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
Justin Witcoff Justin Witcoff's Morgan Stanley Smith Barney Experience May 2009 - August 2009
Job Sales at Dropbox
Industry Marketing and Advertising
Experience
Dropbox June 2015 - Present
Dropbox January 2015 - June 2015
Yelp January 2013 - January 2015
OneWire June 2012 - December 2012
MTV Networks June 2011 - August 2011
RedBalloon October 2010 - December 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Salesforce.com, Corporate Sales..., SaaS, B2B software, Sales, Sales Management, Sales Process, Microsoft Office, Writing, Critical Thinking, Problem Solving, Retail Replenishment, Inventory Planning, Communication, Wordpress, Social Media, Product Development, Social Media Marketing, Microsoft Excel, PowerPoint
Education
Bucknell University 2008 — 2012
B.S.B.A., Business Management & Administration
Boston University 2010 — 2010
Boston University Sydney Internship Program
New Trier Township High School 2004 — 2008
Dropbox June 2015 - Present
Dropbox January 2015 - June 2015
Yelp January 2013 - January 2015
OneWire June 2012 - December 2012
MTV Networks June 2011 - August 2011
RedBalloon October 2010 - December 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Salesforce.com, Corporate Sales..., SaaS, B2B software, Sales, Sales Management, Sales Process, Microsoft Office, Writing, Critical Thinking, Problem Solving, Retail Replenishment, Inventory Planning, Communication, Wordpress, Social Media, Product Development, Social Media Marketing, Microsoft Excel, PowerPoint
Education
Bucknell University 2008 — 2012
B.S.B.A., Business Management & Administration
Boston University 2010 — 2010
Boston University Sydney Internship Program
New Trier Township High School 2004 — 2008
Kyle Holdridge Kyle Holdridge's Morgan Stanley Smith Barney Experience May 2007 - January 2008
Job Key Account Manager Aerial/Rental Segment: Terex Services
Industry Machinery
Experience
Terex Corporation March 2014 - Present
Terex November 2010 - February 2014
Terex July 2009 - November 2010
Massachusetts Division of Banks June 2008 - September 2008
Inside Government March 2008 - May 2008
Morgan Stanley Smith Barney May 2007 - January 2008
Skills
Data Analysis, Business Process..., Business Intelligence, Financial Modeling, Customer Service, Cross-functional Team..., Risk Management
Education
Boston University 2005 — 2009
Bachelors of Arts:, Economics, Political Science-Comparative Politics
Terex Corporation March 2014 - Present
Terex November 2010 - February 2014
Terex July 2009 - November 2010
Massachusetts Division of Banks June 2008 - September 2008
Inside Government March 2008 - May 2008
Morgan Stanley Smith Barney May 2007 - January 2008
Skills
Data Analysis, Business Process..., Business Intelligence, Financial Modeling, Customer Service, Cross-functional Team..., Risk Management
Education
Boston University 2005 — 2009
Bachelors of Arts:, Economics, Political Science-Comparative Politics
James Wing James Wing's Morgan Stanley Smith Barney Experience March 2008 - August 2010
Job Managing Director, North America, at Man Investments
Industry Investment Management
Experience
Man Investments August 2010 - Present
Morgan Stanley Smith Barney March 2008 - August 2010
Skills
Asset Management, Alternative Investments, Hedge Funds, Series 7, Investment Advisory, Managed Futures, Private Equity, Fund Of Funds, Real Estate, Portfolio Management, Investment Management, Investments, Mutual Funds, ETFs, Asset Allocation
Education
Northwestern University - Kellogg School of Management 1991 — 1994
MBA, Marketing & Finance
Bowdoin College
Bachelor of Arts, Economics & Chemistry
Man Investments August 2010 - Present
Morgan Stanley Smith Barney March 2008 - August 2010
Skills
Asset Management, Alternative Investments, Hedge Funds, Series 7, Investment Advisory, Managed Futures, Private Equity, Fund Of Funds, Real Estate, Portfolio Management, Investment Management, Investments, Mutual Funds, ETFs, Asset Allocation
Education
Northwestern University - Kellogg School of Management 1991 — 1994
MBA, Marketing & Finance
Bowdoin College
Bachelor of Arts, Economics & Chemistry
Elena Coppola's Morgan Stanley Smith Barney Experience October 2011 - August 2014
Job US HR Business Manager, Bank of Ireland
Industry Human Resources
Experience
Morgan Stanley Smith Barney October 2011 - August 2014
Citigroup Asset Management 2000 - 2005
International Paper 1999 - 2000
Bristol-Myers Squibb 1998 - 1999
Skills
Employee Relations, Performance Management, Restructuring, Deferred Compensation, Training, Recruiting, Human Resources, Personnel Management, Leadership
Education
Brandeis University 1994 — 1996
MA, Sociology
Boston College 1990 — 1994
BA, Sociology
Morgan Stanley Smith Barney October 2011 - August 2014
Citigroup Asset Management 2000 - 2005
International Paper 1999 - 2000
Bristol-Myers Squibb 1998 - 1999
Skills
Employee Relations, Performance Management, Restructuring, Deferred Compensation, Training, Recruiting, Human Resources, Personnel Management, Leadership
Education
Brandeis University 1994 — 1996
MA, Sociology
Boston College 1990 — 1994
BA, Sociology
Julia Krakow Julia Krakow's Morgan Stanley Smith Barney Experience May 2011 - August 2011
Job Senior Associate at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual June 2013 - Present
Eaton Vance June 2012 - May 2013
Nordstrom June 2011 - August 2011
Morgan Stanley Smith Barney May 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Research, Microsoft Word, Morningstar Direct, Zephyr Style Advisor, Bloomberg, ERS
Education
Boston College 2009 — 2013
Bachelor of Arts (B.A.), Mathematics
University College Cork 2012 — 2012
Liberty Mutual June 2013 - Present
Eaton Vance June 2012 - May 2013
Nordstrom June 2011 - August 2011
Morgan Stanley Smith Barney May 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Research, Microsoft Word, Morningstar Direct, Zephyr Style Advisor, Bloomberg, ERS
Education
Boston College 2009 — 2013
Bachelor of Arts (B.A.), Mathematics
University College Cork 2012 — 2012
Lonie Kim Lonie Kim's Morgan Stanley Smith Barney Experience March 2008 - May 2010
Job Associate Counsel at U.S. Department of Health and Human Services, Office of Inspector General
Industry Law Practice
Experience
Office of Counsel to the Inspector General, U.S. Department of Health & Human Services June 2014 - Present
Office of Counsel to the Inspector General, U.S. Department of Health & Human Services January 2014 - June 2014
Boston University School of Law, Civil Litigation Clinic September 2012 - May 2013
United States District Court, Eastern Division of California May 2012 - August 2012
Bagdoian Law June 2011 - August 2011
Private Tutor January 2009 - May 2010
Morgan Stanley Smith Barney March 2008 - May 2010
Credit Union for Berkeley Students January 2007 - January 2008
Skills
Hearings, Trials, Civil Litigation, Criminal Law, Appeals, Legal Writing, Litigation, Microsoft Office
Education
Boston University School of Law 2010 — 2013
Doctor of Law (JD)
University of California, Berkeley 2006 — 2010
Bachelor of Arts (BA), Political Science
Office of Counsel to the Inspector General, U.S. Department of Health & Human Services June 2014 - Present
Office of Counsel to the Inspector General, U.S. Department of Health & Human Services January 2014 - June 2014
Boston University School of Law, Civil Litigation Clinic September 2012 - May 2013
United States District Court, Eastern Division of California May 2012 - August 2012
Bagdoian Law June 2011 - August 2011
Private Tutor January 2009 - May 2010
Morgan Stanley Smith Barney March 2008 - May 2010
Credit Union for Berkeley Students January 2007 - January 2008
Skills
Hearings, Trials, Civil Litigation, Criminal Law, Appeals, Legal Writing, Litigation, Microsoft Office
Education
Boston University School of Law 2010 — 2013
Doctor of Law (JD)
University of California, Berkeley 2006 — 2010
Bachelor of Arts (BA), Political Science
Brad Vocino's Morgan Stanley Smith Barney Experience 2008 - 2009
Job Mortgage Loan Officer NMLS # 351606 at PMAC Lending Services Inc.
Industry Real Estate
Experience
PMAC Lending Services Inc. January 2014 - Present
Reliant Mortgage Company - NMLS # 1888 January 2011 - December 2013
Bank of America 2009 - 2010
Morgan Stanley Smith Barney 2008 - 2009
Skills
Refinance, Mortgage Lending, Customer Service, USDA, Loans, Mortgage Banking, FHA, Sales Management, Loan Origination, FHA financing, Residential Mortgages, VA loans, Finance, Reverse Mortgages, Certified Mortgage...
Education
Boston University 1998 — 2002
BA, Economics
PMAC Lending Services Inc. January 2014 - Present
Reliant Mortgage Company - NMLS # 1888 January 2011 - December 2013
Bank of America 2009 - 2010
Morgan Stanley Smith Barney 2008 - 2009
Skills
Refinance, Mortgage Lending, Customer Service, USDA, Loans, Mortgage Banking, FHA, Sales Management, Loan Origination, FHA financing, Residential Mortgages, VA loans, Finance, Reverse Mortgages, Certified Mortgage...
Education
Boston University 1998 — 2002
BA, Economics
Joe Thomason, CFA's Morgan Stanley Smith Barney Experience May 2009 - August 2009
Job AVP, Private Wealth AnalystInvestments
Industry Investment Management
Experience
Merrill Lynch Private Banking and Investment Group June 2011 - Present
Western Asset Management July 2010 - June 2011
Morgan Stanley Smith Barney May 2009 - August 2009
Education
Boston College 2006 — 2010
Finance
Loyola High School 2002 — 2006
Merrill Lynch Private Banking and Investment Group June 2011 - Present
Western Asset Management July 2010 - June 2011
Morgan Stanley Smith Barney May 2009 - August 2009
Education
Boston College 2006 — 2010
Finance
Loyola High School 2002 — 2006
Chris Malay Chris Malay's Morgan Stanley Smith Barney Experience July 2008 - January 2009
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2009 - Present
Morgan Stanley Smith Barney July 2008 - January 2009
Skills
Series 7, Series 63, Mutual Funds, Investments, Wealth Management, Equities, Financial Analysis, Alternative Investments, Financial Modeling
Education
Boston College 2004 — 2008
B.S., Carroll School of Management
Università Commerciale 'Luigi Bocconi' 2007 — 2007
Georgetown Preparatory School 2000 — 2004
Wells Fargo Advisors, LLC January 2009 - Present
Morgan Stanley Smith Barney July 2008 - January 2009
Skills
Series 7, Series 63, Mutual Funds, Investments, Wealth Management, Equities, Financial Analysis, Alternative Investments, Financial Modeling
Education
Boston College 2004 — 2008
B.S., Carroll School of Management
Università Commerciale 'Luigi Bocconi' 2007 — 2007
Georgetown Preparatory School 2000 — 2004
Sam Hanson's Morgan Stanley Smith Barney Experience September 2009 - January 2010
Job Annapurna Pictures
Industry Entertainment
Experience
Annapurna Pictures November 2014 - Present
Westside Children's Center January 2014 - Present
HBO October 2012 - November 2014
www.WorkingBug.com August 2012 - October 2012
Rompbomp January 2012 - August 2012
Bowdoin College August 2011 - May 2012
HBO May 2011 - August 2011
Morgan Stanley Smith Barney September 2009 - January 2010
Camp Kieve May 2009 - August 2009
Target Co January 2009 - May 2009
Skills
Editing, Social Media Marketing, Digital Media, Marketing, Public Speaking, Film, Research, Social Media, Writing, Event Planning, Microsoft Office, Creative Direction, Storytelling, Publishing, Photoshop, SEO
Education
Bowdoin College 2007 — 2012
Bachelors, English; Economics
Johns Hopkins University 2008 — 2008
English; Economics
Deerfield Academy 2004 — 2007
High School
Belmont Hill School 2002 — 2004
Middle School
Annapurna Pictures November 2014 - Present
Westside Children's Center January 2014 - Present
HBO October 2012 - November 2014
www.WorkingBug.com August 2012 - October 2012
Rompbomp January 2012 - August 2012
Bowdoin College August 2011 - May 2012
HBO May 2011 - August 2011
Morgan Stanley Smith Barney September 2009 - January 2010
Camp Kieve May 2009 - August 2009
Target Co January 2009 - May 2009
Skills
Editing, Social Media Marketing, Digital Media, Marketing, Public Speaking, Film, Research, Social Media, Writing, Event Planning, Microsoft Office, Creative Direction, Storytelling, Publishing, Photoshop, SEO
Education
Bowdoin College 2007 — 2012
Bachelors, English; Economics
Johns Hopkins University 2008 — 2008
English; Economics
Deerfield Academy 2004 — 2007
High School
Belmont Hill School 2002 — 2004
Middle School
Joy Pascoe Joy Pascoe's Morgan Stanley Smith Barney Experience July 2008 - April 2013
Job Senior Wealth Strategy Associate at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services April 2013 - Present
Morgan Stanley Smith Barney July 2008 - April 2013
McGohan Brabender January 2007 - December 2007
Self-Employed January 2003 - December 2007
United Health Care May 1986 - March 2002
Education
Bowling Green State University 1979 — 1982
UBS Financial Services April 2013 - Present
Morgan Stanley Smith Barney July 2008 - April 2013
McGohan Brabender January 2007 - December 2007
Self-Employed January 2003 - December 2007
United Health Care May 1986 - March 2002
Education
Bowling Green State University 1979 — 1982
Rogan Donelly's Morgan Stanley Smith Barney Experience June 2006 - August 2006
Job Principal at Tervis
Industry Consumer Goods
Experience
KENT School February 2014 - Present
ARAND, L.L.C., January 2011 - Present
Tervis Tumbler May 2009 - Present
The Boys of Abu Ghraib June 2011 - June 2011
Bank of America June 2007 - August 2007
Morgan Stanley Smith Barney June 2006 - August 2006
Skills
Financial Analysis, Forecasting, Licensing, Management, Strategic Planning, Social Media, Microsoft Excel, Marketing Strategy, Microsoft Office, Marketing, Mergers & Acquisitions, Negotiation
Education
Bowdoin College 2004 — 2008
KENT School February 2014 - Present
ARAND, L.L.C., January 2011 - Present
Tervis Tumbler May 2009 - Present
The Boys of Abu Ghraib June 2011 - June 2011
Bank of America June 2007 - August 2007
Morgan Stanley Smith Barney June 2006 - August 2006
Skills
Financial Analysis, Forecasting, Licensing, Management, Strategic Planning, Social Media, Microsoft Excel, Marketing Strategy, Microsoft Office, Marketing, Mergers & Acquisitions, Negotiation
Education
Bowdoin College 2004 — 2008
Andrew Roskill Andrew Roskill's Morgan Stanley Smith Barney Experience June 1996 - April 1998
Job CEO at BiblioLabs
Industry Computer Software
Experience
BiblioLabs July 2007 - Present
Amazon April 2005 - October 2006
BookSurge July 2003 - April 2005
UBS August 1998 - August 2002
Credit Suisse April 1998 - August 1998
Morgan Stanley Smith Barney June 1996 - April 1998
Alex. Brown & Sons March 1995 - June 1996
Microsoft July 1993 - March 1995
Computervision May 1989 - June 1993
Skills
Venture Capital, Strategic Partnerships, Strategy, Mergers & Acquisitions, Business Development, Enterprise Software, E-commerce, Due Diligence, Business Planning, Investments, Management, Investment Banking, Leadership, Strategic Planning, CRM, IPO, Finance, Equity Research, Derivatives, Trading, Start-ups, Corporate Development, Mergers, Executive Management, Marketing, Forecasting, Strategic Financial..., Entrepreneurship, Private Equity, Competitive Analysis, Publishing, Market Research, Mobile Devices, Valuation, B2B, Analytics, Business Strategy, Financial Modeling, International Business, Financial Planning
Education
Boston University - School of Management 1987 — 1989
Master of Business Administration
Alliance Française, Paris France 1986 — 1987
Diplôme de Langue Supérieur, French
Purchase College, SUNY 1981 — 1985
Bachelor of Arts, Literature
BiblioLabs July 2007 - Present
Amazon April 2005 - October 2006
BookSurge July 2003 - April 2005
UBS August 1998 - August 2002
Credit Suisse April 1998 - August 1998
Morgan Stanley Smith Barney June 1996 - April 1998
Alex. Brown & Sons March 1995 - June 1996
Microsoft July 1993 - March 1995
Computervision May 1989 - June 1993
Skills
Venture Capital, Strategic Partnerships, Strategy, Mergers & Acquisitions, Business Development, Enterprise Software, E-commerce, Due Diligence, Business Planning, Investments, Management, Investment Banking, Leadership, Strategic Planning, CRM, IPO, Finance, Equity Research, Derivatives, Trading, Start-ups, Corporate Development, Mergers, Executive Management, Marketing, Forecasting, Strategic Financial..., Entrepreneurship, Private Equity, Competitive Analysis, Publishing, Market Research, Mobile Devices, Valuation, B2B, Analytics, Business Strategy, Financial Modeling, International Business, Financial Planning
Education
Boston University - School of Management 1987 — 1989
Master of Business Administration
Alliance Française, Paris France 1986 — 1987
Diplôme de Langue Supérieur, French
Purchase College, SUNY 1981 — 1985
Bachelor of Arts, Literature
Megan Kelly's Morgan Stanley Smith Barney Experience May 2010 - June 2010
Job Investment Risk Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management July 2012 - Present
Eaton Vance May 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - June 2010
Skills
Spanish, Microsoft Office, Haver Analytics, Bloomberg, FactSet, BarraOne
Education
Bowdoin College 2008 — 2012
BA, Economics, Spanish
Universidad de Granada 2010 — 2010
Economics, Spanish
CFA Program
Wellington Management July 2012 - Present
Eaton Vance May 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - June 2010
Skills
Spanish, Microsoft Office, Haver Analytics, Bloomberg, FactSet, BarraOne
Education
Bowdoin College 2008 — 2012
BA, Economics, Spanish
Universidad de Granada 2010 — 2010
Economics, Spanish
CFA Program
Daniella Kaye's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Auditor at Deloitte & Touche
Industry Accounting
Experience
Deloitte & Touche October 2012 - Present
Deloitte & Touche June 2011 - October 2012
Boston University September 2010 - December 2010
Neurometrix, Inc May 2010 - September 2010
Boston University May 2009 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Financial Analysis, Financial Reporting, Competitive Analysis, Auditing, Finance, Accounting, Tax, Market Research, Research, Internal Controls, Financial Accounting
Education
Boston University - School of Management 2007 — 2012
Bachelor of Science in Business Administration (BSBA), Accounting, Finance
Deloitte & Touche October 2012 - Present
Deloitte & Touche June 2011 - October 2012
Boston University September 2010 - December 2010
Neurometrix, Inc May 2010 - September 2010
Boston University May 2009 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Financial Analysis, Financial Reporting, Competitive Analysis, Auditing, Finance, Accounting, Tax, Market Research, Research, Internal Controls, Financial Accounting
Education
Boston University - School of Management 2007 — 2012
Bachelor of Science in Business Administration (BSBA), Accounting, Finance
Benjamin Boyd's Morgan Stanley Smith Barney Experience September 2011 - December 2011
Job Supervisor at McMasterCarr
Industry Logistics and Supply Chain
Experience
McMaster-Carr May 2014 - Present
Homrich Berg May 2012 - March 2014
Modern Real Estate Inc November 2010 - May 2013
J.P. Morgan September 2012 - January 2013
Morgan Stanley Smith Barney September 2011 - December 2011
State Financial Services March 2011 - September 2011
Ross & Company June 2011 - August 2011
Sterling Insurance, A Windsor Health Group Company May 2010 - August 2010
Skills
Financial Analysis, Investments, Financial Modeling, Bloomberg Terminal, Strategic Financial..., Valuation, Asset Allocation, Microsoft Excel, Wealth Management, Portfolio Management, Investment Management, Retirement Planning, PowerPoint, DCF, Asset Managment, Bloomberg, Microsoft Office, Equity Research
Education
Boston University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
The Harvey School 2007 — 2009
HS Diploma
McMaster-Carr May 2014 - Present
Homrich Berg May 2012 - March 2014
Modern Real Estate Inc November 2010 - May 2013
J.P. Morgan September 2012 - January 2013
Morgan Stanley Smith Barney September 2011 - December 2011
State Financial Services March 2011 - September 2011
Ross & Company June 2011 - August 2011
Sterling Insurance, A Windsor Health Group Company May 2010 - August 2010
Skills
Financial Analysis, Investments, Financial Modeling, Bloomberg Terminal, Strategic Financial..., Valuation, Asset Allocation, Microsoft Excel, Wealth Management, Portfolio Management, Investment Management, Retirement Planning, PowerPoint, DCF, Asset Managment, Bloomberg, Microsoft Office, Equity Research
Education
Boston University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
The Harvey School 2007 — 2009
HS Diploma
Andrew Tichenor, CPA Andrew Tichenor, CPA's Morgan Stanley Smith Barney Experience 2003 - 2003
Job Staff Accountant at Liquidity Services
Industry Accounting
Experience
Liquidity Services, Inc October 2013 - Present
GCE 2011 - 2013
Kettler, Inc. 2010 - 2011
Grossberg Company LLP 2009 - 2010
United States Chess Federation 2008 - 2009
PwC 2007 - 2008
Legg Mason 2004 - 2006
Morgan Stanley Smith Barney 2003 - 2003
Skills
Accounting, Auditing, GAAP, CPA, Financial Reporting, Corporate Finance, Microsoft Excel, Leadership, Internal Controls, Managerial Finance, Finance, Tax, Budgets, Financial Analysis, Financial Accounting, PowerPoint, Microsoft Office, Microsoft Word, Teamwork, Training, Strategy, Sarbanes-Oxley Act
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2007
MSA, Accounting
Bucknell University 2000 — 2004
BSBA, Business Management
Severn High School 1996 — 2000
Graduate Degree, General Studies, 3.33
Liquidity Services, Inc October 2013 - Present
GCE 2011 - 2013
Kettler, Inc. 2010 - 2011
Grossberg Company LLP 2009 - 2010
United States Chess Federation 2008 - 2009
PwC 2007 - 2008
Legg Mason 2004 - 2006
Morgan Stanley Smith Barney 2003 - 2003
Skills
Accounting, Auditing, GAAP, CPA, Financial Reporting, Corporate Finance, Microsoft Excel, Leadership, Internal Controls, Managerial Finance, Finance, Tax, Budgets, Financial Analysis, Financial Accounting, PowerPoint, Microsoft Office, Microsoft Word, Teamwork, Training, Strategy, Sarbanes-Oxley Act
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2007
MSA, Accounting
Bucknell University 2000 — 2004
BSBA, Business Management
Severn High School 1996 — 2000
Graduate Degree, General Studies, 3.33
