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
Jennifer Kao Jennifer Kao's Morgan Stanley Smith Barney Experience August 2010 - December 2012
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors November 2012 - Present
Morgan Stanley Smith Barney August 2010 - December 2012
Deutsche Bank May 2008 - August 2010
RBC Wealth Management August 2006 - May 2008
Prudential Financial August 2003 - August 2006
Education
University of California, Riverside 1999 — 2003
Bachelor of Science, Business Administration
Wells Fargo Advisors November 2012 - Present
Morgan Stanley Smith Barney August 2010 - December 2012
Deutsche Bank May 2008 - August 2010
RBC Wealth Management August 2006 - May 2008
Prudential Financial August 2003 - August 2006
Education
University of California, Riverside 1999 — 2003
Bachelor of Science, Business Administration
Jason Yamanaka Jason Yamanaka's Morgan Stanley Smith Barney Experience June 2011 - September 2011
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2014 - Present
UCLA Academic Advancement Program January 2013 - June 2014
Bank of America Merrill Lynch June 2013 - August 2013
Imperial Capital, LLC September 2012 - December 2012
Union Bank June 2012 - August 2012
Imperial Capital, LLC April 2012 - June 2012
Lionsgate January 2012 - March 2012
Morgan Stanley Smith Barney June 2011 - September 2011
Education
University of California, Los Angeles 2010 — 2014
Bachelor's Degree, Business Economics
Palos Verdes Peninsula High School 2006 — 2010
High School Diploma
Bank of America Merrill Lynch July 2014 - Present
UCLA Academic Advancement Program January 2013 - June 2014
Bank of America Merrill Lynch June 2013 - August 2013
Imperial Capital, LLC September 2012 - December 2012
Union Bank June 2012 - August 2012
Imperial Capital, LLC April 2012 - June 2012
Lionsgate January 2012 - March 2012
Morgan Stanley Smith Barney June 2011 - September 2011
Education
University of California, Los Angeles 2010 — 2014
Bachelor's Degree, Business Economics
Palos Verdes Peninsula High School 2006 — 2010
High School Diploma
Andrew Bertolli Andrew Bertolli's Morgan Stanley Smith Barney Experience March 2008 - June 2008
Job Associate at Latham & Watkins
Industry Law Practice
Experience
Latham & Watkins May 2011 - Present
Yelp.com June 2010 - August 2010
Morgan Stanley Smith Barney March 2008 - June 2008
Skills
Legal Research, Commercial Litigation, Due Diligence, Microsoft Office, Legal Writing, Intellectual Property, Westlaw, Litigation, Civil Litigation, Trade Secrets
Education
University of California, Los Angeles - School of Law 2009 — 2012
J.D.
University of California, Los Angeles 2005 — 2009
B.A. Global Studies, Minor in Political Science
Latham & Watkins May 2011 - Present
Yelp.com June 2010 - August 2010
Morgan Stanley Smith Barney March 2008 - June 2008
Skills
Legal Research, Commercial Litigation, Due Diligence, Microsoft Office, Legal Writing, Intellectual Property, Westlaw, Litigation, Civil Litigation, Trade Secrets
Education
University of California, Los Angeles - School of Law 2009 — 2012
J.D.
University of California, Los Angeles 2005 — 2009
B.A. Global Studies, Minor in Political Science
Kelsey Vinson Kelsey Vinson's Morgan Stanley Smith Barney Experience 2008 - 2009
Job Associate at FocalPoint Partners, LLC
Industry Investment Banking
Experience
FocalPoint Partners, LLC January 2014 - Present
The Boston Consulting Group - Expand Research 2012 - 2014
FTI Consulting Inc. 2009 - 2010
Morgan Stanley Smith Barney 2008 - 2009
Real Estate / Technology Start-up Firm 2007 - 2008
Skills
Corporate Finance, Investment Banking, Financial Modeling, Restructuring, Valuation, Finance, Business Planning, Private Equity, Capital Markets, Due Diligence, Management, Financial Analysis, Mergers & Acquisitions, Management Consulting, Real Estate, Market Analysis, Analysis, SPSS, DCF, Business Valuation, DCF Valuation, Real Estate Private..., Stata, Microsoft Excel, LBO, Strategy Consulting, Banking, Investments, Microsoft Office, Strategy
Education
University of Cambridge 2011 — 2012
Masters- Finance & Real Estate
University of Georgia - Terry College of Business 2005 — 2008
Bachelors Business Administration- Finance
FocalPoint Partners, LLC January 2014 - Present
The Boston Consulting Group - Expand Research 2012 - 2014
FTI Consulting Inc. 2009 - 2010
Morgan Stanley Smith Barney 2008 - 2009
Real Estate / Technology Start-up Firm 2007 - 2008
Skills
Corporate Finance, Investment Banking, Financial Modeling, Restructuring, Valuation, Finance, Business Planning, Private Equity, Capital Markets, Due Diligence, Management, Financial Analysis, Mergers & Acquisitions, Management Consulting, Real Estate, Market Analysis, Analysis, SPSS, DCF, Business Valuation, DCF Valuation, Real Estate Private..., Stata, Microsoft Excel, LBO, Strategy Consulting, Banking, Investments, Microsoft Office, Strategy
Education
University of Cambridge 2011 — 2012
Masters- Finance & Real Estate
University of Georgia - Terry College of Business 2005 — 2008
Bachelors Business Administration- Finance
Katherine Wee Katherine Wee's Morgan Stanley Smith Barney Experience January 2010 - March 2010
Job Actress at Screen Actors Guild
Industry Entertainment
Experience
StylistLA August 2012 - Present
Screen Actors Guild June 2010 - Present
KTLA August 2011 - July 2012
Method Studios August 2011 - January 2012
Luminous Capital April 2010 - June 2010
Morgan Stanley Smith Barney January 2010 - March 2010
Slingshot Labs August 2009 - February 2010
E! Entertainment Network August 2009 - November 2009
ISP (International Sports Properties) June 2007 - September 2008
Homewood Capital Management June 2006 - August 2008
Skills
Entertainment, Broadcast, Social Media, Facebook, Social Networking, Blogging, Microsoft Office, PowerPoint, Public Relations, Marketing
Education
University of California, Los Angeles 2006 — 2010
B.A., Sociology
Monte Vista High School 2005 — 2006
Kirov Academy of Ballet 2003 — 2005
StylistLA August 2012 - Present
Screen Actors Guild June 2010 - Present
KTLA August 2011 - July 2012
Method Studios August 2011 - January 2012
Luminous Capital April 2010 - June 2010
Morgan Stanley Smith Barney January 2010 - March 2010
Slingshot Labs August 2009 - February 2010
E! Entertainment Network August 2009 - November 2009
ISP (International Sports Properties) June 2007 - September 2008
Homewood Capital Management June 2006 - August 2008
Skills
Entertainment, Broadcast, Social Media, Facebook, Social Networking, Blogging, Microsoft Office, PowerPoint, Public Relations, Marketing
Education
University of California, Los Angeles 2006 — 2010
B.A., Sociology
Monte Vista High School 2005 — 2006
Kirov Academy of Ballet 2003 — 2005
Mathias Gibson Mathias Gibson's Morgan Stanley Smith Barney Experience March 2007 - June 2007
Job 2015 Fellow at Code for America
Industry Government Administration
Experience
Code for America January 2015 - Present
City and County of San Francisco August 2012 - Present
Caltrain Bicycle Advisory Committee September 2012 - September 2014
Vantage Local Inc March 2012 - August 2012
Vantage Local Inc May 2011 - March 2012
Rebuilding Together Peninsula August 2010 - July 2011
Kurtzman Carson Consultants LLC May 2009 - July 2010
UCLA Recreation September 2007 - August 2009
Morgan Stanley Smith Barney March 2007 - June 2007
Skills
Online Advertising, Market Research, Copywriting, New Business Development, Creative Briefs, Salesforce.com, Product Development, Online Branding, Program Management, Business Analysis, Program Evaluation, Policy Analysis, Microsoft Excel, Wireframes, Research, Project Management
Education
University of California, Los Angeles 2005 — 2009
BA
Code for America January 2015 - Present
City and County of San Francisco August 2012 - Present
Caltrain Bicycle Advisory Committee September 2012 - September 2014
Vantage Local Inc March 2012 - August 2012
Vantage Local Inc May 2011 - March 2012
Rebuilding Together Peninsula August 2010 - July 2011
Kurtzman Carson Consultants LLC May 2009 - July 2010
UCLA Recreation September 2007 - August 2009
Morgan Stanley Smith Barney March 2007 - June 2007
Skills
Online Advertising, Market Research, Copywriting, New Business Development, Creative Briefs, Salesforce.com, Product Development, Online Branding, Program Management, Business Analysis, Program Evaluation, Policy Analysis, Microsoft Excel, Wireframes, Research, Project Management
Education
University of California, Los Angeles 2005 — 2009
BA
Timothy Oh's Morgan Stanley Smith Barney Experience August 2011 - December 2011
Job Consultant at Bespoke Partners
Industry Staffing and Recruiting
Experience
Bespoke Partners April 2014 - March 2015
KERBURN ROSE July 2012 - August 2012
Morgan Stanley Smith Barney August 2011 - December 2011
Skills
Financial Modeling, Capital IQ, Research, Mergers & Acquisitions, Business Development, Risk Management, Investment Banking, Market Research, Economics
Education
University of California, San Diego 2009 — 2014
B.S. Management Science, Humanities & Accounting Minor
Bespoke Partners April 2014 - March 2015
KERBURN ROSE July 2012 - August 2012
Morgan Stanley Smith Barney August 2011 - December 2011
Skills
Financial Modeling, Capital IQ, Research, Mergers & Acquisitions, Business Development, Risk Management, Investment Banking, Market Research, Economics
Education
University of California, San Diego 2009 — 2014
B.S. Management Science, Humanities & Accounting Minor
Joe O'Leary Joe O'Leary's Morgan Stanley Smith Barney Experience 2004 - 2007
Job Account Executive Preferred Corporate Accounts at Dell
Industry Computer Networking
Experience
Dell June 2014 - Present
CDNetworks March 2013 - Present
Kenandy, Inc. June 2012 - December 2012
Xsigo Systems December 2009 - June 2012
Wells Fargo Advisors May 2007 - September 2009
Morgan Stanley Smith Barney 2004 - 2007
A.G. Edwards & Sons, Inc. 2003 - 2004
Skills
Territory Management, Training Development, Presentations, Seminars, Sales Account Management, Sales Cycle Management, Direct Mail Campaigns, Strategic Marketing..., Client Relations, Client Services, Cold Calling, Sales Pipeline..., Contract Negotiations, Networking, Strategic Planning, Sales Management, Client, Sales, Employee Training, Salesforce.com, Sales Force Development, Training, SaaS, Enterprise Solution..., Marketing, Contract Negotiation, E-commerce, Solution Selling, Sales Operations, Enterprise Software, CRM, Direct Sales, Lead Generation, Enterprise Technology...
Education
UCSB 1999 — 2003
BA, Bussiness Economics w/ Emphasis in Accounting
Dell June 2014 - Present
CDNetworks March 2013 - Present
Kenandy, Inc. June 2012 - December 2012
Xsigo Systems December 2009 - June 2012
Wells Fargo Advisors May 2007 - September 2009
Morgan Stanley Smith Barney 2004 - 2007
A.G. Edwards & Sons, Inc. 2003 - 2004
Skills
Territory Management, Training Development, Presentations, Seminars, Sales Account Management, Sales Cycle Management, Direct Mail Campaigns, Strategic Marketing..., Client Relations, Client Services, Cold Calling, Sales Pipeline..., Contract Negotiations, Networking, Strategic Planning, Sales Management, Client, Sales, Employee Training, Salesforce.com, Sales Force Development, Training, SaaS, Enterprise Solution..., Marketing, Contract Negotiation, E-commerce, Solution Selling, Sales Operations, Enterprise Software, CRM, Direct Sales, Lead Generation, Enterprise Technology...
Education
UCSB 1999 — 2003
BA, Bussiness Economics w/ Emphasis in Accounting
Michael LaRosa Michael LaRosa's Morgan Stanley Smith Barney Experience June 2011 - September 2011
Job Senior Associate at Triage Consulting Group
Industry Financial Services
Experience
Triage Consulting Group July 2015 - Present
Triage Consulting Group October 2013 - July 2015
ASUCLA December 2009 - June 2013
Signature Estate & Investment Advisors, LLC April 2012 - September 2012
Morgan Stanley Smith Barney June 2011 - September 2011
Chick-fil-A June 2010 - August 2010
Skills
Sales, Networking, Market Research, Microsoft Office, Communication, Presentations, Team Leadership, Market Sizing, Marketing, Data Analysis, PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Social Media, Social Networking, Public Speaking, Research
Education
University of California, Los Angeles 2009 — 2013
Bachelor of Arts (B.A.), Psychology and Political Science
Triage Consulting Group July 2015 - Present
Triage Consulting Group October 2013 - July 2015
ASUCLA December 2009 - June 2013
Signature Estate & Investment Advisors, LLC April 2012 - September 2012
Morgan Stanley Smith Barney June 2011 - September 2011
Chick-fil-A June 2010 - August 2010
Skills
Sales, Networking, Market Research, Microsoft Office, Communication, Presentations, Team Leadership, Market Sizing, Marketing, Data Analysis, PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Social Media, Social Networking, Public Speaking, Research
Education
University of California, Los Angeles 2009 — 2013
Bachelor of Arts (B.A.), Psychology and Political Science
Gabe LeMons's Morgan Stanley Smith Barney Experience September 2010 - August 2011
Job Regional Director @ TagMyDoc
Industry Computer Software
Experience
TagMyDoc July 2015 - Present
Altegris Investments November 2013 - November 2014
Bank of America Merrill Lynch September 2011 - November 2013
Morgan Stanley Smith Barney September 2010 - August 2011
Qualcomm January 2007 - August 2010
Shelves to Drawers, Inc. December 2004 - May 2008
Skills
Series 7, Series 66, CA Insurance License, Alternative Investments, Investments, Asset Allocation, Uniform Combined State..., Mergers & Acquisitions, Financial Services, Investment Advisory, Strategic Financial..., Wealth Management, Asset Managment, Financial Analysis, Equities, Insurance, Management, Asset Management, Banking, Portfolio Management, Investment Strategies, Loans, Hedge Funds, Finance, Mutual Funds, Securities, Marketing, Retirement, Sales, Fixed Income, Strategic Planning, Series 63, Financial Planning, Business Development
Education
University of California, Santa Barbara 1999 — 2004
BS, Business Economics
La Jolla High School 1996 — 1999
TagMyDoc July 2015 - Present
Altegris Investments November 2013 - November 2014
Bank of America Merrill Lynch September 2011 - November 2013
Morgan Stanley Smith Barney September 2010 - August 2011
Qualcomm January 2007 - August 2010
Shelves to Drawers, Inc. December 2004 - May 2008
Skills
Series 7, Series 66, CA Insurance License, Alternative Investments, Investments, Asset Allocation, Uniform Combined State..., Mergers & Acquisitions, Financial Services, Investment Advisory, Strategic Financial..., Wealth Management, Asset Managment, Financial Analysis, Equities, Insurance, Management, Asset Management, Banking, Portfolio Management, Investment Strategies, Loans, Hedge Funds, Finance, Mutual Funds, Securities, Marketing, Retirement, Sales, Fixed Income, Strategic Planning, Series 63, Financial Planning, Business Development
Education
University of California, Santa Barbara 1999 — 2004
BS, Business Economics
La Jolla High School 1996 — 1999
Jason Kloss Jason Kloss's Morgan Stanley Smith Barney Experience August 2003 - February 2004
Job Top Producer and Luxury Real Estate Specialist at LIV Sotheby's International Realty
Industry Real Estate
Experience
SOTHEBY'S INTERNATIONAL REALTY October 2009 - Present
SkySpa Corporation January 1998 - Present
Flatirons Aviation and Avia Business Jet Investments + FASTeam June 1996 - Present
Morgan Stanley Smith Barney August 2003 - February 2004
Skills
Residential, Negotiation, Realty, Contract Negotiations, Land Development, Resort Development, Investment Properties, Luxury Homes, Investment Banking, Investor Relations, Celebrity Homes, Professionalism, Top Producer, Real Estate, Luxury Properties, Global Mobility, Executive Properties, Real Estate Investment, Boulder Colorado Real..., Broomfield Colorado..., Cherry Hills Real Estate, Aircraft Management, Aircraft Interior Design, Aircraft Ownership, Aircraft Detailing, Real Estate Expert, Mentor, Public Speaker, Steel Detailing, Luxury, Residential Homes, Property, Contract Negotiation, Public Speaking, Relocation, Condos, Real Estate Transactions, Real Property, Commercial Real Estate, Resorts, Investments, Sellers, Property Management, Referrals, Real Estate Development, Aircraft, Buyer Representation, Short Sales, Foreclosures, Real Estate Economics
Education
University of Colorado at Boulder 1999 — 2003
BA, Economics
University of Colorado at Boulder - Leeds School of Business 1999 — 2003
BS, Finance
SOTHEBY'S INTERNATIONAL REALTY October 2009 - Present
SkySpa Corporation January 1998 - Present
Flatirons Aviation and Avia Business Jet Investments + FASTeam June 1996 - Present
Morgan Stanley Smith Barney August 2003 - February 2004
Skills
Residential, Negotiation, Realty, Contract Negotiations, Land Development, Resort Development, Investment Properties, Luxury Homes, Investment Banking, Investor Relations, Celebrity Homes, Professionalism, Top Producer, Real Estate, Luxury Properties, Global Mobility, Executive Properties, Real Estate Investment, Boulder Colorado Real..., Broomfield Colorado..., Cherry Hills Real Estate, Aircraft Management, Aircraft Interior Design, Aircraft Ownership, Aircraft Detailing, Real Estate Expert, Mentor, Public Speaker, Steel Detailing, Luxury, Residential Homes, Property, Contract Negotiation, Public Speaking, Relocation, Condos, Real Estate Transactions, Real Property, Commercial Real Estate, Resorts, Investments, Sellers, Property Management, Referrals, Real Estate Development, Aircraft, Buyer Representation, Short Sales, Foreclosures, Real Estate Economics
Education
University of Colorado at Boulder 1999 — 2003
BA, Economics
University of Colorado at Boulder - Leeds School of Business 1999 — 2003
BS, Finance
Brandon Rusk Brandon Rusk's Morgan Stanley Smith Barney Experience January 2001 - January 2005
Job Senior Manager Financial Services at Regency Centers
Industry Real Estate
Experience
Regency Centers March 2014 - Present
Regency Centers March 2011 - Present
Regency Centers December 2006 - March 2011
Regency Centers August 2005 - December 2006
Morgan Stanley Smith Barney January 2001 - January 2005
Skills
Underwriting, Financial Analysis, Property Management, Excel, Real Estate Investment, Financial Reporting, Budgeting, Corporate Finance, Real Estate, Microsoft Excel, Mergers & Acquisitions, Finance, Budgets, Management, Organization, Real Estate Economics, Financial Modeling, Due Diligence, Asset Management, Real Estate Development, Portfolio Management
Education
University of California, Santa Barbara 1999 — 2001
BA, Economics
Regency Centers March 2014 - Present
Regency Centers March 2011 - Present
Regency Centers December 2006 - March 2011
Regency Centers August 2005 - December 2006
Morgan Stanley Smith Barney January 2001 - January 2005
Skills
Underwriting, Financial Analysis, Property Management, Excel, Real Estate Investment, Financial Reporting, Budgeting, Corporate Finance, Real Estate, Microsoft Excel, Mergers & Acquisitions, Finance, Budgets, Management, Organization, Real Estate Economics, Financial Modeling, Due Diligence, Asset Management, Real Estate Development, Portfolio Management
Education
University of California, Santa Barbara 1999 — 2001
BA, Economics
Alexa Golden-Grant Alexa Golden-Grant's Morgan Stanley Smith Barney Experience December 2006 - May 2009
Job EPIC Application Analyst
Industry Information Technology and Services
Experience
UW Medicine September 2013 - Present
UCLA Health System July 2011 - October 2013
UCLA Health System November 2010 - July 2011
Merrill Lynch May 2009 - September 2010
Morgan Stanley Smith Barney December 2006 - May 2009
Skills
Microsoft Excel, Outlook, PowerPoint, Microsoft Office, Process Improvement, Access, Analysis, Microsoft Word, Customer Service, Visio, SharePoint, Epic Systems, Team Leadership, Healthcare, Leadership, Windows, Management, Training, Healthcare Information..., Strategy
Education
University of California, Santa Barbara 2004 — 2008
Bachelor of Arts (B.A.), Business Economics
UW Medicine September 2013 - Present
UCLA Health System July 2011 - October 2013
UCLA Health System November 2010 - July 2011
Merrill Lynch May 2009 - September 2010
Morgan Stanley Smith Barney December 2006 - May 2009
Skills
Microsoft Excel, Outlook, PowerPoint, Microsoft Office, Process Improvement, Access, Analysis, Microsoft Word, Customer Service, Visio, SharePoint, Epic Systems, Team Leadership, Healthcare, Leadership, Windows, Management, Training, Healthcare Information..., Strategy
Education
University of California, Santa Barbara 2004 — 2008
Bachelor of Arts (B.A.), Business Economics
Jamie Mallory Jamie Mallory's Morgan Stanley Smith Barney Experience December 2009 - April 2010
Job Quality Assurance at id Software
Industry Financial Services
Experience
id Software October 2013 - Present
Game Developers Conference March 2009 - Present
Humane Society of Dallas July 2012 - July 2013
MetLife Group of the Southwest June 2009 - November 2012
Morgan Stanley Smith Barney December 2009 - April 2010
Skills
Quality Assurance, Video Games, Teamwork, Marketing, Microsoft Office, Photoshop, Microsoft Excel, Management, Creative Writing, Business Planning, Marketing Communications, Microsoft Word, Volunteering, Game Development, Business Analysis, Volunteer Management, Non-profit Volunteer, Public Speaking, Illustrator, Web Design, Adobe Creative Suite, Editing, Digital Photography, Mac OS, Windows, Business Strategy, Marketing Strategy, Game Design
Education
University of Central Oklahoma
Bachelor of Business Administration (B.B.A.), International Trade
Bishop McGuinness Catholic High School 1999 — 2003
High school diploma
id Software October 2013 - Present
Game Developers Conference March 2009 - Present
