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
Morgan Stanley Smith Barney List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley Smith Barney. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Morgan Stanley Smith Barney Employees
Employee
Years
Job
Industry
Thomas R Davies, CFS® Thomas R Davies, CFS®'s Morgan Stanley Smith Barney Experience April 2008 - May 2009
Job Wealth Advisor
Industry Financial Services
Experience
Davies Wealth Management July 2009 - Present
Florida Panthers October 2005 - Present
Morgan Stanley Smith Barney April 2008 - May 2009
Merrill Lynch March 1996 - February 2008
PGA TOUR March 1994 - March 1996
Education
Broward College 1992 — 1994
Finance
University of Phoenix 1998 — 2002
Finance
Ithaca
Davies Wealth Management July 2009 - Present
Florida Panthers October 2005 - Present
Morgan Stanley Smith Barney April 2008 - May 2009
Merrill Lynch March 1996 - February 2008
PGA TOUR March 1994 - March 1996
Education
Broward College 1992 — 1994
Finance
University of Phoenix 1998 — 2002
Finance
Ithaca
Khalil Cumberlander Khalil Cumberlander's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Asset Management Specialist
Industry Capital Markets
Experience
Best Private Bank (by EuroMoney 2015) February 2014 - Present
Planet5ive July 2010 - November 2014
Nordstrom January 2014 - May 2014
Verizon Wireless September 2013 - November 2013
Residential Finance May 2013 - July 2013
CenterEd Tutoring August 2012 - February 2013
J.P. Morgan April 2012 - July 2012
The Leukemia & Lymphoma Society 2012 - 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Ohio Summer Food Svc. Program May 2009 - August 2010
Skills
Marketing Strategy, Social Media Marketing, Digital Marketing, Product Launch, Product Development, Investments, Personal Finance, Corporate Finance, Employer Branding, Brand Awareness, Brand Management, Advertising, Customer Service, Event Planning, Management, Marketing, Social Media, Sales, Analytics, Recruiting, Lead Generation, Analysis, Social Networking, Market Research, Small Business, Entrepreneurship, Marketing Communications, Facebook, Online Advertising, Direct Marketing, Brand Development, Business Strategy
Education
The Ohio State University 2010 — 2013
Bachelor of Science, Economics; Marketing
Bowling Green State University 2008 — 2010
Computer Science
Best Private Bank (by EuroMoney 2015) February 2014 - Present
Planet5ive July 2010 - November 2014
Nordstrom January 2014 - May 2014
Verizon Wireless September 2013 - November 2013
Residential Finance May 2013 - July 2013
CenterEd Tutoring August 2012 - February 2013
J.P. Morgan April 2012 - July 2012
The Leukemia & Lymphoma Society 2012 - 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Ohio Summer Food Svc. Program May 2009 - August 2010
Skills
Marketing Strategy, Social Media Marketing, Digital Marketing, Product Launch, Product Development, Investments, Personal Finance, Corporate Finance, Employer Branding, Brand Awareness, Brand Management, Advertising, Customer Service, Event Planning, Management, Marketing, Social Media, Sales, Analytics, Recruiting, Lead Generation, Analysis, Social Networking, Market Research, Small Business, Entrepreneurship, Marketing Communications, Facebook, Online Advertising, Direct Marketing, Brand Development, Business Strategy
Education
The Ohio State University 2010 — 2013
Bachelor of Science, Economics; Marketing
Bowling Green State University 2008 — 2010
Computer Science
Carey Chaffin's Morgan Stanley Smith Barney Experience July 2007 - April 2010
Job Senior Manager, Solutions & Services at Softchoice
Industry Information Technology and Services
Experience
Softchoice October 2014 - Present
Netera Networks May 2013 - September 2014
Interstate Batteries June 2012 - May 2013
JC Penney April 2010 - June 2012
Morgan Stanley Smith Barney July 2007 - April 2010
Centex April 2002 - June 2007
Centex Homes April 2002 - June 2007
Lucent Technologies January 2000 - April 2002
International Network Services October 1997 - December 1999
Choice Solutions May 1996 - September 1997
Skills
Data Center, IT Management, IT Strategy, Network Engineering, Networking, Network Security, Enterprise Architecture, Leadership, ITIL, Project Management, Professional Services, Cisco Technologies, Infrastructure, Consulting, Service Delivery, Solution Selling, Cloud Computing, Nonprofits, Vendor Management, Disaster Recovery, Strategy, Strategic Financial..., Non-profits, Process Improvement, Virtualization, Wireless Networking, Unified Communications, Microsoft Exchange, Active Directory, Servers, IT Operations, Leadership Development, Servant Leadership, Management
Education
Dallas Baptist University 2000 — 2003
Bachelors, MIS
Brookhaven Community College 1995 — 2001
College Basics
Richland Community College 1990 — 1994
College Basics
Softchoice October 2014 - Present
Netera Networks May 2013 - September 2014
Interstate Batteries June 2012 - May 2013
JC Penney April 2010 - June 2012
Morgan Stanley Smith Barney July 2007 - April 2010
Centex April 2002 - June 2007
Centex Homes April 2002 - June 2007
Lucent Technologies January 2000 - April 2002
International Network Services October 1997 - December 1999
Choice Solutions May 1996 - September 1997
Skills
Data Center, IT Management, IT Strategy, Network Engineering, Networking, Network Security, Enterprise Architecture, Leadership, ITIL, Project Management, Professional Services, Cisco Technologies, Infrastructure, Consulting, Service Delivery, Solution Selling, Cloud Computing, Nonprofits, Vendor Management, Disaster Recovery, Strategy, Strategic Financial..., Non-profits, Process Improvement, Virtualization, Wireless Networking, Unified Communications, Microsoft Exchange, Active Directory, Servers, IT Operations, Leadership Development, Servant Leadership, Management
Education
Dallas Baptist University 2000 — 2003
Bachelors, MIS
Brookhaven Community College 1995 — 2001
College Basics
Richland Community College 1990 — 1994
College Basics
Sandy Baker Sandy Baker's Morgan Stanley Smith Barney Experience December 2005 - January 2012
Job Registered Branch Operations Manager at Private
Industry Financial Services
Experience
Private July 2014 - Present
Morgan Stanley Smith Barney December 2005 - January 2012
Merrill Lynch June 2000 - October 2004
Southwestern Psychiatric Services/Adapt Behavioral Healthcare July 1994 - August 1996
AVSCO July 1989 - November 1993
Prudential Securities 1986 - 1990
ContiCommodity 1980 - 1984
Skills
Investments, Mutual Funds, Series 7, Fixed Annuities, Sales, Insurance, Financial Analysis, Series 63, FINRA, Customer Service, Operations Management, Trading, Outlook, Microsoft Excel, 401k Rollovers, ETFs, Data Entry, Stock Trading, Variable Annuities, Due Diligence, Microsoft Word, Credentialing, Medical Billing, Insurance Verification, Travel Management, Enhanced Due Diligence, Inventory Control, Expense Reports, Cost Basis, Market Research, Phone Etiquette, Self-starter, Self-driven, Self-confidence, Force Protection, Bloomberg, Typing, Collections, Compliance, Project Coordination, Document Review, Data Profiling, Appointment Scheduling, Uniform Combined State..., Life Settlements
Education
Brookhaven Community College 1983 — 1984
Anatomy Physiology
Richland, Eastfield and Brookhaven college 1979 — 1980
Basics
Eastfield College
Typing 70-80 WPM
Private July 2014 - Present
Morgan Stanley Smith Barney December 2005 - January 2012
Merrill Lynch June 2000 - October 2004
Southwestern Psychiatric Services/Adapt Behavioral Healthcare July 1994 - August 1996
AVSCO July 1989 - November 1993
Prudential Securities 1986 - 1990
ContiCommodity 1980 - 1984
Skills
Investments, Mutual Funds, Series 7, Fixed Annuities, Sales, Insurance, Financial Analysis, Series 63, FINRA, Customer Service, Operations Management, Trading, Outlook, Microsoft Excel, 401k Rollovers, ETFs, Data Entry, Stock Trading, Variable Annuities, Due Diligence, Microsoft Word, Credentialing, Medical Billing, Insurance Verification, Travel Management, Enhanced Due Diligence, Inventory Control, Expense Reports, Cost Basis, Market Research, Phone Etiquette, Self-starter, Self-driven, Self-confidence, Force Protection, Bloomberg, Typing, Collections, Compliance, Project Coordination, Document Review, Data Profiling, Appointment Scheduling, Uniform Combined State..., Life Settlements
Education
Brookhaven Community College 1983 — 1984
Anatomy Physiology
Richland, Eastfield and Brookhaven college 1979 — 1980
Basics
Eastfield College
Typing 70-80 WPM
Evan Palsson Evan Palsson's Morgan Stanley Smith Barney Experience May 2007 - July 2007
Job Web Developer
Industry Computer Software
Experience
U.S. Army Reserve October 2010 - Present
Royal Bank of Scotland April 2013 - January 2015
E*TRADE Financial December 2011 - March 2013
Brigham Young University June 2005 - January 2008
Morgan Stanley Smith Barney May 2007 - July 2007
Skills
AngularJS, JavaScript, Node.js, MongoDB, Firebase, Github, HTML5, CSS, Financial Analysis, Microsoft Excel, Microsoft Office, Customer Service, Process Improvement, Research, Teamwork, Public Speaking, System Administration, OS X, Marketing, jQuery, AJAX, MEAN-Stack
Education
DevMountain 2015 — 2015
Web Development
Brigham Young University 2005 — 2009
Business Management, Finance
The American School in Japan 2000 — 2002
HS Diploma, General Education
U.S. Army Reserve October 2010 - Present
Royal Bank of Scotland April 2013 - January 2015
E*TRADE Financial December 2011 - March 2013
Brigham Young University June 2005 - January 2008
Morgan Stanley Smith Barney May 2007 - July 2007
Skills
AngularJS, JavaScript, Node.js, MongoDB, Firebase, Github, HTML5, CSS, Financial Analysis, Microsoft Excel, Microsoft Office, Customer Service, Process Improvement, Research, Teamwork, Public Speaking, System Administration, OS X, Marketing, jQuery, AJAX, MEAN-Stack
Education
DevMountain 2015 — 2015
Web Development
Brigham Young University 2005 — 2009
Business Management, Finance
The American School in Japan 2000 — 2002
HS Diploma, General Education
Kevin Hocevar, CFA Kevin Hocevar, CFA's Morgan Stanley Smith Barney Experience June 2007 - April 2008
Job Equity Research Analyst
Industry Capital Markets
Experience
Northcoast Research May 2011 - Present
KeyBank March 2009 - April 2011
AIG Retirement Services May 2008 - February 2009
Morgan Stanley Smith Barney June 2007 - April 2008
National City Bank 2004 - 2007
Skills
Investments, Equities, Industry Analysis, Securities, Series 7, CFA, Equity Research
Education
Cleveland State University 2005 — 2006
MBA
Bowling Green State University 2000 — 2004
Bachelors, Accounting
Northcoast Research May 2011 - Present
KeyBank March 2009 - April 2011
AIG Retirement Services May 2008 - February 2009
Morgan Stanley Smith Barney June 2007 - April 2008
National City Bank 2004 - 2007
Skills
Investments, Equities, Industry Analysis, Securities, Series 7, CFA, Equity Research
Education
Cleveland State University 2005 — 2006
MBA
Bowling Green State University 2000 — 2004
Bachelors, Accounting
Vittoriano Di Vaio Vittoriano Di Vaio's Morgan Stanley Smith Barney Experience July 2012 - September 2012
Job Associate Consultant at Bain & Company
Industry Management Consulting
Experience
Bain & Company September 2014 - Present
Brown University Department of Economics September 2012 - May 2014
Office of Steven Rattner June 2013 - August 2013
Morgan Stanley Smith Barney July 2012 - September 2012
Skills
Foreign Languages, Public Speaking, Economics, Stata, International Relations, Bloomberg, Microsoft Office, Microsoft Excel, Italian, French, Teaching, Writing, Online Research, Languages, Research
Education
Brown University 2010 — 2014
Bachelor's Degree, Economics, Political Science, Magna Cum Laude
American School of Milan 2006 — 2010
Bain & Company September 2014 - Present
Brown University Department of Economics September 2012 - May 2014
Office of Steven Rattner June 2013 - August 2013
Morgan Stanley Smith Barney July 2012 - September 2012
Skills
Foreign Languages, Public Speaking, Economics, Stata, International Relations, Bloomberg, Microsoft Office, Microsoft Excel, Italian, French, Teaching, Writing, Online Research, Languages, Research
Education
Brown University 2010 — 2014
Bachelor's Degree, Economics, Political Science, Magna Cum Laude
American School of Milan 2006 — 2010
Christina Berry's Morgan Stanley Smith Barney Experience June 2012 - August 2012
Job Agency Account Strategist, SMB Sales at Google
Industry Marketing and Advertising
Experience
Google July 2014 - Present
Google June 2013 - June 2014
Morgan Stanley Smith Barney June 2012 - August 2012
Barbara Bilder, D.M.D. Prosthetic, Esthetic, & Implant Dentistry June 2012 - August 2012
Arshiya International June 2011 - July 2011
Skills
PowerPoint, Excel, Microsoft Office, Photoshop, iMovie, Illustrator, FileMaker, Microsoft Excel
Education
Brown University 2009 — 2013
BA, Business, Entrepreneurship, and Organizations (BEO): Business Economics
Stockholm University 2011 — 2011
Google July 2014 - Present
Google June 2013 - June 2014
Morgan Stanley Smith Barney June 2012 - August 2012
Barbara Bilder, D.M.D. Prosthetic, Esthetic, & Implant Dentistry June 2012 - August 2012
Arshiya International June 2011 - July 2011
Skills
PowerPoint, Excel, Microsoft Office, Photoshop, iMovie, Illustrator, FileMaker, Microsoft Excel
Education
Brown University 2009 — 2013
BA, Business, Entrepreneurship, and Organizations (BEO): Business Economics
Stockholm University 2011 — 2011
Tom Brennan, CFA Tom Brennan, CFA's Morgan Stanley Smith Barney Experience 2005 - 2005
Job Fixed Income Product Specialist at William Blair Investment Management
Industry Financial Services
Experience
William Blair and Company September 2010 - Present
Ennis Knupp & Associates October 2005 - September 2010
Morgan Stanley Smith Barney 2005 - 2005
Skills
Fixed Income, Portfolio Management, Investments, Investment Management, Risk Management, Due Diligence, Mutual Funds, Asset Managment, Asset Allocation, Investment Advisory, Derivatives, Investment Strategies, Series 7, Bloomberg, Financial Analysis, Asset Management, Morningstar, Emerging Markets
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Analytic Finance, Managerial & Organizational Behavior, Graduated with Honors Distinction
Bradley University 2001 — 2005
Bachelor of Science, Economics
William Blair and Company September 2010 - Present
Ennis Knupp & Associates October 2005 - September 2010
Morgan Stanley Smith Barney 2005 - 2005
Skills
Fixed Income, Portfolio Management, Investments, Investment Management, Risk Management, Due Diligence, Mutual Funds, Asset Managment, Asset Allocation, Investment Advisory, Derivatives, Investment Strategies, Series 7, Bloomberg, Financial Analysis, Asset Management, Morningstar, Emerging Markets
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Analytic Finance, Managerial & Organizational Behavior, Graduated with Honors Distinction
Bradley University 2001 — 2005
Bachelor of Science, Economics
Mike Deatherage, CPA Mike Deatherage, CPA's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Financial Analyst at The Blackstone Group
Industry Accounting
Experience
The Blackstone Group February 2014 - Present
Ernst & Young September 2012 - February 2014
Lazard Asset Management June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
US GAAP, Accounting, Financial Analysis, Auditing, Assurance, Advanced Excel User, Microsoft Office, Financial Accounting, GAAP, External Audit, Financial Statements, Microsoft Excel, SEC filings, Financial Reporting, Waterfalls, Private Equity, Private Placements, Investment Valuation, Company Valuation, Business Valuation, Valuation Modeling, Purchase Price..., Banking, Equity Funding
Education
Fordham University - Graduate School of Business Administration 2011 — 2012
Master of Accounting (MSA), Accounting
Bucknell University 2007 — 2011
Bachelor of Science (BS), Accounting
MKA 2004 — 2007
The Blackstone Group February 2014 - Present
Ernst & Young September 2012 - February 2014
Lazard Asset Management June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
US GAAP, Accounting, Financial Analysis, Auditing, Assurance, Advanced Excel User, Microsoft Office, Financial Accounting, GAAP, External Audit, Financial Statements, Microsoft Excel, SEC filings, Financial Reporting, Waterfalls, Private Equity, Private Placements, Investment Valuation, Company Valuation, Business Valuation, Valuation Modeling, Purchase Price..., Banking, Equity Funding
Education
Fordham University - Graduate School of Business Administration 2011 — 2012
Master of Accounting (MSA), Accounting
Bucknell University 2007 — 2011
Bachelor of Science (BS), Accounting
MKA 2004 — 2007
Paul Psaila Paul Psaila's Morgan Stanley Smith Barney Experience February 1993 - Present
Job Portfolio Manager at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Investment Management February 1994 - Present
Morgan Stanley Smith Barney February 1993 - Present
Skills
Equities, Emerging Markets, Equity Research, Investments, Fixed Income, Capital Markets, Alternative Investments, Asset Managment, Portfolio Management, Valuation, Investment Banking, Bloomberg, Financial Modeling, Series 7, Securities, Private Equity, Derivatives, Financial Markets
Education
Johns Hopkins SAIS 1990 — 1992
Master's degree, International Economics
Brandeis University 1986 — 1989
Bachelor's degree, Political Economy
Morgan Stanley Investment Management February 1994 - Present
Morgan Stanley Smith Barney February 1993 - Present
Skills
Equities, Emerging Markets, Equity Research, Investments, Fixed Income, Capital Markets, Alternative Investments, Asset Managment, Portfolio Management, Valuation, Investment Banking, Bloomberg, Financial Modeling, Series 7, Securities, Private Equity, Derivatives, Financial Markets
Education
Johns Hopkins SAIS 1990 — 1992
Master's degree, International Economics
Brandeis University 1986 — 1989
Bachelor's degree, Political Economy
Cindy A Ryan Cindy A Ryan's Morgan Stanley Smith Barney Experience August 2009 - March 2011
Job Financial Services Representative at MetLife Securities, Inc.
