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
Andrew Kuo Andrew Kuo's Morgan Stanley Smith Barney Experience February 2009 - September 2009
Job Sr. Financial Analyst at Sunrun
Industry Financial Services
Experience
Sunrun September 2014 - Present
KLA-Tencor October 2012 - September 2014
Raytheon February 2011 - October 2012
Marvell December 2009 - February 2011
Morgan Stanley Smith Barney February 2009 - September 2009
BizMerge February 2009 - August 2009
Adobe Systems June 2008 - September 2008
O'CONNER HOSPITAL August 2004 - June 2005
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Adobe Acrobat, Adobe Creative Suite, Hyperion Interactive..., Marketing, Finance, Business Strategy, Competitive Analysis, Auditing, Management, Accounting, Analysis, Customer Service, Data Analysis, Financial Modeling, Financial Analysis
Education
University of California, Irvine 2005 — 2009
B.A, Business Economics
Lynbrook High School 2001 — 2005
Sunrun September 2014 - Present
KLA-Tencor October 2012 - September 2014
Raytheon February 2011 - October 2012
Marvell December 2009 - February 2011
Morgan Stanley Smith Barney February 2009 - September 2009
BizMerge February 2009 - August 2009
Adobe Systems June 2008 - September 2008
O'CONNER HOSPITAL August 2004 - June 2005
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Adobe Acrobat, Adobe Creative Suite, Hyperion Interactive..., Marketing, Finance, Business Strategy, Competitive Analysis, Auditing, Management, Accounting, Analysis, Customer Service, Data Analysis, Financial Modeling, Financial Analysis
Education
University of California, Irvine 2005 — 2009
B.A, Business Economics
Lynbrook High School 2001 — 2005
Suzanne To Suzanne To's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Account Manager National Retail at Tenergy Corporation
Industry Consumer Electronics
Experience
Tenergy Corporation July 2013 - Present
Franklin McKinley School District October 2011 - June 2013
Pinelands Preservation July 2011 - September 2011
Morgan Stanley Smith Barney June 2011 - August 2011
UC Davis: Pro Shop at the ARC/Aggie Pride Outlet July 2010 - June 2011
UC Davis Bookstore November 2008 - June 2011
Asian American Association Film Festival October 2009 - April 2010
VENT Magazine March 2009 - April 2010
Skills
Social Media, HTML, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Organization, Communication, Interpersonal, Time Management, Discretion, Multi-tasking, Facebook, Data Analysis, Community Outreach, Event Planning, Customer Service, Blogging, Research, Photoshop, English, Event Management, Social Media Marketing, Google Docs, Team Leadership, Public Speaking, Outlook, Nonprofits, Fundraising, Interviews, Data Entry
Education
University of California, Davis 2007 — 2011
BAs, Communication, Psychology
Silver Creek High School 2004 — 2007
High School Diploma
Tenergy Corporation July 2013 - Present
Franklin McKinley School District October 2011 - June 2013
Pinelands Preservation July 2011 - September 2011
Morgan Stanley Smith Barney June 2011 - August 2011
UC Davis: Pro Shop at the ARC/Aggie Pride Outlet July 2010 - June 2011
UC Davis Bookstore November 2008 - June 2011
Asian American Association Film Festival October 2009 - April 2010
VENT Magazine March 2009 - April 2010
Skills
Social Media, HTML, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Organization, Communication, Interpersonal, Time Management, Discretion, Multi-tasking, Facebook, Data Analysis, Community Outreach, Event Planning, Customer Service, Blogging, Research, Photoshop, English, Event Management, Social Media Marketing, Google Docs, Team Leadership, Public Speaking, Outlook, Nonprofits, Fundraising, Interviews, Data Entry
Education
University of California, Davis 2007 — 2011
BAs, Communication, Psychology
Silver Creek High School 2004 — 2007
High School Diploma
Martin Ho Hin Chan Martin Ho Hin Chan's Morgan Stanley Smith Barney Experience September 2011 - December 2011
Job Data Analyst at Phoenix American
Industry Financial Services
Experience
Phoenix American Inc. May 2012 - Present
RE/MAX March 2011 - January 2012
Morgan Stanley Smith Barney September 2011 - December 2011
BofI Federal Bank March 2011 - December 2011
Morgan Stanley Smith Barney January 2011 - March 2011
Skills
Analysis, Microsoft Office, Databases, Microsoft SQL Server, Corporate Finance, Financial Analysis, Microsoft Excel, Management
Education
University of California, Davis 2008 — 2012
B.S., Managerial Economics, Finance, Accounting, Business, Economics, 3.7
Phoenix American Inc. May 2012 - Present
RE/MAX March 2011 - January 2012
Morgan Stanley Smith Barney September 2011 - December 2011
BofI Federal Bank March 2011 - December 2011
Morgan Stanley Smith Barney January 2011 - March 2011
Skills
Analysis, Microsoft Office, Databases, Microsoft SQL Server, Corporate Finance, Financial Analysis, Microsoft Excel, Management
Education
University of California, Davis 2008 — 2012
B.S., Managerial Economics, Finance, Accounting, Business, Economics, 3.7
Daniel Cepin Daniel Cepin's Morgan Stanley Smith Barney Experience 2011 - 2011
Job Baseball Operations Intern at San Diego Padres
Industry Sports
Experience
San Diego Padres March 2015 - Present
Triage Consulting Group June 2014 - March 2015
Triage Consulting Group September 2012 - June 2014
Citi April 2012 - July 2012
Morgan Stanley Smith Barney 2011 - 2011
Skills
Leadership, PowerPoint, Public Speaking, Financial Analysis, Microsoft Office, Microsoft Word, Banking, Team Leadership, Fitness, Microsoft Excel, Customer Service, Investments, Organization, Presentations, Equity Research, Stock Market Analysis, Healthcare Consulting, Consulting, Baseball, Analysis, Data Analysis
Education
University of California, Davis 2007 — 2011
Bachelor of Arts (BA), Exercise Biology, Managerial Economics
Coronado High School 2003 — 2007
San Diego Padres March 2015 - Present
Triage Consulting Group June 2014 - March 2015
Triage Consulting Group September 2012 - June 2014
Citi April 2012 - July 2012
Morgan Stanley Smith Barney 2011 - 2011
Skills
Leadership, PowerPoint, Public Speaking, Financial Analysis, Microsoft Office, Microsoft Word, Banking, Team Leadership, Fitness, Microsoft Excel, Customer Service, Investments, Organization, Presentations, Equity Research, Stock Market Analysis, Healthcare Consulting, Consulting, Baseball, Analysis, Data Analysis
Education
University of California, Davis 2007 — 2011
Bachelor of Arts (BA), Exercise Biology, Managerial Economics
Coronado High School 2003 — 2007
Benjamin Gallagher Benjamin Gallagher's Morgan Stanley Smith Barney Experience September 2011 - December 2011
Job Associate Credit Executive at Union Bank
Industry Financial Services
Experience
Union Bank August 2014 - Present
Union Bank August 2013 - August 2014
Union Bank June 2012 - August 2013
Morgan Stanley Smith Barney September 2011 - December 2011
Zoller Wine Styling July 2010 - September 2011
Newman Catholic Student Community May 2009 - September 2009
Newman Catholic Student Community September 2008 - May 2009
ASUCD Coffee House January 2005 - June 2008
Newman Catholic Student Community July 2006 - January 2007
Skills
Microsoft Office, Quickbooks, Windows, Mac OS X, Financial Analysis, Financial Modeling, Contract Negotiation, Finance, Banking, Credit, Credit Analysis, Accounting, Commercial Banking, Cash Flow, Analysis, Portfolio Management, Management, QuickBooks, Leadership, OS X
Education
University of California, Davis 2004 — 2009
B.S., Managerial Economics
Union Bank August 2014 - Present
Union Bank August 2013 - August 2014
Union Bank June 2012 - August 2013
Morgan Stanley Smith Barney September 2011 - December 2011
Zoller Wine Styling July 2010 - September 2011
Newman Catholic Student Community May 2009 - September 2009
Newman Catholic Student Community September 2008 - May 2009
ASUCD Coffee House January 2005 - June 2008
Newman Catholic Student Community July 2006 - January 2007
Skills
Microsoft Office, Quickbooks, Windows, Mac OS X, Financial Analysis, Financial Modeling, Contract Negotiation, Finance, Banking, Credit, Credit Analysis, Accounting, Commercial Banking, Cash Flow, Analysis, Portfolio Management, Management, QuickBooks, Leadership, OS X
Education
University of California, Davis 2004 — 2009
B.S., Managerial Economics
Sean Dolan Sean Dolan's Morgan Stanley Smith Barney Experience April 2012 - June 2012
Job Client Financial Analyst
Industry Financial Services
Experience
Accenture July 2015 - Present
State Street December 2013 - June 2015
Snail Games China February 2013 - July 2013
VOL Group January 2013 - May 2013
Morgan Stanley Smith Barney April 2012 - June 2012
ASUCD Entrepreneurship Fund March 2012 - June 2012
Skills
Economics, Mandarin, Financial Analysis, Microsoft Office, Critical Thinking, Financial Markets, Economic Research, Social Media, Data Analysis, Financial Reporting, Entrepreneurship, Analysis, Microsoft Excel, Microsoft Word, Finance, Derivatives, Visual Basic, Lean Thinking
Education
University of California, Davis 2008 — 2012
Bachelor of Arts (B.A.), Economics
Accenture July 2015 - Present
State Street December 2013 - June 2015
Snail Games China February 2013 - July 2013
VOL Group January 2013 - May 2013
Morgan Stanley Smith Barney April 2012 - June 2012
ASUCD Entrepreneurship Fund March 2012 - June 2012
Skills
Economics, Mandarin, Financial Analysis, Microsoft Office, Critical Thinking, Financial Markets, Economic Research, Social Media, Data Analysis, Financial Reporting, Entrepreneurship, Analysis, Microsoft Excel, Microsoft Word, Finance, Derivatives, Visual Basic, Lean Thinking
Education
University of California, Davis 2008 — 2012
Bachelor of Arts (B.A.), Economics
Sang Le Sang Le's Morgan Stanley Smith Barney Experience January 2012 - March 2012
Job General and Accounts Payable Accountant at AKQA
Industry Financial Services
Experience
AKQA October 2013 - Present
Kaizen Accounting Solutions, Incorporated August 2012 - October 2013
Rhoda Maxwell Elementary School August 2011 - April 2012
Morgan Stanley Smith Barney January 2012 - March 2012
Keith Springer Financial Advisors October 2011 - November 2011
Hollister Co. October 2007 - June 2008
Skills
Research, Management, Training, Investments, Sales, Accounting
Education
University of California, Davis 2008 — 2012
Bachelor's degree, Economics
AKQA October 2013 - Present
Kaizen Accounting Solutions, Incorporated August 2012 - October 2013
Rhoda Maxwell Elementary School August 2011 - April 2012
Morgan Stanley Smith Barney January 2012 - March 2012
Keith Springer Financial Advisors October 2011 - November 2011
Hollister Co. October 2007 - June 2008
Skills
Research, Management, Training, Investments, Sales, Accounting
Education
University of California, Davis 2008 — 2012
Bachelor's degree, Economics
Danielle Pennington Danielle Pennington's Morgan Stanley Smith Barney Experience February 2010 - March 2011
Job Senior Registered Associate/ Financial Planning Associate at Morgan Stanley
Industry Financial Services
Experience
Threshold Group June 2015 - Present
Morgan Stanley Wealth Management November 2011 - Present
BNY Mellon March 2011 - November 2011
Morgan Stanley Smith Barney February 2010 - March 2011
Morgan Stanley Smith Barney October 2008 - February 2010
Heffernan Insurance Brokers May 2008 - August 2008
Skills
Series 7, Outlook, Excel, Series 66, Uniform Combined State..., Microsoft Excel
Education
University of California, Berkeley 2005 — 2009
BA, Political Economics
Threshold Group June 2015 - Present
Morgan Stanley Wealth Management November 2011 - Present
BNY Mellon March 2011 - November 2011
Morgan Stanley Smith Barney February 2010 - March 2011
Morgan Stanley Smith Barney October 2008 - February 2010
Heffernan Insurance Brokers May 2008 - August 2008
Skills
Series 7, Outlook, Excel, Series 66, Uniform Combined State..., Microsoft Excel
Education
University of California, Berkeley 2005 — 2009
BA, Political Economics
Shabad Gyani Shabad Gyani's Morgan Stanley Smith Barney Experience March 2010 - June 2010
Job Worldwide Supply Demand Product Planner at Apple
Industry Consumer Electronics
Experience
Apple April 2015 - Present
Gap Inc. March 2014 - March 2015
Gap Inc. September 2011 - March 2014
Gap Inc. June 2010 - August 2011
Morgan Stanley Smith Barney March 2010 - June 2010
Oracle July 2008 - September 2008
Skills
Analysis, Microsoft Excel, Leadership, Sales, Project Planning, Data Analysis, Competitive Analysis, Forecasting, Microsoft Office, Microsoft Word, Market Research, Customer Service, Research, Marketing, PowerPoint, Management, Retail, Business Strategy, Financial Analysis, Social Media
Education
University of California, Davis 2006 — 2010
Bachelor Of Arts, Economics + International Relations
Foothill High School 2003 — 2006
High School
Vasant Valley
Apple April 2015 - Present
Gap Inc. March 2014 - March 2015
Gap Inc. September 2011 - March 2014
Gap Inc. June 2010 - August 2011
Morgan Stanley Smith Barney March 2010 - June 2010
Oracle July 2008 - September 2008
Skills
Analysis, Microsoft Excel, Leadership, Sales, Project Planning, Data Analysis, Competitive Analysis, Forecasting, Microsoft Office, Microsoft Word, Market Research, Customer Service, Research, Marketing, PowerPoint, Management, Retail, Business Strategy, Financial Analysis, Social Media
Education
University of California, Davis 2006 — 2010
Bachelor Of Arts, Economics + International Relations
Foothill High School 2003 — 2006
High School
Vasant Valley
Tammy Pham Tammy Pham's Morgan Stanley Smith Barney Experience January 2012 - April 2012
Job Technical Recruiter at Palantir Technologies
Industry Staffing and Recruiting
Experience
Palantir Technologies January 2015 - Present
Palantir Technologies July 2012 - December 2014
314e Corporation April 2012 - July 2012
Morgan Stanley Smith Barney January 2012 - April 2012
UC Davis April 2011 - June 2011
Olive Garden Restaurant January 2008 - January 2009
Skills
Marketing, Training, Strategic Planning, Marketing Strategy, Marketing Research, Sales Operations, Technical Recruiting, Event Management, Teamwork, Contract Negotiation, Sourcing, Applicant Tracking..., Cold Calling, Interviews, College Recruiting, Internet Recruiting, Human Resources, Talent Acquisition, CRM, Microsoft Office
Education
University of California, Davis
Bachelors of Arts, Economics and American Studies
Palantir Technologies January 2015 - Present
Palantir Technologies July 2012 - December 2014
314e Corporation April 2012 - July 2012
Morgan Stanley Smith Barney January 2012 - April 2012
UC Davis April 2011 - June 2011
Olive Garden Restaurant January 2008 - January 2009
Skills
Marketing, Training, Strategic Planning, Marketing Strategy, Marketing Research, Sales Operations, Technical Recruiting, Event Management, Teamwork, Contract Negotiation, Sourcing, Applicant Tracking..., Cold Calling, Interviews, College Recruiting, Internet Recruiting, Human Resources, Talent Acquisition, CRM, Microsoft Office
Education
University of California, Davis
Bachelors of Arts, Economics and American Studies
Christine Ton Christine Ton's Morgan Stanley Smith Barney Experience January 2012 - March 2012
Job Senior Sales Planner at Quantcast
Industry Marketing and Advertising
Experience
Quantcast May 2015 - Present
Quantcast September 2014 - April 2015
Quantcast July 2013 - August 2014
TEDxUCDavis January 2013 - June 2013
Appency September 2012 - February 2013
Morgan Stanley Smith Barney January 2012 - March 2012
Target June 2011 - September 2011
Skills
Social Media, Mobile Marketing, Community Management, Media Planning, Start-ups, Strategy
Education
University of California, Davis
Bachelor of Arts, Economics; Communications
University of California, Davis Study Abroad Program 2012 — 2012
The Grand Tour - London, Paris, Mount Blanc, Rome
Quantcast May 2015 - Present
Quantcast September 2014 - April 2015
Quantcast July 2013 - August 2014
TEDxUCDavis January 2013 - June 2013
Appency September 2012 - February 2013
Morgan Stanley Smith Barney January 2012 - March 2012
Target June 2011 - September 2011
Skills
Social Media, Mobile Marketing, Community Management, Media Planning, Start-ups, Strategy
Education
University of California, Davis
Bachelor of Arts, Economics; Communications
University of California, Davis Study Abroad Program 2012 — 2012
The Grand Tour - London, Paris, Mount Blanc, Rome
Roop Gill Roop Gill's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job Ads Policy Ops @Twitter
Industry Marketing and Advertising
Experience
Twitter July 2015 - Present
fact0ry June 2015 - Present
HUGGS July 2014 - August 2015
Twitter December 2014 - March 2015
7 Eleven June 2008 - December 2014
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Management, PowerPoint, Microsoft Office, Social Media, Data Analysis, Microsoft Excel, Leadership, Market Research, Advertising, Research, Analysis, Sales, Team Leadership, Public Speaking, Social Networking, Customer Service, Microsoft Word, Teamwork, Marketing, Access, Account Management, English, Punjabi, Spanish, Nonprofits, Event Planning, Accounting, Risk Management, Marketing Strategy, Social Media Marketing, Outlook, Accounts Payable, Lead Generation, Salesforce.com, SQL, excel
Education
University of California, Davis 2007 — 2011
B.S. and B.A., Managerial Economics, Communication
University of California, Davis 2007 — 2011
Bachelor of Science (B.S.), Business/Managerial Economics
Twitter July 2015 - Present
fact0ry June 2015 - Present
HUGGS July 2014 - August 2015
Twitter December 2014 - March 2015
7 Eleven June 2008 - December 2014
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Management, PowerPoint, Microsoft Office, Social Media, Data Analysis, Microsoft Excel, Leadership, Market Research, Advertising, Research, Analysis, Sales, Team Leadership, Public Speaking, Social Networking, Customer Service, Microsoft Word, Teamwork, Marketing, Access, Account Management, English, Punjabi, Spanish, Nonprofits, Event Planning, Accounting, Risk Management, Marketing Strategy, Social Media Marketing, Outlook, Accounts Payable, Lead Generation, Salesforce.com, SQL, excel
Education
University of California, Davis 2007 — 2011
B.S. and B.A., Managerial Economics, Communication
University of California, Davis 2007 — 2011
Bachelor of Science (B.S.), Business/Managerial Economics
Art Chuang Art Chuang's Morgan Stanley Smith Barney Experience April 2012 - May 2012
Job Financial Training Intern at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Market Value Advisors March 2013 - March 2013
RE/MAX Gold September 2011 - December 2012
Morgan Stanley Smith Barney April 2012 - May 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Social Networking, Training
Education
University of California, Davis 2008 — 2012
B.S., Managerial Economics
Diamond Bar High School 2004 — 2008
High School Diploma
Market Value Advisors March 2013 - March 2013
RE/MAX Gold September 2011 - December 2012
Morgan Stanley Smith Barney April 2012 - May 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Social Networking, Training
Education
University of California, Davis 2008 — 2012
B.S., Managerial Economics
Diamond Bar High School 2004 — 2008
High School Diploma
Ameer Eddin Ameer Eddin's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job Field Sales Account Executive at Hewlett Packard
Industry Information Technology and Services
Experience
Hewlett Packard May 2012 - Present
Hewlett-Packard August 2010 - May 2012
Morgan Stanley Smith Barney June 2010 - August 2010
Apple Inc. June 2009 - June 2010
Skills
Sales, marketing, Finance, Social Media Marketing, Customer Satisfaction, Market Research, Leadership, Account Management, Team Leadership, Time Management, Sales Operations, Enterprise Software, Management, Microsoft Office, Customer Service, Cross-functional Team..., New Business Development, Marketing
Education
University of California, Davis 2006 — 2010
B.S, Managerial Economics
Hewlett Packard May 2012 - Present
Hewlett-Packard August 2010 - May 2012
Morgan Stanley Smith Barney June 2010 - August 2010
Apple Inc. June 2009 - June 2010
Skills
Sales, marketing, Finance, Social Media Marketing, Customer Satisfaction, Market Research, Leadership, Account Management, Team Leadership, Time Management, Sales Operations, Enterprise Software, Management, Microsoft Office, Customer Service, Cross-functional Team..., New Business Development, Marketing
Education
University of California, Davis 2006 — 2010
B.S, Managerial Economics
Emanuel Emahazion Emanuel Emahazion's Morgan Stanley Smith Barney Experience December 2010 - March 2011
Job Portfolio Resource Analyst, Technology Planning & Execution at Macy's.com
Industry Program Development
Experience
Macy's.com & Bloomingdales.com February 2015 - Present
Google October 2012 - November 2014
Morgan Stanley Smith Barney December 2010 - March 2011
Bloom Consulting 2011 - 2011
Skills
Resource Allocation, Economics, Market Research, Qualitative Research, Leadership, Start-ups, Spanish, Quantitative Analytics, Microsoft Excel, Management, Google Docs, Training, Management Consulting, CRM databases, Equity Research, Economic Research, Portfolio Management, Politics, Strategy, Green Technology, Geopolitics, Geography, Project Management, Program Management, International Business..., Capital Markets, Delegation, SQL, Resource Management, CA Clarity, Clarity, Program Management...
Education
University of California, Davis 2007 — 2011
Bachelor of Arts, Economics
El Instituto Internacional Madrid 2011 — 2011
Spanish Language/Culture
Macy's.com & Bloomingdales.com February 2015 - Present
Google October 2012 - November 2014
Morgan Stanley Smith Barney December 2010 - March 2011
Bloom Consulting 2011 - 2011
Skills
Resource Allocation, Economics, Market Research, Qualitative Research, Leadership, Start-ups, Spanish, Quantitative Analytics, Microsoft Excel, Management, Google Docs, Training, Management Consulting, CRM databases, Equity Research, Economic Research, Portfolio Management, Politics, Strategy, Green Technology, Geopolitics, Geography, Project Management, Program Management, International Business..., Capital Markets, Delegation, SQL, Resource Management, CA Clarity, Clarity, Program Management...
