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
Jorgen Gustafson Jorgen Gustafson's Morgan Stanley Smith Barney Experience January 2012 - September 2012
Job Vice President, Institutional Portfolio Manager at U.S. Bank Wealth Management
Industry Financial Services
Experience
U.S. Bank Wealth Management January 2014 - Present
U.S. Bank Private Client Reserve October 2012 - January 2014
Morgan Stanley Smith Barney January 2012 - September 2012
Morgan Stanley Smith Barney May 2007 - March 2012
First Tee of South Puget Sound November 2010 - January 2012
Startup Solutions August 2003 - March 2006
Collegiate Entrepreneurs Organization August 2003 - December 2005
Skills
Investments, Portfolio Management, Wealth Management, Alternative Investments, Asset Management, Strategic Financial..., Mutual Funds, Financial Services, Entrepreneurship, Business Development, Equities, Investment Management, Finance, Financial Advisory, Small Business, Management, Venture Capital, Asset Managment, Fixed Income, Asset Allocation, Wealth Management..., Consulting, Due Diligence, Start-ups, Mergers & Acquisitions, Series 7, Investment Strategies, Recruiting, Private Equity, Public Speaking, Emotional Intelligence
Education
Boise State University 2000 — 2005
BA, Management- Leadership/Entrepreneurship
Eastlake High School 1996 — 1999
U.S. Bank Wealth Management January 2014 - Present
U.S. Bank Private Client Reserve October 2012 - January 2014
Morgan Stanley Smith Barney January 2012 - September 2012
Morgan Stanley Smith Barney May 2007 - March 2012
First Tee of South Puget Sound November 2010 - January 2012
Startup Solutions August 2003 - March 2006
Collegiate Entrepreneurs Organization August 2003 - December 2005
Skills
Investments, Portfolio Management, Wealth Management, Alternative Investments, Asset Management, Strategic Financial..., Mutual Funds, Financial Services, Entrepreneurship, Business Development, Equities, Investment Management, Finance, Financial Advisory, Small Business, Management, Venture Capital, Asset Managment, Fixed Income, Asset Allocation, Wealth Management..., Consulting, Due Diligence, Start-ups, Mergers & Acquisitions, Series 7, Investment Strategies, Recruiting, Private Equity, Public Speaking, Emotional Intelligence
Education
Boise State University 2000 — 2005
BA, Management- Leadership/Entrepreneurship
Eastlake High School 1996 — 1999
Matthew Gibely Matthew Gibely's Morgan Stanley Smith Barney Experience January 2011 - May 2011
Job Sales Representative at Caraway & Co. Sales
Industry Sports
Experience
Caraway & Co. Sales March 2013 - Present
Alpenglow Sports May 2012 - Present
Destination Hotels & Resorts November 2011 - August 2012
Osram Sylvania May 2011 - September 2011
Morgan Stanley Smith Barney January 2011 - May 2011
NameMedia December 2010 - January 2011
Ameriprise Financial September 2010 - December 2010
Vikon LLC May 2009 - September 2009
Skills
Management, Sales, Analysis, Customer Service, Advertising, Public Relations, Merchandising, Business Strategy, Selling, Customer Satisfaction, Trade Shows, Insurance
Education
Bentley University 2007 — 2011
Bachelor of Science (BS), Managerial Economics
Caraway & Co. Sales March 2013 - Present
Alpenglow Sports May 2012 - Present
Destination Hotels & Resorts November 2011 - August 2012
Osram Sylvania May 2011 - September 2011
Morgan Stanley Smith Barney January 2011 - May 2011
NameMedia December 2010 - January 2011
Ameriprise Financial September 2010 - December 2010
Vikon LLC May 2009 - September 2009
Skills
Management, Sales, Analysis, Customer Service, Advertising, Public Relations, Merchandising, Business Strategy, Selling, Customer Satisfaction, Trade Shows, Insurance
Education
Bentley University 2007 — 2011
Bachelor of Science (BS), Managerial Economics
Natalie Ip Natalie Ip's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Assurance Associate at Ernst & Young
Industry Accounting
Experience
EY September 2014 - Present
Burberry November 2013 - July 2014
Deloitte June 2013 - August 2013
Deloitte June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
U.S. Census Bureau April 2010 - May 2010
Daikanyama Japanese Cuisine May 2009 - August 2009
Skills
Microsoft Office, Microsoft Word, Budgets, PowerPoint, Market Research, Tax, Access, SPSS, Auditing, Accounting, Communication Skills, Financial Analysis, Time Management, Outlook, Teamwork, Microsoft Excel, Leadership
Education
Bentley University 2009 — 2012
Bachelor's, Accountancy, Law, Psychology
The University of Hong Kong 2012 — 2012
EY September 2014 - Present
Burberry November 2013 - July 2014
Deloitte June 2013 - August 2013
Deloitte June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
U.S. Census Bureau April 2010 - May 2010
Daikanyama Japanese Cuisine May 2009 - August 2009
Skills
Microsoft Office, Microsoft Word, Budgets, PowerPoint, Market Research, Tax, Access, SPSS, Auditing, Accounting, Communication Skills, Financial Analysis, Time Management, Outlook, Teamwork, Microsoft Excel, Leadership
Education
Bentley University 2009 — 2012
Bachelor's, Accountancy, Law, Psychology
The University of Hong Kong 2012 — 2012
Morgan Ryan-Angel Morgan Ryan-Angel's Morgan Stanley Smith Barney Experience March 2010 - June 2011
Job Demographic Conversion Head Operations Integration at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2011 - Present
Morgan Stanley Smith Barney March 2010 - June 2011
Morgan Stanley Smith Barney June 2009 - March 2010
Smith Barney February 2007 - June 2009
Citi December 2005 - February 2007
Skills
Cross-functional Team..., Customer Experience, Financial Services, Strategy, Management, Integration, Data Conversion
Education
Bond University 2000 — 2004
Bachelor of Commerce, Finance
Morgan Stanley Wealth Management June 2011 - Present
Morgan Stanley Smith Barney March 2010 - June 2011
Morgan Stanley Smith Barney June 2009 - March 2010
Smith Barney February 2007 - June 2009
Citi December 2005 - February 2007
Skills
Cross-functional Team..., Customer Experience, Financial Services, Strategy, Management, Integration, Data Conversion
Education
Bond University 2000 — 2004
Bachelor of Commerce, Finance
Crawford James II Crawford James II's Morgan Stanley Smith Barney Experience February 2010 - January 2012
Job Founder/Principal Diversified Ag & Energy LLC
Industry Farming
Experience
Crawford James Private Wealth Management February 2012 - Present
Diversified Ag & Energy LLC February 2012 - Present
Morgan Stanley Smith Barney February 2010 - January 2012
Merrill Lynch October 2007 - February 2010
Fidelity Investments October 1998 - October 2007
Education
Berea College 1994 — 1998
Bachelor of Business Administration (BBA), Business Administration and Management, General
Crawford James Private Wealth Management February 2012 - Present
Diversified Ag & Energy LLC February 2012 - Present
Morgan Stanley Smith Barney February 2010 - January 2012
Merrill Lynch October 2007 - February 2010
Fidelity Investments October 1998 - October 2007
Education
Berea College 1994 — 1998
Bachelor of Business Administration (BBA), Business Administration and Management, General
Granville Younce, CFP® Granville Younce, CFP®'s Morgan Stanley Smith Barney Experience August 2006 - October 2011
Job Financial Advisor at Wells Fargo Advisors. LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2011 - Present
Morgan Stanley Smith Barney August 2006 - October 2011
Macon Investment Services August 1996 - July 2006
Skills
Wealth Management, Finance, Investment Strategies, Mutual Funds, Retirement, Investments, Investment Advisory, Asset Allocation, Series 7, Retirement Planning, Portfolio Management, IRAs, Financial Advisory, Strategic Financial..., Estate Planning, 401k Rollovers
Education
University of Kentucky - Patterson School 1989 — 1990
MA, International Economic Affairs
Berea College 1985 — 1989
BS, Agricultural Economics
Franklin High School
Wells Fargo Advisors, LLC October 2011 - Present
Morgan Stanley Smith Barney August 2006 - October 2011
Macon Investment Services August 1996 - July 2006
Skills
Wealth Management, Finance, Investment Strategies, Mutual Funds, Retirement, Investments, Investment Advisory, Asset Allocation, Series 7, Retirement Planning, Portfolio Management, IRAs, Financial Advisory, Strategic Financial..., Estate Planning, 401k Rollovers
Education
University of Kentucky - Patterson School 1989 — 1990
MA, International Economic Affairs
Berea College 1985 — 1989
BS, Agricultural Economics
Franklin High School
Deuayne Crawford's Morgan Stanley Smith Barney Experience 2007 - 2009
Job Senior Underwriter at AIG
Industry Insurance
Experience
AIG February 2009 - Present
Morgan Stanley Smith Barney 2007 - 2009
Skills
Underwriting, Product Marketing, Reporting & Analysis, Insurance, Financial Analysis, Professional Liability, Reinsurance, Brokers, Liability, Employment Practices..., Commercial Insurance, Casualty, D, Legal Liability, Property
Education
State University of New York at Binghamton 2001 — 2006
BS, Financial Economics & English
AIG February 2009 - Present
Morgan Stanley Smith Barney 2007 - 2009
Skills
Underwriting, Product Marketing, Reporting & Analysis, Insurance, Financial Analysis, Professional Liability, Reinsurance, Brokers, Liability, Employment Practices..., Commercial Insurance, Casualty, D, Legal Liability, Property
Education
State University of New York at Binghamton 2001 — 2006
BS, Financial Economics & English
Alexander Karalnik Alexander Karalnik's Morgan Stanley Smith Barney Experience February 2006 - August 2008
Job TopTier Wholesale Distributor
Industry Financial Services
Experience
RLA Distribution Services, Corp July 2010 - Present
TD Ameritrade May 2011 - October 2012
TD Ameritrade September 2010 - May 2011
Do Denim 2007 - 2010
Morgan Stanley Smith Barney February 2006 - August 2008
UBS FINANCIAL SERVICES September 2004 - February 2006
American Home Mortgage May 2000 - September 2004
KPMG May 1999 - May 2000
Skills
Portfolio Management, Mergers & Acquisitions, Analytics, Financial Analysis, Fixed Income, Finance, Project Planning, Equities, Process Improvement, Banking, Analytical Skills, Financial Modeling, Investments, Cost & Needs Analysis, Securities, Risk Management, Valuation, Consulting, Qualitative &..., Plotting Business..., Complex & Multi-Tier..., Budget Management &..., Internal Restructurings..., Complex Problem Solving, Operational Leadership, Financial Forecasting &..., New Business Development, Mutual Funds, Asset Managment, Capital Markets, Due Diligence, Series 7, Strategic Negotiations..., Micro & Macro Economics, Microsoft Office, SQL, Peat Report, PeopleSoft Financial, Calipers, SAP Crystal Reports..., Hyperion Enterprise, Bloomberg, Thomson Reuters..., Federal Laws and..., Exports, Importation, Distribution Cycle, Supply Chain, Inventory Management, Customer Service
Education
Binghamton University 1995 — 1999
BS, Finance
OXFORD UNIVERSITY, Oxford U 1997 — 1997
International Finance and Economics
Long Island University 1994 — 1995
Finance
RLA Distribution Services, Corp July 2010 - Present
TD Ameritrade May 2011 - October 2012
TD Ameritrade September 2010 - May 2011
Do Denim 2007 - 2010
Morgan Stanley Smith Barney February 2006 - August 2008
UBS FINANCIAL SERVICES September 2004 - February 2006
American Home Mortgage May 2000 - September 2004
KPMG May 1999 - May 2000
Skills
Portfolio Management, Mergers & Acquisitions, Analytics, Financial Analysis, Fixed Income, Finance, Project Planning, Equities, Process Improvement, Banking, Analytical Skills, Financial Modeling, Investments, Cost & Needs Analysis, Securities, Risk Management, Valuation, Consulting, Qualitative &..., Plotting Business..., Complex & Multi-Tier..., Budget Management &..., Internal Restructurings..., Complex Problem Solving, Operational Leadership, Financial Forecasting &..., New Business Development, Mutual Funds, Asset Managment, Capital Markets, Due Diligence, Series 7, Strategic Negotiations..., Micro & Macro Economics, Microsoft Office, SQL, Peat Report, PeopleSoft Financial, Calipers, SAP Crystal Reports..., Hyperion Enterprise, Bloomberg, Thomson Reuters..., Federal Laws and..., Exports, Importation, Distribution Cycle, Supply Chain, Inventory Management, Customer Service
Education
Binghamton University 1995 — 1999
BS, Finance
OXFORD UNIVERSITY, Oxford U 1997 — 1997
International Finance and Economics
Long Island University 1994 — 1995
Finance
Crystal Hickey - Nelson Crystal Hickey - Nelson's Morgan Stanley Smith Barney Experience January 2008 - March 2011
Job Trainer at Woodland Farms
Industry Sports
Experience
Woodland Farms June 2009 - Present
Wells Fargo Advisors, LLC November 2011 - May 2015
Morgan Stanley Smith Barney January 2008 - March 2011
24 Hour Fitness November 2006 - January 2008
Skills
Investments, Strategic Financial..., Mutual Funds, Retirement Planning, Retirement, Investment Advisory, Mortgage Lending, Wealth Management, Insurance, Series 7, 401k, Estate Planning, Series 66, Fixed Annuities, Financial Services, Securities, Investment Strategies, Finance, Uniform Combined State..., Financial Planning
Education
Biola University 2001 — 2005
BS, Pre - Physical Therapy, Cum Laude
Saddleback College 2009 — 2009
Photography
Capistrano Valley Christian School 1996 — 2001
Woodland Farms June 2009 - Present
Wells Fargo Advisors, LLC November 2011 - May 2015
Morgan Stanley Smith Barney January 2008 - March 2011
24 Hour Fitness November 2006 - January 2008
Skills
Investments, Strategic Financial..., Mutual Funds, Retirement Planning, Retirement, Investment Advisory, Mortgage Lending, Wealth Management, Insurance, Series 7, 401k, Estate Planning, Series 66, Fixed Annuities, Financial Services, Securities, Investment Strategies, Finance, Uniform Combined State..., Financial Planning
Education
Biola University 2001 — 2005
BS, Pre - Physical Therapy, Cum Laude
Saddleback College 2009 — 2009
Photography
Capistrano Valley Christian School 1996 — 2001
Joseph Rocco's Morgan Stanley Smith Barney Experience November 2011 - May 2012
Job Sales Development Executive
Industry Marketing and Advertising
Experience
Flashtalking, Inc. May 2015 - Present
MNI Time Inc. May 2013 - May 2015
Martini Media Inc. October 2012 - May 2013
Morgan Stanley Smith Barney November 2011 - May 2012
New York Athletic Club December 2008 - August 2010
Medtech Medical Billing May 2010 - June 2010
Mercedes Benz of White Plains December 2005 - May 2007
Skills
Microsoft Office, InDesign, Excel, Digital Media, Online Advertising, DoubleClick, Real Media, PowerPoint, Word, Social Media, Bartending, Weight Training, Managing Workflow, Microsoft Excel, Microsoft Word, DART for Advertisers, Customer Service, Management, Data Analysis
Education
Bloomsburg University of Pennsylvania 2007 — 2011
Bachelors, Communcations
Eastchester Senior High School 2004 — 2007
Alumni Eastchester High School
Flashtalking, Inc. May 2015 - Present
MNI Time Inc. May 2013 - May 2015
Martini Media Inc. October 2012 - May 2013
Morgan Stanley Smith Barney November 2011 - May 2012
New York Athletic Club December 2008 - August 2010
Medtech Medical Billing May 2010 - June 2010
Mercedes Benz of White Plains December 2005 - May 2007
Skills
Microsoft Office, InDesign, Excel, Digital Media, Online Advertising, DoubleClick, Real Media, PowerPoint, Word, Social Media, Bartending, Weight Training, Managing Workflow, Microsoft Excel, Microsoft Word, DART for Advertisers, Customer Service, Management, Data Analysis
Education
Bloomsburg University of Pennsylvania 2007 — 2011
Bachelors, Communcations
Eastchester Senior High School 2004 — 2007
Alumni Eastchester High School
Spencer Wiedeman Spencer Wiedeman's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job Account Executive at Talkdesk
Industry Internet
Experience
Talkdesk September 2014 - Present
RelateIQ January 2014 - September 2014
Zillow June 2013 - December 2013
Zillow January 2013 - May 2013
InsightSquared September 2012 - December 2012
RentJuice Corp. May 2012 - August 2012
SoonR June 2011 - August 2011
Boston College January 2011 - May 2011
CityPenguin October 2010 - March 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Writing, Blogging, Social Media, Research, Marketing Strategy, Product Marketing, SQL, Inbound Lead Generation, Inbound Marketing, Sales Trend Analysis, Sales Operations, Increasing Sales, Entrepreneurship, Marketing Management, Early-stage Startups, Marketing Communications, Excel, Strategy, Microsoft Excel, Trend Analysis, Marketing, Sales Promotion, Sales
Education
Boston College 2009 — 2013
Bachelor of Science (B.S.), Finance, Operations and Strategic Management, and Information Systems
Università Commerciale 'Luigi Bocconi' 2011 — 2011
Finance - Study Abroad
Bellarmine College Preparatory 2005 — 2009
Talkdesk September 2014 - Present
RelateIQ January 2014 - September 2014
Zillow June 2013 - December 2013
Zillow January 2013 - May 2013
InsightSquared September 2012 - December 2012
RentJuice Corp. May 2012 - August 2012
SoonR June 2011 - August 2011
Boston College January 2011 - May 2011
CityPenguin October 2010 - March 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Writing, Blogging, Social Media, Research, Marketing Strategy, Product Marketing, SQL, Inbound Lead Generation, Inbound Marketing, Sales Trend Analysis, Sales Operations, Increasing Sales, Entrepreneurship, Marketing Management, Early-stage Startups, Marketing Communications, Excel, Strategy, Microsoft Excel, Trend Analysis, Marketing, Sales Promotion, Sales
Education
Boston College 2009 — 2013
Bachelor of Science (B.S.), Finance, Operations and Strategic Management, and Information Systems
Università Commerciale 'Luigi Bocconi' 2011 — 2011
Finance - Study Abroad
Bellarmine College Preparatory 2005 — 2009
Jay McHale, CAIA Jay McHale, CAIA's Morgan Stanley Smith Barney Experience June 2009 - June 2010
Job
Industry Financial Services
Experience
Martoos Studios LLC March 2015 - Present
Catenary LLC May 2010 - Present
Merion Capital Group January 2014 - January 2015
Bluestone Capital Management January 2014 - January 2015
Morgan Stanley Smith Barney June 2009 - June 2010
etab international, Inc. January 2001 - 2009
Valuemetrics, Inc. October 1996 - 1998
Skills
Mergers, Investments, Strategic Planning, Public Speaking, Entrepreneurship, Entrepreneur, Venture Capital, Financial Modeling, Small Business, Start-ups, Private Equity, Financial Analysis, Business Development, Business Planning, Strategy, Business Strategy, Asset Managment, Due Diligence, Management Consulting, Competitive Analysis, New Business Development, Strategic Financial..., Marketing, Executive Management, Mergers & Acquisitions, Marketing Strategy, Valuation, Finance, Hedge Funds, Capital Markets, Investment Banking, Leadership, Wealth Management, Portfolio Management, Private Placements, Corporate Development, Financial Services, Alternative Investments, Strategic Partnerships, Securities, Investment Management, Loans, Asset Allocation, Series 7, Corporate Finance, Asset Management
Education
Boston College 1992 — 1996
BS, Finance, Human Resources
Saint Louis University 1999 — 2001
MBA, Entrepreneurship
Martoos Studios LLC March 2015 - Present
Catenary LLC May 2010 - Present
Merion Capital Group January 2014 - January 2015
Bluestone Capital Management January 2014 - January 2015
Morgan Stanley Smith Barney June 2009 - June 2010
etab international, Inc. January 2001 - 2009
Valuemetrics, Inc. October 1996 - 1998
Skills
Mergers, Investments, Strategic Planning, Public Speaking, Entrepreneurship, Entrepreneur, Venture Capital, Financial Modeling, Small Business, Start-ups, Private Equity, Financial Analysis, Business Development, Business Planning, Strategy, Business Strategy, Asset Managment, Due Diligence, Management Consulting, Competitive Analysis, New Business Development, Strategic Financial..., Marketing, Executive Management, Mergers & Acquisitions, Marketing Strategy, Valuation, Finance, Hedge Funds, Capital Markets, Investment Banking, Leadership, Wealth Management, Portfolio Management, Private Placements, Corporate Development, Financial Services, Alternative Investments, Strategic Partnerships, Securities, Investment Management, Loans, Asset Allocation, Series 7, Corporate Finance, Asset Management
Education
Boston College 1992 — 1996
BS, Finance, Human Resources
Saint Louis University 1999 — 2001
MBA, Entrepreneurship
KEN CEDAR KEN CEDAR's Morgan Stanley Smith Barney Experience March 2011 - June 2011
Job Music Producer
Industry Music
Experience
events and portraiture January 2004 - Present
ProCreations January 1985 - Present
ProCreations January 1982 - Present
ProCreations January 1982 - Present
Morgan Stanley Smith Barney March 2011 - June 2011
The New School January 1985 - January 1987
Skills
Guitarist, Music Production, Songwriting, Singing, Record Labels, Music, Producing, Recording, Audio Engineering, Composition, Sound, Entertainment, Music Industry, Piano, Band, Vocal, Musical Theatre, Vocalist, Mastering
Education
Berklee College of Music
Everything
Boise State University
Liberal Arts
events and portraiture January 2004 - Present
ProCreations January 1985 - Present
ProCreations January 1982 - Present
ProCreations January 1982 - Present
Morgan Stanley Smith Barney March 2011 - June 2011
The New School January 1985 - January 1987
Skills
Guitarist, Music Production, Songwriting, Singing, Record Labels, Music, Producing, Recording, Audio Engineering, Composition, Sound, Entertainment, Music Industry, Piano, Band, Vocal, Musical Theatre, Vocalist, Mastering
Education
Berklee College of Music
Everything
Boise State University
Liberal Arts
Michael P. Ventura's Morgan Stanley Smith Barney Experience October 2007 - November 2012
Job Senior Vice President Investments, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2012 - Present
Morgan Stanley Smith Barney October 2007 - November 2012
Merrill Lynch December 2001 - October 2007
PricewaterhouseCoopers May 1998 - December 2001
Skills
Alternative Investments, ETFs, Fixed Income, Hedge Funds, Municipal Bonds, High Net Worth..., Pension Funds, 401(k), Profit Sharing and..., Stock Options, Managed Futures, Precious Metals, Closed-End Funds, High Net Worth..., Bonds, IRAs, 401k Rollovers, Financial Advisory, Equities, Securities, 401k, Investment Strategies, Mutual Funds, Asset Allocation, Investments
Education
University of Pennsylvania - The Wharton School 2006 — 2006
Executive Certificate in Financial Advisory Leadership, Finance and Financial Management Services
Binghamton University 1993 — 1995
BA, Philosophy and Political Science