Industry Financial Services
Experience
MetLife Securities, Inc. April 2011 - Present
Morgan Stanley Smith Barney August 2009 - March 2011
Wachovia April 1995 - November 2008
Wachovia Education Finance April 1995 - November 2008
Wachovia Bank 1995 - 2008
Fleet National Bank 1992 - 1995
Education
Bryant University 1992 — 1998
Business Administration, Marketing, Finance
MetLife Securities, Inc. April 2011 - Present
Morgan Stanley Smith Barney August 2009 - March 2011
Wachovia April 1995 - November 2008
Wachovia Education Finance April 1995 - November 2008
Wachovia Bank 1995 - 2008
Fleet National Bank 1992 - 1995
Education
Bryant University 1992 — 1998
Business Administration, Marketing, Finance
Peter Waldron, CFP, CRPC's Morgan Stanley Smith Barney Experience January 2009 - November 2011
Job Sr. Vice President Wealth Management
Industry Financial Services
Experience
UBS Financial Services Inc. October 2011 - Present
Morgan Stanley Smith Barney January 2009 - November 2011
Merrill Lynch August 2005 - January 2009
Pulte Homes December 2003 - August 2005
Education
Brigham Young University 1998 — 2002
BS, Accountancy
UBS Financial Services Inc. October 2011 - Present
Morgan Stanley Smith Barney January 2009 - November 2011
Merrill Lynch August 2005 - January 2009
Pulte Homes December 2003 - August 2005
Education
Brigham Young University 1998 — 2002
BS, Accountancy
Francis Buckley's Morgan Stanley Smith Barney Experience December 2007 - February 2008
Job Bank Examiner at FDIC
Industry Banking
Experience
FDIC January 2012 - Present
USDA May 2009 - January 2012
MassDevelopment December 2008 - February 2009
Morgan Stanley Smith Barney December 2007 - February 2008
Skills
Financial Analysis, Loans, Mortgage Lending, Economics, Banking, Risk Management, Financial Modeling, Strategic Planning, Credit, Asset Management, Investments, Public Speaking, Real Estate, Management, Training, Portfolio Management, Asset Managment, Policy Analysis, Capital Markets, Financial Accounting, Credit Analysis, Mergers & Acquisitions, Commercial Lending, Financial Services, Federal Law, State Laws, Deposit Insurance, Resolutions and..., Franchise and Asset..., Compliance
Education
Wheaton College (MA) 2006 — 2010
Bachelors Degree, Economics
Bridgewater State College
Accounting
Washington College
Economics
FDIC January 2012 - Present
USDA May 2009 - January 2012
MassDevelopment December 2008 - February 2009
Morgan Stanley Smith Barney December 2007 - February 2008
Skills
Financial Analysis, Loans, Mortgage Lending, Economics, Banking, Risk Management, Financial Modeling, Strategic Planning, Credit, Asset Management, Investments, Public Speaking, Real Estate, Management, Training, Portfolio Management, Asset Managment, Policy Analysis, Capital Markets, Financial Accounting, Credit Analysis, Mergers & Acquisitions, Commercial Lending, Financial Services, Federal Law, State Laws, Deposit Insurance, Resolutions and..., Franchise and Asset..., Compliance
Education
Wheaton College (MA) 2006 — 2010
Bachelors Degree, Economics
Bridgewater State College
Accounting
Washington College
Economics
Khadiyah McKnight Khadiyah McKnight's Morgan Stanley Smith Barney Experience January 2006 - August 2007
Job Human Resourses Coordinator at The RitzCarlton, Dallas
Industry Human Resources
Experience
The Ritz-Carlton, Dallas June 2009 - 2015
The Ritz-Carlton, Dallas August 2007 - 2009
Morgan Stanley Smith Barney January 2006 - August 2007
Citi February 2003 - August 2005
HSBC September 1994 - December 2002
Skills
Outlook, Microsoft Excel, Benefits Administration, Accounts Receivable, Auditing, PeopleSoft, Labor Management, ADP Payroll, Account Reconciliation, Training, Hiring, Pre-opening, Budgets, Payroll, Accounting, Supervisory Skills, Employee Benefits, MICROS, Hospitality
Education
Dallas County Community College 2011 — 2013
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Bryant and Stratton College
Associate of Arts (A.A.), Accounting
The Ritz-Carlton, Dallas June 2009 - 2015
The Ritz-Carlton, Dallas August 2007 - 2009
Morgan Stanley Smith Barney January 2006 - August 2007
Citi February 2003 - August 2005
HSBC September 1994 - December 2002
Skills
Outlook, Microsoft Excel, Benefits Administration, Accounts Receivable, Auditing, PeopleSoft, Labor Management, ADP Payroll, Account Reconciliation, Training, Hiring, Pre-opening, Budgets, Payroll, Accounting, Supervisory Skills, Employee Benefits, MICROS, Hospitality
Education
Dallas County Community College 2011 — 2013
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Bryant and Stratton College
Associate of Arts (A.A.), Accounting
Colby Smith Colby Smith's Morgan Stanley Smith Barney Experience June 2012 - August 2012
Job Associate Producer at Bloomberg TV
Industry Broadcast Media
Experience
Bloomberg TV March 2015 - Present
Bloomberg TV February 2014 - February 2015
Bloomberg TV June 2013 - January 2014
The Watson Institute for International Studies September 2012 - May 2013
Morgan Stanley Smith Barney June 2012 - August 2012
The Cogut Center for the Humanities at Brown University September 2011 - June 2012
Charlie Rose June 2011 - August 2011
The Watson Institute for International Studies September 2010 - May 2011
CNN June 2010 - July 2010
Education
Brown University 2009 — 2013
B.A., International Relations
Greens Farms Academy 1996 — 2009
High School
Bloomberg TV March 2015 - Present
Bloomberg TV February 2014 - February 2015
Bloomberg TV June 2013 - January 2014
The Watson Institute for International Studies September 2012 - May 2013
Morgan Stanley Smith Barney June 2012 - August 2012
The Cogut Center for the Humanities at Brown University September 2011 - June 2012
Charlie Rose June 2011 - August 2011
The Watson Institute for International Studies September 2010 - May 2011
CNN June 2010 - July 2010
Education
Brown University 2009 — 2013
B.A., International Relations
Greens Farms Academy 1996 — 2009
High School
Elizabeth Odland's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Bloomberg TOMS Account Manager at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP May 2014 - Present
Bloomberg LP 2013 - 2014
Bloomberg LP June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Proskauer Rose LLP December 2009 - January 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Mac OS, Bloomberg Terminal
Education
Brown University 2009 — 2013
BA, Commerce Organizations & Entrepreneurship - Business Economics
Bloomberg LP May 2014 - Present
Bloomberg LP 2013 - 2014
Bloomberg LP June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Proskauer Rose LLP December 2009 - January 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Mac OS, Bloomberg Terminal
Education
Brown University 2009 — 2013
BA, Commerce Organizations & Entrepreneurship - Business Economics
Mike Fronk's Morgan Stanley Smith Barney Experience April 2007 - November 2011
Job Digital Marketing Consultant at WSI Cybersmart
Industry Marketing and Advertising
Experience
WSI Cybersmart June 2014 - Present
National Planning Corporation (NPC) December 2011 - October 2013
Morgan Stanley Smith Barney April 2007 - November 2011
WFG World Group Securities December 2004 - April 2007
Skills
Digital Marketing, SEO, Content Management, LinkedIn, Facebook Marketing, Google Analytics, Google Adwords, Internet Business..., Web Marketing, Web Marketing Strategy, Social Media Blogging, Content Development, Marketing Strategy, Marketing..., Social Return on..., Website Development, PPC, Management, Project Management, Sales
Education
NCCLI 2012 — 2013
Brigham Young University
Business, Management, Marketing, and Related Support Services
WSI Cybersmart June 2014 - Present
National Planning Corporation (NPC) December 2011 - October 2013
Morgan Stanley Smith Barney April 2007 - November 2011
WFG World Group Securities December 2004 - April 2007
Skills
Digital Marketing, SEO, Content Management, LinkedIn, Facebook Marketing, Google Analytics, Google Adwords, Internet Business..., Web Marketing, Web Marketing Strategy, Social Media Blogging, Content Development, Marketing Strategy, Marketing..., Social Return on..., Website Development, PPC, Management, Project Management, Sales
Education
NCCLI 2012 — 2013
Brigham Young University
Business, Management, Marketing, and Related Support Services
Renata Jernigan Renata Jernigan's Morgan Stanley Smith Barney Experience September 2007 - June 2008
Job Realtor Principal at The Agency Luxe Realty
Industry Real Estate
Experience
The Agency Luxe January 2014 - Present
The Campins Company March 2011 - Present
The Agency Real Estate Brokerage 2014 - 2014
US Leasing March 2004 - August 2008
Morgan Stanley Smith Barney September 2007 - June 2008
Skills
Fluent in English and..., MyBooks Pro,..., Real Estate, Credit, Outlook, Loans, Customer Service, Finance, Sales, Microsoft Excel, Workshop Facilitation, Banking, Marketing, Single Family Homes, Real Estate Transactions, Investors, Sellers, FHA
Education
University of Florida 2014 — 2015
Bachelor's Degree, Behavioral Sciences
Nova Southeastern University 2010 — 2012
Bachelor's degree, General Psychology
Broward Community College 2009 — 2010
Associate of Arts (A.A.), Psychology
The Agency Luxe January 2014 - Present
The Campins Company March 2011 - Present
The Agency Real Estate Brokerage 2014 - 2014
US Leasing March 2004 - August 2008
Morgan Stanley Smith Barney September 2007 - June 2008
Skills
Fluent in English and..., MyBooks Pro,..., Real Estate, Credit, Outlook, Loans, Customer Service, Finance, Sales, Microsoft Excel, Workshop Facilitation, Banking, Marketing, Single Family Homes, Real Estate Transactions, Investors, Sellers, FHA
Education
University of Florida 2014 — 2015
Bachelor's Degree, Behavioral Sciences
Nova Southeastern University 2010 — 2012
Bachelor's degree, General Psychology
Broward Community College 2009 — 2010
Associate of Arts (A.A.), Psychology
Lisa Totta's Morgan Stanley Smith Barney Experience February 2000 - July 2012
Job Client Relationship Coordinator
Industry Legal Services
Experience
The Andersen Firm PA December 2014 - Present
Farmers Insurance Group of Companies November 2012 - November 2014
Morgan Stanley Smith Barney February 2000 - July 2012
PRUDENTIAL SECURITIES January 1998 - January 2000
THE ADVOCATE GROUP LAW OFFICES, FT. LAUDERDALE January 1990 - January 1998
Skills
Series 7 and 63
Education
Broward College 2013 — 2015
Associate of Arts (AA), Legal Assistant/Paralegal
The Andersen Firm PA December 2014 - Present
Farmers Insurance Group of Companies November 2012 - November 2014
Morgan Stanley Smith Barney February 2000 - July 2012
PRUDENTIAL SECURITIES January 1998 - January 2000
THE ADVOCATE GROUP LAW OFFICES, FT. LAUDERDALE January 1990 - January 1998
Skills
Series 7 and 63
Education
Broward College 2013 — 2015
Associate of Arts (AA), Legal Assistant/Paralegal
Gale Wolfenbarger Gale Wolfenbarger's Morgan Stanley Smith Barney Experience September 2007 - Present
Job Retired System Administrator
Industry Financial Services
Experience
Morgan Stanley Smith Barney September 2007 - Present
atomz i! pte ltd 2002 - 2006
Skills
Disaster Recovery, Unix Shell Scripting, Unix, SDLC, Process Improvement, Data Center, Project Management, Business Analysis, System Architecture, Public Speaking, Requirements Analysis
Education
Brigham Young University 1971 — 1973
Bachelor's degree, Computer Science
Morgan Stanley Smith Barney September 2007 - Present
atomz i! pte ltd 2002 - 2006
Skills
Disaster Recovery, Unix Shell Scripting, Unix, SDLC, Process Improvement, Data Center, Project Management, Business Analysis, System Architecture, Public Speaking, Requirements Analysis
Education
Brigham Young University 1971 — 1973
Bachelor's degree, Computer Science
Eric Cosnoski Eric Cosnoski's Morgan Stanley Smith Barney Experience August 1991 - May 1996
Job Marketing Director
Industry Marketing and Advertising
Experience
Lehigh University August 2013 - Present
A Sign of Excellence, Inc. January 2002 - Present
Lehigh University September 2010 - September 2012
Goyband, LLC May 2006 - August 2008
Loan Pricing Corp / Thomson Reuters May 1998 - January 2002
Metal Bulletin August 1997 - February 1998
Morgan Stanley Smith Barney August 1991 - May 1996
Professional Magicians January 1986 - September 1993
Skills
Brand Management, Strategy, Marketing, Marketing Strategy, B2B, Social Media, Marketing Communications, Entrepreneurship, Business Development, Public Relations, Leadership, Strategic Planning, Brand Development, Event Management, Direct Marketing, Competitive Analysis, Event Planning, Cross-functional Team..., Management, Staff Management, Project Management, Data Analysis, Outdoor Advertising, Financial Management..., Copywriting, Market Research, Email Marketing, Direct Mail, Database Management, New Media, Engineering, Construction Management, Hardware Analysis, Advertising, University Teaching, Graphic Design
Education
Lehigh University - College of Business and Economics 2009 — 2012
MBA, Marketing & Entrepreneurship
Lehigh University - College of Business and Economics 1990 — 1996
Bachelor of Science (BS), Marketing
Brookdale Community College 1991 — 1993
Associate of Arts (AA), Marketing & Electrical Engineering
Mater Dei
Lehigh University August 2013 - Present
A Sign of Excellence, Inc. January 2002 - Present
Lehigh University September 2010 - September 2012
Goyband, LLC May 2006 - August 2008
Loan Pricing Corp / Thomson Reuters May 1998 - January 2002
Metal Bulletin August 1997 - February 1998
Morgan Stanley Smith Barney August 1991 - May 1996
Professional Magicians January 1986 - September 1993
Skills
Brand Management, Strategy, Marketing, Marketing Strategy, B2B, Social Media, Marketing Communications, Entrepreneurship, Business Development, Public Relations, Leadership, Strategic Planning, Brand Development, Event Management, Direct Marketing, Competitive Analysis, Event Planning, Cross-functional Team..., Management, Staff Management, Project Management, Data Analysis, Outdoor Advertising, Financial Management..., Copywriting, Market Research, Email Marketing, Direct Mail, Database Management, New Media, Engineering, Construction Management, Hardware Analysis, Advertising, University Teaching, Graphic Design
Education
Lehigh University - College of Business and Economics 2009 — 2012
MBA, Marketing & Entrepreneurship
Lehigh University - College of Business and Economics 1990 — 1996
Bachelor of Science (BS), Marketing
Brookdale Community College 1991 — 1993
Associate of Arts (AA), Marketing & Electrical Engineering
Mater Dei
Beth Mandel's Morgan Stanley Smith Barney Experience September 2010 - December 2011
Job Owner at BWPW Photography LLC
Industry Photography
Experience
BWPW Photography LLC June 2011 - Present
The News & Observer June 2012 - Present
The Republik March 2013 - February 2014
Health Decisions January 2012 - June 2012
Morgan Stanley Smith Barney September 2010 - December 2011
Morgan Stanley Smith Barney March 2008 - September 2010
Morgan Stanley Smith Barney July 2007 - February 2008
Morgan Stanley July 2005 - June 2007
Morgan Stanley June 2004 - August 2004
U.S. House of Representatives June 2002 - August 2002
Education
Brandeis University 2001 — 2005
Bachelor of Arts, History & Political Science
North Farmington High School 1999 — 2001
Parsippany High School 1997 — 1999
BWPW Photography LLC June 2011 - Present
The News & Observer June 2012 - Present
The Republik March 2013 - February 2014
Health Decisions January 2012 - June 2012
Morgan Stanley Smith Barney September 2010 - December 2011
Morgan Stanley Smith Barney March 2008 - September 2010
Morgan Stanley Smith Barney July 2007 - February 2008
Morgan Stanley July 2005 - June 2007
Morgan Stanley June 2004 - August 2004
U.S. House of Representatives June 2002 - August 2002
Education
Brandeis University 2001 — 2005
Bachelor of Arts, History & Political Science
North Farmington High School 1999 — 2001
Parsippany High School 1997 — 1999
Andy Strauss Andy Strauss's Morgan Stanley Smith Barney Experience 2009 - 2010
Job I help financial advisors mitigate investment risk
Industry Financial Services
Experience
Exceed Investments LLC August 2014 - Present
JVB Financial Group, LLC August 2013 - July 2014
SIP America 2012 - May 2013
BNY Mellon Wealth Management 2010 - 2012
Morgan Stanley Smith Barney 2009 - 2010
AllianceBernstein 2005 - 2009
BlackRock 2001 - 2005
Skills
Investments, Fixed Income, Alternative Investments, Series 63, Equities, Portfolio Management, Asset Management, Structured Products, Mutual Funds, Asset Allocation, Series 7, Finance, Bonds, Sales Management, FINRA, Risk Management, Hedge Funds, Wealth Management, Series 24, Securities, Financial Advisory, Financial Services, Financial Markets, Leadership, ETFs, Investment Management, Separately Managed..., Investment Strategies, Investment Advisory, Capital Markets, Business Development, Mergers & Acquisitions, New Business Development, Practice Management, Sales Presentations, Professional...
Education
Brown University
BA, Business Economics
Sparta High School
Exceed Investments LLC August 2014 - Present
JVB Financial Group, LLC August 2013 - July 2014
SIP America 2012 - May 2013
BNY Mellon Wealth Management 2010 - 2012
Morgan Stanley Smith Barney 2009 - 2010
AllianceBernstein 2005 - 2009
BlackRock 2001 - 2005
Skills
Investments, Fixed Income, Alternative Investments, Series 63, Equities, Portfolio Management, Asset Management, Structured Products, Mutual Funds, Asset Allocation, Series 7, Finance, Bonds, Sales Management, FINRA, Risk Management, Hedge Funds, Wealth Management, Series 24, Securities, Financial Advisory, Financial Services, Financial Markets, Leadership, ETFs, Investment Management, Separately Managed..., Investment Strategies, Investment Advisory, Capital Markets, Business Development, Mergers & Acquisitions, New Business Development, Practice Management, Sales Presentations, Professional...
Education
Brown University
BA, Business Economics
Sparta High School
Molly Samson, MBA Molly Samson, MBA's Morgan Stanley Smith Barney Experience September 2008 - January 2011
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2011 - Present
Morgan Stanley Smith Barney September 2008 - January 2011
Education
Salve Regina University 2008 — 2011
Master of Business Administration (MBA), Management
Bryant University 2004 — 2008
Bachelor of Science (BS), Accounting
Wells Fargo Advisors, LLC January 2011 - Present
Morgan Stanley Smith Barney September 2008 - January 2011
Education
Salve Regina University 2008 — 2011
Master of Business Administration (MBA), Management
Bryant University 2004 — 2008
Bachelor of Science (BS), Accounting
Natalie Michelle Schmid Natalie Michelle Schmid's Morgan Stanley Smith Barney Experience September 2007 - May 2009
Job Financial Advisor, Assistant Vice President; Wealth Management Partner
Industry Financial Services
Experience
PNC Investments June 2009 - Present
Morgan Stanley Smith Barney September 2007 - May 2009
Education
Brown University 2002 — 2006
Blair Academy
Ridgewood High School
PNC Investments June 2009 - Present
Morgan Stanley Smith Barney September 2007 - May 2009
Education
Brown University 2002 — 2006
Blair Academy
Ridgewood High School
Jeffrey Denault Jeffrey Denault's Morgan Stanley Smith Barney Experience June 2007 - August 2008
Job Treasury Analyst at Citizens Bank
Industry Banking
Experience
Citizens Bank March 2015 - Present
RBS Citizens October 2013 - March 2015
RBS Citizens June 2011 - October 2013
Morgan Stanley Smith Barney June 2007 - August 2008
Skills
Internal Audit, Finance, ALM, Auditing, Financial Risk, Treasury, Financial Analysis, Liquidity Management, Credit Risk
Education
Bryant University 2007 — 2011
Bachelor of Applied Science (BASc), Applied Economics
LaSalle Academy 2003 — 2007
High School Diploma
Citizens Bank March 2015 - Present
RBS Citizens October 2013 - March 2015
RBS Citizens June 2011 - October 2013
Morgan Stanley Smith Barney June 2007 - August 2008
Skills
Internal Audit, Finance, ALM, Auditing, Financial Risk, Treasury, Financial Analysis, Liquidity Management, Credit Risk
Education
Bryant University 2007 — 2011
Bachelor of Applied Science (BASc), Applied Economics
LaSalle Academy 2003 — 2007
High School Diploma
Michael Lemmons Michael Lemmons's Morgan Stanley Smith Barney Experience June 2008 - September 2008
Job MBA Candidate at The Wharton School
Industry Management Consulting
Experience
Eze Software Group March 2014 - June 2014
Eze Software Group July 2011 - February 2014
Eze Software Group July 2010 - July 2011
Kellogg, Huber, Hansen, Todd, Evans & Figel, P.L.L.C. June 2009 - September 2009
Morgan Stanley Smith Barney June 2008 - September 2008
Skills
Public Speaking, CRM, Business Analysis, Hedge Funds, SQL, Client Relationship..., Time Management, Project Coordination, Consulting, Finance, Bloomberg, Spanish (Conversational), Management, Team Leadership, Project Management, Structured Query..., Account Management, Process Improvement, Technology, Networking, Network Architecture, Production Support, Business Development, Databases, Microsoft Excel, Microsoft Office, Management Consulting, Data Analysis, Financial Analysis, Research, Leadership, PowerPoint
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA)
Brown University 2006 — 2010
B.A., Political Science, Economics
Saint Albans School 2002 — 2006
Eze Software Group March 2014 - June 2014
Eze Software Group July 2011 - February 2014
Eze Software Group July 2010 - July 2011
Kellogg, Huber, Hansen, Todd, Evans & Figel, P.L.L.C. June 2009 - September 2009
Morgan Stanley Smith Barney June 2008 - September 2008
Skills
Public Speaking, CRM, Business Analysis, Hedge Funds, SQL, Client Relationship..., Time Management, Project Coordination, Consulting, Finance, Bloomberg, Spanish (Conversational), Management, Team Leadership, Project Management, Structured Query..., Account Management, Process Improvement, Technology, Networking, Network Architecture, Production Support, Business Development, Databases, Microsoft Excel, Microsoft Office, Management Consulting, Data Analysis, Financial Analysis, Research, Leadership, PowerPoint
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA)
Brown University 2006 — 2010
B.A., Political Science, Economics
Saint Albans School 2002 — 2006
Derek Graddock, CFP® Derek Graddock, CFP®'s Morgan Stanley Smith Barney Experience October 2005 - December 2006
Job CFP® Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Smith Barney October 2005 - December 2006
Sports & Fitness Edge May 2005 - October 2005
Morgan Stanley May 2003 - October 2005
Surefoot LLC October 2004 - May 2005
Skills
Customer Service, Wealth Management, Wealth, Asset Allocation, Finance, Financial Advisory, Investments, Microsoft Excel, Microsoft Office, Mutual Funds, PowerPoint, Series 63, Series 7, Retirement Planning, Alternative Investments, Marketing
Education
University of Vermont 2001 — 2004
BS, Business Administration Finance / Marketing
Bryant University 2000 — 2001
Business Administration
Morgan Stanley Smith Barney October 2005 - December 2006
Sports & Fitness Edge May 2005 - October 2005
Morgan Stanley May 2003 - October 2005
Surefoot LLC October 2004 - May 2005
Skills
Customer Service, Wealth Management, Wealth, Asset Allocation, Finance, Financial Advisory, Investments, Microsoft Excel, Microsoft Office, Mutual Funds, PowerPoint, Series 63, Series 7, Retirement Planning, Alternative Investments, Marketing
Education
University of Vermont 2001 — 2004
BS, Business Administration Finance / Marketing
Bryant University 2000 — 2001
Business Administration
Rachael Bulmer Rachael Bulmer's Morgan Stanley Smith Barney Experience June 2010 - April 2013
Job Advancement Officer at The Michael J. Fox Foundation for Parkinson's Research
Industry Fund-Raising
Experience
The Michael J. Fox Foundation for Parkinson's Research August 2014 - Present
The Michael J. Fox Foundation for Parkinson's Research April 2013 - August 2014
Morgan Stanley Smith Barney June 2010 - April 2013
Bucknell University Writing Center August 2007 - September 2009
Thompson Hine LLP May 2008 - August 2008
Bucknell University Office of Admissions January 2007 - January 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Photoshop, Final Cut Pro, iMovie, Social Media, Microsoft Office, Research, Public Speaking, Editing, Legal Research, Event Planning, Non-profits, Spanish, International Relations, Outlook, Press Releases, Leadership, Community Outreach, Nonprofits
Education
Bucknell University 2006 — 2010
Bachelor of Arts (B.A.), Political Science and Government
Universidad de Granada 2009 — 2009
The Michael J. Fox Foundation for Parkinson's Research August 2014 - Present
The Michael J. Fox Foundation for Parkinson's Research April 2013 - August 2014
Morgan Stanley Smith Barney June 2010 - April 2013
Bucknell University Writing Center August 2007 - September 2009
Thompson Hine LLP May 2008 - August 2008
Bucknell University Office of Admissions January 2007 - January 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Photoshop, Final Cut Pro, iMovie, Social Media, Microsoft Office, Research, Public Speaking, Editing, Legal Research, Event Planning, Non-profits, Spanish, International Relations, Outlook, Press Releases, Leadership, Community Outreach, Nonprofits
Education
Bucknell University 2006 — 2010
Bachelor of Arts (B.A.), Political Science and Government
Universidad de Granada 2009 — 2009
