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
Terence Marable, CNE Terence Marable, CNE's Morgan Stanley Smith Barney Experience October 2007 - May 2011
Job Real Estate Broker at @properties
Industry Financial Services
Experience
@properties 2014 - Present
Ameriprise Financial Services, Inc. May 2011 - April 2014
Morgan Stanley Smith Barney October 2007 - May 2011
Forest Pharmaceuticals December 2003 - January 2005
Skills
Real Estate, Real Estate Transactions, Real Estate Financing, Real Estate Economics, Financial Planning, Asset Allocation, Leadership, Process Improvement
Education
University of Illinois at Urbana-Champaign 1994 — 1999
Bachelor of Arts (B.A.), Political Science
Marian Catholic HS 1990 — 1994
@properties 2014 - Present
Ameriprise Financial Services, Inc. May 2011 - April 2014
Morgan Stanley Smith Barney October 2007 - May 2011
Forest Pharmaceuticals December 2003 - January 2005
Skills
Real Estate, Real Estate Transactions, Real Estate Financing, Real Estate Economics, Financial Planning, Asset Allocation, Leadership, Process Improvement
Education
University of Illinois at Urbana-Champaign 1994 — 1999
Bachelor of Arts (B.A.), Political Science
Marian Catholic HS 1990 — 1994
Marty Rohan's Morgan Stanley Smith Barney Experience May 2010 - July 2010
Job Credit Analyst at Citizens Bank
Industry Banking
Experience
Citizens Bank February 2015 - Present
PwC July 2012 - February 2015
PwC June 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - July 2010
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2012
BS Accountancy, BS Finance
Citizens Bank February 2015 - Present
PwC July 2012 - February 2015
PwC June 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - July 2010
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2012
BS Accountancy, BS Finance
Corey Williams Corey Williams's Morgan Stanley Smith Barney Experience 2000 - 2001
Job Network Marketing Direct Sales Expert
Industry Marketing and Advertising
Experience
MorningStarGospel January 2012 - Present
MrCoffeeMan.com April 2008 - Present
Private Firm April 2011 - January 2013
KCI World 2006 - 2008
Morgan Stanley Smith Barney 2000 - 2001
Skills
New Media, Project Management, Applicant Tracking..., Process Improvement, Finance, Human Resources, Employee Benefits, Advertising, SAP, Training, Leadership, Marketing, Strategy, Team Building, Management, Sales
Education
University of Houston 2000 — 2004
BA, Corporate Communications/Theatre
MorningStarGospel January 2012 - Present
MrCoffeeMan.com April 2008 - Present
Private Firm April 2011 - January 2013
KCI World 2006 - 2008
Morgan Stanley Smith Barney 2000 - 2001
Skills
New Media, Project Management, Applicant Tracking..., Process Improvement, Finance, Human Resources, Employee Benefits, Advertising, SAP, Training, Leadership, Marketing, Strategy, Team Building, Management, Sales
Education
University of Houston 2000 — 2004
BA, Corporate Communications/Theatre
Benjamin Kresner Benjamin Kresner's Morgan Stanley Smith Barney Experience May 2012 - August 2012
Job Investment Analyst at Lowery Asset Consulting, LLC
Industry Financial Services
Experience
Lowery Asset Consulting, LLC July 2014 - Present
McGladrey May 2013 - July 2014
The University of Iowa Krause Fund August 2012 - December 2012
Morgan Stanley Smith Barney May 2012 - August 2012
Sigma Pi Fraternity August 2010 - August 2011
Skills
Finance, Analysis, Investment Manager..., Performance Analysis, Leadership, Strategic Financial..., Wealth Management, Financial Forecasting, Performance Reporting, Financial Modeling, Fundamental Analysis, Microsoft Office, Mutual Funds, Bloomberg Terminal, Equity Valuation, Customer Service, Teamwork
Education
University of Iowa 2009 — 2013
Bachelor of Business Administration (BBA), Finance, 3.61
Passed Level I of the CFA Program
Lowery Asset Consulting, LLC July 2014 - Present
McGladrey May 2013 - July 2014
The University of Iowa Krause Fund August 2012 - December 2012
Morgan Stanley Smith Barney May 2012 - August 2012
Sigma Pi Fraternity August 2010 - August 2011
Skills
Finance, Analysis, Investment Manager..., Performance Analysis, Leadership, Strategic Financial..., Wealth Management, Financial Forecasting, Performance Reporting, Financial Modeling, Fundamental Analysis, Microsoft Office, Mutual Funds, Bloomberg Terminal, Equity Valuation, Customer Service, Teamwork
Education
University of Iowa 2009 — 2013
Bachelor of Business Administration (BBA), Finance, 3.61
Passed Level I of the CFA Program
Kory David Lee Kory David Lee's Morgan Stanley Smith Barney Experience 2012 - 2012
Job CFP®, Wealth Manager
Industry Financial Services
Experience
USAA October 2014 - Present
Morgan Stanley Wealth Management April 2014 - October 2014
HA&W Wealth Management, LLC 2012 - March 2014
Morgan Stanley Smith Barney 2012 - 2012
Wells Fargo Advisors, LLC 2011 - 2012
Wells Fargo Advisors, LLC 2009 - 2010
Morgan Stanley Smith Barney 2008 - 2009
Citi Smith Barney 2006 - 2008
Education
University of Georgia - Terry College of Business
Westminster College (MO)
B.A., Economics
USAA October 2014 - Present
Morgan Stanley Wealth Management April 2014 - October 2014
HA&W Wealth Management, LLC 2012 - March 2014
Morgan Stanley Smith Barney 2012 - 2012
Wells Fargo Advisors, LLC 2011 - 2012
Wells Fargo Advisors, LLC 2009 - 2010
Morgan Stanley Smith Barney 2008 - 2009
Citi Smith Barney 2006 - 2008
Education
University of Georgia - Terry College of Business
Westminster College (MO)
B.A., Economics
Paul Casazza Paul Casazza's Morgan Stanley Smith Barney Experience August 2007 - May 2013
Job Partner, Financial Advisor RJFS
Industry Financial Services
Experience
Dashboard Wealth Advisors LLC May 2013 - Present
Morgan Stanley Smith Barney August 2007 - May 2013
AG Edwards & Sons March 2006 - August 2007
United States Marine Corps 1997 - 2001
Skills
Wealth Management, Wealth Accumulation, Wealth Preservation..., Life Insurance, Generational Wealth..., Investment Allocation, Investments, High Net Worth..., Leadership, Management, Finance, Strategic Planning, Retirement Planning, Financial Planning, Wealth Management..., Estate Planning, Asset Allocation, Investment Advisory, Mutual Funds, Series 7, Team Building, Investment Strategies, Small Business
Education
University of Illinois at Chicago
BS in Finance
Dashboard Wealth Advisors LLC May 2013 - Present
Morgan Stanley Smith Barney August 2007 - May 2013
AG Edwards & Sons March 2006 - August 2007
United States Marine Corps 1997 - 2001
Skills
Wealth Management, Wealth Accumulation, Wealth Preservation..., Life Insurance, Generational Wealth..., Investment Allocation, Investments, High Net Worth..., Leadership, Management, Finance, Strategic Planning, Retirement Planning, Financial Planning, Wealth Management..., Estate Planning, Asset Allocation, Investment Advisory, Mutual Funds, Series 7, Team Building, Investment Strategies, Small Business
Education
University of Illinois at Chicago
BS in Finance
Steven Tromberg's Morgan Stanley Smith Barney Experience May 2010 - August 2010
Job VP Business Development of Cure Analytics
Industry Computer Software
Experience
Cure Analytics October 2014 - Present
American Clothing Exchange March 2014 - Present
VALIC September 2013 - November 2014
Merrill Lynch October 2011 - July 2013
Morgan Stanley Smith Barney May 2010 - August 2010
Riemer Insurance Group May 2008 - July 2008
Shevlin & Atkins April 2007 - June 2007
Skills
Business Strategy, New Business Development, Operations Management, Bilingual-Spanish, Marketing, Finance, Wealth Management, Financial Advisory, CRM, Insurance, Social Networking, Management, Strategic Financial..., Event Planning, Microsoft Office, Sales, Investments, Financial Planning, Spanish
Education
University of Florida - Warrington College Of Business 2007 — 2011
BSBA, Business/Finance
Miami Country Day School 2003 — 2007
High School
Cure Analytics October 2014 - Present
American Clothing Exchange March 2014 - Present
VALIC September 2013 - November 2014
Merrill Lynch October 2011 - July 2013
Morgan Stanley Smith Barney May 2010 - August 2010
Riemer Insurance Group May 2008 - July 2008
Shevlin & Atkins April 2007 - June 2007
Skills
Business Strategy, New Business Development, Operations Management, Bilingual-Spanish, Marketing, Finance, Wealth Management, Financial Advisory, CRM, Insurance, Social Networking, Management, Strategic Financial..., Event Planning, Microsoft Office, Sales, Investments, Financial Planning, Spanish
Education
University of Florida - Warrington College Of Business 2007 — 2011
BSBA, Business/Finance
Miami Country Day School 2003 — 2007
High School
Nick Cantieri Nick Cantieri's Morgan Stanley Smith Barney Experience May 2011 - August 2011
Job Tax Associate at PwC
Industry Accounting
Experience
PwC July 2014 - Present
PwC June 2013 - August 2013
Morgan Stanley Smith Barney May 2011 - August 2011
Northwestern Mutual May 2010 - August 2010
Skills
Accounting, Communication, Public Speaking, Analysis, Microsoft Excel, Research, PowerPoint, Microsoft Word, Microsoft Office, Financial Analysis, Data Analysis, Leadership, Budgets, Finance, Tax, Financial Reporting, Auditing, Accounts Payable, Customer Service, Financial Modeling, Team Leadership, Social Media, Management Consulting
Education
University of Illinois at Urbana-Champaign 2013 — 2014
Master of Accounting Science, Accounting
University of Illinois at Urbana-Champaign 2009 — 2013
Accounting
PwC July 2014 - Present
PwC June 2013 - August 2013
Morgan Stanley Smith Barney May 2011 - August 2011
Northwestern Mutual May 2010 - August 2010
Skills
Accounting, Communication, Public Speaking, Analysis, Microsoft Excel, Research, PowerPoint, Microsoft Word, Microsoft Office, Financial Analysis, Data Analysis, Leadership, Budgets, Finance, Tax, Financial Reporting, Auditing, Accounts Payable, Customer Service, Financial Modeling, Team Leadership, Social Media, Management Consulting
Education
University of Illinois at Urbana-Champaign 2013 — 2014
Master of Accounting Science, Accounting
University of Illinois at Urbana-Champaign 2009 — 2013
Accounting
Kennedy Dineen's Morgan Stanley Smith Barney Experience June 2007 - August 2009
Job Strategic Sourcing Manager at GeorgiaPacific LLC
Industry Paper & Forest Products
Experience
Georgia-Pacific LLC May 2012 - Present
Georgia-Pacific LLC February 2012 - May 2012
IronPlanet August 2010 - February 2012
Morgan Stanley Smith Barney June 2007 - August 2009
Skills
Strategic Sourcing, Process Improvement, Negotiation, Management, Procurement, Contract Management, Cross-functional Team..., Logistics, Project Management, Strategy, Supply Chain, Engineering, Purchasing, Inventory Management, Leadership, Forecasting, Sourcing, Analysis, ERP
Education
University of Illinois at Urbana-Champaign 2006 — 2010
B.S., Consumer Economics & Finance
Georgia-Pacific LLC May 2012 - Present
Georgia-Pacific LLC February 2012 - May 2012
IronPlanet August 2010 - February 2012
Morgan Stanley Smith Barney June 2007 - August 2009
Skills
Strategic Sourcing, Process Improvement, Negotiation, Management, Procurement, Contract Management, Cross-functional Team..., Logistics, Project Management, Strategy, Supply Chain, Engineering, Purchasing, Inventory Management, Leadership, Forecasting, Sourcing, Analysis, ERP
Education
University of Illinois at Urbana-Champaign 2006 — 2010
B.S., Consumer Economics & Finance
Scott Schuster's Morgan Stanley Smith Barney Experience 2001 - May 2013
Job Managing Partner at Dashboard Wealth Advisors
Industry Financial Services
Experience
Dashboard Wealth Advisors May 2013 - Present
Morgan Stanley Smith Barney 2001 - May 2013
Ernst & Young 1992 - 1999
Skills
Wealth Management, Financial Services, Alternative Investments, Estate Planning, Financial Modeling, High Net Worth..., Investments, Loans, Financial Advisory, Management, Relationship Management, Retirement Planning, Tax, Wealth Management..., Strategic Financial..., Asset Management, Wealth, Finance, Financial Analysis
Education
University of Illinois at Urbana-Champaign - College of Business 1989 — 1992
Masters of Accountancy, Accounting
Dashboard Wealth Advisors May 2013 - Present
Morgan Stanley Smith Barney 2001 - May 2013
Ernst & Young 1992 - 1999
Skills
Wealth Management, Financial Services, Alternative Investments, Estate Planning, Financial Modeling, High Net Worth..., Investments, Loans, Financial Advisory, Management, Relationship Management, Retirement Planning, Tax, Wealth Management..., Strategic Financial..., Asset Management, Wealth, Finance, Financial Analysis
Education
University of Illinois at Urbana-Champaign - College of Business 1989 — 1992
Masters of Accountancy, Accounting
Brian Roche's Morgan Stanley Smith Barney Experience September 2009 - September 2010
Job Senior Financial Services Advisory at EY
Industry Financial Services
Experience
EY January 2014 - Present
e2e Advisors, LLC (formerly The Diel Group, Inc) March 2011 - January 2014
Morgan Stanley Smith Barney September 2009 - September 2010
Education
University of Louisville 2005 — 2009
BS
Don Bosco Prep 2001 — 2005
EY January 2014 - Present
e2e Advisors, LLC (formerly The Diel Group, Inc) March 2011 - January 2014
Morgan Stanley Smith Barney September 2009 - September 2010
Education
University of Louisville 2005 — 2009
BS
Don Bosco Prep 2001 — 2005
Cara Zeller's Morgan Stanley Smith Barney Experience June 2009 - Present
Job Senior Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2009 - Present
Citi/Smith Barney April 2007 - June 2009
Consumer Credit Counseling Service San Francisco May 2005 - April 2007
Skills
Financial Analysis, Equities, Investments, Financial Modeling, Trading, Alternative Investments, Asset Management, Fixed Income, Series 7, Financial Services
Education
University of Illinois at Urbana-Champaign 2000 — 2004
Bachelor's degree, Spanish Language and Literature
Morgan Stanley Smith Barney June 2009 - Present
Citi/Smith Barney April 2007 - June 2009
Consumer Credit Counseling Service San Francisco May 2005 - April 2007
Skills
Financial Analysis, Equities, Investments, Financial Modeling, Trading, Alternative Investments, Asset Management, Fixed Income, Series 7, Financial Services
Education
University of Illinois at Urbana-Champaign 2000 — 2004
Bachelor's degree, Spanish Language and Literature
Myrla Vanegas Myrla Vanegas's Morgan Stanley Smith Barney Experience March 2007 - March 2010
Job Event Coordinator
Industry Hospitality
Experience
Occasio Productions February 2014 - Present
Aramco Services Company November 2012 - January 2014
Tele-Communication, Inc. July 2011 - October 2012
The PR Boutique January 2011 - April 2011
Morgan Stanley Smith Barney March 2007 - March 2010
Skills
Microsoft Office, New Business Development, Microsoft Excel, Media Relations, Photoshop, Press Releases, Public Relations, Retail, Newsletters, Social Media Marketing, Spanish, Social Media, Marketing Communications, Marketing, Interviews, Leadership, Market Research, Project Management, Event Planning, Event Management, Advertising, Blogging, Customer Service, Editing, Accounting, Financial Analysis, Sales, Time Management
Education
University of Houston 2007 — 2011
Occasio Productions February 2014 - Present
Aramco Services Company November 2012 - January 2014
Tele-Communication, Inc. July 2011 - October 2012
The PR Boutique January 2011 - April 2011
Morgan Stanley Smith Barney March 2007 - March 2010
Skills
Microsoft Office, New Business Development, Microsoft Excel, Media Relations, Photoshop, Press Releases, Public Relations, Retail, Newsletters, Social Media Marketing, Spanish, Social Media, Marketing Communications, Marketing, Interviews, Leadership, Market Research, Project Management, Event Planning, Event Management, Advertising, Blogging, Customer Service, Editing, Accounting, Financial Analysis, Sales, Time Management
Education
University of Houston 2007 — 2011
Beth Wendling's Morgan Stanley Smith Barney Experience May 2009 - August 2009
Job Sales Associate at Mitre Media
Industry Marketing and Advertising
Experience
Mitre Media October 2014 - Present
Mitre Media November 2013 - October 2014
Spark SMG November 2011 - November 2013
YogaG September 2010 - September 2011
Kinetic Worldwide May 2010 - August 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Harrington Signal Inc May 2008 - August 2008
Skills
Advertising, Marketing, Event Management, Marketing Strategy, Social Media, Social Networking, Editing, Online Advertising, Digital Marketing, Facebook, Digital Media, Email Marketing, Event Planning, Sales, Social Media Marketing, Leadership, Marketing Communications, Integrated Marketing, Management, Microsoft Office, Digital Strategy, Media Planning, Customer Service, Online Marketing, Webinar Management, Webinar Development
Education
University of Iowa 2007 — 2011
BA, Journalism and Mass Communication. Entrepreneurial Management
Assumption High School 2003 — 2007
Mitre Media October 2014 - Present
Mitre Media November 2013 - October 2014
Spark SMG November 2011 - November 2013
YogaG September 2010 - September 2011
Kinetic Worldwide May 2010 - August 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Harrington Signal Inc May 2008 - August 2008
Skills
Advertising, Marketing, Event Management, Marketing Strategy, Social Media, Social Networking, Editing, Online Advertising, Digital Marketing, Facebook, Digital Media, Email Marketing, Event Planning, Sales, Social Media Marketing, Leadership, Marketing Communications, Integrated Marketing, Management, Microsoft Office, Digital Strategy, Media Planning, Customer Service, Online Marketing, Webinar Management, Webinar Development
Education
University of Iowa 2007 — 2011
BA, Journalism and Mass Communication. Entrepreneurial Management
Assumption High School 2003 — 2007
Michelle Hinrichs Michelle Hinrichs's Morgan Stanley Smith Barney Experience March 2008 - May 2012
Job Chief Compliance Officer / Client Service Manager at Jobes Solo Investment Group, LLC
Industry Financial Services
Experience
Jobes Solo Investment Group, LLC May 2012 - Present
Morgan Stanley Smith Barney March 2008 - May 2012
AIG Annuity June 2005 - September 2007
AIG Annuity November 2001 - June 2005
AIG Annuity December 1999 - October 2001
Skills
Strategy, Customer Service, Marketing, Process Improvement, Leadership, Public Speaking, Close Attention to..., Management, Executive Management, Creative Problem Solving, Manage Complex Projects, Financial Services, Staff Management, Sales, Risk Management, Leadership Development, Highly Organized, Effective Communicator, Excellent Service, Team Building, Contract Negotiation, Event Management, Budgets, Strategic Planning
Education
Houston Community College
27 Hours Credit, General Studies
University of Houston
60 Hours Credit, Psychology
Jobes Solo Investment Group, LLC May 2012 - Present
Morgan Stanley Smith Barney March 2008 - May 2012
AIG Annuity June 2005 - September 2007
AIG Annuity November 2001 - June 2005
AIG Annuity December 1999 - October 2001
Skills
Strategy, Customer Service, Marketing, Process Improvement, Leadership, Public Speaking, Close Attention to..., Management, Executive Management, Creative Problem Solving, Manage Complex Projects, Financial Services, Staff Management, Sales, Risk Management, Leadership Development, Highly Organized, Effective Communicator, Excellent Service, Team Building, Contract Negotiation, Event Management, Budgets, Strategic Planning
Education
Houston Community College
27 Hours Credit, General Studies
University of Houston
60 Hours Credit, Psychology
Giang A. Nguyen Giang A. Nguyen's Morgan Stanley Smith Barney Experience March 2012 - August 2012
Job Senior Associate, M&A Transactions
Industry Financial Services
Experience
KPMG US January 2013 - Present
Frisch Capital Partners, LLC August 2012 - December 2012
Morgan Stanley Smith Barney March 2012 - August 2012
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Microsoft Excel, Investment Banking, Capital Markets, Valuation, Client Service Oriented, Financial Accounting, Fixed Income, Venture Capital, Investments
Education
University of Georgia - Terry College of Business 2009 — 2012
Bachelor of Business Administration, Double Major (Banking & Finance and Accounting), Biology Minor
KPMG US January 2013 - Present
Frisch Capital Partners, LLC August 2012 - December 2012
Morgan Stanley Smith Barney March 2012 - August 2012
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Microsoft Excel, Investment Banking, Capital Markets, Valuation, Client Service Oriented, Financial Accounting, Fixed Income, Venture Capital, Investments
Education
University of Georgia - Terry College of Business 2009 — 2012
Bachelor of Business Administration, Double Major (Banking & Finance and Accounting), Biology Minor
Sage Thomson's Morgan Stanley Smith Barney Experience April 2002 - April 2003
Job Consultant, Commercial Strategy | Business Development
Industry Financial Services
Experience
Energy Aspects February 2013 - Present
SageEsque Consulting, LLC February 2009 - February 2013
Wells Fargo November 2005 - November 2007
Merrill Lynch May 2003 - July 2004
Morgan Stanley Smith Barney April 2002 - April 2003
Halliburton April 2001 - September 2001
Skills
Strategy, Process Improvement, Leadership, Investments, Bloomberg, Mutual Funds, Management Consulting, Banking, Credit, Insurance, Budgets, Team Building, Social Media Marketing, Negotiation, Trading, Business Development, Management, Analysis
Education
University of Houston, C.T. Bauer College of Business 2000 — 2003
I H Kempner 1995 — 1999
Energy Aspects February 2013 - Present
SageEsque Consulting, LLC February 2009 - February 2013
Wells Fargo November 2005 - November 2007
Merrill Lynch May 2003 - July 2004
Morgan Stanley Smith Barney April 2002 - April 2003
Halliburton April 2001 - September 2001
Skills
Strategy, Process Improvement, Leadership, Investments, Bloomberg, Mutual Funds, Management Consulting, Banking, Credit, Insurance, Budgets, Team Building, Social Media Marketing, Negotiation, Trading, Business Development, Management, Analysis
Education
University of Houston, C.T. Bauer College of Business 2000 — 2003
I H Kempner 1995 — 1999
Sandie K. Rodda, CIMA's Morgan Stanley Smith Barney Experience August 2009 - October 2012
Job Wholesaler, Regional Sales Director
Industry Financial Services
Experience
Highland Capital Management, L.P. November 2012 - December 2014
Morgan Stanley Smith Barney August 2009 - October 2012
Morgan Stanley Smith Barney March 2007 - August 2009
The Vanguard Group, Inc. October 2005 - March 2007
Nuveen Investments May 1999 - May 2004
Skills
Series 7, Series 63, Mutual Funds, Wealth Management, Retirement Planning, Separately Managed..., Series 65, Asset Allocation, Investments, ETFs, Alternative Investments, Retirement, Investment Advisory, Investment Strategies, Finance, Fixed Income, Securities
Education
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
BS, Finance
LPHS
LPHS
School name:
Highland Capital Management, L.P. November 2012 - December 2014
Morgan Stanley Smith Barney August 2009 - October 2012
Morgan Stanley Smith Barney March 2007 - August 2009
The Vanguard Group, Inc. October 2005 - March 2007
Nuveen Investments May 1999 - May 2004
Skills
Series 7, Series 63, Mutual Funds, Wealth Management, Retirement Planning, Separately Managed..., Series 65, Asset Allocation, Investments, ETFs, Alternative Investments, Retirement, Investment Advisory, Investment Strategies, Finance, Fixed Income, Securities
Education
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
BS, Finance
LPHS
LPHS
School name:
Jerry Zegart's Morgan Stanley Smith Barney Experience February 1991 - February 1994
Job First Vice President Wealth Management / Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS February 1994 - Present
UBS July 1999 - January 2004
Morgan Stanley Smith Barney February 1991 - February 1994
Prudential Financial October 1978 - February 1991
Skills
Investment Advisory, Investment Strategies, Wealth Management, Global Tactical Asset..., Investment Management, Portfolio Management, Financial Planning, Portfolio Strategy, Retirement Planning, Estate Planning, Retirement Income..., Long Term Care Insurance, Philanthropic Planning, Financial Market..., Entrepreneurship, Strategic Planning, Leadership, Public Speaking
Education
University of Kentucky,University of Kentucky College of Pharmacy
Pharmacy School
University of Louisville
Business
UBS February 1994 - Present
UBS July 1999 - January 2004
Morgan Stanley Smith Barney February 1991 - February 1994
Prudential Financial October 1978 - February 1991
Skills
Investment Advisory, Investment Strategies, Wealth Management, Global Tactical Asset..., Investment Management, Portfolio Management, Financial Planning, Portfolio Strategy, Retirement Planning, Estate Planning, Retirement Income..., Long Term Care Insurance, Philanthropic Planning, Financial Market..., Entrepreneurship, Strategic Planning, Leadership, Public Speaking
Education
University of Kentucky,University of Kentucky College of Pharmacy
Pharmacy School
University of Louisville
Business
Jeremy Fare Jeremy Fare's Morgan Stanley Smith Barney Experience August 2009 - October 2010
Job Vice President | Private Client Advisor JPMorgan Chase Bank N.A.
