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
Alan Kreuzberger Alan Kreuzberger's Morgan Stanley Smith Barney Experience March 2010 - July 2011
Job AVP, Portfolio Strategy Consultant at Envestnet, Inc
Industry Investment Management
Experience
Envestnet, Inc January 2015 - Present
Envestnet, Inc October 2013 - December 2014
Fidelity Investments September 2011 - June 2013
Morgan Stanley Smith Barney March 2010 - July 2011
Adelante Capital Management September 2006 - March 2010
Skills
Real Estate, Investment Management, Investments, Alternative Investments, Securities, Business Strategy, Wealth Management, Series 7, Series 66, Insurance, Finance, Portfolio Management
Education
Sonoma Valley High School
University of Arizona
Economics, Business Administration and Management, General
Envestnet, Inc January 2015 - Present
Envestnet, Inc October 2013 - December 2014
Fidelity Investments September 2011 - June 2013
Morgan Stanley Smith Barney March 2010 - July 2011
Adelante Capital Management September 2006 - March 2010
Skills
Real Estate, Investment Management, Investments, Alternative Investments, Securities, Business Strategy, Wealth Management, Series 7, Series 66, Insurance, Finance, Portfolio Management
Education
Sonoma Valley High School
University of Arizona
Economics, Business Administration and Management, General
Nick Ravden Nick Ravden's Morgan Stanley Smith Barney Experience December 2010 - December 2011
Job Director, Client Advisor and Portfolio Manager at Boston Private Wealth
Industry Financial Services
Experience
Boston Private Wealth April 2014 - Present
Finch's Bistro and Wine Bar January 2011 - May 2015
University of Southern California 2013 - 2015
University of Southern California 2013 - 2015
Bank of America Merrill Lynch January 2012 - April 2014
University of Southern California 2013 - 2014
Morgan Stanley Smith Barney December 2010 - December 2011
Direct Access Partners December 2008 - October 2010
Merrill Lynch April 2005 - October 2008
UBS Investment Bank October 2001 - April 2005
Skills
Financial Goals, Series 7, Equities, Securities Lending, Portfolio Management, Bonds, Derivatives, Securities, Fixed Income, Bloomberg, Settlement, Alternative Investments, Hedge Funds, Investments, Finance, ETFs, Trading, Series 63, Mutual Funds, Capital Markets, Equity Trading, Asset Allocation, Wealth Management, Prime Brokerage, Swaps, Investment Strategies, Investment Advisory, Bloomberg Terminal, Financial Markets, Asset Management, Trading Systems, Valuation
Education
University of Southern California - Marshall School of Business 2013 — 2016
Master of Business Administration (MBA), Investment Analysis and Portfolio Management; Entrepreneurship
University of Arizona 1996 — 2000
B.S., Finance
Boston Private Wealth April 2014 - Present
Finch's Bistro and Wine Bar January 2011 - May 2015
University of Southern California 2013 - 2015
University of Southern California 2013 - 2015
Bank of America Merrill Lynch January 2012 - April 2014
University of Southern California 2013 - 2014
Morgan Stanley Smith Barney December 2010 - December 2011
Direct Access Partners December 2008 - October 2010
Merrill Lynch April 2005 - October 2008
UBS Investment Bank October 2001 - April 2005
Skills
Financial Goals, Series 7, Equities, Securities Lending, Portfolio Management, Bonds, Derivatives, Securities, Fixed Income, Bloomberg, Settlement, Alternative Investments, Hedge Funds, Investments, Finance, ETFs, Trading, Series 63, Mutual Funds, Capital Markets, Equity Trading, Asset Allocation, Wealth Management, Prime Brokerage, Swaps, Investment Strategies, Investment Advisory, Bloomberg Terminal, Financial Markets, Asset Management, Trading Systems, Valuation
Education
University of Southern California - Marshall School of Business 2013 — 2016
Master of Business Administration (MBA), Investment Analysis and Portfolio Management; Entrepreneurship
University of Arizona 1996 — 2000
B.S., Finance
Jamie Reichenbaum Jamie Reichenbaum's Morgan Stanley Smith Barney Experience May 2009 - August 2009
Job Assistant Buyer at ideel
Industry Retail
Experience
Ideel Inc March 2014 - Present
Ideel Inc August 2013 - March 2014
Ideel Inc October 2012 - August 2013
INTERMIX May 2011 - August 2011
Seamless Showroom May 2010 - August 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Retail, PowerPoint, Microsoft Excel, Customer Service, Microsoft Office, Research, Merchandising, Microsoft Word, Sales, Marketing, Social Media Marketing, Social Media, Facebook, Social Networking, Fashion, Visual Merchandising, Event Planning, Inventory Management, Trend Forecasting, Vendor Relations, Trend, Time Management
Education
University of Arizona 2008 — 2012
Bachelor of Science, Retailing and Consumer Sciences, Business Administration
Byram Hills High School 2004 — 2008
Ideel Inc March 2014 - Present
Ideel Inc August 2013 - March 2014
Ideel Inc October 2012 - August 2013
INTERMIX May 2011 - August 2011
Seamless Showroom May 2010 - August 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Retail, PowerPoint, Microsoft Excel, Customer Service, Microsoft Office, Research, Merchandising, Microsoft Word, Sales, Marketing, Social Media Marketing, Social Media, Facebook, Social Networking, Fashion, Visual Merchandising, Event Planning, Inventory Management, Trend Forecasting, Vendor Relations, Trend, Time Management
Education
University of Arizona 2008 — 2012
Bachelor of Science, Retailing and Consumer Sciences, Business Administration
Byram Hills High School 2004 — 2008
Jon Lehmann Jon Lehmann's Morgan Stanley Smith Barney Experience February 2011 - November 2011
Job Helping Companies become Data Driven businesses
Industry Information Technology and Services
Experience
New Relic, Inc. August 2015 - Present
JPMorgan Chase Bank N.A. March 2012 - August 2014
JPMorgan Chase Bank N.A. December 2011 - March 2012
Morgan Stanley Smith Barney February 2011 - November 2011
Nordstrom September 2008 - January 2011
Skills
Economics, Microsoft Office, Spanish, Customer Service, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Analysis, Research, Teamwork, Team Leadership, Vendas, Espanhol
Education
University of California, Davis 2003 — 2008
B.A., International Relations, Spanish
Université Michel de Montaigne (Bordeaux 3) 2007 — 2007
Certificate in French Language and Culture, French Language and Culture
New Relic, Inc. August 2015 - Present
JPMorgan Chase Bank N.A. March 2012 - August 2014
JPMorgan Chase Bank N.A. December 2011 - March 2012
Morgan Stanley Smith Barney February 2011 - November 2011
Nordstrom September 2008 - January 2011
Skills
Economics, Microsoft Office, Spanish, Customer Service, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Analysis, Research, Teamwork, Team Leadership, Vendas, Espanhol
Education
University of California, Davis 2003 — 2008
B.A., International Relations, Spanish
Université Michel de Montaigne (Bordeaux 3) 2007 — 2007
Certificate in French Language and Culture, French Language and Culture
Rachel Bingbai Hou Rachel Bingbai Hou's Morgan Stanley Smith Barney Experience January 2009 - May 2009
Job Strategy Consultant at Accenture
Industry Management Consulting
Experience
Accenture September 2015 - Present
Prudential Financial June 2014 - August 2014
State Grid International Development 2009 - 2013
State Grid Brasil Transmissão March 2011 - September 2011
Morgan Stanley Smith Barney January 2009 - May 2009
KPMG June 2008 - August 2008
Skills
Mergers & Acquisitions, Financial Analysis, Corporate Development, Financial Modeling, Due Diligence, Capital Markets, Credit Rating, Strategic Financial..., Investments, Portfolio Management, Equity Research, Investment Banking, Finance
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
University of California, Berkeley 2006 — 2009
BA
Accenture September 2015 - Present
Prudential Financial June 2014 - August 2014
State Grid International Development 2009 - 2013
State Grid Brasil Transmissão March 2011 - September 2011
Morgan Stanley Smith Barney January 2009 - May 2009
KPMG June 2008 - August 2008
Skills
Mergers & Acquisitions, Financial Analysis, Corporate Development, Financial Modeling, Due Diligence, Capital Markets, Credit Rating, Strategic Financial..., Investments, Portfolio Management, Equity Research, Investment Banking, Finance
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
University of California, Berkeley 2006 — 2009
BA
Larry Yu's Morgan Stanley Smith Barney Experience December 2011 - February 2012
Job Relationship Associate at Credit Suisse
Industry Financial Services
Experience
Lending Club December 2014 - Present
Credit Suisse February 2012 - October 2014
Morgan Stanley Smith Barney December 2011 - February 2012
Advanced Equities June 2011 - December 2011
Skills
Wealth Management, Asset Allocation, Financial Analysis, Capital Markets, Economics, Finance, Strategy, Alternative Investments, Bloomberg, Data Analysis, Banking, Investments, Financial Modeling
Education
University of California, Berkeley 2007 — 2011
BA, Economics
Lending Club December 2014 - Present
Credit Suisse February 2012 - October 2014
Morgan Stanley Smith Barney December 2011 - February 2012
Advanced Equities June 2011 - December 2011
Skills
Wealth Management, Asset Allocation, Financial Analysis, Capital Markets, Economics, Finance, Strategy, Alternative Investments, Bloomberg, Data Analysis, Banking, Investments, Financial Modeling
Education
University of California, Berkeley 2007 — 2011
BA, Economics
Carol Ann Clark's Morgan Stanley Smith Barney Experience November 2011 - May 2013
Job Senior Executive Assistant, Sales & Marketing The Americas
Industry Hospitality
Experience
Marriott International January 2015 - Present
RBC Wealth Management March 2014 - January 2015
Morgan Stanley Wealth Management May 2013 - March 2014
Morgan Stanley Smith Barney November 2011 - May 2013
Morgan Stanley Smith Barney May 2010 - June 2011
Omni Shoreham Hotel June 2009 - May 2010
Skills
Customer Service, Event Planning, Hotels, Event Management, Food, Front Office, Hospitality, Hospitality Industry, Leadership, Management, Marketing, Marketing Strategy, Microsoft Excel, Microsoft Office, Microsoft Word, Sales, Social Media
Education
University of Alabama 2004 — 2008
Bachelor, Hospitality Management
Marriott International January 2015 - Present
RBC Wealth Management March 2014 - January 2015
Morgan Stanley Wealth Management May 2013 - March 2014
Morgan Stanley Smith Barney November 2011 - May 2013
Morgan Stanley Smith Barney May 2010 - June 2011
Omni Shoreham Hotel June 2009 - May 2010
Skills
Customer Service, Event Planning, Hotels, Event Management, Food, Front Office, Hospitality, Hospitality Industry, Leadership, Management, Marketing, Marketing Strategy, Microsoft Excel, Microsoft Office, Microsoft Word, Sales, Social Media
Education
University of Alabama 2004 — 2008
Bachelor, Hospitality Management
Christopher Gargano Christopher Gargano's Morgan Stanley Smith Barney Experience June 2009 - November 2010
Job Vice President Compliance Testing
Industry Financial Services
Experience
Morgan Stanley February 2015 - Present
Citi October 2013 - February 2015
Citigroup April 2011 - September 2013
New York Life Insurance Company November 2010 - April 2011
Morgan Stanley Smith Barney June 2009 - November 2010
Smith Barney November 2005 - June 2009
JPMorgan Chase January 2005 - November 2005
Smith Barney June 2002 - December 2004
Skills
Securities, Mutual Funds, Trading, Investments, Insurance, Investment Advisory, Portfolio Management, Banking, Investment Management, FINRA, Wealth Management, Series 7, AML, Financial Advisory, Fixed Annuities, Risk Management, Equities, Hedge Funds
Education
SUNY Albany 1998 — 2002
Bachelor's of Science, Economics / Business
Morgan Stanley February 2015 - Present
Citi October 2013 - February 2015
Citigroup April 2011 - September 2013
New York Life Insurance Company November 2010 - April 2011
Morgan Stanley Smith Barney June 2009 - November 2010
Smith Barney November 2005 - June 2009
JPMorgan Chase January 2005 - November 2005
Smith Barney June 2002 - December 2004
Skills
Securities, Mutual Funds, Trading, Investments, Insurance, Investment Advisory, Portfolio Management, Banking, Investment Management, FINRA, Wealth Management, Series 7, AML, Financial Advisory, Fixed Annuities, Risk Management, Equities, Hedge Funds
Education
SUNY Albany 1998 — 2002
Bachelor's of Science, Economics / Business
Nathan Parmelee Nathan Parmelee's Morgan Stanley Smith Barney Experience January 2010 - October 2010
Job Marketing & Talent Director
Industry Entertainment
Experience
Redding Civic Auditorium January 2013 - Present
Record Searchlight DATE Magazine September 2011 - January 2013
Juneau Empire January 2011 - August 2011
Merrill Lynch October 2010 - January 2011
Morgan Stanley Smith Barney January 2010 - October 2010
Residential Mortgage, LLC September 2007 - January 2010
Juneau Empire January 2007 - August 2007
Juneau Empire July 1999 - December 2006
Skills
Consultative Sales..., Mobile Advertising, Online Advertising, Advertising Management, Print Advertising Sales, Search Engine Marketing, Loan Origination, Advertising, SEM, Public Relations, Press Releases, Sales, Social Media, Marketing, Sales Management, Customer Service, Advertising Sales, Marketing Strategy, Management, Email Marketing, CRM, Social Networking, Online Marketing, Creative Direction, Lead Generation, Facebook, Digital Media, SEO, Social Media Marketing, Direct Marketing, Media Relations, Media Planning, Media Buying, Google Analytics, Newsletters, Digital Marketing
Education
University of Alaska Southeast 1995 — 1997
Art & Communications Emphasis, Liberal Arts
Bossier College 1992 — 1995
General Studies
Redding Civic Auditorium January 2013 - Present
Record Searchlight DATE Magazine September 2011 - January 2013
Juneau Empire January 2011 - August 2011
Merrill Lynch October 2010 - January 2011
Morgan Stanley Smith Barney January 2010 - October 2010
Residential Mortgage, LLC September 2007 - January 2010
Juneau Empire January 2007 - August 2007
Juneau Empire July 1999 - December 2006
Skills
Consultative Sales..., Mobile Advertising, Online Advertising, Advertising Management, Print Advertising Sales, Search Engine Marketing, Loan Origination, Advertising, SEM, Public Relations, Press Releases, Sales, Social Media, Marketing, Sales Management, Customer Service, Advertising Sales, Marketing Strategy, Management, Email Marketing, CRM, Social Networking, Online Marketing, Creative Direction, Lead Generation, Facebook, Digital Media, SEO, Social Media Marketing, Direct Marketing, Media Relations, Media Planning, Media Buying, Google Analytics, Newsletters, Digital Marketing
Education
University of Alaska Southeast 1995 — 1997
Art & Communications Emphasis, Liberal Arts
Bossier College 1992 — 1995
General Studies
Ryan Reiger Ryan Reiger's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Capital Markets Associate at BlackRock
Industry Financial Services
Experience
BlackRock November 2014 - Present
BlackRock April 2013 - Present
Bloomberg August 2011 - April 2013
Bloomberg July 2010 - August 2011
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Bloomberg Terminal, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Visual Basic, Bloomberg, Fixed Income, Portfolio Management, Valuation, Investments, Financial Risk, Credit, Equities, Financial Markets, International Investment, Securitization, ETFs, Tableau, SQL, Capital Markets, Finance, Securities, Analytics, Bonds
Education
University of Arizona 2008 — 2010
BS, Finance
California Maritime Academy 2006 — 2008
BS, Logistics and International Business
BlackRock November 2014 - Present
BlackRock April 2013 - Present
Bloomberg August 2011 - April 2013
Bloomberg July 2010 - August 2011
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Bloomberg Terminal, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Visual Basic, Bloomberg, Fixed Income, Portfolio Management, Valuation, Investments, Financial Risk, Credit, Equities, Financial Markets, International Investment, Securitization, ETFs, Tableau, SQL, Capital Markets, Finance, Securities, Analytics, Bonds
Education
University of Arizona 2008 — 2010
BS, Finance
California Maritime Academy 2006 — 2008
BS, Logistics and International Business
As'ad Bahbah As'ad Bahbah's Morgan Stanley Smith Barney Experience June 2010 - January 2012
Job Financial Advisor at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. January 2012 - Present
Morgan Stanley Smith Barney June 2010 - January 2012
Coldwell Banker August 2008 - June 2010
Office of Congressman Darrell Issa June 2009 - July 2009
Education
University of Arizona, Eller College of Management 2006 — 2010
Bachelor of Science, Business Administration; Marketing
Brophy College Preparatory 2002 — 2006
High School Diploma
UBS Financial Services, Inc. January 2012 - Present
Morgan Stanley Smith Barney June 2010 - January 2012
Coldwell Banker August 2008 - June 2010
Office of Congressman Darrell Issa June 2009 - July 2009
Education
University of Arizona, Eller College of Management 2006 — 2010
Bachelor of Science, Business Administration; Marketing
Brophy College Preparatory 2002 — 2006
High School Diploma
Robert Dressler Robert Dressler's Morgan Stanley Smith Barney Experience March 2001 - 2011
Job Regional Brokerage Manager / Senior Vice President / Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2011 - Present
Morgan Stanley Smith Barney March 2001 - 2011
Morgan Stanley December 1998 - March 2001
Morgan Stanley Dean Witter December 1991 - December 1998
Dean Witter December 1983 - December 1991
Skills
Recruiting, Sales Management, Risk Management, Retirement Planning, Team Building, Negotiation, Business Strategy, Hiring, Customer Relations, Compliance, Business Planning, Loans
Education
University of Arizona
BS, Management / Marketing
University of Pennsylvania - The Wharton School
Executive Education, Financial Markets / Economics
Wells Fargo Advisors, LLC February 2011 - Present
Morgan Stanley Smith Barney March 2001 - 2011
Morgan Stanley December 1998 - March 2001
Morgan Stanley Dean Witter December 1991 - December 1998
Dean Witter December 1983 - December 1991
Skills
Recruiting, Sales Management, Risk Management, Retirement Planning, Team Building, Negotiation, Business Strategy, Hiring, Customer Relations, Compliance, Business Planning, Loans
Education
University of Arizona
BS, Management / Marketing
University of Pennsylvania - The Wharton School
Executive Education, Financial Markets / Economics
Jesse Zellner Jesse Zellner's Morgan Stanley Smith Barney Experience June 2008 - August 2008
Job Vice President at Zellner Construction Services, LLC
Industry Construction
Experience
Zellner Construction Services, LLC June 2010 - Present
Turner Industries June 2009 - August 2009
Morgan Stanley Smith Barney June 2008 - August 2008
Vector Marketing June 2006 - August 2006
Zellner Construction Services, LLC June 2005 - August 2005
Zellner Construction Services, LLC June 2004 - August 2004
Skills
Construction Management, Contractors, Subcontracting, Pre-construction, Value Engineering, Contract Negotiation, Green Building, Design-Build, Submittals, Project Estimation, Construction, Change Orders, Renovation, Project Bidding, LEED, Contract Management, Budgets, Project Planning, Restoration, Construction Safety, Constructability, Tenant Improvement, Project Control, Estimates, Cost Control, Cost Management, Construction Drawings, Concrete
Education
University of Alabama 2006 — 2010
Bachelor of Science, Commerce and Business Administration, Construction Engineering
MUS
Zellner Construction Services, LLC June 2010 - Present
Turner Industries June 2009 - August 2009
Morgan Stanley Smith Barney June 2008 - August 2008
Vector Marketing June 2006 - August 2006
Zellner Construction Services, LLC June 2005 - August 2005
Zellner Construction Services, LLC June 2004 - August 2004
Skills
Construction Management, Contractors, Subcontracting, Pre-construction, Value Engineering, Contract Negotiation, Green Building, Design-Build, Submittals, Project Estimation, Construction, Change Orders, Renovation, Project Bidding, LEED, Contract Management, Budgets, Project Planning, Restoration, Construction Safety, Constructability, Tenant Improvement, Project Control, Estimates, Cost Control, Cost Management, Construction Drawings, Concrete
Education
University of Alabama 2006 — 2010
Bachelor of Science, Commerce and Business Administration, Construction Engineering
MUS
Alison Garrett Alison Garrett's Morgan Stanley Smith Barney Experience July 2009 - April 2011
Job Head of Content Strategy at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley Wealth Management May 2011 - December 2013
Morgan Stanley Smith Barney July 2009 - April 2011
Citi Smith Barney September 2005 - June 2009
Skills
New Media Strategy, Social Media Marketing, Community Management, Content Marketing, Web Content Management, Enterprise Content..., Process Improvement, Project Management, Conference Speaking, Public Speaking
Education
University of Arizona 1998 — 2002
Bachelor of Science (B.S.), Business Administration
Morgan Stanley January 2014 - Present
Morgan Stanley Wealth Management May 2011 - December 2013
Morgan Stanley Smith Barney July 2009 - April 2011
Citi Smith Barney September 2005 - June 2009
Skills
New Media Strategy, Social Media Marketing, Community Management, Content Marketing, Web Content Management, Enterprise Content..., Process Improvement, Project Management, Conference Speaking, Public Speaking
Education
University of Arizona 1998 — 2002
Bachelor of Science (B.S.), Business Administration
Brandon DiCesare Brandon DiCesare's Morgan Stanley Smith Barney Experience January 2005 - August 2008
Job Vice President at Optima Benefits and Payroll
Industry Insurance
Experience
Optima Benefits and Payroll August 2008 - Present
Morgan Stanley Smith Barney January 2005 - August 2008
De Angelis Godo Italian Baseball 2004 - 2005
Skills
Insurance, Retirement Planning, Disability Insurance, Strategic Financial..., Wealth Management, Employee Benefits, Benefits Administration, Health Insurance, CRM, Life Insurance, Retirement, Fixed Annuities, Investments, Underwriting, 401k, Long-term Care, Series 63, Series 7, Mutual Funds, Estate Planning, Long Term Care Insurance, Investment Advisory, Asset Allocation, Series 6, 401k Rollovers, Investment Strategies, Securities, Loans, Finance, Risk Management, Brokers, Mortgage Lending, Wealth Accumulation, Health Savings Accounts, Term Life Insurance, Commercial Insurance, IRAs, Workers Compensation, Small Business, Medicare, Property & Casualty...