Humane Society of Dallas July 2012 - July 2013
MetLife Group of the Southwest June 2009 - November 2012
Morgan Stanley Smith Barney December 2009 - April 2010
Skills
Quality Assurance, Video Games, Teamwork, Marketing, Microsoft Office, Photoshop, Microsoft Excel, Management, Creative Writing, Business Planning, Marketing Communications, Microsoft Word, Volunteering, Game Development, Business Analysis, Volunteer Management, Non-profit Volunteer, Public Speaking, Illustrator, Web Design, Adobe Creative Suite, Editing, Digital Photography, Mac OS, Windows, Business Strategy, Marketing Strategy, Game Design
Education
University of Central Oklahoma
Bachelor of Business Administration (B.B.A.), International Trade
Bishop McGuinness Catholic High School 1999 — 2003
High school diploma
Jordan Qualls, CPA Jordan Qualls, CPA's Morgan Stanley Smith Barney Experience July 2009 - June 2011
Job Senior Associate at PwC
Industry Financial Services
Experience
PwC August 2011 - Present
Morgan Stanley Smith Barney July 2009 - June 2011
Skills
Auditing, Spanish, Accounting, Microsoft Excel, Financial Analysis, Internal Controls, Public Speaking
Education
University of California, Santa Barbara 2008 — 2011
PwC August 2011 - Present
Morgan Stanley Smith Barney July 2009 - June 2011
Skills
Auditing, Spanish, Accounting, Microsoft Excel, Financial Analysis, Internal Controls, Public Speaking
Education
University of California, Santa Barbara 2008 — 2011
Justin Dorfman Justin Dorfman's Morgan Stanley Smith Barney Experience March 2009 - June 2009
Job Enterprise Account Executive at Traackr
Industry Internet
Experience
Wine Owners April 2015 - Present
UNYQ May 2014 - Present
Knowtify.io January 2014 - Present
Traackr July 2011 - Present
CA Technologies July 2010 - June 2011
3tera October 2009 - July 2010
Morgan Stanley Smith Barney March 2009 - June 2009
Zeon Ltd July 2008 - September 2008
Allard Partners Management Limited June 2007 - August 2007
Skills
Cloud Computing, Direct Sales, Enterprise Software, SaaS, Business Development, Infrastructure, Positioning, PaaS, Social Media Marketing, Digital Marketing, Social Media, Social Media Strategist, Social Media Outreach, Social Media Measurement, Big Data, Angel Investing, Analytics, Start-ups, Start-up Ventures, Start-up Environment, Lean Startup, Business Alliances, Sales Process, Strategy, Business Strategy, Management, Selling, Marketing, Channel Partners, Partner Management, Strategic Partnerships, Lead Generation, Data Center, Go-to-market Strategy, Sales, Leadership, Table Tennis, Tennis
Education
University of California, Santa Cruz 2005 — 2009
Bachelor of Arts, Business Management Economics
Evert Tennis Academy
South Island School
Wine Owners April 2015 - Present
UNYQ May 2014 - Present
Knowtify.io January 2014 - Present
Traackr July 2011 - Present
CA Technologies July 2010 - June 2011
3tera October 2009 - July 2010
Morgan Stanley Smith Barney March 2009 - June 2009
Zeon Ltd July 2008 - September 2008
Allard Partners Management Limited June 2007 - August 2007
Skills
Cloud Computing, Direct Sales, Enterprise Software, SaaS, Business Development, Infrastructure, Positioning, PaaS, Social Media Marketing, Digital Marketing, Social Media, Social Media Strategist, Social Media Outreach, Social Media Measurement, Big Data, Angel Investing, Analytics, Start-ups, Start-up Ventures, Start-up Environment, Lean Startup, Business Alliances, Sales Process, Strategy, Business Strategy, Management, Selling, Marketing, Channel Partners, Partner Management, Strategic Partnerships, Lead Generation, Data Center, Go-to-market Strategy, Sales, Leadership, Table Tennis, Tennis
Education
University of California, Santa Cruz 2005 — 2009
Bachelor of Arts, Business Management Economics
Evert Tennis Academy
South Island School
Chris O'Dell Chris O'Dell's Morgan Stanley Smith Barney Experience January 2008 - June 2008
Job Manager, Digital Health Strategy and Alliances at Stanford Health Care
Industry Hospital & Health Care
Experience
Stanford Health Care September 2015 - Present
Stanford Health Care June 2014 - August 2015
Lucile Packard Children's Hospital July 2012 - June 2014
Triage Consulting Group September 2009 - July 2012
NOAA July 2008 - August 2008
Morgan Stanley Smith Barney January 2008 - June 2008
Skills
Data Analysis, Revenue Cycle, Healthcare, Microsoft Excel, Access, Medicare, Healthcare Consulting, Epic Systems, Process Improvement, Management, Analysis, Hospitals, Financial Analysis, Auditing, Excel, Healthcare Reimbursement, Healthcare improvement, Market Analysis, Workers Compensation, Hospital Operations, Medi-Cal, Vendor Management, Commercial Insurance, Contract Negotiation, Strategy, Business Valuation
Education
University of California, Los Angeles 2005 — 2009
BA, International Development Studies
Williams College 2004 — 2004
Williams-Mystic Semster Exchange, Maritime Studies, A
Stanford Health Care September 2015 - Present
Stanford Health Care June 2014 - August 2015
Lucile Packard Children's Hospital July 2012 - June 2014
Triage Consulting Group September 2009 - July 2012
NOAA July 2008 - August 2008
Morgan Stanley Smith Barney January 2008 - June 2008
Skills
Data Analysis, Revenue Cycle, Healthcare, Microsoft Excel, Access, Medicare, Healthcare Consulting, Epic Systems, Process Improvement, Management, Analysis, Hospitals, Financial Analysis, Auditing, Excel, Healthcare Reimbursement, Healthcare improvement, Market Analysis, Workers Compensation, Hospital Operations, Medi-Cal, Vendor Management, Commercial Insurance, Contract Negotiation, Strategy, Business Valuation
Education
University of California, Los Angeles 2005 — 2009
BA, International Development Studies
Williams College 2004 — 2004
Williams-Mystic Semster Exchange, Maritime Studies, A
Ryan Formanek Ryan Formanek's Morgan Stanley Smith Barney Experience October 2007 - December 2007
Job Associate Vice President at Churchill Management Group
Industry Investment Management
Experience
Churchill Management Group February 2012 - Present
Churchill Management Group March 2011 - February 2012
Churchill Management Group February 2010 - March 2011
Romero & Levin Insurance Services September 2009 - February 2010
UCLA Special Events June 2008 - September 2008
Morgan Stanley Smith Barney October 2007 - December 2007
Education
University of California, Los Angeles 2007 — 2009
B.A., Economics
Allan Hancock College 2005 — 2007
Associates, Liberal Studies
Churchill Management Group February 2012 - Present
Churchill Management Group March 2011 - February 2012
Churchill Management Group February 2010 - March 2011
Romero & Levin Insurance Services September 2009 - February 2010
UCLA Special Events June 2008 - September 2008
Morgan Stanley Smith Barney October 2007 - December 2007
Education
University of California, Los Angeles 2007 — 2009
B.A., Economics
Allan Hancock College 2005 — 2007
Associates, Liberal Studies
Morgan Sharif Morgan Sharif's Morgan Stanley Smith Barney Experience July 2007 - September 2009
Job Marketer Bootstrap Marketing
Industry Marketing and Advertising
Experience
Bootstrap Marketing June 2014 - Present
SAP January 2013 - June 2014
Morgan Stanley Smith Barney July 2007 - September 2009
Skills
Product Marketing, Marketing, Research, Event Planning, PowerPoint, Customer Service, Analytics, Microsoft Excel, Microsoft Office, Data Analysis, Facebook, Microsoft Word, Photoshop, Windows, Social Media
Education
University of California, Santa Cruz 2007 — 2012
Bachelor of Arts (B.A.), Psychology (Intensive)
Summit Prep Charter HS 2003 — 2007
Bootstrap Marketing June 2014 - Present
SAP January 2013 - June 2014
Morgan Stanley Smith Barney July 2007 - September 2009
Skills
Product Marketing, Marketing, Research, Event Planning, PowerPoint, Customer Service, Analytics, Microsoft Excel, Microsoft Office, Data Analysis, Facebook, Microsoft Word, Photoshop, Windows, Social Media
Education
University of California, Santa Cruz 2007 — 2012
Bachelor of Arts (B.A.), Psychology (Intensive)
Summit Prep Charter HS 2003 — 2007
Mike Arnett's Morgan Stanley Smith Barney Experience January 1999 - October 2001
Job Business Systems Analyst at Express Scripts
Industry Pharmaceuticals
Experience
Express Scripts August 2013 - Present
Express Scripts March 2006 - July 2013
CuraScript, Inc. An Express Scripts Co. August 2005 - March 2006
CuraScript, Inc. An Express Scripts Co. May 2002 - August 2005
Morgan Stanley Smith Barney January 1999 - October 2001
Skills
Software Documentation, Visio, SharePoint, Technical Writing, SnagIt, FrameMaker, Technical Documentation, Instructional Design, Call Centers, Quality Assurance, Editing, Newsletters, Pharmacy Benefit..., RoboHelp, Captivate, Analysis, Online Help, Pharmaceutical Industry, Corporate Communications, Microsoft Word, Outlook, PowerPoint, Performance Metrics, SQL Report Writing, Pivot Tables, Tableau, Process Improvement, Managed Care, Cross-functional Team..., Project Management, Healthcare, Leadership
Education
University of Central Florida 1994 — 1996
Bachelor of Arts (B.A.), Creative Writing
Express Scripts August 2013 - Present
Express Scripts March 2006 - July 2013
CuraScript, Inc. An Express Scripts Co. August 2005 - March 2006
CuraScript, Inc. An Express Scripts Co. May 2002 - August 2005
Morgan Stanley Smith Barney January 1999 - October 2001
Skills
Software Documentation, Visio, SharePoint, Technical Writing, SnagIt, FrameMaker, Technical Documentation, Instructional Design, Call Centers, Quality Assurance, Editing, Newsletters, Pharmacy Benefit..., RoboHelp, Captivate, Analysis, Online Help, Pharmaceutical Industry, Corporate Communications, Microsoft Word, Outlook, PowerPoint, Performance Metrics, SQL Report Writing, Pivot Tables, Tableau, Process Improvement, Managed Care, Cross-functional Team..., Project Management, Healthcare, Leadership
Education
University of Central Florida 1994 — 1996
Bachelor of Arts (B.A.), Creative Writing
Steve Wu's Morgan Stanley Smith Barney Experience March 2011 - May 2011
Job Product @ Scopely
Industry Internet
Experience
Scopely June 2014 - Present
Moelis & Company July 2013 - June 2014
Undergraduate Business Society (UBS) May 2012 - June 2013
Citi June 2012 - August 2012
The Walt Disney Company May 2011 - April 2012
Morgan Stanley Smith Barney March 2011 - May 2011
Skills
Product Management, Business Strategy, Project Management, User Experience, Data Analysis, Game Development, Mobile Games, Monetization, Valuation, Product Design, Financial Analysis, Venture Capital, Business Analysis
Education
University of California, Los Angeles 2009 — 2013
BA, Business Economics
Peninsula High School 2005 — 2009
High School Diploma
Scopely June 2014 - Present
Moelis & Company July 2013 - June 2014
Undergraduate Business Society (UBS) May 2012 - June 2013
Citi June 2012 - August 2012
The Walt Disney Company May 2011 - April 2012
Morgan Stanley Smith Barney March 2011 - May 2011
Skills
Product Management, Business Strategy, Project Management, User Experience, Data Analysis, Game Development, Mobile Games, Monetization, Valuation, Product Design, Financial Analysis, Venture Capital, Business Analysis
Education
University of California, Los Angeles 2009 — 2013
BA, Business Economics
Peninsula High School 2005 — 2009
High School Diploma
Monica Carney Monica Carney's Morgan Stanley Smith Barney Experience October 2011 - Present
Job Registered Service Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 2011 - Present
Morgan Stanley Smith Barney June 2009 - October 2011
Morgan Stanley September 2008 - June 2009
Morgan Stanley December 2007 - September 2008
Morgan Stanley July 2005 - December 2007
Morgan Stanley August 2004 - July 2005
Skills
Word, Microsoft Office, Excel, Data Analysis, Research, Microsoft Word, PowerPoint
Education
University of California, Santa Cruz 2000 — 2004
BA, Business Management Economics
Bonita High School 1996 — 2000
Morgan Stanley Smith Barney October 2011 - Present
Morgan Stanley Smith Barney June 2009 - October 2011
Morgan Stanley September 2008 - June 2009
Morgan Stanley December 2007 - September 2008
Morgan Stanley July 2005 - December 2007
Morgan Stanley August 2004 - July 2005
Skills
Word, Microsoft Office, Excel, Data Analysis, Research, Microsoft Word, PowerPoint
Education
University of California, Santa Cruz 2000 — 2004
BA, Business Management Economics
Bonita High School 1996 — 2000
Robert Perry Jr.'s Morgan Stanley Smith Barney Experience January 2004 - November 2004
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors November 2006 - Present
Morgan Stanley Smith Barney January 2004 - November 2004
Skills
Portfolio Management
Education
The American College 2011 — 2015
CFP, CFP
University of Central Florida - College of Business Administration 2001 — 2005
BSBA, Finance
Swampscott High School 1998 — 2001
AXA Advisors November 2006 - Present
Morgan Stanley Smith Barney January 2004 - November 2004
Skills
Portfolio Management
Education
The American College 2011 — 2015
CFP, CFP
University of Central Florida - College of Business Administration 2001 — 2005
BSBA, Finance
Swampscott High School 1998 — 2001
Ali Zamani, CFS Ali Zamani, CFS's Morgan Stanley Smith Barney Experience February 2008 - October 2012
Job CFO & CoFounder at Steel Peak Wealth Management, LLC
Industry Financial Services
Experience
Steel Peak Wealth Management, LLC October 2012 - Present
Morgan Stanley Smith Barney February 2008 - October 2012
UBS January 2005 - February 2008
Education
UCSB 1999 — 2003
Bachelor of Arts (BA), Economics
Steel Peak Wealth Management, LLC October 2012 - Present
Morgan Stanley Smith Barney February 2008 - October 2012
UBS January 2005 - February 2008
Education
UCSB 1999 — 2003
Bachelor of Arts (BA), Economics
Stephen Gundee's Morgan Stanley Smith Barney Experience May 2003 - December 2003
Job Leveraging the Power of the Network
Industry Internet
Experience
LinkedIn January 2015 - Present
LinkedIn January 2012 - December 2014
LinkedIn August 2010 - January 2012
Sole Proprietor March 2010 - August 2010
Foresite Realty Partners, LLC June 2007 - March 2010
Marcus & Millichap October 2005 - June 2007
Morgan Stanley Smith Barney May 2003 - December 2003
Skills
SaaS, Sales Presentations, Solution Selling, Social Media, Salesforce.com, Sales Process, Enterprise Software, Key Account Management, Recruiting, Customer Service, Financial Modeling, Financial Analysis, Public Speaking, Direct Sales, Mentoring, Account Management, Sales, Customer Relations
Education
University of Colorado at Boulder 2002 — 2004
BA, Economics
University of Illinois at Urbana-Champaign 1999 — 2002
LinkedIn January 2015 - Present
LinkedIn January 2012 - December 2014
LinkedIn August 2010 - January 2012
Sole Proprietor March 2010 - August 2010
Foresite Realty Partners, LLC June 2007 - March 2010
Marcus & Millichap October 2005 - June 2007
Morgan Stanley Smith Barney May 2003 - December 2003
Skills
SaaS, Sales Presentations, Solution Selling, Social Media, Salesforce.com, Sales Process, Enterprise Software, Key Account Management, Recruiting, Customer Service, Financial Modeling, Financial Analysis, Public Speaking, Direct Sales, Mentoring, Account Management, Sales, Customer Relations
Education
University of Colorado at Boulder 2002 — 2004
BA, Economics
University of Illinois at Urbana-Champaign 1999 — 2002
Kara Hoag's Morgan Stanley Smith Barney Experience March 2007 - January 2012
Job Office Coordinator & Executive Assistant to CEO at Holy Cross Hospital
Industry Financial Services
Experience
Holy Cross Hospital January 2012 - Present
Morgan Stanley Smith Barney March 2007 - January 2012
TeamHealth January 2007 - March 2007
Holy Cross Hospital August 2005 - January 2007
Skills
PeopleSoft, Microsoft Office, Outlook, Word, PowerPoint, Event Planning, Excel, Customer Service, Customer Relations, Employee Relations, Event Management, Public Speaking, Budgeting, Problem Solving, Administration, Hiring, Team Building, Social Media, Fundraising, Microsoft Excel, Microsoft Word, Training, Budgets, Human Resources, Recruiting, Healthcare, Leadership, Community Outreach, Nonprofits, Social Networking, Teamwork, Management, Hospitals, Process Improvement, Time Management, Public Relations, HIPAA, Onboarding, Data Entry
Education
University of Central Florida 2001 — 2005
Bachelors of Arts, Interpersonal Communications
Holy Cross Hospital January 2012 - Present
Morgan Stanley Smith Barney March 2007 - January 2012
TeamHealth January 2007 - March 2007
Holy Cross Hospital August 2005 - January 2007
Skills
PeopleSoft, Microsoft Office, Outlook, Word, PowerPoint, Event Planning, Excel, Customer Service, Customer Relations, Employee Relations, Event Management, Public Speaking, Budgeting, Problem Solving, Administration, Hiring, Team Building, Social Media, Fundraising, Microsoft Excel, Microsoft Word, Training, Budgets, Human Resources, Recruiting, Healthcare, Leadership, Community Outreach, Nonprofits, Social Networking, Teamwork, Management, Hospitals, Process Improvement, Time Management, Public Relations, HIPAA, Onboarding, Data Entry
Education
University of Central Florida 2001 — 2005
Bachelors of Arts, Interpersonal Communications
Glenn Gray's Morgan Stanley Smith Barney Experience November 2011 - June 2012
Job Field Sales Engineer at Linear Technology
Industry Semiconductors
Experience
Linear Technology May 2015 - Present
Caltron Components September 2012 - May 2015
Silicon Valley Tutors December 2010 - May 2015
Aim High Foundation June 2012 - August 2012
Morgan Stanley Smith Barney November 2011 - June 2012
UC Santa Cruz February 2007 - September 2010
UC Santa Cruz September 2008 - January 2010
Bin Chen Research Lab at NASA Ames June 2008 - September 2008
UC Santa Cruz September 2004 - June 2008
Venoco June 2007 - August 2007
Skills
Physics, Science, Laboratory, Teaching, Data Analysis, Semiconductors, Nanoparticles, Sales, Research, Spectroscopy, AFM, Mathematica, Account Management, R&D, Statistics, Supply Chain Management, Materials, Simulations, LaTeX, Electronics, Thin Films, Salesforce.com, Sales Operations, SAP CRM, DC-DC, MOSFET, Contract Manufacturing, Managing Distribution..., Demand Generation
Education
University of California, Santa Cruz 2008 — 2010
M.S., Physics
University of California, Santa Cruz 2003 — 2008
Bachelor of Science (B.S.), Physics and Minor in Math
Linear Technology May 2015 - Present
Caltron Components September 2012 - May 2015
Silicon Valley Tutors December 2010 - May 2015
Aim High Foundation June 2012 - August 2012
Morgan Stanley Smith Barney November 2011 - June 2012
UC Santa Cruz February 2007 - September 2010
UC Santa Cruz September 2008 - January 2010
Bin Chen Research Lab at NASA Ames June 2008 - September 2008
UC Santa Cruz September 2004 - June 2008
Venoco June 2007 - August 2007
Skills
Physics, Science, Laboratory, Teaching, Data Analysis, Semiconductors, Nanoparticles, Sales, Research, Spectroscopy, AFM, Mathematica, Account Management, R&D, Statistics, Supply Chain Management, Materials, Simulations, LaTeX, Electronics, Thin Films, Salesforce.com, Sales Operations, SAP CRM, DC-DC, MOSFET, Contract Manufacturing, Managing Distribution..., Demand Generation
Education
University of California, Santa Cruz 2008 — 2010
M.S., Physics
University of California, Santa Cruz 2003 — 2008
Bachelor of Science (B.S.), Physics and Minor in Math
Nicholas Brand's Morgan Stanley Smith Barney Experience June 2006 - March 2011
Job
Industry Financial Services
Experience
BDT & Company July 2015 - Present
The Chicago Council on Global Affairs July 2014 - July 2015
The Chicago Council on Global Affairs November 2011 - July 2014
Barclays Wealth March 2011 - November 2011
Morgan Stanley Smith Barney June 2006 - March 2011
Education
University of Chicago 2004 — 2005
Master of Arts (M.A.)
University of Vermont 2000 — 2004
Bachelor of Arts (B.A.)
University of Cape Town 2002 — 2002
BDT & Company July 2015 - Present
The Chicago Council on Global Affairs July 2014 - July 2015
The Chicago Council on Global Affairs November 2011 - July 2014
Barclays Wealth March 2011 - November 2011
Morgan Stanley Smith Barney June 2006 - March 2011
Education
University of Chicago 2004 — 2005
Master of Arts (M.A.)
University of Vermont 2000 — 2004
Bachelor of Arts (B.A.)
University of Cape Town 2002 — 2002
Brianne Squibb Brianne Squibb's Morgan Stanley Smith Barney Experience September 2007 - July 2011
Job
Industry Financial Services
Experience
UBS July 2011 - August 2012
Morgan Stanley Smith Barney September 2007 - July 2011
Morgan Stanley Smith Barney June 2003 - September 2007
Education
University of Cincinnati College of Business 1998 — 2002
Bachelor of Business Administration (B.B.A.), International Finance
UBS July 2011 - August 2012
Morgan Stanley Smith Barney September 2007 - July 2011
Morgan Stanley Smith Barney June 2003 - September 2007
Education
University of Cincinnati College of Business 1998 — 2002
Bachelor of Business Administration (B.B.A.), International Finance
Michael Durkheimer Michael Durkheimer's Morgan Stanley Smith Barney Experience March 2009 - May 2009
Job Associate at BakerHostetler
Industry Law Practice
Experience
Baker & Hostetler LLP October 2013 - Present
Baker & Hostetler LLP May 2012 - August 2012
Hon. Thomas B. Donovan, U.S. Bankruptcy Court, Central District of California January 2012 - April 2012
FOX, FX Channel, Fox Cable Networks August 2011 - November 2011
PETA June 2011 - August 2011
happier.com June 2009 - January 2010
Morgan Stanley Smith Barney March 2009 - May 2009
University of Pennsylvania June 2008 - September 2008
Skills
Problem Solving, Legal Research, Legal Writing, Analysis, Strategy, Risk Assessment, Teamwork, Consumer Psychology, Marketing Research, Lexis, Westlaw
Education
University of California, Los Angeles - School of Law 2010 — 2013
J.D.