Industry Investment Management
Experience
J.P. Morgan Chase Bank N.A. December 2013 - Present
PNC Investments July 2012 - December 2013
Sterne Agee October 2010 - July 2012
Morgan Stanley Smith Barney August 2009 - October 2010
Woodward Rhodes, Inc. March 2003 - August 2009
Information Builders March 2000 - March 2003
Education
University of Georgia - Terry College of Business 1989 — 1993
Bachelor of Business Administration
J.P. Morgan Chase Bank N.A. December 2013 - Present
PNC Investments July 2012 - December 2013
Sterne Agee October 2010 - July 2012
Morgan Stanley Smith Barney August 2009 - October 2010
Woodward Rhodes, Inc. March 2003 - August 2009
Information Builders March 2000 - March 2003
Education
University of Georgia - Terry College of Business 1989 — 1993
Bachelor of Business Administration
Mary Frances Ewing,CFP® Mary Frances Ewing,CFP®'s Morgan Stanley Smith Barney Experience June 2009 - January 2012
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2012 - Present
Morgan Stanley Smith Barney June 2009 - January 2012
Smith Barney February 1998 - June 2009
PaineWebber September 1986 - February 1998
Skills
Retirement Planning and..., Business Owner Planning, Estate Investment..., 401k Rollovers, Individual Retirement..., Asset Allocation, Equities, Investments, Securities, Mutual Funds, Finance
Education
University of Georgia - Terry College of Business 1974 — 1985
Bachelor's Degree, Business Administration Marketing
University of Pennsylvania - The Wharton School 2007 — 2009
Securities Industry Institute, Leadership Development
Wells Fargo Advisors January 2012 - Present
Morgan Stanley Smith Barney June 2009 - January 2012
Smith Barney February 1998 - June 2009
PaineWebber September 1986 - February 1998
Skills
Retirement Planning and..., Business Owner Planning, Estate Investment..., 401k Rollovers, Individual Retirement..., Asset Allocation, Equities, Investments, Securities, Mutual Funds, Finance
Education
University of Georgia - Terry College of Business 1974 — 1985
Bachelor's Degree, Business Administration Marketing
University of Pennsylvania - The Wharton School 2007 — 2009
Securities Industry Institute, Leadership Development
Josh Kimbrough Josh Kimbrough's Morgan Stanley Smith Barney Experience January 2011 - December 2011
Job Agent at Allstate
Industry Insurance
Experience
Allstate August 2013 - Present
Liberty Mutual Insurance August 2012 - 2013
State Farm Insurance January 2012 - August 2012
Morgan Stanley Smith Barney January 2011 - December 2011
JP Turner & Company, LLC May 2009 - August 2010
Etrade November 2006 - May 2009
New York Life Insurance Company 2005 - 2006
Skills
Series 7, Series 63, Securities, Insurance, Financial Analysis, Investments, Strategic Financial..., Mutual Funds, Wealth Management, Portfolio Management, Underwriting, Financial Services, Equities, FINRA, Retirement Planning, Property & Casualty..., Umbrella Insurance, Life Insurance, Term Life Insurance, Consultative Selling..., Risk Management, Risk Assessment
Education
University of Georgia - Terry College of Business 1996 — 2000
BBA, Accounting
Collins Hill 1994 — 1996
high school
Allstate August 2013 - Present
Liberty Mutual Insurance August 2012 - 2013
State Farm Insurance January 2012 - August 2012
Morgan Stanley Smith Barney January 2011 - December 2011
JP Turner & Company, LLC May 2009 - August 2010
Etrade November 2006 - May 2009
New York Life Insurance Company 2005 - 2006
Skills
Series 7, Series 63, Securities, Insurance, Financial Analysis, Investments, Strategic Financial..., Mutual Funds, Wealth Management, Portfolio Management, Underwriting, Financial Services, Equities, FINRA, Retirement Planning, Property & Casualty..., Umbrella Insurance, Life Insurance, Term Life Insurance, Consultative Selling..., Risk Management, Risk Assessment
Education
University of Georgia - Terry College of Business 1996 — 2000
BBA, Accounting
Collins Hill 1994 — 1996
high school
Natanie Cogburn Natanie Cogburn's Morgan Stanley Smith Barney Experience November 2009 - Present
Job CG Analyst at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 2009 - Present
UBS Financial Services, Inc. February 2008 - November 2009
Skills
Mutual Funds, Wealth Management
Education
University of Houston, C.T. Bauer College of Business
Bachelor of Business Administration (BBA), Finance
Morgan Stanley Smith Barney November 2009 - Present
UBS Financial Services, Inc. February 2008 - November 2009
Skills
Mutual Funds, Wealth Management
Education
University of Houston, C.T. Bauer College of Business
Bachelor of Business Administration (BBA), Finance
Ryan Willette's Morgan Stanley Smith Barney Experience July 2011 - June 2012
Job AVP, Branch Manager at KeyBank
Industry Banking
Experience
KeyBank July 2013 - Present
Day's Jewelers 2013 - 2015
People's United Bank June 2012 - June 2013
Morgan Stanley Smith Barney July 2011 - June 2012
Bank of America April 2005 - June 2011
Skills
Leadership, Strategic Planning, Microsoft Excel, Customer Service, Microsoft Office, Customer Satisfaction, Sales, Team Building, Banking, Finance, Insurance, Financial Analysis, Risk Management
Education
University of Maine 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
BHS 2000 — 2004
KeyBank July 2013 - Present
Day's Jewelers 2013 - 2015
People's United Bank June 2012 - June 2013
Morgan Stanley Smith Barney July 2011 - June 2012
Bank of America April 2005 - June 2011
Skills
Leadership, Strategic Planning, Microsoft Excel, Customer Service, Microsoft Office, Customer Satisfaction, Sales, Team Building, Banking, Finance, Insurance, Financial Analysis, Risk Management
Education
University of Maine 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
BHS 2000 — 2004
Ashley Marotte Ashley Marotte's Morgan Stanley Smith Barney Experience February 2012 - May 2012
Job High Net Worth Associate at Fidelity Investments
Industry Financial Services
Experience
First Investors June 2012 - August 2012
University of Hartford September 2010 - June 2012
Morgan Stanley Smith Barney February 2012 - May 2012
University of Hartford September 2011 - December 2011
Skills
Team Leadership, Communication, Analytical Abilities, Microsoft Office, PowerPoint, Research, Microsoft Excel, Microsoft Word, Outlook, Customer Service, Social Media Marketing, Advertising, Data Analysis, SPSS, Teamwork, Public Speaking, Leadership, Social Networking, Facebook, Higher Education, Time Management, Fundraising, Event Planning, Marketing
Education
University of Hartford 2009 — 2013
Bachelor's of Science, Insurance/Finance
First Investors June 2012 - August 2012
University of Hartford September 2010 - June 2012
Morgan Stanley Smith Barney February 2012 - May 2012
University of Hartford September 2011 - December 2011
Skills
Team Leadership, Communication, Analytical Abilities, Microsoft Office, PowerPoint, Research, Microsoft Excel, Microsoft Word, Outlook, Customer Service, Social Media Marketing, Advertising, Data Analysis, SPSS, Teamwork, Public Speaking, Leadership, Social Networking, Facebook, Higher Education, Time Management, Fundraising, Event Planning, Marketing
Education
University of Hartford 2009 — 2013
Bachelor's of Science, Insurance/Finance
Sandia Tsai, CFP®'s Morgan Stanley Smith Barney Experience June 2011 - May 2012
Job Investment Product Specialist, Vice President
Industry Financial Services
Experience
JPMorgan Chase March 2013 - January 2015
Merrill Edge March 2012 - March 2013
Morgan Stanley Smith Barney June 2011 - May 2012
Morgan Stanley Smith Barney June 2010 - June 2011
Morgan Stanley Smith Barney June 2009 - June 2010
Citi Smith Barney November 2006 - June 2009
Citi Smith Barney March 2005 - November 2006
Philips Lighting Company 2002 - 2005
Philips Electronics North America 2001 - 2002
Philips Medical Systems 1999 - 2001
Skills
CFP®, Comprehensive Wealth..., Performance Management, Retirement Plans, Financial Planning, High Net Worth..., Series 7, Series 63, Series 65
Education
University of Illinois at Urbana-Champaign 1995 — 1999
Bachelors of Science, Bioengineering
JPMorgan Chase March 2013 - January 2015
Merrill Edge March 2012 - March 2013
Morgan Stanley Smith Barney June 2011 - May 2012
Morgan Stanley Smith Barney June 2010 - June 2011
Morgan Stanley Smith Barney June 2009 - June 2010
Citi Smith Barney November 2006 - June 2009
Citi Smith Barney March 2005 - November 2006
Philips Lighting Company 2002 - 2005
Philips Electronics North America 2001 - 2002
Philips Medical Systems 1999 - 2001
Skills
CFP®, Comprehensive Wealth..., Performance Management, Retirement Plans, Financial Planning, High Net Worth..., Series 7, Series 63, Series 65
Education
University of Illinois at Urbana-Champaign 1995 — 1999
Bachelors of Science, Bioengineering
Laura Philmon's Morgan Stanley Smith Barney Experience May 2010 - Present
Job Relationship Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2010 - Present
Education
University of Houston 2008 — 2010
Bachelor of Science (B.S.), Biology
Morgan Stanley Smith Barney May 2010 - Present
Education
University of Houston 2008 — 2010
Bachelor of Science (B.S.), Biology
Jackelyn King's Morgan Stanley Smith Barney Experience June 2012 - January 2013
Job Associate, Institutional Sales at Wolverine Execution Services (WEX)
Industry Accounting
Experience
Wolverine Execution Services (WEX) December 2013 - Present
Wolverine Execution Services (WEX) June 2013 - December 2013
Clifton Larson Allen LLP February 2013 - April 2013
Morgan Stanley Smith Barney June 2012 - January 2013
Industrial Flooring & Restorations, INC. October 2007 - July 2012
Education
University of Iowa 2009 — 2013
Bachelor of Business Administration (BBA), Accounting
CIMBA 2012 — 2012
St. Charles North High School 2005 — 2009
Wolverine Execution Services (WEX) December 2013 - Present
Wolverine Execution Services (WEX) June 2013 - December 2013
Clifton Larson Allen LLP February 2013 - April 2013
Morgan Stanley Smith Barney June 2012 - January 2013
Industrial Flooring & Restorations, INC. October 2007 - July 2012
Education
University of Iowa 2009 — 2013
Bachelor of Business Administration (BBA), Accounting
CIMBA 2012 — 2012
St. Charles North High School 2005 — 2009
Jaime Martínez Jaime Martínez's Morgan Stanley Smith Barney Experience April 2009 - September 2009
Job Assignment Editor at Telemundo Houston | KTMD
Industry Broadcast Media
Experience
Telemundo Houston KTMD December 2014 - Present
Newspan Media Corporation January 2014 - December 2014
Disney ABC Television Group March 2011 - March 2013
Disney ABC Television Group August 2010 - March 2011
KBME Sports Talk 790 July 2010 - August 2010
Drive West Communications December 2009 - May 2010
Sirius Satellite Radio August 2007 - January 2010
Public Relations Student Society of America - University of Houston 2009 - 2010
Univision Communications September 2009 - December 2009
Morgan Stanley Smith Barney April 2009 - September 2009
Skills
News Writing, Broadcast Writing, write Spanish, Spanish, Fluent English, Spanish-speaking, Broadcast Journalism, Editing, Press Releases, Social Media, English, Public Relations, Media Relations, Video, Avid, Television, Broadcast, Interviews, Journalism, Publicity, Internal Communications, Social Media Marketing, Blogging, WordPress, Video Production, New Media, Storytelling, AP Style, Event Planning, International Relations, Radio, Research, Producing, Marketing Communications, Final Cut Pro, Proofreading, Copywriting, Social Networking, Facebook, Creative Writing, Newsletters, Copy Editing, YouTube, Digital Media
Education
University of Houston 2009 — 2010
Bachelors of Arts, Public Relations
University of Houston 2000 — 2007
Bachelors of Arts, Political Science
Telemundo Houston KTMD December 2014 - Present
Newspan Media Corporation January 2014 - December 2014
Disney ABC Television Group March 2011 - March 2013
Disney ABC Television Group August 2010 - March 2011
KBME Sports Talk 790 July 2010 - August 2010
Drive West Communications December 2009 - May 2010
Sirius Satellite Radio August 2007 - January 2010
Public Relations Student Society of America - University of Houston 2009 - 2010
Univision Communications September 2009 - December 2009
Morgan Stanley Smith Barney April 2009 - September 2009
Skills
News Writing, Broadcast Writing, write Spanish, Spanish, Fluent English, Spanish-speaking, Broadcast Journalism, Editing, Press Releases, Social Media, English, Public Relations, Media Relations, Video, Avid, Television, Broadcast, Interviews, Journalism, Publicity, Internal Communications, Social Media Marketing, Blogging, WordPress, Video Production, New Media, Storytelling, AP Style, Event Planning, International Relations, Radio, Research, Producing, Marketing Communications, Final Cut Pro, Proofreading, Copywriting, Social Networking, Facebook, Creative Writing, Newsletters, Copy Editing, YouTube, Digital Media
Education
University of Houston 2009 — 2010
Bachelors of Arts, Public Relations
University of Houston 2000 — 2007
Bachelors of Arts, Political Science
Melissa Washburn Melissa Washburn's Morgan Stanley Smith Barney Experience August 2003 - October 2012
Job Executive Assistant at Samuel F. McCormack Co., Inc.
