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
Dominick Santoro Dominick Santoro's Morgan Stanley Smith Barney Experience 2004 - March 2011
Job Registered Principal, Financial Advisor at LPL Financial (203) 4312224
Industry Investment Management
Experience
LPL Financial - 100 Danbury Rd. Ridgefield, CT 06877 (203)431-2224 dom.santoro@lpl.com February 2011 - Present
Morgan Stanley Smith Barney 2004 - March 2011
Dictaphone 2004 - 2004
Pepsi Bottling Group 1995 - 2003
Coldwell Banker Relocation Services 1989 - 1994
Skills
Investments, Strategic Financial..., Retirement Planning, Portfolio Management, Finance, Estate Planning, Investment Strategies, Financial Planning, 401k, 401k Rollovers, Wealth, Long-term Care, Corporate Finance, Retirement Savings, Asset Management, Investment Advisory, Life Insurance, Wealth Management...
Education
The University of Connecticut 2000 — 2003
MBA, Finance and Accounting
The University of Connecticut 1985 — 1989
Finance, Investments, corporate finance
LPL Financial - 100 Danbury Rd. Ridgefield, CT 06877 (203)431-2224 dom.santoro@lpl.com February 2011 - Present
Morgan Stanley Smith Barney 2004 - March 2011
Dictaphone 2004 - 2004
Pepsi Bottling Group 1995 - 2003
Coldwell Banker Relocation Services 1989 - 1994
Skills
Investments, Strategic Financial..., Retirement Planning, Portfolio Management, Finance, Estate Planning, Investment Strategies, Financial Planning, 401k, 401k Rollovers, Wealth, Long-term Care, Corporate Finance, Retirement Savings, Asset Management, Investment Advisory, Life Insurance, Wealth Management...
Education
The University of Connecticut 2000 — 2003
MBA, Finance and Accounting
The University of Connecticut 1985 — 1989
Finance, Investments, corporate finance
Brian Kentfield Brian Kentfield's Morgan Stanley Smith Barney Experience December 2010 - January 2011
Job Internal Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments September 2015 - Present
Nuveen Investments October 2013 - August 2015
Nuveen Investments June 2013 - September 2013
Morgan Stanley June 2011 - August 2011
Morgan Stanley Smith Barney December 2010 - January 2011
Morgan Stanley Smith Barney October 2007 - March 2008
Skills
Microsoft Office, Microsoft Excel, Google Analytics, Google Adwords, Brand Management, Global Marketing, Website Optimization, SEM, SEO, Finance, Social Media Marketing, Sales, Public Speaking, Facebook, PowerPoint, Accounting, Strategic Financial..., Marketing
Education
University of Dayton 2008 — 2012
Bachelor of Arts (B.A.), Communication Management, Minor in Marketing
Garden City High School 2004 — 2008
Nuveen Investments September 2015 - Present
Nuveen Investments October 2013 - August 2015
Nuveen Investments June 2013 - September 2013
Morgan Stanley June 2011 - August 2011
Morgan Stanley Smith Barney December 2010 - January 2011
Morgan Stanley Smith Barney October 2007 - March 2008
Skills
Microsoft Office, Microsoft Excel, Google Analytics, Google Adwords, Brand Management, Global Marketing, Website Optimization, SEM, SEO, Finance, Social Media Marketing, Sales, Public Speaking, Facebook, PowerPoint, Accounting, Strategic Financial..., Marketing
Education
University of Dayton 2008 — 2012
Bachelor of Arts (B.A.), Communication Management, Minor in Marketing
Garden City High School 2004 — 2008
Bob Monte Bob Monte's Morgan Stanley Smith Barney Experience July 1991 - June 2009
Job Investment Manager/Senior Wealth Adviser
Industry Financial Services
Experience
Monte Financial Group LLC June 2009 - Present
Morgan Stanley Smith Barney July 1991 - June 2009
Dean Witter May 1988 - July 1991
Paine Webber April 1984 - May 1988
Northwestern Mutual January 1982 - April 1984
Skills
Wealth Management..., Investment Advisory, Portfolio Management, Charitable Gift Planning, Needs Assessment, Retirement Advisory, Financial Needs, Portfolio Development, Portfolio Analytics, Wealth Management...
Education
The University of Connecticut
Bachelor of Arts (B.A.), Economics
Monte Financial Group LLC June 2009 - Present
Morgan Stanley Smith Barney July 1991 - June 2009
Dean Witter May 1988 - July 1991
Paine Webber April 1984 - May 1988
Northwestern Mutual January 1982 - April 1984
Skills
Wealth Management..., Investment Advisory, Portfolio Management, Charitable Gift Planning, Needs Assessment, Retirement Advisory, Financial Needs, Portfolio Development, Portfolio Analytics, Wealth Management...
Education
The University of Connecticut
Bachelor of Arts (B.A.), Economics
Nicholas Patino Nicholas Patino's Morgan Stanley Smith Barney Experience March 2005 - October 2006
Job Vice President Brickell Global Advisory / Brickell Global Markets / Brickell Bank
Industry Financial Services
Experience
Brickell Global Advisory / Brickell Global Markets / Brickell Bank November 2013 - Present
Loyola Asset Management October 2006 - November 2013
Western International Securities 2006 - November 2013
Morgan Stanley Smith Barney March 2005 - October 2006
Skills
Financial Analysis, Financial Planning, Investments, Portfolio Management, Retirement Planning, Insurance, Securities, Annuities, Risk Management, Equities, Asset Management, Financial Modeling, Asset Allocation, Series 7, Series 24, Alternative Investments, Asset Managment, Finance, Investment Advisory, Strategic Financial..., Wealth Management
Education
University of Florida 2000 — 2004
BSBA, Economics
Belen Jesuit Preparatory 1996 — 2000
Brickell Global Advisory / Brickell Global Markets / Brickell Bank November 2013 - Present
Loyola Asset Management October 2006 - November 2013
Western International Securities 2006 - November 2013
Morgan Stanley Smith Barney March 2005 - October 2006
Skills
Financial Analysis, Financial Planning, Investments, Portfolio Management, Retirement Planning, Insurance, Securities, Annuities, Risk Management, Equities, Asset Management, Financial Modeling, Asset Allocation, Series 7, Series 24, Alternative Investments, Asset Managment, Finance, Investment Advisory, Strategic Financial..., Wealth Management
Education
University of Florida 2000 — 2004
BSBA, Economics
Belen Jesuit Preparatory 1996 — 2000
Annie Shidler Annie Shidler's Morgan Stanley Smith Barney Experience May 2012 - July 2014
Job Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management June 2015 - Present
Morgan Stanley Smith Barney May 2012 - July 2014
Education
University of Florida
UBS Wealth Management June 2015 - Present
Morgan Stanley Smith Barney May 2012 - July 2014
Education
University of Florida
Peter Allis Peter Allis's Morgan Stanley Smith Barney Experience February 2009 - November 2011
Job Success Coach at Firepoint Solutions LLC
Industry Financial Services
Experience
Firepoint Solutions LLC February 2014 - Present
Morgan Stanley Smith Barney February 2009 - November 2011
UBS Wealth Management December 2000 - February 2009
RBC Wealth Management September 1982 - December 2000
Skills
Microsoft Word, Customer Service, English, Windows, Outlook, Teaching, Public Speaking, Financial Analysis, Leadership
Education
University of Colorado at Boulder 1974 — 1976
Bachelor of Science (BS), Commercial Recreation
University of Oregon 1972 — 1974
N/A
Firepoint Solutions LLC February 2014 - Present
Morgan Stanley Smith Barney February 2009 - November 2011
UBS Wealth Management December 2000 - February 2009
RBC Wealth Management September 1982 - December 2000
Skills
Microsoft Word, Customer Service, English, Windows, Outlook, Teaching, Public Speaking, Financial Analysis, Leadership
Education
University of Colorado at Boulder 1974 — 1976
Bachelor of Science (BS), Commercial Recreation
University of Oregon 1972 — 1974
N/A
Carolyn McIver Carolyn McIver's Morgan Stanley Smith Barney Experience February 1996 - September 1998
Job Business Service Manager at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley March 2015 - Present
Morgan Stanley March 2011 - March 2015
TEG Partners, UBS, Detwiler Fenton Investment Management 2008 - August 2011
Parrott Equine Associates February 1991 - June 2006
Morgan Stanley Smith Barney February 1996 - September 1998
Skills
Asset Allocation, Series 7, Wealth Management, Alternative Investments, Investments, Retirement Planning, Portfolio Management, Fixed Income, Asset Management, Securities, Mutual Funds, Investment Strategies, Equities, Investment Advisory, Series 66, MA Health & Life, Financial Planning
Education
University of Florida
BS, Business Administration
Morgan Stanley March 2015 - Present
Morgan Stanley March 2011 - March 2015
TEG Partners, UBS, Detwiler Fenton Investment Management 2008 - August 2011
Parrott Equine Associates February 1991 - June 2006
Morgan Stanley Smith Barney February 1996 - September 1998
Skills
Asset Allocation, Series 7, Wealth Management, Alternative Investments, Investments, Retirement Planning, Portfolio Management, Fixed Income, Asset Management, Securities, Mutual Funds, Investment Strategies, Equities, Investment Advisory, Series 66, MA Health & Life, Financial Planning
Education
University of Florida
BS, Business Administration
Peter Stravino Peter Stravino's Morgan Stanley Smith Barney Experience July 2007 - August 2007
Job
Industry Financial Services
Experience
Bloomin' Brands, Inc. December 2014 - Present
Bloomin' Brands, Inc. November 2012 - December 2014
Ernst & Young May 2009 - November 2012
Wachovia, A Wells Fargo Company July 2008 - May 2009
Morgan Stanley Smith Barney July 2007 - August 2007
Skills
SEC filings, Sarbanes-Oxley Act, Auditing, Accounting, Internal Controls, Financial Reporting, GAAP, US GAAP, Financial Analysis, CPA, Financial Accounting, Assurance, Forecasting, Variance Analysis, Management, Financial Statements, Leadership, Finance, Consolidation, Financial Forecasting, External Audit, Sarbanes-Oxley, Big 4, Banking, Financial Modeling, Essbase, Strategic Financial..., Due Diligence, Financial Statement...
Education
University of Notre Dame - Mendoza College of Business 2009 — 2010
M.S., Accountancy
University of Florida - Warrington College Of Business 2004 — 2008
B.S.B.A, Finance, Entepreneurship
Bloomin' Brands, Inc. December 2014 - Present
Bloomin' Brands, Inc. November 2012 - December 2014
Ernst & Young May 2009 - November 2012
Wachovia, A Wells Fargo Company July 2008 - May 2009
Morgan Stanley Smith Barney July 2007 - August 2007
Skills
SEC filings, Sarbanes-Oxley Act, Auditing, Accounting, Internal Controls, Financial Reporting, GAAP, US GAAP, Financial Analysis, CPA, Financial Accounting, Assurance, Forecasting, Variance Analysis, Management, Financial Statements, Leadership, Finance, Consolidation, Financial Forecasting, External Audit, Sarbanes-Oxley, Big 4, Banking, Financial Modeling, Essbase, Strategic Financial..., Due Diligence, Financial Statement...
Education
University of Notre Dame - Mendoza College of Business 2009 — 2010
M.S., Accountancy
University of Florida - Warrington College Of Business 2004 — 2008
B.S.B.A, Finance, Entepreneurship
Alison duPont Alison duPont's Morgan Stanley Smith Barney Experience June 2009 - November 2010
Job Senior Institutional Marketing Manager
Industry Investment Management
Experience
Aberdeen Asset Management November 2014 - Present
Aberdeen Asset Management February 2011 - November 2014
Morgan Stanley Smith Barney June 2009 - November 2010
Citi Smith Barney October 1996 - June 2009
SMITH BARNEY January 2001 - January 2002
Citi January 1999 - January 2001
SMITH BARNEY January 1996 - January 1997
PNC BANK January 1986 - January 1994
Skills
Pensions, Public Speaking, Research, Series 7, Alternative Investments, Mutual Funds, Asset Allocation, Investment Strategies, Asset Managment, Portfolio Management, Investments, Retirement Planning, Financial Advisory, Asset Management, Investment Management, Wealth Management, ETFs
Education
University of Delaware 1978 — 1981
B.A., Languages & Literature
West Chester University of Pennsylvania 1993 — 1996
M.A., Communication Studies
Aberdeen Asset Management November 2014 - Present
Aberdeen Asset Management February 2011 - November 2014
Morgan Stanley Smith Barney June 2009 - November 2010
Citi Smith Barney October 1996 - June 2009
SMITH BARNEY January 2001 - January 2002
Citi January 1999 - January 2001
SMITH BARNEY January 1996 - January 1997
PNC BANK January 1986 - January 1994
Skills
Pensions, Public Speaking, Research, Series 7, Alternative Investments, Mutual Funds, Asset Allocation, Investment Strategies, Asset Managment, Portfolio Management, Investments, Retirement Planning, Financial Advisory, Asset Management, Investment Management, Wealth Management, ETFs
Education
University of Delaware 1978 — 1981
B.A., Languages & Literature
West Chester University of Pennsylvania 1993 — 1996
M.A., Communication Studies
Jim Durham Jim Durham's Morgan Stanley Smith Barney Experience August 2010 - September 2010
Job Fixed Income Trading Associate at Neuberger Berman
Industry Capital Markets
Experience
Neuberger Berman April 2012 - Present
Neuberger Berman October 2011 - April 2012
CBOE July 2011 - August 2011
Sigma Phi Epsilon Fraternity December 2009 - November 2010
Morgan Stanley Smith Barney August 2010 - September 2010
Glendon Bar and Kitchen May 2010 - August 2010
The Everest Group January 2010 - May 2010
Skills
Series 7, Series 66
Education
University of Dayton 2007 — 2011
BA, Finance and Entrepreneurship
Loyola Academy 2004 — 2007
Neuberger Berman April 2012 - Present
Neuberger Berman October 2011 - April 2012
CBOE July 2011 - August 2011
Sigma Phi Epsilon Fraternity December 2009 - November 2010
Morgan Stanley Smith Barney August 2010 - September 2010
Glendon Bar and Kitchen May 2010 - August 2010
The Everest Group January 2010 - May 2010
Skills
Series 7, Series 66
Education
University of Dayton 2007 — 2011
BA, Finance and Entrepreneurship
Loyola Academy 2004 — 2007
Michele Hanna Michele Hanna's Morgan Stanley Smith Barney Experience November 2007 - January 2010
Job First Vice President
Industry Financial Services
Experience
Morgan Stanley January 2010 - Present
Morgan Stanley - Smith Barney November 2007 - January 2010
Morgan Stanley - Smith Barney July 2000 - November 2007
Morgan Stanley - Smith Barney September 1998 - July 2000
Morgan Stanley - Smith Barney September 1995 - September 1998
Education
University of Colorado Boulder
Morgan Stanley January 2010 - Present
Morgan Stanley - Smith Barney November 2007 - January 2010
Morgan Stanley - Smith Barney July 2000 - November 2007
Morgan Stanley - Smith Barney September 1998 - July 2000
Morgan Stanley - Smith Barney September 1995 - September 1998
Education
University of Colorado Boulder
Arik King Arik King's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Change Management Consultant for Complex Software Implementations
Industry Management Consulting
Experience
Accenture October 2010 - Present
CXO January 2010 - June 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Management Consulting, Project Management, Cross-functional Team..., Client Relationship..., Training Program..., Reporting Metrics, Project Lifecycle..., Finance, Analysis, Valuation, Management, Portfolio Management, Financial Modeling, Financial Analysis, Data Analysis, Business Process..., Strategy, Business Analysis, Corporate Finance, Business Strategy
Education
University of Colorado at Boulder - Leeds School of Business 2006 — 2010
Bachelor of Science in Business Administration, Finance
Accenture October 2010 - Present
CXO January 2010 - June 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Management Consulting, Project Management, Cross-functional Team..., Client Relationship..., Training Program..., Reporting Metrics, Project Lifecycle..., Finance, Analysis, Valuation, Management, Portfolio Management, Financial Modeling, Financial Analysis, Data Analysis, Business Process..., Strategy, Business Analysis, Corporate Finance, Business Strategy
Education
University of Colorado at Boulder - Leeds School of Business 2006 — 2010
Bachelor of Science in Business Administration, Finance
Peter Llanes Peter Llanes's Morgan Stanley Smith Barney Experience June 2001 - October 2013
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2013 - Present
Morgan Stanley Smith Barney June 2001 - October 2013
DuPont May 1979 - September 2000
Education
University of Florida 1976 — 1979
Master of Engineering (MEng), Chemical Engineering
University of South Florida 1974 — 1976
Bachelor's degree, Chemistry
Ameriprise Financial Services, Inc. October 2013 - Present
Morgan Stanley Smith Barney June 2001 - October 2013
DuPont May 1979 - September 2000
Education
University of Florida 1976 — 1979
Master of Engineering (MEng), Chemical Engineering
University of South Florida 1974 — 1976
Bachelor's degree, Chemistry
James Hendershot James Hendershot's Morgan Stanley Smith Barney Experience 2003 - 2003
Job Manager of Global Financial Planning & Analysis at Alvogen
Industry Pharmaceuticals
Experience
Alvogen June 2014 - Present
New Jersey Boys State Foundation June 2011 - Present
American Legion Jersey Boys' State 2004 - Present
PricewaterhouseCoopers June 2006 - June 2014
Morgan Stanley Smith Barney 2003 - 2003
Skills
M&A due diligence, Accounting, Business and Financial..., Collaborative Working, Financial Transactions, Big 4, Financial Analysis, Information Technology, Due Diligence, Financial Reporting, Venture Capital, Collaborative..., Financial Accounting, Auditing, Finance, Portfolio Management, Private Equity, US GAAP
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Delaware 2002 — 2006
BS - Business Administration, Accounting, Finance, International Business
University of Delaware - Lerner College of Business and Economics 2002 — 2006
BS, Accounting, Finance, International Business
West Morris Central High School 1998 — 2002
Alvogen June 2014 - Present
New Jersey Boys State Foundation June 2011 - Present
American Legion Jersey Boys' State 2004 - Present
PricewaterhouseCoopers June 2006 - June 2014
Morgan Stanley Smith Barney 2003 - 2003
Skills
M&A due diligence, Accounting, Business and Financial..., Collaborative Working, Financial Transactions, Big 4, Financial Analysis, Information Technology, Due Diligence, Financial Reporting, Venture Capital, Collaborative..., Financial Accounting, Auditing, Finance, Portfolio Management, Private Equity, US GAAP
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Delaware 2002 — 2006
BS - Business Administration, Accounting, Finance, International Business
University of Delaware - Lerner College of Business and Economics 2002 — 2006
BS, Accounting, Finance, International Business
West Morris Central High School 1998 — 2002
Steve Eckhardt Steve Eckhardt's Morgan Stanley Smith Barney Experience January 1992 - January 1998
Job Financial Consultant at Hines Warner Wealth Management
Industry Financial Services
Experience
Hines Warner Wealth Management January 2008 - Present
Raymond James & Associates, Inc January 1998 - May 2008
Morgan Stanley Smith Barney January 1992 - January 1998
Skills
Uniform Combined State..., Series 7, Wealth Management, Retirement Planning, Investment Advisory, Series 63, Financial Advisory, Series 65, Mutual Funds, Investment Strategies, Asset Allocation, Retirement
Education
University of Colorado Boulder - Leeds School of Business 1982 — 1986
BS, International Business
Oregon Episcopal Private School 1969 — 1982
Hines Warner Wealth Management January 2008 - Present
Raymond James & Associates, Inc January 1998 - May 2008
Morgan Stanley Smith Barney January 1992 - January 1998
Skills
Uniform Combined State..., Series 7, Wealth Management, Retirement Planning, Investment Advisory, Series 63, Financial Advisory, Series 65, Mutual Funds, Investment Strategies, Asset Allocation, Retirement
Education
University of Colorado Boulder - Leeds School of Business 1982 — 1986
BS, International Business
Oregon Episcopal Private School 1969 — 1982
Connor Fitzgerald Connor Fitzgerald's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Internal Client Advisor at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2015 - Present
Lord, Abbett & Co. LLC July 2013 - February 2015
University of Delaware September 2012 - May 2013
Garnet Capital Advisors June 2012 - September 2012
Morgan Stanley Smith Barney June 2011 - August 2011
All-American Landscaping June 2008 - August 2011
Skills
Microsoft Excel, Microsoft Office, Financial Modeling, Investments, Sales, Financial Analysis, Valuation, PowerPoint, Credit Analysis, Portfolio Management, Microsoft Word, Credit, Loans, Social Media, Corporate Finance, Customer Service, Economics, Account Management, Selling, Bloomberg, Bloomberg Terminal, Facebook, Leadership
Education
University of Delaware 2012 — 2013
Master's degree, Finance, General, 3.5
University of Delaware 2008 — 2012
Bachelor of Science (B.S.), Finance, General