Stony Brook University 1996 — 1998
MS, Management Science
Wells Fargo Advisors, LLC November 2012 - Present
Morgan Stanley Smith Barney October 2007 - November 2012
Merrill Lynch December 2001 - October 2007
PricewaterhouseCoopers May 1998 - December 2001
Skills
Alternative Investments, ETFs, Fixed Income, Hedge Funds, Municipal Bonds, High Net Worth..., Pension Funds, 401(k), Profit Sharing and..., Stock Options, Managed Futures, Precious Metals, Closed-End Funds, High Net Worth..., Bonds, IRAs, 401k Rollovers, Financial Advisory, Equities, Securities, 401k, Investment Strategies, Mutual Funds, Asset Allocation, Investments
Education
University of Pennsylvania - The Wharton School 2006 — 2006
Executive Certificate in Financial Advisory Leadership, Finance and Financial Management Services
Binghamton University 1993 — 1995
BA, Philosophy and Political Science
Stony Brook University 1996 — 1998
MS, Management Science
Zack Dillon Hoffmann's Morgan Stanley Smith Barney Experience May 2012 - August 2012
Job Consultant at Hitachi Consulting
Industry Public Policy
Experience
Hitachi Consulting July 2014 - Present
Tim Labs Inc November 2012 - May 2014
Bentley Investment Group August 2011 - April 2013
Bentley University August 2011 - May 2014
Brown Brothers Harriman June 2013 - August 2013
Morgan Stanley Smith Barney May 2012 - August 2012
Abercrombie & Fitch September 2010 - March 2011
The Boulders, A Waldorf Astoria Resort May 2008 - August 2008
Skills
Microsoft Office, Research, PowerPoint, Microsoft Excel, Microsoft Word, Policy Analysis, Public Speaking, Public Policy, Stata, Social Media, SPSS, Economics, English, Editing, Photoshop, Bloomberg, Bloomberg Terminal
Education
Bentley University 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Economics
Cactus Shadows High School 2006 — 2010
International Baccalaureate Diploma and Highschool Diploma
Hitachi Consulting July 2014 - Present
Tim Labs Inc November 2012 - May 2014
Bentley Investment Group August 2011 - April 2013
Bentley University August 2011 - May 2014
Brown Brothers Harriman June 2013 - August 2013
Morgan Stanley Smith Barney May 2012 - August 2012
Abercrombie & Fitch September 2010 - March 2011
The Boulders, A Waldorf Astoria Resort May 2008 - August 2008
Skills
Microsoft Office, Research, PowerPoint, Microsoft Excel, Microsoft Word, Policy Analysis, Public Speaking, Public Policy, Stata, Social Media, SPSS, Economics, English, Editing, Photoshop, Bloomberg, Bloomberg Terminal
Education
Bentley University 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Economics
Cactus Shadows High School 2006 — 2010
International Baccalaureate Diploma and Highschool Diploma
Christine Wong Christine Wong's Morgan Stanley Smith Barney Experience May 2006 - August 2006
Job Product Manager at Priceline.com
Industry Internet
Experience
Priceline.com August 2015 - Present
Priceline.com August 2014 - August 2015
Priceline.com March 2014 - August 2014
Ernst & Young October 2008 - February 2014
Ernst & Young May 2010 - May 2010
Morgan Stanley Smith Barney May 2006 - August 2006
Education
Duke University - Fuqua School of Business
Master of Business Administration (MBA), Strategy and Entrepreneurship
Binghamton University - School of Management
Bachelor of Science (B.S.), Financial Engineering and Global Management, Magna Cum Laude
Peking University
Study Abroad, Business in China
Shanghai Jiao Tong University
Study Abroad, International Business
Priceline.com August 2015 - Present
Priceline.com August 2014 - August 2015
Priceline.com March 2014 - August 2014
Ernst & Young October 2008 - February 2014
Ernst & Young May 2010 - May 2010
Morgan Stanley Smith Barney May 2006 - August 2006
Education
Duke University - Fuqua School of Business
Master of Business Administration (MBA), Strategy and Entrepreneurship
Binghamton University - School of Management
Bachelor of Science (B.S.), Financial Engineering and Global Management, Magna Cum Laude
Peking University
Study Abroad, Business in China
Shanghai Jiao Tong University
Study Abroad, International Business
Matthew Frank's Morgan Stanley Smith Barney Experience June 2012 - September 2012
Job Business Development at Logentries | Log Management & Realtime Analytics
Industry Information Technology and Services
Experience
Logentries Log Management & Real-time Analytics October 2014 - Present
SevOne Inc June 2014 - October 2014
Campus Apartments May 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - September 2012
Royal Valet May 2011 - September 2011
Skills
Entrepreneurship, Finance, Microsoft Excel, Financial Analysis, Public Speaking, Project Management, Corporate Finance, Problem Solving, Marketing Strategy, Salesforce.com, Business Ethics, Market Research, Investments, Marketing, Microsoft Office, PowerPoint
Education
Bentley University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Economics
Friends' Central 2006 — 2010
Logentries Log Management & Real-time Analytics October 2014 - Present
SevOne Inc June 2014 - October 2014
Campus Apartments May 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - September 2012
Royal Valet May 2011 - September 2011
Skills
Entrepreneurship, Finance, Microsoft Excel, Financial Analysis, Public Speaking, Project Management, Corporate Finance, Problem Solving, Marketing Strategy, Salesforce.com, Business Ethics, Market Research, Investments, Marketing, Microsoft Office, PowerPoint
Education
Bentley University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Economics
Friends' Central 2006 — 2010
David Craft David Craft's Morgan Stanley Smith Barney Experience February 2007 - August 2009
Job Vice President at Citi The Yield Book
Industry Financial Services
Experience
Citi August 2009 - Present
Morgan Stanley Smith Barney February 2007 - August 2009
Skills
Fixed Income Products, Fixed Income, Bonds, Risk, Sales, Marketing, Fixed Income Analysis, Financial Risk, MBS, Series 7, Securities, Capital Markets, Wealth Management, Risk Management, Derivatives, Investments, Finance, Financial Services
Education
University of Rochester - Simon Business School 2006 — 2009
MBA, Finance, Entrepreneurship
State University of New York at Binghamton 1998 — 2002
BA, Anthropology
Citi August 2009 - Present
Morgan Stanley Smith Barney February 2007 - August 2009
Skills
Fixed Income Products, Fixed Income, Bonds, Risk, Sales, Marketing, Fixed Income Analysis, Financial Risk, MBS, Series 7, Securities, Capital Markets, Wealth Management, Risk Management, Derivatives, Investments, Finance, Financial Services
Education
University of Rochester - Simon Business School 2006 — 2009
MBA, Finance, Entrepreneurship
State University of New York at Binghamton 1998 — 2002
BA, Anthropology
Sadiq Khan's Morgan Stanley Smith Barney Experience September 2008 - June 2009
Job Cyber Security Solutions at Booz Allen Hamilton
Industry Information Technology and Services
Experience
Booz Allen Hamilton July 2015 - Present
Booz Allen Hamilton June 2014 - June 2015
Deloitte July 2013 - June 2014
Deloitte June 2012 - August 2012
Symantec August 2011 - April 2012
Federal Reserve Bank of New York May 2011 - August 2011
Caras and Shulman January 2011 - April 2011
Care One June 2010 - August 2010
Morgan Stanley Smith Barney September 2008 - June 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Access, Financial Analysis, Microsoft Word, Accounting, Data Analysis, Bloomberg, Financial Reporting, SPSS, Social Media, Valuation, Social Networking, Market Research, Leadership, Finance, Auditing, Internal Controls, Sarbanes-Oxley, IT Audit, Internal Audit, Technology Risk, Sarbanes-Oxley Act
Education
Bentley University 2009 — 2013
Bachelors, Informtion Systems Audit and Control
Academies @ Englewood 2003 — 2006
HIgh School Diploma, Finance Academy
Booz Allen Hamilton July 2015 - Present
Booz Allen Hamilton June 2014 - June 2015
Deloitte July 2013 - June 2014
Deloitte June 2012 - August 2012
Symantec August 2011 - April 2012
Federal Reserve Bank of New York May 2011 - August 2011
Caras and Shulman January 2011 - April 2011
Care One June 2010 - August 2010
Morgan Stanley Smith Barney September 2008 - June 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Access, Financial Analysis, Microsoft Word, Accounting, Data Analysis, Bloomberg, Financial Reporting, SPSS, Social Media, Valuation, Social Networking, Market Research, Leadership, Finance, Auditing, Internal Controls, Sarbanes-Oxley, IT Audit, Internal Audit, Technology Risk, Sarbanes-Oxley Act
Education
Bentley University 2009 — 2013
Bachelors, Informtion Systems Audit and Control
Academies @ Englewood 2003 — 2006
HIgh School Diploma, Finance Academy
Christopher Lucia's Morgan Stanley Smith Barney Experience July 2011 - May 2012
Job Auditor for State Street Global Advisors
Industry Financial Services
Experience
State Street Bank July 2013 - Present
Chateau Restaurant July 2011 - June 2013
Scottrade October 2012 - April 2013
Covidien May 2012 - August 2012
Bentley University September 2011 - May 2012
Morgan Stanley Smith Barney July 2011 - May 2012
Walpole Little League May 2003 - June 2010
Skills
Microsoft Excel, Microsoft Word, NextGen, Bloomberg Terminal, Thompson One, Microsoft Applications
Education
Bentley University 2009 — 2013
Bachelor of Science (B.S.), Corporate Finance and Accounting
State Street Bank July 2013 - Present
Chateau Restaurant July 2011 - June 2013
Scottrade October 2012 - April 2013
Covidien May 2012 - August 2012
Bentley University September 2011 - May 2012
Morgan Stanley Smith Barney July 2011 - May 2012
Walpole Little League May 2003 - June 2010
Skills
Microsoft Excel, Microsoft Word, NextGen, Bloomberg Terminal, Thompson One, Microsoft Applications
Education
Bentley University 2009 — 2013
Bachelor of Science (B.S.), Corporate Finance and Accounting
Barbara Harper-Blount Barbara Harper-Blount's Morgan Stanley Smith Barney Experience June 2007 - November 2010
Job Clerk ll at Port Authority of NY & NJ
Industry Consumer Services
Experience
Port Authority of NY & NJ September 2015 - Present
Port Authority of NY & NJ March 2013 - September 2015
AD Meyers Unifoms October 2012 - March 2013
Avon 2012 - 2013
Morgan Stanley Smith Barney June 2007 - November 2010
MACY’S March 2010 - June 2010
Bank of America August 1997 - December 2005
Skills
Microsoft Office 2010..., Computerized Accounting..., PowerPoint, Outlook, Word, Excel, Access, Customer Service, Quickbooks, Microsoft Office, Banking, Customer Relations, Spreadsheets, Administrative Support, Data Entry, Administration, Typing, Accounts Payable, Teamwork, MS Office Suite, Accounts Receivable, Supervisory Skills, Inventory Management, Team Leadership, QuickBooks, Call Centers
Education
AVTECH Institute 2011 — 2011
Borough of Manhattan Community College 1982 — 1983
Secretarial Studies
Port Authority of NY & NJ September 2015 - Present
Port Authority of NY & NJ March 2013 - September 2015
AD Meyers Unifoms October 2012 - March 2013
Avon 2012 - 2013
Morgan Stanley Smith Barney June 2007 - November 2010
MACY’S March 2010 - June 2010
Bank of America August 1997 - December 2005
Skills
Microsoft Office 2010..., Computerized Accounting..., PowerPoint, Outlook, Word, Excel, Access, Customer Service, Quickbooks, Microsoft Office, Banking, Customer Relations, Spreadsheets, Administrative Support, Data Entry, Administration, Typing, Accounts Payable, Teamwork, MS Office Suite, Accounts Receivable, Supervisory Skills, Inventory Management, Team Leadership, QuickBooks, Call Centers
Education
AVTECH Institute 2011 — 2011
Borough of Manhattan Community College 1982 — 1983
Secretarial Studies
Sean Michael Cumming's Morgan Stanley Smith Barney Experience May 2012 - September 2012
Job Managing Director at SMC Private Investments
Industry Investment Management
Experience
SMC Private Investments August 2007 - Present
Boston Private Bank June 2013 - August 2013
Morgan Stanley Smith Barney May 2012 - September 2012
Skills
Morningstar, Excel, TradeStation, Wealth Management, Value Investing, Technical Data Analysis, Investment Advisory, Equity Trading, Equity Research Analysis, Day Trading, Bloomberg Terminal, Mutual Funds, Financial Markets, Microsoft Excel, ETFs, Investment Management, Finance, Equities, Portfolio Management, PowerPoint, Bloomberg
Education
Bentley University 2010 — 2014
Bachelor of Science (B.S.), Economics & Finance
SMC Private Investments August 2007 - Present
Boston Private Bank June 2013 - August 2013
Morgan Stanley Smith Barney May 2012 - September 2012
Skills
Morningstar, Excel, TradeStation, Wealth Management, Value Investing, Technical Data Analysis, Investment Advisory, Equity Trading, Equity Research Analysis, Day Trading, Bloomberg Terminal, Mutual Funds, Financial Markets, Microsoft Excel, ETFs, Investment Management, Finance, Equities, Portfolio Management, PowerPoint, Bloomberg
Education
Bentley University 2010 — 2014
Bachelor of Science (B.S.), Economics & Finance
James J. Lee James J. Lee's Morgan Stanley Smith Barney Experience March 2008 - August 2012
Job AVP at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays August 2012 - Present
Morgan Stanley Smith Barney March 2008 - August 2012
Bear Stearns January 2001 - March 2008
Education
SUNY Binghamton
Electrical Engineering
Barclays August 2012 - Present
Morgan Stanley Smith Barney March 2008 - August 2012
Bear Stearns January 2001 - March 2008
Education
SUNY Binghamton
Electrical Engineering
Doreen Young Doreen Young's Morgan Stanley Smith Barney Experience 2003 - 2012
Job Senior Counsel at Citibank
Industry Law Practice
Experience
Citibank September 2015 - Present
JPMorgan Chase Bank N.A. September 2013 - September 2015
GrayRobinson, P.A. February 2012 - July 2013
Morgan Stanley Smith Barney 2003 - 2012
Holland & Knight LLP January 1995 - October 2003
Belcher, Fleece, Eckert & Geldart 1993 - January 1995
Skills
Litigation
Education
Stetson University College of Law 1991 — 1994
Juris Doctorate, Law
Berry College 1987 — 1991
Bachelor of Arts, Political Science
Armwood High School 1984 — 1987
Citibank September 2015 - Present
JPMorgan Chase Bank N.A. September 2013 - September 2015
GrayRobinson, P.A. February 2012 - July 2013
Morgan Stanley Smith Barney 2003 - 2012
Holland & Knight LLP January 1995 - October 2003
Belcher, Fleece, Eckert & Geldart 1993 - January 1995
Skills
Litigation
Education
Stetson University College of Law 1991 — 1994
Juris Doctorate, Law
Berry College 1987 — 1991
Bachelor of Arts, Political Science
Armwood High School 1984 — 1987
Halvard Kvaale Halvard Kvaale's Morgan Stanley Smith Barney Experience September 2006 - August 2012
Job Head of Manager Research & Selection at Voya Investment Management
Industry Financial Services
Experience
Voya Investment Management August 2012 - Present
Morgan Stanley Smith Barney September 2006 - August 2012
Deutsche Bank Alex Brown June 2000 - September 2006
Prudential Investments April 1991 - May 2000
A/S Eksportfinans March 1987 - August 1990
Skills
Portfolio Management, Hedge Funds, Mutual Funds, Asset Allocation, Investments, Derivatives, Investment Advisory, Fixed Income, Securities, Due Diligence, Wealth Management, Alternative Investments, ETFs, Capital Markets, Financial Services, Investment Strategies, Wealth Management..., Asset Management, Asset Managment, Series 7, Series 24, Series 63, Private Wealth..., Separately Managed..., Series 65, Norwegian, Portfolio Optimization, Model Portfolios
Education
San Francisco State University 1989 — 1991
Master of Science, Investments
BI Norwegian School of Management 1984 — 1987
Siviløkonom, Finance and Economics
Voya Investment Management August 2012 - Present
Morgan Stanley Smith Barney September 2006 - August 2012
Deutsche Bank Alex Brown June 2000 - September 2006
Prudential Investments April 1991 - May 2000
A/S Eksportfinans March 1987 - August 1990
Skills
Portfolio Management, Hedge Funds, Mutual Funds, Asset Allocation, Investments, Derivatives, Investment Advisory, Fixed Income, Securities, Due Diligence, Wealth Management, Alternative Investments, ETFs, Capital Markets, Financial Services, Investment Strategies, Wealth Management..., Asset Management, Asset Managment, Series 7, Series 24, Series 63, Private Wealth..., Separately Managed..., Series 65, Norwegian, Portfolio Optimization, Model Portfolios
Education
San Francisco State University 1989 — 1991
Master of Science, Investments
BI Norwegian School of Management 1984 — 1987
Siviløkonom, Finance and Economics
Caitlin Papagno's Morgan Stanley Smith Barney Experience May 2009 - August 2009
Job Senior Associate Accountant at JLL Construction
Industry Commercial Real Estate
Experience
JLL February 2012 - Present
Marley Properties July 2010 - February 2012
New York Life Insurance Company February 2009 - July 2010
National Archives and Records Administration November 2008 - May 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Finance, Accounts Payable, Microsoft Office, Accounting, Account Reconciliation, Management, Time Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2011
MBA, Real Estate Management
Bentley University 2006 — 2010
BS, Economics-Finance
JLL February 2012 - Present
Marley Properties July 2010 - February 2012
New York Life Insurance Company February 2009 - July 2010
National Archives and Records Administration November 2008 - May 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Finance, Accounts Payable, Microsoft Office, Accounting, Account Reconciliation, Management, Time Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2011
MBA, Real Estate Management
Bentley University 2006 — 2010
BS, Economics-Finance
Fred Molfino Fred Molfino's Morgan Stanley Smith Barney Experience February 2002 - August 2009
Job Founder and Managing Director
Industry Investment Management
Experience
Three Bridge Wealth Advisors August 2009 - Present
Morgan Stanley Smith Barney February 2002 - August 2009
Robertson Stephens 1998 - 2002
Hambrecht & Quist 1994 - 1996
Montgomery Securities 1992 - 1995
Skills
Investment Advisory, Venture Capital, Entrepreneur, Wealth, Series 7, Entrepreneurship
Education
Boston College 1987 — 1991
Economics and Philosophy
The University of Chicago - Booth School of Business 2010 — 2010
Certified Private Wealth Advisor
Three Bridge Wealth Advisors August 2009 - Present
Morgan Stanley Smith Barney February 2002 - August 2009
Robertson Stephens 1998 - 2002
Hambrecht & Quist 1994 - 1996
Montgomery Securities 1992 - 1995
Skills
Investment Advisory, Venture Capital, Entrepreneur, Wealth, Series 7, Entrepreneurship
Education
Boston College 1987 — 1991
Economics and Philosophy
The University of Chicago - Booth School of Business 2010 — 2010
Certified Private Wealth Advisor
TerriLee Johnson TerriLee Johnson's Morgan Stanley Smith Barney Experience March 1983 - Present
Job Vice President/Complex Service Manager at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 1983 - Present
Skills
Securities, Series 63, Wealth Management, Series 7, Mutual Funds, Alternative Investments, Series 65, Series 24, Asset Allocation, Asset Management
Education
Bethel University 1974 — 1977
Bachelor's degree, Psychology/Music
Morgan Stanley Smith Barney March 1983 - Present
Skills
Securities, Series 63, Wealth Management, Series 7, Mutual Funds, Alternative Investments, Series 65, Series 24, Asset Allocation, Asset Management
Education
Bethel University 1974 — 1977
Bachelor's degree, Psychology/Music
Rufaro Makanda's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job MBA Candidate at Harvard Business School
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - August 2015
AllianceBernstein September 2013 - June 2014
FC Harlem March 2013 - June 2014
USTA 2012 - June 2014
AllianceBernstein March 2011 - June 2014
Invest Africa March 2012 - June 2013
Dewey & LeBoeuf LLP June 2010 - March 2011
Morgan Stanley Smith Barney June 2009 - August 2009
AllAfrica Global Media 2005 - 2005
Skills
Investments, Portfolio Management, PowerPoint, Asset Management, Customer Relations, Series 7, French, Marketing Strategy, Asset Managment, Securities, Alternative Investments, Finance, Analysis, Series 63, CRM, Financial Analysis, Equities, Strategy, Customer Service
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Dartmouth College 2006 — 2010
B.A., History
Bond University
National Cathedral School
High School Diploma
Bank of America Merrill Lynch June 2015 - August 2015
AllianceBernstein September 2013 - June 2014
FC Harlem March 2013 - June 2014
USTA 2012 - June 2014
AllianceBernstein March 2011 - June 2014
Invest Africa March 2012 - June 2013
Dewey & LeBoeuf LLP June 2010 - March 2011
Morgan Stanley Smith Barney June 2009 - August 2009
AllAfrica Global Media 2005 - 2005
Skills
Investments, Portfolio Management, PowerPoint, Asset Management, Customer Relations, Series 7, French, Marketing Strategy, Asset Managment, Securities, Alternative Investments, Finance, Analysis, Series 63, CRM, Financial Analysis, Equities, Strategy, Customer Service
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Dartmouth College 2006 — 2010
B.A., History
Bond University
National Cathedral School
High School Diploma
Marc Howard Marc Howard's Morgan Stanley Smith Barney Experience March 2007 - March 2011
Job HR Business Partner Global Research at Gartner
Industry Financial Services
Experience
Gartner October 2014 - Present
Gerson Lehrman Group March 2011 - October 2014
Morgan Stanley Smith Barney March 2007 - March 2011
Morgan Stanley July 2005 - March 2007
Morgan Stanley June 2004 - August 2004
Saks Fifth Avenue June 2003 - August 2003
Skills
Deferred Compensation, Human Resources, Talent Management, Succession Planning, Recruiting, Talent Acquisition, Performance Management, Onboarding, Wealth Management, Financial Services, Employee Engagement, Risk Management, Leadership, HRIS, Employee Benefits, Personnel Management, Employee Relations, Applicant Tracking...
Education
Binghamton University - School of Management 2001 — 2005
BS, Leadership and Consulting, Marketing
Horace Mann School 1988 — 2001
Gartner October 2014 - Present
Gerson Lehrman Group March 2011 - October 2014
Morgan Stanley Smith Barney March 2007 - March 2011
Morgan Stanley July 2005 - March 2007
Morgan Stanley June 2004 - August 2004
Saks Fifth Avenue June 2003 - August 2003
Skills
Deferred Compensation, Human Resources, Talent Management, Succession Planning, Recruiting, Talent Acquisition, Performance Management, Onboarding, Wealth Management, Financial Services, Employee Engagement, Risk Management, Leadership, HRIS, Employee Benefits, Personnel Management, Employee Relations, Applicant Tracking...
