Morgan Stanley Smith Barney
Industry: Financial services company
DescriptionMorgan Stanley Wealth Management is an American multinational financial services corporation specializing in retail brokerage. It is the wealth & asset management division of Morgan Stanley. Customer service: 00 1 801-617-9150 Assets under management: 2.05 trillion USD (2014) CEO: James P. Gorman (Jan 2012–) Headquarters: Purchase, Harrison, New York, United States Parent organization: Morgan Stanley Domestic Holdings Inc Founders: Charles D. Barney, Edward B. Smith
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Morgan Stanley Smith Barney Employees
Employee
Years
Job
Industry
Alex Myers, CFP® Alex Myers, CFP®'s Morgan Stanley Smith Barney Experience June 2004 - June 2009
Job Managing Director, CERTIFIED FINANCIAL PLANNER™ and Branch Director, Kairos Wealth Advisors of Raymond James
Industry Financial Services
Experience
Kairos Wealth Advisors of Raymond James June 2009 - Present
Morgan Stanley Smith Barney June 2004 - June 2009
Education
College for Financial Planning 2009 — 2010
CFP(R) certification program
College for Financial Planning 2004 — 2005
Accredited Asset Management Specialist
Loyola University Maryland 2000 — 2004
Bachelor's of Business Administration, Finance
Kairos Wealth Advisors of Raymond James June 2009 - Present
Morgan Stanley Smith Barney June 2004 - June 2009
Education
College for Financial Planning 2009 — 2010
CFP(R) certification program
College for Financial Planning 2004 — 2005
Accredited Asset Management Specialist
Loyola University Maryland 2000 — 2004
Bachelor's of Business Administration, Finance
Rebecca Goldberg Rebecca Goldberg's Morgan Stanley Smith Barney Experience June 2010 - June 2011
Job Reservations/Yield Manager at The Orchard Hotels
Industry Hospitality
Experience
The Orchard Hotels May 2015 - Present
The Orchard Hotels July 2014 - June 2015
The Orchard Hotels April 2013 - June 2015
The Orchard Hotels January 2012 - June 2015
The Orchard Hotels January 2012 - April 2013
The Orchard Hotels June 2011 - December 2011
Morgan Stanley Smith Barney June 2010 - June 2011
Skills
Front Office, Hotels, Hospitality, Revenue Analysis, Food & Beverage, Resorts, Event Planning, Event Management, Hospitality Management, Hotel Management, Customer Service, Hospitality Industry, PowerPoint, Microsoft Word, Sales, Property Management..., Restaurants, Team Building, Tourism, Schedules, Pre-opening, Rooms Division
Education
San Francisco State University 2007 — 2011
Bachelors of Science, Hospitality Management
College of the Canyons 2004 — 2007
The Orchard Hotels May 2015 - Present
The Orchard Hotels July 2014 - June 2015
The Orchard Hotels April 2013 - June 2015
The Orchard Hotels January 2012 - June 2015
The Orchard Hotels January 2012 - April 2013
The Orchard Hotels June 2011 - December 2011
Morgan Stanley Smith Barney June 2010 - June 2011
Skills
Front Office, Hotels, Hospitality, Revenue Analysis, Food & Beverage, Resorts, Event Planning, Event Management, Hospitality Management, Hotel Management, Customer Service, Hospitality Industry, PowerPoint, Microsoft Word, Sales, Property Management..., Restaurants, Team Building, Tourism, Schedules, Pre-opening, Rooms Division
Education
San Francisco State University 2007 — 2011
Bachelors of Science, Hospitality Management
College of the Canyons 2004 — 2007
Corey Owen ChFC CFP®'s Morgan Stanley Smith Barney Experience May 2010 - February 2012
Job Private Client Advisor at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. February 2012 - Present
Morgan Stanley Smith Barney May 2010 - February 2012
CB Financial Group LLC/Farm Bureau Financial February 2006 - April 2010
Arizona Army National Guard February 2001 - December 2008
Education
Grand Canyon University 2015 — 2017
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
The American College 2013 — 2014
Chartered Financial Consultant designation, Finance and Financial Management Services
College for Financial Planning 2007 — 2009
Certified Financial Planner, Financial Planning and Services
Northern Arizona University 2002 — 2006
dual major, Advertising, Public Relations
JP Morgan Chase Bank, N.A. February 2012 - Present
Morgan Stanley Smith Barney May 2010 - February 2012
CB Financial Group LLC/Farm Bureau Financial February 2006 - April 2010
Arizona Army National Guard February 2001 - December 2008
Education
Grand Canyon University 2015 — 2017
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
The American College 2013 — 2014
Chartered Financial Consultant designation, Finance and Financial Management Services
College for Financial Planning 2007 — 2009
Certified Financial Planner, Financial Planning and Services
Northern Arizona University 2002 — 2006
dual major, Advertising, Public Relations
Annamarie Tesoro Porter Annamarie Tesoro Porter's Morgan Stanley Smith Barney Experience 1982 - 1991
Job Assistant Property Manager at Coy D. Estes Senior Housing
Industry Executive Office
Experience
Coy D. Estes Senior Housing April 2011 - Present
City of Upland 2007 - Present
Morgan Stanley Smith Barney 1982 - 1991
Skills
Small Business, Microsoft Excel, Team Building, Notary Public, Administrative..., Nonprofits, Office Management, Spreadsheets, CERT - Community..., California Notary Public, Housing Specialist, Living Trust Review, Contracts - Home..., PowerPoint, Process Improvement, Customer Service, Continuous Improvement, Public Speaking, Research, Training, Troubleshooting, Business Development, Coaching, Contract Negotiation, Event Planning, Editing, Entrepreneurship, Fundraising, Finance, Government, Microsoft Office, Microsoft Word, Project Management, Negotiation, Market Research, Time Management, Youth Mentoring, Yardi
Education
Universidy of LaVerne 2009 — 2010
Bachelor's Degree, Business Administration and Management, General
University of La Verne 2009 — 2010
BA, Business Administration
College for Financial Planning
Certified Financial Planner, Financial Planning and Services
Coy D. Estes Senior Housing April 2011 - Present
City of Upland 2007 - Present
Morgan Stanley Smith Barney 1982 - 1991
Skills
Small Business, Microsoft Excel, Team Building, Notary Public, Administrative..., Nonprofits, Office Management, Spreadsheets, CERT - Community..., California Notary Public, Housing Specialist, Living Trust Review, Contracts - Home..., PowerPoint, Process Improvement, Customer Service, Continuous Improvement, Public Speaking, Research, Training, Troubleshooting, Business Development, Coaching, Contract Negotiation, Event Planning, Editing, Entrepreneurship, Fundraising, Finance, Government, Microsoft Office, Microsoft Word, Project Management, Negotiation, Market Research, Time Management, Youth Mentoring, Yardi
Education
Universidy of LaVerne 2009 — 2010
Bachelor's Degree, Business Administration and Management, General
University of La Verne 2009 — 2010
BA, Business Administration
College for Financial Planning
Certified Financial Planner, Financial Planning and Services
Kristine Graun, ND Kristine Graun, ND's Morgan Stanley Smith Barney Experience June 2000 - May 2005
Job Instructor at Brown Mackie College
Industry Medical Practice
Experience
Brown Mackie College July 2015 - Present
Community Healthcare System March 2015 - Present
Community Healthcare System May 2014 - March 2015
Graun Natural Health January 2010 - October 2013
HyperQuest January 2007 - August 2007
Morgan Stanley Smith Barney June 2000 - May 2005
Skills
Customer Service, Nutrition, Microsoft Office, PowerPoint, Public Speaking, Wellness, Sales, Management, Research, Marketing Strategy, Nutritional Counseling, Microsoft Excel, Leadership, Strategic Planning, Microsoft Word, Healthcare, Marketing, Project Management, Clinical Nutrition, Alternative Medicine, Homeopathy, Prevention, Holistic Health
Education
National University of Health Sciences 2007 — 2011
Doctorate, Naturopathic Medicine/Naturopathy
DePaul University 2004 — 2006
B.S., Marketing and Sales
College of DuPage 2002 — 2004
Bachelor of Science (BS), Marketing
Brown Mackie College July 2015 - Present
Community Healthcare System March 2015 - Present
Community Healthcare System May 2014 - March 2015
Graun Natural Health January 2010 - October 2013
HyperQuest January 2007 - August 2007
Morgan Stanley Smith Barney June 2000 - May 2005
Skills
Customer Service, Nutrition, Microsoft Office, PowerPoint, Public Speaking, Wellness, Sales, Management, Research, Marketing Strategy, Nutritional Counseling, Microsoft Excel, Leadership, Strategic Planning, Microsoft Word, Healthcare, Marketing, Project Management, Clinical Nutrition, Alternative Medicine, Homeopathy, Prevention, Holistic Health
Education
National University of Health Sciences 2007 — 2011
Doctorate, Naturopathic Medicine/Naturopathy
DePaul University 2004 — 2006
B.S., Marketing and Sales
College of DuPage 2002 — 2004
Bachelor of Science (BS), Marketing
Ben Marriott Ben Marriott's Morgan Stanley Smith Barney Experience October 2003 - September 2004
Job IT Operations Manager at Wilbanks Securities
Industry Financial Services
Experience
Wilbanks Securities July 2013 - Present
APMEX Inc January 2012 - July 2013
Bob Moore Auto Group April 2011 - January 2012
Fowler Honda July 2010 - March 2011
Group 1 Automotive March 2007 - July 2010
Wilbanks Securities June 2005 - March 2007
Morgan Stanley Smith Barney October 2003 - September 2004
Skills
Forecasting, Sales, Customer Service, Account Management, Customer Satisfaction, Sales Management, Microsoft Excel, Business Development, Budgets, Selling, Automotive, Negotiation, New Business Development, Retail, Team Building, Management
Education
University of Central Oklahoma - College of Business Administration 2002 — 2005
Bachelor's degree, Finance, General
Oklahoma State University 2000 — 2002
Undergraduate Courses
Wilbanks Securities July 2013 - Present
APMEX Inc January 2012 - July 2013
Bob Moore Auto Group April 2011 - January 2012
Fowler Honda July 2010 - March 2011
Group 1 Automotive March 2007 - July 2010
Wilbanks Securities June 2005 - March 2007
Morgan Stanley Smith Barney October 2003 - September 2004
Skills
Forecasting, Sales, Customer Service, Account Management, Customer Satisfaction, Sales Management, Microsoft Excel, Business Development, Budgets, Selling, Automotive, Negotiation, New Business Development, Retail, Team Building, Management
Education
University of Central Oklahoma - College of Business Administration 2002 — 2005
Bachelor's degree, Finance, General
Oklahoma State University 2000 — 2002
Undergraduate Courses
Brian A. Smith's Morgan Stanley Smith Barney Experience December 2006 - May 2010
Job Business Development Manager, Private Equity Advisor, Independent Wealth Manager
Industry Venture Capital & Private Equity
Experience
MindChild Medical, Inc. June 2010 - Present
THINK LOUD ADVISORS May 2010 - Present
Cheviot Value Management, LLC August 2011 - Present
Morgan Stanley Smith Barney December 2006 - May 2010
March of Dimes January 2007 - April 2010
Abbott July 2002 - August 2007
Reebok 1999 - 2002
New Balance 1997 - 1999
Education
College of Marin 1994 — 1995
Londonderry 1988 — 1992
Franklin Pierce College
marketing
University of New Hampshire-Manchester
communications
MindChild Medical, Inc. June 2010 - Present
THINK LOUD ADVISORS May 2010 - Present
Cheviot Value Management, LLC August 2011 - Present
Morgan Stanley Smith Barney December 2006 - May 2010
March of Dimes January 2007 - April 2010
Abbott July 2002 - August 2007
Reebok 1999 - 2002
New Balance 1997 - 1999
Education
College of Marin 1994 — 1995
Londonderry 1988 — 1992
Franklin Pierce College
marketing
University of New Hampshire-Manchester
communications
Nathan Monroe, CFP®, MBA, MS Nathan Monroe, CFP®, MBA, MS's Morgan Stanley Smith Barney Experience September 2004 - September 2010
Job LPL Financial Advisor/Vice President at Old National Bank
Industry Financial Services
Experience
Old National Investments September 2010 - Present
Morgan Stanley Smith Barney September 2004 - September 2010
U.S. Army September 1999 - September 2004
Skills
Asset Management, Retirement Planning, Wealth Management, Estate Planning, 401k, 401k Rollovers, Debt Management, Risk Management, Investment Management, Stocks, Equities, Annuities, Fixed Income, ETFs, Mutual Funds, Structured Products, Business Process, Social Networking, Business Networking, Financial Analysis, Retirement, Financial Services, Fixed Annuities, Securities, Asset Managment, Credit, Financial Advisory, Financial Planners, Finance, Insurance, Wealth, Financial Planning, Small Business, Customer Service, Management, Portfolio Management, Investments, Strategic Planning
Education
College for Financial Planning 2014 — 2015
Master of Science (M.S.), Finance
College for Financial Planning 2012 — 2013
Master of Science (M.S.), Personal Financial Planning, 3.68 G.P.A.
University of Evansville 2009 — 2011
Master of Science (M.S.), Public Service Administration, 3.92 G.P.A.
The University of Texas at El Paso 2000 — 2003
Master of Business Administration (M.B.A.), General Business, 3.90 G.P.A.
Florida Southern College 1995 — 1999
Bachelor of Science (B.S.), Psychology/Sociology/Criminology, 3.72 G.P.A.
Milaca High School 1991 — 1995
Diploma, College Preparatory, 2.6 G.P.A.
Old National Investments September 2010 - Present
Morgan Stanley Smith Barney September 2004 - September 2010
U.S. Army September 1999 - September 2004
Skills
Asset Management, Retirement Planning, Wealth Management, Estate Planning, 401k, 401k Rollovers, Debt Management, Risk Management, Investment Management, Stocks, Equities, Annuities, Fixed Income, ETFs, Mutual Funds, Structured Products, Business Process, Social Networking, Business Networking, Financial Analysis, Retirement, Financial Services, Fixed Annuities, Securities, Asset Managment, Credit, Financial Advisory, Financial Planners, Finance, Insurance, Wealth, Financial Planning, Small Business, Customer Service, Management, Portfolio Management, Investments, Strategic Planning
Education
College for Financial Planning 2014 — 2015
Master of Science (M.S.), Finance
College for Financial Planning 2012 — 2013
Master of Science (M.S.), Personal Financial Planning, 3.68 G.P.A.
University of Evansville 2009 — 2011
Master of Science (M.S.), Public Service Administration, 3.92 G.P.A.
The University of Texas at El Paso 2000 — 2003
Master of Business Administration (M.B.A.), General Business, 3.90 G.P.A.
Florida Southern College 1995 — 1999
Bachelor of Science (B.S.), Psychology/Sociology/Criminology, 3.72 G.P.A.
Milaca High School 1991 — 1995
Diploma, College Preparatory, 2.6 G.P.A.
Jim Brattensborg Jim Brattensborg's Morgan Stanley Smith Barney Experience November 2010 - March 2012
Job Internal Wholesaler at The Prudential Insurance Company of America
Industry Financial Services
Experience
The Prudential Insurance Company of America June 2014 - Present
Small Business Insurance Agency October 2013 - June 2014
COUNTRY Financial® March 2012 - September 2013
Morgan Stanley Smith Barney November 2010 - March 2012
Hilmerson Investments Inc January 2007 - November 2010
Mortgagexperts July 2003 - December 2007
Link Recreational January 2006 - December 2006
All Seasons Co March 1991 - December 2003
Skills
Life Insurance, Fixed Annuities, Insurance, Retirement Planning, Long-term Care, Term Life Insurance, Retirement, Sales, Disability Insurance, Estate Planning, IRAs, Marketing, Property & Casualty..., Permanent Life Insurance, Underwriting, 401k, 401k Rollovers, Key Person Insurance, Asset Managment, Business Continuation..., Wealth Preservation..., Commercial Insurance, Trusts, Long Term Relationship..., Microsoft CRM
Education
St. John's University
BS, Management
College of St. Benedict
The Prudential Insurance Company of America June 2014 - Present
Small Business Insurance Agency October 2013 - June 2014
COUNTRY Financial® March 2012 - September 2013
Morgan Stanley Smith Barney November 2010 - March 2012
Hilmerson Investments Inc January 2007 - November 2010
Mortgagexperts July 2003 - December 2007
Link Recreational January 2006 - December 2006
All Seasons Co March 1991 - December 2003
Skills
Life Insurance, Fixed Annuities, Insurance, Retirement Planning, Long-term Care, Term Life Insurance, Retirement, Sales, Disability Insurance, Estate Planning, IRAs, Marketing, Property & Casualty..., Permanent Life Insurance, Underwriting, 401k, 401k Rollovers, Key Person Insurance, Asset Managment, Business Continuation..., Wealth Preservation..., Commercial Insurance, Trusts, Long Term Relationship..., Microsoft CRM
Education
St. John's University
BS, Management
College of St. Benedict
Jeremy Heimbigner Jeremy Heimbigner's Morgan Stanley Smith Barney Experience May 2009 - April 2010
Job Retirement Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Fidelity Investments April 2014 - October 2014
Cetera Advisor Networks LLC June 2011 - March 2014
Morgan Stanley Smith Barney May 2009 - April 2010
Fallbrook Associated Swim Team September 2006 - May 2008
Skills
Investment Advisory, Strategic Financial..., Investments, FINRA, Fixed Income, Equities, Estate Planning, Life Insurance
Education
College for Financial Planning 2012 — 2014
Master of Science (MS), Personal Financial Planning
San Diego State University-California State University 2006 — 2010
Bachelor of Science Business Administration, Financial Services
Fallbrook High School 2001 — 2005
Fidelity Investments October 2014 - Present
Fidelity Investments April 2014 - October 2014
Cetera Advisor Networks LLC June 2011 - March 2014
Morgan Stanley Smith Barney May 2009 - April 2010
Fallbrook Associated Swim Team September 2006 - May 2008
Skills
Investment Advisory, Strategic Financial..., Investments, FINRA, Fixed Income, Equities, Estate Planning, Life Insurance
Education
College for Financial Planning 2012 — 2014
Master of Science (MS), Personal Financial Planning
San Diego State University-California State University 2006 — 2010
Bachelor of Science Business Administration, Financial Services
Fallbrook High School 2001 — 2005
Chris Duffey Chris Duffey's Morgan Stanley Smith Barney Experience January 1988 - February 2005
Job First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2010 - Present
UBS February 2005 - March 2010
Morgan Stanley Smith Barney January 1988 - February 2005
Education
Clemson University 1983 — 1988
Financial Managemant, Finance and Financial Management Services
Wells Fargo Advisors, LLC April 2010 - Present
UBS February 2005 - March 2010
Morgan Stanley Smith Barney January 1988 - February 2005
Education
Clemson University 1983 — 1988
Financial Managemant, Finance and Financial Management Services
Henry Plyler, CRPC® Henry Plyler, CRPC®'s Morgan Stanley Smith Barney Experience January 2007 - December 2010
Job Senior Portfolio Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2014 - Present
Merrill Lynch November 2012 - Present
BentProp August 2013 - Present
Coastal Carolina University October 2011 - Present
JP Morgan December 2010 - November 2012
Morgan Stanley Smith Barney January 2007 - December 2010
Skills
Connecting People, Philanthropy, Investments, Alternative Investments, Leadership, Wealth Management, Asset Management, Retirement Planning, Portfolio Management, Social Networking, Senior Portfolio Advisor, Chartered Retirement..., Bonds, Estate Planning, Wealth, Stocks, Equities, Asset Allocation, Financial Advisory, Small Business, Foundations, Mutual Funds, Investment Strategies, Alternative Assets, Endowments, Trust Services, 401k Rollovers, Tactical Asset..., Hedge Funds, Separately Managed..., Managed Futures, Private Equity, Series 7, Securities, Closed-end Funds, Convertible Bonds, Charitable Trusts, Commercial Mortgages, Lines Of Credit, Home Equity Loans, Home Equity Lines of..., Surety Bonds, ETFs, Trust, Institutional..., Asset Managment, Financial Services, Finance
Education
Coastal Carolina University
BS, Finance
University of South Carolina - The Moore School of Business 1995 — 1999
Merrill Lynch March 2014 - Present
Merrill Lynch November 2012 - Present
BentProp August 2013 - Present
Coastal Carolina University October 2011 - Present
JP Morgan December 2010 - November 2012
Morgan Stanley Smith Barney January 2007 - December 2010
Skills
Connecting People, Philanthropy, Investments, Alternative Investments, Leadership, Wealth Management, Asset Management, Retirement Planning, Portfolio Management, Social Networking, Senior Portfolio Advisor, Chartered Retirement..., Bonds, Estate Planning, Wealth, Stocks, Equities, Asset Allocation, Financial Advisory, Small Business, Foundations, Mutual Funds, Investment Strategies, Alternative Assets, Endowments, Trust Services, 401k Rollovers, Tactical Asset..., Hedge Funds, Separately Managed..., Managed Futures, Private Equity, Series 7, Securities, Closed-end Funds, Convertible Bonds, Charitable Trusts, Commercial Mortgages, Lines Of Credit, Home Equity Loans, Home Equity Lines of..., Surety Bonds, ETFs, Trust, Institutional..., Asset Managment, Financial Services, Finance
Education
Coastal Carolina University
BS, Finance
University of South Carolina - The Moore School of Business 1995 — 1999
Shana Sellers, CFP®, CRPS®, CRC® Shana Sellers, CFP®, CRPS®, CRC®'s Morgan Stanley Smith Barney Experience October 2006 - April 2011
Job Ohio Deferred Compensation Retirement Specialist at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial April 2011 - Present
Morgan Stanley Smith Barney October 2006 - April 2011
Skills
Series 7, Wealth Management, Portfolio Management, Financial Analysis, Mutual Funds, Strategic Planning, Budgets, Series 63, Series 65, Life & Health Insurance..., Retirement, Finance, Asset Allocation
Education
The Ohio State University 2003 — 2007
Bachelor of Science, Finance
College for Financial Planning 2012 — 2013
Master of Science (MS), Financial Planning and Services
Nationwide Financial April 2011 - Present
Morgan Stanley Smith Barney October 2006 - April 2011
Skills
Series 7, Wealth Management, Portfolio Management, Financial Analysis, Mutual Funds, Strategic Planning, Budgets, Series 63, Series 65, Life & Health Insurance..., Retirement, Finance, Asset Allocation
Education
The Ohio State University 2003 — 2007
Bachelor of Science, Finance
College for Financial Planning 2012 — 2013
Master of Science (MS), Financial Planning and Services
Sam Witherspoon, CFA Sam Witherspoon, CFA's Morgan Stanley Smith Barney Experience 2010 - September 2011
Job Portfolio Manager at Vigilant Capital Management, LLC
Industry Financial Services
Experience
Vigilant Capital Management, LLC June 2015 - Present
RS Investments March 2014 - June 2015
RS Investments January 2013 - February 2014
RS Investments September 2011 - December 2012
Morgan Stanley Smith Barney 2010 - September 2011
Keefe, Bruyette & Woods May 2008 - September 2008
Skills
Investments, Investment Strategies, Financial Services, Corporate Finance, Valuation, Wealth Management, Fixed Income, Mutual Funds, Equities, Alternative Investments, Investment Management, Financial Planning, Risk Management, Series 7, Series 66, Sales, Investment Advisory, ETFs, Portfolio Management, Asset Management, Capital Markets, Emerging Markets, Securities, Finance, Financial Modeling
Education
Colby College 2005 — 2009
Bachelor's, Economics, Administrative Science
James Cook University 2008 — 2008
Economics, Business
Vigilant Capital Management, LLC June 2015 - Present
RS Investments March 2014 - June 2015
RS Investments January 2013 - February 2014
RS Investments September 2011 - December 2012
Morgan Stanley Smith Barney 2010 - September 2011
Keefe, Bruyette & Woods May 2008 - September 2008
Skills
Investments, Investment Strategies, Financial Services, Corporate Finance, Valuation, Wealth Management, Fixed Income, Mutual Funds, Equities, Alternative Investments, Investment Management, Financial Planning, Risk Management, Series 7, Series 66, Sales, Investment Advisory, ETFs, Portfolio Management, Asset Management, Capital Markets, Emerging Markets, Securities, Finance, Financial Modeling
Education
Colby College 2005 — 2009
Bachelor's, Economics, Administrative Science
James Cook University 2008 — 2008
Economics, Business
Jack Tian Jack Tian's Morgan Stanley Smith Barney Experience October 2011 - January 2014
Job MBA Candidate at MIT Sloan School of Management
Industry Investment Management
Experience
TCF Inventory Finance, Inc. January 2014 - May 2014
Morgan Stanley Smith Barney October 2011 - January 2014
DRW Trading Group April 2009 - April 2011
Vortex Trading June 2008 - August 2008
Schroders July 2007 - August 2007
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Code Fellows 2014 — 2014
Python Development Accelerator
University of Illinois at Urbana-Champaign 2004 — 2008
BS,BA, Electrical Engineering, Economics, Computer Science
TCF Inventory Finance, Inc. January 2014 - May 2014
Morgan Stanley Smith Barney October 2011 - January 2014
DRW Trading Group April 2009 - April 2011
Vortex Trading June 2008 - August 2008
Schroders July 2007 - August 2007
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Code Fellows 2014 — 2014
Python Development Accelerator
University of Illinois at Urbana-Champaign 2004 — 2008
BS,BA, Electrical Engineering, Economics, Computer Science
Mark Snyder, CRPS®'s Morgan Stanley Smith Barney Experience November 2005 - June 2009
Job Vice President Financial Advisor, The Turnbridge Group @ RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management Financial Services June 2009 - Present
Morgan Stanley Smith Barney November 2005 - June 2009
Legg Mason February 2003 - November 2005
Edward Jones May 1994 - January 2003
Skills
Retirement Income..., Wealth Management, Series 7, Series 66, Life and Health..., 401(k) / Retirement..., Retirement, Retirement Planning, Portfolio Management, Uniform Combined State...
Education
College for Financial Planning 2007 — 2008
Chartered Retirement Plan Specialist, Retirement Planning
Davidson College 1989 — 1993
BA, Economics
Palmyra Area High School 1985 — 1989
Diploma
RBC Wealth Management Financial Services June 2009 - Present
Morgan Stanley Smith Barney November 2005 - June 2009
Legg Mason February 2003 - November 2005
Edward Jones May 1994 - January 2003
Skills
Retirement Income..., Wealth Management, Series 7, Series 66, Life and Health..., 401(k) / Retirement..., Retirement, Retirement Planning, Portfolio Management, Uniform Combined State...