J.P. Morgan March 2015 - Present
Lord, Abbett & Co. LLC July 2013 - February 2015
University of Delaware September 2012 - May 2013
Garnet Capital Advisors June 2012 - September 2012
Morgan Stanley Smith Barney June 2011 - August 2011
All-American Landscaping June 2008 - August 2011
Skills
Microsoft Excel, Microsoft Office, Financial Modeling, Investments, Sales, Financial Analysis, Valuation, PowerPoint, Credit Analysis, Portfolio Management, Microsoft Word, Credit, Loans, Social Media, Corporate Finance, Customer Service, Economics, Account Management, Selling, Bloomberg, Bloomberg Terminal, Facebook, Leadership
Education
University of Delaware 2012 — 2013
Master's degree, Finance, General, 3.5
University of Delaware 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Jordan Scaduto's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job Talent Agent Trainee at Agency For The Performing Arts
Industry Entertainment
Experience
Fox Searchlight Pictures June 2015 - Present
Agency For The Performing Arts March 2014 - April 2015
Intellectual Artists Management November 2013 - March 2014
LBU Inc. 2010 - October 2013
Merrill Lynch June 2010 - September 2012
University of Delaware June 2009 - June 2011
adMarketplace July 2010 - August 2010
Morgan Stanley Smith Barney June 2010 - August 2010
LBU INC May 2010 - June 2010
Skills
Bloomberg, PowerPoint, Microsoft Excel, Microsoft Office, Economics, Facebook, Social Media, Microsoft Word, Data Analysis, Financial Analysis
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2012
Bachelor of Science, Finance, International Business
Northern Valley Regional High School at Old Tappan 2004 — 2008
Fox Searchlight Pictures June 2015 - Present
Agency For The Performing Arts March 2014 - April 2015
Intellectual Artists Management November 2013 - March 2014
LBU Inc. 2010 - October 2013
Merrill Lynch June 2010 - September 2012
University of Delaware June 2009 - June 2011
adMarketplace July 2010 - August 2010
Morgan Stanley Smith Barney June 2010 - August 2010
LBU INC May 2010 - June 2010
Skills
Bloomberg, PowerPoint, Microsoft Excel, Microsoft Office, Economics, Facebook, Social Media, Microsoft Word, Data Analysis, Financial Analysis
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2012
Bachelor of Science, Finance, International Business
Northern Valley Regional High School at Old Tappan 2004 — 2008
Mathias Salamon Mathias Salamon's Morgan Stanley Smith Barney Experience March 2010 - March 2011
Job Associate Portfolio Manager
Industry Venture Capital & Private Equity
Experience
Bayview Asset Management, LLC July 2013 - Present
T3 Capital Management, LLC. March 2011 - September 2012
Morgan Stanley Smith Barney March 2010 - March 2011
Assent, LLC. June 2008 - March 2010
Trillium Trading, LLC. September 2005 - June 2008
Skills
Equities, Investments, Portfolio Management, Trading, Alternative Investments, Asset Management, Hedge Funds
Education
University of Florida 1997 — 2001
Bachelor of Science in Business Administration, Finance and Management
Bayview Asset Management, LLC July 2013 - Present
T3 Capital Management, LLC. March 2011 - September 2012
Morgan Stanley Smith Barney March 2010 - March 2011
Assent, LLC. June 2008 - March 2010
Trillium Trading, LLC. September 2005 - June 2008
Skills
Equities, Investments, Portfolio Management, Trading, Alternative Investments, Asset Management, Hedge Funds
Education
University of Florida 1997 — 2001
Bachelor of Science in Business Administration, Finance and Management
Mary Strickland, CFP Mary Strickland, CFP's Morgan Stanley Smith Barney Experience August 1994 - October 2009
Job Financial Planner, VP, R.W. Baird, Women and Money, SRI investing, World Explorer
Industry Financial Services
Experience
Robert W. Baird & Co. October 2009 - Present
Morgan Stanley Smith Barney August 1994 - October 2009
Wisconsin Dept. of Commerce 1984 - 1994
Skills
Retirement Planning, Socially Responsible..., Women investors, Public Speaking, Strategic Planning, Finance, Investments, Financial Planning, Retirement, Nonprofits, Fundraising, Management, Leadership
Education
University of Dayton
BA, Political Science
University of Wisconsin-Madison
MBA, Finance
Robert W. Baird & Co. October 2009 - Present
Morgan Stanley Smith Barney August 1994 - October 2009
Wisconsin Dept. of Commerce 1984 - 1994
Skills
Retirement Planning, Socially Responsible..., Women investors, Public Speaking, Strategic Planning, Finance, Investments, Financial Planning, Retirement, Nonprofits, Fundraising, Management, Leadership
Education
University of Dayton
BA, Political Science
University of Wisconsin-Madison
MBA, Finance
Luke Schmidt's Morgan Stanley Smith Barney Experience May 2010 - August 2010
Job Online Banking Analyst at First Republic Bank
Industry Banking
Experience
First Republic Bank June 2014 - Present
Green Bench Brewing Company August 2013 - June 2014
Tech Data June 2012 - October 2013
University Athletic Association - University of Florida August 2011 - May 2012
Franklin Templeton Investments May 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - August 2010
Tampa Bay Rays May 2009 - August 2009
Skills
PowerPoint, Customer Service, Outlook, Word, Excel, Archtics, SharePoint, Cold Calling, Ticket Sales, Customer Relations
Education
University of Florida - Warrington College Of Business 2008 — 2012
Bachelor of Science, Business Management
St. Petersburg Catholic High School 2004 — 2008
First Republic Bank June 2014 - Present
Green Bench Brewing Company August 2013 - June 2014
Tech Data June 2012 - October 2013
University Athletic Association - University of Florida August 2011 - May 2012
Franklin Templeton Investments May 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - August 2010
Tampa Bay Rays May 2009 - August 2009
Skills
PowerPoint, Customer Service, Outlook, Word, Excel, Archtics, SharePoint, Cold Calling, Ticket Sales, Customer Relations
Education
University of Florida - Warrington College Of Business 2008 — 2012
Bachelor of Science, Business Management
St. Petersburg Catholic High School 2004 — 2008
Scott Barlow CFP® Scott Barlow CFP®'s Morgan Stanley Smith Barney Experience April 2009 - November 2012
Job Vice PresidentInvestment Executive at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities December 2014 - Present
PNC Investments November 2012 - December 2014
Morgan Stanley Smith Barney April 2009 - November 2012
SunTrust Bank 2003 - 2009
AmSouth Bank July 2002 - October 2003
Merrill Lynch October 1999 - July 2002
Prudential Securities July 1997 - October 1999
Education
University of Florida - Warrington College Of Business 1993 — 1997
BABA, Management, Mass Communications
NEHI
Fifth Third Securities December 2014 - Present
PNC Investments November 2012 - December 2014
Morgan Stanley Smith Barney April 2009 - November 2012
SunTrust Bank 2003 - 2009
AmSouth Bank July 2002 - October 2003
Merrill Lynch October 1999 - July 2002
Prudential Securities July 1997 - October 1999
Education
University of Florida - Warrington College Of Business 1993 — 1997
BABA, Management, Mass Communications
NEHI
Graham Pearce, CFA, CIMA Graham Pearce, CFA, CIMA's Morgan Stanley Smith Barney Experience 2003 - 2010
Job Vestra Financial Group President, CEO
Industry Financial Services
Experience
Vestra Financial Group LLC 2010 - Present
Morgan Stanley Smith Barney 2003 - 2010
Merrill Lynch 1988 - 2003
Education
University of Colorado at Colorado Springs 1985 — 1987
Bachelor of Science, Business
Vestra Financial Group LLC 2010 - Present
Morgan Stanley Smith Barney 2003 - 2010
Merrill Lynch 1988 - 2003
Education
University of Colorado at Colorado Springs 1985 — 1987
Bachelor of Science, Business
Katherine McCall Katherine McCall's Morgan Stanley Smith Barney Experience October 2010 - December 2011
Job Senior Financial Analyst at Tiffany & Company
Industry Financial Services
Experience
Tiffany & Company November 2014 - Present
Random House July 2013 - November 2014
Random House January 2012 - July 2013
Morgan Stanley Smith Barney October 2010 - December 2011
Skills
Financial Analysis, Social Media, Microsoft Office, Business Objects, Access, Financial Modeling, Microsoft Excel, Strategic Financial..., Account Management, PowerPoint, Salesforce.com
Education
University of Delaware 2006 — 2010
Bachelor of Science, Finance
Tiffany & Company November 2014 - Present
Random House July 2013 - November 2014
Random House January 2012 - July 2013
Morgan Stanley Smith Barney October 2010 - December 2011
Skills
Financial Analysis, Social Media, Microsoft Office, Business Objects, Access, Financial Modeling, Microsoft Excel, Strategic Financial..., Account Management, PowerPoint, Salesforce.com
Education
University of Delaware 2006 — 2010
Bachelor of Science, Finance
Brian Fink, CFP® Brian Fink, CFP®'s Morgan Stanley Smith Barney Experience December 2009 - December 2011
Job Vice President/Private Wealth Advisor at U.S. Trust
Industry Capital Markets
Experience
U.S. Trust December 2014 - Present
Pacilio Wealth Management December 2011 - November 2014
Morgan Stanley Smith Barney December 2009 - December 2011
Merrill Lynch September 2007 - December 2009
Skills
Alternative Investments, Portfolio Management, Private Banking, Wealth Accumulation..., Wealth Preservation..., Multi-generational..., Strategic Financial..., Risk Management, Trading, Asset Allocation, Fixed Income, Finance
Education
The University of Connecticut 2003 — 2007
U.S. Trust December 2014 - Present
Pacilio Wealth Management December 2011 - November 2014
Morgan Stanley Smith Barney December 2009 - December 2011
Merrill Lynch September 2007 - December 2009
Skills
Alternative Investments, Portfolio Management, Private Banking, Wealth Accumulation..., Wealth Preservation..., Multi-generational..., Strategic Financial..., Risk Management, Trading, Asset Allocation, Fixed Income, Finance
Education
The University of Connecticut 2003 — 2007
Hunter Marshall, CFP® Hunter Marshall, CFP®'s Morgan Stanley Smith Barney Experience November 2009 - October 2011
Job Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC April 2015 - Present
PNC April 2013 - April 2015
Merrill Lynch October 2011 - April 2013
Morgan Stanley Smith Barney November 2009 - October 2011
Cook Wealth Management Group November 2007 - October 2009
BB&T December 2005 - November 2007
AXA Advisors, LLC August 2004 - November 2005
Denver Church of Christ July 1999 - July 2004
Education
University of Colorado Denver 1995 — 1998
Bachelor of Science, Mechanical Engineering
PNC April 2015 - Present
PNC April 2013 - April 2015
Merrill Lynch October 2011 - April 2013
Morgan Stanley Smith Barney November 2009 - October 2011
Cook Wealth Management Group November 2007 - October 2009
BB&T December 2005 - November 2007
AXA Advisors, LLC August 2004 - November 2005
Denver Church of Christ July 1999 - July 2004
Education
University of Colorado Denver 1995 — 1998
Bachelor of Science, Mechanical Engineering
Thomas Talty Thomas Talty's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Paraeducator at THRIVE Academy
Industry Primary/Secondary Education
Experience
THRIVE Academy December 2013 - Present
Elsevier December 2012 - December 2013
ZocDoc 2011 - 2012
Medix Staffing Solutions June 2010 - November 2010
StudentCity.com June 2009 - May 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Customer Service, Sales, Microsoft Office, Leadership, Italian, Cold Calling, Salesforce.com, Account Management, Sales Process, Social Networking, Social Media, Sales Presentations, Management, Team Leadership, Strategy, Business Development, Recruiting, CRM, Business Strategy
Education
The University of Connecticut 2006 — 2011
BS, Economics
THRIVE Academy December 2013 - Present
Elsevier December 2012 - December 2013
ZocDoc 2011 - 2012
Medix Staffing Solutions June 2010 - November 2010
StudentCity.com June 2009 - May 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Customer Service, Sales, Microsoft Office, Leadership, Italian, Cold Calling, Salesforce.com, Account Management, Sales Process, Social Networking, Social Media, Sales Presentations, Management, Team Leadership, Strategy, Business Development, Recruiting, CRM, Business Strategy
Education
The University of Connecticut 2006 — 2011
BS, Economics
Michael Canaan's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Sales and Event Coordinator at International Tennis Hall of Fame and Museum
Industry Sports
Experience
International Tennis Hall of Fame and Museum January 2014 - Present
Providence Sports + Entertainment July 2013 - October 2013
Providence Sports + Entertainment May 2013 - July 2013
Boston Celtics September 2012 - January 2013
Octagon June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
WJ Canaan Inc. April 2002 - May 2011
YMCA of Greater Providence January 2007 - August 2009
Skills
PowerPoint, Facebook, Microsoft Office, Social Media, Event Planning, Microsoft Word, Microsoft Excel, Social Networking, Public Speaking, Customer Service, Event Management, Social Media Marketing
Education
The University of Connecticut 2009 — 2013
Bachelor of Arts, Economics, Business Management, Sports Marketing
International Tennis Hall of Fame and Museum January 2014 - Present
Providence Sports + Entertainment July 2013 - October 2013
Providence Sports + Entertainment May 2013 - July 2013
Boston Celtics September 2012 - January 2013
Octagon June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
WJ Canaan Inc. April 2002 - May 2011
YMCA of Greater Providence January 2007 - August 2009
Skills
PowerPoint, Facebook, Microsoft Office, Social Media, Event Planning, Microsoft Word, Microsoft Excel, Social Networking, Public Speaking, Customer Service, Event Management, Social Media Marketing
Education
The University of Connecticut 2009 — 2013
Bachelor of Arts, Economics, Business Management, Sports Marketing
Steven Teller's Morgan Stanley Smith Barney Experience June 2011 - July 2012
Job Associate at BlackRock
Industry Financial Services
Experience
BlackRock October 2013 - Present
J.P. Morgan March 2013 - October 2013
Morgan Stanley Wealth Management July 2012 - March 2013
Morgan Stanley Smith Barney June 2011 - July 2012
Morgan Stanley Smith Barney May 2011 - July 2012
Bank of America June 2010 - May 2011
Bank of America September 2009 - June 2010
Bank of America May 2009 - September 2009
Bank of America September 2008 - May 2009
Skills
Equities, Fixed Income, Trading, Financial Services, Derivatives, Bonds, Trading Systems, Options, Corporate Actions, ETFs, Microsoft Office, Microsoft Excel, Portfolio Management, Asset Allocation, Hedge Funds, Risk Management, Fund Accounting, Customer Service, Credit Derivatives, Finance, Settlement, Securities, Equity Trading, Report Generation, Data Acquisition, Accounts Receivable, Billing, Invoice Processing, Developing Client..., Client Services, Collateral Management, System Integration..., Futures, Forwards, FX Option, Credit Analysis, Credit Cards, Lines Of Credit, Total Return Swaps, Credit Default Swaps, Index Funds, Clearing Houses, Operational Due..., Capital Markets, Middle Office, FX Options, Account Reconciliation, SQL, Trade Routing, BlackRock Query Language
Education
Wilmington University 2011 — 2015
Master of Business Administration (MBA), Finance and Managment Information Systems
Wilmington University 2005 — 2008
Marketing, Business, Management, Marketing, and Related Support Services
University of Delaware 2002 — 2005
Bachelors of Science in Marketing, Business Administration and Management, General
BlackRock October 2013 - Present
J.P. Morgan March 2013 - October 2013
Morgan Stanley Wealth Management July 2012 - March 2013
Morgan Stanley Smith Barney June 2011 - July 2012
Morgan Stanley Smith Barney May 2011 - July 2012
Bank of America June 2010 - May 2011
Bank of America September 2009 - June 2010
Bank of America May 2009 - September 2009
Bank of America September 2008 - May 2009
Skills
Equities, Fixed Income, Trading, Financial Services, Derivatives, Bonds, Trading Systems, Options, Corporate Actions, ETFs, Microsoft Office, Microsoft Excel, Portfolio Management, Asset Allocation, Hedge Funds, Risk Management, Fund Accounting, Customer Service, Credit Derivatives, Finance, Settlement, Securities, Equity Trading, Report Generation, Data Acquisition, Accounts Receivable, Billing, Invoice Processing, Developing Client..., Client Services, Collateral Management, System Integration..., Futures, Forwards, FX Option, Credit Analysis, Credit Cards, Lines Of Credit, Total Return Swaps, Credit Default Swaps, Index Funds, Clearing Houses, Operational Due..., Capital Markets, Middle Office, FX Options, Account Reconciliation, SQL, Trade Routing, BlackRock Query Language
Education
Wilmington University 2011 — 2015
Master of Business Administration (MBA), Finance and Managment Information Systems
Wilmington University 2005 — 2008
Marketing, Business, Management, Marketing, and Related Support Services
University of Delaware 2002 — 2005
Bachelors of Science in Marketing, Business Administration and Management, General
E. John Ritelli E. John Ritelli's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Business Developer at General Foundry Service
Industry Industrial Automation
Experience
General Foundry Service September 2013 - Present
Grainger Industrial Supply May 2011 - August 2013
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Sales, Cold Calling, Customer Service, Time Management, Process Improvement, Account Management, Sales Process, Solution Selling, B2B, Sales Presentations, Direct Sales, Sales Operations, Sales Management, Selling, New Business Development, Key Account Management, CRM
Education
University of Denver 2007 — 2009
Bachelor of Science, Finance/Statistics
General Foundry Service September 2013 - Present
Grainger Industrial Supply May 2011 - August 2013
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Sales, Cold Calling, Customer Service, Time Management, Process Improvement, Account Management, Sales Process, Solution Selling, B2B, Sales Presentations, Direct Sales, Sales Operations, Sales Management, Selling, New Business Development, Key Account Management, CRM
Education
University of Denver 2007 — 2009
Bachelor of Science, Finance/Statistics
Kimberly (Fischer) Hughes Kimberly (Fischer) Hughes's Morgan Stanley Smith Barney Experience January 2009 - May 2011
Job Project Manager at MasterCard
Industry Financial Services
Experience
MasterCard July 2012 - Present
MasterCard May 2011 - July 2012
Morgan Stanley Smith Barney January 2009 - May 2011
Morgan Stanley Smith Barney June 2004 - December 2008
Skills
Portfolio Management, Financial Services, Business Analysis, Program Management, Cross-functional Team...
Education
University of Delaware 2000 — 2004
B.S, Business Administration; Finance and Marketing
MasterCard July 2012 - Present
MasterCard May 2011 - July 2012
Morgan Stanley Smith Barney January 2009 - May 2011
Morgan Stanley Smith Barney June 2004 - December 2008
Skills
Portfolio Management, Financial Services, Business Analysis, Program Management, Cross-functional Team...
Education
University of Delaware 2000 — 2004
B.S, Business Administration; Finance and Marketing
Robert Kielborn Robert Kielborn's Morgan Stanley Smith Barney Experience November 2010 - August 2011
Job VP, Sr. Private Client Advisor at Bank of the West
Industry Banking
Experience
Bank of the West April 2012 - Present
Morgan Stanley Smith Barney November 2010 - August 2011
US Trust, Bank of America Private Wealth Management January 1980 - March 2009
Skills
Wealth Management, Series 7, Finance, Portfolio Management, Uniform Combined State..., Wealth Management..., Investment Advisory, Securities, Certified Financial..., Mutual Funds, Investment Management, Series 63, Financial Advisory, Retirement Planning, Private Banking, Strategic Financial..., Asset Allocation, Investment Strategies, High Net Worth..., Financial Planning, Series 66, CA Dept. of Insurance...
Education
UC Davis Extension, Sacramento, CA 2008 — 2009
Certification in Personal Financial Planning Program, Personal Financial Planning
University of Florida 1975 — 1979
Bachelor of Science in Business Administration, Accounting and Finance
Bank of the West April 2012 - Present
Morgan Stanley Smith Barney November 2010 - August 2011
US Trust, Bank of America Private Wealth Management January 1980 - March 2009
Skills
Wealth Management, Series 7, Finance, Portfolio Management, Uniform Combined State..., Wealth Management..., Investment Advisory, Securities, Certified Financial..., Mutual Funds, Investment Management, Series 63, Financial Advisory, Retirement Planning, Private Banking, Strategic Financial..., Asset Allocation, Investment Strategies, High Net Worth..., Financial Planning, Series 66, CA Dept. of Insurance...
