Morgan Stanley Smith Barney
Industry: Financial services company
DescriptionMorgan Stanley Wealth Management is an American multinational financial services corporation specializing in retail brokerage. It is the wealth & asset management division of Morgan Stanley. Customer service: 00 1 801-617-9150 Assets under management: 2.05 trillion USD (2014) CEO: James P. Gorman (Jan 2012–) Headquarters: Purchase, Harrison, New York, United States Parent organization: Morgan Stanley Domestic Holdings Inc Founders: Charles D. Barney, Edward B. Smith
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Morgan Stanley Smith Barney Employees
Employee
Years
Job
Industry
Christopher Bough Christopher Bough's Morgan Stanley Smith Barney Experience February 2009 - March 2010
Job Assistant MCA at Keller Williams
Industry Real Estate
Experience
Keller Williams April 2015 - Present
Keller Williams August 2014 - April 2015
Wells Fargo Home Mortgage May 2012 - August 2014
WESPAC Plan Services May 2011 - May 2012
Morgan Stanley Smith Barney February 2009 - March 2010
Gottschalks October 2003 - June 2009
Skills
Investments, Sales, Management, Marketing, Retirement Planning, Accounting, Forecasting, Business Analysis, Loans, Selling, Sales Process, Microsoft Office, Customer Service, Mortgage Lending, Retail, Finance, Public Speaking, PowerPoint, Event Planning, First Time Home Buyers, Microsoft Excel
Education
California State University, Fresno 2006 — 2009
Bachelor of Science Degree, Business Administration/Finance
College of the Sequoias 2001 — 2003
Associate Arts, Business/Commerce, General
Keller Williams April 2015 - Present
Keller Williams August 2014 - April 2015
Wells Fargo Home Mortgage May 2012 - August 2014
WESPAC Plan Services May 2011 - May 2012
Morgan Stanley Smith Barney February 2009 - March 2010
Gottschalks October 2003 - June 2009
Skills
Investments, Sales, Management, Marketing, Retirement Planning, Accounting, Forecasting, Business Analysis, Loans, Selling, Sales Process, Microsoft Office, Customer Service, Mortgage Lending, Retail, Finance, Public Speaking, PowerPoint, Event Planning, First Time Home Buyers, Microsoft Excel
Education
California State University, Fresno 2006 — 2009
Bachelor of Science Degree, Business Administration/Finance
College of the Sequoias 2001 — 2003
Associate Arts, Business/Commerce, General
Scott M. Miller Scott M. Miller's Morgan Stanley Smith Barney Experience December 2009 - June 2011
Job National Accounts Manager Medical Technology Leasing
Industry Financial Services
Experience
Partners Capital Group - Medical/Technology Equipment Leasing March 2015 - Present
Reliant Life Shares, LLC June 2013 - February 2015
The Lifeline Program June 2011 - December 2012
Morgan Stanley Smith Barney December 2009 - June 2011
Life Settlement Solutions, Inc. February 2007 - December 2008
Pacific Life Insurance Company April 2000 - January 2007
J. Paul Buchanan & Associates, Inc. January 1997 - April 2000
FINOVA Capital Corporation 1993 - December 1996
Skills
Retirement Planning, Alternative Investments, Series 7, Mutual Funds, Investments, Portfolio Management, Life Insurance and..., Variable Annuities, Sales, Financial Planners, Regional Wholesaling..., Alternative..., Insurance, Securities, Wealth Management, Advanced Life Insurance..., Financial Advisory, Strategic Financial..., Asset Allocation, Finance, Series 63, Investment Advisory, Wealth, National Conference..., Retirement Planning..., Corporate Finance and..., Index ETF's & Mutual..., Wirehouse Managed Money..., Defined Contribution &..., FINRA Series 7 General..., FINRA Series 66..., California Life &..., Corporate Cash..., Seperate Managed..., Financial Services, Series 65, Separately Managed..., Structured Products, Hedge Funds, Fixed Income, Wealth Management..., Private Banking, ETFs, Radiology Equipment..., Medical Systems..., Vendor Relationship..., Commercial Credit..., Healthcare..., Equipment Lease..., Healthcare Real Estate...
Education
California State University-Long Beach - College of Business Administration 1982 — 1984
B.S., Business Administration/Marketing Management
Corona del Mar High
Diploma, Liberal Arts and Sciences/Liberal Studies
Partners Capital Group - Medical/Technology Equipment Leasing March 2015 - Present
Reliant Life Shares, LLC June 2013 - February 2015
The Lifeline Program June 2011 - December 2012
Morgan Stanley Smith Barney December 2009 - June 2011
Life Settlement Solutions, Inc. February 2007 - December 2008
Pacific Life Insurance Company April 2000 - January 2007
J. Paul Buchanan & Associates, Inc. January 1997 - April 2000
FINOVA Capital Corporation 1993 - December 1996
Skills
Retirement Planning, Alternative Investments, Series 7, Mutual Funds, Investments, Portfolio Management, Life Insurance and..., Variable Annuities, Sales, Financial Planners, Regional Wholesaling..., Alternative..., Insurance, Securities, Wealth Management, Advanced Life Insurance..., Financial Advisory, Strategic Financial..., Asset Allocation, Finance, Series 63, Investment Advisory, Wealth, National Conference..., Retirement Planning..., Corporate Finance and..., Index ETF's & Mutual..., Wirehouse Managed Money..., Defined Contribution &..., FINRA Series 7 General..., FINRA Series 66..., California Life &..., Corporate Cash..., Seperate Managed..., Financial Services, Series 65, Separately Managed..., Structured Products, Hedge Funds, Fixed Income, Wealth Management..., Private Banking, ETFs, Radiology Equipment..., Medical Systems..., Vendor Relationship..., Commercial Credit..., Healthcare..., Equipment Lease..., Healthcare Real Estate...
Education
California State University-Long Beach - College of Business Administration 1982 — 1984
B.S., Business Administration/Marketing Management
Corona del Mar High
Diploma, Liberal Arts and Sciences/Liberal Studies
Kevin Batstone's Morgan Stanley Smith Barney Experience 2011 - June 2013
Job Vice President at Infinity Financial Services
Industry Financial Services
Experience
Infinity Financial Services July 2013 - Present
Morgan Stanley Smith Barney 2011 - June 2013
Nordstrom June 2007 - December 2007
Crosby Country Club January 2006 - June 2007
Castlewood Country Club January 2004 - August 2005
Skills
Wealth Management, Retirement Planning, Credit, Asset Allocation, Series 7, Mortgage Lending, Investments, Series 63, Refinance, Strategic Financial..., Financial Advisory, Investment Advisory, Retirement, Variable Annuities, Mutual Funds, 401k Rollovers, Investment Strategies, Personal Financial..., Financial Analysis, Estate Planning, Series 65, Bonds, Wealth, Insurance, 401k, FINRA, Equities, Finance, Financial Services, Loans, Hedge Funds, Banking, Life Insurance, ETFs, Investment Management, Portfolio Management, Alternative Investments, Wealth Management..., Separately Managed..., Securities, Fixed Annuities, Asset Management, Uniform Combined State...
Education
California State University-San Marcos 2005 — 2010
BA, Economics
University of Virginia, Semester at Sea Program 2009 — 2009
Global Studies
Foothill High School 2001 — 2005
Infinity Financial Services July 2013 - Present
Morgan Stanley Smith Barney 2011 - June 2013
Nordstrom June 2007 - December 2007
Crosby Country Club January 2006 - June 2007
Castlewood Country Club January 2004 - August 2005
Skills
Wealth Management, Retirement Planning, Credit, Asset Allocation, Series 7, Mortgage Lending, Investments, Series 63, Refinance, Strategic Financial..., Financial Advisory, Investment Advisory, Retirement, Variable Annuities, Mutual Funds, 401k Rollovers, Investment Strategies, Personal Financial..., Financial Analysis, Estate Planning, Series 65, Bonds, Wealth, Insurance, 401k, FINRA, Equities, Finance, Financial Services, Loans, Hedge Funds, Banking, Life Insurance, ETFs, Investment Management, Portfolio Management, Alternative Investments, Wealth Management..., Separately Managed..., Securities, Fixed Annuities, Asset Management, Uniform Combined State...
Education
California State University-San Marcos 2005 — 2010
BA, Economics
University of Virginia, Semester at Sea Program 2009 — 2009
Global Studies
Foothill High School 2001 — 2005
William Benner William Benner's Morgan Stanley Smith Barney Experience June 2012 - September 2012
Job Portfolio Management Analyst at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2013 - Present
Orfalea College of Business Advising Center March 2012 - June 2013
Morgan Stanley Smith Barney June 2012 - September 2012
Skills
Portfolio Management, Mutual Funds, Wealth Management, Bloomberg Terminal, Financial Advisory, Financial Analysis, Financial Modeling, Finance, Microsoft Excel, PowerPoint, Accounting, Access, Microsoft Word, Microsoft Office, Financial Accounting, Data Analysis, Training, Customer Service, Teamwork, Corporate Finance
Education
California Polytechnic State University-San Luis Obispo 2009 — 2013
Business Administration, Finance
Morgan Stanley Wealth Management August 2013 - Present
Orfalea College of Business Advising Center March 2012 - June 2013
Morgan Stanley Smith Barney June 2012 - September 2012
Skills
Portfolio Management, Mutual Funds, Wealth Management, Bloomberg Terminal, Financial Advisory, Financial Analysis, Financial Modeling, Finance, Microsoft Excel, PowerPoint, Accounting, Access, Microsoft Word, Microsoft Office, Financial Accounting, Data Analysis, Training, Customer Service, Teamwork, Corporate Finance
Education
California Polytechnic State University-San Luis Obispo 2009 — 2013
Business Administration, Finance
Haithem Ibrahim Haithem Ibrahim's Morgan Stanley Smith Barney Experience June 2008 - August 2008
Job UI/UX Design & Front End Engineer MatchMaker at Workbridge Associates
Industry Staffing and Recruiting
Experience
Workbridge Associates December 2014 - Present
Workbridge Associates July 2014 - Present
Workbridge Associates March 2013 - Present
Kovarus September 2012 - January 2013
Adept Events June 2011 - June 2012
Kramer Entertainment May 2009 - October 2011
Morgan Stanley Smith Barney June 2008 - August 2008
Skills
Social Media Marketing, Social Media, Marketing, Start-ups, VMware, Sales, Event Management, Recruiting, Networking, Customer Service, System Administration, Cloud Computing, Technical Recruiting, Marketing Strategy, Market Research, Lead Generation, Virtualization, Salesforce.com, Social Networking, Online Advertising, CRM, Cold Calling, Facebook, Account Management, Event Planning, Digital Strategy, Online Marketing, Public Relations
Education
California Polytechnic State University-San Luis Obispo 2007 — 2012
Bachelor of Science, Agribusiness, Marketing
Workbridge Associates December 2014 - Present
Workbridge Associates July 2014 - Present
Workbridge Associates March 2013 - Present
Kovarus September 2012 - January 2013
Adept Events June 2011 - June 2012
Kramer Entertainment May 2009 - October 2011
Morgan Stanley Smith Barney June 2008 - August 2008
Skills
Social Media Marketing, Social Media, Marketing, Start-ups, VMware, Sales, Event Management, Recruiting, Networking, Customer Service, System Administration, Cloud Computing, Technical Recruiting, Marketing Strategy, Market Research, Lead Generation, Virtualization, Salesforce.com, Social Networking, Online Advertising, CRM, Cold Calling, Facebook, Account Management, Event Planning, Digital Strategy, Online Marketing, Public Relations
Education
California Polytechnic State University-San Luis Obispo 2007 — 2012
Bachelor of Science, Agribusiness, Marketing
Benjamin (Binh) Tran's Morgan Stanley Smith Barney Experience January 2008 - April 2008
Job Escrow Coordinator at Lighthouse Escrow Inc.
Industry Real Estate
Experience
Lighthouse Escrow Inc. January 2015 - Present
Realty ONE Group May 2013 - Present
Bella Realty, Inc. June 2009 - Present
Northstar Real Estate and Financial Services, Inc. September 2008 - June 2009
Morgan Stanley Smith Barney January 2008 - April 2008
New Generation Oversea Study Center May 2006 - August 2007
Skills
Corporate Finance, Analysis, Microsoft Office, Business Analysis, Microsoft Excel, PowerPoint, Marketing, Team Leadership, Cross-functional Team..., Critical Thinking, Business Strategy, Marketing Strategy, Client Relations Skills, Real Estate Transactions, Real Estate Financing, First Time Home Buyers, Short Sales
Education
California State University-Long Beach 2011 — 2012
Master of Business Administration, Finance
California State University-Long Beach 2005 — 2010
Bachelor of Science, Finance, 3.7
Lighthouse Escrow Inc. January 2015 - Present
Realty ONE Group May 2013 - Present
Bella Realty, Inc. June 2009 - Present
Northstar Real Estate and Financial Services, Inc. September 2008 - June 2009
Morgan Stanley Smith Barney January 2008 - April 2008
New Generation Oversea Study Center May 2006 - August 2007
Skills
Corporate Finance, Analysis, Microsoft Office, Business Analysis, Microsoft Excel, PowerPoint, Marketing, Team Leadership, Cross-functional Team..., Critical Thinking, Business Strategy, Marketing Strategy, Client Relations Skills, Real Estate Transactions, Real Estate Financing, First Time Home Buyers, Short Sales
Education
California State University-Long Beach 2011 — 2012
Master of Business Administration, Finance
California State University-Long Beach 2005 — 2010
Bachelor of Science, Finance, 3.7
Carol Wikle, CFP ®, CIMA ®, CRPC Carol Wikle, CFP ®, CIMA ®, CRPC's Morgan Stanley Smith Barney Experience December 2007 - July 2013
Job Principal at Mirador Capital Partners
Industry Investment Management
Experience
Mirador Capital Partners July 2013 - Present
Morgan Stanley Smith Barney December 2007 - July 2013
Merrill Lynch October 1998 - December 2007
Skills
Strategic Planning, Project Management, Asset Management, Marketing Strategy, Business Strategy, New Business Development, Budgets, Investments, Series 7, Banking, Credit, Sales, Mutual Funds, Wealth Management, Marketing, Due Diligence, Leadership, Real Estate, Contract Negotiation, Public Speaking, Management, Business Development, Negotiation, Business Planning, Insurance, Retirement Planning, Strategic Financial..., Risk Management, Small Business, Real Estate Financing, Finance, Accounting, Strategy, Investment Management, Series 65, Entrepreneurship, Start-ups, Business Analysis
Education
California State University-East Bay 1996 — 1998
BA, Liberal Arts, Business
Mirador Capital Partners July 2013 - Present
Morgan Stanley Smith Barney December 2007 - July 2013
Merrill Lynch October 1998 - December 2007
Skills
Strategic Planning, Project Management, Asset Management, Marketing Strategy, Business Strategy, New Business Development, Budgets, Investments, Series 7, Banking, Credit, Sales, Mutual Funds, Wealth Management, Marketing, Due Diligence, Leadership, Real Estate, Contract Negotiation, Public Speaking, Management, Business Development, Negotiation, Business Planning, Insurance, Retirement Planning, Strategic Financial..., Risk Management, Small Business, Real Estate Financing, Finance, Accounting, Strategy, Investment Management, Series 65, Entrepreneurship, Start-ups, Business Analysis
Education
California State University-East Bay 1996 — 1998
BA, Liberal Arts, Business
Gina Leung Gina Leung's Morgan Stanley Smith Barney Experience 1989 - 1994
Job Exec Assistant for SVP, Oracle University
Industry Computer Software
Experience
Oracle America October 1997 - Present
Dillion Read 1994 - 1997
Morgan Stanley Smith Barney 1989 - 1994
Education
California State University-Hayward 1987 — 1989
Bachelor of Science (BS), New Ventures / Small Business Management
Oracle America October 1997 - Present
Dillion Read 1994 - 1997
Morgan Stanley Smith Barney 1989 - 1994
Education
California State University-Hayward 1987 — 1989
Bachelor of Science (BS), New Ventures / Small Business Management
Doug Van Deren Doug Van Deren's Morgan Stanley Smith Barney Experience July 1992 - December 2005
Job Christian Investment Advisor
Industry Investment Management
Experience
Wedbush Securities January 2006 - Present
Morgan Stanley Smith Barney July 1992 - December 2005
Douglas Van Deren, CPA (Inactive) July 1984 - December 1987
Skills
Estate Planning, Customer Service, Asset Allocation, Equities, Investments, Mutual Funds, Retirement Planning
Education
California State University-Sacramento
MBA, Business
Humboldt State University
BS, Business
Wedbush Securities January 2006 - Present
Morgan Stanley Smith Barney July 1992 - December 2005
Douglas Van Deren, CPA (Inactive) July 1984 - December 1987
Skills
Estate Planning, Customer Service, Asset Allocation, Equities, Investments, Mutual Funds, Retirement Planning
Education
California State University-Sacramento
MBA, Business
Humboldt State University
BS, Business
Louay A. Elhadj's Morgan Stanley Smith Barney Experience December 2010 - 2012
Job Financial Advisor at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. 2012 - Present
Morgan Stanley Smith Barney December 2010 - 2012
Education
California State University-Sacramento 1992 — 1995
BS, Strategic Management
UBS Financial Services, Inc. 2012 - Present
Morgan Stanley Smith Barney December 2010 - 2012
Education
California State University-Sacramento 1992 — 1995
BS, Strategic Management
Arlin Penner Arlin Penner's Morgan Stanley Smith Barney Experience July 1998 - June 2012
Job First Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2012 - Present
Morgan Stanley Smith Barney July 1998 - June 2012
Dean Witter June 1982 - June 1998
Skills
High Net Worth..., Retirement Planning, Asset Allocation, Wealth, Finance, Analysis, Retirement, Mutual Funds, Investment Strategies, Financial Advisory, Estate Investment..., Investment Planning
Education
The American College 1999 — 2000
Planning for Impact in the Context of Family wealth; Charitable Strategies; and Gift Planning
Cal State Fullerton 1967 — 1970
Cal Life Secondary Credential, Biology/Chemistry
Tabor College Hillsboro, KS 1965 — 1967
Bachelor's degree, Biology/Chemistry
California State University-Long Beach
Certified Specialist in Planned Giving, CSULB Foundation - American Institute of Philanthropy -
Wells Fargo Advisors June 2012 - Present
Morgan Stanley Smith Barney July 1998 - June 2012
Dean Witter June 1982 - June 1998
Skills
High Net Worth..., Retirement Planning, Asset Allocation, Wealth, Finance, Analysis, Retirement, Mutual Funds, Investment Strategies, Financial Advisory, Estate Investment..., Investment Planning
Education
The American College 1999 — 2000
Planning for Impact in the Context of Family wealth; Charitable Strategies; and Gift Planning
Cal State Fullerton 1967 — 1970
Cal Life Secondary Credential, Biology/Chemistry
Tabor College Hillsboro, KS 1965 — 1967
Bachelor's degree, Biology/Chemistry
California State University-Long Beach
Certified Specialist in Planned Giving, CSULB Foundation - American Institute of Philanthropy -
Kyle Jansen's Morgan Stanley Smith Barney Experience June 2009 - September 2009
Job Sales, Founding Team at SureStop
Industry Consumer Goods
Experience
SureStop June 2010 - Present
Morgan Stanley Smith Barney June 2009 - September 2009
QUIKSILVER INC June 2008 - September 2008
N/A June 2005 - June 2006
Lamppost Pizza June 2002 - June 2005
Skills
New Business Development, Microsoft Excel, Sales, Finance, Microsoft Office, Social Media Marketing, Microsoft Word, Strategy, Entrepreneurship, Start-ups, Financial Analysis, Financial Modeling, Facebook, Social Media, Social Networking, Marketing Strategy, Valuation, Marketing, PowerPoint, Leadership
Education
California Polytechnic State University-San Luis Obispo 2006 — 2009
Bachelor of Science, Finance
California State University-Long Beach - College of Business Administration 2010 — 2010
Bachelor of Science, Finance
SureStop June 2010 - Present
Morgan Stanley Smith Barney June 2009 - September 2009
QUIKSILVER INC June 2008 - September 2008
N/A June 2005 - June 2006
Lamppost Pizza June 2002 - June 2005
Skills
New Business Development, Microsoft Excel, Sales, Finance, Microsoft Office, Social Media Marketing, Microsoft Word, Strategy, Entrepreneurship, Start-ups, Financial Analysis, Financial Modeling, Facebook, Social Media, Social Networking, Marketing Strategy, Valuation, Marketing, PowerPoint, Leadership
Education
California Polytechnic State University-San Luis Obispo 2006 — 2009
Bachelor of Science, Finance
California State University-Long Beach - College of Business Administration 2010 — 2010
Bachelor of Science, Finance
Todd M Thorne Todd M Thorne's Morgan Stanley Smith Barney Experience August 1999 - April 2004
Job Thorne Trading & Investment Management
Industry Investment Management
Experience
Thorne Trading & Investment Management January 2011 - Present
Helix School District 2011 - 2015
Helix School District 2011 - 2015
M & T Thorne 1996 - 2012
Bisnett Insurance April 2004 - December 2010
Morgan Stanley Smith Barney August 1999 - April 2004
First Chicago Capital Markets June 1990 - July 1995
Skills
Insurance, Portfolio Management, Series 65, Uniform Combined State..., Asset Allocation, Investment Management, 401k Rollovers, Series 7, Investment Strategies, Retirement Planning, Investments, Investment Advisory, Alternative Investments, Financial Analysis, Wealth Management, Equities, Trading, Credit
Education
Northwestern University - Kellogg School of Management 1990 — 1993
MBA, Finance
California Polytechnic State University-San Luis Obispo 1984 — 1989
BS, Agriculture Management
Oregon Institute of Technology 1982 — 1984
Associate's Degree, Diesel Mechanics Technology/Technician
Thorne Trading & Investment Management January 2011 - Present
Helix School District 2011 - 2015
Helix School District 2011 - 2015
M & T Thorne 1996 - 2012
Bisnett Insurance April 2004 - December 2010
Morgan Stanley Smith Barney August 1999 - April 2004
First Chicago Capital Markets June 1990 - July 1995
Skills
Insurance, Portfolio Management, Series 65, Uniform Combined State..., Asset Allocation, Investment Management, 401k Rollovers, Series 7, Investment Strategies, Retirement Planning, Investments, Investment Advisory, Alternative Investments, Financial Analysis, Wealth Management, Equities, Trading, Credit
Education
Northwestern University - Kellogg School of Management 1990 — 1993
MBA, Finance
California Polytechnic State University-San Luis Obispo 1984 — 1989
BS, Agriculture Management
Oregon Institute of Technology 1982 — 1984
Associate's Degree, Diesel Mechanics Technology/Technician
Brendan Collins, CFA® Brendan Collins, CFA®'s Morgan Stanley Smith Barney Experience June 2010 - November 2012
Job VP, Wealth Manager at Frehner Wealth Management
Industry Investment Management
Experience
Frehner Wealth Management April 2013 - Present
Morgan Stanley Smith Barney June 2010 - November 2012
Pacific Life Insurance Company October 1996 - April 2009
Pacific Investment Management Company (PIMCO) January 1992 - October 1996
Skills
Fixed Income, Portfolio Management, Investments, Alternative Investments, Bonds, Capital Markets, Trading, Asset Allocation, Investment Strategies, Structured Products, Bloomberg, Asset Management, Hedge Funds, Securities, Financial Services, Credit Derivatives, Series 7, Credit, Derivatives, Mutual Funds, Hedging, Asset Managment
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1988 — 1992
BA, Emphasis in Finance
Frehner Wealth Management April 2013 - Present
Morgan Stanley Smith Barney June 2010 - November 2012
Pacific Life Insurance Company October 1996 - April 2009
Pacific Investment Management Company (PIMCO) January 1992 - October 1996
