Morgan Stanley Smith Barney
Industry: Financial services company
DescriptionMorgan Stanley Wealth Management is an American multinational financial services corporation specializing in retail brokerage. It is the wealth & asset management division of Morgan Stanley. Customer service: 00 1 801-617-9150 Assets under management: 2.05 trillion USD (2014) CEO: James P. Gorman (Jan 2012–) Headquarters: Purchase, Harrison, New York, United States Parent organization: Morgan Stanley Domestic Holdings Inc Founders: Charles D. Barney, Edward B. Smith
Morgan Stanley Smith Barney List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley Smith Barney. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Morgan Stanley Smith Barney Employees
Employee
Years
Job
Industry
Aleksandr Furman Aleksandr Furman's Morgan Stanley Smith Barney Experience March 2010 - March 2013
Job Vice President, Global Technology, JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase May 2013 - Present
Morgan Stanley Smith Barney March 2010 - March 2013
JPMorgan Chase August 2008 - December 2009
JPMorgan Chase November 2005 - August 2008
U.S. Trust Company of New York September 1994 - June 2004
Skills
Active Directory, Windows Server 2003, Windows Server 2008, Windows 7, SQL Server 2000-2008, SCCM, App-V, DNS, LDAP, Hyper-V, VMware ESX, VMware Infrastructure, DynamicOps VRM, VDI, BMC Bladelogic, BMC Atrium Orchestrator, T-SQL, C#, VB.NET, VBScript, PowerShell, Shell Scripting, System Deployment, Disaster Recovery, Windows Server, Powershell
Education
City University of New York-Brooklyn College
Kharkov State University
JPMorgan Chase May 2013 - Present
Morgan Stanley Smith Barney March 2010 - March 2013
JPMorgan Chase August 2008 - December 2009
JPMorgan Chase November 2005 - August 2008
U.S. Trust Company of New York September 1994 - June 2004
Skills
Active Directory, Windows Server 2003, Windows Server 2008, Windows 7, SQL Server 2000-2008, SCCM, App-V, DNS, LDAP, Hyper-V, VMware ESX, VMware Infrastructure, DynamicOps VRM, VDI, BMC Bladelogic, BMC Atrium Orchestrator, T-SQL, C#, VB.NET, VBScript, PowerShell, Shell Scripting, System Deployment, Disaster Recovery, Windows Server, Powershell
Education
City University of New York-Brooklyn College
Kharkov State University
Chas Weiss Chas Weiss's Morgan Stanley Smith Barney Experience July 2009 - December 2011
Job Executive Project Manager at Systech International
Industry Industrial Automation
Experience
Systech International July 2013 - Present
Broadridge January 2012 - June 2013
The CFW Consulting Group January 2012 - June 2013
Morgan Stanley Smith Barney July 2009 - December 2011
Morgan Stanley May 2007 - June 2009
GlassHouse Technologies January 2005 - May 2007
Dun & Bradstreet July 2004 - December 2004
Dow Jones & Co. August 2000 - February 2004
TIAA-CREF July 1998 - August 2000
Vanstar April 1997 - June 1998
Skills
Project Portfolio..., Program Management, Software Project..., Risk Management, Resource Allocation, Resource Management, Process Improvement, MS Project, Business Planning, PMP, PMO, SDLC, Vendor Management, IT Management, IT Strategy, Visio, Project Management, Strategic Planning, Manage Client..., Infrastructure Projects, Web Project Management, Offshore Project..., Issues Management, Risk Analysis, Risk Mitigation, Cost Reduction, Process Engineering, Efficiency Improvement, Operational Efficiency, MS Office Suite, PPM, Quality Center, Operations, PMI, SharePoint, Product Development, Cross-functional Team..., Communication Skills, Clarity, Internal & External..., Requirements Gathering, CRM, Quality Assurance, Strategy, Multi-disciplinary Teams, Interpersonal Skill, Follow Through, Data Center, Committed to...
Education
Ithaca College 1985 — 1987
BA, Computer Science/Math
Case Western Reserve University 1982 — 1984
Computer Engineering
Systech International July 2013 - Present
Broadridge January 2012 - June 2013
The CFW Consulting Group January 2012 - June 2013
Morgan Stanley Smith Barney July 2009 - December 2011
Morgan Stanley May 2007 - June 2009
GlassHouse Technologies January 2005 - May 2007
Dun & Bradstreet July 2004 - December 2004
Dow Jones & Co. August 2000 - February 2004
TIAA-CREF July 1998 - August 2000
Vanstar April 1997 - June 1998
Skills
Project Portfolio..., Program Management, Software Project..., Risk Management, Resource Allocation, Resource Management, Process Improvement, MS Project, Business Planning, PMP, PMO, SDLC, Vendor Management, IT Management, IT Strategy, Visio, Project Management, Strategic Planning, Manage Client..., Infrastructure Projects, Web Project Management, Offshore Project..., Issues Management, Risk Analysis, Risk Mitigation, Cost Reduction, Process Engineering, Efficiency Improvement, Operational Efficiency, MS Office Suite, PPM, Quality Center, Operations, PMI, SharePoint, Product Development, Cross-functional Team..., Communication Skills, Clarity, Internal & External..., Requirements Gathering, CRM, Quality Assurance, Strategy, Multi-disciplinary Teams, Interpersonal Skill, Follow Through, Data Center, Committed to...
Education
Ithaca College 1985 — 1987
BA, Computer Science/Math
Case Western Reserve University 1982 — 1984
Computer Engineering
Jay Hernandez Jay Hernandez's Morgan Stanley Smith Barney Experience January 1997 - January 1998
Job Consulting Project Manager for IPv6 migration at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo December 2014 - Present
Task Consultants for Metlife January 2012 - March 2014
Insight Global Consultant for Carolinas Healthcare Services February 2011 - December 2011
Signature Consultants January 2010 - December 2011
IBM September 2003 - November 2008
Reuters FSM Account and PaineWebber Account January 1998 - January 2003
Dean Witter September 1997 - August 1998
Morgan Stanley Smith Barney January 1997 - January 1998
Skills
Servers, SharePoint, Data Center, Troubleshooting, Technical Support, Networking, Security, Service Delivery, System Deployment, Vendor Management, Project Management, Management, SDLC, Visio, ITIL, PMP, Access, Customer Service, Hardware, Program Management, Leadership, Help Desk Support, Requirements Analysis, Citrix, Software Installation, Infrastructure, Windows, Disaster Recovery, IT Service Management, IT Management, Project Portfolio..., IT Strategy, Procurement, Budgets, Business Analysis, PMO, Wireless, Telecommunications, Resource Management, Training, Integration, Blackberry, Brokerage, Change Management, Team Leadership, Business Intelligence, Process Improvement, Software Project..., MS Project, Agile Scrum
Education
Baruch College
Brooklyn College 1980 — 1981
Wells Fargo December 2014 - Present
Task Consultants for Metlife January 2012 - March 2014
Insight Global Consultant for Carolinas Healthcare Services February 2011 - December 2011
Signature Consultants January 2010 - December 2011
IBM September 2003 - November 2008
Reuters FSM Account and PaineWebber Account January 1998 - January 2003
Dean Witter September 1997 - August 1998
Morgan Stanley Smith Barney January 1997 - January 1998
Skills
Servers, SharePoint, Data Center, Troubleshooting, Technical Support, Networking, Security, Service Delivery, System Deployment, Vendor Management, Project Management, Management, SDLC, Visio, ITIL, PMP, Access, Customer Service, Hardware, Program Management, Leadership, Help Desk Support, Requirements Analysis, Citrix, Software Installation, Infrastructure, Windows, Disaster Recovery, IT Service Management, IT Management, Project Portfolio..., IT Strategy, Procurement, Budgets, Business Analysis, PMO, Wireless, Telecommunications, Resource Management, Training, Integration, Blackberry, Brokerage, Change Management, Team Leadership, Business Intelligence, Process Improvement, Software Project..., MS Project, Agile Scrum
Education
Baruch College
Brooklyn College 1980 — 1981
Greg Jeffers Greg Jeffers's Morgan Stanley Smith Barney Experience June 2006 - August 2006
Job Associate Real Estate Attorney at Nixon Peabody LLP
Industry Law Practice
Experience
Nixon Peabody LLP February 2015 - Present
Ungaretti & Harris LLP May 2014 - February 2015
North Community Bank January 2014 - May 2014
Berger Schatz May 2012 - August 2012
Berger Schatz October 2011 - May 2012
Sam L. Amirante & Associates, P.C. May 2011 - August 2011
Arkadin Global Conferencing March 2009 - August 2010
Marcus & Millichap May 2007 - November 2008
Morgan Stanley Smith Barney June 2006 - August 2006
FTN Financial June 2005 - August 2005
Skills
Real Estate Transactions, Due Diligence, Real Estate Economics, Commercial Real Estate, Commercial Real Estate..., Commercial Real Estate..., Investment Properties, Real Estate Financing, Acquisitions, Leases, Real Estate, Negotiating Fees, Real Estate Negotiating, Mergers & Acquisitions
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2011 — 2013
Juris Doctor (J.D.), Real Estate Law
Indiana University - Kelley School of Business 2003 — 2007
BS, Finance & Real Estate
St. Viator High School 1999 — 2003
College Prep
Nixon Peabody LLP February 2015 - Present
Ungaretti & Harris LLP May 2014 - February 2015
North Community Bank January 2014 - May 2014
Berger Schatz May 2012 - August 2012
Berger Schatz October 2011 - May 2012
Sam L. Amirante & Associates, P.C. May 2011 - August 2011
Arkadin Global Conferencing March 2009 - August 2010
Marcus & Millichap May 2007 - November 2008
Morgan Stanley Smith Barney June 2006 - August 2006
FTN Financial June 2005 - August 2005
Skills
Real Estate Transactions, Due Diligence, Real Estate Economics, Commercial Real Estate, Commercial Real Estate..., Commercial Real Estate..., Investment Properties, Real Estate Financing, Acquisitions, Leases, Real Estate, Negotiating Fees, Real Estate Negotiating, Mergers & Acquisitions
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2011 — 2013
Juris Doctor (J.D.), Real Estate Law
Indiana University - Kelley School of Business 2003 — 2007
BS, Finance & Real Estate
St. Viator High School 1999 — 2003
College Prep
Myka Bitterman Myka Bitterman's Morgan Stanley Smith Barney Experience September 2012 - December 2012
Job Menswear Sales Associate at Macy's
Industry Retail
Experience
Macy's November 2013 - Present
360 Productions January 2013 - Present
AC Model and Talent January 2013 - Present
Pure Romance, Inc December 2011 - Present
University of Oregon January 2011 - Present
Advocare December 2012 - December 2013
Morgan Stanley Smith Barney September 2012 - December 2012
Skills
Marketing, Social Media, Customer Service, Sales, Social Media Marketing, Social Networking, Microsoft Excel, Leadership, Microsoft Office, Event Planning, Marketing Communications, Retail, Strategic Planning, Recruiting, PowerPoint
Education
University of Oregon 2010 — 2014
Chemeketa Community College 2011 — 2011
Macy's November 2013 - Present
360 Productions January 2013 - Present
AC Model and Talent January 2013 - Present
Pure Romance, Inc December 2011 - Present
University of Oregon January 2011 - Present
Advocare December 2012 - December 2013
Morgan Stanley Smith Barney September 2012 - December 2012
Skills
Marketing, Social Media, Customer Service, Sales, Social Media Marketing, Social Networking, Microsoft Excel, Leadership, Microsoft Office, Event Planning, Marketing Communications, Retail, Strategic Planning, Recruiting, PowerPoint
Education
University of Oregon 2010 — 2014
Chemeketa Community College 2011 — 2011
J.C. Colón J.C. Colón's Morgan Stanley Smith Barney Experience December 2007 - September 2012
Job NYC Teacher
Industry Primary/Secondary Education
Experience
NYC Teaching Fellows June 2014 - Present
Edelman Financial Services January 2014 - June 2014
The Prudential Insurance Company of America September 2012 - December 2013
Morgan Stanley Smith Barney December 2007 - September 2012
Skills
Comprehensive Financial..., Retirement Planning, Insurance Planning, Manage Client...
Education
City University of New York City College 2014 — 2016
Master's Degree, Education/Teaching of Individuals in Secondary Special Education Programs, 7-12
Institute of Integrative Nutrition 2013 — 2014
Certified Health and Nutritional Coach, Foods, Nutrition, and Wellness Studies, Certification
Berkeley College-New York 2010 — 2012
Bachelor of Business Administration (B.B.A.), Financial Services, Graduated Magna Cum Laude
NYC Teaching Fellows June 2014 - Present
Edelman Financial Services January 2014 - June 2014
The Prudential Insurance Company of America September 2012 - December 2013
Morgan Stanley Smith Barney December 2007 - September 2012
Skills
Comprehensive Financial..., Retirement Planning, Insurance Planning, Manage Client...
Education
City University of New York City College 2014 — 2016
Master's Degree, Education/Teaching of Individuals in Secondary Special Education Programs, 7-12
Institute of Integrative Nutrition 2013 — 2014
Certified Health and Nutritional Coach, Foods, Nutrition, and Wellness Studies, Certification
Berkeley College-New York 2010 — 2012
Bachelor of Business Administration (B.B.A.), Financial Services, Graduated Magna Cum Laude
Stephanie DiVietri Stephanie DiVietri's Morgan Stanley Smith Barney Experience 2006 - 2007
Job Assistant Director Ernst & Young
Industry Accounting
Experience
Ernst & Young October 2012 - Present
PwC May 2011 - September 2012
PwC March 2008 - May 2011
BNP Paribas June 2007 - February 2008
Morgan Stanley Smith Barney 2006 - 2007
Skills
Positive, Team player, Desire to drive..., Highly coachable, Quick Learner, Guru in Excel, Visio, PowerPoint, Enthusiastic, Problem Solver, Challenging Tasks, Organized, Patient, Dedication to providing..., Teamwork, Payroll, Accounting, Finance, Auditing, PeopleSoft, Forecasting, Leadership
Education
City University of New York-Brooklyn College 2003 — 2007
Bachelor of Science (B.S.), Accounting and Business Management Finance
Kaplan University-Davenport Campus
Master of Business Administration (MBA)
Ernst & Young October 2012 - Present
PwC May 2011 - September 2012
PwC March 2008 - May 2011
BNP Paribas June 2007 - February 2008
Morgan Stanley Smith Barney 2006 - 2007
Skills
Positive, Team player, Desire to drive..., Highly coachable, Quick Learner, Guru in Excel, Visio, PowerPoint, Enthusiastic, Problem Solver, Challenging Tasks, Organized, Patient, Dedication to providing..., Teamwork, Payroll, Accounting, Finance, Auditing, PeopleSoft, Forecasting, Leadership
Education
City University of New York-Brooklyn College 2003 — 2007
Bachelor of Science (B.S.), Accounting and Business Management Finance
Kaplan University-Davenport Campus
Master of Business Administration (MBA)
Aarif Mohiuddin Aarif Mohiuddin's Morgan Stanley Smith Barney Experience October 2010 - November 2011
Job BI Business Analyst at PepsiCo
Industry Financial Services
Experience
PepsiCo April 2013 - Present
PepsiCo June 2012 - April 2013
Morgan Stanley Smith Barney October 2010 - November 2011
Hewlett-Packard August 2010 - October 2010
Skills
Microsoft Office, Corporate Finance, Microsoft Excel, Accounting, Investment Banking, Advertising Sales, Finance, Telecommunications, Data Analysis, Customer Relations, CRM, SAP, Communications Strategy, Financial Analysis, Online Databases, Presentation Development, Team Leadership, Social Networking, Customer Satisfaction, Research, Account Management, Analysis, Portfolio Management, Strategic Planning, Inventory Management, Enterprise Software, Forecasting, Business Analysis, Sales, Strategic Communications
Education
City University of New York-Herbert H. Lehman College 2005 — 2009
Bachelors of Business Administration, Finance
PepsiCo April 2013 - Present
PepsiCo June 2012 - April 2013
Morgan Stanley Smith Barney October 2010 - November 2011
Hewlett-Packard August 2010 - October 2010
Skills
Microsoft Office, Corporate Finance, Microsoft Excel, Accounting, Investment Banking, Advertising Sales, Finance, Telecommunications, Data Analysis, Customer Relations, CRM, SAP, Communications Strategy, Financial Analysis, Online Databases, Presentation Development, Team Leadership, Social Networking, Customer Satisfaction, Research, Account Management, Analysis, Portfolio Management, Strategic Planning, Inventory Management, Enterprise Software, Forecasting, Business Analysis, Sales, Strategic Communications
Education
City University of New York-Herbert H. Lehman College 2005 — 2009
Bachelors of Business Administration, Finance
Peter Wang Peter Wang's Morgan Stanley Smith Barney Experience 2007 - 2010
Job CTO at Refinery29, Journalistic Photographer
Industry Computer Software
Experience
Refinery29, Inc. 2013 - Present
New England Conservatory 2012 - Present
Carnegie Mellon University 2011 - Present
appssavvy 2013 - 2014
Academy For Software Engineering (AFSE) 2012 - 2014
appssavvy 2012 - 2013
Buddy Media 2010 - 2012
Morgan Stanley Smith Barney 2007 - 2010
Global Entrepreneurship Week 2008 - 2009
UBS Investment Bank 2006 - 2007
Skills
Product Management, Entrepreneurship, Business Development, Analytics, Start-ups, Cloud Computing, Product Development, SaaS, Strategy, User Experience, Enterprise Software, Data Visualization, Software Development, Project Management, Web Development, Marketing, Facebook, Leadership, Social Networking, Management, Advertising, Agile Methodologies, E-commerce
Education
Carnegie Mellon University 2000 — 2004
Bachelor of Science with Honors, Electrical Computer Engineering, Computer Science
Thomas S. Wootton 1996 — 2000
Refinery29, Inc. 2013 - Present
New England Conservatory 2012 - Present
Carnegie Mellon University 2011 - Present
appssavvy 2013 - 2014
Academy For Software Engineering (AFSE) 2012 - 2014
appssavvy 2012 - 2013
Buddy Media 2010 - 2012
Morgan Stanley Smith Barney 2007 - 2010
Global Entrepreneurship Week 2008 - 2009
UBS Investment Bank 2006 - 2007
Skills
Product Management, Entrepreneurship, Business Development, Analytics, Start-ups, Cloud Computing, Product Development, SaaS, Strategy, User Experience, Enterprise Software, Data Visualization, Software Development, Project Management, Web Development, Marketing, Facebook, Leadership, Social Networking, Management, Advertising, Agile Methodologies, E-commerce
Education
Carnegie Mellon University 2000 — 2004
Bachelor of Science with Honors, Electrical Computer Engineering, Computer Science
Thomas S. Wootton 1996 — 2000
Miranda Fulk's Morgan Stanley Smith Barney Experience March 2009 - July 2011
Job Sr Administrative Assistant at KPMG
Industry Financial Services
Experience
KPMG April 2013 - Present
Association of Old Crows October 2011 - March 2013
Science Applications International Corporation July 2011 - October 2011
Morgan Stanley Smith Barney March 2009 - July 2011
Wells Fargo Financial December 2008 - March 2009
Special Olympics June 2007 - October 2007
Northwestern Mutual May 2005 - August 2005
Skills
Travel Logistics, Volunteer Coordination, Customer Service, Conferences, Event Management, Non-profits, Microsoft Office, Customer Relations, Event Planning, Fundraising, Strategic Planning, Events, CRM, Logistics, Nonprofits, Proposal Writing, Marketing, Project Planning, Program Management, Management, Leadership, Business Strategy, Contract Negotiation, Public Speaking, Time Management, Sales, Volunteer Management, Government, Research, Meeting Planning, Microsoft Word, Administration, Team Building
Education
Christopher Newport University 2004 — 2008
B.S.B.A., Management
University of New Orleans 2006 — 2006
Art History, Business Management
James Madison High School
KPMG April 2013 - Present
Association of Old Crows October 2011 - March 2013
Science Applications International Corporation July 2011 - October 2011
Morgan Stanley Smith Barney March 2009 - July 2011
Wells Fargo Financial December 2008 - March 2009
Special Olympics June 2007 - October 2007
Northwestern Mutual May 2005 - August 2005
Skills
Travel Logistics, Volunteer Coordination, Customer Service, Conferences, Event Management, Non-profits, Microsoft Office, Customer Relations, Event Planning, Fundraising, Strategic Planning, Events, CRM, Logistics, Nonprofits, Proposal Writing, Marketing, Project Planning, Program Management, Management, Leadership, Business Strategy, Contract Negotiation, Public Speaking, Time Management, Sales, Volunteer Management, Government, Research, Meeting Planning, Microsoft Word, Administration, Team Building
Education
Christopher Newport University 2004 — 2008
B.S.B.A., Management
University of New Orleans 2006 — 2006
Art History, Business Management
James Madison High School
David Lokshin's Morgan Stanley Smith Barney Experience September 2010 - July 2011
Job Sales, Trading, and Quantitative Analysis Analyst at Citi
Industry Financial Services
Experience
Citi July 2015 - Present
Citi March 2015 - July 2015
Optiver May 2014 - August 2014
PNC September 2013 - May 2014
PNC June 2013 - August 2013
Thycotic Software Ltd May 2012 - August 2012
CASOS September 2011 - May 2012
Thycotic Software Ltd June 2011 - August 2011
Morgan Stanley Smith Barney September 2010 - July 2011
UCG June 2010 - August 2010
Skills
Java, C#, Programming, HTML, Visual Basic, C, Matlab, Microsoft Office, Access, Research, Data Analysis, Microsoft Excel, Python, SQL
Education
Carnegie Mellon University 2011 — 2014
Bachelor of Science (B.S.), Mathematical Sciences
Thomas S. Wootton HS 2007 — 2011
Citi July 2015 - Present
Citi March 2015 - July 2015
Optiver May 2014 - August 2014
PNC September 2013 - May 2014
PNC June 2013 - August 2013
Thycotic Software Ltd May 2012 - August 2012
CASOS September 2011 - May 2012
Thycotic Software Ltd June 2011 - August 2011
Morgan Stanley Smith Barney September 2010 - July 2011
UCG June 2010 - August 2010
Skills
Java, C#, Programming, HTML, Visual Basic, C, Matlab, Microsoft Office, Access, Research, Data Analysis, Microsoft Excel, Python, SQL
Education
Carnegie Mellon University 2011 — 2014
Bachelor of Science (B.S.), Mathematical Sciences
Thomas S. Wootton HS 2007 — 2011
Robert Hillman, CFA Robert Hillman, CFA's Morgan Stanley Smith Barney Experience March 2011 - February 2012
Job Problem Solver
Industry Investment Management
Experience
RLH Consulting LLC August 2008 - Present
Centralina Economic Development Commission 2012 - 2015
Consolidated Planning, Inc. May 2012 - April 2013
Morgan Stanley Smith Barney March 2011 - February 2012
Etrade Financial October 2007 - July 2008
Banc of America Securities August 1997 - March 2007
Barclays 1992 - 1997
Optron Systems 1987 - 1991
AT&T Bell Labs June 1986 - August 1986
Teradyne November 1983 - September 1985
Skills
Structured Finance, Valuation, Leadership Development, Asset Allocation, CDS, Fixed Income, Hedge Funds, Capital Markets, Structured Products, Bonds, Investment Banking, Investment Management, Alternative Investments, Portfolio Management, Equities, Financial Structuring, Asset Management, Corporate Finance, Investments, Options, Trading, Retirement Planning, Finance, Series 7, Derivatives, Bloomberg, Venture Capital, Business Planning, Financial Markets, Strategic Financial..., Strategy, Series 63, Investment Strategies, Mutual Funds, Wealth Management, Investment Advisory, Private Equity, Financial Analysis, Financial Advisory, Securities, Emerging Markets, Leveraged Finance, Start-ups, Financial Services, Financial Modeling, Entrepreneurship, Equity Research, Funding, Financial Planning
Education
New York University - Stern School of Business 1991 — 1993
MBA, Finance and International Business
Massachusetts Institute of Technology 1980 — 1987
BS, Electrical Engineering
Stuyvesant High School 1977 — 1980
Diploma, College Preparatory
Jackie Robinson Intermediate School 320 1974 — 1977
K - 12
Emma Johnson Public School 241 1968 — 1974
K - 12
Central Piedmont Community College
Business Administration and Management, General
New York Institute of Finance
CFA Preparation
Northeastern University
Financial Management
RLH Consulting LLC August 2008 - Present
Centralina Economic Development Commission 2012 - 2015
Consolidated Planning, Inc. May 2012 - April 2013
Morgan Stanley Smith Barney March 2011 - February 2012
Etrade Financial October 2007 - July 2008
Banc of America Securities August 1997 - March 2007
Barclays 1992 - 1997
Optron Systems 1987 - 1991
AT&T Bell Labs June 1986 - August 1986
Teradyne November 1983 - September 1985
Skills
Structured Finance, Valuation, Leadership Development, Asset Allocation, CDS, Fixed Income, Hedge Funds, Capital Markets, Structured Products, Bonds, Investment Banking, Investment Management, Alternative Investments, Portfolio Management, Equities, Financial Structuring, Asset Management, Corporate Finance, Investments, Options, Trading, Retirement Planning, Finance, Series 7, Derivatives, Bloomberg, Venture Capital, Business Planning, Financial Markets, Strategic Financial..., Strategy, Series 63, Investment Strategies, Mutual Funds, Wealth Management, Investment Advisory, Private Equity, Financial Analysis, Financial Advisory, Securities, Emerging Markets, Leveraged Finance, Start-ups, Financial Services, Financial Modeling, Entrepreneurship, Equity Research, Funding, Financial Planning
Education
New York University - Stern School of Business 1991 — 1993
MBA, Finance and International Business
Massachusetts Institute of Technology 1980 — 1987
BS, Electrical Engineering
Stuyvesant High School 1977 — 1980
Diploma, College Preparatory