Industry Financial Services
Experience
Samuel F. McCormack Co., Inc. September 2014 - Present
Melissa Washburn Photography November 2012 - Present
BlumShapiro January 2013 - September 2014
Morgan Stanley Smith Barney August 2003 - October 2012
Skills
Customer Service, Financial Services, Organization, Multi-line Phone, Windows 7, Internet Explorer, Research, Friendliness, Fast Learner, Efficiency, Filing, Cashiering, Practice Engine, CCH ProSystem fx, Client Billing, Close Attention to..., Travel Arrangements, Photography, Photoshop, Volunteering, Marketing, Database Marketing, Managing Database, Accounting, Proofreading
Education
University of Hartford 1999 — 2000
Education
Sharon High School 1996 — 1999
Samuel F. McCormack Co., Inc. September 2014 - Present
Melissa Washburn Photography November 2012 - Present
BlumShapiro January 2013 - September 2014
Morgan Stanley Smith Barney August 2003 - October 2012
Skills
Customer Service, Financial Services, Organization, Multi-line Phone, Windows 7, Internet Explorer, Research, Friendliness, Fast Learner, Efficiency, Filing, Cashiering, Practice Engine, CCH ProSystem fx, Client Billing, Close Attention to..., Travel Arrangements, Photography, Photoshop, Volunteering, Marketing, Database Marketing, Managing Database, Accounting, Proofreading
Education
University of Hartford 1999 — 2000
Education
Sharon High School 1996 — 1999
Robert Incaprera, CFP® Robert Incaprera, CFP®'s Morgan Stanley Smith Barney Experience January 1994 - January 2011
Job Financial Advisor , Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2011 - Present
Morgan Stanley Smith Barney January 1994 - January 2011
Education
University of Houston
BS
Ameriprise Financial Services, Inc. January 2011 - Present
Morgan Stanley Smith Barney January 1994 - January 2011
Education
University of Houston
BS
Bryan Sampson Bryan Sampson's Morgan Stanley Smith Barney Experience March 1988 - March 2009
Job Senior Vice President Private Wealth Management at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. March 2009 - Present
Morgan Stanley Smith Barney March 1988 - March 2009
Skills
Series 7, Wealth Management, Asset Allocation, Wealth Management..., Series 65, Investment Management, Investment Advisory, Mutual Funds, 401k, Series 63, Retirement Planning, Uniform Combined State..., Alternative Investments, IRAs, Investment Strategies, Investments, Retirement, Certified Financial..., 401k Rollovers, FINRA, Wealth Accumulation, Financial Advisory, Roth IRA
Education
University of Iowa - Henry B. Tippie College of Business 1981 — 1985
Bachelor of Business Administration (BBA), Finance
Robert W. Baird & Co. March 2009 - Present
Morgan Stanley Smith Barney March 1988 - March 2009
Skills
Series 7, Wealth Management, Asset Allocation, Wealth Management..., Series 65, Investment Management, Investment Advisory, Mutual Funds, 401k, Series 63, Retirement Planning, Uniform Combined State..., Alternative Investments, IRAs, Investment Strategies, Investments, Retirement, Certified Financial..., 401k Rollovers, FINRA, Wealth Accumulation, Financial Advisory, Roth IRA
Education
University of Iowa - Henry B. Tippie College of Business 1981 — 1985
Bachelor of Business Administration (BBA), Finance
Kevin Nagasawa's Morgan Stanley Smith Barney Experience July 2010 - January 2013
Job Assistant Vice President, Business Service Manager, Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2013 - Present
Morgan Stanley Smith Barney July 2010 - January 2013
Morgan Stanley Smith Barney January 2010 - July 2010
Morgan Stanley Smith Barney December 2007 - January 2010
Citi Smith Barney January 2004 - December 2007
Skills
Series 63, Series 65, Series 7, Equities, Investment Strategies, Asset Allocation, FINRA, Asset Managment, Securities, Investments, Alternative Investments, Wealth Management
Education
University of Illinois at Urbana-Champaign - College of Business 1993 — 1999
Bachelor of Science, Finance
University of Illinois Institute of Aviation 1993 — 1997
Graduate Certificate, Professional Pilot/Aircraft Maintenance Technology
Morgan Stanley Wealth Management January 2013 - Present
Morgan Stanley Smith Barney July 2010 - January 2013
Morgan Stanley Smith Barney January 2010 - July 2010
Morgan Stanley Smith Barney December 2007 - January 2010
Citi Smith Barney January 2004 - December 2007
Skills
Series 63, Series 65, Series 7, Equities, Investment Strategies, Asset Allocation, FINRA, Asset Managment, Securities, Investments, Alternative Investments, Wealth Management
Education
University of Illinois at Urbana-Champaign - College of Business 1993 — 1999
Bachelor of Science, Finance
University of Illinois Institute of Aviation 1993 — 1997
Graduate Certificate, Professional Pilot/Aircraft Maintenance Technology
Elizabeth McElherne's Morgan Stanley Smith Barney Experience August 2009 - January 2010
Job Associate/Team Lead at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs September 2015 - Present
Northern Trust Hedge Fund Services January 2015 - September 2015
Northern Trust Hedge Fund Services February 2014 - September 2015
Northern Trust Hedge Fund Services December 2012 - February 2014
RMB Capital Management February 2010 - November 2012
RMB Capital Management February 2010 - January 2012
Morgan Stanley Smith Barney August 2009 - January 2010
National Student Leadership Conference May 2007 - July 2009
Skills
Hedge Funds, Investor Reporting, Financial Analysis, Investor Relations, Hedge Accounting, Fund Accounting, Fund Administration, Investments, Wealth Management, Strategic Financial..., Microsoft Excel, Outlook, Microsoft Office, Retirement Planning, PowerPoint
Education
University of Illinois at Urbana-Champaign 2005 — 2009
Bachelor of Arts, International Studies, Business Communications
CEGRI: Center for Integrated Spanish Studies 2008 — 2008
Spanish, Business
Hinsdale Central High School 2001 — 2005
Goldman Sachs September 2015 - Present
Northern Trust Hedge Fund Services January 2015 - September 2015
Northern Trust Hedge Fund Services February 2014 - September 2015
Northern Trust Hedge Fund Services December 2012 - February 2014
RMB Capital Management February 2010 - November 2012
RMB Capital Management February 2010 - January 2012
Morgan Stanley Smith Barney August 2009 - January 2010
National Student Leadership Conference May 2007 - July 2009
Skills
Hedge Funds, Investor Reporting, Financial Analysis, Investor Relations, Hedge Accounting, Fund Accounting, Fund Administration, Investments, Wealth Management, Strategic Financial..., Microsoft Excel, Outlook, Microsoft Office, Retirement Planning, PowerPoint
Education
University of Illinois at Urbana-Champaign 2005 — 2009
Bachelor of Arts, International Studies, Business Communications
CEGRI: Center for Integrated Spanish Studies 2008 — 2008
Spanish, Business
Hinsdale Central High School 2001 — 2005
Anne Loftin's Morgan Stanley Smith Barney Experience January 1996 - October 2002
Job Assistant Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2014 - Present
Smith Barney October 2002 - October 2008
Morgan Stanley Smith Barney January 1996 - October 2002
Skills
Asset Management, Equities, Fixed Income, Asset Based Lending, Securities Lending, Securities Market, Portfolio Management, Small Business Lending, Mortgage Lending
Education
University of Houston
University of Iowa
Morgan Stanley Wealth Management January 2014 - Present
Smith Barney October 2002 - October 2008
Morgan Stanley Smith Barney January 1996 - October 2002
Skills
Asset Management, Equities, Fixed Income, Asset Based Lending, Securities Lending, Securities Market, Portfolio Management, Small Business Lending, Mortgage Lending
Education
University of Houston
University of Iowa
Bruce Yoshida, CFP® Bruce Yoshida, CFP®'s Morgan Stanley Smith Barney Experience January 1986 - April 2009
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. April 2009 - Present
Morgan Stanley Smith Barney January 1986 - April 2009
JCPenney 1978 - 1986
Skills
Retirement Planning, Estate Planning, Investments, Financial Planning, Private Wealth..., Insurance, Wealth Management..., Strategic Financial..., IRAs, Mutual Funds, Wealth Management, Investment Advisory
Education
University of Idaho 1972 — 1976
BS, Business
kuna 1969 — 1972
Robert W. Baird & Co. April 2009 - Present
Morgan Stanley Smith Barney January 1986 - April 2009
JCPenney 1978 - 1986
Skills
Retirement Planning, Estate Planning, Investments, Financial Planning, Private Wealth..., Insurance, Wealth Management..., Strategic Financial..., IRAs, Mutual Funds, Wealth Management, Investment Advisory
Education
University of Idaho 1972 — 1976
BS, Business
kuna 1969 — 1972
Danielle Petrisko's Morgan Stanley Smith Barney Experience August 2008 - October 2010
Job Territory Manager at Wilson Sporting Goods
Industry Sports
Experience
Wilson Sporting Goods January 2013 - Present
Wilson Sporting Goods March 2012 - Present
Eden Park Trust April 2011 - October 2011
Goodman Fielder February 2011 - April 2011
Morgan Stanley Smith Barney August 2008 - October 2010
Morgan Stanley Smith Barney January 2007 - August 2008
Macy's August 2006 - November 2006
Reebok June 2006 - August 2006
Skills
Budgets, Business Strategy, Customer Service, Event Management, Human Resources, Management, Project Planning, Recruiting, Sales, Sponsorship, Sports, Sports Management, Strategic Planning, Marketing, Sales Operations
Education
University of Kentucky 2001 — 2006
Bachelors, Education with a minor in Business
Cardinal Gibbons High School
Wilson Sporting Goods January 2013 - Present
Wilson Sporting Goods March 2012 - Present
Eden Park Trust April 2011 - October 2011
Goodman Fielder February 2011 - April 2011
Morgan Stanley Smith Barney August 2008 - October 2010
Morgan Stanley Smith Barney January 2007 - August 2008
Macy's August 2006 - November 2006
Reebok June 2006 - August 2006
Skills
Budgets, Business Strategy, Customer Service, Event Management, Human Resources, Management, Project Planning, Recruiting, Sales, Sponsorship, Sports, Sports Management, Strategic Planning, Marketing, Sales Operations
Education
University of Kentucky 2001 — 2006
Bachelors, Education with a minor in Business
Cardinal Gibbons High School
Mark Leja, CFA, CAIA's Morgan Stanley Smith Barney Experience March 2006 - May 2011
Job Senior Analyst, Investments at Aon
Industry Financial Services
Experience
Aon August 2013 - Present
Geneva Investment Management May 2011 - August 2013
Morgan Stanley Smith Barney March 2006 - May 2011
Graystone Institutional Consulting May 2004 - March 2006
Citibank September 2001 - May 2004
TD Ameritrade September 2000 - August 2001
Skills
Asset Allocation, Investments, Portfolio Management, Investment Management, Series 7, Strategic Financial..., Series 63, Capital Markets, Financial Analysis, Financial Advisory, Trading, Competitive Analysis, Mutual Funds, Wealth Management, Investment Advisory, Alternative Investments, Investment Strategies, Morningstar, Financial Services, Finance, Asset Management, Equities
Education
University of Illinois at Chicago 1996 — 2001
BS, Finance
Benet Academy
Aon August 2013 - Present
Geneva Investment Management May 2011 - August 2013
Morgan Stanley Smith Barney March 2006 - May 2011
Graystone Institutional Consulting May 2004 - March 2006
Citibank September 2001 - May 2004
TD Ameritrade September 2000 - August 2001
Skills
Asset Allocation, Investments, Portfolio Management, Investment Management, Series 7, Strategic Financial..., Series 63, Capital Markets, Financial Analysis, Financial Advisory, Trading, Competitive Analysis, Mutual Funds, Wealth Management, Investment Advisory, Alternative Investments, Investment Strategies, Morningstar, Financial Services, Finance, Asset Management, Equities
Education
University of Illinois at Chicago 1996 — 2001
BS, Finance
Benet Academy
Rob Cunningham's Morgan Stanley Smith Barney Experience December 2000 - November 2002
Job XINNIX, The Mortgage Academy
Industry Professional Training & Coaching
Experience
XINNIX, The Mortgage Academy October 2002 - Present
Freedom Motion Picture Group January 2013 - Present
About Common Core March 2014 - Present
Morgan Stanley Smith Barney December 2000 - November 2002
First Tennessee Bank October 1996 - February 1999
Merrill Lynch December 1993 - September 1996
Delta Air Lines October 1991 - October 1993
United States Air Force 1984 - 1991
Education
University of Georgia - Terry College of Business 1980 — 1984
BBA, Management Information Systems
XINNIX, The Mortgage Academy October 2002 - Present
Freedom Motion Picture Group January 2013 - Present
About Common Core March 2014 - Present
Morgan Stanley Smith Barney December 2000 - November 2002
First Tennessee Bank October 1996 - February 1999
Merrill Lynch December 1993 - September 1996
Delta Air Lines October 1991 - October 1993
United States Air Force 1984 - 1991
Education
University of Georgia - Terry College of Business 1980 — 1984
BBA, Management Information Systems
David Kovach's Morgan Stanley Smith Barney Experience May 2010 - August 2010
Job Senior Financial Analyst at Grainger
Industry Financial Services
Experience
Grainger April 2015 - Present
Grainger July 2013 - April 2015
Grainger July 2011 - July 2013
Morgan Stanley Smith Barney May 2010 - August 2010
Illinois Housing Development Authority June 2009 - August 2009
Baird & Warner November 2004 - August 2007
Skills
Valuation, Marketing, Financial Analysis, Portfolio Management, CRM, Management, Forecasting, Cross-functional Team..., Corporate Finance, Finance, Analysis, Auditing
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
Bachelor of Sciences, Finance
Grainger April 2015 - Present
Grainger July 2013 - April 2015
Grainger July 2011 - July 2013
Morgan Stanley Smith Barney May 2010 - August 2010
Illinois Housing Development Authority June 2009 - August 2009
Baird & Warner November 2004 - August 2007
Skills
Valuation, Marketing, Financial Analysis, Portfolio Management, CRM, Management, Forecasting, Cross-functional Team..., Corporate Finance, Finance, Analysis, Auditing
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
Bachelor of Sciences, Finance
Robert Iorii, Jr.'s Morgan Stanley Smith Barney Experience December 1994 - November 2004
Job Managing Director Investments, The Robert Charles Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2011 - Present
UBS Wealth Management November 2004 - October 2011
UBS Wealth Management November 2004 - October 2011
Morgan Stanley Smith Barney December 1994 - November 2004
Education
University of Illinois at Urbana-Champaign 1987 — 1991
B.S., Finance
Fenwick High School 1983 — 1987
Wells Fargo Advisors, LLC October 2011 - Present
UBS Wealth Management November 2004 - October 2011
UBS Wealth Management November 2004 - October 2011
Morgan Stanley Smith Barney December 1994 - November 2004
Education
University of Illinois at Urbana-Champaign 1987 — 1991
B.S., Finance
Fenwick High School 1983 — 1987
Jim Ray, CPA, CFP®, CIMA®, CPWA®'s Morgan Stanley Smith Barney Experience 2003 - 2005
Job Wealth Advisor at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group August 2014 - Present
Fifth Third Bank 2010 - August 2014
Plante Moran Financial Advisors 2005 - 2009
Morgan Stanley Smith Barney 2003 - 2005
KPMG US 2000 - 2003
Skills
Retirement Planning, Wealth Management, Investment Advisory, Series 7, Asset Allocation, Wealth Management..., Investment Strategies, Estate Planning, Uniform Combined State..., 401k, High Net Worth..., Retirement, Trust Services, IRAs, Series 63, Mutual Funds, Investments, Investment Management, Alternative Investments, Portfolio Management, Financial Planners, Asset Management, Fixed Annuities, Wealth, Series 6, Life Insurance, Long-term Care, Separately Managed..., Private Banking, Relationship Management, Trusts, Tax, Series 65, Certified Financial..., 401k Rollovers, FINRA, Wealth Accumulation, Banking, Estate Tax Planning, Risk Management, Financial Services, Securities, Financial Advisory, Finance, Strategic Financial..., Variable Annuities
Education
University of Louisville 1990 — 1993
Bachelor of Business Administration (BBA), Accounting
Saint xavier highschool 1983 — 1987
BMO Financial Group August 2014 - Present
Fifth Third Bank 2010 - August 2014
Plante Moran Financial Advisors 2005 - 2009
Morgan Stanley Smith Barney 2003 - 2005
KPMG US 2000 - 2003
Skills
Retirement Planning, Wealth Management, Investment Advisory, Series 7, Asset Allocation, Wealth Management..., Investment Strategies, Estate Planning, Uniform Combined State..., 401k, High Net Worth..., Retirement, Trust Services, IRAs, Series 63, Mutual Funds, Investments, Investment Management, Alternative Investments, Portfolio Management, Financial Planners, Asset Management, Fixed Annuities, Wealth, Series 6, Life Insurance, Long-term Care, Separately Managed..., Private Banking, Relationship Management, Trusts, Tax, Series 65, Certified Financial..., 401k Rollovers, FINRA, Wealth Accumulation, Banking, Estate Tax Planning, Risk Management, Financial Services, Securities, Financial Advisory, Finance, Strategic Financial..., Variable Annuities
Education
University of Louisville 1990 — 1993
Bachelor of Business Administration (BBA), Accounting
Saint xavier highschool 1983 — 1987
Sally Kline's Morgan Stanley Smith Barney Experience October 2008 - Present
Job Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley Smith Barney October 2008 - Present
Merrill Lynch May 1985 - October 2008
Merrill Lynch May 1984 - October 2007
Skills
Investments, Portfolio Management, Investment Strategies, Mutual Funds, Asset Management, Series 7, Wealth Management, Alternative Investments, Asset Allocation, Series 63, Retirement Planning, Investment Advisory, Securities, Financial Planning, Financial Advisory, Financial Analysis, Fixed Income, Investment Management, Financial Services, Equities
Education
University of Houston
BS, Business
Wharton Executive Education
CIMA, Certified Investment Management Analyst
Morgan Stanley Smith Barney October 2008 - Present
Merrill Lynch May 1985 - October 2008
Merrill Lynch May 1984 - October 2007
Skills
Investments, Portfolio Management, Investment Strategies, Mutual Funds, Asset Management, Series 7, Wealth Management, Alternative Investments, Asset Allocation, Series 63, Retirement Planning, Investment Advisory, Securities, Financial Planning, Financial Advisory, Financial Analysis, Fixed Income, Investment Management, Financial Services, Equities
Education
University of Houston
BS, Business
Wharton Executive Education
CIMA, Certified Investment Management Analyst
Edward Munin CPA, CFP's Morgan Stanley Smith Barney Experience 2006 - 2009
Job Senior Vice President at Walton St. Capital
Industry Real Estate
Experience
Walton St. Capital July 2013 - Present
Marquette Bank 2009 - July 2013
Morgan Stanley Smith Barney 2006 - 2009
Smith Barney 2003 - 2006
Skills
Strategic Financial..., Series 7, Wealth Management, Series 24, Retirement Planning, Series 63, series 27, Financial Advisory, Uniform Combined State..., Investments, Alternative Investments, 401k, FINRA, Estate Planning, Series 65, Mutual Funds, Asset Allocation, Retirement, Portfolio Management, Investment Advisory, Securities, Equities, IRAs, Insurance, Bonds, Financial Services, Wealth, Separately Managed..., Life Insurance, Fixed Income, Asset Managment, Financial Planners, Fixed Annuities, Mortgage Lending, Certified Financial..., High Net Worth..., Wealth Management..., Investment Strategies, Risk Management, Asset Management, Commercial Lending, Credit, Investment Management, Loans, Options, Series 6, Financial Planning
Education
University of Illinois at Urbana-Champaign - College of Business 1972 — 1977
BS, MAS, Accountancy
Mt. Carmel High School Chicago
Walton St. Capital July 2013 - Present
Marquette Bank 2009 - July 2013
Morgan Stanley Smith Barney 2006 - 2009
Smith Barney 2003 - 2006
Skills
Strategic Financial..., Series 7, Wealth Management, Series 24, Retirement Planning, Series 63, series 27, Financial Advisory, Uniform Combined State..., Investments, Alternative Investments, 401k, FINRA, Estate Planning, Series 65, Mutual Funds, Asset Allocation, Retirement, Portfolio Management, Investment Advisory, Securities, Equities, IRAs, Insurance, Bonds, Financial Services, Wealth, Separately Managed..., Life Insurance, Fixed Income, Asset Managment, Financial Planners, Fixed Annuities, Mortgage Lending, Certified Financial..., High Net Worth..., Wealth Management..., Investment Strategies, Risk Management, Asset Management, Commercial Lending, Credit, Investment Management, Loans, Options, Series 6, Financial Planning
Education
University of Illinois at Urbana-Champaign - College of Business 1972 — 1977
BS, MAS, Accountancy
Mt. Carmel High School Chicago
Connor Hund's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job Assurance Staff at Ernst & Young
Industry Accounting
Experience
Ernst & Young September 2013 - Present
EY June 2012 - August 2012
Waddell & Reed May 2011 - August 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2013
Bachelor of Science (BS), Accounting
Glenbrook South High School 2005 — 2009
University of Illinois at Urbana-Champaign
Bachelor of Science, Accountancy
Ernst & Young September 2013 - Present
EY June 2012 - August 2012
Waddell & Reed May 2011 - August 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2013
Bachelor of Science (BS), Accounting
Glenbrook South High School 2005 — 2009
University of Illinois at Urbana-Champaign
Bachelor of Science, Accountancy
Elizabeth Lynn Elizabeth Lynn's Morgan Stanley Smith Barney Experience May 2010 - 2012
Job Director, Investor Relations at Citigroup Inc
Industry Financial Services
Experience
Citigroup Inc February 2013 - Present
Morgan Stanley Smith Barney May 2010 - 2012
Morgan Stanley Smith Barney May 2008 - May 2010
Citigroup 2001 - 2008
Skills
Equity Research, Equities, Investor Relations, Capital Markets, Emerging Markets, IPO, Asset Allocation
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of London
History
University of Pennsylvania
BA, History, Art History
Citigroup Inc February 2013 - Present
Morgan Stanley Smith Barney May 2010 - 2012
Morgan Stanley Smith Barney May 2008 - May 2010
Citigroup 2001 - 2008
Skills
Equity Research, Equities, Investor Relations, Capital Markets, Emerging Markets, IPO, Asset Allocation
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of London
History
University of Pennsylvania
BA, History, Art History
Chris Cookson Chris Cookson's Morgan Stanley Smith Barney Experience February 2004 - October 2010
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS 2010 - Present
Morgan Stanley Smith Barney February 2004 - October 2010
Education
University of Houston 1993 — 1997
Ph.D., Political Science
University of Maine 1989 — 1993
B.A., Political Science
UBS 2010 - Present
Morgan Stanley Smith Barney February 2004 - October 2010
Education
University of Houston 1993 — 1997
Ph.D., Political Science
University of Maine 1989 — 1993
B.A., Political Science
Dave Raxsdale's Morgan Stanley Smith Barney Experience August 2007 - August 2009
Job AGUSM Missionary
Industry Religious Institutions
Experience
General Council of the Assemblies of God March 2010 - Present
Morgan Stanley Smith Barney August 2007 - August 2009
Skills
Fundraising, Non-profits, Strategic Planning, Missions, Public Speaking, Nonprofits, Preaching, Discipleship, Pastoral Care, Volunteer Management, Biblical Studies, Youth Ministry, Community Outreach, Pastoral Counseling, Church Events, Theology, Leadership Development, Stewardship, Religion
Education
University of Louisiana at Lafayette 1990 — 1995
Business Administration, Finance - Insurance and Risk Management
General Council of the Assemblies of God March 2010 - Present
Morgan Stanley Smith Barney August 2007 - August 2009
Skills
