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
Jennifer Baker Jennifer Baker's Morgan Stanley Smith Barney Experience December 2007 - December 2012
Job Enterprise Account Executive at DocuSign
Industry Computer Software
Experience
DocuSign May 2015 - Present
DocuSign May 2014 - May 2015
DocuSign, Inc. January 2013 - April 2014
Lena's Dream July 2012 - December 2012
Morgan Stanley Smith Barney December 2007 - December 2012
Citi Smith Barney September 2005 - December 2007
Smith Barney June 2003 - September 2005
Skills
Series 7, Customer Relations, Equities, New Business Development, Lead Generation, Account Management, Client Service, Process Improvement, Employee Benefits, Series 63, PowerPoint, Excel, Outlook, Word, Financial Services, Customer Service, Start-ups, Sales, General Awesomeness, Microsoft Excel, Business Development, Leadership, CRM, Management, Training
Education
University of San Francisco 2000 — 2002
University of Washington 1997 — 2000
DocuSign May 2015 - Present
DocuSign May 2014 - May 2015
DocuSign, Inc. January 2013 - April 2014
Lena's Dream July 2012 - December 2012
Morgan Stanley Smith Barney December 2007 - December 2012
Citi Smith Barney September 2005 - December 2007
Smith Barney June 2003 - September 2005
Skills
Series 7, Customer Relations, Equities, New Business Development, Lead Generation, Account Management, Client Service, Process Improvement, Employee Benefits, Series 63, PowerPoint, Excel, Outlook, Word, Financial Services, Customer Service, Start-ups, Sales, General Awesomeness, Microsoft Excel, Business Development, Leadership, CRM, Management, Training
Education
University of San Francisco 2000 — 2002
University of Washington 1997 — 2000
Sonya Hairston's Morgan Stanley Smith Barney Experience 2007 - 2010
Job Experienced Executive
Industry Investment Management
Experience
Classic Affairs 1996 - Present
Morgan Stanley Smith Barney 2007 - 2010
NRB Network 2005 - 2007
Ecufilm 2000 - 2003
United Methodist Communications 2000 - 2003
Wyer Creative Communications 1996 - 2000
Tyscot Records 1993 - 1996
Skills
Wealth Management, Business Planning, Financial Services, Asset Managment, Retirement Planning, Alternative Investments, Fixed Income, Financial Planners, Philanthropy, Succession Planning, ETFs, Long Term Care Insurance, Municipal Bonds, 529 Plans, Strategic Planning, Public Speaking, Marketing, Fundraising, Investments, Marketing Communications, Lead Generation, Strategic Financial..., Training, Event Planning, Asset Management, Management, Team Building, Marketing Strategy, Analysis, Leadership, Small Business, Advertising, Strategy, Media Relations, Project Management, Budgets, Market Research, Asset Allocation, Mergers & Acquisitions, Risk Management, Insurance, Account Management, Public Relations, Integrated Marketing, Retirement, Mutual Funds, Event Management, New Business Development, Sales, Finance
Education
University of Virginia
BS, Liberal Arts and Sciences/Liberal Studies
University of Phoenix 2002 — 2004
MBA, Global Marketing
Classic Affairs 1996 - Present
Morgan Stanley Smith Barney 2007 - 2010
NRB Network 2005 - 2007
Ecufilm 2000 - 2003
United Methodist Communications 2000 - 2003
Wyer Creative Communications 1996 - 2000
Tyscot Records 1993 - 1996
Skills
Wealth Management, Business Planning, Financial Services, Asset Managment, Retirement Planning, Alternative Investments, Fixed Income, Financial Planners, Philanthropy, Succession Planning, ETFs, Long Term Care Insurance, Municipal Bonds, 529 Plans, Strategic Planning, Public Speaking, Marketing, Fundraising, Investments, Marketing Communications, Lead Generation, Strategic Financial..., Training, Event Planning, Asset Management, Management, Team Building, Marketing Strategy, Analysis, Leadership, Small Business, Advertising, Strategy, Media Relations, Project Management, Budgets, Market Research, Asset Allocation, Mergers & Acquisitions, Risk Management, Insurance, Account Management, Public Relations, Integrated Marketing, Retirement, Mutual Funds, Event Management, New Business Development, Sales, Finance
Education
University of Virginia
BS, Liberal Arts and Sciences/Liberal Studies
University of Phoenix 2002 — 2004
MBA, Global Marketing
Nicholas Le Nicholas Le's Morgan Stanley Smith Barney Experience May 2010 - August 2011
Job Director of Business Development at Heyzap
Industry Marketing and Advertising
Experience
Heyzap January 2015 - Present
Heyzap January 2014 - January 2015
Self-Employed August 2011 - January 2014
Morgan Stanley Smith Barney May 2010 - August 2011
Skills
Mobile Advertising, Marketing Strategy, New Business Development, Mobile Games, Mobile Marketing, Mobile Applications, Traffic Monetization, Rock Climbing
Education
University of Pennsylvania 2006 — 2010
BA, Economics
St. Stephen's Episcopal School 2002 — 2006
High School
Heyzap January 2015 - Present
Heyzap January 2014 - January 2015
Self-Employed August 2011 - January 2014
Morgan Stanley Smith Barney May 2010 - August 2011
Skills
Mobile Advertising, Marketing Strategy, New Business Development, Mobile Games, Mobile Marketing, Mobile Applications, Traffic Monetization, Rock Climbing
Education
University of Pennsylvania 2006 — 2010
BA, Economics
St. Stephen's Episcopal School 2002 — 2006
High School
Corey Long's Morgan Stanley Smith Barney Experience January 2010 - March 2010
Job Mobile Project Manager at Walmart eCommerce
Industry Marketing and Advertising
Experience
Walmart eCommerce November 2014 - Present
Vox Media, Inc. October 2012 - Present
ModOp March 2014 - November 2014
Babcock & Jenkins December 2013 - March 2014
Razorfish August 2013 - December 2013
Nike July 2012 - August 2013
Blue Shield of California May 2007 - July 2012
Morgan Stanley Smith Barney January 2010 - March 2010
Skills
Facebook, Social Media, Management, Social Networking, Microsoft Office, Social Media Marketing, Event Planning, Marketing Communications, Public Speaking, Access, SEO, Project Planning, 10000ft, Organizational..., Web Design, Workamajig, SEM, Adobe Creative Suite, Visio, CRM, Service Delivery..., JIRA, Oracle PIM, Digital Imaging, Consumer Marketing, Creative Content..., Scene7, Product Design, MS Project, VMware, Database Management, Presentation Preparation, Telecommunications, People Management, Customer Relations, Budgeting, Team Building, Proposal Writing, JavaScript, Apple OS, PMI, Lean Thinking, Agile Project Management, Scope Management, Project Delivery, Mobile Communications, Mobile Design, Influencer Marketing, Branding & Identity, Freelance Writing
Education
University of San Francisco 2010 — 2012
Bachelor of Science, Organizational Management, 3.6
Folsom Lake College 2007 — 2009
Associate of Arts, Social Science; General Education
Walmart eCommerce November 2014 - Present
Vox Media, Inc. October 2012 - Present
ModOp March 2014 - November 2014
Babcock & Jenkins December 2013 - March 2014
Razorfish August 2013 - December 2013
Nike July 2012 - August 2013
Blue Shield of California May 2007 - July 2012
Morgan Stanley Smith Barney January 2010 - March 2010
Skills
Facebook, Social Media, Management, Social Networking, Microsoft Office, Social Media Marketing, Event Planning, Marketing Communications, Public Speaking, Access, SEO, Project Planning, 10000ft, Organizational..., Web Design, Workamajig, SEM, Adobe Creative Suite, Visio, CRM, Service Delivery..., JIRA, Oracle PIM, Digital Imaging, Consumer Marketing, Creative Content..., Scene7, Product Design, MS Project, VMware, Database Management, Presentation Preparation, Telecommunications, People Management, Customer Relations, Budgeting, Team Building, Proposal Writing, JavaScript, Apple OS, PMI, Lean Thinking, Agile Project Management, Scope Management, Project Delivery, Mobile Communications, Mobile Design, Influencer Marketing, Branding & Identity, Freelance Writing
Education
University of San Francisco 2010 — 2012
Bachelor of Science, Organizational Management, 3.6
Folsom Lake College 2007 — 2009
Associate of Arts, Social Science; General Education
Dustin Shung Dustin Shung's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Analyst at Sankaty Advisors
Industry Investment Management
Experience
Bain Capital - Sankaty Advisors July 2013 - Present
Bain Capital - Sankaty Advisors June 2012 - August 2012
Moelis & Company June 2011 - August 2011
Unilever January 2011 - May 2011
Highland Capital Management - Barrier Advisors December 2010 - January 2011
Tengion June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Sickle Cell Anemia Disease Research Center May 2005 - August 2005
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (BS), Finance, summa cum laude
University of Pennsylvania 2008 — 2012
Bachelor of Arts (BA), Biology, summa cum laude
Bain Capital - Sankaty Advisors July 2013 - Present
Bain Capital - Sankaty Advisors June 2012 - August 2012
Moelis & Company June 2011 - August 2011
Unilever January 2011 - May 2011
Highland Capital Management - Barrier Advisors December 2010 - January 2011
Tengion June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Sickle Cell Anemia Disease Research Center May 2005 - August 2005
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (BS), Finance, summa cum laude
University of Pennsylvania 2008 — 2012
Bachelor of Arts (BA), Biology, summa cum laude
Daniela LaBounty Daniela LaBounty's Morgan Stanley Smith Barney Experience October 2008 - August 2010
Job Associate Attorney at Olson, Cannon, Gormley, Angulo & Stoberski
Industry Law Practice
Experience
Olson, Cannon, Gormley, Angulo & Stoberski March 2015 - Present
Phillips Spallas & Angstadt October 2013 - March 2015
Phillips Spallas & Angstadt May 2013 - October 2013
Thomas and Mack Legal Clinic August 2012 - May 2013
Ms. JD January 2012 - December 2012
Zimmerman Law Firm May 2012 - September 2012
Pro Bono Project—Partners in Pro Bono October 2011 - May 2012
Eighth Judicial District Court May 2011 - August 2011
Legal Aid of Southern Nevada January 2011 - April 2011
Morgan Stanley Smith Barney October 2008 - August 2010
Skills
Fluent in Spanish, Spanish, Writing, Research, Public Speaking, Word, PowerPoint, Immigration Law, Legal Writing, Legal Research, Criminal Law, Family Law, Depositions, Westlaw
Education
University of Nevada-Las Vegas, William S. Boyd School of Law 2010 — 2013
Juris Doctor, Law
University of San Francisco 2006 — 2010
BSBA, International Business, Spanish
Institute for the International Education of Students 2008 — 2008
Spanish
Olson, Cannon, Gormley, Angulo & Stoberski March 2015 - Present
Phillips Spallas & Angstadt October 2013 - March 2015
Phillips Spallas & Angstadt May 2013 - October 2013
Thomas and Mack Legal Clinic August 2012 - May 2013
Ms. JD January 2012 - December 2012
Zimmerman Law Firm May 2012 - September 2012
Pro Bono Project—Partners in Pro Bono October 2011 - May 2012
Eighth Judicial District Court May 2011 - August 2011
Legal Aid of Southern Nevada January 2011 - April 2011
Morgan Stanley Smith Barney October 2008 - August 2010
Skills
Fluent in Spanish, Spanish, Writing, Research, Public Speaking, Word, PowerPoint, Immigration Law, Legal Writing, Legal Research, Criminal Law, Family Law, Depositions, Westlaw
Education
University of Nevada-Las Vegas, William S. Boyd School of Law 2010 — 2013
Juris Doctor, Law
University of San Francisco 2006 — 2010
BSBA, International Business, Spanish
Institute for the International Education of Students 2008 — 2008
Spanish
Candice McLaws Candice McLaws's Morgan Stanley Smith Barney Experience October 1998 - Present
Job Registered Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Morgan Stanley Smith Barney October 1998 - Present
Skills
Mutual Funds, Wealth Management, Asset Allocation, Retirement Planning, Securities, Uniform Combined State..., Asset Management, FINRA, Fixed Income, Investment Advisory, Portfolio Management, Banking, Equities, Financial Services, Series 7, Investments, Finance, Customer Service
Education
University of Phoenix
Business Administration and Management, General
Morgan Stanley October 2014 - Present
Morgan Stanley Smith Barney October 1998 - Present
Skills
Mutual Funds, Wealth Management, Asset Allocation, Retirement Planning, Securities, Uniform Combined State..., Asset Management, FINRA, Fixed Income, Investment Advisory, Portfolio Management, Banking, Equities, Financial Services, Series 7, Investments, Finance, Customer Service
Education
University of Phoenix
Business Administration and Management, General
Christopher Hely Christopher Hely's Morgan Stanley Smith Barney Experience 2004 - 2011
Job Managing Partner
Industry Insurance
Experience
BKA Private Wealth Consultants August 2011 - Present
Morgan Stanley Smith Barney 2004 - 2011
Skills
Estate Planning, Wealth
Education
University of Pennsylvania 1988 — 1991
Bachelor of Science (B.S.), Wharton and College of Arts and Sciences
Vassar College 1986 — 1988
Certificate of Education
Representative of The Leaders Group, Member FINRA/SIPC
BKA Private Wealth Consultants August 2011 - Present
Morgan Stanley Smith Barney 2004 - 2011
Skills
Estate Planning, Wealth
Education
University of Pennsylvania 1988 — 1991
Bachelor of Science (B.S.), Wharton and College of Arts and Sciences
Vassar College 1986 — 1988
Certificate of Education
Representative of The Leaders Group, Member FINRA/SIPC
Ruth Phillips Vargas's Morgan Stanley Smith Barney Experience 1989 - 2010
Job Series 7 Registered Banker
Industry Financial Services
Experience
Investment Bank March 2010 - Present
Morgan Stanley Smith Barney 1989 - 2010
Citibank February 2002 - May 2006
Skills
Series 7, Mutual Funds, Alternative Investments, Relationship Management, Banking, Customer Service, Financial Modeling, Investments
Education
Morgan Stanley CSA Coaching 2007 — 2009
University of Phoenix, Mentoring New CSA's
University of Phoenix 1997 — 2000
BA, Finance and Marketing
Investment Bank March 2010 - Present
Morgan Stanley Smith Barney 1989 - 2010
Citibank February 2002 - May 2006
Skills
Series 7, Mutual Funds, Alternative Investments, Relationship Management, Banking, Customer Service, Financial Modeling, Investments
Education
Morgan Stanley CSA Coaching 2007 — 2009
University of Phoenix, Mentoring New CSA's
University of Phoenix 1997 — 2000
BA, Finance and Marketing
Melanie Chenault Melanie Chenault's Morgan Stanley Smith Barney Experience May 2005 - December 2008
Job Client Service Manager at HSC Wealth Advisors
Industry Financial Services
Experience
HSC Wealth Advisors June 2014 - Present
Northwestern Mutual December 2008 - February 2014
Morgan Stanley Smith Barney May 2005 - December 2008
Bank of America November 2003 - May 2005
SunTrust Investment Services May 1994 - November 2003
SunTrust Bank June 1985 - May 1994
Skills
Wealth Management, Relationship Management, Retirement Planning, Portfolio Management, Financial Services, Strategic Financial..., Series 63, Series 66, Compliance, Investment Operations, Finance, Financial Analysis, Mutual Funds, Life & Health Licenses, Insurance, Series 7
Education
University of Richmond 1990 — 1994
Bachelor's Degree, Humanities and Social Sciences
Central Virginia Community College
Associate's Degree, Banking & Finance
HSC Wealth Advisors June 2014 - Present
Northwestern Mutual December 2008 - February 2014
Morgan Stanley Smith Barney May 2005 - December 2008
Bank of America November 2003 - May 2005
SunTrust Investment Services May 1994 - November 2003
SunTrust Bank June 1985 - May 1994
Skills
Wealth Management, Relationship Management, Retirement Planning, Portfolio Management, Financial Services, Strategic Financial..., Series 63, Series 66, Compliance, Investment Operations, Finance, Financial Analysis, Mutual Funds, Life & Health Licenses, Insurance, Series 7
Education
University of Richmond 1990 — 1994
Bachelor's Degree, Humanities and Social Sciences
Central Virginia Community College
Associate's Degree, Banking & Finance
DJ Stefkovich DJ Stefkovich's Morgan Stanley Smith Barney Experience May 2009 - July 2009
Job FP&A Cost of Funds Analyst at GE Capital
Industry Financial Services
Experience
GE Capital - Treasury October 2014 - Present
IHS October 2010 - September 2014
L.E.K. Consulting June 2010 - August 2010
IT Xchange May 2010 - June 2010
Morgan Stanley Smith Barney May 2009 - July 2009
Skills
Management Consulting, Market Research, Market Analysis, Business Analysis, Financial Analysis, Revenue Analysis, Competitive Analysis, Project Management, Microsoft Office, Microsoft Excel, PowerPoint, Customer Relations, Due Diligence, Customer Service, Finance
Education
University of Rhode Island - College of Business Administration 2006 — 2010
Bachelor (Honors), Finance
Staples High School, Westport, CT 2002 — 2006
GE Capital - Treasury October 2014 - Present
IHS October 2010 - September 2014
L.E.K. Consulting June 2010 - August 2010
IT Xchange May 2010 - June 2010
Morgan Stanley Smith Barney May 2009 - July 2009
Skills
Management Consulting, Market Research, Market Analysis, Business Analysis, Financial Analysis, Revenue Analysis, Competitive Analysis, Project Management, Microsoft Office, Microsoft Excel, PowerPoint, Customer Relations, Due Diligence, Customer Service, Finance
Education
University of Rhode Island - College of Business Administration 2006 — 2010
Bachelor (Honors), Finance
Staples High School, Westport, CT 2002 — 2006
Darragh Rafferty Darragh Rafferty's Morgan Stanley Smith Barney Experience February 2007 - August 2008
Job Business Muncher & Data Cruncher at Green Peak Labs WE LOVE ENABLING LOCAL BUSINESSES!!
Industry Marketing and Advertising
Experience
Green Peak Labs August 2013 - Present
Underground Elephant May 2011 - September 2012
51 Blocks: Premier Internet Marketing April 2011 - May 2011
eDailyQuest September 2010 - April 2011
The Pollakov Financial Group, Inc. February 2009 - September 2010
Northwestern Mutual October 2008 - February 2009
Morgan Stanley Smith Barney February 2007 - August 2008
Skills
Sales, Online Advertising, Marketing Strategy, Lead Generation, Marketing, Social Media Marketing, Online Marketing, Leadership, Digital Marketing, New Business Development, Account Management, Advertising, Investments, Market Research, Email Marketing, SEO, SEM, Microsoft Excel, Online Lead Generation, PPV, PPC, Optimization, Finance, Strategic Leadership, Corporate Finance, Facebook, Management, Business Development, Competitive Analysis, Strategic Partnerships, Google Adwords, Google Analytics, CRM, Analytics
Education
University of San Diego 2007 — 2009
MBA, Marketing / Finance
University of San Diego School of Business Administration 2001 — 2005
Bachelor of Arts (B.A.), Finance
University of San Diego School of Business Administration 2001 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
La Jolla High 1997 — 2001
Green Peak Labs August 2013 - Present
Underground Elephant May 2011 - September 2012
51 Blocks: Premier Internet Marketing April 2011 - May 2011
eDailyQuest September 2010 - April 2011
The Pollakov Financial Group, Inc. February 2009 - September 2010
Northwestern Mutual October 2008 - February 2009
Morgan Stanley Smith Barney February 2007 - August 2008
Skills
Sales, Online Advertising, Marketing Strategy, Lead Generation, Marketing, Social Media Marketing, Online Marketing, Leadership, Digital Marketing, New Business Development, Account Management, Advertising, Investments, Market Research, Email Marketing, SEO, SEM, Microsoft Excel, Online Lead Generation, PPV, PPC, Optimization, Finance, Strategic Leadership, Corporate Finance, Facebook, Management, Business Development, Competitive Analysis, Strategic Partnerships, Google Adwords, Google Analytics, CRM, Analytics
Education
University of San Diego 2007 — 2009
MBA, Marketing / Finance
University of San Diego School of Business Administration 2001 — 2005
Bachelor of Arts (B.A.), Finance
University of San Diego School of Business Administration 2001 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
La Jolla High 1997 — 2001
Andrew Benjamin Hill's Morgan Stanley Smith Barney Experience November 2005 - December 2011
Job Registered Principal, Compliance and Risk Manager
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 2005 - December 2011
Citi January 2002 - November 2005
Citi August 2000 - November 2001
BNY Mellon April 1998 - January 2000
Grand Cinema April 1999 - November 1999
Skills
Risk Management, Compliance, Audit, Records Management, Series 7, Series 24, Series 66
Education
University of Puget Sound 1993 — 1997
B.S, Economics
Morgan Stanley Smith Barney November 2005 - December 2011
Citi January 2002 - November 2005
Citi August 2000 - November 2001
BNY Mellon April 1998 - January 2000
Grand Cinema April 1999 - November 1999
Skills
Risk Management, Compliance, Audit, Records Management, Series 7, Series 24, Series 66
Education
University of Puget Sound 1993 — 1997
B.S, Economics
Ian Curtis Ian Curtis's Morgan Stanley Smith Barney Experience September 2009 - December 2009
Job Business Analyst at Strava, Inc.
Industry Sports
Experience
Strava, Inc. March 2013 - Present
Jibe Consulting January 2011 - September 2012
Jibe Consulting July 2010 - January 2011
Morgan Stanley Smith Barney September 2009 - December 2009
Skills
Marketing, Sales, Business Analysis, Process Improvement, Financial Analysis
Education
University of Oregon - Charles H. Lundquist College of Business 2006 — 2010
Bachelor of Science, Business Administration - Entrepreneurship; minor in Economics
Strava, Inc. March 2013 - Present
Jibe Consulting January 2011 - September 2012
Jibe Consulting July 2010 - January 2011
Morgan Stanley Smith Barney September 2009 - December 2009
Skills
Marketing, Sales, Business Analysis, Process Improvement, Financial Analysis
Education
University of Oregon - Charles H. Lundquist College of Business 2006 — 2010
Bachelor of Science, Business Administration - Entrepreneurship; minor in Economics
Jennifer Havice Jennifer Havice's Morgan Stanley Smith Barney Experience 1994 - 1995
Job Conversion Copywriter and Online Marketer
Industry Online Media
Experience
Make Mention Media and Communications February 2011 - Present
Stone Ridge Equestrian March 2004 - September 2009
Kensington and Chelsea Women's Club September 1996 - September 1999
Morgan Stanley Smith Barney 1994 - 1995
Skills
Social Media Marketing, Social Media Development, Social Networking Sites, Feature Writing, Creative Writing, Website Promotion, Social Media, Marketing, Blogging, Feature Articles, Email Marketing, Facebook, Newsletters, Public Speaking, Copywriting, Copy Editing, Small Business, Public Relations, Advertising, Editing, Creative Direction, Research, Strategic Communications, Web Design, Website Development, Content Strategy, Fundraising, Social Networking, Magazines, Online Marketing, Strategy, Web Content, SEO, WordPress, Press Releases, Content Development, Online Advertising, Marketing Communications, Content Management, Digital Marketing
Education
University of Pennsylvania 1988 — 1991
B.A., Art History
Make Mention Media and Communications February 2011 - Present
Stone Ridge Equestrian March 2004 - September 2009
Kensington and Chelsea Women's Club September 1996 - September 1999
Morgan Stanley Smith Barney 1994 - 1995
Skills
Social Media Marketing, Social Media Development, Social Networking Sites, Feature Writing, Creative Writing, Website Promotion, Social Media, Marketing, Blogging, Feature Articles, Email Marketing, Facebook, Newsletters, Public Speaking, Copywriting, Copy Editing, Small Business, Public Relations, Advertising, Editing, Creative Direction, Research, Strategic Communications, Web Design, Website Development, Content Strategy, Fundraising, Social Networking, Magazines, Online Marketing, Strategy, Web Content, SEO, WordPress, Press Releases, Content Development, Online Advertising, Marketing Communications, Content Management, Digital Marketing
Education
University of Pennsylvania 1988 — 1991
B.A., Art History
Tara Santora Tara Santora's Morgan Stanley Smith Barney Experience February 2009 - December 2012
Job Senior Wealth Strategy Associate at UBS Financial Services, Inc.
