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
Jessica Freeman Jessica Freeman's Morgan Stanley Smith Barney Experience June 2009 - March 2012
Job Executive Assistant at Prince George's County Memorial Library System
Industry Insurance
Experience
Prince George's County Memorial Library System August 2014 - Present
Fidelity & Guaranty Life March 2012 - August 2014
Morgan Stanley Smith Barney June 2009 - March 2012
Skills
Organization, Customer Service, Multitasking Skills, Microsoft Office, Time Management, Written & Verbal..., Teambuilding & Training, Research, Problem Solving, Administration
Education
University of Maryland Baltimore County 2003 — 2008
Bachelor's of Arts, History
Prince George's County Memorial Library System August 2014 - Present
Fidelity & Guaranty Life March 2012 - August 2014
Morgan Stanley Smith Barney June 2009 - March 2012
Skills
Organization, Customer Service, Multitasking Skills, Microsoft Office, Time Management, Written & Verbal..., Teambuilding & Training, Research, Problem Solving, Administration
Education
University of Maryland Baltimore County 2003 — 2008
Bachelor's of Arts, History
Bruce G. Spence Bruce G. Spence's Morgan Stanley Smith Barney Experience October 2009 - December 2011
Job Complex Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2011 - Present
Morgan Stanley Smith Barney October 2009 - December 2011
Smith Barney November 1995 - October 2009
Shearson / Smith Barney 1987 - 1995
Shearson 1987 - 1994
E.F. Hutton 1984 - 1987
Education
University of Massachusetts, Amherst
Wells Fargo Advisors, LLC December 2011 - Present
Morgan Stanley Smith Barney October 2009 - December 2011
Smith Barney November 1995 - October 2009
Shearson / Smith Barney 1987 - 1995
Shearson 1987 - 1994
E.F. Hutton 1984 - 1987
Education
University of Massachusetts, Amherst
Vernon Thomas Vernon Thomas's Morgan Stanley Smith Barney Experience December 1999 - March 2012
Job Financial Advisor, Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2012 - Present
Morgan Stanley Smith Barney December 1999 - March 2012
Education
University of Maryland College Park 1971 — 1976
Bachelor's degree, Philosophy
Ameriprise Financial Services, Inc. March 2012 - Present
Morgan Stanley Smith Barney December 1999 - March 2012
Education
University of Maryland College Park 1971 — 1976
Bachelor's degree, Philosophy
Todd Norris, CFP® Todd Norris, CFP®'s Morgan Stanley Smith Barney Experience May 2011 - July 2014
Job Strategic Wealth Management Group, LLC
Industry Financial Services
Experience
Strategic Wealth Management Group, LLC January 2015 - Present
Merrill Edge July 2014 - January 2015
Morgan Stanley Smith Barney May 2011 - July 2014
Brown Advisory April 2008 - May 2011
Norris Financial Group May 2007 - April 2008
Skills
Series 7, Series 66, Investments, Financial Planning, Asset Management, Risk Management, Wealth Management, Retirement Planning, Strategic Financial..., FINRA, Mutual Funds, Asset Allocation, Series 63, Investment Advisory
Education
University of Maryland - Robert H. Smith School of Business 2003 — 2007
B.S., Finance
Hereford High School 1999 — 2003
Strategic Wealth Management Group, LLC January 2015 - Present
Merrill Edge July 2014 - January 2015
Morgan Stanley Smith Barney May 2011 - July 2014
Brown Advisory April 2008 - May 2011
Norris Financial Group May 2007 - April 2008
Skills
Series 7, Series 66, Investments, Financial Planning, Asset Management, Risk Management, Wealth Management, Retirement Planning, Strategic Financial..., FINRA, Mutual Funds, Asset Allocation, Series 63, Investment Advisory
Education
University of Maryland - Robert H. Smith School of Business 2003 — 2007
B.S., Finance
Hereford High School 1999 — 2003
Kevin Mantay Kevin Mantay's Morgan Stanley Smith Barney Experience May 2011 - September 2011
Job Commercial Banking at U.S. Bank
Industry Banking
Experience
U.S. Bank August 2015 - Present
Lease Corporation of America May 2013 - July 2015
Lease Corporation of America May 2012 - August 2012
Morgan Stanley Smith Barney May 2011 - September 2011
Detroit Forest Products May 2011 - September 2011
Detroit Forest Products May 2010 - September 2010
City of Northville Downtown Development Authority May 2009 - September 2009
Skills
Inside Sales, Salesforce.com, Finance, Prospection, Credit Analysis, Lease Documentation, Customer Presentations, Mutual Funds, Zephyr Style Advisor, Calculus, Microsoft Office, Forklift Operator, Spanish, AutoCAD, SketchUp, Credit, Customer Service, Banking, Cold Calling, Leadership, Account Management, Management, Sales Process, Direct Sales, Selling, Business Development, Sales, Sales Management
Education
University of Michigan 2009 — 2013
Bachelor of Arts (BA), International and Comparative Studies
INCAE Business School 2012 — 2012
Sustainability Studies
Norhville High School 2005 — 2009
U.S. Bank August 2015 - Present
Lease Corporation of America May 2013 - July 2015
Lease Corporation of America May 2012 - August 2012
Morgan Stanley Smith Barney May 2011 - September 2011
Detroit Forest Products May 2011 - September 2011
Detroit Forest Products May 2010 - September 2010
City of Northville Downtown Development Authority May 2009 - September 2009
Skills
Inside Sales, Salesforce.com, Finance, Prospection, Credit Analysis, Lease Documentation, Customer Presentations, Mutual Funds, Zephyr Style Advisor, Calculus, Microsoft Office, Forklift Operator, Spanish, AutoCAD, SketchUp, Credit, Customer Service, Banking, Cold Calling, Leadership, Account Management, Management, Sales Process, Direct Sales, Selling, Business Development, Sales, Sales Management
Education
University of Michigan 2009 — 2013
Bachelor of Arts (BA), International and Comparative Studies
INCAE Business School 2012 — 2012
Sustainability Studies
Norhville High School 2005 — 2009
Adam West's Morgan Stanley Smith Barney Experience April 2001 - October 2002
Job Vice President | Relationship Manager
Industry Financial Services
Experience
TD Wealth Management June 2015 - Present
Wells Fargo Advisors July 2012 - June 2015
Wells Fargo Advisors December 2010 - July 2012
Citizens Bank October 2009 - December 2010
Bank of America June 2006 - March 2009
Westco, Inc October 2002 - June 2006
Morgan Stanley Smith Barney April 2001 - October 2002
Morgan Stanley July 1998 - April 2001
Standish, Ayer & Wood, Inc March 1993 - August 1996
Skills
Building Relationships, New Business Development, Sales Management, Wealth Management, Private Banking, Financial Advisory, Banking, Credit, Cash Management, Series 7, Securities, Financial Planning, Mortgage, Loans, Private Wealth..., Series 6, Series 63, Mortgage Lending, High Net Worth..., Holistic Financial..., Investment Advisory, Separately Managed..., Wrap Accounts, Unified Managed Accounts, SMA, Strategic Financial..., Retirement Planning, Relationship Management, Asset Management, Asset Allocation, Investment Strategies, Financial Analysis, Commercial Banking, Finance, Financial Risk, Consumer Lending, Insurance, Financial Services
Education
University of Massachusetts Boston 1996 — 1998
B.S, Finance
TD Wealth Management June 2015 - Present
Wells Fargo Advisors July 2012 - June 2015
Wells Fargo Advisors December 2010 - July 2012
Citizens Bank October 2009 - December 2010
Bank of America June 2006 - March 2009
Westco, Inc October 2002 - June 2006
Morgan Stanley Smith Barney April 2001 - October 2002
Morgan Stanley July 1998 - April 2001
Standish, Ayer & Wood, Inc March 1993 - August 1996
Skills
Building Relationships, New Business Development, Sales Management, Wealth Management, Private Banking, Financial Advisory, Banking, Credit, Cash Management, Series 7, Securities, Financial Planning, Mortgage, Loans, Private Wealth..., Series 6, Series 63, Mortgage Lending, High Net Worth..., Holistic Financial..., Investment Advisory, Separately Managed..., Wrap Accounts, Unified Managed Accounts, SMA, Strategic Financial..., Retirement Planning, Relationship Management, Asset Management, Asset Allocation, Investment Strategies, Financial Analysis, Commercial Banking, Finance, Financial Risk, Consumer Lending, Insurance, Financial Services
Education
University of Massachusetts Boston 1996 — 1998
B.S, Finance
Benjamin Appel Benjamin Appel's Morgan Stanley Smith Barney Experience September 2007 - May 2009
Job Director at HFF
Industry Real Estate
Experience
HFF May 2015 - Present
Marcus & Millichap June 2009 - May 2015
1516 Locust LP 2012 - November 2014
Morgan Stanley Smith Barney September 2007 - May 2009
Highland Development Group 2005 - 2006
Skills
Brokerage, Real Estate, Disposition, Real Estate Development, Real Estate Transactions, Investment Properties, Real Estate Private..., Commercial Real Estate, Private Equity, Real Estate Economics, Due Diligence, Investors, Property Management, Property, Real Estate Financing, Location Intelligence, Corporate Real Estate
Education
University of Maryland College Park 2006 — 2009
BS, Economics & Business Management
HFF May 2015 - Present
Marcus & Millichap June 2009 - May 2015
1516 Locust LP 2012 - November 2014
Morgan Stanley Smith Barney September 2007 - May 2009
Highland Development Group 2005 - 2006
Skills
Brokerage, Real Estate, Disposition, Real Estate Development, Real Estate Transactions, Investment Properties, Real Estate Private..., Commercial Real Estate, Private Equity, Real Estate Economics, Due Diligence, Investors, Property Management, Property, Real Estate Financing, Location Intelligence, Corporate Real Estate
Education
University of Maryland College Park 2006 — 2009
BS, Economics & Business Management
Rebecca Zung-Clough's Morgan Stanley Smith Barney Experience 2010 - 2011
Job Managing Attorney; Shareholder, Law Office of Zung Clough, PLLC
Industry Law Practice
Experience
Zung Clough PLLC 2011 - Present
Morgan Stanley Smith Barney 2010 - 2011
Northern Trust 2007 - 2010
Schuttler & Greenberg, LLC 2005 - 2007
Asbell & Ho, P.A, 1999 - 2004
Skills
Estate Planning, Trusts, Estate Tax Planning, Wills, Wealth Management, High Net Worth..., Securities, Mediation, Estate Law, Investments, Financial Services, Litigation, Corporate Law, Litigation Support, Legal Research, Trials, Family Law, Civil Litigation, Commercial Litigation, Legal Assistance, Mergers & Acquisitions, Property Law, Prenuptial Agreements, Paternity, Legal Advice, Estate Administration, Dispute, Legal Writing, Courts
Education
University of Miami School of Law 1997 — 2000
J.D., cum laude, Law
Millersville University of Pennsylvania 1988 — 1992
B.S., cum laude, Education
Zung Clough PLLC 2011 - Present
Morgan Stanley Smith Barney 2010 - 2011
Northern Trust 2007 - 2010
Schuttler & Greenberg, LLC 2005 - 2007
Asbell & Ho, P.A, 1999 - 2004
Skills
Estate Planning, Trusts, Estate Tax Planning, Wills, Wealth Management, High Net Worth..., Securities, Mediation, Estate Law, Investments, Financial Services, Litigation, Corporate Law, Litigation Support, Legal Research, Trials, Family Law, Civil Litigation, Commercial Litigation, Legal Assistance, Mergers & Acquisitions, Property Law, Prenuptial Agreements, Paternity, Legal Advice, Estate Administration, Dispute, Legal Writing, Courts
Education
University of Miami School of Law 1997 — 2000
J.D., cum laude, Law
Millersville University of Pennsylvania 1988 — 1992
B.S., cum laude, Education
Michael Heiser Michael Heiser's Morgan Stanley Smith Barney Experience July 2008 - August 2010
Job Compliance and Risk Manager at RBC Correspondent and Advisor Services
Industry Financial Services
Experience
RBC Capital Markets 2012 - Present
Wells Fargo Advisors August 2010 - January 2012
Morgan Stanley Smith Barney July 2008 - August 2010
Morgan Stanley April 2006 - July 2008
Morgan Stanley July 2004 - April 2006
Morgan Stanley May 2002 - June 2004
Morgan Stanley June 2001 - May 2002
Financial Industry Regulatory Authority March 2000 - March 2001
LPL Financial May 1998 - March 2000
Merrill Lynch June 1997 - March 1998
Skills
Series 7, Series 24, Series 8, Series 65, Series 63, Series 3, FINRA, Mutual Funds, Securities, Financial Risk, Equities, Hedge Funds, AML, Alternative Investments, Financial Services
Education
University of Minnesota-Twin Cities
RBC Capital Markets 2012 - Present
Wells Fargo Advisors August 2010 - January 2012
Morgan Stanley Smith Barney July 2008 - August 2010
Morgan Stanley April 2006 - July 2008
Morgan Stanley July 2004 - April 2006
Morgan Stanley May 2002 - June 2004
Morgan Stanley June 2001 - May 2002
Financial Industry Regulatory Authority March 2000 - March 2001
LPL Financial May 1998 - March 2000
Merrill Lynch June 1997 - March 1998
Skills
Series 7, Series 24, Series 8, Series 65, Series 63, Series 3, FINRA, Mutual Funds, Securities, Financial Risk, Equities, Hedge Funds, AML, Alternative Investments, Financial Services
Education
University of Minnesota-Twin Cities
Pamela Mule` Pamela Mule`'s Morgan Stanley Smith Barney Experience September 2007 - September 2011
Job Senior Compliance Examiner at LPL Financial
Industry Financial Services
Experience
LPL Financial April 2015 - Present
The Macquarie Group September 2011 - January 2015
Morgan Stanley Smith Barney September 2007 - September 2011
Skills
Series 7, Risk Management, Compliance, Regulatory Examinations, Project Management, Financial Regulation, FINRA, Securities Regulation, Securities, Risk Assessment, Data Analysis, Equities, Financial Risk, Regulatory Analysis, Financial Services, Data Presentation, KYC
Education
University of Maryland Baltimore County 2003 — 2007
Bachelors, Economics
LPL Financial April 2015 - Present
The Macquarie Group September 2011 - January 2015
Morgan Stanley Smith Barney September 2007 - September 2011
Skills
Series 7, Risk Management, Compliance, Regulatory Examinations, Project Management, Financial Regulation, FINRA, Securities Regulation, Securities, Risk Assessment, Data Analysis, Equities, Financial Risk, Regulatory Analysis, Financial Services, Data Presentation, KYC
Education
University of Maryland Baltimore County 2003 — 2007
Bachelors, Economics
Carly Bender, CISA, CRISC Carly Bender, CISA, CRISC's Morgan Stanley Smith Barney Experience September 2006 - December 2006
Job Technology Auditor at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase & Co. September 2014 - Present
KPMG July 2011 - September 2014
Warner Bros. Pictures June 2010 - August 2010
Barrister Funding LLC July 2007 - August 2009
Morgan Stanley Smith Barney September 2006 - December 2006
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2011
Bachelor of Science (B.S.), Finance and Information Systems
American University of Rome 2010 — 2010
Study Abroad: Spring 2010, International Business, Italian
Hunter College High School 2001 — 2007
JPMorgan Chase & Co. September 2014 - Present
KPMG July 2011 - September 2014
Warner Bros. Pictures June 2010 - August 2010
Barrister Funding LLC July 2007 - August 2009
Morgan Stanley Smith Barney September 2006 - December 2006
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2011
Bachelor of Science (B.S.), Finance and Information Systems
American University of Rome 2010 — 2010
Study Abroad: Spring 2010, International Business, Italian
Hunter College High School 2001 — 2007
Steven Freiman Steven Freiman's Morgan Stanley Smith Barney Experience May 2009 - January 2010
Job Client Service Associate for Team Freiman at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2015 - Present
PricewaterhouseCoopers LLP October 2011 - May 2015
The Phi Epsilon Chapter of the Zeta Psi Fraternity November 2009 - November 2010
Rose Financial Services June 2010 - August 2010
Morgan Stanley Smith Barney May 2009 - January 2010
The Phi Epsilon Chapter of the Zeta Psi Fratenity November 2008 - November 2009
Citigroup Global Markets Inc May 2008 - August 2008
Aronson & Company June 2007 - January 2008
Skills
Fixed Asset Depreciation, Tax Accounting, Research & Development..., Microsoft Excel, Meals & Entertainment..., Corporate Tax, FATCA, Construction Accounting, Team-oriented, Product Marketing, Scoping Studies, Finance, Retirement Planning, Leadership, CPA, Tax, Auditing, Public Speaking, Accounting, Analysis, Financial Analysis, Microsoft Office, PowerPoint, Research
Education
University of Maryland College Park 2007 — 2011
Bachelor of Science (Honors), Accounting, Finance
Richard Montgomery High School 2003 — 2007
International Baccalaureate Programme Diploma
Morgan Stanley Wealth Management June 2015 - Present
PricewaterhouseCoopers LLP October 2011 - May 2015
The Phi Epsilon Chapter of the Zeta Psi Fraternity November 2009 - November 2010
Rose Financial Services June 2010 - August 2010
Morgan Stanley Smith Barney May 2009 - January 2010
The Phi Epsilon Chapter of the Zeta Psi Fratenity November 2008 - November 2009
Citigroup Global Markets Inc May 2008 - August 2008
Aronson & Company June 2007 - January 2008
Skills
Fixed Asset Depreciation, Tax Accounting, Research & Development..., Microsoft Excel, Meals & Entertainment..., Corporate Tax, FATCA, Construction Accounting, Team-oriented, Product Marketing, Scoping Studies, Finance, Retirement Planning, Leadership, CPA, Tax, Auditing, Public Speaking, Accounting, Analysis, Financial Analysis, Microsoft Office, PowerPoint, Research
Education
University of Maryland College Park 2007 — 2011
Bachelor of Science (Honors), Accounting, Finance
Richard Montgomery High School 2003 — 2007
International Baccalaureate Programme Diploma
Mayank Prasad Mayank Prasad's Morgan Stanley Smith Barney Experience September 2007 - January 2009
Job Client Service & Internal Sales Associate at Bradford & Marzec
Industry Investment Management
Experience
Bradford & Marzec May 2015 - Present
UArtsy October 2014 - January 2015
Peace Corps July 2012 - August 2014
Wilshire Associates March 2010 - July 2012
UBS Wealth Management January 2009 - May 2009
Morgan Stanley Smith Barney September 2007 - January 2009
Merrill Lynch December 2006 - April 2007
Skills
Capital Markets, Asset Allocation, Financial Markets, Financial Modeling, Valuation, Bloomberg, Research, Equities, Fixed Income, Alternative Investments, Hedge Funds, Asset Management, Private Equity, Mergers & Acquisitions, Financial Analysis, Investments, Portfolio Management, Microsoft Office, Finance, Marketing Strategy, Business Development, Non-profit Volunteering, Management, Marketing
Education
University of Michigan-Dearborn 2006 — 2009
Bachelor's Degree, Bachelors of Business Administration with concentration in Finance, 3.54/4.00
Bradford & Marzec May 2015 - Present
UArtsy October 2014 - January 2015
Peace Corps July 2012 - August 2014
Wilshire Associates March 2010 - July 2012
UBS Wealth Management January 2009 - May 2009
Morgan Stanley Smith Barney September 2007 - January 2009
Merrill Lynch December 2006 - April 2007
Skills
Capital Markets, Asset Allocation, Financial Markets, Financial Modeling, Valuation, Bloomberg, Research, Equities, Fixed Income, Alternative Investments, Hedge Funds, Asset Management, Private Equity, Mergers & Acquisitions, Financial Analysis, Investments, Portfolio Management, Microsoft Office, Finance, Marketing Strategy, Business Development, Non-profit Volunteering, Management, Marketing
Education
University of Michigan-Dearborn 2006 — 2009
Bachelor's Degree, Bachelors of Business Administration with concentration in Finance, 3.54/4.00
John F. Sullivan John F. Sullivan's Morgan Stanley Smith Barney Experience July 2009 - January 2012
Job SVP Relationship Management at Dynasty Financial Partners
Industry Financial Services
Experience
Dynasty Financial Partners July 2012 - Present
Morgan Stanley Smith Barney July 2009 - January 2012
Smith Barney May 2007 - June 2009
Smith Barney April 2004 - May 2007
Smith Barney April 1999 - April 2004
The Citibank Private Bank January 1996 - March 1999
Citigroup Global Equipment Finance January 1993 - December 1995
Citigroup Global Equipment Finance September 1989 - December 1992
Skills
Comprehensive Wealth..., Coaching and..., Collaborative Problem..., Team Player, Retirement Planning, Consultative sales, Banking, High Net Worth..., Wealth Transfer, Business Development, Recruiting, Wealth, Wealth Management..., Finance, Investment Advisory, Mutual Funds, Series 24, Relationship Management, Alternative Investments, Wealth Management, Series 63, Investments, Series 7, FINRA, Financial Services
Education
University of Maryland College Park 1985 — 1989
BA, Political Science, Economics
Dynasty Financial Partners July 2012 - Present
Morgan Stanley Smith Barney July 2009 - January 2012
Smith Barney May 2007 - June 2009
Smith Barney April 2004 - May 2007
Smith Barney April 1999 - April 2004
The Citibank Private Bank January 1996 - March 1999
Citigroup Global Equipment Finance January 1993 - December 1995
Citigroup Global Equipment Finance September 1989 - December 1992
Skills
Comprehensive Wealth..., Coaching and..., Collaborative Problem..., Team Player, Retirement Planning, Consultative sales, Banking, High Net Worth..., Wealth Transfer, Business Development, Recruiting, Wealth, Wealth Management..., Finance, Investment Advisory, Mutual Funds, Series 24, Relationship Management, Alternative Investments, Wealth Management, Series 63, Investments, Series 7, FINRA, Financial Services
Education
University of Maryland College Park 1985 — 1989
BA, Political Science, Economics
Jason Rosenblatt's Morgan Stanley Smith Barney Experience May 2008 - August 2008
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2010 - Present
University of Michigan September 2009 - May 2010
Goldman Sachs June 2009 - August 2009
Morgan Stanley Smith Barney May 2008 - August 2008
Skills
Financial Analysis, Economics, Data Analysis, Microsoft Excel, Statistics, Business Strategy, Strategy, Finance, Project Management
Education
University of Michigan 2006 — 2010
Bachelor of Arts (B.A.), Economics and Organizational Studies
Goldman Sachs June 2010 - Present
University of Michigan September 2009 - May 2010
Goldman Sachs June 2009 - August 2009
Morgan Stanley Smith Barney May 2008 - August 2008
Skills
Financial Analysis, Economics, Data Analysis, Microsoft Excel, Statistics, Business Strategy, Strategy, Finance, Project Management
Education
University of Michigan 2006 — 2010
Bachelor of Arts (B.A.), Economics and Organizational Studies
Brad Croall CRPC® Brad Croall CRPC®'s Morgan Stanley Smith Barney Experience December 2009 - February 2011
Job John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Financial Services June 2015 - Present
John Hancock Retirement Plan Services December 2012 - Present
Quincy City Council January 2012 - Present
Morgan Stanley Smith Barney December 2009 - February 2011
Sovereign Bank Investment Services 2011 - 2011
John Hancock June 2007 - December 2009
Skills
Mutual Funds, Retirement, Investments, Series 7, Series 63, Asset Allocation, Fixed Annuities, Asset Managment, Securities, Wealth Management, 401k, Retirement Planning, Alternative Investments
Education
University of Massachusetts Dartmouth 1999 — 2002
Bachelor, Business
John Hancock Financial Services June 2015 - Present
John Hancock Retirement Plan Services December 2012 - Present
Quincy City Council January 2012 - Present
Morgan Stanley Smith Barney December 2009 - February 2011
Sovereign Bank Investment Services 2011 - 2011
John Hancock June 2007 - December 2009
Skills
Mutual Funds, Retirement, Investments, Series 7, Series 63, Asset Allocation, Fixed Annuities, Asset Managment, Securities, Wealth Management, 401k, Retirement Planning, Alternative Investments
Education
University of Massachusetts Dartmouth 1999 — 2002
Bachelor, Business
Katie Hallberg Katie Hallberg's Morgan Stanley Smith Barney Experience June 2010 - September 2010
Job Senior Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte August 2015 - Present
Deloitte December 2013 - August 2015
Deloitte July 2012 - December 2013
Deloitte May 2011 - July 2012
Carillon Capital Partners, LLC February 2011 - May 2011
Morgan Stanley Smith Barney June 2010 - September 2010
University of Maryland Sports Marketing January 2008 - December 2009
Education
University of Maryland College Park 2007 — 2011
Bachelor of Science, Finance and Marketing
Deloitte August 2015 - Present
