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
Thomas Sigle Thomas Sigle's Morgan Stanley Wealth Management Experience April 2011 - December 2012
Job M&A Investment Banking Analyst
Industry Financial Services
Experience
BMO Capital Markets March 2015 - Present
SunTrust Robinson Humphrey May 2014 - March 2015
CBOE May 2013 - July 2013
Bridgeview Bank Group December 2012 - May 2013
Loyola University Chicago August 2011 - December 2012
Morgan Stanley Wealth Management April 2011 - December 2012
SCF Securities, Inc. July 2010 - January 2011
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Economics, Research, Quantitative Analytics, Stata, Econometrics, Risk Management, SAS, Bloomberg, Investment Banking, Valuation, SPSS, Data Analysis
Education
Vanderbilt University - Owen Graduate School of Management
Master of Science in Finance
Loyola University Chicago
Bachelor of Arts (B.A.), Economics, 3.99 / 4.0
BMO Capital Markets March 2015 - Present
SunTrust Robinson Humphrey May 2014 - March 2015
CBOE May 2013 - July 2013
Bridgeview Bank Group December 2012 - May 2013
Loyola University Chicago August 2011 - December 2012
Morgan Stanley Wealth Management April 2011 - December 2012
SCF Securities, Inc. July 2010 - January 2011
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Economics, Research, Quantitative Analytics, Stata, Econometrics, Risk Management, SAS, Bloomberg, Investment Banking, Valuation, SPSS, Data Analysis
Education
Vanderbilt University - Owen Graduate School of Management
Master of Science in Finance
Loyola University Chicago
Bachelor of Arts (B.A.), Economics, 3.99 / 4.0
Derrek Hennessy Derrek Hennessy's Morgan Stanley Wealth Management Experience May 2012 - September 2012
Job Analyst at AlphaPipe
Industry Financial Services
Experience
Alpha Pipe Inc. March 2014 - Present
ADP Dealer Services June 2013 - March 2014
Morgan Stanley Wealth Management May 2012 - September 2012
SkyView Golf Club March 2004 - March 2012
Skills
Microsoft Excel, Public Speaking, Financial Analysis, Sales, Leadership, Team Building, Management, Marketing, Entrepreneurship, Start-ups
Education
Loyola College in Maryland 2009 — 2013
Bachelor of Business, Finance, Senior
Alpha Pipe Inc. March 2014 - Present
ADP Dealer Services June 2013 - March 2014
Morgan Stanley Wealth Management May 2012 - September 2012
SkyView Golf Club March 2004 - March 2012
Skills
Microsoft Excel, Public Speaking, Financial Analysis, Sales, Leadership, Team Building, Management, Marketing, Entrepreneurship, Start-ups
Education
Loyola College in Maryland 2009 — 2013
Bachelor of Business, Finance, Senior
Donna Shin, MBA Donna Shin, MBA's Morgan Stanley Wealth Management Experience November 2011 - February 2015
Job Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2015 - Present
Morgan Stanley Wealth Management November 2011 - February 2015
Morgan Stanley Smith Barney March 2011 - November 2011
Wind Consulting USA February 2011 - November 2011
Chicago Korean American Chamber of Commerce April 2010 - January 2011
American Scrap Materials Inc May 2009 - January 2010
Meridian Group International, Inc. May 2007 - January 2010
Vortex Staffing August 2009 - December 2009
Skills
Customer Service, Analysis, Microsoft Excel, Microsoft Office, Sales, Event Planning, Social Media Marketing, Cold Calling, Marketing Strategy, Bilingual - Korean, Asset Allocation, Mutual Funds, Alternative Investments, Team Leadership, Communication, Vendor Relationships, Oral Communications, Strategic Financial..., Written Skills, Sales Presentations, Direct Sales, Sales Management, Calculus, Contract Negotiation, Customer Relations, Training & Development, Hiring, Series 7, Series 66
Education
Loyola University of Chicago - Graduate School of Business 2010 — 2011
MBA, Finance
Loyola University of Chicago 2006 — 2010
BBA, International Business, Marketing
Sogang University 2008 — 2008
Study Abroad, Business
Lake Forest High School 2002 — 2006
Merrill Lynch February 2015 - Present
Morgan Stanley Wealth Management November 2011 - February 2015
Morgan Stanley Smith Barney March 2011 - November 2011
Wind Consulting USA February 2011 - November 2011
Chicago Korean American Chamber of Commerce April 2010 - January 2011
American Scrap Materials Inc May 2009 - January 2010
Meridian Group International, Inc. May 2007 - January 2010
Vortex Staffing August 2009 - December 2009
Skills
Customer Service, Analysis, Microsoft Excel, Microsoft Office, Sales, Event Planning, Social Media Marketing, Cold Calling, Marketing Strategy, Bilingual - Korean, Asset Allocation, Mutual Funds, Alternative Investments, Team Leadership, Communication, Vendor Relationships, Oral Communications, Strategic Financial..., Written Skills, Sales Presentations, Direct Sales, Sales Management, Calculus, Contract Negotiation, Customer Relations, Training & Development, Hiring, Series 7, Series 66
Education
Loyola University of Chicago - Graduate School of Business 2010 — 2011
MBA, Finance
Loyola University of Chicago 2006 — 2010
BBA, International Business, Marketing
Sogang University 2008 — 2008
Study Abroad, Business
Lake Forest High School 2002 — 2006
Raquel K. Zisman Raquel K. Zisman's Morgan Stanley Wealth Management Experience September 2008 - Present
Job Investment Professional
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2008 - Present
Wachovia Securities / Prudential Securities January 1999 - September 2008
Ford Motor Company/Ford Motor Credit Company January 1996 - June 1998
Skills
Portfolio Management, Investments, Fixed Income, Alternative Investments, Equities, Series 7, Asset Managment, Asset Allocation, Investment Management, Investment Strategies, ETFs, Mutual Funds, Series 63, Series 65, Wealth Management
Education
Rice University - Jesse H. Jones Graduate School of Management 1993 — 1995
Master of Business Administration (MBA), Finance, General
Universidad Metropolitana (VE) 1986 — 1991
Engineer's Degree, Systems Engineering
Morgan Stanley Wealth Management September 2008 - Present
Wachovia Securities / Prudential Securities January 1999 - September 2008
Ford Motor Company/Ford Motor Credit Company January 1996 - June 1998
Skills
Portfolio Management, Investments, Fixed Income, Alternative Investments, Equities, Series 7, Asset Managment, Asset Allocation, Investment Management, Investment Strategies, ETFs, Mutual Funds, Series 63, Series 65, Wealth Management
Education
Rice University - Jesse H. Jones Graduate School of Management 1993 — 1995
Master of Business Administration (MBA), Finance, General
Universidad Metropolitana (VE) 1986 — 1991
Engineer's Degree, Systems Engineering
Ellen Daniel's Morgan Stanley Wealth Management Experience September 2005 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2005 - Present
State Farm Insurance Agency April 1985 - May 2005
State Farm Insurance Agency January 1986 - January 2005
HERTZ CORPORATION January 1975 - January 1986
The Corporate Office September 1982 - 1985
Skills
Mutual Funds, Insurance, Series 7, Series 66, Series 9, Series 10, Financial Advisory, Retirement Planning, 401k, Securities, Financial Services, Investment Advisory, Customer Service, Asset Allocation, Banking, Retirement, Fixed Annuities, Investments, Fixed Income, General Insurance, Property & Casualty..., Life Insurance, Health Insurance
Education
LSU
Texas Department of Insurance
University of New Orleans
Sciences, Psychology
University of New Orleans and Louisiana State University
a Bachelor of Science
Morgan Stanley Wealth Management September 2005 - Present
State Farm Insurance Agency April 1985 - May 2005
State Farm Insurance Agency January 1986 - January 2005
HERTZ CORPORATION January 1975 - January 1986
The Corporate Office September 1982 - 1985
Skills
Mutual Funds, Insurance, Series 7, Series 66, Series 9, Series 10, Financial Advisory, Retirement Planning, 401k, Securities, Financial Services, Investment Advisory, Customer Service, Asset Allocation, Banking, Retirement, Fixed Annuities, Investments, Fixed Income, General Insurance, Property & Casualty..., Life Insurance, Health Insurance
Education
LSU
Texas Department of Insurance
University of New Orleans
Sciences, Psychology
University of New Orleans and Louisiana State University
a Bachelor of Science
Ryne Ely Ryne Ely's Morgan Stanley Wealth Management Experience January 2013 - Present
Job Director at Morgan Stanley Wealth Management
Industry Information Technology and Services
Experience
Morgan Stanley Wealth Management January 2013 - Present
Morgan Stanley Smith Barney September 2011 - January 2013
Morgan Stanley Smith Barney September 2008 - September 2011
Jacob Fleming Group January 2008 - June 2008
Chipotle Mexican Grill January 2006 - January 2008
Skills
Customer Relations, Customer Service, Web Project Management, International Project..., Event Planning, Talent Development, Training & Development, Team Building, Employee Training, Process Improvement, Talent Management
Education
Kent State University 2003 — 2007
BA, Marketing, Double Minor in Management and Sociology
Morgan Stanley Wealth Management January 2013 - Present
Morgan Stanley Smith Barney September 2011 - January 2013
Morgan Stanley Smith Barney September 2008 - September 2011
Jacob Fleming Group January 2008 - June 2008
Chipotle Mexican Grill January 2006 - January 2008
Skills
Customer Relations, Customer Service, Web Project Management, International Project..., Event Planning, Talent Development, Training & Development, Team Building, Employee Training, Process Improvement, Talent Management
Education
Kent State University 2003 — 2007
BA, Marketing, Double Minor in Management and Sociology
Alec Vicknair's Morgan Stanley Wealth Management Experience March 2013 - December 2013
Job Intern for Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2014 - July 2014
Morgan Stanley Wealth Management March 2013 - December 2013
Skills
Wealth Management, Microsoft Excel, Microsoft Word, Financial Planning, Microsoft Office, Public Speaking, Leadership, Research, Teamwork, Social Networking, Event Planning, PowerPoint, Customer Service, Social Media
Education
Louisiana State University 2012 — 2016
Financial Planning and Services, Junior
Merrill Lynch June 2014 - July 2014
Morgan Stanley Wealth Management March 2013 - December 2013
Skills
Wealth Management, Microsoft Excel, Microsoft Word, Financial Planning, Microsoft Office, Public Speaking, Leadership, Research, Teamwork, Social Networking, Event Planning, PowerPoint, Customer Service, Social Media
Education
Louisiana State University 2012 — 2016
Financial Planning and Services, Junior
Olga Lykova, MBA's Morgan Stanley Wealth Management Experience December 2012 - November 2013
Job Director of Strategic Alliances, North America at NewVoiceMedia
Industry Information Technology and Services
Experience
NewVoiceMedia June 2015 - Present
Apttus January 2014 - June 2015
Apttus January 2014 - June 2015
Morgan Stanley Wealth Management December 2012 - November 2013
ESPN August 2010 - July 2012
Skills
Marketing Communications, Marketing, Coaching, CRM, Salesforce.com, Marketing Strategy, Marketing Research, Facebook, Training, SEO, Google Analytics, Project Management, Presentation Development, Google Adwords, Management, Sales&Marketing, Customer Service, SQL, Microsoft SQL Server, Integrated Marketing..., Oracle, Quantitative Research, Qualitative Research, Strategic Finance, Investment Strategies, Data Analysis, Statistical Data..., Financial Markets, Financial Analysis, Microsoft Excel, Business Development, International Marketing, Salesforce.com..., Sales, Strategy, SaaS, Enterprise Software
Education
Loyola University of Chicago 2012 — 2013
Master of Business Administration (MBA), Marketing, Marketing Management, Finance and Financial Management
Palo Alto University 2010 — 2012
Bachelor of Science (B.S.), Business Psychology
NewVoiceMedia June 2015 - Present
Apttus January 2014 - June 2015
Apttus January 2014 - June 2015
Morgan Stanley Wealth Management December 2012 - November 2013
ESPN August 2010 - July 2012
Skills
Marketing Communications, Marketing, Coaching, CRM, Salesforce.com, Marketing Strategy, Marketing Research, Facebook, Training, SEO, Google Analytics, Project Management, Presentation Development, Google Adwords, Management, Sales&Marketing, Customer Service, SQL, Microsoft SQL Server, Integrated Marketing..., Oracle, Quantitative Research, Qualitative Research, Strategic Finance, Investment Strategies, Data Analysis, Statistical Data..., Financial Markets, Financial Analysis, Microsoft Excel, Business Development, International Marketing, Salesforce.com..., Sales, Strategy, SaaS, Enterprise Software
Education
Loyola University of Chicago 2012 — 2013
Master of Business Administration (MBA), Marketing, Marketing Management, Finance and Financial Management
Palo Alto University 2010 — 2012
Bachelor of Science (B.S.), Business Psychology
Alana-Michelle R Alana-Michelle R's Morgan Stanley Wealth Management Experience November 2011 - May 2013
Job COMPLIANCE/ KYC OFFICER
Industry Financial Services
Experience
JPMorgan Chase May 2013 - Present
Morgan Stanley Wealth Management November 2011 - May 2013
SunTrust Bank January 2008 - July 2011
Citi February 2000 - August 2007
Education
Keiser University-Ft Lauderdale
JPMorgan Chase May 2013 - Present
Morgan Stanley Wealth Management November 2011 - May 2013
SunTrust Bank January 2008 - July 2011
Citi February 2000 - August 2007
Education
Keiser University-Ft Lauderdale
Sonja Schnell Sonja Schnell's Morgan Stanley Wealth Management Experience June 2013 - Present
Job LukasCohen Group at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2013 - Present
Loyola University Chicago Phonathon January 2013 - Present
Phonathon January 2012 - January 2013
Skills
Analysis, Management, Quality Assurance
Education
Loyola University of Chicago 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics, Senior
Morgan Stanley Wealth Management June 2013 - Present
Loyola University Chicago Phonathon January 2013 - Present
Phonathon January 2012 - January 2013
Skills
Analysis, Management, Quality Assurance
Education
Loyola University of Chicago 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics, Senior
Chelsea Moore's Morgan Stanley Wealth Management Experience January 2010 - November 2010
Job Founder + CEO at BOXFOX LLC
Industry Marketing and Advertising
Experience
BOXFOX LLC November 2014 - Present
Brandy Melville USA June 2014 - Present
David&Goliath February 2014 - June 2014
Ogilvy & Mather June 2013 - January 2014
Ogilvy & Mather June 2013 - August 2013
sfa design February 2013 - June 2013
Brandy Melville USA August 2011 - June 2013
Los Angeles County Office of the District Attorney June 2011 - August 2011
Morgan Stanley Wealth Management January 2010 - November 2010
Skills
PowerPoint, Microsoft Office, Social Media, Public Relations, Public Speaking, Research, Blogging, WordPress, Microsoft Excel, Microsoft Word, Corporate Communications, InDesign, Management, Marketing, Event Planning
Education
University of California, Los Angeles 2009 — 2013
Bachelor of Arts (BA), Political Science and Government
King's College London, U. of London
International Marketing
BOXFOX LLC November 2014 - Present
Brandy Melville USA June 2014 - Present
David&Goliath February 2014 - June 2014
Ogilvy & Mather June 2013 - January 2014
Ogilvy & Mather June 2013 - August 2013
sfa design February 2013 - June 2013
Brandy Melville USA August 2011 - June 2013
Los Angeles County Office of the District Attorney June 2011 - August 2011
Morgan Stanley Wealth Management January 2010 - November 2010
Skills
PowerPoint, Microsoft Office, Social Media, Public Relations, Public Speaking, Research, Blogging, WordPress, Microsoft Excel, Microsoft Word, Corporate Communications, InDesign, Management, Marketing, Event Planning
Education
University of California, Los Angeles 2009 — 2013
Bachelor of Arts (BA), Political Science and Government
King's College London, U. of London
International Marketing
David Klinker David Klinker's Morgan Stanley Wealth Management Experience June 2007 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2007 - Present
Wagner Davis PC March 2006 - June 2007
Ballon Stoll Bader & Nadler PC 2005 - 2006
BNY Mellon 2004 - 2005
Skills
Corporate Law, Securities, Compliance, Series 7, Wealth Management, Broker-Dealer, FINRA, NYSE
Education
Seton Hall University School of Law 2001 — 2004
Doctor of Law (JD)
Loyola University of Chicago 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance
Ponderosa High School 1993 — 1997
Morgan Stanley Wealth Management June 2007 - Present
Wagner Davis PC March 2006 - June 2007
Ballon Stoll Bader & Nadler PC 2005 - 2006
BNY Mellon 2004 - 2005
Skills
Corporate Law, Securities, Compliance, Series 7, Wealth Management, Broker-Dealer, FINRA, NYSE
Education
Seton Hall University School of Law 2001 — 2004
Doctor of Law (JD)
Loyola University of Chicago 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance
Ponderosa High School 1993 — 1997
Stefan Booy's Morgan Stanley Wealth Management Experience September 2010 - August 2011
Job Trader
Industry Investment Management
Experience
Westrock Trading (also DBA Greenbrier Trading) February 2012 - Present
Innovare Education Partners August 2011 - 2014
Collega Consulting July 2010 - March 2012
Morgan Stanley Wealth Management September 2010 - August 2011
Myngle December 2009 - June 2010
Myngle January 2009 - June 2010
Rotterdam School of Management - Erasmus University August 2007 - December 2008
JunoIT B.V. June 2008 - September 2008
Little Rock Christian Academy July 2005 - June 2007
Little Rock Christian Academy August 2003 - June 2005
Skills
agricultural..., Financial Analysis, Business Strategy, New Business Development, International Business, Cross-functional Team..., Educational Consulting, Education Management, Organizational..., E-commerce, Italian, Dutch, Spanish, English, Strategic Planning, Teamwork, Leadership, Management, Educational Leadership, Start-ups, Competitive Analysis, Fundraising, Strategy, Teaching, Business Planning, Marketing, Management Consulting, Finance, Coaching, Recruiting, Analysis, Negotiation, Business Analysis, Market Research, Business Development, Entrepreneurship, Marketing Strategy, Budgets, Training, Sales, Team Building, Investments, Product Development, CRM, Portfolio Management, Financial Modeling, Market Analysis, Strategic Financial..., Venture Capital
Education
RSM Erasmus University 2007 — 2009
MBA
John Brown University 2001 — 2003
M.A.
