August 2013
Morgan Stanley Smith Barney May 2011 - August 2011
Education
Tulane University Law School 2014 — 2017
J.D. Candidate 2017
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Arts (B.A.), Environmental Studies
UNC Coastal Studies Institute
Coastal Studies
Kean Miller LLP June 2015 - August 2015
Defenders of Wildlife May 2015 - June 2015
Currituck County: Planning and Zoning Division August 2013 - December 2013
North Carolina Botanical Garden May 2013 - August 2013
Morgan Stanley Smith Barney May 2011 - August 2011
Education
Tulane University Law School 2014 — 2017
J.D. Candidate 2017
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Arts (B.A.), Environmental Studies
UNC Coastal Studies Institute
Coastal Studies
jieyin zeng's Morgan Stanley Smith Barney Experience 2011 - 2011
Job
Industry
Experience
Morgan Stanley Smith Barney 2011 - 2011
Skills
Matlab, Microsoft Excel, SQL, Data Analysis, R
Education
Tsinghua University
University of California, Davis
Morgan Stanley Smith Barney 2011 - 2011
Skills
Matlab, Microsoft Excel, SQL, Data Analysis, R
Education
Tsinghua University
University of California, Davis
Mallory Hanig's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job Wealth Management Professional
Industry Financial Services
Experience
The Northern Trust Company April 2013 - June 2015
THYRA Global Technology Fund November 2012 - April 2013
HighTower May 2011 - November 2012
Morgan Stanley Smith Barney June 2010 - August 2010
New York Times T Magazine June 2009 - August 2009
Education
Trinity College-Hartford 2007 — 2011
Bachelor of Science, Economics
The Northern Trust Company April 2013 - June 2015
THYRA Global Technology Fund November 2012 - April 2013
HighTower May 2011 - November 2012
Morgan Stanley Smith Barney June 2010 - August 2010
New York Times T Magazine June 2009 - August 2009
Education
Trinity College-Hartford 2007 — 2011
Bachelor of Science, Economics
Brian Bittner's Morgan Stanley Smith Barney Experience February 1997 - August 1997
Job Assistant Manager of Financial Reporting at American Honda Motor Company, Inc.
Industry Automotive
Experience
American Honda Motor Company, Inc. February 2007 - Present
American Honda Motor Company, Inc. January 2004 - January 2007
Reliant Energy June 2002 - August 2003
Milken Institute January 1998 - June 2000
Morgan Stanley Smith Barney February 1997 - August 1997
Paine Webber August 1996 - January 1997
Hyundai Merchant Marine April 1994 - July 1996
Skills
Analysis, Financial Reporting, Finance
Education
Tulane University - A.B. Freeman School of Business 2000 — 2002
MBA, Finance & Information Systems
Tulane University - A.B. Freeman School of Business 2000 — 2002
MACCT, Financial Accounting
University of California, Los Angeles
BA, International Relations
American Honda Motor Company, Inc. February 2007 - Present
American Honda Motor Company, Inc. January 2004 - January 2007
Reliant Energy June 2002 - August 2003
Milken Institute January 1998 - June 2000
Morgan Stanley Smith Barney February 1997 - August 1997
Paine Webber August 1996 - January 1997
Hyundai Merchant Marine April 1994 - July 1996
Skills
Analysis, Financial Reporting, Finance
Education
Tulane University - A.B. Freeman School of Business 2000 — 2002
MBA, Finance & Information Systems
Tulane University - A.B. Freeman School of Business 2000 — 2002
MACCT, Financial Accounting
University of California, Los Angeles
BA, International Relations
Mitch Herman's Morgan Stanley Smith Barney Experience 2006 - Present
Job Executive Director at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2006 - Present
JP Morgan Chase June 2005 - February 2006
Wachovia Securities (Formerly Prudential Securities) December 1991 - February 2005
Skills
Program Management, Wealth Management, Integration
Education
Tulane University Law School 1985 — 1988
JD
Tulane University 1981 — 1985
BA with Honors, History
Morgan Stanley Smith Barney 2006 - Present
JP Morgan Chase June 2005 - February 2006
Wachovia Securities (Formerly Prudential Securities) December 1991 - February 2005
Skills
Program Management, Wealth Management, Integration
Education
Tulane University Law School 1985 — 1988
JD
Tulane University 1981 — 1985
BA with Honors, History
Ayushman Pradhan's Morgan Stanley Smith Barney Experience January 2011 - May 2011
Job Financial Services Professional
Industry Financial Services
Experience
Liquidity Services, Inc July 2011 - Present
Morgan Stanley Smith Barney January 2011 - May 2011