Skills
Fixed Income, Portfolio Management, Investments, Alternative Investments, Bonds, Capital Markets, Trading, Asset Allocation, Investment Strategies, Structured Products, Bloomberg, Asset Management, Hedge Funds, Securities, Financial Services, Credit Derivatives, Series 7, Credit, Derivatives, Mutual Funds, Hedging, Asset Managment
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1988 — 1992
BA, Emphasis in Finance
Ross Atefi, AAMS(R), CRPC(R)'s Morgan Stanley Smith Barney Experience February 2010 - July 2010
Job Private Wealth Advisor at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors January 2012 - Present
Lincoln Financial Advisors October 2010 - December 2011
Net Soft Inc January 2008 - January 2011
Morgan Stanley Smith Barney February 2010 - July 2010
Babyhaven.com April 2007 - August 2009
RE/MAX Real Estate Specialists September 2007 - May 2008
The Accessory Guys August 2006 - June 2007
Education
California State University-Long Beach 2006 — 2011
Bachelor's Degree, Investments, Cum Laude
Lincoln Financial Advisors January 2012 - Present
Lincoln Financial Advisors October 2010 - December 2011
Net Soft Inc January 2008 - January 2011
Morgan Stanley Smith Barney February 2010 - July 2010
Babyhaven.com April 2007 - August 2009
RE/MAX Real Estate Specialists September 2007 - May 2008
The Accessory Guys August 2006 - June 2007
Education
California State University-Long Beach 2006 — 2011
Bachelor's Degree, Investments, Cum Laude
Omar Awan Omar Awan's Morgan Stanley Smith Barney Experience April 2011 - December 2012
Job Broker Compensation Specialist at Kaiser Permanente
Industry Management Consulting
Experience
Kaiser Permanente November 2014 - Present
Macktech Enterprises May 2014 - October 2014
Warner Bros. Entertainment Group of Companies June 2013 - August 2013
Morgan Stanley Smith Barney April 2011 - December 2012
Macktech September 2010 - February 2011
Henry Mayo Newhall Memorial Hospital 2005 - 2008
Skills
Accounts Receivable, Microsoft Excel, Accounts Payable, Telephone Skills, Finance, Bookkeeping, Mutual Funds, Investments, Portfolio Management, Administration, Mac OS, Microsoft Office, Marketing Strategy, Leadership, Project Management, Customer Service
Education
California State University-Long Beach 2012 — 2014
Bachelor of Arts (B.A.), Political Science and Government/Communication Studies
Pasadena City College 2009 — 2011
Transfer Student, Political Science with additional courses in Accounting, Economics, Communications, Sociology
Saugus High School 2005 — 2009
Diploma
Kaiser Permanente November 2014 - Present
Macktech Enterprises May 2014 - October 2014
Warner Bros. Entertainment Group of Companies June 2013 - August 2013
Morgan Stanley Smith Barney April 2011 - December 2012
Macktech September 2010 - February 2011
Henry Mayo Newhall Memorial Hospital 2005 - 2008
Skills
Accounts Receivable, Microsoft Excel, Accounts Payable, Telephone Skills, Finance, Bookkeeping, Mutual Funds, Investments, Portfolio Management, Administration, Mac OS, Microsoft Office, Marketing Strategy, Leadership, Project Management, Customer Service
Education
California State University-Long Beach 2012 — 2014
Bachelor of Arts (B.A.), Political Science and Government/Communication Studies
Pasadena City College 2009 — 2011
Transfer Student, Political Science with additional courses in Accounting, Economics, Communications, Sociology
Saugus High School 2005 — 2009
Diploma
Larissa Delgadillo Ochoa, PMP's Morgan Stanley Smith Barney Experience 2000 - 2001
Job Project Manager at Wells Fargo
Industry Biotechnology
Experience
Wells Fargo March 2015 - Present
Thermo Fisher Scientific February 2013 - January 2015
Life Technologies 2008 - 2013
Applied Biosystems 2006 - 2008
Morgan Stanley Smith Barney 2000 - 2001
Franklin Templeton Investments 1997 - 2000
Skills
Cross-functional Team..., Program Management, Biotechnology, Management, Leadership, Project Management, Quality Assurance, Business Analysis, Process Improvement, Business Development, E-commerce, Life Sciences, Lifesciences, Commercialization, Product Management, Medical Devices, B2B, Genomics, Biopharmaceuticals, FDA, Validation, Product Development, Data Analysis, Pharmaceutical Industry, Technology Transfer, DNA, Hardware Diagnostics, B2B Marketing, B2B Marketing Strategy, Business Intelligence, Integration, Agile Methodologies, Cloud Computing, Drive for Success, Global Solutions, International Business, Requirements Analysis, Salesforce.com, Solution Implementation, Solution Selling, Vendor Management, Regulatory Compliance
Education
California State University-East Bay
Business Administration
Wells Fargo March 2015 - Present
Thermo Fisher Scientific February 2013 - January 2015
Life Technologies 2008 - 2013
Applied Biosystems 2006 - 2008
Morgan Stanley Smith Barney 2000 - 2001
Franklin Templeton Investments 1997 - 2000
Skills
Cross-functional Team..., Program Management, Biotechnology, Management, Leadership, Project Management, Quality Assurance, Business Analysis, Process Improvement, Business Development, E-commerce, Life Sciences, Lifesciences, Commercialization, Product Management, Medical Devices, B2B, Genomics, Biopharmaceuticals, FDA, Validation, Product Development, Data Analysis, Pharmaceutical Industry, Technology Transfer, DNA, Hardware Diagnostics, B2B Marketing, B2B Marketing Strategy, Business Intelligence, Integration, Agile Methodologies, Cloud Computing, Drive for Success, Global Solutions, International Business, Requirements Analysis, Salesforce.com, Solution Implementation, Solution Selling, Vendor Management, Regulatory Compliance
Education
California State University-East Bay
Business Administration
Amber Lopez Amber Lopez's Morgan Stanley Smith Barney Experience January 2011 - June 2011
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2012 - Present
LPL Financial December 2011 - November 2012
Morgan Stanley Smith Barney January 2011 - June 2011
Valley Christian High School - Cerritos, CA October 2009 - February 2010
Education
University of California, Los Angeles 2010 — 2012
Bachelor of Arts (BA), Economics
Cypress College 2009 — 2010
Associates, Math and Science
California State University San Marcos 2008 — 2009
Business Administration, Finance
Morgan Stanley Wealth Management August 2012 - Present
LPL Financial December 2011 - November 2012
Morgan Stanley Smith Barney January 2011 - June 2011
Valley Christian High School - Cerritos, CA October 2009 - February 2010
Education
University of California, Los Angeles 2010 — 2012
Bachelor of Arts (BA), Economics
Cypress College 2009 — 2010
Associates, Math and Science
California State University San Marcos 2008 — 2009
Business Administration, Finance
Jamila Ann Bascon Jamila Ann Bascon's Morgan Stanley Smith Barney Experience November 2011 - April 2012
Job Surgical Coordinator at Eye Physicians of Long Beach
Industry Medical Practice
Experience
Eye Physicians of Long Beach March 2014 - Present
Eye Physicians of Long Beach March 2014 - Present
Hertzog Eye Center April 2012 - February 2014
Morgan Stanley Smith Barney November 2011 - April 2012
Port of Long Beach June 2011 - September 2011
Skills
Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Next Gen, Social Networking, Customer Service, Management, Medical Records, Research, Leadership
Education
California State University-Long Beach 2007 — 2011
Bachelor of Arts, Communication Studies
Eye Physicians of Long Beach March 2014 - Present
Eye Physicians of Long Beach March 2014 - Present
Hertzog Eye Center April 2012 - February 2014
Morgan Stanley Smith Barney November 2011 - April 2012
Port of Long Beach June 2011 - September 2011
Skills
Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Next Gen, Social Networking, Customer Service, Management, Medical Records, Research, Leadership
Education
California State University-Long Beach 2007 — 2011
Bachelor of Arts, Communication Studies
David van der Roest's Morgan Stanley Smith Barney Experience September 2008 - March 2009
Job Partnership Development & CoFounder at Batavia Research
Industry Internet
Experience
Batavia Research February 2013 - Present
Cadence9 September 2009 - Present
Peak Expeditions October 2012 - February 2013
Morgan Stanley Smith Barney September 2008 - March 2009
vdR Group, Inc. May 2006 - September 2008
Brain Stash February 2005 - March 2007
Skills
Business Development, Web Marketing, Marketing Strategy, Strategic Partnerships, Lead Generation, New Business Development, Entrepreneurship, Marketing, Online Advertising, Social Media Marketing, Market Research, Strategic Planning, Social Media, Business Strategy, Sales, Strategic Alliances, SaaS, Product Management, Start-ups, Salesforce.com, Content Management, Online Marketing, Data-as-a-Service, Competitive Analysis, Product Marketing, Cloud Computing, Analytics
Education
California State University-Fullerton - College of Business and Economics 2007 — 2009
Bachelor of Arts, Business Finance
Santa Ana College 2004 — 2007
Associate Degree, Business
Batavia Research February 2013 - Present
Cadence9 September 2009 - Present
Peak Expeditions October 2012 - February 2013
Morgan Stanley Smith Barney September 2008 - March 2009
vdR Group, Inc. May 2006 - September 2008
Brain Stash February 2005 - March 2007
Skills
Business Development, Web Marketing, Marketing Strategy, Strategic Partnerships, Lead Generation, New Business Development, Entrepreneurship, Marketing, Online Advertising, Social Media Marketing, Market Research, Strategic Planning, Social Media, Business Strategy, Sales, Strategic Alliances, SaaS, Product Management, Start-ups, Salesforce.com, Content Management, Online Marketing, Data-as-a-Service, Competitive Analysis, Product Marketing, Cloud Computing, Analytics
Education
California State University-Fullerton - College of Business and Economics 2007 — 2009
Bachelor of Arts, Business Finance
Santa Ana College 2004 — 2007
Associate Degree, Business
Neil Ratwani Neil Ratwani's Morgan Stanley Smith Barney Experience February 2010 - February 2011
Job Administrative Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2011 - Present
Morgan Stanley Smith Barney February 2010 - February 2011
Smith Barney March 2006 - February 2010
Smith Barney May 2004 - March 2006
Smith Barney March 2003 - May 2004
Smith Barney March 2002 - March 2003
Smith Barney May 2000 - March 2002
Smith Barney March 1999 - May 2000
R-Tec September 1994 - December 1999
Skills
Series 3, Series 7, Series 9, Series 10, Series 63, Series 66, FINRA, Mutual Funds, Securities, Uniform Combined State..., Wealth Management, Investment Advisory, Financial Services, Finance
Education
California State University-Fullerton 1998 — 2002
Master of Business Administration (MBA), General Studies
University of California, Irvine 1994 — 1998
Bachelor of Science (B.S.), Computer and Information Sciences, General
Merrill Lynch March 2011 - Present
Morgan Stanley Smith Barney February 2010 - February 2011
Smith Barney March 2006 - February 2010
Smith Barney May 2004 - March 2006
Smith Barney March 2003 - May 2004
Smith Barney March 2002 - March 2003
Smith Barney May 2000 - March 2002
Smith Barney March 1999 - May 2000
R-Tec September 1994 - December 1999
Skills
Series 3, Series 7, Series 9, Series 10, Series 63, Series 66, FINRA, Mutual Funds, Securities, Uniform Combined State..., Wealth Management, Investment Advisory, Financial Services, Finance
Education
California State University-Fullerton 1998 — 2002
Master of Business Administration (MBA), General Studies
University of California, Irvine 1994 — 1998
Bachelor of Science (B.S.), Computer and Information Sciences, General
Cristian Iglecias Cristian Iglecias's Morgan Stanley Smith Barney Experience April 2004 - August 2010
Job Script Consultant at Bron Studios
Industry Entertainment
Experience
Bron Studios June 2015 - Present
Garlin Pictures / Independent August 2010 - Present
David Tunkl Fine Art August 2010 - February 2015
Morgan Stanley Smith Barney April 2004 - August 2010
Fisher Investments December 2001 - April 2004
MTV September 2000 - January 2001
Club Med October 1999 - September 2000
Red Hour Films May 1999 - September 1999
Skills
Series 7, Television, New Business Development, Social Media, Management, Film, Start-ups, Marketing, Research, Film Production, Creative Writing, Commercials, Music Supervision, Photography, Sales, Entertainment, Training, Digital Media, Radio, Voice Acting, Script Coverage, Script Notes, Pitch Development, Pitching Stories, Writing, Film Criticism, Film Festivals, Script Supervision, Operations Management, Office Management, Production Managment, Producing, Post Production, Screenwriting, Camera, Content Development, Blogging, Feature Films, Copywriting, Final Cut Pro, Video Production, New Media
Education
University of California, Santa Barbara 1993 — 1995
Psychology
California State University-Northridge 1996 — 1999
Bachelor of Arts (BA), Literature & Creative Writing
Santa Monica College 2006 — 2007
Photography
Los Angeles Valley College 2010 — 2010
Emergency Medical Technology/Technician (EMT Paramedic)
Bron Studios June 2015 - Present
Garlin Pictures / Independent August 2010 - Present
David Tunkl Fine Art August 2010 - February 2015
Morgan Stanley Smith Barney April 2004 - August 2010
Fisher Investments December 2001 - April 2004
MTV September 2000 - January 2001
Club Med October 1999 - September 2000
Red Hour Films May 1999 - September 1999
Skills
Series 7, Television, New Business Development, Social Media, Management, Film, Start-ups, Marketing, Research, Film Production, Creative Writing, Commercials, Music Supervision, Photography, Sales, Entertainment, Training, Digital Media, Radio, Voice Acting, Script Coverage, Script Notes, Pitch Development, Pitching Stories, Writing, Film Criticism, Film Festivals, Script Supervision, Operations Management, Office Management, Production Managment, Producing, Post Production, Screenwriting, Camera, Content Development, Blogging, Feature Films, Copywriting, Final Cut Pro, Video Production, New Media
Education
University of California, Santa Barbara 1993 — 1995
Psychology
California State University-Northridge 1996 — 1999
Bachelor of Arts (BA), Literature & Creative Writing
Santa Monica College 2006 — 2007
Photography
Los Angeles Valley College 2010 — 2010
Emergency Medical Technology/Technician (EMT Paramedic)
Patty Estopinal's Morgan Stanley Smith Barney Experience December 1985 - May 2012
Job Director & Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. May 2012 - Present
Morgan Stanley Smith Barney December 1985 - May 2012
Xerox June 1981 - November 1985
State of California June 1980 - September 1980
Skills
Wealth Management, Securities, Equities, Management, Nonprofits, Series 7, Investments, Mutual Funds, Investment Advisory, Finance, Strategic Financial..., Public Speaking, Coaching, Asset Management, Retirement, Wealth Management..., Portfolio Management, Asset Allocation, Retirement Planning, Alternative Investments, Strategy, Investment Strategies, FINRA, Series 63, Investment Management
Education
California State University-Sacramento 1977 — 1981
Bachelor of Science (BS), Business Administration
Wharton School of Business 2006 — 2006
Certified Investment Management Analyst, Executive Education Program
Robert W. Baird & Co. May 2012 - Present
Morgan Stanley Smith Barney December 1985 - May 2012
Xerox June 1981 - November 1985
State of California June 1980 - September 1980
Skills
Wealth Management, Securities, Equities, Management, Nonprofits, Series 7, Investments, Mutual Funds, Investment Advisory, Finance, Strategic Financial..., Public Speaking, Coaching, Asset Management, Retirement, Wealth Management..., Portfolio Management, Asset Allocation, Retirement Planning, Alternative Investments, Strategy, Investment Strategies, FINRA, Series 63, Investment Management
Education
California State University-Sacramento 1977 — 1981
Bachelor of Science (BS), Business Administration
Wharton School of Business 2006 — 2006
Certified Investment Management Analyst, Executive Education Program
Timothy Duir, CPA's Morgan Stanley Smith Barney Experience May 2010 - June 2010
Job Senior Financial Analyst Distribution Finance at The Walt Disney Company
Industry Entertainment
Experience
The Walt Disney Company July 2014 - Present
The Walt Disney Company July 2012 - July 2014
The Walt Disney Company June 2010 - May 2012
Morgan Stanley Smith Barney May 2010 - June 2010
Skills
Accounting, Customer Service, Audit, Process Improvement, Auditing, Finance, Financial Reporting, Financial Analysis, Consumer Products, Film Industry, Theme Parks Industry, Strategic Financial..., Consolidation, Sarbanes-Oxley Act, Internal Controls, SAP, Financial Modeling, Variance Analysis, Cash Flow, Financial Accounting, Financial Forecasting
Education
California State University-Fullerton 2008 — 2012
BA, Accounting
The Walt Disney Company July 2014 - Present
The Walt Disney Company July 2012 - July 2014
The Walt Disney Company June 2010 - May 2012
Morgan Stanley Smith Barney May 2010 - June 2010
Skills
Accounting, Customer Service, Audit, Process Improvement, Auditing, Finance, Financial Reporting, Financial Analysis, Consumer Products, Film Industry, Theme Parks Industry, Strategic Financial..., Consolidation, Sarbanes-Oxley Act, Internal Controls, SAP, Financial Modeling, Variance Analysis, Cash Flow, Financial Accounting, Financial Forecasting
Education
California State University-Fullerton 2008 — 2012
BA, Accounting
Kristin Hertwig Kristin Hertwig's Morgan Stanley Smith Barney Experience August 2010 - January 2011
Job Warehouse Lending at Banc of California, NA
Industry Financial Services
Experience
Banc of California August 2013 - Present
CashCall Mortgage February 2013 - June 2013
Sun West Mortgage Company 2012 - February 2013
Center for the study of Emerging Markets January 2012 - June 2012
Morgan Stanley Smith Barney August 2010 - January 2011
Argent Mortgage October 2005 - March 2007
Thee Exclusive Group June 2005 - October 2005
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Java, Teamwork, HTML, Research, Working Capital...
Education
California State University-Fullerton 2010 — 2012
Bachelor of Arts, Finance
HfWU Nurtingen-Geislingen University, Germany 2011 — 2011
Studied Abroad, General International Business Program
Fullerton College 2008 — 2010
Associate's degree, Business Administration and Management, General
Banc of California August 2013 - Present
CashCall Mortgage February 2013 - June 2013
Sun West Mortgage Company 2012 - February 2013
Center for the study of Emerging Markets January 2012 - June 2012
Morgan Stanley Smith Barney August 2010 - January 2011
Argent Mortgage October 2005 - March 2007
Thee Exclusive Group June 2005 - October 2005
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Java, Teamwork, HTML, Research, Working Capital...
Education
California State University-Fullerton 2010 — 2012
Bachelor of Arts, Finance
HfWU Nurtingen-Geislingen University, Germany 2011 — 2011
Studied Abroad, General International Business Program
Fullerton College 2008 — 2010
Associate's degree, Business Administration and Management, General
Louis Tedesco Louis Tedesco's Morgan Stanley Smith Barney Experience September 2008 - Present
Job Senior Client Service Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney September 2008 - Present
Energy America Incorporated May 1989 - October 1995
Shielding Systems Incorporated April 1988 - April 1989
Dravo Corporation September 1985 - April 1988
Fluor Corporation August 1981 - September 1985
Education
Northeastern University - Graduate School of Business Administration
Graduate, Executive Management Development Program
California Polytechnic State University-San Luis Obispo
Bachelor of Science (BS), Engineering
RCA Institute, New York City
Associate of Arts (AA), Electronics
Morgan Stanley Smith Barney September 2008 - Present
Energy America Incorporated May 1989 - October 1995
Shielding Systems Incorporated April 1988 - April 1989
Dravo Corporation September 1985 - April 1988
Fluor Corporation August 1981 - September 1985
Education
Northeastern University - Graduate School of Business Administration
Graduate, Executive Management Development Program
California Polytechnic State University-San Luis Obispo
Bachelor of Science (BS), Engineering
RCA Institute, New York City
Associate of Arts (AA), Electronics
Dennis David, MPA Dennis David, MPA's Morgan Stanley Smith Barney Experience March 2006 - June 2006
Job College Academic Advisor/Tech Specialist at University of California, Riverside
Industry Higher Education
Experience
University of California, Riverside January 2014 - Present
University of California, Riverside June 2007 - January 2014
UC Riverside July 2006 - June 2007
Morgan Stanley Smith Barney March 2006 - June 2006
UC Irvine May 2005 - June 2006
California State Assembly June 2005 - August 2005
United Parcel Service April 2000 - August 2004
Skills
Public Speaking, Research, Higher Education, Microsoft Office, Community Outreach, Event Planning, PowerPoint, Analysis, Microsoft Excel, Non-profits, Customer Service, Teaching, Fundraising, Student Affairs
Education
California State University-Fullerton 2007 — 2010
MPA, Public Administration-Public Finance Concentration
University of California, Irvine 2004 — 2006
B.A., Economics
University of California, Riverside January 2014 - Present
University of California, Riverside June 2007 - January 2014
UC Riverside July 2006 - June 2007
Morgan Stanley Smith Barney March 2006 - June 2006
UC Irvine May 2005 - June 2006
California State Assembly June 2005 - August 2005
United Parcel Service April 2000 - August 2004
Skills
Public Speaking, Research, Higher Education, Microsoft Office, Community Outreach, Event Planning, PowerPoint, Analysis, Microsoft Excel, Non-profits, Customer Service, Teaching, Fundraising, Student Affairs
Education
California State University-Fullerton 2007 — 2010
MPA, Public Administration-Public Finance Concentration
University of California, Irvine 2004 — 2006
B.A., Economics
Mike Toy Mike Toy's Morgan Stanley Smith Barney Experience October 2000 - May 2002
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial May 2014 - Present
Ameriprise Financial Services, Inc. July 2002 - April 2014
Morgan Stanley Smith Barney October 2000 - May 2002
Franklin Templeton Investments August 1999 - September 2000
Skills
Retirement Planning, Investments, Series 7, Retirement, Wealth Management, Investment Advisory, Financial Goals, Mutual Funds, Financial Advisory, Series 63, Asset Allocation, Strategic Financial..., Fixed Annuities, Investment Strategies, 401k, Series 65, Securities, IRAs, 401k Rollovers, 529 Plans, Socially Responsible...
Education
California Polytechnic State University-San Luis Obispo 1995 — 1999
Bachelor of Science (B.A.)
Carlmont High School 1990 — 1994
LPL Financial May 2014 - Present
Ameriprise Financial Services, Inc. July 2002 - April 2014
Morgan Stanley Smith Barney October 2000 - May 2002
Franklin Templeton Investments August 1999 - September 2000
Skills
Retirement Planning, Investments, Series 7, Retirement, Wealth Management, Investment Advisory, Financial Goals, Mutual Funds, Financial Advisory, Series 63, Asset Allocation, Strategic Financial..., Fixed Annuities, Investment Strategies, 401k, Series 65, Securities, IRAs, 401k Rollovers, 529 Plans, Socially Responsible...
Education
California Polytechnic State University-San Luis Obispo 1995 — 1999
Bachelor of Science (B.A.)