Lyon College 1995 — 1999
B.A.
ITIS Benedetto Castelli di Brescia 1989 — 1994
Diploma
Westrock Trading (also DBA Greenbrier Trading) February 2012 - Present
Innovare Education Partners August 2011 - 2014
Collega Consulting July 2010 - March 2012
Morgan Stanley Wealth Management September 2010 - August 2011
Myngle December 2009 - June 2010
Myngle January 2009 - June 2010
Rotterdam School of Management - Erasmus University August 2007 - December 2008
JunoIT B.V. June 2008 - September 2008
Little Rock Christian Academy July 2005 - June 2007
Little Rock Christian Academy August 2003 - June 2005
Skills
agricultural..., Financial Analysis, Business Strategy, New Business Development, International Business, Cross-functional Team..., Educational Consulting, Education Management, Organizational..., E-commerce, Italian, Dutch, Spanish, English, Strategic Planning, Teamwork, Leadership, Management, Educational Leadership, Start-ups, Competitive Analysis, Fundraising, Strategy, Teaching, Business Planning, Marketing, Management Consulting, Finance, Coaching, Recruiting, Analysis, Negotiation, Business Analysis, Market Research, Business Development, Entrepreneurship, Marketing Strategy, Budgets, Training, Sales, Team Building, Investments, Product Development, CRM, Portfolio Management, Financial Modeling, Market Analysis, Strategic Financial..., Venture Capital
Education
RSM Erasmus University 2007 — 2009
MBA
John Brown University 2001 — 2003
M.A.
Lyon College 1995 — 1999
B.A.
ITIS Benedetto Castelli di Brescia 1989 — 1994
Diploma
Soraya Darquea-Molto Soraya Darquea-Molto's Morgan Stanley Wealth Management Experience March 2008 - Present
Job Executive Assistant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2008 - Present
Citigroup Foundation July 2000 - July 2007
Citibank N.A. July 1985 - January 2000
Skills
Project Coordination, Office Administration, Coordination, Teamwork, Budgets, Event Management, Executive Management
Education
Katherine Gibbs School 1984 — 1985
Secretarial Science
S.U.N.Y Farmingdale 1982 — 1984
Life Sciences - Landscape Design
Morgan Stanley Wealth Management March 2008 - Present
Citigroup Foundation July 2000 - July 2007
Citibank N.A. July 1985 - January 2000
Skills
Project Coordination, Office Administration, Coordination, Teamwork, Budgets, Event Management, Executive Management
Education
Katherine Gibbs School 1984 — 1985
Secretarial Science
S.U.N.Y Farmingdale 1982 — 1984
Life Sciences - Landscape Design
Husan Abdul-Ghani Husan Abdul-Ghani's Morgan Stanley Wealth Management Experience November 2010 - February 2011
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Financial AdvisorMerrill LynchApril 2012 - Present
Morgan Stanley Wealth Management November 2010 - February 2011
Skills
Retirement Planning, Wealth Management, Holistic Financial..., Asset Managment, Investment Strategies, Bonds, Mutual Funds, Equities, Portfolio Management, Strategic Financial..., Asset Management, Investments, Series 63, Series 7, Asset Allocation, Fixed Annuities, Finance, Small Business, Management
Education
Johnson C. Smith University - JCSU 2003 — 2008
Bachelor of Arts (B.A.), Communication and Media Studies
Highland Park 1999 — 2003
Merrill Lynch Financial AdvisorMerrill LynchApril 2012 - Present
Morgan Stanley Wealth Management November 2010 - February 2011
Skills
Retirement Planning, Wealth Management, Holistic Financial..., Asset Managment, Investment Strategies, Bonds, Mutual Funds, Equities, Portfolio Management, Strategic Financial..., Asset Management, Investments, Series 63, Series 7, Asset Allocation, Fixed Annuities, Finance, Small Business, Management
Education
Johnson C. Smith University - JCSU 2003 — 2008
Bachelor of Arts (B.A.), Communication and Media Studies
Highland Park 1999 — 2003
Alexander Sachs's Morgan Stanley Wealth Management Experience July 2013 - July 2014
Job Management
Industry Real Estate
Experience
Franklin Templeton Investments July 2014 - June 2015
Morgan Stanley Wealth Management July 2013 - July 2014
Socotra Capital November 2013 - May 2014
Skills
Leadership, Research, Entrepreneurship, Investments, Economics, Financial Analysis, Econometrics, Real Estate Financing, Loans, Stata, Finance, Risk Management, Sales
Education
University of California, Davis 2012 — 2014
Bachelor of Arts (B.A.), Economics
Sacramento City College 2011 — 2012
Associate of Arts (A.A.), Social Sciences
Loyola Marymount University, College of Business Administration 2009 — 2010
Business Administration and Management, General
Franklin Templeton Investments July 2014 - June 2015
Morgan Stanley Wealth Management July 2013 - July 2014
Socotra Capital November 2013 - May 2014
Skills
Leadership, Research, Entrepreneurship, Investments, Economics, Financial Analysis, Econometrics, Real Estate Financing, Loans, Stata, Finance, Risk Management, Sales
Education
University of California, Davis 2012 — 2014
Bachelor of Arts (B.A.), Economics
Sacramento City College 2011 — 2012
Associate of Arts (A.A.), Social Sciences
Loyola Marymount University, College of Business Administration 2009 — 2010
Business Administration and Management, General
Jason Perez's Morgan Stanley Wealth Management Experience March 2013 - December 2013
Job Edward Jones Investments
Industry Financial Services
Experience
Edward Jones February 2014 - Present
Morgan Stanley Wealth Management March 2013 - December 2013
J5 Financial Group Inc. September 2011 - March 2013
Bank of America November 2008 - September 2011
Citi November 2005 - November 2008
Osco Drug 2002 - 2005
Skills
Loans, Mortgage Lending, Banking, Credit, Portfolio Management, Finance, Underwriting, Loan Origination, Credit Analysis, Commercial Lending, Financial Analysis, Investments, Asset Managment, Retail, Real Estate, Leadership, Risk Management, Financial Services, Mutual Funds, Strategic Financial..., Wealth Management, Securities, Investment Advisory, Asset Management, Commercial Banking, Small Business Lending, Financial Planning
Education
Urban League Multicultural Institute 2003 — 2003
Leadership
Kansas State University 2000 — 2002
Bachelors, Management Information Systems
Johnson County Community College 1998 — 2000
Business Administration and Management, General
Garden City Community College 1996 — 1998
Mathematics and Computer Science
Edward Jones February 2014 - Present
Morgan Stanley Wealth Management March 2013 - December 2013
J5 Financial Group Inc. September 2011 - March 2013
Bank of America November 2008 - September 2011
Citi November 2005 - November 2008
Osco Drug 2002 - 2005
Skills
Loans, Mortgage Lending, Banking, Credit, Portfolio Management, Finance, Underwriting, Loan Origination, Credit Analysis, Commercial Lending, Financial Analysis, Investments, Asset Managment, Retail, Real Estate, Leadership, Risk Management, Financial Services, Mutual Funds, Strategic Financial..., Wealth Management, Securities, Investment Advisory, Asset Management, Commercial Banking, Small Business Lending, Financial Planning
Education
Urban League Multicultural Institute 2003 — 2003
Leadership
Kansas State University 2000 — 2002
Bachelors, Management Information Systems
Johnson County Community College 1998 — 2000
Business Administration and Management, General
Garden City Community College 1996 — 1998
Mathematics and Computer Science
Franz Rassman's Morgan Stanley Wealth Management Experience May 2014 - July 2014
Job Intern at Gold And Company
Industry Financial Services
Experience
Gold And Company June 2015 - Present
Loyola University Maryland August 2012 - Present
Morgan Stanley Wealth Management May 2014 - July 2014
Skills
Leadership, Financial Analysis, Accounting, Public Speaking, Teamwork, Research, Social Media, Facebook, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Access
Education
Loyola University Maryland 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General, Junior
Loyola University Maryland Sellinger School of Business and Management 2012 — 2016
Gold And Company June 2015 - Present
Loyola University Maryland August 2012 - Present
Morgan Stanley Wealth Management May 2014 - July 2014
Skills
Leadership, Financial Analysis, Accounting, Public Speaking, Teamwork, Research, Social Media, Facebook, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Access
Education
Loyola University Maryland 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General, Junior
Loyola University Maryland Sellinger School of Business and Management 2012 — 2016
Victor Micoretti's Morgan Stanley Wealth Management Experience 2012 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2012 - Present
Morgan Stanley Wealth Management October 2010 - 2012
Skills
Series 7, Finance, Investment Advisory, Marketing, Bloomberg, Strategic Financial..., Bonds, Hedge Funds, Retirement, Banking, Financial Services, Financial Analysis, Investment Strategies, 401k, Morningstar, Wealth Management, Fixed Income, Securities Lending
Education
Long Island University, C.W. Post Campus 2008 — 2011
Bachelor's, Finance
Morgan Stanley Wealth Management 2012 - Present
Morgan Stanley Wealth Management October 2010 - 2012
Skills
Series 7, Finance, Investment Advisory, Marketing, Bloomberg, Strategic Financial..., Bonds, Hedge Funds, Retirement, Banking, Financial Services, Financial Analysis, Investment Strategies, 401k, Morningstar, Wealth Management, Fixed Income, Securities Lending
Education
Long Island University, C.W. Post Campus 2008 — 2011
Bachelor's, Finance
Anthony Pranger Anthony Pranger's Morgan Stanley Wealth Management Experience June 2013 - Present
Job Reporting Analyst at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2013 - Present
US Navy 1985 - 1989
Skills
Financial Analysis, Customer Service, Banking, Microsoft Excel, Financial Reporting, Accounting, Strategic Financial..., Financial Accounting, Account Reconciliation, Sarbanes-Oxley Act, Process Improvement, Portfolio Management, Auditing, Accounts Payable, General Ledger, Budgets, Management, Branch Support Systems..., Leadership, Financial Planning
Education
Keller Graduate School of Management of DeVry University
Master's degree, Accounting
University of Northern Iowa
Bachelor's degree, Business Administration and Management, General
Morgan Stanley Wealth Management June 2013 - Present
US Navy 1985 - 1989
Skills
Financial Analysis, Customer Service, Banking, Microsoft Excel, Financial Reporting, Accounting, Strategic Financial..., Financial Accounting, Account Reconciliation, Sarbanes-Oxley Act, Process Improvement, Portfolio Management, Auditing, Accounts Payable, General Ledger, Budgets, Management, Branch Support Systems..., Leadership, Financial Planning
Education
Keller Graduate School of Management of DeVry University
Master's degree, Accounting
University of Northern Iowa
Bachelor's degree, Business Administration and Management, General
Amanda Bowman's Morgan Stanley Wealth Management Experience September 2013 - October 2013
Job Veteran Coordinator at New Horizons Computer Learning Centers of South Florida
Industry Professional Training & Coaching
Experience
New Horizons Computer Learning Centers of South Florida August 2015 - Present
It's Your Day! Wedding & Event Services February 2014 - Present
New Horizons Learning Solutions May 2014 - July 2015
Morgan Stanley Wealth Management September 2013 - October 2013
Detroit Public Schools March 2010 - July 2013
Real Time Imaging January 2007 - March 2010
Skills
Change Management, Marketing, Project Management, Leadership Development, Nonprofits, Program Management, Public Speaking, Organizational..., Community Outreach, Training, Coaching, Leadership, Event Management, Strategic Planning, Social Media, Team Building, PowerPoint
Education
Lawrence Technological University 2010 — 2013
Master of Business Administration (M.B.A.), Project Management
Oakland University 2004 — 2009
Bachelor of Arts (B.A.)
