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
Ian Lauridsen, CFA Ian Lauridsen, CFA's Morgan Stanley Smith Barney Experience June 2004 - September 2004
Job Consultant at L.E.K. Consulting
Industry Management Consulting
Experience
L.E.K. Consulting August 2015 - Present
The Honest Company June 2015 - August 2015
L.E.K. Consulting June 2014 - August 2014
Merrill Lynch - Private Banking and Investment Group June 2008 - July 2013
New Century Capital Partners October 2007 - March 2008
Morgan Stanley Smith Barney June 2004 - September 2004
Skills
Financial Analysis, Corporate Finance, Bloomberg, Finance, Analysis, Wealth Management, Microsoft Excel, Strategic Planning, PowerPoint, Microsoft Office, Outlook, Project Management, Equities, Valuation, Mergers & Acquisitions, Portfolio Management, Fixed Income, Equity Research, Start-ups, Asset Allocation, Investments, Due Diligence, Management
Education
University of Southern California - Marshall School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Southern California 2002 — 2007
Bachelor of Arts, International Relations Global Business
연세대학교 / Yonsei University 2005 — 2005
L.E.K. Consulting August 2015 - Present
The Honest Company June 2015 - August 2015
L.E.K. Consulting June 2014 - August 2014
Merrill Lynch - Private Banking and Investment Group June 2008 - July 2013
New Century Capital Partners October 2007 - March 2008
Morgan Stanley Smith Barney June 2004 - September 2004
Skills
Financial Analysis, Corporate Finance, Bloomberg, Finance, Analysis, Wealth Management, Microsoft Excel, Strategic Planning, PowerPoint, Microsoft Office, Outlook, Project Management, Equities, Valuation, Mergers & Acquisitions, Portfolio Management, Fixed Income, Equity Research, Start-ups, Asset Allocation, Investments, Due Diligence, Management
Education
University of Southern California - Marshall School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Southern California 2002 — 2007
Bachelor of Arts, International Relations Global Business
연세대학교 / Yonsei University 2005 — 2005
Sarah Margaret Cox Sarah Margaret Cox's Morgan Stanley Smith Barney Experience May 2007 - August 2007
Job REALTOR
Industry Real Estate
Experience
Coldwell Banker United Realtors 2011 - Present
Hermosa September 2010 - January 2011
Pharmasearch Partners, Inc. January 2009 - August 2009
Morgan Stanley Smith Barney May 2007 - August 2007
Skills
Sales, Real Estate, Foreclosures, New Home Sales, Relocation, Investment Properties, Residential Homes, Buyer Representation, Finance, Listings, Single Family Homes, ABR
Education
University of South Carolina - The Moore School of Business 2007 — 2011
Bachelor of Science, Business Administration, Real Estate; Marketing
Coldwell Banker United Realtors 2011 - Present
Hermosa September 2010 - January 2011
Pharmasearch Partners, Inc. January 2009 - August 2009
Morgan Stanley Smith Barney May 2007 - August 2007
Skills
Sales, Real Estate, Foreclosures, New Home Sales, Relocation, Investment Properties, Residential Homes, Buyer Representation, Finance, Listings, Single Family Homes, ABR
Education
University of South Carolina - The Moore School of Business 2007 — 2011
Bachelor of Science, Business Administration, Real Estate; Marketing
Sarina Ramakrishnan Sarina Ramakrishnan's Morgan Stanley Smith Barney Experience May 2011 - June 2011
Job Client Services Volunteer at Chrysalis
Industry Financial Services
Experience
Chrysalis June 2015 - Present
NetApp May 2014 - August 2014
Los Angeles Bio Medical Research Institute June 2013 - August 2013
NetApp May 2012 - August 2012
Morgan Stanley Smith Barney May 2011 - June 2011
Skills
Microsoft Excel, Marketing, Social Media Marketing, Market Research, Business Strategy, Teamwork, Strategic Planning, Recruiting, Event Management, Non-profits, Facebook, Nonprofits, Finance
Education
University of Southern California 2011 — 2015
Bachelor's degree, Policy, Planning, and Development
Chrysalis June 2015 - Present
NetApp May 2014 - August 2014
Los Angeles Bio Medical Research Institute June 2013 - August 2013
NetApp May 2012 - August 2012
Morgan Stanley Smith Barney May 2011 - June 2011
Skills
Microsoft Excel, Marketing, Social Media Marketing, Market Research, Business Strategy, Teamwork, Strategic Planning, Recruiting, Event Management, Non-profits, Facebook, Nonprofits, Finance
Education
University of Southern California 2011 — 2015
Bachelor's degree, Policy, Planning, and Development
Rachael Kim's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2012 - June 2014
Trojan Investing Society (TIS) August 2011 - May 2012
Los Angeles Community Impact (LACI) Consulting May 2010 - May 2011
USC Marshall School of Business May 2010 - May 2011
Bank of America Merrill Lynch 2011 - 2011
Morgan Stanley Smith Barney June 2010 - August 2010
USC Marshall School of Business August 2009 - May 2010
Los Angeles Community Impact (LACI) Consulting August 2009 - April 2010
Citigroup June 2009 - July 2009
Skills
Social Media, PowerPoint, Microsoft Excel, Microsoft Office, Data Analysis, Photoshop, Public Speaking, Research, Facebook, Admissions, Qualtrics, Social Media Marketing, Financial Modeling, Leadership, Event Planning, Marketing
Education
University of Southern California 2008 — 2012
Bachelor of Science (BS), Accounting and Finance
University of Southern California - Marshall School of Business 2008 — 2012
B.S., Business Administration, Accounting
Bank of America Merrill Lynch June 2012 - June 2014
Trojan Investing Society (TIS) August 2011 - May 2012
Los Angeles Community Impact (LACI) Consulting May 2010 - May 2011
USC Marshall School of Business May 2010 - May 2011
Bank of America Merrill Lynch 2011 - 2011
Morgan Stanley Smith Barney June 2010 - August 2010
USC Marshall School of Business August 2009 - May 2010
Los Angeles Community Impact (LACI) Consulting August 2009 - April 2010
Citigroup June 2009 - July 2009
Skills
Social Media, PowerPoint, Microsoft Excel, Microsoft Office, Data Analysis, Photoshop, Public Speaking, Research, Facebook, Admissions, Qualtrics, Social Media Marketing, Financial Modeling, Leadership, Event Planning, Marketing
Education
University of Southern California 2008 — 2012
Bachelor of Science (BS), Accounting and Finance
University of Southern California - Marshall School of Business 2008 — 2012
B.S., Business Administration, Accounting
Omar Gomez's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Vice President Branch Manager JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co. October 2014 - Present
JPMorgan Chase June 2013 - October 2014
Morgan Stanley Smith Barney June 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Data Analysis, Economics, Valuation, PowerPoint, Organizational Behavior, Private Equity, Microsoft Word, Access, Social Media, Accounting, Financial Reporting, Financial Accounting, Research, Entrepreneurship, Social Networking, Management, Sales, Forecasting, Leadership, Strategic Planning
Education
University of Southern California 2008 — 2013
B.S., Business Administration, (Investments and Financial Markets)
JPMorgan Chase & Co. October 2014 - Present
JPMorgan Chase June 2013 - October 2014
Morgan Stanley Smith Barney June 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Data Analysis, Economics, Valuation, PowerPoint, Organizational Behavior, Private Equity, Microsoft Word, Access, Social Media, Accounting, Financial Reporting, Financial Accounting, Research, Entrepreneurship, Social Networking, Management, Sales, Forecasting, Leadership, Strategic Planning
Education
University of Southern California 2008 — 2013
B.S., Business Administration, (Investments and Financial Markets)
Henry Batts's Morgan Stanley Smith Barney Experience February 2011 - September 2012
Job Registered PCA Janney Montgomery Scott, LLC
Industry Financial Services
Experience
Janney Montgomery Scott September 2012 - Present
Morgan Stanley Smith Barney February 2011 - September 2012
The Plantation Grill May 2010 - July 2010
Tom Hughes Marine May 2009 - July 2009
CarQuest May 2006 - May 2008
Skills
Retirement Planning, Financial Analysis, Investments, Financial Services, Fixed Income Strategies, Bond Markets, Government Bonds, Municipal Bonds, Social Security, Retirement Income..., Wealth Management, Market Analysis, Mutual Funds, ETFs, Equity Research, Private Equity, Life Insurance, Health Insurance, Umbrella Insurance, Term Life Insurance, Qualified Retirement..., 401k Rollovers, Variable Annuities, Indexed Annuities, Fixed Annuities, Financial Markets, Separately Managed..., ThomsonOne, Financial Statements, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Website Development, Customer Service, Marketing, Teamwork, Leadership, Social Media, Customer Satisfaction, Event Planning, Public Speaking, Series 7, Series 66
Education
University of South Carolina - The Moore School of Business 2008 — 2012
Finance and Marketing, Minor in Psychology
Janney Montgomery Scott September 2012 - Present
Morgan Stanley Smith Barney February 2011 - September 2012
The Plantation Grill May 2010 - July 2010
Tom Hughes Marine May 2009 - July 2009
CarQuest May 2006 - May 2008
Skills
Retirement Planning, Financial Analysis, Investments, Financial Services, Fixed Income Strategies, Bond Markets, Government Bonds, Municipal Bonds, Social Security, Retirement Income..., Wealth Management, Market Analysis, Mutual Funds, ETFs, Equity Research, Private Equity, Life Insurance, Health Insurance, Umbrella Insurance, Term Life Insurance, Qualified Retirement..., 401k Rollovers, Variable Annuities, Indexed Annuities, Fixed Annuities, Financial Markets, Separately Managed..., ThomsonOne, Financial Statements, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Website Development, Customer Service, Marketing, Teamwork, Leadership, Social Media, Customer Satisfaction, Event Planning, Public Speaking, Series 7, Series 66
Education
University of South Carolina - The Moore School of Business 2008 — 2012
Finance and Marketing, Minor in Psychology
Natasha Nascimento's Morgan Stanley Smith Barney Experience September 2009 - May 2011
Job President/Founder at Redefining Refuge
Industry Philanthropy
Experience
Redefining Refuge, Inc March 2010 - Present
Morgan Stanley Smith Barney September 2009 - May 2011
HomeBanc N.A. 2008 - 2009
Skills
Non-profits, Retirement Planning, Fundraising, Strategic Planning, Mortgage Lending, Public Speaking, Small Business, Investments, Retirement, Strategic Financial..., Wealth Management, Financial Analysis, Insurance, Business Development, Financial Advisory, Series 7, Securities, Life Insurance, Credit, Leadership, Asset Allocation, Financial Services, 401k, Nonprofits, Mutual Funds, Business Planning, Disability Insurance, Coaching, Sales, Portfolio Management, Executive Management, Long-term Care, Marketing, Risk Management, IRAs, Entrepreneurship, Strategy, Estate Planning, Finance, Financial Planners, Real Estate, Loans, Philanthropy, Commercial Lending, Investment Advisory, Investment Strategies, Team Building, Fixed Annuities, Financial Planning
Education
University of Southern California 2012 — 2014
Masters of Public Administration, Non-Profit/Public/Organizational Management
University of South Florida
BS, Interdisciplinary Social Science
Redefining Refuge, Inc March 2010 - Present
Morgan Stanley Smith Barney September 2009 - May 2011
HomeBanc N.A. 2008 - 2009
Skills