Carlmont High School 1990 — 1994
Kevin J. Caputo, CIMA®, CFP® Kevin J. Caputo, CIMA®, CFP®'s Morgan Stanley Smith Barney Experience June 2006 - February 2009
Job Senior Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2009 - Present
Morgan Stanley Smith Barney June 2006 - February 2009
Merrill Lynch January 2000 - June 2006
Skills
Investments, Finance, Financial Services, Alternative Investments, Financial Advisory, Insurance, Risk Management, Wealth, Entrepreneurship, Management, ETFs, Bonds, Retirement Planning
Education
California Lutheran University
Bachelors, Business
Wharton School of Business
Investment Management Consultants Association (IMCA ®) Certification Program
Wells Fargo Advisors, LLC February 2009 - Present
Morgan Stanley Smith Barney June 2006 - February 2009
Merrill Lynch January 2000 - June 2006
Skills
Investments, Finance, Financial Services, Alternative Investments, Financial Advisory, Insurance, Risk Management, Wealth, Entrepreneurship, Management, ETFs, Bonds, Retirement Planning
Education
California Lutheran University
Bachelors, Business
Wharton School of Business
Investment Management Consultants Association (IMCA ®) Certification Program
Brandon Verwolf's Morgan Stanley Smith Barney Experience May 2000 - June 2001
Job ERP Consultant in the Printing and Packaging Industry
Industry Packaging and Containers
Experience
Epicor Software Corp August 2002 - Present
Allmerica Financial (The Hanover Insurance Group) July 2001 - July 2002
Morgan Stanley Smith Barney May 2000 - June 2001
VantagePoint (Solarsoft for Packaging) January 1998 - April 2000
Mid-America Packaging 1995 - 1997
Skills
Project Management, Change Management, ERP, Business Analysis, Corrugated, Account Management, Sales Presentations, Sales, Product Demonstration, Pre-sales, Sales Operations, Solution Selling, CRM, B2B, Salesforce.com, Process Improvement, Management, New Business Development, Product Development
Education
Northwest Missouri State University 1994 — 1996
B.S., International Business
Calvin College 1992 — 1994
Epicor Software Corp August 2002 - Present
Allmerica Financial (The Hanover Insurance Group) July 2001 - July 2002
Morgan Stanley Smith Barney May 2000 - June 2001
VantagePoint (Solarsoft for Packaging) January 1998 - April 2000
Mid-America Packaging 1995 - 1997
Skills
Project Management, Change Management, ERP, Business Analysis, Corrugated, Account Management, Sales Presentations, Sales, Product Demonstration, Pre-sales, Sales Operations, Solution Selling, CRM, B2B, Salesforce.com, Process Improvement, Management, New Business Development, Product Development
Education
Northwest Missouri State University 1994 — 1996
B.S., International Business
Calvin College 1992 — 1994
David Oh, CPA David Oh, CPA's Morgan Stanley Smith Barney Experience January 2007 - March 2007
Job
Industry Financial Services
Experience
Center for Corporate Reporting & Governance February 2012 - December 2012
Pacific Life June 2011 - August 2011
Hana Financial, Inc. 2007 - 2008
Morgan Stanley Smith Barney January 2007 - March 2007
Skills
Financial Analysis, Finance, Accounts Receivable, Microsoft Excel, Corporate Finance, Financial Reporting, Accounting, Tax, Internal Controls, Auditing, Financial Accounting, QuickBooks, US GAAP, SEC filings, SEC Filings
Education
California State University-Fullerton - College of Business and Economics 2010 — 2012
Master of Science, Accountancy
University of California, Santa Cruz 2002 — 2007
B.A., Business Management & Economics
Center for Corporate Reporting & Governance February 2012 - December 2012
Pacific Life June 2011 - August 2011
Hana Financial, Inc. 2007 - 2008
Morgan Stanley Smith Barney January 2007 - March 2007
Skills
Financial Analysis, Finance, Accounts Receivable, Microsoft Excel, Corporate Finance, Financial Reporting, Accounting, Tax, Internal Controls, Auditing, Financial Accounting, QuickBooks, US GAAP, SEC filings, SEC Filings
Education
California State University-Fullerton - College of Business and Economics 2010 — 2012
Master of Science, Accountancy
University of California, Santa Cruz 2002 — 2007
B.A., Business Management & Economics
Dillon Hughes Dillon Hughes's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Administrative Assistant at Real Property Management
Industry Legal Services
Experience
Real Property Management August 2013 - June 2015
Rasmussen Law Firm June 2012 - September 2012
City Attorney of Orange July 2011 - August 2011
Morgan Stanley Smith Barney June 2011 - August 2011
Skills
Team Management, Organizational..., Critical Thinking, Public Speaking, Legal Research, Problem Solving, Microsoft Word, Customer Service, Time Management, PowerPoint, Microsoft Excel, Research, Microsoft Office, Social Media
Education
California Polytechnic State University-San Luis Obispo 2011 — 2015
Bachelor of Arts (BA) (In Progress), Political Science and Government
California Polytechnic State University-San Luis Obispo 2011 — 2014
Bachelor of Arts (B.A.), Political Science and Government
Real Property Management August 2013 - June 2015
Rasmussen Law Firm June 2012 - September 2012
City Attorney of Orange July 2011 - August 2011
Morgan Stanley Smith Barney June 2011 - August 2011
Skills
Team Management, Organizational..., Critical Thinking, Public Speaking, Legal Research, Problem Solving, Microsoft Word, Customer Service, Time Management, PowerPoint, Microsoft Excel, Research, Microsoft Office, Social Media
Education
California Polytechnic State University-San Luis Obispo 2011 — 2015
Bachelor of Arts (BA) (In Progress), Political Science and Government
California Polytechnic State University-San Luis Obispo 2011 — 2014
Bachelor of Arts (B.A.), Political Science and Government
Jeffrey Lang, CFP®'s Morgan Stanley Smith Barney Experience August 1994 - October 1995
Job Director of Wealth Management, Principal at Seneschal Advisors, LLC
Industry Financial Services
Experience
Seneschal Advisors, LLC January 2012 - Present
Charles Schwab August 2000 - January 2012
Charles Schwab October 1995 - August 2000
Morgan Stanley Smith Barney August 1994 - October 1995
Skills
Strategic Financial..., Wealth Management, Retirement, Financial Advisory, Wealth, Series 7, Investment Advisory, Retirement Planning, Asset Allocation, Insurance, FINRA, Asset Management, Personal Finance, Investment Management, Mutual Funds, Investment Strategies, 401k, Portfolio Management, Finance, Wealth Management..., Securities, Series 65
Education
California State University-Dominguez Hills 2007 — 2009
MBA, Business Administration/Finance
CFP Board - Certified Financial Planner Board of Standards 2002 — 2003
Certified Financial Planner, Financial Planning
CFA Institute (Chartered Financial Analyst) 1998 — 1999
Passed level 1 of the CFA (Chartered Financial Analyst) examination, Finance
Washington State University - College of Business and Economics 1991 — 1993
BA, Business Administration/Economics
Seneschal Advisors, LLC January 2012 - Present
Charles Schwab August 2000 - January 2012
Charles Schwab October 1995 - August 2000
Morgan Stanley Smith Barney August 1994 - October 1995
Skills
Strategic Financial..., Wealth Management, Retirement, Financial Advisory, Wealth, Series 7, Investment Advisory, Retirement Planning, Asset Allocation, Insurance, FINRA, Asset Management, Personal Finance, Investment Management, Mutual Funds, Investment Strategies, 401k, Portfolio Management, Finance, Wealth Management..., Securities, Series 65
Education
California State University-Dominguez Hills 2007 — 2009
MBA, Business Administration/Finance
CFP Board - Certified Financial Planner Board of Standards 2002 — 2003
Certified Financial Planner, Financial Planning
CFA Institute (Chartered Financial Analyst) 1998 — 1999
Passed level 1 of the CFA (Chartered Financial Analyst) examination, Finance
Washington State University - College of Business and Economics 1991 — 1993
BA, Business Administration/Economics
Ronald Coleman Ronald Coleman's Morgan Stanley Smith Barney Experience July 2004 - September 2009
Job LPL Financial Advisor Ronald Coleman Advisors
Industry Capital Markets
Experience
LPL Financial Advisor - Ronald Coleman Advisors October 2013 - Present
Crowell, Weedon & Co. September 2009 - October 2013
Morgan Stanley Smith Barney July 2004 - September 2009
Epitaph May 1997 - July 2004
Never Records Group December 1995 - September 1996
SST & CRUZ Records February 1988 - November 1995
KCRW 1984 - 1990
Jem Records West July 1987 - January 1988
Rhino Records Westwood January 1987 - June 1987
BAM, LA Reader, Music Connection 1984 - 1987
Skills
Portfolio Management, Series 63, Investments, Entertainment, Real Estate, Investment Advisory, Strategy, Wealth Management, Series 7, Estate Planning, Mutual Funds, Strategic Financial..., Equities, Retirement, Strategic Planning, Leadership, Asset Management, Retirement Planning, Sales, Securities, Music, Alternative Investments, 401k
Education
California State Polytechnic University-Pomona 1980 — 1983
B.S., Communications
New York City Community College 1976 — 1978
A.A.S., Engineering
LPL Financial Advisor - Ronald Coleman Advisors October 2013 - Present
Crowell, Weedon & Co. September 2009 - October 2013
Morgan Stanley Smith Barney July 2004 - September 2009
Epitaph May 1997 - July 2004
Never Records Group December 1995 - September 1996
SST & CRUZ Records February 1988 - November 1995
KCRW 1984 - 1990
Jem Records West July 1987 - January 1988
Rhino Records Westwood January 1987 - June 1987
BAM, LA Reader, Music Connection 1984 - 1987
Skills
Portfolio Management, Series 63, Investments, Entertainment, Real Estate, Investment Advisory, Strategy, Wealth Management, Series 7, Estate Planning, Mutual Funds, Strategic Financial..., Equities, Retirement, Strategic Planning, Leadership, Asset Management, Retirement Planning, Sales, Securities, Music, Alternative Investments, 401k
Education
California State Polytechnic University-Pomona 1980 — 1983
B.S., Communications
New York City Community College 1976 — 1978
A.A.S., Engineering
Sabrina Beneroso Sabrina Beneroso's Morgan Stanley Smith Barney Experience 2008 - 2009
Job Finance Manager at OMD USA
Industry Public Relations and Communications
Experience
OMD USA July 2014 - Present
Edelman January 2012 - June 2014
Bank of America November 2010 - February 2012
Morgan Stanley Smith Barney 2008 - 2009
Fort hill construction 2006 - 2009
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Financial Reporting, Economics, Forecasting, Analysis, Investments, Microsoft Excel, Risk Management, Strategy, Budgets, Due Diligence, Project Management
Education
California State University-Northridge 2007 — 2009
Bachelor of Arts (B.A.), Economics
OMD USA July 2014 - Present
Edelman January 2012 - June 2014
Bank of America November 2010 - February 2012
Morgan Stanley Smith Barney 2008 - 2009
Fort hill construction 2006 - 2009
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Financial Reporting, Economics, Forecasting, Analysis, Investments, Microsoft Excel, Risk Management, Strategy, Budgets, Due Diligence, Project Management
Education
California State University-Northridge 2007 — 2009
Bachelor of Arts (B.A.), Economics
Lance Nassau's Morgan Stanley Smith Barney Experience February 2011 - December 2013
Job Real Estate Agent at Keller Williams
Industry Real Estate
Experience
Keller Williams December 2013 - Present
Morgan Stanley Smith Barney February 2011 - December 2013
Tax & Financial Group September 2010 - November 2010
Tax & Financial Group June 2009 - August 2009
Pacific Financial Planners, LLC. May 2006 - August 2006
Skills
Sales, Marketing, Microsoft Office, Customer Service, Strategic Financial..., Finance, Investments, Series 7, Retirement Planning, Mutual Funds, 401k, Financial Advisory, Leadership, Asset Management, Microsoft Excel, PowerPoint, Social Media, Securities, Social Media Marketing, Microsoft Word, Event Planning, Residential Homes, First Time Home Buyers, First Time Home Sellers, Real Estate Transactions, Real Estate, Short Sales, Investment Properties
Education
California State University-Chico 2005 — 2010
Business Administration, Management
Charles University in Prague 2007 — 2008
Università degli Studi di Torino 2007 — 2008
Keller Williams December 2013 - Present
Morgan Stanley Smith Barney February 2011 - December 2013
Tax & Financial Group September 2010 - November 2010
Tax & Financial Group June 2009 - August 2009
Pacific Financial Planners, LLC. May 2006 - August 2006
Skills
Sales, Marketing, Microsoft Office, Customer Service, Strategic Financial..., Finance, Investments, Series 7, Retirement Planning, Mutual Funds, 401k, Financial Advisory, Leadership, Asset Management, Microsoft Excel, PowerPoint, Social Media, Securities, Social Media Marketing, Microsoft Word, Event Planning, Residential Homes, First Time Home Buyers, First Time Home Sellers, Real Estate Transactions, Real Estate, Short Sales, Investment Properties
Education
California State University-Chico 2005 — 2010
Business Administration, Management
Charles University in Prague 2007 — 2008
Università degli Studi di Torino 2007 — 2008
Heather Shah's Morgan Stanley Smith Barney Experience September 2009 - December 2009
Job Client Service Associate at Vista Wealth Management, LLC
Industry Financial Services
Experience
Vista Wealth Management November 2013 - Present
Polaris Wealth Advisers, LLC May 2012 - October 2013
Carion Doty CPA LLP August 2011 - July 2012
Atherton Lane Advisers LLC December 2010 - July 2011
Morgan Stanley Smith Barney September 2009 - December 2009
Skills
Quickbooks, UltraTax, FIN Accounting Systems, Excel, Microsoft Word, Microsoft, Thompson Rueters..., Outlook, Time Management, SalesForce.com, Outstanding Customer..., Communication Skills, Access, Personal Tax, Corporate Tax, Investment Strategies, Investment Management, Organizational Skills
Education
California State University-Stanislaus 2006 — 2010
Bachelor's of Science, Business Administration
Vista Wealth Management November 2013 - Present
Polaris Wealth Advisers, LLC May 2012 - October 2013
Carion Doty CPA LLP August 2011 - July 2012
Atherton Lane Advisers LLC December 2010 - July 2011
Morgan Stanley Smith Barney September 2009 - December 2009
Skills
Quickbooks, UltraTax, FIN Accounting Systems, Excel, Microsoft Word, Microsoft, Thompson Rueters..., Outlook, Time Management, SalesForce.com, Outstanding Customer..., Communication Skills, Access, Personal Tax, Corporate Tax, Investment Strategies, Investment Management, Organizational Skills
Education
California State University-Stanislaus 2006 — 2010
Bachelor's of Science, Business Administration
Susan Dagnese Susan Dagnese's Morgan Stanley Smith Barney Experience April 2011 - April 2013
Job Financial Advisor Wealth Management
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2011 - April 2013
EF Hutton December 1986 - August 1990
Procter & Gamble January 1985 - December 1986
Skills
Series 7
Education
California State University-Chico 1981 — 1985
BS, Business Marketing
Morgan Stanley Smith Barney April 2011 - April 2013
EF Hutton December 1986 - August 1990
Procter & Gamble January 1985 - December 1986
Skills
Series 7
Education
California State University-Chico 1981 — 1985
BS, Business Marketing
Gina. Carosella Gina. Carosella's Morgan Stanley Smith Barney Experience April 2007 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley/ Smith Barney April 2007 - Present
Bank of America March 1987 - April 2007
Education
California State Polytechnic University-Pomona 1986 — 1990
Cal Poly Pomona
Morgan Stanley/ Smith Barney April 2007 - Present
Bank of America March 1987 - April 2007
Education
California State Polytechnic University-Pomona 1986 — 1990
Cal Poly Pomona
Melody Behi's Morgan Stanley Smith Barney Experience June 2005 - September 2009
Job Registered Branch Manager's Assistant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2009 - Present
Morgan Stanley Smith Barney June 2005 - September 2009
Skills
Series 7, FINRA, Securities, Mutual Funds
Education
San Diego State University-California State University 2003 — 2005
MA, Communication-Media Studies
California State University, Fresno 1998 — 2001
BA, Journalism
Buchanan High
Wells Fargo Advisors September 2009 - Present
Morgan Stanley Smith Barney June 2005 - September 2009
Skills
Series 7, FINRA, Securities, Mutual Funds
Education
San Diego State University-California State University 2003 — 2005
MA, Communication-Media Studies
California State University, Fresno 1998 — 2001
BA, Journalism
Buchanan High
Hilary Campbell Hilary Campbell's Morgan Stanley Smith Barney Experience 2004 - April 2010
Job Partner at Lone Eagle Wealth Services LPL Financial
Industry Financial Services
Experience
Lone Eagle Wealth Services, LLC - LPL Financial August 2012 - Present
Lone Eagle Wealth Services - Raymond James April 2010 - August 2012
Morgan Stanley Smith Barney 2004 - April 2010
Deutsche Bank Alex. Brown 1994 - 2004
Skills
Series 7, Wealth Management, Retirement Planning, Mutual Funds, Securities, Investment Advisory, Equities, Investments, Alternative Investments, Strategic Financial..., Portfolio Management, Retirement, Estate Planning, Financial Modeling, FINRA, Financial Analysis, Bloomberg, Mergers & Acquisitions, Series 24, Credit
Education
California State University-San Bernardino
B.S., International Business
Lone Eagle Wealth Services, LLC - LPL Financial August 2012 - Present
Lone Eagle Wealth Services - Raymond James April 2010 - August 2012
Morgan Stanley Smith Barney 2004 - April 2010
Deutsche Bank Alex. Brown 1994 - 2004
Skills
Series 7, Wealth Management, Retirement Planning, Mutual Funds, Securities, Investment Advisory, Equities, Investments, Alternative Investments, Strategic Financial..., Portfolio Management, Retirement, Estate Planning, Financial Modeling, FINRA, Financial Analysis, Bloomberg, Mergers & Acquisitions, Series 24, Credit
Education
California State University-San Bernardino
B.S., International Business
Kevin Cardenas's Morgan Stanley Smith Barney Experience January 1986 - Present
Job Senior Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 1986 - Present
Education
California State University-East Bay 1980 — 1983
B.S., Finance
Morgan Stanley Smith Barney January 1986 - Present
Education
California State University-East Bay 1980 — 1983
B.S., Finance
Rob Parson Rob Parson's Morgan Stanley Smith Barney Experience June 1983 - Present
Job Investment Banking Professional
Industry Investment Banking
Experience
Morgan Stanley Smith Barney June 1983 - Present
Skills
Selling, Communicating, Winning, Self-Deception
Education
California State University-Long Beach 1975 — 1977
Master of Business Administration (MBA), Finance, General
Morgan Stanley Smith Barney June 1983 - Present
Skills
Selling, Communicating, Winning, Self-Deception
Education
California State University-Long Beach 1975 — 1977
Master of Business Administration (MBA), Finance, General
Brian Schwartz, JD Brian Schwartz, JD's Morgan Stanley Smith Barney Experience June 2001 - September 2002
Job Financial Advisor at Financial West Group
Industry Financial Services
Experience
Financial West Group January 2013 - Present
Ameriprise Financial May 2009 - November 2012
Citi Smith Barney October 2007 - April 2009
Merrill Lynch August 2002 - September 2007
Morgan Stanley Smith Barney June 2001 - September 2002
Skills
Financial Planning, Investments, Insurance, Retirement Planning, Estate Planning, Wealth Management, Investment Advisory, Retirement Income..., Long Term Care, Saving for Education, Asset Allocation, Series 7, Wealth Preservation..., High Net Worth..., Mutual Funds, Retirement, IRA's, Annuities, Asset Management, 401k, Insurance Planning, Wealth Accumulation, Financial Advisory, Investment Strategies, Alternative Investments, Wealth Preservation, Bonds, 401k Rollovers, Strategic Financial..., Life Insurance
Education
University of La Verne Law School 1991 — 1995
J.D., Law
California State University-Northridge 1979 — 1984
B.S., Accounting
Financial West Group January 2013 - Present
Ameriprise Financial May 2009 - November 2012
Citi Smith Barney October 2007 - April 2009
Merrill Lynch August 2002 - September 2007
Morgan Stanley Smith Barney June 2001 - September 2002
Skills
Financial Planning, Investments, Insurance, Retirement Planning, Estate Planning, Wealth Management, Investment Advisory, Retirement Income..., Long Term Care, Saving for Education, Asset Allocation, Series 7, Wealth Preservation..., High Net Worth..., Mutual Funds, Retirement, IRA's, Annuities, Asset Management, 401k, Insurance Planning, Wealth Accumulation, Financial Advisory, Investment Strategies, Alternative Investments, Wealth Preservation, Bonds, 401k Rollovers, Strategic Financial..., Life Insurance
Education
University of La Verne Law School 1991 — 1995
J.D., Law
California State University-Northridge 1979 — 1984
B.S., Accounting
Joseph Kolina's Morgan Stanley Smith Barney Experience July 2010 - September 2011
Job Financial Advisor at BBVA Compass Wealth Solutions
Industry Financial Services
Experience
BBVA Compass December 2012 - Present
Capital Advisory Services August 2011 - December 2012
Morgan Stanley Smith Barney July 2010 - September 2011
STARSCOPE MANAGEMENT, INC July 2001 - July 2010
IMG January 1998 - June 2001
IMG February 1996 - January 1998
Skills
Retirement Planning, Private Placements, Event Management, Equities, Fundraising, Customer Relations, Budgeting, Banking, Marketing Strategy, Budgets, Investments, Marketing, Customer Service, Securities, Private Equity, Management, Sports, Alternative Investments, Finance, Asset Management, Series 7, Sponsorship, Sports Marketing
Education
Fordham Gabelli School of Business 1990 — 1992
MBA, Finance
California Polytechnic State University-San Luis Obispo 1981 — 1986
BA, Political Science
BBVA Compass December 2012 - Present
Capital Advisory Services August 2011 - December 2012
Morgan Stanley Smith Barney July 2010 - September 2011
STARSCOPE MANAGEMENT, INC July 2001 - July 2010
IMG January 1998 - June 2001
IMG February 1996 - January 1998
Skills
Retirement Planning, Private Placements, Event Management, Equities, Fundraising, Customer Relations, Budgeting, Banking, Marketing Strategy, Budgets, Investments, Marketing, Customer Service, Securities, Private Equity, Management, Sports, Alternative Investments, Finance, Asset Management, Series 7, Sponsorship, Sports Marketing
Education
Fordham Gabelli School of Business 1990 — 1992
MBA, Finance
California Polytechnic State University-San Luis Obispo 1981 — 1986
BA, Political Science
Brad Smith, CRPC® Brad Smith, CRPC®'s Morgan Stanley Smith Barney Experience September 2010 - August 2011
Job Vice President, Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge September 2011 - Present
Morgan Stanley Smith Barney September 2010 - August 2011
Govplace January 2007 - January 2010
Black & Decker HHI June 2003 - December 2006
Price Pfister (Black & Decker) 2003 - 2006
Quantum June 2000 - November 2002
Snak King February 1995 - June 2000
Mission Foods 1994 - 1995
Skills
Financial Planning, Asset Management, 401k Rollovers, Comprehensive Wealth..., Estate Planning, Retirement Planning, Financial Advisory, Strategic Financial..., Asset Managment, CRPC, Series 7, Personal Financial..., Holistic Financial..., Traditional IRA, SEP IRA, Tax-advantaged..., Wealth Preservation..., Wealth Accumulation..., College Education..., Tax Free Income, Investment Management, Wealth Management..., Sales, Product Marketing, Business Development, Management
Education
California State Polytechnic University-Pomona 1985 — 1990
B.S. in Business Administration, Marketing
Chapman University
Leadership Development Program
College for Financial Planning 2012 — 2012
CHARTERED RETIREMENT PLANNING COUNSELOR
Merrill Edge September 2011 - Present
Morgan Stanley Smith Barney September 2010 - August 2011
Govplace January 2007 - January 2010
Black & Decker HHI June 2003 - December 2006
Price Pfister (Black & Decker) 2003 - 2006
Quantum June 2000 - November 2002
Snak King February 1995 - June 2000
Mission Foods 1994 - 1995
Skills
Financial Planning, Asset Management, 401k Rollovers, Comprehensive Wealth..., Estate Planning, Retirement Planning, Financial Advisory, Strategic Financial..., Asset Managment, CRPC, Series 7, Personal Financial..., Holistic Financial..., Traditional IRA, SEP IRA, Tax-advantaged..., Wealth Preservation..., Wealth Accumulation..., College Education..., Tax Free Income, Investment Management, Wealth Management..., Sales, Product Marketing, Business Development, Management
Education
California State Polytechnic University-Pomona 1985 — 1990
B.S. in Business Administration, Marketing
Chapman University
Leadership Development Program
College for Financial Planning 2012 — 2012
CHARTERED RETIREMENT PLANNING COUNSELOR
Paul F. Maurin Paul F. Maurin's Morgan Stanley Smith Barney Experience February 2007 - October 2009
Job CFP®, EA, ChFC®, AIF®, CRPS®, Director Wealth Management, McGladrey Wealth Management LLC
Industry Financial Services
Experience
McGladrey Wealth Management LLC November 2009 - Present
Morgan Stanley Smith Barney February 2007 - October 2009
Maurin Financial Services, Inc. January 2001 - December 2006
Timely Industries January 2000 - December 2001
Skills
Wealth Management, Investments, Retirement Planning, Portfolio Management, Estate Planning, Finance, Retirement, Insurance, Tax, Risk Management
Education
University of Southern California - Marshall School of Business 1975 — 1977
M.B.A., Finance & Real Estate
California State University-Los Angeles 1971 — 1975
B.S., Finance & Real Estate
Loyola Marymount University 1965 — 1969
B.S., Biology
McGladrey Wealth Management LLC November 2009 - Present
Morgan Stanley Smith Barney February 2007 - October 2009
Maurin Financial Services, Inc. January 2001 - December 2006
Timely Industries January 2000 - December 2001
Skills
Wealth Management, Investments, Retirement Planning, Portfolio Management, Estate Planning, Finance, Retirement, Insurance, Tax, Risk Management
Education
University of Southern California - Marshall School of Business 1975 — 1977
M.B.A., Finance & Real Estate
California State University-Los Angeles 1971 — 1975
B.S., Finance & Real Estate
Loyola Marymount University 1965 — 1969
B.S., Biology
Matt Langhals Matt Langhals's Morgan Stanley Smith Barney Experience January 2012 - October 2012
Job Business Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2013 - Present
Morgan Stanley October 2012 - June 2013
Morgan Stanley Smith Barney January 2012 - October 2012
Ameriprise Financial Services, Inc. November 2009 - January 2012
Skills
Financial Analysis, Financial Markets, Financial Advisory, Customer Service, Customer Service..., Trade Finance, Trading, FINRA, Writing, Microsoft Office, Thompson One, Life Insurance, Term Life Insurance, Disability Insurance, Health Insurance, Insurance, Business Analysis, Quality Control, Data Analysis, Series 7, Business Process..., Asset Management, Asset Allocation, ESPP, Restricted Stock, Employee Stock Options, Microsoft Excel
Education
Capital University 2012 — 2014
Master of Business Administration (MBA), Business Administration
The Ohio State University 2005 — 2009
Bachelor of Arts, Political Science
Morgan Stanley July 2013 - Present
Morgan Stanley October 2012 - June 2013
Morgan Stanley Smith Barney January 2012 - October 2012
Ameriprise Financial Services, Inc. November 2009 - January 2012
Skills
Financial Analysis, Financial Markets, Financial Advisory, Customer Service, Customer Service..., Trade Finance, Trading, FINRA, Writing, Microsoft Office, Thompson One, Life Insurance, Term Life Insurance, Disability Insurance, Health Insurance, Insurance, Business Analysis, Quality Control, Data Analysis, Series 7, Business Process..., Asset Management, Asset Allocation, ESPP, Restricted Stock, Employee Stock Options, Microsoft Excel
Education
Capital University 2012 — 2014
Master of Business Administration (MBA), Business Administration
The Ohio State University 2005 — 2009
Bachelor of Arts, Political Science
Darrin Conrad Darrin Conrad's Morgan Stanley Smith Barney Experience November 2006 - July 2011
Job Associate Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2011 - Present
Morgan Stanley Smith Barney November 2006 - July 2011
Edward Jones Investments March 2001 - November 2006
US Navy September 1991 - June 1996
Skills
Finance, Navy, 401k Rollovers, Asset Allocation, Deferred Compensation, Financial Advisory, investment planning, Investments, Retirement, Retirement Planning, Retirement Plan..., Wealth Preservation...
Education
University of Iowa 2015 — 2016
Bachelor's Degree, Entrepreneurial Management
CSU Stanislaus
Business Administration, Finance
Wells Fargo Advisors July 2011 - Present
Morgan Stanley Smith Barney November 2006 - July 2011
Edward Jones Investments March 2001 - November 2006
US Navy September 1991 - June 1996
Skills
Finance, Navy, 401k Rollovers, Asset Allocation, Deferred Compensation, Financial Advisory, investment planning, Investments, Retirement, Retirement Planning, Retirement Plan..., Wealth Preservation...