New Horizons Computer Learning Centers of South Florida August 2015 - Present
It's Your Day! Wedding & Event Services February 2014 - Present
New Horizons Learning Solutions May 2014 - July 2015
Morgan Stanley Wealth Management September 2013 - October 2013
Detroit Public Schools March 2010 - July 2013
Real Time Imaging January 2007 - March 2010
Skills
Change Management, Marketing, Project Management, Leadership Development, Nonprofits, Program Management, Public Speaking, Organizational..., Community Outreach, Training, Coaching, Leadership, Event Management, Strategic Planning, Social Media, Team Building, PowerPoint
Education
Lawrence Technological University 2010 — 2013
Master of Business Administration (M.B.A.), Project Management
Oakland University 2004 — 2009
Bachelor of Arts (B.A.)
Elizabeth Finley's Morgan Stanley Wealth Management Experience May 2013 - August 2013
Job Marketing Student at the University of St Thomas
Industry Marketing and Advertising
Experience
Marketing Management Inc. June 2014 - February 2015
Nordstrom June 2014 - August 2014
Morgan Stanley Wealth Management May 2013 - August 2013
High Point Swim Club May 2007 - September 2012
Skills
Social Media, PowerPoint, Microsoft Office, Social Media Marketing, Time Management, Customer Service, Public Speaking, Teamwork, Interactive Marketing, Interactive Marketing..., Integrated Marketing, Personal Websites, Display Advertising, SEO, Email Marketing, Mobile Marketing, Web Analytics, SEM, Social Media Measurement, Facebook
Education
University of St. Thomas 2011 — 2015
Bachelor of Arts (B.A.), Marketing
John Cabot University
Marketing Management Inc. June 2014 - February 2015
Nordstrom June 2014 - August 2014
Morgan Stanley Wealth Management May 2013 - August 2013
High Point Swim Club May 2007 - September 2012
Skills
Social Media, PowerPoint, Microsoft Office, Social Media Marketing, Time Management, Customer Service, Public Speaking, Teamwork, Interactive Marketing, Interactive Marketing..., Integrated Marketing, Personal Websites, Display Advertising, SEO, Email Marketing, Mobile Marketing, Web Analytics, SEM, Social Media Measurement, Facebook
Education
University of St. Thomas 2011 — 2015
Bachelor of Arts (B.A.), Marketing
John Cabot University
Mark Pentella Mark Pentella's Morgan Stanley Wealth Management Experience March 2013 - Present
Job Senior Vice President Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2013 - Present
Merrill Lynch August 1987 - March 2013
CBM Computer Inc. August 1985 - August 1987
Basic Computer Inc. March 1981 - August 1985
Education
Kent State University 1977 — 1984
BBA, Computer Science
Central Catholic HIgh School 1973 — 1977
Morgan Stanley Wealth Management March 2013 - Present
Merrill Lynch August 1987 - March 2013
CBM Computer Inc. August 1985 - August 1987
Basic Computer Inc. March 1981 - August 1985
Education
Kent State University 1977 — 1984
BBA, Computer Science
Central Catholic HIgh School 1973 — 1977
Irfan Aziz, MHA Irfan Aziz, MHA's Morgan Stanley Wealth Management Experience June 2007 - August 2007
Job Healthcare IT Certified
Industry Information Technology and Services
Experience
MEDHOST June 2014 - Present
Regional General Hospital - Williston July 2013 - January 2014
Pri-Med Care June 2012 - June 2013
Marshalls (TJX Companies) May 2012 - December 2012
AIM Trade Emporium Inc. February 2012 - June 2012
Fatima Memorial Hospital & College of Medicine and Dentistry July 2011 - February 2012
Royal Bank of Scotland December 2009 - June 2011
Morgan Stanley Wealth Management June 2007 - August 2007
Faysal Bank June 2004 - August 2004
ABN AMRO Bank N.V. June 2003 - August 2003
Skills
Mathematics, Business Management, Banking, Credit, Risk Management, Business Analysis, Finance, Team Management, Financial Analysis, Healthcare Management, Microsoft Office, Statistics, Healthcare Industry, Management, Analysis, Data Analysis, Team Building, Human Resources, Research, Portfolio Management
Education
The University of Texas at Dallas - School of Management 2012 — 2014
Master of Science (MS), Health/Health Care Administration/Management
Lahore University of Management Sciences 2004 — 2009
Bachelor of Science (BSc), Economics/Mathematics
Aitchison College Lahore 2002 — 2004
A' Levels, Economics, Accounting, Mathematics
Aitchison College Lahore 1999 — 2002
O' Levels, Mathematics and Statistics
MEDHOST June 2014 - Present
Regional General Hospital - Williston July 2013 - January 2014
Pri-Med Care June 2012 - June 2013
Marshalls (TJX Companies) May 2012 - December 2012
AIM Trade Emporium Inc. February 2012 - June 2012
Fatima Memorial Hospital & College of Medicine and Dentistry July 2011 - February 2012
Royal Bank of Scotland December 2009 - June 2011
Morgan Stanley Wealth Management June 2007 - August 2007
Faysal Bank June 2004 - August 2004
ABN AMRO Bank N.V. June 2003 - August 2003
Skills
Mathematics, Business Management, Banking, Credit, Risk Management, Business Analysis, Finance, Team Management, Financial Analysis, Healthcare Management, Microsoft Office, Statistics, Healthcare Industry, Management, Analysis, Data Analysis, Team Building, Human Resources, Research, Portfolio Management
Education
The University of Texas at Dallas - School of Management 2012 — 2014
Master of Science (MS), Health/Health Care Administration/Management
Lahore University of Management Sciences 2004 — 2009
Bachelor of Science (BSc), Economics/Mathematics
Aitchison College Lahore 2002 — 2004
A' Levels, Economics, Accounting, Mathematics
Aitchison College Lahore 1999 — 2002
O' Levels, Mathematics and Statistics
Christopher Girdwood's Morgan Stanley Wealth Management Experience November 2012 - October 2013
Job Business Communication and Outreach Manager
Industry Civic & Social Organization
Experience
Santa Clarita Valley Economic Development Corporation November 2013 - Present
Morgan Stanley Wealth Management November 2012 - October 2013
International Economic Development Council July 2008 - September 2012
Defense Logistics Agency July 2004 - September 2006
Skills
Economic Development, Post-disaster Economic..., Entrepreneurship, Community Development, Strategic Planning, Public Speaking, Budget, Research, Project Management, Project Planning, Performance Metrics, Economic Gardening, Public-Private..., Training Course..., Data Modeling, Public/private..., Business Planning, Start-ups, Public Policy, Training, Marketing, Management, Market Research, Economics, Consulting, Fundraising, Sustainability, Mergers & Acquisitions, Strategy, Program Management, Organizational..., Proposal Writing, Data Analysis, Leadership, Grants, Workforce Development, Policy Analysis, Management Consulting, Staff Development, Public Relations, Community Outreach, International..., Local Government, Social Entrepreneurship, Public-private..., Program Development, Workshop Facilitation, Program Evaluation, Disaster Recovery
Education
The Graduate School 2009 — 2011
Mathematics and Statistics
University of Michigan 2006 — 2008
MA, Urban Planning / Economics
Kellogg Community College 2005 — 2006
Certificate, Accounting
Michigan State University 2000 — 2004
BA, Economics
Santa Clarita Valley Economic Development Corporation November 2013 - Present
Morgan Stanley Wealth Management November 2012 - October 2013
International Economic Development Council July 2008 - September 2012
Defense Logistics Agency July 2004 - September 2006
Skills
Economic Development, Post-disaster Economic..., Entrepreneurship, Community Development, Strategic Planning, Public Speaking, Budget, Research, Project Management, Project Planning, Performance Metrics, Economic Gardening, Public-Private..., Training Course..., Data Modeling, Public/private..., Business Planning, Start-ups, Public Policy, Training, Marketing, Management, Market Research, Economics, Consulting, Fundraising, Sustainability, Mergers & Acquisitions, Strategy, Program Management, Organizational..., Proposal Writing, Data Analysis, Leadership, Grants, Workforce Development, Policy Analysis, Management Consulting, Staff Development, Public Relations, Community Outreach, International..., Local Government, Social Entrepreneurship, Public-private..., Program Development, Workshop Facilitation, Program Evaluation, Disaster Recovery
Education
The Graduate School 2009 — 2011
Mathematics and Statistics
University of Michigan 2006 — 2008
MA, Urban Planning / Economics
Kellogg Community College 2005 — 2006
Certificate, Accounting
Michigan State University 2000 — 2004
BA, Economics
Shelley Leopard Shelley Leopard's Morgan Stanley Wealth Management Experience February 2014 - August 2015
Job Executive Assistant Office Manager at First Protective
Industry Financial Services
Experience
First Protective August 2015 - Present
Morgan Stanley Wealth Management February 2014 - August 2015
Colonial Properties Trust December 2003 - October 2013
MCM Technology 2000 - 2003
HIghland Bank / Bancorp South 1994 - 2000
Skills
Office Management, Executive Level..., Business Travel, Executive Support, Executive Calendar..., Human Resources, Onboarding, Calendar Planning, Accounts Payable, Event Planning, Travel Management, Project Management, Corporate Events, Facilities Management, Budgets, Commercial Real Estate, Management, Real Estate, Customer Service, Disposition, Microsoft Office, Marketing, Asset Management, PowerPoint, Microsoft Excel, Team Management, Team Leadership, Contract Negotiation, Due Diligence, OneNote, Windows 7, Non-profit Board..., Budget Monitoring, Non-profit..., Policy Writing, Financial Analysis, Document Management, Team Building, Youth Leadership, Church Events, Comfortable working..., Finance
Education
Samford University
Business Administration and Management, General
Jefferson State Community College
General Studies
First Protective August 2015 - Present
Morgan Stanley Wealth Management February 2014 - August 2015
Colonial Properties Trust December 2003 - October 2013
MCM Technology 2000 - 2003
HIghland Bank / Bancorp South 1994 - 2000
Skills
Office Management, Executive Level..., Business Travel, Executive Support, Executive Calendar..., Human Resources, Onboarding, Calendar Planning, Accounts Payable, Event Planning, Travel Management, Project Management, Corporate Events, Facilities Management, Budgets, Commercial Real Estate, Management, Real Estate, Customer Service, Disposition, Microsoft Office, Marketing, Asset Management, PowerPoint, Microsoft Excel, Team Management, Team Leadership, Contract Negotiation, Due Diligence, OneNote, Windows 7, Non-profit Board..., Budget Monitoring, Non-profit..., Policy Writing, Financial Analysis, Document Management, Team Building, Youth Leadership, Church Events, Comfortable working..., Finance
Education
Samford University
Business Administration and Management, General
Jefferson State Community College
General Studies
Carmen Grosu Carmen Grosu's Morgan Stanley Wealth Management Experience December 2012 - December 2013
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Cook County State's Attorney's Office 2014 - Present
Morgan Stanley Wealth Management December 2012 - December 2013
Education
Glenbrook South High School
Loyola University Chicago
Cook County State's Attorney's Office 2014 - Present
Morgan Stanley Wealth Management December 2012 - December 2013
Education
Glenbrook South High School
Loyola University Chicago
Amy DeWit Amy DeWit's Morgan Stanley Wealth Management Experience January 2007 - Present
Job Senior Registered Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2007 - Present
Hollencrest Capital Management June 2002 - June 2006
Education
Kennesaw State University 1994 — 1996
North Cobb High School
Morgan Stanley Wealth Management January 2007 - Present
Hollencrest Capital Management June 2002 - June 2006
Education
Kennesaw State University 1994 — 1996
North Cobb High School
JARED STEIN's Morgan Stanley Wealth Management Experience January 2008 - July 2008
Job Chief Operating Officer, Stein Industries Inc.