Non-profits, Retirement Planning, Fundraising, Strategic Planning, Mortgage Lending, Public Speaking, Small Business, Investments, Retirement, Strategic Financial..., Wealth Management, Financial Analysis, Insurance, Business Development, Financial Advisory, Series 7, Securities, Life Insurance, Credit, Leadership, Asset Allocation, Financial Services, 401k, Nonprofits, Mutual Funds, Business Planning, Disability Insurance, Coaching, Sales, Portfolio Management, Executive Management, Long-term Care, Marketing, Risk Management, IRAs, Entrepreneurship, Strategy, Estate Planning, Finance, Financial Planners, Real Estate, Loans, Philanthropy, Commercial Lending, Investment Advisory, Investment Strategies, Team Building, Fixed Annuities, Financial Planning
Education
University of Southern California 2012 — 2014
Masters of Public Administration, Non-Profit/Public/Organizational Management
University of South Florida
BS, Interdisciplinary Social Science
Trish L. Griffin Trish L. Griffin's Morgan Stanley Smith Barney Experience 1995 - 2001
Job Director/ VPSecurities,Options,Trading Underwriting ,Capital Markets,SEC Regulatory,Compliance,Risk Mgt,CBOETV
Industry Financial Services
Experience
FINRA/CBOE- Financial Industry Regulatory Authority-Chicago Board Options Exchange July 2012 - Present
Chase / Washington Mutual Bank 2004 - 2008
Chicago Board of Trade- Futuresline May 2003 - June 2004
Morgan Stanley Smith Barney 1995 - 2001
Morgan Stanley Dean Witter Reynolds Inc June 1985 - January 1995
Drexel Burnham Lambert September 1982 - June 1985
Skills
Code Enforcement, Compliance Audits, Account Management, Retail Banking, Investment Banking, Banking Operations, Stock Market, Bonds, Management Consulting, Risk Management, Regulatory Affairs, Regulatory Requirements, Trading, Anchoring, Portfolio Management, Capital Markets, Audit, Compliance, Series 7, SEC reporting, Banking, Underwriting, Financial Markets, Asset Management, Fixed Income, Financial Analysis, Corporate Finance, Investments, Cash Management, Credit Risk, Wealth Management, AML, Executive Management, Financial Management, Mutual Funds, Financial Modeling, Risk, Securities, Financial Planning, Credit, Equities, Series 63, Dodd-Frank, Community Reinvestment..., Legal Compliance, Commercial Mortgages, Residential Mortgages, Due Diligence, Options, Finance
Education
University of Southern California 1978 — 1982
BA, Finance, French
University of Southern California
FINRA/CBOE- Financial Industry Regulatory Authority-Chicago Board Options Exchange July 2012 - Present
Chase / Washington Mutual Bank 2004 - 2008
Chicago Board of Trade- Futuresline May 2003 - June 2004
Morgan Stanley Smith Barney 1995 - 2001
Morgan Stanley Dean Witter Reynolds Inc June 1985 - January 1995
Drexel Burnham Lambert September 1982 - June 1985
Skills
Code Enforcement, Compliance Audits, Account Management, Retail Banking, Investment Banking, Banking Operations, Stock Market, Bonds, Management Consulting, Risk Management, Regulatory Affairs, Regulatory Requirements, Trading, Anchoring, Portfolio Management, Capital Markets, Audit, Compliance, Series 7, SEC reporting, Banking, Underwriting, Financial Markets, Asset Management, Fixed Income, Financial Analysis, Corporate Finance, Investments, Cash Management, Credit Risk, Wealth Management, AML, Executive Management, Financial Management, Mutual Funds, Financial Modeling, Risk, Securities, Financial Planning, Credit, Equities, Series 63, Dodd-Frank, Community Reinvestment..., Legal Compliance, Commercial Mortgages, Residential Mortgages, Due Diligence, Options, Finance
Education
University of Southern California 1978 — 1982
BA, Finance, French
University of Southern California
Joel Chitiea Joel Chitiea's Morgan Stanley Smith Barney Experience February 1980 - May 2011
Job Managing Principal at Artiea Capital Management
Industry Investment Management
Experience
Artiea Capital Management May 2011 - Present
Morgan Stanley Smith Barney February 1980 - May 2011
Skills
Entrepreneurship, Equities, Series 7, Portfolio Management, Communication, Mutual Funds, Wealth Management, Alternative Investments, Asset Allocation, Investments, Asset Management, Fixed Income, Series 63, Hedge Funds, Securities, Strategic Planning
Education
Harvard
USC
Bachelor of Arts (B.A.), Finance
Artiea Capital Management May 2011 - Present
Morgan Stanley Smith Barney February 1980 - May 2011
Skills
Entrepreneurship, Equities, Series 7, Portfolio Management, Communication, Mutual Funds, Wealth Management, Alternative Investments, Asset Allocation, Investments, Asset Management, Fixed Income, Series 63, Hedge Funds, Securities, Strategic Planning
Education
Harvard
USC
Bachelor of Arts (B.A.), Finance
Jessica Chao's Morgan Stanley Smith Barney Experience February 2010 - July 2010
Job Planning Manager at Spanx
Industry Retail
Experience
Spanx March 2015 - Present
Spanx August 2013 - March 2015
Spanx September 2012 - August 2013
Target August 2011 - August 2012
Target June 2010 - August 2010
Morgan Stanley Smith Barney February 2010 - July 2010
Victoria's Secret November 2009 - April 2010
Ernst & Young July 2008 - August 2008
Vogue June 2008 - July 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Merchandising, Data Analysis, Retail, Forecasting, Financial Analysis
Education
University of South Carolina - The Moore School of Business 2007 — 2011
Bachelor's degree, International Business, Finance
Spanx March 2015 - Present
Spanx August 2013 - March 2015
Spanx September 2012 - August 2013
Target August 2011 - August 2012
Target June 2010 - August 2010
Morgan Stanley Smith Barney February 2010 - July 2010
Victoria's Secret November 2009 - April 2010
Ernst & Young July 2008 - August 2008
Vogue June 2008 - July 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Merchandising, Data Analysis, Retail, Forecasting, Financial Analysis
Education
University of South Carolina - The Moore School of Business 2007 — 2011
Bachelor's degree, International Business, Finance
Julia Shiller Julia Shiller's Morgan Stanley Smith Barney Experience September 1996 - September 2000
Job Marketing Manager at Carl Zeiss Meditec, Inc.
Industry Medical Devices
Experience
Carl Zeiss Meditec AG March 2015 - Present
American Academy of Ophthalmology October 2012 - November 2014
Krames Patient Education Solutions November 2008 - October 2012
Krames January 2004 - October 2008
Krames January 2002 - December 2003
Krames November 2000 - December 2002
Morgan Stanley Smith Barney September 1996 - September 2000
BioMed Arts Associates January 1996 - August 2000
Skills
Strategic Planning /..., Product Management, Content Development, Project/Change..., Performance Measurement, P&L Accountability, Team Building and..., Corporate Communications, Management and Coaching, Public Speaking, Marketing Strategy, Product Marketing, Marketing Research, Management
Education
University of San Francisco 1996 — 2000
Bachelor of Arts (B.A.), Speech Communication and Rhetoric, summa cum laude
Carl Zeiss Meditec AG March 2015 - Present
American Academy of Ophthalmology October 2012 - November 2014
Krames Patient Education Solutions November 2008 - October 2012
Krames January 2004 - October 2008
Krames January 2002 - December 2003
Krames November 2000 - December 2002
Morgan Stanley Smith Barney September 1996 - September 2000
BioMed Arts Associates January 1996 - August 2000
Skills
Strategic Planning /..., Product Management, Content Development, Project/Change..., Performance Measurement, P&L Accountability, Team Building and..., Corporate Communications, Management and Coaching, Public Speaking, Marketing Strategy, Product Marketing, Marketing Research, Management
Education
University of San Francisco 1996 — 2000
Bachelor of Arts (B.A.), Speech Communication and Rhetoric, summa cum laude
Jim Gruett's Morgan Stanley Smith Barney Experience September 2001 - May 2009
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2010 - Present
Morgan Stanley Smith Barney September 2001 - May 2009
Merrill Lynch May 1993 - August 2001
Skills
Comprehensive Wealth..., Retirement Income..., 401k Rollovers, Insurance Review, Wealth Management..., Retirement, Wealth Management, Finance, Insurance, Investments, Portfolio Management, Customer Service, Strategic Planning, Retirement Planning, Leadership, Mutual Funds, Series 7, Financial Analysis, Team Building, Credit, Asset Allocation
Education
University of South Florida - College of Business Administration 1984 — 1989
BS, Business, Marketing
Wells Fargo Advisors, LLC February 2010 - Present
Morgan Stanley Smith Barney September 2001 - May 2009
Merrill Lynch May 1993 - August 2001
Skills
Comprehensive Wealth..., Retirement Income..., 401k Rollovers, Insurance Review, Wealth Management..., Retirement, Wealth Management, Finance, Insurance, Investments, Portfolio Management, Customer Service, Strategic Planning, Retirement Planning, Leadership, Mutual Funds, Series 7, Financial Analysis, Team Building, Credit, Asset Allocation
Education
University of South Florida - College of Business Administration 1984 — 1989
BS, Business, Marketing
Scott Fellmeth Scott Fellmeth's Morgan Stanley Smith Barney Experience June 2008 - September 2008
Job Senior Portfolio Manager at Westmount Asset Management
Industry Investment Management
Experience
Westmount Asset Management April 2014 - Present
Camden Capital February 2012 - March 2014
Luminous Capital June 2009 - February 2012
Morgan Stanley Smith Barney June 2008 - September 2008
Skills
Portfolio Management, Financial Analysis, Due Diligence, Investments, Mergers & Acquisitions, Business Development, Asset Allocation, Management, Entrepreneurship, Sales, CRM, Private Equity
Education
University of Southern California 2005 — 2009
B.S., Business Administration, Corporate Finance
Westmount Asset Management April 2014 - Present
Camden Capital February 2012 - March 2014
Luminous Capital June 2009 - February 2012
Morgan Stanley Smith Barney June 2008 - September 2008
Skills
Portfolio Management, Financial Analysis, Due Diligence, Investments, Mergers & Acquisitions, Business Development, Asset Allocation, Management, Entrepreneurship, Sales, CRM, Private Equity
Education
University of Southern California 2005 — 2009
B.S., Business Administration, Corporate Finance
Marc Schoonbrood Marc Schoonbrood's Morgan Stanley Smith Barney Experience March 2008 - October 2013
Job Operations at Fantex
Industry Financial Services
Experience
Fantex October 2013 - Present
Morgan Stanley Smith Barney March 2008 - October 2013
Independent Trader May 2006 - March 2008
E*TRADE Financial July 1995 - May 2006
Skills
Securities, Equities, Series 7, Trading, Series 24, 63 Licenses, Compliance, Best Execution, Legal Compliance, SEC regulations, Series 55, Options, Series 65, Investment Brokerage, Customer Service, Brokerage Operations
Education
University of San Francisco 1988 — 1991
Bachelor of Science (B.S.), Finance
Fantex October 2013 - Present
Morgan Stanley Smith Barney March 2008 - October 2013
Independent Trader May 2006 - March 2008
E*TRADE Financial July 1995 - May 2006
Skills
Securities, Equities, Series 7, Trading, Series 24, 63 Licenses, Compliance, Best Execution, Legal Compliance, SEC regulations, Series 55, Options, Series 65, Investment Brokerage, Customer Service, Brokerage Operations
Education
University of San Francisco 1988 — 1991
Bachelor of Science (B.S.), Finance
Stephanie Midler, CIMA®, CFP® Stephanie Midler, CIMA®, CFP®'s Morgan Stanley Smith Barney Experience August 2001 - February 2012
Job Financial Advisor, Assistant Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2012 - Present
Morgan Stanley Smith Barney August 2001 - February 2012
Infinity Resource Group January 1998 - June 2001
Skills
Investments, Retirement, Investment Strategies, Retirement Planning, Insurance, Asset Allocation, Financial Advisory, Mutual Funds, Investment Planning, Estate Investment...