Industry Financial Services
Branden Hurley Branden Hurley's Morgan Stanley Smith Barney Experience September 2009 - January 2010
Job Technology Investment Banking Associate at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets August 2014 - Present
Royal Bank of Canada Capital Markets May 2011 - Present
Wellfleet Partners inc. Investment Bank October 2010 - April 2011
Micro Financing September 2009 - January 2011
Morgan Stanley Smith Barney September 2009 - January 2010
Laidlaw & Company June 2008 - August 2008
Skills
Investment Banking, Investments, Finance, Bloomberg, Banking, Financial Services, Trading, Sales, Financial Modeling, Valuation, Private Equity, Capital Markets, Corporate Finance, Equities, Financial Analysis, Due Diligence, Fixed Income, Hedge Funds, Mergers & Acquisitions, Venture Capital
Education
University of San Diego 2007 — 2010
Bachelor's, Finance
RBC Capital Markets August 2014 - Present
Royal Bank of Canada Capital Markets May 2011 - Present
Wellfleet Partners inc. Investment Bank October 2010 - April 2011
Micro Financing September 2009 - January 2011
Morgan Stanley Smith Barney September 2009 - January 2010
Laidlaw & Company June 2008 - August 2008
Skills
Investment Banking, Investments, Finance, Bloomberg, Banking, Financial Services, Trading, Sales, Financial Modeling, Valuation, Private Equity, Capital Markets, Corporate Finance, Equities, Financial Analysis, Due Diligence, Fixed Income, Hedge Funds, Mergers & Acquisitions, Venture Capital
Education
University of San Diego 2007 — 2010
Bachelor's, Finance
Franklin Bi Franklin Bi's Morgan Stanley Smith Barney Experience September 2006 - July 2007
Job Corporate & Investment Bank Strategy at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2011 - Present
Center for Literacy October 2013 - June 2014
ff Venture Capital June 2011 - September 2011
J.P. Morgan June 2010 - August 2010
GT Research May 2009 - April 2010
Morgan Stanley Smith Barney September 2006 - July 2007
Skills
Competitive Analysis, Financial Modeling, Venture Capital, Strategy, Business Development, Business Strategy, Emerging Technologies, Operational Improvement, Data Analysis, Profitability Analysis, Product Management, Financial Analysis, Requirements Gathering, Leadership Development, Microsoft Access, Market Research, Business Planning, Investments, Portfolio Management, Finance, Management Consulting, Investment Banking, Leadership, Valuation, Private Equity, Emerging Markets, Corporate Finance, Start-ups, Financial Services
Education
Wharton School, University of Pennsylvania 2007 — 2011
B.S. Economics, with concentrations in Finance, Management, Entrepreneurship and Innovation
Hunter College High School 2001 — 2007
J.P. Morgan September 2011 - Present
Center for Literacy October 2013 - June 2014
ff Venture Capital June 2011 - September 2011
J.P. Morgan June 2010 - August 2010
GT Research May 2009 - April 2010
Morgan Stanley Smith Barney September 2006 - July 2007
Skills
Competitive Analysis, Financial Modeling, Venture Capital, Strategy, Business Development, Business Strategy, Emerging Technologies, Operational Improvement, Data Analysis, Profitability Analysis, Product Management, Financial Analysis, Requirements Gathering, Leadership Development, Microsoft Access, Market Research, Business Planning, Investments, Portfolio Management, Finance, Management Consulting, Investment Banking, Leadership, Valuation, Private Equity, Emerging Markets, Corporate Finance, Start-ups, Financial Services
Education
Wharton School, University of Pennsylvania 2007 — 2011
B.S. Economics, with concentrations in Finance, Management, Entrepreneurship and Innovation
Hunter College High School 2001 — 2007
Aaron Lubowitz Aaron Lubowitz's Morgan Stanley Smith Barney Experience July 1992 - February 2009
Job Managing Member Alternative Capital Partners, LLC
Industry Financial Services
Experience
Alternative Capital Partners, LLC February 2009 - Present
United Wind March 2014 - September 2014
Morgan Stanley Smith Barney July 1992 - February 2009
Skills
Capital Markets, Investment Banking, Investments, Venture Capital, Fixed Income, Financial Structuring, Structured Finance, Finance, Management, Private Equity
Education
University of Pennsylvania - The Wharton School 1988 — 1992
BSE, Finance, Accounting
Alternative Capital Partners, LLC February 2009 - Present
United Wind March 2014 - September 2014
Morgan Stanley Smith Barney July 1992 - February 2009
Skills
Capital Markets, Investment Banking, Investments, Venture Capital, Fixed Income, Financial Structuring, Structured Finance, Finance, Management, Private Equity
Education
University of Pennsylvania - The Wharton School 1988 — 1992
BSE, Finance, Accounting
Alicia Brown-Farrison Alicia Brown-Farrison's Morgan Stanley Smith Barney Experience 2009 - 2010
Job Operations Coordinator at Association of American Publishers
Industry Facilities Services
Experience
Association of American Publishers January 2014 - Present
A Mother's Arms Family Daycare May 2010 - August 2013
Morgan Stanley Smith Barney 2009 - 2010
Citi Smith Barney 2006 - 2009
HarperCollins Publishers 2000 - 2006
The McGraw Hill Companies, Inc 1994 - 1997
Skills
Facilities Management, Operations Management, Customer Service, Management, Budgets, Team Building, Project Management, Microsoft Excel, Process Improvement, Microsoft Office, Vendor Management, Strategic Planning, Sales, Leadership, Contract Negotiation, Contract Management, Public Speaking, Carpet Cleaning, Construction, Procurement, Negotiation
Education
University of Phoenix
Associate of Arts (AA), Business Administration and Management, General
Association of American Publishers January 2014 - Present
A Mother's Arms Family Daycare May 2010 - August 2013
Morgan Stanley Smith Barney 2009 - 2010
Citi Smith Barney 2006 - 2009
HarperCollins Publishers 2000 - 2006
The McGraw Hill Companies, Inc 1994 - 1997
Skills
Facilities Management, Operations Management, Customer Service, Management, Budgets, Team Building, Project Management, Microsoft Excel, Process Improvement, Microsoft Office, Vendor Management, Strategic Planning, Sales, Leadership, Contract Negotiation, Contract Management, Public Speaking, Carpet Cleaning, Construction, Procurement, Negotiation
Education
University of Phoenix
Associate of Arts (AA), Business Administration and Management, General
Ang Li Ang Li's Morgan Stanley Smith Barney Experience December 2008 - May 2009
Job Analyst at Glenview Capital
Industry Investment Banking
Experience
Glenview Capital April 2015 - Present
American Capital July 2013 - March 2015
Citi June 2011 - June 2013
UBS June 2010 - August 2010
Morgan Stanley Smith Barney December 2008 - May 2009
Education
University of Pennsylvania - The Wharton School 2007 — 2011
BS, Finance and Accounting
Plano Senior High 2005 — 2007
Glenview Capital April 2015 - Present
American Capital July 2013 - March 2015
Citi June 2011 - June 2013
UBS June 2010 - August 2010
Morgan Stanley Smith Barney December 2008 - May 2009
Education
University of Pennsylvania - The Wharton School 2007 — 2011
BS, Finance and Accounting
Plano Senior High 2005 — 2007
Charles C. Stoner Charles C. Stoner's Morgan Stanley Smith Barney Experience 1996 - 2011
Job Senior Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. June 2011 - Present
Morgan Stanley Smith Barney 1996 - 2011
Dean Witter Reynolds 1990 - 1996
Education
University of Pennsylvania - The Wharton School
B.A., Finance
UBS Financial Services, Inc. June 2011 - Present
Morgan Stanley Smith Barney 1996 - 2011
Dean Witter Reynolds 1990 - 1996
Education
University of Pennsylvania - The Wharton School
B.A., Finance
Jessica Y Wong Jessica Y Wong's Morgan Stanley Smith Barney Experience April 2009 - March 2012
Job Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual April 2012 - Present
Morgan Stanley Smith Barney April 2009 - March 2012
McGladrey & Pullen 1998 - 2008
Skills
Investments, Wealth Management, Finance, Financial Planning, Risk Management, Financial Services, Retirement Planning, College Education..., Asset Protection
Education
University of Pennsylvania
Bachelor of Science (B.S.), Dual Concentration: Accounting & Strategic Management (Wharton School)
Marlborough High School
Northwestern Mutual April 2012 - Present
Morgan Stanley Smith Barney April 2009 - March 2012
McGladrey & Pullen 1998 - 2008
Skills
Investments, Wealth Management, Finance, Financial Planning, Risk Management, Financial Services, Retirement Planning, College Education..., Asset Protection
Education
University of Pennsylvania
Bachelor of Science (B.S.), Dual Concentration: Accounting & Strategic Management (Wharton School)
Marlborough High School
Carla Sanders Carla Sanders's Morgan Stanley Smith Barney Experience 2005 - 2010
Job Healthcare Administrator, MBA
Industry Hospital & Health Care
Experience
Dimont & Associates November 2012 - Present
Morgan Stanley Smith Barney 2005 - 2010
Superior Staffing June 2005 - September 2005
EMBCC August 2000 - March 2005
EMBCC/The Schumacher Group August 2000 - March 2005
University of Texas Health Center of Tyler January 1999 - January 2000
University of Texas Health Science Center at Tyler 1997 - 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, IDX, Medical Terminology, ICD-9, CPT, PowerPoint, Access, Internet, Internal Communications, 10 Key, Risk Management, Quality Assurance
Education
University of Phoenix 2012 — 2013
Master of Business Administration (M.B.A.)
University of Phoenix 2009 — 2012
Bachelor of Applied Science (B.A.Sc.), Health/Health Care Administration/Management, 3.6
Robert E Lee High SchoolTyler Junior College
Associates Degree, Health Information Management
University of Phoenix
Master's, Business Administration
University of Phoenix
Bachelor's, Science Health Administration
Dimont & Associates November 2012 - Present
Morgan Stanley Smith Barney 2005 - 2010
Superior Staffing June 2005 - September 2005
EMBCC August 2000 - March 2005
EMBCC/The Schumacher Group August 2000 - March 2005
University of Texas Health Center of Tyler January 1999 - January 2000
University of Texas Health Science Center at Tyler 1997 - 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, IDX, Medical Terminology, ICD-9, CPT, PowerPoint, Access, Internet, Internal Communications, 10 Key, Risk Management, Quality Assurance
Education
University of Phoenix 2012 — 2013
Master of Business Administration (M.B.A.)
University of Phoenix 2009 — 2012
Bachelor of Applied Science (B.A.Sc.), Health/Health Care Administration/Management, 3.6
Robert E Lee High SchoolTyler Junior College
Associates Degree, Health Information Management
University of Phoenix
Master's, Business Administration
University of Phoenix
Bachelor's, Science Health Administration
Eli Fillmore's Morgan Stanley Smith Barney Experience July 2010 - February 2012
Job Voice of the Customer Expert
Industry Research
Experience
InMoment February 2012 - Present
Morgan Stanley Smith Barney July 2010 - February 2012
Kelly Services 2009 - 2010
CVS Caremark Corporation 2005 - 2009
Convergys 2002 - 2005
Fidelity Investments 1993 - 2002
Skills
Call Center, Process Improvement, Customer Experience, Customer Satisfaction, Workforce Management, Vendor Management, Customer Service, Operations Management, IVR, Outsourcing, Account Management, Strategic Planning, Team Leadership, Team Building, Customer Retention, CRM, Call Centers, Business Analysis, Software Documentation, Sales Management, ACD, Management, Program Management, Strategy, Leadership, Start-ups, Sales, New Business Development, Troubleshooting, ACD Management, CTI, Client Services
Education
University of Phoenix 2001 — 2005
Computer Science
Murray High School 1989 — 1991
InMoment February 2012 - Present
Morgan Stanley Smith Barney July 2010 - February 2012
Kelly Services 2009 - 2010
CVS Caremark Corporation 2005 - 2009
Convergys 2002 - 2005
Fidelity Investments 1993 - 2002
Skills
Call Center, Process Improvement, Customer Experience, Customer Satisfaction, Workforce Management, Vendor Management, Customer Service, Operations Management, IVR, Outsourcing, Account Management, Strategic Planning, Team Leadership, Team Building, Customer Retention, CRM, Call Centers, Business Analysis, Software Documentation, Sales Management, ACD, Management, Program Management, Strategy, Leadership, Start-ups, Sales, New Business Development, Troubleshooting, ACD Management, CTI, Client Services
Education
University of Phoenix 2001 — 2005
Computer Science
Murray High School 1989 — 1991
Paul Murad's Morgan Stanley Smith Barney Experience August 2011 - March 2013
Job Managed Investments at Pershing, a BNY Mellon Company
Industry Financial Services
Experience
Pershing, a BNY Mellon company March 2015 - Present
BNY Mellon July 2013 - February 2015
BNY Mellon April 2013 - July 2013
Morgan Stanley Smith Barney August 2011 - March 2013
New England Financial August 2010 - August 2011
Mercedes-Benz USA June 2009 - August 2009
JCDecaux North America June 2008 - August 2008
Education
University of Richmond - Robins School of Business 2006 — 2010
Bachelor of Science, Business Administration; Entrepreneurship and Innovation
Bergen Catholic HS 2002 — 2006
Pershing, a BNY Mellon company March 2015 - Present
BNY Mellon July 2013 - February 2015
BNY Mellon April 2013 - July 2013
Morgan Stanley Smith Barney August 2011 - March 2013
New England Financial August 2010 - August 2011
Mercedes-Benz USA June 2009 - August 2009
JCDecaux North America June 2008 - August 2008
Education
University of Richmond - Robins School of Business 2006 — 2010
Bachelor of Science, Business Administration; Entrepreneurship and Innovation
Bergen Catholic HS 2002 — 2006
Andre Do Andre Do's Morgan Stanley Smith Barney Experience September 2010 - January 2011
Job Client Group at Albourne Partners
Industry Investment Management
Experience
Albourne Partners April 2015 - Present
FactSet Research Systems October 2012 - December 2014
Morgan Stanley Smith Barney September 2010 - January 2011
Chatham February 2010 - May 2010
Google September 2004 - August 2008
City of Sunnyvale May 2002 - August 2008
Skills
Bloomberg Terminal, Thomson One, Eviews, Sage Pro, PowerPoint, Microsoft Office, Outlook, Microsoft Excel, Microsoft Word, Dreamweaver, Investments, Financial Modeling, Financial Analysis, Portfolio Management, Sales, Business Development, Finance, Market Research, Hedge Funds, Asset Allocation, Private Equity, Econometrics, Accounting, Economics, Quantitative Analytics
Education
University of San Francisco 2011 — 2012
Master of Science (M.S.), Financial Analysis
University of San Francisco 2007 — 2010
B.A., Financial Economics
Albourne Partners April 2015 - Present
FactSet Research Systems October 2012 - December 2014
Morgan Stanley Smith Barney September 2010 - January 2011
Chatham February 2010 - May 2010
Google September 2004 - August 2008
City of Sunnyvale May 2002 - August 2008
Skills
Bloomberg Terminal, Thomson One, Eviews, Sage Pro, PowerPoint, Microsoft Office, Outlook, Microsoft Excel, Microsoft Word, Dreamweaver, Investments, Financial Modeling, Financial Analysis, Portfolio Management, Sales, Business Development, Finance, Market Research, Hedge Funds, Asset Allocation, Private Equity, Econometrics, Accounting, Economics, Quantitative Analytics
Education
University of San Francisco 2011 — 2012
Master of Science (M.S.), Financial Analysis
University of San Francisco 2007 — 2010
B.A., Financial Economics
Ali Mahbouba Ali Mahbouba's Morgan Stanley Smith Barney Experience July 2011 - January 2012
Job Business Intelligence Specialist at xIAB Analytics
Industry Online Media
Experience
xIAB Analytics August 2015 - Present
Maker Studios Inc October 2013 - August 2015
Google January 2012 - October 2013
Morgan Stanley Smith Barney July 2011 - January 2012
J.P. Morgan April 2010 - June 2010
The Coca-Cola Company June 2009 - August 2009
Skills
Bloomberg Terminal, Research, Excel, Social Media, Arabic, Microsoft Office, PowerPoint, Microsoft Excel, Analysis, SQL, Marketing, Data Analysis, Market Research
Education
University of San Francisco
Economics
xIAB Analytics August 2015 - Present
Maker Studios Inc October 2013 - August 2015
Google January 2012 - October 2013
Morgan Stanley Smith Barney July 2011 - January 2012
J.P. Morgan April 2010 - June 2010
The Coca-Cola Company June 2009 - August 2009
Skills
Bloomberg Terminal, Research, Excel, Social Media, Arabic, Microsoft Office, PowerPoint, Microsoft Excel, Analysis, SQL, Marketing, Data Analysis, Market Research
Education
University of San Francisco
Economics
Joseph P. Biondo Joseph P. Biondo's Morgan Stanley Smith Barney Experience November 1999 - August 2004
Job CEO & CIO
Industry Investment Management
Experience
Biondo Investment Advisors September 2004 - Present
Morgan Stanley Smith Barney November 1999 - August 2004
Prudential Financial January 1997 - November 1999
Skills
Investments, Strategy, Mutual Funds, Portfolio Management, Marketing Strategy, Capital Markets, Alternative Investments, Hedge Funds, Financial Modeling, Bloomberg, Securities, Finance, Asset Managment, Asset Allocation, Private Equity, Trading, Series 7, Investment Strategies, Investment Advisory, Investment Banking, Equities, Fixed Income, Wealth Management, Financial Advisory, Asset Management, Investment Management, Series 63
Education
University of Pennsylvania - The Wharton School 1992 — 1996
BS Economics, Entrepreneurial Management, Finance & Marketing
Biondo Investment Advisors September 2004 - Present
Morgan Stanley Smith Barney November 1999 - August 2004
Prudential Financial January 1997 - November 1999
Skills
Investments, Strategy, Mutual Funds, Portfolio Management, Marketing Strategy, Capital Markets, Alternative Investments, Hedge Funds, Financial Modeling, Bloomberg, Securities, Finance, Asset Managment, Asset Allocation, Private Equity, Trading, Series 7, Investment Strategies, Investment Advisory, Investment Banking, Equities, Fixed Income, Wealth Management, Financial Advisory, Asset Management, Investment Management, Series 63
Education
University of Pennsylvania - The Wharton School 1992 — 1996
BS Economics, Entrepreneurial Management, Finance & Marketing
Eric Ciarlante, CAIA Eric Ciarlante, CAIA's Morgan Stanley Smith Barney Experience January 2004 - May 2004
Job Senior Associate at Graham Partners
Industry Financial Services
Experience
Graham Partners August 2013 - Present
Hamilton Lane June 2012 - July 2013
Hamilton Lane June 2010 - June 2012
Hamilton Lane August 2008 - June 2010
Interbay Funding May 2005 - February 2008
Morgan Stanley Smith Barney January 2004 - May 2004
Education
Villanova University 2008 — 2011
MBA
University of Pittsburgh 2001 — 2005
BA, Economics
Graham Partners August 2013 - Present
Hamilton Lane June 2012 - July 2013
Hamilton Lane June 2010 - June 2012
Hamilton Lane August 2008 - June 2010
Interbay Funding May 2005 - February 2008
Morgan Stanley Smith Barney January 2004 - May 2004
Education
Villanova University 2008 — 2011
MBA
University of Pittsburgh 2001 — 2005
BA, Economics
Preet Prashar, CFA Preet Prashar, CFA's Morgan Stanley Smith Barney Experience January 2006 - November 2011
Job Senior Research Analyst & Investment Committee Member at Plan Sponsor Advisors
Industry Financial Services
Experience
Plan Sponsor Advisors (PSA) November 2011 - Present
Morgan Stanley Smith Barney January 2006 - November 2011
Skills
Investment Management, Portfolio Management, Investments, Asset Management, Asset Allocation, Mutual Funds, Analysis, Alternative Investments, Investment Strategies, Equities, Financial Modeling, Finance, Fixed Income, Hedge Funds, Financial Analysis
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1998 — 2000
Master of Business Administration (M.B.A.), Operations Management
Northern Illinois University 1992 — 1995
Bachelor of Science in Mechanical Engineering
Plan Sponsor Advisors (PSA) November 2011 - Present
Morgan Stanley Smith Barney January 2006 - November 2011
Skills
Investment Management, Portfolio Management, Investments, Asset Management, Asset Allocation, Mutual Funds, Analysis, Alternative Investments, Investment Strategies, Equities, Financial Modeling, Finance, Fixed Income, Hedge Funds, Financial Analysis
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1998 — 2000
Master of Business Administration (M.B.A.), Operations Management
Northern Illinois University 1992 — 1995
Bachelor of Science in Mechanical Engineering
Max Morant's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Intern at Bronner
Industry
Experience
Bronner May 2015 - Present
University of Pennsylvania September 2011 - Present
West Capital Management June 2014 - August 2014
Ipreo June 2013 - August 2013
Ipreo June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Skills
Java, C, Python, OCaml, Microsoft Excel, Public Speaking, Matlab, Microsoft Word, CRM, Bloomberg Terminal, Microsoft SQL Server, VBA, SQL, Teamwork, Critical Thinking, Problem Solving, Valuation, Comps, Stock Picking
Education
University of Pennsylvania 2011 — 2015
Bachelor of Science in Engineering, Computer Science
OpenDoor
Inside an Investment Bank (Sponsored by Bank of America), Finance, General
Bronner May 2015 - Present
University of Pennsylvania September 2011 - Present
West Capital Management June 2014 - August 2014
Ipreo June 2013 - August 2013
Ipreo June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Skills
Java, C, Python, OCaml, Microsoft Excel, Public Speaking, Matlab, Microsoft Word, CRM, Bloomberg Terminal, Microsoft SQL Server, VBA, SQL, Teamwork, Critical Thinking, Problem Solving, Valuation, Comps, Stock Picking
Education
University of Pennsylvania 2011 — 2015
Bachelor of Science in Engineering, Computer Science
OpenDoor
Inside an Investment Bank (Sponsored by Bank of America), Finance, General
Gerald Imasdounian Gerald Imasdounian's Morgan Stanley Smith Barney Experience May 2011 - August 2011
Job Lead Research Analyst at Robbins Arroyo LLP
Industry Research
Experience
Robbins Arroyo LLP September 2015 - Present
Robbins Arroyo LLP June 2014 - September 2015
Morgan Stanley Wealth Management May 2013 - August 2013
One Film and video entertainment/one productions June 2012 - August 2012
Morgan Stanley Smith Barney May 2011 - August 2011
Education
University of San Diego 2010 — 2014
Bachelor of Business Administration (BBA), Business/Managerial Economics, Finance
Servite High School 2006 — 2010
High School
Robbins Arroyo LLP September 2015 - Present
Robbins Arroyo LLP June 2014 - September 2015
Morgan Stanley Wealth Management May 2013 - August 2013
One Film and video entertainment/one productions June 2012 - August 2012
Morgan Stanley Smith Barney May 2011 - August 2011
Education
University of San Diego 2010 — 2014
Bachelor of Business Administration (BBA), Business/Managerial Economics, Finance
Servite High School 2006 — 2010
High School
Nikhil Chirunomula Nikhil Chirunomula's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job Senior Analyst, Capital Markets Risk Management at Fannie Mae
Industry Financial Services
Experience
Fannie Mae November 2013 - Present
Fannie Mae July 2011 - November 2013
MELIORA CAPITAL MANAGEMENT, LLC January 2009 - May 2011
MORGAN STANLEY SMITH BARNEY June 2010 - August 2010
Pitney Bowes June 2007 - August 2009
VESPA OF RIDGEFIELD June 2006 - August 2006
Skills
SAS, SQL, Tableau, Data Analysis, Credit Risk, Valuation, Risk Management, Financial Analysis, Portfolio Management, Risk Analytics, Bloomberg, Finance, Management, Leadership, Program Management, Process Improvement, Strategic Planning, Research, Microsoft Office
Education
University of Rochester 2007 — 2011
B.A., Financial Economics, International Relations
Fannie Mae November 2013 - Present
Fannie Mae July 2011 - November 2013
MELIORA CAPITAL MANAGEMENT, LLC January 2009 - May 2011
MORGAN STANLEY SMITH BARNEY June 2010 - August 2010
Pitney Bowes June 2007 - August 2009
VESPA OF RIDGEFIELD June 2006 - August 2006
Skills
SAS, SQL, Tableau, Data Analysis, Credit Risk, Valuation, Risk Management, Financial Analysis, Portfolio Management, Risk Analytics, Bloomberg, Finance, Management, Leadership, Program Management, Process Improvement, Strategic Planning, Research, Microsoft Office
Education
University of Rochester 2007 — 2011
B.A., Financial Economics, International Relations
Greg Erwin Greg Erwin's Morgan Stanley Smith Barney Experience January 1984 - September 2010
Job Managing Principal at Sapient Private Wealth Management
Industry Investment Management
Experience
Sapient Private Wealth Management September 2010 - Present
Morgan Stanley Smith Barney January 1984 - September 2010
Skills
Wealth Management, Retirement Planning, Asset Allocation
Education
University of Oregon - Charles H. Lundquist College of Business 1978 — 1983
Bachelor of Science, Finance/Business Management
Bellarmine Preparatory School 1974 — 1978
Sapient Private Wealth Management September 2010 - Present
Morgan Stanley Smith Barney January 1984 - September 2010
Skills
Wealth Management, Retirement Planning, Asset Allocation
Education
University of Oregon - Charles H. Lundquist College of Business 1978 — 1983
Bachelor of Science, Finance/Business Management
Bellarmine Preparatory School 1974 — 1978
Bobbi Lu Bennett, BBA, MBA Bobbi Lu Bennett, BBA, MBA's Morgan Stanley Smith Barney Experience March 2007 - July 2009
Job CFO & Senior Consultant at Apollo Energies, Inc. and Grant Writer
Industry Construction
Experience
Solano Symphony February 2015 - Present
The Yippie Foundation February 2015 - Present
Vacaville Neighborhood Boys and Girls Club May 2014 - Present
Apollo Energies Inc. January 2009 - Present
Apollo Energies, Inc. January 2009 - Present
Morgan Stanley Smith Barney March 2007 - July 2009
Wells Fargo Advisors 2004 - 2006
Skills
Energy Efficiency, Green Building, Sustainability..., Close Attention to..., Sustainable Energy, Highly personable, Dependable Team Player, High level of initiative, Always Punctual, Finance, Strategic Planning, Customer Service, Public Speaking, Project Management, Quick Study, Identifying Client Needs, Leadership, Energy Audits, Team Building, Microsoft Office, Renewable Energy, Communication Skills, Sales, Contract Negotiation, Solar Energy, Energy, Energy Conservation, Energy Management, Time Management, Retirement, Entrepreneurship, Banking, Proposal Writing, PowerPoint, Microsoft Word, Outlook, Alternative Energy, Budgets, Positive Team Player, Contract Management, Microsoft Excel, Sustainability, Grant Writing, Fundraising
Education
University of Phoenix 2010 — 2013
Masters in Business Administration (MBA), Concentration in Energy Management, 3.75 GPA
Walsh College of Accountancy and Business Administration 1992 — 1996
Bachelor of Business Administration (BBA), Concentration in Finance
St. Clair County Community College 1979 — 1982
Associate's degree, Accounting
Port Huron High School 1974 — 1979
Diploma, General Studies
Solano Symphony February 2015 - Present
The Yippie Foundation February 2015 - Present
Vacaville Neighborhood Boys and Girls Club May 2014 - Present
Apollo Energies Inc. January 2009 - Present
Apollo Energies, Inc. January 2009 - Present
Morgan Stanley Smith Barney March 2007 - July 2009
Wells Fargo Advisors 2004 - 2006
Skills
Energy Efficiency, Green Building, Sustainability..., Close Attention to..., Sustainable Energy, Highly personable, Dependable Team Player, High level of initiative, Always Punctual, Finance, Strategic Planning, Customer Service, Public Speaking, Project Management, Quick Study, Identifying Client Needs, Leadership, Energy Audits, Team Building, Microsoft Office, Renewable Energy, Communication Skills, Sales, Contract Negotiation, Solar Energy, Energy, Energy Conservation, Energy Management, Time Management, Retirement, Entrepreneurship, Banking, Proposal Writing, PowerPoint, Microsoft Word, Outlook, Alternative Energy, Budgets, Positive Team Player, Contract Management, Microsoft Excel, Sustainability, Grant Writing, Fundraising
Education
University of Phoenix 2010 — 2013
Masters in Business Administration (MBA), Concentration in Energy Management, 3.75 GPA
Walsh College of Accountancy and Business Administration 1992 — 1996
Bachelor of Business Administration (BBA), Concentration in Finance
St. Clair County Community College 1979 — 1982
Associate's degree, Accounting
Port Huron High School 1974 — 1979
Diploma, General Studies
Traci M. Honda LaFlower Traci M. Honda LaFlower's Morgan Stanley Smith Barney Experience February 2011 - June 2012
Job at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2012 - Present
Morgan Stanley Smith Barney February 2011 - June 2012
Legacy Wealth Management February 2006 - January 2009
Ameriprise Financial January 2005 - January 2006
Skills
Finance, Series 7, Uniform Combined State..., Retirement Planning, Investments, Asset Allocation, Portfolio Management, Mutual Funds, Investment Advisory, Securities, Asset Management, Financial Advisory, Investment Management, Tax, Insurance, Trading, Equities
Education
University of San Francisco 1996 — 2000
B.S.B.A.