Industry Motion Pictures and Film
Experience
Stein Industries Inc. March 2013 - Present
Membler Entertainment LLC February 2008 - June 2012
Morgan Stanley Wealth Management January 2008 - July 2008
Skills
Entertainment, Social Media, Microsoft Office, Television, Film, Event Planning, Event Management, Customer Service, Video Production, Photoshop, Social Media Marketing, Microsoft Excel, Public Speaking, Public Relations, Film Production, Manufacturing, Metal Fabrication, Custom Millwork Design, Custom Millwork, AutoCAD, Concessions, Marketing, Theatre, Advertising, Marketing Strategy, Microsoft Word, Purchasing, Entrepreneurship
Education
Long Island University, C.W. Post Campus 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Stein Industries Inc. March 2013 - Present
Membler Entertainment LLC February 2008 - June 2012
Morgan Stanley Wealth Management January 2008 - July 2008
Skills
Entertainment, Social Media, Microsoft Office, Television, Film, Event Planning, Event Management, Customer Service, Video Production, Photoshop, Social Media Marketing, Microsoft Excel, Public Speaking, Public Relations, Film Production, Manufacturing, Metal Fabrication, Custom Millwork Design, Custom Millwork, AutoCAD, Concessions, Marketing, Theatre, Advertising, Marketing Strategy, Microsoft Word, Purchasing, Entrepreneurship
Education
Long Island University, C.W. Post Campus 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Rob Foresti Rob Foresti's Morgan Stanley Wealth Management Experience 1989 - 1996
Job Finance & Investor Relations Executive (Public Company and Hedge Funds)
Industry Investment Management
Experience
Elm Ridge Capital Management 2013 - 2014
Elm Ridge Capital Management 2011 - 2013
Avon Products Inc. 2003 - 2011
Avon Products Inc. 2002 - 2003
Avon Products Inc. 1998 - 2001
American Stock Exchange 1996 - 1998
Morgan Stanley Wealth Management 1989 - 1996
First Fidelity Capital Corp. 1987 - 1988
Education
Lafayette College 1983 — 1987
BA, Economics and Business
Elm Ridge Capital Management 2013 - 2014
Elm Ridge Capital Management 2011 - 2013
Avon Products Inc. 2003 - 2011
Avon Products Inc. 2002 - 2003
Avon Products Inc. 1998 - 2001
American Stock Exchange 1996 - 1998
Morgan Stanley Wealth Management 1989 - 1996
First Fidelity Capital Corp. 1987 - 1988
Education
Lafayette College 1983 — 1987
BA, Economics and Business
David Berdon David Berdon's Morgan Stanley Wealth Management Experience March 2013 - Present
Job Managing Director at Morgan Stanley Wealth Management
Industry Investment Banking
Experience
Morgan Stanley Wealth Management March 2013 - Present
Goldman Sachs March 2001 - March 2013
Morgan Stanley Wealth Management 2013 - 2013
Soliloquy 1999 - 2001
Diamond Management & Technology Consultants September 1997 - June 1999
Chase manhattan bank 1992 - 1994
Skills
Venture Capital, Valuation, Investments, Private Equity, Business Strategy, Start-ups, Financial Analysis, Management Consulting, Strategic Planning, Financial Modeling, Corporate Finance, Marketing Strategy, Asset Management
Education
Wharton School, University of Pennsylvania 1995 — 1997
MBA, Finance, General
Lafayette College 1988 — 1992
BA, Government and Law
Scarsdale High School 1985 — 1988
Morgan Stanley Wealth Management March 2013 - Present
Goldman Sachs March 2001 - March 2013
Morgan Stanley Wealth Management 2013 - 2013
Soliloquy 1999 - 2001
Diamond Management & Technology Consultants September 1997 - June 1999
Chase manhattan bank 1992 - 1994
Skills
Venture Capital, Valuation, Investments, Private Equity, Business Strategy, Start-ups, Financial Analysis, Management Consulting, Strategic Planning, Financial Modeling, Corporate Finance, Marketing Strategy, Asset Management
Education
Wharton School, University of Pennsylvania 1995 — 1997
MBA, Finance, General
Lafayette College 1988 — 1992
BA, Government and Law
Scarsdale High School 1985 — 1988
Matthew Beardsley Matthew Beardsley's Morgan Stanley Wealth Management Experience July 2013 - May 2014
Job Engineer
Industry Telecommunications
Experience
Lindy's Contracting Group LLC June 2014 - Present
Morgan Stanley Wealth Management July 2013 - May 2014
Morgan Stanley Wealth Management October 2012 - July 2013
Siemens IT Solutions and Services Pvt. Ltd. April 2006 - October 2012
Stryker Orthopaedics July 2005 - April 2006
Rubachem Systems October 2004 - July 2005
Skills
Project Management, Perl, Microsoft Office, Troubleshooting, Windows, Active Directory, SQL, Linux, Windows Server, New Business Development, Integration, TCP/IP, Process Improvement, Networking, Management, Windows XP
Education
Kaplan University 2010 — 2012
Bachelor of Science in Information Technology, Information Security and Forensics
Lindy's Contracting Group LLC June 2014 - Present
Morgan Stanley Wealth Management July 2013 - May 2014
Morgan Stanley Wealth Management October 2012 - July 2013
Siemens IT Solutions and Services Pvt. Ltd. April 2006 - October 2012
Stryker Orthopaedics July 2005 - April 2006
Rubachem Systems October 2004 - July 2005
Skills
Project Management, Perl, Microsoft Office, Troubleshooting, Windows, Active Directory, SQL, Linux, Windows Server, New Business Development, Integration, TCP/IP, Process Improvement, Networking, Management, Windows XP
Education
Kaplan University 2010 — 2012
Bachelor of Science in Information Technology, Information Security and Forensics
Darryl H. Ng, CFP® Darryl H. Ng, CFP®'s Morgan Stanley Wealth Management Experience July 2015 - Present
Job CERTIFIED FINANCIAL PLANNER™ | Sr. Portfolio Manager | Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2015 - Present
Morgan Stanley Wealth Management September 2011 - Present
Morgan Stanley Wealth Management July 2013 - Present
Wells Fargo Advisors June 2005 - September 2011
Skills
Retirement Planning, Investment Management, Financial Goals, Risk Management, Executive Pay, Wealth Management, Asset Allocation, Strategic Financial..., Long-term Care, Life Insurance, College Education..., Portfolio Management, Managed Money, Financial Services, Financial Modeling, Wealth Management..., Financial Advisory, Long Term Care Insurance, Securities, Asset Management, 401k, Fixed Income, Investment Banking, Series 7, Investments, High Net Worth..., Finance, Insurance, Equities, Alternative Investments, Estate Planning, Wealth Accumulation, Valuation, Investment Advisory, Series 63, Mutual Funds, Financial Planning
Education
Kaplan University
Financial Planning Education Curriculum
University of Southern California
Bachelor of Science w/ Recognition, Entrepreneurship
Morgan Stanley Wealth Management July 2015 - Present
Morgan Stanley Wealth Management September 2011 - Present
Morgan Stanley Wealth Management July 2013 - Present
Wells Fargo Advisors June 2005 - September 2011
Skills
Retirement Planning, Investment Management, Financial Goals, Risk Management, Executive Pay, Wealth Management, Asset Allocation, Strategic Financial..., Long-term Care, Life Insurance, College Education..., Portfolio Management, Managed Money, Financial Services, Financial Modeling, Wealth Management..., Financial Advisory, Long Term Care Insurance, Securities, Asset Management, 401k, Fixed Income, Investment Banking, Series 7, Investments, High Net Worth..., Finance, Insurance, Equities, Alternative Investments, Estate Planning, Wealth Accumulation, Valuation, Investment Advisory, Series 63, Mutual Funds, Financial Planning
Education
Kaplan University
Financial Planning Education Curriculum
University of Southern California
Bachelor of Science w/ Recognition, Entrepreneurship
Craig Jordens Craig Jordens's Morgan Stanley Wealth Management Experience August 2013 - 2014
Job MBA Candidate (Loyola Marymount University)
Industry Management Consulting
Experience
Morgan Stanley Wealth Management August 2013 - 2014
C.C. Planning January 2011 - December 2013
Tucson Ford Aquatics May 2011 - August 2013
McGuire Entrepreneurship Program August 2012 - 2013
Skills
Management, Leadership, Entrepreneurship, Public Speaking, Team Building, Marketing, Sales, Team Leadership, Microsoft Excel, Coaching, Marketing Strategy, Event Planning, Market Research, Social Media, Sports, Microsoft Office, Social Media Marketing, Social Networking, PowerPoint, New Business Development, Real Estate Financing, Wealth Management, Municipal Bonds
Education
Loyola Marymount University 2014 — 2016
Master of Business Administration (MBA), Finance & Marketing
University of Arizona 2009 — 2013
Bachelor of Business Administration (BSBA), Management, Economics and Entrepreneurship, Graduated
Limestone College 2007 — 2008
Morgan Stanley Wealth Management August 2013 - 2014
C.C. Planning January 2011 - December 2013
Tucson Ford Aquatics May 2011 - August 2013
McGuire Entrepreneurship Program August 2012 - 2013
Skills
Management, Leadership, Entrepreneurship, Public Speaking, Team Building, Marketing, Sales, Team Leadership, Microsoft Excel, Coaching, Marketing Strategy, Event Planning, Market Research, Social Media, Sports, Microsoft Office, Social Media Marketing, Social Networking, PowerPoint, New Business Development, Real Estate Financing, Wealth Management, Municipal Bonds
Education
Loyola Marymount University 2014 — 2016
Master of Business Administration (MBA), Finance & Marketing
University of Arizona 2009 — 2013
Bachelor of Business Administration (BSBA), Management, Economics and Entrepreneurship, Graduated
Limestone College 2007 — 2008
Joshua Feinberg's Morgan Stanley Wealth Management Experience April 2013 - September 2013
Job Analyst, Accenture Strategy
Industry Management Consulting
Experience
Accenture February 2015 - Present
Virtusa August 2014 - February 2015
Morgan Stanley Wealth Management April 2013 - September 2013
Stow Acres Country Club May 2006 - August 2010
Skills
Strategy, Management Consulting, Business Analysis, Finance, Consulting, Project Management, Management, Golf, Research, Requirements Analysis, Requirements Gathering, Facebook, Public Speaking, Use Case Analysis, Microsoft Excel, PowerPoint, Financial Analysis, Data Analysis, Change Management, Zero-based Budgeting
Education
Lafayette College 2010 — 2014
Bachelor of Arts (B.A.), Government and Law, Summa Cum Laude
Accenture February 2015 - Present
Virtusa August 2014 - February 2015
Morgan Stanley Wealth Management April 2013 - September 2013
Stow Acres Country Club May 2006 - August 2010
Skills
Strategy, Management Consulting, Business Analysis, Finance, Consulting, Project Management, Management, Golf, Research, Requirements Analysis, Requirements Gathering, Facebook, Public Speaking, Use Case Analysis, Microsoft Excel, PowerPoint, Financial Analysis, Data Analysis, Change Management, Zero-based Budgeting
Education
Lafayette College 2010 — 2014
Bachelor of Arts (B.A.), Government and Law, Summa Cum Laude
Alissa Potter's Morgan Stanley Wealth Management Experience January 2015 - August 2015
Job Product Marketing and Operations Manager at Perseus.