Daniel Lewin Daniel Lewin's Morgan Stanley Smith Barney Experience April 2006 - March 2009
Job UBS
Industry Financial Services
Experience
UBS March 2009 - Present
Morgan Stanley Smith Barney April 2006 - March 2009
Merrill Lynch March 2004 - March 2006
Education
Boston College - Carroll School of Management 1996 — 1999
Bachelor's degree, Finance
Rutgers University 1995 — 1996
Bachelor of Arts (B.A.), Political Science
UBS March 2009 - Present
Morgan Stanley Smith Barney April 2006 - March 2009
Merrill Lynch March 2004 - March 2006
Education
Boston College - Carroll School of Management 1996 — 1999
Bachelor's degree, Finance
Rutgers University 1995 — 1996
Bachelor of Arts (B.A.), Political Science
Ronnie Puzon Ronnie Puzon's Morgan Stanley Smith Barney Experience 1994 - 1998
Job Broker Owner of RE/MAX Trinity
Industry Real Estate
Experience
RE/MAX Trinity July 2007 - Present
WealthForge, LLC. February 2013 - April 2014
Instinet June 2007 - October 2012
A.G. Edwards May 2003 - June 2007
Credit Lyonnais Securities 2000 - 2003
Investment Technology Group (ITG) 1998 - 2000
Morgan Stanley Smith Barney 1994 - 1998
Education
Northeastern University 1989 — 1994
Boston Latin School 1983 — 1989
RE/MAX Trinity July 2007 - Present
WealthForge, LLC. February 2013 - April 2014
Instinet June 2007 - October 2012
A.G. Edwards May 2003 - June 2007
Credit Lyonnais Securities 2000 - 2003
Investment Technology Group (ITG) 1998 - 2000
Morgan Stanley Smith Barney 1994 - 1998
Education
Northeastern University 1989 — 1994
Boston Latin School 1983 — 1989
Leonard Nolan's Morgan Stanley Smith Barney Experience March 2006 - Present
Job Senior Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2006 - Present
Citigroup Smith Barney March 2000 - March 2006
Merrill Lynch March 1997 - March 2000
Education
Boston College 1969 — 1973
Bachelor of Science (B.S.), Accounting
Morgan Stanley Smith Barney March 2006 - Present
Citigroup Smith Barney March 2000 - March 2006
Merrill Lynch March 1997 - March 2000
Education
Boston College 1969 — 1973
Bachelor of Science (B.S.), Accounting
Rachel Cooper, MS Rachel Cooper, MS's Morgan Stanley Smith Barney Experience August 2005 - May 2007
Job Program Manager at Wellness Corporate Solutions, LLC
Industry Health, Wellness and Fitness
Experience
Wellness Corporate Solutions, LLC October 2014 - Present
Wellness Corporate Solutions, LLC January 2013 - October 2014
Wellness Corporate Solutions, LLC December 2011 - January 2013
Wellness Corporate Solutions, LLC August 2011 - December 2011
National Institutes of Health-National Institute of Alcohol Abuse and Alcoholism June 2010 - August 2010
American Composites Manufacturers Association May 2009 - August 2009
Free People March 2007 - August 2008
Morgan Stanley Smith Barney August 2005 - May 2007
Skills
Community Outreach, Public Relations, Social Media, Program Evaluation, Marketing, Research, Press Releases, Advertising, PowerPoint, Management
Education
Boston University 2013 — 2014
Master of Science (M.S.), Health Communication
University of Miami 2007 — 2011
Bachelor of Science, Communication Studies and Psychology
Wellness Corporate Solutions, LLC October 2014 - Present
Wellness Corporate Solutions, LLC January 2013 - October 2014
Wellness Corporate Solutions, LLC December 2011 - January 2013
Wellness Corporate Solutions, LLC August 2011 - December 2011
National Institutes of Health-National Institute of Alcohol Abuse and Alcoholism June 2010 - August 2010
American Composites Manufacturers Association May 2009 - August 2009
Free People March 2007 - August 2008
Morgan Stanley Smith Barney August 2005 - May 2007
Skills
Community Outreach, Public Relations, Social Media, Program Evaluation, Marketing, Research, Press Releases, Advertising, PowerPoint, Management
Education
Boston University 2013 — 2014
Master of Science (M.S.), Health Communication
University of Miami 2007 — 2011
Bachelor of Science, Communication Studies and Psychology
Kyle Riker's Morgan Stanley Smith Barney Experience June 2012 - July 2012
Job Research Analyst at JLL
Industry Financial Services
Experience
JLL June 2014 - Present
Jones Lang LaSalle June 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - July 2012
American Transit Insurance Co. June 2011 - August 2011
Skills
Strategic Thinking, Business Strategy, Fast Learner, Exceptional People..., Microsoft Office, Leadership, Strategic Planning, Team Leadership, Financial Analysis, Microsoft Excel, Data Analysis, PowerPoint, Microsoft Word, Entrepreneurship, Business Development, Time Management, Teamwork, Marketing, Social Media, Accounting, Finance, Financial Modeling, Project Planning, Budgets, Management, Marketing Strategy, Research
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2014
Bachelor of Science (BS), Finance
Bergen Catholic High School 2006 — 2010
Diploma, Finance, General
JLL June 2014 - Present
Jones Lang LaSalle June 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - July 2012
American Transit Insurance Co. June 2011 - August 2011
Skills
Strategic Thinking, Business Strategy, Fast Learner, Exceptional People..., Microsoft Office, Leadership, Strategic Planning, Team Leadership, Financial Analysis, Microsoft Excel, Data Analysis, PowerPoint, Microsoft Word, Entrepreneurship, Business Development, Time Management, Teamwork, Marketing, Social Media, Accounting, Finance, Financial Modeling, Project Planning, Budgets, Management, Marketing Strategy, Research
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2014
Bachelor of Science (BS), Finance
Bergen Catholic High School 2006 — 2010
Diploma, Finance, General
Victor Rothbardt Victor Rothbardt's Morgan Stanley Smith Barney Experience December 2004 - December 2011
Job Vice President of Business Development/Commercial Lending at The National Bank
Industry Banking
Experience
Triumph Community Bank January 2012 - Present
Morgan Stanley Smith Barney December 2004 - December 2011
Alter & Sons Incorporated 1974 - 2002
Skills
Business Development, Commercial Banking, Construction Loans, Business Loans, Commercial Lending, Finance, Loans, Credit, Small Business, Small Business Lending, Mortgage Lending, Portfolio Management, Credit Analysis, Underwriting, Loan Origination, Strategic Financial..., Lines Of Credit, Commercial Mortgages, Banking
Education
Bowling Green State University 1960 — 1964
Bachelor of Arts (B.A.), Political Science and Government
Bowling Green State University 1960 — 1964
Bachelor of Applied Science (BASc)
Triumph Community Bank January 2012 - Present
Morgan Stanley Smith Barney December 2004 - December 2011
Alter & Sons Incorporated 1974 - 2002
Skills
Business Development, Commercial Banking, Construction Loans, Business Loans, Commercial Lending, Finance, Loans, Credit, Small Business, Small Business Lending, Mortgage Lending, Portfolio Management, Credit Analysis, Underwriting, Loan Origination, Strategic Financial..., Lines Of Credit, Commercial Mortgages, Banking
Education
Bowling Green State University 1960 — 1964
Bachelor of Arts (B.A.), Political Science and Government
Bowling Green State University 1960 — 1964
Bachelor of Applied Science (BASc)
Jeffrey Gersten's Morgan Stanley Smith Barney Experience February 2002 - February 2009
Job Senior Vice President Wealth Management Senior Portfolio Manager
Industry Financial Services
Experience
UBS April 2014 - Present
UBS Financial Services March 2013 - Present
UBS Financial Services March 2009 - March 2013
Morgan Stanley Smith Barney February 2002 - February 2009
Merrill Lynch September 1998 - February 2002
Education
Boston University 1994 — 1998
Bachelor of Science
UBS April 2014 - Present
UBS Financial Services March 2013 - Present
UBS Financial Services March 2009 - March 2013
Morgan Stanley Smith Barney February 2002 - February 2009
Merrill Lynch September 1998 - February 2002
Education
Boston University 1994 — 1998
Bachelor of Science
Jim Caron Jim Caron's Morgan Stanley Smith Barney Experience July 2006 - Present
Job Managing Director at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2006 - Present
Merrill Lynch March 1997 - July 2006
Sanwa Bank January 1995 - March 1997
JPMorgan Chase July 1992 - January 1995
Skills
Fixed Income, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Derivatives, Equities, Financial Modeling, Hedge Funds, Investments, Options, Portfolio Management, Series 7, Valuation
Education
New York University, Stern School of Business 1999 — 2001
MBA, Finance
California Institute of Technology 1990 — 1992
BS, Aeronautical Engineering
Bowdoin College 1987 — 1991
BA, Physics
Morgan Stanley Smith Barney July 2006 - Present
Merrill Lynch March 1997 - July 2006
Sanwa Bank January 1995 - March 1997
JPMorgan Chase July 1992 - January 1995
Skills
Fixed Income, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Derivatives, Equities, Financial Modeling, Hedge Funds, Investments, Options, Portfolio Management, Series 7, Valuation
Education
New York University, Stern School of Business 1999 — 2001
MBA, Finance
California Institute of Technology 1990 — 1992
BS, Aeronautical Engineering
Bowdoin College 1987 — 1991
BA, Physics
Jonathan Bitting's Morgan Stanley Smith Barney Experience July 1999 - June 2010
Job Retired
Industry Financial Services
Experience
Getabout, Inc. July 2015 - Present
St. Mark's Episcopal Church January 2015 - Present
Society of Colonial Wars in the State of Connecticut May 2014 - Present
The Solaris Group, LLC January 2012 - March 2013
Morgan Stanley Smith Barney July 1999 - June 2010
Putnam Capital Alliance September 1998 - March 1999
Citibank November 1989 - September 1998
Bloomberg September 1987 - June 1989
Chase Manhattan Corporation September 1986 - May 1987
Kidder Peabody September 1980 - September 1986
Skills
New Business Development, Portfolio Management, Client Relationship, Mutual Funds, Asset Management, Investments, Investment Banking, Series 7, Bloomberg, Hedge Funds, Finance, Financial Analysis, Asset Managment, Banking, Alternative Investments, Equities, Start-ups, Fixed Income
Education
Boston University 1973 — 1978
BA, Latin American Economics
St. George's School Newport, RI
Getabout, Inc. July 2015 - Present
St. Mark's Episcopal Church January 2015 - Present
Society of Colonial Wars in the State of Connecticut May 2014 - Present
The Solaris Group, LLC January 2012 - March 2013
Morgan Stanley Smith Barney July 1999 - June 2010
Putnam Capital Alliance September 1998 - March 1999
Citibank November 1989 - September 1998
Bloomberg September 1987 - June 1989
Chase Manhattan Corporation September 1986 - May 1987
Kidder Peabody September 1980 - September 1986
Skills
New Business Development, Portfolio Management, Client Relationship, Mutual Funds, Asset Management, Investments, Investment Banking, Series 7, Bloomberg, Hedge Funds, Finance, Financial Analysis, Asset Managment, Banking, Alternative Investments, Equities, Start-ups, Fixed Income
Education
Boston University 1973 — 1978
BA, Latin American Economics
St. George's School Newport, RI
John Satterfield, CRPC®'s Morgan Stanley Smith Barney Experience February 2006 - January 2012
Job Director Client Relationships, V.P. Investment Planning at Stillwater Capital Advisors
Industry Financial Services
Experience
Stillwater Capital Advisors 2012 - Present
Morgan Stanley Smith Barney February 2006 - January 2012
Nexstar Broadcasting Group 2004 - 2005
CBS Television Stations/Viacom 2002 - 2004
CBS Television Stations/Viacom 2001 - 2003
Paramount Stations Group/Viacom 1997 - 2001
Paramount Stations Group/Viacom 1995 - 1997
Skills
Wealth Management, Financial Advisory, Investments, Alternative Investments, Asset Managment, Financial Planners, Investment Management, Portfolio Management, Series 63, Life Insurance, Finance, Asset Allocation, Mutual Funds, Retirement, Asset Management, Investment Strategies, Investment Advisory, Securities, Financial Analysis, Insurance, Equities, Strategic Financial..., Fixed Income, Bonds, 401k, High Net Worth..., IRAs, Financial Services, Relationship Management, Private Equity, Series 6, Series 7, Hedge Funds
Education
Boston University 1978 — 1982
B.A., Political Science, Philosophy
The Hill School 1976 — 1978
Hobart and William Smith Colleges
Stillwater Capital Advisors 2012 - Present
Morgan Stanley Smith Barney February 2006 - January 2012
Nexstar Broadcasting Group 2004 - 2005
CBS Television Stations/Viacom 2002 - 2004
CBS Television Stations/Viacom 2001 - 2003
Paramount Stations Group/Viacom 1997 - 2001
Paramount Stations Group/Viacom 1995 - 1997
Skills
Wealth Management, Financial Advisory, Investments, Alternative Investments, Asset Managment, Financial Planners, Investment Management, Portfolio Management, Series 63, Life Insurance, Finance, Asset Allocation, Mutual Funds, Retirement, Asset Management, Investment Strategies, Investment Advisory, Securities, Financial Analysis, Insurance, Equities, Strategic Financial..., Fixed Income, Bonds, 401k, High Net Worth..., IRAs, Financial Services, Relationship Management, Private Equity, Series 6, Series 7, Hedge Funds
Education
Boston University 1978 — 1982
B.A., Political Science, Philosophy
The Hill School 1976 — 1978
Hobart and William Smith Colleges
Perla Cardenas Perla Cardenas's Morgan Stanley Smith Barney Experience January 2009 - August 2009
Job JPMorgan Investment Bank Global Emerging Markets Latin America
Industry Financial Services
Experience
JPMorgan Chase 2010 - Present
ALPFA New York Chapter 2012 - 2013
The Talbots Inc October 2009 - July 2010
ALPFA Boston 2008 - 2010
Morgan Stanley Smith Barney January 2009 - August 2009
Humanna Group February 2005 - December 2006
AJR Consulting April 2004 - January 2005
Skills
Bloomberg, Corporate Finance, Financial Analysis, Management Consulting, Leadership, Management, Team Building, Business Development, Strategy, Mergers & Acquisitions, Finance
Education
Harvard University 2007 — 2009
Master in Liberal Arts in Management, Finance
Boston University 2008 — 2009
Graduate Diploma, Banking and Financial Services
Instituto Tecnológico y de Estudios Superiores de Monterrey 1999 — 2004
Bachelor Degree, International Business
Investment Banking Institute 2010 — 2010
Financial Modeling and Valuation training program
Instituto Tecnológico y de Estudios Superiores de Monterrey 2005 — 2005
Graduate Diploma, Developing and Directing Talent
Seoul National University 2004 — 2004
Business and Economics in Asia
University of Cincinnati 2004 — 2004
International Negotiation and Entrepreneurship
Universidad de Alcalá 2002 — 2002
Analysis of International Competitiveness
JPMorgan Chase 2010 - Present
ALPFA New York Chapter 2012 - 2013
The Talbots Inc October 2009 - July 2010
ALPFA Boston 2008 - 2010
Morgan Stanley Smith Barney January 2009 - August 2009
Humanna Group February 2005 - December 2006
AJR Consulting April 2004 - January 2005
Skills
Bloomberg, Corporate Finance, Financial Analysis, Management Consulting, Leadership, Management, Team Building, Business Development, Strategy, Mergers & Acquisitions, Finance
Education
Harvard University 2007 — 2009
Master in Liberal Arts in Management, Finance
Boston University 2008 — 2009
Graduate Diploma, Banking and Financial Services
Instituto Tecnológico y de Estudios Superiores de Monterrey 1999 — 2004
Bachelor Degree, International Business
Investment Banking Institute 2010 — 2010
Financial Modeling and Valuation training program
Instituto Tecnológico y de Estudios Superiores de Monterrey 2005 — 2005
Graduate Diploma, Developing and Directing Talent
Seoul National University 2004 — 2004
Business and Economics in Asia
University of Cincinnati 2004 — 2004
International Negotiation and Entrepreneurship
Universidad de Alcalá 2002 — 2002
Analysis of International Competitiveness
Chad Stewart's Morgan Stanley Smith Barney Experience 2004 - 2005
Job CEO & Founder at Devonfield,LLC
Industry Motion Pictures and Film
Experience
Devonfield, LLC December 2013 - Present
Princebury Productions & Media, LLC January 2010 - December 2013
The Britfield Group January 2006 - March 2010
Merrill Lynch 2005 - 2006
Morgan Stanley Smith Barney 2004 - 2005
Bank of America April 2003 - September 2004
Skills
Organizational..., Management Consulting, Leadership Development, Change Management, International Business, Executive Management, Thought Leadership, Business Strategy, Strategic Planning, Strategy Development, Marketing Strategy, Start-ups, Strategy
Education
Boston College 2001 — 2009
MBA, Global Strategy & International Marketing
Institute of Directors, London 2001 — 2004
Advanced Study, Corporate Governance
Harvard University 1999 — 2001
Post Grad, Business Strategy & Comprehensive Writing
Brown University 1995 — 1998
BA, British Literature & European History
Devonfield, LLC December 2013 - Present
Princebury Productions & Media, LLC January 2010 - December 2013
The Britfield Group January 2006 - March 2010
Merrill Lynch 2005 - 2006
Morgan Stanley Smith Barney 2004 - 2005
Bank of America April 2003 - September 2004
Skills
Organizational..., Management Consulting, Leadership Development, Change Management, International Business, Executive Management, Thought Leadership, Business Strategy, Strategic Planning, Strategy Development, Marketing Strategy, Start-ups, Strategy
Education
Boston College 2001 — 2009
MBA, Global Strategy & International Marketing
Institute of Directors, London 2001 — 2004
Advanced Study, Corporate Governance
Harvard University 1999 — 2001
Post Grad, Business Strategy & Comprehensive Writing
Brown University 1995 — 1998
BA, British Literature & European History
David Michael Wisniewski's Morgan Stanley Smith Barney Experience June 1991 - March 2009
Job First Vice PresidentInvestments Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 2009 - Present
St. Ignatius Loyola Academy 2003 - Present
Professional Ski Instructors of Amerca 2000 - Present
Morgan Stanley Smith Barney June 1991 - March 2009
Paine Webber June 1986 - June 1991
Education
Boston University 2006 — 2007
Certified Financial Planner Certificate, CFP
Loyola University in Maryland 1980 — 1984
BA, Political Science/History
Loyola Blakefield High School 1976 — 1980
Wells Fargo Advisors, LLC March 2009 - Present
St. Ignatius Loyola Academy 2003 - Present
Professional Ski Instructors of Amerca 2000 - Present
Morgan Stanley Smith Barney June 1991 - March 2009
Paine Webber June 1986 - June 1991
Education
Boston University 2006 — 2007
Certified Financial Planner Certificate, CFP
Loyola University in Maryland 1980 — 1984
BA, Political Science/History
Loyola Blakefield High School 1976 — 1980
Andres Sheppard's Morgan Stanley Smith Barney Experience May 2009 - August 2009
Job Financial Advisor / Portfolio Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Wealth Management April 2014 - Present
Bank of America April 2014 - Present
Bloomberg LP October 2012 - April 2014
Bloomberg LP September 2012 - March 2014
Bloomberg L.P March 2012 - September 2012
Bloomberg L.P. August 2011 - March 2012
National Australia Bank September 2010 - December 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Risk Management, Wealth Management, Microsoft Excel, Technical Analysis, Sales, Foreign Exchange, Marketing, Derivatives, Options Strategies, Equity Derivatives, Equity Trading, Bloomberg, Fixed Income, Account Management, Trading, Capital Markets, Portfolio Management, Alternative Investments, Options, FX Options, Bonds, Valuation, Securities, Commodity, Hedge Funds
Education
Boston University
Bachelor of Arts, Economics & International Relations
Merrill Lynch Wealth Management April 2014 - Present
Bank of America April 2014 - Present
Bloomberg LP October 2012 - April 2014
Bloomberg LP September 2012 - March 2014
Bloomberg L.P March 2012 - September 2012
Bloomberg L.P. August 2011 - March 2012
National Australia Bank September 2010 - December 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Risk Management, Wealth Management, Microsoft Excel, Technical Analysis, Sales, Foreign Exchange, Marketing, Derivatives, Options Strategies, Equity Derivatives, Equity Trading, Bloomberg, Fixed Income, Account Management, Trading, Capital Markets, Portfolio Management, Alternative Investments, Options, FX Options, Bonds, Valuation, Securities, Commodity, Hedge Funds
Education
Boston University
Bachelor of Arts, Economics & International Relations
Frank Napolitano, CFP®'s Morgan Stanley Smith Barney Experience May 2011 - April 2012
Job Financial Advisor at Sensible Financial Planning and Management
Industry Financial Services
Experience
Sensible Financial Planning and Management April 2012 - Present
Morgan Stanley Smith Barney May 2011 - April 2012
Verdasys July 2010 - August 2010
Senior Partners for Justice May 2009 - August 2009
Advantage Testing November 2005 - November 2008
Harvard University April 2004 - August 2005
Pacem Productions May 2003 - June 2005
Skills
Mutual Funds, Investments, Securities, Finance, Financial Analysis, Research, Asset Management, Public Speaking, Portfolio Management, Legal Research, Legal Writing, Equities, Economics, Strategic Financial..., Capital Markets, Investment Strategies, Asset Allocation, Nonprofits, Asset Managment
Education
Boston University School of Law 2008 — 2011
J.D., Law - Business Organizations and Financial Law Concentration (with Honors)
Harvard University 2000 — 2005
B.A., cum laude The Comparative Study of Religion and Music
West Islip High School 1996 — 2000
Sensible Financial Planning and Management April 2012 - Present
Morgan Stanley Smith Barney May 2011 - April 2012
Verdasys July 2010 - August 2010
Senior Partners for Justice May 2009 - August 2009
Advantage Testing November 2005 - November 2008
Harvard University April 2004 - August 2005
Pacem Productions May 2003 - June 2005
Skills
Mutual Funds, Investments, Securities, Finance, Financial Analysis, Research, Asset Management, Public Speaking, Portfolio Management, Legal Research, Legal Writing, Equities, Economics, Strategic Financial..., Capital Markets, Investment Strategies, Asset Allocation, Nonprofits, Asset Managment
Education
Boston University School of Law 2008 — 2011
J.D., Law - Business Organizations and Financial Law Concentration (with Honors)
Harvard University 2000 — 2005
B.A., cum laude The Comparative Study of Religion and Music
West Islip High School 1996 — 2000
Edgar Abrams's Morgan Stanley Smith Barney Experience December 2007 - July 2009
Job Business Manager at ERA Management Inc.