Morgan Stanley Wealth Management June 2012 - Present
Morgan Stanley Smith Barney February 2011 - June 2012
Legacy Wealth Management February 2006 - January 2009
Ameriprise Financial January 2005 - January 2006
Skills
Finance, Series 7, Uniform Combined State..., Retirement Planning, Investments, Asset Allocation, Portfolio Management, Mutual Funds, Investment Advisory, Securities, Asset Management, Financial Advisory, Investment Management, Tax, Insurance, Trading, Equities
Education
University of San Francisco 1996 — 2000
B.S.B.A.
Alan Henry Alan Henry's Morgan Stanley Smith Barney Experience November 2003 - October 2012
Job Vice President and Portfolio Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management October 2012 - Present
Morgan Stanley Smith Barney November 2003 - October 2012
Trinity Advisors December 2002 - April 2003
Smart Travel, LLC October 2000 - November 2002
Skills
Series 7, Asset Allocation, Loans, Wealth Management, Investments, Portfolio Management, Series 63, Investment Advisory, Equities, Retirement, Equity Research, Trading, 401k, Investment Strategies, Alternative Investments
Education
University of Richmond 1996 — 2000
Bachelor of Science in Business Administration, Marketing
RBC Wealth Management October 2012 - Present
Morgan Stanley Smith Barney November 2003 - October 2012
Trinity Advisors December 2002 - April 2003
Smart Travel, LLC October 2000 - November 2002
Skills
Series 7, Asset Allocation, Loans, Wealth Management, Investments, Portfolio Management, Series 63, Investment Advisory, Equities, Retirement, Equity Research, Trading, 401k, Investment Strategies, Alternative Investments
Education
University of Richmond 1996 — 2000
Bachelor of Science in Business Administration, Marketing
James Newell James Newell's Morgan Stanley Smith Barney Experience 2003 - 2003
Job VP @ IVP
Industry Venture Capital & Private Equity
Experience
Institutional Venture Partners (IVP) June 2013 - Present
zulily July 2012 - September 2012
Maveron LLC June 2012 - September 2012
Institutional Venture Partners (IVP) September 2010 - June 2011
Institutional Venture Partners September 2009 - September 2010
Bank of America Merrill Lynch August 2008 - August 2009
Banc of America Securities 2004 - 2008
Morgan Stanley Smith Barney 2003 - 2003
Skills
Private Equity, Venture Capital, Investment Banking, Valuation, Financial Modeling, Corporate Development, Due Diligence, Market Analysis
Education
Wharton School, University of Pennsylvania 2011 — 2013
MBA, Entrepreneurial Management
University of Washington 2000 — 2005
BA, Finance; Economics
University of Washington, Michael G. Foster School of Business 2000 — 2005
Bachelor of Arts (B.A.), Finance, General
Institutional Venture Partners (IVP) June 2013 - Present
zulily July 2012 - September 2012
Maveron LLC June 2012 - September 2012
Institutional Venture Partners (IVP) September 2010 - June 2011
Institutional Venture Partners September 2009 - September 2010
Bank of America Merrill Lynch August 2008 - August 2009
Banc of America Securities 2004 - 2008
Morgan Stanley Smith Barney 2003 - 2003
Skills
Private Equity, Venture Capital, Investment Banking, Valuation, Financial Modeling, Corporate Development, Due Diligence, Market Analysis
Education
Wharton School, University of Pennsylvania 2011 — 2013
MBA, Entrepreneurial Management
University of Washington 2000 — 2005
BA, Finance; Economics
University of Washington, Michael G. Foster School of Business 2000 — 2005
Bachelor of Arts (B.A.), Finance, General
Martin Steinthal Martin Steinthal's Morgan Stanley Smith Barney Experience August 2008 - July 2010
Job President at Big Lens Production & Marketing
Industry Media Production
Experience
Big Lens Production & Marketing November 2014 - Present
Brae Burn LLC August 2010 - Present
Morgan Stanley Smith Barney August 2008 - July 2010
Van Der Moolen Specialists May 1987 - September 2006
Skills
Series 7, Series 63, Portfolio Management, Asset Allocation, Investments, Securities, Equities, Trading, Equity Trading, Hedge Funds, Alternative Investments, Capital Markets, Asset Management, Mutual Funds
Education
University of Richmond 1980 — 1984
BA, Economics
Big Lens Production & Marketing November 2014 - Present
Brae Burn LLC August 2010 - Present
Morgan Stanley Smith Barney August 2008 - July 2010
Van Der Moolen Specialists May 1987 - September 2006
Skills
Series 7, Series 63, Portfolio Management, Asset Allocation, Investments, Securities, Equities, Trading, Equity Trading, Hedge Funds, Alternative Investments, Capital Markets, Asset Management, Mutual Funds
Education
University of Richmond 1980 — 1984
BA, Economics
Andrew Finkelstein Andrew Finkelstein's Morgan Stanley Smith Barney Experience August 2000 - July 2001
Job Director of Business Development at KatzAbosch
Industry Accounting
Experience
Commercial Settlement Services, LLC February 2011 - February 2014
Residential Title & Escrow Company February 2011 - February 2014
Sierra US June 2010 - February 2011
David S. Brown Enterprises, LTD September 2004 - December 2009
Morgan Stanley Smith Barney August 2000 - July 2001
Skills
Retail, Restaurants, Real Estate Development, Property Management, Real Estate Transactions, Brokerage, Leases, Green Building, Real Estate Finance, Real Estate Financing, Private Equity, Contract Negotiation, Negotiation, Construction, New Business Development, Market Analysis, Tenant, Contract Negotiations, Marketing Strategy, Real Estate, Automotive Products, Computer Hardware, Title Insurance, Event Management, Major Events, Convention Services, Event Planning, Networking, Real Estate Economics, Entitlements, Commercial Real Estate, Due Diligence, Corporate Real Estate, Land Acquisition, Location Intelligence, Lease Negotiations, Residential Homes, Shopping Centers, Feasibility Studies, Investment Properties, Strategy, Business Development, Small Business, Management, Leadership, Marketing, Sales, Strategic Planning
Education
University of Pennsylvania 2000 — 2004
BA
McDonogh School 1987 — 1999
Commercial Settlement Services, LLC February 2011 - February 2014
Residential Title & Escrow Company February 2011 - February 2014
Sierra US June 2010 - February 2011
David S. Brown Enterprises, LTD September 2004 - December 2009
Morgan Stanley Smith Barney August 2000 - July 2001
Skills
Retail, Restaurants, Real Estate Development, Property Management, Real Estate Transactions, Brokerage, Leases, Green Building, Real Estate Finance, Real Estate Financing, Private Equity, Contract Negotiation, Negotiation, Construction, New Business Development, Market Analysis, Tenant, Contract Negotiations, Marketing Strategy, Real Estate, Automotive Products, Computer Hardware, Title Insurance, Event Management, Major Events, Convention Services, Event Planning, Networking, Real Estate Economics, Entitlements, Commercial Real Estate, Due Diligence, Corporate Real Estate, Land Acquisition, Location Intelligence, Lease Negotiations, Residential Homes, Shopping Centers, Feasibility Studies, Investment Properties, Strategy, Business Development, Small Business, Management, Leadership, Marketing, Sales, Strategic Planning
Education
University of Pennsylvania 2000 — 2004
BA
McDonogh School 1987 — 1999
Stephanie Robinson, MBA Stephanie Robinson, MBA's Morgan Stanley Smith Barney Experience September 2011 - September 2012
Job Regional Talent Employment Solutions Supervisor at ResCare Workforce Services
Industry Nonprofit Organization Management
Experience
ResCare Workforce Services May 2015 - Present
Columbus Urban League January 2014 - May 2015
Columbus Urban League May 2013 - January 2014
Time Warner Cable Business Class October 2012 - May 2013
Morgan Stanley Smith Barney September 2011 - September 2012
Chemical Abstracts Service March 2010 - July 2011
HLS MedFreight December 2008 - March 2010
Cardinal Health April 2007 - December 2008
Cardinal Health March 2006 - April 2007
Abbott Laboratories June 2000 - April 2005
Skills
Microsoft Office, Microsoft Word, Microsoft CRM, Microsoft PowerPoint, Microsoft Outlook, SAP R/3, SAP BW, Employee Relations, Process Improvement, Customer Relations, Team Building, Coaching, Change Management, Leadership Development, Talent Acquisition, Problem Solving, Strategic Planning, Negotiation, Program Management, Operations Management, Data Analysis, Lotus Notes, Account Management, Public Speaking, Business Strategy, Organizational..., Planning, New Business Development, Cross-functional Team..., Forecasting, Outlook, PowerPoint, Customer Service, Analysis, Marketing, Management, Sales, Leadership, Project Management, Customer Satisfaction, Training, Human Resources, Contract Negotiation, Recruiting, Vendor Management, Team Leadership, Teamwork, Microsoft Excel, CRM, Performance Management
Education
University of Phoenix 2011 — 2012
Graduate Human Resource Management, Human Resources Management, 3.60
Ohio Dominican University 2007 — 2009
MBA, Masters Business Administration, 3.509
Wehrle
ResCare Workforce Services May 2015 - Present
Columbus Urban League January 2014 - May 2015
Columbus Urban League May 2013 - January 2014
Time Warner Cable Business Class October 2012 - May 2013
Morgan Stanley Smith Barney September 2011 - September 2012
Chemical Abstracts Service March 2010 - July 2011
HLS MedFreight December 2008 - March 2010
Cardinal Health April 2007 - December 2008
Cardinal Health March 2006 - April 2007
Abbott Laboratories June 2000 - April 2005
Skills
Microsoft Office, Microsoft Word, Microsoft CRM, Microsoft PowerPoint, Microsoft Outlook, SAP R/3, SAP BW, Employee Relations, Process Improvement, Customer Relations, Team Building, Coaching, Change Management, Leadership Development, Talent Acquisition, Problem Solving, Strategic Planning, Negotiation, Program Management, Operations Management, Data Analysis, Lotus Notes, Account Management, Public Speaking, Business Strategy, Organizational..., Planning, New Business Development, Cross-functional Team..., Forecasting, Outlook, PowerPoint, Customer Service, Analysis, Marketing, Management, Sales, Leadership, Project Management, Customer Satisfaction, Training, Human Resources, Contract Negotiation, Recruiting, Vendor Management, Team Leadership, Teamwork, Microsoft Excel, CRM, Performance Management
Education
University of Phoenix 2011 — 2012
Graduate Human Resource Management, Human Resources Management, 3.60
Ohio Dominican University 2007 — 2009
MBA, Masters Business Administration, 3.509
Wehrle
Kalyani Ravi Kalyani Ravi's Morgan Stanley Smith Barney Experience June 2007 - August 2007
Job Analyst at Barclays
Industry Financial Services
Jason Fetherolf's Morgan Stanley Smith Barney Experience July 2002 - August 2007
Job Operations Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2012 - Present
Morgan Stanley August 2007 - July 2012
Morgan Stanley Smith Barney July 2002 - August 2007
Skills
Account Reconciliation, Customer Service, Mutual Funds, Series 7, Banking, Equities, Training, Project Management, Wealth Management, Management, Microsoft Word, Financial Analysis, Finance, Microsoft Excel, Financial Services, Investments
Education
University of Phoenix 2013 — 2017
Bachelor of Arts (BA), English Language and Literature, General
Morgan Stanley July 2012 - Present
Morgan Stanley August 2007 - July 2012
Morgan Stanley Smith Barney July 2002 - August 2007
Skills
Account Reconciliation, Customer Service, Mutual Funds, Series 7, Banking, Equities, Training, Project Management, Wealth Management, Management, Microsoft Word, Financial Analysis, Finance, Microsoft Excel, Financial Services, Investments
Education
University of Phoenix 2013 — 2017
Bachelor of Arts (BA), English Language and Literature, General
Karen Ryba, CAIA Karen Ryba, CAIA's Morgan Stanley Smith Barney Experience October 2006 - June 2010
Job Investment Consulting Professional
Industry Financial Services
Experience
New York, NY 2013 - Present
New York Life Insurance Company 2011 - 2012
Morgan Stanley Smith Barney October 2006 - June 2010
Citigroup Private Bank December 2003 - April 2006
Evaluation Associates June 1997 - December 2002
Skills
Relationship Management, Investment Advisory..., Performance Attribution, Mutual Funds, Asset Managment, Fixed Income, Equities, Series 7, Hedge Funds, Due Diligence, Asset Allocation, Model Portfolio, Alternative Investments, Portfolio Construction, Custom Portfolios, Portfolio Management, Investments, Manager Selection, Asset Management, Capital Markets, Private Equity, Investment Management, Investment Strategies, Wealth Management, Financial Advisory, Retirement Planning, Investment Advisory, Series 63, Equity Research, Financial Markets, Bonds, Financial Risk, Retirement, Securities, Mergers & Acquisitions, Finance, Strategy, Bloomberg
Education
University of Pennsylvania - The Wharton School 1983 — 1986
BBA, Business
University of San Francisco 1990 — 1992
MA, International Economics/Finance
New York, NY 2013 - Present
New York Life Insurance Company 2011 - 2012
Morgan Stanley Smith Barney October 2006 - June 2010
Citigroup Private Bank December 2003 - April 2006
Evaluation Associates June 1997 - December 2002
Skills
Relationship Management, Investment Advisory..., Performance Attribution, Mutual Funds, Asset Managment, Fixed Income, Equities, Series 7, Hedge Funds, Due Diligence, Asset Allocation, Model Portfolio, Alternative Investments, Portfolio Construction, Custom Portfolios, Portfolio Management, Investments, Manager Selection, Asset Management, Capital Markets, Private Equity, Investment Management, Investment Strategies, Wealth Management, Financial Advisory, Retirement Planning, Investment Advisory, Series 63, Equity Research, Financial Markets, Bonds, Financial Risk, Retirement, Securities, Mergers & Acquisitions, Finance, Strategy, Bloomberg
Education
University of Pennsylvania - The Wharton School 1983 — 1986
BBA, Business
University of San Francisco 1990 — 1992
MA, International Economics/Finance
Jared Eller Jared Eller's Morgan Stanley Smith Barney Experience 2011 - 2011
Job Financial Analyst at Cisco Systems
Industry Financial Services
Experience
Cisco Systems December 2012 - Present
Cisco Systems September 2012 - December 2012
University of San Diego 2008 - 2012
Morgan Stanley Smith Barney 2011 - 2011
Silicon Valley Bank June 2010 - August 2010
Skills
Financial Analysis, Financial Accounting, Team Leadership, Communication, Committed to..., Microsoft Excel, Microsoft Word, PowerPoint
Education
University of San Diego 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Saratoga High School
Cisco Systems December 2012 - Present
Cisco Systems September 2012 - December 2012
University of San Diego 2008 - 2012
Morgan Stanley Smith Barney 2011 - 2011
Silicon Valley Bank June 2010 - August 2010
Skills
Financial Analysis, Financial Accounting, Team Leadership, Communication, Committed to..., Microsoft Excel, Microsoft Word, PowerPoint
Education
University of San Diego 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Saratoga High School
Kian Homayoonfar's Morgan Stanley Smith Barney Experience July 2007 - June 2010
Job Investment Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2011 - Present
Morgan Stanley Smith Barney July 2007 - June 2010
Wilshire Associates June 2004 - June 2007
Skills
Asset Allocation, Mutual Funds, Equities, Portfolio Management, Investment Strategies, Investments, Investment Advisory, Equity Research, Performance Attribution, Due Diligence, Series 7
Education
University of Pittsburgh 2000 — 2004
Bachelor's Degree, Finance, 3.7 Major GPA
Wells Fargo March 2011 - Present
Morgan Stanley Smith Barney July 2007 - June 2010
Wilshire Associates June 2004 - June 2007
Skills
Asset Allocation, Mutual Funds, Equities, Portfolio Management, Investment Strategies, Investments, Investment Advisory, Equity Research, Performance Attribution, Due Diligence, Series 7
Education
University of Pittsburgh 2000 — 2004
Bachelor's Degree, Finance, 3.7 Major GPA
Peter F. Sansevero Jr. Peter F. Sansevero Jr.'s Morgan Stanley Smith Barney Experience February 2007 - June 2011
Job Accountable Transition Services
Industry Financial Services
Experience
Accountable Transition Services LLC May 2015 - Present
Washington Wealth Management July 2011 - May 2015
Morgan Stanley Smith Barney February 2007 - June 2011
Merrill Lynch December 1977 - November 2003
Skills
Financial Advisory, Business Management, Operations Management, Financial Planning, Portfolio Management, Series 7, Finance, Management, Mutual Funds, Risk Management, Wealth Management, Entrepreneurship
Education
University of Portland 1976 — 1978
Accountable Transition Services LLC May 2015 - Present
Washington Wealth Management July 2011 - May 2015
Morgan Stanley Smith Barney February 2007 - June 2011
Merrill Lynch December 1977 - November 2003
Skills
Financial Advisory, Business Management, Operations Management, Financial Planning, Portfolio Management, Series 7, Finance, Management, Mutual Funds, Risk Management, Wealth Management, Entrepreneurship
Education
University of Portland 1976 — 1978
James van den Berg James van den Berg's Morgan Stanley Smith Barney Experience December 2005 - April 2009
Job Vice President / Wealth Management at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott April 2009 - Present
Morgan Stanley Smith Barney December 2005 - April 2009
Legg Mason April 1994 - December 2005
Skills
Retirement Planning, Financial Services, Portfolio Management, Management, Coaching, Asset Allocation, Retirement, Wealth, 401k Rollovers, Estate Planning, Investment Advisory, Wealth Management, Series 65, Financial Goals, Series 7, Investments, Finance
Education
University of Richmond 1974 — 1978
B.A., Sociology, Psychology
Gilman School Baltimore, Maryland 1962 — 1974
diploma
Janney Montgomery Scott April 2009 - Present
Morgan Stanley Smith Barney December 2005 - April 2009
Legg Mason April 1994 - December 2005
Skills
Retirement Planning, Financial Services, Portfolio Management, Management, Coaching, Asset Allocation, Retirement, Wealth, 401k Rollovers, Estate Planning, Investment Advisory, Wealth Management, Series 65, Financial Goals, Series 7, Investments, Finance
Education
University of Richmond 1974 — 1978
B.A., Sociology, Psychology
Gilman School Baltimore, Maryland 1962 — 1974
diploma
Edward R Doughty, CFP® Edward R Doughty, CFP®'s Morgan Stanley Smith Barney Experience June 1993 - October 2009
Job CERTIFIED FINANCIAL PLANNER™ and Financial Consultant
Industry Financial Services
Experience
Epic Capital Wealth Management October 2009 - Present
Morgan Stanley Smith Barney June 1993 - October 2009
Skills
Certified Financial..., Wealth Management, Financial Planning, Tax Reduction Strategies, Estate Planning, Liability Management, Charitable Gift Planning, Asset Allocation, Portfolio Management, Investment Selection, Alternative Investments, Investments
Education
University of Rhode Island - College of Business Administration 1989 — 1993
BS, Finance
Yale University
Coursera Online Course, Financial Markets
Certified Financial Planning Board of Standards
CERTIFIED FINANCIAL PLANNER ™
Securities Regisrations:
Series 7, 63, 65, 31, 24 (through LPL Financial)
Epic Capital Wealth Management October 2009 - Present
Morgan Stanley Smith Barney June 1993 - October 2009
Skills
Certified Financial..., Wealth Management, Financial Planning, Tax Reduction Strategies, Estate Planning, Liability Management, Charitable Gift Planning, Asset Allocation, Portfolio Management, Investment Selection, Alternative Investments, Investments
Education
University of Rhode Island - College of Business Administration 1989 — 1993
BS, Finance
Yale University
Coursera Online Course, Financial Markets
Certified Financial Planning Board of Standards
CERTIFIED FINANCIAL PLANNER ™
Securities Regisrations:
Series 7, 63, 65, 31, 24 (through LPL Financial)
Robert Eslick Robert Eslick's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Acquisition Analyst at CW Capital Asset Management LLC
Industry Real Estate
Experience
CW Capital Asset Management LLC January 2015 - Present
Jones Lang LaSalle April 2012 - January 2015
Capgemini July 2010 - April 2012
Morgan Stanley Smith Barney June 2009 - August 2009
Newmark Knight Frank May 2008 - August 2008
Skills
Research, Financial Analysis, Financial Modeling, Due Diligence, Valuation, Strategy, Corporate Finance, Capital Markets, Asset Management, Investments
Education
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelor of Science (B.S.), Real Estate & Finance
CW Capital Asset Management LLC January 2015 - Present
Jones Lang LaSalle April 2012 - January 2015
Capgemini July 2010 - April 2012
Morgan Stanley Smith Barney June 2009 - August 2009
Newmark Knight Frank May 2008 - August 2008
Skills
Research, Financial Analysis, Financial Modeling, Due Diligence, Valuation, Strategy, Corporate Finance, Capital Markets, Asset Management, Investments
Education
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelor of Science (B.S.), Real Estate & Finance
Andy Saperstein Andy Saperstein's Morgan Stanley Smith Barney Experience June 2009 - Present
Job Head of Wealth Management Group
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2009 - Present
Morgan Stanley December 2007 - May 2009
Morgan Stanley March 2006 - December 2007
Education
Harvard Law School 1989 — 1993
J.D.
