Morgan Stanley Wealth Management
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 Wealth Management Employees
Employee
Years
Job
Industry
Shemiah B Branch Shemiah B Branch's Morgan Stanley Wealth Management Experience February 2015 - Present
Job Wealth Management Operations Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2015 - Present
Morgan Stanley Wealth Management/Year Up August 2014 - January 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Data Entry, Customer Service, Leadership, PowerPoint, Research, Computer Hardware, Teamwork, Access, Information Technology, Public Speaking, Windows 7, Time Management, Financial Analysis, Outlook, Analysis, Data Analysis
Education
Baltimore City Community College 2014 — 2015
Morgan Stanley Wealth Management February 2015 - Present
Morgan Stanley Wealth Management/Year Up August 2014 - January 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Data Entry, Customer Service, Leadership, PowerPoint, Research, Computer Hardware, Teamwork, Access, Information Technology, Public Speaking, Windows 7, Time Management, Financial Analysis, Outlook, Analysis, Data Analysis
Education
Baltimore City Community College 2014 — 2015
Aaron Severson Aaron Severson's Morgan Stanley Wealth Management Experience May 2008 - February 2014
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2014 - Present
Morgan Stanley Wealth Management May 2008 - February 2014
Smith Barney April 2005 - May 2008
The First National Bank in Sioux Falls 2002 - 2004
Skills
401k Rollovers, Investments, Retirement Planning, Wealth Preservation..., Retirement Plan..., Asset Allocation, Concentrated Stock..., Securities, Fixed Income Strategies
Education
Augustana College (SD) 1996 — 2001
B.A., Professional Accountancy
Wells Fargo Advisors, LLC February 2014 - Present
Morgan Stanley Wealth Management May 2008 - February 2014
Smith Barney April 2005 - May 2008
The First National Bank in Sioux Falls 2002 - 2004
Skills
401k Rollovers, Investments, Retirement Planning, Wealth Preservation..., Retirement Plan..., Asset Allocation, Concentrated Stock..., Securities, Fixed Income Strategies
Education
Augustana College (SD) 1996 — 2001
B.A., Professional Accountancy
Morgan Keil Morgan Keil's Morgan Stanley Wealth Management Experience February 2011 - July 2012
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2012 - Present
Morgan Stanley Wealth Management February 2011 - July 2012
Merrill Lynch August 2008 - December 2010
Skills
Retirement Planning, Investments, Estate Planning, Securities, Wealth Management, Asset Allocation, Insurance, Investment Advisory, Financial Advisory, Financial Planning, Strategic Financial..., Life Insurance, Fixed Annuities, Health Insurance, Disability Insurance, Long Term Care Insurance, Permanent Life Insurance, Variable Annuities, Variable Life, Whole Life
Education
Arizona State University
Bachelor's Degree Of Interdisciplinary Studies, Business Management and Communication
Arizona State University
Business Administration and Management, General
AXA Advisors 2012 - Present
Morgan Stanley Wealth Management February 2011 - July 2012
Merrill Lynch August 2008 - December 2010
Skills
Retirement Planning, Investments, Estate Planning, Securities, Wealth Management, Asset Allocation, Insurance, Investment Advisory, Financial Advisory, Financial Planning, Strategic Financial..., Life Insurance, Fixed Annuities, Health Insurance, Disability Insurance, Long Term Care Insurance, Permanent Life Insurance, Variable Annuities, Variable Life, Whole Life
Education
Arizona State University
Bachelor's Degree Of Interdisciplinary Studies, Business Management and Communication
Arizona State University
Business Administration and Management, General
Shannon Bellimer Shannon Bellimer's Morgan Stanley Wealth Management Experience December 2013 - May 2014
Job Currently Available for Employment
Industry Accounting
Experience
APEX Systems, Inc. June 2014 - May 2015
Morgan Stanley Wealth Management December 2013 - May 2014
Cox Communications March 2013 - August 2013
United Cerebral Palsy January 2013 - March 2013
CVS Caremark Corporation September 2012 - December 2012
Target October 2007 - October 2012
Discover Financial Services July 1995 - May 2011
Skills
Financial Accounting, Financial Reporting, Operating Budgets, Forecasting, Accounts Payable, Auditing, Purchase Orders, Data Entry, 10 Key, Microsoft Office, Microsoft Excel, Access, Microsoft Word, Outlook, Oracle Financial, Telephone Skills, Customer Service, Cash Register, Research, Critical Thinking, Time Management, Communication Skills
Education
Arizona State University
Business/Corporate Communications/Accounting/Finance
University of Phoenix
Business Administration, Management and Operations
APEX Systems, Inc. June 2014 - May 2015
Morgan Stanley Wealth Management December 2013 - May 2014
Cox Communications March 2013 - August 2013
United Cerebral Palsy January 2013 - March 2013
CVS Caremark Corporation September 2012 - December 2012
Target October 2007 - October 2012
Discover Financial Services July 1995 - May 2011
Skills
Financial Accounting, Financial Reporting, Operating Budgets, Forecasting, Accounts Payable, Auditing, Purchase Orders, Data Entry, 10 Key, Microsoft Office, Microsoft Excel, Access, Microsoft Word, Outlook, Oracle Financial, Telephone Skills, Customer Service, Cash Register, Research, Critical Thinking, Time Management, Communication Skills
Education
Arizona State University
Business/Corporate Communications/Accounting/Finance
University of Phoenix
Business Administration, Management and Operations
Nailah Davidson Nailah Davidson's Morgan Stanley Wealth Management Experience February 2012 - May 2015
Job Associate for Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley May 2015 - Present
Morgan Stanley Wealth Management February 2012 - May 2015
Skills
Leadership, Teamwork, Tutoring, Proofreading, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Research, Public Speaking, Event Planning, Sales, Fundraising, Social Media, Community Outreach, Nonprofits
Education
Lincoln University 2007 — 2011
BA in Political Science, Political Science and International Relations
Amberton University
Master of Business Administration (MBA), Strategic Leadership
Morgan Stanley May 2015 - Present
Morgan Stanley Wealth Management February 2012 - May 2015
Skills
Leadership, Teamwork, Tutoring, Proofreading, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Research, Public Speaking, Event Planning, Sales, Fundraising, Social Media, Community Outreach, Nonprofits
Education
Lincoln University 2007 — 2011
BA in Political Science, Political Science and International Relations
Amberton University
Master of Business Administration (MBA), Strategic Leadership
Adrienne Weinman Adrienne Weinman's Morgan Stanley Wealth Management Experience April 2013 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2013 - Present
TD Ameritrade Institutional October 2011 - April 2013
TD Ameritrade Institutional January 2011 - October 2011
Charles Schwab January 2010 - January 2011
Skills
Foreign Currency, Foreign Exchange, Series 7, Microsoft Office, Futures Trading, Portfolio Management, Investments, Bloomberg Terminal, Commodity Markets, Financial Services, Commodity, Series 9/10, Uniform Combined State..., Trading, Foreign Currency..., SuRPAS, Citrix, Notary Public, Mutual Funds, Thompson One, FINRA, Linedata Mfact, EXTRA, Trade Execution System..., Client Central, PeopleSoft, Uniform Combined State..., Series 66, TD Ameritrade..., Thomson One, Oracle Imaging and..., SQL Server Reporting...
Education
Arizona State University 2002 — 2006
Bachelor of Arts, Psychology
Morgan Stanley Wealth Management April 2013 - Present
TD Ameritrade Institutional October 2011 - April 2013
TD Ameritrade Institutional January 2011 - October 2011
Charles Schwab January 2010 - January 2011
Skills
Foreign Currency, Foreign Exchange, Series 7, Microsoft Office, Futures Trading, Portfolio Management, Investments, Bloomberg Terminal, Commodity Markets, Financial Services, Commodity, Series 9/10, Uniform Combined State..., Trading, Foreign Currency..., SuRPAS, Citrix, Notary Public, Mutual Funds, Thompson One, FINRA, Linedata Mfact, EXTRA, Trade Execution System..., Client Central, PeopleSoft, Uniform Combined State..., Series 66, TD Ameritrade..., Thomson One, Oracle Imaging and..., SQL Server Reporting...
Education
Arizona State University 2002 — 2006
Bachelor of Arts, Psychology
Denise Rayve Denise Rayve's Morgan Stanley Wealth Management Experience June 2011 - November 2012
Job Senior Vice President Regional Wealth Sales Manager at HSBC Wealth Management
Industry Financial Services
Experience
HSBC November 2012 - Present
Morgan Stanley Wealth Management June 2011 - November 2012
TD Bank July 2009 - January 2011
Citi Smith Barney December 2007 - December 2008
Citicorp Investment Services/Citi Smith Barney May 2004 - December 2007
Bank of America/ Fleet-Quick & Reilly July 2003 - May 2004
Prudential Securities January 1992 - August 2002
Shearson Lehman Hutton April 1984 - January 1992
Skills
Wealth Management, Series 63, Mutual Funds, Investments, Securities, Portfolio Management, Retirement Planning, Financial Advisory, Asset Allocation, Strategic Financial..., Alternative Investments, Investment Advisory, Asset Managment, Banking, Equities, Credit, Fixed Income, Insurance, Financial Services
Education
The Ohio State University 1982 — 1984
History of Art
Baldwin Wallace University 1980 — 1982
BA, Art History
HSBC November 2012 - Present
Morgan Stanley Wealth Management June 2011 - November 2012
TD Bank July 2009 - January 2011
Citi Smith Barney December 2007 - December 2008
Citicorp Investment Services/Citi Smith Barney May 2004 - December 2007
Bank of America/ Fleet-Quick & Reilly July 2003 - May 2004
Prudential Securities January 1992 - August 2002
Shearson Lehman Hutton April 1984 - January 1992
Skills
Wealth Management, Series 63, Mutual Funds, Investments, Securities, Portfolio Management, Retirement Planning, Financial Advisory, Asset Allocation, Strategic Financial..., Alternative Investments, Investment Advisory, Asset Managment, Banking, Equities, Credit, Fixed Income, Insurance, Financial Services
Education
The Ohio State University 1982 — 1984
History of Art
Baldwin Wallace University 1980 — 1982
BA, Art History
Eddie Havins Eddie Havins's Morgan Stanley Wealth Management Experience May 2008 - January 2010
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2010 - Present
Morgan Stanley Wealth Management May 2008 - January 2010
Citi Smith Barney February 1988 - May 2008
Skills
Retirement Planning, Asset Allocation, IRAs, Insurance, Fixed Annuities, 401k Rollovers, Roth IRA, 529 Plans, Variable Annuities, Estate Strategies, Series 7, Asset Management, Investments, Retirement, Series 63, Mutual Funds, Investment Advisory, Securities, Finance, Portfolio Management, Estate Law
Education
Arizona State University, W. P. Carey School of Business 1965 — 1968
Bachelor's degree, Business
Eastern New Mexico University 1964 — 1965
Freshman Year 1964, Business Administration and Management, General
Wells Fargo Advisors January 2010 - Present
Morgan Stanley Wealth Management May 2008 - January 2010
Citi Smith Barney February 1988 - May 2008
Skills
Retirement Planning, Asset Allocation, IRAs, Insurance, Fixed Annuities, 401k Rollovers, Roth IRA, 529 Plans, Variable Annuities, Estate Strategies, Series 7, Asset Management, Investments, Retirement, Series 63, Mutual Funds, Investment Advisory, Securities, Finance, Portfolio Management, Estate Law
Education
Arizona State University, W. P. Carey School of Business 1965 — 1968
Bachelor's degree, Business
Eastern New Mexico University 1964 — 1965
Freshman Year 1964, Business Administration and Management, General
Jon Pincus Jon Pincus's Morgan Stanley Wealth Management Experience April 2013 - June 2013
Job Regional Bank Private Banker 2 (SAFE) at Wells Fargo
Industry Investment Management
Experience
Wells Fargo June 2013 - Present
Morgan Stanley Wealth Management April 2013 - June 2013
Merrill Lynch September 2012 - March 2013
Northwestern Mutual June 2011 - September 2012
Aflac November 2004 - June 2011
Cox Enterprises June 1998 - February 2005
Skills
Disability Insurance, Long Term Care Insurance, Fixed Annuities, Education Funding, Life Insurance, Retirement Planning, Insurance, Wealth Management, Investments, Series 7, Retirement, Sales, Finance, Strategic Financial..., Portfolio Management, Long-term Care, Mortgage Lending
Education
Art Institute of Atlanta 1999 — 2002
Wells Fargo June 2013 - Present
Morgan Stanley Wealth Management April 2013 - June 2013
Merrill Lynch September 2012 - March 2013
Northwestern Mutual June 2011 - September 2012
Aflac November 2004 - June 2011
Cox Enterprises June 1998 - February 2005
Skills
Disability Insurance, Long Term Care Insurance, Fixed Annuities, Education Funding, Life Insurance, Retirement Planning, Insurance, Wealth Management, Investments, Series 7, Retirement, Sales, Finance, Strategic Financial..., Portfolio Management, Long-term Care, Mortgage Lending
Education
Art Institute of Atlanta 1999 — 2002
Connor Stoeser's Morgan Stanley Wealth Management Experience May 2013 - September 2013
Job Tax Consultant at Deloitte
Industry Financial Services
Experience
Deloitte June 2015 - August 2015
Deloitte June 2014 - August 2014
Morgan Stanley Wealth Management May 2013 - September 2013
Azul Restaurant & Lounge May 2012 - August 2012
Nordstrom June 2011 - August 2011
Skills
Microsoft Office, Public Speaking, Social Media, Facebook, Outlook, Photoshop, PowerPoint, Microsoft Excel, Microsoft Word, Social Networking
Education
Gonzaga University Graduate School of Business 2015 — 2016
Master’s Degree, Taxation
Gonzaga University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Accounting
Deloitte June 2015 - August 2015
Deloitte June 2014 - August 2014
Morgan Stanley Wealth Management May 2013 - September 2013
Azul Restaurant & Lounge May 2012 - August 2012
Nordstrom June 2011 - August 2011
Skills
Microsoft Office, Public Speaking, Social Media, Facebook, Outlook, Photoshop, PowerPoint, Microsoft Excel, Microsoft Word, Social Networking
Education
Gonzaga University Graduate School of Business 2015 — 2016
Master’s Degree, Taxation
Gonzaga University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Accounting
Kathy Frazier Kathy Frazier's Morgan Stanley Wealth Management Experience November 2007 - November 2013
Job Financial Advisor at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. November 2013 - Present
Morgan Stanley Wealth Management November 2007 - November 2013
Goldman Sachs August 1987 - December 1999
Education
University of Pennsylvania - The Wharton School 1985 — 1987
Master of Business Administration (M.B.A.), Finance
Amherst College 1979 — 1983
Bachelor of Arts (BA), Economics
The Spence School 1974 — 1979
UBS Financial Services, Inc. November 2013 - Present
Morgan Stanley Wealth Management November 2007 - November 2013
Goldman Sachs August 1987 - December 1999
Education
University of Pennsylvania - The Wharton School 1985 — 1987
Master of Business Administration (M.B.A.), Finance
Amherst College 1979 — 1983
Bachelor of Arts (BA), Economics
The Spence School 1974 — 1979
Chaz Faltz Chaz Faltz's Morgan Stanley Wealth Management Experience May 2013 - Present
Job Disbursement Analyst at Morgan Stanley High Networth Lending
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2013 - Present
Year Up January 2012 - August 2013
Morgan Stanley Private Wealth Management January 2013 - May 2013
Morgan Stanley August 2012 - January 2013
Serco January 2011 - November 2011
APGFCU January 2009 - January 2011
Skills
Portfolio Management, Fund Accounting, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Outlook, Mortgage Lending, Business Development, Banking, Loans, Process Improvement, Strategic Planning, Team Leadership, Project Management, Finance, Financial Services, Risk Management, Team Building, Accounting, Analysis, Leadership, Data Entry, Data Analysis, Research
Education
Baltimore City Community College 2012 — 2016
Business Marketing
Morgan Stanley Wealth Management May 2013 - Present
Year Up January 2012 - August 2013
Morgan Stanley Private Wealth Management January 2013 - May 2013
Morgan Stanley August 2012 - January 2013
Serco January 2011 - November 2011
APGFCU January 2009 - January 2011
Skills
Portfolio Management, Fund Accounting, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Outlook, Mortgage Lending, Business Development, Banking, Loans, Process Improvement, Strategic Planning, Team Leadership, Project Management, Finance, Financial Services, Risk Management, Team Building, Accounting, Analysis, Leadership, Data Entry, Data Analysis, Research
Education
Baltimore City Community College 2012 — 2016
Business Marketing
Philip Russo Philip Russo's Morgan Stanley Wealth Management Experience May 2011 - May 2011
Job Investment Banking Analyst at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. June 2015 - Present
Babson College September 2014 - May 2015
MHT MidSpan June 2014 - August 2014
The London School of Economics and Political Science (LSE) February 2014 - June 2014
New York Life Insurance Company May 2013 - August 2013
Babson College August 2012 - May 2013
Syrinx Consulting Corporation June 2012 - August 2012
Oh Snap Apparel December 2011 - May 2012
Morgan Stanley Wealth Management May 2011 - May 2011
Construction Telecommunication Services, Inc. April 2010 - May 2011
Skills
Microsoft Office, Minitab, Morningstar Direct, Corporate Finance, Valuation, Lacrosse, Hockey, Capital IQ, IBIS, Team Leadership, Economics, Entrepreneurship, Inventory Management, Construction, Portfolio Performance..., Microsoft Excel, Access, Endurance, Networking, Data Analysis, Financial Analysis, Finance, LinkedIn
Education
Babson College 2011 — 2015
Bachelor of Science in Business Management, Finance and Economics
The London School of Economics and Political Science (LSE) 2013 — 2014
Finance and Economics
Masconomet Regional High School 2007 — 2011
Stephens Inc. June 2015 - Present
Babson College September 2014 - May 2015
MHT MidSpan June 2014 - August 2014
The London School of Economics and Political Science (LSE) February 2014 - June 2014
New York Life Insurance Company May 2013 - August 2013
Babson College August 2012 - May 2013
Syrinx Consulting Corporation June 2012 - August 2012
Oh Snap Apparel December 2011 - May 2012
Morgan Stanley Wealth Management May 2011 - May 2011
Construction Telecommunication Services, Inc. April 2010 - May 2011
Skills
Microsoft Office, Minitab, Morningstar Direct, Corporate Finance, Valuation, Lacrosse, Hockey, Capital IQ, IBIS, Team Leadership, Economics, Entrepreneurship, Inventory Management, Construction, Portfolio Performance..., Microsoft Excel, Access, Endurance, Networking, Data Analysis, Financial Analysis, Finance, LinkedIn
Education
Babson College 2011 — 2015
Bachelor of Science in Business Management, Finance and Economics
The London School of Economics and Political Science (LSE) 2013 — 2014
Finance and Economics
Masconomet Regional High School 2007 — 2011
Joe Gifford, CFP® Joe Gifford, CFP®'s Morgan Stanley Wealth Management Experience 1997 - 1999
Job Wealth Manager
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Schwab Private Client Investment Advisory, Inc. May 2013 - February 2015
Ashwood Advisors January 2000 - December 2012
Morgan Stanley Wealth Management 1997 - 1999
Education
Auburn University, College of Business 1992 — 1996
Charles Schwab March 2015 - Present
Schwab Private Client Investment Advisory, Inc. May 2013 - February 2015
Ashwood Advisors January 2000 - December 2012
Morgan Stanley Wealth Management 1997 - 1999
Education
Auburn University, College of Business 1992 — 1996
Jack Susin Jack Susin's Morgan Stanley Wealth Management Experience October 2009 - May 2012
Job President, Founder, Wealth Advisor at JMS Capital Management
Industry Financial Services
Experience
JMS Capital Management May 2012 - Present
Morgan Stanley Wealth Management October 2009 - May 2012
Merrill Lynch March 2005 - September 2009
Skills
English, Microsoft Excel, Windows, Outlook, Asset Allocation, PowerPoint, Photoshop, Investment Strategies, Investments, Portfolio Management, Asset Managment, Microsoft Word, Research, Customer Service, Wealth Management, Finance, Retirement Planning, Microsoft Office, Asset Management, Financial Services, Fixed Annuities
Education
Augustana College 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, Economics, Marketing
JMS Capital Management May 2012 - Present
Morgan Stanley Wealth Management October 2009 - May 2012
Merrill Lynch March 2005 - September 2009
Skills
English, Microsoft Excel, Windows, Outlook, Asset Allocation, PowerPoint, Photoshop, Investment Strategies, Investments, Portfolio Management, Asset Managment, Microsoft Word, Research, Customer Service, Wealth Management, Finance, Retirement Planning, Microsoft Office, Asset Management, Financial Services, Fixed Annuities
Education
Augustana College 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, Economics, Marketing
Andrew Leoni, MBA's Morgan Stanley Wealth Management Experience March 2013 - Present
Job Morgan Stanley Wealth Management Associate
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2013 - Present
Kirby School District 140 School Board April 2013 - Present
Tinley Park Jaycees October 2013 - September 2014
Citi January 2004 - December 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Electronic Trading, Trading Floor, Interest Rate Risk..., Buy and Sell Financial..., FX Hedging, Interest Rate Hedging, Operations Management, What-if Analysis, Financial Analysis, Financial Risk, Financial Markets, Series 7, Wealth Management, Mortgage Lending, 401k Rollovers, Strategic Financial..., Risk Management, College Savings Plans, IRAs, Pensions, Bonds, Portfolio Management, Options, Financial Services, Hedging, Securities, Investments, Asset Management, Loans, Finance, Cash Management, FINRA, Trading, Alternative Investments, series 66, Bloomberg, Series 63, ETFs, Investment Strategies, Strategic Planning, Fixed Income, Customer Service, Public Speaking, Team Building, Equities, Leadership
Education
RIDER UNIVERSITY, Graduate School of Business
Master of Business Administration
Albion College
Bachelor of Arts, Economics and Management
Victor J. Andrew and Ben Franklin High School 1993 — 1997
High School Diploma
Morgan Stanley Wealth Management March 2013 - Present
Kirby School District 140 School Board April 2013 - Present
Tinley Park Jaycees October 2013 - September 2014
Citi January 2004 - December 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Electronic Trading, Trading Floor, Interest Rate Risk..., Buy and Sell Financial..., FX Hedging, Interest Rate Hedging, Operations Management, What-if Analysis, Financial Analysis, Financial Risk, Financial Markets, Series 7, Wealth Management, Mortgage Lending, 401k Rollovers, Strategic Financial..., Risk Management, College Savings Plans, IRAs, Pensions, Bonds, Portfolio Management, Options, Financial Services, Hedging, Securities, Investments, Asset Management, Loans, Finance, Cash Management, FINRA, Trading, Alternative Investments, series 66, Bloomberg, Series 63, ETFs, Investment Strategies, Strategic Planning, Fixed Income, Customer Service, Public Speaking, Team Building, Equities, Leadership
Education
RIDER UNIVERSITY, Graduate School of Business
Master of Business Administration
Albion College
Bachelor of Arts, Economics and Management
Victor J. Andrew and Ben Franklin High School 1993 — 1997
High School Diploma
Kelly Compton's Morgan Stanley Wealth Management Experience November 1999 - March 2005
Job Chief Investment Officer at WCM Wealth Management
Industry Financial Services
Experience
PKS Investments June 2013 - Present
WCM Wealth Management March 2013 - Present
AIA March 2005 - January 2013
Morgan Stanley Wealth Management November 1999 - March 2005
Skills
Investments, Portfolio Management, Retirement Planning, Investment Advisory, Financial Advisory, Mutual Funds, Securities, Equities, Asset Management, Wealth Management, Strategic Planning, Asset Allocation, Customer Service, Finance, Management, Retirement, Series 7, Leadership, Strategic Financial...
Education
Angelo State University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Texas A&M University
Business Administration and Management, General
PKS Investments June 2013 - Present
WCM Wealth Management March 2013 - Present
AIA March 2005 - January 2013
Morgan Stanley Wealth Management November 1999 - March 2005
Skills
Investments, Portfolio Management, Retirement Planning, Investment Advisory, Financial Advisory, Mutual Funds, Securities, Equities, Asset Management, Wealth Management, Strategic Planning, Asset Allocation, Customer Service, Finance, Management, Retirement, Series 7, Leadership, Strategic Financial...