Education
University of California, Davis 2007 — 2011
Bachelor of Arts, Economics
El Instituto Internacional Madrid 2011 — 2011
Spanish Language/Culture
Alvin Ngo Alvin Ngo's Morgan Stanley Smith Barney Experience January 2010 - June 2010
Job Consultant, Project Controls at Deloitte
Industry Management Consulting
Experience
Deloitte Consulting LLP January 2013 - Present
Pacific Gas and Electric Company July 2012 - December 2012
Oracle June 2011 - June 2012
UC Davis Medical Center June 2010 - May 2011
Morgan Stanley Smith Barney January 2010 - June 2010
Kumon May 2006 - December 2007
Christine Fitness Plus August 2006 - August 2007
Skills
Data Analysis, PowerPoint, Excel, SAS, Pivot Tables, Access, Business Analysis, R, Financial Analysis, Python, Risk Analysis, Crystal Ball, Project Management, SPSS, Auditing, Risk Modeling, Management, Analytics, VBA, Visio, Adobe Creative Suite, Requirements Analysis
Education
University of California, Davis 2008 — 2012
B.S., Managerial Economics, Statistics Minor
Deloitte Consulting LLP January 2013 - Present
Pacific Gas and Electric Company July 2012 - December 2012
Oracle June 2011 - June 2012
UC Davis Medical Center June 2010 - May 2011
Morgan Stanley Smith Barney January 2010 - June 2010
Kumon May 2006 - December 2007
Christine Fitness Plus August 2006 - August 2007
Skills
Data Analysis, PowerPoint, Excel, SAS, Pivot Tables, Access, Business Analysis, R, Financial Analysis, Python, Risk Analysis, Crystal Ball, Project Management, SPSS, Auditing, Risk Modeling, Management, Analytics, VBA, Visio, Adobe Creative Suite, Requirements Analysis
Education
University of California, Davis 2008 — 2012
B.S., Managerial Economics, Statistics Minor
Albert Law Albert Law's Morgan Stanley Smith Barney Experience April 2010 - June 2010
Job Student at University of California, Davis
Industry Logistics and Supply Chain
Experience
Wineflite 2013 - Present
Waggoner Elementary School January 2011 - December 2011
Morgan Stanley Smith Barney April 2010 - June 2010
Morgan Stanley Smith Barney September 2009 - December 2009
Richmond Fire Department June 2007 - July 2007
Kaiser Permanente February 2006 - June 2007
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Community Outreach, Public Speaking, Data Analysis
Education
University of California, Davis 2007 — 2011
Bachelor of Arts (B.A.), Asian American Studies
John F. Kennedy High School 2003 — 2007
Wineflite 2013 - Present
Waggoner Elementary School January 2011 - December 2011
Morgan Stanley Smith Barney April 2010 - June 2010
Morgan Stanley Smith Barney September 2009 - December 2009
Richmond Fire Department June 2007 - July 2007
Kaiser Permanente February 2006 - June 2007
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Community Outreach, Public Speaking, Data Analysis
Education
University of California, Davis 2007 — 2011
Bachelor of Arts (B.A.), Asian American Studies
John F. Kennedy High School 2003 — 2007
Jay Min's Morgan Stanley Smith Barney Experience September 2006 - March 2007
Job Service Planning Supervisor at Pacific Gas and Electric Company
Industry Utilities
Experience
Pacific Gas and Electric Company November 2013 - Present
Pacific Gas and Electric Company March 2012 - November 2013
Pacific Gas and Electric March 2011 - March 2012
Pacific Gas and Electric Company May 2009 - February 2011
Pacific Gas and Electric Company June 2007 - May 2009
Morgan Stanley Smith Barney September 2006 - March 2007
UC Santa Cruz September 2005 - March 2007
Macy's November 2004 - April 2005
Skills
Microsoft Office 2010, SAP R/3, SAP BW, SAP WM, Journal Entries, Financial Forecasting, Program Management, Project Portfolio..., Microsoft Project, Budget Management, Budget Analysis, MS Project, Budgets, Financial Analysis, Finance, Project Planning, Variance Analysis, Analysis
Education
University of California, Berkeley 2007 — 2009
Non-Degree, Project Management Certificate
University of California, Santa Cruz 2002 — 2007
Bachelor, Mathematics, Business Economics
Diamond Bar High School
Pacific Gas and Electric Company November 2013 - Present
Pacific Gas and Electric Company March 2012 - November 2013
Pacific Gas and Electric March 2011 - March 2012
Pacific Gas and Electric Company May 2009 - February 2011
Pacific Gas and Electric Company June 2007 - May 2009
Morgan Stanley Smith Barney September 2006 - March 2007
UC Santa Cruz September 2005 - March 2007
Macy's November 2004 - April 2005
Skills
Microsoft Office 2010, SAP R/3, SAP BW, SAP WM, Journal Entries, Financial Forecasting, Program Management, Project Portfolio..., Microsoft Project, Budget Management, Budget Analysis, MS Project, Budgets, Financial Analysis, Finance, Project Planning, Variance Analysis, Analysis
Education
University of California, Berkeley 2007 — 2009
Non-Degree, Project Management Certificate
University of California, Santa Cruz 2002 — 2007
Bachelor, Mathematics, Business Economics
Diamond Bar High School
Sujin Lee Sujin Lee's Morgan Stanley Smith Barney Experience March 2013 - June 2013
Job Business Development Associate at Samsung BioLogics
Industry Pharmaceuticals
Experience
Samsung BioLogics September 2014 - Present
Sacramento Asian Pacific Chamber of Commerce April 2014 - July 2014
Unseen Heroes April 2014 - July 2014
Blanket Marketing Group October 2013 - April 2014
Morgan Stanley Smith Barney March 2013 - June 2013
Skills
Microsoft Excel, Microsoft Office, Social Media, Social Media Marketing, Microsoft Word, Event Planning, Management, Marketing Strategy, Online Advertising, Marketing, Event Management, Administrative..., Business Development, Customer Service, Sales Operations, Partner Development
Education
University of California, Davis 2010 — 2014
Bachelor of Arts (B.A), International Relations and Communication
Rosary High School 2006 — 2010
Samsung BioLogics September 2014 - Present
Sacramento Asian Pacific Chamber of Commerce April 2014 - July 2014
Unseen Heroes April 2014 - July 2014
Blanket Marketing Group October 2013 - April 2014
Morgan Stanley Smith Barney March 2013 - June 2013
Skills
Microsoft Excel, Microsoft Office, Social Media, Social Media Marketing, Microsoft Word, Event Planning, Management, Marketing Strategy, Online Advertising, Marketing, Event Management, Administrative..., Business Development, Customer Service, Sales Operations, Partner Development
Education
University of California, Davis 2010 — 2014
Bachelor of Arts (B.A), International Relations and Communication
Rosary High School 2006 — 2010
Tony Chou Tony Chou's Morgan Stanley Smith Barney Experience February 2010 - October 2011
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2012 - Present
San Marino Unified School District September 2010 - Present
Morgan Stanley Smith Barney February 2010 - October 2011
Morgan Stanley December 2008 - February 2010
Skills
Estate Planning, International &..., Retirement Planning, Asset Management, Finance and Lending, Insurance (Life,..., Series 7, Financial Analysis, Portfolio Management, Investments, Asset Allocation, Event Planning
Education
University of California, Irvine 2005 — 2009
B.A., Economics
San Marino High School 2001 — 2005
Merrill Lynch June 2012 - Present
San Marino Unified School District September 2010 - Present
Morgan Stanley Smith Barney February 2010 - October 2011
Morgan Stanley December 2008 - February 2010
Skills
Estate Planning, International &..., Retirement Planning, Asset Management, Finance and Lending, Insurance (Life,..., Series 7, Financial Analysis, Portfolio Management, Investments, Asset Allocation, Event Planning
Education
University of California, Irvine 2005 — 2009
B.A., Economics
San Marino High School 2001 — 2005
Alex Chung's Morgan Stanley Smith Barney Experience June 2008 - September 2008
Job Technology Strategy Consultant at Accenture
Industry Information Technology and Services
Experience
Accenture August 2011 - Present
Broadcom June 2011 - August 2011
Microsoft Student Partners May 2009 - June 2011
Broadcom May 2009 - June 2011
Source Interlink November 2006 - May 2009
Morgan Stanley Smith Barney June 2008 - September 2008
Skills
Project Management, Java, Business Analysis, IT Strategy, Enterprise Software, C#, IT Transformation, Downstream Oil & Gas, Systems Analysis, Mergers & Acquisitions, Divestitures, Software Development, Oracle CRM, Refining, Digital Strategy, Collaboration Tools, Enterprise Social..., Yammer
Education
University of California, Irvine 2007 — 2011
Bachelor of Sciences, Informatics
Accenture August 2011 - Present
Broadcom June 2011 - August 2011
Microsoft Student Partners May 2009 - June 2011
Broadcom May 2009 - June 2011
Source Interlink November 2006 - May 2009
Morgan Stanley Smith Barney June 2008 - September 2008
Skills
Project Management, Java, Business Analysis, IT Strategy, Enterprise Software, C#, IT Transformation, Downstream Oil & Gas, Systems Analysis, Mergers & Acquisitions, Divestitures, Software Development, Oracle CRM, Refining, Digital Strategy, Collaboration Tools, Enterprise Social..., Yammer
Education
University of California, Irvine 2007 — 2011
Bachelor of Sciences, Informatics
Avani Palvankar Avani Palvankar's Morgan Stanley Smith Barney Experience August 2009 - October 2009
Job Intern at EyeCare Optometry
Industry Hospital & Health Care
Experience
EyeCare Optometry July 2012 - Present
The Tutoring Center February 2012 - July 2012
StrataCare June 2010 - August 2010
MetLife January 2010 - May 2010
Undergraduate Women in Business October 2008 - January 2010
Morgan Stanley Smith Barney August 2009 - October 2009
IUSD Early Childhood Center January 2009 - June 2009
Skills
Marketing, Data Entry, Budgets, Organization, Event Planning, Social Media, Market Research, PowerPoint, Microsoft Excel, Microsoft Office, Customer Service
Education
University of California, Irvine 2007 — 2011
Bachelor of Arts, Business Economics, Management
University of Cambridge 2009 — 2009
Economics, Political Science
EyeCare Optometry July 2012 - Present
The Tutoring Center February 2012 - July 2012
StrataCare June 2010 - August 2010
MetLife January 2010 - May 2010
Undergraduate Women in Business October 2008 - January 2010
Morgan Stanley Smith Barney August 2009 - October 2009
IUSD Early Childhood Center January 2009 - June 2009
Skills
Marketing, Data Entry, Budgets, Organization, Event Planning, Social Media, Market Research, PowerPoint, Microsoft Excel, Microsoft Office, Customer Service
Education
University of California, Irvine 2007 — 2011
Bachelor of Arts, Business Economics, Management
University of Cambridge 2009 — 2009
Economics, Political Science
Yunqiu (Leona) Hu's Morgan Stanley Smith Barney Experience April 2011 - June 2011
Job VP Decision Management at Citi
Industry Financial Services
Experience
Citi February 2014 - Present
S&P Capital IQ October 2013 - December 2013
Haver Analytics June 2013 - August 2013
Bain & Company April 2012 - August 2012
Morgan Stanley Smith Barney April 2011 - June 2011
Ernst & Young February 2011 - March 2011
Skills
Corporate Finance, Derivatives, Financial Modeling, Valuation, Investments, Matlab, Capital Markets, Accounting, Mandarin, Bloomberg, Equity Research, Microsoft Excel, VBA, Private Equity, Quantitative Finance, Emerging Markets, Finance, Economics, Econometrics, Bloomberg Terminal, Capital IQ, Quantitative Analytics, Financial Analysis, Eviews, SAS programming
Education
Columbia University- Fu Foundation School of Engineering and Applied Science 2012 — 2013
Master of Science, Operations Research in Finance
Zhejiang University 2008 — 2012
BA. Economics, Finance & Banking, 3.9
University of California, Davis 2011 — 2011
Exchange student, Economics, 3.9
Hangzhou No.2 High School 2005 — 2008
Citi February 2014 - Present
S&P Capital IQ October 2013 - December 2013
Haver Analytics June 2013 - August 2013
Bain & Company April 2012 - August 2012
Morgan Stanley Smith Barney April 2011 - June 2011
Ernst & Young February 2011 - March 2011
Skills
Corporate Finance, Derivatives, Financial Modeling, Valuation, Investments, Matlab, Capital Markets, Accounting, Mandarin, Bloomberg, Equity Research, Microsoft Excel, VBA, Private Equity, Quantitative Finance, Emerging Markets, Finance, Economics, Econometrics, Bloomberg Terminal, Capital IQ, Quantitative Analytics, Financial Analysis, Eviews, SAS programming
Education
Columbia University- Fu Foundation School of Engineering and Applied Science 2012 — 2013
Master of Science, Operations Research in Finance
Zhejiang University 2008 — 2012
BA. Economics, Finance & Banking, 3.9
University of California, Davis 2011 — 2011
Exchange student, Economics, 3.9
Hangzhou No.2 High School 2005 — 2008
Laura Lin's Morgan Stanley Smith Barney Experience January 2011 - March 2011
Job Assistant Store Manager at Tiffany & Company
Industry Retail
Experience
Tiffany & Company June 2015 - Present
Nordstrom June 2014 - June 2015
Nordstrom April 2013 - June 2014
Nordstrom July 2012 - April 2013
ASUCD Experimental College December 2010 - September 2011
Nordstrom June 2011 - August 2011
RE/MAX November 2010 - April 2011
Morgan Stanley Smith Barney January 2011 - March 2011
College Works Painting February 2010 - September 2010
Skills
Microsoft Office, SharePoint, Vectorworks, Photoshop, Illustrator, Fashion, PowerPoint, Outlook, Sales, OS X, Customer Service, Microsoft Word, Marketing, Adobe Creative Suite, Microsoft Excel, Access, Facebook
Education
University of California, Davis 2008 — 2012
B.A., Economics, Design
Lowell High School 2004 — 2008
Tiffany & Company June 2015 - Present
Nordstrom June 2014 - June 2015
Nordstrom April 2013 - June 2014
Nordstrom July 2012 - April 2013
ASUCD Experimental College December 2010 - September 2011
Nordstrom June 2011 - August 2011
RE/MAX November 2010 - April 2011
Morgan Stanley Smith Barney January 2011 - March 2011
College Works Painting February 2010 - September 2010
Skills
Microsoft Office, SharePoint, Vectorworks, Photoshop, Illustrator, Fashion, PowerPoint, Outlook, Sales, OS X, Customer Service, Microsoft Word, Marketing, Adobe Creative Suite, Microsoft Excel, Access, Facebook
Education
University of California, Davis 2008 — 2012
B.A., Economics, Design
Lowell High School 2004 — 2008
Chelsea Goodwin Chelsea Goodwin's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2013 - Present
Alpha Phi International Fraternity November 2011 - January 2013
GE Capital June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Skills
Leadership, Budgets, Analysis, Management, Finance, Microsoft Excel, Portfolio Management, Business Development, Financial Analysis, Investment Banking
Education
University of California, Berkeley 2010 — 2014
Bachelor of Arts (B.A.)
Morgan Stanley June 2013 - Present
Alpha Phi International Fraternity November 2011 - January 2013
GE Capital June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Skills
Leadership, Budgets, Analysis, Management, Finance, Microsoft Excel, Portfolio Management, Business Development, Financial Analysis, Investment Banking
Education
University of California, Berkeley 2010 — 2014
Bachelor of Arts (B.A.)
Wanna Matayasuwan's Morgan Stanley Smith Barney Experience July 2011 - September 2011
Job Unilever Future Leader Program Management Trainee (UFLP) at Unilever
Industry Marketing and Advertising
Experience
Unilever April 2013 - Present
Tesoro 2012 - September 2012
UC Davis October 2010 - December 2011
Morgan Stanley Smith Barney July 2011 - September 2011
UC Davis, Department of Plant Sciences June 2010 - March 2011
UC Davis School of Medicine: Pharmacology September 2007 - October 2009
Skills
Microsoft Office, Speak and write Thai..., Mammalian Cell Culture, RT-PCR, LC-MS, Laboratory, RNAi, Pharmacology, Fluorescence Microscopy, Microscopy, Cell Culture, Biochemistry, Molecular Biology, Protein Assays, PCR, ELISA, Toxicology, Molecular Cloning
Education
University of California, Davis 2010 — 2011
Master of Science, Pharmacology and Toxicology
University of California, Davis 2005 — 2009
Bachelor of Science, Biochemistry & Molecular Biology
Unilever April 2013 - Present
Tesoro 2012 - September 2012
UC Davis October 2010 - December 2011
Morgan Stanley Smith Barney July 2011 - September 2011
UC Davis, Department of Plant Sciences June 2010 - March 2011
UC Davis School of Medicine: Pharmacology September 2007 - October 2009
Skills
Microsoft Office, Speak and write Thai..., Mammalian Cell Culture, RT-PCR, LC-MS, Laboratory, RNAi, Pharmacology, Fluorescence Microscopy, Microscopy, Cell Culture, Biochemistry, Molecular Biology, Protein Assays, PCR, ELISA, Toxicology, Molecular Cloning
Education
University of California, Davis 2010 — 2011
Master of Science, Pharmacology and Toxicology
University of California, Davis 2005 — 2009
Bachelor of Science, Biochemistry & Molecular Biology
Kelley Chan's Morgan Stanley Smith Barney Experience 2006 - 2007
Job Manager of Sales Operations at Box
Industry Computer Software
Experience
Box July 2014 - Present
SAP February 2014 - July 2014
SuccessFactors March 2012 - February 2014
The Floyd Company 2010 - 2011
Morgan Stanley Smith Barney 2006 - 2007
Skills
PowerPoint, Marketing, Online Advertising, Teamwork, Salesforce.com, Data Analysis, Research, Microsoft Excel, Social Networking, Market Research, SAP, Vlookup, MS Excel Pivot Tables, Analysis, Sales, Forecasting, Sales Operations, Business Planning, CRM, Cloud Computing, Leadership, Management, SaaS
Education
University of California, Irvine 2007 — 2011
Bachelor of the Arts, Business Economics, Minor in Management
Cambridge University
Travel Study, International Economics
Box July 2014 - Present
SAP February 2014 - July 2014
SuccessFactors March 2012 - February 2014
The Floyd Company 2010 - 2011
Morgan Stanley Smith Barney 2006 - 2007
Skills
PowerPoint, Marketing, Online Advertising, Teamwork, Salesforce.com, Data Analysis, Research, Microsoft Excel, Social Networking, Market Research, SAP, Vlookup, MS Excel Pivot Tables, Analysis, Sales, Forecasting, Sales Operations, Business Planning, CRM, Cloud Computing, Leadership, Management, SaaS
Education
University of California, Irvine 2007 — 2011
Bachelor of the Arts, Business Economics, Minor in Management
Cambridge University
Travel Study, International Economics
Courtney Yu Courtney Yu's Morgan Stanley Smith Barney Experience April 2011 - June 2011
Job Senior Data Quality Manager at Equilar
Industry Information Services
Experience
Equilar February 2015 - Present
Equilar July 2014 - Present
Equilar July 2013 - June 2014
Equilar October 2012 - June 2013
Equilar August 2011 - October 2012
Morgan Stanley Smith Barney April 2011 - June 2011
UC Davis Student Academic Success Center January 2008 - June 2011
Skills
Statistics, Analysis, Research, Data Analysis, Training, Competitive Analysis, Team Management
Education
University of California, Davis 2007 — 2011
Bachelor of Science (B.S.), Managerial Economics, 3.79
Equilar February 2015 - Present
Equilar July 2014 - Present
Equilar July 2013 - June 2014
Equilar October 2012 - June 2013
Equilar August 2011 - October 2012
Morgan Stanley Smith Barney April 2011 - June 2011
UC Davis Student Academic Success Center January 2008 - June 2011
Skills
Statistics, Analysis, Research, Data Analysis, Training, Competitive Analysis, Team Management
Education
University of California, Davis 2007 — 2011
Bachelor of Science (B.S.), Managerial Economics, 3.79
Ken Bruns Ken Bruns's Morgan Stanley Smith Barney Experience April 2012 - June 2012
Job Manager at VanGo Rooter
Industry Executive Office
Experience
VanGo Rooter June 2012 - Present
Morgan Stanley Smith Barney April 2012 - June 2012
Zeta Xi Chapter, Sigma Nu Fraternity January 2010 - January 2011
Skills
Microsoft Excel, Marketing, New Business Development, PowerPoint, Sales Management, Microsoft Word, Microsoft Office, Research, Public Speaking, Property Management, Customer Service, Project Management, Event Planning, Data Analysis
Education
University of California, Davis 2008 — 2012
Bachelor of Arts (B.A.), Communication & Economics
VanGo Rooter June 2012 - Present
Morgan Stanley Smith Barney April 2012 - June 2012
Zeta Xi Chapter, Sigma Nu Fraternity January 2010 - January 2011
Skills
Microsoft Excel, Marketing, New Business Development, PowerPoint, Sales Management, Microsoft Word, Microsoft Office, Research, Public Speaking, Property Management, Customer Service, Project Management, Event Planning, Data Analysis
Education
University of California, Davis 2008 — 2012
Bachelor of Arts (B.A.), Communication & Economics
Yingying Eva Jiang Yingying Eva Jiang's Morgan Stanley Smith Barney Experience October 2010 - November 2010
Job Aviation
Industry Airlines/Aviation
Experience
British Airways March 2013 - Present
British Airways May 2011 - Present
East West Bank March 2011 - May 2011
Macy's West Stores, Inc November 2010 - January 2011
Morgan Stanley Smith Barney October 2010 - November 2010
Morgan Stanley Smith Barney June 2010 - August 2010
UC Davis November 2008 - April 2009
Skills
Commercial Aviation, Customer Service, Teamwork, Chinese, Commercial Banking, Retail Banking, Financial Analysis, Cantonese, Social Media, Microsoft Office, Mandarin, Mac OS X
Education
University of California, Davis 2006 — 2010
Bachelor of Arts, Economics, International Relations, Agriculural & Resources Economics
British Airways March 2013 - Present
British Airways May 2011 - Present
East West Bank March 2011 - May 2011
Macy's West Stores, Inc November 2010 - January 2011
Morgan Stanley Smith Barney October 2010 - November 2010
Morgan Stanley Smith Barney June 2010 - August 2010
UC Davis November 2008 - April 2009
Skills
Commercial Aviation, Customer Service, Teamwork, Chinese, Commercial Banking, Retail Banking, Financial Analysis, Cantonese, Social Media, Microsoft Office, Mandarin, Mac OS X
Education
University of California, Davis 2006 — 2010
Bachelor of Arts, Economics, International Relations, Agriculural & Resources Economics
Yi Fen Betty Wu Yi Fen Betty Wu's Morgan Stanley Smith Barney Experience January 2012 - March 2012
Job Student at University of California, Davis
Industry Banking
Experience
University of California, Davis September 2012 - December 2012
Morgan Stanley Smith Barney January 2012 - March 2012
UCSF September 2008 - March 2009
American Chemical Society June 2007 - August 2007
Skills
Problem Solving, Facilitators, Analytics, Close Attention to..., Microsoft Office, Market Research, Basic Accounting, R, SAS programming, Financial Statement...
Education
University of California, Davis 2009 — 2013
Bachelor's degree, Managerial Economics, 3.35/4.00
University of California, Davis 2009 — 2013
Bachelor's degree, Statistics, 3.35/4.00
University of California, Davis September 2012 - December 2012
Morgan Stanley Smith Barney January 2012 - March 2012
UCSF September 2008 - March 2009
American Chemical Society June 2007 - August 2007
Skills
Problem Solving, Facilitators, Analytics, Close Attention to..., Microsoft Office, Market Research, Basic Accounting, R, SAS programming, Financial Statement...
Education
University of California, Davis 2009 — 2013
Bachelor's degree, Managerial Economics, 3.35/4.00
University of California, Davis 2009 — 2013
Bachelor's degree, Statistics, 3.35/4.00
Shiwen Ruan's Morgan Stanley Smith Barney Experience January 2007 - December 2007
Job Manager, Customer Success at GuideSpark, Inc.
