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
Brett Sundberg Brett Sundberg's Morgan Stanley Smith Barney Experience January 2011 - April 2011
Job Loan Officer at West Gate Bank
Industry Banking
Experience
West Gate Bank May 2014 - Present
West Gate Bank May 2011 - Present
Morgan Stanley Smith Barney January 2011 - April 2011
Skills
Financial Analysis, Credit Analysis, Financial Statement..., Commercial Lending, Banking, Loans, Microsoft Excel, Portfolio Management, Analysis, Management, Credit, Commercial Banking, Finance, Consumer Lending
Education
University of Nebraska-Lincoln 2007 — 2011
Bachelors of Science in Business Administration, Finance
West Gate Bank May 2014 - Present
West Gate Bank May 2011 - Present
Morgan Stanley Smith Barney January 2011 - April 2011
Skills
Financial Analysis, Credit Analysis, Financial Statement..., Commercial Lending, Banking, Loans, Microsoft Excel, Portfolio Management, Analysis, Management, Credit, Commercial Banking, Finance, Consumer Lending
Education
University of Nebraska-Lincoln 2007 — 2011
Bachelors of Science in Business Administration, Finance
Benjamen Lambert Benjamen Lambert's Morgan Stanley Smith Barney Experience 2004 - 2005
Job Algorithmic Trader at Caherciveen Partners
Industry Capital Markets
Experience
Caherciveen Partners January 2014 - Present
Broad Oak Capital Advisors July 2011 - Present
Sun Trading LLC May 2007 - June 2011
Citi May 2005 - May 2007
Morgan Stanley Smith Barney 2004 - 2005
Skills
Bloomberg, KDB, C++, VBA, Trading Strategies, Trading, Linux, High Frequency Trading, Proprietary Trading, Foreign Exchange, Low Latency, Statistical Arbitrage, Network Engineering, R, FX Spot, Cisco IOS, Cisco Technologies, Python, FX Derivatives, Electronic Trading, Trading Systems, Market Making, FX trading, Cisco Routers, Network Administration
Education
Washington University in St. Louis 2002 — 2005
BS, Economics
University of Missouri-Columbia 2001 — 2002
Caherciveen Partners January 2014 - Present
Broad Oak Capital Advisors July 2011 - Present
Sun Trading LLC May 2007 - June 2011
Citi May 2005 - May 2007
Morgan Stanley Smith Barney 2004 - 2005
Skills
Bloomberg, KDB, C++, VBA, Trading Strategies, Trading, Linux, High Frequency Trading, Proprietary Trading, Foreign Exchange, Low Latency, Statistical Arbitrage, Network Engineering, R, FX Spot, Cisco IOS, Cisco Technologies, Python, FX Derivatives, Electronic Trading, Trading Systems, Market Making, FX trading, Cisco Routers, Network Administration
Education
Washington University in St. Louis 2002 — 2005
BS, Economics
University of Missouri-Columbia 2001 — 2002
Christina Finkel's Morgan Stanley Smith Barney Experience May 2011 - August 2011
Job Financial Development Program Analyst at Baxter International Inc.
Industry Pharmaceuticals
Experience
Baxter International Inc. July 2013 - Present
Baxter International Inc. June 2013 - August 2013
Morgan Stanley Smith Barney May 2011 - August 2011
Skills
Process Improvement
Education
University of Notre Dame - Mendoza College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Montville High School 2005 — 2009
Baxter International Inc. July 2013 - Present
Baxter International Inc. June 2013 - August 2013
Morgan Stanley Smith Barney May 2011 - August 2011
Skills
Process Improvement
Education
University of Notre Dame - Mendoza College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Montville High School 2005 — 2009
Kathleen Drake Kathleen Drake's Morgan Stanley Smith Barney Experience June 1994 - May 2009
Job Financial Advisor, Associate Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2009 - Present
Morgan Stanley Smith Barney June 1994 - May 2009
Education
University of Northern Colorado 1977 — 1981
BS, Business Administration
Ameriprise Financial Services, Inc. May 2009 - Present
Morgan Stanley Smith Barney June 1994 - May 2009
Education
University of Northern Colorado 1977 — 1981
BS, Business Administration
Shelley Guerin Shelley Guerin's Morgan Stanley Smith Barney Experience February 2002 - April 2005
Job Client Services Manager at Bowman Financial Group, LLC
Industry Financial Services
Experience
Bowman Financial Group, LLC June 2014 - Present
BFB (Burns-Fazzi, Brock & Associates) December 2012 - June 2014
Davis Williams Wealth Management April 2005 - December 2012
Morgan Stanley Smith Barney February 2002 - April 2005
Skills
Retirement Planning, Series 7, Investments, Financial Services, Wealth Management, Insurance, Retirement, Series 63, Marketing, Customer Service, Financial Analysis, Process Improvement, FINRA, RFP, Qualified Retirement..., 401k, Defined Contribution, Defined Benefit, 457 Plans, Life Insurance
Education
University of North Carolina at Chapel Hill 1996 — 2000
Bachelor of Science, Business Administration
Bowman Financial Group, LLC June 2014 - Present
BFB (Burns-Fazzi, Brock & Associates) December 2012 - June 2014
Davis Williams Wealth Management April 2005 - December 2012
Morgan Stanley Smith Barney February 2002 - April 2005
Skills
Retirement Planning, Series 7, Investments, Financial Services, Wealth Management, Insurance, Retirement, Series 63, Marketing, Customer Service, Financial Analysis, Process Improvement, FINRA, RFP, Qualified Retirement..., 401k, Defined Contribution, Defined Benefit, 457 Plans, Life Insurance
Education
University of North Carolina at Chapel Hill 1996 — 2000
Bachelor of Science, Business Administration
Kevin Dausch Kevin Dausch's Morgan Stanley Smith Barney Experience May 2003 - August 2005
Job Vice President Regional Manager at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein February 2011 - Present
AllianceBernstein March 2010 - February 2011
AllianceBernstein June 2008 - March 2010
Lincoln Financial Group August 2005 - June 2008
Morgan Stanley Smith Barney May 2003 - August 2005
Skills
Investments, Mutual Funds, Retirement Planning, Series 7, Capital Markets, Asset Allocation
Education
University of New Hampshire - Whittemore School of Business and Economics 2001 — 2005
Economics
AllianceBernstein February 2011 - Present
AllianceBernstein March 2010 - February 2011
AllianceBernstein June 2008 - March 2010
Lincoln Financial Group August 2005 - June 2008
Morgan Stanley Smith Barney May 2003 - August 2005
Skills
Investments, Mutual Funds, Retirement Planning, Series 7, Capital Markets, Asset Allocation
Education
University of New Hampshire - Whittemore School of Business and Economics 2001 — 2005
Economics
Erik Allison, AIF® Erik Allison, AIF®'s Morgan Stanley Smith Barney Experience 2010 - 2010
Job Founder & CEO at EA Wealth Management
Industry Investment Management
Experience
EA Wealth Management March 2015 - Present
Fountainhead Wealth December 2013 - 2015
Cambridge Investment Research December 2013 - 2015
United Capital Financial Partners, Inc October 2010 - November 2013
Girard Securities October 2010 - November 2013
Morgan Stanley Smith Barney 2010 - 2010
Investment Advisors International 2008 - 2010
Skills
Investments, Investment Management, Retirement Planning, Investment Advisory, Retirement, Wealth Management, Wealth, Asset Allocation, Wealth Management..., Series 7, Mutual Funds, Fixed Annuities, FINRA, IRAs, Financial Planners, 401k, Securities, ETFs, Strategic Financial..., Estate Planning, Investment Strategies, Retirement Plan..., Asset Management, Series 63, Finance, Financial Advisory, Series 65, Alternative Investments, High Net Worth..., Roth IRA, Wealth Accumulation, Personal Financial...
Education
University of Missouri-Columbia
Business Administration & Finance
William Woods University
Business Administration & Finance
George Jenkins High School
4.0
EA Wealth Management March 2015 - Present
Fountainhead Wealth December 2013 - 2015
Cambridge Investment Research December 2013 - 2015
United Capital Financial Partners, Inc October 2010 - November 2013
Girard Securities October 2010 - November 2013
Morgan Stanley Smith Barney 2010 - 2010
Investment Advisors International 2008 - 2010
Skills
Investments, Investment Management, Retirement Planning, Investment Advisory, Retirement, Wealth Management, Wealth, Asset Allocation, Wealth Management..., Series 7, Mutual Funds, Fixed Annuities, FINRA, IRAs, Financial Planners, 401k, Securities, ETFs, Strategic Financial..., Estate Planning, Investment Strategies, Retirement Plan..., Asset Management, Series 63, Finance, Financial Advisory, Series 65, Alternative Investments, High Net Worth..., Roth IRA, Wealth Accumulation, Personal Financial...
Education
University of Missouri-Columbia
Business Administration & Finance
William Woods University
Business Administration & Finance
George Jenkins High School
4.0
Peter Prunty's Morgan Stanley Smith Barney Experience January 2000 - March 2011
Job Head of Institutional Consulting at UBS Financial Services
Industry Investment Management
Experience
UBS Financial Services September 2012 - Present
Morgan Stanley Investment Management March 2011 - September 2012
Morgan Stanley Smith Barney January 2000 - March 2011
web401k.com January 1998 - December 1999
Cantor Fitzgerald May 1996 - December 1997
Skills
Alternative Investments, Asset Managment, Defined Contribution, Due Diligence, ERISA, Financial Modeling, Financial Services, Institutional, Investment Management, Private Equity, Product Management, Retirement, Retirement Planning, Sales, Asset Management, Bloomberg, Business Development, Defined Benefit
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance
University of Notre Dame 1992 — 1996
BBA, Finance, Philosophy
UBS Financial Services September 2012 - Present
Morgan Stanley Investment Management March 2011 - September 2012
Morgan Stanley Smith Barney January 2000 - March 2011
web401k.com January 1998 - December 1999
Cantor Fitzgerald May 1996 - December 1997
Skills
Alternative Investments, Asset Managment, Defined Contribution, Due Diligence, ERISA, Financial Modeling, Financial Services, Institutional, Investment Management, Private Equity, Product Management, Retirement, Retirement Planning, Sales, Asset Management, Bloomberg, Business Development, Defined Benefit
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance
University of Notre Dame 1992 — 1996
BBA, Finance, Philosophy
Steve B's Morgan Stanley Smith Barney Experience May 2008 - June 2010
Job Account Manager at Graphic Products
Industry Business Supplies and Equipment
Experience
Graphic Products November 2011 - Present
The Craftsman Inn Moro October 2012 - Present
1st Team Financial, LLC June 2010 - May 2012
Morgan Stanley Smith Barney May 2008 - June 2010
HardwarePartners.com October 2002 - May 2008
Full Market Value January 2002 - October 2002
VCommerce April 2001 - October 2001
Enron Broadband Services 1998 - 2000
National Football League 1984 - 1989
Skills
Selling, Investments, Management, Wealth Management, Networking, Competitive Analysis
Education
University of Oregon 1979 — 1984
Bachelor’s Degree, Psychology
Grant Union High School 1976 — 1979
Prometric Schools 2006 — 2006
Series 7 & 66, Financial Services
Graphic Products November 2011 - Present
The Craftsman Inn Moro October 2012 - Present
1st Team Financial, LLC June 2010 - May 2012
Morgan Stanley Smith Barney May 2008 - June 2010
HardwarePartners.com October 2002 - May 2008
Full Market Value January 2002 - October 2002
VCommerce April 2001 - October 2001
Enron Broadband Services 1998 - 2000
National Football League 1984 - 1989
Skills
Selling, Investments, Management, Wealth Management, Networking, Competitive Analysis
Education
University of Oregon 1979 — 1984
Bachelor’s Degree, Psychology
Grant Union High School 1976 — 1979
Prometric Schools 2006 — 2006
Series 7 & 66, Financial Services
Chip Lanser's Morgan Stanley Smith Barney Experience June 2010 - October 2010
Job Fixed Income Sales Credit Suisse
Industry Financial Services
Experience
Credit Suisse October 2010 - Present
Morgan Stanley Smith Barney June 2010 - October 2010
Skills
Series 7, Bloomberg, Fixed Income, Series 63, MBS, Bloomberg Terminal, Bonds, Structured Products, Credit, Hedge Funds, Capital Markets, Investments, Equities, Banking
Education
Georgia Institute of Technology 2013 — 2015
Master of Business Administration (MBA)
University of Notre Dame 2006 — 2010
Bachelor, Political Science
Credit Suisse October 2010 - Present
Morgan Stanley Smith Barney June 2010 - October 2010
Skills
Series 7, Bloomberg, Fixed Income, Series 63, MBS, Bloomberg Terminal, Bonds, Structured Products, Credit, Hedge Funds, Capital Markets, Investments, Equities, Banking
Education
Georgia Institute of Technology 2013 — 2015
Master of Business Administration (MBA)
University of Notre Dame 2006 — 2010
Bachelor, Political Science
Neil Knutson Neil Knutson's Morgan Stanley Smith Barney Experience June 2005 - January 2009
Job Project Leader Delta Technology at Delta Air Lines
Industry Airlines/Aviation
Experience
Delta Air Lines January 2015 - Present
Delta Air Lines July 2012 - January 2015
UBS Wealth Management January 2009 - May 2012
Morgan Stanley Smith Barney June 2005 - January 2009
Education
University of Minnesota-Twin Cities 2009 — 2012
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison 2001 — 2005
Bachelor's Degree
Delta Air Lines January 2015 - Present
Delta Air Lines July 2012 - January 2015
UBS Wealth Management January 2009 - May 2012
Morgan Stanley Smith Barney June 2005 - January 2009
Education
University of Minnesota-Twin Cities 2009 — 2012
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison 2001 — 2005
Bachelor's Degree
Michael E. Ostdiek Michael E. Ostdiek's Morgan Stanley Smith Barney Experience 2008 - 2008
Job Regional Director at Modern Woodmen of America
Industry Financial Services
Experience
Modern Woodmen of America September 2010 - Present
Farm Bureau Financial Services 2009 - 2010
Morgan Stanley Smith Barney 2008 - 2008
Northwestern Mutual 2004 - 2005
Skills
Financial Services, Wealth Management, Risk Management, College Savings Plans, College Recruiting, Strategic Financial..., Recruiting, Training, IRAs, Retirement Planning, Investments, Management, Variable Annuities, Employee Benefits, Life Insurance, Leadership, Financial Advisory, 401k, Long Term Care Insurance, Retirement, Long-term Care, 401k Rollovers, Disability Insurance, Roth IRA, Estate Planning, Wealth Accumulation, 529 Plans, Securities, Fundraising, Financial Planning, Relationship-builder..., Financial Training, Sales Recruitment, Mutual Funds, Finance, Small Business, Team Building, Customer Service, Strategic Planning
Education
University of Nebraska-Lincoln 2000 — 2004
Business Finance, Economics and Finance
Lawrence High School 1997 — 2000
Modern Woodmen of America September 2010 - Present
Farm Bureau Financial Services 2009 - 2010
Morgan Stanley Smith Barney 2008 - 2008
Northwestern Mutual 2004 - 2005
Skills
Financial Services, Wealth Management, Risk Management, College Savings Plans, College Recruiting, Strategic Financial..., Recruiting, Training, IRAs, Retirement Planning, Investments, Management, Variable Annuities, Employee Benefits, Life Insurance, Leadership, Financial Advisory, 401k, Long Term Care Insurance, Retirement, Long-term Care, 401k Rollovers, Disability Insurance, Roth IRA, Estate Planning, Wealth Accumulation, 529 Plans, Securities, Fundraising, Financial Planning, Relationship-builder..., Financial Training, Sales Recruitment, Mutual Funds, Finance, Small Business, Team Building, Customer Service, Strategic Planning
Education
University of Nebraska-Lincoln 2000 — 2004
Business Finance, Economics and Finance
Lawrence High School 1997 — 2000
David Shores David Shores's Morgan Stanley Smith Barney Experience June 2007 - October 2012
Job Financial Advisor, Senior Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2012 - Present
Kailua Chamber of Commerce January 2014 - Present
Hawaiian Islands Land Trust 2011 - 2014
Morgan Stanley Smith Barney June 2007 - October 2012
Education
University of Missouri-Saint Louis 1994 — 1996
Master of Science (MS), Conservation Biology
Washington University in St. Louis 1963 — 1967
BSBA, Finance
Ameriprise Financial Services, Inc. 2012 - Present
Kailua Chamber of Commerce January 2014 - Present
Hawaiian Islands Land Trust 2011 - 2014
Morgan Stanley Smith Barney June 2007 - October 2012
Education
University of Missouri-Saint Louis 1994 — 1996
Master of Science (MS), Conservation Biology
Washington University in St. Louis 1963 — 1967
BSBA, Finance
Shannon Young's Morgan Stanley Smith Barney Experience April 2009 - November 2010
Job Manager at Wine Hopper Tours
Industry Broadcast Media
Experience
Rogue Wilderness Adventures April 2015 - Present
Wine Hopper Tours April 2015 - Present
The Wolf 105.1 / Radio Medford November 2012 - May 2015
Butler Automotive Group November 2010 - November 2014
Southern Oregon Live / Radio Medford November 2010 - November 2012
Morgan Stanley Smith Barney April 2009 - November 2010
KTVL Channel 10 Television December 2005 - April 2009
WDBJ7 August 2000 - December 2005
KTVL-News Channel 10 May 1991 - July 2000
JetStream Weather May 1991 - September 1993
Skills
Corporate Videos, Broadcast, Commercials, Producing, Videography, Public Relations, Journalism, Writing, Media Relations, Television, Public Speaking, Social Media Marketing, Video Editing, Facebook, Social Networking, Copywriting, New Media, Photography, Event Planning, Fundraising, Nonprofits, Online Advertising, Copy Editing, Marketing Strategy, Radio, Advertising, Digital Media, Marketing, Community Development, Event Management, Non-profits, Editing, Marketing Communications, Online Marketing, Social Media, Strategic Communications, Video Production, Blogging, Publicity, Video, Web Content, Newsletters, News Writing, Broadcast Journalism, Crisis Communications, Corporate Communications, Storytelling, Multimedia, Email Marketing, Speech Writing
Education
Southern Oregon University 1991 — 1994
Bachelor of Science (BS), Human Communication
University of Oregon 1989 — 1991
Pre-law
Rogue Wilderness Adventures April 2015 - Present
Wine Hopper Tours April 2015 - Present
The Wolf 105.1 / Radio Medford November 2012 - May 2015
Butler Automotive Group November 2010 - November 2014
Southern Oregon Live / Radio Medford November 2010 - November 2012
Morgan Stanley Smith Barney April 2009 - November 2010
KTVL Channel 10 Television December 2005 - April 2009
WDBJ7 August 2000 - December 2005
KTVL-News Channel 10 May 1991 - July 2000
JetStream Weather May 1991 - September 1993
Skills
Corporate Videos, Broadcast, Commercials, Producing, Videography, Public Relations, Journalism, Writing, Media Relations, Television, Public Speaking, Social Media Marketing, Video Editing, Facebook, Social Networking, Copywriting, New Media, Photography, Event Planning, Fundraising, Nonprofits, Online Advertising, Copy Editing, Marketing Strategy, Radio, Advertising, Digital Media, Marketing, Community Development, Event Management, Non-profits, Editing, Marketing Communications, Online Marketing, Social Media, Strategic Communications, Video Production, Blogging, Publicity, Video, Web Content, Newsletters, News Writing, Broadcast Journalism, Crisis Communications, Corporate Communications, Storytelling, Multimedia, Email Marketing, Speech Writing
Education
Southern Oregon University 1991 — 1994
Bachelor of Science (BS), Human Communication
University of Oregon 1989 — 1991
Pre-law
Hali Dengenis's Morgan Stanley Smith Barney Experience July 2011 - August 2011
Job Client Success Associate, Global Market at Virgin Pulse
Industry Sports
Experience
Virgin Pulse August 2015 - Present
Virgin Pulse January 2015 - August 2015
Virgin Pulse September 2013 - January 2015
Virgin Pulse May 2013 - August 2013
Conventures, Inc. January 2013 - May 2013
Synchro Ltd. May 2012 - January 2013
Morgan Stanley Smith Barney July 2011 - August 2011
Bridgeport Soundtigers May 2011 - July 2011
Matrix Alliance May 2010 - September 2010
Gut Reaction Tennis May 2009 - September 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Photoshop, Research, Social Media, Leadership, Market Research, Sales, New Business Development, Marketing, Blogging, Event Planning, Advertising, Press Releases, Event Management, Social Media Marketing, Facebook, SEO, Sponsorship
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
Bachelor of Science (B.S.), Business Administration: International Business and Economics, GPA 3.5
Victoria University of Wellington 2012 — 2012
Study Abroad, International Business and Economics, GPA 3.75
University of Sydney 2010 — 2010
Study Abroad, Liberal Arts and Sciences, GPA 3.25
Virgin Pulse August 2015 - Present
Virgin Pulse January 2015 - August 2015
Virgin Pulse September 2013 - January 2015
Virgin Pulse May 2013 - August 2013
Conventures, Inc. January 2013 - May 2013
Synchro Ltd. May 2012 - January 2013
Morgan Stanley Smith Barney July 2011 - August 2011
Bridgeport Soundtigers May 2011 - July 2011
Matrix Alliance May 2010 - September 2010
Gut Reaction Tennis May 2009 - September 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Photoshop, Research, Social Media, Leadership, Market Research, Sales, New Business Development, Marketing, Blogging, Event Planning, Advertising, Press Releases, Event Management, Social Media Marketing, Facebook, SEO, Sponsorship
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
Bachelor of Science (B.S.), Business Administration: International Business and Economics, GPA 3.5
Victoria University of Wellington 2012 — 2012
Study Abroad, International Business and Economics, GPA 3.75
University of Sydney 2010 — 2010
Study Abroad, Liberal Arts and Sciences, GPA 3.25
Brian Hein Brian Hein's Morgan Stanley Smith Barney Experience November 1989 - January 2012
Job Director | Partner | CIMA®, CRPS®, C(k)P™, GFS | Hightower | Retirement Plan Consulting
Industry Financial Services
Experience
HighTower January 2012 - Present
Morgan Stanley Smith Barney November 1989 - January 2012
Austin Realty 1986 - 1987
Maniktala 1984 - 1986
Skills
Retirement Plan..., Fiduciary, 401k, Defined Contribution, Pensions, Defined Benefit, Investment Advisory, Portfolio Management, Mutual Funds, Investments, Retirement, Retirement Planning, Equities, Asset Allocation, Financial Advisory, Wealth Management, Fixed Income, Series 7, Securities, Investment Strategies, Financial Planners, Finance, Series 63, Financial Services, Alternative Investments, Asset Management, Fixed Annuities, Risk Management, Investment Management, Wealth, Business Planning, Strategic Financial..., Banking, Wealth Management..., ETFs, Series 24, FINRA, Financial Planning
Education
University of Nebraska-Lincoln 1984 — 1986
Computer Science / Electrical Engineering
Southeast College - Nebraska 1982 — 1984
Associate of Applied Science, Architectural - Engineering Technology
HighTower January 2012 - Present
Morgan Stanley Smith Barney November 1989 - January 2012
Austin Realty 1986 - 1987
Maniktala 1984 - 1986
Skills
Retirement Plan..., Fiduciary, 401k, Defined Contribution, Pensions, Defined Benefit, Investment Advisory, Portfolio Management, Mutual Funds, Investments, Retirement, Retirement Planning, Equities, Asset Allocation, Financial Advisory, Wealth Management, Fixed Income, Series 7, Securities, Investment Strategies, Financial Planners, Finance, Series 63, Financial Services, Alternative Investments, Asset Management, Fixed Annuities, Risk Management, Investment Management, Wealth, Business Planning, Strategic Financial..., Banking, Wealth Management..., ETFs, Series 24, FINRA, Financial Planning