Education
Binghamton University - School of Management 2001 — 2005
BS, Leadership and Consulting, Marketing
Horace Mann School 1988 — 2001
Edward Capuano's Morgan Stanley Smith Barney Experience April 2012 - Present
Job Account Transfer Representative at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2012 - Present
UBS Financial Services January 1999 - December 2011
CB2 September 2008 - March 2011
Skills
Customer Service, Sales, Recruiting, Accounting, Time Management, Financial Services, Loans, Brokerage Operations, Limited Partnerships, Mutual Funds, ACATS, NON ACATS, DRS, Employee Stock Options, Wire Transfers, Account Servicing, Mac, PC, New Recruits, High Net Worth..., Relationship Management, Partial ACATS, Guaranteed Accounts, IRAs, Simple IRA, Roth IRA, Securities
Education
Bergen Community College
Associates, Liberal Arts
Morgan Stanley Smith Barney April 2012 - Present
UBS Financial Services January 1999 - December 2011
CB2 September 2008 - March 2011
Skills
Customer Service, Sales, Recruiting, Accounting, Time Management, Financial Services, Loans, Brokerage Operations, Limited Partnerships, Mutual Funds, ACATS, NON ACATS, DRS, Employee Stock Options, Wire Transfers, Account Servicing, Mac, PC, New Recruits, High Net Worth..., Relationship Management, Partial ACATS, Guaranteed Accounts, IRAs, Simple IRA, Roth IRA, Securities
Education
Bergen Community College
Associates, Liberal Arts
Alex Cohen Alex Cohen's Morgan Stanley Smith Barney Experience December 2010 - March 2011
Job Business Development Manager at Manage.com
Industry Marketing and Advertising
Experience
Manage.com May 2015 - Present
Manage September 2014 - Present
AOL Platforms MARKETPLACE January 2014 - September 2014
AOL Networks MARKETPLACE by ADTECH December 2012 - January 2014
Communispace October 2012 - December 2012
Communispace Corporation March 2011 - October 2012
Morgan Stanley Smith Barney December 2010 - March 2011
Investor Group Services October 2010 - December 2010
Bike and Build May 2010 - August 2010
WillIam F Connell School of Nursing October 2009 - May 2010
Skills
Consumer Insights, Analysis, Writing, Customer Insight, Marketing Communications, Social Networking, Strategy, Online Advertising, Editing, Advertising, Management, Real-Time Bidding, Research, Demand Side Platform, Qualitative Research, Digital Media, Social Media Marketing, Social Media
Education
Boston College 2006 — 2010
Bachelor of Arts, International Studies, Political Science
The London School of Economics and Political Science (LSE) 2008 — 2009
General Course, International Relations
Manage.com May 2015 - Present
Manage September 2014 - Present
AOL Platforms MARKETPLACE January 2014 - September 2014
AOL Networks MARKETPLACE by ADTECH December 2012 - January 2014
Communispace October 2012 - December 2012
Communispace Corporation March 2011 - October 2012
Morgan Stanley Smith Barney December 2010 - March 2011
Investor Group Services October 2010 - December 2010
Bike and Build May 2010 - August 2010
WillIam F Connell School of Nursing October 2009 - May 2010
Skills
Consumer Insights, Analysis, Writing, Customer Insight, Marketing Communications, Social Networking, Strategy, Online Advertising, Editing, Advertising, Management, Real-Time Bidding, Research, Demand Side Platform, Qualitative Research, Digital Media, Social Media Marketing, Social Media
Education
Boston College 2006 — 2010
Bachelor of Arts, International Studies, Political Science
The London School of Economics and Political Science (LSE) 2008 — 2009
General Course, International Relations
Marcelo Leifert Marcelo Leifert's Morgan Stanley Smith Barney Experience July 2012 - Present
Job Vice President at Morgan Stanley Smith Barney
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney July 2012 - Present
Natixis 2011 - 2012
Citadel Investment Group March 2010 - July 2011
Lehman Brothers/Barclays Capital March 2005 - March 2010
Morgan Stanley January 2004 - March 2005
Morgan Stanley 2003 - 2004
Skills
Desktop Support, PC maintenance, Application Training, Mobile Devices, Computer Hardware..., Windows 7, SQL, Unix, Production Support, Trading Applications, HTML, Microsoft Office, Blackberry, Mac OS X, Home Networking, Wireless Networking, Virtual PC, VMware Workstation, norton ghost, acronis, lenovo, HP, Dell Desktops, HP Printers, VPN, Active Directory, Disaster Recovery, blue matrix, Bloomberg, Thomson One, Reuters BridgeStation, microhedge, Real Tick, Computer Repair, Visio
Education
Polytechnic Institute of New York University 2004 — 2006
M.S, Telecommunications and Information Management
Binghamton University - School of Management 1999 — 2002
BS, Management Information Systems
Morgan Stanley Smith Barney July 2012 - Present
Natixis 2011 - 2012
Citadel Investment Group March 2010 - July 2011
Lehman Brothers/Barclays Capital March 2005 - March 2010
Morgan Stanley January 2004 - March 2005
Morgan Stanley 2003 - 2004
Skills
Desktop Support, PC maintenance, Application Training, Mobile Devices, Computer Hardware..., Windows 7, SQL, Unix, Production Support, Trading Applications, HTML, Microsoft Office, Blackberry, Mac OS X, Home Networking, Wireless Networking, Virtual PC, VMware Workstation, norton ghost, acronis, lenovo, HP, Dell Desktops, HP Printers, VPN, Active Directory, Disaster Recovery, blue matrix, Bloomberg, Thomson One, Reuters BridgeStation, microhedge, Real Tick, Computer Repair, Visio
Education
Polytechnic Institute of New York University 2004 — 2006
M.S, Telecommunications and Information Management
Binghamton University - School of Management 1999 — 2002
BS, Management Information Systems
Peter Godino, CFP® Peter Godino, CFP®'s Morgan Stanley Smith Barney Experience November 2009 - July 2011
Job CFP® professional at Modera Wealth Management
Industry Financial Services
Experience
Modera Wealth Management August 2011 - Present
Morgan Stanley Smith Barney November 2009 - July 2011
Bainco International Investors January 2008 - April 2009
J.P. King & Associates, Inc May 2002 - December 2007
Ameriprise Financial Services, Inc. November 1997 - April 2002
Brown Brothers Harriman January 1992 - September 1997
Education
University of California, Berkeley 2002 — 2003
Certificate program, Personal Financial Planning
Boston College 1989 — 1994
BA, Political Science
Boston Latin School 1979 — 1986
Diploma, College Prep
Modera Wealth Management August 2011 - Present
Morgan Stanley Smith Barney November 2009 - July 2011
Bainco International Investors January 2008 - April 2009
J.P. King & Associates, Inc May 2002 - December 2007
Ameriprise Financial Services, Inc. November 1997 - April 2002
Brown Brothers Harriman January 1992 - September 1997
Education
University of California, Berkeley 2002 — 2003
Certificate program, Personal Financial Planning
Boston College 1989 — 1994
BA, Political Science
Boston Latin School 1979 — 1986
Diploma, College Prep
Jalice De Jesus's Morgan Stanley Smith Barney Experience October 2010 - December 2010
Job Bachelor's In Business Management, Knowledge in all Microsoft Programs and currently seeking an Adm. Assistant position
Industry Education Management
Experience
Action Environmental Services January 2013 - July 2015
Cache September 2011 - April 2015
Raymour & Flanigan January 2012 - January 2013
The Limited June 2010 - June 2011
Berkeley College April 2008 - June 2011
Morgan Stanley Smith Barney October 2010 - December 2010
Charlotte Russe August 2009 - June 2010
Hospice of Westchester April 2008 - January 2009
Skills
PowerPoint, Word, Excel, Microsoft Office, Customer Service, Outlook, Access, Teamwork, Customer Relations, Time Management, Data Entry, Spanish, English, Windows, Sales, Training, Management, Microsoft Excel, Community Outreach, Microsoft Word, Photoshop, Event Planning
Education
Berkeley College 2008 — 2011
Bachelor's, Business Management
Berkeley College 2008 — 2011
Bachelor of Business Administration Degree, Management
Action Environmental Services January 2013 - July 2015
Cache September 2011 - April 2015
Raymour & Flanigan January 2012 - January 2013
The Limited June 2010 - June 2011
Berkeley College April 2008 - June 2011
Morgan Stanley Smith Barney October 2010 - December 2010
Charlotte Russe August 2009 - June 2010
Hospice of Westchester April 2008 - January 2009
Skills
PowerPoint, Word, Excel, Microsoft Office, Customer Service, Outlook, Access, Teamwork, Customer Relations, Time Management, Data Entry, Spanish, English, Windows, Sales, Training, Management, Microsoft Excel, Community Outreach, Microsoft Word, Photoshop, Event Planning
Education
Berkeley College 2008 — 2011
Bachelor's, Business Management
Berkeley College 2008 — 2011
Bachelor of Business Administration Degree, Management
Brandon McIntosh Brandon McIntosh's Morgan Stanley Smith Barney Experience April 2010 - September 2011
Job Director Decision Management
Industry Banking
Experience
Citi June 2015 - Present
Citibank September 2011 - June 2015
Morgan Stanley Smith Barney April 2010 - September 2011
Wachovia Bank September 1994 - April 2010
Wachovia September 1994 - April 2010
SouthTrust Bank 1994 - 2004
SouthTrust 1994 - 2004
Skills
Analysis, Customer Insight, Strategy, Segmentation, Banking, Cross-functional Team..., Analytics
Education
Birmingham-Southern College 1989 — 1993
Bachelor of Arts, International Business
Citi June 2015 - Present
Citibank September 2011 - June 2015
Morgan Stanley Smith Barney April 2010 - September 2011
Wachovia Bank September 1994 - April 2010
Wachovia September 1994 - April 2010
SouthTrust Bank 1994 - 2004
SouthTrust 1994 - 2004
Skills
Analysis, Customer Insight, Strategy, Segmentation, Banking, Cross-functional Team..., Analytics
Education
Birmingham-Southern College 1989 — 1993
Bachelor of Arts, International Business
Marc Cunningham Marc Cunningham's Morgan Stanley Smith Barney Experience 1992 - 1997
Job Producer at Take Notes Entertainment
Industry Motion Pictures and Film
Experience
Take Notes Entertainment Purchasing ClerkSimpson Thacher & Bartlett LLP2004 - 2014
Morning Glory Productions / A Milien Pictures Group March 2007 - 2009
Test of Strength Productions 2007 - 2007
Deutsch Advertising 1997 - 1998
Morgan Stanley Smith Barney 1992 - 1997
Skills
Music, Film, Post Production, Screenwriting, Voice Over, Music Production, Recording, Multimedia, Record Labels, Casting, Producing, Video Production, Documentaries, Final Cut Pro, Video Editing, Film Production, Commercials
Education
Borough of Manhattan Community College 1992 — 1997
Samuel J. Tilden High School
Take Notes Entertainment Purchasing ClerkSimpson Thacher & Bartlett LLP2004 - 2014
Morning Glory Productions / A Milien Pictures Group March 2007 - 2009
Test of Strength Productions 2007 - 2007
Deutsch Advertising 1997 - 1998
Morgan Stanley Smith Barney 1992 - 1997
Skills
Music, Film, Post Production, Screenwriting, Voice Over, Music Production, Recording, Multimedia, Record Labels, Casting, Producing, Video Production, Documentaries, Final Cut Pro, Video Editing, Film Production, Commercials
Education
Borough of Manhattan Community College 1992 — 1997
Samuel J. Tilden High School
Tommy Constantinou Tommy Constantinou's Morgan Stanley Smith Barney Experience June 2007 - October 2011
Job Structured Products Analyst Specializing in Complex Investment Structures Across Multiple Asset Classes at SuMi Trust
Industry Financial Services
Experience
Sumitomo Mitsui Trust Bank, Limited November 2011 - Present
Morgan Stanley Smith Barney June 2007 - October 2011
Carpet Time Inc. January 2007 - June 2007
Skills
Bloomberg Terminal, Asset Allocation, Microsoft Office, Finance, Equity Research, Asset Management, Financial Analysis, Thomson One, Basketball, Soccer, Online Research, Market Research, Fixed Income, Financial Services, Equities, Risk Management, Securities, Banking, Intex, Greek, International Business..., Credit Analysis, Structured Products, Asset-backed..., Asset Backed Lending, Bridge Financing, Asset Backed Financing, Private Placements, Financial Regulation, Investments
Education
Binghamton University - School of Management 2014 — 2015
Master of Business Administration (M.B.A.), Business Analytics
Iona College 2007 — 2011
BBA, Finance
American University of Rome 2009 — 2009
Education Abroad, Finance
Xavier High School 2003 — 2007
Sumitomo Mitsui Trust Bank, Limited November 2011 - Present
Morgan Stanley Smith Barney June 2007 - October 2011
Carpet Time Inc. January 2007 - June 2007
Skills
Bloomberg Terminal, Asset Allocation, Microsoft Office, Finance, Equity Research, Asset Management, Financial Analysis, Thomson One, Basketball, Soccer, Online Research, Market Research, Fixed Income, Financial Services, Equities, Risk Management, Securities, Banking, Intex, Greek, International Business..., Credit Analysis, Structured Products, Asset-backed..., Asset Backed Lending, Bridge Financing, Asset Backed Financing, Private Placements, Financial Regulation, Investments
Education
Binghamton University - School of Management 2014 — 2015
Master of Business Administration (M.B.A.), Business Analytics
Iona College 2007 — 2011
BBA, Finance
American University of Rome 2009 — 2009
Education Abroad, Finance
Xavier High School 2003 — 2007
Alex Valensi Alex Valensi's Morgan Stanley Smith Barney Experience 2008 - 2008
Job Office of Business Management at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2013 - Present
L&K Partners Inc. February 2011 - May 2013
JPMorgan Chase 2009 - 2010
Morgan Stanley Smith Barney 2008 - 2008
Skills
Platform Management, Project Management, Project Coordination, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Management, Data Analysis, Financial Analysis, Cost Management, Business Requirements, User Acceptance Testing, Program Management
Education
Binghamton University - School of Management 2007 — 2009
MBA
Binghamton University 2005 — 2007
Bachelor of Arts (BA), Psychology
Morgan Stanley Wealth Management May 2013 - Present
L&K Partners Inc. February 2011 - May 2013
JPMorgan Chase 2009 - 2010
Morgan Stanley Smith Barney 2008 - 2008
Skills
Platform Management, Project Management, Project Coordination, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Management, Data Analysis, Financial Analysis, Cost Management, Business Requirements, User Acceptance Testing, Program Management
Education
Binghamton University - School of Management 2007 — 2009
MBA
Binghamton University 2005 — 2007
Bachelor of Arts (BA), Psychology
Nick Dibartolomeo's Morgan Stanley Smith Barney Experience November 2009 - March 2010
Job Vice President Finance at Blackberry Farm
Industry Accounting
Experience
Blackberry Farm February 2010 - Present
Morgan Stanley Smith Barney November 2009 - March 2010
Ruby Tuesday June 2007 - September 2009
Ruby Tuesday March 2006 - October 2007
Ruby Tuesday March 1999 - March 2006
Skills
Microsoft Excel, Customer Service, Restaurants, Budgets, Income Statement, Inventory Management, Hospitality, Operations Management, Retail, Accounting, Financial Analysis, Restaurant Management, Leadership, Multi-unit, Event Planning, Hospitality Management, Food, Financial Reporting, Hospitality Industry, Outlook, Business Planning, Process Improvement, Microsoft Office, Profit, Team Building, Finance, Human Resources, Payroll, Time Management, Customer Satisfaction, Marketing, Forecasting, Hotels, Management, Micros, Training, Food & Beverage, Revenue Analysis, P&L Management, Sales, Team Leadership, Employee Relations, Recruiting, Hotel Management, P&L, Resorts, Coaching, Pre-opening, Franchising, Cost Control
Education
Binghamton University - School of Management 2000 — 2002
BS, Mathematics
Corning Community College 1998 — 2000
AS Mathematics & Applied Sciences, Mathematics & Apllied Sciences
TAE 1994 — 1998
Blackberry Farm February 2010 - Present
Morgan Stanley Smith Barney November 2009 - March 2010
Ruby Tuesday June 2007 - September 2009
Ruby Tuesday March 2006 - October 2007
Ruby Tuesday March 1999 - March 2006
Skills
Microsoft Excel, Customer Service, Restaurants, Budgets, Income Statement, Inventory Management, Hospitality, Operations Management, Retail, Accounting, Financial Analysis, Restaurant Management, Leadership, Multi-unit, Event Planning, Hospitality Management, Food, Financial Reporting, Hospitality Industry, Outlook, Business Planning, Process Improvement, Microsoft Office, Profit, Team Building, Finance, Human Resources, Payroll, Time Management, Customer Satisfaction, Marketing, Forecasting, Hotels, Management, Micros, Training, Food & Beverage, Revenue Analysis, P&L Management, Sales, Team Leadership, Employee Relations, Recruiting, Hotel Management, P&L, Resorts, Coaching, Pre-opening, Franchising, Cost Control
Education
Binghamton University - School of Management 2000 — 2002
BS, Mathematics
Corning Community College 1998 — 2000
AS Mathematics & Applied Sciences, Mathematics & Apllied Sciences
TAE 1994 — 1998
Dmitriy Gurland Dmitriy Gurland's Morgan Stanley Smith Barney Experience May 2010 - September 2012
Job VP, Infrastructure Architect IaaS, PaaS at JPMorgan Chase & Co.
Industry Financial Services
Experience
Accenture May 2013 - June 2014
Intelmart September 2012 - March 2013
Morgan Stanley Smith Barney May 2010 - September 2012
New York Stock Exchange (NYSE Euronext) 2007 - 2010
Citigroup 2005 - 2007
Whale Communications 2003 - 2005
ReefEdge 2002 - 2003
Law Firm of Gary P. Sarlo 2001 - 2002
Binghamton University 1998 - 2001
PaineWebber 1998 - 1999
Education
Stevens Institute of Technology 2004 — 2007
MS, Information Systems and Computer Security
Binghamton University 1998 — 2001
BS, Computer Science
Accenture May 2013 - June 2014
Intelmart September 2012 - March 2013
Morgan Stanley Smith Barney May 2010 - September 2012
New York Stock Exchange (NYSE Euronext) 2007 - 2010
Citigroup 2005 - 2007
Whale Communications 2003 - 2005
ReefEdge 2002 - 2003
Law Firm of Gary P. Sarlo 2001 - 2002
Binghamton University 1998 - 2001
PaineWebber 1998 - 1999
Education
Stevens Institute of Technology 2004 — 2007
MS, Information Systems and Computer Security
Binghamton University 1998 — 2001
BS, Computer Science
Nicholas Fahmie's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job Equity Research Associate at Barclays
Industry Capital Markets
Experience
Barclays Investment Bank July 2014 - Present
Barclays Capital July 2012 - July 2014
Hughey Center for Financial Services September 2011 - May 2012
Barclays Capital June 2011 - August 2011
New England Private Wealth Advisors September 2010 - December 2010
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Derivatives, Equities, Investments, Equity Derivatives, Equity Trading, Trading, Capital Markets, Derivatives Trading, Volatility, Financial Structuring, Fixed Income, Bloomberg, Hedging, Wealth Management, Equity Research
Education
Bentley University 2008 — 2012
BS, Economics & Finance, Quantitative Perspectives, Psychology
Barclays Investment Bank July 2014 - Present
Barclays Capital July 2012 - July 2014
Hughey Center for Financial Services September 2011 - May 2012
Barclays Capital June 2011 - August 2011
New England Private Wealth Advisors September 2010 - December 2010
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Derivatives, Equities, Investments, Equity Derivatives, Equity Trading, Trading, Capital Markets, Derivatives Trading, Volatility, Financial Structuring, Fixed Income, Bloomberg, Hedging, Wealth Management, Equity Research
Education
Bentley University 2008 — 2012
BS, Economics & Finance, Quantitative Perspectives, Psychology
Michelle Dolan-Grosso Michelle Dolan-Grosso's Morgan Stanley Smith Barney Experience February 2010 - May 2013
Job Executive Administrator for Gary Kaminsky, Vice Chairman of Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Morgan Stanley Smith Barney February 2010 - May 2013
Citi Smith Barney September 2007 - January 2010
Education
Binghamton University
Morgan Stanley June 2013 - Present
Morgan Stanley Smith Barney February 2010 - May 2013
Citi Smith Barney September 2007 - January 2010
Education
Binghamton University
Christopher Herterick Christopher Herterick's Morgan Stanley Smith Barney Experience 2011 - 2012
Job Tutor at SelfEmployed
Industry Financial Services
Experience
Self-Employed June 2012 - Present
Morgan Stanley Smith Barney 2011 - 2012
UBS May 2010 - September 2010
Rosenthal Global Securities May 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, SAS, Financial Analysis, Financial Operations, Financial Reporting, Applied Probability, Academic Tutoring, Tutoring, Customer Service
Education
Binghamton University 2006 — 2010
Bachelor of Science (B.S.), Economics
Seton Hall Preparatory School 2002 — 2006
High School
Self-Employed June 2012 - Present
Morgan Stanley Smith Barney 2011 - 2012
UBS May 2010 - September 2010
Rosenthal Global Securities May 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, SAS, Financial Analysis, Financial Operations, Financial Reporting, Applied Probability, Academic Tutoring, Tutoring, Customer Service
Education
Binghamton University 2006 — 2010
Bachelor of Science (B.S.), Economics
Seton Hall Preparatory School 2002 — 2006
High School
Amisha Patel Amisha Patel's Morgan Stanley Smith Barney Experience September 2010 - December 2010
Job Market Risk Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase December 2013 - Present
Willis Re July 2012 - November 2013
Bentley University August 2011 - August 2012
Liberty Mutual Insurance June 2011 - August 2011
Morgan Stanley Smith Barney September 2010 - December 2010
UBS Wealth Management June 2010 - August 2010
Skills
Investments, Corporate Finance, Bloomberg, Economics, Morningstar, Financial Analysis, Bloomberg Terminal, Access, Competitive Analysis, Finance, Private Equity, Due Diligence, Mutual Funds
Education
Bentley University 2008 — 2012
BS, Economics-Finance & Global Perspectives
Bond University 2010 — 2010
Study Abroad, Economics-Finance & Global Perspectives
JPMorgan Chase December 2013 - Present
Willis Re July 2012 - November 2013
Bentley University August 2011 - August 2012
Liberty Mutual Insurance June 2011 - August 2011
Morgan Stanley Smith Barney September 2010 - December 2010
UBS Wealth Management June 2010 - August 2010
Skills
Investments, Corporate Finance, Bloomberg, Economics, Morningstar, Financial Analysis, Bloomberg Terminal, Access, Competitive Analysis, Finance, Private Equity, Due Diligence, Mutual Funds
Education
Bentley University 2008 — 2012
BS, Economics-Finance & Global Perspectives
Bond University 2010 — 2010
Study Abroad, Economics-Finance & Global Perspectives
Amir Permeh Amir Permeh's Morgan Stanley Smith Barney Experience April 2010 - August 2011
Job Strategic Account Manager @ SONIFI Solutions, Inc.
Industry Entertainment
Experience
SONIFI Solutions, Inc. August 2014 - Present
Cargill August 2011 - August 2014
Morgan Stanley Smith Barney April 2010 - August 2011
Bernicks July 2007 - April 2010
MillerCoors October 2003 - July 2007
Skills
Sales, Sales Management, Food Industry, FMCG, Marketing Strategy, Food, Agriculture, Trade Marketing, Marketing Management, Ingredients, Marketing, Project Management, Market Planning, Customer Insight, Strategic Planning, Marketing Communications, Food Safety, Food Science, Agribusiness, Dairy, Competitive Analysis, Food Processing, Salesforce.com, Financial Advisory, Consumer Products, Key Account Management, Key Account Development
Education
Bethel University 2009 — 2011
Master of Business Administration (M.B.A.)
University of Minnesota-Duluth 1997 — 2001
Bachelor of Business Administration (B.B.A.), Marketing
SONIFI Solutions, Inc. August 2014 - Present
Cargill August 2011 - August 2014
Morgan Stanley Smith Barney April 2010 - August 2011
Bernicks July 2007 - April 2010
MillerCoors October 2003 - July 2007
Skills
Sales, Sales Management, Food Industry, FMCG, Marketing Strategy, Food, Agriculture, Trade Marketing, Marketing Management, Ingredients, Marketing, Project Management, Market Planning, Customer Insight, Strategic Planning, Marketing Communications, Food Safety, Food Science, Agribusiness, Dairy, Competitive Analysis, Food Processing, Salesforce.com, Financial Advisory, Consumer Products, Key Account Management, Key Account Development
Education
Bethel University 2009 — 2011
Master of Business Administration (M.B.A.)