Industry Information Technology and Services
Experience
GuideSpark June 2014 - Present
GuideSpark April 2013 - June 2014
Thomson Reuters January 2012 - April 2013
Thomson Reuters January 2011 - January 2012
Thomson Reuters September 2009 - January 2011
Thomson Reuters April 2009 - September 2009
Thomson Reuters June 2008 - March 2009
Morgan Stanley Smith Barney January 2007 - December 2007
Skills
Investment Banking, Financial Markets, Salesforce.com, Market Data, Equities, Awesomeness, Financial Analysis, Capital Markets, Investor Relations, Trading Systems, Financial Services, Trading, Business Analysis, Business Strategy, Analytics, CRM, Start-ups, Relationship Management
Education
University of California, Davis 2006 — 2007
B.A., Economics, Managerial Economics
GuideSpark June 2014 - Present
GuideSpark April 2013 - June 2014
Thomson Reuters January 2012 - April 2013
Thomson Reuters January 2011 - January 2012
Thomson Reuters September 2009 - January 2011
Thomson Reuters April 2009 - September 2009
Thomson Reuters June 2008 - March 2009
Morgan Stanley Smith Barney January 2007 - December 2007
Skills
Investment Banking, Financial Markets, Salesforce.com, Market Data, Equities, Awesomeness, Financial Analysis, Capital Markets, Investor Relations, Trading Systems, Financial Services, Trading, Business Analysis, Business Strategy, Analytics, CRM, Start-ups, Relationship Management
Education
University of California, Davis 2006 — 2007
B.A., Economics, Managerial Economics
Sofia Chesnokova's Morgan Stanley Smith Barney Experience September 2005 - December 2005
Job Associate at Baker & McKenzie
Industry Law Practice
Experience
Baker & McKenzie July 2013 - Present
Fenwick & West May 2012 - June 2013
U.S. Department of Labor, Office of Administrative Law Judges September 2010 - April 2012
Beeson, Tayer & Bodine, P.C. May 2009 - July 2009
U.S. Federal Trade Commission February 2009 - May 2009
U.S. District Court for the Eastern District of California June 2008 - August 2008
Morgan Stanley Smith Barney September 2005 - December 2005
Education
University of California, Berkeley - School of Law 2007 — 2010
JD
University of California, Davis 2004 — 2006
B.A., Economics, International Relations
Baker & McKenzie July 2013 - Present
Fenwick & West May 2012 - June 2013
U.S. Department of Labor, Office of Administrative Law Judges September 2010 - April 2012
Beeson, Tayer & Bodine, P.C. May 2009 - July 2009
U.S. Federal Trade Commission February 2009 - May 2009
U.S. District Court for the Eastern District of California June 2008 - August 2008
Morgan Stanley Smith Barney September 2005 - December 2005
Education
University of California, Berkeley - School of Law 2007 — 2010
JD
University of California, Davis 2004 — 2006
B.A., Economics, International Relations
Stella Au Stella Au's Morgan Stanley Smith Barney Experience May 2012 - August 2012
Job Product Operations Analyst at Cisco Meraki
Industry Computer Networking
Experience
Cisco Meraki July 2015 - Present
Haas School of Business October 2012 - Present
KPMG US June 2014 - August 2014
Voyager Consulting February 2013 - May 2014
MergerTech Advisors September 2013 - December 2013
First Republic Bank June 2013 - August 2013
Sheng Kee Bakery February 2013 - May 2013
Morgan Stanley Smith Barney May 2012 - August 2012
Deloitte April 2012 - April 2012
FlemingMartin LLC Executive Search Solutions December 2011 - January 2012
Skills
Community Outreach, Management, Program Management, Marketing, Event Management, Research, Facebook, Microsoft Office, Work Ethic, PowerPoint, Public Speaking, Social Media, Advertising, Business Development, Market Research
Education
University of California, Berkeley 2011 — 2015
Bachelor of Science in Business Administration, Global Management Concentration
Cisco Meraki July 2015 - Present
Haas School of Business October 2012 - Present
KPMG US June 2014 - August 2014
Voyager Consulting February 2013 - May 2014
MergerTech Advisors September 2013 - December 2013
First Republic Bank June 2013 - August 2013
Sheng Kee Bakery February 2013 - May 2013
Morgan Stanley Smith Barney May 2012 - August 2012
Deloitte April 2012 - April 2012
FlemingMartin LLC Executive Search Solutions December 2011 - January 2012
Skills
Community Outreach, Management, Program Management, Marketing, Event Management, Research, Facebook, Microsoft Office, Work Ethic, PowerPoint, Public Speaking, Social Media, Advertising, Business Development, Market Research
Education
University of California, Berkeley 2011 — 2015
Bachelor of Science in Business Administration, Global Management Concentration
Clarence Lam Clarence Lam's Morgan Stanley Smith Barney Experience April 2011 - June 2011
Job Public Content & Media Operations
Industry Electrical/Electronic Manufacturing
Experience
Facebook July 2014 - May 2015
UC Davis Bookstore, Tech Hub August 2012 - August 2013
Morgan Stanley Smith Barney April 2011 - June 2011
Fine Arts Museums of San Francisco August 2005 - August 2006
Skills
System Administration, Computer Hardware, Agilent ADS, Verilog, C, Adobe Creative Suite, Computer Repair, Altera Quartus, CST Microwave Studio, 3D EM Simulation, Regular Expressions, Hardware Diagnostics, R, Access, Technical Analysis, PCB design, Illustrator, Semiconductor..., Assembly, Windows & Mac operating..., After Effects, Photoshop, Soldering, PowerPoint, Windows, Manufacturing, Microsoft Excel, Customer Service, Research, OS X, Data Analysis, Microsoft Office, Public Speaking, Microsoft Word
Education
University of California, Davis
Bachelor of Science, Electrical Engineering, Electromagnetics and RF
George Washington High School
Facebook July 2014 - May 2015
UC Davis Bookstore, Tech Hub August 2012 - August 2013
Morgan Stanley Smith Barney April 2011 - June 2011
Fine Arts Museums of San Francisco August 2005 - August 2006
Skills
System Administration, Computer Hardware, Agilent ADS, Verilog, C, Adobe Creative Suite, Computer Repair, Altera Quartus, CST Microwave Studio, 3D EM Simulation, Regular Expressions, Hardware Diagnostics, R, Access, Technical Analysis, PCB design, Illustrator, Semiconductor..., Assembly, Windows & Mac operating..., After Effects, Photoshop, Soldering, PowerPoint, Windows, Manufacturing, Microsoft Excel, Customer Service, Research, OS X, Data Analysis, Microsoft Office, Public Speaking, Microsoft Word
Education
University of California, Davis
Bachelor of Science, Electrical Engineering, Electromagnetics and RF
George Washington High School
Sharon Tsao Sharon Tsao's Morgan Stanley Smith Barney Experience January 2012 - May 2012
Job Data Analyst at SIMPLENIGHT
Industry Information Technology and Services
Experience
SIMPLENIGHT April 2015 - Present
Material Wrld October 2014 - February 2015
Marcus & Millichap October 2013 - August 2014
Cold Process Coffee & Tea September 2013 - December 2013
Arcadia Biosciences May 2012 - December 2012
Neil Hunter Lab - UC Davis May 2011 - September 2012
Morgan Stanley Smith Barney January 2012 - May 2012
Skills
Stata, Pivot Tables, P&L Analysis, Microsoft Excel, Research, Real Estate, Data Transformation, Matlab, Commercial Real Estate, Real Estate Sales..., Microsoft Office, NPV, Conditional Formatting, Equity Valuation, Healthcare Industry, Agriculture Industry, PowerPoint, Data Analysis, Microsoft Word, Analytical Biochemistry, Operations Management, Mandarin, Lightroom, Salesforce.com, Econometrics, CRM, Financial Modeling, Market Research, Python, Git
Education
University of California, Davis 2009 — 2013
B.S/B.A, Biochemistry and Molecular Biology, Economics, Statistics Minor
Taipei American School 2005 — 2009
High School Diploma
SIMPLENIGHT April 2015 - Present
Material Wrld October 2014 - February 2015
Marcus & Millichap October 2013 - August 2014
Cold Process Coffee & Tea September 2013 - December 2013
Arcadia Biosciences May 2012 - December 2012
Neil Hunter Lab - UC Davis May 2011 - September 2012
Morgan Stanley Smith Barney January 2012 - May 2012
Skills
Stata, Pivot Tables, P&L Analysis, Microsoft Excel, Research, Real Estate, Data Transformation, Matlab, Commercial Real Estate, Real Estate Sales..., Microsoft Office, NPV, Conditional Formatting, Equity Valuation, Healthcare Industry, Agriculture Industry, PowerPoint, Data Analysis, Microsoft Word, Analytical Biochemistry, Operations Management, Mandarin, Lightroom, Salesforce.com, Econometrics, CRM, Financial Modeling, Market Research, Python, Git
Education
University of California, Davis 2009 — 2013
B.S/B.A, Biochemistry and Molecular Biology, Economics, Statistics Minor
Taipei American School 2005 — 2009
High School Diploma
Eva Chan's Morgan Stanley Smith Barney Experience 2009 - 2010
Job Manager at SThree (Medical Devices & Healthcare Divisions)
Industry Medical Devices
Experience
SThree August 2014 - Present
SThree plc December 2013 - Present
SThree plc July 2012 - December 2013
SThree plc January 2012 - July 2012
SThree plc 2011 - 2012
UK Trade & Investment 2010 - 2010
Morgan Stanley Smith Barney 2009 - 2010
Skills
Medical Devices, Pharmaceutical Industry, Biotechnology, ISO 13485, Project Management, FDA, Recruiting, Business Development, Management, Executive Search, quality engineer, Manufacturing..., Quality Assurance, Sales, Temporary Placement, Validation, Lifesciences, Screening Resumes, Data Analysis, New Business Development, Sourcing, Manufacturing, Product Development, V&V, Cross-functional Team..., Quality System, Recruitment Advertising, Quality Management, Strategy, Six Sigma, Contract Recruitment, Start-ups, Talent Management, Continuous Improvement, GMP, Regulatory Affairs, Microsoft Office, Technical Recruiting, CRM, Healthcare, Quality Control, Permanent Placement, Leadership, Change Management, Training, Process Engineering, Process Improvement, Market Research, Sop, Talent Acquisition
Education
University of California, Davis
B.A., International Relations, Communications
SThree August 2014 - Present
SThree plc December 2013 - Present
SThree plc July 2012 - December 2013
SThree plc January 2012 - July 2012
SThree plc 2011 - 2012
UK Trade & Investment 2010 - 2010
Morgan Stanley Smith Barney 2009 - 2010
Skills
Medical Devices, Pharmaceutical Industry, Biotechnology, ISO 13485, Project Management, FDA, Recruiting, Business Development, Management, Executive Search, quality engineer, Manufacturing..., Quality Assurance, Sales, Temporary Placement, Validation, Lifesciences, Screening Resumes, Data Analysis, New Business Development, Sourcing, Manufacturing, Product Development, V&V, Cross-functional Team..., Quality System, Recruitment Advertising, Quality Management, Strategy, Six Sigma, Contract Recruitment, Start-ups, Talent Management, Continuous Improvement, GMP, Regulatory Affairs, Microsoft Office, Technical Recruiting, CRM, Healthcare, Quality Control, Permanent Placement, Leadership, Change Management, Training, Process Engineering, Process Improvement, Market Research, Sop, Talent Acquisition
Education
University of California, Davis
B.A., International Relations, Communications
Yanyu Li's Morgan Stanley Smith Barney Experience March 2011 - May 2011
Job Personal Banker at Bank of America
Industry Financial Services
Experience
Bank of America April 2013 - Present
HRH Accountancy Corporation January 2013 - March 2013
City and County of San Francisco August 2012 - November 2012
Morgan Stanley Smith Barney March 2011 - May 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Microsoft Office, Mandarin, Cantonese, Data Entry, Outlook, Social Networking, QuickBooks, Financial Analysis, Data Analysis, Accounting, Access
Education
University of California, Davis 2008 — 2012
A.B. and B.S., Economics and Statistics
Bank of America April 2013 - Present
HRH Accountancy Corporation January 2013 - March 2013
City and County of San Francisco August 2012 - November 2012
Morgan Stanley Smith Barney March 2011 - May 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Microsoft Office, Mandarin, Cantonese, Data Entry, Outlook, Social Networking, QuickBooks, Financial Analysis, Data Analysis, Accounting, Access
Education
University of California, Davis 2008 — 2012
A.B. and B.S., Economics and Statistics
Kristin (Lee) Sun, CFP® Kristin (Lee) Sun, CFP®'s Morgan Stanley Smith Barney Experience May 2006 - March 2010
Job Wealth Manager at Sand Hill Global Advisors
Industry Investment Management
Experience
Sand Hill Global Advisors October 2011 - Present
StarVista May 2014 - Present
Morgan Stanley Private Wealth Management March 2010 - October 2011
Morgan Stanley Smith Barney May 2006 - March 2010
Citi Smith Barney July 2003 - May 2006
Education
UC Berkeley 2000 — 2004
B.A. Interdisciplinary Studies
Saint Francis High School 1996 — 2000
Sand Hill Global Advisors October 2011 - Present
StarVista May 2014 - Present
Morgan Stanley Private Wealth Management March 2010 - October 2011
Morgan Stanley Smith Barney May 2006 - March 2010
Citi Smith Barney July 2003 - May 2006
Education
UC Berkeley 2000 — 2004
B.A. Interdisciplinary Studies
Saint Francis High School 1996 — 2000
Lissa Harris's Morgan Stanley Smith Barney Experience December 2001 - January 2010
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2010 - Present
Morgan Stanley Smith Barney December 2001 - January 2010
Charles Schwab May 1993 - October 2001
Education
University of California, Irvine 1969 — 1973
BA, Linguistics
Wells Fargo Advisors, LLC January 2010 - Present
Morgan Stanley Smith Barney December 2001 - January 2010
Charles Schwab May 1993 - October 2001
Education
University of California, Irvine 1969 — 1973
BA, Linguistics
Bessie Chu Bessie Chu's Morgan Stanley Smith Barney Experience September 2007 - June 2008
Job Digital Marketing & Analytics
Industry Internet
Experience
GroupM August 2015 - Present
CollegeKnowledgeLA November 2014 - Present
USC Annenberg Innovation Lab February 2014 - July 2015
University of Southern California September 2013 - December 2014
Hackbright Academy June 2013 - August 2013
Monster January 2012 - June 2013
Red Bricks Media (Acquired by Geary LSF) October 2010 - January 2012
GoodGuide, Inc. (Acquired by Underwriters Laboratories) October 2008 - June 2010
Morgan Stanley Smith Barney September 2007 - June 2008
World Vision 台灣世界展望會 June 2007 - August 2007
Skills
Digital Marketing, Online Advertising, Google Adwords, SEM, Advertising, Marketing, Public Speaking, PPC, Social Media, Social Media Marketing, Product Marketing, Google Analytics, Tableau, Technical Presentations, Facebook Marketing, Media Planning, Python, Vim, Data Visualization, SQL, DoubleClick, Twitter, Landing Page..., Keyword Analysis, Online Marketing, Media Buying, Quality Assurance, Process Development, Client Service, Display Advertising, SPSS, Twitter Bootstrap, R
Education
University of Southern California 2013 — 2014
Master of Communication Management, Global Communication and New Communication Technologies
University of California, Davis 2003 — 2008
BA, Triple Major: International Relations, Chinese, Asian American Studies
University of California, Berkeley Extension 2009 — 2012
Certificate, Specialization in Corporate Finance
University of California, Berkeley Extension 2009 — 2011
Certificate with Distinction, Business Administration
GroupM August 2015 - Present
CollegeKnowledgeLA November 2014 - Present
USC Annenberg Innovation Lab February 2014 - July 2015
University of Southern California September 2013 - December 2014
Hackbright Academy June 2013 - August 2013
Monster January 2012 - June 2013
Red Bricks Media (Acquired by Geary LSF) October 2010 - January 2012
GoodGuide, Inc. (Acquired by Underwriters Laboratories) October 2008 - June 2010
Morgan Stanley Smith Barney September 2007 - June 2008
World Vision 台灣世界展望會 June 2007 - August 2007
Skills
Digital Marketing, Online Advertising, Google Adwords, SEM, Advertising, Marketing, Public Speaking, PPC, Social Media, Social Media Marketing, Product Marketing, Google Analytics, Tableau, Technical Presentations, Facebook Marketing, Media Planning, Python, Vim, Data Visualization, SQL, DoubleClick, Twitter, Landing Page..., Keyword Analysis, Online Marketing, Media Buying, Quality Assurance, Process Development, Client Service, Display Advertising, SPSS, Twitter Bootstrap, R
Education
University of Southern California 2013 — 2014
Master of Communication Management, Global Communication and New Communication Technologies
University of California, Davis 2003 — 2008
BA, Triple Major: International Relations, Chinese, Asian American Studies
University of California, Berkeley Extension 2009 — 2012
Certificate, Specialization in Corporate Finance
University of California, Berkeley Extension 2009 — 2011
Certificate with Distinction, Business Administration
Jason Sherr's Morgan Stanley Smith Barney Experience October 1997 - September 2010
Job Financial Advisor, Senior Vice President investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2010 - Present
Morgan Stanley Smith Barney October 1997 - September 2010
Skills
Investments, Strategy, Securities, Insurance, Retirement Planning, Asset Allocation, Mutual Funds, Mergers & Acquisitions, IRAs, Estate Investment..., 401k Rollovers, Business Owner Planning, Business-Succession..., Concentrated Stock..., Financial Analysis, Financial Advisory, Financial Services, Fixed Income Strategies, Investment Planning, Multi-generational..., Retirement Savings, Risk Management, Strategic Planning, tax efficient strategies
Education
University of California, Berkeley 1988 — 1992
BA, Architecture
Wells Fargo Advisors, LLC September 2010 - Present
Morgan Stanley Smith Barney October 1997 - September 2010
Skills
Investments, Strategy, Securities, Insurance, Retirement Planning, Asset Allocation, Mutual Funds, Mergers & Acquisitions, IRAs, Estate Investment..., 401k Rollovers, Business Owner Planning, Business-Succession..., Concentrated Stock..., Financial Analysis, Financial Advisory, Financial Services, Fixed Income Strategies, Investment Planning, Multi-generational..., Retirement Savings, Risk Management, Strategic Planning, tax efficient strategies
Education
University of California, Berkeley 1988 — 1992
BA, Architecture
Bridget Venus Grimes,CFP®'s Morgan Stanley Smith Barney Experience April 2010 - July 2012
Job Wealth Advisor and Business Development Professional
Industry Financial Services
Experience
HoyleCohen, LLC September 2013 - Present
HoyleCohen, LLC July 2012 - Present
Big Brothers Big Sisters of San Diego County July 2014 - Present
Morgan Stanley Smith Barney April 2010 - July 2012
Skills
Series 7, Series 66,..., Public Speaking
Education
University of California, Los Angeles 2014 — 2015
CFP, Certificate in Personal Financial Planning
Mount Holyoke College
Bachelor of Arts (B.A.), German Language and Literature
HoyleCohen, LLC September 2013 - Present
HoyleCohen, LLC July 2012 - Present
Big Brothers Big Sisters of San Diego County July 2014 - Present
Morgan Stanley Smith Barney April 2010 - July 2012
Skills
Series 7, Series 66,..., Public Speaking
Education
University of California, Los Angeles 2014 — 2015
CFP, Certificate in Personal Financial Planning
Mount Holyoke College
Bachelor of Arts (B.A.), German Language and Literature
Perry Novak Perry Novak's Morgan Stanley Smith Barney Experience August 1983 - April 2009
Job Senior Vice President Wealth Management at UBS Financial Services, Inc.
Industry Investment Management
Experience
UBS Financial Services, Inc. April 2009 - Present
Morgan Stanley Smith Barney August 1983 - April 2009
EF Hutton & Company 1983 - 1988
Education
University of San Francisco School of Law 1980 — 1983
Juris Doctor, Law
University of California, Berkeley 1975 — 1979
BA, Political Science, Business
UBS Financial Services, Inc. April 2009 - Present
Morgan Stanley Smith Barney August 1983 - April 2009
EF Hutton & Company 1983 - 1988
Education
University of San Francisco School of Law 1980 — 1983
Juris Doctor, Law
University of California, Berkeley 1975 — 1979
BA, Political Science, Business
Victor Adint Victor Adint's Morgan Stanley Smith Barney Experience June 2005 - August 2009
Job Wealth Manager, Raymond James Financial Services Inc., Member FINRA/SIPC
Industry Investment Management
Experience
Raymond James Financial Services Inc., Member FINRA/SIPC September 2009 - Present
Haas Alumni Network, UC Berkeley January 2004 - Present
Cancer CAREpoint 2011 - 2013
Morgan Stanley Smith Barney June 2005 - August 2009
Intuit 2003 - 2005
Young Learning December 2000 - December 2002
Ford Motor Company 1998 - 1999
Skills
Strategic Financial..., Retirement Planning, Investment Strategies, Business Planning, Finance, Corporate Finance, Management, Estate Planning, Retirement, Wealth Management..., Investments, Financial Modeling, Training, Portfolio Management, Financial Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business 1996 — 1998
MBA, Finance
University of California, Davis 1993 — 1995
BA, Economics
Raymond James Financial Services Inc., Member FINRA/SIPC September 2009 - Present
Haas Alumni Network, UC Berkeley January 2004 - Present
Cancer CAREpoint 2011 - 2013
Morgan Stanley Smith Barney June 2005 - August 2009
Intuit 2003 - 2005
Young Learning December 2000 - December 2002
Ford Motor Company 1998 - 1999
Skills
Strategic Financial..., Retirement Planning, Investment Strategies, Business Planning, Finance, Corporate Finance, Management, Estate Planning, Retirement, Wealth Management..., Investments, Financial Modeling, Training, Portfolio Management, Financial Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business 1996 — 1998
MBA, Finance
University of California, Davis 1993 — 1995
BA, Economics
Dorothy Wong Dorothy Wong's Morgan Stanley Smith Barney Experience July 2011 - December 2011
Job Master Student at University of Washington
Industry Insurance
Experience
University of Washington September 2015 - Present
Freelance Designer January 2014 - Present
City and County of San Francisco March 2015 - September 2015
Bottleshake February 2015 - February 2015
Sparxo, Inc. February 2014 - October 2014
Ward Alan Emery Construction, Inc. October 2013 - November 2013
Ward Alan Emery Construction, Inc. May 2013 - November 2013
Farmers Insurance October 2008 - May 2013
Sparxo, Inc. November 2011 - April 2013
Morgan Stanley Smith Barney July 2011 - December 2011
Skills
Project Management, User Experience, Business Development, Marketing, Customer Service, Event Planning, Project Planning, Microsoft Office, Leadership, Budgets, Social Networking, Sales, Process Scheduler, Internal Communications, Adobe Creative Suite, Email Newsletter Design, Web Design, Social Media Marketing, Financial Analysis, Training New Employees, Account Retention, Office Management, iWork, Construction Management, Subcontracting, Account Management, Digital Photography, HTML 5, CSS, User Interface Design
Education
University of Washington 2015 — 2017
Master's degree, Human Centered Design & Engineering
University of California, Berkeley 2012 — 2013
Professional Certificate, Project Management
University of California, Riverside 2004 — 2008
Bachelor of Science, Business Administration
Lowell High School
University of Washington September 2015 - Present
Freelance Designer January 2014 - Present
City and County of San Francisco March 2015 - September 2015
Bottleshake February 2015 - February 2015
Sparxo, Inc. February 2014 - October 2014
Ward Alan Emery Construction, Inc. October 2013 - November 2013
Ward Alan Emery Construction, Inc. May 2013 - November 2013
Farmers Insurance October 2008 - May 2013
Sparxo, Inc. November 2011 - April 2013
Morgan Stanley Smith Barney July 2011 - December 2011
Skills
Project Management, User Experience, Business Development, Marketing, Customer Service, Event Planning, Project Planning, Microsoft Office, Leadership, Budgets, Social Networking, Sales, Process Scheduler, Internal Communications, Adobe Creative Suite, Email Newsletter Design, Web Design, Social Media Marketing, Financial Analysis, Training New Employees, Account Retention, Office Management, iWork, Construction Management, Subcontracting, Account Management, Digital Photography, HTML 5, CSS, User Interface Design
Education
University of Washington 2015 — 2017
Master's degree, Human Centered Design & Engineering
University of California, Berkeley 2012 — 2013
Professional Certificate, Project Management
University of California, Riverside 2004 — 2008
Bachelor of Science, Business Administration
Lowell High School
Brandon Pham's Morgan Stanley Smith Barney Experience May 2010 - August 2010
Job Senior Associate at The Parthenon Group
Industry Management Consulting
Experience
The Parthenon Group September 2013 - Present
Cisco Systems February 2011 - June 2013
The Parthenon Group June 2012 - September 2012
The White House August 2011 - January 2012
Accenture May 2011 - August 2011
Associated Students of the University of California August 2010 - August 2011
Morgan Stanley Smith Barney May 2010 - August 2010
U.S. House of Representatives June 2008 - August 2008
Skills
Data Analysis, Public Speaking, Leadership, Market Research, Microsoft Excel, PowerPoint, Analysis, Microsoft Office, French, Management Consulting, Business Strategy, HTML, Customer Service, Outlook, Microsoft Word, Nonprofits, Marketing Strategy, Management, Strategic Planning, Modeling, Statistical Modeling, Statistical Data...
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2013
B.S., Business Administration
University of California, Berkeley 2009 — 2013
Minor, Education
The Parthenon Group September 2013 - Present
Cisco Systems February 2011 - June 2013
The Parthenon Group June 2012 - September 2012
The White House August 2011 - January 2012
Accenture May 2011 - August 2011
Associated Students of the University of California August 2010 - August 2011
Morgan Stanley Smith Barney May 2010 - August 2010
U.S. House of Representatives June 2008 - August 2008
Skills
Data Analysis, Public Speaking, Leadership, Market Research, Microsoft Excel, PowerPoint, Analysis, Microsoft Office, French, Management Consulting, Business Strategy, HTML, Customer Service, Outlook, Microsoft Word, Nonprofits, Marketing Strategy, Management, Strategic Planning, Modeling, Statistical Modeling, Statistical Data...
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2013
B.S., Business Administration
University of California, Berkeley 2009 — 2013
Minor, Education
Bonnie Lam's Morgan Stanley Smith Barney Experience June 2010 - March 2011
Job Project Manager at Google
Industry Marketing and Advertising
Experience
Randstad at Google January 2015 - Present
HD Professional Inc. March 2013 - December 2014
Abzoo Corporation December 2011 - March 2013
Deloitte 2013 - 2013
Snob Global Media March 2010 - July 2011
St. James’s Place Wealth Management March 2011 - June 2011
Morgan Stanley Smith Barney June 2010 - March 2011
Morgan Stanley Smith Barney March 2010 - September 2010
Education
University of California, Davis 2008 — 2011
Bachelor of Arts
University of the Pacific - Eberhardt School of Business
Alameda High School
Randstad at Google January 2015 - Present
HD Professional Inc. March 2013 - December 2014
Abzoo Corporation December 2011 - March 2013
Deloitte 2013 - 2013
Snob Global Media March 2010 - July 2011
St. James’s Place Wealth Management March 2011 - June 2011
Morgan Stanley Smith Barney June 2010 - March 2011
Morgan Stanley Smith Barney March 2010 - September 2010
Education
University of California, Davis 2008 — 2011
Bachelor of Arts
University of the Pacific - Eberhardt School of Business
Alameda High School
Vinson Tran Vinson Tran's Morgan Stanley Smith Barney Experience July 2012 - August 2012
Job Student at University of California, Davis
Industry
Experience
Morgan Stanley Smith Barney July 2012 - August 2012
YSO Capital Management, LLC June 2012 - August 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Google Docs, Google Calendar, Shazam, PowerPoint, Internet, Time Management, Photoshop, Outlook, Teamwork, Data Analysis, Data Entry, Access, Event Planning
Education
University of California, Davis 2008 — 2012
Bachelor's degree, Managerial Economics, 3.27
Morgan Stanley Smith Barney July 2012 - August 2012
YSO Capital Management, LLC June 2012 - August 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Google Docs, Google Calendar, Shazam, PowerPoint, Internet, Time Management, Photoshop, Outlook, Teamwork, Data Analysis, Data Entry, Access, Event Planning
Education
University of California, Davis 2008 — 2012
Bachelor's degree, Managerial Economics, 3.27
Rachel Frazier Rachel Frazier's Morgan Stanley Smith Barney Experience February 2009 - June 2009
Job Marketing Coordinator at Stratus Building Solutions
Industry Facilities Services
Experience
Keller Williams - VIP Realty February 2012 - Present
Stratus Building Solutions February 2015 - Present
Aero Engineering & Manufacturing Co February 2011 - February 2012
SLO Green Build February 2010 - May 2010
Office of Congresswoman Lois Capps September 2009 - December 2009
Morgan Stanley Smith Barney February 2009 - June 2009
MetLife Investments August 2008 - January 2009
Skills
Blogging, Research, Microsoft Office, Administrative..., SEO, Time Management, Marketing, Project Management, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Social Networking, Social Media, Databases, Social Media Marketing, Short Sales, Sellers, Investment Properties, Anniversaries, Birthday Celebrations, Sales
Education
University of California, Irvine 2006 — 2009
BA, International Relations
Keller Williams - VIP Realty February 2012 - Present
Stratus Building Solutions February 2015 - Present
Aero Engineering & Manufacturing Co February 2011 - February 2012
SLO Green Build February 2010 - May 2010
Office of Congresswoman Lois Capps September 2009 - December 2009
Morgan Stanley Smith Barney February 2009 - June 2009
MetLife Investments August 2008 - January 2009
Skills
Blogging, Research, Microsoft Office, Administrative..., SEO, Time Management, Marketing, Project Management, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Social Networking, Social Media, Databases, Social Media Marketing, Short Sales, Sellers, Investment Properties, Anniversaries, Birthday Celebrations, Sales
Education
University of California, Irvine 2006 — 2009
BA, International Relations
Emily Chan, CFP® Emily Chan, CFP®'s Morgan Stanley Smith Barney Experience 2007 - 2010
Job Vice President Wealth Management, Portfolio Manager, UBS Financial Services Inc.