Fundraising, Non-profits, Strategic Planning, Missions, Public Speaking, Nonprofits, Preaching, Discipleship, Pastoral Care, Volunteer Management, Biblical Studies, Youth Ministry, Community Outreach, Pastoral Counseling, Church Events, Theology, Leadership Development, Stewardship, Religion
Education
University of Louisiana at Lafayette 1990 — 1995
Business Administration, Finance - Insurance and Risk Management
Beth (Oberon) Griffin, MBA Beth (Oberon) Griffin, MBA's Morgan Stanley Smith Barney Experience March 2010 - Present
Job Senior Registered Associate
Industry Investment Management
Experience
Morgan Stanley Smith Barney March 2010 - Present
Merrill Lynch June 2004 - March 2010
Skills
Portfolio Management, Bloomberg, Retirement Planning, Strategic Financial..., Banking, Investments, Microsoft Excel, Strategic Planning, Wealth Management, Financial Analysis, Series 63, Asset Allocation, Financial Services, Series 7
Education
University of La Verne 2008 — 2010
MBA, Leadership Management and Marketing
Vanguard University of Southern California 2000 — 2004
Business Administration
Morgan Stanley Smith Barney March 2010 - Present
Merrill Lynch June 2004 - March 2010
Skills
Portfolio Management, Bloomberg, Retirement Planning, Strategic Financial..., Banking, Investments, Microsoft Excel, Strategic Planning, Wealth Management, Financial Analysis, Series 63, Asset Allocation, Financial Services, Series 7
Education
University of La Verne 2008 — 2010
MBA, Leadership Management and Marketing
Vanguard University of Southern California 2000 — 2004
Business Administration
Julee Jordening's Morgan Stanley Smith Barney Experience September 2009 - November 2009
Job Medical device specialist Orthohelix / Owner of Photo Finish Design Design Build Remodel
Industry Design
Experience
Orthohelix January 2012 - Present
Flower Orthopedics October 2013 - February 2014
Wright Medical Technology January 2010 - December 2011
Morgan Stanley Smith Barney September 2009 - November 2009
Ari Gould, JD, Attorney at Law March 2009 - August 2009
Finished Basement Company January 2008 - April 2009
Centex Homes August 2005 - December 2007
LaForce Inc September 2003 - August 2005
Skills
Medical Devices, Construction, Real Estate, Home Remodeling, Hospitals, Consultative Selling, Selling, Marketing, Sales, Leadership, Orthopedic, Surgical Instruments, Sales Management, Renovation, Operating Room, Business Development
Education
University of Iowa - Henry B. Tippie College of Business 1999 — 2003
BA, Entrepreneurial Business
Orthohelix January 2012 - Present
Flower Orthopedics October 2013 - February 2014
Wright Medical Technology January 2010 - December 2011
Morgan Stanley Smith Barney September 2009 - November 2009
Ari Gould, JD, Attorney at Law March 2009 - August 2009
Finished Basement Company January 2008 - April 2009
Centex Homes August 2005 - December 2007
LaForce Inc September 2003 - August 2005
Skills
Medical Devices, Construction, Real Estate, Home Remodeling, Hospitals, Consultative Selling, Selling, Marketing, Sales, Leadership, Orthopedic, Surgical Instruments, Sales Management, Renovation, Operating Room, Business Development
Education
University of Iowa - Henry B. Tippie College of Business 1999 — 2003
BA, Entrepreneurial Business
Kanok Nikrothanond Kanok Nikrothanond's Morgan Stanley Smith Barney Experience January 2000 - May 2000
Job Training Specialist at AutoAlert, LLC
Industry Automotive
Experience
AutoAlert, LLC June 2014 - Present
The Higher Gear Group March 2010 - June 2014
Family / World November 2007 - December 2009
The Higher Gear Group, Inc. 2002 - 2007
CareerBuilder LLC, Inc January 2002 - February 2003
Morgan Stanley Smith Barney January 2000 - May 2000
Skills
Project Planning, E-commerce, Management, SEM, New Business Development, CRM, Marketing, Training, Sales, Recruiting, Email Marketing, Advertising, Social Networking, Team Building, Cold Calling, Coaching, Contract Negotiation, Customer Retention, Team Leadership, Account Management, Negotiation, Lead Generation, Sales Management, B2B, Analysis, Time Management, Customer Satisfaction, Business Development, Direct Sales, Social Media Marketing, Leadership, Sales Process, Sales Operations, Selling, Management Consulting, Consulting, Salesforce.com, Sales Presentations, Strategic Planning
Education
University of Illinois at Chicago 1993 — 1999
Bachelor of Business Administration (BBA), Business/Managerial Economics
AutoAlert, LLC June 2014 - Present
The Higher Gear Group March 2010 - June 2014
Family / World November 2007 - December 2009
The Higher Gear Group, Inc. 2002 - 2007
CareerBuilder LLC, Inc January 2002 - February 2003
Morgan Stanley Smith Barney January 2000 - May 2000
Skills
Project Planning, E-commerce, Management, SEM, New Business Development, CRM, Marketing, Training, Sales, Recruiting, Email Marketing, Advertising, Social Networking, Team Building, Cold Calling, Coaching, Contract Negotiation, Customer Retention, Team Leadership, Account Management, Negotiation, Lead Generation, Sales Management, B2B, Analysis, Time Management, Customer Satisfaction, Business Development, Direct Sales, Social Media Marketing, Leadership, Sales Process, Sales Operations, Selling, Management Consulting, Consulting, Salesforce.com, Sales Presentations, Strategic Planning
Education
University of Illinois at Chicago 1993 — 1999
Bachelor of Business Administration (BBA), Business/Managerial Economics
Felicie Henson's Morgan Stanley Smith Barney Experience May 2010 - Present
Job at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2010 - Present
Mortgage Lenders, Inc May 2007 - May 2010
Chase Bank, NA March 2005 - March 2007
Enterprise Rent-A-Car August 2003 - March 2005
United Blood Services January 2002 - December 2002
Skills
CRM, Training, Management, Finance, Loans, Loan Origination, PowerPoint, Social Media
Education
University of Louisiana at Lafayette 1998 — 2002
Bachelors degree, Public Relations
Morgan Stanley Smith Barney May 2010 - Present
Mortgage Lenders, Inc May 2007 - May 2010
Chase Bank, NA March 2005 - March 2007
Enterprise Rent-A-Car August 2003 - March 2005
United Blood Services January 2002 - December 2002
Skills
CRM, Training, Management, Finance, Loans, Loan Origination, PowerPoint, Social Media
Education
University of Louisiana at Lafayette 1998 — 2002
Bachelors degree, Public Relations
Jonathan Straus Jonathan Straus's Morgan Stanley Smith Barney Experience March 1996 - March 1998
Job Commons Capital Advisors, LLC
Industry Financial Services
Experience
Commons Capital Advisors, LLC July 2009 - Present
Merrill Lynch March 2006 - July 2009
Advest, Inc. March 2004 - March 2006
RBC Wealth Management March 2001 - March 2004
Tucker Anthony March 1998 - March 2001
Morgan Stanley Smith Barney March 1996 - March 1998
Skills
Asset Management, Retirement Planning, Educational Planning, Company Stock Options, Estate Planning, Trust Services, Philanthropic Gifting, Banking, Securities, Portfolio Management, Investments, Mutual Funds, Wealth Management..., Financial Advisory, Gifts, Series 7, Risk Management, Wealth, Disability Insurance, Wealth Management
Education
University of Hartford 1991 — 1995
Marketing, Economics, Finance
Commons Capital Advisors, LLC July 2009 - Present
Merrill Lynch March 2006 - July 2009
Advest, Inc. March 2004 - March 2006
RBC Wealth Management March 2001 - March 2004
Tucker Anthony March 1998 - March 2001
Morgan Stanley Smith Barney March 1996 - March 1998
Skills
Asset Management, Retirement Planning, Educational Planning, Company Stock Options, Estate Planning, Trust Services, Philanthropic Gifting, Banking, Securities, Portfolio Management, Investments, Mutual Funds, Wealth Management..., Financial Advisory, Gifts, Series 7, Risk Management, Wealth, Disability Insurance, Wealth Management
Education
University of Hartford 1991 — 1995
Marketing, Economics, Finance
Joseph Kraft's Morgan Stanley Smith Barney Experience May 1993 - July 2001
Job Member of the Board at Milestones Autism Resources
Industry Financial Services
Experience
Milestones Autism Resources August 2014 - Present
Hattie Larlham 2013 - Present
Robert W. Baird & Co. January 2010 - Present
Morgan Stanley July 2001 - January 2010
Morgan Stanley Smith Barney May 1993 - July 2001
Northern Trust May 1989 - May 1991
Skills
Strategic Financial..., Series 7, Retirement Planning, Asset Allocation, Wealth Management, Alternative Investments, Investment Advisory, Insurance, Retirement, IRAs, Mutual Funds, Investments, Estate Planning, 401k, Portfolio Management, Investment Management, Equities, Asset Managment, Investment Strategies, Wealth Management..., Financial Advisory, Series 63, Finance, Securities, Financial Analysis, Financial Planning, Asset Management
Education
University of Illinois at Urbana-Champaign 1983 — 1989
BA, Economics
University of Chicago
Milestones Autism Resources August 2014 - Present
Hattie Larlham 2013 - Present
Robert W. Baird & Co. January 2010 - Present
Morgan Stanley July 2001 - January 2010
Morgan Stanley Smith Barney May 1993 - July 2001
Northern Trust May 1989 - May 1991
Skills
Strategic Financial..., Series 7, Retirement Planning, Asset Allocation, Wealth Management, Alternative Investments, Investment Advisory, Insurance, Retirement, IRAs, Mutual Funds, Investments, Estate Planning, 401k, Portfolio Management, Investment Management, Equities, Asset Managment, Investment Strategies, Wealth Management..., Financial Advisory, Series 63, Finance, Securities, Financial Analysis, Financial Planning, Asset Management
Education
University of Illinois at Urbana-Champaign 1983 — 1989
BA, Economics
University of Chicago
Lee Lubner's Morgan Stanley Smith Barney Experience May 2011 - August 2011
Job CoFounder & CFO at Tap Payments, LLC
Industry Internet
Experience
Tap Payments, LLC June 2012 - Present
Bridgr January 2012 - September 2012
Morgan Stanley Smith Barney May 2011 - August 2011
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2013
Finance
Mercer Island High School
Tap Payments, LLC June 2012 - Present
Bridgr January 2012 - September 2012
Morgan Stanley Smith Barney May 2011 - August 2011
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2013
Finance
Mercer Island High School
Richard Elder's Morgan Stanley Smith Barney Experience January 2008 - December 2008
Job Accounting Professional
Industry Accounting
Experience
Fazoli's Restaurant Management, LLC January 2009 - October 2011
Morgan Stanley Smith Barney January 2008 - December 2008
Education
University of Kentucky
Bachelor of Science Degree, Accounting
University of Kentucky 2004 — 2008
Bachelor of Business Administration Degree, Finance
Fazoli's Restaurant Management, LLC January 2009 - October 2011
Morgan Stanley Smith Barney January 2008 - December 2008
Education
University of Kentucky
Bachelor of Science Degree, Accounting
University of Kentucky 2004 — 2008
Bachelor of Business Administration Degree, Finance
Bill Lomas Bill Lomas's Morgan Stanley Smith Barney Experience January 1985 - January 1995
Job Partner at LLBH Private Wealth Management LLC
Industry Financial Services
Experience
LLBH Private Wealth Management LLC October 2008 - Present
Merrill Lynch January 1998 - October 2008
Prudential Securities January 1985 - January 1995
Morgan Stanley Smith Barney January 1985 - January 1995
Education
Columbia University 1985 — 1997
Masters, Business Policy
University of Maine 1976 — 1981
BS, Wood Science and Technology
LLBH Private Wealth Management LLC October 2008 - Present
Merrill Lynch January 1998 - October 2008
Prudential Securities January 1985 - January 1995
Morgan Stanley Smith Barney January 1985 - January 1995
Education
Columbia University 1985 — 1997
Masters, Business Policy
University of Maine 1976 — 1981
BS, Wood Science and Technology
Elvis Espinoza Elvis Espinoza's Morgan Stanley Smith Barney Experience May 2008 - October 2008
Job Associate at J.P. Morgan Private Banking
Industry Banking
Experience
J.P. Morgan January 2011 - Present
JPMorgan Chase March 2009 - January 2011
Morgan Stanley Smith Barney May 2008 - October 2008
Morgan Stanley August 2007 - May 2008
Army National Guard May 2002 - April 2004
Education
University of Illinois at Chicago 2004 — 2008
B.S., Finance, Management
Lane Tech College Preparatory High School 1999 — 2003
HS Degree, Tech
J.P. Morgan January 2011 - Present
JPMorgan Chase March 2009 - January 2011
Morgan Stanley Smith Barney May 2008 - October 2008
Morgan Stanley August 2007 - May 2008
Army National Guard May 2002 - April 2004
Education
University of Illinois at Chicago 2004 — 2008
B.S., Finance, Management
Lane Tech College Preparatory High School 1999 — 2003
HS Degree, Tech
Scott Coffee Scott Coffee's Morgan Stanley Smith Barney Experience June 1999 - July 2005
Job Registered Representative at IMS Securities, Inc. (FINRA/SIPC)
Industry Investment Management
Experience
IMS Securities, Inc. (FINRA/SIPC) January 2014 - Present
Sunbelt Securities, Inc September 2011 - January 2014
Morgan Stanley Smith Barney June 1999 - July 2005
Merrill Lynch June 1997 - July 2000
Education
University of Houston 1991 — 1996
BS, Business, Psychology
IMS Securities, Inc. (FINRA/SIPC) January 2014 - Present
Sunbelt Securities, Inc September 2011 - January 2014
Morgan Stanley Smith Barney June 1999 - July 2005
Merrill Lynch June 1997 - July 2000
Education
University of Houston 1991 — 1996
BS, Business, Psychology
Greg Sparrow,'s Morgan Stanley Smith Barney Experience March 2001 - February 2010
Job Financial Advisor, Associate Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial February 2010 - Present
Morgan Stanley Smith Barney March 2001 - February 2010
Paine Webber 1998 - 2001
Randall's 1990 - 1996
Skills
Retirement Planning..., Estate Planning..., Wealth Preservation..., Retirement Plan..., Investments, Retirement Income..., Family Finances, Saving for Education
Education
University of Kentucky 1972 — 1976
Bachelor of Bisiness Administration, Marketing, Finance, Economics
Ameriprise Financial February 2010 - Present
Morgan Stanley Smith Barney March 2001 - February 2010
Paine Webber 1998 - 2001
Randall's 1990 - 1996
Skills
Retirement Planning..., Estate Planning..., Wealth Preservation..., Retirement Plan..., Investments, Retirement Income..., Family Finances, Saving for Education
Education
University of Kentucky 1972 — 1976
Bachelor of Bisiness Administration, Marketing, Finance, Economics
Joseph Kraft Joseph Kraft's Morgan Stanley Smith Barney Experience July 2001 - January 2010
Job Director at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird January 2010 - Present
Morgan Stanley Smith Barney July 2001 - January 2010
Salomon Smith Barney May 1993 - July 2001
Northern Trust May 1989 - May 1993
Education
University of Chicago 2010 — 2010
University of Illinois at Urbana-Champaign 1987 — 1989
BA, Economics
University of Illinois at Urbana-Champaign 1983 — 1987
Microbiology
Robert W. Baird January 2010 - Present
Morgan Stanley Smith Barney July 2001 - January 2010
Salomon Smith Barney May 1993 - July 2001
Northern Trust May 1989 - May 1993
Education
University of Chicago 2010 — 2010
University of Illinois at Urbana-Champaign 1987 — 1989
BA, Economics
University of Illinois at Urbana-Champaign 1983 — 1987
Microbiology
Matthew Peery, MBA's Morgan Stanley Smith Barney Experience September 2011 - July 2012
Job Investment Specialist at Stock Yards Bank & Trust
Industry Financial Services
Experience
Stock Yards Bank & Trust February 2015 - Present
Stock Yards Bank & Trust November 2013 - February 2015
Kaleidoscope Inc October 2012 - September 2013
Morgan Stanley Smith Barney September 2011 - July 2012
Skills
Microsoft Excel, PowerPoint, Access, QuickBooks, Payroll, Microsoft Word, Microsoft Office, Team Building, Outlook, Customer Service, Sales, Social Networking, Social Media
Education
University of Louisville 2012 — 2013
Master of Business Administration (MBA)
University of Louisville 2008 — 2012
School of Business, Finance
Trinity High School 2004 — 2008
GPA 3.8
Stock Yards Bank & Trust February 2015 - Present
Stock Yards Bank & Trust November 2013 - February 2015
Kaleidoscope Inc October 2012 - September 2013
Morgan Stanley Smith Barney September 2011 - July 2012
Skills
Microsoft Excel, PowerPoint, Access, QuickBooks, Payroll, Microsoft Word, Microsoft Office, Team Building, Outlook, Customer Service, Sales, Social Networking, Social Media
Education
University of Louisville 2012 — 2013
Master of Business Administration (MBA)
University of Louisville 2008 — 2012
School of Business, Finance
Trinity High School 2004 — 2008
GPA 3.8
Brad Ridinger, CFA Brad Ridinger, CFA's Morgan Stanley Smith Barney Experience June 2001 - November 2008
Job Chief Investment Officer at LionsBridge Wealth Management
Industry Investment Management
Experience
LionsBridge Asset Management December 2008 - Present
Morgan Stanley Smith Barney June 2001 - November 2008
First Union National Bank July 1987 - June 1999
Skills
Asset Allocation, Wealth Management, Investments, Portfolio Management, Series 7, Alternative Investments, Asset Management, Investment Advisory, Investment Strategies, Series 63, Investment Management, Securities, Private Equity
Education
University of Florida - Warrington College of Business Administration 1982 — 1987
B.S.B.A., Finance
LionsBridge Asset Management December 2008 - Present
Morgan Stanley Smith Barney June 2001 - November 2008
First Union National Bank July 1987 - June 1999
Skills
Asset Allocation, Wealth Management, Investments, Portfolio Management, Series 7, Alternative Investments, Asset Management, Investment Advisory, Investment Strategies, Series 63, Investment Management, Securities, Private Equity
Education
University of Florida - Warrington College of Business Administration 1982 — 1987
B.S.B.A., Finance
Jordan King Jordan King's Morgan Stanley Smith Barney Experience May 2009 - August 2009
Job Tournament Standards Specialist at PGA TOUR
Industry Sports
Experience
PGA TOUR May 2015 - Present
Valero Texas Open January 2013 - April 2015
Cincinnati Reds March 2012 - October 2012
City of Davenport May 2007 - August 2011
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Sports, Event Management, Event Planning, Sports Management, Public Speaking, Social Media, PowerPoint, Microsoft Office, Microsoft Excel, Marketing, Microsoft Word, Public Relations, Customer Service, Social Networking, Sports Marketing, Press Releases, Management, Bobcat, Forklift Operation, Truck Driving
Education
Xavier University 2011 — 2012
M.Ed, Sport Administration
University of Iowa 2007 — 2011
Bachelor of Arts, Economics
PGA TOUR May 2015 - Present
Valero Texas Open January 2013 - April 2015
Cincinnati Reds March 2012 - October 2012
City of Davenport May 2007 - August 2011
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Sports, Event Management, Event Planning, Sports Management, Public Speaking, Social Media, PowerPoint, Microsoft Office, Microsoft Excel, Marketing, Microsoft Word, Public Relations, Customer Service, Social Networking, Sports Marketing, Press Releases, Management, Bobcat, Forklift Operation, Truck Driving
Education
Xavier University 2011 — 2012
M.Ed, Sport Administration
University of Iowa 2007 — 2011
Bachelor of Arts, Economics
Caroline Palmatier Caroline Palmatier's Morgan Stanley Smith Barney Experience September 2010 - August 2011
Job Account Manager at Stone Coast Fund Services
Industry Financial Services
Experience
Stone Coast Fund Services June 2012 - Present
University of Maine August 2008 - May 2012
Morgan Stanley Smith Barney September 2010 - August 2011
TD Bank Group July 2009 - August 2010
County Federal Credit Union June 2008 - June 2009
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Portfolio Management, Investments, Access, Analysis, Mutual Funds, Hedge Funds, Financial Analysis, Financial Services, Accounting, Finance
Education
University of Maine 2008 — 2012
Bachelor of Science, Business Finance
Presque Isle High School 2004 — 2008
High School Diploma
Stone Coast Fund Services June 2012 - Present
University of Maine August 2008 - May 2012
Morgan Stanley Smith Barney September 2010 - August 2011
TD Bank Group July 2009 - August 2010
County Federal Credit Union June 2008 - June 2009
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Portfolio Management, Investments, Access, Analysis, Mutual Funds, Hedge Funds, Financial Analysis, Financial Services, Accounting, Finance
Education
University of Maine 2008 — 2012
Bachelor of Science, Business Finance
Presque Isle High School 2004 — 2008
High School Diploma
Kevin Dobkin Kevin Dobkin's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job Senior Account Executive at CareerBuilder
Industry Marketing and Advertising
Experience
CareerBuilder.com July 2015 - Present
CareerBuilder.com November 2014 - Present
Chicagoland HDI September 2013 - February 2015
Brooksource June 2012 - September 2014
Brooksource May 2012 - June 2012
Brooksource June 2011 - May 2012
Soma Ultralounge September 2010 - May 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Technical Recruiting, Contract Recruitment, Account Management, Talent Acquisition, Recruiting, CRM, Internet Recruiting, College Recruiting, Sourcing, Staffing Services, Cold Calling, Business Relationship..., Interviews, Building Relationships, Networking, Management, Temporary Placement, Strategy, Information Technology, Screening, Enterprise Software, Staff Augmentation, Time Management, Consulting, Permanent Placement, Relationship Building
Education
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelors, Economics
CareerBuilder.com July 2015 - Present
CareerBuilder.com November 2014 - Present
Chicagoland HDI September 2013 - February 2015
Brooksource June 2012 - September 2014
Brooksource May 2012 - June 2012
Brooksource June 2011 - May 2012
Soma Ultralounge September 2010 - May 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Technical Recruiting, Contract Recruitment, Account Management, Talent Acquisition, Recruiting, CRM, Internet Recruiting, College Recruiting, Sourcing, Staffing Services, Cold Calling, Business Relationship..., Interviews, Building Relationships, Networking, Management, Temporary Placement, Strategy, Information Technology, Screening, Enterprise Software, Staff Augmentation, Time Management, Consulting, Permanent Placement, Relationship Building
Education
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelors, Economics
Daniel Mortazavi, CFA's Morgan Stanley Smith Barney Experience June 2010 - June 2013
Job Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2014 - Present
Morgan Stanley Wealth Management June 2013 - June 2014
Morgan Stanley Smith Barney June 2010 - June 2013
Morgan Stanley Smith Barney May 2008 - May 2010
Citi Smith Barney October 2006 - April 2008
Skills
Equities, Wealth Management, Series 7, Hedge Funds, Securities, Mutual Funds, Investments, Investment Advisory, Portfolio Management, Options, 401k, Retirement Planning, Strategic Financial..., Fixed Income, Sales, Business Development, Asset Managment, Intermediate Spanish, CFA Charterholder, Series 24
Education
Loyola University Maryland 2001 — 2005
BA, Political Science
Katholieke Universiteit Leuven 2003 — 2004
n/a, International Relations
Morgan Stanley Wealth Management June 2014 - Present
Morgan Stanley Wealth Management June 2013 - June 2014
Morgan Stanley Smith Barney June 2010 - June 2013
Morgan Stanley Smith Barney May 2008 - May 2010
Citi Smith Barney October 2006 - April 2008
Skills
Equities, Wealth Management, Series 7, Hedge Funds, Securities, Mutual Funds, Investments, Investment Advisory, Portfolio Management, Options, 401k, Retirement Planning, Strategic Financial..., Fixed Income, Sales, Business Development, Asset Managment, Intermediate Spanish, CFA Charterholder, Series 24
Education
Loyola University Maryland 2001 — 2005
BA, Political Science
Katholieke Universiteit Leuven 2003 — 2004
n/a, International Relations
Brian Arciaga Brian Arciaga's Morgan Stanley Smith Barney Experience March 2009 - May 2009
Job Market Analyst at Expedia, Inc.