Education
College for Financial Planning 2007 — 2008
Chartered Retirement Plan Specialist, Retirement Planning
Davidson College 1989 — 1993
BA, Economics
Palmyra Area High School 1985 — 1989
Diploma
John Baran John Baran's Morgan Stanley Smith Barney Experience February 2001 - November 2012
Job Information Technology Manager
Industry Financial Services
Experience
IBM March 2013 - March 2015
Morgan Stanley Smith Barney February 2001 - November 2012
Registry Systems September 1999 - January 2001
Health Management Systems April 1997 - August 1999
Kodak Polychrome Graphics September 1987 - March 1997
Skills
Equities, Portfolio Management, Financial Services, SDLC, Business Analysis, Banking, Leadership, Mergers & Acquisitions, Analysis, Software Development, Analytics, Project Portfolio..., Project Management, Fixed Income, Management, Asset Management, Forecasting, Change Management, Program Management, Risk Management, Requirements Analysis, Process Improvement
Education
Colgate University
BA, Geology
IBM March 2013 - March 2015
Morgan Stanley Smith Barney February 2001 - November 2012
Registry Systems September 1999 - January 2001
Health Management Systems April 1997 - August 1999
Kodak Polychrome Graphics September 1987 - March 1997
Skills
Equities, Portfolio Management, Financial Services, SDLC, Business Analysis, Banking, Leadership, Mergers & Acquisitions, Analysis, Software Development, Analytics, Project Portfolio..., Project Management, Fixed Income, Management, Asset Management, Forecasting, Change Management, Program Management, Risk Management, Requirements Analysis, Process Improvement
Education
Colgate University
BA, Geology
Tyler Pedersen Tyler Pedersen's Morgan Stanley Smith Barney Experience 2011 - August 2012
Job Sales
Industry Consumer Goods
Experience
ISI Technology June 2014 - Present
ISI Technology January 2014 - May 2014
Phi Gamma Delta, Lambda Chi Chapter November 2011 - December 2013
Bosch June 2013 - August 2013
Morgan Stanley Smith Barney 2011 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Research, Microsoft Excel, Public Speaking, Leadership, Advertising, Event Planning, Recruiting, Social Networking, Fundraising, Budgets, Teamwork, Marketing Strategy, Analysis, Salesforce.com, Strategic Planning
Education
College of Charleston 2010 — 2014
Bachelor's Degree, Economics
Simsbury High School 2006 — 2010
ISI Technology June 2014 - Present
ISI Technology January 2014 - May 2014
Phi Gamma Delta, Lambda Chi Chapter November 2011 - December 2013
Bosch June 2013 - August 2013
Morgan Stanley Smith Barney 2011 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Research, Microsoft Excel, Public Speaking, Leadership, Advertising, Event Planning, Recruiting, Social Networking, Fundraising, Budgets, Teamwork, Marketing Strategy, Analysis, Salesforce.com, Strategic Planning
Education
College of Charleston 2010 — 2014
Bachelor's Degree, Economics
Simsbury High School 2006 — 2010
Greg Kalin Greg Kalin's Morgan Stanley Smith Barney Experience May 2011 - July 2011
Job Cofounder at Closetclicks
Industry Internet
Experience
Closetclicks 2012 - Present
Claremont McKenna College August 2009 - June 2013
NCAA Athlete March 2010 - November 2011
Morgan Stanley Smith Barney May 2011 - July 2011
Morgan Stanley Smith Barney May 2010 - July 2010
Boys And Girls Club June 2009 - July 2009
Nordstrom June 2008 - August 2008
Local Youth Athletes June 2007 - June 2008
Skills
Start-ups, Investments, Management, Research, Social Media, Microsoft Office, Portfolio Management, Customer Service, Sales, Microsoft Excel, PowerPoint, Analysis, Entrepreneurship, Public Speaking, Team Building, Advertising, Conflict Resolution, Leadership, Social Networking, Social Media Marketing
Education
Claremont McKenna College 2009 — 2013
Bachelor of Arts, Economics; Accounting
Trinity College, Rome Campus 2011 — 2011
Study Abroad
Menlo-Atherton High School 2004 — 2008
Closetclicks 2012 - Present
Claremont McKenna College August 2009 - June 2013
NCAA Athlete March 2010 - November 2011
Morgan Stanley Smith Barney May 2011 - July 2011
Morgan Stanley Smith Barney May 2010 - July 2010
Boys And Girls Club June 2009 - July 2009
Nordstrom June 2008 - August 2008
Local Youth Athletes June 2007 - June 2008
Skills
Start-ups, Investments, Management, Research, Social Media, Microsoft Office, Portfolio Management, Customer Service, Sales, Microsoft Excel, PowerPoint, Analysis, Entrepreneurship, Public Speaking, Team Building, Advertising, Conflict Resolution, Leadership, Social Networking, Social Media Marketing
Education
Claremont McKenna College 2009 — 2013
Bachelor of Arts, Economics; Accounting
Trinity College, Rome Campus 2011 — 2011
Study Abroad
Menlo-Atherton High School 2004 — 2008
Rebecca Kortman's Morgan Stanley Smith Barney Experience May 2007 - January 2009
Job Sr. Executive Assistant at Celgene
Industry Pharmaceuticals
Experience
Celgene August 2009 - Present
Morgan Stanley Smith Barney May 2007 - January 2009
RSW Executive Search 2006 - 2007
A.G. Edwards & Sons, Inc. 1998 - 2006
Skills
Customer Service, Research, Microsoft Excel, Microsoft Word, PowerPoint, Sales Support, Customer Relations, Administrative..., Pharmaceutical Industry, Microsoft Office, Outlook, Training, Recruiting, Administrative...
Education
College of Saint Elizabeth
Legal Studies
Celgene August 2009 - Present
Morgan Stanley Smith Barney May 2007 - January 2009
RSW Executive Search 2006 - 2007
A.G. Edwards & Sons, Inc. 1998 - 2006
Skills
Customer Service, Research, Microsoft Excel, Microsoft Word, PowerPoint, Sales Support, Customer Relations, Administrative..., Pharmaceutical Industry, Microsoft Office, Outlook, Training, Recruiting, Administrative...
Education
College of Saint Elizabeth
Legal Studies
Kelly Foss Root CRPC®, CRPS®, CMFC®'s Morgan Stanley Smith Barney Experience October 2006 - June 2010
Job Financial Advisor/Retirement Consultant
Industry Financial Services
Experience
Measured Wealth Private Client Group, LLC June 2010 - Present
Morgan Stanley Smith Barney October 2006 - June 2010
CitiStreet January 2000 - October 2007
Skills
Investments, Financial Planning, Mutual Funds, Estate Planning, Strategic Financial..., Finance, Retirement, Investment Strategies, Wealth Management, Fixed Annuities, Financial Advisory, 401k, Asset Allocation, Series 65, Investment Advisory, Retirement Planning, Personal Finance, Investment Advisory..., Series 63, Pensions, Financial Planners, IRAs, Wealth, Series 6, Certified Financial...
Education
College for Financial Planning 2002 — 2005
Master of Science, Financial Planning
Measured Wealth Private Client Group, LLC June 2010 - Present
Morgan Stanley Smith Barney October 2006 - June 2010
CitiStreet January 2000 - October 2007
Skills
Investments, Financial Planning, Mutual Funds, Estate Planning, Strategic Financial..., Finance, Retirement, Investment Strategies, Wealth Management, Fixed Annuities, Financial Advisory, 401k, Asset Allocation, Series 65, Investment Advisory, Retirement Planning, Personal Finance, Investment Advisory..., Series 63, Pensions, Financial Planners, IRAs, Wealth, Series 6, Certified Financial...
Education
College for Financial Planning 2002 — 2005
Master of Science, Financial Planning
Matthew Calpin, EIT Matthew Calpin, EIT's Morgan Stanley Smith Barney Experience May 2007 - August 2007
Job Senior Design Engineer
Industry Civil Engineering
Experience
EN Engineering January 2012 - Present
Club 1 Volleyball October 2011 - Present
K-Plus Engineering, LLC May 2010 - January 2012
Morgan Stanley Smith Barney May 2007 - August 2007
Barnwell Middle School January 2007 - May 2007
Brighton Car Wash June 2000 - August 2006
Skills
Civil Engineering, Coaching, Customer Relations, Educational Leadership, Classroom Management, Teaching, Attention To Detail, Self Driven, Team Motivator, Teamwork, AutoCAD, Customer Service, Engineering, Leadership, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Self-driven, Training
Education
University of Illinois at Chicago 2009 — 2011
Bachelor of Science, Civil / Materials Engineering
College of DuPage 2007 — 2009
Associates in Engineering, Engineering
Lindenwood University 2002 — 2007
Bachelor of Arts, Mathematics
EN Engineering January 2012 - Present
Club 1 Volleyball October 2011 - Present
K-Plus Engineering, LLC May 2010 - January 2012
Morgan Stanley Smith Barney May 2007 - August 2007
Barnwell Middle School January 2007 - May 2007
Brighton Car Wash June 2000 - August 2006
Skills
Civil Engineering, Coaching, Customer Relations, Educational Leadership, Classroom Management, Teaching, Attention To Detail, Self Driven, Team Motivator, Teamwork, AutoCAD, Customer Service, Engineering, Leadership, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Self-driven, Training
Education
University of Illinois at Chicago 2009 — 2011
Bachelor of Science, Civil / Materials Engineering
College of DuPage 2007 — 2009
Associates in Engineering, Engineering
Lindenwood University 2002 — 2007
Bachelor of Arts, Mathematics
John Kastak IV John Kastak IV's Morgan Stanley Smith Barney Experience October 2010 - October 2011
Job CTO & Director of Operations at Vaway
Industry Information Technology and Services
Experience
Vaway 2015 - Present
Everyone For All January 2009 - Present
J&K Maintenance June 2007 - May 2015
UBS January 2011 - November 2013
Investment Banking & Financial Markets Association, Loyola University Chicago October 2010 - May 2012
Morgan Stanley Smith Barney October 2010 - October 2011
Active Transportation Alliance 2009 - 2011
Tiffany & Co November 2008 - May 2010
Belvidere National Bank & Trust Company June 2006 - May 2007
Skills
Microsoft Office, Corporate Finance, Portfolio Management, Volunteer Management, Volunteer Training, Harvard Law School..., Skinning, Cycling, Hiking, Rock Climbing, Personal Finance, Political Strategy, Management, Finance, Marketing
Education
Loyola University of Chicago 2010 — 2012
Bachelor of Business Administration, Finance, Finance
College of DuPage 2007 — 2009
Accounting and Finance
Vaway 2015 - Present
Everyone For All January 2009 - Present
J&K Maintenance June 2007 - May 2015
UBS January 2011 - November 2013
Investment Banking & Financial Markets Association, Loyola University Chicago October 2010 - May 2012
Morgan Stanley Smith Barney October 2010 - October 2011
Active Transportation Alliance 2009 - 2011
Tiffany & Co November 2008 - May 2010
Belvidere National Bank & Trust Company June 2006 - May 2007
Skills
Microsoft Office, Corporate Finance, Portfolio Management, Volunteer Management, Volunteer Training, Harvard Law School..., Skinning, Cycling, Hiking, Rock Climbing, Personal Finance, Political Strategy, Management, Finance, Marketing
Education
Loyola University of Chicago 2010 — 2012
Bachelor of Business Administration, Finance, Finance
College of DuPage 2007 — 2009
Accounting and Finance
John Smyth John Smyth's Morgan Stanley Smith Barney Experience September 2001 - November 2006
Job Executive Director and Portfolio Manager at J.P. Morgan Securities
Industry Financial Services
Experience
J.P. Morgan Securities January 2010 - Present
Grand-Jean Capital Management November 2006 - January 2010
Morgan Stanley Smith Barney September 2001 - November 2006
Skills
Asset Managment, Securities, Portfolio Management, Alternative Investments, Investments, Fixed Income Portfolio..., Risk Management
Education
Northwestern University 1985 — 1988
Bachelor of Arts (B.A.), Political Science and Government
Claremont McKenna College 1984 — 1986
Choate Rosemary Hall 1979 — 1983
J.P. Morgan Securities January 2010 - Present
Grand-Jean Capital Management November 2006 - January 2010
Morgan Stanley Smith Barney September 2001 - November 2006
Skills
Asset Managment, Securities, Portfolio Management, Alternative Investments, Investments, Fixed Income Portfolio..., Risk Management
Education
Northwestern University 1985 — 1988
Bachelor of Arts (B.A.), Political Science and Government
Claremont McKenna College 1984 — 1986
Choate Rosemary Hall 1979 — 1983
Laura Combs, CFP® Laura Combs, CFP®'s Morgan Stanley Smith Barney Experience December 2006 - August 2007
Job Managing Director at Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors August 2008 - Present
Morgan Stanley Smith Barney December 2006 - August 2007
Skills
Retirement Planning, Investments, Wealth Management, 401k, Retirement, Asset Allocation, Financial Services, Investment Management, Personal Financial..., Finance, Mutual Funds, Financial Analysis, Investment Strategies, Public Speaking
Education
Wheaton College
Bachelor of Arts, Communication
College for Financial Planning 2011 — 2012
CFP Certificate Program, Financial Planning and Services
Mercer Advisors August 2008 - Present
Morgan Stanley Smith Barney December 2006 - August 2007
Skills
Retirement Planning, Investments, Wealth Management, 401k, Retirement, Asset Allocation, Financial Services, Investment Management, Personal Financial..., Finance, Mutual Funds, Financial Analysis, Investment Strategies, Public Speaking
Education
Wheaton College
Bachelor of Arts, Communication
College for Financial Planning 2011 — 2012
CFP Certificate Program, Financial Planning and Services
Andrew Shaughnessy, MBA Andrew Shaughnessy, MBA's Morgan Stanley Smith Barney Experience 1999 - 2000
Job Onsite MultiChannel Analytics Strategist
Industry Marketing and Advertising
Experience
The Encima Group January 2013 - Present
GearyLSF Group March 2012 - December 2012
Digitas Health February 2010 - March 2012
Assent, LLC 2006 - 2009
ING DIRECT 2003 - 2006
Electronic Trading Group, LLC 2000 - 2003
Morgan Stanley Smith Barney 1999 - 2000
Skills
Team Management, Strategic Leadership, Multi-channel Marketing, Cross-functional Team..., Google Analytics, WebTrends Analytics, Web Analytics, Segmentation, Integrated Marketing, Data Analysis, SEM, PPC, E-commerce, Strategy, Conversion Optimization, Search Advertising, Microsoft Excel, Unica, Landing Page..., Google Adwords, Digital Marketing, Analytics, Analysis, Lead Generation, Omniture, Mobile Marketing, Digital Strategy, Strategic Planning, Interactive Marketing, WebTrends, Testing, Account Management, Performance Reporting, Budget Monitoring, Advertising, Email Marketing, Microsoft Word, Helping Clients Succeed, Cross-functional..., Marketing Strategy, Market Analysis, Mobile Devices, Customer Acquisition, Management
Education
New York University - Leonard N. Stern School of Business 2007 — 2011
MBA, Marketing and Financial Instruments/Markets Concentrations
Clarion University of Pennsylvania 1993 — 1997
BS, Business Administration, Finance
The Encima Group January 2013 - Present
GearyLSF Group March 2012 - December 2012
Digitas Health February 2010 - March 2012
Assent, LLC 2006 - 2009
ING DIRECT 2003 - 2006
Electronic Trading Group, LLC 2000 - 2003
Morgan Stanley Smith Barney 1999 - 2000
Skills
Team Management, Strategic Leadership, Multi-channel Marketing, Cross-functional Team..., Google Analytics, WebTrends Analytics, Web Analytics, Segmentation, Integrated Marketing, Data Analysis, SEM, PPC, E-commerce, Strategy, Conversion Optimization, Search Advertising, Microsoft Excel, Unica, Landing Page..., Google Adwords, Digital Marketing, Analytics, Analysis, Lead Generation, Omniture, Mobile Marketing, Digital Strategy, Strategic Planning, Interactive Marketing, WebTrends, Testing, Account Management, Performance Reporting, Budget Monitoring, Advertising, Email Marketing, Microsoft Word, Helping Clients Succeed, Cross-functional..., Marketing Strategy, Market Analysis, Mobile Devices, Customer Acquisition, Management
Education
New York University - Leonard N. Stern School of Business 2007 — 2011
MBA, Marketing and Financial Instruments/Markets Concentrations
Clarion University of Pennsylvania 1993 — 1997
BS, Business Administration, Finance
Grant Robinson Grant Robinson's Morgan Stanley Smith Barney Experience June 2009 - December 2010
Job Director Global IT Procurement
Industry Financial Services
Experience
Estee Lauder Group of Companies January 2015 - Present
Standard & Poor's August 2010 - Present
AIG January 2013 - December 2014
Morgan Stanley Smith Barney June 2009 - December 2010
Citi 2006 - June 2009
Accenture 2005 - 2006
Skills
Reference Data, Market Data, Fixed Income, Equities, Financial Services, Financial Modeling, Portfolio Management, Operational Risk..., Trading, Offshoring, Investor Relations, Capital Markets, Options, Relationship Management, Business Process..., Risk Management, MBS, Credit Derivatives, Investment Banking, ABS, Management, Vendor Management, Securities, Mergers & Acquisitions, Derivatives, Contract Negotiation
Education
Montana State University-Bozeman 1997 — 2001
Bachelor, Chemical Engineering
Clemson University
Estee Lauder Group of Companies January 2015 - Present
Standard & Poor's August 2010 - Present
AIG January 2013 - December 2014
Morgan Stanley Smith Barney June 2009 - December 2010
Citi 2006 - June 2009
Accenture 2005 - 2006
Skills
Reference Data, Market Data, Fixed Income, Equities, Financial Services, Financial Modeling, Portfolio Management, Operational Risk..., Trading, Offshoring, Investor Relations, Capital Markets, Options, Relationship Management, Business Process..., Risk Management, MBS, Credit Derivatives, Investment Banking, ABS, Management, Vendor Management, Securities, Mergers & Acquisitions, Derivatives, Contract Negotiation
Education
Montana State University-Bozeman 1997 — 2001
Bachelor, Chemical Engineering
Clemson University
Bryan A. Stephen Bryan A. Stephen's Morgan Stanley Smith Barney Experience October 2005 - December 2011
Job Partner at Berkshire Investment Group (a branch office of LPL Financial)
Industry Financial Services
Experience
Berkshire Investment Group December 2011 - Present
Morgan Stanley Smith Barney October 2005 - December 2011
Bodman Chemical / Chemical Associates 1994 - 2005
Embassy of New Zealand October 1986 - June 1994
Skills
Estate Planning, Investments, Private Equity, Mergers, Corporate Finance, Due Diligence, Strategic Financial..., Securities, Strategic Planning, Retirement Planning, Accounting, Financial Analysis, Management, Financial Advisory, Finance, Portfolio Management, Wealth Management, FINRA, Mutual Funds, Asset Allocation, Mergers & Acquisitions, Financial Planning, Investment Advisory, Series 7, 401k, Asset Management
Education
College for Financial Planning 2011 — 2012
Chartered Retirement Planning Counselor, Financial Planning and Services
University of Phoenix 2000 — 2005
Bachelor of Science in Business Finance (B.B.A.), Finance, General
Center for Fiduciary Studies
Accredited Investment Fiduciary
Berkshire Investment Group December 2011 - Present
Morgan Stanley Smith Barney October 2005 - December 2011
Bodman Chemical / Chemical Associates 1994 - 2005
Embassy of New Zealand October 1986 - June 1994
Skills
Estate Planning, Investments, Private Equity, Mergers, Corporate Finance, Due Diligence, Strategic Financial..., Securities, Strategic Planning, Retirement Planning, Accounting, Financial Analysis, Management, Financial Advisory, Finance, Portfolio Management, Wealth Management, FINRA, Mutual Funds, Asset Allocation, Mergers & Acquisitions, Financial Planning, Investment Advisory, Series 7, 401k, Asset Management
Education
College for Financial Planning 2011 — 2012
Chartered Retirement Planning Counselor, Financial Planning and Services
University of Phoenix 2000 — 2005
Bachelor of Science in Business Finance (B.B.A.), Finance, General
Center for Fiduciary Studies
Accredited Investment Fiduciary
Josh Rasmussen Josh Rasmussen's Morgan Stanley Smith Barney Experience September 1993 - February 1995
Job Vice President, Sales and Business Development Federated Investors
Industry Financial Services
Experience
Federated Investors March 1998 - Present
Van Kasper Advisers February 1995 - March 1998
Morgan Stanley Smith Barney September 1993 - February 1995
Skills
Public Speaking, Mutual Funds, Money Market Funds, Wealth Management, Asset Allocation, Asset Management, Fixed Income Separate..., Tennis, Capital Markets, Financial Modeling, Business Development, Bloomberg, Bonds, Retirement Planning, Private Equity, Investment Advisory, Investment Strategies, Separate Accounts
Education
Colgate University 1989 — 1993
Bachelor of Arts, History
Federated Investors March 1998 - Present
Van Kasper Advisers February 1995 - March 1998
Morgan Stanley Smith Barney September 1993 - February 1995
Skills
Public Speaking, Mutual Funds, Money Market Funds, Wealth Management, Asset Allocation, Asset Management, Fixed Income Separate..., Tennis, Capital Markets, Financial Modeling, Business Development, Bloomberg, Bonds, Retirement Planning, Private Equity, Investment Advisory, Investment Strategies, Separate Accounts
Education
Colgate University 1989 — 1993
Bachelor of Arts, History
Reid Hayes's Morgan Stanley Smith Barney Experience November 2004 - December 2010
Job Accounting Manager Contract at Caledonian Alloys
Industry Accounting
Experience
Invantech Business Solutions, Inc. May 2015 - Present
Caledonian Alloys February 2014 - August 2014
Liberty Solutions July 2013 - December 2013
Pure Windows, LLC November 2011 - July 2013
Morgan Stanley Smith Barney November 2004 - December 2010
Louisiana-Pacific Corporation August 2000 - October 2004
Canal Industries June 1995 - June 2000
Skills
Finance, Forecasting, Strategic Financial..., Financial Modeling, Leadership, Accounting, Budgets, Analysis, Project Management, Investments, Strategic Planning
Education
Winthrop University 1997 — 1999
MBA
Coastal Carolina University 1993 — 1995
Bachelor of Science, Accounting
Invantech Business Solutions, Inc. May 2015 - Present
Caledonian Alloys February 2014 - August 2014
Liberty Solutions July 2013 - December 2013
Pure Windows, LLC November 2011 - July 2013
Morgan Stanley Smith Barney November 2004 - December 2010
Louisiana-Pacific Corporation August 2000 - October 2004
Canal Industries June 1995 - June 2000
Skills
Finance, Forecasting, Strategic Financial..., Financial Modeling, Leadership, Accounting, Budgets, Analysis, Project Management, Investments, Strategic Planning
Education
Winthrop University 1997 — 1999
MBA
Coastal Carolina University 1993 — 1995
Bachelor of Science, Accounting
Louis Nelson, CRPC® Louis Nelson, CRPC®'s Morgan Stanley Smith Barney Experience 2011 - 2011
Job Financial Solutions Advisor, AVP at Merrill Edge
Industry Photography
Experience
Merrill Edge April 2013 - Present
Studio Omega Photography February 2011 - Present
Merrill Lynch April 2012 - October 2012
Morgan Stanley Smith Barney 2011 - 2011
HSBC Bank USA, N. A. 2005 - 2011
Wachovia Bank, N. A. 1986 - 2004
Mid-State Bank 1982 - 1986
Skills
Microsoft Office, Business Relationship..., Analytical Skills, Commercial Photography, Computer Literate, Retirement Planning, FINRA Series 7, 66, 6 &..., Life, Accident & Health..., Financial Sales, Adobe Photoshop, Canon EOS
Education
College for Financial Planning
CRPC® - Chartered Retirement Planning Counselor℠
Gwynedd Mercy University
Business Administration
American Institute of Banking
Commercial Lending
Pennsylvania State University
Economics/Arts & Sciences
Merrill Edge April 2013 - Present
Studio Omega Photography February 2011 - Present
Merrill Lynch April 2012 - October 2012
Morgan Stanley Smith Barney 2011 - 2011
HSBC Bank USA, N. A. 2005 - 2011
Wachovia Bank, N. A. 1986 - 2004
Mid-State Bank 1982 - 1986
Skills
Microsoft Office, Business Relationship..., Analytical Skills, Commercial Photography, Computer Literate, Retirement Planning, FINRA Series 7, 66, 6 &..., Life, Accident & Health..., Financial Sales, Adobe Photoshop, Canon EOS
Education
College for Financial Planning
CRPC® - Chartered Retirement Planning Counselor℠
Gwynedd Mercy University
Business Administration
American Institute of Banking
Commercial Lending
Pennsylvania State University
Economics/Arts & Sciences
David Ricca David Ricca's Morgan Stanley Smith Barney Experience August 2000 - May 2006
Job CEO at JUST LIVE SOCCER
Industry Sports
Experience
JUST LIVE SOCCER November 2009 - Present
T4 Soccer LLC November 2012 - January 2014
CBS Radio 2007 - 2009
Morgan Stanley Smith Barney August 2000 - May 2006
Skills
Social Media Marketing, Marketing Strategy, New Business Development, Social Media, Strategic Partnerships, Marketing, Strategic Planning, Social Networking, Online Advertising, Account Management, Sponsorship, Digital Marketing, Event Management, Event Planning, Public Relations, Fundraising, Coaching, Management, Sports
Education
Valley Forge Christian College 2007 — 2009
Psychology
College of St. Joseph 1995 — 1998
Finance
JUST LIVE SOCCER November 2009 - Present
T4 Soccer LLC November 2012 - January 2014
CBS Radio 2007 - 2009
Morgan Stanley Smith Barney August 2000 - May 2006
Skills
Social Media Marketing, Marketing Strategy, New Business Development, Social Media, Strategic Partnerships, Marketing, Strategic Planning, Social Networking, Online Advertising, Account Management, Sponsorship, Digital Marketing, Event Management, Event Planning, Public Relations, Fundraising, Coaching, Management, Sports
Education
Valley Forge Christian College 2007 — 2009
Psychology
College of St. Joseph 1995 — 1998
Finance
drake heniford drake heniford's Morgan Stanley Smith Barney Experience December 1993 - April 1996
Job Bartender & Floor Mopper at Star Tavern
Industry Hospitality
Experience
Star Tavern November 2014 - Present
Retired May 2008 - November 2014
Sandhills Bank 1996 - 2008
Sandhills Holding Company 1990 - 2008
Various Real Estate Brokerage Companies 1981 - 2004
Morgan Stanley Smith Barney December 1993 - April 1996
Rock 101 WROQ-FM May 1990 - November 1993
Skills
Customer Service, Budgets, Finance, Strategic Planning, Sales, Credit, Real Estate, Microsoft Excel, Negotiation, Management, Loans, Investments, Microsoft Office, Research, Public Speaking, Microsoft Word, Teaching, Editing, Financial Analysis, Risk Management, Mortgage Lending, Recruiting, Banking, Community Outreach, Online Social Networking, US Treasuries, Municipal Securities, US Agency Bonds, Mutual Funds, Stock Market, Strategy, Commercial Lending, Bartending, Expediting, Marketing, Investment Properties, Social Media Marketing
Education
LSU Graduate School of Banking 2000 — 2002
Graduate, Bank Management
Graduate School of Bank Investments and Financial Management 2001 — 2002
SC Bankers School 1996 — 1998
Graduate, Banking and Financial Support Services
Smith Barney National Training Center 1994 — 1994
SEC Series 7, 63 & 65, Financial Investments, Graduate
Clemson University 1980 — 1990
Bachelor of Arts (B.A.), Sociology, Cluster Minor in Law, Econ & Marketing
Anderson Education Center 1981 — 1981
SC Real Estate Brokers License, Real Estate Law
North American Institute of Aviation 1979 — 1980
Private Pilot's License, Flight Training and Ground School
Star Tavern November 2014 - Present
Retired May 2008 - November 2014
Sandhills Bank 1996 - 2008
Sandhills Holding Company 1990 - 2008
Various Real Estate Brokerage Companies 1981 - 2004
Morgan Stanley Smith Barney December 1993 - April 1996
Rock 101 WROQ-FM May 1990 - November 1993
Skills
Customer Service, Budgets, Finance, Strategic Planning, Sales, Credit, Real Estate, Microsoft Excel, Negotiation, Management, Loans, Investments, Microsoft Office, Research, Public Speaking, Microsoft Word, Teaching, Editing, Financial Analysis, Risk Management, Mortgage Lending, Recruiting, Banking, Community Outreach, Online Social Networking, US Treasuries, Municipal Securities, US Agency Bonds, Mutual Funds, Stock Market, Strategy, Commercial Lending, Bartending, Expediting, Marketing, Investment Properties, Social Media Marketing
Education
LSU Graduate School of Banking 2000 — 2002
Graduate, Bank Management
Graduate School of Bank Investments and Financial Management 2001 — 2002
SC Bankers School 1996 — 1998
Graduate, Banking and Financial Support Services
Smith Barney National Training Center 1994 — 1994
SEC Series 7, 63 & 65, Financial Investments, Graduate
Clemson University 1980 — 1990
Bachelor of Arts (B.A.), Sociology, Cluster Minor in Law, Econ & Marketing
Anderson Education Center 1981 — 1981
SC Real Estate Brokers License, Real Estate Law
North American Institute of Aviation 1979 — 1980
Private Pilot's License, Flight Training and Ground School
Corey Beck, CAIA's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Analyst at MSKCC
Industry Financial Services
Experience
Memorial Sloan Kettering Cancer Center September 2014 - Present
UBS August 2013 - September 2014
UBS June 2012 - August 2012
International Business-Government Counsellors, Inc. August 2011 - November 2011
Morgan Stanley Smith Barney June 2011 - August 2011
Let's Get Ready January 2011 - May 2011
Skills
Government Relations, International Trade, International Business, Finance, Market Research, Data Analysis, Financial Analysis, PowerPoint, Fundraising, Economics, Hedge Funds, Microsoft Excel, Leadership, Public Speaking, Social Media, Microsoft Office, Microsoft Word
Education
College of the Holy Cross 2009 — 2013
Bachelor of Arts, Economics, Political Science
Université Denis Diderot (Paris VII) / University Paris VII 2011 — 2011
n/a, French, History
Oak Knoll High School 2005 — 2009
Memorial Sloan Kettering Cancer Center September 2014 - Present
UBS August 2013 - September 2014
UBS June 2012 - August 2012
International Business-Government Counsellors, Inc. August 2011 - November 2011
Morgan Stanley Smith Barney June 2011 - August 2011
Let's Get Ready January 2011 - May 2011
Skills
Government Relations, International Trade, International Business, Finance, Market Research, Data Analysis, Financial Analysis, PowerPoint, Fundraising, Economics, Hedge Funds, Microsoft Excel, Leadership, Public Speaking, Social Media, Microsoft Office, Microsoft Word
Education
College of the Holy Cross 2009 — 2013
Bachelor of Arts, Economics, Political Science
Université Denis Diderot (Paris VII) / University Paris VII 2011 — 2011
n/a, French, History
Oak Knoll High School 2005 — 2009
Gwen Marsico Gwen Marsico's Morgan Stanley Smith Barney Experience June 2009 - Present
Job FVP, Client Experience, NAO Process at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2009 - Present
Smith Barney 2006 - Present
Prudential Financial 2000 - 2002
Prudential Financial 1998 - 2000
Prudential Investments 1986 - 1998
Prudential Financial 1980 - 1984
Skills
Business Process..., Project Management, Quality Assurance, Matrix Management, Team Building, Risk Management, Risk Assessment, Marketing Communications, Internal Communications, Internal Audit, Test Planning, System Deployment, System Testing, Insurance, Operational Risk..., FINRA, Analysis, Management, Business Analysis, Leadership, Software Documentation, Banking, Vendor Management, Series 7, Cross-functional Team..., SDLC, Resource Management, PMO, Strategy, Disaster Recovery, Training, Budgets, Project Planning, Financial Services, CRM, Portfolio Management, Business Process..., Process Improvement, Program Management, Project Portfolio..., Requirements Gathering, IT Strategy, Relationship Management, Business Requirements, Financial Risk, Visio, Executive Management, Business Process, PMP, Mutual Funds
Education
College of Saint Elizabeth
Business
Morgan Stanley Smith Barney June 2009 - Present
Smith Barney 2006 - Present
Prudential Financial 2000 - 2002
Prudential Financial 1998 - 2000
Prudential Investments 1986 - 1998
Prudential Financial 1980 - 1984
Skills
Business Process..., Project Management, Quality Assurance, Matrix Management, Team Building, Risk Management, Risk Assessment, Marketing Communications, Internal Communications, Internal Audit, Test Planning, System Deployment, System Testing, Insurance, Operational Risk..., FINRA, Analysis, Management, Business Analysis, Leadership, Software Documentation, Banking, Vendor Management, Series 7, Cross-functional Team..., SDLC, Resource Management, PMO, Strategy, Disaster Recovery, Training, Budgets, Project Planning, Financial Services, CRM, Portfolio Management, Business Process..., Process Improvement, Program Management, Project Portfolio..., Requirements Gathering, IT Strategy, Relationship Management, Business Requirements, Financial Risk, Visio, Executive Management, Business Process, PMP, Mutual Funds
Education
College of Saint Elizabeth
Business
Pari Hashemi, CFP®, CRPC® Pari Hashemi, CFP®, CRPC®'s Morgan Stanley Smith Barney Experience May 2008 - May 2012
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2012 - Present
Morgan Stanley Smith Barney May 2008 - May 2012
Education
University of Pennsylvania
BA, Economics, Communications, Persian
Kaplan Schweser 2013 — 2014
Certified Financial Planner®, Financial Planning and Services
College for Financial Planning 2011 — 2011
Chartered Retirement Planning Counselor®, Retirement Planning
Randolph High School
Wells Fargo Advisors May 2012 - Present
Morgan Stanley Smith Barney May 2008 - May 2012
Education
University of Pennsylvania
BA, Economics, Communications, Persian
Kaplan Schweser 2013 — 2014
Certified Financial Planner®, Financial Planning and Services
College for Financial Planning 2011 — 2011
Chartered Retirement Planning Counselor®, Retirement Planning
Randolph High School
Ed Blackburn Jr. Ed Blackburn Jr.'s Morgan Stanley Smith Barney Experience April 1998 - June 2009
Job Senior Vice President at FinTrust Investment Advisors, LLC.