Education
UC Davis Extension, Sacramento, CA 2008 — 2009
Certification in Personal Financial Planning Program, Personal Financial Planning
University of Florida 1975 — 1979
Bachelor of Science in Business Administration, Accounting and Finance
Annie Dunn's Morgan Stanley Smith Barney Experience January 2012 - June 2012
Job Senior Associate at Silicon Valley Bank
Industry Financial Services
Experience
Silicon Valley Bank February 2014 - Present
Silicon Valley Bank July 2012 - February 2014
Morgan Stanley Smith Barney January 2012 - June 2012
Skills
PowerPoint, Excel, Microsoft Office, Word, Financial Analysis, Financial Modeling, Strong Communication..., Creative Problem Solving
Education
University of Denver 2008 — 2012
BSBA, International Business
University of Denver - Daniels College of Business 2008 — 2012
BSBA, International Business, Finance, Economics
Silicon Valley Bank February 2014 - Present
Silicon Valley Bank July 2012 - February 2014
Morgan Stanley Smith Barney January 2012 - June 2012
Skills
PowerPoint, Excel, Microsoft Office, Word, Financial Analysis, Financial Modeling, Strong Communication..., Creative Problem Solving
Education
University of Denver 2008 — 2012
BSBA, International Business
University of Denver - Daniels College of Business 2008 — 2012
BSBA, International Business, Finance, Economics
Taylor Sullivan Taylor Sullivan's Morgan Stanley Smith Barney Experience April 2012 - August 2012
Job Account Executive at AT&T
Industry Telecommunications
Experience
AT&T October 2014 - Present
Morgan Stanley Smith Barney April 2012 - August 2012
Skills
Leadership, Cold Calling, Telecommunications, Customer Relations, Sales
Education
University of Connecticut 2010 — 2014
Bachelor of Science (B.S.), Finance, General
AT&T October 2014 - Present
Morgan Stanley Smith Barney April 2012 - August 2012
Skills
Leadership, Cold Calling, Telecommunications, Customer Relations, Sales
Education
University of Connecticut 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Travis Gassner's Morgan Stanley Smith Barney Experience March 2012 - August 2012
Job Consulting Group Sales Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2014 - Present
Morgan Stanley Wealth Management August 2012 - September 2014
Morgan Stanley Smith Barney March 2012 - August 2012
Envision EMI June 2011 - July 2011
Skills
Public Speaking, Wealth Management, Investment Strategies, Asset Allocation, Finance Consulting, Portfolio Management, Separately Managed..., Mutual Funds, ETFs, Account Maintenance, Microsoft Office, Research, Equity Trading, Fixed Income Strategies, Customer Service, Social Media, Non-profits, Event Planning, Policy Analysis, Salesforce.com
Education
University of Delaware 2007 — 2011
Bachelor's Degree, International Relations, U.S. Foreign Policy
Morgan Stanley Wealth Management October 2014 - Present
Morgan Stanley Wealth Management August 2012 - September 2014
Morgan Stanley Smith Barney March 2012 - August 2012
Envision EMI June 2011 - July 2011
Skills
Public Speaking, Wealth Management, Investment Strategies, Asset Allocation, Finance Consulting, Portfolio Management, Separately Managed..., Mutual Funds, ETFs, Account Maintenance, Microsoft Office, Research, Equity Trading, Fixed Income Strategies, Customer Service, Social Media, Non-profits, Event Planning, Policy Analysis, Salesforce.com
Education
University of Delaware 2007 — 2011
Bachelor's Degree, International Relations, U.S. Foreign Policy
Leah Schwartz Leah Schwartz's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Senior Financial Analyst at Citi
Industry Financial Services
Experience
Citi July 2014 - Present
Citi July 2012 - July 2014
Morgan Stanley Smith Barney June 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Financial Forecasting, Microsoft Excel, PowerPoint, Essbase, QlikView
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2012
B.S. Finance, minors: Spanish & Entrepreneurial Studies
Citi July 2014 - Present
Citi July 2012 - July 2014
Morgan Stanley Smith Barney June 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Financial Forecasting, Microsoft Excel, PowerPoint, Essbase, QlikView
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2012
B.S. Finance, minors: Spanish & Entrepreneurial Studies
Paige Erickson's Morgan Stanley Smith Barney Experience August 2011 - September 2011
Job Risk, Compliance, Audit (RCA) Consultant at U.S. Bank
Industry Financial Services
Experience
U.S. Bank October 2014 - Present
YWCA of Greater Portland 2012 - June 2015
U.S. Bank August 2013 - September 2014
U.S. Bank August 2012 - July 2013
US Bank September 2011 - August 2012
Morgan Stanley Smith Barney August 2011 - September 2011
NKS Distributors January 2011 - February 2011
NKS Distributors July 2010 - August 2010
Skills
Accounting, Budget, Access, PowerPoint, Microsoft Excel, Spanish, Financial Reporting, Financial Analysis, Internal Audit, External Audit, Quality Assurance, Budgets, Finance, Leadership, Management
Education
University of Delaware 2007 — 2011
Bachelor of Science, Finance, Spanish
U.S. Bank October 2014 - Present
YWCA of Greater Portland 2012 - June 2015
U.S. Bank August 2013 - September 2014
U.S. Bank August 2012 - July 2013
US Bank September 2011 - August 2012
Morgan Stanley Smith Barney August 2011 - September 2011
NKS Distributors January 2011 - February 2011
NKS Distributors July 2010 - August 2010
Skills
Accounting, Budget, Access, PowerPoint, Microsoft Excel, Spanish, Financial Reporting, Financial Analysis, Internal Audit, External Audit, Quality Assurance, Budgets, Finance, Leadership, Management
Education
University of Delaware 2007 — 2011
Bachelor of Science, Finance, Spanish
Frances (Gonzalez) Reitz Frances (Gonzalez) Reitz's Morgan Stanley Smith Barney Experience August 2003 - August 2004
Job Account Executive at CBS Radio
Industry Marketing and Advertising
Experience
CBS Radio November 2012 - Present
AdGent Digital August 2011 - November 2012
CBS Interactive March 2010 - August 2011
Katz Media Group March 2009 - March 2010
CBS News January 2009 - March 2009
Morgan Stanley Smith Barney August 2003 - August 2004
Skills
DoubleClick, Salesforce.com, PPC, Atlas, PowerPoint, Microsoft Excel, CPL, Google Docs, MediaMind, MediaVisor, Nielsen AdRelevance, Digital Media, Advertising, Online Advertising, Digital Marketing
Education
University of Florida 2004 — 2008
Bachelor of Science, Telecommunications / Business Administration
CBS Radio November 2012 - Present
AdGent Digital August 2011 - November 2012
CBS Interactive March 2010 - August 2011
Katz Media Group March 2009 - March 2010
CBS News January 2009 - March 2009
Morgan Stanley Smith Barney August 2003 - August 2004
Skills
DoubleClick, Salesforce.com, PPC, Atlas, PowerPoint, Microsoft Excel, CPL, Google Docs, MediaMind, MediaVisor, Nielsen AdRelevance, Digital Media, Advertising, Online Advertising, Digital Marketing
Education
University of Florida 2004 — 2008
Bachelor of Science, Telecommunications / Business Administration
Cara Magliocco's Morgan Stanley Smith Barney Experience 2005 - 2008
Job Vice President, Retirement Specialist at Legg Mason
Industry Investment Management
Experience
Legg Mason 2012 - Present
ING Investment Management 2008 - March 2012
Morgan Stanley Smith Barney 2005 - 2008
Skills
Mutual Funds, Investment Advisory, Retirement, 401k
Education
The University of Connecticut
Legg Mason 2012 - Present
ING Investment Management 2008 - March 2012
Morgan Stanley Smith Barney 2005 - 2008
Skills
Mutual Funds, Investment Advisory, Retirement, 401k
Education
The University of Connecticut
Matthew Crum Matthew Crum's Morgan Stanley Smith Barney Experience January 2007 - February 2007
Job Regional Business Consultant at Symmetry Partners, LLC
Industry Financial Services
Experience
Symmetry Partners, LLC February 2011 - Present
Symmetry Partners, LLC September 2010 - February 2011
Hennion & Walsh September 2009 - September 2010
Taylor Rafferty June 2007 - August 2007
Morgan Stanley Smith Barney January 2007 - February 2007
Skills
Retirement Planning, Series 7, Investments, Portfolio Management, Investment Strategies
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
Bachelor of Science, Finance
Kinnelon High School 2001 — 2005
Symmetry Partners, LLC February 2011 - Present
Symmetry Partners, LLC September 2010 - February 2011
Hennion & Walsh September 2009 - September 2010
Taylor Rafferty June 2007 - August 2007
Morgan Stanley Smith Barney January 2007 - February 2007
Skills
Retirement Planning, Series 7, Investments, Portfolio Management, Investment Strategies
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
Bachelor of Science, Finance
Kinnelon High School 2001 — 2005
Alexander Deluccia Alexander Deluccia's Morgan Stanley Smith Barney Experience June 2010 - September 2011
Job UIT Sales & Trading Desk at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Morgan Stanley August 2011 - May 2013
Morgan Stanley Smith Barney June 2010 - September 2011
Power Windows and Siding July 2009 - May 2010
NaviStaff June 2007 - August 2007
Skills
Microsoft Excel, Series 7, Series 63, Financial Modeling, Mutual Funds, Wealth Management, Strategic Financial..., Portfolio Management, Investments, Insurance, Fixed Income, Financial Services, Financial Analysis, Equities, Asset Allocation
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
Bachelor of Science, Operations Management, Marketing
Seton Hall Preparatory School 2001 — 2005
High School
Morgan Stanley June 2013 - Present
Morgan Stanley August 2011 - May 2013
Morgan Stanley Smith Barney June 2010 - September 2011
Power Windows and Siding July 2009 - May 2010
NaviStaff June 2007 - August 2007
Skills
Microsoft Excel, Series 7, Series 63, Financial Modeling, Mutual Funds, Wealth Management, Strategic Financial..., Portfolio Management, Investments, Insurance, Fixed Income, Financial Services, Financial Analysis, Equities, Asset Allocation
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
Bachelor of Science, Operations Management, Marketing
Seton Hall Preparatory School 2001 — 2005
High School
Linda Shipp Linda Shipp's Morgan Stanley Smith Barney Experience 1988 - 1996
Job Sr. Project Manager at Avaya
Industry Telecommunications
Experience
Avaya Global Services 1998 - Present
Avaya August 1997 - January 2013
Lucent Technologies 1997 - 2001
Morgan Stanley Smith Barney 1988 - 1996
Rolm 1982 - 1986
Skills
Avaya, IVR, Telephony, VoIP, Unified Communications, Contact Centers, ACD, CTI, Professional Services, SIP, Project Management, Telecommunications, IP, Managed Services, Call Centers, Video Conferencing
Education
University of Colorado Boulder 1969 — 1973
BA, English
Avaya Global Services 1998 - Present
Avaya August 1997 - January 2013
Lucent Technologies 1997 - 2001
Morgan Stanley Smith Barney 1988 - 1996
Rolm 1982 - 1986
Skills
Avaya, IVR, Telephony, VoIP, Unified Communications, Contact Centers, ACD, CTI, Professional Services, SIP, Project Management, Telecommunications, IP, Managed Services, Call Centers, Video Conferencing
Education
University of Colorado Boulder 1969 — 1973
BA, English
Samuel Hanley Samuel Hanley's Morgan Stanley Smith Barney Experience August 2011 - January 2012
Job Project Management Professional providing exceptional value to software / IT projects across multiple industries
Industry Information Technology and Services
Experience
Flux Electronics August 2011 - Present
Morgan Stanley Smith Barney August 2011 - January 2012
Tri-C Petroleum June 2008 - August 2009
AquaJet Express January 2005 - May 2008
Skills
Information Systems, Financial Management, Business Management, Music Production, Business Systems..., Database Management, Automotive Maintenance, German, Horticulture, Customer Service, Leadership, Team Leadership, Management, Entrepreneurship, Marketing, Managerial Finance
Education
University of Florida 2009 — 2011
Dual Bachelor of Science, Finance, Information Systems
State College of Florida 2008 — 2009
Associate of Arts, Business Administration
Flux Electronics August 2011 - Present
Morgan Stanley Smith Barney August 2011 - January 2012
Tri-C Petroleum June 2008 - August 2009
AquaJet Express January 2005 - May 2008
Skills
Information Systems, Financial Management, Business Management, Music Production, Business Systems..., Database Management, Automotive Maintenance, German, Horticulture, Customer Service, Leadership, Team Leadership, Management, Entrepreneurship, Marketing, Managerial Finance
Education
University of Florida 2009 — 2011
Dual Bachelor of Science, Finance, Information Systems
State College of Florida 2008 — 2009
Associate of Arts, Business Administration
Walter M. Katai Walter M. Katai's Morgan Stanley Smith Barney Experience July 1990 - October 2009
Job Investment Adviser
Industry Financial Services
Experience
David Gonzales, LLC April 2012 - March 2014
RE Equity Partners, LLC September 2010 - January 2014
TMCC 1990 - June 2013
Schwab Institutional Advisers November 2009 - June 2010
Reno Chamber Orchestra July 2001 - June 2010
Morgan Stanley Smith Barney July 1990 - October 2009
Opak Racing February 1999 - September 2009
Rose's Restaurant June 1999 - October 2003
Dean Witter April 1988 - July 1990
Skills
Sales Management, Investments, Wealth Management, Real Estate, Insurance, Retirement Planning, Equities, Management, Strategic Planning, Credit, New Business Development, Marketing Strategy, Team Building, Customer Service, Selling, Business Strategy, Public Speaking, Contract Negotiation, Entrepreneurship, Budgets, Management Consulting, Small Business, Mergers & Acquisitions
Education
University of Nevada-Reno 1973 — 1977
Liberal Arts, Philosophy, English, Foreign Language, Science, Music, Literature
University of Denver 1975 — 1976
Liberal Arts, Philosophy, Foreign Language, Music
Institute of European Studies/Madrid, Spain 1976 — 1977
Liberal Arts, Foreign Language, History, Literature, Philosophy
David Gonzales, LLC April 2012 - March 2014
RE Equity Partners, LLC September 2010 - January 2014
TMCC 1990 - June 2013
Schwab Institutional Advisers November 2009 - June 2010
Reno Chamber Orchestra July 2001 - June 2010
Morgan Stanley Smith Barney July 1990 - October 2009
Opak Racing February 1999 - September 2009
Rose's Restaurant June 1999 - October 2003
Dean Witter April 1988 - July 1990
Skills
Sales Management, Investments, Wealth Management, Real Estate, Insurance, Retirement Planning, Equities, Management, Strategic Planning, Credit, New Business Development, Marketing Strategy, Team Building, Customer Service, Selling, Business Strategy, Public Speaking, Contract Negotiation, Entrepreneurship, Budgets, Management Consulting, Small Business, Mergers & Acquisitions
Education
University of Nevada-Reno 1973 — 1977
Liberal Arts, Philosophy, English, Foreign Language, Science, Music, Literature
University of Denver 1975 — 1976
Liberal Arts, Philosophy, Foreign Language, Music
Institute of European Studies/Madrid, Spain 1976 — 1977
Liberal Arts, Foreign Language, History, Literature, Philosophy
Mike Troyer Mike Troyer's Morgan Stanley Smith Barney Experience April 2010 - September 2011
Job Senior Regional Business Consultant at Curian Capital
Industry Financial Services
Experience
MT Golf September 1995 - Present
Curian Capital March 2014 - September 2015
Curian Capital December 2011 - March 2014
Morgan Stanley Smith Barney April 2010 - September 2011
SFIC, Inc. January 2003 - January 2006
RBC Mortgage January 2002 - April 2004
Skills
Marketing, Golf, Negotiation, Sponsorship, Training, Investments, Time Management, Management, Finance, Asset Allocation, Portfolio Management, Asset Management, Financial Planning, Retirement Planning, Sales, Securities, Series 7, Financial Services, Wealth Management, Leadership
Education
University of Colorado Boulder 1990 — 1995
BS/BA, Finance and Economics
MT Golf September 1995 - Present
Curian Capital March 2014 - September 2015
Curian Capital December 2011 - March 2014
Morgan Stanley Smith Barney April 2010 - September 2011
SFIC, Inc. January 2003 - January 2006
RBC Mortgage January 2002 - April 2004
Skills
Marketing, Golf, Negotiation, Sponsorship, Training, Investments, Time Management, Management, Finance, Asset Allocation, Portfolio Management, Asset Management, Financial Planning, Retirement Planning, Sales, Securities, Series 7, Financial Services, Wealth Management, Leadership
Education
University of Colorado Boulder 1990 — 1995
BS/BA, Finance and Economics
Luke McGee Luke McGee's Morgan Stanley Smith Barney Experience 2004 - 2005
Job Lead DBA at Boston University
Industry Higher Education
Experience
Boston University October 2006 - Present
McGee Consulting October 1997 - October 2010
Morgan Stanley Smith Barney 2004 - 2005
IBM 1996 - 1997
Northeast Utilities June 1983 - October 1996
Skills
Unix, DB2, SQL, Microsoft SQL Server, Databases, CICS, Database Administration, Database Design, Solaris, Linux, PostgreSQL, Performance Tuning, Enterprise Architecture, AIX, MySQL, Disaster Recovery, Visio, Project Management, z/OS, ITIL Certified, Microsoft Excel, JCL, Microsoft Office, Strategic Planning, IBM AIX, Consulting, Outsourcing, Technical Writing, Windows, Ubuntu, ADABAS, Natural Language..., ADABAS Replication, SAG Net-Work, SAG Entire System Server, SAG Complete, SAG Predict, ADABAS Cluster Services, ADABAS Parallel Services, SAG Entire X - Broker
Education
University of Connecticut 1977 — 1980
BS, Computer Science, Mathematics
Boston University October 2006 - Present
McGee Consulting October 1997 - October 2010
Morgan Stanley Smith Barney 2004 - 2005
IBM 1996 - 1997
Northeast Utilities June 1983 - October 1996
Skills
Unix, DB2, SQL, Microsoft SQL Server, Databases, CICS, Database Administration, Database Design, Solaris, Linux, PostgreSQL, Performance Tuning, Enterprise Architecture, AIX, MySQL, Disaster Recovery, Visio, Project Management, z/OS, ITIL Certified, Microsoft Excel, JCL, Microsoft Office, Strategic Planning, IBM AIX, Consulting, Outsourcing, Technical Writing, Windows, Ubuntu, ADABAS, Natural Language..., ADABAS Replication, SAG Net-Work, SAG Entire System Server, SAG Complete, SAG Predict, ADABAS Cluster Services, ADABAS Parallel Services, SAG Entire X - Broker
Education
University of Connecticut 1977 — 1980
BS, Computer Science, Mathematics
Kathryn Q Hay, CFP® Kathryn Q Hay, CFP®'s Morgan Stanley Smith Barney Experience May 2011 - July 2014
Job Portfolio Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
Morgan Stanley Smith Barney May 2011 - July 2014
Skills
Certified Financial..., Series 7, Series 63, Series 9, Series 10
Education
University of Delaware 1989 — 1993
Bachelor of Arts (BA), Criminal Justice/Police Science
Morgan Stanley July 2014 - Present
Morgan Stanley Smith Barney May 2011 - July 2014
Skills
Certified Financial..., Series 7, Series 63, Series 9, Series 10
Education
University of Delaware 1989 — 1993
Bachelor of Arts (BA), Criminal Justice/Police Science
Bryan Lauriat Bryan Lauriat's Morgan Stanley Smith Barney Experience June 2006 - September 2009
Job Paraplanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2011 - Present
Agemy & Associates November 2009 - July 2010
Morgan Stanley Smith Barney June 2006 - September 2009
Skills
Asset Allocation, Retirement Planning, Strategic Financial..., Financial Analysis, Investments, Equities, Fixed Income, Mutual Funds, Variable Annuities, Variable Life, REIT, College Savings Plans, Life Insurance, Series 7, Series 66, Series 6, Investment Advisory, Series 63
Education
University of Connecticut 2001 — 2004
BA, Economics
Ameriprise Financial Services, Inc. January 2011 - Present
Agemy & Associates November 2009 - July 2010
Morgan Stanley Smith Barney June 2006 - September 2009
Skills
Asset Allocation, Retirement Planning, Strategic Financial..., Financial Analysis, Investments, Equities, Fixed Income, Mutual Funds, Variable Annuities, Variable Life, REIT, College Savings Plans, Life Insurance, Series 7, Series 66, Series 6, Investment Advisory, Series 63
Education
University of Connecticut 2001 — 2004
BA, Economics
Catherine Coleman, CFA, CFP®'s Morgan Stanley Smith Barney Experience August 1999 - September 2007
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2007 - Present
Morgan Stanley Smith Barney August 1999 - September 2007
Education
University of Denver - Daniels College of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Wake Forest University 1990 — 1994
BA, Business Administration and Management, General
Merrill Lynch September 2007 - Present
Morgan Stanley Smith Barney August 1999 - September 2007
Education
University of Denver - Daniels College of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Wake Forest University 1990 — 1994
BA, Business Administration and Management, General
Jason K. Bleimeyer Jason K. Bleimeyer's Morgan Stanley Smith Barney Experience June 2003 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2003 - Present
Education
University of Colorado Boulder - Leeds School of Business 1990 — 1994
Morgan Stanley Smith Barney June 2003 - Present
Education
University of Colorado Boulder - Leeds School of Business 1990 — 1994
Ed Higgins Ed Higgins's Morgan Stanley Smith Barney Experience August 1999 - November 2012
Job First Vice PresidentInvestments, PIM Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2012 - Present
Morgan Stanley Smith Barney August 1999 - November 2012