Education
University of Iowa 2015 — 2016
Bachelor's Degree, Entrepreneurial Management
CSU Stanislaus
Business Administration, Finance
Shaun McAvinney Shaun McAvinney's Morgan Stanley Smith Barney Experience February 2008 - June 2011
Job Technical Sales Engineer at RJMetrics
Industry Information Technology and Services
Experience
RJMetrics January 2014 - Present
RJMetrics February 2013 - January 2014
RJMetrics February 2012 - February 2013
http://www.ticketleap.com October 2011 - December 2011
Merchant Lynx June 2011 - October 2011
Morgan Stanley Smith Barney February 2008 - June 2011
News-Line Publishing 2006 - 2008
Skills
Sales, Business Development, Start-ups, Email Marketing, Marketing, Social Media Marketing, Networking, Advertising, Management, Event Planning, Fire Marshall, Social Media, Technology Management, Team Building, Team Leadership, Growth Strategies
Education
Cairn University 2003 — 2004
RJMetrics January 2014 - Present
RJMetrics February 2013 - January 2014
RJMetrics February 2012 - February 2013
http://www.ticketleap.com October 2011 - December 2011
Merchant Lynx June 2011 - October 2011
Morgan Stanley Smith Barney February 2008 - June 2011
News-Line Publishing 2006 - 2008
Skills
Sales, Business Development, Start-ups, Email Marketing, Marketing, Social Media Marketing, Networking, Advertising, Management, Event Planning, Fire Marshall, Social Media, Technology Management, Team Building, Team Leadership, Growth Strategies
Education
Cairn University 2003 — 2004
Andrew Koitmaa Andrew Koitmaa's Morgan Stanley Smith Barney Experience July 2006 - January 2012
Job Operations Manager
Industry Financial Services
Experience
ProNet May 2013 - December 2013
Morgan Stanley Smith Barney July 2006 - January 2012
Western Union / First Data Corp February 2005 - December 2005
Lucasfilm Ltd / THX Ltd August 1998 - December 2004
Lucasfilm LTD / THX March 1997 - August 1998
Skills
Project Management, Customer Service, PowerPoint, Operations Management, Business Development, Leadership, Marketing, Sales, Strategic Planning, Microsoft Excel, Outlook, Photoshop, Product Management, Account Management, Digital Photography, Microsoft Office
Education
California State University-Northridge 1987 — 1990
B.A., Radio TV Film
ProNet May 2013 - December 2013
Morgan Stanley Smith Barney July 2006 - January 2012
Western Union / First Data Corp February 2005 - December 2005
Lucasfilm Ltd / THX Ltd August 1998 - December 2004
Lucasfilm LTD / THX March 1997 - August 1998
Skills
Project Management, Customer Service, PowerPoint, Operations Management, Business Development, Leadership, Marketing, Sales, Strategic Planning, Microsoft Excel, Outlook, Photoshop, Product Management, Account Management, Digital Photography, Microsoft Office
Education
California State University-Northridge 1987 — 1990
B.A., Radio TV Film
Andrew Gaglione Andrew Gaglione's Morgan Stanley Smith Barney Experience August 1998 - February 2009
Job Vice President Wealth Management, Portfolio ManagerUBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services, Inc February 2009 - Present
Gaglione Bros Famous Steaks and Subs January 2004 - Present
Morgan Stanley Smith Barney August 1998 - February 2009
Education
California State University-Chico
UBS Financial Services, Inc February 2009 - Present
Gaglione Bros Famous Steaks and Subs January 2004 - Present
Morgan Stanley Smith Barney August 1998 - February 2009
Education
California State University-Chico
Avi Dahan's Morgan Stanley Smith Barney Experience December 2011 - May 2012
Job JD Candidate at USC Gould School of Law
Industry Law Practice
Experience
Los Angeles County District Attorney’s Office- White Collar Crime Division May 2014 - Present
William Morris Endeavor May 2012 - August 2012
Morgan Stanley Smith Barney December 2011 - May 2012
Rise to The Occasion (R2O Entertainment) January 2006 - 2012
Skills
Legal Writing, Legal Research, Business Law, Legal Assistance, Microsoft Excel, Microsoft Office, Social Media, PowerPoint, Budgets, Entrepreneurship, Business Planning
Education
USC Gould School of Law 2013 — 2016
Juris Doctor (J.D.), Law
California State University-Northridge 2008 — 2012
Bachelor of Science (BS), Accounting
Los Angeles County District Attorney’s Office- White Collar Crime Division May 2014 - Present
William Morris Endeavor May 2012 - August 2012
Morgan Stanley Smith Barney December 2011 - May 2012
Rise to The Occasion (R2O Entertainment) January 2006 - 2012
Skills
Legal Writing, Legal Research, Business Law, Legal Assistance, Microsoft Excel, Microsoft Office, Social Media, PowerPoint, Budgets, Entrepreneurship, Business Planning
Education
USC Gould School of Law 2013 — 2016
Juris Doctor (J.D.), Law
California State University-Northridge 2008 — 2012
Bachelor of Science (BS), Accounting
Adrian Concepcion, CFP®, ChFC®, CRPC®'s Morgan Stanley Smith Barney Experience January 2007 - October 2010
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Wealth Management October 2010 - Present
Morgan Stanley Smith Barney January 2007 - October 2010
New England Financial January 2004 - January 2007
WM Financial Services 2002 - 2003
Wells Fargo Investments 1998 - 2001
Wells Fargo Bank 1994 - 1997
Skills
Wealth Management, Financial Planning, Investments, Retirement Planning, Asset Management, Strategic Financial..., Asset Managment, Financial Advisory, Finance, Portfolio Management, Retirement, Financial Services, Wealth Management..., Wealth, Asset Allocation, Small Business
Education
University of Redlands 2004 — 2006
MBA, Finance Emphasis
San Diego State University-California State University
BS, Business Finance
California Polytechnic State University-San Luis Obispo
Aeronautical Engineering
Mt. Carmel High School
Diploma
Merrill Lynch Wealth Management October 2010 - Present
Morgan Stanley Smith Barney January 2007 - October 2010
New England Financial January 2004 - January 2007
WM Financial Services 2002 - 2003
Wells Fargo Investments 1998 - 2001
Wells Fargo Bank 1994 - 1997
Skills
Wealth Management, Financial Planning, Investments, Retirement Planning, Asset Management, Strategic Financial..., Asset Managment, Financial Advisory, Finance, Portfolio Management, Retirement, Financial Services, Wealth Management..., Wealth, Asset Allocation, Small Business
Education
University of Redlands 2004 — 2006
MBA, Finance Emphasis
San Diego State University-California State University
BS, Business Finance
California Polytechnic State University-San Luis Obispo
Aeronautical Engineering
Mt. Carmel High School
Diploma
Anthony Tony Perez's Morgan Stanley Smith Barney Experience July 1998 - August 2009
Job CEO at Netlok
Industry Internet
Experience
NetLok(tm) September 2014 - Present
Return on Learning Coaching December 2009 - December 2014
Morgan Stanley Smith Barney July 1998 - August 2009
Safety Syringes, Inc. January 1989 - July 1998
Fujitsu May 1984 - March 1989
IMAGIC June 1982 - February 1985
Skills
Succession Planning, Emotional Intelligence, Executive Coaching, Leadership Development, Team Building, Public Speaking, Strategic Planning, Change Management, Organizational..., Mentoring, Business Strategy, Coaching, Entrepreneurship, Talent Management, Workshop Facilitation, Training, Management Consulting, Consulting, Small Business, Organizational..., Leadership, Executive Management, Strategy, Business Coaching, Start-ups, Marketing
Education
University of Southern California 1972 — 1973
MPA, Public Administration
California State University-Los Angeles
BA, Political Science
NetLok(tm) September 2014 - Present
Return on Learning Coaching December 2009 - December 2014
Morgan Stanley Smith Barney July 1998 - August 2009
Safety Syringes, Inc. January 1989 - July 1998
Fujitsu May 1984 - March 1989
IMAGIC June 1982 - February 1985
Skills
Succession Planning, Emotional Intelligence, Executive Coaching, Leadership Development, Team Building, Public Speaking, Strategic Planning, Change Management, Organizational..., Mentoring, Business Strategy, Coaching, Entrepreneurship, Talent Management, Workshop Facilitation, Training, Management Consulting, Consulting, Small Business, Organizational..., Leadership, Executive Management, Strategy, Business Coaching, Start-ups, Marketing
Education
University of Southern California 1972 — 1973
MPA, Public Administration
California State University-Los Angeles
BA, Political Science
Brad McIntyre Brad McIntyre's Morgan Stanley Smith Barney Experience October 2010 - September 2013
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2013 - Present
Morgan Stanley Smith Barney October 2010 - September 2013
Citi Personal Wealth Management November 2007 - October 2010
Citicorp Investment Services February 2005 - November 2007
American Legal Corporation June 2004 - February 2005
American Residential Funding November 2002 - April 2004
Nordstrom fsb March 2000 - June 2003
Fitness USA 1995 - 1995
Education
California State University-Long Beach 1999 — 2001
BA, Communications
Cal State Hayward 1995 — 1998
Communication
TIAA-CREF September 2013 - Present
Morgan Stanley Smith Barney October 2010 - September 2013
Citi Personal Wealth Management November 2007 - October 2010
Citicorp Investment Services February 2005 - November 2007
American Legal Corporation June 2004 - February 2005
American Residential Funding November 2002 - April 2004
Nordstrom fsb March 2000 - June 2003
Fitness USA 1995 - 1995
Education
California State University-Long Beach 1999 — 2001
BA, Communications
Cal State Hayward 1995 — 1998
Communication
Kit Matlick, MBA Kit Matlick, MBA's Morgan Stanley Smith Barney Experience June 2000 - September 2000
Job Production Coordinator at DC Shoes
Industry Apparel & Fashion
Experience
DC Shoes July 2012 - Present
Independent Contractor August 2010 - July 2012
Excelaron LLC April 2007 - August 2010
CMM Inc. June 2003 - March 2007
REC Solar June 2005 - February 2006
Morgan Stanley Smith Barney June 2000 - September 2000
Education
California Polytechnic State University-San Luis Obispo 2004 — 2005
Masters, Business Administration
California Polytechnic State University-San Luis Obispo 1998 — 2003
BS, Industrial Engineering
DC Shoes July 2012 - Present
Independent Contractor August 2010 - July 2012
Excelaron LLC April 2007 - August 2010
CMM Inc. June 2003 - March 2007
REC Solar June 2005 - February 2006
Morgan Stanley Smith Barney June 2000 - September 2000
Education
California Polytechnic State University-San Luis Obispo 2004 — 2005
Masters, Business Administration
California Polytechnic State University-San Luis Obispo 1998 — 2003
BS, Industrial Engineering
Sean Mitchell Sean Mitchell's Morgan Stanley Smith Barney Experience October 2009 - August 2011
Job MF5 Family Office LLC
Industry Financial Services
Experience
MF5 Family Office LLC April 2008 - Present
Merrill Lynch September 2011 - April 2013
Morgan Stanley Smith Barney October 2009 - August 2011
Sotheby's International Realty October 2009 - April 2011
Skyline Financial Corp April 2008 - September 2009
101 Properties & 101 Financial Group October 2001 - April 2008
DATATRAN NETWORKING SYSTEMS August 1999 - January 2001
Venator Group June 1998 - August 2000
Skills
Strategic Partnerships, Investments, Real Estate, Mortgage Lending, Business Development, CRM, Entrepreneurship, Mergers, Mergers & Acquisitions, Leadership, Venture Capital, Start-ups, Sales, Contract Negotiation, Management Consulting, Finance, Management, Strategic Planning, Executive Management, Team Building, Training, Banking, Business Process..., Corporate Finance, Strategy, Marketing, Business Strategy, Marketing Strategy, Consulting, Business Planning
Education
California State University-Chico 1994 — 1998
Bachelor of Art Degree (BA), Journalism - School of Communication, Dual Minors in Business Administartion & Marketing
Moorpark College 1992 — 1994
AA, Baseball
MF5 Family Office LLC April 2008 - Present
Merrill Lynch September 2011 - April 2013
Morgan Stanley Smith Barney October 2009 - August 2011
Sotheby's International Realty October 2009 - April 2011
Skyline Financial Corp April 2008 - September 2009
101 Properties & 101 Financial Group October 2001 - April 2008
DATATRAN NETWORKING SYSTEMS August 1999 - January 2001
Venator Group June 1998 - August 2000
Skills
Strategic Partnerships, Investments, Real Estate, Mortgage Lending, Business Development, CRM, Entrepreneurship, Mergers, Mergers & Acquisitions, Leadership, Venture Capital, Start-ups, Sales, Contract Negotiation, Management Consulting, Finance, Management, Strategic Planning, Executive Management, Team Building, Training, Banking, Business Process..., Corporate Finance, Strategy, Marketing, Business Strategy, Marketing Strategy, Consulting, Business Planning
Education
California State University-Chico 1994 — 1998
Bachelor of Art Degree (BA), Journalism - School of Communication, Dual Minors in Business Administartion & Marketing
Moorpark College 1992 — 1994
AA, Baseball
Tony Battaglia Tony Battaglia's Morgan Stanley Smith Barney Experience September 1999 - May 2010
Job Executive Director at J.P. Morgan Securities, LLC
Industry Financial Services
Experience
J.P. Morgan November 2013 - Present
Crowell, Weedon & Co. March 2011 - November 2013
Wells Fargo Advisors May 2010 - March 2011
Morgan Stanley Smith Barney September 1999 - May 2010
Education
California State University-Northridge 1985 — 1989
BS - Business Administration, Finance
J.P. Morgan November 2013 - Present
Crowell, Weedon & Co. March 2011 - November 2013
Wells Fargo Advisors May 2010 - March 2011
Morgan Stanley Smith Barney September 1999 - May 2010
Education
California State University-Northridge 1985 — 1989
BS - Business Administration, Finance
Ashley Meripol (Emerson) Ashley Meripol (Emerson)'s Morgan Stanley Smith Barney Experience October 2006 - May 2008
Job Accounting Team Manager at Capital Group
Industry Financial Services
Experience
Capital Group April 2014 - Present
Capital Group October 2010 - April 2014
Capital Group October 2009 - October 2010
Capital Group June 2008 - October 2009
Morgan Stanley Smith Barney October 2006 - May 2008
Education
California State University-Long Beach - College of Business Administration 2004 — 2008
Bachelor of Science, Finance
Capital Group April 2014 - Present
Capital Group October 2010 - April 2014
Capital Group October 2009 - October 2010
Capital Group June 2008 - October 2009
Morgan Stanley Smith Barney October 2006 - May 2008
Education
California State University-Long Beach - College of Business Administration 2004 — 2008
Bachelor of Science, Finance
Lisa Mozilo Lisa Mozilo's Morgan Stanley Smith Barney Experience July 1999 - June 2001
Job Director, Human Resources at Matrix Absence Management
Industry Financial Services
Experience
Matrix Absence Management December 2009 - Present
Education Management Corporation March 2008 - November 2009
Countrywide Financial Corporation August 2005 - March 2008
Countrywide Financial Corporation 2001 - March 2008
Morgan Stanley Smith Barney July 1999 - June 2001
Countrywide Home Loans December 1992 - July 1999
Skills
Employee Relations, Benefits Administration, Performance Management, Mentoring, Talent Management, Recruiting, Strategic Planning, Leadership, Program Management, Succession Planning, Talent Acquisition, Management, Process Improvement, Change Management, Onboarding, Project Management, Human Resources, Employee Benefits, Policy, Personnel Management, Organizational..., Hiring, Temporary Placement, Payroll
Education
Claremont Graduate School 1995 — 1997
Master of Science, Human Resources Design
California State Polytechnic University-Pomona 1986 — 1990
BS, Social Work
Matrix Absence Management December 2009 - Present
Education Management Corporation March 2008 - November 2009
Countrywide Financial Corporation August 2005 - March 2008
Countrywide Financial Corporation 2001 - March 2008
Morgan Stanley Smith Barney July 1999 - June 2001
Countrywide Home Loans December 1992 - July 1999
Skills
Employee Relations, Benefits Administration, Performance Management, Mentoring, Talent Management, Recruiting, Strategic Planning, Leadership, Program Management, Succession Planning, Talent Acquisition, Management, Process Improvement, Change Management, Onboarding, Project Management, Human Resources, Employee Benefits, Policy, Personnel Management, Organizational..., Hiring, Temporary Placement, Payroll
Education
Claremont Graduate School 1995 — 1997
Master of Science, Human Resources Design
California State Polytechnic University-Pomona 1986 — 1990
BS, Social Work
Lori Nicolet Lori Nicolet's Morgan Stanley Smith Barney Experience April 2011 - October 2011
Job Currently Seeking New Opportunities as Office Manager, Branch Administrator, Team Supervisor or Executive Assistant
Industry Financial Services
Experience
Nicolet Family Partners September 2006 - Present
Morgan Stanley Smith Barney April 2011 - October 2011
Matthews International Capital Management July 2010 - February 2011
Personal Assistant September 2009 - June 2010
Merrill Lynch October 2007 - May 2009
RBC Dain Rauscher January 2005 - September 2007
New England Financial February 2003 - January 2005
Franklin Templeton Investments October 1998 - January 2002
Franklin Templeton Investments January 1995 - September 1998
Skills
Office Management, Customer Service, Event Planning, Operations Management, Customer Acquisition, Training, Team Building, Customer Retention, Event Management, Interviewing Skills, Hiring Employees, Office Administration, Customer Satisfaction, Corporate Events, Department..., Personnel Supervision, Relationship Management, Vendor Relationships, Coordinating Special..., Travel Management, Calendaring, Expense Management, Bookkeeping, Invoice Processing, Property Management, Billing Process, Microsoft Office, Executive...
Education
California State University-Chico
Bachelor of Arts, Major in Sociology; Minors in Business Administration and Psychology
Nicolet Family Partners September 2006 - Present
Morgan Stanley Smith Barney April 2011 - October 2011
Matthews International Capital Management July 2010 - February 2011
Personal Assistant September 2009 - June 2010
Merrill Lynch October 2007 - May 2009
RBC Dain Rauscher January 2005 - September 2007
New England Financial February 2003 - January 2005
Franklin Templeton Investments October 1998 - January 2002
Franklin Templeton Investments January 1995 - September 1998
Skills
Office Management, Customer Service, Event Planning, Operations Management, Customer Acquisition, Training, Team Building, Customer Retention, Event Management, Interviewing Skills, Hiring Employees, Office Administration, Customer Satisfaction, Corporate Events, Department..., Personnel Supervision, Relationship Management, Vendor Relationships, Coordinating Special..., Travel Management, Calendaring, Expense Management, Bookkeeping, Invoice Processing, Property Management, Billing Process, Microsoft Office, Executive...
Education
California State University-Chico
Bachelor of Arts, Major in Sociology; Minors in Business Administration and Psychology
Naseem Qader Naseem Qader's Morgan Stanley Smith Barney Experience 2007 - Present
Job Guided Portfolio Manager, Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2007 - Present
Valassis 2000 - 2006
Gemstar-TV Guide International 1997 - 2000
Southern California Edison 1996 - 1997
Los Angeles Times 1989 - 1996
Education
California State Polytechnic University-Pomona 1985 — 1987
MBA
Morgan Stanley Smith Barney 2007 - Present
Valassis 2000 - 2006
Gemstar-TV Guide International 1997 - 2000
Southern California Edison 1996 - 1997
Los Angeles Times 1989 - 1996
Education
California State Polytechnic University-Pomona 1985 — 1987
MBA
Connor Wilbourn Connor Wilbourn's Morgan Stanley Smith Barney Experience August 2010 - April 2011
Job Financial Analyst at NuVasive
Industry Financial Services
Experience
NuVasive July 2015 - Present
MGM Resorts International August 2014 - July 2015
MGM Resorts International July 2013 - August 2014
MGM Resorts International April 2012 - July 2013
Bank of America September 2011 - July 2012
MGM Resorts International May 2011 - August 2011
Morgan Stanley Smith Barney August 2010 - April 2011
Newport Financial Concepts May 2010 - October 2010
UPS November 2007 - March 2008
Quiznos February 2007 - October 2007
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Office, Customer Service, Sales, Budgets, Finance, Investments, Leadership, Social Media Marketing, Forecasting, Management, Strategic Planning, Analysis, Marketing, Poker, Bankroll Management, Microsoft Word, Outlook, Access, Social Networking, Market Research, Analytics
Education
California State University 2007 — 2011
Bachelor's of Arts, Business Administration; Finance
California State University-Fullerton, Mihaylo College of Business and Economics 2007 — 2011
Business Administration, Finance
NuVasive July 2015 - Present
MGM Resorts International August 2014 - July 2015
MGM Resorts International July 2013 - August 2014
MGM Resorts International April 2012 - July 2013
Bank of America September 2011 - July 2012
MGM Resorts International May 2011 - August 2011
Morgan Stanley Smith Barney August 2010 - April 2011
Newport Financial Concepts May 2010 - October 2010
UPS November 2007 - March 2008
Quiznos February 2007 - October 2007
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Office, Customer Service, Sales, Budgets, Finance, Investments, Leadership, Social Media Marketing, Forecasting, Management, Strategic Planning, Analysis, Marketing, Poker, Bankroll Management, Microsoft Word, Outlook, Access, Social Networking, Market Research, Analytics
Education
California State University 2007 — 2011
Bachelor's of Arts, Business Administration; Finance
California State University-Fullerton, Mihaylo College of Business and Economics 2007 — 2011
Business Administration, Finance
Steven Soria Steven Soria's Morgan Stanley Smith Barney Experience February 2012 - June 2012
Job Junior Staff Accountant at Glenn B. Hetzel & Associates, CPAs
Industry Accounting
Experience
Glenn B. Hetzel & Associates, CPAs July 2015 - Present
Claye's Performing Arts Center, Box Office August 2012 - July 2015
Morgan Stanley Smith Barney February 2012 - June 2012
F.S.A Imports October 2010 - July 2011
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Management, Analysis, Access, Finance, Windows, Project Management, QuickBooks
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2012 — 2015
Bachelor’s Degree, Accounting
Orange Coast College 2007 — 2012
Associate's Degree, Business Application Development/Information Systems
Glenn B. Hetzel & Associates, CPAs July 2015 - Present
Claye's Performing Arts Center, Box Office August 2012 - July 2015
Morgan Stanley Smith Barney February 2012 - June 2012
F.S.A Imports October 2010 - July 2011
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Management, Analysis, Access, Finance, Windows, Project Management, QuickBooks
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2012 — 2015
Bachelor’s Degree, Accounting
Orange Coast College 2007 — 2012
Associate's Degree, Business Application Development/Information Systems
Victor Cabias Victor Cabias's Morgan Stanley Smith Barney Experience January 2010 - January 2011
Job Contracts Manager at Boeing
Industry Defense & Space
Experience
Boeing May 2014 - Present
Boeing April 2011 - June 2014
Lowes Home Improvement Warehouse May 2005 - April 2011
Morgan Stanley Smith Barney January 2010 - January 2011
Skills
Customer Service, PowerPoint, Microsoft Excel, Leadership, Finance, Financial Analysis, Microsoft Office, Sales, Program Management, Microsoft Word, Management, Training, Aerospace, Contract Management, Public Speaking, Event Planning, Analysis, Team Leadership
Education
California State University-Fresno 2005 — 2010
B.S, Business Administration - Finance
University of Notre Dame - Mendoza College of Business
Executive Certificate in Leadership
Boeing May 2014 - Present
Boeing April 2011 - June 2014
Lowes Home Improvement Warehouse May 2005 - April 2011
Morgan Stanley Smith Barney January 2010 - January 2011
Skills
Customer Service, PowerPoint, Microsoft Excel, Leadership, Finance, Financial Analysis, Microsoft Office, Sales, Program Management, Microsoft Word, Management, Training, Aerospace, Contract Management, Public Speaking, Event Planning, Analysis, Team Leadership
Education
California State University-Fresno 2005 — 2010
B.S, Business Administration - Finance
University of Notre Dame - Mendoza College of Business
Executive Certificate in Leadership
Don Joseph Jasmin Don Joseph Jasmin's Morgan Stanley Smith Barney Experience December 2010 - May 2011
Job Tax Accountant at EY
Industry Accounting
Experience
EY June 2015 - Present
Colony Capital January 2015 - June 2015
OneStop January 2012 - January 2015
Morgan Stanley Smith Barney December 2010 - May 2011
Skills
Financial Analysis, Auditing, Financial Reporting, Accounting, Financial Accounting, Corporate Tax, PowerPoint, Outlook, Financial Statements, Microsoft Excel
Education
California State University-Long Beach - College of Business Administration 2006 — 2011
BS, Accounting
EY June 2015 - Present
Colony Capital January 2015 - June 2015
OneStop January 2012 - January 2015
Morgan Stanley Smith Barney December 2010 - May 2011
Skills
Financial Analysis, Auditing, Financial Reporting, Accounting, Financial Accounting, Corporate Tax, PowerPoint, Outlook, Financial Statements, Microsoft Excel
Education
California State University-Long Beach - College of Business Administration 2006 — 2011
BS, Accounting
Mark Bouman Mark Bouman's Morgan Stanley Smith Barney Experience November 2008 - March 2009
Job
Industry Real Estate
Experience
Grand Rapids International Hostel March 2014 - Present
Misjonsalliansen September 2013 - March 2014
Young Life May 2013 - August 2013
YMCA of the Rockies January 2013 - May 2013
Silveri Management Company October 2010 - December 2012
Compass Property Management, LLC May 2009 - September 2010
Oppenheimer & Co. March 2009 - May 2009
Morgan Stanley Smith Barney November 2008 - March 2009
Innotec Group February 2008 - November 2008
Skills
Quickbooks, Rental Properties, Student Housing, Residential Homes, Leadership, Retail, Commercial Real Estate, Management, Spanish, Real Estate, Customer Service, Property Management, Investments, Marketing, Financial Analysis, Budgets, Team Building, Negotiation, Strategic Planning, Microsoft Excel, Sales, Microsoft Office, Asset Managment, Operations Management, Finance, Fundraising, Rentals, Asset Management, QuickBooks
Education
Calvin College 2005 — 2009
BA, Business / Finance / Economics
Unity Christian High School 2001 — 2005
Grand Rapids International Hostel March 2014 - Present
Misjonsalliansen September 2013 - March 2014
Young Life May 2013 - August 2013
YMCA of the Rockies January 2013 - May 2013