Industry Financial Services
Experience
Elliott Davis Investment Advisors, LLC June 2009 - April 2013
Morgan Stanley Smith Barney April 1998 - June 2009
Education
College of Charleston 1993 — 1997
BS, Business Administration, Finance
Elliott Davis Investment Advisors, LLC June 2009 - April 2013
Morgan Stanley Smith Barney April 1998 - June 2009
Education
College of Charleston 1993 — 1997
BS, Business Administration, Finance
Joe March's Morgan Stanley Smith Barney Experience March 2009 - August 2009
Job Senior Pricing Analyst at The Estée Lauder Companies Inc.
Industry Cosmetics
Experience
The Estée Lauder Companies Inc. July 2012 - Present
CA Technologies July 2010 - July 2012
Morgan Stanley Smith Barney March 2009 - August 2009
Wachovia Securities May 2008 - August 2008
Skills
Excel, VBA, Hyperion, SAP, Salesforce.com, SharePoint, Pricing, Business Strategy, QlikView, Microsoft Excel, Corporate Finance, Forecasting, Hyperion Enterprise, Financial Analysis, Analysis, Microsoft Office, Finance, Financial Modeling, Management, PowerPoint
Education
City University of New York-Hunter College 2014 — 2015
Non-Matriculated, Economics
Hofstra University 2006 — 2010
BBA, Finance, International Business
Hofstra University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, International Business
The Estée Lauder Companies Inc. July 2012 - Present
CA Technologies July 2010 - July 2012
Morgan Stanley Smith Barney March 2009 - August 2009
Wachovia Securities May 2008 - August 2008
Skills
Excel, VBA, Hyperion, SAP, Salesforce.com, SharePoint, Pricing, Business Strategy, QlikView, Microsoft Excel, Corporate Finance, Forecasting, Hyperion Enterprise, Financial Analysis, Analysis, Microsoft Office, Finance, Financial Modeling, Management, PowerPoint
Education
City University of New York-Hunter College 2014 — 2015
Non-Matriculated, Economics
Hofstra University 2006 — 2010
BBA, Finance, International Business
Hofstra University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, International Business
ania cramer ania cramer's Morgan Stanley Smith Barney Experience 1998 - 2005
Job Independent Consultant at Sabika Jewelry
Industry Individual & Family Services
Experience
Sabika Jewelry April 2014 - Present
cramer home 2005 - Present
Morgan Stanley Smith Barney 1998 - 2005
Oscar Gruss June 1996 - January 1998
JWT June 1995 - May 1996
Education
Colgate University 1991 — 1995
bachelors, philosophy & religion
Sabika Jewelry April 2014 - Present
cramer home 2005 - Present
Morgan Stanley Smith Barney 1998 - 2005
Oscar Gruss June 1996 - January 1998
JWT June 1995 - May 1996
Education
Colgate University 1991 — 1995
bachelors, philosophy & religion
Otis K McBride Otis K McBride's Morgan Stanley Smith Barney Experience March 1992 - April 1997
Job at
Industry Accounting
Experience
Port Authority of New York and New Jersey, Storm Mitigation and Resilience Office December 2009 - Present
Edison Learning January 2009 - April 2009
News Communications, Inc September 2004 - April 2008
Impath Inc February 2004 - May 2004
Consulting For Architects, Inc May 2001 - January 2004
Gerard Esposito & Company May 1999 - May 2001
Police Department of the City of New York April 1997 - April 1999
Morgan Stanley Smith Barney March 1992 - April 1997
Ogilvy & Mather January 1990 - February 1992
Education
Police Department of City of New York 1997 — 1999
City University of New York-Hunter College 1982 — 1987
B.S, Accounting
Far Rockaway High School 1979 — 1982
Port Authority of New York and New Jersey, Storm Mitigation and Resilience Office December 2009 - Present
Edison Learning January 2009 - April 2009
News Communications, Inc September 2004 - April 2008
Impath Inc February 2004 - May 2004
Consulting For Architects, Inc May 2001 - January 2004
Gerard Esposito & Company May 1999 - May 2001
Police Department of the City of New York April 1997 - April 1999
Morgan Stanley Smith Barney March 1992 - April 1997
Ogilvy & Mather January 1990 - February 1992
Education
Police Department of City of New York 1997 — 1999
City University of New York-Hunter College 1982 — 1987
B.S, Accounting
Far Rockaway High School 1979 — 1982
Raymond Norman, CRPC® Raymond Norman, CRPC®'s Morgan Stanley Smith Barney Experience May 2010 - February 2012
Job Financial Advisor & Chartered Retirement Planning Counselor
Industry Financial Services
Experience
James I Black & Co. February 2013 - Present
The Learning Resource Center of Polk County "LRC" July 2011 - Present
Investment / Banking Professional February 2012 - March 2013
Morgan Stanley Smith Barney May 2010 - February 2012
Wachovia Securities November 2007 - June 2010
Wachovia, A Wells Fargo Company November 2007 - May 2010
Skills
Insurance, Investments, Succession Planning, Charities, Liabilities, Wealth Management, Retirement, Estate Planning, Banking, Retirement Planning, Small Business, Strategic Financial..., Financial Advisory, Financial Analysis, Loans, Communication, Board of Directors, Financial Services, Mutual Funds, Finance, Investment Advisory, Risk Management, Financial Risk, Securities, Mortgage Lending, Commercial Lending, Portfolio Management, Asset Allocation, Series 7, 401k, Credit, Credit Analysis, Fixed Annuities, Asset Management, Commercial Banking, Life Insurance, Small Business Lending, Consumer Lending, Underwriting, Relationship Management, Residential Mortgages, Retail Banking, Loan Origination, Disability Insurance, Treasury Management, Equities, Cash Management, Mortgage Banking, Investment Management, Credit Risk
Education
College for Financial Planning 2010 — 2012
CRPC®- Chartered Retirement Planning Counselor, Financial Planning
University of South Florida 2001 — 2005
BA, Finance
James I Black & Co. February 2013 - Present
The Learning Resource Center of Polk County "LRC" July 2011 - Present
Investment / Banking Professional February 2012 - March 2013
Morgan Stanley Smith Barney May 2010 - February 2012
Wachovia Securities November 2007 - June 2010
Wachovia, A Wells Fargo Company November 2007 - May 2010
Skills
Insurance, Investments, Succession Planning, Charities, Liabilities, Wealth Management, Retirement, Estate Planning, Banking, Retirement Planning, Small Business, Strategic Financial..., Financial Advisory, Financial Analysis, Loans, Communication, Board of Directors, Financial Services, Mutual Funds, Finance, Investment Advisory, Risk Management, Financial Risk, Securities, Mortgage Lending, Commercial Lending, Portfolio Management, Asset Allocation, Series 7, 401k, Credit, Credit Analysis, Fixed Annuities, Asset Management, Commercial Banking, Life Insurance, Small Business Lending, Consumer Lending, Underwriting, Relationship Management, Residential Mortgages, Retail Banking, Loan Origination, Disability Insurance, Treasury Management, Equities, Cash Management, Mortgage Banking, Investment Management, Credit Risk
Education
College for Financial Planning 2010 — 2012
CRPC®- Chartered Retirement Planning Counselor, Financial Planning
University of South Florida 2001 — 2005
BA, Finance
Lawrence Rudolph Lawrence Rudolph's Morgan Stanley Smith Barney Experience September 2006 - July 2014
Job Managing DirectorInvestment Officer at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2014 - Present
Morgan Stanley Smith Barney September 2006 - July 2014
UBS financial services September 2001 - September 2006
Merrill Lynch September 1995 - September 2000
Shearson Lehman Brothers September 1984 - September 1995
Skills
Retirement Planning, Series 7, Wealth Management, Asset Management, Investments, Series 63, Alternative Investments, Mutual Funds, Equities, Asset Allocation, Fixed Income, Portfolio Management, Financial Services, Strategic Financial..., Securities
Education
College for Financial Planning 2009 — 2010
crps, retirement planning
none 1986 — 1989
University of Hartford 1979 — 1983
bs, finance/insurance
scranton central high school 1976 — 1979
Wells Fargo Advisors July 2014 - Present
Morgan Stanley Smith Barney September 2006 - July 2014
UBS financial services September 2001 - September 2006
Merrill Lynch September 1995 - September 2000
Shearson Lehman Brothers September 1984 - September 1995
Skills
Retirement Planning, Series 7, Wealth Management, Asset Management, Investments, Series 63, Alternative Investments, Mutual Funds, Equities, Asset Allocation, Fixed Income, Portfolio Management, Financial Services, Strategic Financial..., Securities
Education
College for Financial Planning 2009 — 2010
crps, retirement planning
none 1986 — 1989
University of Hartford 1979 — 1983
bs, finance/insurance
scranton central high school 1976 — 1979
Navita Ramjassingh's Morgan Stanley Smith Barney Experience July 2007 - August 2011
Job Business Systems Analyst II
Industry Investment Management
Experience
FIS - Fidelity Information Services May 2015 - Present
FIS-Capco January 2014 - April 2015
Gartland and Mellina Group May 2013 - December 2013
Federal Reserve Bank of New York June 2012 - February 2013
GE Asset Management September 2011 - June 2012
Morgan Stanley Smith Barney July 2007 - August 2011
BNY Mellon - Dreyfus May 2006 - July 2007
Skills
Fixed Income, Bloomberg, Equities, Series 7, Portfolio Management, Investments, Mutual Funds, Asset Allocation, Hedge Funds, Alternative Investments, Series 63, Financial Modeling, Securities, Asset Managment, Derivatives, Capital Markets, Trading, Financial Analysis, Financial Markets, Valuation, Banking, Trading Systems, Asset Management
Education
Pace University - Lubin School of Business 2009 — 2010
Master of Science (MS), Finance, General
Hunter College 2001 — 2005
Bachelor of Arts (BA), Economics
FIS - Fidelity Information Services May 2015 - Present
FIS-Capco January 2014 - April 2015
Gartland and Mellina Group May 2013 - December 2013
Federal Reserve Bank of New York June 2012 - February 2013
GE Asset Management September 2011 - June 2012
Morgan Stanley Smith Barney July 2007 - August 2011
BNY Mellon - Dreyfus May 2006 - July 2007
Skills
Fixed Income, Bloomberg, Equities, Series 7, Portfolio Management, Investments, Mutual Funds, Asset Allocation, Hedge Funds, Alternative Investments, Series 63, Financial Modeling, Securities, Asset Managment, Derivatives, Capital Markets, Trading, Financial Analysis, Financial Markets, Valuation, Banking, Trading Systems, Asset Management
Education
Pace University - Lubin School of Business 2009 — 2010
Master of Science (MS), Finance, General
Hunter College 2001 — 2005
Bachelor of Arts (BA), Economics
Balin Michael Balin Michael's Morgan Stanley Smith Barney Experience July 2011 - August 2011
Job Analyst at Mission Capital Advisors
Industry Financial Services
Experience
Emax Financial & Real Estate Advisory Services, LLC June 2013 - August 2013
The Solaris Group, LLC July 2012 - August 2012
Morgan Stanley Smith Barney July 2011 - August 2011
Divers Down June 2011 - July 2011
Skills
Microsoft Excel, Bloomberg Terminal, Microsoft Office, Microsoft Word, PADI Rescue Diver
Education
Colgate University 2010 — 2014
Bachelor's Degree, Economics, Cum Laude
Tuck School of Business at Dartmouth 2012 — 2012
Business Bridge Program
Hackley School 2006 — 2010
Emax Financial & Real Estate Advisory Services, LLC June 2013 - August 2013
The Solaris Group, LLC July 2012 - August 2012
Morgan Stanley Smith Barney July 2011 - August 2011
Divers Down June 2011 - July 2011
Skills
Microsoft Excel, Bloomberg Terminal, Microsoft Office, Microsoft Word, PADI Rescue Diver
Education
Colgate University 2010 — 2014
Bachelor's Degree, Economics, Cum Laude
Tuck School of Business at Dartmouth 2012 — 2012
Business Bridge Program
Hackley School 2006 — 2010
Robert Zawadzkas's Morgan Stanley Smith Barney Experience July 2010 - April 2011
Job Lead Business Analyst Asset Management Tech at PNC
Industry Information Technology and Services
Experience
PNC June 2015 - Present
Automated Financial Systems, Inc. (AFS) April 2011 - May 2015
Morgan Stanley Smith Barney July 2010 - April 2011
JP Morgan Chase December 1999 - July 2010
Deutsche Bank January 1999 - December 1999
Morgan Stanley Dean Witter April 1996 - December 1998
MFS Investment Management April 1994 - March 1996
New England Financial March 1990 - February 1994
Skills
Testing, Analysis, Requirements Gathering, Process Improvement, Project Management, Business Requirements, Product Management, SDLC, Training, Vendor Management
Education
Clark University 1985 — 1989
BA, Economics
Horace Mann 1981 — 1985
PNC June 2015 - Present
Automated Financial Systems, Inc. (AFS) April 2011 - May 2015
Morgan Stanley Smith Barney July 2010 - April 2011
JP Morgan Chase December 1999 - July 2010
Deutsche Bank January 1999 - December 1999
Morgan Stanley Dean Witter April 1996 - December 1998
MFS Investment Management April 1994 - March 1996
New England Financial March 1990 - February 1994
Skills
Testing, Analysis, Requirements Gathering, Process Improvement, Project Management, Business Requirements, Product Management, SDLC, Training, Vendor Management
Education
Clark University 1985 — 1989
BA, Economics
Horace Mann 1981 — 1985
George Debnam, Jr. George Debnam, Jr.'s Morgan Stanley Smith Barney Experience January 2001 - February 2009
Job Vice President, Investments at Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates, Inc. February 2009 - Present
Morgan Stanley Smith Barney January 2001 - February 2009
Skills
Investment Management, Retirement Planning, Risk Management, Estate Planning, Education Planning, Business Succession..., Investments, Wealth Management, Securities, Financial Advisory, Finance, Financial Services, Series 7, Mutual Funds, Asset Allocation
Education
PG 1983 — 1987
College of Charleston
Bachelor of Arts (B.A.), Political Science and Government
Raymond James & Associates, Inc. February 2009 - Present
Morgan Stanley Smith Barney January 2001 - February 2009
Skills
Investment Management, Retirement Planning, Risk Management, Estate Planning, Education Planning, Business Succession..., Investments, Wealth Management, Securities, Financial Advisory, Finance, Financial Services, Series 7, Mutual Funds, Asset Allocation
Education
PG 1983 — 1987
College of Charleston
Bachelor of Arts (B.A.), Political Science and Government
Alan Reisfield Alan Reisfield's Morgan Stanley Smith Barney Experience May 1993 - April 2008
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS Financial Services Inc. April 2008 - Present
Morgan Stanley Smith Barney May 1993 - April 2008
JH Cohn, LLP September 1989 - April 1993
Education
Clarion University of Pennsylvania 1985 — 1989
Bachelor of Business Administration (B.B.A.), Accounting
UBS Financial Services Inc. April 2008 - Present
Morgan Stanley Smith Barney May 1993 - April 2008
JH Cohn, LLP September 1989 - April 1993
Education
Clarion University of Pennsylvania 1985 — 1989
Bachelor of Business Administration (B.B.A.), Accounting
Morgan Hart Morgan Hart's Morgan Stanley Smith Barney Experience August 2004 - July 2010
Job Technical Specialist at Haynes, Incorporated
Industry Legal Services
Experience
Haynes, Incorporated September 2013 - Present
Hart Hyland Shepherd, LLC September 2012 - September 2013
The Ilk Alliance March 2012 - June 2012
College of Charleston July 2010 - August 2011
College of Charleston September 2010 - July 2011
Morgan Stanley Smith Barney August 2004 - July 2010
Education
College of Charleston 2010 — 2011
MBA, Finance
The George Washington University 1999 — 2003
BA, International Affairs
Haynes, Incorporated September 2013 - Present
Hart Hyland Shepherd, LLC September 2012 - September 2013
The Ilk Alliance March 2012 - June 2012
College of Charleston July 2010 - August 2011
College of Charleston September 2010 - July 2011
Morgan Stanley Smith Barney August 2004 - July 2010
Education
College of Charleston 2010 — 2011
MBA, Finance
The George Washington University 1999 — 2003
BA, International Affairs
Matthew Herleman Matthew Herleman's Morgan Stanley Smith Barney Experience July 2011 - June 2013
Job Husband, Father, and Business Professional
Industry Consumer Services
Experience
Carpe Diem Private Preschool June 2013 - Present
Morgan Stanley Smith Barney July 2011 - June 2013
Wells Fargo October 2009 - July 2011
Wachovia Bank August 2006 - October 2009
Skills
Finance, Management, Leadership, Customer Service, Sales Management, Marketing, Direct Sales
Education
Clemson University - College of Business and Behavioral Science 2007 — 2009
MBA, Master of Business Administration
Clemson University - College of Business and Behavioral Science 1999 — 2003
Bachelor of Science, BS-Economics, BS-Management, Minor-Finance
Carpe Diem Private Preschool June 2013 - Present
Morgan Stanley Smith Barney July 2011 - June 2013
Wells Fargo October 2009 - July 2011
Wachovia Bank August 2006 - October 2009
Skills
Finance, Management, Leadership, Customer Service, Sales Management, Marketing, Direct Sales
Education
Clemson University - College of Business and Behavioral Science 2007 — 2009
MBA, Master of Business Administration
Clemson University - College of Business and Behavioral Science 1999 — 2003
Bachelor of Science, BS-Economics, BS-Management, Minor-Finance
Matthew Turnbull, CIMA, CMFC (313) 410-7017's Morgan Stanley Smith Barney Experience June 2010 - December 2011
Job Director, Wealth Management Investment Specialist at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2014 - Present
PNC Institutional Investments April 2012 - February 2014
Morgan Stanley Smith Barney June 2010 - December 2011
Morgan Stanley Smith Barney June 2007 - June 2010
Morgan Stanley June 2002 - 2007
Morgan Stanley June 2000 - June 2002
H&R Block Financial Advisors June 1994 - May 2000
U.S. Army/Michigan National Guard January 1987 - January 1993
Skills
Asset Allocation, Asset Management, Series 7, Wealth Management, Mutual Funds, Sales Management, Series 24, New Business Development, Business Strategy, Change Management, Alternative Investments, Separately Managed..., Series 3, Series 8, Fixed Income, Team Building, Risk Management, Fiduciary Liability, Direct Sales, mutual fund sales, Wire House Branch..., Wholesale Sales, Wholesaling, Pension Systems, Pensions, Pension Funds, Community Foundations, Foundation investment, Private Foundations, Endowment Funds, Trust Management, Institutional..., Taft-Hartley, Nonprofits
Education
Michigan State University 1986 — 1992
BS, Multi-Disciplinary Program
University of Pennsylvania-Wharton School 2007 — 2008
Certified Investment Manager Analyst, Executive Education
College for Financial Planning 2009 — 2009
CMFC-Chartered Mutual Fund Counselor
GP South 1982 — 1986
TIAA-CREF March 2014 - Present
PNC Institutional Investments April 2012 - February 2014
Morgan Stanley Smith Barney June 2010 - December 2011
Morgan Stanley Smith Barney June 2007 - June 2010
Morgan Stanley June 2002 - 2007
Morgan Stanley June 2000 - June 2002
H&R Block Financial Advisors June 1994 - May 2000
U.S. Army/Michigan National Guard January 1987 - January 1993
Skills
Asset Allocation, Asset Management, Series 7, Wealth Management, Mutual Funds, Sales Management, Series 24, New Business Development, Business Strategy, Change Management, Alternative Investments, Separately Managed..., Series 3, Series 8, Fixed Income, Team Building, Risk Management, Fiduciary Liability, Direct Sales, mutual fund sales, Wire House Branch..., Wholesale Sales, Wholesaling, Pension Systems, Pensions, Pension Funds, Community Foundations, Foundation investment, Private Foundations, Endowment Funds, Trust Management, Institutional..., Taft-Hartley, Nonprofits
Education
Michigan State University 1986 — 1992
BS, Multi-Disciplinary Program
University of Pennsylvania-Wharton School 2007 — 2008
Certified Investment Manager Analyst, Executive Education
College for Financial Planning 2009 — 2009
CMFC-Chartered Mutual Fund Counselor
GP South 1982 — 1986
Shaun Taylor's Morgan Stanley Smith Barney Experience May 1995 - December 1997
Job Project & Portfolio Management Consultant | Project Server Expert
Industry Management Consulting
Experience
ImageSoft, Inc. July 2014 - June 2015
MetLife February 2014 - June 2014
BB&T October 2012 - November 2013
Progress Energy January 2012 - October 2012
NC Department of Revenue March 2009 - January 2012
Swirl Mobile March 2006 - March 2009
Computer Sciences Corporation January 2001 - March 2006
Mobius Group January 2000 - January 2001
Charles Schwab December 1997 - December 1999
Morgan Stanley Smith Barney May 1995 - December 1997
Skills
PMP, Software Project..., SDLC, PMO, Program Management, Project Portfolio..., Project Server, Master Schedule, Business Analysis, CMMI, MS Project, Requirements Gathering, Enterprise Architecture, Resource Management, Business Process, Requirements Analysis, Visio, Business Process..., Project Delivery, Agile Project Management, Project Management, Process Improvement, Cross-functional Team..., Governance, Software Development, Project Planning, Microsoft Project
Education
Virginia Polytechnic Institute and State University 2003 — 2005
Master's, Information Technology
Clarion University of Pennsylvania 1990 — 1995
BSBA, Finance
ImageSoft, Inc. July 2014 - June 2015
MetLife February 2014 - June 2014
BB&T October 2012 - November 2013
Progress Energy January 2012 - October 2012
NC Department of Revenue March 2009 - January 2012
Swirl Mobile March 2006 - March 2009
Computer Sciences Corporation January 2001 - March 2006
Mobius Group January 2000 - January 2001
Charles Schwab December 1997 - December 1999
Morgan Stanley Smith Barney May 1995 - December 1997
Skills
PMP, Software Project..., SDLC, PMO, Program Management, Project Portfolio..., Project Server, Master Schedule, Business Analysis, CMMI, MS Project, Requirements Gathering, Enterprise Architecture, Resource Management, Business Process, Requirements Analysis, Visio, Business Process..., Project Delivery, Agile Project Management, Project Management, Process Improvement, Cross-functional Team..., Governance, Software Development, Project Planning, Microsoft Project
Education
Virginia Polytechnic Institute and State University 2003 — 2005
Master's, Information Technology
Clarion University of Pennsylvania 1990 — 1995
BSBA, Finance
Greg Mayeux, CFP® Greg Mayeux, CFP®'s Morgan Stanley Smith Barney Experience 2001 - April 2013
Job CERTIFIED FINANCIAL PLANNER™ Practitioner I Expert in Financial Planning for Business Owners, Families & Family Offices
Industry Financial Services
Experience
UBS Wealth Management April 2013 - Present
Morgan Stanley Smith Barney 2001 - April 2013
Merrill Lynch 1997 - 2001
Education
College for Financial Planning 2007 — 2007
University of Pennsylvania 2001 — 2001
Wright State University 1991 — 1995
BS, Business
Texas A&M University 1990 — 1991
UBS Wealth Management April 2013 - Present
Morgan Stanley Smith Barney 2001 - April 2013
Merrill Lynch 1997 - 2001
Education
College for Financial Planning 2007 — 2007
University of Pennsylvania 2001 — 2001
Wright State University 1991 — 1995
BS, Business
Texas A&M University 1990 — 1991
Amanda Rhodes, CFP® Amanda Rhodes, CFP®'s Morgan Stanley Smith Barney Experience January 2011 - November 2011
Job Financial Advisor at Merit Financial Advisors, LLC
Industry Investment Management
Experience
Merit Financial Advisors, LLC. May 2012 - Present
The Institute for Wealth Management February 2012 - May 2012
Morgan Stanley Smith Barney January 2011 - November 2011
The Ritz-Carlton, Denver September 2007 - December 2010
The Ritz-Carlton, San Francisco July 2005 - September 2007
The Ritz-Carlton, Naples, FL January 2003 - July 2005
Skills
Sales, Hospitality, Budgets, Hotels, Management, New Business Development, Event Management, Strategic Planning, Training, Finance, Investments, Strategic Financial..., Wealth Management, Portfolio Management, Asset Managment, Event Planning, Forecasting, Asset Allocation, Asset Management, Team Building, Front Office, Revenue Analysis, Series 63, Marketing, Uniform Combined State...