University of Minnesota-Duluth 1997 — 2001
Bachelor of Business Administration (B.B.A.), Marketing
Amra Mahmood Amra Mahmood's Morgan Stanley Smith Barney Experience July 2011 - December 2012
Job Consultant at Morgan Stanley Smith Barney
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney July 2011 - December 2012
Morgan Stanley January 1998 - January 2008
DATABASE AMERICA January 1997 - January 1998
Citibank January 1996 - January 1997
AUTOMATIC DATA PROCESSING (ADP) January 1991 - January 1996
ADP 1991 - 1996
Pan American World Airways 1986 - 1991
Skills
VSAM, SDLC, JCL, MVS, Business Analysis, Production..., Enterprise Architecture, COBOL, TSO, Requirements Analysis, Software Project..., Software Documentation, ETL, Management, Requirements Gathering, Visio, Analysis, Program Management, IT Strategy, User Acceptance Testing, Vendor Management, Testing, Business Intelligence, MS Project, SOA, Disaster Recovery, PMO, DB2, PMP, Unix, SQL, Database Design, Software Development, Oracle, Agile Methodologies
Education
Bergen Community College 2000 — 2001
Diploma, Programming in C language
AIRCO Computer Learning Center 1984 — 1985
DIPLOMA, Assembler, COBOL, RPG programming
National College of Arts 1969 — 1974
Bachelor of Architecture (B.Arch.), Architecture
Morgan Stanley Smith Barney July 2011 - December 2012
Morgan Stanley January 1998 - January 2008
DATABASE AMERICA January 1997 - January 1998
Citibank January 1996 - January 1997
AUTOMATIC DATA PROCESSING (ADP) January 1991 - January 1996
ADP 1991 - 1996
Pan American World Airways 1986 - 1991
Skills
VSAM, SDLC, JCL, MVS, Business Analysis, Production..., Enterprise Architecture, COBOL, TSO, Requirements Analysis, Software Project..., Software Documentation, ETL, Management, Requirements Gathering, Visio, Analysis, Program Management, IT Strategy, User Acceptance Testing, Vendor Management, Testing, Business Intelligence, MS Project, SOA, Disaster Recovery, PMO, DB2, PMP, Unix, SQL, Database Design, Software Development, Oracle, Agile Methodologies
Education
Bergen Community College 2000 — 2001
Diploma, Programming in C language
AIRCO Computer Learning Center 1984 — 1985
DIPLOMA, Assembler, COBOL, RPG programming
National College of Arts 1969 — 1974
Bachelor of Architecture (B.Arch.), Architecture
Kathryn Howard's Morgan Stanley Smith Barney Experience June 2011 - June 2012
Job Financial Analyst at New Balance
Industry Retail
Experience
New Balance July 2015 - Present
Wolverine World Wide May 2013 - Present
Morgan Stanley 2012 - May 2013
Morgan Stanley Smith Barney June 2011 - June 2012
Fidelity Investments June 2010 - August 2010
Skills
Morningstar
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Major: Finance; Minor: Marketing
New Balance July 2015 - Present
Wolverine World Wide May 2013 - Present
Morgan Stanley 2012 - May 2013
Morgan Stanley Smith Barney June 2011 - June 2012
Fidelity Investments June 2010 - August 2010
Skills
Morningstar
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Major: Finance; Minor: Marketing
Priya Perumal, CISA, CRISC, CISM. Priya Perumal, CISA, CRISC, CISM.'s Morgan Stanley Smith Barney Experience June 2009 - December 2011
Job Board of Director at ISACA New Jersey Chapter
Industry Financial Services
Experience
Sumitomo Mitsui Banking Corporation February 2012 - Present
ISACA New Jersey Chapter April 2013 - Present
ISACA 2010 - 2013
Project Management Institute 2010 - 2012
Morgan Stanley Smith Barney June 2009 - December 2011
Citi Group January 2004 - June 2009
Skills
Risk Management
Education
Bharathiar University 1990 — 1993
Bsc, Computer Science
Breeks Memorial Anglo- Indian Hr sec School 1983 — 1990
High School, Math, Physics, chemistry and Computer Science
Bharathidasan University
MS, Computer Science
Sumitomo Mitsui Banking Corporation February 2012 - Present
ISACA New Jersey Chapter April 2013 - Present
ISACA 2010 - 2013
Project Management Institute 2010 - 2012
Morgan Stanley Smith Barney June 2009 - December 2011
Citi Group January 2004 - June 2009
Skills
Risk Management
Education
Bharathiar University 1990 — 1993
Bsc, Computer Science
Breeks Memorial Anglo- Indian Hr sec School 1983 — 1990
High School, Math, Physics, chemistry and Computer Science
Bharathidasan University
MS, Computer Science
Dana (Pylilo) Zamrik Dana (Pylilo) Zamrik's Morgan Stanley Smith Barney Experience February 2009 - April 2011
Job Executive Consultant at Rodan + Fields Dermatologists
Industry Financial Services
Experience
Rodan + Fields Dermatologists April 2012 - Present
AXIS Neuromonitoring April 2012 - January 2014
SunTrust Investment Services April 2011 - April 2012
Morgan Stanley Smith Barney February 2009 - April 2011
HBA Philadelphia 2005 - 2010
Intra-Op Monitoring Services November 2006 - February 2009
EMD Serono March 2004 - June 2006
Pfizer Pharmaceuticals March 2003 - March 2004
Pharmacia March 2001 - March 2002
Searle June 2000 - March 2001
Skills
Customer Relations, Insurance, New Business Development, Sales Management, Strategic Planning
Education
Iona College 2002 — 2005
MBA, Management
Boston College 1994 — 1996
MSW, Clinical Social Work
Hofstra University 1990 — 1994
BA, Psychology & Business Majors
Cardinal Spellman High School 1986 — 1990
Rodan + Fields Dermatologists April 2012 - Present
AXIS Neuromonitoring April 2012 - January 2014
SunTrust Investment Services April 2011 - April 2012
Morgan Stanley Smith Barney February 2009 - April 2011
HBA Philadelphia 2005 - 2010
Intra-Op Monitoring Services November 2006 - February 2009
EMD Serono March 2004 - June 2006
Pfizer Pharmaceuticals March 2003 - March 2004
Pharmacia March 2001 - March 2002
Searle June 2000 - March 2001
Skills
Customer Relations, Insurance, New Business Development, Sales Management, Strategic Planning
Education
Iona College 2002 — 2005
MBA, Management
Boston College 1994 — 1996
MSW, Clinical Social Work
Hofstra University 1990 — 1994
BA, Psychology & Business Majors
Cardinal Spellman High School 1986 — 1990
Marta Roginski Marta Roginski's Morgan Stanley Smith Barney Experience September 2008 - Present
Job Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2013 - Present
Morgan Stanley Smith Barney September 2008 - Present
Morgan Stanley October 2011 - June 2013
Morgan Stanley Smith Barney November 2010 - June 2013
JEFFRIES & CO December 2006 - March 2008
MIZUHO SECURITIES USA, INC February 2006 - September 2006
SWISS AMERICAN SECURITIES, INC January 2001 - January 2006
Skills
Fixed Income, Business Analysis, DTC, ACATS, Back Office, Account Reconciliation, Financial Reporting, Investment Banking, Investments, Capital Markets, Trading, Analysis, Banking, Securities, Finance, Management, Financial Services
Education
Borough of Manhattan Community College 1998 — 2000
Accounting
Andrew Jackson High School 1990 — 1994
Morgan Stanley Wealth Management June 2013 - Present
Morgan Stanley Smith Barney September 2008 - Present
Morgan Stanley October 2011 - June 2013
Morgan Stanley Smith Barney November 2010 - June 2013
JEFFRIES & CO December 2006 - March 2008
MIZUHO SECURITIES USA, INC February 2006 - September 2006
SWISS AMERICAN SECURITIES, INC January 2001 - January 2006
Skills
Fixed Income, Business Analysis, DTC, ACATS, Back Office, Account Reconciliation, Financial Reporting, Investment Banking, Investments, Capital Markets, Trading, Analysis, Banking, Securities, Finance, Management, Financial Services
Education
Borough of Manhattan Community College 1998 — 2000
Accounting
Andrew Jackson High School 1990 — 1994
Catherine O'Neill, CPA Catherine O'Neill, CPA's Morgan Stanley Smith Barney Experience September 2011 - December 2012
Job Assurance Senior Associate at McGladrey,LLP
Industry Accounting
Experience
McGladrey January 2013 - Present
Salem State College September 2012 - December 2012
Morgan Stanley Smith Barney September 2011 - December 2012
Salem State University January 2011 - December 2012
Cabot Money Management January 2012 - April 2012
The Boys and Girls Club of Greater May 2011 - December 2011
Cutler Elementary School September 2009 - June 2010
First Steps Day Care and Preschool September 2009 - January 2010
Skills
Microsoft Excel, PowerPoint, QuickBooks, Financial Analysis, Microsoft Office, Accounting, Peachtree, Microsoft Word, Outlook, Access, Financial Reporting, Research, Auditing, Tax
Education
Salem State College 2010 — 2012
BS, Accounting
Bentley University 2006 — 2009
BS
McGladrey January 2013 - Present
Salem State College September 2012 - December 2012
Morgan Stanley Smith Barney September 2011 - December 2012
Salem State University January 2011 - December 2012
Cabot Money Management January 2012 - April 2012
The Boys and Girls Club of Greater May 2011 - December 2011
Cutler Elementary School September 2009 - June 2010
First Steps Day Care and Preschool September 2009 - January 2010
Skills
Microsoft Excel, PowerPoint, QuickBooks, Financial Analysis, Microsoft Office, Accounting, Peachtree, Microsoft Word, Outlook, Access, Financial Reporting, Research, Auditing, Tax
Education
Salem State College 2010 — 2012
BS, Accounting
Bentley University 2006 — 2009
BS
Synthia Sathish Synthia Sathish's Morgan Stanley Smith Barney Experience February 2010 - November 2012
Job PMO at Credit Suisse
Industry Computer Software
Experience
Credit Suisse May 2014 - Present
JPMorgan Chase December 2013 - April 2014
New York State Department of Labor April 2013 - November 2013
Morgan Stanley Smith Barney February 2010 - November 2012
Northern Trust Bank November 2009 - February 2010
DNA Finland Oy November 2008 - October 2009
ZEisys Technologies Ltd September 2006 - July 2007
ALCIM Technologies Ltd October 2005 - July 2006
Skills
Software Project..., Technical Documentation, Business Analysis, Technical Writing, Documentation, Requirements Analysis, Visio, Business Requirements, SDLC, Project Management, Process Improvement, Requirements Gathering, Agile Methodologies, Program Management, Project Planning, Training, Software Development, Software Documentation, CRM, Technical Training, Oracle, Vendor Management, SharePoint
Education
Bharathiar University 2000 — 2005
M.Sc, Software Engineering
Karunya Deemed University 2000 — 2005
Master of Science, Software Engineering
Karunya Institute of Technology 1998 — 2005
Masters in Software Engineering, Computer Software Engineering
Credit Suisse May 2014 - Present
JPMorgan Chase December 2013 - April 2014
New York State Department of Labor April 2013 - November 2013
Morgan Stanley Smith Barney February 2010 - November 2012
Northern Trust Bank November 2009 - February 2010
DNA Finland Oy November 2008 - October 2009
ZEisys Technologies Ltd September 2006 - July 2007
ALCIM Technologies Ltd October 2005 - July 2006
Skills
Software Project..., Technical Documentation, Business Analysis, Technical Writing, Documentation, Requirements Analysis, Visio, Business Requirements, SDLC, Project Management, Process Improvement, Requirements Gathering, Agile Methodologies, Program Management, Project Planning, Training, Software Development, Software Documentation, CRM, Technical Training, Oracle, Vendor Management, SharePoint
Education
Bharathiar University 2000 — 2005
M.Sc, Software Engineering
Karunya Deemed University 2000 — 2005
Master of Science, Software Engineering
Karunya Institute of Technology 1998 — 2005
Masters in Software Engineering, Computer Software Engineering
Patrick Zwally Patrick Zwally's Morgan Stanley Smith Barney Experience March 2011 - August 2011
Job Financial Analyst at Tyco
Industry Hospital & Health Care
Experience
Tyco April 2014 - Present
TRAC Intermodal May 2013 - April 2014
Johnson & Johnson March 2013 - May 2013
Johnson & Johnson August 2012 - March 2013
Ramapo College of New Jersey February 2011 - May 2012
Morgan Stanley Smith Barney March 2011 - August 2011
Birtwistle & Company LLC October 2010 - January 2011
Skills
Microsoft Office, Eviews, Morningstar, Econometric Modeling, Economics, Finance, Mutual Funds, Microsoft Excel, PowerPoint, Access, Microsoft Word, Financial Modeling, Financial Analysis, Outlook, Data Analysis, Statistics, Public Speaking, Corporate Finance, Research, Time Management, Teamwork, Analysis, Market Research, Leadership
Education
State University of New York at Binghamton 2013 — 2014
Master of Business Administration (M.B.A.)
Ramapo College of New Jersey 2008 — 2012
Bachelor of Science, Business Administration: Finance
Old Bridge High School 2004 — 2008
Tyco April 2014 - Present
TRAC Intermodal May 2013 - April 2014
Johnson & Johnson March 2013 - May 2013
Johnson & Johnson August 2012 - March 2013
Ramapo College of New Jersey February 2011 - May 2012
Morgan Stanley Smith Barney March 2011 - August 2011
Birtwistle & Company LLC October 2010 - January 2011
Skills
Microsoft Office, Eviews, Morningstar, Econometric Modeling, Economics, Finance, Mutual Funds, Microsoft Excel, PowerPoint, Access, Microsoft Word, Financial Modeling, Financial Analysis, Outlook, Data Analysis, Statistics, Public Speaking, Corporate Finance, Research, Time Management, Teamwork, Analysis, Market Research, Leadership
Education
State University of New York at Binghamton 2013 — 2014
Master of Business Administration (M.B.A.)
Ramapo College of New Jersey 2008 — 2012
Bachelor of Science, Business Administration: Finance
Old Bridge High School 2004 — 2008
Ivan Toro Ivan Toro's Morgan Stanley Smith Barney Experience 2009 - 2010
Job Senior Associate AVP at BNY Mellon
Industry Financial Services
Experience
BNY Mellon May 2011 - Present
BNY Mellon May 2011 - December 2012
Morgan Stanley Smith Barney 2009 - 2010
Citigroup 2008 - 2009
Citigroup 2006 - 2008
Citigroup 1993 - 2006
Skills
Mutual Funds, Investments, Risk Management, Account Reconciliation, Trading, Equities, Portfolio Management, Fixed Income, Accounting, Internal Controls, Fixed Annuities, ETFs, FINRA, Finance, Series 24, Series 7, Asset Management
Education
Borough of Manhattan Community College
Associates in Applied Science, Business Managment
Cornell University
Business Management
Stony Brook University Health Sciences Center School of Medicine
BNY Mellon May 2011 - Present
BNY Mellon May 2011 - December 2012
Morgan Stanley Smith Barney 2009 - 2010
Citigroup 2008 - 2009
Citigroup 2006 - 2008
Citigroup 1993 - 2006
Skills
Mutual Funds, Investments, Risk Management, Account Reconciliation, Trading, Equities, Portfolio Management, Fixed Income, Accounting, Internal Controls, Fixed Annuities, ETFs, FINRA, Finance, Series 24, Series 7, Asset Management
Education
Borough of Manhattan Community College
Associates in Applied Science, Business Managment
Cornell University
Business Management
Stony Brook University Health Sciences Center School of Medicine
Chris Bilyk's Morgan Stanley Smith Barney Experience November 2010 - January 2011
Job Intern at Protobrand
Industry Marketing and Advertising
Experience
Protobrand February 2011 - Present
Morgan Stanley Smith Barney November 2010 - January 2011
Morgan Stanley Smith Barney November 2009 - January 2010
Litman & Gerson, LLP April 2009 - July 2009
Education
Boston College 2007 — 2011
B.S., Marketing, Finance
Protobrand February 2011 - Present
Morgan Stanley Smith Barney November 2010 - January 2011
Morgan Stanley Smith Barney November 2009 - January 2010
Litman & Gerson, LLP April 2009 - July 2009
Education
Boston College 2007 — 2011
B.S., Marketing, Finance
Roubina Arakelian Roubina Arakelian's Morgan Stanley Smith Barney Experience August 1996 - September 1998
Job Executive Assistant at Angeleno Group
Industry Venture Capital & Private Equity
Experience
Angeleno Group July 2013 - Present
Milken Institute August 1998 - July 2013
Morgan Stanley Smith Barney August 1996 - September 1998
Morgan Stanley Smith Barney March 1994 - August 1996
New York City Department of Transportation September 1988 - March 1994
Skills
Event Planning, Fundraisers, Non-profits, Research, Fundraising, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Quicken, QuickBooks, Raiser's Edge, Master Scheduling, Appointment Scheduling, Team Building, Team Leadership, Government, Event Management, Nonprofits, Microsoft Office, Philanthropy, Leadership, Public Speaking, Public Relations, Data Analysis, Management, Program Management, Entrepreneurship, Policy
Education
New York State University - Empire State College
Bachelor of Science, Business, Management and Economics
Borough of Manhattan Community College
Accounting
Angeleno Group July 2013 - Present
Milken Institute August 1998 - July 2013
Morgan Stanley Smith Barney August 1996 - September 1998
Morgan Stanley Smith Barney March 1994 - August 1996
New York City Department of Transportation September 1988 - March 1994
Skills
Event Planning, Fundraisers, Non-profits, Research, Fundraising, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Quicken, QuickBooks, Raiser's Edge, Master Scheduling, Appointment Scheduling, Team Building, Team Leadership, Government, Event Management, Nonprofits, Microsoft Office, Philanthropy, Leadership, Public Speaking, Public Relations, Data Analysis, Management, Program Management, Entrepreneurship, Policy
Education
New York State University - Empire State College
Bachelor of Science, Business, Management and Economics
Borough of Manhattan Community College
Accounting
Matt Fenton's Morgan Stanley Smith Barney Experience May 2011 - August 2011
Job Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte Consulting LLP June 2012 - Present
Morgan Stanley Smith Barney May 2011 - August 2011
Ameriprise Financial Services, Inc. January 2011 - April 2011
Gorham Savings Bank June 2008 - January 2011
Skills
Portfolio Management, CRM, Financial Analysis, Fixed Income, Risk Management, Analytics, Banking, Financial Modeling, Microsoft Excel, Strategic Financial..., Wealth Management, Finance, Microsoft Office, Mergers, PowerPoint, Project Management, Planning Budgeting &..., Financial Strategy, IT Business Strategy, Mutual Funds
Education
Bentley University 2008 — 2012
Bachelor of Science in Finance; Liberal Studies Major in Global Perspectives; Minor in Law, 3.9 GPA of 4.0
Universitat Pompeu Fabra 2010 — 2011
Bachelors of Science in Finance, 3.9 GPA of 4.0
Deloitte Consulting LLP June 2012 - Present
Morgan Stanley Smith Barney May 2011 - August 2011
Ameriprise Financial Services, Inc. January 2011 - April 2011
Gorham Savings Bank June 2008 - January 2011
Skills
Portfolio Management, CRM, Financial Analysis, Fixed Income, Risk Management, Analytics, Banking, Financial Modeling, Microsoft Excel, Strategic Financial..., Wealth Management, Finance, Microsoft Office, Mergers, PowerPoint, Project Management, Planning Budgeting &..., Financial Strategy, IT Business Strategy, Mutual Funds
Education
Bentley University 2008 — 2012
Bachelor of Science in Finance; Liberal Studies Major in Global Perspectives; Minor in Law, 3.9 GPA of 4.0
Universitat Pompeu Fabra 2010 — 2011
Bachelors of Science in Finance, 3.9 GPA of 4.0
Jennifer Stefancik Jennifer Stefancik's Morgan Stanley Smith Barney Experience January 2012 - April 2012
Job Specialist, Channel Marketing at Vistaprint
Industry Marketing and Advertising
Experience
Vistaprint March 2015 - Present
Vistaprint July 2014 - March 2015
Vistaprint June 2013 - June 2014
Bentley University September 2010 - May 2013
Commonwealth Financial Network May 2012 - December 2012
Morgan Stanley Smith Barney January 2012 - April 2012
Sherwin Williams May 2010 - January 2012
Skills
Digital Marketing, Copy Editing, Marketing Strategy, Affiliate Marketing, Email Marketing, MS Excel Pivot Tables, Writing, Affiliate Management, Customer Acquisition, Online Marketing, Market Research, PowerPoint, Microsoft Office, SharePoint, Outlook, SPSS, Direct Marketing, Social Media Marketing
Education
Bentley University 2009 — 2013
Bachelor of Science (B.S.), Marketing, Global Perspectives
The University of Manchester 2011 — 2011
Vistaprint March 2015 - Present
Vistaprint July 2014 - March 2015
Vistaprint June 2013 - June 2014
Bentley University September 2010 - May 2013
Commonwealth Financial Network May 2012 - December 2012
Morgan Stanley Smith Barney January 2012 - April 2012
Sherwin Williams May 2010 - January 2012
Skills
Digital Marketing, Copy Editing, Marketing Strategy, Affiliate Marketing, Email Marketing, MS Excel Pivot Tables, Writing, Affiliate Management, Customer Acquisition, Online Marketing, Market Research, PowerPoint, Microsoft Office, SharePoint, Outlook, SPSS, Direct Marketing, Social Media Marketing
Education
Bentley University 2009 — 2013
Bachelor of Science (B.S.), Marketing, Global Perspectives
The University of Manchester 2011 — 2011
Claudia Danies Claudia Danies's Morgan Stanley Smith Barney Experience August 1997 - 2004
Job Paralegal at ICE Futures U.S., Inc.