Silveri Management Company October 2010 - December 2012
Compass Property Management, LLC May 2009 - September 2010
Oppenheimer & Co. March 2009 - May 2009
Morgan Stanley Smith Barney November 2008 - March 2009
Innotec Group February 2008 - November 2008
Skills
Quickbooks, Rental Properties, Student Housing, Residential Homes, Leadership, Retail, Commercial Real Estate, Management, Spanish, Real Estate, Customer Service, Property Management, Investments, Marketing, Financial Analysis, Budgets, Team Building, Negotiation, Strategic Planning, Microsoft Excel, Sales, Microsoft Office, Asset Managment, Operations Management, Finance, Fundraising, Rentals, Asset Management, QuickBooks
Education
Calvin College 2005 — 2009
BA, Business / Finance / Economics
Unity Christian High School 2001 — 2005
Sean M. Kenmore, CFP®'s Morgan Stanley Smith Barney Experience June 2009 - May 2013
Job Managing Partner CERTIFIED FINANCIAL PLANNER at Affinity Capital Advisors
Industry Financial Services
Experience
Affinity Capital Advisors May 2013 - Present
Morgan Stanley Smith Barney June 2009 - May 2013
Skills
Saving for Education, Investment Advisory, Wealth Management, Asset Allocation, Financial Advisory, Retirement Planning, Finance, Financial Services, Series 7, Small Business, Fiduciary, Portfolio Management, Strategic Financial..., Certified Financial..., 401k, Investments, Mutual Funds, Asset Management, Equities, Retirement, Investment Strategies
Education
California State University-Long Beach 2000 — 2005
Affinity Capital Advisors May 2013 - Present
Morgan Stanley Smith Barney June 2009 - May 2013
Skills
Saving for Education, Investment Advisory, Wealth Management, Asset Allocation, Financial Advisory, Retirement Planning, Finance, Financial Services, Series 7, Small Business, Fiduciary, Portfolio Management, Strategic Financial..., Certified Financial..., 401k, Investments, Mutual Funds, Asset Management, Equities, Retirement, Investment Strategies
Education
California State University-Long Beach 2000 — 2005
Michelle Maciejewicz's Morgan Stanley Smith Barney Experience February 2008 - May 2010
Job Annuity Marketing & Promotions Specialist for Bill Bonk Insurance A Producers Choice Network Partner
Industry Financial Services
Experience
Bill Bonk Insurance Inc, a Producer's Choice Network Partner July 2015 - Present
The Smith Companies- A Producers Choice Network Partner April 2012 - Present
Morgan Stanley Smith Barney February 2008 - May 2010
Jesup & Lamont Securities Corp November 2004 - July 2006
Merritt Capital Management, Inc May 2004 - October 2004
Wachovia Securities, LLC July 2003 - April 2004
Prudential Securities Incorporated December 1999 - July 2003
Skills
Microsoft Excel, Customer Satisfaction, Invoicing, Insurance, Banking, Investments, Asset Managment, Portfolio Management, Outlook, Mutual Funds, Financial Services, Fixed Annuities, Retirement Planning, Asset Management, Strategic Financial..., Financial Analysis, Marketing, Financial Planners, Retirement, Accounting, Credit, Sales, Finance, Time Management, Financial Planning, Creative Writing
Education
Medford High School 1995 — 1999
Medford High School 1995 — 1999
Diploma
Bunker Hill Community College
Bill Bonk Insurance Inc, a Producer's Choice Network Partner July 2015 - Present
The Smith Companies- A Producers Choice Network Partner April 2012 - Present
Morgan Stanley Smith Barney February 2008 - May 2010
Jesup & Lamont Securities Corp November 2004 - July 2006
Merritt Capital Management, Inc May 2004 - October 2004
Wachovia Securities, LLC July 2003 - April 2004
Prudential Securities Incorporated December 1999 - July 2003
Skills
Microsoft Excel, Customer Satisfaction, Invoicing, Insurance, Banking, Investments, Asset Managment, Portfolio Management, Outlook, Mutual Funds, Financial Services, Fixed Annuities, Retirement Planning, Asset Management, Strategic Financial..., Financial Analysis, Marketing, Financial Planners, Retirement, Accounting, Credit, Sales, Finance, Time Management, Financial Planning, Creative Writing
Education
Medford High School 1995 — 1999
Medford High School 1995 — 1999
Diploma
Bunker Hill Community College
Pete Battaglia Pete Battaglia's Morgan Stanley Smith Barney Experience July 1997 - May 2002
Job VicePresident/ Investments at Raymond James
Industry Financial Services
Experience
Raymond James May 2002 - Present
Morgan Stanley Smith Barney July 1997 - May 2002
Education
Canisius College 1969 — 1973
BA, HISTORY---COMMUNICATIONS
Raymond James May 2002 - Present
Morgan Stanley Smith Barney July 1997 - May 2002
Education
Canisius College 1969 — 1973
BA, HISTORY---COMMUNICATIONS
David Haviley's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Risk Assurance Senior Associate at PwC
Industry Financial Services
Experience
PwC July 2012 - Present
Stifel Financial Corp. January 2012 - May 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Central DuPage Hospital July 2010 - August 2010
Skills
Financial Analysis, Process Improvement, Strategic Planning, Internal Audit, Finance, Microsoft Excel, Auditing, Management, Market Research, Portfolio Management, Investments, Business Process, Financial Modeling, Financial Risk, Internal Controls
Education
Butler University 2008 — 2012
Bachelor of Science (BS), Finance, General
PwC July 2012 - Present
Stifel Financial Corp. January 2012 - May 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Central DuPage Hospital July 2010 - August 2010
Skills
Financial Analysis, Process Improvement, Strategic Planning, Internal Audit, Finance, Microsoft Excel, Auditing, Management, Market Research, Portfolio Management, Investments, Business Process, Financial Modeling, Financial Risk, Internal Controls
Education
Butler University 2008 — 2012
Bachelor of Science (BS), Finance, General
Andrew Yee's Morgan Stanley Smith Barney Experience September 2010 - December 2010
Job Human Resources Associate at Alameda County Community Food Bank
Industry Human Resources
Experience
Alameda County Community Food Bank March 2015 - Present
Google October 2013 - October 2014
Triple Crown Consulting April 2013 - October 2013
Safeway April 2012 - April 2013
Morgan Stanley Smith Barney September 2010 - December 2010
VC Productions January 2008 - May 2009
Skills
Microsoft Office, Photoshop, iCal, Customer Service, Organizational..., Public Speaking, Mac OS, iPhone Support, Human Resources, Technical Recruiting, Talent Acquisition, Applicant Tracking..., Sourcing, Contract Negotiation, Time Management, Sales, Professional..., PowerPoint, Leadership, Microsoft Excel, Training, Team Building, Microsoft Word
Education
California State University-East Bay
Human Resources Management
UC Davis 2009 — 2011
Bachelor of Arts, Communications and Psychology
Ohlone College 2006 — 2009
Associates, Social Science
Newark Memorial High School
Alameda County Community Food Bank March 2015 - Present
Google October 2013 - October 2014
Triple Crown Consulting April 2013 - October 2013
Safeway April 2012 - April 2013
Morgan Stanley Smith Barney September 2010 - December 2010
VC Productions January 2008 - May 2009
Skills
Microsoft Office, Photoshop, iCal, Customer Service, Organizational..., Public Speaking, Mac OS, iPhone Support, Human Resources, Technical Recruiting, Talent Acquisition, Applicant Tracking..., Sourcing, Contract Negotiation, Time Management, Sales, Professional..., PowerPoint, Leadership, Microsoft Excel, Training, Team Building, Microsoft Word
Education
California State University-East Bay
Human Resources Management
UC Davis 2009 — 2011
Bachelor of Arts, Communications and Psychology
Ohlone College 2006 — 2009
Associates, Social Science
Newark Memorial High School
Andy Killion's Morgan Stanley Smith Barney Experience October 1992 - June 2005
Job Marine Surveyor
Industry Maritime
Experience
Andy Killon November 2014 - Present
U.S. Merchant Marine June 1991 - Present
MAR Incorporated October 2013 - February 2015
Anchors Way Marine Centers July 2005 - June 2013
Morgan Stanley Smith Barney October 1992 - June 2005
Crowley Maritime 1991 - 1992
Underwater Technology Services 1986 - 1987
Diver 1985 - 1986
Skills
Program Management, Customer Service, Marine Operations, Logistics, Marine Survey, Yacht Repair, Maritime Operations, Ports, Maritime, Entrepreneurship, Management, Small Business, Strategic Planning, Yachting, Public Speaking, Transportation, Shipping, Marketing, Financial Advisory, Shipyards, Contract Negotiation, Published Author, Project Management, Marine Engineering, Sales, Finance, Navigation, Project Planning, Marine Industry, Operations Management, Business Planning, Team Building, Feature Writing, Entrepreneurial..., Writing, Stock Market, Offshore Operations, Team Leadership, Overhead Cranes, Budgets, Commercial Diving
Education
California Maritime Academy 1987 — 1991
BS Business Administration, Shipping Business/Intermodal Transportation
Santa Barbara City College 1985 — 1987
A.S., Marine Diving Technology
Andy Killon November 2014 - Present
U.S. Merchant Marine June 1991 - Present
MAR Incorporated October 2013 - February 2015
Anchors Way Marine Centers July 2005 - June 2013
Morgan Stanley Smith Barney October 1992 - June 2005
Crowley Maritime 1991 - 1992
Underwater Technology Services 1986 - 1987
Diver 1985 - 1986
Skills
Program Management, Customer Service, Marine Operations, Logistics, Marine Survey, Yacht Repair, Maritime Operations, Ports, Maritime, Entrepreneurship, Management, Small Business, Strategic Planning, Yachting, Public Speaking, Transportation, Shipping, Marketing, Financial Advisory, Shipyards, Contract Negotiation, Published Author, Project Management, Marine Engineering, Sales, Finance, Navigation, Project Planning, Marine Industry, Operations Management, Business Planning, Team Building, Feature Writing, Entrepreneurial..., Writing, Stock Market, Offshore Operations, Team Leadership, Overhead Cranes, Budgets, Commercial Diving
Education
California Maritime Academy 1987 — 1991
BS Business Administration, Shipping Business/Intermodal Transportation
Santa Barbara City College 1985 — 1987
A.S., Marine Diving Technology
Timothy Schott, MBA's Morgan Stanley Smith Barney Experience December 2004 - November 2006
Job Manager of Financial Planning & Analysis at DaVita Rx
Industry Hospital & Health Care
Experience
DaVita DaVita Rx January 2014 - Present
DaVita I DaVita Rx July 2012 - January 2014
Fresenius Medical Care September 2011 - July 2012
Apria Healthcare March 2010 - September 2011
Fluor November 2006 - March 2010
Morgan Stanley Smith Barney December 2004 - November 2006
Skills
Financial Modeling, Forecasting, Strategic Planning, Variance Analysis, Internal Controls, Budgeting, Business Analysis, Presentation Development, Financial Accounting, Data Analysis, Statistical Modeling, Production Planning, Budgets, Access, Analysis, SAP, Accounts Receivable, PowerPoint, Project Planning, Account Reconciliation, Leadership, Sarbanes-Oxley Act, Strategic Financial..., Accounting, Management, Hyperion Enterprise, GAAP, Financial Analysis, Financial Statements, Financial Planning, Hyperion
Education
California State University-Long Beach - College of Business Administration 2005 — 2008
MBA, Finance
California State University-Long Beach - College of Business Administration 2001 — 2005
BS, Management & Finance
DaVita DaVita Rx January 2014 - Present
DaVita I DaVita Rx July 2012 - January 2014
Fresenius Medical Care September 2011 - July 2012
Apria Healthcare March 2010 - September 2011
Fluor November 2006 - March 2010
Morgan Stanley Smith Barney December 2004 - November 2006
Skills
Financial Modeling, Forecasting, Strategic Planning, Variance Analysis, Internal Controls, Budgeting, Business Analysis, Presentation Development, Financial Accounting, Data Analysis, Statistical Modeling, Production Planning, Budgets, Access, Analysis, SAP, Accounts Receivable, PowerPoint, Project Planning, Account Reconciliation, Leadership, Sarbanes-Oxley Act, Strategic Financial..., Accounting, Management, Hyperion Enterprise, GAAP, Financial Analysis, Financial Statements, Financial Planning, Hyperion
Education
California State University-Long Beach - College of Business Administration 2005 — 2008
MBA, Finance
California State University-Long Beach - College of Business Administration 2001 — 2005
BS, Management & Finance
Julia Johnson Julia Johnson's Morgan Stanley Smith Barney Experience August 2012 - September 2012
Job Lead Verification of Employment Processor/Quality Assurance at VeriTax
Industry Real Estate
Experience
Veri-Tax May 2014 - Present
Online Kratom August 2013 - November 2013
Conaway & Conaway December 2010 - May 2013
Morgan Stanley Smith Barney August 2012 - September 2012
Edible Arrangements August 2007 - August 2010
Tgis Catering Svc December 2004 - July 2006
Skills
Microsoft Excel, Microsoft Word, Access, Windows, Customer Service, Microsoft Office, Public Speaking, PowerPoint, Insurance, Small Business, Asset Managment, Strategic Financial..., Social Networking, Strategic Planning, Business Planning, Real Estate, Marketing Strategy, Standards Compliance, Forecasting
Education
California State University-Fullerton 2010 — 2016
Bachelor's Degree, Business Accounting
Golden West College 2008 — 2010
Associate of Arts, Business
Saint Anthony High School 2002 — 2006
Veri-Tax May 2014 - Present
Online Kratom August 2013 - November 2013
Conaway & Conaway December 2010 - May 2013
Morgan Stanley Smith Barney August 2012 - September 2012
Edible Arrangements August 2007 - August 2010
Tgis Catering Svc December 2004 - July 2006
Skills
Microsoft Excel, Microsoft Word, Access, Windows, Customer Service, Microsoft Office, Public Speaking, PowerPoint, Insurance, Small Business, Asset Managment, Strategic Financial..., Social Networking, Strategic Planning, Business Planning, Real Estate, Marketing Strategy, Standards Compliance, Forecasting
Education
California State University-Fullerton 2010 — 2016
Bachelor's Degree, Business Accounting
Golden West College 2008 — 2010
Associate of Arts, Business
Saint Anthony High School 2002 — 2006
Lauren McMichael Lauren McMichael's Morgan Stanley Smith Barney Experience 2008 - 2009
Job Marketing Assistant at Focus Industries
Industry Electrical/Electronic Manufacturing
Experience
Focus Industries March 2015 - Present
Talend March 2014 - August 2014
Action Property Management November 2011 - March 2014
Mission Lutheran School 2007 - 2011
Mission Lutheran School 2003 - 2011
Morgan Stanley Smith Barney 2008 - 2009
Skills
Outlook, Microsoft Word, Microsoft Excel, Customer Service, Marketing, Time Management, Social Media Marketing, Event Planning, Management, Microsoft Office, Social Media, Event Management, Real Estate, Account Management
Education
California State University-Long Beach 2005 — 2009
Bachelor of Science in Business Administration, Finance
Focus Industries March 2015 - Present
Talend March 2014 - August 2014
Action Property Management November 2011 - March 2014
Mission Lutheran School 2007 - 2011
Mission Lutheran School 2003 - 2011
Morgan Stanley Smith Barney 2008 - 2009
Skills
Outlook, Microsoft Word, Microsoft Excel, Customer Service, Marketing, Time Management, Social Media Marketing, Event Planning, Management, Microsoft Office, Social Media, Event Management, Real Estate, Account Management
Education
California State University-Long Beach 2005 — 2009
Bachelor of Science in Business Administration, Finance
Kimberly Norsworthy Kimberly Norsworthy's Morgan Stanley Smith Barney Experience June 2010 - September 2010
Job Estimating & Pricing Specialist at Boeing
Industry Accounting
Experience
Boeing May 2014 - Present
Boeing July 2012 - Present
Bath and Body Works May 2011 - January 2012
Bath and Body Works October 2008 - May 2011
Morgan Stanley Smith Barney June 2010 - September 2010
Skills
Leadership, PowerPoint, Microsoft Excel, Finance, Leadership Development, Budgets, Forecasting, Data Analysis, Account Reconciliation, Facebook, Retail, Training, Research, Financial Planning, Program Management, Pricing, Project Planning, Project Management
Education
University of Southern California - Marshall School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
California State University-Fullerton 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Claremont High School 2004 — 2008
Boeing May 2014 - Present
Boeing July 2012 - Present
Bath and Body Works May 2011 - January 2012
Bath and Body Works October 2008 - May 2011
Morgan Stanley Smith Barney June 2010 - September 2010
Skills
Leadership, PowerPoint, Microsoft Excel, Finance, Leadership Development, Budgets, Forecasting, Data Analysis, Account Reconciliation, Facebook, Retail, Training, Research, Financial Planning, Program Management, Pricing, Project Planning, Project Management
Education
University of Southern California - Marshall School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
California State University-Fullerton 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Claremont High School 2004 — 2008
Christopher Luyet's Morgan Stanley Smith Barney Experience August 2008 - May 2010
Job Co Founder of Park a Bike, Inc.
Industry Executive Office
Experience
RIDE December 2010 - Present
Park A Bike, Inc. April 2010 - Present
Morgan Stanley Smith Barney August 2008 - May 2010
Wells Fargo Investments March 2002 - August 2008
Skills
Start-ups, Sales Operations, Sales Management, New Business Development, Business Strategy, Marketing Strategy, Strategic Planning, Team Building, Business Development, Marketing, Strategic Partnerships, Strategy, Contract Negotiation, Leadership, Budgets, Sales, Entrepreneurship, Social Media Marketing, Online Marketing, Lead Generation, Business Planning, Small Business, Public Relations, Fundraising, Marketing Communications, Leadership Development, Management, Project Planning, Social Networking, Public Speaking
Education
CSU Sacramento 2002 — 2005
Business Administration, Marketing
RIDE December 2010 - Present
Park A Bike, Inc. April 2010 - Present
Morgan Stanley Smith Barney August 2008 - May 2010
Wells Fargo Investments March 2002 - August 2008
Skills
Start-ups, Sales Operations, Sales Management, New Business Development, Business Strategy, Marketing Strategy, Strategic Planning, Team Building, Business Development, Marketing, Strategic Partnerships, Strategy, Contract Negotiation, Leadership, Budgets, Sales, Entrepreneurship, Social Media Marketing, Online Marketing, Lead Generation, Business Planning, Small Business, Public Relations, Fundraising, Marketing Communications, Leadership Development, Management, Project Planning, Social Networking, Public Speaking
Education
CSU Sacramento 2002 — 2005
Business Administration, Marketing
Camille Sheppard-Parrish, PhDc, MBA, PMP Camille Sheppard-Parrish, PhDc, MBA, PMP's Morgan Stanley Smith Barney Experience June 1989 - August 1998
Job Healthcare IT Director, Author Relationship and Life Strategist/ TV & Radio Host
Industry Information Technology and Services
Experience
Optimum Healthcare IT February 2014 - December 2014
314e Corporation September 2013 - February 2014
CATHOLIC HEALTH INITITVE May 2013 - September 2013
314e Corporation September 2012 - May 2013
Kaiser Permanente August 2011 - August 2012
Hoag Memorial Hospital February 2010 - March 2011
System Tec Corporation and Morgan Hunter Healthcare September 2008 - January 2010
Sentara Healthcare August 1998 - August 2008
Morgan Stanley Smith Barney June 1989 - August 1998
Dean Witter Trust Company May 1987 - June 1989
Skills
ICD-10, Healthcare Information..., HIPAA, Project Management, EMR, Change Management, Process Improvement, Integration, Program Management, HL7, PMO, Management, Business Process..., PMP, Vendor Management, Business Process, Strategy, Leadership, EHR, Information Technology, Healthcare, Team Building, Enterprise Software, SDLC, Visio, Strategic Planning
Education
Capella University 2010 — 2012
PHD, Organization and Management - Specialization in IT Mgmt
Capella University 2009 — 2010
MBA, Information Technology
Capella University 2007 — 2008
BS, Project Management
Tidewater Community College 2002 — 2004
AA, Business Administration
SAS Institute Inc
Rutgers, The State University of New Jersey-Newark 1986 — 1988
Business - English
Optimum Healthcare IT February 2014 - December 2014
314e Corporation September 2013 - February 2014
CATHOLIC HEALTH INITITVE May 2013 - September 2013
314e Corporation September 2012 - May 2013
Kaiser Permanente August 2011 - August 2012
Hoag Memorial Hospital February 2010 - March 2011
System Tec Corporation and Morgan Hunter Healthcare September 2008 - January 2010
Sentara Healthcare August 1998 - August 2008
Morgan Stanley Smith Barney June 1989 - August 1998
Dean Witter Trust Company May 1987 - June 1989
Skills
ICD-10, Healthcare Information..., HIPAA, Project Management, EMR, Change Management, Process Improvement, Integration, Program Management, HL7, PMO, Management, Business Process..., PMP, Vendor Management, Business Process, Strategy, Leadership, EHR, Information Technology, Healthcare, Team Building, Enterprise Software, SDLC, Visio, Strategic Planning
Education
Capella University 2010 — 2012
PHD, Organization and Management - Specialization in IT Mgmt
Capella University 2009 — 2010
MBA, Information Technology
Capella University 2007 — 2008
BS, Project Management
Tidewater Community College 2002 — 2004
AA, Business Administration
SAS Institute Inc
Rutgers, The State University of New Jersey-Newark 1986 — 1988
Business - English
Laura Klaasen's Morgan Stanley Smith Barney Experience March 2010 - June 2010
Job Project Coordinator at Innovative Cleaning Equipment
Industry Machinery
Experience
Innovative Cleaning Equipment (FOAM-iT) March 2013 - Present
Wolverine World Wide November 2011 - March 2013
Mary Free Bed Rehabilitation Hospital January 2011 - May 2011
Morgan Stanley Smith Barney March 2010 - June 2010
Skills
Microsoft Excel, Tax, Customer Service, Social Networking, Microsoft Office, Human Resources
Education
Calvin College 2007 — 2011
Bachelor of Arts, Business
Innovative Cleaning Equipment (FOAM-iT) March 2013 - Present
Wolverine World Wide November 2011 - March 2013
Mary Free Bed Rehabilitation Hospital January 2011 - May 2011
Morgan Stanley Smith Barney March 2010 - June 2010
Skills
Microsoft Excel, Tax, Customer Service, Social Networking, Microsoft Office, Human Resources
Education
Calvin College 2007 — 2011
Bachelor of Arts, Business
Christopher E. Noz Christopher E. Noz's Morgan Stanley Smith Barney Experience June 2007 - August 2007
Job Cal Poly Pomona Graduate Seeking fulltime employment in an Industrial Engineering position.
Industry Mechanical or Industrial Engineering
Experience
Bay Cities May 2013 - Present
Empowered Energy Solutions, Inc. June 2012 - September 2012
Reading Cinemas June 2006 - September 2012
College Student Volunteer January 2007 - August 2010
Morgan Stanley Smith Barney June 2007 - August 2007
Skills
Customer Service, Solidworks, Microsoft Office, PowerPoint, Microsoft Excel, Management, Teamwork, Microsoft Word, Internet, Visual Basic, SketchUp, Energy Plus, Open Studio, Engineering, Manufacturing, Project Development, Strategic Planning, Lean Manufacturing, SolidWorks, 5S, Root Cause Analysis
Education
California State Polytechnic University-Pomona 2008 — 2014
Bachelors of Science, Industrial Engineering
Rancho Bernardo high school 2004 — 2008
High School Diploma
Bay Cities May 2013 - Present
Empowered Energy Solutions, Inc. June 2012 - September 2012
Reading Cinemas June 2006 - September 2012
College Student Volunteer January 2007 - August 2010
Morgan Stanley Smith Barney June 2007 - August 2007
Skills
Customer Service, Solidworks, Microsoft Office, PowerPoint, Microsoft Excel, Management, Teamwork, Microsoft Word, Internet, Visual Basic, SketchUp, Energy Plus, Open Studio, Engineering, Manufacturing, Project Development, Strategic Planning, Lean Manufacturing, SolidWorks, 5S, Root Cause Analysis
Education
California State Polytechnic University-Pomona 2008 — 2014
Bachelors of Science, Industrial Engineering
Rancho Bernardo high school 2004 — 2008
High School Diploma
Dorothy Angelini's Morgan Stanley Smith Barney Experience April 1991 - May 2010
Job Client Associate
Industry Investment Management
Experience
RBC Wealth Management November 2013 - Present
Integris Wealth Management November 2010 - June 2013
Morgan Stanley Smith Barney April 1991 - May 2010
Prudential Securities October 1988 - April 1991
Skills
Wealth Management, Asset Allocation, Retirement Planning, Investment Advisory, Mutual Funds, Equities, Investments, Investment Strategies, Portfolio Management, Asset Managment
Education
Monterey Peninsula College 1993 — 1995
Political Science and Government
Butte College 1980 — 1984
Political Science and Government
RBC Wealth Management November 2013 - Present
Integris Wealth Management November 2010 - June 2013
Morgan Stanley Smith Barney April 1991 - May 2010
Prudential Securities October 1988 - April 1991
Skills
Wealth Management, Asset Allocation, Retirement Planning, Investment Advisory, Mutual Funds, Equities, Investments, Investment Strategies, Portfolio Management, Asset Managment
Education
Monterey Peninsula College 1993 — 1995
Political Science and Government
Butte College 1980 — 1984
Political Science and Government
Balfoure Brenes Balfoure Brenes's Morgan Stanley Smith Barney Experience January 2012 - September 2012
Job Financial Services at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2012 - Present
Morgan Stanley Smith Barney January 2012 - September 2012
Bank of America Merrill Lynch February 2007 - December 2011
Education
California State University-Northridge
Bachelor of Business Administration (B.B.A.), Finance, Business Administration
Merrill Lynch September 2012 - Present
Morgan Stanley Smith Barney January 2012 - September 2012
Bank of America Merrill Lynch February 2007 - December 2011
Education
California State University-Northridge
Bachelor of Business Administration (B.B.A.), Finance, Business Administration
James Church James Church's Morgan Stanley Smith Barney Experience 2009 - 2010
Job First Vice President Investment Officer at Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors 2010 - Present
Morgan Stanley Smith Barney 2009 - 2010
Smith Barney 2004 - 2009
Skills
Deferred Compensation, Estate Investment..., Insurance, Investments, Multigenerational..., Retirement Planning, Wealth Preservation...
Education
California State University-Bakersfield 1985 — 1990
Bachelor of Science, Business Adminstration concentration in Finance
North High
Wells Fargo Advisors 2010 - Present
Morgan Stanley Smith Barney 2009 - 2010
Smith Barney 2004 - 2009
Skills
Deferred Compensation, Estate Investment..., Insurance, Investments, Multigenerational..., Retirement Planning, Wealth Preservation...