Education
Certified Financial Planner Board of Standards, Inc. 2009 — 2010
Passed CFP November 2010 Exam, Candidate for CFP Certification
College for Financial Planning 2009 — 2010
Graduate Degree, Personal Financial Planning
Florida State University - College of Business 1998 — 2002
Business, Hotel & Restaurant Management
Florida State University 2001 — 2001
Bachelor of Science, Hospitality
Merit Financial Advisors, LLC. May 2012 - Present
The Institute for Wealth Management February 2012 - May 2012
Morgan Stanley Smith Barney January 2011 - November 2011
The Ritz-Carlton, Denver September 2007 - December 2010
The Ritz-Carlton, San Francisco July 2005 - September 2007
The Ritz-Carlton, Naples, FL January 2003 - July 2005
Skills
Sales, Hospitality, Budgets, Hotels, Management, New Business Development, Event Management, Strategic Planning, Training, Finance, Investments, Strategic Financial..., Wealth Management, Portfolio Management, Asset Managment, Event Planning, Forecasting, Asset Allocation, Asset Management, Team Building, Front Office, Revenue Analysis, Series 63, Marketing, Uniform Combined State...
Education
Certified Financial Planner Board of Standards, Inc. 2009 — 2010
Passed CFP November 2010 Exam, Candidate for CFP Certification
College for Financial Planning 2009 — 2010
Graduate Degree, Personal Financial Planning
Florida State University - College of Business 1998 — 2002
Business, Hotel & Restaurant Management
Florida State University 2001 — 2001
Bachelor of Science, Hospitality
Eric Berger Eric Berger's Morgan Stanley Smith Barney Experience March 2007 - August 2007
Job Model Risk Analyst at Umpqua Bank
Industry Financial Services
Experience
Umpqua Bank January 2015 - Present
Maxim Integrated Products June 2012 - January 2015
Waypoint Homes May 2011 - August 2011
Berkeley Research Group LLC May 2010 - August 2010
Standard & Poor's 2007 - 2008
Morgan Stanley Smith Barney March 2007 - August 2007
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2010 — 2012
Masters, Financial Engineering
University of California, Berkeley 2003 — 2007
Bachelor, Economics
Beverly Hills High School
Umpqua Bank January 2015 - Present
Maxim Integrated Products June 2012 - January 2015
Waypoint Homes May 2011 - August 2011
Berkeley Research Group LLC May 2010 - August 2010
Standard & Poor's 2007 - 2008
Morgan Stanley Smith Barney March 2007 - August 2007
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2010 — 2012
Masters, Financial Engineering
University of California, Berkeley 2003 — 2007
Bachelor, Economics
Beverly Hills High School
John Klasing John Klasing's Morgan Stanley Smith Barney Experience May 2010 - August 2011
Job Fire Safety Group at O'Neal, Inc.
Industry Mechanical or Industrial Engineering
Experience
O'Neal, Inc. August 2011 - Present
Morgan Stanley Smith Barney May 2010 - August 2011
FLUOR CORPORATION May 2006 - December 2009
Norfolk Southern Corporation May 2003 - August 2005
Jacobs Engineering / Merit Constructors May 2002 - August 2002
Skills
P.E., Fire Protection...
Education
University of South Carolina - Darla Moore School of Business 2008 — 2010
Master, Business Administration
Clemson University
Bachelor of Science, Mechanical Engineering
CCES
SFPE Review Course
O'Neal, Inc. August 2011 - Present
Morgan Stanley Smith Barney May 2010 - August 2011
FLUOR CORPORATION May 2006 - December 2009
Norfolk Southern Corporation May 2003 - August 2005
Jacobs Engineering / Merit Constructors May 2002 - August 2002
Skills
P.E., Fire Protection...
Education
University of South Carolina - Darla Moore School of Business 2008 — 2010
Master, Business Administration
Clemson University
Bachelor of Science, Mechanical Engineering
CCES
SFPE Review Course
Lee Ann Quenault Lee Ann Quenault's Morgan Stanley Smith Barney Experience April 1999 - May 2012
Job First Vice President UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. May 2012 - Present
Fun Rain Boots May 2003 - September 2013
Morgan Stanley Smith Barney April 1999 - May 2012
Merrill Lynch February 1992 - April 1999
Education
Voorhees High School 1979 — 1983
HS Degree
Fairleigh Dickinson University-Florham Campus
Business
College of Saint Elizabeth
Business, Art History
UBS Financial Services Inc. May 2012 - Present
Fun Rain Boots May 2003 - September 2013
Morgan Stanley Smith Barney April 1999 - May 2012
Merrill Lynch February 1992 - April 1999
Education
Voorhees High School 1979 — 1983
HS Degree
Fairleigh Dickinson University-Florham Campus
Business
College of Saint Elizabeth
Business, Art History
Claire A. Adams Claire A. Adams's Morgan Stanley Smith Barney Experience April 1996 - June 2012
Job Senior Vice President at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. June 2012 - Present
Morgan Stanley Smith Barney April 1996 - June 2012
A. G. Edwards and Sons February 1990 - April 1996
Education
University of Pennsylvania - The Wharton School 2007 — 2008
CIMA(Ceritifed Investment Management Analyst), Investment Analysis
College for Financial Planning
CFP, Financial Planning
Northeastern University
Bachelor of Arts (B.A.), Psychology
UBS Financial Services Inc. June 2012 - Present
Morgan Stanley Smith Barney April 1996 - June 2012
A. G. Edwards and Sons February 1990 - April 1996
Education
University of Pennsylvania - The Wharton School 2007 — 2008
CIMA(Ceritifed Investment Management Analyst), Investment Analysis
College for Financial Planning
CFP, Financial Planning
Northeastern University
Bachelor of Arts (B.A.), Psychology
Mandy Bulwinkle Mandy Bulwinkle's Morgan Stanley Smith Barney Experience 2004 - December 2011
Job SAHM at Home
Industry Financial Services
Experience
Home 2012 - Present
Morgan Stanley Smith Barney 2004 - December 2011
Education
Clemson University 1998 — 2000
BS, Psychology
Home 2012 - Present
Morgan Stanley Smith Barney 2004 - December 2011
Education
Clemson University 1998 — 2000
BS, Psychology
Paige Van Sant Paige Van Sant's Morgan Stanley Smith Barney Experience 2008 - Present
Job Senior Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2008 - Present
Morgan Stanely Smith Barney 2008 - Present
Skills
Customer Relations, Word, Series 7, Equities, Series 66
Education
College of Charleston 2003 — 2007
BS, Finance
Morgan Stanley Smith Barney 2008 - Present
Morgan Stanely Smith Barney 2008 - Present
Skills
Customer Relations, Word, Series 7, Equities, Series 66
Education
College of Charleston 2003 — 2007
BS, Finance
Brett Holmes, CRPC® Brett Holmes, CRPC®'s Morgan Stanley Smith Barney Experience June 2009 - September 2010
Job Investment Operations Associate
Industry Financial Services
Experience
Berman McAleer January 2012 - Present
Berman McAleer Inc. September 2010 - January 2012
Morgan Stanley Smith Barney June 2009 - September 2010
Smith Barney June 2008 - August 2008
Skills
Holistic Financial..., Series 7, Series 66, Portfolio Management, Life & Health Insurance..., Disability Insurance, Uniform Combined State..., Business Planning, Business Development, New Business Development, Small Business, Family Business, Strategic Consulting, Franchise Consulting, Consulting, Marketing Strategy, International Marketing, Sales Prospecting, SWOT analysis
Education
College for Financial Planning
CRPC® (Chartered Retirement Planning Counselor SM)
Towson University 2009 — 2011
Bachelors Degree in Business Administration, Entrepreneurship
University of Maryland College Park 2008 — 2009
Loyola Blakefield 2003 — 2007
Berman McAleer January 2012 - Present
Berman McAleer Inc. September 2010 - January 2012
Morgan Stanley Smith Barney June 2009 - September 2010
Smith Barney June 2008 - August 2008
Skills
Holistic Financial..., Series 7, Series 66, Portfolio Management, Life & Health Insurance..., Disability Insurance, Uniform Combined State..., Business Planning, Business Development, New Business Development, Small Business, Family Business, Strategic Consulting, Franchise Consulting, Consulting, Marketing Strategy, International Marketing, Sales Prospecting, SWOT analysis
Education
College for Financial Planning
CRPC® (Chartered Retirement Planning Counselor SM)
Towson University 2009 — 2011
Bachelors Degree in Business Administration, Entrepreneurship
University of Maryland College Park 2008 — 2009
Loyola Blakefield 2003 — 2007
Josephine Phan Josephine Phan's Morgan Stanley Smith Barney Experience January 2013 - July 2013
Job Accounting Administrator
Industry Accounting
Experience
Morgan Stanley Smith Barney January 2013 - July 2013
MechoShade Systems, Inc. March 2005 - September 2011
Central Park Media 1999 - 2005
Skills
Team Building, Microsoft Excel, Management, Negotiation, Microsoft Office, Leadership, Program Management, Accounting, Budgets, Purchasing, Accounts Receivable, Teamwork, Microsoft Word, Time Management, Finance, Process Improvement, Customer Service
Education
City University of New York-Hunter College 1995 — 1999
WC Bryant
Morgan Stanley Smith Barney January 2013 - July 2013
MechoShade Systems, Inc. March 2005 - September 2011
Central Park Media 1999 - 2005
Skills
Team Building, Microsoft Excel, Management, Negotiation, Microsoft Office, Leadership, Program Management, Accounting, Budgets, Purchasing, Accounts Receivable, Teamwork, Microsoft Word, Time Management, Finance, Process Improvement, Customer Service
Education
City University of New York-Hunter College 1995 — 1999
WC Bryant
Katherine Krozel's Morgan Stanley Smith Barney Experience March 2006 - September 2010
Job Administrative Support
Industry Public Relations and Communications
Experience
Intel Corporation December 2012 - Present
Morgan Stanley Smith Barney March 2006 - September 2010
Skills
Customer Service, Sales, Microsoft Office, Event Planning, Sales Management, Team Leadership, Social Media, Negotiation
Education
University of Illinois at Urbana-Champaign 2010 — 2012
Bachelors Degree, Communications
College of DuPage 2005 — 2010
Associates of the Arts
Intel Corporation December 2012 - Present
Morgan Stanley Smith Barney March 2006 - September 2010
Skills
Customer Service, Sales, Microsoft Office, Event Planning, Sales Management, Team Leadership, Social Media, Negotiation
Education
University of Illinois at Urbana-Champaign 2010 — 2012
Bachelors Degree, Communications
College of DuPage 2005 — 2010
Associates of the Arts
Steven Brahy, CFP® Steven Brahy, CFP®'s Morgan Stanley Smith Barney Experience March 1989 - June 2009
Job Wealth Management Advisor
Industry Financial Services
Experience
Chase Investment Services Corp. September 2010 - October 2011
Ameriprise Financial Services, Inc. June 2009 - May 2010
Morgan Stanley Smith Barney March 1989 - June 2009
Skills
Wealth Management, Investment Advisory, Retirement Planning, Strategic Financial..., Investments, Investment Strategies, Insurance, 401k, Asset Management, Financial Planning, Mutual Funds, Portfolio Management, Fixed Annuities, Equities, Financial Services, Finance
Education
University of California, Los Angeles 1980 — 1985
Bachelor of Arts, Economics- Business
College for Financial Planning 1993 — 1996
CFP®, Financial Planning
Chase Investment Services Corp. September 2010 - October 2011
Ameriprise Financial Services, Inc. June 2009 - May 2010
Morgan Stanley Smith Barney March 1989 - June 2009
Skills
Wealth Management, Investment Advisory, Retirement Planning, Strategic Financial..., Investments, Investment Strategies, Insurance, 401k, Asset Management, Financial Planning, Mutual Funds, Portfolio Management, Fixed Annuities, Equities, Financial Services, Finance
Education
University of California, Los Angeles 1980 — 1985
Bachelor of Arts, Economics- Business
College for Financial Planning 1993 — 1996
CFP®, Financial Planning
Sterling Lecy Sterling Lecy's Morgan Stanley Smith Barney Experience April 2012 - August 2012
Job Energy Portfolio Management Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2015 - Present
Clemson Entrepreneurial Development Center December 2012 - April 2015
SunTrust Robinson Humphrey June 2014 - August 2014
Boeing January 2014 - April 2014
Federal Farm Credit Banks Funding Corporation May 2013 - August 2013
Clemson University March 2012 - May 2013
Morgan Stanley Smith Barney April 2012 - August 2012
Skills
Leadership, Finance, Financial Analysis, Business Analysis, Research, Management, Fixed Income Analysis, Fixed Income Strategies, Start-up Consulting, Venture Capital, Entrepreneurship, Portfolio Management, Microsoft Office, 3D Brokerage Interface, Bloomberg, Microsoft Excel, PowerPoint, Accounting, Public Speaking, Customer Service, Event Planning, Social Media, Teamwork, Investments, Team Leadership, Social Networking, Community Outreach, Capital Markets, Fixed Income, Fixed Income Portfolio..., Financial Modeling, Bloomberg Terminal, Data Analysis, Analysis, Valuation, Corporate Finance, Business Strategy, Economics, Project Management
Education
Clemson University 2011 — 2015
Bachelor of Science (B.S.) Magna Cum Laude, Corporate Finance, Senior
SunTrust Robinson Humphrey July 2015 - Present
Clemson Entrepreneurial Development Center December 2012 - April 2015
SunTrust Robinson Humphrey June 2014 - August 2014
Boeing January 2014 - April 2014
Federal Farm Credit Banks Funding Corporation May 2013 - August 2013
Clemson University March 2012 - May 2013
Morgan Stanley Smith Barney April 2012 - August 2012
Skills
Leadership, Finance, Financial Analysis, Business Analysis, Research, Management, Fixed Income Analysis, Fixed Income Strategies, Start-up Consulting, Venture Capital, Entrepreneurship, Portfolio Management, Microsoft Office, 3D Brokerage Interface, Bloomberg, Microsoft Excel, PowerPoint, Accounting, Public Speaking, Customer Service, Event Planning, Social Media, Teamwork, Investments, Team Leadership, Social Networking, Community Outreach, Capital Markets, Fixed Income, Fixed Income Portfolio..., Financial Modeling, Bloomberg Terminal, Data Analysis, Analysis, Valuation, Corporate Finance, Business Strategy, Economics, Project Management
Education
Clemson University 2011 — 2015
Bachelor of Science (B.S.) Magna Cum Laude, Corporate Finance, Senior
Peter Barsoom Peter Barsoom's Morgan Stanley Smith Barney Experience 2006 - 2008
Job Founder and CEO, Nuka Enterprises
Industry Financial Services
Experience
Nuka Enterprises July 2014 - Present
IntercontinentalExchange, Inc. January 2014 - September 2014
IntercontinentalExchange, Inc. April 2010 - January 2014
Blue Mountain Capital Management April 2008 - March 2010
Morgan Stanley June 2006 - April 2008
Morgan Stanley Smith Barney 2006 - 2008
Merrill Lynch March 2003 - June 2006
American Express 2000 - 2003
MMG July 1997 - March 2000
Mitchell Madison Group 1997 - 2000
Skills
Hedge Funds, Fixed Income, Capital Markets, Derivatives, Alternative Investments, Asset Managment, Investments, Risk Management, Portfolio Management, Financial Modeling, Trading, Bloomberg, Credit Derivatives, Financial Services, Due Diligence, Securities, Asset Management, Strategic Partnerships
Education
Princeton University 1992 — 1997
PhD Candidate
Colgate University 1988 — 1992
BA
East Brunswick High School 1984 — 1988
Nuka Enterprises July 2014 - Present
IntercontinentalExchange, Inc. January 2014 - September 2014
IntercontinentalExchange, Inc. April 2010 - January 2014
Blue Mountain Capital Management April 2008 - March 2010
Morgan Stanley June 2006 - April 2008
Morgan Stanley Smith Barney 2006 - 2008
Merrill Lynch March 2003 - June 2006
American Express 2000 - 2003
MMG July 1997 - March 2000
Mitchell Madison Group 1997 - 2000
Skills
Hedge Funds, Fixed Income, Capital Markets, Derivatives, Alternative Investments, Asset Managment, Investments, Risk Management, Portfolio Management, Financial Modeling, Trading, Bloomberg, Credit Derivatives, Financial Services, Due Diligence, Securities, Asset Management, Strategic Partnerships
Education
Princeton University 1992 — 1997
PhD Candidate
Colgate University 1988 — 1992
BA
East Brunswick High School 1984 — 1988
Michael Boudway Michael Boudway's Morgan Stanley Smith Barney Experience January 2008 - July 2010
Job Financial Advisor at Allied Wealth Partners
Industry Financial Services
Experience
Allied Wealth Partners July 2010 - Present
Morgan Stanley Smith Barney January 2008 - July 2010
Fette America October 2002 - February 2008
IMA Kilian July 1998 - October 2002
MCC 1995 - 1998
Ringle Components 1993 - 1996
Education
Clarkson University 1989 — 1993
BS, Engineering & Management
Canandaigua Academy 1984 — 1988
Bachelor of Science (B.S.), Engineering & Management
Allied Wealth Partners July 2010 - Present
Morgan Stanley Smith Barney January 2008 - July 2010
Fette America October 2002 - February 2008
IMA Kilian July 1998 - October 2002
MCC 1995 - 1998
Ringle Components 1993 - 1996
Education
Clarkson University 1989 — 1993
BS, Engineering & Management
Canandaigua Academy 1984 — 1988
Bachelor of Science (B.S.), Engineering & Management
Melissa Jennings's Morgan Stanley Smith Barney Experience July 2004 - January 2007
Job Assistant Business Development Manager
Industry Automotive
Experience
Automax Auto Group February 2014 - Present
Automax Auto Group July 2011 - Present
Fort Thunder Harley-Davidson June 2013 - February 2014
APS Healthcare January 2009 - June 2011
Morgan Stanley Smith Barney July 2004 - January 2007
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Sales, Customer Satisfaction, Phone Skills, Phone Etiquette, Writing, Online Research, Process Improvement, Telephone Skills, Analysis, Team Building, Management, Marketing, Time Management, Business Development
Education
University of Central Oklahoma - College of Business Administration 2005 — 2008
Finance, General
University of Oklahoma
Accounting and Finance
Automax Auto Group February 2014 - Present
Automax Auto Group July 2011 - Present
Fort Thunder Harley-Davidson June 2013 - February 2014
APS Healthcare January 2009 - June 2011
Morgan Stanley Smith Barney July 2004 - January 2007
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Sales, Customer Satisfaction, Phone Skills, Phone Etiquette, Writing, Online Research, Process Improvement, Telephone Skills, Analysis, Team Building, Management, Marketing, Time Management, Business Development
Education
University of Central Oklahoma - College of Business Administration 2005 — 2008
Finance, General
University of Oklahoma
Accounting and Finance
Adam Van Cleave Adam Van Cleave's Morgan Stanley Smith Barney Experience May 2006 - August 2006
Job IV Portfolio Manager at Baxter Healthcare
Industry Medical Devices
Experience
Baxter Healthcare July 2008 - Present
Baxter Healthcare October 2007 - July 2008
Morgan Stanley Smith Barney May 2006 - August 2006
Skills
Medical Devices, Hospitals, Consultative Selling, Customer Relations, Account Management, Healthcare, Strategic Planning, Negotiation, Capital Equipment, Customer Service, Compliance, Territory, Sales Operations, Product Launch, Selling, Pharmaceutical Industry, Pharmaceutical Sales, Sales
Education
Clarke University 2003 — 2007
Bachelor's Degree, Finance, General
Baxter Healthcare July 2008 - Present
Baxter Healthcare October 2007 - July 2008
Morgan Stanley Smith Barney May 2006 - August 2006
Skills
Medical Devices, Hospitals, Consultative Selling, Customer Relations, Account Management, Healthcare, Strategic Planning, Negotiation, Capital Equipment, Customer Service, Compliance, Territory, Sales Operations, Product Launch, Selling, Pharmaceutical Industry, Pharmaceutical Sales, Sales
Education
Clarke University 2003 — 2007
Bachelor's Degree, Finance, General
Nick Verano Nick Verano's Morgan Stanley Smith Barney Experience August 2005 - August 2010
Job Vice President at Robert W. Baird & Company
Industry Financial Services
Experience
Robert W. Baird & Co. August 2010 - Present
Morgan Stanley Smith Barney August 2005 - August 2010
Skills
Investments, Portfolio Management, Financial Analysis, Mutual Funds, Series 7, Asset Management, Strategic Financial..., Wealth Management, Marketing Strategy, Retirement Planning, Socially Responsible...
Education
University of North Carolina at Chapel Hill 1995 — 1997
BA, Econ
College of Charleston 1993 — 1995
Robert W. Baird & Co. August 2010 - Present
Morgan Stanley Smith Barney August 2005 - August 2010
Skills
Investments, Portfolio Management, Financial Analysis, Mutual Funds, Series 7, Asset Management, Strategic Financial..., Wealth Management, Marketing Strategy, Retirement Planning, Socially Responsible...