Industry Financial Services
Experience
ERA Management, Inc. August 2013 - Present
Life Line Financial Group June 2011 - August 2013
Madison Financial Group- Sports Division July 2009 - June 2011
Morgan Stanley Smith Barney December 2007 - July 2009
Skills
Entertainment, Financial Analysis, Athletics, Marketing, Public Relations, Asset Allocation, Strategic Planning, Coaching, Retirement Planning, Event Management, Social Media Marketing, Business Strategy, Team Building, Series 7, Wealth Management, Sports Management, Entrepreneurship, Sports Marketing, Finance, Management
Education
Boston University 1995 — 1999
Economics
Fieldston 1991 — 1995
High School
ERA Management, Inc. August 2013 - Present
Life Line Financial Group June 2011 - August 2013
Madison Financial Group- Sports Division July 2009 - June 2011
Morgan Stanley Smith Barney December 2007 - July 2009
Skills
Entertainment, Financial Analysis, Athletics, Marketing, Public Relations, Asset Allocation, Strategic Planning, Coaching, Retirement Planning, Event Management, Social Media Marketing, Business Strategy, Team Building, Series 7, Wealth Management, Sports Management, Entrepreneurship, Sports Marketing, Finance, Management
Education
Boston University 1995 — 1999
Economics
Fieldston 1991 — 1995
High School
Ned Quinn's Morgan Stanley Smith Barney Experience October 2005 - Present
Job Executive Director / NYC Region Manager, Morgan Stanley Private Bank, NA
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 2005 - Present
Citibank May 2000 - October 2005
Bank of New York Mellon February 1997 - May 2000
Skills
Series 7, Series 24, FINRA, Series 66, Credit Analysis, Credit, Wealth Management, Cash Management, Risk Management, Banking, Risk, Wealth, Mortgage, Private Equity, Financial Risk, Loans, Investments, Mortgage Lending, Finance, Fixed Income, Capital Markets, Financial Services, Securities, Portfolio Management, Private Banking, Alternative Investments, Uniform Combined State..., Series 63, Mutual Funds, Hedge Funds, Asset Management, Investment Advisory, Trading, Asset Allocation, Investment Strategies, Equities, Financial Advisory, Wealth Management..., Investment Banking, Bloomberg
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1996
BS, Finance
Morgan Stanley Smith Barney October 2005 - Present
Citibank May 2000 - October 2005
Bank of New York Mellon February 1997 - May 2000
Skills
Series 7, Series 24, FINRA, Series 66, Credit Analysis, Credit, Wealth Management, Cash Management, Risk Management, Banking, Risk, Wealth, Mortgage, Private Equity, Financial Risk, Loans, Investments, Mortgage Lending, Finance, Fixed Income, Capital Markets, Financial Services, Securities, Portfolio Management, Private Banking, Alternative Investments, Uniform Combined State..., Series 63, Mutual Funds, Hedge Funds, Asset Management, Investment Advisory, Trading, Asset Allocation, Investment Strategies, Equities, Financial Advisory, Wealth Management..., Investment Banking, Bloomberg
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1996
BS, Finance
Diane L. Baker Diane L. Baker's Morgan Stanley Smith Barney Experience 2001 - 2005
Job Licensed & Registered Service Assistant for Thomas J. Kanaley J.D. Member Agent The Nautilus Group/New York Life Ins Co
Industry Financial Services
Experience
The Nautilus Group/New York Life Insurance Company February 2013 - Present
New York Life Insurance Company July 2010 - February 2013
Wachovia Securities 2005 - 2008
Morgan Stanley Smith Barney 2001 - 2005
City of Palo Alto 1991 - 2001
Skills
Finance, Pensions, Strategic Financial..., Retirement Planning, College Savings Plans, Series 7, Fixed Annuities, Series 63, 401k Rollovers, IRAs, Variable Annuities, Life & Health Insurance..., Roth IRA, Long Term Care Insurance, Mutual Funds, Life Insurance, Securities
Education
University of San Francisco 1994 — 1996
Master Public Administration, Accounting
Bowling Green State University
Bachelor of Science, Accounting
The Nautilus Group/New York Life Insurance Company February 2013 - Present
New York Life Insurance Company July 2010 - February 2013
Wachovia Securities 2005 - 2008
Morgan Stanley Smith Barney 2001 - 2005
City of Palo Alto 1991 - 2001
Skills
Finance, Pensions, Strategic Financial..., Retirement Planning, College Savings Plans, Series 7, Fixed Annuities, Series 63, 401k Rollovers, IRAs, Variable Annuities, Life & Health Insurance..., Roth IRA, Long Term Care Insurance, Mutual Funds, Life Insurance, Securities
Education
University of San Francisco 1994 — 1996
Master Public Administration, Accounting
Bowling Green State University
Bachelor of Science, Accounting
Michael Curcio's Morgan Stanley Smith Barney Experience May 2011 - August 2011
Job Business Development at Columbus Delivery & Logistics
Industry Logistics and Supply Chain
Experience
Columbus Delivery & Logistics June 2012 - Present
Morgan Stanley Smith Barney May 2011 - August 2011
UBS Financial Services May 2011 - August 2011
Make-A-Wish Foundation of Metro New York January 2006 - January 2008
Skills
Economics, Trading, Social Networking, Problem Solving, Organization, Communication, Inter-personal, PC, Mac, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, FrontPage, Quicktime, Bloomberg Terminal, Stata, Spanish, Analysis, Business Development, Leadership, Management, Sales, Operations Management, Strategic Planning
Education
Boston College 2008 — 2012
BA, Economics
Columbus Delivery & Logistics June 2012 - Present
Morgan Stanley Smith Barney May 2011 - August 2011
UBS Financial Services May 2011 - August 2011
Make-A-Wish Foundation of Metro New York January 2006 - January 2008
Skills
Economics, Trading, Social Networking, Problem Solving, Organization, Communication, Inter-personal, PC, Mac, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, FrontPage, Quicktime, Bloomberg Terminal, Stata, Spanish, Analysis, Business Development, Leadership, Management, Sales, Operations Management, Strategic Planning
Education
Boston College 2008 — 2012
BA, Economics
Amanda Jodoin's Morgan Stanley Smith Barney Experience August 2004 - June 2006
Job Account Manager at Forrester Research
Industry Market Research
Experience
Forrester Research January 2013 - Present
Forrester Research July 2011 - December 2012
EnerNOC October 2010 - July 2011
ACCION International March 2008 - October 2010
ACCION International July 2007 - March 2008
Morgan Stanley Smith Barney August 2004 - June 2006
Burkenroad Reports A.B. Freeman School of Business September 2003 - May 2004
GT Environmental Finance, LLC September 2003 - May 2004
Skills
Market Research, Financial Modeling, Financial Analysis, Data Analysis, Research
Education
Boston University 2006 — 2007
MA, Economics
Tulane University - A.B. Freeman School of Business 2000 — 2004
BS, Finance, Business Management
Universidad Pontificia Comillas de Madrid (ICADE) 2003 — 2003
BS, Finance
Forrester Research January 2013 - Present
Forrester Research July 2011 - December 2012
EnerNOC October 2010 - July 2011
ACCION International March 2008 - October 2010
ACCION International July 2007 - March 2008
Morgan Stanley Smith Barney August 2004 - June 2006
Burkenroad Reports A.B. Freeman School of Business September 2003 - May 2004
GT Environmental Finance, LLC September 2003 - May 2004
Skills
Market Research, Financial Modeling, Financial Analysis, Data Analysis, Research
Education
Boston University 2006 — 2007
MA, Economics
Tulane University - A.B. Freeman School of Business 2000 — 2004
BS, Finance, Business Management
Universidad Pontificia Comillas de Madrid (ICADE) 2003 — 2003
BS, Finance
Carrie Schroen, MBA Carrie Schroen, MBA's Morgan Stanley Smith Barney Experience September 2000 - October 2003
Job iShares Investment Management Consultant at BlackRock
Industry Financial Services
Experience
BlackRock February 2015 - Present
New York Life & MainStay Investments February 2009 - February 2015
Merrill Lynch August 2007 - February 2009
Travelers 2003 - 2005
Morgan Stanley Smith Barney September 2000 - October 2003
Skills
Series 63, Series 7, Mutual Funds, Retirement Planning, Fixed Annuities, Asset Allocation, 401k, Wealth Management, Retirement, Series 6, Investments, Separately Managed..., Uniform Combined State..., Variable Annuities, Series 65, ETFs, Alternative Investments, Investment Advisory, Securities
Education
University of Phoenix 2008 — 2010
MBA, Management
Boston College 1994 — 1998
Undergraduate, Management
BlackRock February 2015 - Present
New York Life & MainStay Investments February 2009 - February 2015
Merrill Lynch August 2007 - February 2009
Travelers 2003 - 2005
Morgan Stanley Smith Barney September 2000 - October 2003
Skills
Series 63, Series 7, Mutual Funds, Retirement Planning, Fixed Annuities, Asset Allocation, 401k, Wealth Management, Retirement, Series 6, Investments, Separately Managed..., Uniform Combined State..., Variable Annuities, Series 65, ETFs, Alternative Investments, Investment Advisory, Securities
Education
University of Phoenix 2008 — 2010
MBA, Management
Boston College 1994 — 1998
Undergraduate, Management
Daniel Cohen, CFP®'s Morgan Stanley Smith Barney Experience August 1993 - May 2008
Job CEO, Chief Investment Officer at Cohen Investment Advisors
Industry Financial Services
Experience
Cohen Investment Advisors October 2013 - Present
Jewish Federation of New Hampshire June 2010 - Present
UBS Financial Services, Inc. May 2008 - October 2013
Morgan Stanley Smith Barney August 1993 - May 2008
Education
Boston University Questrom School of Business 1987 — 1991
B.S., Finance and accounting
Cohen Investment Advisors October 2013 - Present
Jewish Federation of New Hampshire June 2010 - Present
UBS Financial Services, Inc. May 2008 - October 2013
Morgan Stanley Smith Barney August 1993 - May 2008
Education
Boston University Questrom School of Business 1987 — 1991
B.S., Finance and accounting
Jessica Killoren Jessica Killoren's Morgan Stanley Smith Barney Experience June 2007 - August 2007
Job Talent Solutions at LinkedIn
Industry Internet
Experience
LinkedIn September 2014 - Present
Stealth Start-up December 2012 - December 2014
AgilOne August 2013 - September 2014
Lyris Technologies, Inc. June 2012 - September 2012
Responsys (acquired by Oracle) October 2011 - June 2012
Responsys (acquired by Oracle) September 2010 - October 2011
Corporate Executive Board January 2009 - September 2010
Morgan Stanley Smith Barney June 2007 - August 2007
Stella McCartney August 2006 - December 2006
Skills
Email Marketing, Salesforce.com, CRM, Sales, Enterprise Software, SaaS Solutions, Digital Strategy, Multi-Channel Marketing, Project Management, Display Advertising, Web Analytics, Email Marketing Software, Lifecycle Marketing, Leadership, Social Media Marketing, Contract Negotiation, Account Management, Business Development, Loyalty Marketing, Management, Marketing, SaaS, Sales Process, Strategic Partnerships, Partner Management, Partnership Marketing, Analytics, Copy Editing, Research, Retail Sales, Interviews, Proofreading, Strategic Planning, Social Media, Hospitality Industry, Omniture, Key Account Management, Key Account Development, Lead Generation, Consulting, Volunteer Management, Negotiation, Nonprofits, Networking, Cross-functional Team...
Education
Wake Forest University 2005 — 2008
Accounting & Communications
Boston University 2006 — 2006
London Internship Program - Stella McCartney's Worldwide Press Office
University of Florida 2004 — 2005
LinkedIn September 2014 - Present
Stealth Start-up December 2012 - December 2014
AgilOne August 2013 - September 2014
Lyris Technologies, Inc. June 2012 - September 2012
Responsys (acquired by Oracle) October 2011 - June 2012
Responsys (acquired by Oracle) September 2010 - October 2011
Corporate Executive Board January 2009 - September 2010
Morgan Stanley Smith Barney June 2007 - August 2007
Stella McCartney August 2006 - December 2006
Skills
Email Marketing, Salesforce.com, CRM, Sales, Enterprise Software, SaaS Solutions, Digital Strategy, Multi-Channel Marketing, Project Management, Display Advertising, Web Analytics, Email Marketing Software, Lifecycle Marketing, Leadership, Social Media Marketing, Contract Negotiation, Account Management, Business Development, Loyalty Marketing, Management, Marketing, SaaS, Sales Process, Strategic Partnerships, Partner Management, Partnership Marketing, Analytics, Copy Editing, Research, Retail Sales, Interviews, Proofreading, Strategic Planning, Social Media, Hospitality Industry, Omniture, Key Account Management, Key Account Development, Lead Generation, Consulting, Volunteer Management, Negotiation, Nonprofits, Networking, Cross-functional Team...
Education
Wake Forest University 2005 — 2008
Accounting & Communications
Boston University 2006 — 2006
London Internship Program - Stella McCartney's Worldwide Press Office
University of Florida 2004 — 2005
Stephanie Izzo Stephanie Izzo's Morgan Stanley Smith Barney Experience March 2012 - Present
Job Portfolio Management Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2012 - Present
Bank of America Merrill Lynch April 2011 - March 2012
Morgan Stanley Smith Barney June 2006 - April 2011
Skills
Series 7 – General..., Series 65 – Investment..., Series 63 – Uniform..., Mutual Funds, Asset Allocation, Bloomberg, Asset Managment, Alternative Investments, Uniform Combined State..., Wealth Management, Fixed Income, Investments, Equities, Bonds, Retirement Planning, Series 24, Separately Managed..., 401k Rollovers, FINRA, Financial Modeling, ETFs, Investment Strategies, Financial Advisory, Asset Management, Series 7
Education
Boston College - Carroll School of Management 2010 — 2012
MBA, Asset Management
Stonehill College 2002 — 2006
BA, Finance
Morgan Stanley Smith Barney March 2012 - Present
Bank of America Merrill Lynch April 2011 - March 2012
Morgan Stanley Smith Barney June 2006 - April 2011
Skills
Series 7 – General..., Series 65 – Investment..., Series 63 – Uniform..., Mutual Funds, Asset Allocation, Bloomberg, Asset Managment, Alternative Investments, Uniform Combined State..., Wealth Management, Fixed Income, Investments, Equities, Bonds, Retirement Planning, Series 24, Separately Managed..., 401k Rollovers, FINRA, Financial Modeling, ETFs, Investment Strategies, Financial Advisory, Asset Management, Series 7
Education
Boston College - Carroll School of Management 2010 — 2012
MBA, Asset Management
Stonehill College 2002 — 2006
BA, Finance
Amit Singh's Morgan Stanley Smith Barney Experience February 2010 - May 2010
Job Associate | Private Investments at Two Sigma
Industry Venture Capital & Private Equity
Experience
Two Sigma March 2015 - Present
Barclays Investment Bank October 2013 - March 2015
HSBC July 2012 - October 2013
HSBC June 2011 - August 2011
General Electric May 2010 - September 2010
Lazard Capital Markets March 2010 - May 2010
Morgan Stanley Smith Barney February 2010 - May 2010
Chemidex August 2009 - October 2009
Brotherhood Bank & Trust May 2009 - September 2009
Education
Boston University 2008 — 2012
Bachelor of Arts, Economics, Cum Laude
Boston University - School of Management 2008 — 2012
Bachelor of Science, Finance, General, Cum Laude
External Coursework 2008 — 2012
Valuation & Financial Analysis
Shawnee Mission West High School 2004 — 2008
Pre-Collegiate Preparatory, Salutatorian
Two Sigma March 2015 - Present
Barclays Investment Bank October 2013 - March 2015
HSBC July 2012 - October 2013
HSBC June 2011 - August 2011
General Electric May 2010 - September 2010
Lazard Capital Markets March 2010 - May 2010
Morgan Stanley Smith Barney February 2010 - May 2010
Chemidex August 2009 - October 2009
Brotherhood Bank & Trust May 2009 - September 2009
Education
Boston University 2008 — 2012
Bachelor of Arts, Economics, Cum Laude
Boston University - School of Management 2008 — 2012
Bachelor of Science, Finance, General, Cum Laude
External Coursework 2008 — 2012
Valuation & Financial Analysis
Shawnee Mission West High School 2004 — 2008
Pre-Collegiate Preparatory, Salutatorian
Amna Raheem's Morgan Stanley Smith Barney Experience January 2009 - June 2011
Job Vice President, TD Wealth
Industry Financial Services
Experience
TD Wealth May 2013 - Present
Morgan Stanley Wealth Management June 2011 - May 2013
Morgan Stanley Smith Barney January 2009 - June 2011
Morgan Stanley Smith Barney January 2008 - December 2009
Education
Boston University
B.A
University of Sydney
Master of Arts (M.A.)
TD Wealth May 2013 - Present
Morgan Stanley Wealth Management June 2011 - May 2013
Morgan Stanley Smith Barney January 2009 - June 2011
Morgan Stanley Smith Barney January 2008 - December 2009
Education
Boston University
B.A
University of Sydney
Master of Arts (M.A.)
Kaitlyn Mardeusz's Morgan Stanley Smith Barney Experience May 2009 - July 2009
Job Consultant at Detroit MBDA Business Center
Industry Law Practice
Experience
Minority Business Development Agency - U.S. Department of Commerce May 2015 - Present
Elder Law of Michigan February 2015 - May 2015
Michigan State University Legal Clinic September 2013 - December 2013
Health Alliance Plan May 2013 - August 2013
Prima Civitas Foundation August 2012 - August 2013
Northville Hills Golf Club May 2010 - August 2013
Thomson Reuters November 2010 - March 2011
Washtenaw County Office of Public Defenders August 2010 - December 2010
Morgan Stanley Smith Barney May 2009 - July 2009
Skills
Research, Public Speaking, Program Management, Management, Sales, Time Management, Event Planning, Social Media, Editing, PowerPoint, Nonprofits, Microsoft Excel, Data Analysis, Fundraising, Microsoft Office, Leadership
Education
Michigan State University College of Law 2011 — 2014
Juris Doctor (J.D.), Banking, Corporate, Finance, and Securities Law
Boston University 2006 — 2010
Bachelor's Degree, Health Science; Business Administration
Minority Business Development Agency - U.S. Department of Commerce May 2015 - Present
Elder Law of Michigan February 2015 - May 2015
Michigan State University Legal Clinic September 2013 - December 2013
Health Alliance Plan May 2013 - August 2013
Prima Civitas Foundation August 2012 - August 2013
Northville Hills Golf Club May 2010 - August 2013
Thomson Reuters November 2010 - March 2011
Washtenaw County Office of Public Defenders August 2010 - December 2010
Morgan Stanley Smith Barney May 2009 - July 2009
Skills
Research, Public Speaking, Program Management, Management, Sales, Time Management, Event Planning, Social Media, Editing, PowerPoint, Nonprofits, Microsoft Excel, Data Analysis, Fundraising, Microsoft Office, Leadership
Education
Michigan State University College of Law 2011 — 2014
Juris Doctor (J.D.), Banking, Corporate, Finance, and Securities Law
Boston University 2006 — 2010
Bachelor's Degree, Health Science; Business Administration
David Thompson, CMT's Morgan Stanley Smith Barney Experience August 2000 - January 2013
Job Executive Vice President at Powerhouse
Industry Financial Services
Experience
Powerhouse January 2013 - Present
Morgan Stanley Smith Barney August 2000 - January 2013
Skills
Technical Analysis, Risk Management, Commodity, Hedging, Series 3, Natural Gas, Energy, Petroleum, Commodity Markets, Options, Trading, Asset Management, Derivatives, Alternative Investments, FINRA, Contract Negotiation
Education
Boston University 1985 — 1989
Bachelor or Arts, International Relations
Mt. Lebanon High School
Powerhouse January 2013 - Present
Morgan Stanley Smith Barney August 2000 - January 2013
Skills
Technical Analysis, Risk Management, Commodity, Hedging, Series 3, Natural Gas, Energy, Petroleum, Commodity Markets, Options, Trading, Asset Management, Derivatives, Alternative Investments, FINRA, Contract Negotiation
Education
Boston University 1985 — 1989
Bachelor or Arts, International Relations
Mt. Lebanon High School
M. Jacob Brendan Ahmad M. Jacob Brendan Ahmad's Morgan Stanley Smith Barney Experience May 2008 - August 2008
Job Senior Investment Analyst at Prudential Mortgage Capital Company
Industry Financial Services
Experience
Prudential Mortgage Capital Company December 2014 - Present
Prudential Mortgage Capital Company June 2013 - December 2014
Novogradac & Company LLP March 2012 - June 2013
Miles & Stockbridge P.C. June 2010 - February 2012
The Ithaka Group LLC December 2010 - July 2011
Miles & Stockbridge P.C. June 2009 - August 2009
Morgan Stanley Smith Barney May 2008 - August 2008
Fidelity Investments June 2007 - August 2007
Skills
Microsoft Office, PowerPoint, LexisNexis, Westlaw, Microsoft Excel, Analysis, Finance, Market Research, Investments, Real Estate, Data Analysis
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Accounting and Finance
Boston College 2006 — 2010
Bachelor of Arts, Economics
Gonzaga College High School 2002 — 2006
Prudential Mortgage Capital Company December 2014 - Present
Prudential Mortgage Capital Company June 2013 - December 2014
Novogradac & Company LLP March 2012 - June 2013
Miles & Stockbridge P.C. June 2010 - February 2012
The Ithaka Group LLC December 2010 - July 2011
Miles & Stockbridge P.C. June 2009 - August 2009
Morgan Stanley Smith Barney May 2008 - August 2008
Fidelity Investments June 2007 - August 2007
Skills
Microsoft Office, PowerPoint, LexisNexis, Westlaw, Microsoft Excel, Analysis, Finance, Market Research, Investments, Real Estate, Data Analysis
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Accounting and Finance
Boston College 2006 — 2010
Bachelor of Arts, Economics
Gonzaga College High School 2002 — 2006
Gabrielle Clemens CDFA's Morgan Stanley Smith Barney Experience February 1998 - October 2008
Job Vice President, Investments, Wealth Management, Certified Divorce Financial Analyst
Industry Financial Services
Experience
UBS October 2008 - Present
UBS 2008 - Present
Morgan Stanley Smith Barney February 1998 - October 2008
Ernst and Young, LLP June 1995 - February 1998
Skills
Estate Planning, Financial Planning, Finance, Investments, Wealth Management, Financial Services
Education
Boston University School of Law 1992 — 1993
LLM, Taxation
University of New Hampshire School of Law 1989 — 1992
JD, Divorce, Tax, Estate Planning Law
UBS October 2008 - Present
UBS 2008 - Present
Morgan Stanley Smith Barney February 1998 - October 2008
Ernst and Young, LLP June 1995 - February 1998
Skills
Estate Planning, Financial Planning, Finance, Investments, Wealth Management, Financial Services
Education
Boston University School of Law 1992 — 1993
LLM, Taxation
University of New Hampshire School of Law 1989 — 1992
JD, Divorce, Tax, Estate Planning Law
Alon Levy's Morgan Stanley Smith Barney Experience April 2005 - July 2008
Job Angel Investor
Industry Financial Services
Experience
Crestrade LP 2009 - 2013
Morgan Stanley Smith Barney April 2005 - July 2008
Fidelity Investments August 2003 - February 2005
Education
Boston University 1999 — 2003
BA, Finance
Crestrade LP 2009 - 2013
Morgan Stanley Smith Barney April 2005 - July 2008
Fidelity Investments August 2003 - February 2005
Education
Boston University 1999 — 2003
BA, Finance
David Dahan, CRPC® David Dahan, CRPC®'s Morgan Stanley Smith Barney Experience July 2009 - August 2012
Job Senior Portfolio Manager at Wealth Strategies & Management, LLC
Industry Financial Services
Experience
Wealth Strategies & Management, LLC September 2012 - Present
Morgan Stanley Smith Barney July 2009 - August 2012
Morgan Stanley Smith Barney June 2009 - August 2012
Smith Barney January 2003 - June 2009
Smith Barney 2001 - January 2004
Smith Barney 1999 - 2003
Smith Barney 1994 - 1999
Smith Barney August 1992 - 1994
Skills
Financial Planning, Wealth Management, Insurance, Portfolio Management, Investments, Retirement Planning, Retirement, Strategic Financial..., Financial Services, Estate Planning, Securities, Business Analysis, Fixed Income, Financial Advisory
Education
College for Financial Planning 2008 — 2008
CRPC, Chartered Retirement Planning Counselor
Boston College - Wallace E. Carroll Graduate School of Management 1987 — 1991
Bachelor's degree, Finance and Management Information Systems
The Lawrenceville School, NJ 1985 — 1987
Secondary School
Wealth Strategies & Management, LLC September 2012 - Present
Morgan Stanley Smith Barney July 2009 - August 2012
Morgan Stanley Smith Barney June 2009 - August 2012
Smith Barney January 2003 - June 2009
Smith Barney 2001 - January 2004
Smith Barney 1999 - 2003
Smith Barney 1994 - 1999
Smith Barney August 1992 - 1994
Skills
Financial Planning, Wealth Management, Insurance, Portfolio Management, Investments, Retirement Planning, Retirement, Strategic Financial..., Financial Services, Estate Planning, Securities, Business Analysis, Fixed Income, Financial Advisory
Education
College for Financial Planning 2008 — 2008
CRPC, Chartered Retirement Planning Counselor
Boston College - Wallace E. Carroll Graduate School of Management 1987 — 1991
Bachelor's degree, Finance and Management Information Systems
The Lawrenceville School, NJ 1985 — 1987
Secondary School
Jeffrey Maslanka's Morgan Stanley Smith Barney Experience January 2007 - Present
Job Registered Marketing Associate for the Pathak Group
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2007 - Present
Education
Boston University 2002 — 2007
Morgan Stanley Smith Barney January 2007 - Present
Education
Boston University 2002 — 2007
Renee Brody Levow's Morgan Stanley Smith Barney Experience 2000 - 2008
Job
Industry Financial Services
Experience
Crowne Partners January 2008 - Present
MFB Corporation January 2004 - Present
Citigroup- Smith Barney January 1983 - January 2008
Morgan Stanley Smith Barney 2000 - 2008
Morgan Stanley Smith Barney 1996 - 2008
Morgan Stanley Smith Barney 1983 - 2008
Ponds Inc January 1979 - January 1983
Skills
Leadership, Investments, Strategic Planning, Executive Management, Investment Management, Retirement Planning, Management, Marketing, Nonprofits, Pensions, Financial Advisory, Alternative Investments, 401k
Education
Wharton School of Business
Columbia University
Master's
Boston University
Bachelor's
Harvard University Kennedy School
Crowne Partners January 2008 - Present
MFB Corporation January 2004 - Present
Citigroup- Smith Barney January 1983 - January 2008
Morgan Stanley Smith Barney 2000 - 2008
Morgan Stanley Smith Barney 1996 - 2008
Morgan Stanley Smith Barney 1983 - 2008
Ponds Inc January 1979 - January 1983
Skills
Leadership, Investments, Strategic Planning, Executive Management, Investment Management, Retirement Planning, Management, Marketing, Nonprofits, Pensions, Financial Advisory, Alternative Investments, 401k
Education
Wharton School of Business
Columbia University
Master's
Boston University
Bachelor's
Harvard University Kennedy School
Steve Horwitz Steve Horwitz's Morgan Stanley Smith Barney Experience July 1988 - April 2011
Job Experienced and dedicated advisor to individuals and institutions looking for a disciplined approach.