Deloitte December 2013 - August 2015
Deloitte July 2012 - December 2013
Deloitte May 2011 - July 2012
Carillon Capital Partners, LLC February 2011 - May 2011
Morgan Stanley Smith Barney June 2010 - September 2010
University of Maryland Sports Marketing January 2008 - December 2009
Education
University of Maryland College Park 2007 — 2011
Bachelor of Science, Finance and Marketing
Jennifer Klockenbrink Jennifer Klockenbrink's Morgan Stanley Smith Barney Experience May 2012 - December 2012
Job Business Technology Analyst at Deloitte
Industry Management Consulting
Experience
Deloitte August 2014 - Present
2U August 2013 - May 2014
Hartford Lab LLC June 2013 - August 2013
Morgan Stanley Smith Barney May 2012 - December 2012
Skills
Leadership, Microsoft Office, Social Media, Event Planning, Marketing Communications, Analysis, Research, User Experience, Visual Design, Analytics, Design, CSS, HTML, Teamwork, Data Analysis, Web Design, Illustrator, Microsoft Excel, Photoshop, PowerPoint, Social Networking, Customer Service, Editing, Communication
Education
University of Maryland College Park 2010 — 2014
Information Systems, Business
Princeton High School 2006 — 2010
Deloitte August 2014 - Present
2U August 2013 - May 2014
Hartford Lab LLC June 2013 - August 2013
Morgan Stanley Smith Barney May 2012 - December 2012
Skills
Leadership, Microsoft Office, Social Media, Event Planning, Marketing Communications, Analysis, Research, User Experience, Visual Design, Analytics, Design, CSS, HTML, Teamwork, Data Analysis, Web Design, Illustrator, Microsoft Excel, Photoshop, PowerPoint, Social Networking, Customer Service, Editing, Communication
Education
University of Maryland College Park 2010 — 2014
Information Systems, Business
Princeton High School 2006 — 2010
Justin Dill, CPA's Morgan Stanley Smith Barney Experience June 2010 - June 2010
Job Tax Senior (InCharge) at Plante Moran
Industry Accounting
Experience
Plante Moran November 2011 - Present
Morgan Stanley Smith Barney June 2010 - June 2010
Optimum Investment Advisors June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, ProSystem fx Tax, Caseware, CCH Intelliconnect, Individual Taxation, Partnership Taxation, Corporate Taxation, Tax Accounting, Tax, CPA, Corporate Tax, Accounting, Financial Accounting, Tax Preparation
Education
University of Miami 2011 — 2011
Master's; Master of Science, Accounting Program; Taxation
University of Miami 2007 — 2011
Bachelor's of Business Administration, Accounting
University of Sydney 2010 — 2010
Plante Moran November 2011 - Present
Morgan Stanley Smith Barney June 2010 - June 2010
Optimum Investment Advisors June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, ProSystem fx Tax, Caseware, CCH Intelliconnect, Individual Taxation, Partnership Taxation, Corporate Taxation, Tax Accounting, Tax, CPA, Corporate Tax, Accounting, Financial Accounting, Tax Preparation
Education
University of Miami 2011 — 2011
Master's; Master of Science, Accounting Program; Taxation
University of Miami 2007 — 2011
Bachelor's of Business Administration, Accounting
University of Sydney 2010 — 2010
Alex De Simone's Morgan Stanley Smith Barney Experience September 2008 - May 2009
Job Business Development for Gary Vaynerchuk
Industry Marketing and Advertising
Experience
Gary Vaynerchuk October 2014 - Present
clewed. March 2014 - Present
VaynerMedia June 2014 - September 2014
Lean Startup Machine February 2013 - January 2014
Yext February 2013 - November 2013
Mad River Bar & Grille November 2010 - September 2012
BallyhooSports.com September 2010 - November 2010
BallyhooSocial May 2010 - November 2010
Deutsche Bank October 2009 - December 2009
Morgan Stanley Smith Barney September 2008 - May 2009
Skills
Social Media Marketing, Marketing Communications, Marketing Research, Social Networking, Event Management, Sales Management, Entrepreneurship, Marketing, Strategy, Start-ups, SPSS, Operations Management, Business Analytics, Staff Management, Economics, Facebook, Management, Social Media, Microsoft Excel, Training, Digital Marketing, HTML 5, CSS, Staffing Development, Hiring Practices, Technical Writing, Business Communications, Copy Editing, Copywriting, Marketing Copy, Content Management, Content Strategy, Strategic Content..., Podcasting
Education
Zicklin School of Business - Baruch College - MBA 2010 — 2012
Master of Business Administration (MBA), Concentration: Marketing
University of Maryland College Park 2005 — 2009
Bachelor of Arts (B.A.), Economics
Gary Vaynerchuk October 2014 - Present
clewed. March 2014 - Present
VaynerMedia June 2014 - September 2014
Lean Startup Machine February 2013 - January 2014
Yext February 2013 - November 2013
Mad River Bar & Grille November 2010 - September 2012
BallyhooSports.com September 2010 - November 2010
BallyhooSocial May 2010 - November 2010
Deutsche Bank October 2009 - December 2009
Morgan Stanley Smith Barney September 2008 - May 2009
Skills
Social Media Marketing, Marketing Communications, Marketing Research, Social Networking, Event Management, Sales Management, Entrepreneurship, Marketing, Strategy, Start-ups, SPSS, Operations Management, Business Analytics, Staff Management, Economics, Facebook, Management, Social Media, Microsoft Excel, Training, Digital Marketing, HTML 5, CSS, Staffing Development, Hiring Practices, Technical Writing, Business Communications, Copy Editing, Copywriting, Marketing Copy, Content Management, Content Strategy, Strategic Content..., Podcasting
Education
Zicklin School of Business - Baruch College - MBA 2010 — 2012
Master of Business Administration (MBA), Concentration: Marketing
University of Maryland College Park 2005 — 2009
Bachelor of Arts (B.A.), Economics
Neil Goolcharan Neil Goolcharan's Morgan Stanley Smith Barney Experience 2009 - July 2012
Job Principal at Skylight Homes
Industry Real Estate
Experience
Skylight Homes May 2012 - Present
Morgan Stanley Smith Barney 2009 - July 2012
On a Roll Sales Inc. 1998 - 2009
Skills
Series 7, Insurance, Retirement Planning, Wealth Management, Financial Planning, Investments, 401k, Investment Strategies, Strategic Financial..., Financial Advisory, Real Estate Investor, Rehabbing, Investment Properties, Real Estate Transactions, Sellers, Property, Marketing, Investors, Sales, Real Estate, First Time Home Buyers
Education
University of Massachusetts Boston 2011 — 2014
Brockton High School 1997 — 1999
Diploma
Skylight Homes May 2012 - Present
Morgan Stanley Smith Barney 2009 - July 2012
On a Roll Sales Inc. 1998 - 2009
Skills
Series 7, Insurance, Retirement Planning, Wealth Management, Financial Planning, Investments, 401k, Investment Strategies, Strategic Financial..., Financial Advisory, Real Estate Investor, Rehabbing, Investment Properties, Real Estate Transactions, Sellers, Property, Marketing, Investors, Sales, Real Estate, First Time Home Buyers
Education
University of Massachusetts Boston 2011 — 2014
Brockton High School 1997 — 1999
Diploma
Dean Spagnoli's Morgan Stanley Smith Barney Experience February 1996 - Present
Job Senior Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 1996 - Present
Education
University of Massachusetts, Amherst 1987 — 1991
Bachelor of Arts, Economics
Morgan Stanley Smith Barney February 1996 - Present
Education
University of Massachusetts, Amherst 1987 — 1991
Bachelor of Arts, Economics
Diego Suarez's Morgan Stanley Smith Barney Experience February 2009 - May 2009
Job Associate, J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank January 2014 - Present
Morgan Stanley Wealth Management December 2012 - January 2014
UBS July 2010 - May 2012
Park Street Advisors Consulting September 2009 - December 2009
Gibraltar Private Bank & Trust June 2009 - August 2009
Morgan Stanley Smith Barney February 2009 - May 2009
Skills
Business Analysis, Project Management, Valuation, Strategic Analysis, Corporate Strategy, Microsoft Excel, Research, Management Consulting, Financial Analysis
Education
University of Miami
BBA, Finance
J.P. Morgan Private Bank January 2014 - Present
Morgan Stanley Wealth Management December 2012 - January 2014
UBS July 2010 - May 2012
Park Street Advisors Consulting September 2009 - December 2009
Gibraltar Private Bank & Trust June 2009 - August 2009
Morgan Stanley Smith Barney February 2009 - May 2009
Skills
Business Analysis, Project Management, Valuation, Strategic Analysis, Corporate Strategy, Microsoft Excel, Research, Management Consulting, Financial Analysis
Education
University of Miami
BBA, Finance
Marc Spivack Marc Spivack's Morgan Stanley Smith Barney Experience September 2006 - June 2011
Job Finance Manager Pepsi Lipton Partnership (Unilever/Pepsi Joint Venture)
Industry Consumer Goods
Experience
Unilever February 2015 - Present
Unilever July 2013 - February 2015
Unilever May 2012 - August 2012
Morgan Stanley Smith Barney September 2006 - June 2011
Skills
Microsoft PowerPoint, Microsft Word, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Word, Analysis, Data Analysis, Finance, Financial Reporting, Strategic Planning, Financial Modeling, Budgets, Market Research
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
MBA, Corporate Finance
University of Maryland College Park 2002 — 2006
BA, Finance
Unilever February 2015 - Present
Unilever July 2013 - February 2015
Unilever May 2012 - August 2012
Morgan Stanley Smith Barney September 2006 - June 2011
Skills
Microsoft PowerPoint, Microsft Word, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Word, Analysis, Data Analysis, Finance, Financial Reporting, Strategic Planning, Financial Modeling, Budgets, Market Research
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
MBA, Corporate Finance
University of Maryland College Park 2002 — 2006
BA, Finance
Barton Kershner, CFP®, QPFC, QKA Barton Kershner, CFP®, QPFC, QKA's Morgan Stanley Smith Barney Experience April 2006 - October 2010
Job Retirement Plan Account Executive at iBEN
Industry Financial Services
Experience
Arthur J. Gallagher & Co. December 2014 - Present
Independent Benefit Services November 2010 - December 2014
Morgan Stanley Smith Barney April 2006 - October 2010
Skills
Retirement Planning, 401k, Retirement, Investments, Investment Advisory, ERISA
Education
University of Maryland College Park 2000 — 2004
BS, Kinesiology
Arthur J. Gallagher & Co. December 2014 - Present
Independent Benefit Services November 2010 - December 2014
Morgan Stanley Smith Barney April 2006 - October 2010
Skills
Retirement Planning, 401k, Retirement, Investments, Investment Advisory, ERISA
Education
University of Maryland College Park 2000 — 2004
BS, Kinesiology
Stephen O'Brien, CRPC(R) Stephen O'Brien, CRPC(R)'s Morgan Stanley Smith Barney Experience 1982 - 2009
Job Senior Vice President Wealth Management at Lara, May & Associates, LLC
Industry Financial Services
Experience
Lara, May & Associates, LLC 2009 - Present
Morgan Stanley Smith Barney 1982 - 2009
Skills
Retirement Planning, Asset Management, Wealth Management, Financial Planning, Retirement Income..., Estate Planning, Retirement Plans, Philanthropy, Wealth Transfer, Education Funding
Education
University of Michigan 1970 — 1971
M.S.E., Water Resources Engineering
University of Notre Dame 1966 — 1970
B.S., Engineering Science
Lara, May & Associates, LLC 2009 - Present
Morgan Stanley Smith Barney 1982 - 2009
Skills
Retirement Planning, Asset Management, Wealth Management, Financial Planning, Retirement Income..., Estate Planning, Retirement Plans, Philanthropy, Wealth Transfer, Education Funding
Education
University of Michigan 1970 — 1971
M.S.E., Water Resources Engineering
University of Notre Dame 1966 — 1970
B.S., Engineering Science
Jason Mesko Jason Mesko's Morgan Stanley Smith Barney Experience May 2010 - August 2010
Job Team Leader (Dow Chemical Account) at BDP International
Industry Logistics and Supply Chain
Experience
BDP International February 2015 - Present
BDP International March 2013 - January 2015
BDP International March 2012 - February 2013
Thermolite Inc January 2005 - February 2012
Phi Gamma Delta September 2010 - May 2011
Morgan Stanley Smith Barney May 2010 - August 2010
United States Golf Association May 2008 - September 2008
Education
University of Michigan 2006 — 2010
BA, Psychology
BDP International February 2015 - Present
BDP International March 2013 - January 2015
BDP International March 2012 - February 2013
Thermolite Inc January 2005 - February 2012
Phi Gamma Delta September 2010 - May 2011
Morgan Stanley Smith Barney May 2010 - August 2010
United States Golf Association May 2008 - September 2008
Education
University of Michigan 2006 — 2010
BA, Psychology
Nathan Willi's Morgan Stanley Smith Barney Experience May 2011 - April 2012
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments December 2014 - Present
PNC Investments (Unofficial) November 2013 - December 2014
Morgan Stanley Smith Barney May 2011 - April 2012
MyCorporateMedia January 2011 - March 2011
Caterpillar Inc. September 2005 - August 2006
Education
University of Michigan 2006 — 2010
B.A., Economics
Peoria Notre Dame
PNC Investments December 2014 - Present
PNC Investments (Unofficial) November 2013 - December 2014
Morgan Stanley Smith Barney May 2011 - April 2012
MyCorporateMedia January 2011 - March 2011
Caterpillar Inc. September 2005 - August 2006
Education
University of Michigan 2006 — 2010
B.A., Economics
Peoria Notre Dame
Philip V Boucher Philip V Boucher's Morgan Stanley Smith Barney Experience November 1992 - January 2006
Job Investment Advisor at Penniall & Associates
Industry Investment Management
Experience
Penniall & Associates March 2010 - Present
Western International Securities January 2006 - March 2010
Morgan Stanley Smith Barney November 1992 - January 2006
Skills
Securities, Portfolio Management, Finance, Investment Strategies, Investments, FINRA, Wealth Management
Education
Boston University 1979 — 1981
MBA
University of Massachusetts at Lowell 1973 — 1976
BS/BA, Accounting and Finance
Penniall & Associates March 2010 - Present
Western International Securities January 2006 - March 2010
Morgan Stanley Smith Barney November 1992 - January 2006
Skills
Securities, Portfolio Management, Finance, Investment Strategies, Investments, FINRA, Wealth Management
Education
Boston University 1979 — 1981
MBA
University of Massachusetts at Lowell 1973 — 1976
BS/BA, Accounting and Finance
Elizabeth Hendel's Morgan Stanley Smith Barney Experience May 2009 - May 2010
Job Tax Senior Associate at Clark Construction Group, LLC
Industry Accounting
Experience
Clark Construction Group, LLC October 2014 - Present
KPMG US October 2011 - September 2014
Morgan Stanley Smith Barney May 2009 - May 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Budgets, Editing, Accounting, Financial Analysis, Financial Reporting, Financial Accounting
Education
University of Maryland College Park 2007 — 2011
Bacherlor of Science, Accounting
Clark Construction Group, LLC October 2014 - Present
KPMG US October 2011 - September 2014
Morgan Stanley Smith Barney May 2009 - May 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Budgets, Editing, Accounting, Financial Analysis, Financial Reporting, Financial Accounting
Education
University of Maryland College Park 2007 — 2011
Bacherlor of Science, Accounting
Rachel Hirsch Rachel Hirsch's Morgan Stanley Smith Barney Experience January 2006 - February 2006
Job Senior Manager of Finance Morgan Stanley Bank, NA
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Oppenheimer & Co. September 2013 - June 2015
Oppenheimer & Co. June 2007 - August 2013
Morgan Stanley Smith Barney January 2006 - February 2006
Skills
Accounting, Finance, Financial Analysis, Financial Statements, Private Equity, Financial Modeling, Series 7, Equity Research
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Corporate Finance, Accounting, and Entertainment, Media & Technology
University of Maryland College Park 2003 — 2007
BS, Finance
Morgan Stanley June 2015 - Present
Oppenheimer & Co. September 2013 - June 2015
Oppenheimer & Co. June 2007 - August 2013
Morgan Stanley Smith Barney January 2006 - February 2006
Skills
Accounting, Finance, Financial Analysis, Financial Statements, Private Equity, Financial Modeling, Series 7, Equity Research
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Corporate Finance, Accounting, and Entertainment, Media & Technology
University of Maryland College Park 2003 — 2007
BS, Finance
Neal Richardson CAMS Neal Richardson CAMS's Morgan Stanley Smith Barney Experience June 2009 - April 2012
Job Vice President AML Compliance at KCG
Industry Financial Services
Experience
KCG Holdings, Inc. February 2013 - Present
Millennium Partners July 2012 - February 2013
Morgan Stanley Smith Barney June 2009 - April 2012
Citi Smith Barney February 2000 - May 2009
Thomas Cook Group May 1993 - September 1999
Bermuda Police Service September 1984 - May 1993
West Mercia Police May 1978 - September 1984
Skills
AML, USA PATRIOT Act, Bank Secrecy Act, KYC, Fraud, Due Diligence, FINRA, Securities, OFAC, Operational Risk, Anti Money Laundering, Hedge Funds, CAMS, Financial Risk, FCPA, Private Banking, Financial Regulation, Financial Services, Risk Assessment, Enterprise Risk..., Operational Risk..., Financial Institutions, Capital Markets, Mutual Funds, Options, Equities, Securities Regulation, Fixed Income, Surveillance, Compliance, Business Continuity, Mantas, CIP, Risk Management, Alternative Investments, BSA, Investigations, Compliance Audits, Fraud Investigations, Investment Advisory, Sanctions, Policy Writing, Testing, Metrics, Certified Anti-Money..., Economic Sanctions, Background Checks, Gap Analysis, Sanction
Education
University of Maryland College Park 1989 — 1993
BS, Business Management
KCG Holdings, Inc. February 2013 - Present
Millennium Partners July 2012 - February 2013
Morgan Stanley Smith Barney June 2009 - April 2012
Citi Smith Barney February 2000 - May 2009
Thomas Cook Group May 1993 - September 1999
Bermuda Police Service September 1984 - May 1993
West Mercia Police May 1978 - September 1984
Skills
AML, USA PATRIOT Act, Bank Secrecy Act, KYC, Fraud, Due Diligence, FINRA, Securities, OFAC, Operational Risk, Anti Money Laundering, Hedge Funds, CAMS, Financial Risk, FCPA, Private Banking, Financial Regulation, Financial Services, Risk Assessment, Enterprise Risk..., Operational Risk..., Financial Institutions, Capital Markets, Mutual Funds, Options, Equities, Securities Regulation, Fixed Income, Surveillance, Compliance, Business Continuity, Mantas, CIP, Risk Management, Alternative Investments, BSA, Investigations, Compliance Audits, Fraud Investigations, Investment Advisory, Sanctions, Policy Writing, Testing, Metrics, Certified Anti-Money..., Economic Sanctions, Background Checks, Gap Analysis, Sanction
Education
University of Maryland College Park 1989 — 1993
BS, Business Management
Andryk Guerrero's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
University of Miami School of Business 2009 - Present
Bank of America Merrill Lynch 2012 - 2012
Morgan Stanley Smith Barney June 2011 - August 2011
BofA Merrill Lynch February 2011 - May 2011
Education
University of Miami 2009 — 2013
Bachelor of Business Administration, Program; Finance and Accounting
Merrill Lynch July 2013 - Present
University of Miami School of Business 2009 - Present
Bank of America Merrill Lynch 2012 - 2012
Morgan Stanley Smith Barney June 2011 - August 2011
BofA Merrill Lynch February 2011 - May 2011
Education
University of Miami 2009 — 2013
Bachelor of Business Administration, Program; Finance and Accounting
Jeffrey Susskind's Morgan Stanley Smith Barney Experience June 2010 - December 2011
Job IBM Federal Software Client Leader IRS
Industry Information Technology and Services
Experience
IBM September 2013 - Present
IBM April 2013 - September 2013
IBM July 2012 - April 2013
ePlus December 2011 - March 2012
Morgan Stanley Smith Barney June 2010 - December 2011
Koa Sports June 2006 - September 2011
Robert W. Baird & Co. June 2011 - July 2011
GTSI June 2008 - August 2008
Skills
Finance, Microsoft Excel, Sales, Social Media, Microsoft Word, Manage Client..., Customer Satisfaction, Customer Service, Sales Management, IT Strategy, Contract Management, Negotiation, Enterprise Software, Sales Process
Education
Robert H. Smith School of Business 2008 — 2012
Bachelor of Science, Finance
University of Maryland College Park 2008 — 2012
Bachelor of Science, Finance
IBM September 2013 - Present
IBM April 2013 - September 2013
IBM July 2012 - April 2013
ePlus December 2011 - March 2012
Morgan Stanley Smith Barney June 2010 - December 2011
Koa Sports June 2006 - September 2011
Robert W. Baird & Co. June 2011 - July 2011
GTSI June 2008 - August 2008
Skills
Finance, Microsoft Excel, Sales, Social Media, Microsoft Word, Manage Client..., Customer Satisfaction, Customer Service, Sales Management, IT Strategy, Contract Management, Negotiation, Enterprise Software, Sales Process
Education
Robert H. Smith School of Business 2008 — 2012
Bachelor of Science, Finance
University of Maryland College Park 2008 — 2012
Bachelor of Science, Finance
Cary Wieting, CPM® Cary Wieting, CPM®'s Morgan Stanley Smith Barney Experience February 1983 - October 2010
Job Senior Vice President Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2010 - Present
Morgan Stanley Smith Barney February 1983 - October 2010
Skills
Portfolio Management, Leadership
Education
Academy of Certified Portfolio Managers 2008 — 2009
Certified Portfolio Manager (CPM®)
University of Michigan 1975 — 1978
Bachelor of Science (B.S.), Pyschology
University of Vermont 1974 — 1975
Merrill Lynch October 2010 - Present
Morgan Stanley Smith Barney February 1983 - October 2010
Skills
Portfolio Management, Leadership
Education
Academy of Certified Portfolio Managers 2008 — 2009
Certified Portfolio Manager (CPM®)
University of Michigan 1975 — 1978
Bachelor of Science (B.S.), Pyschology
University of Vermont 1974 — 1975
Patrick Nealon's Morgan Stanley Smith Barney Experience May 2010 - August 2010
Job Global Corporate Strategy at Visa
Industry Financial Services
Experience
Visa April 2015 - Present
PwC Advisory August 2012 - April 2015
Royal Caribbean International May 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - August 2010
Skills
Analysis, IT Strategy, Project Management, Social Media, Mergers & Acquisitions, Organizational Design, Financial Reporting, Spanish, Economics, Business Process, Private Equity, Business Planning, Entrepreneurship, Marketing, Financial Analysis, Strategic Planning, Governance, Analytics, Management Consulting, Microsoft Excel
Education
University of Miami 2008 — 2012
Bachelors of Business Administration, Finance, Marketing, GPA: 3.92
University of Virginia 2011 — 2011
Campolindo High School 2004 — 2008
Visa April 2015 - Present
PwC Advisory August 2012 - April 2015
Royal Caribbean International May 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - August 2010
Skills
Analysis, IT Strategy, Project Management, Social Media, Mergers & Acquisitions, Organizational Design, Financial Reporting, Spanish, Economics, Business Process, Private Equity, Business Planning, Entrepreneurship, Marketing, Financial Analysis, Strategic Planning, Governance, Analytics, Management Consulting, Microsoft Excel
Education
University of Miami 2008 — 2012
Bachelors of Business Administration, Finance, Marketing, GPA: 3.92
University of Virginia 2011 — 2011
Campolindo High School 2004 — 2008
Alicia Jones's Morgan Stanley Smith Barney Experience October 2010 - May 2012
Job Regional Bank Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2015 - Present
Wells Fargo August 2012 - Present
Morgan Stanley Smith Barney October 2010 - May 2012
ING June 2004 - July 2010
The Hartford January 2003 - May 2004
Guardian Life June 1999 - December 2002
RSM McGladrey August 1998 - April 1999
Skills
Small Business Lending, Loans, Qualified Retirement..., Retirement Benefits, Retail Banking, Retirement Savings, IRAs, 403 b, Employee Benefits, Defined Benefit, Finance, Financial Analysis, Financial Planning, Financial Services, Investments, Mutual Funds, Profit Sharing, Retirement, Retirement Plan..., Risk Management, Spanish, Series 63, Strategic Financial...