Education
University of South Florida 1989 — 1994
BA, Interdisciplanary Social Science
Wells Fargo Advisors, LLC February 2012 - Present
Morgan Stanley Smith Barney August 2001 - February 2012
Infinity Resource Group January 1998 - June 2001
Skills
Investments, Retirement, Investment Strategies, Retirement Planning, Insurance, Asset Allocation, Financial Advisory, Mutual Funds, Investment Planning, Estate Investment...
Education
University of South Florida 1989 — 1994
BA, Interdisciplanary Social Science
Joe Laetsch Joe Laetsch's Morgan Stanley Smith Barney Experience June 2012 - August 2012
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley Wealth Management June 2013 - August 2015
Order of Omega April 2012 - May 2013
Mortar Board April 2012 - May 2013
Obsidian Investors Association October 2011 - May 2013
Undergraduate Student Investment Fund April 2012 - April 2013
Morgan Stanley Smith Barney June 2012 - August 2012
iChill Beverages LLC January 2012 - May 2012
Kappa Sigma Fraternity January 2011 - September 2011
Broidy Capital Management May 2011 - August 2011
Skills
Investments, PowerPoint, Microsoft Excel, Microsoft Office, Series 7, Series 63, Bloomberg
Education
Marshall School of Business 2009 — 2013
B.S. Business Administration, Investments and Financial Markets
University of Southern California 2009 — 2013
Bachelor of Science (BS), Business Administration - Investments and Financial Markets
Morgan Stanley August 2015 - Present
Morgan Stanley Wealth Management June 2013 - August 2015
Order of Omega April 2012 - May 2013
Mortar Board April 2012 - May 2013
Obsidian Investors Association October 2011 - May 2013
Undergraduate Student Investment Fund April 2012 - April 2013
Morgan Stanley Smith Barney June 2012 - August 2012
iChill Beverages LLC January 2012 - May 2012
Kappa Sigma Fraternity January 2011 - September 2011
Broidy Capital Management May 2011 - August 2011
Skills
Investments, PowerPoint, Microsoft Excel, Microsoft Office, Series 7, Series 63, Bloomberg
Education
Marshall School of Business 2009 — 2013
B.S. Business Administration, Investments and Financial Markets
University of Southern California 2009 — 2013
Bachelor of Science (BS), Business Administration - Investments and Financial Markets
Michael R. Gigantino Michael R. Gigantino's Morgan Stanley Smith Barney Experience June 2011 - February 2013
Job Managing Director at Symmetry Financial Services LLC
Industry Financial Services
Experience
Symmetry Financial Services LLC June 2013 - Present
Morgan Stanley Smith Barney June 2011 - February 2013
New York Life Insurance Company May 2009 - June 2011
NYLIFE Securities LLC. May 2009 - June 2011
Skills
Strategic Financial..., Retirement Planning, Qualified Retirement..., Retirement Plan..., Financial Management..., Life Insurance, Financial Markets, Retirement, Financial Services, Mutual Funds, Series 63, Series 7, Asset Allocation, Finance, Financial Advisory, Investment Advisory, Securities, Wealth Management
Education
University of Scranton 2004 — 2008
Bachelor of Science (B.S.), Finance
Symmetry Financial Services LLC June 2013 - Present
Morgan Stanley Smith Barney June 2011 - February 2013
New York Life Insurance Company May 2009 - June 2011
NYLIFE Securities LLC. May 2009 - June 2011
Skills
Strategic Financial..., Retirement Planning, Qualified Retirement..., Retirement Plan..., Financial Management..., Life Insurance, Financial Markets, Retirement, Financial Services, Mutual Funds, Series 63, Series 7, Asset Allocation, Finance, Financial Advisory, Investment Advisory, Securities, Wealth Management
Education
University of Scranton 2004 — 2008
Bachelor of Science (B.S.), Finance
Andrew Chavez Andrew Chavez's Morgan Stanley Smith Barney Experience June 2010 - June 2011
Job Owner Andrew Chavez Farmers Insurance Agency at Farmers Insurance & Financial Services
Industry Insurance
Experience
Farmers Insurance & Financial Services August 2011 - Present
Morgan Stanley Smith Barney June 2010 - June 2011
Wilshire Quinn Capital May 2009 - May 2010
Tiger Financial Group August 2002 - March 2009
Skills
Insurance, Sales, Negotiation, Customer Service, Strategic Planning, Finance, Workers Compensation, Portfolio Management, Condos, Landlords, Forecasting, Microsoft Excel, CRM, Boat, Marketing Strategy, Risk Management, Budgets, Asset Management, Customer Relations, Landlord, Due Diligence, Marketing, Claim, Excel, Series 6, Series 63, Permanent Life Insurance, Life Insurance, Term Life Insurance, Commercial Insurance, HOA Insurance, Auto Insurance, Homeowners, Management
Education
University of Southern California 1998 — 2002
BS, Business, Finance
Loyola High School 1994 — 1998
Bachelor of Business Administration (B.B.A.)
Farmers Insurance & Financial Services August 2011 - Present
Morgan Stanley Smith Barney June 2010 - June 2011
Wilshire Quinn Capital May 2009 - May 2010
Tiger Financial Group August 2002 - March 2009
Skills
Insurance, Sales, Negotiation, Customer Service, Strategic Planning, Finance, Workers Compensation, Portfolio Management, Condos, Landlords, Forecasting, Microsoft Excel, CRM, Boat, Marketing Strategy, Risk Management, Budgets, Asset Management, Customer Relations, Landlord, Due Diligence, Marketing, Claim, Excel, Series 6, Series 63, Permanent Life Insurance, Life Insurance, Term Life Insurance, Commercial Insurance, HOA Insurance, Auto Insurance, Homeowners, Management
Education
University of Southern California 1998 — 2002
BS, Business, Finance
Loyola High School 1994 — 1998
Bachelor of Business Administration (B.B.A.)
Brandon Andrews Brandon Andrews's Morgan Stanley Smith Barney Experience 2009 - 2009
Job Business Operations Manager at Cisco (Channel Impact)
Industry Information Technology and Services
Experience
Cisco February 2014 - Present
Citi April 2010 - February 2014
Tampa General Hospital May 2007 - March 2010
Morgan Stanley Smith Barney 2009 - 2009
Peninsual Regional Medical Center 2005 - 2007
Skills
Presentation Development, Workflow Analysis, Microsoft Office, Healthcare, Hospitals, Data Analysis, Mutual Funds, Database Design, Databases, Account Reconciliation, Account Management, Project Implementation, Project Planning, Vendor Relations, B2B, User Acceptance Testing, End to End Solutions, Access, Risk Management, Project Management, Management, Customer Service, Analysis, Cross-functional Team..., Leadership, Microsoft Excel
Education
University of South Florida - College of Business Administration 2007 — 2009
Bachelor of Science, Marketing
Cisco February 2014 - Present
Citi April 2010 - February 2014
Tampa General Hospital May 2007 - March 2010
Morgan Stanley Smith Barney 2009 - 2009
Peninsual Regional Medical Center 2005 - 2007
Skills
Presentation Development, Workflow Analysis, Microsoft Office, Healthcare, Hospitals, Data Analysis, Mutual Funds, Database Design, Databases, Account Reconciliation, Account Management, Project Implementation, Project Planning, Vendor Relations, B2B, User Acceptance Testing, End to End Solutions, Access, Risk Management, Project Management, Management, Customer Service, Analysis, Cross-functional Team..., Leadership, Microsoft Excel
Education
University of South Florida - College of Business Administration 2007 — 2009
Bachelor of Science, Marketing
Jennifer Lessard Jennifer Lessard's Morgan Stanley Smith Barney Experience 1999 - 2000
Job Executive Assistant at Brenson Realty, Inc.
Industry Real Estate
Experience
The League Chiropractic April 2009 - November 2011
Barrister Executive Suites October 2007 - October 2008
Irving Hughes January 2003 - May 2006
Prudential California Realty 2001 - 2002
Morgan Stanley Smith Barney 1999 - 2000
Education
University of Southern California
The League Chiropractic April 2009 - November 2011
Barrister Executive Suites October 2007 - October 2008
Irving Hughes January 2003 - May 2006
Prudential California Realty 2001 - 2002
Morgan Stanley Smith Barney 1999 - 2000
Education
University of Southern California
Danielle Christensen Danielle Christensen's Morgan Stanley Smith Barney Experience February 2009 - January 2012
Job Nurse Apprentice at BayCare Health System
Industry Hospital & Health Care
Experience
BayCare Health System August 2012 - Present
Hillsborough Community College - Nursing January 2012 - Present
Morgan Stanley Smith Barney February 2009 - January 2012
Premier Realty Advisors June 2006 - February 2009
Merrill Lynch August 2008 - December 2008
Lifestyles Realtors January 2006 - June 2006
Skills
Retirement Planning, Strategic Financial...
Education
University of South Florida
Bachelors, Public Relations
Hillsborough Community College 2012 — 2013
Nursing - RN
Brandon Highschool
BayCare Health System August 2012 - Present
Hillsborough Community College - Nursing January 2012 - Present
Morgan Stanley Smith Barney February 2009 - January 2012
Premier Realty Advisors June 2006 - February 2009
Merrill Lynch August 2008 - December 2008
Lifestyles Realtors January 2006 - June 2006
Skills
Retirement Planning, Strategic Financial...
Education
University of South Florida
Bachelors, Public Relations
Hillsborough Community College 2012 — 2013
Nursing - RN
Brandon Highschool
Ron Underwood Ron Underwood's Morgan Stanley Smith Barney Experience 1990 - 1994
Job Missionary at StreetGraceMinistries.com
Industry Religious Institutions
Experience
StreetGraceMinistries.com 2011 - Present
Emdeon 2008 - 2011
CareerBuilder.com September 2007 - September 2008
NotifyMD 2004 - 2006
Global Crossing 2003 - 2004
V-SPAN, Inc. 1997 - 2002
Modern Diagnostics Medical Services, Inc. 1994 - 1996
Paine Webber 1994 - 1994
Morgan Stanley Smith Barney 1990 - 1994
Skills
Sales Management, Sales, Marketing, Negotiation, Telecommunications, Healthcare, Salesforce.com, Account Management, Solution Selling, Healthcare Information..., Direct Sales, Process Improvement, New Business Development, Selling, CRM, Sales Process, Team Building, Management, Leadership, Strategic Planning
Education
University of Southern California 1986 — 1988
BS, Business Administration
StreetGraceMinistries.com 2011 - Present
Emdeon 2008 - 2011
CareerBuilder.com September 2007 - September 2008
NotifyMD 2004 - 2006
Global Crossing 2003 - 2004
V-SPAN, Inc. 1997 - 2002
Modern Diagnostics Medical Services, Inc. 1994 - 1996
Paine Webber 1994 - 1994
Morgan Stanley Smith Barney 1990 - 1994
Skills
Sales Management, Sales, Marketing, Negotiation, Telecommunications, Healthcare, Salesforce.com, Account Management, Solution Selling, Healthcare Information..., Direct Sales, Process Improvement, New Business Development, Selling, CRM, Sales Process, Team Building, Management, Leadership, Strategic Planning
Education
University of Southern California 1986 — 1988
BS, Business Administration
Richard Maloof's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Asset Management Intern at Bellwether Asset Management, Inc.