Education
University at Buffalo 1999 — 2003
BS, Business
Optima Benefits and Payroll August 2008 - Present
Morgan Stanley Smith Barney January 2005 - August 2008
De Angelis Godo Italian Baseball 2004 - 2005
Skills
Insurance, Retirement Planning, Disability Insurance, Strategic Financial..., Wealth Management, Employee Benefits, Benefits Administration, Health Insurance, CRM, Life Insurance, Retirement, Fixed Annuities, Investments, Underwriting, 401k, Long-term Care, Series 63, Series 7, Mutual Funds, Estate Planning, Long Term Care Insurance, Investment Advisory, Asset Allocation, Series 6, 401k Rollovers, Investment Strategies, Securities, Loans, Finance, Risk Management, Brokers, Mortgage Lending, Wealth Accumulation, Health Savings Accounts, Term Life Insurance, Commercial Insurance, IRAs, Workers Compensation, Small Business, Medicare, Property & Casualty...
Education
University at Buffalo 1999 — 2003
BS, Business
Tim Fortner Tim Fortner's Morgan Stanley Smith Barney Experience March 1992 - September 2011
Job Senior Vice President Complex Manager at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC. September 2011 - Present
Morgan Stanley Smith Barney March 1992 - September 2011
Skills
Wealth Management, Investments, Series 7, Mutual Funds, Asset Allocation, Retirement Planning, Alternative Investments, Series 63, Portfolio Management, Securities
Education
University of Arkansas at Fayetteville
BSBA, Banking & Finance
Wells Fargo Advisors, LLC. September 2011 - Present
Morgan Stanley Smith Barney March 1992 - September 2011
Skills
Wealth Management, Investments, Series 7, Mutual Funds, Asset Allocation, Retirement Planning, Alternative Investments, Series 63, Portfolio Management, Securities
Education
University of Arkansas at Fayetteville
BSBA, Banking & Finance
Stacy Saavedra Stacy Saavedra's Morgan Stanley Smith Barney Experience October 1994 - October 2006
Job Client Service Assistant VALIC Financial Advisors
Industry Financial Services
Experience
VALIC Financial Advisors October 2014 - Present
Miami Marlins, L.P. August 2012 - Present
Adrienne Arsht Center for the Performing Arts November 2011 - Present
BNY Mellon October 2006 - October 2010
Morgan Stanley Smith Barney October 1994 - October 2006
Skills
CRM, Customer Service, Investments, Portfolio Management, Sales Operations, Trading, Microsoft Excel, Microsoft Office, Outlook, Leadership, Budgets, Microsoft Word, Management, PowerPoint
Education
Florida Trust School 2009 — 2010
Florida Trust Law, Estate Planning, Retirement Planning
State University of New York at Albany 1984 — 1988
Bachelor of Arts (BA), French and Business Administration
VALIC Financial Advisors October 2014 - Present
Miami Marlins, L.P. August 2012 - Present
Adrienne Arsht Center for the Performing Arts November 2011 - Present
BNY Mellon October 2006 - October 2010
Morgan Stanley Smith Barney October 1994 - October 2006
Skills
CRM, Customer Service, Investments, Portfolio Management, Sales Operations, Trading, Microsoft Excel, Microsoft Office, Outlook, Leadership, Budgets, Microsoft Word, Management, PowerPoint
Education
Florida Trust School 2009 — 2010
Florida Trust Law, Estate Planning, Retirement Planning
State University of New York at Albany 1984 — 1988
Bachelor of Arts (BA), French and Business Administration
Bailey Knight Bailey Knight's Morgan Stanley Smith Barney Experience June 1996 - June 1999
Job Partner at BHK Investment Advisors, LLC
Industry Investment Management
Experience
BHK Investment Advisors, LLC June 1999 - Present
Morgan Stanley Smith Barney June 1996 - June 1999
CPA June 1994 - June 1996
Education
University of Alabama 1987 — 1991
BS, Accounting
BHK Investment Advisors, LLC June 1999 - Present
Morgan Stanley Smith Barney June 1996 - June 1999
CPA June 1994 - June 1996
Education
University of Alabama 1987 — 1991
BS, Accounting
E.K. Wagner E.K. Wagner's Morgan Stanley Smith Barney Experience February 1987 - November 2011
Job Senior Private Client Advisor / Vice President at Bank of the West
Industry Architecture & Planning
Experience
Bank of the West May 2015 - Present
OZ Architects, Inc. August 2014 - April 2015
Legacy Gallery (+) June 2013 - August 2014
Fish Creek Financial Services LLC / LPL Financial November 2011 - August 2013
Morgan Stanley Smith Barney February 1987 - November 2011
Norwest Bank January 1985 - January 1987
First Nebraska Bank Group 1981 - 1985
Skills
Series 7, Series 63, Wealth Management, Retirement Planning, Series 65, Alternative Investments, Fixed Income, Mutual Funds, Uniform Combined State..., Equities, Asset Allocation, Investment Advisory, Separately Managed..., Portfolio Management, Investments, Securities, Asset Managment, Hedge Funds, Investment Strategies, Finance, Financial Services, Financial Planning
Education
University of Arizona 1975 — 1980
BA, Geosciences Major; Chemistry / Physics Minor
Smith Barney Consulting Group University 2005 — 2007
Graduate, Fee Based Asset Management and Practice Management
Smith Barney Consulting Group University
Graduate, Guided Portfolio Management
University of Nebraska 1985 — 1986
Supplemental Accounting Courses
American Bankers Association
Graduate, Financial Statement Analysis
University of Oklahoma 1982 — 1982
Graduate, National Credit School
Bank of the West May 2015 - Present
OZ Architects, Inc. August 2014 - April 2015
Legacy Gallery (+) June 2013 - August 2014
Fish Creek Financial Services LLC / LPL Financial November 2011 - August 2013
Morgan Stanley Smith Barney February 1987 - November 2011
Norwest Bank January 1985 - January 1987
First Nebraska Bank Group 1981 - 1985
Skills
Series 7, Series 63, Wealth Management, Retirement Planning, Series 65, Alternative Investments, Fixed Income, Mutual Funds, Uniform Combined State..., Equities, Asset Allocation, Investment Advisory, Separately Managed..., Portfolio Management, Investments, Securities, Asset Managment, Hedge Funds, Investment Strategies, Finance, Financial Services, Financial Planning
Education
University of Arizona 1975 — 1980
BA, Geosciences Major; Chemistry / Physics Minor
Smith Barney Consulting Group University 2005 — 2007
Graduate, Fee Based Asset Management and Practice Management
Smith Barney Consulting Group University
Graduate, Guided Portfolio Management
University of Nebraska 1985 — 1986
Supplemental Accounting Courses
American Bankers Association
Graduate, Financial Statement Analysis
University of Oklahoma 1982 — 1982
Graduate, National Credit School
Debra J. Callaway Debra J. Callaway's Morgan Stanley Smith Barney Experience January 1998 - June 2010
Job Principal/Agent/Financial Planner
Industry Financial Services
Experience
Callaway & Associates July 2012 - Present
Callaway & Associates May 2012 - Present
Morgan Stanley Smith Barney January 1998 - June 2010
Merrill Lynch February 1997 - March 1998
Skills
Customer Service, Insurance, Leadership, Small Business, Strategic Financial..., Strategic Planning, Management, Fixed Annuities, Finance, Team Building, Wealth Management, Investments, Financial Advisory, Retirement, Long-term Care, Retirement Planning, Term Life Insurance, Life Insurance, Social Networking, Marketing, Disability Insurance, Event Planning, Health Insurance, Financial Services, Public Speaking, Wealth
Education
University of Arizona 1974 — 1978
MBA, Business Admin
Callaway & Associates July 2012 - Present
Callaway & Associates May 2012 - Present
Morgan Stanley Smith Barney January 1998 - June 2010
Merrill Lynch February 1997 - March 1998
Skills
Customer Service, Insurance, Leadership, Small Business, Strategic Financial..., Strategic Planning, Management, Fixed Annuities, Finance, Team Building, Wealth Management, Investments, Financial Advisory, Retirement, Long-term Care, Retirement Planning, Term Life Insurance, Life Insurance, Social Networking, Marketing, Disability Insurance, Event Planning, Health Insurance, Financial Services, Public Speaking, Wealth
Education
University of Arizona 1974 — 1978
MBA, Business Admin
Brett Davalos Brett Davalos's Morgan Stanley Smith Barney Experience April 2010 - July 2011
Job Wealth Management Adviser at Peninsula Wealth, LLC
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2010 - July 2011
Merrill Lynch February 2010 - April 2010
Wells Fargo Investments August 2009 - February 2010
Merrill Lynch August 2008 - February 2009
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Portfolio Management, Asset Management, Asset Allocation, Financial Planning, Investment Strategies, Financial Advisory, Investment Advisory
Education
University of Arizona
Economics, Economics and Business
El Cerrito High School
Morgan Stanley Smith Barney April 2010 - July 2011
Merrill Lynch February 2010 - April 2010
Wells Fargo Investments August 2009 - February 2010
Merrill Lynch August 2008 - February 2009
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Portfolio Management, Asset Management, Asset Allocation, Financial Planning, Investment Strategies, Financial Advisory, Investment Advisory
Education
University of Arizona
Economics, Economics and Business
El Cerrito High School
David McGrouther David McGrouther's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Sales Development Representative at Numerify
Industry Information Technology and Services
Experience
Numerify August 2015 - Present
Nebula, Inc. June 2014 - April 2015
Staples February 2013 - March 2014
Morgan Stanley Smith Barney June 2011 - August 2011
The Home Depot May 2011 - August 2011
University of Arizona Science and Technology Park September 2010 - December 2010
Morgan Stanley Smith Barney June 2010 - August 2010
The Home Depot June 2010 - August 2010
The Home Depot May 2009 - July 2009
Careerservices.com October 2008 - April 2009
Skills
Critical Thinking, Microsoft Office, Bloomberg Terminal, Market Analysis
Education
University of Arizona 2008 — 2012
Bachelor of Arts (B.A.), Economics and Psychology
Numerify August 2015 - Present
Nebula, Inc. June 2014 - April 2015
Staples February 2013 - March 2014
Morgan Stanley Smith Barney June 2011 - August 2011
The Home Depot May 2011 - August 2011
University of Arizona Science and Technology Park September 2010 - December 2010
Morgan Stanley Smith Barney June 2010 - August 2010
The Home Depot June 2010 - August 2010
The Home Depot May 2009 - July 2009
Careerservices.com October 2008 - April 2009
Skills
Critical Thinking, Microsoft Office, Bloomberg Terminal, Market Analysis
Education
University of Arizona 2008 — 2012
Bachelor of Arts (B.A.), Economics and Psychology
Jason Brottman's Morgan Stanley Smith Barney Experience April 2010 - Present
Job Vice President at Morgan Stanley Smith Barney
Industry Banking
Experience
Morgan Stanley Smith Barney April 2010 - Present
Merrill Lynch August 2007 - April 2010
JPMorgan Chase October 2003 - May 2006
Skills
Wealth Management, Asset Allocation, Investments, Equities, Private Banking, Banking, Series 63, Portfolio Management, Strategic Financial..., Fixed Income, Insurance, Retirement Planning, Loans, New Business Development, Series 7, Securities, Credit, Asset Management, Mutual Funds
Education
SUNY Albany 1999 — 2001
Bachelor of Arts (B.A.), Economics
Morgan Stanley Smith Barney April 2010 - Present
Merrill Lynch August 2007 - April 2010
JPMorgan Chase October 2003 - May 2006
Skills
Wealth Management, Asset Allocation, Investments, Equities, Private Banking, Banking, Series 63, Portfolio Management, Strategic Financial..., Fixed Income, Insurance, Retirement Planning, Loans, New Business Development, Series 7, Securities, Credit, Asset Management, Mutual Funds
Education
SUNY Albany 1999 — 2001
Bachelor of Arts (B.A.), Economics
J. Patrick Burk, CPA J. Patrick Burk, CPA's Morgan Stanley Smith Barney Experience May 2011 - August 2011
Job Senior Auditor at Frost Cummings Tidwell Group, LLC
Industry Accounting
Experience
Frost Cummings Tidwell Group, LLC July 2015 - Present
CohnReznick LLP October 2013 - July 2015
Reznick Group January 2012 - April 2012
Morgan Stanley Smith Barney May 2011 - August 2011
Skills
CPA, US GAAP, Auditing, Financial Accounting, Microsoft Excel, Teamwork, Caseware, Organization, Communication, People-oriented
Education
University of Alabama at Birmingham - Collat School of Business 2012 — 2013
Bachelor’s Degree, Finance and Financial Management Services
University of Alabama 2007 — 2011
Bachelor of Science (BS), Accounting
Frost Cummings Tidwell Group, LLC July 2015 - Present
CohnReznick LLP October 2013 - July 2015
Reznick Group January 2012 - April 2012
Morgan Stanley Smith Barney May 2011 - August 2011
Skills
CPA, US GAAP, Auditing, Financial Accounting, Microsoft Excel, Teamwork, Caseware, Organization, Communication, People-oriented
Education
University of Alabama at Birmingham - Collat School of Business 2012 — 2013
Bachelor’s Degree, Finance and Financial Management Services
University of Alabama 2007 — 2011
Bachelor of Science (BS), Accounting
Alex Nierling's Morgan Stanley Smith Barney Experience July 2010 - October 2012
Job Investment Manager at Royal Bank of Canada
Industry Financial Services
Experience
RBC Wealth Management October 2012 - Present
Morgan Stanley Smith Barney July 2010 - October 2012
Skills
Wealth Management, Valuation, Investments, Financial Modeling, Financial Analysis
Education
University of Arkansas 2003 — 2007
BA, Accounting and Finance
RBC Wealth Management October 2012 - Present
Morgan Stanley Smith Barney July 2010 - October 2012
Skills
Wealth Management, Valuation, Investments, Financial Modeling, Financial Analysis
Education
University of Arkansas 2003 — 2007
BA, Accounting and Finance
Paul Blease Paul Blease's Morgan Stanley Smith Barney Experience September 2010 - December 2011
Job Director of CEO Advisor Institute at Oppenheimer Funds
Industry Financial Services
Experience
Oppenheimer Funds November 2011 - Present
Morgan Stanley Smith Barney September 2010 - December 2011
Citigroup Smith Barney November 1998 - June 2009
Merrill Lynch 1988 - 1998
Principal Financial Group 1980 - 1988
Skills
Wealth Management, Investments, Alternative Investments, Investment Advisory, Portfolio Management, Investment Strategies, Securities, Asset Managment, Investment Management, Wealth Management..., Mutual Funds, Financial Advisory, Strategic Financial..., Estate Planning, Financial Planners, Leadership Development, Equities, Financial Services, Leadership, Separately Managed..., Series 65, Practice Management, Relationship Management, Team Building, Management, Strategy, Consulting, Asset Management, Financial Planning
Education
University of Arizona 1973 — 1977
Oppenheimer Funds November 2011 - Present
Morgan Stanley Smith Barney September 2010 - December 2011
Citigroup Smith Barney November 1998 - June 2009
Merrill Lynch 1988 - 1998
Principal Financial Group 1980 - 1988
Skills
Wealth Management, Investments, Alternative Investments, Investment Advisory, Portfolio Management, Investment Strategies, Securities, Asset Managment, Investment Management, Wealth Management..., Mutual Funds, Financial Advisory, Strategic Financial..., Estate Planning, Financial Planners, Leadership Development, Equities, Financial Services, Leadership, Separately Managed..., Series 65, Practice Management, Relationship Management, Team Building, Management, Strategy, Consulting, Asset Management, Financial Planning
Education
University of Arizona 1973 — 1977
Bridget Farrell's Morgan Stanley Smith Barney Experience January 2010 - September 2011
Job Account Manager at Borrowed & Blue
Industry Marketing and Advertising
Experience
Borrowed & Blue December 2014 - Present
Bani Bands Headbands August 2011 - November 2014
Morgan Stanley Smith Barney January 2010 - September 2011
Spain & Chile 2008 - 2009
University of Virginia March 2008 - November 2008
The University of Alabama July 2004 - December 2007
Skills
Marketing, Sales, Event Planning, Social Media Marketing, Marketing Strategy, Sales Operations, Product Development, Sales Management, Event Management, Licensing, Organizational..., Product Marketing, New Business Development, Sports Marketing, Sporting Goods Industry, Website Development, Web Marketing, Employee Training, Employee Relations, MLB, Volleyball, Brand Development, Brand Management, QuickBooks, Shopify, MailChimp, Consumer Marketing
Education
University of Alabama 2004 — 2008
Commerce & Business Administrasion, Marketing
Tomball High School 2000 — 2004
Borrowed & Blue December 2014 - Present
Bani Bands Headbands August 2011 - November 2014
Morgan Stanley Smith Barney January 2010 - September 2011
Spain & Chile 2008 - 2009
University of Virginia March 2008 - November 2008
The University of Alabama July 2004 - December 2007
Skills
Marketing, Sales, Event Planning, Social Media Marketing, Marketing Strategy, Sales Operations, Product Development, Sales Management, Event Management, Licensing, Organizational..., Product Marketing, New Business Development, Sports Marketing, Sporting Goods Industry, Website Development, Web Marketing, Employee Training, Employee Relations, MLB, Volleyball, Brand Development, Brand Management, QuickBooks, Shopify, MailChimp, Consumer Marketing
Education
University of Alabama 2004 — 2008
Commerce & Business Administrasion, Marketing
Tomball High School 2000 — 2004
Edwin (Ted) Read Edwin (Ted) Read's Morgan Stanley Smith Barney Experience October 1976 - Present
Job Retired Portfolio Manager at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 1976 - Present
Morgan Stanley Smith Barney October 1976 - July 2012
Morgan Stanley Smith Barney October 1976 - July 2012
Merrill Lynch February 1966 - September 1976
US Navy 1962 - 1965
Education
University of Arizona 1958 — 1962
Bachelor of Science, Finance, General
Morgan Stanley Smith Barney October 1976 - Present
Morgan Stanley Smith Barney October 1976 - July 2012
Morgan Stanley Smith Barney October 1976 - July 2012
Merrill Lynch February 1966 - September 1976
US Navy 1962 - 1965
Education
University of Arizona 1958 — 1962
Bachelor of Science, Finance, General
Randy Laird Randy Laird's Morgan Stanley Smith Barney Experience August 2005 - October 2010
Job Financial Advisor, Vice President, Laird & Lundy Group, A financial advisory practice of Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2010 - Present
Morgan Stanley Smith Barney August 2005 - October 2010
Prudential Financial October 1999 - August 2005
Merrill Lynch July 1985 - October 1999
Education
University of Alabama at Birmingham 1974 — 1983
Bachelor of Science (BS), Marketing and Economics
Ameriprise Financial Services, Inc. October 2010 - Present
Morgan Stanley Smith Barney August 2005 - October 2010
Prudential Financial October 1999 - August 2005
Merrill Lynch July 1985 - October 1999
Education
University of Alabama at Birmingham 1974 — 1983
Bachelor of Science (BS), Marketing and Economics
Adam Reeves, CFP Adam Reeves, CFP's Morgan Stanley Smith Barney Experience 2000 - 2009
Job Franchise Owner at Chicken Salad Chick
Industry Financial Services
Experience
Chicken Salad Chick 2015 - Present
UBS Private Wealth Management January 2009 - April 2015
Morgan Stanley Smith Barney 2000 - 2009
Murphy Investment 1998 - 2000
Education
University of Alabama 1993 — 1997
Bachelors, Marketing
Chicken Salad Chick 2015 - Present
UBS Private Wealth Management January 2009 - April 2015
Morgan Stanley Smith Barney 2000 - 2009
Murphy Investment 1998 - 2000
Education
University of Alabama 1993 — 1997
Bachelors, Marketing
Jesse A. Peck, J.D., WMS Jesse A. Peck, J.D., WMS's Morgan Stanley Smith Barney Experience March 2007 - January 2013
Job Peck Bulgin Wealth Management of Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. January 2013 - Present
Morgan Stanley Smith Barney March 2007 - January 2013
Wachovia January 2006 - March 2007
JP Holdings and Financial July 2004 - January 2006
Skills
Retirement Planning, Wealth Management, 401k Rollovers, Estate Planning, Investments, Securities, Series 7, Retirement, 401k, Financial Advisory, Investment Advisory, Finance, Mutual Funds, Asset Allocation, Alternative Investments, Fixed Annuities, Strategic Financial..., Variable Annuities, FINRA, ETFs, Investment Strategies, Financial Planners
Education
University of Akron School of Law 2001 — 2004
J.D., Law
University of Minnesota-Twin Cities 1996 — 2000
B.A., History, Political Science and Economics
Raymond James Financial Inc. January 2013 - Present
Morgan Stanley Smith Barney March 2007 - January 2013
Wachovia January 2006 - March 2007
JP Holdings and Financial July 2004 - January 2006
Skills
Retirement Planning, Wealth Management, 401k Rollovers, Estate Planning, Investments, Securities, Series 7, Retirement, 401k, Financial Advisory, Investment Advisory, Finance, Mutual Funds, Asset Allocation, Alternative Investments, Fixed Annuities, Strategic Financial..., Variable Annuities, FINRA, ETFs, Investment Strategies, Financial Planners
Education
University of Akron School of Law 2001 — 2004
J.D., Law
University of Minnesota-Twin Cities 1996 — 2000
B.A., History, Political Science and Economics
Kate (Fox) King Kate (Fox) King's Morgan Stanley Smith Barney Experience March 2003 - April 2010
Job Certified Financial Planner
Industry Financial Services
Experience
The KFK Group April 2010 - Present
Community Foundation of Orange County June 2007 - June 2012
Morgan Stanley Smith Barney March 2003 - April 2010
Sun Microsystems 1998 - 2001
Skills
Personal Financial..., Retirement Planning, College Savings Plans, Licensed Life Insurance..., Mutual Funds
Education
University of California, Berkeley 1994 — 1998
B.S., Environmental Economics, Minor in Statistics, Minor in English
MIra Costa High School
The KFK Group April 2010 - Present
Community Foundation of Orange County June 2007 - June 2012
Morgan Stanley Smith Barney March 2003 - April 2010
Sun Microsystems 1998 - 2001
Skills
Personal Financial..., Retirement Planning, College Savings Plans, Licensed Life Insurance..., Mutual Funds
Education
University of California, Berkeley 1994 — 1998
B.S., Environmental Economics, Minor in Statistics, Minor in English
MIra Costa High School