Industry Financial Services
Experience
ICE Futures U.S., Inc. February 2007 - Present
Swiss American Securities Inc. 2004 - 2005
Morgan Stanley Smith Barney August 1997 - 2004
Skills
Mergers & Acquisitions, Due Diligence, Securities, Corporate Law, Equities, Analysis, Options, Corporate Governance, Legal Research, Management, Mergers, Legal Writing, Negotiation, Policy, Private Equity
Education
New York University 1997 — 1997
Paralegal, Paralegal Studies
Binghamton University 1980 — 1984
BA, Pol. Sci. and French
ICE Futures U.S., Inc. February 2007 - Present
Swiss American Securities Inc. 2004 - 2005
Morgan Stanley Smith Barney August 1997 - 2004
Skills
Mergers & Acquisitions, Due Diligence, Securities, Corporate Law, Equities, Analysis, Options, Corporate Governance, Legal Research, Management, Mergers, Legal Writing, Negotiation, Policy, Private Equity
Education
New York University 1997 — 1997
Paralegal, Paralegal Studies
Binghamton University 1980 — 1984
BA, Pol. Sci. and French
Richard Piazza Richard Piazza's Morgan Stanley Smith Barney Experience May 2013 - January 2014
Job Business Development | Park Avenue Securities LLC | Guardian Life Insurance Company of America
Industry Investment Management
Experience
Park Avenue Securities January 2015 - Present
Park Avenue Securities January 2014 - January 2015
Morgan Stanley Smith Barney May 2013 - January 2014
Harbor Drive Asset Managment January 2007 - July 2012
CRT Capital Group February 2002 - January 2007
Pershing May 2000 - February 2002
Skills
Equities, Equity Trading, Bloomberg, Hedge Funds, Proprietary Trading, Investments, Trading, Derivatives, Options, Series 7, Fixed Income, Risk Management, Bonds, Series 63, FINRA, Alternative Investments, Electronic Trading, Securities, Trading Systems, Capital Markets, Financial Markets, Portfolio Management, FX Options, Prime Brokerage
Education
Binghamton University 1995 — 2000
BA, Finance & economics
Park Avenue Securities January 2015 - Present
Park Avenue Securities January 2014 - January 2015
Morgan Stanley Smith Barney May 2013 - January 2014
Harbor Drive Asset Managment January 2007 - July 2012
CRT Capital Group February 2002 - January 2007
Pershing May 2000 - February 2002
Skills
Equities, Equity Trading, Bloomberg, Hedge Funds, Proprietary Trading, Investments, Trading, Derivatives, Options, Series 7, Fixed Income, Risk Management, Bonds, Series 63, FINRA, Alternative Investments, Electronic Trading, Securities, Trading Systems, Capital Markets, Financial Markets, Portfolio Management, FX Options, Prime Brokerage
Education
Binghamton University 1995 — 2000
BA, Finance & economics
Christopher Flanders, MBA, CFP® Christopher Flanders, MBA, CFP®'s Morgan Stanley Smith Barney Experience May 2003 - December 2003
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2004 - Present
Morgan Stanley Smith Barney May 2003 - December 2003
Bank of America June 2000 - December 2002
Skills
Certified Financial..., Retirement Planning, Tax Sheltered Accounts, Mutual Funds, Personal Financial..., Asset Allocation, Massachusetts Public..., Advisory Accounts, Wealth Management, Investments, Retirement, Investment Strategies, Securities, Insurance, Fixed Annuities, Employer Deferred..., Series 7, Series 66, FINRA, Life Insurance, Trusts, Long Term Care Insurance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2001 — 2003
Master of Science (MS), Financial Planning and Services
Bentley College - Elkin B. McCallum Graduate School of Business 2001 — 2003
Master of Business Administration (MBA), Financial Planning and Services
Villanova University 1996 — 2000
Bachelor, Finance
AXA Advisors January 2004 - Present
Morgan Stanley Smith Barney May 2003 - December 2003
Bank of America June 2000 - December 2002
Skills
Certified Financial..., Retirement Planning, Tax Sheltered Accounts, Mutual Funds, Personal Financial..., Asset Allocation, Massachusetts Public..., Advisory Accounts, Wealth Management, Investments, Retirement, Investment Strategies, Securities, Insurance, Fixed Annuities, Employer Deferred..., Series 7, Series 66, FINRA, Life Insurance, Trusts, Long Term Care Insurance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2001 — 2003
Master of Science (MS), Financial Planning and Services
Bentley College - Elkin B. McCallum Graduate School of Business 2001 — 2003
Master of Business Administration (MBA), Financial Planning and Services
Villanova University 1996 — 2000
Bachelor, Finance
Nanda Neng's Morgan Stanley Smith Barney Experience May 2007 - April 2010
Job IB Strategy Design and Deploy at Barclays
Industry Financial Services
Experience
Barclays October 2014 - Present
Independent Consultant October 2013 - Present
AIG March 2012 - September 2013
Morgan Stanley April 2010 - March 2012
Morgan Stanley Smith Barney May 2007 - April 2010
Morgan Stanley June 2005 - April 2007
Advantage Human Resourcing 2004 - 2005
Skills
Program Management, Process Improvement, Analysis, Project Management, Management, Recruiting, Relationship Management, Portfolio Management, Financial Services, Vendor Management, Data Analysis, Governance, Strategy, Business Development, Product Management, Leadership, Management Consulting, Project Portfolio..., Integration, Business Analysis, Business Process..., IT Strategy, Outsourcing, SDLC, CRM, Sourcing
Education
Bentley University
BS
Boston Latin School
RMIT University
Semsester Abroad
Barclays October 2014 - Present
Independent Consultant October 2013 - Present
AIG March 2012 - September 2013
Morgan Stanley April 2010 - March 2012
Morgan Stanley Smith Barney May 2007 - April 2010
Morgan Stanley June 2005 - April 2007
Advantage Human Resourcing 2004 - 2005
Skills
Program Management, Process Improvement, Analysis, Project Management, Management, Recruiting, Relationship Management, Portfolio Management, Financial Services, Vendor Management, Data Analysis, Governance, Strategy, Business Development, Product Management, Leadership, Management Consulting, Project Portfolio..., Integration, Business Analysis, Business Process..., IT Strategy, Outsourcing, SDLC, CRM, Sourcing
Education
Bentley University
BS
Boston Latin School
RMIT University
Semsester Abroad
Ricardo Hylton Ricardo Hylton's Morgan Stanley Smith Barney Experience August 2009 - November 2011
Job Claims Analyst
Industry Accounting
Experience
Centers Plan for Healthy Living February 2015 - Present
Bronx Lebanon Hospital May 2012 - February 2015
Morgan Stanley Smith Barney August 2009 - November 2011
Skills
Accounting, Financial Analysis, Account Reconciliation, Finance, Microsoft Excel, Microsoft Word, Financial Reporting, Analysis, Accounts Payable, Data Entry, General Ledger, Accounts Receivable, PowerPoint, Microsoft Office, Access, Outlook
Education
CUNY York College 2012 — 2015
Bachelor of Arts (B.A.), Accounting
Borough of Manhattan Community College 2007 — 2009
AAS, Accounting
Centers Plan for Healthy Living February 2015 - Present
Bronx Lebanon Hospital May 2012 - February 2015
Morgan Stanley Smith Barney August 2009 - November 2011
Skills
Accounting, Financial Analysis, Account Reconciliation, Finance, Microsoft Excel, Microsoft Word, Financial Reporting, Analysis, Accounts Payable, Data Entry, General Ledger, Accounts Receivable, PowerPoint, Microsoft Office, Access, Outlook
Education
CUNY York College 2012 — 2015
Bachelor of Arts (B.A.), Accounting
Borough of Manhattan Community College 2007 — 2009
AAS, Accounting
Alissa Palatiello Alissa Palatiello's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job Associate ABL Underwriter at Wells Fargo Capital Finance
Industry Financial Services
Experience
Wells Fargo Capital Finance May 2015 - Present
Project Bead February 2009 - Present
Wells Fargo January 2015 - May 2015
Wells Fargo Capital Finance June 2012 - December 2014
Bank of America June 2011 - August 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, Finance, Financial Modeling
Education
Bentley University 2008 — 2012
Bachelor of Science, Economics/Finance and Liberal Studies; Global Perspectives
Università Cattolica del Sacro Cuore 2011 — 2011
Wells Fargo Capital Finance May 2015 - Present
Project Bead February 2009 - Present
Wells Fargo January 2015 - May 2015
Wells Fargo Capital Finance June 2012 - December 2014
Bank of America June 2011 - August 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, Finance, Financial Modeling
Education
Bentley University 2008 — 2012
Bachelor of Science, Economics/Finance and Liberal Studies; Global Perspectives
Università Cattolica del Sacro Cuore 2011 — 2011
Alex Macielak Alex Macielak's Morgan Stanley Smith Barney Experience May 2010 - September 2010
Job Business Development Manager at DRB Student Loan
Industry Financial Services
Experience
DRB Student Loan March 2015 - Present
GL Advisor September 2014 - February 2015
GL Advisor January 2014 - September 2014
GL Advisor December 2011 - January 2014
Ganje Law Office August 2011 - November 2011
Morgan Stanley Smith Barney May 2010 - September 2010
Skills
Sales, Salesforce.com, Financial Analysis, Financial Advisory, Investments, Finance, Portfolio Management, Equities, Bloomberg, Asset Allocation, Data Analysis, Mergers, Microsoft Excel, Market Research, Microsoft Office, Valuation, Customer Service, Team Leadership, Economics, Strategic Financial..., Strategic Planning, Marketing, Project Management, Outlook, Business Analysis, Financial Modeling
Education
Bentley University 2007 — 2011
Bachelor of Science (BS), Economics & Finance
The University of Manchester 2010 — 2010
DRB Student Loan March 2015 - Present
GL Advisor September 2014 - February 2015
GL Advisor January 2014 - September 2014
GL Advisor December 2011 - January 2014
Ganje Law Office August 2011 - November 2011
Morgan Stanley Smith Barney May 2010 - September 2010
Skills
Sales, Salesforce.com, Financial Analysis, Financial Advisory, Investments, Finance, Portfolio Management, Equities, Bloomberg, Asset Allocation, Data Analysis, Mergers, Microsoft Excel, Market Research, Microsoft Office, Valuation, Customer Service, Team Leadership, Economics, Strategic Financial..., Strategic Planning, Marketing, Project Management, Outlook, Business Analysis, Financial Modeling
Education
Bentley University 2007 — 2011
Bachelor of Science (BS), Economics & Finance
The University of Manchester 2010 — 2010
Breanna Bakke's Morgan Stanley Smith Barney Experience June 2010 - November 2010
Job Assistant Director at 2020 Women on Boards
Industry Research
Experience
2020 Women on Boards June 2012 - Present
YPO - Young Presidents' Organization May 2014 - Present
Bentley University January 2012 - September 2012
Massachusetts Women's Political Caucus January 2012 - May 2012
Morgan Stanley Smith Barney June 2010 - November 2010
Education
Bentley University
Bachelor of Science, Economics and Global Perspectives
Lorenzo de' Medici Italian International Institute
2020 Women on Boards June 2012 - Present
YPO - Young Presidents' Organization May 2014 - Present
Bentley University January 2012 - September 2012
Massachusetts Women's Political Caucus January 2012 - May 2012
Morgan Stanley Smith Barney June 2010 - November 2010
Education
Bentley University
Bachelor of Science, Economics and Global Perspectives
Lorenzo de' Medici Italian International Institute
James Reddick's Morgan Stanley Smith Barney Experience August 2010 - October 2011
Job Director of Sales & Business Development at Russian River Vineyards
Industry Consumer Goods
Experience
Russian River Vineyards June 2013 - Present
Self Employed July 2012 - Present
Morgan Stanley Smith Barney August 2010 - October 2011
JPMorgan Chase July 2009 - August 2010
Skills
Investment Strategies, Options, Emerging Markets, Product Development, Equities, Sales Process, Investment Banking, Capital Markets, Valuation, Asset Managment, Financial Markets, Alternative Investments, Business Development, Leadership, Asset Management, Bonds, Management, Customer Service, Marketing
Education
Bob Jones University
Indiana University
Russian River Vineyards June 2013 - Present
Self Employed July 2012 - Present
Morgan Stanley Smith Barney August 2010 - October 2011
JPMorgan Chase July 2009 - August 2010
Skills
Investment Strategies, Options, Emerging Markets, Product Development, Equities, Sales Process, Investment Banking, Capital Markets, Valuation, Asset Managment, Financial Markets, Alternative Investments, Business Development, Leadership, Asset Management, Bonds, Management, Customer Service, Marketing
Education
Bob Jones University
Indiana University
Raul Calderon's Morgan Stanley Smith Barney Experience August 2008 - August 2009
Job REALTOR at Concierge Realty Group, LLC.
Industry Apparel & Fashion
Experience
Realty Concierge Group March 2015 - Present
Green Ivory International May 2011 - Present
Tagua Service & Supply August 2009 - April 2011
Morgan Stanley Smith Barney August 2008 - August 2009
Skills
Marketing, Management, Customer Service, Social Networking, Entrepreneurship, Online Marketing, Brand Development, Photoshop, Brand Management, Client Development, Social Media Marketing, Digital Marketing, WordPress, Google Adwords, Facebook Marketing, E-commerce, Manufacturing..., Leadership, Illustrator, Graphic Design, Creative Direction, Product Development, Photography, Web Design, Marketing Strategy, Online Advertising, Marketing Communications, Video Editing, HTML, Manufacturing, Computer Hardware, Public Relations, Strategic Financial..., Investment Banking, Facebook, Blogging, Microsoft Office, Corel Draw X5, X6, Twitter, Trade Show Exhibitor
Education
Bentley College 2004 — 2008
Management, Business
Ransom Everglades High School 2000 — 2004
Realty Concierge Group March 2015 - Present
Green Ivory International May 2011 - Present
Tagua Service & Supply August 2009 - April 2011
Morgan Stanley Smith Barney August 2008 - August 2009
Skills
Marketing, Management, Customer Service, Social Networking, Entrepreneurship, Online Marketing, Brand Development, Photoshop, Brand Management, Client Development, Social Media Marketing, Digital Marketing, WordPress, Google Adwords, Facebook Marketing, E-commerce, Manufacturing..., Leadership, Illustrator, Graphic Design, Creative Direction, Product Development, Photography, Web Design, Marketing Strategy, Online Advertising, Marketing Communications, Video Editing, HTML, Manufacturing, Computer Hardware, Public Relations, Strategic Financial..., Investment Banking, Facebook, Blogging, Microsoft Office, Corel Draw X5, X6, Twitter, Trade Show Exhibitor
Education
Bentley College 2004 — 2008
Management, Business
Ransom Everglades High School 2000 — 2004
Justin Maniscalco Justin Maniscalco's Morgan Stanley Smith Barney Experience June 2012 - August 2012
Job Financial Representative at Fidelity Investments | CFA Level II Candidate
Industry Financial Services
Experience
Sports Illustrated September 2013 - March 2014
UBS Wealth Management November 2012 - May 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Alfred Dunner Inc. May 2010 - August 2010
Fiorellas January 2010 - May 2010
Skills
Financial Analysis, Bloomberg Terminal, Microsoft Office, Data Analysis, Investments, Morningstar, PowerPoint, Public Speaking, Mandarin, SAP, Team Leadership, Derivatives, Options Strategies, Financial Risk, SPSS, PSN, Factset, SQL, C++
Education
Bentley University 2009 — 2013
Candidate for Bachelor of Science, Finance, Mandarin Chinese Minor
Shanghai University of Finance and Economics 2011 — 2011
Mandarin, Finance
Fudan University 2011 — 2011
Finance, Business Consulting
Sports Illustrated September 2013 - March 2014
UBS Wealth Management November 2012 - May 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Alfred Dunner Inc. May 2010 - August 2010
Fiorellas January 2010 - May 2010
Skills
Financial Analysis, Bloomberg Terminal, Microsoft Office, Data Analysis, Investments, Morningstar, PowerPoint, Public Speaking, Mandarin, SAP, Team Leadership, Derivatives, Options Strategies, Financial Risk, SPSS, PSN, Factset, SQL, C++
Education
Bentley University 2009 — 2013
Candidate for Bachelor of Science, Finance, Mandarin Chinese Minor
Shanghai University of Finance and Economics 2011 — 2011
Mandarin, Finance
Fudan University 2011 — 2011
Finance, Business Consulting
Joe McHugh's Morgan Stanley Smith Barney Experience 2003 - March 2010
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 2010 - Present
Morgan Stanley Smith Barney 2003 - March 2010
Lehman Brothers Holdings Inc. 1994 - 1999
Skills
Mutual Funds, Securities, Equities, Risk Management, Finance, Investments, Series 7, Portfolio Management, Wealth Management, Financial Services, Asset Management, Retirement Planning, Alternative Investments, Series 63
Education
Bentley University 1983 — 1987
B of Science, Finance
Brewster Academy 1981 — 1982
College Prep, College Prep
Wells Fargo Advisors, LLC March 2010 - Present
Morgan Stanley Smith Barney 2003 - March 2010
Lehman Brothers Holdings Inc. 1994 - 1999
Skills
Mutual Funds, Securities, Equities, Risk Management, Finance, Investments, Series 7, Portfolio Management, Wealth Management, Financial Services, Asset Management, Retirement Planning, Alternative Investments, Series 63
Education
Bentley University 1983 — 1987
B of Science, Finance
Brewster Academy 1981 — 1982
College Prep, College Prep
Amos Vered's Morgan Stanley Smith Barney Experience November 2007 - Present
Job Incident Manager at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney November 2007 - Present
Morgan Stanley November 2007 - Present
Procurestaff Ltd 2002 - 2007
Morgan stanley Inc. 1998 - 2001
Barclays Group 1996 - 1998
Cantor Fitzgerald 1994 - 1995
Technology By Appointment / Nextra Group 1987 - 1993
Wang Financial Inc. 1984 - 1987
Dun & Bradstreet 1982 - 1984
Education
Borough of Manhattan Community College 1981 — 1987
A.A.S., Computer and Information Sciences and Support Services
Morgan Stanley Smith Barney November 2007 - Present
Morgan Stanley November 2007 - Present
Procurestaff Ltd 2002 - 2007
Morgan stanley Inc. 1998 - 2001
Barclays Group 1996 - 1998
Cantor Fitzgerald 1994 - 1995
Technology By Appointment / Nextra Group 1987 - 1993
Wang Financial Inc. 1984 - 1987
Dun & Bradstreet 1982 - 1984
Education
Borough of Manhattan Community College 1981 — 1987
A.A.S., Computer and Information Sciences and Support Services
Kyle Clark's Morgan Stanley Smith Barney Experience April 2006 - April 2007
Job Business Development at BlueConic
Industry Information Technology and Services
Experience
BlueConic June 2015 - Present
Prime Student Loan September 2012 - June 2015
Sentient Jet July 2011 - September 2012
Sentient Jet August 2010 - August 2011
Sturgeon Capital Management June 2007 - October 2010
Morgan Stanley Smith Barney April 2006 - April 2007
Skills
Sales Operations, Customer Relations, Selling, Excel, Negotiation, Market Research, Analysis, Outlook, PowerPoint, Customer Service, Microsoft Excel, Strategy, Start-ups, CRM, Entrepreneurship, Business Development, Lead Generation, Marketing Strategy, Sales Management, B2B, Venture Capital, Management, Investments, Private Equity, Salesforce.com, Strategic Partnerships, Sales
Education
Bentley University 2004 — 2008
B.S., Economics, Law
York High School
BlueConic June 2015 - Present
Prime Student Loan September 2012 - June 2015
Sentient Jet July 2011 - September 2012
Sentient Jet August 2010 - August 2011
Sturgeon Capital Management June 2007 - October 2010
Morgan Stanley Smith Barney April 2006 - April 2007
Skills
Sales Operations, Customer Relations, Selling, Excel, Negotiation, Market Research, Analysis, Outlook, PowerPoint, Customer Service, Microsoft Excel, Strategy, Start-ups, CRM, Entrepreneurship, Business Development, Lead Generation, Marketing Strategy, Sales Management, B2B, Venture Capital, Management, Investments, Private Equity, Salesforce.com, Strategic Partnerships, Sales
Education
Bentley University 2004 — 2008
B.S., Economics, Law
York High School
Ken Abrahams's Morgan Stanley Smith Barney Experience October 2008 - January 2012
Job Director of Real Estate at CareCentrix
Industry Real Estate
Experience
CareCentrix December 2012 - Present
Morgan Stanley Smith Barney October 2008 - January 2012
Cushman & Wakefield 2001 - October 2008
Prudential Financial 2001 - 2008
GVA Williams 1996 - 2001
The Bank of New York 1992 - 1996
Prodigy 1987 - 1992
Skills
Corporate Real Estate, Real Estate, Portfolio Management, Asset Managment, Leases, Disposition, Due Diligence, Real Estate Transactions, Property Management, Facilities Management, Investment Properties, Contract Negotiation, Shopping Centers, Property, Brokerage, Negotiation, Location Intelligence, Strategy, Real Estate Development, Real Estate Economics, Tenant, Lease Administration, Lease Negotiations, Commercial Real Estate, Acquisitions, Management, Leadership, Asset Management
Education
Rutgers, The State University of New Jersey-Newark 1982 — 1984
MBA, Finance
State University of New York at Binghamton 1978 — 1982
BA, Psychology
CareCentrix December 2012 - Present
Morgan Stanley Smith Barney October 2008 - January 2012
Cushman & Wakefield 2001 - October 2008
Prudential Financial 2001 - 2008
GVA Williams 1996 - 2001
The Bank of New York 1992 - 1996
Prodigy 1987 - 1992
Skills
Corporate Real Estate, Real Estate, Portfolio Management, Asset Managment, Leases, Disposition, Due Diligence, Real Estate Transactions, Property Management, Facilities Management, Investment Properties, Contract Negotiation, Shopping Centers, Property, Brokerage, Negotiation, Location Intelligence, Strategy, Real Estate Development, Real Estate Economics, Tenant, Lease Administration, Lease Negotiations, Commercial Real Estate, Acquisitions, Management, Leadership, Asset Management
Education
Rutgers, The State University of New Jersey-Newark 1982 — 1984
MBA, Finance
State University of New York at Binghamton 1978 — 1982
BA, Psychology
Carolyn Schrade Carolyn Schrade's Morgan Stanley Smith Barney Experience January 2012 - May 2012
Job Sr. Assistant Director of Finance at Marriott International
Industry Accounting
Experience
Marriott International Boston Marriott Long Wharf April 2015 - Present
Marriott International September 2013 - Present
ConvergEx Group May 2012 - August 2012
Morgan Stanley Smith Barney January 2012 - May 2012
Skills
Financial Analysis
Education
Bentley University 2009 — 2013
RMIT University
Study Abroad
Marriott International Boston Marriott Long Wharf April 2015 - Present
Marriott International September 2013 - Present
ConvergEx Group May 2012 - August 2012
Morgan Stanley Smith Barney January 2012 - May 2012
Skills
Financial Analysis
Education
Bentley University 2009 — 2013
RMIT University
Study Abroad
Todd Harrington Todd Harrington's Morgan Stanley Smith Barney Experience 2003 - 2006
Job Business Development Manager at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. September 2014 - Present
CIT Trade Finance April 2013 - May 2014
CIT Bank - Small Business Lending 2007 - March 2013
Morgan Stanley Smith Barney 2003 - 2006
Morgan Stanley Smith Barney 2001 - 2003
Capital.com 2000 - 2000
Chase Manhattan Corporation 1997 - 2000
Chemical Bank/Chase Manhattan Bank 1992 - 1997
Skills
Small Business Lending, Middle Market Lending, Sales Management, SBA Loans, Process Improvement, Leveraged Buyouts, Loans, Portfolio Management, Banking, SBA 504, Mergers & Acquisitions, LBO, Credit Analysis, Investments, Asset Based Lending, Risk Management, Credit Risk, Finance, Financial Analysis, Commercial Lending, Commercial Banking, Factoring, Middle Market, Cash Management
Education
Binghamton University - School of Management
JPMorgan Chase & Co. September 2014 - Present
CIT Trade Finance April 2013 - May 2014
CIT Bank - Small Business Lending 2007 - March 2013
Morgan Stanley Smith Barney 2003 - 2006
Morgan Stanley Smith Barney 2001 - 2003
Capital.com 2000 - 2000
Chase Manhattan Corporation 1997 - 2000
Chemical Bank/Chase Manhattan Bank 1992 - 1997
Skills
Small Business Lending, Middle Market Lending, Sales Management, SBA Loans, Process Improvement, Leveraged Buyouts, Loans, Portfolio Management, Banking, SBA 504, Mergers & Acquisitions, LBO, Credit Analysis, Investments, Asset Based Lending, Risk Management, Credit Risk, Finance, Financial Analysis, Commercial Lending, Commercial Banking, Factoring, Middle Market, Cash Management
Education
Binghamton University - School of Management
Dwayne Gilbert Dwayne Gilbert's Morgan Stanley Smith Barney Experience March 2010 - August 2011
Job Operations Analyst at CSX Transportation Intermodal
Industry Financial Services
Experience
CSX Transportation Intermodal July 2014 - Present
Merrill Edge August 2011 - August 2012
Morgan Stanley Smith Barney March 2010 - August 2011
Merrill Lynch January 2007 - March 2010
Alfmeier Corporation August 2000 - January 2007
Skills
Financial Analysis, Portfolio Management, Seibel, Portfolio Optimization, Process Optimization, Investment Portfolio, Portfolio Assessment, Machine Tools, Injection Molding, Process Improvement, Series 7, Series 66, Life Insurance, Variable Annuities, Model Portfolios, Portfolio Performance..., Investment Banking, Investment Advisory, Investment Strategies, Investment Management, Return on Investment, Banking, Financial Statement..., Microsoft Office, Microsoft Excel, Microsoft Word, Market Analysis, Production Managment, Retirement Planning, Series 63, Mortgage Banking, Residential Mortgages, Mortgage Lending, Mortgage Marketing, Asset Allocation, Series 65, Uniform Combined State..., Mutual Funds, Wealth Management, Fixed Annuities, Series 6, Separately Managed..., Management, Leadership