Education
University of Nebraska-Lincoln 1984 — 1986
Computer Science / Electrical Engineering
Southeast College - Nebraska 1982 — 1984
Associate of Applied Science, Architectural - Engineering Technology
Matt Rose, CFP®, CRPS® Matt Rose, CFP®, CRPS®'s Morgan Stanley Smith Barney Experience January 1999 - January 2013
Job First Vice President Financial Advisor, Senior Portfolio Manager Portfolio Focus at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management January 2013 - Present
Morgan Stanley Smith Barney January 1999 - January 2013
Education
University of Nebraska-Lincoln 1993 — 1998
Bachelor of Science in Business Administration, Finance
RBC Wealth Management January 2013 - Present
Morgan Stanley Smith Barney January 1999 - January 2013
Education
University of Nebraska-Lincoln 1993 — 1998
Bachelor of Science in Business Administration, Finance
Morgan Koder's Morgan Stanley Smith Barney Experience May 2012 - August 2012
Job Corporate Sales Representative at ShareFile
Industry Computer Software
Experience
ShareFile September 2013 - Present
ShareFile June 2013 - August 2013
Morgan Stanley Smith Barney May 2012 - August 2012
Teddy, Meekins, & Talbert P.L.L.C. May 2012 - August 2012
Teddy, Meekins, & Talbert P.L.L.C. June 2011 - August 2011
Teddy, Meekins, & Talbert P.L.L.C. June 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Teamwork, Social Media, Legal Writing, Economics, English, Customer Service, Financial Analysis, Public Speaking, Data Analysis, Stata, Statistics, Team Leadership, Market Research, Sales, Sales Process, SaaS, SMB Sales, Customer Oriented, Organization, Highly detail oriented, Image Editing, Leadership, Event Planning, Social Networking, Cold Calling, Office Administration, Outlook, Music, File Transfer, Organization Skills, Interpersonal..., Budgeting, Reporting & Analysis, SoundCloud
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Arts (BA), Economics
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Arts (BA), Political Science
ShareFile September 2013 - Present
ShareFile June 2013 - August 2013
Morgan Stanley Smith Barney May 2012 - August 2012
Teddy, Meekins, & Talbert P.L.L.C. May 2012 - August 2012
Teddy, Meekins, & Talbert P.L.L.C. June 2011 - August 2011
Teddy, Meekins, & Talbert P.L.L.C. June 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Teamwork, Social Media, Legal Writing, Economics, English, Customer Service, Financial Analysis, Public Speaking, Data Analysis, Stata, Statistics, Team Leadership, Market Research, Sales, Sales Process, SaaS, SMB Sales, Customer Oriented, Organization, Highly detail oriented, Image Editing, Leadership, Event Planning, Social Networking, Cold Calling, Office Administration, Outlook, Music, File Transfer, Organization Skills, Interpersonal..., Budgeting, Reporting & Analysis, SoundCloud
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Arts (BA), Economics
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Arts (BA), Political Science
Chase Anderson Chase Anderson's Morgan Stanley Smith Barney Experience March 2010 - July 2010
Job Young Business Professional
Industry Financial Services
Experience
Enterprise Rent-A-Car January 2013 - October 2013
Northwestern Mutual August 2012 - December 2012
Morgan Stanley Smith Barney March 2010 - July 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Life Insurance, Strategic Financial..., Microsoft Word, Sales, Finance, Retirement Planning, Financial Accounting, Retirement, Risk Management, Investments, Management
Education
North Georgia College and State University 2009 — 2012
Bachelor of Science (BS), Finance
Mill Creek High School 2004 — 2008
Enterprise Rent-A-Car January 2013 - October 2013
Northwestern Mutual August 2012 - December 2012
Morgan Stanley Smith Barney March 2010 - July 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Life Insurance, Strategic Financial..., Microsoft Word, Sales, Finance, Retirement Planning, Financial Accounting, Retirement, Risk Management, Investments, Management
Education
North Georgia College and State University 2009 — 2012
Bachelor of Science (BS), Finance
Mill Creek High School 2004 — 2008
Heather Wendell Heather Wendell's Morgan Stanley Smith Barney Experience January 2012 - February 2013
Job Operations Manager, Financial Advisor Batie Investment Group LLC Foothill Securities Inc., Member FINRA & SIPC
Industry Financial Services
Experience
Foothill Securities, Member FINRA and SIPC, Cue Financial Group, Inc., Registered Investment Adviser February 2013 - Present
Morgan Stanley Smith Barney January 2012 - February 2013
Morgan Stanley Smith Barney February 2006 - January 2012
Essential Financial Planning August 2005 - February 2006
Curbstone Financial Management Corporation April 1998 - August 2005
Waddell & Reed April 1998 - July 1998
Skills
Strategic Financial..., Retirement Planning, Series 7, Investments, Mutual Funds, Series 63, Asset Allocation, Equities, Series 65, Series 24, Financial Advisory, Portfolio Management, Finance
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1993 — 1997
Bachelor of Science (B.S.), Business/Managerial Economics
Foothill Securities, Member FINRA and SIPC, Cue Financial Group, Inc., Registered Investment Adviser February 2013 - Present
Morgan Stanley Smith Barney January 2012 - February 2013
Morgan Stanley Smith Barney February 2006 - January 2012
Essential Financial Planning August 2005 - February 2006
Curbstone Financial Management Corporation April 1998 - August 2005
Waddell & Reed April 1998 - July 1998
Skills
Strategic Financial..., Retirement Planning, Series 7, Investments, Mutual Funds, Series 63, Asset Allocation, Equities, Series 65, Series 24, Financial Advisory, Portfolio Management, Finance
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1993 — 1997
Bachelor of Science (B.S.), Business/Managerial Economics
Lucille Denos Lucille Denos's Morgan Stanley Smith Barney Experience October 2000 - June 2010
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. July 2010 - Present
Morgan Stanley Smith Barney October 2000 - June 2010
Education
University of New Hampshire-Manchester 1980 — 1984
New England Aeronautical Institute 1977 — 1980
Aviation Consumer Management
UBS Financial Services Inc. July 2010 - Present
Morgan Stanley Smith Barney October 2000 - June 2010
Education
University of New Hampshire-Manchester 1980 — 1984
New England Aeronautical Institute 1977 — 1980
Aviation Consumer Management
Michael Arner Michael Arner's Morgan Stanley Smith Barney Experience June 2010 - August 2011
Job Corporate Services Financial Consultant at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation April 2013 - Present
Fidelity Investments March 2012 - April 2013
Morgan Stanley Smith Barney June 2010 - August 2011
Principal Financial Group January 2006 - June 2009
UBS January 2000 - December 2005
Piper Glen Golf Club 1996 - 1999
Skills
Retirement Planning, Investments, 401k, Insurance, Retirement, Wealth Management, 401k Rollovers, Mutual Funds, Account Management, Public Speaking, Securities, Wealth, Risk Management, Estate Planning, Portfolio Management, Equities, Trusts, Business Relationship..., Asset Management, Financial Planning, Annuities, Long Term Care, business development, Account Executive, Territory, Series 7, Series 63, Series 65, Finance, Investment Strategies, Sales, Relationship Management, Financial Services, Strategic Planning, Investment Management, Team Building, Marketing, Marketing Strategy, Leadership, Business Planning
Education
University of North Carolina at Charlotte - Belk College of Business 1996 — 2000
Finance
Stuarts Draft High School 1990 — 1993
E*TRADE Financial Corporation April 2013 - Present
Fidelity Investments March 2012 - April 2013
Morgan Stanley Smith Barney June 2010 - August 2011
Principal Financial Group January 2006 - June 2009
UBS January 2000 - December 2005
Piper Glen Golf Club 1996 - 1999
Skills
Retirement Planning, Investments, 401k, Insurance, Retirement, Wealth Management, 401k Rollovers, Mutual Funds, Account Management, Public Speaking, Securities, Wealth, Risk Management, Estate Planning, Portfolio Management, Equities, Trusts, Business Relationship..., Asset Management, Financial Planning, Annuities, Long Term Care, business development, Account Executive, Territory, Series 7, Series 63, Series 65, Finance, Investment Strategies, Sales, Relationship Management, Financial Services, Strategic Planning, Investment Management, Team Building, Marketing, Marketing Strategy, Leadership, Business Planning
Education
University of North Carolina at Charlotte - Belk College of Business 1996 — 2000
Finance
Stuarts Draft High School 1990 — 1993
Hannah Ahmed, CFP®'s Morgan Stanley Smith Barney Experience January 2011 - September 2012
Job Investment Counselor
Industry Investment Management
Experience
Fisher Investments September 2012 - Present
Morgan Stanley Smith Barney January 2011 - September 2012
UBS Wealth Management April 2007 - January 2011
Smith Barney April 2005 - April 2007
Skills
Strategic Financial..., Retirement Plan..., Qualified Retirement..., Socially Responsible..., Philanthropy, Building Relationships, Financial Analysis, Risk Management, Investment Strategies, Fixed Income Strategies, Income Protection, Cash Flow Forecasting, Alternative Investments, Retirement Planning, Estate Planning, Financial Coaching, Budget Process, Proposal Writing, Online Research, Marketing Strategy, Business Development, 401k, 401k Rollovers, Financial Services, Event Planning, Asset Management
Education
Harvard University 2000 — 2004
BA, English and Environmental Science
The University of Montana 1997 — 1999
Piano Performance and Environmental Science
Fisher Investments September 2012 - Present
Morgan Stanley Smith Barney January 2011 - September 2012
UBS Wealth Management April 2007 - January 2011
Smith Barney April 2005 - April 2007
Skills
Strategic Financial..., Retirement Plan..., Qualified Retirement..., Socially Responsible..., Philanthropy, Building Relationships, Financial Analysis, Risk Management, Investment Strategies, Fixed Income Strategies, Income Protection, Cash Flow Forecasting, Alternative Investments, Retirement Planning, Estate Planning, Financial Coaching, Budget Process, Proposal Writing, Online Research, Marketing Strategy, Business Development, 401k, 401k Rollovers, Financial Services, Event Planning, Asset Management
Education
Harvard University 2000 — 2004
BA, English and Environmental Science
The University of Montana 1997 — 1999
Piano Performance and Environmental Science
Bruce Keller Bruce Keller's Morgan Stanley Smith Barney Experience March 2010 - March 2011
Job Resident Delivery Person/Relief Operator
Industry Oil & Energy
Experience
Buckeye Partners March 2013 - Present
G & E Classic Hardwood Floors May 2011 - February 2013
Morgan Stanley Smith Barney March 2010 - March 2011
Bucks County Hardwood Floor Company, LLC July 2003 - September 2010
Dun & Bradstreet July 1998 - July 2003
Medical Concepts Equipment Company January 1988 - June 1998
Skills
Sales, Flooring, Strategic Planning, Estate Planning, Residential Homes, Strategic Financial..., Process Improvement, Marketing, Leadership, Small Business, Project Planning, Insurance, Budgets, Finance, Team Building
Education
University of North Carolina at Charlotte 1984 — 1988
BA, Business Administration
Buckeye Partners March 2013 - Present
G & E Classic Hardwood Floors May 2011 - February 2013
Morgan Stanley Smith Barney March 2010 - March 2011
Bucks County Hardwood Floor Company, LLC July 2003 - September 2010
Dun & Bradstreet July 1998 - July 2003
Medical Concepts Equipment Company January 1988 - June 1998
Skills
Sales, Flooring, Strategic Planning, Estate Planning, Residential Homes, Strategic Financial..., Process Improvement, Marketing, Leadership, Small Business, Project Planning, Insurance, Budgets, Finance, Team Building
Education
University of North Carolina at Charlotte 1984 — 1988
BA, Business Administration
Mary Beth Wafer Mary Beth Wafer's Morgan Stanley Smith Barney Experience October 2009 - February 2010
Job Managing Director, Branch Complex Manager at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BBT Scott Stringfellow February 2010 - Present
Morgan Stanley Smith Barney October 2009 - February 2010
Smith Barney October 1998 - October 2009
Smith Barney October 1995 - October 1998
Skills
Wealth Management, Securities, Fixed Annuities, Mutual Funds, Financial Services, Series 7, Series 63, Asset Allocation, Leadership, Management, Life Insurance, Financial Advisory, Training, Wealth Management...
Education
University of North Carolina at Chapel Hill
BA, History
BBT Scott Stringfellow February 2010 - Present
Morgan Stanley Smith Barney October 2009 - February 2010
Smith Barney October 1998 - October 2009
Smith Barney October 1995 - October 1998
Skills
Wealth Management, Securities, Fixed Annuities, Mutual Funds, Financial Services, Series 7, Series 63, Asset Allocation, Leadership, Management, Life Insurance, Financial Advisory, Training, Wealth Management...
Education
University of North Carolina at Chapel Hill
BA, History
Lyons Joel Lyons Joel's Morgan Stanley Smith Barney Experience May 2012 - August 2012
Job Sales Consultant at TestPlant
Industry Information Technology and Services
Experience
TestPlant May 2015 - Present
ZL Technologies June 2013 - May 2015
Chapel Hill High School September 2011 - March 2013
Morgan Stanley Smith Barney May 2012 - August 2012
Pool Professionals of the Carolinas May 2011 - September 2011
SMG May 2011 - August 2011
Education
University of North Carolina at Chapel Hill
Management & Society
The Westminster Schools
TestPlant May 2015 - Present
ZL Technologies June 2013 - May 2015
Chapel Hill High School September 2011 - March 2013
Morgan Stanley Smith Barney May 2012 - August 2012
Pool Professionals of the Carolinas May 2011 - September 2011
SMG May 2011 - August 2011
Education
University of North Carolina at Chapel Hill
Management & Society
The Westminster Schools
Amber Lowe Amber Lowe's Morgan Stanley Smith Barney Experience February 2002 - June 2006
Job Student at University of LaVerne
Industry Higher Education
Experience
morgan stanley smith barney February 2002 - June 2006
Allstate insurance agency April 2001 - February 2002
Skills
Sales Management, commercial insurance, Financial Planning, Customer Service, computer operations, 10 Key, Multitasker, Quicken
Education
University of LaVerne 2011 — 2013
University of Oregon 1998 — 2001
Bachelor of Applied Science (B.A.Sc.), forensic psychology
morgan stanley smith barney February 2002 - June 2006
Allstate insurance agency April 2001 - February 2002
Skills
Sales Management, commercial insurance, Financial Planning, Customer Service, computer operations, 10 Key, Multitasker, Quicken
Education
University of LaVerne 2011 — 2013
University of Oregon 1998 — 2001
Bachelor of Applied Science (B.A.Sc.), forensic psychology
Chip Pegram Chip Pegram's Morgan Stanley Smith Barney Experience July 1989 - April 2003
Job Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2003 - Present
Morgan Stanley Smith Barney July 1989 - April 2003
Prudential Bache Securities June 1984 - July 1989
Education
UNC Charlotte
Wells Fargo Advisors April 2003 - Present
Morgan Stanley Smith Barney July 1989 - April 2003
Prudential Bache Securities June 1984 - July 1989
Education
UNC Charlotte
Brady Hampton's Morgan Stanley Smith Barney Experience September 2007 - November 2007
Job Procurement Specialist at Veritrue Components
Industry Accounting
Experience
Veritrue Components August 2015 - Present
Self Employed January 2012 - August 2015
Optima Tax Relief April 2013 - July 2015
Tax & Financial Group June 2012 - January 2013
Taxco Financial Services December 2010 - January 2012
Kirkland Green / B.A.S. October 2008 - September 2010
Morgan Stanley Smith Barney September 2007 - November 2007
Skills
Tax Preparation, Sales, Customer Service, Analysis, Negotiation, Tax, Financial Analysis, Finance, Bookkeeping, Auditing, Strategic Financial...
Education
University of Oregon 2004 — 2008
B.A., Finance
Marshfield High School 2000 — 2004
Bachelor of Arts (B.A.), Accounting and Finance
Veritrue Components August 2015 - Present
Self Employed January 2012 - August 2015
Optima Tax Relief April 2013 - July 2015
Tax & Financial Group June 2012 - January 2013
Taxco Financial Services December 2010 - January 2012
Kirkland Green / B.A.S. October 2008 - September 2010
Morgan Stanley Smith Barney September 2007 - November 2007
Skills
Tax Preparation, Sales, Customer Service, Analysis, Negotiation, Tax, Financial Analysis, Finance, Bookkeeping, Auditing, Strategic Financial...
Education
University of Oregon 2004 — 2008
B.A., Finance
Marshfield High School 2000 — 2004
Bachelor of Arts (B.A.), Accounting and Finance
Greg Cherry Greg Cherry's Morgan Stanley Smith Barney Experience May 2010 - June 2011
Job Senior Research Analyst at HNTB
Industry Financial Services
Experience
HNTB September 2013 - Present
Retirement Income Industry Association May 2008 - August 2013
Independent Research Consultancy July 2011 - December 2012
Morgan Stanley Smith Barney May 2010 - June 2011
Vigor November 2008 - May 2010
American Century Investments January 2004 - November 2008
American Century Investments October 2001 - December 2003
Skills
Product Development, Marketing Research, Segmentation, Competitive Intelligence, Product Management, Strategic Planning, Financial Analysis, Business Analysis, Trend Identification, Advertising Research, Consultative Selling, Retirement, Editing, Market Research, Marketing Strategy, Competitive Analysis, Market Analysis, Product Marketing, Business Strategy, New Business Development, Writing, Consumer Insights, Retirement Planning, Leadership, Selling, Project Management, Customer Insight, Financial Modeling, Forecasting, Investments, Integrated Marketing, Mergers & Acquisitions, Mutual Funds, Strategic Financial..., Finance, Financial Services, Due Diligence, Executive Management, Portfolio Management, Strategy
Education
University of Missouri-Kansas City 1984 — 1986
MBA, Marketing
University of Missouri-Kansas City 1975 — 1979
HNTB September 2013 - Present
Retirement Income Industry Association May 2008 - August 2013
Independent Research Consultancy July 2011 - December 2012
Morgan Stanley Smith Barney May 2010 - June 2011
Vigor November 2008 - May 2010
American Century Investments January 2004 - November 2008
American Century Investments October 2001 - December 2003
Skills
Product Development, Marketing Research, Segmentation, Competitive Intelligence, Product Management, Strategic Planning, Financial Analysis, Business Analysis, Trend Identification, Advertising Research, Consultative Selling, Retirement, Editing, Market Research, Marketing Strategy, Competitive Analysis, Market Analysis, Product Marketing, Business Strategy, New Business Development, Writing, Consumer Insights, Retirement Planning, Leadership, Selling, Project Management, Customer Insight, Financial Modeling, Forecasting, Investments, Integrated Marketing, Mergers & Acquisitions, Mutual Funds, Strategic Financial..., Finance, Financial Services, Due Diligence, Executive Management, Portfolio Management, Strategy
Education
University of Missouri-Kansas City 1984 — 1986
MBA, Marketing
University of Missouri-Kansas City 1975 — 1979
Brian Lusk's Morgan Stanley Smith Barney Experience May 2010 - May 2011
Job Portfolio Manager
Industry Real Estate
Experience
Wright Property Management March 2015 - Present
Konica Minolta Business Solutions U.S.A., Inc. May 2011 - May 2012
Morgan Stanley Smith Barney May 2010 - May 2011
Carty & Co., Inc. March 2008 - July 2009
Skills
Account Management, Cold Calling, Customer Service, Direct Sales, Leadership, Management, New Business Development, Sales Operations, Sales Presentations, Sales Process, Salesforce.com, Solution Selling
Education
University of Mississippi 2005 — 2007
BBA, Marketing
University of Mobile 2004 — 2005
Wright Property Management March 2015 - Present
Konica Minolta Business Solutions U.S.A., Inc. May 2011 - May 2012
Morgan Stanley Smith Barney May 2010 - May 2011
Carty & Co., Inc. March 2008 - July 2009
Skills
Account Management, Cold Calling, Customer Service, Direct Sales, Leadership, Management, New Business Development, Sales Operations, Sales Presentations, Sales Process, Salesforce.com, Solution Selling
Education
University of Mississippi 2005 — 2007
BBA, Marketing
University of Mobile 2004 — 2005
Cameron McClain Cameron McClain's Morgan Stanley Smith Barney Experience May 2009 - August 2009
Job Manager Corporate Sales at Citrix
Industry Environmental Services
Experience
ShareFile June 2014 - Present
ShareFile August 2013 - Present
PowerSecure April 2012 - July 2013
Firm Foundation Real Estate Investments LLC May 2009 - March 2012
Ninos de Guatemala October 2011 - December 2011
Reading Town English Academy September 2010 - August 2011
Genesis Home January 2010 - May 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Marketing Strategy, Data Analysis, Project Management, Microsoft Excel, Customer Service, Energy Efficiency, Sales, Sales Management
Education
University of North Carolina at Chapel Hill 2006 — 2010
BA, Economics
University of North Carolina at Chapel Hill 2006 — 2010
Bachelor of Arts (B.A.) in Economics, Economics
ShareFile June 2014 - Present
ShareFile August 2013 - Present
PowerSecure April 2012 - July 2013
Firm Foundation Real Estate Investments LLC May 2009 - March 2012
Ninos de Guatemala October 2011 - December 2011
Reading Town English Academy September 2010 - August 2011
Genesis Home January 2010 - May 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Marketing Strategy, Data Analysis, Project Management, Microsoft Excel, Customer Service, Energy Efficiency, Sales, Sales Management
Education
University of North Carolina at Chapel Hill 2006 — 2010
BA, Economics
University of North Carolina at Chapel Hill 2006 — 2010
Bachelor of Arts (B.A.) in Economics, Economics
Jennifer Tracey's Morgan Stanley Smith Barney Experience May 1999 - March 2003
Job Online Database Administrator
Industry Hospitality
Experience
Lodging Econometrics March 2008 - Present
Prime, Buchholz & Associates April 2003 - August 2007
Morgan Stanley Smith Barney May 1999 - March 2003
Education
University of New Hampshire - Whittemore School of Business and Economics 1993 — 1997
BS, Business Administration
Lodging Econometrics March 2008 - Present
Prime, Buchholz & Associates April 2003 - August 2007
Morgan Stanley Smith Barney May 1999 - March 2003
Education
University of New Hampshire - Whittemore School of Business and Economics 1993 — 1997
BS, Business Administration
Dina K. Ahten Dina K. Ahten's Morgan Stanley Smith Barney Experience May 2000 - September 2010
Job Compliance Manager Relationship Manager at Sapient Private Wealth Management
Industry Financial Services
Experience
Sapient Private Wealth Management September 2010 - Present
Morgan Stanley Smith Barney May 2000 - September 2010
Skills
Holds Series 7, 63, and...