Jason Goeller Jason Goeller's Morgan Stanley Smith Barney Experience January 2006 - December 2010
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2011 - Present
Morgan Stanley Smith Barney January 2006 - December 2010
Legg Mason Wood Walker, Inc. March 2003 - December 2005
Skills
Retirement Planning, Finance, Mutual Funds, Financial Services, Investments, Risk Management, Small Business, Personal Finance, Alternative Investments, IRAs, 401k Rollovers, Capital Markets, Retirement, Asset Allocation, Investment Management, 529 Plans, Securities, Financial Advisory
Education
Bucknell University 1994 — 1998
BSBA, Accounting
Wells Fargo Advisors April 2011 - Present
Morgan Stanley Smith Barney January 2006 - December 2010
Legg Mason Wood Walker, Inc. March 2003 - December 2005
Skills
Retirement Planning, Finance, Mutual Funds, Financial Services, Investments, Risk Management, Small Business, Personal Finance, Alternative Investments, IRAs, 401k Rollovers, Capital Markets, Retirement, Asset Allocation, Investment Management, 529 Plans, Securities, Financial Advisory
Education
Bucknell University 1994 — 1998
BSBA, Accounting
Matthew Koren Matthew Koren's Morgan Stanley Smith Barney Experience January 2011 - February 2012
Job ETF and Index Swaps Trader at Citi
Industry Financial Services
Experience
Citi August 2014 - Present
The Bottle Foundation April 2014 - Present
Citi September 2013 - August 2014
Citi June 2012 - September 2013
Cornell International Institute for Food, Agriculture and Development June 2011 - June 2012
Morgan Stanley Smith Barney January 2011 - February 2012
Skills
ETFs, Index Arbitrage, Equity Swaps, Futures Trading, Equity Trading, Equity Derivatives, Securities Lending, Financial Futures, Series 7, Series 63, Series 55, Series 3, Argus Modeling, Quantitative Analytics, Fundraising, Dreamweaver, Microsoft Excel, Photoshop, Entrepreneurship, Social Media Outreach, HTML, CSS
Education
Cornell University 2009 — 2012
Bachelor of Science (B.S.), Industrial and Labor Relations, Minors in Economics and Real Estate
Bucknell University 2008 — 2009
Economics
Citi August 2014 - Present
The Bottle Foundation April 2014 - Present
Citi September 2013 - August 2014
Citi June 2012 - September 2013
Cornell International Institute for Food, Agriculture and Development June 2011 - June 2012
Morgan Stanley Smith Barney January 2011 - February 2012
Skills
ETFs, Index Arbitrage, Equity Swaps, Futures Trading, Equity Trading, Equity Derivatives, Securities Lending, Financial Futures, Series 7, Series 63, Series 55, Series 3, Argus Modeling, Quantitative Analytics, Fundraising, Dreamweaver, Microsoft Excel, Photoshop, Entrepreneurship, Social Media Outreach, HTML, CSS
Education
Cornell University 2009 — 2012
Bachelor of Science (B.S.), Industrial and Labor Relations, Minors in Economics and Real Estate
Bucknell University 2008 — 2009
Economics
Dane Willis's Morgan Stanley Smith Barney Experience December 2010 - June 2011
Job Senior Product Manager at SwipeClock
Industry Internet
Experience
SwipeClock April 2015 - Present
Experticity October 2011 - April 2015
Morgan Stanley Smith Barney December 2010 - June 2011
Verity Ridge Investment Advisors August 2009 - December 2010
Wasatch Advisors January 2005 - March 2009
ABG Consultants July 2003 - November 2004
Alliance Benefit Group Rocky Mountain April 2001 - April 2004
Skills
Financial Modeling, Investments, Competitive Analysis, Analysis, Private Equity, Investment Management, Entrepreneurship
Education
Brigham Young University
BS, Business Management -- Finance
Viewmont High School
SwipeClock April 2015 - Present
Experticity October 2011 - April 2015
Morgan Stanley Smith Barney December 2010 - June 2011
Verity Ridge Investment Advisors August 2009 - December 2010
Wasatch Advisors January 2005 - March 2009
ABG Consultants July 2003 - November 2004
Alliance Benefit Group Rocky Mountain April 2001 - April 2004
Skills
Financial Modeling, Investments, Competitive Analysis, Analysis, Private Equity, Investment Management, Entrepreneurship
Education
Brigham Young University
BS, Business Management -- Finance
Viewmont High School
Stuart Roach's Morgan Stanley Smith Barney Experience July 2011 - September 2011
Job Account Executive at Domo, Enabling Business Leaders to Make DataDriven RealTime Decisions
Industry Internet
Experience
Domo, Inc. April 2015 - Present
Domo, Inc. January 2013 - March 2015
EveryoneSocial – Employee Advocacy Platform January 2012 - December 2012
Morgan Stanley Smith Barney July 2011 - September 2011
Brigham Young University April 2010 - April 2011
National Capital Partners June 2010 - September 2010
Peterson Partners January 2010 - June 2010
JP Morgan Chase September 2009 - January 2010
Skills
Social Media Marketing, Social Media, Social Skills, Sales, Salesforce.com, Networking, Financial Analysis, Spanish, SaaS, Lead Generation, Financial Modeling, Market Research, Marketing, Leadership, Direct Sales, Strategy, E-commerce, Competitive Analysis, Business Strategy, Marketing Strategy, Entrepreneurship
Education
Brigham Young University 2006 — 2011
Bachelor of Science (BS), Entrepreneurship/Entrepreneurial Studies
Domo, Inc. April 2015 - Present
Domo, Inc. January 2013 - March 2015
EveryoneSocial – Employee Advocacy Platform January 2012 - December 2012
Morgan Stanley Smith Barney July 2011 - September 2011
Brigham Young University April 2010 - April 2011
National Capital Partners June 2010 - September 2010
Peterson Partners January 2010 - June 2010
JP Morgan Chase September 2009 - January 2010
Skills
Social Media Marketing, Social Media, Social Skills, Sales, Salesforce.com, Networking, Financial Analysis, Spanish, SaaS, Lead Generation, Financial Modeling, Market Research, Marketing, Leadership, Direct Sales, Strategy, E-commerce, Competitive Analysis, Business Strategy, Marketing Strategy, Entrepreneurship
Education
Brigham Young University 2006 — 2011
Bachelor of Science (BS), Entrepreneurship/Entrepreneurial Studies
Olivia Meier's Morgan Stanley Smith Barney Experience March 2009 - June 2010
Job Attorney and CounseloratLaw
Industry Law Practice
Experience
National Advocates for Pregnant Women October 2013 - March 2014
Department of Veterans Affairs August 2012 - December 2012
United Nations January 2012 - August 2012
The Lawfare Project August 2011 - December 2011
Safe Horizon May 2011 - August 2011
Starbucks Coffee Company July 2008 - August 2010
Morgan Stanley Smith Barney March 2009 - June 2010
Bryn Mawr College January 2007 - May 2008
Bryn Mawr College August 2005 - May 2008
Martin Hannan, PA May 2005 - August 2005
Skills
Legal Writing, Research, Editing, Social Media, Microsoft Office, PowerPoint, Non-profits, Policy Analysis, Fundraising, Legal Assistance, International..., International Law, Public International Law, Administrative Law, Legal Research
Education
Brooklyn Law School 2010 — 2013
Juris Doctor, International Law
Bryn Mawr College 2004 — 2008
Bachelor of Arts, Political Science; International and Comparative Politics
National Advocates for Pregnant Women October 2013 - March 2014
Department of Veterans Affairs August 2012 - December 2012
United Nations January 2012 - August 2012
The Lawfare Project August 2011 - December 2011
Safe Horizon May 2011 - August 2011
Starbucks Coffee Company July 2008 - August 2010
Morgan Stanley Smith Barney March 2009 - June 2010
Bryn Mawr College January 2007 - May 2008
Bryn Mawr College August 2005 - May 2008
Martin Hannan, PA May 2005 - August 2005
Skills
Legal Writing, Research, Editing, Social Media, Microsoft Office, PowerPoint, Non-profits, Policy Analysis, Fundraising, Legal Assistance, International..., International Law, Public International Law, Administrative Law, Legal Research
Education
Brooklyn Law School 2010 — 2013
Juris Doctor, International Law
Bryn Mawr College 2004 — 2008
Bachelor of Arts, Political Science; International and Comparative Politics
Frank Salvatore Frank Salvatore's Morgan Stanley Smith Barney Experience November 2006 - September 2012
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2012 - Present
Morgan Stanley Smith Barney November 2006 - September 2012
A.G. Edwards & Sons, Inc. April 2004 - November 2006
Arandell Corporation December 1999 - March 2004
Banta Corporation January 1994 - December 1999
RR Donnelley May 1985 - July 1992
Education
Bryant University 2001 — 2005
MBA, Finance
University of Pennsylvania - The Wharton School 1981 — 1985
BS Economics, Marketing
Ameriprise Financial Services, Inc. September 2012 - Present
Morgan Stanley Smith Barney November 2006 - September 2012
A.G. Edwards & Sons, Inc. April 2004 - November 2006
Arandell Corporation December 1999 - March 2004
Banta Corporation January 1994 - December 1999
RR Donnelley May 1985 - July 1992
Education
Bryant University 2001 — 2005
MBA, Finance
University of Pennsylvania - The Wharton School 1981 — 1985
BS Economics, Marketing
Anna Treece Anna Treece's Morgan Stanley Smith Barney Experience November 2010 - March 2011
Job Postpartum Doula | Babywearing Guru | Leadership & Development Training Consultant | Wall Street meets Brooklyn
Industry Financial Services
Experience
the Dumbo Doula July 2014 - Present
The Melini Group August 2014 - Present
TIAA-CREF May 2012 - October 2013
Citi Group March 2011 - April 2012
Morgan Stanley Smith Barney November 2010 - March 2011
Credit Suisse April 2009 - November 2010
Vynamic January 2008 - March 2009
Countrywide Bank May 2007 - November 2007
Credit Suisse May 2005 - May 2007
Skills
Investment Banking, Portfolio Management, Human Capital Management, Human Capital Strategy, Business Management, Financial Management, IT Financial Management, Six Sigma, Resource Management, Offshore Resource..., Management, Vendor Management, Project Management, Program Management, Risk Management, IT Strategy, Financial Services, Change Management, Cross-functional Team..., Relationship Management, Team Management
Education
Villanova University 2008 — 2009
Six Sigma Green Belt
Bucknell University 2000 — 2004
BA, English Literature
the Dumbo Doula July 2014 - Present
The Melini Group August 2014 - Present
TIAA-CREF May 2012 - October 2013
Citi Group March 2011 - April 2012
Morgan Stanley Smith Barney November 2010 - March 2011
Credit Suisse April 2009 - November 2010
Vynamic January 2008 - March 2009
Countrywide Bank May 2007 - November 2007
Credit Suisse May 2005 - May 2007
Skills
Investment Banking, Portfolio Management, Human Capital Management, Human Capital Strategy, Business Management, Financial Management, IT Financial Management, Six Sigma, Resource Management, Offshore Resource..., Management, Vendor Management, Project Management, Program Management, Risk Management, IT Strategy, Financial Services, Change Management, Cross-functional Team..., Relationship Management, Team Management
Education
Villanova University 2008 — 2009
Six Sigma Green Belt
Bucknell University 2000 — 2004
BA, English Literature
Brian Parker CFP® Brian Parker CFP®'s Morgan Stanley Smith Barney Experience September 2009 - December 2010
Job Partner at Hyde Park Wealth Management
Industry Financial Services
Experience
Hyde Park Wealth Management January 2011 - Present
Morgan Stanley Smith Barney September 2009 - December 2010
Fifth Third Bank January 2006 - February 2009
TD Waterhouse September 2000 - January 2006
Andersen Consulting March 1995 - September 2000
Skills
Asset Managment, Risk Management, Leadership, Employee Benefits, Strategic Financial..., Investments, Wealth Management, Financial Analysis, Retirement Planning, Portfolio Management, Insurance, Accounting, Small Business, Financial Advisory, Financial Services, Asset Management, Mutual Funds, Financial Planning
Education
New York University 2010 — 2011
Certificate in Financial Planning
Rider University 1981 — 1985
BS in Commerce, Accounting
Bucknell University 1978 — 1980
none, Accounting
Hyde Park Wealth Management January 2011 - Present
Morgan Stanley Smith Barney September 2009 - December 2010
Fifth Third Bank January 2006 - February 2009
TD Waterhouse September 2000 - January 2006
Andersen Consulting March 1995 - September 2000
Skills
Asset Managment, Risk Management, Leadership, Employee Benefits, Strategic Financial..., Investments, Wealth Management, Financial Analysis, Retirement Planning, Portfolio Management, Insurance, Accounting, Small Business, Financial Advisory, Financial Services, Asset Management, Mutual Funds, Financial Planning
Education
New York University 2010 — 2011
Certificate in Financial Planning
Rider University 1981 — 1985
BS in Commerce, Accounting
Bucknell University 1978 — 1980
none, Accounting
Timothy Jensen's Morgan Stanley Smith Barney Experience October 2011 - May 2013
Job JP Morgan Chase Bank, N.A. Private Client Advisor
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. July 2013 - Present
Morgan Stanley Smith Barney October 2011 - May 2013
Northwestern Mutual Financial Network October 2009 - September 2011
JPMorgan Chase January 2008 - October 2009
Chase Bank January 2008 - September 2009
AXA Equitable March 2005 - December 2007
AXA Equitable January 2005 - December 2007
Education
Brigham Young University 1998 — 2004
Broadcast Journalism, Communications
Brigham Young University 1998 — 2004
Bachelors Degree, Broadcast Journalism
Longmont High School
Westview Middle
JP Morgan Chase Bank, N.A. July 2013 - Present
Morgan Stanley Smith Barney October 2011 - May 2013
Northwestern Mutual Financial Network October 2009 - September 2011
JPMorgan Chase January 2008 - October 2009
Chase Bank January 2008 - September 2009
AXA Equitable March 2005 - December 2007
AXA Equitable January 2005 - December 2007
Education
Brigham Young University 1998 — 2004
Broadcast Journalism, Communications
Brigham Young University 1998 — 2004
Bachelors Degree, Broadcast Journalism
Longmont High School
Westview Middle
Melissa Cancro Creighton Melissa Cancro Creighton's Morgan Stanley Smith Barney Experience March 2000 - September 2013
Job Procurement Service Manager at Atos / Morgan Stanley
Industry Financial Services
Experience
Atos June 2011 - September 2013
Morgan Stanley Smith Barney March 2000 - September 2013
Atos February 2004 - June 2011
Atos March 2000 - February 2004
Skills
Procurement, Financial Analysis, Microsoft Excel, Vendor Management, Sourcing, Catalog Management, Software Asset..., Microsoft Office, Microsoft Word, Operations Management, IT Service Management, Management, E-procurement, Strategic Sourcing, Procure-to-Pay, Process Improvement, Supply Chain Management, eSourcing, Project Management, Supply Management, P2P, IT Procurement, Software Procurement, E-invoicing
Education
Farmingdale State University of New York 2003 — 2006
Bachelor of Science (BS), Management Technology, 3.48 GPA
Briarcliffe College 1996 — 1998
Associate of Arts and Sciences (AAS), Office Technology, 3.75 GPA
Atos June 2011 - September 2013
Morgan Stanley Smith Barney March 2000 - September 2013
Atos February 2004 - June 2011
Atos March 2000 - February 2004
Skills
Procurement, Financial Analysis, Microsoft Excel, Vendor Management, Sourcing, Catalog Management, Software Asset..., Microsoft Office, Microsoft Word, Operations Management, IT Service Management, Management, E-procurement, Strategic Sourcing, Procure-to-Pay, Process Improvement, Supply Chain Management, eSourcing, Project Management, Supply Management, P2P, IT Procurement, Software Procurement, E-invoicing
Education
Farmingdale State University of New York 2003 — 2006
Bachelor of Science (BS), Management Technology, 3.48 GPA
Briarcliffe College 1996 — 1998
Associate of Arts and Sciences (AAS), Office Technology, 3.75 GPA
Doug Buckley Doug Buckley's Morgan Stanley Smith Barney Experience 2010 - August 2011
Job Associate Relationship Manager Strategic Relationship Group at AB
Industry Financial Services
Experience
AB June 2014 - Present
AllianceBernstein September 2011 - Present
Morgan Stanley Smith Barney 2010 - August 2011
National Securities 2008 - 2009
Skills
Series 7, Series 63, Series 31, Uniform Combined State..., Mutual Funds, Variable Annuities, Portfolio Management, Trading, Equities, Fixed Income, Alternative Investments, Securities, Life & Health Insurance..., Defined Contribution, General Accounts, Key Account Management, Key Account Development, National Accounts
Education
Bucknell University 2005 — 2009
BSBA, Business
Chaminade High School 2001 — 2005
AB June 2014 - Present
AllianceBernstein September 2011 - Present
Morgan Stanley Smith Barney 2010 - August 2011
National Securities 2008 - 2009
Skills
Series 7, Series 63, Series 31, Uniform Combined State..., Mutual Funds, Variable Annuities, Portfolio Management, Trading, Equities, Fixed Income, Alternative Investments, Securities, Life & Health Insurance..., Defined Contribution, General Accounts, Key Account Management, Key Account Development, National Accounts
Education
Bucknell University 2005 — 2009
BSBA, Business
Chaminade High School 2001 — 2005
Jon Mallon Jon Mallon's Morgan Stanley Smith Barney Experience March 2010 - June 2011
Job Regional Executive / Director at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank October 2014 - Present
Deutsche Bank February 2014 - October 2014
UBS Financial Services Inc. July 2011 - February 2014
Morgan Stanley Smith Barney March 2010 - June 2011
Morgan Stanley December 2006 - March 2010
Mallon Associates April 2001 - December 2006
Lehman Brothers September 1998 - April 2001
Lehman Brothers October 1995 - September 1998
Morgan Stanley November 1992 - September 1995
Education
Bucknell University 1987 — 1991
BSBA, Finance, Economics
Greenwich High 1984 — 1987
Brunswick
Deutsche Bank October 2014 - Present
Deutsche Bank February 2014 - October 2014
UBS Financial Services Inc. July 2011 - February 2014
Morgan Stanley Smith Barney March 2010 - June 2011
Morgan Stanley December 2006 - March 2010
Mallon Associates April 2001 - December 2006
Lehman Brothers September 1998 - April 2001
Lehman Brothers October 1995 - September 1998
Morgan Stanley November 1992 - September 1995
Education
Bucknell University 1987 — 1991
BSBA, Finance, Economics
Greenwich High 1984 — 1987
Brunswick
James D. Walsh James D. Walsh's Morgan Stanley Smith Barney Experience January 2011 - June 2011
Job Vice President, Financial Consultant at Santander Investment Services
Industry Financial Services
Experience
Santander Investment 2013 - Present
Merrill Lynch June 2011 - December 2012
Morgan Stanley Smith Barney January 2011 - June 2011
GMAC Commercial Finance May 2005 - April 2010
Bank of America Business Capital February 1995 - May 2005
Fleet Capital 1995 - 2005
Skills
Series 7, Series 66, Life & Health Insurance, Retirement Planning, Estate Planning, Wealth Management, Portfolio Strategy, College Savings Plans, Portfolio Management, Uniform Combined State..., Investments, Asset Allocation, Series 63, Strategic Financial..., Business Development, Financial Services, Mutual Funds, CRM, Asset Management, Banking, Commercial Lending, Loans, Credit, Fixed Income, Financial Advisory, Finance, Relationship Management, Financial Modeling, Investment Advisory, Financial Risk, Commercial Banking, Capital Markets, Mortgage Lending, Equities, Private Equity
Education
Bryant University 1980 — 1984
BS
St. Thomas Aquinas High School
Santander Investment 2013 - Present
Merrill Lynch June 2011 - December 2012
Morgan Stanley Smith Barney January 2011 - June 2011
GMAC Commercial Finance May 2005 - April 2010
Bank of America Business Capital February 1995 - May 2005
Fleet Capital 1995 - 2005
Skills
Series 7, Series 66, Life & Health Insurance, Retirement Planning, Estate Planning, Wealth Management, Portfolio Strategy, College Savings Plans, Portfolio Management, Uniform Combined State..., Investments, Asset Allocation, Series 63, Strategic Financial..., Business Development, Financial Services, Mutual Funds, CRM, Asset Management, Banking, Commercial Lending, Loans, Credit, Fixed Income, Financial Advisory, Finance, Relationship Management, Financial Modeling, Investment Advisory, Financial Risk, Commercial Banking, Capital Markets, Mortgage Lending, Equities, Private Equity
Education
Bryant University 1980 — 1984
BS
St. Thomas Aquinas High School
Joseph Prasad Joseph Prasad's Morgan Stanley Smith Barney Experience September 2011 - Present
Job Corporate Actions/ Gain & Loss at Morgan Stanley Smith Barney
Industry Higher Education
Experience
Morgan Stanley Smith Barney September 2011 - Present
Brigham Young University Hawaii August 2010 - June 2011
Education
Brigham Young University - Hawaii 2008 — 2011
Bachelor of Science, Finance
Brigham Young University - Hawaii
Business Management; FinanceEmphasisJune 2011
Morgan Stanley Smith Barney September 2011 - Present
Brigham Young University Hawaii August 2010 - June 2011
Education
Brigham Young University - Hawaii 2008 — 2011
Bachelor of Science, Finance
Brigham Young University - Hawaii
Business Management; FinanceEmphasisJune 2011
Sean Rhodes Sean Rhodes's Morgan Stanley Smith Barney Experience November 2007 - December 2010
Job President, Rhodes Capital Management LLC
Industry Financial Services
Experience
Rhodes Capital Management January 2012 - Present
CDW February 2012 - June 2012
Century 21 Affiliated May 2011 - January 2012
Morgan Stanley Smith Barney November 2007 - December 2010
Merrill Lynch January 2002 - November 2007
Wachovia Securities Financial Network January 1998 - January 2002
Olde Advisors January 1992 - January 1998
Skills
Asset Allocation, Retirement Planning, Mutual Funds, Portfolio Management, Hedging, Investments, Hedge Funds, Securities Lending, Banking, New Business Development, Securities, Series 7, Real Estate, Options, Mergers, Strategic Financial..., Private Equity, Financial Services
Education
Bradley University
Bachelor of Science degree, Finance
H.D. Jacobs H. S.
Rhodes Capital Management January 2012 - Present
CDW February 2012 - June 2012
Century 21 Affiliated May 2011 - January 2012
Morgan Stanley Smith Barney November 2007 - December 2010
Merrill Lynch January 2002 - November 2007
Wachovia Securities Financial Network January 1998 - January 2002
Olde Advisors January 1992 - January 1998
Skills
Asset Allocation, Retirement Planning, Mutual Funds, Portfolio Management, Hedging, Investments, Hedge Funds, Securities Lending, Banking, New Business Development, Securities, Series 7, Real Estate, Options, Mergers, Strategic Financial..., Private Equity, Financial Services
Education
Bradley University
Bachelor of Science degree, Finance
H.D. Jacobs H. S.
Andrew Weissman, CFP® Andrew Weissman, CFP®'s Morgan Stanley Smith Barney Experience 2009 - 2011
Job Senior Vice President, Financial Planning at RDM Financial Group
Industry Financial Services
Experience
RDM Financial Group May 2012 - Present
Morgan Stanley Private Wealth Management May 2011 - May 2012
Morgan Stanley Smith Barney 2009 - 2011
U.S. Trust 2000 - 2008
US Trust 1986 - 2000
IBM 1979 - 1986
Education
Brooklyn Law School 1981 — 1985
JD
New York University - Leonard N. Stern School of Business 1978 — 1979
MBA
New York University - Leonard N. Stern School of Business 1974 — 1978
BS, Information Systems
RDM Financial Group May 2012 - Present
Morgan Stanley Private Wealth Management May 2011 - May 2012
Morgan Stanley Smith Barney 2009 - 2011
U.S. Trust 2000 - 2008
US Trust 1986 - 2000
IBM 1979 - 1986
Education
Brooklyn Law School 1981 — 1985
JD
New York University - Leonard N. Stern School of Business 1978 — 1979
MBA
New York University - Leonard N. Stern School of Business 1974 — 1978
BS, Information Systems
Kris Hart Kris Hart's Morgan Stanley Smith Barney Experience July 2008 - October 2010
Job CEO at Nextgengolf, Inc
Industry Sports
Experience
Nextgengolf, Inc January 2014 - Present
National Collegiate Club Golf Association January 2013 - Present
The CollegeGolfPass January 2011 - January 2014
Cerulli Associates October 2010 - July 2012
Morgan Stanley Smith Barney July 2008 - October 2010
Morgan Stanley June 2006 - July 2008
Skills
Entrepreneurial Skills, Organizing, Sales Process, Client Retention, Sales Growth, Golf, Personal Finance, Asset Managment, Investments, Entrepreneurship, Alternative Investments, Financial Services, Marketing Strategy, Financial Analysis, Asset Allocation, Relationship Management, Mutual Funds, Finance, Securities, Portfolio Management, Marketing, Customer Retention, Equities, Retirement Planning
Education
Bryant University
Bachelor of Science, Business Administration; Financial Services - Magna Cum Laude
Nextgengolf, Inc January 2014 - Present
National Collegiate Club Golf Association January 2013 - Present
The CollegeGolfPass January 2011 - January 2014
Cerulli Associates October 2010 - July 2012
Morgan Stanley Smith Barney July 2008 - October 2010
Morgan Stanley June 2006 - July 2008
Skills
Entrepreneurial Skills, Organizing, Sales Process, Client Retention, Sales Growth, Golf, Personal Finance, Asset Managment, Investments, Entrepreneurship, Alternative Investments, Financial Services, Marketing Strategy, Financial Analysis, Asset Allocation, Relationship Management, Mutual Funds, Finance, Securities, Portfolio Management, Marketing, Customer Retention, Equities, Retirement Planning
Education
Bryant University
Bachelor of Science, Business Administration; Financial Services - Magna Cum Laude
Josie Edmonds Josie Edmonds's Morgan Stanley Smith Barney Experience April 1994 - January 2012
Job Registered Support Assistant at Ameriprise Financial Services Inc.