Education
California State University-Bakersfield 1985 — 1990
Bachelor of Science, Business Adminstration concentration in Finance
North High
Karl Knickmeyer Karl Knickmeyer's Morgan Stanley Smith Barney Experience October 2008 - April 2010
Job Law Office of Karl H. Knickmeyer
Industry Law Practice
Experience
Law Office of Karl H. Knickmeyer April 2010 - Present
Morgan Stanley Smith Barney October 2008 - April 2010
Karl H. Knickmeyer, Esq. October 1984 - October 2008
Skills
Estate Planning, Trusts, High Net Worth..., Estate Tax Planning, Strategic Planning, Tax, Mergers & Acquisitions, Wealth, Analysis, Corporate Law, Financial Advisory, Estate Law, Insurance, Real Estate, LLC, Legal Assistance, Gift Tax, Tax Law, Wills, Litigation
Education
New York University School of Law 1976 — 1977
LL.M., Taxation
California Western School of Law 1973 — 1976
JD
University of California, San Diego
B.A., Economics
Law Office of Karl H. Knickmeyer April 2010 - Present
Morgan Stanley Smith Barney October 2008 - April 2010
Karl H. Knickmeyer, Esq. October 1984 - October 2008
Skills
Estate Planning, Trusts, High Net Worth..., Estate Tax Planning, Strategic Planning, Tax, Mergers & Acquisitions, Wealth, Analysis, Corporate Law, Financial Advisory, Estate Law, Insurance, Real Estate, LLC, Legal Assistance, Gift Tax, Tax Law, Wills, Litigation
Education
New York University School of Law 1976 — 1977
LL.M., Taxation
California Western School of Law 1973 — 1976
JD
University of California, San Diego
B.A., Economics
Elena Bogorad Elena Bogorad's Morgan Stanley Smith Barney Experience December 1999 - March 2002
Job Product Manager at Authentise
Industry Information Technology and Services
Experience
Authentise April 2013 - Present
Alamo Danville Artists' Society (ADAS) January 2012 - Present
Fine QRT August 2011 - April 2013
Aereo Networks January 2006 - April 2011
ElenaAks January 2004 - December 2006
EruditeOlympics January 2002 - September 2005
Morgan Stanley Smith Barney December 1999 - March 2002
Prudential Financial August 1996 - December 1999
Skills
Online Advertising, Business Development, Product Development, Business Planning, Digital Marketing, Publishing, Social Networking, Entrepreneurship, Social Media Marketing, Product Management, Marketing, Facebook
Education
California State University-East Bay
MBA
Lomonosov Moscow State University
BS
Authentise April 2013 - Present
Alamo Danville Artists' Society (ADAS) January 2012 - Present
Fine QRT August 2011 - April 2013
Aereo Networks January 2006 - April 2011
ElenaAks January 2004 - December 2006
EruditeOlympics January 2002 - September 2005
Morgan Stanley Smith Barney December 1999 - March 2002
Prudential Financial August 1996 - December 1999
Skills
Online Advertising, Business Development, Product Development, Business Planning, Digital Marketing, Publishing, Social Networking, Entrepreneurship, Social Media Marketing, Product Management, Marketing, Facebook
Education
California State University-East Bay
MBA
Lomonosov Moscow State University
BS
Benjamin Herhold Benjamin Herhold's Morgan Stanley Smith Barney Experience January 2011 - March 2012
Job Manager, Business Development
Industry Utilities
Experience
NRG Energy, Inc. April 2013 - Present
18 Rabbits August 2012 - April 2013
Morgan Stanley Smith Barney January 2011 - March 2012
Skills
Financial Analysis
Education
University of San Francisco - Masagung Graduate School of Management
Master of Business Administration (MBA), Finance, General
California Polytechnic State University-San Luis Obispo 2003 — 2008
Business Administration, Marketing/Marketing Management, General
Bellarmine College Preparatory 1999 — 2003
General Education, High School
NRG Energy, Inc. April 2013 - Present
18 Rabbits August 2012 - April 2013
Morgan Stanley Smith Barney January 2011 - March 2012
Skills
Financial Analysis
Education
University of San Francisco - Masagung Graduate School of Management
Master of Business Administration (MBA), Finance, General
California Polytechnic State University-San Luis Obispo 2003 — 2008
Business Administration, Marketing/Marketing Management, General
Bellarmine College Preparatory 1999 — 2003
General Education, High School
Brodie Johanson Brodie Johanson's Morgan Stanley Smith Barney Experience 1997 - Present
Job Senior Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 1997 - Present
Education
California State University-Fresno 1992 — 1997
BS, Business Administration
Oakmont High School 1988 — 1991
Morgan Stanley Smith Barney 1997 - Present
Education
California State University-Fresno 1992 — 1997
BS, Business Administration
Oakmont High School 1988 — 1991
Tawni Serrano, MBA's Morgan Stanley Smith Barney Experience August 2011 - March 2012
Job Associate Management Analyst, Advanced Metering Infrastructure at City of San Diego
Industry Nonprofit Organization Management
Experience
City of San Diego September 2015 - Present
City of San Diego April 2014 - September 2015
Active Youth Scholars Association March 2012 - December 2014
San Diego Flash January 2012 - November 2013
County of San Diego April 2012 - November 2012
American Cancer Society Relay for Life January 2004 - May 2012
Morgan Stanley Smith Barney August 2011 - March 2012
County of San Diego August 2008 - August 2010
California State University September 2008 - February 2009
Skills
Non-profits, Marketing, Finance, Fundraising, Leadership, Budgets, Human Resources, Management, Public Speaking, Social Media Marketing, Microsoft Excel, Microsoft Office, Event Planning, Social Media, PowerPoint, Nonprofits, Team Building, Marketing Strategy, Email Marketing, Program Management, Social Networking
Education
University of Redlands 2010 — 2012
MBA, Finance
California State University-San Marcos - College of Business Administration 2006 — 2010
Bachelor of Science, Management
City of San Diego September 2015 - Present
City of San Diego April 2014 - September 2015
Active Youth Scholars Association March 2012 - December 2014
San Diego Flash January 2012 - November 2013
County of San Diego April 2012 - November 2012
American Cancer Society Relay for Life January 2004 - May 2012
Morgan Stanley Smith Barney August 2011 - March 2012
County of San Diego August 2008 - August 2010
California State University September 2008 - February 2009
Skills
Non-profits, Marketing, Finance, Fundraising, Leadership, Budgets, Human Resources, Management, Public Speaking, Social Media Marketing, Microsoft Excel, Microsoft Office, Event Planning, Social Media, PowerPoint, Nonprofits, Team Building, Marketing Strategy, Email Marketing, Program Management, Social Networking
Education
University of Redlands 2010 — 2012
MBA, Finance
California State University-San Marcos - College of Business Administration 2006 — 2010
Bachelor of Science, Management
Janesha Dua's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Associate at Berkshire Partners
Industry Venture Capital & Private Equity
Experience
Berkshire Partners August 2015 - Present
Bain & Company July 2012 - July 2015
Stanford University September 2011 - June 2012
Morgan Stanley Smith Barney June 2011 - August 2011
National Math and Science Initiative, YLP 2011 - 2011
Morgan Stanley Smith Barney 2010 - 2010
Princeton University July 2009 - September 2009
Princeton University July 2008 - September 2008
Skills
Matlab, C, Data Analysis, Analysis, Excel, SQL, Mathematica, Microsoft Office, Problem Solving, PowerPoint, Assembly, Monte Carlo Simulation, Public Speaking, Marketing, Gantt, Microsoft Excel, Management Consulting, Strategy, Manufacturing, Analytics, Strategic Consulting, Research, Business Strategy, Multi-channel Retail, Market Research
Education
Stanford University 2011 — 2012
MS, Management Science and Engineering
California Institute of Technology 2007 — 2011
BS, Electrical Engineering
New Providence High School 2005 — 2007
Berkshire Partners August 2015 - Present
Bain & Company July 2012 - July 2015
Stanford University September 2011 - June 2012
Morgan Stanley Smith Barney June 2011 - August 2011
National Math and Science Initiative, YLP 2011 - 2011
Morgan Stanley Smith Barney 2010 - 2010
Princeton University July 2009 - September 2009
Princeton University July 2008 - September 2008
Skills
Matlab, C, Data Analysis, Analysis, Excel, SQL, Mathematica, Microsoft Office, Problem Solving, PowerPoint, Assembly, Monte Carlo Simulation, Public Speaking, Marketing, Gantt, Microsoft Excel, Management Consulting, Strategy, Manufacturing, Analytics, Strategic Consulting, Research, Business Strategy, Multi-channel Retail, Market Research
Education
Stanford University 2011 — 2012
MS, Management Science and Engineering
California Institute of Technology 2007 — 2011
BS, Electrical Engineering
New Providence High School 2005 — 2007
Keith Stancil Keith Stancil's Morgan Stanley Smith Barney Experience July 2011 - Present
Job I.T. Technician at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2011 - Present
Foot Locker June 2011 - Present
Best Western International January 2010 - November 2010
Baltimore City Mayor's Office of Employment Development June 2009 - August 2009
Skills
Microsoft Operating..., Merchandising, Data Entry, Computer Hardware, Enterprise Software, Network Engineering, Phone Etiquette, Retail, Direct Marketing, Shoes
Education
Caldwell College 2009 — 2010
Morgan Stanley Smith Barney July 2011 - Present
Foot Locker June 2011 - Present
Best Western International January 2010 - November 2010
Baltimore City Mayor's Office of Employment Development June 2009 - August 2009
Skills
Microsoft Operating..., Merchandising, Data Entry, Computer Hardware, Enterprise Software, Network Engineering, Phone Etiquette, Retail, Direct Marketing, Shoes
Education
Caldwell College 2009 — 2010
Charles Singer, CFP® Charles Singer, CFP®'s Morgan Stanley Smith Barney Experience 2009 - 2010
Job Financial Advisor, Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2013 - Present
Robert W. Baird & Co. January 2010 - February 2013
Morgan Stanley Smith Barney 2009 - 2010
Smith Barney 1996 - 2009
Shearson Lehman 1989 - 1996
E. F. Hutton 1985 - 1989
Thomson Mckinnon Securites 1979 - 1985
Skills
Retirement Planning, Investments, Securities, Wealth, Mutual Funds, Asset Allocation, Wealth Management, Investment Advisory, Alternative Investments, Estate Planning..., Strategic Planning, Asset Management, Portfolio Management, Financial Advisory, Estate Planning, FINRA, Equities
Education
University of Evansville 1974 — 1978
BS, Accounting
College for Financial Planning
CFP®
Butler University
MBA, Business
Bosse High School 1970 — 1974
Wells Fargo Advisors February 2013 - Present
Robert W. Baird & Co. January 2010 - February 2013
Morgan Stanley Smith Barney 2009 - 2010
Smith Barney 1996 - 2009
Shearson Lehman 1989 - 1996
E. F. Hutton 1985 - 1989
Thomson Mckinnon Securites 1979 - 1985
Skills
Retirement Planning, Investments, Securities, Wealth, Mutual Funds, Asset Allocation, Wealth Management, Investment Advisory, Alternative Investments, Estate Planning..., Strategic Planning, Asset Management, Portfolio Management, Financial Advisory, Estate Planning, FINRA, Equities
Education
University of Evansville 1974 — 1978
BS, Accounting
College for Financial Planning
CFP®
Butler University
MBA, Business
Bosse High School 1970 — 1974
Justin Leader's Morgan Stanley Smith Barney Experience July 2010 - August 2011
Job Employee Benefit and Risk Management Thought Leader
Industry Insurance
Experience
Special Risk Insurance Services, Inc. August 2011 - Present
American Heart Association September 2012 - April 2014
Morgan Stanley Smith Barney July 2010 - August 2011
Novartis February 2008 - July 2010
Bally Total Fitness January 2007 - February 2008
California University of Pennsylvania August 2001 - January 2007
Education
California University of Pennsylvania 2005 — 2007
Master of Science, Exercise Science; Injury Prevention, Corporate Health and Wellness, 4.0
California University of Pennsylvania 2001 — 2005
Bachelor of Science, Biology, Pre-Medicine, 3.5
Bedford High School 1997 — 2001
Special Risk Insurance Services, Inc. August 2011 - Present
American Heart Association September 2012 - April 2014
Morgan Stanley Smith Barney July 2010 - August 2011
Novartis February 2008 - July 2010
Bally Total Fitness January 2007 - February 2008
California University of Pennsylvania August 2001 - January 2007
Education
California University of Pennsylvania 2005 — 2007
Master of Science, Exercise Science; Injury Prevention, Corporate Health and Wellness, 4.0
California University of Pennsylvania 2001 — 2005
Bachelor of Science, Biology, Pre-Medicine, 3.5
Bedford High School 1997 — 2001
Duncan Addison Duncan Addison's Morgan Stanley Smith Barney Experience June 1993 - November 1998
Job Sales Excutive at Holland Electronics
Industry Telecommunications
Experience
Holland Electronics September 2003 - Present
HomeGrid Forum October 2012 - March 2015
CPBA 2006 - 2014
CPBA 2006 - 2014
UBS November 1998 - September 2003
Morgan Stanley Smith Barney June 1993 - November 1998
Skills
Sales Management, New Business Development, Product Management, Account Management, Customer Service, Customer Retention, Business Development, Sales, Direct Sales, Telecommunications, Contract Negotiation, Cross-functional Team..., Marketing Strategy, Strategic Partnerships, Competitive Analysis, Negotiation, Product Development, Strategic Planning, Key Account Management, Wireless, Channel Partners, Solution Selling, Pricing, Broadband, Product Marketing, Sales Process, Forecasting, Customer Acquisition, Team Building, Sales Operations, Selling, B2B, International Sales, Salesforce.com, Fiber Optics
Education
California State University-Northridge
BS, Finance/Business Administration
California State University-Northridge
BS Finance, Finance and Financial Management Services
Holland Electronics September 2003 - Present
HomeGrid Forum October 2012 - March 2015
CPBA 2006 - 2014
CPBA 2006 - 2014
UBS November 1998 - September 2003
Morgan Stanley Smith Barney June 1993 - November 1998
Skills
Sales Management, New Business Development, Product Management, Account Management, Customer Service, Customer Retention, Business Development, Sales, Direct Sales, Telecommunications, Contract Negotiation, Cross-functional Team..., Marketing Strategy, Strategic Partnerships, Competitive Analysis, Negotiation, Product Development, Strategic Planning, Key Account Management, Wireless, Channel Partners, Solution Selling, Pricing, Broadband, Product Marketing, Sales Process, Forecasting, Customer Acquisition, Team Building, Sales Operations, Selling, B2B, International Sales, Salesforce.com, Fiber Optics
Education
California State University-Northridge
BS, Finance/Business Administration
California State University-Northridge
BS Finance, Finance and Financial Management Services
Michelle Dowling's Morgan Stanley Smith Barney Experience March 2010 - September 2013
Job Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2015 - Present
Morgan Stanley September 2013 - Present
Morgan Stanley Smith Barney March 2010 - September 2013
Twin Rivers Unified School District September 2006 - June 2009
Skills
SharePoint, Project Management, Equities, Leadership, Visio, Business Analysis, Access, Program Management, Software Documentation, Marketing Communications, Technical Writing, Speech Writing, Series 7, Financial Planning, Wealth Management
Education
Stanford University 2001 — 2003
Master of Arts (M.A.), Communication and Media Studies, 3.32
California State University-Sacramento 1998 — 2001
Bachelor of Arts (B.A.), Organizational Communication, General, 3.61
Morgan Stanley October 2015 - Present
Morgan Stanley September 2013 - Present
Morgan Stanley Smith Barney March 2010 - September 2013
Twin Rivers Unified School District September 2006 - June 2009
Skills
SharePoint, Project Management, Equities, Leadership, Visio, Business Analysis, Access, Program Management, Software Documentation, Marketing Communications, Technical Writing, Speech Writing, Series 7, Financial Planning, Wealth Management
Education
Stanford University 2001 — 2003
Master of Arts (M.A.), Communication and Media Studies, 3.32
California State University-Sacramento 1998 — 2001
Bachelor of Arts (B.A.), Organizational Communication, General, 3.61
Joan Solbeck's Morgan Stanley Smith Barney Experience January 1984 - June 2010
Job Past President Luminarts Cultural Foundation
Industry Financial Services
Experience
Dunes Learning Center July 2013 - Present
Luminarts Cultural Foundation 2009 - Present
Lyric Opera Guild Board Of Directors June 2001 - Present
Chicago State University Foundations 2010 - July 2015
Union League Club of Chicago June 2010 - May 2013
Morgan Stanley Smith Barney January 1984 - June 2010
Exxon 1980 - 1984
IBM 1973 - 1980
Cook County Hospital June 1963 - 1973
Skills
Strategic Planning, Investments, Wealth Management, Non-profits, Fundraising, Strategic Financial..., Business Strategy, Public Speaking, Coaching, Succession Planning, Asset Managment, Business Planning
Education
University of Chicago 1991 — 1995
Basic Program, Thoughts of the western world
Quinlan School of Business, Loyola University Chicago 1970 — 1973
msir, Industrial Relations
Butler University 1959 — 1963
Ba, Psych/soc
Dunes Learning Center July 2013 - Present
Luminarts Cultural Foundation 2009 - Present
Lyric Opera Guild Board Of Directors June 2001 - Present
Chicago State University Foundations 2010 - July 2015
Union League Club of Chicago June 2010 - May 2013
Morgan Stanley Smith Barney January 1984 - June 2010
Exxon 1980 - 1984
IBM 1973 - 1980
Cook County Hospital June 1963 - 1973
Skills
Strategic Planning, Investments, Wealth Management, Non-profits, Fundraising, Strategic Financial..., Business Strategy, Public Speaking, Coaching, Succession Planning, Asset Managment, Business Planning
Education
University of Chicago 1991 — 1995
Basic Program, Thoughts of the western world
Quinlan School of Business, Loyola University Chicago 1970 — 1973
msir, Industrial Relations
Butler University 1959 — 1963
Ba, Psych/soc
R. Ward Flintom's Morgan Stanley Smith Barney Experience January 2001 - Present
Job Vice President at Morgan Stanley Smith Barney
Industry Investment Management
Experience
Morgan Stanley Smith Barney January 2001 - Present
Merrill Lynch November 1993 - January 2001
Education
Campbell University 1983 — 1987
Cary Senior High School 1980 — 1983
Morgan Stanley Smith Barney January 2001 - Present
Merrill Lynch November 1993 - January 2001
Education
Campbell University 1983 — 1987
Cary Senior High School 1980 — 1983
Alex Ridgway's Morgan Stanley Smith Barney Experience June 2010 - June 2011
Job Quantitative Financial Modeler
Industry Financial Services
Experience
Bank of America November 2014 - Present
Morgan Stanley June 2011 - November 2014
Morgan Stanley Smith Barney June 2010 - June 2011
Conexant Systems, Inc. October 1999 - September 2008
Sun Microsystems Laboratories 1997 - 1999
Education
Caltech 1986 — 1992
Ph.D., Physics
University of California, Berkeley 1982 — 1986
A.B., Physics
Bank of America November 2014 - Present
Morgan Stanley June 2011 - November 2014
Morgan Stanley Smith Barney June 2010 - June 2011
Conexant Systems, Inc. October 1999 - September 2008
Sun Microsystems Laboratories 1997 - 1999
Education
Caltech 1986 — 1992
Ph.D., Physics
University of California, Berkeley 1982 — 1986
A.B., Physics
Robin Liebes's Morgan Stanley Smith Barney Experience February 1994 - Present
Job VP, Financial Advisor, Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 1994 - Present
Education
California State University-Hayward - School of Business and Economics 1979 — 1982
Morgan Stanley Smith Barney February 1994 - Present
Education
California State University-Hayward - School of Business and Economics 1979 — 1982
Scott Luc's Morgan Stanley Smith Barney Experience June 2005 - September 2008
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2008 - Present
Morgan Stanley Smith Barney June 2005 - September 2008
Education
Butler University 2001 — 2005
Finance
Butler University - College of Business Administration 2001 — 2005
Merrill Lynch September 2008 - Present
Morgan Stanley Smith Barney June 2005 - September 2008
Education
Butler University 2001 — 2005
Finance
Butler University - College of Business Administration 2001 — 2005
Mikki Parvin's Morgan Stanley Smith Barney Experience January 1999 - January 2003
Job Senior Staffing Supervisor at Kelly Services
Industry Staffing and Recruiting
Experience
Kelly Services August 2004 - Present
Morgan Stanley Smith Barney January 1999 - January 2003
Morgan Stanely Smith Barney January 1998 - January 1999
Skills
Employee Relations, Recruiting, Human Resources, Performance Management, Employee Benefits, Employee Engagement, Applicant Tracking..., Coaching, Customer Service, Team Building, Temporary Placement, Payroll, Operations Management, Temporary Staffing, Hiring, Training, New Hire Orientations, Account Management, Staffing Services, Onboarding, Sales, Management, Screening, Interviews, Talent Acquisition, Technical Recruiting, Sourcing
Education
Butler Community College 1994 — 1996
Kelly Services August 2004 - Present
Morgan Stanley Smith Barney January 1999 - January 2003
Morgan Stanely Smith Barney January 1998 - January 1999
Skills
Employee Relations, Recruiting, Human Resources, Performance Management, Employee Benefits, Employee Engagement, Applicant Tracking..., Coaching, Customer Service, Team Building, Temporary Placement, Payroll, Operations Management, Temporary Staffing, Hiring, Training, New Hire Orientations, Account Management, Staffing Services, Onboarding, Sales, Management, Screening, Interviews, Talent Acquisition, Technical Recruiting, Sourcing
Education
Butler Community College 1994 — 1996
Brian Brereton's Morgan Stanley Smith Barney Experience July 2004 - December 2006
Job Operations Specialist at Verisight
Industry Financial Services
Experience
Benefits Connect 2015 - Present
eHealthInsurance July 2013 - February 2015
Benefits Connect 2015 - 2015
Benefits Connect 2015 - 2015
Benefits Connect 2015 - 2015
RockMed Haight Ashbury Clinic April 2010 - July 2014
Sacramento County Mental Health Board 2011 - 2013
Emergency Medical Services Authority (EMSA) April 2011 - December 2011
World Financial Group (WFG) February 2007 - November 2009
Morgan Stanley Smith Barney July 2004 - December 2006
Skills
Phlebotomy, Medical Assistant, Healthcare, Hospitals, Strategic Planning, Management, Public Speaking, Customer Service, Leadership, Community Outreach, Sales, Social Media, Team Building, Project Planning
Education
California State University-East Bay 1993 — 1995
MBA, Finance
California State University-Sacramento 1979 — 1982
bs, business
DeLaSalle HS
Benefits Connect 2015 - Present
eHealthInsurance July 2013 - February 2015
Benefits Connect 2015 - 2015
Benefits Connect 2015 - 2015
Benefits Connect 2015 - 2015
RockMed Haight Ashbury Clinic April 2010 - July 2014
Sacramento County Mental Health Board 2011 - 2013
Emergency Medical Services Authority (EMSA) April 2011 - December 2011
World Financial Group (WFG) February 2007 - November 2009
Morgan Stanley Smith Barney July 2004 - December 2006
Skills
Phlebotomy, Medical Assistant, Healthcare, Hospitals, Strategic Planning, Management, Public Speaking, Customer Service, Leadership, Community Outreach, Sales, Social Media, Team Building, Project Planning
Education
California State University-East Bay 1993 — 1995
MBA, Finance
California State University-Sacramento 1979 — 1982
bs, business
DeLaSalle HS
Liza Cobo's Morgan Stanley Smith Barney Experience December 2010 - January 2012
Job Professional with background in financial industry with various positions in the financial industry.