Education
University of Oregon
Bachelor of Science (BS), Marine Biology and Geology
Sapient Private Wealth Management September 2010 - Present
Morgan Stanley Smith Barney May 2000 - September 2010
Skills
Holds Series 7, 63, and...
Education
University of Oregon
Bachelor of Science (BS), Marine Biology and Geology
Sheila McDonough's Morgan Stanley Smith Barney Experience January 1994 - February 2004
Job Business Manager at Socha Companies
Industry Real Estate
Experience
Socha Companies February 2004 - Present
Morgan Stanley Smith Barney January 1994 - February 2004
Skills
Strategic Planning, Finance, Nonprofits, Customer Service, Construction, Real Estate, Marketing, Financial Analysis, Construction Management, Portfolio Management, Budgets, Income Properties, Residential Income..., Multi-family Investment..., Banking, Team Building, Sales, Investments, Credit
Education
University of New Hampshire - Whittemore School of Business and Economics 1990 — 1994
Bachelor of Science, Business Administration
Socha Companies February 2004 - Present
Morgan Stanley Smith Barney January 1994 - February 2004
Skills
Strategic Planning, Finance, Nonprofits, Customer Service, Construction, Real Estate, Marketing, Financial Analysis, Construction Management, Portfolio Management, Budgets, Income Properties, Residential Income..., Multi-family Investment..., Banking, Team Building, Sales, Investments, Credit
Education
University of New Hampshire - Whittemore School of Business and Economics 1990 — 1994
Bachelor of Science, Business Administration
adam fleishman adam fleishman's Morgan Stanley Smith Barney Experience January 1999 - Present
Job Senior Portfolio Manager at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 1999 - Present
Morgan Stanley Smith Barney January 1995 - Present
Tradelink LLC August 1991 - January 1995
Skills
FX Options, Commodity, Alternative Investments, Portfolio Management, Derivatives, Asset Allocation, Wealth Management...
Education
UNC Chapel Hill 1989 — 1991
MBA, Finance
UNC Chapel Hill 1983 — 1987
BS, Business Administration
Morgan Stanley Smith Barney January 1999 - Present
Morgan Stanley Smith Barney January 1995 - Present
Tradelink LLC August 1991 - January 1995
Skills
FX Options, Commodity, Alternative Investments, Portfolio Management, Derivatives, Asset Allocation, Wealth Management...
Education
UNC Chapel Hill 1989 — 1991
MBA, Finance
UNC Chapel Hill 1983 — 1987
BS, Business Administration
Cindi O'Neil Cindi O'Neil's Morgan Stanley Smith Barney Experience June 1999 - July 2005
Job Vice President at SolAire Homebuilders
Industry Construction
Experience
SolAire Homebuilders October 2005 - Present
Morgan Stanley Smith Barney June 1999 - July 2005
Skills
Public Speaking, Budgets, Team Building, Strategic Planning, Leadership, Customer Service, Project Management, New Business Development, Marketing, Business Development, Small Business
Education
The University of Montana 1975 — 1978
Master of Science, Forest Ecology and Air Pollution Effects
SolAire Homebuilders October 2005 - Present
Morgan Stanley Smith Barney June 1999 - July 2005
Skills
Public Speaking, Budgets, Team Building, Strategic Planning, Leadership, Customer Service, Project Management, New Business Development, Marketing, Business Development, Small Business
Education
The University of Montana 1975 — 1978
Master of Science, Forest Ecology and Air Pollution Effects
Jason Hoofnagle, CFP® Jason Hoofnagle, CFP®'s Morgan Stanley Smith Barney Experience July 2003 - August 2012
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2012 - Present
Morgan Stanley Smith Barney July 2003 - August 2012
Merrill Lynch October 1999 - June 2003
Skills
Wealth Management, Investments, Mutual Funds, Asset Allocation, Alternative Investments, Portfolio Management, Retirement Planning, Investment Advisory, Investment Strategies, Securities, ETFs, 401k
Education
University of North Texas 1992 — 1998
Bachelor of Business Administration (B.B.A.), Finance
Wells Fargo Advisors, LLC August 2012 - Present
Morgan Stanley Smith Barney July 2003 - August 2012
Merrill Lynch October 1999 - June 2003
Skills
Wealth Management, Investments, Mutual Funds, Asset Allocation, Alternative Investments, Portfolio Management, Retirement Planning, Investment Advisory, Investment Strategies, Securities, ETFs, 401k
Education
University of North Texas 1992 — 1998
Bachelor of Business Administration (B.B.A.), Finance
Bill Hillis's Morgan Stanley Smith Barney Experience January 2010 - January 2011
Job EPS at Naval Air Systems Command (NAVAIR)
Industry Utilities
Experience
Naval Air Systems Command (NAVAIR) May 2015 - Present
Energy Analytics January 2000 - Present
United States Military Academy March 2012 - April 2014
Morgan Stanley Smith Barney January 2010 - January 2011
Association Of Energy Engineers 2007 - 2009
Siemens building technologies 2006 - 2009
Tek-Air Systems 1999 - 2000
Skills
Energy, Commodity Markets, Energy Efficiency, Commodity, Hedging, Energy Management, Trading, Renewable Energy, Natural Gas, Options, Risk Management, Sustainability, Project Management, Derivatives, Strategic Planning, Contract Negotiation, CRM, Business Development, Energy Conservation, Program Management, Management, Solar Energy, Alternative Energy
Education
University of Oklahoma
Naval Air Systems Command (NAVAIR) May 2015 - Present
Energy Analytics January 2000 - Present
United States Military Academy March 2012 - April 2014
Morgan Stanley Smith Barney January 2010 - January 2011
Association Of Energy Engineers 2007 - 2009
Siemens building technologies 2006 - 2009
Tek-Air Systems 1999 - 2000
Skills
Energy, Commodity Markets, Energy Efficiency, Commodity, Hedging, Energy Management, Trading, Renewable Energy, Natural Gas, Options, Risk Management, Sustainability, Project Management, Derivatives, Strategic Planning, Contract Negotiation, CRM, Business Development, Energy Conservation, Program Management, Management, Solar Energy, Alternative Energy
Education
University of Oklahoma
Reneé Aucoin's Morgan Stanley Smith Barney Experience February 2008 - July 2010
Job Owner at Aucoin Consulting
Industry Financial Services
Experience
Colonial Life December 2013 - Present
Aucoin Consulting September 2013 - Present
Capital One Financial Advisors June 2012 - September 2013
JPMorgan Chase June 2011 - June 2012
Morgan Stanley Smith Barney February 2008 - July 2010
Whitney National Bank February 2006 - February 2008
C&C Surveying, Inc August 2005 - December 2005
Skills
Wealth Management, Investments, Retirement Planning, Portfolio Management, Strategic Financial..., Financial Analysis, Estate Planning, Finance, Financial Services, Strategy
Education
University of New Orleans 2003 — 2005
Bachelor of Science, Finance; Banking
Colonial Life December 2013 - Present
Aucoin Consulting September 2013 - Present
Capital One Financial Advisors June 2012 - September 2013
JPMorgan Chase June 2011 - June 2012
Morgan Stanley Smith Barney February 2008 - July 2010
Whitney National Bank February 2006 - February 2008
C&C Surveying, Inc August 2005 - December 2005
Skills
Wealth Management, Investments, Retirement Planning, Portfolio Management, Strategic Financial..., Financial Analysis, Estate Planning, Finance, Financial Services, Strategy
Education
University of New Orleans 2003 — 2005
Bachelor of Science, Finance; Banking
Maureen Quigley Ragsdale Maureen Quigley Ragsdale's Morgan Stanley Smith Barney Experience April 2003 - November 2011
Job Senior Registered Client Associate
Industry Financial Services
Experience
Catholic HEART Workcamp June 2000 - Present
Morgan Stanley Smith Barney April 2003 - November 2011
Merrill Lynch 1991 - 2003
PaineWebber 1986 - 1991
Dean Witter 1981 - 1986
Education
University of Missouri-Columbia
University of Missouri-Saint Louis
Social Work
Catholic HEART Workcamp June 2000 - Present
Morgan Stanley Smith Barney April 2003 - November 2011
Merrill Lynch 1991 - 2003
PaineWebber 1986 - 1991
Dean Witter 1981 - 1986
Education
University of Missouri-Columbia
University of Missouri-Saint Louis
Social Work
Scott Courtney Scott Courtney's Morgan Stanley Smith Barney Experience 2004 - 2011
Job Consulting Engineer at Net Spectro LLC
Industry Financial Services
Experience
Columbus Consulting International June 2013 - Present
Net Spectro LLC January 2012 - Present
Morgan Stanley Smith Barney 2004 - 2011
Greenwich Technology Partners April 1999 - February 2004
Dow Jones Markets / Telerate February 1998 - March 1999
Albert Einstein College of Medicine September 1996 - January 1998
Skills
Networking, IT Management, Infrastructure, IT Operations, System Deployment, Shell Scripting, Firewalls, Unix Systems, DNS, Network Monitoring Tools
Education
AT&T Bell Laboratories and the University of New Mexico 1987 — 1989
Laser Spectroscopy / Biochemical Studies
University of Chicago 1982 — 1987
Doctor of Philosophy (Ph.D.), Physical Chemistry
University of Minnesota-Twin Cities 1977 — 1981
Bachelor's Degree, Chemistry
Columbus Consulting International June 2013 - Present
Net Spectro LLC January 2012 - Present
Morgan Stanley Smith Barney 2004 - 2011
Greenwich Technology Partners April 1999 - February 2004
Dow Jones Markets / Telerate February 1998 - March 1999
Albert Einstein College of Medicine September 1996 - January 1998
Skills
Networking, IT Management, Infrastructure, IT Operations, System Deployment, Shell Scripting, Firewalls, Unix Systems, DNS, Network Monitoring Tools
Education
AT&T Bell Laboratories and the University of New Mexico 1987 — 1989
Laser Spectroscopy / Biochemical Studies
University of Chicago 1982 — 1987
Doctor of Philosophy (Ph.D.), Physical Chemistry
University of Minnesota-Twin Cities 1977 — 1981
Bachelor's Degree, Chemistry
Tom G Thacker II's Morgan Stanley Smith Barney Experience January 1990 - June 2012
Job Senior Director Investments Branch Manager at Oppenheimer & Co. Inc.
Industry Investment Management
Experience
Oppenheimer & Co. Inc. June 2012 - Present
Morgan Stanley Smith Barney January 1990 - June 2012
Calfee, Halter & Griswold LLP 1986 - 1988
Education
University of Missouri-Kansas City School of Law 1984 — 1986
JD, Law
University of Missouri-Kansas City 1980 — 1983
Bachelor of Arts (B.A.), Political Science
Oppenheimer & Co. Inc. June 2012 - Present
Morgan Stanley Smith Barney January 1990 - June 2012
Calfee, Halter & Griswold LLP 1986 - 1988
Education
University of Missouri-Kansas City School of Law 1984 — 1986
JD, Law
University of Missouri-Kansas City 1980 — 1983
Bachelor of Arts (B.A.), Political Science
Jeff Hoehner's Morgan Stanley Smith Barney Experience February 2006 - April 2012
Job Hoehner Wealth Management
Industry Financial Services
Experience
WBB Securities May 2013 - Present
Strategic Wealth Associates April 2012 - May 2013
Morgan Stanley Smith Barney February 2006 - April 2012
Trader Electronic Media February 2005 - February 2006
Homes.com August 2000 - February 2005
Skills
Mutual Funds, Retirement, Investment Advisory, Asset Allocation, Estate Planning, Series 7, Financial Advisory, Series 63, Securities, Asset Management, Insurance, Risk Management, IRAs, 401k, Finance, Strategy, Life Insurance, Wealth Accumulation, 401k Rollovers, Leadership
Education
University of Oklahoma
Bachelor's degree
WBB Securities May 2013 - Present
Strategic Wealth Associates April 2012 - May 2013
Morgan Stanley Smith Barney February 2006 - April 2012
Trader Electronic Media February 2005 - February 2006
Homes.com August 2000 - February 2005
Skills
Mutual Funds, Retirement, Investment Advisory, Asset Allocation, Estate Planning, Series 7, Financial Advisory, Series 63, Securities, Asset Management, Insurance, Risk Management, IRAs, 401k, Finance, Strategy, Life Insurance, Wealth Accumulation, 401k Rollovers, Leadership
Education
University of Oklahoma
Bachelor's degree
Rick Fulton Rick Fulton's Morgan Stanley Smith Barney Experience January 1999 - November 2001
Job Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2009 - Present
Merrill Lynch November 2001 - January 2009
Morgan Stanley Smith Barney January 1999 - November 2001
Skills
Investments, Insurance, Financial Advisory, Retirement, Asset Allocation, Finance, Risk Management, Investment Planning, 401(k) Rollovers, Retirement Plan..., Multi-generational..., Tax-efficient Strategies, Estate Investment..., Retirement Savings, Wealth-preservation...
Education
University of Oregon 1990 — 1994
Bachelor of Arts (BA), Political Science and Government
Wells Fargo Advisors January 2009 - Present
Merrill Lynch November 2001 - January 2009
Morgan Stanley Smith Barney January 1999 - November 2001
Skills
Investments, Insurance, Financial Advisory, Retirement, Asset Allocation, Finance, Risk Management, Investment Planning, 401(k) Rollovers, Retirement Plan..., Multi-generational..., Tax-efficient Strategies, Estate Investment..., Retirement Savings, Wealth-preservation...
Education
University of Oregon 1990 — 1994
Bachelor of Arts (BA), Political Science and Government
Gary J Winn Gary J Winn's Morgan Stanley Smith Barney Experience February 1994 - October 2011
Job Senior Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors,LLC November 2011 - Present
Morgan Stanley Smith Barney February 1994 - October 2011
JI Case Case Power and Equipment May 1974 - September 1991
Skills
Risk Management, Investments, Retirement Planning, Finance, Retirement, Management, Mutual Funds, Securities, Team Building, Developing Financial...
Education
University of Northern Colorado 1967 — 1969
Bachelors, Education, Graduated
Wells Fargo Advisors,LLC November 2011 - Present
Morgan Stanley Smith Barney February 1994 - October 2011
JI Case Case Power and Equipment May 1974 - September 1991
Skills
Risk Management, Investments, Retirement Planning, Finance, Retirement, Management, Mutual Funds, Securities, Team Building, Developing Financial...
Education
University of Northern Colorado 1967 — 1969
Bachelors, Education, Graduated
George Thomas Escousse George Thomas Escousse's Morgan Stanley Smith Barney Experience 2010 - 2012
Job Financial Analyst II at Ochsner Health System.
Industry Hospital & Health Care
Experience
Ochsner Health System. July 2013 - Present
Atkins International LLC January 2013 - June 2013
Merrill Lynch March 2012 - December 2012
Morgan Stanley Smith Barney 2010 - 2012
Office of James Carville and Mary Matalin May 2010 - August 2010
Merrill Lynch May 2009 - August 2009
Criminal District Court Judge Cynthia Kent May 2006 - August 2006
Skills
Strategic Financial..., Financial Analysis, Retirement Planning, Wealth Management, Portfolio Management, Asset Managment, Series 7, Equities, Finance, Analysis, Microsoft Excel, PowerPoint, Series 63, Customer Service, Banking, Sales
Education
University of Mississippi 2006 — 2010
Bachelor of Business Administration, Managerial Finance
University of New Orleans
Master of Business Administration (M.B.A.)
Ochsner Health System. July 2013 - Present
Atkins International LLC January 2013 - June 2013
Merrill Lynch March 2012 - December 2012
Morgan Stanley Smith Barney 2010 - 2012
Office of James Carville and Mary Matalin May 2010 - August 2010
Merrill Lynch May 2009 - August 2009
Criminal District Court Judge Cynthia Kent May 2006 - August 2006
Skills
Strategic Financial..., Financial Analysis, Retirement Planning, Wealth Management, Portfolio Management, Asset Managment, Series 7, Equities, Finance, Analysis, Microsoft Excel, PowerPoint, Series 63, Customer Service, Banking, Sales
Education
University of Mississippi 2006 — 2010
Bachelor of Business Administration, Managerial Finance
University of New Orleans
Master of Business Administration (M.B.A.)
Adam Hendin Adam Hendin's Morgan Stanley Smith Barney Experience May 2011 - August 2011
Job Vice President
Industry Financial Services
Experience
Gershman Mortgage January 2012 - Present
FinServe Tech Angels January 2012 - May 2012
Morgan Stanley Smith Barney May 2011 - August 2011
Hot Box Cookies, LLC May 2008 - August 2010
Skills
Thompson One, Microsoft Office, Quickbooks
Education
Washington University in St. Louis - Olin Business School 2010 — 2012
Masters of Business Administration, Finance, Strategy
University of Missouri-Columbia 2006 — 2010
Bachelor of Science, Mathematics
University of Sydney, Australia 2009 — 2009
Gershman Mortgage January 2012 - Present
FinServe Tech Angels January 2012 - May 2012
Morgan Stanley Smith Barney May 2011 - August 2011
Hot Box Cookies, LLC May 2008 - August 2010
Skills
Thompson One, Microsoft Office, Quickbooks
Education
Washington University in St. Louis - Olin Business School 2010 — 2012
Masters of Business Administration, Finance, Strategy
University of Missouri-Columbia 2006 — 2010
Bachelor of Science, Mathematics
University of Sydney, Australia 2009 — 2009
Lisa Lindley Lisa Lindley's Morgan Stanley Smith Barney Experience June 1996 - October 2001
Job Senior Registered Account Administrator at Steinberg Investment Group
Industry Financial Services
Experience
Steinberg Investment Group LLC September 2011 - Present
Northwestern Mutual April 2010 - August 2010
Morgan Stanley March 2007 - June 2009
Strand, Atkinson March 2002 - November 2006
Morgan Stanley Smith Barney June 1996 - October 2001
New England Financial 1990 - 1992
Skills
Investments, Analysis, Bloomberg, Financial Services, CRM, Finance, Retirement, Fixed Annuities, Trading, Bonds, Sales, Real Estate, Credit, Account Management, Employee Benefits, Microsoft Excel, Microsoft Office, Selling, Budgets, Marketing
Education
University of Oregon 1980 — 1986
IARCH, Architecture
Steinberg Investment Group LLC September 2011 - Present
Northwestern Mutual April 2010 - August 2010
Morgan Stanley March 2007 - June 2009
Strand, Atkinson March 2002 - November 2006
Morgan Stanley Smith Barney June 1996 - October 2001
New England Financial 1990 - 1992
Skills
Investments, Analysis, Bloomberg, Financial Services, CRM, Finance, Retirement, Fixed Annuities, Trading, Bonds, Sales, Real Estate, Credit, Account Management, Employee Benefits, Microsoft Excel, Microsoft Office, Selling, Budgets, Marketing
Education
University of Oregon 1980 — 1986
IARCH, Architecture
Marlin Fiola's Morgan Stanley Smith Barney Experience December 1978 - Present
Job Director Wealth Management at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney December 1978 - Present
Morgan Stanley Smith Barney December 1978 - Present
Education
Wharton School, University of Pennsylvania 2000 — 2000
Certified Investment Management Analyst, Professional Designation
University of Missouri-Columbia 1972 — 1976
B.A., Economics
Morgan Stanley Smith Barney December 1978 - Present
Morgan Stanley Smith Barney December 1978 - Present
Education
Wharton School, University of Pennsylvania 2000 — 2000
Certified Investment Management Analyst, Professional Designation
University of Missouri-Columbia 1972 — 1976
B.A., Economics
Bert Bader IV, CLCS's Morgan Stanley Smith Barney Experience February 1999 - August 2004
Job VP Commercial Insurance at The Leavitt Group
Industry Insurance
Experience
The Leavitt Group March 2011 - Present
Hortica Insurance & Employee Benefits April 2008 - December 2010
Scanlon, Guerra, Burke Insurance Brokers May 2006 - February 2008
Morgan Stanley Smith Barney February 1999 - August 2004
Education
University of Notre Dame 1991 — 1995
BA, Economics
The Leavitt Group March 2011 - Present
Hortica Insurance & Employee Benefits April 2008 - December 2010
Scanlon, Guerra, Burke Insurance Brokers May 2006 - February 2008
Morgan Stanley Smith Barney February 1999 - August 2004
Education
University of Notre Dame 1991 — 1995
BA, Economics
Daniel Walters Daniel Walters's Morgan Stanley Smith Barney Experience June 2010 - September 2010
Job Investment Control Associate at Capital Group
Industry Investment Management
Experience
Capital Group July 2014 - Present
Fisher Investments July 2012 - June 2014
Fisher Investments July 2011 - July 2012
Morgan Stanley Smith Barney June 2010 - September 2010
Holden Leadership Center 2008 - 2009
Skills
Finance, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Microsoft Office, Customer Service, Outlook, Leadership, Sales, Research, Onyx CRM, Financial Reporting, Financial Modeling, Financial Analysis, Strategic Financial..., Thompson One, Bloomberg Terminal
Education
University of Oregon 2007 — 2011
BA, Philosophy, Business
Universidad de Barcelona 2011 — 2011
Woodside High School 2004 — 2007
High School Diploma
Capital Group July 2014 - Present
Fisher Investments July 2012 - June 2014
Fisher Investments July 2011 - July 2012
Morgan Stanley Smith Barney June 2010 - September 2010
Holden Leadership Center 2008 - 2009
Skills
Finance, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Microsoft Office, Customer Service, Outlook, Leadership, Sales, Research, Onyx CRM, Financial Reporting, Financial Modeling, Financial Analysis, Strategic Financial..., Thompson One, Bloomberg Terminal
Education
University of Oregon 2007 — 2011
BA, Philosophy, Business
Universidad de Barcelona 2011 — 2011
Woodside High School 2004 — 2007
High School Diploma
Samuel W Lee III's Morgan Stanley Smith Barney Experience 2007 - 2010
Job Financial Advisor at D.A. Davidson & Co. CRPC
Industry Financial Services
Experience
D.A. Davidson & Co. April 2010 - Present
Morgan Stanley Smith Barney 2007 - 2010
L3 Ranch April 1988 - May 2007
USMC February 1984 - January 1988
Skills
Mutual Funds, Wealth Management, Retirement Planning, Investments, Finance, Retirement, Portfolio Management, Securities, Series 7, Asset Allocation, Strategic Financial...