Industry Real Estate
Experience
Bellwether Asset Management, Inc. October 2014 - May 2015
CBRE July 2014 - August 2014
Eastdil Secured June 2014 - July 2014
BIG Shopping Centers USA February 2014 - May 2014
CBRE June 2013 - August 2013
Morgan Stanley Smith Barney June 2011 - August 2011
San Gabriel Country Club 2009 - 2011
Skills
Social Networking, Microsoft Word, Social Media, Event Planning, Microsoft Excel, Research, Teamwork, Microsoft Office, PowerPoint, Investments
Education
University of Southern California 2012 — 2015
Sol Price School of Policy, Planning, and Development, Real Estate Development and Business Entrepreneurship
St. Francis High School 2007 — 2011
Bellwether Asset Management, Inc. October 2014 - May 2015
CBRE July 2014 - August 2014
Eastdil Secured June 2014 - July 2014
BIG Shopping Centers USA February 2014 - May 2014
CBRE June 2013 - August 2013
Morgan Stanley Smith Barney June 2011 - August 2011
San Gabriel Country Club 2009 - 2011
Skills
Social Networking, Microsoft Word, Social Media, Event Planning, Microsoft Excel, Research, Teamwork, Microsoft Office, PowerPoint, Investments
Education
University of Southern California 2012 — 2015
Sol Price School of Policy, Planning, and Development, Real Estate Development and Business Entrepreneurship
St. Francis High School 2007 — 2011
Patricia Will's Morgan Stanley Smith Barney Experience July 2010 - October 2012
Job Financial Services Representative at State Farm Insurance
Industry Financial Services
Experience
State Farm Insurance October 2012 - Present
Morgan Stanley Smith Barney July 2010 - October 2012
Raymond James Financial 2005 - 2010
Education
University of South Florida 2000 — 2005
BA, Finance
State Farm Insurance October 2012 - Present
Morgan Stanley Smith Barney July 2010 - October 2012
Raymond James Financial 2005 - 2010
Education
University of South Florida 2000 — 2005
BA, Finance
Devon McGee's Morgan Stanley Smith Barney Experience April 2012 - March 2013
Job Higher Education Strategy & Operations Associate at Huron Consulting Group
Industry Financial Services
Experience
Huron Consulting Group January 2015 - Present
Huron Consulting Group April 2013 - December 2014
Morgan Stanley Smith Barney April 2012 - March 2013
Bank of America June 2010 - March 2012
University of South Carolina April 2009 - March 2010
Accenture May 2009 - August 2009
Morgan Stanley Smith Barney 2007 - 2007
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Series 7, Business Analysis, Investments, Strategic Financial..., Customer Service, Equities, Finance, Asset Allocation, PowerPoint
Education
University of South Carolina - Darla Moore School of Business 2006 — 2010
BS, Finance and Economics
University of South Carolina-Columbia 2006 — 2010
B.S., Finance and Economics
Huron Consulting Group January 2015 - Present
Huron Consulting Group April 2013 - December 2014
Morgan Stanley Smith Barney April 2012 - March 2013
Bank of America June 2010 - March 2012
University of South Carolina April 2009 - March 2010
Accenture May 2009 - August 2009
Morgan Stanley Smith Barney 2007 - 2007
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Series 7, Business Analysis, Investments, Strategic Financial..., Customer Service, Equities, Finance, Asset Allocation, PowerPoint
Education
University of South Carolina - Darla Moore School of Business 2006 — 2010
BS, Finance and Economics
University of South Carolina-Columbia 2006 — 2010
B.S., Finance and Economics
Jack Zaffos Jack Zaffos's Morgan Stanley Smith Barney Experience June 1992 - June 2009
Job First Choice Commercial Funding LLC President & CEO
Industry Financial Services
Experience
First Choice Commercial Funding LLC July 2009 - Present
First Choice Commercial Funding LLC June 2009 - Present
Morgan Stanley Smith Barney June 1992 - June 2009
Education
University of South Florida 1975 — 1979
Bachelor's, Business, Finance
First Choice Commercial Funding LLC July 2009 - Present
First Choice Commercial Funding LLC June 2009 - Present
Morgan Stanley Smith Barney June 1992 - June 2009
Education
University of South Florida 1975 — 1979
Bachelor's, Business, Finance
Jeff Dunigan Jeff Dunigan's Morgan Stanley Smith Barney Experience January 1990 - March 2010
Job Account Vice President at UBS Financial Services, Inc
Industry Financial Services
Experience
UBS Financial Services, Inc April 2010 - Present
Morgan Stanley Smith Barney January 1990 - March 2010
Skills
Wealth Management, Series 7
Education
University of Southern California
BS, Business Administration
UBS Financial Services, Inc April 2010 - Present
Morgan Stanley Smith Barney January 1990 - March 2010
Skills
Wealth Management, Series 7
Education
University of Southern California
BS, Business Administration
Chris Holway Chris Holway's Morgan Stanley Smith Barney Experience July 2004 - October 2009
Job Wealth Advisor / Belleair Asset Management, Inc
Industry Financial Services
Experience
Belleair Asset Management, Inc October 2009 - Present
Downstate Securities Group Inc October 2009 - June 2013
Morgan Stanley Smith Barney July 2004 - October 2009
Education
University of South Florida 1990 — 1995
B.S., Finance
Belleair Asset Management, Inc October 2009 - Present
Downstate Securities Group Inc October 2009 - June 2013
Morgan Stanley Smith Barney July 2004 - October 2009
Education
University of South Florida 1990 — 1995
B.S., Finance
John Campbell, III John Campbell, III's Morgan Stanley Smith Barney Experience October 1994 - April 2010
Job Financial Advisor at Lone Eagle Wealth Services, LLC.
Industry Financial Services
Experience
LPL Financial April 2010 - Present
Pomona Valley Hospital Medical Center 2000 - 2013
Claremont Museum of Art January 2010 - January 2012
Morgan Stanley Smith Barney October 1994 - April 2010
Millard Sheets Center for the Arts at Fairplex January 2007 - December 2008
TRW Technar January 1988 - October 1994
Skills
Investments, Portfolio Management, Wealth, Financial Planning, Securities, Equities, Wealth Management, Investors, Retirement, Estate Planning, Fixed Annuities, Investment Advisory, Investment Strategies, Strategic Financial..., Retirement Planning
Education
University of Southern California 1981 — 1985
B.S., Accounting
LPL Financial April 2010 - Present
Pomona Valley Hospital Medical Center 2000 - 2013
Claremont Museum of Art January 2010 - January 2012
Morgan Stanley Smith Barney October 1994 - April 2010
Millard Sheets Center for the Arts at Fairplex January 2007 - December 2008
TRW Technar January 1988 - October 1994
Skills
Investments, Portfolio Management, Wealth, Financial Planning, Securities, Equities, Wealth Management, Investors, Retirement, Estate Planning, Fixed Annuities, Investment Advisory, Investment Strategies, Strategic Financial..., Retirement Planning
Education
University of Southern California 1981 — 1985
B.S., Accounting
Michelle Green Michelle Green's Morgan Stanley Smith Barney Experience August 2006 - August 2011
Job Director, Human Resources
Industry Education Management
Experience
Pearson June 2015 - Present
New York Life Insurance Company October 2012 - June 2015
Experian August 2011 - October 2012
Morgan Stanley Smith Barney August 2006 - August 2011
Deutsche Bank August 2002 - August 2006
Credit Suisse May 1999 - August 2001
Spherion April 1998 - December 1999
Sodexho May 1992 - April 1998
Skills
Succession Planning, Employment Law, Onboarding, Performance Management, Talent Management, HR Policies, Strategy, Applicant Tracking..., Personnel Management, Deferred Compensation, Employee Relations, Training, Employee Engagement, Executive Search, Recruiting, Talent Acquisition, Employee Benefits, Human Resources, Program Management, Financial Services, Organizational..., Temporary Staffing, Workforce Planning, HRIS, Benefits Administration, Organizational Design, Leadership Development
Education
University of South Carolina-Columbia
BS
Pearson June 2015 - Present
New York Life Insurance Company October 2012 - June 2015
Experian August 2011 - October 2012
Morgan Stanley Smith Barney August 2006 - August 2011
Deutsche Bank August 2002 - August 2006
Credit Suisse May 1999 - August 2001
Spherion April 1998 - December 1999
Sodexho May 1992 - April 1998
Skills
Succession Planning, Employment Law, Onboarding, Performance Management, Talent Management, HR Policies, Strategy, Applicant Tracking..., Personnel Management, Deferred Compensation, Employee Relations, Training, Employee Engagement, Executive Search, Recruiting, Talent Acquisition, Employee Benefits, Human Resources, Program Management, Financial Services, Organizational..., Temporary Staffing, Workforce Planning, HRIS, Benefits Administration, Organizational Design, Leadership Development
Education
University of South Carolina-Columbia
BS
Dawn Sarao Dawn Sarao's Morgan Stanley Smith Barney Experience April 2008 - June 2012
Job Senior Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2012 - Present
Morgan Stanley Smith Barney April 2008 - June 2012
Bear Stearns April 2007 - April 2008
AG Edwards & Sons 2003 - 2007
Hold Brothers Online Investment Services 1998 - 2003
Skills
Series 7, series 66, Wealth Management...
Education
University of Scranton 1994 — 1998
Merrill Lynch June 2012 - Present
Morgan Stanley Smith Barney April 2008 - June 2012
Bear Stearns April 2007 - April 2008
AG Edwards & Sons 2003 - 2007
Hold Brothers Online Investment Services 1998 - 2003
Skills
Series 7, series 66, Wealth Management...