Raymond James and Associates December 1986 - August 1999
Skills
401k Rollovers, Investment Planning, Retirement Planning, Investment Strategies, Asset Management, Roth IRA, Simple IRA, SEP IRA, Investments, Asset Allocation, Mortgage Lending, Risk Management, Licensed Life Insurance..., Index Options, Stock Option, Covered Calls, Exchange Traded..., Mutual Funds, Fixed Annuities, Variable Annuities, Fixed Income, Municipal Bonds, Convertible Bonds, High Yield Bonds, Traditional IRA
Education
University of Florida 1981 — 1983
Bachlors Degree, Business and Finance
Valencia Community College 1979 — 1981
Associate of Arts (AA)
Wells Fargo Advisors, LLC December 2012 - Present
Morgan Stanley Smith Barney August 1999 - November 2012
Raymond James and Associates December 1986 - August 1999
Skills
401k Rollovers, Investment Planning, Retirement Planning, Investment Strategies, Asset Management, Roth IRA, Simple IRA, SEP IRA, Investments, Asset Allocation, Mortgage Lending, Risk Management, Licensed Life Insurance..., Index Options, Stock Option, Covered Calls, Exchange Traded..., Mutual Funds, Fixed Annuities, Variable Annuities, Fixed Income, Municipal Bonds, Convertible Bonds, High Yield Bonds, Traditional IRA
Education
University of Florida 1981 — 1983
Bachlors Degree, Business and Finance
Valencia Community College 1979 — 1981
Associate of Arts (AA)
Ryan Woodruff Ryan Woodruff's Morgan Stanley Smith Barney Experience October 2010 - October 2011
Job Head Swimming Coach at Parkland Area Aquatic Club
Industry Sports
Experience
Parkland Area Aquatic Club October 2011 - Present
Morgan Stanley Smith Barney October 2010 - October 2011
The Athlete Village February 2010 - October 2011
North Carolina Aquatic Club August 2007 - July 2010
University of North Carolina August 2007 - July 2010
Gator Swim Club April 2005 - July 2007
University of Florida Swimming and Diving September 1999 - July 2007
USA Swimming/US Olympic Committee 2003 - 2003
Skills
Public Speaking, Financial Planning, Investments, Exercise Physiology, Coaching, Writing Skills, Team Leadership, Athletes, Organizational..., Financial Advisory, Athletics
Education
University of Florida 2003 — 2007
MS, Biomechanics
University of Florida 1999 — 2003
BS, Exercise Physiology
Parkland Area Aquatic Club October 2011 - Present
Morgan Stanley Smith Barney October 2010 - October 2011
The Athlete Village February 2010 - October 2011
North Carolina Aquatic Club August 2007 - July 2010
University of North Carolina August 2007 - July 2010
Gator Swim Club April 2005 - July 2007
University of Florida Swimming and Diving September 1999 - July 2007
USA Swimming/US Olympic Committee 2003 - 2003
Skills
Public Speaking, Financial Planning, Investments, Exercise Physiology, Coaching, Writing Skills, Team Leadership, Athletes, Organizational..., Financial Advisory, Athletics
Education
University of Florida 2003 — 2007
MS, Biomechanics
University of Florida 1999 — 2003
BS, Exercise Physiology
John Hinson, CPA John Hinson, CPA's Morgan Stanley Smith Barney Experience January 2010 - August 2011
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch August 2011 - Present
Morgan Stanley Smith Barney January 2010 - August 2011
Huron Consulting Group January 2008 - December 2009
Mount Carmel Health System January 2009 - April 2009
HealthSouth November 2004 - January 2007
HealthSouth 2004 - 2006
Community Health Systems September 2001 - October 2004
Baptist Hospital 1998 - 1999
Skills
Financial Analysis, Accounting, Financial Advisory, Financial Services, Investments, Financial Planning, Strategic Planning, Finance
Education
University of West Florida 1987 — 1990
BA, Accounting
University of Florida 1984 — 1987
Bachelor of Architecture (B.Arch.), Civil Engineering
Church
Merrill Lynch August 2011 - Present
Morgan Stanley Smith Barney January 2010 - August 2011
Huron Consulting Group January 2008 - December 2009
Mount Carmel Health System January 2009 - April 2009
HealthSouth November 2004 - January 2007
HealthSouth 2004 - 2006
Community Health Systems September 2001 - October 2004
Baptist Hospital 1998 - 1999
Skills
Financial Analysis, Accounting, Financial Advisory, Financial Services, Investments, Financial Planning, Strategic Planning, Finance
Education
University of West Florida 1987 — 1990
BA, Accounting
University of Florida 1984 — 1987
Bachelor of Architecture (B.Arch.), Civil Engineering
Church
Brian Cooney's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Assistant Vice President at Bank of America
Industry Banking
Experience
Bank of America July 2013 - Present
Bank of America June 2011 - June 2013
Merrill Lynch May 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Accounting, Investments, Microsoft Excel, Finance, Banking, Portfolio Management
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2011
B.S., Finance and Economics
Freehold Township High School 2003 — 2007
Bank of America July 2013 - Present
Bank of America June 2011 - June 2013
Merrill Lynch May 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Accounting, Investments, Microsoft Excel, Finance, Banking, Portfolio Management
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2011
B.S., Finance and Economics
Freehold Township High School 2003 — 2007
Kameron J. Nolder Kameron J. Nolder's Morgan Stanley Smith Barney Experience February 2009 - May 2009
Job Business Faculty, Lamar Community College
Industry Education Management
Experience
Lamar Community College January 2013 - Present
Apps Innovations, LLC November 2011 - Present
Clippings, LLC January 2003 - Present
Prominent Venture Group March 2010 - October 2012
Wells Fargo Bank November 2009 - January 2010
Morgan Stanley Smith Barney February 2009 - May 2009
T Rowe Price November 2008 - January 2009
Skills
Excel, Thought Leadership, Idea Generation, Financial Planning, Financial Analysis, Corporate Finance, Personal Finance, International Business, Social Entrepreneurship, Strategic Financial..., Leadership, Budgets, Microsoft Excel, Start-ups, Entrepreneurship, Venture Capital, Forecasting, Investments, Small Business, Public Speaking, Finance, Analysis, Time Management, Strategic Planning, Banking, Business Planning, Executive Management, Management, Marketing, Accounting, Sales Management, Negotiation, Business Development, Leadership Development, Customer Service, Networking
Education
University of Louisiana at Monroe 2013 — 2015
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
University of Colorado at Colorado Springs 2006 — 2010
Bachelor of Science in Business, Finance
Lamar Community College January 2013 - Present
Apps Innovations, LLC November 2011 - Present
Clippings, LLC January 2003 - Present
Prominent Venture Group March 2010 - October 2012
Wells Fargo Bank November 2009 - January 2010
Morgan Stanley Smith Barney February 2009 - May 2009
T Rowe Price November 2008 - January 2009
Skills
Excel, Thought Leadership, Idea Generation, Financial Planning, Financial Analysis, Corporate Finance, Personal Finance, International Business, Social Entrepreneurship, Strategic Financial..., Leadership, Budgets, Microsoft Excel, Start-ups, Entrepreneurship, Venture Capital, Forecasting, Investments, Small Business, Public Speaking, Finance, Analysis, Time Management, Strategic Planning, Banking, Business Planning, Executive Management, Management, Marketing, Accounting, Sales Management, Negotiation, Business Development, Leadership Development, Customer Service, Networking
Education
University of Louisiana at Monroe 2013 — 2015
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
University of Colorado at Colorado Springs 2006 — 2010
Bachelor of Science in Business, Finance
Jaime McLaughlin Jaime McLaughlin's Morgan Stanley Smith Barney Experience 2010 - 2011
Job Current stay at home mom; Former Business Development and Marketing Executive
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2010 - 2011
Smith Barney 2006 - 2010
UBS Wealth Management 2005 - 2006
UBS Wealth Management 2003 - 2005
UBS Wealth Management 2001 - 2003
Paine Webber 1999 - 2001
Skills
New Business Development, Marketing Strategy, Training & Development, Campaign Execution, Series 7, Wealth Management, Banking, Product Management, Series 63, Marketing Communications, Business Development, Campaigns, Employee Training, Leadership, Management, Strategy, Marketing
Education
University of Delaware 1995 — 1999
BS, Business Marketing
Morgan Stanley Smith Barney 2010 - 2011
Smith Barney 2006 - 2010
UBS Wealth Management 2005 - 2006
UBS Wealth Management 2003 - 2005
UBS Wealth Management 2001 - 2003
Paine Webber 1999 - 2001
Skills
New Business Development, Marketing Strategy, Training & Development, Campaign Execution, Series 7, Wealth Management, Banking, Product Management, Series 63, Marketing Communications, Business Development, Campaigns, Employee Training, Leadership, Management, Strategy, Marketing
Education
University of Delaware 1995 — 1999
BS, Business Marketing
James Ducey James Ducey's Morgan Stanley Smith Barney Experience 1984 - 2009
Job Managing Director at UBS
Industry Financial Services
David Skoda David Skoda's Morgan Stanley Smith Barney Experience October 2009 - September 2012
Job Business Development Manager at Park Avenue Securities
Industry Financial Services
Experience
Park Avenue Securities January 2015 - Present
Guardian Life September 2012 - Present
Park Avenue Securities September 2012 - January 2015
Morgan Stanley Smith Barney October 2009 - September 2012
E*Trade Clearing, LLC September 2006 - May 2008
Skills
Risk Management, Management, Banking, Salesforce.com, Portfolio Management, Investments, Financial Services, Securities, Mutual Funds, Operations Management, Call Centers, Accounting, Credit, Sales, Trading, Customer Service, Employee Benefits, Time Management, Internal Audit, Financial Advisory
Education
University of Economics, Prague 1984 — 1988
Bachelor's, Finance
University of Economics, Prague
Bachelor's degree, Finance and Financial Management Services
Park Avenue Securities January 2015 - Present
Guardian Life September 2012 - Present
Park Avenue Securities September 2012 - January 2015
Morgan Stanley Smith Barney October 2009 - September 2012
E*Trade Clearing, LLC September 2006 - May 2008
Skills
Risk Management, Management, Banking, Salesforce.com, Portfolio Management, Investments, Financial Services, Securities, Mutual Funds, Operations Management, Call Centers, Accounting, Credit, Sales, Trading, Customer Service, Employee Benefits, Time Management, Internal Audit, Financial Advisory
Education
University of Economics, Prague 1984 — 1988
Bachelor's, Finance
University of Economics, Prague
Bachelor's degree, Finance and Financial Management Services
Kevin McKinlay Kevin McKinlay's Morgan Stanley Smith Barney Experience August 2007 - November 2009
Job National Sales Manager
Industry Telecommunications
Experience
Lightspeed Voice February 2015 - Present
Lightspeed Voice 2015 - 2015
TriNet May 2012 - July 2014
Combined Insurance October 2011 - March 2012
Merrill Lynch November 2009 - July 2011
Morgan Stanley Smith Barney August 2007 - November 2009
A.G. Edwards & Sons, Inc. December 2005 - August 2007
Automatic Data Processing (ADP) October 2001 - December 2005
UBS Wealth Management February 2000 - September 2001
Merrill Lynch September 1998 - February 2000
Skills
Sales Management, Direct Sales, Customer Service, Human Resources, Business Process..., Payroll Services, Healthcare Management, Business Analysis, Employee Benefits, Payroll Taxes, Retirement Benefits, Series 7, Series 63, Series 65, Life Insurance, Group Medical, Retirement Planning, 401k, 401k Rollovers, Variable Annuities, Variable Life, Flexible Spending..., Disability Insurance, Workers Compensation, Sales Operations, Customer Retention, Small Business, Cold Calling, Sales, Health Insurance, Training, Recruiting, Salesforce.com, Insurance, Selling, Investments, Public Speaking, Fundraising, News Writing, Management Consulting, Business Strategy, Nonprofits, Councelling, Mentoring, Team Building, Team Leadership, Entrepreneurship, Non-profit Volunteer, Sports, Benefits Administration
Education
The University of Connecticut 1988 — 1992
Bachelor of Arts, Economics
Ridgefield High School 1984 — 1988
High School Diploma, General Studies
Lightspeed Voice February 2015 - Present
Lightspeed Voice 2015 - 2015
TriNet May 2012 - July 2014
Combined Insurance October 2011 - March 2012
Merrill Lynch November 2009 - July 2011
Morgan Stanley Smith Barney August 2007 - November 2009
A.G. Edwards & Sons, Inc. December 2005 - August 2007
Automatic Data Processing (ADP) October 2001 - December 2005
UBS Wealth Management February 2000 - September 2001
Merrill Lynch September 1998 - February 2000
Skills
Sales Management, Direct Sales, Customer Service, Human Resources, Business Process..., Payroll Services, Healthcare Management, Business Analysis, Employee Benefits, Payroll Taxes, Retirement Benefits, Series 7, Series 63, Series 65, Life Insurance, Group Medical, Retirement Planning, 401k, 401k Rollovers, Variable Annuities, Variable Life, Flexible Spending..., Disability Insurance, Workers Compensation, Sales Operations, Customer Retention, Small Business, Cold Calling, Sales, Health Insurance, Training, Recruiting, Salesforce.com, Insurance, Selling, Investments, Public Speaking, Fundraising, News Writing, Management Consulting, Business Strategy, Nonprofits, Councelling, Mentoring, Team Building, Team Leadership, Entrepreneurship, Non-profit Volunteer, Sports, Benefits Administration
Education
The University of Connecticut 1988 — 1992
Bachelor of Arts, Economics
Ridgefield High School 1984 — 1988
High School Diploma, General Studies
Kraig Carlson Kraig Carlson's Morgan Stanley Smith Barney Experience September 2008 - December 2014
Job Complex Risk Officer at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Morgan Stanley Smith Barney September 2008 - December 2014
Morgan Stanley 2009 - 2009
E*TRADE Financial 2006 - 2008
Skills
Series 3, Series 4, Series 7, Series 9, Series 10, Series 66, Series 24, Options, Equities, Investments, Mutual Funds, Series 63, Securities, ETFs, Bonds, Investment Strategies
Education
University of Dayton 2002 — 2003
Hilliard Darby High School 1998 — 2002
Morgan Stanley August 2014 - Present
Morgan Stanley Smith Barney September 2008 - December 2014
Morgan Stanley 2009 - 2009
E*TRADE Financial 2006 - 2008
Skills
Series 3, Series 4, Series 7, Series 9, Series 10, Series 66, Series 24, Options, Equities, Investments, Mutual Funds, Series 63, Securities, ETFs, Bonds, Investment Strategies
Education
University of Dayton 2002 — 2003
Hilliard Darby High School 1998 — 2002
Jason Matarazzo Jason Matarazzo's Morgan Stanley Smith Barney Experience 2009 - 2011
Job Financial Services Representative and Investment Advisor Representative at Barnum Financial Group, an office of MetLife
Industry Financial Services
Experience
Barnum Financial Group, an office of MetLife July 2014 - Present
Morgan Stanley Wealth Management January 2012 - July 2014
Draper Fisher Jurvetson October 2011 - December 2011
Morgan Stanley Smith Barney 2009 - 2011
Skills
Wealth Management, Microsoft Excel, Asset Allocation, Investments, Series 7, Series 63, Equities, Portfolio Management, Mutual Funds, Securities, Bonds, Fixed Income, Fixed Annuities, Options, 401k Rollovers, Retirement Strategies
Education
The University of Connecticut 2006 — 2011
International Economics, Finance
University of Connecticut in London
International Finance
University of Massachusetts, Amherst 2007 — 2008
Barnum Financial Group, an office of MetLife July 2014 - Present
Morgan Stanley Wealth Management January 2012 - July 2014
Draper Fisher Jurvetson October 2011 - December 2011
Morgan Stanley Smith Barney 2009 - 2011
Skills
Wealth Management, Microsoft Excel, Asset Allocation, Investments, Series 7, Series 63, Equities, Portfolio Management, Mutual Funds, Securities, Bonds, Fixed Income, Fixed Annuities, Options, 401k Rollovers, Retirement Strategies
Education
The University of Connecticut 2006 — 2011
International Economics, Finance
University of Connecticut in London
International Finance
University of Massachusetts, Amherst 2007 — 2008
Jared Kamm Jared Kamm's Morgan Stanley Smith Barney Experience 2007 - 2008
Job MBA Student Robert H. Smith School of Business, University of Maryland
Industry Financial Services
Experience
Robert H. Smith School of Business, University of Maryland May 2015 - Present
Heritage Financial Consultants LLC April 2014 - May 2015
TriCapital Advisors, Inc. March 2013 - April 2014
Brown Brothers Harriman January 2012 - March 2013
Robert W. Baird & Co. 2008 - 2011
Morgan Stanley Smith Barney 2007 - 2008
Legg Mason 2006 - 2007
Skills
Bloomberg, Investments, Microsoft Office, Thompson, Salesforce CRM, Banking, Time Management, Public Speaking, Microsoft Word, Leadership
Education
University of Maryland - Robert H. Smith School of Business 2015 — 2017
Master of Business Administration (MBA), Accounting and Finance
University of Colorado at Boulder - Leeds School of Business 2007 — 2011
Bachelor of Science, Finance
Robert H. Smith School of Business, University of Maryland May 2015 - Present
Heritage Financial Consultants LLC April 2014 - May 2015
TriCapital Advisors, Inc. March 2013 - April 2014
Brown Brothers Harriman January 2012 - March 2013
Robert W. Baird & Co. 2008 - 2011
Morgan Stanley Smith Barney 2007 - 2008
Legg Mason 2006 - 2007
Skills
Bloomberg, Investments, Microsoft Office, Thompson, Salesforce CRM, Banking, Time Management, Public Speaking, Microsoft Word, Leadership
Education
University of Maryland - Robert H. Smith School of Business 2015 — 2017
Master of Business Administration (MBA), Accounting and Finance
University of Colorado at Boulder - Leeds School of Business 2007 — 2011
Bachelor of Science, Finance
Molly Hingtgen Molly Hingtgen's Morgan Stanley Smith Barney Experience March 2011 - October 2011
Job Asset Manager at Mercy Housing
Industry Financial Services
Experience
Mercy Housing August 2014 - Present
Mercy Housing September 2012 - July 2014
Morgan Stanley Smith Barney March 2011 - October 2011
Booz Allen Hamilton June 2009 - August 2010
JW Marriott Ihilani Resort and Spa June 2008 - August 2008
Skills
Microsoft Office, Finance, Analysis, Leadership, Time Management, Accounting
Education
University of Denver - Daniels College of Business 2011 — 2012
M.B.A., Finance
University of Denver 2007 — 2011
B.S.B.A, Finance and International Business
Mercy Housing August 2014 - Present
Mercy Housing September 2012 - July 2014
Morgan Stanley Smith Barney March 2011 - October 2011
Booz Allen Hamilton June 2009 - August 2010
JW Marriott Ihilani Resort and Spa June 2008 - August 2008
Skills
Microsoft Office, Finance, Analysis, Leadership, Time Management, Accounting
Education
University of Denver - Daniels College of Business 2011 — 2012
M.B.A., Finance
University of Denver 2007 — 2011
B.S.B.A, Finance and International Business
Daniel Schaffert Daniel Schaffert's Morgan Stanley Smith Barney Experience May 2008 - August 2008
Job Internal Regional Business Consultant
Industry Financial Services
Experience
Curian Capital February 2013 - Present
Scottrade December 2011 - January 2013
Waddell and Reed October 2010 - October 2011
Morgan Stanley Smith Barney May 2008 - August 2008
Skills
Investments, Microsoft Excel, Training, Strategic Financial..., Finance, Leadership, Insurance, Retirement Planning, Series 7, Cold Calling, Financial Analysis, Series 63, Securities, Mutual Funds, Retirement
Education
University of Colorado at Boulder - Leeds School of Business 2006 — 2009
Marketing, Management
Curian Capital February 2013 - Present
Scottrade December 2011 - January 2013
Waddell and Reed October 2010 - October 2011
Morgan Stanley Smith Barney May 2008 - August 2008
Skills
Investments, Microsoft Excel, Training, Strategic Financial..., Finance, Leadership, Insurance, Retirement Planning, Series 7, Cold Calling, Financial Analysis, Series 63, Securities, Mutual Funds, Retirement
Education
University of Colorado at Boulder - Leeds School of Business 2006 — 2009
Marketing, Management
Amanda Hochfelsen Amanda Hochfelsen's Morgan Stanley Smith Barney Experience June 2008 - August 2008
Job Digital Marketing Professional
Industry Marketing and Advertising
Experience
Starcom MediaVest Group June 2012 - Present
Underscore Marketing LLC October 2011 - May 2012
Underscore Marketing LLC May 2009 - August 2009
Morgan Stanley Smith Barney June 2008 - August 2008
Skills
Digital Marketing, Social Media, Media Buying, Digital Strategy, Media Planning, Social Media Marketing, Brand Development, Digital Media, Campaign Optimization, Direct Response, Campaign Performance..., Display Advertising, Advertising Operations, Marketing
Education
University of Florida - Warrington College Of Business
B.A. in Business Administration, Business Marketing, Entrepreneurship, Food and Resource Economics
Starcom MediaVest Group June 2012 - Present
Underscore Marketing LLC October 2011 - May 2012
Underscore Marketing LLC May 2009 - August 2009
Morgan Stanley Smith Barney June 2008 - August 2008
Skills
Digital Marketing, Social Media, Media Buying, Digital Strategy, Media Planning, Social Media Marketing, Brand Development, Digital Media, Campaign Optimization, Direct Response, Campaign Performance..., Display Advertising, Advertising Operations, Marketing