Education
University of Oregon 2006 — 2007
Business
Umpqua Community College 2001 — 2006
Business
Tecumseh High School 1979 — 1983
HS diploma, Agriculture, General
D.A. Davidson & Co. April 2010 - Present
Morgan Stanley Smith Barney 2007 - 2010
L3 Ranch April 1988 - May 2007
USMC February 1984 - January 1988
Skills
Mutual Funds, Wealth Management, Retirement Planning, Investments, Finance, Retirement, Portfolio Management, Securities, Series 7, Asset Allocation, Strategic Financial...
Education
University of Oregon 2006 — 2007
Business
Umpqua Community College 2001 — 2006
Business
Tecumseh High School 1979 — 1983
HS diploma, Agriculture, General
Jason Hills Jason Hills's Morgan Stanley Smith Barney Experience February 2011 - August 2011
Job Data Analyst at First City Financial Corp
Industry Financial Services
Experience
First City Financial Corp April 2015 - Present
Wingspan Portfolio Advisors November 2012 - April 2015
Lorica Capital June 2012 - September 2012
Rockwood Investment Partners August 2011 - December 2011
Morgan Stanley Smith Barney February 2011 - August 2011
UT Dallas Comet Fund - Student Run Investment Fund May 2010 - May 2011
Skills
Valuation, Financial Analysis, Forecasting, Financial Modeling, Portfolio Management, Bloomberg, Investment Management, Modeling, Investments, Strategic Financial..., Corporate Finance, Business Valuation, Bloomberg Terminal, Equity Research, Economics, Equity Valuation, Private Equity, Capital IQ, Equities
Education
The University of Texas at Dallas - School of Management 2010 — 2011
Master of Science, Finance, 3.42 out of 4.00
University of North Texas 2005 — 2009
BBA, Entrepreneurship/Management, 3.88 out of 4.00 (Magna Cum Laude)
First City Financial Corp April 2015 - Present
Wingspan Portfolio Advisors November 2012 - April 2015
Lorica Capital June 2012 - September 2012
Rockwood Investment Partners August 2011 - December 2011
Morgan Stanley Smith Barney February 2011 - August 2011
UT Dallas Comet Fund - Student Run Investment Fund May 2010 - May 2011
Skills
Valuation, Financial Analysis, Forecasting, Financial Modeling, Portfolio Management, Bloomberg, Investment Management, Modeling, Investments, Strategic Financial..., Corporate Finance, Business Valuation, Bloomberg Terminal, Equity Research, Economics, Equity Valuation, Private Equity, Capital IQ, Equities
Education
The University of Texas at Dallas - School of Management 2010 — 2011
Master of Science, Finance, 3.42 out of 4.00
University of North Texas 2005 — 2009
BBA, Entrepreneurship/Management, 3.88 out of 4.00 (Magna Cum Laude)
Denise Wypiszenski's Morgan Stanley Smith Barney Experience 2009 - 2009
Job President, Orchid Network LLC & Founder, The Orchid Alliance
Industry Financial Services
Experience
The Orchid Alliance 2013 - Present
Orchid Network LLC 2010 - Present
Cielo Talent January 2012 - December 2013
Robert W. Baird 2009 - 2010
Morgan Stanley Smith Barney 2009 - 2009
Smith Barney December 2008 - 2009
Smith Barney 2006 - 2008
Smith Barney 2004 - 2006
Smith Barney 1999 - 2004
Smith Barney 1999 - 1999
Skills
Training, Business Development, Talent Acquisition, Recruiting, Strategy, Coaching, Investments, Strategic Planning, Strategic Partnerships, Executive Search, Mutual Funds, Wealth Management, Management Consulting, Retirement Planning, Sales, Series 7, Sales Management, Financial Services, Entrepreneurship, Finance, Series 63, Consulting, Financial Advisory, Series 24, Management, Securities, Wealth Management..., FINRA
Education
University of Nebraska at Omaha 1988 — 1991
BSBA, Double Major: Finance & Banking
The Orchid Alliance 2013 - Present
Orchid Network LLC 2010 - Present
Cielo Talent January 2012 - December 2013
Robert W. Baird 2009 - 2010
Morgan Stanley Smith Barney 2009 - 2009
Smith Barney December 2008 - 2009
Smith Barney 2006 - 2008
Smith Barney 2004 - 2006
Smith Barney 1999 - 2004
Smith Barney 1999 - 1999
Skills
Training, Business Development, Talent Acquisition, Recruiting, Strategy, Coaching, Investments, Strategic Planning, Strategic Partnerships, Executive Search, Mutual Funds, Wealth Management, Management Consulting, Retirement Planning, Sales, Series 7, Sales Management, Financial Services, Entrepreneurship, Finance, Series 63, Consulting, Financial Advisory, Series 24, Management, Securities, Wealth Management..., FINRA
Education
University of Nebraska at Omaha 1988 — 1991
BSBA, Double Major: Finance & Banking
Harry Edelstein's Morgan Stanley Smith Barney Experience January 1992 - December 2005
Job Managing Partner
Industry Information Technology and Services
Experience
NORCAL GROWTH PARTNERS August 2011 - Present
California Community College Foundation July 2008 - December 2010
Butte College January 2006 - May 2008
Morgan Stanley Smith Barney January 1992 - December 2005
Education
University of Notre Dame 1951 — 1955
B.A.
NORCAL GROWTH PARTNERS August 2011 - Present
California Community College Foundation July 2008 - December 2010
Butte College January 2006 - May 2008
Morgan Stanley Smith Barney January 1992 - December 2005
Education
University of Notre Dame 1951 — 1955
B.A.
Peter Ko Peter Ko's Morgan Stanley Smith Barney Experience March 2011 - May 2012
Job Analyst at KKR
Industry Investment Management
Experience
KKR December 2014 - Present
Wells Fargo Securities June 2013 - December 2014
Oppenheimer & Co. June 2012 - August 2012
Morgan Stanley Smith Barney March 2011 - May 2012
Skills
Fixed Income, Portfolio Management, Asset Allocation, Wealth Management, Leveraged Finance, Valuation, Financial Modeling, Bloomberg, Corporate Finance, Capital Markets, Investment Banking, Microsoft Excel
Education
University of North Carolina at Chapel Hill 2009 — 2013
Economics
KKR December 2014 - Present
Wells Fargo Securities June 2013 - December 2014
Oppenheimer & Co. June 2012 - August 2012
Morgan Stanley Smith Barney March 2011 - May 2012
Skills
Fixed Income, Portfolio Management, Asset Allocation, Wealth Management, Leveraged Finance, Valuation, Financial Modeling, Bloomberg, Corporate Finance, Capital Markets, Investment Banking, Microsoft Excel
Education
University of North Carolina at Chapel Hill 2009 — 2013
Economics
Ariel Garraffa Ariel Garraffa's Morgan Stanley Smith Barney Experience October 2007 - April 2013
Job Associate
Industry Financial Services
Experience
Morgan Stanley April 2013 - October 2014
Morgan Stanley Smith Barney October 2007 - April 2013
Morgan Stanley January 2005 - October 2007
UBS International January 1999 - 2005
Skills
Customer Relations, Trading, Microsoft Office, Risk Management, Risk, Customer Service, Finance, Financial Risk, Training, Wealth Management, Investments
Education
University of North Carolina at Charlotte 1994 — 1998
BS, Health Promotion & Kinesiology
Morgan Stanley April 2013 - October 2014
Morgan Stanley Smith Barney October 2007 - April 2013
Morgan Stanley January 2005 - October 2007
UBS International January 1999 - 2005
Skills
Customer Relations, Trading, Microsoft Office, Risk Management, Risk, Customer Service, Finance, Financial Risk, Training, Wealth Management, Investments
Education
University of North Carolina at Charlotte 1994 — 1998
BS, Health Promotion & Kinesiology
Sarah Bauerle Danzman Sarah Bauerle Danzman's Morgan Stanley Smith Barney Experience March 2006 - August 2008
Job Assistant Professor of International Studies at Indiana University Bloomington
Industry Higher Education
Experience
Indiana University Bloomington July 2015 - Present
Princeton University July 2014 - June 2015
University of North Carolina at Chapel Hill August 2008 - June 2014
Morgan Stanley Smith Barney March 2006 - August 2008
Skills
International Relations, International Political..., Statistics, Quantitative Analytics, Stata, Political Economy, Editing, Comparative Politics, R, LaTeX, Foreign Direct..., Quantitative Research, Program Evaluation, Program Development, University Teaching
Education
University of North Carolina at Chapel Hill 2008 — 2014
Doctor of Philosophy (Ph.D.), Political Science
Villanova University 2001 — 2005
Bachelor of Arts (B.A.), Political Science and Government, Economics
Indiana University Bloomington July 2015 - Present
Princeton University July 2014 - June 2015
University of North Carolina at Chapel Hill August 2008 - June 2014
Morgan Stanley Smith Barney March 2006 - August 2008
Skills
International Relations, International Political..., Statistics, Quantitative Analytics, Stata, Political Economy, Editing, Comparative Politics, R, LaTeX, Foreign Direct..., Quantitative Research, Program Evaluation, Program Development, University Teaching
Education
University of North Carolina at Chapel Hill 2008 — 2014
Doctor of Philosophy (Ph.D.), Political Science
Villanova University 2001 — 2005
Bachelor of Arts (B.A.), Political Science and Government, Economics
Adam Schmitz's Morgan Stanley Smith Barney Experience May 2011 - August 2011
Job Equity Research Analyst at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. July 2013 - Present
Robert W. Baird & Co. May 2012 - December 2012
Morgan Stanley Smith Barney May 2011 - August 2011
Skills
Valuation, Microsoft Excel, Investments, Financial Modeling, Financial Analysis, Finance, Equity Research, Bloomberg, Corporate Finance, Data Analysis, Equities, Microsoft Office, Portfolio Management, Research
Education
University of Notre Dame - Mendoza College of Business 2009 — 2013
Bachelor of Business Administration, Finance
Robert W. Baird & Co. July 2013 - Present
Robert W. Baird & Co. May 2012 - December 2012
Morgan Stanley Smith Barney May 2011 - August 2011
Skills
Valuation, Microsoft Excel, Investments, Financial Modeling, Financial Analysis, Finance, Equity Research, Bloomberg, Corporate Finance, Data Analysis, Equities, Microsoft Office, Portfolio Management, Research
Education
University of Notre Dame - Mendoza College of Business 2009 — 2013
Bachelor of Business Administration, Finance
Kristen Dugas Kristen Dugas's Morgan Stanley Smith Barney Experience August 2007 - September 2011
Job Esthetician at Bella Vi Spa LLC
Industry Cosmetics
Experience
Bella Vi Spa LLC September 2011 - Present
Morgan Stanley Smith Barney August 2007 - September 2011
Skills
Microdermabrasion, Chemical Peels, Waxing, Aesthetics, Skin Care, Brazilian Waxing, Acne Treatment, Tinting, Parties, Spray Tanning, Facials, Acne, Beauty Industry, Skin
Education
Colorado Advanced Esthetics 2010 — 2011
Esthetics
The University of Montana 1998 — 2000
General Studies
Bella Vi Spa LLC September 2011 - Present
Morgan Stanley Smith Barney August 2007 - September 2011
Skills
Microdermabrasion, Chemical Peels, Waxing, Aesthetics, Skin Care, Brazilian Waxing, Acne Treatment, Tinting, Parties, Spray Tanning, Facials, Acne, Beauty Industry, Skin
Education
Colorado Advanced Esthetics 2010 — 2011
Esthetics
The University of Montana 1998 — 2000
General Studies
Ryan Herget Ryan Herget's Morgan Stanley Smith Barney Experience June 2010 - January 2011
Job President & CEO Chef Shuttle
Industry Food & Beverages
Experience
Chef Shuttle January 2014 - Present
Daily Quench January 2013 - January 2014
Marsh June 2012 - August 2012
Morgan Stanley Smith Barney June 2010 - January 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Outlook, English, Photoshop, Windows, Budgets, Insurance, Investments, Investment Advisory, Management, New Business Development
Education
University of Mississippi 2009 — 2013
Senior, Risk Management/Insurance, Senior
Little Rock Catholic High School 2005 — 2009
High School Degree
Chef Shuttle January 2014 - Present
Daily Quench January 2013 - January 2014
Marsh June 2012 - August 2012
Morgan Stanley Smith Barney June 2010 - January 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Outlook, English, Photoshop, Windows, Budgets, Insurance, Investments, Investment Advisory, Management, New Business Development
Education
University of Mississippi 2009 — 2013
Senior, Risk Management/Insurance, Senior
Little Rock Catholic High School 2005 — 2009
High School Degree
Parker Johnson Parker Johnson's Morgan Stanley Smith Barney Experience June 1996 - November 2000
Job Managing Director at Ramius LLC
Industry Investment Management
Experience
Ramius LLC April 2015 - Present
Arden Asset Management LLC September 2011 - March 2015
Belenos Capital Management LLC May 2010 - February 2011
Ivy Asset Management LLC March 2005 - May 2010
Parker Global Strategies, LLC May 2003 - October 2004
Tower Capital, Inc March 2002 - December 2002
Union Bancaire Privée Asset Management December 2000 - March 2002
Morgan Stanley Smith Barney June 1996 - November 2000
Oak Hall Capital Advisors September 1994 - January 1996
First Union National Bank February 1993 - October 1993
Skills
Risk Management, Institutional..., Investment Strategies, Trading, Asset Managment, Capital Markets, Private Equity, Asset Allocation, Series 63, Investments, Portfolio Management, Mutual Funds, Commodity, Fixed Income, Equities, Asset Management, Investment Management, Investor Relations, Fund Of Funds, Alternative Investments, Hedge Funds, Licenses: Series 7, Derivatives, Global Macro, Hedging, Managed Futures
Education
University of North Carolina at Chapel Hill 1982 — 1987
Episcopal High School 1979 — 1982
Ramius LLC April 2015 - Present
Arden Asset Management LLC September 2011 - March 2015
Belenos Capital Management LLC May 2010 - February 2011
Ivy Asset Management LLC March 2005 - May 2010
Parker Global Strategies, LLC May 2003 - October 2004
Tower Capital, Inc March 2002 - December 2002
Union Bancaire Privée Asset Management December 2000 - March 2002
Morgan Stanley Smith Barney June 1996 - November 2000
Oak Hall Capital Advisors September 1994 - January 1996
First Union National Bank February 1993 - October 1993
Skills
Risk Management, Institutional..., Investment Strategies, Trading, Asset Managment, Capital Markets, Private Equity, Asset Allocation, Series 63, Investments, Portfolio Management, Mutual Funds, Commodity, Fixed Income, Equities, Asset Management, Investment Management, Investor Relations, Fund Of Funds, Alternative Investments, Hedge Funds, Licenses: Series 7, Derivatives, Global Macro, Hedging, Managed Futures
Education
University of North Carolina at Chapel Hill 1982 — 1987
Episcopal High School 1979 — 1982
Derek Rackley Derek Rackley's Morgan Stanley Smith Barney Experience April 2010 - Present
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2010 - Present
Seattle Seahawks September 2006 - October 2007
Atlanta Falcons April 2000 - August 2006
Education
University of Minnesota-Twin Cities 1995 — 1999
Bachelor of Science-Business, Marketing
Morgan Stanley Smith Barney April 2010 - Present
Seattle Seahawks September 2006 - October 2007
Atlanta Falcons April 2000 - August 2006
Education
University of Minnesota-Twin Cities 1995 — 1999
Bachelor of Science-Business, Marketing
Carolyn Wasdell Carolyn Wasdell's Morgan Stanley Smith Barney Experience April 2010 - October 2012
Job Vice President at Crutchfield Advisors, Inc.
Industry Financial Services
Experience
Crutchfield Advisors, Inc. December 2014 - Present
Morgan Stanley Wealth Management November 2012 - December 2014
Morgan Stanley Smith Barney April 2010 - October 2012
Morgan Stanley July 2006 - April 2010
Skills
Series 7, Series 66, Series 9, Series 10, Series 3, Series 31, Life and Health...
Education
UNC Chapel Hill 2002 — 2006
Bachelor of Arts, Economics
Crutchfield Advisors, Inc. December 2014 - Present
Morgan Stanley Wealth Management November 2012 - December 2014
Morgan Stanley Smith Barney April 2010 - October 2012
Morgan Stanley July 2006 - April 2010
Skills
Series 7, Series 66, Series 9, Series 10, Series 3, Series 31, Life and Health...
Education
UNC Chapel Hill 2002 — 2006
Bachelor of Arts, Economics
Teresa Creighton Teresa Creighton's Morgan Stanley Smith Barney Experience April 2002 - September 2009
Job Sales Manager at Macy's
Industry Nonprofit Organization Management
Experience
Macy's November 2013 - Present
Muscular Dystrophy Association December 2010 - Present
Vanderbilt Realtors August 2010 - Present
Morgan Stanley Smith Barney April 2002 - September 2009
Skills
Fundraising, Nonprofits, Finance, Financial Services, Leadership, Customer Service, Investments, Public Speaking, Marketing, Microsoft Office, Financial Analysis, Strategic Planning
Education
University of Missouri-Rolla 1982 — 1986
BS, Engineering
Macy's November 2013 - Present
Muscular Dystrophy Association December 2010 - Present
Vanderbilt Realtors August 2010 - Present
Morgan Stanley Smith Barney April 2002 - September 2009
Skills
Fundraising, Nonprofits, Finance, Financial Services, Leadership, Customer Service, Investments, Public Speaking, Marketing, Microsoft Office, Financial Analysis, Strategic Planning
Education
University of Missouri-Rolla 1982 — 1986
BS, Engineering
Brooks Crissey, CFP® Brooks Crissey, CFP®'s Morgan Stanley Smith Barney Experience June 2009 - October 2012
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2012 - Present
Morgan Stanley Smith Barney June 2009 - October 2012
Citigroup Global Markets, Inc. aka Citi Smith Barney November 2007 - June 2009
Skills
Retirement Planning, College Education..., 401k Rollovers, Asset Allocation, Estate Planning, Investments, Insurance
Education
University of Missouri-Kansas City 1996 — 1997
BA, Biology, General
Wells Fargo Advisors, LLC October 2012 - Present
Morgan Stanley Smith Barney June 2009 - October 2012
Citigroup Global Markets, Inc. aka Citi Smith Barney November 2007 - June 2009
Skills
Retirement Planning, College Education..., 401k Rollovers, Asset Allocation, Estate Planning, Investments, Insurance
Education
University of Missouri-Kansas City 1996 — 1997
BA, Biology, General
Julianne Fritcher's Morgan Stanley Smith Barney Experience September 2010 - July 2011
Job Founder at Fairytale Studios
Industry Financial Services
Experience
Natural Medicine Center September 2011 - June 2012
Morgan Stanley Smith Barney September 2010 - July 2011
Wells Fargo June 2009 - August 2010
University of Nevada Reno August 2008 - December 2008
Healthcare Business Services June 2004 - August 2006
Skills
PowerPoint, Series 66, Team Building, Team Management, CFA, Xcode, Cocos2d, Box2D, CSS, HTML, Photoshop, WordPress, Google Analytics, Google Apps, Microsoft Office
Education
University of Nevada-Reno 2004 — 2008
Bachelors of Science, Finance and International Business, 3.7 GPA
Robert Service High School 2000 — 2004
Natural Medicine Center September 2011 - June 2012
Morgan Stanley Smith Barney September 2010 - July 2011
Wells Fargo June 2009 - August 2010
University of Nevada Reno August 2008 - December 2008
Healthcare Business Services June 2004 - August 2006
Skills
PowerPoint, Series 66, Team Building, Team Management, CFA, Xcode, Cocos2d, Box2D, CSS, HTML, Photoshop, WordPress, Google Analytics, Google Apps, Microsoft Office
Education
University of Nevada-Reno 2004 — 2008
Bachelors of Science, Finance and International Business, 3.7 GPA
Robert Service High School 2000 — 2004
Nate Lipton Nate Lipton's Morgan Stanley Smith Barney Experience September 2009 - December 2009
Job Owner at Growers House
Industry Farming
Experience
Growers House September 2011 - Present
Greners.com November 2010 - May 2011
The Green Cross June 2010 - November 2010
Morgan Stanley Smith Barney September 2009 - December 2009
Skills
Financial Analysis, Agriculture, PowerPoint, Business Strategy, Financial Modeling, Microsoft Excel, Financial Reporting, Economics, Finance, Strategic Planning, Entrepreneurship, Data Analysis, Online Marketing, Gardening, Customer Service, Market Research, Public Speaking, Valuation, Accounting, Research, Social Media Marketing, Microsoft Word, Sarbanes-Oxley Act, Microsoft Office, Budgets, Nonprofits, Asset Managment, Marketing Strategy, Business Planning, Social Networking, Forecasting, Leadership, Corporate Finance, Financial Accounting, Organic Farming, Fruit, Sustainable Agriculture, Start-ups, Marketing
Education
University of Oregon 2006 — 2010
BS, Economics
University of Oregon - Charles H. Lundquist College of Business 2006 — 2010
BS, Business Administration with a concentration in Finance
Growers House September 2011 - Present
Greners.com November 2010 - May 2011
The Green Cross June 2010 - November 2010
Morgan Stanley Smith Barney September 2009 - December 2009
Skills
Financial Analysis, Agriculture, PowerPoint, Business Strategy, Financial Modeling, Microsoft Excel, Financial Reporting, Economics, Finance, Strategic Planning, Entrepreneurship, Data Analysis, Online Marketing, Gardening, Customer Service, Market Research, Public Speaking, Valuation, Accounting, Research, Social Media Marketing, Microsoft Word, Sarbanes-Oxley Act, Microsoft Office, Budgets, Nonprofits, Asset Managment, Marketing Strategy, Business Planning, Social Networking, Forecasting, Leadership, Corporate Finance, Financial Accounting, Organic Farming, Fruit, Sustainable Agriculture, Start-ups, Marketing
Education
University of Oregon 2006 — 2010
BS, Economics
University of Oregon - Charles H. Lundquist College of Business 2006 — 2010
BS, Business Administration with a concentration in Finance
Daniel Dodderidge, RICP® Daniel Dodderidge, RICP®'s Morgan Stanley Smith Barney Experience November 1999 - October 2010
Job Financial Advisor, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2010 - Present
Healing Communities Network September 2013 - Present
Morgan Stanley Smith Barney November 1999 - October 2010
The ADVERTISING Club of New York May 1985 - April 2000
BBDO Worldwide July 1995 - October 1999
Grey Group March 1989 - June 1995
Griffin Bacal Advertising November 1986 - February 1989
Dancer Fitzgerald Sample August 1983 - November 1985
Skills
Investments, Retirement Planning, Strategic Financial..., Licensed Life Insurance..., Mortgage Lending, Estate Planning, Long-term Care, Asset Protection, 401k, Public Speaking, Making a Mean Spaghetti...