Education
University of Scranton 1994 — 1998
Christopher Kearon Christopher Kearon's Morgan Stanley Smith Barney Experience April 2009 - Present
Job Financial Advisor | Portfolio Manager | Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2009 - Present
Wells Fargo Advisors May 1985 - April 2009
Bear Stearns August 1984 - May 1985
Education
University of Scranton 1980 — 1984
Bachelor of Science, Business Management
Lynbrook High School 1976 — 1980
Morgan Stanley Smith Barney April 2009 - Present
Wells Fargo Advisors May 1985 - April 2009
Bear Stearns August 1984 - May 1985
Education
University of Scranton 1980 — 1984
Bachelor of Science, Business Management
Lynbrook High School 1976 — 1980
Jeff Chorn Jeff Chorn's Morgan Stanley Smith Barney Experience September 2004 - September 2007
Job Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2011 - Present
Principal Funds October 2007 - December 2011
Morgan Stanley Smith Barney September 2004 - September 2007
E*TRADE Financial 2001 - 2004
Education
University of Southern California 1996 — 2001
BA, Economics
Fidelity Investments December 2011 - Present
Principal Funds October 2007 - December 2011
Morgan Stanley Smith Barney September 2004 - September 2007
E*TRADE Financial 2001 - 2004
Education
University of Southern California 1996 — 2001
BA, Economics
Ryan Copley Ryan Copley's Morgan Stanley Smith Barney Experience September 2009 - March 2011
Job Private Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo May 2013 - Present
Wells Fargo November 2011 - May 2013
Northwestern Mutual June 2011 - August 2011
Morgan Stanley Smith Barney September 2009 - March 2011
Copley's RV Center, Inc. 2005 - 2009
Skills
Insurance, Series 7, Fixed Annuities, Long-term Care, Securities, Credit, Financial Services, Customer Service, Microsoft Excel, Leadership, Finance, Strategic Planning, Microsoft Office, PowerPoint, Marketing, Microsoft Word, Account Management, Small Business, Banking, Management, Financial Analysis, Investments, Loans, Wealth Management, Relationship Management, Financial Planning
Education
University of South Florida 2000 — 2003
B.S., Business Management
Wells Fargo May 2013 - Present
Wells Fargo November 2011 - May 2013
Northwestern Mutual June 2011 - August 2011
Morgan Stanley Smith Barney September 2009 - March 2011
Copley's RV Center, Inc. 2005 - 2009
Skills
Insurance, Series 7, Fixed Annuities, Long-term Care, Securities, Credit, Financial Services, Customer Service, Microsoft Excel, Leadership, Finance, Strategic Planning, Microsoft Office, PowerPoint, Marketing, Microsoft Word, Account Management, Small Business, Banking, Management, Financial Analysis, Investments, Loans, Wealth Management, Relationship Management, Financial Planning
Education
University of South Florida 2000 — 2003
B.S., Business Management
Jessica Quatse Jessica Quatse's Morgan Stanley Smith Barney Experience October 2010 - Present
Job Wealth Management at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 2010 - Present
Skills
Series 7, Wealth Management, Investments, Strategic Financial..., Series 63, Retirement Planning, Business Development, Financial Analysis, Marketing Strategy, Management, CRM, Leadership, New Business Development, Account Management, Marketing, Alternative Investments, Start-ups, Business, Microsoft Office, Research, Finance, Portfolio Management, Financial Services, Private Equity, Hedge Funds, Asset Management, Equities, Valuation, Investment Banking, Capital Markets, Financial Modeling, Series 65, Financial Planning
Education
University of Southern California 1999 — 2003
BS, Finance
Morgan Stanley Smith Barney October 2010 - Present
Skills
Series 7, Wealth Management, Investments, Strategic Financial..., Series 63, Retirement Planning, Business Development, Financial Analysis, Marketing Strategy, Management, CRM, Leadership, New Business Development, Account Management, Marketing, Alternative Investments, Start-ups, Business, Microsoft Office, Research, Finance, Portfolio Management, Financial Services, Private Equity, Hedge Funds, Asset Management, Equities, Valuation, Investment Banking, Capital Markets, Financial Modeling, Series 65, Financial Planning
Education
University of Southern California 1999 — 2003
BS, Finance
Benjamin Covar Benjamin Covar's Morgan Stanley Smith Barney Experience 2008 - 2010
Job 2012 IMBA Candidate at The Moore School of Business
Industry Investment Management
Experience
The Moore School of Business June 2010 - Present
Morgan Stanley Smith Barney 2008 - 2010
Wachovia, A Wells Fargo Company 2005 - 2008
Education
University of South Carolina - Darla Moore School of Business 2010 — 2012
IMBA
Fundação Getúlio Vargas 2011 — 2011
International Business, Portuguese
University of South Carolina - Darla Moore School of Business 2000 — 2004
BS, Finance
The Moore School of Business June 2010 - Present
Morgan Stanley Smith Barney 2008 - 2010
Wachovia, A Wells Fargo Company 2005 - 2008
Education
University of South Carolina - Darla Moore School of Business 2010 — 2012
IMBA
Fundação Getúlio Vargas 2011 — 2011
International Business, Portuguese
University of South Carolina - Darla Moore School of Business 2000 — 2004
BS, Finance
David Darakjian David Darakjian's Morgan Stanley Smith Barney Experience May 2003 - September 2003
Job StocksDontLie.com at StocksDontLie.com
Industry Financial Services
Experience
StocksDontLie.com April 2015 - Present
WTS Proprietary Trading Group LLC January 2014 - March 2015
Clearpool Group September 2013 - December 2014
WTS Boston Trading Group July 2009 - December 2013
Sungard Assent LLC June 2005 - July 2009
Investors Business Daily October 2005 - June 2006
Morgan Stanley Smith Barney May 2003 - September 2003
Bank of America June 2000 - December 2002
Skills
Electronic Trading, Outstanding..., Market Making, Humility, Leadership, Capital Markets, Traders, Hedging, Credit, Hedge Funds, Strong Business Acumen, Alternative Investments, Trading Systems, Equity Derivatives, Proprietary Trading, Exceptional People..., Private Equity, ETFs, Microsoft Office, Finance, Securities, Investment Management, Derivatives, Project Management, Options Strategies, Equity Trading, Investment Banking, Entrepreneurship, Analysis, Market Data, Financial Services, Exceptional mentor &..., Structured Products, Trading Strategies, Competitive, Stocks, Emerging Markets, Volatility Arbitrage, Team Leadership, Teamwork, Options, Financial Risk, Team Building, Asset Allocation, Fundamental Analysis, Banking, Valuation, Funding, Humor, Quantitative Analytics
Education
University of Southern California 2001 — 2005
Bachelor of Science, Business Finance
StocksDontLie.com April 2015 - Present
WTS Proprietary Trading Group LLC January 2014 - March 2015
Clearpool Group September 2013 - December 2014
WTS Boston Trading Group July 2009 - December 2013
Sungard Assent LLC June 2005 - July 2009
Investors Business Daily October 2005 - June 2006
Morgan Stanley Smith Barney May 2003 - September 2003
Bank of America June 2000 - December 2002
Skills
Electronic Trading, Outstanding..., Market Making, Humility, Leadership, Capital Markets, Traders, Hedging, Credit, Hedge Funds, Strong Business Acumen, Alternative Investments, Trading Systems, Equity Derivatives, Proprietary Trading, Exceptional People..., Private Equity, ETFs, Microsoft Office, Finance, Securities, Investment Management, Derivatives, Project Management, Options Strategies, Equity Trading, Investment Banking, Entrepreneurship, Analysis, Market Data, Financial Services, Exceptional mentor &..., Structured Products, Trading Strategies, Competitive, Stocks, Emerging Markets, Volatility Arbitrage, Team Leadership, Teamwork, Options, Financial Risk, Team Building, Asset Allocation, Fundamental Analysis, Banking, Valuation, Funding, Humor, Quantitative Analytics
Education
University of Southern California 2001 — 2005
Bachelor of Science, Business Finance
Julias Dickert's Morgan Stanley Smith Barney Experience May 2008 - August 2008
Job Manager @ Sage Automotive Interiors (Sharon Plant)
Industry Automotive
Experience
Sage Automotive Interiors June 2014 - July 2015
Capsugel September 2013 - May 2014
Capsugel March 2013 - September 2013
Walker Transportation January 2012 - July 2012
Piedmont Technical College March 2010 - August 2011
Morgan Stanley Smith Barney May 2008 - August 2008
Skills
Microsoft Excel, Microsoft Word, Customer Service, Conflict Resolution, AutoCAD, Maple 10, Banner Education..., Salesforce.com, First Data CC Processing, Sales, Management, Cross-functional Team..., Lean Manufacturing, Strategy
Education
University of South Carolina - The Moore School of Business 2004 — 2008
Bachelor of Science (BS), Finance/ Investments, 3.07
Sage Automotive Interiors June 2014 - July 2015
Capsugel September 2013 - May 2014
Capsugel March 2013 - September 2013
Walker Transportation January 2012 - July 2012
Piedmont Technical College March 2010 - August 2011
Morgan Stanley Smith Barney May 2008 - August 2008
Skills
Microsoft Excel, Microsoft Word, Customer Service, Conflict Resolution, AutoCAD, Maple 10, Banner Education..., Salesforce.com, First Data CC Processing, Sales, Management, Cross-functional Team..., Lean Manufacturing, Strategy
Education
University of South Carolina - The Moore School of Business 2004 — 2008
Bachelor of Science (BS), Finance/ Investments, 3.07
Brent Sheehan Brent Sheehan's Morgan Stanley Smith Barney Experience September 2009 - Present
Job Executive Director at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney September 2009 - Present
Merrill Lynch September 2004 - September 2009
Merrill Lynch March 2002 - September 2004
Paine Webber May 2000 - March 2002
Kelsen,Inc. August 1998 - May 2000
Skills
Asset Managment, Trading, Strategic Financial..., Series 7, Series 63, Securities, Separately Managed..., Asset Management, Fixed Income, Alternative Investments, Bonds, FINRA, Bloomberg, Series 24, Asset Allocation, Finance, Hedge Funds
Education
University of Scranton 1994 — 1998
BS, Criminal Justice
Saint Anthony's High School 1990 — 1994
High School
Morgan Stanley Smith Barney September 2009 - Present
Merrill Lynch September 2004 - September 2009
Merrill Lynch March 2002 - September 2004
Paine Webber May 2000 - March 2002
Kelsen,Inc. August 1998 - May 2000
Skills
Asset Managment, Trading, Strategic Financial..., Series 7, Series 63, Securities, Separately Managed..., Asset Management, Fixed Income, Alternative Investments, Bonds, FINRA, Bloomberg, Series 24, Asset Allocation, Finance, Hedge Funds
Education
University of Scranton 1994 — 1998
BS, Criminal Justice
Saint Anthony's High School 1990 — 1994
High School
Brandon Miyoshi's Morgan Stanley Smith Barney Experience August 2011 - August 2012
Job Supervisor at Rolling Hills Country Day School
Industry Financial Services
Experience
Rolling Hills Country Day School September 2012 - Present
Morgan Stanley Smith Barney August 2011 - August 2012
CBRE March 2007 - August 2011
Skills
Mutual Funds, Brokerage, Real Estate, Investments, Asset Managment, Equities, Real Estate Economics, Portfolio Management, Real Estate Development, Management, Real Estate Transactions, Investment Properties, Due Diligence, Commercial Real Estate
Education
University of Southern California
Bachelor of Arts, International Relations
Palos Verdes Peninsula High School
Rolling Hills Country Day School September 2012 - Present
Morgan Stanley Smith Barney August 2011 - August 2012
CBRE March 2007 - August 2011
Skills
Mutual Funds, Brokerage, Real Estate, Investments, Asset Managment, Equities, Real Estate Economics, Portfolio Management, Real Estate Development, Management, Real Estate Transactions, Investment Properties, Due Diligence, Commercial Real Estate
Education
University of Southern California
Bachelor of Arts, International Relations
Palos Verdes Peninsula High School
Bruce Osborne's Morgan Stanley Smith Barney Experience June 2004 - January 2009