Industry Financial Services
Experience
Tofasco of America, Inc. September 2014 - Present
Morgan Stanley Smith Barney December 2010 - January 2012
Morgan Stanley Smith Barney January 2009 - November 2011
AIG SunAmerica September 2008 - December 2008
Kaiser Permanente March 2008 - August 2008
AST Capital Trust April 2007 - November 2007
Pacific Life Insurance September 2003 - April 2007
Transamerica April 1996 - August 2003
Skills
Customer Service, Customer Relations, 401k, Annuities, Series 63, Mutual Funds, Employee Benefits, Financial Modeling, Insurance, Account Management, Securities, Process Improvement, Asset Management, Call Center, Portfolio Management, New Business Development, Sales Management, Team Building, Compliance, Excel, Financial Planning, Problem Solving, Budgeting, PowerPoint, Microsoft Office, Word, Wealth Management, Access, Retirement Planning, Sales Support, Operations Management, Outlook, Financial Services, Investments, Sales, Leadership, CRM, Relationship Management, Marketing, Management, Finance, FINRA, Fixed Annuities, Training
Education
California State University-Northridge 1987 — 1993
Tofasco of America, Inc. September 2014 - Present
Morgan Stanley Smith Barney December 2010 - January 2012
Morgan Stanley Smith Barney January 2009 - November 2011
AIG SunAmerica September 2008 - December 2008
Kaiser Permanente March 2008 - August 2008
AST Capital Trust April 2007 - November 2007
Pacific Life Insurance September 2003 - April 2007
Transamerica April 1996 - August 2003
Skills
Customer Service, Customer Relations, 401k, Annuities, Series 63, Mutual Funds, Employee Benefits, Financial Modeling, Insurance, Account Management, Securities, Process Improvement, Asset Management, Call Center, Portfolio Management, New Business Development, Sales Management, Team Building, Compliance, Excel, Financial Planning, Problem Solving, Budgeting, PowerPoint, Microsoft Office, Word, Wealth Management, Access, Retirement Planning, Sales Support, Operations Management, Outlook, Financial Services, Investments, Sales, Leadership, CRM, Relationship Management, Marketing, Management, Finance, FINRA, Fixed Annuities, Training
Education
California State University-Northridge 1987 — 1993
Bill Grigorieff's Morgan Stanley Smith Barney Experience 1993 - 1998
Job Owner, College Funding Specialists
Industry Financial Services
Experience
College Funding Specialists January 2001 - Present
The Guardian Life Insurance Company of America 2000 - 2001
Morgan Stanley Smith Barney 1993 - 1998
Skills
Computer Hardware, Direct Marketing, People Skills, Negotiation, Investment Properties, First Time Home Buyers, Customer Relations, Strategic Planning, Financial Analysis, Debt Management, Debt Structuring, College Counseling, Coaching, Sales Process, Sales Coach, Computer Repair, Computer Maintenance, Critical Thinking, Life Insurance, Term Life Insurance, Disability Insurance, Indexed Annuities, Fixed Annuities, Fixed Income, Collective Trusts, Equity Indexed Annuities, Life & Health Insurance..., Whole Life, Asset Protection, Helping Clients Succeed, Helping Others Succeed, Passion for Helping..., Fishing, Golf
Education
California State University-Fresno 1991 — 1998
BS, Finance
College Funding Specialists January 2001 - Present
The Guardian Life Insurance Company of America 2000 - 2001
Morgan Stanley Smith Barney 1993 - 1998
Skills
Computer Hardware, Direct Marketing, People Skills, Negotiation, Investment Properties, First Time Home Buyers, Customer Relations, Strategic Planning, Financial Analysis, Debt Management, Debt Structuring, College Counseling, Coaching, Sales Process, Sales Coach, Computer Repair, Computer Maintenance, Critical Thinking, Life Insurance, Term Life Insurance, Disability Insurance, Indexed Annuities, Fixed Annuities, Fixed Income, Collective Trusts, Equity Indexed Annuities, Life & Health Insurance..., Whole Life, Asset Protection, Helping Clients Succeed, Helping Others Succeed, Passion for Helping..., Fishing, Golf
Education
California State University-Fresno 1991 — 1998
BS, Finance
Josh Breeden's Morgan Stanley Smith Barney Experience 1999 - Present
Job mssb
Industry Financial Services
Experience
Morgan Stanley Smith Barney 1999 - Present
Education
California State University Stanislaus
Morgan Stanley Smith Barney 1999 - Present
Education
California State University Stanislaus
John Aguglia's Morgan Stanley Smith Barney Experience February 1992 - June 1995
Job Benefit Program Specialist at NYSUT
Industry Education Management
Experience
NYSUT August 2012 - Present
NYSUT December 2001 - Present
NYSUT December 2001 - Present
Morgan Stanley Smith Barney February 1992 - June 1995
Skills
Financial Reporting, Strategic Planning, Budgets, Public Speaking, Microsoft Excel, Social Media, Strategic Financial..., Team Building, Project Management, Employee Relations, Change Management, Leadership, Health Insurance, Customer Service, Policy, Contract Negotiation, Management, Financial Services, Financial Planning
Education
Canisius College 1977 — 1981
Bachelor of Science (BS), Marketing/Communications
NYSUT August 2012 - Present
NYSUT December 2001 - Present
NYSUT December 2001 - Present
Morgan Stanley Smith Barney February 1992 - June 1995
Skills
Financial Reporting, Strategic Planning, Budgets, Public Speaking, Microsoft Excel, Social Media, Strategic Financial..., Team Building, Project Management, Employee Relations, Change Management, Leadership, Health Insurance, Customer Service, Policy, Contract Negotiation, Management, Financial Services, Financial Planning
Education
Canisius College 1977 — 1981
Bachelor of Science (BS), Marketing/Communications
Terry Dillingham's Morgan Stanley Smith Barney Experience September 2008 - Present
Job Client Service Associate, The Andreason Group, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney September 2008 - Present
Anka Behavioral Health, Inc. formerly Phoenix Programs, Inc. November 1986 - September 2008
Education
California State University-Chico
Morgan Stanley Smith Barney September 2008 - Present
Anka Behavioral Health, Inc. formerly Phoenix Programs, Inc. November 1986 - September 2008
Education
California State University-Chico
Robert Streett's Morgan Stanley Smith Barney Experience January 1994 - January 1997
Job Owner of Clear Water Bidets
Industry Health, Wellness and Fitness
Experience
Clear Water Bidets December 2014 - Present
Intellicheck Mobilisa November 2013 - November 2014
Intellicheck Mobilisa October 2011 - November 2013
Home Depot Exteriors October 2008 - September 2011
Videojet February 2005 - March 2007
Weber Packaging Solutions, Inc. August 2001 - March 2005
Xcell Community Services 1999 - 2002
Financial Network Investment Corporation, Member SIPC January 2001 - August 2001
LPL Financial January 1997 - January 2001
Morgan Stanley Smith Barney January 1994 - January 1997
Skills
Account Management, Budgeting, Business Process, Contract Negotiation, Customer Service, Data Analysis, Databases, Federal Government Sales, Financial Planning, Graphic Design, Hardware Installation, Inventory Management, Key Account Management, Marketing Communications, Marketing Management, New Business Development, Public Speaking, Retail Sales, Small Business Owner, Software Sales, Software Training, Wireless Solutions, Youth Work, Compassion, Positivity, Wireless, Sales, Leadership, Budgets, Program Management, Security, Training, Management, Software Industry, Sales Management, Strategic Financial..., Enforcement, Direct Sales, Project Management, Strategic Planning, Business Development, Solution Selling
Education
California State Polytechnic University-Pomona
Bachelor Science, Business Administration; Marketing Management
Rowland High
Clear Water Bidets December 2014 - Present
Intellicheck Mobilisa November 2013 - November 2014
Intellicheck Mobilisa October 2011 - November 2013
Home Depot Exteriors October 2008 - September 2011
Videojet February 2005 - March 2007
Weber Packaging Solutions, Inc. August 2001 - March 2005
Xcell Community Services 1999 - 2002
Financial Network Investment Corporation, Member SIPC January 2001 - August 2001
LPL Financial January 1997 - January 2001
Morgan Stanley Smith Barney January 1994 - January 1997
Skills
Account Management, Budgeting, Business Process, Contract Negotiation, Customer Service, Data Analysis, Databases, Federal Government Sales, Financial Planning, Graphic Design, Hardware Installation, Inventory Management, Key Account Management, Marketing Communications, Marketing Management, New Business Development, Public Speaking, Retail Sales, Small Business Owner, Software Sales, Software Training, Wireless Solutions, Youth Work, Compassion, Positivity, Wireless, Sales, Leadership, Budgets, Program Management, Security, Training, Management, Software Industry, Sales Management, Strategic Financial..., Enforcement, Direct Sales, Project Management, Strategic Planning, Business Development, Solution Selling
Education
California State Polytechnic University-Pomona
Bachelor Science, Business Administration; Marketing Management
Rowland High
Jerome Ivery's Morgan Stanley Smith Barney Experience November 2010 - June 2012
Job Investment Advisor
Industry Investment Management
Experience
Aon Hewitt March 2014 - Present
TD Ameritrade July 2012 - July 2013
Morgan Stanley Smith Barney November 2010 - June 2012
Southwest Securities February 2008 - November 2010
Wells Fargo September 2004 - June 2008
Skills
Wealth Management, Series 7, Retirement Planning, Equities, Portfolio Management, Mutual Funds, Strategic Financial..., Investments, Risk Management, Bonds, Fixed Income, Asset Managment, Fixed Annuities, Financial Modeling, Financial Services, Insurance, Disability Insurance, Wealth Management..., Investment Advisory, Asset Allocation, Series 65, Uniform Combined State..., Strategic Planning, Alternative Investments
Education
California State University-Sacramento 2014 — 2015
Master’s Degree, Accounting
California State University-Sacramento 2004 — 2007
Bachelor of Science, Real Estate and Land Use Affairs
California State University-Chico 1998 — 2002
Business Administration, Management and Operations
Aon Hewitt March 2014 - Present
TD Ameritrade July 2012 - July 2013
Morgan Stanley Smith Barney November 2010 - June 2012
Southwest Securities February 2008 - November 2010
Wells Fargo September 2004 - June 2008
Skills
Wealth Management, Series 7, Retirement Planning, Equities, Portfolio Management, Mutual Funds, Strategic Financial..., Investments, Risk Management, Bonds, Fixed Income, Asset Managment, Fixed Annuities, Financial Modeling, Financial Services, Insurance, Disability Insurance, Wealth Management..., Investment Advisory, Asset Allocation, Series 65, Uniform Combined State..., Strategic Planning, Alternative Investments
Education
California State University-Sacramento 2014 — 2015
Master’s Degree, Accounting
California State University-Sacramento 2004 — 2007
Bachelor of Science, Real Estate and Land Use Affairs
California State University-Chico 1998 — 2002
Business Administration, Management and Operations
Alana Corso's Morgan Stanley Smith Barney Experience April 2000 - August 2012
Job Realtor, Accredited Staging Professional at Dwell Realtors, Inc.
Industry Real Estate
Experience
Dwell Realtors, Inc. January 2015 - Present
Today Sotheby's International Realty August 2012 - January 2015
Morgan Stanley Smith Barney April 2000 - August 2012
Skills
Real Estate, Sellers, Estate Planning, Marketing, Management, Buyers, Investments, Sales, Strategy, Finance, Real Estate Transactions, Asset Management, Negotiation, Selling, Short Sales
Education
California Polytechnic State University-San Luis Obispo 1995 — 1999
B.S., Ecology & Systematic Biology
California Polytechnic State University-San Luis Obispo 1995 — 1999
Bachelor of Science (B.S.), Environmental Horticulture Science
Dwell Realtors, Inc. January 2015 - Present
Today Sotheby's International Realty August 2012 - January 2015
Morgan Stanley Smith Barney April 2000 - August 2012
Skills
Real Estate, Sellers, Estate Planning, Marketing, Management, Buyers, Investments, Sales, Strategy, Finance, Real Estate Transactions, Asset Management, Negotiation, Selling, Short Sales
Education
California Polytechnic State University-San Luis Obispo 1995 — 1999
B.S., Ecology & Systematic Biology
California Polytechnic State University-San Luis Obispo 1995 — 1999
Bachelor of Science (B.S.), Environmental Horticulture Science
Jenny Koechert's Morgan Stanley Smith Barney Experience March 2010 - October 2010
Job Mammographer / Radiologic Technologist at Radiology Imaging Associates / Invision Sally Jobe
Industry Medical Practice
Experience
Radiology Imaging Associates / Invision Sally Jobe March 2014 - Present
Rose Medical Center January 2013 - December 2014
Morgan Stanley Smith Barney March 2010 - October 2010
Merrill Lynch March 2008 - October 2009
Janus Capital Group, Inc October 2007 - March 2008
Janus Capital Group January 2007 - October 2007
Toyota & Lexus August 2002 - August 2006
Skills
Human Resources, Management, Customer Service, Sales, Marketing, Sales Operations, Finance, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Investments, Leadership, Team Building, Public Speaking, Healthcare
Education
Pima Medical Institute-Denver 2011 — 2012
Associate of Science (AS), Radiologic Technology/Science - Radiographer
California State University-Long Beach - College of Business Administration 1998 — 2002
B.S. Business Administration, Human Resources Management
Radiology Imaging Associates / Invision Sally Jobe March 2014 - Present
Rose Medical Center January 2013 - December 2014
Morgan Stanley Smith Barney March 2010 - October 2010
Merrill Lynch March 2008 - October 2009
Janus Capital Group, Inc October 2007 - March 2008
Janus Capital Group January 2007 - October 2007
Toyota & Lexus August 2002 - August 2006
Skills
Human Resources, Management, Customer Service, Sales, Marketing, Sales Operations, Finance, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Investments, Leadership, Team Building, Public Speaking, Healthcare
Education
Pima Medical Institute-Denver 2011 — 2012
Associate of Science (AS), Radiologic Technology/Science - Radiographer
California State University-Long Beach - College of Business Administration 1998 — 2002
B.S. Business Administration, Human Resources Management
Frank B Hemmen, CRPS's Morgan Stanley Smith Barney Experience November 1985 - Present
Job Vice President Wealth Management at Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 1985 - Present
Lord Abbett & Co. LLC January 1985 - November 1985
Xerox Corporation 1976 - 1985
Skills
Sales Manager
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1980 — 1981
MBA, Finance
California Polytechnic State University-San Luis Obispo 1974 — 1976
Bachelor of Science, Business Administration
Morgan Stanley Smith Barney November 1985 - Present
Lord Abbett & Co. LLC January 1985 - November 1985
Xerox Corporation 1976 - 1985
Skills
Sales Manager
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1980 — 1981
MBA, Finance
California Polytechnic State University-San Luis Obispo 1974 — 1976
Bachelor of Science, Business Administration
John Place's Morgan Stanley Smith Barney Experience September 2000 - August 2002
Job VP of Operations at Mortgage Capital Management
Industry Management Consulting
Experience
Mortgage Capital Management, Inc. 2002 - Present
Morgan Stanley Smith Barney September 2000 - August 2002
Chase September 1999 - September 2000
Allstate July 1996 - September 1999
Skills
Portfolio Management, Credit, FHA, Investments, Residential Mortgages, Mortgage Banking, Loan Origination, Asset Management, Risk Management, Loans
Education
California Polytechnic State University-San Luis Obispo 1994 — 1996
MBA, Marketing
Mortgage Capital Management, Inc. 2002 - Present
Morgan Stanley Smith Barney September 2000 - August 2002
Chase September 1999 - September 2000
Allstate July 1996 - September 1999
Skills
Portfolio Management, Credit, FHA, Investments, Residential Mortgages, Mortgage Banking, Loan Origination, Asset Management, Risk Management, Loans
Education
California Polytechnic State University-San Luis Obispo 1994 — 1996
MBA, Marketing
David Persenaire's Morgan Stanley Smith Barney Experience July 2010 - Present
Job AVP at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2010 - Present
Terra Nova Financial November 2007 - November 2009
Cochran Caronia Waller April 2006 - October 2007
Terra Nova Trading November 2004 - April 2006
Wachovia Securities March 2004 - November 2004
Banc One Capital Markets June 2001 - March 2004
ABN Amro August 1998 - June 2001
NASD Regulation March 1996 - August 1998
Everen Securities 1991 - 1996
Skills
FINRA, Fixed Income, Investment Banking, Mortgage Lending, Series 24, Series 63, Series 7, Trading, Equities, AML, Mutual Funds, Investments, Capital Markets
Education
DePaul University
M.A., Economics
Calvin College
B.A., Economics
Morgan Stanley Smith Barney July 2010 - Present
Terra Nova Financial November 2007 - November 2009
Cochran Caronia Waller April 2006 - October 2007
Terra Nova Trading November 2004 - April 2006
Wachovia Securities March 2004 - November 2004
Banc One Capital Markets June 2001 - March 2004
ABN Amro August 1998 - June 2001
NASD Regulation March 1996 - August 1998
Everen Securities 1991 - 1996
Skills
FINRA, Fixed Income, Investment Banking, Mortgage Lending, Series 24, Series 63, Series 7, Trading, Equities, AML, Mutual Funds, Investments, Capital Markets
Education
DePaul University
M.A., Economics
Calvin College
B.A., Economics
Cheryl Cobb, MBA's Morgan Stanley Smith Barney Experience 2007 - 2008
Job Sr. Business Control Specialist at Bank of America
Industry Banking
Experience
Bank of America 2010 - Present
Red Viking Insurance 2008 - 2009
Morgan Stanley Smith Barney 2007 - 2008
EAG Consultants 2007 - 2007
Quality Home Loans 2005 - 2007
Affinity Bank July 2003 - June 2005
Ventura Pacific Capital Company 1997 - 2003
CTC 1992 - 1997
Skills
Mortgage Lending, Loans, Banking, Credit, Relationship Management, Financial Risk, Loan Origination, Loss Mitigation, Loan Servicing, Mortgage Banking, Risk Management, Strategic Planning, Financial Services, Finance, Credit Analysis, Residential Mortgages, Underwriting, Refinance, Commercial Lending, FHA, Consumer Lending, Mortgage Servicing
Education
California Lutheran University
MBA, Business
California State University-Northridge
B.S.
Bank of America 2010 - Present
Red Viking Insurance 2008 - 2009
Morgan Stanley Smith Barney 2007 - 2008
EAG Consultants 2007 - 2007
Quality Home Loans 2005 - 2007
Affinity Bank July 2003 - June 2005
Ventura Pacific Capital Company 1997 - 2003
CTC 1992 - 1997
Skills
Mortgage Lending, Loans, Banking, Credit, Relationship Management, Financial Risk, Loan Origination, Loss Mitigation, Loan Servicing, Mortgage Banking, Risk Management, Strategic Planning, Financial Services, Finance, Credit Analysis, Residential Mortgages, Underwriting, Refinance, Commercial Lending, FHA, Consumer Lending, Mortgage Servicing
Education
California Lutheran University
MBA, Business
California State University-Northridge
B.S.
Dean Stephens's Morgan Stanley Smith Barney Experience September 2009 - January 2011
Job VP/Commercial Relationship Manager at Umpqua Bank
Industry Banking
Experience
Umpqua Bank June 2014 - Present
Umpqua Bank April 2011 - Present
Morgan Stanley Smith Barney September 2009 - January 2011
Community1st Bank February 2008 - February 2009
Union Bank of California February 1997 - January 2008
Skills
Finance, Loans, Credit, Mortgage Lending, Banking, Financial Analysis, Commercial Lending, Risk Management, Small Business Lending, Strategic Financial..., Underwriting, Insurance, Customer Service, Commercial Mortgages, Portfolio Management, Retirement Planning, Small Business, Social Media, Financial Planning
Education
California State University-Sacramento 2004 — 2006
MBA, Finance
Umpqua Bank June 2014 - Present
Umpqua Bank April 2011 - Present
Morgan Stanley Smith Barney September 2009 - January 2011
Community1st Bank February 2008 - February 2009
Union Bank of California February 1997 - January 2008
Skills
Finance, Loans, Credit, Mortgage Lending, Banking, Financial Analysis, Commercial Lending, Risk Management, Small Business Lending, Strategic Financial..., Underwriting, Insurance, Customer Service, Commercial Mortgages, Portfolio Management, Retirement Planning, Small Business, Social Media, Financial Planning
Education
California State University-Sacramento 2004 — 2006
MBA, Finance
Debra Papageorge's Morgan Stanley Smith Barney Experience July 2010 - May 2015
Job Managing Director at Union Bank
Industry Banking
Experience
Union Bank June 2015 - Present
Morgan Stanley Smith Barney July 2010 - May 2015
Wachovia Trust January 2008 - May 2009
Morgan Stanley 2002 - 2008
citigroup 1999 - 2002
Skills
Trust Services, Asset Allocation, Private Banking, Strategic Financial..., Investment Management, Series 7, Banking, Series 63, Relationship Management, Portfolio Management, Wealth Management..., Investments, Investment Advisory, Securities, Mutual Funds, Retirement Planning, Alternative Investments, Asset Management, Investment Strategies, Uniform Combined State..., Financial Advisory, Estate Planning
Education
Pacific Lutheran Theological Seminary 2007 — 2012
Masters, Religion
California State University-Northridge
BA, Economics
Union Bank June 2015 - Present
Morgan Stanley Smith Barney July 2010 - May 2015
Wachovia Trust January 2008 - May 2009
Morgan Stanley 2002 - 2008
citigroup 1999 - 2002
Skills
Trust Services, Asset Allocation, Private Banking, Strategic Financial..., Investment Management, Series 7, Banking, Series 63, Relationship Management, Portfolio Management, Wealth Management..., Investments, Investment Advisory, Securities, Mutual Funds, Retirement Planning, Alternative Investments, Asset Management, Investment Strategies, Uniform Combined State..., Financial Advisory, Estate Planning
Education
Pacific Lutheran Theological Seminary 2007 — 2012
Masters, Religion
California State University-Northridge
BA, Economics
Cezhan Ambrose's Morgan Stanley Smith Barney Experience September 2011 - August 2012
Job Senior VP at Manhattan Venture Partners
Industry Venture Capital & Private Equity
Experience
MVP/Secondary Direct Venture Fund September 2014 - Present
Third Seven Capital, LLC February 2014 - September 2014
William O'Neil + Co. Inc. August 2012 - February 2014
Morgan Stanley Smith Barney September 2011 - August 2012
Merrill Lynch June 2004 - August 2011
Skills
Investments, Portfolio Management, Wealth Management, Strategic Financial..., Securities, Entrepreneurship, Series 7, Private Equity, Finance, Estate Planning, Asset Management, Equities, Retirement Planning, Equity Research, Investment Advisory, Strategic Planning, Customer Service, Institutional Sales, Institutional..., Hedge Funds, Investment Management, Fixed Income, Business Development, Asset Allocation, Capital Markets, Series 63, Investment Strategies, Asset Managment, Institutional Research, Institutional Investors, Venture Capital, Investment Banking, Alternative Investments, Valuation, Financial Planning
Education
New York University
BA, Politics
Harvard-Westlake School
Mirman School For Gifted Children
California State University-Los Angeles
MBA, Business, Economics, Management, Dean's List
MVP/Secondary Direct Venture Fund September 2014 - Present
Third Seven Capital, LLC February 2014 - September 2014
William O'Neil + Co. Inc. August 2012 - February 2014
Morgan Stanley Smith Barney September 2011 - August 2012
Merrill Lynch June 2004 - August 2011
Skills
Investments, Portfolio Management, Wealth Management, Strategic Financial..., Securities, Entrepreneurship, Series 7, Private Equity, Finance, Estate Planning, Asset Management, Equities, Retirement Planning, Equity Research, Investment Advisory, Strategic Planning, Customer Service, Institutional Sales, Institutional..., Hedge Funds, Investment Management, Fixed Income, Business Development, Asset Allocation, Capital Markets, Series 63, Investment Strategies, Asset Managment, Institutional Research, Institutional Investors, Venture Capital, Investment Banking, Alternative Investments, Valuation, Financial Planning
Education
New York University
BA, Politics
Harvard-Westlake School
Mirman School For Gifted Children
California State University-Los Angeles
MBA, Business, Economics, Management, Dean's List
Tracie Thompson's Morgan Stanley Smith Barney Experience January 2007 - April 2010
Job Assistant Vice President Complex Risk Officer at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley December 2014 - Present
National Planning Corporation (NPC) March 2013 - December 2014
National Planning Corporation (NPC) May 2011 - March 2013
Morgan Stanley Smith Barney January 2007 - April 2010
Smith Barney Citigroup August 1999 - January 2007
SunAmerica Retirement Markets August 1996 - March 1999
Skills
Public Speaking, Asset Managment, Mutual Funds, Financial Analysis, Investments, Accounting, Marketing, Portfolio Management, Project Management, Sales
Education
Loyola Marymount University 2009 — 2013
Masters in Counseling, School of Education
California State University-Dominguez Hills 2001 — 2003
Bachelor of Arts (BA), Political Science / minor: Public Administration
Morgan Stanley December 2014 - Present
National Planning Corporation (NPC) March 2013 - December 2014
National Planning Corporation (NPC) May 2011 - March 2013
Morgan Stanley Smith Barney January 2007 - April 2010
Smith Barney Citigroup August 1999 - January 2007
SunAmerica Retirement Markets August 1996 - March 1999
Skills
Public Speaking, Asset Managment, Mutual Funds, Financial Analysis, Investments, Accounting, Marketing, Portfolio Management, Project Management, Sales
Education
Loyola Marymount University 2009 — 2013
Masters in Counseling, School of Education
California State University-Dominguez Hills 2001 — 2003
Bachelor of Arts (BA), Political Science / minor: Public Administration
Dianne C. Ramos's Morgan Stanley Smith Barney Experience December 2009 - Present
Job Experienced professional specializing in communication, training strategy, blended learning, & professional development
Industry Financial Services
Experience
Park Avenue Securities June 2015 - Present
Morgan Stanley Smith Barney December 2009 - Present
Smith Barney April 2009 - December 2009
Smith Barney May 2007 - December 2009
Smith Barney September 2005 - May 2007
Morgan Stanley December 2004 - September 2005
Skills
Series 7, Series 63, Series 24, Wealth Management, Mutual Funds, Asset Allocation, Public Speaking, ETFs, Uniform Combined State..., Retirement Planning, Alternative Investments, Financial Services, Securities, Investment Strategies, Public Relations, Social Media, Microsoft Office, FINRA, Microsoft Excel, PowerPoint, Event Planning, Communication, Philanthropy, Compassion, Training, Leadership, Event Management, Project Management, Instructor-led Training, Internal & External..., Corporate Communications, Technical Training, Training Delivery, 401k, Financial Advisory, Investments
Education
California State University-Fullerton 2002 — 2006
Bachelor of Arts (B.A.), International Business and French
Cerritos High School 1999 — 2002
Rahima Academy, Kingdom of Saudi Arabia
Park Avenue Securities June 2015 - Present
Morgan Stanley Smith Barney December 2009 - Present
Smith Barney April 2009 - December 2009
Smith Barney May 2007 - December 2009
Smith Barney September 2005 - May 2007
Morgan Stanley December 2004 - September 2005
Skills
Series 7, Series 63, Series 24, Wealth Management, Mutual Funds, Asset Allocation, Public Speaking, ETFs, Uniform Combined State..., Retirement Planning, Alternative Investments, Financial Services, Securities, Investment Strategies, Public Relations, Social Media, Microsoft Office, FINRA, Microsoft Excel, PowerPoint, Event Planning, Communication, Philanthropy, Compassion, Training, Leadership, Event Management, Project Management, Instructor-led Training, Internal & External..., Corporate Communications, Technical Training, Training Delivery, 401k, Financial Advisory, Investments
Education
California State University-Fullerton 2002 — 2006
Bachelor of Arts (B.A.), International Business and French
Cerritos High School 1999 — 2002
Rahima Academy, Kingdom of Saudi Arabia
Louella Lovely Maxwell's Morgan Stanley Smith Barney Experience August 2007 - February 2010
Job Assistant Volleyball Coach at US Air Force Academy
Industry Sports
Experience
US Air Force Academy May 2010 - June 2014
Morgan Stanley Smith Barney August 2007 - February 2010
University of Notre Dame April 2003 - June 2007
Deutsche Bank August 1999 - March 2003
Education
University of California, Berkeley 1999 — 2001
MA, Education
Cal Poly San Luis Obispo 1996 — 1997
BA, History
US Air Force Academy May 2010 - June 2014
Morgan Stanley Smith Barney August 2007 - February 2010
University of Notre Dame April 2003 - June 2007
Deutsche Bank August 1999 - March 2003
Education
University of California, Berkeley 1999 — 2001
MA, Education
Cal Poly San Luis Obispo 1996 — 1997
BA, History
Pamela Taylor's Morgan Stanley Smith Barney Experience February 2011 - August 2011
Job Registered Client Associate
Industry Financial Services
Experience
Merrill Lynch June 2011 - Present
Morgan Stanley Smith Barney February 2011 - August 2011
Morgan Stanley Smith Barney January 2005 - February 2010
Smith Barney January 2001 - January 2005
Smith Barney August 1995 - January 2001
Education
California State University-San Marcos - College of Business Administration 1990 — 1992
BS, Management
Merrill Lynch June 2011 - Present
Morgan Stanley Smith Barney February 2011 - August 2011
Morgan Stanley Smith Barney January 2005 - February 2010
Smith Barney January 2001 - January 2005
Smith Barney August 1995 - January 2001
Education
California State University-San Marcos - College of Business Administration 1990 — 1992
BS, Management
Leo Maheras's Morgan Stanley Smith Barney Experience March 2000 - July 2002
Job Owner, Maheras Wealth Management, Inc.