Industry Financial Services
Experience
Westminster Financial Capital Inc. April 2011 - Present
Morgan Stanley Smith Barney July 1988 - April 2011
Morgan Stanley Smith Barney March 1988 - April 2011
Trout Unlimited 2006 - 2010
Morgan Stanley Smith Barney 1977 - 2009
Design Research 1976 - 1976
Orson Wells cinema 1968 - 1969
Skills
Wealth Management, Retirement Planning, Investments, Strategic Financial..., Wealth, Asset Allocation, Hedge Funds, 401k, Financial Advisory, Investment Advisory, Investment Management, Portfolio Management, Estate Planning, Fixed Income, Equities, Mutual Funds, Alternative Investments, Financial Analysis, Bonds, Options, Retirement, Securities, Investment Strategies, Finance, Financial Services, Asset Managment, Banking, Risk Management, Insurance, Series 63, Funding, FINRA, Private Equity, Series 7, Uniform Combined State..., Investment Banking, Capital Markets, Fixed Annuities, IRAs, Trading, Financial Markets, High Net Worth...
Education
Boston University - School of Management 1972 — 1978
BS in Management, Business
Cornell College
Westminster Financial Capital Inc. April 2011 - Present
Morgan Stanley Smith Barney July 1988 - April 2011
Morgan Stanley Smith Barney March 1988 - April 2011
Trout Unlimited 2006 - 2010
Morgan Stanley Smith Barney 1977 - 2009
Design Research 1976 - 1976
Orson Wells cinema 1968 - 1969
Skills
Wealth Management, Retirement Planning, Investments, Strategic Financial..., Wealth, Asset Allocation, Hedge Funds, 401k, Financial Advisory, Investment Advisory, Investment Management, Portfolio Management, Estate Planning, Fixed Income, Equities, Mutual Funds, Alternative Investments, Financial Analysis, Bonds, Options, Retirement, Securities, Investment Strategies, Finance, Financial Services, Asset Managment, Banking, Risk Management, Insurance, Series 63, Funding, FINRA, Private Equity, Series 7, Uniform Combined State..., Investment Banking, Capital Markets, Fixed Annuities, IRAs, Trading, Financial Markets, High Net Worth...
Education
Boston University - School of Management 1972 — 1978
BS in Management, Business
Cornell College
Dean A. Billman Dean A. Billman's Morgan Stanley Smith Barney Experience January 1993 - Present
Job First Vice President Wealth Management at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 1993 - Present
General Electric January 1980 - December 1992
Education
Xavier University 1984 — 1986
MBA, Organizational Management
Bowling Green State University 1972 — 1976
BSBA, Management
Morgan Stanley Smith Barney January 1993 - Present
General Electric January 1980 - December 1992
Education
Xavier University 1984 — 1986
MBA, Organizational Management
Bowling Green State University 1972 — 1976
BSBA, Management
Shawn Landis, CFP®'s Morgan Stanley Smith Barney Experience 2007 - 2009
Job Financial Advisor at Heller Capital Funds
Industry Financial Services
Experience
Heller Capital Resources September 2014 - Present
Ameriprise Financial May 2009 - August 2014
Morgan Stanley Smith Barney 2007 - 2009
Self Employed 1992 - 2007
Education
Boston University 1987 — 1991
Heller Capital Resources September 2014 - Present
Ameriprise Financial May 2009 - August 2014
Morgan Stanley Smith Barney 2007 - 2009
Self Employed 1992 - 2007
Education
Boston University 1987 — 1991
Charles Radcliffe's Morgan Stanley Smith Barney Experience May 1992 - October 2009
Job Managing Director at First Republic Bank
Industry Financial Services
Experience
First Republic Securities Company October 2009 - Present
Morgan Stanley Smith Barney May 1992 - October 2009
Lehman Brothers January 1990 - May 1992
Bond Investors Guaranty March 1987 - December 1989
Dean Witter December 1983 - March 1987
Mudge Rose Guthrie Alexander & Ferdon January 1980 - December 1983
Education
New York Law School 1977 — 1980
JD
Boston College 1970 — 1974
Bachelor of Arts (B.A.), economics
regis high school 1966 — 1970
First Republic Securities Company October 2009 - Present
Morgan Stanley Smith Barney May 1992 - October 2009
Lehman Brothers January 1990 - May 1992
Bond Investors Guaranty March 1987 - December 1989
Dean Witter December 1983 - March 1987
Mudge Rose Guthrie Alexander & Ferdon January 1980 - December 1983
Education
New York Law School 1977 — 1980
JD
Boston College 1970 — 1974
Bachelor of Arts (B.A.), economics
regis high school 1966 — 1970
Christian Filimon's Morgan Stanley Smith Barney Experience May 2006 - June 2007
Job Investment Associate at J.P. Morgan Chase Bank NA
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. November 2011 - Present
TIGER SCHULMANNS MIXED MARTIAL ARTS February 2010 - June 2011
HSBC Securities July 2008 - March 2009
TD Ameritrade June 2007 - June 2008
Morgan Stanley Smith Barney May 2006 - June 2007
Indiana University Bloomington August 2002 - May 2005
Visiting Nurse Service of New York May 2001 - December 2001
Education
Indiana University Bloomington 2002 — 2005
Bachelor of Science, Management
Indiana University 2001 — 2005
Bachelor of Science, 2005
Frankfurt International School 1994 — 1998
High School Diploma, HS Diploma
Boston University
Financial Plannng, Financial Planning and Services
JPMorgan Chase Bank N.A. November 2011 - Present
TIGER SCHULMANNS MIXED MARTIAL ARTS February 2010 - June 2011
HSBC Securities July 2008 - March 2009
TD Ameritrade June 2007 - June 2008
Morgan Stanley Smith Barney May 2006 - June 2007
Indiana University Bloomington August 2002 - May 2005
Visiting Nurse Service of New York May 2001 - December 2001
Education
Indiana University Bloomington 2002 — 2005
Bachelor of Science, Management
Indiana University 2001 — 2005
Bachelor of Science, 2005
Frankfurt International School 1994 — 1998
High School Diploma, HS Diploma
Boston University
Financial Plannng, Financial Planning and Services
Alex Seidler's Morgan Stanley Smith Barney Experience May 2008 - August 2008
Job Account Executive at Peek.com
Industry Internet
Experience
Peek.com March 2015 - Present
Peek.com January 2015 - March 2015
Mullen July 2014 - January 2015
Oracle July 2013 - July 2014
SideTour January 2013 - February 2013
Boston College August 2012 - December 2012
Extraprise May 2012 - October 2012
Morgan Stanley Smith Barney May 2008 - August 2008
Skills
Sales, Business Development, Digital Media, Digital Marketing, Marketing Strategy, Email Marketing, Social Media Marketing, Google Analytics, SQL, SPSS, Sandler, Microsoft Office, Prospecting, Social Media, Solution Selling, Event Management, Eloqua, Press Releases, LinkedIn, Twitter, Hootsuite, Facebook Marketing, Mac OS X, Visual Basic
Education
Boston College - Carroll School of Management 2009 — 2013
B.S. in Management, Marketing, Information Systems
The University of Queensland 2011 — 2011
Peek.com March 2015 - Present
Peek.com January 2015 - March 2015
Mullen July 2014 - January 2015
Oracle July 2013 - July 2014
SideTour January 2013 - February 2013
Boston College August 2012 - December 2012
Extraprise May 2012 - October 2012
Morgan Stanley Smith Barney May 2008 - August 2008
Skills
Sales, Business Development, Digital Media, Digital Marketing, Marketing Strategy, Email Marketing, Social Media Marketing, Google Analytics, SQL, SPSS, Sandler, Microsoft Office, Prospecting, Social Media, Solution Selling, Event Management, Eloqua, Press Releases, LinkedIn, Twitter, Hootsuite, Facebook Marketing, Mac OS X, Visual Basic
Education
Boston College - Carroll School of Management 2009 — 2013
B.S. in Management, Marketing, Information Systems
The University of Queensland 2011 — 2011
Brett Stanley Brett Stanley's Morgan Stanley Smith Barney Experience June 2012 - August 2012
Job 2L at Boston College Law School
Industry Legal Services
Experience
State Street September 2015 - Present
Davis & Gilbert LLP June 2015 - July 2015
Quickhelper February 2015 - July 2015
Organization for International Cooperation August 2013 - November 2013
Congressman Tim Walberg September 2012 - November 2012
Morgan Stanley Smith Barney June 2012 - August 2012
Skills
Microsoft Excel, Legal Writing, Document Review, Contract Review, LexisNexis, Westlaw, Community Outreach, Leadership, Research
Education
Boston College Law School 2014 — 2017
Juris Doctor (J.D.)
University of Michigan 2010 — 2014
B.A. with Distinction, Political Science and Complex Systems
London School of Economics 2013 — 2013
Summer Curriculum, International Law and Legal Studies
Brother Rice High School 2006 — 2010
State Street September 2015 - Present
Davis & Gilbert LLP June 2015 - July 2015
Quickhelper February 2015 - July 2015
Organization for International Cooperation August 2013 - November 2013
Congressman Tim Walberg September 2012 - November 2012
Morgan Stanley Smith Barney June 2012 - August 2012
Skills
Microsoft Excel, Legal Writing, Document Review, Contract Review, LexisNexis, Westlaw, Community Outreach, Leadership, Research
Education
Boston College Law School 2014 — 2017
Juris Doctor (J.D.)
University of Michigan 2010 — 2014
B.A. with Distinction, Political Science and Complex Systems
London School of Economics 2013 — 2013
Summer Curriculum, International Law and Legal Studies
Brother Rice High School 2006 — 2010
Adam Waszkowski, CFA Adam Waszkowski, CFA's Morgan Stanley Smith Barney Experience March 2008 - May 2011
Job Portfolio Manger at Naples Asset Management Company®, LLC
Industry Investment Management
Experience
Naples Asset Management Company®, LLC January 2013 - Present
Hold Brothers On-line Investment Services, LLC June 2011 - December 2011
Morgan Stanley Smith Barney March 2008 - May 2011
Wells Fargo Home Mortgage May 2006 - March 2008
WCI Mortgage February 2005 - May 2006
Skills
Investment Strategies, Portfolio Management, Asset Allocation, Investments, Valuation, Tactical Asset..., Alternative Investments, Series 7, Asset Management, Hedge Funds, Equities, Mutual Funds, Fixed Income, Investment Management, Financial Risk, Investment Advisory, Wealth Management, Securities, Bloomberg, Bonds, Fundamental Analysis, Financial Modeling, Strategic Financial...
Education
Florida Gulf Coast University 2006 — 2009
MBA, Finance
Boston College 1989 — 1993
B.S., Finance
Coconut Creek High School 1987 — 1989
Diploma, college prep
Naples Asset Management Company®, LLC January 2013 - Present
Hold Brothers On-line Investment Services, LLC June 2011 - December 2011
Morgan Stanley Smith Barney March 2008 - May 2011
Wells Fargo Home Mortgage May 2006 - March 2008
WCI Mortgage February 2005 - May 2006
Skills
Investment Strategies, Portfolio Management, Asset Allocation, Investments, Valuation, Tactical Asset..., Alternative Investments, Series 7, Asset Management, Hedge Funds, Equities, Mutual Funds, Fixed Income, Investment Management, Financial Risk, Investment Advisory, Wealth Management, Securities, Bloomberg, Bonds, Fundamental Analysis, Financial Modeling, Strategic Financial...
Education
Florida Gulf Coast University 2006 — 2009
MBA, Finance
Boston College 1989 — 1993
B.S., Finance
Coconut Creek High School 1987 — 1989
Diploma, college prep
Sarah Xin Zheng's Morgan Stanley Smith Barney Experience March 2010 - May 2010
Job PhD Candidate in Operation Management at Boston University
Industry Research
Experience
Boston Medical Center September 2011 - July 2012
Morgan Stanley Smith Barney March 2010 - May 2010
The Washington Center January 2010 - May 2010
Wireless Communication Association International (WCAI) January 2010 - May 2010
Skills
International Relations, R, Research, SAS, Statistics
Education
Boston University Graduate School of Management 2012 — 2016
Doctor of Philosophy (PhD), Operation Management
Boston University 2010 — 2011
MA, Economics
Peking University 2006 — 2010
Bachelor, Finance
University of California, Berkeley 2009 — 2009
Bachelor, Finance
Boston Medical Center September 2011 - July 2012
Morgan Stanley Smith Barney March 2010 - May 2010
The Washington Center January 2010 - May 2010
Wireless Communication Association International (WCAI) January 2010 - May 2010
Skills
International Relations, R, Research, SAS, Statistics
Education
Boston University Graduate School of Management 2012 — 2016
Doctor of Philosophy (PhD), Operation Management
Boston University 2010 — 2011
MA, Economics
Peking University 2006 — 2010
Bachelor, Finance
University of California, Berkeley 2009 — 2009
Bachelor, Finance
Alexander Field's Morgan Stanley Smith Barney Experience 2010 - 2011
Job UBS Wealth Management
Industry Investment Management
Experience
UBS Wealth Management June 2015 - Present
Boston University Capital Management July 2014 - May 2015
Boston University School of Management January 2014 - May 2015
UBS Wealth Management May 2014 - August 2014
Boston University Trading Club January 2014 - May 2014
Cypress Energy Partners May 2012 - September 2013
Boston University August 2012 - May 2013
Bright Element May 2012 - August 2012
Triangle C Dude Ranch December 2010 - January 2011
Morgan Stanley Smith Barney 2010 - 2011
Skills
Valuation, Trading, Options, Financial Analysis, Investments, Equities, Equity Research, Research, Market Research, Bloomberg Terminal, Competitive Analysis, Oil/Gas, Oil & Gas Services, DCF, Equity Valuation, Business Valuation, Market Analysis, Fundamental Analysis, Investment Strategies, Risk Management, Due Diligence, Entrepreneurship, Equity Trading, Trading Strategies, Hedging, SPSS, Event Planning
Education
Boston University Questrom School of Business 2011 — 2015
Bachelor of Science in Business Administration, Concentration in Finance, Senior
UBS Wealth Management June 2015 - Present
Boston University Capital Management July 2014 - May 2015
Boston University School of Management January 2014 - May 2015
UBS Wealth Management May 2014 - August 2014
Boston University Trading Club January 2014 - May 2014
Cypress Energy Partners May 2012 - September 2013
Boston University August 2012 - May 2013
Bright Element May 2012 - August 2012
Triangle C Dude Ranch December 2010 - January 2011
Morgan Stanley Smith Barney 2010 - 2011
Skills
Valuation, Trading, Options, Financial Analysis, Investments, Equities, Equity Research, Research, Market Research, Bloomberg Terminal, Competitive Analysis, Oil/Gas, Oil & Gas Services, DCF, Equity Valuation, Business Valuation, Market Analysis, Fundamental Analysis, Investment Strategies, Risk Management, Due Diligence, Entrepreneurship, Equity Trading, Trading Strategies, Hedging, SPSS, Event Planning
Education
Boston University Questrom School of Business 2011 — 2015
Bachelor of Science in Business Administration, Concentration in Finance, Senior
Sarad W Tomlinson, CRPC®'s Morgan Stanley Smith Barney Experience December 2009 - June 2011
Job Vice President Market Sales Manager
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2013 - Present
Boston's Run to Remember March 2004 - Present
The Leukemia & Lymphoma Society December 2007 - Present
Bank of America Merrill Lynch August 2012 - May 2013
Bank of America Merrill Lynch July 2011 - August 2012
Morgan Stanley Smith Barney December 2009 - June 2011
State Street February 2008 - December 2009
Runner's Edge May 2003 - December 2007
Skills
Wealth Management, Asset Management, Coaching, Series 7, Retirement Planning, Investments, Asset Allocation, Mutual Funds, Equities, Financial Analysis, Training, Portfolio Management, Leadership, Retirement, Series 31, Series 9/10, Series 66, Equity Compensation, Life & Health Insurance..., Series 63, Finance, Securities, FINRA, Uniform Combined State...
Education
College for Financial Planning 2012 — 2012
CRPC®, Chartered Retirement Planning Counselor
Boston College 2006 — 2008
M.Ed., Curriculum and Instruction
Boston College 2002 — 2006
B.A., History
Beverly Public High School 1998 — 2002
High School Diploma
Bank of America Merrill Lynch May 2013 - Present
Boston's Run to Remember March 2004 - Present
The Leukemia & Lymphoma Society December 2007 - Present
Bank of America Merrill Lynch August 2012 - May 2013
Bank of America Merrill Lynch July 2011 - August 2012
Morgan Stanley Smith Barney December 2009 - June 2011
State Street February 2008 - December 2009
Runner's Edge May 2003 - December 2007
Skills
Wealth Management, Asset Management, Coaching, Series 7, Retirement Planning, Investments, Asset Allocation, Mutual Funds, Equities, Financial Analysis, Training, Portfolio Management, Leadership, Retirement, Series 31, Series 9/10, Series 66, Equity Compensation, Life & Health Insurance..., Series 63, Finance, Securities, FINRA, Uniform Combined State...
Education
College for Financial Planning 2012 — 2012
CRPC®, Chartered Retirement Planning Counselor
Boston College 2006 — 2008
M.Ed., Curriculum and Instruction
Boston College 2002 — 2006
B.A., History
Beverly Public High School 1998 — 2002
High School Diploma
Suzette Meyer's Morgan Stanley Smith Barney Experience 2008 - 2011
Job Regional Account Manager
Industry Computer Software
Experience
Fleetmatics 2014 - Present
Operation: Hire Our Heroes 2012 - 2013
Morgan Stanley Smith Barney 2008 - 2011
Blauvelt Investment Group 2003 - 2008
Merrill Lynch 1999 - 2003
A.G. Edwards & Sons 1993 - 1999
Skills
Public Speaking, Marketing, Social Media Marketing, Public Relations, Team Building, Customer Service, New Business Development, Sales Management, Management, Account Management
Education
Boston College
Bachelor of Arts (B.A.)
Boston College
Bachelor's degree
Fleetmatics 2014 - Present
Operation: Hire Our Heroes 2012 - 2013
Morgan Stanley Smith Barney 2008 - 2011
Blauvelt Investment Group 2003 - 2008
Merrill Lynch 1999 - 2003
A.G. Edwards & Sons 1993 - 1999
Skills
Public Speaking, Marketing, Social Media Marketing, Public Relations, Team Building, Customer Service, New Business Development, Sales Management, Management, Account Management
Education
Boston College
Bachelor of Arts (B.A.)