Industry Financial Services
Experience
Ameriprise Financial Services Inc. March 2013 - Present
Platinum Broker Transition Services January 2012 - Present
Morgan Stanley Smith Barney April 1994 - January 2012
Morgan Stanley Smith Barney 2003 - 2012
Citi Smith Barney 2003 - 2009
UBS Financial Services January 2001 - January 2003
UBS 2001 - 2003
U.S. Army Reserve 1995 - 2003
Smith Barney January 1994 - January 2001
Skills
Bi-lingual, Series 7, 63, 9 & 10, Series 7, Hiring, Multilingual, Recruiting, Banking, Interviews, Human Resources, Accounts Payable, Payroll, Training, Office Management, Insurance
Education
United States Army Reserve 1994 — 2002
Legal Career Institute
Broward College
Ameriprise Financial Services Inc. March 2013 - Present
Platinum Broker Transition Services January 2012 - Present
Morgan Stanley Smith Barney April 1994 - January 2012
Morgan Stanley Smith Barney 2003 - 2012
Citi Smith Barney 2003 - 2009
UBS Financial Services January 2001 - January 2003
UBS 2001 - 2003
U.S. Army Reserve 1995 - 2003
Smith Barney January 1994 - January 2001
Skills
Bi-lingual, Series 7, 63, 9 & 10, Series 7, Hiring, Multilingual, Recruiting, Banking, Interviews, Human Resources, Accounts Payable, Payroll, Training, Office Management, Insurance
Education
United States Army Reserve 1994 — 2002
Legal Career Institute
Broward College
Hiram Pines Hiram Pines's Morgan Stanley Smith Barney Experience 2007 - 2010
Job Senior Production Artist, Project and Print Production Manager | Writer, Director, Monologuist, Performing Artist
Industry Design
Experience
JohBee January 2013 - Present
SARANKCO: The Design Office of Steven Rank September 2012 - Present
Freelance January 2012 - Present
Self Employed Freelance Work 2010 - Present
Eva Dean Dance March 2011 - August 2014
Siegel+Gale 2011 - 2012
One Kings Lane September 2011 - December 2011
Morgan Stanley Smith Barney 2007 - 2010
Viva and Co. 2001 - 2006
Skills
Creative Direction, Art Direction, Graphic Design, Corporate Identity, Adobe Creative Suite, Typography, Brochures, Logo Design, Graphics, Illustrator, QuarkXPress, Pre-press, Layout, InDesign, Concept Development, Video, Photography, User Interface Design, Packaging, Creative Strategy, Art, Visual Communication, Advertising, Adobe Acrobat, Book Design, Theatre, Coaching, Books, Creativity, Newsletters, Copywriting, Corporate Branding, Image Manipulation, Illustration, Posters, Interaction Design, Mac, Digital Illustration, Brand Development, Direct Mail, User Experience, Web Design, Photoshop, WordPress, Digital Photography, Annual Reports, Teaching
Education
Brown University 1984 — 1988
Bachelor of Arts (B.A.), Semiotics
Brown University
JohBee January 2013 - Present
SARANKCO: The Design Office of Steven Rank September 2012 - Present
Freelance January 2012 - Present
Self Employed Freelance Work 2010 - Present
Eva Dean Dance March 2011 - August 2014
Siegel+Gale 2011 - 2012
One Kings Lane September 2011 - December 2011
Morgan Stanley Smith Barney 2007 - 2010
Viva and Co. 2001 - 2006
Skills
Creative Direction, Art Direction, Graphic Design, Corporate Identity, Adobe Creative Suite, Typography, Brochures, Logo Design, Graphics, Illustrator, QuarkXPress, Pre-press, Layout, InDesign, Concept Development, Video, Photography, User Interface Design, Packaging, Creative Strategy, Art, Visual Communication, Advertising, Adobe Acrobat, Book Design, Theatre, Coaching, Books, Creativity, Newsletters, Copywriting, Corporate Branding, Image Manipulation, Illustration, Posters, Interaction Design, Mac, Digital Illustration, Brand Development, Direct Mail, User Experience, Web Design, Photoshop, WordPress, Digital Photography, Annual Reports, Teaching
Education
Brown University 1984 — 1988
Bachelor of Arts (B.A.), Semiotics
Brown University
Amanda Dunne Amanda Dunne's Morgan Stanley Smith Barney Experience January 2008 - May 2010
Job
Industry Financial Services
Experience
AB April 2013 - Present
AXA Equitable May 2010 - April 2013
Morgan Stanley Smith Barney January 2008 - May 2010
Fidelity Investments August 2007 - October 2007
Skills
Series 7, Series 66, Series 24, Retirement Planning, Asset Allocation, Securities, Investment Advisory, Fixed Income, Retirement, Strategic Financial..., 401k, Municipal Bonds, Investment Strategies, Separately Managed..., 529 Plans, Bonds, Asset Managment, Uniform Combined State...
Education
Bryant University 2003 — 2007
Bachelors of Science, Finance
AB April 2013 - Present
AXA Equitable May 2010 - April 2013
Morgan Stanley Smith Barney January 2008 - May 2010
Fidelity Investments August 2007 - October 2007
Skills
Series 7, Series 66, Series 24, Retirement Planning, Asset Allocation, Securities, Investment Advisory, Fixed Income, Retirement, Strategic Financial..., 401k, Municipal Bonds, Investment Strategies, Separately Managed..., 529 Plans, Bonds, Asset Managment, Uniform Combined State...
Education
Bryant University 2003 — 2007
Bachelors of Science, Finance
Scott Kaufman Scott Kaufman's Morgan Stanley Smith Barney Experience September 2009 - May 2011
Job Client Service Associate at Bridgewater Associates
Industry Investment Management
Experience
Bridgewater Associates February 2013 - Present
Deloitte Consulting August 2011 - February 2013
Morgan Stanley Smith Barney September 2009 - May 2011
Commodity Futures Trading Commission June 2010 - August 2010
Skills
Management Consulting, PowerPoint, Economics, Matlab, Data Analysis, Portfolio Management, Excel, Research, Acquisition Integration, Cost Reduction..., Cost Reduction..., Mergers & Acquisitions, Management
Education
Brown University 2008 — 2011
Sc.B., Applied Math-Economics
New York University
Bridgewater Associates February 2013 - Present
Deloitte Consulting August 2011 - February 2013
Morgan Stanley Smith Barney September 2009 - May 2011
Commodity Futures Trading Commission June 2010 - August 2010
Skills
Management Consulting, PowerPoint, Economics, Matlab, Data Analysis, Portfolio Management, Excel, Research, Acquisition Integration, Cost Reduction..., Cost Reduction..., Mergers & Acquisitions, Management
Education
Brown University 2008 — 2011
Sc.B., Applied Math-Economics
New York University
Catharine Driever, CPA Catharine Driever, CPA's Morgan Stanley Smith Barney Experience July 2012 - Present
Job Private Wealth Sales Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2012 - Present
Morgan Stanley Smith Barney August 2010 - July 2012
Ernst & Young September 2008 - August 2010
Education
New York University, Stern School of Business 2011 — 2014
MBA, Finance
Bucknell University 2004 — 2008
BS, Accounting
Morgan Stanley Smith Barney July 2012 - Present
Morgan Stanley Smith Barney August 2010 - July 2012
Ernst & Young September 2008 - August 2010
Education
New York University, Stern School of Business 2011 — 2014
MBA, Finance
Bucknell University 2004 — 2008
BS, Accounting
Ivan Warner Ivan Warner's Morgan Stanley Smith Barney Experience January 2000 - January 2002
Job Commercial Lender at Bank of American Fork
Industry Banking
Experience
Bank of American Fork March 2006 - Present
Zions Bancorporation January 2004 - January 2006
Approach Systems January 2002 - January 2004
Morgan Stanley Smith Barney January 2000 - January 2002
World Savings January 1999 - January 2000
World Savings January 1993 - January 1997
World Savings January 1991 - January 1993
World Savings January 1989 - January 1991
World Savings January 1987 - January 1989
Skills
Team Building, Team Leadership, Training & Development, Employee Training, Leadership, Banking, Risk Management, Management, Marketing, Strategic Planning
Education
Utah State University 1985 — 1986
MASTERS DEGREE, BUSINESS ADMINISTRATION
Brigham Young University 1978 — 1982
BACHELOR OF ARTS DEGREE, BUSINESS ADMINISTRATION; Finance
Bank of American Fork March 2006 - Present
Zions Bancorporation January 2004 - January 2006
Approach Systems January 2002 - January 2004
Morgan Stanley Smith Barney January 2000 - January 2002
World Savings January 1999 - January 2000
World Savings January 1993 - January 1997
World Savings January 1991 - January 1993
World Savings January 1989 - January 1991
World Savings January 1987 - January 1989
Skills
Team Building, Team Leadership, Training & Development, Employee Training, Leadership, Banking, Risk Management, Management, Marketing, Strategic Planning
Education
Utah State University 1985 — 1986
MASTERS DEGREE, BUSINESS ADMINISTRATION
Brigham Young University 1978 — 1982
BACHELOR OF ARTS DEGREE, BUSINESS ADMINISTRATION; Finance
Johnna Gonzalez Johnna Gonzalez's Morgan Stanley Smith Barney Experience September 2008 - December 2009
Job Performance Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2013 - Present
Fidelity Investments February 2012 - October 2013
Fidelity Investments December 2009 - February 2012
Morgan Stanley Smith Barney September 2008 - December 2009
Fidelity Investments March 2006 - September 2008
Skills
Series 7, Series 66, Insurance, Mutual Funds, Wealth Management, Uniform Combined State..., Asset Allocation, Retirement, Retirement Planning, 401k
Education
Bryant University 2001 — 2005
BA, Marketing
Fidelity Investments October 2013 - Present
Fidelity Investments February 2012 - October 2013
Fidelity Investments December 2009 - February 2012
Morgan Stanley Smith Barney September 2008 - December 2009
Fidelity Investments March 2006 - September 2008
Skills
Series 7, Series 66, Insurance, Mutual Funds, Wealth Management, Uniform Combined State..., Asset Allocation, Retirement, Retirement Planning, 401k
Education
Bryant University 2001 — 2005
BA, Marketing
Joshua Swearingen Joshua Swearingen's Morgan Stanley Smith Barney Experience July 2001 - June 2002
Job Field Sales Consultant at Henry Schein
Industry Medical Devices
Experience
Henry Schein February 2012 - Present
Ortho Organizers Inc., The Henry Schein Dental Specialties Group June 2011 - February 2012
Ortho Organizers Inc., The Henry Schein Dental Specialties Group January 2010 - June 2011
Ortho Organizers Inc., The Henry Schein Dental Specialties Group February 2008 - January 2010
Ortho Organizers, Inc. - The Henry Schein Dental Specialty Group May 2006 - February 2008
Odyssey Press, Inc. June 2002 - June 2006
Morgan Stanley Smith Barney July 2001 - June 2002
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Social Media, Presentations, Sales Management, Group Accounts, Sales Prospecting, Training, Conflict Management, Sales Process, Facebook, Klout, Blogger, YouTube, Outlook, Networking, Business Development, Medical Devices, Selling, Competitive Analysis, Market Development, Sales, Sales Operations, New Business Development, Account Management, Strategy, Capital Equipment, Selling Skills, Trade Shows, Dental Sales, Surgeons, Sales Presentations, Disposables, Product Launch, Management, Surgical Instruments, Medical Sales, Dentistry, Operating Room
Education
Planmeca University 2014 — 2014
Elements of Success CAD/CAM Course, CAD/CAM Design
Bryant University 2011 — 2011
Distance Learning Course, The Art of Critical Decision Making
University of Arizona 2011 — 2011
Distance Learning Course, Conflict Management
Murray Associates Sales Training 2001 — 2002
Sales Training
The Ohio State University 1996 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Henry Schein February 2012 - Present
Ortho Organizers Inc., The Henry Schein Dental Specialties Group June 2011 - February 2012
Ortho Organizers Inc., The Henry Schein Dental Specialties Group January 2010 - June 2011
Ortho Organizers Inc., The Henry Schein Dental Specialties Group February 2008 - January 2010
Ortho Organizers, Inc. - The Henry Schein Dental Specialty Group May 2006 - February 2008
Odyssey Press, Inc. June 2002 - June 2006
Morgan Stanley Smith Barney July 2001 - June 2002
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Social Media, Presentations, Sales Management, Group Accounts, Sales Prospecting, Training, Conflict Management, Sales Process, Facebook, Klout, Blogger, YouTube, Outlook, Networking, Business Development, Medical Devices, Selling, Competitive Analysis, Market Development, Sales, Sales Operations, New Business Development, Account Management, Strategy, Capital Equipment, Selling Skills, Trade Shows, Dental Sales, Surgeons, Sales Presentations, Disposables, Product Launch, Management, Surgical Instruments, Medical Sales, Dentistry, Operating Room
Education
Planmeca University 2014 — 2014
Elements of Success CAD/CAM Course, CAD/CAM Design
Bryant University 2011 — 2011
Distance Learning Course, The Art of Critical Decision Making
University of Arizona 2011 — 2011
Distance Learning Course, Conflict Management
Murray Associates Sales Training 2001 — 2002
Sales Training
The Ohio State University 1996 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Claudia Berman Claudia Berman's Morgan Stanley Smith Barney Experience February 2011 - November 2014
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2014 - Present
Morgan Stanley Smith Barney February 2011 - November 2014
Bank of America Merrill Lynch August 2010 - February 2011
Samek Art Gallery January 2007 - May 2010
Skills
Series 7, Uniform Combined State..., Mutual Funds, Investments, Bonds, Financial Advisory, ETFs, Series 63, Wealth Management, Retirement Planning, Asset Managment, Asset Allocation
Education
Bucknell University 2006 — 2010
B.A, Art History and Economics
New York University in Paris 2008 — 2008
Merrill Lynch November 2014 - Present
Morgan Stanley Smith Barney February 2011 - November 2014
Bank of America Merrill Lynch August 2010 - February 2011
Samek Art Gallery January 2007 - May 2010
Skills
Series 7, Uniform Combined State..., Mutual Funds, Investments, Bonds, Financial Advisory, ETFs, Series 63, Wealth Management, Retirement Planning, Asset Managment, Asset Allocation
Education
Bucknell University 2006 — 2010
B.A, Art History and Economics
New York University in Paris 2008 — 2008
Robert Blinn Robert Blinn's Morgan Stanley Smith Barney Experience 2000 - 2003
Job Founder and Lead Designer at GothamSmith
Industry Financial Services
Experience
GothamSmith 2008 - Present
Pura Vida Investments June 2012 - June 2014
Core77 2007 - January 2012
Portent Technologies September 2006 - May 2009
Morgan Stanley Smith Barney 2000 - 2003
Salomon Brothers 1997 - 2000
Skills
Microsoft Excel, Comps, Analysis, Product Design, Solidworks, Finite Element Analysis, Algor, Ruby on Rails, Python, HTML, Adobe Creative Suite
Education
Pratt Institute 2005 — 2007
M.I.D., Industrial Design
Brown University 1993 — 1997
Bachelor's, Mathematical Economics
GothamSmith 2008 - Present
Pura Vida Investments June 2012 - June 2014
Core77 2007 - January 2012
Portent Technologies September 2006 - May 2009
Morgan Stanley Smith Barney 2000 - 2003
Salomon Brothers 1997 - 2000
Skills
Microsoft Excel, Comps, Analysis, Product Design, Solidworks, Finite Element Analysis, Algor, Ruby on Rails, Python, HTML, Adobe Creative Suite
Education
Pratt Institute 2005 — 2007
M.I.D., Industrial Design
Brown University 1993 — 1997
Bachelor's, Mathematical Economics
Chris Rimpel Chris Rimpel's Morgan Stanley Smith Barney Experience June 2011 - November 2011
Job Assistant Dean for Graduate Programs, Carroll School of Management
Industry Financial Services
Experience
Boston College February 2014 - Present
District Management Council November 2011 - January 2014
Morgan Stanley Smith Barney June 2011 - November 2011
FTI Consulting (Formerly PricewaterhouseCoopers) January 2002 - April 2010
LinkShare Corporation January 2000 - January 2002
Raymond James September 1998 - January 2000
Bankers Trust July 1993 - June 1996
Skills
Financial Modeling, Financial Analysis, Due Diligence, Portfolio Management, Mergers, Finance, Strategy, Risk Management, Competitive Analysis, Start-ups, Private Equity, CRM, Business Development, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA, Finance, Management & Strategy, and Organizational Behaviour
Bucknell University 1989 — 1993
BA, Economics and History
CAMBRIDGE UNIVERSITY (Institute
Economics and Political Science
Buckingham Browne & Nichols 1985 — 1989
High School
Fenn School
Boston College February 2014 - Present
District Management Council November 2011 - January 2014
Morgan Stanley Smith Barney June 2011 - November 2011
FTI Consulting (Formerly PricewaterhouseCoopers) January 2002 - April 2010
LinkShare Corporation January 2000 - January 2002
Raymond James September 1998 - January 2000
Bankers Trust July 1993 - June 1996
Skills
Financial Modeling, Financial Analysis, Due Diligence, Portfolio Management, Mergers, Finance, Strategy, Risk Management, Competitive Analysis, Start-ups, Private Equity, CRM, Business Development, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA, Finance, Management & Strategy, and Organizational Behaviour
Bucknell University 1989 — 1993
BA, Economics and History
CAMBRIDGE UNIVERSITY (Institute
Economics and Political Science
Buckingham Browne & Nichols 1985 — 1989
High School
Fenn School
Alecia M. Wojcik, LUTCF, ACS Alecia M. Wojcik, LUTCF, ACS's Morgan Stanley Smith Barney Experience 1990 - 1992
Job Office Manager at Diversified Capital Management, LLC
Industry Financial Services
Experience
Diversified Capital Management November 2004 - Present
Assurant 1997 - 2004
Mutual of Omaha 1994 - 1997
Merrill Lynch 1992 - 1994
Morgan Stanley Smith Barney 1990 - 1992
Skills
Insurance, Disability Insurance, Life Insurance, Employee Benefits, Long-term Care, Training, Small Business, Financial Analysis, Mutual Funds, Financial Services, Investments
Education
Bryant & Stratton College 1986 — 1988
Executive Secretarial
C.W. Baker High School 1983 — 1986
Diploma, Spanish and typing
Mohawk Valley Community College
Humanities
Onondaga Community College
Human Services
Diversified Capital Management November 2004 - Present
Assurant 1997 - 2004
Mutual of Omaha 1994 - 1997
Merrill Lynch 1992 - 1994
Morgan Stanley Smith Barney 1990 - 1992
Skills
Insurance, Disability Insurance, Life Insurance, Employee Benefits, Long-term Care, Training, Small Business, Financial Analysis, Mutual Funds, Financial Services, Investments
Education
Bryant & Stratton College 1986 — 1988
Executive Secretarial
C.W. Baker High School 1983 — 1986
Diploma, Spanish and typing
Mohawk Valley Community College
Humanities
Onondaga Community College
Human Services
John Hakes John Hakes's Morgan Stanley Smith Barney Experience May 2009 - November 2009
Job Digital/Multimedia Consultant at Hearst
Industry Public Relations and Communications
Experience
Hearst October 2010 - Present
United States Department of Commerce/Census Bureau April 2010 - Present
Buffalo Spree October 2009 - Present
The Buffalo News November 2008 - Present
Morgan Stanley Smith Barney May 2009 - November 2009
Citi Smith Barney May 2008 - June 2009
Coleman Communications Corporation February 2001 - April 2008
Education
State University of New York College at Buffalo 1996 — 1998
Bachelor's, Journalism, Rhetorical Criticism
Broome Community College 1994 — 1996
Associates, Liberal Arts
Schiller International University 1995 — 1995
none, Liberal Arts
Hearst October 2010 - Present
United States Department of Commerce/Census Bureau April 2010 - Present
Buffalo Spree October 2009 - Present
The Buffalo News November 2008 - Present
Morgan Stanley Smith Barney May 2009 - November 2009
Citi Smith Barney May 2008 - June 2009
Coleman Communications Corporation February 2001 - April 2008
Education
State University of New York College at Buffalo 1996 — 1998
Bachelor's, Journalism, Rhetorical Criticism
Broome Community College 1994 — 1996
Associates, Liberal Arts
Schiller International University 1995 — 1995
none, Liberal Arts
Brandon Poyfair's Morgan Stanley Smith Barney Experience May 2006 - July 2006
Job Product Manager, Mobile at Adobe
Industry Computer Software
Experience
Adobe February 2015 - Present
Adobe April 2014 - February 2015
Adobe June 2013 - April 2014
Domo, Inc. November 2012 - May 2013
Procter & Gamble May 2012 - August 2012
Texas Wasatch Group June 2009 - April 2011
Texas Wasatch Group June 2007 - June 2009
Morgan Stanley Smith Barney May 2006 - July 2006
Skills
Product Management, Product Design, Software, Brand Awareness, Customer Engagement, Competitive Analysis, Program Management, Business Strategy, Analysis, Marketing Research, Financial Analysis, Analytics, Brand Management, Microsoft Excel, Digital Marketing, Sales, Project Management, Time Management, Market Research, Business Intelligence, Product Marketing, Cross-functional Team..., Management, CRM, Data Analysis, Marketing Strategy, Marketing, Strategy, Customer Insight, Social Media Marketing, Segmentation, Entrepreneurship, Leadership, Strategic Planning, Cloud Computing, Microsoft Office
Education
Brigham Young University 2011 — 2013
Master of Business Administration (MBA), Marketing & Strategy
Brigham Young University 2001 — 2007
Bachelor of Science, Business Management - Corporate Finance emphasis
Adobe February 2015 - Present
Adobe April 2014 - February 2015
Adobe June 2013 - April 2014
Domo, Inc. November 2012 - May 2013
Procter & Gamble May 2012 - August 2012
Texas Wasatch Group June 2009 - April 2011
Texas Wasatch Group June 2007 - June 2009
Morgan Stanley Smith Barney May 2006 - July 2006
Skills
Product Management, Product Design, Software, Brand Awareness, Customer Engagement, Competitive Analysis, Program Management, Business Strategy, Analysis, Marketing Research, Financial Analysis, Analytics, Brand Management, Microsoft Excel, Digital Marketing, Sales, Project Management, Time Management, Market Research, Business Intelligence, Product Marketing, Cross-functional Team..., Management, CRM, Data Analysis, Marketing Strategy, Marketing, Strategy, Customer Insight, Social Media Marketing, Segmentation, Entrepreneurship, Leadership, Strategic Planning, Cloud Computing, Microsoft Office
Education
Brigham Young University 2011 — 2013
Master of Business Administration (MBA), Marketing & Strategy
Brigham Young University 2001 — 2007
Bachelor of Science, Business Management - Corporate Finance emphasis
Scott Levine, MBA Scott Levine, MBA's Morgan Stanley Smith Barney Experience 1997 - 2000
Job Manager Advisory Services at KPMG US
Industry Financial Services
Experience
KPMG US July 2015 - Present
Barclays Capital March 2012 - July 2015
Goldman Sachs September 2000 - October 2011
Morgan Stanley Smith Barney 1997 - 2000
Skills
Business Process..., Creative Problem Solving, Operational Risk..., Internal Controls, New System Development, Risk Management, Process Improvement, Root Cause Analysis, Fixed Income, Equities, Settlement, Operational Risk, Risk, Settlements, Securities, Series 7, Business Continuity, Risk Assessment, Process Engineering, Middle Office, Business Analysis, MBA, Financial Services
Education
Fordham University - Graduate School of Business Administration 2006 — 2009
MBA, Accounting, Finance
Bryant University 1993 — 1997
BSBA, Finance, CIS
Islip High School 1989 — 1993
KPMG US July 2015 - Present
Barclays Capital March 2012 - July 2015
Goldman Sachs September 2000 - October 2011
Morgan Stanley Smith Barney 1997 - 2000
Skills
Business Process..., Creative Problem Solving, Operational Risk..., Internal Controls, New System Development, Risk Management, Process Improvement, Root Cause Analysis, Fixed Income, Equities, Settlement, Operational Risk, Risk, Settlements, Securities, Series 7, Business Continuity, Risk Assessment, Process Engineering, Middle Office, Business Analysis, MBA, Financial Services
Education
Fordham University - Graduate School of Business Administration 2006 — 2009
MBA, Accounting, Finance
Bryant University 1993 — 1997
BSBA, Finance, CIS
Islip High School 1989 — 1993
Kaitlyn Sawyer's Morgan Stanley Smith Barney Experience 2009 - September 2013
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2013 - Present
Morgan Stanley Smith Barney 2009 - September 2013
Bryant University 2008 - 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Financial Analysis, Microsoft Word, Time Management, Social Media, Market Research, Public Speaking, Social Networking, Teamwork, Customer Service, Leadership
Education
Bryant University 2012 — 2013
Master of Business Administration (M.B.A.)
Bryant University 2008 — 2012
Bachelor of Science (B.S.), Finance and Marketing
Lasalle Academy 2004 — 2008
Fidelity Investments September 2013 - Present
Morgan Stanley Smith Barney 2009 - September 2013
Bryant University 2008 - 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Financial Analysis, Microsoft Word, Time Management, Social Media, Market Research, Public Speaking, Social Networking, Teamwork, Customer Service, Leadership
Education
Bryant University 2012 — 2013
Master of Business Administration (M.B.A.)
Bryant University 2008 — 2012
Bachelor of Science (B.S.), Finance and Marketing
Lasalle Academy 2004 — 2008
Slade Capasso Slade Capasso's Morgan Stanley Smith Barney Experience May 2011 - August 2011
Job Project Manager at McKinsey & Co.