Industry Financial Services
Experience
Maheras Wealth Management, Inc. May 2009 - Present
Merrill Lynch July 2002 - May 2009
Morgan Stanley Smith Barney March 2000 - July 2002
Skills
Asset Allocation, Wealth Management, Investments, Financial Advisory, Investment Strategies, Wealth, Finance, Securities, Wealth Management..., Insurance, Trusts, Management, Personal Finance
Education
University of California, Davis 1994 — 1997
Master of Science, Microbiology
California State University-Sacramento 1990 — 1994
Masters, Microbiology
Maheras Wealth Management, Inc. May 2009 - Present
Merrill Lynch July 2002 - May 2009
Morgan Stanley Smith Barney March 2000 - July 2002
Skills
Asset Allocation, Wealth Management, Investments, Financial Advisory, Investment Strategies, Wealth, Finance, Securities, Wealth Management..., Insurance, Trusts, Management, Personal Finance
Education
University of California, Davis 1994 — 1997
Master of Science, Microbiology
California State University-Sacramento 1990 — 1994
Masters, Microbiology
Nataleah Dietzmann's Morgan Stanley Smith Barney Experience 2007 - 2011
Job Director of Marketing at D.A. Davidson Companies
Industry Financial Services
Experience
D.A. Davidson Companies 2013 - Present
D.A. Davidson & Co. 2011 - 2013
Morgan Stanley Smith Barney 2007 - 2011
Smith Barney 2000 - 2007
Smith Barney 1997 - 2000
Smith Barney Shearson 1994 - 1997
Shearson Lehman Hutton 1988 - 1994
Century 21 1982 - 1988
Skills
Branch Management, Series 8, Series 4, Series 3, Series 65, Series 7, Series 63, FINRA, Wealth Management, Investment Advisory, Asset Allocation, Financial Advisory, Securities, Alternative Investments, Wealth Management..., Investment Strategies, Insurance Life & Helath, Retirement Planning
Education
California State University-Long Beach
Bachelor of Science, Finance
D.A. Davidson Companies 2013 - Present
D.A. Davidson & Co. 2011 - 2013
Morgan Stanley Smith Barney 2007 - 2011
Smith Barney 2000 - 2007
Smith Barney 1997 - 2000
Smith Barney Shearson 1994 - 1997
Shearson Lehman Hutton 1988 - 1994
Century 21 1982 - 1988
Skills
Branch Management, Series 8, Series 4, Series 3, Series 65, Series 7, Series 63, FINRA, Wealth Management, Investment Advisory, Asset Allocation, Financial Advisory, Securities, Alternative Investments, Wealth Management..., Investment Strategies, Insurance Life & Helath, Retirement Planning
Education
California State University-Long Beach
Bachelor of Science, Finance
Keziah Samuel's Morgan Stanley Smith Barney Experience March 2009 - March 2010
Job Senior Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte September 2014 - Present
HSBC Private Bank April 2010 - April 2011
Morgan Stanley Smith Barney March 2009 - March 2010
Goldman Sachs June 2007 - August 2007
Skills
Business Analysis, Bloomberg, Fixed Income, Asset Management, Project Management, Business Development, Strategic Planning, Management, Leadership, Cross-functional Team...
Education
University of Notre Dame - Mendoza College of Business 2013 — 2014
Master of Business Administration (MBA), Consulting, Business Leadership, and Business Analytics
Columbia University in the City of New York 2012 — 2013
Advanced Business Certificate, Business Management
Calvin College 2004 — 2008
Bachelor of Arts, Business, Economics, and Communications
Deloitte September 2014 - Present
HSBC Private Bank April 2010 - April 2011
Morgan Stanley Smith Barney March 2009 - March 2010
Goldman Sachs June 2007 - August 2007
Skills
Business Analysis, Bloomberg, Fixed Income, Asset Management, Project Management, Business Development, Strategic Planning, Management, Leadership, Cross-functional Team...
Education
University of Notre Dame - Mendoza College of Business 2013 — 2014
Master of Business Administration (MBA), Consulting, Business Leadership, and Business Analytics
Columbia University in the City of New York 2012 — 2013
Advanced Business Certificate, Business Management
Calvin College 2004 — 2008
Bachelor of Arts, Business, Economics, and Communications
Madonna Johnson's Morgan Stanley Smith Barney Experience June 1986 - April 2010
Job Office Administrative Manager at R W Baird Inc
Industry Financial Services
Experience
R W Baird Inc August 2010 - April 2015
Morgan Stanley Smith Barney June 1986 - April 2010
First Federal S&L 1981 - 1985
Education
Canisius College 1977 — 1981
B.S., Accounting
Canisius College 1977 — 1981
BS, Accounting
R W Baird Inc August 2010 - April 2015
Morgan Stanley Smith Barney June 1986 - April 2010
First Federal S&L 1981 - 1985
Education
Canisius College 1977 — 1981
B.S., Accounting
Canisius College 1977 — 1981
BS, Accounting
Antonio Bestard's Morgan Stanley Smith Barney Experience March 2010 - October 2010
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2012 - Present
Merrill Lynch October 2010 - October 2012
Morgan Stanley Smith Barney March 2010 - October 2010
Berkeley Capital Advisors September 2009 - February 2010
Berkeley Capital September 2009 - February 2010
2008-2009 Independent Contractor October 2007 - June 2009
Enterprise Rent-A-Car August 2004 - October 2007
2004-2007Enterprise Rent-A-Car August 2004 - October 2007
MOASC October 2002 - August 2004
Skills
Investments, Portfolio Management, Wealth Management, Strategic Financial..., Insurance, Capital Markets, Loans, Public Speaking, New Business Development, Operations Management, Team Building, Series 7, Marketing, Management, Finance, Mutual Funds, Retirement Planning, Sales, Customer Service, Strategic Planning
Education
California State Polytechnic University-Pomona 1998 — 2003
BA, History
2009Cal Poly
BA, History
Morgan Stanley December 2012 - Present
Merrill Lynch October 2010 - October 2012
Morgan Stanley Smith Barney March 2010 - October 2010
Berkeley Capital Advisors September 2009 - February 2010
Berkeley Capital September 2009 - February 2010
2008-2009 Independent Contractor October 2007 - June 2009
Enterprise Rent-A-Car August 2004 - October 2007
2004-2007Enterprise Rent-A-Car August 2004 - October 2007
MOASC October 2002 - August 2004
Skills
Investments, Portfolio Management, Wealth Management, Strategic Financial..., Insurance, Capital Markets, Loans, Public Speaking, New Business Development, Operations Management, Team Building, Series 7, Marketing, Management, Finance, Mutual Funds, Retirement Planning, Sales, Customer Service, Strategic Planning
Education
California State Polytechnic University-Pomona 1998 — 2003
BA, History
2009Cal Poly
BA, History
Rohit Chetty's Morgan Stanley Smith Barney Experience 2006 - 2009
Job Resident Physician at Natividad Medical Center (NMC)
Industry Medical Practice
Experience
Natividad Medical Center (NMC) June 2015 - Present
Morgan Stanley Smith Barney 2006 - 2009
Skills
Research, Microsoft Office, PowerPoint, Social Media Marketing, Microsoft Word, Microsoft Excel, Email Marketing
Education
Ross University School of Medicine 2010 — 2014
Doctor of Medicine (MD)
California State University-Northridge 2001 — 2005
BSEE
Natividad Medical Center (NMC) June 2015 - Present
Morgan Stanley Smith Barney 2006 - 2009
Skills
Research, Microsoft Office, PowerPoint, Social Media Marketing, Microsoft Word, Microsoft Excel, Email Marketing
Education
Ross University School of Medicine 2010 — 2014
Doctor of Medicine (MD)
California State University-Northridge 2001 — 2005
BSEE
Madonna Johnson's Morgan Stanley Smith Barney Experience June 1986 - January 2010
Job Transition Team Specialist
Industry Financial Services
Experience
Robert W. Baird & Co. August 2010 - Present
Morgan Stanley Smith Barney June 1986 - January 2010
Skills
Series 7, Series 63, Series 65, Series 8, Series 3
Education
Canisius College 1977 — 1981
B.S., Accounting
Robert W. Baird & Co. August 2010 - Present
Morgan Stanley Smith Barney June 1986 - January 2010
Skills
Series 7, Series 63, Series 65, Series 8, Series 3
Education
Canisius College 1977 — 1981
B.S., Accounting
Mark Mattingly's Morgan Stanley Smith Barney Experience October 2000 - May 2003
Job Managing Director at J.P. Morgan Securities
Industry Financial Services
Experience
J.P. Morgan March 2009 - Present
UBS Wealth Management May 2003 - March 2009
Morgan Stanley Smith Barney October 2000 - May 2003
Education
California State University-Chico 1990 — 1994
J.P. Morgan March 2009 - Present
UBS Wealth Management May 2003 - March 2009
Morgan Stanley Smith Barney October 2000 - May 2003
Education
California State University-Chico 1990 — 1994
Meredith Eisen's Morgan Stanley Smith Barney Experience May 2007 - June 2010
Job Senior Client Service Associate at UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services Inc September 2013 - Present
J.P. Morgan July 2012 - September 2013
AllianceBernstein June 2010 - August 2012
Morgan Stanley Smith Barney May 2007 - June 2010
Morgan Stanley Investment Management December 2003 - April 2007
Education
California State University-Chico 1999 — 2003
Psychology
UBS Financial Services Inc September 2013 - Present
J.P. Morgan July 2012 - September 2013
AllianceBernstein June 2010 - August 2012
Morgan Stanley Smith Barney May 2007 - June 2010
Morgan Stanley Investment Management December 2003 - April 2007
Education
California State University-Chico 1999 — 2003
Psychology
Christina Kaufman's Morgan Stanley Smith Barney Experience April 1994 - April 1999
Job Farmer & Gardener in Training
Industry Sports
Experience
Kaufman Home April 1999 - Present
Morgan Stanley Smith Barney April 1994 - April 1999
Skills
Company Secretarial, Athlete, Gardening, Company Secretarial Work, Sports, Facebook, Soccer, Fitness, Community Outreach, Teaching, Coaching
Education
San Diego State University-California State University 1985 — 1988
California State University-Sacramento 1983 — 1985
Kaufman Home April 1999 - Present
Morgan Stanley Smith Barney April 1994 - April 1999
Skills
Company Secretarial, Athlete, Gardening, Company Secretarial Work, Sports, Facebook, Soccer, Fitness, Community Outreach, Teaching, Coaching
Education
San Diego State University-California State University 1985 — 1988
California State University-Sacramento 1983 — 1985
chris malof's Morgan Stanley Smith Barney Experience August 1994 - Present
Job Senior Portfolio Management Director at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney August 1994 - Present
Education
Canisius College 1994 — 1996
MBA, Finance
Morgan Stanley Smith Barney August 1994 - Present
Education
Canisius College 1994 — 1996
MBA, Finance
Steven Sears's Morgan Stanley Smith Barney Experience March 2008 - June 2010
Job Financial Services Professional
Industry Financial Services
Experience
First Republic Bank September 2012 - Present
Wells Fargo Advisors 2010 - 2012
Morgan Stanley Smith Barney March 2008 - June 2010
UBS May 2004 - March 2008
Nollenberger Capital Partners February 2002 - December 2002
Shott Capital Management March 2000 - February 2002
Advent Software March 1998 - March 2000
Charles Schwab September 1990 - March 1998
Skills
Leadership, Management, Financial Services, Sales, Securities, Banking, Investments, Series 63, Customer Service, Financial Analysis
Education
California State University-Sacramento 1987 — 1989
BS, Finance
Menlo College 1985 — 1987
Business
First Republic Bank September 2012 - Present
Wells Fargo Advisors 2010 - 2012
Morgan Stanley Smith Barney March 2008 - June 2010
UBS May 2004 - March 2008
Nollenberger Capital Partners February 2002 - December 2002
Shott Capital Management March 2000 - February 2002
Advent Software March 1998 - March 2000
Charles Schwab September 1990 - March 1998
Skills
Leadership, Management, Financial Services, Sales, Securities, Banking, Investments, Series 63, Customer Service, Financial Analysis
Education
California State University-Sacramento 1987 — 1989
BS, Finance
Menlo College 1985 — 1987
Business
Paul F. Maurin's Morgan Stanley Smith Barney Experience January 2007 - October 2009
Job CFP®, EA, ChFC®, AIF®, CRPS®, Wealth Advisor / Director Wealth Management
Industry Financial Services
Experience
McGladrey Wealth Management LLC November 2009 - Present
Morgan Stanley Smith Barney January 2007 - October 2009
Maurin Financial Services, Inc. January 2001 - December 2006
Skills
Wealth Management, Estate Planning, Retirement, Investments, Tax, Financial Planners, Insurance, High Net Worth..., Wealth, Investment Advisory, Retirement Planning, Strategic Financial..., Risk Management, 401k, Asset Allocation, Mutual Funds, Wealth Management..., Investment Management, Asset Managment, Accounting, Social Security Analysis, Employer Retirement...
Education
University of Southern California 1975 — 1977
Master of Business Administration (M.B.A.), Finance & Real Estate
California State University-Los Angeles 1972 — 1975
Bachelor of Science (BS), Finance & Real Estate
Loyola Marymount University 1965 — 1969
Bachelor of Science (BS), Biology, General
McGladrey Wealth Management LLC November 2009 - Present
Morgan Stanley Smith Barney January 2007 - October 2009
Maurin Financial Services, Inc. January 2001 - December 2006
Skills
Wealth Management, Estate Planning, Retirement, Investments, Tax, Financial Planners, Insurance, High Net Worth..., Wealth, Investment Advisory, Retirement Planning, Strategic Financial..., Risk Management, 401k, Asset Allocation, Mutual Funds, Wealth Management..., Investment Management, Asset Managment, Accounting, Social Security Analysis, Employer Retirement...
Education
University of Southern California 1975 — 1977
Master of Business Administration (M.B.A.), Finance & Real Estate
California State University-Los Angeles 1972 — 1975
Bachelor of Science (BS), Finance & Real Estate
Loyola Marymount University 1965 — 1969
Bachelor of Science (BS), Biology, General
Paul Byrd's Morgan Stanley Smith Barney Experience May 1999 - January 2011
Job Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wellls Fargo Advisors, LLC January 2011 - Present
Morgan Stanley Smith Barney May 1999 - January 2011
Merrill Lynch January 1996 - May 1999
Skills
401k Rollovers, Retirement Planning, 529 Plans, Asset Allocation, Mutual Funds, Retirement, 401k, Financial Advisory, Finance, ETFs, Alternative Investments, Fixed Annuities, IRAs, Fixed Income, Insurance
Education
Cal State San Bernardino 1985 — 1989
BA, Business Administration
Wellls Fargo Advisors, LLC January 2011 - Present
Morgan Stanley Smith Barney May 1999 - January 2011
Merrill Lynch January 1996 - May 1999
Skills
401k Rollovers, Retirement Planning, 529 Plans, Asset Allocation, Mutual Funds, Retirement, 401k, Financial Advisory, Finance, ETFs, Alternative Investments, Fixed Annuities, IRAs, Fixed Income, Insurance
Education
Cal State San Bernardino 1985 — 1989
BA, Business Administration
Bob Basciano's Morgan Stanley Smith Barney Experience May 2005 - Present
Job Business Professional
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2005 - Present
Summit Riser Systems, Inc. October 2000 - February 2005
Budget Rent a Car May 1991 - May 2000
Education
California State University-Fullerton 2004 — 2007
MBA, Finance
Thomas Edison State College 1995 — 2000
BSBA, Management Information Systems
Winthrop High School 1986 — 1990
GED
Morgan Stanley Smith Barney May 2005 - Present
Summit Riser Systems, Inc. October 2000 - February 2005
Budget Rent a Car May 1991 - May 2000
Education
California State University-Fullerton 2004 — 2007
MBA, Finance
Thomas Edison State College 1995 — 2000
BSBA, Management Information Systems
Winthrop High School 1986 — 1990
GED
Linda Ruelos's Morgan Stanley Smith Barney Experience May 2007 - March 2012
Job Derivative Operations Specialist at State Street
Industry Financial Services
Experience
State Street March 2012 - Present
Morgan Stanley Smith Barney May 2007 - March 2012
Skills
Series 7, Series 63
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2004 — 2006
Bachelor, Business Adminstrative - Finance
State Street March 2012 - Present
Morgan Stanley Smith Barney May 2007 - March 2012
Skills
Series 7, Series 63
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2004 — 2006
Bachelor, Business Adminstrative - Finance
Todd Lerner's Morgan Stanley Smith Barney Experience May 2011 - Present
Job Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2011 - Present
Pacific Financial Strategies, Inc., A Registered Investment Advisory Firm March 2002 - May 2011
Skills
Finance, Portfolio Management, Series 7, Series 63, Investments, Wealth Management, Alternative Investments, Estate Planning, Investment Management, Management, New Business Development, Bloomberg, 401k, ETFs, Mutual Funds, Retirement Planning, Equities, Asset Allocation, Financial Advisory, Investment Advisory, Financial Planners, Financial Services, Retirement, IRAs, Options, Securities, Financial Planning
Education
California State University-Northridge 1999 — 2002
Computer Science, Mathematics
Morgan Stanley Smith Barney May 2011 - Present
Pacific Financial Strategies, Inc., A Registered Investment Advisory Firm March 2002 - May 2011
Skills
Finance, Portfolio Management, Series 7, Series 63, Investments, Wealth Management, Alternative Investments, Estate Planning, Investment Management, Management, New Business Development, Bloomberg, 401k, ETFs, Mutual Funds, Retirement Planning, Equities, Asset Allocation, Financial Advisory, Investment Advisory, Financial Planners, Financial Services, Retirement, IRAs, Options, Securities, Financial Planning
Education
California State University-Northridge 1999 — 2002
Computer Science, Mathematics
Kevin Madigan's Morgan Stanley Smith Barney Experience March 2012 - October 2012
Job Production Analyst at PNC
Industry Real Estate
Experience
PNC October 2012 - Present
Morgan Stanley Smith Barney March 2012 - October 2012
Texston Industries July 2010 - October 2011
Education
California State University-Northridge 2008 — 2012
Bachelor of Science (B.S.), Finance, General
PNC October 2012 - Present
Morgan Stanley Smith Barney March 2012 - October 2012
Texston Industries July 2010 - October 2011
Education
California State University-Northridge 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Anthony Limina's Morgan Stanley Smith Barney Experience January 2008 - July 2008
Job Account Manager Pipeline & Storage at National Fuel Gas Company
Industry Oil & Energy
Experience
National Fuel Gas Company January 2014 - Present
National Fuel Gas Company August 2011 - January 2014
Citi July 2008 - July 2011
Morgan Stanley Smith Barney January 2008 - July 2008
Skills
Financial Modeling, Trading, Financial Analysis, Microsoft Excel, Equities, Natural Gas, Microsoft Office, Fixed Income, Bloomberg, Valuation, Energy, Due Diligence, Analysis
Education
Canisius College 2012 — 2014
Master of Business Administration (MBA), Finance
Canisius College 2004 — 2008
Bachelors, Finance
National Fuel Gas Company January 2014 - Present
National Fuel Gas Company August 2011 - January 2014
Citi July 2008 - July 2011
Morgan Stanley Smith Barney January 2008 - July 2008
Skills
Financial Modeling, Trading, Financial Analysis, Microsoft Excel, Equities, Natural Gas, Microsoft Office, Fixed Income, Bloomberg, Valuation, Energy, Due Diligence, Analysis
Education
Canisius College 2012 — 2014
Master of Business Administration (MBA), Finance
Canisius College 2004 — 2008
Bachelors, Finance
David Nahm's Morgan Stanley Smith Barney Experience September 2001 - October 2011
Job Registered Representative at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2011 - Present
Morgan Stanley Smith Barney September 2001 - October 2011
Skills
Mutual Funds, Series 7, Retirement Planning, Series 63, Wealth Management
Education
California State University-East Bay
Speech Pathology and Audiology
Merrill Lynch September 2011 - Present
Morgan Stanley Smith Barney September 2001 - October 2011
Skills
Mutual Funds, Series 7, Retirement Planning, Series 63, Wealth Management
Education
California State University-East Bay
Speech Pathology and Audiology
ANDREW GRAFFEO's Morgan Stanley Smith Barney Experience February 1988 - 1994
Job Principal at Fisherman's Fleet Inc
Industry Fishery
Experience
East Boston Savings Bank January 2014 - Present
Fisherman's Fleet Inc March 1994 - Present
Morgan Stanley Smith Barney February 1988 - 1994
F.G.L.Commodity March 1984 - January 1988
Education
Bunker Hill Community College
Suffolk Law School
East Boston Savings Bank January 2014 - Present
Fisherman's Fleet Inc March 1994 - Present
Morgan Stanley Smith Barney February 1988 - 1994
F.G.L.Commodity March 1984 - January 1988
Education
Bunker Hill Community College
Suffolk Law School
James Gisondi's Morgan Stanley Smith Barney Experience January 2006 - November 2008
Job Internal Wholesaler, AIG Financial Distibutors
Industry Financial Services
Experience
AIG Financial Distributors September 2012 - Present
E*TRADE Financial May 2011 - April 2012
Fifth Third Securities November 2008 - May 2011
Morgan Stanley Smith Barney January 2006 - November 2008
Skills
Strategic Financial..., Financial Advisory, Investments, IRAs, Retirement, 401k, 401k Rollovers, Stock Exchange, Options, Life Insurance, Wealth Management, Defined Benefit
Education
California State University-Sacramento
Economics
San Francisco State University
Economics
University of California, Davis
Economics
AIG Financial Distributors September 2012 - Present
E*TRADE Financial May 2011 - April 2012
Fifth Third Securities November 2008 - May 2011
Morgan Stanley Smith Barney January 2006 - November 2008
Skills
Strategic Financial..., Financial Advisory, Investments, IRAs, Retirement, 401k, 401k Rollovers, Stock Exchange, Options, Life Insurance, Wealth Management, Defined Benefit
Education
California State University-Sacramento
Economics
San Francisco State University
Economics
University of California, Davis
Economics
Joseph Byun's Morgan Stanley Smith Barney Experience January 2012 - December 2012
Job Financial Services Professional
Industry Financial Services
Experience
Northwestern Mutual 2014 - 2015
Northwestern Mutual 2014 - 2015
Northwestern Mutual 2014 - 2015
RNC Genter Capital Management October 2012 - March 2014
Morgan Stanley Smith Barney January 2012 - December 2012
U.S. Bank January 2008 - February 2012
Harvey and Company 2011 - 2011
Skills
Financial Services, Mutual Funds, Investments, Equities, Alternative Investments, Securities, Fixed Income, Wealth Management, Portfolio Management, Strategic Financial..., Finance, Asset Management, Asset Allocation, Market Research
Education
California State University-Long Beach 2006 — 2011
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Northwestern Mutual 2014 - 2015
Northwestern Mutual 2014 - 2015
Northwestern Mutual 2014 - 2015
RNC Genter Capital Management October 2012 - March 2014
Morgan Stanley Smith Barney January 2012 - December 2012
U.S. Bank January 2008 - February 2012
Harvey and Company 2011 - 2011
Skills
Financial Services, Mutual Funds, Investments, Equities, Alternative Investments, Securities, Fixed Income, Wealth Management, Portfolio Management, Strategic Financial..., Finance, Asset Management, Asset Allocation, Market Research
Education
California State University-Long Beach 2006 — 2011
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Jonea Glaspie's Morgan Stanley Smith Barney Experience January 2006 - February 2007
Job AVP, Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge August 2015 - Present
Cetera Financial Group June 2013 - July 2015
National Planning Corporation (NPC) October 2009 - May 2013
Morgan Stanley Smith Barney January 2006 - February 2007
Wells Fargo February 2003 - December 2006
Skills
FINRA SERIES 7, FINRA SERIES 63, FINRA SERIES 24, FINRA SERIES 66, FINRA SERIES 53, FINRA SERIES 4, Financial Services, FINRA, Mutual Funds, Series 7, Insurance, Series 63, Investments, Analysis, Series 24, Strategic Financial..., Financial Advisory, Retirement, Bonds, Asset Allocation, Finance, Securities, Fixed Income, Equities, Alternative Investments, Financial Planning, Management, Wealth Management, Trading, Hedge Funds, Uniform Combined State..., Fixed Annuities, Retirement Planning
Education
California State University-Sacramento
Bachelor's degree, Communications/ Public Relations
Merrill Edge August 2015 - Present
Cetera Financial Group June 2013 - July 2015
National Planning Corporation (NPC) October 2009 - May 2013
Morgan Stanley Smith Barney January 2006 - February 2007
Wells Fargo February 2003 - December 2006
Skills
FINRA SERIES 7, FINRA SERIES 63, FINRA SERIES 24, FINRA SERIES 66, FINRA SERIES 53, FINRA SERIES 4, Financial Services, FINRA, Mutual Funds, Series 7, Insurance, Series 63, Investments, Analysis, Series 24, Strategic Financial..., Financial Advisory, Retirement, Bonds, Asset Allocation, Finance, Securities, Fixed Income, Equities, Alternative Investments, Financial Planning, Management, Wealth Management, Trading, Hedge Funds, Uniform Combined State..., Fixed Annuities, Retirement Planning
Education
California State University-Sacramento
Bachelor's degree, Communications/ Public Relations
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.