Boston College
Bachelor's degree
Ryan Ting Ryan Ting's Morgan Stanley Smith Barney Experience June 2002 - September 2002
Job Director of Operation & Product Development at R&H Distribution
Industry Sporting Goods
Experience
AT Finance & Development September 2015 - Present
Tin-Man Works, International Division CMP (CH) G&T (CH) May 2012 - August 2015
R&H Distribution March 2010 - August 2015
Morgan Stanley Smith Barney June 2002 - September 2002
Skills
Financial Analysis, Forecasting, Strategic Financial..., Asset Allocation, Sales, Investments, Microsoft Excel, Market Research, Marketing Strategy, Product Development, Marketing, Sales Management, Apparel, Brand Development, Brand Management, Customer Service, Merchandising, New Business Development, Market Analysis
Education
Parsons School of Design 2008 — 2009
Continue Edu., Fashion Merchandising
Boston University 2000 — 2004
BA, Economic
AT Finance & Development September 2015 - Present
Tin-Man Works, International Division CMP (CH) G&T (CH) May 2012 - August 2015
R&H Distribution March 2010 - August 2015
Morgan Stanley Smith Barney June 2002 - September 2002
Skills
Financial Analysis, Forecasting, Strategic Financial..., Asset Allocation, Sales, Investments, Microsoft Excel, Market Research, Marketing Strategy, Product Development, Marketing, Sales Management, Apparel, Brand Development, Brand Management, Customer Service, Merchandising, New Business Development, Market Analysis
Education
Parsons School of Design 2008 — 2009
Continue Edu., Fashion Merchandising
Boston University 2000 — 2004
BA, Economic
Diana Whalen's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job Graduate Leadership Development Operations Management at RollsRoyce
Industry Aviation & Aerospace
Experience
Rolls-Royce June 2013 - Present
Overseas Development Institute July 2012 - August 2012
Club Monaco August 2010 - March 2012
SEI Investments June 2011 - August 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, Leadership
Education
Boston University - School of Management 2010 — 2013
BSBA, Finance and Operations and Technology Management
Rolls-Royce June 2013 - Present
Overseas Development Institute July 2012 - August 2012
Club Monaco August 2010 - March 2012
SEI Investments June 2011 - August 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, Leadership
Education
Boston University - School of Management 2010 — 2013
BSBA, Finance and Operations and Technology Management
Bobby Allen, CIMA®'s Morgan Stanley Smith Barney Experience April 2010 - January 2011
Job Regional Vice President, New England at W. E. Donoghue & Co., Inc
Industry Financial Services
Experience
W. E. Donoghue & Co., Inc September 2015 - Present
John Hancock Investments April 2013 - August 2015
John Hancock Investments March 2012 - March 2013
John Hancock Investments February 2011 - March 2012
Morgan Stanley Smith Barney April 2010 - January 2011
Baystate Financial Services August 2009 - April 2010
Boston Bruins Professional Hockey Club 2006 - 2008
New Jersey Devils September 2004 - April 2006
Edmonton Oilers Hockey Club March 2002 - May 2004
Boston Bruins Professional Hockey Club September 2001 - March 2002
Skills
FINRA, Financial Advisory, Mutual Funds, Series 7, Investments, Series 63
Education
Boston College 1997 — 2001
BS, Marketing
Cushing Academy 1993 — 1997
W. E. Donoghue & Co., Inc September 2015 - Present
John Hancock Investments April 2013 - August 2015
John Hancock Investments March 2012 - March 2013
John Hancock Investments February 2011 - March 2012
Morgan Stanley Smith Barney April 2010 - January 2011
Baystate Financial Services August 2009 - April 2010
Boston Bruins Professional Hockey Club 2006 - 2008
New Jersey Devils September 2004 - April 2006
Edmonton Oilers Hockey Club March 2002 - May 2004
Boston Bruins Professional Hockey Club September 2001 - March 2002
Skills
FINRA, Financial Advisory, Mutual Funds, Series 7, Investments, Series 63
Education
Boston College 1997 — 2001
BS, Marketing
Cushing Academy 1993 — 1997
Jeffrey Frankel's Morgan Stanley Smith Barney Experience 1978 - Present
Job Vice PresidentWealth Management at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Smith Barney 1978 - Present
Salomon Smith Barney March 1978 - May 2009
Education
Boston University 1972 — 1976
BA, Economics
Mercersburg Academy
Morgan Stanley Smith Barney 1978 - Present
Salomon Smith Barney March 1978 - May 2009
Education
Boston University 1972 — 1976
BA, Economics
Mercersburg Academy
Josh Baron's Morgan Stanley Smith Barney Experience June 2008 - August 2009
Job Senior Financial Analyst at iHeartMedia
Industry Broadcast Media
Experience
iHeartMedia July 2014 - Present
Thermo Fisher Scientific July 2013 - July 2014
Thermo Fisher Scientific August 2011 - July 2013
Vornado Realty Trust June 2009 - August 2010
Morgan Stanley Smith Barney June 2008 - August 2009
HGA-Quest June 2006 - August 2008
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Data Analysis, PowerPoint, Microsoft Office, Financial Reporting, Forecasting, Valuation, Hyperion Enterprise, Microsoft Word, Access
Education
Boston University - School of Management 2007 — 2011
BSBA, Finance, Accounting, & Organizational Behavior
iHeartMedia July 2014 - Present
Thermo Fisher Scientific July 2013 - July 2014
Thermo Fisher Scientific August 2011 - July 2013
Vornado Realty Trust June 2009 - August 2010
Morgan Stanley Smith Barney June 2008 - August 2009
HGA-Quest June 2006 - August 2008
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Data Analysis, PowerPoint, Microsoft Office, Financial Reporting, Forecasting, Valuation, Hyperion Enterprise, Microsoft Word, Access
Education
Boston University - School of Management 2007 — 2011
BSBA, Finance, Accounting, & Organizational Behavior
Jean Tokmakian's Morgan Stanley Smith Barney Experience June 2010 - May 2011
Job Analyst, Advanced Analytics at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance April 2015 - Present
Nathan Associates August 2013 - March 2015
EMC July 2011 - July 2013
Morgan Stanley Smith Barney June 2010 - May 2011
Skills
Salesforce.com, Microsoft Excel, OBIEE, Data Analysis, Stata, French, SAS programming, Management, Analytics, Research
Education
Boston University 2007 — 2011
B.A., Economics, Psychology (Dual Major)
Monte Vista High School 2003 — 2007
Liberty Mutual Insurance April 2015 - Present
Nathan Associates August 2013 - March 2015
EMC July 2011 - July 2013
Morgan Stanley Smith Barney June 2010 - May 2011
Skills
Salesforce.com, Microsoft Excel, OBIEE, Data Analysis, Stata, French, SAS programming, Management, Analytics, Research
Education
Boston University 2007 — 2011
B.A., Economics, Psychology (Dual Major)
Monte Vista High School 2003 — 2007
Casey Benson's Morgan Stanley Smith Barney Experience June 2011 - January 2012
Job Client Service Coordinator at CBRE
Industry Commercial Real Estate
Experience
CBRE January 2013 - Present
Baroody Camps, Inc June 2004 - November 2012
Morgan Stanley Smith Barney June 2011 - January 2012
Capital City Brewing Company May 2010 - August 2010
Baroody Camps, Inc June 2005 - August 2010
South Austin Grill May 2008 - August 2008
Skills
Commercial Real Estate, PowerPoint, Microsoft Office, Microsoft Excel, Organization, Public Speaking, Communication Skills, Reports, Data Analysis, Market Research, Fitness
Education
Boston College 2008 — 2012
Bachelor of Arts and Sciences, Economics, Graduate
Universidad Pablo de Olavide 2011 — 2011
Junior Year Spring Semester
CBRE January 2013 - Present
Baroody Camps, Inc June 2004 - November 2012
Morgan Stanley Smith Barney June 2011 - January 2012
Capital City Brewing Company May 2010 - August 2010
Baroody Camps, Inc June 2005 - August 2010
South Austin Grill May 2008 - August 2008
Skills
Commercial Real Estate, PowerPoint, Microsoft Office, Microsoft Excel, Organization, Public Speaking, Communication Skills, Reports, Data Analysis, Market Research, Fitness
Education
Boston College 2008 — 2012
Bachelor of Arts and Sciences, Economics, Graduate
Universidad Pablo de Olavide 2011 — 2011
Junior Year Spring Semester
Travis Neuscheler Travis Neuscheler's Morgan Stanley Smith Barney Experience May 2010 - August 2010
Job Senior at EY
Industry Financial Services
Experience
EY October 2014 - Present
EY August 2012 - September 2014
EY June 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - August 2010
The Weidenfeld Law Firm January 2010 - May 2010
Shippan Point Advisors, LLC May 2009 - July 2009
Cacace, Tusch & Santagata May 2008 - August 2008
Skills
Accounting, Financial Reporting, Financial Statements, Sarbanes-Oxley, Auditing, Financial Accounting, Corporate Governance, Hedge Funds, Fund Of Funds, Strategic Financial..., Private Equity, Finance, CPA, Asset Management, Financial Audits, Analysis, Financial Planning, Sarbanes-Oxley Act
Education
Boston College - Carroll School of Management 2011 — 2012
Master of Science in Accounting, Accounting
The George Washington University - School of Business 2007 — 2011
Bachelor of Accountancy, Accounting
London School of Economics and Political Science 2008 — 2008
EY October 2014 - Present
EY August 2012 - September 2014
EY June 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - August 2010
The Weidenfeld Law Firm January 2010 - May 2010
Shippan Point Advisors, LLC May 2009 - July 2009
Cacace, Tusch & Santagata May 2008 - August 2008
Skills
Accounting, Financial Reporting, Financial Statements, Sarbanes-Oxley, Auditing, Financial Accounting, Corporate Governance, Hedge Funds, Fund Of Funds, Strategic Financial..., Private Equity, Finance, CPA, Asset Management, Financial Audits, Analysis, Financial Planning, Sarbanes-Oxley Act
Education
Boston College - Carroll School of Management 2011 — 2012
Master of Science in Accounting, Accounting
The George Washington University - School of Business 2007 — 2011
Bachelor of Accountancy, Accounting
London School of Economics and Political Science 2008 — 2008
Jeffrey Wetherbee's Morgan Stanley Smith Barney Experience January 2010 - June 2011
Job Stategic Partner/Senior Coach Focus Partners, LLC
Industry Investment Management
Experience
Tru-Edge Consulting, LLC June 2011 - Present
Focus Partners, LLC April 2012 - July 2013
Oculus Partners, LLC May 2011 - January 2012
Morgan Stanley Smith Barney January 2010 - June 2011
Paradigm Capital Management June 2009 - May 2010
Glenmont Partners,LLC. January 2007 - December 2008
NYS Small Business Technology Investment Fund June 2004 - January 2007
UBS Wealth Management May 1994 - May 2004
Prudential Investments 1988 - 1994
EFHutton July 1978 - January 1988
Skills
Coaching, Start-ups, Recruiting, Wealth Management, Series 7, Mutual Funds, Asset Allocation, Investments, Alternative Investments, Series 63, Retirement Planning, Securities, Asset Managment, Portfolio Management, Equities, Financial Advisory, Fixed Income, Strategic Financial..., Private Equity, Venture Capital, 401k, Hedge Funds, Retirement, Fixed Annuities, Training, Sales Management, Employee Development, Finance
Education
Boston University - School of Management
BS in BA, Business management
Buckingham, Browne & Nichols School
Cambridge, MA.
Tru-Edge Consulting, LLC June 2011 - Present
Focus Partners, LLC April 2012 - July 2013
Oculus Partners, LLC May 2011 - January 2012
Morgan Stanley Smith Barney January 2010 - June 2011
Paradigm Capital Management June 2009 - May 2010
Glenmont Partners,LLC. January 2007 - December 2008
NYS Small Business Technology Investment Fund June 2004 - January 2007
UBS Wealth Management May 1994 - May 2004
Prudential Investments 1988 - 1994
EFHutton July 1978 - January 1988
Skills
Coaching, Start-ups, Recruiting, Wealth Management, Series 7, Mutual Funds, Asset Allocation, Investments, Alternative Investments, Series 63, Retirement Planning, Securities, Asset Managment, Portfolio Management, Equities, Financial Advisory, Fixed Income, Strategic Financial..., Private Equity, Venture Capital, 401k, Hedge Funds, Retirement, Fixed Annuities, Training, Sales Management, Employee Development, Finance
Education
Boston University - School of Management
BS in BA, Business management
Buckingham, Browne & Nichols School
Cambridge, MA.
Patrick Donlon, CFA, CFP's Morgan Stanley Smith Barney Experience May 2008 - October 2013
Job Investment Analyst at Fiduciary Trust Company
Industry Financial Services
Experience
Fiduciary Trust Company April 2015 - Present
Fidelity Investments November 2013 - Present
Morgan Stanley Smith Barney May 2008 - October 2013
Skills
Series 7
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2008
Bachelor's, Finance
Fiduciary Trust Company April 2015 - Present
Fidelity Investments November 2013 - Present
Morgan Stanley Smith Barney May 2008 - October 2013
Skills
Series 7
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2008
Bachelor's, Finance
Thomas Pauwels, CFA's Morgan Stanley Smith Barney Experience September 2008 - August 2010
Job Manager, Global Banking Group at American Express
Industry Accounting
Experience
American Express April 2015 - Present
American Express September 2013 - April 2015
Ernst & Young September 2010 - September 2013
Morgan Stanley Smith Barney September 2008 - August 2010
Park Sutton Advisors May 2009 - September 2009
Skills
Investment Banking, Finance, Wealth Management, Valuation, Analytics, Corporate Finance, Microsoft Excel, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
B.S., Finance
Boston University Questrom School of Business 2006 — 2008
Finance
American Express April 2015 - Present
American Express September 2013 - April 2015
Ernst & Young September 2010 - September 2013
Morgan Stanley Smith Barney September 2008 - August 2010
Park Sutton Advisors May 2009 - September 2009
Skills
Investment Banking, Finance, Wealth Management, Valuation, Analytics, Corporate Finance, Microsoft Excel, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
B.S., Finance
Boston University Questrom School of Business 2006 — 2008
Finance
Alice (Yetong) Li's Morgan Stanley Smith Barney Experience January 2012 - February 2012
Job Analyst at Citigroup
Industry Financial Services
Experience
Citi June 2013 - Present
J.P. Morgan Private Bank May 2012 - August 2012
Morgan Stanley Smith Barney January 2012 - February 2012
China Securities Co., Ltd. May 2010 - July 2010
Skills
English and Chinese, Microsoft Word and Excel, Bloomberg, Factset, Morningstar, Equities, Equity Research, Mutual Funds, Financial Modeling, Financial Analysis, Portfolio Management, Wealth Management, Valuation
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2013
BS, Finance, Math, GPA: 3.76
Penn State University 2009 — 2010
BS, Economics, Mathematics
Northamptonshire Grammar School 2006 — 2008
Citi June 2013 - Present
J.P. Morgan Private Bank May 2012 - August 2012
Morgan Stanley Smith Barney January 2012 - February 2012
China Securities Co., Ltd. May 2010 - July 2010
Skills
English and Chinese, Microsoft Word and Excel, Bloomberg, Factset, Morningstar, Equities, Equity Research, Mutual Funds, Financial Modeling, Financial Analysis, Portfolio Management, Wealth Management, Valuation
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2013
BS, Finance, Math, GPA: 3.76
Penn State University 2009 — 2010
BS, Economics, Mathematics
Northamptonshire Grammar School 2006 — 2008
Alix Fogel's Morgan Stanley Smith Barney Experience June 2007 - September 2008
Job International Accounting Operations @ Dropbox
Industry Accounting
Experience
Dropbox November 2014 - Present
salesforce.com May 2013 - October 2014
PricewaterhouseCoopers September 2009 - May 2013
Morgan Stanley Smith Barney June 2007 - September 2008
Skills
Internal Controls, US GAAP, Auditing, Accounting, Financial Analysis, SEC filings, GAAP, Financial Reporting, Sarbanes-Oxley Act, Finance, Financial Accounting, Valuation, Financial Modeling, Corporate Finance, Consolidation, IFRS, Due Diligence, Foreign Exchange, International Accounting, Hyperion HFM, Transfer Pricing, Financial Close Process, Oracle E-Business Suite, Oracle, NetSuite, FX Accounting, Hyperion, SEC Filings
Education
Boston College 2005 — 2009
B.S., Accounting, Finance
Freie Universität Berlin 2008 — 2008
German
Dropbox November 2014 - Present
salesforce.com May 2013 - October 2014
PricewaterhouseCoopers September 2009 - May 2013
Morgan Stanley Smith Barney June 2007 - September 2008
Skills
Internal Controls, US GAAP, Auditing, Accounting, Financial Analysis, SEC filings, GAAP, Financial Reporting, Sarbanes-Oxley Act, Finance, Financial Accounting, Valuation, Financial Modeling, Corporate Finance, Consolidation, IFRS, Due Diligence, Foreign Exchange, International Accounting, Hyperion HFM, Transfer Pricing, Financial Close Process, Oracle E-Business Suite, Oracle, NetSuite, FX Accounting, Hyperion, SEC Filings
Education
Boston College 2005 — 2009
B.S., Accounting, Finance
Freie Universität Berlin 2008 — 2008
German
Madeline Cross's Morgan Stanley Smith Barney Experience September 2010 - August 2011
Job Account Manager at ignition, Inc.
Industry Marketing and Advertising
Experience
Morgan Stanley August 2011 - May 2014
Morgan Stanley Smith Barney September 2010 - August 2011
glaceau May 2009 - September 2009
The Coca-Cola Company June 2008 - August 2008
Skills
Sales, Management
Education
Boston University 2006 — 2010
B.A. in Economics, Economics with a minor in Business Administration
Marist School
Morgan Stanley August 2011 - May 2014
Morgan Stanley Smith Barney September 2010 - August 2011
glaceau May 2009 - September 2009
The Coca-Cola Company June 2008 - August 2008
Skills
Sales, Management
Education
Boston University 2006 — 2010
B.A. in Economics, Economics with a minor in Business Administration
Marist School
Saira Baig's Morgan Stanley Smith Barney Experience May 2010 - July 2011
Job Global MBA candidate, Johns Hopkins
Industry Entertainment
Experience
Fox Filmed Entertainment May 2012 - May 2015
Morgan Stanley Smith Barney May 2010 - July 2011
International Famous Players Radio Picture Corporation April 2005 - March 2009
International Creative Management February 2003 - March 2005
Skills
Series 7, Strategic Partnerships, Bonds, Product Management, Mutual Funds, Strategy, Sales
Education
Boston University
The Johns Hopkins University - Carey Business School
Master of Business Administration (M.B.A.)
Fox Filmed Entertainment May 2012 - May 2015
Morgan Stanley Smith Barney May 2010 - July 2011
International Famous Players Radio Picture Corporation April 2005 - March 2009
International Creative Management February 2003 - March 2005
Skills
Series 7, Strategic Partnerships, Bonds, Product Management, Mutual Funds, Strategy, Sales
Education
Boston University
The Johns Hopkins University - Carey Business School
Master of Business Administration (M.B.A.)