Industry Financial Services
Experience
UBS December 2010 - Present
Morgan Stanley Smith Barney 2007 - 2010
Premier Banking and Investments at Bank of America 2006 - 2007
Charles Schwab 2003 - 2006
Education
University of California, Berkeley 2004 — 2006
Certificate, Personal Financial Planning, awarded with Distinction
University of California, Berkeley 1997 — 2001
Bachelor of Arts, Mass Communications
UBS December 2010 - Present
Morgan Stanley Smith Barney 2007 - 2010
Premier Banking and Investments at Bank of America 2006 - 2007
Charles Schwab 2003 - 2006
Education
University of California, Berkeley 2004 — 2006
Certificate, Personal Financial Planning, awarded with Distinction
University of California, Berkeley 1997 — 2001
Bachelor of Arts, Mass Communications
Eric Frome Eric Frome's Morgan Stanley Smith Barney Experience September 2010 - Present
Job MBA
Industry Financial Services
Experience
Morgan Stanley Smith Barney September 2010 - Present
Snail's Pace Running Store June 2004 - December 2008
Frome Investments January 2005 - January 2007
Center for Limnology June 2003 - June 2004
Education
University of California, Irvine - The Paul Merage School of Business 2008 — 2010
MBA, Business
University of Wisconsin-Madison 1999 — 2004
BS, English Literature
University of Wisconsin-Madison 1999 — 2004
BS, Biology
University of Wisconsin-Madison 1999 — 2004
BS, Zoology
Morgan Stanley Smith Barney September 2010 - Present
Snail's Pace Running Store June 2004 - December 2008
Frome Investments January 2005 - January 2007
Center for Limnology June 2003 - June 2004
Education
University of California, Irvine - The Paul Merage School of Business 2008 — 2010
MBA, Business
University of Wisconsin-Madison 1999 — 2004
BS, English Literature
University of Wisconsin-Madison 1999 — 2004
BS, Biology
University of Wisconsin-Madison 1999 — 2004
BS, Zoology
Felicia Liu's Morgan Stanley Smith Barney Experience January 2011 - May 2011
Job Corporate Finance at Jawbone
Industry Consumer Electronics
Experience
Jawbone July 2015 - Present
Lazard June 2013 - June 2015
Lazard May 2012 - August 2012
Campton Private Equity Advisors June 2011 - August 2011
Morgan Stanley Smith Barney January 2011 - May 2011
Yannis Adoniou's KUNST-STOFF June 2010 - August 2010
Skills
Financial Modeling, Valuation, Business Strategy, Bloomberg, PowerPoint, Microsoft Excel, Private Equity, Corporate Finance, Investment Banking, Venture Capital, Management Consulting, Start-ups, Market Research, Mergers & Acquisitions, Portfolio Management, Economics, Investments
Education
University of California, Berkeley 2009 — 2013
B.A., Economics
University High School 2005 — 2009
Jawbone July 2015 - Present
Lazard June 2013 - June 2015
Lazard May 2012 - August 2012
Campton Private Equity Advisors June 2011 - August 2011
Morgan Stanley Smith Barney January 2011 - May 2011
Yannis Adoniou's KUNST-STOFF June 2010 - August 2010
Skills
Financial Modeling, Valuation, Business Strategy, Bloomberg, PowerPoint, Microsoft Excel, Private Equity, Corporate Finance, Investment Banking, Venture Capital, Management Consulting, Start-ups, Market Research, Mergers & Acquisitions, Portfolio Management, Economics, Investments
Education
University of California, Berkeley 2009 — 2013
B.A., Economics
University High School 2005 — 2009
Ashley Lee Ashley Lee's Morgan Stanley Smith Barney Experience January 2011 - April 2011
Job Sales Operations DQ Analyst at LinkedIn
Industry Financial Services
Experience
LinkedIn November 2014 - Present
Year Up March 2014 - Present
Triage Consulting Group December 2013 - November 2014
Triage Consulting Group September 2011 - December 2013
Morgan Stanley Smith Barney January 2011 - April 2011
The Associated Students of the University of California Davis December 2009 - March 2011
Alpha Chi Omega Fraternity, Inc. November 2009 - January 2011
Associated Students of the University of California Davis September 2009 - June 2010
Associated Students of the University of California Davis June 2009 - September 2009
Student Recruitment and Retention Center January 2008 - May 2008
Skills
Higher Education, Leadership, Fundraising, Program Management, Qualitative Research, Social Media, Marketing, Data Analysis, Microsoft Excel, Microsoft Access, Finance, Market Research, PowerPoint, Analysis, Research, Management, Budgets
Education
University of California, Davis
Bachelor of Science (B.S.), Managerial Economics
castro valley highschool
LinkedIn November 2014 - Present
Year Up March 2014 - Present
Triage Consulting Group December 2013 - November 2014
Triage Consulting Group September 2011 - December 2013
Morgan Stanley Smith Barney January 2011 - April 2011
The Associated Students of the University of California Davis December 2009 - March 2011
Alpha Chi Omega Fraternity, Inc. November 2009 - January 2011
Associated Students of the University of California Davis September 2009 - June 2010
Associated Students of the University of California Davis June 2009 - September 2009
Student Recruitment and Retention Center January 2008 - May 2008
Skills
Higher Education, Leadership, Fundraising, Program Management, Qualitative Research, Social Media, Marketing, Data Analysis, Microsoft Excel, Microsoft Access, Finance, Market Research, PowerPoint, Analysis, Research, Management, Budgets
Education
University of California, Davis
Bachelor of Science (B.S.), Managerial Economics
castro valley highschool
Jennifer Nguyen's Morgan Stanley Smith Barney Experience April 2012 - June 2012
Job Implementation Manager at Zenefits
Industry Internet
Experience
Zenefits October 2014 - Present
Zerve October 2012 - October 2014
Morgan Stanley Smith Barney April 2012 - June 2012
The Discovery Museum Science and Space Center January 2012 - March 2012
California Institute of Integral Studies August 2011 - September 2011
STA Travel January 2011 - June 2011
Frontline Marketing Inc. June 2010 - August 2010
UC Davis Classical Notes September 2009 - June 2010
ProfessioNAILS October 2007 - August 2008
Skills
Social Media, Excel, PowerPoint, Word, Event Planning, Customer Service, Access, Team Leadership, Vietnamese, Salesforce.com, Microsoft Excel, Account Management, Market Research, Marketing, Microsoft Word, Event Management, Social Media Marketing
Education
University of California, Davis 2008 — 2012
Bachelor of Arts (B.A.), Economics
UC Center ACCENT- Rome, Italy 2010 — 2010
EAP Study Abroad Program, Art History
Zenefits October 2014 - Present
Zerve October 2012 - October 2014
Morgan Stanley Smith Barney April 2012 - June 2012
The Discovery Museum Science and Space Center January 2012 - March 2012
California Institute of Integral Studies August 2011 - September 2011
STA Travel January 2011 - June 2011
Frontline Marketing Inc. June 2010 - August 2010
UC Davis Classical Notes September 2009 - June 2010
ProfessioNAILS October 2007 - August 2008
Skills
Social Media, Excel, PowerPoint, Word, Event Planning, Customer Service, Access, Team Leadership, Vietnamese, Salesforce.com, Microsoft Excel, Account Management, Market Research, Marketing, Microsoft Word, Event Management, Social Media Marketing
Education
University of California, Davis 2008 — 2012
Bachelor of Arts (B.A.), Economics
UC Center ACCENT- Rome, Italy 2010 — 2010
EAP Study Abroad Program, Art History
Marty Diamond Marty Diamond's Morgan Stanley Smith Barney Experience May 1986 - May 2000
Job Google Analtyics Consulting ♦ Conversion Optimization Practitioner OMCP® Certified ♦ A/B & Multivariate Testing ♦
Industry Internet
Experience
Diamond Website Conversion May 2008 - Present
Real Estate & Investments - Self Employed May 2000 - May 2008
Morgan Stanley Smith Barney May 1986 - May 2000
Education
UCLA
Bachelor of Business Administration (B.B.A.), Economics
Diamond Website Conversion May 2008 - Present
Real Estate & Investments - Self Employed May 2000 - May 2008
Morgan Stanley Smith Barney May 1986 - May 2000
Education
UCLA
Bachelor of Business Administration (B.B.A.), Economics
Eric Helms Eric Helms's Morgan Stanley Smith Barney Experience March 2009 - July 2009
Job Audit Associate at Deloitte
Industry Management Consulting
Experience
Deloitte September 2011 - Present
Student Managed Investment Fund January 2009 - September 2011
UC Irvine June 2010 - November 2010
Rotaract Club February 2009 - June 2010
Morgan Stanley Smith Barney March 2009 - July 2009
The Wine Gent October 2007 - September 2008
Skills
Accounting, Excel, Access, PowerPoint, Word, Audit, Microsoft Excel, Microsoft Word, Auditing, Nonprofits, Leadership
Education
University of California, Irvine 2008 — 2011
Bachelors of Art, Economics
Deloitte September 2011 - Present
Student Managed Investment Fund January 2009 - September 2011
UC Irvine June 2010 - November 2010
Rotaract Club February 2009 - June 2010
Morgan Stanley Smith Barney March 2009 - July 2009
The Wine Gent October 2007 - September 2008
Skills
Accounting, Excel, Access, PowerPoint, Word, Audit, Microsoft Excel, Microsoft Word, Auditing, Nonprofits, Leadership
Education
University of California, Irvine 2008 — 2011
Bachelors of Art, Economics
Rob Hunt, P.E.'s Morgan Stanley Smith Barney Experience June 1994 - August 1998
Job Engineer at Carollo Engineers
Industry Civil Engineering
Experience
Carollo Engineers October 2004 - Present
Carollo Engineers June 1999 - September 2002
Morgan Stanley Smith Barney June 1994 - August 1998
Skills
Wastewater Treatment, Cost Estimating, Feasibility Studies, Environmental..., Civil Engineering, Project Estimation, Construction, Comprehensive Planning, Water Treatment, Stormwater Management, Construction Management, Pipelines, Pump Stations, Infrastructure, Water Resources, Water Supply, Hydrology, Water, Hydraulics, Drainage, Water Quality, Water Management, Municipalities, Water Distribution, Sewer, Groundwater, Land Development, Geotechnical Engineering, Microstation, Environmental Permitting
Education
University of California, Davis 2002 — 2004
MS, Civil and Environmental Engineering
University of California, Davis 1998 — 2002
BS, Civil Engineering
De La Salle High School 1994 — 1998
Diploma, High School
Carollo Engineers October 2004 - Present
Carollo Engineers June 1999 - September 2002
Morgan Stanley Smith Barney June 1994 - August 1998
Skills
Wastewater Treatment, Cost Estimating, Feasibility Studies, Environmental..., Civil Engineering, Project Estimation, Construction, Comprehensive Planning, Water Treatment, Stormwater Management, Construction Management, Pipelines, Pump Stations, Infrastructure, Water Resources, Water Supply, Hydrology, Water, Hydraulics, Drainage, Water Quality, Water Management, Municipalities, Water Distribution, Sewer, Groundwater, Land Development, Geotechnical Engineering, Microstation, Environmental Permitting
Education
University of California, Davis 2002 — 2004
MS, Civil and Environmental Engineering
University of California, Davis 1998 — 2002
BS, Civil Engineering
De La Salle High School 1994 — 1998
Diploma, High School
William Chang's Morgan Stanley Smith Barney Experience January 2009 - June 2009
Job MBA Candidate at USC Marshall School of Business
Industry Logistics and Supply Chain
Experience
McMaster-Carr July 2012 - December 2013
Mercer May 2010 - May 2012
Marcus & Millichap September 2009 - December 2009
Morgan Stanley Smith Barney January 2009 - June 2009
MAP Alternative Asset Management Company, LLC October 2008 - March 2009
Harvey & Company LLC February 2008 - June 2008
Skills
Financial Modeling, Valuation, Data Analysis, Investments, Due Diligence, Corporate Finance, Economics, Market Research, Financial Analysis, Portfolio Management, Finance
Education
University of Southern California 2012 — 2014
Master of Business Administration (MBA)
University of California, Irvine 2006 — 2010
B.A., Business Econoimcs, Management
McMaster-Carr July 2012 - December 2013
Mercer May 2010 - May 2012
Marcus & Millichap September 2009 - December 2009
Morgan Stanley Smith Barney January 2009 - June 2009
MAP Alternative Asset Management Company, LLC October 2008 - March 2009
Harvey & Company LLC February 2008 - June 2008
Skills
Financial Modeling, Valuation, Data Analysis, Investments, Due Diligence, Corporate Finance, Economics, Market Research, Financial Analysis, Portfolio Management, Finance
Education
University of Southern California 2012 — 2014
Master of Business Administration (MBA)
University of California, Irvine 2006 — 2010
B.A., Business Econoimcs, Management
Jason Fang Jason Fang's Morgan Stanley Smith Barney Experience September 2009 - December 2009
Job Finance Specialist, Client Computing Group at Intel Corporation
Industry Semiconductors
Experience
Intel Corporation May 2015 - Present
Intel Corporation September 2013 - May 2015
Intel Corporation May 2012 - August 2013
Intel Corporation July 2010 - April 2012
Morgan Stanley Smith Barney September 2009 - December 2009
Skills
Quantitative Analysis, Forecasting, Accounting, Budgeting, Corporate Finance, Budgets, Variance Analysis, Quantitative Analytics, Sarbanes-Oxley Act, Finance, Financial Modeling, Financial Forecasting, Financial Analysis, Financial Reporting
Education
University of California, Berkeley, Haas School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
University of California, Los Angeles 2008 — 2010
B.A., Business Economics, Accounting, Mathematics
Intel Corporation May 2015 - Present
Intel Corporation September 2013 - May 2015
Intel Corporation May 2012 - August 2013
Intel Corporation July 2010 - April 2012
Morgan Stanley Smith Barney September 2009 - December 2009
Skills
Quantitative Analysis, Forecasting, Accounting, Budgeting, Corporate Finance, Budgets, Variance Analysis, Quantitative Analytics, Sarbanes-Oxley Act, Finance, Financial Modeling, Financial Forecasting, Financial Analysis, Financial Reporting
Education
University of California, Berkeley, Haas School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
University of California, Los Angeles 2008 — 2010
B.A., Business Economics, Accounting, Mathematics
Jenna Mendoza Jenna Mendoza's Morgan Stanley Smith Barney Experience April 2009 - June 2009
Job Enterprise Account Manager at Oracle
Industry Computer Software
Experience
Oracle June 2014 - Present
Oracle January 2013 - June 2014
Stradling Yocca Carlson & Rauth April 2012 - December 2012
Trinet Internet Solutions June 2011 - April 2012
University of California, Irvine September 2010 - August 2011
Northwestern Mutual January 2011 - May 2011
Morgan Stanley Smith Barney April 2009 - June 2009
Skills
Public Relations, Marketing, Public Speaking, Writing, Newsletters, Social Media Marketing, PowerPoint, Social Media, Microsoft Office, Microsoft Excel, Microsoft Word, Event Planning, Facebook, Customer Service, Outlook, Research, Social Networking, Strategy
Education
University of California, Irvine 2007 — 2011
Bachelor of Arts, Economics
Archbishop Mitty High School 2003 — 2007
Oracle June 2014 - Present
Oracle January 2013 - June 2014
Stradling Yocca Carlson & Rauth April 2012 - December 2012
Trinet Internet Solutions June 2011 - April 2012
University of California, Irvine September 2010 - August 2011
Northwestern Mutual January 2011 - May 2011
Morgan Stanley Smith Barney April 2009 - June 2009
Skills
Public Relations, Marketing, Public Speaking, Writing, Newsletters, Social Media Marketing, PowerPoint, Social Media, Microsoft Office, Microsoft Excel, Microsoft Word, Event Planning, Facebook, Customer Service, Outlook, Research, Social Networking, Strategy
Education
University of California, Irvine 2007 — 2011
Bachelor of Arts, Economics
Archbishop Mitty High School 2003 — 2007
Jordan Paul Jordan Paul's Morgan Stanley Smith Barney Experience August 2010 - November 2010
Job Attending Dreamforce? Visit PixelTag at Booth 2211 Moscone North
Industry Information Technology and Services
Experience
PixelTag Inc September 2013 - Present
Slalom Consulting November 2012 - April 2014
Accenture October 2011 - November 2012
Bluewolf May 2011 - October 2011
Bluewolf November 2010 - October 2011
Morgan Stanley Smith Barney August 2010 - November 2010
Caesar Chavez Building July 2008 - May 2010
Greenan, Peffer, Sallander, and Lally LLC December 2008 - July 2009
UC Berkeley Athletic Department October 2005 - December 2008
Cal Calling Center November 2006 - April 2008
Skills
Requirements Gathering, Salesforce.com, SaaS, Cloud Computing, Lead Generation, Business Analysis, Excel, Process Mapping, Legal Documents, Analysis, HTML, Microsoft Office, Visio, PowerPoint, Process Improvement, Word, Problem Solving, Requirements Analysis, Sales Operations, Sales Process, Outlook, Research, Salesforce.com..., Microsoft Excel, CRM, Microsoft Word, Data Analysis, Analytics, Program Management, Business Intelligence, Agile Methodologies, Business Process..., Business Process, Databases, Business Process Mapping
Education
University of California, Berkeley 2005 — 2010
BA, Legal Studies
Loyola High School of Los Angeles 2001 — 2005
H.S. Diploma
Holy Name Elementary 1992 — 2001
PixelTag Inc September 2013 - Present
Slalom Consulting November 2012 - April 2014
Accenture October 2011 - November 2012
Bluewolf May 2011 - October 2011
Bluewolf November 2010 - October 2011
Morgan Stanley Smith Barney August 2010 - November 2010
Caesar Chavez Building July 2008 - May 2010
Greenan, Peffer, Sallander, and Lally LLC December 2008 - July 2009
UC Berkeley Athletic Department October 2005 - December 2008
Cal Calling Center November 2006 - April 2008
Skills
Requirements Gathering, Salesforce.com, SaaS, Cloud Computing, Lead Generation, Business Analysis, Excel, Process Mapping, Legal Documents, Analysis, HTML, Microsoft Office, Visio, PowerPoint, Process Improvement, Word, Problem Solving, Requirements Analysis, Sales Operations, Sales Process, Outlook, Research, Salesforce.com..., Microsoft Excel, CRM, Microsoft Word, Data Analysis, Analytics, Program Management, Business Intelligence, Agile Methodologies, Business Process..., Business Process, Databases, Business Process Mapping
Education
University of California, Berkeley 2005 — 2010
BA, Legal Studies
Loyola High School of Los Angeles 2001 — 2005
H.S. Diploma
Holy Name Elementary 1992 — 2001
Jiangtao(JT) Liu Jiangtao(JT) Liu's Morgan Stanley Smith Barney Experience September 2009 - December 2009
Job PIMCO
Industry Financial Services
Andrew Matias Andrew Matias's Morgan Stanley Smith Barney Experience April 2009 - August 2009
Job Acquisitions Analyst at Waypoint Group
Industry Financial Services
Experience
Waypoint Group May 2011 - Present
MCDERMOTT June 2010 - July 2011
MV Explorer August 2009 - December 2009
BizMerge April 2009 - August 2009
MORGAN STANLEY SMITH BARNEY April 2009 - August 2009
University of California, Irvine September 2008 - June 2009
Vector Marketing June 2007 - September 2007
Self October 2005 - June 2007
Skills
Event Planning, Social Media, Microsoft Excel, Data Analysis, Microsoft Office, PowerPoint, Customer Service, Research, Facebook, Financial Modeling, Microsoft Word
Education
University of California, Irvine 2007 — 2011
Paul Merage School of Business
University of Virginia
high school
Waypoint Group May 2011 - Present
MCDERMOTT June 2010 - July 2011
MV Explorer August 2009 - December 2009
BizMerge April 2009 - August 2009
MORGAN STANLEY SMITH BARNEY April 2009 - August 2009
University of California, Irvine September 2008 - June 2009
Vector Marketing June 2007 - September 2007
Self October 2005 - June 2007
Skills
Event Planning, Social Media, Microsoft Excel, Data Analysis, Microsoft Office, PowerPoint, Customer Service, Research, Facebook, Financial Modeling, Microsoft Word
Education
University of California, Irvine 2007 — 2011
Paul Merage School of Business
University of Virginia
high school
Grace Hsiang's Morgan Stanley Smith Barney Experience May 2008 - August 2010
Job Marketing Manager at YapStone, Inc.
Industry Marketing and Advertising
Experience
YapStone November 2013 - Present
Carapace Wetsuits 2014 - Present
Intelligent Beauty September 2012 - October 2013
Horizon Media September 2010 - April 2012
Morgan Stanley Smith Barney May 2008 - August 2010
Skills
Social Media, Social Media Marketing, Advertising, Marketing Strategy, Digital Marketing, Online Advertising, Marketing, Event Planning, Public Relations, Photoshop, Media Relations, Event Management, Non-profits, Fundraising, Marketing Communications, Email Marketing, Brand Management, Project Management, Account Management, Nonprofits, Social Networking, Leadership
Education
University of California, Irvine 2004 — 2008
Dual Bachelor of Arts, International Studies and Literary Journalism
University of California Los Angeles 2012 — 2012
UCLA Extension, AAAA Institute of Advanced Advertising Studies Southern Cailfornia
YapStone November 2013 - Present
Carapace Wetsuits 2014 - Present
Intelligent Beauty September 2012 - October 2013
Horizon Media September 2010 - April 2012
Morgan Stanley Smith Barney May 2008 - August 2010
Skills
Social Media, Social Media Marketing, Advertising, Marketing Strategy, Digital Marketing, Online Advertising, Marketing, Event Planning, Public Relations, Photoshop, Media Relations, Event Management, Non-profits, Fundraising, Marketing Communications, Email Marketing, Brand Management, Project Management, Account Management, Nonprofits, Social Networking, Leadership
Education
University of California, Irvine 2004 — 2008
Dual Bachelor of Arts, International Studies and Literary Journalism
University of California Los Angeles 2012 — 2012
UCLA Extension, AAAA Institute of Advanced Advertising Studies Southern Cailfornia
Raymond Wong's Morgan Stanley Smith Barney Experience January 2012 - September 2012
Job Googler
Industry Internet
Experience
Google September 2014 - Present
Google June 2013 - August 2013
Morgan Stanley Smith Barney January 2012 - September 2012
Lester Center for Entrepreneurship and Innovation June 2011 - August 2011
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2014
Bachelor of Science (B.S.), Business Administration
Google September 2014 - Present
Google June 2013 - August 2013
Morgan Stanley Smith Barney January 2012 - September 2012
Lester Center for Entrepreneurship and Innovation June 2011 - August 2011
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2014
Bachelor of Science (B.S.), Business Administration
Douglas Emitte's Morgan Stanley Smith Barney Experience March 2009 - August 2011
Job Wealth Management
Industry Financial Services
Experience
DAE Capital Strategies March 2013 - Present
Ameriprise Financial Services, Inc. August 2011 - March 2013
FOX40 News November 2011 - October 2012
Morgan Stanley Smith Barney March 2009 - August 2011
Wells Fargo Investments June 2001 - March 2009
Morgan Stanley Dean Witter March 1997 - June 2001
Skills
Strategic Partnerships, Finance, Wealth Management, Retirement Planning, Investments, Strategic Planning, Small Business, Business Development, 401k Rollovers, New Business Development, Long Term Care Insurance, Disability Insurance, Variable Annuities, Fixed Income Strategies, Indexed Annuities, 529 Plans, SEP IRA, Life Insurance, Small Business..., Qualified Retirement..., Roth IRA, Donor Advised Funds, Risk Management, Retirement Income..., Estate Planning, Charitable Gift Planning
Education
University of California, Davis 1989 — 1992
B.A., Communications
DAE Capital Strategies March 2013 - Present
Ameriprise Financial Services, Inc. August 2011 - March 2013
FOX40 News November 2011 - October 2012
Morgan Stanley Smith Barney March 2009 - August 2011
Wells Fargo Investments June 2001 - March 2009
Morgan Stanley Dean Witter March 1997 - June 2001
Skills
Strategic Partnerships, Finance, Wealth Management, Retirement Planning, Investments, Strategic Planning, Small Business, Business Development, 401k Rollovers, New Business Development, Long Term Care Insurance, Disability Insurance, Variable Annuities, Fixed Income Strategies, Indexed Annuities, 529 Plans, SEP IRA, Life Insurance, Small Business..., Qualified Retirement..., Roth IRA, Donor Advised Funds, Risk Management, Retirement Income..., Estate Planning, Charitable Gift Planning
Education
University of California, Davis 1989 — 1992
B.A., Communications
Kent Ou Kent Ou's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Software Engineer
Industry Computer Software
Experience
Thermo Fisher Scientific January 2012 - March 2015
Morgan Stanley Smith Barney June 2011 - August 2011
Dr. Gong's Optometry December 2009 - April 2010
Skills
JavaScript, jQuery, React Native, Neo4j, MongoDB, AngularJS, Node.js, MySQL, Backbone.js, HTML, GruntJS, CSS, SQL, ORM, Bootstrap, Xcode, Underscore.js, Firebase, D3.js, Test Driven Development, Mocha, Scrum, Data Analysis, Problem Solving, Microsoft Excel, PowerPoint, Microsoft Word, Lean Manufacturing, Research, Microsoft Office, 5S, Process Improvement, SOP, Customer Service, Time Management, Gel Electrophoresis, Agile Methodologies
Education
Telegraph Academy 2015 — 2015
Computer Software Engineering
University of California, Davis 2007 — 2011
BS, Biology, Economics (minor)
Thermo Fisher Scientific January 2012 - March 2015
Morgan Stanley Smith Barney June 2011 - August 2011
Dr. Gong's Optometry December 2009 - April 2010
Skills
JavaScript, jQuery, React Native, Neo4j, MongoDB, AngularJS, Node.js, MySQL, Backbone.js, HTML, GruntJS, CSS, SQL, ORM, Bootstrap, Xcode, Underscore.js, Firebase, D3.js, Test Driven Development, Mocha, Scrum, Data Analysis, Problem Solving, Microsoft Excel, PowerPoint, Microsoft Word, Lean Manufacturing, Research, Microsoft Office, 5S, Process Improvement, SOP, Customer Service, Time Management, Gel Electrophoresis, Agile Methodologies
Education
Telegraph Academy 2015 — 2015
Computer Software Engineering
University of California, Davis 2007 — 2011
BS, Biology, Economics (minor)
Dustin Tran Dustin Tran's Morgan Stanley Smith Barney Experience September 2011 - November 2011
Job Accounting Analyst at Provident Funding Associates L.P.