Industry Computer Hardware
Experience
McKinsey & Company June 2013 - Present
Bucknell University December 2011 - May 2013
Ariba June 2012 - August 2012
Trilogy Capital July 2011 - August 2011
Morgan Stanley Smith Barney May 2011 - August 2011
Land-Tech Consultants, Inc May 2010 - August 2011
Tamarack Country Club June 2006 - August 2010
Village of Tuckahoe May 2009 - June 2009
Skills
Research, Windows, Mac OS, iOS, Rational Team Concert, MS Project, Scrum, Microsoft Word, Microsoft Office, Microsoft Excel, Outlook, Matlab, Java, Spanish, Statistics, Event Management, Photoshop, Teamwork, HTML, Customer Service, C++, Programming, Analysis, Public Speaking, SPSS, Business Analysis, CSS, JavaScript, d3.js, jQuery, Leadership
Education
Bucknell University 2009 — 2013
BS, BA, Computer Science and Engineering, Management
Fordham University 2011 — 2011
Summer Classes
McKinsey & Company June 2013 - Present
Bucknell University December 2011 - May 2013
Ariba June 2012 - August 2012
Trilogy Capital July 2011 - August 2011
Morgan Stanley Smith Barney May 2011 - August 2011
Land-Tech Consultants, Inc May 2010 - August 2011
Tamarack Country Club June 2006 - August 2010
Village of Tuckahoe May 2009 - June 2009
Skills
Research, Windows, Mac OS, iOS, Rational Team Concert, MS Project, Scrum, Microsoft Word, Microsoft Office, Microsoft Excel, Outlook, Matlab, Java, Spanish, Statistics, Event Management, Photoshop, Teamwork, HTML, Customer Service, C++, Programming, Analysis, Public Speaking, SPSS, Business Analysis, CSS, JavaScript, d3.js, jQuery, Leadership
Education
Bucknell University 2009 — 2013
BS, BA, Computer Science and Engineering, Management
Fordham University 2011 — 2011
Summer Classes
Stephen Bernhardt Stephen Bernhardt's Morgan Stanley Smith Barney Experience 1988 - 1994
Job Portfolio Manager at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments July 2003 - Present
AAM 2001 - 2002
Prudential Securities 1994 - 2000
Morgan Stanley Smith Barney 1988 - 1994
Dean Witter Reynolds 1984 - 1988
Skills
Fixed Income, Portfolio Management, Capital Markets, MBS, Bonds, Trading, Investments, Bloomberg, Asset Managment, Financial Modeling, Structured Products, Hedge Funds, Securities, Investment Banking, Asset Allocation, Equities, Alternative Investments, ABS, Structured Finance, Credit Derivatives
Education
Brown University 1980 — 1984
BA, Economics
Dedham High School 1976 — 1980
Pioneer Investments July 2003 - Present
AAM 2001 - 2002
Prudential Securities 1994 - 2000
Morgan Stanley Smith Barney 1988 - 1994
Dean Witter Reynolds 1984 - 1988
Skills
Fixed Income, Portfolio Management, Capital Markets, MBS, Bonds, Trading, Investments, Bloomberg, Asset Managment, Financial Modeling, Structured Products, Hedge Funds, Securities, Investment Banking, Asset Allocation, Equities, Alternative Investments, ABS, Structured Finance, Credit Derivatives
Education
Brown University 1980 — 1984
BA, Economics
Dedham High School 1976 — 1980
Beka Doolittle's Morgan Stanley Smith Barney Experience December 2004 - August 2006
Job Owner, Thepinkstore.com (The Pink Store LLC)
Industry Retail
Experience
The Pink Store January 2007 - Present
First National Bank August 2006 - October 2008
Morgan Stanley Smith Barney December 2004 - August 2006
American National Bank December 2000 - November 2003
YMCA January 1997 - April 2000
Area Education Agency 13 July 1997 - May 1999
Skills
Entrepreneurship, Coaching, Team Building, Customer Service, Event Management, Loans, Investments, Budgets, E-commerce, Public Speaking, Program Management, Marketing, Small Business, Leadership, Retail, Sales, Networking, Strategic Planning, Sales Management, Public Relations, Marketing Strategy, Social Media, Management, New Business Development, Finance, Negotiation, B2B, Business Development, Social Networking, Contract Negotiation, Social Media Marketing
Education
Buena Vista University
B.A, Finance
The Pink Store January 2007 - Present
First National Bank August 2006 - October 2008
Morgan Stanley Smith Barney December 2004 - August 2006
American National Bank December 2000 - November 2003
YMCA January 1997 - April 2000
Area Education Agency 13 July 1997 - May 1999
Skills
Entrepreneurship, Coaching, Team Building, Customer Service, Event Management, Loans, Investments, Budgets, E-commerce, Public Speaking, Program Management, Marketing, Small Business, Leadership, Retail, Sales, Networking, Strategic Planning, Sales Management, Public Relations, Marketing Strategy, Social Media, Management, New Business Development, Finance, Negotiation, B2B, Business Development, Social Networking, Contract Negotiation, Social Media Marketing
Education
Buena Vista University
B.A, Finance
Chelsey Bowman Chelsey Bowman's Morgan Stanley Smith Barney Experience May 2010 - August 2011
Job Business Systems Analyst at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance October 2014 - Present
Liberty Mutual Insurance March 2014 - September 2014
Liberty Mutual Insurance March 2013 - March 2014
Liberty Mutual Insurance June 2012 - March 2013
Nordstrom May 2011 - December 2011
Morgan Stanley Smith Barney May 2010 - August 2011
Skills
PowerPoint, Excel, Word, Outlook, Customer Service, SPSS, Minitab, Microsoft Office, Retail, Facebook, Spreadsheets, Social Networking, Microsoft Excel, Analysis, Microsoft Word, Insurance
Education
Bryant University 2008 — 2012
Bachelors Degree of Science, Business Administration; Finance; Mathematics, Psychology
North Andover High School 2004 — 2008
High School
Liberty Mutual Insurance October 2014 - Present
Liberty Mutual Insurance March 2014 - September 2014
Liberty Mutual Insurance March 2013 - March 2014
Liberty Mutual Insurance June 2012 - March 2013
Nordstrom May 2011 - December 2011
Morgan Stanley Smith Barney May 2010 - August 2011
Skills
PowerPoint, Excel, Word, Outlook, Customer Service, SPSS, Minitab, Microsoft Office, Retail, Facebook, Spreadsheets, Social Networking, Microsoft Excel, Analysis, Microsoft Word, Insurance
Education
Bryant University 2008 — 2012
Bachelors Degree of Science, Business Administration; Finance; Mathematics, Psychology
North Andover High School 2004 — 2008
High School
Luke Leger Luke Leger's Morgan Stanley Smith Barney Experience March 2010 - August 2010
Job MidMarket Territory Manager at EMC
Industry Information Technology and Services
Experience
EMC July 2014 - Present
EMC South Central Texas February 2012 - July 2014
EMC June 2011 - February 2012
Morgan Stanley Smith Barney March 2010 - August 2010
Supporting Strategies September 2009 - March 2010
Skills
Salesforce.com, Cold Calling, Sales Process, Solution Selling, Sales, Revenue Forecasting, Financial Analysis, Leadership, Team Leadership, Partner Management, Demand Generation, SaaS, Management, Cloud Computing, Direct Sales, Enterprise Software, Lead Generation, Professional Services, Channel Partners, Storage, Software Industry, Selling, Account Management, Inside Sales, Deduplication
Education
Bryant University 2007 — 2011
Bachelor's degree in business administration, Financial Services
EMC July 2014 - Present
EMC South Central Texas February 2012 - July 2014
EMC June 2011 - February 2012
Morgan Stanley Smith Barney March 2010 - August 2010
Supporting Strategies September 2009 - March 2010
Skills
Salesforce.com, Cold Calling, Sales Process, Solution Selling, Sales, Revenue Forecasting, Financial Analysis, Leadership, Team Leadership, Partner Management, Demand Generation, SaaS, Management, Cloud Computing, Direct Sales, Enterprise Software, Lead Generation, Professional Services, Channel Partners, Storage, Software Industry, Selling, Account Management, Inside Sales, Deduplication
Education
Bryant University 2007 — 2011
Bachelor's degree in business administration, Financial Services
Suh Walker Suh Walker's Morgan Stanley Smith Barney Experience September 2008 - May 2010
Job Accomplished executive assistant offering 15 years administrative experience reporting to CEO's and other top executives
Industry Computer & Network Security
Experience
IDT911 March 2011 - June 2015
Morgan Stanley Smith Barney September 2008 - May 2010
Precision AirConvey Corporation January 2005 - August 2008
Skills
Microsoft Office, Process Improvement, Customer Service, Insurance, Sales, Risk Management, Team Building, Business Analysis, Management, Strategy
Education
Bramson ORT College 1998 — 2000
Associates, Accounting
IDT911 March 2011 - June 2015
Morgan Stanley Smith Barney September 2008 - May 2010
Precision AirConvey Corporation January 2005 - August 2008
Skills
Microsoft Office, Process Improvement, Customer Service, Insurance, Sales, Risk Management, Team Building, Business Analysis, Management, Strategy
Education
Bramson ORT College 1998 — 2000
Associates, Accounting
Alex Aponte Alex Aponte's Morgan Stanley Smith Barney Experience August 2010 - December 2011
Job Infrastructure Project Manager @Morgan Stanley
Industry Telecommunications
Experience
Morgan Stanley March 2014 - Present
Morgan Stanley Smith Barney August 2010 - December 2011
Skills
Bilingual, News Writing, Media, Microsoft Excel, Microsoft Office, Accounts Payable, Basketball
Education
Kean University 2010 — 2012
Bachelor's degree, Communication and Media Studies
Brookdale Community College
Associate of Arts (A.A.), Communication and Media Studies
Morgan Stanley March 2014 - Present
Morgan Stanley Smith Barney August 2010 - December 2011
Skills
Bilingual, News Writing, Media, Microsoft Excel, Microsoft Office, Accounts Payable, Basketball
Education
Kean University 2010 — 2012
Bachelor's degree, Communication and Media Studies
Brookdale Community College
Associate of Arts (A.A.), Communication and Media Studies
Justin Meier Justin Meier's Morgan Stanley Smith Barney Experience October 2010 - August 2011
Job Meier's Pharmacy
Industry Pharmaceuticals
Experience
Meier's Pharmacy January 2012 - Present
Morgan Stanley Smith Barney October 2010 - August 2011
Education
Brigham Young University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Meier's Pharmacy January 2012 - Present
Morgan Stanley Smith Barney October 2010 - August 2011
Education
Brigham Young University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Kevin Cassidy McNee's Morgan Stanley Smith Barney Experience September 2008 - May 2009
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors November 2014 - Present
deVere USA Inc. May 2012 - September 2014
Unicredit March 2011 - December 2011
Network 1 Financial Securities June 2009 - March 2010
Morgan Stanley Smith Barney September 2008 - May 2009
Baseball Austria February 2008 - October 2008
Skills
Portfolio Management, Asset Allocation, Retirement Plan..., Asset Protection, Insurance Planning, Growth Strategies, Income Replacement..., Estate Planning, Gifting Strategies, Client Services, Asset Management, Expatriate Management, Manager Selection, Financial Services, Wealth Management, Financial Analysis, Consulting, Money Management, Cash Flow
Education
Georgetown University - The McDonough School of Business
Brookdale Community College
Florida Atlantic University
Christian Brothers Academy
AXA Advisors November 2014 - Present
deVere USA Inc. May 2012 - September 2014
Unicredit March 2011 - December 2011
Network 1 Financial Securities June 2009 - March 2010
Morgan Stanley Smith Barney September 2008 - May 2009
Baseball Austria February 2008 - October 2008
Skills
Portfolio Management, Asset Allocation, Retirement Plan..., Asset Protection, Insurance Planning, Growth Strategies, Income Replacement..., Estate Planning, Gifting Strategies, Client Services, Asset Management, Expatriate Management, Manager Selection, Financial Services, Wealth Management, Financial Analysis, Consulting, Money Management, Cash Flow
Education
Georgetown University - The McDonough School of Business
Brookdale Community College
Florida Atlantic University
Christian Brothers Academy
Janeen Thompson's Morgan Stanley Smith Barney Experience February 2009 - March 2010
Job Senior Curriculum Designer at Discover Financial Services
Industry Information Technology and Services
Experience
Discover Financial Services September 2011 - Present
American Express October 2005 - September 2011
Microsoft September 2007 - June 2010
Morgan Stanley Smith Barney February 2009 - March 2010
EMC 2000 - 2004
Legato Systems Inc. 2000 - 2004
ModusLink October 1997 - April 2000
WICAT SYSTEMS / JOSTENS 1986 - 1995
WICAT 1986 - 1995
Wicat Systems / Jostens Learning 1986 - 1994
Skills
Adobe Framemaker, Adobe Captivate, Adobe Creative Suite, Captivate, Training, FrameMaker, E-Learning, Instructor-led Training, Articulate Studio, Adobe Presenter, Dreamweaver, Adobe Fireworks, Instructional Design, Blended Learning, Needs Analysis, Learning Management..., ADDIE, Analysis, Consulting, Curriculum Design, E-commerce, Employee Training, Flash
Education
Brigham Young University 1981 — 1982
Discover Financial Services September 2011 - Present
American Express October 2005 - September 2011
Microsoft September 2007 - June 2010
Morgan Stanley Smith Barney February 2009 - March 2010
EMC 2000 - 2004
Legato Systems Inc. 2000 - 2004
ModusLink October 1997 - April 2000
WICAT SYSTEMS / JOSTENS 1986 - 1995
WICAT 1986 - 1995
Wicat Systems / Jostens Learning 1986 - 1994
Skills
Adobe Framemaker, Adobe Captivate, Adobe Creative Suite, Captivate, Training, FrameMaker, E-Learning, Instructor-led Training, Articulate Studio, Adobe Presenter, Dreamweaver, Adobe Fireworks, Instructional Design, Blended Learning, Needs Analysis, Learning Management..., ADDIE, Analysis, Consulting, Curriculum Design, E-commerce, Employee Training, Flash
Education
Brigham Young University 1981 — 1982
Kevin R. Doherty Kevin R. Doherty's Morgan Stanley Smith Barney Experience May 2004 - August 2006
Job Attorney at Blank Rome LLP
Industry Law Practice
Experience
Blank Rome LLP January 2010 - Present
Robertson, Freilich, Bruno & Cohen, LLC May 2007 - January 2010
Superior Court of New Jersey May 2006 - August 2006
Morgan Stanley Smith Barney May 2004 - August 2006
Nantucket Golf Club May 2005 - August 2005
Skills
Commercial Litigation, Litigation, Legal Research, Business Litigation, Environmental Law, Corporate Law, Litigation Support, Civil Litigation, Dispute Resolution, Appeals, Intellectual Property, Corporations, Legal Writing, Environmental Litigation, Trademarks, Arbitration, Courts, Corporate Litigation, Shale Oil & Gas..., Legal Assistance, Trials
Education
Seton Hall University School of Law 2005 — 2008
J.D., Law
Bucknell University 2001 — 2005
B.A., Economics & Political Science
West Morris Mendham High School
TASIS The American School in England
Blank Rome LLP January 2010 - Present
Robertson, Freilich, Bruno & Cohen, LLC May 2007 - January 2010
Superior Court of New Jersey May 2006 - August 2006
Morgan Stanley Smith Barney May 2004 - August 2006
Nantucket Golf Club May 2005 - August 2005
Skills
Commercial Litigation, Litigation, Legal Research, Business Litigation, Environmental Law, Corporate Law, Litigation Support, Civil Litigation, Dispute Resolution, Appeals, Intellectual Property, Corporations, Legal Writing, Environmental Litigation, Trademarks, Arbitration, Courts, Corporate Litigation, Shale Oil & Gas..., Legal Assistance, Trials
Education
Seton Hall University School of Law 2005 — 2008
J.D., Law
Bucknell University 2001 — 2005
B.A., Economics & Political Science
West Morris Mendham High School
TASIS The American School in England
Brandon Bledsoe's Morgan Stanley Smith Barney Experience May 2012 - August 2012
Job Consultant at GPG Advisers
Industry Commercial Real Estate
Experience
GPG Advisers May 2015 - Present
GPG Advisers August 2012 - May 2015
Morgan Stanley Smith Barney May 2012 - August 2012
Strategic Property Associates May 2012 - July 2012
Skills
Portfolio Management, Accounts Payable, Financial Analysis, Accounts Receivable, ASC: Argus Enterprise, Tridium Niagara AX..., Finance, PowerPoint, Microsoft Excel
Education
Brigham Young University 2009 — 2013
GPG Advisers May 2015 - Present
GPG Advisers August 2012 - May 2015
Morgan Stanley Smith Barney May 2012 - August 2012
Strategic Property Associates May 2012 - July 2012
Skills
Portfolio Management, Accounts Payable, Financial Analysis, Accounts Receivable, ASC: Argus Enterprise, Tridium Niagara AX..., Finance, PowerPoint, Microsoft Excel
Education
Brigham Young University 2009 — 2013
Frank Donnelly Frank Donnelly's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Project Accountant at Jacobs Engineering
Industry Financial Services
Experience
Jacobs January 2014 - Present
C.S.I. Group LLP December 2012 - September 2013
First Investors June 2012 - December 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Spring Lake Golf Course May 2008 - August 2011
Skills
Series 63, Mutual Funds, IRAs, Retirement Planning, Series 6
Education
Muhlenberg College 2010 — 2012
Bachelor of Arts (B.A.), Accounting and Finance
Brookdale Community College
Business
Jacobs January 2014 - Present
C.S.I. Group LLP December 2012 - September 2013
First Investors June 2012 - December 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Spring Lake Golf Course May 2008 - August 2011
Skills
Series 63, Mutual Funds, IRAs, Retirement Planning, Series 6
Education
Muhlenberg College 2010 — 2012
Bachelor of Arts (B.A.), Accounting and Finance
Brookdale Community College
Business
Alex Perlin Alex Perlin's Morgan Stanley Smith Barney Experience 2006 - 2008
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2014 - Present
Greens Farms Academy August 2011 - January 2012
Morgan Stanley Smith Barney 2006 - 2008
Multex.com 2000 - 2003
Skills
Series 7, Alternative Investments, Investments, Hedge Funds, Strategic Financial..., Asset Allocation, Series 63, Capital Markets, Finance, Financial Modeling, Investment Strategies, Portfolio Management
Education
Brown University 1995 — 1999
BA, Art History
Darien High School
Merrill Lynch September 2014 - Present
Greens Farms Academy August 2011 - January 2012
Morgan Stanley Smith Barney 2006 - 2008
Multex.com 2000 - 2003
Skills
Series 7, Alternative Investments, Investments, Hedge Funds, Strategic Financial..., Asset Allocation, Series 63, Capital Markets, Finance, Financial Modeling, Investment Strategies, Portfolio Management
Education
Brown University 1995 — 1999
BA, Art History
Darien High School
Brandon Capaccio Brandon Capaccio's Morgan Stanley Smith Barney Experience May 2010 - August 2011
Job Sr Training Specialist at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
Independent September 2011 - Present
J.P. Morgan April 2013 - April 2014
Morgan Stanley Smith Barney May 2010 - August 2011
Capaccio Brothers January 2002 - December 2009
Skills
Technical Analysis, Trading, Trading Strategies, Stock Picking, Sector Analysis, Price Forecasting, Day Trading, Momentum Trading, S&P, Value Investing, Special Situations..., Equity Research, Industry Research, Best Execution, US Equities, Equity Indices, Metastock, Trading Psychology, Money Management, Analysis, Finance, Risk Management, Investments, Strategy, Series 7, Leadership, Portfolio Management, Equities, Customer Service, Financial Services
Education
Bradley University 1997 — 2001
BS, Marketing
lake Zurich High School
J.P. Morgan May 2014 - Present
Independent September 2011 - Present
J.P. Morgan April 2013 - April 2014
Morgan Stanley Smith Barney May 2010 - August 2011
Capaccio Brothers January 2002 - December 2009
Skills
Technical Analysis, Trading, Trading Strategies, Stock Picking, Sector Analysis, Price Forecasting, Day Trading, Momentum Trading, S&P, Value Investing, Special Situations..., Equity Research, Industry Research, Best Execution, US Equities, Equity Indices, Metastock, Trading Psychology, Money Management, Analysis, Finance, Risk Management, Investments, Strategy, Series 7, Leadership, Portfolio Management, Equities, Customer Service, Financial Services
Education
Bradley University 1997 — 2001
BS, Marketing
lake Zurich High School
Jeff Church, CRPC® Jeff Church, CRPC®'s Morgan Stanley Smith Barney Experience July 2006 - March 2011
Job Financial Advisor with Luvo Wealth Advisors, a private wealth advisory practice of Ameriprise Financial
Industry Financial Services
Experience
BENNETT & ASSOCIATES, An Ameriprise Private Wealth Advisory Practice April 2012 - Present
KMS Financial Services, Inc., Todd Stabler and Associates March 2011 - April 2012
Morgan Stanley Smith Barney July 2006 - March 2011
Education
Brigham Young University - Idaho 2003 — 2006
Business Finance, Economics and Information Systems
BENNETT & ASSOCIATES, An Ameriprise Private Wealth Advisory Practice April 2012 - Present
KMS Financial Services, Inc., Todd Stabler and Associates March 2011 - April 2012
Morgan Stanley Smith Barney July 2006 - March 2011
Education
Brigham Young University - Idaho 2003 — 2006
Business Finance, Economics and Information Systems
Dana Fetner Banks Dana Fetner Banks's Morgan Stanley Smith Barney Experience April 2009 - November 2010
Job Associate, PWM Compliance at Goldman Sachs
Industry Law Practice
Experience
Goldman, Sachs & Co. June 2014 - Present
E*TRADE Financial Corporation May 2014 - June 2014
E*TRADE Financial Corporation November 2010 - May 2014
Morgan Stanley Smith Barney April 2009 - November 2010
Feldman Weinstein & Smith LLP 2008 - 2009
Brown Brothers Harriman January 2008 - May 2008
DTCC June 2006 - May 2008
New-York Historical Society May 2004 - August 2005
Brandeis University January 2003 - May 2003
Skills
Regulatory Analysis, Enterprise Risk..., Compliance, Due Diligence, Regulatory Submissions, Securities, Corporate Law, AML, FINRA, Financial Risk, KYC, Alternative Investments, Securities Regulation, Financial Regulation, Private Placements, Finance, Trading, Corporate Governance, Legal Compliance, SOX Compliancy, SEC filings, Financial Services, Sarbanes-Oxley, Regulatory Documentation, Stock Market, Anti Money Laundering
Education