University of Pennsylvania 2005 — 2009
BA, Philosophy, Politics, and Economics
University of Pennsylvania - The Wharton School 2005 — 2009
Minor, Consumer Psychology
Jesuit High School 2001 — 2005
Baker & Hostetler LLP October 2013 - Present
Baker & Hostetler LLP May 2012 - August 2012
Hon. Thomas B. Donovan, U.S. Bankruptcy Court, Central District of California January 2012 - April 2012
FOX, FX Channel, Fox Cable Networks August 2011 - November 2011
PETA June 2011 - August 2011
happier.com June 2009 - January 2010
Morgan Stanley Smith Barney March 2009 - May 2009
University of Pennsylvania June 2008 - September 2008
Skills
Problem Solving, Legal Research, Legal Writing, Analysis, Strategy, Risk Assessment, Teamwork, Consumer Psychology, Marketing Research, Lexis, Westlaw
Education
University of California, Los Angeles - School of Law 2010 — 2013
J.D.
University of Pennsylvania 2005 — 2009
BA, Philosophy, Politics, and Economics
University of Pennsylvania - The Wharton School 2005 — 2009
Minor, Consumer Psychology
Jesuit High School 2001 — 2005
Dave Lair's Morgan Stanley Smith Barney Experience 2004 - 2005
Job Senior Account Manager at Google
Industry Marketing and Advertising
Experience
Google February 2013 - Present
Channel Intelligence October 2011 - February 2013
Orlando Golf Blogger March 2008 - January 2013
FIS Bankway March 2009 - October 2010
Metavante August 2007 - March 2009
Best Buy October 2006 - August 2007
Best Buy May 2006 - October 2006
Best Buy November 2005 - May 2006
Best Buy July 2004 - November 2005
Morgan Stanley Smith Barney 2004 - 2005
Skills
SEO, Social Media Marketing, Marketing Strategy, SEM, Sales, Marketing, Social Media, Management, Golf, Online Advertising, Retail, Customer Service, Sports, Account Management, Email Marketing, Social Networking, Online Marketing, Advertising, Strategic Planning, Coaching, Merchandising, Entrepreneurship, B2B, Web Analytics, E-commerce, Leadership, Sales Process, Public Relations, Web Marketing, Training, Marketing Communications, Business Planning, Analysis, Google Analytics, Google Adwords, Google Webmaster Tools, Google Shopping
Education
University of Central Florida 2005 — 2007
BSBA, MIS
Valencia College 2002 — 2004
AA, General
Google February 2013 - Present
Channel Intelligence October 2011 - February 2013
Orlando Golf Blogger March 2008 - January 2013
FIS Bankway March 2009 - October 2010
Metavante August 2007 - March 2009
Best Buy October 2006 - August 2007
Best Buy May 2006 - October 2006
Best Buy November 2005 - May 2006
Best Buy July 2004 - November 2005
Morgan Stanley Smith Barney 2004 - 2005
Skills
SEO, Social Media Marketing, Marketing Strategy, SEM, Sales, Marketing, Social Media, Management, Golf, Online Advertising, Retail, Customer Service, Sports, Account Management, Email Marketing, Social Networking, Online Marketing, Advertising, Strategic Planning, Coaching, Merchandising, Entrepreneurship, B2B, Web Analytics, E-commerce, Leadership, Sales Process, Public Relations, Web Marketing, Training, Marketing Communications, Business Planning, Analysis, Google Analytics, Google Adwords, Google Webmaster Tools, Google Shopping
Education
University of Central Florida 2005 — 2007
BSBA, MIS
Valencia College 2002 — 2004
AA, General
Alex Finkel's Morgan Stanley Smith Barney Experience August 2007 - March 2008
Job Director of Partnerships
Industry Internet
Experience
inMarket August 2015 - Present
ROXIMITY May 2012 - August 2015
Off The Quad July 2008 - April 2012
Charles Schwab July 2008 - December 2009
Morgan Stanley Smith Barney August 2007 - March 2008
Skills
Social Media, Social Media Marketing, Marketing Strategy, Start-ups, Online Advertising, Entrepreneurship, Digital Marketing, Business Strategy, New Business Development, Business Development, Analytics, Email Marketing, Product Management, Marketing, Early-stage Startups, Strategy, Digital Strategy, Mobile Applications, Strategic Partnerships, Mobile Advertising, Brand Development, Account Management, Mobile Marketing, Digital Media, Online Marketing, Lead Generation
Education
University of Colorado at Boulder
Economics
inMarket August 2015 - Present
ROXIMITY May 2012 - August 2015
Off The Quad July 2008 - April 2012
Charles Schwab July 2008 - December 2009
Morgan Stanley Smith Barney August 2007 - March 2008
Skills
Social Media, Social Media Marketing, Marketing Strategy, Start-ups, Online Advertising, Entrepreneurship, Digital Marketing, Business Strategy, New Business Development, Business Development, Analytics, Email Marketing, Product Management, Marketing, Early-stage Startups, Strategy, Digital Strategy, Mobile Applications, Strategic Partnerships, Mobile Advertising, Brand Development, Account Management, Mobile Marketing, Digital Media, Online Marketing, Lead Generation
Education
University of Colorado at Boulder
Economics
Jason Owyang Jason Owyang's Morgan Stanley Smith Barney Experience May 2003 - April 2010
Job Certified Financial Planner®
Industry Financial Services
Experience
Fidelity Investments November 2012 - Present
Centaurus Financial® April 2010 - November 2012
Morgan Stanley Smith Barney May 2003 - April 2010
AT&T 2002 - 2003
Akamai Technologies 2000 - 2002
Skills
Financial Planning, Portfolio Management, Asset Management, Retirement Income..., 401k Rollovers, Fixed Income, Term Life Insurance, College Savings Plans, Health Insurance, Wealth Preservation..., Estate Planning, IRA Rollovers, Investment Advisory, Alternative Investments, Retirement Plan..., Retirement Planning, Risk Management, Philanthropy
Education
UC San Diego 1994 — 1998
BA
Fidelity Investments November 2012 - Present
Centaurus Financial® April 2010 - November 2012
Morgan Stanley Smith Barney May 2003 - April 2010
AT&T 2002 - 2003
Akamai Technologies 2000 - 2002
Skills
Financial Planning, Portfolio Management, Asset Management, Retirement Income..., 401k Rollovers, Fixed Income, Term Life Insurance, College Savings Plans, Health Insurance, Wealth Preservation..., Estate Planning, IRA Rollovers, Investment Advisory, Alternative Investments, Retirement Plan..., Retirement Planning, Risk Management, Philanthropy
Education
UC San Diego 1994 — 1998
BA
Josephti Cruz Gonda Josephti Cruz Gonda's Morgan Stanley Smith Barney Experience September 2008 - April 2010
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2012 - Present
Chase Private Client June 2010 - September 2012
Morgan Stanley Smith Barney September 2008 - April 2010
AllianceBernstein January 2008 - July 2008
AllianceBernstein April 2007 - December 2007
AllianceBernstein November 2005 - April 2007
AllianceBernstein 2004 - October 2005
AllianceBernstein May 2003 - 2004
Bernstein Investment Research and Management 2002 - April 2003
Bernstein Investment Research and Management August 1999 - 2002
Skills
Wealth Management, Investments, Asset Allocation, Investment Strategies, Portfolio Management, Fixed Income, Retirement Planning, Hedge Funds, Strategic Financial..., Business Analysis, Financial Services, CRM
Education
University of California, Los Angeles 1994 — 1998
BA, Psychology, Business Administration
TIAA-CREF September 2012 - Present
Chase Private Client June 2010 - September 2012
Morgan Stanley Smith Barney September 2008 - April 2010
AllianceBernstein January 2008 - July 2008
AllianceBernstein April 2007 - December 2007
AllianceBernstein November 2005 - April 2007
AllianceBernstein 2004 - October 2005
AllianceBernstein May 2003 - 2004
Bernstein Investment Research and Management 2002 - April 2003
Bernstein Investment Research and Management August 1999 - 2002
Skills
Wealth Management, Investments, Asset Allocation, Investment Strategies, Portfolio Management, Fixed Income, Retirement Planning, Hedge Funds, Strategic Financial..., Business Analysis, Financial Services, CRM
Education
University of California, Los Angeles 1994 — 1998
BA, Psychology, Business Administration
Eliza Girty Eliza Girty's Morgan Stanley Smith Barney Experience May 2012 - July 2012
Job Joining Trafigura's Graduate Program in Montevideo, Uruguay in September 2015
Industry Mining & Metals
Experience
MJLF & Associates October 2014 - October 2014
Deutsche Bank June 2014 - August 2014
FairWinds Partners LLC June 2012 - July 2012
Morgan Stanley Smith Barney May 2012 - July 2012
U.S. Department of Commerce November 2011 - April 2012
The Eurasia Center August 2011 - December 2011
Aqueduct PLC June 2011 - July 2011
Skills
International Relations, Research, Business Development, Program Management, Social Media, Editing, Microsoft Excel, PowerPoint, Microsoft Office, Social Networking
Education
University of Pennsylvania 2012 — 2015
Bachelor of Arts (B.A.), International Relations
University of Cape Town 2013 — 2013
Semester Study Abroad, International Relations, History
The George Washington University Honors Program 2010 — 2012
International Affairs: Concentration in Economics, International Trade & Environmental Resources, Attended for Freshman & Sophomore years
Saint Georges School
The Williams School
MJLF & Associates October 2014 - October 2014
Deutsche Bank June 2014 - August 2014
FairWinds Partners LLC June 2012 - July 2012
Morgan Stanley Smith Barney May 2012 - July 2012
U.S. Department of Commerce November 2011 - April 2012
The Eurasia Center August 2011 - December 2011
Aqueduct PLC June 2011 - July 2011
Skills
International Relations, Research, Business Development, Program Management, Social Media, Editing, Microsoft Excel, PowerPoint, Microsoft Office, Social Networking
Education
University of Pennsylvania 2012 — 2015
Bachelor of Arts (B.A.), International Relations
University of Cape Town 2013 — 2013
Semester Study Abroad, International Relations, History
The George Washington University Honors Program 2010 — 2012
International Affairs: Concentration in Economics, International Trade & Environmental Resources, Attended for Freshman & Sophomore years
Saint Georges School
The Williams School
Piet Aldrich, CRPC® Piet Aldrich, CRPC®'s Morgan Stanley Smith Barney Experience January 2005 - February 2009
Job Vice President Wealth Management, CRPC UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. February 2009 - Present
Morgan Stanley Smith Barney January 2005 - February 2009
Self Employed 1999 - 2004
Association of Tennis Professionals 1987 - 1993
Skills
Finance, Wealth Management
Education
University of California, San Diego 1995 — 1998
B.S., Computer Science
University of Miami
UBS Financial Services, Inc. February 2009 - Present
Morgan Stanley Smith Barney January 2005 - February 2009
Self Employed 1999 - 2004
Association of Tennis Professionals 1987 - 1993
Skills
Finance, Wealth Management
Education
University of California, San Diego 1995 — 1998
B.S., Computer Science
University of Miami
Kaitlyn Iwashita Kaitlyn Iwashita's Morgan Stanley Smith Barney Experience June 2011 - September 2011
Job Marketing Associate at LOYAL3
Industry Marketing and Advertising
Experience
LOYAL3 April 2014 - Present
AdMarvel September 2013 - April 2014
Davies September 2012 - November 2012
Morgan Stanley Smith Barney June 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Morningstar, PowerPoint, Social Media, Marketing, Facebook, Research, Project Management, Advertising, Editing, Data Analysis, Public Speaking
Education
UCSB 2011 — 2013
Bachelor of Arts (B.A.), Economics
UC Merced 2009 — 2011
LOYAL3 April 2014 - Present
AdMarvel September 2013 - April 2014
Davies September 2012 - November 2012
Morgan Stanley Smith Barney June 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Morningstar, PowerPoint, Social Media, Marketing, Facebook, Research, Project Management, Advertising, Editing, Data Analysis, Public Speaking
Education
UCSB 2011 — 2013
Bachelor of Arts (B.A.), Economics
UC Merced 2009 — 2011
Michael Boales's Morgan Stanley Smith Barney Experience 2010 - 2012
Job Workout Anytime Club Owner at Workout Anytime Franchising Systems, LLC
Industry Financial Services
Experience
Workout Anytime Franchising Systems, LLC December 2012 - Present
Morgan Stanley Smith Barney 2010 - 2012
Skills
Financial Analysis, Securities, Asset Allocation, Investment Advisory, Portfolio Management, Cold Calling, Investments, Stock Management
Education
University of Central Florida 2009 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Workout Anytime Franchising Systems, LLC December 2012 - Present
Morgan Stanley Smith Barney 2010 - 2012
Skills
Financial Analysis, Securities, Asset Allocation, Investment Advisory, Portfolio Management, Cold Calling, Investments, Stock Management
Education
University of Central Florida 2009 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Brandi Howell Brandi Howell's Morgan Stanley Smith Barney Experience September 2007 - July 2010
Job Director of Technology at Dicker Fitzpatrick Financial & Insurance Services
Industry Financial Services
Experience
Dicker Fitzpatrick Financial & Insurance Services November 2012 - Present
Northwestern Mutual January 2012 - November 2012
Real Medicine Foundation October 2009 - April 2011
Morgan Stanley Smith Barney September 2007 - July 2010
WowTools, Inc March 2007 - October 2007
ERA August 2005 - March 2007
Skills
Investments, Strategic Financial..., Asset Allocation, Estate Planning, Benefits Design
Education
University of California, Santa Barbara 2002 — 2004
MA, French Literature
University of California, Santa Barbara
BA, French
Dicker Fitzpatrick Financial & Insurance Services November 2012 - Present
Northwestern Mutual January 2012 - November 2012
Real Medicine Foundation October 2009 - April 2011
Morgan Stanley Smith Barney September 2007 - July 2010
WowTools, Inc March 2007 - October 2007
ERA August 2005 - March 2007
Skills
Investments, Strategic Financial..., Asset Allocation, Estate Planning, Benefits Design
Education
University of California, Santa Barbara 2002 — 2004
MA, French Literature
University of California, Santa Barbara
BA, French
Rhonda Wagner, CFP®, ChFC® Rhonda Wagner, CFP®, ChFC®'s Morgan Stanley Smith Barney Experience May 2002 - October 2011
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2011 - Present
Morgan Stanley Smith Barney May 2002 - October 2011
Education
University of Colorado at Boulder 1971 — 1975
Bachelor of Arts, Foreign Language - Italian
Ameriprise Financial Services, Inc. October 2011 - Present
Morgan Stanley Smith Barney May 2002 - October 2011
Education
University of Colorado at Boulder 1971 — 1975
Bachelor of Arts, Foreign Language - Italian
Yvar Geerman Yvar Geerman's Morgan Stanley Smith Barney Experience May 2011 - August 2011
Job Front Desk Supervisor at Crowne Plaza® Hotels & Resorts
Industry Banking
Experience
Crowne Plaza® Hotels & Resorts April 2015 - August 2015
Crowne Plaza® Hotels & Resorts November 2014 - April 2015
Holiday Inn October 2013 - April 2014
Holiday Inn West Little Rock May 2013 - October 2013
University of Central Missouri January 2012 - May 2013
Morgan Stanley Smith Barney May 2011 - August 2011
UCA: Torreyson Library October 2006 - May 2011
Morgan Keegan June 2009 - August 2009
Education
University of Central Missouri 2011 — 2013
Master of Science, Industrial Management
University of Central Arkansas 2006 — 2010
dual degree, Business Administration and Spanish
Crowne Plaza® Hotels & Resorts April 2015 - August 2015
Crowne Plaza® Hotels & Resorts November 2014 - April 2015
Holiday Inn October 2013 - April 2014
Holiday Inn West Little Rock May 2013 - October 2013
University of Central Missouri January 2012 - May 2013
Morgan Stanley Smith Barney May 2011 - August 2011
UCA: Torreyson Library October 2006 - May 2011
Morgan Keegan June 2009 - August 2009
Education
University of Central Missouri 2011 — 2013
Master of Science, Industrial Management
University of Central Arkansas 2006 — 2010
dual degree, Business Administration and Spanish
Barry Reid Barry Reid's Morgan Stanley Smith Barney Experience November 1981 - February 1982
Job Owner, Financial Design Group, Inc.
Industry Financial Services
Experience
Financial Design Group, Inc. August 1994 - Present
LPL Financial August 1994 - Present
Waddell & Reed March 1983 - July 1994
Morgan Stanley Smith Barney November 1981 - February 1982
Skills
Investments, Retirement Planning, Retirement, Strategic Financial..., Fixed Annuities, Asset Managment, Insurance, Investment Advisory, Mutual Funds, Wealth Management, Series 7, Estate Planning, Small Business, Securities, Asset Allocation, Disability Insurance, Portfolio Management, Series 63, Public Speaking, Real Estate, Strategic Planning, Non-profits, 401k, Coaching, Alternative Investments, Employee Benefits, Health Insurance, Investment Strategies, Life Insurance, Asset Management, Financial Planning, Nonprofits
Education
University of California, Los Angeles 1975 — 1979
BA, History, Political Science
Hoover High School 1973 — 1975
Graduated, College Prep
Financial Design Group, Inc. August 1994 - Present
LPL Financial August 1994 - Present
Waddell & Reed March 1983 - July 1994
Morgan Stanley Smith Barney November 1981 - February 1982
Skills
Investments, Retirement Planning, Retirement, Strategic Financial..., Fixed Annuities, Asset Managment, Insurance, Investment Advisory, Mutual Funds, Wealth Management, Series 7, Estate Planning, Small Business, Securities, Asset Allocation, Disability Insurance, Portfolio Management, Series 63, Public Speaking, Real Estate, Strategic Planning, Non-profits, 401k, Coaching, Alternative Investments, Employee Benefits, Health Insurance, Investment Strategies, Life Insurance, Asset Management, Financial Planning, Nonprofits
Education
University of California, Los Angeles 1975 — 1979
BA, History, Political Science
Hoover High School 1973 — 1975
Graduated, College Prep
Tom Caplan Tom Caplan's Morgan Stanley Smith Barney Experience August 2009 - August 2010
Job Industrial Brokerage Services at CBRE
Industry Real Estate
Experience
CBRE April 2011 - Present
Consolidated Analytic August 2010 - March 2011
Morgan Stanley Smith Barney August 2009 - August 2010
Skills
Real Estate Economics, Brokerage, Real Estate, Corporate Real Estate, Disposition, Real Estate Development, Leases, Valuation, Location Intelligence, Commercial Real Estate, Investment Properties, Real Estate Transactions, Real Estate Financing, Tenant, Tenant Representation, Due Diligence, Lease Negotiations, Landlords, Investments, Entitlements, Lease Administration, Asset Management, Dispositions
Education
University of California, San Diego 2005 — 2009
Bachelor of Arts (B.A.), Economics
Mission Viejo High School 2001 — 2005
Economics
CBRE April 2011 - Present
Consolidated Analytic August 2010 - March 2011
Morgan Stanley Smith Barney August 2009 - August 2010
Skills
Real Estate Economics, Brokerage, Real Estate, Corporate Real Estate, Disposition, Real Estate Development, Leases, Valuation, Location Intelligence, Commercial Real Estate, Investment Properties, Real Estate Transactions, Real Estate Financing, Tenant, Tenant Representation, Due Diligence, Lease Negotiations, Landlords, Investments, Entitlements, Lease Administration, Asset Management, Dispositions
Education
University of California, San Diego 2005 — 2009
Bachelor of Arts (B.A.), Economics
Mission Viejo High School 2001 — 2005
Economics
Aaron Deedon, CIMA Aaron Deedon, CIMA's Morgan Stanley Smith Barney Experience August 2010 - March 2014
Job Regional Vice President, Mutual Fund Specialist at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company July 2015 - Present
Wells Fargo March 2014 - Present
Morgan Stanley Smith Barney August 2010 - March 2014
Transamerica January 2009 - August 2010
AllianceBernstein April 2006 - October 2008
Merrill Lynch April 2000 - April 2006
SunAmerica Inc 1998 - 2000
Education
University of California, Los Angeles 1995 — 1997
Pacific Life Insurance Company July 2015 - Present
Wells Fargo March 2014 - Present
Morgan Stanley Smith Barney August 2010 - March 2014
Transamerica January 2009 - August 2010
AllianceBernstein April 2006 - October 2008
Merrill Lynch April 2000 - April 2006
SunAmerica Inc 1998 - 2000
Education
University of California, Los Angeles 1995 — 1997
Mark Konitsch Mark Konitsch's Morgan Stanley Smith Barney Experience April 2011 - July 2011
Job Finance Director
Industry Packaging and Containers
Experience
Quality Associates Inc. December 2014 - Present
Quality Associates Inc. July 2014 - December 2014
Quality Associates Inc. October 2011 - July 2014
Meritain Health August 2011 - October 2011
Morgan Stanley Smith Barney April 2011 - July 2011
University of Cincinnati March 2011 - June 2011
Barrett Cancer Center, University Hospital August 2010 - June 2011
Skills
Finance, Microsoft Excel, Forecasting, Accounting, Financial Reporting, Budgets, General Ledger, Accounts Payable, Access
Education
University of Cincinnati 2007 — 2011
Bachelor of Business Administration, Finance
Quality Associates Inc. December 2014 - Present
Quality Associates Inc. July 2014 - December 2014
Quality Associates Inc. October 2011 - July 2014
Meritain Health August 2011 - October 2011
Morgan Stanley Smith Barney April 2011 - July 2011
University of Cincinnati March 2011 - June 2011
Barrett Cancer Center, University Hospital August 2010 - June 2011
Skills
Finance, Microsoft Excel, Forecasting, Accounting, Financial Reporting, Budgets, General Ledger, Accounts Payable, Access
Education
University of Cincinnati 2007 — 2011
Bachelor of Business Administration, Finance
Daven Bhavsar Daven Bhavsar's Morgan Stanley Smith Barney Experience October 2007 - November 2012
Job Kennedy Wilson
Industry Real Estate
Experience
Kennedy Wilson February 2014 - Present
UBS Wealth Management November 2012 - February 2014
Morgan Stanley Smith Barney October 2007 - November 2012
PricewaterhouseCoopers 2002 - 2006
Skills
Financial Modeling, Alternative Investments, Hedge Funds, Valuation, Financial Analysis, Private Equity, Equities, Asset Managment, Investments, Fixed Income, Bloomberg, Equity Research, Capital Markets, Corporate Finance, Due Diligence, Strategic Financial...
Education
University of California, Santa Barbara 1998 — 2002
Kennedy Wilson February 2014 - Present
UBS Wealth Management November 2012 - February 2014
Morgan Stanley Smith Barney October 2007 - November 2012
PricewaterhouseCoopers 2002 - 2006
Skills
Financial Modeling, Alternative Investments, Hedge Funds, Valuation, Financial Analysis, Private Equity, Equities, Asset Managment, Investments, Fixed Income, Bloomberg, Equity Research, Capital Markets, Corporate Finance, Due Diligence, Strategic Financial...