Education
University of Oregon 1979 — 1983
BS
Wells Fargo Advisors, LLC November 2010 - Present
Healing Communities Network September 2013 - Present
Morgan Stanley Smith Barney November 1999 - October 2010
The ADVERTISING Club of New York May 1985 - April 2000
BBDO Worldwide July 1995 - October 1999
Grey Group March 1989 - June 1995
Griffin Bacal Advertising November 1986 - February 1989
Dancer Fitzgerald Sample August 1983 - November 1985
Skills
Investments, Retirement Planning, Strategic Financial..., Licensed Life Insurance..., Mortgage Lending, Estate Planning, Long-term Care, Asset Protection, 401k, Public Speaking, Making a Mean Spaghetti...
Education
University of Oregon 1979 — 1983
BS
Tony Schwab Tony Schwab's Morgan Stanley Smith Barney Experience June 2000 - January 2002
Job Manager
Industry Financial Services
Experience
National Regulatory Services January 2011 - September 2012
Wells Fargo Investments April 2006 - October 2009
WestPark Capital Inc. April 2002 - January 2005
Morgan Stanley Smith Barney June 2000 - January 2002
TD Waterhouse December 1994 - June 2000
Skills
Finance, Training, Management, Human Resources, Auditing, Call Centers, Financial Risk, Sales, Investments, Risk Management, Coaching, Customer Service
Education
University of Northern Colorado
Business
National Regulatory Services January 2011 - September 2012
Wells Fargo Investments April 2006 - October 2009
WestPark Capital Inc. April 2002 - January 2005
Morgan Stanley Smith Barney June 2000 - January 2002
TD Waterhouse December 1994 - June 2000
Skills
Finance, Training, Management, Human Resources, Auditing, Call Centers, Financial Risk, Sales, Investments, Risk Management, Coaching, Customer Service
Education
University of Northern Colorado
Business
Lorne Standifer Lorne Standifer's Morgan Stanley Smith Barney Experience December 1998 - November 2009
Job Compliance Administrative Supervisor at a regional broker/dealer firm
Industry Financial Services
Experience
Regional Broker/Dealer Firm December 2009 - Present
Regional Broker/Dealer Firm 2009 - Present
Morgan Stanley Smith Barney December 1998 - November 2009
Smith Barney October 1997 - December 1998
Smith Barney August 1996 - October 1997
Smith Barney Shearson May 1992 - August 1996
Skills
Mutual Funds, Compliance, Securities, Asset Management, Series 7
Education
University of North Texas 1986 — 1990
Finance
Northwest High School
Regional Broker/Dealer Firm December 2009 - Present
Regional Broker/Dealer Firm 2009 - Present
Morgan Stanley Smith Barney December 1998 - November 2009
Smith Barney October 1997 - December 1998
Smith Barney August 1996 - October 1997
Smith Barney Shearson May 1992 - August 1996
Skills
Mutual Funds, Compliance, Securities, Asset Management, Series 7
Education
University of North Texas 1986 — 1990
Finance
Northwest High School
Marc Rancourt Marc Rancourt's Morgan Stanley Smith Barney Experience September 2010 - January 2013
Job Financial Advisor
Industry Financial Services
Experience
Klaraos January 2013 - Present
Morgan Stanley Smith Barney September 2010 - January 2013
Tahoe Lending Group 2003 - August 2010
Morgan Stanley June 2000 - August 2003
Skills
Due Diligence, Finance, Mortgage Lending, Portfolio Management, Securities, Hedge Funds, Investments, Strategic Planning, Real Estate, Series 7, Asset Managment, Equities, Investment Properties, Retirement, Insurance, Mergers & Acquisitions, Financial Analysis, Marketing, Retirement Planning, Corporate Finance, Asset Management, Management, Mergers, Business Development, Alternative Investments, Estate Planning, Risk Management, Customer Service, Leadership
Education
University of Nevada-Reno 1997 — 2000
BA, Economics
Klaraos January 2013 - Present
Morgan Stanley Smith Barney September 2010 - January 2013
Tahoe Lending Group 2003 - August 2010
Morgan Stanley June 2000 - August 2003
Skills
Due Diligence, Finance, Mortgage Lending, Portfolio Management, Securities, Hedge Funds, Investments, Strategic Planning, Real Estate, Series 7, Asset Managment, Equities, Investment Properties, Retirement, Insurance, Mergers & Acquisitions, Financial Analysis, Marketing, Retirement Planning, Corporate Finance, Asset Management, Management, Mergers, Business Development, Alternative Investments, Estate Planning, Risk Management, Customer Service, Leadership
Education
University of Nevada-Reno 1997 — 2000
BA, Economics
Lindsay (Kantor) Krivosha Lindsay (Kantor) Krivosha's Morgan Stanley Smith Barney Experience April 2006 - December 2009
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management December 2009 - Present
Morgan Stanley Smith Barney April 2006 - December 2009
Education
University of Oregon - Charles H. Lundquist College of Business 2001 — 2005
Bachelor of Science (B.S.), Business Administration
RBC Wealth Management December 2009 - Present
Morgan Stanley Smith Barney April 2006 - December 2009
Education
University of Oregon - Charles H. Lundquist College of Business 2001 — 2005
Bachelor of Science (B.S.), Business Administration
Harrison Daniels III, MBA Harrison Daniels III, MBA's Morgan Stanley Smith Barney Experience June 2011 - March 2012
Job Realtor® at Nathan Grace Real Estate
Industry Management Consulting
Experience
State Farm January 2014 - January 2015
Morgan Stanley Smith Barney June 2011 - March 2012
Skills
Consulting, Loans, Microsoft Office, Finance, Financial Services, Business Analysis, Investments, Team Building, Mortgage Lending, Management, Leadership, Customer Service, Sales, Financial Analysis, Risk Management, Project Management, Analysis, Banking, Process Improvement, Software Documentation, Quality Assurance, Access, Auditing, Coaching, Insurance, Training, Data Analysis, Loan Servicing, Business Process..., Mortgage Servicing, Financial Modeling, Vendor Management, Loss Mitigation, Credit, Strategic Financial..., Forecasting, Team Leadership, Accounting, Budgets, Portfolio Management, Loan Origination, Financial Risk, Credit Analysis, Management Consulting, Financial Reporting, Mortgage Banking
Education
Dallas Baptist University 2013 — 2015
Master of Business Administration (MBA), Project Management
University of North Texas 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
State Farm January 2014 - January 2015
Morgan Stanley Smith Barney June 2011 - March 2012
Skills
Consulting, Loans, Microsoft Office, Finance, Financial Services, Business Analysis, Investments, Team Building, Mortgage Lending, Management, Leadership, Customer Service, Sales, Financial Analysis, Risk Management, Project Management, Analysis, Banking, Process Improvement, Software Documentation, Quality Assurance, Access, Auditing, Coaching, Insurance, Training, Data Analysis, Loan Servicing, Business Process..., Mortgage Servicing, Financial Modeling, Vendor Management, Loss Mitigation, Credit, Strategic Financial..., Forecasting, Team Leadership, Accounting, Budgets, Portfolio Management, Loan Origination, Financial Risk, Credit Analysis, Management Consulting, Financial Reporting, Mortgage Banking
Education
Dallas Baptist University 2013 — 2015
Master of Business Administration (MBA), Project Management
University of North Texas 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Susan M Voelkel Susan M Voelkel's Morgan Stanley Smith Barney Experience August 2000 - June 2009
Job Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2009 - Present
Morgan Stanley Smith Barney August 2000 - June 2009
Skills
Retirement Planning, Retirement Plan..., 401k Rollovers, Investment Planning, Tax-Efficient Strategies, Asset Allocation, Strategic Planning, Insurance
Education
University of Northern Colorado 1970 — 1974
Bachelor of Education (B.Ed.)
Wells Fargo Advisors, LLC June 2009 - Present
Morgan Stanley Smith Barney August 2000 - June 2009
Skills
Retirement Planning, Retirement Plan..., 401k Rollovers, Investment Planning, Tax-Efficient Strategies, Asset Allocation, Strategic Planning, Insurance
Education
University of Northern Colorado 1970 — 1974
Bachelor of Education (B.Ed.)
Diane Capers's Morgan Stanley Smith Barney Experience September 2010 - November 2010
Job Vice President Client Development at Deephaven Mortgage LLC
Industry Financial Services
Experience
Deephaven Mortgage LLC March 2015 - Present
Lenders One October 2013 - January 2015
Lenders One November 2010 - November 2013
Morgan Stanley Smith Barney September 2010 - November 2010
CitiMortgage August 2007 - July 2010
Citi Home Equity February 2004 - August 2007
CitiMortgage September 1996 - February 2004
Commerce Bank 1989 - 1994
Husch & Eppenberger 1985 - 1994
Ralston Purina 1980 - 1985
Skills
Sales, Sales Management, Relationship Management, Revenue Enhancement, Territory Development, Loans, Loan Origination, Mortgage Lending, Mortgage Banking, Credit, Underwriting, Recruiting, Credit Analysis, Negotiation, Financial Services, Selling, Management, Marketing, CRM, Cold Calling, Banking, Marketing Strategy, B2B, Business Development, Leadership, Residential Mortgages, Cross-functional Team..., Executive Management, Finance, Risk Management, FHA, Refinance, Training, Customer Satisfaction, Customer Service, Pricing, VA loans, Loss Mitigation, Real Estate, VA Loans
Education
University of Missouri-Saint Louis 1986 — 1988
Business with Emphasis in Finance
Riverview Gardens High School 1978 — 1980
High School, General
Deephaven Mortgage LLC March 2015 - Present
Lenders One October 2013 - January 2015
Lenders One November 2010 - November 2013
Morgan Stanley Smith Barney September 2010 - November 2010
CitiMortgage August 2007 - July 2010
Citi Home Equity February 2004 - August 2007
CitiMortgage September 1996 - February 2004
Commerce Bank 1989 - 1994
Husch & Eppenberger 1985 - 1994
Ralston Purina 1980 - 1985
Skills
Sales, Sales Management, Relationship Management, Revenue Enhancement, Territory Development, Loans, Loan Origination, Mortgage Lending, Mortgage Banking, Credit, Underwriting, Recruiting, Credit Analysis, Negotiation, Financial Services, Selling, Management, Marketing, CRM, Cold Calling, Banking, Marketing Strategy, B2B, Business Development, Leadership, Residential Mortgages, Cross-functional Team..., Executive Management, Finance, Risk Management, FHA, Refinance, Training, Customer Satisfaction, Customer Service, Pricing, VA loans, Loss Mitigation, Real Estate, VA Loans
Education
University of Missouri-Saint Louis 1986 — 1988
Business with Emphasis in Finance
Riverview Gardens High School 1978 — 1980
High School, General
Bill Kica's Morgan Stanley Smith Barney Experience June 1998 - November 2011
Job Managing Partner / Senior Performance Consultant Team Performance Group LLC
Industry Financial Services
Experience
Team Performance Group LLC December 2012 - Present
Trout Unlimited 1994 - Present
Morgan Stanley Smith Barney June 1998 - November 2011
National Cycle 1992 - 1998
Eagle Industries 1990 - 1994
Montgomery Ward & Co. 1986 - 1990
Tenneco 1985 - 1988
Kraft Foods 1982 - 1985
Skills
Business Development, Practice Management, Team Development, Marketing, Branding, Succession Planning, Leadership, Time Management, DISC Assessments, Book Segmentation, Portfolio Conversions, Asset Management, Client Services, Social Media Consulting, Wealth Management, Investment Discipline, Financial Planning, Work Life Balance, Standard of Care, Business Planning, Team Building, Role Delineation, Role Development, Career Development..., Compensation Strategies, Mission Statements, Value Propositions, Recognition Awards, Communications Planning, Conflict Resolution, Referral Development, Accountability, KPI Dashboards, Business Model..., On-Boarding New Team..., Client Advisory Boards, Keynote Speaking, Training Workshops, Emotional Intelligence, Contact Management..., Pricing Strategy, Performance Management, Performance Metrics, Change Management, Financial Services, Investments, Management, Coaching, Due Diligence, Strategy
Education
University of Notre Dame MBA School 1980 — 1982
MBA, Strategic Planning
University of Notre Dame 1974 — 1978
BA, Psychology
Team Performance Group LLC December 2012 - Present
Trout Unlimited 1994 - Present
Morgan Stanley Smith Barney June 1998 - November 2011
National Cycle 1992 - 1998
Eagle Industries 1990 - 1994
Montgomery Ward & Co. 1986 - 1990
Tenneco 1985 - 1988
Kraft Foods 1982 - 1985
Skills
Business Development, Practice Management, Team Development, Marketing, Branding, Succession Planning, Leadership, Time Management, DISC Assessments, Book Segmentation, Portfolio Conversions, Asset Management, Client Services, Social Media Consulting, Wealth Management, Investment Discipline, Financial Planning, Work Life Balance, Standard of Care, Business Planning, Team Building, Role Delineation, Role Development, Career Development..., Compensation Strategies, Mission Statements, Value Propositions, Recognition Awards, Communications Planning, Conflict Resolution, Referral Development, Accountability, KPI Dashboards, Business Model..., On-Boarding New Team..., Client Advisory Boards, Keynote Speaking, Training Workshops, Emotional Intelligence, Contact Management..., Pricing Strategy, Performance Management, Performance Metrics, Change Management, Financial Services, Investments, Management, Coaching, Due Diligence, Strategy
Education
University of Notre Dame MBA School 1980 — 1982
MBA, Strategic Planning
University of Notre Dame 1974 — 1978
BA, Psychology
Wylie Southern Wylie Southern's Morgan Stanley Smith Barney Experience July 2001 - December 2003
Job Senior Financial Advisor Advisors at Truliant
Industry Financial Services
Experience
Truliant Federal Credit Union June 2015 - Present
UBS Financial Services, Inc January 2008 - June 2015
Wachovia, A Wells Fargo Company January 2004 - January 2008
Morgan Stanley Smith Barney July 2001 - December 2003
Skills
Wealth Management, Investments, Series 7, Estate Planning, Retirement Planning, Wealth Management..., Finance, Equities, Series 63, Mutual Funds, Financial Analysis, Portfolio Management, Small Business, Entrepreneurship, Strategic Financial...
Education
Louisburg College
University of North Carolina at Greensboro
Truliant Federal Credit Union June 2015 - Present
UBS Financial Services, Inc January 2008 - June 2015
Wachovia, A Wells Fargo Company January 2004 - January 2008
Morgan Stanley Smith Barney July 2001 - December 2003
Skills
Wealth Management, Investments, Series 7, Estate Planning, Retirement Planning, Wealth Management..., Finance, Equities, Series 63, Mutual Funds, Financial Analysis, Portfolio Management, Small Business, Entrepreneurship, Strategic Financial...
Education
Louisburg College
University of North Carolina at Greensboro
Colton Lawson Colton Lawson's Morgan Stanley Smith Barney Experience July 2010 - January 2012
Job Senior Consultant at Deloitte
Industry Computer Software
Experience
Deloitte & Touche LLP September 2012 - Present
Microsoft Licensing GP January 2012 - September 2012
Morgan Stanley Smith Barney July 2010 - January 2012
Skills
Software Licensing, Software Asset..., Microsoft Licensing, IT Audit, IT Asset Management, Customer Engagement, Microsoft Office, Financial Analysis, Sales, Market Research, Time Management, Business Analysis, Microsoft Excel, Customer Service, Finance, Web Design, Risk Management, Data Analysis
Education
University of Nevada-Reno 2007 — 2012
Bachelor's Degree, Finance and Economics
Deloitte & Touche LLP September 2012 - Present
Microsoft Licensing GP January 2012 - September 2012
Morgan Stanley Smith Barney July 2010 - January 2012
Skills
Software Licensing, Software Asset..., Microsoft Licensing, IT Audit, IT Asset Management, Customer Engagement, Microsoft Office, Financial Analysis, Sales, Market Research, Time Management, Business Analysis, Microsoft Excel, Customer Service, Finance, Web Design, Risk Management, Data Analysis
Education
University of Nevada-Reno 2007 — 2012
Bachelor's Degree, Finance and Economics
Rob Fogleman Rob Fogleman's Morgan Stanley Smith Barney Experience May 2009 - August 2009
Job Account Manager at Katalyst Network Group
Industry Information Technology and Services
Experience
Katalyst Network Group July 2015 - Present
Level 3 Communications September 2014 - July 2015
Cintas Corporation August 2010 - September 2014
Morgan Stanley Smith Barney May 2009 - August 2009
Vector Marketing June 2006 - June 2008
Skills
Account Management, Client Development, Customer Satisfaction, Cold Calling, Direct Sales, Marketing, Marketing Research, Microsoft Excel, Sales, Sales Presentations, Sales Process, Technical Recruiting, Time Management, Sales Management, Sales Operations, Salesforce.com, Customer Service, Management
Education
University of North Carolina at Charlotte - Belk College of Business 2006 — 2010
Finance
Katalyst Network Group July 2015 - Present
Level 3 Communications September 2014 - July 2015
Cintas Corporation August 2010 - September 2014
Morgan Stanley Smith Barney May 2009 - August 2009
Vector Marketing June 2006 - June 2008
Skills
Account Management, Client Development, Customer Satisfaction, Cold Calling, Direct Sales, Marketing, Marketing Research, Microsoft Excel, Sales, Sales Presentations, Sales Process, Technical Recruiting, Time Management, Sales Management, Sales Operations, Salesforce.com, Customer Service, Management
Education
University of North Carolina at Charlotte - Belk College of Business 2006 — 2010
Finance
Pace Tripp's Morgan Stanley Smith Barney Experience May 2010 - August 2010
Job Associate at JLL
Industry Commercial Real Estate
Experience
JLL May 2015 - Present
Frost Bank December 2012 - April 2015
The Carlton Law Firm P.L.L.C May 2011 - July 2011
Morgan Stanley Smith Barney May 2010 - August 2010
Skills
Commercial Real Estate, Brokerage, Industrial Real Estate, Financial Analysis, Credit Analysis, Microsoft Excel, Investments, Legal Research, Microsoft Office, Research, Real Estate, Commercial Lending, Banking, Credit, Real Estate Development, Loans, Relationship Management, Due Diligence, Commercial Banking, Salesforce.com, Lines Of Credit, Credit Risk, Underwriting
Education
University of Mississippi
Bachelor of Business Administration (B.B.A.), Managerial Finance
Westlake High School
Diploma
JLL May 2015 - Present
Frost Bank December 2012 - April 2015
The Carlton Law Firm P.L.L.C May 2011 - July 2011
Morgan Stanley Smith Barney May 2010 - August 2010
Skills
Commercial Real Estate, Brokerage, Industrial Real Estate, Financial Analysis, Credit Analysis, Microsoft Excel, Investments, Legal Research, Microsoft Office, Research, Real Estate, Commercial Lending, Banking, Credit, Real Estate Development, Loans, Relationship Management, Due Diligence, Commercial Banking, Salesforce.com, Lines Of Credit, Credit Risk, Underwriting
Education
University of Mississippi
Bachelor of Business Administration (B.B.A.), Managerial Finance
Westlake High School
Diploma
Sarah Crossman's Morgan Stanley Smith Barney Experience October 2011 - January 2012
Job Licensed Sales Producer at Allstate
Industry Insurance
Experience
Allstate March 2012 - Present
Morgan Stanley Smith Barney October 2011 - January 2012
Skills
Underwriting, Insurance, Positive Can-do Attitude, Customer Service, Property & Casualty..., Public Relations, PowerPoint, Microsoft Word, Fixed Annuities, Employee Benefits, Financial Analysis, Social Media, Public Speaking, Microsoft Excel
Education
University of New Hampshire 2006 — 2010
B.A, English; Justice Studies
University of New Hampshire 2006 — 2010
Bachelor's degree, English
Allstate March 2012 - Present
Morgan Stanley Smith Barney October 2011 - January 2012
Skills
Underwriting, Insurance, Positive Can-do Attitude, Customer Service, Property & Casualty..., Public Relations, PowerPoint, Microsoft Word, Fixed Annuities, Employee Benefits, Financial Analysis, Social Media, Public Speaking, Microsoft Excel
Education
University of New Hampshire 2006 — 2010
B.A, English; Justice Studies
University of New Hampshire 2006 — 2010
Bachelor's degree, English
H. Wilkes Evans's Morgan Stanley Smith Barney Experience July 2010 - October 2010
Job Private Wealth Advisor III, V.P. at BB&T Wealth
Industry Banking
Experience
BB&T Wealth November 2014 - Present
Wells Fargo December 2013 - October 2014
Wells Fargo June 2012 - November 2013
Wells Fargo April 2012 - June 2012
Wells Fargo March 2011 - April 2012
Wells Fargo November 2010 - March 2011
Morgan Stanley Smith Barney July 2010 - October 2010
Barberitos Franchising, Inc. July 2007 - June 2010
WILX Entertainment, Inc April 2005 - September 2009
Skills
Banking, Investments, Training, Portfolio Management, Series 7, Series 63, Marketing, Leadership, Customer Service, Sales Management, Relationship Management, Private Banking, Cross Selling, Retail Banking, Analysis, Finance, Retirement Planning, Risk Management, Wealth Management, Consumer Lending, Credit Analysis, Investment Advisory, Asset Allocation, Life Insurance, Securities, Mutual Funds, Financial Analysis, Management, Mortgage Lending, Credit, Underwriting, Equities, Cash Management, Mortgage Banking, Negotiation, Sales, Small Business Lending, Financial Services, Asset Management, Insurance, Commercial Lending, Loans, Lines Of Credit, Strategic Financial..., Commercial Banking
Education
University of Mississippi 2002 — 2008
Bachelor's Degree, Mangerial Finance (Minor Accounting & Real Estate)
Episcopal High School 1998 — 2002
Diploma
BB&T Wealth November 2014 - Present
Wells Fargo December 2013 - October 2014
Wells Fargo June 2012 - November 2013
Wells Fargo April 2012 - June 2012
Wells Fargo March 2011 - April 2012
Wells Fargo November 2010 - March 2011
Morgan Stanley Smith Barney July 2010 - October 2010
Barberitos Franchising, Inc. July 2007 - June 2010
WILX Entertainment, Inc April 2005 - September 2009
Skills
Banking, Investments, Training, Portfolio Management, Series 7, Series 63, Marketing, Leadership, Customer Service, Sales Management, Relationship Management, Private Banking, Cross Selling, Retail Banking, Analysis, Finance, Retirement Planning, Risk Management, Wealth Management, Consumer Lending, Credit Analysis, Investment Advisory, Asset Allocation, Life Insurance, Securities, Mutual Funds, Financial Analysis, Management, Mortgage Lending, Credit, Underwriting, Equities, Cash Management, Mortgage Banking, Negotiation, Sales, Small Business Lending, Financial Services, Asset Management, Insurance, Commercial Lending, Loans, Lines Of Credit, Strategic Financial..., Commercial Banking
Education
University of Mississippi 2002 — 2008
Bachelor's Degree, Mangerial Finance (Minor Accounting & Real Estate)
Episcopal High School 1998 — 2002
Diploma
Aaron Wrenn's Morgan Stanley Smith Barney Experience October 2010 - August 2012
Job Financial Advisor at Commerce Brokerage Services, Inc.