Industry Financial Services
Experience
Perseus. August 2015 - Present
Morgan Stanley Wealth Management January 2015 - August 2015
Morgan Stanley Wealth Management June 2013 - January 2015
IBM Global Business Services August 2011 - May 2013
Puritek, Inc. January 2010 - December 2010
UBS AG June 2010 - August 2010
FX and Fox Cable Networks June 2009 - August 2009
Skills
Strategy, Business Analysis, Leadership, Business Strategy, Business Process..., Management Consulting, Microsoft Excel, Finance, Financial Services, Management, Program Management, Financial Analysis, Social Media, Microsoft Office, PowerPoint, Analysis, SharePoint, Consulting, IT Strategy, Business Transformation, Data Analysis, Analytics, Marketing Strategy, Business Process, B2B Marketing Strategy, Presentation Development, Strategic Planning, Process Improvement, Digital Strategy, Product Management, User Experience Design, Product Marketing
Education
Lehigh University 2007 — 2011
Bachelor of Science, Integrated Business and Engineering (IBE) Honors Program, Industrial Engineering
Perseus. August 2015 - Present
Morgan Stanley Wealth Management January 2015 - August 2015
Morgan Stanley Wealth Management June 2013 - January 2015
IBM Global Business Services August 2011 - May 2013
Puritek, Inc. January 2010 - December 2010
UBS AG June 2010 - August 2010
FX and Fox Cable Networks June 2009 - August 2009
Skills
Strategy, Business Analysis, Leadership, Business Strategy, Business Process..., Management Consulting, Microsoft Excel, Finance, Financial Services, Management, Program Management, Financial Analysis, Social Media, Microsoft Office, PowerPoint, Analysis, SharePoint, Consulting, IT Strategy, Business Transformation, Data Analysis, Analytics, Marketing Strategy, Business Process, B2B Marketing Strategy, Presentation Development, Strategic Planning, Process Improvement, Digital Strategy, Product Management, User Experience Design, Product Marketing
Education
Lehigh University 2007 — 2011
Bachelor of Science, Integrated Business and Engineering (IBE) Honors Program, Industrial Engineering
Arnold R. Harper Arnold R. Harper's Morgan Stanley Wealth Management Experience January 2011 - March 2014
Job Legal Shield Associate/Platinum Capital Investment Group, Inc
Industry Import and Export
Experience
Legal Shield July 2015 - Present
Falcon Global Group, LTD May 2014 - Present
Platinum Capital Investment Group Inc November 1998 - Present
McKesson Health IT September 2014 - July 2015
Morgan Stanley Wealth Management January 2011 - March 2014
HomeBanc Mortgage September 1996 - March 1999
Skills
Training, Business Development, Management, Strategy, Instructor-led Training, Commercial Mortgages, Mortgage Lending, Real Estate, Bible teaching, Management Consulting, Business Analysis, Business Planning, Computer Proficiency, REO, Import/Export Operations, Import Logistics, Direct Sales, Disability Insurance, Health Insurance, Healthcare, Entrepreneurship, Executive Coaching, Job Coaching, Life Coaching, Sales Management, Team Leadership, Team Building, Golf Courses, Telemarketing, Telephone Skills, Cold Calling Experience, Computer Operations, Strategic Planning, Organizational..., Coaching, Analysis, Project Management, Investments, Finance, Negotiation, Employee Training, Sales, Consulting, Sourcing, Integration, Financial Services, Start-ups
Education
Liberty University 2009 — 2016
Bachelor's Degree, Finance/Religion
Kaplan University
Associate's Degree, Computer and Information Systems Security/Information Assurance
Lincoln University
Bachelor's Degree, Business Administration and Accounting
Legal Shield July 2015 - Present
Falcon Global Group, LTD May 2014 - Present
Platinum Capital Investment Group Inc November 1998 - Present
McKesson Health IT September 2014 - July 2015
Morgan Stanley Wealth Management January 2011 - March 2014
HomeBanc Mortgage September 1996 - March 1999
Skills
Training, Business Development, Management, Strategy, Instructor-led Training, Commercial Mortgages, Mortgage Lending, Real Estate, Bible teaching, Management Consulting, Business Analysis, Business Planning, Computer Proficiency, REO, Import/Export Operations, Import Logistics, Direct Sales, Disability Insurance, Health Insurance, Healthcare, Entrepreneurship, Executive Coaching, Job Coaching, Life Coaching, Sales Management, Team Leadership, Team Building, Golf Courses, Telemarketing, Telephone Skills, Cold Calling Experience, Computer Operations, Strategic Planning, Organizational..., Coaching, Analysis, Project Management, Investments, Finance, Negotiation, Employee Training, Sales, Consulting, Sourcing, Integration, Financial Services, Start-ups
Education
Liberty University 2009 — 2016
Bachelor's Degree, Finance/Religion
Kaplan University
Associate's Degree, Computer and Information Systems Security/Information Assurance
Lincoln University
Bachelor's Degree, Business Administration and Accounting
Jesus Cortes's Morgan Stanley Wealth Management Experience August 2013 - Present
Job Director International Settlements Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2013 - Present
Morgan Stanley Wealth Management April 2013 - August 2013
Citigroup – Salomon Smith Barney Retail November 2009 - February 2013
Citigroup April 2000 - October 2009
Bear Stearns January 1999 - April 2000
BHF Securities Inc November 1998 - April 1999
HSBC Secuities Inc May 1994 - October 1998
Baring Securities Inc May 1992 - May 1994
Dean Witter Renoylds June 1990 - April 1992
Skills
Microsoft Word, Microsoft Excel, Microsoft Exchange, International..., PowerPoint, Management, Banking, Securities, Settlement, Back Office, Account Reconciliation, SWIFT payments, Customer Service, Emerging Markets, Fixed Income, Equities, ETFs, Series 7, Customer Satisfaction
Education
Kingsborough Community College 1988 — 1990
Associate's degree, Business Administration, Management and Operations
Morgan Stanley Wealth Management August 2013 - Present
Morgan Stanley Wealth Management April 2013 - August 2013
Citigroup – Salomon Smith Barney Retail November 2009 - February 2013
Citigroup April 2000 - October 2009
Bear Stearns January 1999 - April 2000
BHF Securities Inc November 1998 - April 1999
HSBC Secuities Inc May 1994 - October 1998
Baring Securities Inc May 1992 - May 1994
Dean Witter Renoylds June 1990 - April 1992
Skills
Microsoft Word, Microsoft Excel, Microsoft Exchange, International..., PowerPoint, Management, Banking, Securities, Settlement, Back Office, Account Reconciliation, SWIFT payments, Customer Service, Emerging Markets, Fixed Income, Equities, ETFs, Series 7, Customer Satisfaction
Education
Kingsborough Community College 1988 — 1990
Associate's degree, Business Administration, Management and Operations
Andrea Otte Andrea Otte's Morgan Stanley Wealth Management Experience November 2000 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2000 - Present
Skills
Series 7, Series 63, Series 65, series 31, series 9, Securities
Education
Kent State University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General
Morgan Stanley Wealth Management November 2000 - Present
Skills
Series 7, Series 63, Series 65, series 31, series 9, Securities
Education
Kent State University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General
ARIAM CALLE ARIAM CALLE's Morgan Stanley Wealth Management Experience July 2013 - December 2014
Job Cash Management Operations Sanctions Enforcement and Exceptions, BNP Paribas
Industry Financial Services
Experience
BNP Paribas June 2015 - Present
Morgan Stanley Wealth Management July 2013 - December 2014
INTL FCStone Inc. February 2012 - April 2013
UBS December 2003 - February 2012
Morgan Stanley Dean Witter February 2002 - November 2003
Deutsche Bank March 2001 - December 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Banking, Account Reconciliation, Treasury Management, Cash Management, Accounting, Trading, Financial Analysis
Education
Jones International University
BNP Paribas June 2015 - Present
Morgan Stanley Wealth Management July 2013 - December 2014
INTL FCStone Inc. February 2012 - April 2013
UBS December 2003 - February 2012
Morgan Stanley Dean Witter February 2002 - November 2003
Deutsche Bank March 2001 - December 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Banking, Account Reconciliation, Treasury Management, Cash Management, Accounting, Trading, Financial Analysis
Education
Jones International University
Laila Latif Laila Latif's Morgan Stanley Wealth Management Experience June 2015 - Present
Job Summer Intern at Morgan Stanley Wealth Management
Industry Marketing and Advertising
Experience
The Black Institute June 2015 - Present
Morgan Stanley Wealth Management June 2015 - Present
MileAce Inc. August 2014 - August 2014
John Paul Ataker June 2014 - July 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Social Media Marketing, PowerPoint, Organization, Marketing, Sales, Facebook, Web Design
Education
Kenyon College 2013 — 2017
United Nations International School 2011 — 2013
Full International Baccalaureate Diploma
American School of Dubai 2009 — 2011
The Black Institute June 2015 - Present
Morgan Stanley Wealth Management June 2015 - Present
MileAce Inc. August 2014 - August 2014
John Paul Ataker June 2014 - July 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Social Media Marketing, PowerPoint, Organization, Marketing, Sales, Facebook, Web Design
Education
Kenyon College 2013 — 2017
United Nations International School 2011 — 2013
Full International Baccalaureate Diploma
American School of Dubai 2009 — 2011
Danielle Nestor Danielle Nestor's Morgan Stanley Wealth Management Experience April 2013 - Present
Job First Vice President, Complex Business Development Manager, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2013 - Present
UBS Financial Services September 2012 - April 2013
UBS Financial Services, Inc. November 1998 - April 2013
Huntington YMCA 2001 - 2010
Education
LIU Post 1995 — 1998
Master's Degree, Accounting
LIU Post 1989 — 1993
Bachelor Degree, Management
Morgan Stanley Wealth Management April 2013 - Present
UBS Financial Services September 2012 - April 2013
UBS Financial Services, Inc. November 1998 - April 2013
Huntington YMCA 2001 - 2010
Education
LIU Post 1995 — 1998
Master's Degree, Accounting
LIU Post 1989 — 1993
Bachelor Degree, Management
Carol Keen's Morgan Stanley Wealth Management Experience November 2009 - Present
Job Sr. Registered CSA with the Terminus Group at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2009 - Present
UBS Financial Servcies November 2001 - November 2009
PainWebber August 2000 - November 2001
J.C. Bradford & Company January 1998 - August 2000
Skills
Bonds, ETFs, Wealth Management..., Investment Management, Financial Analysis, IRAs, 401k, Strategic Financial..., Estate Planning, Alternative Investments, High Net Worth..., Retirement, Life Insurance, Wealth, Options, Financial Goals, Long Term Care Insurance, Series 7, Series 66, Financial Planning..., Financial Planning
Education
Kennesaw State University 1995 — 1997
Morgan Stanley Wealth Management November 2009 - Present
UBS Financial Servcies November 2001 - November 2009
PainWebber August 2000 - November 2001
J.C. Bradford & Company January 1998 - August 2000
Skills
Bonds, ETFs, Wealth Management..., Investment Management, Financial Analysis, IRAs, 401k, Strategic Financial..., Estate Planning, Alternative Investments, High Net Worth..., Retirement, Life Insurance, Wealth, Options, Financial Goals, Long Term Care Insurance, Series 7, Series 66, Financial Planning..., Financial Planning
Education
Kennesaw State University 1995 — 1997
Tracie (Hamann) Lemmon Tracie (Hamann) Lemmon's Morgan Stanley Wealth Management Experience 2004 - 2005
Job Finance Specialist at Central California Alliance for Health
Industry Nonprofit Organization Management
Experience
Central California Alliance for Health October 2013 - Present
San Mateo County Transit District August 2013 - September 2013
The Armada Group 2011 - 2013
Seagate Technology 2010 - 2011
Plantronics, Inc 2005 - 2010
Morgan Stanley Wealth Management 2004 - 2005
Seagate Technology December 2002 - December 2003
Plantronics 1999 - 2002
Skills
Forecasting, Finance, Financial Analysis, Cash Management, Risk Management, Managerial Finance, Management, Analysis, Accounting, Treasury, Leadership, Microsoft Excel, Team Leadership, Treasury Management, Corporate Finance, Banking, PowerPoint, Microsoft Word, Outlook, Process Improvement, Budget, Google Docs, Project Management, Skype, Global Cash Management, Insurance, Investor Relations, C-Level Executive..., Travel Management, Series 7, Stock Administration, Foreign Currency, Bloomberg, QuickBooks, Accounts Payable, Accounts Receivable, Budgeting, Payroll Administration, Financial Reporting, Executive Management, Cash Flow Forecasting, Budgets, Oracle Applications, BofA, CashPro, SEC Compliance, MS Excel Pivot Tables, Vlookup, Adaptive Insights, Tableau
Education
Liberty University 2013 — 2016
Bachelor of Science (B.S.)
San Jose State University
Western Nevada Community College
Associates of Arts
Central California Alliance for Health October 2013 - Present
San Mateo County Transit District August 2013 - September 2013
The Armada Group 2011 - 2013
Seagate Technology 2010 - 2011
Plantronics, Inc 2005 - 2010
Morgan Stanley Wealth Management 2004 - 2005
Seagate Technology December 2002 - December 2003
Plantronics 1999 - 2002
Skills
Forecasting, Finance, Financial Analysis, Cash Management, Risk Management, Managerial Finance, Management, Analysis, Accounting, Treasury, Leadership, Microsoft Excel, Team Leadership, Treasury Management, Corporate Finance, Banking, PowerPoint, Microsoft Word, Outlook, Process Improvement, Budget, Google Docs, Project Management, Skype, Global Cash Management, Insurance, Investor Relations, C-Level Executive..., Travel Management, Series 7, Stock Administration, Foreign Currency, Bloomberg, QuickBooks, Accounts Payable, Accounts Receivable, Budgeting, Payroll Administration, Financial Reporting, Executive Management, Cash Flow Forecasting, Budgets, Oracle Applications, BofA, CashPro, SEC Compliance, MS Excel Pivot Tables, Vlookup, Adaptive Insights, Tableau
Education
Liberty University 2013 — 2016
Bachelor of Science (B.S.)
San Jose State University
Western Nevada Community College
Associates of Arts
Monika Gierig Monika Gierig's Morgan Stanley Wealth Management Experience September 2013 - February 2014
Job Lead Business Analyst at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank June 2015 - Present
Bank of Tokyo-Mitsubishi UFJ September 2014 - March 2015