Education
Angelo State University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Texas A&M University
Business Administration and Management, General
Kevin Cameron Kevin Cameron's Morgan Stanley Wealth Management Experience March 2012 - April 2013
Job Professional
Industry Financial Services
Experience
- December 2014 - Present
UBS Financial Services, Inc. April 2013 - November 2014
Morgan Stanley Wealth Management March 2012 - April 2013
Oakland Athletics January 2009 - November 2009
San Diego Padres December 2006 - November 2008
Minnesota Twins June 2001 - December 2006
Skills
Public Speaking, Marketing, Sports Management, Finance, Sports, Leadership, Sports Marketing, Coaching, Customer Service, Sales
Education
Arizona State University, W. P. Carey School of Business 2010 — 2011
Finance
Georgia Institute of Technology 1998 — 2001
Business Management
- December 2014 - Present
UBS Financial Services, Inc. April 2013 - November 2014
Morgan Stanley Wealth Management March 2012 - April 2013
Oakland Athletics January 2009 - November 2009
San Diego Padres December 2006 - November 2008
Minnesota Twins June 2001 - December 2006
Skills
Public Speaking, Marketing, Sports Management, Finance, Sports, Leadership, Sports Marketing, Coaching, Customer Service, Sales
Education
Arizona State University, W. P. Carey School of Business 2010 — 2011
Finance
Georgia Institute of Technology 1998 — 2001
Business Management
George H. Hayes Jr. George H. Hayes Jr.'s Morgan Stanley Wealth Management Experience May 2003 - May 2005
Job Sales Manager
Industry Retail
Experience
AT&T May 2014 - February 2015
Summit Wealth Advisors, LLC October 2013 - December 2013
Upromise August 2012 - April 2013
Great Nation Investment Bank July 2010 - August 2011
U.S. Trust January 2006 - March 2008
Morgan Stanley Wealth Management May 2003 - May 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Strategic Planning, Business Strategy, Marketing Strategy, Non-profit..., Financial Accounting, Finance, Strategic Financial...
Education
Avila University 2008 — 2010
Master of Business Administration (M.B.A.), Finance, 3.5
American University 2001 — 2005
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
AT&T May 2014 - February 2015
Summit Wealth Advisors, LLC October 2013 - December 2013
Upromise August 2012 - April 2013
Great Nation Investment Bank July 2010 - August 2011
U.S. Trust January 2006 - March 2008
Morgan Stanley Wealth Management May 2003 - May 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Strategic Planning, Business Strategy, Marketing Strategy, Non-profit..., Financial Accounting, Finance, Strategic Financial...
Education
Avila University 2008 — 2010
Master of Business Administration (M.B.A.), Finance, 3.5
American University 2001 — 2005
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Erica Weems Erica Weems's Morgan Stanley Wealth Management Experience January 2014 - Present
Job Intern ( analyst ) at Morgan Stanley Wealth Management
Industry Information Technology and Services
Experience
Morgan Stanley Wealth Management January 2014 - Present
Skills
PowerPoint, Teamwork, Microsoft Word, Customer Service, Microsoft Office, Microsoft Excel, Windows, Time Management, Public Speaking, Research, Outlook, Access, Data Entry, English, Critical Thinking, Leadership, Social Networking, Troubleshooting, Facebook, Team Leadership, Data Analysis, Spanish, Telephone Skills
Education
Baltimore City Community College 2013 — 2014
Paul Laurence Dunbar High School 2009 — 2013
Morgan Stanley Wealth Management January 2014 - Present
Skills
PowerPoint, Teamwork, Microsoft Word, Customer Service, Microsoft Office, Microsoft Excel, Windows, Time Management, Public Speaking, Research, Outlook, Access, Data Entry, English, Critical Thinking, Leadership, Social Networking, Troubleshooting, Facebook, Team Leadership, Data Analysis, Spanish, Telephone Skills
Education
Baltimore City Community College 2013 — 2014
Paul Laurence Dunbar High School 2009 — 2013
Carol Stryker Carol Stryker's Morgan Stanley Wealth Management Experience November 2013 - Present
Job Customer Service Manager/Six Sigma Green Belt/Human Resource Certification
Industry Human Resources
Experience
Scentsy September 2015 - Present
Morgan Stanley Wealth Management November 2013 - Present
Ashland Incorporated January 2012 - October 2012
IDEX Corporation January 2009 - March 2010
IDEX Corporation January 2009 - March 2010
Diebold October 2001 - February 2008
Diebold Incorporated May 1999 - February 2008
Diebold Corporation January 2001 - January 2008
Diebold May 1999 - October 2001
Diebold Incorporated January 1999 - January 2001
Skills
Cross-functional Team..., Forecasting, Business Process..., Six Sigma, Customer Service, Process Improvement, Continuous Improvement, Change Management, Inventory Management, Operations Management, Training, Leadership, Project Management, Management, Performance Management
Education
Ashland University 2000 — 2004
Masters, Business Admin
Ashland University 1982 — 1987
Bachelor, Business Administration & ManagementHuman Resource Certification
Ashland University
Bachelor, Business Administration & Management
Triway High School
Scentsy September 2015 - Present
Morgan Stanley Wealth Management November 2013 - Present
Ashland Incorporated January 2012 - October 2012
IDEX Corporation January 2009 - March 2010
IDEX Corporation January 2009 - March 2010
Diebold October 2001 - February 2008
Diebold Incorporated May 1999 - February 2008
Diebold Corporation January 2001 - January 2008
Diebold May 1999 - October 2001
Diebold Incorporated January 1999 - January 2001
Skills
Cross-functional Team..., Forecasting, Business Process..., Six Sigma, Customer Service, Process Improvement, Continuous Improvement, Change Management, Inventory Management, Operations Management, Training, Leadership, Project Management, Management, Performance Management
Education
Ashland University 2000 — 2004
Masters, Business Admin
Ashland University 1982 — 1987
Bachelor, Business Administration & ManagementHuman Resource Certification
Ashland University
Bachelor, Business Administration & Management
Triway High School
Brent Carman Brent Carman's Morgan Stanley Wealth Management Experience June 2004 - April 2005
Job Independent Wealth Advisor at Raymond James in Scottsdale & East Valley specializing in Aerospace & Medical industries
Industry Investment Management
Experience
Raymond James Financial Services, Inc., Member FINRA/SIPC November 2012 - Present
Wells Fargo Advisors September 2008 - November 2012
JPMorgan Chase May 2005 - September 2008
Morgan Stanley Wealth Management June 2004 - April 2005
Air Products and Chemicals May 2001 - May 2004
United States Air Force July 1996 - July 2000
Skills
Series 65, Series 7, Investment Banking, Private Equity, Strategic Financial..., Wealth Management, Investments, Portfolio Management, Tactical Asset..., Retirement, Estate Planning, Exchange Traded Funds, Bonds, Mutual Funds, 3rd Party Money Managers, 403 b, 401k, Fixed Annuities, Indexed Annuities, Variable Annuities, Life & Health Insurance..., Series 63, series 31, Military, Military Experience, Aerospace, Arizona Relocation, Aerospace Engineering, Non-profit Volunteer, Non-profit Leadership, Investment Management
Education
Arizona State University 2001 — 2004
Bachelor of Science (B.S.), Global Business Management
Raymond James Financial Services, Inc., Member FINRA/SIPC November 2012 - Present
Wells Fargo Advisors September 2008 - November 2012
JPMorgan Chase May 2005 - September 2008
Morgan Stanley Wealth Management June 2004 - April 2005
Air Products and Chemicals May 2001 - May 2004
United States Air Force July 1996 - July 2000
Skills
Series 65, Series 7, Investment Banking, Private Equity, Strategic Financial..., Wealth Management, Investments, Portfolio Management, Tactical Asset..., Retirement, Estate Planning, Exchange Traded Funds, Bonds, Mutual Funds, 3rd Party Money Managers, 403 b, 401k, Fixed Annuities, Indexed Annuities, Variable Annuities, Life & Health Insurance..., Series 63, series 31, Military, Military Experience, Aerospace, Arizona Relocation, Aerospace Engineering, Non-profit Volunteer, Non-profit Leadership, Investment Management
Education
Arizona State University 2001 — 2004
Bachelor of Science (B.S.), Global Business Management
George Esplin George Esplin's Morgan Stanley Wealth Management Experience April 1990 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 1990 - Present
Skills
Social Media, Customer Relations, Public Speaking, Customer Service, Marketing Strategy, Social Media Marketing, Nonprofits, Financial Analysis, Leadership, Strategic Planning, Retail, Budgets, Marketing, Small Business, Event Planning, Sales, Entrepreneurship, Management, Fundraising
Education
Oakton Community College 2011 — 2011
Social Media Course
American Public University 2009 — 2010
Master of Science (MS), Sports Management, 4.0
American Public University System 2009 — 2010
MS, Sport Management
Northwestern University 1973 — 1973
North Park University 1966 — 1972
BA, Economics and Teaching Certification 6-12
University of Wisconsin-Whitewater 1965 — 1966
Deerfield High School 1961 — 1965
yes
Morgan Stanley Wealth Management April 1990 - Present
Skills
Social Media, Customer Relations, Public Speaking, Customer Service, Marketing Strategy, Social Media Marketing, Nonprofits, Financial Analysis, Leadership, Strategic Planning, Retail, Budgets, Marketing, Small Business, Event Planning, Sales, Entrepreneurship, Management, Fundraising
Education
Oakton Community College 2011 — 2011
Social Media Course
American Public University 2009 — 2010
Master of Science (MS), Sports Management, 4.0
American Public University System 2009 — 2010
MS, Sport Management
Northwestern University 1973 — 1973
North Park University 1966 — 1972
BA, Economics and Teaching Certification 6-12
University of Wisconsin-Whitewater 1965 — 1966
Deerfield High School 1961 — 1965
yes
Corey May Corey May's Morgan Stanley Wealth Management Experience November 2009 - Present
Job Vice President Financial Advisor at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2009 - Present
UBS Wealth Management 2004 - 2009
Skills
Series 7, Wealth Management, Uniform Combined State..., Retirement Planning, Asset Allocation, Investment Advisory, Mutual Funds, 401k Rollovers, Investment Strategies, Investments, Alternative Investments, Wealth Management..., Financial Advisory, 401k, Asset Management, Equities, Portfolio Management, Securities
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2010 — 2011
Certified Portfolio Manager
American Intercontinental University 2001 — 2003
MBA
University of Georgia - Terry College of Business 1996 — 2001
Economics
Morgan Stanley Wealth Management November 2009 - Present
UBS Wealth Management 2004 - 2009
Skills
Series 7, Wealth Management, Uniform Combined State..., Retirement Planning, Asset Allocation, Investment Advisory, Mutual Funds, 401k Rollovers, Investment Strategies, Investments, Alternative Investments, Wealth Management..., Financial Advisory, 401k, Asset Management, Equities, Portfolio Management, Securities
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2010 — 2011
Certified Portfolio Manager
American Intercontinental University 2001 — 2003
MBA
University of Georgia - Terry College of Business 1996 — 2001
Economics
Garner Mabry Garner Mabry's Morgan Stanley Wealth Management Experience 2005 - 2009
Job Managing Partner at Schwartz Mabry Private Wealth Advisory, LLC
Industry Financial Services
Experience
Schwartz Mabry Private Wealth Advisory, LLC 2009 - Present
Wells Fargo Advisors 2009 - Present
Morgan Stanley Wealth Management 2005 - 2009
Merrill Lynch 1999 - 2005
Skills
Investment planning, Financial Advice, Management, Wealth Management, Retirement Planning, Asset Management, Investment Strategies
Education
Arizona State University 1992 — 1997
Bachelor of Arts (BA), Sport Psychology
Schwartz Mabry Private Wealth Advisory, LLC 2009 - Present
Wells Fargo Advisors 2009 - Present
Morgan Stanley Wealth Management 2005 - 2009
Merrill Lynch 1999 - 2005
Skills
Investment planning, Financial Advice, Management, Wealth Management, Retirement Planning, Asset Management, Investment Strategies
Education
Arizona State University 1992 — 1997
Bachelor of Arts (BA), Sport Psychology
Jeffrey Brecht Jeffrey Brecht's Morgan Stanley Wealth Management Experience August 2013 - December 2014
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch February 2015 - Present
Morgan Stanley Wealth Management August 2013 - December 2014
Vanguard June 2012 - March 2013
Apple September 2010 - December 2011
Arizona State University August 2009 - September 2010
Apple Retail June 2007 - August 2008
Skills
Leadership, Investments, Portfolio Management, Equity Research, Options Strategies, Fixed Income Analysis, Mutual Funds, Financial Analysis, Trading, Sales, Customer Service, Teamwork, Training, Business Development, Microsoft Office, OS X, PowerPoint, Microsoft Excel, Microsoft Word, Financial Modeling, Analysis, Equity Trading, Fixed Income, Options, Suitability, Excel, Data Analysis, Outlook, Social Media, Windows
Education
Arizona State University - W. P. Carey School of Business 2006 — 2012
Bachelor of Science (B.S.), Finance, Economics, International Business
The University of South Dakota 2008 — 2009
Finance
Desert Vista High School 2002 — 2006
Merrill Lynch February 2015 - Present
Morgan Stanley Wealth Management August 2013 - December 2014
Vanguard June 2012 - March 2013
Apple September 2010 - December 2011
Arizona State University August 2009 - September 2010
Apple Retail June 2007 - August 2008
Skills
Leadership, Investments, Portfolio Management, Equity Research, Options Strategies, Fixed Income Analysis, Mutual Funds, Financial Analysis, Trading, Sales, Customer Service, Teamwork, Training, Business Development, Microsoft Office, OS X, PowerPoint, Microsoft Excel, Microsoft Word, Financial Modeling, Analysis, Equity Trading, Fixed Income, Options, Suitability, Excel, Data Analysis, Outlook, Social Media, Windows
Education
Arizona State University - W. P. Carey School of Business 2006 — 2012
Bachelor of Science (B.S.), Finance, Economics, International Business
The University of South Dakota 2008 — 2009
Finance
Desert Vista High School 2002 — 2006
Monica Arrieta's Morgan Stanley Wealth Management Experience March 2014 - March 2015
Job Client Relationship Associate
Industry Investment Management
Experience
Capital Group Private Client Services March 2015 - Present
Morgan Stanley Wealth Management March 2014 - March 2015
American Funds 2012 - 2013
American Funds 2010 - 2012
American Funds 2008 - 2010
American Funds 2007 - 2008
American Funds 2006 - 2007
Starbucks 2004 - 2006
Starbucks 2002 - 2004
Skills
Customer Satisfaction, Leadership, Time Management, Customer Service, Customer Experience, Team Management, Financial Services, Coaching, Associate Development, Analysis, Organization, Building Relationships, Project Management, Customer Experience..., Microsoft Office, Call Monitoring, Superior Client Service, financial, Training, Management, Mutual Funds, HTML 5, CSS, Illustrator, Photoshop, After Effects, Logic Pro, Coding Experience, Web Design, User Experience, Typography, Digital Photography, Cross-functional Team..., Call Centers, Client Services, Finance, Process Improvement, Relationship Building
Education
University of Phoenix 2006 — 2007
BS, Business Management
Academy of Art University 2009 — 2010
Web Design and New Media
University of Arizona 2001 — 2003
Business Administration and Management, General
Capital Group Private Client Services March 2015 - Present
Morgan Stanley Wealth Management March 2014 - March 2015
American Funds 2012 - 2013
American Funds 2010 - 2012
American Funds 2008 - 2010
American Funds 2007 - 2008
American Funds 2006 - 2007
Starbucks 2004 - 2006
Starbucks 2002 - 2004
Skills
Customer Satisfaction, Leadership, Time Management, Customer Service, Customer Experience, Team Management, Financial Services, Coaching, Associate Development, Analysis, Organization, Building Relationships, Project Management, Customer Experience..., Microsoft Office, Call Monitoring, Superior Client Service, financial, Training, Management, Mutual Funds, HTML 5, CSS, Illustrator, Photoshop, After Effects, Logic Pro, Coding Experience, Web Design, User Experience, Typography, Digital Photography, Cross-functional Team..., Call Centers, Client Services, Finance, Process Improvement, Relationship Building
Education
University of Phoenix 2006 — 2007
BS, Business Management
Academy of Art University 2009 — 2010
Web Design and New Media
University of Arizona 2001 — 2003
Business Administration and Management, General
Adam Diton's Morgan Stanley Wealth Management Experience June 2015 - August 2015
Job Student at American University
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2015 - August 2015
Skills
Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Research, Training, Financial Analysis, Mutual Funds, Social Networking, Financial Modeling, Marketing
Education
American University 2012 — 2016
Morgan Stanley Wealth Management June 2015 - August 2015
Skills
Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Research, Training, Financial Analysis, Mutual Funds, Social Networking, Financial Modeling, Marketing
Education
American University 2012 — 2016
Charles Mackay's Morgan Stanley Wealth Management Experience June 2013 - August 2013
Job Client Associate at Marine Street Financial
Industry Financial Services
Experience
Marine Street Financial - Wells Fargo Advisors, LLC, MEMBER SIPC November 2013 - Present
Morgan Stanley Wealth Management June 2013 - August 2013
Pierce Education Properties January 2013 - June 2013
Opulen Capital January 2012 - June 2012
Education
University of San Diego 2010 — 2014
Bachelor of Business Administration, Finance, 3.74
Auckland University of Technology 2012 — 2013
Certificate Candidate, International Business, 3.65
Marine Street Financial - Wells Fargo Advisors, LLC, MEMBER SIPC November 2013 - Present
Morgan Stanley Wealth Management June 2013 - August 2013
Pierce Education Properties January 2013 - June 2013
Opulen Capital January 2012 - June 2012
Education
University of San Diego 2010 — 2014
Bachelor of Business Administration, Finance, 3.74
Auckland University of Technology 2012 — 2013
Certificate Candidate, International Business, 3.65
Paul Servidio Paul Servidio's Morgan Stanley Wealth Management Experience January 2009 - Present
Job Executive Director, Fixed Income Sales
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2009 - Present
Morgan Stanley Wealth Management December 2005 - January 2009
Morgan Stanley Wealth Management June 2005 - December 2005
Morgan Stanley May 2004 - June 2005
Skills
Series 7, Series 63, Alternative Investments, Wealth Management, Structured Products, Series 65, Capital Markets, Fixed Income, Equities, Asset Allocation, Investment Strategies, ETFs, Wealth Management..., High Net Worth..., High Yield, Bonds
Education
American University 2002 — 2004
Bachelor of Arts, Economics
Morgan Stanley Wealth Management January 2009 - Present
Morgan Stanley Wealth Management December 2005 - January 2009
Morgan Stanley Wealth Management June 2005 - December 2005
Morgan Stanley May 2004 - June 2005
Skills
Series 7, Series 63, Alternative Investments, Wealth Management, Structured Products, Series 65, Capital Markets, Fixed Income, Equities, Asset Allocation, Investment Strategies, ETFs, Wealth Management..., High Net Worth..., High Yield, Bonds
Education
American University 2002 — 2004
Bachelor of Arts, Economics
Caroline Stuart's Morgan Stanley Wealth Management Experience January 2012 - May 2012
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
J.P. Morgan June 2012 - August 2012
Morgan Stanley Wealth Management January 2012 - May 2012
Fogel Neale Partners LLC January 2012 - January 2012
U.S. House of Representatives January 2010 - May 2010
Education
The George Washington University 2010 — 2013
Bachelor's degree, Finance, General
American University 2009 — 2010
J.P. Morgan July 2013 - Present
J.P. Morgan June 2012 - August 2012
Morgan Stanley Wealth Management January 2012 - May 2012
Fogel Neale Partners LLC January 2012 - January 2012
U.S. House of Representatives January 2010 - May 2010
Education
The George Washington University 2010 — 2013
Bachelor's degree, Finance, General
American University 2009 — 2010
Dillon McConvey Dillon McConvey's Morgan Stanley Wealth Management Experience July 2013 - July 2013
Job Judicial Intern for the Honorable Judge James R. Schrand at KY 54th Judicial Circuit Court
Industry Law Practice
Experience
KY 54th Judicial Circuit Court May 2015 - Present
Kentucky Speedway May 2014 - July 2014
eCoach Sports June 2013 - August 2013
Morgan Stanley Wealth Management July 2013 - July 2013
Red Bull New York May 2012 - August 2012
Supercuts Soccerfest January 2012 - April 2012
Springfield Armor Basketball September 2011 - December 2011
Florence Freedom May 2011 - August 2011
King's Stables May 2006 - August 2010
NKYSA (Northern Kentucky Youth Soccer Association) September 2005 - May 2010
Skills