Education
University of Maryland Baltimore County 1993 — 1997
BA, Economics w/Finance concentration
Suitland High School
Diploma
Wells Fargo April 2015 - Present
Wells Fargo August 2012 - Present
Morgan Stanley Smith Barney October 2010 - May 2012
ING June 2004 - July 2010
The Hartford January 2003 - May 2004
Guardian Life June 1999 - December 2002
RSM McGladrey August 1998 - April 1999
Skills
Small Business Lending, Loans, Qualified Retirement..., Retirement Benefits, Retail Banking, Retirement Savings, IRAs, 403 b, Employee Benefits, Defined Benefit, Finance, Financial Analysis, Financial Planning, Financial Services, Investments, Mutual Funds, Profit Sharing, Retirement, Retirement Plan..., Risk Management, Spanish, Series 63, Strategic Financial...
Education
University of Maryland Baltimore County 1993 — 1997
BA, Economics w/Finance concentration
Suitland High School
Diploma
Adrienne Frank Adrienne Frank's Morgan Stanley Smith Barney Experience April 1999 - September 2010
Job CFP at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services October 2010 - Present
Morgan Stanley Smith Barney April 1999 - September 2010
Education
University of Michigan
B.A., Liberal Arts
UBS Financial Services October 2010 - Present
Morgan Stanley Smith Barney April 1999 - September 2010
Education
University of Michigan
B.A., Liberal Arts
Jeff Rock, CFA Jeff Rock, CFA's Morgan Stanley Smith Barney Experience March 2010 - June 2011
Job Wealth Advisor at USAA
Industry Investment Management
Experience
USAA May 2014 - Present
Bank of America and Merrill Edge November 2011 - April 2014
Morgan Stanley Smith Barney March 2010 - June 2011
Fluor February 2009 - January 2010
Fiduciary Financial Services January 2008 - December 2008
EDS March 1996 - November 2007
Maxus Energy 1985 - 1996
Skills
Asset Management, Portfolio Management, Investments, Series 7, Equities, Asset Managment, Asset Allocation, Mutual Funds, Investment Management, Retirement Planning, Fixed Income
Education
University of Michigan-Dearborn
BBA, Accounting, Finance
USAA May 2014 - Present
Bank of America and Merrill Edge November 2011 - April 2014
Morgan Stanley Smith Barney March 2010 - June 2011
Fluor February 2009 - January 2010
Fiduciary Financial Services January 2008 - December 2008
EDS March 1996 - November 2007
Maxus Energy 1985 - 1996
Skills
Asset Management, Portfolio Management, Investments, Series 7, Equities, Asset Managment, Asset Allocation, Mutual Funds, Investment Management, Retirement Planning, Fixed Income
Education
University of Michigan-Dearborn
BBA, Accounting, Finance
Sean Creel Sean Creel's Morgan Stanley Smith Barney Experience May 2007 - August 2007
Job Craft Sales Rep for Chesapeake Beverage
Industry Food & Beverages
Experience
Chesapeake Beverage February 2015 - Present
Friendship Wine & Liquor June 2014 - February 2015
BrewKeep, LLC May 2012 - December 2014
Constellation September 2010 - May 2014
T. Rowe Price July 2008 - September 2010
Starbucks Coffee Company September 2002 - May 2008
Morgan Stanley Smith Barney May 2007 - August 2007
Skills
Strategic Planning, Digital Marketing, Risk Management, Financial Analysis, Financial Reporting, Cash Management, Accounting, Investments, Equities, Mutual Funds, Financial Services, Data Analysis, Microsoft Excel, PowerPoint, Entrepreneurship, Problem Solving, Organization Of Events, Close Attention to..., Visual Basic, Organization, Communication, Social Media Marketing, Social Media, Microsoft Word, Social Networking, Financial Modeling, Time Management
Education
University of Maryland College Park 2004 — 2008
Bachelor of Science
Chesapeake Beverage February 2015 - Present
Friendship Wine & Liquor June 2014 - February 2015
BrewKeep, LLC May 2012 - December 2014
Constellation September 2010 - May 2014
T. Rowe Price July 2008 - September 2010
Starbucks Coffee Company September 2002 - May 2008
Morgan Stanley Smith Barney May 2007 - August 2007
Skills
Strategic Planning, Digital Marketing, Risk Management, Financial Analysis, Financial Reporting, Cash Management, Accounting, Investments, Equities, Mutual Funds, Financial Services, Data Analysis, Microsoft Excel, PowerPoint, Entrepreneurship, Problem Solving, Organization Of Events, Close Attention to..., Visual Basic, Organization, Communication, Social Media Marketing, Social Media, Microsoft Word, Social Networking, Financial Modeling, Time Management
Education
University of Maryland College Park 2004 — 2008
Bachelor of Science
Bill Creamer Bill Creamer's Morgan Stanley Smith Barney Experience 2006 - 2010
Job Financial Advisor at Landmark Private Financial Services
Industry Financial Services
Experience
Landmark Private Financial Services 2010 - Present
Morgan Stanley Smith Barney 2006 - 2010
Piper Jaffray 1999 - 2006
U.S. Bank 1996 - 1999
Education
University of St. Thomas
B.A. Finance
University of Minnesota-Twin Cities
Accounting and Finance
Cretin High School, St. Paul
Landmark Private Financial Services 2010 - Present
Morgan Stanley Smith Barney 2006 - 2010
Piper Jaffray 1999 - 2006
U.S. Bank 1996 - 1999
Education
University of St. Thomas
B.A. Finance
University of Minnesota-Twin Cities
Accounting and Finance
Cretin High School, St. Paul
W. Kyle Tangney W. Kyle Tangney's Morgan Stanley Smith Barney Experience 2008 - 2009
Job Senior Director at The Greysteel Company
Industry Commercial Real Estate
Experience
The Greysteel Company December 2014 - Present
The Greysteel Company January 2012 - Present
Marcus & Millichap 2009 - 2012
Morgan Stanley Smith Barney 2008 - 2009
Skills
Asset Managment, Real Estate Economics, Disposition, Real Estate, Leases, Asset Management, Real Estate Development, Brokerage, Real Estate Transactions, Commercial Real Estate, Apartments, Investments, Real Estate Financing, Dispositions, Investment Properties
Education
University of Maryland College Park 2005 — 2008
BS, Economics
The Greysteel Company December 2014 - Present
The Greysteel Company January 2012 - Present
Marcus & Millichap 2009 - 2012
Morgan Stanley Smith Barney 2008 - 2009
Skills
Asset Managment, Real Estate Economics, Disposition, Real Estate, Leases, Asset Management, Real Estate Development, Brokerage, Real Estate Transactions, Commercial Real Estate, Apartments, Investments, Real Estate Financing, Dispositions, Investment Properties
Education
University of Maryland College Park 2005 — 2008
BS, Economics
Brandent Englemon Brandent Englemon's Morgan Stanley Smith Barney Experience January 2010 - February 2011
Job Retail Management and Financial Service Experience
Industry Financial Services
Experience
RR Donnelley September 2013 - Present
Walmart March 2011 - August 2012
Morgan Stanley Smith Barney January 2010 - February 2011
Skills
Sales, Microsoft Excel, Public Speaking, Forecasting, Leadership, Inventory Management, PowerPoint, Sales Management, Marketing, Microsoft Office, Microsoft Word, Customer Service
Education
University of Michigan 2003 — 2007
LS&A, Business, Education
RR Donnelley September 2013 - Present
Walmart March 2011 - August 2012
Morgan Stanley Smith Barney January 2010 - February 2011
Skills
Sales, Microsoft Excel, Public Speaking, Forecasting, Leadership, Inventory Management, PowerPoint, Sales Management, Marketing, Microsoft Office, Microsoft Word, Customer Service
Education
University of Michigan 2003 — 2007
LS&A, Business, Education
Michelle Hartford Michelle Hartford's Morgan Stanley Smith Barney Experience 1982 - 1987
Job Treasurer at JAH Security 1st LLP
Industry Investment Management
Experience
JAH Security 1st LLP 2002 - Present
Michelle Hartford Consulting 1995 - 2012
Morgan Stanley Smith Barney 1982 - 1987
Education
University of Massachusetts Boston
Bachelor of Arts (BA)
JAH Security 1st LLP 2002 - Present
Michelle Hartford Consulting 1995 - 2012
Morgan Stanley Smith Barney 1982 - 1987
Education
University of Massachusetts Boston
Bachelor of Arts (BA)
Jonathon Leib Jonathon Leib's Morgan Stanley Smith Barney Experience 2010 - 2011
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2011 - Present
Morgan Stanley Smith Barney 2010 - 2011
ADELPHIA MORTGAGE, LLC August 2004 - August 2010
HOME EQUITY MORTGAGE CORP May 2002 - August 2004
Education
University of Maryland College Park 1997 — 2001
bachelor of arts, communication
Merrill Lynch 2011 - Present
Morgan Stanley Smith Barney 2010 - 2011
ADELPHIA MORTGAGE, LLC August 2004 - August 2010
HOME EQUITY MORTGAGE CORP May 2002 - August 2004
Education
University of Maryland College Park 1997 — 2001
bachelor of arts, communication
Will B. Lee Will B. Lee's Morgan Stanley Smith Barney Experience October 2010 - Present
Job Financial Services
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 2010 - Present
Satovsky Asset Management February 2010 - April 2010
Ameriprise Financial July 2007 - February 2010
American Express Financial Advisors October 1993 - August 2005
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
MBA, Finance, Strategy
University of Michigan 1988 — 1993
BA, Economics
Morgan Stanley Smith Barney October 2010 - Present
Satovsky Asset Management February 2010 - April 2010
Ameriprise Financial July 2007 - February 2010
American Express Financial Advisors October 1993 - August 2005
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
MBA, Finance, Strategy
University of Michigan 1988 — 1993
BA, Economics
Diane Knapper Brawley Diane Knapper Brawley's Morgan Stanley Smith Barney Experience November 2006 - Present
Job Senior Registered Associate
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2006 - Present
Morgan Stanley Smith Barney November 2006 - Present
Piper Jaffray May 2001 - November 2006
Skills
Series 7, Series 63, Retirement Planning, Customer Service, Wealth Management, Series 9, Series 10, Corporate Stock Option..., Securities, Uniform Combined State...
Education
University of Minnesota Crookston
Morgan Stanley Wealth Management November 2006 - Present
Morgan Stanley Smith Barney November 2006 - Present
Piper Jaffray May 2001 - November 2006
Skills
Series 7, Series 63, Retirement Planning, Customer Service, Wealth Management, Series 9, Series 10, Corporate Stock Option..., Securities, Uniform Combined State...
Education
University of Minnesota Crookston
Marcos Esparza Marcos Esparza's Morgan Stanley Smith Barney Experience September 2010 - February 2011
Job Investment Analyst at The University of Michigan
Industry Investment Management
Experience
Tower Hill Trading May 2012 - May 2013
Felt and Polleys Attorneys May 2010 - May 2012
Morgan Stanley Smith Barney September 2010 - February 2011
Skills
Financial Analysis, PowerPoint, Microsoft Word, Microsoft Office, Equities, Economics, Data Analysis, Market Research, Alternative Investments, Salesforce.com, Valuation, Private Equity, Social Networking, Investment Management, Customer Service, Microsoft Excel, Bloomberg Terminal, Capital Markets
Education
University of Michigan 2007 — 2011
Bachelor of Arts, Economics
Tower Hill Trading May 2012 - May 2013
Felt and Polleys Attorneys May 2010 - May 2012
Morgan Stanley Smith Barney September 2010 - February 2011
Skills
Financial Analysis, PowerPoint, Microsoft Word, Microsoft Office, Equities, Economics, Data Analysis, Market Research, Alternative Investments, Salesforce.com, Valuation, Private Equity, Social Networking, Investment Management, Customer Service, Microsoft Excel, Bloomberg Terminal, Capital Markets
Education
University of Michigan 2007 — 2011
Bachelor of Arts, Economics
Belinda Boateng, PMP's Morgan Stanley Smith Barney Experience January 2009 - July 2009
Job Business Analyst at Family Health Network
Industry Information Technology and Services
Experience
Family Health Network 2015 - Present
TISTA Science and Technology Corporation October 2012 - December 2014
TISTA Science and Technology Corporation August 2011 - October 2012
Quadrangle Development Corporation July 2009 - October 2011
Morgan Stanley Smith Barney January 2009 - July 2009
PNC Bank April 2007 - November 2008
Education
Virginia Polytechnic Institute and State University 2014 — 2017
Masters in Information Technology, Information Technology
University of Maryland College Park 2005 — 2010
Bachlor of Science, Finance & Operations Management
Oldfields School 2002 — 2005
High School Diploma
Family Health Network 2015 - Present
TISTA Science and Technology Corporation October 2012 - December 2014
TISTA Science and Technology Corporation August 2011 - October 2012
Quadrangle Development Corporation July 2009 - October 2011
Morgan Stanley Smith Barney January 2009 - July 2009
PNC Bank April 2007 - November 2008
Education
Virginia Polytechnic Institute and State University 2014 — 2017
Masters in Information Technology, Information Technology
University of Maryland College Park 2005 — 2010
Bachlor of Science, Finance & Operations Management
Oldfields School 2002 — 2005
High School Diploma
James Fayal's Morgan Stanley Smith Barney Experience May 2010 - September 2010
Job Founder at Zest Tea
Industry Financial Services
Experience
Zest Tea May 2013 - Present
LauncHive January 2013 - May 2014
Venture For America January 2012 - Present
NextFab Studio June 2013 - June 2014
CincyTech Ventures July 2012 - June 2013
First Annapolis Consulting May 2011 - August 2011
Private Equity & Venture Capital Fellows September 2010 - June 2011
Epsilon Gamma Chapter of the Alpha Tau Omega Fraternity September 2010 - May 2011
Morgan Stanley Smith Barney May 2010 - September 2010
Mainbrace Products LLC 2005 - 2007
Skills
Valuation, Excel, Data Modeling, Entrepreneurship, Venture Capital, Microsoft Excel, Start-ups, Finance, Due Diligence, Analysis, Management, Investments, Marketing, Private Equity, Business Development
Education
University of Maryland College Park 2008 — 2012
Bachelor of Science (B.Sc.), Finance
University of Maryland College Park 2008 — 2012
Bachelor of Science, Finance
Zest Tea May 2013 - Present
LauncHive January 2013 - May 2014
Venture For America January 2012 - Present
NextFab Studio June 2013 - June 2014
CincyTech Ventures July 2012 - June 2013
First Annapolis Consulting May 2011 - August 2011
Private Equity & Venture Capital Fellows September 2010 - June 2011
Epsilon Gamma Chapter of the Alpha Tau Omega Fraternity September 2010 - May 2011
Morgan Stanley Smith Barney May 2010 - September 2010
Mainbrace Products LLC 2005 - 2007
Skills
Valuation, Excel, Data Modeling, Entrepreneurship, Venture Capital, Microsoft Excel, Start-ups, Finance, Due Diligence, Analysis, Management, Investments, Marketing, Private Equity, Business Development
Education
University of Maryland College Park 2008 — 2012
Bachelor of Science (B.Sc.), Finance
University of Maryland College Park 2008 — 2012
Bachelor of Science, Finance
Arthur Chow Arthur Chow's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Associate at Frontenac Company
Industry Venture Capital & Private Equity
Experience
Frontenac Company April 2013 - Present
UBS Investment Bank July 2011 - March 2013
UBS Investment Bank June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Investment Banking, Valuation, Financial Modeling, LBO, Corporate Finance, DCF, Financial Analysis, Equity Valuation, Special Situations, Due Diligence, Industry Research, Deal Execution, Sell Side, M&A experience, Mergers & Acquisitions
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
BBA, Finance and Accounting
Homewood-Flossmoor High School 2003 — 2007
Frontenac Company April 2013 - Present
UBS Investment Bank July 2011 - March 2013
UBS Investment Bank June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Investment Banking, Valuation, Financial Modeling, LBO, Corporate Finance, DCF, Financial Analysis, Equity Valuation, Special Situations, Due Diligence, Industry Research, Deal Execution, Sell Side, M&A experience, Mergers & Acquisitions
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
BBA, Finance and Accounting
Homewood-Flossmoor High School 2003 — 2007
Angelo Anello Angelo Anello's Morgan Stanley Smith Barney Experience November 2007 - May 2009
Job Senior Partner at Tailored Wealth Management
Industry Financial Services
Experience
Tailored Wealth Management May 2009 - Present
Morgan Stanley Smith Barney November 2007 - May 2009
Bank of America November 2002 - November 2007
Mellon Investor Services August 2001 - November 2002
Skills
Investments, Series 7, Wealth Management, Securities, Retirement, Finance
Education
College for Financial Planning 2006 — 2006
CRPS, Financial Planning
University of Massachusetts, Amherst 1987 — 1991
BA, Isenberg School of Management
Norwood High School 1985 — 1987
Rhys Thomas Institute of Energy Medicine
Student
Tailored Wealth Management May 2009 - Present
Morgan Stanley Smith Barney November 2007 - May 2009
Bank of America November 2002 - November 2007
Mellon Investor Services August 2001 - November 2002
Skills
Investments, Series 7, Wealth Management, Securities, Retirement, Finance
Education
College for Financial Planning 2006 — 2006
CRPS, Financial Planning
University of Massachusetts, Amherst 1987 — 1991
BA, Isenberg School of Management
Norwood High School 1985 — 1987
Rhys Thomas Institute of Energy Medicine
Student
Rick Chalela Rick Chalela's Morgan Stanley Smith Barney Experience 2005 - 2009
Job Financial Analyst
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2005 - 2009
Wachovia Securities 2000 - 2005
Compuware 1998 - 2000
State of Michigan 1996 - 1998
Education
Wayne State University 2000 — 2004
Master of Business Administration, Finance, Accounting
University of Michigan 1991 — 1995
Bachelor of Arts, Political Science, Psychology
Morgan Stanley Smith Barney 2005 - 2009
Wachovia Securities 2000 - 2005
Compuware 1998 - 2000
State of Michigan 1996 - 1998
Education
Wayne State University 2000 — 2004
Master of Business Administration, Finance, Accounting
University of Michigan 1991 — 1995
Bachelor of Arts, Political Science, Psychology
Robert Cotter Robert Cotter's Morgan Stanley Smith Barney Experience November 1996 - August 2008
Job Senior Vice President Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2008 - Present
Morgan Stanley Smith Barney November 1996 - August 2008
Dean Witter December 1992 - November 1996
PSNH/Northeast Utilities 1987 - 1991
PSNH/Northeast Utilities 1987 - 1991
Education
University of Massachusetts Lowell 1980 — 1987
MS, physics
University of Massachusetts Lowell 1984 — 1985
MS, Radiological Health Physics
University of Massachusetts Lowell 1979 — 1985
University of Massachusetts Lowell 1980 — 1984
BS, Radiological Sciences
Wells Fargo Advisors August 2008 - Present
Morgan Stanley Smith Barney November 1996 - August 2008
Dean Witter December 1992 - November 1996
PSNH/Northeast Utilities 1987 - 1991
PSNH/Northeast Utilities 1987 - 1991
Education
University of Massachusetts Lowell 1980 — 1987
MS, physics
University of Massachusetts Lowell 1984 — 1985
MS, Radiological Health Physics
University of Massachusetts Lowell 1979 — 1985
University of Massachusetts Lowell 1980 — 1984
BS, Radiological Sciences
Len Waldron's Morgan Stanley Smith Barney Experience July 2010 - October 2012
Job President at Ready Man
Industry Entertainment
Experience
Ready Man March 2015 - Present
Waldron Pond July 2009 - Present
Morgan Stanley October 2012 - March 2015
Morgan Stanley Smith Barney July 2010 - October 2012
Morgan Stanley December 2007 - June 2009
Morgan Stanley Global Wealth Management Group 2006 - 2008
Banyan Properties, LLC 2002 - 2005
Wake Forest University 1996 - 2002
United States Army 1995 - 1996
Skills
Fixed Income, Banking, Securities, Capital Markets, Equities, Credit, Strategic Planning, Business Strategy, Business Analysis, Mergers & Acquisitions, Sales, Valuation, Financial Risk, Wealth Management, Finance, Investments, Risk Management, Financial Modeling, Management, Portfolio Management, Loans
Education
Wake Forest University School of Business 1998 — 2001
MBA, Management
Wake Forest University 1992 — 1995
BA, Politics
University of Miami 1991 — 1992
Politics
Ready Man March 2015 - Present
Waldron Pond July 2009 - Present
Morgan Stanley October 2012 - March 2015
Morgan Stanley Smith Barney July 2010 - October 2012
Morgan Stanley December 2007 - June 2009
Morgan Stanley Global Wealth Management Group 2006 - 2008
Banyan Properties, LLC 2002 - 2005
Wake Forest University 1996 - 2002
United States Army 1995 - 1996
Skills
Fixed Income, Banking, Securities, Capital Markets, Equities, Credit, Strategic Planning, Business Strategy, Business Analysis, Mergers & Acquisitions, Sales, Valuation, Financial Risk, Wealth Management, Finance, Investments, Risk Management, Financial Modeling, Management, Portfolio Management, Loans
Education
Wake Forest University School of Business 1998 — 2001
MBA, Management
Wake Forest University 1992 — 1995
BA, Politics
University of Miami 1991 — 1992
Politics
Brian Scherer's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job Associate Counsel at JPMorgan Chase & Co.