Jackie Robinson Intermediate School 320 1974 — 1977
K - 12
Emma Johnson Public School 241 1968 — 1974
K - 12
Central Piedmont Community College
Business Administration and Management, General
New York Institute of Finance
CFA Preparation
Northeastern University
Financial Management
Bernice Wolicki Bernice Wolicki's Morgan Stanley Smith Barney Experience August 1989 - January 2014
Job Senior Specialist/Developer Pershing
Industry Financial Services
Experience
Pershing, a BNY Mellon company March 2014 - Present
Morgan Stanley Smith Barney August 1989 - January 2014
Merrill Lynch September 1988 - August 1989
Manufacturer's Hanover Trust Company September 1985 - August 1988
Skills
SDLC, DB2, Business Objects, VSAM, COBOL, Visio, Financial Services, Mainframe, Business Requirements, Business Analysis, Testing, Requirements Gathering, JCL, Systems Analysis, Analysis, Requirements Analysis, Risk Management, Vendor Management, IT Strategy
Education
Brooklyn College 1981 — 1985
B.S., Computer Science, Accounting
Pershing, a BNY Mellon company March 2014 - Present
Morgan Stanley Smith Barney August 1989 - January 2014
Merrill Lynch September 1988 - August 1989
Manufacturer's Hanover Trust Company September 1985 - August 1988
Skills
SDLC, DB2, Business Objects, VSAM, COBOL, Visio, Financial Services, Mainframe, Business Requirements, Business Analysis, Testing, Requirements Gathering, JCL, Systems Analysis, Analysis, Requirements Analysis, Risk Management, Vendor Management, IT Strategy
Education
Brooklyn College 1981 — 1985
B.S., Computer Science, Accounting
Laura Abreu, CAMS Laura Abreu, CAMS's Morgan Stanley Smith Barney Experience May 2011 - February 2013
Job AVP Senior Compliance Officer at JPMorgan Chase
Industry Financial Services
Experience
MUFG in the Americas February 2015 - Present
JPMorgan Chase February 2013 - February 2015
Morgan Stanley Smith Barney May 2011 - February 2013
American Express January 2011 - May 2011
Quontic Bank November 2009 - December 2010
Various Financial Service Firms March 2009 - November 2009
Daylight Forensic & Advisory LLC June 2008 - November 2008
Sumitomo Trust & Banking Co., Ltd June 2007 - April 2008
Chinatrust Bank February 2007 - June 2007
Atlantic Bank of New York April 2004 - February 2007
Skills
Bank Secrecy Act, KYC, AML, CAMS, Private Investigations, Financial Regulation, Banking, OFAC, USA PATRIOT Act, Sanction, FINRA, Securities, Operational Risk, Financial Risk, Fraud, Certified Anti-Money..., Series 24, Financial Institutions, Regulations, FCPA, Mutual Funds, Financial Services, Hedge Funds, Policy, Securities Regulation, Investment Advisory, Series 7, SEC, Operational Risk..., Series 63, Risk Management, Due Diligence, Anti Money Laundering, Corporate Governance, Capital Markets, Dodd-Frank, Enterprise Risk..., Financial Markets, Prime Brokerage
Education
ABA National Compliance School 2006 — 2007
Compliance
City University of New York-Hunter College 1999 — 2003
BS, Economics
MUFG in the Americas February 2015 - Present
JPMorgan Chase February 2013 - February 2015
Morgan Stanley Smith Barney May 2011 - February 2013
American Express January 2011 - May 2011
Quontic Bank November 2009 - December 2010
Various Financial Service Firms March 2009 - November 2009
Daylight Forensic & Advisory LLC June 2008 - November 2008
Sumitomo Trust & Banking Co., Ltd June 2007 - April 2008
Chinatrust Bank February 2007 - June 2007
Atlantic Bank of New York April 2004 - February 2007
Skills
Bank Secrecy Act, KYC, AML, CAMS, Private Investigations, Financial Regulation, Banking, OFAC, USA PATRIOT Act, Sanction, FINRA, Securities, Operational Risk, Financial Risk, Fraud, Certified Anti-Money..., Series 24, Financial Institutions, Regulations, FCPA, Mutual Funds, Financial Services, Hedge Funds, Policy, Securities Regulation, Investment Advisory, Series 7, SEC, Operational Risk..., Series 63, Risk Management, Due Diligence, Anti Money Laundering, Corporate Governance, Capital Markets, Dodd-Frank, Enterprise Risk..., Financial Markets, Prime Brokerage
Education
ABA National Compliance School 2006 — 2007
Compliance
City University of New York-Hunter College 1999 — 2003
BS, Economics
Stefania Luongo Stefania Luongo's Morgan Stanley Smith Barney Experience November 2000 - November 2011
Job Senior Underwriting Assistant at AIG
Industry Financial Services
Experience
AIG November 2012 - Present
Morgan Stanley Smith Barney November 2000 - November 2011
Alitalia Airlines January 1997 - January 2000
Skills
Accounting, Account Reconciliation, Auditing, Tourism, Hotels, Corporate Finance, Testing, Retail, Telephone Skills, Series 7, Securities, Mutual Funds, Investments, Equities, Portfolio Management, Wealth Management, Fixed Income, Series 63, Financial Services
Education
Brooklyn College 1992 — 1997
BA of Modern Languages and Literature, Foreign Languages and Literatures, General
Brooklyn College, CUNY
Bachelor of Arts, Modern Languages
AIG November 2012 - Present
Morgan Stanley Smith Barney November 2000 - November 2011
Alitalia Airlines January 1997 - January 2000
Skills
Accounting, Account Reconciliation, Auditing, Tourism, Hotels, Corporate Finance, Testing, Retail, Telephone Skills, Series 7, Securities, Mutual Funds, Investments, Equities, Portfolio Management, Wealth Management, Fixed Income, Series 63, Financial Services
Education
Brooklyn College 1992 — 1997
BA of Modern Languages and Literature, Foreign Languages and Literatures, General
Brooklyn College, CUNY
Bachelor of Arts, Modern Languages
Dan Wooding Dan Wooding's Morgan Stanley Smith Barney Experience April 2011 - August 2012
Job Salesforce Administrator at 2U
Industry Computer Software
Experience
2U September 2012 - Present
Morgan Stanley Smith Barney April 2011 - August 2012
Stream Global Services December 2008 - March 2011
SEO-PR March 2008 - March 2008
Maine Media Workshops June 2006 - November 2007
Resort Sports Network October 2005 - April 2007
Vermont Youth Conservation Corps 2005 - 2006
Skills
Salesforce.com, Final Cut Pro, Database Administration, Project Management, Mac, Quicktime, User Training, Editing, Adobe Creative Suite, Video Editing, Video, Microsoft Office, Social Media, Social Media Marketing, Photoshop, PowerPoint, Research
Education
Castleton University 2001 — 2005
BS, Communications, Concentration in Mass Media
2U September 2012 - Present
Morgan Stanley Smith Barney April 2011 - August 2012
Stream Global Services December 2008 - March 2011
SEO-PR March 2008 - March 2008
Maine Media Workshops June 2006 - November 2007
Resort Sports Network October 2005 - April 2007
Vermont Youth Conservation Corps 2005 - 2006
Skills
Salesforce.com, Final Cut Pro, Database Administration, Project Management, Mac, Quicktime, User Training, Editing, Adobe Creative Suite, Video Editing, Video, Microsoft Office, Social Media, Social Media Marketing, Photoshop, PowerPoint, Research
Education
Castleton University 2001 — 2005
BS, Communications, Concentration in Mass Media
Jim Campbell Jim Campbell's Morgan Stanley Smith Barney Experience August 1982 - August 1988
Job "Business Talk with Jim Campbell" Nationally Syndicated on the Biz Talk Radio Network Over 300 Stations
Industry Broadcast Media
Experience
WGCH 1490 AM Greenwich, CT Radio June 2010 - Present
Yale Broadcasting Company February 2008 - Present
Greenwich Learning Systems January 2007 - Present
JC Ventures, Inc. September 1996 - Present
KPMG Consulting / BearingPoint September 1996 - May 2001
Morgan Stanley Smith Barney August 1982 - August 1988
IBM August 1979 - August 1981
Skills
On-Air Radio Broadcast..., On-Air Radio Morning &..., Senior Program..., Strategic Planning, Management Consulting, Systems Integration..., Cross Functional Team..., Competitive Analysis, Franchise Consulting, Small Business..., Online Tutoring Business, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Audobe Audition, Gold Wave, Sound Studio, Final Cut Pro, NexGenProphet Digital..., Radio, Politics, Marketing, Radio Host, Radio Broadcasting, Marketing Strategy, Nonprofits, Email Marketing, Leadership, Editing, Auditions, Social Media Marketing, Strategy, Media Relations, Broadcast, Public Speaking, Social Media, Blogging, Online Marketing, News, Facebook, Social Networking, Analysis, Television, Journalism, Copywriting, Advertising, Entertainment, Creative Writing, Publicity
Education
The Tuck School of Business at Dartmouth 1977 — 1979
MBA, General Management
Connecticut School of Broadcasting 2007 — 2007
Certificate, Broadcasting
Tufts University 1973 — 1977
BA, Magna Cum Laude, Political Science
Choate Rosemary Hall 1969 — 1973
High School Diploma
Lake Forest Country Day School 1961 — 1969
WGCH 1490 AM Greenwich, CT Radio June 2010 - Present
Yale Broadcasting Company February 2008 - Present
Greenwich Learning Systems January 2007 - Present
JC Ventures, Inc. September 1996 - Present
KPMG Consulting / BearingPoint September 1996 - May 2001
Morgan Stanley Smith Barney August 1982 - August 1988
IBM August 1979 - August 1981
Skills
On-Air Radio Broadcast..., On-Air Radio Morning &..., Senior Program..., Strategic Planning, Management Consulting, Systems Integration..., Cross Functional Team..., Competitive Analysis, Franchise Consulting, Small Business..., Online Tutoring Business, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Audobe Audition, Gold Wave, Sound Studio, Final Cut Pro, NexGenProphet Digital..., Radio, Politics, Marketing, Radio Host, Radio Broadcasting, Marketing Strategy, Nonprofits, Email Marketing, Leadership, Editing, Auditions, Social Media Marketing, Strategy, Media Relations, Broadcast, Public Speaking, Social Media, Blogging, Online Marketing, News, Facebook, Social Networking, Analysis, Television, Journalism, Copywriting, Advertising, Entertainment, Creative Writing, Publicity
Education
The Tuck School of Business at Dartmouth 1977 — 1979
MBA, General Management
Connecticut School of Broadcasting 2007 — 2007
Certificate, Broadcasting
Tufts University 1973 — 1977
BA, Magna Cum Laude, Political Science
Choate Rosemary Hall 1969 — 1973
High School Diploma
Lake Forest Country Day School 1961 — 1969
Ronald R. Cino Ronald R. Cino's Morgan Stanley Smith Barney Experience January 1987 - July 1992
Job Happily Retired & Enjoying every minute !
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 1987 - July 1992
Skills
Purchasing, Investments, Sales Management, Selling, Leadership, New Business Development, Marketing Strategy, Sales, Marketing, Coaching
Education
City University of New York
BBA, Public Accounting
Morgan Stanley Smith Barney January 1987 - July 1992
Skills
Purchasing, Investments, Sales Management, Selling, Leadership, New Business Development, Marketing Strategy, Sales, Marketing, Coaching
Education
City University of New York
BBA, Public Accounting
Scott Lowrey Scott Lowrey's Morgan Stanley Smith Barney Experience January 1999 - January 2000
Job Account Liaison / Chaplain at Compassionate Care Hospice
Industry Hospital & Health Care
Experience
Compassionate Care Hospice July 2012 - Present
Association of Biblical Counselors 2005 - Present
Heartland Hospice September 2010 - July 2012
Metroplex Counseling June 2009 - October 2010
Ledford-Davis Agency April 2006 - February 2009
Irving Bible Church September 2003 - September 2005
First Baptist Church January 2000 - June 2003
Morgan Stanley Smith Barney January 1999 - January 2000
Bergen Brunswig January 1997 - June 1999
Applied Industrial Tech January 1991 - January 1997
Skills
Non-profits, Public Speaking, Teaching, Leadership Development, Event Planning, Fundraising, Preaching, Coaching, Strategic Planning, Theology, Adults, Public Relations, Team Building, Customer Service, Microsoft Office, Nonprofits
Education
Carson-Newman University 1999 — 2001
M. Ed., Marriage and Family Therapy
University of Tennessee-Knoxville 1986 — 1988
B.S., Business Administration / Finance
Compassionate Care Hospice July 2012 - Present
Association of Biblical Counselors 2005 - Present
Heartland Hospice September 2010 - July 2012
Metroplex Counseling June 2009 - October 2010
Ledford-Davis Agency April 2006 - February 2009
Irving Bible Church September 2003 - September 2005
First Baptist Church January 2000 - June 2003
Morgan Stanley Smith Barney January 1999 - January 2000
Bergen Brunswig January 1997 - June 1999
Applied Industrial Tech January 1991 - January 1997
Skills
Non-profits, Public Speaking, Teaching, Leadership Development, Event Planning, Fundraising, Preaching, Coaching, Strategic Planning, Theology, Adults, Public Relations, Team Building, Customer Service, Microsoft Office, Nonprofits
Education
Carson-Newman University 1999 — 2001
M. Ed., Marriage and Family Therapy
University of Tennessee-Knoxville 1986 — 1988
B.S., Business Administration / Finance
Mel Finkelstein Mel Finkelstein's Morgan Stanley Smith Barney Experience May 1989 - December 2008
Job Financial Advisor at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott December 2008 - Present
Morgan Stanley Smith Barney May 1989 - December 2008
Skills
Retirement Planning, Retirement Income..., Series 7, Series 66, Wealth Management
Education
Brooklyn College 1975 — 1979
Bachelor of Arts (B.A.), Economics
Janney Montgomery Scott December 2008 - Present
Morgan Stanley Smith Barney May 1989 - December 2008
Skills
Retirement Planning, Retirement Income..., Series 7, Series 66, Wealth Management
Education
Brooklyn College 1975 — 1979
Bachelor of Arts (B.A.), Economics
Brian Flemmer Brian Flemmer's Morgan Stanley Smith Barney Experience November 2005 - April 2011
Job Senior Manager, Technology Education at Raymond James
Industry Financial Services
Experience
Raymond James November 2013 - Present
Morgan Keegan April 2011 - November 2013
Morgan Stanley Smith Barney November 2005 - April 2011
Salomon Smith Barney November 1999 - June 2005
Smith Barney November 1997 - November 1999
Wells Fargo Bank February 1996 - November 1997
Skills
FINRA, Series 7, Coaching, Public Speaking, Series 63, Practice Management, Equities, Securities, Wealth Management, Asset Allocation, Leadership, Financial Services, Mutual Funds, Alternative Investments, Retirement Planning, Uniform Combined State..., Investment Advisory, Investments, Portfolio Management, Investment Strategies, Financial Advisory, 401k, Retirement, Investment Management, Wealth Management..., ETFs, Bonds, Fixed Income, High Net Worth..., Finance, Management, Financial Planning, Capital Markets, Financial Analysis, Banking, Relationship Management, Asset Management
Education
Central Washington University 1994 — 1995
BA, Finance
Yakima Valley Community College 1993 — 1994
AAS, Business
Eisenhower High School 1989 — 1993
N/A
Raymond James November 2013 - Present
Morgan Keegan April 2011 - November 2013
Morgan Stanley Smith Barney November 2005 - April 2011
Salomon Smith Barney November 1999 - June 2005
Smith Barney November 1997 - November 1999
Wells Fargo Bank February 1996 - November 1997
Skills
FINRA, Series 7, Coaching, Public Speaking, Series 63, Practice Management, Equities, Securities, Wealth Management, Asset Allocation, Leadership, Financial Services, Mutual Funds, Alternative Investments, Retirement Planning, Uniform Combined State..., Investment Advisory, Investments, Portfolio Management, Investment Strategies, Financial Advisory, 401k, Retirement, Investment Management, Wealth Management..., ETFs, Bonds, Fixed Income, High Net Worth..., Finance, Management, Financial Planning, Capital Markets, Financial Analysis, Banking, Relationship Management, Asset Management
Education
Central Washington University 1994 — 1995
BA, Finance
Yakima Valley Community College 1993 — 1994
AAS, Business
Eisenhower High School 1989 — 1993
N/A
O'Brian Hunter O'Brian Hunter's Morgan Stanley Smith Barney Experience January 2011 - December 2011
Job MBA Candidate at Carnegie Mellon Tepper School of Business
Industry Information Technology and Services
Experience
Carnegie Mellon Tepper School of Business 2014 - Present
The Consortium for Graduate Study in Management 2014 - Present
Morningside Fitness Club June 2011 - Present
Cisco May 2015 - August 2015
RBC Capital Markets May 2012 - July 2014
Morgan Stanley Smith Barney January 2011 - December 2011
Morgan Stanley Smith Barney March 2010 - January 2011
Morgan Stanley Smith Barney July 2008 - March 2010
Western Psychiatric Institute August 2007 - May 2008
Freddie Mac May 2007 - August 2007
Education
Carnegie Mellon University - Tepper School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration
University of Pittsburgh 2004 — 2008
Bachelor of Science (B.S.), Information Science
Carnegie Mellon Tepper School of Business 2014 - Present
The Consortium for Graduate Study in Management 2014 - Present
Morningside Fitness Club June 2011 - Present
Cisco May 2015 - August 2015
RBC Capital Markets May 2012 - July 2014
Morgan Stanley Smith Barney January 2011 - December 2011
Morgan Stanley Smith Barney March 2010 - January 2011
Morgan Stanley Smith Barney July 2008 - March 2010
Western Psychiatric Institute August 2007 - May 2008
Freddie Mac May 2007 - August 2007
Education
Carnegie Mellon University - Tepper School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration
University of Pittsburgh 2004 — 2008
Bachelor of Science (B.S.), Information Science
Harold Nunez Harold Nunez's Morgan Stanley Smith Barney Experience March 2010 - May 2010
Job Vice President Senior IT Auditor at Cantor Fitzgerald
Industry Information Technology and Services
Experience
Cantor Fitzgerald August 2015 - Present
Capco May 2014 - August 2015
Jefferies & Company May 2010 - June 2015
Morgan Stanley Smith Barney March 2010 - May 2010
Capital One Bank January 2010 - March 2010
Mosco Insurance Agency February 2009 - September 2009
Deutsche Bank August 2008 - December 2008
NYSE GROUP April 1987 - March 2008
SECURITIES INDUSTRY AUTOMATION CORP / NYSE GROUP April 1987 - March 2008
NYSE 1987 - 2008
Skills
Tivoli, TWS, Scheduling, CICS, JES2, JES3, Unix, TSO, TCP/IP, Troubleshooting, Windows, Excel, Word, PowerPoint, Program Management, MS Project, Project Implementation, Production, Project Management, Microsoft Excel, Microsoft Word, AIX, Process Scheduler, DNS, Disaster Recovery, BMC Remedy, Change Management, Firewalls, Customer Service, Customer Support, Servers, Operating Systems, System Administration, Networking, Technical Support, Testing, Integration, IT Service Management, IT Operations, PMO, Business Analysis, Agile Methodologies, ITIL, IT Management, Visio, Data Center, PMP, Infrastructure, Software Documentation, Solaris
Education
N. Y. University - School of Continuing and Professional Studies 2002 — 2003
Certifcate, Customer Relationship Manager
N. Y. University - School of Continuing and Professional Studies 2001 — 2001
Certifcate, Lan Administration (Windows 2000)
City University of New York 1998 — 2001
AAS, APPLIED SCIENCE
N. Y. University - School of Continuing and Professional Studies 2000 — 2000
Certifcate, Internet Technologies
HP Educational Services 1999 — 2000
Certifcate, UNIX SYSTEMS
N. Y. University - School of Continuing and Professional Studies 1999 — 2000
Certifcate, WINDOWS NT
N. Y. University - School of Continuing and Professional Studies 1999 — 1999
Certifcate, NOVELL NETWARE
N. Y. University - School of Continuing and Professional Studies 1998 — 1998
Certifcate, TCPIP internetworking Bridges and Routers '
NETCOM TECHNICAL SCHOOL 1997 — 1997
Certifcate, Microsoft Certified System Engineer Training Program
N. Y. University - School of Continuing and Professional Studies
Certficate, Project Management
Cantor Fitzgerald August 2015 - Present
Capco May 2014 - August 2015
Jefferies & Company May 2010 - June 2015
Morgan Stanley Smith Barney March 2010 - May 2010
Capital One Bank January 2010 - March 2010
Mosco Insurance Agency February 2009 - September 2009
Deutsche Bank August 2008 - December 2008
NYSE GROUP April 1987 - March 2008
SECURITIES INDUSTRY AUTOMATION CORP / NYSE GROUP April 1987 - March 2008
NYSE 1987 - 2008
Skills
Tivoli, TWS, Scheduling, CICS, JES2, JES3, Unix, TSO, TCP/IP, Troubleshooting, Windows, Excel, Word, PowerPoint, Program Management, MS Project, Project Implementation, Production, Project Management, Microsoft Excel, Microsoft Word, AIX, Process Scheduler, DNS, Disaster Recovery, BMC Remedy, Change Management, Firewalls, Customer Service, Customer Support, Servers, Operating Systems, System Administration, Networking, Technical Support, Testing, Integration, IT Service Management, IT Operations, PMO, Business Analysis, Agile Methodologies, ITIL, IT Management, Visio, Data Center, PMP, Infrastructure, Software Documentation, Solaris
Education
N. Y. University - School of Continuing and Professional Studies 2002 — 2003
Certifcate, Customer Relationship Manager
N. Y. University - School of Continuing and Professional Studies 2001 — 2001
Certifcate, Lan Administration (Windows 2000)
City University of New York 1998 — 2001
AAS, APPLIED SCIENCE
N. Y. University - School of Continuing and Professional Studies 2000 — 2000
Certifcate, Internet Technologies
HP Educational Services 1999 — 2000
Certifcate, UNIX SYSTEMS
N. Y. University - School of Continuing and Professional Studies 1999 — 2000
Certifcate, WINDOWS NT
N. Y. University - School of Continuing and Professional Studies 1999 — 1999
Certifcate, NOVELL NETWARE
N. Y. University - School of Continuing and Professional Studies 1998 — 1998
Certifcate, TCPIP internetworking Bridges and Routers '
NETCOM TECHNICAL SCHOOL 1997 — 1997
Certifcate, Microsoft Certified System Engineer Training Program
N. Y. University - School of Continuing and Professional Studies
Certficate, Project Management
Donald Rockwell Donald Rockwell's Morgan Stanley Smith Barney Experience August 2010 - August 2011
Job Financial Advisor and PM
Industry Writing and Editing
Experience
University of Vermont 2011 - 2013
Morgan Stanley Smith Barney August 2010 - August 2011
Bureau of Census February 2009 - August 2010
FairPoint Communications December 2007 - December 2008
Agency of Human Services, Vermont April 2007 - September 2007
Mulkin Automotive and Agency of Human Services for VT 2005 - 2007
IPA Management Consultants 2001 - 2005
IPA Management Consultants 2001 - 2005
Belenos 2001 - 2002
America One of Capital One May 1999 - February 2000
Skills
ERP, Technical Writing, Networking, Team Building, Strategic Partnerships, Finance, Cost Benefit, Process Improvement, Program Management, Project Management, SDLC, Agile Project Management, Agile Methodologies, Strategy, Leadership, Budgets, Training, Strategic Planning, Business Strategy, Management Consulting, Recruiting, Executive Management, Project Planning, Telecommunications, Team Leadership, Cross-functional Team..., Vendor Management, PMP, CRM, Business Process..., Start-ups, Management, Business Analysis
Education
Carnegie Mellon University - Tepper School of Business 1992 — 1994
MBA, Marketing, Finance, Economics
United States Naval Academy 1967 — 1971
BS, Analytical Management
University of Vermont 2011 - 2013
Morgan Stanley Smith Barney August 2010 - August 2011
Bureau of Census February 2009 - August 2010
FairPoint Communications December 2007 - December 2008
Agency of Human Services, Vermont April 2007 - September 2007
Mulkin Automotive and Agency of Human Services for VT 2005 - 2007
IPA Management Consultants 2001 - 2005
IPA Management Consultants 2001 - 2005
Belenos 2001 - 2002
America One of Capital One May 1999 - February 2000
Skills
ERP, Technical Writing, Networking, Team Building, Strategic Partnerships, Finance, Cost Benefit, Process Improvement, Program Management, Project Management, SDLC, Agile Project Management, Agile Methodologies, Strategy, Leadership, Budgets, Training, Strategic Planning, Business Strategy, Management Consulting, Recruiting, Executive Management, Project Planning, Telecommunications, Team Leadership, Cross-functional Team..., Vendor Management, PMP, CRM, Business Process..., Start-ups, Management, Business Analysis
Education
Carnegie Mellon University - Tepper School of Business 1992 — 1994
MBA, Marketing, Finance, Economics
United States Naval Academy 1967 — 1971
BS, Analytical Management
Byron Grimes, CFA Byron Grimes, CFA's Morgan Stanley Smith Barney Experience 2010 - 2011
Job Investment Management Professional
Industry Investment Management
Experience
Morgan Stanley Smith Barney 2010 - 2011
Capital One Asset Managment 2007 - 2009
MTB Investment Advisors 2004 - 2007
Citizens Bank 1998 - 2004
Central Fidelity National Bank 1997 - 1998
NationsBank 1988 - 1997
First Kentucky Trust Company 1987 - 1988
Robert Walker & Associates 1983 - 1987
Skills
Fixed Income, Asset Allocation, Equities, Finance
Education
Centre College
Bachelor of Arts, Business and English
Morgan Stanley Smith Barney 2010 - 2011
Capital One Asset Managment 2007 - 2009
MTB Investment Advisors 2004 - 2007
Citizens Bank 1998 - 2004
Central Fidelity National Bank 1997 - 1998
NationsBank 1988 - 1997
First Kentucky Trust Company 1987 - 1988
Robert Walker & Associates 1983 - 1987
Skills
Fixed Income, Asset Allocation, Equities, Finance
Education
Centre College
Bachelor of Arts, Business and English
Nan Zuo Nan Zuo's Morgan Stanley Smith Barney Experience February 2011 - May 2011
Job Junior Analyst at China Merchants Securities Co., Ltd.