Job Senior Vice PresidentInvestments at The Osborne Smith Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors Senior Vice President-InvestmentsThe Osborne Smith Wealth Management Group of Wells Fargo Advisors, LLCJanuary 2009 - Present
Morgan Stanley Smith Barney June 2004 - January 2009
UBS November 1999 - June 2004
Skills
Series 7, Insurance, Investments, Retirement, Retirement Planning, Financial Services, Risk Management, Financial Planning, Series 63, Finance
Education
University of Southern California 1967 — 1969
Bachelor of Science (BS) and Business Management, Marketing, Economics, and Accounting
Wells Fargo Advisors Senior Vice President-InvestmentsThe Osborne Smith Wealth Management Group of Wells Fargo Advisors, LLCJanuary 2009 - Present
Morgan Stanley Smith Barney June 2004 - January 2009
UBS November 1999 - June 2004
Skills
Series 7, Insurance, Investments, Retirement, Retirement Planning, Financial Services, Risk Management, Financial Planning, Series 63, Finance
Education
University of Southern California 1967 — 1969
Bachelor of Science (BS) and Business Management, Marketing, Economics, and Accounting
Parker Burnett, MBA Parker Burnett, MBA's Morgan Stanley Smith Barney Experience June 2007 - December 2007
Job Asset Liability Management
Industry Banking
Experience
AgFirst Farm Credit Bank May 2014 - Present
First Citizens Bank and Trust Company, Inc. April 2013 - May 2014
American Red Cross January 2013 - March 2013
Pure Power Technologies LLC, A Navistar Company September 2011 - December 2012
Capital Investment Companies January 2010 - July 2010
Citadel Broadcasting June 2009 - December 2009
The United Way May 2008 - August 2008
Morgan Stanley Smith Barney June 2007 - December 2007
Nexsen Pruet, LLC June 2002 - August 2002
Skills
Financial Analysis, Customer Service, Budgets, Management, Microsoft Office, Microsoft Excel, Leadership, Financial Reporting, Marketing, Fundraising, Sales, Public Speaking, Journal Entries, Business Development, SAP, Budget Process, Income Statement, General Ledger, Budget, New Business Development, Investments, Microsoft Word, Event Planning, Nonprofits, Business Unit Start-up, Cost Center Management, Outlook, Finance, Analysis, PowerPoint, Budget Proposals, Labor Control, Banking, Risk Management, Budgeting, QRM, Access
Education
University of South Carolina - The Moore School of Business 2011 — 2012
Master of Business Administration (MBA)
University of South Carolina-Columbia
Political Science, Business Administration
AgFirst Farm Credit Bank May 2014 - Present
First Citizens Bank and Trust Company, Inc. April 2013 - May 2014
American Red Cross January 2013 - March 2013
Pure Power Technologies LLC, A Navistar Company September 2011 - December 2012
Capital Investment Companies January 2010 - July 2010
Citadel Broadcasting June 2009 - December 2009
The United Way May 2008 - August 2008
Morgan Stanley Smith Barney June 2007 - December 2007
Nexsen Pruet, LLC June 2002 - August 2002
Skills
Financial Analysis, Customer Service, Budgets, Management, Microsoft Office, Microsoft Excel, Leadership, Financial Reporting, Marketing, Fundraising, Sales, Public Speaking, Journal Entries, Business Development, SAP, Budget Process, Income Statement, General Ledger, Budget, New Business Development, Investments, Microsoft Word, Event Planning, Nonprofits, Business Unit Start-up, Cost Center Management, Outlook, Finance, Analysis, PowerPoint, Budget Proposals, Labor Control, Banking, Risk Management, Budgeting, QRM, Access
Education
University of South Carolina - The Moore School of Business 2011 — 2012
Master of Business Administration (MBA)
University of South Carolina-Columbia
Political Science, Business Administration
David Rodenberg David Rodenberg's Morgan Stanley Smith Barney Experience March 1992 - May 2009
Job Senior Vice President, Investments at Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Assocates, Inc. May 2009 - Present
Morgan Stanley Smith Barney March 1992 - May 2009
C&S Bank May 1989 - March 1992
Skills
Investment Management, Retirement Planning, Estate Planning, Education Planning, Risk Management, Business Succesion..., Financial Planners, Business, Securities, Finance, Investments, Insurance, Series 7, Loans
Education
University of South Carolina - The Moore School of Business 1985 — 1989
Bachelor of Science (BS), Finance, General
Raymond James & Assocates, Inc. May 2009 - Present
Morgan Stanley Smith Barney March 1992 - May 2009
C&S Bank May 1989 - March 1992
Skills
Investment Management, Retirement Planning, Estate Planning, Education Planning, Risk Management, Business Succesion..., Financial Planners, Business, Securities, Finance, Investments, Insurance, Series 7, Loans
Education
University of South Carolina - The Moore School of Business 1985 — 1989
Bachelor of Science (BS), Finance, General
Brandon Hall's Morgan Stanley Smith Barney Experience February 2008 - September 2008
Job Product Manager
Industry Information Technology and Services
Experience
Fleksy March 2014 - Present
Breaktime Studios April 2013 - August 2013
Breaktime Studios April 2013 - June 2013
Booyah January 2012 - March 2013
Apple Inc. April 2009 - September 2011
Morgan Stanley Smith Barney February 2008 - September 2008
Anthousa June 2006 - September 2007
Skills
Process Improvement, Market Research, Analysis, Cross-functional Team..., Product Management, JIRA, Project Management, Google Docs, Microsoft Office, Microsoft Excel, Mobile Advertising, Monetization, Strategy, Analytics, Mobile Devices
Education
University of Southern California 2005 — 2009
Bachelor of Science, Business Administration
Fleksy March 2014 - Present
Breaktime Studios April 2013 - August 2013
Breaktime Studios April 2013 - June 2013
Booyah January 2012 - March 2013
Apple Inc. April 2009 - September 2011
Morgan Stanley Smith Barney February 2008 - September 2008
Anthousa June 2006 - September 2007
Skills
Process Improvement, Market Research, Analysis, Cross-functional Team..., Product Management, JIRA, Project Management, Google Docs, Microsoft Office, Microsoft Excel, Mobile Advertising, Monetization, Strategy, Analytics, Mobile Devices
Education
University of Southern California 2005 — 2009
Bachelor of Science, Business Administration
Jennifer Saito's Morgan Stanley Smith Barney Experience August 2008 - June 2010
Job Sr. Financial Analyst at Space Exploration Technologies
Industry Aviation & Aerospace
Experience
Space Exploration Technologies January 2014 - Present
Space Exploration Technologies June 2012 - January 2014
Space Exploration Technologies June 2010 - June 2012
Morgan Stanley Smith Barney August 2008 - June 2010
Mosiac Capital, LLC August 2007 - June 2008
Skills
Financial Modeling, Mergers, Valuation, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Project Management, Microsoft Word, Entrepreneurship, Mergers & Acquisitions, New Business Development, Start-ups, Marketing Strategy, Management Consulting, Strategy, Program Management, Recruiting, Finance, Marketing, Private Equity, Analysis, Project Planning, Public Speaking, Process Improvement, Applicant Tracking..., Change Management, Business Planning, Data Analysis, Training, Sales, Market Research, Team Building, Business Analysis, Negotiation, Due Diligence, Team Leadership, Portfolio Management, Operations Management, Management, Budgets, Strategic Planning, Product Management, College Recruiting, Product Development, Community Outreach, Coaching, Risk Management, Competitive Analysis, Teamwork
Education
University of Southern California 2003 — 2007
B.S., Business Administration
Space Exploration Technologies January 2014 - Present
Space Exploration Technologies June 2012 - January 2014
Space Exploration Technologies June 2010 - June 2012
Morgan Stanley Smith Barney August 2008 - June 2010
Mosiac Capital, LLC August 2007 - June 2008
Skills
Financial Modeling, Mergers, Valuation, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Project Management, Microsoft Word, Entrepreneurship, Mergers & Acquisitions, New Business Development, Start-ups, Marketing Strategy, Management Consulting, Strategy, Program Management, Recruiting, Finance, Marketing, Private Equity, Analysis, Project Planning, Public Speaking, Process Improvement, Applicant Tracking..., Change Management, Business Planning, Data Analysis, Training, Sales, Market Research, Team Building, Business Analysis, Negotiation, Due Diligence, Team Leadership, Portfolio Management, Operations Management, Management, Budgets, Strategic Planning, Product Management, College Recruiting, Product Development, Community Outreach, Coaching, Risk Management, Competitive Analysis, Teamwork
Education
University of Southern California 2003 — 2007
B.S., Business Administration
Ryan Bruce Ryan Bruce's Morgan Stanley Smith Barney Experience May 2011 - June 2012
Job Risk Analyst at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. September 2014 - Present
Raymond James Financial Inc. December 2012 - September 2014
Morgan Stanley Smith Barney May 2011 - June 2012
Student Managed Investment Fund August 2010 - May 2011
ICAP January 2009 - October 2009
T-Cellular, Inc. June 2007 - September 2009
The Mobile Solution June 2006 - February 2007
Skills
Investments, Sales, Asset Allocation, Financial Analysis, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Wealth Management, Microsoft Word, Finance, Financial Modeling, Access, Time Management, Fixed Income
Education
University of South Florida 2008 — 2011
Bachelors of Science, Finance
University of South Florida 2008 — 2011
Bachelors of Arts, Economics
Raymond James Financial Inc. September 2014 - Present
Raymond James Financial Inc. December 2012 - September 2014
Morgan Stanley Smith Barney May 2011 - June 2012
Student Managed Investment Fund August 2010 - May 2011
ICAP January 2009 - October 2009
T-Cellular, Inc. June 2007 - September 2009
The Mobile Solution June 2006 - February 2007
Skills
Investments, Sales, Asset Allocation, Financial Analysis, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Wealth Management, Microsoft Word, Finance, Financial Modeling, Access, Time Management, Fixed Income
Education
University of South Florida 2008 — 2011
Bachelors of Science, Finance
University of South Florida 2008 — 2011
Bachelors of Arts, Economics
Taylor Corr's Morgan Stanley Smith Barney Experience August 2010 - December 2010
Job Audience Measurement and Advanced Targeting at Scale
Industry Marketing and Advertising
Experience
Quantcast June 2014 - Present
Robert Half Finance & Accounting December 2012 - May 2014
Bloomberg July 2011 - November 2012
Morgan Stanley Smith Barney August 2010 - December 2010
Skills
Bloomberg Terminal, Fixed Income, Financial Analysis, Microsoft Excel, Microsoft Word, Mac OS, Customer Service, Sales Prospecting, Sales, Recruiting, Leadership, Accounting, Financial Services, Human Resources, Bloomberg, Finance, Management, Analytics, Wealth Management, Risk Management, Start-ups, Account Management, Business Analysis, Marketing, Cold Calling, Data Analysis, Banking, Access, Trading, Payroll, Analysis, Business Development, CRM, Warm Calling, Club Development, Gesture Recognition, Sickness Absence...
Education
University of Southern California 2007 — 2010
Bachelor of Science
University of Southern California - Marshall School of Business 2007 — 2010
Bachelor of Science (BS)
WHU – Otto Beisheim School of Management 2010 — 2010
BS
Quantcast June 2014 - Present
Robert Half Finance & Accounting December 2012 - May 2014
Bloomberg July 2011 - November 2012
Morgan Stanley Smith Barney August 2010 - December 2010
Skills
Bloomberg Terminal, Fixed Income, Financial Analysis, Microsoft Excel, Microsoft Word, Mac OS, Customer Service, Sales Prospecting, Sales, Recruiting, Leadership, Accounting, Financial Services, Human Resources, Bloomberg, Finance, Management, Analytics, Wealth Management, Risk Management, Start-ups, Account Management, Business Analysis, Marketing, Cold Calling, Data Analysis, Banking, Access, Trading, Payroll, Analysis, Business Development, CRM, Warm Calling, Club Development, Gesture Recognition, Sickness Absence...