Education
University of Florida - Warrington College Of Business
B.A. in Business Administration, Business Marketing, Entrepreneurship, Food and Resource Economics
Ryan O'Leary, CFP ® Ryan O'Leary, CFP ®'s Morgan Stanley Smith Barney Experience September 2009 - January 2011
Job Regional Vice President, Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors September 2015 - Present
Sequoia Financial January 2014 - September 2015
Calton & Associates, Inc. January 2011 - January 2014
Morgan Stanley Smith Barney September 2009 - January 2011
National Life Group September 2006 - September 2009
Raymond James January 2003 - October 2006
T Rowe Price 2001 - January 2003
Skills
Investment Strategies, Strategic Financial..., Equities, Wealth, Investment Advisory, Series 7, Securities, Wealth Management, Series 63, Trading, Financial Modeling, Asset Protection, 401k Rollovers, Retirement Planning, Mutual Funds, 401k, Alternative Investments, Financial Advisory, Hedge Funds, ETFs, Investments, Retirement, Fixed Annuities, Asset Allocation, Bonds, Finance, Loans, Financial Markets, Estate Planning, Uniform Combined State..., FINRA, Financial Services, Insurance, Asset Management, Series 24, Pensions, Disability Insurance, Portfolio Management, Retirement Plan..., Fixed Income, Series 65, Defined Benefit, Life Insurance, Long-term Care, IRAs, Risk Management, Wealth Management..., Wealth Accumulation, Financial Analysis, Relationship Management
Education
University of Florida 1999 — 2001
Master of Science (MS), Business Administration and Management, General
University of Florida 1995 — 1999
B.A., Economics
Mercer Advisors September 2015 - Present
Sequoia Financial January 2014 - September 2015
Calton & Associates, Inc. January 2011 - January 2014
Morgan Stanley Smith Barney September 2009 - January 2011
National Life Group September 2006 - September 2009
Raymond James January 2003 - October 2006
T Rowe Price 2001 - January 2003
Skills
Investment Strategies, Strategic Financial..., Equities, Wealth, Investment Advisory, Series 7, Securities, Wealth Management, Series 63, Trading, Financial Modeling, Asset Protection, 401k Rollovers, Retirement Planning, Mutual Funds, 401k, Alternative Investments, Financial Advisory, Hedge Funds, ETFs, Investments, Retirement, Fixed Annuities, Asset Allocation, Bonds, Finance, Loans, Financial Markets, Estate Planning, Uniform Combined State..., FINRA, Financial Services, Insurance, Asset Management, Series 24, Pensions, Disability Insurance, Portfolio Management, Retirement Plan..., Fixed Income, Series 65, Defined Benefit, Life Insurance, Long-term Care, IRAs, Risk Management, Wealth Management..., Wealth Accumulation, Financial Analysis, Relationship Management
Education
University of Florida 1999 — 2001
Master of Science (MS), Business Administration and Management, General
University of Florida 1995 — 1999
B.A., Economics
Tom Luecke Tom Luecke's Morgan Stanley Smith Barney Experience 2004 - 2005
Job Finance Transformation Leader
Industry Management Consulting
Experience
Deloitte August 2015 - Present
Deloitte August 2012 - August 2015
Deloitte August 2011 - August 2012
PricewaterhouseCoopers January 2006 - August 2010
Palmeri Fund Administrators August 2005 - January 2006
Morgan Stanley Smith Barney 2004 - 2005
Skills
Finance, Financial Modeling, Sarbanes-Oxley Act, Financial Accounting, Mergers & Acquisitions, Financial Reporting, Mergers, Internal Controls, SEC filings, Internal Audit, Financial Analysis, Corporate Finance, Project Management, US GAAP, Sarbanes-Oxley, Finance Transformation, M&A Advisory Services, Management Consulting, Acquisition Integration, Record to Report, Fierce Conversations
Education
Loyola University Chicago - Quinlan School of Business 2010 — 2011
MBA, Finance
University of Dayton 2001 — 2005
BS, Finance & Accounting
Deloitte August 2015 - Present
Deloitte August 2012 - August 2015
Deloitte August 2011 - August 2012
PricewaterhouseCoopers January 2006 - August 2010
Palmeri Fund Administrators August 2005 - January 2006
Morgan Stanley Smith Barney 2004 - 2005
Skills
Finance, Financial Modeling, Sarbanes-Oxley Act, Financial Accounting, Mergers & Acquisitions, Financial Reporting, Mergers, Internal Controls, SEC filings, Internal Audit, Financial Analysis, Corporate Finance, Project Management, US GAAP, Sarbanes-Oxley, Finance Transformation, M&A Advisory Services, Management Consulting, Acquisition Integration, Record to Report, Fierce Conversations
Education
Loyola University Chicago - Quinlan School of Business 2010 — 2011
MBA, Finance
University of Dayton 2001 — 2005
BS, Finance & Accounting
Jamie Meehan, CRPS Jamie Meehan, CRPS's Morgan Stanley Smith Barney Experience July 2009 - February 2012
Job Plan Advisor at Sentinel Benefits & Financial Group
Industry Financial Services
Experience
Sentinel Benefits & Financial Group March 2015 - Present
Arthur J. Gallagher & Co. February 2012 - November 2014
Morgan Stanley Smith Barney July 2009 - February 2012
ADP Broker Dealer, Inc. March 2006 - March 2009
OppenheimerFunds, Inc. March 1999 - March 2006
Skills
Series 7, Series 6, Series 63, Series 66, Series 31, CRPS, ARPC, FINRA, Uniform Combined State..., Retirement, Retirement Plan..., 401k, Wealth Management
Education
University of Connecticut 1992 — 1996
Sentinel Benefits & Financial Group March 2015 - Present
Arthur J. Gallagher & Co. February 2012 - November 2014
Morgan Stanley Smith Barney July 2009 - February 2012
ADP Broker Dealer, Inc. March 2006 - March 2009
OppenheimerFunds, Inc. March 1999 - March 2006
Skills
Series 7, Series 6, Series 63, Series 66, Series 31, CRPS, ARPC, FINRA, Uniform Combined State..., Retirement, Retirement Plan..., 401k, Wealth Management
Education
University of Connecticut 1992 — 1996
Salman Rehmetullah Salman Rehmetullah's Morgan Stanley Smith Barney Experience March 2011 - August 2012
Job Account Executive at Anaplan
Industry Management Consulting
Experience
Anaplan February 2015 - Present
fattmerchant March 2014 - Present
Anaplan November 2013 - Present
Deloitte August 2012 - November 2013
Morgan Stanley Smith Barney March 2011 - August 2012
Burger Bar LLC October 2009 - December 2010
Serena Enterprises September 2007 - September 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Trend Analysis, Morningstar, Portfolio Management, Financial Analysis, Strategic Planning, Financial Modeling, Business Planning, Consulting, Sales, Retirement Planning, Retail, Analysis, Leadership, Strategy, Management, Asset Management, Microsoft Office
Education
University of Florida 2007 — 2010
Business, Finance
Anaplan February 2015 - Present
fattmerchant March 2014 - Present
Anaplan November 2013 - Present
Deloitte August 2012 - November 2013
Morgan Stanley Smith Barney March 2011 - August 2012
Burger Bar LLC October 2009 - December 2010
Serena Enterprises September 2007 - September 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Trend Analysis, Morningstar, Portfolio Management, Financial Analysis, Strategic Planning, Financial Modeling, Business Planning, Consulting, Sales, Retirement Planning, Retail, Analysis, Leadership, Strategy, Management, Asset Management, Microsoft Office
Education
University of Florida 2007 — 2010
Business, Finance
Kevin J. Kelaher Kevin J. Kelaher's Morgan Stanley Smith Barney Experience August 2010 - July 2011
Job Large Enterprise Account Executive at Toshiba
Industry Information Technology and Services
Experience
Toshiba November 2014 - Present
Direct Agents April 2014 - October 2014
Yodle December 2013 - April 2014
The Employment Network (CareerCo.com) March 2013 - December 2013
Indeed.com May 2012 - April 2013
STX, LLC 2010 - August 2012
Morgan Stanley Smith Barney August 2010 - July 2011
Skills
Sales, Cold Calling, Investments, Account Management, Retirement Planning, Networking, Series 7, Business Relationship..., Strategic Prospecting, Territory..., Leadership, Online Advertising, Sales Management, Recruitment Advertising, Customer Service, Market Research, Securities, Customer Retention, Strategy, Personal Branding, Equities, Salesforce.com, Strategic Planning, Time Management, Lead Generation, Strategy Formulation, Entrepreneurship, Business Planning, SEO, SEM, CRM, Email Marketing, Online Marketing, Marketing, Digital Marketing, Advertising, Management
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
Bachelors, Business Administration and Marketing
Ward Melville High School, Setauket, NY 2003 — 2006
Toshiba November 2014 - Present
Direct Agents April 2014 - October 2014
Yodle December 2013 - April 2014
The Employment Network (CareerCo.com) March 2013 - December 2013
Indeed.com May 2012 - April 2013
STX, LLC 2010 - August 2012
Morgan Stanley Smith Barney August 2010 - July 2011
Skills
Sales, Cold Calling, Investments, Account Management, Retirement Planning, Networking, Series 7, Business Relationship..., Strategic Prospecting, Territory..., Leadership, Online Advertising, Sales Management, Recruitment Advertising, Customer Service, Market Research, Securities, Customer Retention, Strategy, Personal Branding, Equities, Salesforce.com, Strategic Planning, Time Management, Lead Generation, Strategy Formulation, Entrepreneurship, Business Planning, SEO, SEM, CRM, Email Marketing, Online Marketing, Marketing, Digital Marketing, Advertising, Management
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
Bachelors, Business Administration and Marketing
Ward Melville High School, Setauket, NY 2003 — 2006
Eric Kubecka Eric Kubecka's Morgan Stanley Smith Barney Experience September 2008 - November 2012
Job Applications Engineer at ThomasNet
Industry Online Media
Experience
ThomasNet November 2012 - Present
Kubecka Realty LLC and Kubecka Properties LLC October 2007 - Present
Morgan Stanley Smith Barney September 2008 - November 2012
ITT 2006 - 2007
TDX Construction Corporation 2005 - 2006
University of Delaware September 2001 - May 2005
Skills
Program Management, MS Project, Process Improvement, Engineering, Project Management, Product Development, Quality Assurance, Business Development, Strategic Planning, Business Analysis, Access, Team Building, Budgets, Sales, Leadership, Finance, Manufacturing, Market Research, Salesforce.com, Online Marketing, Lead Generation, Email Marketing, SEO, New Business Development, Microsoft Project, Social Media Marketing, Online Advertising, SEM, Web Analytics, Marketing Strategy, Management
Education
University of Delaware 2001 — 2005
BS, Mechanical Engineering
University of Delaware 2000 — 2005
BS, Mechanical Engineering
Haborfields
ThomasNet November 2012 - Present
Kubecka Realty LLC and Kubecka Properties LLC October 2007 - Present
Morgan Stanley Smith Barney September 2008 - November 2012
ITT 2006 - 2007
TDX Construction Corporation 2005 - 2006
University of Delaware September 2001 - May 2005
Skills
Program Management, MS Project, Process Improvement, Engineering, Project Management, Product Development, Quality Assurance, Business Development, Strategic Planning, Business Analysis, Access, Team Building, Budgets, Sales, Leadership, Finance, Manufacturing, Market Research, Salesforce.com, Online Marketing, Lead Generation, Email Marketing, SEO, New Business Development, Microsoft Project, Social Media Marketing, Online Advertising, SEM, Web Analytics, Marketing Strategy, Management
Education
University of Delaware 2001 — 2005
BS, Mechanical Engineering
University of Delaware 2000 — 2005
BS, Mechanical Engineering
Haborfields
Taylor Rowe Taylor Rowe's Morgan Stanley Smith Barney Experience June 2011 - September 2011
Job Head, K50 at Kairos Society
Industry International Affairs
Experience
Kairos Society March 2015 - Present
Kairos Society March 2014 - March 2015
Unreasonable Group May 2013 - February 2014
Unreasonable at Sea January 2012 - May 2013
University of Denver January 2011 - June 2012
Morgan Stanley Smith Barney June 2011 - September 2011
Community Credit Counseling Services March 2010 - September 2010
Bruce Randolph High School September 2008 - June 2009
Education
University of Denver - Daniels College of Business 2008 — 2012
BSBA, Finance, Economics, Spanish, Magna Cum Laude
La Universidad Pablo de Olavide
Study Abroad
Air Academy High School 2004 — 2008
Kairos Society March 2015 - Present
Kairos Society March 2014 - March 2015
Unreasonable Group May 2013 - February 2014
Unreasonable at Sea January 2012 - May 2013
University of Denver January 2011 - June 2012
Morgan Stanley Smith Barney June 2011 - September 2011
Community Credit Counseling Services March 2010 - September 2010
Bruce Randolph High School September 2008 - June 2009
Education
University of Denver - Daniels College of Business 2008 — 2012
BSBA, Finance, Economics, Spanish, Magna Cum Laude
La Universidad Pablo de Olavide
Study Abroad
Air Academy High School 2004 — 2008
Danielle Nichols Danielle Nichols's Morgan Stanley Smith Barney Experience October 2009 - November 2011
Job Client Service Associate at Citi
Industry Financial Services
Experience
Citi November 2013 - Present
PEAK6 Investments LP January 2012 - November 2013
Morgan Stanley Smith Barney October 2009 - November 2011
Skills
Investments, Series 7, Sales, Customer Service, Series 63, Mutual Funds, Marketing, Equities, Relationship Management, Superior Client Service, New Business Development, Asset Allocation, Securities, Microsoft Office, Wealth Management, Creativity, Research, Variable Annuities, Investor Relations, Banking, Social Media, Separately Managed..., Teamwork, Options
Education
University of Florida 2005 — 2009
Bachelor of Science, Psychology
Citi November 2013 - Present
PEAK6 Investments LP January 2012 - November 2013
Morgan Stanley Smith Barney October 2009 - November 2011
Skills
Investments, Series 7, Sales, Customer Service, Series 63, Mutual Funds, Marketing, Equities, Relationship Management, Superior Client Service, New Business Development, Asset Allocation, Securities, Microsoft Office, Wealth Management, Creativity, Research, Variable Annuities, Investor Relations, Banking, Social Media, Separately Managed..., Teamwork, Options
Education
University of Florida 2005 — 2009
Bachelor of Science, Psychology
Ian Ivarson Ian Ivarson's Morgan Stanley Smith Barney Experience 2002 - 2002
Job IVAR / ivarpack.com
Industry Consumer Goods
Experience
IVAR July 2006 - Present
eBags 2003 - 2003
Morgan Stanley Smith Barney 2002 - 2002
Merrill Lynch 2001 - 2001
Ivarson 1992 - 2000
Skills
Manufacturing & Sourcing, Retail, Design, Consumer Products, Adobe, Websites, Weight Training, Swimming, Microsoft Excel, Marketing, Manufacturing, Brand Architecture, Product Design, Product Development, Entrepreneurship, Sales, Brand Management, Packaging, Sourcing, Integrated Marketing, Marketing Strategy, Fashion, Product Marketing, Social Media, Social Media Marketing, Brand Development, Strategic Planning, Management, New Business Development
Education
University of Denver 2000 — 2004
BSBA, Marketing
University of Denver 2000 — 2003
BSBA, Finance
IVAR July 2006 - Present
eBags 2003 - 2003
Morgan Stanley Smith Barney 2002 - 2002
Merrill Lynch 2001 - 2001
Ivarson 1992 - 2000
Skills
Manufacturing & Sourcing, Retail, Design, Consumer Products, Adobe, Websites, Weight Training, Swimming, Microsoft Excel, Marketing, Manufacturing, Brand Architecture, Product Design, Product Development, Entrepreneurship, Sales, Brand Management, Packaging, Sourcing, Integrated Marketing, Marketing Strategy, Fashion, Product Marketing, Social Media, Social Media Marketing, Brand Development, Strategic Planning, Management, New Business Development
Education
University of Denver 2000 — 2004
BSBA, Marketing
University of Denver 2000 — 2003
BSBA, Finance
Mckenzie Chandler's Morgan Stanley Smith Barney Experience May 2010 - August 2010
Job Membership Services at Denver Art Museum
Industry Museums and Institutions
Experience
Denver Art Museum November 2014 - Present
Walker Fine Art May 2012 - Present
Walker Fine Art January 2012 - June 2012
Bacaro Venetian Taverna April 2011 - January 2012
Morgan Stanley Smith Barney May 2010 - August 2010
Skills
Limited conversational..., Microsoft Excel, PowerPoint, Photoshop, Art Systems, Fine Art, Sales, Art, Social Media, Contemporary Art, Microsoft Office, Social Media Marketing, Event Management, Social Networking, Advertising, Facebook, Event Planning, Research
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
Glenbrook North High School 2004 — 2008
University of Colorado at
School of Arts, and Sciences Studio Art/ Art History
Denver Art Museum November 2014 - Present
Walker Fine Art May 2012 - Present
Walker Fine Art January 2012 - June 2012
Bacaro Venetian Taverna April 2011 - January 2012
Morgan Stanley Smith Barney May 2010 - August 2010
Skills
Limited conversational..., Microsoft Excel, PowerPoint, Photoshop, Art Systems, Fine Art, Sales, Art, Social Media, Contemporary Art, Microsoft Office, Social Media Marketing, Event Management, Social Networking, Advertising, Facebook, Event Planning, Research
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
Glenbrook North High School 2004 — 2008
University of Colorado at
School of Arts, and Sciences Studio Art/ Art History
John Grannis , CFP® John Grannis , CFP®'s Morgan Stanley Smith Barney Experience November 2005 - January 2011
Job Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS January 2011 - Present
Morgan Stanley Smith Barney November 2005 - January 2011
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Portfolio Management, Investment Advisory, Stocks, Mutual Funds, Banking, Risk Management, Credit, Financial Analysis, Comprehensive Financial..., Retirement Specialist, Long Term Care Insurance, Life Insurance, Investments, Financial Advisory
Education
University of Florida 1989 — 1992
Bachelor of Business Administration (B.B.A.), Accounting and Finance
UBS January 2011 - Present
Morgan Stanley Smith Barney November 2005 - January 2011
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Portfolio Management, Investment Advisory, Stocks, Mutual Funds, Banking, Risk Management, Credit, Financial Analysis, Comprehensive Financial..., Retirement Specialist, Long Term Care Insurance, Life Insurance, Investments, Financial Advisory
Education
University of Florida 1989 — 1992
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Tom Ervin Tom Ervin's Morgan Stanley Smith Barney Experience 2005 - Present
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2005 - Present
Legg Mason 1992 - 2005
Education
University of Delaware 1985 — 1989
Bachelor of Science (BS), Finance
Morgan Stanley Smith Barney 2005 - Present
Legg Mason 1992 - 2005
Education
University of Delaware 1985 — 1989
Bachelor of Science (BS), Finance
Kyle Brewer Kyle Brewer's Morgan Stanley Smith Barney Experience January 2009 - May 2009
Job AVP Process Improvement
Industry Financial Services
Experience
SLS March 2015 - Present
Caliber Home Loans January 2013 - March 2015
Nationstar Mortgage August 2012 - January 2013
Aurora Bank FSB February 2010 - August 2012
MWD Trading, LLC September 2009 - November 2009
Pettyjohn's Liquor and Wine August 2006 - September 2009
Morgan Stanley, Smith Barney January 2009 - May 2009
Skills
Financial Analysis, Valuation, Corporate Finance, Finance, Microsoft Excel, Managerial Finance, Leadership, Loans, Mortgage Lending, Due Diligence, Securities, Microsoft Office, Data Analysis, Microsoft Word, Outlook, Time Management, Analysis, Investments, Banking, Access, Management
Education
University of Colorado Boulder - Leeds School of Business 2006 — 2009
B.S., Business Administration with an emphasis in Finance
Wake Forest University 2004 — 2006
Finance
SLS March 2015 - Present
Caliber Home Loans January 2013 - March 2015
Nationstar Mortgage August 2012 - January 2013
Aurora Bank FSB February 2010 - August 2012
MWD Trading, LLC September 2009 - November 2009
Pettyjohn's Liquor and Wine August 2006 - September 2009
Morgan Stanley, Smith Barney January 2009 - May 2009
Skills
Financial Analysis, Valuation, Corporate Finance, Finance, Microsoft Excel, Managerial Finance, Leadership, Loans, Mortgage Lending, Due Diligence, Securities, Microsoft Office, Data Analysis, Microsoft Word, Outlook, Time Management, Analysis, Investments, Banking, Access, Management
Education
University of Colorado Boulder - Leeds School of Business 2006 — 2009
B.S., Business Administration with an emphasis in Finance
Wake Forest University 2004 — 2006
Finance
David M. Gerasin David M. Gerasin's Morgan Stanley Smith Barney Experience October 2008 - June 2012
Job President Steele Street Capital
Industry Financial Services
Experience
Steele Street Capital, LLC associated with Wells Fargo Advisors Financial Network June 2012 - Present
Morgan Stanley Smith Barney October 2008 - June 2012
Merrill Lynch March 2004 - October 2008
Skills
Risk Management, Retirement Planning, 401k, Asset Allocation, Wealth Management, Investment Strategies, Investments, Alternative Investments, Finance, Entrepreneurship, Small Business, Mutual Funds, Hedge Funds, Portfolio Management, Estate Planning, Asset Management, Financial Advisory, High Net Worth..., Financial Planners, Financial Analysis, Mortgage Lending, Capital Markets, Due Diligence, Strategic Financial...