University of Pennsylvania - The Wharton School 1985 — 1989
Dual: Economics and Finance
Morgan Stanley Smith Barney June 2009 - Present
Morgan Stanley December 2007 - May 2009
Morgan Stanley March 2006 - December 2007
Education
Harvard Law School 1989 — 1993
J.D.
University of Pennsylvania - The Wharton School 1985 — 1989
Dual: Economics and Finance
Laura Kaczor Laura Kaczor's Morgan Stanley Smith Barney Experience May 2010 - July 2012
Job Investment Executive at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities 2013 - 2015
Wellness Financial Advisors July 2012 - October 2013
Morgan Stanley Smith Barney May 2010 - July 2012
Laura Kaczor Music/Ministry January 2006 - May 2010
SEI Investments September 2004 - November 2005
Education
University of Pennsylvania 2000 — 2004
BA, Economics
Fifth Third Securities 2013 - 2015
Wellness Financial Advisors July 2012 - October 2013
Morgan Stanley Smith Barney May 2010 - July 2012
Laura Kaczor Music/Ministry January 2006 - May 2010
SEI Investments September 2004 - November 2005
Education
University of Pennsylvania 2000 — 2004
BA, Economics
Cheryl Moretti Cheryl Moretti's Morgan Stanley Smith Barney Experience February 2010 - January 2011
Job Sr. Finance & Accounting Professional
Industry Accounting
Experience
YKSM CPAs March 2010 - Present
Morgan Stanley Smith Barney February 2010 - January 2011
Citizens Bank 2006 - 2009
Citizens Bank 2002 - 2006
YKSM CPAs Ltd 1999 - 2002
Education
University of Rhode Island 2002 — 2007
BS, MBA, Finance, Accounting
YKSM CPAs March 2010 - Present
Morgan Stanley Smith Barney February 2010 - January 2011
Citizens Bank 2006 - 2009
Citizens Bank 2002 - 2006
YKSM CPAs Ltd 1999 - 2002
Education
University of Rhode Island 2002 — 2007
BS, MBA, Finance, Accounting
Cheryl Henderson-Khalid Cheryl Henderson-Khalid's Morgan Stanley Smith Barney Experience June 1998 - September 2002
Job Do you need a new Plan to get Customers for your Business? More Exposure = More Business
Industry Internet
Experience
KAFE, Inc. December 2003 - Present
My Tiny Planets Limited March 2010 - July 2012
Connecting Neighbors June 2005 - March 2006
Morgan Stanley Smith Barney June 1998 - September 2002
Morgan Stanley October 1994 - September 2002
Skills
Research, Social Media, Editing, Outlook, Blogging, Online Reputation..., Microsoft Word, Microsoft Excel, Audio Transcription, Transcription Services, Microsoft Publisher, Microsoft Office, WordPress, Creative Writing, Program Management, Training, Event Planning, Web Design, Entrepreneurship, SEO, Market Research, Social Networking, Marketing Strategy, Small Business, Marketing, Online Marketing, New Business Development, Content Strategy, Social Media Marketing, Email Marketing, Web Marketing, SMO, Sales, Time Management, Proofreading, Management
Education
University of Phoenix 2002 — 2003
None, Accounting
Stuyvesant High School 1982 — 1986
Diploma, Academics
Writing for the Web
KAFE, Inc. December 2003 - Present
My Tiny Planets Limited March 2010 - July 2012
Connecting Neighbors June 2005 - March 2006
Morgan Stanley Smith Barney June 1998 - September 2002
Morgan Stanley October 1994 - September 2002
Skills
Research, Social Media, Editing, Outlook, Blogging, Online Reputation..., Microsoft Word, Microsoft Excel, Audio Transcription, Transcription Services, Microsoft Publisher, Microsoft Office, WordPress, Creative Writing, Program Management, Training, Event Planning, Web Design, Entrepreneurship, SEO, Market Research, Social Networking, Marketing Strategy, Small Business, Marketing, Online Marketing, New Business Development, Content Strategy, Social Media Marketing, Email Marketing, Web Marketing, SMO, Sales, Time Management, Proofreading, Management
Education
University of Phoenix 2002 — 2003
None, Accounting
Stuyvesant High School 1982 — 1986
Diploma, Academics
Writing for the Web
Shawn Agyeman Shawn Agyeman's Morgan Stanley Smith Barney Experience January 2007 - May 2007
Job Digital
Industry Marketing and Advertising
Experience
SponsorChange.org November 2008 - Present
Mightybytes, Inc. September 2014 - 2015
Matchnode 2014 - July 2014
Street Wise October 2011 - May 2014
Groupon May 2011 - April 2013
Chicago Ideas Week 2013 - 2013
Chicago International Social Change Film Festival March 2012 - November 2012
UPMC July 2007 - November 2008
Morgan Stanley Smith Barney January 2007 - May 2007
bCompany 2006 - 2006
Skills
Digital Media, Social Media, Online Marketing, Public Relations, Customer Relations, Social Media Marketing, Marketing Strategy, Research, Project Management, Negotiation, Business Strategy, Corporate Communications, Community Development, Social Entrepreneurship, Social Media Education, Salesforce.com, Lead Generation, Email Marketing, Marketing, Cold Calling, Public Speaking, CRM, Strategic Partnerships, Fundraising, Event Management
Education
University of Pittsburgh 2002 — 2007
BA, Economics/Communications
Latin School of Chicago 1998 — 2002
St. Thomas of Canterbury
SponsorChange.org November 2008 - Present
Mightybytes, Inc. September 2014 - 2015
Matchnode 2014 - July 2014
Street Wise October 2011 - May 2014
Groupon May 2011 - April 2013
Chicago Ideas Week 2013 - 2013
Chicago International Social Change Film Festival March 2012 - November 2012
UPMC July 2007 - November 2008
Morgan Stanley Smith Barney January 2007 - May 2007
bCompany 2006 - 2006
Skills
Digital Media, Social Media, Online Marketing, Public Relations, Customer Relations, Social Media Marketing, Marketing Strategy, Research, Project Management, Negotiation, Business Strategy, Corporate Communications, Community Development, Social Entrepreneurship, Social Media Education, Salesforce.com, Lead Generation, Email Marketing, Marketing, Cold Calling, Public Speaking, CRM, Strategic Partnerships, Fundraising, Event Management
Education
University of Pittsburgh 2002 — 2007
BA, Economics/Communications
Latin School of Chicago 1998 — 2002
St. Thomas of Canterbury
Carl Dehne, CPA Carl Dehne, CPA's Morgan Stanley Smith Barney Experience February 2010 - February 2012
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2012 - Present
Morgan Stanley Smith Barney February 2010 - February 2012
Breakthrough Management, Inc. ("BMI") 1991 - February 2010
H.D. Vest Financial Services 2007 - 2008
Talley Sign Company 1989 - 1991
Scott & Stringfellow, Inc. May 1984 - November 1989
Stonewall Gas Company (sold to Dominion Resources) 1981 - 1984
Education
University of Richmond 1975 — 1979
Bachelor's Degree
Ameriprise Financial Services, Inc. February 2012 - Present
Morgan Stanley Smith Barney February 2010 - February 2012
Breakthrough Management, Inc. ("BMI") 1991 - February 2010
H.D. Vest Financial Services 2007 - 2008
Talley Sign Company 1989 - 1991
Scott & Stringfellow, Inc. May 1984 - November 1989
Stonewall Gas Company (sold to Dominion Resources) 1981 - 1984
Education
University of Richmond 1975 — 1979
Bachelor's Degree
Kathy Saraf Kathy Saraf's Morgan Stanley Smith Barney Experience December 2011 - September 2012
Job Sr. Business Analyst consultant
Industry Information Technology and Services
Experience
First Data Corporation January 2015 - Present
UBS Wealth Management November 2012 - February 2013
Morgan Stanley Smith Barney December 2011 - September 2012
WebMD July 2010 - January 2012
Razorfish April 2010 - June 2010
Razorfish September 2005 - January 2010
Major League Baseball Advanced Media August 2001 - September 2005
Scient Corporation October 2000 - June 2001
TIS Worldwide September 1999 - October 2000
DoubleClick, Inc March 1998 - September 1999
Skills
User Experience, User Acceptance Testing, Data Warehousing, ETL, System Administration, Quality Assurance, Project Management, Usability, Software Documentation, Testing
Education
University of Rochester 1992 — 1996
BA, Philosophy/Psychology
First Data Corporation January 2015 - Present
UBS Wealth Management November 2012 - February 2013
Morgan Stanley Smith Barney December 2011 - September 2012
WebMD July 2010 - January 2012
Razorfish April 2010 - June 2010
Razorfish September 2005 - January 2010
Major League Baseball Advanced Media August 2001 - September 2005
Scient Corporation October 2000 - June 2001
TIS Worldwide September 1999 - October 2000
DoubleClick, Inc March 1998 - September 1999
Skills
User Experience, User Acceptance Testing, Data Warehousing, ETL, System Administration, Quality Assurance, Project Management, Usability, Software Documentation, Testing
Education
University of Rochester 1992 — 1996
BA, Philosophy/Psychology
Kevin Siebert Kevin Siebert's Morgan Stanley Smith Barney Experience August 2004 - December 2011
Job Associate at Gateway Financial Group
Industry Financial Services
Experience
Gateway Financial Group January 2012 - Present
Gateway Private Wealth Management January 2012 - Present
Morgan Stanley Smith Barney August 2004 - December 2011
Education
University of Pittsburgh 2002 — 2006
BSBA, Finance
Gateway Financial Group January 2012 - Present
Gateway Private Wealth Management January 2012 - Present
Morgan Stanley Smith Barney August 2004 - December 2011
Education
University of Pittsburgh 2002 — 2006
BSBA, Finance
Brittany Boomhower Brittany Boomhower's Morgan Stanley Smith Barney Experience May 2008 - July 2010
Job Senior Financial Analyst at Sephora
Industry Retail
Experience
Sephora May 2013 - Present
Williams-Sonoma, Inc. July 2010 - May 2013
Morgan Stanley Smith Barney May 2008 - July 2010
Education
University of San Francisco 2004 — 2008
Bachelor of Science (B.S.), Finance & International Business
Sephora May 2013 - Present
Williams-Sonoma, Inc. July 2010 - May 2013
Morgan Stanley Smith Barney May 2008 - July 2010
Education
University of San Francisco 2004 — 2008
Bachelor of Science (B.S.), Finance & International Business
Bonnie Baker Bonnie Baker's Morgan Stanley Smith Barney Experience November 2004 - November 2010
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Lincoln Financial Distributors December 2010 - April 2014
Morgan Stanley Smith Barney November 2004 - November 2010
Merrill Lynch June 1997 - November 2004
J & W. Seligman January 1992 - December 1997
J. & W. Seligman 1992 - 1997
Prudential Securities 1987 - 1992
Skills
Series 7, Investment Advisory, Portfolio Management, Investments, Retirement, Equities, Financial Advisory, Financial Services, 401k, Strategy, Fixed Income, Endowments, Institutional, Strategic Financial..., Asset Management, Foundations, Relationship Management, Alternative Investments, Asset Allocation, Series 63, Finance, Investment Management, Mutual Funds, High Net Worth..., Retirement Solutions
Education
University of Phoenix
MBA, Finance
University of South Florida
BA, Marketing Research/Accounting
Fidelity Investments July 2014 - Present
Lincoln Financial Distributors December 2010 - April 2014
Morgan Stanley Smith Barney November 2004 - November 2010
Merrill Lynch June 1997 - November 2004
J & W. Seligman January 1992 - December 1997
J. & W. Seligman 1992 - 1997
Prudential Securities 1987 - 1992
Skills
Series 7, Investment Advisory, Portfolio Management, Investments, Retirement, Equities, Financial Advisory, Financial Services, 401k, Strategy, Fixed Income, Endowments, Institutional, Strategic Financial..., Asset Management, Foundations, Relationship Management, Alternative Investments, Asset Allocation, Series 63, Finance, Investment Management, Mutual Funds, High Net Worth..., Retirement Solutions
Education
University of Phoenix
MBA, Finance
University of South Florida
BA, Marketing Research/Accounting
Michele Brigman-Pemberton Michele Brigman-Pemberton's Morgan Stanley Smith Barney Experience May 2003 - June 2010
Job Financial Advisor Managing Partner at Praxis Wealth Management
Industry Financial Services
Experience
Praxis Wealth Management June 2010 - Present
Praxis Wealth Management June 2010 - Present
Morgan Stanley Smith Barney May 2003 - June 2010
Skills
Asset, Retirement Planning, 401k Rollovers, Retirement Income..., Charitable Giving, Asset Allocation, Investment Advisory, IRA's, Insurance Planning, Wealth Accumulation, Estate Planning, Retirement, Annuities, Comprehensive Wealth..., Financial Advisory, Financial Planning, Mutual Funds, College Savings Plans, Wealth Transfer, 401k, Investment Strategies, Separately Managed..., IRA Rollovers, Long Term Care, Roth IRA, Wealth Preservation, Retirement Solutions, Alternative Investments, Wealth Management, Investments, Trust Services, Stocks, Managed Accounts, Annuity, ETFs, Financial Advice, Personal Finance, Securities, Asset Management, High Net Worth..., Bonds, IRAs, Strategic Financial..., Wealth Management..., Variable Annuities, Finance, Personal Financial..., Income Protection, 529 Plans
Education
University of Phoenix
Bachelor's degree, Business/Finance
University of Phoenix
Bachelor's degree, Finance, General
Praxis Wealth Management June 2010 - Present
Praxis Wealth Management June 2010 - Present
Morgan Stanley Smith Barney May 2003 - June 2010
Skills
Asset, Retirement Planning, 401k Rollovers, Retirement Income..., Charitable Giving, Asset Allocation, Investment Advisory, IRA's, Insurance Planning, Wealth Accumulation, Estate Planning, Retirement, Annuities, Comprehensive Wealth..., Financial Advisory, Financial Planning, Mutual Funds, College Savings Plans, Wealth Transfer, 401k, Investment Strategies, Separately Managed..., IRA Rollovers, Long Term Care, Roth IRA, Wealth Preservation, Retirement Solutions, Alternative Investments, Wealth Management, Investments, Trust Services, Stocks, Managed Accounts, Annuity, ETFs, Financial Advice, Personal Finance, Securities, Asset Management, High Net Worth..., Bonds, IRAs, Strategic Financial..., Wealth Management..., Variable Annuities, Finance, Personal Financial..., Income Protection, 529 Plans
Education
University of Phoenix
Bachelor's degree, Business/Finance
University of Phoenix
Bachelor's degree, Finance, General
Glenn Tetley, CFP®, CDFA's Morgan Stanley Smith Barney Experience June 1985 - June 2009
Job Owner, Tetley Wealth Group/ Financial Advisor, Raymond James Financial Services Inc., Member FINRA/SIPC
Industry Financial Services
Experience
Tetley Wealth Group, an indepedent firm. June 2009 - Present
Morgan Stanley Smith Barney June 1985 - June 2009
Tetley Enterprises 1977 - 1985
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Wealth Management..., Portfolio Management, Securities, Estate Planning, Retirement, Wealth, Small Business, Investment Advisory, Asset Allocation, Mutual Funds, Fixed Annuities, IRAs, Certified Divorce..., Certified Financial..., Investments, Finance, Asset Managment
Education
Wharton School of Business 2001 — 2001
Financial Planning and Services
Valley College 1974 — 1975
Mathematics and Linguistics
Tetley Wealth Group, an indepedent firm. June 2009 - Present
Morgan Stanley Smith Barney June 1985 - June 2009
Tetley Enterprises 1977 - 1985
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Wealth Management..., Portfolio Management, Securities, Estate Planning, Retirement, Wealth, Small Business, Investment Advisory, Asset Allocation, Mutual Funds, Fixed Annuities, IRAs, Certified Divorce..., Certified Financial..., Investments, Finance, Asset Managment
Education
Wharton School of Business 2001 — 2001
Financial Planning and Services
Valley College 1974 — 1975
Mathematics and Linguistics
Jeff Julian Jeff Julian's Morgan Stanley Smith Barney Experience June 1998 - March 2000
Job Head Coach at Rose Bowl Aquatics
Industry Sports
Experience
Rose Bowl Aquatics Center September 2003 - Present
VistaLab Technologies Western U.S November 2001 - September 2003
Relegence Corporation March 2000 - November 2001
Morgan Stanley Smith Barney June 1998 - March 2000
USC Department of Physiology September 1995 - January 1997
Skills
Sports, Public Speaking, Sports Marketing, Event Management, Sponsorship, Event Planning, Sports Management, Coaching, Fitness, Swimming, Athletics, Marketing Strategy, Social Media, Public Relations, Aquatics, Management, Triathlon, Marketing, Strategy, Leadership, Strategic Planning, Training, Athletic Training, Sports Coaching, Operant Conditioning, Business Development, Swim Instruction
Education
Concordia University Irvine 2012 — 2014
Master's degree, Coaching and Athletic Administration
University of Phoenix 2000 — 2001
Business
University of Southern California 1993 — 1998
BS, Exercise Science
Rose Bowl Aquatics Center September 2003 - Present
VistaLab Technologies Western U.S November 2001 - September 2003
Relegence Corporation March 2000 - November 2001
Morgan Stanley Smith Barney June 1998 - March 2000
USC Department of Physiology September 1995 - January 1997
Skills
Sports, Public Speaking, Sports Marketing, Event Management, Sponsorship, Event Planning, Sports Management, Coaching, Fitness, Swimming, Athletics, Marketing Strategy, Social Media, Public Relations, Aquatics, Management, Triathlon, Marketing, Strategy, Leadership, Strategic Planning, Training, Athletic Training, Sports Coaching, Operant Conditioning, Business Development, Swim Instruction
Education
Concordia University Irvine 2012 — 2014
Master's degree, Coaching and Athletic Administration
University of Phoenix 2000 — 2001
Business
University of Southern California 1993 — 1998
BS, Exercise Science
David Hutchinson David Hutchinson's Morgan Stanley Smith Barney Experience March 2010 - August 2011
Job NRG Concepts Inc.