Industry Financial Services
Experience
China Merchants Securities Co., Ltd. January 2013 - Present
Hong Kong Economic and Trade Office July 2011 - April 2012
Morgan Stanley Smith Barney February 2011 - May 2011
China Galaxy Securities Company Limited January 2008 - December 2008
Sincere Finance Holding Limited June 2007 - August 2007
Skills
Financial Modeling
Education
Saint John's University - Peter J. Tobin College of Business 2009 — 2011
MBA, Finance
Capital University of Economics and Business 2001 — 2004
Bachelor, Business English
China Merchants Securities Co., Ltd. January 2013 - Present
Hong Kong Economic and Trade Office July 2011 - April 2012
Morgan Stanley Smith Barney February 2011 - May 2011
China Galaxy Securities Company Limited January 2008 - December 2008
Sincere Finance Holding Limited June 2007 - August 2007
Skills
Financial Modeling
Education
Saint John's University - Peter J. Tobin College of Business 2009 — 2011
MBA, Finance
Capital University of Economics and Business 2001 — 2004
Bachelor, Business English
Richard W. Turnbull Richard W. Turnbull's Morgan Stanley Smith Barney Experience 1993 - 1995
Job President, ORO TORO, LLC
Industry Investment Management
Experience
ORO TORO, LLC July 2009 - Present
CIBC World Markets 1996 - 2009
Prudential Securities Inc. April 1995 - November 1996
Morgan Stanley Smith Barney 1993 - 1995
Citicorp Securities Markets August 1988 - December 1989
Merrill Lynch Capital Markets June 1985 - July 1988
Education
Harvard Business School 1983 — 1985
MBA, Finance, General Management
Stanford University 1974 — 1976
MSCE, MSAES, Geotechnical Engineering, Applied Earth Sciences
City University of New York City College 1970 — 1974
BS, Geology/Oceanography
Rensselaer Polytechnic Institute 1969 — 1970
BS Candidate, Science and Engineering
Brooklyn Technical High School 1965 — 1969
Regents Diploma, Aeronautical Engineering
ORO TORO, LLC July 2009 - Present
CIBC World Markets 1996 - 2009
Prudential Securities Inc. April 1995 - November 1996
Morgan Stanley Smith Barney 1993 - 1995
Citicorp Securities Markets August 1988 - December 1989
Merrill Lynch Capital Markets June 1985 - July 1988
Education
Harvard Business School 1983 — 1985
MBA, Finance, General Management
Stanford University 1974 — 1976
MSCE, MSAES, Geotechnical Engineering, Applied Earth Sciences
City University of New York City College 1970 — 1974
BS, Geology/Oceanography
Rensselaer Polytechnic Institute 1969 — 1970
BS Candidate, Science and Engineering
Brooklyn Technical High School 1965 — 1969
Regents Diploma, Aeronautical Engineering
Julian Clark Julian Clark's Morgan Stanley Smith Barney Experience July 2007 - November 2011
Job Financial Services Leadership
Industry Financial Services
Experience
American Stock Transfer & Trust Co LLC 2012 - 2013
Morgan Stanley Smith Barney July 2007 - November 2011
Mellon Financial Corporation (MFC) March 2003 - November 2006
Mellon Financial Corporation (MFC) December 1997 - March 2003
Mellon Financial Corporation (MFC) January 1993 - December 1997
Education
Peat, Marwick,Mitchell 1982 — 1984
Canadian Chartered Accountant
Carleton University 1978 — 1982
Bachelor of Commerce, Finance and Accounting
American Stock Transfer & Trust Co LLC 2012 - 2013
Morgan Stanley Smith Barney July 2007 - November 2011
Mellon Financial Corporation (MFC) March 2003 - November 2006
Mellon Financial Corporation (MFC) December 1997 - March 2003
Mellon Financial Corporation (MFC) January 1993 - December 1997
Education
Peat, Marwick,Mitchell 1982 — 1984
Canadian Chartered Accountant
Carleton University 1978 — 1982
Bachelor of Commerce, Finance and Accounting
louis d banks louis d banks's Morgan Stanley Smith Barney Experience October 2010 - March 2011
Job Administrative Coordinator at SFMOMA's Artist Gallery at Nelson Staffing
Industry Financial Services
Experience
Nelson Staffing July 2015 - Present
San Francisco State University August 2012 - May 2015
Joie De Vivre Hotels May 2011 - February 2013
Morgan Stanley Smith Barney October 2010 - March 2011
Kaiser Permanente August 2007 - August 2009
Sephora LLC May 2006 - August 2006
Barclays Global Investors March 1999 - January 2003
Skills
Adobe Creative Suite, Visio, MS Office Suite, Microsoft Office, Event Planning, Microsoft Word, Training, PowerPoint, Microsoft Excel, Customer Service, Marketing, Management, Project Management, Retail, Time Management
Education
San Francisco State University 2012 — 2015
Bachelor of Arts, Art History, Art History, Criticism and Conservation, 3.2
City College of San Francisco 2011 — 2012
Graphic Design, 3.68
Nelson Staffing July 2015 - Present
San Francisco State University August 2012 - May 2015
Joie De Vivre Hotels May 2011 - February 2013
Morgan Stanley Smith Barney October 2010 - March 2011
Kaiser Permanente August 2007 - August 2009
Sephora LLC May 2006 - August 2006
Barclays Global Investors March 1999 - January 2003
Skills
Adobe Creative Suite, Visio, MS Office Suite, Microsoft Office, Event Planning, Microsoft Word, Training, PowerPoint, Microsoft Excel, Customer Service, Marketing, Management, Project Management, Retail, Time Management
Education
San Francisco State University 2012 — 2015
Bachelor of Arts, Art History, Art History, Criticism and Conservation, 3.2
City College of San Francisco 2011 — 2012
Graphic Design, 3.68
David Mohammed, MA-Economics David Mohammed, MA-Economics's Morgan Stanley Smith Barney Experience October 1998 - September 2007
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2007 - Present
Wells Fargo 2014 - 2014
Wells Fargo 2014 - 2014
Wells Fargo 2014 - 2014
Wells Fargo 2014 - 2014
Morgan Stanley Smith Barney October 1998 - September 2007
Morgan Stanley Wealth Management 1998 - 2007
Skills
Wealth Management, Mutual Funds, Investments, Retirement Planning, Alternative Investments, Financial Advisory, Securities, Asset Allocation, Fixed Annuities, Investment Strategies, Series 63, Financial Planners, Asset Management, 401k, Fixed Income, Strategic Financial..., Uniform Combined State..., Portfolio Management, Investment Advisory, IRAs, Retirement, Series 7
Education
New York University
MSc. Global Affairs
City University of New York City College
MA
Wells Fargo Advisors, LLC September 2007 - Present
Wells Fargo 2014 - 2014
Wells Fargo 2014 - 2014
Wells Fargo 2014 - 2014
Wells Fargo 2014 - 2014
Morgan Stanley Smith Barney October 1998 - September 2007
Morgan Stanley Wealth Management 1998 - 2007
Skills
Wealth Management, Mutual Funds, Investments, Retirement Planning, Alternative Investments, Financial Advisory, Securities, Asset Allocation, Fixed Annuities, Investment Strategies, Series 63, Financial Planners, Asset Management, 401k, Fixed Income, Strategic Financial..., Uniform Combined State..., Portfolio Management, Investment Advisory, IRAs, Retirement, Series 7
Education
New York University
MSc. Global Affairs
City University of New York City College
MA
Ron Resnick, PMP, LSSGB, ITIL Ron Resnick, PMP, LSSGB, ITIL's Morgan Stanley Smith Barney Experience May 2010 - August 2013
Job Project Manager at Citigroup for Polaris Software Lab
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney May 2010 - August 2013
Citigroup May 2004 - November 2008
Prudential Financial 2000 - 2004
PaineWebber 1998 - 2000
Skills
Project Planning, Process Improvement, Quality Assurance, Business Analysis, Requirements Gathering, Problem Solving, Vendor, Risk, SDLC, PMP, MS Project, Visio, Vendor Management, Vendor Relations, Mentoring, Mainframe, ITIL, Business Requirements, Requirements Analysis, Team Building, Resource Management, IT Management, Six Sigma, Application Development, Systems Analysis, Deployment, Analysis, User Acceptance Testing, SharePoint, Software Development, System Deployment, Software Documentation, Risk Management, Project Management, Financial Risk, Management, Testing, Business Process..., Vendors, Leadership, CRM, Unix, Business Process, Business Intelligence, IT Strategy, Training, Performance Management, Team Leadership, Process Engineering, Enterprise Software
Education
Stevens Institute of Technology 1981 — 1985
MS
City University of New York-Brooklyn College 1974 — 1979
BS
Morgan Stanley Smith Barney May 2010 - August 2013
Citigroup May 2004 - November 2008
Prudential Financial 2000 - 2004
PaineWebber 1998 - 2000
Skills
Project Planning, Process Improvement, Quality Assurance, Business Analysis, Requirements Gathering, Problem Solving, Vendor, Risk, SDLC, PMP, MS Project, Visio, Vendor Management, Vendor Relations, Mentoring, Mainframe, ITIL, Business Requirements, Requirements Analysis, Team Building, Resource Management, IT Management, Six Sigma, Application Development, Systems Analysis, Deployment, Analysis, User Acceptance Testing, SharePoint, Software Development, System Deployment, Software Documentation, Risk Management, Project Management, Financial Risk, Management, Testing, Business Process..., Vendors, Leadership, CRM, Unix, Business Process, Business Intelligence, IT Strategy, Training, Performance Management, Team Leadership, Process Engineering, Enterprise Software
Education
Stevens Institute of Technology 1981 — 1985
MS
City University of New York-Brooklyn College 1974 — 1979
BS
Alex Patish Alex Patish's Morgan Stanley Smith Barney Experience February 2011 - July 2013
Job Software Consultant at Liquidnet
Industry Financial Services
Experience
Liquidnet November 2014 - Present
NYSE Euronext December 2013 - November 2014
Tethys Technology August 2013 - November 2013
Morgan Stanley Smith Barney February 2011 - July 2013
NYSE March 2008 - January 2011
Bloomberg LP March 1999 - March 2008
Paine Webber March 1996 - July 1999
Skills
Trading Systems, Market Data, Equities, Options, Bloomberg, Trading, Equity Trading, Agile Methodologies, Integration, Python, C++, Electronic Trading, TCP/IP, Sybase, Capital Markets, Order Management, Unix, Multithreading, Perl, Testing, FX Options, Middle Office, Low Latency, Equity Derivatives
Education
City University of New York-Brooklyn College
MS, Computer and Information Science
Liquidnet November 2014 - Present
NYSE Euronext December 2013 - November 2014
Tethys Technology August 2013 - November 2013
Morgan Stanley Smith Barney February 2011 - July 2013
NYSE March 2008 - January 2011
Bloomberg LP March 1999 - March 2008
Paine Webber March 1996 - July 1999
Skills
Trading Systems, Market Data, Equities, Options, Bloomberg, Trading, Equity Trading, Agile Methodologies, Integration, Python, C++, Electronic Trading, TCP/IP, Sybase, Capital Markets, Order Management, Unix, Multithreading, Perl, Testing, FX Options, Middle Office, Low Latency, Equity Derivatives
Education
City University of New York-Brooklyn College
MS, Computer and Information Science
Carl Petrigno Carl Petrigno's Morgan Stanley Smith Barney Experience January 2010 - February 2013
Job Consultant/Test Lead at Capgemini
Industry Financial Services
Experience
Capgemini February 2013 - Present
Morgan Stanley Smith Barney January 2010 - February 2013
Morgan Stanley August 2006 - November 2008
Morgan Stanley August 1998 - July 2006
Morgan Stanley May 1987 - July 1998
Skills
Process Improvement, Internal Controls, Risk Management, Compliance, Risk, Quality Assurance, Financial Risk, Auditing, Business Analysis, Business Process..., Equities, IT Audit, Information Security, Information Technology, Internal Audit, Management Consulting, Program Management, Project Management, SDLC, Securities, Security, Testing, Training, User Acceptance Testing, Vendor Management
Education
Long Island University, Brooklyn Campus 1981 — 1983
Master's degree, Accounting
City University of New York-Brooklyn College 1975 — 1979
Bachelor of Science (BS), Accounting
Capgemini February 2013 - Present
Morgan Stanley Smith Barney January 2010 - February 2013
Morgan Stanley August 2006 - November 2008
Morgan Stanley August 1998 - July 2006
Morgan Stanley May 1987 - July 1998
Skills
Process Improvement, Internal Controls, Risk Management, Compliance, Risk, Quality Assurance, Financial Risk, Auditing, Business Analysis, Business Process..., Equities, IT Audit, Information Security, Information Technology, Internal Audit, Management Consulting, Program Management, Project Management, SDLC, Securities, Security, Testing, Training, User Acceptance Testing, Vendor Management
Education
Long Island University, Brooklyn Campus 1981 — 1983
Master's degree, Accounting
City University of New York-Brooklyn College 1975 — 1979
Bachelor of Science (BS), Accounting
Nathan Swift Nathan Swift's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job Physicist & Entrepreneur
Industry Research
Experience
Hedgemon, LLC February 2015 - Present
Case Western Reserve University August 2015 - Present
Case Western Reserve University September 2014 - August 2015
McMaster-Carr June 2011 - December 2013
Colgate University January 2011 - May 2011
Colgate University August 2010 - May 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Physics, Teaching, Project Planning, Management, Coaching, Data Analysis
Education
Case Western Reserve University 2014 — 2016
Master of Science (MS), Physics Entrepreneurship
Colgate University 2007 — 2011
Bachelor of Arts (BA), Physics and Environmental Studies
University of Wollongong 2010 — 2010
Physics and Biomimicry
Latin School of Chicago 1993 — 2007
High School
Hedgemon, LLC February 2015 - Present
Case Western Reserve University August 2015 - Present
Case Western Reserve University September 2014 - August 2015
McMaster-Carr June 2011 - December 2013
Colgate University January 2011 - May 2011
Colgate University August 2010 - May 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Physics, Teaching, Project Planning, Management, Coaching, Data Analysis
Education
Case Western Reserve University 2014 — 2016
Master of Science (MS), Physics Entrepreneurship
Colgate University 2007 — 2011
Bachelor of Arts (BA), Physics and Environmental Studies
University of Wollongong 2010 — 2010
Physics and Biomimicry
Latin School of Chicago 1993 — 2007
High School
DEAN MUSTAPHALLI DEAN MUSTAPHALLI's Morgan Stanley Smith Barney Experience August 1998 - December 2009
Job HEDGE FUND MANAGER
Industry Financial Services
Experience
MUSTAPHALLI ADVISORY GROUP December 2009 - Present
Morgan Stanley Smith Barney August 1998 - December 2009
Citigroup 1998 - 2009
Skills
Wealth Management, Portfolio Management, Planning, Retirement, Investments, Asset Allocation, Alternative Investments, Investment Strategies, Retirement Planning, Asset Management, Equities, Bonds, Options, Mutual Funds, Fixed Income, Annuities, Securities, Investment Advisory, Insurance, Asset, Hedge Funds, Valuation, Risk Management, Financial Advisory, Stocks, Financial Planning, Wealth, Portfolios, High Net Worth..., Insurance Planning, Trading, Derivatives, Series 7
Education
City University of New York
BA
MUSTAPHALLI ADVISORY GROUP December 2009 - Present
Morgan Stanley Smith Barney August 1998 - December 2009
Citigroup 1998 - 2009
Skills
Wealth Management, Portfolio Management, Planning, Retirement, Investments, Asset Allocation, Alternative Investments, Investment Strategies, Retirement Planning, Asset Management, Equities, Bonds, Options, Mutual Funds, Fixed Income, Annuities, Securities, Investment Advisory, Insurance, Asset, Hedge Funds, Valuation, Risk Management, Financial Advisory, Stocks, Financial Planning, Wealth, Portfolios, High Net Worth..., Insurance Planning, Trading, Derivatives, Series 7
Education
City University of New York
BA
Pamela Medina Pamela Medina's Morgan Stanley Smith Barney Experience June 2012 - August 2012
Job Enterprise Sales Coordinator at General Assembly
Industry Financial Services
Experience
General Assembly January 2015 - Present
Morgan Stanley June 2014 - December 2014
Morgan Stanley Wealth Management June 2013 - June 2014
Syracuse University February 2010 - May 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Microsoft Student Partners September 2011 - May 2012
BLISTS August 2011 - May 2012
Univision Communications June 2011 - August 2011
Morgan Stanley June 2010 - August 2010
Skills
Facebook, Social Media, Organization, Spanish, Event Planning, Community Outreach, Social Networking, Travel, Travel Planning, Press Releases, Leadership, Marketing, OS X, Microsoft Word, Sales
Education
City University of Hong Kong 2012 — 2012
Study Abroad Fall 2012, International Relations and Affairs
Université de Syracuse 2011 — 2011
Study Abroad Spring 2011, International Relations and Affairs
Syracuse University
Bachelor of Arts (B.A.), International Relations
General Assembly January 2015 - Present
Morgan Stanley June 2014 - December 2014
Morgan Stanley Wealth Management June 2013 - June 2014
Syracuse University February 2010 - May 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Microsoft Student Partners September 2011 - May 2012
BLISTS August 2011 - May 2012
Univision Communications June 2011 - August 2011
Morgan Stanley June 2010 - August 2010
Skills
Facebook, Social Media, Organization, Spanish, Event Planning, Community Outreach, Social Networking, Travel, Travel Planning, Press Releases, Leadership, Marketing, OS X, Microsoft Word, Sales
Education
City University of Hong Kong 2012 — 2012
Study Abroad Fall 2012, International Relations and Affairs
Université de Syracuse 2011 — 2011
Study Abroad Spring 2011, International Relations and Affairs
Syracuse University
Bachelor of Arts (B.A.), International Relations
Daniel Robert Byrd Daniel Robert Byrd's Morgan Stanley Smith Barney Experience August 1983 - October 1989
Job Manager Marketing, Customer Food Delivery Sales & Promotions at Buffalo Philly's
Industry Marketing and Advertising
Experience
Buffalo Philly's August 2013 - Present
DNA Multiservices Enterprise Ltd. October 2004 - June 2012
Baker Robbins & Company April 2005 - March 2006
Americard LLC February 2002 - January 2004
Sidley Austin February 2000 - March 2002
Merrill Corporation DMS August 1998 - February 2000
CitiStorage February 1996 - February 1998
Condon & Forsyth LLP September 1992 - February 1996
Pennie & Edmonds October 1989 - September 1992
Morgan Stanley Smith Barney August 1983 - October 1989
Skills
Microsoft Office, Access, Visio, Project 2007, LegalKey, File Surf, Public Speaking, Business Analysis, Program Management, Records Management, Training, Team Leadership, Customer Service, SharePoint, Project Management, Document Management, MS Project, Team Building, Strategic Planning, Office Management, Management, Litigation, Leadership, Data Analysis, Business Process..., Start-ups, Litigation Support, Analysis, Business Strategy, Business Intelligence, Knowledge Management, Social Media, Information Management, Coaching, Process Improvement, Management Consulting, Corporate Law, IT Management, Project Planning, Contract Negotiation, Consulting, Enterprise Content..., Fundraising, Budgets, Legal Assistance, Policy, Microsoft Excel, Outsourcing, Leadership Development, Research
Education
Capella University 2015 — 2017
MBA
Capella University 2012 — 2015
Bachelor of Science (BS), Business Administration and Management, General
Nash Community College 2012 — 2012
Small Business Certificates, Entrepreneurial and Small Business Operations
University of Pheonix 2009 — 2010
Completed 65 Credits Information Technology/Computer Security, Information Technology
City University of New York-Herbert H. Lehman College 2004 — 2006
Completed 95 Credits Human Resources & Psychology, Business Administration and Management, General
Laguardia Community College 1998 — 2001
AAS Degree, Paralegal Studies, 3.57
American Management Association 1988 — 1988
Certificate Purchasing Skills, Purchasing, Procurement/Acquisitions and Contracts Management
American Management Association 1988 — 1988
Certificate Records Management Technologies, Records Management
New York University 1988 — 1988
Certificate Management Skills & Technics, Business Administration and Management, General
Bushwick HS
Buffalo Philly's August 2013 - Present
DNA Multiservices Enterprise Ltd. October 2004 - June 2012
Baker Robbins & Company April 2005 - March 2006
Americard LLC February 2002 - January 2004
Sidley Austin February 2000 - March 2002
Merrill Corporation DMS August 1998 - February 2000
CitiStorage February 1996 - February 1998
Condon & Forsyth LLP September 1992 - February 1996
Pennie & Edmonds October 1989 - September 1992
Morgan Stanley Smith Barney August 1983 - October 1989
Skills
Microsoft Office, Access, Visio, Project 2007, LegalKey, File Surf, Public Speaking, Business Analysis, Program Management, Records Management, Training, Team Leadership, Customer Service, SharePoint, Project Management, Document Management, MS Project, Team Building, Strategic Planning, Office Management, Management, Litigation, Leadership, Data Analysis, Business Process..., Start-ups, Litigation Support, Analysis, Business Strategy, Business Intelligence, Knowledge Management, Social Media, Information Management, Coaching, Process Improvement, Management Consulting, Corporate Law, IT Management, Project Planning, Contract Negotiation, Consulting, Enterprise Content..., Fundraising, Budgets, Legal Assistance, Policy, Microsoft Excel, Outsourcing, Leadership Development, Research
Education
Capella University 2015 — 2017
MBA
Capella University 2012 — 2015
Bachelor of Science (BS), Business Administration and Management, General
Nash Community College 2012 — 2012
Small Business Certificates, Entrepreneurial and Small Business Operations
University of Pheonix 2009 — 2010
Completed 65 Credits Information Technology/Computer Security, Information Technology
City University of New York-Herbert H. Lehman College 2004 — 2006
Completed 95 Credits Human Resources & Psychology, Business Administration and Management, General
Laguardia Community College 1998 — 2001
AAS Degree, Paralegal Studies, 3.57
American Management Association 1988 — 1988
Certificate Purchasing Skills, Purchasing, Procurement/Acquisitions and Contracts Management
American Management Association 1988 — 1988
Certificate Records Management Technologies, Records Management
New York University 1988 — 1988
Certificate Management Skills & Technics, Business Administration and Management, General
Bushwick HS
Duhan Malali's Morgan Stanley Smith Barney Experience December 2011 - April 2012
Job Regional Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2015 - Present
PNC May 2013 - January 2015
Morgan Stanley April 2012 - April 2013
Morgan Stanley Smith Barney December 2011 - April 2012
Skills
Wealth Management, Financial Advisory, Personal Financial..., Securities, Financial Analysis, Series 7, Banking
Education
Wilmington University 2009 — 2011
Bachelor's Degree, Business Management, 3.71
Chestnut Hill College 2007 — 2009
Associates Degree, Business Administration
Wells Fargo January 2015 - Present
PNC May 2013 - January 2015
Morgan Stanley April 2012 - April 2013
Morgan Stanley Smith Barney December 2011 - April 2012
Skills
Wealth Management, Financial Advisory, Personal Financial..., Securities, Financial Analysis, Series 7, Banking
Education
Wilmington University 2009 — 2011
Bachelor's Degree, Business Management, 3.71
Chestnut Hill College 2007 — 2009
Associates Degree, Business Administration
Michael Dodson Michael Dodson's Morgan Stanley Smith Barney Experience June 2006 - December 2010
Job Energy & Resources
Industry Management Consulting
Experience
Deloitte August 2015 - Present
Deloitte August 2013 - Present
Deloitte May 2011 - July 2013
Morgan Stanley Smith Barney June 2006 - December 2010
Entergy Solutions, Ltd. May 2004 - May 2006
Lindamood-Bell Learning Processes June 2001 - April 2003
Various June 1991 - August 2001
Skills
Account Management, Marketing Communications, Financial Services, Financial Analysis, Financial Modeling, Risk Management, Strategic Financial..., Management Consulting, Strategic Planning, Business Development, Portfolio Management, Business Analysis, Finance, Project Management, Marketing, Leadership, Cross-functional Team..., Management, Strategy
Education
Tulane University - A.B. Freeman School of Business 2003 — 2005
MBA, Marketing and Information Systems
Centre College 1988 — 1992
BA, Economics
Deloitte August 2015 - Present
Deloitte August 2013 - Present
Deloitte May 2011 - July 2013
Morgan Stanley Smith Barney June 2006 - December 2010
Entergy Solutions, Ltd. May 2004 - May 2006
Lindamood-Bell Learning Processes June 2001 - April 2003
Various June 1991 - August 2001
Skills
Account Management, Marketing Communications, Financial Services, Financial Analysis, Financial Modeling, Risk Management, Strategic Financial..., Management Consulting, Strategic Planning, Business Development, Portfolio Management, Business Analysis, Finance, Project Management, Marketing, Leadership, Cross-functional Team..., Management, Strategy
Education
Tulane University - A.B. Freeman School of Business 2003 — 2005
MBA, Marketing and Information Systems
Centre College 1988 — 1992
BA, Economics
Spencer Cox Spencer Cox's Morgan Stanley Smith Barney Experience November 2003 - May 2006
Job President at Vending Services Incorporated
Industry Food & Beverages
Experience
Vending Services Incorporated January 2010 - Present
All Iowa Vending January 2010 - September 2011
Morgan Stanley Smith Barney November 2003 - May 2006
All-State Industries June 1998 - November 2003
Skills
Business Development, Start-ups, Sales, Marketing Strategy, Business Planning
Education
Central College 1994 — 1998
Bachelor of Arts, Business Management
West Des Moines Valley 1991 — 1994
GED
Vending Services Incorporated January 2010 - Present
All Iowa Vending January 2010 - September 2011
Morgan Stanley Smith Barney November 2003 - May 2006
All-State Industries June 1998 - November 2003
Skills
Business Development, Start-ups, Sales, Marketing Strategy, Business Planning
Education
Central College 1994 — 1998
Bachelor of Arts, Business Management
West Des Moines Valley 1991 — 1994
GED
clarence shearer clarence shearer's Morgan Stanley Smith Barney Experience July 2003 - September 2006
Job Senior Partner at Shearer & Associates
Industry Real Estate
Experience
Shearer and Associates August 1996 - Present
Morgan Stanley Smith Barney July 2003 - September 2006
William Blair and Company July 1998 - April 2001
Skills
Investment Properties, Real Estate Transactions, Training, Marketing, Customer Service, Real Estate, Sales, Accounting, Marketing Strategy, Management, Social Media Marketing, Policy, Trading, Series 63, Investments, Public Speaking, Sellers, Program Management, Team Building, Strategic Planning, Mutual Funds, Retail, Financial Analysis, Software Documentation, Team Leadership, Contract Negotiation, Leadership, Small Business
Education
Keller Graduate School of Management of DeVry University 2013 — 2014
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Chicago State University 2004 — 2008
Board of Governors, Marketing and Management
Shearer and Associates August 1996 - Present
Morgan Stanley Smith Barney July 2003 - September 2006
William Blair and Company July 1998 - April 2001
Skills
Investment Properties, Real Estate Transactions, Training, Marketing, Customer Service, Real Estate, Sales, Accounting, Marketing Strategy, Management, Social Media Marketing, Policy, Trading, Series 63, Investments, Public Speaking, Sellers, Program Management, Team Building, Strategic Planning, Mutual Funds, Retail, Financial Analysis, Software Documentation, Team Leadership, Contract Negotiation, Leadership, Small Business
Education
Keller Graduate School of Management of DeVry University 2013 — 2014
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Chicago State University 2004 — 2008
Board of Governors, Marketing and Management
Steven Brantley Steven Brantley's Morgan Stanley Smith Barney Experience May 2010 - June 2011
Job Law Student at George Mason University School of Law
Industry Financial Services
Experience
HSBC Bank USA, N.A. February 2014 - March 2015
TIAA-CREF August 2012 - February 2014
Fidelity Investments June 2011 - August 2012
Morgan Stanley Smith Barney May 2010 - June 2011
Deutsche Bank July 2007 - May 2010
Skills
Series 7, Equities, Alternative Investments, Finance, Financial Services, Asset Management, Risk Management, Financial Analysis, Strategic Financial..., Financial Risk, Financial Markets, Asset Allocation, Stock Trading, Event Management, Financial Communications, Compliance, Staff Supervision, Strategic Communications, Research, Hedge Funds, Pension Funds, Private Equity, Equity Research, Microsoft Office, Project Management, Budgets, Streamlining Operations, Corporate Communications, Anti Money Laundering, Bank Secrecy Act, OFAC, Fraud Detection, Fraud Investigations, Financial Crimes...
Education
George Mason University School of Law
Juris Doctor (J.D.)
The George Washington University 2003 — 2007
BA, Political Science, International Relations
City University of Hong Kong 2005 — 2006
Political Science, International Business
Manlius Pebble Hill School
HSBC Bank USA, N.A. February 2014 - March 2015
TIAA-CREF August 2012 - February 2014
Fidelity Investments June 2011 - August 2012
Morgan Stanley Smith Barney May 2010 - June 2011
Deutsche Bank July 2007 - May 2010
Skills
Series 7, Equities, Alternative Investments, Finance, Financial Services, Asset Management, Risk Management, Financial Analysis, Strategic Financial..., Financial Risk, Financial Markets, Asset Allocation, Stock Trading, Event Management, Financial Communications, Compliance, Staff Supervision, Strategic Communications, Research, Hedge Funds, Pension Funds, Private Equity, Equity Research, Microsoft Office, Project Management, Budgets, Streamlining Operations, Corporate Communications, Anti Money Laundering, Bank Secrecy Act, OFAC, Fraud Detection, Fraud Investigations, Financial Crimes...