Anthony Fleurival's Morgan Stanley Smith Barney Experience May 2011 - September 2015
Job Financial Advisor
Industry Financial Services
Experience
Independent Financial Consultant September 2015 - Present
Morgan Stanley Smith Barney May 2011 - September 2015
Caribbean U-Turn February 2008 - August 2011
State Street October 2010 - March 2011
State Street May 2009 - October 2010
State Street October 2007 - May 2009
Computershare September 2006 - June 2007
Skills
Public Speaking, Microsoft Office, Finance, Event Planning, Microsoft Excel, Research, Investments, Financial Analysis, PowerPoint, Social Networking
Education
Boston College - Carroll School of Management 2002 — 2006
Bachelors, General Management
Governor Dummer Academy 1999 — 2002
The Fessenden School 1998 — 1999
Independent Financial Consultant September 2015 - Present
Morgan Stanley Smith Barney May 2011 - September 2015
Caribbean U-Turn February 2008 - August 2011
State Street October 2010 - March 2011
State Street May 2009 - October 2010
State Street October 2007 - May 2009
Computershare September 2006 - June 2007
Skills
Public Speaking, Microsoft Office, Finance, Event Planning, Microsoft Excel, Research, Investments, Financial Analysis, PowerPoint, Social Networking
Education
Boston College - Carroll School of Management 2002 — 2006
Bachelors, General Management
Governor Dummer Academy 1999 — 2002
The Fessenden School 1998 — 1999
David H Widell Jr.'s Morgan Stanley Smith Barney Experience October 2005 - February 2011
Job Tax Sensitive Retirement Income Advisor
Industry Financial Services
Experience
Cetera Advisor Networks LLC January 2014 - Present
Raymond James & Associates, Inc March 2011 - August 2012
Morgan Stanley Smith Barney October 2005 - February 2011
Clear Channel Radio January 2002 - September 2005
Dallas Cowboys, Denver Broncos, Jacksonville Jaguars and NFC Champion Atlanta Falcons April 1988 - February 1999
IBM May 1984 - August 1987
Skills
Investments, Wealth Management, Securities, Sales, Financial Advisory, Strategic Financial..., Insurance, Financial Analysis, Mutual Funds, Equities, Retirement Planning, Asset Managment, Portfolio Management, Budget, Due Diligence
Education
Boston College 1983 — 1987
B.S., Finance
Boston College - Wallace E. Carroll Graduate School of Management 1983 — 1987
B.S., Finance, Accounting
Cetera Advisor Networks LLC January 2014 - Present
Raymond James & Associates, Inc March 2011 - August 2012
Morgan Stanley Smith Barney October 2005 - February 2011
Clear Channel Radio January 2002 - September 2005
Dallas Cowboys, Denver Broncos, Jacksonville Jaguars and NFC Champion Atlanta Falcons April 1988 - February 1999
IBM May 1984 - August 1987
Skills
Investments, Wealth Management, Securities, Sales, Financial Advisory, Strategic Financial..., Insurance, Financial Analysis, Mutual Funds, Equities, Retirement Planning, Asset Managment, Portfolio Management, Budget, Due Diligence
Education
Boston College 1983 — 1987
B.S., Finance
Boston College - Wallace E. Carroll Graduate School of Management 1983 — 1987
B.S., Finance, Accounting
Tokusan Svenson, CFP® 苏德山 Tokusan Svenson, CFP® 苏德山's Morgan Stanley Smith Barney Experience August 2010 - June 2011
Job Polymath: Project Management, Financial Planning & Analysis, Real Estate Consulting
Industry Real Estate
Experience
Merrill Lynch November 2011 - Present
RSVP Real Estate September 2011 - Present
Morgan Stanley Smith Barney August 2010 - June 2011
Wells Fargo Investmens, LLC July 2007 - July 2010
Novadebt January 2006 - March 2007
American Consumer Credit Counseling August 2003 - January 2006
William Bartholomew and Associates October 2001 - August 2004
ZONE Telecom, Inc. October 2000 - October 2001
oCen Communications Taiwan Co., Ltd. May 2000 - October 2000
World Congress, LLC August 1998 - May 2000
Skills
Real Estate, Financial Planning, Series 7, Series 66, Series 31, Certified Financial..., International Project..., International Events, Strategic Financial..., Investments, Uniform Combined State..., Financial Modeling, Finance, Wealth Management, Financial Planners, FINRA, Portfolio Management, Asset Management, Management, Team Leadership, Risk Management, Loans, Business Development, Leadership
Education
Boston University 2008 — 2009
Certificate, Program for Financial Planning with the Boston Institute of Finance, Pass
National Taiwan Normal University 1996 — 1998
Certificate, Chinese (Mandarin)
Boston University 1992 — 1996
BA, East Asian Studies and International Relations
University of International Business and Economics 1995 — 1995
n/a, Chinese
University of Washington
University of Washington
Merrill Lynch November 2011 - Present
RSVP Real Estate September 2011 - Present
Morgan Stanley Smith Barney August 2010 - June 2011
Wells Fargo Investmens, LLC July 2007 - July 2010
Novadebt January 2006 - March 2007
American Consumer Credit Counseling August 2003 - January 2006
William Bartholomew and Associates October 2001 - August 2004
ZONE Telecom, Inc. October 2000 - October 2001
oCen Communications Taiwan Co., Ltd. May 2000 - October 2000
World Congress, LLC August 1998 - May 2000
Skills
Real Estate, Financial Planning, Series 7, Series 66, Series 31, Certified Financial..., International Project..., International Events, Strategic Financial..., Investments, Uniform Combined State..., Financial Modeling, Finance, Wealth Management, Financial Planners, FINRA, Portfolio Management, Asset Management, Management, Team Leadership, Risk Management, Loans, Business Development, Leadership
Education
Boston University 2008 — 2009
Certificate, Program for Financial Planning with the Boston Institute of Finance, Pass
National Taiwan Normal University 1996 — 1998
Certificate, Chinese (Mandarin)
Boston University 1992 — 1996
BA, East Asian Studies and International Relations
University of International Business and Economics 1995 — 1995
n/a, Chinese
University of Washington
University of Washington
Christopher Bertinelli, CIMA Christopher Bertinelli, CIMA's Morgan Stanley Smith Barney Experience 2003 - 2010
Job Regional Director at Brandes Investment Partners
Industry Investment Management
Experience
Brandes Investment Partners September 2013 - Present
Tocqueville Asset Management September 2011 - September 2013
Ashfield Capital Partners, LLC 2010 - September 2011
Morgan Stanley Smith Barney 2003 - 2010
Fred Alger Management 1999 - 2003
MFS Investment Management 1997 - 1998
Skills
Mutual Funds, Alternative Investments, Series 63, ETFs, Separately Managed..., Series 7, Series 24, Series 65, External Wholesaling, RIAs (Registered..., Independent Broker..., Wire House Firms, Third Party Distribution, National and Key..., UITs, Sub-Advisory and..., Asset Allocation, FINRA, Financial Advisory, Financial Services, Investment Advisory, Investment Management, Investments, Portfolio Management, Securities, Unit Investment Trusts, Wealth Management
Education
University of Pennsylvania - The Wharton School 2005 — 2005
CIMA, Certified Investment Management Analyst
Boston University 1993 — 1997
BA, International Relations, Economics
Brandes Investment Partners September 2013 - Present
Tocqueville Asset Management September 2011 - September 2013
Ashfield Capital Partners, LLC 2010 - September 2011
Morgan Stanley Smith Barney 2003 - 2010
Fred Alger Management 1999 - 2003
MFS Investment Management 1997 - 1998
Skills
Mutual Funds, Alternative Investments, Series 63, ETFs, Separately Managed..., Series 7, Series 24, Series 65, External Wholesaling, RIAs (Registered..., Independent Broker..., Wire House Firms, Third Party Distribution, National and Key..., UITs, Sub-Advisory and..., Asset Allocation, FINRA, Financial Advisory, Financial Services, Investment Advisory, Investment Management, Investments, Portfolio Management, Securities, Unit Investment Trusts, Wealth Management
Education
University of Pennsylvania - The Wharton School 2005 — 2005
CIMA, Certified Investment Management Analyst
Boston University 1993 — 1997
BA, International Relations, Economics
Laub, Darin's Morgan Stanley Smith Barney Experience May 1999 - April 2012
Job Wealth Management at Barclays
Industry Financial Services
Experience
Wealth and Investment Management at Barclays April 2012 - Present
Morgan Stanley Smith Barney May 1999 - April 2012
Prudenital Securities March 1996 - May 1999
Lehman Brothers August 1992 - March 1996
Skills
Buy-side, Hedge Funds, Wealth Management, Portfolio Management, Sell Side, Series 7, Corporate Finance, Asset Managment, Alternative Investments, Investments, Acquisitions, Mergers, Wealth Management..., Fixed Income, Equities, Asset Allocation, Investment Advisory, Series 63, ETFs, Investment Strategies, Mergers & Acquisitions, Asset Management
Education
Boston University 1987 — 1991
Wealth and Investment Management at Barclays April 2012 - Present
Morgan Stanley Smith Barney May 1999 - April 2012
Prudenital Securities March 1996 - May 1999
Lehman Brothers August 1992 - March 1996
Skills
Buy-side, Hedge Funds, Wealth Management, Portfolio Management, Sell Side, Series 7, Corporate Finance, Asset Managment, Alternative Investments, Investments, Acquisitions, Mergers, Wealth Management..., Fixed Income, Equities, Asset Allocation, Investment Advisory, Series 63, ETFs, Investment Strategies, Mergers & Acquisitions, Asset Management
Education
Boston University 1987 — 1991
David Arizini's Morgan Stanley Smith Barney Experience 1997 - 2008
Job Managing Director, Constellation Wealth Advisors
Industry Financial Services
Experience
Constellation Wealth Advisors March 2008 - Present
Morgan Stanley Smith Barney 1997 - 2008
Education
Boston College 1988 — 1992
Bachelor's Degree, Economics and Marketing
University of Cambridge
Economics
Constellation Wealth Advisors March 2008 - Present
Morgan Stanley Smith Barney 1997 - 2008
Education
Boston College 1988 — 1992
Bachelor's Degree, Economics and Marketing
University of Cambridge
Economics
Santiago E. Gomez's Morgan Stanley Smith Barney Experience June 2004 - August 2004
Job Lead Macro Strategist for Emerging Markets, Latin America at BCA Research
Industry Financial Services
Experience
BCA Research September 2014 - Present
BCA Research August 2007 - Present
United Nations Development Programme May 2006 - September 2006
The World Bank August 2005 - December 2005
World Bank Group April 2005 - December 2005
Morgan Stanley Smith Barney June 2004 - August 2004
United States Senate-Office of Hon. Edward M. Kennedy (MA-D) January 2004 - June 2004
Grupo Valores Bavaria S.A. June 2001 - August 2001
Skills
Economics, Politics, Research, Emerging Markets, Economic Development, Leadership, Statistics, Investments, Macroeconomics, Financial Markets, Investment Strategies, Bloomberg, French, Asset Allocation, Econometrics, Spanish, Policy Analysis, Public Policy, International..., Fixed Income, Political Science, Strategy, Finance, Portfolio Management, Equities, Financial Modeling
Education
Boston University 2003 — 2005
Master of Arts
Boston University 2001 — 2005
Bachelor of Arts, Cum Laude
Gimanasio de los Cerros 1998 — 2002
International Baccalaureate
BCA Research September 2014 - Present
BCA Research August 2007 - Present
United Nations Development Programme May 2006 - September 2006
The World Bank August 2005 - December 2005
World Bank Group April 2005 - December 2005
Morgan Stanley Smith Barney June 2004 - August 2004
United States Senate-Office of Hon. Edward M. Kennedy (MA-D) January 2004 - June 2004
Grupo Valores Bavaria S.A. June 2001 - August 2001
Skills
Economics, Politics, Research, Emerging Markets, Economic Development, Leadership, Statistics, Investments, Macroeconomics, Financial Markets, Investment Strategies, Bloomberg, French, Asset Allocation, Econometrics, Spanish, Policy Analysis, Public Policy, International..., Fixed Income, Political Science, Strategy, Finance, Portfolio Management, Equities, Financial Modeling
Education
Boston University 2003 — 2005
Master of Arts
Boston University 2001 — 2005
Bachelor of Arts, Cum Laude
Gimanasio de los Cerros 1998 — 2002
International Baccalaureate
Robert Mancini CIMA's Morgan Stanley Smith Barney Experience June 2009 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2009 - Present
Smith Barney April 2003 - Present
Sanford C. Bernstein June 1999 - March 2003
Skills
Series 7, Investments, Estate Planning, Strategic Financial..., Portfolio Management, Investment Strategies, Mutual Funds, Alternative Investments, Finance, Asset Management, Asset Allocation, Retirement Planning, Securities, Wealth Management, Investment Management, Investment Advisory, Retirement, Series 63
Education
Boston University 1994 — 1996
MS, Business
Villanova University 1988 — 1992
Morgan Stanley Smith Barney June 2009 - Present
Smith Barney April 2003 - Present
Sanford C. Bernstein June 1999 - March 2003
Skills
Series 7, Investments, Estate Planning, Strategic Financial..., Portfolio Management, Investment Strategies, Mutual Funds, Alternative Investments, Finance, Asset Management, Asset Allocation, Retirement Planning, Securities, Wealth Management, Investment Management, Investment Advisory, Retirement, Series 63
Education
Boston University 1994 — 1996
MS, Business
Villanova University 1988 — 1992
Sandeep Hingorani's Morgan Stanley Smith Barney Experience February 2009 - February 2010
Job CoFounder at LotsOfStops
Industry Telecommunications
Experience
Taking it to the streets June 2014 - Present
LotsOfStops September 2014 - November 2014
frogo.tv 2012 - 2012
Emenity November 2001 - November 2010
Morgan Stanley Smith Barney February 2009 - February 2010
UBS October 2005 - February 2009
ON24 2004 - 2005
Polaris Software Labs 2002 - 2005
Solutionpark AG July 2001 - 2002
Akamai Technologies 1999 - 2001
Skills
Product Development, Business Strategy, New Business Development, Strategy, Social Media, Marketing Communications, Project Management, Web Video, Streaming Media, Cloud Computing, Business Development, Financial Analysis, Financial Modeling, Early-stage Startups, Startup Development, Entrepreneurship
Education
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2006 — 2008
M.B.L., Masters in Business Law
Pennsylvania State University 1991 — 1995
BS, International Business
Universität zu Köln / University of Cologne 1993 — 1993
Study Abroad, International Business, Trade, and Tax Law
Boston University
Certified Financial Planner Coursework, CFP
Taking it to the streets June 2014 - Present
LotsOfStops September 2014 - November 2014
frogo.tv 2012 - 2012
Emenity November 2001 - November 2010
Morgan Stanley Smith Barney February 2009 - February 2010
UBS October 2005 - February 2009
ON24 2004 - 2005
Polaris Software Labs 2002 - 2005
Solutionpark AG July 2001 - 2002
Akamai Technologies 1999 - 2001
Skills
Product Development, Business Strategy, New Business Development, Strategy, Social Media, Marketing Communications, Project Management, Web Video, Streaming Media, Cloud Computing, Business Development, Financial Analysis, Financial Modeling, Early-stage Startups, Startup Development, Entrepreneurship
Education
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2006 — 2008
M.B.L., Masters in Business Law
Pennsylvania State University 1991 — 1995
BS, International Business
Universität zu Köln / University of Cologne 1993 — 1993
Study Abroad, International Business, Trade, and Tax Law
Boston University
Certified Financial Planner Coursework, CFP
Ingrid Henricksen's Morgan Stanley Smith Barney Experience 2010 - 2011
Job Technical Professiona;
Industry Financial Services
Experience
Lady Liberty Academy 2013 - Present
WHiSPER 2003 - Present
Morgan Stanley Smith Barney 2010 - 2011
US Census Bureau February 2010 - July 2010
Eastbrook Academy 2003 - 2009
RBC Bull & Bear 1999 - 2001
Royal Bank of Canada 1996 - 1999
Young & Rubicam 1995 - 1996
Digital Equipment Corporation 1988 - 1993
Skills
Team Building, Leadership Development, Public Speaking, Fundraising, Customer Service, Coaching, Strategic Planning, Non-profits, Program Management, Public Relations, Team Leadership, Event Planning, Research, Entrepreneurship, Budgets
Education
Northeastern University 1981 — 1987
Electrical Engineering
Boston University 1979 — 1981
Biology
Stuyvesant High School 1975 — 1979
St Francis
Lady Liberty Academy 2013 - Present
WHiSPER 2003 - Present
Morgan Stanley Smith Barney 2010 - 2011
US Census Bureau February 2010 - July 2010
Eastbrook Academy 2003 - 2009
RBC Bull & Bear 1999 - 2001
Royal Bank of Canada 1996 - 1999
Young & Rubicam 1995 - 1996
Digital Equipment Corporation 1988 - 1993
Skills
Team Building, Leadership Development, Public Speaking, Fundraising, Customer Service, Coaching, Strategic Planning, Non-profits, Program Management, Public Relations, Team Leadership, Event Planning, Research, Entrepreneurship, Budgets
Education
Northeastern University 1981 — 1987
Electrical Engineering
Boston University 1979 — 1981
Biology
Stuyvesant High School 1975 — 1979
St Francis
Kristen McTeague's Morgan Stanley Smith Barney Experience January 2000 - June 2001
Job Sales and Marketing at RPM General Contractors, Inc
Industry Construction
Experience
RPM General Contractors, Inc December 2012 - Present
Whole Foods Market July 2011 - December 2012
Crate & Barrel August 2006 - February 2010
Crate & Barrel April 2005 - August 2006
Crate & Barrel June 2003 - April 2005
Crate & Barrel October 2001 - June 2003
Crate & Barrel October 1998 - October 2001
Morgan Stanley Smith Barney January 2000 - June 2001
Smith Barney Private Trust Co September 1998 - January 2000
Morgan Stanley Smith Barney February 1996 - August 1998
Skills
Merchandising, Customer Service, Inventory Management, Marketing, Customer Satisfaction, Team Leadership, Operations Management, Strategic Planning, Retail, Coaching, Sales, Management, Time Management, Team Building, Training, Budgets, Business Development, Human Resources, Inventory Control, Public Relations
Education
Boston College 1991 — 1995
B.A, English
Cardinal Newman High School 1987 — 1991
RPM General Contractors, Inc December 2012 - Present
Whole Foods Market July 2011 - December 2012
Crate & Barrel August 2006 - February 2010
Crate & Barrel April 2005 - August 2006
Crate & Barrel June 2003 - April 2005
Crate & Barrel October 2001 - June 2003
Crate & Barrel October 1998 - October 2001
Morgan Stanley Smith Barney January 2000 - June 2001
Smith Barney Private Trust Co September 1998 - January 2000
Morgan Stanley Smith Barney February 1996 - August 1998
Skills
Merchandising, Customer Service, Inventory Management, Marketing, Customer Satisfaction, Team Leadership, Operations Management, Strategic Planning, Retail, Coaching, Sales, Management, Time Management, Team Building, Training, Budgets, Business Development, Human Resources, Inventory Control, Public Relations
Education
Boston College 1991 — 1995
B.A, English
Cardinal Newman High School 1987 — 1991
Bradley Eisen, CFP(R), CIMA(R)'s Morgan Stanley Smith Barney Experience 2007 - December 2010
Job Senior Vice President at Salient Partners
Industry Financial Services
Experience
Salient Partners April 2013 - Present
UBS Financial Services December 2010 - April 2013
Morgan Stanley Smith Barney 2007 - December 2010
RBC September 2005 - December 2006
Legg Mason September 2003 - September 2005
Skills
Alternative Investments, Bloomberg, Bonds, Capital Markets, ETFs, Equity Research, FINRA, Financial Advisory, Financial Markets, Financial Services, Investment Management, Mutual Funds, Private Equity, Retirement Planning, Series 24, Series 63, Series 7, Strategic Financial..., Structured Products, Trading, Uniform Combined State..., Wealth Management..., Asset Allocation, Banking
Education
Boston University 1999 — 2003
Bachelors, Political Science
Salient Partners April 2013 - Present
UBS Financial Services December 2010 - April 2013
Morgan Stanley Smith Barney 2007 - December 2010
RBC September 2005 - December 2006
Legg Mason September 2003 - September 2005
Skills
Alternative Investments, Bloomberg, Bonds, Capital Markets, ETFs, Equity Research, FINRA, Financial Advisory, Financial Markets, Financial Services, Investment Management, Mutual Funds, Private Equity, Retirement Planning, Series 24, Series 63, Series 7, Strategic Financial..., Structured Products, Trading, Uniform Combined State..., Wealth Management..., Asset Allocation, Banking
Education
Boston University 1999 — 2003
Bachelors, Political Science
Bozidar Jovanovic's Morgan Stanley Smith Barney Experience March 2010 - June 2011
Job Vice President at Bank Leumi
Industry Financial Services
Experience
Bank Leumi March 2014 - Present
Manhattanville College May 2009 - Present
Barclays January 2013 - June 2013
C12 Capital Management June 2011 - September 2012
Morgan Stanley Smith Barney March 2010 - June 2011
Halbis Capital Management April 2007 - May 2008
FrontPoint Partners LLC May 2006 - March 2007
Brown Brothers Harriman August 2004 - May 2006
Stonebrook March 2002 - August 2004
Bloomberg August 1998 - March 2002
Skills
Options, Volatility, Derivatives, Fixed Income, Hedge Funds, Quantitative Finance, Bloomberg, Equities, Alternative Investments, Trading, Quantitative Analytics, Trading Systems, Financial Markets, FX Options, Risk Management, Finance, Financial Analysis, Asset Management, Asset Allocation, Portfolio Management, Investments, Bonds, Investment Strategies, Financial Risk, Hedging, Mutual Funds, Commodity, Econometrics, Financial Modeling, Valuation, Capital Markets, Market Risk, Investment Banking, VBA, Academic Tutoring
Education
7 City Learning 2008 — 2009
Certificate in Qunatitiative Finance, Quantitative Finance
CFA Institute 2000 — 2003
CFA, Finance
Boston University 1992 — 1999
PhD, Physics
University of Belgrade 1988 — 1992
Diploma, Theoretical Physics
Bank Leumi March 2014 - Present
Manhattanville College May 2009 - Present
Barclays January 2013 - June 2013
C12 Capital Management June 2011 - September 2012
Morgan Stanley Smith Barney March 2010 - June 2011
Halbis Capital Management April 2007 - May 2008
FrontPoint Partners LLC May 2006 - March 2007
Brown Brothers Harriman August 2004 - May 2006
Stonebrook March 2002 - August 2004
Bloomberg August 1998 - March 2002
Skills
Options, Volatility, Derivatives, Fixed Income, Hedge Funds, Quantitative Finance, Bloomberg, Equities, Alternative Investments, Trading, Quantitative Analytics, Trading Systems, Financial Markets, FX Options, Risk Management, Finance, Financial Analysis, Asset Management, Asset Allocation, Portfolio Management, Investments, Bonds, Investment Strategies, Financial Risk, Hedging, Mutual Funds, Commodity, Econometrics, Financial Modeling, Valuation, Capital Markets, Market Risk, Investment Banking, VBA, Academic Tutoring
Education
7 City Learning 2008 — 2009
Certificate in Qunatitiative Finance, Quantitative Finance
CFA Institute 2000 — 2003
CFA, Finance
Boston University 1992 — 1999
PhD, Physics
University of Belgrade 1988 — 1992
Diploma, Theoretical Physics
Jay Garcia's Morgan Stanley Smith Barney Experience October 1989 - April 1993
Job Managing Partner at Small Business Community Capital, LLC
Industry Financial Services
Experience
Small Business Community Capital, LLC October 2013 - Present
Altura Capital Group July 2010 - Present
UniWorld Capital October 2007 - July 2010
Discovery Capital Group February 2001 - October 2007
Santander Asset Management October 1998 - January 2001
Santander Investment April 1995 - October 1998
Salomon Brothers April 1993 - March 1995
Morgan Stanley Smith Barney October 1989 - April 1993
Skills
Private Equity, Investments, Financial Analysis, Asset Management, Entrepreneurship, Hedge Funds, Alternative Investments, Capital Markets, Portfolio Management, Financial Modeling, Equities, Venture Capital, Fixed Income, Management, Mergers & Acquisitions, Due Diligence, Emerging Markets, Corporate Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1989
MSF, Finance
Universidad de Los Andes 1981 — 1986
Engineering, Civil
Colegio San Carlos 1969 — 1981
Small Business Community Capital, LLC October 2013 - Present
Altura Capital Group July 2010 - Present
UniWorld Capital October 2007 - July 2010
Discovery Capital Group February 2001 - October 2007
Santander Asset Management October 1998 - January 2001
Santander Investment April 1995 - October 1998
Salomon Brothers April 1993 - March 1995
Morgan Stanley Smith Barney October 1989 - April 1993
Skills
Private Equity, Investments, Financial Analysis, Asset Management, Entrepreneurship, Hedge Funds, Alternative Investments, Capital Markets, Portfolio Management, Financial Modeling, Equities, Venture Capital, Fixed Income, Management, Mergers & Acquisitions, Due Diligence, Emerging Markets, Corporate Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1989