Education
University of California, Santa Barbara 1998 — 2002
Janet Fleshour Janet Fleshour's Morgan Stanley Smith Barney Experience September 1990 - September 1996
Job Wellness Educator, Nutrition Consultant, Children's Health Advocate
Industry Health, Wellness and Fitness
Experience
OneByOne4Change.com a Shaklee Independent Distributor May 2008 - Present
Shaklee Corporation April 2008 - May 2010
Corporate Express September 1996 - April 2005
Morgan Stanley Smith Barney September 1990 - September 1996
Skills
Supplements, Vitamins, Skin Care, Beauty, Home Based Business, Nutrition, Residual Income, Work From Home, Personal Care, Lifestyle, Sports Nutrition, Natural Health, Anti-aging, Child Health, Wellness, Public Speaking, Wellness Coaching, Marketing, Beauty Industry, Healthcare, Holistic Health, Nutritional Counseling, Weight, Small Business, Wellbeing
Education
University of Cincinnati College of Business 1989 — 1992
Bachelors, Marketing
OneByOne4Change.com a Shaklee Independent Distributor May 2008 - Present
Shaklee Corporation April 2008 - May 2010
Corporate Express September 1996 - April 2005
Morgan Stanley Smith Barney September 1990 - September 1996
Skills
Supplements, Vitamins, Skin Care, Beauty, Home Based Business, Nutrition, Residual Income, Work From Home, Personal Care, Lifestyle, Sports Nutrition, Natural Health, Anti-aging, Child Health, Wellness, Public Speaking, Wellness Coaching, Marketing, Beauty Industry, Healthcare, Holistic Health, Nutritional Counseling, Weight, Small Business, Wellbeing
Education
University of Cincinnati College of Business 1989 — 1992
Bachelors, Marketing
Junko Nagai's Morgan Stanley Smith Barney Experience 2007 - 2009
Job Financial Advisor at BancWest Investment Service
Industry Financial Services
Experience
BancWest Investment Service January 2011 - Present
Union Bank May 2009 - January 2011
Morgan Stanley April 2006 - April 2009
Morgan Stanley- Global Wealth Management Group April 2006 - April 2009
Morgan Stanley Smith Barney 2007 - 2009
Catalyst Pharmaceutical Research September 2001 - March 2006
NHK April 1999 - March 2001
Education
University of California, Los Angeles 2003 — 2005
BA
BancWest Investment Service January 2011 - Present
Union Bank May 2009 - January 2011
Morgan Stanley April 2006 - April 2009
Morgan Stanley- Global Wealth Management Group April 2006 - April 2009
Morgan Stanley Smith Barney 2007 - 2009
Catalyst Pharmaceutical Research September 2001 - March 2006
NHK April 1999 - March 2001
Education
University of California, Los Angeles 2003 — 2005
BA
Lance Thompson Lance Thompson's Morgan Stanley Smith Barney Experience June 2009 - September 2009
Job Associate at BlackRock
Industry Financial Services
Experience
BlackRock August 2011 - Present
Signature Estate & Investment Advisors, LLC May 2010 - January 2011
Signature Estate & Investment Advisors, LLC September 2009 - May 2010
Morgan Stanley Smith Barney June 2009 - September 2009
Skills
Portfolio Management, Analysis, Investments, Finance, Leadership, PowerPoint, Accounting, Wealth Management, New Business Development
Education
University of California, Los Angeles 2007 — 2011
Bachelor of Arts, Economics
BlackRock August 2011 - Present
Signature Estate & Investment Advisors, LLC May 2010 - January 2011
Signature Estate & Investment Advisors, LLC September 2009 - May 2010
Morgan Stanley Smith Barney June 2009 - September 2009
Skills
Portfolio Management, Analysis, Investments, Finance, Leadership, PowerPoint, Accounting, Wealth Management, New Business Development
Education
University of California, Los Angeles 2007 — 2011
Bachelor of Arts, Economics
Cathy Park's Morgan Stanley Smith Barney Experience 2003 - 2004
Job Senior Product Manager at Xignite
Industry Internet
Experience
Xignite February 2014 - Present
Xignite 2012 - February 2014
UBP Asset Management 2008 - 2011
UBP Asset Management 2006 - 2008
Highbridge Capital Management 2005 - 2005
Morgan Stanley Smith Barney 2003 - 2004
Skills
Hedge Funds, Asset Management, Portfolio Management, Alternative Investments, Fund Of Funds, Product Management, Derivatives, Equities, Cloud Applications, APIs, Capital Markets, Financial Markets, Financial Services, Investments, Management, Strategy, Finance
Education
University of California, Los Angeles 2001 — 2005
B.A.
Xignite February 2014 - Present
Xignite 2012 - February 2014
UBP Asset Management 2008 - 2011
UBP Asset Management 2006 - 2008
Highbridge Capital Management 2005 - 2005
Morgan Stanley Smith Barney 2003 - 2004
Skills
Hedge Funds, Asset Management, Portfolio Management, Alternative Investments, Fund Of Funds, Product Management, Derivatives, Equities, Cloud Applications, APIs, Capital Markets, Financial Markets, Financial Services, Investments, Management, Strategy, Finance
Education
University of California, Los Angeles 2001 — 2005
B.A.
Carol Vidunas Bryson's Morgan Stanley Smith Barney Experience November 2005 - Present
Job Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 2005 - Present
Education
University of California, Santa Barbara 2000 — 2004
Bachelor of Arts, Business Economics
Morgan Stanley Smith Barney November 2005 - Present
Education
University of California, Santa Barbara 2000 — 2004
Bachelor of Arts, Business Economics
Daniel Kan Daniel Kan's Morgan Stanley Smith Barney Experience December 2008 - June 2009
Job Account Manager at Experian Marketing Services
Industry Marketing and Advertising
Experience
Experian Marketing Services July 2012 - Present
Provident Funding Associates L.P. July 2009 - October 2011
Morgan Stanley Smith Barney December 2008 - June 2009
LTK Consulting, LLC September 2003 - June 2004
Skills
Credit, Financial Analysis, Financial Modeling, Analytics, Market Research, Loans, Account Management, Microsoft Excel, Data Analysis, Mandarin, Customer Service, Microsoft Office, Sales Management, Digital Marketing, PowerPoint, Marketing Strategy, Online Advertising, Strategic Planning, Competitive Analysis, New Business Development, Business Strategy, Marketing
Education
University of California, San Diego
B.A., Economics
PVPHS
Experian Marketing Services July 2012 - Present
Provident Funding Associates L.P. July 2009 - October 2011
Morgan Stanley Smith Barney December 2008 - June 2009
LTK Consulting, LLC September 2003 - June 2004
Skills
Credit, Financial Analysis, Financial Modeling, Analytics, Market Research, Loans, Account Management, Microsoft Excel, Data Analysis, Mandarin, Customer Service, Microsoft Office, Sales Management, Digital Marketing, PowerPoint, Marketing Strategy, Online Advertising, Strategic Planning, Competitive Analysis, New Business Development, Business Strategy, Marketing
Education
University of California, San Diego
B.A., Economics
PVPHS
Marlee Popluder's Morgan Stanley Smith Barney Experience June 2005 - August 2005
Job Executive Clothier at Tom James Company
Industry Apparel & Fashion
Experience
Tom James Company May 2010 - Present
Ogilvy Public Relations Worldwide May 2008 - June 2008
Ocean Drive Magazine June 2005 - October 2005
Morgan Stanley Smith Barney June 2005 - August 2005
Skills
Styling, Textiles, Apparel, Wardrobe, Fashion, Advertising, Fashion Design, Fitting, Luxury, Luxury Goods, Facebook, Marketing Strategy, Public Relations, Retail, Marketing, Merchandising, Sales Management, Sales, Shoes, Social Networking, Social Media Marketing, Tailoring, Time Management, Visual Merchandising, Shirts, Sportswear
Education
University of Central Florida 2006 — 2010
Communications and Marketing
Marjory Stoneman Douglas High School
Tom James Company May 2010 - Present
Ogilvy Public Relations Worldwide May 2008 - June 2008
Ocean Drive Magazine June 2005 - October 2005
Morgan Stanley Smith Barney June 2005 - August 2005
Skills
Styling, Textiles, Apparel, Wardrobe, Fashion, Advertising, Fashion Design, Fitting, Luxury, Luxury Goods, Facebook, Marketing Strategy, Public Relations, Retail, Marketing, Merchandising, Sales Management, Sales, Shoes, Social Networking, Social Media Marketing, Tailoring, Time Management, Visual Merchandising, Shirts, Sportswear
Education
University of Central Florida 2006 — 2010
Communications and Marketing
Marjory Stoneman Douglas High School
Brian Ahern's Morgan Stanley Smith Barney Experience June 2010 - June 2012
Job CRPC®, Assistant Vice PresidentFinancial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2012 - Present
Morgan Stanley Smith Barney June 2010 - June 2012
Morgan Stanley June 2005 - June 2010
Midwest Bank & Trust 2001 - 2005
Lawrence/Bonfitto Trading Corp. 1996 - 2001
Kansas City Royals 1989 - 1995
Skills
Series 7, Investments, Portfolio Management, Equities, Mutual Funds, Financial Analysis, Financial Modeling, Wealth Management, Securities, Retirement Planning, Trading Strategies, Series 66, Series 10, Series 9, Series 31, Insurance Licensed
Education
University of Central Florida 1986 — 1990
Business Administration and Management, General
Homewood Flossmoor High School 1982 — 1986
Merrill Lynch June 2012 - Present
Morgan Stanley Smith Barney June 2010 - June 2012
Morgan Stanley June 2005 - June 2010
Midwest Bank & Trust 2001 - 2005
Lawrence/Bonfitto Trading Corp. 1996 - 2001
Kansas City Royals 1989 - 1995
Skills
Series 7, Investments, Portfolio Management, Equities, Mutual Funds, Financial Analysis, Financial Modeling, Wealth Management, Securities, Retirement Planning, Trading Strategies, Series 66, Series 10, Series 9, Series 31, Insurance Licensed
Education
University of Central Florida 1986 — 1990
Business Administration and Management, General
Homewood Flossmoor High School 1982 — 1986
Simone Liu Simone Liu's Morgan Stanley Smith Barney Experience March 2005 - January 2011
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2011 - Present
Wells Fargo January 2011 - Present
Morgan Stanley Smith Barney March 2005 - January 2011
UBS Financial Services January 2003 - March 2005
Skills
Investments, Retirement Planning, Mutual Funds, Retirement, Finance, Investment Strategies, Financial Advisory, Fixed Annuities, Equities, Management, Life Insurance, Securities, Asset Allocation, Financial Modeling, Alternative Investments, Bonds, Economics, Mergers & Acquisitions, Private Equity, Financial Analysis, Valuation, Investment Planning, Estate Investment...
Education
University of California, Los Angeles 2002 — 2004
Wells Fargo Advisors, LLC January 2011 - Present
Wells Fargo January 2011 - Present
Morgan Stanley Smith Barney March 2005 - January 2011
UBS Financial Services January 2003 - March 2005
Skills
Investments, Retirement Planning, Mutual Funds, Retirement, Finance, Investment Strategies, Financial Advisory, Fixed Annuities, Equities, Management, Life Insurance, Securities, Asset Allocation, Financial Modeling, Alternative Investments, Bonds, Economics, Mergers & Acquisitions, Private Equity, Financial Analysis, Valuation, Investment Planning, Estate Investment...
Education
University of California, Los Angeles 2002 — 2004
Adam Radomski Adam Radomski's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job Student at University of Cincinnati College of Business
Industry Accounting
Experience
Morgan Stanley Smith Barney June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Education
University of Cincinnati College of Business 2007 — 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Education
University of Cincinnati College of Business 2007 — 2011
Amir Arbabi Amir Arbabi's Morgan Stanley Smith Barney Experience 2010 - 2012
Job Managing Director at Retirement Benefits Group
Industry Investment Management
Experience
Retirement Benefits Group February 2012 - Present
Insight Investment Strategies January 2012 - Present
Morgan Stanley Smith Barney 2010 - 2012
Merrill Lynch 2007 - 2010
Mass Mutual 2004 - 2007
A-Squared Consulting 2000 - 2004
Internet Brands 1998 - 2000
Skills
Retirement Planning, Deferred Compensation, Executive Pay, 401k, Financial Advisory, Portfolio Management, Retirement, Employee Benefits, Retirement Plan..., Pensions, Investments, Strategic Financial..., Estate Planning, FINRA, Insurance, Series 63, Wealth Management, Securities, Series 7, Separately Managed..., Strategy, Risk Management, Mutual Funds, Due Diligence, Finance, Investment Advisory, Alternative Investments, Asset Allocation, Asset Management, Financial Planners
Education
University of California, Los Angeles 1991 — 1995
Woodbridge High 1987 — 1991
Retirement Benefits Group February 2012 - Present
Insight Investment Strategies January 2012 - Present
Morgan Stanley Smith Barney 2010 - 2012
Merrill Lynch 2007 - 2010
Mass Mutual 2004 - 2007
A-Squared Consulting 2000 - 2004
Internet Brands 1998 - 2000
Skills
Retirement Planning, Deferred Compensation, Executive Pay, 401k, Financial Advisory, Portfolio Management, Retirement, Employee Benefits, Retirement Plan..., Pensions, Investments, Strategic Financial..., Estate Planning, FINRA, Insurance, Series 63, Wealth Management, Securities, Series 7, Separately Managed..., Strategy, Risk Management, Mutual Funds, Due Diligence, Finance, Investment Advisory, Alternative Investments, Asset Allocation, Asset Management, Financial Planners
Education
University of California, Los Angeles 1991 — 1995
Woodbridge High 1987 — 1991
Chip Webster Chip Webster's Morgan Stanley Smith Barney Experience March 2011 - January 2012
Job Wealth Management Professional
Industry Investment Management
Experience
Morgan Stanley Smith Barney March 2011 - January 2012
Oak River March 2009 - December 2010
Wachovia Wealth Management November 2004 - June 2008
Bank of America Private Bank 2000 - 2004
Fifth Third Bank 1997 - 1999
Education
University of Cincinnati
BS, Economics
Morgan Stanley Smith Barney March 2011 - January 2012
Oak River March 2009 - December 2010
Wachovia Wealth Management November 2004 - June 2008
Bank of America Private Bank 2000 - 2004
Fifth Third Bank 1997 - 1999
Education
University of Cincinnati
BS, Economics
Amanda Muldoon's Morgan Stanley Smith Barney Experience May 2011 - August 2011
Job Risk Assurance Associate at PwC
Industry Financial Services
Experience
PwC July 2015 - Present
PwC July 2013 - June 2015
Let's Get Ready June 2012 - August 2012
Linedata June 2011 - September 2011
Morgan Stanley Smith Barney May 2011 - August 2011
Cambria Consulting May 2010 - August 2010
Education
Villanova University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Management Information Systems minor
University of Cambridge 2011 — 2011
Ramapo High School 2005 — 2009
PwC July 2015 - Present
PwC July 2013 - June 2015
Let's Get Ready June 2012 - August 2012
Linedata June 2011 - September 2011
Morgan Stanley Smith Barney May 2011 - August 2011
Cambria Consulting May 2010 - August 2010
Education
Villanova University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Management Information Systems minor
University of Cambridge 2011 — 2011
Ramapo High School 2005 — 2009
Amanda Pursley's Morgan Stanley Smith Barney Experience February 2008 - July 2011
Job Global Markets Intelligence Senior Analyst at Ipreo
Industry Management Consulting
Experience
Lenox Advisors June 2012 - June 2013
Initiative for Policy Dialogue January 2012 - May 2012
Morgan Stanley Smith Barney February 2008 - July 2011
Morgan Stanley Smith Barney August 2007 - July 2011
UC Santa Barbara September 2004 - June 2006
Skills
Process Improvement, Financial Services, Organizational..., Teamwork, Microsoft Office, Recruiting, Series 7, Policy Analysis, Project Management, Uniform Combined State..., Leadership, Client Service, Web Content, Business Process Design, Composition and..., Series 66, Stock Market Analysis, Stock Valuation, Management Consulting, FactSet, Microsoft Excel, Morningstar, Financial Modeling, Equities
Education
Columbia University - Graduate School of Arts and Sciences 2011 — 2012
MA, Political Science with focus on International Political Economy
University of California, Santa Barbara 2003 — 2006
BA, Political Science, International Relations
Lenox Advisors June 2012 - June 2013
Initiative for Policy Dialogue January 2012 - May 2012
Morgan Stanley Smith Barney February 2008 - July 2011
Morgan Stanley Smith Barney August 2007 - July 2011
UC Santa Barbara September 2004 - June 2006
Skills
Process Improvement, Financial Services, Organizational..., Teamwork, Microsoft Office, Recruiting, Series 7, Policy Analysis, Project Management, Uniform Combined State..., Leadership, Client Service, Web Content, Business Process Design, Composition and..., Series 66, Stock Market Analysis, Stock Valuation, Management Consulting, FactSet, Microsoft Excel, Morningstar, Financial Modeling, Equities
Education
Columbia University - Graduate School of Arts and Sciences 2011 — 2012
MA, Political Science with focus on International Political Economy
University of California, Santa Barbara 2003 — 2006
BA, Political Science, International Relations
Eugene Gurevich, CRPC® Eugene Gurevich, CRPC®'s Morgan Stanley Smith Barney Experience May 2010 - March 2012
Job Financial Advisor at Infinity Financial Services
Industry Financial Services
Experience
Infinity Financial Services March 2012 - Present
Infinity Financial Services March 2012 - Present
Morgan Stanley Smith Barney May 2010 - March 2012
Fiscal Fitness on KFAX AM 1100 November 2010 - February 2011
Associates In Excellence/ Advanced Equities Pension Services March 2009 - April 2010
Bank of America August 2007 - March 2009
Inventigo January 2002 - July 2007
PricewaterhouseCoopers June 2006 - August 2006
Skills
Wealth Management, Retirement Planning, Investments, Mutual Funds, Series 7, Retirement
Education
University of California, Santa Cruz 2003 — 2007
B.A. w/ minor in Mathematics, Business Management Economics (Finance and Accounting)
Campolindo HS 1999 — 2003
Infinity Financial Services March 2012 - Present
Infinity Financial Services March 2012 - Present
Morgan Stanley Smith Barney May 2010 - March 2012
Fiscal Fitness on KFAX AM 1100 November 2010 - February 2011
Associates In Excellence/ Advanced Equities Pension Services March 2009 - April 2010
Bank of America August 2007 - March 2009
Inventigo January 2002 - July 2007
PricewaterhouseCoopers June 2006 - August 2006
Skills
Wealth Management, Retirement Planning, Investments, Mutual Funds, Series 7, Retirement
Education
University of California, Santa Cruz 2003 — 2007
B.A. w/ minor in Mathematics, Business Management Economics (Finance and Accounting)
Campolindo HS 1999 — 2003
Donna Opitz Donna Opitz's Morgan Stanley Smith Barney Experience September 1992 - September 2010
Job Realtor at Pacific Properties
Industry Real Estate
Experience
Pacific Properties August 2011 - Present
Morgan Stanley Smith Barney September 1992 - September 2010
American Express Financial Advisors January 1990 - August 1992
Skills
Real Estate, Investments, Asset Management, Real Estate Transactions, Investment Properties, Property Management
Education
University of California, Santa Barbara 1968 — 1971
Environmental Studies
Pacific Properties August 2011 - Present
Morgan Stanley Smith Barney September 1992 - September 2010
American Express Financial Advisors January 1990 - August 1992
Skills
Real Estate, Investments, Asset Management, Real Estate Transactions, Investment Properties, Property Management
Education
University of California, Santa Barbara 1968 — 1971
Environmental Studies
Linh Xavier Vuong's Morgan Stanley Smith Barney Experience October 1994 - December 2009
Job Managing Partner at DealFlow Source
Industry Venture Capital & Private Equity
Experience
DealFlow Source January 2010 - Present
Morgan Stanley Smith Barney October 1994 - December 2009
Skills
Mergers, Private Equity, Deal Sourcing, Business Acquisition, Investment Banking, Business Development, Entrepreneurship, Venture Capital, Due Diligence, Portfolio Management, Investments, M&A experience, Mergers & Acquisitions, Corporate Development, Divestitures, Capital Raising, Investment Management, Private Placements, LBO, Capital, Corporate Finance, Funding, Acquisitions, Acquisition Funding, Growth Capital, Deal Origination, Leveraged Finance, Finance
Education
University of California, San Diego 1987 — 1992
B.A., Economics, Psychology
DealFlow Source January 2010 - Present
Morgan Stanley Smith Barney October 1994 - December 2009
Skills
Mergers, Private Equity, Deal Sourcing, Business Acquisition, Investment Banking, Business Development, Entrepreneurship, Venture Capital, Due Diligence, Portfolio Management, Investments, M&A experience, Mergers & Acquisitions, Corporate Development, Divestitures, Capital Raising, Investment Management, Private Placements, LBO, Capital, Corporate Finance, Funding, Acquisitions, Acquisition Funding, Growth Capital, Deal Origination, Leveraged Finance, Finance
Education
University of California, San Diego 1987 — 1992
B.A., Economics, Psychology
John Agostino John Agostino's Morgan Stanley Smith Barney Experience December 2006 - January 2010
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2010 - Present
Morgan Stanley Smith Barney December 2006 - January 2010
TD Waterhouse January 2000 - December 2006
Skills
Asset Allocation
Education
University of California, San Diego 1992 — 2006
Psychology
Wells Fargo Advisors, LLC January 2010 - Present
Morgan Stanley Smith Barney December 2006 - January 2010
TD Waterhouse January 2000 - December 2006
Skills
Asset Allocation
Education
University of California, San Diego 1992 — 2006
Psychology
Erick Yi Erick Yi's Morgan Stanley Smith Barney Experience November 2008 - February 2012
Job Sr. Financial Analyst
Industry Investment Management
Experience
Merrill Lynch - Private Banking and Investment Group February 2012 - Present
Morgan Stanley Smith Barney November 2008 - February 2012
Smith Barney August 2005 - November 2008
Education
University of Southern California - Marshall School of Business 2010 — 2013
Master of Business Administration (MBA)
University of California, Los Angeles 2001 — 2005
Bachelor of Arts (BA)
Merrill Lynch - Private Banking and Investment Group February 2012 - Present
Morgan Stanley Smith Barney November 2008 - February 2012
Smith Barney August 2005 - November 2008
Education
University of Southern California - Marshall School of Business 2010 — 2013
Master of Business Administration (MBA)
University of California, Los Angeles 2001 — 2005
Bachelor of Arts (BA)
Ken Myers's Morgan Stanley Smith Barney Experience June 2011 - September 2011
Job Operations Coordinator at Uber
Industry Internet
Experience
Uber March 2015 - Present
National Football League March 2014 - March 2015
National Football League December 2012 - December 2013
St Cloud Capital, LLC June 2012 - September 2012
The LEAP Foundation, Inc. January 2011 - August 2012
Redwood Capital Group April 2012 - June 2012
Imperial Capital, LLC September 2011 - December 2011
Morgan Stanley Smith Barney June 2011 - September 2011
Snyder Law, LLP June 2010 - August 2010
Skills
Leadership, Public Speaking, Time Management, Strategy, Microsoft Excel, Team Leadership, Project Management, PowerPoint, Goal Oriented, People Skills, Research
Education
University of California, Los Angeles 2010 — 2014
BS, Math-Econ
Uber March 2015 - Present
National Football League March 2014 - March 2015
National Football League December 2012 - December 2013
St Cloud Capital, LLC June 2012 - September 2012
The LEAP Foundation, Inc. January 2011 - August 2012