Sponsorship, Sales, Customer Service, Marketing, Ticket Sales, Event Management, Sports, Social Networking, Facebook, Event Planning, Sports Marketing, Sports Management, Time Management, Social Media, Social Media Marketing, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Teamwork, Management, Leadership
Education
The George Washington University Law School 2014 — 2017
Isenberg School of Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Sport Management and Finance, 3.8, Magna Cum Laude
Isenberg School of Management, UMass Amherst 2010 — 2014
University of Manchester - Manchester Business School 2013 — 2013
Semester Student Exchange, Business Administration and Management, General
Larry A. Ryle High School Commonwealth 2006 — 2010
KY 54th Judicial Circuit Court May 2015 - Present
Kentucky Speedway May 2014 - July 2014
eCoach Sports June 2013 - August 2013
Morgan Stanley Wealth Management July 2013 - July 2013
Red Bull New York May 2012 - August 2012
Supercuts Soccerfest January 2012 - April 2012
Springfield Armor Basketball September 2011 - December 2011
Florence Freedom May 2011 - August 2011
King's Stables May 2006 - August 2010
NKYSA (Northern Kentucky Youth Soccer Association) September 2005 - May 2010
Skills
Sponsorship, Sales, Customer Service, Marketing, Ticket Sales, Event Management, Sports, Social Networking, Facebook, Event Planning, Sports Marketing, Sports Management, Time Management, Social Media, Social Media Marketing, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Teamwork, Management, Leadership
Education
The George Washington University Law School 2014 — 2017
Isenberg School of Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Sport Management and Finance, 3.8, Magna Cum Laude
Isenberg School of Management, UMass Amherst 2010 — 2014
University of Manchester - Manchester Business School 2013 — 2013
Semester Student Exchange, Business Administration and Management, General
Larry A. Ryle High School Commonwealth 2006 — 2010
Emily Ellis Emily Ellis's Morgan Stanley Wealth Management Experience June 2012 - December 2013
Job COO at the Ellis house
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2012 - December 2013
Morgan Stanley Wealth Management August 2006 - June 2012
Beacon Verification Services May 2005 - August 2005
Education
Appalachian State University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Economics, Dance
Girls Preparatory School 1996 — 2002
Morgan Stanley Wealth Management June 2012 - December 2013
Morgan Stanley Wealth Management August 2006 - June 2012
Beacon Verification Services May 2005 - August 2005
Education
Appalachian State University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Economics, Dance
Girls Preparatory School 1996 — 2002
Nicole Upshur's Morgan Stanley Wealth Management Experience April 2013 - Present
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2013 - Present
Serco April 2010 - November 2010
E*TRADE Financial April 2006 - April 2010
AIG January 2005 - January 2006
Skills
Options, Settlement, Money Market, Payments, Securities, Corporate Actions, Bonds, Dividends, Prime Brokerage, Communication, Organization, Administrative..., Microsoft Office, Microsoft Excel, Microsoft Word, ADP E-Time, Government, Human Resources, Army, Appointment Scheduling, Training, Account Reconciliation, Financial Services, Cash Management, Business, Data Entry, Accounting, Credit
Education
Heritage Institute-Manassas 2001 — 2003
License, Cosmetology/Cosmetologist, General
C. D. Hylton High School 1997 — 2001
HS Diploma, Academic
Morgan Stanley Wealth Management April 2013 - Present
Serco April 2010 - November 2010
E*TRADE Financial April 2006 - April 2010
AIG January 2005 - January 2006
Skills
Options, Settlement, Money Market, Payments, Securities, Corporate Actions, Bonds, Dividends, Prime Brokerage, Communication, Organization, Administrative..., Microsoft Office, Microsoft Excel, Microsoft Word, ADP E-Time, Government, Human Resources, Army, Appointment Scheduling, Training, Account Reconciliation, Financial Services, Cash Management, Business, Data Entry, Accounting, Credit
Education
Heritage Institute-Manassas 2001 — 2003
License, Cosmetology/Cosmetologist, General
C. D. Hylton High School 1997 — 2001
HS Diploma, Academic
Polina Polyanskaya Polina Polyanskaya's Morgan Stanley Wealth Management Experience January 2013 - July 2015
Job Associate
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Morgan Stanley Wealth Management January 2013 - July 2015
Premier Financial Advisors- Wealth Management October 2010 - September 2011
Skills
Microsoft Office, Russian, Spanish, Time Management, Multilingual, Multitasker, Vlookup, MS Excel Pivot Tables
Education
New York University, Stern School of Business 2008 — 2011
Bachelor's of Science, Finance, General
University of New South Wales 2009 — 2009
Bachelor of Science (B.S.), Finance
American University - Kogod School of Business 2007 — 2008
Bachelor of Science, Business Administration, 3.58
Morgan Stanley July 2015 - Present
Morgan Stanley Wealth Management January 2013 - July 2015
Premier Financial Advisors- Wealth Management October 2010 - September 2011
Skills
Microsoft Office, Russian, Spanish, Time Management, Multilingual, Multitasker, Vlookup, MS Excel Pivot Tables
Education
New York University, Stern School of Business 2008 — 2011
Bachelor's of Science, Finance, General
University of New South Wales 2009 — 2009
Bachelor of Science (B.S.), Finance
American University - Kogod School of Business 2007 — 2008
Bachelor of Science, Business Administration, 3.58
Frank Nicosia Frank Nicosia's Morgan Stanley Wealth Management Experience October 2013 - July 2014
Job Senior Compliance Officer at National Bank of Canada
Industry Financial Services
Experience
National Bank of Canada July 2014 - Present
Morgan Stanley Wealth Management October 2013 - July 2014
Santander International Securities, Inc. March 2006 - October 2013
Royal Alliance Associates Inc. August 2005 - March 2006
Domestic Securities 2001 - 2003
Hold Brothers, Inc. November 1998 - March 2001
TD Waterhouse, Inc. 1996 - 1998
Skills
Series 7, 24, 55, & 63, Securities, Equities, Trading, Mutual Funds, Options, Management, FINRA, Auditing, Policy, Business Development, Internal Controls, Security, Asset Allocation, Series 24
Education
Adelphi University 2003 — 2006
BA, Sociology
National Bank of Canada July 2014 - Present
Morgan Stanley Wealth Management October 2013 - July 2014
Santander International Securities, Inc. March 2006 - October 2013
Royal Alliance Associates Inc. August 2005 - March 2006
Domestic Securities 2001 - 2003
Hold Brothers, Inc. November 1998 - March 2001
TD Waterhouse, Inc. 1996 - 1998
Skills
Series 7, 24, 55, & 63, Securities, Equities, Trading, Mutual Funds, Options, Management, FINRA, Auditing, Policy, Business Development, Internal Controls, Security, Asset Allocation, Series 24
Education
Adelphi University 2003 — 2006
BA, Sociology
Prabhjot Saini Prabhjot Saini's Morgan Stanley Wealth Management Experience October 2013 - April 2015
Job Senior Software Engineer at Bloomberg
Industry Information Technology and Services
Experience
Bloomberg LP April 2015 - Present
Genpact Headstrong Capital Markets October 2013 - April 2015
Morgan Stanley Wealth Management October 2013 - April 2015
Indus Valley Partners July 2013 - October 2013
Dell April 2010 - May 2013
Talisma May 2006 - April 2010
Quark February 2004 - May 2006
Skills
Software Engineering, WCF, Agile Methodologies, Software Design, Web Services, .NET, Software Project..., Design Patterns, CRM, XML, Microsoft SQL Server, C#, SOA, REST, User Experience, AngularJS, JavaScript, MVC
Education
Amity Business School 2001 — 2004
Master of Computer Applications (M.C.A.), Computer Software Engineering
Bloomberg LP April 2015 - Present
Genpact Headstrong Capital Markets October 2013 - April 2015
Morgan Stanley Wealth Management October 2013 - April 2015
Indus Valley Partners July 2013 - October 2013
Dell April 2010 - May 2013
Talisma May 2006 - April 2010
Quark February 2004 - May 2006
Skills
Software Engineering, WCF, Agile Methodologies, Software Design, Web Services, .NET, Software Project..., Design Patterns, CRM, XML, Microsoft SQL Server, C#, SOA, REST, User Experience, AngularJS, JavaScript, MVC
Education
Amity Business School 2001 — 2004
Master of Computer Applications (M.C.A.), Computer Software Engineering
Joseph Selwin Joseph Kulandaisamy Joseph Selwin Joseph Kulandaisamy's Morgan Stanley Wealth Management Experience February 2012 - Present
Job Technology Lead at Infosys
Industry Information Technology and Services
Experience
Morgan Stanley Wealth Management February 2012 - Present
Infosys July 2007 - Present
Citi January 2008 - January 2012
Skills
Dialogue, Streamweaver, COBOL, Mainframe, CICS, JCL, DB2, Fileaid, Software Development, IBM Mainframe, VSAM, SDLC, Requirements Analysis, Software Project..., Production Support, TSO, Business Analysis, MVS, z/OS, Requirements Gathering, Unix Shell Scripting, Java Enterprise Edition, Data Warehousing
Education
Anna University 2008 — 2010
MBA, General Management
Anna University 2003 — 2007
BE, Electrical & Electronics Engineering
Morgan Stanley Wealth Management February 2012 - Present
Infosys July 2007 - Present
Citi January 2008 - January 2012
Skills
Dialogue, Streamweaver, COBOL, Mainframe, CICS, JCL, DB2, Fileaid, Software Development, IBM Mainframe, VSAM, SDLC, Requirements Analysis, Software Project..., Production Support, TSO, Business Analysis, MVS, z/OS, Requirements Gathering, Unix Shell Scripting, Java Enterprise Edition, Data Warehousing
Education
Anna University 2008 — 2010
MBA, General Management
Anna University 2003 — 2007
BE, Electrical & Electronics Engineering
Fabrice Dufour Fabrice Dufour's Morgan Stanley Wealth Management Experience December 2012 - Present
Job Premier Service Center / National Branch Operations
Industry Computer Software
Experience
Morgan Stanley Wealth Management December 2012 - Present
Dufour Appraisals March 2012 - November 2012
Morgan Stanley September 2011 - July 2012
Concentrix August 2011 - June 2012
O.S. Driver October 2007 - September 2011
Cornish Manor Restaurant June 2004 - June 2005
Skills
Coaching, Sales, Customer Satisfaction, Training, Customer Service, Quality Control, Real Estate, Sales Operations, New Business Development, Management, Negotiation, Business Development, Employee Training, Leadership, Marketing, Program Management, Sales Process, Salesforce.com, Team Building
Education
Allied American University 2012 — 2012
Real Estate Appraising
Fairmont State University 1998 — 2000
Food Service Business Management, Food Service
Southern Garrett High School 1992 — 1995
Morgan Stanley Wealth Management December 2012 - Present
Dufour Appraisals March 2012 - November 2012
Morgan Stanley September 2011 - July 2012
Concentrix August 2011 - June 2012
O.S. Driver October 2007 - September 2011
Cornish Manor Restaurant June 2004 - June 2005
Skills
Coaching, Sales, Customer Satisfaction, Training, Customer Service, Quality Control, Real Estate, Sales Operations, New Business Development, Management, Negotiation, Business Development, Employee Training, Leadership, Marketing, Program Management, Sales Process, Salesforce.com, Team Building
Education
Allied American University 2012 — 2012
Real Estate Appraising
Fairmont State University 1998 — 2000
Food Service Business Management, Food Service
Southern Garrett High School 1992 — 1995
Chad R Johnson Chad R Johnson's Morgan Stanley Wealth Management Experience September 2012 - March 2015
Job REGISTERED CLIENT SERVICE ASSOCIATE MORGAN STANLEY
Industry Investment Management
Experience
Morgan Stanley Investment Management March 2015 - Present
Morgan Stanley Wealth Management September 2012 - March 2015
Xerox November 2011 - October 2012
U.S. Army February 2000 - August 2007
Antelope Valley College January 1998 - January 2000
Skills
QuickBooks, Bookkeeping, Access, Accounting, Accounts Receivable, Financial Planning, Financial Advisory, Financial Management, Financial Control, Account Reconciliation, Cost Accounting, Financial Accounting, Microsoft Office, Account Management, Excel, Supervisory Skills, Accounts Payable, Microsoft Excel, Leadership, Data Analysis, Customer Service, Management, Finance, Financial Analysis
Education
University of Phoenix 2011 — 2012
M.S.A., Accounting
University of Phoenix 2009 — 2011
B.S, Business/Accounting 2011
Antelope Valley College 1998 — 2009
A.S, Business/Accounting2009
Quartz Hill High School 1994 — 1998
Diploma, General Studies
Morgan Stanley Investment Management March 2015 - Present
Morgan Stanley Wealth Management September 2012 - March 2015
Xerox November 2011 - October 2012
U.S. Army February 2000 - August 2007
Antelope Valley College January 1998 - January 2000
Skills
QuickBooks, Bookkeeping, Access, Accounting, Accounts Receivable, Financial Planning, Financial Advisory, Financial Management, Financial Control, Account Reconciliation, Cost Accounting, Financial Accounting, Microsoft Office, Account Management, Excel, Supervisory Skills, Accounts Payable, Microsoft Excel, Leadership, Data Analysis, Customer Service, Management, Finance, Financial Analysis
Education
University of Phoenix 2011 — 2012
M.S.A., Accounting
University of Phoenix 2009 — 2011
B.S, Business/Accounting 2011
Antelope Valley College 1998 — 2009
A.S, Business/Accounting2009
Quartz Hill High School 1994 — 1998
Diploma, General Studies
Jamie S McKenna's Morgan Stanley Wealth Management Experience April 2013 - September 2014
Job National Business Development Officer at Park Avenue Securities
Industry Financial Services
Experience
Park Avenue Securities August 2014 - Present
Morgan Stanley Wealth Management April 2013 - September 2014
Dynamic Perspectives, Inc. 2009 - 2013
UBS Financial Services January 2007 - January 2009
Sundance Partners, Inc 2000 - 2007
Smith Barney 1994 - 1999
Morgan Stanley 1992 - 1993
Skills
Kolbe Certified, NLP Certified, Coaching, Leadership, Team Management, Sales, Financial Advisory, Team, Executive Coaching, Leadership Development, Organizational..., Management Consulting, Change Management, Team Building, Strategic Partnerships, Business Development, Management, Business Planning, Performance Improvement, Strategy, Mergers & Acquisitions, Training, Executive Management, Financial Services, Recruiting, Talent Acquisition
Education
Arizona State University
Bachelor of Science (BS), Organizational Communications & Business Management
International Coach Academy; Certified Professional Coach 2010 — 2012
Park Avenue Securities August 2014 - Present
Morgan Stanley Wealth Management April 2013 - September 2014
Dynamic Perspectives, Inc. 2009 - 2013
UBS Financial Services January 2007 - January 2009
Sundance Partners, Inc 2000 - 2007
Smith Barney 1994 - 1999
Morgan Stanley 1992 - 1993
Skills
Kolbe Certified, NLP Certified, Coaching, Leadership, Team Management, Sales, Financial Advisory, Team, Executive Coaching, Leadership Development, Organizational..., Management Consulting, Change Management, Team Building, Strategic Partnerships, Business Development, Management, Business Planning, Performance Improvement, Strategy, Mergers & Acquisitions, Training, Executive Management, Financial Services, Recruiting, Talent Acquisition
Education
Arizona State University
Bachelor of Science (BS), Organizational Communications & Business Management
International Coach Academy; Certified Professional Coach 2010 — 2012
Regina Nicholson Regina Nicholson's Morgan Stanley Wealth Management Experience July 2011 - January 2012
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2014 - Present
Transamerica Financial Advisors, Inc. December 2012 - April 2014
Morgan Stanley Wealth Management July 2011 - January 2012
Morgan Stanley Wealth Management February 2009 - July 2011
Morgan Stanley Wealth Management January 2007 - February 2009
Digital Federal Credit Union March 2004 - February 2006
Skills
Customer Service, Banking, Typing, Microsoft Office, Microsoft Word, Microsoft Excel, Multi Tasking, Customer Satisfaction, Customer Experience, Outlook, Software Documentation, Training, PowerPoint, Access, Teamwork, Data Entry, Leadership, Process Improvement, Time Management, Call Centers, Troubleshooting
Education
American InterContinental University 2003 — 2004
Fashion/Apparel Design
Whitmer High School 1998 — 2002
Diploma, General Studies
Morgan Stanley April 2014 - Present
Transamerica Financial Advisors, Inc. December 2012 - April 2014
Morgan Stanley Wealth Management July 2011 - January 2012
Morgan Stanley Wealth Management February 2009 - July 2011
Morgan Stanley Wealth Management January 2007 - February 2009
Digital Federal Credit Union March 2004 - February 2006
Skills
Customer Service, Banking, Typing, Microsoft Office, Microsoft Word, Microsoft Excel, Multi Tasking, Customer Satisfaction, Customer Experience, Outlook, Software Documentation, Training, PowerPoint, Access, Teamwork, Data Entry, Leadership, Process Improvement, Time Management, Call Centers, Troubleshooting
Education
American InterContinental University 2003 — 2004
Fashion/Apparel Design
Whitmer High School 1998 — 2002
Diploma, General Studies
Stanley Cheng's Morgan Stanley Wealth Management Experience June 2012 - August 2012
Job Corporate Banking Analyst at RBS Citizens
Industry Banking
Experience
RBS Citizens June 2014 - Present
Comcast May 2013 - August 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Morgan Stanley Smith Barney May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Bloomberg, Capital IQ, Financial Analysis, Financial Modeling, Bloomberg Terminal
Education
Babson College 2010 — 2014
Bachelor of Science in Business Management, Finance
RBS Citizens June 2014 - Present
Comcast May 2013 - August 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Morgan Stanley Smith Barney May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Bloomberg, Capital IQ, Financial Analysis, Financial Modeling, Bloomberg Terminal
Education
Babson College 2010 — 2014
Bachelor of Science in Business Management, Finance
Christopher Wallak Christopher Wallak's Morgan Stanley Wealth Management Experience October 2013 - May 2014
Job Credit & Portfolio Analyst
Industry Financial Services
Experience
Citi August 2014 - Present
Citi June 2014 - August 2014
Morgan Stanley Wealth Management October 2013 - May 2014
Hugo Boss May 2011 - October 2013
MassMutual Financial Group January 2013 - August 2013
Budwey's Supermarket April 2008 - January 2013
Skills
Highly personable, Financial Analysis, Customer Service, Finance, Auditing, Accounting, Microsoft Office, Microsoft Word, PowerPoint, Financial Services, Investments, Strategic Financial..., Retail Sales, Personal Financial..., Strategic Planning, Corporate Finance, Market Research, Capital IQ, Morningstar, ThomsonOne, Analysis
Education
Niagara University Graduate School 2014 — 2015
Master of Science (M.S.), Banking, Corporate, Finance, and Securities Law
Niagara University 2010 — 2014
Bachelor of Science in Finance, Finance and Accounting
North Tonawanda High School 2006 — 2010
Advanced Regents Diploma
Citi August 2014 - Present
Citi June 2014 - August 2014
Morgan Stanley Wealth Management October 2013 - May 2014
Hugo Boss May 2011 - October 2013
MassMutual Financial Group January 2013 - August 2013
Budwey's Supermarket April 2008 - January 2013
Skills
Highly personable, Financial Analysis, Customer Service, Finance, Auditing, Accounting, Microsoft Office, Microsoft Word, PowerPoint, Financial Services, Investments, Strategic Financial..., Retail Sales, Personal Financial..., Strategic Planning, Corporate Finance, Market Research, Capital IQ, Morningstar, ThomsonOne, Analysis
Education
Niagara University Graduate School 2014 — 2015
Master of Science (M.S.), Banking, Corporate, Finance, and Securities Law
Niagara University 2010 — 2014
Bachelor of Science in Finance, Finance and Accounting
North Tonawanda High School 2006 — 2010
Advanced Regents Diploma
Polly Parras Polly Parras's Morgan Stanley Wealth Management Experience December 2000 - December 2005
Job Operations Manager at White & Day Mortuaries
Industry Individual & Family Services
Experience
White & Day Mortuaries December 2005 - Present
Morgan Stanley Wealth Management December 2000 - December 2005
St. Francis Episcopal Church June 2000 - December 2005
Vince's Spaghetti Restaurant 1990 - 2002
Cal Poly State University 1983 - 1989
Skills
Operations Management, Strategic Planning, Customer Service
Education
California Polytechnic State University-San Luis Obispo 1981 — 1983
Bachelor of Arts (B.A.), English, Secondary Education Credential Program
Bakersfield College 1979 — 1981
Associate of Arts (A.A.), English, French
White & Day Mortuaries December 2005 - Present
Morgan Stanley Wealth Management December 2000 - December 2005
St. Francis Episcopal Church June 2000 - December 2005
Vince's Spaghetti Restaurant 1990 - 2002
Cal Poly State University 1983 - 1989
Skills
Operations Management, Strategic Planning, Customer Service
Education
California Polytechnic State University-San Luis Obispo 1981 — 1983
Bachelor of Arts (B.A.), English, Secondary Education Credential Program
Bakersfield College 1979 — 1981
Associate of Arts (A.A.), English, French
Ashifa K Ashifa K's Morgan Stanley Wealth Management Experience December 2012 - April 2014
Job AVP Business Analysis at JPMorgan Chase & Co.