MSF, Finance
Universidad de Los Andes 1981 — 1986
Engineering, Civil
Colegio San Carlos 1969 — 1981
David Widell's Morgan Stanley Smith Barney Experience July 2009 - Present
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2009 - Present
Morgan Stanley Smith Barney 2005 - Present
Citigroup August 2005 - July 2009
Education
Boston College 1983 — 1987
Morgan Stanley Smith Barney July 2009 - Present
Morgan Stanley Smith Barney 2005 - Present
Citigroup August 2005 - July 2009
Education
Boston College 1983 — 1987
Zachary Bouchard's Morgan Stanley Smith Barney Experience September 2005 - June 2006
Job Managing Partner, Chief Compliance Officer at Boston Standard Wealth Management, LLC
Industry Retail
Experience
Boston Standard Wealth Management, LLC July 2011 - Present
Ameriprise Financial Services, Inc. May 2007 - June 2011
Morgan Stanley Smith Barney September 2005 - June 2006
Ameriprise Financial Services, Inc. September 2003 - September 2005
Education
Boston College 1999 — 2003
BS, Philosophy, Economics
Boston Standard Wealth Management, LLC July 2011 - Present
Ameriprise Financial Services, Inc. May 2007 - June 2011
Morgan Stanley Smith Barney September 2005 - June 2006
Ameriprise Financial Services, Inc. September 2003 - September 2005
Education
Boston College 1999 — 2003
BS, Philosophy, Economics
Sukru Uluoglu's Morgan Stanley Smith Barney Experience December 2001 - Present
Job Senior Complex Risk Officer at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Smith Barney December 2001 - Present
Morgan Stanley November 2006 - January 2010
Smith Barney December 2001 - November 2006
Fidelity Investments Brokerage Serivces November 1997 - December 2001
Skills
Financial Services, FINRA, Risk Management, Series 7, Insurance, Financial Risk, Series 63, Securities, KYC, Mutual Funds, Alternative Investments, Retirement Planning, Wealth Management, Uniform Combined State..., Operational Risk..., Risk Assessment, Change Management, Enterprise Risk..., Equities, Investments, Portfolio Management
Education
Boston University Questrom School of Business
MBA
Kadikoy Anadolu
Kadikoy Anadolu
Morgan Stanley Smith Barney December 2001 - Present
Morgan Stanley November 2006 - January 2010
Smith Barney December 2001 - November 2006
Fidelity Investments Brokerage Serivces November 1997 - December 2001
Skills
Financial Services, FINRA, Risk Management, Series 7, Insurance, Financial Risk, Series 63, Securities, KYC, Mutual Funds, Alternative Investments, Retirement Planning, Wealth Management, Uniform Combined State..., Operational Risk..., Risk Assessment, Change Management, Enterprise Risk..., Equities, Investments, Portfolio Management
Education
Boston University Questrom School of Business
MBA
Kadikoy Anadolu
Kadikoy Anadolu
Ray Beattie's Morgan Stanley Smith Barney Experience June 2009 - October 2010
Job Regional Vice President at Transamerica Retirement Services
Industry Financial Services
Experience
Transamerica Retirement Services March 2012 - Present
ADP November 2010 - April 2012
Morgan Stanley Smith Barney June 2009 - October 2010
Banc of America Investment Services May 2008 - March 2009
Romney for President, Inc. 2007 - 2008
The Commonwealth of MA -- Executive Office March 2006 - January 2007
The Commonwealth of MA -- Office of Sen. Brian Lees April 2005 - March 2006
Kerry Healey for Governor 2006 - 2006
Skills
Retirement, Investments, 401k, Series 7, Finance, Fixed Annuities, Series 6, Wealth Management, Series 63, Retirement Planning, Leadership, Mutual Funds, Securities, Management, Financial Services, Asset Allocation
Education
Boston College 1998 — 2002
BA, Communications
Northfield Mt. Hermon School 1996 — 1998
Longmeadow High School 1994 — 1996
Transamerica Retirement Services March 2012 - Present
ADP November 2010 - April 2012
Morgan Stanley Smith Barney June 2009 - October 2010
Banc of America Investment Services May 2008 - March 2009
Romney for President, Inc. 2007 - 2008
The Commonwealth of MA -- Executive Office March 2006 - January 2007
The Commonwealth of MA -- Office of Sen. Brian Lees April 2005 - March 2006
Kerry Healey for Governor 2006 - 2006
Skills
Retirement, Investments, 401k, Series 7, Finance, Fixed Annuities, Series 6, Wealth Management, Series 63, Retirement Planning, Leadership, Mutual Funds, Securities, Management, Financial Services, Asset Allocation
Education
Boston College 1998 — 2002
BA, Communications
Northfield Mt. Hermon School 1996 — 1998
Longmeadow High School 1994 — 1996
Gerry Goldman's Morgan Stanley Smith Barney Experience August 2007 - Present
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Investment Management
Experience
Morgan Stanley Smith Barney August 2007 - Present
A.G.Edwards & Sons August 1999 - August 2007
Education
Boston University 1980 — 1984
College of Liberal Arts, Philosophy/Economics
Morgan Stanley Smith Barney August 2007 - Present
A.G.Edwards & Sons August 1999 - August 2007
Education
Boston University 1980 — 1984
College of Liberal Arts, Philosophy/Economics
Pamela Dumlao's Morgan Stanley Smith Barney Experience August 2010 - November 2011
Job Consulting Group Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2011 - Present
Morgan Stanley Smith Barney August 2010 - November 2011
BU Development of Alumni Relations September 2008 - September 2011
Merrill Lynch May 2009 - August 2009
Skills
Analysis, Portfolio Management, Strategic Financial..., Research, Budgets, Capital Markets, Asset Allocation, Social Media, Investments, Financial Planning, Financial Analysis
Education
Boston University - School of Management 2006 — 2010
BBA, Finance, International Relations
Morgan Stanley November 2011 - Present
Morgan Stanley Smith Barney August 2010 - November 2011
BU Development of Alumni Relations September 2008 - September 2011
Merrill Lynch May 2009 - August 2009
Skills
Analysis, Portfolio Management, Strategic Financial..., Research, Budgets, Capital Markets, Asset Allocation, Social Media, Investments, Financial Planning, Financial Analysis
Education
Boston University - School of Management 2006 — 2010
BBA, Finance, International Relations
W.Stefanie Fijnvandraat's Morgan Stanley Smith Barney Experience December 2009 - February 2010
Job Price/Cost Analyst at NYC Department of Education
Industry Financial Services
Experience
DTCC February 2010 - July 2012
Morgan Stanley Smith Barney December 2009 - February 2010
The Bank of New York Mellon January 2000 - October 2008
Metropolitan Life Insurance Company June 1995 - January 1999
Skills
Financial Analysis, Strategic Planning, Budgets, Financial Statements, Financial Reporting, Forecasting, General Ledger, Microsoft Excel, Accruals, Journal Entries, Banking, Account Reconciliation, Mergers & Acquisitions, Financial Modeling, Competitive Analysis, Cartesis, PeopleSoft, Strategic Financial..., Managerial Finance, Accounting, Microsoft Office, Microsoft Word, Finance, Analysis
Education
NYU SCPS 2013 — 2014
Certificate
Babson College
MBA
Boston University
BA
DTCC February 2010 - July 2012
Morgan Stanley Smith Barney December 2009 - February 2010
The Bank of New York Mellon January 2000 - October 2008
Metropolitan Life Insurance Company June 1995 - January 1999
Skills
Financial Analysis, Strategic Planning, Budgets, Financial Statements, Financial Reporting, Forecasting, General Ledger, Microsoft Excel, Accruals, Journal Entries, Banking, Account Reconciliation, Mergers & Acquisitions, Financial Modeling, Competitive Analysis, Cartesis, PeopleSoft, Strategic Financial..., Managerial Finance, Accounting, Microsoft Office, Microsoft Word, Finance, Analysis
Education
NYU SCPS 2013 — 2014
Certificate
Babson College
MBA
Boston University
BA
Jay O'Malley's Morgan Stanley Smith Barney Experience April 2001 - December 2003
Job Vice President, Sr. Financial Advisor with The Huntington Investment Company
Industry Financial Services
Experience
The Huntington Investment Company July 2009 - Present
PNC Investments March 2006 - July 2009
JP Morgan Chase December 2003 - March 2006
Morgan Stanley Smith Barney April 2001 - December 2003
Skills
Mutual Funds, Managed Money, stocks, Bonds, Municipal Bonds, Options, 401k, Employee Stock Options, Investments, Life Insurance, Strategic Financial..., Variable Annuities, Indexed Annuities, Fixed Annuities, Series 7, Wealth Management, Financial Planning, Financial Advisory, Portfolio Management
Education
Bowling Green State University 1996 — 2000
Bowling Green State University 1996 — 2000
The Huntington Investment Company July 2009 - Present
PNC Investments March 2006 - July 2009
JP Morgan Chase December 2003 - March 2006
Morgan Stanley Smith Barney April 2001 - December 2003
Skills
Mutual Funds, Managed Money, stocks, Bonds, Municipal Bonds, Options, 401k, Employee Stock Options, Investments, Life Insurance, Strategic Financial..., Variable Annuities, Indexed Annuities, Fixed Annuities, Series 7, Wealth Management, Financial Planning, Financial Advisory, Portfolio Management
Education
Bowling Green State University 1996 — 2000
Bowling Green State University 1996 — 2000
Tyler Morris, APMA's Morgan Stanley Smith Barney Experience April 2009 - July 2009
Job Director, ASG at Janus Capital Group
Industry Investment Management
Experience
Janus Capital Group April 2015 - Present
Janus Capital Group March 2014 - March 2015
Janus Capital Group December 2012 - March 2014
U- Mobitelco February 2011 - November 2012
Pro Athlete Advisement September 2010 - February 2012
Morgan Stanley Smith Barney April 2009 - July 2009
Skills
Leadership, Salesforce.com, Market Research, Sales, Analysis, Customer Service, Series 63, Data Analysis, Series 7
Education
Boston University - School of Management 2005 — 2010
Bachelor of Science, Business Administration; Finance and Accounting
Janus Capital Group April 2015 - Present
Janus Capital Group March 2014 - March 2015
Janus Capital Group December 2012 - March 2014
U- Mobitelco February 2011 - November 2012
Pro Athlete Advisement September 2010 - February 2012
Morgan Stanley Smith Barney April 2009 - July 2009
Skills
Leadership, Salesforce.com, Market Research, Sales, Analysis, Customer Service, Series 63, Data Analysis, Series 7
Education
Boston University - School of Management 2005 — 2010
Bachelor of Science, Business Administration; Finance and Accounting
Marcia Strouss's Morgan Stanley Smith Barney Experience 2000 - 2002
Job Senior Vice President and Associate General Counsel
Industry Investment Management
Experience
Brookwood Financial Partners, LLC March 2011 - Present
Basiques March 2010 - March 2011
Glen Urquhart School September 1999 - December 2009
Morgan Stanley Smith Barney 2000 - 2002
First Winthrop Corp September 1983 - June 1993
Skills
Fundraising, Policy, Marketing, Strategic Planning, Sales, Public Speaking, Social Media, Negotiation, Training, Contract Negotiation, Real Estate, Start-ups
Education
Boston University School of Law 1986 — 1988
LLM, Tax
UNH School of Law 1980 — 1983
JD, Law
Wellesley College 1974 — 1978
BA, Political Science and Government
Brookwood Financial Partners, LLC March 2011 - Present
Basiques March 2010 - March 2011
Glen Urquhart School September 1999 - December 2009
Morgan Stanley Smith Barney 2000 - 2002
First Winthrop Corp September 1983 - June 1993
Skills
Fundraising, Policy, Marketing, Strategic Planning, Sales, Public Speaking, Social Media, Negotiation, Training, Contract Negotiation, Real Estate, Start-ups
Education
Boston University School of Law 1986 — 1988
LLM, Tax
UNH School of Law 1980 — 1983
JD, Law
Wellesley College 1974 — 1978
BA, Political Science and Government
Dean Ryan's Morgan Stanley Smith Barney Experience March 2010 - Present
Job Senior Loan Underwriter at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank May 2014 - Present
Morgan Stanley Smith Barney March 2010 - Present
Morgan Stanley Wealth Management 2010 - 2014
Merill Lynch July 2004 - April 2009
Skills
Portfolio Management, Series 7, Wealth Management, Loans, Commercial Banking
Education
Boston College 1978 — 1982
BA, Economics
Wells Fargo Private Bank May 2014 - Present
Morgan Stanley Smith Barney March 2010 - Present
Morgan Stanley Wealth Management 2010 - 2014
Merill Lynch July 2004 - April 2009
Skills
Portfolio Management, Series 7, Wealth Management, Loans, Commercial Banking
Education
Boston College 1978 — 1982
BA, Economics
Ginger (Lucy) Lucas's Morgan Stanley Smith Barney Experience August 2009 - December 2010
Job at Bullseye Database Marketing
Industry Marketing and Advertising
Experience
Bullseye Database Marketing March 2011 - Present
Morgan Stanley Smith Barney August 2009 - December 2010
Holland Hall Book Fair August 2003 - May 2009
AT&T November 1989 - December 1990
American Express Travel Related Services June 1987 - September 1989
American Express Travel Related Services January 1987 - January 1989
Chemical Bank June 1983 - August 1985
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Marketing
Bowdoin College 1980 — 1982
BA, American History
Mount Holyoke College 1978 — 1980
BA, American Studies
Bowdoin College
B.A, American History
Mount Holyoke College
American Studies
The Wharton School, University of Pennsylvania
MBA, Marketing
Bullseye Database Marketing March 2011 - Present
Morgan Stanley Smith Barney August 2009 - December 2010
Holland Hall Book Fair August 2003 - May 2009
AT&T November 1989 - December 1990
American Express Travel Related Services June 1987 - September 1989
American Express Travel Related Services January 1987 - January 1989
Chemical Bank June 1983 - August 1985
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Marketing
Bowdoin College 1980 — 1982
BA, American History
Mount Holyoke College 1978 — 1980
BA, American Studies
Bowdoin College
B.A, American History
Mount Holyoke College
American Studies
The Wharton School, University of Pennsylvania
MBA, Marketing
Arrin Alexander's Morgan Stanley Smith Barney Experience February 2010 - December 2010
Job Senior Associate at International Fund Services (NA) LLC, A State Street Company
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company December 2014 - Present
Brown Brothers Harriman May 2011 - December 2014
Morgan Stanley Smith Barney February 2010 - December 2010
Bleakley, Schwarts, Cooney & Finney, LLC May 2007 - January 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Exchange, Mac OS, Lotus Notes, Critical Thinking, Bank Reconciliation, Customer Service, Superior Client Service, Vlookup, MS Excel Pivot Tables, Social Media
Education
Boston College 2005 — 2009
BA, Economics
International Fund Services (NA) LLC, A State Street Company December 2014 - Present
Brown Brothers Harriman May 2011 - December 2014
Morgan Stanley Smith Barney February 2010 - December 2010
Bleakley, Schwarts, Cooney & Finney, LLC May 2007 - January 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Exchange, Mac OS, Lotus Notes, Critical Thinking, Bank Reconciliation, Customer Service, Superior Client Service, Vlookup, MS Excel Pivot Tables, Social Media
Education
Boston College 2005 — 2009
BA, Economics
christopher kete's Morgan Stanley Smith Barney Experience August 2007 - Present
Job vice president at morgan stanley smith barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney August 2007 - Present
Education
Boston College 1969 — 1973
bs, management
Morgan Stanley Smith Barney August 2007 - Present
Education
Boston College 1969 — 1973
bs, management
Debra DeVaughn's Morgan Stanley Smith Barney Experience 2005 - 2009
Job Director of Gift Planning at Wellesley College
Industry Law Practice
Experience
Wellesley College December 2012 - Present
Wellesley College December 2009 - December 2012
Morgan Stanley Smith Barney 2005 - 2009
PNC Wealth Management 2002 - 2005
Skills
Fundraising, Legal Research, Nonprofits, Program Development, Stewardship, Volunteer Management
Education
Boston College Law School
JD, Law
College High School
Diploma
Wellesley College
BA, Philosophy & French
Wellesley College December 2012 - Present
Wellesley College December 2009 - December 2012
Morgan Stanley Smith Barney 2005 - 2009
PNC Wealth Management 2002 - 2005
Skills
Fundraising, Legal Research, Nonprofits, Program Development, Stewardship, Volunteer Management
Education
Boston College Law School
JD, Law
College High School
Diploma
Wellesley College
BA, Philosophy & French
Alexander Nisenzon's Morgan Stanley Smith Barney Experience July 2011 - September 2011
Job Customer Success Manager at Wiser (formerly WisePricer)
Industry Internet
Experience
Wiser (formerly WisePricer) March 2015 - Present
ServiceRunner.com December 2013 - January 2015
Ortele - Telemedicine March 2014 - September 2014
ServiceRunner.com July 2012 - December 2013
Nisenzon Web Development April 2011 - December 2013
Music and Commerce June 2011 - July 2012
Morgan Stanley Smith Barney July 2011 - September 2011
LMB Group Inc June 2010 - August 2010
New World Sales June 2007 - September 2007
Friends of Weiner/ Friends of Sean Maloney June 2006 - September 2006
Skills
HTML + CSS, SEO, Adobe Creative Suite, Customer Relations, Promotions, Event Management, Dreamweaver, Word, Microsoft Word, Customer Service, HTML, Social Media, Google Analytics, Project Management, OS X, Marketing Strategy, PowerPoint, Digital Marketing, Strategic Partnerships, Entrepreneurship, Facebook, Social Media Marketing, Social Networking, Fundraising, Microsoft Office
Education
Boston University - School of Management 2008 — 2012
Bachelor of Science, Business Administration; Finance, Operations and Technology Management
Dwight Englewood 2002 — 2008
High School
Pushchino State University 2006 — 2006
Independent Research, Microbial Biomass in Paleosoils of Archaeological Monuments and Paleoenvironmental Conditions
Puschino State University 2005 — 2005
Independent Research, New Sulfate Reducing Bacteria from Arctic Cryopegs
Wiser (formerly WisePricer) March 2015 - Present
ServiceRunner.com December 2013 - January 2015
Ortele - Telemedicine March 2014 - September 2014
ServiceRunner.com July 2012 - December 2013
Nisenzon Web Development April 2011 - December 2013
Music and Commerce June 2011 - July 2012
Morgan Stanley Smith Barney July 2011 - September 2011
LMB Group Inc June 2010 - August 2010
New World Sales June 2007 - September 2007
Friends of Weiner/ Friends of Sean Maloney June 2006 - September 2006
Skills
HTML + CSS, SEO, Adobe Creative Suite, Customer Relations, Promotions, Event Management, Dreamweaver, Word, Microsoft Word, Customer Service, HTML, Social Media, Google Analytics, Project Management, OS X, Marketing Strategy, PowerPoint, Digital Marketing, Strategic Partnerships, Entrepreneurship, Facebook, Social Media Marketing, Social Networking, Fundraising, Microsoft Office
Education
Boston University - School of Management 2008 — 2012
Bachelor of Science, Business Administration; Finance, Operations and Technology Management
Dwight Englewood 2002 — 2008
High School
Pushchino State University 2006 — 2006
Independent Research, Microbial Biomass in Paleosoils of Archaeological Monuments and Paleoenvironmental Conditions
Puschino State University 2005 — 2005
Independent Research, New Sulfate Reducing Bacteria from Arctic Cryopegs
Benjamin Manley's Morgan Stanley Smith Barney Experience July 2010 - July 2013
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors July 2013 - Present
Morgan Stanley Smith Barney July 2010 - July 2013
Koons Automotive Company July 2009 - February 2010
Watermoon May 2008 - August 2008
Northwestern Mutual Financial Network May 2008 - August 2008
Smith Barney May 2006 - August 2006
Skills
Sales, Finance, Customer Satisfaction, CRM, Insurance, Business Development, Financial Modeling, Data Analysis, Banking, Bloomberg, Investments, Leadership, Management, Project Management
Education
BOSTON UNIVERSITY SCHOOL OF MANAGEMENT 2005 — 2009
Bachelor of Science, Business Administration; Finance
Boston University Questrom School of Business 2005 — 2009
BSBA, Finance
AXA Advisors July 2013 - Present
Morgan Stanley Smith Barney July 2010 - July 2013
Koons Automotive Company July 2009 - February 2010
Watermoon May 2008 - August 2008
Northwestern Mutual Financial Network May 2008 - August 2008
Smith Barney May 2006 - August 2006
Skills
Sales, Finance, Customer Satisfaction, CRM, Insurance, Business Development, Financial Modeling, Data Analysis, Banking, Bloomberg, Investments, Leadership, Management, Project Management
Education
BOSTON UNIVERSITY SCHOOL OF MANAGEMENT 2005 — 2009
Bachelor of Science, Business Administration; Finance
Boston University Questrom School of Business 2005 — 2009
BSBA, Finance
Joseph Sarbello's Morgan Stanley Smith Barney Experience 2003 - 2006
Job Private Wealth Manager Safe Harbor Financial, LLC
Industry Financial Services
Experience
Safe Harbor Financial, LLC 2006 - Present
Morgan Stanley Smith Barney 2003 - 2006
Advest, Inc. 1995 - 2003
Prudential Securities 1992 - 1995
Skills
Strategic Financial..., Investments, Finance, 401k, FINRA, Risk Management, Wealth Management, Insurance, Estate Planning, Uniform Combined State..., Retirement, Financial Goals, 401k Rollovers, Health Insurance, IRAs, Management, Financial Planners, Certified Financial..., Wealth Accumulation, Personal Financial..., Wealth Management..., Retirement Plan..., Investment Advisory, Roth IRA, Investment Strategies, High Net Worth..., Financial Planning
Education
Boston University 1986 — 1990
BS, Finance - Professional Studies
Point Pleasant Beach High School 1982 — 1986
Safe Harbor Financial, LLC 2006 - Present
Morgan Stanley Smith Barney 2003 - 2006
Advest, Inc. 1995 - 2003
Prudential Securities 1992 - 1995
Skills
Strategic Financial..., Investments, Finance, 401k, FINRA, Risk Management, Wealth Management, Insurance, Estate Planning, Uniform Combined State..., Retirement, Financial Goals, 401k Rollovers, Health Insurance, IRAs, Management, Financial Planners, Certified Financial..., Wealth Accumulation, Personal Financial..., Wealth Management..., Retirement Plan..., Investment Advisory, Roth IRA, Investment Strategies, High Net Worth..., Financial Planning
Education
Boston University 1986 — 1990
BS, Finance - Professional Studies
Point Pleasant Beach High School 1982 — 1986
Ryan Monaghan's Morgan Stanley Smith Barney Experience June 2010 - November 2010
Job Fuel Oil
Industry Oil & Energy
Experience
Global Partners LP March 2013 - Present
Traditum Group June 2011 - March 2013
Morgan Stanley Smith Barney June 2010 - November 2010
T'S PUB November 2008 - June 2010
BOSTON UNIVERSITY FACILITIES MANAGEMENT April 2006 - August 2007
Education
Harvard Extension School 2009 — 2009
SCHOOL, MANAGEMENT; Finance
Boston University 2004 — 2008
Bachelor of Arts (B.A.), History Major
NMH 2002 — 2004
New Trier
New Trier
Global Partners LP March 2013 - Present
Traditum Group June 2011 - March 2013
Morgan Stanley Smith Barney June 2010 - November 2010
T'S PUB November 2008 - June 2010
BOSTON UNIVERSITY FACILITIES MANAGEMENT April 2006 - August 2007
Education
Harvard Extension School 2009 — 2009
SCHOOL, MANAGEMENT; Finance
Boston University 2004 — 2008
Bachelor of Arts (B.A.), History Major
NMH 2002 — 2004
New Trier
New Trier
John Elwaw, CFA's Morgan Stanley Smith Barney Experience June 1990 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 1990 - Present
Skills
Alternative Investments, Capital Markets, Equities, Fixed Income, Hedge Funds, Investments, Portfolio Management, Wealth Management, Mutual Funds, Asset Allocation
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2000
Master, Finance
D'Amore-McKim School of Business at Northeastern University 1983 — 1988
BA, Finance
Morgan Stanley Smith Barney June 1990 - Present
Skills
Alternative Investments, Capital Markets, Equities, Fixed Income, Hedge Funds, Investments, Portfolio Management, Wealth Management, Mutual Funds, Asset Allocation
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2000
Master, Finance
D'Amore-McKim School of Business at Northeastern University 1983 — 1988
BA, Finance
Brian Pisacich's Morgan Stanley Smith Barney Experience March 2003 - June 2012
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2012 - Present
Morgan Stanley Smith Barney March 2003 - June 2012
Merrill Lynch November 1991 - March 2003
Skills
Retirement Planning, Alternative Investments, Wealth Management, Divorcees, Mortgage Lending
Education
Boston College 1982 — 1986
B.S.
Merrill Lynch June 2012 - Present
Morgan Stanley Smith Barney March 2003 - June 2012
Merrill Lynch November 1991 - March 2003
Skills
Retirement Planning, Alternative Investments, Wealth Management, Divorcees, Mortgage Lending
Education
Boston College 1982 — 1986
B.S.