Education
George Mason University School of Law
Juris Doctor (J.D.)
The George Washington University 2003 — 2007
BA, Political Science, International Relations
City University of Hong Kong 2005 — 2006
Political Science, International Business
Manlius Pebble Hill School
James Yarbrough James Yarbrough's Morgan Stanley Smith Barney Experience November 2007 - November 2009
Job Managing Director at Stonebridge Wealth Management, Ltd,Co
Industry Financial Services
Experience
Stonebridge Wealth Management, Ltd, Co 2009 - Present
Morgan Stanley Smith Barney November 2007 - November 2009
Edward Jones October 2004 - November 2007
Skills
Wealth Management, Financial Planning, Investments, Portfolio Management, Estate Planning, Retirement Planning, Retirement Income..., Insurance Planning, Special Needs Trusts, Investment Advisory, Asset Allocation, Asset Management, Financial Advice, Personal Finance, Charitable Giving, Financial Advisory, Asset Protection, Wealth Preservation..., Investment Strategies, Risk Management, Succession Planning, Financial Services, Retirement, Mutual Funds
Education
Carson-Newman University 1992 — 1997
BS, Business
Stonebridge Wealth Management, Ltd, Co 2009 - Present
Morgan Stanley Smith Barney November 2007 - November 2009
Edward Jones October 2004 - November 2007
Skills
Wealth Management, Financial Planning, Investments, Portfolio Management, Estate Planning, Retirement Planning, Retirement Income..., Insurance Planning, Special Needs Trusts, Investment Advisory, Asset Allocation, Asset Management, Financial Advice, Personal Finance, Charitable Giving, Financial Advisory, Asset Protection, Wealth Preservation..., Investment Strategies, Risk Management, Succession Planning, Financial Services, Retirement, Mutual Funds
Education
Carson-Newman University 1992 — 1997
BS, Business
Nanda Moscovitch MBA Nanda Moscovitch MBA's Morgan Stanley Smith Barney Experience August 2004 - December 2004
Job Financial Aid/Veteran Affairs Specialist at Central Piedmont Community College
Industry Financial Services
Experience
Central Piedmont Community College November 2010 - Present
Trust Administration Services September 2008 - March 2010
New York Life Insurance Company June 2007 - July 2008
Cendant Mobility August 2005 - April 2006
Morgan Stanley Smith Barney August 2004 - December 2004
Skills
Six Sigma, Student Financial Aid, Student Loans, Green Belt, Business Valuation, Higher Education Policy, Student Engagement, Default, Month End, Financial Aid, Business Strategy, Microsoft Office, MBA, Account Reconciliation, G/L Reconciliations, Customer Service, Finance, Leadership, Management, Program Management, Public Speaking
Education
Pfeiffer University 2012 — 2013
Masters of Business Administration, Leadership
Central Piedmont Community College 2011 — 2011
Six Sigma Green Belt Certified
Western Connecticut State University 2001 — 2006
BBA, Finance
Central Piedmont Community College November 2010 - Present
Trust Administration Services September 2008 - March 2010
New York Life Insurance Company June 2007 - July 2008
Cendant Mobility August 2005 - April 2006
Morgan Stanley Smith Barney August 2004 - December 2004
Skills
Six Sigma, Student Financial Aid, Student Loans, Green Belt, Business Valuation, Higher Education Policy, Student Engagement, Default, Month End, Financial Aid, Business Strategy, Microsoft Office, MBA, Account Reconciliation, G/L Reconciliations, Customer Service, Finance, Leadership, Management, Program Management, Public Speaking
Education
Pfeiffer University 2012 — 2013
Masters of Business Administration, Leadership
Central Piedmont Community College 2011 — 2011
Six Sigma Green Belt Certified
Western Connecticut State University 2001 — 2006
BBA, Finance
Rafael Kilayko Rafael Kilayko's Morgan Stanley Smith Barney Experience December 2009 - June 2011
Job Research Analyst
Industry Financial Services
Experience
Morgan Stanley May 2011 - Present
Morgan Stanley Smith Barney December 2009 - June 2011
Smith Barney October 2007 - July 2009
Proctor Investment Managers LLC April 2006 - October 2007
Morgan Stanley April 2005 - April 2006
Morgan Stanley November 2002 - April 2005
Morgan Stanley October 2000 - November 2002
Investment Consulting Services October 1999 - October 2000
Morgan Stanley Smith Barney March 1998 - October 1999
Skills
Mutual Funds, Alternative Investments, Series 7, Separately Managed..., Asset Allocation, Fixed Income, Investments, Portfolio Management, Series 63, Asset Management, Investment Advisory, Bonds, Investment Management, Financial Advisory, Securities, Investment Strategies, Valuation
Education
City University of New York 1995 — 1999
BS, Business/Finance
Morgan Stanley May 2011 - Present
Morgan Stanley Smith Barney December 2009 - June 2011
Smith Barney October 2007 - July 2009
Proctor Investment Managers LLC April 2006 - October 2007
Morgan Stanley April 2005 - April 2006
Morgan Stanley November 2002 - April 2005
Morgan Stanley October 2000 - November 2002
Investment Consulting Services October 1999 - October 2000
Morgan Stanley Smith Barney March 1998 - October 1999
Skills
Mutual Funds, Alternative Investments, Series 7, Separately Managed..., Asset Allocation, Fixed Income, Investments, Portfolio Management, Series 63, Asset Management, Investment Advisory, Bonds, Investment Management, Financial Advisory, Securities, Investment Strategies, Valuation
Education
City University of New York 1995 — 1999
BS, Business/Finance
Bobby McKee's Morgan Stanley Smith Barney Experience October 2006 - Present
Job Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 2006 - Present
Merrill Lynch May 2001 - October 2006
Education
Centenary College of Louisiana 1985 — 1989
B.A. Economics / Accounting Minor, Economics, Accounting & Finance
Morgan Stanley Smith Barney October 2006 - Present
Merrill Lynch May 2001 - October 2006
Education
Centenary College of Louisiana 1985 — 1989
B.A. Economics / Accounting Minor, Economics, Accounting & Finance
Robert G. Klobus, CSM Robert G. Klobus, CSM's Morgan Stanley Smith Barney Experience May 2010 - November 2010
Job Senior Project Manager at Unemployed
Industry Information Technology and Services
Experience
Unemployed April 2015 - Present
CA Technologies July 2011 - April 2015
Citigroup December 2010 - February 2011
Morgan Stanley Smith Barney May 2010 - November 2010
Capital One August 2009 - April 2010
Citigroup September 2007 - December 2008
CA, Inc December 2003 - February 2006
Brown Brothers Harriman & Co. March 1982 - December 2003
Leviton Manufacturing 1980 - March 1982
TSR 1978 - 1980
Skills
Infrastructure, SDLC, Vendor Management, PMP, Clarity, PMO, IT Strategy, Data Center, Project Management, Leadership, Project Delivery, Disaster Recovery, Management, ITIL, Training, Enterprise Architecture, Project Portfolio..., Resource Management, MS Project, IT Management, Recruiting, Requirements Analysis, IT Service Management, Outsourcing, Integration, Enterprise Software, Program Management, Microsoft Project
Education
New Age Training 2007 — 2007
Certificate, Fundamentals of Project Management
City University of New York 1989 — 1993
AAS, Business Administration
Unemployed April 2015 - Present
CA Technologies July 2011 - April 2015
Citigroup December 2010 - February 2011
Morgan Stanley Smith Barney May 2010 - November 2010
Capital One August 2009 - April 2010
Citigroup September 2007 - December 2008
CA, Inc December 2003 - February 2006
Brown Brothers Harriman & Co. March 1982 - December 2003
Leviton Manufacturing 1980 - March 1982
TSR 1978 - 1980
Skills
Infrastructure, SDLC, Vendor Management, PMP, Clarity, PMO, IT Strategy, Data Center, Project Management, Leadership, Project Delivery, Disaster Recovery, Management, ITIL, Training, Enterprise Architecture, Project Portfolio..., Resource Management, MS Project, IT Management, Recruiting, Requirements Analysis, IT Service Management, Outsourcing, Integration, Enterprise Software, Program Management, Microsoft Project
Education
New Age Training 2007 — 2007
Certificate, Fundamentals of Project Management
City University of New York 1989 — 1993
AAS, Business Administration
Irene Katz Irene Katz's Morgan Stanley Smith Barney Experience March 2000 - 2012
Job Business Analyst at Canon USA
Industry Financial Services
Experience
Canon USA April 2012 - Present
Morgan Stanley Smith Barney March 2000 - 2012
Arrow Electronics April 1998 - February 2000
Bear Sterns 1996 - April 1998
Smith Barney 1995 - 1996
MGRCONSULTING GROUP 1994 - 1995
Skills
COBOL, VSAM, Mainframe, Fileaid, CICS, JCL, DB2, TSO, Visual Basic, Visio, SQL DB2, Xpediter, Intertest, Endeavor, Change Management, Panvalet, File Management, Microsoft Word, Microsoft Excel, Microsoft Project, COBOLII, Agile Methodologies, Scrum, Business Analysis, SDLC, Consulting
Education
City University of New York-Brooklyn College 1990 — 1994
Bachelor's degree, Economics and Computer Science
Canon USA April 2012 - Present
Morgan Stanley Smith Barney March 2000 - 2012
Arrow Electronics April 1998 - February 2000
Bear Sterns 1996 - April 1998
Smith Barney 1995 - 1996
MGRCONSULTING GROUP 1994 - 1995
Skills
COBOL, VSAM, Mainframe, Fileaid, CICS, JCL, DB2, TSO, Visual Basic, Visio, SQL DB2, Xpediter, Intertest, Endeavor, Change Management, Panvalet, File Management, Microsoft Word, Microsoft Excel, Microsoft Project, COBOLII, Agile Methodologies, Scrum, Business Analysis, SDLC, Consulting
Education
City University of New York-Brooklyn College 1990 — 1994
Bachelor's degree, Economics and Computer Science
Ben Stegmann Ben Stegmann's Morgan Stanley Smith Barney Experience May 2011 - September 2011
Job Masters Student at Carnegie Mellon
Industry Investment Management
Experience
Bank of America January 2015 - Present
BlackRock June 2014 - August 2014
Risk Paradigm Group June 2013 - August 2013
Risk Paradigm Group May 2012 - September 2012
Morgan Stanley Smith Barney May 2011 - September 2011
Tito's Handmade Vodka June 2010 - August 2010
Skills
Bloomberg Terminal, Valuation, Equities, Derivatives, Financial Modeling, Economics, Computational Finance, Econometrics, VBA, Portfolio Management, Asset Management
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2014
Master of Science (M.S.), Computational Finance
Middlebury College 2009 — 2013
Bachelor of Arts (BA), Applied Mathematics
Middlebury College 2009 — 2013
Bachelor of Arts (BA), Economics
Bank of America January 2015 - Present
BlackRock June 2014 - August 2014
Risk Paradigm Group June 2013 - August 2013
Risk Paradigm Group May 2012 - September 2012
Morgan Stanley Smith Barney May 2011 - September 2011
Tito's Handmade Vodka June 2010 - August 2010
Skills
Bloomberg Terminal, Valuation, Equities, Derivatives, Financial Modeling, Economics, Computational Finance, Econometrics, VBA, Portfolio Management, Asset Management
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2014
Master of Science (M.S.), Computational Finance
Middlebury College 2009 — 2013
Bachelor of Arts (BA), Applied Mathematics
Middlebury College 2009 — 2013
Bachelor of Arts (BA), Economics
Bertram McCleskey Bertram McCleskey's Morgan Stanley Smith Barney Experience January 2012 - Present
Job Account Operations Analyst
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2012 - Present
The Wendy's Company February 2006 - January 2012
Sinclair Broadcast Group (WTTE/WSYX) September 2003 - February 2006
Skills
Media Relations, Event Planning, Microsoft Office, Public Relations, Public Speaking, Leadership, Press Releases, Social Media, Social Networking, Fundraising, Facebook, Marketing, PowerPoint, Strategic Communications, Management, Customer Service, Team Building, Strategic Planning, Budgets, Editing, Microsoft Excel
Education
Capital University 1999 — 2003
Bachelor's degree, Organizational Communication, General
Capital University 1999 — 2003
Organizational Communication, Corporate Video
Morgan Stanley Smith Barney January 2012 - Present
The Wendy's Company February 2006 - January 2012
Sinclair Broadcast Group (WTTE/WSYX) September 2003 - February 2006
Skills
Media Relations, Event Planning, Microsoft Office, Public Relations, Public Speaking, Leadership, Press Releases, Social Media, Social Networking, Fundraising, Facebook, Marketing, PowerPoint, Strategic Communications, Management, Customer Service, Team Building, Strategic Planning, Budgets, Editing, Microsoft Excel
Education
Capital University 1999 — 2003
Bachelor's degree, Organizational Communication, General
Capital University 1999 — 2003
Organizational Communication, Corporate Video
Lauren Perry Drury Lauren Perry Drury's Morgan Stanley Smith Barney Experience February 2011 - January 2012
Job Vice President, Senior Fiduciary Officer at Washington Trust Wealth Management
Industry Law Practice
Experience
The Washington Trust Company July 2015 - Present
Mignanelli & Associates, Ltd. March 2012 - June 2015
Morgan Stanley Smith Barney February 2011 - January 2012
DiOrio Law Office 2008 - 2011
Sager & Schaffer 2006 - 2008
Skills
Fundraising, Non-profits, Strategic Planning, Litigation, Estate Planning, Trusts, Wills, Legal Research, Nonprofits, Investments, Financial Advisory, Small Business, Estate Administration, Securities, Mediation, Legal Writing
Education
Case Western Reserve University School of Law 2003 — 2006
JD, Law
Muhlenberg College 1999 — 2003
BA, Philosphy, Spanish
Attleboro High School 1994 — 1999
The Washington Trust Company July 2015 - Present
Mignanelli & Associates, Ltd. March 2012 - June 2015
Morgan Stanley Smith Barney February 2011 - January 2012
DiOrio Law Office 2008 - 2011
Sager & Schaffer 2006 - 2008
Skills
Fundraising, Non-profits, Strategic Planning, Litigation, Estate Planning, Trusts, Wills, Legal Research, Nonprofits, Investments, Financial Advisory, Small Business, Estate Administration, Securities, Mediation, Legal Writing
Education
Case Western Reserve University School of Law 2003 — 2006
JD, Law
Muhlenberg College 1999 — 2003
BA, Philosphy, Spanish
Attleboro High School 1994 — 1999
Cavelle Davis Cavelle Davis's Morgan Stanley Smith Barney Experience September 2006 - December 2006
Job Program Accountant at Arch Insurance Group
Industry Insurance
Experience
Arch Insurance Group July 2011 - Present
Arch Insurance Group May 2007 - Present
Ann Taylor Loft January 2003 - May 2010
Morgan Stanley Smith Barney September 2006 - December 2006
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Cognos ReportNet, WINS, Pivot Tables, Budget, Strategic Planning, Financial Reporting, Financial Analysis, Financial Accounting, Auditing, Editing
Education
Brooklyn College 2002 — 2007
Bachelor's degree, Business/management Finance
Basseterre St.Kitts 1998 — 2000
GCE, Accounting and Business/Management
Arch Insurance Group July 2011 - Present
Arch Insurance Group May 2007 - Present
Ann Taylor Loft January 2003 - May 2010
Morgan Stanley Smith Barney September 2006 - December 2006
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Cognos ReportNet, WINS, Pivot Tables, Budget, Strategic Planning, Financial Reporting, Financial Analysis, Financial Accounting, Auditing, Editing
Education
Brooklyn College 2002 — 2007
Bachelor's degree, Business/management Finance
Basseterre St.Kitts 1998 — 2000
GCE, Accounting and Business/Management
Elsa Lewis-Anderson, PMP's Morgan Stanley Smith Barney Experience October 2010 - Present
Job Project Manager at Morgan Stanley Smith Barney
Industry Management Consulting
Experience
Morgan Stanley Smith Barney October 2010 - Present
Citigroup 2005 - 2009
Skills
MS Project, Project Management, MPLS, SDLC, Business Analysis, Project Portfolio..., PMP, Risk Management, Vendor Management, PMO
Education
City University of New York
PMI
Certified PMP
Morgan Stanley Smith Barney October 2010 - Present
Citigroup 2005 - 2009
Skills
MS Project, Project Management, MPLS, SDLC, Business Analysis, Project Portfolio..., PMP, Risk Management, Vendor Management, PMO
Education
City University of New York
PMI
Certified PMP
Nancy Olson Nancy Olson's Morgan Stanley Smith Barney Experience 1996 - 2001
Job Trading System Lab
Industry Financial Services
Experience
Trading System Lab 2012 - Present
Alpha Algorithmics January 2007 - Present
Nexgen Software Services 2007 - 2012
NeuroShell 2009 - 2011
Trading Concepts March 2007 - February 2009
Morgan Stanley Smith Barney 1996 - 2001
Merrill Lynch 1983 - 1996
Skills
Trading Strategies, Trading Systems, Electronic Trading, Financial Modeling, Commodity, Foreign Exchange, Bonds, High Frequency Trading, Trading, Strategy, Proprietary Trading, Alternative Investments, Portfolio Management, FX Options, Derivatives, Asset Managment, Options, Series 7, Risk Management, Financial Analysis, Financial Markets, FX trading, Currency, Capital Markets, Technical Analysis, Investment Strategies, Business Development, Brokerage, Business Strategy, Strategic Planning, Private Equity, Equities, Hedge Funds, Bloomberg, Hedging, Managed Futures, Equity Derivatives, Asset Management, Traders, Investment Banking, Options Strategies, Futures Trading, ETFs, Equity Trading, Fixed Income, Investments, Securities, Quantitative Finance, Emerging Markets, Valuation
Education
Indiana Central University
Master of Business Administration (MBA), Accounting and Finance
University of Chicago
Applied Mathematics
Centre College
Bachelor of Arts (BA), Finance
Syracuse University
Louisville Collegiate School
College/University Preparatory and Advanced High School/Secondary Diploma Program
Trading System Lab 2012 - Present
Alpha Algorithmics January 2007 - Present
Nexgen Software Services 2007 - 2012
NeuroShell 2009 - 2011
Trading Concepts March 2007 - February 2009
Morgan Stanley Smith Barney 1996 - 2001
Merrill Lynch 1983 - 1996
Skills
Trading Strategies, Trading Systems, Electronic Trading, Financial Modeling, Commodity, Foreign Exchange, Bonds, High Frequency Trading, Trading, Strategy, Proprietary Trading, Alternative Investments, Portfolio Management, FX Options, Derivatives, Asset Managment, Options, Series 7, Risk Management, Financial Analysis, Financial Markets, FX trading, Currency, Capital Markets, Technical Analysis, Investment Strategies, Business Development, Brokerage, Business Strategy, Strategic Planning, Private Equity, Equities, Hedge Funds, Bloomberg, Hedging, Managed Futures, Equity Derivatives, Asset Management, Traders, Investment Banking, Options Strategies, Futures Trading, ETFs, Equity Trading, Fixed Income, Investments, Securities, Quantitative Finance, Emerging Markets, Valuation
Education
Indiana Central University
Master of Business Administration (MBA), Accounting and Finance
University of Chicago
Applied Mathematics
Centre College
Bachelor of Arts (BA), Finance
Syracuse University
Louisville Collegiate School
College/University Preparatory and Advanced High School/Secondary Diploma Program
James Glass James Glass's Morgan Stanley Smith Barney Experience January 2011 - December 2011
Job JP Morgan Chase Bank N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. November 2011 - Present
Morgan Stanley Smith Barney January 2011 - December 2011
JP Morgan Chase 2008 - 2010
Education
City University of New York-College of Staten Island 2002 — 2008
B.S., Finance
St. Francis College
Bachelor of Science (BS), Finance and Financial Management Services
JPMorgan Chase Bank N.A. November 2011 - Present
Morgan Stanley Smith Barney January 2011 - December 2011
JP Morgan Chase 2008 - 2010
Education
City University of New York-College of Staten Island 2002 — 2008
B.S., Finance
St. Francis College
Bachelor of Science (BS), Finance and Financial Management Services
Stephen Tanwanteng Stephen Tanwanteng's Morgan Stanley Smith Barney Experience July 2009 - August 2009
Job Financial Analyst at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual March 2011 - Present
Morgan Stanley Smith Barney July 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Microsoft Excel, Microsoft Office, Finance, Market Research, Bloomberg
Education
Carnegie Mellon University 2006 — 2010
B.S., Finance
Carnegie Mellon University - Tepper School of Business 2006 — 2010
B.S. business administration, Finance
Northwestern Mutual March 2011 - Present
Morgan Stanley Smith Barney July 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Microsoft Excel, Microsoft Office, Finance, Market Research, Bloomberg
Education
Carnegie Mellon University 2006 — 2010
B.S., Finance
Carnegie Mellon University - Tepper School of Business 2006 — 2010
B.S. business administration, Finance
Tony DeLisi Tony DeLisi's Morgan Stanley Smith Barney Experience May 2010 - July 2011
Job Financial Services Professional
Industry Financial Services
Experience
Financial Services June 2012 - Present
Morgan Stanley Smith Barney May 2010 - July 2011
Novartis December 2008 - February 2010
Cedar St. Garden Center March 1994 - February 2008
XStream Systems, Inc. May 2007 - January 2008
Schering-Plough Animal Health May 1995 - December 2005
Chiron Corp. 1992 - 1995
Abbott Laboratories 1990 - 1992
Pfizer 1982 - 1991
Skills
Strategic Financial..., Key Account Management, Strategic Planning, Customer Service, Business Planning, Market Planning, Sales Operations, Forecasting, Sales, Account Management, Leadership, Management, Marketing, Cold Calling, Negotiation, Program Management, New Business Development, Selling, Marketing Strategy, Project Planning, Retail, Start-ups, Sales Presentations, Finance, Small Business, Cross-functional Team..., Sales Management, Strategy, Inventory Management, Investments, Business Development, Executive Management, Human Resources, Pricing, Team Building, Budgets, CRM, Business Strategy, Financial Analysis, Training, Pharmaceutical Industry, Team Leadership, Pharmaceutical Sales, Public Speaking, Product Launch, Coaching
Education
Cardinal Stritch University 1989 — 1991
M.S., Business Administration
Saint John's University 1976 — 1980
B.S., Business Administration
Benilde-St. Margaret's 1972 — 1976
High School Diploma - College Prep
Financial Services June 2012 - Present
Morgan Stanley Smith Barney May 2010 - July 2011
Novartis December 2008 - February 2010
Cedar St. Garden Center March 1994 - February 2008
XStream Systems, Inc. May 2007 - January 2008
Schering-Plough Animal Health May 1995 - December 2005
Chiron Corp. 1992 - 1995
Abbott Laboratories 1990 - 1992
Pfizer 1982 - 1991
Skills
Strategic Financial..., Key Account Management, Strategic Planning, Customer Service, Business Planning, Market Planning, Sales Operations, Forecasting, Sales, Account Management, Leadership, Management, Marketing, Cold Calling, Negotiation, Program Management, New Business Development, Selling, Marketing Strategy, Project Planning, Retail, Start-ups, Sales Presentations, Finance, Small Business, Cross-functional Team..., Sales Management, Strategy, Inventory Management, Investments, Business Development, Executive Management, Human Resources, Pricing, Team Building, Budgets, CRM, Business Strategy, Financial Analysis, Training, Pharmaceutical Industry, Team Leadership, Pharmaceutical Sales, Public Speaking, Product Launch, Coaching
Education
Cardinal Stritch University 1989 — 1991
M.S., Business Administration
Saint John's University 1976 — 1980
B.S., Business Administration
Benilde-St. Margaret's 1972 — 1976
High School Diploma - College Prep
Brandon D'Amico Brandon D'Amico's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Mutual Fund Administrator II at UMB Fund Services
Industry Accounting
Experience
UMB Fund Services March 2015 - Present
UMB Fund Services May 2012 - March 2015
TK Sealcoating May 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Quickbooks, Microsoft Office
Education
Cardinal Stritch University 2007 — 2011
Bachelor of Arts (B.A.), Accounting
Eastern Illinois University 2006 — 2007
General Studies
UMB Fund Services March 2015 - Present
UMB Fund Services May 2012 - March 2015
TK Sealcoating May 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Quickbooks, Microsoft Office
Education
Cardinal Stritch University 2007 — 2011
Bachelor of Arts (B.A.), Accounting
Eastern Illinois University 2006 — 2007
General Studies
Sophia Perez, MBA's Morgan Stanley Smith Barney Experience June 2006 - December 2007
Job Dynamic Professional
Industry Management Consulting
Experience
East West Bank September 2015 - Present
Toyota Financial Services, via TEKsystems July 2014 - Present
DIRECTV, via Tentek February 2014 - June 2014
Smart Utility Systems October 2013 - December 2013
Union Bank, via Genuent August 2013 - September 2013
Hyundai Capital America, via The RyTE Pros February 2013 - August 2013
REDF May 2012 - February 2013
PricewaterhouseCoopers, via PSR Associates March 2011 - May 2012
Saint Leo University, via Greenwood and Hall December 2007 - February 2011
Morgan Stanley Smith Barney June 2006 - December 2007
Skills
Project Management, Event Planning, Customer Service, Research, Change Management, Administrative..., Microsoft Excel, PowerPoint, Program Management, Microsoft Office, Microsoft Word, Project Planning, Budgets, Recruiting, Time Management, Enthusiasm to learn, Outlook, Resource Management, Operations Management, Office Management, Networking, Building Relationships, Vendor Relationships, Close Attention to..., Personal Development, Spreadsheets, Follow Through, Internal Communications, Team-oriented, Budget Reconciliation, Office Administration, Marketing, Supervisory Skills, Sales, Multi Tasking, Problem Solving, SharePoint, Management, Training, Business Analysis, Leadership, Strategy, Vendor Management
Education
ATD Training Certification
Prosci Change Management Certification 2012 — 2012
University of Phoenix 2005 — 2007
Masters, Business Administration
University of Phoenix 2002 — 2004
Bachelor of Science, Business Management
Cerritos College 1994 — 1997
Associate of Arts, Paralegal Studies
East West Bank September 2015 - Present
Toyota Financial Services, via TEKsystems July 2014 - Present
DIRECTV, via Tentek February 2014 - June 2014
Smart Utility Systems October 2013 - December 2013
Union Bank, via Genuent August 2013 - September 2013
Hyundai Capital America, via The RyTE Pros February 2013 - August 2013
REDF May 2012 - February 2013
PricewaterhouseCoopers, via PSR Associates March 2011 - May 2012
Saint Leo University, via Greenwood and Hall December 2007 - February 2011
Morgan Stanley Smith Barney June 2006 - December 2007
Skills
Project Management, Event Planning, Customer Service, Research, Change Management, Administrative..., Microsoft Excel, PowerPoint, Program Management, Microsoft Office, Microsoft Word, Project Planning, Budgets, Recruiting, Time Management, Enthusiasm to learn, Outlook, Resource Management, Operations Management, Office Management, Networking, Building Relationships, Vendor Relationships, Close Attention to..., Personal Development, Spreadsheets, Follow Through, Internal Communications, Team-oriented, Budget Reconciliation, Office Administration, Marketing, Supervisory Skills, Sales, Multi Tasking, Problem Solving, SharePoint, Management, Training, Business Analysis, Leadership, Strategy, Vendor Management
Education
ATD Training Certification
Prosci Change Management Certification 2012 — 2012
University of Phoenix 2005 — 2007
Masters, Business Administration
University of Phoenix 2002 — 2004
Bachelor of Science, Business Management
Cerritos College 1994 — 1997
Associate of Arts, Paralegal Studies
Benjamin Nguyen Benjamin Nguyen's Morgan Stanley Smith Barney Experience June 2009 - June 2010
Job Mobile UX for Gaming and Currency, UX research
Industry Information Technology and Services
Experience
High 5 Games April 2013 - Present
Forex Company March 2011 - April 2013
Smith Barney June 2010 - February 2011
Morgan Stanley Smith Barney June 2009 - June 2010
Skills
User Experience, Information Architecture, Usability, Usability Testing, Accessibility, User-centered Design, Wireframes, Interaction Design, User Experience Design, Axure, Wire Framing, User Interface Design, User Research, Usability Engineering, User Interface, Card Sorting, Heuristic Evaluation, OmniGraffle, Agile Methodologies, Mobile Applications, User Scenarios
Education
City University of New York
B.S, Information Design, Human Computer Interaction
High 5 Games April 2013 - Present
Forex Company March 2011 - April 2013
Smith Barney June 2010 - February 2011
Morgan Stanley Smith Barney June 2009 - June 2010
Skills
User Experience, Information Architecture, Usability, Usability Testing, Accessibility, User-centered Design, Wireframes, Interaction Design, User Experience Design, Axure, Wire Framing, User Interface Design, User Research, Usability Engineering, User Interface, Card Sorting, Heuristic Evaluation, OmniGraffle, Agile Methodologies, Mobile Applications, User Scenarios