Industry Information Technology and Services
Experience
JPMorgan Chase April 2014 - September 2015
Morgan Stanley Wealth Management December 2012 - April 2014
Prudential Financial 2010 - 2012
HSBC January 2009 - December 2009
Deloitte 2007 - 2008
Aims infotech. 2004 - 2007
Skills
SQL, Business Analysis, SAP FICO, Business Process, Requirements Analysis, Requirements Management, Agile Methodologies, RUP Methodologies, SDLC, Data Analysis, PL/SQL, ASAP, Agile Application..., Data Modeling, Financial Services, Trading Systems, Software Documentation, Testing, Quality Assurance, Business Requirements, Analysis, Solution Architecture, Process Improvement, ETL, Waterfall, Project Management
Education
Andhra University
Master of Business Administration (MBA), Finance and IT
JPMorgan Chase April 2014 - September 2015
Morgan Stanley Wealth Management December 2012 - April 2014
Prudential Financial 2010 - 2012
HSBC January 2009 - December 2009
Deloitte 2007 - 2008
Aims infotech. 2004 - 2007
Skills
SQL, Business Analysis, SAP FICO, Business Process, Requirements Analysis, Requirements Management, Agile Methodologies, RUP Methodologies, SDLC, Data Analysis, PL/SQL, ASAP, Agile Application..., Data Modeling, Financial Services, Trading Systems, Software Documentation, Testing, Quality Assurance, Business Requirements, Analysis, Solution Architecture, Process Improvement, ETL, Waterfall, Project Management
Education
Andhra University
Master of Business Administration (MBA), Finance and IT
Corey Rubin Corey Rubin's Morgan Stanley Wealth Management Experience June 2013 - August 2013
Job Analyst at CIT
Industry Financial Services
Experience
CIT July 2014 - Present
Morgan Stanley Wealth Management June 2013 - August 2013
Sterling National Bank May 2012 - August 2012
Marlboro Aquatic Center June 2008 - August 2011
Skills
Bloomberg, Microsoft Word, Microsoft Excel, Finance, Leadership, PowerPoint, Time Management, Research, Financial Analysis, Teamwork, Financial Modeling, Financial Risk
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2014
Bachelor's of Science, Finance
Anglo-American University, Prague 2013 — 2013
Colts Neck High School 2006 — 2010
High School Diploma, Finance, General
CIT July 2014 - Present
Morgan Stanley Wealth Management June 2013 - August 2013
Sterling National Bank May 2012 - August 2012
Marlboro Aquatic Center June 2008 - August 2011
Skills
Bloomberg, Microsoft Word, Microsoft Excel, Finance, Leadership, PowerPoint, Time Management, Research, Financial Analysis, Teamwork, Financial Modeling, Financial Risk
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2014
Bachelor's of Science, Finance
Anglo-American University, Prague 2013 — 2013
Colts Neck High School 2006 — 2010
High School Diploma, Finance, General
Mike Davies Mike Davies's Morgan Stanley Wealth Management Experience July 2013 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2013 - Present
Morgan Stanley Wealth Management January 2012 - Present
Morgan Stanley Smith Barney January 2011 - December 2011
Morgan Stanley Smith Barney June 2008 - December 2010
Morgan Stanley January 2005 - June 2008
Bank of Tokyo-Mitsubishi UFJ July 1992 - December 2004
Arthur Andersen March 1989 - June 1992
Skills
Alternative Investments, Hedge Funds, Fixed Income, Equities, Asset Managment, Structured Products, Derivatives, Capital Markets, Portfolio Management, Risk Management, Investments, Wealth Management..., Financial Risk, Operational Risk, Wealth Management, Securities, Asset Management, Trading, Emerging Markets, Financial Markets, Credit Risk, Credit, Market Risk
Education
Ashridge Business School 2000 — 2002
MBA, MBA
London Business School 1993 — 1994
Certificate, Investment Management
Institute of Chartered Accountants in England and Wales 1989 — 1992
University of Warwick 1987 — 1989
MA, Economics
University of Southampton 1984 — 1987
BSc (Social Sciences), Economics & Statistics
St Dunstan's College 1977 — 1984
Morgan Stanley Wealth Management July 2013 - Present
Morgan Stanley Wealth Management January 2012 - Present
Morgan Stanley Smith Barney January 2011 - December 2011
Morgan Stanley Smith Barney June 2008 - December 2010
Morgan Stanley January 2005 - June 2008
Bank of Tokyo-Mitsubishi UFJ July 1992 - December 2004
Arthur Andersen March 1989 - June 1992
Skills
Alternative Investments, Hedge Funds, Fixed Income, Equities, Asset Managment, Structured Products, Derivatives, Capital Markets, Portfolio Management, Risk Management, Investments, Wealth Management..., Financial Risk, Operational Risk, Wealth Management, Securities, Asset Management, Trading, Emerging Markets, Financial Markets, Credit Risk, Credit, Market Risk
Education
Ashridge Business School 2000 — 2002
MBA, MBA
London Business School 1993 — 1994
Certificate, Investment Management
Institute of Chartered Accountants in England and Wales 1989 — 1992
University of Warwick 1987 — 1989
MA, Economics
University of Southampton 1984 — 1987
BSc (Social Sciences), Economics & Statistics
St Dunstan's College 1977 — 1984
Alexander Sondak's Morgan Stanley Wealth Management Experience August 2013 - September 2013
Job Investment Banking Analyst at PL Advisors
Industry Financial Services
Experience
PL Advisors October 2013 - Present
Forgotten Children of Haiti January 1998 - December 2013
Morgan Stanley Wealth Management August 2013 - September 2013
Social Innovation Leadership Team October 2010 - May 2013
Amherst College September 2009 - May 2013
Cozen O'Connor May 2012 - August 2012
Curtis, Mallet-Prevost, Colt & Mosle LLP July 2008 - August 2008
Skills
Microsoft Office, French, Social Entrepreneurship, Sports, Community Engagement, Public Speaking, Entrepreneurship, PowerPoint, Fundraising, Microsoft Excel, Financial Modeling, Valuation, Wealth Management, Investment Banking, Corporate Finance
Education
Amherst College 2009 — 2013
Bachelor of Arts (BA), Economics, 3.50
Investment Banking Institute 2013 — 2013
PL Advisors October 2013 - Present
Forgotten Children of Haiti January 1998 - December 2013
Morgan Stanley Wealth Management August 2013 - September 2013
Social Innovation Leadership Team October 2010 - May 2013
Amherst College September 2009 - May 2013
Cozen O'Connor May 2012 - August 2012
Curtis, Mallet-Prevost, Colt & Mosle LLP July 2008 - August 2008
Skills
Microsoft Office, French, Social Entrepreneurship, Sports, Community Engagement, Public Speaking, Entrepreneurship, PowerPoint, Fundraising, Microsoft Excel, Financial Modeling, Valuation, Wealth Management, Investment Banking, Corporate Finance
Education
Amherst College 2009 — 2013
Bachelor of Arts (BA), Economics, 3.50
Investment Banking Institute 2013 — 2013
Vanessa Henley Vanessa Henley's Morgan Stanley Wealth Management Experience April 2014 - Present
Job Executive Director Sr. Diversity Officer at Morgan Stanley Wealth Management
Industry Human Resources
Experience
Morgan Stanley Wealth Management April 2014 - Present
AutoTrader.com June 2011 - June 2013
Morgan Stanley October 2003 - June 2011
Morgan Stanley October 2004 - October 2006
SunTrust Bank June 2003 - October 2004
Citigroup (formerly Citibank) January 2002 - January 2003
Citigroup (formerly Citibank) January 1996 - January 2002
Skills
Succession Planning, Performance Management, PeopleSoft, Change Management, Talent Management, Employee Relations, Personnel Management, Recruiting, Human Resources, Employee Engagement, HRIS, Management, Leadership, Talent Acquisition, Training, Interviews
Education
Auburn University at Montgomery
B.A., Marketing
Troy State University at Montgomery
M.S., Human Resources
Morgan Stanley Wealth Management April 2014 - Present
AutoTrader.com June 2011 - June 2013
Morgan Stanley October 2003 - June 2011
Morgan Stanley October 2004 - October 2006
SunTrust Bank June 2003 - October 2004
Citigroup (formerly Citibank) January 2002 - January 2003
Citigroup (formerly Citibank) January 1996 - January 2002
Skills
Succession Planning, Performance Management, PeopleSoft, Change Management, Talent Management, Employee Relations, Personnel Management, Recruiting, Human Resources, Employee Engagement, HRIS, Management, Leadership, Talent Acquisition, Training, Interviews
Education
Auburn University at Montgomery
B.A., Marketing
Troy State University at Montgomery
M.S., Human Resources
Michael D'Amelio's Morgan Stanley Wealth Management Experience February 2008 - Present
Job Senior Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2008 - Present
Bear Stearns & Co. June 2001 - February 2008
Skills
Series 7, Equities, Investments, Financial Analysis, Portfolio Management, Asset Allocation, Trading, Financial Services, Series 63, Venture Capital, Derivatives, Mutual Funds, Series 65, Wealth Management
Education
Babson College 1997 — 2001
Bachelor of Science, Finance and Economics
Boston Latin School
Morgan Stanley Wealth Management February 2008 - Present
Bear Stearns & Co. June 2001 - February 2008
Skills
Series 7, Equities, Investments, Financial Analysis, Portfolio Management, Asset Allocation, Trading, Financial Services, Series 63, Venture Capital, Derivatives, Mutual Funds, Series 65, Wealth Management
Education
Babson College 1997 — 2001
Bachelor of Science, Finance and Economics
Boston Latin School
Stephan Reid Stephan Reid's Morgan Stanley Wealth Management Experience September 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2012 - Present
JP Morgan Chase 2010 - 2011
Skills
Customer Service, Microsoft Office, Windows 7, Windows Vista, Call Center, Medical Assisting, Labor, Technical Support, Risk Analytics, Credit, Call Centers, Risk Management, Accounting, Microsoft Excel
Education
Kaplan College-Columbus 2004 — 2006
Associate of Science (A.S.), Medical/Clinical Assistant, 3.0
Morgan Stanley Wealth Management September 2012 - Present
JP Morgan Chase 2010 - 2011
Skills
Customer Service, Microsoft Office, Windows 7, Windows Vista, Call Center, Medical Assisting, Labor, Technical Support, Risk Analytics, Credit, Call Centers, Risk Management, Accounting, Microsoft Excel
Education
Kaplan College-Columbus 2004 — 2006
Associate of Science (A.S.), Medical/Clinical Assistant, 3.0
Jay Fratello Jay Fratello's Morgan Stanley Wealth Management Experience February 2008 - December 2012
Job CFP(r), Branch Manager, Partner at FMC Wealth Management Group, Wells Fargo Advisors
Industry Financial Services
Experience
FMC Wealth Management Group December 2012 - Present
Morgan Stanley Wealth Management February 2008 - December 2012
A.G. Edwards & Sons, Inc. August 2002 - February 2008
Skills
Certified Financial..., Investments, Wealth Management, Financial Services, Asset Management, Retirement, Finance, Insurance, Retirement Planning, Financial Analysis, Mutual Funds, Asset Allocation, Wealth Management..., Strategic Financial..., Estate Planning, Securities, Investment Advisory, Financial Advisory, Investment Strategies, FINRA, Wealth, ETFs, Alternative Investments, Uniform Combined State..., IRAs, Small Business, Bonds, Investment Management, Financial Planners, High Net Worth..., Fixed Annuities, 401k Rollovers, Fixed-Income Strategies, Series 63, Series 7, Series 65, 401k, Series 24, Financial Planning
Education
Auburn University 1992 — 1995
Bachelor of Science (B.S.), Economics
Algonquin Regional High School 1988 — 1992
FMC Wealth Management Group December 2012 - Present
Morgan Stanley Wealth Management February 2008 - December 2012
A.G. Edwards & Sons, Inc. August 2002 - February 2008
Skills
Certified Financial..., Investments, Wealth Management, Financial Services, Asset Management, Retirement, Finance, Insurance, Retirement Planning, Financial Analysis, Mutual Funds, Asset Allocation, Wealth Management..., Strategic Financial..., Estate Planning, Securities, Investment Advisory, Financial Advisory, Investment Strategies, FINRA, Wealth, ETFs, Alternative Investments, Uniform Combined State..., IRAs, Small Business, Bonds, Investment Management, Financial Planners, High Net Worth..., Fixed Annuities, 401k Rollovers, Fixed-Income Strategies, Series 63, Series 7, Series 65, 401k, Series 24, Financial Planning
Education
Auburn University 1992 — 1995
Bachelor of Science (B.S.), Economics
Algonquin Regional High School 1988 — 1992
Michael Holady Michael Holady's Morgan Stanley Wealth Management Experience March 2008 - Present
Job Financial Reporting Manager at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2008 - Present
Newtek Business Services December 2006 - February 2008
Aeroflex June 2005 - December 2006
The Topps Company, Inc. January 2003 - June 2005
Park East April 2000 - September 2002
Skills
Consolidation, Financial Reporting, Hyperion Enterprise, SEC filings, Sarbanes-Oxley, Financial Analysis, Accounting, Forecasting, SEC, General Ledger, CPA, Internal Controls, Strategic Financial..., Variance Analysis, Revenue Recognition, 10K, FAS123R, US GAAP
Education
Arizona State University 1983 — 1988
BS Accounting, Accounting
Morgan Stanley Wealth Management March 2008 - Present
Newtek Business Services December 2006 - February 2008
Aeroflex June 2005 - December 2006
The Topps Company, Inc. January 2003 - June 2005
Park East April 2000 - September 2002
Skills
Consolidation, Financial Reporting, Hyperion Enterprise, SEC filings, Sarbanes-Oxley, Financial Analysis, Accounting, Forecasting, SEC, General Ledger, CPA, Internal Controls, Strategic Financial..., Variance Analysis, Revenue Recognition, 10K, FAS123R, US GAAP
Education
Arizona State University 1983 — 1988
BS Accounting, Accounting
Adam Janowitz Adam Janowitz's Morgan Stanley Wealth Management Experience June 2004 - Present
Job Senior Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2004 - Present
Skills
Mutual Funds
Education
American University - Kogod School of Business 2000 — 2005
BS - Business Administration
Morgan Stanley Wealth Management June 2004 - Present
Skills
Mutual Funds
Education
American University - Kogod School of Business 2000 — 2005
BS - Business Administration
John Macik John Macik's Morgan Stanley Wealth Management Experience July 2013 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2013 - Present
Management Equity, LLC 2007 - Present
Ameriprise Financial Services, Inc. May 2011 - July 2013
Hantz Financial Services, Inc. 2007 - 2010
Fanz Racing/Rusty Wallace Racing, Inc. 2005 - 2007
American Speed Association, LLC 2003 - 2005
Jack Nicklaus, N+ Sports Management 1995 - 2003
Jack Nicklaus, Golden Bear International, Inc. 1990 - 1995
NFL Players Association 1979 - 1990
Skills
Marketing, Marketing Management, Mergers & Acquisitions, B2B, Integrated Marketing, Business Development, New Business Development, New Media, Marketing Strategy, Strategic Partnerships, Start-ups, Finance, Entrepreneurship, Strategic Planning
Education
University of Massachusetts, Amherst 1977 — 1979
Doctor of Philosophy (PhD), Sports Management, Exercise Science
Ball State University 1975 — 1977
MS Human Bioenergenics, Sports Medicine
Earlham College 1971 — 1975
Bachelor of Arts (B.A.)
Wayne High School 1967 — 1971
Morgan Stanley Wealth Management July 2013 - Present
Management Equity, LLC 2007 - Present
Ameriprise Financial Services, Inc. May 2011 - July 2013
Hantz Financial Services, Inc. 2007 - 2010
Fanz Racing/Rusty Wallace Racing, Inc. 2005 - 2007
American Speed Association, LLC 2003 - 2005
Jack Nicklaus, N+ Sports Management 1995 - 2003
Jack Nicklaus, Golden Bear International, Inc. 1990 - 1995
NFL Players Association 1979 - 1990
Skills
Marketing, Marketing Management, Mergers & Acquisitions, B2B, Integrated Marketing, Business Development, New Business Development, New Media, Marketing Strategy, Strategic Partnerships, Start-ups, Finance, Entrepreneurship, Strategic Planning
Education
University of Massachusetts, Amherst 1977 — 1979
Doctor of Philosophy (PhD), Sports Management, Exercise Science
Ball State University 1975 — 1977
MS Human Bioenergenics, Sports Medicine
Earlham College 1971 — 1975
Bachelor of Arts (B.A.)
Wayne High School 1967 — 1971
Donna Devine, CFP Donna Devine, CFP's Morgan Stanley Wealth Management Experience February 2014 - September 2014
Job Regional Bank Private Banker for Wells Fargo Montgomery County, PA
Industry Financial Services
Experience
Wells Fargo October 2014 - Present
Morgan Stanley Wealth Management February 2014 - September 2014
PNC May 2006 - September 2013
Wachovia Securities Financial Network April 2004 - May 2006
Wharton Financial January 2001 - April 2004
Prudential Financial January 2000 - January 2001
Skills
Finance, Financial Services, Series 63, Small Business Lending, Loans, Consumer Lending, Commercial Lending, Credit, Banking, Commercial Banking, Credit Analysis, Lines Of Credit, Retail Banking, Relationship Management, Mortgage Lending, Portfolio Management, Wealth Management, Mutual Funds, Financial Advisory, Investment Advisory, Retirement Planning, Cross Selling, Bonds, Asset Management, Private Banking, Fixed Income, Branch Management, Asset Allocation, Refinance, Wealth Management..., Equities, Insurance, Wealth, Fixed Annuities, Series 7, Series 66, Certified Financial...
Education
College for Financial Planning 1992 — 1994
Certified Financial Planner
University of Maryland University College 1992 — 1994
Bachelor of Science (BS), Business Administration and Management, General
Arizona State University
Wells Fargo October 2014 - Present
Morgan Stanley Wealth Management February 2014 - September 2014
PNC May 2006 - September 2013
Wachovia Securities Financial Network April 2004 - May 2006
Wharton Financial January 2001 - April 2004
Prudential Financial January 2000 - January 2001
Skills
Finance, Financial Services, Series 63, Small Business Lending, Loans, Consumer Lending, Commercial Lending, Credit, Banking, Commercial Banking, Credit Analysis, Lines Of Credit, Retail Banking, Relationship Management, Mortgage Lending, Portfolio Management, Wealth Management, Mutual Funds, Financial Advisory, Investment Advisory, Retirement Planning, Cross Selling, Bonds, Asset Management, Private Banking, Fixed Income, Branch Management, Asset Allocation, Refinance, Wealth Management..., Equities, Insurance, Wealth, Fixed Annuities, Series 7, Series 66, Certified Financial...
Education
College for Financial Planning 1992 — 1994
Certified Financial Planner
University of Maryland University College 1992 — 1994
Bachelor of Science (BS), Business Administration and Management, General
Arizona State University
Samantha Schiro's Morgan Stanley Wealth Management Experience October 2010 - October 2012
Job Business Analyst at CSG International
Industry Computer Software
Experience
CSG International October 2013 - Present
Morgan Stanley Wealth Management October 2010 - October 2012
Federal Judicial Center August 2009 - December 2009
Waldbaums June 2009 - August 2009
Skills
Editing, Community Outreach, Program Management, Data Analysis, Leadership, Training, Project Planning, SharePoint, Market Research, Public Speaking, Research, Program Development, Access, Analysis, Policy Analysis, Microsoft Excel, International Relations, Fundraising, PowerPoint, Sales, Time Management, Microsoft Office, Public Policy, Nonprofits, Government
Education
American University 2006 — 2010
BA, Interdisciplinary Study in Communications, Legal Studies, Economics, and Government
American University - Kogod School of Business 2006 — 2010
BS, Business Administration
CSG International October 2013 - Present
Morgan Stanley Wealth Management October 2010 - October 2012
Federal Judicial Center August 2009 - December 2009
Waldbaums June 2009 - August 2009
Skills
Editing, Community Outreach, Program Management, Data Analysis, Leadership, Training, Project Planning, SharePoint, Market Research, Public Speaking, Research, Program Development, Access, Analysis, Policy Analysis, Microsoft Excel, International Relations, Fundraising, PowerPoint, Sales, Time Management, Microsoft Office, Public Policy, Nonprofits, Government
Education
American University 2006 — 2010
BA, Interdisciplinary Study in Communications, Legal Studies, Economics, and Government
American University - Kogod School of Business 2006 — 2010
BS, Business Administration
Elisabeth Sanders's Morgan Stanley Wealth Management Experience October 2013 - August 2014
Job Registered Client Associate
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Financial Institution August 2014 - Present
Morgan Stanley Wealth Management October 2013 - August 2014
Clawson & Staubes, LLC June 2010 - October 2013
Bottled Water For Life January 2009 - December 2009
TruPoint Marketing May 2008 - August 2008
Skybus Airlines November 2007 - April 2008
Appalachian State University Recreation June 2004 - May 2007
Appalachian State University Recreation January 2004 - May 2007
Appalacian State University Recreation August 2005 - August 2006
Skills
Legal Assistance, Litigation Support, Microsoft Office, Editing, Notary Public, Legal Documents, Customer Service, WordPerfect, Administration, Legal Research, Appeals, Civil Litigation, Contract Negotiation, Depositions, Insurance, Leadership, Legal Writing, Lexis, Litigation, Marketing, Microsoft Excel, Microsoft Word, Personal Injury, Personal Injury..., Pleadings, PowerPoint, Public Speaking, Product Development, Research, Training, Wordperfect
Education
Guilford College 2010 — 2010
Paralegal Certification
Appalachian State University 2003 — 2007
BA, English
Morgan Stanley June 2015 - Present
Financial Institution August 2014 - Present
Morgan Stanley Wealth Management October 2013 - August 2014
Clawson & Staubes, LLC June 2010 - October 2013
Bottled Water For Life January 2009 - December 2009
TruPoint Marketing May 2008 - August 2008
Skybus Airlines November 2007 - April 2008
Appalachian State University Recreation June 2004 - May 2007
Appalachian State University Recreation January 2004 - May 2007
Appalacian State University Recreation August 2005 - August 2006
Skills
Legal Assistance, Litigation Support, Microsoft Office, Editing, Notary Public, Legal Documents, Customer Service, WordPerfect, Administration, Legal Research, Appeals, Civil Litigation, Contract Negotiation, Depositions, Insurance, Leadership, Legal Writing, Lexis, Litigation, Marketing, Microsoft Excel, Microsoft Word, Personal Injury, Personal Injury..., Pleadings, PowerPoint, Public Speaking, Product Development, Research, Training, Wordperfect
Education
Guilford College 2010 — 2010
Paralegal Certification
Appalachian State University 2003 — 2007
BA, English
Fahmiya Ismail's Morgan Stanley Wealth Management Experience April 2012 - July 2014
Job Research Intern at The Institute of Strategic and International Studies Malaysia
Industry International Affairs
Experience
The Institute of Strategic and International Studies Malaysia June 2015 - Present
Center for Community Engagement and Service at American University August 2014 - May 2015
U.S. Department of the Treasury September 2014 - January 2015
Morgan Stanley Wealth Management April 2012 - July 2014
La Bowaleshie Primary School December 2011 - March 2012
Otterbein University February 2011 - December 2011
St. Jude Children's Research Hospital July 2010 - February 2011
AFFORD August 2009 - December 2009
Ohio Democratic Party June 2008 - November 2008
Skills
Healthcare, Hospitals, Event Planning, Customer Service, Microsoft Office, Fundraising, Public Speaking, Marketing, Microsoft Excel, Strategic Planning, Social Media, PowerPoint, Debate, Training, Research, Policy, Nonprofits, Community Outreach, Recruiting, Leadership Development, Coaching, Event Management, Program Development, Government
Education
American University 2014 — 2016
MA in Global Governance, Politics and Security, Development Economics and International Development
Otterbein University 2006 — 2010
Bachelor of Arts, International Studies and Economics
Imperial College London 2009 — 2009
International Studies, Political Science
The Institute of Strategic and International Studies Malaysia June 2015 - Present
Center for Community Engagement and Service at American University August 2014 - May 2015
U.S. Department of the Treasury September 2014 - January 2015
Morgan Stanley Wealth Management April 2012 - July 2014
La Bowaleshie Primary School December 2011 - March 2012
Otterbein University February 2011 - December 2011
St. Jude Children's Research Hospital July 2010 - February 2011
AFFORD August 2009 - December 2009
Ohio Democratic Party June 2008 - November 2008
Skills
Healthcare, Hospitals, Event Planning, Customer Service, Microsoft Office, Fundraising, Public Speaking, Marketing, Microsoft Excel, Strategic Planning, Social Media, PowerPoint, Debate, Training, Research, Policy, Nonprofits, Community Outreach, Recruiting, Leadership Development, Coaching, Event Management, Program Development, Government
Education
American University 2014 — 2016
MA in Global Governance, Politics and Security, Development Economics and International Development
Otterbein University 2006 — 2010
Bachelor of Arts, International Studies and Economics
Imperial College London 2009 — 2009
International Studies, Political Science
Lauren M Huefner Lauren M Huefner's Morgan Stanley Wealth Management Experience August 2007 - June 2008
Job Senior Financial Analyst at Northern Trust
Industry Financial Services
Experience
Northern Trust September 2013 - Present
Fifth Third Bank September 2009 - September 2013
Fifth Third Bank June 2008 - September 2009
Morgan Stanley Wealth Management August 2007 - June 2008
Pittsburgh Ballet Theatre, The Pennsylvania Ballet, The Cleveland Ballet 2000 - 2005
Skills
Loans, Commercial Banking, Underwriting, Financial Analysis, Capital Markets, Asset Based Lending, Structured Finance, Middle Market, Financial Modeling, Credit Analysis, Portfolio Management, Credit, Finance, Banking, Valuation, Commercial Lending, Investments, Microsoft Excel, Corporate Finance, Asset Managment
Education
The Ohio State University - The Max M. Fisher College of Business 2005 — 2008
Bachelor of Science in Business Administration, Finance
Audencia Nantes Ecole de Management 2007 — 2007
International Business, French
The Rock School for Dance Education 2001 — 2003
Classical Ballet
Northern Trust September 2013 - Present
Fifth Third Bank September 2009 - September 2013
Fifth Third Bank June 2008 - September 2009
Morgan Stanley Wealth Management August 2007 - June 2008
Pittsburgh Ballet Theatre, The Pennsylvania Ballet, The Cleveland Ballet 2000 - 2005
Skills
Loans, Commercial Banking, Underwriting, Financial Analysis, Capital Markets, Asset Based Lending, Structured Finance, Middle Market, Financial Modeling, Credit Analysis, Portfolio Management, Credit, Finance, Banking, Valuation, Commercial Lending, Investments, Microsoft Excel, Corporate Finance, Asset Managment
Education
The Ohio State University - The Max M. Fisher College of Business 2005 — 2008
Bachelor of Science in Business Administration, Finance
Audencia Nantes Ecole de Management 2007 — 2007
International Business, French
The Rock School for Dance Education 2001 — 2003
Classical Ballet
Louis Terlizzi's Morgan Stanley Wealth Management Experience 1988 - 1991
Job Industrial Sales Manager at Gripnail Corp
Industry Machinery
Experience
Gripnail Corp April 2014 - Present
Tempron Products Corporation November 2013 - April 2014
CORE Business Technologies June 2012 - October 2013
Mustang MicroSystems November 2005 - June 2012
Tempron Products Corporation 1991 - November 2005
Morgan Stanley Wealth Management 1988 - 1991
Skills
Salesforce.com, New Business Development, Management, Sales, Cold Calling, Marketing Strategy, Customer Satisfaction, Business Development, Sales Management, Direct Sales, Account Management, Strategic Planning, Training, Strategic Partnerships, Marketing, Sales Process, Lead Generation, Strategy, Customer Retention, Sales Operations, Trade Shows, Strategic Prospecting, PCI DSS, Sales Presentations, P&L Management, Target Marketing, Long-term Customer..., Key Account Management, Closing Deals, Consulting, Fasteners, Fastening Systems, Manufacturing, Manufacturing Operations, Machinery, Industrial Products, Operations Management, Negotiation, Team Building, Business Strategy, Customer Service, Product Development, Leadership, Product Management, B2B, Contract Negotiation
Education
Rubber Division, ACS 1993 — 1993
Compounding, Processing & Testing of Elastomers
Anna Maria College 1988 — 1989
Master of Business Administration, Business Administration and Management, General
Framingham State College
BA, Psychology
Gripnail Corp April 2014 - Present
Tempron Products Corporation November 2013 - April 2014
CORE Business Technologies June 2012 - October 2013
Mustang MicroSystems November 2005 - June 2012
Tempron Products Corporation 1991 - November 2005
Morgan Stanley Wealth Management 1988 - 1991
Skills
Salesforce.com, New Business Development, Management, Sales, Cold Calling, Marketing Strategy, Customer Satisfaction, Business Development, Sales Management, Direct Sales, Account Management, Strategic Planning, Training, Strategic Partnerships, Marketing, Sales Process, Lead Generation, Strategy, Customer Retention, Sales Operations, Trade Shows, Strategic Prospecting, PCI DSS, Sales Presentations, P&L Management, Target Marketing, Long-term Customer..., Key Account Management, Closing Deals, Consulting, Fasteners, Fastening Systems, Manufacturing, Manufacturing Operations, Machinery, Industrial Products, Operations Management, Negotiation, Team Building, Business Strategy, Customer Service, Product Development, Leadership, Product Management, B2B, Contract Negotiation
Education
Rubber Division, ACS 1993 — 1993
Compounding, Processing & Testing of Elastomers
Anna Maria College 1988 — 1989
Master of Business Administration, Business Administration and Management, General
Framingham State College
BA, Psychology
T. Kyle Morrison T. Kyle Morrison's Morgan Stanley Wealth Management Experience April 2012 - Present
Job Client Reporting Analyst at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2012 - Present
IKON Office Solutions May 2011 - March 2012
CareWorks Consultants Inc. (Solutions Staffing) August 2010 - February 2011
Nationwide Insurance through Spherion Staffing Services December 2009 - July 2010
Skills
Communication, Employee Training, Presentations, Phone Etiquette, PowerPoint, Microsoft Word, Research, Customer Service, Data Analysis, Finance, Teamwork, Training, Account Reconciliation, Troubleshooting, Leadership, Access, Analysis, Project Management
Education
Kent State University 2008 — 2010
Master of Library & Information Science (MLIS), Library and Information Science
Anderson University 2006 — 2008
Bachelor of Arts (BA), English Language and Literature, General
Morgan Stanley Wealth Management April 2012 - Present
IKON Office Solutions May 2011 - March 2012
CareWorks Consultants Inc. (Solutions Staffing) August 2010 - February 2011
Nationwide Insurance through Spherion Staffing Services December 2009 - July 2010
Skills
Communication, Employee Training, Presentations, Phone Etiquette, PowerPoint, Microsoft Word, Research, Customer Service, Data Analysis, Finance, Teamwork, Training, Account Reconciliation, Troubleshooting, Leadership, Access, Analysis, Project Management
Education
Kent State University 2008 — 2010
Master of Library & Information Science (MLIS), Library and Information Science
Anderson University 2006 — 2008
Bachelor of Arts (BA), English Language and Literature, General
Zachary Romano's Morgan Stanley Wealth Management Experience October 2014 - December 2014
Job AmeriCorps VISTA at Home Headquarters Inc.