Education
University of Denver 1991 — 1995
BSBA Real Estate & Finance
Holderness School 1989 — 1991
Secondary School
Steele Street Capital, LLC associated with Wells Fargo Advisors Financial Network June 2012 - Present
Morgan Stanley Smith Barney October 2008 - June 2012
Merrill Lynch March 2004 - October 2008
Skills
Risk Management, Retirement Planning, 401k, Asset Allocation, Wealth Management, Investment Strategies, Investments, Alternative Investments, Finance, Entrepreneurship, Small Business, Mutual Funds, Hedge Funds, Portfolio Management, Estate Planning, Asset Management, Financial Advisory, High Net Worth..., Financial Planners, Financial Analysis, Mortgage Lending, Capital Markets, Due Diligence, Strategic Financial...
Education
University of Denver 1991 — 1995
BSBA Real Estate & Finance
Holderness School 1989 — 1991
Secondary School
Kelly Donnelly Kelly Donnelly's Morgan Stanley Smith Barney Experience April 2011 - Present
Job Vice President Advisory Program Director at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2011 - Present
Morgan Stanley Smith Barney October 2008 - April 2011
Lehman Brothers Private Investment Management June 2006 - October 2008
Skills
Series 7, Series 63, Series 66
Education
The University of Connecticut 1999 — 2003
Bachelor's degree, Communication, Journalism, and Related Programs
Morgan Stanley Smith Barney April 2011 - Present
Morgan Stanley Smith Barney October 2008 - April 2011
Lehman Brothers Private Investment Management June 2006 - October 2008
Skills
Series 7, Series 63, Series 66
Education
The University of Connecticut 1999 — 2003
Bachelor's degree, Communication, Journalism, and Related Programs
Sonya Gelb Sonya Gelb's Morgan Stanley Smith Barney Experience May 1989 - March 2011
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James March 2011 - Present
Morgan Stanley Smith Barney May 1989 - March 2011
Drexel Burnham Lambert May 1987 - May 1989
Skills
Investments, Securities, Wealth Management, Portfolio Management, Series 7, Retirement Planning, Mutual Funds, Strategic Financial..., Investment Strategies, Asset Allocation, Series 63, Retirement, Alternative Investments, Series 9, Series 10, Series 3
Education
University of Florida
Raymond James March 2011 - Present
Morgan Stanley Smith Barney May 1989 - March 2011
Drexel Burnham Lambert May 1987 - May 1989
Skills
Investments, Securities, Wealth Management, Portfolio Management, Series 7, Retirement Planning, Mutual Funds, Strategic Financial..., Investment Strategies, Asset Allocation, Series 63, Retirement, Alternative Investments, Series 9, Series 10, Series 3
Education
University of Florida
Stephen Seidel Stephen Seidel's Morgan Stanley Smith Barney Experience May 2010 - August 2012
Job Client Services Representative at American Funds
Industry Investment Management
Experience
Capital Group January 2015 - Present
Janus Capital Group January 2014 - January 2015
Morgan Stanley Smith Barney May 2010 - August 2012
Skills
PowerPoint, Marketing, Microsoft Office, Microsoft Excel, Financial Analysis, Microsoft Word, Data Analysis, Social Media, Research, Customer Service, Public Speaking, Leadership, Social Networking, Facebook, Market Research
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2013
Information and Operations Management
Capital Group January 2015 - Present
Janus Capital Group January 2014 - January 2015
Morgan Stanley Smith Barney May 2010 - August 2012
Skills
PowerPoint, Marketing, Microsoft Office, Microsoft Excel, Financial Analysis, Microsoft Word, Data Analysis, Social Media, Research, Customer Service, Public Speaking, Leadership, Social Networking, Facebook, Market Research
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2013
Information and Operations Management
Sam Bridge IV's Morgan Stanley Smith Barney Experience June 2008 - August 2008
Job Sam Bridge Nursery & Greenhouses
Industry Farming
Experience
Sam Bridge Nursery and Greenhouses May 2014 - Present
Kforce August 2013 - May 2014
Kforce Inc. September 2011 - August 2013
DriveTime May 2010 - March 2011
Morgan Stanley Smith Barney June 2008 - August 2008
Skills
Client Development, New Business Development, Business Development, Sales, Account Management, Management, Sourcing, Cold Calling, Sales Process, Social Media, Microsoft Excel, PowerPoint, CRM, Networking, Microsoft Office
Education
University of Colorado at Boulder
Bachelors, Economics
Sam Bridge Nursery and Greenhouses May 2014 - Present
Kforce August 2013 - May 2014
Kforce Inc. September 2011 - August 2013
DriveTime May 2010 - March 2011
Morgan Stanley Smith Barney June 2008 - August 2008
Skills
Client Development, New Business Development, Business Development, Sales, Account Management, Management, Sourcing, Cold Calling, Sales Process, Social Media, Microsoft Excel, PowerPoint, CRM, Networking, Microsoft Office
Education
University of Colorado at Boulder
Bachelors, Economics
Jared Palish Jared Palish's Morgan Stanley Smith Barney Experience October 2009 - August 2010
Job Internal Investment Consultant at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors November 2012 - Present
Oppenheimer & Co. November 2010 - November 2012
Morgan Stanley Smith Barney October 2009 - August 2010
Skills
Investments, Mutual Funds, Financial Services, Retirement, Finance, Risk Management, Strategy, Sales, Insurance, Separately Managed..., Sales Operations, Series 7, Asset Management, Series 63, Fixed Income
Education
University of Colorado at Boulder - Leeds School of Business 2005 — 2009
Bachelor of Business Administration (BBA), Finance, General
Pascack Hills High School 2001 — 2005
Allianz Global Investors November 2012 - Present
Oppenheimer & Co. November 2010 - November 2012
Morgan Stanley Smith Barney October 2009 - August 2010
Skills
Investments, Mutual Funds, Financial Services, Retirement, Finance, Risk Management, Strategy, Sales, Insurance, Separately Managed..., Sales Operations, Series 7, Asset Management, Series 63, Fixed Income
Education
University of Colorado at Boulder - Leeds School of Business 2005 — 2009
Bachelor of Business Administration (BBA), Finance, General
Pascack Hills High School 2001 — 2005
Christian Furbay's Morgan Stanley Smith Barney Experience January 2012 - October 2012
Job Retirement Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Fidelity Investments August 2014 - February 2015
Fidelity Investments July 2013 - July 2014
Fidelity Investments September 2012 - July 2013
Morgan Stanley Smith Barney January 2012 - October 2012
Partner Professional Staffing May 2011 - August 2011
LoMetz Sales May 2010 - August 2010
Skills
Finance, Account Management, Recruiting, Microsoft Excel, Sales Management, Project Management, Sourcing, Microsoft Word, Microsoft Office, Mutual Funds, PowerPoint
Education
University of Dayton 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Fidelity Investments February 2015 - Present
Fidelity Investments August 2014 - February 2015
Fidelity Investments July 2013 - July 2014
Fidelity Investments September 2012 - July 2013
Morgan Stanley Smith Barney January 2012 - October 2012
Partner Professional Staffing May 2011 - August 2011
LoMetz Sales May 2010 - August 2010
Skills
Finance, Account Management, Recruiting, Microsoft Excel, Sales Management, Project Management, Sourcing, Microsoft Word, Microsoft Office, Mutual Funds, PowerPoint
Education
University of Dayton 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Michael Cassarino Michael Cassarino's Morgan Stanley Smith Barney Experience September 2008 - November 2008
Job Entry Level Finance candidate
Industry Financial Services
Experience
Prudential Financial 2011 - Present
Ipreo January 2010 - April 2010
Morgan Stanley Smith Barney September 2008 - November 2008
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
BS, Finance, Economics
Prudential Financial 2011 - Present
Ipreo January 2010 - April 2010
Morgan Stanley Smith Barney September 2008 - November 2008
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
BS, Finance, Economics
Loretta Chiofolo, CFP®, CRPS® Loretta Chiofolo, CFP®, CRPS®'s Morgan Stanley Smith Barney Experience October 1994 - July 2010
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Finanicial Services, Inc. March 2010 - Present
Morgan Stanley Smith Barney October 1994 - July 2010
Kidder Peabody December 1982 - June 1994
Education
University of Colorado Boulder 1978 — 1982
BA, Economics
Heritage High School 1974 — 1978
Ameriprise Finanicial Services, Inc. March 2010 - Present
Morgan Stanley Smith Barney October 1994 - July 2010
Kidder Peabody December 1982 - June 1994
Education
University of Colorado Boulder 1978 — 1982
BA, Economics
Heritage High School 1974 — 1978
Chris Kerns Chris Kerns's Morgan Stanley Smith Barney Experience January 1999 - April 2002
Job Fixed Income @ Morgan Stanley Institutional
Industry Financial Services
Experience
Morgan Stanley April 2012 - Present
Tradeco Securities November 2010 - April 2012
Schonfeld Securities April 2002 - October 2010
Morgan Stanley Smith Barney January 1999 - April 2002
Education
University of Delaware 1994 — 1998
BS, Finance
Morgan Stanley April 2012 - Present
Tradeco Securities November 2010 - April 2012
Schonfeld Securities April 2002 - October 2010
Morgan Stanley Smith Barney January 1999 - April 2002
Education
University of Delaware 1994 — 1998
BS, Finance
Mike Matthews, CFP®'s Morgan Stanley Smith Barney Experience June 2000 - November 2010
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2013 - Present
SunAmerica Asset Management November 2010 - October 2013
Morgan Stanley Smith Barney June 2000 - November 2010
Skills
Financial Advisory, Investments, Retirement Planning, Financial Services, Finance, Mutual Funds, Asset Allocation, Investment Strategies, Securities, Alternative Investments, Retirement, Equities, 401k Rollovers, 401k, Separately Managed..., Hedge Funds, ETFs, IRAs, Variable Annuities, Fixed Income, Wealth, Life Insurance, Relationship Management, High Net Worth...
Education
University of Colorado Boulder - Leeds School of Business 1989 — 1993
BS Business, Accounting
Wells Fargo Advisors, LLC October 2013 - Present
SunAmerica Asset Management November 2010 - October 2013
Morgan Stanley Smith Barney June 2000 - November 2010
Skills
Financial Advisory, Investments, Retirement Planning, Financial Services, Finance, Mutual Funds, Asset Allocation, Investment Strategies, Securities, Alternative Investments, Retirement, Equities, 401k Rollovers, 401k, Separately Managed..., Hedge Funds, ETFs, IRAs, Variable Annuities, Fixed Income, Wealth, Life Insurance, Relationship Management, High Net Worth...
Education
University of Colorado Boulder - Leeds School of Business 1989 — 1993
BS Business, Accounting
Jason E. Hughes Jason E. Hughes's Morgan Stanley Smith Barney Experience September 2005 - September 2012
Job Vice President Investments at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. September 2012 - Present
Morgan Stanley Smith Barney September 2005 - September 2012
Legg Mason February 2001 - September 2005
Skills
Investments, Wealth Management, Retirement Planning, Series 7, Asset Allocation, Strategic Financial..., Mutual Funds, Investment Advisory, Estate Planning, Alternative Investments, Series 63, Securities, Asset Management, Portfolio Management, Equities, Wealth Management..., Financial Analysis, Uniform Combined State..., Fixed Income, 401k
Education
University of Florida 1991 — 1995
B.S.B.A., Economics
University of Florida 1991 — 1995
Bachelor's of Science Business Administration, Economics
UBS Financial Services, Inc. September 2012 - Present
Morgan Stanley Smith Barney September 2005 - September 2012
Legg Mason February 2001 - September 2005
Skills
Investments, Wealth Management, Retirement Planning, Series 7, Asset Allocation, Strategic Financial..., Mutual Funds, Investment Advisory, Estate Planning, Alternative Investments, Series 63, Securities, Asset Management, Portfolio Management, Equities, Wealth Management..., Financial Analysis, Uniform Combined State..., Fixed Income, 401k
Education
University of Florida 1991 — 1995
B.S.B.A., Economics
University of Florida 1991 — 1995
Bachelor's of Science Business Administration, Economics
Kimberly Yates Kimberly Yates's Morgan Stanley Smith Barney Experience November 2004 - July 2010
Job Private Banker at Morgan Stanley Private Bank
Industry Financial Services
Experience
Morgan Stanley Private Bank July 2010 - Present
Morgan Stanley Smith Barney November 2004 - July 2010
Wachovia Wealth Management August 1988 - November 2004
Education
University of Delaware
BS, Business Administration & FInance
Morgan Stanley Private Bank July 2010 - Present
Morgan Stanley Smith Barney November 2004 - July 2010
Wachovia Wealth Management August 1988 - November 2004
Education
University of Delaware
BS, Business Administration & FInance
Matthew Flood's Morgan Stanley Smith Barney Experience October 2009 - September 2011
Job Assistant Vice President at Abner, Herrman & Brock LLC
Industry Financial Services
Experience
Abner, Herrman & Brock Asset Management September 2011 - Present
Morgan Stanley Smith Barney October 2009 - September 2011
Morgan Stanley Smith Barney August 2007 - October 2009
Skills
Financial Advisory, Asset Managment, Portfolio Management, Wealth Management, Business Development, Asset Management, Strategy, Finance, Investment Management, Series 7, Series 63, Mutual Funds, Analysis, Investments, High Net Worth..., Fixed Income, Retirement Planning
Education
The University of Connecticut
B.A. Economics
Abner, Herrman & Brock Asset Management September 2011 - Present
Morgan Stanley Smith Barney October 2009 - September 2011
Morgan Stanley Smith Barney August 2007 - October 2009
Skills
Financial Advisory, Asset Managment, Portfolio Management, Wealth Management, Business Development, Asset Management, Strategy, Finance, Investment Management, Series 7, Series 63, Mutual Funds, Analysis, Investments, High Net Worth..., Fixed Income, Retirement Planning
Education
The University of Connecticut
B.A. Economics
Curt Siegmeister Curt Siegmeister's Morgan Stanley Smith Barney Experience May 2008 - August 2008
Job Program Integrator at Lockheed Martin
Industry Defense & Space
Experience
Lockheed Martin July 2015 - Present
Rick Scott for Governor May 2014 - November 2014
Executive Office of the Governor November 2012 - May 2014
Republican Party of Florida June 2011 - November 2012
Florida Agency for Workforce Innovation January 2011 - June 2011
Republican Party of Florida October 2010 - January 2011
SRA International June 2009 - August 2009
Morgan Stanley Smith Barney May 2008 - August 2008
Morgan Stanley Smith Barney May 2007 - August 2007
Skills
Public Speaking, PowerPoint, Politics, Fundraising, Management, Political Campaigns, Microsoft Office, Public Policy, Public Relations, Microsoft Excel, Event Planning, Non-profits, Leadership, Sales, Social Media, Strategic Communications, Government, Microsoft Word, Strategic Planning, Research, Policy Analysis, Canoeing, Office Equipment..., Calculator, Xbox 360
Education
University of Florida 2006 — 2010
BSBA, Finance
Wellington High School 2002 — 2006
Lockheed Martin July 2015 - Present
Rick Scott for Governor May 2014 - November 2014
Executive Office of the Governor November 2012 - May 2014
Republican Party of Florida June 2011 - November 2012
Florida Agency for Workforce Innovation January 2011 - June 2011
Republican Party of Florida October 2010 - January 2011
SRA International June 2009 - August 2009
Morgan Stanley Smith Barney May 2008 - August 2008
Morgan Stanley Smith Barney May 2007 - August 2007
Skills
Public Speaking, PowerPoint, Politics, Fundraising, Management, Political Campaigns, Microsoft Office, Public Policy, Public Relations, Microsoft Excel, Event Planning, Non-profits, Leadership, Sales, Social Media, Strategic Communications, Government, Microsoft Word, Strategic Planning, Research, Policy Analysis, Canoeing, Office Equipment..., Calculator, Xbox 360
Education
University of Florida 2006 — 2010
BSBA, Finance
Wellington High School 2002 — 2006
Gina Timko's Morgan Stanley Smith Barney Experience May 2005 - Present
Job First Vice President, Financial Advisor, CFP(r), CIMA(r) at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2005 - Present
UBS May 1994 - May 2005
Education
University of Florida 1975 — 1979
BS, Pharmacy
Morgan Stanley Smith Barney May 2005 - Present
UBS May 1994 - May 2005
Education
University of Florida 1975 — 1979
BS, Pharmacy
Frank Moroni's Morgan Stanley Smith Barney Experience 2007 - 2008
Job Chicago Branch & Winnetka Branch Manager at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. March 2008 - Present
Morgan Stanley Smith Barney 2007 - 2008
UBS January 1984 - March 2007
Skills
Recruiting, Financial Advisory, Wealth, Series 7, Series 63, Wealth Management, Mutual Funds, Securities, Retirement Planning, Asset Allocation, Investments, FINRA, Investment Advisory, Alternative Investments, Equities, Strategic Financial..., Asset Managment, Finance, Series 24, Leadership
Education
University of Dayton 1973 — 1976
BA, History, Philsophy
Fenwick High School Oak Park Il
Robert W. Baird & Co. March 2008 - Present
Morgan Stanley Smith Barney 2007 - 2008
UBS January 1984 - March 2007
Skills
Recruiting, Financial Advisory, Wealth, Series 7, Series 63, Wealth Management, Mutual Funds, Securities, Retirement Planning, Asset Allocation, Investments, FINRA, Investment Advisory, Alternative Investments, Equities, Strategic Financial..., Asset Managment, Finance, Series 24, Leadership
Education
University of Dayton 1973 — 1976
BA, History, Philsophy
Fenwick High School Oak Park Il
Carrie Hoffman Carrie Hoffman's Morgan Stanley Smith Barney Experience July 2002 - September 2004
Job Director, Sales Strategy at CBS Interactive
Industry Marketing and Advertising
Experience
CBS Interactive January 2015 - Present
CBS Interactive January 2014 - Present
TV Guide March 2011 - Present
TV Guide October 2010 - March 2011
TV Guide December 2007 - October 2010
Sports Illustrated December 2006 - December 2007
Sports Illustrated May 2006 - December 2006
Professional Sports Publications September 2004 - May 2006
Morgan Stanley Smith Barney July 2002 - September 2004
Skills
Digital Media, Online Advertising, Digital Marketing, Marketing, Sales Management, Digital Strategy, Integrated Marketing, New Media, Advertising, Strategic Partnerships, Social Media Marketing, Social Media, Media Planning, Content Strategy, Marketing Strategy, Mobile Advertising, Online Marketing, Mobile Marketing, Advertising Sales, Analytics, Sales
Education
University of Delaware 1998 — 2002
Economics, Liberal Arts and Sciences/Liberal Studies
CBS Interactive January 2015 - Present
CBS Interactive January 2014 - Present
TV Guide March 2011 - Present
TV Guide October 2010 - March 2011
TV Guide December 2007 - October 2010
Sports Illustrated December 2006 - December 2007
Sports Illustrated May 2006 - December 2006
Professional Sports Publications September 2004 - May 2006
Morgan Stanley Smith Barney July 2002 - September 2004
Skills
Digital Media, Online Advertising, Digital Marketing, Marketing, Sales Management, Digital Strategy, Integrated Marketing, New Media, Advertising, Strategic Partnerships, Social Media Marketing, Social Media, Media Planning, Content Strategy, Marketing Strategy, Mobile Advertising, Online Marketing, Mobile Marketing, Advertising Sales, Analytics, Sales
Education
University of Delaware 1998 — 2002
Economics, Liberal Arts and Sciences/Liberal Studies
Lauren Castaldo Fitzgerald's Morgan Stanley Smith Barney Experience June 2009 - August 2012
Job VP, Global Compliance Exam Management at JPMorgan Chase
Industry Capital Markets
Experience
JPMorgan Chase September 2013 - Present
JPMorgan Chase August 2012 - August 2013
Morgan Stanley Smith Barney June 2009 - August 2012
Smith Barney Compliance December 2005 - June 2009
Citi Smith Barney October 2002 - December 2005
Education
University of Delaware 1998 — 2002
Bachelor of Arts (B.A.), English Language and Literature, General
JPMorgan Chase September 2013 - Present
JPMorgan Chase August 2012 - August 2013
Morgan Stanley Smith Barney June 2009 - August 2012
Smith Barney Compliance December 2005 - June 2009
Citi Smith Barney October 2002 - December 2005
Education
University of Delaware 1998 — 2002
Bachelor of Arts (B.A.), English Language and Literature, General
Carol Schwefel's Morgan Stanley Smith Barney Experience 2009 - 2010
Job Communications and Marketing
Industry Marketing and Advertising
Experience
Citigroup November 2010 - January 2012
Morgan Stanley Smith Barney 2009 - 2010
Citi Private Bank January 2002 - June 2009
Citigroup 2001 - 2008
PlanSponsor 2000 - 2001
Evaluation Associates 1995 - 1998
Skills
Marketing Strategy, Marketing Communications, Strategic Planning, Product Management, Investments, Integrated Marketing, Corporate Communications, Online Marketing, Vendor Management, Copywriting, Program Management, B2B, Not-for-profit campaigns, Brand ambassador, Collaterals Development, B2C
Education
Academie des Beaux Arts
The University of Connecticut
BS
University of Rouen, France
1er Degree, French language, history
Citigroup November 2010 - January 2012
Morgan Stanley Smith Barney 2009 - 2010
Citi Private Bank January 2002 - June 2009
Citigroup 2001 - 2008
PlanSponsor 2000 - 2001
Evaluation Associates 1995 - 1998
Skills
Marketing Strategy, Marketing Communications, Strategic Planning, Product Management, Investments, Integrated Marketing, Corporate Communications, Online Marketing, Vendor Management, Copywriting, Program Management, B2B, Not-for-profit campaigns, Brand ambassador, Collaterals Development, B2C
Education
Academie des Beaux Arts
The University of Connecticut
BS
University of Rouen, France
1er Degree, French language, history
Sofia Trojanowski's Morgan Stanley Smith Barney Experience June 2009 - January 2011
Job Client/Investment Advisory Services
Industry Financial Services
Experience
Morgan Stanley Investment Management June 2011 - April 2014
Morgan Stanley Smith Barney June 2009 - January 2011
Citi Smith Barney April 2007 - June 2009
Deutsche Bank Securities May 2006 - April 2007
Citi Smith Barney/Citigroup Global Markets March 2005 - April 2006
Morgan Stanley February 2004 - March 2005
Skills
Bloomberg, Fixed Income, Equities, Investment Management, Portfolio Management, Offshore Funds, Mutual Funds, Money Market Funds, Investment Advisory, Series 63, Wealth Management..., Asset Allocation, Financial Analysis, Equity Derivatives, Capital Markets, Financial Structuring, Finance, Derivatives, Series 7, Financial Modeling, Fund Of Funds, Investment Banking, Investments, Options, Client Services, Hedge Funds, Structured Products, Wealth Management, Emerging Markets, Private Banking, Alternative Investments
Education
University of Florida 2001 — 2003
Master's, French and Linguistics TESL
University of Florida 1997 — 2001
B.A., French, minor in Anthropology
Morgan Stanley Investment Management June 2011 - April 2014
Morgan Stanley Smith Barney June 2009 - January 2011
Citi Smith Barney April 2007 - June 2009
Deutsche Bank Securities May 2006 - April 2007
Citi Smith Barney/Citigroup Global Markets March 2005 - April 2006
Morgan Stanley February 2004 - March 2005
Skills
Bloomberg, Fixed Income, Equities, Investment Management, Portfolio Management, Offshore Funds, Mutual Funds, Money Market Funds, Investment Advisory, Series 63, Wealth Management..., Asset Allocation, Financial Analysis, Equity Derivatives, Capital Markets, Financial Structuring, Finance, Derivatives, Series 7, Financial Modeling, Fund Of Funds, Investment Banking, Investments, Options, Client Services, Hedge Funds, Structured Products, Wealth Management, Emerging Markets, Private Banking, Alternative Investments
Education
University of Florida 2001 — 2003
Master's, French and Linguistics TESL
University of Florida 1997 — 2001
B.A., French, minor in Anthropology
Ryan Winger's Morgan Stanley Smith Barney Experience November 2003 - July 2010
Job Executive Director at JPMorgan
Industry Financial Services
Experience
JPMorgan July 2010 - Present
Morgan Stanley Smith Barney November 2003 - July 2010
Morgan Stanley August 1998 - November 2003
ED&F Man January 1997 - June 1998
Skills
Fixed Income, Private Wealth..., Series 7, Alternative Investments, High Yield, Managed Accounts, Separately Managed..., Retail Brokerage, Comprehensive Wealth..., Fixed Income Research, Asset Allocation, High Net Worth..., Wealth Management, Portfolios, International Equities, Endowments, Institutional Clients, Hedge Funds, Managing Accounts, Portfolio Management, Series 63, Investment Management, Wealth Management..., Equities, Institutional...