Brooklyn Law School 2005 — 2008
Juris Doctor, Law
Brandeis University 2001 — 2005
Bachelor's, History
Midwood 1997 — 2001
Goldman, Sachs & Co. June 2014 - Present
E*TRADE Financial Corporation May 2014 - June 2014
E*TRADE Financial Corporation November 2010 - May 2014
Morgan Stanley Smith Barney April 2009 - November 2010
Feldman Weinstein & Smith LLP 2008 - 2009
Brown Brothers Harriman January 2008 - May 2008
DTCC June 2006 - May 2008
New-York Historical Society May 2004 - August 2005
Brandeis University January 2003 - May 2003
Skills
Regulatory Analysis, Enterprise Risk..., Compliance, Due Diligence, Regulatory Submissions, Securities, Corporate Law, AML, FINRA, Financial Risk, KYC, Alternative Investments, Securities Regulation, Financial Regulation, Private Placements, Finance, Trading, Corporate Governance, Legal Compliance, SOX Compliancy, SEC filings, Financial Services, Sarbanes-Oxley, Regulatory Documentation, Stock Market, Anti Money Laundering
Education
Brooklyn Law School 2005 — 2008
Juris Doctor, Law
Brandeis University 2001 — 2005
Bachelor's, History
Midwood 1997 — 2001
James M Bolognese James M Bolognese's Morgan Stanley Smith Barney Experience September 2008 - January 2009
Job Business Operations Manager, Extensions at Avenues: The World School
Industry Financial Services
Experience
Avenues: The World School January 2015 - Present
Presti & Naegele May 2012 - December 2014
New York City Law Department January 2012 - April 2012
SKIP of NY February 2011 - August 2011
Richard & Vinnie's Meat Market June 2005 - August 2011
Kings County District Attorneys Office June 2009 - August 2009
Morgan Stanley Smith Barney September 2008 - January 2009
Bank of America August 2007 - May 2008
Skills
QuickBooks, Financial Reporting, US GAAP, Accounting, Tax Preparation, General Ledger, Financial Analysis, Financial Accounting, Corporate Tax, Credit, Banking, Tax, GAAP, Auditing, Finance, Tax Accounting, Income Tax, Tax Returns, Partnership Taxation, Tax Research, ProSystem fx Tax, Bookkeeping, Payroll, Accounts Payable, Microsoft Office, Accounts Receivable, Microsoft Excel, Financial Statements
Education
St. John's University 2015 — 2017
Master's Degree, Accounting
Brooklyn Law School 2011 — 2012
Fordham University 2005 — 2009
BS, Finance
Avenues: The World School January 2015 - Present
Presti & Naegele May 2012 - December 2014
New York City Law Department January 2012 - April 2012
SKIP of NY February 2011 - August 2011
Richard & Vinnie's Meat Market June 2005 - August 2011
Kings County District Attorneys Office June 2009 - August 2009
Morgan Stanley Smith Barney September 2008 - January 2009
Bank of America August 2007 - May 2008
Skills
QuickBooks, Financial Reporting, US GAAP, Accounting, Tax Preparation, General Ledger, Financial Analysis, Financial Accounting, Corporate Tax, Credit, Banking, Tax, GAAP, Auditing, Finance, Tax Accounting, Income Tax, Tax Returns, Partnership Taxation, Tax Research, ProSystem fx Tax, Bookkeeping, Payroll, Accounts Payable, Microsoft Office, Accounts Receivable, Microsoft Excel, Financial Statements
Education
St. John's University 2015 — 2017
Master's Degree, Accounting
Brooklyn Law School 2011 — 2012
Fordham University 2005 — 2009
BS, Finance
Charles Kreitler Charles Kreitler's Morgan Stanley Smith Barney Experience May 2009 - August 2009
Job B2B and Commerce Sales, IBM Software Group
Industry Information Technology and Services
Experience
IBM September 2012 - Present
OneWire June 2012 - August 2012
BTG Pactual June 2011 - August 2011
Bucknell University January 2010 - December 2010
Ehrenkranz and Ehrenkranz Capital Advisors June 2010 - August 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Stata, Fundraising, PowerPoint, Data Analysis, Sales, Strategic Consulting, Sales & Marketing..., Public Speaking, Microsoft Office 2007, Economics, Mobile Commerce, Microsoft Excel, Commerce, Analytics, Microsoft Office, Research, Social Media, Management, Microsoft Word
Education
Bucknell University 2008 — 2012
Bachelor of Arts Degree, Political Science
Middlesex School
IBM September 2012 - Present
OneWire June 2012 - August 2012
BTG Pactual June 2011 - August 2011
Bucknell University January 2010 - December 2010
Ehrenkranz and Ehrenkranz Capital Advisors June 2010 - August 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Stata, Fundraising, PowerPoint, Data Analysis, Sales, Strategic Consulting, Sales & Marketing..., Public Speaking, Microsoft Office 2007, Economics, Mobile Commerce, Microsoft Excel, Commerce, Analytics, Microsoft Office, Research, Social Media, Management, Microsoft Word
Education
Bucknell University 2008 — 2012
Bachelor of Arts Degree, Political Science
Middlesex School
Jack Dembowitz Jack Dembowitz's Morgan Stanley Smith Barney Experience December 1984 - March 2009
Job First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2014 - Present
RBC Wealth Management March 2009 - May 2014
Morgan Stanley Smith Barney December 1984 - March 2009
Skills
Investments, Asset Allocation, Investment Strategies, Insurance, Mutual Funds, Equities, Fixed Income, Financial Advisory, Alternative Investments, Strategic Investment..., Estate Planning..., Variable Annuities, Estate Planning
Education
Drexel University - LeBow College of Business 1973 — 1975
MBA
Brandeis University 1967 — 1971
BA, Politics
Central High School, Philadelphia, PA 1963 — 1967
Wells Fargo Advisors, LLC May 2014 - Present
RBC Wealth Management March 2009 - May 2014
Morgan Stanley Smith Barney December 1984 - March 2009
Skills
Investments, Asset Allocation, Investment Strategies, Insurance, Mutual Funds, Equities, Fixed Income, Financial Advisory, Alternative Investments, Strategic Investment..., Estate Planning..., Variable Annuities, Estate Planning
Education
Drexel University - LeBow College of Business 1973 — 1975
MBA
Brandeis University 1967 — 1971
BA, Politics
Central High School, Philadelphia, PA 1963 — 1967
Joshua Katten Joshua Katten's Morgan Stanley Smith Barney Experience July 2011 - August 2011
Job Senior Associate, Planning at MEC
Industry Marketing and Advertising
Experience
MEC March 2015 - Present
/+ssembly March 2014 - March 2015
RJ Palmer September 2013 - March 2014
The Narrative Group June 2012 - August 2012
Morgan Stanley Smith Barney July 2011 - August 2011
Quality Auditing LLC May 2011 - August 2011
Skills
Social Media, Microsoft Excel, PowerPoint, Facebook, Microsoft Office, Social Media Marketing, Public Speaking, Public Relations, Press Releases, Event Planning, Social Networking, Economics, Event Management, Marketing Communications, Research, Microsoft Word, Politics, Cision, SPSS
Education
Bucknell University
Bachelor of Arts, Political Science
MEC March 2015 - Present
/+ssembly March 2014 - March 2015
RJ Palmer September 2013 - March 2014
The Narrative Group June 2012 - August 2012
Morgan Stanley Smith Barney July 2011 - August 2011
Quality Auditing LLC May 2011 - August 2011
Skills
Social Media, Microsoft Excel, PowerPoint, Facebook, Microsoft Office, Social Media Marketing, Public Speaking, Public Relations, Press Releases, Event Planning, Social Networking, Economics, Event Management, Marketing Communications, Research, Microsoft Word, Politics, Cision, SPSS
Education
Bucknell University
Bachelor of Arts, Political Science
Francis McKenna's Morgan Stanley Smith Barney Experience June 2010 - November 2011
Job Fixed Income Trader at Chilton Investment Company
Industry Financial Services
Experience
Chilton Investment Company November 2011 - Present
Morgan Stanley Smith Barney June 2010 - November 2011
Merrill Lynch May 2007 - May 2010
Chapdelaine & Co. June 2004 - May 2007
Skills
Fixed Income, Bonds, Series 7, Bloomberg, Equities, Series 63, Investments, Securities, Capital Markets, Portfolio Management, Hedge Funds, Asset Management, Trading, Asset Allocation, Alternative Investments
Education
Bucknell University 2000 — 2004
BS, Business Management
Syracuse University 2003 — 2003
Semester abroad, Florence, Italy
Fordham Preparatory 1996 — 2000
Chilton Investment Company November 2011 - Present
Morgan Stanley Smith Barney June 2010 - November 2011
Merrill Lynch May 2007 - May 2010
Chapdelaine & Co. June 2004 - May 2007
Skills
Fixed Income, Bonds, Series 7, Bloomberg, Equities, Series 63, Investments, Securities, Capital Markets, Portfolio Management, Hedge Funds, Asset Management, Trading, Asset Allocation, Alternative Investments
Education
Bucknell University 2000 — 2004
BS, Business Management
Syracuse University 2003 — 2003
Semester abroad, Florence, Italy
Fordham Preparatory 1996 — 2000
Keith Giesler's Morgan Stanley Smith Barney Experience February 2012 - May 2013
Job Pricing Analyst at M/I Financial
Industry Financial Services
Experience
M/I Financial LLC May 2013 - Present
Morgan Stanley Smith Barney February 2012 - May 2013
Brennan Financial Group Ltd a part of 212 Capital Group/New England Financial May 2011 - March 2012
Penn National Gaming May 2010 - October 2010
Education
Bowling Green State University 2006 — 2011
B.S., Finance
M/I Financial LLC May 2013 - Present
Morgan Stanley Smith Barney February 2012 - May 2013
Brennan Financial Group Ltd a part of 212 Capital Group/New England Financial May 2011 - March 2012
Penn National Gaming May 2010 - October 2010
Education
Bowling Green State University 2006 — 2011
B.S., Finance
Bishara Bahbah, CIMA, CWS Bishara Bahbah, CIMA, CWS's Morgan Stanley Smith Barney Experience April 2001 - January 2012
Job Wealth Advisor, Senior Portfolio Manager, Senior Managed Account Consultant
Industry Financial Services
Experience
UBS Financial Services Inc. January 2012 - Present
John Wiley and Sons March 2009 - Present
Al-Quds University January 2009 - Present
Morgan Stanley Smith Barney April 2001 - January 2012
International Marketing & Fund Raising Associates, Inc. January 1988 - December 2002
Television Development Partners, Inc. June 1996 - May 2000
Harvard University August 1990 - August 1996
United Palestinian Appeal, Inc. May 1985 - December 1987
St. Martin's Press, NY April 1986 - April 1986
Brigham Young University January 1985 - May 1985
Education
Harvard University 1979 — 1983
PhD, Government
Brigham Young University 1976 — 1979
Bachelor of Arts, International Relations
College De Freres 1964 — 1976
Tawjihi Diploma, GCE, Science
UBS Financial Services Inc. January 2012 - Present
John Wiley and Sons March 2009 - Present
Al-Quds University January 2009 - Present
Morgan Stanley Smith Barney April 2001 - January 2012
International Marketing & Fund Raising Associates, Inc. January 1988 - December 2002
Television Development Partners, Inc. June 1996 - May 2000
Harvard University August 1990 - August 1996
United Palestinian Appeal, Inc. May 1985 - December 1987
St. Martin's Press, NY April 1986 - April 1986
Brigham Young University January 1985 - May 1985
Education
Harvard University 1979 — 1983
PhD, Government
Brigham Young University 1976 — 1979
Bachelor of Arts, International Relations
College De Freres 1964 — 1976
Tawjihi Diploma, GCE, Science
Alex DaPron's Morgan Stanley Smith Barney Experience June 2010 - September 2010
Job Area Sales Representative at Capital Group
Industry Investment Management
Experience
Capital Group January 2014 - Present
FAA-Chase Investments, a part of J.P. Morgan Securities LLC February 2013 - December 2013
New England Financial June 2011 - February 2013
Morgan Stanley Smith Barney June 2010 - September 2010
Education
Brigham Young University 2008 — 2011
BS, Economics
University of California, Irvine 2006 — 2008
Capital Group January 2014 - Present
FAA-Chase Investments, a part of J.P. Morgan Securities LLC February 2013 - December 2013
New England Financial June 2011 - February 2013
Morgan Stanley Smith Barney June 2010 - September 2010
Education
Brigham Young University 2008 — 2011
BS, Economics
University of California, Irvine 2006 — 2008
Susan Willey Susan Willey's Morgan Stanley Smith Barney Experience May 2001 - December 2001
Job Remote Sales Development Representative at HouseCall Pro
Industry Marketing and Advertising
Experience
HouseCall Pro June 2015 - Present
Wirtz Beverage Group March 2011 - October 2011
Cafe Media LLC March 2010 - March 2011
Chicago Tribune Media Group May 2008 - March 2010
DKL Enterprises, Inc October 2005 - November 2007
Humanscale Corporation March 2005 - October 2005
National City Bank July 2003 - March 2005
Peoria Art Guild May 2002 - September 2002
Morgan Stanley Smith Barney May 2001 - December 2001
Skills
Advertising, Business Development, New Business Development, Marketing, Market Research, Sales Operations, CRM, Sales Management
Education
Bradley University 1999 — 2003
BA Marketing; Minor Spanish
HouseCall Pro June 2015 - Present
Wirtz Beverage Group March 2011 - October 2011
Cafe Media LLC March 2010 - March 2011
Chicago Tribune Media Group May 2008 - March 2010
DKL Enterprises, Inc October 2005 - November 2007
Humanscale Corporation March 2005 - October 2005
National City Bank July 2003 - March 2005
Peoria Art Guild May 2002 - September 2002
Morgan Stanley Smith Barney May 2001 - December 2001
Skills
Advertising, Business Development, New Business Development, Marketing, Market Research, Sales Operations, CRM, Sales Management
Education
Bradley University 1999 — 2003
BA Marketing; Minor Spanish
Chris Tayler Chris Tayler's Morgan Stanley Smith Barney Experience August 2009 - February 2010
Job President, Cobalt Dental Insurance Advisors
Industry Consumer Services
Experience
Cobalt Dental Insurance Advisors November 2007 - Present
Zahra Charity January 2010 - August 2011
Peter Corroon for Governor May 2010 - November 2010
Morgan Stanley Smith Barney August 2009 - February 2010
Continental Airlines March 1996 - November 2007
Continenal Airlines March 1996 - October 2005
Nordstrom February 1994 - February 1995
Skills
Financial Analysis, Non-profits, Consulting, Customer Service, Sales, Airlines, Strategic Planning, Public Speaking, Fundraising, Business Strategy, Budgets, Process Improvement, Research, Leadership, Change Management, Team Building, Training, Project Planning
Education
Westminster College 2007 — 2009
MBA, Entrepreneurialship
University of Utah 1999 — 2003
Bachelor of Arts, Social Work
Brigham Young University 1989 — 1990
Educated, Hebrew language
Cobalt Dental Insurance Advisors November 2007 - Present
Zahra Charity January 2010 - August 2011
Peter Corroon for Governor May 2010 - November 2010
Morgan Stanley Smith Barney August 2009 - February 2010
Continental Airlines March 1996 - November 2007
Continenal Airlines March 1996 - October 2005
Nordstrom February 1994 - February 1995
Skills
Financial Analysis, Non-profits, Consulting, Customer Service, Sales, Airlines, Strategic Planning, Public Speaking, Fundraising, Business Strategy, Budgets, Process Improvement, Research, Leadership, Change Management, Team Building, Training, Project Planning
Education
Westminster College 2007 — 2009
MBA, Entrepreneurialship
University of Utah 1999 — 2003
Bachelor of Arts, Social Work
Brigham Young University 1989 — 1990
Educated, Hebrew language
William Tifft's Morgan Stanley Smith Barney Experience August 2009 - Present
Job Vice President at Morgan Stanley
Industry Individual & Family Services
Experience
Morgan Stanley Smith Barney August 2009 - Present
Skills
Sales Management, Capital Development, Venture Capital, Investments, Strategic Planning, Elder Care, Seniors, Retirement Services, Retirement Solutions, Retirement Planning, Retirement, Retirement Plan..., Executive Management, Marketing Strategy, Strategic Partnerships, Capital, Strategy, Leadership
Education
Brown University
BA, American Civilization
Columbia University
MBA, Finance/Marketing
The Hotchkiss School
Morgan Stanley Smith Barney August 2009 - Present
Skills
Sales Management, Capital Development, Venture Capital, Investments, Strategic Planning, Elder Care, Seniors, Retirement Services, Retirement Solutions, Retirement Planning, Retirement, Retirement Plan..., Executive Management, Marketing Strategy, Strategic Partnerships, Capital, Strategy, Leadership
Education
Brown University
BA, American Civilization
Columbia University
MBA, Finance/Marketing
The Hotchkiss School
Daniel Kessler's Morgan Stanley Smith Barney Experience April 2005 - July 2010
Job Information Security Manager at Rebar Systems
Industry Computer Software
Experience
Rebar Systems, LLC August 2015 - Present
MacMaven Consulting, LLC January 2012 - Present
Bank of America August 2012 - February 2013
Morgan Stanley July 2010 - January 2012
Morgan Stanley Smith Barney April 2005 - July 2010
JPMorgan Chase & Co. September 2004 - January 2005
World Bank May 2003 - July 2004
Education
Brown University
BA
Duke University
MS
Rebar Systems, LLC August 2015 - Present
MacMaven Consulting, LLC January 2012 - Present
Bank of America August 2012 - February 2013
Morgan Stanley July 2010 - January 2012
Morgan Stanley Smith Barney April 2005 - July 2010
JPMorgan Chase & Co. September 2004 - January 2005
World Bank May 2003 - July 2004
Education
Brown University
BA
Duke University
MS
Lisa Effron's Morgan Stanley Smith Barney Experience June 2009 - Present
Job Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2009 - Present
Citi Smith Barney March 2008 - May 2009
Merrill Lynch June 1998 - March 2008
Design Strategy Corporation 1996 - 1998
Education
Bryant University 1990 — 1994
Morgan Stanley Smith Barney June 2009 - Present
Citi Smith Barney March 2008 - May 2009
Merrill Lynch June 1998 - March 2008
Design Strategy Corporation 1996 - 1998
Education
Bryant University 1990 — 1994
Alan Krasner's Morgan Stanley Smith Barney Experience September 2007 - November 2010
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2010 - Present
Morgan Stanley Smith Barney September 2007 - November 2010
Deloitte Consulting January 1997 - September 2007
Accenture August 1985 - January 1997
Skills
Portfolio Management, Mutual Funds, Strategic Financial..., Fixed Income, Risk Management, Management Consulting, Mergers, Strategy, Business Analysis, Governance, Program Management, Business Strategy, PMO, Project Portfolio..., Wealth Management, Financial Advisory, Securities, Investments, Equities, Hedge Funds, Asset Managment, Acquisition Integration, Consulting, Capital Markets, Business Transformation, Analysis, Alternative Investments, Managerial Finance, Business Process..., Mergers & Acquisitions, Financial Services, Asset Management, Finance, Analytics, Tax, Investment Banking, Management, Business Process..., Executive Management, Valuation
Education
Cornell University 1983 — 1985
MBA, Finance
Bucknell University 1975 — 1979
BA, Economics, Political Science
Merrill Lynch November 2010 - Present
Morgan Stanley Smith Barney September 2007 - November 2010
Deloitte Consulting January 1997 - September 2007
Accenture August 1985 - January 1997
Skills
Portfolio Management, Mutual Funds, Strategic Financial..., Fixed Income, Risk Management, Management Consulting, Mergers, Strategy, Business Analysis, Governance, Program Management, Business Strategy, PMO, Project Portfolio..., Wealth Management, Financial Advisory, Securities, Investments, Equities, Hedge Funds, Asset Managment, Acquisition Integration, Consulting, Capital Markets, Business Transformation, Analysis, Alternative Investments, Managerial Finance, Business Process..., Mergers & Acquisitions, Financial Services, Asset Management, Finance, Analytics, Tax, Investment Banking, Management, Business Process..., Executive Management, Valuation
Education
Cornell University 1983 — 1985
MBA, Finance
Bucknell University 1975 — 1979
BA, Economics, Political Science
Craig Lipari (lipari5725@yahoo.com)'s Morgan Stanley Smith Barney Experience June 2010 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2010 - Present
Cantor Fitzgerald January 2007 - March 2010
Cantor Fitzgerald March 2007 - January 2008
B&B Securities January 2005 - March 2007
NYSE- B&B Securities March 2004 - March 2007
Skills
Equities, Hedge Funds, Capital Markets, Investments, Financial Markets, Series 7, Trading Systems, Fixed Income, Bloomberg, Trading, Securities, Portfolio Management, Asset Management, Electronic Trading, Series 63, Alternative Investments, Options, Equity Trading, Finance, Bonds, Private Equity, Financial Modeling, Risk Management, Middle Office, Financial Analysis, Mutual Funds, Equity Research, Emerging Markets, ETFs, Financial Services, Commodity, Sales, Wealth Management
Education
Brookdale Community College 1998 — 2000
Associates, Business
2004Rutgers UniversityNew
Bachelor of Arts, Liberal Studies
Morgan Stanley Smith Barney June 2010 - Present
Cantor Fitzgerald January 2007 - March 2010
Cantor Fitzgerald March 2007 - January 2008
B&B Securities January 2005 - March 2007
NYSE- B&B Securities March 2004 - March 2007
Skills
Equities, Hedge Funds, Capital Markets, Investments, Financial Markets, Series 7, Trading Systems, Fixed Income, Bloomberg, Trading, Securities, Portfolio Management, Asset Management, Electronic Trading, Series 63, Alternative Investments, Options, Equity Trading, Finance, Bonds, Private Equity, Financial Modeling, Risk Management, Middle Office, Financial Analysis, Mutual Funds, Equity Research, Emerging Markets, ETFs, Financial Services, Commodity, Sales, Wealth Management
Education
Brookdale Community College 1998 — 2000
Associates, Business
2004Rutgers UniversityNew
Bachelor of Arts, Liberal Studies
Rosemary Thompson's Morgan Stanley Smith Barney Experience January 2010 - November 2011
Job QA Manager at IntegriChain
Industry Information Technology and Services
Experience
IntegriChain December 2013 - Present
TIAA-CREF March 2012 - April 2013
Morgan Stanley Smith Barney January 2010 - November 2011
CIT April 2006 - January 2008
Prudential Financial January 1999 - June 2005
Prudential Property & Casualty 1999 - 2005
Merrill Lynch January 1993 - April 1999
Skills