Redwood Capital Group April 2012 - June 2012
Imperial Capital, LLC September 2011 - December 2011
Morgan Stanley Smith Barney June 2011 - September 2011
Snyder Law, LLP June 2010 - August 2010
Skills
Leadership, Public Speaking, Time Management, Strategy, Microsoft Excel, Team Leadership, Project Management, PowerPoint, Goal Oriented, People Skills, Research
Education
University of California, Los Angeles 2010 — 2014
BS, Math-Econ
Clayton Dietrich Clayton Dietrich's Morgan Stanley Smith Barney Experience January 2010 - May 2010
Job Associate at PIMCO
Industry Financial Services
Experience
PIMCO March 2011 - Present
Morgan Stanley Smith Barney January 2010 - May 2010
Education
University of California, Santa Barbara 2006 — 2010
B.A., Business Economics with Accounting Emphasis
PIMCO March 2011 - Present
Morgan Stanley Smith Barney January 2010 - May 2010
Education
University of California, Santa Barbara 2006 — 2010
B.A., Business Economics with Accounting Emphasis
Sareena Panesar, MBA's Morgan Stanley Smith Barney Experience April 2011 - June 2012
Job Investment Advisor Reprsentative at Voya Financial Advisors
Industry Investment Management
Experience
Voya Financial Advisors April 2014 - Present
Morgan Stanley Smith Barney April 2011 - June 2012
Edward Jones August 2006 - April 2009
Washington Mutual February 2005 - June 2006
Skills
Investments, Securities, Equities, Customer Service, Fixed Income, Management Consulting, Investment Management, Strategic Financial..., ETFs, Microsoft Office, Financial Advisory, Series 7, Series 66, Life Insurance, Limited Lines Auto..., Financial Analysis, Portfolio Management, Business Strategy, Financial Services, Finance, FINRA, Financial Risk, Insurance, Financial Planning
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 2000 — 2002
Master of Business Administration (MBA), Finance and Marketing
University of California, Riverside 1994 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General
Moreno Valley High School 1990 — 1994
Diploma, Honors student
Voya Financial Advisors April 2014 - Present
Morgan Stanley Smith Barney April 2011 - June 2012
Edward Jones August 2006 - April 2009
Washington Mutual February 2005 - June 2006
Skills
Investments, Securities, Equities, Customer Service, Fixed Income, Management Consulting, Investment Management, Strategic Financial..., ETFs, Microsoft Office, Financial Advisory, Series 7, Series 66, Life Insurance, Limited Lines Auto..., Financial Analysis, Portfolio Management, Business Strategy, Financial Services, Finance, FINRA, Financial Risk, Insurance, Financial Planning
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 2000 — 2002
Master of Business Administration (MBA), Finance and Marketing
University of California, Riverside 1994 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General
Moreno Valley High School 1990 — 1994
Diploma, Honors student
Stephen Laird Stephen Laird's Morgan Stanley Smith Barney Experience September 2008 - February 2009
Job IT Consultant at Pierce Washington
Industry Information Technology and Services
Experience
Pierce Washington June 2014 - Present
Accenture March 2012 - June 2014
Visa June 2010 - August 2010
Ferrazzi Greenlight March 2010 - June 2010
Morgan Stanley Smith Barney September 2008 - February 2009
Vinatech International June 2008 - September 2008
Skills
Salesforce.com, Business Analysis, Process Improvement, Software Design, User Experience, Program Management, Data Analysis, Strategic Planning, Gamification, Software Entitlements, Management, Entrepreneurship
Education
University of California, Los Angeles 2007 — 2011
Bachelor of Arts, Economics, Global Studies, Human Complex Systems
Pierce Washington June 2014 - Present
Accenture March 2012 - June 2014
Visa June 2010 - August 2010
Ferrazzi Greenlight March 2010 - June 2010
Morgan Stanley Smith Barney September 2008 - February 2009
Vinatech International June 2008 - September 2008
Skills
Salesforce.com, Business Analysis, Process Improvement, Software Design, User Experience, Program Management, Data Analysis, Strategic Planning, Gamification, Software Entitlements, Management, Entrepreneurship
Education
University of California, Los Angeles 2007 — 2011
Bachelor of Arts, Economics, Global Studies, Human Complex Systems
Prajakta Kemkar's Morgan Stanley Smith Barney Experience October 2010 - May 2011
Job Enterprise Risk Consultant at Deloitte & Touche LLP
Industry Information Technology and Services
Experience
Deloitte & Touche LLP September 2011 - Present
Morgan Stanley Smith Barney October 2010 - May 2011
CIM Securities September 2009 - November 2009
ViaPost Limited June 2009 - July 2009
Skills
Eviews, Internal Controls, IT Audit, Market Research, Risk Management, Assurance, SSAE 16
Education
University of California, San Diego 2007 — 2011
B.S, Management Science
Deloitte & Touche LLP September 2011 - Present
Morgan Stanley Smith Barney October 2010 - May 2011
CIM Securities September 2009 - November 2009
ViaPost Limited June 2009 - July 2009
Skills
Eviews, Internal Controls, IT Audit, Market Research, Risk Management, Assurance, SSAE 16
Education
University of California, San Diego 2007 — 2011
B.S, Management Science
Albert Duplace, Jr. Albert Duplace, Jr.'s Morgan Stanley Smith Barney Experience February 2009 - September 2014
Job Investment Professional
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 2009 - September 2014
Skills
Investments, Portfolio Management, Wealth Management, Financial Analysis, Banking, Financial Services, Financial Planning, Equities, Risk Management, Mutual Funds, Retirement Planning, Series 7, Asset Allocation, Securities, Asset Management, Investment Advisory, Financial Advisory, Retirement, Fixed Income, Investment Strategies, Finance, Series 63, Financial Modeling, Alternative Investments, Credit, Investment Banking, Capital Markets, Insurance, Estate Planning, Corporate Finance
Education
University of Cincinnati College of Business
MBA, BBA, Business Administration
Morgan Stanley Smith Barney February 2009 - September 2014
Skills
Investments, Portfolio Management, Wealth Management, Financial Analysis, Banking, Financial Services, Financial Planning, Equities, Risk Management, Mutual Funds, Retirement Planning, Series 7, Asset Allocation, Securities, Asset Management, Investment Advisory, Financial Advisory, Retirement, Fixed Income, Investment Strategies, Finance, Series 63, Financial Modeling, Alternative Investments, Credit, Investment Banking, Capital Markets, Insurance, Estate Planning, Corporate Finance
Education
University of Cincinnati College of Business
MBA, BBA, Business Administration
Nicole Gill's Morgan Stanley Smith Barney Experience June 2012 - April 2013
Job Property Management
Industry Retail
Experience
The Foram Group August 2014 - Present
Dennis Gill Properties, Inc July 2014 - Present
DGJ Foodservice- Steamers Cedar Key January 2011 - Present
Macy's March 2013 - July 2014
Morgan Stanley Smith Barney June 2012 - April 2013
Simon Property Group March 2004 - June 2012
Pacific Sunwear May 2001 - April 2004
Skills
Negotiation, Leases, Shopping Centers, Real Estate, Marketing, Landlords, Customer Service, Budgets, Property Management, Asset Management, Contract Negotiation, Retail, Sales, Advertising, Management, Marketing Strategy, Real Estate Development, Strategic Planning, Selling, Investment Properties
Education
University of Central Florida 1998 — 2002
Bachelor Degree, Advertising/ Public Relations Minor Sociology
The Foram Group August 2014 - Present
Dennis Gill Properties, Inc July 2014 - Present
DGJ Foodservice- Steamers Cedar Key January 2011 - Present
Macy's March 2013 - July 2014
Morgan Stanley Smith Barney June 2012 - April 2013
Simon Property Group March 2004 - June 2012
Pacific Sunwear May 2001 - April 2004
Skills
Negotiation, Leases, Shopping Centers, Real Estate, Marketing, Landlords, Customer Service, Budgets, Property Management, Asset Management, Contract Negotiation, Retail, Sales, Advertising, Management, Marketing Strategy, Real Estate Development, Strategic Planning, Selling, Investment Properties
Education
University of Central Florida 1998 — 2002
Bachelor Degree, Advertising/ Public Relations Minor Sociology
Christy Alsop Christy Alsop's Morgan Stanley Smith Barney Experience June 2003 - August 2006
Job Transition Management for Financial Advisors
Industry Financial Services
Experience
Wealth Management Transitions September 2006 - Present
UBS April 2010 - May 2011
Morgan Stanley Smith Barney June 2003 - August 2006
Education
University of California, Santa Barbara 1998 — 2002
Bachelor of Arts (B.A.), Business Economics
University of California, Santa Barbara
BA, Business Economics
Wealth Management Transitions September 2006 - Present
UBS April 2010 - May 2011
Morgan Stanley Smith Barney June 2003 - August 2006
Education
University of California, Santa Barbara 1998 — 2002
Bachelor of Arts (B.A.), Business Economics
University of California, Santa Barbara
BA, Business Economics
David Molnar, AIF® David Molnar, AIF®'s Morgan Stanley Smith Barney Experience July 1993 - February 2007
Job Private Weath Advisor and Partner, Managing Director at HighTower
Industry Investment Management
Experience
HighTower June 2012 - Present
UBS Financial Services, Inc February 2007 - June 2012
Morgan Stanley Smith Barney July 1993 - February 2007
Skills
Wealth Management, Investments, Portfolio Management, Asset Allocation, Securities, Venture Capital, Alternative Investments, Wealth Management..., Series 7, Investment Management, Investment Advisory, Retirement Planning
Education
University of California, San Diego 1989 — 1993
Quantitative Economics and Decision Sciences
HighTower June 2012 - Present
UBS Financial Services, Inc February 2007 - June 2012
Morgan Stanley Smith Barney July 1993 - February 2007
Skills
Wealth Management, Investments, Portfolio Management, Asset Allocation, Securities, Venture Capital, Alternative Investments, Wealth Management..., Series 7, Investment Management, Investment Advisory, Retirement Planning
Education
University of California, San Diego 1989 — 1993
Quantitative Economics and Decision Sciences
Paul Quick's Morgan Stanley Smith Barney Experience June 2006 - December 2013
Job Principal Examiner at Financial Industry Regulatory Authority (FINRA)
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) September 2015 - Present
J.P. Morgan January 2015 - Present
Prudential Financial 2013 - 2015
Morgan Stanley Smith Barney June 2006 - December 2013
Citicorp Investment Services (Citigroup) July 1997 - June 2006
Skills
FINRA, Financial Services, Securities, Financial Risk, Legal Research, Management, Corporate Law, KYC, Mutual Funds, Litigation, Alternative Investments, Risk Management, Compliance, Securities Regulation, Financial Markets, Capital Markets, Risk Assessment, Financial Advisory, Equities, Equity Trading, Policy, Operational Risk..., Wealth Management, Financial Regulation, Prime Brokerage, Fixed Income, Operational Risk, Private Equity, Private Banking, Bonds, Asset Allocation, Fiduciary Services, Fraud, Investment Advisory, Due Diligence, Investments, Investment Management, Options, Regulatory Submissions, Portfolio Management, Asset Management, Corporate Governance, Investment Banking, Structured Products, Wealth Management..., Anti Money Laundering
Education
New York School of Finance 1997 — 1998
Certificate of Completion, Securities
West Los Angeles School of Law 1985 — 1986
Paralegal Certification, Litigation Specialist
University of California, Riverside 1980 — 1984
B.S., Business Administration
Financial Industry Regulatory Authority (FINRA) September 2015 - Present
J.P. Morgan January 2015 - Present
Prudential Financial 2013 - 2015
Morgan Stanley Smith Barney June 2006 - December 2013
Citicorp Investment Services (Citigroup) July 1997 - June 2006
Skills
FINRA, Financial Services, Securities, Financial Risk, Legal Research, Management, Corporate Law, KYC, Mutual Funds, Litigation, Alternative Investments, Risk Management, Compliance, Securities Regulation, Financial Markets, Capital Markets, Risk Assessment, Financial Advisory, Equities, Equity Trading, Policy, Operational Risk..., Wealth Management, Financial Regulation, Prime Brokerage, Fixed Income, Operational Risk, Private Equity, Private Banking, Bonds, Asset Allocation, Fiduciary Services, Fraud, Investment Advisory, Due Diligence, Investments, Investment Management, Options, Regulatory Submissions, Portfolio Management, Asset Management, Corporate Governance, Investment Banking, Structured Products, Wealth Management..., Anti Money Laundering
Education
New York School of Finance 1997 — 1998
Certificate of Completion, Securities
West Los Angeles School of Law 1985 — 1986
Paralegal Certification, Litigation Specialist
University of California, Riverside 1980 — 1984
B.S., Business Administration
Derek Cheng Derek Cheng's Morgan Stanley Smith Barney Experience June 2010 - September 2010
Job Finance Operations Manager at Offerpop
Industry Financial Services
Experience
Offerpop March 2014 - Present
UBS August 2012 - March 2014
UBS June 2011 - August 2011
Morgan Stanley Smith Barney June 2010 - September 2010
BRE Properties June 2010 - August 2010
Skills
Financial Modeling, Bloomberg Terminal, Currency, Financial Analysis, Economics, Valuation
Education
University of California, San Diego
B.A, Economics
Offerpop March 2014 - Present
UBS August 2012 - March 2014
UBS June 2011 - August 2011
Morgan Stanley Smith Barney June 2010 - September 2010
BRE Properties June 2010 - August 2010
Skills
Financial Modeling, Bloomberg Terminal, Currency, Financial Analysis, Economics, Valuation
Education
University of California, San Diego
B.A, Economics
Adrian Palacios Adrian Palacios's Morgan Stanley Smith Barney Experience June 2010 - August 2011
Job Word and Brown General Agency
Industry Health, Wellness and Fitness
Experience
Word & Brown General Agency 2015 - Present
Humana April 2014 - January 2015
Humana January 2012 - April 2014
Morgan Stanley Smith Barney June 2010 - August 2011
Golden State Warriors July 2009 - June 2010
The Cooper Companies May 2009 - July 2009
Skills
Insurance, Series 7, Securities, Asset Management, Investments, Financial Planning, Retirement Planning, Excel, Equities, Series 66, Wealth Management, 401k, Mutual Funds, Funding, Microsoft Excel, Employee Benefits, Fixed Annuities, Sales, Strategic Financial..., Management, Health Insurance, Customer Service, Account Management, Disability Insurance, Life Insurance
Education
University of California, Santa Barbara 2004 — 2008
Business Economics w/ Accounting Emphasis
Word & Brown General Agency 2015 - Present
Humana April 2014 - January 2015
Humana January 2012 - April 2014
Morgan Stanley Smith Barney June 2010 - August 2011
Golden State Warriors July 2009 - June 2010
The Cooper Companies May 2009 - July 2009
Skills
Insurance, Series 7, Securities, Asset Management, Investments, Financial Planning, Retirement Planning, Excel, Equities, Series 66, Wealth Management, 401k, Mutual Funds, Funding, Microsoft Excel, Employee Benefits, Fixed Annuities, Sales, Strategic Financial..., Management, Health Insurance, Customer Service, Account Management, Disability Insurance, Life Insurance
Education
University of California, Santa Barbara 2004 — 2008
Business Economics w/ Accounting Emphasis
Ellia Chon Ellia Chon's Morgan Stanley Smith Barney Experience November 2008 - February 2009
Job Senior Financial Analyst at Airbnb
Industry Information Technology and Services
Experience
Airbnb May 2015 - Present
salesforce.com June 2013 - April 2015
Taproot Foundation December 2012 - June 2013
PricewaterhouseCoopers September 2010 - June 2013
Morgan Stanley Smith Barney November 2008 - February 2009
The Boston Consulting Group June 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Business Strategy, Quantitative Analytics, Internal Controls, Microsoft Excel, Market Research, PowerPoint, Valuation, Internal Audit, Financial Reporting, Management Consulting, Process Control, Quantitative Research, Quantity Surveying, Public Relations, Asset Management, Risk Assessment, Presentations, Qualitative Research, Quality Assurance, Quantitative Finance, Third Party Reporting, Corporate Governance, Change Management, Compliance, Social Enterprise, Social Innovation, Accounting, Strategic Financial..., Strategic Partnerships, Corporate Finance, SaaS, Cloud Applications, PaaS, Hybrid Cloud, Cloud-based
Education
University of California, Los Angeles 2006 — 2010
Airbnb May 2015 - Present
salesforce.com June 2013 - April 2015
Taproot Foundation December 2012 - June 2013
PricewaterhouseCoopers September 2010 - June 2013
Morgan Stanley Smith Barney November 2008 - February 2009
The Boston Consulting Group June 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Business Strategy, Quantitative Analytics, Internal Controls, Microsoft Excel, Market Research, PowerPoint, Valuation, Internal Audit, Financial Reporting, Management Consulting, Process Control, Quantitative Research, Quantity Surveying, Public Relations, Asset Management, Risk Assessment, Presentations, Qualitative Research, Quality Assurance, Quantitative Finance, Third Party Reporting, Corporate Governance, Change Management, Compliance, Social Enterprise, Social Innovation, Accounting, Strategic Financial..., Strategic Partnerships, Corporate Finance, SaaS, Cloud Applications, PaaS, Hybrid Cloud, Cloud-based
Education
University of California, Los Angeles 2006 — 2010
Gil Bird's Morgan Stanley Smith Barney Experience June 2010 - November 2010
Job Vice President at SCB Forums
Industry Banking
Experience
SCB Forums April 2015 - Present
Bank of the West March 2014 - March 2015
Bank of the West October 2012 - March 2014
Bank of the West February 2011 - October 2012
Morgan Stanley Smith Barney June 2010 - November 2010
SBE Entertainment January 2010 - April 2010
Skills
Competitive Analysis, Business Development, Data Analysis, Analytics, Marketing, Market Research, Sales, Portfolio Management, Marketing Strategy, Valuation, CRM, Microsoft Office
Education
UCLA 2008 — 2012
B.S, B.A., Mathematics/Economics, Psychology
The Webb Schools of California 2004 — 2008
SCB Forums April 2015 - Present
Bank of the West March 2014 - March 2015
Bank of the West October 2012 - March 2014
Bank of the West February 2011 - October 2012
Morgan Stanley Smith Barney June 2010 - November 2010
SBE Entertainment January 2010 - April 2010
Skills
Competitive Analysis, Business Development, Data Analysis, Analytics, Marketing, Market Research, Sales, Portfolio Management, Marketing Strategy, Valuation, CRM, Microsoft Office
Education
UCLA 2008 — 2012
B.S, B.A., Mathematics/Economics, Psychology
The Webb Schools of California 2004 — 2008
Brittany Letto Brittany Letto's Morgan Stanley Smith Barney Experience September 2009 - December 2009
Job Junior Portfolio Manager at Doheny Asset Management
Industry Financial Services
Experience
Doheny Asset Management January 2014 - Present
Doheny Asset Management July 2010 - December 2013
PGA TOUR September 2009 - February 2010
Morgan Stanley Smith Barney September 2009 - December 2009
UCLA Athletic Department January 2007 - August 2009
docstoc 2008 - 2008
Skills
Excel, PowerPoint, Word, Outlook, Spanish, Microsoft Excel, Microsoft Word, Microsoft Office, Management, Asset Managment, Equities, Portfolio Management, Investments, Asset Management, Finance, Budgets, Analysis, Financial Analysis, Economics, Mutual Funds, Financial Modeling, Data Analysis, Program Management, Research, Asset Allocation, Valuation, Trading, Bloomberg, Quantitative Analytics, Investment Strategies, Market Research, Strategic Financial..., Corporate Finance, Risk Management
Education
CFA Program 2014 — 2016
2015 Level II Candidate
University of California, Los Angeles 2006 — 2010
BA, Economics
Doheny Asset Management January 2014 - Present
Doheny Asset Management July 2010 - December 2013
PGA TOUR September 2009 - February 2010
Morgan Stanley Smith Barney September 2009 - December 2009
UCLA Athletic Department January 2007 - August 2009
docstoc 2008 - 2008
Skills
Excel, PowerPoint, Word, Outlook, Spanish, Microsoft Excel, Microsoft Word, Microsoft Office, Management, Asset Managment, Equities, Portfolio Management, Investments, Asset Management, Finance, Budgets, Analysis, Financial Analysis, Economics, Mutual Funds, Financial Modeling, Data Analysis, Program Management, Research, Asset Allocation, Valuation, Trading, Bloomberg, Quantitative Analytics, Investment Strategies, Market Research, Strategic Financial..., Corporate Finance, Risk Management
Education
CFA Program 2014 — 2016
2015 Level II Candidate
University of California, Los Angeles 2006 — 2010
BA, Economics
Flora Burke Flora Burke's Morgan Stanley Smith Barney Experience January 2000 - June 2003
Job Finacial Advisor at Carlmont Advisors
Industry Financial Services
Experience
Carlmont Advisors July 2013 - Present
ProExhibits November 2011 - November 2012
Flora's Garden, November 2009 - November 2011
KaBloom Flowers November 2004 - November 2009
Cornerstone Realty Fund June 2003 - August 2004
Morgan Stanley Smith Barney January 2000 - June 2003
Smith Barney January 1989 - January 2000
Skills
Investments, Financial Advisory, Wealth Management, Mutual Funds, Retirement, 401k, Strategic Planning
Education
University of California, Santa Cruz
B.A, Psychology; Finance
Carlmont Advisors July 2013 - Present
ProExhibits November 2011 - November 2012
Flora's Garden, November 2009 - November 2011
KaBloom Flowers November 2004 - November 2009
Cornerstone Realty Fund June 2003 - August 2004
Morgan Stanley Smith Barney January 2000 - June 2003
Smith Barney January 1989 - January 2000
Skills
Investments, Financial Advisory, Wealth Management, Mutual Funds, Retirement, 401k, Strategic Planning
Education
University of California, Santa Cruz
B.A, Psychology; Finance
Ann Xu, CPA's Morgan Stanley Smith Barney Experience September 2009 - December 2009
Job Transfer Pricing Manager at PwC
Industry Financial Services
Experience
PwC August 2015 - Present
EY July 2010 - August 2015
Ameriprise Financial August 2009 - June 2010
Morgan Stanley Smith Barney September 2009 - December 2009
Skills
Financial Analysis, Transfer Pricing, Financial Modeling, Auditing, Tax, Risk Management, International Accounting, Exposure Assessment, Investments, Strategic Financial..., Finance, Analysis
Education
University of California, Los Angeles
Bachelor's
PwC August 2015 - Present
EY July 2010 - August 2015
Ameriprise Financial August 2009 - June 2010
Morgan Stanley Smith Barney September 2009 - December 2009
Skills
Financial Analysis, Transfer Pricing, Financial Modeling, Auditing, Tax, Risk Management, International Accounting, Exposure Assessment, Investments, Strategic Financial..., Finance, Analysis
Education
University of California, Los Angeles
Bachelor's
Rex Tagliaferri Rex Tagliaferri's Morgan Stanley Smith Barney Experience 1993 - 2012
Job Financial Advisor
Industry Financial Services
Experience
Morgan Stanley Smith Barney 1993 - 2012
Skills
Wealth Management, Equities, Investments, Sales Management, Asset Management, Financial Analysis, Portfolio Management, Mergers, Financial Services
Education
University of California, Santa Barbara
Communications/Economics, Economics, BA
Morgan Stanley Smith Barney 1993 - 2012