Sadikquah Perry Sadikquah Perry's Morgan Stanley Smith Barney Experience November 2006 - January 2012
Job Program Analyst at Bureau of Labor Statistics
Industry Government Administration
Experience
Bureau of Labor Statistics January 2013 - Present
National Institutes of Health January 2012 - January 2013
Morgan Stanley Smith Barney November 2006 - January 2012
Citigroup Global Markets, Inc November 2006 - June 2009
Prudential Financial February 2005 - May 2006
Fidelity Investments March 2004 - February 2005
Merrill Lynch April 2002 - February 2004
Skills
Financial Analysis, Federal Government, Federal Budget, Business Intelligence, Statistical Data..., Agile Project Management, Requirements Analysis, Business Analysis, User Acceptance Testing, Business Process..., Project Management, Analysis, SharePoint, Microsoft Excel, Federal Procurement, Acquisitions, Contract Management, Financial Regulation, Human Resources, Cash Management, Business Communications, Government Contracting, Microsoft Office, Budget Process, Mutual Funds, Change Management, Team Building, Usability Testing, Stock Trading, Building Relationships, Program Management, Strategic Planning, Leadership, Training, Policy, Fraud Investigations, Government, Process Improvement, Data Analysis, Finance, Public Policy, Leadership Development
Education
University of Baltimore 2010 — 2013
Bachelor of Science (B.S.), Business Administration, Management and Operations
Baltimore City Community College 2007 — 2010
Associate, Business Administration
Bureau of Labor Statistics January 2013 - Present
National Institutes of Health January 2012 - January 2013
Morgan Stanley Smith Barney November 2006 - January 2012
Citigroup Global Markets, Inc November 2006 - June 2009
Prudential Financial February 2005 - May 2006
Fidelity Investments March 2004 - February 2005
Merrill Lynch April 2002 - February 2004
Skills
Financial Analysis, Federal Government, Federal Budget, Business Intelligence, Statistical Data..., Agile Project Management, Requirements Analysis, Business Analysis, User Acceptance Testing, Business Process..., Project Management, Analysis, SharePoint, Microsoft Excel, Federal Procurement, Acquisitions, Contract Management, Financial Regulation, Human Resources, Cash Management, Business Communications, Government Contracting, Microsoft Office, Budget Process, Mutual Funds, Change Management, Team Building, Usability Testing, Stock Trading, Building Relationships, Program Management, Strategic Planning, Leadership, Training, Policy, Fraud Investigations, Government, Process Improvement, Data Analysis, Finance, Public Policy, Leadership Development
Education
University of Baltimore 2010 — 2013
Bachelor of Science (B.S.), Business Administration, Management and Operations
Baltimore City Community College 2007 — 2010
Associate, Business Administration
Brian Valenti's Morgan Stanley Smith Barney Experience July 2008 - August 2010
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2015 - Present
League of Women Voters of Rochester, NY June 2011 - Present
Charles Schwab January 2015 - July 2015
Generation Capital Management, Inc. September 2010 - December 2014
Morgan Stanley Smith Barney July 2008 - August 2010
Citadel Broadcasting January 2005 - June 2008
Education
State University of New York at Buffalo 2000 — 2004
BS, Financial Analysis and Marketing
Charles Schwab July 2015 - Present
League of Women Voters of Rochester, NY June 2011 - Present
Charles Schwab January 2015 - July 2015
Generation Capital Management, Inc. September 2010 - December 2014
Morgan Stanley Smith Barney July 2008 - August 2010
Citadel Broadcasting January 2005 - June 2008
Education
State University of New York at Buffalo 2000 — 2004
BS, Financial Analysis and Marketing
Mark Faranda Mark Faranda's Morgan Stanley Smith Barney Experience September 2006 - December 2011
Job Senior IT Project and Program Manager
Industry Financial Services
Experience
Management Consulting May 2012 - Present
Morgan Stanley Smith Barney September 2006 - December 2011
Merrill Lynch February 1998 - August 2006
ING Barings January 1997 - January 1998
Credit Suisse 1986 - 1997
Skills
Program Management, Software Project..., Oracle E-Business Suite, Full SDLC, Microsoft Excel, Microsoft Word, Microsoft Office, Global Application..., ADABAS, Mergers, Technology Integration, System Integration..., Proprietary Trading, COBOL, Project Status Reporting, Business Analysis, Functional..., 24x7 Production Support, Technical Design, SharePoint, Brokerage, Investment Banking, Business Process..., Business Process..., Business Transformation, Enterprise Architecture, Financial Services
Education
SUNY Albany
Bachelor of Science (BS), Business Admin and Computer Science
Management Consulting May 2012 - Present
Morgan Stanley Smith Barney September 2006 - December 2011
Merrill Lynch February 1998 - August 2006
ING Barings January 1997 - January 1998
Credit Suisse 1986 - 1997
Skills
Program Management, Software Project..., Oracle E-Business Suite, Full SDLC, Microsoft Excel, Microsoft Word, Microsoft Office, Global Application..., ADABAS, Mergers, Technology Integration, System Integration..., Proprietary Trading, COBOL, Project Status Reporting, Business Analysis, Functional..., 24x7 Production Support, Technical Design, SharePoint, Brokerage, Investment Banking, Business Process..., Business Process..., Business Transformation, Enterprise Architecture, Financial Services
Education
SUNY Albany
Bachelor of Science (BS), Business Admin and Computer Science
Ochuko Atavwigho Ochuko Atavwigho's Morgan Stanley Smith Barney Experience July 2010 - September 2010
Job Global Clearance (Buyins)
Industry Financial Services
Experience
Pershing, a BNY Mellon company September 2013 - Present
Pershing, a BNY Mellon company February 2013 - Present
Credit Suisse May 2011 - August 2012
Pershing, a BNY Mellon company September 2010 - May 2011
Morgan Stanley Smith Barney July 2010 - September 2010
Credit Suisse March 2010 - June 2010
Pershing, a BNY Mellon company July 2002 - March 2010
Skills
User Acceptance Testing, Fixed Income, Equities, Quality Center, Quality Assurance, Analysis, Business Requirements, Testing, Databases, Asset Management, Mutual Funds, Management, System Testing, Integration, Back Office, Bloomberg, Business Analysis, Derivatives, FX Options, Financial Services, Hedge Funds, Middle Office, Options, Portfolio Management, Reference Data, Regression Testing, SDLC, Settlement, Test Cases, Test Planning, HP Quality Center
Education
University of Benin
BS, Business Admin
Pershing, a BNY Mellon company September 2013 - Present
Pershing, a BNY Mellon company February 2013 - Present
Credit Suisse May 2011 - August 2012
Pershing, a BNY Mellon company September 2010 - May 2011
Morgan Stanley Smith Barney July 2010 - September 2010
Credit Suisse March 2010 - June 2010
Pershing, a BNY Mellon company July 2002 - March 2010
Skills
User Acceptance Testing, Fixed Income, Equities, Quality Center, Quality Assurance, Analysis, Business Requirements, Testing, Databases, Asset Management, Mutual Funds, Management, System Testing, Integration, Back Office, Bloomberg, Business Analysis, Derivatives, FX Options, Financial Services, Hedge Funds, Middle Office, Options, Portfolio Management, Reference Data, Regression Testing, SDLC, Settlement, Test Cases, Test Planning, HP Quality Center
Education
University of Benin
BS, Business Admin
Charles Ladenheim's Morgan Stanley Smith Barney Experience April 1992 - September 2013
Job Managing DirectorInvestment Officer, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2013 - Present
Morgan Stanley Smith Barney April 1992 - September 2013
Skills
Investments, Asset Allocation, Alternative Investments, Mutual Funds, Wealth Management, Investment Strategies, Management, Retirement Planning, ETFs, Separately Managed...
Education
University at Buffalo 1982 — 1986
Wells Fargo Advisors September 2013 - Present
Morgan Stanley Smith Barney April 1992 - September 2013
Skills
Investments, Asset Allocation, Alternative Investments, Mutual Funds, Wealth Management, Investment Strategies, Management, Retirement Planning, ETFs, Separately Managed...
Education
University at Buffalo 1982 — 1986
Pat Haugh's Morgan Stanley Smith Barney Experience May 2003 - Present
Job Certified Financial Planner at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2003 - Present
USAF August 1981 - October 2003
Education
University of Alaska Anchorage 2000 — 2003
BBA, Finance
Morgan Stanley Smith Barney May 2003 - Present
USAF August 1981 - October 2003
Education
University of Alaska Anchorage 2000 — 2003
BBA, Finance
Ed Moloney's Morgan Stanley Smith Barney Experience May 2011 - November 2011
Job Vice President Private Client Advisor at J.P. Morgan Chase Bank N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. November 2011 - Present
Morgan Stanley Smith Barney May 2011 - November 2011
Cantor Fitzgerald January 2004 - October 2010
Irish Life & Permanent January 2003 - January 2004
Education
University College Cork 2000 — 2002
MBS, Electronic Business & Commerce
University College Cork 1996 — 2000
BComm, Economics, 2:1
JPMorgan Chase Bank N.A. November 2011 - Present
Morgan Stanley Smith Barney May 2011 - November 2011
Cantor Fitzgerald January 2004 - October 2010
Irish Life & Permanent January 2003 - January 2004
Education
University College Cork 2000 — 2002
MBS, Electronic Business & Commerce
University College Cork 1996 — 2000
BComm, Economics, 2:1
Justin Zammit Justin Zammit's Morgan Stanley Smith Barney Experience October 2007 - July 2010
Job Restructuring and Special Situations Associate at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey May 2013 - Present
Deloitte February 2012 - May 2013
Stonegate Securities July 2010 - February 2012
Morgan Stanley Smith Barney October 2007 - July 2010
United States Marine Corps November 2001 - October 2009
Skills
Financial Modeling, Valuation, Financial Analysis, Portfolio Management, Investments, Team Leadership, Analysis, Investment Banking, Asset Allocation, Strategy, Business Planning, Leadership, Strategic Planning, Management, Finance, Due Diligence, Financial Accounting, Microsoft Office, Microsoft Excel, Corporate Finance, PIPEs, Training, Risk Management, Mergers & Acquisitions, Restructuring, Special Situations
Education
University of Texas at Dallas - Naveen Jindal School of Management 2012 — 2013
Master's Degree, Accounting
University of Texas at Dallas - Naveen Jindal School of Management 2010 — 2012
MS, Finance
University at Buffalo 2000 — 2007
BA, Economics
Houlihan Lokey May 2013 - Present
Deloitte February 2012 - May 2013
Stonegate Securities July 2010 - February 2012
Morgan Stanley Smith Barney October 2007 - July 2010
United States Marine Corps November 2001 - October 2009
Skills
Financial Modeling, Valuation, Financial Analysis, Portfolio Management, Investments, Team Leadership, Analysis, Investment Banking, Asset Allocation, Strategy, Business Planning, Leadership, Strategic Planning, Management, Finance, Due Diligence, Financial Accounting, Microsoft Office, Microsoft Excel, Corporate Finance, PIPEs, Training, Risk Management, Mergers & Acquisitions, Restructuring, Special Situations
Education
University of Texas at Dallas - Naveen Jindal School of Management 2012 — 2013
Master's Degree, Accounting
University of Texas at Dallas - Naveen Jindal School of Management 2010 — 2012
MS, Finance
University at Buffalo 2000 — 2007
BA, Economics
willow Frazier willow Frazier's Morgan Stanley Smith Barney Experience April 1980 - July 2001
Job Independent Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley, Smith Barney April 1980 - July 2001
Retired April 1980 - April 2001
Skills
Certified Financial...
Education
University of Arizona 1970 — 1972
MS, Chemistry
Universit of Washington 1968 — 1970
Bachelor of Science, Chemistry
Morgan Stanley, Smith Barney April 1980 - July 2001
Retired April 1980 - April 2001
Skills
Certified Financial...
Education
University of Arizona 1970 — 1972
MS, Chemistry
Universit of Washington 1968 — 1970
Bachelor of Science, Chemistry
Thomas Zaleski Thomas Zaleski's Morgan Stanley Smith Barney Experience August 1995 - January 1998
Job President at Thoma Capital Management LLC
Industry Financial Services
Experience
Thomas Capital Management LLC October 1999 - Present
Tom Zaleski for Congress January 2010 - August 2010
Bitner & Collings, PLLC 1990 - 2009
Wells Fargo Insurance Services January 1998 - October 1998
Morgan Stanley Smith Barney August 1995 - January 1998
Hughes Aircraft Company May 1985 - June 1995
Skills
Strategic Planning, Negotiation, Microsoft Office, Excel, RFP preparation, Economic White Papers, Tax Preparation, Tax and Public Policy...
Education
University of Arizona 1980 — 1984
BSBA, Finance/Economics
The Elgin Academy 1972 — 1976
College Prep, High School Diploma
Elgin Academy 1970 — 1976
High School Diploma, College Prep.
Thomas Capital Management LLC October 1999 - Present
Tom Zaleski for Congress January 2010 - August 2010
Bitner & Collings, PLLC 1990 - 2009
Wells Fargo Insurance Services January 1998 - October 1998
Morgan Stanley Smith Barney August 1995 - January 1998
Hughes Aircraft Company May 1985 - June 1995
Skills
Strategic Planning, Negotiation, Microsoft Office, Excel, RFP preparation, Economic White Papers, Tax Preparation, Tax and Public Policy...
Education
University of Arizona 1980 — 1984
BSBA, Finance/Economics
The Elgin Academy 1972 — 1976
College Prep, High School Diploma
Elgin Academy 1970 — 1976
High School Diploma, College Prep.
Clayton Hollinhead Clayton Hollinhead's Morgan Stanley Smith Barney Experience 2007 - 2009
Job Commercial Banking Product Manager at Regions Bank
Industry Financial Services
Experience
Regions Bank June 2013 - Present
University of Alabama at Birmingham August 2012 - Present
Regional Broker/Dealer June 2009 - June 2013
United States Air Force January 2005 - September 2010
Morgan Stanley Smith Barney 2007 - 2009
Skills
Leadership, Financial Regulation, Liquidity Management, Treasury Management, Commercial Banking, Financial Analysis, Teaching, Team Leadership, Risk Management, Microsoft Office, DoD, Process Improvement, Security Clearance, Communication, Team Building, Lecturing, Strategic Planning, SQL, Project Management, Product Management
Education
University of Alabama at Birmingham 2009 — 2012
Master of Business Administration (MBA)
University of Alabama 2002 — 2004
B.S., Mathematics
Regions Bank June 2013 - Present
University of Alabama at Birmingham August 2012 - Present
Regional Broker/Dealer June 2009 - June 2013
United States Air Force January 2005 - September 2010
Morgan Stanley Smith Barney 2007 - 2009
Skills
Leadership, Financial Regulation, Liquidity Management, Treasury Management, Commercial Banking, Financial Analysis, Teaching, Team Leadership, Risk Management, Microsoft Office, DoD, Process Improvement, Security Clearance, Communication, Team Building, Lecturing, Strategic Planning, SQL, Project Management, Product Management
Education
University of Alabama at Birmingham 2009 — 2012
Master of Business Administration (MBA)
University of Alabama 2002 — 2004
B.S., Mathematics
Patrick Marcil's Morgan Stanley Smith Barney Experience January 2008 - January 2009
Job Sr. Financial Analyst at E3 Federal Solutions, LLC
Industry Information Technology and Services
Experience
E3 Federal Solutions, LLC June 2013 - Present
Kormendi \ Gardner Partners September 2012 - June 2013
General Dynamics Information Technology July 2011 - September 2012
Turnagain Services May 2005 - May 2011
Political Campaign January 2008 - October 2009
Morgan Stanley Smith Barney January 2008 - January 2009
Skills
Microsoft Office, Financial Analysis, Project Management, Customer Service, Risk Management, Strategic Planning, Investments, Business Analysis, Accounting, SQL, Strategic Financial..., Negotiation, Business Strategy, Budgets, Financial Modeling, Earned Value Management, Government Contracting
Education
University of Alaska Anchorage 2007 — 2011
Bachelor of Business Administration (BBA), Finance - Investments
E3 Federal Solutions, LLC June 2013 - Present
Kormendi \ Gardner Partners September 2012 - June 2013
General Dynamics Information Technology July 2011 - September 2012
Turnagain Services May 2005 - May 2011
Political Campaign January 2008 - October 2009
Morgan Stanley Smith Barney January 2008 - January 2009
Skills
Microsoft Office, Financial Analysis, Project Management, Customer Service, Risk Management, Strategic Planning, Investments, Business Analysis, Accounting, SQL, Strategic Financial..., Negotiation, Business Strategy, Budgets, Financial Modeling, Earned Value Management, Government Contracting
Education
University of Alaska Anchorage 2007 — 2011
Bachelor of Business Administration (BBA), Finance - Investments
Deborah Stewart's Morgan Stanley Smith Barney Experience June 2009 - June 2012
Job Brand & Marketing Strategist and Independent Writing Professional
Industry Marketing and Advertising
Experience
Chase June 2012 - October 2014
Morgan Stanley Smith Barney June 2009 - June 2012
New York Urban League October 2007 - June 2009
Citi Global Wealth Management June 2007 - May 2009
Jamrock Magazine 2007 - 2008
AXA Equitable May 2006 - June 2007
AXA Advisors June 2004 - May 2007
MONY Securities Corporation February 2000 - June 2004
Skills
Strategic Marketing, Communication Strategy, Investment Product..., Investments, Marketing, Strategic Communications, Leadership, Marketing Strategy, Management, Strategy, Series 7, Financial Analysis, Insurance, Banking, Internal Communications, Financial Services, Mutual Funds, Training, Fixed Annuities, Fundraising, Public Speaking, Securities, Wealth Management, Social Media, Project Management
Education
State University of New York at Albany 1995 — 1999
Bachelor of Science (B.S.)
State University of New York at Albany
Bachelor of Science (B.S.)
Chase June 2012 - October 2014
Morgan Stanley Smith Barney June 2009 - June 2012
New York Urban League October 2007 - June 2009
Citi Global Wealth Management June 2007 - May 2009
Jamrock Magazine 2007 - 2008
AXA Equitable May 2006 - June 2007
AXA Advisors June 2004 - May 2007
MONY Securities Corporation February 2000 - June 2004
Skills
Strategic Marketing, Communication Strategy, Investment Product..., Investments, Marketing, Strategic Communications, Leadership, Marketing Strategy, Management, Strategy, Series 7, Financial Analysis, Insurance, Banking, Internal Communications, Financial Services, Mutual Funds, Training, Fixed Annuities, Fundraising, Public Speaking, Securities, Wealth Management, Social Media, Project Management
Education
State University of New York at Albany 1995 — 1999
Bachelor of Science (B.S.)
State University of New York at Albany
Bachelor of Science (B.S.)
Jimit Sukkawala Jimit Sukkawala's Morgan Stanley Smith Barney Experience February 2010 - September 2011
Job Technical Lead SOA/BPM/Integration at Prolifics
Industry Information Technology and Services
Experience
Morgan Stanley November 2014 - Present
Prolifics August 2015 - Present
Prolifics April 2012 - July 2015
Aetna April 2014 - October 2014
Fidelity Investments July 2012 - March 2014
Apple Vacations April 2012 - July 2012
Prolifics July 2009 - April 2012
Morgan Stanley Smith Barney February 2010 - September 2011
Skills
SOA, Java Enterprise Edition, SDLC, Web Services, Websphere, WebSphere Process Server, WebSphere Application..., Software Development, Integration, Business Process Design, Business Process..., JSP, Business Process, Java, Servlets, DB2, UML, BPEL, ESB, Enterprise Software, Databases, Core Java
Education
State University of New York at Buffalo 2008 — 2009
Masters, Management Information Systems
University of Mumbai 2003 — 2007
Bachelors of Engineering, Information Technology
Morgan Stanley November 2014 - Present
Prolifics August 2015 - Present
Prolifics April 2012 - July 2015
Aetna April 2014 - October 2014
Fidelity Investments July 2012 - March 2014
Apple Vacations April 2012 - July 2012
Prolifics July 2009 - April 2012
Morgan Stanley Smith Barney February 2010 - September 2011
Skills
SOA, Java Enterprise Edition, SDLC, Web Services, Websphere, WebSphere Process Server, WebSphere Application..., Software Development, Integration, Business Process Design, Business Process..., JSP, Business Process, Java, Servlets, DB2, UML, BPEL, ESB, Enterprise Software, Databases, Core Java
Education
State University of New York at Buffalo 2008 — 2009
Masters, Management Information Systems
University of Mumbai 2003 — 2007
Bachelors of Engineering, Information Technology
Gerald Scheinker Gerald Scheinker's Morgan Stanley Smith Barney Experience June 2005 - April 2009
Job Executive Vice President | Scheinker Investment Partners of Janney Montgomery Scott LLC
Industry Investment Management
Experience
Janney Montgomery Scott, LLC April 2009 - Present
Morgan Stanley Smith Barney June 2005 - April 2009
Legg Mason June 1964 - June 2005
Skills
Equity Research, Municipal Bonds, Equity Trading, Fixed Income Analysis, Fixed Income Strategies, FINRA, Series 7, Investments, Fixed Income, Securities, Retirement Planning, Wealth Management..., Investment Strategies, Series 24, Alternative Investments, Series 63, Wealth Management, Investment Advisory, Asset Allocation, Mutual Funds, ETFs, Estate Planning, Uniform Combined State..., Series 65, High Net Worth...
Education
University of Pennsylvania - The Wharton School 1969 — 1971
University of Baltimore School of Law 1963 — 1967
JD, Law
Janney Montgomery Scott, LLC April 2009 - Present
Morgan Stanley Smith Barney June 2005 - April 2009
Legg Mason June 1964 - June 2005
Skills
Equity Research, Municipal Bonds, Equity Trading, Fixed Income Analysis, Fixed Income Strategies, FINRA, Series 7, Investments, Fixed Income, Securities, Retirement Planning, Wealth Management..., Investment Strategies, Series 24, Alternative Investments, Series 63, Wealth Management, Investment Advisory, Asset Allocation, Mutual Funds, ETFs, Estate Planning, Uniform Combined State..., Series 65, High Net Worth...