Credit Suisse May 2014 - August 2014
Morgan Stanley Wealth Management September 2013 - February 2014
Morgan Stanley February 2013 - September 2013
Morgan Stanley December 2004 - February 2013
FJA-US April 2001 - July 2004
Essentium, Inc May 1998 - March 2001
Skills
XML, Perl, JavaScript, Business Analysis, Databases, Software Development, Sybase, Requirements Analysis, Team Leadership, Java, Visual Basic, SQL, SDLC, DB2, Unix, System Architecture, Systems Analysis, Business Objects, MS Project, Application Development, Struts, Distributed Systems, Visio, Application Architecture, HTML, Oracle SQL, Data Analysis, Architecture, SAP Business Objects, Python, QlikView, Teradata, Hadoop
Education
Columbia University
Certificate, Database Programming
LOMA
Certificate, Fundamentals of Life and Health Insurance
Ludwig-Maximilians Universität München
M.A., Philosophy
Barclays Investment Bank June 2015 - Present
Bank of Tokyo-Mitsubishi UFJ September 2014 - March 2015
Credit Suisse May 2014 - August 2014
Morgan Stanley Wealth Management September 2013 - February 2014
Morgan Stanley February 2013 - September 2013
Morgan Stanley December 2004 - February 2013
FJA-US April 2001 - July 2004
Essentium, Inc May 1998 - March 2001
Skills
XML, Perl, JavaScript, Business Analysis, Databases, Software Development, Sybase, Requirements Analysis, Team Leadership, Java, Visual Basic, SQL, SDLC, DB2, Unix, System Architecture, Systems Analysis, Business Objects, MS Project, Application Development, Struts, Distributed Systems, Visio, Application Architecture, HTML, Oracle SQL, Data Analysis, Architecture, SAP Business Objects, Python, QlikView, Teradata, Hadoop
Education
Columbia University
Certificate, Database Programming
LOMA
Certificate, Fundamentals of Life and Health Insurance
Ludwig-Maximilians Universität München
M.A., Philosophy
Andrew Bernier Andrew Bernier's Morgan Stanley Wealth Management Experience January 2012 - October 2012
Job Sr Analyst at Nielsen Catalina Solutions
Industry Marketing and Advertising
Experience
Nielsen Catalina Solutions April 2015 - Present
Nielsen Catalina Solutions April 2014 - April 2015
Orbitz Worldwide July 2013 - November 2013
CRL Senior Living Communities November 2012 - June 2013
Morgan Stanley Wealth Management January 2012 - October 2012
Marquette Bank May 2010 - January 2012
SJF Investment Management November 2008 - May 2010
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Word, Microsoft Office, Analysis, Marketing, Portfolio Management, Research, Accounting, Risk Management, Data Analysis, Investments, Financial Modeling, Finance, Corporate Finance, Business Strategy, Economics, Business Analysis, Mergers & Acquisitions, Management, Business Development, Market Research, Forecasting, Budgets, Business Planning, Financial Reporting, Leadership, Social Media
Education
Loyola University of Chicago 2008 — 2012
BBA, Economics, Finance, Marketing
Nielsen Catalina Solutions April 2015 - Present
Nielsen Catalina Solutions April 2014 - April 2015
Orbitz Worldwide July 2013 - November 2013
CRL Senior Living Communities November 2012 - June 2013
Morgan Stanley Wealth Management January 2012 - October 2012
Marquette Bank May 2010 - January 2012
SJF Investment Management November 2008 - May 2010
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Word, Microsoft Office, Analysis, Marketing, Portfolio Management, Research, Accounting, Risk Management, Data Analysis, Investments, Financial Modeling, Finance, Corporate Finance, Business Strategy, Economics, Business Analysis, Mergers & Acquisitions, Management, Business Development, Market Research, Forecasting, Budgets, Business Planning, Financial Reporting, Leadership, Social Media
Education
Loyola University of Chicago 2008 — 2012
BBA, Economics, Finance, Marketing
Charles Bohovich Charles Bohovich's Morgan Stanley Wealth Management Experience February 2013 - Present
Job Assistant Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2013 - Present
Griffin Capital Securities May 2011 - May 2012
Priority Capital Group November 2009 - July 2011
UBS International June 1990 - August 2009
UBS Wealth Management 1996 - 2002
Education
Lehigh University - College of Business and Economics 1984 — 1988
Bachelor of Science, Business and Economics
Morgan Stanley Wealth Management February 2013 - Present
Griffin Capital Securities May 2011 - May 2012
Priority Capital Group November 2009 - July 2011
UBS International June 1990 - August 2009
UBS Wealth Management 1996 - 2002
Education
Lehigh University - College of Business and Economics 1984 — 1988
Bachelor of Science, Business and Economics
Mike LaPorta Mike LaPorta's Morgan Stanley Wealth Management Experience March 2012 - January 2013
Job Senior Corporate Actions Specialist at MF Global
Industry Capital Markets
Experience
Bank Leumi January 2013 - Present
Morgan Stanley Wealth Management March 2012 - January 2013
MF Global July 2007 - November 2011
hsbc 2000 - 2007
HSBC Securities 2000 - 2007
Skills
Corporate Actions, Middle Office, Equities, Derivatives, Fixed Income, Prime Brokerage, Hedge Funds, Back Office, Bloomberg, Settlement, Securities, SWIFT messaging, Options, Swaps, Securities Lending, Trading Systems, FX Options, Equity Derivatives, Collateral Management, Bonds, Electronic Trading, Trading, Dividends, Capital Markets, Equity Trading, Financial Markets, Series 7, Structured Products, FINRA, Proprietary Trading, Credit Derivatives, Investment Banking, Market Data, ETFs, Money Market, Operational Risk, Commodity, Series 63, Bloomberg Terminal, Market Risk, Financial Services, Alternative Investments, Currency, Mutual Funds, AML, Emerging Markets, Asset Management, Financial Risk, Euroclear, Technical Analysis
Education
Kingsborough Community College
Bank Leumi January 2013 - Present
Morgan Stanley Wealth Management March 2012 - January 2013
MF Global July 2007 - November 2011
hsbc 2000 - 2007
HSBC Securities 2000 - 2007
Skills
Corporate Actions, Middle Office, Equities, Derivatives, Fixed Income, Prime Brokerage, Hedge Funds, Back Office, Bloomberg, Settlement, Securities, SWIFT messaging, Options, Swaps, Securities Lending, Trading Systems, FX Options, Equity Derivatives, Collateral Management, Bonds, Electronic Trading, Trading, Dividends, Capital Markets, Equity Trading, Financial Markets, Series 7, Structured Products, FINRA, Proprietary Trading, Credit Derivatives, Investment Banking, Market Data, ETFs, Money Market, Operational Risk, Commodity, Series 63, Bloomberg Terminal, Market Risk, Financial Services, Alternative Investments, Currency, Mutual Funds, AML, Emerging Markets, Asset Management, Financial Risk, Euroclear, Technical Analysis
Education
Kingsborough Community College
Joseph Ciombor Joseph Ciombor's Morgan Stanley Wealth Management Experience August 2010 - January 2013
Job Internal Sales at Legg Mason
Industry Financial Services
Experience
Legg Mason August 2014 - Present
Equities Trader January 2013 - July 2014
Morgan Stanley Wealth Management August 2010 - January 2013
Morgan Stanley Wealth Management December 2008 - August 2010
Skills
Options, Equity Trading, Series 7, Series 63, Series 65, Asset Allocation, Project Management, Wealth Management, Portfolio Management, Investments, Investment Strategies, Risk Management, Financial Analysis, Trading, Finance, Equity Research, Mutual Funds, Fixed Income, Securities
Education
James Madison University 2003 — 2007
Bachelor's degree, Finance
Legg Mason August 2014 - Present
Equities Trader January 2013 - July 2014
Morgan Stanley Wealth Management August 2010 - January 2013
Morgan Stanley Wealth Management December 2008 - August 2010
Skills
Options, Equity Trading, Series 7, Series 63, Series 65, Asset Allocation, Project Management, Wealth Management, Portfolio Management, Investments, Investment Strategies, Risk Management, Financial Analysis, Trading, Finance, Equity Research, Mutual Funds, Fixed Income, Securities
Education
James Madison University 2003 — 2007
Bachelor's degree, Finance
Gail Regan Gail Regan's Morgan Stanley Wealth Management Experience June 2010 - Present
Job Complex Manager Assistant at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2010 - Present
St. Ignatius School August 2008 - June 2010
Skills
Series 7, Series 63, Series 9, Series 10, Wealth Management
Education
Loyola University Maryland 2004 — 2008
Bachelor of Arts (B.A.)
Morgan Stanley Wealth Management June 2010 - Present
St. Ignatius School August 2008 - June 2010
Skills
Series 7, Series 63, Series 9, Series 10, Wealth Management
Education
Loyola University Maryland 2004 — 2008
Bachelor of Arts (B.A.)
William L Kane Jr. William L Kane Jr.'s Morgan Stanley Wealth Management Experience December 2012 - March 2013
Job Student at Kutztown University
Industry Logistics and Supply Chain
Experience
FedEx Freight January 2015 - Present
FedEx Freight October 2014 - January 2015
FedEx Freight March 2010 - November 2014
Morgan Stanley Wealth Management December 2012 - March 2013
Blue Mountain Ski Area November 2008 - March 2011
Skills
Transportation, Logistics, Operations Management, Logistics Management, Process Improvement, Transportation..., Microsoft Excel, Freight, Shipping, Customer Service, Microsoft Office, Analysis, Leadership, Supply Chain Management, Team Building, Supply Chain, PowerPoint, Microsoft Word, Warehousing, Data Analysis, Warehouse Management, Supply Chain..., Freight Forwarding, Teamwork, Materials Management, Data Entry, Training, Forklift Operator
Education
Kutztown University of Pennsylvania 2012 — 2014
Bachelor of Science (BS), Finance, General
Northampton Community College 2010 — 2012
Associate of Arts (A.A.), Business Administration and Management, General
FedEx Freight January 2015 - Present
FedEx Freight October 2014 - January 2015
FedEx Freight March 2010 - November 2014
Morgan Stanley Wealth Management December 2012 - March 2013
Blue Mountain Ski Area November 2008 - March 2011
Skills
Transportation, Logistics, Operations Management, Logistics Management, Process Improvement, Transportation..., Microsoft Excel, Freight, Shipping, Customer Service, Microsoft Office, Analysis, Leadership, Supply Chain Management, Team Building, Supply Chain, PowerPoint, Microsoft Word, Warehousing, Data Analysis, Warehouse Management, Supply Chain..., Freight Forwarding, Teamwork, Materials Management, Data Entry, Training, Forklift Operator
Education
Kutztown University of Pennsylvania 2012 — 2014
Bachelor of Science (BS), Finance, General
Northampton Community College 2010 — 2012
Associate of Arts (A.A.), Business Administration and Management, General
Emily Pattee's Morgan Stanley Wealth Management Experience December 2013 - Present
Job Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management December 2013 - Present
New England Securities January 2012 - October 2013
Independent April 2010 - December 2011
Skills
Retirement Planning, Asset Allocation, Investment Strategies, Wealth Accumulation..., Equity Trading, Estate Planning, Client Relations Skills, ETFs, Portfolio Management
Education
Kansas State University 2005 — 2009
Bachelor of Science, Education
Palatine High School
Morgan Stanley Wealth Management December 2013 - Present
New England Securities January 2012 - October 2013
Independent April 2010 - December 2011
Skills
Retirement Planning, Asset Allocation, Investment Strategies, Wealth Accumulation..., Equity Trading, Estate Planning, Client Relations Skills, ETFs, Portfolio Management
Education
Kansas State University 2005 — 2009
Bachelor of Science, Education
Palatine High School
James Lindeman James Lindeman's Morgan Stanley Wealth Management Experience June 2013 - September 2014
Job Financial Specialist with PNC
Industry Financial Services
Experience
PNC Investments September 2014 - Present
Morgan Stanley Wealth Management June 2013 - September 2014
Morgan Stanley Wealth Management June 2013 - September 2014
Morgan Stanley Wealth Management December 2010 - June 2013
Skills
Series 7, Mutual Funds, Series 63, Equities, Financial Services, Portfolio Management, Wealth Management, Risk Management, Investments, Microsoft Excel, Data Analysis, Finance, Asset Allocation, Financial Risk, Training
Education
Liberty University
PNC Investments September 2014 - Present
Morgan Stanley Wealth Management June 2013 - September 2014
Morgan Stanley Wealth Management June 2013 - September 2014
Morgan Stanley Wealth Management December 2010 - June 2013
Skills
Series 7, Mutual Funds, Series 63, Equities, Financial Services, Portfolio Management, Wealth Management, Risk Management, Investments, Microsoft Excel, Data Analysis, Finance, Asset Allocation, Financial Risk, Training
Education
Liberty University
Chase West Chase West's Morgan Stanley Wealth Management Experience June 2013 - August 2013
Job Equity Research Associate | SMID Staples | Consumer Edge Research
Industry Financial Services
Experience
Consumer Edge Research LLC October 2014 - Present
Ahold January 2014 - October 2014
Wofford College Peer Tutoring Program September 2012 - December 2013
Wofford College Athletic Department September 2010 - December 2013
Morgan Stanley Wealth Management June 2013 - August 2013
Shaffer/Heller LLC May 2013 - July 2013
Mummert Chocolates April 2007 - December 2012
Skills
Teamwork, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Customer Service, Public Speaking, Research, Social Media
Education
Wofford College 2010 — 2013
Finance/ Pre-Med Concentration, Major GPA: 3.73 GPA: 3.38
Loyola College in Maryland 2009 — 2010
Consumer Edge Research LLC October 2014 - Present
Ahold January 2014 - October 2014
Wofford College Peer Tutoring Program September 2012 - December 2013
Wofford College Athletic Department September 2010 - December 2013
Morgan Stanley Wealth Management June 2013 - August 2013
Shaffer/Heller LLC May 2013 - July 2013
Mummert Chocolates April 2007 - December 2012
Skills
Teamwork, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Customer Service, Public Speaking, Research, Social Media
Education
Wofford College 2010 — 2013
Finance/ Pre-Med Concentration, Major GPA: 3.73 GPA: 3.38
Loyola College in Maryland 2009 — 2010
Diana Colbert Diana Colbert's Morgan Stanley Wealth Management Experience
Job First Vice President at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management
Skills
Series 63, Risk Management, FINRA, Series 65, Series 24, Series 6, Series 7, Series 8 (Series 9 &...
Education
Loyola University Maryland
Master's Degree
Morgan Stanley Wealth Management
Skills
Series 63, Risk Management, FINRA, Series 65, Series 24, Series 6, Series 7, Series 8 (Series 9 &...