Testing, Quality Assurance, SDLC, Requirements Analysis, User Acceptance Testing, Software Quality..., Leadership, Software Project..., Defect Tracking, System Testing, Business Analysis, Business Requirements, Quality Center, Software Documentation, Change Management, Visio, Test Planning, Agile Methodologies, Regression Testing, Test Automation, Vendor Management, Test Management, Process Improvement, Unix, Requirements Gathering, Project Management, Waterfall
Education
Brookdale Community College
IntegriChain December 2013 - Present
TIAA-CREF March 2012 - April 2013
Morgan Stanley Smith Barney January 2010 - November 2011
CIT April 2006 - January 2008
Prudential Financial January 1999 - June 2005
Prudential Property & Casualty 1999 - 2005
Merrill Lynch January 1993 - April 1999
Skills
Testing, Quality Assurance, SDLC, Requirements Analysis, User Acceptance Testing, Software Quality..., Leadership, Software Project..., Defect Tracking, System Testing, Business Analysis, Business Requirements, Quality Center, Software Documentation, Change Management, Visio, Test Planning, Agile Methodologies, Regression Testing, Test Automation, Vendor Management, Test Management, Process Improvement, Unix, Requirements Gathering, Project Management, Waterfall
Education
Brookdale Community College
Graham, Mark's Morgan Stanley Smith Barney Experience January 2000 - Present
Job PROEFESSIONAL with Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2000 - Present
Education
Brigham Young University 1979 — 1984
Morgan Stanley Smith Barney January 2000 - Present
Education
Brigham Young University 1979 — 1984
Andres Rubinstein's Morgan Stanley Smith Barney Experience September 2005 - June 2012
Job SVP at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney September 2005 - June 2012
Education
Brandeis University 1984 — 1988
Morgan Stanley Smith Barney September 2005 - June 2012
Education
Brandeis University 1984 — 1988
Nate Taylor's Morgan Stanley Smith Barney Experience April 2010 - July 2010
Job Content Manager / Technical Writer at Zions Bank
Industry Information Technology and Services
Experience
Zions Bank June 2014 - Present
FLSmidth July 2012 - May 2014
AM General July 2010 - July 2012
Morgan Stanley Smith Barney April 2010 - July 2010
TASER International July 2009 - November 2009
Microsoft December 2007 - July 2009
Microsoft September 2006 - December 2007
Microsoft August 2004 - September 2006
Microsoft August 2003 - August 2004
Microsoft September 2001 - August 2003
Skills
XML, RoboHelp, HTML, XMetal, Axure, SharePoint, Visio, Access, Microsoft Office, Windows, SnagIt, MS Project, Program Management, Project Management, Management, Software Project..., Software Documentation, Training, Editing, Content Management, Leadership, Technical Writing, Six Sigma, Troubleshooting, Requirements Analysis, Microsoft Project
Education
Brigham Young University 1994 — 1998
Bachelor of Arts, History
Detroit Country Day School 1987 — 1991
Westminster College
Master of Professional Communications
Zions Bank June 2014 - Present
FLSmidth July 2012 - May 2014
AM General July 2010 - July 2012
Morgan Stanley Smith Barney April 2010 - July 2010
TASER International July 2009 - November 2009
Microsoft December 2007 - July 2009
Microsoft September 2006 - December 2007
Microsoft August 2004 - September 2006
Microsoft August 2003 - August 2004
Microsoft September 2001 - August 2003
Skills
XML, RoboHelp, HTML, XMetal, Axure, SharePoint, Visio, Access, Microsoft Office, Windows, SnagIt, MS Project, Program Management, Project Management, Management, Software Project..., Software Documentation, Training, Editing, Content Management, Leadership, Technical Writing, Six Sigma, Troubleshooting, Requirements Analysis, Microsoft Project
Education
Brigham Young University 1994 — 1998
Bachelor of Arts, History
Detroit Country Day School 1987 — 1991
Westminster College
Master of Professional Communications
Roderick McRae III, CFA CFP's Morgan Stanley Smith Barney Experience 1993 - 1996
Job Managing Partner at McRae Capital Management
Industry Financial Services
Experience
McRae Capital Management January 1997 - Present
Morgan Stanley Smith Barney 1993 - 1996
BNY Mellon July 1989 - July 1990
Skills
Investments, Portfolio Management, Trading, Asset, Compliance, Equities, Asset Management, Fixed Income, Securities, Economics, Strategic Financial..., Strategy
Education
Duke University - The Fuqua School of Business 1991 — 1993
MBA, Business - Finance
Brown University 1984 — 1988
ScB, Electrical Engineering
Madison High School 1981 — 1984
McRae Capital Management January 1997 - Present
Morgan Stanley Smith Barney 1993 - 1996
BNY Mellon July 1989 - July 1990
Skills
Investments, Portfolio Management, Trading, Asset, Compliance, Equities, Asset Management, Fixed Income, Securities, Economics, Strategic Financial..., Strategy
Education
Duke University - The Fuqua School of Business 1991 — 1993
MBA, Business - Finance
Brown University 1984 — 1988
ScB, Electrical Engineering
Madison High School 1981 — 1984
Brian Quimby's Morgan Stanley Smith Barney Experience November 2007 - October 2010
Job Account Manager at Eastern Industrial Automation
Industry Industrial Automation
Experience
Eastern Industrial Automation December 2011 - Present
Morgan Stanley Smith Barney November 2007 - October 2010
Olympus Industrial April 2005 - October 2007
Skills
Sales Management, Account Management, New Business Development, Sales Process, Key Account Management, Product Development, Negotiation, Sales, Product Management
Education
Bryant University 2001 — 2004
Master of Business Administration (MBA), Finance
Johnson and Wales University
Bachelor of Science (BS), Mechanical Engineering
Eastern Industrial Automation December 2011 - Present
Morgan Stanley Smith Barney November 2007 - October 2010
Olympus Industrial April 2005 - October 2007
Skills
Sales Management, Account Management, New Business Development, Sales Process, Key Account Management, Product Development, Negotiation, Sales, Product Management
Education
Bryant University 2001 — 2004
Master of Business Administration (MBA), Finance
Johnson and Wales University
Bachelor of Science (BS), Mechanical Engineering
Tom Schmuki's Morgan Stanley Smith Barney Experience November 2010 - October 2011
Job Assistant Vice President Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge October 2011 - Present
Morgan Stanley Smith Barney November 2010 - October 2011
Morgan Stanley Smith Barney March 2007 - February 2010
IRT 1996 - 2006
Investacorp, Inc. 1996 - 2006
Smith Barney, Harris, Upham, Incorporated January 1981 - January 1985
Education
Brigham Young University 1973 — 1979
BS, Accounting and Economics
Merrill Edge October 2011 - Present
Morgan Stanley Smith Barney November 2010 - October 2011
Morgan Stanley Smith Barney March 2007 - February 2010
IRT 1996 - 2006
Investacorp, Inc. 1996 - 2006
Smith Barney, Harris, Upham, Incorporated January 1981 - January 1985
Education
Brigham Young University 1973 — 1979
BS, Accounting and Economics
Alan Wolberg's Morgan Stanley Smith Barney Experience September 2000 - January 2012
Job Senior Vice President, City National Bank
Industry Financial Services
Experience
City National Bank June 2015 - Present
Merrill Lynch February 2015 - April 2015
First Republic Bank May 2012 - February 2015
The Guardian Life Insurance Company of America February 2012 - May 2012
Morgan Stanley Smith Barney September 2000 - January 2012
Sun Life Financial October 1999 - September 2000
Smith Barney September 1996 - October 1999
Provident Mutual 1993 - 1996
Equitable Life (Axa) 1990 - 1993
Skills
Wealth Management, Estate Planning, Succession Planning, LGBT issues, Charitable Giving..., Financial Planning, Series 7, Series 24, Series 63, Series 65, Series 6, Diversity Training
Education
Brooklyn Law School 1982 — 1985
JD, Corporate Law, Estate and Trust Law
New York University 1978 — 1982
Bachelor of Arts (B.A.), Political Science
City National Bank June 2015 - Present
Merrill Lynch February 2015 - April 2015
First Republic Bank May 2012 - February 2015
The Guardian Life Insurance Company of America February 2012 - May 2012
Morgan Stanley Smith Barney September 2000 - January 2012
Sun Life Financial October 1999 - September 2000
Smith Barney September 1996 - October 1999
Provident Mutual 1993 - 1996
Equitable Life (Axa) 1990 - 1993
Skills
Wealth Management, Estate Planning, Succession Planning, LGBT issues, Charitable Giving..., Financial Planning, Series 7, Series 24, Series 63, Series 65, Series 6, Diversity Training
Education
Brooklyn Law School 1982 — 1985
JD, Corporate Law, Estate and Trust Law
New York University 1978 — 1982
Bachelor of Arts (B.A.), Political Science
Austin D.'s Morgan Stanley Smith Barney Experience February 2011 - September 2012
Job Business Professional
Industry Financial Services
Experience
Financial Services Company October 2012 - Present
Morgan Stanley Smith Barney February 2011 - September 2012
Select Portfolio Servicing May 2010 - January 2011
Zions Bank March 2007 - July 2009
Education
University of Utah - David Eccles School of Business 2008 — 2010
Master of Science, Finance
Brigham Young University 2004 — 2007
Bachelor, Exercise Science
Financial Services Company October 2012 - Present
Morgan Stanley Smith Barney February 2011 - September 2012
Select Portfolio Servicing May 2010 - January 2011
Zions Bank March 2007 - July 2009
Education
University of Utah - David Eccles School of Business 2008 — 2010
Master of Science, Finance
Brigham Young University 2004 — 2007
Bachelor, Exercise Science
Ingrid Watterson's Morgan Stanley Smith Barney Experience April 2011 - October 2012
Job Client Operations Manager at Athena Capital Advisors
Industry Financial Services
Experience
Athena Capital Advisors 2012 - Present
Morgan Stanley Smith Barney April 2011 - October 2012
Education
Bryant University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Marketing
Athena Capital Advisors 2012 - Present
Morgan Stanley Smith Barney April 2011 - October 2012
Education
Bryant University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Marketing
Christoher Podskoc CFA, CFP's Morgan Stanley Smith Barney Experience 2003 - Present
Job Financial Advisor, Portfolio Manager
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2003 - Present
Education
Bucknell University 1992 — 1996
Bachelor of Science (B.S.), Civil Engineering
Morgan Stanley Smith Barney 2003 - Present
Education
Bucknell University 1992 — 1996
Bachelor of Science (B.S.), Civil Engineering
Mary Beth Yanulis's Morgan Stanley Smith Barney Experience April 2009 - April 2010
Job Attorney at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2010 - Present
Morgan Stanley Smith Barney April 2009 - April 2010
Robert Half Legal September 2008 - January 2009
Smith Barney June 2006 - August 2007
Solomon Smith Barney August 2000 - May 2001
Skills
Securities, Westlaw, Legal Research, Securities Regulation, Legal Writing, Litigation, Corporate Law, Due Diligence, Document Review, Securities Litigation, Securities Fraud, Precious Metals, Arbitration, Hedge Funds, Mergers
Education
Brooklyn Law School 2005 — 2008
JD
Tulane University - A.B. Freeman School of Business 2001 — 2005
BSM, Business Law
Morgan Stanley Wealth Management April 2010 - Present
Morgan Stanley Smith Barney April 2009 - April 2010
Robert Half Legal September 2008 - January 2009
Smith Barney June 2006 - August 2007
Solomon Smith Barney August 2000 - May 2001
Skills
Securities, Westlaw, Legal Research, Securities Regulation, Legal Writing, Litigation, Corporate Law, Due Diligence, Document Review, Securities Litigation, Securities Fraud, Precious Metals, Arbitration, Hedge Funds, Mergers
Education
Brooklyn Law School 2005 — 2008
JD
Tulane University - A.B. Freeman School of Business 2001 — 2005
BSM, Business Law
Jeremy O'Hearn's Morgan Stanley Smith Barney Experience June 2011 - January 2013
Job Vice President Finance and Strategy for Global Stock Plan Services at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley Wealth Management January 2013 - Present
Morgan Stanley Smith Barney June 2011 - January 2013
Morgan Stanley 2004 - 2008
PepsiCo 1999 - 2004
Cendant Mobility 1996 - 1999
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Corporate Finance, Banking, Finance, Equities, Fixed Income, Capital Markets, Investments, Asset Managment, Portfolio Management, Securities, Financial Reporting, Cash Management, Alternative Investments, Accounting
Education
Bryant College 1992 — 1996
Bachelor of Science (BS), Finance, General
Morgan Stanley June 2014 - Present
Morgan Stanley Wealth Management January 2013 - Present
Morgan Stanley Smith Barney June 2011 - January 2013
Morgan Stanley 2004 - 2008
PepsiCo 1999 - 2004
Cendant Mobility 1996 - 1999
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Corporate Finance, Banking, Finance, Equities, Fixed Income, Capital Markets, Investments, Asset Managment, Portfolio Management, Securities, Financial Reporting, Cash Management, Alternative Investments, Accounting
Education
Bryant College 1992 — 1996
Bachelor of Science (BS), Finance, General
Kyle Nye's Morgan Stanley Smith Barney Experience September 2009 - November 2010
Job Financial Advisor, CUSO Financial Services, L.P. at Scient Federal Credit Union
Industry Financial Services
Experience
Scient Federal Credit Union December 2014 - Present
First Niagara Bank November 2013 - November 2014
Prudential Annuities October 2010 - November 2013
Morgan Stanley Smith Barney September 2009 - November 2010
Barnum Financial Group March 2004 - January 2009
New York Life Insurance Company 2009 - 2009
Dunbar Armored October 2002 - October 2003
Education
Southern Connecticut State University 2001 — 2002
Bachelor of Science, Marketing
Bryant University 1999 — 2001
bachelor of science, Business Administration
Guilford High School 1995 — 1998
Scient Federal Credit Union December 2014 - Present
First Niagara Bank November 2013 - November 2014
Prudential Annuities October 2010 - November 2013
Morgan Stanley Smith Barney September 2009 - November 2010
Barnum Financial Group March 2004 - January 2009
New York Life Insurance Company 2009 - 2009
Dunbar Armored October 2002 - October 2003
Education
Southern Connecticut State University 2001 — 2002
Bachelor of Science, Marketing
Bryant University 1999 — 2001
bachelor of science, Business Administration
Guilford High School 1995 — 1998
Christopher Bouley's Morgan Stanley Smith Barney Experience March 2000 - March 2008
Job Vice President Wealth Management at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management March 2015 - Present
Merrill Lynch March 2008 - March 2015
WNRI 1380 AM 2000 - 2015
Morgan Stanley Smith Barney March 2000 - March 2008
Textron Financial 1988 - 1999
Skills
Strategic Financial..., Retirement Planning, Portfolio Management, Series 7, Uniform Combined State..., Retirement, Investments, Municipal Bonds, Series 63, Separately Managed..., Hedge Funds, Asset Managment, 401k Rollovers, Financial Modeling, Asset Allocation, Alternative Investments, Wealth Management, Wealth Management..., Financial Analysis, Investment Advisory, Finance, Fixed Income, Asset Management, Financial Advisory, High Net Worth..., Mortgage Lending, IRAs, Insurance, Credit, Loans, Commercial Banking, Credit Analysis, Valuation, Estate Planning, Securities, Relationship Management, Commercial Lending, Financial Planning, Series 24, Banking, Bonds, 401k, Investment Management, Series 65, Investment Strategies, Corporate Finance, Due Diligence, Small Business Lending, FINRA
Education
Bryant University 1982 — 1991
Certificate of Advanced Graduate Studies, Finance, Management and Accounting
UBS Wealth Management March 2015 - Present
Merrill Lynch March 2008 - March 2015
WNRI 1380 AM 2000 - 2015
Morgan Stanley Smith Barney March 2000 - March 2008
Textron Financial 1988 - 1999
Skills
Strategic Financial..., Retirement Planning, Portfolio Management, Series 7, Uniform Combined State..., Retirement, Investments, Municipal Bonds, Series 63, Separately Managed..., Hedge Funds, Asset Managment, 401k Rollovers, Financial Modeling, Asset Allocation, Alternative Investments, Wealth Management, Wealth Management..., Financial Analysis, Investment Advisory, Finance, Fixed Income, Asset Management, Financial Advisory, High Net Worth..., Mortgage Lending, IRAs, Insurance, Credit, Loans, Commercial Banking, Credit Analysis, Valuation, Estate Planning, Securities, Relationship Management, Commercial Lending, Financial Planning, Series 24, Banking, Bonds, 401k, Investment Management, Series 65, Investment Strategies, Corporate Finance, Due Diligence, Small Business Lending, FINRA
Education
Bryant University 1982 — 1991
Certificate of Advanced Graduate Studies, Finance, Management and Accounting
Philip Becker's Morgan Stanley Smith Barney Experience June 2010 - Present
Job Executive Director/Capital Markets Compliance
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2010 - Present
Citigroup June 2005 - June 2010
Lehman & Eilen LLP 2000 - 2005
dean witter 1986 - 1994
Skills
FINRA, Series 24, Securities Regulation, Securities, Series 7, Prime Brokerage, Hedge Funds, Equity Trading, Financial Regulation, Bonds, Equities, Capital Markets, Fixed Income, Investment Advisory, Trading, Financial Markets, Financial Services, Options, Structured Finance, Structured Products, Derivatives, Series 63
Education
Brooklyn Law School 1973 — 1978
JD
City University of New York-Brooklyn College 1969 — 1973
BA, Speech and Theatre
Morgan Stanley Smith Barney June 2010 - Present
Citigroup June 2005 - June 2010
Lehman & Eilen LLP 2000 - 2005
dean witter 1986 - 1994
Skills
FINRA, Series 24, Securities Regulation, Securities, Series 7, Prime Brokerage, Hedge Funds, Equity Trading, Financial Regulation, Bonds, Equities, Capital Markets, Fixed Income, Investment Advisory, Trading, Financial Markets, Financial Services, Options, Structured Finance, Structured Products, Derivatives, Series 63
Education
Brooklyn Law School 1973 — 1978
JD
City University of New York-Brooklyn College 1969 — 1973
BA, Speech and Theatre
Moise Gelin's Morgan Stanley Smith Barney Experience Wealth Management AdvisorMorgan Stanley Smith BarneyFebruary 2007 - Present
Job Wealth Management Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney Wealth Management AdvisorMorgan Stanley Smith BarneyFebruary 2007 - Present
Education
Brandeis University 1999 — 2003
Economics, Corporate Investment Management
Morgan Stanley Smith Barney Wealth Management AdvisorMorgan Stanley Smith BarneyFebruary 2007 - Present
Education
Brandeis University 1999 — 2003
Economics, Corporate Investment Management
John DiConza's Morgan Stanley Smith Barney Experience Relationship ManagerAllmerica Financial1995 - 2003
Job Registered Associate at Morgan Stanley Smith Barney
Industry Investment Management
Experience
Morgan Stanley Smith Barney Relationship ManagerAllmerica Financial1995 - 2003
Education
Bryant University 1989 — 1993
BS, Finance
Morgan Stanley Smith Barney Relationship ManagerAllmerica Financial1995 - 2003
Education
Bryant University 1989 — 1993
BS, Finance
Ron Conarroe's Morgan Stanley Smith Barney Experience March 1983 - Present
Job Senior Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 1983 - Present
Education
Bowling Green State University 1971 — 1975
BS, Business Administration
Morgan Stanley Smith Barney March 1983 - Present
Education
Bowling Green State University 1971 — 1975
BS, Business Administration
Scot Parker MBA's Morgan Stanley Smith Barney Experience September 2007 - November 2011
Job Business Analyst at The Church of Jesus Christ of Latterday Saints
Industry Financial Services
Experience
The Church of Jesus Christ of Latter-day Saints October 2011 - Present
Morgan Stanley Smith Barney September 2007 - November 2011
Princess Tours January 2007 - September 2007
BYU-Idaho August 2005 - April 2007
Skills
Microsoft Excel, VBA, Process Scheduler, Visual Basic, Process Improvement, Financial Analysis, Analysis, Team Leadership, Customer Service, Operations Management, Project Management, Banking, Team Building, Sales, Finance, Business Intelligence, Training, Human Resources, Business Analysis, Data Analysis
Education
University of Utah - David Eccles School of Business 2009 — 2011
MBA, Masters of Business Administration
Brigham Young University - Idaho 2002 — 2007
B.S., Business Management (Finance Emphasis)
The Church of Jesus Christ of Latter-day Saints October 2011 - Present
Morgan Stanley Smith Barney September 2007 - November 2011
Princess Tours January 2007 - September 2007
BYU-Idaho August 2005 - April 2007
Skills
Microsoft Excel, VBA, Process Scheduler, Visual Basic, Process Improvement, Financial Analysis, Analysis, Team Leadership, Customer Service, Operations Management, Project Management, Banking, Team Building, Sales, Finance, Business Intelligence, Training, Human Resources, Business Analysis, Data Analysis
Education
University of Utah - David Eccles School of Business 2009 — 2011
MBA, Masters of Business Administration
Brigham Young University - Idaho 2002 — 2007
B.S., Business Management (Finance Emphasis)
Nozomi Ward's Morgan Stanley Smith Barney Experience January 2009 - October 2012
Job UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. September 2013 - Present
Morgan Stanley Smith Barney January 2009 - October 2012
Morgan Stanley Smith Barney May 2000 - October 2012
Smith Barney May 2000 - January 2009
Skills
Series 7, Series 63, Series 65, series 9 & 10, CA Insurance License, Proficient in Microsoft...
Education
Brooks College
Associate of Arts (AA), Fashion Merchandising
UBS Financial Services, Inc. September 2013 - Present
Morgan Stanley Smith Barney January 2009 - October 2012
Morgan Stanley Smith Barney May 2000 - October 2012
Smith Barney May 2000 - January 2009
Skills
Series 7, Series 63, Series 65, series 9 & 10, CA Insurance License, Proficient in Microsoft...