Education
University of Pennsylvania - The Wharton School 1969 — 1971
University of Baltimore School of Law 1963 — 1967
JD, Law
Benjamin Pogofsky Benjamin Pogofsky's Morgan Stanley Smith Barney Experience Market Maker/OTC trading specialistE*TRADE FinancialSeptember 2002 - September 2004
Job Account Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney Market Maker/OTC trading specialistE*TRADE FinancialSeptember 2002 - September 2004
Education
University of Arizona 1998 — 2002
Economics
Morgan Stanley Smith Barney Market Maker/OTC trading specialistE*TRADE FinancialSeptember 2002 - September 2004
Education
University of Arizona 1998 — 2002
Economics
Lauren Scanlon Lauren Scanlon's Morgan Stanley Smith Barney Experience July 2010 - September 2010
Job Textile Sales and Marketing Coordinator at Hollywood at Home
Industry Graphic Design
Experience
Hollywood at Home September 2014 - Present
Lauren Scanlon Design May 2011 - Present
Alliance Residential Company March 2012 - September 2013
Arizona Foothills Magazine August 2011 - February 2012
Maldonado Medical, LLC November 2010 - January 2011
Morgan Stanley Smith Barney July 2010 - September 2010
Mahsa Boutique December 2007 - July 2008
Skills
Photoshop, Advertising, InDesign, Illustrator, Word, Magazines, Graphic Design, Logo Design, Posters, Typography, Adobe Creative Suite, Brochures, Layout, Microsoft Word, SEO, Social Media Marketing, Social Media, Online Advertising, Illustration, Web Design, Marketing, Graphics
Education
University of Arizona 2007 — 2011
Bachelor of Art, Visual Communications
Xavier College Preparatory 2003 — 2007
Hollywood at Home September 2014 - Present
Lauren Scanlon Design May 2011 - Present
Alliance Residential Company March 2012 - September 2013
Arizona Foothills Magazine August 2011 - February 2012
Maldonado Medical, LLC November 2010 - January 2011
Morgan Stanley Smith Barney July 2010 - September 2010
Mahsa Boutique December 2007 - July 2008
Skills
Photoshop, Advertising, InDesign, Illustrator, Word, Magazines, Graphic Design, Logo Design, Posters, Typography, Adobe Creative Suite, Brochures, Layout, Microsoft Word, SEO, Social Media Marketing, Social Media, Online Advertising, Illustration, Web Design, Marketing, Graphics
Education
University of Arizona 2007 — 2011
Bachelor of Art, Visual Communications
Xavier College Preparatory 2003 — 2007
Jason David Peters Jason David Peters's Morgan Stanley Smith Barney Experience September 2009 - January 2010
Job Capital Markets
Industry Financial Services
Experience
Direct Access Partners September 2012 - May 2013
Strategic Stock Surveillance January 2010 - September 2012
Morgan Stanley Smith Barney September 2009 - January 2010
Benjamin & Jerold Brokerage June 2009 - January 2010
Estee Lauder May 2008 - August 2008
Waddell & Reed Financial Services January 2008 - April 2008
Skills
Microsoft Office, PowerPoint, Excel, Word, Research, Microsoft Excel, Risk Management, Investments, Capital Markets, Equities, Surveillance, Market Intelligence, Bloomberg Terminal, ThomsonOne, Securities, Bloomberg, Options, Financial Markets, Strategy, Market Research
Education
University at Albany, SUNY 2006 — 2009
B.A., Economics, Business Administration
St. John the Baptist 2001 — 2005
Direct Access Partners September 2012 - May 2013
Strategic Stock Surveillance January 2010 - September 2012
Morgan Stanley Smith Barney September 2009 - January 2010
Benjamin & Jerold Brokerage June 2009 - January 2010
Estee Lauder May 2008 - August 2008
Waddell & Reed Financial Services January 2008 - April 2008
Skills
Microsoft Office, PowerPoint, Excel, Word, Research, Microsoft Excel, Risk Management, Investments, Capital Markets, Equities, Surveillance, Market Intelligence, Bloomberg Terminal, ThomsonOne, Securities, Bloomberg, Options, Financial Markets, Strategy, Market Research
Education
University at Albany, SUNY 2006 — 2009
B.A., Economics, Business Administration
St. John the Baptist 2001 — 2005
Brynn Dietz Brynn Dietz's Morgan Stanley Smith Barney Experience July 2011 - August 2012
Job Project Engineer at LineX Protective Coatings
Industry Mechanical or Industrial Engineering
Experience
Line-X Protective Coatings January 2013 - Present
Redondo Beach Rotary Club 2011 - Present
Surfrider Foundation, South Bay Chapter 2011 - Present
Morgan Stanley Smith Barney July 2011 - August 2012
Lectronics, LLC April 2006 - September 2011
Modular Mining Systems September 2005 - April 2006
Special Devices, Inc. January 2003 - August 2005
Skills
Product Development, Training, Management, Sales, Cross-functional Team...
Education
University of Arizona 1997 — 2002
Bachelor of Science, Mining Engineering
Line-X Protective Coatings January 2013 - Present
Redondo Beach Rotary Club 2011 - Present
Surfrider Foundation, South Bay Chapter 2011 - Present
Morgan Stanley Smith Barney July 2011 - August 2012
Lectronics, LLC April 2006 - September 2011
Modular Mining Systems September 2005 - April 2006
Special Devices, Inc. January 2003 - August 2005
Skills
Product Development, Training, Management, Sales, Cross-functional Team...
Education
University of Arizona 1997 — 2002
Bachelor of Science, Mining Engineering
Nicholas I. Quartarano's Morgan Stanley Smith Barney Experience October 2004 - June 2005
Job TD Private Client Group, a business of TD Wealth
Industry Financial Services
Experience
TD Private Client Group, a business of TD Wealth October 2010 - Present
Wachovia, A Wells Fargo Company January 2010 - October 2010
Wachovia, A Wells Fargo Company April 2007 - January 2010
TD Bank August 2005 - April 2007
Morgan Stanley Smith Barney October 2004 - June 2005
Skills
Finance, Banking, Loans, Investments, Wealth Management, Credit, Private Banking, Relationship Management, Wealth, High Net Worth..., Due Diligence, Management, Financial Services, Portfolio Management
Education
University at Albany, SUNY 2001 — 2005
BA, Finance & Economics
TD Private Client Group, a business of TD Wealth October 2010 - Present
Wachovia, A Wells Fargo Company January 2010 - October 2010
Wachovia, A Wells Fargo Company April 2007 - January 2010
TD Bank August 2005 - April 2007
Morgan Stanley Smith Barney October 2004 - June 2005
Skills
Finance, Banking, Loans, Investments, Wealth Management, Credit, Private Banking, Relationship Management, Wealth, High Net Worth..., Due Diligence, Management, Financial Services, Portfolio Management
Education
University at Albany, SUNY 2001 — 2005
BA, Finance & Economics
Tanika McNair's Morgan Stanley Smith Barney Experience January 2007 - June 2011
Job Client Service Adminstrator at WMS Partners LLC
Industry Financial Services
Experience
WMS Partners LLC June 2011 - Present
Morgan Stanley Smith Barney January 2007 - June 2011
Black and Decker 1998 - 2006
Skills
Series 7, Series 66, Relationship Management, Cross Functional..., Practice Management, Superior Client Service, Operational Efficiency, Notary Public, Uniform Combined State..., Financial Services, Client Services, Cross-functional Team...
Education
University of Baltimore
Bachelor of Science, Business Adminstration - Finance
Harford Community College
Associate of Science, Engineering
WMS Partners LLC June 2011 - Present
Morgan Stanley Smith Barney January 2007 - June 2011
Black and Decker 1998 - 2006
Skills
Series 7, Series 66, Relationship Management, Cross Functional..., Practice Management, Superior Client Service, Operational Efficiency, Notary Public, Uniform Combined State..., Financial Services, Client Services, Cross-functional Team...
Education
University of Baltimore
Bachelor of Science, Business Adminstration - Finance
Harford Community College
Associate of Science, Engineering
Chip Randall Chip Randall's Morgan Stanley Smith Barney Experience April 2010 - Present
Job Vice President Private Banker at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2010 - Present
Wachovia Wells Fargo March 2009 - April 2010
Lehman Brothers May 2005 - October 2008
Grubb & Ellis August 2002 - May 2005
Indigo Engine June 1999 - June 2002
Skills
Private Banking, Commercial Banking, Residential Mortgages, Real Estate Finance, Securities Based Lending, Commercial Real Estate, Investment Real Estate, Relationship Management, Securities Lending
Education
State University of New York at Albany
Bachelor of Arts (BA)
Université de Neuchâtel
Université Laval
Morgan Stanley Smith Barney April 2010 - Present
Wachovia Wells Fargo March 2009 - April 2010
Lehman Brothers May 2005 - October 2008
Grubb & Ellis August 2002 - May 2005
Indigo Engine June 1999 - June 2002
Skills
Private Banking, Commercial Banking, Residential Mortgages, Real Estate Finance, Securities Based Lending, Commercial Real Estate, Investment Real Estate, Relationship Management, Securities Lending
Education
State University of New York at Albany
Bachelor of Arts (BA)
Université de Neuchâtel
Université Laval
Vincent Santos Vincent Santos's Morgan Stanley Smith Barney Experience January 2006 - December 2011
Job Experienced Financial Systems Analyst/Trainer Seeking Opportunities
Industry Financial Services
Experience
The Training Associates January 2012 - June 2013
Morgan Stanley Smith Barney January 2006 - December 2011
Legg Mason August 1998 - December 2005
Skills
Morningstar, Zephyr, Vestek, MWatch/Mobius, Financial Services, Finance, Management Consulting, Consulting, Strategic Financial..., Analysis
Education
University of Baltimore 2002 — 2005
Master of Business Administration (M.B.A.), Finance, General
University of Guam 1985 — 1990
Bachelor of Arts (B.A.), Psychology
The Training Associates January 2012 - June 2013
Morgan Stanley Smith Barney January 2006 - December 2011
Legg Mason August 1998 - December 2005
Skills
Morningstar, Zephyr, Vestek, MWatch/Mobius, Financial Services, Finance, Management Consulting, Consulting, Strategic Financial..., Analysis
Education
University of Baltimore 2002 — 2005
Master of Business Administration (M.B.A.), Finance, General
University of Guam 1985 — 1990
Bachelor of Arts (B.A.), Psychology
Michelle Reinkens Michelle Reinkens's Morgan Stanley Smith Barney Experience April 1997 - October 2012
Job Enterprise Risk Management Analyst at Numerica Credit Union
Industry Financial Services
Experience
Numerica Credit Union October 2012 - Present
Morgan Stanley Smith Barney April 1997 - October 2012
TRIDEC April 1995 - March 1997
Westinghouse Hanford Co. August 1993 - April 1995
Skills
Enterprise Risk..., Financial Risk, Portfolio Management, Risk Management, Risk Assessment, Financial Services, Retail Banking, Management, Leadership, Process Improvement, Credit Analysis
Education
University of Arizona 1985 — 1989
Bachelor of Science in Business Administration, Marketing
Numerica Credit Union October 2012 - Present
Morgan Stanley Smith Barney April 1997 - October 2012
TRIDEC April 1995 - March 1997
Westinghouse Hanford Co. August 1993 - April 1995
Skills
Enterprise Risk..., Financial Risk, Portfolio Management, Risk Management, Risk Assessment, Financial Services, Retail Banking, Management, Leadership, Process Improvement, Credit Analysis
Education
University of Arizona 1985 — 1989
Bachelor of Science in Business Administration, Marketing
James Barrons James Barrons's Morgan Stanley Smith Barney Experience May 2011 - February 2012
Job Senior Legal Counsel at Balbec Capital, LP an affiliate of Starwood Capital Group
Industry Legal Services
Experience
Balbec Capital LP, an affiliate of Starwood Capital Group March 2013 - Present
2XL Games March 2012 - May 2013
Morgan Stanley Smith Barney May 2011 - February 2012
First Financial Investment Group February 2008 - January 2011
Mariscal Weeks McIntyre & Friedlander January 2003 - January 2008
Skills
Due Diligence, Intellectual Property, Contract Negotiation, Strategic Partnerships
Education
University of Washington School of Law 1994 — 1997
Law
University of Arizona 1990 — 1994
Bachelor of Science, Finance
Balbec Capital LP, an affiliate of Starwood Capital Group March 2013 - Present
2XL Games March 2012 - May 2013
Morgan Stanley Smith Barney May 2011 - February 2012
First Financial Investment Group February 2008 - January 2011
Mariscal Weeks McIntyre & Friedlander January 2003 - January 2008
Skills
Due Diligence, Intellectual Property, Contract Negotiation, Strategic Partnerships
Education
University of Washington School of Law 1994 — 1997
Law
University of Arizona 1990 — 1994
Bachelor of Science, Finance
Janice Paletz-Zislis Janice Paletz-Zislis's Morgan Stanley Smith Barney Experience May 2009 - April 2010
Job Director, Senior Relationship Manager at New York Life/Mainstay
Industry Financial Services
Experience
New York Life/Mainstay January 2012 - Present
Private Medical Practice August 2010 - December 2011
Morgan Stanley Smith Barney May 2009 - April 2010
Smith Barney 2007 - 2009
Smith Barney 2003 - 2007
Smith Barney 2001 - 2003
Skills
Strategy, Asset Managment, Business Planning, Mutual Funds, Management, Investments
Education
University at Albany, SUNY 1990 — 1994
New York Life/Mainstay January 2012 - Present
Private Medical Practice August 2010 - December 2011
Morgan Stanley Smith Barney May 2009 - April 2010
Smith Barney 2007 - 2009
Smith Barney 2003 - 2007
Smith Barney 2001 - 2003
Skills
Strategy, Asset Managment, Business Planning, Mutual Funds, Management, Investments
Education
University at Albany, SUNY 1990 — 1994
Laura Dlug's Morgan Stanley Smith Barney Experience October 2007 - July 2009
Job Advisory Board Member Liaison at Credit Suisse, AVP
Industry Financial Services
Experience
Credit Suisse March 2015 - Present
The Yoga Room May 2013 - Present
Credit Suisse November 2012 - March 2015
Credit Suisse January 2012 - November 2012
Citi Private Bank August 2009 - February 2011
Morgan Stanley Smith Barney October 2007 - July 2009
Skills
Project Management, Social Media, Public Speaking, Microsoft Office, MS Excel Pivot Tables, Written & Oral..., Event Management, Event Planning, Human Resources, Leadership, Marketing
Education
University at Buffalo 2001 — 2005
BFA, Music Theatre
Credit Suisse March 2015 - Present
The Yoga Room May 2013 - Present
Credit Suisse November 2012 - March 2015
Credit Suisse January 2012 - November 2012
Citi Private Bank August 2009 - February 2011
Morgan Stanley Smith Barney October 2007 - July 2009
Skills
Project Management, Social Media, Public Speaking, Microsoft Office, MS Excel Pivot Tables, Written & Oral..., Event Management, Event Planning, Human Resources, Leadership, Marketing
Education
University at Buffalo 2001 — 2005
BFA, Music Theatre
David Levitt David Levitt's Morgan Stanley Smith Barney Experience August 2010 - November 2010
Job Data and Metrics Analyst at the Federal Reserve Bank of New York
Industry Computer & Network Security
Experience
Federal Reserve Bank of New York August 2011 - Present
Ernst & Young March 2011 - June 2011
Morgan Stanley Smith Barney August 2010 - November 2010
Citigroup April 2005 - December 2009
EDS May 2001 - April 2005
Amalgamated Bank June 1998 - May 2001
St. Martin's Press March 1995 - June 1998
Minolta Corp September 1994 - January 1995
Skills
IT Audit, CISA, Risk Assessment, Information Technology, Internal Controls, CRISC, Metrics Reporting
Education
University at Albany, SUNY 1986 — 1990
BA, Jounalism
Federal Reserve Bank of New York August 2011 - Present
Ernst & Young March 2011 - June 2011
Morgan Stanley Smith Barney August 2010 - November 2010
Citigroup April 2005 - December 2009
EDS May 2001 - April 2005
Amalgamated Bank June 1998 - May 2001
St. Martin's Press March 1995 - June 1998
Minolta Corp September 1994 - January 1995
Skills
IT Audit, CISA, Risk Assessment, Information Technology, Internal Controls, CRISC, Metrics Reporting
Education
University at Albany, SUNY 1986 — 1990
BA, Jounalism
Elan Michael Elan Michael's Morgan Stanley Smith Barney Experience July 2007 - July 2009
Job Equity Day Trader at T3 Trading Group, LLC
Industry Capital Markets
Experience
T3 Trading Group, LLC February 2012 - Present
Wells Fargo Advisors April 2011 - January 2012
Timless Video NY July 2009 - January 2012
Morgan Stanley Smith Barney July 2007 - July 2009
Skills
Parties, Stocks, Mutual Funds, Options, Life Insurance, Fundraisers, Bar/Bat Mitzvahs, Money Market, Editing, Finance, Marketing, Microsoft Excel
Education
University of Bridgeport 2013 — 2017
Doctor of chiropractic, Chiropractic
2003-2007University at Albany, State University of New York 2003 — 2007
Bachelor of Science, Business Administration; Marketing/Management
University at Albany, SUNY 2003 — 2007
Business, Marketing/Management/ Finance
SOUTH SIDE HIGH SCHOOL 1999 — 2003
University of Bridgeport
T3 Trading Group, LLC February 2012 - Present
Wells Fargo Advisors April 2011 - January 2012
Timless Video NY July 2009 - January 2012
Morgan Stanley Smith Barney July 2007 - July 2009
Skills
Parties, Stocks, Mutual Funds, Options, Life Insurance, Fundraisers, Bar/Bat Mitzvahs, Money Market, Editing, Finance, Marketing, Microsoft Excel
Education
University of Bridgeport 2013 — 2017
Doctor of chiropractic, Chiropractic
2003-2007University at Albany, State University of New York 2003 — 2007
Bachelor of Science, Business Administration; Marketing/Management
University at Albany, SUNY 2003 — 2007
Business, Marketing/Management/ Finance
SOUTH SIDE HIGH SCHOOL 1999 — 2003
University of Bridgeport
Jennifer Buckley Jennifer Buckley's Morgan Stanley Smith Barney Experience July 2009 - December 2011
Job Personal Stylist for J. HIlburn Custom Menswear
Industry Apparel & Fashion
Experience
Morgan Stanley Smith Barney July 2009 - December 2011
The Worth Collection,Ltd. May 2009 - August 2010
merrill lynch December 2004 - June 2009
New York City 5th Ave Store April 2004 - May 2004
Banc of America Specialist(Fleet Specialist) April 2002 - November 2003
Deer Valley 2001 - 2002
Skills
Marketing, Sales, Investments, Social Media, Social Media Marketing, Marketing Strategy, Sales Management, Customer Service, Real Estate, Leadership, Small Business, Finance, Customer Satisfaction, Fundraising
Education
University of Alabama 1997 — 2001
Human Development and Family Studies, Adult Development
Pensacola Catholic High School 1993 — 1997
Morgan Stanley Smith Barney July 2009 - December 2011
The Worth Collection,Ltd. May 2009 - August 2010
merrill lynch December 2004 - June 2009
New York City 5th Ave Store April 2004 - May 2004
Banc of America Specialist(Fleet Specialist) April 2002 - November 2003
Deer Valley 2001 - 2002
Skills
Marketing, Sales, Investments, Social Media, Social Media Marketing, Marketing Strategy, Sales Management, Customer Service, Real Estate, Leadership, Small Business, Finance, Customer Satisfaction, Fundraising
Education
University of Alabama 1997 — 2001
Human Development and Family Studies, Adult Development
Pensacola Catholic High School 1993 — 1997
Jessica Quinlan Jessica Quinlan's Morgan Stanley Smith Barney Experience May 2011 - August 2011
Job Control Buyer at Pottery Barn Corp at WilliamsSonoma, Inc.