Education
Loyola University Maryland
Master's Degree
Jason Morrall Jason Morrall's Morgan Stanley Wealth Management Experience May 2012 - August 2012
Job Sales and Trading Analyst at Citi
Industry Financial Services
Experience
Citi June 2015 - Present
Citi June 2014 - August 2014
Federal Reserve Bank of Chicago May 2013 - August 2013
Morgan Stanley Wealth Management May 2012 - August 2012
Skills
Leadership, Microsoft Excel, Microsoft Word, Work Ethic, Research, Finance, Public Speaking, Writing, PowerPoint, Marketing, Data Analysis, Time Management, Teamwork, Editing, Analysis, Critical Thinking, Microsoft Office, Event Planning, Statistics, Economics, Financial Analysis
Education
Lake Forest College 2011 — 2015
Bachelor of Arts (B.A.), Finance and Politics Double Major
Grand Ledge High School 2007 — 2011
Citi June 2015 - Present
Citi June 2014 - August 2014
Federal Reserve Bank of Chicago May 2013 - August 2013
Morgan Stanley Wealth Management May 2012 - August 2012
Skills
Leadership, Microsoft Excel, Microsoft Word, Work Ethic, Research, Finance, Public Speaking, Writing, PowerPoint, Marketing, Data Analysis, Time Management, Teamwork, Editing, Analysis, Critical Thinking, Microsoft Office, Event Planning, Statistics, Economics, Financial Analysis
Education
Lake Forest College 2011 — 2015
Bachelor of Arts (B.A.), Finance and Politics Double Major
Grand Ledge High School 2007 — 2011
Arvind Joshi, PMP's Morgan Stanley Wealth Management Experience October 2006 - May 2012
Job Manager at Deloitte
Industry Financial Services
Experience
Deloitte August 2014 - Present
Morgan Stanley May 2012 - July 2014
Morgan Stanley Wealth Management October 2006 - May 2012
Marsh USA Inc. August 2004 - October 2006
J P Morgan Chase January 2004 - August 2004
Bank One August 2003 - December 2003
Prebon Yamane August 2002 - August 2003
Campbell Soup March 2002 - August 2002
Ernst & Young LLP December 1996 - January 2002
Lehman Brothers September 1995 - December 1996
Skills
Enterprise Architecture, Business Intelligence, Program Management, Data Governance, Business and Data..., Reference Data and..., Information Stewardship, Data Wareshouse..., Data Analysis, Reference Data, Data Warehousing, Business Process..., IT Strategy, Data Modeling, SDLC, Business Analysis, Master Data Management, Requirements Analysis, Solution Architecture, Management, Software Project..., Data Stewardship, Metadata Management, Data Quality, Data Warehouse..., Teradata, IT Management, Governance, DB2, Data Architecture, Vendor Management, ETL, SOA, Data Integration, Strategy, Requirements Gathering, Informatica, CRM, Sybase, Business Requirements, Database Design, PMO, Business Objects, Integration, Data Migration, Project Portfolio..., Quality Assurance, PMP, Performance Tuning, Oracle
Education
The Maharaja Sayajirao University of Baroda 1988 — 1991
MCA, Computer Applications
University of Pune 1986 — 1987
Post Graduate Diploma, Computer Management
Karnatak University 1981 — 1985
B.E., Civil Engineering
Jnana Prabodhini Prashala 1975 — 1981
High School Diploma
Deloitte August 2014 - Present
Morgan Stanley May 2012 - July 2014
Morgan Stanley Wealth Management October 2006 - May 2012
Marsh USA Inc. August 2004 - October 2006
J P Morgan Chase January 2004 - August 2004
Bank One August 2003 - December 2003
Prebon Yamane August 2002 - August 2003
Campbell Soup March 2002 - August 2002
Ernst & Young LLP December 1996 - January 2002
Lehman Brothers September 1995 - December 1996
Skills
Enterprise Architecture, Business Intelligence, Program Management, Data Governance, Business and Data..., Reference Data and..., Information Stewardship, Data Wareshouse..., Data Analysis, Reference Data, Data Warehousing, Business Process..., IT Strategy, Data Modeling, SDLC, Business Analysis, Master Data Management, Requirements Analysis, Solution Architecture, Management, Software Project..., Data Stewardship, Metadata Management, Data Quality, Data Warehouse..., Teradata, IT Management, Governance, DB2, Data Architecture, Vendor Management, ETL, SOA, Data Integration, Strategy, Requirements Gathering, Informatica, CRM, Sybase, Business Requirements, Database Design, PMO, Business Objects, Integration, Data Migration, Project Portfolio..., Quality Assurance, PMP, Performance Tuning, Oracle
Education
The Maharaja Sayajirao University of Baroda 1988 — 1991
MCA, Computer Applications
University of Pune 1986 — 1987
Post Graduate Diploma, Computer Management
Karnatak University 1981 — 1985
B.E., Civil Engineering
Jnana Prabodhini Prashala 1975 — 1981
High School Diploma
Kevin T. Hanrahan's Morgan Stanley Wealth Management Experience April 2008 - July 2014
Job MBA Candidate at The University of Notre Dame Mendoza College of Business
Industry Financial Services
Experience
The University of Notre Dame Mendoza College of Business August 2014 - Present
Dover Corporation June 2015 - August 2015
Morgan Stanley Wealth Management April 2008 - July 2014
Citi Smith Barney April 2007 - April 2008
Commerce Bank January 2005 - April 2007
Education
University of Notre Dame 2014 — 2016
Master of Business Administration (MBA), Class of 2016
Loyola University Maryland 2000 — 2004
Bachelor of Business Administration (BBA), Marketing
KU Leuven 2002 — 2003
The University of Notre Dame Mendoza College of Business August 2014 - Present
Dover Corporation June 2015 - August 2015
Morgan Stanley Wealth Management April 2008 - July 2014
Citi Smith Barney April 2007 - April 2008
Commerce Bank January 2005 - April 2007
Education
University of Notre Dame 2014 — 2016
Master of Business Administration (MBA), Class of 2016
Loyola University Maryland 2000 — 2004
Bachelor of Business Administration (BBA), Marketing
KU Leuven 2002 — 2003
Pete Kaplan Pete Kaplan's Morgan Stanley Wealth Management Experience September 1995 - December 1998
Job President at PK Financial Group Inc
Industry Investment Management
Experience
PK Financial Group Inc. January 2005 - Present
HD Vest Financial Services January 1999 - December 2004
Morgan Stanley Wealth Management September 1995 - December 1998
Skills
Health Insurance, Strategic Planning, Consulting, Investments, Strategic Financial..., Sales Management, Team Building, Business Development, Financial Analysis, Contract Negotiation, Sales, New Business Development
Education
Kent State University 1990 — 1995
Business Management, Finance
Mayfield High School 1987 — 1990
PK Financial Group Inc. January 2005 - Present
HD Vest Financial Services January 1999 - December 2004
Morgan Stanley Wealth Management September 1995 - December 1998
Skills
Health Insurance, Strategic Planning, Consulting, Investments, Strategic Financial..., Sales Management, Team Building, Business Development, Financial Analysis, Contract Negotiation, Sales, New Business Development
Education
Kent State University 1990 — 1995
Business Management, Finance
Mayfield High School 1987 — 1990
Taylor Sketch Taylor Sketch's Morgan Stanley Wealth Management Experience May 2013 - January 2014
Job Auditor at Applied Underwriters
Industry Financial Services
Experience
Applied Underwriters May 2014 - Present
Kennesaw State University Student Managed Investment Fund, LLC November 2013 - May 2014
Kennesaw State University Student Managed Investment Fund, LLC May 2013 - May 2014
Morgan Stanley Wealth Management May 2013 - January 2014
Kennesaw State University Student Managed Investment Fund, LLC January 2013 - May 2013
Stone Mountain Park May 2012 - August 2012
Skills
Social Media, Microsoft Excel, Marketing, Leadership, PowerPoint, Market Research, Data Analysis, Sales, Social Media Marketing, Event Planning, Time Management, Analysis, Microsoft Word, Customer Service, Strategic Planning
Education
Kennesaw State University - Michael J. Coles College of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Marketing
Brookwood High School 2006 — 2010
Bachelor of Business Administration (BBA), Finance and Marketing
Applied Underwriters May 2014 - Present
Kennesaw State University Student Managed Investment Fund, LLC November 2013 - May 2014
Kennesaw State University Student Managed Investment Fund, LLC May 2013 - May 2014
Morgan Stanley Wealth Management May 2013 - January 2014
Kennesaw State University Student Managed Investment Fund, LLC January 2013 - May 2013
Stone Mountain Park May 2012 - August 2012
Skills
Social Media, Microsoft Excel, Marketing, Leadership, PowerPoint, Market Research, Data Analysis, Sales, Social Media Marketing, Event Planning, Time Management, Analysis, Microsoft Word, Customer Service, Strategic Planning
Education
Kennesaw State University - Michael J. Coles College of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Marketing
Brookwood High School 2006 — 2010
Bachelor of Business Administration (BBA), Finance and Marketing
Priscilla Meadow's Morgan Stanley Wealth Management Experience December 2012 - November 2014
Job Financial Professional
Industry Financial Services
Experience
Morgan Stanley Wealth Management December 2012 - November 2014
JP Morgan Securities August 2011 - November 2011
FINTEGRA FINANCIAL SOLUTIONS February 2010 - October 2010
Financial Industry Regulatory Authority January 2007 - November 2009
Credit Suisse April 2005 - January 2007
Morgan Stanley May 2003 - April 2005
A.G. Edwards September 2001 - January 2002
Skills
Investments, Asset Management, Portfolio Management, Securities, Equities, Mutual Funds, Fixed Income, Hedge Funds, Financial Services, Finance, Derivatives, Options, Series 7, Asset Allocation
Education
Lake Forest College 1999 — 2003
B.A, Business
Morgan Stanley Wealth Management December 2012 - November 2014
JP Morgan Securities August 2011 - November 2011
FINTEGRA FINANCIAL SOLUTIONS February 2010 - October 2010
Financial Industry Regulatory Authority January 2007 - November 2009
Credit Suisse April 2005 - January 2007
Morgan Stanley May 2003 - April 2005
A.G. Edwards September 2001 - January 2002
Skills
Investments, Asset Management, Portfolio Management, Securities, Equities, Mutual Funds, Fixed Income, Hedge Funds, Financial Services, Finance, Derivatives, Options, Series 7, Asset Allocation
Education
Lake Forest College 1999 — 2003
B.A, Business
Morgan LaRousse Morgan LaRousse's Morgan Stanley Wealth Management Experience June 2010 - Present
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management June 2010 - Present
Skills
Equities, Series 7, Investments, Securities, Wealth Management, Financial Services, Asset Allocation, Mutual Funds, Retirement Planning, Client Services, Public Speaking
Education
Lamar University 2006 — 2010
Morgan Stanley Wealth Management June 2010 - Present
Skills
Equities, Series 7, Investments, Securities, Wealth Management, Financial Services, Asset Allocation, Mutual Funds, Retirement Planning, Client Services, Public Speaking
Education
Lamar University 2006 — 2010
Albert Alexander's Morgan Stanley Wealth Management Experience May 2008 - August 2008
Job Associate at Bluehenge Capital Partners
Industry Venture Capital & Private Equity
Experience
Bluehenge Capital Partners July 2015 - Present
Hornbeck Offshore July 2011 - July 2015
Maple Leaf Partners December 2010 - May 2011
Deloitte May 2010 - August 2010
Morgan Stanley Wealth Management May 2008 - August 2008
Skills
Finance, Strategic Planning, Competitive Analysis, Business Planning, Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Auditing, Financial Accounting, Capital Budgeting, Internal Audit, Budgets, Risk Management, Cost Accounting, Analysis, Managerial Finance, Internal Controls, Sarbanes-Oxley Act, US GAAP
Education
Louisiana State University 2007 — 2011
Bachelor, Finance
Bluehenge Capital Partners July 2015 - Present
Hornbeck Offshore July 2011 - July 2015
Maple Leaf Partners December 2010 - May 2011
Deloitte May 2010 - August 2010
Morgan Stanley Wealth Management May 2008 - August 2008
Skills
Finance, Strategic Planning, Competitive Analysis, Business Planning, Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Auditing, Financial Accounting, Capital Budgeting, Internal Audit, Budgets, Risk Management, Cost Accounting, Analysis, Managerial Finance, Internal Controls, Sarbanes-Oxley Act, US GAAP
Education
Louisiana State University 2007 — 2011
Bachelor, Finance
Paul Candela MBA Paul Candela MBA's Morgan Stanley Wealth Management Experience April 2013 - November 2013
Job Sales Engineer at Thybar
Industry Construction
Experience
Thybar Corporation November 2013 - Present
Morgan Stanley Wealth Management April 2013 - November 2013
Johnson Controls April 2008 - June 2009
2006-2008AIR COMFORT, Service September 2006 - April 2008
Melcor April 2001 - December 2005
CHICAGO ALLIS MANUFACTURING January 2001 - January 2002
Crown Lift Trucks January 1999 - January 2001
Snap On Tools January 1998 - January 1999
MIDWAY MATERIAL HANDLING June 1992 - June 1997
Skills
Account Management, Contract Negotiation, HVAC, Customer Relations, Customer Service, Problem Solving, Negotiation, Team Leadership, Microsoft Office, Excel, Word, PowerPoint, New Business Development, B2B, Marketing, Leadership, Team Building, Cross-functional Team..., Microsoft Excel, Sales, Business Development, Sales Operations, Sales Management, Project Management
Education
Lewis University 2004 — 2009
MBA, Finance, General
OPERATIONSLEWIS UNIVERSITY
BS, FINANCE; Marketing & Business Administration
Thybar Corporation November 2013 - Present
Morgan Stanley Wealth Management April 2013 - November 2013
Johnson Controls April 2008 - June 2009
2006-2008AIR COMFORT, Service September 2006 - April 2008
Melcor April 2001 - December 2005
CHICAGO ALLIS MANUFACTURING January 2001 - January 2002
Crown Lift Trucks January 1999 - January 2001
Snap On Tools January 1998 - January 1999
MIDWAY MATERIAL HANDLING June 1992 - June 1997
Skills
Account Management, Contract Negotiation, HVAC, Customer Relations, Customer Service, Problem Solving, Negotiation, Team Leadership, Microsoft Office, Excel, Word, PowerPoint, New Business Development, B2B, Marketing, Leadership, Team Building, Cross-functional Team..., Microsoft Excel, Sales, Business Development, Sales Operations, Sales Management, Project Management
Education
Lewis University 2004 — 2009
MBA, Finance, General
OPERATIONSLEWIS UNIVERSITY
BS, FINANCE; Marketing & Business Administration
Chris Holcomb, CFP (R) Chris Holcomb, CFP (R)'s Morgan Stanley Wealth Management Experience 2007 - 2009
Job Retirement | Retirement Income | IRA Rollovers | Roth IRAs | Life Insurance | LTC | 4109758387
Industry Financial Services
Experience
Heritage Financial Advisors, LLC (Partners Financial Group) 2011 - Present
PNC Investments 2009 - 2010
Morgan Stanley Wealth Management 2007 - 2009
SimplexGrinnell 1996 - 2006
Kawneer Company 1988 - 1996
Skills
401k Rollovers, IRAs, Roth IRA, Retirement Planning, Retirement Income..., Small Business 401(k)..., Life Insurance, Long Term Care Insurance, Strategic Financial..., Investments, Risk Management, Mutual Funds, Financial Advisory, Insurance Planning, Annuities, Term Life Insurance, Retirement, Insurance, Financial Services
Education
Liberty University 1983 — 1988
BS, Mathematics Teacher Education
Atholton High School 1979 — 1983
Heritage Financial Advisors, LLC (Partners Financial Group) 2011 - Present
PNC Investments 2009 - 2010
Morgan Stanley Wealth Management 2007 - 2009
SimplexGrinnell 1996 - 2006
Kawneer Company 1988 - 1996
Skills
401k Rollovers, IRAs, Roth IRA, Retirement Planning, Retirement Income..., Small Business 401(k)..., Life Insurance, Long Term Care Insurance, Strategic Financial..., Investments, Risk Management, Mutual Funds, Financial Advisory, Insurance Planning, Annuities, Term Life Insurance, Retirement, Insurance, Financial Services
Education
Liberty University 1983 — 1988
BS, Mathematics Teacher Education