Education
City University of New York
B.S, Information Design, Human Computer Interaction
Joshua Lusk Joshua Lusk's Morgan Stanley Smith Barney Experience May 2007 - September 2007
Job Associate Attorney at BakerHostetler
Industry Law Practice
Experience
Baker & Hostetler LLP July 2015 - Present
Hahn Loeser & Parks LLP January 2013 - July 2015
Deloitte October 2012 - December 2012
Milton A. Kramer Law Clinic Center August 2011 - May 2012
Chicago Title Insurance Company May 2011 - September 2011
Office of Chief Counsel for the IRS January 2011 - May 2011
Morgan Stanley Smith Barney May 2007 - September 2007
Education
Case Western Reserve University School of Law 2009 — 2012
Juris Doctor, Law, Cum Laude
Palm Beach Atlantic University 2006 — 2009
B.S., Accounting, Cum Laude
Baker & Hostetler LLP July 2015 - Present
Hahn Loeser & Parks LLP January 2013 - July 2015
Deloitte October 2012 - December 2012
Milton A. Kramer Law Clinic Center August 2011 - May 2012
Chicago Title Insurance Company May 2011 - September 2011
Office of Chief Counsel for the IRS January 2011 - May 2011
Morgan Stanley Smith Barney May 2007 - September 2007
Education
Case Western Reserve University School of Law 2009 — 2012
Juris Doctor, Law, Cum Laude
Palm Beach Atlantic University 2006 — 2009
B.S., Accounting, Cum Laude
Celia Gorbatovsky Celia Gorbatovsky's Morgan Stanley Smith Barney Experience January 2012 - October 2012
Job Client Relationship Manager
Industry Financial Services
Experience
Merrill Lynch September 2013 - Present
Morgan Stanley Wealth Management October 2012 - September 2013
Morgan Stanley Smith Barney January 2012 - October 2012
Morgan Stanley May 2011 - January 2012
UBS 2006 - 2011
Skills
Series 7, Series 66, Series 63, Wealth Management, Series 9, Series 10, Series 3
Education
Brooklyn College 2002 — 2004
BS, Bus Mgmt & Finance
Merrill Lynch September 2013 - Present
Morgan Stanley Wealth Management October 2012 - September 2013
Morgan Stanley Smith Barney January 2012 - October 2012
Morgan Stanley May 2011 - January 2012
UBS 2006 - 2011
Skills
Series 7, Series 66, Series 63, Wealth Management, Series 9, Series 10, Series 3
Education
Brooklyn College 2002 — 2004
BS, Bus Mgmt & Finance
Anusha Yerram Anusha Yerram's Morgan Stanley Smith Barney Experience September 2011 - April 2013
Job Software Development Engineer II at Lab126
Industry Computer Software
Experience
Lab126 May 2013 - Present
Morgan Stanley Smith Barney September 2011 - April 2013
Dow Jones July 2010 - September 2011
GNC June 2009 - August 2009
Genpact Technologies, India December 2007 - April 2008
Skills
Servlets, JSP, Eclipse, Java, Oracle, SQL, C, Unix, Microsoft SQL Server, Linux, Databases, Android Development, Git, IntelliJ IDEA, Android
Education
Carnegie Mellon University 2008 — 2010
Master of Science, Information Networking
Jawaharlal Nehru Technological University 2004 — 2008
Bachelor of Engineering, Information Technology
Lab126 May 2013 - Present
Morgan Stanley Smith Barney September 2011 - April 2013
Dow Jones July 2010 - September 2011
GNC June 2009 - August 2009
Genpact Technologies, India December 2007 - April 2008
Skills
Servlets, JSP, Eclipse, Java, Oracle, SQL, C, Unix, Microsoft SQL Server, Linux, Databases, Android Development, Git, IntelliJ IDEA, Android
Education
Carnegie Mellon University 2008 — 2010
Master of Science, Information Networking
Jawaharlal Nehru Technological University 2004 — 2008
Bachelor of Engineering, Information Technology
Alana Long's Morgan Stanley Smith Barney Experience February 2012 - July 2012
Job Commercial Insurance Broker at IQ Risk Insurance Services, LLC
Industry Information Technology and Services
Experience
IQ Risk Insurance Services, LLC October 2014 - Present
The Misty May Treanor Sports Center July 2014 - Present
NetServe Systems, Inc October 2014 - March 2015
ShopperIncite July 2012 - September 2014
Tustin Volleyball Club October 2008 - July 2014
DGWB June 2012 - August 2012
Morgan Stanley Smith Barney February 2012 - July 2012
ShopperIncite June 2011 - July 2012
Skills
Talent Acquisition, Technical Recruiting, Recruiting, Social Media Marketing, Marketing, Blogging, Event Planning, Public Relations, Public Speaking, SEO, Facebook, Community Outreach, Marketing Strategy, Social Networking, Research, Sales, Online Marketing, Google Analytics, Leadership, Copywriting, Social Media, PowerPoint, Marketing Communications, Market Research, Marketing Research, Microsoft Excel, Time Management, Excel, Financial Analysis, Google Adwords, Coaching, Insurance, Networking
Education
Chapman University, The George L. Argyros School of Business and Economics 2008 — 2012
Business Administration Major, Marketing Emphasis, Public Relations Minor
IQ Risk Insurance Services, LLC October 2014 - Present
The Misty May Treanor Sports Center July 2014 - Present
NetServe Systems, Inc October 2014 - March 2015
ShopperIncite July 2012 - September 2014
Tustin Volleyball Club October 2008 - July 2014
DGWB June 2012 - August 2012
Morgan Stanley Smith Barney February 2012 - July 2012
ShopperIncite June 2011 - July 2012
Skills
Talent Acquisition, Technical Recruiting, Recruiting, Social Media Marketing, Marketing, Blogging, Event Planning, Public Relations, Public Speaking, SEO, Facebook, Community Outreach, Marketing Strategy, Social Networking, Research, Sales, Online Marketing, Google Analytics, Leadership, Copywriting, Social Media, PowerPoint, Marketing Communications, Market Research, Marketing Research, Microsoft Excel, Time Management, Excel, Financial Analysis, Google Adwords, Coaching, Insurance, Networking
Education
Chapman University, The George L. Argyros School of Business and Economics 2008 — 2012
Business Administration Major, Marketing Emphasis, Public Relations Minor
Aaron Gibbs Aaron Gibbs's Morgan Stanley Smith Barney Experience September 2009 - January 2010
Job Founder & CEO of Double A Hit Music LLC
Industry Music
Experience
Christian Cultural Center November 2014 - Present
Christian Cultural Center 2004 - Present
Shyp September 2014 - March 2015
Morgan Stanley Smith Barney September 2009 - January 2010
Queens District Attorney's Office June 2007 - August 2007
Law Office of Camille Allen June 2006 - August 2006
Skills
Musician, Music Production, Studio Recording, Audio Engineering, Typing 50-60 wpm, Clerical Skills, Data Entry, Pro Tools, Recording, Audio Mixing, Audio Post Production, Logic Pro, Composition, Audio Editing, Composing, Drums, Music Technology, Songs, Songwriting, Entertainment, Vocal, Music Industry, Music Theory, Rock, Original Music, Classical, Music, Sound
Education
City University of New York City College 2010 — 2014
Bachelor of Fine Arts (B.F.A.), Sonic Arts
Queensborough Community College 2006 — 2009
A.A.S., Music Electronic Technology
Christian Cultural Center November 2014 - Present
Christian Cultural Center 2004 - Present
Shyp September 2014 - March 2015
Morgan Stanley Smith Barney September 2009 - January 2010
Queens District Attorney's Office June 2007 - August 2007
Law Office of Camille Allen June 2006 - August 2006
Skills
Musician, Music Production, Studio Recording, Audio Engineering, Typing 50-60 wpm, Clerical Skills, Data Entry, Pro Tools, Recording, Audio Mixing, Audio Post Production, Logic Pro, Composition, Audio Editing, Composing, Drums, Music Technology, Songs, Songwriting, Entertainment, Vocal, Music Industry, Music Theory, Rock, Original Music, Classical, Music, Sound
Education
City University of New York City College 2010 — 2014
Bachelor of Fine Arts (B.F.A.), Sonic Arts
Queensborough Community College 2006 — 2009
A.A.S., Music Electronic Technology
Sandy Corbari Sandy Corbari's Morgan Stanley Smith Barney Experience August 1993 - January 2010
Job Senior Registered Sales Associate at D.A. Davidson Companies
Industry Financial Services
Experience
D.A. Davidson Companies October 2014 - Present
RBC Capital Markets January 2010 - October 2014
Morgan Stanley Smith Barney August 1993 - January 2010
Morgan Stanley August 1993 - January 2010
Skills
Customer Service, Team Building, Bloomberg, Financial Services, Equities, Mutual Funds, Securities, Investments, FINRA, Series 7, Financial Markets, Equity Trading
Education
Central Oregon Community College 1982 — 1984
Business Administration and Management, General
D.A. Davidson Companies October 2014 - Present
RBC Capital Markets January 2010 - October 2014
Morgan Stanley Smith Barney August 1993 - January 2010
Morgan Stanley August 1993 - January 2010
Skills
Customer Service, Team Building, Bloomberg, Financial Services, Equities, Mutual Funds, Securities, Investments, FINRA, Series 7, Financial Markets, Equity Trading
Education
Central Oregon Community College 1982 — 1984
Business Administration and Management, General
Shlomo Friedman Shlomo Friedman's Morgan Stanley Smith Barney Experience September 2010 - Present
Job Vice President, QA, Morgan Stanley
Industry Banking
Experience
Morgan Stanley Smith Barney September 2010 - Present
Columbia University 2010 - 2013
Goldman Sachs March 2006 - August 2010
Citi Group October 2000 - March 2006
Skills
QTP, Testing, Quality Assurance, SDLC, C++, Quality Center, Business Analysis, Trading Systems, Perl, Agile Methodologies, Selenium, Software Project..., Research, Windows, Integration, Web Services, SQL, Java, Performance Testing, Unix, Requirements Analysis, Databases, XML, Regression Testing, Test Automation, Software Development, Software Quality..., Shell Scripting, Test Planning, Requirements Gathering, Management, Vendor Management, Project Management
Education
Columbia University - Graduate School of Journalism 2010 — 2012
M.S., Journalism
City University of New York-Brooklyn College 2002 — 2007
M.S., Political Science
City University of New York-Brooklyn College
M.S., Information Systems
Morgan Stanley Smith Barney September 2010 - Present
Columbia University 2010 - 2013
Goldman Sachs March 2006 - August 2010
Citi Group October 2000 - March 2006
Skills
QTP, Testing, Quality Assurance, SDLC, C++, Quality Center, Business Analysis, Trading Systems, Perl, Agile Methodologies, Selenium, Software Project..., Research, Windows, Integration, Web Services, SQL, Java, Performance Testing, Unix, Requirements Analysis, Databases, XML, Regression Testing, Test Automation, Software Development, Software Quality..., Shell Scripting, Test Planning, Requirements Gathering, Management, Vendor Management, Project Management
Education
Columbia University - Graduate School of Journalism 2010 — 2012
M.S., Journalism
City University of New York-Brooklyn College 2002 — 2007
M.S., Political Science
City University of New York-Brooklyn College
M.S., Information Systems
Camille Hutchinson, MBA Camille Hutchinson, MBA's Morgan Stanley Smith Barney Experience March 2005 - March 2009
Job Corporate Communications Manager at Lincoln Financial Group
Industry Marketing and Advertising
Experience
Lincoln Financial Group June 2015 - Present
GE Water and Process Technologies January 2012 - Present
Huntington National Bank May 2010 - January 2012
Cardinal Health March 2009 - May 2010
Morgan Stanley Smith Barney March 2005 - March 2009
Skills
Marketing Communications, Internal Communications, Media Relations, Social Media, Management, Strategic Communications, Adobe Creative Suite, Brand Management, Cision, Web Content Management, SAP, Webinars, Email Marketing, Events Coordination, Marketo
Education
Ohio Dominican University 2005 — 2007
MBA, Business Administration
University of London 2003 — 2004
International Business
Capital University 2000 — 2004
BA, Communications
Lincoln Financial Group June 2015 - Present
GE Water and Process Technologies January 2012 - Present
Huntington National Bank May 2010 - January 2012
Cardinal Health March 2009 - May 2010
Morgan Stanley Smith Barney March 2005 - March 2009
Skills
Marketing Communications, Internal Communications, Media Relations, Social Media, Management, Strategic Communications, Adobe Creative Suite, Brand Management, Cision, Web Content Management, SAP, Webinars, Email Marketing, Events Coordination, Marketo
Education
Ohio Dominican University 2005 — 2007
MBA, Business Administration
University of London 2003 — 2004
International Business
Capital University 2000 — 2004
BA, Communications
Ira Gewirtz Ira Gewirtz's Morgan Stanley Smith Barney Experience April 2005 - November 2007
Job Vice President, Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2007 - Present
Morgan Stanley Smith Barney April 2005 - November 2007
Bear Stearns 1981 - 2004
The Miller-Wohl Company September 1975 - April 1981
Price Waterhouse Coopers June 1974 - June 1975
Skills
Series 7, Investments, Series 63, Series 65, Health Insurance, Long-term Care, Asset Managment, Fixed Income, Life Insurance, Asset Management, Mutual Funds, Asset Allocation, Securities, Retirement, Options, Finance, Financial Services, Strategic Financial..., FINRA, Equities, Financial Planning
Education
Brooklyn College 1970 — 1974
Bachelor's degree, Accounting and Finance
NYU 2004 — 2005
Financial Planning and Services
Merrill Lynch November 2007 - Present
Morgan Stanley Smith Barney April 2005 - November 2007
Bear Stearns 1981 - 2004
The Miller-Wohl Company September 1975 - April 1981
Price Waterhouse Coopers June 1974 - June 1975
Skills
Series 7, Investments, Series 63, Series 65, Health Insurance, Long-term Care, Asset Managment, Fixed Income, Life Insurance, Asset Management, Mutual Funds, Asset Allocation, Securities, Retirement, Options, Finance, Financial Services, Strategic Financial..., FINRA, Equities, Financial Planning
Education
Brooklyn College 1970 — 1974
Bachelor's degree, Accounting and Finance
NYU 2004 — 2005
Financial Planning and Services
Bruce Lewitas Bruce Lewitas's Morgan Stanley Smith Barney Experience July 2006 - Present
Job Litigation UnitHead Financial Services
Industry Legal Services
Experience
Morgan Stanley Smith Barney July 2006 - Present
Lewitas & Associates, PC January 2000 - July 2006
EVEREN Securities, Inc. February 1997 - December 1999
US Securities and Exchange Commission August 1991 - February 1997
Skills
Litigation Management, Securities Litigation, Litigation, Commercial Litigation, Corporate Governance, Securities, Securities Regulation, Corporate Law, FINRA, Capital Markets, Civil Litigation, Due Diligence, Legal Research, Legal Writing
Education
University of Chicago GSB 2003 — 2006
MBA, Finance, Accounting
Chicago-Kent College of Law, Illinois Institute of Technology 1988 — 1991
JD, Law
Michigan State University 1983 — 1988
B.A., Advertising
Morgan Stanley Smith Barney July 2006 - Present
Lewitas & Associates, PC January 2000 - July 2006
EVEREN Securities, Inc. February 1997 - December 1999
US Securities and Exchange Commission August 1991 - February 1997
Skills
Litigation Management, Securities Litigation, Litigation, Commercial Litigation, Corporate Governance, Securities, Securities Regulation, Corporate Law, FINRA, Capital Markets, Civil Litigation, Due Diligence, Legal Research, Legal Writing
Education
University of Chicago GSB 2003 — 2006
MBA, Finance, Accounting
Chicago-Kent College of Law, Illinois Institute of Technology 1988 — 1991
JD, Law
Michigan State University 1983 — 1988
B.A., Advertising
Chris Binting Chris Binting's Morgan Stanley Smith Barney Experience May 2011 - June 2012
Job Consultant, Corporate Compliance at Nationwide Financial
Industry Insurance
Experience
Nationwide Financial June 2012 - Present
Greater Columbus Swim Team April 2011 - Present
Morgan Stanley Smith Barney May 2011 - June 2012
The Huntington Investment Company March 2010 - May 2011
Chase Investment Services Corp. March 2009 - March 2010
Morgan Stanley May 2005 - February 2009
Education
Capital University - School of Management 2006 — 2008
MBA, Business Administration
The Ohio State University 1998 — 2004
BS, Family Financial Management
Nationwide Financial June 2012 - Present
Greater Columbus Swim Team April 2011 - Present
Morgan Stanley Smith Barney May 2011 - June 2012
The Huntington Investment Company March 2010 - May 2011
Chase Investment Services Corp. March 2009 - March 2010
Morgan Stanley May 2005 - February 2009
Education
Capital University - School of Management 2006 — 2008
MBA, Business Administration
The Ohio State University 1998 — 2004
BS, Family Financial Management
Shane Keller's Morgan Stanley Smith Barney Experience January 2010 - November 2011
Job Reporting Analyst and Project Mgmt Consultant
Industry Information Technology and Services
Experience
Microsoft IPG with 425 Consulting Group October 2013 - Present
Amazon December 2012 - October 2013
Microsoft May 2012 - December 2012
Morgan Stanley Smith Barney January 2010 - November 2011
UBS Financial Services January 2009 - March 2009
Microsoft June 2008 - September 2008
Skills
Finance, Disability Insurance, Series 7, Term Life Insurance, Uniform Combined State..., Business Analysis, Financial Analysis, Strategic Financial..., Financial Reporting, Series 66, Microsoft Office, Microsoft Excel, Social Media, Leadership, Management, Customer Service, Microsoft SQL Server, SQL Server Management..., SQL, Report Development, Report Writing, Reporting & Analysis, Anaqua, Lecorpio, Memotech, Thompson One, Photoshop, Adobe Creative Suite, SharePoint Server, PowerBI, PowerPivot, PowerQuery, PowerView, MS Excel Pivot Tables, Excel Dashboards, Excel Pivot, Report Builder 3.0, Project Portfolio..., SaaS, Project Management, Project Planning, Project Delivery, Business Process..., Project Coordination, Product Development, Product Management, Product Design, Bloomberg, Bloomberg Terminal
Education
University of Washington Michael G. Foster School of Business 2006 — 2010
B.A., Finance
Cascadia Community College 2005 — 2006
Running Start, Accounting and Business/Management
Eastlake High School 2003 — 2005
High School Diploma
Microsoft IPG with 425 Consulting Group October 2013 - Present
Amazon December 2012 - October 2013
Microsoft May 2012 - December 2012
Morgan Stanley Smith Barney January 2010 - November 2011
UBS Financial Services January 2009 - March 2009
Microsoft June 2008 - September 2008
Skills
Finance, Disability Insurance, Series 7, Term Life Insurance, Uniform Combined State..., Business Analysis, Financial Analysis, Strategic Financial..., Financial Reporting, Series 66, Microsoft Office, Microsoft Excel, Social Media, Leadership, Management, Customer Service, Microsoft SQL Server, SQL Server Management..., SQL, Report Development, Report Writing, Reporting & Analysis, Anaqua, Lecorpio, Memotech, Thompson One, Photoshop, Adobe Creative Suite, SharePoint Server, PowerBI, PowerPivot, PowerQuery, PowerView, MS Excel Pivot Tables, Excel Dashboards, Excel Pivot, Report Builder 3.0, Project Portfolio..., SaaS, Project Management, Project Planning, Project Delivery, Business Process..., Project Coordination, Product Development, Product Management, Product Design, Bloomberg, Bloomberg Terminal
Education
University of Washington Michael G. Foster School of Business 2006 — 2010
B.A., Finance
Cascadia Community College 2005 — 2006
Running Start, Accounting and Business/Management
Eastlake High School 2003 — 2005
High School Diploma
Julie Tufte Julie Tufte's Morgan Stanley Smith Barney Experience April 2008 - April 2010
Job Intuitive Wellness Coach
Industry Health, Wellness and Fitness
Experience
Camden Property Trust June 2014 - Present
Swirly Girl Solutions August 2009 - Present
Morgan Stanley Smith Barney April 2008 - April 2010
Camden Property Trust 2005 - 2007
Chamness Relocation 2002 - 2003
Pacific Event Productions February 2001 - March 2002
Skills
Reflexology, Life Coaching, Healing, Wellness, Team Building, Psychic Readings, Event Planning, Reiki, Social Media Marketing, Hypnotherapy, Therapists, Customer Service, Public Speaking, Marketing
Education
Southwest Institute of Healing Arts 2009 — 2010
Diploma, Mind-Body Wellness Practitioner
American University in Paris 2004 — 2004
La Sorbonne 2004 — 2004
College International 2003 — 2003
Chapman University
Bachelor of Arts, Business Communications
Paso Robles High School 1986 — 1990
Diploma
Camden Property Trust June 2014 - Present
Swirly Girl Solutions August 2009 - Present
Morgan Stanley Smith Barney April 2008 - April 2010
Camden Property Trust 2005 - 2007
Chamness Relocation 2002 - 2003
Pacific Event Productions February 2001 - March 2002
Skills
Reflexology, Life Coaching, Healing, Wellness, Team Building, Psychic Readings, Event Planning, Reiki, Social Media Marketing, Hypnotherapy, Therapists, Customer Service, Public Speaking, Marketing
Education
Southwest Institute of Healing Arts 2009 — 2010
Diploma, Mind-Body Wellness Practitioner
American University in Paris 2004 — 2004
La Sorbonne 2004 — 2004
College International 2003 — 2003
Chapman University
Bachelor of Arts, Business Communications
Paso Robles High School 1986 — 1990
Diploma
Jeffrey Sharp Jeffrey Sharp's Morgan Stanley Smith Barney Experience October 2010 - October 2011
Job Western US Regional Sales Manager at Bekaert
Industry Mining & Metals
Experience
Bekaert November 2014 - Present
The Heico Wire Group April 2013 - November 2014
The Heico Wire Group November 2011 - April 2013
Morgan Stanley Smith Barney October 2010 - October 2011
Skills
Sales, New Business Development, Marketing Strategy, Customer Service, Salesforce.com, Sales Management, Direct Sales, Stainless Steel, Carbon Steel, Manufacturing, Market Research, Contract Negotiation, Contract Management, Market Intelligence, Industrial Markets, Financial Analysis, Competitive Analysis, Investments, Pricing, Logistics, Leadership, Product Development, Team Building, Demand Forecasting, Strategic Planning, Procurement
Education
Central Washington University 2007 — 2010
B.S
Bekaert November 2014 - Present
The Heico Wire Group April 2013 - November 2014
The Heico Wire Group November 2011 - April 2013
Morgan Stanley Smith Barney October 2010 - October 2011
Skills
Sales, New Business Development, Marketing Strategy, Customer Service, Salesforce.com, Sales Management, Direct Sales, Stainless Steel, Carbon Steel, Manufacturing, Market Research, Contract Negotiation, Contract Management, Market Intelligence, Industrial Markets, Financial Analysis, Competitive Analysis, Investments, Pricing, Logistics, Leadership, Product Development, Team Building, Demand Forecasting, Strategic Planning, Procurement
Education
Central Washington University 2007 — 2010
B.S
John Paul Mollica's Morgan Stanley Smith Barney Experience January 2003 - April 2008
Job Wealth Management Financial Advisor
Industry Financial Services
Experience
Merrill Lynch October 2012 - Present
Bucktailboys.com January 2012 - Present
LPL Financial April 2008 - October 2012
Morgan Stanley Smith Barney January 2003 - April 2008
Skills
Retirement Planning, Income Planning, 401k Plans, 401k Rollovers, IRA's, College Savings Plans, Wealth Transfer Planning, Estate Planning, Long Term Care, NYS Partnership Long..., Life Insurance, Disability Insurance, IRAs, 401k, Finance, Wealth, Series 7, Series 63, Long-term Care, Retirement, Financial Goals, Series 65, Wealth Management, Mutual Funds, Financial Advisory, Investment Advisory, Fixed Annuities, Investment Strategies, Securities, Wealth Accumulation
Education
Dutchess Community College 1999 — 2001
Associates of Science Degree, Criminal Justice
City University of New York-College of Staten Island
History
Merrill Lynch October 2012 - Present
Bucktailboys.com January 2012 - Present
LPL Financial April 2008 - October 2012
Morgan Stanley Smith Barney January 2003 - April 2008
Skills
Retirement Planning, Income Planning, 401k Plans, 401k Rollovers, IRA's, College Savings Plans, Wealth Transfer Planning, Estate Planning, Long Term Care, NYS Partnership Long..., Life Insurance, Disability Insurance, IRAs, 401k, Finance, Wealth, Series 7, Series 63, Long-term Care, Retirement, Financial Goals, Series 65, Wealth Management, Mutual Funds, Financial Advisory, Investment Advisory, Fixed Annuities, Investment Strategies, Securities, Wealth Accumulation
Education
Dutchess Community College 1999 — 2001
Associates of Science Degree, Criminal Justice
City University of New York-College of Staten Island
History
Nicolas Valdes-Fauli Nicolas Valdes-Fauli's Morgan Stanley Smith Barney Experience July 2002 - June 2010
Job CERTIFIED FINANCIAL PLANNER™, at Main Street Financial Solutions, LLC
Industry Financial Services
Experience
Main Street Financial Solutions, LLC June 2010 - Present
Morgan Stanley Smith Barney July 2002 - June 2010
Skills
Wealth Management, Securities, Hedge Funds, Investments, Wealth Management..., Strategic Financial..., Finance, Financial Advisory, Financial Services, Alternative Investments, Insurance, Series 7, Retirement Planning, Equities, Investment Advisory, Small Business, Retirement, Asset Allocation, Asset Management, Investment Strategies, Series 63, Uniform Combined State..., Mutual Funds, 401k, ETFs, Estate Planning
Education
Wesleyan University 1998 — 2002
International Relations
Choate Rosemary Hall 1995 — 1998
Main Street Financial Solutions, LLC June 2010 - Present
Morgan Stanley Smith Barney July 2002 - June 2010
Skills
Wealth Management, Securities, Hedge Funds, Investments, Wealth Management..., Strategic Financial..., Finance, Financial Advisory, Financial Services, Alternative Investments, Insurance, Series 7, Retirement Planning, Equities, Investment Advisory, Small Business, Retirement, Asset Allocation, Asset Management, Investment Strategies, Series 63, Uniform Combined State..., Mutual Funds, 401k, ETFs, Estate Planning
Education
Wesleyan University 1998 — 2002
International Relations
Choate Rosemary Hall 1995 — 1998
Maria Theresa Reyes Maria Theresa Reyes's Morgan Stanley Smith Barney Experience August 2000 - May 2010
Job Financial Professional
Industry Financial Services
Experience
Morgan Stanley Smith Barney August 2000 - May 2010
Summit Bank October 1996 - August 2000
Escuadro Accountancy Corporation January 1988 - December 1990
Education
Centro Escolar University 1976 — 1980
Bachelor of Science in Commerce, Major in Accounting
Morgan Stanley Smith Barney August 2000 - May 2010
Summit Bank October 1996 - August 2000
Escuadro Accountancy Corporation January 1988 - December 1990
Education
Centro Escolar University 1976 — 1980
Bachelor of Science in Commerce, Major in Accounting
Paul A. Toby Paul A. Toby's Morgan Stanley Smith Barney Experience January 1994 - February 2009
Job Senior Vice President
Industry Financial Services
Experience
UBS Financial Services Inc. February 2009 - Present
Morgan Stanley Smith Barney January 1994 - February 2009
Education
Central Michigan University
Finance and Marketing
UBS Financial Services Inc. February 2009 - Present
Morgan Stanley Smith Barney January 1994 - February 2009
Education
Central Michigan University
Finance and Marketing
Sharon Sadler Sharon Sadler's Morgan Stanley Smith Barney Experience 1998 - 2005
Job The University of Vermont College of Medicine
Industry Hospital & Health Care
Experience
Thornton Investment Management March 2014 - July 2014
Fleischer Jacobs Group August 2008 - March 2014
UBS 2005 - 2008
Morgan Stanley Smith Barney 1998 - 2005
Saint Michael's College 1989 - 1998
Skills
Public Speaking, Portfolio Management, Insurance, Strategic Financial..., Employee Benefits, Mutual Funds, Retirement, Banking, Customer Service, Microsoft Office, Investments, Analysis, Finance
Education
Saint Michael's College
Business Administration and Management, General
Champlain College 1985 — 1986
Associate's Degree, Accounting
Champlain College 1983 — 1985
Associate's Degree, Business Administration and Management, General
Thornton Investment Management March 2014 - July 2014
Fleischer Jacobs Group August 2008 - March 2014
UBS 2005 - 2008
Morgan Stanley Smith Barney 1998 - 2005
Saint Michael's College 1989 - 1998
Skills
Public Speaking, Portfolio Management, Insurance, Strategic Financial..., Employee Benefits, Mutual Funds, Retirement, Banking, Customer Service, Microsoft Office, Investments, Analysis, Finance
Education
Saint Michael's College
Business Administration and Management, General
Champlain College 1985 — 1986
Associate's Degree, Accounting
Champlain College 1983 — 1985
Associate's Degree, Business Administration and Management, General
Benjamin Loveman's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Analyst at Rockefeller & Co.