Industry Executive Office
Experience
Pottery Barn Corp at Williams-Sonoma, Inc. June 2015 - Present
Pottery Barn Corp at Williams-Sonoma, Inc. April 2014 - June 2015
Pottery Barn Corp at Williams-Sonoma, Inc. May 2013 - April 2014
Williams-Sonoma, Inc. July 2012 - May 2013
Morgan Stanley Smith Barney May 2011 - August 2011
Omega Sales & Marketing June 2007 - August 2010
Skills
Time Management, Microsoft Excel, PowerPoint, Research, Economics, Retail, Microsoft Office, Customer Service, Cross-functional Team..., Leadership, Sales, Social Networking, Microsoft Word, Teamwork, Event Planning, Facebook, Collaborative Problem..., Analytical Skills, Oral Communication, Leading Positive Change
Education
University of Arizona 2008 — 2012
Bachelor of Arts, Majored in Psychology, Minored in Business
University of New Haven 2011 — 2011
Pottery Barn Corp at Williams-Sonoma, Inc. June 2015 - Present
Pottery Barn Corp at Williams-Sonoma, Inc. April 2014 - June 2015
Pottery Barn Corp at Williams-Sonoma, Inc. May 2013 - April 2014
Williams-Sonoma, Inc. July 2012 - May 2013
Morgan Stanley Smith Barney May 2011 - August 2011
Omega Sales & Marketing June 2007 - August 2010
Skills
Time Management, Microsoft Excel, PowerPoint, Research, Economics, Retail, Microsoft Office, Customer Service, Cross-functional Team..., Leadership, Sales, Social Networking, Microsoft Word, Teamwork, Event Planning, Facebook, Collaborative Problem..., Analytical Skills, Oral Communication, Leading Positive Change
Education
University of Arizona 2008 — 2012
Bachelor of Arts, Majored in Psychology, Minored in Business
University of New Haven 2011 — 2011
Sloan Griffith Sloan Griffith's Morgan Stanley Smith Barney Experience January 2011 - September 2011
Job Financial Analyst
Industry Banking
Experience
SunTrust November 2014 - Present
Regions Mortgage October 2011 - September 2014
Morgan Stanley Smith Barney January 2011 - September 2011
Skills
Mortgage Lending, Loans, Finance, Mutual Funds, Financial Planning, Strategic Financial..., Banking, Financial Analysis, Bonds, Real Estate, Investments, Underwriting, Microsoft Office
Education
University of Alabama 2006 — 2010
Finance/Economics, Investments
SunTrust November 2014 - Present
Regions Mortgage October 2011 - September 2014
Morgan Stanley Smith Barney January 2011 - September 2011
Skills
Mortgage Lending, Loans, Finance, Mutual Funds, Financial Planning, Strategic Financial..., Banking, Financial Analysis, Bonds, Real Estate, Investments, Underwriting, Microsoft Office
Education
University of Alabama 2006 — 2010
Finance/Economics, Investments
Frances Bobbie, CFP®, ADPA ® Frances Bobbie, CFP®, ADPA ®'s Morgan Stanley Smith Barney Experience January 1981 - February 2012
Job VP at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. February 2012 - Present
United Way of the Greater Triangle 2010 - 2015
Morgan Stanley Smith Barney January 1981 - February 2012
Raleigh Professional Women's Forum 1988 - 1995
Skills
Strategic Financial..., Estate Planning, Retirement Planning, Wealth Management, Charitable Gift Planning, Alternative Investments, Income Protection, IRAs, Retirement
Education
UNC Chapel Hill 1974 — 1979
Bachelor of Arts (BA), Education
Université de Neuchâtel 1976 — 1977
Certificat du français moderne, French Language and Literature
Woodberry Forest Term in Britain 1973 — 1973
Fall Trimester Senior Year High School
Robert W. Baird & Co. February 2012 - Present
United Way of the Greater Triangle 2010 - 2015
Morgan Stanley Smith Barney January 1981 - February 2012
Raleigh Professional Women's Forum 1988 - 1995
Skills
Strategic Financial..., Estate Planning, Retirement Planning, Wealth Management, Charitable Gift Planning, Alternative Investments, Income Protection, IRAs, Retirement
Education
UNC Chapel Hill 1974 — 1979
Bachelor of Arts (BA), Education
Université de Neuchâtel 1976 — 1977
Certificat du français moderne, French Language and Literature
Woodberry Forest Term in Britain 1973 — 1973
Fall Trimester Senior Year High School
Avis Fagu, CFP(r) Avis Fagu, CFP(r)'s Morgan Stanley Smith Barney Experience June 2005 - December 2012
Job Certified Financial Planner at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2013 - Present
Morgan Stanley Smith Barney June 2005 - December 2012
Hampton Restaurant September 2003 - June 2005
Skills
Series 7, Certified Financial..., Financial Advisory, Asset Managment, Saving for Education, Retirement Planning, Wealth Management, Strategic Financial..., Investments, 401k Rollovers, Retirement, IRAs, Life Insurance, 401k, Life, Uniform Combined State..., Investment Strategies, Asset Management, Mutual Funds, Financial Planning
Education
University of Baltimore 2001 — 2005
BS, International Business/Marketing
Wells Fargo Advisors January 2013 - Present
Morgan Stanley Smith Barney June 2005 - December 2012
Hampton Restaurant September 2003 - June 2005
Skills
Series 7, Certified Financial..., Financial Advisory, Asset Managment, Saving for Education, Retirement Planning, Wealth Management, Strategic Financial..., Investments, 401k Rollovers, Retirement, IRAs, Life Insurance, 401k, Life, Uniform Combined State..., Investment Strategies, Asset Management, Mutual Funds, Financial Planning
Education
University of Baltimore 2001 — 2005
BS, International Business/Marketing
Tyler Simmons, CLU, ChFC, RICP Tyler Simmons, CLU, ChFC, RICP's Morgan Stanley Smith Barney Experience 2001 - 2004
Job Partner, Family Wealth Decisions Group
Industry Financial Services
Experience
Family Wealth Decisions Group September 2005 - Present
Morgan Stanley Smith Barney 2001 - 2004
Education
University at Albany, SUNY
Bachelors, Finance & Marketing
Family Wealth Decisions Group September 2005 - Present
Morgan Stanley Smith Barney 2001 - 2004
Education
University at Albany, SUNY
Bachelors, Finance & Marketing
Danny Barnes's Morgan Stanley Smith Barney Experience September 2011 - May 2012
Job Senior Associate I Thorofare Capital I Complex Debt Restructuring of Various RE Investments and Fund Creation
Industry Real Estate
Experience
Thorofare Capital, Inc. July 2015 - Present
Bainbridge Investments July 2014 - July 2015
Variant Commercial Real Estate September 2012 - June 2014
Morgan Stanley Smith Barney September 2011 - May 2012
Conix, Inc January 2011 - July 2011
Skills
Mergers & Acquisitions, Investments, Private Equity, Venture Capital, Capital Formation, Deal Execution, Capital Markets, Valuation, Leadership, Debt Restructuring, Strategy, Deal Structures, Business Development, Restructuring, Corporate Finance, Finance, Investor Relations, Entrepreneurship, Business Planning, Market Research, Portfolio Management, Management, Mergers
Education
University of Arizona
Bachelor's Degree, Social Behavioral Sciences; Regional Development and Finance
Investment Banking Institute 2011 — 2012
Financial Modeling and Strategy Implementation
Thorofare Capital, Inc. July 2015 - Present
Bainbridge Investments July 2014 - July 2015
Variant Commercial Real Estate September 2012 - June 2014
Morgan Stanley Smith Barney September 2011 - May 2012
Conix, Inc January 2011 - July 2011
Skills
Mergers & Acquisitions, Investments, Private Equity, Venture Capital, Capital Formation, Deal Execution, Capital Markets, Valuation, Leadership, Debt Restructuring, Strategy, Deal Structures, Business Development, Restructuring, Corporate Finance, Finance, Investor Relations, Entrepreneurship, Business Planning, Market Research, Portfolio Management, Management, Mergers
Education
University of Arizona
Bachelor's Degree, Social Behavioral Sciences; Regional Development and Finance
Investment Banking Institute 2011 — 2012
Financial Modeling and Strategy Implementation
Gina Gerhart Gina Gerhart's Morgan Stanley Smith Barney Experience January 2012 - April 2012
Job Recruitment Specialist at Girl Scouts of North East Ohio
Industry Nonprofit Organization Management
Experience
Girl Scouts of North East Ohio February 2015 - Present
Girl Scouts of North East Ohio August 2013 - February 2015
The Akron Area YMCA August 2012 - July 2013
The Akron Area YMCA June 2012 - May 2013
BizBash Media April 2012 - May 2012
Stamford Family YMCA February 2012 - May 2012
Morgan Stanley Smith Barney January 2012 - April 2012
TheCelebrityCafe.com December 2011 - March 2012
RMD Advertising October 2011 - December 2011
University of Dayton September 2009 - April 2011
Skills
Editing, Blogging, AP Style, Social Networking, Press Releases, PowerPoint, Social Media Marketing, Wordpress, Event Planning, Fundraising, Copy Editing, Community Engagement, Recruitment, Community Outreach, Magazines, Journalism, Feature Articles
Education
University of Dayton 2007 — 2011
Bachelor of Arts, Communication (Journalism Concentration), English
Universiteit van Amsterdam 2010 — 2010
Media, Literatuur, Nederlandse Sociaal Beleid en Taal
University of Dayton Department of Communication 2009 — 2009
Multicultural and Organizational Communication
Revere High School 2003 — 2007
High School
Girl Scouts of North East Ohio February 2015 - Present
Girl Scouts of North East Ohio August 2013 - February 2015
The Akron Area YMCA August 2012 - July 2013
The Akron Area YMCA June 2012 - May 2013
BizBash Media April 2012 - May 2012
Stamford Family YMCA February 2012 - May 2012
Morgan Stanley Smith Barney January 2012 - April 2012
TheCelebrityCafe.com December 2011 - March 2012
RMD Advertising October 2011 - December 2011
University of Dayton September 2009 - April 2011
Skills
Editing, Blogging, AP Style, Social Networking, Press Releases, PowerPoint, Social Media Marketing, Wordpress, Event Planning, Fundraising, Copy Editing, Community Engagement, Recruitment, Community Outreach, Magazines, Journalism, Feature Articles
Education
University of Dayton 2007 — 2011
Bachelor of Arts, Communication (Journalism Concentration), English
Universiteit van Amsterdam 2010 — 2010
Media, Literatuur, Nederlandse Sociaal Beleid en Taal
University of Dayton Department of Communication 2009 — 2009
Multicultural and Organizational Communication
Revere High School 2003 — 2007
High School
Matt Sheinbrot's Morgan Stanley Smith Barney Experience March 2012 - October 2012
Job Associate Operations Control KYC / AML Client Account Approval
Industry Financial Services
Experience
Nomura Securities June 2014 - Present
DTCC January 2013 - June 2014
State Street September 2012 - December 2012
Morgan Stanley Smith Barney March 2012 - October 2012
Depository Trust & Clearing Corporation January 2011 - May 2012
Susan B. Anthony Middle School September 2010 - December 2010
BNY Mellon November 2009 - April 2010
UBS Financial Services May 2009 - July 2009
Skills
Financial Risk, Microsoft Excel, Analysis, AML, Due Diligence, Accounting, Banking, Bloomberg, Credit, Finance, KYC, Management, Risk Assessment, Risk Management, Software Documentation, USA PATRIOT Act, Anti Money Laundering
Education
SUNY Albany 2005 — 2009
Finance
Nomura Securities June 2014 - Present
DTCC January 2013 - June 2014
State Street September 2012 - December 2012
Morgan Stanley Smith Barney March 2012 - October 2012
Depository Trust & Clearing Corporation January 2011 - May 2012
Susan B. Anthony Middle School September 2010 - December 2010
BNY Mellon November 2009 - April 2010
UBS Financial Services May 2009 - July 2009
Skills
Financial Risk, Microsoft Excel, Analysis, AML, Due Diligence, Accounting, Banking, Bloomberg, Credit, Finance, KYC, Management, Risk Assessment, Risk Management, Software Documentation, USA PATRIOT Act, Anti Money Laundering
Education
SUNY Albany 2005 — 2009
Finance
Tyler Hasemann's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Associate CCRE Cantor Fitzgerald
Industry Real Estate
Experience
Cantor Fitzgerald 2013 - Present
Houlihan Lokey May 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
UHY Advisors January 2011 - April 2011
Education
State University of New York at Albany 2008 — 2012
Bachelor of Science (B.S.), Financial Analyst Honors Program & Accounting
Cantor Fitzgerald 2013 - Present
Houlihan Lokey May 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
UHY Advisors January 2011 - April 2011
Education
State University of New York at Albany 2008 — 2012
Bachelor of Science (B.S.), Financial Analyst Honors Program & Accounting
Crystal Cao Crystal Cao's Morgan Stanley Smith Barney Experience August 2007 - Present
Job Founder and Chief Buyer at CECloset
Industry Financial Services
Experience
CECloset June 2012 - Present
Morgan Stanley Smith Barney August 2007 - Present
Citi Smith Barney April 2006 - June 2007
Rutberg & Company May 2005 - July 2005
Skills
Financial Analysis, Portfolio Management, Microsoft Excel, Finance, Investment Banking, Data Analysis, Risk Management, Financial Reporting
Education
University of California, Berkeley 2003 — 2007
Economics
East Lyme High School 2001 — 2004
CECloset June 2012 - Present
Morgan Stanley Smith Barney August 2007 - Present
Citi Smith Barney April 2006 - June 2007
Rutberg & Company May 2005 - July 2005
Skills
Financial Analysis, Portfolio Management, Microsoft Excel, Finance, Investment Banking, Data Analysis, Risk Management, Financial Reporting
Education
University of California, Berkeley 2003 — 2007
Economics
East Lyme High School 2001 — 2004
Tyler Lundmark Tyler Lundmark's Morgan Stanley Smith Barney Experience May 2008 - December 2008
Job CoFounder/CEO of RoomDividersNow
Industry Marketing and Advertising
Experience
RoomDividersNow July 2014 - Present
ZEFR October 2013 - July 2014
4D June 2012 - October 2013
Smooch LLC March 2012 - January 2013
4D May 2011 - May 2012
Epoch Films August 2010 - September 2010
Manarchy Films June 2009 - March 2010
Backdrop Express May 2009 - March 2010
Morgan Stanley Smith Barney May 2008 - December 2008
Skills
Online Marketing, Digital Marketing, Social Media, Marketing, Web Analytics, Leadership, Photoshop, Spanish, Market Planning, Mobile Advertising, Microsoft Office, Social Media Marketing, Online Advertising, PPC, SEO, Media Planning, Digital Media, Facebook, Mobile Marketing, Start-ups, Advertising, Integrated Marketing
Education
University of Arizona 2006 — 2010
Bachelor of Science, Marketing
University of Arizona, Eller College of Management 2006 — 2010
Marketing
RoomDividersNow July 2014 - Present
ZEFR October 2013 - July 2014
4D June 2012 - October 2013
Smooch LLC March 2012 - January 2013
4D May 2011 - May 2012
Epoch Films August 2010 - September 2010
Manarchy Films June 2009 - March 2010
Backdrop Express May 2009 - March 2010
Morgan Stanley Smith Barney May 2008 - December 2008
Skills
Online Marketing, Digital Marketing, Social Media, Marketing, Web Analytics, Leadership, Photoshop, Spanish, Market Planning, Mobile Advertising, Microsoft Office, Social Media Marketing, Online Advertising, PPC, SEO, Media Planning, Digital Media, Facebook, Mobile Marketing, Start-ups, Advertising, Integrated Marketing
Education
University of Arizona 2006 — 2010
Bachelor of Science, Marketing
University of Arizona, Eller College of Management 2006 — 2010
Marketing
Randi Strelitz Randi Strelitz's Morgan Stanley Smith Barney Experience November 1984 - July 1985
Job Executive Vice President at Haynes Furniture Company
Industry Retail
Experience
Haynes Furniture Company Creative DirectorThe DumpJanuary 2011 - Present
Morgan Stanley Smith Barney November 1984 - July 1985
New York Hanseatic corp/Greenwich Capital September 1983 - April 1985
Skills
Advertising, Bonds, Budgets, Cross-functional Team..., E-commerce, Fashion, Financial Analysis, Forecasting, Furniture, Inventory Management, Leadership, Marketing, Merchandising, Marketing Strategy, Negotiation, Operations Management, Pricing, Product Development, Retail, Sales, Sales Management, Sales Operations, Strategic Planning, Team Building
Education
University of Pennsylvania - The Wharton School 1980 — 1982
BS Economics, Marketing
University at Buffalo 1978 — 1980
Business, Management, Marketing, and Related Support Services
Haynes Furniture Company Creative DirectorThe DumpJanuary 2011 - Present
Morgan Stanley Smith Barney November 1984 - July 1985
New York Hanseatic corp/Greenwich Capital September 1983 - April 1985
Skills
Advertising, Bonds, Budgets, Cross-functional Team..., E-commerce, Fashion, Financial Analysis, Forecasting, Furniture, Inventory Management, Leadership, Marketing, Merchandising, Marketing Strategy, Negotiation, Operations Management, Pricing, Product Development, Retail, Sales, Sales Management, Sales Operations, Strategic Planning, Team Building
Education
University of Pennsylvania - The Wharton School 1980 — 1982
BS Economics, Marketing
University at Buffalo 1978 — 1980
Business, Management, Marketing, and Related Support Services
Scott Schindler Scott Schindler's Morgan Stanley Smith Barney Experience May 2006 - August 2006
Job Vice President at The Irving Group
Industry Real Estate
Experience
The Irving Group September 2015 - Present
Blanchard, Krasner & French September 2012 - September 2015
Thomson Reuters May 2010 - May 2012
The University of Arizona June 2011 - August 2011
California Court of Appeal, First District June 2010 - August 2010
U.S. House of Representatives May 2010 - August 2010
Marriott Gaslamp Quarter August 2008 - August 2009
Morgan Stanley Smith Barney May 2006 - August 2006
Mighty 1090 Radio Station May 2005 - August 2005
Skills
Office Tenant..., Negotiating Leases, Tenant Representation, Commercial Real Estate, Lease Administration, Real Estate, Tax Law, Corporate Law, Lease Negotiations, Commercial Litigation, Public Speaking, Negotiation, Finance, Mergers & Acquisitions, Licensing, Mediation, Estate Planning, Event Planning, Mergers, Microsoft Word, Data Analysis, Leases, Lease Documentation, Lease Options
Education
University of Arizona, James E. Rogers College of Law 2009 — 2012
Juris Doctor, Business and Tax Law, Cum Laude
University of Arizona, Eller College of Management 2004 — 2008
B.S. Business Administration, Finance, Cum Laude
The Irving Group September 2015 - Present
Blanchard, Krasner & French September 2012 - September 2015
Thomson Reuters May 2010 - May 2012
The University of Arizona June 2011 - August 2011
California Court of Appeal, First District June 2010 - August 2010
U.S. House of Representatives May 2010 - August 2010
Marriott Gaslamp Quarter August 2008 - August 2009
Morgan Stanley Smith Barney May 2006 - August 2006
Mighty 1090 Radio Station May 2005 - August 2005
Skills
Office Tenant..., Negotiating Leases, Tenant Representation, Commercial Real Estate, Lease Administration, Real Estate, Tax Law, Corporate Law, Lease Negotiations, Commercial Litigation, Public Speaking, Negotiation, Finance, Mergers & Acquisitions, Licensing, Mediation, Estate Planning, Event Planning, Mergers, Microsoft Word, Data Analysis, Leases, Lease Documentation, Lease Options
Education
University of Arizona, James E. Rogers College of Law 2009 — 2012
Juris Doctor, Business and Tax Law, Cum Laude
University of Arizona, Eller College of Management 2004 — 2008
B.S. Business Administration, Finance, Cum Laude
Fabio Duran MBA's Morgan Stanley Smith Barney Experience June 2002 - December 2009
Job President/CEO at REIG Global Private Fund
Industry Venture Capital & Private Equity
Experience
REIG Global Private Fund January 2014 - Present
EXIM Financial Group January 2011 - Present
Adriatica Private Fund January 2009 - December 2013
Morgan Stanley Smith Barney June 2002 - December 2009
Skills
Investments, Financial,..., Private Equity Funding, Investments, Entrepreneurship, Mergers, Investment Banking, Capital Markets, Private Equity, Venture Capital, Finance, Valuation, Emerging Markets, Due Diligence, Financial Modeling, Corporate Finance, Economics, Financial Analysis, Portfolio Management, Asset Managment, Business Strategy, Start-ups, Project Finance, Analysis, Strategy, Strategic Financial..., Business Planning, Strategic Planning, Market Research, Management Consulting, Loans, Investor Relations, Mergers & Acquisitions, Negotiation, Equities, Trading, Restructuring, Alternative Investments, Executive Management, International Business, Risk Management, Competitive Analysis, Strategic Consulting, Business Development, Funding, Market Analysis, Financial Markets, Strategic Partnerships, Banking, New Business Development, Fixed Income
Education
University of Amsterdam 1998 — 1998
IE, International Economics
Georgia Institute of Technology - Georgia Tech College of Management 1985 — 1990
MBA, Economics & Banking
REIG Global Private Fund January 2014 - Present
EXIM Financial Group January 2011 - Present
Adriatica Private Fund January 2009 - December 2013
Morgan Stanley Smith Barney June 2002 - December 2009
Skills
Investments, Financial,..., Private Equity Funding, Investments, Entrepreneurship, Mergers, Investment Banking, Capital Markets, Private Equity, Venture Capital, Finance, Valuation, Emerging Markets, Due Diligence, Financial Modeling, Corporate Finance, Economics, Financial Analysis, Portfolio Management, Asset Managment, Business Strategy, Start-ups, Project Finance, Analysis, Strategy, Strategic Financial..., Business Planning, Strategic Planning, Market Research, Management Consulting, Loans, Investor Relations, Mergers & Acquisitions, Negotiation, Equities, Trading, Restructuring, Alternative Investments, Executive Management, International Business, Risk Management, Competitive Analysis, Strategic Consulting, Business Development, Funding, Market Analysis, Financial Markets, Strategic Partnerships, Banking, New Business Development, Fixed Income
Education
University of Amsterdam 1998 — 1998
IE, International Economics
Georgia Institute of Technology - Georgia Tech College of Management 1985 — 1990
MBA, Economics & Banking
Greg Finney Greg Finney's Morgan Stanley Smith Barney Experience January 1993 - January 1996
Job Founder/CEO : 2Modern
Industry Marketing and Advertising
Experience
2Modern January 2003 - Present
Sendomatic.com April 1999 - January 2014
Carve Media January 1996 - January 2009
Morgan Stanley Smith Barney January 1993 - January 1996
Skills
Marketing Strategy, Brand Development, E-commerce, Public Speaking, Negotiation, Online Marketing, Business Planning, New Business Development, Sales Management, Social Media, Strategic Planning, Social Media Marketing, Start-ups, Product Marketing, Business Strategy, Marketing Management, Marketing Communications, Strategy Development, Creative Development, Digital Marketing, Creative Direction, Advertising, Online Advertising, Strategy, Product Development, Strategic Partnerships, Social Networking, Account Management, Business Development, Photography, Digital Media, Competitive Analysis, Lead Generation, Blogging, Entrepreneurship, Marketing, Email Marketing
Education
University of Arizona 1988 — 1992
BA, English - History - Philosophy
2Modern January 2003 - Present
Sendomatic.com April 1999 - January 2014
Carve Media January 1996 - January 2009
Morgan Stanley Smith Barney January 1993 - January 1996
Skills
Marketing Strategy, Brand Development, E-commerce, Public Speaking, Negotiation, Online Marketing, Business Planning, New Business Development, Sales Management, Social Media, Strategic Planning, Social Media Marketing, Start-ups, Product Marketing, Business Strategy, Marketing Management, Marketing Communications, Strategy Development, Creative Development, Digital Marketing, Creative Direction, Advertising, Online Advertising, Strategy, Product Development, Strategic Partnerships, Social Networking, Account Management, Business Development, Photography, Digital Media, Competitive Analysis, Lead Generation, Blogging, Entrepreneurship, Marketing, Email Marketing
Education
University of Arizona 1988 — 1992
BA, English - History - Philosophy
James Lower James Lower's Morgan Stanley Smith Barney Experience January 2012 - May 2012
Job National Account Sales Manager at Coyote Logistics
Industry Financial Services
Experience
Coyote Logistics July 2015 - Present
ProctorU March 2014 - July 2015
Hoar Construction November 2012 - March 2014
Whole Foods Market January 2006 - January 2013
Morgan Stanley Smith Barney January 2012 - May 2012
University of Alabama August 2009 - December 2011
Education
University of Alabama 2007 — 2011
Finance, Economics & Computer Applications, Graduated Cum Laude
Vestavia
Coyote Logistics July 2015 - Present
ProctorU March 2014 - July 2015
Hoar Construction November 2012 - March 2014
Whole Foods Market January 2006 - January 2013
Morgan Stanley Smith Barney January 2012 - May 2012
University of Alabama August 2009 - December 2011
Education
University of Alabama 2007 — 2011
Finance, Economics & Computer Applications, Graduated Cum Laude
Vestavia
Grace Y. Chou Grace Y. Chou's Morgan Stanley Smith Barney Experience September 2010 - May 2011
Job Manager Corporate Development at Walmart eCommerce
Industry Investment Banking
Experience
Walmart eCommerce January 2014 - Present
Oppenheimer & Co. July 2013 - December 2013
Houlihan Lokey 2011 - 2013
Morgan Stanley Smith Barney September 2010 - May 2011
Skills
Financial Modeling, Investment Banking, Corporate Finance, Mergers & Acquisitions, Investments, Valuation, Financial Analysis, Economics, Bloomberg, Market Research, Microsoft Excel, Entrepreneurship, Corporate Development, Mandarin, Analysis, Private Equity, Capital IQ, Capital Markets, Due Diligence, Finance, DCF, Strategic Financial..., Accounting, Financial Reporting, Business Valuation, ThomsonOne, LBO
Education
University of California, Berkeley
B.A., Economics, Legal Studies
Walmart eCommerce January 2014 - Present
Oppenheimer & Co. July 2013 - December 2013
Houlihan Lokey 2011 - 2013
Morgan Stanley Smith Barney September 2010 - May 2011
Skills
Financial Modeling, Investment Banking, Corporate Finance, Mergers & Acquisitions, Investments, Valuation, Financial Analysis, Economics, Bloomberg, Market Research, Microsoft Excel, Entrepreneurship, Corporate Development, Mandarin, Analysis, Private Equity, Capital IQ, Capital Markets, Due Diligence, Finance, DCF, Strategic Financial..., Accounting, Financial Reporting, Business Valuation, ThomsonOne, LBO
Education
University of California, Berkeley
B.A., Economics, Legal Studies
Angela Martin-Allgier Angela Martin-Allgier's Morgan Stanley Smith Barney Experience 1999 - 2007
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley Smith Barney 1999 - 2007
Education
University of Arkansas at Little Rock 1986 — 1991
Bachelor of Arts (BA), Psychology
Morgan Stanley Smith Barney 1999 - 2007
Education
University of Arkansas at Little Rock 1986 — 1991
Bachelor of Arts (BA), Psychology
Dan Hohenberg, CRPC Dan Hohenberg, CRPC's Morgan Stanley Smith Barney Experience August 1994 - January 2007
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2014 - Present
Citi Personal Wealth Management June 2012 - February 2014
Merrill Lynch January 2007 - June 2012
Morgan Stanley Smith Barney August 1994 - January 2007
The Riese Organization April 1991 - August 1994
Education
State University of New York at Albany 1979 — 1983
Bachelors of Arts, Communications, Marketing Concentration
Ameriprise Financial Services, Inc. March 2014 - Present
Citi Personal Wealth Management June 2012 - February 2014
Merrill Lynch January 2007 - June 2012
Morgan Stanley Smith Barney August 1994 - January 2007
The Riese Organization April 1991 - August 1994
Education
State University of New York at Albany 1979 — 1983
Bachelors of Arts, Communications, Marketing Concentration
Olivier Benatar Olivier Benatar's Morgan Stanley Smith Barney Experience 1994 - 1997
Job Head of Funding Programs and Investor Relations
Industry Banking
Experience
Dexia September 2009 - Present
Dexia January 2006 - August 2009
UBS Investment Bank May 2001 - October 2005
JP Morgan September 2000 - May 2001
Societe Generale January 1997 - September 2000
Morgan Stanley Smith Barney 1994 - 1997
Paine Webber 1993 - 1994
Skills
FX, Structured Products, Bonds, Funding, Investor Relations, Derivatives, Options, Fixed Income, Interest Rate..., Credit, Origination, FX Options
Education
Université Paris Dauphine 1988 — 1993
Post Graduate Degree (DESS 203), Financial Markets
Dexia September 2009 - Present
Dexia January 2006 - August 2009
UBS Investment Bank May 2001 - October 2005
JP Morgan September 2000 - May 2001
Societe Generale January 1997 - September 2000
Morgan Stanley Smith Barney 1994 - 1997
Paine Webber 1993 - 1994
Skills
FX, Structured Products, Bonds, Funding, Investor Relations, Derivatives, Options, Fixed Income, Interest Rate..., Credit, Origination, FX Options
Education
Université Paris Dauphine 1988 — 1993
Post Graduate Degree (DESS 203), Financial Markets
Elisabeth Forsyth Elisabeth Forsyth's Morgan Stanley Smith Barney Experience May 2009 - August 2009
Job JD Candidate for Class of 2016
Industry Legal Services
Experience
Avalara November 2014 - Present
Washington State Attorney General June 2014 - August 2014
Inviso September 2010 - August 2013
Whitman College May 2010 - August 2010
Whitman College September 2008 - June 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Kappa Alpha Theta January 2008 - December 2008
Penn, Schoen, and Berland Associates June 2008 - August 2008
Morgan Stanley Smith Barney January 2006 - December 2007
Skills
SharePoint, Data Analysis, Technical Writing, Analysis, Management, Software Documentation, Editing, Business Intelligence, Microsoft SQL Server, Agile Methodologies, Program Management
Education
University of Washington 2013 — 2016
Doctor of Law (J.D.)