Skills
Wealth Management, Equities, Investments, Sales Management, Asset Management, Financial Analysis, Portfolio Management, Mergers, Financial Services
Education
University of California, Santa Barbara
Communications/Economics, Economics, BA
Danielle Woods Danielle Woods's Morgan Stanley Smith Barney Experience 2008 - 2012
Job Gerber Goldschmidt Group
Industry Venture Capital & Private Equity
Experience
Gerber Goldschmidt Group September 2015 - Present
KPMG US November 2014 - August 2015
Brandes Investment Partners January 2013 - October 2014
Morgan Stanley Smith Barney 2008 - 2012
Gallo Sales Company 2007 - 2008
Merrill Lynch 2006 - 2007
Skills
Asset Allocation, Investments, Alternative Investments, Mutual Funds, Wealth Management, Series 7
Education
University of California, San Diego - The Rady School of Management 2012 — 2014
Master of Business Administration (MBA)
California State University, Stanislaus 2002 — 2006
Bachelor of Science (BS), Business Administration, Marketing
Gerber Goldschmidt Group September 2015 - Present
KPMG US November 2014 - August 2015
Brandes Investment Partners January 2013 - October 2014
Morgan Stanley Smith Barney 2008 - 2012
Gallo Sales Company 2007 - 2008
Merrill Lynch 2006 - 2007
Skills
Asset Allocation, Investments, Alternative Investments, Mutual Funds, Wealth Management, Series 7
Education
University of California, San Diego - The Rady School of Management 2012 — 2014
Master of Business Administration (MBA)
California State University, Stanislaus 2002 — 2006
Bachelor of Science (BS), Business Administration, Marketing
Elaine Y. Liu Elaine Y. Liu's Morgan Stanley Smith Barney Experience June 2012 - September 2012
Job Core Forensics Associate at PwC
Industry Accounting
Experience
PwC August 2015 - Present
PwC June 2014 - August 2014
Stanford Hospital & Clinics June 2013 - July 2013
Mesa West Capital November 2012 - June 2013
Bruin Ad Team October 2011 - June 2013
Morgan Stanley Smith Barney June 2012 - September 2012
Daily Bruin Marketing & Sales October 2011 - January 2012
Camp Galileo June 2008 - August 2011
Sweet Corner Frozen Yogurt/Ice Cream Store May 2010 - June 2011
Henry M. Gunn's High School Newspaper "The Oracle" May 2008 - June 2011
Skills
Microsoft Excel, Marketing, InDesign, Product Marketing, Customer Service, Microsoft Office, Accounting, Excel, Word, PowerPoint, Mobile Marketing, Sales Management, Yardi Voyager, Advertising, Photoshop, C++, Visual Basic, Microsoft Word
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts (B.A.), Business Economics Major
Henry M. Gunn High School 2007 — 2011
PwC August 2015 - Present
PwC June 2014 - August 2014
Stanford Hospital & Clinics June 2013 - July 2013
Mesa West Capital November 2012 - June 2013
Bruin Ad Team October 2011 - June 2013
Morgan Stanley Smith Barney June 2012 - September 2012
Daily Bruin Marketing & Sales October 2011 - January 2012
Camp Galileo June 2008 - August 2011
Sweet Corner Frozen Yogurt/Ice Cream Store May 2010 - June 2011
Henry M. Gunn's High School Newspaper "The Oracle" May 2008 - June 2011
Skills
Microsoft Excel, Marketing, InDesign, Product Marketing, Customer Service, Microsoft Office, Accounting, Excel, Word, PowerPoint, Mobile Marketing, Sales Management, Yardi Voyager, Advertising, Photoshop, C++, Visual Basic, Microsoft Word
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts (B.A.), Business Economics Major
Henry M. Gunn High School 2007 — 2011
Darryl Parsons Darryl Parsons's Morgan Stanley Smith Barney Experience 1985 - 1988
Job Business & Sales Channel Development
Industry Marketing and Advertising
Experience
OAKHURST SIGNS & Graphic Design January 2015 - Present
Landmark Dividend October 2012 - November 2014
Manufacturing Resources International, Inc. Sister-Company of American Panel Corp Commercial Display August 2007 - June 2012
CBS Outdoor August 2004 - June 2006
Revolution/ Bressler Outdoor Advertising, LLC./ Chancellor Outdoor/ Olympus Media, LLC. February 1997 - April 2004
AT&T Wireless & Windriver Media, LLC/ Consulting, Management Media September 1988 - January 1998
Morgan Stanley Smith Barney 1985 - 1988
Oscar Mayer / General Foods July 1981 - November 1983
Skills
Business Development, Digital Media, Sales Management, Integrated Marketing, Strategy, Project Management, New Business Development, Start-ups, Business Strategy, CRM, Marketing, LCD, Pricing, Lease Negotiations, Acquisitions, Digital Signage, Account Management, Sales, Leasehold, Lead Generation, SEO, Marketing Management, Team Building, Management, Wireless Networking, Funding, Relationship Management, Building Strong..., Purchase Option, Strategic sales channels, Sales channel management, Kiosk, Sales Growth, Graphics, Marketing Strategy, Strategic Partnerships, Leadership
Education
University of Central Florida - College of Business Administration
Finance B.S.B.A. Degree/ Economics, Accounting, Finance, Marketing, 3.45 / 4.0
OAKHURST SIGNS & Graphic Design January 2015 - Present
Landmark Dividend October 2012 - November 2014
Manufacturing Resources International, Inc. Sister-Company of American Panel Corp Commercial Display August 2007 - June 2012
CBS Outdoor August 2004 - June 2006
Revolution/ Bressler Outdoor Advertising, LLC./ Chancellor Outdoor/ Olympus Media, LLC. February 1997 - April 2004
AT&T Wireless & Windriver Media, LLC/ Consulting, Management Media September 1988 - January 1998
Morgan Stanley Smith Barney 1985 - 1988
Oscar Mayer / General Foods July 1981 - November 1983
Skills
Business Development, Digital Media, Sales Management, Integrated Marketing, Strategy, Project Management, New Business Development, Start-ups, Business Strategy, CRM, Marketing, LCD, Pricing, Lease Negotiations, Acquisitions, Digital Signage, Account Management, Sales, Leasehold, Lead Generation, SEO, Marketing Management, Team Building, Management, Wireless Networking, Funding, Relationship Management, Building Strong..., Purchase Option, Strategic sales channels, Sales channel management, Kiosk, Sales Growth, Graphics, Marketing Strategy, Strategic Partnerships, Leadership
Education
University of Central Florida - College of Business Administration
Finance B.S.B.A. Degree/ Economics, Accounting, Finance, Marketing, 3.45 / 4.0
Mark Gizejewski's Morgan Stanley Smith Barney Experience August 2006 - June 2012
Job Senior Application Developer at PIMCO
Industry Financial Services
Experience
PIMCO June 2012 - Present
Morgan Stanley Smith Barney August 2006 - June 2012
Goldman Sachs March 2004 - July 2006
Oracle November 1998 - March 2004
Skills
Equities, Derivatives, Sybase, Fixed Income, Trading Systems, Java, C++, Spring, Hibernate, XSLT, JUnit, Maven, Perforce, Eclipse, JIRA, Crucible, Fisheye, JAXB, SQL, Quartz, CVS, C#, JAXP, Management, Subversion, Oracle SQL, FX Derivatives, Oracle
Education
Latymer Upper School
University of Cambridge
Master of Arts (MA), Computer Science
PIMCO June 2012 - Present
Morgan Stanley Smith Barney August 2006 - June 2012
Goldman Sachs March 2004 - July 2006
Oracle November 1998 - March 2004
Skills
Equities, Derivatives, Sybase, Fixed Income, Trading Systems, Java, C++, Spring, Hibernate, XSLT, JUnit, Maven, Perforce, Eclipse, JIRA, Crucible, Fisheye, JAXB, SQL, Quartz, CVS, C#, JAXP, Management, Subversion, Oracle SQL, FX Derivatives, Oracle
Education
Latymer Upper School
University of Cambridge
Master of Arts (MA), Computer Science
Marc Ackerman Marc Ackerman's Morgan Stanley Smith Barney Experience October 2007 - November 2012
Job Senior Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2012 - Present
Morgan Stanley Smith Barney October 2007 - November 2012
Wells Fargo Investments, LLC July 2000 - October 2007
Skills
Investments, Retirement Planning
Education
University of California, Santa Barbara
Wells Fargo Advisors, LLC November 2012 - Present
Morgan Stanley Smith Barney October 2007 - November 2012
Wells Fargo Investments, LLC July 2000 - October 2007
Skills
Investments, Retirement Planning
Education
University of California, Santa Barbara
Chasen Smiegiel Chasen Smiegiel's Morgan Stanley Smith Barney Experience January 2010 - December 2010
Job Financial Analyst II at Twitter
Industry Internet
Experience
Twitter September 2014 - Present
Stone & Youngberg/Stifel Nicolaus August 2012 - September 2014
PROnoise Inc. August 2010 - July 2012
S&P Capital IQ July 2011 - January 2012
Citrusbyte February 2011 - July 2011
Morgan Stanley Smith Barney January 2010 - December 2010
Keiretsu Forum Los Angeles June 2010 - September 2010
Skills
WFR, Entrepreneurship, Start-ups, Product Management, Business Strategy, New Business Development, Online Advertising, Marketing Strategy, Social Media, Business Development, Social Networking, Public Speaking, Competitive Analysis, Market Research, Social Media Marketing
Education
UCLA 2007 — 2011
Bachelor's degree, International Development Studies
John Cabot University
Twitter September 2014 - Present
Stone & Youngberg/Stifel Nicolaus August 2012 - September 2014
PROnoise Inc. August 2010 - July 2012
S&P Capital IQ July 2011 - January 2012
Citrusbyte February 2011 - July 2011
Morgan Stanley Smith Barney January 2010 - December 2010
Keiretsu Forum Los Angeles June 2010 - September 2010
Skills
WFR, Entrepreneurship, Start-ups, Product Management, Business Strategy, New Business Development, Online Advertising, Marketing Strategy, Social Media, Business Development, Social Networking, Public Speaking, Competitive Analysis, Market Research, Social Media Marketing
Education
UCLA 2007 — 2011
Bachelor's degree, International Development Studies
John Cabot University
Tanner Heaphy Tanner Heaphy's Morgan Stanley Smith Barney Experience November 2010 - May 2011
Job Account Executive at Cloudera
Industry Computer Software
Experience
Cloudera November 2013 - Present
Cloudera August 2012 - November 2013
Morgan Stanley Smith Barney November 2010 - May 2011
Skills
Salesforce.com, Analytics, Data Analysis, Cloud Computing, Enterprise Software, Business Development, Business Intelligence, Start-ups, Entrepreneurship, Statistics, CRM, Databases, Strategic Partnerships, Finance, Lead Generation, Networking, Hadoop, Big Data, Sales, Leadership, Marketing, Management
Education
UCLA 2008 — 2012
Bachelor of Arts (B.A.), Development Economics and International Development
Jesuit High School 2004 — 2008
Cloudera November 2013 - Present
Cloudera August 2012 - November 2013
Morgan Stanley Smith Barney November 2010 - May 2011
Skills
Salesforce.com, Analytics, Data Analysis, Cloud Computing, Enterprise Software, Business Development, Business Intelligence, Start-ups, Entrepreneurship, Statistics, CRM, Databases, Strategic Partnerships, Finance, Lead Generation, Networking, Hadoop, Big Data, Sales, Leadership, Marketing, Management
Education
UCLA 2008 — 2012
Bachelor of Arts (B.A.), Development Economics and International Development
Jesuit High School 2004 — 2008
Paul Wilcox Paul Wilcox's Morgan Stanley Smith Barney Experience January 2007 - June 2011
Job Workday Principal Consultant at CPSG Partners
Industry Information Technology and Services
Experience
CPSG Partners June 2014 - Present
Acumen Solutions January 2013 - May 2014
Cleary Gottlieb Steen & Hamilton LLP July 2011 - December 2012
Morgan Stanley Smith Barney January 2007 - June 2011
Acumen Solutions October 2005 - December 2006
Skills
Project Portfolio..., Workday, Project Delivery, Project Management, Change Management, Program Management, Software Project..., PMO, Relationship Management, Stakeholder Management, SDLC, Vendor Management, Business Analysis, Requirements Analysis, Process Improvement, Business Process..., Technical Training, Financial Services, SharePoint, Integration, Management
Education
University of California, San Diego 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
CPSG Partners June 2014 - Present
Acumen Solutions January 2013 - May 2014
Cleary Gottlieb Steen & Hamilton LLP July 2011 - December 2012
Morgan Stanley Smith Barney January 2007 - June 2011
Acumen Solutions October 2005 - December 2006
Skills
Project Portfolio..., Workday, Project Delivery, Project Management, Change Management, Program Management, Software Project..., PMO, Relationship Management, Stakeholder Management, SDLC, Vendor Management, Business Analysis, Requirements Analysis, Process Improvement, Business Process..., Technical Training, Financial Services, SharePoint, Integration, Management
Education
University of California, San Diego 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
Jordan Senko Jordan Senko's Morgan Stanley Smith Barney Experience July 2012 - September 2012
Job Founder and CAO of Hurley Brothers LLC
Industry Research
Experience
UCLA September 2010 - Present
UCLA Mobile Clinic Project August 2013 - Present
Hurley Brothers LLC October 2013 - Present
Morgan Stanley Smith Barney July 2012 - September 2012
CapitalSource Bank July 2011 - September 2011
Skills
Mutual Funds, Portfolio Management, Finance, Wealth Management, Financial Services, Asset Allocation, Insurance, Retirement Planning
Education
UCLA 2010 — 2015
BS, Political Science (International Relations)/ Economics/ Pre-Med
UCLA September 2010 - Present
UCLA Mobile Clinic Project August 2013 - Present
Hurley Brothers LLC October 2013 - Present
Morgan Stanley Smith Barney July 2012 - September 2012
CapitalSource Bank July 2011 - September 2011
Skills
Mutual Funds, Portfolio Management, Finance, Wealth Management, Financial Services, Asset Allocation, Insurance, Retirement Planning
Education
UCLA 2010 — 2015
BS, Political Science (International Relations)/ Economics/ Pre-Med
Igor Kipnis, CFP® Igor Kipnis, CFP®'s Morgan Stanley Smith Barney Experience June 2005 - November 2010
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors November 2010 - Present
Morgan Stanley Smith Barney June 2005 - November 2010
Investor's Bank and Trust 2004 - 2005
Washington Mutual, Inc. 2001 - 2004
Bank Of America 1999 - 2001
Intel 1999 - 2000
Education
University of California, Santa Barbara 2002 — 2004
Bachelor of Arts, Business Economics with Emphasis in Accounting
Wells Fargo Advisors November 2010 - Present
Morgan Stanley Smith Barney June 2005 - November 2010
Investor's Bank and Trust 2004 - 2005
Washington Mutual, Inc. 2001 - 2004
Bank Of America 1999 - 2001
Intel 1999 - 2000
Education
University of California, Santa Barbara 2002 — 2004
Bachelor of Arts, Business Economics with Emphasis in Accounting
Stephen Wright , CRPC® Stephen Wright , CRPC®'s Morgan Stanley Smith Barney Experience 2009 - 2011
Job Financial Advisor
Industry Financial Services
Experience
E*TRADE Financial 2011 - Present
Morgan Stanley Smith Barney 2009 - 2011
Education
University of California, San Diego
Bachelor's Degree
E*TRADE Financial 2011 - Present
Morgan Stanley Smith Barney 2009 - 2011
Education
University of California, San Diego
Bachelor's Degree
Lissette Blandino Lissette Blandino's Morgan Stanley Smith Barney Experience July 2000 - March 2010
Job Attorney at Law
Industry Law Practice
Experience
The Law Offices of Lissette Blandino December 2010 - Present
Morgan Stanley Smith Barney July 2000 - March 2010
Skills
Securities, Bankruptcy, Estate Planning, Series 7, Licensing, Asset Management, FINRA, Financial Services, Arbitration, Mutual Funds, Legal Research, Mergers & Acquisitions, Customer Service
Education
University of Utah S.J. Quinney College of Law 1989 — 1992
JD, Law
University of California, Riverside 1985 — 1989
BS, Biology
The Law Offices of Lissette Blandino December 2010 - Present
Morgan Stanley Smith Barney July 2000 - March 2010
Skills
Securities, Bankruptcy, Estate Planning, Series 7, Licensing, Asset Management, FINRA, Financial Services, Arbitration, Mutual Funds, Legal Research, Mergers & Acquisitions, Customer Service
Education
University of Utah S.J. Quinney College of Law 1989 — 1992
JD, Law
University of California, Riverside 1985 — 1989
BS, Biology
Steven Vieira Steven Vieira's Morgan Stanley Smith Barney Experience November 2009 - December 2010
Job Institutional Equity Trader at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald 2011 - Present
Angel City Pit Bulls September 2012 - Present
Morgan Stanley Smith Barney November 2009 - December 2010
UBS Wealth Management November 2007 - October 2009
Chicago Bears July 2007 - October 2007
Cincinnati Bengals April 2005 - September 2006
Skills
Trading, Alternative Investments, Equities, Investments, Series 7, Securities, Small Cap Equities
Education
University of California, Los Angeles 2000 — 2004
Cantor Fitzgerald 2011 - Present
Angel City Pit Bulls September 2012 - Present
Morgan Stanley Smith Barney November 2009 - December 2010
UBS Wealth Management November 2007 - October 2009
Chicago Bears July 2007 - October 2007
Cincinnati Bengals April 2005 - September 2006
Skills
Trading, Alternative Investments, Equities, Investments, Series 7, Securities, Small Cap Equities
Education
University of California, Los Angeles 2000 — 2004
Heather Syme Heather Syme's Morgan Stanley Smith Barney Experience January 2001 - April 2002
Job Medical Device Sales Representative Account Manager/ Business Consultant
Industry Medical Devices
Experience
Viora 2011 - Present
Rhytec Inc April 2008 - 2010
SMITHS MEDICAL/ ETHICON ENDO SURGERY April 2002 - April 2007
Morgan Stanley Smith Barney January 2001 - April 2002
Skills
Medical Devices, Capital Equipment, Direct Sales, Hospitals, Sales Process, Selling, Sales, Sales Effectiveness, New Business Development, Account Management, Healthcare, Key Account Management, Market Planning, Marketing, Trade Shows, Product Marketing, Market Penetration, Business Development, Business Planning, Medical Sales, Dermatology, Qualifying Prospects, Market Analysis, Energetic Self-Starter, Medical Device..., Medical Terminology, Clinical Development, Maintaining..., Professional Experience, Works well with a team, Integrated Marketing, Friendly Personality, Learning Quickly, Personal Development, Goal Oriented, Highly Reliable, Positive Energy, High Performance Teams, Passionate about work, Product Innovation, Team Building, Open Minded, Surgeons, General Surgery, Surgical Instruments, Clinical Research, ENT, Neurosurgery, Urology, Pharmaceutical Sales
Education
University of Cincinnati 1998 — 2002
B.S, International Business &Marketing
Viora 2011 - Present
Rhytec Inc April 2008 - 2010
SMITHS MEDICAL/ ETHICON ENDO SURGERY April 2002 - April 2007
Morgan Stanley Smith Barney January 2001 - April 2002
Skills
Medical Devices, Capital Equipment, Direct Sales, Hospitals, Sales Process, Selling, Sales, Sales Effectiveness, New Business Development, Account Management, Healthcare, Key Account Management, Market Planning, Marketing, Trade Shows, Product Marketing, Market Penetration, Business Development, Business Planning, Medical Sales, Dermatology, Qualifying Prospects, Market Analysis, Energetic Self-Starter, Medical Device..., Medical Terminology, Clinical Development, Maintaining..., Professional Experience, Works well with a team, Integrated Marketing, Friendly Personality, Learning Quickly, Personal Development, Goal Oriented, Highly Reliable, Positive Energy, High Performance Teams, Passionate about work, Product Innovation, Team Building, Open Minded, Surgeons, General Surgery, Surgical Instruments, Clinical Research, ENT, Neurosurgery, Urology, Pharmaceutical Sales
Education
University of Cincinnati 1998 — 2002
B.S, International Business &Marketing
Peter Tran Peter Tran's Morgan Stanley Smith Barney Experience 2008 - 2009
Job Associate Technology M&A at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse April 2014 - Present
Credit Suisse August 2012 - March 2014
Robert W. Baird & Co. July 2010 - August 2012
Morgan Stanley Smith Barney 2008 - 2009
Skills
Healthcare, Mergers, Valuation, Financial Modeling, Acquisition Analysis, Due Diligence, Mergers
Education
Washington University in St. Louis - Olin Business School 2009 — 2010
Master of Science, Finance
University of California, San Diego 2004 — 2008
Bachelor of Arts, Psychology, Pre-Medical
Credit Suisse April 2014 - Present
Credit Suisse August 2012 - March 2014
Robert W. Baird & Co. July 2010 - August 2012
Morgan Stanley Smith Barney 2008 - 2009
Skills
Healthcare, Mergers, Valuation, Financial Modeling, Acquisition Analysis, Due Diligence, Mergers
Education
Washington University in St. Louis - Olin Business School 2009 — 2010
Master of Science, Finance
University of California, San Diego 2004 — 2008
Bachelor of Arts, Psychology, Pre-Medical
Erick Araujo's Morgan Stanley Smith Barney Experience June 2005 - September 2005
Job
Industry Judiciary
Experience
Seattle Municipal Court April 2015 - Present
Pexel Research Services September 2013 - Present
BDO USA, LLP November 2011 - June 2012
Ameriprise Financial Services, Inc. September 2006 - September 2007
Morgan Stanley Smith Barney June 2005 - September 2005
Skills
Microsoft Excel, PowerPoint, Finance, Customer Service, Microsoft Office, Investments, Leadership, Accounting, Management
Education
Ballard HS
UCSD 2010 — 2011
BA, Economics
UCSB 2007 — 2010
BS, Economics
SBCC 2007 — 2010
Associate of Arts, Economics; Spanish
University of Washington
Seattle Municipal Court April 2015 - Present
Pexel Research Services September 2013 - Present
BDO USA, LLP November 2011 - June 2012
Ameriprise Financial Services, Inc. September 2006 - September 2007
Morgan Stanley Smith Barney June 2005 - September 2005
Skills
Microsoft Excel, PowerPoint, Finance, Customer Service, Microsoft Office, Investments, Leadership, Accounting, Management
Education
Ballard HS
UCSD 2010 — 2011
BA, Economics
UCSB 2007 — 2010
BS, Economics
SBCC 2007 — 2010
Associate of Arts, Economics; Spanish
University of Washington
Rachel Parks, CPA's Morgan Stanley Smith Barney Experience June 2011 - September 2011
Job Audit Senior at Deloitte
Industry Accounting
Experience
Deloitte September 2012 - Present
Morgan Stanley Smith Barney June 2011 - September 2011
UCLA Daily Bruin January 2009 - January 2010
Skills
Financial Analysis, Microsoft Excel, Financial Statement..., SEC filings, Financial Accounting, Auditing, Financial Reporting, Accounting, Finance, Due Diligence, Economics, PowerPoint, Internal Controls, Data Analysis, Microsoft Word, Mergers & Acquisitions
Education
University of California, Los Angeles 2008 — 2012
BA, Business Economics
Deloitte September 2012 - Present
Morgan Stanley Smith Barney June 2011 - September 2011
UCLA Daily Bruin January 2009 - January 2010
Skills
Financial Analysis, Microsoft Excel, Financial Statement..., SEC filings, Financial Accounting, Auditing, Financial Reporting, Accounting, Finance, Due Diligence, Economics, PowerPoint, Internal Controls, Data Analysis, Microsoft Word, Mergers & Acquisitions
Education
University of California, Los Angeles 2008 — 2012
BA, Business Economics
Robert Jung Robert Jung's Morgan Stanley Smith Barney Experience 2002 - 2005
Job Vice President, Wealth Management Advisor, The Private Client Reserve
Industry Financial Services
Experience
U.S. Bank January 2010 - Present
Lenox Wealth Management July 2005 - January 2010
Morgan Stanley Smith Barney 2002 - 2005
Klosterman Baking Company, Inc 1995 - 2001
David J Joseph Company 1992 - 1994
Velvasheen Manufacturing 1991 - 1991
USF&G 1988 - 1991
Burke Marketing Research 1979 - 1988
Arthur Andersen & Co. 1972 - 1979
Skills
Personal Financial...