Industry Law Practice
Experience
JPMorgan Chase & Co. August 2013 - Present
Office of the Maryland Attorney General, Criminal Division August 2012 - December 2012
New York State Office of the Inspector General June 2012 - July 2012
Maryland House of Delegates January 2012 - April 2012
JPMorgan Chase May 2011 - August 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Potomac Conservancy June 2009 - August 2009
Skills
Legal Research, Legal Writing, Litigation, Westlaw, Criminal Law, Securities Regulation, Policy Analysis, Lexis, Research, Legislation
Education
University of Maryland School of Law 2010 — 2013
J.D., Business Law
University of Maryland College Park 2006 — 2010
Bachelor of Science, Environmental Science and Policy
American University of Roma 2009 — 2009
Winston Churchill High School 2002 — 2006
JPMorgan Chase & Co. August 2013 - Present
Office of the Maryland Attorney General, Criminal Division August 2012 - December 2012
New York State Office of the Inspector General June 2012 - July 2012
Maryland House of Delegates January 2012 - April 2012
JPMorgan Chase May 2011 - August 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Potomac Conservancy June 2009 - August 2009
Skills
Legal Research, Legal Writing, Litigation, Westlaw, Criminal Law, Securities Regulation, Policy Analysis, Lexis, Research, Legislation
Education
University of Maryland School of Law 2010 — 2013
J.D., Business Law
University of Maryland College Park 2006 — 2010
Bachelor of Science, Environmental Science and Policy
American University of Roma 2009 — 2009
Winston Churchill High School 2002 — 2006
Eloy Yndigoyen's Morgan Stanley Smith Barney Experience November 2009 - August 2011
Job Director of Finance and Operations at Goodbites
Industry Financial Services
Experience
Goodbites September 2015 - Present
Envisage Advisors September 2014 - August 2015
JPMorgan Chase June 2014 - August 2014
California Cinema Investments, dba Cinepolis USA January 2012 - June 2014
Morgan Stanley Smith Barney November 2009 - August 2011
BNP Paribas November 2008 - November 2009
Lehman Brothers September 2007 - November 2008
Pinnacle Advisory Group September 2006 - May 2007
Smith Barney June 2006 - August 2006
Skills
Sales, Business Development, Operations, Personal Finance, Cash Flow Forecasting, Customer Relations, Yelp Client Service, Problem Solving, Purchasing Management, Account Management, Financial Analysis, Operating Budgets, Fundraising, Supplier Negotiation, Accounting, Financial Advisory, Microsoft Excel, MS Excel Pivot Tables, V Lookups, QuickBooks, Strategic Planning, Customer Service, Strategic Financial..., Portfolio Management, Leadership, Investments, Financial Markets, Management, Corporate Finance, Asset Allocation, Finance, Financial Modeling, Wealth Management, Financial Services, Purchase Management, Risk Management, Equities, Valuation, Banking, Emerging Markets, Time Management, Investment Banking, Bloomberg, Economics, ERP, Hyperion Planning, Private Equity, Capital Markets
Education
University of Southern California - Marshall School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Maryland - Robert H. Smith School of Business
B.S., International Business
Lynbrook High School
Goodbites September 2015 - Present
Envisage Advisors September 2014 - August 2015
JPMorgan Chase June 2014 - August 2014
California Cinema Investments, dba Cinepolis USA January 2012 - June 2014
Morgan Stanley Smith Barney November 2009 - August 2011
BNP Paribas November 2008 - November 2009
Lehman Brothers September 2007 - November 2008
Pinnacle Advisory Group September 2006 - May 2007
Smith Barney June 2006 - August 2006
Skills
Sales, Business Development, Operations, Personal Finance, Cash Flow Forecasting, Customer Relations, Yelp Client Service, Problem Solving, Purchasing Management, Account Management, Financial Analysis, Operating Budgets, Fundraising, Supplier Negotiation, Accounting, Financial Advisory, Microsoft Excel, MS Excel Pivot Tables, V Lookups, QuickBooks, Strategic Planning, Customer Service, Strategic Financial..., Portfolio Management, Leadership, Investments, Financial Markets, Management, Corporate Finance, Asset Allocation, Finance, Financial Modeling, Wealth Management, Financial Services, Purchase Management, Risk Management, Equities, Valuation, Banking, Emerging Markets, Time Management, Investment Banking, Bloomberg, Economics, ERP, Hyperion Planning, Private Equity, Capital Markets
Education
University of Southern California - Marshall School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Maryland - Robert H. Smith School of Business
B.S., International Business
Lynbrook High School
Jeanette Fiebernitz's Morgan Stanley Smith Barney Experience May 2010 - October 2011
Job Oncology Sales Account ExecutiveMA/NH/RI
Industry Pharmaceuticals
Experience
Diplomat Rx April 2015 - Present
Diplomat Rx November 2014 - Present
Diplomat Rx June 2013 - November 2014
Diplomat Specialty Pharmacy October 2012 - June 2013
Morgan Stanley Smith Barney May 2010 - October 2011
Skills
Customer Service, Oncology, Sales, Marketing, Networking, Cold Calling, Teamwork, CRM, Microsoft Office, Social Networking, Healthcare, Insurance, PowerPoint, Microsoft Excel, Pharmacy, Banking, Managed Care, Pharmaceutical Sales, Product Launch, Hospitals, Leadership, Pharmaceutical Industry
Education
University of Michigan-Flint 2006 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Linden High School 2002 — 2006
Diplomat Rx April 2015 - Present
Diplomat Rx November 2014 - Present
Diplomat Rx June 2013 - November 2014
Diplomat Specialty Pharmacy October 2012 - June 2013
Morgan Stanley Smith Barney May 2010 - October 2011
Skills
Customer Service, Oncology, Sales, Marketing, Networking, Cold Calling, Teamwork, CRM, Microsoft Office, Social Networking, Healthcare, Insurance, PowerPoint, Microsoft Excel, Pharmacy, Banking, Managed Care, Pharmaceutical Sales, Product Launch, Hospitals, Leadership, Pharmaceutical Industry
Education
University of Michigan-Flint 2006 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Linden High School 2002 — 2006
Ivelina Kancheva's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job Senior Financial Analyst at The Brickman Group
Industry Financial Services
Experience
The Brickman Group August 2015 - Present
Tredegar Film Products January 2015 - August 2015
Tredegar Film Products May 2013 - January 2015
Tredegar Film Products August 2011 - April 2013
Southeastern Institute of Research/ Boomer Project June 2011 - August 2011
Management Department, University of Richmond May 2011 - June 2011
Economics Department, University of Richmond January 2009 - May 2011
Technology Learning Center March 2008 - May 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Kildonan UnitingCare July 2009 - November 2009
Education
University of Richmond - Robins School of Business 2007 — 2011
BSBA
University of Melbourne 2009 — 2009
Study abroad semester
The Brickman Group August 2015 - Present
Tredegar Film Products January 2015 - August 2015
Tredegar Film Products May 2013 - January 2015
Tredegar Film Products August 2011 - April 2013
Southeastern Institute of Research/ Boomer Project June 2011 - August 2011
Management Department, University of Richmond May 2011 - June 2011
Economics Department, University of Richmond January 2009 - May 2011
Technology Learning Center March 2008 - May 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Kildonan UnitingCare July 2009 - November 2009
Education
University of Richmond - Robins School of Business 2007 — 2011
BSBA
University of Melbourne 2009 — 2009
Study abroad semester
Jessie Thompson's Morgan Stanley Smith Barney Experience May 2007 - June 2009
Job COO at Jean Hill Studios
Industry Public Relations and Communications
Experience
Jean Hill Studios May 2015 - Present
Duck Commander November 2014 - May 2015
William Morris Endeavor October 2010 - December 2014
William Morris Endeavor June 2008 - October 2010
Morgan Stanley Smith Barney May 2007 - June 2009
University of Maryland January 2006 - May 2009
Skills
Entertainment, Social Media, Marketing, Music, Event Planning, Facebook, Social Media Marketing, Social Networking, Event Management, Public Relations, Editing, Marketing Strategy, Public Speaking, Media Relations, Marketing Communications, Entrepreneurship, Research, Market Research, Digital Marketing, Email Marketing, Speakers Bureau, Digital Media, Management, Advertising, Microsoft Excel, Brand Development, Brand Management, Outdoor Industry, Musical Theatre, Music Publishing, Digital Strategy, Licensing, Television Programming, Rural Marketing, New Media, Strategic Planning
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2009
BS, Marketing
Jean Hill Studios May 2015 - Present
Duck Commander November 2014 - May 2015
William Morris Endeavor October 2010 - December 2014
William Morris Endeavor June 2008 - October 2010
Morgan Stanley Smith Barney May 2007 - June 2009
University of Maryland January 2006 - May 2009
Skills
Entertainment, Social Media, Marketing, Music, Event Planning, Facebook, Social Media Marketing, Social Networking, Event Management, Public Relations, Editing, Marketing Strategy, Public Speaking, Media Relations, Marketing Communications, Entrepreneurship, Research, Market Research, Digital Marketing, Email Marketing, Speakers Bureau, Digital Media, Management, Advertising, Microsoft Excel, Brand Development, Brand Management, Outdoor Industry, Musical Theatre, Music Publishing, Digital Strategy, Licensing, Television Programming, Rural Marketing, New Media, Strategic Planning
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2009
BS, Marketing
Deanna Pietro Deanna Pietro's Morgan Stanley Smith Barney Experience June 2012 - Present
Job Wealth Management Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2012 - Present
University of Maryland January 2012 - May 2012
University of Maryland October 2011 - May 2012
Perseus Books Group June 2011 - August 2011
Lighthouse on the Hudson June 2009 - August 2011
Ambulatory Surgical Center of New Jersey June 2007 - August 2009
Skills
Microsoft Excel, Administration, Customer Service, Event Management, Management, Microsoft Office, PowerPoint, Recruiting, Sales
Education
University of Maryland College Park 2008 — 2012
Bachelor of Science, Finance
American University of Rome 2011 — 2011
Study Abroad Program
Morgan Stanley Smith Barney June 2012 - Present
University of Maryland January 2012 - May 2012
University of Maryland October 2011 - May 2012
Perseus Books Group June 2011 - August 2011
Lighthouse on the Hudson June 2009 - August 2011
Ambulatory Surgical Center of New Jersey June 2007 - August 2009
Skills
Microsoft Excel, Administration, Customer Service, Event Management, Management, Microsoft Office, PowerPoint, Recruiting, Sales
Education
University of Maryland College Park 2008 — 2012
Bachelor of Science, Finance
American University of Rome 2011 — 2011
Study Abroad Program
Evan LeRoy Evan LeRoy's Morgan Stanley Smith Barney Experience October 2008 - September 2009
Job 401(k) Relationship Manager & CFA Candidate at Bank of Ann Arbor
Industry Investment Management
Experience
Bank of Ann Arbor June 2015 - Present
Old National Bank August 2014 - June 2015
Old National Bank acquired United Bank & Trust in August 2014 February 2012 - August 2014
Fifth Third Bank September 2009 - December 2011
Morgan Stanley Smith Barney October 2008 - September 2009
Ameriprise Financial Services, Inc. January 2006 - September 2008
GEDA Pear LLC June 2005 - June 2008
Skills
Series 7, Series 66, Series 31, Investment Management, Performance Attribution, Financial Planning, Financial Analysis, Financial Modeling, Investments, Investment Strategies, Alternative Investments, Asset Allocation, Fixed Income, Equities, Strategic Financial..., Uniform Combined State..., CRM, Marketing, Finance, Banking, Portfolio Management, Mutual Funds, Strategy, Loans, FINRA, Investment Advisory, Wealth Management
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2013
Master of Business Administration (MBA), Finance, Private Equity & Venture Capital
University of Michigan 2004 — 2008
Bachelor of Arts (BA), Psychology
Bank of Ann Arbor June 2015 - Present
Old National Bank August 2014 - June 2015
Old National Bank acquired United Bank & Trust in August 2014 February 2012 - August 2014
Fifth Third Bank September 2009 - December 2011
Morgan Stanley Smith Barney October 2008 - September 2009
Ameriprise Financial Services, Inc. January 2006 - September 2008
GEDA Pear LLC June 2005 - June 2008
Skills
Series 7, Series 66, Series 31, Investment Management, Performance Attribution, Financial Planning, Financial Analysis, Financial Modeling, Investments, Investment Strategies, Alternative Investments, Asset Allocation, Fixed Income, Equities, Strategic Financial..., Uniform Combined State..., CRM, Marketing, Finance, Banking, Portfolio Management, Mutual Funds, Strategy, Loans, FINRA, Investment Advisory, Wealth Management
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2013
Master of Business Administration (MBA), Finance, Private Equity & Venture Capital
University of Michigan 2004 — 2008
Bachelor of Arts (BA), Psychology
Charles Custeau Charles Custeau's Morgan Stanley Smith Barney Experience December 2010 - December 2010
Job Associate
Industry Investment Management
Experience
Falcon Investment Advisors, LLC August 2015 - Present
Macquarie Capital February 2013 - July 2015
Macquarie Capital June 2012 - July 2012
KPMG November 2011 - February 2012
Morgan Stanley Smith Barney December 2010 - December 2010
Skills
Investment Banking, Financial Modeling, Valuation, Financial Analysis, Management Consulting, Economics, Finance, Bloomberg, Derivatives, Mergers & Acquisitions, LBO, Portfolio Optimization, Business Valuation, Equities, Corporate Finance, Investments, Mergers, Private Equity, Capital Markets, Strategy
Education
Monash University 2012 — 2012
BCom (Hons), Finance Honours, N/A
University of Melbourne 2009 — 2011
Bachelor of Commerce, Finance/Economics; Finance
Melbourne Grammar School 2005 — 2008
Falcon Investment Advisors, LLC August 2015 - Present
Macquarie Capital February 2013 - July 2015
Macquarie Capital June 2012 - July 2012
KPMG November 2011 - February 2012
Morgan Stanley Smith Barney December 2010 - December 2010
Skills
Investment Banking, Financial Modeling, Valuation, Financial Analysis, Management Consulting, Economics, Finance, Bloomberg, Derivatives, Mergers & Acquisitions, LBO, Portfolio Optimization, Business Valuation, Equities, Corporate Finance, Investments, Mergers, Private Equity, Capital Markets, Strategy
Education
Monash University 2012 — 2012
BCom (Hons), Finance Honours, N/A
University of Melbourne 2009 — 2011
Bachelor of Commerce, Finance/Economics; Finance
Melbourne Grammar School 2005 — 2008
Emily Cline Emily Cline's Morgan Stanley Smith Barney Experience April 2007 - September 2007
Job Program Analyst at ASRC Federal
Industry Defense & Space
Experience
ASRC Federal March 2014 - Present
Gaylord Entertainment May 2012 - Present
RedPeg Marketing March 2012 - Present
Bloomingdale's October 2011 - March 2012
Department of Justice October 2009 - October 2011
Maxim Healthcare Services February 2009 - October 2009
Discovery Communications June 2008 - October 2008
Home and Design Magazine January 2008 - June 2008
Morgan Stanley Smith Barney April 2007 - September 2007
Skills
Government, Social Media, Policy Analysis, Event Planning, Public Policy, Microsoft Excel, Community Outreach, Public Relations, Editing, Microsoft Office, PowerPoint, Microsoft Publisher
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2008
Bachelor, Marketing
ASRC Federal March 2014 - Present
Gaylord Entertainment May 2012 - Present
RedPeg Marketing March 2012 - Present
Bloomingdale's October 2011 - March 2012
Department of Justice October 2009 - October 2011
Maxim Healthcare Services February 2009 - October 2009
Discovery Communications June 2008 - October 2008
Home and Design Magazine January 2008 - June 2008
Morgan Stanley Smith Barney April 2007 - September 2007
Skills
Government, Social Media, Policy Analysis, Event Planning, Public Policy, Microsoft Excel, Community Outreach, Public Relations, Editing, Microsoft Office, PowerPoint, Microsoft Publisher
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2008
Bachelor, Marketing
Jennifer Tse's Morgan Stanley Smith Barney Experience May 2009 - December 2009
Job Brand Specialist at Amazon
Industry Retail
Experience
Amazon September 2014 - Present
Capgemini June 2012 - August 2014
Nickelodeon June 2011 - August 2011
TheLookbook.com May 2010 - July 2010
Morgan Stanley Smith Barney May 2009 - December 2009
Skills
Entrepreneurship, Leadership, Mandarin, Spanish, Cantonese, SAP, Finance, Business Intelligence, Management, Accounting, Visio, SQL, Dreamweaver, HTML, Market Research, Sales
Education
University of Southern California 2008 — 2012
Bachelor's degree, Accounting and Business Administration
University of Melbourne 2010 — 2011
Bachelor's Degree, International Business
Amazon September 2014 - Present
Capgemini June 2012 - August 2014
Nickelodeon June 2011 - August 2011
TheLookbook.com May 2010 - July 2010
Morgan Stanley Smith Barney May 2009 - December 2009
Skills
Entrepreneurship, Leadership, Mandarin, Spanish, Cantonese, SAP, Finance, Business Intelligence, Management, Accounting, Visio, SQL, Dreamweaver, HTML, Market Research, Sales
Education
University of Southern California 2008 — 2012
Bachelor's degree, Accounting and Business Administration
University of Melbourne 2010 — 2011
Bachelor's Degree, International Business
Jason Rak Jason Rak's Morgan Stanley Smith Barney Experience May 2011 - July 2011
Job Audit Assistant at Deloitte & Touche
Industry Accounting
Experience
Deloitte & Touche LLP September 2013 - Present
Deloitte & Touche LLP June 2012 - August 2012
Morgan Stanley Smith Barney May 2011 - July 2011
Elliott Management Corporation May 2010 - August 2010
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2013
Master of Accounting
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
Pascack Hills High School 2004 — 2008
Deloitte & Touche LLP September 2013 - Present
Deloitte & Touche LLP June 2012 - August 2012
Morgan Stanley Smith Barney May 2011 - July 2011
Elliott Management Corporation May 2010 - August 2010
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2013
Master of Accounting
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
Pascack Hills High School 2004 — 2008
Joshua Pomerantz Joshua Pomerantz's Morgan Stanley Smith Barney Experience July 2011 - September 2011
Job Commercial Acquisitions
Industry Real Estate
Experience
HPNY May 2014 - Present
JPMorgan Chase Bank NA August 2012 - February 2014
Morgan Stanley Smith Barney July 2011 - September 2011
Mr Youth January 2011 - July 2011
SkyRock Equities LLC May 2009 - May 2010
Empire Sobro Realty June 2007 - April 2009
Skills
Real Estate, Market Research, Marketing, Social Networking, Investments, Financial Analysis, Investors, Sales, Microsoft Excel, Finance, Entrepreneurship, Property, Management, Financial Modeling, Microsoft Office, Microsoft Word, Commercial Real Estate
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2012
"BS", Management, focus in Entrepreneurship
HPNY May 2014 - Present
JPMorgan Chase Bank NA August 2012 - February 2014
Morgan Stanley Smith Barney July 2011 - September 2011
Mr Youth January 2011 - July 2011
SkyRock Equities LLC May 2009 - May 2010
Empire Sobro Realty June 2007 - April 2009
Skills
Real Estate, Market Research, Marketing, Social Networking, Investments, Financial Analysis, Investors, Sales, Microsoft Excel, Finance, Entrepreneurship, Property, Management, Financial Modeling, Microsoft Office, Microsoft Word, Commercial Real Estate
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2012
"BS", Management, focus in Entrepreneurship
Inhyo Choi's Morgan Stanley Smith Barney Experience May 2010 - September 2010
Job Financial Analyst Retail FP&A at Tory Burch
Industry Financial Services
Experience
Tory Burch February 2015 - Present
Tory Burch August 2014 - February 2015
Caesars Entertainment Corporation July 2013 - July 2014
Morgan Stanley Smith Barney May 2010 - September 2010
Skills
Microsoft Excel, Data Analysis, SAP BPC, P&L Analysis, MicroStrategy, SAP, Financial Modeling, Financial Analysis, PowerPoint, Microsoft Office, Research, Marketing, Finance, Corporate Finance, Analysis, Microsoft Word
Education
University of Pennsylvania - The Wharton School 2010 — 2013
BS, Economics
University of Michigan 2009 — 2010
Tory Burch February 2015 - Present
Tory Burch August 2014 - February 2015
Caesars Entertainment Corporation July 2013 - July 2014
Morgan Stanley Smith Barney May 2010 - September 2010
Skills
Microsoft Excel, Data Analysis, SAP BPC, P&L Analysis, MicroStrategy, SAP, Financial Modeling, Financial Analysis, PowerPoint, Microsoft Office, Research, Marketing, Finance, Corporate Finance, Analysis, Microsoft Word
Education
University of Pennsylvania - The Wharton School 2010 — 2013
BS, Economics
University of Michigan 2009 — 2010
Bobby Huynh Bobby Huynh's Morgan Stanley Smith Barney Experience 2007 - 2010
Job Financial Advisor at Arete Wealth Management
Industry Financial Services
Experience
Prestige Wealth Management LLC February 2010 - Present
Arete Wealth Management February 2010 - Present
Morgan Stanley Smith Barney 2007 - 2010
Microsoft March 2006 - April 2007
Allstate Insurance November 1996 - March 2006
Allstate 2003 - 2006
Skills
Investments, Wealth Management, Retirement Planning, Insurance, Wealth, Estate Planning, Securities, Portfolio Management, Equities, Trading, Mutual Funds, Risk, Asset Management, Financial Planning, Asset, Hedge Funds, Retirement, Fixed Income, Series 7, Derivatives, Financial Advisory, Risk Management, Options, Investment Advisory, Retirement Income..., Bonds, Financial Markets, Annuities, Portfolios, Asset Allocation, Strategic Financial..., Financial Services, Investment Strategies, Alternative Investments, Finance, Financial Modeling
Education
University of Miami 1992 — 1996
Bachelor of Arts (BA), Business Administration and Management, General
Prestige Wealth Management LLC February 2010 - Present
Arete Wealth Management February 2010 - Present
Morgan Stanley Smith Barney 2007 - 2010
Microsoft March 2006 - April 2007
Allstate Insurance November 1996 - March 2006
Allstate 2003 - 2006
Skills
Investments, Wealth Management, Retirement Planning, Insurance, Wealth, Estate Planning, Securities, Portfolio Management, Equities, Trading, Mutual Funds, Risk, Asset Management, Financial Planning, Asset, Hedge Funds, Retirement, Fixed Income, Series 7, Derivatives, Financial Advisory, Risk Management, Options, Investment Advisory, Retirement Income..., Bonds, Financial Markets, Annuities, Portfolios, Asset Allocation, Strategic Financial..., Financial Services, Investment Strategies, Alternative Investments, Finance, Financial Modeling
Education
University of Miami 1992 — 1996
Bachelor of Arts (BA), Business Administration and Management, General
Alix Gollomp Alix Gollomp's Morgan Stanley Smith Barney Experience June 2012 - August 2012
Job Vice President Finance at Delta Delta Delta