University of Washington 2013 — 2016
Whitman College 2006 — 2010
Economics
Université de Nantes 2008 — 2008
Seattle Prep 2002 — 2006
High School Diploma
Avalara November 2014 - Present
Washington State Attorney General June 2014 - August 2014
Inviso September 2010 - August 2013
Whitman College May 2010 - August 2010
Whitman College September 2008 - June 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Kappa Alpha Theta January 2008 - December 2008
Penn, Schoen, and Berland Associates June 2008 - August 2008
Morgan Stanley Smith Barney January 2006 - December 2007
Skills
SharePoint, Data Analysis, Technical Writing, Analysis, Management, Software Documentation, Editing, Business Intelligence, Microsoft SQL Server, Agile Methodologies, Program Management
Education
University of Washington 2013 — 2016
Doctor of Law (J.D.)
University of Washington 2013 — 2016
Whitman College 2006 — 2010
Economics
Université de Nantes 2008 — 2008
Seattle Prep 2002 — 2006
High School Diploma
Debra Callaway Debra Callaway's Morgan Stanley Smith Barney Experience July 1998 - July 2010
Job Agent/Registered Representative
Industry Financial Services
Experience
New York Life Insurance Company July 2010 - Present
NYLife Securities July 2010 - Present
Morgan Stanley Smith Barney July 1998 - July 2010
MERRILL LYNCH, INC January 1998 - January 1999
THE PRINCIPAL FINANCAL GROUP January 1995 - January 1998
BANC ONE SECURITIES CORPORATION January 1991 - January 1995
Skills
Long Term Care, Retirement Planning, Estate Planning, Financial Planning, Insurance
Education
UNIVERITY OF ARIZONA 1974 — 1978
Bachelor of Science, Business Administration; Business
University of Arizona 1973 — 1978
BS, Business Administration
New York Life Insurance Company July 2010 - Present
NYLife Securities July 2010 - Present
Morgan Stanley Smith Barney July 1998 - July 2010
MERRILL LYNCH, INC January 1998 - January 1999
THE PRINCIPAL FINANCAL GROUP January 1995 - January 1998
BANC ONE SECURITIES CORPORATION January 1991 - January 1995
Skills
Long Term Care, Retirement Planning, Estate Planning, Financial Planning, Insurance
Education
UNIVERITY OF ARIZONA 1974 — 1978
Bachelor of Science, Business Administration; Business
University of Arizona 1973 — 1978
BS, Business Administration
Rajiv Kedia Rajiv Kedia's Morgan Stanley Smith Barney Experience May 2009 - Present
Job Manager Operations
Industry Investment Banking
Experience
Morgan Stanley Smith Barney May 2009 - Present
Headstrong August 2008 - Present
iGATE Global Solutions March 2006 - July 2008
Ocwen Financial Solutions August 2005 - March 2006
Skills
Business Analysis, Business Process..., Consulting, Banking, Management, Mortgage Lending, Pre-sales, Project Management, Requirements Analysis, Requirements Gathering, SDLC, Risk Management, Software Project..., Team Management, Vendor Management, Process Improvement
Education
University of Calcutta 1999 — 2002
Bachelors in Commerce (Hons.)
Dreamland School 1985 — 1997
Dreamland School Makhla 1985 — 1997
dreamland 1985 — 1997
Morgan Stanley Smith Barney May 2009 - Present
Headstrong August 2008 - Present
iGATE Global Solutions March 2006 - July 2008
Ocwen Financial Solutions August 2005 - March 2006
Skills
Business Analysis, Business Process..., Consulting, Banking, Management, Mortgage Lending, Pre-sales, Project Management, Requirements Analysis, Requirements Gathering, SDLC, Risk Management, Software Project..., Team Management, Vendor Management, Process Improvement
Education
University of Calcutta 1999 — 2002
Bachelors in Commerce (Hons.)
Dreamland School 1985 — 1997
Dreamland School Makhla 1985 — 1997
dreamland 1985 — 1997
Mike Bialik's Morgan Stanley Smith Barney Experience May 2007 - August 2007
Job Area Assistant Vice President at Arthur J. Gallagher & Co
Industry Insurance
Experience
Arthur J. Gallagher & Co. June 2008 - Present
Morgan Stanley Smith Barney May 2007 - August 2007
Sundt Mortgage October 2006 - May 2007
Education
University of Arizona, Eller College of Management 2004 — 2008
Business, Finance
Arthur J. Gallagher & Co. June 2008 - Present
Morgan Stanley Smith Barney May 2007 - August 2007
Sundt Mortgage October 2006 - May 2007
Education
University of Arizona, Eller College of Management 2004 — 2008
Business, Finance
Danielle Boone, CFP® Danielle Boone, CFP®'s Morgan Stanley Smith Barney Experience 2006 - Present
Job Senior Registered Associate The Rapkin Hersch Group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2012 - Present
Morgan Stanley Smith Barney 2006 - Present
Skills
Series 7, Retirement Planning, Series 63, Wealth Management, Asset Allocation, Mutual Funds, Uniform Combined State..., Alternative Investments, Investments, FINRA, Securities, Equities, Investment Strategies, Asset Management, Portfolio Management, Strategic Financial..., Series 65, Estate Planning, Fixed Income, Investment Advisory
Education
University of Arizona 1998 — 2002
BA, History
Mercer Island High School
Morgan Stanley May 2012 - Present
Morgan Stanley Smith Barney 2006 - Present
Skills
Series 7, Retirement Planning, Series 63, Wealth Management, Asset Allocation, Mutual Funds, Uniform Combined State..., Alternative Investments, Investments, FINRA, Securities, Equities, Investment Strategies, Asset Management, Portfolio Management, Strategic Financial..., Series 65, Estate Planning, Fixed Income, Investment Advisory
Education
University of Arizona 1998 — 2002
BA, History
Mercer Island High School
Jonathan Blum Jonathan Blum's Morgan Stanley Smith Barney Experience August 2008 - January 2011
Job Professional Staff at House Financial Services Committee
Industry Political Organization
Experience
House Financial Services Committee April 2014 - Present
Senator Dean Heller June 2011 - April 2014
Senate Committee on Small Business and Entrepreneurship January 2011 - June 2011
Morgan Stanley Smith Barney August 2008 - January 2011
Skills
Public Policy, Legislative Relations, Policy, Policy Analysis, Non-profits, Public Administration, Program Management, Political Campaigns
Education
University of Baltimore 2009 — 2011
M.P.A., Public Policy and Administration
Washington College 2004 — 2007
B.A., Economics, Business Management
House Financial Services Committee April 2014 - Present
Senator Dean Heller June 2011 - April 2014
Senate Committee on Small Business and Entrepreneurship January 2011 - June 2011
Morgan Stanley Smith Barney August 2008 - January 2011
Skills
Public Policy, Legislative Relations, Policy, Policy Analysis, Non-profits, Public Administration, Program Management, Political Campaigns
Education
University of Baltimore 2009 — 2011
M.P.A., Public Policy and Administration
Washington College 2004 — 2007
B.A., Economics, Business Management
Aongus Fadden Aongus Fadden's Morgan Stanley Smith Barney Experience 2006 - 2008
Job Sr. Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2012 - Present
RBC Wealth Management 2008 - 2010
Morgan Stanley Smith Barney 2006 - 2008
Legg Mason 2005 - 2006
Skills
Management, Sales, New Business Development, Client Services, Accounting, Series 7, Retirement Planning, Wealth Management, Investments, Equities, Portfolio Management
Education
University College Dublin 1993 — 1996
Morgan Stanley 2012 - Present
RBC Wealth Management 2008 - 2010
Morgan Stanley Smith Barney 2006 - 2008
Legg Mason 2005 - 2006
Skills
Management, Sales, New Business Development, Client Services, Accounting, Series 7, Retirement Planning, Wealth Management, Investments, Equities, Portfolio Management
Education
University College Dublin 1993 — 1996
Wesley Previant Wesley Previant's Morgan Stanley Smith Barney Experience August 2005 - May 2012
Job Vice President Financial Advisor
Industry Financial Services
Experience
RBC Wealth Management June 2014 - Present
Morgan Stanley April 2012 - June 2014
Morgan Stanley Smith Barney August 2005 - May 2012
Merrill Lynch July 2004 - August 2005
Consolidated Electric Distributors 2003 - 2004
E*TRADE Financial September 2000 - March 2003
Skills
Series 7, Mutual Funds, Retirement Planning, Investment Advisory, 401k, Retirement, Series 6, Series 24, Series 63, FINRA, Wealth Management, Defined Benefit, Retirement Plan..., Pensions, Qualified Retirement..., Financial Advisory, Defined Contribution, Investment Management, Asset Allocation, Series 65, 401k Rollovers, Certified Financial..., Strategic Financial..., Investment Strategies, Finance, ETFs, Estate Planning, Equities, Securities, Financial Services, Uniform Combined State..., IRAs, Asset Management, Investments, Wealth Management..., Fixed Annuities, Alternative Investments, Separately Managed..., Fixed Income, Financial Planners, Life Insurance, Bonds, Portfolio Management, Wealth, Variable Annuities
Education
University of Arizona 1995 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General
RBC Wealth Management June 2014 - Present
Morgan Stanley April 2012 - June 2014
Morgan Stanley Smith Barney August 2005 - May 2012
Merrill Lynch July 2004 - August 2005
Consolidated Electric Distributors 2003 - 2004
E*TRADE Financial September 2000 - March 2003
Skills
Series 7, Mutual Funds, Retirement Planning, Investment Advisory, 401k, Retirement, Series 6, Series 24, Series 63, FINRA, Wealth Management, Defined Benefit, Retirement Plan..., Pensions, Qualified Retirement..., Financial Advisory, Defined Contribution, Investment Management, Asset Allocation, Series 65, 401k Rollovers, Certified Financial..., Strategic Financial..., Investment Strategies, Finance, ETFs, Estate Planning, Equities, Securities, Financial Services, Uniform Combined State..., IRAs, Asset Management, Investments, Wealth Management..., Fixed Annuities, Alternative Investments, Separately Managed..., Fixed Income, Financial Planners, Life Insurance, Bonds, Portfolio Management, Wealth, Variable Annuities
Education
University of Arizona 1995 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General
David S Huang David S Huang's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Software Engineer at Oscar Insurance
Industry Computer Software
Experience
Oscar Insurance June 2015 - Present
Palantir Technologies 2014 - 2015
CS170 (Efficient Algorithms) September 2013 - December 2013
Computational Game Theory January 2012 - May 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Haas School of Business, UC Berkeley September 2010 - May 2011
Haas School of Business, UC Berkeley January 2010 - May 2010
Mizuho Securities Asia Limited 2009 - 2009
China International Futures Company 2009 - 2009
Skills
Python, Java, Scala, C, Corporate Finance, Matlab, LaTeX, Data Mining
Education
University of California, Berkeley 2009 — 2013
B.A., Computer Science, Applied Mathematics
Burnaby North Secondary School 2004 — 2008
High School Diploma
Shenzhen Middle School 2003 — 2004
Oscar Insurance June 2015 - Present
Palantir Technologies 2014 - 2015
CS170 (Efficient Algorithms) September 2013 - December 2013
Computational Game Theory January 2012 - May 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Haas School of Business, UC Berkeley September 2010 - May 2011
Haas School of Business, UC Berkeley January 2010 - May 2010
Mizuho Securities Asia Limited 2009 - 2009
China International Futures Company 2009 - 2009
Skills
Python, Java, Scala, C, Corporate Finance, Matlab, LaTeX, Data Mining
Education
University of California, Berkeley 2009 — 2013
B.A., Computer Science, Applied Mathematics
Burnaby North Secondary School 2004 — 2008
High School Diploma
Shenzhen Middle School 2003 — 2004
Chris Descher's Morgan Stanley Smith Barney Experience 2003 - 2011
Job Financial Advisor at AIG
Industry Financial Services
Experience
AIG 2014 - Present
Northwestern Mutual 2011 - 2013
Morgan Stanley Smith Barney 2003 - 2011
Education
University of Alabama
B.S. in Management
AIG 2014 - Present
Northwestern Mutual 2011 - 2013
Morgan Stanley Smith Barney 2003 - 2011
Education
University of Alabama
B.S. in Management
Camron Vizcaino Camron Vizcaino's Morgan Stanley Smith Barney Experience July 2011 - April 2012
Job Commercial Account Executive at Alteryx, Inc.