Education
University of North Carolina at Chapel Hill 1995 — 1997
BA, Econ
College of Charleston 1993 — 1995
David Haire David Haire's Morgan Stanley Smith Barney Experience January 2009 - July 2013
Job Director at UBS
Industry Financial Services
Experience
UBS Wealth Management August 2013 - Present
Morgan Stanley Smith Barney January 2009 - July 2013
Smith Barney Citigroup January 2007 - December 2008
Smith Barney Citigroup July 2004 - December 2006
Skills
Equities, Investments, Portfolio Management, ETFs, Series 7, Series 63, Wealth Management, Asset Managment, Bloomberg, Financial Modeling, Valuation, Capital Markets, Financial Analysis, Asset Allocation, Series 86, Series 87, Series 65
Education
Colgate University 2000 — 2004
Bachelor of Arts (B.A.), History
UBS Wealth Management August 2013 - Present
Morgan Stanley Smith Barney January 2009 - July 2013
Smith Barney Citigroup January 2007 - December 2008
Smith Barney Citigroup July 2004 - December 2006
Skills
Equities, Investments, Portfolio Management, ETFs, Series 7, Series 63, Wealth Management, Asset Managment, Bloomberg, Financial Modeling, Valuation, Capital Markets, Financial Analysis, Asset Allocation, Series 86, Series 87, Series 65
Education
Colgate University 2000 — 2004
Bachelor of Arts (B.A.), History
Darnella L. Banks's Morgan Stanley Smith Barney Experience January 2007 - September 2013
Job AML Compliance Director Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2013 - Present
Morgan Stanley Smith Barney January 2007 - September 2013
Citi May 2006 - October 2007
LeBoeuf, Lamb, Greene & MacRae September 2000 - March 2001
Skills
Financial Regulation, Securities Regulation, Regulatory Analysis, Legal Compliance, Compliance, FINRA, Alternative Investments, Litigation, Financial Services, Securities, Finance, AML, Mutual Funds, Series 7, Financial Risk, Due Diligence, OFAC, Negotiation, Legal Writing, Legal Research, Westlaw, Settlement, Financial Markets, Internal Investigations, Document Review, Financial Analysis, Equities, Fixed Income, KYC, Arbitration, Bonds, Hedge Funds, Corporate Law, Wealth Management, Risk Management, Anti Money Laundering
Education
New York Law School 2012 — 2015
Juris Doctorate Candidate, Banking, Corporate, Finance, and Securities Law
John Jay College of Criminal Justice 2000 — 2002
Bachelor of Science (BS), Legal Studies, General
CUNY Hostos Community College 1998 — 2000
Associate of Arts and Sciences (A.A.S.), Paralegal Studies
Morgan Stanley September 2013 - Present
Morgan Stanley Smith Barney January 2007 - September 2013
Citi May 2006 - October 2007
LeBoeuf, Lamb, Greene & MacRae September 2000 - March 2001
Skills
Financial Regulation, Securities Regulation, Regulatory Analysis, Legal Compliance, Compliance, FINRA, Alternative Investments, Litigation, Financial Services, Securities, Finance, AML, Mutual Funds, Series 7, Financial Risk, Due Diligence, OFAC, Negotiation, Legal Writing, Legal Research, Westlaw, Settlement, Financial Markets, Internal Investigations, Document Review, Financial Analysis, Equities, Fixed Income, KYC, Arbitration, Bonds, Hedge Funds, Corporate Law, Wealth Management, Risk Management, Anti Money Laundering
Education
New York Law School 2012 — 2015
Juris Doctorate Candidate, Banking, Corporate, Finance, and Securities Law
John Jay College of Criminal Justice 2000 — 2002
Bachelor of Science (BS), Legal Studies, General
CUNY Hostos Community College 1998 — 2000
Associate of Arts and Sciences (A.A.S.), Paralegal Studies
Harry Jewett Harry Jewett's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job Internal Investment Consultant at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors September 2014 - Present
Allianz Global Investors May 2013 - August 2014
Allianz Global Investors May 2012 - August 2012
Jones Lang LaSalle June 2011 - August 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Research, Microsoft Excel, Stata, Mutual Funds, PowerPoint, Economics, Microsoft Office
Education
Colgate University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Cherry Creek High School 2005 — 2009
Allianz Global Investors September 2014 - Present
Allianz Global Investors May 2013 - August 2014
Allianz Global Investors May 2012 - August 2012
Jones Lang LaSalle June 2011 - August 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Research, Microsoft Excel, Stata, Mutual Funds, PowerPoint, Economics, Microsoft Office
Education
Colgate University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Cherry Creek High School 2005 — 2009
Michelle Valenzuela Michelle Valenzuela's Morgan Stanley Smith Barney Experience March 2007 - September 2007
Job Marketing Event Coordinator
Industry Events Services
Experience
Barclays Capital August 2012 - February 2013
six sigma usa, inc. January 2011 - August 2012
13th Street Entertainment February 2011 - September 2011
Headquarters March 2008 - September 2008
Morgan Stanley Smith Barney March 2007 - September 2007
Skills
Microsoft Excel, QuickBooks, Photoshop, People Skills, Fast Learner, Communication Skills, Microsoft Office, Microsoft Word, Management, Teamwork, Public Relations, Customer Service, Marketing, Training, Access, Advertising, Human Resources, Time Management, Social Networking, Leadership, Negotiation, Event Planning, Hospitality, Sales, Data Analysis, Outlook, Social Media, Event Management, PowerPoint
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2011
Bachelor of Arts (B.A.), Psychology
College of the Canyons 2008 — 2008
Mother Seton Regional Highschool 2002 — 2006
Barclays Capital August 2012 - February 2013
six sigma usa, inc. January 2011 - August 2012
13th Street Entertainment February 2011 - September 2011
Headquarters March 2008 - September 2008
Morgan Stanley Smith Barney March 2007 - September 2007
Skills
Microsoft Excel, QuickBooks, Photoshop, People Skills, Fast Learner, Communication Skills, Microsoft Office, Microsoft Word, Management, Teamwork, Public Relations, Customer Service, Marketing, Training, Access, Advertising, Human Resources, Time Management, Social Networking, Leadership, Negotiation, Event Planning, Hospitality, Sales, Data Analysis, Outlook, Social Media, Event Management, PowerPoint
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2011
Bachelor of Arts (B.A.), Psychology
College of the Canyons 2008 — 2008
Mother Seton Regional Highschool 2002 — 2006
Carmen M. Monaco Carmen M. Monaco's Morgan Stanley Smith Barney Experience August 2001 - September 2013
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2013 - Present
Morgan Stanley Smith Barney August 2001 - September 2013
Morgan Stanley Dean Witter January 2000 - August 2001
Skills
Wealth Management, Portfolio Management, Investments, Asset Allocation, Equities, Mutual Funds, Securities, Retirement Planning, Fixed Income, Alternative Investments, Asset Management
Education
Cleveland State University
Accounting and Finance
Cuyahoga Community College
Business Administration and Management, General
Nordonia High School
Wells Fargo Advisors, LLC September 2013 - Present
Morgan Stanley Smith Barney August 2001 - September 2013
Morgan Stanley Dean Witter January 2000 - August 2001
Skills
Wealth Management, Portfolio Management, Investments, Asset Allocation, Equities, Mutual Funds, Securities, Retirement Planning, Fixed Income, Alternative Investments, Asset Management
Education
Cleveland State University
Accounting and Finance
Cuyahoga Community College
Business Administration and Management, General
Nordonia High School
Carol Empie, CRPC®, AWMA® Carol Empie, CRPC®, AWMA®'s Morgan Stanley Smith Barney Experience April 2003 - June 2009
Job Financial Advisor, Vice President, Investments at Kairos Wealth Advisors of Raymond James
Industry Financial Services
Experience
Kairos Wealth Advisors of Raymond James June 2009 - Present
Morgan Stanley Smith Barney April 2003 - June 2009
ExecuTrain of Baltimore June 1994 - April 2003
Baltimore County Public Schools September 1989 - June 1994
Carroll County Public Schools August 1973 - September 1981
Skills
Investments, Retirement, Financial Advisory, Securities, Wealth Management..., Series 7, Strategic Planning, Uniform Combined State..., Retirement Planning, 401k Rollovers, Investment Advisory, Wealth Management, Asset Allocation, Mutual Funds, Investment Strategies
Education
College for Financial Planning 2010 — 2010
AWMA®, Accredited Wealth Management Advisor
College for Financial Planning 2007 — 2007
CRPC®, Chartered Retirement Planning Counselor
The Johns Hopkins University 1975 — 1977
M.L.A.
Western Maryland College 1969 — 1973
B.A., French, English, Education
Kairos Wealth Advisors of Raymond James June 2009 - Present
Morgan Stanley Smith Barney April 2003 - June 2009
ExecuTrain of Baltimore June 1994 - April 2003
Baltimore County Public Schools September 1989 - June 1994
Carroll County Public Schools August 1973 - September 1981
Skills
Investments, Retirement, Financial Advisory, Securities, Wealth Management..., Series 7, Strategic Planning, Uniform Combined State..., Retirement Planning, 401k Rollovers, Investment Advisory, Wealth Management, Asset Allocation, Mutual Funds, Investment Strategies
Education
College for Financial Planning 2010 — 2010
AWMA®, Accredited Wealth Management Advisor
College for Financial Planning 2007 — 2007
CRPC®, Chartered Retirement Planning Counselor
The Johns Hopkins University 1975 — 1977
M.L.A.
Western Maryland College 1969 — 1973
B.A., French, English, Education
Benjamin Bergsma's Morgan Stanley Smith Barney Experience October 2009 - May 2010
Job Financial Planning & Analysis at JetBlue Airways
Industry Airlines/Aviation
Experience
JetBlue Airways January 2013 - Present
Mesa Air Group, Inc. August 2010 - December 2012
Morgan Stanley Smith Barney October 2009 - May 2010
Skills
Variance Analysis, Financial Modeling, Forecasting, Financial Analysis, Financial Reporting, Budgets, Commercial Aviation, Accounting, Team Leadership
Education
Claremont McKenna College 2006 — 2010
Bachelor of Arts (B.A.), Economics
JetBlue Airways January 2013 - Present
Mesa Air Group, Inc. August 2010 - December 2012
Morgan Stanley Smith Barney October 2009 - May 2010
Skills
Variance Analysis, Financial Modeling, Forecasting, Financial Analysis, Financial Reporting, Budgets, Commercial Aviation, Accounting, Team Leadership
Education
Claremont McKenna College 2006 — 2010
Bachelor of Arts (B.A.), Economics
Ryane Staples's Morgan Stanley Smith Barney Experience 2008 - 2008
Job PreDental Student and Tutor at UNH
Industry Higher Education
Experience
University of New Hampshire January 2015 - Present
Ivesia Solutions April 2013 - July 2014
Cintas September 2012 - April 2013
Enterprise Rent-A-Car October 2011 - September 2012
Enterprise Rent-A-Car July 2009 - October 2011
Colgate University 2007 - 2009
Morgan Stanley Smith Barney 2008 - 2008
Day's Jewelers March 2003 - December 2006
Skills
New Business Development, Lead Generation, Business Analysis, Business Planning, Marketing Strategy, Sales Presentations, Sales Process, Phone Skills, CRM software, Customer Relations, Outstanding Customer..., Customer Satisfaction..., MS Office Suite, Outlook, Teamwork, Microsoft Excel, Process Analysis, Operational Process..., Communication, Business Acumen, Requirements Analysis, Requirements Management, Problem Solving, Microsoft Office, Customer Service, CRM, Team Building, Direct Sales, Sales, Leadership, Business Development, Management, Training, Sales Management, Interviews, Account Management, Customer Satisfaction, Recruiting, Cold Calling, Benefits Negotiation, Compensation & Benefit, Negotiation, Compensation & Benefits...
Education
University of New Hampshire-Manchester 2014 — 2016
Post-Baccalaureate, Biological Sciences, 4.0
Colgate University 2005 — 2009
Bachelor's Degree, Economics (Major), Educational Studies (Minor), 3.0
Leavitt Area High School 2001 — 2005
High School, General Studies, 3.75
University of New Hampshire January 2015 - Present
Ivesia Solutions April 2013 - July 2014
Cintas September 2012 - April 2013
Enterprise Rent-A-Car October 2011 - September 2012
Enterprise Rent-A-Car July 2009 - October 2011
Colgate University 2007 - 2009
Morgan Stanley Smith Barney 2008 - 2008
Day's Jewelers March 2003 - December 2006
Skills
New Business Development, Lead Generation, Business Analysis, Business Planning, Marketing Strategy, Sales Presentations, Sales Process, Phone Skills, CRM software, Customer Relations, Outstanding Customer..., Customer Satisfaction..., MS Office Suite, Outlook, Teamwork, Microsoft Excel, Process Analysis, Operational Process..., Communication, Business Acumen, Requirements Analysis, Requirements Management, Problem Solving, Microsoft Office, Customer Service, CRM, Team Building, Direct Sales, Sales, Leadership, Business Development, Management, Training, Sales Management, Interviews, Account Management, Customer Satisfaction, Recruiting, Cold Calling, Benefits Negotiation, Compensation & Benefit, Negotiation, Compensation & Benefits...
Education
University of New Hampshire-Manchester 2014 — 2016
Post-Baccalaureate, Biological Sciences, 4.0
Colgate University 2005 — 2009
Bachelor's Degree, Economics (Major), Educational Studies (Minor), 3.0
Leavitt Area High School 2001 — 2005
High School, General Studies, 3.75
Adam Waitkevich's Morgan Stanley Smith Barney Experience October 2007 - February 2010
Job CFP®, AIF®, CDFA™ President/Founder Coppertree, LLC President/Founder Divorce Financial Solutions, LLC.
Industry Financial Services
Experience
Coppertree® August 2011 - Present
Divorce Financial Solutions, LLC January 2010 - Present
Morgan Stanley Smith Barney October 2007 - February 2010
Smith Barney February 2004 - October 2007
Skills
QDRO Preparation, QDRO Review, Divorce Consulting, Retirement Planning, Investments, Financial Planning, Financial Advisory, Finance
Education
Clark University 1999 — 2003
B.S., Economics
Timberlane
Coppertree® August 2011 - Present
Divorce Financial Solutions, LLC January 2010 - Present
Morgan Stanley Smith Barney October 2007 - February 2010
Smith Barney February 2004 - October 2007
Skills
QDRO Preparation, QDRO Review, Divorce Consulting, Retirement Planning, Investments, Financial Planning, Financial Advisory, Finance
Education
Clark University 1999 — 2003
B.S., Economics
Timberlane
Alex Curtis's Morgan Stanley Smith Barney Experience May 2009 - August 2011
Job Business Development at Addepar
Industry Information Technology and Services
Experience
Addepar May 2012 - Present
Morgan Stanley Smith Barney May 2009 - August 2011
Skills
Entrepreneurship, Business Development, Free Thinking, Analysis, Investments, Public Speaking, Financial Services, Marketing, Sales, Marketing Strategy, Networking, Social Networking, Wireless Networking, Online Social Networking, Business Networking, International Networking, Financial Modeling, Start-ups, Strategy, Due Diligence, Leadership, Home Networking, Reliability, Private Equity, Typing, Financial Analysis, Strategic Partnerships, Research, Economics, Spanish, Flexible to Change, Event Planning, Sunglasses, Yacht Clubs, Yacht Charters, Bodywork, Yachting, Breakfast, Wine Tasting, New Business Development
Education
Claremont McKenna College 2008 — 2012
Bachelor of Arts (B.A.), Government
Addepar May 2012 - Present
Morgan Stanley Smith Barney May 2009 - August 2011
Skills
Entrepreneurship, Business Development, Free Thinking, Analysis, Investments, Public Speaking, Financial Services, Marketing, Sales, Marketing Strategy, Networking, Social Networking, Wireless Networking, Online Social Networking, Business Networking, International Networking, Financial Modeling, Start-ups, Strategy, Due Diligence, Leadership, Home Networking, Reliability, Private Equity, Typing, Financial Analysis, Strategic Partnerships, Research, Economics, Spanish, Flexible to Change, Event Planning, Sunglasses, Yacht Clubs, Yacht Charters, Bodywork, Yachting, Breakfast, Wine Tasting, New Business Development
Education
Claremont McKenna College 2008 — 2012
Bachelor of Arts (B.A.), Government
Tyler Mercer Tyler Mercer's Morgan Stanley Smith Barney Experience January 2005 - May 2012
Job Vice President, Investments
Industry Financial Services
Experience
Alpha Capital Partners of Raymond James May 2012 - Present
Morgan Stanley Smith Barney January 2005 - May 2012
American Express Financial Advisors January 2002 - January 2005
Skills
Retirement Planning, Wealth Management, Financial Advisory, Strategic Financial..., Series 63, Retirement, Investments, Microsoft Excel, Customer Service, Asset Allocation, Microsoft Office, Investment Advisory, Finance, Certified Financial..., CRPC, Insurance, Series 7, Strategic Planning, Account Management, Sales, Sales Management, Mutual Funds, Real Estate
Education
College for Financial Planning 2004 — 2007
CFP - Certified Financial Planner, Finance
McDaniel College 1996 — 2001
BA, Business Administration
Kent County High School 1992 — 1996
Alpha Capital Partners of Raymond James May 2012 - Present
Morgan Stanley Smith Barney January 2005 - May 2012
American Express Financial Advisors January 2002 - January 2005
Skills
Retirement Planning, Wealth Management, Financial Advisory, Strategic Financial..., Series 63, Retirement, Investments, Microsoft Excel, Customer Service, Asset Allocation, Microsoft Office, Investment Advisory, Finance, Certified Financial..., CRPC, Insurance, Series 7, Strategic Planning, Account Management, Sales, Sales Management, Mutual Funds, Real Estate
Education
College for Financial Planning 2004 — 2007
CFP - Certified Financial Planner, Finance
McDaniel College 1996 — 2001
BA, Business Administration
Kent County High School 1992 — 1996
Stephen Darwak Stephen Darwak's Morgan Stanley Smith Barney Experience May 2009 - August 2009
Job Financial Analyst
Industry Aviation & Aerospace
Experience
Boeing October 2011 - Present
Hagemeyer North America June 2011 - October 2011
MassMutual Financial Group August 2010 - November 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Education
College of Charleston
BS, Business Administration with a Concentration in Finance
Boeing October 2011 - Present
Hagemeyer North America June 2011 - October 2011
MassMutual Financial Group August 2010 - November 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Education
College of Charleston
BS, Business Administration with a Concentration in Finance
Jeffrey McNerney's Morgan Stanley Smith Barney Experience 2009 - 2009
Job Associate at Aurora Capital Group
Industry Investment Banking
Experience
Aurora Capital Group July 2014 - Present
Lazard Freres & Co. Summer AnalystDreman Value Management2010 - 2010
Morgan Stanley Smith Barney 2009 - 2009
Pilot 2005 - 2005
Skills
Valuation, Financial Modeling, Economics, LBO, M&A experience, Capital IQ, Financial Analysis, Investment Banking, Stata, DCF, Corporate Finance, Bloomberg, Value Investing, Equities, Airplane Multiengine..., Emerging Markets
Education
Claremont McKenna College
Bachelor of Arts (B.A.), Philosophy, Politics, & Economics (PPE) and Economics
Aurora Capital Group July 2014 - Present
Lazard Freres & Co. Summer AnalystDreman Value Management2010 - 2010
Morgan Stanley Smith Barney 2009 - 2009
Pilot 2005 - 2005
Skills
Valuation, Financial Modeling, Economics, LBO, M&A experience, Capital IQ, Financial Analysis, Investment Banking, Stata, DCF, Corporate Finance, Bloomberg, Value Investing, Equities, Airplane Multiengine..., Emerging Markets
Education
Claremont McKenna College
Bachelor of Arts (B.A.), Philosophy, Politics, & Economics (PPE) and Economics
Chase Hinderstein's Morgan Stanley Smith Barney Experience September 1997 - May 2003
Job Vice President at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. Joining The Wise Investor Group in 2003, Chase provides portfolio analysis services to clients. He is a frequent guest on The Wise Investor Show, discussing the energy sector, fixed income and global markets. Chase obtained his bachelor's degree in international relations from Clark University and has more than 15 years of professional investment experience.Portfolio ManagerThe Wise Investor Group - Ferris Baker WattsJanuary 2003 - July 2007
Morgan Stanley Smith Barney September 1997 - May 2003
Skills
Investment Advisory, Wealth Management
Education
Clark University
Bachelor of Arts (B.A.)
Robert W. Baird & Co. Joining The Wise Investor Group in 2003, Chase provides portfolio analysis services to clients. He is a frequent guest on The Wise Investor Show, discussing the energy sector, fixed income and global markets. Chase obtained his bachelor's degree in international relations from Clark University and has more than 15 years of professional investment experience.Portfolio ManagerThe Wise Investor Group - Ferris Baker WattsJanuary 2003 - July 2007
Morgan Stanley Smith Barney September 1997 - May 2003
Skills
Investment Advisory, Wealth Management
Education
Clark University
Bachelor of Arts (B.A.)
Ariana Tivari's Morgan Stanley Smith Barney Experience March 2010 - May 2011
Job
Industry Hospital & Health Care
Experience
College of Mount Saint Vincent August 2014 - Present
Lombardi Plastic Surgery December 2014 - January 2015
EnTrust Capital May 2011 - February 2012
Morgan Stanley Smith Barney March 2010 - May 2011
Loeb Central Park Boathouse April 2008 - August 2010
Skills
Bloomberg Terminal, Event Planning, Event Management, Typing, Microsoft Office 2007, Microsoft Office, Operations Management
Education
College of Mount Saint Vincent 2014 — 2015
Bachelor's degree, Nursing
Monmouth University 2006 — 2009
Bachelor's degree, Finance
College of Mount Saint Vincent August 2014 - Present
Lombardi Plastic Surgery December 2014 - January 2015
EnTrust Capital May 2011 - February 2012
Morgan Stanley Smith Barney March 2010 - May 2011
Loeb Central Park Boathouse April 2008 - August 2010
Skills
Bloomberg Terminal, Event Planning, Event Management, Typing, Microsoft Office 2007, Microsoft Office, Operations Management
Education
College of Mount Saint Vincent 2014 — 2015
Bachelor's degree, Nursing
Monmouth University 2006 — 2009
Bachelor's degree, Finance
Lauren Greico-Hrivnak Lauren Greico-Hrivnak's Morgan Stanley Smith Barney Experience October 2008 - August 2014
Job Senior Director Product and Project Strategist at Fidelity Investments (National Financial)
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Morgan Stanley Smith Barney October 2008 - August 2014
Smith Barney May 2007 - October 2008
Smith Barney July 2005 - May 2007
Smith Barney February 2002 - July 2005
Gruntal & Co. July 2000 - June 2002
Skills
Portfolio Management, Wealth Management, Retirement Planning, Series 7, Alternative Investments, Series 63, Asset Allocation, Mutual Funds, Retirement, Investment Strategies, Financial Advisory, Investment Advisory, Uniform Combined State..., Series 24, FINRA, 401k, ETFs, Financial Services, Securities, Strategic Financial..., Financial Planning
Education
Coastal Carolina University 1996 — 2000
BA, Finance
Fidelity Investments March 2015 - Present
Morgan Stanley Smith Barney October 2008 - August 2014
Smith Barney May 2007 - October 2008
Smith Barney July 2005 - May 2007
Smith Barney February 2002 - July 2005
Gruntal & Co. July 2000 - June 2002
Skills
Portfolio Management, Wealth Management, Retirement Planning, Series 7, Alternative Investments, Series 63, Asset Allocation, Mutual Funds, Retirement, Investment Strategies, Financial Advisory, Investment Advisory, Uniform Combined State..., Series 24, FINRA, 401k, ETFs, Financial Services, Securities, Strategic Financial..., Financial Planning
Education
Coastal Carolina University 1996 — 2000
BA, Finance
Kate Hirschhorn Kate Hirschhorn's Morgan Stanley Smith Barney Experience July 2010 - February 2012
Job
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2012 - March 2013
Morgan Stanley Smith Barney July 2010 - February 2012
Morgan Stanley Smith Barney June 2009 - July 2010
Colgate University January 2006 - May 2009
Skills
Commercial Litigation, Financial Analysis, Policy, Internal Audit, Microsoft Excel, USA PATRIOT Act, Due Diligence, Market Research, Management, Bank Secrecy Act, Risk Management, KYC, OFAC, Social Networking, Financial Services, General Awesomeness, Family Vacations, Event Planning, CRM, Asset Management
Education
Colgate University 2005 — 2009
Bachelor of Arts (B.A.)
American Institute for Foreign Study 2007 — 2007
Morgan Stanley Wealth Management February 2012 - March 2013
Morgan Stanley Smith Barney July 2010 - February 2012
Morgan Stanley Smith Barney June 2009 - July 2010
Colgate University January 2006 - May 2009
Skills
Commercial Litigation, Financial Analysis, Policy, Internal Audit, Microsoft Excel, USA PATRIOT Act, Due Diligence, Market Research, Management, Bank Secrecy Act, Risk Management, KYC, OFAC, Social Networking, Financial Services, General Awesomeness, Family Vacations, Event Planning, CRM, Asset Management
Education
Colgate University 2005 — 2009
Bachelor of Arts (B.A.)