Industry Investment Banking
Experience
Delta Delta Delta December 2014 - Present
LF Stores August 2015 - August 2015
UBS Wealth Management June 2014 - August 2014
Adorama July 2012 - August 2012
Morgan Stanley Smith Barney June 2012 - August 2012
Skills
Mac OS X, Microsoft Office, Computer Hardware, Social Media Marketing, Adobe, Photoshop, iMovie
Education
University of Maryland College Park 2013 — 2017
Economics
Abraham Joshua Heschel High School 2009 — 2013
Delta Delta Delta December 2014 - Present
LF Stores August 2015 - August 2015
UBS Wealth Management June 2014 - August 2014
Adorama July 2012 - August 2012
Morgan Stanley Smith Barney June 2012 - August 2012
Skills
Mac OS X, Microsoft Office, Computer Hardware, Social Media Marketing, Adobe, Photoshop, iMovie
Education
University of Maryland College Park 2013 — 2017
Economics
Abraham Joshua Heschel High School 2009 — 2013
Daniyal Feroz's Morgan Stanley Smith Barney Experience June 2011 - May 2013
Job Performance and Strategy Manager at Exponential
Industry Financial Services
Experience
Exponential October 2014 - Present
Wells Fargo June 2013 - September 2014
Morgan Stanley Smith Barney June 2011 - May 2013
US Lacrosse November 2010 - June 2011
M&T Bank June 2008 - June 2010
University of Maryland Baltimore County March 2006 - July 2006
Corporate Office Properties Trust September 2005 - December 2005
Geo-Centers June 2005 - August 2005
Skills
Matlab, SAS, Python, Pro Engineer, Microsoft Office, Real Time Monitoring, C++, Analysis, Portfolio Management, Financial Analysis, Microsoft Excel, Associate Development, Time Management, Microsoft Word, Investments, Finance, Financial Modeling, Data Analysis, Process Improvement, Analytics, Risk Management, Securities, Online Advertising
Education
Loyola University Maryland; Sellinger School of Business 2012 — 2013
Master of Science (M.S.), Finance
University of Maryland Baltimore County 2009 — 2011
Bachelor of Arts (B.A.), Psychology
University of Maryland Baltimore County 2004 — 2009
Bachelor of Science (B.S.), Financial Economics
Exponential October 2014 - Present
Wells Fargo June 2013 - September 2014
Morgan Stanley Smith Barney June 2011 - May 2013
US Lacrosse November 2010 - June 2011
M&T Bank June 2008 - June 2010
University of Maryland Baltimore County March 2006 - July 2006
Corporate Office Properties Trust September 2005 - December 2005
Geo-Centers June 2005 - August 2005
Skills
Matlab, SAS, Python, Pro Engineer, Microsoft Office, Real Time Monitoring, C++, Analysis, Portfolio Management, Financial Analysis, Microsoft Excel, Associate Development, Time Management, Microsoft Word, Investments, Finance, Financial Modeling, Data Analysis, Process Improvement, Analytics, Risk Management, Securities, Online Advertising
Education
Loyola University Maryland; Sellinger School of Business 2012 — 2013
Master of Science (M.S.), Finance
University of Maryland Baltimore County 2009 — 2011
Bachelor of Arts (B.A.), Psychology
University of Maryland Baltimore County 2004 — 2009
Bachelor of Science (B.S.), Financial Economics
Jesse Leikin Jesse Leikin's Morgan Stanley Smith Barney Experience June 2008 - August 2008
Job Senior Product Manager at Millennial Media
Industry Computer Software
Experience
Millennial Media January 2013 - May 2013
Business and Technology Consulting May 2012 - December 2012
SeaBalt Solutions, LLC November 2009 - April 2012
Apartment Therapy - Tech April 2011 - August 2011
Direct Dimension Inc/ShapeShot LLC July 2010 - August 2011
2108CampusMarketing September 2006 - May 2010
Morgan Stanley Smith Barney June 2008 - August 2008
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2009
BS, Finance, Business, Entrepreneurship
Millennial Media January 2013 - May 2013
Business and Technology Consulting May 2012 - December 2012
SeaBalt Solutions, LLC November 2009 - April 2012
Apartment Therapy - Tech April 2011 - August 2011
Direct Dimension Inc/ShapeShot LLC July 2010 - August 2011
2108CampusMarketing September 2006 - May 2010
Morgan Stanley Smith Barney June 2008 - August 2008
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2009
BS, Finance, Business, Entrepreneurship
Jacqueline Sharp Jacqueline Sharp's Morgan Stanley Smith Barney Experience June 2011 - April 2012
Job Digital Account Supervisor at Marriott International
Industry Marketing and Advertising
Experience
Marriott International October 2014 - Present
Marriott International August 2013 - October 2014
Marriott International October 2012 - August 2013
Constant Contact May 2012 - October 2012
Morgan Stanley Smith Barney June 2011 - April 2012
PowerSteering Software December 2009 - January 2012
PowerSteering Software May 2009 - August 2009
Skills
SEO, Social Media
Education
University of Maryland College Park 2008 — 2012
Bachelor's degree, Economics, Communication
Marriott International October 2014 - Present
Marriott International August 2013 - October 2014
Marriott International October 2012 - August 2013
Constant Contact May 2012 - October 2012
Morgan Stanley Smith Barney June 2011 - April 2012
PowerSteering Software December 2009 - January 2012
PowerSteering Software May 2009 - August 2009
Skills
SEO, Social Media
Education
University of Maryland College Park 2008 — 2012
Bachelor's degree, Economics, Communication
Kristina Gaughan Kristina Gaughan's Morgan Stanley Smith Barney Experience November 2010 - Present
Job Shared Services and Banking Operations Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 2010 - Present
First Horizon Home Loans November 2005 - June 2009
Carrollton Bank May 2003 - November 2005
CVS June 1999 - May 2003
Skills
Organizing, Computer Literate, Accounts Payable, Accounts Receivable, Corporate Finance, Consumer Lending, Construction lending, Special Assets, Fast Learner, Training & Development, Staff Training, Pharmacy Operations, Supervisory Skills, Digital Photography, Portrait Photography, Wedding Photography, Finance, Banking, Financial Analysis, Loans, Mortgage Lending, Microsoft Excel, Data Entry, Invoicing, Administrative..., Mortgage Banking, Microsoft Word, Microsoft Office, Operations Management, Customer Service, Deposits, Cash Management, Mortgage Servicing, Loan Servicing, Payroll, Financial Services, Risk Management, Access, Retail Banking, Portfolio Management, Spreadsheets, Process Improvement, Payments, General Ledger, PowerPoint, Data Analysis, Management
Education
Computer Training.edu 2010 — 2010
Certifications, MCITP
University of Maryland Baltimore County 2010 — 2010
Certificate, MCITP
Grace Christian School 1986 — 1996
HS Diploma
Morgan Stanley Smith Barney November 2010 - Present
First Horizon Home Loans November 2005 - June 2009
Carrollton Bank May 2003 - November 2005
CVS June 1999 - May 2003
Skills
Organizing, Computer Literate, Accounts Payable, Accounts Receivable, Corporate Finance, Consumer Lending, Construction lending, Special Assets, Fast Learner, Training & Development, Staff Training, Pharmacy Operations, Supervisory Skills, Digital Photography, Portrait Photography, Wedding Photography, Finance, Banking, Financial Analysis, Loans, Mortgage Lending, Microsoft Excel, Data Entry, Invoicing, Administrative..., Mortgage Banking, Microsoft Word, Microsoft Office, Operations Management, Customer Service, Deposits, Cash Management, Mortgage Servicing, Loan Servicing, Payroll, Financial Services, Risk Management, Access, Retail Banking, Portfolio Management, Spreadsheets, Process Improvement, Payments, General Ledger, PowerPoint, Data Analysis, Management
Education
Computer Training.edu 2010 — 2010
Certifications, MCITP
University of Maryland Baltimore County 2010 — 2010
Certificate, MCITP
Grace Christian School 1986 — 1996
HS Diploma
Lindsay Friedberg Lindsay Friedberg's Morgan Stanley Smith Barney Experience June 2011 - May 2012
Job Product Assistant at Macy's
Industry Retail
Experience
Macy's October 2014 - Present
Victorias Secret Corporate June 2013 - August 2013
Victorias Secret Corporate June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - May 2012
Skills
Social Media, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Sales
Education
New York University - Leonard N. Stern School of Business 2011 — 2014
Finance
University of Michigan 2010 — 2011
Macy's October 2014 - Present
Victorias Secret Corporate June 2013 - August 2013
Victorias Secret Corporate June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - May 2012
Skills
Social Media, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Sales
Education
New York University - Leonard N. Stern School of Business 2011 — 2014
Finance
University of Michigan 2010 — 2011
Jeff Skipper's Morgan Stanley Smith Barney Experience October 2008 - August 2011
Job Director, West Coast Sales at Yieldbot
Industry Marketing and Advertising
Experience
Yieldbot February 2015 - Present
Searchmetrics, Inc June 2014 - February 2015
Rio SEO August 2012 - March 2014
Business.com December 2011 - August 2012
Morgan Stanley Smith Barney October 2008 - August 2011
Morgan Stanley Smith Barney December 2008 - April 2010
Secured Financial Mortgage Corporation December 2006 - August 2008
Golden Horizon Mortgage September 2005 - December 2006
Skills
Marketing, B2B, Lead Generation, Online Lead Generation, Salesforce.com, Customer Acquisition, Outside Sales, PPC, Affiliate Marketing, Cold Calling, SEM, Direct Marketing, Selling Skills, Analytics, Strategic Partnerships, SaaS, Jokes, Shadow Puppets, SEO, Contextual Advertising, Secret Handshakes, Vertical Marketing, Display Advertising, Sales Prospecting, Client Prospecting, Financial Analysis, Investment Management, Stocks, Bonds, Social Media Marketing, Competitive Analysis
Education
University of Maryland College Park 2004 — 2009
Bachelor of Business Administration (BBA), Marketing
Yieldbot February 2015 - Present
Searchmetrics, Inc June 2014 - February 2015
Rio SEO August 2012 - March 2014
Business.com December 2011 - August 2012
Morgan Stanley Smith Barney October 2008 - August 2011
Morgan Stanley Smith Barney December 2008 - April 2010
Secured Financial Mortgage Corporation December 2006 - August 2008
Golden Horizon Mortgage September 2005 - December 2006
Skills
Marketing, B2B, Lead Generation, Online Lead Generation, Salesforce.com, Customer Acquisition, Outside Sales, PPC, Affiliate Marketing, Cold Calling, SEM, Direct Marketing, Selling Skills, Analytics, Strategic Partnerships, SaaS, Jokes, Shadow Puppets, SEO, Contextual Advertising, Secret Handshakes, Vertical Marketing, Display Advertising, Sales Prospecting, Client Prospecting, Financial Analysis, Investment Management, Stocks, Bonds, Social Media Marketing, Competitive Analysis
Education
University of Maryland College Park 2004 — 2009
Bachelor of Business Administration (BBA), Marketing
Milissa Hutchinson Milissa Hutchinson's Morgan Stanley Smith Barney Experience October 2009 - February 2011
Job Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group September 2015 - Present
JPMorgan Chase July 2013 - September 2015
Morgan Stanley Wealth Management March 2011 - July 2013
Morgan Stanley Smith Barney October 2009 - February 2011
Studley Real Estate May 2006 - August 2006
Skills
Investments, Equities, Mutual Funds, Fixed Income, Management, Economics, Sales, Series 7, Project Planning, Wealth Management
Education
University of Miami 2005 — 2009
Bachelor, Business Administration; Economics
Delaware Investments, a member of the Macquarie Group September 2015 - Present
JPMorgan Chase July 2013 - September 2015
Morgan Stanley Wealth Management March 2011 - July 2013
Morgan Stanley Smith Barney October 2009 - February 2011
Studley Real Estate May 2006 - August 2006
Skills
Investments, Equities, Mutual Funds, Fixed Income, Management, Economics, Sales, Series 7, Project Planning, Wealth Management
Education
University of Miami 2005 — 2009
Bachelor, Business Administration; Economics
Alissa Bourne's Morgan Stanley Smith Barney Experience July 2006 - July 2007
Job Model/Actress
Industry Entertainment
Experience
MSA MODELS July 2014 - Present
Millennium Magazine December 2013 - Present
Freelance July 2011 - Present
Norberg, Davis, Bourne & Painter LLP June 2006 - July 2011
Grant Thornton LLP June 2010 - July 2010
Morgan Stanley Smith Barney July 2006 - July 2007
Skills
Auditing, Payroll, Analysis, Internal Controls, Management, Event Planning, Financial Analysis, QuickBooks, Singing, PowerPoint, Modeling, Outlook, Microsoft Office, Accounting, Microsoft Excel, Microsoft Word, Acting, Sketch Comedy, Performing Arts, Voice Acting, Directing, Access, Business Strategy, Public Speaking, Social Media Marketing, Social Media, Social Networking, Customer Service
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2011
B.S., Accounting, Finance
MSA MODELS July 2014 - Present
Millennium Magazine December 2013 - Present
Freelance July 2011 - Present
Norberg, Davis, Bourne & Painter LLP June 2006 - July 2011
Grant Thornton LLP June 2010 - July 2010
Morgan Stanley Smith Barney July 2006 - July 2007
Skills
Auditing, Payroll, Analysis, Internal Controls, Management, Event Planning, Financial Analysis, QuickBooks, Singing, PowerPoint, Modeling, Outlook, Microsoft Office, Accounting, Microsoft Excel, Microsoft Word, Acting, Sketch Comedy, Performing Arts, Voice Acting, Directing, Access, Business Strategy, Public Speaking, Social Media Marketing, Social Media, Social Networking, Customer Service
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2011
B.S., Accounting, Finance
Brian Astrove's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job Strategy & Analytics Consultant at IBM
Industry Financial Services
Experience
IBM July 2012 - Present
Nexecon Consulting Group August 2010 - December 2010
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Data Analysis, Business Analysis, Business Analytics, Financial Analysis, Strategy, Market Research, Business Intelligence, Business Strategy, Consulting, Microsoft Excel, PowerPoint, Databases, Analytics, Business Process..., Analysis, Competitive Analysis, Valuation, Corporate Finance, Requirements Gathering, Statistics, Finance, Requirements Analysis, VBA, SDLC
Education
University of Michigan 2008 — 2012
B.A, Economics
University of Belgrano 2011 — 2011
Study Abroad in Argentina
IBM July 2012 - Present
Nexecon Consulting Group August 2010 - December 2010
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Data Analysis, Business Analysis, Business Analytics, Financial Analysis, Strategy, Market Research, Business Intelligence, Business Strategy, Consulting, Microsoft Excel, PowerPoint, Databases, Analytics, Business Process..., Analysis, Competitive Analysis, Valuation, Corporate Finance, Requirements Gathering, Statistics, Finance, Requirements Analysis, VBA, SDLC
Education
University of Michigan 2008 — 2012
B.A, Economics
University of Belgrano 2011 — 2011
Study Abroad in Argentina
Brian Helfman's Morgan Stanley Smith Barney Experience May 2009 - June 2009
Job CoFounder, TAABS
Industry Entertainment
Experience
TAABS October 2013 - Present
Inside Sports & Entertainment June 2013 - December 2013
Vail Resorts November 2012 - April 2013
CBS Radio & Digital Media Group August 2011 - October 2012
Excel Sports Management May 2010 - August 2010
Morgan Stanley Smith Barney May 2009 - June 2009
Skills
Digital Media, Social Media Marketing, Social Media, Marketing, Integrated Marketing, Event Planning, Facebook, Social Networking, Advertising, Event Management, Blogging, Online Advertising, Digital Marketing, Press Releases, Sponsorship, Public Relations, Entrepreneurship, Business Development, Project Management, Business Strategy, Mobile Applications, Strategic Planning, Management
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
Bachelor of Business Administration
University of Michigan 2007 — 2011
TAABS October 2013 - Present
Inside Sports & Entertainment June 2013 - December 2013
Vail Resorts November 2012 - April 2013
CBS Radio & Digital Media Group August 2011 - October 2012
Excel Sports Management May 2010 - August 2010
Morgan Stanley Smith Barney May 2009 - June 2009
Skills
Digital Media, Social Media Marketing, Social Media, Marketing, Integrated Marketing, Event Planning, Facebook, Social Networking, Advertising, Event Management, Blogging, Online Advertising, Digital Marketing, Press Releases, Sponsorship, Public Relations, Entrepreneurship, Business Development, Project Management, Business Strategy, Mobile Applications, Strategic Planning, Management
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
Bachelor of Business Administration
University of Michigan 2007 — 2011
Bradley Fishman Bradley Fishman's Morgan Stanley Smith Barney Experience July 2010 - March 2011
Job Secondary Direct Venture Capital @ Manhattan Venture Partners
Industry Venture Capital & Private Equity
Experience
Manhattan Venture Partners July 2014 - Present
citizen.vc 2014 - July 2014
Gentry Capital Advisors(Now GSV Financial Group) February 2013 - February 2014
Elite Entertainment Technologies, LLC. April 2012 - February 2014
Advanced Equities March 2011 - April 2012
Morgan Stanley Smith Barney July 2010 - March 2011
StudentCity.com 2008 - 2010
Traxi LLC June 2008 - August 2008
Xtreme Trips 2006 - 2008
CMX Engineering (Formally Schoor DePalma) June 2006 - August 2006
Skills
Venture Capital, Alternative Investments, Financial Analysis, Real Estate, Start-ups, Private Placements, Investments, Private Equity Funding, Private Equity, Financial Services, Alternative Energy, Raising Venture Capital, Finance, Investment Banking, Portfolio Management, Equities, Analysis, Secondary Market, Marketing, Mergers & Acquisitions
Education
University of Maryland College Park 2006 — 2010
BS Marketing, Robert H Smith School of Business
University of New South Wales 2009 — 2009
The Australian School of Business, International Marketing and Ethics
Manhattan Venture Partners July 2014 - Present
citizen.vc 2014 - July 2014
Gentry Capital Advisors(Now GSV Financial Group) February 2013 - February 2014
Elite Entertainment Technologies, LLC. April 2012 - February 2014
Advanced Equities March 2011 - April 2012
Morgan Stanley Smith Barney July 2010 - March 2011
StudentCity.com 2008 - 2010
Traxi LLC June 2008 - August 2008
Xtreme Trips 2006 - 2008
CMX Engineering (Formally Schoor DePalma) June 2006 - August 2006
Skills
Venture Capital, Alternative Investments, Financial Analysis, Real Estate, Start-ups, Private Placements, Investments, Private Equity Funding, Private Equity, Financial Services, Alternative Energy, Raising Venture Capital, Finance, Investment Banking, Portfolio Management, Equities, Analysis, Secondary Market, Marketing, Mergers & Acquisitions
Education
University of Maryland College Park 2006 — 2010
BS Marketing, Robert H Smith School of Business
University of New South Wales 2009 — 2009
The Australian School of Business, International Marketing and Ethics
daniel henderson daniel henderson's Morgan Stanley Smith Barney Experience March 2010 - May 2013
Job Senior Financial Advisor, Wells Fargo Advisors
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2010 - May 2013
Sovereign Bank Wealth Management May 2002 - July 2009
Fleet Investment Advisors May 1989 - December 2001
Skills
Mutual Funds, Due Diligence, Alternative Investments, Strategic Financial..., Wealth Management, Strategy, Securities, Asset Allocation, Portfolio Management, Financial Analysis, Estate Planning, Series 7, Retirement, Series 63, Equities, Insurance, New Business Development, Banking, Retirement Planning, Investment Management, Capital Markets, Relationship Management, Leadership, Asset Managment, Asset Management, Fixed Income, Real Estate, Venture Capital, Negotiation, Financial Services, Valuation, Loans, Bloomberg, Investment Banking, Business Strategy, Credit, Executive Management, Mortgage Lending, Credit Analysis, Series 6, Customer Service, Strategic Planning, Investment Advisory, Trading, Business Development, Financial Modeling, Investments, Risk Management, Private Equity, Mergers & Acquisitions
Education
University of Massachusetts, Amherst 1970 — 1974
Business Administration
Bridgeton Academy 1969 — 1970
Morgan Stanley Smith Barney March 2010 - May 2013
Sovereign Bank Wealth Management May 2002 - July 2009
Fleet Investment Advisors May 1989 - December 2001
Skills
Mutual Funds, Due Diligence, Alternative Investments, Strategic Financial..., Wealth Management, Strategy, Securities, Asset Allocation, Portfolio Management, Financial Analysis, Estate Planning, Series 7, Retirement, Series 63, Equities, Insurance, New Business Development, Banking, Retirement Planning, Investment Management, Capital Markets, Relationship Management, Leadership, Asset Managment, Asset Management, Fixed Income, Real Estate, Venture Capital, Negotiation, Financial Services, Valuation, Loans, Bloomberg, Investment Banking, Business Strategy, Credit, Executive Management, Mortgage Lending, Credit Analysis, Series 6, Customer Service, Strategic Planning, Investment Advisory, Trading, Business Development, Financial Modeling, Investments, Risk Management, Private Equity, Mergers & Acquisitions
Education
University of Massachusetts, Amherst 1970 — 1974
Business Administration
Bridgeton Academy 1969 — 1970
Erica Meyer Erica Meyer's Morgan Stanley Smith Barney Experience August 2011 - December 2011
Job Associate Planner at Macy's
Industry Retail
Experience
Macy's September 2014 - Present
Macy's April 2013 - August 2014
Macy's March 2012 - March 2013
Macy's January 2012 - March 2012
Morgan Stanley Smith Barney August 2011 - December 2011
JMH Education Marketing May 2010 - August 2010
Buccellati February 2010 - May 2010
Coach June 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, Merchandising
Education
University of Maryland College Park 2007 — 2011
Bachelor of Arts, Economics
Macy's September 2014 - Present
Macy's April 2013 - August 2014
Macy's March 2012 - March 2013
Macy's January 2012 - March 2012
Morgan Stanley Smith Barney August 2011 - December 2011
JMH Education Marketing May 2010 - August 2010
Buccellati February 2010 - May 2010
Coach June 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, Merchandising
Education
University of Maryland College Park 2007 — 2011
Bachelor of Arts, Economics
Jerry Truman Jerry Truman's Morgan Stanley Smith Barney Experience June 2009 - December 2011
Job First Vice President Investments at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. January 2012 - Present
Morgan Stanley Smith Barney June 2009 - December 2011
SunTrust Investment Services April 2003 - June 2009
Education
University of Maryland College Park
UBS Financial Services Inc. January 2012 - Present
Morgan Stanley Smith Barney June 2009 - December 2011
SunTrust Investment Services April 2003 - June 2009
Education
University of Maryland College Park
Joseph Cacia's Morgan Stanley Smith Barney Experience July 2006 - December 2009
Job Vice President Owner at Collar Capital Management
Industry Financial Services
Experience
Collar Capital Management 2009 - Present
Morgan Stanley Smith Barney July 2006 - December 2009
Citigroup Global Markets Japan, Inc July 2002 - July 2006
Skills
Asset Management, Finance, Investments, Marketing, Portfolio Management, Risk Management, Strategic Financial...