Education
Clemson University - College of Business and Behavioral Science 2001 — 2003
Bachelor of Science (BS), Business Administration, Management and Operations
Greenville Technical College 2000 — 2001
College Transfer
Blue Ridge Community College 1995 — 1996
Associate of Science (A.S.), Machine Tool Technology/Machinist
MS training in NJ
CSX Transportation Intermodal July 2014 - Present
Merrill Edge August 2011 - August 2012
Morgan Stanley Smith Barney March 2010 - August 2011
Merrill Lynch January 2007 - March 2010
Alfmeier Corporation August 2000 - January 2007
Skills
Financial Analysis, Portfolio Management, Seibel, Portfolio Optimization, Process Optimization, Investment Portfolio, Portfolio Assessment, Machine Tools, Injection Molding, Process Improvement, Series 7, Series 66, Life Insurance, Variable Annuities, Model Portfolios, Portfolio Performance..., Investment Banking, Investment Advisory, Investment Strategies, Investment Management, Return on Investment, Banking, Financial Statement..., Microsoft Office, Microsoft Excel, Microsoft Word, Market Analysis, Production Managment, Retirement Planning, Series 63, Mortgage Banking, Residential Mortgages, Mortgage Lending, Mortgage Marketing, Asset Allocation, Series 65, Uniform Combined State..., Mutual Funds, Wealth Management, Fixed Annuities, Series 6, Separately Managed..., Management, Leadership
Education
Clemson University - College of Business and Behavioral Science 2001 — 2003
Bachelor of Science (BS), Business Administration, Management and Operations
Greenville Technical College 2000 — 2001
College Transfer
Blue Ridge Community College 1995 — 1996
Associate of Science (A.S.), Machine Tool Technology/Machinist
MS training in NJ
Eric Kronlund's Morgan Stanley Smith Barney Experience May 2009 - August 2009
Job Team Leader at Ryan
Industry Internet
Experience
Ryan May 2015 - Present
Ryan September 2012 - April 2015
Ryan June 2010 - August 2012
Morgan Stanley Smith Barney May 2009 - August 2009
Affiliate Media Network August 2008 - August 2009
Skills
Accounting, Auditing, Financial Modeling, Bloomberg, Tax, Access, Financial Analysis, Sarbanes-Oxley Act, Financial Reporting
Education
Bentley University 2006 — 2010
Bachelor of Science, Economics-Finance and Liberal Studies
Royal Melbourne Institute of Technology 2008 — 2008
London School of Economics 2007 — 2007
Ryan May 2015 - Present
Ryan September 2012 - April 2015
Ryan June 2010 - August 2012
Morgan Stanley Smith Barney May 2009 - August 2009
Affiliate Media Network August 2008 - August 2009
Skills
Accounting, Auditing, Financial Modeling, Bloomberg, Tax, Access, Financial Analysis, Sarbanes-Oxley Act, Financial Reporting
Education
Bentley University 2006 — 2010
Bachelor of Science, Economics-Finance and Liberal Studies
Royal Melbourne Institute of Technology 2008 — 2008
London School of Economics 2007 — 2007
Joseph Guccione's Morgan Stanley Smith Barney Experience May 2011 - October 2014
Job Associate Director at UBS
Industry Financial Services
Experience
UBS October 2014 - Present
Morgan Stanley Smith Barney May 2011 - October 2014
Oppenheimer & Co. May 2009 - May 2011
Deutsche Bank Securities December 2007 - April 2009
Baycrest Partners July 2005 - December 2007
Skills
Series 7, Series 63, Series 65, Series 3, Series 9, Series 10, NY State Life and..., Securities
Education
Binghamton University 2001 — 2005
Bachelor of Arts (B.A.), Economics
New Rochelle High School
UBS October 2014 - Present
Morgan Stanley Smith Barney May 2011 - October 2014
Oppenheimer & Co. May 2009 - May 2011
Deutsche Bank Securities December 2007 - April 2009
Baycrest Partners July 2005 - December 2007
Skills
Series 7, Series 63, Series 65, Series 3, Series 9, Series 10, NY State Life and..., Securities
Education
Binghamton University 2001 — 2005
Bachelor of Arts (B.A.), Economics
New Rochelle High School
John Bordages John Bordages's Morgan Stanley Smith Barney Experience July 2005 - Present
Job Second Vice President Wealth Management
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2005 - Present
Education
Binghamton University - School of Management 1998 — 2000
MBA, Finance
Clemson University 1990 — 1994
BS, Management
Morgan Stanley Smith Barney July 2005 - Present
Education
Binghamton University - School of Management 1998 — 2000
MBA, Finance
Clemson University 1990 — 1994
BS, Management
James Panos, MBA, MSF James Panos, MBA, MSF's Morgan Stanley Smith Barney Experience January 2000 - May 2004
Job Financial Planner, Financial Consultant, Financial Advisor, Wealth Manager, Portfolio Manager
Industry Financial Services
Experience
Panos FInancial Partners, LLC August 2011 - Present
Boston Investment Partners, LLC June 2009 - August 2011
Moors & Cabot, Inc. May 2004 - June 2009
Morgan Stanley Smith Barney January 2000 - May 2004
NECX, CONVERGE 1996 - 1998
Skills
Series 7, Series 63, Mutual Funds, Strategic Financial..., Retirement Planning, Bloomberg, Equities, Investments, Portfolio Management, Wealth Management, Alternative Investments, Asset Allocation
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, Finance
Boston College - Wallace E. Carroll Graduate School of Management
MSF, Master's in Finance
Saint John's Prep--Danvers, MA
NHSC
University of Massachusetts at Amherst - Isenberg School of Management
BBA, Business Management
Panos FInancial Partners, LLC August 2011 - Present
Boston Investment Partners, LLC June 2009 - August 2011
Moors & Cabot, Inc. May 2004 - June 2009
Morgan Stanley Smith Barney January 2000 - May 2004
NECX, CONVERGE 1996 - 1998
Skills
Series 7, Series 63, Mutual Funds, Strategic Financial..., Retirement Planning, Bloomberg, Equities, Investments, Portfolio Management, Wealth Management, Alternative Investments, Asset Allocation
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, Finance
Boston College - Wallace E. Carroll Graduate School of Management
MSF, Master's in Finance
Saint John's Prep--Danvers, MA
NHSC
University of Massachusetts at Amherst - Isenberg School of Management
BBA, Business Management
Dan Bourdeau's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Business Operations Analyst at Dish Network
Industry Telecommunications
Experience
Dish Network October 2014 - Present
Forseasons Sales Group February 2012 - September 2014
Southworth Company August 2012 - January 2013
Boston Startup School June 2012 - August 2012
Abpro January 2012 - July 2012
Southworth Company June 2011 - September 2011
Morgan Stanley Smith Barney June 2011 - August 2011
Building Arts September 2010 - December 2010
Bentley University June 2010 - August 2010
Community Services Institute May 2009 - August 2009
Education
Bentley University 2008 — 2012
Bachelor of Science, Managerial Economics, Focus in Entrepreneurship. Minor in Finance
Dish Network October 2014 - Present
Forseasons Sales Group February 2012 - September 2014
Southworth Company August 2012 - January 2013
Boston Startup School June 2012 - August 2012
Abpro January 2012 - July 2012
Southworth Company June 2011 - September 2011
Morgan Stanley Smith Barney June 2011 - August 2011
Building Arts September 2010 - December 2010
Bentley University June 2010 - August 2010
Community Services Institute May 2009 - August 2009
Education
Bentley University 2008 — 2012
Bachelor of Science, Managerial Economics, Focus in Entrepreneurship. Minor in Finance
Igor Groysman's Morgan Stanley Smith Barney Experience June 2009 - June 2010
Job Business Development Associate at athenahealth
Industry Information Technology and Services
Experience
athenahealth October 2014 - Present
Longfellow Investment Management Co. July 2011 - February 2014
JPMorgan Chase May 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - June 2010
PNC Financial Services Group May 2008 - September 2008
Skills
Bloomberg, Factset, Financial Management, MS Office Suite, Cross-functional Team..., Finance, Microsoft Office, Managerial Finance, Accounting, Management, Financial Analysis, Valuation, Microsoft Excel, Financial Modeling, Financial Planning
Education
Bentley University 2007 — 2011
Bachelors of Science, Economics-Finance, Law Minor
athenahealth October 2014 - Present
Longfellow Investment Management Co. July 2011 - February 2014
JPMorgan Chase May 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - June 2010
PNC Financial Services Group May 2008 - September 2008
Skills
Bloomberg, Factset, Financial Management, MS Office Suite, Cross-functional Team..., Finance, Microsoft Office, Managerial Finance, Accounting, Management, Financial Analysis, Valuation, Microsoft Excel, Financial Modeling, Financial Planning
Education
Bentley University 2007 — 2011
Bachelors of Science, Economics-Finance, Law Minor
Lavona Rann's Morgan Stanley Smith Barney Experience March 2003 - Present
Job Financial Analyst (part time) at Smith Barney
Industry Financial Services
Experience
none :) February 2008 - Present
Morgan Stanley Smith Barney March 2003 - Present
Interchange 1990 - 1998
ANSI X12 1978 - 1993
CNA Financial July 1978 - February 1991
Covenent Mutual Insurance May 1976 - July 1978
Metropolitan Property & Liab. Insurance Co. August 1974 - May 1976
State Farm Fire and Casualty Company July 1967 - August 1974
Education
University of Connecticut 1976 — 1978
MBA
Illinois State University 1970 — 1974
BS
Bethany College 1960 — 1962
none :) February 2008 - Present
Morgan Stanley Smith Barney March 2003 - Present
Interchange 1990 - 1998
ANSI X12 1978 - 1993
CNA Financial July 1978 - February 1991
Covenent Mutual Insurance May 1976 - July 1978
Metropolitan Property & Liab. Insurance Co. August 1974 - May 1976
State Farm Fire and Casualty Company July 1967 - August 1974
Education
University of Connecticut 1976 — 1978
MBA
Illinois State University 1970 — 1974
BS
Bethany College 1960 — 1962
Sajida Kaliyadan's Morgan Stanley Smith Barney Experience 2009 - January 2010
Job Group Product Manager at WalmartLabs
Industry Information Technology and Services
Experience
Walmart Labs October 2014 - Present
WalmartLabs September 2013 - Present
Walmart Labs September 2011 - September 2013
Walmart eCommerce May 2010 - September 2011
Morgan Stanley Smith Barney 2009 - January 2010
Citigroup September 2005 - June 2009
FlexTrade Systems Inc 2001 - 2005
Citicorp Overseas Software Ltd 1996 - 1999
Skills
Product Management, Cross-functional Team..., Analytics, E-commerce, Business Analysis, Leadership, Project Management, Vendor Management, SDLC, Management, Software Project..., Strategy, Product Development, Competitive Analysis, Business Intelligence, IT Strategy, Financial Modeling, Team Building, Business Strategy, Feature Prioritization, Agile Methodologies, Mobile Applications, User Experience, User Experience Design, Software Development, Start-ups, Program Management, Consulting, Requirements Analysis
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA
University of California, Berkeley, Haas School of Business 2009 — 2009
Birla Institute of Technology and Science, Pilani
MMS, Management
Walmart Labs October 2014 - Present
WalmartLabs September 2013 - Present
Walmart Labs September 2011 - September 2013
Walmart eCommerce May 2010 - September 2011
Morgan Stanley Smith Barney 2009 - January 2010
Citigroup September 2005 - June 2009
FlexTrade Systems Inc 2001 - 2005
Citicorp Overseas Software Ltd 1996 - 1999
Skills
Product Management, Cross-functional Team..., Analytics, E-commerce, Business Analysis, Leadership, Project Management, Vendor Management, SDLC, Management, Software Project..., Strategy, Product Development, Competitive Analysis, Business Intelligence, IT Strategy, Financial Modeling, Team Building, Business Strategy, Feature Prioritization, Agile Methodologies, Mobile Applications, User Experience, User Experience Design, Software Development, Start-ups, Program Management, Consulting, Requirements Analysis
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA
University of California, Berkeley, Haas School of Business 2009 — 2009
Birla Institute of Technology and Science, Pilani
MMS, Management
Jacqueline Liu's Morgan Stanley Smith Barney Experience 2004 - 2004
Job Sr. Director, FP&A at FORMA Therapeutics, Inc.
Industry Biotechnology
Experience
FORMA Therapeutics, Inc. January 2015 - Present
Epizyme November 2013 - January 2015
Novartis Vaccines & Diagnostics April 2012 - November 2013
Novartis Institutes for BioMedical Research November 2007 - April 2012
Adidas group, Reebok Brand July 2005 - November 2007
Morgan Stanley Smith Barney 2004 - 2004
Changjing & Jinggong Steal Structure Co, Ltd. 2002 - 2003
Orient International Enterprises Co. Ltd. 1997 - 2001
Skills
Financial Planning, Strategic Financial..., Valuation, Financial Modeling, Forecasting, Financial Analysis, Financial Reporting, Consolidation, Productivity Improvement, Project Management, Business Process..., Cross-functional Team..., Team Building, Team Management, Internal Audit, Business Planning, Biotechnology, Leadership
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2008
MSA, Accountancy
Boston University Questrom School of Business 2003 — 2005
MBA, Finance
Shanghai Institute of Foreign Trade 1993 — 1997
BA, Business/Managerial Economics
FORMA Therapeutics, Inc. January 2015 - Present
Epizyme November 2013 - January 2015
Novartis Vaccines & Diagnostics April 2012 - November 2013
Novartis Institutes for BioMedical Research November 2007 - April 2012
Adidas group, Reebok Brand July 2005 - November 2007
Morgan Stanley Smith Barney 2004 - 2004
Changjing & Jinggong Steal Structure Co, Ltd. 2002 - 2003
Orient International Enterprises Co. Ltd. 1997 - 2001
Skills
Financial Planning, Strategic Financial..., Valuation, Financial Modeling, Forecasting, Financial Analysis, Financial Reporting, Consolidation, Productivity Improvement, Project Management, Business Process..., Cross-functional Team..., Team Building, Team Management, Internal Audit, Business Planning, Biotechnology, Leadership
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2008
MSA, Accountancy
Boston University Questrom School of Business 2003 — 2005
MBA, Finance
Shanghai Institute of Foreign Trade 1993 — 1997
BA, Business/Managerial Economics
Dan Ackerman, PMP's Morgan Stanley Smith Barney Experience February 2010 - Present
Job
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 2010 - Present
American Express August 2006 - January 2009
American Express August 2000 - June 2006
American Express September 1996 - August 2000
Citibank 1989 - 1996
Education
New York University - Leonard N. Stern School of Business 1990 — 1995
MBA
Binghamton University 1985 — 1989
BS
Morgan Stanley Smith Barney February 2010 - Present
American Express August 2006 - January 2009
American Express August 2000 - June 2006
American Express September 1996 - August 2000
Citibank 1989 - 1996
Education
New York University - Leonard N. Stern School of Business 1990 — 1995
MBA
Binghamton University 1985 — 1989
BS
Mitchell Adler's Morgan Stanley Smith Barney Experience January 2010 - Present
Job
Industry Human Resources
Experience
Morgan Stanley Smith Barney January 2010 - Present
Morgan Stanley 2008 - February 2010
Bank of America April 2007 - March 2008
Bank of America January 2006 - April 2007
Skills
Executive Pay, Deferred Compensation, Succession Planning, Onboarding, HRIS, Talent Management, Employee Benefits, Performance Management, Employee Engagement, Employee Relations, HR Policies, Incentive Programs, Compensation & Benefit, Human Resources, HR Consulting
Education
Hofstra University 2000 — 2002
MA, Industrial/Organizational Psychology
Binghamton University 1996 — 2000
BA, Psychology and Economics
Morgan Stanley Smith Barney January 2010 - Present
Morgan Stanley 2008 - February 2010
Bank of America April 2007 - March 2008
Bank of America January 2006 - April 2007
Skills
Executive Pay, Deferred Compensation, Succession Planning, Onboarding, HRIS, Talent Management, Employee Benefits, Performance Management, Employee Engagement, Employee Relations, HR Policies, Incentive Programs, Compensation & Benefit, Human Resources, HR Consulting
Education
Hofstra University 2000 — 2002
MA, Industrial/Organizational Psychology
Binghamton University 1996 — 2000
BA, Psychology and Economics
Vicktoria V. Scotto-Lavino's Morgan Stanley Smith Barney Experience January 2008 - September 2009
Job Director at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2014 - Present
Citigroup May 2010 - September 2013
Morgan Stanley Smith Barney January 2008 - September 2009
Smith Barney January 2005 - December 2007
Smith Barney January 2002 - December 2005
Smith Barney January 1999 - December 2002
Skills
Business Analysis, Business Process..., Investments, Portfolio Management, SDLC, Financial Services, Integration, Banking, Leadership, Business Intelligence, Wealth Management, Mergers & Acquisitions, Credit, Project Management, Financial Analysis, Budgets, Databases, Relationship Management, Equities, IT Strategy, Cash Management, Trading, Securities, Strategic Planning, Risk Management, Fixed Income, Strategy
Education
State University of New York at Binghamton
Bachelor of Arts (B.A.), Mathematics
Steiner
TIAA-CREF January 2014 - Present
Citigroup May 2010 - September 2013
Morgan Stanley Smith Barney January 2008 - September 2009
Smith Barney January 2005 - December 2007
Smith Barney January 2002 - December 2005
Smith Barney January 1999 - December 2002
Skills
Business Analysis, Business Process..., Investments, Portfolio Management, SDLC, Financial Services, Integration, Banking, Leadership, Business Intelligence, Wealth Management, Mergers & Acquisitions, Credit, Project Management, Financial Analysis, Budgets, Databases, Relationship Management, Equities, IT Strategy, Cash Management, Trading, Securities, Strategic Planning, Risk Management, Fixed Income, Strategy
Education
State University of New York at Binghamton
Bachelor of Arts (B.A.), Mathematics
Steiner
Roger Stevens's Morgan Stanley Smith Barney Experience November 2012 - September 2013
Job Institutional Funds Client Administration at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management September 2013 - Present
Morgan Stanley Smith Barney November 2012 - September 2013
Morgan Stanley Smith Barney June 2011 - August 2012
DTCC January 2000 - January 2011
National Financial October 1994 - December 1999
Skills
Mutual Funds, Securities, Series 7, CRM, Relationship Management, Morningstar, Product Management, Portfolio Management, Fixed Income, Investments, Banking, Wealth Management, Forecasting, Asset Management, Project Management, Trading, Asset Allocation, Business Intelligence, Financial Services, Risk Management, ETFs, Account Management, Equities
Education
Bloomfield College 1984 — 1988
BS, Marketing
Morgan Stanley Investment Management September 2013 - Present
Morgan Stanley Smith Barney November 2012 - September 2013
Morgan Stanley Smith Barney June 2011 - August 2012
DTCC January 2000 - January 2011
National Financial October 1994 - December 1999
Skills
Mutual Funds, Securities, Series 7, CRM, Relationship Management, Morningstar, Product Management, Portfolio Management, Fixed Income, Investments, Banking, Wealth Management, Forecasting, Asset Management, Project Management, Trading, Asset Allocation, Business Intelligence, Financial Services, Risk Management, ETFs, Account Management, Equities
Education
Bloomfield College 1984 — 1988
BS, Marketing
Subodh Malhotra's Morgan Stanley Smith Barney Experience June 2009 - June 2012
Job Financial Technology Executive | Director | Digital Strategy | Product Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2014 - July 2015
Morgan Stanley Wealth Management 2012 - 2014
Morgan Stanley Smith Barney June 2009 - June 2012
Citigroup January 2005 - May 2009
Citigroup 1998 - 2004
Smith Barney 1997 - 1998
CNA Insurance December 1992 - July 1996
Tata Consultancy Services 1986 - 1991
Skills
IT Executive Management, Wealth Management, Alternative Investments, Restricted Stock, Equities, Solution Architecture, SDLC, IT Strategy, Project Management, Vendor Management, IT Project & Program..., Integration, Risk Management, Employee Stock Options, Offshore Resource..., Equity Plans, E-commerce, Business Analysis, Financial Services, Management, Portfolio Management, Leadership, Program Management
Education
Birla Institute of Technology & Science, Pilani
Bachelor’s Degree, Electrical and Electronics Engineering
Birla Institute of Technology & Science, Pilani
Master’s Degree, Economics
Morgan Stanley Wealth Management 2014 - July 2015
Morgan Stanley Wealth Management 2012 - 2014
Morgan Stanley Smith Barney June 2009 - June 2012
Citigroup January 2005 - May 2009
Citigroup 1998 - 2004
Smith Barney 1997 - 1998
CNA Insurance December 1992 - July 1996
Tata Consultancy Services 1986 - 1991
Skills
IT Executive Management, Wealth Management, Alternative Investments, Restricted Stock, Equities, Solution Architecture, SDLC, IT Strategy, Project Management, Vendor Management, IT Project & Program..., Integration, Risk Management, Employee Stock Options, Offshore Resource..., Equity Plans, E-commerce, Business Analysis, Financial Services, Management, Portfolio Management, Leadership, Program Management
Education
Birla Institute of Technology & Science, Pilani
Bachelor’s Degree, Electrical and Electronics Engineering
Birla Institute of Technology & Science, Pilani
Master’s Degree, Economics
Nicole (Speier) Cyrlin's Morgan Stanley Smith Barney Experience June 2009 - Present
Job Loyalty Program Manager at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2009 - Present
Citi September 2006 - June 2009
Tarte Cosmetics April 2006 - September 2006
Tarte Cosmetics December 2004 - April 2006
JP Morgan Chase June 2001 - October 2004
JP Morgan Chase June 2001 - May 2003
ING July 2000 - March 2001
Education
Binghamton University - School of Management 1996 — 2000
BS, Finance and Management Information Systems
Morgan Stanley Smith Barney June 2009 - Present
Citi September 2006 - June 2009
Tarte Cosmetics April 2006 - September 2006
Tarte Cosmetics December 2004 - April 2006
JP Morgan Chase June 2001 - October 2004
JP Morgan Chase June 2001 - May 2003
ING July 2000 - March 2001
Education
Binghamton University - School of Management 1996 — 2000
BS, Finance and Management Information Systems
Lauren Goldman's Morgan Stanley Smith Barney Experience February 2007 - March 2011
Job Client Service Professional
Industry Financial Services
Experience
UBS Wealth Management August 2015 - Present
Morgan Stanley June 2012 - July 2015
Morgan Stanley March 2011 - September 2012
Morgan Stanley Smith Barney February 2007 - March 2011
Science Adventures June 2006 - August 2006
Nelson and Pope April 2005 - January 2006
Education
Binghamton University, State University of New York 2003 — 2006
Bachelor of Arts, Psychology
Binghamton University
Bachelor's degree
UBS Wealth Management August 2015 - Present
Morgan Stanley June 2012 - July 2015
Morgan Stanley March 2011 - September 2012
Morgan Stanley Smith Barney February 2007 - March 2011
Science Adventures June 2006 - August 2006
Nelson and Pope April 2005 - January 2006
Education
Binghamton University, State University of New York 2003 — 2006
Bachelor of Arts, Psychology
Binghamton University
Bachelor's degree
Sally Tam's Morgan Stanley Smith Barney Experience 2007 - 2009
Job Relationship Manager at U.S. Bancorp Fund Services
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2007 - 2009
HighMark Capital Management 2004 - 2007
Prudential Investments 1997 - 2003
Skills
Mutual Funds, Investment Advisory, Financial Advisory, Financial Services, Sales, Portfolio Management, Asset Management
Education
Boston College 1989 — 1993
B.S.
Morgan Stanley Smith Barney 2007 - 2009
HighMark Capital Management 2004 - 2007
Prudential Investments 1997 - 2003
Skills
Mutual Funds, Investment Advisory, Financial Advisory, Financial Services, Sales, Portfolio Management, Asset Management
Education
Boston College 1989 — 1993
B.S.
Christopher Schiavone's Morgan Stanley Smith Barney Experience March 2008 - May 2009
Job Business Systems Analyst/Project Manager
Industry Information Technology and Services
Experience
Sav Mor Mechanical Inc. June 2009 - December 2014
Morgan Stanley Smith Barney March 2008 - May 2009
Bear Stearns September 2007 - March 2008
Skills
Operations Management, Process Improvement, Project Management, Business Strategy, Strategic Planning, Revenue Recognition, Business Analysis, Business Process..., Business Process..., Business Process..., Business Process..., Financial Analysis, Construction, Portfolio Management, Strategic Financial...
Education
LIU Post 2012 — 2015
Master of Science (M.S.), Information Systems
Bentley University 2003 — 2007
Bachelor of Science (B.S.), Accounting
Sav Mor Mechanical Inc. June 2009 - December 2014
Morgan Stanley Smith Barney March 2008 - May 2009
Bear Stearns September 2007 - March 2008
Skills
Operations Management, Process Improvement, Project Management, Business Strategy, Strategic Planning, Revenue Recognition, Business Analysis, Business Process..., Business Process..., Business Process..., Business Process..., Financial Analysis, Construction, Portfolio Management, Strategic Financial...