American Institute for Foreign Study 2007 — 2007
Jeff Ungurean Jeff Ungurean's Morgan Stanley Smith Barney Experience July 2007 - May 2011
Job Director, Implementation Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Goldman Sachs December 2012 - April 2015
Goldman Sachs May 2011 - December 2012
Morgan Stanley Smith Barney July 2007 - May 2011
Citigroup June 2005 - June 2007
SCHOTT AG June 2004 - August 2004
Skills
Mergers, Vendor Management, Portfolio Management, Mergers & Acquisitions, Business Strategy, Business Analysis, Risk Management, Financial Services, Product Management, Cross-functional Team..., Analytics, Strategy, IT Strategy, Competitive Analysis, Program Management, Management, Project Management
Education
Cornell University - S.C. Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.), with Distinction
Coastal Carolina University 2003 — 2005
B.S. in Business Administration, Management
University of Akron 2001 — 2002
Electrical Engineering
Drexel University 1998 — 2000
Electrical Engineering
Fidelity Investments April 2015 - Present
Goldman Sachs December 2012 - April 2015
Goldman Sachs May 2011 - December 2012
Morgan Stanley Smith Barney July 2007 - May 2011
Citigroup June 2005 - June 2007
SCHOTT AG June 2004 - August 2004
Skills
Mergers, Vendor Management, Portfolio Management, Mergers & Acquisitions, Business Strategy, Business Analysis, Risk Management, Financial Services, Product Management, Cross-functional Team..., Analytics, Strategy, IT Strategy, Competitive Analysis, Program Management, Management, Project Management
Education
Cornell University - S.C. Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.), with Distinction
Coastal Carolina University 2003 — 2005
B.S. in Business Administration, Management
University of Akron 2001 — 2002
Electrical Engineering
Drexel University 1998 — 2000
Electrical Engineering
Ewa Rosario Ewa Rosario's Morgan Stanley Smith Barney Experience November 1989 - Present
Job Application Development Manager at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 1989 - Present
Citigroup June 2000 - March 2011
Law Offices of Mark T. Zawistny June 1996 - September 1998
Skills
SDLC, Business Analysis, Vendor Management, IT Strategy, Risk Management, Project Management, Software Project..., Requirements Analysis, Enterprise Architecture, PMO, Disaster Recovery, IT Management, ITIL, Process Improvement, Program Management, Fixed Income, Data Warehousing, SharePoint, Business Intelligence, Integration, Portfolio Management, Trading Systems, Financial Services, Visio, DB2, Equities, Asset Management, Business Requirements, Requirements Gathering, Business Continuity, SOA, Sybase, Banking, Investment Banking, Management, Project Portfolio..., SQL, Analysis, Capital Markets, Agile Methodologies
Education
Stevens Institute of Technology 2007 — 2009
Master of Science, Information Technology Management
The Chubb Institute 1998 — 1999
Certificate, Computer Programming
City University of New York-John Jay College of Criminal Justice 1992 — 1995
Bachelor of Science, Legal Studies
Uniwersytet Warszawski / University of Warsaw 1985 — 1989
Law School
Morgan Stanley Smith Barney November 1989 - Present
Citigroup June 2000 - March 2011
Law Offices of Mark T. Zawistny June 1996 - September 1998
Skills
SDLC, Business Analysis, Vendor Management, IT Strategy, Risk Management, Project Management, Software Project..., Requirements Analysis, Enterprise Architecture, PMO, Disaster Recovery, IT Management, ITIL, Process Improvement, Program Management, Fixed Income, Data Warehousing, SharePoint, Business Intelligence, Integration, Portfolio Management, Trading Systems, Financial Services, Visio, DB2, Equities, Asset Management, Business Requirements, Requirements Gathering, Business Continuity, SOA, Sybase, Banking, Investment Banking, Management, Project Portfolio..., SQL, Analysis, Capital Markets, Agile Methodologies
Education
Stevens Institute of Technology 2007 — 2009
Master of Science, Information Technology Management
The Chubb Institute 1998 — 1999
Certificate, Computer Programming
City University of New York-John Jay College of Criminal Justice 1992 — 1995
Bachelor of Science, Legal Studies
Uniwersytet Warszawski / University of Warsaw 1985 — 1989
Law School
Katie Roach's Morgan Stanley Smith Barney Experience May 2006 - May 2008
Job Manager at PwC
Industry Accounting
Experience
PwC July 2015 - Present
PwC June 2012 - Present
PwC September 2009 - June 2012
PwC June 2008 - August 2008
Morgan Stanley Smith Barney May 2006 - May 2008
Skills
US GAAP, SEC filings, GAAP, CPA, Auditing, Sarbanes-Oxley Act, IFRS, Accounting, External Audit, Assurance, Big 4
Education
College of Charleston 2008 — 2009
Masters, Accountancy
College of Charleston 2004 — 2008
BS, Accounting
PwC July 2015 - Present
PwC June 2012 - Present
PwC September 2009 - June 2012
PwC June 2008 - August 2008
Morgan Stanley Smith Barney May 2006 - May 2008
Skills
US GAAP, SEC filings, GAAP, CPA, Auditing, Sarbanes-Oxley Act, IFRS, Accounting, External Audit, Assurance, Big 4
Education
College of Charleston 2008 — 2009
Masters, Accountancy
College of Charleston 2004 — 2008
BS, Accounting
Iris Schultz Iris Schultz's Morgan Stanley Smith Barney Experience April 2009 - July 2009
Job Designer at Bow Wow Pets
Industry Graphic Design
Experience
Bow Wow Pets July 2014 - March 2015
SPIRE GROUP May 2013 - January 2014
Central National-Gottesman October 2011 - October 2012
WILLIAM PAUL & ASSOCIATES, LTD April 2010 - August 2010
Morgan Stanley Smith Barney April 2009 - July 2009
EJ ASSOCIATES April 2007 - January 2008
Skills
InDesign, Digital Illustration, Photoshop, Dreamweaver, Illustrator, Illustration, Marketing Strategy, Advertising, Sales, Microsoft Office, Microsoft Office: Word,..., Sourcing, E-commerce, Microsoft Excel, Strategic Planning, Due Diligence
Education
City University of New York-Hunter College 2013 — 2014
Certificate of Graphic Design, Graphic Design
FORDHAM UNIVERSITY GRADUATE SCHOOL OF BUSINESS 2010 — 2011
Master of Business Administration, Finance
Fordham University 2008 — 2010
Bachlor of Science, Finance
Indiana University - Kelley School of Business 2006 — 2008
Finance
Bow Wow Pets July 2014 - March 2015
SPIRE GROUP May 2013 - January 2014
Central National-Gottesman October 2011 - October 2012
WILLIAM PAUL & ASSOCIATES, LTD April 2010 - August 2010
Morgan Stanley Smith Barney April 2009 - July 2009
EJ ASSOCIATES April 2007 - January 2008
Skills
InDesign, Digital Illustration, Photoshop, Dreamweaver, Illustrator, Illustration, Marketing Strategy, Advertising, Sales, Microsoft Office, Microsoft Office: Word,..., Sourcing, E-commerce, Microsoft Excel, Strategic Planning, Due Diligence
Education
City University of New York-Hunter College 2013 — 2014
Certificate of Graphic Design, Graphic Design
FORDHAM UNIVERSITY GRADUATE SCHOOL OF BUSINESS 2010 — 2011
Master of Business Administration, Finance
Fordham University 2008 — 2010
Bachlor of Science, Finance
Indiana University - Kelley School of Business 2006 — 2008
Finance
Brett Spencer Brett Spencer's Morgan Stanley Smith Barney Experience June 2010 - January 2011
Job Product Operations Manager at Google
Industry Marketing and Advertising
Experience
Google October 2014 - Present
Google August 2013 - October 2014
Google July 2011 - August 2013
Morgan Stanley Smith Barney June 2010 - January 2011
Nirvaha, Inc. June 2009 - January 2010
Roberts Environmental Center October 2008 - May 2009
Claremont McKenna College September 2008 - May 2009
Skills
DoubleClick, Mobile Devices, DFA, Product Management, SEO, Cross-functional Team..., Display Advertising, Mobile Advertising, Google Analytics, Web Analytics, Analytics, Ad Serving, Online Advertising, Mobile Marketing, Digital Marketing, Digital Media, Online Marketing, Digital Strategy, Networking
Education
Claremont McKenna College 2007 — 2011
Bachelor of Arts, Financial Economics
Google October 2014 - Present
Google August 2013 - October 2014
Google July 2011 - August 2013
Morgan Stanley Smith Barney June 2010 - January 2011
Nirvaha, Inc. June 2009 - January 2010
Roberts Environmental Center October 2008 - May 2009
Claremont McKenna College September 2008 - May 2009
Skills
DoubleClick, Mobile Devices, DFA, Product Management, SEO, Cross-functional Team..., Display Advertising, Mobile Advertising, Google Analytics, Web Analytics, Analytics, Ad Serving, Online Advertising, Mobile Marketing, Digital Marketing, Digital Media, Online Marketing, Digital Strategy, Networking
Education
Claremont McKenna College 2007 — 2011
Bachelor of Arts, Financial Economics
Jennelle Chorak Jennelle Chorak's Morgan Stanley Smith Barney Experience July 2005 - April 2010
Job Senior Financial Consultant at Security Service Federal Credit Union
Industry Investment Management
Experience
Security Service Investment Group April 2010 - Present
Morgan Stanley Smith Barney July 2005 - April 2010
Wells Fargo Bank February 2002 - July 2005
Merrill Lynch May 1999 - September 2000
Skills
Series 7, Retirement Planning, Investments, Strategic Financial..., Mutual Funds, Wealth Management, Uniform Combined State..., Investment Advisory, Retirement, Portfolio Management, Asset Allocation, Banking, Financial Advisory, Investment Management, 401k, Series 65, Insurance, Fixed Annuities, Risk Management, 401k Rollovers, IRAs, Roth IRA, Personal Financial..., Life Insurance, Fixed Income, Variable Annuities, Finance, Financial Planning
Education
College for Financial Planning 2006 — 2007
Chartered Retirement Plans Specialist
Colorado State University-Pueblo 2002 — 2003
Economics
Security Service Investment Group April 2010 - Present
Morgan Stanley Smith Barney July 2005 - April 2010
Wells Fargo Bank February 2002 - July 2005
Merrill Lynch May 1999 - September 2000
Skills
Series 7, Retirement Planning, Investments, Strategic Financial..., Mutual Funds, Wealth Management, Uniform Combined State..., Investment Advisory, Retirement, Portfolio Management, Asset Allocation, Banking, Financial Advisory, Investment Management, 401k, Series 65, Insurance, Fixed Annuities, Risk Management, 401k Rollovers, IRAs, Roth IRA, Personal Financial..., Life Insurance, Fixed Income, Variable Annuities, Finance, Financial Planning
Education
College for Financial Planning 2006 — 2007
Chartered Retirement Plans Specialist
Colorado State University-Pueblo 2002 — 2003
Economics
Brett H. Salzer, CRPC® Brett H. Salzer, CRPC®'s Morgan Stanley Smith Barney Experience September 2006 - August 2012
Job Senior Vice President, Mesirow Wealth Advisors; Adjunct Professor of Finance at Roosevelt University
Industry Investment Management
Experience
Mesirow Financial August 2012 - Present
Roosevelt University August 1999 - Present
Morgan Stanley Smith Barney September 2006 - August 2012
Five Star Development Group March 2004 - September 2006
Yahoo! January 2002 - March 2004
Education
College for Financial Planning 2009 — 2010
CRPC, Retirement Planning
Roosevelt University 1998 — 1999
MBA, Finance
Purdue University 1991 — 1995
BS, Hospitality Management
Mesirow Financial August 2012 - Present
Roosevelt University August 1999 - Present
Morgan Stanley Smith Barney September 2006 - August 2012
Five Star Development Group March 2004 - September 2006
Yahoo! January 2002 - March 2004
Education
College for Financial Planning 2009 — 2010
CRPC, Retirement Planning
Roosevelt University 1998 — 1999
MBA, Finance
Purdue University 1991 — 1995
BS, Hospitality Management
Timothy Massarelli's Morgan Stanley Smith Barney Experience May 2004 - August 2004
Job Sales & Business Development at eClinicalWorks
Industry Information Technology and Services
Experience
eClinicalWorks May 2015 - Present
AKUITY Technologies March 2013 - April 2015
Chase Technology Consultants, LLC October 2012 - March 2013
Brown Brothers Harriman March 2012 - August 2012
Medco Systems June 2008 - August 2011
The Tutor U Network September 2009 - June 2011
Morgan Stanley Smith Barney May 2004 - August 2004
Skills
Social Media, Microsoft Office, Photoshop, PowerPoint, Excel, HTML, Access, Process Improvement, Microsoft Excel, Customer Service, Cold Calling, Management, Business Development, Leadership, Account Management, Salesforce.com, Training, Marketing, Sales
Education
Clark University 2008 — 2011
Bachelor of Science (B.S.), Communication
Fordham University 2004 — 2005
Bachelor's degree, Business Administration and Management, General
Worcester Academy 2000 — 2004
eClinicalWorks May 2015 - Present
AKUITY Technologies March 2013 - April 2015
Chase Technology Consultants, LLC October 2012 - March 2013
Brown Brothers Harriman March 2012 - August 2012
Medco Systems June 2008 - August 2011
The Tutor U Network September 2009 - June 2011
Morgan Stanley Smith Barney May 2004 - August 2004
Skills
Social Media, Microsoft Office, Photoshop, PowerPoint, Excel, HTML, Access, Process Improvement, Microsoft Excel, Customer Service, Cold Calling, Management, Business Development, Leadership, Account Management, Salesforce.com, Training, Marketing, Sales
Education
Clark University 2008 — 2011
Bachelor of Science (B.S.), Communication
Fordham University 2004 — 2005
Bachelor's degree, Business Administration and Management, General
Worcester Academy 2000 — 2004
Jermaine D. Edwards, CFP® Jermaine D. Edwards, CFP®'s Morgan Stanley Smith Barney Experience February 2008 - October 2010
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2013 - Present
Fidelity Investments August 2012 - December 2013
Merrill Lynch October 2010 - August 2012
Morgan Stanley Smith Barney February 2008 - October 2010
Community First Fund July 2006 - January 2008
Sterling Financial Corporation 2003 - 2006
Skills
Retirement Planning, Estate Planning, College Education..., 401k Rollovers, Certified Special Needs..., Chartered Retirement..., Wealth Management
Education
Susquehanna University 1999 — 2003
B.A., Information Systems & Accounting
The American College 2011 — 2012
Financial Planning
College for Financial Planning 2010 — 2011
Retirement Planning
Fidelity Investments December 2013 - Present
Fidelity Investments August 2012 - December 2013
Merrill Lynch October 2010 - August 2012
Morgan Stanley Smith Barney February 2008 - October 2010
Community First Fund July 2006 - January 2008
Sterling Financial Corporation 2003 - 2006
Skills
Retirement Planning, Estate Planning, College Education..., 401k Rollovers, Certified Special Needs..., Chartered Retirement..., Wealth Management
Education
Susquehanna University 1999 — 2003
B.A., Information Systems & Accounting
The American College 2011 — 2012
Financial Planning
College for Financial Planning 2010 — 2011
Retirement Planning
Peter Lang's Morgan Stanley Smith Barney Experience 1991 - 2010
Job Managing Director and Partner at HighTower
Industry Financial Services
Experience
HighTower February 2010 - Present
Morgan Stanley Smith Barney 1991 - 2010
Skills
Wealth Management, Estate Planning, Series 7, Asset Allocation, Portfolio Management, Investments, Alternative Investments, Public Speaking, Retirement Planning, Asset Management, Financial Planning, Strategic Financial..., Mutual Funds, Investment Advisory, Equities, Securities, Management, Investment Strategies, Financial Advisory, Series 63, High Net Worth..., Hedge Funds
Education
Center for Fiduciary Studies 1989 — 1990
AIF, Accredited Investment Fiduciary
Clark University 1985 — 1989
BA, Political Science / Government
HighTower February 2010 - Present
Morgan Stanley Smith Barney 1991 - 2010
Skills
Wealth Management, Estate Planning, Series 7, Asset Allocation, Portfolio Management, Investments, Alternative Investments, Public Speaking, Retirement Planning, Asset Management, Financial Planning, Strategic Financial..., Mutual Funds, Investment Advisory, Equities, Securities, Management, Investment Strategies, Financial Advisory, Series 63, High Net Worth..., Hedge Funds
Education
Center for Fiduciary Studies 1989 — 1990
AIF, Accredited Investment Fiduciary
Clark University 1985 — 1989
BA, Political Science / Government
Brenda Richardson, CRPS® Brenda Richardson, CRPS®'s Morgan Stanley Smith Barney Experience August 1987 - October 2010
Job Financial Advisor at Ouachita Financial Advisors
Industry Financial Services
Experience
Ouachita Financial Advisors October 2010 - Present
Morgan Stanley Smith Barney August 1987 - October 2010
Skills
Investments, Nonprofits, Insurance, Finance, Retirement Planning, Customer Service, Public Speaking, 401(k) Rollovers, Business-Owner Planning, Financial Advisory, Securities, Retirement-Plan..., Wealth-Preservation..., Financial Services
Education
College for Financial Planning 2010 — 2011
CRPS®, Chartered Retirement Plans Specialist®
The University of Texas at Dallas 1988 — 1990
Business Administration
University of Houston-Victoria 1985 — 1987
Business Administration
Putnam City High School 1963 — 1969
Ouachita Financial Advisors October 2010 - Present
Morgan Stanley Smith Barney August 1987 - October 2010
Skills
Investments, Nonprofits, Insurance, Finance, Retirement Planning, Customer Service, Public Speaking, 401(k) Rollovers, Business-Owner Planning, Financial Advisory, Securities, Retirement-Plan..., Wealth-Preservation..., Financial Services
Education
College for Financial Planning 2010 — 2011
CRPS®, Chartered Retirement Plans Specialist®
The University of Texas at Dallas 1988 — 1990
Business Administration
University of Houston-Victoria 1985 — 1987
Business Administration
Putnam City High School 1963 — 1969
Abby Templeton Abby Templeton's Morgan Stanley Smith Barney Experience April 2008 - November 2009
Job Paralegal
Industry Legal Services
Experience
Towers Watson 2011 - Present
Edward Jones 2009 - 2011
Morgan Stanley Smith Barney April 2008 - November 2009
Skills
Time Management, Accounts Payable, Budget, Auditing, Fundraising, Event Planning, PowerPoint, Microsoft Excel, Outlook, Microsoft Office, Microsoft Word, Social Media, Budgets
Education
College of Charleston 2005 — 2009
B.S., Business Administration
Towers Watson 2011 - Present
Edward Jones 2009 - 2011
Morgan Stanley Smith Barney April 2008 - November 2009
Skills
Time Management, Accounts Payable, Budget, Auditing, Fundraising, Event Planning, PowerPoint, Microsoft Excel, Outlook, Microsoft Office, Microsoft Word, Social Media, Budgets
Education
College of Charleston 2005 — 2009
B.S., Business Administration
Kim M. Potvin Kim M. Potvin's Morgan Stanley Smith Barney Experience September 2009 - Present
Job Employee
Industry Financial Services
Experience
Morgan Stanley Smith Barney September 2009 - Present
Education
Colby College 1996 — 2000
Bachelor of Arts, French Studies
Morgan Stanley Smith Barney September 2009 - Present
Education
Colby College 1996 — 2000
Bachelor of Arts, French Studies
Carolyn Calabria Carolyn Calabria's Morgan Stanley Smith Barney Experience June 2012 - March 2014
Job Director of Operations and Finance at Corporate Consulting Services
Industry Education Management
Experience
Corporate Consulting Services May 2014 - Present
Morgan Stanley Smith Barney June 2012 - March 2014
Claremont Preparatory School August 2009 - November 2012
Morgan Stanley February 1985 - June 2005
AG Becker January 1983 - January 1985
Skills
Research, Teaching, Public Relations, Writing, Change Management, Team Building, SDLC, Process Improvement, PeopleSoft, Vendor Management, Financial Reporting, Team Leadership, Project Management, Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Public Speaking, Microsoft Word, Series 7, Program Management, Hedge Funds, Integration, Alternative Investments, Access, Visio, General Ledger, Risk Management, Accounting
Education
Hunter Business School 1986 — 1990
Hunter College 1976 — 1980
Education/Business Management
Corporate Consulting Services May 2014 - Present
Morgan Stanley Smith Barney June 2012 - March 2014
Claremont Preparatory School August 2009 - November 2012
Morgan Stanley February 1985 - June 2005
AG Becker January 1983 - January 1985
Skills
Research, Teaching, Public Relations, Writing, Change Management, Team Building, SDLC, Process Improvement, PeopleSoft, Vendor Management, Financial Reporting, Team Leadership, Project Management, Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Public Speaking, Microsoft Word, Series 7, Program Management, Hedge Funds, Integration, Alternative Investments, Access, Visio, General Ledger, Risk Management, Accounting
Education
Hunter Business School 1986 — 1990
Hunter College 1976 — 1980
Education/Business Management
Ion Freeman's Morgan Stanley Smith Barney Experience March 2010 - May 2011
Job Technology Manager at Bank of America
Industry Information Technology and Services
Experience
Bank of America August 2012 - Present
Bank of America May 2011 - July 2012
Morgan Stanley Smith Barney March 2010 - May 2011
DOOR3 Business Applications, Inc. June 2008 - September 2009
Orchestria August 2007 - May 2008
Orchestria June 2007 - August 2007
DOOR3 Business Applications, Inc. February 2006 - May 2007
OATSystems August 2004 - June 2005
MIT Center for Innovation in Product Development & Engineering Systems Division 2003 - 2004
International Third Party Payment Consortium March 2002 - December 2002
Skills
Data Architecture, Business Intelligence, Software Development..., Application Architecture, Databases, Microsoft SQL Server, Enterprise Software, Strategy, Cloud Computing, CRM, Start-ups, IT Strategy, Enterprise Architecture, Reporting & Analysis, Big Data, Business Process, SDLC, ETL, Project Management, Non-profit Volunteer, Management, Leadership, Product Management, Business Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management 2003 — 2004
MS Engineering and Management, System Design and Management
SoL Foundations for Leadership Workshop 2014 — 2014
Learning Organizations
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2013
Masters of Science in Engineering and Management
Hadoop Ecosystem by Blue Plastic 2014 — 2014
Apache Hadoop Ecosystem
MIT 2003 — 2004
MS, Engineering and Management
Rutgers University – Camden 1987 — 1989
BA, Physics
Clarkson University 1985 — 1986
Clarkson School Completion, Physics
Bank of America August 2012 - Present
Bank of America May 2011 - July 2012
Morgan Stanley Smith Barney March 2010 - May 2011
DOOR3 Business Applications, Inc. June 2008 - September 2009
Orchestria August 2007 - May 2008
Orchestria June 2007 - August 2007
DOOR3 Business Applications, Inc. February 2006 - May 2007
OATSystems August 2004 - June 2005
MIT Center for Innovation in Product Development & Engineering Systems Division 2003 - 2004
International Third Party Payment Consortium March 2002 - December 2002
Skills
Data Architecture, Business Intelligence, Software Development..., Application Architecture, Databases, Microsoft SQL Server, Enterprise Software, Strategy, Cloud Computing, CRM, Start-ups, IT Strategy, Enterprise Architecture, Reporting & Analysis, Big Data, Business Process, SDLC, ETL, Project Management, Non-profit Volunteer, Management, Leadership, Product Management, Business Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management 2003 — 2004
MS Engineering and Management, System Design and Management
SoL Foundations for Leadership Workshop 2014 — 2014
Learning Organizations
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2013
Masters of Science in Engineering and Management
Hadoop Ecosystem by Blue Plastic 2014 — 2014
Apache Hadoop Ecosystem
MIT 2003 — 2004
MS, Engineering and Management
Rutgers University – Camden 1987 — 1989
BA, Physics
Clarkson University 1985 — 1986
Clarkson School Completion, Physics
D. Kent Taylor's Morgan Stanley Smith Barney Experience 2010 - 2012
Job Account Manager at Zacks Investment Research
Industry Financial Services
Experience
Zacks Investment Research August 2013 - Present
Integrity Staffing Solutions November 2012 - August 2013
Morgan Stanley Smith Barney 2010 - 2012
JP Morgan Chase 2007 - 2009
ABN AMRO / LaSalle Bank 2004 - 2007
Business Objects Americas 2002 - 2004
MBNA America 1995 - 2002
Skills
Customer Relations, Account Management, Budgeting, Proposal Writing, Sales Support, Prospect Research, Team Coordination, Budgets, Financial Analysis, Sales, Customer Service, Sales Operations, Team Building, Lead Generation, Business Development, Sales Process, Solution Selling, CRM, Selling, Marketing, Management, New Business Development, Sales Management, Direct Marketing, Sales Presentations, Customer Satisfaction, Marketing Strategy, Process Improvement, Negotiation, Team Management, Training, Project Management, Coaching, Building Relationships, Relationship Building
Education
Cleveland State University
Zacks Investment Research August 2013 - Present
Integrity Staffing Solutions November 2012 - August 2013
Morgan Stanley Smith Barney 2010 - 2012
JP Morgan Chase 2007 - 2009
ABN AMRO / LaSalle Bank 2004 - 2007
Business Objects Americas 2002 - 2004
MBNA America 1995 - 2002
Skills
Customer Relations, Account Management, Budgeting, Proposal Writing, Sales Support, Prospect Research, Team Coordination, Budgets, Financial Analysis, Sales, Customer Service, Sales Operations, Team Building, Lead Generation, Business Development, Sales Process, Solution Selling, CRM, Selling, Marketing, Management, New Business Development, Sales Management, Direct Marketing, Sales Presentations, Customer Satisfaction, Marketing Strategy, Process Improvement, Negotiation, Team Management, Training, Project Management, Coaching, Building Relationships, Relationship Building
Education
Cleveland State University
Steven Aliano, CFP®'s Morgan Stanley Smith Barney Experience February 2002 - July 2004
Job VP Financial Consultant at Charles Schwab and Co.