Roy Michaelson's Morgan Stanley Smith Barney Experience June 2004 - June 2009
Job Financial Advisor, Assistant Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2014 - Present
Fulton Financial Advisors / Raymond James Financial Services Inc. June 2009 - February 2014
Morgan Stanley Smith Barney June 2004 - June 2009
Environmental Engineering & Construction Companies 1984 - 2004
Skills
Asset Allocation, Retirement Planning, Financial Analysis, Financial Reporting
Education
Boston University Graduate School of Management 1983 — 1984
Master of Business Administration (M.B.A.), Finance and Financial Management Services
State University of New York at Albany 1974 — 1977
Bachelor of Science (B.S.), Chemistry
Clark University 1972 — 1973
Liberal Arts and Sciences/Liberal Studies
Wells Fargo Advisors, LLC February 2014 - Present
Fulton Financial Advisors / Raymond James Financial Services Inc. June 2009 - February 2014
Morgan Stanley Smith Barney June 2004 - June 2009
Environmental Engineering & Construction Companies 1984 - 2004
Skills
Asset Allocation, Retirement Planning, Financial Analysis, Financial Reporting
Education
Boston University Graduate School of Management 1983 — 1984
Master of Business Administration (M.B.A.), Finance and Financial Management Services
State University of New York at Albany 1974 — 1977
Bachelor of Science (B.S.), Chemistry
Clark University 1972 — 1973
Liberal Arts and Sciences/Liberal Studies
Jennifer DiResta Tribble's Morgan Stanley Smith Barney Experience March 2011 - June 2012
Job Project Manager, Professional Development at U.S. Bank
Industry Financial Services
Experience
U.S. Bank November 2014 - Present
U.S. Bank May 2014 - October 2014
Advisors Ahead June 2012 - November 2013
Morgan Stanley Smith Barney March 2011 - June 2012
Morgan Stanley Smith Barney September 2006 - March 2011
New York Life Insurance Company March 2006 - August 2006
First Rehab Life October 2004 - March 2006
Education
Boston University 1999 — 2003
Bachelor's Degree, Economics, Political Science
U.S. Bank November 2014 - Present
U.S. Bank May 2014 - October 2014
Advisors Ahead June 2012 - November 2013
Morgan Stanley Smith Barney March 2011 - June 2012
Morgan Stanley Smith Barney September 2006 - March 2011
New York Life Insurance Company March 2006 - August 2006
First Rehab Life October 2004 - March 2006
Education
Boston University 1999 — 2003
Bachelor's Degree, Economics, Political Science
David Petrullo's Morgan Stanley Smith Barney Experience May 2007 - March 2010
Job Sales Consultant at Paychex
Industry Human Resources
Experience
Paychex January 2013 - Present
DCH Auto Group 2010 - 2012
Morgan Stanley Smith Barney May 2007 - March 2010
Education
Boston University 2005 — 2009
Paychex January 2013 - Present
DCH Auto Group 2010 - 2012
Morgan Stanley Smith Barney May 2007 - March 2010
Education
Boston University 2005 — 2009
Kelly Ryan's Morgan Stanley Smith Barney Experience January 2005 - January 2007
Job Managing Director, Independent and Regional Broker/Dealer Channel
Industry Financial Services
Experience
State Street Global Advisors March 2014 - Present
State Street Global Advisors January 2007 - March 2014
Morgan Stanley Smith Barney January 2005 - January 2007
Merrill Lynch September 2000 - January 2005
Education
Boston College 1996 — 2000
State Street Global Advisors March 2014 - Present
State Street Global Advisors January 2007 - March 2014
Morgan Stanley Smith Barney January 2005 - January 2007
Merrill Lynch September 2000 - January 2005
Education
Boston College 1996 — 2000
C. Scott Smith's Morgan Stanley Smith Barney Experience June 1994 - June 2005
Job Financial Consultant
Industry Financial Services
Experience
E*TRADE Financial April 2011 - Present
Concert Wealth Management, Inc. June 2009 - April 2011
Wells Fargo Advisors June 2005 - June 2009
Morgan Stanley Smith Barney June 1994 - June 2005
Skills
Retirement Planning, Investments, Mutual Funds, Series 7, Strategic Financial..., Retirement, Fixed Annuities, Securities, Equities, Financial Analysis, Series 63, Wealth Management, Banking, Credit, Insurance, Portfolio Management, Finance, Fixed Income, Investment Management, Wealth, Asset Management, Investment Strategies, Investment Advisory, Alternative Investments, Financial Advisory, Risk Management, Analysis, Asset Allocation, Financial Services, Capital Markets, Estate Planning, Bonds, 401k, Hedge Funds, Relationship Management
Education
Bowdoin College 1969 — 1973
Bachelor of Arts (B.A.), Liberal Arts and Sciences
E*TRADE Financial April 2011 - Present
Concert Wealth Management, Inc. June 2009 - April 2011
Wells Fargo Advisors June 2005 - June 2009
Morgan Stanley Smith Barney June 1994 - June 2005
Skills
Retirement Planning, Investments, Mutual Funds, Series 7, Strategic Financial..., Retirement, Fixed Annuities, Securities, Equities, Financial Analysis, Series 63, Wealth Management, Banking, Credit, Insurance, Portfolio Management, Finance, Fixed Income, Investment Management, Wealth, Asset Management, Investment Strategies, Investment Advisory, Alternative Investments, Financial Advisory, Risk Management, Analysis, Asset Allocation, Financial Services, Capital Markets, Estate Planning, Bonds, 401k, Hedge Funds, Relationship Management
Education
Bowdoin College 1969 — 1973
Bachelor of Arts (B.A.), Liberal Arts and Sciences
Kristin Foley's Morgan Stanley Smith Barney Experience July 1996 - November 1997
Job Head of Trading at Sirios Capital Management
Industry Investment Management
Experience
Sirios Capital Management April 2003 - Present
Evergreen Investments November 1997 - July 2001
Morgan Stanley Smith Barney July 1996 - November 1997
Skills
Hedge Funds, Securities, Electronic Trading, Options, Trading, ETFs, Asset Management, Financial Modeling
Education
Boston Latin School
Boston University
Sirios Capital Management April 2003 - Present
Evergreen Investments November 1997 - July 2001
Morgan Stanley Smith Barney July 1996 - November 1997
Skills
Hedge Funds, Securities, Electronic Trading, Options, Trading, ETFs, Asset Management, Financial Modeling
Education
Boston Latin School
Boston University
Olivia Zuniga's Morgan Stanley Smith Barney Experience October 1997 - January 2006
Job at
Industry Accounting
Experience
Liberty Taxes Client Service AssociateMorgan Stanley Wealth ManagementJanuary 2014 - Present
Morgan Stanley January 2014 - Present
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Smith Barney October 1997 - January 2006
Education
Boston University 1993 — 1997
BA, Economic & International Relations
Liberty Taxes Client Service AssociateMorgan Stanley Wealth ManagementJanuary 2014 - Present
Morgan Stanley January 2014 - Present
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Smith Barney October 1997 - January 2006
Education
Boston University 1993 — 1997
BA, Economic & International Relations
Eric Kaufman's Morgan Stanley Smith Barney Experience January 2004 - January 2009
Job Vice President of Sales at Leonard Industrial Supply
Industry Business Supplies and Equipment
Experience
Leonard Industrial Supply March 2000 - Present
Morgan Stanley Smith Barney January 2004 - January 2009
Skills
Microsoft Office, Change Management, Operations Management, Customer Service, Sales Management, New Business Development, Account Management, Microsoft Excel, Negotiation, Sales, Strategic Planning, Microsoft Word, PowerPoint, Vendor Management, Team Building, Process Improvement, Inventory Management, Contract Negotiation, Management, Training, Business Development, Purchasing, Risk Management, Forecasting, Sales Operations, Product Development, Leadership, Business Strategy, Team Leadership, Logistics, Competitive Analysis, Marketing, Business Analysis, Supply Chain Management, Analysis, Budgets, Six Sigma, Manufacturing, Supply Chain, Finance, Banking, Outlook, Lean Manufacturing, Strategic Sourcing, Marketing Management
Education
Boston University - School of Management 2000 — 2004
Bachelor of Science (B.S.), Operations Management and Supervision
Massapequa High School 1996 — 2000
Regents Degree, General Studies
Leonard Industrial Supply March 2000 - Present
Morgan Stanley Smith Barney January 2004 - January 2009
Skills
Microsoft Office, Change Management, Operations Management, Customer Service, Sales Management, New Business Development, Account Management, Microsoft Excel, Negotiation, Sales, Strategic Planning, Microsoft Word, PowerPoint, Vendor Management, Team Building, Process Improvement, Inventory Management, Contract Negotiation, Management, Training, Business Development, Purchasing, Risk Management, Forecasting, Sales Operations, Product Development, Leadership, Business Strategy, Team Leadership, Logistics, Competitive Analysis, Marketing, Business Analysis, Supply Chain Management, Analysis, Budgets, Six Sigma, Manufacturing, Supply Chain, Finance, Banking, Outlook, Lean Manufacturing, Strategic Sourcing, Marketing Management
Education
Boston University - School of Management 2000 — 2004
Bachelor of Science (B.S.), Operations Management and Supervision
Massapequa High School 1996 — 2000
Regents Degree, General Studies
Andrew Sillari's Morgan Stanley Smith Barney Experience October 2010 - February 2012
Job MBA Candidate at Suffolk University
Industry Financial Services
Experience
Suffolk University August 2014 - Present
Bank of America Merrill Lynch March 2012 - December 2013
Morgan Stanley Smith Barney October 2010 - February 2012
Skills
Series 7, Series 66
Education
Suffolk University - Sawyer Business School 2014 — 2016
Master of Business Administration (MBA)
Wheaton College (MA)
BA, Economics
Boston University
Economics
University of London
Microeconomics, Finance
Governor Dummer Academy
Suffolk University August 2014 - Present
Bank of America Merrill Lynch March 2012 - December 2013
Morgan Stanley Smith Barney October 2010 - February 2012
Skills
Series 7, Series 66
Education
Suffolk University - Sawyer Business School 2014 — 2016
Master of Business Administration (MBA)
Wheaton College (MA)
BA, Economics
Boston University
Economics
University of London
Microeconomics, Finance
Governor Dummer Academy
Andrew Cipro's Morgan Stanley Smith Barney Experience October 1999 - February 2002
Job AVP Intermediary Sales at Scout Funds
Industry Financial Services
Experience
Scout Funds January 2013 - Present
Dolan Capital Group, LLC January 2012 - December 2012
J. Stephan & Co. July 2010 - January 2012
American Century Investments August 2008 - March 2010
Pioneer Investments September 2005 - August 2008
Pioneer Investments September 2003 - August 2005
Pioneer Investments February 2002 - August 2003
Morgan Stanley Smith Barney October 1999 - February 2002
Education
Boston College 1994 — 1998
BS, Marketing
Scout Funds January 2013 - Present
Dolan Capital Group, LLC January 2012 - December 2012
J. Stephan & Co. July 2010 - January 2012
American Century Investments August 2008 - March 2010
Pioneer Investments September 2005 - August 2008
Pioneer Investments September 2003 - August 2005
Pioneer Investments February 2002 - August 2003
Morgan Stanley Smith Barney October 1999 - February 2002
Education
Boston College 1994 — 1998
BS, Marketing
John Csomos's Morgan Stanley Smith Barney Experience February 1986 - Present
Job Financial Advisor VicePresident at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 1986 - Present
Skills
Series 63, Uniform Combined State..., Mutual Funds, Investment Advisory, Asset Allocation, Strategic Financial..., Investments, Equities, Fixed Income, Series 7, Series 65
Education
University of Toledo 1970 — 1972
Master of Business Administration (MBA), Business Administration and Management, General
Bowling Green State University 1963 — 1968
Bachelor of Arts (BA), Business/Psychology
Morgan Stanley Smith Barney February 1986 - Present
Skills
Series 63, Uniform Combined State..., Mutual Funds, Investment Advisory, Asset Allocation, Strategic Financial..., Investments, Equities, Fixed Income, Series 7, Series 65
Education
University of Toledo 1970 — 1972
Master of Business Administration (MBA), Business Administration and Management, General
Bowling Green State University 1963 — 1968
Bachelor of Arts (BA), Business/Psychology
Kelly Grayson's Morgan Stanley Smith Barney Experience October 2009 - January 2011
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley Wealth Management January 2011 - January 2015
Morgan Stanley Smith Barney October 2009 - January 2011
Morgan Stanley Investment Management December 2005 - September 2009
Independent Consultant June 2002 - November 2005
Accenture October 1999 - May 2002
Skills
Business Analysis, Wealth Management, Equities, Fixed Income, Financial Services, Hedge Funds, Alternative Investments, Portfolio Management, Asset Management, Content Strategy, Brand Management, Project Management, Derivatives, Large System..., User Experience, Options, Management
Education
Boston College 1995 — 1999
Bachelor of Arts (BA), Economics, 3.5
Morgan Stanley January 2015 - Present
Morgan Stanley Wealth Management January 2011 - January 2015
Morgan Stanley Smith Barney October 2009 - January 2011
Morgan Stanley Investment Management December 2005 - September 2009
Independent Consultant June 2002 - November 2005
Accenture October 1999 - May 2002
Skills
Business Analysis, Wealth Management, Equities, Fixed Income, Financial Services, Hedge Funds, Alternative Investments, Portfolio Management, Asset Management, Content Strategy, Brand Management, Project Management, Derivatives, Large System..., User Experience, Options, Management
Education
Boston College 1995 — 1999
Bachelor of Arts (BA), Economics, 3.5
Josh Hildebrand's Morgan Stanley Smith Barney Experience August 2006 - August 2010
Job Deloitte Consulting LLP
Industry Management Consulting
Experience
Deloitte Consulting LLP August 2012 - Present
United States Marine Corps May 2002 - Present
State Street October 2011 - May 2012
Morgan Stanley Smith Barney August 2006 - August 2010
Skills
Six Sigma, Security Clearance, Leadership, Staff Development, Financial Analysis, Process Improvement, Risk Management, Strategic Planning, Business Analysis, Project Management, Business Process..., Strategy, CRM, Management
Education
Boston University Graduate School of Management 2010 — 2012
Master of Business Administration (MBA)
Boston University Graduate School of Management 2010 — 2012
Master of Science (M.S.)
The George Washington University 1998 — 2002
BS
Deloitte Consulting LLP August 2012 - Present
United States Marine Corps May 2002 - Present
State Street October 2011 - May 2012
Morgan Stanley Smith Barney August 2006 - August 2010
Skills
Six Sigma, Security Clearance, Leadership, Staff Development, Financial Analysis, Process Improvement, Risk Management, Strategic Planning, Business Analysis, Project Management, Business Process..., Strategy, CRM, Management
Education
Boston University Graduate School of Management 2010 — 2012
Master of Business Administration (MBA)
Boston University Graduate School of Management 2010 — 2012
Master of Science (M.S.)
The George Washington University 1998 — 2002
BS
Donald Wang's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job PwC Tax Associate
Industry Higher Education
Experience
PwC 2013 - Present
Sonalight October 2011 - May 2012
Massachusetts Teachers' Retirement System May 2011 - May 2012
Cambridge Retirement Board November 2010 - May 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Georgetown University August 2007 - May 2010
Education
Georgetown University 2007 — 2010
BA, Economics
Buckingham Browne & Nichols 2002 — 2006
High School Diploma
Boston College - Carroll School of Management
MS Accounting/ MS Finance
PwC 2013 - Present
Sonalight October 2011 - May 2012
Massachusetts Teachers' Retirement System May 2011 - May 2012
Cambridge Retirement Board November 2010 - May 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Georgetown University August 2007 - May 2010
Education
Georgetown University 2007 — 2010
BA, Economics
Buckingham Browne & Nichols 2002 — 2006
High School Diploma
Boston College - Carroll School of Management
MS Accounting/ MS Finance
Douglas Bean's Morgan Stanley Smith Barney Experience February 1987 - Present
Job Sr Vice President Investments at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 1987 - Present
Education
Boston University Questrom School of Business 1974 — 1978
BSBA, Finance
Morgan Stanley Smith Barney February 1987 - Present
Education
Boston University Questrom School of Business 1974 — 1978
BSBA, Finance
Matthew Zamora's Morgan Stanley Smith Barney Experience October 2010 - Present
Job Registered Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 2010 - Present
Merrill Lynch September 2008 - October 2010
Education
Bowdoin College 2003 — 2007
B.S., Macroeconomics
Morgan Stanley Smith Barney October 2010 - Present
Merrill Lynch September 2008 - October 2010
Education
Bowdoin College 2003 — 2007
B.S., Macroeconomics
Joshua Pearsen's Morgan Stanley Smith Barney Experience May 2010 - August 2010
Job MBA Candidate at Boston University | Strategy & Innovation | Energy & Sustainability
Industry Environmental Services
Experience
Boston University Questrom School of Business August 2014 - Present
Loci Controls, Inc. June 2015 - August 2015
Bookspan, LLC November 2013 - June 2014
Groupon December 2012 - November 2013
Shoplet.com January 2012 - December 2012
New York Business Partners July 2011 - October 2011
Morgan Stanley Smith Barney May 2010 - August 2010
Gorham & Partners April 2010 - May 2010
The Ultralife Corporation May 2009 - August 2009
Ciminelli Property Development Company May 2008 - August 2008
Skills
Sales, Microsoft Office, B2B, Business Development, Marketing, Management, Analysis, Social Networking, Public Speaking, Microsoft Excel, Data Analysis, Social Media, Research, Leadership, Event Planning, PowerPoint, Market Research
Education
Boston University Questrom School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Strategy & Innovation, Energy & Sustainability, Entrepreneurship
St. Lawrence University 2007 — 2011
BA, Economics, Government
Boston University Questrom School of Business August 2014 - Present
Loci Controls, Inc. June 2015 - August 2015
Bookspan, LLC November 2013 - June 2014
Groupon December 2012 - November 2013
Shoplet.com January 2012 - December 2012
New York Business Partners July 2011 - October 2011
Morgan Stanley Smith Barney May 2010 - August 2010
Gorham & Partners April 2010 - May 2010
The Ultralife Corporation May 2009 - August 2009
Ciminelli Property Development Company May 2008 - August 2008
Skills
Sales, Microsoft Office, B2B, Business Development, Marketing, Management, Analysis, Social Networking, Public Speaking, Microsoft Excel, Data Analysis, Social Media, Research, Leadership, Event Planning, PowerPoint, Market Research
Education
Boston University Questrom School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Strategy & Innovation, Energy & Sustainability, Entrepreneurship
St. Lawrence University 2007 — 2011
BA, Economics, Government
Maxwell Mastrella's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Associate at Taconic Investment Partners
Industry Financial Services
Experience
Citi June 2013 - April 2015
Citi June 2012 - August 2012
Boston College Finance Department June 2010 - June 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Welch Financial, Inc. June 2008 - August 2008
Education
Boston College 2009 — 2013
BA, Economics
Universidad Carlos III de Madrid 2011 — 2011
Choate Rosemary Hall 2006 — 2009
Citi June 2013 - April 2015
Citi June 2012 - August 2012
Boston College Finance Department June 2010 - June 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Welch Financial, Inc. June 2008 - August 2008
Education
Boston College 2009 — 2013
BA, Economics
Universidad Carlos III de Madrid 2011 — 2011
Choate Rosemary Hall 2006 — 2009
Billy Killeen's Morgan Stanley Smith Barney Experience July 1989 - Present
Job executive director at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 1989 - Present
Skills
Financial Services
Education
providence college 1984 — 1988
Accounting
Boston Latin School 1978 — 1984
Morgan Stanley Smith Barney July 1989 - Present
Skills
Financial Services
Education
providence college 1984 — 1988
Accounting
Boston Latin School 1978 — 1984
David Bleckman's Morgan Stanley Smith Barney Experience 1990 - 1991
Job Vice President NVE Bank Retail Division
Industry Banking
Experience
NVE Bank April 2007 - Present
The Salvation Army January 2012 - Present
Commerce Bank April 2003 - April 2007
Trust Company of New Jersey January 2000 - April 2003
Summit Bank June 1991 - January 2000
Morgan Stanley Smith Barney 1990 - 1991
Skills
Small Business Lending, Commercial Lending, Consumer Lending, Residential Mortgages, Retail Banking, Commercial Banking, Branch Banking, Loans, Branch Management, Credit Analysis, Cross Selling, Asset Based Lending, Human Resources, Bank Operations, Sales Management, Coaching, Banking, Team Leadership
Education
Fairleigh Dickinson University
MBA, Finance / Human Resource Management
Boston University
BS, Business Administration / Finance
NVE Bank April 2007 - Present
The Salvation Army January 2012 - Present
Commerce Bank April 2003 - April 2007
Trust Company of New Jersey January 2000 - April 2003
Summit Bank June 1991 - January 2000
Morgan Stanley Smith Barney 1990 - 1991
Skills
Small Business Lending, Commercial Lending, Consumer Lending, Residential Mortgages, Retail Banking, Commercial Banking, Branch Banking, Loans, Branch Management, Credit Analysis, Cross Selling, Asset Based Lending, Human Resources, Bank Operations, Sales Management, Coaching, Banking, Team Leadership
Education
Fairleigh Dickinson University
MBA, Finance / Human Resource Management
Boston University
BS, Business Administration / Finance
Peter J. Kaufman, CRPC's Morgan Stanley Smith Barney Experience March 2009 - Present
Job Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2009 - Present
Merrill Lynch October 1999 - March 2009
Education
Boston University 1987 — 1990
Bachelor of Science, Broadcast Journalism
Morgan Stanley Smith Barney March 2009 - Present
Merrill Lynch October 1999 - March 2009
Education
Boston University 1987 — 1990
Bachelor of Science, Broadcast Journalism
Ross Tremblay's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job FP&A Associate at BlackRock
Industry Financial Services
Experience
BlackRock May 2013 - Present
Morgan Stanley June 2012 - May 2013
Morgan Stanley Smith Barney June 2011 - August 2011
Dutchess County Department of Public Works May 2009 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Research, Economics, Financial Analysis, Accounting, Team Leadership, Facebook, Social Networking, Capital Markets, Finance
Education
Boston College 2008 — 2012
Bachelor of Arts (B.A.) - Honors Program, Economics
BlackRock May 2013 - Present
Morgan Stanley June 2012 - May 2013
Morgan Stanley Smith Barney June 2011 - August 2011
Dutchess County Department of Public Works May 2009 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Research, Economics, Financial Analysis, Accounting, Team Leadership, Facebook, Social Networking, Capital Markets, Finance
Education
Boston College 2008 — 2012
Bachelor of Arts (B.A.) - Honors Program, Economics
Kris Federico's Morgan Stanley Smith Barney Experience August 2007 - March 2011
Job Financial Services
Industry Financial Services
Experience
UBS FINANCIAL SERVICES INC January 2012 - July 2013
UBS Financial Services, Inc. March 2011 - January 2012
Morgan Stanley Smith Barney August 2007 - March 2011
Quiznos October 2005 - May 2007
Fidelity Investments 1999 - 2005
Education
Boston College - Carroll School of Management 1991 — 1995
Bachelor of Science, Finance
Providence College 2008 — 2010
MBA
UBS FINANCIAL SERVICES INC January 2012 - July 2013
UBS Financial Services, Inc. March 2011 - January 2012
Morgan Stanley Smith Barney August 2007 - March 2011
Quiznos October 2005 - May 2007
Fidelity Investments 1999 - 2005
Education
Boston College - Carroll School of Management 1991 — 1995
Bachelor of Science, Finance
Providence College 2008 — 2010
MBA
Steven Gretchko's Morgan Stanley Smith Barney Experience February 2007 - Present
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 2007 - Present
Education
Boston University
Master of Laws (LLM) Taxation
Detroit College of Law
Doctor of Law (JD)
Michigan State University
Bachelor's degree, Accounting and Finance
Morgan Stanley Smith Barney February 2007 - Present
Education
Boston University
Master of Laws (LLM) Taxation
Detroit College of Law
Doctor of Law (JD)
Michigan State University
Bachelor's degree, Accounting and Finance
Ali Russo's Morgan Stanley Smith Barney Experience October 2011 - Present
Job Client Service Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 2011 - Present
Education
Boston College 2006 — 2010
Bachelor of Arts (B.A.), Economics and Spanish
Morgan Stanley Smith Barney October 2011 - Present
Education
Boston College 2006 — 2010
Bachelor of Arts (B.A.), Economics and Spanish
Rob D'Amico's Morgan Stanley Smith Barney Experience November 2009 - January 2010
Job Associate at BNP Paribas
Industry Financial Services
Experience
BNP Paribas March 2014 - Present
BNP Paribas July 2011 - February 2014
BNP Paribas June 2010 - August 2010
Morgan Stanley Smith Barney November 2009 - January 2010
Education
Boston College 2007 — 2011
Bachelor of Arts (B.A.), Economics
BNP Paribas March 2014 - Present
BNP Paribas July 2011 - February 2014
BNP Paribas June 2010 - August 2010
Morgan Stanley Smith Barney November 2009 - January 2010
Education
Boston College 2007 — 2011
Bachelor of Arts (B.A.), Economics
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.