Education
University of Cincinnati College of Business 1969 — 1972
U.S. Bank January 2010 - Present
Lenox Wealth Management July 2005 - January 2010
Morgan Stanley Smith Barney 2002 - 2005
Klosterman Baking Company, Inc 1995 - 2001
David J Joseph Company 1992 - 1994
Velvasheen Manufacturing 1991 - 1991
USF&G 1988 - 1991
Burke Marketing Research 1979 - 1988
Arthur Andersen & Co. 1972 - 1979
Skills
Personal Financial...
Education
University of Cincinnati College of Business 1969 — 1972
Christopher Hagopian Christopher Hagopian's Morgan Stanley Smith Barney Experience 1998 - 2004
Job Vice President Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc May 2010 - Present
Bank of America / Merrill Lynch October 2009 - May 2010
Banc of America Investments October 2004 - October 2009
Morgan Stanley Smith Barney 1998 - 2004
Morgan Stanley 1996 - 1998
Education
UC San Diego 1994 — 1998
B.A.
UBS Financial Services, Inc May 2010 - Present
Bank of America / Merrill Lynch October 2009 - May 2010
Banc of America Investments October 2004 - October 2009
Morgan Stanley Smith Barney 1998 - 2004
Morgan Stanley 1996 - 1998
Education
UC San Diego 1994 — 1998
B.A.
Scott Kline's Morgan Stanley Smith Barney Experience January 2006 - Present
Job
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney January 2006 - Present
UBS Wealth Management May 1994 - December 2005
Alliance Capital Management August 1991 - April 1994
Goldman Sachs July 1988 - August 1991
JP Morgan FCS July 1986 - August 1988
Skills
Wealth Management, Fixed Income, Portfolio Management, Equities, Asset Managment, Securities, Asset Allocation
Education
New York University - Leonard N. Stern School of Business 1988 — 1991
MBA
University of Colorado Boulder 1981 — 1986
BS
Evergreen High School 1979 — 1981
Morgan Stanley Smith Barney January 2006 - Present
UBS Wealth Management May 1994 - December 2005
Alliance Capital Management August 1991 - April 1994
Goldman Sachs July 1988 - August 1991
JP Morgan FCS July 1986 - August 1988
Skills
Wealth Management, Fixed Income, Portfolio Management, Equities, Asset Managment, Securities, Asset Allocation
Education
New York University - Leonard N. Stern School of Business 1988 — 1991
MBA
University of Colorado Boulder 1981 — 1986
BS
Evergreen High School 1979 — 1981
Andrew Burwell's Morgan Stanley Smith Barney Experience January 2009 - Present
Job Financial Advisor at Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2009 - Present
Merrill Lynch January 1999 - January 2009
Education
University of Colorado Boulder 1994 — 1998
Morgan Stanley Smith Barney January 2009 - Present
Merrill Lynch January 1999 - January 2009
Education
University of Colorado Boulder 1994 — 1998
Tristan Kass's Morgan Stanley Smith Barney Experience June 2007 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2007 - Present
Waddell & Reed August 2006 - April 2007
Petersen & Assoc January 2005 - November 2006
Education
University of California, Santa Barbara
Morgan Stanley Smith Barney June 2007 - Present
Waddell & Reed August 2006 - April 2007
Petersen & Assoc January 2005 - November 2006
Education
University of California, Santa Barbara
Darius Raulinaitis, CFA's Morgan Stanley Smith Barney Experience February 1990 - Present
Job Portfolio Manager
Industry Investment Management
Experience
Morgan Stanley Smith Barney February 1990 - Present
Education
University of California, Los Angeles 1977 — 1981
Morgan Stanley Smith Barney February 1990 - Present
Education
University of California, Los Angeles 1977 — 1981
Eric Stern's Morgan Stanley Smith Barney Experience July 2010 - June 2013
Job Managing Director, Private Banking at Ascent Private Capital Management of U.S. Bank
Industry Financial Services
Experience
U.S. Bank June 2013 - Present
Morgan Stanley Smith Barney July 2010 - June 2013
Union Bank December 2008 - July 2010
Merrill Lynch June 2006 - December 2008
Citibank 2004 - 2006
William O'Neil & Company 1997 - 2002
Skills
Series 7, Portfolio Management, Alternative Investments, Banking, Series 63, Loans, Credit, Wealth Management, Finance, Commercial Banking, Private Banking, Investments, Private Equity, Relationship Management, Financial Structuring, Fixed Income
Education
University of Southern California - Marshall School of Business 2000 — 2002
Master's degree, FInance
University of California, Santa Barbara 1994 — 1997
BA, Business Economics
John F. Kennedy High School 1990 — 1993
U.S. Bank June 2013 - Present
Morgan Stanley Smith Barney July 2010 - June 2013
Union Bank December 2008 - July 2010
Merrill Lynch June 2006 - December 2008
Citibank 2004 - 2006
William O'Neil & Company 1997 - 2002
Skills
Series 7, Portfolio Management, Alternative Investments, Banking, Series 63, Loans, Credit, Wealth Management, Finance, Commercial Banking, Private Banking, Investments, Private Equity, Relationship Management, Financial Structuring, Fixed Income
Education
University of Southern California - Marshall School of Business 2000 — 2002
Master's degree, FInance
University of California, Santa Barbara 1994 — 1997
BA, Business Economics
John F. Kennedy High School 1990 — 1993
Cam McClung's Morgan Stanley Smith Barney Experience February 1997 - Present
Job Financial Planning Associate at Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 1997 - Present
Education
University of Cincinnati 1995 — 1999
Morgan Stanley Smith Barney February 1997 - Present
Education
University of Cincinnati 1995 — 1999
F. Kenneth Vudmaska's Morgan Stanley Smith Barney Experience September 1997 - November 1997
Job Accounting Manager at Dalton Investments
Industry Investment Management
Experience
Dalton Investments March 2014 - Present
Giovine Capital Group May 2007 - March 2014
Giovine Capital Group May 2007 - March 2014
First Quadrant L.P January 2006 - May 2007
First Quadrant October 2001 - May 2007
First Quadrant October 2001 - December 2005
Trust Company of the West/Mellon Financial March 2000 - October 2001
Trust Company of the West March 1999 - October 2001
Primerica Financial Services November 1997 - February 2000
Morgan Stanley Smith Barney September 1997 - November 1997
Skills
Bloomberg, Fixed Income, Equities, Hedge Funds, Analysis, Bloomberg Terminal, Derivatives, Management, Financial Analysis, Asset Management, Portfolio Management, Investments, Financial Services, Accounting
Education
University of California, Santa Barbara 1995 — 1997
Bachelor of Arts (B.A.), Philosophy; Ethics and Public Policy
Dalton Investments March 2014 - Present
Giovine Capital Group May 2007 - March 2014
Giovine Capital Group May 2007 - March 2014
First Quadrant L.P January 2006 - May 2007
First Quadrant October 2001 - May 2007
First Quadrant October 2001 - December 2005
Trust Company of the West/Mellon Financial March 2000 - October 2001
Trust Company of the West March 1999 - October 2001
Primerica Financial Services November 1997 - February 2000
Morgan Stanley Smith Barney September 1997 - November 1997
Skills
Bloomberg, Fixed Income, Equities, Hedge Funds, Analysis, Bloomberg Terminal, Derivatives, Management, Financial Analysis, Asset Management, Portfolio Management, Investments, Financial Services, Accounting
Education
University of California, Santa Barbara 1995 — 1997
Bachelor of Arts (B.A.), Philosophy; Ethics and Public Policy
Don Dybeck's Morgan Stanley Smith Barney Experience 1971 - 2005
Job Financial Services Professional (retired)
Industry Financial Services
Experience
Rotary International 1972 - Present
Morgan Stanley Smith Barney 1971 - 2005
US Navy 1967 - 1970
Skills
Series 7, Series 63, Wealth Management, Equities, Mutual Funds, Investments, Retirement Planning, Portfolio Management, Securities, Asset Allocation, Investment Advisory, Strategic Financial..., Fixed Income, Investment Strategies, Asset Management
Education
University of California, Los Angeles 1964 — 1966
Long Beach State College 1962 — 1964
Rotary International 1972 - Present
Morgan Stanley Smith Barney 1971 - 2005
US Navy 1967 - 1970
Skills
Series 7, Series 63, Wealth Management, Equities, Mutual Funds, Investments, Retirement Planning, Portfolio Management, Securities, Asset Allocation, Investment Advisory, Strategic Financial..., Fixed Income, Investment Strategies, Asset Management
Education
University of California, Los Angeles 1964 — 1966
Long Beach State College 1962 — 1964
Olivier Villard's Morgan Stanley Smith Barney Experience February 2008 - June 2010
Job VP of Marketing and Finance at La Marquise Desserts, Inc.
Industry Hospitality
Experience
La Marquise Desserts, Inc. June 2012 - Present
Merrill Lynch July 2010 - June 2012
Morgan Stanley Smith Barney February 2008 - June 2010
Wells Fargo Financial July 2004 - August 2007
Skills
Fixed Annuities, Investments, Retirement Planning, Series 7, Strategic Financial..., Life Insurance, Mortgage Lending, Mutual Funds, Estate Planning, Insurance, Loans, Long-term Care, Asset Managment, Series 63, Financial Analysis, Asset Management
Education
University of Central Florida 2000 — 2004
Business, Accounting
La Marquise Desserts, Inc. June 2012 - Present
Merrill Lynch July 2010 - June 2012
Morgan Stanley Smith Barney February 2008 - June 2010
Wells Fargo Financial July 2004 - August 2007
Skills
Fixed Annuities, Investments, Retirement Planning, Series 7, Strategic Financial..., Life Insurance, Mortgage Lending, Mutual Funds, Estate Planning, Insurance, Loans, Long-term Care, Asset Managment, Series 63, Financial Analysis, Asset Management
Education
University of Central Florida 2000 — 2004
Business, Accounting
Herman Quispe's Morgan Stanley Smith Barney Experience January 1999 - Present
Job Registered Marketing Associate at Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 1999 - Present
Education
University of California, Los Angeles
Morgan Stanley Smith Barney January 1999 - Present
Education
University of California, Los Angeles
Phong Trang's Morgan Stanley Smith Barney Experience September 2010 - Present
Job Senior Registered Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney September 2010 - Present
Comerica Securities June 2007 - September 2010
Ameriprise Financial March 2005 - June 2007
ING DIRECT 2004 - 2005
Education
University of California, Los Angeles
BA, Economics
Morgan Stanley Smith Barney September 2010 - Present
Comerica Securities June 2007 - September 2010
Ameriprise Financial March 2005 - June 2007
ING DIRECT 2004 - 2005
Education
University of California, Los Angeles
BA, Economics
Michael Neugent's Morgan Stanley Smith Barney Experience 2009 - May 2012
Job Director, MS Finance Program; Asst. Professor at University of Cincinnati
Industry Financial Services
Experience
University of Cincinnati May 2012 - Present
Morgan Stanley Smith Barney 2009 - May 2012
UC 2009 - 2009
webfeat inc 2007 - 2008
Cardinal Inc October 2000 - January 2002
Premier Marketing 1992 - 1999
Skills
Financial Analysis, Investments
Education
University of Cincinnati College of Business 2008 — 2009
MBA, Management
St. Mary's Seminary & University 2003 — 2007
M.A., Theology
University of Cincinnati May 2012 - Present
Morgan Stanley Smith Barney 2009 - May 2012
UC 2009 - 2009
webfeat inc 2007 - 2008
Cardinal Inc October 2000 - January 2002
Premier Marketing 1992 - 1999
Skills
Financial Analysis, Investments
Education
University of Cincinnati College of Business 2008 — 2009
MBA, Management
St. Mary's Seminary & University 2003 — 2007
M.A., Theology
Joel Lejarde's Morgan Stanley Smith Barney Experience October 2003 - Present
Job Associate
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 2003 - Present
Skills
Series 7, Equities, Securities, Alternative Investments, Microsoft Office, Asset Allocation, Investments, Wealth Management, Financial Modeling, Series 63, Mutual Funds, Investment Advisory
Education
University of California, Los Angeles
BA, History
Morgan Stanley Smith Barney October 2003 - Present
Skills
Series 7, Equities, Securities, Alternative Investments, Microsoft Office, Asset Allocation, Investments, Wealth Management, Financial Modeling, Series 63, Mutual Funds, Investment Advisory
Education
University of California, Los Angeles
BA, History
Carmen North's Morgan Stanley Smith Barney Experience 2008 - 2011
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2011 - Present
Morgan Stanley Smith Barney 2008 - 2011
Spectrus Real Estate Group March 2008 - July 2008
Lifestyles Realtors, LLC May 2004 - March 2008
Education
University of Central Florida - College of Business Administration 1999 — 2002
BS, Business, MIS, Health Science
Merrill Lynch 2011 - Present
Morgan Stanley Smith Barney 2008 - 2011
Spectrus Real Estate Group March 2008 - July 2008
Lifestyles Realtors, LLC May 2004 - March 2008
Education
University of Central Florida - College of Business Administration 1999 — 2002
BS, Business, MIS, Health Science
Cheryl A. Gee, CFP®'s Morgan Stanley Smith Barney Experience September 2004 - June 2010
Job Senior Wealth Strategy Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. June 2010 - Present
Morgan Stanley Smith Barney September 2004 - June 2010
Education
University of California, Los Angeles 1977 — 1981
BA, Economics
UBS Financial Services Inc. June 2010 - Present
Morgan Stanley Smith Barney September 2004 - June 2010
Education
University of California, Los Angeles 1977 — 1981
BA, Economics
Roger Felthoven's Morgan Stanley Smith Barney Experience July 2008 - Present
Job Vice President Portfolio Manager at Morgan Stanley Smith Barney
Industry Investment Management
Experience
Morgan Stanley Smith Barney July 2008 - Present
RBC Wealth Management October 1998 - July 2008
Piper Jaffray November 1985 - September 1998
Education
UCLA 1969 — 1972
Bachelor of Science (BS), Political Science/Economics
Morgan Stanley Smith Barney July 2008 - Present
RBC Wealth Management October 1998 - July 2008
Piper Jaffray November 1985 - September 1998
Education
UCLA 1969 — 1972
Bachelor of Science (BS), Political Science/Economics
Cory Clar's Morgan Stanley Smith Barney Experience 2012 - January 2012
Job Writer and Editor, User Experience (UX)
Industry Financial Services
Experience
Wells Fargo December 2013 - June 2015
Wescom Credit Union October 2012 - November 2013
Morgan Stanley Smith Barney 2012 - January 2012
Wescom Credit Union January 2010 - November 2011
Franklin Templeton Investments 2011 - 2011
Wescom Credit Union 2010 - 2011
Contango Capital Advisors 2008 - 2011
Nollenberger Capital Partners 2006 - 2007
Merriman Curhan Ford & Co. 2003 - 2006
Financial Services and Biotechnology Companies 2001 - 2003
Skills
Editing, Risk Management, Copywriting, Microsoft Excel, Leadership, Research, Series 7, Copy Editing, Financial Analysis, Investments, Asset Managment, Asset Management, Marketing, Marketing Communications, Equity Research, Financial Modeling, Social Media
Education
University of California, Santa Cruz
BA
Wells Fargo December 2013 - June 2015
Wescom Credit Union October 2012 - November 2013
Morgan Stanley Smith Barney 2012 - January 2012
Wescom Credit Union January 2010 - November 2011
Franklin Templeton Investments 2011 - 2011
Wescom Credit Union 2010 - 2011
Contango Capital Advisors 2008 - 2011
Nollenberger Capital Partners 2006 - 2007
Merriman Curhan Ford & Co. 2003 - 2006
Financial Services and Biotechnology Companies 2001 - 2003
Skills
Editing, Risk Management, Copywriting, Microsoft Excel, Leadership, Research, Series 7, Copy Editing, Financial Analysis, Investments, Asset Managment, Asset Management, Marketing, Marketing Communications, Equity Research, Financial Modeling, Social Media
Education
University of California, Santa Cruz
BA
Heidi Sherman's Morgan Stanley Smith Barney Experience April 1986 - March 1989
Job Account Relationship Manager and Business Developer
Industry Marketing and Advertising
Experience
KidRange, Hometown Values Advertising Magazine 2010 - 2011
Postmark Gelato, Inc. 2003 - 2006
Microsoft June 1993 - June 2002
Microsoft July 1992 - June 1993
Microsoft January 1991 - July 1992
Interactive Data April 1989 - January 1991
Morgan Stanley Smith Barney April 1986 - March 1989
Skills
Product Management, Channel Partners, Strategic Partnerships, Client/Partner..., Business Development..., Influencing Sales and..., Driving New Business..., Information Technology..., Developing..., Cross-Departmental..., Developing Strategic..., Communications and..., Product Launch and..., Aligning Sales and..., Competitive Research..., Channel, Go-to-market Strategy, Product Marketing, Solution Selling, Vendor Management, Account Management, Marketing Strategy, New Business Development, Business Development
Education
University of Cincinnati 1981 — 1985
Bachelor of Business Administration (BBA), Marketing/Sales
KidRange, Hometown Values Advertising Magazine 2010 - 2011
Postmark Gelato, Inc. 2003 - 2006
Microsoft June 1993 - June 2002
Microsoft July 1992 - June 1993
Microsoft January 1991 - July 1992
Interactive Data April 1989 - January 1991
Morgan Stanley Smith Barney April 1986 - March 1989
Skills
Product Management, Channel Partners, Strategic Partnerships, Client/Partner..., Business Development..., Influencing Sales and..., Driving New Business..., Information Technology..., Developing..., Cross-Departmental..., Developing Strategic..., Communications and..., Product Launch and..., Aligning Sales and..., Competitive Research..., Channel, Go-to-market Strategy, Product Marketing, Solution Selling, Vendor Management, Account Management, Marketing Strategy, New Business Development, Business Development
Education
University of Cincinnati 1981 — 1985
Bachelor of Business Administration (BBA), Marketing/Sales
Dick Dodge's Morgan Stanley Smith Barney Experience November 1993 - April 2009
Job Senior Vice PresidentInvestments at UBS Financial Services Inc.