Education
University of Southern California 2007 — 2010
Bachelor of Science
University of Southern California - Marshall School of Business 2007 — 2010
Bachelor of Science (BS)
WHU – Otto Beisheim School of Management 2010 — 2010
BS
Jen Messer's Morgan Stanley Smith Barney Experience November 2008 - December 2009
Job Recruiter at Kelly Services
Industry Staffing and Recruiting
Experience
Kelly Services July 2015 - Present
Apex Systems June 2012 - July 2015
Kforce Inc. November 2010 - June 2012
Ideal Image June 2010 - October 2010
Maddux Business Report January 2010 - May 2010
Morgan Stanley Smith Barney November 2008 - December 2009
Merrill Lynch August 2007 - November 2008
Skills
Marketing, Account Management, Building Relationships, Applicant Tracking..., Talent Acquisition, Cold Calling, Recruiting, Sales, Internet Recruiting, Technical Recruiting, Lead Generation, Business Development, Leadership, CRM, New Business Development, Temporary Placement, Staff Augmentation, Screening, B2B, Management, Online Advertising
Education
University of South Florida 2004 — 2008
BA, Public Relations
Kelly Services July 2015 - Present
Apex Systems June 2012 - July 2015
Kforce Inc. November 2010 - June 2012
Ideal Image June 2010 - October 2010
Maddux Business Report January 2010 - May 2010
Morgan Stanley Smith Barney November 2008 - December 2009
Merrill Lynch August 2007 - November 2008
Skills
Marketing, Account Management, Building Relationships, Applicant Tracking..., Talent Acquisition, Cold Calling, Recruiting, Sales, Internet Recruiting, Technical Recruiting, Lead Generation, Business Development, Leadership, CRM, New Business Development, Temporary Placement, Staff Augmentation, Screening, B2B, Management, Online Advertising
Education
University of South Florida 2004 — 2008
BA, Public Relations
Patrick Shea's Morgan Stanley Smith Barney Experience 1989 - 1994
Job Chief Executive Officer
Industry Investment Banking
Experience
Clarksons Platou Securities, Inc. (formerly RS Platou Markets, Inc.) May 2011 - Present
MarketPicture.com, Inc. May 1999 - Present
Investcorp December 2009 - August 2013
Investorside Research Association (Non Profit Trade Group) November 2007 - July 2013
Braver Stern Securities July 2011 - May 2013
Polygon Research Associates 2007 - 2009
CFRA/RiskMetrics 2006 - 2007
Precursor 2000 - 2005
UBS/PaineWebber 1994 - 1999
Morgan Stanley Smith Barney 1989 - 1994
Skills
Investments, Series 7, Equities, Hedge Funds, Financial Modeling, Private Equity, Global Regulatory..., Investment Research, Capital Markets, Asset Management, Trading, Fixed Income, Valuation, Financial Services, Finance, Portfolio Management, Alternative Investments
Education
University of South Florida 1973 — 1976
BS, Accounting
Monroe Woodbury Central High School
Clarksons Platou Securities, Inc. (formerly RS Platou Markets, Inc.) May 2011 - Present
MarketPicture.com, Inc. May 1999 - Present
Investcorp December 2009 - August 2013
Investorside Research Association (Non Profit Trade Group) November 2007 - July 2013
Braver Stern Securities July 2011 - May 2013
Polygon Research Associates 2007 - 2009
CFRA/RiskMetrics 2006 - 2007
Precursor 2000 - 2005
UBS/PaineWebber 1994 - 1999
Morgan Stanley Smith Barney 1989 - 1994
Skills
Investments, Series 7, Equities, Hedge Funds, Financial Modeling, Private Equity, Global Regulatory..., Investment Research, Capital Markets, Asset Management, Trading, Fixed Income, Valuation, Financial Services, Finance, Portfolio Management, Alternative Investments
Education
University of South Florida 1973 — 1976
BS, Accounting
Monroe Woodbury Central High School
Dan McGarrey's Morgan Stanley Smith Barney Experience July 2011 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2011 - Present
JP Morgan Chase September 2010 - June 2011
Morgan Stanley August 1999 - September 2010
JP Morgan December 1997 - July 1999
Honeywell May 1996 - December 1997
Skills
Finance, Investment Banking, Equities, Fixed Income, Hedge Funds, Derivatives, Capital Markets, Asset Management, Asset Managment
Education
University of Scranton 1984 — 1990
Bachelor of Applied Science (B.A.Sc.), Accounting
University of Scranton 1984 — 1988
Master of Business Administration (MBA), Finance, General
Morgan Stanley Smith Barney July 2011 - Present
JP Morgan Chase September 2010 - June 2011
Morgan Stanley August 1999 - September 2010
JP Morgan December 1997 - July 1999
Honeywell May 1996 - December 1997
Skills
Finance, Investment Banking, Equities, Fixed Income, Hedge Funds, Derivatives, Capital Markets, Asset Management, Asset Managment
Education
University of Scranton 1984 — 1990
Bachelor of Applied Science (B.A.Sc.), Accounting
University of Scranton 1984 — 1988
Master of Business Administration (MBA), Finance, General
Aris Rosales's Morgan Stanley Smith Barney Experience April 1999 - Present
Job Systems Administrator
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 1999 - Present
San Francisco State University Foundation May 1997 - June 2001
Pillar Point Capital Management Inc February 1998 - February 1999
First Countrywide Financial October 1995 - August 1997
Global Sources April 1989 - October 1995
International Paper Products June 1990 - August 1990
Rex Publishing Group 1983 - 1989
Skills
IT Strategy, Project Management, Project Planning, Testing, Technical Support, Operating Systems, Asset Management, Disaster Recovery, Business Analysis, Vendor Management, Computer Hardware, Wealth Management, SDLC, Visio, Hardware, Asset Managment, IT Management
Education
University of Santo Tomas 1983 — 1989
BSCBA
Morgan Stanley Smith Barney April 1999 - Present
San Francisco State University Foundation May 1997 - June 2001
Pillar Point Capital Management Inc February 1998 - February 1999
First Countrywide Financial October 1995 - August 1997
Global Sources April 1989 - October 1995
International Paper Products June 1990 - August 1990
Rex Publishing Group 1983 - 1989
Skills
IT Strategy, Project Management, Project Planning, Testing, Technical Support, Operating Systems, Asset Management, Disaster Recovery, Business Analysis, Vendor Management, Computer Hardware, Wealth Management, SDLC, Visio, Hardware, Asset Managment, IT Management
Education
University of Santo Tomas 1983 — 1989
BSCBA
Craig Pariser's Morgan Stanley Smith Barney Experience April 1993 - Present
Job Vice President Wealth Management at Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 1993 - Present
Education
University of Southern California - Marshall School of Business 1995 — 1998
MBA, Finance
University of Southern California 1986 — 1990
Morgan Stanley Smith Barney April 1993 - Present
Education
University of Southern California - Marshall School of Business 1995 — 1998
MBA, Finance
University of Southern California 1986 — 1990
Christa McGillen's Morgan Stanley Smith Barney Experience January 2000 - Present
Job Registered Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2000 - Present
Skills
Series 7, Asset Allocation, Wealth Management, Series 63, Alternative Investments, Retirement Planning, Securities, Investment Strategies, Equities, Uniform Combined State..., Hedge Funds, Series 65, Asset Management, Portfolio Management, Investments
Education
University of Scranton 1995 — 2000
Bachelor of Science (BS), Finance
Morgan Stanley Smith Barney January 2000 - Present
Skills
Series 7, Asset Allocation, Wealth Management, Series 63, Alternative Investments, Retirement Planning, Securities, Investment Strategies, Equities, Uniform Combined State..., Hedge Funds, Series 65, Asset Management, Portfolio Management, Investments
Education
University of Scranton 1995 — 2000
Bachelor of Science (BS), Finance
Terrence Dotzler's Morgan Stanley Smith Barney Experience October 2006 - Present
Job Financial Services
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 2006 - Present
PricewaterhouseCoopers 2000 - 2006
Education
University of Scranton
Morgan Stanley Smith Barney October 2006 - Present
PricewaterhouseCoopers 2000 - 2006
Education
University of Scranton
Brett Longfield's Morgan Stanley Smith Barney Experience January 2011 - August 2012
Job Market Director at JPMorgan Securities LLC
Industry Financial Services
Experience
JPMorgan Securities LLC August 2012 - Present
Morgan Stanley Smith Barney January 2011 - August 2012
Morgan Stanley Smith Barney October 2009 - January 2011
Morgan Stanley June 2006 - October 2009
Morgan Stanley 2005 - 2006
Presidio Financial Partners 2003 - 2006
C.E. Unterberg, Towbin 2001 - 2003
Montgomery Securities 1997 - 2000
Education
University of Southern California 1993 — 1997
Bachelor of Arts (B.A.), Communication, General
Redwood High School 1989 — 1993
diploma
JPMorgan Securities LLC August 2012 - Present
Morgan Stanley Smith Barney January 2011 - August 2012
Morgan Stanley Smith Barney October 2009 - January 2011
Morgan Stanley June 2006 - October 2009
Morgan Stanley 2005 - 2006
Presidio Financial Partners 2003 - 2006
C.E. Unterberg, Towbin 2001 - 2003
Montgomery Securities 1997 - 2000
Education
University of Southern California 1993 — 1997
Bachelor of Arts (B.A.), Communication, General
Redwood High School 1989 — 1993
diploma
Kevin Robl's Morgan Stanley Smith Barney Experience May 2010 - July 2011
Job Financial Advisor at Royal Bank Of Canada (RBC)
Industry Financial Services
Experience
RBC Capital Markets June 2011 - Present
Morgan Stanley Smith Barney May 2010 - July 2011
kevin robl investments January 2004 - April 2010
Education
University of Southern California
RBC Capital Markets June 2011 - Present
Morgan Stanley Smith Barney May 2010 - July 2011
kevin robl investments January 2004 - April 2010
Education
University of Southern California
Bob Cumming's Morgan Stanley Smith Barney Experience January 2004 - December 2011
Job Financial Advisor
Industry Financial Services
Experience
LPL Financial December 2011 - Present
Morgan Stanley Smith Barney January 2004 - December 2011
Merrill Lynch February 2000 - January 2004
Skills
Series 66, 401k Rollovers, Retirement Planning, Retirement Income..., Series 7, IRA's, Trust Services, Insurance Planning, Charitable Giving, Wealth Management, Annuities, Retirement, Wealth Accumulation, Asset Allocation, Roth IRA, Charitable Giving..., Investment Advisory, Long Term Care
Education
University of South Carolina - The Moore School of Business 1972 — 1976
B.S., Accounting
LPL Financial December 2011 - Present
Morgan Stanley Smith Barney January 2004 - December 2011
Merrill Lynch February 2000 - January 2004
Skills
Series 66, 401k Rollovers, Retirement Planning, Retirement Income..., Series 7, IRA's, Trust Services, Insurance Planning, Charitable Giving, Wealth Management, Annuities, Retirement, Wealth Accumulation, Asset Allocation, Roth IRA, Charitable Giving..., Investment Advisory, Long Term Care
Education
University of South Carolina - The Moore School of Business 1972 — 1976
B.S., Accounting
Chris Ferrell, CRPS®'s Morgan Stanley Smith Barney Experience March 2010 - June 2012
Job Capstone Retirement Group, LLC
Industry Financial Services
Experience
Capstone Retirement Group, LLC July 2012 - Present
Morgan Stanley Smith Barney March 2010 - June 2012
Merrill Lynch October 2008 - March 2010
AIG March 2006 - October 2008
Skills
Investments, Portfolio Management, Wealth Management, Securities, Mutual Funds, Equities, Strategic Financial..., Series 7, Fixed Income, Asset Managment
Education
University of South Florida 2001 — 2005
Bachelor of Science (B.S.), Finance
Capstone Retirement Group, LLC July 2012 - Present
Morgan Stanley Smith Barney March 2010 - June 2012
Merrill Lynch October 2008 - March 2010
AIG March 2006 - October 2008
Skills
Investments, Portfolio Management, Wealth Management, Securities, Mutual Funds, Equities, Strategic Financial..., Series 7, Fixed Income, Asset Managment
Education
University of South Florida 2001 — 2005
Bachelor of Science (B.S.), Finance
Bob Lord's Morgan Stanley Smith Barney Experience May 2007 - Present
Job Executive Director at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2007 - Present
Citi - Global Wealth Management 2007 - June 2009
Skills
SDLC, Wealth Management, Fixed Income, Capital Markets, Trading Systems, Equities, Portfolio Management, Business Analysis, Securities, Derivatives, Series 7, Financial Services, Investment Banking, Hedge Funds, Mutual Funds, Asset Allocation
Education
University of Scranton 1974 — 1977
Morgan Stanley Smith Barney May 2007 - Present
Citi - Global Wealth Management 2007 - June 2009
Skills
SDLC, Wealth Management, Fixed Income, Capital Markets, Trading Systems, Equities, Portfolio Management, Business Analysis, Securities, Derivatives, Series 7, Financial Services, Investment Banking, Hedge Funds, Mutual Funds, Asset Allocation
Education
University of Scranton 1974 — 1977
Lee Dunayer's Morgan Stanley Smith Barney Experience October 2009 - Present
Job Senior Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 2009 - Present
UBS June 2004 - Present
UBS June 2004 - September 2009
Merrill Lynch December 1997 - June 2004
Education
University of Southern California 1979 — 1983
BA, Political Science
Morgan Stanley Smith Barney October 2009 - Present
UBS June 2004 - Present
UBS June 2004 - September 2009
Merrill Lynch December 1997 - June 2004
Education
University of Southern California 1979 — 1983
BA, Political Science
Jessi Swaim's Morgan Stanley Smith Barney Experience June 2010 - September 2011
Job Portfolio Associate at Harris Associates
Industry Financial Services
Experience
Harris Associates November 2013 - Present
J.P. Morgan September 2011 - November 2013
Morgan Stanley Smith Barney June 2010 - September 2011
Morgan Stanley Smith Barney August 2009 - August 2010
Morgan Stanley Smith Barney July 2007 - August 2009
Skills
Series 66, Series 7, 401k Rollovers, Municipal Bonds, ETFs, IRAs, Bonds, Hedge Funds, Options, Thompson One, Uniform Combined State...