Education
University of Maryland College Park 1992 — 1996
BA, Business
Collar Capital Management 2009 - Present
Morgan Stanley Smith Barney July 2006 - December 2009
Citigroup Global Markets Japan, Inc July 2002 - July 2006
Skills
Asset Management, Finance, Investments, Marketing, Portfolio Management, Risk Management, Strategic Financial...
Education
University of Maryland College Park 1992 — 1996
BA, Business
Jim Boileau's Morgan Stanley Smith Barney Experience October 1993 - May 2009
Job Investment Executive / Partner Lake Superior Financial Services, Inc.
Industry Financial Services
Experience
Lake Superior Financial Services, Inc. (an Independent firm) May 2009 - Present
Raymond James Financial Services, Inc. May 2009 - Present
Morgan Stanley Smith Barney October 1993 - May 2009
Skills
Retirement Planning, Wealth Management, Investment Advisory, Investment Strategies, Alternative Investments, Investments
Education
University of Minnesota-Duluth 1990 — 1993
Finance, Psychology
Lake Superior Financial Services, Inc. (an Independent firm) May 2009 - Present
Raymond James Financial Services, Inc. May 2009 - Present
Morgan Stanley Smith Barney October 1993 - May 2009
Skills
Retirement Planning, Wealth Management, Investment Advisory, Investment Strategies, Alternative Investments, Investments
Education
University of Minnesota-Duluth 1990 — 1993
Finance, Psychology
Dominic Pasion's Morgan Stanley Smith Barney Experience January 2006 - December 2006
Job Senior Financial Analyst at Dickstein Shapiro LLP
Industry Financial Services
Experience
Dickstein Shapiro LLP December 2013 - Present
The Humane Society of the United States May 2013 - December 2013
APCO Worldwide June 2011 - May 2013
APCO Worldwide January 2011 - May 2011
SAIC January 2010 - December 2010
Northwestern Mutual June 2007 - December 2009
Morgan Stanley Smith Barney January 2006 - December 2006
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, Project Management, Strategic Planning, Budgets, Microsoft Word, Customer Service, Business Strategy, Strategy, Social Media, Risk Management, Event Planning, Strategic Communications, Analytics, Public Speaking, Leadership, Management, Finance, Analysis
Education
University of Maryland College Park 2003 — 2007
BS, Finance
Gonzaga College High School 1999 — 2003
Dickstein Shapiro LLP December 2013 - Present
The Humane Society of the United States May 2013 - December 2013
APCO Worldwide June 2011 - May 2013
APCO Worldwide January 2011 - May 2011
SAIC January 2010 - December 2010
Northwestern Mutual June 2007 - December 2009
Morgan Stanley Smith Barney January 2006 - December 2006
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, Project Management, Strategic Planning, Budgets, Microsoft Word, Customer Service, Business Strategy, Strategy, Social Media, Risk Management, Event Planning, Strategic Communications, Analytics, Public Speaking, Leadership, Management, Finance, Analysis
Education
University of Maryland College Park 2003 — 2007
BS, Finance
Gonzaga College High School 1999 — 2003
Tim Liang Tim Liang's Morgan Stanley Smith Barney Experience October 2011 - January 2012
Job Staff Accountant at the Carlyle Group
Industry Accounting
Experience
The Carlyle Group May 2015 - Present
Northrop Grumman Corporation September 2013 - May 2015
Northrop Grumman Corporation January 2013 - September 2013
Northrop Grumman Corporation August 2012 - January 2013
Treasury Inspector General for Tax Administration June 2012 - August 2012
Liberty Tax Service January 2012 - April 2012
Morgan Stanley Smith Barney October 2011 - January 2012
Merrill Lynch June 2010 - August 2010
Ten Ren's Tea Time June 2009 - August 2009
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2013
Master of Science (MS), Accounting and Business/Management
University of Maryland Baltimore County 2008 — 2012
B.S., Financial Economics
The Carlyle Group May 2015 - Present
Northrop Grumman Corporation September 2013 - May 2015
Northrop Grumman Corporation January 2013 - September 2013
Northrop Grumman Corporation August 2012 - January 2013
Treasury Inspector General for Tax Administration June 2012 - August 2012
Liberty Tax Service January 2012 - April 2012
Morgan Stanley Smith Barney October 2011 - January 2012
Merrill Lynch June 2010 - August 2010
Ten Ren's Tea Time June 2009 - August 2009
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2013
Master of Science (MS), Accounting and Business/Management
University of Maryland Baltimore County 2008 — 2012
B.S., Financial Economics
Nathan Rego Nathan Rego's Morgan Stanley Smith Barney Experience April 2011 - August 2011
Job Assistant Vice President Financial Advisor & Mortgage Loan Officer at BayCoast Financial Sercvices
Industry Financial Services
Experience
BayCoast Financial Services/Infinex Financial Group January 2012 - Present
BayCoast Bank January 2012 - Present
Morgan Stanley Smith Barney April 2011 - August 2011
St. Anne's Credit Union February 2006 - April 2011
HSBC Bank Corporation March 2002 - July 2005
Skills
Investments, Estate Planning, Strategic Financial..., Portfolio Management, Retirement Planning, Mutual Funds, Wealth Management
Education
University of Massachusetts Dartmouth
Business
BayCoast Financial Services/Infinex Financial Group January 2012 - Present
BayCoast Bank January 2012 - Present
Morgan Stanley Smith Barney April 2011 - August 2011
St. Anne's Credit Union February 2006 - April 2011
HSBC Bank Corporation March 2002 - July 2005
Skills
Investments, Estate Planning, Strategic Financial..., Portfolio Management, Retirement Planning, Mutual Funds, Wealth Management
Education
University of Massachusetts Dartmouth
Business
Brian Heller Brian Heller's Morgan Stanley Smith Barney Experience May 2011 - August 2011
Job Analyst, Investor Relations at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley May 2014 - June 2015
Morgan Stanley June 2013 - July 2014
Morgan Stanley April 2012 - August 2012
Alpha Epsilon Pi March 2011 - April 2012
Morgan Stanley Smith Barney May 2011 - August 2011
The Manhattan Club December 2010 - February 2011
Skills
Market Research, Management, Financial Analysis, Finance, Marketing, Financial Reporting, Reporting & Analysis, Financial Services, Microsoft Excel, Investments, Portfolio Management, Financial Modeling, Valuation, Fixed Income
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance and Marketing
Morgan Stanley June 2015 - Present
Morgan Stanley May 2014 - June 2015
Morgan Stanley June 2013 - July 2014
Morgan Stanley April 2012 - August 2012
Alpha Epsilon Pi March 2011 - April 2012
Morgan Stanley Smith Barney May 2011 - August 2011
The Manhattan Club December 2010 - February 2011
Skills
Market Research, Management, Financial Analysis, Finance, Marketing, Financial Reporting, Reporting & Analysis, Financial Services, Microsoft Excel, Investments, Portfolio Management, Financial Modeling, Valuation, Fixed Income
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance and Marketing
Samantha Pentecost Samantha Pentecost's Morgan Stanley Smith Barney Experience 2004 - 2009
Job Senior Credit Analyst Federal Reserve Bank of Chicago
Industry Financial Services
Experience
Federal Reserve Bank of Chicago October 2013 - Present
Federal Reserve Bank of Chicago May 2012 - Present
UBS February 2009 - May 2012
Morgan Stanley Smith Barney 2004 - 2009
Skills
Fixed Income, Wealth Management, Securities, Portfolio Management, Financial Analysis, Financial Modeling
Education
University of Michigan 2003 — 2007
Federal Reserve Bank of Chicago October 2013 - Present
Federal Reserve Bank of Chicago May 2012 - Present
UBS February 2009 - May 2012
Morgan Stanley Smith Barney 2004 - 2009
Skills
Fixed Income, Wealth Management, Securities, Portfolio Management, Financial Analysis, Financial Modeling
Education
University of Michigan 2003 — 2007
William Faherty William Faherty's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Business Account Manager at Wayfair
Industry Consumer Goods
Experience
Wayfair February 2015 - Present
EMD Millipore June 2013 - Present
EMD Millipore March 2011 - Present
Wayfair 2015 - 2015
Wayfair 2015 - 2015
Toner Plastics, Inc June 2010 - February 2011
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Account Management, Lead Generation, Salesforce.com, Business Development, Management, Project Management, Sales, Marketing, Key Account Management, Social Media, Microsoft Office, Networking, CRM, Social Media Marketing, Solution Selling
Education
University of Massachusetts, Amherst 2008 — 2010
BA, Economics
Wayfair February 2015 - Present
EMD Millipore June 2013 - Present
EMD Millipore March 2011 - Present
Wayfair 2015 - 2015
Wayfair 2015 - 2015
Toner Plastics, Inc June 2010 - February 2011
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Account Management, Lead Generation, Salesforce.com, Business Development, Management, Project Management, Sales, Marketing, Key Account Management, Social Media, Microsoft Office, Networking, CRM, Social Media Marketing, Solution Selling
Education
University of Massachusetts, Amherst 2008 — 2010
BA, Economics
Brian Beattie, CFP® Brian Beattie, CFP®'s Morgan Stanley Smith Barney Experience June 2006 - August 2010
Job Associate Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2010 - Present
Morgan Stanley Smith Barney June 2006 - August 2010
Skills
Retirement Planning, Investments, Finance, Financial Advisory, Insurance, Small Business, Retirement, Fixed Annuities, Mutual Funds, 401k, Long Term Care Insurance, Life Insurance, Chartered Retirement...
Education
University of Miami - School of Business 2003 — 2007
BBA, Finance, Management, Marketing
Wells Fargo Advisors, LLC August 2010 - Present
Morgan Stanley Smith Barney June 2006 - August 2010
Skills
Retirement Planning, Investments, Finance, Financial Advisory, Insurance, Small Business, Retirement, Fixed Annuities, Mutual Funds, 401k, Long Term Care Insurance, Life Insurance, Chartered Retirement...
Education
University of Miami - School of Business 2003 — 2007
BBA, Finance, Management, Marketing
Billy Riga's Morgan Stanley Smith Barney Experience May 2012 - August 2012
Job Advisory Services Technology Advisory Program at EY
Industry Information Technology and Services
Experience
EY August 2015 - Present
EY June 2014 - Present
University of Michigan Ross School of Business August 2011 - Present
Stefanini June 2013 - August 2013
Morgan Stanley Smith Barney May 2012 - August 2012
Phi Chi Theta Business Fraternity January 2012 - March 2012
Dearborn Family Dentistry January 2008 - August 2011
Skills
Microsoft Excel, C++ Language, Data Analysis, PowerPoint, Access, SQL, Strategy, Microsoft Office, Microsoft Word, Research, Economics, Public Speaking, Social Media, Spanish, Accounting, Microsoft SQL Server, JavaScript, PHP, HTML, CSS
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2015
University of Michigan 2011 — 2015
EY August 2015 - Present
EY June 2014 - Present
University of Michigan Ross School of Business August 2011 - Present
Stefanini June 2013 - August 2013
Morgan Stanley Smith Barney May 2012 - August 2012
Phi Chi Theta Business Fraternity January 2012 - March 2012
Dearborn Family Dentistry January 2008 - August 2011
Skills
Microsoft Excel, C++ Language, Data Analysis, PowerPoint, Access, SQL, Strategy, Microsoft Office, Microsoft Word, Research, Economics, Public Speaking, Social Media, Spanish, Accounting, Microsoft SQL Server, JavaScript, PHP, HTML, CSS
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2015
University of Michigan 2011 — 2015
Michael Wollins Michael Wollins's Morgan Stanley Smith Barney Experience June 2008 - August 2008
Job Product Specialist Wealth Management at FactSet Research Systems
Industry Financial Services
Experience
FactSet December 2013 - Present
FactSet Research Systems May 2013 - November 2013
FactSet Research Systems August 2011 - April 2013
Technology Service Corporation (TSC) June 2010 - July 2011
CresaPartners May 2009 - August 2009
Morgan Stanley Smith Barney June 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Finance, Valuation, Data Analysis, Equities, Corporate Finance, Bloomberg, Asset Management, Equity Research, Fixed Income, Portfolio Management, Investments, Capital Markets, FactSet
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2011
B.S., Finance
FactSet December 2013 - Present
FactSet Research Systems May 2013 - November 2013
FactSet Research Systems August 2011 - April 2013
Technology Service Corporation (TSC) June 2010 - July 2011
CresaPartners May 2009 - August 2009
Morgan Stanley Smith Barney June 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Finance, Valuation, Data Analysis, Equities, Corporate Finance, Bloomberg, Asset Management, Equity Research, Fixed Income, Portfolio Management, Investments, Capital Markets, FactSet
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2011
B.S., Finance
Vlady Entin Vlady Entin's Morgan Stanley Smith Barney Experience 2007 - 2007
Job Account Executive, Corporate Partnerships at Monumental Sports
Industry Sports
Experience
Monumental Sports & Entertainment October 2008 - Present
Morgan Stanley Smith Barney 2007 - 2007
Morgan Stanley Smith Barney 2007 - 2007
Skills
Project Planning, Sports Marketing, Event Management, Sports, Sports Management, Sponsorship, Ticket Sales, Social Media, Event Planning, Sales, Facebook, Archtics, Public Relations, Fundraising, Coaching, Social Media Marketing, Press Releases, Marketing, Sponsorship Sales, Customer Service, Promotions, Social Networking, Public Speaking, Baseball, Time Management, Marketing Strategy, Selling, Leadership, Management, Media Relations, Advertising, Cold Calling, Basketball, Entrepreneurship, Strategic Partnerships, Online Marketing, Marketing Communications, Digital Media, Email Marketing, Market Research, Entertainment, Athletics, Lead Generation, Online Advertising, Blogging, Salesforce.com, Brand Development, Integrated Marketing, New Media, Radio
Education
University of Maryland College Park 2004 — 2008
Marketing and Operations Management, Business
Wootton High School 2000 — 2004
Monumental Sports & Entertainment October 2008 - Present
Morgan Stanley Smith Barney 2007 - 2007
Morgan Stanley Smith Barney 2007 - 2007
Skills
Project Planning, Sports Marketing, Event Management, Sports, Sports Management, Sponsorship, Ticket Sales, Social Media, Event Planning, Sales, Facebook, Archtics, Public Relations, Fundraising, Coaching, Social Media Marketing, Press Releases, Marketing, Sponsorship Sales, Customer Service, Promotions, Social Networking, Public Speaking, Baseball, Time Management, Marketing Strategy, Selling, Leadership, Management, Media Relations, Advertising, Cold Calling, Basketball, Entrepreneurship, Strategic Partnerships, Online Marketing, Marketing Communications, Digital Media, Email Marketing, Market Research, Entertainment, Athletics, Lead Generation, Online Advertising, Blogging, Salesforce.com, Brand Development, Integrated Marketing, New Media, Radio
Education
University of Maryland College Park 2004 — 2008
Marketing and Operations Management, Business
Wootton High School 2000 — 2004
David M. Gatti David M. Gatti's Morgan Stanley Smith Barney Experience May 1988 - September 2011
Job CEO Risk Paradigm Group
Industry Financial Services
Experience
Risk Paradigm Group, LLC October 2011 - Present
Morgan Stanley Smith Barney May 1988 - September 2011
Education
University of Massachusetts at Lowell 1989 — 1992
Management
Risk Paradigm Group, LLC October 2011 - Present
Morgan Stanley Smith Barney May 1988 - September 2011
Education
University of Massachusetts at Lowell 1989 — 1992
Management
Steven Shay's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Tax Senior Alternative Investments at KPMG
Industry Accounting
Experience
KPMG US February 2014 - Present
Baker Tilly Virchow Krause, LLP September 2011 - January 2014
Morgan Stanley Smith Barney June 2009 - August 2009
Education
University of Maryland College Park 2006 — 2010
KPMG US February 2014 - Present
Baker Tilly Virchow Krause, LLP September 2011 - January 2014
Morgan Stanley Smith Barney June 2009 - August 2009
Education
University of Maryland College Park 2006 — 2010
Fana Mersha Fana Mersha's Morgan Stanley Smith Barney Experience May 2007 - August 2007
Job Manager at Marriott International
Industry Financial Services
Experience
Marriott International September 2014 - Present
Marriott International January 2013 - September 2014
Johnson & Johnson June 2011 - January 2013
Johnson & Johnson June 2010 - May 2011
Johnson & Johnson June 2009 - August 2009
Office of the Comptroller of the Currency May 2008 - August 2008
Grameen Foundation February 2008 - April 2008
Morgan Stanley Smith Barney May 2007 - August 2007
Skills
Financial Analysis, Financial Reporting, Corporate Finance, Forecasting, Budgets
Education
University of Maryland College Park 2006 — 2010
Bachelor of Science, Finance, International Development and Conflict Management
Marriott International September 2014 - Present
Marriott International January 2013 - September 2014
Johnson & Johnson June 2011 - January 2013
Johnson & Johnson June 2010 - May 2011
Johnson & Johnson June 2009 - August 2009
Office of the Comptroller of the Currency May 2008 - August 2008
Grameen Foundation February 2008 - April 2008
Morgan Stanley Smith Barney May 2007 - August 2007
Skills
Financial Analysis, Financial Reporting, Corporate Finance, Forecasting, Budgets
Education
University of Maryland College Park 2006 — 2010
Bachelor of Science, Finance, International Development and Conflict Management
Jeffrey Fine's Morgan Stanley Smith Barney Experience 2000 - 2008
Job Managing Partner Fine Wealth Management
Industry Financial Services
Experience
Fine Wealth Management 2011 - Present
Integrity Business Group of New York 2008 - 2011
Morgan Stanley Smith Barney 2000 - 2008
Education
University of Maryland College Park 1990 — 1994
Bachelor of Arts, Speech Communications
Fine Wealth Management 2011 - Present
Integrity Business Group of New York 2008 - 2011
Morgan Stanley Smith Barney 2000 - 2008
Education
University of Maryland College Park 1990 — 1994
Bachelor of Arts, Speech Communications
Glen Dryden's Morgan Stanley Smith Barney Experience December 2005 - September 2009
Job Client Relationship Manager at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial January 2014 - Present
Nationwide Financial August 2010 - December 2013
Morgan Stanley Smith Barney December 2005 - September 2009
Legg Mason January 2005 - December 2005
Legg Mason April 2002 - January 2005
Deutsche Banc Alex. Brown Inc April 1999 - November 2001
Skills
Retirement Planning, Retirement, Investments, Mutual Funds, Financial Services, Asset Allocation, Defined Benefit, Investment Strategies
Education
Loyola College in Maryland 1991 — 1994
Masters of Science, Finance
University of Maryland College Park 1985 — 1989
Finance
Nationwide Financial January 2014 - Present
Nationwide Financial August 2010 - December 2013
Morgan Stanley Smith Barney December 2005 - September 2009
Legg Mason January 2005 - December 2005
Legg Mason April 2002 - January 2005
Deutsche Banc Alex. Brown Inc April 1999 - November 2001
Skills
Retirement Planning, Retirement, Investments, Mutual Funds, Financial Services, Asset Allocation, Defined Benefit, Investment Strategies
Education
Loyola College in Maryland 1991 — 1994
Masters of Science, Finance
University of Maryland College Park 1985 — 1989
Finance
Melanie (Olszewski) Cassens's Morgan Stanley Smith Barney Experience May 2005 - April 2014
Job Executive Director, Field Communication Strategy at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2014 - Present
Morgan Stanley Smith Barney May 2005 - April 2014
Smith Barney October 2008 - January 2010
Citi - Smith Barney January 2006 - September 2008
Legg Mason 2005 - 2005
Maryland Management Company 2002 - 2005
Skills
Financial Services, Project Management, Wealth Management, Strategy, Integration, Risk Management, Business Analysis
Education
University of Maryland College Park 1998 — 2002
Finance/Accounting
Schreiber High School
Morgan Stanley Wealth Management April 2014 - Present
Morgan Stanley Smith Barney May 2005 - April 2014
Smith Barney October 2008 - January 2010
Citi - Smith Barney January 2006 - September 2008
Legg Mason 2005 - 2005
Maryland Management Company 2002 - 2005
Skills
Financial Services, Project Management, Wealth Management, Strategy, Integration, Risk Management, Business Analysis
Education
University of Maryland College Park 1998 — 2002
Finance/Accounting
Schreiber High School
Stacy Hirsh's Morgan Stanley Smith Barney Experience June 2009 - June 2010
Job Business Operations Executive at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase April 2013 - Present
JPMorgan Chase May 2012 - Present
JPMorgan Chase October 2010 - May 2012
Morgan Stanley Smith Barney June 2009 - June 2010
Citi Smith Barney 1989 - November 2009
Smith Barney September 2006 - June 2008
Smith Barney 2004 - 2006
Smith Barney 2000 - 2006
Skills
Wealth Management, Financial Services
Education
New York University - Leonard N. Stern School of Business 1990 — 1995
MBA, Finance and International Business
University of Michigan 1984 — 1988
BA, Organizational Behavior
nmb
JPMorgan Chase April 2013 - Present
JPMorgan Chase May 2012 - Present
JPMorgan Chase October 2010 - May 2012
Morgan Stanley Smith Barney June 2009 - June 2010
Citi Smith Barney 1989 - November 2009
Smith Barney September 2006 - June 2008
Smith Barney 2004 - 2006
Smith Barney 2000 - 2006
Skills
Wealth Management, Financial Services
Education
New York University - Leonard N. Stern School of Business 1990 — 1995
MBA, Finance and International Business
University of Michigan 1984 — 1988
BA, Organizational Behavior
nmb
Marni (Rosenblum) Pinkow's Morgan Stanley Smith Barney Experience June 2009 - Present
Job Executive Director, Product Manager Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2009 - Present
Citigroup June 2006 - June 2009
Smith Barney 1998 - 2008
Smith Barney April 2005 - June 2006
Smith Barney April 2004 - April 2005
Smith Barney February 1998 - April 2004
Skills
Product Management, Wealth Management, Strategy, Vendor Management, Financial Services
Education
University of Maryland College Park 1992 — 1996
Morgan Stanley Smith Barney June 2009 - Present
Citigroup June 2006 - June 2009
Smith Barney 1998 - 2008
Smith Barney April 2005 - June 2006
Smith Barney April 2004 - April 2005
Smith Barney February 1998 - April 2004
Skills
Product Management, Wealth Management, Strategy, Vendor Management, Financial Services
Education
University of Maryland College Park 1992 — 1996
Erin Houston's Morgan Stanley Smith Barney Experience 1999 - 2003
Job Portfolio Manager at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management October 2009 - Present
Western Asset Management September 2004 - 2009
Citigroup May 2002 - June 2005
Morgan Stanley Smith Barney 1999 - 2003
Education
University of Maryland - Robert H. Smith School of Business 1995 — 1999
UBS Global Asset Management October 2009 - Present
Western Asset Management September 2004 - 2009
Citigroup May 2002 - June 2005
Morgan Stanley Smith Barney 1999 - 2003
Education
University of Maryland - Robert H. Smith School of Business 1995 — 1999
Jacqueline Vahab's Morgan Stanley Smith Barney Experience June 2007 - August 2012
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2013 - Present
Invesco August 2012 - November 2012
Morgan Stanley Smith Barney June 2007 - August 2012
Oppenheimer & Co, Inc December 2003 - May 2007
Merrill Lynch & Co June 2002 - December 2003
Skills
Series 7, Wealth Management, Mutual Funds, Series 63, Investment Advisory, Asset Allocation, Alternative Investments, Wealth Management..., Investment Strategies, Fixed Annuities, Retirement, Financial Advisory, Bonds, Hedge Funds, Series 65, Business Strategy, New Business Development, Success Driven, Sales Management, National Accounts, Financial Modeling, Investment Management, Relationship Management, Retirement Planning
Education
University of Maryland, College 2000 — 2002
BA, Psychology
University of Massachusetts, Amherst 1998 — 2000
Merrill Lynch February 2013 - Present
Invesco August 2012 - November 2012
Morgan Stanley Smith Barney June 2007 - August 2012
Oppenheimer & Co, Inc December 2003 - May 2007
Merrill Lynch & Co June 2002 - December 2003
Skills
Series 7, Wealth Management, Mutual Funds, Series 63, Investment Advisory, Asset Allocation, Alternative Investments, Wealth Management..., Investment Strategies, Fixed Annuities, Retirement, Financial Advisory, Bonds, Hedge Funds, Series 65, Business Strategy, New Business Development, Success Driven, Sales Management, National Accounts, Financial Modeling, Investment Management, Relationship Management, Retirement Planning
Education
University of Maryland, College 2000 — 2002
BA, Psychology
University of Massachusetts, Amherst 1998 — 2000
Gregory Karam's Morgan Stanley Smith Barney Experience November 2010 - September 2011
Job Portfolio Analyst at Colonial Consulting LLC
Industry Financial Services
Experience
Colonial Consulting LLC March 2013 - Present
Morgan Stanley Wealth Management September 2011 - March 2013
Morgan Stanley Smith Barney November 2010 - September 2011
Morgan Stanley Smith Barney August 2007 - November 2010
Northeast Securities July 2006 - July 2007
Skills
Fixed Income, Hedge Funds, Securities, Alternative Investments, Equities
Education
University of Maryland College Park 2002 — 2006
Bachelor's degree, Economics
Colonial Consulting LLC March 2013 - Present
Morgan Stanley Wealth Management September 2011 - March 2013
Morgan Stanley Smith Barney November 2010 - September 2011
Morgan Stanley Smith Barney August 2007 - November 2010
Northeast Securities July 2006 - July 2007
Skills
Fixed Income, Hedge Funds, Securities, Alternative Investments, Equities
Education
University of Maryland College Park 2002 — 2006
Bachelor's degree, Economics
Michael Anselmi, CFP®'s Morgan Stanley Smith Barney Experience August 2008 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney August 2008 - Present
Deloitte & Touche 2000 - 2008
PricewaterhouseCoopers 1998 - 2000
T. Rowe Price 1996 - 1998
Skills
Asset Management, Financial Planning, Investments
Education
University of Maryland College Park 1992 — 1995
Morgan Stanley Smith Barney August 2008 - Present
Deloitte & Touche 2000 - 2008
PricewaterhouseCoopers 1998 - 2000
T. Rowe Price 1996 - 1998
Skills
Asset Management, Financial Planning, Investments
Education
University of Maryland College Park 1992 — 1995
Frank Epinger's Morgan Stanley Smith Barney Experience October 2000 - April 2013
Job Managing Director at JP Morgan
Industry Financial Services
Experience
J.P. Morgan March 2015 - Present
HighTower May 2013 - February 2015
Morgan Stanley Smith Barney October 2000 - April 2013
UBS June 1990 - October 2000
Skills
Investments, Wealth Management, Portfolio Management, Alternative Investments, Management, Asset Allocation, Asset Management, Series 7, Mutual Funds, Equities
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
MBA-Ross School of Business
University of Richmond - Robins School of Business 1985 — 1989
B.S., Finance/Marketing, cum laude
William Allen High School 1982 — 1985
J.P. Morgan March 2015 - Present
HighTower May 2013 - February 2015
Morgan Stanley Smith Barney October 2000 - April 2013
UBS June 1990 - October 2000
Skills
Investments, Wealth Management, Portfolio Management, Alternative Investments, Management, Asset Allocation, Asset Management, Series 7, Mutual Funds, Equities
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
MBA-Ross School of Business
University of Richmond - Robins School of Business 1985 — 1989
B.S., Finance/Marketing, cum laude
William Allen High School 1982 — 1985
Mark Capomaccio's Morgan Stanley Smith Barney Experience July 2009 - November 2011
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2009 - November 2011
Skills
Series 7, Wealth Management, Retirement Planning, Asset Allocation, Series 63, Investments, 401k, Asset Management, Salesforce.com, Process Improvement, Business Development, Retirement, Securities, Portfolio Management, Equities, Series 65, Sales Process, Wealth Management...