Industry Financial Services
Experience
Provident Funding Associates L.P. November 2013 - Present
Provident Funding Associates L.P. December 2012 - November 2013
Morgan Stanley Smith Barney September 2011 - November 2011
Skills
Training, Management, Community Outreach, PowerPoint, Marketing, Project Management, Teamwork, Analysis, Public Speaking, Customer Service, Microsoft Word, Data Entry, Microsoft Excel, Microsoft Office, Investment Management
Education
University of California, Davis 2008 — 2012
Bachelor of Arts, Economics, Communications, 3.44
San Gabriel High School 2004 — 2008
High School Diploma
Provident Funding Associates L.P. November 2013 - Present
Provident Funding Associates L.P. December 2012 - November 2013
Morgan Stanley Smith Barney September 2011 - November 2011
Skills
Training, Management, Community Outreach, PowerPoint, Marketing, Project Management, Teamwork, Analysis, Public Speaking, Customer Service, Microsoft Word, Data Entry, Microsoft Excel, Microsoft Office, Investment Management
Education
University of California, Davis 2008 — 2012
Bachelor of Arts, Economics, Communications, 3.44
San Gabriel High School 2004 — 2008
High School Diploma
Patricia Chi's Morgan Stanley Smith Barney Experience July 1996 - November 1997
Job Starmax Realty
Industry Marketing and Advertising
Experience
Starmax Realty April 2015 - Present
Altitude Media, Inc. November 2002 - Present
Century 21 Select October 2014 - April 2015
Answer Financial October 2011 - October 2012
Nielsen November 1999 - June 2002
Dimensional Fund Advisors March 1999 - November 1999
Farmers Insurance November 1997 - March 1999
Morgan Stanley Smith Barney July 1996 - November 1997
Skills
Customer Relations, New Business Development, Contract Negotiation, Market Research, Financial Management, Project Management, Integrated Marketing, Social Media Marketing, Corporate Social..., Strategic Planning, Sustainability, Business Strategy, Customer Service, Managerial Finance, Digital Media, Social Media, Marketing, Business Development, Sales, Account Management, Sales Management, Management, Salesforce.com, Selling, Marketing Strategy, Training, Team Building, Brand Management, Online Advertising, Advertising, Marketing Communications, Lead Generation, SEO, Public Relations, Online Marketing, Digital Marketing, Email Marketing, E-commerce, Social Networking, Digital Strategy, Copywriting
Education
University of California, Irvine
BA, Environmental Design/Urban Planning
University of California, Los Angeles
Extension Studies, Computer and Information Sciences, General
Starmax Realty April 2015 - Present
Altitude Media, Inc. November 2002 - Present
Century 21 Select October 2014 - April 2015
Answer Financial October 2011 - October 2012
Nielsen November 1999 - June 2002
Dimensional Fund Advisors March 1999 - November 1999
Farmers Insurance November 1997 - March 1999
Morgan Stanley Smith Barney July 1996 - November 1997
Skills
Customer Relations, New Business Development, Contract Negotiation, Market Research, Financial Management, Project Management, Integrated Marketing, Social Media Marketing, Corporate Social..., Strategic Planning, Sustainability, Business Strategy, Customer Service, Managerial Finance, Digital Media, Social Media, Marketing, Business Development, Sales, Account Management, Sales Management, Management, Salesforce.com, Selling, Marketing Strategy, Training, Team Building, Brand Management, Online Advertising, Advertising, Marketing Communications, Lead Generation, SEO, Public Relations, Online Marketing, Digital Marketing, Email Marketing, E-commerce, Social Networking, Digital Strategy, Copywriting
Education
University of California, Irvine
BA, Environmental Design/Urban Planning
University of California, Los Angeles
Extension Studies, Computer and Information Sciences, General
Fitch Li Fitch Li's Morgan Stanley Smith Barney Experience October 2008 - June 2009
Job Media Strategist
Industry Marketing and Advertising
Experience
Raiseyourcrowd.com November 2012 - Present
Infiniappstands January 2013 - December 2013
Shenzhen Netcom Electronics Co., Ltd November 2010 - December 2013
Morgan Stanley Smith Barney October 2008 - June 2009
Skills
Microsoft Office, Product Marketing, Strategic Planning, Business Development, Crowdfunding, Marketing, Blogging, Small Business Online..., Social Media Marketing, Market Research, Strategy, Cross-functional Team..., Management, Budgets, Forecasting, Marketing Strategy, E-commerce, Product Management, New Business Development, Competitive Analysis, Strategic Partnerships, Brand Development, Product Development, Sales, Market Planning, Public Relations, Product Launch, Mobile Devices, Project Planning, Press Releases, Online Marketing, Email Marketing, Online Advertising, Market Analysis, Start-ups, Entrepreneurship
Education
University of California, Irvine 2005 — 2009
BA, Business Economics
Cupertino High School 2001 — 2005
High School
Raiseyourcrowd.com November 2012 - Present
Infiniappstands January 2013 - December 2013
Shenzhen Netcom Electronics Co., Ltd November 2010 - December 2013
Morgan Stanley Smith Barney October 2008 - June 2009
Skills
Microsoft Office, Product Marketing, Strategic Planning, Business Development, Crowdfunding, Marketing, Blogging, Small Business Online..., Social Media Marketing, Market Research, Strategy, Cross-functional Team..., Management, Budgets, Forecasting, Marketing Strategy, E-commerce, Product Management, New Business Development, Competitive Analysis, Strategic Partnerships, Brand Development, Product Development, Sales, Market Planning, Public Relations, Product Launch, Mobile Devices, Project Planning, Press Releases, Online Marketing, Email Marketing, Online Advertising, Market Analysis, Start-ups, Entrepreneurship
Education
University of California, Irvine 2005 — 2009
BA, Business Economics
Cupertino High School 2001 — 2005
High School
Adam Treboutat Adam Treboutat's Morgan Stanley Smith Barney Experience July 2011 - March 2012
Job Digital Marketing Analyst at Salesforce
Industry Marketing and Advertising
Experience
Salesforce August 2015 - Present
iCrossing January 2014 - July 2015
State Street July 2012 - August 2013
Morgan Stanley Smith Barney July 2011 - March 2012
Education
University of California, Davis 2008 — 2012
Bachelor of Science (B.S.), Managerial Economics, 3.5/4.0
Salesforce August 2015 - Present
iCrossing January 2014 - July 2015
State Street July 2012 - August 2013
Morgan Stanley Smith Barney July 2011 - March 2012
Education
University of California, Davis 2008 — 2012
Bachelor of Science (B.S.), Managerial Economics, 3.5/4.0
Greg Nakamura, CPA's Morgan Stanley Smith Barney Experience April 2008 - June 2008
Job Senior Accountant at Wells Fargo
Industry Accounting
Experience
Wells Fargo November 2014 - Present
KBS Realty Advisors August 2012 - October 2014
KPMG US November 2009 - November 2011
Morgan Stanley Smith Barney April 2008 - June 2008
Skills
Microsoft Office, Adobe Acrobat, Accounting, Auditing, US GAAP, SEC filings, Financial Reporting, External Audit, Sarbanes-Oxley Act, Financial Accounting, Internal Controls, Financial Analysis, Microsoft Excel
Education
University of California, Irvine 2005 — 2009
Bachelor of Arts, Business Economics, Accounting
Wells Fargo November 2014 - Present
KBS Realty Advisors August 2012 - October 2014
KPMG US November 2009 - November 2011
Morgan Stanley Smith Barney April 2008 - June 2008
Skills
Microsoft Office, Adobe Acrobat, Accounting, Auditing, US GAAP, SEC filings, Financial Reporting, External Audit, Sarbanes-Oxley Act, Financial Accounting, Internal Controls, Financial Analysis, Microsoft Excel
Education
University of California, Irvine 2005 — 2009
Bachelor of Arts, Business Economics, Accounting
Tae Min Tae Min's Morgan Stanley Smith Barney Experience January 2012 - March 2012
Job Client Operations Associate at Natixis Asset Management
Industry Investment Management
Experience
Natixis Asset Management May 2015 - Present
State Street November 2014 - May 2015
State Street August 2013 - November 2014
State Street October 2012 - August 2013
Miceli Financial Partners June 2012 - September 2012
UC Davis December 2011 - June 2012
Morgan Stanley Smith Barney January 2012 - March 2012
Delta Sigma Pi September 2011 - January 2012
Skills
PowerPoint, Excel, Word, Microsoft Office, Photoshop, Mac OS X, Outlook, Facebook, Life Insurance, Microsoft Word, Microsoft Excel, Teamwork, Access, OS X
Education
University of California, Davis 2008 — 2012
Bachelor of Science (B.S.), Managerial Economics
Natixis Asset Management May 2015 - Present
State Street November 2014 - May 2015
State Street August 2013 - November 2014
State Street October 2012 - August 2013
Miceli Financial Partners June 2012 - September 2012
UC Davis December 2011 - June 2012
Morgan Stanley Smith Barney January 2012 - March 2012
Delta Sigma Pi September 2011 - January 2012
Skills
PowerPoint, Excel, Word, Microsoft Office, Photoshop, Mac OS X, Outlook, Facebook, Life Insurance, Microsoft Word, Microsoft Excel, Teamwork, Access, OS X
Education
University of California, Davis 2008 — 2012
Bachelor of Science (B.S.), Managerial Economics
Kristen Kemp's Morgan Stanley Smith Barney Experience July 2012 - August 2012
Job Commissions Analyst at Box
Industry Computer Software
Experience
Box September 2015 - Present
Kahuna April 2015 - August 2015
Security Alarm Financing Enterprises December 2012 - April 2015
Morgan Stanley Smith Barney July 2012 - August 2012
UC Davis Department of Psychology March 2011 - June 2011
Skills
PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, Public Speaking, Data Analysis, Portfolio Management, Sales, Process Improvement, Analysis, Time Management, Teamwork, Finance, Economics, Access, Financial Analysis, Outlook, Retail, Cpr Certified, Forecasting, Financial Modeling, Business Development, Business Process..., Sports, Qualitative Research, Leadership, Research, Salesforce.com, Marketing
Education
University of California, Davis
Bachelors of Science, Managerial Economics
Box September 2015 - Present
Kahuna April 2015 - August 2015
Security Alarm Financing Enterprises December 2012 - April 2015
Morgan Stanley Smith Barney July 2012 - August 2012
UC Davis Department of Psychology March 2011 - June 2011
Skills
PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, Public Speaking, Data Analysis, Portfolio Management, Sales, Process Improvement, Analysis, Time Management, Teamwork, Finance, Economics, Access, Financial Analysis, Outlook, Retail, Cpr Certified, Forecasting, Financial Modeling, Business Development, Business Process..., Sports, Qualitative Research, Leadership, Research, Salesforce.com, Marketing
Education
University of California, Davis
Bachelors of Science, Managerial Economics
Serena Wong's Morgan Stanley Smith Barney Experience August 2009 - August 2009
Job Marketing Manager, SEM
Industry Online Media
Experience
Meredith Commerce July 2014 - Present
ymarketing October 2013 - July 2014
ZipRecruiter July 2013 - October 2013
PriceGrabber.com May 2011 - July 2013
AntonSkis August 2009 - May 2011
Morgan Stanley Smith Barney August 2009 - August 2009
Morgan Stanley June 2008 - August 2008
Skills
SEM, Google Adwords, BingAds, PPC, Excel, Online Marketing, E-mail Marketing, Social Media, Data Analysis, Report Building, Omniture, Affiliate Marketing, Email Marketing, A/B testing, Mobile Advertising, Marketing Strategy, Direct Marketing, Market Research, Proactive self-starter, Google Analytics, Web Analytics, Digital Strategy, Google Webmaster Tools, Mobile Marketing, Lead Generation, MSN AdCenter, Microsoft Excel, Cupcakes, Online Advertising, Conversion Optimization, Marketing, Search Advertising, Landing Page..., DoubleClick
Education
University of California, Davis 2005 — 2009
Bachelor of Arts, Economics
Robert McQueen High School
Meredith Commerce July 2014 - Present
ymarketing October 2013 - July 2014
ZipRecruiter July 2013 - October 2013
PriceGrabber.com May 2011 - July 2013
AntonSkis August 2009 - May 2011
Morgan Stanley Smith Barney August 2009 - August 2009
Morgan Stanley June 2008 - August 2008
Skills
SEM, Google Adwords, BingAds, PPC, Excel, Online Marketing, E-mail Marketing, Social Media, Data Analysis, Report Building, Omniture, Affiliate Marketing, Email Marketing, A/B testing, Mobile Advertising, Marketing Strategy, Direct Marketing, Market Research, Proactive self-starter, Google Analytics, Web Analytics, Digital Strategy, Google Webmaster Tools, Mobile Marketing, Lead Generation, MSN AdCenter, Microsoft Excel, Cupcakes, Online Advertising, Conversion Optimization, Marketing, Search Advertising, Landing Page..., DoubleClick
Education
University of California, Davis 2005 — 2009
Bachelor of Arts, Economics
Robert McQueen High School
Caroline Zhao's Morgan Stanley Smith Barney Experience June 2012 - August 2012
Job Associate Sales Development Manager at Boost Media
Industry Financial Services
Experience
Boost Media July 2015 - Present
Boost Media June 2014 - July 2015
Xvolve June 2013 - May 2014
Morgan Stanley Smith Barney June 2012 - August 2012
iCET- Innovative Center for Energy and Transportation May 2011 - August 2011
U.S. Arts Academy June 2010 - August 2010
Skills
Microsoft Excel, Data Analysis, Social Media, Research, Economics, Accounting, PowerPoint, Marketing, Customer Service, English, Financial Modeling, Public Speaking, Microsoft Word, Mandarin, Financial Analysis, Finance, Event Planning, Management, Access, Business Strategy, Account Management, Sales Operations, Financial Accounting, Online Marketing, Digital Marketing, Stata, Bloomberg, Outlook, Strategic Financial..., Financial Reporting, SEM, PPC, Online Advertising, Reporting & Analysis, Salesforce.com
Education
UC Berkeley 2010 — 2014
Bachelor of Arts (B.A.), Political Economy
Boost Media July 2015 - Present
Boost Media June 2014 - July 2015
Xvolve June 2013 - May 2014
Morgan Stanley Smith Barney June 2012 - August 2012
iCET- Innovative Center for Energy and Transportation May 2011 - August 2011
U.S. Arts Academy June 2010 - August 2010
Skills
Microsoft Excel, Data Analysis, Social Media, Research, Economics, Accounting, PowerPoint, Marketing, Customer Service, English, Financial Modeling, Public Speaking, Microsoft Word, Mandarin, Financial Analysis, Finance, Event Planning, Management, Access, Business Strategy, Account Management, Sales Operations, Financial Accounting, Online Marketing, Digital Marketing, Stata, Bloomberg, Outlook, Strategic Financial..., Financial Reporting, SEM, PPC, Online Advertising, Reporting & Analysis, Salesforce.com
Education
UC Berkeley 2010 — 2014
Bachelor of Arts (B.A.), Political Economy
John Nguyen's Morgan Stanley Smith Barney Experience May 2008 - August 2008
Job Finance Ninja
Industry Financial Services
Experience
Aeris Communications March 2014 - Present
Koolbit September 2013 - December 2013
Zynga January 2013 - June 2013
CafePress Inc. January 2012 - December 2012
EMC May 2011 - November 2011
California Center for Innovative Transportation January 2011 - May 2011
School of Public Health January 2009 - May 2010
Morgan Stanley Smith Barney May 2008 - August 2008
Skills
Strategic Financial..., Financial Modeling, Revenue Forecasting, Competitive Analysis, Expense Allocation, Valuation, Start-ups, Data Mining, Financial Analysis, Cloud Computing, Finance, Analytics, E-commerce, Facebook, Venture Capital, Entrepreneurship, Data Analysis, Strategy, Investments, Market Research, Corporate Finance, Microsoft Office
Education
University of California, Berkeley 2007 — 2011
B.A., Political Economy (Concentration in Finance & Global Market Analysis)
Aeris Communications March 2014 - Present
Koolbit September 2013 - December 2013
Zynga January 2013 - June 2013
CafePress Inc. January 2012 - December 2012
EMC May 2011 - November 2011
California Center for Innovative Transportation January 2011 - May 2011
School of Public Health January 2009 - May 2010
Morgan Stanley Smith Barney May 2008 - August 2008
Skills
Strategic Financial..., Financial Modeling, Revenue Forecasting, Competitive Analysis, Expense Allocation, Valuation, Start-ups, Data Mining, Financial Analysis, Cloud Computing, Finance, Analytics, E-commerce, Facebook, Venture Capital, Entrepreneurship, Data Analysis, Strategy, Investments, Market Research, Corporate Finance, Microsoft Office
Education
University of California, Berkeley 2007 — 2011
B.A., Political Economy (Concentration in Finance & Global Market Analysis)
Phyllis Huang Phyllis Huang's Morgan Stanley Smith Barney Experience April 2009 - March 2011
Job Account Manager at RadiumOne
Industry Marketing and Advertising
Experience
RadiumOne June 2015 - Present
RadiumOne June 2014 - June 2015
RadiumOne March 2014 - June 2014
VMA Media April 2012 - June 2013
LPL Financial, Sun Group Wealth Partners March 2011 - April 2012
Morgan Stanley Smith Barney April 2009 - March 2011
Skills
Digital Marketing, Digital Media, Digital Strategy, Online Advertising, Advertising, Media Strategy, Strategic Partnerships, Account Management, Microsoft Excel, Mobile Advertising, Display Advertising, Ad Networks, Analytics, CPA, CPI, Monetization
Education
University of California, Irvine
B.A., Business Economics; Minor: Political Science
RadiumOne June 2015 - Present
RadiumOne June 2014 - June 2015
RadiumOne March 2014 - June 2014
VMA Media April 2012 - June 2013
LPL Financial, Sun Group Wealth Partners March 2011 - April 2012
Morgan Stanley Smith Barney April 2009 - March 2011
Skills
Digital Marketing, Digital Media, Digital Strategy, Online Advertising, Advertising, Media Strategy, Strategic Partnerships, Account Management, Microsoft Excel, Mobile Advertising, Display Advertising, Ad Networks, Analytics, CPA, CPI, Monetization
Education
University of California, Irvine
B.A., Business Economics; Minor: Political Science
Anita Chen's Morgan Stanley Smith Barney Experience September 2010 - May 2011
Job Vendor Manager at Amazon
Industry Retail
Experience
Amazon January 2014 - Present
Deloitte September 2012 - December 2013
Morgan Stanley Smith Barney September 2010 - May 2011
Haas School of Business October 2009 - May 2011
Skills
Financial Modeling, Business Strategy, Data Analysis, Financial Analysis, Analysis, Auditing, Corporate Finance, Microsoft Excel, Valuation, Financial Reporting, Access, Budgets, Finance, Microsoft Office, Financial Accounting, Mergers & Acquisitions, US GAAP, Portfolio Management, Bloomberg, Mandarin, Strategic Financial..., Sarbanes-Oxley Act, Forecasting, Accounting, Due Diligence, Economics, PowerPoint, Strategic Planning, Project Management, Retail, E-commerce, Brand Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2011
Bachelor of Science (BS), Business Administration
Amazon January 2014 - Present
Deloitte September 2012 - December 2013
Morgan Stanley Smith Barney September 2010 - May 2011
Haas School of Business October 2009 - May 2011
Skills
Financial Modeling, Business Strategy, Data Analysis, Financial Analysis, Analysis, Auditing, Corporate Finance, Microsoft Excel, Valuation, Financial Reporting, Access, Budgets, Finance, Microsoft Office, Financial Accounting, Mergers & Acquisitions, US GAAP, Portfolio Management, Bloomberg, Mandarin, Strategic Financial..., Sarbanes-Oxley Act, Forecasting, Accounting, Due Diligence, Economics, PowerPoint, Strategic Planning, Project Management, Retail, E-commerce, Brand Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2011
Bachelor of Science (BS), Business Administration
Jesse Singh Jesse Singh's Morgan Stanley Smith Barney Experience April 2012 - June 2012
Job Associate at Fenox Venture Capital
Industry Financial Services
Experience
Fenox Venture Capital December 2014 - April 2015
Wells Fargo Advisors January 2013 - December 2014
Solid Roots, LLC June 2011 - December 2012
Morgan Stanley Smith Barney April 2012 - June 2012
Louis Vuitton July 2011 - February 2012
Skills
Bloomberg, Sales, Retail Sales Analysis, Merchandising, Customer Service, Microsoft Excel, PowerPoint, Investments, Banking, Facebook, Finance, Social Media, Teamwork, Public Speaking, Time Management, Portfolio Management, Management, Microsoft Office, Microsoft Word, Financial Analysis, CRM, Leadership, Retail
Education
University of California, Davis 2010 — 2012
Bachelor of Arts (B.A.), Economics
Fenox Venture Capital December 2014 - April 2015
Wells Fargo Advisors January 2013 - December 2014
Solid Roots, LLC June 2011 - December 2012
Morgan Stanley Smith Barney April 2012 - June 2012
Louis Vuitton July 2011 - February 2012
Skills
Bloomberg, Sales, Retail Sales Analysis, Merchandising, Customer Service, Microsoft Excel, PowerPoint, Investments, Banking, Facebook, Finance, Social Media, Teamwork, Public Speaking, Time Management, Portfolio Management, Management, Microsoft Office, Microsoft Word, Financial Analysis, CRM, Leadership, Retail
Education
University of California, Davis 2010 — 2012
Bachelor of Arts (B.A.), Economics
Ivy Li Ivy Li's Morgan Stanley Smith Barney Experience October 2009 - October 2010
Job Commodity Manager at Juniper Networks
Industry Computer Networking
Experience
Juniper Networks June 2015 - Present
Foxconn February 2014 - June 2015
ASI Corporation April 2012 - January 2014
JPMorgan Chase October 2010 - April 2012
Morgan Stanley Smith Barney October 2009 - October 2010
Morgan Stanley Smith Barney June 2009 - October 2010
Education
University of California, Davis 2008 — 2010
Bachelor, Managerial Economic
Juniper Networks June 2015 - Present
Foxconn February 2014 - June 2015
ASI Corporation April 2012 - January 2014
JPMorgan Chase October 2010 - April 2012
Morgan Stanley Smith Barney October 2009 - October 2010
Morgan Stanley Smith Barney June 2009 - October 2010
Education
University of California, Davis 2008 — 2010
Bachelor, Managerial Economic
Edward Choe Edward Choe's Morgan Stanley Smith Barney Experience March 2010 - June 2011
Job Director, Regional Sales Manager at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch June 2015 - Present
Merrill Lynch May 2013 - June 2015
Merrill Lynch August 2011 - July 2013
Morgan Stanley Smith Barney March 2010 - June 2011
Enterprise Holdings Inc. August 2003 - March 2010
BC Info Design March 2005 - July 2009
Kelson Rood Stoll & Winkler CPA LLC February 2002 - June 2003
Skills
Estate Planning, Portfolio Management, Wealth Management, Retirement Planning, Series 7, Strategic Financial..., Investment Management, Investments, Asset Management, Management, Financial Analysis, Relationship Management, Training, Credit Analysis, Economics, Credit, Sales Management, Business Valuation, Business Process..., Board of Directors, Risk Analytics, Analysis, Leadership, Mutual Funds, Financial Advisory, Asset Allocation, Alternative Investments, Investment Strategies, Securities, Uniform Combined State..., Equities, Financial Modeling, Financial Services, Risk Management, Finance, Financial Planning
Education
University of California, Los Angeles
Bachelor of Arts, Economics
University of California, Davis
Applied Mathematics & Music
Merrill Lynch June 2015 - Present
Merrill Lynch May 2013 - June 2015
Merrill Lynch August 2011 - July 2013
Morgan Stanley Smith Barney March 2010 - June 2011
Enterprise Holdings Inc. August 2003 - March 2010
BC Info Design March 2005 - July 2009
Kelson Rood Stoll & Winkler CPA LLC February 2002 - June 2003
Skills
Estate Planning, Portfolio Management, Wealth Management, Retirement Planning, Series 7, Strategic Financial..., Investment Management, Investments, Asset Management, Management, Financial Analysis, Relationship Management, Training, Credit Analysis, Economics, Credit, Sales Management, Business Valuation, Business Process..., Board of Directors, Risk Analytics, Analysis, Leadership, Mutual Funds, Financial Advisory, Asset Allocation, Alternative Investments, Investment Strategies, Securities, Uniform Combined State..., Equities, Financial Modeling, Financial Services, Risk Management, Finance, Financial Planning
Education
University of California, Los Angeles
Bachelor of Arts, Economics
University of California, Davis
Applied Mathematics & Music
Allen Hom's Morgan Stanley Smith Barney Experience April 2009 - December 2009
Job Connecting Talent with Opportunity
Industry Internet
Experience
LinkedIn October 2014 - Present
LinkedIn September 2010 - October 2014
Morgan Stanley Smith Barney April 2009 - December 2009
Pacific Gas & Electric June 2009 - September 2009
Skills
LinkedIn, University Relations, College Recruiting, Social Media, Social Networking, Online Marketing, Full-cycle Recruiting, Marketing Strategy, Technical Recruiting, Facebook Fan Page..., Twitter, Team Building, Social Media Blogging, Building Relationships, SEO, SDLC, Marketing, Facebook, Leadership, Recruiting, Walking Tours, Social Media Marketing, Strategy, Online Advertising, CRM, Market Research, Salesforce.com, Google Adwords, Management, Training, Lead Generation, Analytics, Google Analytics, Employer Branding, Talent Acquisition, Applicant Tracking..., Awesomeness
Education
University of California, Irvine 2006 — 2010
Bachelor's Degree, Business Economics
Lowell High School 2002 — 2006
LinkedIn October 2014 - Present
LinkedIn September 2010 - October 2014
Morgan Stanley Smith Barney April 2009 - December 2009
Pacific Gas & Electric June 2009 - September 2009
Skills
LinkedIn, University Relations, College Recruiting, Social Media, Social Networking, Online Marketing, Full-cycle Recruiting, Marketing Strategy, Technical Recruiting, Facebook Fan Page..., Twitter, Team Building, Social Media Blogging, Building Relationships, SEO, SDLC, Marketing, Facebook, Leadership, Recruiting, Walking Tours, Social Media Marketing, Strategy, Online Advertising, CRM, Market Research, Salesforce.com, Google Adwords, Management, Training, Lead Generation, Analytics, Google Analytics, Employer Branding, Talent Acquisition, Applicant Tracking..., Awesomeness
Education
University of California, Irvine 2006 — 2010
Bachelor's Degree, Business Economics
Lowell High School 2002 — 2006
David Carr's Morgan Stanley Smith Barney Experience June 2010 - September 2010
Job Sales Operations & Strategy Associate at LinkedIn
Industry Information Technology and Services
Experience
LinkedIn May 2015 - Present
Cisco September 2013 - May 2015
Cisco Systems January 2013 - August 2013
SuccessFactors August 2012 - December 2012
Franklin Templeton Investments June 2011 - September 2011
Morgan Stanley Smith Barney June 2010 - September 2010
Mixed Bag Designs Inc. June 2009 - September 2009
Skills
Business Intelligence, Business Analysis, Tableau, Microsoft Excel, Data Analysis, Entrepreneurship, CRM, Business Strategy, Strategic Planning, Business Objects, OBIEE, Databases, SharePoint, Wealth Management, Corporate Communications, Channel Partners, Salesforce.com
Education
University of California, Davis 2008 — 2012