Industry Utilities
Experience
NRG Concepts Inc September 2010 - Present
DieMax of Rochester February 2012 - April 2013
Morgan Stanley Smith Barney March 2010 - August 2011
Nationwide Insurance August 2009 - March 2010
Lifemark Securities January 2008 - August 2009
MetLife March 2006 - January 2008
Eastman Kodak October 1991 - July 2005
Skills
Life Insurance, Relationship Management, Business Development, Sales, Leadership, Business, Product Development, Strategic Alliances, Options, Investments, Strategic Financial..., Insurance, Financial Analysis, Risk Management, Strategic Planning, Finance, Process Improvement, Financial Modeling, Financial Services, Portfolio Management, Time Management, Analysis, Small Business, Contract Negotiation, Management, New Business Development, Strategy, Selling, Sales Management, Executive Management, Start-ups, Business Planning, Business Strategy, Mergers & Acquisitions, Entrepreneurship, Strategic Partnerships, Cross-functional Team..., Marketing, Management Consulting, Manufacturing, Team Building, Operations Management, Negotiation
Education
Self Study 2008 — 2009
Economics, Finance, Equity and Bonds, CFA Level 1
Self Study 2007 — 2007
U of R, Series 7
Self Study 2007 — 2007
RIT, Series 66
University of Phoenix 2002 — 2006
Bachelors of Science, Business Administration
University of Phoenix 2002 — 2006
Bachelor, Business Administration
NRG Concepts Inc September 2010 - Present
DieMax of Rochester February 2012 - April 2013
Morgan Stanley Smith Barney March 2010 - August 2011
Nationwide Insurance August 2009 - March 2010
Lifemark Securities January 2008 - August 2009
MetLife March 2006 - January 2008
Eastman Kodak October 1991 - July 2005
Skills
Life Insurance, Relationship Management, Business Development, Sales, Leadership, Business, Product Development, Strategic Alliances, Options, Investments, Strategic Financial..., Insurance, Financial Analysis, Risk Management, Strategic Planning, Finance, Process Improvement, Financial Modeling, Financial Services, Portfolio Management, Time Management, Analysis, Small Business, Contract Negotiation, Management, New Business Development, Strategy, Selling, Sales Management, Executive Management, Start-ups, Business Planning, Business Strategy, Mergers & Acquisitions, Entrepreneurship, Strategic Partnerships, Cross-functional Team..., Marketing, Management Consulting, Manufacturing, Team Building, Operations Management, Negotiation
Education
Self Study 2008 — 2009
Economics, Finance, Equity and Bonds, CFA Level 1
Self Study 2007 — 2007
U of R, Series 7
Self Study 2007 — 2007
RIT, Series 66
University of Phoenix 2002 — 2006
Bachelors of Science, Business Administration
University of Phoenix 2002 — 2006
Bachelor, Business Administration
Dr. James (Prentice) Hersey Dr. James (Prentice) Hersey's Morgan Stanley Smith Barney Experience February 2008 - May 2011
Job Professor: MBA Program: Everest UniversityBrandon Campus
Industry Education Management
Experience
Everest University-Brandon Campus October 2010 - Present
Ashford University March 2009 - Present
Colorado Technical University May 2010 - 2014
Morgan Stanley Smith Barney February 2008 - May 2011
Skills
Teaching, Microsoft Office, Writing, Research, Public Speaking, accounting, Customer Service, Accounting, Coaching, Outlook, Curriculum Development, PowerPoint, Leadership
Education
University of Phoenix 2008 — 2011
Doctor of business administration, Burnout theory
University of Phoenix 2006 — 2008
Master of Business Administration (MBA), Accounting, 3.85
Everest University-Brandon Campus October 2010 - Present
Ashford University March 2009 - Present
Colorado Technical University May 2010 - 2014
Morgan Stanley Smith Barney February 2008 - May 2011
Skills
Teaching, Microsoft Office, Writing, Research, Public Speaking, accounting, Customer Service, Accounting, Coaching, Outlook, Curriculum Development, PowerPoint, Leadership
Education
University of Phoenix 2008 — 2011
Doctor of business administration, Burnout theory
University of Phoenix 2006 — 2008
Master of Business Administration (MBA), Accounting, 3.85
Alyson Johansen's Morgan Stanley Smith Barney Experience November 2008 - August 2011
Job Experienced Financial Services Junior Executive Focus in Compliance, Operations, Project Management, FINRA 7, 24, 63, 65
Industry Financial Services
Experience
TD Ameritrade October 2011 - Present
Morgan Stanley Smith Barney November 2008 - August 2011
E*TRADE Financial January 2004 - November 2008
E*TRADE Financial January 2004 - November 2008
Harrisdirect (Merged with E*TRADE) January 2004 - November 2008
ING Advisors Network September 2000 - January 2003
Ameriprise Financial Services, Inc. August 1998 - September 2000
Foster Jeffries, LLC May 1997 - June 1998
Skills
Wealth Management, Vendor Management, Portfolio Management, Investments, Securities, Customer Service, FINRA, Management, Human Resources, Series 63, Process Improvement, Equities, Training, Financial Services, Recruiting, Mutual Funds, Relationship Management, Series 7, Retirement Planning, Call Centers, Leadership, Team Leadership, Finance, Risk Management, Employee Benefits, Project Management, Series 24, Options
Education
University of Phoenix 2012 — 2015
Bachelor of Science (B.S.), Business Management and Operations, 3.88 Cum Laude
University of Utah 1992 — 1993
Psychology
TD Ameritrade October 2011 - Present
Morgan Stanley Smith Barney November 2008 - August 2011
E*TRADE Financial January 2004 - November 2008
E*TRADE Financial January 2004 - November 2008
Harrisdirect (Merged with E*TRADE) January 2004 - November 2008
ING Advisors Network September 2000 - January 2003
Ameriprise Financial Services, Inc. August 1998 - September 2000
Foster Jeffries, LLC May 1997 - June 1998
Skills
Wealth Management, Vendor Management, Portfolio Management, Investments, Securities, Customer Service, FINRA, Management, Human Resources, Series 63, Process Improvement, Equities, Training, Financial Services, Recruiting, Mutual Funds, Relationship Management, Series 7, Retirement Planning, Call Centers, Leadership, Team Leadership, Finance, Risk Management, Employee Benefits, Project Management, Series 24, Options
Education
University of Phoenix 2012 — 2015
Bachelor of Science (B.S.), Business Management and Operations, 3.88 Cum Laude
University of Utah 1992 — 1993
Psychology
Ross Jones Ross Jones's Morgan Stanley Smith Barney Experience May 2009 - August 2009
Job Associate at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company September 2015 - Present
Farm Credit Administration June 2010 - July 2014
Associated Students of Colorado State University August 2009 - May 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Financial Regulation, Credit Analysis, Financial Analysis, Credit Risk, Data Analysis, Finance, Auditing, Analysis, Banking, Loans, Credit, Budgets, Financial Risk, Risk Management, Microsoft Office, Leadership
Education
University of Oxford - Said Business School 2014 — 2015
Master of Business Administration (MBA)
Colorado State University 2006 — 2010
B.S., Finance, 3.77/4.0
McKinsey & Company September 2015 - Present
Farm Credit Administration June 2010 - July 2014
Associated Students of Colorado State University August 2009 - May 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Financial Regulation, Credit Analysis, Financial Analysis, Credit Risk, Data Analysis, Finance, Auditing, Analysis, Banking, Loans, Credit, Budgets, Financial Risk, Risk Management, Microsoft Office, Leadership
Education
University of Oxford - Said Business School 2014 — 2015
Master of Business Administration (MBA)
Colorado State University 2006 — 2010
B.S., Finance, 3.77/4.0
Sharon St James Sharon St James's Morgan Stanley Smith Barney Experience November 2005 - March 2010
Job Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management May 2011 - Present
HighTower March 2010 - May 2011
Morgan Stanley Smith Barney November 2005 - March 2010
Nordstrom September 1977 - March 1992
Education
University of Puget Sound 1975 — 1978
Bachelor of Arts, Business Administration
Morgan Stanley Private Wealth Management May 2011 - Present
HighTower March 2010 - May 2011
Morgan Stanley Smith Barney November 2005 - March 2010
Nordstrom September 1977 - March 1992
Education
University of Puget Sound 1975 — 1978
Bachelor of Arts, Business Administration
Conner Boillat Conner Boillat's Morgan Stanley Smith Barney Experience June 2009 - September 2009
Job Private Wealth Analyst | Research Associate at LVW Advisors
Industry Financial Services
Experience
LVW Advisors July 2015 - Present
Bloomberg LP June 2014 - June 2015
University of Richmond May 2013 - May 2014
Kinloch Golf Club May 2013 - September 2013
LVW Advisors May 2012 - August 2012
Convergent Wealth Advisors May 2010 - August 2011
Morgan Stanley Smith Barney June 2009 - September 2009
Skills
Bloomberg Terminal, Economics, Public Speaking, Leadership, Investments, Portfolio Management, Youth Mentoring, Finance, Microsoft Excel, Community Outreach, Microsoft Office, Wealth Management, PowerPoint, Research, Social Media, Fundraising, Spanish, Work Ethic, Problem Solving, Strategic Financial..., Financial Analysis, Financial Modeling, Trading, Corporate Finance, Financial Markets, Nonprofits, Data Analysis, Teamwork, Microsoft Word, Youth Leadership, Volunteer Recruiting, Time Management, Youth Ministry, Access
Education
2016 Level II Candidate in the CFA Program
University of Richmond 2010 — 2014
Bachelor of Business Administration (BBA), Finance, Economics, Class of 2014
McQuaid Jesuit HS 2005 — 2010
LVW Advisors July 2015 - Present
Bloomberg LP June 2014 - June 2015
University of Richmond May 2013 - May 2014
Kinloch Golf Club May 2013 - September 2013
LVW Advisors May 2012 - August 2012
Convergent Wealth Advisors May 2010 - August 2011
Morgan Stanley Smith Barney June 2009 - September 2009
Skills
Bloomberg Terminal, Economics, Public Speaking, Leadership, Investments, Portfolio Management, Youth Mentoring, Finance, Microsoft Excel, Community Outreach, Microsoft Office, Wealth Management, PowerPoint, Research, Social Media, Fundraising, Spanish, Work Ethic, Problem Solving, Strategic Financial..., Financial Analysis, Financial Modeling, Trading, Corporate Finance, Financial Markets, Nonprofits, Data Analysis, Teamwork, Microsoft Word, Youth Leadership, Volunteer Recruiting, Time Management, Youth Ministry, Access
Education
2016 Level II Candidate in the CFA Program
University of Richmond 2010 — 2014
Bachelor of Business Administration (BBA), Finance, Economics, Class of 2014
McQuaid Jesuit HS 2005 — 2010
Anne McCollom's Morgan Stanley Smith Barney Experience June 2006 - September 2010
Job Account Vice President at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. September 2010 - Present
Morgan Stanley Smith Barney June 2006 - September 2010
Skills
Alternative Investments, Asset Management, Financial Planning, Investment Advisory, Financial Services, Investments, Equities, Finance, Financial Advisory, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Securities, Series 63, Series 7, Uniform Combined State..., Wealth Management
Education
University of Phoenix 1992 — 1994
BSBA, Finance and Economics
UBS Financial Services, Inc. September 2010 - Present
Morgan Stanley Smith Barney June 2006 - September 2010
Skills
Alternative Investments, Asset Management, Financial Planning, Investment Advisory, Financial Services, Investments, Equities, Finance, Financial Advisory, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Securities, Series 63, Series 7, Uniform Combined State..., Wealth Management
Education
University of Phoenix 1992 — 1994
BSBA, Finance and Economics
david sheinheit david sheinheit's Morgan Stanley Smith Barney Experience March 2003 - March 2011
Job CIMA, Vice President Financial Advisor at UBS Financial
Industry Investment Management
Experience
UBS April 2011 - Present
Morgan Stanley- Smith Barney March 2003 - March 2011
Aventura-Sunny Isles Beach Chamber of Commerce 2005 - 2010
Aventura-Sunny Isles Beach Chamber of Commerce 2005 - 2010
Prudential Securities April 1987 - February 2003
Skills
CIMA
Education
University of Pennsylvania - The Wharton School
CIMA, Investment Consultant;Portfolio Management
UBS April 2011 - Present
Morgan Stanley- Smith Barney March 2003 - March 2011
Aventura-Sunny Isles Beach Chamber of Commerce 2005 - 2010
Aventura-Sunny Isles Beach Chamber of Commerce 2005 - 2010
Prudential Securities April 1987 - February 2003
Skills
CIMA
Education
University of Pennsylvania - The Wharton School
CIMA, Investment Consultant;Portfolio Management
Francois Viljoen, CFA Francois Viljoen, CFA's Morgan Stanley Smith Barney Experience October 2007 - November 2012
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors November 2012 - Present
Morgan Stanley Smith Barney October 2007 - November 2012
USA Rugby September 2007 - July 2012
The Capital Group Companies October 2005 - August 2007
USA Rugby 2003 - 2007
The Mason Companies April 2003 - August 2005
Skills
Investments, Mutual Funds, Hedge Funds, Private Equity, Strategic Planning, Management, Alternative Investments, Financial Analysis, Asset Allocation, Financial Modeling, High Net Worth..., Financial Services, Strategic Investment...
Education
University of Pretoria/Universiteit van Pretoria 2000 — 2003
B.Comm, Accounting
Pretoria Boys' High School 1997 — 1999
Wells Fargo Advisors November 2012 - Present
Morgan Stanley Smith Barney October 2007 - November 2012
USA Rugby September 2007 - July 2012
The Capital Group Companies October 2005 - August 2007
USA Rugby 2003 - 2007
The Mason Companies April 2003 - August 2005
Skills
Investments, Mutual Funds, Hedge Funds, Private Equity, Strategic Planning, Management, Alternative Investments, Financial Analysis, Asset Allocation, Financial Modeling, High Net Worth..., Financial Services, Strategic Investment...
Education
University of Pretoria/Universiteit van Pretoria 2000 — 2003
B.Comm, Accounting
Pretoria Boys' High School 1997 — 1999
Edward D. Wilder Edward D. Wilder's Morgan Stanley Smith Barney Experience December 2004 - September 2010
Job First Vice President Investments, PIM® Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2010 - Present
Morgan Stanley Smith Barney December 2004 - September 2010
Auto Consultants Northwest 1991 - 2004
Skills
Stock Market Analysis, Investment Strategies, 401k Rollovers, Insurance, Fixed Income Strategies, Multi-generational..., Retirement Plan...
Education
University of Puget Sound 1982 — 1986
BA, Political Science
Kents Hill School 1980 — 1982
H.S., College Prep.
Wells Fargo Advisors, LLC September 2010 - Present
Morgan Stanley Smith Barney December 2004 - September 2010
Auto Consultants Northwest 1991 - 2004
Skills
Stock Market Analysis, Investment Strategies, 401k Rollovers, Insurance, Fixed Income Strategies, Multi-generational..., Retirement Plan...
Education
University of Puget Sound 1982 — 1986
BA, Political Science
Kents Hill School 1980 — 1982
H.S., College Prep.
Rick Ferri, CFA's Morgan Stanley Smith Barney Experience June 1994 - July 1999
Job Founding Partner, Director of Research and Investing: Portfolio Solutions, LLC
Industry Financial Services
Experience
Portfolio Solutions, LLC July 1999 - Present
Forbes Magazine October 2009 - Present
Wiley and McGraw-Hill July 1999 - Present
Morgan Stanley Smith Barney June 1994 - July 1999
Kidder Peabody December 1988 - May 1994
Skills
ETFs, Asset Allocation, Investments, Portfolio Management, Retirement Planning, Investment Strategies, Financial Advisory, Investment Advisory, Investment Management, Valuation
Education
Walsh College 1996 — 1998
MFS, Finance
University of Rhode Island - College of Business Administration 1976 — 1980
BBA, Entrepreneurial studies
Portfolio Solutions, LLC July 1999 - Present
Forbes Magazine October 2009 - Present
Wiley and McGraw-Hill July 1999 - Present
Morgan Stanley Smith Barney June 1994 - July 1999
Kidder Peabody December 1988 - May 1994
Skills
ETFs, Asset Allocation, Investments, Portfolio Management, Retirement Planning, Investment Strategies, Financial Advisory, Investment Advisory, Investment Management, Valuation
Education
Walsh College 1996 — 1998
MFS, Finance
University of Rhode Island - College of Business Administration 1976 — 1980
BBA, Entrepreneurial studies
Zach Hurwitz Zach Hurwitz's Morgan Stanley Smith Barney Experience June 2012 - July 2012
Job Sales Service Representative at A+E Networks
Industry Entertainment
Experience
A+E Networks October 2014 - Present
Warner Music Group August 2014 - October 2014
LeadDog Marketing Group June 2014 - August 2014
IMG Media June 2013 - July 2013
Salmon Cove August 2012 - 2013
Morgan Stanley Smith Barney June 2012 - July 2012
Fullerton Ford May 2012 - May 2012
Camp Oak Crest June 2010 - August 2010
Urban Myths May 2010 - June 2010
Lakin Tire East July 2008 - August 2008
Education
University of Pittsburgh 2010 — 2014
Bachelor of Science (B.S.), Finance, General
University of Pittsburgh 2010 — 2014
Bachelor of Science (B.S.), Marketing/Finance
A+E Networks October 2014 - Present
Warner Music Group August 2014 - October 2014
LeadDog Marketing Group June 2014 - August 2014
IMG Media June 2013 - July 2013
Salmon Cove August 2012 - 2013
Morgan Stanley Smith Barney June 2012 - July 2012
Fullerton Ford May 2012 - May 2012
Camp Oak Crest June 2010 - August 2010
Urban Myths May 2010 - June 2010
Lakin Tire East July 2008 - August 2008
Education
University of Pittsburgh 2010 — 2014
Bachelor of Science (B.S.), Finance, General
University of Pittsburgh 2010 — 2014
Bachelor of Science (B.S.), Marketing/Finance
Michael Audi Michael Audi's Morgan Stanley Smith Barney Experience October 2009 - March 2011
Job Financial Advisor
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 2009 - March 2011
Wells Fargo Advisors 2008 - 2009
Ameriquest Mortgage Company 2004 - 2005
Top Flight Marketing 2004 - 2004
Matrix Marketing 2002 - 2003
Skills
Investments, Sales, Financial Services, Financial Modeling, Investment Strategies, Marketing, Risk Management, Customer Service, Finance, Managerial Finance
Education
University of Pittsburgh 2006 — 2009
Bachelor of Business Administration, Finance
Pennsylvania State University 1999 — 2003
Bachelor of Arts, Political Science
Morgan Stanley Smith Barney October 2009 - March 2011
Wells Fargo Advisors 2008 - 2009
Ameriquest Mortgage Company 2004 - 2005
Top Flight Marketing 2004 - 2004
Matrix Marketing 2002 - 2003
Skills
Investments, Sales, Financial Services, Financial Modeling, Investment Strategies, Marketing, Risk Management, Customer Service, Finance, Managerial Finance
Education
University of Pittsburgh 2006 — 2009
Bachelor of Business Administration, Finance
Pennsylvania State University 1999 — 2003
Bachelor of Arts, Political Science
Danielle Rode Danielle Rode's Morgan Stanley Smith Barney Experience 2009 - 2010
Job J.P. Morgan Managed Solutions Associate
Industry Financial Services
Experience
J.P. Morgan January 2014 - Present
General Mills July 2012 - December 2013
General Mills June 2011 - August 2011
Morgan Stanley Smith Barney 2009 - 2010
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Montclair Kimberley Academy 1994 — 2008
High School
J.P. Morgan January 2014 - Present
General Mills July 2012 - December 2013
General Mills June 2011 - August 2011
Morgan Stanley Smith Barney 2009 - 2010
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Montclair Kimberley Academy 1994 — 2008
High School
Chitra Sundaram Chitra Sundaram's Morgan Stanley Smith Barney Experience 1997 - 1997
Job Senior Analyst, Cardinal capital management
Industry Investment Management
Experience
Cardinal Capital Management LLC 2005 - Present
J.P. Morgan Asset Management 2002 - 2003
Goldman Sachs 1998 - 2002
Morgan Stanley Smith Barney 1997 - 1997
Skills
Equity Research, Equities, Portfolio Management, Fixed Income, Retail, E&P, Financial Technology, Valuation, Hedge Funds, Bloomberg, Investments, Financial Modeling, Capital Markets, Equity Valuation
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
Masters in Business Administration, Finance and International Business
Institute of Chartered Accountants of India 1991 — 1994
CA, Accounting, Law and taxation
University of Pune 1986 — 1991
Bachelor of Commerce, Economics, Accounting
Cardinal Capital Management LLC 2005 - Present
J.P. Morgan Asset Management 2002 - 2003
Goldman Sachs 1998 - 2002
Morgan Stanley Smith Barney 1997 - 1997
Skills
Equity Research, Equities, Portfolio Management, Fixed Income, Retail, E&P, Financial Technology, Valuation, Hedge Funds, Bloomberg, Investments, Financial Modeling, Capital Markets, Equity Valuation
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
Masters in Business Administration, Finance and International Business
Institute of Chartered Accountants of India 1991 — 1994
CA, Accounting, Law and taxation
University of Pune 1986 — 1991
Bachelor of Commerce, Economics, Accounting
Zachary Gordon's Morgan Stanley Smith Barney Experience June 2011 - August 2012
Job CEO/Founder at Shoe Jabber
Industry Sporting Goods
Experience
Shoe Jabber January 2014 - Present
Maccabi Ashdod Basketball Club September 2012 - June 2013
Morgan Stanley Smith Barney June 2011 - August 2012
Skills
Financial Modeling, Marketing Strategy, Strategic Planning, Business Strategy, Sports Marketing, Venture Capital, Entrepreneurship, Management Consulting, New Business Development
Education
University of Pennsylvania 2008 — 2012
B.A., Economics, Entrepreneurship
University of Pennsylvania 2008 — 2012
BS Economics, Economics
Shoe Jabber January 2014 - Present
Maccabi Ashdod Basketball Club September 2012 - June 2013
Morgan Stanley Smith Barney June 2011 - August 2012
Skills
Financial Modeling, Marketing Strategy, Strategic Planning, Business Strategy, Sports Marketing, Venture Capital, Entrepreneurship, Management Consulting, New Business Development
Education
University of Pennsylvania 2008 — 2012
B.A., Economics, Entrepreneurship
University of Pennsylvania 2008 — 2012
BS Economics, Economics
Deepa Lahoti Deepa Lahoti's Morgan Stanley Smith Barney Experience November 2009 - August 2011
Job Vice President, GV Financial Advisors
Industry Financial Services
Experience
GV Financial Advisors August 2014 - Present
Johns Creek Arts Center 2010 - 2015
Adipa, LLC January 2011 - August 2014
Morgan Stanley Smith Barney November 2009 - August 2011
www.PresentForward.com September 2007 - October 2009
Own Company September 2000 - July 2007
Citigroup, N.A. August 1997 - October 1999
Bankers Trust Company February 1995 - July 1997
Deloitte Consulting August 1993 - December 1994
Texas Instruments July 1987 - July 1991
Skills
Strategic Planning, Business Strategy, Financial Services, Investments, Alternative Investments, Equities, Portfolio Management, Strategic Financial..., Asset Managment, Wealth Management, Investment Advisory, Finance, Start-ups, Business Planning, Strategy, Financial Planning, Asset Management, Entrepreneurship, Marketing, Leadership, Consulting, Management
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance
University of Tennessee-Knoxville 1983 — 1987
B.S.E.E., Electrical and Computer Engineering
Eisenhower High School
GV Financial Advisors August 2014 - Present
Johns Creek Arts Center 2010 - 2015
Adipa, LLC January 2011 - August 2014
Morgan Stanley Smith Barney November 2009 - August 2011
www.PresentForward.com September 2007 - October 2009
Own Company September 2000 - July 2007
Citigroup, N.A. August 1997 - October 1999
Bankers Trust Company February 1995 - July 1997
Deloitte Consulting August 1993 - December 1994
Texas Instruments July 1987 - July 1991
Skills
Strategic Planning, Business Strategy, Financial Services, Investments, Alternative Investments, Equities, Portfolio Management, Strategic Financial..., Asset Managment, Wealth Management, Investment Advisory, Finance, Start-ups, Business Planning, Strategy, Financial Planning, Asset Management, Entrepreneurship, Marketing, Leadership, Consulting, Management
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance
University of Tennessee-Knoxville 1983 — 1987
B.S.E.E., Electrical and Computer Engineering
Eisenhower High School
Shannon Bowen Shannon Bowen's Morgan Stanley Smith Barney Experience November 2003 - May 2010
Job Medical Biller at Chistus Health
Industry Staffing and Recruiting
Experience
Chistus Health March 2013 - Present
VSSI Staffing Services 2012 - 2013
Bank of America August 2010 - July 2012
Morgan Stanley Smith Barney November 2003 - May 2010
Morgan Stanley November 2003 - May 2010
Skills
Customer Service, Mortgage Lending, Credit Cards, Deposits, Funding, Microsoft Excel, Financial Services, Banking, Call Centers, Microsoft Office, Vendor Management, Microsoft Word, SDLC, Recruiting, PeopleSoft
Education
University of Phoenix 2010 — 2014
Bachelor of Science, Accounting
Chistus Health March 2013 - Present
VSSI Staffing Services 2012 - 2013
Bank of America August 2010 - July 2012
Morgan Stanley Smith Barney November 2003 - May 2010
Morgan Stanley November 2003 - May 2010
Skills
Customer Service, Mortgage Lending, Credit Cards, Deposits, Funding, Microsoft Excel, Financial Services, Banking, Call Centers, Microsoft Office, Vendor Management, Microsoft Word, SDLC, Recruiting, PeopleSoft
Education
University of Phoenix 2010 — 2014
Bachelor of Science, Accounting
Sean Joffe's Morgan Stanley Smith Barney Experience April 2009 - August 2009
Job OEM Sales Executive at Logi Analytics
Industry Computer Software
Experience
Logi Analytics July 2013 - Present
Logi Analytics September 2012 - July 2013
Cbeyond December 2011 - August 2012
New Jersey Devils August 2011 - December 2011
University of New South Wales June 2010 - August 2010
Morgan Stanley Smith Barney April 2009 - August 2009
Skills
Sales, Business Development, Lead Generation, Salesforce.com, Cold Calling, Account Management, Direct Sales, Sales Process, Social Media, Microsoft Office, CRM, Social Networking, Sales Operations, New Business Development, PowerPoint
Education
University of Pittsburgh 2007 — 2011
Bachelor of Arts with a focus in Commuications, Communications, English Literature
UNSW Australia
Logi Analytics July 2013 - Present
Logi Analytics September 2012 - July 2013
Cbeyond December 2011 - August 2012
New Jersey Devils August 2011 - December 2011
University of New South Wales June 2010 - August 2010
Morgan Stanley Smith Barney April 2009 - August 2009
Skills
Sales, Business Development, Lead Generation, Salesforce.com, Cold Calling, Account Management, Direct Sales, Sales Process, Social Media, Microsoft Office, CRM, Social Networking, Sales Operations, New Business Development, PowerPoint
Education
University of Pittsburgh 2007 — 2011
Bachelor of Arts with a focus in Commuications, Communications, English Literature
UNSW Australia
Matt Fargotstein's Morgan Stanley Smith Barney Experience September 2009 - December 2009
Job International Market Expansion
Industry International Trade and Development
Experience
Sequoia Consulting Group - www.Sequoia.com May 2015 - Present
Radius Global Growth Experts September 2014 - April 2015
Radius Global Growth Experts January 2012 - August 2014
Radius Global Growth Experts October 2010 - January 2012
Morgan Stanley Smith Barney September 2009 - December 2009
CB Richard Ellis May 2009 - September 2009
Skills
Financial Modeling, Corporate Finance, International Business, Project Management, Finance, Financial Analysis, Mergers & Acquisitions, Sales, Accounting, Strategic Planning
Education
University of San Diego 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, Real Estate
Fundación José Ortega y Gasset 2008 — 2008
Sequoia Consulting Group - www.Sequoia.com May 2015 - Present
Radius Global Growth Experts September 2014 - April 2015
Radius Global Growth Experts January 2012 - August 2014
Radius Global Growth Experts October 2010 - January 2012
Morgan Stanley Smith Barney September 2009 - December 2009
CB Richard Ellis May 2009 - September 2009
Skills
Financial Modeling, Corporate Finance, International Business, Project Management, Finance, Financial Analysis, Mergers & Acquisitions, Sales, Accounting, Strategic Planning
Education
University of San Diego 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, Real Estate
Fundación José Ortega y Gasset 2008 — 2008
Abu Farukh Abu Farukh's Morgan Stanley Smith Barney Experience 2009 - 2012
Job Financial Advisor guiding clients to help reach personal & professional financial goals
Industry Financial Services
Experience
Raymond James & Associates March 2012 - Present
Morgan Stanley Smith Barney 2009 - 2012
Smith Barney 2005 - 2009
Morgan Stanley 1979 - 2005
Skills
Wealth Management, Strategic Financial..., Personal Financial..., Financial Advisory, Retirement Planning, Employee Benefits, 401k Rollovers, Concentrated Equity..., College Education..., Estate Planning, Business Solutions, Investment Management, Asset Allocation, Stock Management, Bonds, Syndicate, Life Insurance, Variable Annuities, Long Term Care Insurance
Education
University of San Francisco 1972 — 1976
Bachelor's Degree, Finance & International Business
Wharton School of Business
Wharton Senior Financial Advisors Program
Raymond James & Associates March 2012 - Present
Morgan Stanley Smith Barney 2009 - 2012
Smith Barney 2005 - 2009
Morgan Stanley 1979 - 2005
Skills
Wealth Management, Strategic Financial..., Personal Financial..., Financial Advisory, Retirement Planning, Employee Benefits, 401k Rollovers, Concentrated Equity..., College Education..., Estate Planning, Business Solutions, Investment Management, Asset Allocation, Stock Management, Bonds, Syndicate, Life Insurance, Variable Annuities, Long Term Care Insurance
Education
University of San Francisco 1972 — 1976
Bachelor's Degree, Finance & International Business
Wharton School of Business
Wharton Senior Financial Advisors Program
Andrew McGrath's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Talent Acquisition, Technology Group at HBO
Industry Staffing and Recruiting
Experience
HBO August 2015 - Present
The Judge Group September 2013 - August 2015
Axelon Services Corp. July 2011 - August 2013
Bank of America November 2010 - July 2011
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Applicant Tracking..., Technical Recruiting, Screening Resumes, Recruiting, Talent Acquisition, Boolean Logic, Boolean Searching, Consulting, Internet Recruiting, College Recruiting, Permanent Placement, Staff Augmentation, Networking, IT Recruitment
Education
University of Rhode Island 2006 — 2010
Bachelor of Arts (B.A.), Communication and Media Studies
Flatiron School
Front End Web Development
HBO August 2015 - Present
The Judge Group September 2013 - August 2015
Axelon Services Corp. July 2011 - August 2013
Bank of America November 2010 - July 2011
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Applicant Tracking..., Technical Recruiting, Screening Resumes, Recruiting, Talent Acquisition, Boolean Logic, Boolean Searching, Consulting, Internet Recruiting, College Recruiting, Permanent Placement, Staff Augmentation, Networking, IT Recruitment
Education
University of Rhode Island 2006 — 2010
Bachelor of Arts (B.A.), Communication and Media Studies
Flatiron School
Front End Web Development
Andrew Mathews Andrew Mathews's Morgan Stanley Smith Barney Experience June 1999 - June 2002
Job Attorney at Williams Mullen
Industry Law Practice
Experience
Williams Mullen August 2008 - Present
Genworth Financial August 2002 - August 2005
Morgan Stanley Smith Barney June 1999 - June 2002
Skills
Litigation, Legal Research, Commercial Litigation, Legal Writing, Product Liability, Personal Injury, Appeals, Mediation, Class Actions, Civil Litigation, Trials, Business Litigation, Construction Law, Trial Practice, Corporate Law, Torts
Education
University of Richmond School of Law 2005 — 2008
JD
Wake Forest University 1994 — 1998
B.A.