Industry Financial Services
Experience
Rockefeller & Co., Inc. August 2013 - Present
One William Street Capital June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Jefferies & Company June 2009 - August 2010
Skills
Excel, PowerPoint, Economics, Microsoft Excel, Financial Analysis, Microsoft Word, Data Analysis, Valuation, Research
Education
Wake Forest University 2009 — 2013
BA, Economics
Wake Forest University Summer Management Program 2011 — 2011
Bachelor of Arts (BA), Economics
Choate Rosemary Hall 2005 — 2009
Rockefeller & Co., Inc. August 2013 - Present
One William Street Capital June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Jefferies & Company June 2009 - August 2010
Skills
Excel, PowerPoint, Economics, Microsoft Excel, Financial Analysis, Microsoft Word, Data Analysis, Valuation, Research
Education
Wake Forest University 2009 — 2013
BA, Economics
Wake Forest University Summer Management Program 2011 — 2011
Bachelor of Arts (BA), Economics
Choate Rosemary Hall 2005 — 2009
Christopher Ferrante's Morgan Stanley Smith Barney Experience 2007 - 2007
Job Account Manager at Gartner
Industry Information Technology and Services
Experience
Gartner 2013 - Present
Young & Rubicam 2010 - 2013
Mullen 2010 - 2010
Cambridge Seven Associates, Inc. 2008 - 2008
Morgan Stanley Smith Barney 2007 - 2007
Skills
Advertising, Strategy, Integrated Marketing, Interactive Marketing, Brand Management, Data Analysis, Research, Digital Marketing, Copywriting, Marketing Strategy, Sales, User Experience, Social Media Marketing, Graphic Design, Management, Media Buying, Editing, Television, Team Building, Radio, Social Media
Education
Wake Forest University
B.A., Psychology & Economics
City University (GB)
Psychology & Economics
Buckingham Browne & Nichols School
Gartner 2013 - Present
Young & Rubicam 2010 - 2013
Mullen 2010 - 2010
Cambridge Seven Associates, Inc. 2008 - 2008
Morgan Stanley Smith Barney 2007 - 2007
Skills
Advertising, Strategy, Integrated Marketing, Interactive Marketing, Brand Management, Data Analysis, Research, Digital Marketing, Copywriting, Marketing Strategy, Sales, User Experience, Social Media Marketing, Graphic Design, Management, Media Buying, Editing, Television, Team Building, Radio, Social Media
Education
Wake Forest University
B.A., Psychology & Economics
City University (GB)
Psychology & Economics
Buckingham Browne & Nichols School
Matt Berardi Matt Berardi's Morgan Stanley Smith Barney Experience May 2006 - September 2010
Job Implementation Engineer
Industry Information Technology and Services
Experience
EMC June 2011 - Present
Morgan Stanley Smith Barney May 2006 - September 2010
Waste Management, Inc. May 2005 - May 2006
Newmark October 2003 - November 2004
Plainville Schools September 1996 - June 2001
Skills
SQL, Vendor Management, PHP, Integration, CSS, Java, JSP, Microsoft Excel, Agile Methodologies, Databases, Microsoft SQL Server, Customer Experience, HTML, Cloud Computing
Education
Central Connecticut State University 1999 — 2005
Bachelors of Science, Finance
New Jersey Institute of Technology
Masters, Computer Science
EMC June 2011 - Present
Morgan Stanley Smith Barney May 2006 - September 2010
Waste Management, Inc. May 2005 - May 2006
Newmark October 2003 - November 2004
Plainville Schools September 1996 - June 2001
Skills
SQL, Vendor Management, PHP, Integration, CSS, Java, JSP, Microsoft Excel, Agile Methodologies, Databases, Microsoft SQL Server, Customer Experience, HTML, Cloud Computing
Education
Central Connecticut State University 1999 — 2005
Bachelors of Science, Finance
New Jersey Institute of Technology
Masters, Computer Science
Felicia Kapsas's Morgan Stanley Smith Barney Experience March 2007 - November 2010
Job Client Associate at Forbes Family Trust
Industry Financial Services
Experience
Forbes Family Trust LLC December 2011 - Present
LGL Partners December 2010 - Present
Morgan Stanley Smith Barney March 2007 - November 2010
Smith Barney 2006 - 2008
National Life of Vermont 1999 - 2004
Skills
Series 7, Alternative Investments, Wealth Management, Series 63, Investments, Equities
Education
Kean University
Business Management
Centenary College
Associate of Arts, Liberal Arts
Lenape Valley Regional H.S. 1990 — 1994
Forbes Family Trust LLC December 2011 - Present
LGL Partners December 2010 - Present
Morgan Stanley Smith Barney March 2007 - November 2010
Smith Barney 2006 - 2008
National Life of Vermont 1999 - 2004
Skills
Series 7, Alternative Investments, Wealth Management, Series 63, Investments, Equities
Education
Kean University
Business Management
Centenary College
Associate of Arts, Liberal Arts
Lenape Valley Regional H.S. 1990 — 1994
Regina Taylor's Morgan Stanley Smith Barney Experience 2008 - 2010
Job Professional Services Executive focused on helping financial services clients make better decisions, faster
Industry Information Technology and Services
Experience
Conclusive Analytics 2013 - Present
Allen Tate 2010 - 2013
Morgan Stanley Smith Barney 2008 - 2010
Morgan Stanley Smith Barney 2008 - 2009
Wachovia 1993 - 2008
Wachovia Securities 1993 - 2008
Skills
CRM, Strategic Planning, Financial Services, Project Management, Executive Management, Account Management, Vendor Management, Management, Leadership, Training, Strategy, Salesforce.com, Finance, Sales, Business Analysis, Team Building, Business Planning, Business Strategy, Human Resources, Recruiting, New Business Development, Analysis, Employee Benefits, Call Center, Sales Operations, Forecasting, Operations Management, Customer Satisfaction, Business Development, Process Improvement, Call Centers, Risk Management, Banking, Selling, Contract Negotiation, Team Leadership, Sales Management, Strategic Partnerships, Product Management, Cross-functional Team..., Outsourcing, Relationship Management, Program Management, SaaS, Business Process..., Sales Process, Lead Generation, Insurance, Direct Sales, Competitive Analysis
Education
Central Piedmont Community College 1992 — 1994
Providence 1989 — 1992
Conclusive Analytics 2013 - Present
Allen Tate 2010 - 2013
Morgan Stanley Smith Barney 2008 - 2010
Morgan Stanley Smith Barney 2008 - 2009
Wachovia 1993 - 2008
Wachovia Securities 1993 - 2008
Skills
CRM, Strategic Planning, Financial Services, Project Management, Executive Management, Account Management, Vendor Management, Management, Leadership, Training, Strategy, Salesforce.com, Finance, Sales, Business Analysis, Team Building, Business Planning, Business Strategy, Human Resources, Recruiting, New Business Development, Analysis, Employee Benefits, Call Center, Sales Operations, Forecasting, Operations Management, Customer Satisfaction, Business Development, Process Improvement, Call Centers, Risk Management, Banking, Selling, Contract Negotiation, Team Leadership, Sales Management, Strategic Partnerships, Product Management, Cross-functional Team..., Outsourcing, Relationship Management, Program Management, SaaS, Business Process..., Sales Process, Lead Generation, Insurance, Direct Sales, Competitive Analysis
Education
Central Piedmont Community College 1992 — 1994
Providence 1989 — 1992
Keller Nicolas Keller Nicolas's Morgan Stanley Smith Barney Experience January 2007 - January 2011
Job Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2011 - Present
Morgan Stanley Smith Barney January 2007 - January 2011
Smith Barney January 2004 - January 2007
Smith Barney January 2001 - January 2004
Salomon Smith Barney January 1999 - January 2001
Smith Barney May 1998 - January 1999
West Publishing Company 1990 - 1997
Gibson, Dunn & Crutcher LLP 1988 - 1990
Skills
Asset Allocation, Mutual Funds, Wealth Management, Asset Management, Leadership, Project Management, Microsoft Office, Process Improvement, Financial Modeling, Finance, Business Analysis
Education
Chubb Computer Services' Corporate Training Division 1997 — 1997
Certificate of Achievement - MVS TOP GUN
Yale Law School 1985 — 1988
Doctor of Law (JD), Law
City University of New York City College 1977 — 1981
Bachelor of Science (BS), Biology, General
Morgan Stanley Wealth Management January 2011 - Present
Morgan Stanley Smith Barney January 2007 - January 2011
Smith Barney January 2004 - January 2007
Smith Barney January 2001 - January 2004
Salomon Smith Barney January 1999 - January 2001
Smith Barney May 1998 - January 1999
West Publishing Company 1990 - 1997
Gibson, Dunn & Crutcher LLP 1988 - 1990
Skills
Asset Allocation, Mutual Funds, Wealth Management, Asset Management, Leadership, Project Management, Microsoft Office, Process Improvement, Financial Modeling, Finance, Business Analysis
Education
Chubb Computer Services' Corporate Training Division 1997 — 1997
Certificate of Achievement - MVS TOP GUN
Yale Law School 1985 — 1988
Doctor of Law (JD), Law
City University of New York City College 1977 — 1981
Bachelor of Science (BS), Biology, General
Adam Lipski Adam Lipski's Morgan Stanley Smith Barney Experience 2008 - 2010
Job Sr. Account Executive at Presidio
Industry Information Technology and Services
Experience
Presidio July 2015 - Present
Reliance One, Inc. January 2014 - July 2015
Reliance One, Inc. June 2010 - December 2014
Morgan Stanley Smith Barney 2008 - 2010
Skills
Sales Management, Account Management, Recruiting, Team Leadership, Technical Recruiting, Employee Relations, New Business Development, Talent Acquisition, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Sourcing, Customer Service, Negotiation, Strategic Planning, Advertising, Marketing Strategy, Management, Program Management, Public Speaking, Sales, Coaching, Leadership, Marketing, Process Improvement, Team Building, Cold Calling, Event Planning, Human Resources, Business Development, Contract Negotiation, Temporary Staffing, Training, Staffing Services, Analysis, Temporary Placement, Internet Recruiting, Applicant Tracking..., College Recruiting, Interviews, Contract Recruitment, Executive Search, Staff Augmentation, Screening Resumes, Benefits Negotiation
Education
Xavier University 2005 — 2007
Business
Central Michigan University 2002 — 2004
Presidio July 2015 - Present
Reliance One, Inc. January 2014 - July 2015
Reliance One, Inc. June 2010 - December 2014
Morgan Stanley Smith Barney 2008 - 2010
Skills
Sales Management, Account Management, Recruiting, Team Leadership, Technical Recruiting, Employee Relations, New Business Development, Talent Acquisition, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Sourcing, Customer Service, Negotiation, Strategic Planning, Advertising, Marketing Strategy, Management, Program Management, Public Speaking, Sales, Coaching, Leadership, Marketing, Process Improvement, Team Building, Cold Calling, Event Planning, Human Resources, Business Development, Contract Negotiation, Temporary Staffing, Training, Staffing Services, Analysis, Temporary Placement, Internet Recruiting, Applicant Tracking..., College Recruiting, Interviews, Contract Recruitment, Executive Search, Staff Augmentation, Screening Resumes, Benefits Negotiation
Education
Xavier University 2005 — 2007
Business
Central Michigan University 2002 — 2004
Gene Kolten's Morgan Stanley Smith Barney Experience 1998 - 1999
Job Head of Electronic Trading at Sberbank CIB
Industry Financial Services
Experience
Sberbank CIB (formerly Troika Dialog) June 2010 - Present
Credit Suisse May 2001 - June 2011
Nomura Securities 1998 - 2001
Morgan Stanley Smith Barney 1998 - 1999
Merrill Lynch 1987 - 1998
Skills
Trading Systems, Electronic Trading, Equities, Derivatives, Market Data, Equity Trading, Capital Markets, Financial Markets, Equity Derivatives, Fixed Income, Options, Low Latency, Investment Banking, Bloomberg, Structured Products, Trading
Education
City University of New York-Brooklyn College
Sberbank CIB (formerly Troika Dialog) June 2010 - Present
Credit Suisse May 2001 - June 2011
Nomura Securities 1998 - 2001
Morgan Stanley Smith Barney 1998 - 1999
Merrill Lynch 1987 - 1998
Skills
Trading Systems, Electronic Trading, Equities, Derivatives, Market Data, Equity Trading, Capital Markets, Financial Markets, Equity Derivatives, Fixed Income, Options, Low Latency, Investment Banking, Bloomberg, Structured Products, Trading
Education
City University of New York-Brooklyn College
Harry Zatuchney's Morgan Stanley Smith Barney Experience January 2011 - Present
Job Wealth Advisor at Morgan Stanley Smith Barney
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney January 2011 - Present
Oracle June 2000 - June 2009
oracle 2001 - 2007
J D Edwards 1993 - 2001
JD Edwards/PeopleSoft/Oracle 1993 - 2001
JD Edwards Company 1993 - 2001
Crown Cork & Seal May 1989 - June 1991
Skills
Insurance, Wealth Management, Investments, Asset Management, Retirement Planning, Retirement, Portfolio Management, Series 7, Financial Advisory, High Net Worth..., Small Business, Asset Allocation, Investment Advisory, Investment Strategies, Alternative Investments, Equities, 401k, Mutual Funds, Options, Fixed Income, Financial Planning, Risk Management, Mortgage, Securities, Bonds
Education
Central Michigan University 1972 — 1974
Master's degree, Business Administration and Management, General
Long Island University, Brooklyn Campus 1964 — 1968
Bachelor of Science (B.S.), Business Administration and Management, General
Morgan Stanley Smith Barney January 2011 - Present
Oracle June 2000 - June 2009
oracle 2001 - 2007
J D Edwards 1993 - 2001
JD Edwards/PeopleSoft/Oracle 1993 - 2001
JD Edwards Company 1993 - 2001
Crown Cork & Seal May 1989 - June 1991
Skills
Insurance, Wealth Management, Investments, Asset Management, Retirement Planning, Retirement, Portfolio Management, Series 7, Financial Advisory, High Net Worth..., Small Business, Asset Allocation, Investment Advisory, Investment Strategies, Alternative Investments, Equities, 401k, Mutual Funds, Options, Fixed Income, Financial Planning, Risk Management, Mortgage, Securities, Bonds
Education
Central Michigan University 1972 — 1974
Master's degree, Business Administration and Management, General
Long Island University, Brooklyn Campus 1964 — 1968
Bachelor of Science (B.S.), Business Administration and Management, General
Ryan Dunlap's Morgan Stanley Smith Barney Experience August 2006 - April 2012
Job Huntington National Bank
Industry Financial Services
Experience
Huntington National Bank October 2014 - Present
JPMorgan Chase July 2013 - October 2014
JPMorgan Chase May 2012 - June 2013
Morgan Stanley Smith Barney August 2006 - April 2012
AXA Financial August 2005 - July 2006
Skills
Series 7, 401k Rollovers, Retirement Planning, Wealth Management, College Savings Plans, IRAs, Investment Advisory, Asset Allocation, Mutual Funds, Wealth Accumulation, Roth IRA, FINRA, Series 24, Investments, Securities, Financial Services, Risk Management, Equities, Fixed Income
Education
Capital University 2008 — 2010
MBA, Finance
Penn State University 1999 — 2002
BA, Economics
Huntington National Bank October 2014 - Present
JPMorgan Chase July 2013 - October 2014
JPMorgan Chase May 2012 - June 2013
Morgan Stanley Smith Barney August 2006 - April 2012
AXA Financial August 2005 - July 2006
Skills
Series 7, 401k Rollovers, Retirement Planning, Wealth Management, College Savings Plans, IRAs, Investment Advisory, Asset Allocation, Mutual Funds, Wealth Accumulation, Roth IRA, FINRA, Series 24, Investments, Securities, Financial Services, Risk Management, Equities, Fixed Income
Education
Capital University 2008 — 2010
MBA, Finance
Penn State University 1999 — 2002
BA, Economics
Menish Christian's Morgan Stanley Smith Barney Experience January 2010 - Present
Job Electronic Discovery Project Manager/Investigator at Morgan Stanley
Industry Legal Services
Experience
Morgan Stanley Smith Barney January 2010 - Present
Epiq Systems October 2008 - December 2009
First Advantage Litigation Consulting May 2008 - September 2008
CaseCentral Inc. October 2005 - March 2008
Bryan Cave LLP August 2004 - October 2005
Frommer Lawrence and Haug, LLP July 2001 - August 2004
Skills
Litigation Support, Computer Forensics, IPRO, Document Review, Legal Assistance, Litigation, SaaS, Information Technology, Corporate Law, Employment Law, Consulting, Computer Security, Contract Negotiation, Securities, Corporate Governance, Fraud, Civil Litigation, EDRMS, Disaster Recovery, Project Management, Commercial Litigation, Legal Research, Licensing, Information Security, Intellectual Property, Enterprise Content..., Information Security..., Trials, SharePoint, Cloud Computing, Salesforce.com, Business Continuity, Risk Management, Governance, Vendor Management, Enterprise Software, Data Center, Financial Services, Records Management, Document Management, Legal Compliance, Professional Services, Management, Legal Writing, Sales, Email Archiving, Data Security, IT Strategy, SDLC
Education
City University of New York-Brooklyn College 1993 — 1997
Edward R. Murrow
Morgan Stanley Smith Barney January 2010 - Present
Epiq Systems October 2008 - December 2009
First Advantage Litigation Consulting May 2008 - September 2008
CaseCentral Inc. October 2005 - March 2008
Bryan Cave LLP August 2004 - October 2005
Frommer Lawrence and Haug, LLP July 2001 - August 2004
Skills
Litigation Support, Computer Forensics, IPRO, Document Review, Legal Assistance, Litigation, SaaS, Information Technology, Corporate Law, Employment Law, Consulting, Computer Security, Contract Negotiation, Securities, Corporate Governance, Fraud, Civil Litigation, EDRMS, Disaster Recovery, Project Management, Commercial Litigation, Legal Research, Licensing, Information Security, Intellectual Property, Enterprise Content..., Information Security..., Trials, SharePoint, Cloud Computing, Salesforce.com, Business Continuity, Risk Management, Governance, Vendor Management, Enterprise Software, Data Center, Financial Services, Records Management, Document Management, Legal Compliance, Professional Services, Management, Legal Writing, Sales, Email Archiving, Data Security, IT Strategy, SDLC
Education
City University of New York-Brooklyn College 1993 — 1997
Edward R. Murrow
Adolph Montgomery's Morgan Stanley Smith Barney Experience December 1999 - February 2005
Job at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management July 2007 - Present
Department of Education February 2005 - July 2007
Morgan Stanley Smith Barney December 1999 - February 2005
Education
Saint John's University 1995 — 1999
MBA, Accounting
City University of New York City College 1989 — 1993
BA, Financial Economics
Morgan Stanley Investment Management July 2007 - Present
Department of Education February 2005 - July 2007
Morgan Stanley Smith Barney December 1999 - February 2005
Education
Saint John's University 1995 — 1999
MBA, Accounting
City University of New York City College 1989 — 1993
BA, Financial Economics
Samuel Rothschild's Morgan Stanley Smith Barney Experience 2007 - Present
Job Financial Advisor at Morgan Stanley and Financial Services Consultant
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2007 - Present
Education
Central Connecticut State University 1998 — 2003
BS, Marketing
Morgan Stanley Smith Barney 2007 - Present
Education
Central Connecticut State University 1998 — 2003
BS, Marketing
Oscar Jimenez, PMP's Morgan Stanley Smith Barney Experience December 2007 - December 2011
Job Vice President at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley May 2015 - Present
Interactive Data December 2011 - May 2015
Morgan Stanley Smith Barney December 2007 - December 2011
Thomson Financial June 2005 - December 2007
Thomson Financial April 2001 - June 2005
ILX Systems February 1999 - March 2001
Education
City University of New York City College 1995 — 1999
Bachelor of Engineering, Electrical Engineering
Morgan Stanley May 2015 - Present
Interactive Data December 2011 - May 2015
Morgan Stanley Smith Barney December 2007 - December 2011
Thomson Financial June 2005 - December 2007
Thomson Financial April 2001 - June 2005
ILX Systems February 1999 - March 2001
Education
City University of New York City College 1995 — 1999
Bachelor of Engineering, Electrical Engineering
Joseph Panetta's Morgan Stanley Smith Barney Experience June 2009 - Present
Job Overlay Manager at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley February 2014 - Present
Morgan Stanley Smith Barney June 2009 - Present
Citi June 2008 - June 2009
Legg Mason December 2005 - June 2008
Citi July 1995 - December 2005
Skills
Series 63, Series 7, Separately Managed..., Series 65, Wealth Management, Investment Advisory, Equities, Asset Management, Investments, Investment Management, Portfolio Management, Wealth Management..., Financial Services
Education
City University of New York-Brooklyn College 1990 — 1995
Bachelor of Science (B.S.), Business, Management, and Finance
Morgan Stanley February 2014 - Present
Morgan Stanley Smith Barney June 2009 - Present
Citi June 2008 - June 2009
Legg Mason December 2005 - June 2008
Citi July 1995 - December 2005
Skills
Series 63, Series 7, Separately Managed..., Series 65, Wealth Management, Investment Advisory, Equities, Asset Management, Investments, Investment Management, Portfolio Management, Wealth Management..., Financial Services
Education
City University of New York-Brooklyn College 1990 — 1995
Bachelor of Science (B.S.), Business, Management, and Finance
Peter Tenuta's Morgan Stanley Smith Barney Experience May 1997 - March 2012
Job Vice President, Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2012 - Present
Morgan Stanley Smith Barney May 1997 - March 2012
Market Strategies January 1991 - May 1997
Skills
Series 7, 401k, Asset Allocation, Retirement Planning, Series 63, Portfolio Management, Wealth Management, Mutual Funds, Investment Strategies, Retirement, Investments, Bonds, Strategic Financial..., Investment Management, Alternative Investments, Investment Advisory, Securities, Equities, Financial Planning, Asset Management, ETFs, Estate Planning, FINRA, Fixed Annuities, Fixed Income, Life Insurance, Series 65, Relationship Management, Retirement Plan...
Education
Central Michigan University 1985 — 1990
BA, Finance
Walsh College of Accountancy and Business Administration
Economics
Merrill Lynch March 2012 - Present
Morgan Stanley Smith Barney May 1997 - March 2012
Market Strategies January 1991 - May 1997
Skills
Series 7, 401k, Asset Allocation, Retirement Planning, Series 63, Portfolio Management, Wealth Management, Mutual Funds, Investment Strategies, Retirement, Investments, Bonds, Strategic Financial..., Investment Management, Alternative Investments, Investment Advisory, Securities, Equities, Financial Planning, Asset Management, ETFs, Estate Planning, FINRA, Fixed Annuities, Fixed Income, Life Insurance, Series 65, Relationship Management, Retirement Plan...