Bachelor of Arts, Economics
Sacred Heart Prep High School 2004 — 2008
High School Diploma
LinkedIn May 2015 - Present
Cisco September 2013 - May 2015
Cisco Systems January 2013 - August 2013
SuccessFactors August 2012 - December 2012
Franklin Templeton Investments June 2011 - September 2011
Morgan Stanley Smith Barney June 2010 - September 2010
Mixed Bag Designs Inc. June 2009 - September 2009
Skills
Business Intelligence, Business Analysis, Tableau, Microsoft Excel, Data Analysis, Entrepreneurship, CRM, Business Strategy, Strategic Planning, Business Objects, OBIEE, Databases, SharePoint, Wealth Management, Corporate Communications, Channel Partners, Salesforce.com
Education
University of California, Davis 2008 — 2012
Bachelor of Arts, Economics
Sacred Heart Prep High School 2004 — 2008
High School Diploma
Raymond Huang Raymond Huang's Morgan Stanley Smith Barney Experience September 2011 - November 2011
Job Operations Expert
Industry Internet
Experience
Neon Owl March 2015 - Present
Postmates December 2014 - Present
Lyft April 2014 - Present
Lyft November 2013 - Present
Altimetrik May 2013 - December 2013
College Works Painting March 2012 - September 2012
Morgan Stanley Smith Barney September 2011 - November 2011
College Works Painting February 2010 - September 2010
Skills
Management, Project Management, Marketing, Direct Marketing, Time Management, Cold Calling, Customer Satisfaction, Customer Relations, Problem Solving, Analysis, Customer Service, Financial Analysis, Teamwork, Microsoft Excel, Team Leadership, Budgeting, Delegation, Financial Planning, Sales, Microsoft Office, WordPress, WordPress Design, Social Media, Start-ups
Education
University of California, Davis 2008 — 2012
Bachelor of Arts (B.A.), Economics
John. F. Kennedy High School 2005 — 2008
Neon Owl March 2015 - Present
Postmates December 2014 - Present
Lyft April 2014 - Present
Lyft November 2013 - Present
Altimetrik May 2013 - December 2013
College Works Painting March 2012 - September 2012
Morgan Stanley Smith Barney September 2011 - November 2011
College Works Painting February 2010 - September 2010
Skills
Management, Project Management, Marketing, Direct Marketing, Time Management, Cold Calling, Customer Satisfaction, Customer Relations, Problem Solving, Analysis, Customer Service, Financial Analysis, Teamwork, Microsoft Excel, Team Leadership, Budgeting, Delegation, Financial Planning, Sales, Microsoft Office, WordPress, WordPress Design, Social Media, Start-ups
Education
University of California, Davis 2008 — 2012
Bachelor of Arts (B.A.), Economics
John. F. Kennedy High School 2005 — 2008
Shivani Softa Shivani Softa's Morgan Stanley Smith Barney Experience April 2008 - September 2009
Job Production Finance at Walt Disney Animation Studios
Industry Investment Banking
Experience
Walt Disney Animation Studios July 2014 - Present
Deloitte September 2012 - June 2014
Houlihan Lokey May 2011 - August 2011
Greenhill & Co. January 2011 - April 2011
Morgan Stanley Smith Barney April 2008 - September 2009
Skills
Financial Analysis, Mergers & Acquisitions, Valuation, Investment Banking, Economics, Corporate Finance, Capital IQ, Strategy, Portfolio Management, Finance, Analysis, Private Equity, Market Research, Due Diligence, Financial Modeling, Microsoft Excel, Investments
Education
University of Southern California 2010 — 2012
MA, Economics & Finance
University of California, Irvine 2006 — 2010
BA, Economics
Walt Disney Animation Studios July 2014 - Present
Deloitte September 2012 - June 2014
Houlihan Lokey May 2011 - August 2011
Greenhill & Co. January 2011 - April 2011
Morgan Stanley Smith Barney April 2008 - September 2009
Skills
Financial Analysis, Mergers & Acquisitions, Valuation, Investment Banking, Economics, Corporate Finance, Capital IQ, Strategy, Portfolio Management, Finance, Analysis, Private Equity, Market Research, Due Diligence, Financial Modeling, Microsoft Excel, Investments
Education
University of Southern California 2010 — 2012
MA, Economics & Finance
University of California, Irvine 2006 — 2010
BA, Economics
Briant Phan's Morgan Stanley Smith Barney Experience January 2010 - June 2010
Job Senior Enterprise Applications Sales Rep at Oracle
Industry Computer Software
Experience
Oracle March 2013 - Present
Liberty Mutual Insurance September 2011 - March 2013
Dishcrawl May 2011 - October 2011
Liberty Mutual Insurance June 2010 - September 2011
Morgan Stanley Smith Barney January 2010 - June 2010
Coldwell Banker Residential Brokerage May 2009 - September 2009
Skills
Sales, Public Speaking, Business Development, SaaS, Enterprise Software, Business Intelligence, Consultative Selling, Cloud Computing, Big Data, Talent Management, PeopleSoft, Taleo, Oracle Fusion..., Human Resources, Personnel Management
Education
University of California, Davis 2007 — 2011
Bachelor of Science, Managerial Economics
George Washington High School 2003 — 2007
Oracle March 2013 - Present
Liberty Mutual Insurance September 2011 - March 2013
Dishcrawl May 2011 - October 2011
Liberty Mutual Insurance June 2010 - September 2011
Morgan Stanley Smith Barney January 2010 - June 2010
Coldwell Banker Residential Brokerage May 2009 - September 2009
Skills
Sales, Public Speaking, Business Development, SaaS, Enterprise Software, Business Intelligence, Consultative Selling, Cloud Computing, Big Data, Talent Management, PeopleSoft, Taleo, Oracle Fusion..., Human Resources, Personnel Management
Education
University of California, Davis 2007 — 2011
Bachelor of Science, Managerial Economics
George Washington High School 2003 — 2007
Juan Ernesto Morgan's Morgan Stanley Smith Barney Experience 2011 - 2012
Job Marketing Strategist | Passionate Relationship Builder | Bilingual MBA Candidate
Industry Marketing and Advertising
Experience
Abbott 2015 - Present
PNC 2013 - 2014
Fifth Third Bank 2012 - 2013
Morgan Stanley Smith Barney 2011 - 2012
WebMarketing 123 2010 - 2010
Wells Fargo 2008 - 2010
Wells Fargo 2007 - 2008
Wells Fargo 2006 - 2006
Wells Fargo 2005 - 2005
Wells Fargo 2004 - 2004
Skills
Leadership, Consulting, Business Development, Fundraising, Spanish, Social Networking, Bilingual, Connecting People, Marketing, Finance, Project Management, Leadership Development, Public Speaking, Market Research, Program Management, Sales, Nonprofits, Training, Entrepreneurship, Process Improvement, Analysis, Advisement, Recruiting, Team Building
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Marketing
University of California, Berkeley
Bachelor's Degree, Political Economy
Abbott 2015 - Present
PNC 2013 - 2014
Fifth Third Bank 2012 - 2013
Morgan Stanley Smith Barney 2011 - 2012
WebMarketing 123 2010 - 2010
Wells Fargo 2008 - 2010
Wells Fargo 2007 - 2008
Wells Fargo 2006 - 2006
Wells Fargo 2005 - 2005
Wells Fargo 2004 - 2004
Skills
Leadership, Consulting, Business Development, Fundraising, Spanish, Social Networking, Bilingual, Connecting People, Marketing, Finance, Project Management, Leadership Development, Public Speaking, Market Research, Program Management, Sales, Nonprofits, Training, Entrepreneurship, Process Improvement, Analysis, Advisement, Recruiting, Team Building
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Marketing
University of California, Berkeley
Bachelor's Degree, Political Economy
Ian Chang's Morgan Stanley Smith Barney Experience January 2011 - August 2011
Job Digital Marketing Specialist at Merkle
Industry Marketing and Advertising
Experience
Merkle October 2014 - Present
Merkle 5th Finger January 2013 - September 2014
Locaid Technologies August 2012 - December 2012
Benetech, Inc. August 2011 - August 2012
UC Davis Freeborn Hall March 2008 - September 2011
Morgan Stanley Smith Barney January 2011 - August 2011
Merrill Lynch June 2010 - September 2010
Skills
Social Media, Facebook, Marketing, PowerPoint, Social Networking, Email Marketing, Microsoft Office, Advertising, Event Planning, Social Media Marketing, Twitter, Microsoft Excel, Project Management, Microsoft Word, Google Analytics, Cantonese, Blogging, English, Digital Marketing, SEO, Chinese, InDesign, GIMP, Dreamweaver, Mandarin, Time Management, Public Relations, Google Docs, Spanish, Newsletters, SEM, Event Marketing, Photoshop, Illustrator, Linkedin Marketing, Display Advertising, Paid Search Campaigns, Google Adwords
Education
University of California, Davis 2007 — 2011
Bachelor of Arts, International Relations - World Trade and Development, Chinese
Jesuit High School 2005 — 2007
Shanghai American School 1995 — 2005
Merkle October 2014 - Present
Merkle 5th Finger January 2013 - September 2014
Locaid Technologies August 2012 - December 2012
Benetech, Inc. August 2011 - August 2012
UC Davis Freeborn Hall March 2008 - September 2011
Morgan Stanley Smith Barney January 2011 - August 2011
Merrill Lynch June 2010 - September 2010
Skills
Social Media, Facebook, Marketing, PowerPoint, Social Networking, Email Marketing, Microsoft Office, Advertising, Event Planning, Social Media Marketing, Twitter, Microsoft Excel, Project Management, Microsoft Word, Google Analytics, Cantonese, Blogging, English, Digital Marketing, SEO, Chinese, InDesign, GIMP, Dreamweaver, Mandarin, Time Management, Public Relations, Google Docs, Spanish, Newsletters, SEM, Event Marketing, Photoshop, Illustrator, Linkedin Marketing, Display Advertising, Paid Search Campaigns, Google Adwords
Education
University of California, Davis 2007 — 2011
Bachelor of Arts, International Relations - World Trade and Development, Chinese
Jesuit High School 2005 — 2007
Shanghai American School 1995 — 2005
Courtney Chan Courtney Chan's Morgan Stanley Smith Barney Experience May 2010 - August 2010
Job Community Associate Manager
Industry Online Media
Experience
Poshmark January 2013 - Present
STYLE/STALK June 2012 - December 2012
Sparxo Inc. April 2011 - July 2012
UC Berkeley August 2011 - May 2012
UC Berkeley January 2011 - May 2012
Morgan Stanley Smith Barney May 2010 - August 2010
Skills
Marketing, Event Planning, Social Media, Fundraising, Research, Photoshop, Illustrator, PowerPoint, Photography, Cantonese, French (intermediate), Social Media Blogging, Graphic Design, Start-ups, Interviews, Social Media Marketing, Transcription, Community Outreach, Community Development, Community Support, Product Development, Fashion tech, Consumer Product Testing, In-depth Interviewing, Blog Curation & Content..., Customer Service, Product Management, Project Management, Social Networking, Blogging, Microsoft Office
Education
University of California, Berkeley 2008 — 2012
Bachelor of Arts (B.A.), Sociology
St. Ignatius College Preparatory
Poshmark January 2013 - Present
STYLE/STALK June 2012 - December 2012
Sparxo Inc. April 2011 - July 2012
UC Berkeley August 2011 - May 2012
UC Berkeley January 2011 - May 2012
Morgan Stanley Smith Barney May 2010 - August 2010
Skills
Marketing, Event Planning, Social Media, Fundraising, Research, Photoshop, Illustrator, PowerPoint, Photography, Cantonese, French (intermediate), Social Media Blogging, Graphic Design, Start-ups, Interviews, Social Media Marketing, Transcription, Community Outreach, Community Development, Community Support, Product Development, Fashion tech, Consumer Product Testing, In-depth Interviewing, Blog Curation & Content..., Customer Service, Product Management, Project Management, Social Networking, Blogging, Microsoft Office
Education
University of California, Berkeley 2008 — 2012
Bachelor of Arts (B.A.), Sociology
St. Ignatius College Preparatory
Brian Yen Brian Yen's Morgan Stanley Smith Barney Experience December 2008 - June 2009
Job Sales and Order Admin at LinkedIn
Industry Internet
Experience
LinkedIn August 2011 - Present
Marvell Semiconductor October 2010 - August 2011
Fleischman Holmes Bozanic and Vuong, LLP May 2009 - October 2010
BizMerge December 2008 - June 2009
Morgan Stanley Smith Barney December 2008 - June 2009
Skills
Salesforce.com, Data Analysis, Social Media, Talent Acquisition, Payroll, Business Objects, Oracle E-Business Suite, Analytics, Sales Operations, Analysis, Competitive Analysis
Education
University of California, Irvine 2005 — 2009
Psychology, Cognitive Sciences
Lynbrook High school 2000 — 2005
HS Diploma
LinkedIn August 2011 - Present
Marvell Semiconductor October 2010 - August 2011
Fleischman Holmes Bozanic and Vuong, LLP May 2009 - October 2010
BizMerge December 2008 - June 2009
Morgan Stanley Smith Barney December 2008 - June 2009
Skills
Salesforce.com, Data Analysis, Social Media, Talent Acquisition, Payroll, Business Objects, Oracle E-Business Suite, Analytics, Sales Operations, Analysis, Competitive Analysis
Education
University of California, Irvine 2005 — 2009
Psychology, Cognitive Sciences
Lynbrook High school 2000 — 2005
HS Diploma
Justin Lee Justin Lee's Morgan Stanley Smith Barney Experience September 2007 - August 2010
Job Finance at Quantcast
Industry Financial Services
Experience
Quantcast September 2014 - Present
Merrill Lynch July 2013 - August 2014
Code Advisors June 2012 - August 2012
Munch On Me November 2010 - March 2012
Morgan Stanley Smith Barney September 2007 - August 2010
Skills
Business Development, Microsoft Excel, Social Media, PowerPoint, Investment Banking, Microsoft Office, Data Analysis, Financial Modeling, Finance, Financial Analysis, Corporate Finance
Education
Haas School of Business, UC Berkeley 2009 — 2013
Bachelor of Science (B.S.), Business Administration, Junior
University of California, Berkeley 2009 — 2013
Quantcast September 2014 - Present
Merrill Lynch July 2013 - August 2014
Code Advisors June 2012 - August 2012
Munch On Me November 2010 - March 2012
Morgan Stanley Smith Barney September 2007 - August 2010
Skills
Business Development, Microsoft Excel, Social Media, PowerPoint, Investment Banking, Microsoft Office, Data Analysis, Financial Modeling, Finance, Financial Analysis, Corporate Finance
Education
Haas School of Business, UC Berkeley 2009 — 2013
Bachelor of Science (B.S.), Business Administration, Junior
University of California, Berkeley 2009 — 2013
Shailin Dhar's Morgan Stanley Smith Barney Experience January 2011 - March 2011
Job Chief Strategy Officer at Adsiduous Media
Industry Marketing and Advertising
Experience
Adsiduous Media April 2015 - Present
Darcher Media June 2013 - July 2014
BOL Marketing November 2012 - June 2013
Petnary October 2012 - June 2013
ZocDoc May 2012 - October 2012
MediaMorph April 2012 - May 2012
Morgan Stanley Smith Barney January 2011 - March 2011
Farmer's Insurance January 2010 - December 2010
UC Davis University Relations May 2009 - April 2010
Law Offices of Stephen V. Wickersham September 2006 - December 2009
Skills
Accounting, Economics, Analysis, Fundraising, Microsoft Excel, PowerPoint, Affiliate Management, Business Strategy, Social Media, Social Media Marketing, Financial Modeling, Event Management, Marketing, Entrepreneurship
Education
University of California, Davis 2007 — 2011
Economics
Foothill High School
Pleasanton Middle School
Pleasanton Middle School
Adsiduous Media April 2015 - Present
Darcher Media June 2013 - July 2014
BOL Marketing November 2012 - June 2013
Petnary October 2012 - June 2013
ZocDoc May 2012 - October 2012
MediaMorph April 2012 - May 2012
Morgan Stanley Smith Barney January 2011 - March 2011
Farmer's Insurance January 2010 - December 2010
UC Davis University Relations May 2009 - April 2010
Law Offices of Stephen V. Wickersham September 2006 - December 2009
Skills
Accounting, Economics, Analysis, Fundraising, Microsoft Excel, PowerPoint, Affiliate Management, Business Strategy, Social Media, Social Media Marketing, Financial Modeling, Event Management, Marketing, Entrepreneurship
Education
University of California, Davis 2007 — 2011
Economics
Foothill High School
Pleasanton Middle School
Pleasanton Middle School
John Picetti's Morgan Stanley Smith Barney Experience January 2011 - June 2011
Job Recruiter at Facebook
Industry Staffing and Recruiting
Experience
Facebook September 2014 - Present
TEKsystems December 2012 - August 2014
TEKsystems August 2011 - December 2012
Morgan Stanley Smith Barney January 2011 - June 2011
Skills
Technical Recruiting, Applicant Tracking..., Talent Acquisition, Staffing Services, Internet Recruiting, Benefits Negotiation, Sourcing, Contract Recruitment, Recruiting, Screening, College Recruiting, Vendor Management, Cold Calling, Temporary Placement, Onboarding, PeopleSoft, Information Technology, Visio, Networking, Staff Augmentation
Education
University of California, Davis 2009 — 2011
B.A., Economics
Facebook September 2014 - Present
TEKsystems December 2012 - August 2014
TEKsystems August 2011 - December 2012
Morgan Stanley Smith Barney January 2011 - June 2011
Skills
Technical Recruiting, Applicant Tracking..., Talent Acquisition, Staffing Services, Internet Recruiting, Benefits Negotiation, Sourcing, Contract Recruitment, Recruiting, Screening, College Recruiting, Vendor Management, Cold Calling, Temporary Placement, Onboarding, PeopleSoft, Information Technology, Visio, Networking, Staff Augmentation
Education
University of California, Davis 2009 — 2011
B.A., Economics
Eric Restrepo's Morgan Stanley Smith Barney Experience October 2011 - June 2012
Job Marketing and Insurance Expert
Industry Insurance
Experience
South Bay Health & Insurance Services (SBHIS) September 2014 - Present
Restrepo Digital Marketing January 2013 - Present
Unified Health October 2012 - September 2014
Tutti Frutti Frozen Yogurt October 2010 - October 2013
Morgan Stanley Smith Barney October 2011 - June 2012
Hensel Phelps Construction Co. September 2008 - September 2010
Petersen Dean Inc. September 2006 - September 2008
Skills
Analysis, Financial Analysis, Economics, Marketing Strategy, Payroll, Contract Negotiation, Strategic Planning, Negotiation, Budget, Project Management, New Business Development, Microsoft Excel, Project Planning, Customer Service, Team Building, Team Leadership, Microsoft Office, Microsoft Word, Sales, PowerPoint, Construction, Process Scheduler, Sales Management, Marketing, Training, Management, Insurance, Finance, Business Development, Budgets, Leadership, Public Speaking, Social Media, Research, Employee Benefits, Social Networking, Social Media Marketing
Education
University of California, Davis 2001 — 2006
BA, Economics
South Bay Health & Insurance Services (SBHIS) September 2014 - Present
Restrepo Digital Marketing January 2013 - Present
Unified Health October 2012 - September 2014
Tutti Frutti Frozen Yogurt October 2010 - October 2013
Morgan Stanley Smith Barney October 2011 - June 2012
Hensel Phelps Construction Co. September 2008 - September 2010
Petersen Dean Inc. September 2006 - September 2008
Skills
Analysis, Financial Analysis, Economics, Marketing Strategy, Payroll, Contract Negotiation, Strategic Planning, Negotiation, Budget, Project Management, New Business Development, Microsoft Excel, Project Planning, Customer Service, Team Building, Team Leadership, Microsoft Office, Microsoft Word, Sales, PowerPoint, Construction, Process Scheduler, Sales Management, Marketing, Training, Management, Insurance, Finance, Business Development, Budgets, Leadership, Public Speaking, Social Media, Research, Employee Benefits, Social Networking, Social Media Marketing
Education
University of California, Davis 2001 — 2006
BA, Economics
Brianna Frisch Brianna Frisch's Morgan Stanley Smith Barney Experience January 2012 - March 2012
Job Senior Analyst, Global Customer Operations at Sony Pictures Entertainment
Industry Entertainment
Experience
Sony Pictures Entertainment February 2015 - Present
Sony Pictures Entertainment July 2013 - February 2015
UC Davis June 2011 - June 2013
Kappa Kappa Gamma January 2012 - January 2013
Paramount Pictures June 2012 - August 2012
Morgan Stanley Smith Barney January 2012 - March 2012
Grub With Us June 2011 - August 2011
Skills
Internet Research, Event Planning, Editing, Budgeting, Customer Service, Hospitality, Microsoft Office, Organizing, Quickbooks, Teamwork, Delegation, Public Speaking, QuickBooks, Budgets, Online Research, Project Management, Organization, Time Management, Microsoft Excel, Leadership, Marketing, PowerPoint
Education
University of California, Davis 2009 — 2013
Bachelor of Science, Managerial Economics
Oak Park High School 2005 — 2009
Diploma
Sony Pictures Entertainment February 2015 - Present
Sony Pictures Entertainment July 2013 - February 2015
UC Davis June 2011 - June 2013
Kappa Kappa Gamma January 2012 - January 2013
Paramount Pictures June 2012 - August 2012
Morgan Stanley Smith Barney January 2012 - March 2012
Grub With Us June 2011 - August 2011
Skills
Internet Research, Event Planning, Editing, Budgeting, Customer Service, Hospitality, Microsoft Office, Organizing, Quickbooks, Teamwork, Delegation, Public Speaking, QuickBooks, Budgets, Online Research, Project Management, Organization, Time Management, Microsoft Excel, Leadership, Marketing, PowerPoint
Education
University of California, Davis 2009 — 2013
Bachelor of Science, Managerial Economics
Oak Park High School 2005 — 2009
Diploma
Christopher Tung Christopher Tung's Morgan Stanley Smith Barney Experience October 2010 - February 2011
Job Application Support Analyst at Mellon Capital Management
Industry Financial Services
Experience
Mellon Capital Management July 2013 - Present
Mellon Capital Management June 2011 - July 2013
Morgan Stanley Smith Barney October 2010 - February 2011
Center for Urban Education about Sustainable Agriculture July 2006 - September 2006
Fidelity National Title August 2005 - September 2006
Skills
Outlook, Software Documentation, Bloomberg, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Data Analysis, Customer Service, Leadership, Social Media, Public Speaking, Social Networking, Analysis, Training, Team Leadership, Portia, SQL, Event Planning, Database Administration, Business Analysis
Education
University of California, Davis 2006 — 2010
BA, International Relations, emphasis on World Trade and Development
Mellon Capital Management July 2013 - Present
Mellon Capital Management June 2011 - July 2013
Morgan Stanley Smith Barney October 2010 - February 2011
Center for Urban Education about Sustainable Agriculture July 2006 - September 2006
Fidelity National Title August 2005 - September 2006
Skills
Outlook, Software Documentation, Bloomberg, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Data Analysis, Customer Service, Leadership, Social Media, Public Speaking, Social Networking, Analysis, Training, Team Leadership, Portia, SQL, Event Planning, Database Administration, Business Analysis
Education
University of California, Davis 2006 — 2010
BA, International Relations, emphasis on World Trade and Development
Ann Nguyen's Morgan Stanley Smith Barney Experience April 2011 - May 2011
Job Jr. Project Manager eBay Deals at eBay Inc
Industry Internet
Experience
eBay Inc May 2015 - Present
Delivery Agent September 2013 - May 2015
TrialPay August 2012 - May 2013
UC Davis IET Computer Lab Management January 2011 - August 2012
The Centaur Group October 2011 - December 2011
Enterprise Rent-A-Car June 2011 - September 2011
Morgan Stanley Smith Barney April 2011 - May 2011
JP Morgan Chase June 2009 - September 2009
Formal Headquarters May 2008 - September 2008
Skills
Microsoft Office, Business Development, Business Strategy, Customer Service, Account Management, Data Analysis, Cross-team Collaboration, Product Optimization, E-commerce, Merchandising, Website Merchandising
Education
University of California, Davis 2008 — 2012
Bachelor of Arts, Economics, Communication
Mt. Pleasant High School 2004 — 2008
eBay Inc May 2015 - Present
Delivery Agent September 2013 - May 2015
TrialPay August 2012 - May 2013
UC Davis IET Computer Lab Management January 2011 - August 2012
The Centaur Group October 2011 - December 2011
Enterprise Rent-A-Car June 2011 - September 2011
Morgan Stanley Smith Barney April 2011 - May 2011
JP Morgan Chase June 2009 - September 2009
Formal Headquarters May 2008 - September 2008
Skills
Microsoft Office, Business Development, Business Strategy, Customer Service, Account Management, Data Analysis, Cross-team Collaboration, Product Optimization, E-commerce, Merchandising, Website Merchandising
Education
University of California, Davis 2008 — 2012
Bachelor of Arts, Economics, Communication
Mt. Pleasant High School 2004 — 2008
Heinte Lesso Heinte Lesso's Morgan Stanley Smith Barney Experience 2009 - 2010
Job Manager, Finance (BPA) at Novartis Vaccines & Diagnostics
Industry Medical Devices
Experience
Novartis Vaccines & Diagnostics 2013 - Present
Novartis Vaccines and Diagnostics 2011 - Present
Morgan Stanley Smith Barney 2009 - 2010
CB Capital Partners 2009 - 2009
Gen Probe 2008 - 2008
Renovis 2005 - 2007
Neurion Pharmaceuticals, Inc. 2003 - 2005
Skills
Financial Modeling, Business Development, Financial Analysis, Due Diligence, Competitive Analysis, Business Strategy, Corporate Finance, Valuation, Finance, Forecasting, Cross-functional Team..., Investments, Mergers & Acquisitions, Strategy, Market Research, Data Analysis, Portfolio Management, Venture Capital, Private Equity, Analytics, Entrepreneurship, Strategic Financial..., Corporate Development, Market Analysis, Financial Planning
Education
University of Southern California - Marshall School of Business 2007 — 2009
MBA
University of California, Davis
BS
Novartis Vaccines & Diagnostics 2013 - Present
Novartis Vaccines and Diagnostics 2011 - Present
Morgan Stanley Smith Barney 2009 - 2010
CB Capital Partners 2009 - 2009
Gen Probe 2008 - 2008
Renovis 2005 - 2007
Neurion Pharmaceuticals, Inc. 2003 - 2005
Skills
Financial Modeling, Business Development, Financial Analysis, Due Diligence, Competitive Analysis, Business Strategy, Corporate Finance, Valuation, Finance, Forecasting, Cross-functional Team..., Investments, Mergers & Acquisitions, Strategy, Market Research, Data Analysis, Portfolio Management, Venture Capital, Private Equity, Analytics, Entrepreneurship, Strategic Financial..., Corporate Development, Market Analysis, Financial Planning
Education
University of Southern California - Marshall School of Business 2007 — 2009
MBA
University of California, Davis
BS
Timothy Jou Timothy Jou's Morgan Stanley Smith Barney Experience January 2007 - April 2007
Job Senior Product Manager at Incipio Technologies
Industry Accounting
Experience
Incipio Technologies October 2013 - Present
Incipio Technologies October 2011 - October 2013
Incipio Technologies November 2009 - October 2011
Tower Energy Group October 2008 - October 2009
Broadcom 2007 - October 2008
Oppenheimer & Co. April 2007 - August 2007
Morgan Stanley Smith Barney January 2007 - April 2007
Skills
Product Management, Purchasing, Inventory Planning, Pricing Analysis, Pricing, Financial Modeling, Financial Analysis, Product Marketing, Product Development, Sales, Management, Business Development, Budgets, Business Process...