Financial Strategies, Inc. June 2010 - August 2010
Education
Towson University 2007 — 2011
Bachelors of Science, Business Adminstartion with a concentration in Finance
Liquidity Services, Inc July 2011 - Present
Morgan Stanley Smith Barney January 2011 - May 2011
Financial Strategies, Inc. June 2010 - August 2010
Education
Towson University 2007 — 2011
Bachelors of Science, Business Adminstartion with a concentration in Finance
Douglas Stern's Morgan Stanley Smith Barney Experience June 2005 - March 2007
Job Law Practice Professional
Industry Law Practice
Experience
Connecticut State's Attorney May 2010 - August 2010
Bronx County Criminal Court May 2009 - July 2009
Morgan Stanley Smith Barney June 2005 - March 2007
Carico International May 2004 - September 2004
Education
Tulane Law School 2008 — 2011
Juris Doctor, Criminal, International, General Studies
Vanderbilt University 2001 — 2005
BS / BA, Human and Organizational Development, English - Literary Studies
Connecticut State's Attorney May 2010 - August 2010
Bronx County Criminal Court May 2009 - July 2009
Morgan Stanley Smith Barney June 2005 - March 2007
Carico International May 2004 - September 2004
Education
Tulane Law School 2008 — 2011
Juris Doctor, Criminal, International, General Studies
Vanderbilt University 2001 — 2005
BS / BA, Human and Organizational Development, English - Literary Studies
Spencer Sligh's Morgan Stanley Smith Barney Experience August 2010 - April 2012
Job Financial Advisor
Industry Financial Services
Experience
McLemore Financial Group June 2015 - Present
USAA May 2012 - June 2015
Morgan Stanley Smith Barney August 2010 - April 2012
United States Air Force August 2007 - July 2010
Education
US Air Force Academy 2003 — 2007
BS, Operations Research
McLemore Financial Group June 2015 - Present
USAA May 2012 - June 2015
Morgan Stanley Smith Barney August 2010 - April 2012
United States Air Force August 2007 - July 2010
Education
US Air Force Academy 2003 — 2007
BS, Operations Research
Jeremy Ulan's Morgan Stanley Smith Barney Experience 2008 - 2010
Job Vice President Strategy & Corporate Development at MSCI Inc.
Industry Financial Services
Experience
MSCI Inc. April 2014 - Present
MSCI Inc. September 2010 - Present
Morgan Stanley Smith Barney 2008 - 2010
Skills
Financial Modeling, Business Strategy, Asset Management, Finance, Financial Analysis, Investments, Portfolio Management, Valuation, Corporate Development, Fixed Income, Investment Banking, Corporate Finance, Capital Markets, Strategy
Education
Trinity College-Hartford 2004 — 2008
Bachelor of Arts, Economics & Jewish Studies
MSCI Inc. April 2014 - Present
MSCI Inc. September 2010 - Present
Morgan Stanley Smith Barney 2008 - 2010
Skills
Financial Modeling, Business Strategy, Asset Management, Finance, Financial Analysis, Investments, Portfolio Management, Valuation, Corporate Development, Fixed Income, Investment Banking, Corporate Finance, Capital Markets, Strategy
Education
Trinity College-Hartford 2004 — 2008
Bachelor of Arts, Economics & Jewish Studies
Marcela Galvan's Morgan Stanley Smith Barney Experience July 2005 - July 2009
Job Client Service Associate at Citigroup
Industry Financial Services
Experience
Citigroup December 2010 - Present
JPMorgan Chase September 2009 - November 2010
Morgan Stanley Smith Barney July 2005 - July 2009
Education
Universidad Nacional Autonoma de Mexico
Bachelor in Science, Biology
Citigroup December 2010 - Present
JPMorgan Chase September 2009 - November 2010
Morgan Stanley Smith Barney July 2005 - July 2009
Education
Universidad Nacional Autonoma de Mexico
Bachelor in Science, Biology
Claudio Duboy's Morgan Stanley Smith Barney Experience June 2012 - Present
Job Managing Director at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2012 - Present
UBS August 2005 - Present
UBS July 2005 - Present
J.P. Morgan 1994 - 2005
Skills
Fixed Income, Series 7, Equities, English, Alternative Investments, Estate Planning, Commercial Lending, Asset Allocation, Client, Sales Process, Management, Coaching, Series 66
Education
Universidad de Chile
Morgan Stanley Smith Barney June 2012 - Present
UBS August 2005 - Present
UBS July 2005 - Present
J.P. Morgan 1994 - 2005
Skills
Fixed Income, Series 7, Equities, English, Alternative Investments, Estate Planning, Commercial Lending, Asset Allocation, Client, Sales Process, Management, Coaching, Series 66
Education
Universidad de Chile
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.