Education
Central Michigan University 1985 — 1990
BA, Finance
Walsh College of Accountancy and Business Administration
Economics
Richard Scotto-Lavino's Morgan Stanley Smith Barney Experience June 2009 - January 2012
Job FMW Sales Manager at Oracle
Industry Financial Services
Experience
Oracle August 2015 - Present
Oracle September 2012 - Present
Morgan Stanley Smith Barney June 2009 - January 2012
Citigroup November 2007 - June 2009
Citigroup January 2003 - November 2007
Shearson Lehman Brothers January 2001 - January 2003
Smith Barney January 1997 - January 2001
Skills
Equities, Risk Management, Program Management, Business Intelligence, Portfolio Management, Fixed Income, Financial Services, Management, Change Management, Vendor Management, Project Portfolio..., Security, SDLC, Business Process..., Trading Systems, Financial Risk, PMO, Capital Markets
Education
City University of New York-College of Staten Island 1987 — 1991
Computer Science, Computer and Information Sciences, General
City University of New York City College 1985 — 1987
Electrical Engineering
Oracle August 2015 - Present
Oracle September 2012 - Present
Morgan Stanley Smith Barney June 2009 - January 2012
Citigroup November 2007 - June 2009
Citigroup January 2003 - November 2007
Shearson Lehman Brothers January 2001 - January 2003
Smith Barney January 1997 - January 2001
Skills
Equities, Risk Management, Program Management, Business Intelligence, Portfolio Management, Fixed Income, Financial Services, Management, Change Management, Vendor Management, Project Portfolio..., Security, SDLC, Business Process..., Trading Systems, Financial Risk, PMO, Capital Markets
Education
City University of New York-College of Staten Island 1987 — 1991
Computer Science, Computer and Information Sciences, General
City University of New York City College 1985 — 1987
Electrical Engineering
Ilana French's Morgan Stanley Smith Barney Experience October 2010 - Present
Job AVP, Project Manager at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 2010 - Present
The Reserve Funds (fka The Reserve) May 2006 - August 2010
Citibank October 2000 - May 2006
Skills
Mutual Funds, Equities, Securities
Education
City University of New York-College of Staten Island
Morgan Stanley Smith Barney October 2010 - Present
The Reserve Funds (fka The Reserve) May 2006 - August 2010
Citibank October 2000 - May 2006
Skills
Mutual Funds, Equities, Securities
Education
City University of New York-College of Staten Island
Reggie Garner's Morgan Stanley Smith Barney Experience 1991 - Present
Job Vice President at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley December 2007 - Present
Morgan Stanley Smith Barney 1991 - Present
New York City Health & Hospitals August 1987 - June 1991
Pershing June 1980 - March 1985
Skills
Fixed Income, Vendor Management, Series 7
Education
City University of New York City College 2000 — 2004
Morgan Stanley December 2007 - Present
Morgan Stanley Smith Barney 1991 - Present
New York City Health & Hospitals August 1987 - June 1991
Pershing June 1980 - March 1985
Skills
Fixed Income, Vendor Management, Series 7
Education
City University of New York City College 2000 — 2004
Jessica Jeffries's Morgan Stanley Smith Barney Experience February 2009 - July 2010
Job Senior Manager of Compliance PLS Financial Services
Industry Financial Services
Experience
PLS Financial Services October 2014 - Present
PLS Financial Services October 2013 - October 2014
FactRight, LLC May 2011 - October 2013
Law Offices of Jessica A. Jeffries October 2010 - May 2011
Morgan Stanley Smith Barney February 2009 - July 2010
Fuchs & Roselli, Ltd October 2008 - December 2008
Block & Landsman May 2004 - October 2008
Skills
Due Diligence, Alternative Investments, Private Placements, Securities Regulation, Securities Exchange Act..., Securities Fraud, Investments, Securities
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2008 — 2009
L.L.M., Financial Services
Chicago-Kent College of Law, Illinois Institute of Technology 2002 — 2005
J.D., Law
Loyola University Chicago 1998 — 2002
B.B.A., Information Systems Operations Management
Fenwick
PLS Financial Services October 2014 - Present
PLS Financial Services October 2013 - October 2014
FactRight, LLC May 2011 - October 2013
Law Offices of Jessica A. Jeffries October 2010 - May 2011
Morgan Stanley Smith Barney February 2009 - July 2010
Fuchs & Roselli, Ltd October 2008 - December 2008
Block & Landsman May 2004 - October 2008
Skills
Due Diligence, Alternative Investments, Private Placements, Securities Regulation, Securities Exchange Act..., Securities Fraud, Investments, Securities
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2008 — 2009
L.L.M., Financial Services
Chicago-Kent College of Law, Illinois Institute of Technology 2002 — 2005
J.D., Law
Loyola University Chicago 1998 — 2002
B.B.A., Information Systems Operations Management
Fenwick
Stephen Putorte's Morgan Stanley Smith Barney Experience March 2009 - Present
Job Registered Client Service Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2009 - Present
Morgan Stanley March 2008 - March 2009
Morgan Stanley December 2000 - February 2008
SG Cowen May 1997 - November 2000
Paine Webber January 1991 - May 1997
Skills
XP, Insurance, CRM, Asset Allocation, Asset Managment, Leadership, Microsoft Office 2007, Securities, Series 63, Series 7, Asset Management, Strategic Financial..., Mutual Funds, Investment Advisory, Financial Services, Back Office, Separately Managed..., IRAs, Bonds, Retirement
Education
City University of New York-College of Staten Island
Morgan Stanley Smith Barney March 2009 - Present
Morgan Stanley March 2008 - March 2009
Morgan Stanley December 2000 - February 2008
SG Cowen May 1997 - November 2000
Paine Webber January 1991 - May 1997
Skills
XP, Insurance, CRM, Asset Allocation, Asset Managment, Leadership, Microsoft Office 2007, Securities, Series 63, Series 7, Asset Management, Strategic Financial..., Mutual Funds, Investment Advisory, Financial Services, Back Office, Separately Managed..., IRAs, Bonds, Retirement
Education
City University of New York-College of Staten Island
Amy Brugger's Morgan Stanley Smith Barney Experience August 2005 - Present
Job Registered Client Service Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney August 2005 - Present
Merrill Lynch October 1982 - June 2000
Education
City College of San Francisco
Securities License - Series 7 & 66
Series 7 & 66, Series 7 Registration Since 1983
Morgan Stanley Smith Barney August 2005 - Present
Merrill Lynch October 1982 - June 2000
Education
City College of San Francisco
Securities License - Series 7 & 66
Series 7 & 66, Series 7 Registration Since 1983
Jeffrey Kaplan, CRPC®'s Morgan Stanley Smith Barney Experience February 1985 - Present
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 1985 - Present
Education
Saint John's University 1975 — 1978
MBA, Finance
Carnegie Mellon University 1971 — 1975
Morgan Stanley Smith Barney February 1985 - Present
Education
Saint John's University 1975 — 1978
MBA, Finance
Carnegie Mellon University 1971 — 1975
Larry Lombardo's Morgan Stanley Smith Barney Experience July 2006 - September 2013
Job Member at W Advisors, LLC
Industry Financial Services
Experience
W Advisors LLC September 2013 - Present
Morgan Stanley Smith Barney July 2006 - September 2013
Thompson Dunavant PLC February 2005 - July 2006
The Racquet Club of Memphis August 2002 - February 2005
Union Planters Bank January 2002 - August 2002
Skills
Financial Analysis, Wealth Management, Accounting, Strategic Financial..., Tax, Financial Modeling, Corporate Finance, Asset Management, Investments, Due Diligence, Financial Planning, Series 7, Leadership, Management
Education
Christian Brothers University 2002 — 2004
Masters, MBA
Jacksonville State University 1997 — 2002
Bachelor of Science, Finance
Christian Brothers High School
W Advisors LLC September 2013 - Present
Morgan Stanley Smith Barney July 2006 - September 2013
Thompson Dunavant PLC February 2005 - July 2006
The Racquet Club of Memphis August 2002 - February 2005
Union Planters Bank January 2002 - August 2002
Skills
Financial Analysis, Wealth Management, Accounting, Strategic Financial..., Tax, Financial Modeling, Corporate Finance, Asset Management, Investments, Due Diligence, Financial Planning, Series 7, Leadership, Management
Education
Christian Brothers University 2002 — 2004
Masters, MBA
Jacksonville State University 1997 — 2002
Bachelor of Science, Finance
Christian Brothers High School
Mark Hellman's Morgan Stanley Smith Barney Experience February 1990 - Present
Job Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 1990 - Present
Education
City University of New York-Brooklyn College
Liberal Arts
Morgan Stanley Smith Barney February 1990 - Present
Education
City University of New York-Brooklyn College
Liberal Arts
Jesse Footlik's Morgan Stanley Smith Barney Experience May 2006 - August 2006
Job Attorney at Peck Ritchey, LLC
Industry Law Practice
Experience
Peck Ritchey, LLC September 2011 - Present
Peck Bloom, LLC May 2009 - September 2011
Chicago Kent College of Law 2009 - May 2011
LegalFish May 2007 - August 2007
Morgan Stanley Smith Barney May 2006 - August 2006
Skills
Asset Protection, Estate Administration, Elder Law, Estate Planning, Trusts, Guardianship, Litigation, Estate Law, Civil Litigation, Legal Writing, Mediation, Legal Research, Westlaw, Trials
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2008 — 2011
J.D.
University of Michigan 2004 — 2008
B.A., Sport Management
Peck Ritchey, LLC September 2011 - Present
Peck Bloom, LLC May 2009 - September 2011
Chicago Kent College of Law 2009 - May 2011
LegalFish May 2007 - August 2007
Morgan Stanley Smith Barney May 2006 - August 2006
Skills
Asset Protection, Estate Administration, Elder Law, Estate Planning, Trusts, Guardianship, Litigation, Estate Law, Civil Litigation, Legal Writing, Mediation, Legal Research, Westlaw, Trials
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2008 — 2011
J.D.
University of Michigan 2004 — 2008
B.A., Sport Management
Mehran Sadri's Morgan Stanley Smith Barney Experience July 2008 - November 2012
Job Managing Director at Capital Markets IQ
Industry Financial Services
Experience
Capital markets IQ October 2012 - Present
Morgan Stanley Smith Barney July 2008 - November 2012
UBS Financial Services June 2001 - July 2008
Skills
Strategic Financial..., Investments, Retirement Planning, Business Development, Management, Wealth Management, Start-ups, Fixed Income, Risk Management, Asset Managment, Strategic Planning, Asset Management, Portfolio Management, Business Planning, Entrepreneurship, Mergers, Business Strategy, Mergers & Acquisitions
Education
Queen Mary College - London University 1981 — 1984
Bachelor of Science (B.Sc.), Civil Engineering, Honors
City University London
Master of Science (M.Sc.), Civil Engineering
Capital markets IQ October 2012 - Present
Morgan Stanley Smith Barney July 2008 - November 2012
UBS Financial Services June 2001 - July 2008
Skills
Strategic Financial..., Investments, Retirement Planning, Business Development, Management, Wealth Management, Start-ups, Fixed Income, Risk Management, Asset Managment, Strategic Planning, Asset Management, Portfolio Management, Business Planning, Entrepreneurship, Mergers, Business Strategy, Mergers & Acquisitions
Education
Queen Mary College - London University 1981 — 1984
Bachelor of Science (B.Sc.), Civil Engineering, Honors
City University London
Master of Science (M.Sc.), Civil Engineering
Paulina Burda's Morgan Stanley Smith Barney Experience September 1992 - September 1996
Job IT Consultant
Industry Hospital & Health Care
Experience
AXCESS, INC October 2008 - Present
Axcess Incorporated October 2008 - October 2012
Midwood Chayim Aruchim December 2002 - October 2008
JPMorgan Chase October 1996 - December 2002
JPMorgan Chase September 1996 - December 2002
Morgan Stanley Smith Barney September 1992 - September 1996
Smith Barney Shearson, New September 1992 - September 1996
Hanover Trust June 1989 - September 1992
CBS Record Incorporated November 1987 - June 1989
Skills
Mainframe, VSAM, COBOL, Databases, CICS, JCL, SQL, DB2, IMS DB/DC, Program Management, Programming, Financial Analysis, Security, Teamwork, Time Management
Education
Brooklyn College 1985 — 1987
BS, Computer Science
Brooklyn College 1985 — 1987
B.S, Computer science
AXCESS, INC October 2008 - Present
Axcess Incorporated October 2008 - October 2012
Midwood Chayim Aruchim December 2002 - October 2008
JPMorgan Chase October 1996 - December 2002
JPMorgan Chase September 1996 - December 2002
Morgan Stanley Smith Barney September 1992 - September 1996
Smith Barney Shearson, New September 1992 - September 1996
Hanover Trust June 1989 - September 1992
CBS Record Incorporated November 1987 - June 1989
Skills
Mainframe, VSAM, COBOL, Databases, CICS, JCL, SQL, DB2, IMS DB/DC, Program Management, Programming, Financial Analysis, Security, Teamwork, Time Management
Education
Brooklyn College 1985 — 1987
BS, Computer Science
Brooklyn College 1985 — 1987
B.S, Computer science
Sadaya Lewis M.B.A.'s Morgan Stanley Smith Barney Experience March 2011 - Present
Job Quality Professional at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2011 - Present
North Central Mental Health Services February 2005 - April 2012
Freelance Photographer February 2003 - August 2009
7-Eleven October 2002 - February 2004
Education
Capital University - School of Management 2008 — 2012
MBA, Business Management
The Ohio State University 1997 — 2002
B.A, Art and Photography
Morgan Stanley Smith Barney March 2011 - Present
North Central Mental Health Services February 2005 - April 2012
Freelance Photographer February 2003 - August 2009
7-Eleven October 2002 - February 2004
Education
Capital University - School of Management 2008 — 2012
MBA, Business Management
The Ohio State University 1997 — 2002
B.A, Art and Photography
Tyson Nunemacher's Morgan Stanley Smith Barney Experience December 2010 - December 2011
Job Senior Technical Consultant at Lithium Technologies
Industry Internet
Experience
Lithium Technologies August 2015 - Present
AT&T January 2012 - August 2015
EMC December 2010 - August 2015
Choprock Solutions LLC January 2003 - August 2015
Siemens PLM Software December 2014 - March 2015
Barclaycard US January 2012 - May 2014
Morgan Stanley Smith Barney December 2010 - December 2011
Automated Homefinder, LLC 2000 - 2010
Breakthrough Management Group September 2002 - December 2002
Risk Analytics, Inc. September 1998 - September 2002
Skills
Web Development, jQuery, JavaScript, User Interface..., Agile Methodologies, E-commerce, CMS Made Simple, Wordpress, CakePHP, Lithium, Freemarker, Java, ASP.NET, CMS, SEO, Web Applications, Linux, Apache, MySQL, PHP, HTML 5, CSS, Front-end, User Interface, XML, WordPress
Education
University of Colorado Boulder 1995 — 1998
MS, Physical Chemistry
Carleton College 1991 — 1995
BA, Chemistry
Lithium Technologies August 2015 - Present
AT&T January 2012 - August 2015
EMC December 2010 - August 2015
Choprock Solutions LLC January 2003 - August 2015
Siemens PLM Software December 2014 - March 2015
Barclaycard US January 2012 - May 2014
Morgan Stanley Smith Barney December 2010 - December 2011
Automated Homefinder, LLC 2000 - 2010
Breakthrough Management Group September 2002 - December 2002
Risk Analytics, Inc. September 1998 - September 2002
Skills
Web Development, jQuery, JavaScript, User Interface..., Agile Methodologies, E-commerce, CMS Made Simple, Wordpress, CakePHP, Lithium, Freemarker, Java, ASP.NET, CMS, SEO, Web Applications, Linux, Apache, MySQL, PHP, HTML 5, CSS, Front-end, User Interface, XML, WordPress
Education
University of Colorado Boulder 1995 — 1998
MS, Physical Chemistry
Carleton College 1991 — 1995
BA, Chemistry
Bob Bejesky's Morgan Stanley Smith Barney Experience November 2010 - July 2012
Job National Account ManagerMarine at NextGear Capital
Industry Banking
Experience
NextGear Capital May 2014 - Present
TCF Inventory Finance, Inc. May 2012 - May 2014
Morgan Stanley Smith Barney November 2010 - July 2012
Cardinal Points Network, LLC May 2009 - December 2010
GE September 2007 - February 2009
Key Recreation Lending March 2000 - September 2007
ITT Commerical Finance/Deutsche Financial Services July 1987 - March 2000
Skills
Building Relationships, Dealer Network..., Marketing Strategy, Financial Analysis, Relationship Management, Finance, Sales Operations, Credit, Portfolio Management, Negotiation, Leadership, Credit Analysis, New Business Development, Loans, Financial Risk, Strategic Planning, Program Management, Commercial Lending, Process Improvement, Management, Mergers & Acquisitions, Risk Management, Competitive Analysis, Financial Services, Business Development, Banking, Sales, Forecasting, Sales Management, Underwriting, Investments, Executive Management
Education
Central Michigan University 1972 — 1976
BA, Journalism/Political Science/Business Administration
NextGear Capital May 2014 - Present
TCF Inventory Finance, Inc. May 2012 - May 2014
Morgan Stanley Smith Barney November 2010 - July 2012
Cardinal Points Network, LLC May 2009 - December 2010
GE September 2007 - February 2009
Key Recreation Lending March 2000 - September 2007
ITT Commerical Finance/Deutsche Financial Services July 1987 - March 2000
Skills
Building Relationships, Dealer Network..., Marketing Strategy, Financial Analysis, Relationship Management, Finance, Sales Operations, Credit, Portfolio Management, Negotiation, Leadership, Credit Analysis, New Business Development, Loans, Financial Risk, Strategic Planning, Program Management, Commercial Lending, Process Improvement, Management, Mergers & Acquisitions, Risk Management, Competitive Analysis, Financial Services, Business Development, Banking, Sales, Forecasting, Sales Management, Underwriting, Investments, Executive Management
Education
Central Michigan University 1972 — 1976
BA, Journalism/Political Science/Business Administration
Mary Beaton's Morgan Stanley Smith Barney Experience July 2009 - January 2015
Job Admin at Deloitte
Industry Financial Services
Experience
Deloitte July 2015 - Present
Morgan Stanley Smith Barney July 2009 - January 2015
Smith Barney April 2007 - June 2009
Skills
Alternative Investments, Financial Advisory, Investments, Series 7, Financial Analysis, Strategic Financial..., Series 65, Estate Planning, Equities, Mutual Funds, Microsoft Office, Portfolio Management, Wealth Management, Risk Management, Asset Allocation, Investment Advisory, Securities, Series 63, Retirement Planning, Insurance, Fixed Income, FINRA, Asset Management, Financial Services, Management, Finance, Hedge Funds
Education
Central Michigan University 1986 — 1990
English/History
Central Michigan University
Bachelor of Science (BS), English/History
Deloitte July 2015 - Present
Morgan Stanley Smith Barney July 2009 - January 2015
Smith Barney April 2007 - June 2009
Skills
Alternative Investments, Financial Advisory, Investments, Series 7, Financial Analysis, Strategic Financial..., Series 65, Estate Planning, Equities, Mutual Funds, Microsoft Office, Portfolio Management, Wealth Management, Risk Management, Asset Allocation, Investment Advisory, Securities, Series 63, Retirement Planning, Insurance, Fixed Income, FINRA, Asset Management, Financial Services, Management, Finance, Hedge Funds
Education
Central Michigan University 1986 — 1990
English/History
Central Michigan University
Bachelor of Science (BS), English/History
Frank Zafran's Morgan Stanley Smith Barney Experience March 1979 - Present
Job Managing Director Head of Personal Trust Servcies at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Private Bank, NA September 2011 - Present
Morgan Stanley Smith Barney March 1979 - Present
Morgan Stanley Smith Barney February 2011 - September 2011
Morgan Stanley 1995 - 2009
Dean Witter Reynolds 1978 - 1985
Skills
Fixed Annuities, Series 24, Series 7, Series 63, Securities, Mutual Funds, Retirement Planning, Investments, Equities, Asset Managment, Wealth Management, Financial Services, Strategic Financial..., Risk Management, High Net Worth...
Education
City University of New York-Brooklyn College 1973 — 1978
B.S. Accounting, Economics
Bishop Ford 1969 — 1972
high school, College Prep
Morgan Stanley Private Bank, NA September 2011 - Present
Morgan Stanley Smith Barney March 1979 - Present
Morgan Stanley Smith Barney February 2011 - September 2011
Morgan Stanley 1995 - 2009
Dean Witter Reynolds 1978 - 1985
Skills
Fixed Annuities, Series 24, Series 7, Series 63, Securities, Mutual Funds, Retirement Planning, Investments, Equities, Asset Managment, Wealth Management, Financial Services, Strategic Financial..., Risk Management, High Net Worth...
Education
City University of New York-Brooklyn College 1973 — 1978
B.S. Accounting, Economics
Bishop Ford 1969 — 1972
high school, College Prep
Rafal Gusciora's Morgan Stanley Smith Barney Experience April 2010 - May 2012
Job Team Lead, Solutions Engineering
Industry Computer Software
Experience
Borderfree May 2012 - Present
Morgan Stanley Smith Barney April 2010 - May 2012
Infosys Technologies Ltd August 2008 - May 2012
Wal-Mart November 2008 - January 2010
GE Energy June 2007 - August 2007
GE Energy June 2006 - August 2006
Skills
Java Enterprise Edition, PL/SQL, Web Services, E-commerce, MySQL, Oracle, Object Oriented Design, Java, Eclipse, IBM RAD, C/C++, Sencha Touch, Spring, MyBatis, Android Development, JavaScript, Shell Scripting, Autosys, IBM Tivoli NetCool, HP Performance Center, Perl, Netcool
Education
Syracuse University 2004 — 2008
BS, Computer Engineering
City University London 2006 — 2007
BSc, Computer Engineering
Borderfree May 2012 - Present
Morgan Stanley Smith Barney April 2010 - May 2012
Infosys Technologies Ltd August 2008 - May 2012
Wal-Mart November 2008 - January 2010
GE Energy June 2007 - August 2007
GE Energy June 2006 - August 2006
Skills
Java Enterprise Edition, PL/SQL, Web Services, E-commerce, MySQL, Oracle, Object Oriented Design, Java, Eclipse, IBM RAD, C/C++, Sencha Touch, Spring, MyBatis, Android Development, JavaScript, Shell Scripting, Autosys, IBM Tivoli NetCool, HP Performance Center, Perl, Netcool
Education
Syracuse University 2004 — 2008
BS, Computer Engineering
City University London 2006 — 2007
BSc, Computer Engineering
CRAIG EAVES's Morgan Stanley Smith Barney Experience August 2006 - July 2009
Job Client Service Officer
Industry Financial Services
Experience
MORGAN STANLEY SMITH BARNEY August 2006 - July 2009
CITIGROUP SMITH BARNEY 2002 - 2006
SALOMON SMITH BARNEY January 2000 - January 2002
GORDAN ALMAN LAW FIRM January 1999 - January 2000
USPS January 1994 - January 1999
Education
Roanoke College 1991 — 1994
Computer Science
City University of New York City College
New York University
Certificate, Windows Systems and Network Administration
Rockingham College, Wentworth, North Carolina
Certificate, Business Management
MORGAN STANLEY SMITH BARNEY August 2006 - July 2009
CITIGROUP SMITH BARNEY 2002 - 2006
SALOMON SMITH BARNEY January 2000 - January 2002
GORDAN ALMAN LAW FIRM January 1999 - January 2000
USPS January 1994 - January 1999
Education
Roanoke College 1991 — 1994
Computer Science
City University of New York City College
New York University
Certificate, Windows Systems and Network Administration
Rockingham College, Wentworth, North Carolina
Certificate, Business Management
Dmitry Lisyansky's Morgan Stanley Smith Barney Experience August 2006 - October 2006
Job Interested in investment field.
Industry Accounting
Experience
HELP USA June 2014 - Present
Empire State Development June 2012 - June 2012
H&R Block February 2011 - April 2011
Mc Lan Accounting July 2009 - January 2010
NYC Pocket Travel Guides June 2007 - August 2007
Morgan Stanley Smith Barney August 2006 - October 2006
B&J's Auto Repair June 2003 - September 2003
Skills
QuickBooks, Auditing, Account Reconciliation, Financial Statements, Tax Preparation, Microsoft Excel, PowerPoint, Accounting, Financial Reporting, Accounts Payable, General Ledger, GAAP, Financial Accounting, Finance
Education
Keller Graduate School of Management of DeVry University
Master of Science (M.S.), Accounting (CPA Emphasis), 3.45
City University of New York-Brooklyn College 2005 — 2009
B.S. Double Major*, Accounting CPA Qualifiying / Business Management Finance.
Leon M. Goldstein Highschool for the Sciences 2001 — 2005
Sciences
HELP USA June 2014 - Present
Empire State Development June 2012 - June 2012
H&R Block February 2011 - April 2011
Mc Lan Accounting July 2009 - January 2010
NYC Pocket Travel Guides June 2007 - August 2007
Morgan Stanley Smith Barney August 2006 - October 2006
B&J's Auto Repair June 2003 - September 2003
Skills
QuickBooks, Auditing, Account Reconciliation, Financial Statements, Tax Preparation, Microsoft Excel, PowerPoint, Accounting, Financial Reporting, Accounts Payable, General Ledger, GAAP, Financial Accounting, Finance
Education
Keller Graduate School of Management of DeVry University
Master of Science (M.S.), Accounting (CPA Emphasis), 3.45
City University of New York-Brooklyn College 2005 — 2009
B.S. Double Major*, Accounting CPA Qualifiying / Business Management Finance.
Leon M. Goldstein Highschool for the Sciences 2001 — 2005
Sciences
LANETTE COTTNAIR's Morgan Stanley Smith Barney Experience February 1993 - Present
Job Executive Director/Associate Regional Business Service Officer
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 1993 - Present
Smith Barney September 2007 - August 2009
Smith Barney 1998 - 2007
Skills
Series 3, Series 7, Series 63, Series 65, series 9, Series 10, Life & Disability...
Education
Central Washington University 1988 — 1992
BS Business Admin, Finance and Human Resource Mgmt
Morgan Stanley Smith Barney February 1993 - Present
Smith Barney September 2007 - August 2009
Smith Barney 1998 - 2007
Skills
Series 3, Series 7, Series 63, Series 65, series 9, Series 10, Life & Disability...