Education
Brooks College
Associate of Arts (AA), Fashion Merchandising
Greg Hales's Morgan Stanley Smith Barney Experience August 2010 - March 2013
Job Contract Specialist at United States Air Force
Industry Financial Services
Experience
United States Air Force March 2013 - Present
Morgan Stanley Smith Barney August 2010 - March 2013
Education
Westminster College 1996 — 1999
Master of Business Administration (MBA)
Brigham Young University 1991 — 1993
Bachelor's degree, Business Management
United States Air Force March 2013 - Present
Morgan Stanley Smith Barney August 2010 - March 2013
Education
Westminster College 1996 — 1999
Master of Business Administration (MBA)
Brigham Young University 1991 — 1993
Bachelor's degree, Business Management
Donna R Brown's Morgan Stanley Smith Barney Experience 1997 - 2002
Job Graduate Student at California Institute of the Arts
Industry Higher Education
Experience
In and Around LA January 2012 - Present
California Institute of the Arts September 2009 - August 2011
2009 - 2011 September 2009 - June 2011
The Brodsky Center for Innovative Editions 2006 - 2009
food preparation and customer service May 2004 - August 2004
Smith Barney January 1997 - January 2002
Morgan Stanley Smith Barney 1997 - 2002
Littman Jewelers January 1993 - January 1999
Sovereign Bank FSB January 1996 - January 1997
J.C.Penney January 1992 - January 1996
Skills
Photography, Contemporary Art, Data Entry, Art, Museums, Research, Printmaking, Photoshop, Higher Education, Film, Customer Service, Digital Photography, Painting, Drawing, Art Education, Art History, Fine Art, Art Exhibitions, Adobe Creative Suite, Teaching
Education
California Institute of the Arts 2009 — 2011
MFA, Visual Arts: Photography, Printmaking, Papermaking, Film/Video
Rutgers University-New Brunswick 2004 — 2007
Bachelor, Visual Arts
Brookdale Community College 2000 — 2004
Associate, Photography
2011MFA
Arts; 2007BA Visual Arts
Brookdale Community College
2004AA, Photography
In and Around LA January 2012 - Present
California Institute of the Arts September 2009 - August 2011
2009 - 2011 September 2009 - June 2011
The Brodsky Center for Innovative Editions 2006 - 2009
food preparation and customer service May 2004 - August 2004
Smith Barney January 1997 - January 2002
Morgan Stanley Smith Barney 1997 - 2002
Littman Jewelers January 1993 - January 1999
Sovereign Bank FSB January 1996 - January 1997
J.C.Penney January 1992 - January 1996
Skills
Photography, Contemporary Art, Data Entry, Art, Museums, Research, Printmaking, Photoshop, Higher Education, Film, Customer Service, Digital Photography, Painting, Drawing, Art Education, Art History, Fine Art, Art Exhibitions, Adobe Creative Suite, Teaching
Education
California Institute of the Arts 2009 — 2011
MFA, Visual Arts: Photography, Printmaking, Papermaking, Film/Video
Rutgers University-New Brunswick 2004 — 2007
Bachelor, Visual Arts
Brookdale Community College 2000 — 2004
Associate, Photography
2011MFA
Arts; 2007BA Visual Arts
Brookdale Community College
2004AA, Photography
ERIKA JERNIGAN's Morgan Stanley Smith Barney Experience November 2011 - February 2012
Job Xcelus
Industry Broadcast Media
Experience
Xcelus February 2012 - Present
Morgan Stanley Smith Barney November 2011 - February 2012
BYU Eleven News April 2009 - June 2011
CNN June 2010 - August 2010
TV Asahi July 2009 - August 2009
Skills
Video Editing, Social Media, Public Speaking, Voice Acting, Social Networking, Editing, Voiceovers, Illustrator
Education
Brigham Young University 2007 — 2011
Xcelus February 2012 - Present
Morgan Stanley Smith Barney November 2011 - February 2012
BYU Eleven News April 2009 - June 2011
CNN June 2010 - August 2010
TV Asahi July 2009 - August 2009
Skills
Video Editing, Social Media, Public Speaking, Voice Acting, Social Networking, Editing, Voiceovers, Illustrator
Education
Brigham Young University 2007 — 2011
Holly Crockett's Morgan Stanley Smith Barney Experience June 2009 - November 2010
Job Assistant Branch Manager at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC April 2015 - Present
Morgan Stanley November 2010 - January 2015
Morgan Stanley Smith Barney June 2009 - November 2010
Smith Barney December 2005 - June 2009
Legg Mason April 1995 - December 2005
Legg Mason February 1993 - March 1995
Legg Mason June 1987 - February 1993
Newport News Public Schools August 1983 - June 1987
Skills
Series 7, Securities, Wealth Management, Financial Advisory, Alternative Investments, Series 65, Series 63, Series 31, Series 8, FINRA, Series 24, Mutual Funds, Asset Allocation, 401k, Asset Management, Bonds, Equities, Estate Planning, Finance, Fixed Annuities, Investment Strategies, Retirement
Education
Bridgewater College 1978 — 1982
Bachelor of Arts (B.A.), History and Political Science
Orange County High School
Davenport & Company LLC April 2015 - Present
Morgan Stanley November 2010 - January 2015
Morgan Stanley Smith Barney June 2009 - November 2010
Smith Barney December 2005 - June 2009
Legg Mason April 1995 - December 2005
Legg Mason February 1993 - March 1995
Legg Mason June 1987 - February 1993
Newport News Public Schools August 1983 - June 1987
Skills
Series 7, Securities, Wealth Management, Financial Advisory, Alternative Investments, Series 65, Series 63, Series 31, Series 8, FINRA, Series 24, Mutual Funds, Asset Allocation, 401k, Asset Management, Bonds, Equities, Estate Planning, Finance, Fixed Annuities, Investment Strategies, Retirement
Education
Bridgewater College 1978 — 1982
Bachelor of Arts (B.A.), History and Political Science
Orange County High School
Heidi Ekstrom's Morgan Stanley Smith Barney Experience March 2011 - September 2013
Job Commodities Analyst at Barclays Capital
Industry Financial Services
Experience
Barclays September 2013 - Present
Morgan Stanley Smith Barney March 2011 - September 2013
Rocaton Investment Advisors May 2008 - March 2011
Merrill Lynch January 2008 - May 2008
Putnam Investments August 2007 - January 2008
New England Patriots September 2005 - December 2005
Skills
Bloomberg, Investments, Equities, Alternative Investments, Fixed Income, Asset Allocation, Portfolio Management, Hedge Funds, Series 7, Asset Managment, Mutual Funds, Capital Markets
Education
Bryant University 2004 — 2008
Bachelor of Science (BS), Finance, Legal Studies, Psychology
Barclays September 2013 - Present
Morgan Stanley Smith Barney March 2011 - September 2013
Rocaton Investment Advisors May 2008 - March 2011
Merrill Lynch January 2008 - May 2008
Putnam Investments August 2007 - January 2008
New England Patriots September 2005 - December 2005
Skills
Bloomberg, Investments, Equities, Alternative Investments, Fixed Income, Asset Allocation, Portfolio Management, Hedge Funds, Series 7, Asset Managment, Mutual Funds, Capital Markets
Education
Bryant University 2004 — 2008
Bachelor of Science (BS), Finance, Legal Studies, Psychology
Lawrence Sobol's Morgan Stanley Smith Barney Experience Assistant Vice PresidentKidder Peabody1983 - 1995
Job Senior Vice President Wealth Management at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney Assistant Vice PresidentKidder Peabody1983 - 1995
Education
Brandeis University 1976 — 1980
BA, Politics/History
Morgan Stanley Smith Barney Assistant Vice PresidentKidder Peabody1983 - 1995
Education
Brandeis University 1976 — 1980
BA, Politics/History
Laya Khadjavi's Morgan Stanley Smith Barney Experience 2008 - 2010
Job Chief Operating Officer, Head of Strategy and Business Development at ICE Canyon LLC
Industry Investment Management
Experience
ICE Canyon LLC January 2012 - Present
Morgan Stanley October 1987 - November 2010
Morgan Stanley Smith Barney 2008 - 2010
Skills
CDO, Fixed Income, Structured Finance, Special Situations, Alternative Investments, Capital Markets, Corporate Finance, Private Equity, Hedge Funds, Securitization, High Yield, Investments, Structured Products, Derivatives, Series 7, Investment Banking, Equities, Bonds
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance, International Banking
Brown University 1980 — 1984
BSc, BA, Applied-Mathematics/Economics, French Literature
ICE Canyon LLC January 2012 - Present
Morgan Stanley October 1987 - November 2010
Morgan Stanley Smith Barney 2008 - 2010
Skills
CDO, Fixed Income, Structured Finance, Special Situations, Alternative Investments, Capital Markets, Corporate Finance, Private Equity, Hedge Funds, Securitization, High Yield, Investments, Structured Products, Derivatives, Series 7, Investment Banking, Equities, Bonds
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance, International Banking
Brown University 1980 — 1984
BSc, BA, Applied-Mathematics/Economics, French Literature
James Vint's Morgan Stanley Smith Barney Experience November 2008 - May 2010
Job Offensive Coordinator at Seminole High School
Industry Education Management
Experience
Seminole ISD May 2014 - Present
National Football League January 2012 - Present
Lubbock ISD/Coronado High School August 2010 - May 2014
Morgan Stanley Smith Barney November 2008 - May 2010
Truman State University August 2007 - November 2008
Iowa Wesleyan College February 2006 - July 2007
Christopher Columbus High School, Bronx, NY September 1998 - February 2006
Brookwood Camps April 2003 - April 2004
Crane Lake Camp June 1994 - August 1998
Skills
Public Speaking, Coaching, Writing, Teaching, Fundraising, Staff Development, Leadership, PowerPoint, Sports, Classroom, Higher Education, Leadership Development, Athletics, Team Building, Customer Service, Event Planning, Curriculum Design, Football, System Administration, Program Management, Curriculum Development, Program Development, Baseball, Educational Technology, Project Planning, Educational Leadership, Marketing, Event Management, Public Relations, Community Outreach, Athletic Training, Tutoring, Sports Coaching, Sports Management, Microsoft Excel, Sports Marketing, Microsoft Office, Scouting, Student Development, Student Affairs, Basketball, Physical Education, Strength & Conditioning, Classroom Management, K-12, Intercollegiate..., Special Education, Lesson Planning, Player Development, Youth Mentoring
Education
Grand Canyon University 2007 — 2009
M.S., Leadership
College of St. Rose 1999 — 2001
M.S., Special Education
Briar Cliff University 1994 — 1996
B.A, Writing and Linguistics/Political Science; Education
Seminole ISD May 2014 - Present
National Football League January 2012 - Present
Lubbock ISD/Coronado High School August 2010 - May 2014
Morgan Stanley Smith Barney November 2008 - May 2010
Truman State University August 2007 - November 2008
Iowa Wesleyan College February 2006 - July 2007
Christopher Columbus High School, Bronx, NY September 1998 - February 2006
Brookwood Camps April 2003 - April 2004
Crane Lake Camp June 1994 - August 1998
Skills
Public Speaking, Coaching, Writing, Teaching, Fundraising, Staff Development, Leadership, PowerPoint, Sports, Classroom, Higher Education, Leadership Development, Athletics, Team Building, Customer Service, Event Planning, Curriculum Design, Football, System Administration, Program Management, Curriculum Development, Program Development, Baseball, Educational Technology, Project Planning, Educational Leadership, Marketing, Event Management, Public Relations, Community Outreach, Athletic Training, Tutoring, Sports Coaching, Sports Management, Microsoft Excel, Sports Marketing, Microsoft Office, Scouting, Student Development, Student Affairs, Basketball, Physical Education, Strength & Conditioning, Classroom Management, K-12, Intercollegiate..., Special Education, Lesson Planning, Player Development, Youth Mentoring
Education
Grand Canyon University 2007 — 2009
M.S., Leadership
College of St. Rose 1999 — 2001
M.S., Special Education
Briar Cliff University 1994 — 1996
B.A, Writing and Linguistics/Political Science; Education
Cole Corbitt's Morgan Stanley Smith Barney Experience March 2010 - June 2011
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2010 - June 2011
Genworth Financial October 2003 - July 2009
Massanutten Military Academy June 2001 - June 2002
Education
Thunderbird School of Global Management 1998 — 2000
MIM, International Marketing Management
Bridgewater College 1992 — 1997
BA, Business Administration, Spanish
Morgan Stanley Smith Barney March 2010 - June 2011
Genworth Financial October 2003 - July 2009
Massanutten Military Academy June 2001 - June 2002
Education
Thunderbird School of Global Management 1998 — 2000
MIM, International Marketing Management
Bridgewater College 1992 — 1997
BA, Business Administration, Spanish
Victor Rothbardt's Morgan Stanley Smith Barney Experience March 2002 - Present
Job CRPS at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2002 - Present
Alter & Sons, Inc. June 1965 - June 2001
First Illinois Bank Holding January 1998 - January 2001
The National Bank - HQ in Davenport, IA January 1998 - January 2001
Education
Bowling Green State University 1960 — 1964
B.A., Political Science
Morgan Stanley Smith Barney March 2002 - Present
Alter & Sons, Inc. June 1965 - June 2001
First Illinois Bank Holding January 1998 - January 2001
The National Bank - HQ in Davenport, IA January 1998 - January 2001
Education
Bowling Green State University 1960 — 1964
B.A., Political Science
Ross McCarron's Morgan Stanley Smith Barney Experience June 2008 - July 2008
Job MBA Candidate at Georgetown McDonough School of Business
Industry Financial Services
Experience
Cambridge Associates December 2012 - July 2015
Cambridge Associates December 2011 - December 2012
Cambridge Associates June 2010 - December 2011
Sony Music Entertainment February 2010 - April 2010
Bloomberg LP September 2009 - December 2009
Shackleton & Hazeltine July 2008 - August 2008
Morgan Stanley Smith Barney June 2008 - July 2008
Education
Georgetown University - The McDonough School of Business 2015 — 2017
Master of Business Administration (MBA)
Bucknell University 2005 — 2009
B.A., Economics
Cambridge Associates December 2012 - July 2015
Cambridge Associates December 2011 - December 2012
Cambridge Associates June 2010 - December 2011
Sony Music Entertainment February 2010 - April 2010
Bloomberg LP September 2009 - December 2009
Shackleton & Hazeltine July 2008 - August 2008
Morgan Stanley Smith Barney June 2008 - July 2008
Education
Georgetown University - The McDonough School of Business 2015 — 2017
Master of Business Administration (MBA)
Bucknell University 2005 — 2009
B.A., Economics
Bruce Gelfand's Morgan Stanley Smith Barney Experience September 1997 - June 2009
Job Financial Advisor at UBS Financial Services, Inc.
Industry Financial Services
Experience
Wells Fargo Advisors December 2009 - Present
Morgan Stanley Smith Barney September 1997 - June 2009
Skills
Mutual Funds, Asset Allocation, Alternative Investments, Strategic Financial..., Fixed Annuities, Asset Management, Finance, Financial Modeling, Financial Analysis, Corporate Finance, Strategic Planning, Mergers & Acquisitions, Strategy, Entrepreneurship, Business Planning
Education
Harvard Business School 1999 — 2001
OPM
Brown University 1970 — 1974
BA, Psychology/Education
Wells Fargo Advisors December 2009 - Present
Morgan Stanley Smith Barney September 1997 - June 2009
Skills
Mutual Funds, Asset Allocation, Alternative Investments, Strategic Financial..., Fixed Annuities, Asset Management, Finance, Financial Modeling, Financial Analysis, Corporate Finance, Strategic Planning, Mergers & Acquisitions, Strategy, Entrepreneurship, Business Planning
Education
Harvard Business School 1999 — 2001
OPM
Brown University 1970 — 1974
BA, Psychology/Education
Nancy Waterbury's Morgan Stanley Smith Barney Experience October 2005 - February 2010
Job MBA Candidate BYU's Marriott School of Management Class of 2012
Industry Financial Services
Experience
Brigham Young University September 2010 - Present
Raymond James February 2010 - July 2010
Morgan Stanley Smith Barney October 2005 - February 2010
MORGAN STANLEY SMITH BARNEY October 2005 - February 2010
PREMIER AQUATICS May 2004 - September 2005
Heritage Foundation September 2002 - December 2002
Skills
Series 7, Mutual Funds, Trading, Investments, Financial Analysis, Personal Finance
Education
Brigham Young University 2010 — 2012
MBA, Finance
Brigham Young University, Marriott School of Business 2010 — 2012
Masters, Business Administration
University of Utah - David Eccles School of Business 2000 — 2004
Bachelor of Science, Finance
Brigham Young University September 2010 - Present
Raymond James February 2010 - July 2010
Morgan Stanley Smith Barney October 2005 - February 2010
MORGAN STANLEY SMITH BARNEY October 2005 - February 2010
PREMIER AQUATICS May 2004 - September 2005
Heritage Foundation September 2002 - December 2002
Skills
Series 7, Mutual Funds, Trading, Investments, Financial Analysis, Personal Finance
Education
Brigham Young University 2010 — 2012
MBA, Finance
Brigham Young University, Marriott School of Business 2010 — 2012
Masters, Business Administration
University of Utah - David Eccles School of Business 2000 — 2004
Bachelor of Science, Finance
Jeff Haydock's Morgan Stanley Smith Barney Experience 2008 - 2009
Job President + CEO at ecoCFO, the only outsourced CFO dedicated to the energy and environmental industry
Industry Renewables & Environment
Experience
ecoCFO, LLC April 2013 - Present
PurEmulsion, LLC January 2012 - May 2013
The Waterline Companies February 2009 - February 2013
Morgan Stanley Smith Barney 2008 - 2009
Merrill Lynch 2007 - 2008
Skills
Alternative Energy, Business Planning, Financial Analysis, Recruiting, Renewable Energy, Cleantech, Solar Energy, Energy, New Business Development, Sustainability, Start-ups, Strategic Partnerships, Investments, Business Development, Mergers & Acquisitions, Strategy, Leadership, Strategic Planning, Management, Finance
Education
Bryant University
Bachelors, Finance and Economics
ecoCFO, LLC April 2013 - Present
PurEmulsion, LLC January 2012 - May 2013
The Waterline Companies February 2009 - February 2013
Morgan Stanley Smith Barney 2008 - 2009
Merrill Lynch 2007 - 2008
Skills
Alternative Energy, Business Planning, Financial Analysis, Recruiting, Renewable Energy, Cleantech, Solar Energy, Energy, New Business Development, Sustainability, Start-ups, Strategic Partnerships, Investments, Business Development, Mergers & Acquisitions, Strategy, Leadership, Strategic Planning, Management, Finance
Education
Bryant University
Bachelors, Finance and Economics
Laura Caler's Morgan Stanley Smith Barney Experience 2006 - Present
Job Senior Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2006 - Present
Education
Brigham Young University 2001 — 2006
Bachelors
Morgan Stanley Smith Barney 2006 - Present
Education
Brigham Young University 2001 — 2006
Bachelors
Andrew Sloane's Morgan Stanley Smith Barney Experience June 2011 - December 2013
Job
Industry Financial Services
Experience
Bankers Life May 2015 - Present
Bankers Life February 2014 - April 2015
Morgan Stanley Smith Barney June 2011 - December 2013
Morgan Stanley Smith Barney January 2006 - June 2011
Credit Suisse September 2005 - September 2006
Credit Suisse September 2005 - September 2006
Morgan Stanley September 2003 - September 2005
Skills
Fixed Income, Financial Analysis, Portfolio Management, Equities, Financial Modeling, Asset Management, Mutual Funds, Securities, Entrepreneurship, Investments, Alternative Investments, Risk Management, Hedge Funds, Financial Services
Education
Bryant University 1999 — 2003
Bachelor of Business Administration (BBA)
Bryant University 1999 — 2003
B.S
Bankers Life May 2015 - Present
Bankers Life February 2014 - April 2015
Morgan Stanley Smith Barney June 2011 - December 2013
Morgan Stanley Smith Barney January 2006 - June 2011
Credit Suisse September 2005 - September 2006
Credit Suisse September 2005 - September 2006
Morgan Stanley September 2003 - September 2005
Skills
Fixed Income, Financial Analysis, Portfolio Management, Equities, Financial Modeling, Asset Management, Mutual Funds, Securities, Entrepreneurship, Investments, Alternative Investments, Risk Management, Hedge Funds, Financial Services
Education
Bryant University 1999 — 2003
Bachelor of Business Administration (BBA)
Bryant University 1999 — 2003
B.S
Nicholas Blanchet's Morgan Stanley Smith Barney Experience 2010 - 2010
Job Developer at SimpleReach
Industry Internet
Experience
SimpleReach May 2013 - Present
General Assemb.ly January 2013 - November 2014
Basset Capital August 2011 - November 2012
Morgan Stanley Smith Barney 2010 - 2010
Chesapeake Energy 2009 - 2009
New England Stone Crafters 2008 - 2008
Skills
Ruby on Rails, Ruby, Data Analysis, Analysis, Leadership, AJAX, Microsoft Excel, Programming, Financial Modeling, jQuery, Start-ups, JavaScript, Public Speaking, Test Driven Development, Agile Web Development, Statistics, Investments, VBA, Entrepreneurship, French, PostgreSQL, Economics, Social Media, Research, MongoDB, Analytics, SEO, C++, Excel, Artificial Neural..., Web Applications, Web Development, Python, HTML 5, CSS3, CSS, Ember.js
Education
Bucknell University 2007 — 2011
BS, Mathematics, Economics
Deerfield Academy 2004 — 2007
Boston Startup School 2012 — 2012
SimpleReach May 2013 - Present
General Assemb.ly January 2013 - November 2014
Basset Capital August 2011 - November 2012
Morgan Stanley Smith Barney 2010 - 2010
Chesapeake Energy 2009 - 2009
New England Stone Crafters 2008 - 2008
Skills
Ruby on Rails, Ruby, Data Analysis, Analysis, Leadership, AJAX, Microsoft Excel, Programming, Financial Modeling, jQuery, Start-ups, JavaScript, Public Speaking, Test Driven Development, Agile Web Development, Statistics, Investments, VBA, Entrepreneurship, French, PostgreSQL, Economics, Social Media, Research, MongoDB, Analytics, SEO, C++, Excel, Artificial Neural..., Web Applications, Web Development, Python, HTML 5, CSS3, CSS, Ember.js
Education
Bucknell University 2007 — 2011
BS, Mathematics, Economics
Deerfield Academy 2004 — 2007
Boston Startup School 2012 — 2012
Tara Forrest's Morgan Stanley Smith Barney Experience August 2010 - Present
Job Mutual Fund Program Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney August 2010 - Present
Morgan Stanley Smith Barney August 2010 - Present
Morgan Stanley Smith Barney March 2006 - August 2010
Morgan Stanley Smith Barney July 2000 - March 2006
Mutual Funds, Money Markets July 2000 - March 2006
A.G. Edwards & Sons, Inc July 1996 - July 2000
Skills
Risk Management, Financial Services, Project Delivery, Series 7, Stakeholder Management, Business Analysis, Wealth Management, Project Management, Strategic Financial..., Relationship Management, Financial Analysis, Alternative Investments, Management, Derivatives, Equities, Series 24, Securities, Series 63, Hedge Funds, Options, Mutual Funds, Trading, Investment Advisory, ETFs, Fixed Income, Investment Strategies, Investment Banking, Financial Advisory, Asset Allocation, Financial Modeling, FINRA
Education
Bryant University 2004 — 2006
Master of Business Administration (MBA)
Bryant University
Masters of Business Administration
California State University
Bachelor of Science, Business Administration
California State University-Fullerton
BS, Business, Management, Marketing, and Related Support Services
Morgan Stanley Smith Barney August 2010 - Present
Morgan Stanley Smith Barney August 2010 - Present
Morgan Stanley Smith Barney March 2006 - August 2010
Morgan Stanley Smith Barney July 2000 - March 2006
Mutual Funds, Money Markets July 2000 - March 2006
A.G. Edwards & Sons, Inc July 1996 - July 2000
Skills
Risk Management, Financial Services, Project Delivery, Series 7, Stakeholder Management, Business Analysis, Wealth Management, Project Management, Strategic Financial..., Relationship Management, Financial Analysis, Alternative Investments, Management, Derivatives, Equities, Series 24, Securities, Series 63, Hedge Funds, Options, Mutual Funds, Trading, Investment Advisory, ETFs, Fixed Income, Investment Strategies, Investment Banking, Financial Advisory, Asset Allocation, Financial Modeling, FINRA
Education
Bryant University 2004 — 2006
Master of Business Administration (MBA)
Bryant University
Masters of Business Administration
California State University
Bachelor of Science, Business Administration
California State University-Fullerton
BS, Business, Management, Marketing, and Related Support Services
David Garff's Morgan Stanley Smith Barney Experience March 1998 - March 2005
Job President at Accuvest Global Advisors
Industry Investment Management
Experience
Accuvest Global Advisors March 2005 - Present
Morgan Stanley Smith Barney March 1998 - March 2005
Merrill Lynch August 1992 - March 1995
Skills
Active ETFs, Liquid Alternatives, Alternative Investments, ETFs, Asset Allocation, Asset Managment, Equities, Hedge Funds, Portfolio Management, Investment Management
Education
University of California, Berkeley - Walter A. Haas School of Business 1995 — 1998
MBA, Finance
Brigham Young University 1985 — 1992
BA, Economics/Spanish Transaltion
Accuvest Global Advisors March 2005 - Present
Morgan Stanley Smith Barney March 1998 - March 2005
Merrill Lynch August 1992 - March 1995
Skills
Active ETFs, Liquid Alternatives, Alternative Investments, ETFs, Asset Allocation, Asset Managment, Equities, Hedge Funds, Portfolio Management, Investment Management
Education
University of California, Berkeley - Walter A. Haas School of Business 1995 — 1998
MBA, Finance
Brigham Young University 1985 — 1992
BA, Economics/Spanish Transaltion
Shyla Sparks's Morgan Stanley Smith Barney Experience March 2009 - Present
Job Reporting Analyst at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2009 - Present
Spark Networks April 2006 - December 2007
Skills
Business Analysis, Process Improvement, Microsoft Excel
Education
Brigham Young University 2003 — 2007
Bachelor of Science in Management, Coporate Finance, 3.55
Morgan Stanley Smith Barney March 2009 - Present
Spark Networks April 2006 - December 2007
Skills
Business Analysis, Process Improvement, Microsoft Excel
Education
Brigham Young University 2003 — 2007
Bachelor of Science in Management, Coporate Finance, 3.55
Blair Quinn's Morgan Stanley Smith Barney Experience April 2003 - February 2013
Job President at Alpine Wealth Advisors
Industry Financial Services
Experience
Alpine Wealth Advisors February 2013 - Present
Morgan Stanley Smith Barney April 2003 - February 2013
Education
Bucknell University
Alpine Wealth Advisors February 2013 - Present
Morgan Stanley Smith Barney April 2003 - February 2013
Education
Bucknell University
Lynnette Ethington's Morgan Stanley Smith Barney Experience July 2011 - Present
Job Analyst at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2011 - Present
US Census Bureau April 2010 - September 2010
Johnson Commercial Real Estate Advisors May 2004 - July 2009
NAI Utah 2003 - 2009
Education
Utah Valley State College 1991 — 1992
Associate of Applied Sciences, Medical Secretary
Ricks College
Associate of Arts and Sciences, General Education
Morgan Stanley Smith Barney July 2011 - Present
US Census Bureau April 2010 - September 2010
Johnson Commercial Real Estate Advisors May 2004 - July 2009
NAI Utah 2003 - 2009
Education
Utah Valley State College 1991 — 1992
Associate of Applied Sciences, Medical Secretary
Ricks College
Associate of Arts and Sciences, General Education
Anthony Ault's Morgan Stanley Smith Barney Experience January 2011 - October 2011
Job M.S. Quantitative Finance
Industry Capital Markets
Experience
Morgan Stanley Smith Barney January 2011 - October 2011
Bradley University February 2009 - May 2011
Par-A-Dice Hotel and Casino October 2009 - September 2010
Herget Bank May 2008 - August 2009
Best Buy October 2006 - August 2007
Skills
Econometrics, Microsoft Excel, Portfolio Management, Financial Advisory, Fixed Income, Mortgage Lending, Financial Modeling, Quantitative Finance, Equities, Leadership, Securities, Analysis
Education
Bradley University 2010 — 2011
MS, Quantitative Finance
Bradley University 2005 — 2010
BS, Finance
Morgan Stanley Smith Barney January 2011 - October 2011
Bradley University February 2009 - May 2011
Par-A-Dice Hotel and Casino October 2009 - September 2010
Herget Bank May 2008 - August 2009
Best Buy October 2006 - August 2007
Skills
Econometrics, Microsoft Excel, Portfolio Management, Financial Advisory, Fixed Income, Mortgage Lending, Financial Modeling, Quantitative Finance, Equities, Leadership, Securities, Analysis
Education
Bradley University 2010 — 2011
MS, Quantitative Finance
Bradley University 2005 — 2010
BS, Finance
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.