Education
University of Massachusetts Lowell 1995 — 1996
Somerville High
Morgan Stanley Smith Barney July 2009 - November 2011
Skills
Series 7, Wealth Management, Retirement Planning, Asset Allocation, Series 63, Investments, 401k, Asset Management, Salesforce.com, Process Improvement, Business Development, Retirement, Securities, Portfolio Management, Equities, Series 65, Sales Process, Wealth Management...
Education
University of Massachusetts Lowell 1995 — 1996
Somerville High
Jill Eisenstein Wagner's Morgan Stanley Smith Barney Experience June 2009 - December 2012
Job VP Graystone Consulting, Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley May 2015 - Present
UBS Wealth Management May 2014 - May 2015
Merrill Lynch January 2013 - May 2014
Morgan Stanley Smith Barney June 2009 - December 2012
Citigroup May 2008 - June 2009
Citigroup June 2006 - May 2008
Smith Barney March 1997 - June 2006
Skills
FINRA, Securities, Mutual Funds, Asset Allocation, ETFs, Asset Managment, Series 7, Series 24, Series 63, Retirement, Financial Services, Portfolio Management
Education
University of Maryland College Park 1988 — 1991
Bs history, American History
Morgan Stanley May 2015 - Present
UBS Wealth Management May 2014 - May 2015
Merrill Lynch January 2013 - May 2014
Morgan Stanley Smith Barney June 2009 - December 2012
Citigroup May 2008 - June 2009
Citigroup June 2006 - May 2008
Smith Barney March 1997 - June 2006
Skills
FINRA, Securities, Mutual Funds, Asset Allocation, ETFs, Asset Managment, Series 7, Series 24, Series 63, Retirement, Financial Services, Portfolio Management
Education
University of Maryland College Park 1988 — 1991
Bs history, American History
William Rose's Morgan Stanley Smith Barney Experience February 2007 - February 2010
Job Senior Vice President Wealth Management at UBS
Industry Financial Services
Experience
UBS Financial Services February 2010 - Present
Morgan Stanley Smith Barney February 2007 - February 2010
UBS Financial Services July 1999 - February 2007
Skills
Alternative Investments, Asset Management, Equities, Fixed Income, Real Estate, Investments, Retirement Planning, Series 63, Wealth Management
Education
University of Massachusetts, Amherst 1995 — 1999
BA, Psychology / Sociology
Paramus High School
UBS Financial Services February 2010 - Present
Morgan Stanley Smith Barney February 2007 - February 2010
UBS Financial Services July 1999 - February 2007
Skills
Alternative Investments, Asset Management, Equities, Fixed Income, Real Estate, Investments, Retirement Planning, Series 63, Wealth Management
Education
University of Massachusetts, Amherst 1995 — 1999
BA, Psychology / Sociology
Paramus High School
Melinda Massey's Morgan Stanley Smith Barney Experience March 1999 - August 2004
Job Sr. Financial Analyst for Capital Investments and Operations
Industry Transportation/Trucking/Railroad
Experience
Amtrak March 2010 - Present
Chevy Chase Bank January 2006 - August 2007
Morgan Stanley Smith Barney March 1999 - August 2004
Education
University of Maryland College Park 2007 — 2009
Bch. of Sc. in Business Admin., Finance
Washington Adventist University 2000 — 2004
Bachelor of Science (BSc), Accounting and Finance
Amtrak March 2010 - Present
Chevy Chase Bank January 2006 - August 2007
Morgan Stanley Smith Barney March 1999 - August 2004
Education
University of Maryland College Park 2007 — 2009
Bch. of Sc. in Business Admin., Finance
Washington Adventist University 2000 — 2004
Bachelor of Science (BSc), Accounting and Finance
Helen Basile's Morgan Stanley Smith Barney Experience May 2008 - March 2010
Job Customerfocused, resultsoriented global financial professional
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2008 - March 2010
Basile Consulting 2006 - 2008
Lee Heng Jewelry Company 2005 - 2006
HSBC January 2005 - October 2005
HSBC 2004 - 2005
HSBC 1999 - 2004
Skills
Portfolio Management, Banking, Wealth Management, Marketing Strategy, Finance, Credit, Investments, Marketing, Business Planning, Analysis
Education
University of Michigan - Stephen M. Ross School of Business
Morgan Stanley Smith Barney May 2008 - March 2010
Basile Consulting 2006 - 2008
Lee Heng Jewelry Company 2005 - 2006
HSBC January 2005 - October 2005
HSBC 2004 - 2005
HSBC 1999 - 2004
Skills
Portfolio Management, Banking, Wealth Management, Marketing Strategy, Finance, Credit, Investments, Marketing, Business Planning, Analysis
Education
University of Michigan - Stephen M. Ross School of Business
Roger Toguchi's Morgan Stanley Smith Barney Experience July 2004 - September 2010
Job Self employed consultant
Industry Financial Services
Experience
Consultant January 2015 - Present
StarVista October 2014 - Present
Wells Fargo Advisor, LLC September 2010 - December 2014
Morgan Stanley Smith Barney July 2004 - September 2010
Smith Barney July 1994 - July 2004
Skills
Finance, Investments, Portfolio Management, Wealth Management, Equities, Retirement Planning, Management, Asset Management, Alternative Investments, Asset Allocation
Education
University of Massachusetts, Amherst 1976 — 1978
BS, Hotel, Restaurant & Travel Admin
Consultant January 2015 - Present
StarVista October 2014 - Present
Wells Fargo Advisor, LLC September 2010 - December 2014
Morgan Stanley Smith Barney July 2004 - September 2010
Smith Barney July 1994 - July 2004
Skills
Finance, Investments, Portfolio Management, Wealth Management, Equities, Retirement Planning, Management, Asset Management, Alternative Investments, Asset Allocation
Education
University of Massachusetts, Amherst 1976 — 1978
BS, Hotel, Restaurant & Travel Admin
Sam Buxton's Morgan Stanley Smith Barney Experience 2005 - Present
Job financial advisor at citi
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2005 - Present
Education
University of Michigan
Morgan Stanley Smith Barney 2005 - Present
Education
University of Michigan
Bradd Cuppels's Morgan Stanley Smith Barney Experience August 2005 - March 2011
Job Vice President Investments at UBS Financial Services Inc
Industry Financial Services
Experience
UBS March 2011 - Present
Morgan Stanley Smith Barney August 2005 - March 2011
Smith Barney October 1999 - August 2005
Education
University of Massachusetts, Amherst 1983 — 1987
Bachelor of Science, Industrial Engineering
UBS March 2011 - Present
Morgan Stanley Smith Barney August 2005 - March 2011
Smith Barney October 1999 - August 2005
Education
University of Massachusetts, Amherst 1983 — 1987
Bachelor of Science, Industrial Engineering
Barry Goers's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Professional Hockey Player at WilkesBarre/Scranton Penguins
Industry Sports
Experience
Wilkes-Barre/Scranton Penguins January 2013 - Present
Uber July 2014 - September 2014
Lake Erie Monsters February 2011 - April 2012
US Census Dept April 2010 - May 2010
UMass Lowell September 2006 - May 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Top Notch Resort and Spa June 2008 - August 2008
Vermont Tent Company September 2005 - December 2005
ExcelleRX June 2004 - September 2004
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Finance, Financial Analysis, Data Analysis, Analysis, Financial Modeling, Coaching, Public Speaking, Leadership
Education
University of Massachusetts at Lowell 2005 — 2010
Bachelor of Science (B.S.), Finance, General
Council Rock North H.S. 2000 — 2004
H.S. Diploma
Wilkes-Barre/Scranton Penguins January 2013 - Present
Uber July 2014 - September 2014
Lake Erie Monsters February 2011 - April 2012
US Census Dept April 2010 - May 2010
UMass Lowell September 2006 - May 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Top Notch Resort and Spa June 2008 - August 2008
Vermont Tent Company September 2005 - December 2005
ExcelleRX June 2004 - September 2004
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Finance, Financial Analysis, Data Analysis, Analysis, Financial Modeling, Coaching, Public Speaking, Leadership
Education
University of Massachusetts at Lowell 2005 — 2010
Bachelor of Science (B.S.), Finance, General
Council Rock North H.S. 2000 — 2004
H.S. Diploma
Dennis L Gordon's Morgan Stanley Smith Barney Experience January 1994 - June 1999
Job Data Solutions Group LLC
Industry Marketing and Advertising
Experience
Data Solutions Group Inc May 1999 - Present
Morgan Stanley Smith Barney January 1994 - June 1999
MetLife August 1989 - May 1994
Skills
Coaching, Contract Negotiation, SuccessFactors, Direct Mail, Online Marketing, Email Marketing, SEO, SEM, Advertising, Social Media Marketing, Negotiation, Social Media, Direct Marketing, PPC, Web Analytics, Team Building, Copywriting, E-commerce, Online Advertising, Mentoring, Digital Marketing, Affiliate Marketing, Google Adwords, Marketing Strategy, Brochures, Google Analytics, Web Design, B2B Marketing, Lead Generation, Sales Management, Marketing Communications, New Business Development, Telemarketing, Business Planning, Product Marketing, Market Research, B2B, Integrated Marketing, Social Networking, Analytics, Market Planning, Insurance, Segmentation, Competitive Analysis, Website Development, Sales Process, Event Management, Brand Development, Budgeting, Fundraising
Education
University of Phoenix 2011 — 2013
BS, IT Advanced Networking, 3.81
University of Maryland College Park 1985 — 1989
BS, Marketing Economics
Data Solutions Group Inc May 1999 - Present
Morgan Stanley Smith Barney January 1994 - June 1999
MetLife August 1989 - May 1994
Skills
Coaching, Contract Negotiation, SuccessFactors, Direct Mail, Online Marketing, Email Marketing, SEO, SEM, Advertising, Social Media Marketing, Negotiation, Social Media, Direct Marketing, PPC, Web Analytics, Team Building, Copywriting, E-commerce, Online Advertising, Mentoring, Digital Marketing, Affiliate Marketing, Google Adwords, Marketing Strategy, Brochures, Google Analytics, Web Design, B2B Marketing, Lead Generation, Sales Management, Marketing Communications, New Business Development, Telemarketing, Business Planning, Product Marketing, Market Research, B2B, Integrated Marketing, Social Networking, Analytics, Market Planning, Insurance, Segmentation, Competitive Analysis, Website Development, Sales Process, Event Management, Brand Development, Budgeting, Fundraising
Education
University of Phoenix 2011 — 2013
BS, IT Advanced Networking, 3.81
University of Maryland College Park 1985 — 1989
BS, Marketing Economics
Liz Ashbes's Morgan Stanley Smith Barney Experience October 1994 - Present
Job Registered Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 1994 - Present
Education
University of Miami - School of Business 1977 — 1981
BBA, Business Administration
Morgan Stanley Smith Barney October 1994 - Present
Education
University of Miami - School of Business 1977 — 1981
BBA, Business Administration
Ryan Baehrle's Morgan Stanley Smith Barney Experience December 2003 - January 2005
Job Product Manager Brokerage & Social Media at E*TRADE Financial
Industry Investment Management
Experience
E*TRADE Financial September 2011 - May 2013
Edison Financial Consulting July 2010 - August 2011
J.P. Morgan Asset Management May 2009 - July 2010
J.P. Morgan Asset Management April 2008 - May 2009
J.P. Morgan Asset Management June 2005 - April 2008
Raymond James & Associates, Inc February 2005 - May 2005
Morgan Stanley Smith Barney December 2003 - January 2005
University of Miami 2001 - 2005
Doupe Accounting and Tax January 2000 - April 2000
Skills
MS Excel - Financial..., Bloomberg, MS Powerpoint, Reuters, Project Management, Business Analysis, Portfolio Management, Equity Trading, Investments, Risk Management, Derivatives, Financial Modeling, Fixed Income
Education
University of Miami - School of Business 2001 — 2005
B.B.A., Finance
Estero High School 1997 — 2001
Diploma, General
E*TRADE Financial September 2011 - May 2013
Edison Financial Consulting July 2010 - August 2011
J.P. Morgan Asset Management May 2009 - July 2010
J.P. Morgan Asset Management April 2008 - May 2009
J.P. Morgan Asset Management June 2005 - April 2008
Raymond James & Associates, Inc February 2005 - May 2005
Morgan Stanley Smith Barney December 2003 - January 2005
University of Miami 2001 - 2005
Doupe Accounting and Tax January 2000 - April 2000
Skills
MS Excel - Financial..., Bloomberg, MS Powerpoint, Reuters, Project Management, Business Analysis, Portfolio Management, Equity Trading, Investments, Risk Management, Derivatives, Financial Modeling, Fixed Income
Education
University of Miami - School of Business 2001 — 2005
B.B.A., Finance
Estero High School 1997 — 2001
Diploma, General
Giles Crider's Morgan Stanley Smith Barney Experience May 2003 - August 2003
Job Financial Professional in Chicago, IL
Industry Banking
Experience
MB Financial Bank September 2014 - Present
Cole Taylor Bank May 2013 - September 2014
Cole Taylor Bank November 2012 - May 2013
Wells Fargo October 2011 - May 2012
Wells Fargo April 2009 - October 2011
Wells Fargo October 2010 - January 2011
Wells Fargo April 2006 - April 2009
Wells Fargo July 2005 - April 2006
Morgan Stanley Smith Barney May 2003 - August 2003
Weaver Street Realty May 2002 - August 2002
Skills
Small Business Lending, Risk Management, Business Development, Banking, Loans, Credit, Microsoft Office, Mortgage Lending, Non-profits, Research, Credit Analysis, Wealth Management, Consumer Lending, Commercial Lending, Series 6, Series 63, Series 65, Licensed Life Insurance..., Manage Client..., Lines Of Credit, Nonprofits, Relationship Management
Education
University of Maryland College Park 2001 — 2005
English Language & Literature, English
MB Financial Bank September 2014 - Present
Cole Taylor Bank May 2013 - September 2014
Cole Taylor Bank November 2012 - May 2013
Wells Fargo October 2011 - May 2012
Wells Fargo April 2009 - October 2011
Wells Fargo October 2010 - January 2011
Wells Fargo April 2006 - April 2009
Wells Fargo July 2005 - April 2006
Morgan Stanley Smith Barney May 2003 - August 2003
Weaver Street Realty May 2002 - August 2002
Skills
Small Business Lending, Risk Management, Business Development, Banking, Loans, Credit, Microsoft Office, Mortgage Lending, Non-profits, Research, Credit Analysis, Wealth Management, Consumer Lending, Commercial Lending, Series 6, Series 63, Series 65, Licensed Life Insurance..., Manage Client..., Lines Of Credit, Nonprofits, Relationship Management
Education
University of Maryland College Park 2001 — 2005
English Language & Literature, English
Eugene Shuttle's Morgan Stanley Smith Barney Experience 2009 - 2010
Job Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank 2010 - Present
Morgan Stanley Smith Barney 2009 - 2010
Education
University of Maryland College Park
Bachelor of Art, Economics
Deutsche Bank 2010 - Present
Morgan Stanley Smith Barney 2009 - 2010
Education
University of Maryland College Park
Bachelor of Art, Economics
Benjamin Okin's Morgan Stanley Smith Barney Experience July 2010 - May 2012
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs October 2014 - Present
Oppenheimer & Co. June 2012 - October 2014
Morgan Stanley Smith Barney July 2010 - May 2012
Oppenheimer and Co. June 2009 - August 2009
Skills
Series 7, Series 66, Series 86, Series 87, Options, Trading, Equity Research, Finance, Series 63, Alternative Investments, Equities, Bloomberg, Securities, Investments, Asset Allocation, Fixed Income, FINRA, Uniform Combined State...
Education
University of Michigan 2006 — 2010
Bachelor of Arts (B.A.), Political Science and Government
Goldman Sachs October 2014 - Present
Oppenheimer & Co. June 2012 - October 2014
Morgan Stanley Smith Barney July 2010 - May 2012
Oppenheimer and Co. June 2009 - August 2009
Skills
Series 7, Series 66, Series 86, Series 87, Options, Trading, Equity Research, Finance, Series 63, Alternative Investments, Equities, Bloomberg, Securities, Investments, Asset Allocation, Fixed Income, FINRA, Uniform Combined State...