Industry Research
Experience
GIS Lounge August 2015 - Present
Home HeadQuarters Inc. July 2015 - Present
Morgan Stanley Wealth Management October 2014 - December 2014
Morgan Stanley Wealth Management June 2014 - August 2014
ICEPAY October 2013 - December 2013
Northside Urban Partnership June 2013 - September 2013
Institute of Social and Economic Research and Policy June 2009 - August 2009
Skills
Research, Stata, Data Analysis, Microsoft Office, Statistics, Leadership, Quantitative Research, ArcGIS, Community Outreach, Public Speaking, Social Media, Spatial Analysis, Salesforce, Argus, Econometrics, Project Management, Time Series Analysis, Asset Management, Real Estate
Education
Brandeis University 2011 — 2015
Bachelor of Arts, Economics & Anthropology Minor, 3.41
University of Amsterdam Business School 2013 — 2013
Economics and Business
The Manlius Pebble Hill School 2009 — 2011
Crosby Scholar
GIS Lounge August 2015 - Present
Home HeadQuarters Inc. July 2015 - Present
Morgan Stanley Wealth Management October 2014 - December 2014
Morgan Stanley Wealth Management June 2014 - August 2014
ICEPAY October 2013 - December 2013
Northside Urban Partnership June 2013 - September 2013
Institute of Social and Economic Research and Policy June 2009 - August 2009
Skills
Research, Stata, Data Analysis, Microsoft Office, Statistics, Leadership, Quantitative Research, ArcGIS, Community Outreach, Public Speaking, Social Media, Spatial Analysis, Salesforce, Argus, Econometrics, Project Management, Time Series Analysis, Asset Management, Real Estate
Education
Brandeis University 2011 — 2015
Bachelor of Arts, Economics & Anthropology Minor, 3.41
University of Amsterdam Business School 2013 — 2013
Economics and Business
The Manlius Pebble Hill School 2009 — 2011
Crosby Scholar
Stockton M. Schultz Stockton M. Schultz's Morgan Stanley Wealth Management Experience January 2009 - March 2013
Job Account Vice President Portfolio Manager at The Schultz Group UBS
Industry Financial Services
Experience
UBS April 2013 - Present
Morgan Stanley Wealth Management January 2009 - March 2013
Education
Arizona State University, W. P. Carey School of Business
Bachelor of Science (B.S.), Business Management
UBS April 2013 - Present
Morgan Stanley Wealth Management January 2009 - March 2013
Education
Arizona State University, W. P. Carey School of Business
Bachelor of Science (B.S.), Business Management
Ashley Myles Ashley Myles's Morgan Stanley Wealth Management Experience November 2012 - May 2013
Job Registered Associate
Industry Financial Services
Experience
Morgan Stanley May 2013 - Present
Morgan Stanley Wealth Management November 2012 - May 2013
Agnes Scott College August 2009 - May 2013
Georgia Gwinnett College May 2012 - August 2012
Diamond Communications and Research Inc. 2010 - 2012
Skills
Customer Service, Microsoft Office, Data Analysis, Marketing, Microsoft Excel, Coaching, Team Building, Tutoring, Higher Education, Financial Market..., DNA extraction, Ecological Research, PCR
Education
University of Missouri-Columbia 2015 — 2017
Master of Science (MS), Personal Financial Planning
Agnes Scott College 2009 — 2013
Bachelor of Science (B.S.), Biology
Grayson High School 2005 — 2009
College Prepatory
Oulun yliopisto
Morgan Stanley May 2013 - Present
Morgan Stanley Wealth Management November 2012 - May 2013
Agnes Scott College August 2009 - May 2013
Georgia Gwinnett College May 2012 - August 2012
Diamond Communications and Research Inc. 2010 - 2012
Skills
Customer Service, Microsoft Office, Data Analysis, Marketing, Microsoft Excel, Coaching, Team Building, Tutoring, Higher Education, Financial Market..., DNA extraction, Ecological Research, PCR
Education
University of Missouri-Columbia 2015 — 2017
Master of Science (MS), Personal Financial Planning
Agnes Scott College 2009 — 2013
Bachelor of Science (B.S.), Biology
Grayson High School 2005 — 2009
College Prepatory
Oulun yliopisto
Chris Pisarcik's Morgan Stanley Wealth Management Experience March 2013 - February 2014
Job ASU Business Communication Graduate
Industry Public Relations and Communications
Experience
10-4 Systems June 2015 - September 2015
Financial Management Association August 2013 - May 2014
Morgan Stanley Wealth Management March 2013 - February 2014
Starbucks September 2010 - May 2013
UBS Financial Services Inc. October 2012 - March 2013
UBS Financial Services Inc. June 2012 - August 2012
Skills
Finance, Start-ups, Bloomberg, Bloomberg Terminal, Sales, Project Management, Investment Strategies, Microsoft Excel, Business Strategy, Networking, Long-term Customer..., Coffee, Communication, Business Communications, Social Media..., Social Media, Customer Service, Management, Leadership, Team Leadership
Education
Arizona State University, W. P. Carey School of Business 2010 — 2014
Bachelor of Arts (BA), Business/Corporate Communications
Brophy College Preparatory 2005 — 2009
10-4 Systems June 2015 - September 2015
Financial Management Association August 2013 - May 2014
Morgan Stanley Wealth Management March 2013 - February 2014
Starbucks September 2010 - May 2013
UBS Financial Services Inc. October 2012 - March 2013
UBS Financial Services Inc. June 2012 - August 2012
Skills
Finance, Start-ups, Bloomberg, Bloomberg Terminal, Sales, Project Management, Investment Strategies, Microsoft Excel, Business Strategy, Networking, Long-term Customer..., Coffee, Communication, Business Communications, Social Media..., Social Media, Customer Service, Management, Leadership, Team Leadership
Education
Arizona State University, W. P. Carey School of Business 2010 — 2014
Bachelor of Arts (BA), Business/Corporate Communications
Brophy College Preparatory 2005 — 2009
Dominick Tocci's Morgan Stanley Wealth Management Experience July 2014 - August 2014
Job Analyst at Crowninshield Financial Research
Industry Financial Services
Experience
Crowninshield Financial Research August 2015 - Present
Crowninshield Financial Research June 2015 - August 2015
Morgan Stanley Wealth Management July 2014 - August 2014
Kapsch CarrierCom AG May 2014 - June 2014
Strategas Research Partners June 2013 - August 2013
Skills
Time Management, Public Speaking, Entrepreneurship, PowerPoint, Personal Finance, Managerial Skills, Microsoft Office, Sales, Statistics, Research, Marketing Strategy, Snowboarding, Leadership, Marketing, Start-ups, Money, Organizational..., Innovation, Financial Analysis, Financial Modeling, Corporate Finance, German
Education
Babson College 2011 — 2015
B.S. in Business Management, Finance, Senior
WU (Vienna University of Economics and Business) 2014 — 2014
Poly Prep Country Day School 2003 — 2011
High School Diploma
Crowninshield Financial Research August 2015 - Present
Crowninshield Financial Research June 2015 - August 2015
Morgan Stanley Wealth Management July 2014 - August 2014
Kapsch CarrierCom AG May 2014 - June 2014
Strategas Research Partners June 2013 - August 2013
Skills
Time Management, Public Speaking, Entrepreneurship, PowerPoint, Personal Finance, Managerial Skills, Microsoft Office, Sales, Statistics, Research, Marketing Strategy, Snowboarding, Leadership, Marketing, Start-ups, Money, Organizational..., Innovation, Financial Analysis, Financial Modeling, Corporate Finance, German
Education
Babson College 2011 — 2015
B.S. in Business Management, Finance, Senior
WU (Vienna University of Economics and Business) 2014 — 2014
Poly Prep Country Day School 2003 — 2011
High School Diploma
Andrew Henggeler's Morgan Stanley Wealth Management Experience January 2014 - May 2015
Job Corporate Sales at TravisMathew Apparel
Industry Sports
Experience
TravisMathew Apparel June 2015 - Present
Morgan Stanley Wealth Management January 2014 - May 2015
San Francisco Giants June 2012 - January 2014
GAGA Sports & Entertainment Inc May 2011 - November 2011
Golden State Warriors August 2009 - March 2011
Arizona Diamondbacks August 2008 - August 2009
Arizona Diamondbacks March 2007 - January 2008
Phoenix Suns January 2005 - May 2006
Skills
Sports marketing, Digital Media, Social Media Marketing, Ticket Sales, Online Branding, Digital Strategy, Social Entrepreneurship, Relationship Development, Sports Management, Online Marketing, Market Research, Advertising Sales, Event Marketing, Ticketing, New Business Development, Partner Relationship..., Sales, Archtics, Marketing Strategy, Sports, Public Relations, Partner Management, Sports Marketing, Event Planning, Social Networking, Sponsorship, Sponsorship Sales, Salesforce.com, Social Media, Event Management, Strategic Partnerships, Account Management, Professional Sports, Sponsorship Activation, Baseball
Education
University of San Francisco 2010 — 2012
M.S., Sports Management
Arizona State University 2004 — 2008
B.A., Communication, Minor in Business
TravisMathew Apparel June 2015 - Present
Morgan Stanley Wealth Management January 2014 - May 2015
San Francisco Giants June 2012 - January 2014
GAGA Sports & Entertainment Inc May 2011 - November 2011
Golden State Warriors August 2009 - March 2011
Arizona Diamondbacks August 2008 - August 2009
Arizona Diamondbacks March 2007 - January 2008
Phoenix Suns January 2005 - May 2006
Skills
Sports marketing, Digital Media, Social Media Marketing, Ticket Sales, Online Branding, Digital Strategy, Social Entrepreneurship, Relationship Development, Sports Management, Online Marketing, Market Research, Advertising Sales, Event Marketing, Ticketing, New Business Development, Partner Relationship..., Sales, Archtics, Marketing Strategy, Sports, Public Relations, Partner Management, Sports Marketing, Event Planning, Social Networking, Sponsorship, Sponsorship Sales, Salesforce.com, Social Media, Event Management, Strategic Partnerships, Account Management, Professional Sports, Sponsorship Activation, Baseball
Education
University of San Francisco 2010 — 2012
M.S., Sports Management
Arizona State University 2004 — 2008
B.A., Communication, Minor in Business
Brendan McCarty, CMT Brendan McCarty, CMT's Morgan Stanley Wealth Management Experience January 2011 - Present
Job Financial Professional at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Amesbury Soccer Board of Directors October 2014 - Present
Morgan Stanley Wealth Management January 2011 - Present
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2003
MBA, Finance
Providence College 1994 — 1998
BA, Management
Arlington High School 1990 — 1994
Amesbury Soccer Board of Directors October 2014 - Present
Morgan Stanley Wealth Management January 2011 - Present
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2003
MBA, Finance
Providence College 1994 — 1998
BA, Management
Arlington High School 1990 — 1994
Qiana Mitchell's Morgan Stanley Wealth Management Experience December 2013 - February 2014
Job Experienced Administrative/Customer Service Professional
Industry Real Estate
Experience
South Coast Commercial May 2014 - July 2015
Morgan Stanley Wealth Management December 2013 - February 2014
Dore Law Firm December 2010 - March 2011
Healthcare Everywhere February 2007 - October 2007
Family & Children Services August 2004 - December 2005
T.G. Ritch Head start January 2004 - June 2004
Child Support Enforcement July 2003 - December 2003
Skills
Time Management, Microsoft Office, Criminal Justice, Clerical & data entry, Customer Service, Book keeping, Organizational Structure, Outstanding..., Work Well Independently, Legal Research, Oral & Written..., Critical Thinking, Emotional Intelligence, Timely Decision Making, Microsoft Word, Microsoft Excel, Exceptional People..., Criminal Law, Payroll, PowerPoint, Goal Oriented, Social Skills, Creative Writing, Enforcement, Corrections, Filing, Spreadsheets, Courts, Criminology, Evidence, Background Checks, Criminal Investigations, Police, Private Investigations, Public Safety, Investigation, Firearms, First Responder, Homeland Security, Policy, Physical Security, Surveillance, Emergency Management, Counterterrorism, Law Enforcement..., Fraud, Investigative Reporting, Crisis Management, Security Management, Internal Investigations
Education
Ashford University 2012 — 2014
Bachelor of Arts (B.A.), Social and Criminal Justice, 3.61GPA
Technical College of the Lowcountry 2010 — 2011
Applied Science, Paralegal Specialist
Okefenokee Technical College 2004 — 2006
Associate of Science (A.S.), Criminal Justice and Corrections, A
South Coast Commercial May 2014 - July 2015
Morgan Stanley Wealth Management December 2013 - February 2014
Dore Law Firm December 2010 - March 2011
Healthcare Everywhere February 2007 - October 2007
Family & Children Services August 2004 - December 2005
T.G. Ritch Head start January 2004 - June 2004
Child Support Enforcement July 2003 - December 2003
Skills
Time Management, Microsoft Office, Criminal Justice, Clerical & data entry, Customer Service, Book keeping, Organizational Structure, Outstanding..., Work Well Independently, Legal Research, Oral & Written..., Critical Thinking, Emotional Intelligence, Timely Decision Making, Microsoft Word, Microsoft Excel, Exceptional People..., Criminal Law, Payroll, PowerPoint, Goal Oriented, Social Skills, Creative Writing, Enforcement, Corrections, Filing, Spreadsheets, Courts, Criminology, Evidence, Background Checks, Criminal Investigations, Police, Private Investigations, Public Safety, Investigation, Firearms, First Responder, Homeland Security, Policy, Physical Security, Surveillance, Emergency Management, Counterterrorism, Law Enforcement..., Fraud, Investigative Reporting, Crisis Management, Security Management, Internal Investigations
Education
Ashford University 2012 — 2014
Bachelor of Arts (B.A.), Social and Criminal Justice, 3.61GPA
Technical College of the Lowcountry 2010 — 2011
Applied Science, Paralegal Specialist
Okefenokee Technical College 2004 — 2006
Associate of Science (A.S.), Criminal Justice and Corrections, A
Livani Yoakum's Morgan Stanley Wealth Management Experience June 2015 - Present
Job Private Bank Advisory Associate, Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2015 - Present
CSUB Tennis Club May 2014 - June 2015
Northwestern Mutual December 2011 - September 2013
Wells Fargo October 2008 - December 2011
Skills
Life Insurance, Investments, Personal Finance, Fixed Annuities, Mutual Funds, Health Insurance, Public Speaking, Credit, Team Leadership, Financial Planning
Education
California State University-Bakersfield 2013 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Bakersfield College 2012 — 2013
Associates of Business Administration, 3.8
Morgan Stanley Wealth Management June 2015 - Present
CSUB Tennis Club May 2014 - June 2015
Northwestern Mutual December 2011 - September 2013
Wells Fargo October 2008 - December 2011
Skills
Life Insurance, Investments, Personal Finance, Fixed Annuities, Mutual Funds, Health Insurance, Public Speaking, Credit, Team Leadership, Financial Planning
Education
California State University-Bakersfield 2013 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Bakersfield College 2012 — 2013
Associates of Business Administration, 3.8
Caitlin Singleton Caitlin Singleton's Morgan Stanley Wealth Management Experience August 2013 - July 2014
Job Recruiting Coordinator at AXA Advisors
Industry Financial Services
Experience
AXA Advisors April 2015 - Present
Citizens Bank September 2014 - February 2015
Morgan Stanley Wealth Management August 2013 - July 2014
Morgan Stanley Wealth Management April 2013 - August 2013
Westgate Wine, LLC August 2012 - April 2013
Kerr Drug March 2008 - August 2009
Skills
Great People Skills, People-oriented, Fast Learner, Working With Children, Criminal Justice, Psychology, Telephone Skills, Filing, Time Management, Critical Thinking, Phone Etiquette, People Skills, Data Entry, Team-oriented, Cashiering, Highly detail oriented, Administrative..., Social Skills, Office Administration, Spreadsheets, Goal Oriented, Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Social Media, Leadership, Social Networking, Interviews
Education
Appalachian State University 2009 — 2012
Bachelor’s Degree, Psychology; Social Sciences
East Carolina University 2008 — 2009
Transfer, Clinical Psychology
Millbrook High School 2004 — 2008
High School Diploma
AXA Advisors April 2015 - Present
Citizens Bank September 2014 - February 2015
Morgan Stanley Wealth Management August 2013 - July 2014
Morgan Stanley Wealth Management April 2013 - August 2013
Westgate Wine, LLC August 2012 - April 2013
Kerr Drug March 2008 - August 2009
Skills
Great People Skills, People-oriented, Fast Learner, Working With Children, Criminal Justice, Psychology, Telephone Skills, Filing, Time Management, Critical Thinking, Phone Etiquette, People Skills, Data Entry, Team-oriented, Cashiering, Highly detail oriented, Administrative..., Social Skills, Office Administration, Spreadsheets, Goal Oriented, Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Social Media, Leadership, Social Networking, Interviews
Education
Appalachian State University 2009 — 2012
Bachelor’s Degree, Psychology; Social Sciences
East Carolina University 2008 — 2009
Transfer, Clinical Psychology
Millbrook High School 2004 — 2008
High School Diploma
Alyson Kraft Alyson Kraft's Morgan Stanley Wealth Management Experience September 2012 - April 2013
Job Clinical Assistant at Mayo Clinic
Industry Hospital & Health Care
Experience
Mayo Clinic September 2015 - Present
Mayo Clinic June 2015 - Present
BioAM May 2015 - Present
Mayo Clinic June 2014 - Present
Mayo Clinic June 2014 - Present
Morgan Stanley Wealth Management September 2012 - April 2013
Elim Care and Rehab Center July 2009 - August 2012
Skills
Research study..., Medicinal study abroad., Background in finance., Nursing Assistant..., Leadership, PowerPoint, Teamwork, Healthcare, Medicine, Nursing, Research, CPR Certified, Medical Terminology, Hospitals, Public Health, Patient Safety, Healthcare Management, Data Entry, Healthcare Information..., HIPAA
Education
University of Minnesota-Rochester 2012 — 2014
Anoka Ramsey Community College 2009 — 2012
Associate of Arts (A.A.)
Mayo Clinic September 2015 - Present
Mayo Clinic June 2015 - Present
BioAM May 2015 - Present
Mayo Clinic June 2014 - Present
Mayo Clinic June 2014 - Present
Morgan Stanley Wealth Management September 2012 - April 2013
Elim Care and Rehab Center July 2009 - August 2012
Skills
Research study..., Medicinal study abroad., Background in finance., Nursing Assistant..., Leadership, PowerPoint, Teamwork, Healthcare, Medicine, Nursing, Research, CPR Certified, Medical Terminology, Hospitals, Public Health, Patient Safety, Healthcare Management, Data Entry, Healthcare Information..., HIPAA
Education
University of Minnesota-Rochester 2012 — 2014
Anoka Ramsey Community College 2009 — 2012
Associate of Arts (A.A.)