Education
LIU Post 2012 — 2015
Master of Science (M.S.), Information Systems
Bentley University 2003 — 2007
Bachelor of Science (B.S.), Accounting
Michael A Galantino's Morgan Stanley Smith Barney Experience January 1985 - January 1992
Job Managing Director at Boenning Scattergood
Industry Financial Services
Experience
Boenning & Scattergood, Inc. January 2006 - Present
Haverford Financial Services January 2002 - January 2006
UBS Wealth Management January 1992 - January 2002
Morgan Stanley Smith Barney January 1985 - January 1992
Skills
Portfolio Management, Series 7, Wealth Management, Investment Advisory, Investments, Retirement Planning, Asset Management, Estate Planning, Financial Planning
Education
Bloomsburg University of Pennsylvania 1980 — 1984
BS, Accounting
Boenning & Scattergood, Inc. January 2006 - Present
Haverford Financial Services January 2002 - January 2006
UBS Wealth Management January 1992 - January 2002
Morgan Stanley Smith Barney January 1985 - January 1992
Skills
Portfolio Management, Series 7, Wealth Management, Investment Advisory, Investments, Retirement Planning, Asset Management, Estate Planning, Financial Planning
Education
Bloomsburg University of Pennsylvania 1980 — 1984
BS, Accounting
Ivette Tejeda-Little's Morgan Stanley Smith Barney Experience 2004 - Present
Job VP at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2004 - Present
Park Avenue Securities, The Guardian January 2001 - September 2004
SunAmerica Asset Management April 1994 - January 2001
Education
Binghamton University - School of Management 1989 — 1993
Morgan Stanley Smith Barney 2004 - Present
Park Avenue Securities, The Guardian January 2001 - September 2004
SunAmerica Asset Management April 1994 - January 2001
Education
Binghamton University - School of Management 1989 — 1993
Arthur Sherman's Morgan Stanley Smith Barney Experience September 2007 - February 2010
Job Vice President, Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2010 - Present
Morgan Stanley Smith Barney September 2007 - February 2010
Skills
Series 7, Series 63, Alternative Investments, Retirement Planning, Wealth Management, Investment Advisory, Mutual Funds, Fixed Income
Education
Binghamton University - School of Management 2001 — 2004
Merrill Lynch March 2010 - Present
Morgan Stanley Smith Barney September 2007 - February 2010
Skills
Series 7, Series 63, Alternative Investments, Retirement Planning, Wealth Management, Investment Advisory, Mutual Funds, Fixed Income
Education
Binghamton University - School of Management 2001 — 2004
Bill Lasoskie, CFP(R)'s Morgan Stanley Smith Barney Experience July 2009 - Present
Job Regional Business Development Manager at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2009 - Present
Smith Barney January 2006 - June 2009
UBS Financial Services June 2002 - May 2005
UBSPaineWebber May 1999 - May 2002
PaineWebber June 1990 - September 2000
Education
Bentley University 1983 — 1985
BS, Marketing Managment
Western New England College 1981 — 1983
Business Administation
Morgan Stanley Smith Barney July 2009 - Present
Smith Barney January 2006 - June 2009
UBS Financial Services June 2002 - May 2005
UBSPaineWebber May 1999 - May 2002
PaineWebber June 1990 - September 2000
Education
Bentley University 1983 — 1985
BS, Marketing Managment
Western New England College 1981 — 1983
Business Administation
Kate Mayberry's Morgan Stanley Smith Barney Experience June 2010 - January 2012
Job Consultant, ScrumMaster, Scrum Coach, Program Manager, Project Manager
Industry Information Technology and Services
Experience
TIAA-CREF March 2013 - October 2013
American International Group February 2012 - October 2012
Morgan Stanley Smith Barney June 2010 - January 2012
Keller Williams Realty Premier Properties July 2008 - December 2010
Burgdorff ERA October 2004 - July 2008
Cactus River April 2001 - June 2005
Captura Software, Inc. October 1998 - March 2001
Merrill Lynch 1981 - 1998
Skills
•Agile, •Scrum, •CSM - Certified Scrum..., •PSM - Professional..., •Project and Program..., •Agile Project..., •Project Portfolio..., •PMO – Program/Project..., •PMP – Project..., •Relationship..., •CRM – Customer..., •Coaching and Training, •Business Analysis, •SDLC – Software..., •User Acceptance..., •Quality Assurance, •Client/Customer..., •Client/Customer..., •Client/Customer..., •Evangelism, •Management, •Leadership, •Team Leadership, •Cross-Functional Team..., •Product Evangelism, •Requirements..., •Data Analysis, •Compliance and Audit, •Regulatory Centric, •Governance, •Business Development, •Business Management, •Business Strategy &..., •Strategic Partnerships, •Strategic Planning, •Knowledge Management..., •Professional Services, •Competitive Analysis, •ALM – Application..., •Change Agent / Change..., •Execution Management, •IT Management, •Management Reporting, •Process Engineering &..., •Product Management, •Project Finance, •Project Planning, •Release Management, •Reporting, •Virtual Teams
Education
Boston College 1977 — 1981
BA, Mathematics and Fine Arts
New York University 1982 — 1983
MBA, Investment Banking
TIAA-CREF March 2013 - October 2013
American International Group February 2012 - October 2012
Morgan Stanley Smith Barney June 2010 - January 2012
Keller Williams Realty Premier Properties July 2008 - December 2010
Burgdorff ERA October 2004 - July 2008
Cactus River April 2001 - June 2005
Captura Software, Inc. October 1998 - March 2001
Merrill Lynch 1981 - 1998
Skills
•Agile, •Scrum, •CSM - Certified Scrum..., •PSM - Professional..., •Project and Program..., •Agile Project..., •Project Portfolio..., •PMO – Program/Project..., •PMP – Project..., •Relationship..., •CRM – Customer..., •Coaching and Training, •Business Analysis, •SDLC – Software..., •User Acceptance..., •Quality Assurance, •Client/Customer..., •Client/Customer..., •Client/Customer..., •Evangelism, •Management, •Leadership, •Team Leadership, •Cross-Functional Team..., •Product Evangelism, •Requirements..., •Data Analysis, •Compliance and Audit, •Regulatory Centric, •Governance, •Business Development, •Business Management, •Business Strategy &..., •Strategic Partnerships, •Strategic Planning, •Knowledge Management..., •Professional Services, •Competitive Analysis, •ALM – Application..., •Change Agent / Change..., •Execution Management, •IT Management, •Management Reporting, •Process Engineering &..., •Product Management, •Project Finance, •Project Planning, •Release Management, •Reporting, •Virtual Teams
Education
Boston College 1977 — 1981
BA, Mathematics and Fine Arts
New York University 1982 — 1983
MBA, Investment Banking
Emily Eichenberg's Morgan Stanley Smith Barney Experience March 2010 - Present
Job Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2010 - Present
Education
Bentley College 1993 — 1998
BS, Finance
Morgan Stanley Smith Barney March 2010 - Present
Education
Bentley College 1993 — 1998
BS, Finance
Monique de Escobar's Morgan Stanley Smith Barney Experience May 1996 - June 1998
Job Account Executive at Grossman Marketing Group
Industry Marketing and Advertising
Experience
Grossman Marketing Group March 2015 - Present
Stran & Company August 1999 - February 2015
Oppenheimer & Co. Inc. November 2012 - December 2014
Stran Beverage August 2010 - April 2012
Advest, Inc. June 1998 - August 1999
Morgan Stanley Smith Barney May 1996 - June 1998
Putnam Investments May 1995 - May 1996
Skills
Fluent in Spanish, Advertising, Marketing, Marketing Strategy, Sales, Sales Management, Account Management, New Business Development, Customer Service, Online Marketing, Management, Social Media, Merchandising, Social Media Marketing, Retail
Education
Bentley University 1990 — 1994
Bachelor of Science (B.S.), Accounting and Finance
Colegio de Espana 1992 — 1993
Minor in Spanish
Holy Cross High School 1986 — 1990
Grossman Marketing Group March 2015 - Present
Stran & Company August 1999 - February 2015
Oppenheimer & Co. Inc. November 2012 - December 2014
Stran Beverage August 2010 - April 2012
Advest, Inc. June 1998 - August 1999
Morgan Stanley Smith Barney May 1996 - June 1998
Putnam Investments May 1995 - May 1996
Skills
Fluent in Spanish, Advertising, Marketing, Marketing Strategy, Sales, Sales Management, Account Management, New Business Development, Customer Service, Online Marketing, Management, Social Media, Merchandising, Social Media Marketing, Retail
Education
Bentley University 1990 — 1994
Bachelor of Science (B.S.), Accounting and Finance
Colegio de Espana 1992 — 1993
Minor in Spanish
Holy Cross High School 1986 — 1990
Erin (Alexander) Storch's Morgan Stanley Smith Barney Experience February 2005 - March 2011
Job Managing Director at The Advisory Board Company
Industry Hospital & Health Care
Experience
The Advisory Board Company April 2014 - Present
The Advisory Board Company April 2012 - March 2014
The Advisory Board Company March 2011 - March 2012
Morgan Stanley Smith Barney February 2005 - March 2011
Skills
Strategy, Financial Services, Wealth Management, Strategic Planning, Analytics, Equities, Relationship Management, Leadership, Project Management, Securities, Product Management, Management, Salesforce.com, Asset Management, Business Analysis, Investments, Portfolio Management, Program Management, Marketing, Customer Service
Education
Bentley University 1999 — 2003
Bachelor of Science (B.S.), Management
The Advisory Board Company April 2014 - Present
The Advisory Board Company April 2012 - March 2014
The Advisory Board Company March 2011 - March 2012
Morgan Stanley Smith Barney February 2005 - March 2011
Skills
Strategy, Financial Services, Wealth Management, Strategic Planning, Analytics, Equities, Relationship Management, Leadership, Project Management, Securities, Product Management, Management, Salesforce.com, Asset Management, Business Analysis, Investments, Portfolio Management, Program Management, Marketing, Customer Service
Education
Bentley University 1999 — 2003
Bachelor of Science (B.S.), Management
Natasha Miles-Lee's Morgan Stanley Smith Barney Experience February 2007 - December 2011
Job Private Wealth Management Advisory Surveillance Analyst at Morgan Stanley Smith Barney
Industry Financial Services
Experience
David Lerner Associates, Inc. October 2013 - Present
JPMorgan Chase February 2012 - April 2012
Morgan Stanley Smith Barney February 2007 - December 2011
AIG May 2006 - February 2007
Bank of America August 2003 - January 2006
TD Ameritrade August 1998 - May 2003
Skills
Fixed Income, Mutual Funds, Asset Management, Back Office, Portfolio Management, Trading, Asset, Series 63, Investments, Series 7, Private Equity, Securities, Compliance, Equities, Wealth Management, Financial Reporting, Banking, Derivatives, Valuation, Customer Relations, Bonds, Investment Banking, Financial Analysis, Asset Managment, Capital Markets, Asset Allocation, Customer Service, FINRA, Financial Services, Risk Management, Finance, Financial Advisory, Financial Risk, Management, Due Diligence, Bloomberg, Alternative Investments, Credit, Anti Money Laundering
Education
Binghamton University
BA, Pre-Law/Sociology
David Lerner Associates, Inc. October 2013 - Present
JPMorgan Chase February 2012 - April 2012
Morgan Stanley Smith Barney February 2007 - December 2011
AIG May 2006 - February 2007
Bank of America August 2003 - January 2006
TD Ameritrade August 1998 - May 2003
Skills
Fixed Income, Mutual Funds, Asset Management, Back Office, Portfolio Management, Trading, Asset, Series 63, Investments, Series 7, Private Equity, Securities, Compliance, Equities, Wealth Management, Financial Reporting, Banking, Derivatives, Valuation, Customer Relations, Bonds, Investment Banking, Financial Analysis, Asset Managment, Capital Markets, Asset Allocation, Customer Service, FINRA, Financial Services, Risk Management, Finance, Financial Advisory, Financial Risk, Management, Due Diligence, Bloomberg, Alternative Investments, Credit, Anti Money Laundering
Education
Binghamton University
BA, Pre-Law/Sociology
Sundeep Caplash's Morgan Stanley Smith Barney Experience March 2009 - Present
Job Vice President Portfolio Manager at Morgan Stanley Smith Barney
Industry Investment Management
Experience
Morgan Stanley Smith Barney March 2009 - Present
UBS April 2001 - March 2009
Caplash Corporation April 1998 - March 2001
Education
Birmingham-Southern College 1990 — 1994
BS, Finance and Marketing
Morgan Stanley Smith Barney March 2009 - Present
UBS April 2001 - March 2009
Caplash Corporation April 1998 - March 2001
Education
Birmingham-Southern College 1990 — 1994
BS, Finance and Marketing
Roxanne Layne, MBA's Morgan Stanley Smith Barney Experience July 2010 - May 2012
Job Associate at NewOak
Industry Banking
Experience
NewOak May 2015 - Present
CS Technology January 2015 - March 2015
RBC Capital Markets March 2014 - October 2014
McNamara & Associates, Inc., Organization & Management Development June 2012 - June 2013
Morgan Stanley Smith Barney July 2010 - May 2012
Citigroup January 2004 - January 2009
UBS Financial Services Inc June 2000 - May 2002
Skills
Change Management, Project Management, Performance Management, Employee Relations, Training, Operations Management, Onboarding, College Recruiting, HRIS, Human Resources, Talent Acquisition, Workforce Planning, Talent Management, Succession Planning, Benefits Negotiation, Risk Management, Project Tracking, Competency Based..., Team Building, Multi-Cultural Team..., Motivational Speaking, Employee Engagement, Employee Training, System Administration, MS Project, Project Planning, Project Coordination, Project Portfolio..., Project Scope..., Event Planning, Customer Retention, Customer Satisfaction, Cross-functional Team..., Mentoring, Collaborative Problem..., Technical Support, Accounting, Account Reconciliation, Financial Accounting, Financial Statements, Auditing, Internal Audit, Time Management, Scope Management, Quality Management, Process Improvement, Visio, PowerPoint, Microsoft Excel, Microsoft Word
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
Master of Business Administration (M.B.A.), Project Management, 3.91/4.00
Prolus Consulting Services, Inc. (R.E.P) 2012 — 2012
Project Management Training Certificate, Project Management
Borough of Manhattan Community College 2010 — 2010
Certificate, PMP Prep Course
Baruch College Continuing Professional Studies 2009 — 2010
Certificates, Project Management, Accounting Principles and SHRM - Essentials of Human Rescources Management
Microsoft 2009 — 2009
Mircsoft Certified Application Specialist (MCAS), Ms Word & MS Excel 2007
Rutgers Business School 2009 — 2009
Certificate, Supervision/Management
City University of New York-Baruch College - Zicklin School of Business 2004 — 2008
BBA, Human Resources Management
Baruch College Continuing and Professional Studies 2002 — 2004
Certificates, Bookkeeping and Payroll
Borough of Manhattan Community College 1986 — 1990
A.A.S., Accounting
NewOak May 2015 - Present
CS Technology January 2015 - March 2015
RBC Capital Markets March 2014 - October 2014
McNamara & Associates, Inc., Organization & Management Development June 2012 - June 2013
Morgan Stanley Smith Barney July 2010 - May 2012
Citigroup January 2004 - January 2009
UBS Financial Services Inc June 2000 - May 2002
Skills
Change Management, Project Management, Performance Management, Employee Relations, Training, Operations Management, Onboarding, College Recruiting, HRIS, Human Resources, Talent Acquisition, Workforce Planning, Talent Management, Succession Planning, Benefits Negotiation, Risk Management, Project Tracking, Competency Based..., Team Building, Multi-Cultural Team..., Motivational Speaking, Employee Engagement, Employee Training, System Administration, MS Project, Project Planning, Project Coordination, Project Portfolio..., Project Scope..., Event Planning, Customer Retention, Customer Satisfaction, Cross-functional Team..., Mentoring, Collaborative Problem..., Technical Support, Accounting, Account Reconciliation, Financial Accounting, Financial Statements, Auditing, Internal Audit, Time Management, Scope Management, Quality Management, Process Improvement, Visio, PowerPoint, Microsoft Excel, Microsoft Word
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
Master of Business Administration (M.B.A.), Project Management, 3.91/4.00
Prolus Consulting Services, Inc. (R.E.P) 2012 — 2012
Project Management Training Certificate, Project Management
Borough of Manhattan Community College 2010 — 2010
Certificate, PMP Prep Course
Baruch College Continuing Professional Studies 2009 — 2010
Certificates, Project Management, Accounting Principles and SHRM - Essentials of Human Rescources Management
Microsoft 2009 — 2009
Mircsoft Certified Application Specialist (MCAS), Ms Word & MS Excel 2007
Rutgers Business School 2009 — 2009
Certificate, Supervision/Management
City University of New York-Baruch College - Zicklin School of Business 2004 — 2008
BBA, Human Resources Management
Baruch College Continuing and Professional Studies 2002 — 2004
Certificates, Bookkeeping and Payroll
Borough of Manhattan Community College 1986 — 1990
A.A.S., Accounting
Peter Sajko's Morgan Stanley Smith Barney Experience March 2012 - August 2012
Job Professional Training & Coaching Professional
Industry Professional Training & Coaching
Experience
Morgan Stanley Smith Barney March 2012 - August 2012
Franklin High School January 2010 - January 2011
Lincoln Financial Group October 2005 - March 2009
Fidelity Investments January 1998 - January 2003
Skills
Leadership Development, Staff Development, Instructional Design, Coaching, Organizational..., Leadership, Learning Management, Training, Workshop Facilitation
Education
Bob Jones University 1981 — 1984
MS, Education Administration
Bob Jones University 1970 — 1974
MS, Educational Administration
Bob Jones University 1970 — 1974
BS, Education
Morgan Stanley Smith Barney March 2012 - August 2012
Franklin High School January 2010 - January 2011
Lincoln Financial Group October 2005 - March 2009
Fidelity Investments January 1998 - January 2003
Skills
Leadership Development, Staff Development, Instructional Design, Coaching, Organizational..., Leadership, Learning Management, Training, Workshop Facilitation
Education
Bob Jones University 1981 — 1984
MS, Education Administration
Bob Jones University 1970 — 1974
MS, Educational Administration
Bob Jones University 1970 — 1974
BS, Education
stephen mazzei jr's Morgan Stanley Smith Barney Experience April 2003 - Present
Job Vice PresidentWealth Management at Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2003 - Present
Education
Bentley University 1983 — 1987
BSN Economics-Finance
Morgan Stanley Smith Barney April 2003 - Present
Education
Bentley University 1983 — 1987
BSN Economics-Finance
Sheldon Alexander's Morgan Stanley Smith Barney Experience June 2010 - March 2012
Job Compliance Manager at FIS Global
Industry Financial Services
Experience
FIS Global August 2013 - Present
Mitchell & Titus, LLP March 2012 - August 2013
Morgan Stanley Smith Barney June 2010 - March 2012
KPMG Advisory June 2004 - November 2008
Dexia Credit Local September 2003 - June 2004
The Bank of New York March 2000 - September 2003
RFCUNY 1998 - 2000
Skills
Financial Audits, Internal Audit, Auditing, Risk Assessment, Internal Controls, Sarbanes-Oxley Act
Education
Binghamton University - School of Management
Bachelor of Science, Accounting
Florida Institute of Technology
MBA, Accounting, Finance
FIS Global August 2013 - Present
Mitchell & Titus, LLP March 2012 - August 2013
Morgan Stanley Smith Barney June 2010 - March 2012
KPMG Advisory June 2004 - November 2008
Dexia Credit Local September 2003 - June 2004
The Bank of New York March 2000 - September 2003
RFCUNY 1998 - 2000
Skills
Financial Audits, Internal Audit, Auditing, Risk Assessment, Internal Controls, Sarbanes-Oxley Act
Education
Binghamton University - School of Management
Bachelor of Science, Accounting
Florida Institute of Technology
MBA, Accounting, Finance
Adam Huber, MBA's Morgan Stanley Smith Barney Experience May 2006 - August 2006
Job Director at CIBC World Markets
Industry Financial Services
Experience
CIBC World Markets May 2015 - Present
AIG June 2014 - May 2015
Bank of America April 2011 - June 2014
Ernst & Young October 2008 - April 2011
Morgan Stanley June 2008 - August 2008
Morgan Stanley Smith Barney May 2006 - August 2006
Skills
Capital Markets, Strategic Planning, Business Planning, Strategy, Real Estate, Risk Management, Finance, Financial Analysis, Financial Reporting, Operational Excellence, Business Transformation, Operational Efficiency, Derivatives, Corporate Finance
Education
Binghamton University - School of Management 2014 — 2015
Master of Business Administration (M.B.A.), Management
Binghamton University - School of Management 2004 — 2008
Bachelor of Science (B.S.), Management with a concentration in Finance
CIBC World Markets May 2015 - Present
AIG June 2014 - May 2015
Bank of America April 2011 - June 2014
Ernst & Young October 2008 - April 2011
Morgan Stanley June 2008 - August 2008
Morgan Stanley Smith Barney May 2006 - August 2006
Skills
Capital Markets, Strategic Planning, Business Planning, Strategy, Real Estate, Risk Management, Finance, Financial Analysis, Financial Reporting, Operational Excellence, Business Transformation, Operational Efficiency, Derivatives, Corporate Finance
Education
Binghamton University - School of Management 2014 — 2015
Master of Business Administration (M.B.A.), Management
Binghamton University - School of Management 2004 — 2008
Bachelor of Science (B.S.), Management with a concentration in Finance
Alan Kantapin's Morgan Stanley Smith Barney Experience June 2007 - Present
Job Assistant Vice President, Portfolio Management Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2007 - Present
Skills
Bloomberg, Financial Modeling, Microsoft Office, Equities, Asset Allocation, Portfolio Management, Fixed Income
Education
Bentley University 2003 — 2007
BS, Economics & Finance
The University of Hong Kong 2006 — 2006
Morgan Stanley Smith Barney June 2007 - Present
Skills
Bloomberg, Financial Modeling, Microsoft Office, Equities, Asset Allocation, Portfolio Management, Fixed Income
Education
Bentley University 2003 — 2007
BS, Economics & Finance
The University of Hong Kong 2006 — 2006
Erin Van Engelen's Morgan Stanley Smith Barney Experience September 1999 - July 2005
Job Examiner/Investigator at Idaho Department of Finance
Industry Government Administration
Experience
Idaho Department of Finance July 2005 - Present
Morgan Stanley Smith Barney September 1999 - July 2005
Skills
Series 7, Financial Services, Mortgage Lending, Loans, Public Speaking, Credit, Microsoft Office
Education
Boise State University 1997 — 2006
BA, Theatre Arts Performance
Idaho Department of Finance July 2005 - Present
Morgan Stanley Smith Barney September 1999 - July 2005
Skills
Series 7, Financial Services, Mortgage Lending, Loans, Public Speaking, Credit, Microsoft Office
Education
Boise State University 1997 — 2006
BA, Theatre Arts Performance
Birch Bayer's Morgan Stanley Smith Barney Experience January 2010 - Present
Job Complex Risk Officer at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2010 - Present
Smith Barney/Morgan Stanley Smith Barney July 2001 - February 2010
Skills
Series 7, Series 66, Series 9, Series 3, Health Insurance, Disability Insurance, Series 10, Uniform Combined State...
Education
Boise State University 1991 — 1995
Bachelor of Arts (BA), Speech Communication and Rhetoric, 3.7
Boise State University
Bachelor of Arts, English and Communications Boise
Morgan Stanley Smith Barney January 2010 - Present
Smith Barney/Morgan Stanley Smith Barney July 2001 - February 2010
Skills
Series 7, Series 66, Series 9, Series 3, Health Insurance, Disability Insurance, Series 10, Uniform Combined State...
Education
Boise State University 1991 — 1995
Bachelor of Arts (BA), Speech Communication and Rhetoric, 3.7
Boise State University
Bachelor of Arts, English and Communications Boise
Victor Ziminsky IV's Morgan Stanley Smith Barney Experience June 2009 - May 2014
Job Social Entrepreneur
Industry Farming
Experience
Morgan Stanley Smith Barney June 2009 - May 2014
Instituto NorteAmericano May 2007 - May 2008
Hickory and Tweed March 2001 - May 2007
Skills
Series 7, Microsoft Excel, Equities, Sales, Financial Analysis, Portfolio Management, Investments, Microsoft Word, Social Media, PowerPoint, Series 63, Capital Markets, Customer Service, Microsoft Office, Alternative Investments, Event Planning, Fixed Income, Marketing
Education
Binghamton University 2003 — 2007
BA, English/Rhetoric/Creative Writing
Morgan Stanley Smith Barney June 2009 - May 2014
Instituto NorteAmericano May 2007 - May 2008
Hickory and Tweed March 2001 - May 2007
Skills
Series 7, Microsoft Excel, Equities, Sales, Financial Analysis, Portfolio Management, Investments, Microsoft Word, Social Media, PowerPoint, Series 63, Capital Markets, Customer Service, Microsoft Office, Alternative Investments, Event Planning, Fixed Income, Marketing
Education
Binghamton University 2003 — 2007
BA, English/Rhetoric/Creative Writing
Coreen Melville's Morgan Stanley Smith Barney Experience August 2008 - April 2010
Job Client Service Manager at Gage & Wilson
Industry Financial Services
Experience
Gage & Wilson April 2010 - Present
Morgan Stanley Smith Barney August 2008 - April 2010
Skills
Series 7, Series 63, Life & Health Insurance...
Education
Bentley University 2001 — 2005
Finance
Gage & Wilson April 2010 - Present
Morgan Stanley Smith Barney August 2008 - April 2010
Skills
Series 7, Series 63, Life & Health Insurance...