Industry Investment Management
Experience
UBS Financial Services Inc. April 2009 - Present
Morgan Stanley Smith Barney November 1993 - April 2009
Education
University of Colorado at Boulder 1972 — 1977
Marketing, Business School
UBS Financial Services Inc. April 2009 - Present
Morgan Stanley Smith Barney November 1993 - April 2009
Education
University of Colorado at Boulder 1972 — 1977
Marketing, Business School
Kevin Goyan's Morgan Stanley Smith Barney Experience July 2008 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2008 - Present
UBS May 1992 - August 2008
Skills
Investments, Series 7, Wealth Management, Series 63, Asset Management, Fixed Income, Retirement Planning, Portfolio Management, Equities, Asset Allocation, Series 65, Alternative Investments, Financial Planning, Securities, Mutual Funds, Estate Planning, Investment Advisory, Options, Risk Management, Managed Accounts, Bonds, Client Service, Retirement, ETFs, Insurance, Separately Managed..., Annuities, Banking, Comprehensive Wealth..., 401k, Investment Strategies, Private Banking, Trading, Bloomberg, Derivatives, Credit, Commercial Lending
Education
University of California, San Diego 1986 — 1990
Bachelors, Communications
Chadwick
Morgan Stanley Smith Barney July 2008 - Present
UBS May 1992 - August 2008
Skills
Investments, Series 7, Wealth Management, Series 63, Asset Management, Fixed Income, Retirement Planning, Portfolio Management, Equities, Asset Allocation, Series 65, Alternative Investments, Financial Planning, Securities, Mutual Funds, Estate Planning, Investment Advisory, Options, Risk Management, Managed Accounts, Bonds, Client Service, Retirement, ETFs, Insurance, Separately Managed..., Annuities, Banking, Comprehensive Wealth..., 401k, Investment Strategies, Private Banking, Trading, Bloomberg, Derivatives, Credit, Commercial Lending
Education
University of California, San Diego 1986 — 1990
Bachelors, Communications
Chadwick
Ceasar Garvida CFP®, CIMA®'s Morgan Stanley Smith Barney Experience May 2007 - May 2012
Job Wealth Planner at Union Bank
Industry Financial Services
Experience
Union Bank March 2014 - Present
Merrill Lynch May 2012 - October 2013
Morgan Stanley Smith Barney May 2007 - May 2012
Citigroup 2007 - 2009
Skills
Wealth Management, Estate Planning, Series 7, Strategic Financial..., Retirement Planning, Asset Allocation, High Net Worth..., Portfolio Management, Asset Managment, Securities, Investments, Financial Modeling, Financial Services, Series 63, Equities
Education
Southwestern Law School 2011 — 2015
JD, Law
University of California, Los Angeles 1996 — 2000
BS, Sociology
Union Bank March 2014 - Present
Merrill Lynch May 2012 - October 2013
Morgan Stanley Smith Barney May 2007 - May 2012
Citigroup 2007 - 2009
Skills
Wealth Management, Estate Planning, Series 7, Strategic Financial..., Retirement Planning, Asset Allocation, High Net Worth..., Portfolio Management, Asset Managment, Securities, Investments, Financial Modeling, Financial Services, Series 63, Equities
Education
Southwestern Law School 2011 — 2015
JD, Law
University of California, Los Angeles 1996 — 2000
BS, Sociology
Penny Andrews's Morgan Stanley Smith Barney Experience February 2006 - Present
Job Finance/Banking
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 2006 - Present
Education
University of California, Los Angeles 1983 — 1987
Communications
Morgan Stanley Smith Barney February 2006 - Present
Education
University of California, Los Angeles 1983 — 1987
Communications
Vladimir Lopez's Morgan Stanley Smith Barney Experience January 2009 - March 2009
Job Home Mortgage Consultant at Well Fargo Home Mortgage Inc
Industry Financial Services
Experience
Well Fargo Home Mortgage Inc April 2015 - Present
Citi May 2013 - March 2015
Wells Fargo January 2012 - April 2013
Northwestern Mutual April 2010 - January 2012
The Valley Economic Development Center July 2009 - May 2010
Morgan Stanley Smith Barney January 2009 - March 2009
Skills
Financial Modeling, Financial Analysis, Small Business Lending, Credit, Business Development, Credit Analysis, Investments, Portfolio Management, Customer Service, Strategic Financial...
Education
University of California, Los Angeles 2008 — 2012
Well Fargo Home Mortgage Inc April 2015 - Present
Citi May 2013 - March 2015
Wells Fargo January 2012 - April 2013
Northwestern Mutual April 2010 - January 2012
The Valley Economic Development Center July 2009 - May 2010
Morgan Stanley Smith Barney January 2009 - March 2009
Skills
Financial Modeling, Financial Analysis, Small Business Lending, Credit, Business Development, Credit Analysis, Investments, Portfolio Management, Customer Service, Strategic Financial...
Education
University of California, Los Angeles 2008 — 2012
Christopher You's Morgan Stanley Smith Barney Experience 2006 - 2006
Job Private Client Advisor
Industry Financial Services
Experience
J.P. Morgan Chase Bank N.A. December 2013 - Present
Merrill Lynch 2010 - December 2013
AXA Advisors 2009 - 2010
G.E.S. Academy 2007 - 2008
Morgan Stanley Smith Barney 2006 - 2006
Education
University of California, Santa Cruz 2002 — 2006
Business Management Economics
J.P. Morgan Chase Bank N.A. December 2013 - Present
Merrill Lynch 2010 - December 2013
AXA Advisors 2009 - 2010
G.E.S. Academy 2007 - 2008
Morgan Stanley Smith Barney 2006 - 2006
Education
University of California, Santa Cruz 2002 — 2006
Business Management Economics
Harrison Rykus's Morgan Stanley Smith Barney Experience May 2011 - August 2011
Job Sr. Financial Analyst at Best Security Industries
Industry Security and Investigations
Experience
BSI - Best Security Industries May 2015 - Present
Fancy-Fixtures.com February 2013 - Present
BSI - Best Security Industries February 2014 - April 2015
Liberty Medical Supply May 2012 - September 2013
Morgan Stanley Smith Barney May 2011 - August 2011
Seasonal Holidays July 2007 - May 2011
Queen Appliance April 2009 - August 2009
Skills
Matlab, Microsoft Office, Research, Word, PowerPoint, Accounts Payable, Finance, Microsoft Word, Accounts Receivable, Marketing, Sales, Social Networking, Public Speaking, Customer Service, Management, Access
Education
University of Central Florida 2008 — 2012
BS, Finance
BSI - Best Security Industries May 2015 - Present
Fancy-Fixtures.com February 2013 - Present
BSI - Best Security Industries February 2014 - April 2015
Liberty Medical Supply May 2012 - September 2013
Morgan Stanley Smith Barney May 2011 - August 2011
Seasonal Holidays July 2007 - May 2011
Queen Appliance April 2009 - August 2009
Skills
Matlab, Microsoft Office, Research, Word, PowerPoint, Accounts Payable, Finance, Microsoft Word, Accounts Receivable, Marketing, Sales, Social Networking, Public Speaking, Customer Service, Management, Access
Education
University of Central Florida 2008 — 2012
BS, Finance
Aileen Braga's Morgan Stanley Smith Barney Experience May 1989 - February 2010
Job Saratoga Research & Investment Management
Industry Financial Services
Experience
Saratoga Research & Investment Management March 2010 - Present
Morgan Stanley Smith Barney May 1989 - February 2010
Education
UCSB 1983 — 1987
BA, Political Science, International Relations Emphasis
Saratoga Research & Investment Management March 2010 - Present
Morgan Stanley Smith Barney May 1989 - February 2010
Education
UCSB 1983 — 1987
BA, Political Science, International Relations Emphasis
Doug Cline's Morgan Stanley Smith Barney Experience Legislative CommitteeDayton Area Chamber of Commerce2005 - 2010
Job Senior VP at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney Legislative CommitteeDayton Area Chamber of Commerce2005 - 2010
Education
University of Cincinnati College of Business 1978 — 1982
BBA, Management/Marketing
Morgan Stanley Smith Barney Legislative CommitteeDayton Area Chamber of Commerce2005 - 2010
Education
University of Cincinnati College of Business 1978 — 1982
BBA, Management/Marketing
Paul Quick's Morgan Stanley Smith Barney Experience July 1997 - Present
Job Director at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 1997 - Present
Citi 1997 - 2006
Skills
Series 7, Equities, Investments, Wealth Management, Marketing, Hedge Funds, Securities, FINRA, Series 63, Leadership, Strategic Planning, Investment Advisory, Mutual Funds, Series 24, Fixed Income, Capital Markets
Education
University of California, Riverside 1980 — 1984
Business Administration
Morgan Stanley Smith Barney July 1997 - Present
Citi 1997 - 2006
Skills
Series 7, Equities, Investments, Wealth Management, Marketing, Hedge Funds, Securities, FINRA, Series 63, Leadership, Strategic Planning, Investment Advisory, Mutual Funds, Series 24, Fixed Income, Capital Markets
Education
University of California, Riverside 1980 — 1984
Business Administration
Emilie Paisley Choy's Morgan Stanley Smith Barney Experience April 2007 - Present
Job Executive Director, Program Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2007 - Present
Education
University of California, Santa Cruz 1994 — 1995
Morgan Stanley Smith Barney April 2007 - Present
Education
University of California, Santa Cruz 1994 — 1995
Jason Norrish's Morgan Stanley Smith Barney Experience March 1997 - May 2007
Job Regional Support Center Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors June 2013 - Present
Wells Fargo Advisors January 2013 - June 2013
Wells Fargo Advisors June 2011 - January 2013
Merrill Lynch May 2007 - November 2010
Morgan Stanley Smith Barney March 1997 - May 2007
Education
University of California, Santa Barbara 1993 — 1995
BS, Psychology
Wells Fargo Advisors June 2013 - Present
Wells Fargo Advisors January 2013 - June 2013
Wells Fargo Advisors June 2011 - January 2013
Merrill Lynch May 2007 - November 2010
Morgan Stanley Smith Barney March 1997 - May 2007
Education
University of California, Santa Barbara 1993 — 1995
BS, Psychology
Sasha Ghovanlou's Morgan Stanley Smith Barney Experience July 2011 - August 2012
Job Partnership Development at Zenefits
Industry Computer Software
Experience
Zenefits July 2015 - Present
Zenefits February 2015 - Present
Box March 2014 - Present
Intuit Demandforce December 2012 - March 2014
Intuit Demandforce May 2013 - October 2013
Intuit Demandforce December 2012 - April 2013
Morgan Stanley Smith Barney July 2011 - August 2012
Urban Inc June 2010 - August 2011
Spec & Tek Engineering Group Inc June 2007 - September 2008
Spec & Tek Engineering Group Inc June 2006 - September 2006
Skills
Salesforce.com, Leadership, CRM, Management, Marketing Strategy, Social Networking, Business Development, Sales, Analysis, SaaS, Market Research, Cold Calling, Budgets, Social Media, Lead Generation, Marketing, Account Management, Data Analysis, Sales Operations
Education
University of California, Santa Barbara 2006 — 2010
B.A, Business Economics
Zenefits July 2015 - Present
Zenefits February 2015 - Present
Box March 2014 - Present
Intuit Demandforce December 2012 - March 2014
Intuit Demandforce May 2013 - October 2013
Intuit Demandforce December 2012 - April 2013
Morgan Stanley Smith Barney July 2011 - August 2012
Urban Inc June 2010 - August 2011
Spec & Tek Engineering Group Inc June 2007 - September 2008
Spec & Tek Engineering Group Inc June 2006 - September 2006
Skills
Salesforce.com, Leadership, CRM, Management, Marketing Strategy, Social Networking, Business Development, Sales, Analysis, SaaS, Market Research, Cold Calling, Budgets, Social Media, Lead Generation, Marketing, Account Management, Data Analysis, Sales Operations
Education
University of California, Santa Barbara 2006 — 2010
B.A, Business Economics
Nathalie Choy's Morgan Stanley Smith Barney Experience September 1992 - June 1994
Job Sr. Web Marketing Manager at Kia Motors America
Industry Automotive
Experience
Kia Motors America May 2013 - Present
Siemens April 2011 - January 2013
. . . . October 2009 - April 2011
iCrossing July 2006 - July 2008
Transamerica Retirement Services January 2003 - July 2006
Nexgenix February 2000 - May 2001
Accenture September 1995 - February 2000
Xerox June 1994 - October 1994
Morgan Stanley Smith Barney September 1992 - June 1994
Skills
Project Management, Automotive, Financial Services, Interactive Marketing, E-commerce Consulting, business system analysis, Business Strategy, Collaborative Innovation, Information Technology, Agile & Waterfall..., JAD, Pre-sales, Educational Consulting, SDLC, .NET, Open Source, MS Project, Oracle Order Management, Data Integration, Business Intelligence, Recruiting, E-commerce, Competitive Analysis, Requirements Gathering, SharePoint, CRM, Web Services, Integration, Business Process, Start-ups, Management, Analysis, Strategy, Product Management, Cross-functional Team..., Analytics, Consulting
Education
University of California, Los Angeles
BA, Business/Economics
Kia Motors America May 2013 - Present
Siemens April 2011 - January 2013
. . . . October 2009 - April 2011
iCrossing July 2006 - July 2008
Transamerica Retirement Services January 2003 - July 2006
Nexgenix February 2000 - May 2001
Accenture September 1995 - February 2000
Xerox June 1994 - October 1994
Morgan Stanley Smith Barney September 1992 - June 1994
Skills
Project Management, Automotive, Financial Services, Interactive Marketing, E-commerce Consulting, business system analysis, Business Strategy, Collaborative Innovation, Information Technology, Agile & Waterfall..., JAD, Pre-sales, Educational Consulting, SDLC, .NET, Open Source, MS Project, Oracle Order Management, Data Integration, Business Intelligence, Recruiting, E-commerce, Competitive Analysis, Requirements Gathering, SharePoint, CRM, Web Services, Integration, Business Process, Start-ups, Management, Analysis, Strategy, Product Management, Cross-functional Team..., Analytics, Consulting
Education
University of California, Los Angeles
BA, Business/Economics
Lewis Assaley's Morgan Stanley Smith Barney Experience
Job Sr. Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney
Skills
Wealth Management, Asset Allocation, Portfolio Management, Asset Managment, Investments, Fixed Income, Strategic Financial..., Bloomberg, Options, Wealth, Financial Modeling, Credit, Credit Analysis, Trading Systems, FX Options
Education
University of Cincinnati 1965 — 1979
PhD, Economics
Morgan Stanley Smith Barney
Skills
Wealth Management, Asset Allocation, Portfolio Management, Asset Managment, Investments, Fixed Income, Strategic Financial..., Bloomberg, Options, Wealth, Financial Modeling, Credit, Credit Analysis, Trading Systems, FX Options
Education
University of Cincinnati 1965 — 1979
PhD, Economics
Connie Sam's Morgan Stanley Smith Barney Experience January 2011 - January 2012
Job Wealth Management Professional at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs 2012 - Present
Morgan Stanley Smith Barney January 2011 - January 2012
Morgan Stanley Smith Barney January 2010 - December 2010
Skills
Series 7, Investments, Retirement Planning, Strategic Financial..., Uniform Combined State..., Mutual Funds, Series 63, Wealth Management, Series 66
Education
University of California, Los Angeles 2005 — 2009
BA, Sociology
University of California, Los Angeles
Bachelor's degree
Goldman Sachs 2012 - Present
Morgan Stanley Smith Barney January 2011 - January 2012
Morgan Stanley Smith Barney January 2010 - December 2010
Skills
Series 7, Investments, Retirement Planning, Strategic Financial..., Uniform Combined State..., Mutual Funds, Series 63, Wealth Management, Series 66
Education
University of California, Los Angeles 2005 — 2009
BA, Sociology
University of California, Los Angeles
Bachelor's degree
Darrick Yong's Morgan Stanley Smith Barney Experience May 2009 - July 2011
Job Compliance Consultant at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management December 2013 - Present
Charles Schwab July 2012 - December 2013
Clean Power Finance February 2012 - July 2012
Morgan Stanley Smith Barney May 2009 - July 2011
BlackRock Inc June 2010 - September 2010
Skills
Mutual Funds, Fixed Income, Equities, Investments, ETFs, Microsoft Excel, Retirement Planning, Wealth Management, Asset Allocation, Portfolio Management, Bonds, Options, Financial Advisory
Education
University of California, Santa Cruz 2007 — 2011
Bachelor of Arts, Business Management Economics
Wells Capital Management December 2013 - Present
Charles Schwab July 2012 - December 2013
Clean Power Finance February 2012 - July 2012
Morgan Stanley Smith Barney May 2009 - July 2011
BlackRock Inc June 2010 - September 2010
Skills
Mutual Funds, Fixed Income, Equities, Investments, ETFs, Microsoft Excel, Retirement Planning, Wealth Management, Asset Allocation, Portfolio Management, Bonds, Options, Financial Advisory
Education
University of California, Santa Cruz 2007 — 2011
Bachelor of Arts, Business Management Economics
melville Menefee's Morgan Stanley Smith Barney Experience 1969 - 2000
Job
Industry
Experience
Currently Retired January 2000 - June 2011
Morgan Stanley Smith Barney 1969 - 2000
Education
UCLA 1956 — 1959
BS, Corporate Finance
Currently Retired January 2000 - June 2011
Morgan Stanley Smith Barney 1969 - 2000
Education
UCLA 1956 — 1959
BS, Corporate Finance
Christine Westfall's Morgan Stanley Smith Barney Experience January 1997 - September 1999
Job Associate Director Network Office Supervision at Northwestern Mutual Greater Milwaukee
Industry Financial Services
Experience
Northwestern Mutual - Greater Milwaukee October 2012 - Present
Locker's Florist June 2009 - October 2012
YMCA West Suburban September 2002 - October 2012
Merrill Lynch September 1999 - March 2001
Morgan Stanley Smith Barney January 1997 - September 1999
Education
University of Denver - Daniels College of Business 1988 — 1991
Master of International Management, Internationsl Business & Economics
University of Colorado at Boulder 1984 — 1988
Bachelor of Science, Business Administration
Northwestern Mutual - Greater Milwaukee October 2012 - Present
Locker's Florist June 2009 - October 2012
YMCA West Suburban September 2002 - October 2012
Merrill Lynch September 1999 - March 2001
Morgan Stanley Smith Barney January 1997 - September 1999
Education
University of Denver - Daniels College of Business 1988 — 1991
Master of International Management, Internationsl Business & Economics
University of Colorado at Boulder 1984 — 1988
Bachelor of Science, Business Administration
Jordan Wyatt's Morgan Stanley Smith Barney Experience September 2011 - August 2012
Job Global Director Account Development
Industry Information Technology and Services
Experience
Apigee September 2014 - Present
Apigee August 2012 - September 2014
Apigee July 2012 - June 2013
Morgan Stanley Smith Barney September 2011 - August 2012
Dahl & Dahl, Attorneys at Law June 2009 - September 2011
Skills
Finance, Investments, Salesforce.com, Cloud Computing, Strategy, Enterprise Software, Mobile Devices, Management, Sales Operations, Selling, Start-ups, SaaS, Strategic Partnerships
Education
University of California, Santa Barbara
BA, Political Science
Apigee September 2014 - Present
Apigee August 2012 - September 2014
Apigee July 2012 - June 2013
Morgan Stanley Smith Barney September 2011 - August 2012
Dahl & Dahl, Attorneys at Law June 2009 - September 2011
Skills
Finance, Investments, Salesforce.com, Cloud Computing, Strategy, Enterprise Software, Mobile Devices, Management, Sales Operations, Selling, Start-ups, SaaS, Strategic Partnerships
Education
University of California, Santa Barbara
BA, Political Science
Beau Van De Walker's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job Middle Market Underwriter at The Hartford
Industry Financial Services
Experience
The Hartford November 2012 - Present
Bruin Woods- UCLA Alumni Family Resort June 2011 - September 2011
Brighter Minds Tutoring December 2008 - June 2011
UCLA Undergraduate Business Society June 2010 - September 2010
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Mentoring, Problem Solving, Team Leadership, Customer Service, Research, Event Planning, Event Management, Public Relations, Team Building, Microsoft Office, Microsoft Excel
Education
University of California, Los Angeles 2008 — 2012
Bachelor of Arts (BA), Economics
University of California, Los Angeles 2008 — 2012
Bachelor's degree, Economics
The Hartford November 2012 - Present
Bruin Woods- UCLA Alumni Family Resort June 2011 - September 2011
Brighter Minds Tutoring December 2008 - June 2011
UCLA Undergraduate Business Society June 2010 - September 2010
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Mentoring, Problem Solving, Team Leadership, Customer Service, Research, Event Planning, Event Management, Public Relations, Team Building, Microsoft Office, Microsoft Excel
Education
University of California, Los Angeles 2008 — 2012
Bachelor of Arts (BA), Economics
University of California, Los Angeles 2008 — 2012
Bachelor's degree, Economics
Glenmore Wong's Morgan Stanley Smith Barney Experience June 1978 - May 2010
Job Senior Financial Advisor at Crowell, Weedon & Co.
Industry Investment Management
Experience
Crowell, Weedon & Co. June 2010 - Present
Morgan Stanley Smith Barney June 1978 - May 2010
Skills
Investments, Series 7, Strategic Financial..., Investment Strategies, Wealth Management, Retirement Planning, Mutual Funds, Portfolio Management, Equities, Series 65, Estate Planning, Series 63, Asset Managment, Retirement, Securities, Fixed Income, Bonds
Education
UCLA 1970 — 1974
Bachelor of Science (BS), Geology/Earth Science, General
Crowell, Weedon & Co. June 2010 - Present
Morgan Stanley Smith Barney June 1978 - May 2010
Skills
Investments, Series 7, Strategic Financial..., Investment Strategies, Wealth Management, Retirement Planning, Mutual Funds, Portfolio Management, Equities, Series 65, Estate Planning, Series 63, Asset Managment, Retirement, Securities, Fixed Income, Bonds
Education
UCLA 1970 — 1974
Bachelor of Science (BS), Geology/Earth Science, General
Adam Radomski's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job Fund Accountant at Ultimus Fund Solutions, LLC
Industry Financial Services
Experience
Ultimus Fund Solutions, LLC May 2015 - Present
Fifth Third Bank July 2014 - May 2015
Fifth Third Bank July 2012 - July 2014
Morgan Stanley Smith Barney June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Budgets, Investments, Finance, Auditing, Analysis
Education
University of Cincinnati
University of Cincinnati College of Business
Bachelor of Business Administration (BBA), Accounting
Ultimus Fund Solutions, LLC May 2015 - Present
Fifth Third Bank July 2014 - May 2015
Fifth Third Bank July 2012 - July 2014
Morgan Stanley Smith Barney June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Budgets, Investments, Finance, Auditing, Analysis
Education
University of Cincinnati
University of Cincinnati College of Business
Bachelor of Business Administration (BBA), Accounting
Michael Scott Brown's Morgan Stanley Smith Barney Experience February 2010 - April 2011
Job Agency Trader at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. October 2013 - Present
Raymond James and Associates April 2011 - June 2013
Morgan Stanley Smith Barney February 2010 - April 2011
Wells Fargo Advisor June 2008 - November 2009
M and J Securities October 1999 - October 2007
Skills
Investments, Series 7, Mutual Funds, Securities, Series 63, Equity Trading, Alternative Investments, Asset Management, Capital Markets, Bloomberg, FINRA, Financial Services, Fixed Income, Hedge Funds, Options, Wealth Management
Education
University of Central Florida - College of Business Administration 1997 — 1999
Bachelor of Science in Business Administration, Finance
Raymond James Financial Inc. October 2013 - Present
Raymond James and Associates April 2011 - June 2013
Morgan Stanley Smith Barney February 2010 - April 2011
Wells Fargo Advisor June 2008 - November 2009
M and J Securities October 1999 - October 2007
Skills
Investments, Series 7, Mutual Funds, Securities, Series 63, Equity Trading, Alternative Investments, Asset Management, Capital Markets, Bloomberg, FINRA, Financial Services, Fixed Income, Hedge Funds, Options, Wealth Management
Education
University of Central Florida - College of Business Administration 1997 — 1999
Bachelor of Science in Business Administration, Finance
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.