Industry Information Technology and Services
Experience
Alteryx, Inc. August 2015 - Present
Alteryx, Inc. May 2014 - July 2015
Trace3 August 2012 - February 2014
Morgan Stanley Smith Barney July 2011 - April 2012
University of Dreams - Barcelona June 2009 - August 2009
Smith Mandel & Associates LLP June 2007 - July 2007
Skills
Management, Facebook, Advertising, Marketing Strategy, Accounting, Microsoft Office, Microsoft Excel, PowerPoint, Marketing, Leadership, Sales, Time Management, Salesforce.com, Public Speaking, Alteryx
Education
University of Arizona 2009 — 2012
Bachelor of Science, Business Administration, Finance and Entrepreneurship
Alteryx, Inc. August 2015 - Present
Alteryx, Inc. May 2014 - July 2015
Trace3 August 2012 - February 2014
Morgan Stanley Smith Barney July 2011 - April 2012
University of Dreams - Barcelona June 2009 - August 2009
Smith Mandel & Associates LLP June 2007 - July 2007
Skills
Management, Facebook, Advertising, Marketing Strategy, Accounting, Microsoft Office, Microsoft Excel, PowerPoint, Marketing, Leadership, Sales, Time Management, Salesforce.com, Public Speaking, Alteryx
Education
University of Arizona 2009 — 2012
Bachelor of Science, Business Administration, Finance and Entrepreneurship
Edward Bell's Morgan Stanley Smith Barney Experience February 2010 - June 2011
Job Executive Recruiter
Industry Staffing and Recruiting
Experience
MemStaff / SolarStaff March 2014 - July 2015
Edward Bell Associates August 2013 - March 2014
Merrill Lynch/Bank Of America August 2011 - July 2013
Silicon Valley University (Part Time) 2009 - January 2012
Morgan Stanley Smith Barney February 2010 - June 2011
Edward Bell Associates August 1986 - February 2010
Robert Grant Associates Executive Search Consultants 1983 - 1985
Sierra Capital Company 1981 - 1983
The Robert McNeil Corporation 1978 - 1981
Skills
Mergers, Accounting, Project Management, Accounts Payable, Finance, Mergers & Acquisitions, Analysis, Sarbanes-Oxley Act, New Business Development, Auditing, Financial Analysis, Tax, Recruiting, Start-ups, Real Estate, Accounts Receivable, Financial Modeling, Business Planning, Strategic Financial..., Due Diligence, Corporate Finance, Managerial Finance, Valuation, Management Consulting, Financial Reporting, Forecasting, Management, Financial Services, Strategic Planning, Consulting, Executive Search, Leadership, Human Resources
Education
University of California at Berkeley 1974 — 1975
Master of Business Administration (M.B.A.), Accounting
University of California, Berkeley 1970 — 1974
Bachelor's Degree, Accounting Finance
MemStaff / SolarStaff March 2014 - July 2015
Edward Bell Associates August 2013 - March 2014
Merrill Lynch/Bank Of America August 2011 - July 2013
Silicon Valley University (Part Time) 2009 - January 2012
Morgan Stanley Smith Barney February 2010 - June 2011
Edward Bell Associates August 1986 - February 2010
Robert Grant Associates Executive Search Consultants 1983 - 1985
Sierra Capital Company 1981 - 1983
The Robert McNeil Corporation 1978 - 1981
Skills
Mergers, Accounting, Project Management, Accounts Payable, Finance, Mergers & Acquisitions, Analysis, Sarbanes-Oxley Act, New Business Development, Auditing, Financial Analysis, Tax, Recruiting, Start-ups, Real Estate, Accounts Receivable, Financial Modeling, Business Planning, Strategic Financial..., Due Diligence, Corporate Finance, Managerial Finance, Valuation, Management Consulting, Financial Reporting, Forecasting, Management, Financial Services, Strategic Planning, Consulting, Executive Search, Leadership, Human Resources
Education
University of California at Berkeley 1974 — 1975
Master of Business Administration (M.B.A.), Accounting
University of California, Berkeley 1970 — 1974
Bachelor's Degree, Accounting Finance
Oscar Contreras's Morgan Stanley Smith Barney Experience November 2006 - August 2012
Job Sr. Relationship Manager at Solium
Industry Financial Services
Experience
Solium March 2015 - Present
Morgan Stanley Wealth Management August 2012 - March 2015
Morgan Stanley Smith Barney November 2006 - August 2012
The Reserve December 2005 - November 2006
Citigroup Smith Barney June 2004 - December 2005
Citigroup Smith Barney November 2000 - June 2004
AST Stock Plan April 2000 - November 2000
Skills
SDLC, Business Requirements, User Acceptance Testing, Financial Services, Business Analysis, Data Analysis, Requirements Gathering, Process Improvement, Vendor Management, Banking, PMO, Project Management, Risk Management, Business Process..., Relationship Management, Portfolio Management, Equities, Securities, Management
Education
State University of New York at Buffalo 1995 — 1999
Solium March 2015 - Present
Morgan Stanley Wealth Management August 2012 - March 2015
Morgan Stanley Smith Barney November 2006 - August 2012
The Reserve December 2005 - November 2006
Citigroup Smith Barney June 2004 - December 2005
Citigroup Smith Barney November 2000 - June 2004
AST Stock Plan April 2000 - November 2000
Skills
SDLC, Business Requirements, User Acceptance Testing, Financial Services, Business Analysis, Data Analysis, Requirements Gathering, Process Improvement, Vendor Management, Banking, PMO, Project Management, Risk Management, Business Process..., Relationship Management, Portfolio Management, Equities, Securities, Management
Education
State University of New York at Buffalo 1995 — 1999
Amanda Mullins's Morgan Stanley Smith Barney Experience December 1998 - Present
Job 2nd Vice President Wealth Management at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney December 1998 - Present
Education
University of Alabama 1987 — 1989
M.A., Education
University of Alabama 1974 — 1977
B.S., Merchandising
Morgan Stanley Smith Barney December 1998 - Present
Education
University of Alabama 1987 — 1989
M.A., Education
University of Alabama 1974 — 1977
B.S., Merchandising
Tomoko Koyama's Morgan Stanley Smith Barney Experience December 2009 - Present
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
MORGAN STANLEY SMITH BARNEY December 2009 - Present
UBS FINANCIAL SERVICES October 2006 - December 2009
GE December 2004 - August 2005
HONDA MOTOR (HEADQUARTERS) July 2002 - December 2004
HONDA MOTOR (HEADQUARTERS) April 1998 - July 2002
Education
University of Illinois at Urbana-Champaign 1993 — 1997
Université Paris-Sorbonne 1995 — 1996
Commercial French, Exchange Program from University of Illinois
MORGAN STANLEY SMITH BARNEY December 2009 - Present
UBS FINANCIAL SERVICES October 2006 - December 2009
GE December 2004 - August 2005
HONDA MOTOR (HEADQUARTERS) July 2002 - December 2004
HONDA MOTOR (HEADQUARTERS) April 1998 - July 2002
Education
University of Illinois at Urbana-Champaign 1993 — 1997
Université Paris-Sorbonne 1995 — 1996
Commercial French, Exchange Program from University of Illinois
Frank Cipollino, CIMA's Morgan Stanley Smith Barney Experience March 2010 - Present
Job Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2010 - Present
Prudential April 2007 - February 2009
Ryan Beck & Co. 2006 - 2007
Morgan Stanley 2003 - 2006
Education
University at Albany, SUNY 1997 — 2001
Morgan Stanley Smith Barney March 2010 - Present
Prudential April 2007 - February 2009
Ryan Beck & Co. 2006 - 2007
Morgan Stanley 2003 - 2006
Education
University at Albany, SUNY 1997 — 2001
Adrian Ponoran's Morgan Stanley Smith Barney Experience April 2011 - February 2014
Job Vice President at Morgan Stanley Smith Barney
Industry Information Technology and Services
Experience
Google February 2014 - Present
Morgan Stanley Smith Barney April 2011 - February 2014
DAX Technologies Corp. August 2001 - June 2011
Cultural SRL October 1998 - July 2001
Elcom SRL June 1996 - August 1998
Skills
SQL, Java Enterprise Edition, Unix, Java, SOA, Software Development, Solaris, Databases, Software Engineering, Eclipse, Spring, Oracle, Agile Methodologies, XML, Linux, Object Oriented Design, Shell Scripting, ETL, Unix Shell Scripting, Data Warehousing, SDLC, OOP
Education
1994 — 1999
Google February 2014 - Present
Morgan Stanley Smith Barney April 2011 - February 2014
DAX Technologies Corp. August 2001 - June 2011
Cultural SRL October 1998 - July 2001
Elcom SRL June 1996 - August 1998
Skills
SQL, Java Enterprise Edition, Unix, Java, SOA, Software Development, Solaris, Databases, Software Engineering, Eclipse, Spring, Oracle, Agile Methodologies, XML, Linux, Object Oriented Design, Shell Scripting, ETL, Unix Shell Scripting, Data Warehousing, SDLC, OOP
Education
1994 — 1999
Kim Spangler's Morgan Stanley Smith Barney Experience 1992 - 2002
Job Founder, Owner, President at ONE COOL COW
Industry Food & Beverages
Experience
ONE COOL COW July 2013 - Present
Load Your Bases September 2012 - June 2013
Capstone Asset Management September 2010 - June 2011
MetLife Investors July 2005 - July 2010
Travelers Life & Annuity November 1996 - July 2005
Morgan Stanley Smith Barney 1992 - 2002
Sutro & Co. 1989 - 1991
Skills
Event Planning, Marketing, Social Media, Marketing Communications, Social Media Marketing, Sales, Social Networking, New Business Development, Marketing Strategy, Sales Presentations, Account Management, Public Speaking, Strategic Planning, Product Marketing, Financial Services
Education
University of San Francisco
Advanced Social Medial Certificate Program, Marketing
University of Arizona
Bachelor of Arts, Political Science, Business
ONE COOL COW July 2013 - Present
Load Your Bases September 2012 - June 2013
Capstone Asset Management September 2010 - June 2011
MetLife Investors July 2005 - July 2010
Travelers Life & Annuity November 1996 - July 2005
Morgan Stanley Smith Barney 1992 - 2002
Sutro & Co. 1989 - 1991
Skills
Event Planning, Marketing, Social Media, Marketing Communications, Social Media Marketing, Sales, Social Networking, New Business Development, Marketing Strategy, Sales Presentations, Account Management, Public Speaking, Strategic Planning, Product Marketing, Financial Services
Education
University of San Francisco
Advanced Social Medial Certificate Program, Marketing
University of Arizona
Bachelor of Arts, Political Science, Business
Frank Iacobazzi's Morgan Stanley Smith Barney Experience January 2011 - Present
Job VP FX trading at Morgan Stanley Smith Barney
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney January 2011 - Present
CITI April 2008 - February 2011
Earth Improvements August 2007 - April 2008
Prudential Financial July 1993 - August 2007
Prudential Securities 1993 - 2007
Education
University at Buffalo 1986 — 1991
Dobbs Ferry High school
Morgan Stanley Smith Barney January 2011 - Present
CITI April 2008 - February 2011
Earth Improvements August 2007 - April 2008
Prudential Financial July 1993 - August 2007
Prudential Securities 1993 - 2007
Education
University at Buffalo 1986 — 1991
Dobbs Ferry High school
Dominick Lanuti's Morgan Stanley Smith Barney Experience November 2007 - March 2010
Job Vice President, Senior Financial Consultant at M&T Securities
Industry Financial Services
Experience
M&T Securities May 2015 - Present
HSBC Securities March 2010 - May 2015
Morgan Stanley Smith Barney November 2007 - March 2010
M&T Bank November 2005 - November 2007
Skills
Equities, Investment Advisory
Education
University at Buffalo 2000 — 2004
BA, Economics, History
M&T Securities May 2015 - Present
HSBC Securities March 2010 - May 2015
Morgan Stanley Smith Barney November 2007 - March 2010
M&T Bank November 2005 - November 2007
Skills
Equities, Investment Advisory
Education
University at Buffalo 2000 — 2004
BA, Economics, History
Ronke Desalu-Dottin's Morgan Stanley Smith Barney Experience 2005 - 2007
Job Vice President, Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley 2007 - Present
Morgan Stanley Smith Barney 2005 - 2007
Morgan Stanley Smith Barney 2003 - 2005
American Express 1998 - 2000
Education
University at Albany, SUNY
MSC, Economics/Finance
University at Albany, SUNY
BSC, Economics/Finance
Morgan Stanley 2007 - Present
Morgan Stanley Smith Barney 2005 - 2007
Morgan Stanley Smith Barney 2003 - 2005
American Express 1998 - 2000
Education
University at Albany, SUNY
MSC, Economics/Finance
University at Albany, SUNY
BSC, Economics/Finance
James Hafele's Morgan Stanley Smith Barney Experience November 2006 - July 2010
Job Vice President at Barclays Wealth
Industry Financial Services
Experience
Barclays June 2010 - Present
Morgan Stanley Smith Barney November 2006 - July 2010
UBS Wealth Management May 2004 - November 2006
Skills
Series 7, Alternative Investments, Equities, Fixed Income, Series 63, Hedge Funds, Wealth Management, Securities, Asset Allocation, Portfolio Management, Wealth Management..., Mutual Funds, Investments, Asset Management, Capital Markets
Education
State University of New York at Buffalo 2000 — 2004
BA, Economics
Barclays June 2010 - Present
Morgan Stanley Smith Barney November 2006 - July 2010
UBS Wealth Management May 2004 - November 2006
Skills
Series 7, Alternative Investments, Equities, Fixed Income, Series 63, Hedge Funds, Wealth Management, Securities, Asset Allocation, Portfolio Management, Wealth Management..., Mutual Funds, Investments, Asset Management, Capital Markets
Education
State University of New York at Buffalo 2000 — 2004
BA, Economics
Christian Deykes's Morgan Stanley Smith Barney Experience May 2007 - June 2009
Job Registered Assciate
Industry Financial Services
Experience
Morgan Stanley December 2011 - Present
Edward Jones August 2009 - May 2011
Morgan Stanley Smith Barney May 2007 - June 2009
AlaskaUSA Federal Credit Union August 2005 - February 2007
Fred Meyer March 2003 - August 2005
Skills
Investment Management, Portfolio Management, Series 7, Finance, Strategy, Analysis, Economics, Financial Advisory, Investments, Customer Service, Mutual Funds, Retirement Planning
Education
University of Alaska Anchorage 2004 — 2009
BBA, Economics
University of Alaska Anchorage 2004 — 2008
BBA, Finance
Morgan Stanley December 2011 - Present
Edward Jones August 2009 - May 2011
Morgan Stanley Smith Barney May 2007 - June 2009
AlaskaUSA Federal Credit Union August 2005 - February 2007
Fred Meyer March 2003 - August 2005
Skills
Investment Management, Portfolio Management, Series 7, Finance, Strategy, Analysis, Economics, Financial Advisory, Investments, Customer Service, Mutual Funds, Retirement Planning
Education
University of Alaska Anchorage 2004 — 2009
BBA, Economics
University of Alaska Anchorage 2004 — 2008
BBA, Finance
William Tugurian's Morgan Stanley Smith Barney Experience August 2010 - August 2012
Job Principal at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group July 2014 - Present
Arcus Capital Partners March 2013 - July 2014
Morgan Stanley Smith Barney August 2010 - August 2012
Morgan Stanley March 2008 - August 2010
Morgan Stanley July 1996 - March 2008
Vanderbilt University September 1989 - July 1994
Skills
Series 7, Alternative Investments, Recruiting, Strategy, Hedge Funds, Training, Management, Investment Management, Mergers & Acquisitions, Emerging Markets, FINRA, Finance, Financial Services, Risk Management
Education
Vanderbilt University - Owen Graduate School of Management 1994 — 1996
MBA, Finance
University of Alabama 1986 — 1989
BA, Political Science
The Blackstone Group July 2014 - Present
Arcus Capital Partners March 2013 - July 2014
Morgan Stanley Smith Barney August 2010 - August 2012
Morgan Stanley March 2008 - August 2010
Morgan Stanley July 1996 - March 2008
Vanderbilt University September 1989 - July 1994
Skills
Series 7, Alternative Investments, Recruiting, Strategy, Hedge Funds, Training, Management, Investment Management, Mergers & Acquisitions, Emerging Markets, FINRA, Finance, Financial Services, Risk Management
Education
Vanderbilt University - Owen Graduate School of Management 1994 — 1996
MBA, Finance
University of Alabama 1986 — 1989
BA, Political Science
Ashley Huckeba's Morgan Stanley Smith Barney Experience September 2009 - April 2013
Job Private Wealth Associate at Merrill Lynch
Industry Accounting
Experience
Merrill Lynch October 2014 - Present
Merrill Lynch April 2013 - Present
Morgan Stanley Smith Barney September 2009 - April 2013
Dowling & Co. September 2008 - May 2009
Education
University of Alabama 2005 — 2009
Accounting, Culverhouse School of Accountancy
Merrill Lynch October 2014 - Present
Merrill Lynch April 2013 - Present
Morgan Stanley Smith Barney September 2009 - April 2013
Dowling & Co. September 2008 - May 2009
Education
University of Alabama 2005 — 2009
Accounting, Culverhouse School of Accountancy
Adriane N. Parris, CFA, CAIA's Morgan Stanley Smith Barney Experience November 2004 - Present
Job Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 2004 - Present
Morgan Stanley Smith Barney November 2004 - Present
Citigroup Asset Management January 2001 - October 2004
Neuberger Berman January 2000 - December 2000
Neuberger Berman April 1996 - December 1999
Skills
Asset Allocation, Bloomberg, Capital Markets, ETFs, Investment Advisory, FINRA, Private Equity, Financial Services, Portfolio Management, Market Research, Derivatives, Bonds, Microsoft Excel, Investment Management
Education
University at Albany, SUNY 1990 — 1994
BS, Economics
Morgan Stanley Smith Barney November 2004 - Present
Morgan Stanley Smith Barney November 2004 - Present
Citigroup Asset Management January 2001 - October 2004
Neuberger Berman January 2000 - December 2000
Neuberger Berman April 1996 - December 1999
Skills
Asset Allocation, Bloomberg, Capital Markets, ETFs, Investment Advisory, FINRA, Private Equity, Financial Services, Portfolio Management, Market Research, Derivatives, Bonds, Microsoft Excel, Investment Management
Education
University at Albany, SUNY 1990 — 1994
BS, Economics
April Oki's Morgan Stanley Smith Barney Experience January 2008 - 2013
Job PM/Team Lead at Morgan Stanley Smith Barney
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney January 2008 - 2013
Skills
SDLC, Vendor Management, Business Analysis, PMP, SharePoint, Visio
Education
University at Albany, SUNY 2006 — 2007
Masters, Liberal Arts
Morgan Stanley Smith Barney January 2008 - 2013
Skills
SDLC, Vendor Management, Business Analysis, PMP, SharePoint, Visio
Education
University at Albany, SUNY 2006 — 2007
Masters, Liberal Arts
Erk Ashbee's Morgan Stanley Smith Barney Experience salesmanTractor and Equipment1977 - 1984
Job Vice president Investments at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney salesmanTractor and Equipment1977 - 1984
Education
University of Alabama 1964 — 1969
ba, history, english
University of South Alabama 1967 — 1968
Morgan Stanley Smith Barney salesmanTractor and Equipment1977 - 1984
Education
University of Alabama 1964 — 1969
ba, history, english
University of South Alabama 1967 — 1968
Corey Powder's Morgan Stanley Smith Barney Experience April 2009 - April 2011
Job Vice President Wealth Management at HSBC
Industry Financial Services
Experience
HSBC August 2013 - Present
Merrill Lynch April 2011 - August 2013
Morgan Stanley Smith Barney April 2009 - April 2011
Skills
Customer Service, Client Development, Sales Support Tools, Wealth Management..., Wealth Management, Financial Analysis, Strategic Financial..., Financial Risk, Stock Market, Stock Picking, Bond Markets, Municipal Bonds, inflation-indexed bond, Covered Bonds, Bonds, Commodity Markets, Options Strategies, Options, Stock Option, Retirement Planning
Education
SUNY at Buffalo 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
HSBC August 2013 - Present
Merrill Lynch April 2011 - August 2013
Morgan Stanley Smith Barney April 2009 - April 2011
Skills
Customer Service, Client Development, Sales Support Tools, Wealth Management..., Wealth Management, Financial Analysis, Strategic Financial..., Financial Risk, Stock Market, Stock Picking, Bond Markets, Municipal Bonds, inflation-indexed bond, Covered Bonds, Bonds, Commodity Markets, Options Strategies, Options, Stock Option, Retirement Planning
Education
SUNY at Buffalo 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Brian Peter, CFP®'s Morgan Stanley Smith Barney Experience August 1993 - Present
Job First Vice President at Morgan Stanley Smith Barney
Industry Investment Management
Experience
Morgan Stanley Smith Barney August 1993 - Present
Education
University of Arizona
Bachelor of Science (B.S.)
Morgan Stanley Smith Barney August 1993 - Present
Education
University of Arizona
Bachelor of Science (B.S.)