Industry Financial Services
Experience
Charles Schwab and Co. July 2004 - Present
Morgan Stanley Smith Barney February 2002 - July 2004
Skills
Wealth Management, Retirement Planning, Retirement, Investments, Securities, Alternative Investments, Investment Advisory, Asset Allocation, Financial Analysis, FINRA
Education
College for Financial Planning 2011 — 2012
San Francisco Law School 1992 — 1996
JD, Law
University of San Francisco 1983 — 1986
St. Ignatius College Prep. 1979 — 1982
Charles Schwab and Co. July 2004 - Present
Morgan Stanley Smith Barney February 2002 - July 2004
Skills
Wealth Management, Retirement Planning, Retirement, Investments, Securities, Alternative Investments, Investment Advisory, Asset Allocation, Financial Analysis, FINRA
Education
College for Financial Planning 2011 — 2012
San Francisco Law School 1992 — 1996
JD, Law
University of San Francisco 1983 — 1986
St. Ignatius College Prep. 1979 — 1982
Jonathan Cox, CRPC's Morgan Stanley Smith Barney Experience 2009 - 2011
Job Regional Vice President at Voya Financial
Industry Financial Services
Experience
Voya Financial 2011 - Present
Morgan Stanley Smith Barney 2009 - 2011
Credit Suisse 2007 - 2007
1st National Bank of Arizona 2001 - 2006
Education
Hendrix College
BA, Political Science and Government
University of Colorado Boulder
College for Financial Planning
CRPC®, Chartered Retirement Planning Counselor
W.C. Hinkley High School, Aurora, CO
Voya Financial 2011 - Present
Morgan Stanley Smith Barney 2009 - 2011
Credit Suisse 2007 - 2007
1st National Bank of Arizona 2001 - 2006
Education
Hendrix College
BA, Political Science and Government
University of Colorado Boulder
College for Financial Planning
CRPC®, Chartered Retirement Planning Counselor
W.C. Hinkley High School, Aurora, CO
John M Crandall, CFP®'s Morgan Stanley Smith Barney Experience June 2009 - Present
Job CERTIFIED FINANCIAL PLANNER™ at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2012 - Present
Morgan Stanley Smith Barney June 2009 - Present
Smith Barney April 2002 - June 2009
Skills
Certified Financial..., High Net Worth..., Multi-generational..., Tax Free Income, Municipal Bonds, Investments, Portfolio Management, Separately Managed..., ETFs, Series 65, IRAs, 529 Plans, Retirement, Wealth Management..., 401k, College Savings Plans, Roth IRA, Wealth, Securities, College Education..., Series 7, Uniform Combined State..., Series 63, Rollovers
Education
College for Financial Planning 2012 — 2012
Certified Financial Planner
University of Michigan-Dearborn 1999 — 2004
Bachelor of Science (BS), Biochemistry and Economics
CC
Morgan Stanley Wealth Management February 2012 - Present
Morgan Stanley Smith Barney June 2009 - Present
Smith Barney April 2002 - June 2009
Skills
Certified Financial..., High Net Worth..., Multi-generational..., Tax Free Income, Municipal Bonds, Investments, Portfolio Management, Separately Managed..., ETFs, Series 65, IRAs, 529 Plans, Retirement, Wealth Management..., 401k, College Savings Plans, Roth IRA, Wealth, Securities, College Education..., Series 7, Uniform Combined State..., Series 63, Rollovers
Education
College for Financial Planning 2012 — 2012
Certified Financial Planner
University of Michigan-Dearborn 1999 — 2004
Bachelor of Science (BS), Biochemistry and Economics
CC
Kelly Orzillo's Morgan Stanley Smith Barney Experience July 2010 - September 2011
Job Wealth and Investment Management Risk Remediation
Industry Financial Services
Experience
Financial Services - Wealth and Investment Management June 2015 - Present
Barclays March 2013 - April 2015
UBS October 2011 - March 2013
Morgan Stanley Smith Barney July 2010 - September 2011
Morgan Stanley September 2009 - July 2010
Morgan Stanley May 2005 - August 2009
New York Life Insurance Company July 2003 - May 2005
New York Life August 2002 - December 2003
International Fund Administration April 2002 - July 2002
Cleary Gottlieb Steen & Hamilton LLP April 2000 - March 2002
Skills
Vendor Management, Series 7, Financial Risk, FINRA, Financial Regulation, Compliance, Business Continuity, Operational Risk..., Operational Risk, Wealth Management, Broker-Dealer, Training, Risk Management, Mutual Funds, Financial Services, Securities, Management, Internal Audit, Equities, Fixed Income, Banking
Education
The Chicago School of Professional Psychology 2007 — 2010
Master of Arts, Industrial/Organizational Psychology
City University of New York-John Jay College of Criminal Justice 1997 — 1999
Bachelor of Arts, Forensic Psychology
Financial Services - Wealth and Investment Management June 2015 - Present
Barclays March 2013 - April 2015
UBS October 2011 - March 2013
Morgan Stanley Smith Barney July 2010 - September 2011
Morgan Stanley September 2009 - July 2010
Morgan Stanley May 2005 - August 2009
New York Life Insurance Company July 2003 - May 2005
New York Life August 2002 - December 2003
International Fund Administration April 2002 - July 2002
Cleary Gottlieb Steen & Hamilton LLP April 2000 - March 2002
Skills
Vendor Management, Series 7, Financial Risk, FINRA, Financial Regulation, Compliance, Business Continuity, Operational Risk..., Operational Risk, Wealth Management, Broker-Dealer, Training, Risk Management, Mutual Funds, Financial Services, Securities, Management, Internal Audit, Equities, Fixed Income, Banking
Education
The Chicago School of Professional Psychology 2007 — 2010
Master of Arts, Industrial/Organizational Psychology
City University of New York-John Jay College of Criminal Justice 1997 — 1999
Bachelor of Arts, Forensic Psychology
C.J. Thomas's Morgan Stanley Smith Barney Experience August 1998 - March 2000
Job Investment Product Consultant at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 2015 - Present
Thomas Advisory & Consulting Services, LLC September 2013 - December 2014
Ameritas Investment Corp January 2006 - August 2013
Advest, Inc. January 2002 - May 2005
Boston Financial Data Services March 2000 - December 2002
Morgan Stanley Smith Barney August 1998 - March 2000
The Financial Group July 1996 - August 1998
Skills
Structured Products, Investment Advisory..., Sales, Managed Futures, REIT, Investment Advisory, Alternative Investments, ETFs, Financial Advisory, Hedge Funds, Series 7, Mutual Funds, Securities, Retirement Planning, Retirement, Investment Strategies, Asset Allocation, Investments, Strategic Financial..., 401k Rollovers, Asset Management, Disability Insurance, Separately Managed..., Wealth Management, Asset Managment, Bonds, Financial Planners, Finance, Portfolio Management, Financial Analysis, Equities, Life Insurance, Financial Services, Fixed Annuities, Due Diligence, Estate Planning, FINRA, Investment Management, Series 63, Wealth, Stocks, Wealth Management..., Series 6, Fixed Income, Long-term Care, Wealth Accumulation, Series 65, IRAs, Pensions
Education
Westfield State University 1993 — 1995
B.S., Finance
Coastal Carolina University 1991 — 1992
BS Business mgmt
WHS 1986 — 1990
Northwestern Mutual June 2015 - Present
Thomas Advisory & Consulting Services, LLC September 2013 - December 2014
Ameritas Investment Corp January 2006 - August 2013
Advest, Inc. January 2002 - May 2005
Boston Financial Data Services March 2000 - December 2002
Morgan Stanley Smith Barney August 1998 - March 2000
The Financial Group July 1996 - August 1998
Skills
Structured Products, Investment Advisory..., Sales, Managed Futures, REIT, Investment Advisory, Alternative Investments, ETFs, Financial Advisory, Hedge Funds, Series 7, Mutual Funds, Securities, Retirement Planning, Retirement, Investment Strategies, Asset Allocation, Investments, Strategic Financial..., 401k Rollovers, Asset Management, Disability Insurance, Separately Managed..., Wealth Management, Asset Managment, Bonds, Financial Planners, Finance, Portfolio Management, Financial Analysis, Equities, Life Insurance, Financial Services, Fixed Annuities, Due Diligence, Estate Planning, FINRA, Investment Management, Series 63, Wealth, Stocks, Wealth Management..., Series 6, Fixed Income, Long-term Care, Wealth Accumulation, Series 65, IRAs, Pensions
Education
Westfield State University 1993 — 1995
B.S., Finance
Coastal Carolina University 1991 — 1992
BS Business mgmt
WHS 1986 — 1990
Kathryn (Charette) Osborne's Morgan Stanley Smith Barney Experience 2005 - 2006
Job Doctoral student at the College of Saint Elizabeth
Industry Higher Education
Experience
College of Saint Elizabeth Brand Marketing AssociateUBS Wealth ManagementMay 2009 - 2012
UBS May 2007 - May 2009
Morgan Stanley Smith Barney 2005 - 2006
Education
College of Saint Elizabeth 2013 — 2017
Psy.D, Doctor of Psychology
College of Saint Elizabeth 2012 — 2013
Master of Arts (MA), Mental Health Counseling/Counselor
Rider University 2001 — 2005
BA, Communication, General
College of Saint Elizabeth Brand Marketing AssociateUBS Wealth ManagementMay 2009 - 2012
UBS May 2007 - May 2009
Morgan Stanley Smith Barney 2005 - 2006
Education
College of Saint Elizabeth 2013 — 2017
Psy.D, Doctor of Psychology
College of Saint Elizabeth 2012 — 2013
Master of Arts (MA), Mental Health Counseling/Counselor
Rider University 2001 — 2005
BA, Communication, General
Paul Bartko's Morgan Stanley Smith Barney Experience Interim President and ConsultantCostProJanuary 2009 - April 2010
Job Financial Advisor
Industry Financial Services
Experience
Morgan Stanley Smith Barney Interim President and ConsultantCostProJanuary 2009 - April 2010
The Shelby Group, LLC October 2002 - December 2008
MBC Group, LLC April 1989 - June 2000
Skills
Start-ups, Enterprise Software, Consulting, Management, Investments, Business Development, Strategic Planning
Education
Clarkson University 1982 — 1984
BS, Economics
Morgan Stanley Smith Barney Interim President and ConsultantCostProJanuary 2009 - April 2010
The Shelby Group, LLC October 2002 - December 2008
MBC Group, LLC April 1989 - June 2000
Skills
Start-ups, Enterprise Software, Consulting, Management, Investments, Business Development, Strategic Planning
Education
Clarkson University 1982 — 1984
BS, Economics
Domonique Powell-Austin's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job MBA Candidate at the Kellogg School of Management
Industry Marketing and Advertising
Experience
The Coca-Cola Company June 2015 - August 2015
PwC July 2012 - July 2014
PricewaterhouseCoopers 2010 - June 2012
Federal Reserve Bank of Atlanta February 2010 - May 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Prudential Investments June 2008 - August 2008
Skills
Financial Accounting, Sarbanes-Oxley Act, Auditing, Corporate Finance, Finance, Internal Audit, Internal Controls, Wealth Management, Financial Analysis, Business Process..., Asset Management, Strategy, Consulting, Microsoft Excel, Financial Reporting, Accounting, Financial Modeling
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA), Marketing
Clark Atlanta University 2006 — 2010
Bachelors of Arts, Business Administration, Concentration:Finance
The Coca-Cola Company June 2015 - August 2015
PwC July 2012 - July 2014
PricewaterhouseCoopers 2010 - June 2012
Federal Reserve Bank of Atlanta February 2010 - May 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Prudential Investments June 2008 - August 2008
Skills
Financial Accounting, Sarbanes-Oxley Act, Auditing, Corporate Finance, Finance, Internal Audit, Internal Controls, Wealth Management, Financial Analysis, Business Process..., Asset Management, Strategy, Consulting, Microsoft Excel, Financial Reporting, Accounting, Financial Modeling
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA), Marketing
Clark Atlanta University 2006 — 2010
Bachelors of Arts, Business Administration, Concentration:Finance
Marcus Winbush, CFP's Morgan Stanley Smith Barney Experience December 2010 - September 2012
Job CEO at True North Capital Alliance
Industry Investment Management
Experience
True North Capital Alliance September 2012 - Present
Morgan Stanley Smith Barney December 2010 - September 2012
Breneman Winbush and Associates, LLP October 2005 - December 2010
Thrivent Financial December 2002 - October 2005
Cambridge Investment Research 2001 - 2002
SunAmerica 2000 - 2001
Fortis 1995 - 1998
Prudential Financial 1992 - 1994
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Investments, Fixed Annuities, Strategic Financial..., Retirement, Estate Planning, Investment Advisory, Series 63, Asset Allocation, Uniform Combined State..., Asset Managment, Financial Advisory, Leadership, 401k, Alternative Investments, Asset Management, Risk Management, Portfolio Management, Investment Strategies, Finance, Financial Services, Wealth Management..., IRAs, Securities, Investment Management, Equities, Life Insurance, FINRA, Financial Planning, Fixed Income, Wealth
Education
College for Financial Planning 2005 — 2006
CFP, Financial Planning
The University of North Dakota 1991 — 1993
BA, Social Sciences
University of Wyoming 1989 — 1991
Psychology
John Marshall High School 1986 — 1989
True North Capital Alliance September 2012 - Present
Morgan Stanley Smith Barney December 2010 - September 2012
Breneman Winbush and Associates, LLP October 2005 - December 2010
Thrivent Financial December 2002 - October 2005
Cambridge Investment Research 2001 - 2002
SunAmerica 2000 - 2001
Fortis 1995 - 1998
Prudential Financial 1992 - 1994
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Investments, Fixed Annuities, Strategic Financial..., Retirement, Estate Planning, Investment Advisory, Series 63, Asset Allocation, Uniform Combined State..., Asset Managment, Financial Advisory, Leadership, 401k, Alternative Investments, Asset Management, Risk Management, Portfolio Management, Investment Strategies, Finance, Financial Services, Wealth Management..., IRAs, Securities, Investment Management, Equities, Life Insurance, FINRA, Financial Planning, Fixed Income, Wealth
Education
College for Financial Planning 2005 — 2006
CFP, Financial Planning
The University of North Dakota 1991 — 1993
BA, Social Sciences
University of Wyoming 1989 — 1991
Psychology
John Marshall High School 1986 — 1989
Elizabeth McAllister's Morgan Stanley Smith Barney Experience July 2010 - April 2011
Job Mechandising
Industry Financial Services
Experience
Laning Trade Group August 2011 - Present
State Street March 2011 - June 2011
Morgan Stanley Smith Barney July 2010 - April 2011
Colby-Sawyer College January 2009 - May 2010
Colby-Sawyer College September 2006 - May 2010
Dartmouth College June 2009 - August 2009
Skills
Microsoft Excel, Outlook, Public Speaking, Financial Analysis, Finance, Data Analysis, Strategic Planning, Sales
Education
Colby Sawyer College 2006 — 2010
Bachelor of Science, Business Administration
Laning Trade Group August 2011 - Present
State Street March 2011 - June 2011
Morgan Stanley Smith Barney July 2010 - April 2011
Colby-Sawyer College January 2009 - May 2010
Colby-Sawyer College September 2006 - May 2010
Dartmouth College June 2009 - August 2009
Skills
Microsoft Excel, Outlook, Public Speaking, Financial Analysis, Finance, Data Analysis, Strategic Planning, Sales
Education
Colby Sawyer College 2006 — 2010
Bachelor of Science, Business Administration
Richard Freedman's Morgan Stanley Smith Barney Experience July 1991 - May 2011
Job First Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. May 2011 - Present
Morgan Stanley Smith Barney July 1991 - May 2011
merrill lynch 1987 - 1989
Education
Cleveland State University 1981 — 1984
Bachelor of Buisness Administration, Accounting
Cleveland Hts. High 1978 — 1981
UBS Financial Services Inc. May 2011 - Present
Morgan Stanley Smith Barney July 1991 - May 2011
merrill lynch 1987 - 1989
Education
Cleveland State University 1981 — 1984
Bachelor of Buisness Administration, Accounting
Cleveland Hts. High 1978 — 1981
Rob Lampe, CFP®'s Morgan Stanley Smith Barney Experience 1994 - February 2011
Job Vice President Investments
Industry Financial Services
Experience
Raymond James February 2011 - Present
Morgan Stanley Smith Barney 1994 - February 2011
J.C. Bradford & Company November 1992 - August 1994
Skills
Estate Planning, Retirement Planning, Wealth Management, Strategic Financial..., Alternative Investments, Asset Managment, Financial Services, Philanthropy, Investment Strategies, Financial Goals, Asset Allocation, Series 7, Mutual Funds, Investments, 401k, Equities, Retirement, Mortgage Lending, Investment Advisory, Portfolio Management, 401k Rollovers, Investment Management, Due Diligence, Variable Annuities, Certified Financial..., Financial Advisory, Loans
Education
College for Financial Planning 2000 — 2001
CFP
Purdue University 1987 — 1993
BA, Political Science
Raymond James February 2011 - Present
Morgan Stanley Smith Barney 1994 - February 2011
J.C. Bradford & Company November 1992 - August 1994
Skills
Estate Planning, Retirement Planning, Wealth Management, Strategic Financial..., Alternative Investments, Asset Managment, Financial Services, Philanthropy, Investment Strategies, Financial Goals, Asset Allocation, Series 7, Mutual Funds, Investments, 401k, Equities, Retirement, Mortgage Lending, Investment Advisory, Portfolio Management, 401k Rollovers, Investment Management, Due Diligence, Variable Annuities, Certified Financial..., Financial Advisory, Loans
Education
College for Financial Planning 2000 — 2001
CFP
Purdue University 1987 — 1993
BA, Political Science
Natalie (Ferrari) Corso's Morgan Stanley Smith Barney Experience August 1998 - November 1998
Job Senior Order Entry Specialist/Int'l Shipping
Industry Medical Devices
Experience
Sciton January 2013 - Present
AppleOne September 2012 - January 2013
Fremont Automotive Group - Chevrolet, Cadillac, Buick, GMC December 2010 - March 2011
Redwood City School District February 2006 - October 2010
Morgan Stanley Smith Barney August 1998 - November 1998
Paine Webber, Inc. (formerly Kidder Peabody & Co.) November 1987 - August 1996
Skills
Customer Service, Microsoft Office, Purchasing, Sales, Project Management, Microsoft Excel, Software Documentation, Management, Training, Forecasting, Data Entry
Education
College of San Mateo 1989 — 1992
Associate of Arts (A.A.), Business Administration and Management, General
Sequoia High School 1983 — 1987
High School Diploma, General Studies
Sciton January 2013 - Present
AppleOne September 2012 - January 2013
Fremont Automotive Group - Chevrolet, Cadillac, Buick, GMC December 2010 - March 2011
Redwood City School District February 2006 - October 2010
Morgan Stanley Smith Barney August 1998 - November 1998
Paine Webber, Inc. (formerly Kidder Peabody & Co.) November 1987 - August 1996
Skills
Customer Service, Microsoft Office, Purchasing, Sales, Project Management, Microsoft Excel, Software Documentation, Management, Training, Forecasting, Data Entry
Education
College of San Mateo 1989 — 1992
Associate of Arts (A.A.), Business Administration and Management, General
Sequoia High School 1983 — 1987
High School Diploma, General Studies
Joshua Mauer's Morgan Stanley Smith Barney Experience July 2008 - Present
Job Baltimore Chapter President at Friends of the IDF
Industry Financial Services
Experience
Friends of the IDF January 2014 - Present
Morgan Stanley Smith Barney July 2008 - Present
Morgan Stanley Smith Barney 2008 - Present
Skills
Customer Service
Education
University of Baltimore School of Law 1988 — 1992
J.D.
Clark University 1977 — 1981
B.A., Government
Governor Livingston Reg. High School 1973 — 1977
Friends of the IDF January 2014 - Present
Morgan Stanley Smith Barney July 2008 - Present
Morgan Stanley Smith Barney 2008 - Present
Skills
Customer Service
Education
University of Baltimore School of Law 1988 — 1992
J.D.
Clark University 1977 — 1981
B.A., Government
Governor Livingston Reg. High School 1973 — 1977
John Garretson's Morgan Stanley Smith Barney Experience 1984 - 1994
Job Managing Director at Garretson Financial
Industry Financial Services
Experience
Garretson Financial, Inc. 2004 - Present
PaineWebber 1994 - 2004
The New School 1986 - 1994
Morgan Stanley Smith Barney 1984 - 1994
Skills
Investments, Strategic Financial..., Risk Management, Budget, Asset Management, Retirement, Asset Allocation, Financial Services, Management, Customer Service, Student Financial Aid, Securities, Investment Advisory, Budgets, Sales Management, 401k, Series 7, FAFSA, Investment Strategies, IRAs, Finance
Education
College for Financial Planning 1999 — 2002
CFP, Financial Planning & Investment Planning
Michigan State University 1976 — 1980
BS, Design Engineering
Garretson Financial, Inc. 2004 - Present
PaineWebber 1994 - 2004
The New School 1986 - 1994
Morgan Stanley Smith Barney 1984 - 1994
Skills
Investments, Strategic Financial..., Risk Management, Budget, Asset Management, Retirement, Asset Allocation, Financial Services, Management, Customer Service, Student Financial Aid, Securities, Investment Advisory, Budgets, Sales Management, 401k, Series 7, FAFSA, Investment Strategies, IRAs, Finance
Education
College for Financial Planning 1999 — 2002
CFP, Financial Planning & Investment Planning
Michigan State University 1976 — 1980
BS, Design Engineering
Lisette Hetzel's Morgan Stanley Smith Barney Experience June 1989 - June 1995
Job President at RD Labradors
Industry Restaurants
Experience
RD Labradors May 2010 - Present
Morgan Stanley Smith Barney June 1989 - June 1995
First Boston Corporation March 1987 - March 1989
Prudential Bache November 1984 - March 1989
Skills
Social Media, Non-profits, Public Speaking, Event Planning, Marketing Strategy, Negotiation, Teaching, Event Management, Fundraising, Advertising, Curriculum Development, Public Relations, Curriculum Design, Sales
Education
Colgate University 1976 — 1980
BA, Math/music
RD Labradors May 2010 - Present
Morgan Stanley Smith Barney June 1989 - June 1995
First Boston Corporation March 1987 - March 1989
Prudential Bache November 1984 - March 1989
Skills
Social Media, Non-profits, Public Speaking, Event Planning, Marketing Strategy, Negotiation, Teaching, Event Management, Fundraising, Advertising, Curriculum Development, Public Relations, Curriculum Design, Sales
Education
Colgate University 1976 — 1980
BA, Math/music
Colleen Erickson's Morgan Stanley Smith Barney Experience 2007 - 2009
Job Senior Registered Branch Office Administrator at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. June 2010 - Present
Morgan Stanley Smith Barney 2007 - 2009
Morgan Stanley 2006 - 2007
Morgan Stanley 2005 - 2006
Morgan Stanley 1999 - 2005
Morgan Stanley 1995 - 1999
Education
College of San Mateo 1981 — 1982
Computer programming
Moorpark College 1974 — 1976
History
UBS Financial Services Inc. June 2010 - Present
Morgan Stanley Smith Barney 2007 - 2009
Morgan Stanley 2006 - 2007
Morgan Stanley 2005 - 2006
Morgan Stanley 1999 - 2005
Morgan Stanley 1995 - 1999
Education
College of San Mateo 1981 — 1982
Computer programming
Moorpark College 1974 — 1976
History
Thad Ismart, CFP®'s Morgan Stanley Smith Barney Experience April 2007 - March 2011
Job Senior Financial Planner at Baltimore Washington Financial Advisors
Industry Financial Services
Experience
Baltimore Washington Financial Advisors February 2013 - Present
Planning Solutions Group LLC March 2012 - February 2013
Merrill Lynch March 2011 - March 2012
Morgan Stanley Smith Barney April 2007 - March 2011
T. Rowe Price October 2005 - April 2007
Skills
Wealth Management, Options, Tax, Business Planning, Economics, Retirement, Estate Planning, Retirement Planning, Strategic Financial..., IRAs, Investment Advisory, Asset Allocation, Investments, Series 7, Investment Strategies, 401k, Insurance, Securities, Fixed Annuities, Uniform Combined State..., Finance
Education
College for Financial Planning 2008 — 2010
CFP, Financial Planning
University of Maryland Baltimore County 2002 — 2005
B.A, Economics
Baltimore Washington Financial Advisors February 2013 - Present
Planning Solutions Group LLC March 2012 - February 2013
Merrill Lynch March 2011 - March 2012
Morgan Stanley Smith Barney April 2007 - March 2011
T. Rowe Price October 2005 - April 2007
Skills
Wealth Management, Options, Tax, Business Planning, Economics, Retirement, Estate Planning, Retirement Planning, Strategic Financial..., IRAs, Investment Advisory, Asset Allocation, Investments, Series 7, Investment Strategies, 401k, Insurance, Securities, Fixed Annuities, Uniform Combined State..., Finance
Education
College for Financial Planning 2008 — 2010
CFP, Financial Planning
University of Maryland Baltimore County 2002 — 2005
B.A, Economics
Krishna Ram's Morgan Stanley Smith Barney Experience June 2010 - May 2011
Job Vice President
Industry Financial Services
Experience
RBS Greenwich Capital April 2012 - Present
Merrill Lynch October 2011 - March 2012
Morgan Stanley Smith Barney June 2010 - May 2011
Banc of America Securities 2004 - 2008
Skills
Perl, Trading Systems, Oracle, Unix, Sybase, SQL, Java, Software Development, SDLC, Unix Shell Scripting, Agile Methodologies, Linux, JavaScript, Eclipse, Derivatives, Python, Equities, Investment Banking, SOA, Enterprise Architecture, C#
Education
Cochin University of Science and Technology 1999 — 2003
Bachelors, Computer Science
RBS Greenwich Capital April 2012 - Present
Merrill Lynch October 2011 - March 2012
Morgan Stanley Smith Barney June 2010 - May 2011
Banc of America Securities 2004 - 2008
Skills
Perl, Trading Systems, Oracle, Unix, Sybase, SQL, Java, Software Development, SDLC, Unix Shell Scripting, Agile Methodologies, Linux, JavaScript, Eclipse, Derivatives, Python, Equities, Investment Banking, SOA, Enterprise Architecture, C#
Education
Cochin University of Science and Technology 1999 — 2003
Bachelors, Computer Science
Pam Capps's Morgan Stanley Smith Barney Experience October 2008 - October 2012
Job CFP(R) at UBS
Industry Investment Management
Experience
UBS July 2012 - Present
Morgan Stanley Smith Barney October 2008 - October 2012
Skills
Series 7, Wealth Management, Alternative Investments, Asset Allocation, Retirement Planning, Investment Advisory, Fixed Income, Investments, Equities, Asset Managment, Mutual Funds, Investment Strategies
Education
College for Financial Planning
CFP(R), Personal Finance
Southeast Missouri State University
Business/Commerce, General
UBS July 2012 - Present
Morgan Stanley Smith Barney October 2008 - October 2012
Skills
Series 7, Wealth Management, Alternative Investments, Asset Allocation, Retirement Planning, Investment Advisory, Fixed Income, Investments, Equities, Asset Managment, Mutual Funds, Investment Strategies
Education
College for Financial Planning
CFP(R), Personal Finance
Southeast Missouri State University
Business/Commerce, General
Damien Jackson's Morgan Stanley Smith Barney Experience April 2009 - October 2011
Job Helping people get what they want out of life!!