Industry Financial Services
Experience
Expedia, Inc. July 2014 - Present
Citi December 2011 - September 2013
Citi August 2010 - December 2011
Dynasty Marketing /KBA Corp January 2002 - August 2010
Morgan Stanley Smith Barney March 2009 - May 2009
George Washington Student Store August 2001 - December 2003
Bistro 2001 - 2002
Skills
Management, Portfolio Management, Leadership, Banking, Project Management, Analysis, Product Development, Loans, Strategic Financial..., Cross Selling, P&L Analysis, Process Improvement..., Product Management, Microsoft Excel, Strategic Roadmaps, Product Launch, Business Planning, Agile Methodologies, Cross-functional Team..., Strategic Planning, Strategy, Product, Product Marketing, Pricing Strategy, Pricing Analysis
Education
University of Guam 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance and Econcomics
Expedia, Inc. July 2014 - Present
Citi December 2011 - September 2013
Citi August 2010 - December 2011
Dynasty Marketing /KBA Corp January 2002 - August 2010
Morgan Stanley Smith Barney March 2009 - May 2009
George Washington Student Store August 2001 - December 2003
Bistro 2001 - 2002
Skills
Management, Portfolio Management, Leadership, Banking, Project Management, Analysis, Product Development, Loans, Strategic Financial..., Cross Selling, P&L Analysis, Process Improvement..., Product Management, Microsoft Excel, Strategic Roadmaps, Product Launch, Business Planning, Agile Methodologies, Cross-functional Team..., Strategic Planning, Strategy, Product, Product Marketing, Pricing Strategy, Pricing Analysis
Education
University of Guam 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance and Econcomics
Rick Bohn's Morgan Stanley Smith Barney Experience May 1998 - April 2009
Job Financial Advisor at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services, Inc April 2009 - Present
NWQ Wealth Partners, LLC April 2009 - Present
Morgan Stanley Smith Barney May 1998 - April 2009
Merrill Lynch May 1994 - April 2008
Skills
Securities, Wealth Management, Financial Advisory, Investment Advisory, Asset Allocation, Investment Strategies, Finance, IRAs, Retirement Planning, Retirement, Wealth, Equities, FINRA, Investments, Estate Planning, Mutual Funds, Public Speaking, 401k, Asset Management, Strategic Financial..., Financial Services, Management, ETFs, Long-term Care
Education
University of Kentucky 1980 — 1985
Bachelor of Business Administration (B.B.A.), Finance
Raymond James Financial Services, Inc April 2009 - Present
NWQ Wealth Partners, LLC April 2009 - Present
Morgan Stanley Smith Barney May 1998 - April 2009
Merrill Lynch May 1994 - April 2008
Skills
Securities, Wealth Management, Financial Advisory, Investment Advisory, Asset Allocation, Investment Strategies, Finance, IRAs, Retirement Planning, Retirement, Wealth, Equities, FINRA, Investments, Estate Planning, Mutual Funds, Public Speaking, 401k, Asset Management, Strategic Financial..., Financial Services, Management, ETFs, Long-term Care
Education
University of Kentucky 1980 — 1985
Bachelor of Business Administration (B.B.A.), Finance
Lindsay Hammond Lindsay Hammond's Morgan Stanley Smith Barney Experience February 2009 - March 2012
Job Account Executive at Standard Hardware
Industry Retail
Experience
Standard Hardware March 2015 - Present
Francescas Collections November 2013 - March 2015
Soma Intimates June 2013 - November 2013
Morgan Stanley Smith Barney February 2009 - March 2012
Houston Bar Association February 2009 - February 2010
Merrill Lynch February 2008 - December 2008
Skills
Fundraising, Wealth Management, Leadership, Salesforce.com, Event Planning, Cold Calling, Social Media, Microsoft Office, Event Management, Customer Service, Sales, Management, Time Management
Education
University of Houston 2006 — 2008
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
University of Houston 2006 — 2008
BA in Public Relations/Advertising, Public Relations, Advertising, and Applied Communication
Standard Hardware March 2015 - Present
Francescas Collections November 2013 - March 2015
Soma Intimates June 2013 - November 2013
Morgan Stanley Smith Barney February 2009 - March 2012
Houston Bar Association February 2009 - February 2010
Merrill Lynch February 2008 - December 2008
Skills
Fundraising, Wealth Management, Leadership, Salesforce.com, Event Planning, Cold Calling, Social Media, Microsoft Office, Event Management, Customer Service, Sales, Management, Time Management
Education
University of Houston 2006 — 2008
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
University of Houston 2006 — 2008
BA in Public Relations/Advertising, Public Relations, Advertising, and Applied Communication
Wendy Sommer Wendy Sommer's Morgan Stanley Smith Barney Experience February 1993 - September 1995
Job Program Manager with ExtendMed
Industry Program Development
Experience
ExtendMed June 2014 - Present
Topin & Associates September 2013 - April 2014
ExtendMed June 2006 - September 2013
Signature Specialists, Inc. April 2002 - May 2006
J. Walter Thompson September 1995 - November 1998
Morgan Stanley Smith Barney February 1993 - September 1995
Skills
Strategic Planning, Customer Relations, Proposal Writing, Account Management, Team Building, Project Management, Social Media, Microsoft Office, Event Planning, Customer Service, Salesforce.com, Business Development, Marketing Communications, Marketing, Budgets
Education
University of Iowa 1988 — 1992
B.A., Communication Studies
ExtendMed June 2014 - Present
Topin & Associates September 2013 - April 2014
ExtendMed June 2006 - September 2013
Signature Specialists, Inc. April 2002 - May 2006
J. Walter Thompson September 1995 - November 1998
Morgan Stanley Smith Barney February 1993 - September 1995
Skills
Strategic Planning, Customer Relations, Proposal Writing, Account Management, Team Building, Project Management, Social Media, Microsoft Office, Event Planning, Customer Service, Salesforce.com, Business Development, Marketing Communications, Marketing, Budgets
Education
University of Iowa 1988 — 1992
B.A., Communication Studies
Stephen W. Lowther's Morgan Stanley Smith Barney Experience 1998 - 1999
Job Registered Principal, Alternative Investment Solutions
Industry Financial Services
Experience
Alternative Investment Solutions December 2009 - Present
Four Springs Capital LLC April 2011 - December 2013
Trimeteor Oil & Gas February 2013 - October 2013
BFS Financial, Inc. October 2009 - March 2011
Wells Fargo Advisors, LLC February 2008 - August 2009
Morgan Keegan 2005 - 2008
AmSouth Investments 2005 - 2007
Triad Advisors/Lowther & Co. Inc. 1999 - 2005
Morgan Stanley Smith Barney 1998 - 1999
Prudential Securities 1994 - 1998
Skills
Financial Planning, Financial Advisory, Portfolio Management, Alternative Investments, Asset Allocation, Retirement Planning, Real Estate, Investments, Series 63, Asset Managment, Insurance, Mutual Funds, Series 7, Securities, Investment Advisory, Wealth Management, Asset Management, Strategic Financial..., Valuation, Fixed Annuities, Leases, Finance, Investment Strategies, 401k
Education
University of Kentucky 1979 — 1983
BA, Finance and Journalism (dual degrees)
Nashua High School 1974 — 1978
High School Diploma, College Prep
Alternative Investment Solutions December 2009 - Present
Four Springs Capital LLC April 2011 - December 2013
Trimeteor Oil & Gas February 2013 - October 2013
BFS Financial, Inc. October 2009 - March 2011
Wells Fargo Advisors, LLC February 2008 - August 2009
Morgan Keegan 2005 - 2008
AmSouth Investments 2005 - 2007
Triad Advisors/Lowther & Co. Inc. 1999 - 2005
Morgan Stanley Smith Barney 1998 - 1999
Prudential Securities 1994 - 1998
Skills
Financial Planning, Financial Advisory, Portfolio Management, Alternative Investments, Asset Allocation, Retirement Planning, Real Estate, Investments, Series 63, Asset Managment, Insurance, Mutual Funds, Series 7, Securities, Investment Advisory, Wealth Management, Asset Management, Strategic Financial..., Valuation, Fixed Annuities, Leases, Finance, Investment Strategies, 401k
Education
University of Kentucky 1979 — 1983
BA, Finance and Journalism (dual degrees)
Nashua High School 1974 — 1978
High School Diploma, College Prep
Michael Boynton's Morgan Stanley Smith Barney Experience May 2012 - July 2012
Job Senior Consultant at Protiviti
Industry Financial Services
Experience
Protiviti July 2013 - Present
Department of Recreational Sports- University of Georgia October 2011 - December 2012
Morgan Stanley Smith Barney May 2012 - July 2012
RCB Renovations May 2009 - September 2011
Skills
Analysis, Access, Microsoft Excel, Sales, Finance, Advertising, Financial Analysis, Microsoft Office, Portfolio Management, PowerPoint, Microsoft Word, Financial Modeling, Customer Service, Databases, Social Media, Risk Management
Education
University of Georgia - Terry College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Banking and Finance, Junior
Protiviti July 2013 - Present
Department of Recreational Sports- University of Georgia October 2011 - December 2012
Morgan Stanley Smith Barney May 2012 - July 2012
RCB Renovations May 2009 - September 2011
Skills
Analysis, Access, Microsoft Excel, Sales, Finance, Advertising, Financial Analysis, Microsoft Office, Portfolio Management, PowerPoint, Microsoft Word, Financial Modeling, Customer Service, Databases, Social Media, Risk Management
Education
University of Georgia - Terry College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Banking and Finance, Junior
Marty Peskin Marty Peskin's Morgan Stanley Smith Barney Experience July 1996 - November 2005
Job Vice President and LPL Financial Advisor at Sovereign Investment Group
Industry Investment Management
Experience
Sovereign Investment Group November 2005 - Present
Morgan Stanley Smith Barney July 1996 - November 2005
Skills
Series 7, Insurance, Mutual Funds, Retirement Planning, Series 63, Asset Management, Wealth Management, Portfolio Management, Annuities, Equities, Investments, Financial Advisory, Financial Planning, Securities, Finance, FINRA, Asset Allocation, Investment Advisory, Retirement, Investment Strategies
Education
University of Houston
Bachelor's degree, Public Relations
Sovereign Investment Group November 2005 - Present
Morgan Stanley Smith Barney July 1996 - November 2005
Skills
Series 7, Insurance, Mutual Funds, Retirement Planning, Series 63, Asset Management, Wealth Management, Portfolio Management, Annuities, Equities, Investments, Financial Advisory, Financial Planning, Securities, Finance, FINRA, Asset Allocation, Investment Advisory, Retirement, Investment Strategies
Education
University of Houston
Bachelor's degree, Public Relations
Vince Caine Vince Caine's Morgan Stanley Smith Barney Experience August 2002 - May 2010
Job VicePresident at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. August 2011 - Present
Community Bank List May 2010 - August 2011
Morgan Stanley Smith Barney August 2002 - May 2010
Merrill Lynch June 1997 - July 2002
Education
University of Georgia - Terry College of Business 1995 — 1997
BA, Finance
Stephens Inc. August 2011 - Present
Community Bank List May 2010 - August 2011
Morgan Stanley Smith Barney August 2002 - May 2010
Merrill Lynch June 1997 - July 2002
Education
University of Georgia - Terry College of Business 1995 — 1997
BA, Finance
R. Jeffrey Shoup R. Jeffrey Shoup's Morgan Stanley Smith Barney Experience 1993 - January 2011
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2011 - Present
JP Morgan March 2011 - Present
Morgan Stanley Smith Barney 1993 - January 2011
Skills
Series 7, Investments, Portfolio Management, Strategic Financial..., Asset Management, Hedge Funds, Private Equity, Retirement, Financial Modeling, Capital Markets, Estate Planning, Corporate Finance, Financial Analysis, Valuation, Equities, Alternative Investments, Wealth Management, Fixed Income, Banking, Investment Management, Investment Banking, Series 63, Financial Structuring, Mergers & Acquisitions, Due Diligence, Derivatives, Loans, Mortgage Lending, Finance
Education
University of Iowa - Henry B. Tippie College of Business 1987 — 1992
MBA, Finance, Economics
J.P. Morgan March 2011 - Present
JP Morgan March 2011 - Present
Morgan Stanley Smith Barney 1993 - January 2011
Skills
Series 7, Investments, Portfolio Management, Strategic Financial..., Asset Management, Hedge Funds, Private Equity, Retirement, Financial Modeling, Capital Markets, Estate Planning, Corporate Finance, Financial Analysis, Valuation, Equities, Alternative Investments, Wealth Management, Fixed Income, Banking, Investment Management, Investment Banking, Series 63, Financial Structuring, Mergers & Acquisitions, Due Diligence, Derivatives, Loans, Mortgage Lending, Finance
Education
University of Iowa - Henry B. Tippie College of Business 1987 — 1992
MBA, Finance, Economics
Charles Ho, CFA Charles Ho, CFA's Morgan Stanley Smith Barney Experience August 1998 - November 2000
Job Entrepreneur and Finance
Industry Investment Management
Experience
TLC Services, LLC October 2011 - Present
A2W Financing November 2010 - Present
LMI Funding May 2004 - October 2008
Independent Business Consultant 2000 - 2003
Morgan Stanley Smith Barney August 1998 - November 2000
Kleinwort Benson September 1997 - September 1999
Interward Capital June 1996 - December 1997
Hines March 1989 - May 1997
San Jacinto Savings May 1987 - May 1989
Skills
Management, Finance, Financial Analysis, Investments, Project Management, Portfolio Management, Microsoft Office, Strategic Planning, Leadership, Sales, Client Management, Real Estate, CRM, Investment Properties, Loans
Education
University of Houston 1984 — 1987
BBA
University of Houston
MBA, Finance
TLC Services, LLC October 2011 - Present
A2W Financing November 2010 - Present
LMI Funding May 2004 - October 2008
Independent Business Consultant 2000 - 2003
Morgan Stanley Smith Barney August 1998 - November 2000
Kleinwort Benson September 1997 - September 1999
Interward Capital June 1996 - December 1997
Hines March 1989 - May 1997
San Jacinto Savings May 1987 - May 1989
Skills
Management, Finance, Financial Analysis, Investments, Project Management, Portfolio Management, Microsoft Office, Strategic Planning, Leadership, Sales, Client Management, Real Estate, CRM, Investment Properties, Loans
Education
University of Houston 1984 — 1987
BBA
University of Houston
MBA, Finance
Adrian McIntosh Adrian McIntosh's Morgan Stanley Smith Barney Experience 2004 - 2005
Job Systems Manager at The Briad Restaurant Group
Industry Computer Networking
Experience
The Briad Restaurant Group January 2013 - Present
Botechology June 2008 - December 2012
United Nations August 2007 - June 2008
Department of Health September 2005 - June 2007
Morgan Stanley Smith Barney 2004 - 2005
Skills
Blackberry Enterprise..., Dameware, Symantec Endpoint..., Dell PowerEdge Servers, VMware ESX, Sonicwall, Microsoft Servers, Windows Server 2008, Google Apps, VMware Server, Citrix, System Deployment, Network Administration, Firewall Management, Lotus Notes, Backup Exec, MDaemon, System Administration, Blackberry, Cisco Switches, Cisco IOS, Windows Server, Barracuda Spam Filter, Hyper-V, Firewalls, Servers, Help Desk Support, Switches, Active Directory, Windows 7, Disaster Recovery, Troubleshooting, Technical Support, Microsoft Exchange, Cisco Routers, WAN, Networking, VPN
Education
University of Hartford 2001 — 2003
Computer Engineering
The Briad Restaurant Group January 2013 - Present
Botechology June 2008 - December 2012
United Nations August 2007 - June 2008
Department of Health September 2005 - June 2007
Morgan Stanley Smith Barney 2004 - 2005
Skills
Blackberry Enterprise..., Dameware, Symantec Endpoint..., Dell PowerEdge Servers, VMware ESX, Sonicwall, Microsoft Servers, Windows Server 2008, Google Apps, VMware Server, Citrix, System Deployment, Network Administration, Firewall Management, Lotus Notes, Backup Exec, MDaemon, System Administration, Blackberry, Cisco Switches, Cisco IOS, Windows Server, Barracuda Spam Filter, Hyper-V, Firewalls, Servers, Help Desk Support, Switches, Active Directory, Windows 7, Disaster Recovery, Troubleshooting, Technical Support, Microsoft Exchange, Cisco Routers, WAN, Networking, VPN
Education
University of Hartford 2001 — 2003
Computer Engineering
Frank Christiano Frank Christiano's Morgan Stanley Smith Barney Experience 2006 - 2007
Job Quality Assurance Engineer
Industry Aviation & Aerospace
Experience
The Marketing Store April 2012 - Present
UBS July 2010 - April 2012
Bureau Veritas Consumer Products Services 2008 - 2009
Morgan Stanley Smith Barney 2006 - 2007
Skills
Matlab, Risk Management, Process Improvement, Analysis, Project Management, Microsoft Excel, PowerPoint, Microsoft Office, Spanish, Microsoft Word, Business Analysis, Project Planning, Management Consulting, Research, Business Development, Data Analysis, Quality Assurance, AutoCAD
Education
University of Illinois at Urbana-Champaign 2006 — 2010
BS, Aerospace Engineering
The Marketing Store April 2012 - Present
UBS July 2010 - April 2012
Bureau Veritas Consumer Products Services 2008 - 2009
Morgan Stanley Smith Barney 2006 - 2007
Skills
Matlab, Risk Management, Process Improvement, Analysis, Project Management, Microsoft Excel, PowerPoint, Microsoft Office, Spanish, Microsoft Word, Business Analysis, Project Planning, Management Consulting, Research, Business Development, Data Analysis, Quality Assurance, AutoCAD
Education
University of Illinois at Urbana-Champaign 2006 — 2010
BS, Aerospace Engineering
Matt Strajack Matt Strajack's Morgan Stanley Smith Barney Experience December 1994 - December 2003
Job LPL Financial Advisor with 20+ Years of experience
Industry Financial Services
Experience
LPL Financial December 2003 - Present
Morgan Stanley Smith Barney December 1994 - December 2003
Education
University of Iowa - Henry B. Tippie College of Business 1989 — 1993
BBA, Finance
LPL Financial December 2003 - Present
Morgan Stanley Smith Barney December 1994 - December 2003
Education
University of Iowa - Henry B. Tippie College of Business 1989 — 1993
BBA, Finance
Garry D. Davidson's Morgan Stanley Smith Barney Experience December 2009 - June 2011
Job Fixed Income Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2011 - Present
Morgan Stanley Smith Barney December 2009 - June 2011
Allied Oil & Supply, Inc. January 2001 - August 2009
Michelin North America August 1996 - January 2001
United States Air Force August 1984 - July 1996
Skills
Management, P&L Management, Budgets, Leadership, Team Building, Recruiting
Education
Texas A&M University at Commerce
Master of Science, Technology
University of Kentucky
Bachelor of Arts, Economics
Fidelity Investments September 2011 - Present
Morgan Stanley Smith Barney December 2009 - June 2011
Allied Oil & Supply, Inc. January 2001 - August 2009
Michelin North America August 1996 - January 2001
United States Air Force August 1984 - July 1996
Skills
Management, P&L Management, Budgets, Leadership, Team Building, Recruiting
Education
Texas A&M University at Commerce
Master of Science, Technology
University of Kentucky
Bachelor of Arts, Economics
Eric Mandell, CFA's Morgan Stanley Smith Barney Experience 2002 - 2004
Job Relationship Manager at BMO Global Asset Management
Industry Investment Management
Experience
BMO Global Asset Management 2012 - Present
BMO Global Asset Management 2011 - 2012
Russell Investments 2010 - 2011
Duff & Phelps 2005 - 2010
Morgan Stanley Smith Barney 2002 - 2004
Aquarian Partners 2002 - 2004
Skills