Education
University of California, Irvine 2004 — 2008
B.A., Business Economics
University of California, Irvine - The Paul Merage School of Business 2004 — 2008
Accounting
Incipio Technologies October 2013 - Present
Incipio Technologies October 2011 - October 2013
Incipio Technologies November 2009 - October 2011
Tower Energy Group October 2008 - October 2009
Broadcom 2007 - October 2008
Oppenheimer & Co. April 2007 - August 2007
Morgan Stanley Smith Barney January 2007 - April 2007
Skills
Product Management, Purchasing, Inventory Planning, Pricing Analysis, Pricing, Financial Modeling, Financial Analysis, Product Marketing, Product Development, Sales, Management, Business Development, Budgets, Business Process...
Education
University of California, Irvine 2004 — 2008
B.A., Business Economics
University of California, Irvine - The Paul Merage School of Business 2004 — 2008
Accounting
Ivin Arquiza Ivin Arquiza's Morgan Stanley Smith Barney Experience September 2008 - May 2010
Job Registered Client Service Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2010 - Present
Morgan Stanley Smith Barney September 2008 - May 2010
Skills
Series 7, Series 66, Series 31, Series 9, Series 10, FINRA, Insurance
Education
University of California, Berkeley 2002 — 2007
Bachelor of Arts
Morgan Stanley Wealth Management May 2010 - Present
Morgan Stanley Smith Barney September 2008 - May 2010
Skills
Series 7, Series 66, Series 31, Series 9, Series 10, FINRA, Insurance
Education
University of California, Berkeley 2002 — 2007
Bachelor of Arts
Delenie Wong's Morgan Stanley Smith Barney Experience September 2008 - January 2009
Job Johns Hopkins University, Registered Nurse
Industry Hospital & Health Care
Experience
Kaiser Permanente March 2011 - June 2012
Wells Fargo April 2010 - August 2010
Wells Fargo May 2009 - August 2009
Morgan Stanley Smith Barney September 2008 - January 2009
Gilead Sciences May 2008 - August 2008
AMB Property Corporation May 2007 - August 2007
Skills
PowerPoint, Data Analysis, Financial Analysis, Microsoft Excel, Financial Modeling, Analysis, Research, Statistics, Economics, Corporate Finance, Access
Education
The Johns Hopkins University 2013 — 2015
MSN, Nursing
University of California, Berkeley 2006 — 2010
BA, Economics, Spanish
Kaiser Permanente March 2011 - June 2012
Wells Fargo April 2010 - August 2010
Wells Fargo May 2009 - August 2009
Morgan Stanley Smith Barney September 2008 - January 2009
Gilead Sciences May 2008 - August 2008
AMB Property Corporation May 2007 - August 2007
Skills
PowerPoint, Data Analysis, Financial Analysis, Microsoft Excel, Financial Modeling, Analysis, Research, Statistics, Economics, Corporate Finance, Access
Education
The Johns Hopkins University 2013 — 2015
MSN, Nursing
University of California, Berkeley 2006 — 2010
BA, Economics, Spanish
Jason Sgrignoli, MBA, CFP® Jason Sgrignoli, MBA, CFP®'s Morgan Stanley Smith Barney Experience July 2005 - April 2010
Job Branch Manager Raymond James Financial Services, Inc
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC April 2010 - Present
Upland Police Foundation 2007 - Present
Morgan Stanley Smith Barney July 2005 - April 2010
American Funds July 2001 - July 2004
University of Phoenix June 1997 - August 2000
Skills
Strategic Financial..., Mutual Funds, Retirement Planning, Investments, Asset Allocation, Financial Advisory, Estate Planning, Portfolio Management, Investment Strategies, Retirement, Banking, Insurance, Wealth, Series 63
Education
Certified Financial Planner Board of Standards, Inc 2009 — 2009
CFP® Designatgion, Financial Planning
University of California, Irvine 2009 — 2009
Certified Financial Planner Board of Standards Coursework
Kaplan University CFP Course 2006 — 2008
CFP Prep, Financial Planning
University of La Verne 2003 — 2006
MBA, Marketing, Management, Leadership
University of Phoenix 1999 — 2002
BSBM, Management
University of Nevada-Las Vegas - College of Business 1994 — 1996
Upland High School 1990 — 1994
HS Diploma, College Prep/ General Studies-
Raymond James Financial Services, Inc. Member FINRA/SIPC April 2010 - Present
Upland Police Foundation 2007 - Present
Morgan Stanley Smith Barney July 2005 - April 2010
American Funds July 2001 - July 2004
University of Phoenix June 1997 - August 2000
Skills
Strategic Financial..., Mutual Funds, Retirement Planning, Investments, Asset Allocation, Financial Advisory, Estate Planning, Portfolio Management, Investment Strategies, Retirement, Banking, Insurance, Wealth, Series 63
Education
Certified Financial Planner Board of Standards, Inc 2009 — 2009
CFP® Designatgion, Financial Planning
University of California, Irvine 2009 — 2009
Certified Financial Planner Board of Standards Coursework
Kaplan University CFP Course 2006 — 2008
CFP Prep, Financial Planning
University of La Verne 2003 — 2006
MBA, Marketing, Management, Leadership
University of Phoenix 1999 — 2002
BSBM, Management
University of Nevada-Las Vegas - College of Business 1994 — 1996
Upland High School 1990 — 1994
HS Diploma, College Prep/ General Studies-
Nickon Rajabi's Morgan Stanley Smith Barney Experience May 2008 - October 2008
Job Senior Global Vendor Manager at GoPro
Industry Consumer Electronics
Experience
GoPro January 2015 - Present
GoPro 2013 - 2014
GoPro 2012 - 2013
GoPro 2011 - 2012
Total Customer Connect - TCC January 2008 - December 2011
Morgan Stanley Smith Barney May 2008 - October 2008
Skills
Social Media, Microsoft Office, Customer Service, Salesforce.com, Microsoft Excel, PowerPoint, Marketing, OS X, Microsoft Word, Windows, Social Networking, Social Media Marketing, Data Analysis, Facebook, Vendor Management, Word, Excel, NetSuite, Vendor Relationship..., BPO, Business Process..., Call Center Development, Call Center Architecture, Negotiation, Contract Negotiation, Management
Education
University of California, Irvine 2006 — 2010
Bachelor of Arts (BA), Economics
GoPro January 2015 - Present
GoPro 2013 - 2014
GoPro 2012 - 2013
GoPro 2011 - 2012
Total Customer Connect - TCC January 2008 - December 2011
Morgan Stanley Smith Barney May 2008 - October 2008
Skills
Social Media, Microsoft Office, Customer Service, Salesforce.com, Microsoft Excel, PowerPoint, Marketing, OS X, Microsoft Word, Windows, Social Networking, Social Media Marketing, Data Analysis, Facebook, Vendor Management, Word, Excel, NetSuite, Vendor Relationship..., BPO, Business Process..., Call Center Development, Call Center Architecture, Negotiation, Contract Negotiation, Management
Education
University of California, Irvine 2006 — 2010
Bachelor of Arts (BA), Economics
Leanne Chou Leanne Chou's Morgan Stanley Smith Barney Experience March 2011 - June 2011
Job SEC Reporting & Revenue Analyst at Zynga
Industry Marketing and Advertising
Experience
Zynga May 2015 - Present
Turn September 2012 - May 2015
OOCL June 2012 - September 2012
Bay Localize August 2011 - December 2011
Law Office of Ann Marie De Die June 2007 - December 2011
Morgan Stanley Smith Barney March 2011 - June 2011
Global Brigades, Inc. January 2011 - March 2011
Skills
Data Analysis, Access, Social Media, Management, Finance, Research, Teamwork, Salesforce.com, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Training
Education
University of California, Davis 2008 — 2012
B.S., Managerial Economics, Communication
Zynga May 2015 - Present
Turn September 2012 - May 2015
OOCL June 2012 - September 2012
Bay Localize August 2011 - December 2011
Law Office of Ann Marie De Die June 2007 - December 2011
Morgan Stanley Smith Barney March 2011 - June 2011
Global Brigades, Inc. January 2011 - March 2011
Skills
Data Analysis, Access, Social Media, Management, Finance, Research, Teamwork, Salesforce.com, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Training
Education
University of California, Davis 2008 — 2012
B.S., Managerial Economics, Communication
Janice Ng, CFP®, CRPC®'s Morgan Stanley Smith Barney Experience December 2003 - January 2012
Job Financial Advisor, Associate Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2011 - Present
Morgan Stanley Smith Barney December 2003 - January 2012
Education
UC Irvine
B.S., Mathematics
UC Irvine
B.A. Economics
UC Irvine
B. S. Information Computer Science
Ameriprise Financial Services, Inc. October 2011 - Present
Morgan Stanley Smith Barney December 2003 - January 2012
Education
UC Irvine
B.S., Mathematics
UC Irvine
B.A. Economics
UC Irvine
B. S. Information Computer Science
DeMarcus Williams's Morgan Stanley Smith Barney Experience January 2011 - February 2012
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2012 - Present
Sports Spectacular 2006 - Present
Los Angeles Sports and Entertainment Commission November 2004 - Present
Morgan Stanley Smith Barney January 2011 - February 2012
AEG July 2006 - July 2010
LA Stars Event August 2007 - August 2007
Enterprise Rent-A-Car July 2005 - March 2006
Skills
Social Media, Marketing, Sales, Strategic Financial..., Financial Analysis, Marketing Strategy, Social Media Marketing, Investments, Finance, Risk Management, Asset Managment, Market Research
Education
University of California, Irvine 2002 — 2004
University of Washington 2000 — 2001
Upland High School
Damien High School
Merrill Lynch February 2012 - Present
Sports Spectacular 2006 - Present
Los Angeles Sports and Entertainment Commission November 2004 - Present
Morgan Stanley Smith Barney January 2011 - February 2012
AEG July 2006 - July 2010
LA Stars Event August 2007 - August 2007
Enterprise Rent-A-Car July 2005 - March 2006
Skills
Social Media, Marketing, Sales, Strategic Financial..., Financial Analysis, Marketing Strategy, Social Media Marketing, Investments, Finance, Risk Management, Asset Managment, Market Research
Education
University of California, Irvine 2002 — 2004
University of Washington 2000 — 2001
Upland High School
Damien High School
Bryant Chang's Morgan Stanley Smith Barney Experience May 2007 - November 2008
Job Senior Business Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments August 2013 - July 2015
Franklin Templeton Investments December 2010 - July 2013
Straits Management August 2010 - December 2010
Direct One Inc January 2009 - July 2010
Morgan Stanley Smith Barney May 2007 - November 2008
Skills
Financial Analysis, Leadership, Fixed Income, Microsoft Office, Business Analysis, Management, Customer Service, Analysis, Strategic Planning, Finance, Microsoft Word, Data Analysis, Research
Education
University of Southern California
Master of Business Administration (M.B.A.)
University of California, Irvine 2004 — 2008
Bachelor degree, Economics and Sociology
Franklin Templeton Investments August 2013 - July 2015
Franklin Templeton Investments December 2010 - July 2013
Straits Management August 2010 - December 2010
Direct One Inc January 2009 - July 2010
Morgan Stanley Smith Barney May 2007 - November 2008
Skills
Financial Analysis, Leadership, Fixed Income, Microsoft Office, Business Analysis, Management, Customer Service, Analysis, Strategic Planning, Finance, Microsoft Word, Data Analysis, Research
Education
University of Southern California
Master of Business Administration (M.B.A.)
University of California, Irvine 2004 — 2008
Bachelor degree, Economics and Sociology
Kathryn Doering's Morgan Stanley Smith Barney Experience July 2007 - Present
Job Financial Consultant at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2007 - Present
Education
University of California, Davis 2002 — 2006
B.S., Communication, Broadcast Journalism
Morgan Stanley Smith Barney July 2007 - Present
Education
University of California, Davis 2002 — 2006
B.S., Communication, Broadcast Journalism
Benjamin Portnoy, CFA's Morgan Stanley Smith Barney Experience June 2004 - December 2010
Job Senior Financial Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2013 - Present
Merrill Lynch January 2011 - February 2013
Morgan Stanley Smith Barney June 2004 - December 2010
Davis Skaggs Investment Management 2002 - 2004
Skills
Investments, Portfolios, Wealth Management, Financial Planning, Fixed Income, Retirement Planning, Portfolio Management, Series 7, Financial Advisory, Mutual Funds, 401k, Economics, High Net Worth..., Mortgage, Series 63, Asset Allocation, Series 66, ETFs
Education
University of California, Davis 1993 — 1998
Bachelor of Science (B.S.), Economics, Exercise Physiology
Merrill Lynch February 2013 - Present
Merrill Lynch January 2011 - February 2013
Morgan Stanley Smith Barney June 2004 - December 2010
Davis Skaggs Investment Management 2002 - 2004
Skills
Investments, Portfolios, Wealth Management, Financial Planning, Fixed Income, Retirement Planning, Portfolio Management, Series 7, Financial Advisory, Mutual Funds, 401k, Economics, High Net Worth..., Mortgage, Series 63, Asset Allocation, Series 66, ETFs
Education
University of California, Davis 1993 — 1998
Bachelor of Science (B.S.), Economics, Exercise Physiology
Patrick Oswald's Morgan Stanley Smith Barney Experience September 2009 - February 2011
Job Head of Institutional Sales at WR Hambrecht + Co
Industry Financial Services
Experience
WR Hambrecht + Co May 2014 - Present
Wedbush Private Company Strategies October 2013 - May 2014
SharesPost August 2012 - September 2013
Think Equity January 2011 - September 2011
Morgan Stanley Smith Barney September 2009 - February 2011
Screaming Eagle Trading August 2007 - February 2009
San Ramon Valley Little League 2007 - 2009
JMP Securities 2003 - 2005
Montgomery Securities 1992 - 2002
UC Davis 1983 - 1992
Skills
Financial Services, Mutual Funds, Asset Management, Equities, Securities, Hedge Funds, Investment Banking, Investments, Private Equity, Equity Research, Series 7, ETFs, Corporate Finance, Venture Capital, Portfolio Management, Mergers & Acquisitions, Management, Sales, Trading, Finance, Alternative Investments, Series 63, Valuation, Equity Trading, Due Diligence, Asset Allocation, Business Strategy, Financial Modeling, Start-ups, Wealth Management, Bloomberg, Corporate Development, Asset Managment, Angel Investing, Investment Management, Investment Strategies, Fixed Income, Capital Markets, Financial Markets, Options, Funding
Education
University of California, Davis - Graduate School of Management 1992 — 1993
MBA, Finance
De La Salle high 1979 — 1983
WR Hambrecht + Co May 2014 - Present
Wedbush Private Company Strategies October 2013 - May 2014
SharesPost August 2012 - September 2013
Think Equity January 2011 - September 2011
Morgan Stanley Smith Barney September 2009 - February 2011
Screaming Eagle Trading August 2007 - February 2009
San Ramon Valley Little League 2007 - 2009
JMP Securities 2003 - 2005
Montgomery Securities 1992 - 2002
UC Davis 1983 - 1992
Skills
Financial Services, Mutual Funds, Asset Management, Equities, Securities, Hedge Funds, Investment Banking, Investments, Private Equity, Equity Research, Series 7, ETFs, Corporate Finance, Venture Capital, Portfolio Management, Mergers & Acquisitions, Management, Sales, Trading, Finance, Alternative Investments, Series 63, Valuation, Equity Trading, Due Diligence, Asset Allocation, Business Strategy, Financial Modeling, Start-ups, Wealth Management, Bloomberg, Corporate Development, Asset Managment, Angel Investing, Investment Management, Investment Strategies, Fixed Income, Capital Markets, Financial Markets, Options, Funding
Education
University of California, Davis - Graduate School of Management 1992 — 1993
MBA, Finance
De La Salle high 1979 — 1983
Chris Luo's Morgan Stanley Smith Barney Experience May 2010 - August 2010
Job Sales and Revenue Analytics at Google
Industry Investment Management
Experience
Google November 2014 - Present
Apple January 2014 - April 2015
Dictionary.com October 2013 - January 2014
SigFig April 2011 - September 2013
Morgan Stanley Smith Barney May 2010 - August 2010
3M June 2009 - August 2009
Skills
Analytics, Data Analysis, Financial Modeling, Statistical Modeling, R, MySQL, Data Science, Tableau, VBA, SQL, Statistics, Finance, Python, Econometrics, Filemaker, Microsoft Access, Databases
Education
University of California, Berkeley
Bachelor of Arts, Statistics, Economics, Industrial Engineering and Operations Research
Google November 2014 - Present
Apple January 2014 - April 2015
Dictionary.com October 2013 - January 2014
SigFig April 2011 - September 2013
Morgan Stanley Smith Barney May 2010 - August 2010
3M June 2009 - August 2009
Skills
Analytics, Data Analysis, Financial Modeling, Statistical Modeling, R, MySQL, Data Science, Tableau, VBA, SQL, Statistics, Finance, Python, Econometrics, Filemaker, Microsoft Access, Databases
Education
University of California, Berkeley
Bachelor of Arts, Statistics, Economics, Industrial Engineering and Operations Research
Diana Andrews's Morgan Stanley Smith Barney Experience February 2009 - February 2010
Job Director, Retail Operations at Opes Advisors
Industry Financial Services
Experience
Opes Advisors February 2010 - Present
Morgan Stanley Smith Barney February 2009 - February 2010
Andrews Investment Company May 2006 - February 2009
Wells Fargo Home Mortgage July 2003 - May 2007
Addison Avenue Federal Credit Union January 2001 - June 2003
Hewlett-Packard December 1995 - January 2001
PIB Mortgage Company June 1989 - August 1994
Skills
Mortgage Lending, Securities, Asset Allocation, Strategy, Team Leadership, Banking, Investments, Loans, Financial Analysis, Financial Services, Risk Management, Mergers & Acquisitions, Managerial Finance, Mortgage Banking, Loan Origination, Strategic Financial..., Portfolio Management, Leadership, Management
Education
University of California, Davis 1981 — 1985
BA, Economics, English
Opes Advisors February 2010 - Present
Morgan Stanley Smith Barney February 2009 - February 2010
Andrews Investment Company May 2006 - February 2009
Wells Fargo Home Mortgage July 2003 - May 2007
Addison Avenue Federal Credit Union January 2001 - June 2003
Hewlett-Packard December 1995 - January 2001
PIB Mortgage Company June 1989 - August 1994
Skills
Mortgage Lending, Securities, Asset Allocation, Strategy, Team Leadership, Banking, Investments, Loans, Financial Analysis, Financial Services, Risk Management, Mergers & Acquisitions, Managerial Finance, Mortgage Banking, Loan Origination, Strategic Financial..., Portfolio Management, Leadership, Management
Education
University of California, Davis 1981 — 1985
BA, Economics, English
Hou-Sheng Ko's Morgan Stanley Smith Barney Experience 2009 - 2009
Job Sales at Horizon Tire
Industry Marketing and Advertising
Experience
Horizon Tire June 2010 - Present
Morgan Stanley Smith Barney 2009 - 2009
Education
University of California, Irvine 2008 — 2010
BA, Business Economics
Horizon Tire June 2010 - Present
Morgan Stanley Smith Barney 2009 - 2009
Education
University of California, Irvine 2008 — 2010
BA, Business Economics
David Bonnar's Morgan Stanley Smith Barney Experience 2003 - 2004
Job Environmental Scientist at Blankinship & Associates, Inc
Industry Research
Experience
Blankinship & Associates, Inc January 2012 - Present
Cal EPA/OEHHA June 2011 - September 2011
University of California, Davis - Center for Health and the Environment June 2010 - June 2011
University of California, Davis 2009 - 2010
Morgan Stanley Smith Barney 2003 - 2004
Skills
Gel Electrophoresis, Western Blotting, PCR, HPLC, Molecular Biology, SAS, Solid Phase Extraction, PE5, EXPRESS, Biotic Ligand Model, RPcalc, Ames..., Visual MINTEQ, AERSCREEN, Access Database, Environmental Compliance, Chemistry
Education
University of California, Davis 2007 — 2011
Bachelor of Science (B.S.), Environmental Toxicology
Blankinship & Associates, Inc January 2012 - Present
Cal EPA/OEHHA June 2011 - September 2011
University of California, Davis - Center for Health and the Environment June 2010 - June 2011
University of California, Davis 2009 - 2010
Morgan Stanley Smith Barney 2003 - 2004
Skills
Gel Electrophoresis, Western Blotting, PCR, HPLC, Molecular Biology, SAS, Solid Phase Extraction, PE5, EXPRESS, Biotic Ligand Model, RPcalc, Ames..., Visual MINTEQ, AERSCREEN, Access Database, Environmental Compliance, Chemistry
Education
University of California, Davis 2007 — 2011
Bachelor of Science (B.S.), Environmental Toxicology
Chris Clapinski's Morgan Stanley Smith Barney Experience April 2007 - February 2011
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James February 2011 - Present
Morgan Stanley Smith Barney April 2007 - February 2011
Florida Marlins 1992 - September 2006
Cleveland Indians 2003 - 2004
Cincinnati Reds 2003 - 2003
las vegas 51's baseball 2002 - 2003
Education
University of California, Berkeley 1989 — 1995
BA, Sociology
Palm Desert High School
Raymond James February 2011 - Present
Morgan Stanley Smith Barney April 2007 - February 2011
Florida Marlins 1992 - September 2006
Cleveland Indians 2003 - 2004
Cincinnati Reds 2003 - 2003
las vegas 51's baseball 2002 - 2003
Education
University of California, Berkeley 1989 — 1995
BA, Sociology
Palm Desert High School
Tomas Bermejo's Morgan Stanley Smith Barney Experience March 1988 - Present
Job First Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 1988 - Present
Education
University of California, Berkeley 1980 — 1984
BA, Finance and Marketing
Morgan Stanley Smith Barney March 1988 - Present
Education
University of California, Berkeley 1980 — 1984
BA, Finance and Marketing
Tai D. Giang's Morgan Stanley Smith Barney Experience November 2006 - May 2007
Job FSO Assurance Associate at Ernst & Young
Industry Accounting
Experience
Ernst & Young September 2013 - Present
Squar Milner January 2013 - April 2013
FEC Ginseng & Marine Products January 2011 - December 2012
Caridan Marketing Labs September 2009 - December 2010
State Street Corporation March 2009 - August 2009
Hewlett-Packard December 2006 - December 2008
First American Financial Corporation (Corelogic) June 2007 - December 2007
Morgan Stanley Smith Barney November 2006 - May 2007
Dr. Lingfang Li eBay Research Project June 2006 - February 2007
Northwestern Mutual September 2005 - March 2006
Skills
Business Development, Microsoft Excel, Financial Analysis, Accounting, Auditing, Financial Reporting
Education
University of California, Los Angeles Extension 2012 — 2013
Certificate in Accounting
University of California, Irvine 2004 — 2008
Bachelor of Arts, Economics; Psychology; Business Management
Alhambra High School 2000 — 2004
Ernst & Young September 2013 - Present
Squar Milner January 2013 - April 2013
FEC Ginseng & Marine Products January 2011 - December 2012
Caridan Marketing Labs September 2009 - December 2010
State Street Corporation March 2009 - August 2009
Hewlett-Packard December 2006 - December 2008
First American Financial Corporation (Corelogic) June 2007 - December 2007
Morgan Stanley Smith Barney November 2006 - May 2007
Dr. Lingfang Li eBay Research Project June 2006 - February 2007
Northwestern Mutual September 2005 - March 2006
Skills
Business Development, Microsoft Excel, Financial Analysis, Accounting, Auditing, Financial Reporting
Education
University of California, Los Angeles Extension 2012 — 2013
Certificate in Accounting
University of California, Irvine 2004 — 2008
Bachelor of Arts, Economics; Psychology; Business Management
Alhambra High School 2000 — 2004
William Park's Morgan Stanley Smith Barney Experience February 2009 - June 2009
Job Senior Analyst at Hyundai Capital America
Industry Financial Services
Experience
Hyundai Capital America September 2012 - Present
FDIC June 2010 - September 2010
Deal Flow Source/Biz Merge July 2009 - January 2010
Morgan Stanley Smith Barney February 2009 - June 2009
Skills
Financial Analysis, Data Analysis, Finance, Capital Markets, Financial Modeling, Interest Rate Swaps, Strategic Planning
Education
University of California, Irvine 2007 — 2012
BA, Business Economics
Hyundai Capital America September 2012 - Present
FDIC June 2010 - September 2010
Deal Flow Source/Biz Merge July 2009 - January 2010
Morgan Stanley Smith Barney February 2009 - June 2009
Skills
Financial Analysis, Data Analysis, Finance, Capital Markets, Financial Modeling, Interest Rate Swaps, Strategic Planning
Education
University of California, Irvine 2007 — 2012
BA, Business Economics
Brian Zimring's Morgan Stanley Smith Barney Experience May 2007 - August 2007
Job Senior Analyst, Production Finance at NBCUniversal, Inc.