Industry Financial Services
Experience
Northeast Planning Corporation October 2011 - Present
Park Avenue Securities October 2011 - Present
NAACP 2012 - 2014
NAACP 2012 - 2014
Morgan Stanley Smith Barney April 2009 - October 2011
Merrill Lynch April 2007 - April 2009
Gunn Allen Financial May 2006 - April 2007
Great Eastern Securities/Maxim Financial Group November 2005 - May 2006
Sky Capital August 2002 - November 2005
Skills
Strategic Planning, Retirement Planning, Investments, Investment Strategies, Retirement, 401k, Securities, Financial Services, Finance, Series 63, Small Business, Disability Insurance, Financial Advisory, Wealth Management, Banking, Strategic Financial..., Financial Modeling, Term Life Insurance, Trading, Fixed Annuities, Equities, Mutual Funds, Life Insurance, Insurance, Asset Management, Investment Advisory, Financial Planners, Credit, Series 7, Portfolio Management, Alternative Investments, Bonds, Risk Management, Series 6, Relationship Management, Asset Allocation, 401k Rollovers, Financial Markets, Executive Management, Mortgage Lending, Estate Planning, IRAs, Wealth, Hedge Funds, Fixed Income, Long-term Care, Financial Analysis, Capital Markets, Loans, Employee Benefits
Education
College for Financial Planning 2010 — 2010
Chartered Retirement Plans Specialist, Qualified Plans and Retirement Planning Strategies
West Virginia Wesleyan College 1998 — 2002
B.A., International Business and Management
Toms River North
Northeast Planning Corporation October 2011 - Present
Park Avenue Securities October 2011 - Present
NAACP 2012 - 2014
NAACP 2012 - 2014
Morgan Stanley Smith Barney April 2009 - October 2011
Merrill Lynch April 2007 - April 2009
Gunn Allen Financial May 2006 - April 2007
Great Eastern Securities/Maxim Financial Group November 2005 - May 2006
Sky Capital August 2002 - November 2005
Skills
Strategic Planning, Retirement Planning, Investments, Investment Strategies, Retirement, 401k, Securities, Financial Services, Finance, Series 63, Small Business, Disability Insurance, Financial Advisory, Wealth Management, Banking, Strategic Financial..., Financial Modeling, Term Life Insurance, Trading, Fixed Annuities, Equities, Mutual Funds, Life Insurance, Insurance, Asset Management, Investment Advisory, Financial Planners, Credit, Series 7, Portfolio Management, Alternative Investments, Bonds, Risk Management, Series 6, Relationship Management, Asset Allocation, 401k Rollovers, Financial Markets, Executive Management, Mortgage Lending, Estate Planning, IRAs, Wealth, Hedge Funds, Fixed Income, Long-term Care, Financial Analysis, Capital Markets, Loans, Employee Benefits
Education
College for Financial Planning 2010 — 2010
Chartered Retirement Plans Specialist, Qualified Plans and Retirement Planning Strategies
West Virginia Wesleyan College 1998 — 2002
B.A., International Business and Management
Toms River North
Michele Semple's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Paralegal
Industry Legal Services
Experience
Labat June 2014 - Present
Mayer Brown October 2011 - June 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Proskauer Rose LLP 2001 - 2008
Goodkind Labaton Rudoff & Sucharow LLP January 2000 - September 2001
Semmes, Bowen & Semmes June 1997 - December 1999
Skills
Litigation Support, Litigation, Lexis, Westlaw, LiveNote, Legal Research, Class Actions, PACER, Civil Litigation, Trials, Legal Writing, Legal Discovery, Commercial Litigation, Document Review, Cite Checking, Arbitration, Courts, Intellectual Property, Alternative Dispute..., Appeals, Doument Review, Depositions
Education
University of Maryland Eastern Shore 1985 — 1989
B.A., English
Mercy College 1993 — 1993
Certificate, Paralegal Studies
John Jay College of Criminal Justice
Certificate, Alternative Dispute Resolution
Labat June 2014 - Present
Mayer Brown October 2011 - June 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Proskauer Rose LLP 2001 - 2008
Goodkind Labaton Rudoff & Sucharow LLP January 2000 - September 2001
Semmes, Bowen & Semmes June 1997 - December 1999
Skills
Litigation Support, Litigation, Lexis, Westlaw, LiveNote, Legal Research, Class Actions, PACER, Civil Litigation, Trials, Legal Writing, Legal Discovery, Commercial Litigation, Document Review, Cite Checking, Arbitration, Courts, Intellectual Property, Alternative Dispute..., Appeals, Doument Review, Depositions
Education
University of Maryland Eastern Shore 1985 — 1989
B.A., English
Mercy College 1993 — 1993
Certificate, Paralegal Studies
John Jay College of Criminal Justice
Certificate, Alternative Dispute Resolution
Bruce Ayers's Morgan Stanley Smith Barney Experience February 1984 - May 1987
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Hammett's Learning World January 1987 - May 1997
Morgan Stanley Smith Barney February 1984 - May 1987
Education
Clemson University 1979 — 1982
Bachelor of Science, Administrative Management
Hammett's Learning World January 1987 - May 1997
Morgan Stanley Smith Barney February 1984 - May 1987
Education
Clemson University 1979 — 1982
Bachelor of Science, Administrative Management
Catherine Sheehy's Morgan Stanley Smith Barney Experience July 2010 - Present
Job Senior Registered Client Service Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2010 - Present
UBS March 2008 - July 2010
Bear Stearns February 2006 - March 2008
Advest, Inc. November 2004 - February 2006
Education
Colby College 2000 — 2004
BA, Economics
Morgan Stanley Smith Barney July 2010 - Present
UBS March 2008 - July 2010
Bear Stearns February 2006 - March 2008
Advest, Inc. November 2004 - February 2006
Education
Colby College 2000 — 2004
BA, Economics
Michael Hall, CFP®'s Morgan Stanley Smith Barney Experience April 2002 - August 2003
Job Portfolio Consultant for Schwab Private Client at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2015 - Present
Warren Averett Asset Management April 2011 - January 2015
Epilepsy Foundation of Florida 2011 - January 2014
Charles Schwab July 2006 - March 2011
Ameriprise Financial June 2004 - June 2006
Morgan Stanley Smith Barney April 2002 - August 2003
Education
College for Financial Planning 2009 — 2012
CFP, Financial Planning, Pass
University of Alabama 1996 — 2001
Bachelor of Music, Vocal Performance
Charles Schwab January 2015 - Present
Warren Averett Asset Management April 2011 - January 2015
Epilepsy Foundation of Florida 2011 - January 2014
Charles Schwab July 2006 - March 2011
Ameriprise Financial June 2004 - June 2006
Morgan Stanley Smith Barney April 2002 - August 2003
Education
College for Financial Planning 2009 — 2012
CFP, Financial Planning, Pass
University of Alabama 1996 — 2001
Bachelor of Music, Vocal Performance
Joy Song's Morgan Stanley Smith Barney Experience June 1998 - June 2001
Job Cybersecurity Researcher
Industry Information Technology and Services
Experience
New York County District Attorney's Office May 2014 - January 2015
NY State Governor's Executive Chamber June 2013 - August 2013
Research Foundation of CUNY April 2012 - May 2013
JPMorgan July 2007 - March 2013
Nomura Securities International January 2005 - July 2007
Nomura Securities International July 2001 - August 2003
Morgan Stanley Smith Barney June 1998 - June 2001
Princeton Information September 1997 - June 1998
Cornell University October 1995 - May 1996
PriceWaterhouseCoopers LLP February 1994 - August 1995
Skills
SDLC, Sybase, Testing, Business Requirements, Business Analysis, Software Documentation, Analysis, Unix Shell Scripting, Fixed Income, Databases, Programming, Risk Management, VBA, Graphic Design, CRM, Visual Basic, Management, Web Development, HTML, Java, Finance, Banking, Research, SQL, Leadership, Visio, Security, Integration, SharePoint, Software Project..., Vendor Management, System Administration, Software Development, Unix, Disaster Recovery, Business Continuity, Networking, Network Security, Enterprise Architecture, Computer Security, Information Security..., IT Strategy, Penetration Testing, Information Security
Education
John Jay College of Criminal Justice 2010 — 2014
Master of Science (MS)
Pepperdine University, The George L. Graziadio School of Business and Management 2002 — 2004
MBA
Ecole Supérieur de Commerce de Rouen 2003 — 2004
Graduate Certificate
Cornell University
BA
New York County District Attorney's Office May 2014 - January 2015
NY State Governor's Executive Chamber June 2013 - August 2013
Research Foundation of CUNY April 2012 - May 2013
JPMorgan July 2007 - March 2013
Nomura Securities International January 2005 - July 2007
Nomura Securities International July 2001 - August 2003
Morgan Stanley Smith Barney June 1998 - June 2001
Princeton Information September 1997 - June 1998
Cornell University October 1995 - May 1996
PriceWaterhouseCoopers LLP February 1994 - August 1995
Skills
SDLC, Sybase, Testing, Business Requirements, Business Analysis, Software Documentation, Analysis, Unix Shell Scripting, Fixed Income, Databases, Programming, Risk Management, VBA, Graphic Design, CRM, Visual Basic, Management, Web Development, HTML, Java, Finance, Banking, Research, SQL, Leadership, Visio, Security, Integration, SharePoint, Software Project..., Vendor Management, System Administration, Software Development, Unix, Disaster Recovery, Business Continuity, Networking, Network Security, Enterprise Architecture, Computer Security, Information Security..., IT Strategy, Penetration Testing, Information Security
Education
John Jay College of Criminal Justice 2010 — 2014
Master of Science (MS)
Pepperdine University, The George L. Graziadio School of Business and Management 2002 — 2004
MBA
Ecole Supérieur de Commerce de Rouen 2003 — 2004
Graduate Certificate
Cornell University
BA
Tim Dillow's Morgan Stanley Smith Barney Experience 2007 - 2011
Job Group Administrator at UBS
Industry Financial Services
Experience
UBS 2011 - Present
Morgan Stanley Smith Barney 2007 - 2011
Smith Barney 2005 - 2006
Education
University of Wisconsin-Parkside 2000 — 2001
Bachelor of Arts (B.A.), Philosophy
College of Lake County 1997 — 2000
Associate of Arts (A.A.), Philosophy
UBS 2011 - Present
Morgan Stanley Smith Barney 2007 - 2011
Smith Barney 2005 - 2006
Education
University of Wisconsin-Parkside 2000 — 2001
Bachelor of Arts (B.A.), Philosophy
College of Lake County 1997 — 2000
Associate of Arts (A.A.), Philosophy
Rick Hasty's Morgan Stanley Smith Barney Experience March 2007 - May 2009
Job Finanacial Advisor CRPS at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. May 2009 - Present
Morgan Stanley Smith Barney March 2007 - May 2009
Education
College for Financial Planning
CRPS, Retirement Plan
University of Dayton
Finance, General
Wright State University
Finance, General
UBS Financial Services, Inc. May 2009 - Present
Morgan Stanley Smith Barney March 2007 - May 2009
Education
College for Financial Planning
CRPS, Retirement Plan
University of Dayton
Finance, General
Wright State University
Finance, General
William Cleary's Morgan Stanley Smith Barney Experience 1989 - 1992
Job Executive Director Research Sales MKM Partners
Industry Financial Services
Experience
MKM Partners January 2011 - Present
Macquarie Bank June 2008 - December 2010
CRT Capital Group 2004 - 2008
Sanford C. Bernstein 1999 - 2004
Morgan Stanley Smith Barney 1989 - 1992
Skills
Series 7, Special Situations, Series 63, Fixed Income, Hedge Funds, Equity Trading, Equity Research, Bloomberg, Electronic Trading, Convertible Bonds, Capital Markets, Trading Systems, Bonds, Derivatives, Corporate Finance
Education
The University of Western Ontario 1997 — 1999
Master of Business Administration (MBA)
Colgate University 1985 — 1989
BA, Economics
MKM Partners January 2011 - Present
Macquarie Bank June 2008 - December 2010
CRT Capital Group 2004 - 2008
Sanford C. Bernstein 1999 - 2004
Morgan Stanley Smith Barney 1989 - 1992
Skills
Series 7, Special Situations, Series 63, Fixed Income, Hedge Funds, Equity Trading, Equity Research, Bloomberg, Electronic Trading, Convertible Bonds, Capital Markets, Trading Systems, Bonds, Derivatives, Corporate Finance
Education
The University of Western Ontario 1997 — 1999
Master of Business Administration (MBA)
Colgate University 1985 — 1989
BA, Economics
Echelle Norman's Morgan Stanley Smith Barney Experience 1990 - 1994
Job Clinical Coordinator/Deputy Director at Odyssey House, Inc. Lafayette Young Adult Transitional Youth Facility
Industry Hospital & Health Care
Experience
Odyssey House, Inc. October 2014 - Present
Odyssey House, Inc. February 2014 - October 2014
Odyssey House March 2011 - February 2014
Beth Isreal Medical Center MMTP August 2010 - March 2011
Create Inc. July 2010 - January 2011
UBS Financial Services Inc. 1994 - 2008
Morgan Stanley Smith Barney 1990 - 1994
Skills
Healthcare, Social Services, Mental Health, Case Managment, Rehabilitation, Healthcare Management, Hospitals, Tax Reporting, Cost Basis Reporting, Training, Financial Statement..., Account Reconciliation, Securities, Program Development, Community Outreach, Job Search Strategies, Vocational..., Job Readiness, Resume Writing, Group Therapy, Crisis Intervention, Career Counseling, Volunteer Management, Vocational Evaluation, Disabilities, Substance Abuse..., Prevention, Job Coaching, Substance Use Disorders, Career Development, Mental Health Counseling, Psychotherapy, Conflict Resolution, Rehabilitation..., Behavioral Health, Career Assessment, Adolescents, Case Management, Interventions, Workshop Facilitation, Solution Focused
Education
Commission on Rehabilitation Counselor Certification 2013 — 2018
Certified Rehabilitation Counselor, Vocational Rehabilitation Counseling
City University of New York-Hunter College 2011 — 2014
MS.Ed, CRC, CASAC-T, Vocational Rehabilitation Counseling/Counselor
Calvary Hospital 2011 — 2011
Certificate of Completion, Bereavement and Grief Related Issues
The Resource Training Center 2009 — 2010
CASAC-T / Credentialed Alcohol & Substance Abuse Counselor - Trainee, Human Services
ARRIVE/Expoinents
Certificate of Completion, HIV/AIDS Education and Substance Abuse Training Program
Living Works
Certificate of Completion, ASIST / Applied Suicide Intervention Skills Training
The New York City Police Department
Certificate of Completion, Citzens Police Academy
New York Institute of Technology-Manhattan Campus 2008 — 2009
Bachelor of Science (BS), Business Administration/Marketing
Wood Tobe-Coburn School 1986 — 1987
Marketing
Odyssey House, Inc. October 2014 - Present
Odyssey House, Inc. February 2014 - October 2014
Odyssey House March 2011 - February 2014
Beth Isreal Medical Center MMTP August 2010 - March 2011
Create Inc. July 2010 - January 2011
UBS Financial Services Inc. 1994 - 2008
Morgan Stanley Smith Barney 1990 - 1994
Skills
Healthcare, Social Services, Mental Health, Case Managment, Rehabilitation, Healthcare Management, Hospitals, Tax Reporting, Cost Basis Reporting, Training, Financial Statement..., Account Reconciliation, Securities, Program Development, Community Outreach, Job Search Strategies, Vocational..., Job Readiness, Resume Writing, Group Therapy, Crisis Intervention, Career Counseling, Volunteer Management, Vocational Evaluation, Disabilities, Substance Abuse..., Prevention, Job Coaching, Substance Use Disorders, Career Development, Mental Health Counseling, Psychotherapy, Conflict Resolution, Rehabilitation..., Behavioral Health, Career Assessment, Adolescents, Case Management, Interventions, Workshop Facilitation, Solution Focused
Education
Commission on Rehabilitation Counselor Certification 2013 — 2018
Certified Rehabilitation Counselor, Vocational Rehabilitation Counseling
City University of New York-Hunter College 2011 — 2014
MS.Ed, CRC, CASAC-T, Vocational Rehabilitation Counseling/Counselor
Calvary Hospital 2011 — 2011
Certificate of Completion, Bereavement and Grief Related Issues
The Resource Training Center 2009 — 2010
CASAC-T / Credentialed Alcohol & Substance Abuse Counselor - Trainee, Human Services
ARRIVE/Expoinents
Certificate of Completion, HIV/AIDS Education and Substance Abuse Training Program
Living Works
Certificate of Completion, ASIST / Applied Suicide Intervention Skills Training
The New York City Police Department
Certificate of Completion, Citzens Police Academy
New York Institute of Technology-Manhattan Campus 2008 — 2009
Bachelor of Science (BS), Business Administration/Marketing
Wood Tobe-Coburn School 1986 — 1987
Marketing
Peter B. Coley's Morgan Stanley Smith Barney Experience 2007 - 2009
Job Financial Consultant; Officer, RBS Citizens Group
Industry Investment Management
Experience
RBS Citizens Group 2005 - Present
Morgan Stanley Smith Barney 2007 - 2009
Skills
Mutual Funds, Wealth Management, Investments, Financial Services, Series 7, Series 63, French fluency, Insurance, Fixed Annuities, Retirement, Education Funding, Managing Accounts, Small Business, Brokerage, Securities, Asset Managment, Retirement Planning, Portfolio Management, IRAs, Investment Advisory, 401k, Series 65, Series 3 Commodities &..., Series 24 Principal, Series 24, Capital Markets, Alternative Investments, Asset Allocation, Banking, Fixed Income, Investment Strategies
Education
Colby College 1981 — 1986
A.B. English, English Language and Literature/Letters
Brown University 1984 — 1985
Teaching Certification, Education
The Loomis Chaffee School
RBS Citizens Group 2005 - Present
Morgan Stanley Smith Barney 2007 - 2009
Skills
Mutual Funds, Wealth Management, Investments, Financial Services, Series 7, Series 63, French fluency, Insurance, Fixed Annuities, Retirement, Education Funding, Managing Accounts, Small Business, Brokerage, Securities, Asset Managment, Retirement Planning, Portfolio Management, IRAs, Investment Advisory, 401k, Series 65, Series 3 Commodities &..., Series 24 Principal, Series 24, Capital Markets, Alternative Investments, Asset Allocation, Banking, Fixed Income, Investment Strategies
Education
Colby College 1981 — 1986
A.B. English, English Language and Literature/Letters
Brown University 1984 — 1985
Teaching Certification, Education
The Loomis Chaffee School
Lisa Noyes's Morgan Stanley Smith Barney Experience June 2010 - September 2010
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2010 - September 2010
Wells Fargo Advisors March 1995 - September 2009
Education
Clemson University 1982 — 1986
B.S., Financial Management
Morgan Stanley Smith Barney June 2010 - September 2010
Wells Fargo Advisors March 1995 - September 2009
Education
Clemson University 1982 — 1986
B.S., Financial Management
Robert McQuade's Morgan Stanley Smith Barney Experience March 2003 - Present
Job Business Professional at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2003 - Present
Education
City University of Seattle 1994 — 1996
BS, Business
Santa Ana College
BA, Business
Morgan Stanley Smith Barney March 2003 - Present
Education
City University of Seattle 1994 — 1996
BS, Business
Santa Ana College
BA, Business
Andrew Eyerman's Morgan Stanley Smith Barney Experience June 2010 - September 2010
Job Looking For a Full Time Job
Industry Banking
Experience
Lakewood Country Club June 1999 - Present
Morgan Stanley Smith Barney June 2010 - September 2010
Oakpoint Fund Services LLC June 2010 - September 2010
Intralot/Sandra Heath & Associates July 2009 - September 2009
Asian Wok July 2000 - September 2008
Education
Cleveland State University
Business, Accounting and Finance
St. Edward High School
The Ohio State University
Science & Engineering and Economics
Lakewood Country Club June 1999 - Present
Morgan Stanley Smith Barney June 2010 - September 2010
Oakpoint Fund Services LLC June 2010 - September 2010
Intralot/Sandra Heath & Associates July 2009 - September 2009
Asian Wok July 2000 - September 2008
Education
Cleveland State University
Business, Accounting and Finance
St. Edward High School
The Ohio State University
Science & Engineering and Economics
Bob Johanson CFP, CIMA, CIMC's Morgan Stanley Smith Barney Experience 1995 - 2005
Job Director, Portfolio Specialist at ClearBridge Investments
Industry Financial Services
Experience
ClearBridge Investments 2007 - Present
Legg Mason 2005 - 2007
Morgan Stanley Smith Barney 1995 - 2005
Citigroup Asset Management 1994 - 2005
Skills
Series 7, Series 63, Series 65, Mutual Funds, Wealth Management, Alternative Investments, Investment Strategies, Separately Managed...
Education
College for Financial Planning 1995 — 1996
CFP Accreditation, Financial Planning and Services
University of Washington 1973 — 1978
BA, English, Writing & Literature
ClearBridge Investments 2007 - Present
Legg Mason 2005 - 2007
Morgan Stanley Smith Barney 1995 - 2005
Citigroup Asset Management 1994 - 2005
Skills
Series 7, Series 63, Series 65, Mutual Funds, Wealth Management, Alternative Investments, Investment Strategies, Separately Managed...
Education
College for Financial Planning 1995 — 1996
CFP Accreditation, Financial Planning and Services
University of Washington 1973 — 1978
BA, English, Writing & Literature
Tyler Eldredge's Morgan Stanley Smith Barney Experience January 2011 - Present
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2011 - Present
Prudential Financial July 2007 - November 2008
Skills
Wealth Management, Retirement Planning, Series 7, Series 63, Mutual Funds, Variable Annuities, Retirement, Long-term Care
Education
Colgate University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Barnstable High School 1997 — 2001
Morgan Stanley Smith Barney January 2011 - Present
Prudential Financial July 2007 - November 2008
Skills
Wealth Management, Retirement Planning, Series 7, Series 63, Mutual Funds, Variable Annuities, Retirement, Long-term Care
Education
Colgate University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Barnstable High School 1997 — 2001
Morgan Hees's Morgan Stanley Smith Barney Experience October 1995 - Present
Job Financial Advisor Portfolio Manager at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 1995 - Present
Dean Witter May 1985 - March 1987
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management
MBA
University of California, Berkeley
BA
Morgan Stanley Smith Barney October 1995 - Present
Dean Witter May 1985 - March 1987
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management
MBA
University of California, Berkeley
BA
Mark R. Miller's Morgan Stanley Smith Barney Experience July 2010 - September 2012
Job Financial Advisor at Main Effort Financial
Industry Financial Services
Experience
Main Effort Financial October 2012 - Present
Morgan Stanley Smith Barney July 2010 - September 2012
Towers Watson April 2005 - June 2010
Skills
CFA charterholder, CFA..., Member American Academy..., Enrolled Actuary
Education
Colgate University 1978 — 1982
BA, Economics
Main Effort Financial October 2012 - Present
Morgan Stanley Smith Barney July 2010 - September 2012
Towers Watson April 2005 - June 2010
Skills
CFA charterholder, CFA..., Member American Academy..., Enrolled Actuary
Education
Colgate University 1978 — 1982
BA, Economics
Gary Habedank's Morgan Stanley Smith Barney Experience May 1968 - May 2010
Job Senior Vice President/Wealth Management (retired) at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 1968 - May 2010
Education
College for Financial Planning 1979 — 1981
CFP®, Financial Planning and Wealth Managment
Pacific Lutheran University - School of Business 1962 — 1966
BBA, Finance
The University of Montana School of Law
Morgan Stanley Smith Barney May 1968 - May 2010
Education
College for Financial Planning 1979 — 1981
CFP®, Financial Planning and Wealth Managment
Pacific Lutheran University - School of Business 1962 — 1966
BBA, Finance
The University of Montana School of Law
Debra Contino's Morgan Stanley Smith Barney Experience January 2005 - Present
Job CSA at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2005 - Present
Prudential Securities January 1996 - January 2005
Skills
Customer Service, Microsoft Office
Education
College of Mount Saint Vincent
Bachelor of Arts (BA), Economics
Morgan Stanley Smith Barney January 2005 - Present
Prudential Securities January 1996 - January 2005
Skills
Customer Service, Microsoft Office
Education
College of Mount Saint Vincent
Bachelor of Arts (BA), Economics
Drew Jamner's Morgan Stanley Smith Barney Experience June 2011 - July 2011
Job Credit Analyst at Informa Global Markets
Industry Financial Services
Experience
Informa Global Markets January 2015 - Present
INTL FCStone Inc. June 2014 - December 2014
KLS Professional Advisors, LLC July 2012 - June 2014
Bessemer Trust January 2012 - January 2012
UBS Wealth Management July 2011 - August 2011
Morgan Stanley Smith Barney June 2011 - July 2011
Skills
Microsoft Excel, Equities, Investment Banking, Microsoft Office, Investments, PowerPoint, Portfolio Management, Alternative Investments, Excel, Mutual Funds, Asset Allocation, Investment Management, Securities, Investment Advisory, People Skills
Education
Colby College 2008 — 2012
B.A., Major: International Studies (Concentration: International Economic Policy)
Weston High School 2004 — 2008
Informa Global Markets January 2015 - Present
INTL FCStone Inc. June 2014 - December 2014
KLS Professional Advisors, LLC July 2012 - June 2014
Bessemer Trust January 2012 - January 2012
UBS Wealth Management July 2011 - August 2011
Morgan Stanley Smith Barney June 2011 - July 2011
Skills
Microsoft Excel, Equities, Investment Banking, Microsoft Office, Investments, PowerPoint, Portfolio Management, Alternative Investments, Excel, Mutual Funds, Asset Allocation, Investment Management, Securities, Investment Advisory, People Skills
Education
Colby College 2008 — 2012
B.A., Major: International Studies (Concentration: International Economic Policy)
Weston High School 2004 — 2008
Carol Ann Coppola's Morgan Stanley Smith Barney Experience February 1998 - Present
Job Executive Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 1998 - Present
Morgan Stanley Wealth Management February 1998 - Present
First Union/Wachovia January 1995 - May 1997
Skills
Financial Advisory, Mutual Funds, Investment Strategies, Series 63, IRAs, Asset Allocation, Fixed Income, Hedge Funds, Series 24, Risk Management, Investment Advisory, Bonds, IT Strategy, ETFs, Capital Markets, Series 7, Wealth Management..., 401k, Trading Systems, Alternative Investments
Education
John Jay College of Criminal Justice
AA, Liberal Arts
Morgan Stanley Smith Barney February 1998 - Present
Morgan Stanley Wealth Management February 1998 - Present
First Union/Wachovia January 1995 - May 1997
Skills
Financial Advisory, Mutual Funds, Investment Strategies, Series 63, IRAs, Asset Allocation, Fixed Income, Hedge Funds, Series 24, Risk Management, Investment Advisory, Bonds, IT Strategy, ETFs, Capital Markets, Series 7, Wealth Management..., 401k, Trading Systems, Alternative Investments
Education
John Jay College of Criminal Justice
AA, Liberal Arts
Prudy Stella's Morgan Stanley Smith Barney Experience 1987 - 1989
Job Assistant to the Business Manager at St. John Neumann Roman Catholic Church
Industry Accounting
Experience
St. John Neumann Roman Catholic Church March 2015 - Present
Diocese of Joliet September 2008 - September 2014
Morgan Stanley Smith Barney 1987 - 1989
Goldman Sachs 1982 - 1986
Skills
Accounting, Microsoft Excel, Microsoft Word, Microsoft Office, Finance, QuickBooks
Education
Northern Illinois University 1979 — 1981
Bachelor’s Degree, Finance
College of DuPage 1977 — 1979
Associate’s Degree, Accounting
St. John Neumann Roman Catholic Church March 2015 - Present
Diocese of Joliet September 2008 - September 2014
Morgan Stanley Smith Barney 1987 - 1989
Goldman Sachs 1982 - 1986
Skills
Accounting, Microsoft Excel, Microsoft Word, Microsoft Office, Finance, QuickBooks
Education
Northern Illinois University 1979 — 1981
Bachelor’s Degree, Finance
College of DuPage 1977 — 1979
Associate’s Degree, Accounting
Desiree Gonzalez's Morgan Stanley Smith Barney Experience December 2000 - April 2004
Job Staff Accountant at Epic Care
Industry Accounting
Experience
Epic Care September 2014 - Present
Epic Care December 2012 - September 2014
SAP formerly Right Hemisphere, Inc. 2008 - 2012
Groundworks, Inc. April 2007 - October 2007
SuccessFactors via Accountemps January 2007 - March 2007
Thomas Lighting Company September 2004 - January 2007
Morgan Stanley Smith Barney December 2000 - April 2004
Citibank May 1999 - December 2000
Wells Fargo March 1993 - July 1997
Skills
Accounts Payable, Account Reconciliation, Accounting, Accounts Receivable, Human Resources, Invoicing, Payroll, Recruiting, Bookkeeping, Microsoft Excel, Bank Reconciliation, Finance, Microsoft Word
Education
College of San Mateo
Accounting Asst I & II Certificates, Accounting
Epic Care September 2014 - Present
Epic Care December 2012 - September 2014
SAP formerly Right Hemisphere, Inc. 2008 - 2012
Groundworks, Inc. April 2007 - October 2007
SuccessFactors via Accountemps January 2007 - March 2007
Thomas Lighting Company September 2004 - January 2007
Morgan Stanley Smith Barney December 2000 - April 2004
Citibank May 1999 - December 2000
Wells Fargo March 1993 - July 1997
Skills
Accounts Payable, Account Reconciliation, Accounting, Accounts Receivable, Human Resources, Invoicing, Payroll, Recruiting, Bookkeeping, Microsoft Excel, Bank Reconciliation, Finance, Microsoft Word
Education
College of San Mateo
Accounting Asst I & II Certificates, Accounting
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.