Rebekah Smith Rebekah Smith's Morgan Stanley Wealth Management Experience April 2014 - Present
Job Wealth Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2014 - Present
Morgan Stanley November 2011 - April 2014
Skills
Series 7, Retirement, Microsoft Office, Trading System, Web Services, Customer Service, Maintaining Strong..., Document Processing, Operational Systems, Branch Operation, Microsoft Excel, PowerPoint, Microsoft Word, Performance Reporting, Financial Services, Banking, Risk Management, Management
Education
Ave Maria University
Edison State College
Morgan Stanley Wealth Management April 2014 - Present
Morgan Stanley November 2011 - April 2014
Skills
Series 7, Retirement, Microsoft Office, Trading System, Web Services, Customer Service, Maintaining Strong..., Document Processing, Operational Systems, Branch Operation, Microsoft Excel, PowerPoint, Microsoft Word, Performance Reporting, Financial Services, Banking, Risk Management, Management
Education
Ave Maria University
Edison State College
Michael J. Garner Michael J. Garner's Morgan Stanley Wealth Management Experience July 2015 - Present
Job Vice President, Associate Complex Manager, Morgan Stanley Wealth Management, Central CA and Las Vegas
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2015 - Present
Morgan Stanley Wealth Management March 2014 - June 2015
Morgan Stanley Smith Barney April 2010 - March 2014
Charles Schwab September 2006 - April 2010
Fidelity Investments September 1998 - July 2006
Skills
Risk Management, Investments, Investment Management, Financial Advisory, Business Development, Portfolio Management, Training, Mutual Funds, Wealth Management, Investment Advisory, Asset Allocation, Financial Services, Series 63, Strategic Financial..., Retirement Planning, Asset Management, Alternative Investments, Series 7, Securities, Equities, Finance, Uniform Combined State..., FINRA, Series 65, Investment Strategies
Education
The University of Texas at Arlington 1995 — 1998
Mathematics
Angelo State University 1993 — 1995
Mathematics
College for Financial Planning
AAMS, Accredited Asset Management Specialist
College for Financial Planning
AWMA, Accredited Wealth Management Advisor
Kaplan University
WMS, Wealth Management Specialist
Morgan Stanley Wealth Management July 2015 - Present
Morgan Stanley Wealth Management March 2014 - June 2015
Morgan Stanley Smith Barney April 2010 - March 2014
Charles Schwab September 2006 - April 2010
Fidelity Investments September 1998 - July 2006
Skills
Risk Management, Investments, Investment Management, Financial Advisory, Business Development, Portfolio Management, Training, Mutual Funds, Wealth Management, Investment Advisory, Asset Allocation, Financial Services, Series 63, Strategic Financial..., Retirement Planning, Asset Management, Alternative Investments, Series 7, Securities, Equities, Finance, Uniform Combined State..., FINRA, Series 65, Investment Strategies
Education
The University of Texas at Arlington 1995 — 1998
Mathematics
Angelo State University 1993 — 1995
Mathematics
College for Financial Planning
AAMS, Accredited Asset Management Specialist
College for Financial Planning
AWMA, Accredited Wealth Management Advisor
Kaplan University
WMS, Wealth Management Specialist
Alicia Griffin Alicia Griffin's Morgan Stanley Wealth Management Experience August 2007 - Present
Job freelance photographer at AG Images
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2007 - Present
AG Images July 2010 - Present
Le Creuset October 2010 - December 2014
Lia's Restaurant September 2006 - September 2009
Minerals Technologies, Inc. May 2005 - August 2006
Skills
Social Media, Photography, Event Planning, Research, Social Networking, Microsoft Office, Microsoft Excel, Portrait Photography, Social Media Marketing, Photoshop, Facebook, Editing, Sales, Adobe Creative Suite, Blogging, Advertising, Customer Service
Education
American University 2003 — 2007
BA, International Studies, Chinese
Peking University 2005 — 2005
Sino-US Relations, Chinese Language
Morgan Stanley Wealth Management August 2007 - Present
AG Images July 2010 - Present
Le Creuset October 2010 - December 2014
Lia's Restaurant September 2006 - September 2009
Minerals Technologies, Inc. May 2005 - August 2006
Skills
Social Media, Photography, Event Planning, Research, Social Networking, Microsoft Office, Microsoft Excel, Portrait Photography, Social Media Marketing, Photoshop, Facebook, Editing, Sales, Adobe Creative Suite, Blogging, Advertising, Customer Service
Education
American University 2003 — 2007
BA, International Studies, Chinese
Peking University 2005 — 2005
Sino-US Relations, Chinese Language
Amy Singer's Morgan Stanley Wealth Management Experience June 1997 - November 2004
Job Executive Assistant / Six15 Technologies
Industry Military
Experience
Six15 Technologies October 2014 - Present
Merrill Lynch Private Bank 2011 - September 2014
Merrill Lynch Wealth Management June 2004 - November 2011
Morgan Stanley Wealth Management June 1997 - November 2004
Skills
Series 7, Series 63, Private Banking, Wealth Management, Life & Health Insurance..., Investments, Retirement Planning, FINRA, Financial Services, Securities, Wealth Management..., Banking, Relationship Management, Customer Service, Microsoft Office
Education
Alfred State College - SUNY College of Technology 1990 — 1992
Associate's degree, Accounting and Finance
Six15 Technologies October 2014 - Present
Merrill Lynch Private Bank 2011 - September 2014
Merrill Lynch Wealth Management June 2004 - November 2011
Morgan Stanley Wealth Management June 1997 - November 2004
Skills
Series 7, Series 63, Private Banking, Wealth Management, Life & Health Insurance..., Investments, Retirement Planning, FINRA, Financial Services, Securities, Wealth Management..., Banking, Relationship Management, Customer Service, Microsoft Office
Education
Alfred State College - SUNY College of Technology 1990 — 1992
Associate's degree, Accounting and Finance
Brian Lobdell's Morgan Stanley Wealth Management Experience July 2013 - August 2013
Job Software Investor at JMI Equity
Industry Venture Capital & Private Equity
Experience
JMI Equity July 2015 - Present
Nudger.co, LLC February 2014 - June 2015
Kantar Retail June 2014 - August 2014
Morgan Stanley Wealth Management July 2013 - August 2013
Anthem Sports, LLC June 2012 - August 2012
Dodson's Boatyard June 2010 - August 2011
Education
Amherst College 2011 — 2015
Bachelor of Arts (BA), Psychology
Tuck School of Business at Dartmouth, Business Bridge Program 2013 — 2013
St. Luke's School 2003 — 2011
JMI Equity July 2015 - Present
Nudger.co, LLC February 2014 - June 2015
Kantar Retail June 2014 - August 2014
Morgan Stanley Wealth Management July 2013 - August 2013
Anthem Sports, LLC June 2012 - August 2012
Dodson's Boatyard June 2010 - August 2011
Education
Amherst College 2011 — 2015
Bachelor of Arts (BA), Psychology
Tuck School of Business at Dartmouth, Business Bridge Program 2013 — 2013
St. Luke's School 2003 — 2011
Anthony San Andres Anthony San Andres's Morgan Stanley Wealth Management Experience 2010 - Present
Job Vice President at Morgan Stanley Wealth Management
Industry
Experience
Morgan Stanley Wealth Management 2010 - Present
Skills
Hedge Funds
Education
American University 1985 — 1987
Bachelor's degree, Economics and Government
Morgan Stanley Wealth Management 2010 - Present
Skills
Hedge Funds
Education
American University 1985 — 1987
Bachelor's degree, Economics and Government
Allison Hubbard Allison Hubbard's Morgan Stanley Wealth Management Experience March 2011 - September 2014
Job Senior Manager Talent Attraction and Programs at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2014 - Present
Morgan Stanley Wealth Management March 2011 - September 2014
Access Search Inc. 2005 - March 2011
InteliStaf Healthcare 2004 - 2005
Deloitte 2002 - 2004
Arthur Andersen 2000 - 2002
Skills
Recruiting, Sourcing..., Recruiting, Financial Analysis, Talent Acquisition, Sourcing, Executive Search, Financial Services, Finance, Relationship Management, Wealth Management, Leadership, Applicant Tracking..., Employee Benefits, Securities, Executive Management, Management, Series 7, Training, Temporary Placement, Interviews, Employee Training, CRM, Banking, Sales Management, Onboarding, Asset Management, Succession Planning, Benefits Negotiation, Internet Recruiting, Vendor Management, Human Resources, Business Strategy, Business Development, Strategy, Consulting, Sales, Talent Management, Search, Networking, Cold Calling, Mutual Funds, Strategic Sourcing, College Recruiting, Hiring, Technical Recruiting, Time Management, Investments, Program Management
Education
University of Illinois at Urbana-Champaign 1996 — 2000
Bachelors, Economics & Finance
Glenbard East
Charles Schwab September 2014 - Present
Morgan Stanley Wealth Management March 2011 - September 2014
Access Search Inc. 2005 - March 2011
InteliStaf Healthcare 2004 - 2005
Deloitte 2002 - 2004
Arthur Andersen 2000 - 2002
Skills
Recruiting, Sourcing..., Recruiting, Financial Analysis, Talent Acquisition, Sourcing, Executive Search, Financial Services, Finance, Relationship Management, Wealth Management, Leadership, Applicant Tracking..., Employee Benefits, Securities, Executive Management, Management, Series 7, Training, Temporary Placement, Interviews, Employee Training, CRM, Banking, Sales Management, Onboarding, Asset Management, Succession Planning, Benefits Negotiation, Internet Recruiting, Vendor Management, Human Resources, Business Strategy, Business Development, Strategy, Consulting, Sales, Talent Management, Search, Networking, Cold Calling, Mutual Funds, Strategic Sourcing, College Recruiting, Hiring, Technical Recruiting, Time Management, Investments, Program Management
Education
University of Illinois at Urbana-Champaign 1996 — 2000
Bachelors, Economics & Finance
Glenbard East
Tobias Phillips's Morgan Stanley Wealth Management Experience January 2009 - November 2013
Job Severity Coordinator at NDC Data Center
Industry Outsourcing/Offshoring
Experience
NDC Data Center March 2015 - Present
TeleTech January 2014 - Present
IBM January 2009 - December 2013
Morgan Stanley Wealth Management January 2009 - November 2013
Belk April 2010 - June 2013
Skills
Information Technology, Project Management, Management, Team Leadership, Creative Problem Solving, Help Desk Support, Deskside, Windows, OS X, SCCM, VMware, DoD, Data Management, Network Security, Critical Thinking, Team Building, Dependable Team Player, Always Punctual, Windows XP, Windows 7, Technical Support, Troubleshooting, Software Installation, Hardware, Operating Systems, Networking, Blackberry, Norton Ghost, vSphere, Workstations, VMware vSphere
Education
Arapahoe Community College 2007 — 2012
BS, Computer Science
Highlands Ranch High School 2001 — 2005
NDC Data Center March 2015 - Present
TeleTech January 2014 - Present
IBM January 2009 - December 2013
Morgan Stanley Wealth Management January 2009 - November 2013
Belk April 2010 - June 2013
Skills
Information Technology, Project Management, Management, Team Leadership, Creative Problem Solving, Help Desk Support, Deskside, Windows, OS X, SCCM, VMware, DoD, Data Management, Network Security, Critical Thinking, Team Building, Dependable Team Player, Always Punctual, Windows XP, Windows 7, Technical Support, Troubleshooting, Software Installation, Hardware, Operating Systems, Networking, Blackberry, Norton Ghost, vSphere, Workstations, VMware vSphere
Education
Arapahoe Community College 2007 — 2012
BS, Computer Science
Highlands Ranch High School 2001 — 2005
Ian Steyer Ian Steyer's Morgan Stanley Wealth Management Experience June 2012 - August 2012
Job Ian Steyer is a Reputation Specialist at BrandYourself
Industry Information Technology and Services
Experience
BrandYourself March 2014 - Present
Morgan Stanley Wealth Management June 2012 - August 2012
North Country School and Camp Treetops May 2010 - September 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Social Media, Research, Data Analysis, Editing, Community Outreach, Social Networking, Spanish, Fundraising, Nonprofits, SEO, Branding, Web Applications, Search Engine Ranking, Strategy, Blogging, Teamwork, Leadership
Education
Lehigh University 2009 — 2013
Bachelor's degree, History
Cheung Kong Graduate School of Business
iLEAD Program, Intergenerational Leadership Entrepreneurial Accelerated Development, N/A
BrandYourself March 2014 - Present
Morgan Stanley Wealth Management June 2012 - August 2012
North Country School and Camp Treetops May 2010 - September 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Social Media, Research, Data Analysis, Editing, Community Outreach, Social Networking, Spanish, Fundraising, Nonprofits, SEO, Branding, Web Applications, Search Engine Ranking, Strategy, Blogging, Teamwork, Leadership
Education
Lehigh University 2009 — 2013
Bachelor's degree, History
Cheung Kong Graduate School of Business
iLEAD Program, Intergenerational Leadership Entrepreneurial Accelerated Development, N/A
Jacob Cooper Jacob Cooper's Morgan Stanley Wealth Management Experience June 2013 - August 2013
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
GGV Capital November 2013 - May 2014
Metamorphic Ventures June 2013 - August 2013
Morgan Stanley Wealth Management June 2013 - August 2013
Greensea Capital July 2012 - August 2012
Education
Duke University 2011 — 2015
Bachelor of Science (B.S.) Economics, Certificate: Finance
Anglo-American University, Prague
Study Abroad
Roslyn High School 2007 — 2011
Bank of America Merrill Lynch June 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
GGV Capital November 2013 - May 2014
Metamorphic Ventures June 2013 - August 2013
Morgan Stanley Wealth Management June 2013 - August 2013
Greensea Capital July 2012 - August 2012
Education
Duke University 2011 — 2015
Bachelor of Science (B.S.) Economics, Certificate: Finance
Anglo-American University, Prague
Study Abroad
Roslyn High School 2007 — 2011
Jaime Fernando De Bettio Jaime Fernando De Bettio's Morgan Stanley Wealth Management Experience May 2013 - Present
Job Chemist/Environmental Manager
Industry Environmental Services
Experience
Morgan Stanley Wealth Management May 2013 - Present
One Way VIP Transportation November 2010 - April 2013
ECONSULTING PROJETOS E CONSULTORIA AMBIENTAL LTDA March 2006 - May 2010
Delphi December 2005 - March 2006
Petrobras August 2003 - July 2005
SYNTEKO PRODUTOS QUÍMICOS S. October 2002 - August 2003
Dana Holding Corporation December 1999 - June 2002
Skills
OSHAS 18001, ISO 14001, Iso 9000, ISO9001 Auditor, Microsoft Word, Microsoft Excel, Outlook Express, PowerPoint, Water Treatment, Environmental..., Microsoft Office, Environmental Compliance, Occupational Health, ISO, Waste Management, Sustainability, Safety Management..., Environmental Awareness, Environmental Impact...
Education
Universidade Luterana do Brasil 2008 — 2009
Master, Environmental Management
Universidade Luterana do Brasil 2004 — 2008
Bachelor, Chemistry
Colegio Dom Feliciano 1992 — 1996
Technician, Chemistry
Morgan Stanley Wealth Management May 2013 - Present
One Way VIP Transportation November 2010 - April 2013
ECONSULTING PROJETOS E CONSULTORIA AMBIENTAL LTDA March 2006 - May 2010
Delphi December 2005 - March 2006
Petrobras August 2003 - July 2005
SYNTEKO PRODUTOS QUÍMICOS S. October 2002 - August 2003
Dana Holding Corporation December 1999 - June 2002
Skills
OSHAS 18001, ISO 14001, Iso 9000, ISO9001 Auditor, Microsoft Word, Microsoft Excel, Outlook Express, PowerPoint, Water Treatment, Environmental..., Microsoft Office, Environmental Compliance, Occupational Health, ISO, Waste Management, Sustainability, Safety Management..., Environmental Awareness, Environmental Impact...
Education
Universidade Luterana do Brasil 2008 — 2009
Master, Environmental Management
Universidade Luterana do Brasil 2004 — 2008
Bachelor, Chemistry
Colegio Dom Feliciano 1992 — 1996
Technician, Chemistry
Tyler Lemmon Tyler Lemmon's Morgan Stanley Wealth Management Experience December 2012 - July 2014
Job MBA Candidate 2016 at W.P Carey School of Business, Arizona State University
Industry Financial Services
Experience
Vanguard May 2015 - August 2015
Morgan Stanley Wealth Management December 2012 - July 2014
AXA Advisors, LLC August 2010 - December 2012
Beneficial Financial Group January 2010 - April 2010
Willis June 2009 - August 2009
Skills
Insurance, Finance, Fixed Annuities, Securities, Tax, Retirement Planning, Wealth Management, Series 7, Strategic Financial..., Investments, Mutual Funds, Retirement, Financial Analysis, Investment Advisory, Financial Modeling
Education
Arizona State University 2014 — 2016
Master of Business Administration (MBA), Financial Markets and Management, Business Analytics
Brigham Young University 2003 — 2010
Bachelors, Business
Glendora High
Glendora High
Vanguard May 2015 - August 2015
Morgan Stanley Wealth Management December 2012 - July 2014
AXA Advisors, LLC August 2010 - December 2012
Beneficial Financial Group January 2010 - April 2010
Willis June 2009 - August 2009
Skills
Insurance, Finance, Fixed Annuities, Securities, Tax, Retirement Planning, Wealth Management, Series 7, Strategic Financial..., Investments, Mutual Funds, Retirement, Financial Analysis, Investment Advisory, Financial Modeling
Education
Arizona State University 2014 — 2016
Master of Business Administration (MBA), Financial Markets and Management, Business Analytics
Brigham Young University 2003 — 2010
Bachelors, Business
Glendora High
Glendora High
Jason A. Zilveti, CPWA Jason A. Zilveti, CPWA's Morgan Stanley Wealth Management Experience April 2004 - February 2008
Job Zilveti Wealth Management Group, Senior Vice President, UBS Institutional Consulting Group, UBS Financial Services Inc.
Industry Financial Services
Experience
UBS February 2008 - Present
Morgan Stanley Wealth Management April 2004 - February 2008
Skills
Investments, Finance, Wealth Management, Investment Management, Personal Financial..., Asset Allocation, Asset Management, Financial Advisory, Portfolio Management, Retirement Planning, Wealth Management..., Wealth Preservation..., Fitness, Multi-generational..., Multi-generational..., Holistic Financial..., Financial Services, Investment Advisory, Alternative Investments, Family Wealth...
Education
The University of Chicago - Booth School of Business 2011 — 2011
Certified Private Wealth Advisor - IMCA
Arizona State University 1999 — 2003
Summa Cum Laude - Barrett Honors College
UBS February 2008 - Present
Morgan Stanley Wealth Management April 2004 - February 2008
Skills
Investments, Finance, Wealth Management, Investment Management, Personal Financial..., Asset Allocation, Asset Management, Financial Advisory, Portfolio Management, Retirement Planning, Wealth Management..., Wealth Preservation..., Fitness, Multi-generational..., Multi-generational..., Holistic Financial..., Financial Services, Investment Advisory, Alternative Investments, Family Wealth...
Education
The University of Chicago - Booth School of Business 2011 — 2011
Certified Private Wealth Advisor - IMCA
Arizona State University 1999 — 2003
Summa Cum Laude - Barrett Honors College
Dave Renko Dave Renko's Morgan Stanley Wealth Management Experience July 2013 - March 2015
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Morgan Stanley Wealth Management July 2013 - March 2015
Bank of America Merrill Lynch May 2011 - July 2013
Cannon Financial Institute May 2010 - June 2011
Morgan Stanley Smith Barney October 2006 - July 2009
Smith Barney April 2000 - November 2003
Smith Barney May 1998 - April 2000
Smith Barney August 1993 - April 1998
Skills
Investments, Management, Financial Services, Series 7, Wealth Management, Mutual Funds, Finance, Portfolio Management, Asset Management, Series 63, Strategic Financial..., Training, Business Development, Securities, Recruiting, Financial Analysis, Sales, Project Management, Staff Development, Relationship Management, New Business Development, Sourcing, Insurance, Executive Management, Retirement Planning, Equities, Financial Planning
Education
Saint Leo University 2002 — 2003
Business Management
U.S. Navy 1982 — 1987
Communications Technology/Technician
Allegheny College 1982 — 1983
Morgan Stanley March 2015 - Present
Morgan Stanley Wealth Management July 2013 - March 2015
Bank of America Merrill Lynch May 2011 - July 2013
Cannon Financial Institute May 2010 - June 2011
Morgan Stanley Smith Barney October 2006 - July 2009
Smith Barney April 2000 - November 2003
Smith Barney May 1998 - April 2000
Smith Barney August 1993 - April 1998
Skills
Investments, Management, Financial Services, Series 7, Wealth Management, Mutual Funds, Finance, Portfolio Management, Asset Management, Series 63, Strategic Financial..., Training, Business Development, Securities, Recruiting, Financial Analysis, Sales, Project Management, Staff Development, Relationship Management, New Business Development, Sourcing, Insurance, Executive Management, Retirement Planning, Equities, Financial Planning
Education
Saint Leo University 2002 — 2003
Business Management
U.S. Navy 1982 — 1987
Communications Technology/Technician
Allegheny College 1982 — 1983
Braden Karrigan's Morgan Stanley Wealth Management Experience May 2015 - Present
Job Student at Appalachian State University
Industry Banking
Experience
Morgan Stanley Wealth Management May 2015 - Present
Chapel Hill Tennis Club June 2013 - August 2013
Skills
Financial Modeling, Financial Analysis, Finance, Corporate Finance, Bloomberg, Valuation, Investment Banking, Research
Education
Appalachian State University 2012 — 2016
Finance and Banking
Morgan Stanley Wealth Management May 2015 - Present
Chapel Hill Tennis Club June 2013 - August 2013
Skills
Financial Modeling, Financial Analysis, Finance, Corporate Finance, Bloomberg, Valuation, Investment Banking, Research
Education
Appalachian State University 2012 — 2016
Finance and Banking
Dana Bitterly's Morgan Stanley Wealth Management Experience December 2012 - Present
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Accounting
Experience
Morgan Stanley Wealth Management December 2012 - Present
Morgan Stanley Wealth Management May 2011 - December 2012
American Pool Management May 2011 - August 2012
Katzen Museum StoreKatzen Art August 2011 - January 2012
Georgetown CupcakesGeorgetown, DC August 2010 - January 2011
Two River Community Bank June 2009 - December 2010
Two River Community Bank December 2008 - March 2009
Skills
Microsoft Excel, PowerPoint, Bloomberg, Microsoft Word, Web Development, Microsoft Office, Advertising, Financial Analysis, Photoshop, Facebook, Access, Social Media, Editing, Finance, Public Speaking, Research
Education
Monmouth University 2013 — 2014
Master of Business Administration (MBA), Accounting Track
American University - Kogod School of Business 2009 — 2012
Bachelor of Business Administration (B.B.A.), Accounting, Finance
Morgan Stanley Wealth Management December 2012 - Present
Morgan Stanley Wealth Management May 2011 - December 2012
American Pool Management May 2011 - August 2012
Katzen Museum StoreKatzen Art August 2011 - January 2012
Georgetown CupcakesGeorgetown, DC August 2010 - January 2011
Two River Community Bank June 2009 - December 2010
Two River Community Bank December 2008 - March 2009
Skills
Microsoft Excel, PowerPoint, Bloomberg, Microsoft Word, Web Development, Microsoft Office, Advertising, Financial Analysis, Photoshop, Facebook, Access, Social Media, Editing, Finance, Public Speaking, Research
Education
Monmouth University 2013 — 2014
Master of Business Administration (MBA), Accounting Track
American University - Kogod School of Business 2009 — 2012
Bachelor of Business Administration (B.B.A.), Accounting, Finance
Lance Antony Lance Antony's Morgan Stanley Wealth Management Experience September 2002 - December 2008
Job Vice President Investment Officer Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2008 - Present
Morgan Stanley Wealth Management September 2002 - December 2008
Skills
Financial Services, Finance, Mutual Funds, Retirement Planning, Strategy, Asset Allocation, 401k Rollovers, Fixed Income, Stock Market Analysis
Education
Adelphi University 2005 — 2006
Master of Business Administration (MBA), Finance
Drexel University 2000 — 2004
Bachelor of Science in Business Administration, Finance
Wells Fargo Advisors, LLC December 2008 - Present
Morgan Stanley Wealth Management September 2002 - December 2008
Skills
Financial Services, Finance, Mutual Funds, Retirement Planning, Strategy, Asset Allocation, 401k Rollovers, Fixed Income, Stock Market Analysis
Education
Adelphi University 2005 — 2006
Master of Business Administration (MBA), Finance
Drexel University 2000 — 2004
Bachelor of Science in Business Administration, Finance
Ramona Ching's Morgan Stanley Wealth Management Experience April 1993 - March 2009
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2009 - Present
Morgan Stanley Wealth Management April 1993 - March 2009
Skills
Wealth Management, Investments, Retirement Planning, Financial Services, Financial Advisory, Asset Allocation, Series 63, Investment Advisory, Finance, Investment Strategies, Asset Management
Education
Antioch University
Bachelor of Arts (BA)
Chaminade University of Honolulu
Master of Business Administration (MBA)
Wells Fargo Advisors March 2009 - Present
Morgan Stanley Wealth Management April 1993 - March 2009
Skills
Wealth Management, Investments, Retirement Planning, Financial Services, Financial Advisory, Asset Allocation, Series 63, Investment Advisory, Finance, Investment Strategies, Asset Management
Education
Antioch University
Bachelor of Arts (BA)
Chaminade University of Honolulu
Master of Business Administration (MBA)
Christopher J. Ascher Christopher J. Ascher's Morgan Stanley Wealth Management Experience 1985 - Present
Job Executive Director/Complex Manager
Industry Financial Services
Experience
Morgan Stanley Wealth Management 1985 - Present
Education
Augsburg College 1978 — 1981
BA, Finance
Morgan Stanley Wealth Management 1985 - Present
Education
Augsburg College 1978 — 1981