Industry Financial Services
Experience
Commerce Brokerage Services, Inc. January 2014 - Present
Edward Jones August 2012 - January 2014
Morgan Stanley Smith Barney October 2010 - August 2012
Morgan Stanley January 2007 - October 2010
Hormel Foods August 2005 - November 2006
Education
University of Missouri - Trulaske College of Business 2001 — 2005
BSBA, Finance
Commerce Brokerage Services, Inc. January 2014 - Present
Edward Jones August 2012 - January 2014
Morgan Stanley Smith Barney October 2010 - August 2012
Morgan Stanley January 2007 - October 2010
Hormel Foods August 2005 - November 2006
Education
University of Missouri - Trulaske College of Business 2001 — 2005
BSBA, Finance
Jeffrey Janus's Morgan Stanley Smith Barney Experience July 1995 - July 2012
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James Financial, Inc. July 2012 - Present
Morgan Stanley Smith Barney July 1995 - July 2012
Waddell & Reed August 1988 - July 1995
Skills
Wealth Management, Investment Strategies, Portfolio Management, Estate Planning, Qualified Retirement..., Retirement Planning, Trust Funds, Special Situations, Investments, Securities, Strategic Financial..., Financial Advisory, Alternative Investments, Asset Allocation, Mutual Funds, Retirement, Hedge Funds, divorce situations
Education
University of Notre Dame 1981 — 1985
Bachelor of Arts (BA), Philosophy
Seabreeze High School 1979 — 1981
Daytona Beach, Florida
Raymond James Financial, Inc. July 2012 - Present
Morgan Stanley Smith Barney July 1995 - July 2012
Waddell & Reed August 1988 - July 1995
Skills
Wealth Management, Investment Strategies, Portfolio Management, Estate Planning, Qualified Retirement..., Retirement Planning, Trust Funds, Special Situations, Investments, Securities, Strategic Financial..., Financial Advisory, Alternative Investments, Asset Allocation, Mutual Funds, Retirement, Hedge Funds, divorce situations
Education
University of Notre Dame 1981 — 1985
Bachelor of Arts (BA), Philosophy
Seabreeze High School 1979 — 1981
Daytona Beach, Florida
William H. (Bill) Sewell William H. (Bill) Sewell's Morgan Stanley Smith Barney Experience March 1983 - May 2010
Job Managing Director / Producing Branch Complex Manager at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow April 2014 - Present
Wells Fargo Advisors August 2013 - April 2014
Robert W. Baird & Co. May 2010 - August 2013
Morgan Stanley Smith Barney March 1983 - May 2010
Merrill Lynch November 1980 - March 1983
Education
University of Mississippi 1975 — 1979
BB&T Scott & Stringfellow April 2014 - Present
Wells Fargo Advisors August 2013 - April 2014
Robert W. Baird & Co. May 2010 - August 2013
Morgan Stanley Smith Barney March 1983 - May 2010
Merrill Lynch November 1980 - March 1983
Education
University of Mississippi 1975 — 1979
Matt Schafer's Morgan Stanley Smith Barney Experience April 2008 - September 2009
Job Account Manager Network Infrastructure Services at TEKsystems
Industry Information Technology and Services
Experience
TEKsystems April 2012 - Present
TEKsystems June 2010 - April 2012
Mutual of Omaha January 2010 - May 2010
Morgan Stanley Smith Barney April 2008 - September 2009
Skills
Technical Recruiting, Recruiting, Sales, Staffing Services, Staff Augmentation, Team Building, Active Directory, Disaster Recovery, Data Center, Cloud Computing, SharePoint, Virtualization, System Administration, Team Leadership, Microsoft Exchange, VoIP, Outsourcing, Citrix, Service Delivery, Project Management, Consulting, Storage, Networking, Information Technology, Vendor Management, Windows, Linux, Temporary Placement, Security, SQL, MS Project, SDLC, Internet Recruiting, Contract Recruitment
Education
University of Nebraska-Lincoln 2005 — 2009
Bachelor of Science in Business Administration, Finance
Boone Central High School 2001 — 2005
High School
TEKsystems April 2012 - Present
TEKsystems June 2010 - April 2012
Mutual of Omaha January 2010 - May 2010
Morgan Stanley Smith Barney April 2008 - September 2009
Skills
Technical Recruiting, Recruiting, Sales, Staffing Services, Staff Augmentation, Team Building, Active Directory, Disaster Recovery, Data Center, Cloud Computing, SharePoint, Virtualization, System Administration, Team Leadership, Microsoft Exchange, VoIP, Outsourcing, Citrix, Service Delivery, Project Management, Consulting, Storage, Networking, Information Technology, Vendor Management, Windows, Linux, Temporary Placement, Security, SQL, MS Project, SDLC, Internet Recruiting, Contract Recruitment
Education
University of Nebraska-Lincoln 2005 — 2009
Bachelor of Science in Business Administration, Finance
Boone Central High School 2001 — 2005
High School
Justin Grosse's Morgan Stanley Smith Barney Experience December 2011 - June 2012
Job Pharmaceutical Sales Representative at Sanofi
Industry Pharmaceuticals
Experience
Sanofi March 2015 - Present
Sanofi August 2013 - March 2015
EMC August 2012 - August 2013
Morgan Stanley Smith Barney December 2011 - June 2012
Ameriprise Financial Services, Inc. September 2011 - December 2011
AVID Technical Resources June 2011 - August 2011
Skills
Sales Presentations, Direct Sales, Pharmaceutical Sales, Biopharmaceuticals, Medical Devices, Orthopedics, Internal Medicine, Cold Calling, Primary Care, Buy & Bill, Specialty Pharmaceutical, Sales Operations, Hospital Sales
Education
University of New Hampshire 2008 — 2012
Bachelors, Communications
Sanofi March 2015 - Present
Sanofi August 2013 - March 2015
EMC August 2012 - August 2013
Morgan Stanley Smith Barney December 2011 - June 2012
Ameriprise Financial Services, Inc. September 2011 - December 2011
AVID Technical Resources June 2011 - August 2011
Skills
Sales Presentations, Direct Sales, Pharmaceutical Sales, Biopharmaceuticals, Medical Devices, Orthopedics, Internal Medicine, Cold Calling, Primary Care, Buy & Bill, Specialty Pharmaceutical, Sales Operations, Hospital Sales
Education
University of New Hampshire 2008 — 2012
Bachelors, Communications
Alex Scherzer Alex Scherzer's Morgan Stanley Smith Barney Experience March 2012 - Present
Job at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2012 - Present
University of Missouri January 2011 - May 2012
VanceInfo June 2011 - August 2011
Education
University of Missouri-Columbia 2006 — 2011
Morgan Stanley Smith Barney March 2012 - Present
University of Missouri January 2011 - May 2012
VanceInfo June 2011 - August 2011
Education
University of Missouri-Columbia 2006 — 2011
Jim OBrien, ChFC Jim OBrien, ChFC's Morgan Stanley Smith Barney Experience September 1997 - August 2005
Job Financial Advisor at Westside Investment Management
Industry Financial Services
Experience
WESTSIDE Investment Management April 2014 - Present
Wells Fargo Advisors August 2005 - April 2014
Rotary Club of Wailuku 2010 - February 2014
Morgan Stanley Smith Barney September 1997 - August 2005
Skills
Retirement Planning, Investments, IRAs, Fixed Annuities, Portfolio Management, Wealth Management, Series 7, Long Term Care Insurance, 401k, Life Insurance, Series 63, 529 Plans, Series 65, Investment Strategies, Mutual Funds, Investment Advisory, Asset Management, Financial Advisory, Asset Allocation, Securities, Financial Services, Saving for Education, Hedge Funds, Pensions, Series 6, Variable Annuities, Alternative Investments, Certified Financial..., Financial Planners, High Net Worth..., 401k Rollovers, Wealth Management..., Retirement Plan..., Separately Managed..., Retirement, College Savings Plans, Personal Financial..., Bonds, Long-term Care, Roth IRA, Wealth, Wealth Accumulation, ETFs, Fixed Income, Small Business, Equities, Estate Planning, Municipal Bonds
Education
American College
ChFC, Chartered Financial Consultant
University of New Hampshire -- Peter T. Paul College of Business and Economics
WESTSIDE Investment Management April 2014 - Present
Wells Fargo Advisors August 2005 - April 2014
Rotary Club of Wailuku 2010 - February 2014
Morgan Stanley Smith Barney September 1997 - August 2005
Skills
Retirement Planning, Investments, IRAs, Fixed Annuities, Portfolio Management, Wealth Management, Series 7, Long Term Care Insurance, 401k, Life Insurance, Series 63, 529 Plans, Series 65, Investment Strategies, Mutual Funds, Investment Advisory, Asset Management, Financial Advisory, Asset Allocation, Securities, Financial Services, Saving for Education, Hedge Funds, Pensions, Series 6, Variable Annuities, Alternative Investments, Certified Financial..., Financial Planners, High Net Worth..., 401k Rollovers, Wealth Management..., Retirement Plan..., Separately Managed..., Retirement, College Savings Plans, Personal Financial..., Bonds, Long-term Care, Roth IRA, Wealth, Wealth Accumulation, ETFs, Fixed Income, Small Business, Equities, Estate Planning, Municipal Bonds
Education
American College
ChFC, Chartered Financial Consultant
University of New Hampshire -- Peter T. Paul College of Business and Economics
Kerry MacPhail Kerry MacPhail's Morgan Stanley Smith Barney Experience June 2002 - August 2002
Job Acting General Manager Kona Grill San Juan, PR
Industry Food & Beverages
Experience
Kona Grill March 2013 - Present
Latin American Coalition January 2009 - June 2009
Utopia August 2008 - May 2009
Morgan Stanley Smith Barney June 2002 - August 2002
Education
University of North Carolina at Charlotte 2007 — 2011
Bachelor of Arts, Spanish, Business
ITESM, Instituto Tecnológico y Estudio Superiores de
Spanish language, Hispanic culture, and business
PUC, Pontificia Universidad Católica de Chile
Spanish language
Kona Grill March 2013 - Present
Latin American Coalition January 2009 - June 2009
Utopia August 2008 - May 2009
Morgan Stanley Smith Barney June 2002 - August 2002
Education
University of North Carolina at Charlotte 2007 — 2011
Bachelor of Arts, Spanish, Business
ITESM, Instituto Tecnológico y Estudio Superiores de
Spanish language, Hispanic culture, and business
PUC, Pontificia Universidad Católica de Chile
Spanish language
Rebecca Kishbaugh, CRPC's Morgan Stanley Smith Barney Experience August 2008 - October 2011
Job Paraplanner at Gaulden & Associates, An Ameriprise Private Wealth Advisory Practice
Industry Financial Services
Experience
Gaulden & Associates, An Ameriprise Private Wealth Advisory Practice October 2011 - Present
Morgan Stanley Smith Barney August 2008 - October 2011
Merrill Lynch January 2007 - August 2008
Education
University of North Carolina at Chapel Hill 2002 — 2006
Gaulden & Associates, An Ameriprise Private Wealth Advisory Practice October 2011 - Present
Morgan Stanley Smith Barney August 2008 - October 2011
Merrill Lynch January 2007 - August 2008
Education
University of North Carolina at Chapel Hill 2002 — 2006
Chris Babcock Chris Babcock's Morgan Stanley Smith Barney Experience June 2009 - September 2009
Job Senior Business Analyst
Industry Investment Management
Experience
Barclays Wealth June 2012 - Present
Babcock Consulting, LLC May 2009 - Present
Credit Suisse June 2010 - March 2012
Morgan Stanley Smith Barney June 2009 - September 2009
Lehman Brothers January 1994 - March 2008
Deloitte & Touche May 1990 - January 1994
Shearson Lehman Brothers June 1986 - April 1990
Deloitte Haskins & Sells January 1985 - May 1986
Skills
Wealth Management, Asset Management, Portfolio Management, Securities, Capital Markets, Business Analysis, Trading, Investment Banking, Investments, Bloomberg, Fixed Income, Trading Systems, Investment Management, Equities, Bonds, Integration
Education
New York University, School of Continuing Education
Diploma, Computer Technology / Programming
University of Nebraska-Lincoln
BS, Education
Barclays Wealth June 2012 - Present
Babcock Consulting, LLC May 2009 - Present
Credit Suisse June 2010 - March 2012
Morgan Stanley Smith Barney June 2009 - September 2009
Lehman Brothers January 1994 - March 2008
Deloitte & Touche May 1990 - January 1994
Shearson Lehman Brothers June 1986 - April 1990
Deloitte Haskins & Sells January 1985 - May 1986
Skills
Wealth Management, Asset Management, Portfolio Management, Securities, Capital Markets, Business Analysis, Trading, Investment Banking, Investments, Bloomberg, Fixed Income, Trading Systems, Investment Management, Equities, Bonds, Integration
Education
New York University, School of Continuing Education
Diploma, Computer Technology / Programming
University of Nebraska-Lincoln
BS, Education
Brian Hege Brian Hege's Morgan Stanley Smith Barney Experience July 2011 - August 2011
Job Account Manager
Industry Financial Services
Experience
Coastal Federal Credit Union October 2013 - Present
Coastal Federal Credit Union January 2012 - Present
Morgan Stanley Smith Barney July 2011 - August 2011
SunTrust Bank January 2007 - June 2011
SunTrust Bank June 2005 - December 2006
Skills
Loans, Financial Services, Finance, Banking, Customer Service, Life Insurance, Fixed Annuities, Credit Analysis, Consumer Lending, Retail Banking, Sales, Lines Of Credit, Insurance, Credit Cards, Mutual Funds, Cross Selling, Refinance, Branch Banking, Customer Satisfaction, Credit, Home Equity Loans, Credit Unions, Mortgage Lending, Commercial Lending, Investments, Underwriting
Education
University of North Carolina at Greensboro 2000 — 2004
BS, Business Administration
Coastal Federal Credit Union October 2013 - Present
Coastal Federal Credit Union January 2012 - Present
Morgan Stanley Smith Barney July 2011 - August 2011
SunTrust Bank January 2007 - June 2011
SunTrust Bank June 2005 - December 2006
Skills
Loans, Financial Services, Finance, Banking, Customer Service, Life Insurance, Fixed Annuities, Credit Analysis, Consumer Lending, Retail Banking, Sales, Lines Of Credit, Insurance, Credit Cards, Mutual Funds, Cross Selling, Refinance, Branch Banking, Customer Satisfaction, Credit, Home Equity Loans, Credit Unions, Mortgage Lending, Commercial Lending, Investments, Underwriting
Education
University of North Carolina at Greensboro 2000 — 2004
BS, Business Administration
Gregory Hauth's Morgan Stanley Smith Barney Experience August 2003 - August 2011
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2011 - Present
Save Our Communities August 2000 - September 2013
Morgan Stanley Smith Barney August 2003 - August 2011
CIBC Oppenheimer June 1999 - August 2003
University of Washington June 1989 - June 1999
U.S.Navy May 1983 - June 1988
Skills
Investments, Investment Strategies, Financial Advisory, Insurance, Financial Analysis, Financial Modeling, Asset Allocation, Retirement Planning, Mutual Funds
Education
University of Washington, Michael G. Foster School of Business 1996 — 1999
MBA, Finance
University of Notre Dame 1979 — 1983
BA, Government, Econ
Hanford High School 1976 — 1979
High School diploma
Wells Fargo Advisors, LLC August 2011 - Present
Save Our Communities August 2000 - September 2013
Morgan Stanley Smith Barney August 2003 - August 2011
CIBC Oppenheimer June 1999 - August 2003
University of Washington June 1989 - June 1999
U.S.Navy May 1983 - June 1988
Skills
Investments, Investment Strategies, Financial Advisory, Insurance, Financial Analysis, Financial Modeling, Asset Allocation, Retirement Planning, Mutual Funds
Education
University of Washington, Michael G. Foster School of Business 1996 — 1999
MBA, Finance
University of Notre Dame 1979 — 1983
BA, Government, Econ
Hanford High School 1976 — 1979
High School diploma
Brett Lindstrom Brett Lindstrom's Morgan Stanley Smith Barney Experience June 2004 - September 2010
Job The Lindstrom Group at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. September 2010 - Present
Morgan Stanley Smith Barney June 2004 - September 2010
Education
University of Nebraska-Lincoln 1999 — 2004
Bachelor of Science (B.S.), History
Millard West High School
UBS Financial Services, Inc. September 2010 - Present
Morgan Stanley Smith Barney June 2004 - September 2010
Education
University of Nebraska-Lincoln 1999 — 2004
Bachelor of Science (B.S.), History
Millard West High School
Maunank Desai's Morgan Stanley Smith Barney Experience June 2009 - Present
Job
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney June 2009 - Present
Citigroup May 2001 - June 2009
Consultant February 1999 - May 2001
TCS December 1996 - February 1999
Skills
Asset Management, Business Advisory, Managed Account Business, Unified Managed Accounts, Wealth Management, Software Development, Trading Systems, SDLC, AngularJS, Ext JS, Java, JavaScript Libraries, Spring MVC, Struts, Flex, Web Design, Web Development, Web Services, IT Strategy, Integration, Database Design, Solution Architecture, User Interface Design
Education
Fairleigh Dickinson University-Metropolitan Campus
Master’s of Administrative Science (MAS), Management
University of Mumbai
Bachelor of Engineering (B.E.), Computer Science
Morgan Stanley Smith Barney June 2009 - Present
Citigroup May 2001 - June 2009
Consultant February 1999 - May 2001
TCS December 1996 - February 1999
Skills
Asset Management, Business Advisory, Managed Account Business, Unified Managed Accounts, Wealth Management, Software Development, Trading Systems, SDLC, AngularJS, Ext JS, Java, JavaScript Libraries, Spring MVC, Struts, Flex, Web Design, Web Development, Web Services, IT Strategy, Integration, Database Design, Solution Architecture, User Interface Design
Education
Fairleigh Dickinson University-Metropolitan Campus
Master’s of Administrative Science (MAS), Management
University of Mumbai
Bachelor of Engineering (B.E.), Computer Science
Ed Hickey's Morgan Stanley Smith Barney Experience August 2002 - March 2013
Job
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. March 2013 - Present
Morgan Stanley Smith Barney August 2002 - March 2013
Morgan Stanley Smith Barney 2002 - March 2013
Merrill Lynch September 1993 - August 2002
United States Navy April 1988 - January 1994
Education
University of Notre Dame 1984 — 1988
BBA, Finance
University of Notre Dame - Mendoza College of Business 1984 — 1988
BBA, Finance, International Investments, Accounting
St John's 1980 — 1984
Ameriprise Financial Services, Inc. March 2013 - Present
Morgan Stanley Smith Barney August 2002 - March 2013
Morgan Stanley Smith Barney 2002 - March 2013
Merrill Lynch September 1993 - August 2002
United States Navy April 1988 - January 1994
Education
University of Notre Dame 1984 — 1988
BBA, Finance
University of Notre Dame - Mendoza College of Business 1984 — 1988
BBA, Finance, International Investments, Accounting
St John's 1980 — 1984
Jamie Ling's Morgan Stanley Smith Barney Experience November 2007 - March 2013
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors March 2013 - Present
Dayton Bombers professional hockey team September 2004 - September 2013
Morgan Stanley Smith Barney November 2007 - March 2013
UBS Wealth Management October 2004 - November 2007
Various AHL, IHL, and ECHL teams October 1996 - May 2003
Skills
Investments, Asset Allocation, Financial Services, 401k, Retirement, Investment Strategies, Insurance, Life Insurance, Investment Planning
Education
University of Notre Dame 1992 — 1996
Bachelor of Arts
Wells Fargo Advisors March 2013 - Present
Dayton Bombers professional hockey team September 2004 - September 2013
Morgan Stanley Smith Barney November 2007 - March 2013
UBS Wealth Management October 2004 - November 2007
Various AHL, IHL, and ECHL teams October 1996 - May 2003
Skills
Investments, Asset Allocation, Financial Services, 401k, Retirement, Investment Strategies, Insurance, Life Insurance, Investment Planning
Education
University of Notre Dame 1992 — 1996
Bachelor of Arts
Andi Bray's Morgan Stanley Smith Barney Experience July 2002 - Present
Job Athletic Aqua Technician at Morgan Stanley Smith Barney
Industry Investment Banking
Experience
Morgan Stanley Smith Barney July 2002 - Present
Citigroup July 2002 - August 2009
Skills
Alternative Investments, Community Outreach, Customer Service, Editing, Event Planning, Leadership, Microsoft Excel, Microsoft Office, Music, PowerPoint, Public Speaking, Social Media
Education
University of North Alabama 1992 — 1998
Morgan Stanley Smith Barney July 2002 - Present
Citigroup July 2002 - August 2009
Skills
Alternative Investments, Community Outreach, Customer Service, Editing, Event Planning, Leadership, Microsoft Excel, Microsoft Office, Music, PowerPoint, Public Speaking, Social Media
Education
University of North Alabama 1992 — 1998
Joshua Maddux's Morgan Stanley Smith Barney Experience April 2008 - November 2011
Job Sales Professional
Industry Medical Devices
Experience
Baker Hughes January 2014 - May 2015
Baker Hughes October 2012 - January 2014
Morgan Stanley Smith Barney April 2008 - November 2011
HRBFA (Ameriprise) December 1994 - April 2008
Skills
Consultative Sales- 17..., Consultative Sales..., Oil & Gas Industry 3...
Education
University of Minnesota-Twin Cities 1990 — 1994
Bachelor’s Degree, Economics
Baker Hughes January 2014 - May 2015
Baker Hughes October 2012 - January 2014
Morgan Stanley Smith Barney April 2008 - November 2011
HRBFA (Ameriprise) December 1994 - April 2008
Skills
Consultative Sales- 17..., Consultative Sales..., Oil & Gas Industry 3...