Education
Central Washington University 1988 — 1992
BS Business Admin, Finance and Human Resource Mgmt
marlyn zatuchney's Morgan Stanley Smith Barney Experience 1975 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley Smith barney 1975 - 2009
Skills
Retirement Planning, Mutual Funds, Insurance, Fixed Annuities, Series 7, Retirement, Wealth Management, Series 6, Asset Allocation
Education
City University of New York-Brooklyn College 1963 — 1967
business
Morgan Stanley Smith barney 1975 - 2009
Skills
Retirement Planning, Mutual Funds, Insurance, Fixed Annuities, Series 7, Retirement, Wealth Management, Series 6, Asset Allocation
Education
City University of New York-Brooklyn College 1963 — 1967
business
Alexandra Strimling's Morgan Stanley Smith Barney Experience May 1997 - November 1998
Job Financial Paraplanner / Office Mgr at Greco ~ Nader & Associates
Industry Financial Services
Experience
Greco Nader & Associates October 2004 - December 2012
Booz Allen Hamilton December 2002 - October 2004
PaineWebber November 1998 - September 2001
Morgan Stanley Smith Barney May 1997 - November 1998
Education
Comet School of Technology 2001 — 2002
Coursework in Oracle 8i Database Administration, Unix Administration, Data Modeling
Modern Computer Resources 1996 — 1997
Coursework in Mainframe Application Programming
Brooklyn College 1984 — 1990
Bachelor of Admin, Economics
Greco Nader & Associates October 2004 - December 2012
Booz Allen Hamilton December 2002 - October 2004
PaineWebber November 1998 - September 2001
Morgan Stanley Smith Barney May 1997 - November 1998
Education
Comet School of Technology 2001 — 2002
Coursework in Oracle 8i Database Administration, Unix Administration, Data Modeling
Modern Computer Resources 1996 — 1997
Coursework in Mainframe Application Programming
Brooklyn College 1984 — 1990
Bachelor of Admin, Economics
Jeffrey Reeves's Morgan Stanley Smith Barney Experience 2006 - 2006
Job Derivatives Trader (Options) at Belvedere Trading, LLC (MW Trading Group)
Industry Capital Markets
Experience
Belvedere Trading, LLC (MW Trading Group) March 2014 - Present
Belvedere Trading, LLC (MW Trading Group) July 2013 - March 2014
Belvedere Trading, LLC (MW Trading Group) August 2011 - July 2013
Belvedere Trading, LLC (MW Trading Group) March 2011 - August 2011
Belvedere Trading, LLC (MW Trading Group) December 2009 - March 2011
Self - Employed August 2009 - December 2009
Epic November 2008 - August 2009
Morgan Stanley Smith Barney 2006 - 2006
Skills
Trading, Equities, Options, Business Analysis, Data Analysis, Project Management, Financial Analysis, Strategy, Hedge Funds, Process Improvement, Microsoft Excel, Capital Markets, Trading Strategies, Derivatives, Risk Management, Hedging, Portfolio Management
Education
Carnegie Mellon University - Tepper School of Business 2003 — 2007
Bachelor of Science, Busines Administration & Entrepreneurial Studies
Parkland High School 1999 — 2003
Belvedere Trading, LLC (MW Trading Group) March 2014 - Present
Belvedere Trading, LLC (MW Trading Group) July 2013 - March 2014
Belvedere Trading, LLC (MW Trading Group) August 2011 - July 2013
Belvedere Trading, LLC (MW Trading Group) March 2011 - August 2011
Belvedere Trading, LLC (MW Trading Group) December 2009 - March 2011
Self - Employed August 2009 - December 2009
Epic November 2008 - August 2009
Morgan Stanley Smith Barney 2006 - 2006
Skills
Trading, Equities, Options, Business Analysis, Data Analysis, Project Management, Financial Analysis, Strategy, Hedge Funds, Process Improvement, Microsoft Excel, Capital Markets, Trading Strategies, Derivatives, Risk Management, Hedging, Portfolio Management
Education
Carnegie Mellon University - Tepper School of Business 2003 — 2007
Bachelor of Science, Busines Administration & Entrepreneurial Studies
Parkland High School 1999 — 2003
JD Leadam's Morgan Stanley Smith Barney Experience June 2010 - July 2011
Job CEO & Founder of Neurolectrics Inc.
Industry Consumer Electronics
Experience
Neurolectrics Inc. November 2013 - Present
Eco-Plastic Sustainability Company January 2011 - September 2014
San Jose State University August 2011 - May 2014
Morgan Stanley Smith Barney June 2010 - July 2011
818 Studios April 2005 - June 2008
Skills
Entrepreneurship, Public Speaking, Social Networking, Social Media, Advertising, Online Advertising, Microsoft Office, Leadership, Marketing, Online Marketing, Social Media Marketing, Web Design
Education
San Jose State University 2011 — 2013
Business Admin / Entrepreneurship, Business & Entrepreneurship
Moorpark College 2008 — 2010
Associate of Science (A.S.), Business Finance
Citrus College 2008 — 2009
Business
Neurolectrics Inc. November 2013 - Present
Eco-Plastic Sustainability Company January 2011 - September 2014
San Jose State University August 2011 - May 2014
Morgan Stanley Smith Barney June 2010 - July 2011
818 Studios April 2005 - June 2008
Skills
Entrepreneurship, Public Speaking, Social Networking, Social Media, Advertising, Online Advertising, Microsoft Office, Leadership, Marketing, Online Marketing, Social Media Marketing, Web Design
Education
San Jose State University 2011 — 2013
Business Admin / Entrepreneurship, Business & Entrepreneurship
Moorpark College 2008 — 2010
Associate of Science (A.S.), Business Finance
Citrus College 2008 — 2009
Business
Karen Betzag's Morgan Stanley Smith Barney Experience November 2010 - Present
Job Registered Associate
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 2010 - Present
Morgan Stanley May 2007 - November 2010
Smith Barney July 1996 - May 2007
Skills
Series 7, Series 63, Series 9
Education
City University of New York-College of Staten Island 1990 — 1994
BA, Political Science Major Public Administration Minor
Morgan Stanley Smith Barney November 2010 - Present
Morgan Stanley May 2007 - November 2010
Smith Barney July 1996 - May 2007
Skills
Series 7, Series 63, Series 9
Education
City University of New York-College of Staten Island 1990 — 1994
BA, Political Science Major Public Administration Minor
Quinn Gideon's Morgan Stanley Smith Barney Experience September 2008 - December 2008
Job Sales Development at Kurtosys Systems
Industry Financial Services
Experience
Kurtosys Systems September 2015 - Present
JPMorgan Chase Bank September 2012 - September 2015
JPMorgan Chase Bank May 2010 - August 2012
Morgan Stanley Smith Barney September 2008 - December 2008
Skills
Retail Banking, Financial Services, Account Management, CRM, Sales, Private Banking, Key Client Relationships, Client Relationships..., Data Management, Team Management, Data Analysis, Regulatory Compliance, Start-ups, Google Docs, Google Adwords, WordPress, App Store, Mortgage Lending, Investments, Banking, Insurance, Finance, Management, Strategic Partnerships, Portfolio Management
Education
City University of New York-College of Staten Island 2004 — 2008
BS, Marketing/ Finance, GPA 3.5
Kurtosys Systems September 2015 - Present
JPMorgan Chase Bank September 2012 - September 2015
JPMorgan Chase Bank May 2010 - August 2012
Morgan Stanley Smith Barney September 2008 - December 2008
Skills
Retail Banking, Financial Services, Account Management, CRM, Sales, Private Banking, Key Client Relationships, Client Relationships..., Data Management, Team Management, Data Analysis, Regulatory Compliance, Start-ups, Google Docs, Google Adwords, WordPress, App Store, Mortgage Lending, Investments, Banking, Insurance, Finance, Management, Strategic Partnerships, Portfolio Management
Education
City University of New York-College of Staten Island 2004 — 2008
BS, Marketing/ Finance, GPA 3.5
Bruce Keeler's Morgan Stanley Smith Barney Experience 1990 - 2009
Job retired from Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 1990 - 2009
Education
Carleton College 1959 — 1963
Morgan Stanley Smith Barney 1990 - 2009
Education
Carleton College 1959 — 1963
Mark Medina's Morgan Stanley Smith Barney Experience June 2010 - April 2011
Job Insurance Underwriter at CIM Brokerage
Industry Banking
Experience
CIM Brokerage June 2011 - June 2014
Morgan Stanley Smith Barney June 2010 - April 2011
Wakefield Properties March 2009 - April 2010
Penn Mutual September 2009 - January 2010
Skills
Financial Analysis, Microsoft Excel, Microsoft Word, Spanish, Marketing, Quantitative Finance, Access Database, Insurance, Real Estate Transactions, Stock Research, Time Value of Money, Financial Modeling
Education
City University of New York-Herbert H. Lehman College 2013 — 2014
Bachelor of Arts (B.A.), Mathematics, 4.0
College of Mount Saint Vincent 2005 — 2009
B.A, Business
Herbert H Lehman High School 2001 — 2005
CIM Brokerage June 2011 - June 2014
Morgan Stanley Smith Barney June 2010 - April 2011
Wakefield Properties March 2009 - April 2010
Penn Mutual September 2009 - January 2010
Skills
Financial Analysis, Microsoft Excel, Microsoft Word, Spanish, Marketing, Quantitative Finance, Access Database, Insurance, Real Estate Transactions, Stock Research, Time Value of Money, Financial Modeling
Education
City University of New York-Herbert H. Lehman College 2013 — 2014
Bachelor of Arts (B.A.), Mathematics, 4.0
College of Mount Saint Vincent 2005 — 2009
B.A, Business
Herbert H Lehman High School 2001 — 2005
Barbara Panik's Morgan Stanley Smith Barney Experience 1990 - 2000
Job Realtor at Century 21 Keim
Industry Real Estate
Experience
Century 21 Keim February 2009 - Present
Morgan Stanley Smith Barney 1990 - 2000
Skills
Credit, Account Management, Sales, Negotiation, Customer Service, Marketing
Education
Central Pennsylvania College 1975 — 1977
Associate's degree, Accounting
Conestoga Valley High School 1971 — 1975
Century 21 Keim February 2009 - Present
Morgan Stanley Smith Barney 1990 - 2000
Skills
Credit, Account Management, Sales, Negotiation, Customer Service, Marketing
Education
Central Pennsylvania College 1975 — 1977
Associate's degree, Accounting
Conestoga Valley High School 1971 — 1975
Ray Hodell's Morgan Stanley Smith Barney Experience May 2000 - Present
Job Systems Analyst at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2000 - Present
Education
City University of New York City College 1963 — 1969
B.S., Chemistry
Morgan Stanley Smith Barney May 2000 - Present
Education
City University of New York City College 1963 — 1969
B.S., Chemistry
Steven Hochman's Morgan Stanley Smith Barney Experience May 2010 - February 2013
Job Senior Tax Analyst at BNP Paribas
Industry Financial Services
Experience
BNP Paribas May 2013 - Present
Deutsche Bank March 2013 - May 2013
Morgan Stanley Smith Barney May 2010 - February 2013
Morgan Stanley January 2008 - April 2010
Morgan Stanley January 2007 - December 2007
Morgan Stanley April 1999 - December 2006
Morgan Stanley Dean Witter September 1996 - April 1999
Skills
Tax, Securities, Financial Analysis, Account Reconciliation, Valuation, Banking, Fixed Income, Corporate Actions, Tax Reporting, Equities, Series 7, High Net Worth..., Portfolio Management, Mutual Funds, Prime Brokerage, Alternative Investments, Capital Markets, Mergers & Acquisitions, Cost Basis Reporting, Financial Risk, Structured Products, Hedge Funds, Bloomberg, Bonds, Financial Services, Analysis
Education
City University of New York-Brooklyn College 1988 — 1993
B.S., Accounting
Canarsie High School 1985 — 1988
BNP Paribas May 2013 - Present
Deutsche Bank March 2013 - May 2013
Morgan Stanley Smith Barney May 2010 - February 2013
Morgan Stanley January 2008 - April 2010
Morgan Stanley January 2007 - December 2007
Morgan Stanley April 1999 - December 2006
Morgan Stanley Dean Witter September 1996 - April 1999
Skills
Tax, Securities, Financial Analysis, Account Reconciliation, Valuation, Banking, Fixed Income, Corporate Actions, Tax Reporting, Equities, Series 7, High Net Worth..., Portfolio Management, Mutual Funds, Prime Brokerage, Alternative Investments, Capital Markets, Mergers & Acquisitions, Cost Basis Reporting, Financial Risk, Structured Products, Hedge Funds, Bloomberg, Bonds, Financial Services, Analysis
Education
City University of New York-Brooklyn College 1988 — 1993
B.S., Accounting
Canarsie High School 1985 — 1988
Sal DiBenedetto's Morgan Stanley Smith Barney Experience April 2007 - May 2010
Job Financial Services Professional
Industry
Experience
Morgan Stanley Smith Barney April 2007 - May 2010
Education
City University of New York-College of Staten Island
Bachelors, Finance
Morgan Stanley Smith Barney April 2007 - May 2010
Education
City University of New York-College of Staten Island
Bachelors, Finance
Jane Werthmann's Morgan Stanley Smith Barney Experience April 2004 - September 2010
Job Administrative Assistant to Chairman and CEO at Central NationalGottesman Inc.
Industry Financial Services
Experience
Central National-Gottesman Inc. January 2011 - Present
Morgan Stanley Smith Barney April 2004 - September 2010
Skills
Notary for the state of..., Event Management, Public Relations, Customer Service, PowerPoint, Microsoft Excel, Social Media, Public Speaking, Microsoft Word, Outlook, Fundraising, Microsoft Office, Administration, Research, Social Networking, Editing, Event Planning, Nonprofits, Management, Leadership
Education
Charter Oak State College 2011 — 2012
Bachelor of Arts (BA), History, 3.7
grip
grip
grip
Central National-Gottesman Inc. January 2011 - Present
Morgan Stanley Smith Barney April 2004 - September 2010
Skills
Notary for the state of..., Event Management, Public Relations, Customer Service, PowerPoint, Microsoft Excel, Social Media, Public Speaking, Microsoft Word, Outlook, Fundraising, Microsoft Office, Administration, Research, Social Networking, Editing, Event Planning, Nonprofits, Management, Leadership
Education
Charter Oak State College 2011 — 2012
Bachelor of Arts (BA), History, 3.7
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Dilim Okolo's Morgan Stanley Smith Barney Experience June 2006 - November 2011
Job Manager at SAS Inc.
Industry Wholesale
Experience
SAS Inc. July 2012 - Present
Jubilee Support Alliance 2012 - 2012
Morgan Stanley Smith Barney June 2006 - November 2011
Skills
Strategic Planning
Education
Carnegie Mellon University 2001 — 2005
Business Administration
Tecnológico de Monterrey
Thomas S. Wooton HS
SAS Inc. July 2012 - Present
Jubilee Support Alliance 2012 - 2012
Morgan Stanley Smith Barney June 2006 - November 2011
Skills
Strategic Planning
Education
Carnegie Mellon University 2001 — 2005
Business Administration
Tecnológico de Monterrey
Thomas S. Wooton HS
Fran Quinn's Morgan Stanley Smith Barney Experience September 1998 - June 2010
Job Financial Services Professional
Industry Financial Services
Experience
StaffMark / BNY Mellon July 2013 - January 2014
ProUnlimited / BlackRock August 2011 - August 2012
Morgan Stanley Smith Barney September 1998 - June 2010
Skills
Series 7, Business Analysis
Education
City University of New York-Brooklyn College 1989 — 1993
Bachelor of Science, Business, Management & Finance
StaffMark / BNY Mellon July 2013 - January 2014
ProUnlimited / BlackRock August 2011 - August 2012
Morgan Stanley Smith Barney September 1998 - June 2010
Skills
Series 7, Business Analysis
Education
City University of New York-Brooklyn College 1989 — 1993
Bachelor of Science, Business, Management & Finance
Marsha johnson-arends's Morgan Stanley Smith Barney Experience February 1981 - Present
Job Vice President, Complex Risk Officer at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 1981 - Present
Skills
Series 7, Series 65, FINRA, Securities, Hedge Funds, Wealth Management, Mutual Funds, Asset Managment, Equities, Investments, Trading, Financial Risk, Uniform Combined State..., Fixed Income, Investment Advisory, Asset Allocation, Alternative Investments, Series 63, Series 24, Risk Management, Asset Management, AML, Securities Regulation, KYC, Options, Anti Money Laundering, Capital Markets
Education
City University of New York-Brooklyn College
Morgan Stanley Smith Barney February 1981 - Present
Skills
Series 7, Series 65, FINRA, Securities, Hedge Funds, Wealth Management, Mutual Funds, Asset Managment, Equities, Investments, Trading, Financial Risk, Uniform Combined State..., Fixed Income, Investment Advisory, Asset Allocation, Alternative Investments, Series 63, Series 24, Risk Management, Asset Management, AML, Securities Regulation, KYC, Options, Anti Money Laundering, Capital Markets
Education
City University of New York-Brooklyn College
Joe Loforte's Morgan Stanley Smith Barney Experience October 1991 - April 2013
Job Vice President Risk Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase September 2013 - Present
Morgan Stanley Smith Barney October 1991 - April 2013
Education
Brooklyn College
JPMorgan Chase September 2013 - Present
Morgan Stanley Smith Barney October 1991 - April 2013
Education
Brooklyn College
Mariellen Hairston's Morgan Stanley Smith Barney Experience April 2010 - Present
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2010 - Present
Old Republic Exchange Company (OREXCO) June 2006 - September 2009
Rieth Antonelli & Raj January 1996 - December 2005
Education
Capital University Law School 1996 — 1999
JD, Law
Ursuline College 1987 — 1992
BA, Communications/Psychology
Morgan Stanley Smith Barney April 2010 - Present
Old Republic Exchange Company (OREXCO) June 2006 - September 2009
Rieth Antonelli & Raj January 1996 - December 2005
Education
Capital University Law School 1996 — 1999
JD, Law
Ursuline College 1987 — 1992
BA, Communications/Psychology
Ahle Monika's Morgan Stanley Smith Barney Experience January 2011 - January 2014
Job Senior Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley Smith Barney January 2011 - January 2014
Skills
Financial Analysis, PeopleSoft, Employee Training, Payroll, Business Objects, Customer Service, Customer Satisfaction, Internal Audit, Essbase
Education
Saint John's University - Peter J. Tobin College of Business
MBA, Finance
Hunter College
Bachelor of Arts (B.A.), American Literature
Morgan Stanley January 2014 - Present
Morgan Stanley Smith Barney January 2011 - January 2014
Skills
Financial Analysis, PeopleSoft, Employee Training, Payroll, Business Objects, Customer Service, Customer Satisfaction, Internal Audit, Essbase
Education
Saint John's University - Peter J. Tobin College of Business
MBA, Finance
Hunter College
Bachelor of Arts (B.A.), American Literature
Kip Mack's Morgan Stanley Smith Barney Experience June 2004 - November 2010
Job President at CWM llc
Industry Investment Management
Experience
CWM llc November 2010 - Present
Morgan Stanley Smith Barney June 2004 - November 2010
UBS August 1991 - June 2004
Skills
Portfolio Management, Strategic Planning, New Business Development, Sales Management, Sales Process, Budgets, Strategic Partnerships, Start-ups, Forecasting, Negotiation, Management, Marketing Strategy, SaaS, Retail, Investments, Salesforce.com, Cross-functional Team..., Strategy, CRM, Program Management, Business Planning, Executive Management, Investment Advisory
Education
Central Michigan University 1988 — 1989
MBA, Business
Michigan State University 1983 — 1988
BA, Advertising
CWM llc November 2010 - Present
Morgan Stanley Smith Barney June 2004 - November 2010
UBS August 1991 - June 2004
Skills
Portfolio Management, Strategic Planning, New Business Development, Sales Management, Sales Process, Budgets, Strategic Partnerships, Start-ups, Forecasting, Negotiation, Management, Marketing Strategy, SaaS, Retail, Investments, Salesforce.com, Cross-functional Team..., Strategy, CRM, Program Management, Business Planning, Executive Management, Investment Advisory
Education
Central Michigan University 1988 — 1989
MBA, Business
Michigan State University 1983 — 1988
BA, Advertising
Bence Szasz's Morgan Stanley Smith Barney Experience May 2006 - Present
Job Desk Strategist at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2006 - Present
Morgan Stanley 2006 - Present
Education
Central European University 2004 — 2006
M. A, Economics
Morgan Stanley Smith Barney May 2006 - Present
Morgan Stanley 2006 - Present
Education
Central European University 2004 — 2006
M. A, Economics
Amanda Bolenbaugh's Morgan Stanley Smith Barney Experience October 2009 - September 2010
Job Attorney
Industry Law Practice
Experience
Franklin County Probate Court May 2013 - July 2013
Mid-Ohio Regional Planning Commission January 2013 - April 2013
Just Energy January 2011 - July 2011
Morgan Stanley Smith Barney October 2009 - September 2010
Morgan Stanley September 2007 - October 2009
Skills
Analysis, Legal Writing, Research, Finance, Nonprofits, Management, Legal Issues, Auditing, FINRA, Legal Research, Westlaw, LexisNexis, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word
Education
Capital University Law School 2011 — 2014
Juris Doctor (J.D.)
The Ohio State University 2004 — 2007
BS, Agriculture
Franklin County Probate Court May 2013 - July 2013
Mid-Ohio Regional Planning Commission January 2013 - April 2013
Just Energy January 2011 - July 2011
Morgan Stanley Smith Barney October 2009 - September 2010
Morgan Stanley September 2007 - October 2009
Skills
Analysis, Legal Writing, Research, Finance, Nonprofits, Management, Legal Issues, Auditing, FINRA, Legal Research, Westlaw, LexisNexis, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word
Education
Capital University Law School 2011 — 2014
Juris Doctor (J.D.)
The Ohio State University 2004 — 2007
BS, Agriculture
Benjamin Reches's Morgan Stanley Smith Barney Experience
Job Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney
Skills
Portfolio Management, Equities, Fixed Income, Wealth Management, Series 7
Education
City University of New York-Brooklyn College 1976 — 1978
Bachelor of Applied Science (BASc), Computer Science
Morgan Stanley Smith Barney
Skills
Portfolio Management, Equities, Fixed Income, Wealth Management, Series 7
Education
City University of New York-Brooklyn College 1976 — 1978
Bachelor of Applied Science (BASc), Computer Science
Ian Goralnick's Morgan Stanley Smith Barney Experience 2011 - 2011
Job Staff Accountant at Traner Smith & Co.
Industry Accounting
Experience
Traner Smith & Co., PLLC July 2013 - Present
AFx Capital Management February 2013 - April 2013
Univar July 2012 - February 2013
Morgan Stanley Smith Barney 2011 - 2011
Skills
Financial Reporting, Accounting, Accounts Payable, Financial Analysis, Microsoft Office
Education
Central Washington University 2006 — 2011
Accounting & Finance, Accounting, Finance, Economics, Strategic Management
Traner Smith & Co., PLLC July 2013 - Present
AFx Capital Management February 2013 - April 2013
Univar July 2012 - February 2013
Morgan Stanley Smith Barney 2011 - 2011
Skills
Financial Reporting, Accounting, Accounts Payable, Financial Analysis, Microsoft Office
Education
Central Washington University 2006 — 2011
Accounting & Finance, Accounting, Finance, Economics, Strategic Management
Barry Schoenfeld's Morgan Stanley Smith Barney Experience April 1996 - April 2010
Job Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2010 - Present
Morgan Stanley Smith Barney April 1996 - April 2010
Paine Webber February 1982 - April 1994
Education
City University of New York City College
Wells Fargo Advisors April 2010 - Present
Morgan Stanley Smith Barney April 1996 - April 2010
Paine Webber February 1982 - April 1994
Education
City University of New York City College
Fred Weingart's Morgan Stanley Smith Barney Experience November 2011 - Present
Job Financial Advisor First Vice PresidentWealth Management at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 2011 - Present
UBS Wealth Management July 2002 - November 2011
KIDS EXPRESS May 1993 - July 2002
Education
Brooklyn College 1972 — 1977
Bachelor of Science (BS), Accounting
Lafayette High School 1970 — 1972
Morgan Stanley Smith Barney November 2011 - Present
UBS Wealth Management July 2002 - November 2011
KIDS EXPRESS May 1993 - July 2002
Education
Brooklyn College 1972 — 1977
Bachelor of Science (BS), Accounting
Lafayette High School 1970 — 1972
Anita Charette's Morgan Stanley Smith Barney Experience October 1982 - Present
Job Divisional Risk Officer at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 1982 - Present
Skills
Alternative Investments, Analysis, Mutual Funds, Operational Risk..., Securities, Strategic Financial..., Hedge Funds, Derivatives, Retirement Planning, Investments, Series 63, PowerPoint, Microsoft Excel, Options, Risk Management, Finance, Series 7, Wealth Management, Equities, Bonds, ETFs, Credit Risk, Estate Planning, Series 24, Uniform Combined State..., Loans, Investment Advisory, Fixed Income, Financial Services, Capital Markets, Trading, Financial Modeling, Asset Management, Bloomberg, Financial Risk, FINRA, Wealth Management..., Data Analysis, Insurance, Portfolio Management, Series 65, Financial Advisory, Strategic Planning, Investment Strategies, Asset Allocation, Investment Banking, Financial Analysis, Microsoft Office, Retirement
Education
Chestnut Hill College
Bachelor of Arts (B.A.), Psychology
Morgan Stanley Smith Barney October 1982 - Present
Skills
Alternative Investments, Analysis, Mutual Funds, Operational Risk..., Securities, Strategic Financial..., Hedge Funds, Derivatives, Retirement Planning, Investments, Series 63, PowerPoint, Microsoft Excel, Options, Risk Management, Finance, Series 7, Wealth Management, Equities, Bonds, ETFs, Credit Risk, Estate Planning, Series 24, Uniform Combined State..., Loans, Investment Advisory, Fixed Income, Financial Services, Capital Markets, Trading, Financial Modeling, Asset Management, Bloomberg, Financial Risk, FINRA, Wealth Management..., Data Analysis, Insurance, Portfolio Management, Series 65, Financial Advisory, Strategic Planning, Investment Strategies, Asset Allocation, Investment Banking, Financial Analysis, Microsoft Office, Retirement
Education
Chestnut Hill College
Bachelor of Arts (B.A.), Psychology
Olga Triola's Morgan Stanley Smith Barney Experience 2001 - 2003
Job Business Planner at Merck & Company, Inc
Industry Pharmaceuticals
Experience
Merck & Company, Inc 2009 - Present
Merck & Company, Inc 2007 - 2009
Merck & Company, Inc 2005 - 2007
Morgan Stanley Smith Barney 2001 - 2003
Skills
Financial Analysis, Pharmaceutical Industry
Education
Carnegie Mellon University - Tepper School of Business 2003 — 2005
Master of Business Administration (M.B.A.), Finance/Strategy
The Ohio State University - The Max M. Fisher College of Business 1997 — 2001
Bachelor of Science (B.S.), Business Administration/ Finance
Merck & Company, Inc 2009 - Present
Merck & Company, Inc 2007 - 2009
Merck & Company, Inc 2005 - 2007
Morgan Stanley Smith Barney 2001 - 2003
Skills
Financial Analysis, Pharmaceutical Industry
Education
Carnegie Mellon University - Tepper School of Business 2003 — 2005
Master of Business Administration (M.B.A.), Finance/Strategy
The Ohio State University - The Max M. Fisher College of Business 1997 — 2001
Bachelor of Science (B.S.), Business Administration/ Finance
Ann Callender's Morgan Stanley Smith Barney Experience 1990 - 1995
Job Case manager at HRA
Industry Human Resources
Experience
HRA January 2001 - Present
New York City Police Department September 1997 - January 2001
Morgan Stanley Smith Barney 1990 - 1995
Education
Brooklyn College
Bachelor of Arts (BA), Sociology
HRA January 2001 - Present
New York City Police Department September 1997 - January 2001
Morgan Stanley Smith Barney 1990 - 1995
Education
Brooklyn College
Bachelor of Arts (BA), Sociology
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.