Donald Borst's Morgan Stanley Smith Barney Experience October 2008 - March 2010
Job Operational Risk Analyst at Citigroup
Industry Financial Services
Experience
Citigroup March 2010 - Present
Morgan Stanley Smith Barney October 2008 - March 2010
Wilson Elser 2005 - 2008
Citigroup 2005 - 2005
Skills
Microsoft Office, Securities, Capital Markets, Bloomberg, Financial Services, Fixed Income
Education
University at Albany, SUNY 2005 — 2008
BA, Economics
Citigroup March 2010 - Present
Morgan Stanley Smith Barney October 2008 - March 2010
Wilson Elser 2005 - 2008
Citigroup 2005 - 2005
Skills
Microsoft Office, Securities, Capital Markets, Bloomberg, Financial Services, Fixed Income
Education
University at Albany, SUNY 2005 — 2008
BA, Economics
Lawrence Zolnowski's Morgan Stanley Smith Barney Experience 1995 - 1999
Job CEO South Florida Chamber of Commerce
Industry Nonprofit Organization Management
Experience
South Florida Chamber of Commerce 1997 - Present
South Florida Business News Newspaper 1997 - Present
Broward County Chamber of Commerce 1997 - Present
Miami-Dade County Chamber of Commerce 1995 - Present
Morgan Stanley Smith Barney 1995 - 1999
Skills
Marketing Strategy, Public Relations, Strategic Planning, Event Management, Public Speaking, Small Business, Entrepreneurship, Social Networking, Social Media, Event Planning, Team Building, Social Media Marketing, Advertising, Fundraising, Online Marketing, Marketing, Leadership, Account Management, Sales, Email Marketing, Online Advertising, New Business Development, Business Planning, Marketing Communications, Strategic Partnerships, Start-ups, Management, Training, SEO, Nonprofits, Coaching, Media Relations, Leadership Development, Business Development, Strategy, Budgets, Direct Marketing, Business Strategy, Brand Development, Strategic Communications, Trade Shows, Market Research, Corporate Communications, Lead Generation, Newsletters, Sponsorship, Digital Marketing, Integrated Marketing, Press Releases, Facebook
Education
State University of New York at Buffalo
MBA, Business Administration
South Florida Chamber of Commerce 1997 - Present
South Florida Business News Newspaper 1997 - Present
Broward County Chamber of Commerce 1997 - Present
Miami-Dade County Chamber of Commerce 1995 - Present
Morgan Stanley Smith Barney 1995 - 1999
Skills
Marketing Strategy, Public Relations, Strategic Planning, Event Management, Public Speaking, Small Business, Entrepreneurship, Social Networking, Social Media, Event Planning, Team Building, Social Media Marketing, Advertising, Fundraising, Online Marketing, Marketing, Leadership, Account Management, Sales, Email Marketing, Online Advertising, New Business Development, Business Planning, Marketing Communications, Strategic Partnerships, Start-ups, Management, Training, SEO, Nonprofits, Coaching, Media Relations, Leadership Development, Business Development, Strategy, Budgets, Direct Marketing, Business Strategy, Brand Development, Strategic Communications, Trade Shows, Market Research, Corporate Communications, Lead Generation, Newsletters, Sponsorship, Digital Marketing, Integrated Marketing, Press Releases, Facebook
Education
State University of New York at Buffalo
MBA, Business Administration
R Ragu's Morgan Stanley Smith Barney Experience Major Account ExecutivePurolator USAJune 2006 - July 2008
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney Major Account ExecutivePurolator USAJune 2006 - July 2008
Education
Université Hassan II Aïn Chock de Casablanca
BS, Physics and Chemistry
Morgan Stanley Smith Barney Major Account ExecutivePurolator USAJune 2006 - July 2008
Education
Université Hassan II Aïn Chock de Casablanca
BS, Physics and Chemistry
Lindsey Tischuk's Morgan Stanley Smith Barney Experience 2008 - 2008
Job Analyst at ConocoPhillips
Industry Oil & Energy
Experience
Phillips 66 February 2012 - Present
Calash April 2010 - April 2011
Tischuk International Ltd January 2005 - January 2010
Simmons & Company International 2009 - 2010
Smith Barney June 2008 - August 2008
Morgan Stanley Smith Barney 2008 - 2008
Skills
Financial Analysis, Business Development, Business Analysis, Data Analysis, Financial Reporting, Oil/Gas, Downstream Oil & Gas, Corporate Finance, Microsoft Excel, Exceptional People..., Project Management, Project Planning, Communication Skills, Volunteering, Self-starter, Problem Solving, People-oriented, Creative..., Leadership Initiatives, Strategic Planning, Business Process..., Energy, Financial Modeling, Accounts Receivable, Analysis
Education
University of Aberdeen 2005 — 2009
MA Hons, Accounting, Finance
University of Aberdeen 2004 — 2009
M.A. Honours, Accounting and Finance 2009
Albyn School for Girls 1992 — 2004
Phillips 66 February 2012 - Present
Calash April 2010 - April 2011
Tischuk International Ltd January 2005 - January 2010
Simmons & Company International 2009 - 2010
Smith Barney June 2008 - August 2008
Morgan Stanley Smith Barney 2008 - 2008
Skills
Financial Analysis, Business Development, Business Analysis, Data Analysis, Financial Reporting, Oil/Gas, Downstream Oil & Gas, Corporate Finance, Microsoft Excel, Exceptional People..., Project Management, Project Planning, Communication Skills, Volunteering, Self-starter, Problem Solving, People-oriented, Creative..., Leadership Initiatives, Strategic Planning, Business Process..., Energy, Financial Modeling, Accounts Receivable, Analysis
Education
University of Aberdeen 2005 — 2009
MA Hons, Accounting, Finance
University of Aberdeen 2004 — 2009
M.A. Honours, Accounting and Finance 2009
Albyn School for Girls 1992 — 2004
Robert Gallo's Morgan Stanley Smith Barney Experience November 2009 - February 2011
Job Wealth Management Advisor
Industry Financial Services
Experience
TIAA-CREF December 2014 - Present
TD Private Client Group October 2013 - December 2014
Citi March 2011 - October 2013
Morgan Stanley Smith Barney November 2009 - February 2011
Citibank May 2004 - November 2009
Skills
Wealth Management, Banking, Credit, Series 7, Series 63, Relationship Management, Series 6, Insurance, Cross Selling, Retail Banking, Loans, Consumer Lending, Wealth Management..., Securities, Financial Services, Portfolio Management, Financial Advisory
Education
University at Albany, SUNY 2000 — 2003
BA, Business, Political Science
TIAA-CREF December 2014 - Present
TD Private Client Group October 2013 - December 2014
Citi March 2011 - October 2013
Morgan Stanley Smith Barney November 2009 - February 2011
Citibank May 2004 - November 2009
Skills
Wealth Management, Banking, Credit, Series 7, Series 63, Relationship Management, Series 6, Insurance, Cross Selling, Retail Banking, Loans, Consumer Lending, Wealth Management..., Securities, Financial Services, Portfolio Management, Financial Advisory
Education
University at Albany, SUNY 2000 — 2003
BA, Business, Political Science
Glenn Brandon's Morgan Stanley Smith Barney Experience February 2001 - Present
Job Senior Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 2001 - Present
Mananging Partner Birmingham al May 1982 - 2001
J C Bradford and co September 1981 - December 1999
Skills
LAWYER ALABAMA BAR 1987, Limited Pratice
Education
Wharton Business School 1989 — 1991
Business Masters For Industry Leaders, WHORTON MACO ECONOMICS
University of Alabama 1979 — 1982
bs, business advertising
Morgan Stanley Smith Barney February 2001 - Present
Mananging Partner Birmingham al May 1982 - 2001
J C Bradford and co September 1981 - December 1999
Skills
LAWYER ALABAMA BAR 1987, Limited Pratice
Education
Wharton Business School 1989 — 1991
Business Masters For Industry Leaders, WHORTON MACO ECONOMICS
University of Alabama 1979 — 1982
bs, business advertising
Taylor Willson's Morgan Stanley Smith Barney Experience December 2008 - February 2010
Job Financial Consultant at The Strategic Financial Alliance
Industry Financial Services
Experience
The Strategic Financial Alliance September 2013 - Present
Northwestern Mutual June 2010 - August 2013
Morgan Stanley Smith Barney December 2008 - February 2010
Skills
Retirement Planning, Retirement, Series 7, Life Insurance, Estate Planning, Strategic Financial..., Investments, Wealth Management
Education
University of Arizona 2002 — 2002
Bachelors, Political Science, Economics
Cheyenne Mountain HS 1998 — 2002
The Strategic Financial Alliance September 2013 - Present
Northwestern Mutual June 2010 - August 2013
Morgan Stanley Smith Barney December 2008 - February 2010
Skills
Retirement Planning, Retirement, Series 7, Life Insurance, Estate Planning, Strategic Financial..., Investments, Wealth Management
Education
University of Arizona 2002 — 2002
Bachelors, Political Science, Economics
Cheyenne Mountain HS 1998 — 2002
Wes Parker's Morgan Stanley Smith Barney Experience July 2010 - Present
Job Vice President Private Client Group at First Commercial Bank
Industry Banking
Experience
First Commercial Bank September 2015 - Present
Morgan Stanley Smith Barney July 2010 - Present
Regions Morgan Keegan November 2007 - July 2010
Regions Morgan Keegan Select Funds February 2005 - November 2007
AmSouth Investment Services February 2001 - February 2005
American Express Financial Advisors June 2000 - February 2001
Skills
Banking, Mortgage Lending, Credit, Risk Management, Investments, Series 7, Portfolio Management, Alternative Investments, Series 63, Retirement Planning, Equities, Strategic Financial..., Investment Advisory, Wealth Management, Loans, Financial Analysis, Small Business Lending, Commercial Lending, Asset Allocation, Asset Management, Securities, Finance, Private Banking, Mutual Funds
Education
University of Alabama 1996 — 2000
B.S., Financial Management
First Commercial Bank September 2015 - Present
Morgan Stanley Smith Barney July 2010 - Present
Regions Morgan Keegan November 2007 - July 2010
Regions Morgan Keegan Select Funds February 2005 - November 2007
AmSouth Investment Services February 2001 - February 2005
American Express Financial Advisors June 2000 - February 2001
Skills
Banking, Mortgage Lending, Credit, Risk Management, Investments, Series 7, Portfolio Management, Alternative Investments, Series 63, Retirement Planning, Equities, Strategic Financial..., Investment Advisory, Wealth Management, Loans, Financial Analysis, Small Business Lending, Commercial Lending, Asset Allocation, Asset Management, Securities, Finance, Private Banking, Mutual Funds
Education
University of Alabama 1996 — 2000
B.S., Financial Management
Brooks Fussell's Morgan Stanley Smith Barney Experience December 2010 - February 2012
Job Branch Manager at Hanes Geo Components
Industry Building Materials
Experience
Hanes Geo Components June 2015 - Present
Hanes Geo Components July 2014 - June 2015
Hanes Geo Components February 2013 - June 2014
AT&T Advertising Solutions February 2012 - February 2013
Morgan Stanley Smith Barney December 2010 - February 2012
Morgan Stanley Smith Barney August 2010 - December 2010
Skills
Leadership, Microsoft Excel, PowerPoint, Sales, Budgets, Marketing Strategy, Product Development, Business Development
Education
University of Alabama 2006 — 2010
Bachelor of Science in Commerce and Business Administration, Marketing
Hanes Geo Components June 2015 - Present
Hanes Geo Components July 2014 - June 2015
Hanes Geo Components February 2013 - June 2014
AT&T Advertising Solutions February 2012 - February 2013
Morgan Stanley Smith Barney December 2010 - February 2012
Morgan Stanley Smith Barney August 2010 - December 2010
Skills
Leadership, Microsoft Excel, PowerPoint, Sales, Budgets, Marketing Strategy, Product Development, Business Development
Education
University of Alabama 2006 — 2010
Bachelor of Science in Commerce and Business Administration, Marketing
Richard Nierling's Morgan Stanley Smith Barney Experience March 2005 - October 2012
Job Portfolio Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management October 2012 - Present
Morgan Stanley Smith Barney March 2005 - October 2012
Paramount Financial Services 2003 - 2005
Education
University of Arizona 1999 — 2003
BA, Finance/Economics
RBC Wealth Management October 2012 - Present
Morgan Stanley Smith Barney March 2005 - October 2012
Paramount Financial Services 2003 - 2005
Education
University of Arizona 1999 — 2003
BA, Finance/Economics
Beth Joiner's Morgan Stanley Smith Barney Experience April 1984 - August 2000
Job Manager Trust Operations Synovus Trust Company, N.A.
Industry Financial Services
Experience
Synovus Trust Comany, N.A. August 2000 - Present
Morgan Stanley Smith Barney April 1984 - August 2000
Education
University of Alabama 1977 — 1981
BA - School of Communications, Business Management/Communications/Journalism
Synovus Trust Comany, N.A. August 2000 - Present
Morgan Stanley Smith Barney April 1984 - August 2000
Education
University of Alabama 1977 — 1981
BA - School of Communications, Business Management/Communications/Journalism
lee olsen's Morgan Stanley Smith Barney Experience 1965 - Present
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 1965 - Present
Education
University of Arizona
Morgan Stanley Smith Barney 1965 - Present
Education
University of Arizona
seema kinra's Morgan Stanley Smith Barney Experience August 2007 - Present
Job Registered Client Service Associate Wealth Management at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney August 2007 - Present
GE Capital International Services August 2003 - December 2006
Education
Institute of Finance & Management, Lucknow University
Master, Masters, Finance & Control
University of Allahabad
Bachelors, Commerce
Morgan Stanley Smith Barney August 2007 - Present
GE Capital International Services August 2003 - December 2006
Education
Institute of Finance & Management, Lucknow University
Master, Masters, Finance & Control
University of Allahabad
Bachelors, Commerce
Robert Feirson, CPA's Morgan Stanley Smith Barney Experience 1994 - 2004
Job Assistant Vice President at Merrill Edge
Industry Financial Services
Experience
Merrill Edge July 2014 - Present
XML Financial Group July 2012 - April 2014
Strategic Financial Associates July 2007 - June 2012
Wachovia Securities 2005 - 2007
Morgan Stanley Smith Barney 1994 - 2004
GTE Spacenet 1987 - 1994
Pepco Holdings, Inc. 1984 - 1987
Becker Sarran & Kessler, CPAs 1978 - 1984
Skills
Investments, Strategic Financial..., Personal Financial..., Mutual Funds, New Business Development, Asset Management, Strategy, Risk Management, Insurance, General Securities..., Investment Advisor..., Business Succession..., Investment Portfolio..., Asset Allocation, Portfolio Management, Investment Strategies, Series 63, Series 7, Investment Advisory, Finance, Alternative Investments, Financial Services, Financial Analysis
Education
University of Arizona, Eller College of Management 1972 — 1977
BSBA, Accounting
Merrill Edge July 2014 - Present
XML Financial Group July 2012 - April 2014
Strategic Financial Associates July 2007 - June 2012
Wachovia Securities 2005 - 2007
Morgan Stanley Smith Barney 1994 - 2004
GTE Spacenet 1987 - 1994
Pepco Holdings, Inc. 1984 - 1987
Becker Sarran & Kessler, CPAs 1978 - 1984
Skills
Investments, Strategic Financial..., Personal Financial..., Mutual Funds, New Business Development, Asset Management, Strategy, Risk Management, Insurance, General Securities..., Investment Advisor..., Business Succession..., Investment Portfolio..., Asset Allocation, Portfolio Management, Investment Strategies, Series 63, Series 7, Investment Advisory, Finance, Alternative Investments, Financial Services, Financial Analysis
Education
University of Arizona, Eller College of Management 1972 — 1977
BSBA, Accounting
Amanda Korchia's Morgan Stanley Smith Barney Experience June 2007 - December 2011
Job Administrative Assistant at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2007 - December 2011
Clendenin Bros March 2006 - March 2007
Education
University of Baltimore 2008 — 2011
BS, Business Administration, Finance
Morgan Stanley Smith Barney June 2007 - December 2011
Clendenin Bros March 2006 - March 2007
Education
University of Baltimore 2008 — 2011
BS, Business Administration, Finance
Ari Klein's Morgan Stanley Smith Barney Experience 2010 - Present
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2010 - Present
Education
University at Buffalo
Morgan Stanley Smith Barney 2010 - Present
Education
University at Buffalo
mark van der Pluym's Morgan Stanley Smith Barney Experience September 2006 - Present
Job Industrial & Basic Materials Sector Specialist at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney September 2006 - Present
CRT Capital Group January 2005 - September 2006
Fulcrum Global Partners January 2003 - January 2006
Skills
Equities, Equity Research, Series 7, Hedge Funds, Capital Markets, Investments, Financial Modeling, Bloomberg, Asset Managment, Series 63, Fixed Income, Equity Valuation, Valuation, Portfolio Management, Derivatives, Securities, Trading
Education
University of Alberta 1994 — 2001
Bachelor of Applied Science (B.A.Sc.), Microbiology, General
University of Alberta
Morgan Stanley Smith Barney September 2006 - Present
CRT Capital Group January 2005 - September 2006
Fulcrum Global Partners January 2003 - January 2006
Skills
Equities, Equity Research, Series 7, Hedge Funds, Capital Markets, Investments, Financial Modeling, Bloomberg, Asset Managment, Series 63, Fixed Income, Equity Valuation, Valuation, Portfolio Management, Derivatives, Securities, Trading
Education
University of Alberta 1994 — 2001
Bachelor of Applied Science (B.A.Sc.), Microbiology, General
University of Alberta
JR Schroder's Morgan Stanley Smith Barney Experience September 2011 - October 2012
Job Whole Earth Provision Company
Industry Retail
Experience
Whole Earth Provision Company February 2013 - Present
Morgan Stanley Smith Barney September 2011 - October 2012
Ebby Haliday Realtors 2001 - 2011
Education
University of Arkansas 1992 — 1997
BA, Communications
Hillcrest High School 1987 — 1989
High School Diploma
ESD 1983 — 1987
Whole Earth Provision Company February 2013 - Present
Morgan Stanley Smith Barney September 2011 - October 2012
Ebby Haliday Realtors 2001 - 2011
Education
University of Arkansas 1992 — 1997
BA, Communications
Hillcrest High School 1987 — 1989
High School Diploma
ESD 1983 — 1987
Jerry Leibowitz's Morgan Stanley Smith Barney Experience October 1980 - Present
Job Director at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 1980 - Present
Bach halsey Stuart S February 1972 - October 1980
Skills
Financial Advisory
Education
University of Baltimore 1965 — 1969
BS, Marketing/Advertising
Charlotte Hall military academy 1963 — 1965
academic
Morgan Stanley Smith Barney October 1980 - Present
Bach halsey Stuart S February 1972 - October 1980
Skills
Financial Advisory
Education
University of Baltimore 1965 — 1969
BS, Marketing/Advertising
Charlotte Hall military academy 1963 — 1965
academic
Tommy (Ji-Woung) Park's Morgan Stanley Smith Barney Experience September 2011 - May 2012
Job Senior Financial Analyst at Orchard Supply Hardware
Industry Retail
Experience
Orchard Supply Hardware April 2015 - Present
Gymboree May 2014 - March 2015
Safeway October 2012 - May 2014
Morgan Stanley Smith Barney September 2011 - May 2012
Skills
Data Analysis, Forecasting, Financial Analysis, Product Management, Project Management, Financial Modeling, Research, Pricing Strategy, Competitive Analysis, Negotiation, Public Speaking, Due Diligence, Microsoft Office, Hyperion Essbase, VBA, SQL, Stata, Teradata, Matlab
Education
University of California, Berkeley 2014 — 2016
Certificate in Corporate Financial Planning & Analysis, FP&A
University of California, Davis 2010 — 2012
Bachelor of Arts (B.A.), Economics
Orchard Supply Hardware April 2015 - Present
Gymboree May 2014 - March 2015
Safeway October 2012 - May 2014
Morgan Stanley Smith Barney September 2011 - May 2012
Skills
Data Analysis, Forecasting, Financial Analysis, Product Management, Project Management, Financial Modeling, Research, Pricing Strategy, Competitive Analysis, Negotiation, Public Speaking, Due Diligence, Microsoft Office, Hyperion Essbase, VBA, SQL, Stata, Teradata, Matlab
Education
University of California, Berkeley 2014 — 2016
Certificate in Corporate Financial Planning & Analysis, FP&A
University of California, Davis 2010 — 2012
Bachelor of Arts (B.A.), Economics
Jason Fishoff's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Financial Markets
Industry Commercial Real Estate
Experience
Merrill Lynch September 2012 - December 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Four Seasons Hotels May 2007 - August 2008
Four Seasons Hotels and Resorts May 2007 - August 2008
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint, Investments, Wealth Management, Bloomberg Terminal, Financial Reporting, Facebook, Spanish, Marketing Communications, Mortgage Lending, Marketing, Analysis, Customer Service, Public Speaking, Leadership, Time Management, Finance
Education
University of Arizona 2008 — 2012
Finance and Business Management, Business
University of Arizona 2008 — 2012
Bachelor of Science, Business Administration; Business Management and Finance
Merrill Lynch September 2012 - December 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Four Seasons Hotels May 2007 - August 2008
Four Seasons Hotels and Resorts May 2007 - August 2008
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint, Investments, Wealth Management, Bloomberg Terminal, Financial Reporting, Facebook, Spanish, Marketing Communications, Mortgage Lending, Marketing, Analysis, Customer Service, Public Speaking, Leadership, Time Management, Finance
Education
University of Arizona 2008 — 2012
Finance and Business Management, Business
University of Arizona 2008 — 2012
Bachelor of Science, Business Administration; Business Management and Finance
Elan Michael's Morgan Stanley Smith Barney Experience June 2007 - June 2009
Job Financial Advisor at Wells Fargo Advisors, LLC at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors Financial Advisor at Wells Fargo Advisors, LLCWells Fargo AdvisorsApril 2011 - Present
Morgan Stanley Smith Barney June 2007 - June 2009
Education
University at Albany 2003 — 2007
BS, Business
Wells Fargo Advisors Financial Advisor at Wells Fargo Advisors, LLCWells Fargo AdvisorsApril 2011 - Present
Morgan Stanley Smith Barney June 2007 - June 2009
Education
University at Albany 2003 — 2007
BS, Business
Brenda Wells's Morgan Stanley Smith Barney Experience May 2005 - January 2006
Job Financial Services Professional
Industry Financial Services
Experience
Park Place International March 2015 - Present
The NRP Group LLC October 2011 - February 2015
Cronstrom, Osuch, & Company May 2006 - March 2008
Morgan Stanley Smith Barney May 2005 - January 2006
Education
University of Arizona, Eller College of Management
Bachelor's of Science in Business Administration, Accounting
Park Place International March 2015 - Present
The NRP Group LLC October 2011 - February 2015
Cronstrom, Osuch, & Company May 2006 - March 2008
Morgan Stanley Smith Barney May 2005 - January 2006
Education
University of Arizona, Eller College of Management
Bachelor's of Science in Business Administration, Accounting
heather dipaolo's Morgan Stanley Smith Barney Experience July 2006 - Present
Job Manager at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2006 - Present
Education
SUNY Albany
Morgan Stanley Smith Barney July 2006 - Present
Education
SUNY Albany
Elizabeth Galbo's Morgan Stanley Smith Barney Experience 1999 - Present
Job registered associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 1999 - Present
Education
State University of New York at Buffalo 1976 — 1980
bachelors of Arts, french
Buffalo Academy of the Sacred Heart 1972 — 1976
Morgan Stanley Smith Barney 1999 - Present
Education
State University of New York at Buffalo 1976 — 1980
bachelors of Arts, french
Buffalo Academy of the Sacred Heart 1972 — 1976
andrew oberman's Morgan Stanley Smith Barney Experience April 1987 - Present
Job Senior Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 1987 - Present
Education
University of Arizona 1980 — 1984
Bachelor of Business Administration (B.B.A.), finance, marketing, anthropology
Morgan Stanley Smith Barney April 1987 - Present
Education
University of Arizona 1980 — 1984
Bachelor of Business Administration (B.B.A.), finance, marketing, anthropology
John Dugan II's Morgan Stanley Smith Barney Experience May 2012 - August 2012
Job Institutional Fixed Income Sales at SAMCO Capital Markets
Industry Financial Services
Experience
SAMCO Capital Markets September 2014 - Present
Morgan Stanley Smith Barney May 2012 - August 2012
Skills
Municipal Bonds, Institutional Sales, Fixed Income, Microsoft Excel, Public Speaking, Financial Analysis, Accounting, PowerPoint, Microsoft Office, Microsoft Word, Leadership, Marketing, Social Media, Data Analysis, Research
Education
University of Alabama 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Finance
SAMCO Capital Markets September 2014 - Present
Morgan Stanley Smith Barney May 2012 - August 2012
Skills
Municipal Bonds, Institutional Sales, Fixed Income, Microsoft Excel, Public Speaking, Financial Analysis, Accounting, PowerPoint, Microsoft Office, Microsoft Word, Leadership, Marketing, Social Media, Data Analysis, Research
Education
University of Alabama 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Jamiee Bulger, CPA's Morgan Stanley Smith Barney Experience April 2006 - December 2010
Job SeniorAssurance Services at Ernst & Young
Industry Accounting
Experience
Rich Products Corporation October 2013 - Present
Ernst & Young January 2011 - September 2013
Morgan Stanley Smith Barney April 2006 - December 2010
Skills
Financial Analysis, Auditing, Financial Accounting, Financial Reporting, Accounting
Education
University of Phoenix 2009 — 2011
Master's degree, Accounting
University at Buffalo 2003 — 2006
Bachelor of Business Administration (BBA), Finance
Rich Products Corporation October 2013 - Present
Ernst & Young January 2011 - September 2013
Morgan Stanley Smith Barney April 2006 - December 2010
Skills
Financial Analysis, Auditing, Financial Accounting, Financial Reporting, Accounting
Education
University of Phoenix 2009 — 2011
Master's degree, Accounting
University at Buffalo 2003 — 2006
Bachelor of Business Administration (BBA), Finance
Robert DeBlasio's Morgan Stanley Smith Barney Experience October 2011 - Present
Job Finacial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 2011 - Present
Wells Fargo June 2007 - October 2011
Skills
Series 7, Series 63, Retirement Planning, 529 Plans, Life & Health Insurance..., 401k Rollovers, IRAs, Wealth Management, Unit Investment Trusts, SEP IRA, Fixed Annuities, Mutual Funds, Retirement
Education
State University of New York at Buffalo
Business Administration and Management, General
Morgan Stanley Smith Barney October 2011 - Present
Wells Fargo June 2007 - October 2011
Skills
Series 7, Series 63, Retirement Planning, 529 Plans, Life & Health Insurance..., 401k Rollovers, IRAs, Wealth Management, Unit Investment Trusts, SEP IRA, Fixed Annuities, Mutual Funds, Retirement
Education
State University of New York at Buffalo
Business Administration and Management, General
Neil Meissner's Morgan Stanley Smith Barney Experience March 1989 - June 2011
Job Senior Vice President at Dominick & Dominick LLC
Industry Financial Services
Experience
Dominick & Dominick LLC June 2011 - Present
Morgan Stanley Smith Barney March 1989 - June 2011
Joseph E Seagram and Sons January 1985 - February 1988
Skills
Strategic Planning, Wealth Management..., Securities, Investments, Wealth Management, Portfolio Management, Investment Management, Sales, Due Diligence, Series 63, Retirement Planning, Series 7, Asset Allocation, Real Estate
Education
SUNY at Buffalo
Bachelor of Science (BS), Business Administration and Management, General
Half Hollow Hills
Dominick & Dominick LLC June 2011 - Present
Morgan Stanley Smith Barney March 1989 - June 2011
Joseph E Seagram and Sons January 1985 - February 1988
Skills
Strategic Planning, Wealth Management..., Securities, Investments, Wealth Management, Portfolio Management, Investment Management, Sales, Due Diligence, Series 63, Retirement Planning, Series 7, Asset Allocation, Real Estate
Education
SUNY at Buffalo
Bachelor of Science (BS), Business Administration and Management, General
Half Hollow Hills
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.