Education
University of Minnesota-Twin Cities 1990 — 1994
Bachelor’s Degree, Economics
Gilbert Montoya's Morgan Stanley Smith Barney Experience October 2008 - Present
Job Software Distribution Analyst
Industry Banking
Experience
Morgan Stanley Smith Barney October 2008 - Present
LandAmerica Lawyers Title February 2008 - October 2008
Education
University of Northern Colorado 1982 — 1984
Morgan Stanley Smith Barney October 2008 - Present
LandAmerica Lawyers Title February 2008 - October 2008
Education
University of Northern Colorado 1982 — 1984
Brendan Carey's Morgan Stanley Smith Barney Experience December 2007 - January 2010
Job VP Acquisitions
Industry Commercial Real Estate
Experience
Signature Community Investment Group May 2010 - Present
Morgan Stanley Smith Barney December 2007 - January 2010
Legg Mason December 2004 - December 2007
Citigroup Asset Management March 1999 - December 2004
Education
University of North Carolina at Chapel Hill 1992 — 1997
Bachelor of Arts, Communications
Signature Community Investment Group May 2010 - Present
Morgan Stanley Smith Barney December 2007 - January 2010
Legg Mason December 2004 - December 2007
Citigroup Asset Management March 1999 - December 2004
Education
University of North Carolina at Chapel Hill 1992 — 1997
Bachelor of Arts, Communications
Chris Sohosky's Morgan Stanley Smith Barney Experience April 2007 - February 2011
Job Consultant Zees Holdings, LLC
Industry Financial Services
Experience
Zees Holdings LLC March 2011 - Present
Morgan Stanley Smith Barney April 2007 - February 2011
Infinity Property Partners, LLC July 2007 - February 2008
Leggett & Platt 1998 - 2006
Education
University of Missouri-Columbia 1990 — 1994
Bachelor of Science, Textile and Apparel Management
Zees Holdings LLC March 2011 - Present
Morgan Stanley Smith Barney April 2007 - February 2011
Infinity Property Partners, LLC July 2007 - February 2008
Leggett & Platt 1998 - 2006
Education
University of Missouri-Columbia 1990 — 1994
Bachelor of Science, Textile and Apparel Management
Diane Andrews's Morgan Stanley Smith Barney Experience January 1993 - April 2010
Job Marketing Coordinator at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC January 2011 - Present
Market America Unfranchise Owner March 2010 - April 2011
Morgan Stanley Smith Barney January 1993 - April 2010
Skills
Accounting, Management, Training, Financial Services, Consulting, Marketing, Internal Controls, Leadership, Auditing, Employee Benefits, Insurance, QuickBooks, Small Business, Management Consulting, Financial Analysis
Education
University of Minnesota-Twin Cities 1973 — 1975
CBIZ MHM, LLC January 2011 - Present
Market America Unfranchise Owner March 2010 - April 2011
Morgan Stanley Smith Barney January 1993 - April 2010
Skills
Accounting, Management, Training, Financial Services, Consulting, Marketing, Internal Controls, Leadership, Auditing, Employee Benefits, Insurance, QuickBooks, Small Business, Management Consulting, Financial Analysis
Education
University of Minnesota-Twin Cities 1973 — 1975
Michael Dickinson, CFP®'s Morgan Stanley Smith Barney Experience May 2009 - Present
Job Vice PresidentWealth Management at Morgan Stanley Smith Barney
Industry Investment Management
Experience
Morgan Stanley Smith Barney May 2009 - Present
UBS Financial Services August 2000 - May 2009
RBC Centura Bank April 1998 - August 2000
Bank of America August 1992 - April 1998
Education
University of North Carolina at Chapel Hill 1988 — 1992
Bachelor of Arts, Economics
Morgan Stanley Smith Barney May 2009 - Present
UBS Financial Services August 2000 - May 2009
RBC Centura Bank April 1998 - August 2000
Bank of America August 1992 - April 1998
Education
University of North Carolina at Chapel Hill 1988 — 1992
Bachelor of Arts, Economics
Ajay Munsif's Morgan Stanley Smith Barney Experience April 2007 - Present
Job
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2007 - Present
Education
AICPA
CPA
Institute of Cost & Works Accountant
Cost & Management Accountant
University of Mumbai
MASTERS, Finance & Business
University of Mumbai
Bachelor's Degree, Accounting & Auditing
Morgan Stanley Smith Barney April 2007 - Present
Education
AICPA
CPA
Institute of Cost & Works Accountant
Cost & Management Accountant
University of Mumbai
MASTERS, Finance & Business
University of Mumbai
Bachelor's Degree, Accounting & Auditing
William Maich's Morgan Stanley Smith Barney Experience November 2009 - June 2011
Job Account Executive at Datto, Inc. and lover of all appetizers
Industry Computer Software
Experience
Datto, Inc. December 2014 - Present
Backupify (acquired by Datto, Inc.) April 2014 - December 2014
Echo Global Logistics (formerly Open Mile, Inc.) February 2012 - April 2014
Morgan Stanley Smith Barney November 2009 - June 2011
Boston Marathon Jimmy Fund Walk at Dana-Farber Cancer Institute June 2008 - August 2008
Skills
Series 7, Financial Modeling, Alternative Investments, Investments, Asset Allocation, Enterprise Software, Sales, SaaS, Start-ups, Google Apps, Sales Operations, Salesforce.com, Cloud Computing, Mutual Funds, Wealth Management, Investment Strategies
Education
University of Notre Dame
BA, Business Marketing
Noble & Greenough
Datto, Inc. December 2014 - Present
Backupify (acquired by Datto, Inc.) April 2014 - December 2014
Echo Global Logistics (formerly Open Mile, Inc.) February 2012 - April 2014
Morgan Stanley Smith Barney November 2009 - June 2011
Boston Marathon Jimmy Fund Walk at Dana-Farber Cancer Institute June 2008 - August 2008
Skills
Series 7, Financial Modeling, Alternative Investments, Investments, Asset Allocation, Enterprise Software, Sales, SaaS, Start-ups, Google Apps, Sales Operations, Salesforce.com, Cloud Computing, Mutual Funds, Wealth Management, Investment Strategies
Education
University of Notre Dame
BA, Business Marketing
Noble & Greenough
Melissa Dunn (Bolduc)'s Morgan Stanley Smith Barney Experience November 2008 - April 2012
Job Executive Assistant at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank October 2013 - Present
CitiMortgage April 2012 - October 2013
Morgan Stanley Smith Barney November 2008 - April 2012
CitiFinancial January 2006 - November 2008
Skills
Financial Services, Microsoft Office, Sales, Risk Management, Marketing, SDLC, Management, Banking, Financial Analysis, Process Improvement
Education
University of New Hampshire - Whittemore School of Business and Economics 2000 — 2004
Bachelor of Business Administration (B.B.A.), Accoutning and Finance
Citi Private Bank October 2013 - Present
CitiMortgage April 2012 - October 2013
Morgan Stanley Smith Barney November 2008 - April 2012
CitiFinancial January 2006 - November 2008
Skills
Financial Services, Microsoft Office, Sales, Risk Management, Marketing, SDLC, Management, Banking, Financial Analysis, Process Improvement
Education
University of New Hampshire - Whittemore School of Business and Economics 2000 — 2004
Bachelor of Business Administration (B.B.A.), Accoutning and Finance
Aparna Sen's Morgan Stanley Smith Barney Experience June 2005 - August 2007
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2007 - Present
Morgan Stanley Smith Barney June 2005 - August 2007
CyberStaff America, NY July 2003 - June 2005
Travelspan Vacations, NY March 2002 - July 2003
Infoweb India Limited, India March 2000 - March 2001
Wintech Computers, India August 1999 - March 2000
Bank of Tokyo-Mitsubishi August 1998 - November 1998
Datapro Computers Ltd. India June 1994 - May 1998
Skills
Program Management, Project Management, Product Development, Business Analysis, IT & Business Strategy..., Vendor Management, Equities, Institutional Sales, Equity Trading, Trading Systems, CRM, Capital Markets, Derivatives, Analytics, Management, Leadership, Risk Management, Institutional Marketing, Multinational Team..., Consortium, Cross-functional Team..., Strategic Planning, SDLC
Education
Institute of Chartered Financial Analysts of India 1996 — 1997
Diploma in Business Finance, Corporate Finance, Investment Managment, Portfolio Management
Aptech Computer Education 1992 — 1994
Diploma in Information and Systems Management, Computer Science
University of Mumbai 1990 — 1994
BS in Commerce, Finance, Accounting and Economics
Morgan Stanley August 2007 - Present
Morgan Stanley Smith Barney June 2005 - August 2007
CyberStaff America, NY July 2003 - June 2005
Travelspan Vacations, NY March 2002 - July 2003
Infoweb India Limited, India March 2000 - March 2001
Wintech Computers, India August 1999 - March 2000
Bank of Tokyo-Mitsubishi August 1998 - November 1998
Datapro Computers Ltd. India June 1994 - May 1998
Skills
Program Management, Project Management, Product Development, Business Analysis, IT & Business Strategy..., Vendor Management, Equities, Institutional Sales, Equity Trading, Trading Systems, CRM, Capital Markets, Derivatives, Analytics, Management, Leadership, Risk Management, Institutional Marketing, Multinational Team..., Consortium, Cross-functional Team..., Strategic Planning, SDLC
Education
Institute of Chartered Financial Analysts of India 1996 — 1997
Diploma in Business Finance, Corporate Finance, Investment Managment, Portfolio Management
Aptech Computer Education 1992 — 1994
Diploma in Information and Systems Management, Computer Science
University of Mumbai 1990 — 1994
BS in Commerce, Finance, Accounting and Economics
Timothy Ballard's Morgan Stanley Smith Barney Experience September 2009 - September 2012
Job Financial Advisor at FTB Advisors inc.
Industry Financial Services
Experience
FTB Advisors inc. June 2013 - Present
Morgan Stanley September 2012 - June 2013
Morgan Stanley Smith Barney September 2009 - September 2012
Smith Barney Inc. January 2001 - January 2012
Skills
Series 7, Wealth Management, Series 63, FINRA, Series 65, Mutual Funds, Securities, Asset Allocation, Alternative Investments, Retirement Planning, Investment Advisory, Financial Advisory, ETFs, Asset Management, Uniform Combined State...
Education
University of Oklahoma 1976 — 1984
Bachelor of Science/Juris Doctor, Political Science/Law
FTB Advisors inc. June 2013 - Present
Morgan Stanley September 2012 - June 2013
Morgan Stanley Smith Barney September 2009 - September 2012
Smith Barney Inc. January 2001 - January 2012
Skills
Series 7, Wealth Management, Series 63, FINRA, Series 65, Mutual Funds, Securities, Asset Allocation, Alternative Investments, Retirement Planning, Investment Advisory, Financial Advisory, ETFs, Asset Management, Uniform Combined State...
Education
University of Oklahoma 1976 — 1984
Bachelor of Science/Juris Doctor, Political Science/Law
Robert Tufts's Morgan Stanley Smith Barney Experience October 2009 - May 2010
Job Senior Solutions Specialist White House & DHS at Verizon Enterprise Solutions
Industry Telecommunications
Experience
Verizon Enterprise Solutions April 2014 - Present
Verizon Enterprise Solutions March 2012 - March 2014
Verizon Wireless July 2011 - February 2012
Verizon Wireless July 2010 - June 2011
Morgan Stanley Smith Barney October 2009 - May 2010
Verizon Wireless March 2007 - October 2009
Verizon Wireless December 2005 - February 2007
Verizon Wireless January 2005 - November 2005
Verizon Wireless September 2003 - December 2004
Skills
Leadership, M2M, Cloud Computing, Strategy, Call Center, Team Leadership, Mobile Technology, Wireless Networking, Channel Partners, Cellular Communications, Cloud Applications, Cloud Security, Professional Services, Co-location, Solution Selling, Direct Sales, Wireless, Managed Services, Telecommunications, Sales Process, Mobile Devices, Customer Retention, Unified Communications, Strategic Partnerships, Account Management, Salesforce.com, VoIP, Sales Operations, Selling, Sales Management, Cold Calling, Call Centers, Sales, B2B, Channel, Customer Experience, CRM, Cross-functional Team..., New Business Development, Business Development, Go-to-market Strategy, Product Marketing, Networking, IP, Data Center, Solutions Marketing, SIP Trunking, MPLS
Education
University of Montevallo
BS, Biology
Verizon Enterprise Solutions April 2014 - Present
Verizon Enterprise Solutions March 2012 - March 2014
Verizon Wireless July 2011 - February 2012
Verizon Wireless July 2010 - June 2011
Morgan Stanley Smith Barney October 2009 - May 2010
Verizon Wireless March 2007 - October 2009
Verizon Wireless December 2005 - February 2007
Verizon Wireless January 2005 - November 2005
Verizon Wireless September 2003 - December 2004
Skills
Leadership, M2M, Cloud Computing, Strategy, Call Center, Team Leadership, Mobile Technology, Wireless Networking, Channel Partners, Cellular Communications, Cloud Applications, Cloud Security, Professional Services, Co-location, Solution Selling, Direct Sales, Wireless, Managed Services, Telecommunications, Sales Process, Mobile Devices, Customer Retention, Unified Communications, Strategic Partnerships, Account Management, Salesforce.com, VoIP, Sales Operations, Selling, Sales Management, Cold Calling, Call Centers, Sales, B2B, Channel, Customer Experience, CRM, Cross-functional Team..., New Business Development, Business Development, Go-to-market Strategy, Product Marketing, Networking, IP, Data Center, Solutions Marketing, SIP Trunking, MPLS
Education
University of Montevallo
BS, Biology
Scott Trueman's Morgan Stanley Smith Barney Experience June 2007 - November 2012
Job Financial Advisor, Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisor, LLC November 2012 - Present
Morgan Stanley Smith Barney June 2007 - November 2012
Banc of America Investments 2000 - 2007
Wells Fargo Advisors, LLC April 1994 - October 1999
Skills
Retirement Planning, Financial Services
Education
University of Nebraska at Omaha 1989 — 1994
Bachelor of Science (BS), Finance
Bellevue East High School 1985 — 1987
Wells Fargo Advisor, LLC November 2012 - Present
Morgan Stanley Smith Barney June 2007 - November 2012
Banc of America Investments 2000 - 2007
Wells Fargo Advisors, LLC April 1994 - October 1999
Skills
Retirement Planning, Financial Services
Education
University of Nebraska at Omaha 1989 — 1994
Bachelor of Science (BS), Finance
Bellevue East High School 1985 — 1987
Anmol Malhotra's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Associate at BlackRock
Industry Investment Management
Experience
BlackRock January 2015 - Present
BlackRock August 2011 - December 2014
BlackRock June 2010 - August 2010
MORGAN STANLEY SMITH BARNEY June 2009 - August 2009
U.S. Fund for UNICEF June 2008 - August 2008
Skills
Valuation, Bloomberg, Financial Analysis, Fixed Income, Financial Modeling, Capital Markets, Hedge Funds, Asset Management, Analysis, Alternative Investments, Microsoft Office, Investment Banking, Portfolio Management, Equity Valuation, Private Equity, Investments, Equity Research
Education
University of Notre Dame - Mendoza College of Business 2007 — 2011
Bachelor of Business Administration in Finance
University of Notre Dame- London Program 2010 — 2010
Bachelor of Business Administration in Finance
BlackRock January 2015 - Present
BlackRock August 2011 - December 2014
BlackRock June 2010 - August 2010
MORGAN STANLEY SMITH BARNEY June 2009 - August 2009
U.S. Fund for UNICEF June 2008 - August 2008
Skills
Valuation, Bloomberg, Financial Analysis, Fixed Income, Financial Modeling, Capital Markets, Hedge Funds, Asset Management, Analysis, Alternative Investments, Microsoft Office, Investment Banking, Portfolio Management, Equity Valuation, Private Equity, Investments, Equity Research
Education
University of Notre Dame - Mendoza College of Business 2007 — 2011
Bachelor of Business Administration in Finance
University of Notre Dame- London Program 2010 — 2010
Bachelor of Business Administration in Finance
Denise Greene's Morgan Stanley Smith Barney Experience June 2010 - June 2011
Job Realtor at SRE
Industry Real Estate
Experience
SRE Real Estate Sales 2012 - Present
Morgan Stanley Smith Barney June 2010 - June 2011
Skills
Fundraising, Real Estate, Investment Properties, Residential Homes, Investors, Non-profits, Condos, Sellers, Referrals, Real Estate Transactions, Selling, Vacation Homes, Marketing, Buyer Representation, Public Speaking, Second Home, Single Family Homes, Team Building, Luxury, Nonprofits, Rentals, Foreclosures, Marketing Strategy, REO, Investments, Buyers, Property, Listings, New Home Sales, Short Sales, New Homes, Townhomes, Relocation, Income Properties, Seniors, SFR, Real Property, First Time Home Buyers, Home Staging, FHA, Property Management, Waterfront, Refinance, 1031 Exchanges, Real Estate Development, Relocation Buyers, Commercial Real Estate, Mortgage Lending, Real Estate License, International Real...
Education
University of Minnesota-Twin Cities 1980 — 1983
Economics and Geography
SRE Real Estate Sales 2012 - Present
Morgan Stanley Smith Barney June 2010 - June 2011
Skills
Fundraising, Real Estate, Investment Properties, Residential Homes, Investors, Non-profits, Condos, Sellers, Referrals, Real Estate Transactions, Selling, Vacation Homes, Marketing, Buyer Representation, Public Speaking, Second Home, Single Family Homes, Team Building, Luxury, Nonprofits, Rentals, Foreclosures, Marketing Strategy, REO, Investments, Buyers, Property, Listings, New Home Sales, Short Sales, New Homes, Townhomes, Relocation, Income Properties, Seniors, SFR, Real Property, First Time Home Buyers, Home Staging, FHA, Property Management, Waterfront, Refinance, 1031 Exchanges, Real Estate Development, Relocation Buyers, Commercial Real Estate, Mortgage Lending, Real Estate License, International Real...
Education
University of Minnesota-Twin Cities 1980 — 1983
Economics and Geography
Beth Clifford's Morgan Stanley Smith Barney Experience June 2011 - January 2012
Job Program Assistant, University of Massachusetts Foundation
Industry Events Services
Experience
Morgan Stanley Smith Barney June 2011 - January 2012
Education
University of New Hampshire 2002 — 2006
Bachelor of Science, Recreation Management, Program Administration
Morgan Stanley Smith Barney June 2011 - January 2012
Education
University of New Hampshire 2002 — 2006
Bachelor of Science, Recreation Management, Program Administration
Lindsey Kalell's Morgan Stanley Smith Barney Experience January 2007 - July 2012
Job Regional Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds September 2013 - Present
US Trust June 2012 - September 2013
Morgan Stanley Smith Barney January 2007 - July 2012
Skills
Asset Allocation, Mutual Funds, Investments, Investment Strategies, Wealth Management, Retirement Planning, Relationship Management, Wealth Management..., Retirement, Alternative Investments, Series 7, Trading, Series 63, Portfolio Management, Investment Advisory
Education
University of Missouri-Kansas City 2011 — 2013
MBA, Finance
University of Missouri-Kansas City 2007 — 2010
BBA, Finance
OppenheimerFunds September 2013 - Present
US Trust June 2012 - September 2013
Morgan Stanley Smith Barney January 2007 - July 2012
Skills
Asset Allocation, Mutual Funds, Investments, Investment Strategies, Wealth Management, Retirement Planning, Relationship Management, Wealth Management..., Retirement, Alternative Investments, Series 7, Trading, Series 63, Portfolio Management, Investment Advisory
Education
University of Missouri-Kansas City 2011 — 2013
MBA, Finance
University of Missouri-Kansas City 2007 — 2010
BBA, Finance
Jesse Wilensky's Morgan Stanley Smith Barney Experience 2010 - 2011
Job Managing Director Sales
Industry Automotive
Experience
StarcraftBus.net September 2012 - Present
HSAX & Co. 2011 - 2012
Morgan Stanley Smith Barney 2010 - 2011
Liquid Logic 2006 - 2010
Long Transfer Inc 2004 - 2007
Outerquest Outdoor Schools and Camp January 1998 - January 2004
Skills
Marketing, Sales, Management, Event Planning, Investments, Selling, Market Research, Strategic Financial..., Series 7, Sales Management, Marketing Strategy, Team Building, Account Management, Finance, New Business Development, Team Leadership, Leadership, Coaching, Strategic Planning, Business Planning, Business Strategy, Training, Event Management, Risk Management, Business Development, Entrepreneurship
Education
High Mark Systems 2002 — 2010
Sales
University of North Carolina at Asheville 2002 — 2007
BA, Literature, Focus in Economics, Marketing
The Academy at Adventure Quest 2000 — 2002
High School, Cultural Immersion, Foreign Languages, Expedition Kayaking
River Hill High School 1998 — 2000
StarcraftBus.net September 2012 - Present
HSAX & Co. 2011 - 2012
Morgan Stanley Smith Barney 2010 - 2011
Liquid Logic 2006 - 2010
Long Transfer Inc 2004 - 2007
Outerquest Outdoor Schools and Camp January 1998 - January 2004
Skills
Marketing, Sales, Management, Event Planning, Investments, Selling, Market Research, Strategic Financial..., Series 7, Sales Management, Marketing Strategy, Team Building, Account Management, Finance, New Business Development, Team Leadership, Leadership, Coaching, Strategic Planning, Business Planning, Business Strategy, Training, Event Management, Risk Management, Business Development, Entrepreneurship
Education
High Mark Systems 2002 — 2010
Sales
University of North Carolina at Asheville 2002 — 2007
BA, Literature, Focus in Economics, Marketing
The Academy at Adventure Quest 2000 — 2002
High School, Cultural Immersion, Foreign Languages, Expedition Kayaking
River Hill High School 1998 — 2000
Rodney Lineberry's Morgan Stanley Smith Barney Experience 2002 - 2012
Job Complex Manager at Raymond James
Industry Financial Services
Experience
Raymond James & Associates September 2015 - Present
BB&T Scott & Stringfellow 2012 - September 2015
Morgan Stanley Smith Barney 2002 - 2012
Morgan Stanley Smith Barney 1997 - 2002
Morgan Stanley Smith Barney 1992 - 1997
Skills
Financial Services, Series 7, Wealth Management, Investments, Mutual Funds, Series 63, Series 65, Securities, FINRA, Asset Allocation, Investment Advisory, Sales Management, Finance, Financial Advisory, Management, Leadership, Recruiting, Branch Management, Coaching, Business Development, Financial Analysis, Series 24, Retirement Planning, Prospect Qualification, Recruitment/Retention, Net New Asset Growth, Top Line Growth, Bottom Line Growth, Mentoring, Series 9, Series 10
Education
University of North Carolina at Charlotte - Belk College of Business
BS
Raymond James & Associates September 2015 - Present
BB&T Scott & Stringfellow 2012 - September 2015
Morgan Stanley Smith Barney 2002 - 2012
Morgan Stanley Smith Barney 1997 - 2002
Morgan Stanley Smith Barney 1992 - 1997
Skills
Financial Services, Series 7, Wealth Management, Investments, Mutual Funds, Series 63, Series 65, Securities, FINRA, Asset Allocation, Investment Advisory, Sales Management, Finance, Financial Advisory, Management, Leadership, Recruiting, Branch Management, Coaching, Business Development, Financial Analysis, Series 24, Retirement Planning, Prospect Qualification, Recruitment/Retention, Net New Asset Growth, Top Line Growth, Bottom Line Growth, Mentoring, Series 9, Series 10
Education
University of North Carolina at Charlotte - Belk College of Business
BS
Houston Hawley's Morgan Stanley Smith Barney Experience May 2011 - July 2011
Job Corporate Sales Manager at Sumo Logic
Industry Information Technology and Services
Experience
Sumo Logic June 2015 - Present
ZL Technologies June 2012 - June 2015
Morgan Stanley Smith Barney May 2011 - July 2011
Senator Saxby Chambliss May 2010 - July 2010
Skills
Salesforce.com, Social Media, SaaS, Microsoft Excel, Solution Selling, E-Discovery Consulting, Email Archiving, File Archiving, SharePoint, Cloud Computing, Sales Presentations, Information Governance, SEC 17a-4, Sales, Enterprise Software, Data Analysis, Microsoft Office, Financial Modeling, Social Media Marketing, Leadership, Fundraising, Marketing Strategy, Offshore Operations, PowerPoint, Complex Sales, Security, B2B, Onsite Coordination, Business Development, Management, Customer Service, Microsoft Word
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Arts (B.A.)