Education
University of South Carolina-Columbia 2003 — 2007
Bachelor of Arts (BA), Psychology, Religious Studies
Ames High 1999 — 2003
Harris Associates November 2013 - Present
J.P. Morgan September 2011 - November 2013
Morgan Stanley Smith Barney June 2010 - September 2011
Morgan Stanley Smith Barney August 2009 - August 2010
Morgan Stanley Smith Barney July 2007 - August 2009
Skills
Series 66, Series 7, 401k Rollovers, Municipal Bonds, ETFs, IRAs, Bonds, Hedge Funds, Options, Thompson One, Uniform Combined State...
Education
University of South Carolina-Columbia 2003 — 2007
Bachelor of Arts (BA), Psychology, Religious Studies
Ames High 1999 — 2003
Rory Beaco's Morgan Stanley Smith Barney Experience April 2007 - October 2009
Job Financial Specialist
Industry Financial Services
Experience
PNC July 2013 - Present
Brown Greer, PLC May 2012 - July 2013
New York Life Insurance Company October 2009 - May 2012
Morgan Stanley Smith Barney April 2007 - October 2009
Skills
Nonprofits, Retirement Planning, IRAs, Estate Planning, Finance, Financial Services, Leadership Development, 401k Rollovers, Series 63, Long Term Care Insurance, Strategic Financial..., Disability Insurance, Investments, Insurance, Mutual Funds, Financial Planning, Leadership, Customer Service, Microsoft Office, Public Speaking
Education
University of South Alabama 1995 — 2001
Bachelors, History/Pre-Law
University of South Alabama 1995 — 2001
Bachelor of Arts (B.A.), History Pre-Law
PNC July 2013 - Present
Brown Greer, PLC May 2012 - July 2013
New York Life Insurance Company October 2009 - May 2012
Morgan Stanley Smith Barney April 2007 - October 2009
Skills
Nonprofits, Retirement Planning, IRAs, Estate Planning, Finance, Financial Services, Leadership Development, 401k Rollovers, Series 63, Long Term Care Insurance, Strategic Financial..., Disability Insurance, Investments, Insurance, Mutual Funds, Financial Planning, Leadership, Customer Service, Microsoft Office, Public Speaking
Education
University of South Alabama 1995 — 2001
Bachelors, History/Pre-Law
University of South Alabama 1995 — 2001
Bachelor of Arts (B.A.), History Pre-Law
Karen Ricardo's Morgan Stanley Smith Barney Experience Administrative CoordinatorCiti2006 - 2009
Job Administrative Coordinator at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney Administrative CoordinatorCiti2006 - 2009
Skills
Outlook, Expense Management, Spreadsheets, Administrative..., Microsoft Excel, Travel Arrangements, Concur, Photoshop, Event Planning, Expenses, Customer Service, Access, Accounts Payable, Accounts Receivable, Hospitality, SAS, SPSS, P2P, FileMaker, QuickBooks, SQL, PeopleSoft, Executive Support, Sales, Research, Microsoft Office, Social Networking, Writing
Education
University of South Florida 1999 — 2001
Master of Business Administration (MBA)
University of South Florida 1992 — 1996
Bachelor of Arts (BA), Psychology
Morgan Stanley Smith Barney Administrative CoordinatorCiti2006 - 2009
Skills
Outlook, Expense Management, Spreadsheets, Administrative..., Microsoft Excel, Travel Arrangements, Concur, Photoshop, Event Planning, Expenses, Customer Service, Access, Accounts Payable, Accounts Receivable, Hospitality, SAS, SPSS, P2P, FileMaker, QuickBooks, SQL, PeopleSoft, Executive Support, Sales, Research, Microsoft Office, Social Networking, Writing
Education
University of South Florida 1999 — 2001
Master of Business Administration (MBA)
University of South Florida 1992 — 1996
Bachelor of Arts (BA), Psychology
Davis Moise's Morgan Stanley Smith Barney Experience June 1993 - Present
Job Senior Vice President/Wealth Manager at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 1993 - Present
Skills
Wealth Management, Retirement Planning, Series 7, Investment Advisory, Strategic Financial..., Investments, Asset Allocation, Mutual Funds, Portfolio Management, Estate Planning, Investment Strategies, Retirement, Wealth Management..., Business Development, Wealth, Series 65, Alternative Investments
Education
University of South Carolina - The Moore School of Business 1991 — 1993
MBA, financial services
University of South Carolina-Columbia 1987 — 1991
Bachelor of Science (BS), Business Administration, Finance
Morgan Stanley Smith Barney June 1993 - Present
Skills
Wealth Management, Retirement Planning, Series 7, Investment Advisory, Strategic Financial..., Investments, Asset Allocation, Mutual Funds, Portfolio Management, Estate Planning, Investment Strategies, Retirement, Wealth Management..., Business Development, Wealth, Series 65, Alternative Investments
Education
University of South Carolina - The Moore School of Business 1991 — 1993
MBA, financial services
University of South Carolina-Columbia 1987 — 1991
Bachelor of Science (BS), Business Administration, Finance
Vadim Zakiyan's Morgan Stanley Smith Barney Experience February 2011 - June 2011
Job Business Operations at Upland Software
Industry Computer Software
Experience
Upland Software May 2015 - Present
Zuora March 2013 - May 2015
Zuora, Inc. January 2012 - March 2013
J.P. Morgan Securities June 2011 - January 2012
Morgan Stanley Smith Barney February 2011 - June 2011
JPMorgan Securities May 2010 - August 2010
Skills
Salesforce.com, SaaS, Enterprise Software, Cloud Computing, Microsoft Excel, Zuora, Bloomberg, DocuSign, Xactly Incent
Education
University of San Francisco - Masagung Graduate School of Management 2011 — 2013
Master of Business Administration (MBA)
University of San Francisco 2007 — 2011
B.A, Economics
Upland Software May 2015 - Present
Zuora March 2013 - May 2015
Zuora, Inc. January 2012 - March 2013
J.P. Morgan Securities June 2011 - January 2012
Morgan Stanley Smith Barney February 2011 - June 2011
JPMorgan Securities May 2010 - August 2010
Skills
Salesforce.com, SaaS, Enterprise Software, Cloud Computing, Microsoft Excel, Zuora, Bloomberg, DocuSign, Xactly Incent
Education
University of San Francisco - Masagung Graduate School of Management 2011 — 2013
Master of Business Administration (MBA)
University of San Francisco 2007 — 2011
B.A, Economics
Thomas J. Soden's Morgan Stanley Smith Barney Experience 1974 - Present
Job Senior Vice President Wealth Management at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 1974 - Present
Skills
Wealth Management, Series 7
Education
University of San Francisco 1965 — 1969
Economics
Morgan Stanley Smith Barney 1974 - Present
Skills
Wealth Management, Series 7
Education
University of San Francisco 1965 — 1969
Economics
Nikole Sideropoulos's Morgan Stanley Smith Barney Experience May 2009 - August 2009
Job Senior Research Manager at Bovitz, Inc.
Industry Market Research
Experience
Bovitz, Inc. September 2015 - Present
Bovitz, Inc. September 2014 - Present
Bovitz, Inc. August 2013 - Present
Bovitz, Inc. August 2012 - July 2013
Bovitz, Inc. August 2011 - July 2012
University of Southern California May 2010 - May 2011
Morgan Stanley Smith Barney May 2009 - August 2009
3 Ring Circus May 2008 - August 2008
Skills
SPSS, Analysis, Data Collection, Qualitative Research, Data Analysis, Market Research, Social Media, Marketing Research, Research, Quantitative Research, Social Media Marketing, Spanish, Customer Insight, Focus Groups, Survey Design, PowerPoint, Social Networking
Education
University of Southern California 2007 — 2011
B.A., Psychology, Business Administration
Mayfield Senior School 2003 — 2007
Bovitz, Inc. September 2015 - Present
Bovitz, Inc. September 2014 - Present
Bovitz, Inc. August 2013 - Present
Bovitz, Inc. August 2012 - July 2013
Bovitz, Inc. August 2011 - July 2012
University of Southern California May 2010 - May 2011
Morgan Stanley Smith Barney May 2009 - August 2009
3 Ring Circus May 2008 - August 2008
Skills
SPSS, Analysis, Data Collection, Qualitative Research, Data Analysis, Market Research, Social Media, Marketing Research, Research, Quantitative Research, Social Media Marketing, Spanish, Customer Insight, Focus Groups, Survey Design, PowerPoint, Social Networking
Education
University of Southern California 2007 — 2011
B.A., Psychology, Business Administration
Mayfield Senior School 2003 — 2007
Ric Estrella's Morgan Stanley Smith Barney Experience July 2007 - July 2011
Job Software Engineer at Montefiore IT
Industry Management Consulting
Experience
Montefiore Information Technology October 2012 - Present
Accenture June 2007 - August 2011
Morgan Stanley Smith Barney July 2007 - July 2011
Education
University of Santo Tomas 1987 — 1992
B.S. Electrical Engineering
Montefiore Information Technology October 2012 - Present
Accenture June 2007 - August 2011
Morgan Stanley Smith Barney July 2007 - July 2011
Education
University of Santo Tomas 1987 — 1992
B.S. Electrical Engineering
Nancy Harrington's Morgan Stanley Smith Barney Experience 1987 - 1989
Job Teacher at MiamiDade County Public Schools
Industry Education Management
Experience
Miami-Dade County Public Schools 1989 - Present
Morgan Stanley Smith Barney 1987 - 1989
J. B. Hanauer & Co. 1983 - 1987
Skills
Elementary Education, Curriculum Development, Teacher Training, Special Education, ESL, Lesson Planning, Educational Leadership, Social Studies, Differentiated..., Educational Technology, RTI, Staff Development, Literacy, K-12, Language Arts, Curriculum Mapping, Teaching, Classroom, Classroom Management, Curriculum Design, Instructional Technology, Professional Learning..., Reading Intervention, Secondary Education, Teaching Reading, Tutoring, Smartboard, Gifted Education
Education
University of South Florida 1970 — 1974
Bachelor of Science (BS), Elementary Education
Miami-Dade County Public Schools 1989 - Present
Morgan Stanley Smith Barney 1987 - 1989
J. B. Hanauer & Co. 1983 - 1987
Skills
Elementary Education, Curriculum Development, Teacher Training, Special Education, ESL, Lesson Planning, Educational Leadership, Social Studies, Differentiated..., Educational Technology, RTI, Staff Development, Literacy, K-12, Language Arts, Curriculum Mapping, Teaching, Classroom, Classroom Management, Curriculum Design, Instructional Technology, Professional Learning..., Reading Intervention, Secondary Education, Teaching Reading, Tutoring, Smartboard, Gifted Education
Education
University of South Florida 1970 — 1974
Bachelor of Science (BS), Elementary Education
Pirro Emilia's Morgan Stanley Smith Barney Experience December 1998 - August 2006
Job Financial Advisor at MorganStanley SmithBarney LLC
Industry Financial Services
Experience
MorganStanley SmithBarney LLC June 2010 - Present
US Trust Bank of America August 2006 - June 2012
Morgan Stanley Smith Barney December 1998 - August 2006
Education
University of Southern California 1975 — 1979
Bachelor of Science (B.S.), Finance, General
MorganStanley SmithBarney LLC June 2010 - Present
US Trust Bank of America August 2006 - June 2012
Morgan Stanley Smith Barney December 1998 - August 2006
Education
University of Southern California 1975 — 1979
Bachelor of Science (B.S.), Finance, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.