Education
University of Denver - Daniels College of Business 1993 — 1997
BSBA, Intl Business
Westminster 1988 — 1992
High School
JPMorgan July 2010 - Present
Morgan Stanley Smith Barney November 2003 - July 2010
Morgan Stanley August 1998 - November 2003
ED&F Man January 1997 - June 1998
Skills
Fixed Income, Private Wealth..., Series 7, Alternative Investments, High Yield, Managed Accounts, Separately Managed..., Retail Brokerage, Comprehensive Wealth..., Fixed Income Research, Asset Allocation, High Net Worth..., Wealth Management, Portfolios, International Equities, Endowments, Institutional Clients, Hedge Funds, Managing Accounts, Portfolio Management, Series 63, Investment Management, Wealth Management..., Equities, Institutional...
Education
University of Denver - Daniels College of Business 1993 — 1997
BSBA, Intl Business
Westminster 1988 — 1992
High School
James Dunleavy's Morgan Stanley Smith Barney Experience April 2011 - Present
Job Sr. Sales Engineer at inContact Customer Advocate with focus on Cloud/SaaS Solutions Engineering and Enablement
Industry Computer Hardware
Experience
inContact December 2013 - Present
Morgan Stanley Smith Barney April 2011 - Present
Webhouse, Inc. February 2007 - July 2011
Weill Cornell Medical College 2002 - 2003
Weill Cornell Medical College 2001 - 2003
Skills
NetApp, Storage, Disaster Recovery, SAN, High Availability, Unix
Education
University of Delaware 1994 — 1998
inContact December 2013 - Present
Morgan Stanley Smith Barney April 2011 - Present
Webhouse, Inc. February 2007 - July 2011
Weill Cornell Medical College 2002 - 2003
Weill Cornell Medical College 2001 - 2003
Skills
NetApp, Storage, Disaster Recovery, SAN, High Availability, Unix
Education
University of Delaware 1994 — 1998
Carrie Eno's Morgan Stanley Smith Barney Experience November 2007 - June 2008
Job IT/IS Project Manager
Industry Information Technology and Services
Experience
Jay Peak Resort November 2011 - Present
Mimmo's March 2010 - November 2011
Morgan Stanley Smith Barney November 2007 - June 2008
Skills
Hospitality, Customer Service, Event Management, Time Management, Microsoft Excel, Microsoft Office, Microsoft Word, Event Planning, PowerPoint, Social Media, Leadership
Education
The University of Connecticut 2002 — 2008
Bachelor of Arts, English with a focus in creative writing and business.
Jay Peak Resort November 2011 - Present
Mimmo's March 2010 - November 2011
Morgan Stanley Smith Barney November 2007 - June 2008
Skills
Hospitality, Customer Service, Event Management, Time Management, Microsoft Excel, Microsoft Office, Microsoft Word, Event Planning, PowerPoint, Social Media, Leadership
Education
The University of Connecticut 2002 — 2008
Bachelor of Arts, English with a focus in creative writing and business.
Janet M. Jones's Morgan Stanley Smith Barney Experience January 2007 - Present
Job Senior Complex Service Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2013 - Present
Morgan Stanley Smith Barney January 2007 - Present
Honda Financial Services September 1997 - June 2006
Education
University of Delaware 1992 — 1997
Bachelor of Arts (BA), Sociology
Morgan Stanley Wealth Management November 2013 - Present
Morgan Stanley Smith Barney January 2007 - Present
Honda Financial Services September 1997 - June 2006
Education
University of Delaware 1992 — 1997
Bachelor of Arts (BA), Sociology
Kurt Bremer's Morgan Stanley Smith Barney Experience 2001 - 2009
Job Director Product and Application Development at Citigroup Smith Barney
Industry Financial Services
Experience
Citigroup Smith Barney Director of Product and Application DevelopmentCitigroup SmithBarney2001 - Present
Morgan Stanley Smith Barney 2001 - 2009
Citigroup / Citi Smith Barney 2001 - 2008
Education
University of Dayton 1975 — 1979
Citigroup Smith Barney Director of Product and Application DevelopmentCitigroup SmithBarney2001 - Present
Morgan Stanley Smith Barney 2001 - 2009
Citigroup / Citi Smith Barney 2001 - 2008
Education
University of Dayton 1975 — 1979
Christina Riley's Morgan Stanley Smith Barney Experience September 2005 - May 2006
Job 5th Grade Teacher at Mill Valley School District
Industry Higher Education
Experience
Mill Valley School District November 2013 - Present
Dominican University of California January 2013 - December 2013
Apttus December 2011 - January 2013
PopSugar City April 2011 - August 2011
PopSugar City November 2010 - April 2011
JAQK Cellars May 2010 - November 2010
Center for Urban Education about Sustainable Agriculture August 2009 - October 2009
Citco January 2008 - August 2009
Citco October 2006 - January 2008
Morgan Stanley Smith Barney September 2005 - May 2006
Skills
Customer Relations, Salesforce.com, Account Management, Lead Generation, Investor Relations, Relationship Management, Event Planning, E-commerce, CRM, Business Development, Analytics
Education
University of Colorado Boulder - Leeds School of Business 2002 — 2006
Bachelor of Science, Business Administration, Finance
Las Lomas High School 1998 — 2002
Mill Valley School District November 2013 - Present
Dominican University of California January 2013 - December 2013
Apttus December 2011 - January 2013
PopSugar City April 2011 - August 2011
PopSugar City November 2010 - April 2011
JAQK Cellars May 2010 - November 2010
Center for Urban Education about Sustainable Agriculture August 2009 - October 2009
Citco January 2008 - August 2009
Citco October 2006 - January 2008
Morgan Stanley Smith Barney September 2005 - May 2006
Skills
Customer Relations, Salesforce.com, Account Management, Lead Generation, Investor Relations, Relationship Management, Event Planning, E-commerce, CRM, Business Development, Analytics
Education
University of Colorado Boulder - Leeds School of Business 2002 — 2006
Bachelor of Science, Business Administration, Finance
Las Lomas High School 1998 — 2002
Jeffrey Merten's Morgan Stanley Smith Barney Experience 2007 - Present
Job Manager Support at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2007 - Present
Citigroup Smith Barney May 2007 - September 2010
Lockwood 2001 - 2006
Skills
Series 7, Alternative Investments, Mutual Funds, Securities
Education
University of Delaware 1988 — 1992
Bachelor of Science (B.S.), Finance and Marketing
Morgan Stanley Smith Barney 2007 - Present
Citigroup Smith Barney May 2007 - September 2010
Lockwood 2001 - 2006
Skills
Series 7, Alternative Investments, Mutual Funds, Securities
Education
University of Delaware 1988 — 1992
Bachelor of Science (B.S.), Finance and Marketing
Criswell Fiordalis's Morgan Stanley Smith Barney Experience June 2008 - August 2008
Job Strategic Planning & Analysis at Media Rights Capital
Industry Motion Pictures and Film
Experience
Media Rights Capital November 2014 - Present
Lions Gate Entertainment (NYSE: LGF) September 2012 - November 2014
Lions Gate Entertainment (NYSE: LGF) June 2011 - September 2012
The Ant Farm - DDB Worldwide / Omnicom Group (NYSE: OMC) August 2010 - June 2011
Participant Media June 2009 - September 2009
Morgan Stanley Smith Barney June 2008 - August 2008
MBIA June 2007 - April 2008
FARO Technologies, Inc. (NASDAQ: FARO) June 2005 - August 2005
Education
University of Denver 2006 — 2010
Bachelor of Science in Business Administration
Media Rights Capital November 2014 - Present
Lions Gate Entertainment (NYSE: LGF) September 2012 - November 2014
Lions Gate Entertainment (NYSE: LGF) June 2011 - September 2012
The Ant Farm - DDB Worldwide / Omnicom Group (NYSE: OMC) August 2010 - June 2011
Participant Media June 2009 - September 2009
Morgan Stanley Smith Barney June 2008 - August 2008
MBIA June 2007 - April 2008
FARO Technologies, Inc. (NASDAQ: FARO) June 2005 - August 2005
Education
University of Denver 2006 — 2010
Bachelor of Science in Business Administration
Apoorva Arvind's Morgan Stanley Smith Barney Experience 2010 - 2011
Job Analytic Consultant at Truven Health Analytics
Industry Hospital & Health Care
Experience
Truven Health Analytics January 2014 - Present
Theramedic Rehab Inc. May 2011 - December 2013
Morgan Stanley Smith Barney 2010 - 2011
University of Evansville February 2006 - May 2010
Merrill Lynch 2008 - 2009
Skills
Microsoft Excel, Strategic Financial..., Healthcare Management, Financial Analysis, Access, Leadership, Management, Budgets, Risk Management, Business Planning, Training, Financial Reporting, Accounting, Corporate Finance, Operations Management, Entrepreneurship, Finance, Research, Investments, PowerPoint, Banking, Policy, Portfolio Management, Data Analysis, Analysis, Customer Service, Financial Modeling, Business Analysis, Analytics, Healthcare, Financial Planning
Education
University of Evansville 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management, Finance
Truven Health Analytics January 2014 - Present
Theramedic Rehab Inc. May 2011 - December 2013
Morgan Stanley Smith Barney 2010 - 2011
University of Evansville February 2006 - May 2010
Merrill Lynch 2008 - 2009
Skills
Microsoft Excel, Strategic Financial..., Healthcare Management, Financial Analysis, Access, Leadership, Management, Budgets, Risk Management, Business Planning, Training, Financial Reporting, Accounting, Corporate Finance, Operations Management, Entrepreneurship, Finance, Research, Investments, PowerPoint, Banking, Policy, Portfolio Management, Data Analysis, Analysis, Customer Service, Financial Modeling, Business Analysis, Analytics, Healthcare, Financial Planning
Education
University of Evansville 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management, Finance
Kevin D. Rinow, CLU®'s Morgan Stanley Smith Barney Experience 2011 - 2012
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2012 - Present
Morgan Stanley Smith Barney 2011 - 2012
Nationwide Insurance 2004 - 2011
Education
University of Colorado at Boulder - Leeds School of Business
BS
Northwestern Mutual May 2012 - Present
Morgan Stanley Smith Barney 2011 - 2012
Nationwide Insurance 2004 - 2011
Education
University of Colorado at Boulder - Leeds School of Business
BS
Kristen Hayman- Flanagan's Morgan Stanley Smith Barney Experience August 2008 - November 2009
Job Relationship Manager
Industry Financial Services
Experience
Boston Business Improvement District January 2009 - Present
FIX Protocol July 2010 - March 2011
Morgan Stanley Smith Barney August 2008 - November 2009
BMO Capital Markets 2002 - 2008
Merrill Lynch January 2000 - January 2002
Bainco International Advisors January 1999 - January 2000
Deutsche Bank January 1998 - January 1999
Bear Stearns January 1997 - January 1998
Skills
Series 7, Event Planning, Asset Management, Asset Managment, Finance, Financial Services, Community Outreach
Education
University of Delaware 1990 — 1994
Bachelor of Arts, Political Science
Boston Business Improvement District January 2009 - Present
FIX Protocol July 2010 - March 2011
Morgan Stanley Smith Barney August 2008 - November 2009
BMO Capital Markets 2002 - 2008
Merrill Lynch January 2000 - January 2002
Bainco International Advisors January 1999 - January 2000
Deutsche Bank January 1998 - January 1999
Bear Stearns January 1997 - January 1998
Skills
Series 7, Event Planning, Asset Management, Asset Managment, Finance, Financial Services, Community Outreach
Education
University of Delaware 1990 — 1994
Bachelor of Arts, Political Science
Barbara Jaffe's Morgan Stanley Smith Barney Experience September 2008 - Present
Job Executive Director at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney September 2008 - Present
Smith Barney 2008 - Present
Morgan Stanley Smith Barney 2009 - 2010
Wachovia Securities 1978 - 2008
Prudential Securities 1978 - 2003
Skills
Equities, Wealth Management, Mutual Funds, Series 7, Securities, Series 63, Portfolio Management, Asset Allocation, Alternative Investments, FINRA, Derivatives, Options
Education
University of Florida
Morgan Stanley Smith Barney September 2008 - Present
Smith Barney 2008 - Present
Morgan Stanley Smith Barney 2009 - 2010
Wachovia Securities 1978 - 2008
Prudential Securities 1978 - 2003
Skills
Equities, Wealth Management, Mutual Funds, Series 7, Securities, Series 63, Portfolio Management, Asset Allocation, Alternative Investments, FINRA, Derivatives, Options
Education
University of Florida
Kurt Bremer's Morgan Stanley Smith Barney Experience July 2010 - Present
Job Executive Director, Client Management at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2010 - Present
Morgan Stanley Smith Barney June 2009 - July 2010
Citigroup / Smith Barney December 2001 - June 2009
Skills
Financial Analysis, CRM, Budgets, Management
Education
University of Dayton 1975 — 1979
BS, Accounting
Morgan Stanley Smith Barney July 2010 - Present
Morgan Stanley Smith Barney June 2009 - July 2010
Citigroup / Smith Barney December 2001 - June 2009
Skills
Financial Analysis, CRM, Budgets, Management
Education
University of Dayton 1975 — 1979
BS, Accounting
Scott Pearlman's Morgan Stanley Smith Barney Experience 2001 - 2010
Job Vice President at BlackRock
Industry Investment Management
Experience
BlackRock December 2010 - Present
Morgan Stanley Smith Barney 2001 - 2010
United National Bank February 1998 - March 2001
Summit Bank May 1995 - February 1998
Education
University of Delaware 1992 — 1994
Master Public Administration, Public Finance
University of Illinois at Urbana-Champaign 1988 — 1992
BA, Political Science, Business
BlackRock December 2010 - Present
Morgan Stanley Smith Barney 2001 - 2010
United National Bank February 1998 - March 2001
Summit Bank May 1995 - February 1998
Education
University of Delaware 1992 — 1994
Master Public Administration, Public Finance
University of Illinois at Urbana-Champaign 1988 — 1992
BA, Political Science, Business
Marco Acevedo's Morgan Stanley Smith Barney Experience January 2011 - October 2011
Job Licensed Financial Specialist
Industry Marketing and Advertising
Experience
PNC Financial Services December 2011 - Present
Morgan Stanley Smith Barney January 2011 - October 2011
GateHouse Media February 2009 - May 2010
Clear Channel Radio February 2003 - January 2009
Label Dynamics June 2002 - December 2002
EMINESS Technologies, Inc January 2001 - June 2002
Rodel, Inc. July 1995 - January 2001
Skills
New Business Development, Marketing, Sales Management, Advertising, Management, Leadership, Strategic Planning, Contract Negotiation, Social Media, Project Management, Social Media Marketing, Customer Service, Budgets, Process Improvement, Marketing Strategy, Sales, Social Networking, Business Development, Business Planning, CRM, Coaching, Event Planning, Marketing Communications, Negotiation, Public Relations, Public Speaking, Selling, Small Business, Start-ups, Strategy, Team Building, Team Leadership, Customer Relations, Problem Solving, Budgeting
Education
University of Delaware 1990 — 1995
Biological Sciences - Pre-Medical
Salesianum 1986 — 1990
PNC Financial Services December 2011 - Present
Morgan Stanley Smith Barney January 2011 - October 2011
GateHouse Media February 2009 - May 2010
Clear Channel Radio February 2003 - January 2009
Label Dynamics June 2002 - December 2002
EMINESS Technologies, Inc January 2001 - June 2002
Rodel, Inc. July 1995 - January 2001
Skills
New Business Development, Marketing, Sales Management, Advertising, Management, Leadership, Strategic Planning, Contract Negotiation, Social Media, Project Management, Social Media Marketing, Customer Service, Budgets, Process Improvement, Marketing Strategy, Sales, Social Networking, Business Development, Business Planning, CRM, Coaching, Event Planning, Marketing Communications, Negotiation, Public Relations, Public Speaking, Selling, Small Business, Start-ups, Strategy, Team Building, Team Leadership, Customer Relations, Problem Solving, Budgeting
Education
University of Delaware 1990 — 1995
Biological Sciences - Pre-Medical
Salesianum 1986 — 1990
Nick Pietrocola's Morgan Stanley Smith Barney Experience July 1998 - June 2012
Job Financial Advisor, Associate VicePresident
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2012 - Present
Morgan Stanley Smith Barney July 1998 - June 2012
Education
University of Dayton 1994 — 1998
Bachelor of Science, Accounting
Strongsville High School
Ameriprise Financial Services, Inc. July 2012 - Present
Morgan Stanley Smith Barney July 1998 - June 2012
Education
University of Dayton 1994 — 1998
Bachelor of Science, Accounting
Strongsville High School
Cyndy Houck's Morgan Stanley Smith Barney Experience 2011 - Present
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2011 - Present
Houck Business Services June 2009 - November 2011
Merrill Lynch June 1996 - June 2009
Education
University of Delaware 1973 — 1977
BS, Business Administration
Unversity of Delaware
Business Administration
Morgan Stanley Smith Barney 2011 - Present
Houck Business Services June 2009 - November 2011
Merrill Lynch June 1996 - June 2009
Education
University of Delaware 1973 — 1977
BS, Business Administration
Unversity of Delaware
Business Administration
Bryan Kerwin's Morgan Stanley Smith Barney Experience June 2010 - Present
Job MS
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2010 - Present
Education
University of Connecticut 2006 — 2010
Morgan Stanley Smith Barney June 2010 - Present
Education
University of Connecticut 2006 — 2010
Jonathan Joe Leonard's Morgan Stanley Smith Barney Experience July 2010 - July 2014
Job Vice President | Merchant Banking & Real Estate Investing Capital Markets Group at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management August 2014 - Present
Morgan Stanley Smith Barney July 2010 - July 2014
Legg Mason 2004 - July 2010
Skills
Fixed Income, High Yield Bonds, Preferred Stock, Series 24, Series 7, Series 63, Capital Markets, Investments, Asset Management, Equities, Alternative Investments, Wealth Management, Mutual Funds, Municipal Bonds, Separately Managed...