The Westminster Schools
Sumo Logic June 2015 - Present
ZL Technologies June 2012 - June 2015
Morgan Stanley Smith Barney May 2011 - July 2011
Senator Saxby Chambliss May 2010 - July 2010
Skills
Salesforce.com, Social Media, SaaS, Microsoft Excel, Solution Selling, E-Discovery Consulting, Email Archiving, File Archiving, SharePoint, Cloud Computing, Sales Presentations, Information Governance, SEC 17a-4, Sales, Enterprise Software, Data Analysis, Microsoft Office, Financial Modeling, Social Media Marketing, Leadership, Fundraising, Marketing Strategy, Offshore Operations, PowerPoint, Complex Sales, Security, B2B, Onsite Coordination, Business Development, Management, Customer Service, Microsoft Word
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Arts (B.A.)
The Westminster Schools
Kirk DeHaven's Morgan Stanley Smith Barney Experience 1979 - Present
Job Family Wealth Director at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 1979 - Present
Education
University of North Carolina at Chapel Hill 1969 — 1973
B.S.
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst program
Morgan Stanley Smith Barney 1979 - Present
Education
University of North Carolina at Chapel Hill 1969 — 1973
B.S.
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst program
Joseph Mazziotta's Morgan Stanley Smith Barney Experience May 1986 - Present
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 1986 - Present
USAF January 1966 - April 1986
Education
University of Northern Colorado 1974 — 1975
MA, Public Administration
St. John's University 1960 — 1965
BA, Economics
Morgan Stanley Smith Barney May 1986 - Present
USAF January 1966 - April 1986
Education
University of Northern Colorado 1974 — 1975
MA, Public Administration
St. John's University 1960 — 1965
BA, Economics
Cecilie Weckhorst's Morgan Stanley Smith Barney Experience June 2008 - Present
Job Senior Registered Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2008 - Present
Merrill Lynch Private Banking & Investment Group August 2006 - June 2008
Merrill Lynch August 2004 - August 2006
Skills
Excel, Microsoft Office, Word, Customer Service, PowerPoint
Education
University of New Hampshire - Whittemore School of Business and Economics 2000 — 2004
Bacherlor's, Business Administration, Finance
Seljord Folkehogskole 1999 — 2000
Morgan Stanley Smith Barney June 2008 - Present
Merrill Lynch Private Banking & Investment Group August 2006 - June 2008
Merrill Lynch August 2004 - August 2006
Skills
Excel, Microsoft Office, Word, Customer Service, PowerPoint
Education
University of New Hampshire - Whittemore School of Business and Economics 2000 — 2004
Bacherlor's, Business Administration, Finance
Seljord Folkehogskole 1999 — 2000
Matthew Israelsky's Morgan Stanley Smith Barney Experience April 2011 - July 2012
Job Research Analyst at Slocum
Industry Financial Services
Experience
Slocum December 2014 - Present
DCAdvisors October 2013 - October 2014
Morgan Stanley Smith Barney April 2011 - July 2012
Chase Investment Services Corp. January 2010 - January 2011
Skills
Financial Analysis, Investments, Financial Modeling, Strategic Financial..., Portfolio Management, Finance, Risk Management, Valuation, Sales, Microsoft Excel, Leadership, Data Analysis, Marketing, Due Diligence, Analysis
Education
University of Minnesota-Twin Cities 2005 — 2009
BA, Economics
Slocum December 2014 - Present
DCAdvisors October 2013 - October 2014
Morgan Stanley Smith Barney April 2011 - July 2012
Chase Investment Services Corp. January 2010 - January 2011
Skills
Financial Analysis, Investments, Financial Modeling, Strategic Financial..., Portfolio Management, Finance, Risk Management, Valuation, Sales, Microsoft Excel, Leadership, Data Analysis, Marketing, Due Diligence, Analysis
Education
University of Minnesota-Twin Cities 2005 — 2009
BA, Economics
Jamie Gardella's Morgan Stanley Smith Barney Experience July 2009 - August 2009
Job Associate
Industry Financial Services
Experience
J.P. Morgan October 2014 - Present
McGraw Hill Financial July 2013 - October 2014
Lombard Risk July 2012 - July 2013
PRICOA Capital Group July 2011 - June 2012
Deutsche Bank June 2010 - August 2010
Morgan Stanley Smith Barney July 2009 - August 2009
Education
University of Notre Dame 2007 — 2011
Bachelor of Business Administration (BBA), Finance
J.P. Morgan October 2014 - Present
McGraw Hill Financial July 2013 - October 2014
Lombard Risk July 2012 - July 2013
PRICOA Capital Group July 2011 - June 2012
Deutsche Bank June 2010 - August 2010
Morgan Stanley Smith Barney July 2009 - August 2009
Education
University of Notre Dame 2007 — 2011
Bachelor of Business Administration (BBA), Finance
Michael J Johnson's Morgan Stanley Smith Barney Experience September 2009 - December 2009
Job Senior Associate at PwC Consulting
Industry Management Consulting
Experience
PwC December 2013 - Present
Fisher Investments December 2012 - July 2013
Capital Pacific July 2012 - December 2012
MC Capital June 2011 - March 2012
University of Oregon Economics Dept. January 2011 - May 2011
Merrill Lynch June 2010 - September 2010
InField Marketing Group March 2010 - March 2010
IMG January 2010 - February 2010
Morgan Stanley Smith Barney September 2009 - December 2009
Skills
Acquisition Integration, Management Consulting, Mergers & Acquisitions, Investment Banking, Investments, Financial Statement..., LBO, Commercial Real Estate, Finance, Asset Management, DCF Valuation, Valuation, Real Estate Financing, Portfolio Management, Due Diligence, Financial Modeling, Additional Computer..., Valuation Modeling and..., STATA Economic..., Management, Microsoft Excel, Social Media, Financial Analysis, Microsoft Office
Education
University of Oregon 2006 — 2011
Bachelor's of Science, Economics & Finance
PwC December 2013 - Present
Fisher Investments December 2012 - July 2013
Capital Pacific July 2012 - December 2012
MC Capital June 2011 - March 2012
University of Oregon Economics Dept. January 2011 - May 2011
Merrill Lynch June 2010 - September 2010
InField Marketing Group March 2010 - March 2010
IMG January 2010 - February 2010
Morgan Stanley Smith Barney September 2009 - December 2009
Skills
Acquisition Integration, Management Consulting, Mergers & Acquisitions, Investment Banking, Investments, Financial Statement..., LBO, Commercial Real Estate, Finance, Asset Management, DCF Valuation, Valuation, Real Estate Financing, Portfolio Management, Due Diligence, Financial Modeling, Additional Computer..., Valuation Modeling and..., STATA Economic..., Management, Microsoft Excel, Social Media, Financial Analysis, Microsoft Office
Education
University of Oregon 2006 — 2011
Bachelor's of Science, Economics & Finance
Julia Lopiparo's Morgan Stanley Smith Barney Experience August 2008 - September 2012
Job Supervisory Manager, J.P. Morgan Securities LLC
Industry Financial Services
Experience
J.P. Morgan Securities LLC October 2012 - Present
Morgan Stanley Smith Barney August 2008 - September 2012
UBS 1997 - 2008
Education
University of New Orleans 2001 — 2004
Bachelor, Finance
J.P. Morgan Securities LLC October 2012 - Present
Morgan Stanley Smith Barney August 2008 - September 2012
UBS 1997 - 2008
Education
University of New Orleans 2001 — 2004
Bachelor, Finance
Ryan Doolan's Morgan Stanley Smith Barney Experience December 2011 - January 2012
Job MBA Candidate '16 at University of Notre Dame
Industry Financial Services
Experience
The Indiana Whiskey Company May 2015 - Present
Epic August 2012 - July 2014
Morgan Stanley Smith Barney December 2011 - January 2012
Skills
PowerPoint, Analysis, Data Analysis, Portfolio Management, Finance, Microsoft Excel, Valuation, Equities, Project Management, Business Analysis, Microsoft Office, Microsoft Word, Access, Research, Corporate Finance
Education
University of Notre Dame - Mendoza College of Business 2014 — 2016
Master of Business Administration (MBA), Corporate Finance, Investments
University of Notre Dame 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, Economics
The Indiana Whiskey Company May 2015 - Present
Epic August 2012 - July 2014
Morgan Stanley Smith Barney December 2011 - January 2012
Skills
PowerPoint, Analysis, Data Analysis, Portfolio Management, Finance, Microsoft Excel, Valuation, Equities, Project Management, Business Analysis, Microsoft Office, Microsoft Word, Access, Research, Corporate Finance
Education
University of Notre Dame - Mendoza College of Business 2014 — 2016
Master of Business Administration (MBA), Corporate Finance, Investments
University of Notre Dame 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, Economics
Molly Mohr (Kitchen)'s Morgan Stanley Smith Barney Experience March 2008 - July 2012
Job AVP/Banking Center Manager at CSB
Industry Banking
Experience
Commercial and Savings Bank July 2012 - Present
Morgan Stanley Smith Barney March 2008 - July 2012
Smith Barney 2002 - 2008
Morgan Stanley 1997 - 2002
Skills
Banking, Small Business Lending, Consumer Lending, Sales, Retail Banking, Loans, Customer Service, Finance, Commercial Lending, Leadership, Management, Team Building, Strategic Planning
Education
University of Mount Union 1994 — 1998
Bachelor of Arts, Business Administration/Finance; Accounting; Mathematics
Commercial and Savings Bank July 2012 - Present
Morgan Stanley Smith Barney March 2008 - July 2012
Smith Barney 2002 - 2008
Morgan Stanley 1997 - 2002
Skills
Banking, Small Business Lending, Consumer Lending, Sales, Retail Banking, Loans, Customer Service, Finance, Commercial Lending, Leadership, Management, Team Building, Strategic Planning
Education
University of Mount Union 1994 — 1998
Bachelor of Arts, Business Administration/Finance; Accounting; Mathematics
Bill Leisen's Morgan Stanley Smith Barney Experience December 2009 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2013 - Present
Morgan Stanley Smith Barney December 2009 - Present
Citi October 2002 - December 2009
Salomon Smith Barney January 2002 - October 2002
Salomon Smith Barney January 2000 - December 2001
ADP September 1997 - December 1999
ADP August 1996 - August 1997
Skills
Disaster Recovery, Virtualization, IT Management, IT Strategy, IT Service Management, IT Operations, End User Training, Financial Services, Migration Projects
Education
University of Notre Dame
BBA, Marketing
Morgan Stanley 2013 - Present
Morgan Stanley Smith Barney December 2009 - Present
Citi October 2002 - December 2009
Salomon Smith Barney January 2002 - October 2002
Salomon Smith Barney January 2000 - December 2001
ADP September 1997 - December 1999
ADP August 1996 - August 1997
Skills
Disaster Recovery, Virtualization, IT Management, IT Strategy, IT Service Management, IT Operations, End User Training, Financial Services, Migration Projects
Education
University of Notre Dame
BBA, Marketing
Kathy Acton's Morgan Stanley Smith Barney Experience January 1995 - September 2008
Job Financial Advisor at Oppenheimer & Co., retired
Industry Financial Services
Experience
Oppenheimer & Co. July 2010 - Present
Oppenheimer & Co. July 2010 - July 2012
Morgan Stanley Smith Barney January 1995 - September 2008
PEBSCO November 1991 - December 1994
Skills
Series 7, Series 63, Investment Advisory
Education
University of North Carolina at Greensboro 1968 — 1972
BS/MFA, Dance
Oppenheimer & Co. July 2010 - Present
Oppenheimer & Co. July 2010 - July 2012
Morgan Stanley Smith Barney January 1995 - September 2008
PEBSCO November 1991 - December 1994
Skills
Series 7, Series 63, Investment Advisory
Education
University of North Carolina at Greensboro 1968 — 1972
BS/MFA, Dance
Sara Karaskiewicz's Morgan Stanley Smith Barney Experience May 2009 - August 2009
Job Sales and Account Management at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP October 2011 - Present
Bloomberg LP August 2010 - October 2011
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Bloomberg Terminal, Microsoft Office, Microsoft Word, PowerPoint, Windows, Microsoft Excel
Education
University of Notre Dame - Mendoza College of Business 2006 — 2010
Bachelor of Business Administration (BBA), Double Major in Finance and Economics
Bloomberg LP October 2011 - Present
Bloomberg LP August 2010 - October 2011
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Bloomberg Terminal, Microsoft Office, Microsoft Word, PowerPoint, Windows, Microsoft Excel
Education
University of Notre Dame - Mendoza College of Business 2006 — 2010
Bachelor of Business Administration (BBA), Double Major in Finance and Economics
Timothy J. Sagehorn's Morgan Stanley Smith Barney Experience January 1988 - January 2001
Job Wealth Manager
Industry Financial Services
Experience
Independent Financial Group, LLC November 2010 - Present
UBS Financial Services February 2001 - December 2008
UBS Financial Services January 2001 - January 2008
Morgan Stanley Smith Barney January 1988 - January 2001
Smith Barney January 1988 - January 2001
Skills
Wealth Management, Retirement Planning, Asset Allocation, Asset Managment, Portfolio Management, Strategic Financial..., Series 7, Retirement, Financial Advisory, Financial Services, Investment Management, High Net Worth...
Education
CIMA Certification-UC Berkeley Haas School of Business 2006 — 2006
University of Minnesota-Twin Cities 1979 — 1984
BS, Business, Finance
Independent Financial Group, LLC November 2010 - Present
UBS Financial Services February 2001 - December 2008
UBS Financial Services January 2001 - January 2008
Morgan Stanley Smith Barney January 1988 - January 2001
Smith Barney January 1988 - January 2001
Skills
Wealth Management, Retirement Planning, Asset Allocation, Asset Managment, Portfolio Management, Strategic Financial..., Series 7, Retirement, Financial Advisory, Financial Services, Investment Management, High Net Worth...
Education
CIMA Certification-UC Berkeley Haas School of Business 2006 — 2006
University of Minnesota-Twin Cities 1979 — 1984
BS, Business, Finance
Boris Chibisov's Morgan Stanley Smith Barney Experience 2005 - Present
Job Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2005 - Present
Goldman Sachs 2004 - 2005
Mirant 2000 - 2004
Skills
Energy Trading, Derivatives, Commodity, Commodity Markets, Options, Hedging, Power and Gas Trading, Quantitative Analytics, Tolling, Equities, Financial Structuring, Fixed Income, Market Risk, Proprietary Trading, Quantitative Finance, Quantitative Investing, Trading, Trading Strategies, Trading Systems, Volatility, Structured Products
Education
University of Minnesota-Twin Cities
Ph.D., Particle Physics
Morgan Stanley Smith Barney 2005 - Present
Goldman Sachs 2004 - 2005
Mirant 2000 - 2004
Skills
Energy Trading, Derivatives, Commodity, Commodity Markets, Options, Hedging, Power and Gas Trading, Quantitative Analytics, Tolling, Equities, Financial Structuring, Fixed Income, Market Risk, Proprietary Trading, Quantitative Finance, Quantitative Investing, Trading, Trading Strategies, Trading Systems, Volatility, Structured Products
Education
University of Minnesota-Twin Cities
Ph.D., Particle Physics
Meyer Cheikin's Morgan Stanley Smith Barney Experience April 1981 - August 2007
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2007 - Present
Morgan Stanley Smith Barney April 1981 - August 2007
Skills
Wealth Management, Comprehensive Wealth..., Retirement Planning, Series 63, Series 7, Asset Allocation, Commercial Lending, Lines Of Credit, Portfolio Management, Separately Managed..., Investment Advisory, Credit, Asset Management, Wealth Transfer, Fixed Income, 401k, IRA's, Estate Planning
Education
University of New Haven 1964 — 1968
BS, Market Research
Wells Fargo Advisors, LLC September 2007 - Present
Morgan Stanley Smith Barney April 1981 - August 2007
Skills
Wealth Management, Comprehensive Wealth..., Retirement Planning, Series 63, Series 7, Asset Allocation, Commercial Lending, Lines Of Credit, Portfolio Management, Separately Managed..., Investment Advisory, Credit, Asset Management, Wealth Transfer, Fixed Income, 401k, IRA's, Estate Planning
Education
University of New Haven 1964 — 1968
BS, Market Research
Hull Russ's Morgan Stanley Smith Barney Experience 1998 - 1999
Job Financial Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors August 2009 - Present
Morgan Stanley Smith Barney 1998 - 1999
Skills
Series 7, Retirement Planning, Wealth Management, Uniform Combined State..., Series 63, Mortgage Lending, Retirement, Mutual Funds, Investments, Strategic Financial..., Investment Advisory, Financial Advisory, Portfolio Management, Asset Allocation, Series 65
Education
University of North Carolina at Chapel Hill 1997 — 2001
BA Political Science
Woodberry Forest School 1995 — 1997
Wells Fargo Advisors August 2009 - Present
Morgan Stanley Smith Barney 1998 - 1999
Skills
Series 7, Retirement Planning, Wealth Management, Uniform Combined State..., Series 63, Mortgage Lending, Retirement, Mutual Funds, Investments, Strategic Financial..., Investment Advisory, Financial Advisory, Portfolio Management, Asset Allocation, Series 65
Education
University of North Carolina at Chapel Hill 1997 — 2001
BA Political Science
Woodberry Forest School 1995 — 1997
Lauren Crosby's Morgan Stanley Smith Barney Experience December 2007 - July 2010
Job Capital One Securities, Inc.
Industry Financial Services
Experience
Capital One Securities, Inc. July 2010 - Present
Morgan Stanley Smith Barney December 2007 - July 2010
Capital One Investments January 2006 - December 2007
Skills
Series 7, Series 63, Series 65
Education
University of New Orleans 1997 — 2003
Bachelor of Arts (BA), Politicial Science
Capital One Securities, Inc. July 2010 - Present
Morgan Stanley Smith Barney December 2007 - July 2010
Capital One Investments January 2006 - December 2007
Skills
Series 7, Series 63, Series 65
Education
University of New Orleans 1997 — 2003
Bachelor of Arts (BA), Politicial Science
Jenny Berra's Morgan Stanley Smith Barney Experience July 2008 - Present
Job Senior Registered Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2008 - Present
UBS April 2006 - July 2008
Education
University of Minnesota-Twin Cities 1993 — 1997
B.A. English
Morgan Stanley Smith Barney July 2008 - Present
UBS April 2006 - July 2008
Education
University of Minnesota-Twin Cities 1993 — 1997
B.A. English
Jack Stevens's Morgan Stanley Smith Barney Experience November 2008 - Present
Job Business Analyst at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 2008 - Present
Lehman Brothers (in Administration) September 2007 - October 2008
Skills
Fixed Income, Investment Banking, Bloomberg, Derivatives, Financial Modeling, Valuation, Hedge Funds, Credit Derivatives, Middle Office, Financial Analysis, Business Analysis, Asset Managment, Investments, Interest Rate..., Financial Markets
Education
University of Nottingham 2004 — 2007
Morgan Stanley Smith Barney November 2008 - Present
Lehman Brothers (in Administration) September 2007 - October 2008
Skills
Fixed Income, Investment Banking, Bloomberg, Derivatives, Financial Modeling, Valuation, Hedge Funds, Credit Derivatives, Middle Office, Financial Analysis, Business Analysis, Asset Managment, Investments, Interest Rate..., Financial Markets
Education
University of Nottingham 2004 — 2007
Bob Gessler's Morgan Stanley Smith Barney Experience April 1997 - Present
Job Associate Vice President at Morgan Stanley Smith Barney
Industry
Experience
Morgan Stanley Smith Barney April 1997 - Present
Morgan Stanley Smith Barney 1997 - 2012
Education
The University of Montana 1971 — 1973
Bachelor of Arts (B.A.)
Morgan Stanley Smith Barney April 1997 - Present
Morgan Stanley Smith Barney 1997 - 2012
Education
The University of Montana 1971 — 1973
Bachelor of Arts (B.A.)
Jeffrey S Wasson's Morgan Stanley Smith Barney Experience February 1999 - November 2012
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors November 2012 - Present
Morgan Stanley Smith Barney February 1999 - November 2012
Skills
Investments, Finance, Insurance, Retirement Planning, Mutual Funds, Financial Services, Securities
Education
University of Nevada-Las Vegas 1980 — 1982
Bachelor of Science (B.S.), Finance, General
Wells Fargo Advisors November 2012 - Present
Morgan Stanley Smith Barney February 1999 - November 2012
Skills
Investments, Finance, Insurance, Retirement Planning, Mutual Funds, Financial Services, Securities
Education
University of Nevada-Las Vegas 1980 — 1982
Bachelor of Science (B.S.), Finance, General
Lauren Hansen's Morgan Stanley Smith Barney Experience May 2012 - May 2013
Job Financial Analyst at Milliman
Industry Financial Services
Experience
Milliman May 2013 - Present
Morgan Stanley Smith Barney May 2012 - May 2013
Skills
Health Insurance, Data Analysis, Morningstar, 3D, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Employee Benefits, Finance, Customer Service, Social Networking, Social Media, Leadership, Facebook
Education
University of Nebraska-Lincoln 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, Marketing Minor
Millard West High School 2005 — 2009
Diploma
Milliman May 2013 - Present
Morgan Stanley Smith Barney May 2012 - May 2013
Skills
Health Insurance, Data Analysis, Morningstar, 3D, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Employee Benefits, Finance, Customer Service, Social Networking, Social Media, Leadership, Facebook
Education
University of Nebraska-Lincoln 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, Marketing Minor
Millard West High School 2005 — 2009
Diploma
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.