Education
Bentley University 2001 — 2005
Finance
Michelle Zhou, MBA, CMA's Morgan Stanley Smith Barney Experience July 2007 - April 2008
Job Vice President at BNP Paribas
Industry Financial Services
Experience
BNP Paribas April 2015 - Present
Geller and Company/Bloomberg June 2010 - April 2015
IBM July 2008 - June 2010
Morgan Stanley Smith Barney July 2007 - April 2008
Fidelity Investments January 2007 - July 2007
GE December 2006 - January 2007
China Construction Bank July 2003 - July 2005
Skills
Financial Reporting, Financial Analysis, Financial Modeling, Variance Analysis, Internal Controls, Accounting, Process Improvement, Account Reconciliation, Hyperion, Finance, Financial Planning, Financial Services, SAP BI, Microsoft Excel, Revenue Recognition, Hyperion Enterprise, Sarbanes-Oxley Act, Project Management, Regulated Industry
Education
Binghamton University - School of Management 2006 — 2008
MBA, Finance, 4.0
Shanghai International Studies University 1999 — 2003
BA, English Language and Literature, 3.7
BNP Paribas April 2015 - Present
Geller and Company/Bloomberg June 2010 - April 2015
IBM July 2008 - June 2010
Morgan Stanley Smith Barney July 2007 - April 2008
Fidelity Investments January 2007 - July 2007
GE December 2006 - January 2007
China Construction Bank July 2003 - July 2005
Skills
Financial Reporting, Financial Analysis, Financial Modeling, Variance Analysis, Internal Controls, Accounting, Process Improvement, Account Reconciliation, Hyperion, Finance, Financial Planning, Financial Services, SAP BI, Microsoft Excel, Revenue Recognition, Hyperion Enterprise, Sarbanes-Oxley Act, Project Management, Regulated Industry
Education
Binghamton University - School of Management 2006 — 2008
MBA, Finance, 4.0
Shanghai International Studies University 1999 — 2003
BA, English Language and Literature, 3.7
Jennifer DiNoto-Hroncich's Morgan Stanley Smith Barney Experience February 2009 - April 2010
Job Administrative Professional
Industry Financial Services
Experience
MORGAN STANLEY SMITH BARNEY February 2009 - April 2010
PRESTIGE FOOD BROKERS January 1997 - January 2009
US HEALTHCARE January 1991 - January 1997
Morgan Stanley Smith Barney January 1985 - January 1991
Education
Berkeley College
MORGAN STANLEY SMITH BARNEY February 2009 - April 2010
PRESTIGE FOOD BROKERS January 1997 - January 2009
US HEALTHCARE January 1991 - January 1997
Morgan Stanley Smith Barney January 1985 - January 1991
Education
Berkeley College
Sharon M. Perhac's Morgan Stanley Smith Barney Experience January 2011 - October 2012
Job Senior Vice President, Complex Manager, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2014 - Present
Wells Fargo Advisors, LLC October 2012 - May 2014
Morgan Stanley Smith Barney January 2011 - October 2012
Morgan Stanley July 1991 - September 2009
Smith Barney Harris Upham 1982 - 1991
Skills
Investments, Mutual Funds, Business Development, Financial Services, Product Management, Separately Managed..., Team Leadership
Education
Boston College
BA, Economics and Psychology
Wells Fargo Advisors, LLC May 2014 - Present
Wells Fargo Advisors, LLC October 2012 - May 2014
Morgan Stanley Smith Barney January 2011 - October 2012
Morgan Stanley July 1991 - September 2009
Smith Barney Harris Upham 1982 - 1991
Skills
Investments, Mutual Funds, Business Development, Financial Services, Product Management, Separately Managed..., Team Leadership
Education
Boston College
BA, Economics and Psychology
Amy Lamparello's Morgan Stanley Smith Barney Experience 1986 - 1988
Job Marketing and Advertising Professional
Industry
Experience
TeamVest Retirement Plan Services 1999 - 2001
Bank of Hawaii 1988 - 1999
Morgan Stanley Smith Barney 1986 - 1988
Morgan Stanley Smith Barney 1984 - 1986
Morgan Stanley Smith Barney 1983 - 1984
Education
Fordham Gabelli School of Business 1980 — 1983
MBA, Marketing
Binghamton University 1977 — 1979
BA, Philosophy
TeamVest Retirement Plan Services 1999 - 2001
Bank of Hawaii 1988 - 1999
Morgan Stanley Smith Barney 1986 - 1988
Morgan Stanley Smith Barney 1984 - 1986
Morgan Stanley Smith Barney 1983 - 1984
Education
Fordham Gabelli School of Business 1980 — 1983
MBA, Marketing
Binghamton University 1977 — 1979
BA, Philosophy
Jarred Harwitt's Morgan Stanley Smith Barney Experience July 2012 - August 2012
Job Debt Capital Markets Analyst at Mitsubishi UFJ Securities
Industry Financial Services
Experience
Mitsubishi UFJ Securities September 2014 - Present
Credit Agricole CIB June 2013 - September 2014
Morgan Stanley Smith Barney July 2012 - August 2012
Genworth Financial May 2011 - August 2011
Deutsche Bank June 2010 - August 2010
Education
Fordham University 2012 — 2013
Master of Science (MS), Quantitative Finance
Bentley University 2009 — 2012
Bachelor of Science (BS), Finance / Economics
Mitsubishi UFJ Securities September 2014 - Present
Credit Agricole CIB June 2013 - September 2014
Morgan Stanley Smith Barney July 2012 - August 2012
Genworth Financial May 2011 - August 2011
Deutsche Bank June 2010 - August 2010
Education
Fordham University 2012 — 2013
Master of Science (MS), Quantitative Finance
Bentley University 2009 — 2012
Bachelor of Science (BS), Finance / Economics
Andrew M. Bajt's Morgan Stanley Smith Barney Experience 2006 - 2008
Job OppenheimerFunds, Inc.
Industry Financial Services
Experience
OppenheimerFunds May 2013 - Present
OppenheimerFunds March 2013 - April 2013
OppenheimerFunds 2012 - February 2013
Davis Capital Management 2011 - 2012
JPMorgan Chase 2008 - 2011
Morgan Stanley Smith Barney 2006 - 2008
Merrill Lynch 2005 - 2005
Skills
Equity Valuation, Fixed Income Research, Portfolio Management, Asset Management, Inside Sales, Treasury Management, Equity Research, Series 7, Series 63
Education
Bentley University
Bachelor of Science (B.S.)
Lake Forest Academy
OppenheimerFunds May 2013 - Present
OppenheimerFunds March 2013 - April 2013
OppenheimerFunds 2012 - February 2013
Davis Capital Management 2011 - 2012
JPMorgan Chase 2008 - 2011
Morgan Stanley Smith Barney 2006 - 2008
Merrill Lynch 2005 - 2005
Skills
Equity Valuation, Fixed Income Research, Portfolio Management, Asset Management, Inside Sales, Treasury Management, Equity Research, Series 7, Series 63
Education
Bentley University
Bachelor of Science (B.S.)
Lake Forest Academy
Michael Sellman CFP®'s Morgan Stanley Smith Barney Experience November 2006 - November 2010
Job Wealth Advisor
Industry Financial Services
Experience
Cornerstone Wealth Advisors, Inc. November 2010 - Present
Morgan Stanley Smith Barney November 2006 - November 2010
Skills
Retirement Planning, Wealth Management, Investment Advisory, Financial Advisory, Estate Planning, Portfolio Management, 401k Rollovers, Wealth Management..., Asset Managment, Personal Financial...
Education
The American College 2009 — 2010
CFP®, Financial Planning
Boise State University 2001 — 2005
B.B.A., Finance
Cornerstone Wealth Advisors, Inc. November 2010 - Present
Morgan Stanley Smith Barney November 2006 - November 2010
Skills
Retirement Planning, Wealth Management, Investment Advisory, Financial Advisory, Estate Planning, Portfolio Management, 401k Rollovers, Wealth Management..., Asset Managment, Personal Financial...
Education
The American College 2009 — 2010
CFP®, Financial Planning
Boise State University 2001 — 2005
B.B.A., Finance
Eric Malitsky's Morgan Stanley Smith Barney Experience November 2011 - March 2012
Job Analyst Product Strategy at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance April 2014 - Present
Liberty Mutual Insurance July 2012 - Present
Morgan Stanley Smith Barney November 2011 - March 2012
Sovereign Bank June 2011 - August 2011
Road Scholar/ Elderhostel January 2011 - April 2011
The Stowe Group May 2010 - September 2010
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Economics; Concentration: Entrepreneurial Studies
Liberty Mutual Insurance April 2014 - Present
Liberty Mutual Insurance July 2012 - Present
Morgan Stanley Smith Barney November 2011 - March 2012
Sovereign Bank June 2011 - August 2011
Road Scholar/ Elderhostel January 2011 - April 2011
The Stowe Group May 2010 - September 2010
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Economics; Concentration: Entrepreneurial Studies
Alina Goczol's Morgan Stanley Smith Barney Experience September 2004 - March 2005
Job Manager of Partnered Growth at Gorton's
Industry Consumer Goods
Experience
Gorton's Inc. August 2014 - Present
Gorton's Inc. July 2012 - June 2014
Gorton's Inc. August 2011 - June 2012
Gorton's Inc. September 2008 - August 2011
Gorton's Inc. June 2007 - August 2008
Gorton's Inc. July 2006 - June 2007
Coastal Capital Group, LLC March 2005 - May 2005
Morgan Stanley Smith Barney September 2004 - March 2005
Walgreen Co. June 2004 - August 2004
Skills
Trade Marketing, Trade Promotions, Trade Promotion..., Pricing Analysis, Pricing Strategy, Consumer Insight, Promotional Analysis, Category Insights, Retail Category..., Competitive Analysis, Data Analysis, Market Analysis, Nielsen, Retail Link, Dunnhumby, Presentation Development, Sales Presentations, Retail
Education
Bentley University 2010 — 2012
Master of Business Administration (MBA), Concentration: Marketing, Distinction
Salem State University 2002 — 2006
Bachelor of Science in Business Administration, Concentration: Finance, Minor: Economics, Summa Cum Laude
Gorton's Inc. August 2014 - Present
Gorton's Inc. July 2012 - June 2014
Gorton's Inc. August 2011 - June 2012
Gorton's Inc. September 2008 - August 2011
Gorton's Inc. June 2007 - August 2008
Gorton's Inc. July 2006 - June 2007
Coastal Capital Group, LLC March 2005 - May 2005
Morgan Stanley Smith Barney September 2004 - March 2005
Walgreen Co. June 2004 - August 2004
Skills
Trade Marketing, Trade Promotions, Trade Promotion..., Pricing Analysis, Pricing Strategy, Consumer Insight, Promotional Analysis, Category Insights, Retail Category..., Competitive Analysis, Data Analysis, Market Analysis, Nielsen, Retail Link, Dunnhumby, Presentation Development, Sales Presentations, Retail
Education
Bentley University 2010 — 2012
Master of Business Administration (MBA), Concentration: Marketing, Distinction
Salem State University 2002 — 2006
Bachelor of Science in Business Administration, Concentration: Finance, Minor: Economics, Summa Cum Laude
Nicholas Cecchini's Morgan Stanley Smith Barney Experience March 2009 - February 2010
Job Project Manager at AQR Capital Management
Industry Financial Services
Experience
AQR Capital Management June 2014 - Present
Morgan Stanley January 2010 - Present
Morgan Stanley Smith Barney March 2009 - February 2010
Morgan Stanley July 2008 - March 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Business Objects, HP Project & Portfolio..., Technology Change..., Training Delivery, Webinar Development, Curriculum Design, Large-scale Event..., Resource Allocation, Department Budgeting, Budget Monitoring, Expense Management, Project Tracking, SharePoint, Program Management, Program Delivery..., Resource Modelling, Project Management, Management, Business Analysis, Leadership, Risk Management, Financial Reporting, Metrics Reporting
Education
Bentley University 2004 — 2008
Bachelor of Science, Economics-Finance
AQR Capital Management June 2014 - Present
Morgan Stanley January 2010 - Present
Morgan Stanley Smith Barney March 2009 - February 2010
Morgan Stanley July 2008 - March 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Business Objects, HP Project & Portfolio..., Technology Change..., Training Delivery, Webinar Development, Curriculum Design, Large-scale Event..., Resource Allocation, Department Budgeting, Budget Monitoring, Expense Management, Project Tracking, SharePoint, Program Management, Program Delivery..., Resource Modelling, Project Management, Management, Business Analysis, Leadership, Risk Management, Financial Reporting, Metrics Reporting
Education
Bentley University 2004 — 2008
Bachelor of Science, Economics-Finance
Maritsa Nunziata's Morgan Stanley Smith Barney Experience June 2006 - February 2008
Job CEO at Apollo Surgical Industries, Inc.
Industry Medical Devices
Experience
Apollo Surgical Industries, Inc. February 2008 - Present
Morgan Stanley Smith Barney June 2006 - February 2008
Skills
Medical Devices, Healthcare, Hospitals, Quantitative Research, Market Research, Design Research, Prototype Development, Product Development, New Business Development, Design for Manufacturing, Patent Applications, Product Marketing, Marketing, Video Production, Video Editing, Financial Accounting, Strategic Planning, Distribution Strategies, Business Strategy, Process Improvement, Regulatory Affairs, Customer Service, Project Management, Production Managment, Logistics Management, Operations Management, Account Management, Sales Management, Salesforce.com, Social Media, Final Cut Pro, QuickBooks, Microsoft Office, Adobe, FDA, Biomedical Engineering
Education
Tufts University 2000 — 2004
BA, Psychology
Bergen Community College 2009 — 2010
Surgical Technology/Technologist
Apollo Surgical Industries, Inc. February 2008 - Present
Morgan Stanley Smith Barney June 2006 - February 2008
Skills
Medical Devices, Healthcare, Hospitals, Quantitative Research, Market Research, Design Research, Prototype Development, Product Development, New Business Development, Design for Manufacturing, Patent Applications, Product Marketing, Marketing, Video Production, Video Editing, Financial Accounting, Strategic Planning, Distribution Strategies, Business Strategy, Process Improvement, Regulatory Affairs, Customer Service, Project Management, Production Managment, Logistics Management, Operations Management, Account Management, Sales Management, Salesforce.com, Social Media, Final Cut Pro, QuickBooks, Microsoft Office, Adobe, FDA, Biomedical Engineering
Education
Tufts University 2000 — 2004
BA, Psychology
Bergen Community College 2009 — 2010
Surgical Technology/Technologist
Scott Greenspan's Morgan Stanley Smith Barney Experience 2010 - 2012
Job financial advisor at UBS
Industry Financial Services
Experience
UBS Financial Svc Inc 2012 - Present
Morgan Stanley Smith Barney 2010 - 2012
Schwab Soundview Capital Markets 1996 - 2004
Princeton Securities 1995 - 1996
Olde Discount 1993 - 1994
Education
Binghamton University 1987 — 1991
Bachelor's degree, Economics
montville hs 1984 — 1987
UBS Financial Svc Inc 2012 - Present
Morgan Stanley Smith Barney 2010 - 2012
Schwab Soundview Capital Markets 1996 - 2004
Princeton Securities 1995 - 1996
Olde Discount 1993 - 1994
Education
Binghamton University 1987 — 1991
Bachelor's degree, Economics
montville hs 1984 — 1987
Kelly Spring's Morgan Stanley Smith Barney Experience 2002 - 2012
Job Supervisory Manager at J.P. Morgan Securities LLC
Industry Financial Services
Experience
J.P. Morgan Securities LLC October 2012 - September 2013
Morgan Stanley Smith Barney 2002 - 2012
UBS May 1999 - February 2002
Education
Bloomfield College
J.P. Morgan Securities LLC October 2012 - September 2013
Morgan Stanley Smith Barney 2002 - 2012
UBS May 1999 - February 2002
Education
Bloomfield College
Michael Rubeo's Morgan Stanley Smith Barney Experience 2008 - 2011
Job NonDiscretionary Advisory Product Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2011 - Present
Morgan Stanley Smith Barney 2008 - 2011
Education
Bentley College 2002 — 2006
BS, Finance
Dobbs Ferry High School
Merrill Lynch July 2011 - Present
Morgan Stanley Smith Barney 2008 - 2011
Education
Bentley College 2002 — 2006
BS, Finance
Dobbs Ferry High School
Alexander Mirkin's Morgan Stanley Smith Barney Experience June 2004 - February 2005
Job Independent Financial Services Professional
Industry Financial Services
Experience
Bed Bath & Beyond July 2007 - December 2010
Global Academic Publishing 2006 - 2006
Morgan Stanley Smith Barney June 2004 - February 2005
Skills
Forecasting, Financial Analysis, PowerPoint, Microsoft Excel, Access, Microsoft Word, Strategic Planning, Leadership, Operations Management, Inventory Management
Education
Binghamton University - School of Management 2003 — 2007
BS of Management Concentration in Finance, Finance, Management, Economics
Bed Bath & Beyond July 2007 - December 2010
Global Academic Publishing 2006 - 2006
Morgan Stanley Smith Barney June 2004 - February 2005
Skills
Forecasting, Financial Analysis, PowerPoint, Microsoft Excel, Access, Microsoft Word, Strategic Planning, Leadership, Operations Management, Inventory Management
Education
Binghamton University - School of Management 2003 — 2007
BS of Management Concentration in Finance, Finance, Management, Economics
sudhish aggarwal's Morgan Stanley Smith Barney Experience April 1988 - Present
Job senior portfolio manager at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 1988 - Present
Education
BITS Pilani
Bachelor of Science (BS), Mechanical Engineering
University of Washington
industrial eng
Morgan Stanley Smith Barney April 1988 - Present
Education
BITS Pilani
Bachelor of Science (BS), Mechanical Engineering
University of Washington
industrial eng
Joshua Stavis's Morgan Stanley Smith Barney Experience March 2012 - June 2012
Job Acquisitions Analyst at Hilco Real Estate
Industry Financial Services
Experience
Hilco Real Estate November 2013 - Present
GPS Capital Markets, Inc. March 2013 - October 2013
Oppenheimer & Co. September 2012 - December 2012
Genesis Management Group July 2012 - September 2012
Morgan Stanley Smith Barney March 2012 - June 2012
Groom Energy Solutions June 2011 - August 2011
J & L Liquor June 2009 - August 2010
North Coast Seafoods June 2008 - June 2008
North Coast Seafoods June 2007 - June 2007
Education
Bentley University 2009 — 2013
Bachelor of Science (BS), Economics and Finance
Bond University 2011 — 2011
Semester Abroad
Governor Dummer Academy 2005 — 2009
High School Diploma
Hillel
Hilco Real Estate November 2013 - Present
GPS Capital Markets, Inc. March 2013 - October 2013
Oppenheimer & Co. September 2012 - December 2012
Genesis Management Group July 2012 - September 2012
Morgan Stanley Smith Barney March 2012 - June 2012
Groom Energy Solutions June 2011 - August 2011
J & L Liquor June 2009 - August 2010
North Coast Seafoods June 2008 - June 2008
North Coast Seafoods June 2007 - June 2007
Education
Bentley University 2009 — 2013
Bachelor of Science (BS), Economics and Finance
Bond University 2011 — 2011
Semester Abroad
Governor Dummer Academy 2005 — 2009
High School Diploma
Hillel
Lisa Timmerman's Morgan Stanley Smith Barney Experience February 2007 - Present
Job Registered Marketing Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 2007 - Present
Morgan Stanley Smith Barney February 2007 - Present
UBS April 1999 - February 2007
UBS April 1999 - February 2007
UBS Financial Services January 1999 - January 2007
First Union National Bank January 1996 - January 1999
First Union National Bank January 1993 - January 1996
First Union National Bank January 1991 - January 1993
Skills
Series 7 license, Series 66 license, Life & Health Insurance..., Banking, FINRA, Series 7, Investments, Life Insurance, Series 63, Wealth Management, Mutual Funds, Asset Allocation, Retirement Planning, Finance, Investment Advisory
Education
Bergen Community College 1986 — 1989
Associates of Science, Business Administration
Bergen Community College
Associate of Science, Business Administration
Morgan Stanley Smith Barney February 2007 - Present
Morgan Stanley Smith Barney February 2007 - Present
UBS April 1999 - February 2007
UBS April 1999 - February 2007
UBS Financial Services January 1999 - January 2007
First Union National Bank January 1996 - January 1999
First Union National Bank January 1993 - January 1996
First Union National Bank January 1991 - January 1993
Skills
Series 7 license, Series 66 license, Life & Health Insurance..., Banking, FINRA, Series 7, Investments, Life Insurance, Series 63, Wealth Management, Mutual Funds, Asset Allocation, Retirement Planning, Finance, Investment Advisory
Education
Bergen Community College 1986 — 1989
Associates of Science, Business Administration
Bergen Community College
Associate of Science, Business Administration
Sue Doherty's Morgan Stanley Smith Barney Experience July 1986 - July 1995
Job Sr. Registered Client Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management November 2002 - Present
Hambrecht & Quist January 1996 - December 2001
Morgan Stanley Smith Barney July 1986 - July 1995
Skills
Series 7, Series 63, Bloomberg, Options, Bloomberg Terminal, Customer Service, Fixed Income, Securities, Investments, Equities
Education
Ulster Co Community College 1983 — 1986
A.S., Business Management
Bentley University
RBC Wealth Management November 2002 - Present
Hambrecht & Quist January 1996 - December 2001
Morgan Stanley Smith Barney July 1986 - July 1995
Skills
Series 7, Series 63, Bloomberg, Options, Bloomberg Terminal, Customer Service, Fixed Income, Securities, Investments, Equities
Education
Ulster Co Community College 1983 — 1986
A.S., Business Management
Bentley University
Peggy Wingert's Morgan Stanley Smith Barney Experience June 2012 - Present
Job Registered Client Sales Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2012 - Present
Wells Fargo Advisors November 1999 - Present
WELLS FARGO ADVISORS SOUTHERN REGIONAL OFFICE January 1999 - September 2011
READ, MARTIN January 1993 - January 1999
WHITE RABBIT, INC January 1991 - January 1993
SHERWIN WILLIAMS & COMPANY January 1975 - January 1991
National City Bank January 1972 - January 1975
Skills
Complex Calendar Mgmt., Event Planning, Problem Solving, Executive Travel..., Editing, Proofreading
Education
Berry College 1969 — 1972
BA, English
Morgan Stanley Smith Barney June 2012 - Present
Wells Fargo Advisors November 1999 - Present
WELLS FARGO ADVISORS SOUTHERN REGIONAL OFFICE January 1999 - September 2011
READ, MARTIN January 1993 - January 1999
WHITE RABBIT, INC January 1991 - January 1993
SHERWIN WILLIAMS & COMPANY January 1975 - January 1991
National City Bank January 1972 - January 1975
Skills
Complex Calendar Mgmt., Event Planning, Problem Solving, Executive Travel..., Editing, Proofreading
Education
Berry College 1969 — 1972
BA, English
Jason Allalouf's Morgan Stanley Smith Barney Experience June 2010 - Present
Job Capital One
Industry Financial Services
Experience
Capital One Commercial Banking June 2014 - Present
Morgan Stanley Smith Barney June 2010 - Present
Skills
Wealth Management, Microsoft Excel, Securities, Banking, Financial Services, Financial Analysis, Investments, Microsoft Office
Education
Binghamton University 2005 — 2008
BS, Financial Economics
Capital One Commercial Banking June 2014 - Present
Morgan Stanley Smith Barney June 2010 - Present
Skills
Wealth Management, Microsoft Excel, Securities, Banking, Financial Services, Financial Analysis, Investments, Microsoft Office
Education
Binghamton University 2005 — 2008
BS, Financial Economics
Derek Angus's Morgan Stanley Smith Barney Experience 2010 - Present
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2010 - Present
Merrill Lynch 2005 - 2010
Skills
Series 7, Uniform Combined State..., Retirement Planning, Wealth Management, Asset Allocation, Investment Advisory, Series 63, Series 65, Mutual Funds, 401k Rollovers, Investment Strategies, Saving for Education, Alternative Investments, Investments, Strategic Financial...
Education
Bentley College 1988 — 1992
Bachelor's of Science, Economics & Finance, 3.3
Masuk High School 1984 — 1988
Morgan Stanley Smith Barney 2010 - Present
Merrill Lynch 2005 - 2010
Skills
Series 7, Uniform Combined State..., Retirement Planning, Wealth Management, Asset Allocation, Investment Advisory, Series 63, Series 65, Mutual Funds, 401k Rollovers, Investment Strategies, Saving for Education, Alternative Investments, Investments, Strategic Financial...
Education
Bentley College 1988 — 1992
Bachelor's of Science, Economics & Finance, 3.3
Masuk High School 1984 — 1988
Serena Darden's Morgan Stanley Smith Barney Experience 2001 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2001 - 2012
Skills
•Office Management..., •Expense Reduction, •Policies & Procedures..., •Records Management, •Report & Document..., •Bookkeeping & Payroll, •Computer Operation, •Customer Service &..., •Word Processing &...
Education
Borough of Manhattan Community College
Business Administration and Management, General
Morgan Stanley Smith Barney 2001 - 2012
Skills
•Office Management..., •Expense Reduction, •Policies & Procedures..., •Records Management, •Report & Document..., •Bookkeeping & Payroll, •Computer Operation, •Customer Service &..., •Word Processing &...
Education
Borough of Manhattan Community College
Business Administration and Management, General
Freddy DelaRosa's Morgan Stanley Smith Barney Experience June 1992 - November 2004
Job CEO/President at DLR IT Consulting Services
Industry Information Technology and Services
Experience
DLR IT Consulting Services Computer Technical SpecialistCitiJanuary 2004 - May 2013
Morgan Stanley Smith Barney June 1992 - November 2004
Skills
Information Technology, Software Development, Database Design, Data Security
Education
Mercy College 2010 — 2012
Bachelor of Science (B.S.), Computer Information Systems
Borough of Manhattan Community College 1987 — 1992
Associate of Science (A.S.), Computer Science
DLR IT Consulting Services Computer Technical SpecialistCitiJanuary 2004 - May 2013
Morgan Stanley Smith Barney June 1992 - November 2004
Skills
Information Technology, Software Development, Database Design, Data Security
Education
Mercy College 2010 — 2012
Bachelor of Science (B.S.), Computer Information Systems
Borough of Manhattan Community College 1987 — 1992
Associate of Science (A.S.), Computer Science
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.