Series 7, Series 63, Investments, Portfolio Management, Valuation, Asset Allocation, DCF, Equities, Financial Modeling, Capital Markets, Fixed Income, Alternative Investments, Investment Banking, Corporate Finance, Hedge Funds, Private Equity, Mutual Funds, Investment Strategies, Investment Management, Securities, Financial Markets, Equity Valuation, Bonds, Investment Advisory, Chartered Financial..., Financial Services, Trading
Education
CFA Institute
Chartered Financial Analyst
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
BS, Finance
BMO Global Asset Management 2012 - Present
BMO Global Asset Management 2011 - 2012
Russell Investments 2010 - 2011
Duff & Phelps 2005 - 2010
Morgan Stanley Smith Barney 2002 - 2004
Aquarian Partners 2002 - 2004
Skills
Series 7, Series 63, Investments, Portfolio Management, Valuation, Asset Allocation, DCF, Equities, Financial Modeling, Capital Markets, Fixed Income, Alternative Investments, Investment Banking, Corporate Finance, Hedge Funds, Private Equity, Mutual Funds, Investment Strategies, Investment Management, Securities, Financial Markets, Equity Valuation, Bonds, Investment Advisory, Chartered Financial..., Financial Services, Trading
Education
CFA Institute
Chartered Financial Analyst
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
BS, Finance
Richard D. Niemann Richard D. Niemann's Morgan Stanley Smith Barney Experience January 1981 - February 2002
Job Senior Vice PresidentInvestments at UBS Wealth Management
Industry Financial Services
Experience
UBS Financial Services 2002 - Present
Morgan Stanley Smith Barney January 1981 - February 2002
Skills
Investment Strategies, Asset Allocation, Retirement Planning, Investments, Wealth Management, Series 7, Alternative Investments, Series 63, Investment Advisory, Mutual Funds, Fixed Income, Financial Analysis, Risk Management, Portfolio Management
Education
University of Houston 1962 — 1966
BBA, international business & finance
UBS Financial Services 2002 - Present
Morgan Stanley Smith Barney January 1981 - February 2002
Skills
Investment Strategies, Asset Allocation, Retirement Planning, Investments, Wealth Management, Series 7, Alternative Investments, Series 63, Investment Advisory, Mutual Funds, Fixed Income, Financial Analysis, Risk Management, Portfolio Management
Education
University of Houston 1962 — 1966
BBA, international business & finance
Bruce Moskowitz Bruce Moskowitz's Morgan Stanley Smith Barney Experience December 1998 - January 2009
Job Sterling Wealth Management
Industry Financial Services
Experience
Sterling Wealth Management January 2010 - Present
Morgan Stanley Smith Barney December 1998 - January 2009
Wachovia Securities May 1983 - December 1998
Skills
Financial Services, FINRA, Series 65, Investment Advisory, Asset Allocation, Alternative Investments, Series 24, Uniform Combined State..., Portfolio Management, Investment Strategies, Estate Planning, Equities, Investment Management, Wealth, Fixed Income
Education
University of Georgia - Terry College of Business 1975 — 1979
BBA, Business
Sterling Wealth Management January 2010 - Present
Morgan Stanley Smith Barney December 1998 - January 2009
Wachovia Securities May 1983 - December 1998
Skills
Financial Services, FINRA, Series 65, Investment Advisory, Asset Allocation, Alternative Investments, Series 24, Uniform Combined State..., Portfolio Management, Investment Strategies, Estate Planning, Equities, Investment Management, Wealth, Fixed Income
Education
University of Georgia - Terry College of Business 1975 — 1979
BBA, Business
Nicholas Olenec, CFA, CPA's Morgan Stanley Smith Barney Experience April 2009 - June 2010
Job Private Wealth Management at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman April 2011 - Present
Morgan Stanley Smith Barney April 2009 - June 2010
Highland Capital Management April 2008 - October 2008
PricewaterhouseCoopers July 2006 - March 2008
Skills
Alternative Investments, Equities, Investments, Portfolio Management, Private Equity
Education
University of Illinois at Urbana-Champaign 2005 — 2006
Masters of Science in Accountancy with Tax Specialization
University of Illinois at Urbana-Champaign 2001 — 2005
Bachelor of Science in Accountancy, Accountancy, Finance, & Spanish
Neuberger Berman April 2011 - Present
Morgan Stanley Smith Barney April 2009 - June 2010
Highland Capital Management April 2008 - October 2008
PricewaterhouseCoopers July 2006 - March 2008
Skills
Alternative Investments, Equities, Investments, Portfolio Management, Private Equity
Education
University of Illinois at Urbana-Champaign 2005 — 2006
Masters of Science in Accountancy with Tax Specialization
University of Illinois at Urbana-Champaign 2001 — 2005
Bachelor of Science in Accountancy, Accountancy, Finance, & Spanish
Todd Kilton's Morgan Stanley Smith Barney Experience January 2008 - Present
Job Financial Advisor with Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2008 - Present
Countrywide Financial September 2002 - December 2007
The Coca-Cola Company May 1996 - August 2002
Education
University of Kentucky 1983 — 1987
BS, Marketing
Morgan Stanley Smith Barney January 2008 - Present
Countrywide Financial September 2002 - December 2007
The Coca-Cola Company May 1996 - August 2002
Education
University of Kentucky 1983 — 1987
BS, Marketing
Linh Lopez's Morgan Stanley Smith Barney Experience 2008 - April 2012
Job Realtor Associate at Elite Pacific Properties
Industry Real Estate
Experience
Elite Pacific Properties March 2013 - Present
Accusource LLC 2011 - Present
Morgan Stanley Smith Barney 2008 - April 2012
Advent Software January 2000 - December 2007
Skills
Alternative Investments, Fixed Income
Education
University of Hawaii - College of Business Administration 1994 — 1999
Bachelor of Arts (BA), Finance
Elite Pacific Properties March 2013 - Present
Accusource LLC 2011 - Present
Morgan Stanley Smith Barney 2008 - April 2012
Advent Software January 2000 - December 2007
Skills
Alternative Investments, Fixed Income
Education
University of Hawaii - College of Business Administration 1994 — 1999
Bachelor of Arts (BA), Finance
Ruiz, Sandra's Morgan Stanley Smith Barney Experience August 2011 - Present
Job Wealth Management
Industry Financial Services
Experience
Morgan Stanley Smith Barney August 2011 - Present
Skills
Financial Modeling, Financial Analysis, Strategic Planning, Marketing Strategy, Investments, Entrepreneurship, Customer Service, Budgets, Business Development, Leadership, Management, New Business Development, Sales
Education
University of Houston, C.T. Bauer College of Business 2004 — 2007
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
University Of Houston
Bachelor of Arts (B.A.), Spanish Language and Literature
Morgan Stanley Smith Barney August 2011 - Present
Skills
Financial Modeling, Financial Analysis, Strategic Planning, Marketing Strategy, Investments, Entrepreneurship, Customer Service, Budgets, Business Development, Leadership, Management, New Business Development, Sales
Education
University of Houston, C.T. Bauer College of Business 2004 — 2007
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
University Of Houston
Bachelor of Arts (B.A.), Spanish Language and Literature
Scott Bremus's Morgan Stanley Smith Barney Experience March 2004 - October 2009
Job CFP®
Industry Capital Markets
Experience
Scott Bremus October 2009 - Present
Morgan Stanley Smith Barney March 2004 - October 2009
Merrill Lynch November 1999 - February 2005
Skills
Series 7, Wealth Management, Finance, Portfolio Management, Retirement Planning, Alternative Investments, Asset Allocation, Trading, Securities, Investments, Bonds, Series 63, Strategic Financial..., Financial Planning, Mutual Funds, Series 66
Education
University of Georgia School of Law 1993 — 1996
J.D.
University of Virginia 1989 — 1993
B.A.
Scott Bremus October 2009 - Present
Morgan Stanley Smith Barney March 2004 - October 2009
Merrill Lynch November 1999 - February 2005
Skills
Series 7, Wealth Management, Finance, Portfolio Management, Retirement Planning, Alternative Investments, Asset Allocation, Trading, Securities, Investments, Bonds, Series 63, Strategic Financial..., Financial Planning, Mutual Funds, Series 66
Education
University of Georgia School of Law 1993 — 1996
J.D.
University of Virginia 1989 — 1993
B.A.
Benjamin Krimmel's Morgan Stanley Smith Barney Experience June 2005 - June 2011
Job Internal Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments June 2011 - Present
Morgan Stanley Smith Barney June 2005 - June 2011
US Bank August 2004 - June 2005
Skills
Series 7, Asset Allocation, Series 63, Mutual Funds, Series 65, Wealth Management, Fixed Income, Investments, Alternative Investments, Equities, Asset Managment, Investment Strategies, Investment Management, Asset Management, Investment Advisory, Separately Managed..., Bonds, Financial Analysis
Education
University of Illinois at Urbana-Champaign 2000 — 2004
Bachelor of Arts, Economics
Nuveen Investments June 2011 - Present
Morgan Stanley Smith Barney June 2005 - June 2011
US Bank August 2004 - June 2005
Skills
Series 7, Asset Allocation, Series 63, Mutual Funds, Series 65, Wealth Management, Fixed Income, Investments, Alternative Investments, Equities, Asset Managment, Investment Strategies, Investment Management, Asset Management, Investment Advisory, Separately Managed..., Bonds, Financial Analysis
Education
University of Illinois at Urbana-Champaign 2000 — 2004
Bachelor of Arts, Economics
Jimmy Kapfhammer's Morgan Stanley Smith Barney Experience August 2008 - August 2010
Job Portfolio Coordinator at River Road Asset Management
Industry Financial Services
Experience
River Road Asset Management July 2013 - Present
River Road Asset Management November 2012 - June 2013
River Road Asset Management February 2011 - October 2012
UBS February 2010 - August 2011
Morgan Stanley Smith Barney August 2008 - August 2010
Education
University of Louisville 2006 — 2010
B.S, Business Finance
River Road Asset Management July 2013 - Present
River Road Asset Management November 2012 - June 2013
River Road Asset Management February 2011 - October 2012
UBS February 2010 - August 2011
Morgan Stanley Smith Barney August 2008 - August 2010
Education
University of Louisville 2006 — 2010
B.S, Business Finance
R.J. Fressola's Morgan Stanley Smith Barney Experience January 2011 - January 2013
Job Vice President, Compensation and HR Analytics at Morgan Stanley
Industry Human Resources
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley January 2013 - January 2015
Morgan Stanley Smith Barney January 2011 - January 2013
Morgan Stanley Smith Barney February 2010 - January 2011
IBM February 2008 - June 2009
GE Energy May 2007 - December 2007
IOR Global Services September 2005 - December 2005
Fleishman-Hillard, Inc. 2003 - 2005
Skills
Deferred Compensation, HR Policies, Human Resources, Microsoft Excel, Personnel Management, Strategic Planning, Talent Management, Workforce Planning
Education
University of Illinois at Urbana-Champaign 2006 — 2007
MHRIR, Human Resources and Industrial Relations
Vanderbilt University 2002 — 2006
B.S., Human and Organizational Development
Morgan Stanley January 2015 - Present
Morgan Stanley January 2013 - January 2015
Morgan Stanley Smith Barney January 2011 - January 2013
Morgan Stanley Smith Barney February 2010 - January 2011
IBM February 2008 - June 2009
GE Energy May 2007 - December 2007
IOR Global Services September 2005 - December 2005
Fleishman-Hillard, Inc. 2003 - 2005
Skills
Deferred Compensation, HR Policies, Human Resources, Microsoft Excel, Personnel Management, Strategic Planning, Talent Management, Workforce Planning
Education
University of Illinois at Urbana-Champaign 2006 — 2007
MHRIR, Human Resources and Industrial Relations
Vanderbilt University 2002 — 2006
B.S., Human and Organizational Development
Karen Siannas's Morgan Stanley Smith Barney Experience December 2002 - Present
Job Global Wealth Management at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney December 2002 - Present
Education
University of La Verne 1979 — 1981
Athens Greece, Business Economics
University of Maryland College Park 1978 — 1979
Morgan Stanley Smith Barney December 2002 - Present
Education
University of La Verne 1979 — 1981
Athens Greece, Business Economics
University of Maryland College Park 1978 — 1979
Jen Feldmeyer's Morgan Stanley Smith Barney Experience May 2009 - April 2011
Job Series 7 Registered Assistant
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2009 - April 2011
UBS September 2000 - May 2009
Education
University of Kentucky 1994 — 1998
Social Work, Social Work
Morgan Stanley Smith Barney May 2009 - April 2011
UBS September 2000 - May 2009
Education
University of Kentucky 1994 — 1998
Social Work, Social Work
Cecelia Morgan's Morgan Stanley Smith Barney Experience August 1985 - Present
Job Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney August 1985 - Present
Merrill Lynch August 1982 - July 1985
Skills
Series 7, Series 63
Education
University of Louisiana at Lafayette 1978 — 1982
Bachelor of Business Administration (BBA), Finance, General
Morgan Stanley Smith Barney August 1985 - Present
Merrill Lynch August 1982 - July 1985
Skills
Series 7, Series 63
Education
University of Louisiana at Lafayette 1978 — 1982
Bachelor of Business Administration (BBA), Finance, General
Tami Worrell's Morgan Stanley Smith Barney Experience November 2007 - Present
Job Complex Risk Officer
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 2007 - Present
Wachovia Securities (now Wells Fargo Advisors), UBS Financial Services June 1999 - November 2007
Education
University of Houston
Bachelors
Morgan Stanley Smith Barney November 2007 - Present
Wachovia Securities (now Wells Fargo Advisors), UBS Financial Services June 1999 - November 2007
Education
University of Houston
Bachelors
Ananth Kannimangalam PMP's Morgan Stanley Smith Barney Experience August 2009 - June 2010
Job Services and Product Management, UBS Wealth Management Americas
Industry Information Technology and Services
Experience
UBS Wealth Management June 2012 - Present
Credit Suisse March 2012 - June 2012
MF Global September 2010 - November 2011
Morgan Stanley Investment Management June 2010 - September 2010
Morgan Stanley Smith Barney August 2009 - June 2010
JP Morgan Chase February 2006 - January 2009
Capgemini 2005 - 2006
Hexaware Technologies 2004 - 2005
Tata Consultancy Services 2001 - 2004
Philips Lighting 1999 - 2001
Skills
SDLC, Business Requirements, Testing, Vendor Management, Business Analysis, Software Project..., Project Portfolio..., Requirements Gathering, Program Management, Process Engineering, Risk Management, PMP, Process Improvement, MS Project, Data Warehousing, Resource Management, Business Intelligence, Requirements Analysis, Banking, Reference Data, Agile, Visio, Project Planning, Customer Relations, Portfolio Management, Offshoring, Governance, Strategy, Change Management
Education
University of Madras 1996 — 1998
MBA, Marketing
University of Madras 1992 — 1996
Bachelor of Engineering, Electrical and Electronics Engineering
UBS Wealth Management June 2012 - Present
Credit Suisse March 2012 - June 2012
MF Global September 2010 - November 2011
Morgan Stanley Investment Management June 2010 - September 2010
Morgan Stanley Smith Barney August 2009 - June 2010
JP Morgan Chase February 2006 - January 2009
Capgemini 2005 - 2006
Hexaware Technologies 2004 - 2005
Tata Consultancy Services 2001 - 2004
Philips Lighting 1999 - 2001
Skills
SDLC, Business Requirements, Testing, Vendor Management, Business Analysis, Software Project..., Project Portfolio..., Requirements Gathering, Program Management, Process Engineering, Risk Management, PMP, Process Improvement, MS Project, Data Warehousing, Resource Management, Business Intelligence, Requirements Analysis, Banking, Reference Data, Agile, Visio, Project Planning, Customer Relations, Portfolio Management, Offshoring, Governance, Strategy, Change Management
Education
University of Madras 1996 — 1998
MBA, Marketing
University of Madras 1992 — 1996
Bachelor of Engineering, Electrical and Electronics Engineering
John A. Staab's Morgan Stanley Smith Barney Experience April 2008 - November 2011
Job Principal at HKS Capital Advisors, LLC
Industry Investment Management
Experience
HKS Capital Advisors, LLC February 2012 - Present
Morgan Stanley Smith Barney April 2008 - November 2011
Merrill Lynch 2000 - 2008
Stafford Trading LLC September 1997 - December 1999
Skills
Investment Management, Investments, Capital Markets, Investment Banking, Investment Advisory, Bonds, Private Banking, Capital, Entrepreneurship, Family Office, Alternative Investments, Hedge Funds, Financial Advisory, Private Equity
Education
University of Illinois at Urbana-Champaign 1986 — 1989
BA, Economics
HKS Capital Advisors, LLC February 2012 - Present
Morgan Stanley Smith Barney April 2008 - November 2011
Merrill Lynch 2000 - 2008
Stafford Trading LLC September 1997 - December 1999
Skills
Investment Management, Investments, Capital Markets, Investment Banking, Investment Advisory, Bonds, Private Banking, Capital, Entrepreneurship, Family Office, Alternative Investments, Hedge Funds, Financial Advisory, Private Equity
Education
University of Illinois at Urbana-Champaign 1986 — 1989
BA, Economics
Kylie Pearson's Morgan Stanley Smith Barney Experience January 2007 - Present
Job Registered Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2007 - Present
Northwestern Mutual 2006 - 2007
AllianceBernstein June 2005 - July 2006
Education
University of Iowa 2000 — 2002
Morgan Stanley Smith Barney January 2007 - Present
Northwestern Mutual 2006 - 2007
AllianceBernstein June 2005 - July 2006
Education
University of Iowa 2000 — 2002
Thomas Dugan's Morgan Stanley Smith Barney Experience January 2005 - Present
Job FA at Morgan Stanely Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2005 - Present
Thomas Howard Inc. January 1995 - January 2003
Education
University of Illinois at Urbana-Champaign 1983 — 1986
psych, finance
Morgan Stanley Smith Barney January 2005 - Present
Thomas Howard Inc. January 1995 - January 2003
Education
University of Illinois at Urbana-Champaign 1983 — 1986
psych, finance
Evan Byers's Morgan Stanley Smith Barney Experience May 2009 - August 2009
Job Student at University of Kentucky
Industry Investment Banking
Experience
Morgan Stanley Smith Barney May 2009 - August 2009
Education
University of Kentucky 2005 — 2009
Morgan Stanley Smith Barney May 2009 - August 2009
Education
University of Kentucky 2005 — 2009
Rim Yahia's Morgan Stanley Smith Barney Experience May 2011 - June 2012
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2013 - Present
Morgan Stanley Wealth Management June 2012 - May 2013
Morgan Stanley Smith Barney May 2011 - June 2012
Education
University of Illinois at Chicago 2009 — 2011
Bachelor's Degree, Business Management
Morgan Stanley Wealth Management May 2013 - Present
Morgan Stanley Wealth Management June 2012 - May 2013
Morgan Stanley Smith Barney May 2011 - June 2012
Education
University of Illinois at Chicago 2009 — 2011
Bachelor's Degree, Business Management
Christopher Lally's Morgan Stanley Smith Barney Experience March 2010 - April 2011
Job Financial Advisor, Vice President at SANTANDER INVESTMENT SECURITIES
Industry Financial Services
Experience
SANTANDER INVESTMENT SECURITIES July 2014 - Present
Merrill Edge November 2012 - July 2014
Merrill Lynch June 2011 - July 2012
Morgan Stanley Smith Barney March 2010 - April 2011
sanofi-aventis 2005 - 2008
King Pharmaceuticals 2003 - 2005
inVentiv Health 2002 - 2003
Solvay Pharmaceuticals 1992 - 2002
Skills