Williams Mullen August 2008 - Present
Genworth Financial August 2002 - August 2005
Morgan Stanley Smith Barney June 1999 - June 2002
Skills
Litigation, Legal Research, Commercial Litigation, Legal Writing, Product Liability, Personal Injury, Appeals, Mediation, Class Actions, Civil Litigation, Trials, Business Litigation, Construction Law, Trial Practice, Corporate Law, Torts
Education
University of Richmond School of Law 2005 — 2008
JD
Wake Forest University 1994 — 1998
B.A.
Brian Drake Brian Drake's Morgan Stanley Smith Barney Experience May 2005 - March 2010
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS Financial Services Inc April 2010 - Present
Morgan Stanley Smith Barney May 2005 - March 2010
Morgan Stanley Investment Management August 2002 - May 2005
Education
University of Pennsylvania 1998 — 2002
BA, Philosophy, Politics, Economics
UBS Financial Services Inc April 2010 - Present
Morgan Stanley Smith Barney May 2005 - March 2010
Morgan Stanley Investment Management August 2002 - May 2005
Education
University of Pennsylvania 1998 — 2002
BA, Philosophy, Politics, Economics
Josh Bart Josh Bart's Morgan Stanley Smith Barney Experience June 2011 - March 2012
Job Underwriter
Industry Financial Services
Experience
Merchant Cash and Capital LLC September 2015 - Present
Ehrenkranz Partners, L.P. April 2012 - September 2015
Morgan Stanley Smith Barney June 2011 - March 2012
Ameriprise Financial January 2011 - April 2011
University of Pittsburgh September 2008 - December 2010
Big Brothers Big Sisters of Greater Pittsburgh June 2010 - August 2010
The GMS Group May 2009 - August 2009
Skills
Portfolio Management, Equities, Investments, Fixed Income, Trading, Financial Analysis, Microsoft Excel, Financial Modeling, Wealth Management, Microsoft Office, PowerPoint, Microsoft Word, Strategic Planning, Hedge Funds, Accounting
Education
University of Pittsburgh 2007 — 2011
Bachelors, Finance, Certificate in Leadership and Ethics
Merchant Cash and Capital LLC September 2015 - Present
Ehrenkranz Partners, L.P. April 2012 - September 2015
Morgan Stanley Smith Barney June 2011 - March 2012
Ameriprise Financial January 2011 - April 2011
University of Pittsburgh September 2008 - December 2010
Big Brothers Big Sisters of Greater Pittsburgh June 2010 - August 2010
The GMS Group May 2009 - August 2009
Skills
Portfolio Management, Equities, Investments, Fixed Income, Trading, Financial Analysis, Microsoft Excel, Financial Modeling, Wealth Management, Microsoft Office, PowerPoint, Microsoft Word, Strategic Planning, Hedge Funds, Accounting
Education
University of Pittsburgh 2007 — 2011
Bachelors, Finance, Certificate in Leadership and Ethics
Loukas Tasigianis Loukas Tasigianis's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job FCIU Analyst at Standard Chartered Bank
Industry Financial Services
Experience
Standard Chartered Bank April 2015 - Present
Liquidity Solutions Inc. February 2014 - August 2014
AXA Advisors May 2013 - January 2014
Ergotelis FC August 2012 - April 2013
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Economics, Entrepreneurship, Strategic Planning, New Business Development, Microsoft Office, Analysis
Education
University of Pennsylvania 2007 — 2011
Bachelor of Arts (B.A.), Philosophy, Political Science and Economics
Standard Chartered Bank April 2015 - Present
Liquidity Solutions Inc. February 2014 - August 2014
AXA Advisors May 2013 - January 2014
Ergotelis FC August 2012 - April 2013
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Economics, Entrepreneurship, Strategic Planning, New Business Development, Microsoft Office, Analysis
Education
University of Pennsylvania 2007 — 2011
Bachelor of Arts (B.A.), Philosophy, Political Science and Economics
Jennie Easterbrook's Morgan Stanley Smith Barney Experience July 1994 - July 1998
Job Group Director at Meredith Xcelerated Marketing
Industry Marketing and Advertising
Experience
MXM (Meredith Xcelerated Marketing) August 2010 - Present
MXM (Meredith Xcelerated Marketing) September 2009 - July 2010
MXM (Meredith Xcelerated Marketing) July 2005 - August 2009
RAPP November 2004 - June 2005
SourceLink March 2002 - October 2004
SourceLink January 2000 - February 2002
SourceLink August 1998 - December 1999
Morgan Stanley Smith Barney July 1994 - July 1998
Thomson Reuters June 1992 - June 1994
Skills
Integrated Marketing, Digital Marketing, Digital Strategy, Mobile Marketing, Interactive Marketing, Direct Marketing, Social Media Marketing, Strategic Partnerships, Relationship Marketing, Online Marketing, Creative Direction, CRM, Strategy, Marketing, Database Marketing, Content Strategy, Marketing Strategy, Direct Mail, Email Marketing, Online Advertising, Media Planning, Brand Development, SEM, Digital Media, Web Analytics, Analytics, Lead Generation, Multi-channel Marketing, Customer Acquisition, Customer Insight, Brand Management, Mobile Advertising, New Media, E-commerce, Creative Strategy, Interactive Advertising, Marketing Communications, B2B Marketing
Education
University of Pennsylvania
Bachelor of Arts, International Relations
MXM (Meredith Xcelerated Marketing) August 2010 - Present
MXM (Meredith Xcelerated Marketing) September 2009 - July 2010
MXM (Meredith Xcelerated Marketing) July 2005 - August 2009
RAPP November 2004 - June 2005
SourceLink March 2002 - October 2004
SourceLink January 2000 - February 2002
SourceLink August 1998 - December 1999
Morgan Stanley Smith Barney July 1994 - July 1998
Thomson Reuters June 1992 - June 1994
Skills
Integrated Marketing, Digital Marketing, Digital Strategy, Mobile Marketing, Interactive Marketing, Direct Marketing, Social Media Marketing, Strategic Partnerships, Relationship Marketing, Online Marketing, Creative Direction, CRM, Strategy, Marketing, Database Marketing, Content Strategy, Marketing Strategy, Direct Mail, Email Marketing, Online Advertising, Media Planning, Brand Development, SEM, Digital Media, Web Analytics, Analytics, Lead Generation, Multi-channel Marketing, Customer Acquisition, Customer Insight, Brand Management, Mobile Advertising, New Media, E-commerce, Creative Strategy, Interactive Advertising, Marketing Communications, B2B Marketing
Education
University of Pennsylvania
Bachelor of Arts, International Relations
Evan Rosenberg Evan Rosenberg's Morgan Stanley Smith Barney Experience June 2009 - July 2009
Job Private Banker, AVP at Morgan Stanley Private Bank, N.A
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley April 2013 - Present
Morgan Stanley April 2011 - April 2013
Delmonte-Smelson Jewelers May 2010 - April 2011
MORGAN STANLEY SMITH BARNEY June 2009 - July 2009
Merrill Lynch May 2008 - August 2008
Skills
Series 7
Education
University of Rhode Island - College of Business Administration 2006 — 2010
Bachelor of Science in B.A, Accounting
UNIVERSITY OF RHODE ISLAND, College of Business
Bachelor of Science in B, Accounting
Morgan Stanley August 2015 - Present
Morgan Stanley April 2013 - Present
Morgan Stanley April 2011 - April 2013
Delmonte-Smelson Jewelers May 2010 - April 2011
MORGAN STANLEY SMITH BARNEY June 2009 - July 2009
Merrill Lynch May 2008 - August 2008
Skills
Series 7
Education
University of Rhode Island - College of Business Administration 2006 — 2010
Bachelor of Science in B.A, Accounting
UNIVERSITY OF RHODE ISLAND, College of Business
Bachelor of Science in B, Accounting
Ambar Bajaj's Morgan Stanley Smith Barney Experience June 2006 - August 2006
Job Fixed Income Associate
Industry Capital Markets
Experience
WisdomTree Asset Management September 2011 - Present
TransMarket Group, L.L.C. June 2008 - August 2011
University of Rochester 2004 - 2008
Manning and Napier Advisors June 2007 - August 2007
Morgan Stanley Smith Barney June 2006 - August 2006
Skills
Fixed Income, Trading, Economics, Mathematics, Rates, Bloomberg, VBA, Financial Modeling, Derivatives, Financial Analysis, Capital Markets, Excel, Investments, Portfolio Management, Asset Management, Securities, Statistics, FX, Trading Systems, Microsoft Office, Bonds, Financial Markets, Research, Series 7, Emerging Markets, ETFs
Education
Brighton High School
University of Rochester
BA, Mathematics, Economics
WisdomTree Asset Management September 2011 - Present
TransMarket Group, L.L.C. June 2008 - August 2011
University of Rochester 2004 - 2008
Manning and Napier Advisors June 2007 - August 2007
Morgan Stanley Smith Barney June 2006 - August 2006
Skills
Fixed Income, Trading, Economics, Mathematics, Rates, Bloomberg, VBA, Financial Modeling, Derivatives, Financial Analysis, Capital Markets, Excel, Investments, Portfolio Management, Asset Management, Securities, Statistics, FX, Trading Systems, Microsoft Office, Bonds, Financial Markets, Research, Series 7, Emerging Markets, ETFs
Education
Brighton High School
University of Rochester
BA, Mathematics, Economics
Jamie Emerson-Heery, CPA's Morgan Stanley Smith Barney Experience May 2007 - January 2008
Job Manager | Assurance | Wine Industry, Financial Services | Burr Pilger Mayer (BPM) – Accountants & Consultants
Industry Accounting
Experience
Burr Pilger Mayer September 2008 - Present
Morgan Stanley Smith Barney May 2007 - January 2008
Ameriprise Financial Services, Inc. May 2007 - August 2007
Skills
Financial Analysis, Accounting, GAAP, Auditing, SEC filings, Financial Reporting, Revenue Recognition, Strategic Financial..., Sarbanes-Oxley Act, SEC Filings, Microsoft Excel, Management, Finance, Financial Accounting, Financial Planning, Internal Controls, US GAAP
Education
University of San Francisco 2004 — 2008
BS, Accounting, Finance
Burr Pilger Mayer September 2008 - Present
Morgan Stanley Smith Barney May 2007 - January 2008
Ameriprise Financial Services, Inc. May 2007 - August 2007
Skills
Financial Analysis, Accounting, GAAP, Auditing, SEC filings, Financial Reporting, Revenue Recognition, Strategic Financial..., Sarbanes-Oxley Act, SEC Filings, Microsoft Excel, Management, Finance, Financial Accounting, Financial Planning, Internal Controls, US GAAP
Education
University of San Francisco 2004 — 2008
BS, Accounting, Finance
Brendan Hoelmer Brendan Hoelmer's Morgan Stanley Smith Barney Experience April 2012 - February 2013
Job Senior Analyst Global Markets Intelligence at Ipreo
Industry Financial Services
Experience
Ipreo February 2013 - Present
Morgan Stanley Smith Barney April 2012 - February 2013
Façonnable March 2012 - April 2012
Global Hunter Securities, LLC August 2011 - September 2011
Bank of America June 2009 - June 2010
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2011
Master of Science, Finance
William & Mary 2004 — 2008
Bachelor of Arts, Economics, Computer Science
Ipreo February 2013 - Present
Morgan Stanley Smith Barney April 2012 - February 2013
Façonnable March 2012 - April 2012
Global Hunter Securities, LLC August 2011 - September 2011
Bank of America June 2009 - June 2010
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2011
Master of Science, Finance
William & Mary 2004 — 2008
Bachelor of Arts, Economics, Computer Science
Richard Rios's Morgan Stanley Smith Barney Experience March 2008 - April 2012
Job Financial AdvisorVice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2012 - Present
Morgan Stanley Smith Barney March 2008 - April 2012
Wachovia Securities October 1998 - March 2008
Merrill Lynch October 1992 - October 1998
Education
University of Pittsburgh 1985 — 1990
BA, Economics/Business
Ameriprise Financial Services, Inc. April 2012 - Present
Morgan Stanley Smith Barney March 2008 - April 2012
Wachovia Securities October 1998 - March 2008
Merrill Lynch October 1992 - October 1998
Education
University of Pittsburgh 1985 — 1990
BA, Economics/Business
Kenny Craven Kenny Craven's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job Operations Manager at Big Country RV, Inc.
Industry Leisure, Travel & Tourism
Experience
Big Country RV, Inc. October 2013 - Present
Ignited March 2013 - October 2013
OMD December 2012 - March 2013
OMD October 2011 - November 2012
Community Assets Consulting July 2011 - October 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Big Country RV June 2005 - June 2010
Skills
Market Research, Analytics, Marketing Research, Data Analysis, Social Media Marketing, Social Media, Competitive Analysis, Digital Marketing, Digital Strategy, Online Advertising, Web Analytics
Education
University of San Diego 2007 — 2011
BA, Economics
Big Country RV, Inc. October 2013 - Present
Ignited March 2013 - October 2013
OMD December 2012 - March 2013
OMD October 2011 - November 2012
Community Assets Consulting July 2011 - October 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Big Country RV June 2005 - June 2010
Skills
Market Research, Analytics, Marketing Research, Data Analysis, Social Media Marketing, Social Media, Competitive Analysis, Digital Marketing, Digital Strategy, Online Advertising, Web Analytics
Education
University of San Diego 2007 — 2011
BA, Economics
Charlene Frias Charlene Frias's Morgan Stanley Smith Barney Experience 1999 - 2000
Job Realtor | Stroyke Properties
Industry Real Estate
Experience
Stroyke Properties August 2013 - Present
Redfin - South Bay March 2013 - July 2013
Coldwell Banker Residential Brokerage May 2012 - March 2013
Fixed Income Live January 2010 - November 2011
Credit Suisse Securities LLC April 2007 - August 2008
Merrill Lynch March 2001 - February 2007
Morgan Stanley Smith Barney 1999 - 2000
Skills
Real Estate Transactions, Bloomberg, Bonds, Negotiation, Residential Homes, Sellers, Fixed Income, Marketing, Short Sales, First Time Home Buyers, First Time Home Sellers, CA Real Estate License, Series 7, Financial Services, FINRA, Investments
Education
University of San Francisco 2011 — 2011
Master's Certificate, Internet Marketing
Stroyke Properties August 2013 - Present
Redfin - South Bay March 2013 - July 2013
Coldwell Banker Residential Brokerage May 2012 - March 2013
Fixed Income Live January 2010 - November 2011
Credit Suisse Securities LLC April 2007 - August 2008
Merrill Lynch March 2001 - February 2007
Morgan Stanley Smith Barney 1999 - 2000
Skills
Real Estate Transactions, Bloomberg, Bonds, Negotiation, Residential Homes, Sellers, Fixed Income, Marketing, Short Sales, First Time Home Buyers, First Time Home Sellers, CA Real Estate License, Series 7, Financial Services, FINRA, Investments
Education
University of San Francisco 2011 — 2011
Master's Certificate, Internet Marketing
Samuel Gordon's Morgan Stanley Smith Barney Experience January 2010 - Present
Job Retired at Morgan Stanley Smith Barney
Industry Investment Management
Experience
Morgan Stanley Smith Barney January 2010 - Present
Smith Barney November 1971 - January 2010
Various Instrumentation Companies 1960 - 1971
Education
University of Pennsylvania - The Wharton School 1953 — 1957
Morgan Stanley Smith Barney January 2010 - Present
Smith Barney November 1971 - January 2010
Various Instrumentation Companies 1960 - 1971
Education
University of Pennsylvania - The Wharton School 1953 — 1957
Susan Johnson's Morgan Stanley Smith Barney Experience 1991 - 1994
Job Sr VP Global Supply Chain at AT&T
Industry Telecommunications
Experience
AT&T October 2014 - Present
AT&T January 2012 - October 2014
AT&T 2009 - 2012
AT&T 2004 - 2009
SBC 1995 - 1998
Morgan Stanley Smith Barney 1991 - 1994
Skills
Telecommunications, Strategic Partnerships, Business Development, Product Management, SaaS, Go-to-market Strategy, Start-ups, Business Strategy, Finance, Product Marketing, Strategy, Competitive Analysis, Mergers & Acquisitions, Cross-functional Team..., Executive Management
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Finance
AT&T October 2014 - Present
AT&T January 2012 - October 2014
AT&T 2009 - 2012
AT&T 2004 - 2009
SBC 1995 - 1998
Morgan Stanley Smith Barney 1991 - 1994
Skills
Telecommunications, Strategic Partnerships, Business Development, Product Management, SaaS, Go-to-market Strategy, Start-ups, Business Strategy, Finance, Product Marketing, Strategy, Competitive Analysis, Mergers & Acquisitions, Cross-functional Team..., Executive Management
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Finance
Evan Siegal's Morgan Stanley Smith Barney Experience June 2010 - Present
Job Executive Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2014 - Present
Morgan Stanley Wealth Management January 2013 - Present
Morgan Stanley Smith Barney June 2010 - Present
Morgan Stanley Smith Barney June 2009 - June 2010
Citi Smith Barney December 2005 - June 2009
Citi Smith Barney January 2003 - December 2005
Citi Smith Barney July 2000 - January 2003
Skills
Strategic Financial..., Cross-functional Team..., Wealth Management, Business Strategy, Employee Benefits, Strategy, Leadership, Financial Services, Series 7, Mergers & Acquisitions, CRM, 401k, Executive Pay, Analytics, Strategic Planning, Investments, Financial Planning, Marketing Strategy, Management, Executive Compensation, Teamwork, Team Leadership, Customer Segmentation..., Business Transformation, Web Development, Cross Selling, Financial Advisory, Program Management, Series 63, Sales Management, Marketing Communications, Strategic Communications, Lead Generation, New Business Development
Education
University of Pennsylvania 1996 — 2000
Bachelor of Arts (BA), Religion/Religious Studies
Horace Mann High School 1992 — 1996
Morgan Stanley Wealth Management April 2014 - Present
Morgan Stanley Wealth Management January 2013 - Present
Morgan Stanley Smith Barney June 2010 - Present
Morgan Stanley Smith Barney June 2009 - June 2010
Citi Smith Barney December 2005 - June 2009
Citi Smith Barney January 2003 - December 2005
Citi Smith Barney July 2000 - January 2003
Skills
Strategic Financial..., Cross-functional Team..., Wealth Management, Business Strategy, Employee Benefits, Strategy, Leadership, Financial Services, Series 7, Mergers & Acquisitions, CRM, 401k, Executive Pay, Analytics, Strategic Planning, Investments, Financial Planning, Marketing Strategy, Management, Executive Compensation, Teamwork, Team Leadership, Customer Segmentation..., Business Transformation, Web Development, Cross Selling, Financial Advisory, Program Management, Series 63, Sales Management, Marketing Communications, Strategic Communications, Lead Generation, New Business Development
Education
University of Pennsylvania 1996 — 2000
Bachelor of Arts (BA), Religion/Religious Studies
Horace Mann High School 1992 — 1996
Larry Klatzkin's Morgan Stanley Smith Barney Experience 1982 - 1984
Job Managing Director at Rice, Voelker, LLC
Industry Investment Banking
Experience
Rice, Voelker, LLC February 2013 - Present
Klatzkin Advisors May 2009 - Present
Chapdelaine & Co. July 2009 - January 2011
Jefferies & Co. August 1998 - May 2009
Donaldson, Lufkin & Jenrette 1993 - 1998
prudential securities 1992 - 1993
shearson lehman brothers 1990 - 1991
Salomon Brothers 1985 - 1990
Morgan Stanley Smith Barney 1982 - 1984
Skills
Equities, High Yield, Capital Markets, Hedge Funds, Fixed Income, Mergers, Investment Banking, Bonds, Mergers & Acquisitions, Private Equity, Leveraged Finance, Equity Research, LBO, Valuation, Emerging Markets, Bloomberg, Series 7, Trading, Securities, Alternative Investments, Asset Management, Series 63, Investments, Private Placements, Investor Relations, Portfolio Management, Options, Equity Trading, Derivatives, Financial Markets, Electronic Trading, Trading Systems, ETFs, FINRA, Series 24, Investment Management, Venture Capital, Hedging, Financial Structuring, Credit Derivatives, Corporate Development, Structured Finance, Financial Modeling, Investment Strategies, Structured Products, IPO, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
MBA, Finance
University of Pennsylvania 1976 — 1979
Bachelor of Arts (BA), Biology and Economics
Rice, Voelker, LLC February 2013 - Present
Klatzkin Advisors May 2009 - Present
Chapdelaine & Co. July 2009 - January 2011
Jefferies & Co. August 1998 - May 2009
Donaldson, Lufkin & Jenrette 1993 - 1998
prudential securities 1992 - 1993
shearson lehman brothers 1990 - 1991
Salomon Brothers 1985 - 1990
Morgan Stanley Smith Barney 1982 - 1984
Skills
Equities, High Yield, Capital Markets, Hedge Funds, Fixed Income, Mergers, Investment Banking, Bonds, Mergers & Acquisitions, Private Equity, Leveraged Finance, Equity Research, LBO, Valuation, Emerging Markets, Bloomberg, Series 7, Trading, Securities, Alternative Investments, Asset Management, Series 63, Investments, Private Placements, Investor Relations, Portfolio Management, Options, Equity Trading, Derivatives, Financial Markets, Electronic Trading, Trading Systems, ETFs, FINRA, Series 24, Investment Management, Venture Capital, Hedging, Financial Structuring, Credit Derivatives, Corporate Development, Structured Finance, Financial Modeling, Investment Strategies, Structured Products, IPO, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
MBA, Finance
University of Pennsylvania 1976 — 1979
Bachelor of Arts (BA), Biology and Economics
Dave Schrohe's Morgan Stanley Smith Barney Experience June 2009 - June 2010
Job Executive Vice President at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors, Inc May 2013 - Present
UBS October 2010 - November 2011
Morgan Stanley Smith Barney June 2009 - June 2010
Citi Global Wealth Management June 2008 - June 2009
Smith Barney January 2004 - June 2008
Smith Barney February 2002 - January 2004
Smith Barney February 1997 - February 2002
Smith Barney December 1995 - February 1997
Citigroup/Primerica July 1994 - December 1995
Glenthorne Capital May 1993 - June 1994
Skills
Investments, Wealth Management, Series 7, Brokerage, Equities, Asset Allocation, Risk Management, Alternative Investments, Underwriting, AML, New Business Development, Series 63, Product Management, Financial Services, Strategy, Hedge Funds, Series 6, Securities
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance
University of Pennsylvania 1985 — 1989
BA, Economics
Lenox Advisors, Inc May 2013 - Present
UBS October 2010 - November 2011
Morgan Stanley Smith Barney June 2009 - June 2010
Citi Global Wealth Management June 2008 - June 2009
Smith Barney January 2004 - June 2008
Smith Barney February 2002 - January 2004
Smith Barney February 1997 - February 2002
Smith Barney December 1995 - February 1997
Citigroup/Primerica July 1994 - December 1995
Glenthorne Capital May 1993 - June 1994
Skills
Investments, Wealth Management, Series 7, Brokerage, Equities, Asset Allocation, Risk Management, Alternative Investments, Underwriting, AML, New Business Development, Series 63, Product Management, Financial Services, Strategy, Hedge Funds, Series 6, Securities
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance
University of Pennsylvania 1985 — 1989
BA, Economics
Deborah Fair's Morgan Stanley Smith Barney Experience April 2010 - January 2012
Job Associate Director of Network Office Supervision at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual September 2014 - Present
AXA Advisors July 2013 - September 2014
Morgan Stanley Smith Barney April 2010 - January 2012
Merrill Lynch February 2007 - April 2010
Merrill Lynch January 2004 - February 2007
Skills
Series 7, Series 66, Series 3, Series9/10, Series 31, Securities, Investments, Wealth Management, Mutual Funds
Education
University of Rhode Island 1988 — 1992
Northwestern Mutual September 2014 - Present
AXA Advisors July 2013 - September 2014
Morgan Stanley Smith Barney April 2010 - January 2012
Merrill Lynch February 2007 - April 2010
Merrill Lynch January 2004 - February 2007
Skills
Series 7, Series 66, Series 3, Series9/10, Series 31, Securities, Investments, Wealth Management, Mutual Funds
Education
University of Rhode Island 1988 — 1992
Bob Heckmann's Morgan Stanley Smith Barney Experience March 2012 - July 2012
Job Director, Learning Solutions at Aeris Communications
Industry Professional Training & Coaching
Experience
Aeris Communications December 2013 - Present
Cisco Systems February 2013 - December 2013
McAfee July 2012 - November 2012
Morgan Stanley Smith Barney March 2012 - July 2012
Positive Coaching Alliance 2004 - 2011
Merrill Lynch 1998 - 2001
Westbrook Technologies 1997 - 1998
CISCorp 1995 - 1996
Fiserv 1993 - 1995
Skills
Mobile Learning, Curriculum Design, Software Training, Technical Training, Moodle, Instructional Design, HTML, CSS, Program Implementation, Leadership Development, Public Speaking, New Business Development, Coaching, CRM, Account Management, Strategic Planning, Salesforce.com, Training Delivery, PowerPoint, Project Management, Cloud Computing, WebEx, Proprietary Software..., Microsoft Office, JavaScript, Sales Management, Direct Sales, Project Implementation, Financial Planning, Mentoring, Newsletters, XML, XHTML, System Conversion, Software Conversions, Software Sales, Software Installation, Adult Learning Theory, Software Implementation, Solution Implementation, Adobe Connect, Photoshop, Visio, Adobe Captivate, NetSuite, Joomla
Education
University of San Francisco
B.S., Economics
Aeris Communications December 2013 - Present
Cisco Systems February 2013 - December 2013
McAfee July 2012 - November 2012
Morgan Stanley Smith Barney March 2012 - July 2012
Positive Coaching Alliance 2004 - 2011
Merrill Lynch 1998 - 2001
Westbrook Technologies 1997 - 1998
CISCorp 1995 - 1996
Fiserv 1993 - 1995
Skills