Education
University of Michigan 2006 — 2010
Bachelor of Arts (B.A.), Political Science and Government
David Judice's Morgan Stanley Smith Barney Experience November 2009 - June 2010
Job Head of National Accounts, Baron Capital
Industry Financial Services
Experience
Baron Capital July 2010 - Present
Morgan Stanley Smith Barney November 2009 - June 2010
Citi Smith Barney November 2007 - November 2009
Citi Smith Barney March 1999 - November 2007
Skills
Mutual Funds, Investments, Asset Managment, Series 7, Equities, Portfolio Management, Asset Allocation, Management, Alternative Investments, Asset Management, Investment Management, Wealth Management, Series 63, Separately Managed...
Education
New York University - Leonard N. Stern School of Business 1997 — 2001
MBA, Finance/Accounting & International Business
University of Michigan 1989 — 1993
B.A., Political Science
Baron Capital July 2010 - Present
Morgan Stanley Smith Barney November 2009 - June 2010
Citi Smith Barney November 2007 - November 2009
Citi Smith Barney March 1999 - November 2007
Skills
Mutual Funds, Investments, Asset Managment, Series 7, Equities, Portfolio Management, Asset Allocation, Management, Alternative Investments, Asset Management, Investment Management, Wealth Management, Series 63, Separately Managed...
Education
New York University - Leonard N. Stern School of Business 1997 — 2001
MBA, Finance/Accounting & International Business
University of Michigan 1989 — 1993
B.A., Political Science
John Masaschi's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Sales and Marketing Analyst at Baltimore Aircoil Company
Industry Marketing and Advertising
Experience
Baltimore Aircoil Company November 2014 - Present
Coastal Sunbelt Produce Company January 2014 - November 2014
Coastal Sunbelt Produce Company April 2011 - November 2014
Coastal Sunbelt Produce Company November 2010 - January 2014
Coastal Sunbelt Produce July 2010 - November 2010
First Home Mortgage Company September 2009 - December 2009
Morgan Stanley Smith Barney June 2009 - August 2009
Pratt Health System June 2007 - August 2007
Skills
Forecasting, Analysis, Customer Service, Sales, Microsoft Office, Purchasing, Microsoft Excel, Data Analysis, Access, Negotiation, Logistics, Marketing, Strategic Planning, PowerPoint, Account Management, Financial Analysis, Microsoft Word, Analytics
Education
University of Maryland College Park 2013 — 2016
Master of Business Administration (MBA) Candidate-Part Time
University of Maryland - Robert H. Smith School of Business 2006 — 2010
B.S., International Business, Spanish
Baltimore Aircoil Company November 2014 - Present
Coastal Sunbelt Produce Company January 2014 - November 2014
Coastal Sunbelt Produce Company April 2011 - November 2014
Coastal Sunbelt Produce Company November 2010 - January 2014
Coastal Sunbelt Produce July 2010 - November 2010
First Home Mortgage Company September 2009 - December 2009
Morgan Stanley Smith Barney June 2009 - August 2009
Pratt Health System June 2007 - August 2007
Skills
Forecasting, Analysis, Customer Service, Sales, Microsoft Office, Purchasing, Microsoft Excel, Data Analysis, Access, Negotiation, Logistics, Marketing, Strategic Planning, PowerPoint, Account Management, Financial Analysis, Microsoft Word, Analytics
Education
University of Maryland College Park 2013 — 2016
Master of Business Administration (MBA) Candidate-Part Time
University of Maryland - Robert H. Smith School of Business 2006 — 2010
B.S., International Business, Spanish
Josh Askarinam's Morgan Stanley Smith Barney Experience December 2008 - July 2009
Job Senior Financial Analyst
Industry Management Consulting
Experience
Deloitte Consulting 2010 - Present
Morgan Stanley Smith Barney December 2008 - July 2009
Skills
Financial Analysis, Auditing, Financial Reporting
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2010
Accounting
Deloitte Consulting 2010 - Present
Morgan Stanley Smith Barney December 2008 - July 2009
Skills
Financial Analysis, Auditing, Financial Reporting
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2010
Accounting
Carla Velez-Couto's Morgan Stanley Smith Barney Experience June 2009 - May 2010
Job .
Industry Financial Services
Experience
UBS Financial Services December 2010 - June 2011
Morgan Stanley Smith Barney June 2009 - May 2010
Skills
Wealth Management, Mutual Funds, Retirement Planning, Series 63, Series 7, Investment Advisory, Wealth Management...
Education
University of Miami - School of Business 1997 — 2001
BBA, International Finance and Marketing
UBS Financial Services December 2010 - June 2011
Morgan Stanley Smith Barney June 2009 - May 2010
Skills
Wealth Management, Mutual Funds, Retirement Planning, Series 63, Series 7, Investment Advisory, Wealth Management...
Education
University of Miami - School of Business 1997 — 2001
BBA, International Finance and Marketing
Angelica Le's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Administrative Assistant at Ruddy Law Office, PLLC
Industry International Trade and Development
Experience
Ruddy Law Office, PLLC June 2013 - Present
Morgan Stanley Smith Barney June 2011 - August 2011
CoStar Group May 2010 - April 2011
Caribou Coffee June 2008 - August 2009
Rock Spring Children's Center June 2006 - August 2008
Donald and Christopher Orthodontists June 2007 - August 2007
Skills
Mandarin, Data Analysis, Research, Microsoft Office, Social Media, Public Speaking, Microsoft Excel, Financial Analysis, Economics, PowerPoint, Customer Service, International Business..., International Business
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2013
Bachelor of Science (BS), Finance and International Business
University of Maryland College Park 2009 — 2013
Bachelor of Science (B.S.), International Business and Finance
Ruddy Law Office, PLLC June 2013 - Present
Morgan Stanley Smith Barney June 2011 - August 2011
CoStar Group May 2010 - April 2011
Caribou Coffee June 2008 - August 2009
Rock Spring Children's Center June 2006 - August 2008
Donald and Christopher Orthodontists June 2007 - August 2007
Skills
Mandarin, Data Analysis, Research, Microsoft Office, Social Media, Public Speaking, Microsoft Excel, Financial Analysis, Economics, PowerPoint, Customer Service, International Business..., International Business
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2013
Bachelor of Science (BS), Finance and International Business
University of Maryland College Park 2009 — 2013
Bachelor of Science (B.S.), International Business and Finance
Guilherme Kuchkarian's Morgan Stanley Smith Barney Experience August 2006 - November 2011
Job Founder na Apollo Realty Group
Industry Real Estate
Experience
Apollo Realty Group 2012 - Present
Morgan Stanley Smith Barney August 2006 - November 2011
Safra National Bank February 2002 - August 2006
Banco Santander August 2000 - February 2002
Skills
Real Estate Broker, Planejamento estratégico, Estratégia empresarial, Negociação, Gestão, Vendas, Planejamento empresarial, Marketing, Atendimento ao Cliente, Estratégias de marketing, Gestão de carteiras
Education
University of Miami 1993 — 1997
Bachelor of Business Administration (B.B.A.), Business Management and Organization
Apollo Realty Group 2012 - Present
Morgan Stanley Smith Barney August 2006 - November 2011
Safra National Bank February 2002 - August 2006
Banco Santander August 2000 - February 2002
Skills
Real Estate Broker, Planejamento estratégico, Estratégia empresarial, Negociação, Gestão, Vendas, Planejamento empresarial, Marketing, Atendimento ao Cliente, Estratégias de marketing, Gestão de carteiras
Education
University of Miami 1993 — 1997
Bachelor of Business Administration (B.B.A.), Business Management and Organization
Mark Deangelis's Morgan Stanley Smith Barney Experience March 2008 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
MSSB June 2014 - Present
Morgan Stanley Smith Barney March 2008 - Present
FINRA May 1999 - March 2008
T Rowe Price 2006 - 2008
T Rowe Price 2006 - 2008
Mutual Contact w/ Joe Lamicela 2000 - 2000
Miscellaneous 2000 - 2000
Education
University of Maryland College Park 1999 — 2002
Master's degree, Finance, General
University of Maryland College Park 1991 — 1995
Bachelor of Business Administration (B.B.A.), Economics
Parkville High School
MSSB June 2014 - Present
Morgan Stanley Smith Barney March 2008 - Present
FINRA May 1999 - March 2008
T Rowe Price 2006 - 2008
T Rowe Price 2006 - 2008
Mutual Contact w/ Joe Lamicela 2000 - 2000
Miscellaneous 2000 - 2000
Education
University of Maryland College Park 1999 — 2002
Master's degree, Finance, General
University of Maryland College Park 1991 — 1995
Bachelor of Business Administration (B.B.A.), Economics
Parkville High School
Tim Milbert's Morgan Stanley Smith Barney Experience January 1997 - December 2000
Job Founder at Milbert Workforce Management
Industry Information Services
Experience
Milbert Workforce Management April 2013 - Present
Commonwealth Financial Network January 2007 - April 2013
Cape Cod Tutoring, Inc December 2003 - December 2006
Commonwealth Financial Network March 2001 - December 2003
Morgan Stanley Smith Barney January 1997 - December 2000
Skills
Series 7, Financial Services, Customer Service, Series 63, CRM, Mutual Funds, Microsoft Excel, Process Improvement, Series 24, Vendor Management, FINRA
Education
University of Massachusetts, Amherst 1991 — 1995
BBA, Finance and Operations Management
Milbert Workforce Management April 2013 - Present
Commonwealth Financial Network January 2007 - April 2013
Cape Cod Tutoring, Inc December 2003 - December 2006
Commonwealth Financial Network March 2001 - December 2003
Morgan Stanley Smith Barney January 1997 - December 2000
Skills
Series 7, Financial Services, Customer Service, Series 63, CRM, Mutual Funds, Microsoft Excel, Process Improvement, Series 24, Vendor Management, FINRA
Education
University of Massachusetts, Amherst 1991 — 1995
BBA, Finance and Operations Management
Isaiah Montgomery's Morgan Stanley Smith Barney Experience September 2010 - August 2011
Job Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2011 - Present
Morgan Stanley Smith Barney September 2010 - August 2011
Max M. & Marjorie S. Fisher Foundation May 2010 - August 2010
University of Michigan 2009 - 2010
University of Michigan Development Office 2009 - 2010
University of Michigan Ross School of Business 2006 - 2010
Skills
Asset Management, Retirement Planning, Private Wealth..., Estate Planning, Investments, Asset Managment, Wealth Management..., Strategic Financial..., Investment Management, Leadership, Wealth Management, Microsoft Excel
Education
Stephen M. Ross School of Business 2006 — 2010
Bachelor, Business Administration
University of Michigan 2006 — 2010
Bachelor of Business Administration (B.B.A.), Marketing
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
Bachelors of Business Administration, Finance and Marketing
University of Detroit Jesuit High School 2002 — 2006
HS Diploma, College Preparatory Cirriculum
Merrill Lynch September 2011 - Present
Morgan Stanley Smith Barney September 2010 - August 2011
Max M. & Marjorie S. Fisher Foundation May 2010 - August 2010
University of Michigan 2009 - 2010
University of Michigan Development Office 2009 - 2010
University of Michigan Ross School of Business 2006 - 2010
Skills
Asset Management, Retirement Planning, Private Wealth..., Estate Planning, Investments, Asset Managment, Wealth Management..., Strategic Financial..., Investment Management, Leadership, Wealth Management, Microsoft Excel
Education
Stephen M. Ross School of Business 2006 — 2010
Bachelor, Business Administration
University of Michigan 2006 — 2010
Bachelor of Business Administration (B.B.A.), Marketing
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
Bachelors of Business Administration, Finance and Marketing
University of Detroit Jesuit High School 2002 — 2006
HS Diploma, College Preparatory Cirriculum
Eric Wenz's Morgan Stanley Smith Barney Experience May 2012 - September 2012
Job Financial Analyst at 3M
Industry Financial Services
Experience
3M August 2015 - Present
3M June 2014 - July 2015
3M July 2013 - May 2014
University of Minnesota July 2010 - June 2013
Morgan Stanley Smith Barney May 2012 - September 2012
Minnesota Timberwolves September 2009 - August 2012
Canterbury Park May 2007 - September 2009
Skills
Customer Service, Teamwork, PeopleSoft, Leadership, Goal Oriented, Accounting, Financial Reporting, Team Motivator, Excel, Work Ethic, Financial Analysis, Research, Financial Modeling, Forecasting, Management, Microsoft Excel, Microsoft Office, PowerPoint
Education
University of Minnesota - Carlson School of Management 2009 — 2013
Bachelor of Science (B.S.), Finance; Accounting & Risk Management Insurance, Senior
3M August 2015 - Present
3M June 2014 - July 2015
3M July 2013 - May 2014
University of Minnesota July 2010 - June 2013
Morgan Stanley Smith Barney May 2012 - September 2012
Minnesota Timberwolves September 2009 - August 2012
Canterbury Park May 2007 - September 2009
Skills
Customer Service, Teamwork, PeopleSoft, Leadership, Goal Oriented, Accounting, Financial Reporting, Team Motivator, Excel, Work Ethic, Financial Analysis, Research, Financial Modeling, Forecasting, Management, Microsoft Excel, Microsoft Office, PowerPoint
Education
University of Minnesota - Carlson School of Management 2009 — 2013
Bachelor of Science (B.S.), Finance; Accounting & Risk Management Insurance, Senior
Eric Cohen's Morgan Stanley Smith Barney Experience March 2010 - February 2011
Job PII ENDEAVOR, LLC
Industry Financial Services
Experience
EBC CAPITAL LLC July 2011 - Present
Burnham Hill Partners LLC July 2014 - July 2015
Barclays February 2013 - July 2014
Quorum Investment Counsel March 2011 - July 2011
Morgan Stanley Smith Barney March 2010 - February 2011
Skills
Investments, Alternative Investments, Series 7, Series 63, Series 65, Entrepreneurship, Securities, Asset Management, Business Development, Equities, Finance, Hedge Funds, Portfolio Management, Private Equity
Education
University of Miami 2006 — 2010
BAA, Entrepreneurship/Entrepreneurial Studies
The Wheatley Highschool
EBC CAPITAL LLC July 2011 - Present
Burnham Hill Partners LLC July 2014 - July 2015
Barclays February 2013 - July 2014
Quorum Investment Counsel March 2011 - July 2011
Morgan Stanley Smith Barney March 2010 - February 2011
Skills
Investments, Alternative Investments, Series 7, Series 63, Series 65, Entrepreneurship, Securities, Asset Management, Business Development, Equities, Finance, Hedge Funds, Portfolio Management, Private Equity
Education
University of Miami 2006 — 2010
BAA, Entrepreneurship/Entrepreneurial Studies
The Wheatley Highschool
Glenn Krevans's Morgan Stanley Smith Barney Experience
Job Wealth Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney
Skills
Estate Planning, Marketing, Marketing Strategy, Financial Planning, Finance
Education
University of Maryland College Park
Morgan Stanley Smith Barney
Skills
Estate Planning, Marketing, Marketing Strategy, Financial Planning, Finance
Education
University of Maryland College Park
Sara Dastin's Morgan Stanley Smith Barney Experience August 2011 - January 2012
Job Consultant at Accenture
Industry Management Consulting
Experience
Accenture January 2012 - Present
Morgan Stanley Smith Barney August 2011 - January 2012
Skills
Financial Analysis, PowerPoint, Market Research, Microsoft Excel, Research, Microsoft Office, Microsoft Word, Social Media, Outlook, Team Leadership
Education
University of Miami - School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Accounting, Finance
Accenture January 2012 - Present
Morgan Stanley Smith Barney August 2011 - January 2012
Skills
Financial Analysis, PowerPoint, Market Research, Microsoft Excel, Research, Microsoft Office, Microsoft Word, Social Media, Outlook, Team Leadership
Education
University of Miami - School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Accounting, Finance
Lorraine McIver's Morgan Stanley Smith Barney Experience November 2009 - April 2011
Job .
Industry Management Consulting
Experience
Private Employer October 2011 - Present
Morgan Stanley Smith Barney November 2009 - April 2011
Dunkin Donuts 2006 - 2010
Education
University of Michigan-Dearborn 2007 — 2011
B.B.A., Business Management
Ladywood High School 2003 — 2007
Private Employer October 2011 - Present
Morgan Stanley Smith Barney November 2009 - April 2011
Dunkin Donuts 2006 - 2010
Education
University of Michigan-Dearborn 2007 — 2011
B.B.A., Business Management
Ladywood High School 2003 — 2007
Milissa Hutchinson's Morgan Stanley Smith Barney Experience March 2011 - Present
Job Mutual Fund Specialist at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2011 - Present
Morgan Stanley Smith Barney September 2009 - March 2011
Education
University of Miami 2005 — 2009
BBA, Economics, Finance
Morgan Stanley Smith Barney March 2011 - Present
Morgan Stanley Smith Barney September 2009 - March 2011
Education
University of Miami 2005 — 2009
BBA, Economics, Finance
Buzz Ireland's Morgan Stanley Smith Barney Experience August 2007 - Present
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney August 2007 - Present
Education
University of Maryland Baltimore County 1966 — 1967
Morgan Stanley Smith Barney August 2007 - Present
Education
University of Maryland Baltimore County 1966 — 1967
Victoria Carbone's Morgan Stanley Smith Barney Experience January 2011 - May 2011
Job Analyst, Operational Due Diligence at Fund of Hedge Funds
Industry Accounting
Experience
Fund of Hedge Funds May 2015 - Present
Ernst & Young August 2012 - May 2015
Bessemer Trust Company June 2011 - August 2012
Morgan Stanley Smith Barney January 2011 - May 2011
Education
University of Maryland College Park 2008 — 2012
Bachelor of Science, Accounting
Fund of Hedge Funds May 2015 - Present
Ernst & Young August 2012 - May 2015
Bessemer Trust Company June 2011 - August 2012
Morgan Stanley Smith Barney January 2011 - May 2011
Education
University of Maryland College Park 2008 — 2012
Bachelor of Science, Accounting
David Safran's Morgan Stanley Smith Barney Experience February 2006 - Present
Job Director, Corporate Actions at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 2006 - Present
Legg Mason 2000 - 2005
Education
University of Maryland College Park
Morgan Stanley Smith Barney February 2006 - Present
Legg Mason 2000 - 2005
Education
University of Maryland College Park
Denise C. Markovich's Morgan Stanley Smith Barney Experience April 1982 - Present
Job Financial Advisor | Portfolio Manager at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 1982 - Present
Education
University of Michigan
Bachelor of Arts (BA), Economics and Political Science
Walsh College of Accountancy and Business Administration
Master of Science (MS), Finance
Morgan Stanley Smith Barney April 1982 - Present
Education
University of Michigan
Bachelor of Arts (BA), Economics and Political Science
Walsh College of Accountancy and Business Administration
Master of Science (MS), Finance
Miranda Aarons's Morgan Stanley Smith Barney Experience August 2012 - January 2013
Job Marketing Requirements Analytics Intern at The Toro Company
Industry Market Research
Experience
The Toro Company May 2015 - Present
University of Minnesota Duluth September 2014 - May 2015
Prometric April 2013 - September 2014
Target August 2010 - January 2014
Morgan Stanley Smith Barney August 2012 - January 2013
Skills
Microsoft Excel, Time Management, PowerPoint, Analytical Skills, Critical Thinking, Microsoft Word, Teamwork, Business, Information Systems, Business Services, Mathematics, Access, Customer Service, Microsoft Office, Communication, SQL, Detail Oriented, Software
Education
University of Minnesota Duluth 2012 — 2015
Bachelor of Business Administration (BBA), Marketing Analytics
The Toro Company May 2015 - Present
University of Minnesota Duluth September 2014 - May 2015
Prometric April 2013 - September 2014
Target August 2010 - January 2014
Morgan Stanley Smith Barney August 2012 - January 2013
Skills
Microsoft Excel, Time Management, PowerPoint, Analytical Skills, Critical Thinking, Microsoft Word, Teamwork, Business, Information Systems, Business Services, Mathematics, Access, Customer Service, Microsoft Office, Communication, SQL, Detail Oriented, Software
Education
University of Minnesota Duluth 2012 — 2015
Bachelor of Business Administration (BBA), Marketing Analytics
Dennis Marrs's Morgan Stanley Smith Barney Experience April 2001 - November 2010
Job Branch Director / Private Wealth Advisor at Upstream Investment Partners, LLC
Industry Financial Services
Experience
Upstream Investment Partners, LLC November 2010 - Present
Morgan Stanley Smith Barney April 2001 - November 2010
OLDE Discount 1994 - 2001
Skills
Wealth Management, Strategic Financial..., Retirement Planning, Asset Allocation, Tactical Asset..., Investment Advisory, Portfolio Management, Estate Planning, Investments, Fixed Annuities, Financial Advisory, Investment Strategies, Securities, Insurance, Asset Management, Alternative Investments, 401k, Series 7, Series 8, Series 63, Series 65, Series 31, Life and Variable..., Retirement, IRAs
Education
University of Michigan-Flint 1991 — 1993
BBA, Finance
Upstream Investment Partners, LLC November 2010 - Present
Morgan Stanley Smith Barney April 2001 - November 2010
OLDE Discount 1994 - 2001
Skills
Wealth Management, Strategic Financial..., Retirement Planning, Asset Allocation, Tactical Asset..., Investment Advisory, Portfolio Management, Estate Planning, Investments, Fixed Annuities, Financial Advisory, Investment Strategies, Securities, Insurance, Asset Management, Alternative Investments, 401k, Series 7, Series 8, Series 63, Series 65, Series 31, Life and Variable..., Retirement, IRAs
Education
University of Michigan-Flint 1991 — 1993
BBA, Finance
Elizabeth A. Grausso, CFP®'s Morgan Stanley Smith Barney Experience September 2007 - June 2010
Job Assistant Vice President Financial Planning Consultant at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2013 - Present
Morgan Stanley Wealth Management June 2010 - May 2013
Morgan Stanley Smith Barney September 2007 - June 2010
Skills
Retirement, Series 7, Strategic Financial..., Wealth Management, Financial Advisory, Investment Advisory, Certified Financial..., Mutual Funds, Uniform Combined State..., Financial Services, Series 63, Retirement Planning, Financial Planning, FINRA, Asset Allocation, Fixed Annuities, Securities, Equities, Series 66, Portfolio Management, Investment Strategies, Flute, Piccolo, Orchestral Music, Music History, German
Education
University of Miami 2005 — 2007
Master of Music
Vanderbilt University 2001 — 2005
Bachelor of Music, German Language and Literature, Music
Morgan Stanley Wealth Management June 2013 - Present
Morgan Stanley Wealth Management June 2010 - May 2013
Morgan Stanley Smith Barney September 2007 - June 2010
Skills
Retirement, Series 7, Strategic Financial..., Wealth Management, Financial Advisory, Investment Advisory, Certified Financial..., Mutual Funds, Uniform Combined State..., Financial Services, Series 63, Retirement Planning, Financial Planning, FINRA, Asset Allocation, Fixed Annuities, Securities, Equities, Series 66, Portfolio Management, Investment Strategies, Flute, Piccolo, Orchestral Music, Music History, German
Education
University of Miami 2005 — 2007
Master of Music
Vanderbilt University 2001 — 2005
Bachelor of Music, German Language and Literature, Music
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.