Pharmaceutical Industry, Managed Care, Diabetes, Gastroenterology, Rheumatology, Sales, Sales Management, Management, Retirement Planning, Mutual Funds, Series 7, Strategic Financial..., Financial Services, Fixed Annuities, Life Insurance, Investment Strategies, Insurance, Finance, Leadership, Investments, Sales Effectiveness, Product Launch
Education
University of Illinois at Urbana-Champaign
BA, Economics, International Economics
SANTANDER INVESTMENT SECURITIES July 2014 - Present
Merrill Edge November 2012 - July 2014
Merrill Lynch June 2011 - July 2012
Morgan Stanley Smith Barney March 2010 - April 2011
sanofi-aventis 2005 - 2008
King Pharmaceuticals 2003 - 2005
inVentiv Health 2002 - 2003
Solvay Pharmaceuticals 1992 - 2002
Skills
Pharmaceutical Industry, Managed Care, Diabetes, Gastroenterology, Rheumatology, Sales, Sales Management, Management, Retirement Planning, Mutual Funds, Series 7, Strategic Financial..., Financial Services, Fixed Annuities, Life Insurance, Investment Strategies, Insurance, Finance, Leadership, Investments, Sales Effectiveness, Product Launch
Education
University of Illinois at Urbana-Champaign
BA, Economics, International Economics
Chris Jewett's Morgan Stanley Smith Barney Experience November 2000 - September 2012
Job President: Flatland, Director: Prairie Companies
Industry Oil & Energy
Experience
Morgan Stanley Smith Barney November 2000 - September 2012
SportsKraft International Inc. June 1997 - November 1999
Skills
Oil/Gas, Oil & Gas Industry, Oil & Gas Exploration, Water Treatment, Wastewater Treatment, Energy, Energy Industry, Alternative Energy, Renewable Energy, Energy Management, Energy Conservation, Energy Efficiency, Water Quality, Water Resources, Water Management, Renewable Resources
Education
University of Pennsylvania - The Wharton School 2007 — 2008
Executive Education
University of Hawaii at Manoa 1993 — 1997
BA, Political Science
Morgan Stanley Smith Barney November 2000 - September 2012
SportsKraft International Inc. June 1997 - November 1999
Skills
Oil/Gas, Oil & Gas Industry, Oil & Gas Exploration, Water Treatment, Wastewater Treatment, Energy, Energy Industry, Alternative Energy, Renewable Energy, Energy Management, Energy Conservation, Energy Efficiency, Water Quality, Water Resources, Water Management, Renewable Resources
Education
University of Pennsylvania - The Wharton School 2007 — 2008
Executive Education
University of Hawaii at Manoa 1993 — 1997
BA, Political Science
Jacqueline Tytus Clay's Morgan Stanley Smith Barney Experience August 2009 - Present
Job Investments
Industry Financial Services
Experience
Morgan Stanley Smith Barney August 2009 - Present
JPMorgan Private Client Services 1992 - 2009
JPMorgan 1992 - 2009
PNC Financial 1982 - 1992
Education
University of Louisville
bsc, Accounting
Morgan Stanley Smith Barney August 2009 - Present
JPMorgan Private Client Services 1992 - 2009
JPMorgan 1992 - 2009
PNC Financial 1982 - 1992
Education
University of Louisville
bsc, Accounting
Edgar Morris's Morgan Stanley Smith Barney Experience 2003 - 2012
Job Vice President at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. 2012 - Present
Morgan Stanley Smith Barney 2003 - 2012
Education
University of Georgia - Terry College of Business
Bachelor of Business Administration (BBA)
Stephens Inc. 2012 - Present
Morgan Stanley Smith Barney 2003 - 2012
Education
University of Georgia - Terry College of Business
Bachelor of Business Administration (BBA)
Christopher Wurster's Morgan Stanley Smith Barney Experience April 2005 - February 2011
Job Sales Desk Manager at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs September 2012 - Present
PNC Investments February 2011 - August 2012
Morgan Stanley Smith Barney April 2005 - February 2011
Skills
Series 7, Series 63
Education
University of Illinois at Urbana-Champaign 1996 — 2000
International, Resource, and Consumer Economics, Finance, Economics
Goldman Sachs September 2012 - Present
PNC Investments February 2011 - August 2012
Morgan Stanley Smith Barney April 2005 - February 2011
Skills
Series 7, Series 63
Education
University of Illinois at Urbana-Champaign 1996 — 2000
International, Resource, and Consumer Economics, Finance, Economics
Presly R. Carr's Morgan Stanley Smith Barney Experience 2009 - 2010
Job PostBaccalaureate Geology Student at the University of Houston
Industry Hospital & Health Care
Experience
First Choice Emergency Room September 2015 - Present
Sacred Heart Emergency Center October 2011 - Present
Morgan Stanley Smith Barney 2009 - 2010
Skills
Hospitals, Microsoft Word, Healthcare, Nursing, PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Sales
Education
University of Houston 2014 — 2017
Geology, Geological and Earth Sciences/Geosciences, 3.43/4.0
University of Houston-Clear Lake 2007 — 2009
Bachelor of Science, Finance
Gregory-Portland High School 2002 — 2005
First Choice Emergency Room September 2015 - Present
Sacred Heart Emergency Center October 2011 - Present
Morgan Stanley Smith Barney 2009 - 2010
Skills
Hospitals, Microsoft Word, Healthcare, Nursing, PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Sales
Education
University of Houston 2014 — 2017
Geology, Geological and Earth Sciences/Geosciences, 3.43/4.0
University of Houston-Clear Lake 2007 — 2009
Bachelor of Science, Finance
Gregory-Portland High School 2002 — 2005
Alan Linker's Morgan Stanley Smith Barney Experience September 2002 - Present
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney September 2002 - Present
Education
University of Illinois at Chicago 1980 — 1984
Bachelors of Science, Business Management
Morgan Stanley Smith Barney September 2002 - Present
Education
University of Illinois at Chicago 1980 — 1984
Bachelors of Science, Business Management
Shawn Donlin's Morgan Stanley Smith Barney Experience
Job Sr Registered Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney
Education
University of Houston 1988 — 1993
BA, Psychology / Sociology (double major)
Morgan Stanley Smith Barney
Education
University of Houston 1988 — 1993
BA, Psychology / Sociology (double major)
Kim Ovaert's Morgan Stanley Smith Barney Experience 1986 - 1987
Job Home Management Specialist at Ovaert Enterprises
Industry International Affairs
Experience
Ovaert Enterprises January 1994 - Present
Chicago Mercantile Exchange 1987 - January 1994
Morgan Stanley Smith Barney 1986 - 1987
Skills
Facebook, Sales, Event Planning, Personal Training
Education
University of Illinois at Urbana-Champaign 1980 — 1984
B.S., Communications
Ovaert Enterprises January 1994 - Present
Chicago Mercantile Exchange 1987 - January 1994
Morgan Stanley Smith Barney 1986 - 1987
Skills
Facebook, Sales, Event Planning, Personal Training
Education
University of Illinois at Urbana-Champaign 1980 — 1984
B.S., Communications
Lauren Giddins, MBA's Morgan Stanley Smith Barney Experience April 2010 - August 2010
Job Licensed Health Insurance Agent at Homeland Healthcare
Industry Insurance
Experience
Homeland HealthCare, Inc. August 2012 - Present
Nations Insurance Solutions April 2011 - May 2012
Morgan Stanley Smith Barney April 2010 - August 2010
Insurance Care Direct September 2009 - February 2010
Citigroup Smith Barney September 2007 - November 2008
Bank of New York Mellon May 2003 - June 2007
Skills
Retirement Planning, Estate Planning, Commercial Banking, Cash Management, Insurance, Borrowing, Strategic Financial..., Securities, Loans, Financial Planners, Wealth Management, Series 7, Asset Allocation, Alternative Investments, Credit, Portfolio Management, Investments, Asset Management, Fixed Income, Equities, Finance, Financial Analysis, Credit Analysis, Financial Modeling, Financial Markets, Capital Markets, Bloomberg, Commercial Lending, Investment Banking, Banking, Corporate Finance, Series 63, Mutual Funds, Small Business Lending, Investment Advisory, Financial Advisory, Investment Strategies, Retirement, Fixed Annuities, Financial Services, Small Business, Investment Management, Wealth Management..., Wealth, Bonds, Health Insurance, IRAs, Financial Risk, Series 65, Financial Planning
Education
University of Miami - School of Business 2007 — 2009
MBA, International Business
University of Florida - Warrington College of Business Administration 2001 — 2004
Bachelor's of Science in Business Administration, Finance
Homeland HealthCare, Inc. August 2012 - Present
Nations Insurance Solutions April 2011 - May 2012
Morgan Stanley Smith Barney April 2010 - August 2010
Insurance Care Direct September 2009 - February 2010
Citigroup Smith Barney September 2007 - November 2008
Bank of New York Mellon May 2003 - June 2007
Skills
Retirement Planning, Estate Planning, Commercial Banking, Cash Management, Insurance, Borrowing, Strategic Financial..., Securities, Loans, Financial Planners, Wealth Management, Series 7, Asset Allocation, Alternative Investments, Credit, Portfolio Management, Investments, Asset Management, Fixed Income, Equities, Finance, Financial Analysis, Credit Analysis, Financial Modeling, Financial Markets, Capital Markets, Bloomberg, Commercial Lending, Investment Banking, Banking, Corporate Finance, Series 63, Mutual Funds, Small Business Lending, Investment Advisory, Financial Advisory, Investment Strategies, Retirement, Fixed Annuities, Financial Services, Small Business, Investment Management, Wealth Management..., Wealth, Bonds, Health Insurance, IRAs, Financial Risk, Series 65, Financial Planning
Education
University of Miami - School of Business 2007 — 2009
MBA, International Business
University of Florida - Warrington College of Business Administration 2001 — 2004
Bachelor's of Science in Business Administration, Finance
Jeff Hicks, CFP®'s Morgan Stanley Smith Barney Experience May 2007 - Present
Job Financial Services at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2007 - Present
Skills
Series 7, Series 66, Saving for Education, Retirement Income..., Retirement Plan..., Retirement Planning
Education
University of Louisville
Bachelor of Science (BS), Business Administration and Management, General
Morgan Stanley Smith Barney May 2007 - Present
Skills
Series 7, Series 66, Saving for Education, Retirement Income..., Retirement Plan..., Retirement Planning
Education
University of Louisville
Bachelor of Science (BS), Business Administration and Management, General
Valerie Bustle's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Financial Analyst at Lowe's Companies, Inc.
Industry Retail
Experience
Lowe's Companies, Inc. June 2014 - Present
University of Iowa August 2012 - May 2014
University of Iowa-Consulting August 2013 - December 2013
The Hershey Company May 2013 - August 2013
University of Iowa-Consulting 2013 - 2013
Medix Lc August 2010 - July 2012
Running Wild August 2010 - July 2012
Academic Affairs March 2007 - May 2010
Augustana College November 2006 - May 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Customer Service, Spanish, Time Management, Facebook, Data Entry, Client Relations Skills, Email Marketing, Business Analysis, Financial Modeling, Marketing, Advertising, Outlook
Education
University of Iowa 2012 — 2014
Master of Business Administration (M.B.A.), Finance, marketing
Augustana College 2006 — 2010
BA Business administration, Spanish (double major)Business administration
Lowe's Companies, Inc. June 2014 - Present
University of Iowa August 2012 - May 2014
University of Iowa-Consulting August 2013 - December 2013
The Hershey Company May 2013 - August 2013
University of Iowa-Consulting 2013 - 2013
Medix Lc August 2010 - July 2012
Running Wild August 2010 - July 2012
Academic Affairs March 2007 - May 2010
Augustana College November 2006 - May 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Customer Service, Spanish, Time Management, Facebook, Data Entry, Client Relations Skills, Email Marketing, Business Analysis, Financial Modeling, Marketing, Advertising, Outlook
Education
University of Iowa 2012 — 2014
Master of Business Administration (M.B.A.), Finance, marketing
Augustana College 2006 — 2010
BA Business administration, Spanish (double major)Business administration
Julia Hornick's Morgan Stanley Smith Barney Experience August 2009 - December 2009
Job Fund Accountant at Cortland Capital Market Services LLC
Industry Financial Services
Experience
Cortland Capital Market Services LLC July 2013 - Present
Northern Trust January 2011 - July 2013
First Midwest Bank June 2010 - August 2010
Student Financial Services 2010 - January 2010
Morgan Stanley Smith Barney August 2009 - December 2009
Skills
Valuation, Financial Reporting, Portfolio Management, Strategies, Financial Statements, Mutual Funds, Bloomberg, Financial Analysis, Derivatives, Equities, Investments, Banking, Accounting, Asset Managment, SAS
Education
University of Illinois at Chicago 2007 — 2010
Finance, Market Microstructure, Economics, Risk Management
marian catholic
Cortland Capital Market Services LLC July 2013 - Present
Northern Trust January 2011 - July 2013
First Midwest Bank June 2010 - August 2010
Student Financial Services 2010 - January 2010
Morgan Stanley Smith Barney August 2009 - December 2009
Skills
Valuation, Financial Reporting, Portfolio Management, Strategies, Financial Statements, Mutual Funds, Bloomberg, Financial Analysis, Derivatives, Equities, Investments, Banking, Accounting, Asset Managment, SAS
Education
University of Illinois at Chicago 2007 — 2010
Finance, Market Microstructure, Economics, Risk Management
marian catholic
Siddharth Davé's Morgan Stanley Smith Barney Experience June 2008 - August 2008
Job Sales & Trading U.S. Bank
Industry Capital Markets
Experience
U.S. Bank December 2014 - Present
Bank of America July 2011 - November 2014
Bank of America July 2010 - July 2011
University of Illinois at Chicago January 2010 - May 2010
Bank of America June 2009 - August 2009
Morgan Stanley Smith Barney June 2008 - August 2008
Skills
Financial Analysis, Data Analysis, Trading, Microsoft Excel, Market Research, Derivatives, Account Reconciliation, Options, Strategic Planning, Access, Financial Accounting, Risk Management, Cold Calling, Accounting, Leadership, Finance, Credit, Microsoft Office
Education
University of Illinois at Chicago 2006 — 2010
Bachelors of Science, Finance, Economics
U.S. Bank December 2014 - Present
Bank of America July 2011 - November 2014
Bank of America July 2010 - July 2011
University of Illinois at Chicago January 2010 - May 2010
Bank of America June 2009 - August 2009
Morgan Stanley Smith Barney June 2008 - August 2008
Skills
Financial Analysis, Data Analysis, Trading, Microsoft Excel, Market Research, Derivatives, Account Reconciliation, Options, Strategic Planning, Access, Financial Accounting, Risk Management, Cold Calling, Accounting, Leadership, Finance, Credit, Microsoft Office
Education
University of Illinois at Chicago 2006 — 2010
Bachelors of Science, Finance, Economics
Matthew Belniak's Morgan Stanley Smith Barney Experience May 2009 - August 2009
Job Internal Consultant at BMO Global Asset Management
Industry Financial Services
Experience
BMO Global Asset Management February 2015 - Present
Calamos Investments January 2013 - February 2015
Waddell & Reed June 2010 - December 2012
Morgan Stanley Smith Barney May 2009 - August 2009
Wachovia Securities May 2008 - August 2008
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
B.B.A., Finance
BMO Global Asset Management February 2015 - Present
Calamos Investments January 2013 - February 2015
Waddell & Reed June 2010 - December 2012
Morgan Stanley Smith Barney May 2009 - August 2009
Wachovia Securities May 2008 - August 2008
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
B.B.A., Finance
Sam Wais's Morgan Stanley Smith Barney Experience May 2010 - August 2010
Job Analyst Leveraged Lending at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets September 2015 - Present
Crédit Agricole CIB May 2013 - September 2015
University of Illinois at Chicago Campus Housing August 2010 - May 2013
UIC Finance and Investment Group May 2009 - May 2013
Morningstar January 2012 - October 2012
Renaissance Capital Group January 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - August 2010
Education
University of Illinois at Chicago 2009 — 2013
Bachelor of Science (B.S.), Finance, General
BMO Capital Markets September 2015 - Present
Crédit Agricole CIB May 2013 - September 2015
University of Illinois at Chicago Campus Housing August 2010 - May 2013
UIC Finance and Investment Group May 2009 - May 2013
Morningstar January 2012 - October 2012
Renaissance Capital Group January 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - August 2010
Education
University of Illinois at Chicago 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Bonnie Linnemeier's Morgan Stanley Smith Barney Experience May 1994 - May 1995
Job Director, Structured Credit Executive at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch / Bank of America February 2014 - Present
Fifth Third Bank November 2009 - April 2012
National City Bank June 1995 - October 2009
Morgan Stanley Smith Barney May 1994 - May 1995
Skills
Commercial Lending, Private Banking, Wealth Management, Leadership Development, Wealth Transfer, Commercial Banking, High Net Worth..., Loans, Credit, Wealth, Credit Analysis, Retirement Planning, Small Business Lending, Banking, Strategic Planning, Portfolio Management, Risk Management, Finance
Education
University of Kentucky 1991 — 1995
BBA, Major Finance / Minor Economics
Merrill Lynch / Bank of America February 2014 - Present
Fifth Third Bank November 2009 - April 2012
National City Bank June 1995 - October 2009
Morgan Stanley Smith Barney May 1994 - May 1995
Skills
Commercial Lending, Private Banking, Wealth Management, Leadership Development, Wealth Transfer, Commercial Banking, High Net Worth..., Loans, Credit, Wealth, Credit Analysis, Retirement Planning, Small Business Lending, Banking, Strategic Planning, Portfolio Management, Risk Management, Finance
Education
University of Kentucky 1991 — 1995
BBA, Major Finance / Minor Economics
William K Shockley's Morgan Stanley Smith Barney Experience February 2010 - April 2012
Job Senior Business Relationship Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2012 - Present
Morgan Stanley Smith Barney February 2010 - April 2012
SunTrust Bank 2006 - 2009
Capital City Bank Group, Inc. 2004 - 2006
Wachovia, A Wells Fargo Company 1998 - 2004
Merrill Lynch 1997 - 1998
Skills
Investments, Loans, Portfolio Management, Finance, Commercial Lending, Series 7, Asset Management, Strategic Planning, Financial Analysis, Commercial Banking, Management, Small Business Lending, Credit Analysis, Wealth Management, Mortgage Lending
Education
University of Georgia - Terry College of Business 1992 — 1996
BBA, International Finance
Wells Fargo May 2012 - Present
Morgan Stanley Smith Barney February 2010 - April 2012
SunTrust Bank 2006 - 2009
Capital City Bank Group, Inc. 2004 - 2006
Wachovia, A Wells Fargo Company 1998 - 2004
Merrill Lynch 1997 - 1998
Skills
Investments, Loans, Portfolio Management, Finance, Commercial Lending, Series 7, Asset Management, Strategic Planning, Financial Analysis, Commercial Banking, Management, Small Business Lending, Credit Analysis, Wealth Management, Mortgage Lending
Education
University of Georgia - Terry College of Business 1992 — 1996
BBA, International Finance
David Mack's Morgan Stanley Smith Barney Experience January 1998 - April 2009
Job First Vice President Wealth Management at UBS Financial Services/Portfolio ManagerPortfolio Management Program
Industry Financial Services
Experience
UBS Financial Services April 2009 - Present
Morgan Stanley Smith Barney January 1998 - April 2009
Skills
Financial Planning, Estate Planning, Wealth Management, Investment Advisory, Asset Allocation, Retirement Planning, Strategic Financial...