Education
The University of Connecticut
Bachelor's degree, Economics
Morgan Stanley Investment Management August 2014 - Present
Morgan Stanley Smith Barney July 2010 - July 2014
Legg Mason 2004 - July 2010
Skills
Fixed Income, High Yield Bonds, Preferred Stock, Series 24, Series 7, Series 63, Capital Markets, Investments, Asset Management, Equities, Alternative Investments, Wealth Management, Mutual Funds, Municipal Bonds, Separately Managed...
Education
The University of Connecticut
Bachelor's degree, Economics
RICHARD A DOHERTY's Morgan Stanley Smith Barney Experience FIN CONSMERRILL LYNCH ,208 FISHER BLDG,DETROIT ,MI1970 - 1977
Job VICE PRESIDENTWEALTH MANAGEMENT at MORGAN STANLEY SMITH BARNEY
Industry Financial Services
Experience
MORGAN STANLEY SMITH BARNEY FIN CONSMERRILL LYNCH ,208 FISHER BLDG,DETROIT ,MI1970 - 1977
Education
Wayne State University 1961 — 1968
BS of BUS ADMIN, BUSINESS, PSYCHOLOGY, ECONOMICS
University of Detroit Mercy 1957 — 1959
general studies
MORGAN STANLEY SMITH BARNEY FIN CONSMERRILL LYNCH ,208 FISHER BLDG,DETROIT ,MI1970 - 1977
Education
Wayne State University 1961 — 1968
BS of BUS ADMIN, BUSINESS, PSYCHOLOGY, ECONOMICS
University of Detroit Mercy 1957 — 1959
general studies
Anthony Pirri's Morgan Stanley Smith Barney Experience July 2008 - October 2010
Job AVP Portfolio Associate At Citi
Industry Financial Services
Experience
Citi November 2010 - Present
Morgan Stanley Smith Barney July 2008 - October 2010
Citi June 2006 - July 2008
Skills
Separately Managed..., Asset Allocation, Series 7, ETFs, Mutual Funds, Fixed Income, Equities, Unified Managed Accounts, Security APL, Rebalancing, SMA, Securities, Investments, UMA, Wealth Management, Hedge Funds, Uniform Combined State..., Alternative Investments, Investment Advisory, Investment Management, Investment Strategies
Education
The University of Connecticut 2001 — 2006
BS, Economics
University of Nevada-Las Vegas 2004 — 2004
Citi November 2010 - Present
Morgan Stanley Smith Barney July 2008 - October 2010
Citi June 2006 - July 2008
Skills
Separately Managed..., Asset Allocation, Series 7, ETFs, Mutual Funds, Fixed Income, Equities, Unified Managed Accounts, Security APL, Rebalancing, SMA, Securities, Investments, UMA, Wealth Management, Hedge Funds, Uniform Combined State..., Alternative Investments, Investment Advisory, Investment Management, Investment Strategies
Education
The University of Connecticut 2001 — 2006
BS, Economics
University of Nevada-Las Vegas 2004 — 2004
Jake Rome's Morgan Stanley Smith Barney Experience June 2008 - January 2009
Job Sr. Associate at Amstar
Industry Real Estate
Experience
Amstar Group August 2011 - Present
Westmount Realty Finance, LLC January 2011 - August 2011
Realty Capital Partners September 2010 - August 2011
Formations, LLC September 2009 - May 2010
Morgan Stanley Smith Barney June 2008 - January 2009
Renewable Choice Energy 2009 - 2009
Skills
Excel, Investments, Real Estate, Financial Modeling, Microsoft Excel, Financial Analysis, Due Diligence, Asset Management, Valuation, Real Estate Economics
Education
University of Colorado at Boulder - Leeds School of Business
BS, Finance, Real Estate, Entrepreneurship
Amstar Group August 2011 - Present
Westmount Realty Finance, LLC January 2011 - August 2011
Realty Capital Partners September 2010 - August 2011
Formations, LLC September 2009 - May 2010
Morgan Stanley Smith Barney June 2008 - January 2009
Renewable Choice Energy 2009 - 2009
Skills
Excel, Investments, Real Estate, Financial Modeling, Microsoft Excel, Financial Analysis, Due Diligence, Asset Management, Valuation, Real Estate Economics
Education
University of Colorado at Boulder - Leeds School of Business
BS, Finance, Real Estate, Entrepreneurship
Chuck Riggs's Morgan Stanley Smith Barney Experience January 2010 - Present
Job Financial Advisor Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2010 - Present
Carr Riggs and Ingram October 2009 - June 2010
Harper Van Scoick & Comnpany November 1985 - September 2009
Skills
CPA, Financial Planning, Public Speaking
Education
University of South Florida - College of Business Administration 1974 — 1975
Bachelors, Accounting
University of Florida 1969 — 1970
Bachelors, Education/Political science
Morgan Stanley Smith Barney January 2010 - Present
Carr Riggs and Ingram October 2009 - June 2010
Harper Van Scoick & Comnpany November 1985 - September 2009
Skills
CPA, Financial Planning, Public Speaking
Education
University of South Florida - College of Business Administration 1974 — 1975
Bachelors, Accounting
University of Florida 1969 — 1970
Bachelors, Education/Political science
Jason Moore's Morgan Stanley Smith Barney Experience 1995 - 2010
Job Managing Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2011 - Present
Bank of America Merrill Lynch September 2010 - February 2011
Morgan Stanley Smith Barney 1995 - 2010
Skills
Alternative Investments, Asset Allocation, Wealth Management, Mutual Funds, Asset Management, Investments, Portfolio Management, Investment Advisory, ETFs, Series 24, Separately Managed..., Series 7
Education
University of Delaware - Lerner College of Business and Economics 1996 — 1998
MBA, Finance
University of Delaware - Lerner College of Business and Economics 1990 — 1994
BSBA, Finance
Morgan Stanley Wealth Management February 2011 - Present
Bank of America Merrill Lynch September 2010 - February 2011
Morgan Stanley Smith Barney 1995 - 2010
Skills
Alternative Investments, Asset Allocation, Wealth Management, Mutual Funds, Asset Management, Investments, Portfolio Management, Investment Advisory, ETFs, Series 24, Separately Managed..., Series 7
Education
University of Delaware - Lerner College of Business and Economics 1996 — 1998
MBA, Finance
University of Delaware - Lerner College of Business and Economics 1990 — 1994
BSBA, Finance
Chet Ringeisen's Morgan Stanley Smith Barney Experience August 1988 - Present
Job Senior Vice President Wealth Management at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney August 1988 - Present
Florida Medical Management Consultants 1983 - 1988
Price Waterhouse 1981 - 1983
Education
University of Florida - Warrington College of Business Administration 1980 — 1981
M. Acc., Accounting, Tax
University of Florida 1972 — 1976
BSBA, Managemnet
Morgan Stanley Smith Barney August 1988 - Present
Florida Medical Management Consultants 1983 - 1988
Price Waterhouse 1981 - 1983
Education
University of Florida - Warrington College of Business Administration 1980 — 1981
M. Acc., Accounting, Tax
University of Florida 1972 — 1976
BSBA, Managemnet
Peter K. Janssen's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Vice President at Intuitive Venture Partners
Industry Venture Capital & Private Equity
Experience
Intuitive Venture Partners February 2015 - Present
Aegis Capital February 2013 - October 2014
SternAegis Ventures February 2013 - October 2014
Janssen Partners, Inc. January 2011 - January 2012
Morgan Stanley Smith Barney June 2009 - August 2009
College Works Painting January 2007 - April 2007
Franklin First Financial May 2006 - August 2006
Skills
Entrepreneurship, Fundraising, Venture Capital, Mergers & Acquisitions, Valuation, Investments, Private Equity, Private Placements, Sales
Education
University of Colorado at Boulder - Leeds School of Business 2006 — 2010
Bachelor of Business Administration, Finance
Intuitive Venture Partners February 2015 - Present
Aegis Capital February 2013 - October 2014
SternAegis Ventures February 2013 - October 2014
Janssen Partners, Inc. January 2011 - January 2012
Morgan Stanley Smith Barney June 2009 - August 2009
College Works Painting January 2007 - April 2007
Franklin First Financial May 2006 - August 2006
Skills
Entrepreneurship, Fundraising, Venture Capital, Mergers & Acquisitions, Valuation, Investments, Private Equity, Private Placements, Sales
Education
University of Colorado at Boulder - Leeds School of Business 2006 — 2010
Bachelor of Business Administration, Finance
Garrett Knight's Morgan Stanley Smith Barney Experience June 2007 - August 2007
Job Commodities Supply & Logistics
Industry Oil & Energy
Experience
TransMontaigne November 2012 - Present
TransMontaigne July 2011 - November 2012
Wall Street On Demand May 2011 - July 2011
Protean Electric Ltd July 2009 - July 2009
E3 Consulting May 2008 - August 2008
Morgan Stanley Smith Barney June 2007 - August 2007
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, Microsoft Word, Project Management, Social Media, Financial Analysis, Market Research, Analysis, Public Speaking, Sustainability, Leadership
Education
University of Colorado Boulder - Leeds School of Business 2007 — 2011
BA Business Administration, Finance, Entrepreneurship
TransMontaigne November 2012 - Present
TransMontaigne July 2011 - November 2012
Wall Street On Demand May 2011 - July 2011
Protean Electric Ltd July 2009 - July 2009
E3 Consulting May 2008 - August 2008
Morgan Stanley Smith Barney June 2007 - August 2007
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, Microsoft Word, Project Management, Social Media, Financial Analysis, Market Research, Analysis, Public Speaking, Sustainability, Leadership
Education
University of Colorado Boulder - Leeds School of Business 2007 — 2011
BA Business Administration, Finance, Entrepreneurship
Jon Lawrence's Morgan Stanley Smith Barney Experience August 1987 - August 2010
Job Director Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2010 - Present
Morgan Stanley Smith Barney August 1987 - August 2010
Morgan Stanley Smith Barney September 2009 - July 2010
Skills
401k, Alternative Investments, Asset Allocation, Asset Management, ETFs, Equities, Estate Planning, FINRA, Finance, Financial Advisory, Fixed Income, Hedge Funds, Investment Advisory, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Securities, Series 24, Series 63, Strategic Financial..., Strategic Planning, Wealth, Wealth Management, Series 65, Team Leadership, Wealth Management..., Financial Planning
Education
University of Dayton 1983 — 1987
BS, Finance
Merrill Lynch October 2010 - Present
Morgan Stanley Smith Barney August 1987 - August 2010
Morgan Stanley Smith Barney September 2009 - July 2010
Skills
401k, Alternative Investments, Asset Allocation, Asset Management, ETFs, Equities, Estate Planning, FINRA, Finance, Financial Advisory, Fixed Income, Hedge Funds, Investment Advisory, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Securities, Series 24, Series 63, Strategic Financial..., Strategic Planning, Wealth, Wealth Management, Series 65, Team Leadership, Wealth Management..., Financial Planning
Education
University of Dayton 1983 — 1987
BS, Finance
Bruce Rothbard CLU, ChFC's Morgan Stanley Smith Barney Experience 2007 - 2010
Job Consultant to advisors, designing and implementing advanced planning strategies for high net worth clients
Industry Financial Services
Experience
Mercury Financial Group 2010 - Present
Morgan Stanley Smith Barney 2007 - 2010
Prudential Securities/Wachovia Securities 2000 - 2007
Skills
Life Insurance, Retirement Planning, Wealth, Estate Planning, Long-term Care, Series 63, Insurance, Succession Planning, Wealth Management, Investments, Mutual Funds, Fixed Annuities, Strategic Financial..., Financial Advisory, Term Life Insurance, Wealth Accumulation, Strategic Planning, Underwriting, Long Term Care Insurance, Disability Insurance, Employee Benefits, Series 6, Retirement, Series 7, High Net Worth..., 401k, Wealth Management...
Education
University of Delaware
Bachelor of Arts (B.A.), Political Science and Government
Mercury Financial Group 2010 - Present
Morgan Stanley Smith Barney 2007 - 2010
Prudential Securities/Wachovia Securities 2000 - 2007
Skills
Life Insurance, Retirement Planning, Wealth, Estate Planning, Long-term Care, Series 63, Insurance, Succession Planning, Wealth Management, Investments, Mutual Funds, Fixed Annuities, Strategic Financial..., Financial Advisory, Term Life Insurance, Wealth Accumulation, Strategic Planning, Underwriting, Long Term Care Insurance, Disability Insurance, Employee Benefits, Series 6, Retirement, Series 7, High Net Worth..., 401k, Wealth Management...
Education
University of Delaware
Bachelor of Arts (B.A.), Political Science and Government
Rebecca Bench, CFA's Morgan Stanley Smith Barney Experience August 2006 - December 2010
Job Sr. Consultant at Nationwide Financial, Investment Management Group
Industry Financial Services
Experience
Nationwide Financial August 2013 - Present
The Hartford December 2010 - August 2013
Morgan Stanley Smith Barney August 2006 - December 2010
Merrill Lynch May 2005 - August 2006
Education
University of Delaware 2000 — 2005
BS, Finance and Economics
Nationwide Financial August 2013 - Present
The Hartford December 2010 - August 2013
Morgan Stanley Smith Barney August 2006 - December 2010
Merrill Lynch May 2005 - August 2006
Education
University of Delaware 2000 — 2005
BS, Finance and Economics
Darrell McAllister's Morgan Stanley Smith Barney Experience May 2011 - April 2013
Job Consulting CFO at Journey Homes Construction LLC et al.
Industry Financial Services
Experience
Journey Homes Construction LLC et al. January 2014 - Present
Consulting April 2013 - Present
Morgan Stanley Smith Barney May 2011 - April 2013
Bank of Choice January 2003 - October 2010
P.B. Roche LLC January 2000 - January 2003
1ST CHOICE BANK January 1991 - January 2000
Skills
401k Rollovers, Commercial Lending, Loans, Wealth Management, Commercial Banking, Finance, Credit Analysis, Portfolio Management, Investments, Credit, Series 7, Banking, Financial Analysis, Mortgage Lending, Securities, Cash Management, Small Business Lending, Consumer Lending, Strategic Financial..., Strategic Planning, Mutual Funds, Retail Banking, Leadership, Fixed Annuities, Treasury Management, Funding, Mergers & Acquisitions, Restructuring, Loan Origination, Insurance, Asset Management, Lines Of Credit
Education
University of Colorado at Boulder - Leeds School of Business 1966 — 1972
Bachelor of Science, Accounting and Finance
Journey Homes Construction LLC et al. January 2014 - Present
Consulting April 2013 - Present
Morgan Stanley Smith Barney May 2011 - April 2013
Bank of Choice January 2003 - October 2010
P.B. Roche LLC January 2000 - January 2003
1ST CHOICE BANK January 1991 - January 2000
Skills
401k Rollovers, Commercial Lending, Loans, Wealth Management, Commercial Banking, Finance, Credit Analysis, Portfolio Management, Investments, Credit, Series 7, Banking, Financial Analysis, Mortgage Lending, Securities, Cash Management, Small Business Lending, Consumer Lending, Strategic Financial..., Strategic Planning, Mutual Funds, Retail Banking, Leadership, Fixed Annuities, Treasury Management, Funding, Mergers & Acquisitions, Restructuring, Loan Origination, Insurance, Asset Management, Lines Of Credit
Education
University of Colorado at Boulder - Leeds School of Business 1966 — 1972
Bachelor of Science, Accounting and Finance
David Jayson's Morgan Stanley Smith Barney Experience February 2010 - March 2011
Job Branch Manager at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank July 2011 - Present
Morgan Stanley Smith Barney February 2010 - March 2011
Wells Fargo Financial 2005 - 2008
Education
University of Florida 2000 — 2004
Finance
Fifth Third Bank July 2011 - Present
Morgan Stanley Smith Barney February 2010 - March 2011
Wells Fargo Financial 2005 - 2008
Education
University of Florida 2000 — 2004
Finance
CW Mitchell's Morgan Stanley Smith Barney Experience June 1994 - Present
Job Finacial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 1994 - Present
Education
University of Delaware 1979 — 1982
Morgan Stanley Smith Barney June 1994 - Present
Education
University of Delaware 1979 — 1982
David W. Gamblin's Morgan Stanley Smith Barney Experience September 2004 - Present
Job Vice President Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney September 2004 - Present
A. G. Edwards & Sons August 1987 - September 2004
Education
University of Florida 1970 — 1975
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Morgan Stanley Smith Barney September 2004 - Present
A. G. Edwards & Sons August 1987 - September 2004
Education
University of Florida 1970 — 1975
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Kane Knutson's Morgan Stanley Smith Barney Experience May 2011 - August 2011
Job Marketing Associate at Capital Investment Management
Industry Financial Services
Experience
Merrill Lynch June 2013 - August 2013
Capital Investment Management June 2012 - May 2013
Morgan Stanley Smith Barney May 2011 - August 2011
Skills
Mathematics, Microsoft Excel, People Skills, Sales Operations, Client Relationship..., Event Management, Organization, Operations Management, Marketing Strategy, Cold Calling
Education
University of Colorado at Denver 2011 — 2014
Bachelor of Science, Finance and Accounting
Merrill Lynch June 2013 - August 2013
Capital Investment Management June 2012 - May 2013
Morgan Stanley Smith Barney May 2011 - August 2011
Skills
Mathematics, Microsoft Excel, People Skills, Sales Operations, Client Relationship..., Event Management, Organization, Operations Management, Marketing Strategy, Cold Calling
Education
University of Colorado at Denver 2011 — 2014
Bachelor of Science, Finance and Accounting
Elise Koko Black's Morgan Stanley Smith Barney Experience June 2011 - July 2011
Job Intern at Smak Pak
Industry
Experience
Smak Pak September 2014 - April 2015
I AM July 2013 - 2015
The Mountain Travel Symposium May 2013 - September 2013
Island Def Jam Music Group June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - July 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Research, Teaching, Public Speaking, Strategic Planning, Budgets, Social Media, Teamwork, Creative Writing
Education
University of Colorado Boulder 2011 — 2015
Bachelor's degree
Scarsdale High School 2007 — 2011
Smak Pak September 2014 - April 2015
I AM July 2013 - 2015
The Mountain Travel Symposium May 2013 - September 2013
Island Def Jam Music Group June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - July 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Research, Teaching, Public Speaking, Strategic Planning, Budgets, Social Media, Teamwork, Creative Writing
Education
University of Colorado Boulder 2011 — 2015
Bachelor's degree
Scarsdale High School 2007 — 2011
Jeffrey Mekulski's Morgan Stanley Smith Barney Experience January 2006 - Present
Job Sr. Research Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2006 - Present
Morgan Stanley Smith Barney January 2004 - January 2006
Morgan Stanley Smith Barney January 2002 - January 2004
PFPC January 2001 - January 2002
Morgan Stanley Dean Witter May 2000 - April 2001
Skills
Over 12 years..., General Securities..., Proficient in FACTSET,..., Investments, Equities, Asset Allocation, Mutual Funds, Financial Analysis, Finance, Due Diligence, Analysis, Financial Advisory, Management, Asset Management, Strategy, Securities, Series 7, Investment Strategies, Wealth Management, Capital Markets
Education
University of Delaware 1998 — 2000
Bachelor of Science, Business Administration; Finance
Morgan Stanley Smith Barney January 2006 - Present
Morgan Stanley Smith Barney January 2004 - January 2006
Morgan Stanley Smith Barney January 2002 - January 2004
PFPC January 2001 - January 2002
Morgan Stanley Dean Witter May 2000 - April 2001
Skills
Over 12 years..., General Securities..., Proficient in FACTSET,..., Investments, Equities, Asset Allocation, Mutual Funds, Financial Analysis, Finance, Due Diligence, Analysis, Financial Advisory, Management, Asset Management, Strategy, Securities, Series 7, Investment Strategies, Wealth Management, Capital Markets
Education
University of Delaware 1998 — 2000
Bachelor of Science, Business Administration; Finance
Randall Ruger's Morgan Stanley Smith Barney Experience January 1987 - March 2009
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2009 - Present
Morgan Stanley Smith Barney January 1987 - March 2009
Education
University of Denver 1973 — 1974
MBA, Marketing
Bucknell University 1966 — 1970
BS, Mechanical Engineering
Edward Jones 2009 - Present
Morgan Stanley Smith Barney January 1987 - March 2009
Education
University of Denver 1973 — 1974
MBA, Marketing
Bucknell University 1966 — 1970
BS, Mechanical Engineering
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.