Mobile Learning, Curriculum Design, Software Training, Technical Training, Moodle, Instructional Design, HTML, CSS, Program Implementation, Leadership Development, Public Speaking, New Business Development, Coaching, CRM, Account Management, Strategic Planning, Salesforce.com, Training Delivery, PowerPoint, Project Management, Cloud Computing, WebEx, Proprietary Software..., Microsoft Office, JavaScript, Sales Management, Direct Sales, Project Implementation, Financial Planning, Mentoring, Newsletters, XML, XHTML, System Conversion, Software Conversions, Software Sales, Software Installation, Adult Learning Theory, Software Implementation, Solution Implementation, Adobe Connect, Photoshop, Visio, Adobe Captivate, NetSuite, Joomla
Education
University of San Francisco
B.S., Economics
Brian Loveman's Morgan Stanley Smith Barney Experience November 1997 - Present
Job Employee at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 1997 - Present
Education
University of Pennsylvania 1978 — 1982
Morgan Stanley Smith Barney November 1997 - Present
Education
University of Pennsylvania 1978 — 1982
Mark Couch's Morgan Stanley Smith Barney Experience March 2008 - Present
Job Vice President, Technical Specialist/Business Analyst
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney March 2008 - Present
John Betts Fine Minerals 1995 - 2009
State of Iowa 2007 - 2008
ADP March 2003 - May 2007
ABC 33/40 June 2000 - May 2002
Mercedes Benz USA - Montvale 1999 - 2000
New York Life September 1998 - May 1999
Smith Barney February 1997 - September 1998
Brown Brothers Harriman September 1996 - February 1997
Everest Reinsurance February 1988 - September 1996
Skills
Analysis, SDLC, Business Analysis, SQL, Project Management, Risk Management, SharePoint, Visio, Microsoft Office, Functional..., Liaison
Education
University of Portsmouth 1985 — 1986
Postgrad in Information Technology, Systems design, integration, communications
University of Portsmouth 1982 — 1985
B. Sc Geology, Geology/Earth Science, General
Tonypandy Grammar School 1976 — 1982
Morgan Stanley Smith Barney March 2008 - Present
John Betts Fine Minerals 1995 - 2009
State of Iowa 2007 - 2008
ADP March 2003 - May 2007
ABC 33/40 June 2000 - May 2002
Mercedes Benz USA - Montvale 1999 - 2000
New York Life September 1998 - May 1999
Smith Barney February 1997 - September 1998
Brown Brothers Harriman September 1996 - February 1997
Everest Reinsurance February 1988 - September 1996
Skills
Analysis, SDLC, Business Analysis, SQL, Project Management, Risk Management, SharePoint, Visio, Microsoft Office, Functional..., Liaison
Education
University of Portsmouth 1985 — 1986
Postgrad in Information Technology, Systems design, integration, communications
University of Portsmouth 1982 — 1985
B. Sc Geology, Geology/Earth Science, General
Tonypandy Grammar School 1976 — 1982
Rick CWS®'s Morgan Stanley Smith Barney Experience January 2000 - September 2009
Job Senior Vice President, Financial Advisor, CoBranch Manager
Industry Financial Services
Experience
D.A. Davidson & Co. September 2009 - Present
Morgan Stanley Smith Barney January 2000 - September 2009
Citigroup Asset Management 1997 - 2000
Skills
Investment Advisory, Asset Allocation, Retirement Planning, Investment Strategies, Estate Planning, Investment Management, Strategic Financial..., Asset Managment
Education
Willamette University 1993 — 1997
Bachelor of Arts, Business Economics
University of Pittsburgh 1996 — 1996
Semester at Sea
D.A. Davidson & Co. September 2009 - Present
Morgan Stanley Smith Barney January 2000 - September 2009
Citigroup Asset Management 1997 - 2000
Skills
Investment Advisory, Asset Allocation, Retirement Planning, Investment Strategies, Estate Planning, Investment Management, Strategic Financial..., Asset Managment
Education
Willamette University 1993 — 1997
Bachelor of Arts, Business Economics
University of Pittsburgh 1996 — 1996
Semester at Sea
Victor Stejskal's Morgan Stanley Smith Barney Experience August 2008 - Present
Job Business Analyst at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney August 2008 - Present
Morgan Stanley February 2008 - August 2008
Morgan Stanley March 2006 - August 2008
Morgan Stanley July 2005 - March 2006
Morgan Stanley 2005 - 2005
Skills
Business Intelligence, Microsoft Office, Excel, Forecasting Models, Avaya PBX, CTI, Microsoft SQL Server, Contact Centre..., Contact Center..., Financial Analysis, Microsoft Excel, Call Centers, Forecasting, Leadership, Business Analysis, Vendor Management, Strategic Planning, Avaya, Integration, Risk Management, Project Management, Management
Education
Westminster College 2009 — 2011
MBA, Finance
University of Phoenix 2004 — 2007
Bachelors, Business Finance
Morgan Stanley Smith Barney August 2008 - Present
Morgan Stanley February 2008 - August 2008
Morgan Stanley March 2006 - August 2008
Morgan Stanley July 2005 - March 2006
Morgan Stanley 2005 - 2005
Skills
Business Intelligence, Microsoft Office, Excel, Forecasting Models, Avaya PBX, CTI, Microsoft SQL Server, Contact Centre..., Contact Center..., Financial Analysis, Microsoft Excel, Call Centers, Forecasting, Leadership, Business Analysis, Vendor Management, Strategic Planning, Avaya, Integration, Risk Management, Project Management, Management
Education
Westminster College 2009 — 2011
MBA, Finance
University of Phoenix 2004 — 2007
Bachelors, Business Finance
Chuck Mayle-Rosauri's Morgan Stanley Smith Barney Experience April 1996 - June 2009
Job Executive Director at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley April 1996 - Present
Citigroup Smith Barney 1996 - Present
Smith Barney January 1997 - June 2009
Citi Global Wealth Management April 1996 - June 2009
Morgan Stanley Smith Barney April 1996 - June 2009
Citi Smith Barney 1996 - June 2009
bankers trust 1993 - 1996
Education
University of Richmond
Morgan Stanley April 1996 - Present
Citigroup Smith Barney 1996 - Present
Smith Barney January 1997 - June 2009
Citi Global Wealth Management April 1996 - June 2009
Morgan Stanley Smith Barney April 1996 - June 2009
Citi Smith Barney 1996 - June 2009
bankers trust 1993 - 1996
Education
University of Richmond
Sam Bennikutty's Morgan Stanley Smith Barney Experience October 2009 - March 2010
Job Head of Operational Risk Americas & EMEA
Industry Financial Services
Experience
Macquarie Group January 2013 - Present
Deloitte August 2011 - December 2012
North American Electric Reliability Corporation October 2011 - January 2012
Ernst & Young December 2004 - January 2012
UBS July 2011 - October 2011
Bank of America August 2010 - January 2011
Ally Financial Inc. August 2010 - January 2011
Barclays Capital February 2010 - May 2010
Morgan Stanley Smith Barney October 2009 - March 2010
Edison Mission Energy July 2008 - February 2009
Skills
Risk Management, Management Consulting, Financial Risk, Enterprise Risk..., IT Strategy, Business Process..., Business Analysis, Financial Services, Business Transformation, PMO, Due Diligence, Governance, Business Process..., SDLC, Enterprise Architecture, Program Management, Capital Markets, Project Portfolio..., Financial Modeling, Business Process Design
Education
University of Pennsylvania - The Wharton School 2009 — 2010
FINRA Institute
Vanderbilt University 1994 — 1998
B. Eng, Engineering
Macquarie Group January 2013 - Present
Deloitte August 2011 - December 2012
North American Electric Reliability Corporation October 2011 - January 2012
Ernst & Young December 2004 - January 2012
UBS July 2011 - October 2011
Bank of America August 2010 - January 2011
Ally Financial Inc. August 2010 - January 2011
Barclays Capital February 2010 - May 2010
Morgan Stanley Smith Barney October 2009 - March 2010
Edison Mission Energy July 2008 - February 2009
Skills
Risk Management, Management Consulting, Financial Risk, Enterprise Risk..., IT Strategy, Business Process..., Business Analysis, Financial Services, Business Transformation, PMO, Due Diligence, Governance, Business Process..., SDLC, Enterprise Architecture, Program Management, Capital Markets, Project Portfolio..., Financial Modeling, Business Process Design
Education
University of Pennsylvania - The Wharton School 2009 — 2010
FINRA Institute
Vanderbilt University 1994 — 1998
B. Eng, Engineering
M Craig Wimpy's Morgan Stanley Smith Barney Experience July 2005 - Present
Job Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2005 - Present
Citi Smith Barney 2005 - 2009
Bank of America 2000 - 2005
PwC Consulting 1996 - 2000
Bankers Trust 1993 - 1996
Skills
Series 7, Wealth Management
Education
New York University, Stern School of Business
MBA, Finance
University of Pennsylvania
BA, Finance - Wharton Undergraduate
Morgan Stanley Smith Barney July 2005 - Present
Citi Smith Barney 2005 - 2009
Bank of America 2000 - 2005
PwC Consulting 1996 - 2000
Bankers Trust 1993 - 1996
Skills
Series 7, Wealth Management
Education
New York University, Stern School of Business
MBA, Finance
University of Pennsylvania
BA, Finance - Wharton Undergraduate
Christine Heaney's Morgan Stanley Smith Barney Experience 2008 - Present
Job VP, Project Manager at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2008 - Present
Education
University of Richmond 2000 — 2004
Morgan Stanley Smith Barney 2008 - Present
Education
University of Richmond 2000 — 2004
Deborah Brichta, CEP's Morgan Stanley Smith Barney Experience 1995 - Present
Job VP, Line of Business Manager for Global Stock Plan Services at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2012 - Present
Morgan Stanley Smith Barney 1995 - Present
Citigroup August 1995 - January 2012
Citigroup August 2001 - October 2005
AST StockPlan, Inc. February 1998 - August 2001
StockPlan, Inc. August 1997 - February 1998
Skills
Financial Services, Equities, Management, Risk Management, Business Analysis, Securities, Vendor Management, Project Management, Leadership, Series 7, Mergers, Operations Management, Process Improvement, Project Planning, Training, Investments, Portfolio Management
Education
University of Phoenix 2007 — 2010
Bachelor, Business Management
Morgan Stanley January 2012 - Present
Morgan Stanley Smith Barney 1995 - Present
Citigroup August 1995 - January 2012
Citigroup August 2001 - October 2005
AST StockPlan, Inc. February 1998 - August 2001
StockPlan, Inc. August 1997 - February 1998
Skills
Financial Services, Equities, Management, Risk Management, Business Analysis, Securities, Vendor Management, Project Management, Leadership, Series 7, Mergers, Operations Management, Process Improvement, Project Planning, Training, Investments, Portfolio Management
Education
University of Phoenix 2007 — 2010
Bachelor, Business Management
Will Shieh's Morgan Stanley Smith Barney Experience June 2010 - October 2011
Job Financial Advisor at Pinnacle Investment Advisors
Industry Financial Services
Experience
Merrill Lynch October 2011 - October 2014
Morgan Stanley Smith Barney June 2010 - October 2011
Hudson Advisors, LLC October 2009 - June 2010
GSC Group September 2005 - November 2008
DRW Trading Group July 2003 - March 2005
Skills
Hedge Funds, Asset Management
Education
University of Pennsylvania 1999 — 2003
BS in Economics, Finance and Accounting
University of Pennsylvania - The Wharton School 1999 — 2003
BS, Economics
Merrill Lynch October 2011 - October 2014
Morgan Stanley Smith Barney June 2010 - October 2011
Hudson Advisors, LLC October 2009 - June 2010
GSC Group September 2005 - November 2008
DRW Trading Group July 2003 - March 2005
Skills
Hedge Funds, Asset Management
Education
University of Pennsylvania 1999 — 2003
BS in Economics, Finance and Accounting
University of Pennsylvania - The Wharton School 1999 — 2003
BS, Economics
Dan Culbertson's Morgan Stanley Smith Barney Experience 2010 - Present
Job Operations Officer at Morgan Stanley Smith Barney
Industry Capital Markets
Experience
Morgan Stanley Smith Barney 2010 - Present
Citi 1999 - 2007
Education
University of Richmond 1990 — 1994
BA
Morgan Stanley Smith Barney 2010 - Present
Citi 1999 - 2007
Education
University of Richmond 1990 — 1994
BA
Avery Durnan's Morgan Stanley Smith Barney Experience April 2010 - August 2010
Job Agency Development Manager
Industry Marketing and Advertising
Experience
Google June 2014 - Present
Google September 2012 - June 2014
Target July 2011 - June 2012
Morgan Stanley Smith Barney April 2010 - August 2010
Live Nation/House of Blues January 2010 - May 2010
Skills
Sponsorship, Marketing, Advertising, CRM, Strategy, SEM, Management, Leadership, PPC, Google Adwords, Sales Management, Social Media Marketing, Digital Marketing
Education
University of San Diego
Bachelor of Arts
Google June 2014 - Present
Google September 2012 - June 2014
Target July 2011 - June 2012
Morgan Stanley Smith Barney April 2010 - August 2010
Live Nation/House of Blues January 2010 - May 2010
Skills
Sponsorship, Marketing, Advertising, CRM, Strategy, SEM, Management, Leadership, PPC, Google Adwords, Sales Management, Social Media Marketing, Digital Marketing
Education
University of San Diego
Bachelor of Arts
Clinton Soose's Morgan Stanley Smith Barney Experience September 2003 - April 2004
Job Director BlackRock
Industry Investment Management
Experience
BlackRock May 2004 - Present
BlackRock September 2006 - December 2008
Morgan Stanley Smith Barney September 2003 - April 2004
American Eagle Outfitters May 2003 - December 2003
Education
University of Pittsburgh 2000 — 2004
BS, Finance and Economics
BlackRock May 2004 - Present
BlackRock September 2006 - December 2008
Morgan Stanley Smith Barney September 2003 - April 2004
American Eagle Outfitters May 2003 - December 2003
Education
University of Pittsburgh 2000 — 2004
BS, Finance and Economics
Devan Peel's Morgan Stanley Smith Barney Experience February 2010 - September 2014
Job Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2014 - Present
Morgan Stanley Smith Barney February 2010 - September 2014
Education
University of Richmond 1999 — 2003
Bachelor of Arts, Spanish Education
Wells Fargo Advisors, LLC September 2014 - Present
Morgan Stanley Smith Barney February 2010 - September 2014
Education
University of Richmond 1999 — 2003
Bachelor of Arts, Spanish Education
Jonathan Lauchner's Morgan Stanley Smith Barney Experience May 2006 - August 2006
Job at
Industry Insurance
Experience
Travelers Insurance November 2010 - Present
Total Quality Logistics November 2009 - August 2010
Morgan Stanley Smith Barney May 2006 - August 2006
Hershey Entertainment & Resorts May 2006 - August 2006
Skills
Negotiation, Sales, Customer Service, Marketing, Insurance, Outlook, Leadership, Time Management, Microsoft Excel, PowerPoint, Management, Budget, Sales Management, Inventory Management, Microsoft Word, Microsoft Office, Cold Calling, Retail, Financial Analysis, Team Leadership
Education
University of Pittsburgh 2003 — 2008
BA, Economics
Travelers Insurance November 2010 - Present
Total Quality Logistics November 2009 - August 2010
Morgan Stanley Smith Barney May 2006 - August 2006
Hershey Entertainment & Resorts May 2006 - August 2006
Skills
Negotiation, Sales, Customer Service, Marketing, Insurance, Outlook, Leadership, Time Management, Microsoft Excel, PowerPoint, Management, Budget, Sales Management, Inventory Management, Microsoft Word, Microsoft Office, Cold Calling, Retail, Financial Analysis, Team Leadership
Education
University of Pittsburgh 2003 — 2008
BA, Economics
Christine Azcueta's Morgan Stanley Smith Barney Experience January 2000 - Present
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2000 - Present
Education
University of San Francisco 1995 — 1998
Bachelors, Exercise & Sports Science
Morgan Stanley Smith Barney January 2000 - Present
Education
University of San Francisco 1995 — 1998
Bachelors, Exercise & Sports Science
Crystal Lu's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Equity Research Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2013 - Present
Credit Suisse June 2012 - August 2012
Susan Wachter - Professor of Real Estate July 2010 - October 2011
Morgan Stanley Smith Barney June 2011 - August 2011
Brian Bushee - Professor of Accounting June 2010 - June 2011
Wharton Magazine September 2009 - November 2010
Wharton Publishing June 2010 - August 2010
UMB Financial Corporation June 2009 - July 2009
Skills
Data Analysis, Research, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2009 — 2013
BSE, Finance, Accounting, Marketing
Credit Suisse July 2013 - Present
Credit Suisse June 2012 - August 2012
Susan Wachter - Professor of Real Estate July 2010 - October 2011
Morgan Stanley Smith Barney June 2011 - August 2011
Brian Bushee - Professor of Accounting June 2010 - June 2011
Wharton Magazine September 2009 - November 2010
Wharton Publishing June 2010 - August 2010
UMB Financial Corporation June 2009 - July 2009
Skills
Data Analysis, Research, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2009 — 2013
BSE, Finance, Accounting, Marketing
Joshua Sherman's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Associate at Apple Tree Partners
Industry Venture Capital & Private Equity
Experience
Apple Tree Partners August 2014 - Present
Barclays October 2013 - June 2014
Morgan Stanley June 2012 - October 2013
Morgan Stanley June 2011 - August 2011
Regeneron Pharmaceuticals June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Biohealthinvestor.com June 2009 - July 2009
The Metropolitan Museum of Art June 2008 - August 2008
Skills
Financial Modeling, Valuation, Investment Banking, Bloomberg, Equities, Corporate Finance, Capital Markets, Due Diligence, Equity Research, Private Equity, Fixed Income, Hedge Funds, Financial Analysis, Investments, Series 7, Derivatives, Strategy
Education
University of Pennsylvania - The Wharton School 2008 — 2012
BSc in Economics, Concentration in Finance
University of Pennsylvania 2008 — 2012
BA, Biology
Riverdale Country School 2004 — 2008
High School Diploma
Apple Tree Partners August 2014 - Present
Barclays October 2013 - June 2014
Morgan Stanley June 2012 - October 2013
Morgan Stanley June 2011 - August 2011
Regeneron Pharmaceuticals June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Biohealthinvestor.com June 2009 - July 2009
The Metropolitan Museum of Art June 2008 - August 2008
Skills
Financial Modeling, Valuation, Investment Banking, Bloomberg, Equities, Corporate Finance, Capital Markets, Due Diligence, Equity Research, Private Equity, Fixed Income, Hedge Funds, Financial Analysis, Investments, Series 7, Derivatives, Strategy
Education
University of Pennsylvania - The Wharton School 2008 — 2012
BSc in Economics, Concentration in Finance
University of Pennsylvania 2008 — 2012
BA, Biology
Riverdale Country School 2004 — 2008
High School Diploma
Jeff Bardsley's Morgan Stanley Smith Barney Experience June 2008 - August 2008
Job Business Analyst at Government Scientific Source
Industry Accounting
Experience
Government Scientific Source June 2010 - Present
Shire HGT June 2009 - August 2009
Morgan Stanley Smith Barney June 2008 - August 2008
Skills
Access, Financial Analysis, Budgets, Microsoft Office, Microsoft Excel, Program Management, Project Management, Government Contracting, Management, Procurement
Education
University of Richmond - Robins School of Business 2009 — 2010
MAcc, Financial Accounting
University of Richmond 2005 — 2009
BSBA, Accounting
Government Scientific Source June 2010 - Present
Shire HGT June 2009 - August 2009
Morgan Stanley Smith Barney June 2008 - August 2008
Skills
Access, Financial Analysis, Budgets, Microsoft Office, Microsoft Excel, Program Management, Project Management, Government Contracting, Management, Procurement
Education
University of Richmond - Robins School of Business 2009 — 2010
MAcc, Financial Accounting
University of Richmond 2005 — 2009
BSBA, Accounting
Catherine T. Revak's Morgan Stanley Smith Barney Experience March 1997 - August 2011
Job Clinical Social Work Intern, Community Bereavement Counselor for Penn Home Care and Hospice Services
Industry Mental Health Care
Experience
Penn Home Care and Hospice Services September 2015 - Present
The Hospital at the University of Pennsylvania September 2015 - Present
School of Social Policy & Practice at the University of Pennsylvania September 2014 - Present
Corporal Michael J. Crescenz VAMC (former Philadelphia VA Medical Center) September 2014 - April 2015
Corporal Michael J. Crescenz VAMC (former Philadelphia VA Medical Center) September 2014 - April 2015
University of Pennsylvania September 2011 - May 2014
Morgan Stanley Smith Barney March 1997 - August 2011
United States Air Force April 1994 - February 1997
Skills
Community Outreach, Nonprofits, Fundraising, Leadership, Research, Public Speaking, Event Planning, Volunteer Management, Customer Service, Microsoft Office, Social Media, Inter-personal, Marketing, Relationship Cultivation, Policy, Policy Analysis, Strategic Planning, PowerPoint, Microsoft Word, Editing, Microsoft Excel, Training, Event Management, Social Media Marketing, Public Relations, Series 7, Administrative..., Grant Writing, Uniform Combined State..., Accounting, Accounts Payable, Insurance, Outlook, Data Entry, Analysis, Administrative Support, Customer Relations, Series 66
Education
University of Pennsylvania 2014 — 2016
Masters Degree, Social Work
University of Pennsylvania 2011 — 2014
Bachelor of Arts (B.A.), Gender, Sexuality and Women's Studies
Penn Home Care and Hospice Services September 2015 - Present
The Hospital at the University of Pennsylvania September 2015 - Present
School of Social Policy & Practice at the University of Pennsylvania September 2014 - Present
Corporal Michael J. Crescenz VAMC (former Philadelphia VA Medical Center) September 2014 - April 2015
Corporal Michael J. Crescenz VAMC (former Philadelphia VA Medical Center) September 2014 - April 2015
University of Pennsylvania September 2011 - May 2014
Morgan Stanley Smith Barney March 1997 - August 2011
United States Air Force April 1994 - February 1997
Skills
Community Outreach, Nonprofits, Fundraising, Leadership, Research, Public Speaking, Event Planning, Volunteer Management, Customer Service, Microsoft Office, Social Media, Inter-personal, Marketing, Relationship Cultivation, Policy, Policy Analysis, Strategic Planning, PowerPoint, Microsoft Word, Editing, Microsoft Excel, Training, Event Management, Social Media Marketing, Public Relations, Series 7, Administrative..., Grant Writing, Uniform Combined State..., Accounting, Accounts Payable, Insurance, Outlook, Data Entry, Analysis, Administrative Support, Customer Relations, Series 66
Education
University of Pennsylvania 2014 — 2016
Masters Degree, Social Work
University of Pennsylvania 2011 — 2014
Bachelor of Arts (B.A.), Gender, Sexuality and Women's Studies
Will Callas's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Assurance Associate at PwC
Industry Accounting
Experience
PwC September 2013 - Present
PwC June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Skills
US GAAP, Internal Controls, Auditing, Sarbanes-Oxley Act, Accounting, Financial Accounting, Financial Reporting, Corporate Finance, Financial Analysis, Research, SEC filings, GAAP, Assurance, SEC Filings
Education
University of San Diego 2009 — 2013
Bachelor of Accountancy, Accounting
Archbishop Mitty High School 2005 — 2009
PwC September 2013 - Present
PwC June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Skills
US GAAP, Internal Controls, Auditing, Sarbanes-Oxley Act, Accounting, Financial Accounting, Financial Reporting, Corporate Finance, Financial Analysis, Research, SEC filings, GAAP, Assurance, SEC Filings
Education
University of San Diego 2009 — 2013
Bachelor of Accountancy, Accounting
Archbishop Mitty High School 2005 — 2009
Walt McCullough's Morgan Stanley Smith Barney Experience September 1967 - July 2003
Job Retired at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2003 - Present
Morgan Stanley Smith Barney September 1967 - July 2003
Education
Xavier University 1952 — 1956
bs, Economics
Wharton Business School
Morgan Stanley July 2003 - Present
Morgan Stanley Smith Barney September 1967 - July 2003
Education
Xavier University 1952 — 1956
bs, Economics
Wharton Business School
Jeffrey Windle's Morgan Stanley Smith Barney Experience January 2009 - July 2013
Job Financial Advisor, Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial August 2013 - Present
Morgan Stanley Smith Barney January 2009 - July 2013
Education
University of San Francisco 1977 — 1982
ba
Ameriprise Financial August 2013 - Present
Morgan Stanley Smith Barney January 2009 - July 2013
Education
University of San Francisco 1977 — 1982
ba
Michael Adelman's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Finance Associate at EquiLend
Industry Accounting
Experience
EquiLend January 2015 - Present
PwC September 2011 - January 2015
IBM May 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Zenbu Media May 2008 - July 2008
Education
University of Rhode Island - College of Business Administration 2007 — 2011
BS, Accounting
EquiLend January 2015 - Present
PwC September 2011 - January 2015
IBM May 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Zenbu Media May 2008 - July 2008
Education
University of Rhode Island - College of Business Administration 2007 — 2011
BS, Accounting
Scott Wynant's Morgan Stanley Smith Barney Experience 1982 - 1997
Job Executive Vice President at Capstone
Industry Investment Management
Experience
Capstone June 2008 - Present
AG Financial 1997 - 2008
Morgan Stanley Smith Barney 1982 - 1997
Skills
Portfolio Management, Investment Strategies, Equities, Investment Management, Retirement Planning, Securities, Fixed Income, Strategic Financial..., Separately Managed...