BA, Finance
Greg Kraemer Greg Kraemer's Morgan Stanley Wealth Management Experience February 2012 - August 2012
Job Client Relationship Specialist at Vanguard
Industry Financial Services
Experience
Vanguard April 2013 - Present
Morgan Stanley Wealth Management February 2012 - August 2012
Morgan Stanley Wealth Management March 2011 - February 2012
Mayo Clinic June 2009 - October 2009
Mayo Clinic June 2008 - December 2008
Skills
Series 7, Series 63, Finance, Microsoft Excel, Sales
Education
Arizona State University, W. P. Carey School of Business 2006 — 2011
Bachelor of Arts (BA), Business Communications
Vanguard April 2013 - Present
Morgan Stanley Wealth Management February 2012 - August 2012
Morgan Stanley Wealth Management March 2011 - February 2012
Mayo Clinic June 2009 - October 2009
Mayo Clinic June 2008 - December 2008
Skills
Series 7, Series 63, Finance, Microsoft Excel, Sales
Education
Arizona State University, W. P. Carey School of Business 2006 — 2011
Bachelor of Arts (BA), Business Communications
Anthony Rue Anthony Rue's Morgan Stanley Wealth Management Experience April 2013 - January 2014
Job Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Edge February 2014 - Present
Morgan Stanley Wealth Management April 2013 - January 2014
JPMorgan Chase May 2012 - April 2013
Theta Chi Fraternity January 2008 - December 2009
Skills
Microsoft Office, Inventory Management, New Business Development, Budgeting, Fundraising, Financial Analysis, Corporate Finance, Finance, Banking, Strategic Planning, Series 7, Series 66, Budgets, Sales, Social Networking, Leadership, Management, Life Insurance, Health Insurance, Variable Products
Education
Aarhus Universitet 2010 — 2010
Exchange, Business Administration
Oregon State University 2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Finance & International Business
Merrill Edge February 2014 - Present
Morgan Stanley Wealth Management April 2013 - January 2014
JPMorgan Chase May 2012 - April 2013
Theta Chi Fraternity January 2008 - December 2009
Skills
Microsoft Office, Inventory Management, New Business Development, Budgeting, Fundraising, Financial Analysis, Corporate Finance, Finance, Banking, Strategic Planning, Series 7, Series 66, Budgets, Sales, Social Networking, Leadership, Management, Life Insurance, Health Insurance, Variable Products
Education
Aarhus Universitet 2010 — 2010
Exchange, Business Administration
Oregon State University 2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Finance & International Business
Amy Pender Amy Pender's Morgan Stanley Wealth Management Experience September 2012 - May 2013
Job Financial Marketing Professional
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2012 - May 2013
APM INC 2009 - 2011
Wells Fargo Bank May 2007 - April 2009
Skills
Customer Service, Sales, Marketing, Insurance, Banking, Cold Calling, PowerPoint, Outlook, Microsoft Excel, Account Management, Event Planning, Social Media, Microsoft Word, Customer Satisfaction, Property & Casualty..., Organization, Office Management, Networking, Training
Education
Arizona State University
Bachelor of Science (B.S.), Communication, General
CPHS
Morgan Stanley Wealth Management September 2012 - May 2013
APM INC 2009 - 2011
Wells Fargo Bank May 2007 - April 2009
Skills
Customer Service, Sales, Marketing, Insurance, Banking, Cold Calling, PowerPoint, Outlook, Microsoft Excel, Account Management, Event Planning, Social Media, Microsoft Word, Customer Satisfaction, Property & Casualty..., Organization, Office Management, Networking, Training
Education
Arizona State University
Bachelor of Science (B.S.), Communication, General
CPHS
Luke D. Cohen's Morgan Stanley Wealth Management Experience May 2014 - Present
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management May 2014 - Present
Morgan Stanley Wealth Management September 2013 - November 2013
The AroundCampus Group May 2013 - August 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Ridgetree Properties, L.L.C. June 2012 - August 2012
Morgan Stanley Wealth Management June 2010 - August 2010
Skills
Microsoft Office, Communication Skills, Public Speaking, Data Entry, Organizational..., Client Prospecting, Strategic Planning, Account Management, Marketing, Outside Sales, Wealth Management..., Investment Strategies, Strategic Prospecting, Sales Prospecting, Telephone Skills, Telecommunications, Property Management, Leadership, Cold Calling, Access
Education
DePaul University 2012 — 2014
Bachelor of Arts (B.A.), Communication, General
Augustana College 2009 — 2011
Liberal Arts and Sciences/Liberal Studies
Deerfield High School 2005 — 2009
High School Diploma
Morgan Stanley Wealth Management May 2014 - Present
Morgan Stanley Wealth Management September 2013 - November 2013
The AroundCampus Group May 2013 - August 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Ridgetree Properties, L.L.C. June 2012 - August 2012
Morgan Stanley Wealth Management June 2010 - August 2010
Skills
Microsoft Office, Communication Skills, Public Speaking, Data Entry, Organizational..., Client Prospecting, Strategic Planning, Account Management, Marketing, Outside Sales, Wealth Management..., Investment Strategies, Strategic Prospecting, Sales Prospecting, Telephone Skills, Telecommunications, Property Management, Leadership, Cold Calling, Access
Education
DePaul University 2012 — 2014
Bachelor of Arts (B.A.), Communication, General
Augustana College 2009 — 2011
Liberal Arts and Sciences/Liberal Studies
Deerfield High School 2005 — 2009
High School Diploma
Erica Chafkin's Morgan Stanley Wealth Management Experience September 2005 - Present
Job Senior Registered Sales Assistant
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2005 - Present
ActivePrime, Inc. June 2004 - August 2004
Citbank, N.A. January 2002 - August 2003
Citibank, N.A. November 1996 - December 2001
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2005
MBA, Marketing
Barnard College 1992 — 1996
B.A., Psychology
Morgan Stanley Wealth Management September 2005 - Present
ActivePrime, Inc. June 2004 - August 2004
Citbank, N.A. January 2002 - August 2003
Citibank, N.A. November 1996 - December 2001
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2005
MBA, Marketing
Barnard College 1992 — 1996
B.A., Psychology
C Phanikishore's Morgan Stanley Wealth Management Experience 2007 - Present
Job Vice President, GWM, MorganStanley
Industry Computer Software
Experience
Morgan Stanley Wealth Management 2007 - Present
VR Systems August 2000 - April 2007
Credit Suisse 2004 - 2007
Digital Equipment Corporation 1997 - 2000
Education
Bangalore University 1992 — 1996
Morgan Stanley Wealth Management 2007 - Present
VR Systems August 2000 - April 2007
Credit Suisse 2004 - 2007
Digital Equipment Corporation 1997 - 2000
Education
Bangalore University 1992 — 1996
Christine Isip's Morgan Stanley Wealth Management Experience June 2006 - November 2010
Job Senior Registered Client Service Associate
Industry Financial Services
Experience
UBS Financial Services, Inc. November 2010 - Present
Morgan Stanley Wealth Management June 2006 - November 2010
Wells Fargo Investments February 2005 - May 2006
Education
Azusa Pacific University 2001 — 2004
Bachelor of Science, International Business
International Business Institute 2004 — 2004
UBS Financial Services, Inc. November 2010 - Present
Morgan Stanley Wealth Management June 2006 - November 2010
Wells Fargo Investments February 2005 - May 2006
Education
Azusa Pacific University 2001 — 2004
Bachelor of Science, International Business
International Business Institute 2004 — 2004
James Augir's Morgan Stanley Wealth Management Experience November 2005 - August 2015
Job Executive Director, Alternative Investments Product Development and Management at UBS
Industry Investment Management
Experience
UBS September 2015 - Present
Morgan Stanley Wealth Management November 2005 - August 2015
Strategic Resources Corporation February 1998 - January 2005
NatWest Markets March 1995 - December 1997
Skills
Alternative Investments, Hedge Funds, Investor Relations, Investment Strategies, Due Diligence, Capital Markets, Real Estate Investment, Equity Capital Markets, Investment Properties, Structuring, Asset Managment, Private Equity
Education
Babson College
BS, Finance, Economics
UBS September 2015 - Present
Morgan Stanley Wealth Management November 2005 - August 2015
Strategic Resources Corporation February 1998 - January 2005
NatWest Markets March 1995 - December 1997
Skills
Alternative Investments, Hedge Funds, Investor Relations, Investment Strategies, Due Diligence, Capital Markets, Real Estate Investment, Equity Capital Markets, Investment Properties, Structuring, Asset Managment, Private Equity
Education
Babson College
BS, Finance, Economics
Timothy Swiat's Morgan Stanley Wealth Management Experience August 2011 - Present
Job Executive Director, Regional Risk Officer
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2011 - Present
Morgan Stanley Smith Barney April 2005 - August 2011
Genworth Financial Planning Group September 2001 - April 2005
Web Street Securities March 2000 - September 2001
Prudential Financial May 1999 - January 2000
Augustana College 1995 - 1999
Skills
Insurance, Accident, FINRA, Financial Services, Licensing, Futures, Options Strategies, Auditing, Compliance, Series 7, Series 24, Public Speaking, Business Strategy, Operations Management, Risk Management, Leadership Development, Change Management, Project Management, Alternative Investments, Investment Advisory, Internal Controls, Securities, Series 63, Series 65
Education
Lake Forest Graduate School of Management 2009 — 2011
MBA, General Management
Augustana College 1995 — 1999
Bachelor of Science, Business Administration: Finance and Marketing
Carmel Catholic High School 1992 — 1995
Morgan Stanley Wealth Management August 2011 - Present
Morgan Stanley Smith Barney April 2005 - August 2011
Genworth Financial Planning Group September 2001 - April 2005
Web Street Securities March 2000 - September 2001
Prudential Financial May 1999 - January 2000
Augustana College 1995 - 1999
Skills
Insurance, Accident, FINRA, Financial Services, Licensing, Futures, Options Strategies, Auditing, Compliance, Series 7, Series 24, Public Speaking, Business Strategy, Operations Management, Risk Management, Leadership Development, Change Management, Project Management, Alternative Investments, Investment Advisory, Internal Controls, Securities, Series 63, Series 65
Education
Lake Forest Graduate School of Management 2009 — 2011
MBA, General Management
Augustana College 1995 — 1999
Bachelor of Science, Business Administration: Finance and Marketing
Carmel Catholic High School 1992 — 1995
Pradeep Sundaram's Morgan Stanley Wealth Management Experience April 2014 - Present
Job VP Senior Enterprise Architect, Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley Wealth Management April 2014 - Present
Merrill Lynch March 2006 - April 2014
Professional Access 1997 - 2004
Education
Stevens Institute of Technology 2007 — 2010
M.S, Technology Management
Anna University 1991 — 1995
B.S, Electrical and Electronics Engineering
v.v.v.school
Morgan Stanley Wealth Management April 2014 - Present
Merrill Lynch March 2006 - April 2014
Professional Access 1997 - 2004
Education
Stevens Institute of Technology 2007 — 2010
M.S, Technology Management
Anna University 1991 — 1995
B.S, Electrical and Electronics Engineering
v.v.v.school
Nancy Metivier Falco's Morgan Stanley Wealth Management Experience May 2000 - Present
Job Assistant Vice President Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2000 - Present
Skills
Series 7, Investments, Equities, Financial Analysis, Asset Managment, Series 63, Mutual Funds, Financial Modeling, Asset Allocation, Wealth Management, Fixed Income, Portfolio Management, Securities, Investment Advisory
Education
Babson College 1994 — 1998
Morgan Stanley Wealth Management May 2000 - Present
Skills
Series 7, Investments, Equities, Financial Analysis, Asset Managment, Series 63, Mutual Funds, Financial Modeling, Asset Allocation, Wealth Management, Fixed Income, Portfolio Management, Securities, Investment Advisory
Education
Babson College 1994 — 1998
Gina DeBona, MBA's Morgan Stanley Wealth Management Experience November 2007 - Present
Job Director, Human Resources Generalist Morgan Stanley Wealth Management
Industry Human Resources
Experience
Morgan Stanley Wealth Management November 2007 - Present
Morgan Stanley Smith Barney June 2011 - September 2012
Morgan Stanley Smith Barney November 2007 - June 2011
SunTrust Bank February 1999 - October 2007
Skills
Employee Relations, Performance Management, Human Resources, Training, Personnel Management, Employment Law, Applicant Tracking..., Coaching, PeopleSoft, Staff Development, Succession Planning, Onboarding, Employee Engagement, Employee Benefits, Management, Workforce Planning, Talent Acquisition, Talent Management, HRIS, Policy, FMLA, Recruiting, Taleo, New Hire Orientations, HR Policies, Workday, Risk Management, Workers Compensation, Project Management, Project Planning, Event Planning
Education
Ashford University 2012 — 2013
Master of Business Administration (MBA), Project Management, 3.92 GPA
Kennesaw State University - Michael J. Coles College of Business 1997 — 2000
B.B.A., Human Resources Management
Morgan Stanley Wealth Management November 2007 - Present
Morgan Stanley Smith Barney June 2011 - September 2012
Morgan Stanley Smith Barney November 2007 - June 2011
SunTrust Bank February 1999 - October 2007
Skills
Employee Relations, Performance Management, Human Resources, Training, Personnel Management, Employment Law, Applicant Tracking..., Coaching, PeopleSoft, Staff Development, Succession Planning, Onboarding, Employee Engagement, Employee Benefits, Management, Workforce Planning, Talent Acquisition, Talent Management, HRIS, Policy, FMLA, Recruiting, Taleo, New Hire Orientations, HR Policies, Workday, Risk Management, Workers Compensation, Project Management, Project Planning, Event Planning
Education
Ashford University 2012 — 2013
Master of Business Administration (MBA), Project Management, 3.92 GPA
Kennesaw State University - Michael J. Coles College of Business 1997 — 2000
B.B.A., Human Resources Management
Kathy Guzar's Morgan Stanley Wealth Management Experience September 2012 - Present
Job VP at Morgan Stanley Wealth Management
Industry Computer Software
Experience
Morgan Stanley Wealth Management September 2012 - Present
Smith Barney June 2009 - September 2012
Citigroup June 2005 - June 2009
Skills
Fixed Income, Equities, SDLC, Database Design, Risk Management, Structured Products, Development Applications, Alternative Investments, Financial Services, Bloomberg, Securities, Options, Wealth Management, Mutual Funds, Hedge Funds
Education
Odessa State Environmental University
Master's degree
Morgan Stanley Wealth Management September 2012 - Present
Smith Barney June 2009 - September 2012
Citigroup June 2005 - June 2009
Skills
Fixed Income, Equities, SDLC, Database Design, Risk Management, Structured Products, Development Applications, Alternative Investments, Financial Services, Bloomberg, Securities, Options, Wealth Management, Mutual Funds, Hedge Funds
Education
Odessa State Environmental University
Master's degree
Henry Grinberg's Morgan Stanley Wealth Management Experience May 2009 - Present
Job Senior Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2009 - Present
UBS Financial Services October 2002 - May 2009
GreenMountain Aggressive Growth Fund 1995 - 2000
Skills
Wealth Managent, Wealth..., Investments, Wealth Management, Estate Planning, Financial Advisory, Investment Advisory, Portfolio Management, Retirement Planning, Wealth, Asset Managment, Strategic Financial..., Management, Insurance, Securities, Asset Management, Series 7, Mutual Funds, Finance, Fixed Income, Alternative Investments, Equities
Education
Gomel'ski Dzjaržauny Universitet imja Franciska Skarany 1971 — 1976
MS in Math, Mathematics
Morgan Stanley Wealth Management May 2009 - Present
UBS Financial Services October 2002 - May 2009
GreenMountain Aggressive Growth Fund 1995 - 2000
Skills
Wealth Managent, Wealth..., Investments, Wealth Management, Estate Planning, Financial Advisory, Investment Advisory, Portfolio Management, Retirement Planning, Wealth, Asset Managment, Strategic Financial..., Management, Insurance, Securities, Asset Management, Series 7, Mutual Funds, Finance, Fixed Income, Alternative Investments, Equities
Education
Gomel'ski Dzjaržauny Universitet imja Franciska Skarany 1971 — 1976
MS in Math, Mathematics
Kevin McDougall's Morgan Stanley Wealth Management Experience May 2010 - August 2011
Job Financial Advisor Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 2013 - Present
Morgan Stanley Wealth Management May 2010 - August 2011
CA Inc July 2007 - February 2010
Eracent March 2005 - August 2007
LANDesk Software September 2000 - January 2005
Network General - Network Associates April 1995 - August 2000
Inacom Information Systems November 1990 - March 1995
ComputerLand June 1987 - November 1990
Skills
Retirement Planning, Stocks, Bonds, Financial Markets, Enterprise Software, Business Development, Strategy, Sales Operations, Business Alliances, Partner Management, SaaS, Cloud Computing, Professional Services, Program Management, Channel Partners, Strategic Partnerships, Account Management, Solution Selling
Education
Ball State University - College of Business 1983 — 1987
Bachelor of Science, Finanace
Ball State University
B.S, Finance; Financial Institutions
BHS
Wells Fargo Advisors, LLC March 2013 - Present
Morgan Stanley Wealth Management May 2010 - August 2011
CA Inc July 2007 - February 2010
Eracent March 2005 - August 2007
LANDesk Software September 2000 - January 2005
Network General - Network Associates April 1995 - August 2000
Inacom Information Systems November 1990 - March 1995
ComputerLand June 1987 - November 1990
Skills
Retirement Planning, Stocks, Bonds, Financial Markets, Enterprise Software, Business Development, Strategy, Sales Operations, Business Alliances, Partner Management, SaaS, Cloud Computing, Professional Services, Program Management, Channel Partners, Strategic Partnerships, Account Management, Solution Selling
Education
Ball State University - College of Business 1983 — 1987
Bachelor of Science, Finanace
Ball State University
B.S, Finance; Financial Institutions
BHS
Courtney E. Allen's Morgan Stanley Wealth Management Experience April 2010 - November 2012
Job Senior Financial Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management November 2012 - Present
Morgan Stanley Wealth Management April 2010 - November 2012
The Vanguard Group October 2008 - April 2010
Skills
Series 7, Series 66, Investment Advisory, Wealth Management..., Finance, Financial Advisory, Pensions, CRM, Investment Strategies, Equities, Training, Hedge Funds, Fixed Income
Education
Arizona State University - W. P. Carey School of Business 2004 — 2008
Bachelor of Science
RBC Wealth Management November 2012 - Present
Morgan Stanley Wealth Management April 2010 - November 2012
The Vanguard Group October 2008 - April 2010
Skills
Series 7, Series 66, Investment Advisory, Wealth Management..., Finance, Financial Advisory, Pensions, CRM, Investment Strategies, Equities, Training, Hedge Funds, Fixed Income
Education
Arizona State University - W. P. Carey School of Business 2004 — 2008
Bachelor of Science
Sanjay Menon's Morgan Stanley Wealth Management Experience January 2010 - Present
Job Technical Associate at Morgan Stanley Wealth Management
Industry Computer Software
Experience
Morgan Stanley Wealth Management January 2010 - Present
Morgan Stanley Smith Barney June 2009 - January 2010
Citi August 2007 - June 2009
Skills
SDLC, DB2, SQL, Business Analysis, Requirements Analysis, Unix, Data Warehousing, ETL, Requirements Gathering, Software Project..., Unix Shell Scripting, Agile Methodologies, SharePoint, Quality Center, Java Enterprise Edition, Software Development, Scrum, Java, Agile Project Management, IT Management, Programming
Education
Fairleigh Dickinson University 2005 — 2007
M.S, Computer Science
Anna University 2001 — 2005
B.E, Computer Science
Jawahar Vidyalaya
Morgan Stanley Wealth Management January 2010 - Present
Morgan Stanley Smith Barney June 2009 - January 2010
Citi August 2007 - June 2009
Skills
SDLC, DB2, SQL, Business Analysis, Requirements Analysis, Unix, Data Warehousing, ETL, Requirements Gathering, Software Project..., Unix Shell Scripting, Agile Methodologies, SharePoint, Quality Center, Java Enterprise Edition, Software Development, Scrum, Java, Agile Project Management, IT Management, Programming
Education
Fairleigh Dickinson University 2005 — 2007
M.S, Computer Science
Anna University 2001 — 2005
B.E, Computer Science
Jawahar Vidyalaya
Amanda Raney's Morgan Stanley Wealth Management Experience April 2013 - Present
Job VP; Associate Complex Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2015 - Present
Morgan Stanley Wealth Management April 2013 - Present
Merrill Lynch May 2011 - February 2013
LEAD for Women Virtual Chapter May 2011 - May 2012
Bank of America July 2010 - January 2012
Envision 20/20 "Recruitable Communities" Initiative June 2010 - June 2011
Bank of America February 2010 - June 2011
River Region United Way June 2009 - June 2011
Merrill Lynch Global Wealth Management August 2006 - May 2011
River Region Health Information Exchange Initiative January 2010 - December 2010
Skills
Program Management, Performance Management, Leadership Development, Fundraising, Strategy, Customer Experience, Leadership, Business Planning, Sales Management
Education
Auburn University at Montgomery 2008 — 2013
MBA
Jacksonville University 2005 — 2006
BBA
Huntingdon College 2001 — 2003
Morgan Stanley April 2015 - Present
Morgan Stanley Wealth Management April 2013 - Present
Merrill Lynch May 2011 - February 2013
LEAD for Women Virtual Chapter May 2011 - May 2012
Bank of America July 2010 - January 2012
Envision 20/20 "Recruitable Communities" Initiative June 2010 - June 2011
Bank of America February 2010 - June 2011
River Region United Way June 2009 - June 2011
Merrill Lynch Global Wealth Management August 2006 - May 2011
River Region Health Information Exchange Initiative January 2010 - December 2010
Skills
Program Management, Performance Management, Leadership Development, Fundraising, Strategy, Customer Experience, Leadership, Business Planning, Sales Management
Education
Auburn University at Montgomery 2008 — 2013
MBA
Jacksonville University 2005 — 2006
BBA
Huntingdon College 2001 — 2003
Brad Gamblin's Morgan Stanley Wealth Management Experience November 2004 - Present
Job Second Vice President, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2004 - Present
Skills
Series 7, Retirement Planning, Mutual Funds, Strategic Financial..., Estate Planning, Investments, Series 65, Portfolio Management, 529 Plans, 401k Rollovers, Uniform Combined State..., Financial Services, Asset Allocation, Separately Managed..., 401k, Public Speaking, Leadership, Marketing, Microsoft Office, Financial Planning, Strategic Planning
Education
Adams State University 1975 — 1980
BS, Business Administration
Morgan Stanley Wealth Management November 2004 - Present
Skills
Series 7, Retirement Planning, Mutual Funds, Strategic Financial..., Estate Planning, Investments, Series 65, Portfolio Management, 529 Plans, 401k Rollovers, Uniform Combined State..., Financial Services, Asset Allocation, Separately Managed..., 401k, Public Speaking, Leadership, Marketing, Microsoft Office, Financial Planning, Strategic Planning
Education
Adams State University 1975 — 1980
BS, Business Administration
Dana DiVergilio's Morgan Stanley Wealth Management Experience April 2014 - Present
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2014 - Present
Alliance Benefit Group of Michigan April 2013 - April 2014
Huntington Investment Company April 2005 - April 2013
Countrywide Full Spectrum Lending March 2003 - April 2005
Skills
Banking, Loans, Wealth Management, Negotiation, Portfolio Management, Investments, Asset Management, Account Management, Relationship Management, Mutual Funds, Credit, Commercial Banking, Capital Markets, Financial Services, Business Development, Commercial Lending, Small Business Lending, Risk Management, Financial Analysis
Education
Adrian College 1997 — 2001
BS, Psychology
Morgan Stanley Wealth Management April 2014 - Present
Alliance Benefit Group of Michigan April 2013 - April 2014
Huntington Investment Company April 2005 - April 2013
Countrywide Full Spectrum Lending March 2003 - April 2005
Skills
Banking, Loans, Wealth Management, Negotiation, Portfolio Management, Investments, Asset Management, Account Management, Relationship Management, Mutual Funds, Credit, Commercial Banking, Capital Markets, Financial Services, Business Development, Commercial Lending, Small Business Lending, Risk Management, Financial Analysis
Education
Adrian College 1997 — 2001
BS, Psychology
Erik H Hansson's Morgan Stanley Wealth Management Experience January 2012 - Present
Job Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2012 - Present
Citi February 2006 - January 2012
Skills
Asset Management, Financial Services, Portfolio Management, Securities, Mutual Funds, Series 7, Investments, Capital Markets, Series 63, Risk Management, Equities, Hedge Funds, Financial Analysis, FINRA, Alternative Investments, Fixed Income, Asset Allocation, Wealth Management, Loans, Operational Risk, Process Improvement, Banking, Investment Advisory
Education
Arizona State University 1992 — 1996
BS, Business
Morgan Stanley Wealth Management January 2012 - Present
Citi February 2006 - January 2012
Skills
Asset Management, Financial Services, Portfolio Management, Securities, Mutual Funds, Series 7, Investments, Capital Markets, Series 63, Risk Management, Equities, Hedge Funds, Financial Analysis, FINRA, Alternative Investments, Fixed Income, Asset Allocation, Wealth Management, Loans, Operational Risk, Process Improvement, Banking, Investment Advisory
Education
Arizona State University 1992 — 1996