Education
University of Hartford 1990 — 1994
BA, Political Science & Finance
South Brunswick HS
UBS Financial Services April 2009 - Present
Morgan Stanley Smith Barney January 1998 - April 2009
Skills
Financial Planning, Estate Planning, Wealth Management, Investment Advisory, Asset Allocation, Retirement Planning, Strategic Financial...
Education
University of Hartford 1990 — 1994
BA, Political Science & Finance
South Brunswick HS
Ricardo Mihaly's Morgan Stanley Smith Barney Experience September 2008 - May 2010
Job Case Design Director
Industry Financial Services
Experience
MetLife Premier Client Group of Houston an Office of MetLife November 2014 - Present
MBM Advisors July 2012 - 2013
Wealth Development Strategies, L.P. July 2010 - June 2012
Morgan Stanley Smith Barney September 2008 - May 2010
Morgan Stanley Smith Barney July 2007 - September 2008
Woodway Financial Advisors July 2000 - July 2007
The GMS Group LLC January 1994 - July 2000
Skills
Wealth Management, Asset Allocation, Mutual Funds, Series 7, Investments, Portfolio Management, Retirement Planning, Finance, Estate Planning, Financial Modeling, Bonds, Wealth Management..., Financial Services, Financial Planners, Wealth, High Net Worth..., Friendly Personality, Financial Planning, Investment Advisory, Comprehensive Wealth..., Cash Flow, Philanthropic Planning, Wealth Transfer Planning, Educational Planning, Needs Analysis, Department Management, Spanish, Bloomberg Terminal, Thompson One, Zephyr Style Advisor, Zephyr Allocation..., Morningstar Principia, Morningstar Office, Investment Research, Series 66
Education
University of Houston 1990 — 1995
BBA, Finance
MetLife Premier Client Group of Houston an Office of MetLife November 2014 - Present
MBM Advisors July 2012 - 2013
Wealth Development Strategies, L.P. July 2010 - June 2012
Morgan Stanley Smith Barney September 2008 - May 2010
Morgan Stanley Smith Barney July 2007 - September 2008
Woodway Financial Advisors July 2000 - July 2007
The GMS Group LLC January 1994 - July 2000
Skills
Wealth Management, Asset Allocation, Mutual Funds, Series 7, Investments, Portfolio Management, Retirement Planning, Finance, Estate Planning, Financial Modeling, Bonds, Wealth Management..., Financial Services, Financial Planners, Wealth, High Net Worth..., Friendly Personality, Financial Planning, Investment Advisory, Comprehensive Wealth..., Cash Flow, Philanthropic Planning, Wealth Transfer Planning, Educational Planning, Needs Analysis, Department Management, Spanish, Bloomberg Terminal, Thompson One, Zephyr Style Advisor, Zephyr Allocation..., Morningstar Principia, Morningstar Office, Investment Research, Series 66
Education
University of Houston 1990 — 1995
BBA, Finance
Nati Kiferbaum's Morgan Stanley Smith Barney Experience May 2011 - December 2011
Job Assistant Vice President Investment Product Manager at Inland Private Capital Corporation
Industry Commercial Real Estate
Experience
Inland Private Capital Corporation January 2014 - Present
Inland Private Capital Corporation January 2012 - December 2013
Morgan Stanley Smith Barney May 2011 - December 2011
Krause fund January 2011 - May 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Microsoft Excel, Argus Training, Real Estate Investment, Private Placements, Investment Properties, Commercial Real Estate, Real Estate, Accounting, Mutual Funds, Finance, Investors, Commercial Real Estate..., Asset Allocation, Alternative Investments, Valuation, Asset Management
Education
University of Iowa - Henry B. Tippie College of Business
Finance
Inland Private Capital Corporation January 2014 - Present
Inland Private Capital Corporation January 2012 - December 2013
Morgan Stanley Smith Barney May 2011 - December 2011
Krause fund January 2011 - May 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Microsoft Excel, Argus Training, Real Estate Investment, Private Placements, Investment Properties, Commercial Real Estate, Real Estate, Accounting, Mutual Funds, Finance, Investors, Commercial Real Estate..., Asset Allocation, Alternative Investments, Valuation, Asset Management
Education
University of Iowa - Henry B. Tippie College of Business
Finance
Kirsten Ismail, CFP®'s Morgan Stanley Smith Barney Experience August 1997 - February 2009
Job Vice President Wealth Management At UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. January 2013 - Present
UBS February 2009 - December 2012
Morgan Stanley Smith Barney August 1997 - February 2009
Education
University of Maine 1990 — 1994
Bachelor of Science, Education
UBS Financial Services Inc. January 2013 - Present
UBS February 2009 - December 2012
Morgan Stanley Smith Barney August 1997 - February 2009
Education
University of Maine 1990 — 1994
Bachelor of Science, Education
Jennifer Haberer's Morgan Stanley Smith Barney Experience September 2008 - July 2015
Job Sr. Registereed Client Service Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney September 2008 - July 2015
Wachovia, A Wells Fargo Company October 2006 - September 2008
Wachovia Securities Financial Network October 2006 - August 2008
Skills
Series 7, Series 66, Series 63, Uniform Combined State..., Mutual Funds, Securities, Asset Allocation
Education
University of Iowa 1973 — 1976
BA, Broadcasting and Film
Perry Community High School, Perry Iowa 1968 — 1972
Bachelor of Arts (BA), Broadcasting and Film
Morgan Stanley Smith Barney September 2008 - July 2015
Wachovia, A Wells Fargo Company October 2006 - September 2008
Wachovia Securities Financial Network October 2006 - August 2008
Skills
Series 7, Series 66, Series 63, Uniform Combined State..., Mutual Funds, Securities, Asset Allocation
Education
University of Iowa 1973 — 1976
BA, Broadcasting and Film
Perry Community High School, Perry Iowa 1968 — 1972
Bachelor of Arts (BA), Broadcasting and Film
Jarrett Davis, CFP®'s Morgan Stanley Smith Barney Experience September 2007 - August 2010
Job Wealth Advisor at Harbor Wealth Advisors
Industry Financial Services
Experience
Harbor Wealth Advisors January 2013 - Present
Wells Fargo Private Bank August 2010 - 2012
Morgan Stanley Smith Barney September 2007 - August 2010
Merrill Lynch 2005 - 2007
SunTrust Bank 1988 - 2005
Skills
Certified Financial..., Wealth Management, High Net Worth..., Investment Management, Trust Services, Estate Planning, Commercial Banking, Banking, Series 7, Series 63, Investment Advisory, Commercial Lending, Retirement Planning, Strategic Financial..., Investments, Financial Services, Loans, Wealth Management..., Finance, Wealth
Education
University of Georgia - Terry College of Business 1976 — 1980
BBA, Risk Management and Insurance
Westminster Schools 1963 — 1976
Harbor Wealth Advisors January 2013 - Present
Wells Fargo Private Bank August 2010 - 2012
Morgan Stanley Smith Barney September 2007 - August 2010
Merrill Lynch 2005 - 2007
SunTrust Bank 1988 - 2005
Skills
Certified Financial..., Wealth Management, High Net Worth..., Investment Management, Trust Services, Estate Planning, Commercial Banking, Banking, Series 7, Series 63, Investment Advisory, Commercial Lending, Retirement Planning, Strategic Financial..., Investments, Financial Services, Loans, Wealth Management..., Finance, Wealth
Education
University of Georgia - Terry College of Business 1976 — 1980
BBA, Risk Management and Insurance
Westminster Schools 1963 — 1976
Kevin Contat's Morgan Stanley Smith Barney Experience October 2000 - July 2003
Job Vice President/Sr. Relationship Manager Franchise Banking at Huntington National Bank
Industry Banking
Experience
Huntington National Bank October 2011 - Present
Huntington National Bank February 2010 - October 2011
Comerica Bank May 2005 - February 2010
Griffin, Kubik, Stephens & Thompson January 2004 - May 2005
Morgan Stanley Smith Barney October 2000 - July 2003
Skills
Financial Analysis, Banking, Commercial Lending, Loans, Commercial Banking, Credit Analysis, Financial Modeling, Finance, Credit Risk, Underwriting, Mergers, Due Diligence, Middle Market, Portfolio Management
Education
University of Illinois at Chicago 2003 — 2004
MBA, Finance & Accounting
University of Michigan 1993 — 1997
BA in Secondary Education, History & Social Sciences
Huntington National Bank October 2011 - Present
Huntington National Bank February 2010 - October 2011
Comerica Bank May 2005 - February 2010
Griffin, Kubik, Stephens & Thompson January 2004 - May 2005
Morgan Stanley Smith Barney October 2000 - July 2003
Skills
Financial Analysis, Banking, Commercial Lending, Loans, Commercial Banking, Credit Analysis, Financial Modeling, Finance, Credit Risk, Underwriting, Mergers, Due Diligence, Middle Market, Portfolio Management
Education
University of Illinois at Chicago 2003 — 2004
MBA, Finance & Accounting
University of Michigan 1993 — 1997
BA in Secondary Education, History & Social Sciences
Rhonda Lowe's Morgan Stanley Smith Barney Experience November 2000 - December 2001
Job Photographer at Hallway2Marketing
Industry Photography
Experience
Hallway2Marketing June 2015 - Present
Freelance Photographer 2014 - Present
TSS Photography September 2013 - Present
Spring Action Photos May 2012 - Present
Your Sporting Image 2011 - Present
The Richland Companies August 2012 - June 2015
First Community Bank April 2008 - January 2012
Fayez Sarofim & Co. December 2001 - April 2008
Morgan Stanley Smith Barney November 2000 - December 2001
UBS September 1995 - October 2000
Skills
Digital Photography, Fine Art Photography, Photography, Photoshop, Lightroom, InDesign, Adobe Bridge, Accounting, Investments, Cash Management, Portfolio Management, General Ledger, Auditing, Property Management, Negotiation, Social Media, Project Management
Education
University of Houston-Clear Lake 2011 — 2015
Bachelor of Fine Arts (BFA), Art & Design
Meridian Community College 1991 — 1993
Associates, Business
Southeast Lauderdale 1979 — 1991
Diploma, General Studies
Hallway2Marketing June 2015 - Present
Freelance Photographer 2014 - Present
TSS Photography September 2013 - Present
Spring Action Photos May 2012 - Present
Your Sporting Image 2011 - Present
The Richland Companies August 2012 - June 2015
First Community Bank April 2008 - January 2012
Fayez Sarofim & Co. December 2001 - April 2008
Morgan Stanley Smith Barney November 2000 - December 2001
UBS September 1995 - October 2000
Skills
Digital Photography, Fine Art Photography, Photography, Photoshop, Lightroom, InDesign, Adobe Bridge, Accounting, Investments, Cash Management, Portfolio Management, General Ledger, Auditing, Property Management, Negotiation, Social Media, Project Management
Education
University of Houston-Clear Lake 2011 — 2015
Bachelor of Fine Arts (BFA), Art & Design
Meridian Community College 1991 — 1993
Associates, Business
Southeast Lauderdale 1979 — 1991
Diploma, General Studies
Andrea Giganti's Morgan Stanley Smith Barney Experience January 2007 - July 2011
Job Senior Internal Advisor Consultant/Assistant Vice President
Industry Financial Services
Experience
Nuveen Investments June 2011 - Present
Morgan Stanley Smith Barney January 2007 - July 2011
Skills
Series 7, Asset Allocation, Capital Markets, FINRA, Series 63, Retirement, Mutual Funds, Asset Management, Microsoft Excel
Education
University of Iowa 2001 — 2005
B.A., Communication Studies
Nuveen Investments June 2011 - Present
Morgan Stanley Smith Barney January 2007 - July 2011
Skills
Series 7, Asset Allocation, Capital Markets, FINRA, Series 63, Retirement, Mutual Funds, Asset Management, Microsoft Excel
Education
University of Iowa 2001 — 2005
B.A., Communication Studies
Daryl Shankland's Morgan Stanley Smith Barney Experience April 1980 - 2005
Job President at Shankland Financial Advisors, LLC
Industry Financial Services
Experience
www.shanklandfinancial.com January 2006 - Present
Shankland Financial Advisors, LLC 2006 - Present
www.Darylsart.com November 2005 - Present
Morgan Stanley Smith Barney April 1980 - 2005
Skills
Fine Art, Research, Paint, Pet Portraits, Galleries, Portraits, Investment management,..., client data..., Painting, Oil Painting, Graphic Design, Photography, Art, Financial Planning
Education
University of Illinois at Urbana-Champaign 1973 — 1975
BS, Communications
www.shanklandfinancial.com January 2006 - Present
Shankland Financial Advisors, LLC 2006 - Present
www.Darylsart.com November 2005 - Present
Morgan Stanley Smith Barney April 1980 - 2005
Skills
Fine Art, Research, Paint, Pet Portraits, Galleries, Portraits, Investment management,..., client data..., Painting, Oil Painting, Graphic Design, Photography, Art, Financial Planning
Education
University of Illinois at Urbana-Champaign 1973 — 1975
BS, Communications
Aubrey Tianello's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Equity Research Associate at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets July 2014 - Present
Deutsche Bank September 2012 - July 2014
Morgan Stanley Smith Barney June 2011 - August 2011
Skills
Capital Markets, Fixed Income, Valuation, Investment Banking, Bloomberg, Equity Research, Financial Modeling, Wealth Management, Derivatives, Equity Valuation, Equities, Hedge Funds, Securities, Corporate Finance, Financial Analysis
Education
University of Florida - Warrington College Of Business
Bachelor of Science, Finance
KeyBanc Capital Markets July 2014 - Present
Deutsche Bank September 2012 - July 2014
Morgan Stanley Smith Barney June 2011 - August 2011
Skills
Capital Markets, Fixed Income, Valuation, Investment Banking, Bloomberg, Equity Research, Financial Modeling, Wealth Management, Derivatives, Equity Valuation, Equities, Hedge Funds, Securities, Corporate Finance, Financial Analysis
Education
University of Florida - Warrington College Of Business
Bachelor of Science, Finance
Robert2 Johnson's Morgan Stanley Smith Barney Experience February 1984 - Present
Job Senior Vice PresidentWealth Management at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 1984 - Present
Education
University of Illinois at Urbana-Champaign 1973 — 1981
BS, MS, Ph.D
Morgan Stanley Smith Barney February 1984 - Present
Education
University of Illinois at Urbana-Champaign 1973 — 1981
BS, MS, Ph.D
Brett Kanoff's Morgan Stanley Smith Barney Experience 2007 - 2008
Job Staff Financial Analyst, FP&A Lead at Lockheed Martin
Industry
Experience
Lockheed Martin July 2014 - Present
Lockheed Martin November 2012 - July 2014
Lockheed Martin 2009 - November 2012
Morgan Stanley Smith Barney 2007 - 2008
Skills
Risk Management, Finance, Variance Analysis, Hyperion Enterprise, Strategic Financial..., Government Contracting, Financial Modeling, Microsoft Excel, Earned Value Management, Financial Analysis, Financial Reporting, Financial Forecasting, Cost Accounting, Corporate Finance, Essbase, Hyperion
Education
University of Florida - Warrington College Of Business 2011 — 2012
MBA
University of Maryland - Robert H. Smith School of Business 2005 — 2009
Bachelors, Finance
Lockheed Martin July 2014 - Present
Lockheed Martin November 2012 - July 2014
Lockheed Martin 2009 - November 2012
Morgan Stanley Smith Barney 2007 - 2008
Skills
Risk Management, Finance, Variance Analysis, Hyperion Enterprise, Strategic Financial..., Government Contracting, Financial Modeling, Microsoft Excel, Earned Value Management, Financial Analysis, Financial Reporting, Financial Forecasting, Cost Accounting, Corporate Finance, Essbase, Hyperion
Education
University of Florida - Warrington College Of Business 2011 — 2012
MBA
University of Maryland - Robert H. Smith School of Business 2005 — 2009
Bachelors, Finance
Kristen Koupal's Morgan Stanley Smith Barney Experience February 2005 - Present
Job
Industry
Experience
Morgan Stanley Smith Barney February 2005 - Present
Education
University of Iowa 2000 — 2004
Morgan Stanley Smith Barney February 2005 - Present
Education
University of Iowa 2000 — 2004
Brice Zaumseil's Morgan Stanley Smith Barney Experience May 2010 - June 2010
Job Financial Analyst at PepsiCo
Industry Financial Services
Experience
University of Illinois at Urbana-Champaign Financial AnalystPepsiCoMarch 2014 - Present
Eldorado Trading Group March 2013 - December 2013
Afterworks June 2010 - January 2011
Morgan Stanley Smith Barney May 2010 - June 2010
Arbor Research and Trading May 2009 - July 2009
Skills
Competitive Analysis, Market Research, Financial Analysis, Forecasting, Derivatives, Fixed Income, Bloomberg, Financial Modeling, Microsoft Excel, Finance, Microsoft Office, Management, PowerPoint, Trading, Marketing, Investments
Education
University of Illinois at Urbana-Champaign - College of Business 2011 — 2012
Master's, Finance
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
Bachelor's, Finance
University of Illinois at Urbana-Champaign Financial AnalystPepsiCoMarch 2014 - Present
Eldorado Trading Group March 2013 - December 2013
Afterworks June 2010 - January 2011
Morgan Stanley Smith Barney May 2010 - June 2010
Arbor Research and Trading May 2009 - July 2009
Skills
Competitive Analysis, Market Research, Financial Analysis, Forecasting, Derivatives, Fixed Income, Bloomberg, Financial Modeling, Microsoft Excel, Finance, Microsoft Office, Management, PowerPoint, Trading, Marketing, Investments
Education
University of Illinois at Urbana-Champaign - College of Business 2011 — 2012
Master's, Finance
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
Bachelor's, Finance
Michele Alex's Morgan Stanley Smith Barney Experience 1990 - Present
Job Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 1990 - Present
e.f. hutton 1985 - 1990
paine webber jackson and curtis 1980 - 1985
Education
University of Maine 1969 — 1973
bs, education/english
Morgan Stanley Smith Barney 1990 - Present
e.f. hutton 1985 - 1990
paine webber jackson and curtis 1980 - 1985
Education
University of Maine 1969 — 1973
bs, education/english
Nathan Logan's Morgan Stanley Smith Barney Experience February 2008 - Present
Job Financial Advisor Associate
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 2008 - Present
Education
University of La Verne 2003 — 2008
BS, Business Administration/Finance
Morgan Stanley Smith Barney February 2008 - Present
Education
University of La Verne 2003 — 2008
BS, Business Administration/Finance
Shawn DONLIN's Morgan Stanley Smith Barney Experience 2002 - February 2012
Job Senior Branch Service Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management August 2013 - Present
RBC Wealth Management May 2012 - August 2013
Morgan Stanley Smith Barney 2002 - February 2012
UBS / Paine Webber 1995 - 2002
Education
University of Houston 1987 — 1993
Bachelor of Science (BS) - Psychology / Sociology, (Minor - French)
RBC Wealth Management August 2013 - Present
RBC Wealth Management May 2012 - August 2013
Morgan Stanley Smith Barney 2002 - February 2012
UBS / Paine Webber 1995 - 2002
Education
University of Houston 1987 — 1993
Bachelor of Science (BS) - Psychology / Sociology, (Minor - French)
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.