Education
University of Oregon - Charles H. Lundquist College of Business 1972 — 1977
BA, Business Administration and Management, General
Capstone June 2008 - Present
AG Financial 1997 - 2008
Morgan Stanley Smith Barney 1982 - 1997
Skills
Portfolio Management, Investment Strategies, Equities, Investment Management, Retirement Planning, Securities, Fixed Income, Strategic Financial..., Separately Managed...
Education
University of Oregon - Charles H. Lundquist College of Business 1972 — 1977
BA, Business Administration and Management, General
McKenna Duley's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Alumni of the University of San Diego
Industry Financial Services
Experience
Private Boaters January 2007 - December 2011
Morgan Stanley Smith Barney June 2011 - August 2011
Residential Wholesale Mortgage January 2011 - May 2011
Davenport Partners June 2009 - August 2009
Land Scapes January 2005 - December 2007
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Facebook, Social Media, HTML, Access, Photoshop, Public Speaking, Financial Analysis, Spanish, Financial Modeling, Social Media Marketing, Social Networking, Customer Service, Accounting, Event Planning, Blogging, Event Management
Education
University of San Diego 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Spanish
Newport Harbor High School 2004 — 2008
Private Boaters January 2007 - December 2011
Morgan Stanley Smith Barney June 2011 - August 2011
Residential Wholesale Mortgage January 2011 - May 2011
Davenport Partners June 2009 - August 2009
Land Scapes January 2005 - December 2007
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Facebook, Social Media, HTML, Access, Photoshop, Public Speaking, Financial Analysis, Spanish, Financial Modeling, Social Media Marketing, Social Networking, Customer Service, Accounting, Event Planning, Blogging, Event Management
Education
University of San Diego 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Spanish
Newport Harbor High School 2004 — 2008
Kathy Calcagni's Morgan Stanley Smith Barney Experience March 2010 - Present
Job Complex Manager's Assistant at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2010 - Present
Education
University of Puget Sound 1981 — 1985
BA, Business
Morgan Stanley Smith Barney March 2010 - Present
Education
University of Puget Sound 1981 — 1985
BA, Business
Patrick seiler's Morgan Stanley Smith Barney Experience International Wealth Management AdvisorMerrill LynchJuly 1998 - December 2005
Job CFP, CRPS, CRPC, CIMA at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney International Wealth Management AdvisorMerrill LynchJuly 1998 - December 2005
Education
University of Pennsylvania - The Wharton School 2003 — 2003
CIMA, Certified Investment Management Analyst
Morgan Stanley Smith Barney International Wealth Management AdvisorMerrill LynchJuly 1998 - December 2005
Education
University of Pennsylvania - The Wharton School 2003 — 2003
CIMA, Certified Investment Management Analyst
Jere Allen's Morgan Stanley Smith Barney Experience March 2003 - December 2003
Job Owner/Creative Director of Erej Delites, LLC
Industry Food Production
Experience
Raytheon Company February 2008 - June 2010
Raytheon Company January 2006 - February 2008
Raytheon Company June 2004 - June 2005
Perot Systems February 2004 - June 2004
Morgan Stanley Smith Barney March 2003 - December 2003
Synhrgy Human Resources Technologies September 2002 - December 2002
Trailblazers Health Enterprises June 1999 - February 2002
Skills
Software Documentation, Access, Insurance, Data Analysis, Databases, Networking, Document Management, Visio, Management
Education
University of Phoenix 2008 — 2011
Business Administration
Tech Skills of Dallas
Medical Administrative Assistant
Raytheon Company February 2008 - June 2010
Raytheon Company January 2006 - February 2008
Raytheon Company June 2004 - June 2005
Perot Systems February 2004 - June 2004
Morgan Stanley Smith Barney March 2003 - December 2003
Synhrgy Human Resources Technologies September 2002 - December 2002
Trailblazers Health Enterprises June 1999 - February 2002
Skills
Software Documentation, Access, Insurance, Data Analysis, Databases, Networking, Document Management, Visio, Management
Education
University of Phoenix 2008 — 2011
Business Administration
Tech Skills of Dallas
Medical Administrative Assistant
Peter Liebeskind's Morgan Stanley Smith Barney Experience October 2008 - January 2012
Job Executive Director at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services February 2012 - Present
Morgan Stanley Smith Barney October 2008 - January 2012
Smith Barney May 2006 - September 2008
Smith Barney May 1998 - April 2006
Skills
Series 7, Series 63, Series 65, Series 3, Wealth Management, FINRA, Alternative Investments, Series 24, Leadership, Asset Allocation, Investment Advisory, Financial Services, Portfolio Management, Relationship Management, Securities, Mutual Funds, Investments, ETFs, Equities, Wealth Management..., Hedge Funds, Investment Strategies, Fixed Income, Retirement Planning, Asset Management, Investment Management, Bonds, Financial Advisory, Uniform Combined State..., Strategic Financial..., Options, Capital Markets, Trading, Retirement, Private Banking, Wealth
Education
University of Pennsylvania 1975 — 1979
Bachelor of Arts (BA), Economics
UBS Financial Services February 2012 - Present
Morgan Stanley Smith Barney October 2008 - January 2012
Smith Barney May 2006 - September 2008
Smith Barney May 1998 - April 2006
Skills
Series 7, Series 63, Series 65, Series 3, Wealth Management, FINRA, Alternative Investments, Series 24, Leadership, Asset Allocation, Investment Advisory, Financial Services, Portfolio Management, Relationship Management, Securities, Mutual Funds, Investments, ETFs, Equities, Wealth Management..., Hedge Funds, Investment Strategies, Fixed Income, Retirement Planning, Asset Management, Investment Management, Bonds, Financial Advisory, Uniform Combined State..., Strategic Financial..., Options, Capital Markets, Trading, Retirement, Private Banking, Wealth
Education
University of Pennsylvania 1975 — 1979
Bachelor of Arts (BA), Economics
Alice Eunjin Lee's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Consultant
Industry Management Consulting
Experience
Capco July 2015 - Present
Hyundai Card∙Life∙Capital∙Commercial May 2012 - April 2015
Accenture July 2011 - April 2012
Accenture July 2010 - June 2011
Morgan Stanley Smith Barney June 2009 - August 2009
UBS Wealth Management June 2008 - August 2008
Skills
Strategy, Business Strategy, Business Planning, Project Management, Business Development, Consulting, Management Consulting, Financial Modeling, Operating Models, Stakeholder Management, Data Analysis, Financial Services, Consumer Financing, Credit Cards, Commercial Finance, Analysis, Competitive Analysis, Market Research
Education
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelor of Science in Economics, Finance, Marketing
Capco July 2015 - Present
Hyundai Card∙Life∙Capital∙Commercial May 2012 - April 2015
Accenture July 2011 - April 2012
Accenture July 2010 - June 2011
Morgan Stanley Smith Barney June 2009 - August 2009
UBS Wealth Management June 2008 - August 2008
Skills
Strategy, Business Strategy, Business Planning, Project Management, Business Development, Consulting, Management Consulting, Financial Modeling, Operating Models, Stakeholder Management, Data Analysis, Financial Services, Consumer Financing, Credit Cards, Commercial Finance, Analysis, Competitive Analysis, Market Research
Education
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelor of Science in Economics, Finance, Marketing
Justin Wass's Morgan Stanley Smith Barney Experience April 2011 - November 2012
Job Complex Risk Officer, Vice President at Morgan Stanley Wealth Management
Industry Banking
Experience
Morgan Stanley Wealth Management November 2012 - Present
Morgan Stanley Smith Barney April 2011 - November 2012
Credit Suisse August 2010 - April 2011
Education
New York University, Stern School of Business 2012 — 2016
MBA Candidate, Concentrations in Finance, Banking, and Management
University of Pittsburgh 2005 — 2009
BSBA, Finance, International Business, Eastern European Studies
Morgan Stanley Wealth Management November 2012 - Present
Morgan Stanley Smith Barney April 2011 - November 2012
Credit Suisse August 2010 - April 2011
Education
New York University, Stern School of Business 2012 — 2016
MBA Candidate, Concentrations in Finance, Banking, and Management
University of Pittsburgh 2005 — 2009
BSBA, Finance, International Business, Eastern European Studies
Robert Dubrish's Morgan Stanley Smith Barney Experience May 2009 - August 2009
Job Lock Desk Analyst at loanDepot
Industry Financial Services
Experience
loanDepot February 2012 - Present
Edison High School (Huntington Beach) April 2011 - Present
Capital Solutions Financial Group April 2011 - February 2012
Morgan Stanley Smith Barney May 2009 - August 2009
Education
University of San Diego 2006 — 2010
Finance, Finance, Operations Management, Supply Chain Management, MAnagement Science
loanDepot February 2012 - Present
Edison High School (Huntington Beach) April 2011 - Present
Capital Solutions Financial Group April 2011 - February 2012
Morgan Stanley Smith Barney May 2009 - August 2009
Education
University of San Diego 2006 — 2010
Finance, Finance, Operations Management, Supply Chain Management, MAnagement Science
Benjamin Tedeschi's Morgan Stanley Smith Barney Experience December 2003 - Present
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney December 2003 - Present
Davenport&CO.LLC January 1994 - December 2003
Davenport & Company LLC January 1994 - December 2003
Education
University of Rhode Island 1971 — 1973
MBA, Finance
University of Rhode Island - College of Business Administration 1964 — 1969
BS, Business Administration
Morgan Stanley Smith Barney December 2003 - Present
Davenport&CO.LLC January 1994 - December 2003
Davenport & Company LLC January 1994 - December 2003
Education
University of Rhode Island 1971 — 1973
MBA, Finance
University of Rhode Island - College of Business Administration 1964 — 1969
BS, Business Administration
Carolyn Savikas's Morgan Stanley Smith Barney Experience March 1995 - Present
Job Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 1995 - Present
Education
University of Pittsburgh
BA
Morgan Stanley Smith Barney March 1995 - Present
Education
University of Pittsburgh
BA
David Nadle's Morgan Stanley Smith Barney Experience July 2010 - August 2010
Job Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2012 - Present
J.P. Morgan June 2011 - August 2011
Morgan Stanley Smith Barney July 2010 - August 2010
United States House of Representatives July 2008 - August 2008
Skills
Corporate Finance, VBA, Economics, Quantitative Analytics, Investments, Microsoft Excel, Data Mining, Portfolio Management
Education
University of Pennsylvania 2008 — 2012
Bachelor of Science (BS), Finance and Operations and Information Management
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (BS), Finance, Operations and Information Management
JPMorgan Chase July 2012 - Present
J.P. Morgan June 2011 - August 2011
Morgan Stanley Smith Barney July 2010 - August 2010
United States House of Representatives July 2008 - August 2008
Skills
Corporate Finance, VBA, Economics, Quantitative Analytics, Investments, Microsoft Excel, Data Mining, Portfolio Management
Education
University of Pennsylvania 2008 — 2012
Bachelor of Science (BS), Finance and Operations and Information Management
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (BS), Finance, Operations and Information Management
William Theriault, CFA's Morgan Stanley Smith Barney Experience April 2003 - May 2012
Job Senior Vice President at Voya Investment Management
Industry Financial Services
Experience
Voya Investment Management August 2012 - Present
Morgan Stanley Smith Barney April 2003 - May 2012
Citigroup February 1996 - April 2003
Smith Barney July 1994 - February 1996
Skills
Tactical Asset..., Global Asset Allocation, Portfolio Construction, Investment Products, Client Services, Client Acquisition, Client Communications, Portfolio Management, Model Portfolios, Portfolio Optimization, Strategic Planning, Asset Allocation, Investment Management, Financial Services, Investments, Investment Strategies
Education
University of Rochester 1992 — 1994
MBA, Finance and Corporate Accounting
University of Rochester 1986 — 1990
BA, Economics
Voya Investment Management August 2012 - Present
Morgan Stanley Smith Barney April 2003 - May 2012
Citigroup February 1996 - April 2003
Smith Barney July 1994 - February 1996
Skills
Tactical Asset..., Global Asset Allocation, Portfolio Construction, Investment Products, Client Services, Client Acquisition, Client Communications, Portfolio Management, Model Portfolios, Portfolio Optimization, Strategic Planning, Asset Allocation, Investment Management, Financial Services, Investments, Investment Strategies
Education
University of Rochester 1992 — 1994
MBA, Finance and Corporate Accounting
University of Rochester 1986 — 1990
BA, Economics
Maksim Morgaylo's Morgan Stanley Smith Barney Experience June 2012 - August 2012
Job Associate at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group July 2014 - Present
Office of Budget and Management Analysis, University of Pennsylvania September 2010 - May 2014
Simon-Kucher & Partners June 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Paul Bernard & Associates March 2010 - May 2012
Merrill Lynch September 2009 - January 2010
Skills
Management, Market Research, Business Strategy, Data Analysis, Financial Modeling, Financial Analysis, Research, Economics, Corporate Finance, Valuation, Finance
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science in Economics, Management, Marketing, Finance
Hunter College High School
The Boston Consulting Group July 2014 - Present
Office of Budget and Management Analysis, University of Pennsylvania September 2010 - May 2014
Simon-Kucher & Partners June 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Paul Bernard & Associates March 2010 - May 2012
Merrill Lynch September 2009 - January 2010
Skills
Management, Market Research, Business Strategy, Data Analysis, Financial Modeling, Financial Analysis, Research, Economics, Corporate Finance, Valuation, Finance
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science in Economics, Management, Marketing, Finance
Hunter College High School
Gyneshia P Davis's Morgan Stanley Smith Barney Experience August 2006 - Present
Job New Accounts Administrator at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney August 2006 - Present
Morgan Stanley Smith Barney April 2004 - Present
Morgan Stanley Smith Barney May 2002 - April 2004
DLJ Pershing May 1999 - October 1999
Skills
Customer Service, Client Relationship..., Financial Reporting
Education
University of Phoenix-Jersey City Campus 1997 — 2015
Bachelor of Science, Business Administration
American Institute of Finance 1996 — 1998
Certificate, Business Administration and Finance
Morgan Stanley Smith Barney August 2006 - Present
Morgan Stanley Smith Barney April 2004 - Present
Morgan Stanley Smith Barney May 2002 - April 2004
DLJ Pershing May 1999 - October 1999
Skills
Customer Service, Client Relationship..., Financial Reporting
Education
University of Phoenix-Jersey City Campus 1997 — 2015
Bachelor of Science, Business Administration
American Institute of Finance 1996 — 1998
Certificate, Business Administration and Finance
Brian Meissel's Morgan Stanley Smith Barney Experience February 2012 - August 2012
Job Student at University of Phoenix
Industry Banking
Experience
University of Phoenix September 2012 - Present
Stockman Bank of Montana April 2013 - June 2014
Morgan Stanley Smith Barney February 2012 - August 2012
Wells Fargo Bank August 2009 - February 2012
2009Wells Fargo Bank April 2002 - February 2012
Wells Fargo Bank April 2002 - April 2002
Skills
Management, Training, Finance, Budgets, Policy, Credit
Education
University of Phoenix 2012 — 2015
Bachelor's Degree, Criminal Justice/Law Enforcement Administration, 4.0
High Tech Institute 1996 — 1998
Associates Degree, Computer Electronics/Avionics
University of Phoenix September 2012 - Present
Stockman Bank of Montana April 2013 - June 2014
Morgan Stanley Smith Barney February 2012 - August 2012
Wells Fargo Bank August 2009 - February 2012
2009Wells Fargo Bank April 2002 - February 2012
Wells Fargo Bank April 2002 - April 2002
Skills
Management, Training, Finance, Budgets, Policy, Credit
Education
University of Phoenix 2012 — 2015
Bachelor's Degree, Criminal Justice/Law Enforcement Administration, 4.0
High Tech Institute 1996 — 1998
Associates Degree, Computer Electronics/Avionics
James Stambaugh's Morgan Stanley Smith Barney Experience July 2007 - October 2014
Job Senior Vice President, Portfolio Manager Solutions Program at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. October 2014 - Present
Morgan Stanley Smith Barney July 2007 - October 2014
Janney Montgomery Scott June 1986 - July 2007
Merrill Lynch November 1983 - June 1986
Skills
Equities, Series 7, Asset Management, Alternative Investments, Mutual Funds, Portfolio Management, Wealth Management, Investments, Asset Allocation, Capital Markets, Financial Services, Fixed Income, Retirement Planning, Securities
Education
Wharton School, University of Pennsylvania 1979 — 1983
bs, Accounting and Finance
Stifel Financial Corp. October 2014 - Present
Morgan Stanley Smith Barney July 2007 - October 2014
Janney Montgomery Scott June 1986 - July 2007
Merrill Lynch November 1983 - June 1986
Skills
Equities, Series 7, Asset Management, Alternative Investments, Mutual Funds, Portfolio Management, Wealth Management, Investments, Asset Allocation, Capital Markets, Financial Services, Fixed Income, Retirement Planning, Securities
Education
Wharton School, University of Pennsylvania 1979 — 1983
bs, Accounting and Finance
Sharon Bashford-Morrison's Morgan Stanley Smith Barney Experience March 2007 - Present
Job Associate/Director at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2007 - Present
Ferris Baker Watts June 2005 - March 2007
Riggs Bank N.A. April 2000 - March 2005
Riggs Bank N.A. April 1999 - May 2000
Riggs Bank N.A April 1998 - May 1999
Riggs Bank NA August 1996 - April 1998
Skills
Notary Public- State of..., Finance, Banking, Financial Services, Credit, Risk Management, Loans, Analysis, Accounting, Internal Audit, Payroll
Education
University of Maryland University College 2011 — 2014
Bachelor's, Business Finance
University of Phoenix 2008 — 2014
Bachelor of Science (BS), Business Finance
Morgan Stanley Smith Barney March 2007 - Present
Ferris Baker Watts June 2005 - March 2007
Riggs Bank N.A. April 2000 - March 2005
Riggs Bank N.A. April 1999 - May 2000
Riggs Bank N.A April 1998 - May 1999
Riggs Bank NA August 1996 - April 1998
Skills
Notary Public- State of..., Finance, Banking, Financial Services, Credit, Risk Management, Loans, Analysis, Accounting, Internal Audit, Payroll
Education
University of Maryland University College 2011 — 2014
Bachelor's, Business Finance
University of Phoenix 2008 — 2014
Bachelor of Science (BS), Business Finance
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.