BS, Business
Ben Baumberger's Morgan Stanley Wealth Management Experience October 2011 - Present
Job Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2011 - Present
Morgan Stanley Smith Barney November 2009 - August 2011
Skills
Financial Analysis, Financial Modeling, Accounting, Tax, Account Reconciliation, Auditing, General Ledger, Access, Accounts Payable, Microsoft Excel, QuickBooks, Analysis, Mutual Funds, Series 7, Accruals, Strategic Financial..., Alternative Investments, Outlook, PowerPoint, Bloomberg
Education
The Ohio State University 2003 — 2008
B.S.B.A, Finance
Università degli Studi di Lecce 2007 — 2007
Minor, Italian Language
Morgan Stanley Wealth Management October 2011 - Present
Morgan Stanley Smith Barney November 2009 - August 2011
Skills
Financial Analysis, Financial Modeling, Accounting, Tax, Account Reconciliation, Auditing, General Ledger, Access, Accounts Payable, Microsoft Excel, QuickBooks, Analysis, Mutual Funds, Series 7, Accruals, Strategic Financial..., Alternative Investments, Outlook, PowerPoint, Bloomberg
Education
The Ohio State University 2003 — 2008
B.S.B.A, Finance
Università degli Studi di Lecce 2007 — 2007
Minor, Italian Language
John Creeron's Morgan Stanley Wealth Management Experience November 1983 - 2005
Job financial advisor at Raymond James
Industry Financial Services
Experience
Raymond James Financial Services Inc. Member FINRA/SIPC August 2005 - Present
Morgan Stanley Wealth Management November 1983 - 2005
Skills
Series 7, Asset Allocation, Wealth Management, Retirement Planning, Portfolio Management, Series 63, Investment Strategies, Investments, Equities, Alternative Investments, IRAs, 401k, Asset Management, Fixed Income, Pensions, Strategic Planning, Customer Service, Investment Advisory, Microsoft Excel, Microsoft Office
Education
Adelphi Univ. 1980 — 1982
MBA, Business, Management, Marketing, and Related Support Services
Adelphi University 1978 — 1982
Master of Business Administration (MBA), Finance, General
Adelphi University 1978 — 1982
Master of Business Administration (MBA), Finance, General
Raymond James Financial Services Inc. Member FINRA/SIPC August 2005 - Present
Morgan Stanley Wealth Management November 1983 - 2005
Skills
Series 7, Asset Allocation, Wealth Management, Retirement Planning, Portfolio Management, Series 63, Investment Strategies, Investments, Equities, Alternative Investments, IRAs, 401k, Asset Management, Fixed Income, Pensions, Strategic Planning, Customer Service, Investment Advisory, Microsoft Excel, Microsoft Office
Education
Adelphi Univ. 1980 — 1982
MBA, Business, Management, Marketing, and Related Support Services
Adelphi University 1978 — 1982
Master of Business Administration (MBA), Finance, General
Adelphi University 1978 — 1982
Master of Business Administration (MBA), Finance, General
Armand Bryant's Morgan Stanley Wealth Management Experience 2013 - December 2014
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge 2015 - Present
Morgan Stanley Wealth Management 2013 - December 2014
Ashford University 2011 - 2013
Ashford University 2010 - 2011
Morgan Stanley Smith Barney 2007 - 2010
Morgan Stanley Smith Barney 2006 - 2010
Delta Air Lines 2005 - 2006
Skills
Leadership, Customer Service, Financial Services, Financial Statements, Financial Markets, Default Prevention, Investment Advisory, Microsoft Office, Process Improvement, Series 7, Series 66, Data Analysis, Brokerage Operations, Trading Systems, FX trading, Project Management, Unix, Technical Support, Windows Server, Time Management, Microsoft Excel, Investments, Finance
Education
Ashford University 2010 — 2012
MBA
North Carolina Agricultural and Technical State University 2001 — 2006
BS
Mt. Carmel High School
Merrill Edge 2015 - Present
Morgan Stanley Wealth Management 2013 - December 2014
Ashford University 2011 - 2013
Ashford University 2010 - 2011
Morgan Stanley Smith Barney 2007 - 2010
Morgan Stanley Smith Barney 2006 - 2010
Delta Air Lines 2005 - 2006
Skills
Leadership, Customer Service, Financial Services, Financial Statements, Financial Markets, Default Prevention, Investment Advisory, Microsoft Office, Process Improvement, Series 7, Series 66, Data Analysis, Brokerage Operations, Trading Systems, FX trading, Project Management, Unix, Technical Support, Windows Server, Time Management, Microsoft Excel, Investments, Finance
Education
Ashford University 2010 — 2012
MBA
North Carolina Agricultural and Technical State University 2001 — 2006
BS
Mt. Carmel High School
Bill Charamut, MBA, CRPC®'s Morgan Stanley Wealth Management Experience August 2013 - October 2013
Job Life Internal Wholesaler at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group November 2014 - Present
Voya Financial September 2014 - November 2014
ING U.S. October 2013 - September 2014
US Army March 2006 - August 2014
Morgan Stanley Wealth Management August 2013 - October 2013
Skills
Army, Leadership, Training, Military Experience, Retirement Planning, Retirement, Mutual Funds, Investments, Organizational..., Series 6, Securities, FINRA, 401k, Defined Contribution, 403 b, 457 Plans, 401k Rollovers, Qualified Retirement..., Series 63, IRAs, Finance, Asset Allocation, Investment Strategies, Employee Benefits, Portfolio Management, Salesforce.com, Team Leadership, Team Building
Education
Southern New Hampshire University 2015 — 2017
M.S.F., Masters of Science in Finance
American Public University 2012 — 2014
M.B.A., Global Business Management
University of New Hampshire 2001 — 2005
B.S., Marine and Freshwater Biology
MassMutual Financial Group November 2014 - Present
Voya Financial September 2014 - November 2014
ING U.S. October 2013 - September 2014
US Army March 2006 - August 2014
Morgan Stanley Wealth Management August 2013 - October 2013
Skills
Army, Leadership, Training, Military Experience, Retirement Planning, Retirement, Mutual Funds, Investments, Organizational..., Series 6, Securities, FINRA, 401k, Defined Contribution, 403 b, 457 Plans, 401k Rollovers, Qualified Retirement..., Series 63, IRAs, Finance, Asset Allocation, Investment Strategies, Employee Benefits, Portfolio Management, Salesforce.com, Team Leadership, Team Building
Education
Southern New Hampshire University 2015 — 2017
M.S.F., Masters of Science in Finance
American Public University 2012 — 2014
M.B.A., Global Business Management
University of New Hampshire 2001 — 2005
B.S., Marine and Freshwater Biology
Frank DiLalla's Morgan Stanley Wealth Management Experience August 1995 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 1995 - Present
Education
Baldwin Wallace University 1990 — 1994
Morgan Stanley Wealth Management August 1995 - Present
Education
Baldwin Wallace University 1990 — 1994
Cathy Quick's Morgan Stanley Wealth Management Experience March 1999 - June 2002
Job Client Associate at Merrill Lynch
Industry Banking
Experience
Merrill Lynch July 2012 - Present
Sea Island Bank October 2006 - October 2010
Wells Fargo Financial April 2003 - October 2006
Wells Fargo 2003 - 2006
Morgan Stanley Wealth Management March 1999 - June 2002
Barnett Bank April 1997 - February 1999
Skills
Customer Service, Banking, Credit, Microsoft Office, Real Estate, Social Media Marketing, Mergers, Process Improvement, Leadership, Sales, Team Building, Customer Satisfaction, Training, Team Leadership, Customer Retention, Customer Engagement, Microsoft Excel, Mail Merge, Loans
Education
American Airlines Stewardess College 1968 — 1968
Flight Attendant, Flight Attendant
The University of Georgia 1964 — 1968
Bachelor of Science, Interior Design/Art
Armstrong Atlantic State University 1964 — 1965
Merrill Lynch July 2012 - Present
Sea Island Bank October 2006 - October 2010
Wells Fargo Financial April 2003 - October 2006
Wells Fargo 2003 - 2006
Morgan Stanley Wealth Management March 1999 - June 2002
Barnett Bank April 1997 - February 1999
Skills
Customer Service, Banking, Credit, Microsoft Office, Real Estate, Social Media Marketing, Mergers, Process Improvement, Leadership, Sales, Team Building, Customer Satisfaction, Training, Team Leadership, Customer Retention, Customer Engagement, Microsoft Excel, Mail Merge, Loans
Education
American Airlines Stewardess College 1968 — 1968
Flight Attendant, Flight Attendant
The University of Georgia 1964 — 1968
Bachelor of Science, Interior Design/Art
Armstrong Atlantic State University 1964 — 1965
Patricia M. Landau's Morgan Stanley Wealth Management Experience April 2005 - May 2013
Job Executive Director at UBS Financial Services
Industry Financial Services
Experience
UBS May 2013 - Present
Morgan Stanley Wealth Management April 2005 - May 2013
Smith Barney April 1998 - April 2005
Smith Barney Shearson April 1988 - April 1998
Skills
Series 7, 24 and 63;..., Life Insurance, Term Life Insurance, Long Term Care Insurance, Business Development, Executive Reporting, Mergers & Acquisitions, Operational Excellence, Financial Reporting
Education
Adelphi University
Business Administration
Queen's College
Bachelor of Arts, Economics and Sociology
UBS May 2013 - Present
Morgan Stanley Wealth Management April 2005 - May 2013
Smith Barney April 1998 - April 2005
Smith Barney Shearson April 1988 - April 1998
Skills
Series 7, 24 and 63;..., Life Insurance, Term Life Insurance, Long Term Care Insurance, Business Development, Executive Reporting, Mergers & Acquisitions, Operational Excellence, Financial Reporting
Education
Adelphi University
Business Administration
Queen's College
Bachelor of Arts, Economics and Sociology
Allison Deacon's Morgan Stanley Wealth Management Experience September 2012 - May 2013
Job Allstate, Financial Consultant
Industry Information Technology and Services
Experience
Allstate January 2015 - Present
Allstate July 2013 - December 2014
Morgan Stanley Wealth Management September 2012 - May 2013
NCA Financial Planners August 2011 - August 2012
The Club at Hillbrook April 2008 - 2011
Skills
Strategy, Management, Corporate Finance, Finance, Social Media, Budgets, Mergers & Acquisitions, Market Research, Portfolio Management, Financial Analysis, Financial Modeling, Investments, Entrepreneurship, PowerPoint, Microsoft Excel, Pivot Tables, Business Strategy, Data Analysis, Leadership
Education
The Ohio State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
The Ohio State University - The Max M. Fisher College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, 3.5/4.0
Audencia Nantes Ecole de Management
European Union, International Marketing, EU Law
Notre Dame Cathedral Latin High School
Allstate January 2015 - Present
Allstate July 2013 - December 2014
Morgan Stanley Wealth Management September 2012 - May 2013
NCA Financial Planners August 2011 - August 2012
The Club at Hillbrook April 2008 - 2011
Skills
Strategy, Management, Corporate Finance, Finance, Social Media, Budgets, Mergers & Acquisitions, Market Research, Portfolio Management, Financial Analysis, Financial Modeling, Investments, Entrepreneurship, PowerPoint, Microsoft Excel, Pivot Tables, Business Strategy, Data Analysis, Leadership
Education
The Ohio State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
The Ohio State University - The Max M. Fisher College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, 3.5/4.0
Audencia Nantes Ecole de Management
European Union, International Marketing, EU Law
Notre Dame Cathedral Latin High School
Jeffrey Rowland's Morgan Stanley Wealth Management Experience July 2013 - June 2014
Job Wealth Manager at BB&T Investmentments
Industry Investment Management
Experience
BB&T Investments June 2014 - Present
Morgan Stanley Wealth Management July 2013 - June 2014
Merrill Lynch September 2012 - July 2013
Butler Auto Group December 2010 - December 2011
Sonny's Bar-B-Q June 1997 - June 2008
Skills
Marketing, Strategy Development, Real Estate Development, Corporate Branding, Operations Management, Franchisee Management, Corporate Finance, Product Development, Training & Development, Trade Associations, Advertising, Radio Advertising, Promotional Design, Promotions, Promotion Planning, Merchandising, Merchandising Strategies, Planograms, Purchasing, Real Estate Financing, Bank Financing, Retail Site Selection, Site Selection, Franchising, Marketing Strategy, Team Building, Restaurants, Hospitality, Location Intelligence, Leadership, Food, Employee Training, Finance, Strategy, Investments, Investment Properties, Strategic Financial..., Wealth Preservation..., Multi-generational..., Stock Market
Education
Auburn University 1982 — 1986
Bachelor of Science (B.S.), Finance
Mercer University - Stetson School of Business and Economics 1992 — 1992
MBA, Marketing
University of Florida 1981 — 1982
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
BB&T Investments June 2014 - Present
Morgan Stanley Wealth Management July 2013 - June 2014
Merrill Lynch September 2012 - July 2013
Butler Auto Group December 2010 - December 2011
Sonny's Bar-B-Q June 1997 - June 2008
Skills
Marketing, Strategy Development, Real Estate Development, Corporate Branding, Operations Management, Franchisee Management, Corporate Finance, Product Development, Training & Development, Trade Associations, Advertising, Radio Advertising, Promotional Design, Promotions, Promotion Planning, Merchandising, Merchandising Strategies, Planograms, Purchasing, Real Estate Financing, Bank Financing, Retail Site Selection, Site Selection, Franchising, Marketing Strategy, Team Building, Restaurants, Hospitality, Location Intelligence, Leadership, Food, Employee Training, Finance, Strategy, Investments, Investment Properties, Strategic Financial..., Wealth Preservation..., Multi-generational..., Stock Market
Education
Auburn University 1982 — 1986
Bachelor of Science (B.S.), Finance
Mercer University - Stetson School of Business and Economics 1992 — 1992
MBA, Marketing
University of Florida 1981 — 1982
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Allyson Martinez's Morgan Stanley Wealth Management Experience September 2012 - November 2012
Job Client Service Associate at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial November 2014 - Present
Ogilvy & Mather May 2013 - November 2014
UBS February 2013 - May 2013
Merrill Lynch November 2012 - February 2013
Morgan Stanley Wealth Management September 2012 - November 2012
Venture Business Research July 2012 - August 2012
Nor'wood Development May 2011 - August 2011
Peak Vista Community Health Centers May 2009 - August 2009
UNITED STATES AIR FORCE ACADEMY May 2008 - August 2008
Education
Augustana College 2009 — 2013
BA, Economics, Finance, Accounting
Mesirow Financial November 2014 - Present
Ogilvy & Mather May 2013 - November 2014
UBS February 2013 - May 2013
Merrill Lynch November 2012 - February 2013
Morgan Stanley Wealth Management September 2012 - November 2012
Venture Business Research July 2012 - August 2012
Nor'wood Development May 2011 - August 2011
Peak Vista Community Health Centers May 2009 - August 2009
UNITED STATES AIR FORCE ACADEMY May 2008 - August 2008
Education
Augustana College 2009 — 2013
BA, Economics, Finance, Accounting
Jessica Rivetz's Morgan Stanley Wealth Management Experience June 2010 - August 2010
Job Master's in Healthcare Management, and M.D. Candidate
Industry Hospital & Health Care
Experience
Schenectady Free Health Clinic January 2014 - Present
Union College Jazz Ensemble April 2011 - Present
Union College Writing Center September 2013 - June 2014
Sociology Department Newsletter September 2011 - June 2014
Union College Jazz Ensemble April 2011 - June 2014
MEDLIFE September 2011 - May 2013
NYU Langone Medical Center June 2012 - July 2012
Colon & Rectal Surgical, a Div. of ProHEALTH Care Associates July 2011 - August 2011
Cardiovascular Consultants of Long Island July 2011 - August 2011
Morgan Stanley Wealth Management June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Teamwork, Public Speaking, Microsoft Publisher, SPSS, Hospitals, French Horn, JMP, Team Building, Community Outreach, Event Planning, Healthcare
Education
Albany Medical College 2014 — 2018
Doctor of Medicine (M.D.)
Union Graduate College 2010 — 2014
Master of Science (M.S.), Health/Health Care Administration/Management
Union College 2010 — 2014
Bachelor of Science (B.S.), Biology/Biological Sciences, Sociology
Half Hollow Hills High School West 2006 — 2010
Schenectady Free Health Clinic January 2014 - Present
Union College Jazz Ensemble April 2011 - Present
Union College Writing Center September 2013 - June 2014
Sociology Department Newsletter September 2011 - June 2014
Union College Jazz Ensemble April 2011 - June 2014
MEDLIFE September 2011 - May 2013
NYU Langone Medical Center June 2012 - July 2012
Colon & Rectal Surgical, a Div. of ProHEALTH Care Associates July 2011 - August 2011
Cardiovascular Consultants of Long Island July 2011 - August 2011
Morgan Stanley Wealth Management June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Teamwork, Public Speaking, Microsoft Publisher, SPSS, Hospitals, French Horn, JMP, Team Building, Community Outreach, Event Planning, Healthcare
Education
Albany Medical College 2014 — 2018
Doctor of Medicine (M.D.)
Union Graduate College 2010 — 2014
Master of Science (M.S.), Health/Health Care Administration/Management
Union College 2010 — 2014
Bachelor of Science (B.S.), Biology/Biological Sciences, Sociology
Half Hollow Hills High School West 2006 — 2010
Kyle Gietzen's Morgan Stanley Wealth Management Experience June 2012 - May 2013
Job Valuation Services Analyst at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps July 2014 - Present
Duff & Phelps June 2013 - August 2013
Morgan Stanley Wealth Management June 2012 - May 2013
Morton Financial April 2011 - July 2011
Memor-key December 2010 - May 2011
Skills
Bloomberg Terminal, Finance, Portfolio Management, Microsoft Excel, Asset Allocation, Bloomberg, Financial Modeling, Capital IQ, Financial Analysis, Wealth Management, Valuation, Securities, Corporate Finance, Economics, Investments
Education
Babson College 2010 — 2014
Bachelor's Degree, Finance, Graduate
Lawrence Academy 2006 — 2010
High School
Duff & Phelps July 2014 - Present
Duff & Phelps June 2013 - August 2013
Morgan Stanley Wealth Management June 2012 - May 2013
Morton Financial April 2011 - July 2011
Memor-key December 2010 - May 2011
Skills
Bloomberg Terminal, Finance, Portfolio Management, Microsoft Excel, Asset Allocation, Bloomberg, Financial Modeling, Capital IQ, Financial Analysis, Wealth Management, Valuation, Securities, Corporate Finance, Economics, Investments
Education
Babson College 2010 — 2014
Bachelor's Degree, Finance, Graduate
Lawrence Academy 2006 — 2010
High School
Niki Torskiy's Morgan Stanley Wealth Management Experience January 2014 - May 2014
Job
Industry Financial Services
Experience
American Energy Technologies Company January 2015 - Present
American Energy Technologies Company May 2014 - Present
DHgate.com September 2014 - November 2014
Morgan Stanley Wealth Management January 2014 - May 2014
Forest Financial Group, Inc. September 2013 - January 2014
Arthur J. Gallagher and Co. June 2013 - August 2013
Albion College November 2010 - December 2012
Planned Parenthood of Illinois July 2012 - August 2012
Google Online Marketing Challenge via Albion College February 2012 - April 2012
Skills
Russian, EMAS, PeopleFluent, Spanish-English, Google Analytics, Google Adwords, Art, LaTeX, Microsoft Excel, Public Speaking, Marketing, Microsoft Office, PowerPoint, Microsoft Word, Research, Spanish, Data Analysis, Leadership, Facebook, Customer Service, Fundraising, Social Networking
Education
Drexel University - LeBow College of Business 2015 — 2017
Master of Science (M.Sc.), Economics
Lake Forest College 2013 — 2015
Bachelor of Arts (B.A.), Economics
Albion College 2010 — 2012
Economics
Lake Forest Academy 2006 — 2010
High School Diploma
American Energy Technologies Company January 2015 - Present
American Energy Technologies Company May 2014 - Present
DHgate.com September 2014 - November 2014
Morgan Stanley Wealth Management January 2014 - May 2014
Forest Financial Group, Inc. September 2013 - January 2014
Arthur J. Gallagher and Co. June 2013 - August 2013
Albion College November 2010 - December 2012
Planned Parenthood of Illinois July 2012 - August 2012
Google Online Marketing Challenge via Albion College February 2012 - April 2012
Skills
Russian, EMAS, PeopleFluent, Spanish-English, Google Analytics, Google Adwords, Art, LaTeX, Microsoft Excel, Public Speaking, Marketing, Microsoft Office, PowerPoint, Microsoft Word, Research, Spanish, Data Analysis, Leadership, Facebook, Customer Service, Fundraising, Social Networking
Education
Drexel University - LeBow College of Business 2015 — 2017
Master of Science (M.Sc.), Economics
Lake Forest College 2013 — 2015
Bachelor of Arts (B.A.), Economics
Albion College 2010 — 2012
Economics
Lake Forest Academy 2006 — 2010
High School Diploma
Jennifer Mayerhofer's Morgan Stanley Wealth Management Experience July 1997 - October 2010
Job Permanent Substitute Teacher at Elmont School District
Industry Education Management
Experience
Elmont School District March 2013 - Present
Morgan Stanley Wealth Management July 1997 - October 2010
Education
Adelphi University 2010 — 2013
Master of Science (MS), Special Education and Teaching
Siena College 1993 — 1997
Bachelor of Science (BS), Finance, General
Elmont School District March 2013 - Present
Morgan Stanley Wealth Management July 1997 - October 2010
Education
Adelphi University 2010 — 2013
Master of Science (MS), Special Education and Teaching
Siena College 1993 — 1997
Bachelor of Science (BS), Finance, General
Ehab Aziz's Morgan Stanley Wealth Management Experience July 2002 - Present
Job Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2002 - Present
Morgan Stanley Wealth Management July 2002 - Present
Skills
Accounting, Management, Client-focused
Education
Alexandria University 1977 — 1982
Accounting
Alexandria University
Accounting
Morgan Stanley Wealth Management July 2002 - Present
Morgan Stanley Wealth Management July 2002 - Present
Skills
Accounting, Management, Client-focused
Education
Alexandria University 1977 — 1982
Accounting
Alexandria University
Accounting
Hamilton Yu's Morgan Stanley Wealth Management Experience August 2013 - Present
Job Client Services Associate at Morgan Stanley Wealth Management
Industry Law Practice
Experience
Morgan Stanley Wealth Management August 2013 - Present
Frederick W. Hong Law Offices 2012 - 2013
Skills
Chinese, Community Outreach, Research, Editing, Data Analysis, PowerPoint, SPSS, Qualitative Research, Microsoft Office
Education
Wesleyan University 2007 — 2011
Bachelor of Arts (B.A.), East Asian Studies
Yunnan Normal University 2009 — 2009
Chinese Language and Literature
Brooklyn Technical High School 2003 — 2007
Social Science Research
Morgan Stanley Wealth Management August 2013 - Present
Frederick W. Hong Law Offices 2012 - 2013
Skills
Chinese, Community Outreach, Research, Editing, Data Analysis, PowerPoint, SPSS, Qualitative Research, Microsoft Office
Education
Wesleyan University 2007 — 2011
Bachelor of Arts (B.A.), East Asian Studies
Yunnan Normal University 2009 — 2009
Chinese Language and Literature
Brooklyn Technical High School 2003 — 2007
Social Science Research
Carline Stfirmin's Morgan Stanley Wealth Management Experience June 2000 - Present
Job Senior Credit Analyst at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2000 - Present
NYS Department of Tax & Finance January 1999 - February 2000
Skills
Portfolio Management, Loans, Banking, Equities, Credit Risk, Finance, Mutual Funds
Education
Brooklyn College 1994 — 1998
Adelphi University
Morgan Stanley Wealth Management June 2000 - Present
NYS Department of Tax & Finance January 1999 - February 2000
Skills
Portfolio Management, Loans, Banking, Equities, Credit Risk, Finance, Mutual Funds
Education
Brooklyn College 1994 — 1998
Adelphi University
Susan Rapier's Morgan Stanley Wealth Management Experience March 2013 - Present
Job Complex Service Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2013 - Present
Ameriprise Financial Services, Inc. May 2010 - March 2013
Education
Auburn University 1969 — 1973
Bachelor's degree, Accounting and Finance
Morgan Stanley Wealth Management March 2013 - Present
Ameriprise Financial Services, Inc. May 2010 - March 2013
Education
Auburn University 1969 — 1973
Bachelor's degree, Accounting and Finance
Jera Pingitore's Morgan Stanley Wealth Management Experience November 2013 - Present
Job Financial Operations Professional
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2013 - Present
Morgan Stanley Wealth Management September 2013 - October 2013
Self-Employed June 2013 - August 2013
Arque Capital, Ltd. February 2012 - May 2013
Arque Capital, Ltd. December 2008 - February 2012
Fox & Company Investments, Inc. April 2002 - December 2008
Education
Arizona State University West
Bachelor of Science (B.Sc.), Psychology
University of California, Irvine
Human Resources Management Certificate Program, Human Resources Management/Personnel Administration, General
Morgan Stanley Wealth Management November 2013 - Present
Morgan Stanley Wealth Management September 2013 - October 2013
Self-Employed June 2013 - August 2013
Arque Capital, Ltd. February 2012 - May 2013
Arque Capital, Ltd. December 2008 - February 2012
Fox & Company Investments, Inc. April 2002 - December 2008
Education
Arizona State University West
Bachelor of Science (B.Sc.), Psychology
University of California, Irvine
Human Resources Management Certificate Program, Human Resources Management/Personnel Administration, General
Steve Schwimmer's Morgan Stanley Wealth Management Experience February 1988 - Present
Job financial advisor at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 1988 - Present
Education
Arizona State University 1969 — 1972
Bachelor of Science (BS) Accounting, Accounting and Business/Management
Morgan Stanley Wealth Management February 1988 - Present
Education
Arizona State University 1969 — 1972
Bachelor of Science (BS) Accounting, Accounting and Business/Management
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.