Industry Financial Services
Experience
NBCUniversal, Inc. June 2013 - Present
GCA Savvian Advisors, LLC April 2010 - August 2012
The Udinsky Group April 2009 - April 2010
Relational Investors LLC July 2008 - December 2008
Morgan Stanley Smith Barney May 2007 - August 2007
Education
University of California, Berkeley, Haas School of Business 2004 — 2008
B.S., Business Administration
NBCUniversal, Inc. June 2013 - Present
GCA Savvian Advisors, LLC April 2010 - August 2012
The Udinsky Group April 2009 - April 2010
Relational Investors LLC July 2008 - December 2008
Morgan Stanley Smith Barney May 2007 - August 2007
Education
University of California, Berkeley, Haas School of Business 2004 — 2008
B.S., Business Administration
Allen Wen's Morgan Stanley Smith Barney Experience May 2010 - August 2010
Job Technology and Finance Analyst at Chegg Inc.
Industry Banking
Experience
Chegg Inc. September 2014 - Present
JPMorgan Chase June 2013 - August 2014
UBS Investment Bank June 2012 - August 2012
Raymond James & Associates, Inc May 2011 - August 2011
UC Berkeley August 2010 - December 2010
Morgan Stanley Smith Barney May 2010 - August 2010
Veechi Corporation January 2010 - May 2010
Skills
Capital IQ, Financial Modeling, Valuation, Bloomberg, Financial Analysis, Investment Banking, Start-ups, Data Analysis, Due Diligence, Corporate Finance, Public Speaking
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2013
B.S, Business Administration
Chegg Inc. September 2014 - Present
JPMorgan Chase June 2013 - August 2014
UBS Investment Bank June 2012 - August 2012
Raymond James & Associates, Inc May 2011 - August 2011
UC Berkeley August 2010 - December 2010
Morgan Stanley Smith Barney May 2010 - August 2010
Veechi Corporation January 2010 - May 2010
Skills
Capital IQ, Financial Modeling, Valuation, Bloomberg, Financial Analysis, Investment Banking, Start-ups, Data Analysis, Due Diligence, Corporate Finance, Public Speaking
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2013
B.S, Business Administration
Joseph Huhn's Morgan Stanley Smith Barney Experience August 2002 - Present
Job Senior Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney August 2002 - Present
CS First Boston 1987 - 1995
Skills
Series 7, Wealth Management, Series 63, Retirement Planning, Alternative Investments, Asset Allocation, Series 65, Portfolio Management, Mutual Funds, Investments, Investment Advisory, Asset Managment, Equities, Fixed Income, Securities, Separately Managed..., Series 24, Investment Strategies, Strategic Financial..., Wealth Management...
Education
UCLA
Morgan Stanley Smith Barney August 2002 - Present
CS First Boston 1987 - 1995
Skills
Series 7, Wealth Management, Series 63, Retirement Planning, Alternative Investments, Asset Allocation, Series 65, Portfolio Management, Mutual Funds, Investments, Investment Advisory, Asset Managment, Equities, Fixed Income, Securities, Separately Managed..., Series 24, Investment Strategies, Strategic Financial..., Wealth Management...
Education
UCLA
Dominique (Garcia) Darrow's Morgan Stanley Smith Barney Experience June 2007 - March 2008
Job Strategic Account Manager at Google Consumer Surveys
Industry Marketing and Advertising
Experience
Google November 2014 - Present
Google April 2014 - Present
Google May 2013 - April 2014
Google July 2012 - May 2013
Wildfire Interactive, Inc. April 2012 - July 2012
Upwardly Global February 2012 - June 2012
Standard & Poor's April 2011 - April 2012
Constellation Wealth Advisors LLC March 2008 - April 2011
Morgan Stanley Smith Barney June 2007 - March 2008
Morgan Stanley June 2006 - June 2007
Skills
Salesforce.com, Social Media Marketing, Financial Analysis, Marketing, Sales, Online Advertising, Financial Reporting, New Business Development, Start-ups, Social Media, Microsoft Excel, Leadership, CRM, Account Management, Lead Generation, Analytics, Marketing Strategy, Strategy
Education
University of California, Berkeley 2003 — 2007
B.A., Political Economy of Industrial Societies
Clovis High School
Google November 2014 - Present
Google April 2014 - Present
Google May 2013 - April 2014
Google July 2012 - May 2013
Wildfire Interactive, Inc. April 2012 - July 2012
Upwardly Global February 2012 - June 2012
Standard & Poor's April 2011 - April 2012
Constellation Wealth Advisors LLC March 2008 - April 2011
Morgan Stanley Smith Barney June 2007 - March 2008
Morgan Stanley June 2006 - June 2007
Skills
Salesforce.com, Social Media Marketing, Financial Analysis, Marketing, Sales, Online Advertising, Financial Reporting, New Business Development, Start-ups, Social Media, Microsoft Excel, Leadership, CRM, Account Management, Lead Generation, Analytics, Marketing Strategy, Strategy
Education
University of California, Berkeley 2003 — 2007
B.A., Political Economy of Industrial Societies
Clovis High School
Rudra Zutshi's Morgan Stanley Smith Barney Experience March 2007 - March 2011
Job Institutional Consulting Analyst
Industry Financial Services
Experience
Graystone Consulting April 2011 - Present
Graystone Consulting April 2011 - May 2011
Morgan Stanley Smith Barney March 2007 - March 2011
Education
2016 Level III Candidate in the CFA Program
University of California, Davis
BS
Graystone Consulting April 2011 - Present
Graystone Consulting April 2011 - May 2011
Morgan Stanley Smith Barney March 2007 - March 2011
Education
2016 Level III Candidate in the CFA Program
University of California, Davis
BS
Dorothy Tsou's Morgan Stanley Smith Barney Experience March 2010 - March 2011
Job Project Coordinator Siemens
Industry Electrical/Electronic Manufacturing
Experience
Siemens February 2015 - Present
Crown Castle May 2014 - February 2015
Santa Clara Valley Water District May 2013 - May 2014
British Airways April 2012 - May 2013
Morgan Stanley Smith Barney March 2010 - March 2011
Santa Clara Valley Water District June 2008 - June 2009
Skills
Research, Project Management, Project Coordination, Government Contract..., Contractual Agreements, Management, Process Improvement, Planning..., Drafting Agreements, Customer Service, Client Relations Skills, Budget Monitoring, Data Analysis, Document Management, Financial Analysis, Microsoft Office, Microsoft Excel, PeopleSoft, PowerPoint, Microsoft Word, Outlook, Analysis, Leadership, Social Media, Team Leadership, Adobe Acrobat, Public Speaking, Business Correspondence, Corporate Communications
Education
University of California, Davis
Bachelor of Science, Managerial Economics
Siemens February 2015 - Present
Crown Castle May 2014 - February 2015
Santa Clara Valley Water District May 2013 - May 2014
British Airways April 2012 - May 2013
Morgan Stanley Smith Barney March 2010 - March 2011
Santa Clara Valley Water District June 2008 - June 2009
Skills
Research, Project Management, Project Coordination, Government Contract..., Contractual Agreements, Management, Process Improvement, Planning..., Drafting Agreements, Customer Service, Client Relations Skills, Budget Monitoring, Data Analysis, Document Management, Financial Analysis, Microsoft Office, Microsoft Excel, PeopleSoft, PowerPoint, Microsoft Word, Outlook, Analysis, Leadership, Social Media, Team Leadership, Adobe Acrobat, Public Speaking, Business Correspondence, Corporate Communications
Education
University of California, Davis
Bachelor of Science, Managerial Economics
Angela Chou's Morgan Stanley Smith Barney Experience September 2007 - June 2008
Job Invitae, UC Davis MBA Candidate
Industry Biotechnology
Experience
InVitae September 2013 - Present
Complete Genomics Inc. February 2013 - September 2013
Complete Genomics Inc. 2011 - February 2013
IDEXX Laboratories August 2009 - March 2011
UC Davis, Department of Internal Medicine- Division of Rheumatology March 2008 - October 2010
UC Davis, Crocker Nuclear Laboratory- Air Quality Group April 2007 - March 2009
Morgan Stanley Smith Barney September 2007 - June 2008
Skills
Next Generation..., real-time PCR, PCR, Reverse Transcription, DNA extraction, Data Analysis, Molecular Biology, Cell Culture, ERP, LIMS, DNA, Biotechnology
Education
University of California, Davis - Graduate School of Management
Master of Business Administration (MBA)
University of California, Davis 2004 — 2008
Bachelor of Science (BS), Biological Sciences
University of California, Davis 2004 — 2008
Bachelor of Arts (B.A.), Economics
InVitae September 2013 - Present
Complete Genomics Inc. February 2013 - September 2013
Complete Genomics Inc. 2011 - February 2013
IDEXX Laboratories August 2009 - March 2011
UC Davis, Department of Internal Medicine- Division of Rheumatology March 2008 - October 2010
UC Davis, Crocker Nuclear Laboratory- Air Quality Group April 2007 - March 2009
Morgan Stanley Smith Barney September 2007 - June 2008
Skills
Next Generation..., real-time PCR, PCR, Reverse Transcription, DNA extraction, Data Analysis, Molecular Biology, Cell Culture, ERP, LIMS, DNA, Biotechnology
Education
University of California, Davis - Graduate School of Management
Master of Business Administration (MBA)
University of California, Davis 2004 — 2008
Bachelor of Science (BS), Biological Sciences
University of California, Davis 2004 — 2008
Bachelor of Arts (B.A.), Economics
Matthew Hetrick, CFA, CFP's Morgan Stanley Smith Barney Experience October 2003 - October 2012
Job Wealth Advisor at Insight Wealth Advisors LLC
Industry Financial Services
Experience
Insight Wealth Advisors, LLC. A Member of the Fusion Advisor Network October 2012 - Present
Morgan Stanley Smith Barney October 2003 - October 2012
Magna Entertainment June 2002 - October 2003
Economics Research Associates December 1999 - March 2002
Skills
Series 7, Investment Advisory, Securities, Asset Allocation, Investments, Investment Strategies, Series 63, FINRA, Financial Advisory, Hedge Funds, Bonds, Wealth
Education
University of California, Berkeley 1995 — 1999
BA, Economics
Loyola High School 1991 — 1995
Insight Wealth Advisors, LLC. A Member of the Fusion Advisor Network October 2012 - Present
Morgan Stanley Smith Barney October 2003 - October 2012
Magna Entertainment June 2002 - October 2003
Economics Research Associates December 1999 - March 2002
Skills
Series 7, Investment Advisory, Securities, Asset Allocation, Investments, Investment Strategies, Series 63, FINRA, Financial Advisory, Hedge Funds, Bonds, Wealth
Education
University of California, Berkeley 1995 — 1999
BA, Economics
Loyola High School 1991 — 1995
Gloria Moses's Morgan Stanley Smith Barney Experience May 1987 - Present
Job Senior VP/Corporate Client Director at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 1987 - Present
Smith Barney May 1992 - January 2009
Skills
Series 63, Wealth Management, Series 7
Education
University of California, Berkeley
BA, Econ, English, History and Psychology
Morgan Stanley Smith Barney May 1987 - Present
Smith Barney May 1992 - January 2009
Skills
Series 63, Wealth Management, Series 7
Education
University of California, Berkeley
BA, Econ, English, History and Psychology
Shirley Tsieh's Morgan Stanley Smith Barney Experience April 2010 - June 2010
Job Program Manager, Display at Oracle
Industry Marketing and Advertising
Experience
Oracle April 2015 - Present
Mogo Marketing + Media April 2013 - March 2015
Wells Fargo June 2012 - April 2013
Oracle October 2011 - April 2012
AdRoll.com June 2011 - September 2011
Navion Financial Advisors, LLC February 2010 - June 2011
Morgan Stanley Smith Barney April 2010 - June 2010
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Finance, Portfolio Management, Digital Marketing, Online Advertising, Marketing, Social Networking, Leadership, Sales, Teamwork, Access, Financial Reporting, Risk Management, Time Management, Analysis, Event Planning, Economics, Budgets
Education
University of California, Davis 2008 — 2012
Bachelor of Arts (B.A.), Economics and Chinese
Oracle April 2015 - Present
Mogo Marketing + Media April 2013 - March 2015
Wells Fargo June 2012 - April 2013
Oracle October 2011 - April 2012
AdRoll.com June 2011 - September 2011
Navion Financial Advisors, LLC February 2010 - June 2011
Morgan Stanley Smith Barney April 2010 - June 2010
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Finance, Portfolio Management, Digital Marketing, Online Advertising, Marketing, Social Networking, Leadership, Sales, Teamwork, Access, Financial Reporting, Risk Management, Time Management, Analysis, Event Planning, Economics, Budgets
Education
University of California, Davis 2008 — 2012
Bachelor of Arts (B.A.), Economics and Chinese
James Dai's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Business Analyst / Developer at Philips Lumileds
Industry Computer Software
Experience
Philips Lumileds February 2014 - Present
Philips Lumileds September 2013 - February 2014
Philips Lumileds July 2013 - September 2013
Junior Achievement of Sacramento April 2011 - June 2013
Morgan Stanley Smith Barney June 2011 - August 2011
Education
University of California, Davis 2009 — 2014
BS, BA
Mission San Jose High School 2005 — 2009
Philips Lumileds February 2014 - Present
Philips Lumileds September 2013 - February 2014
Philips Lumileds July 2013 - September 2013
Junior Achievement of Sacramento April 2011 - June 2013
Morgan Stanley Smith Barney June 2011 - August 2011
Education
University of California, Davis 2009 — 2014
BS, BA
Mission San Jose High School 2005 — 2009
Krishneel Krishna's Morgan Stanley Smith Barney Experience March 2010 - June 2010
Job Investment Officer at CalPERS
Industry Investment Management
Experience
CalPERS March 2015 - Present
California State Board of Equalization July 2013 - February 2015
State Street July 2011 - June 2013
Securities America Advisors, Inc. September 2010 - March 2011
Navion Financial Advisors, LLC August 2010 - March 2011
Morgan Stanley Smith Barney March 2010 - June 2010
Education
University of California, Davis
Bachelor of Arts, Economics
CalPERS March 2015 - Present
California State Board of Equalization July 2013 - February 2015
State Street July 2011 - June 2013
Securities America Advisors, Inc. September 2010 - March 2011
Navion Financial Advisors, LLC August 2010 - March 2011
Morgan Stanley Smith Barney March 2010 - June 2010
Education
University of California, Davis
Bachelor of Arts, Economics
Sana Nasir's Morgan Stanley Smith Barney Experience January 2008 - July 2010
Job Project Specialist at Cisco Systems
Industry Executive Office
Experience
Cisco Systems February 2013 - Present
Cisco Systems March 2012 - February 2013
Cisco Systems June 2011 - March 2012
Morgan Stanley Smith Barney January 2008 - July 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Administrative..., Data Analysis, Databases, Leadership, Recruiting, Research, Team Building, Time Management
Education
University of California, Irvine 2001 — 2005
BA, Economics
Cisco Systems February 2013 - Present
Cisco Systems March 2012 - February 2013
Cisco Systems June 2011 - March 2012
Morgan Stanley Smith Barney January 2008 - July 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Administrative..., Data Analysis, Databases, Leadership, Recruiting, Research, Team Building, Time Management
Education
University of California, Irvine 2001 — 2005
BA, Economics
Garrett Seligman's Morgan Stanley Smith Barney Experience 1977 - 2009
Job
Industry
Experience
Morgan Stanley Smith Barney 1977 - 2009
Skills
Strategic Planning
Education
UC Berkeley 1972 — 1975
BA, Psychology
Middlesex School 1967 — 1970
Morgan Stanley Smith Barney 1977 - 2009
Skills
Strategic Planning
Education
UC Berkeley 1972 — 1975
BA, Psychology
Middlesex School 1967 — 1970
Barseg Kouredjian's Morgan Stanley Smith Barney Experience September 2009 - February 2012
Job Fixed Income at Capital Group
Industry Financial Services
Experience
Capital Group July 2012 - Present
Morgan Stanley Smith Barney September 2009 - February 2012
Education
USC Marshall School of Business 2012 — 2015
Master of Business Administration (M.B.A.)
University of California, Irvine 2001 — 2005
B.A., Economics
Capital Group July 2012 - Present
Morgan Stanley Smith Barney September 2009 - February 2012
Education
USC Marshall School of Business 2012 — 2015
Master of Business Administration (M.B.A.)
University of California, Irvine 2001 — 2005
B.A., Economics
Jerrick Wu's Morgan Stanley Smith Barney Experience December 2010 - June 2011
Job Level III Underwriter at Provident Funding Associates L.P.
Industry Financial Services
Experience
Provident Funding Associates L.P. August 2012 - Present
Bayer HealthCare June 2011 - August 2012
Morgan Stanley Smith Barney December 2010 - June 2011
Skills
Marketing Strategy, Microsoft Excel, SAP, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Financial Analysis, Data Analysis, Finance, Social Networking, Event Planning, Sales, Underwriting, Credit Analysis, Investments, Market Research
Education
University of California, Davis 2008 — 2012
Bachelor, Managerial Economics, Statistics
Provident Funding Associates L.P. August 2012 - Present
Bayer HealthCare June 2011 - August 2012
Morgan Stanley Smith Barney December 2010 - June 2011
Skills
Marketing Strategy, Microsoft Excel, SAP, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Financial Analysis, Data Analysis, Finance, Social Networking, Event Planning, Sales, Underwriting, Credit Analysis, Investments, Market Research
Education
University of California, Davis 2008 — 2012
Bachelor, Managerial Economics, Statistics
Ryan Yoelin's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Analyst at ClearLight Partners
Industry Venture Capital & Private Equity
Experience
ClearLight Partners December 2014 - Present
Steelwood Capital September 2014 - December 2014
Safeway June 2013 - August 2013
Allergan May 2012 - August 2012
International Association of Business Communicators, UC Berkeley Chapter December 2011 - May 2012
International Association of Business Communicators, UC Berkeley Chapter August 2011 - December 2011
Morgan Stanley Smith Barney June 2011 - August 2011
UC Berkeley Residence Program September 2010 - August 2011
International Association of Business Communicators, UC Berkeley Chapter January 2011 - April 2011
Nordstrom June 2010 - August 2010
Skills
Marketing Strategy, Market Research, Business Development, Management Consulting, Corporate Finance, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Strategy, Analysis, Management, Sales, Integrated Marketing, PowerPoint, Marketing, Microsoft Office, Public Speaking
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2014
Bachelor's Degree, Business Administration
Villa Park High School 2006 — 2010
ClearLight Partners December 2014 - Present
Steelwood Capital September 2014 - December 2014
Safeway June 2013 - August 2013
Allergan May 2012 - August 2012
International Association of Business Communicators, UC Berkeley Chapter December 2011 - May 2012
International Association of Business Communicators, UC Berkeley Chapter August 2011 - December 2011
Morgan Stanley Smith Barney June 2011 - August 2011
UC Berkeley Residence Program September 2010 - August 2011
International Association of Business Communicators, UC Berkeley Chapter January 2011 - April 2011
Nordstrom June 2010 - August 2010
Skills
Marketing Strategy, Market Research, Business Development, Management Consulting, Corporate Finance, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Strategy, Analysis, Management, Sales, Integrated Marketing, PowerPoint, Marketing, Microsoft Office, Public Speaking
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2014
Bachelor's Degree, Business Administration
Villa Park High School 2006 — 2010
Grayson Lindstrom's Morgan Stanley Smith Barney Experience May 2011 - November 2011
Job Law Student
Industry Legal Services
Experience
C2 Education January 2014 - June 2014
Amador Judo & Jujitsu Studio June 2013 - June 2014
Dutch Enterprises, Inc. June 2013 - September 2013
Morgan Stanley Smith Barney May 2011 - November 2011
Education
University of California, Berkeley - School of Law 2014 — 2017
Juris Doctor (J.D.), Law, 1L
University of California, Los Angeles 2009 — 2013
Bachelor of Arts (BA), Business/Economics
C2 Education January 2014 - June 2014
Amador Judo & Jujitsu Studio June 2013 - June 2014
Dutch Enterprises, Inc. June 2013 - September 2013
Morgan Stanley Smith Barney May 2011 - November 2011
Education
University of California, Berkeley - School of Law 2014 — 2017
Juris Doctor (J.D.), Law, 1L
University of California, Los Angeles 2009 — 2013
Bachelor of Arts (BA), Business/Economics
Ivy Wai Chung Lam's Morgan Stanley Smith Barney Experience April 2011 - June 2011
Job
Industry Marketing and Advertising
Experience
Aldelo, L.P. April 2012 - Present
RE/MAX March 2011 - December 2011
Sunrise MarketPlace August 2011 - October 2011
Creative Marketing Arts June 2011 - August 2011
Morgan Stanley Smith Barney April 2011 - June 2011
The Sacramento Press March 2011 - June 2011
Skills
Marketing Strategy, Marketing, Marketing Research, Management, Analysis, New Business Development, Strategy, Market Research, Press Releases, Direct Sales, Product Marketing, Salesforce.com, B2B, Account Management, Solution Selling, Customer Service, Strategic Partnerships
Education
University of California, Davis 2008 — 2012
BS, Managerial Economics, Marketing, Finance, Business, Economics
Aldelo, L.P. April 2012 - Present
RE/MAX March 2011 - December 2011
Sunrise MarketPlace August 2011 - October 2011
Creative Marketing Arts June 2011 - August 2011
Morgan Stanley Smith Barney April 2011 - June 2011
The Sacramento Press March 2011 - June 2011
Skills
Marketing Strategy, Marketing, Marketing Research, Management, Analysis, New Business Development, Strategy, Market Research, Press Releases, Direct Sales, Product Marketing, Salesforce.com, B2B, Account Management, Solution Selling, Customer Service, Strategic Partnerships
Education
University of California, Davis 2008 — 2012
BS, Managerial Economics, Marketing, Finance, Business, Economics
Karen Saupe's Morgan Stanley Smith Barney Experience October 2011 - Present
Job Service Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 2011 - Present
Education
University of California, Berkeley 2000 — 2004
Bachelor of Arts, Sociology
Rancho Buena Vista High School 1996 — 2000
High School Diploma
Morgan Stanley Smith Barney October 2011 - Present
Education
University of California, Berkeley 2000 — 2004
Bachelor of Arts, Sociology
Rancho Buena Vista High School 1996 — 2000
High School Diploma
Amar Randhawa's Morgan Stanley Smith Barney Experience January 2012 - March 2012
Job Student at UC Davis
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2012 - March 2012
Valley Medical Center May 2005 - June 2005
Skills
Portfolio Management
Education
University of California, Davis 2008 — 2012
BA, Economics
Morgan Stanley Smith Barney January 2012 - March 2012
Valley Medical Center May 2005 - June 2005
Skills
Portfolio Management
Education
University of California, Davis 2008 — 2012
BA, Economics
Hayley Voudouris's Morgan Stanley Smith Barney Experience January 2012 - May 2012
Job Editor, Founder at Scribe Editing and Communication
Industry Writing and Editing
Experience
Scribe Editing and Communication June 2012 - Present
Morgan Stanley Smith Barney January 2012 - May 2012
Connor for Assembly May 2010 - November 2010
Skills
Writing, Organization, Planning (Strategic,..., Design, Creativity, Public Speaking, Research
Education
University of California, Davis 2008 — 2011
Bachelor of Arts, Political Science, Expository Writing, History, Dramatic Art
Rocklin High School 2003 — 2007
Scribe Editing and Communication June 2012 - Present
Morgan Stanley Smith Barney January 2012 - May 2012
Connor for Assembly May 2010 - November 2010
Skills
Writing, Organization, Planning (Strategic,..., Design, Creativity, Public Speaking, Research
Education
University of California, Davis 2008 — 2011
Bachelor of Arts, Political Science, Expository Writing, History, Dramatic Art
Rocklin High School 2003 — 2007
Kelsey Kerr Regedanz's Morgan Stanley Smith Barney Experience 2006 - Present
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2006 - Present
Bank of America August 2004 - October 2006
Education
University of California, Davis 2000 — 2004
Managerial Economics
Morgan Stanley Smith Barney 2006 - Present
Bank of America August 2004 - October 2006
Education
University of California, Davis 2000 — 2004
Managerial Economics
Alex Caravan's Morgan Stanley Smith Barney Experience May 2012 - March 2013
Job Intern at The Transmosis Project
Industry Financial Services
Experience
The Transmosis Project July 2014 - Present
Self-Employed June 2014 - Present
ASUC August 2013 - March 2014
ASUC University Elections January 2013 - April 2013
Morgan Stanley Smith Barney May 2012 - March 2013
Skills
Microsoft Office, Financial Analysis, Financial Modeling, PowerPoint, Data Analysis, Research, Event Planning
Education
University of California, Berkeley 2011 — 2015
Bachelor's degree, Economics/ Statistics
Amador Valley High School 2007 — 2011
The Transmosis Project July 2014 - Present
Self-Employed June 2014 - Present
ASUC August 2013 - March 2014
ASUC University Elections January 2013 - April 2013
Morgan Stanley Smith Barney May 2012 - March 2013
Skills
Microsoft Office, Financial Analysis, Financial Modeling, PowerPoint, Data Analysis, Research, Event Planning
Education
University of California, Berkeley 2011 — 2015
Bachelor's degree, Economics/ Statistics
Amador Valley High School 2007 — 2011
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.