Atholton High School 1979 — 1983
Jessica Walto Jessica Walto's Morgan Stanley Wealth Management Experience September 2010 - June 2014
Job Internal Wholesaler at AXA Distributors
Industry Financial Services
Experience
AXA Distributors August 2014 - Present
AXA Distributors June 2014 - Present
Morgan Stanley Wealth Management September 2010 - June 2014
Wells Fargo Financial June 2010 - September 2010
Morgan Stanley Smith Barney September 2009 - December 2009
Share Our Strength June 2009 - August 2009
TAG Public Relations & Marketing Group May 2008 - August 2008
Skills
Series 7, Series 63, Series 65, Licensed Life Insurance..., Marketing, Business Development, Management, Financial Services, Event Management, Investment Advisory, Managing Accounts, Uniform Combined State..., Fundraising, Separately Managed..., Investments, Term Life Insurance, Financial Analysis, Financial Goals, Foreign Exchange, Mutual Funds, Investment Management, Due Diligence, Asset Allocation, Credit Risk, Small Business, Financial Risk
Education
Loyola University Maryland 2006 — 2010
Bachelor of Business Administration, Marketing Specialization
AXA Distributors August 2014 - Present
AXA Distributors June 2014 - Present
Morgan Stanley Wealth Management September 2010 - June 2014
Wells Fargo Financial June 2010 - September 2010
Morgan Stanley Smith Barney September 2009 - December 2009
Share Our Strength June 2009 - August 2009
TAG Public Relations & Marketing Group May 2008 - August 2008
Skills
Series 7, Series 63, Series 65, Licensed Life Insurance..., Marketing, Business Development, Management, Financial Services, Event Management, Investment Advisory, Managing Accounts, Uniform Combined State..., Fundraising, Separately Managed..., Investments, Term Life Insurance, Financial Analysis, Financial Goals, Foreign Exchange, Mutual Funds, Investment Management, Due Diligence, Asset Allocation, Credit Risk, Small Business, Financial Risk
Education
Loyola University Maryland 2006 — 2010
Bachelor of Business Administration, Marketing Specialization
Michael Driscoll Michael Driscoll's Morgan Stanley Wealth Management Experience June 2013 - August 2013
Job Wealth Management
Industry Financial Services
Experience
NFP 2015 - Present
Gametime United July 2014 - 2015
Morgan Stanley Wealth Management June 2013 - August 2013
Fortress Investment Group June 2011 - August 2011
Logan Circle Partners June 2011 - August 2011
Skills
Social Media, Sports, Improv, Communication Skills, Microsoft Excel, Public Speaking, Writing, Customer Satisfaction, Marketing, Start-ups, Ticket Sales, Sales, Leadership
Education
Loyola University Maryland 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Avon Old Farms 2005 — 2008
High School Diploma
NFP 2015 - Present
Gametime United July 2014 - 2015
Morgan Stanley Wealth Management June 2013 - August 2013
Fortress Investment Group June 2011 - August 2011
Logan Circle Partners June 2011 - August 2011
Skills
Social Media, Sports, Improv, Communication Skills, Microsoft Excel, Public Speaking, Writing, Customer Satisfaction, Marketing, Start-ups, Ticket Sales, Sales, Leadership
Education
Loyola University Maryland 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Avon Old Farms 2005 — 2008
High School Diploma
Joshua Maley's Morgan Stanley Wealth Management Experience March 2012 - January 2013
Job Director at Marvel Venture Partners Student at Wake Law
Industry Venture Capital & Private Equity
Experience
Marvel Venture Partners, LLC. October 2013 - Present
Emerse Music Ltd. October 2013 - Present
Maley & Company, Inc. August 2013 - Present
Merrill Lynch January 2013 - October 2013
Morgan Stanley Wealth Management March 2012 - January 2013
Skills
Corporate Finance, Business Development, Business Strategy, Marketing Strategy, Venture Capital, Series 7, Entrepreneurship, Uniform Combined State..., Business Analysis, Personal Finance, New Venture Development, Start-up Ventures, Media & Entertainment, Music, series 66, Series 6, soccer, Financial Analysis, Start-ups, Strategy, Management, Leadership, Finance
Education
Long Island University, Brooklyn Campus 2008 — 2011
Bachelor of Science (BS), Finance, Management & Economics
Spackenkill
Marvel Venture Partners, LLC. October 2013 - Present
Emerse Music Ltd. October 2013 - Present
Maley & Company, Inc. August 2013 - Present
Merrill Lynch January 2013 - October 2013
Morgan Stanley Wealth Management March 2012 - January 2013
Skills
Corporate Finance, Business Development, Business Strategy, Marketing Strategy, Venture Capital, Series 7, Entrepreneurship, Uniform Combined State..., Business Analysis, Personal Finance, New Venture Development, Start-up Ventures, Media & Entertainment, Music, series 66, Series 6, soccer, Financial Analysis, Start-ups, Strategy, Management, Leadership, Finance
Education
Long Island University, Brooklyn Campus 2008 — 2011
Bachelor of Science (BS), Finance, Management & Economics
Spackenkill
Ron Oswick's Morgan Stanley Wealth Management Experience July 2007 - August 2011
Job Senior Associate at Investment Management Services
Industry Investment Management
Experience
Investment Management Services June 2012 - Present
Morgan Stanley Wealth Management July 2007 - August 2011
Jefferies & Company September 2005 - June 2007
Deutsche Bank Securities November 2003 - August 2005
DB Alex Brown May 2002 - November 2003
BT Alex Brown May 1997 - May 2002
Alex Brown January 1996 - May 1997
Skills
Securities, Series 7, Bloomberg, Investment Advisory, Series 63, Wealth Management, Corporate Actions, Fixed Income, Investment Management, Process Improvement, Microsoft Excel, Bonds, Vendor Management, Performance Measurement, Investments, Financial Services, Retirement, Middle Office, Wealth Management..., Series 65, Uniform Combined State..., 401k, Eagle PACE, FactSet, Alternative Investments, Mutual Funds, Portfolio Management
Education
Loyola College in Maryland 1999 — 2001
Master's degree, Business Administration and Management, General
Loyola College in Maryland 1991 — 1995
Bachelor's degree, Business Administration and Management, General
Investment Management Services June 2012 - Present
Morgan Stanley Wealth Management July 2007 - August 2011
Jefferies & Company September 2005 - June 2007
Deutsche Bank Securities November 2003 - August 2005
DB Alex Brown May 2002 - November 2003
BT Alex Brown May 1997 - May 2002
Alex Brown January 1996 - May 1997
Skills
Securities, Series 7, Bloomberg, Investment Advisory, Series 63, Wealth Management, Corporate Actions, Fixed Income, Investment Management, Process Improvement, Microsoft Excel, Bonds, Vendor Management, Performance Measurement, Investments, Financial Services, Retirement, Middle Office, Wealth Management..., Series 65, Uniform Combined State..., 401k, Eagle PACE, FactSet, Alternative Investments, Mutual Funds, Portfolio Management
Education
Loyola College in Maryland 1999 — 2001
Master's degree, Business Administration and Management, General
Loyola College in Maryland 1991 — 1995
Bachelor's degree, Business Administration and Management, General
Alexandra (Ally) Stellati Alexandra (Ally) Stellati's Morgan Stanley Wealth Management Experience May 2014 - August 2014
Job Student at the University of Southern California
Industry
Experience
Morgan Stanley Wealth Management May 2014 - August 2014
Global Technology Systems, Inc June 2012 - August 2014
Skills
Social Networking, PowerPoint, Social Media, Social Media Marketing, Event Planning, International Marketing, Salesforce.com, Email Marketing, Microsoft Word, Microsoft Excel, Microsoft Office, Public Speaking, Facebook, Research, Marketing, Blogging, Teamwork, Press Releases, Customer Service, Leadership
Education
University of Southern California 2012 — 2016
Bachelor's Degree
King's College London
National Taiwan University
Buckingham Browne and Nichols School 2009 — 2012
Morgan Stanley Wealth Management May 2014 - August 2014
Global Technology Systems, Inc June 2012 - August 2014
Skills
Social Networking, PowerPoint, Social Media, Social Media Marketing, Event Planning, International Marketing, Salesforce.com, Email Marketing, Microsoft Word, Microsoft Excel, Microsoft Office, Public Speaking, Facebook, Research, Marketing, Blogging, Teamwork, Press Releases, Customer Service, Leadership
Education
University of Southern California 2012 — 2016
Bachelor's Degree
King's College London
National Taiwan University
Buckingham Browne and Nichols School 2009 — 2012
Jennifer Noone's Morgan Stanley Wealth Management Experience April 2008 - Present
Job Senior Client Service Associate for The NOONE GROUP at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2008 - Present
Merrill Lynch June 2007 - April 2008
Skills
Wealth Management, Finance, Time Management, Investments, Credit, Banking, Equities, Securities, Risk Management, Mutual Funds, Bloomberg, Fixed Income, Portfolio Management, Management, Marketing, Financial Analysis, Social Media
Education
Syracuse University - Martin J. Whitman School of Management 2015 — 2017
Master of Business Administration (MBA), Finance
Syracuse University 2004 — 2007
Psychology & Mathematics
Long Island University, Southampton Campus 2003 — 2004
Business
Garden City High School 2000 — 2003
Sacred Heart Academy 1999 — 2000
Morgan Stanley Wealth Management April 2008 - Present
Merrill Lynch June 2007 - April 2008
Skills
Wealth Management, Finance, Time Management, Investments, Credit, Banking, Equities, Securities, Risk Management, Mutual Funds, Bloomberg, Fixed Income, Portfolio Management, Management, Marketing, Financial Analysis, Social Media
Education
Syracuse University - Martin J. Whitman School of Management 2015 — 2017
Master of Business Administration (MBA), Finance
Syracuse University 2004 — 2007
Psychology & Mathematics
Long Island University, Southampton Campus 2003 — 2004
Business
Garden City High School 2000 — 2003
Sacred Heart Academy 1999 — 2000
Sam Kestenbaum's Morgan Stanley Wealth Management Experience April 2010 - May 2011
Job Senior Associate at PwC Advisory
Industry Financial Services
Experience
PriceWaterhouseCoopers Advisory May 2011 - Present
Morgan Stanley Wealth Management April 2010 - May 2011
Deutsche Bank Asset Management June 2009 - April 2010
Delphi Capital Management June 2008 - August 2008
New Jersey Nets June 2006 - August 2006
Skills
Hedge Funds, Asset Managment, Bloomberg, Investments, Portfolio Management, Private Equity, Mergers, Investment Management, Due Diligence, Banking, Mutual Funds, Economics, Asset Management, Financial Modeling, Investment Banking, Accounting, Capital Markets
Education
Lehigh University 2005 — 2009
B.S, Finance
PriceWaterhouseCoopers Advisory May 2011 - Present
Morgan Stanley Wealth Management April 2010 - May 2011
Deutsche Bank Asset Management June 2009 - April 2010
Delphi Capital Management June 2008 - August 2008
New Jersey Nets June 2006 - August 2006
Skills
Hedge Funds, Asset Managment, Bloomberg, Investments, Portfolio Management, Private Equity, Mergers, Investment Management, Due Diligence, Banking, Mutual Funds, Economics, Asset Management, Financial Modeling, Investment Banking, Accounting, Capital Markets
Education
Lehigh University 2005 — 2009
B.S, Finance
Barry Kushnir Barry Kushnir's Morgan Stanley Wealth Management Experience May 2009 - June 2015
Job IT Professional | Software Engineering | Project Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2009 - June 2015
Citigroup - Smith Barney May 2002 - May 2009
Citigroup - Smith Barney July 2000 - May 2002
TIAA-CREF October 1994 - July 2000
Deloitte & Touche January 1993 - October 1994
Skills
Database Design, Business Process..., Java Enterprise Edition, Object Oriented Design, SDLC, Business Analysis, Vendor Management, Financial Services, IT Strategy, Enterprise Architecture, Software Project..., Requirements Analysis, Integration, Sybase, Equities, Analysis, Architecture, Management, Risk Management, Project Management, Software Development, Databases, IT Security Assessments, IT Security Best...
Education
Long Island University 1998 — 2000
M.S., computer science
State University of New York College at Oswego 1982 — 1986
B.A., Computer Science
Morgan Stanley Wealth Management May 2009 - June 2015
Citigroup - Smith Barney May 2002 - May 2009
Citigroup - Smith Barney July 2000 - May 2002
TIAA-CREF October 1994 - July 2000
Deloitte & Touche January 1993 - October 1994
Skills
Database Design, Business Process..., Java Enterprise Edition, Object Oriented Design, SDLC, Business Analysis, Vendor Management, Financial Services, IT Strategy, Enterprise Architecture, Software Project..., Requirements Analysis, Integration, Sybase, Equities, Analysis, Architecture, Management, Risk Management, Project Management, Software Development, Databases, IT Security Assessments, IT Security Best...
Education
Long Island University 1998 — 2000
M.S., computer science
State University of New York College at Oswego 1982 — 1986
B.A., Computer Science
Parker Griffith Parker Griffith's Morgan Stanley Wealth Management Experience 1991 - 2012
Job Director, Branch Manager at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co. September 2012 - Present
Morgan Stanley Wealth Management 1991 - 2012
Skills
Strategic Planning, Investments, Financial Analysis, Negotiation, Portfolio Management, Asset Managment, Equities
Education
Vanderbilt University 1988 — 1990
Bachelor of Science (BS)
Louisiana State University 1986 — 1988
History
Robert W. Baird & Co. September 2012 - Present
Morgan Stanley Wealth Management 1991 - 2012
Skills
Strategic Planning, Investments, Financial Analysis, Negotiation, Portfolio Management, Asset Managment, Equities
Education
Vanderbilt University 1988 — 1990
Bachelor of Science (BS)
Louisiana State University 1986 — 1988
History
Catherine Traylor's Morgan Stanley Wealth Management Experience May 2014 - January 2015
Job Analyst at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank July 2015 - Present
Morgan Stanley Wealth Management May 2014 - January 2015
LSU Academic Center for Student Athletes August 2013 - May 2014
West Monroe City Court July 2013 - August 2013
LSU Foundation August 2011 - May 2013
Skills
Event Planning, Social Media, Leadership, Community Outreach, Public Speaking, Teamwork, Microsoft Office, Facebook, Research, Time Management, Finance
Education
Louisiana State University 2011 — 2015
Bachelor of Science (BS), Finance, Summa Cum Laude
West Monroe High School 2007 — 2011
J.P. Morgan Private Bank July 2015 - Present
Morgan Stanley Wealth Management May 2014 - January 2015
LSU Academic Center for Student Athletes August 2013 - May 2014
West Monroe City Court July 2013 - August 2013
LSU Foundation August 2011 - May 2013
Skills
Event Planning, Social Media, Leadership, Community Outreach, Public Speaking, Teamwork, Microsoft Office, Facebook, Research, Time Management, Finance
Education
Louisiana State University 2011 — 2015
Bachelor of Science (BS), Finance, Summa Cum Laude
West Monroe High School 2007 — 2011
carla aplin's Morgan Stanley Wealth Management Experience March 2000 - July 2015
Job Senior Registered Client Service Associate with UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services Inc. July 2015 - Present
Morgan Stanley Wealth Management March 2000 - July 2015
Morgan Stanley Wealth Management March 2000 - July 2015
First Union Securities 1995 - March 2000
Skills
I am not allowed to...
Education
Lee College
Business Administration and Management, General
UBS Financial Services Inc. July 2015 - Present
Morgan Stanley Wealth Management March 2000 - July 2015
Morgan Stanley Wealth Management March 2000 - July 2015
First Union Securities 1995 - March 2000
Skills
I am not allowed to...
Education
Lee College
Business Administration and Management, General
Alex Amory Alex Amory's Morgan Stanley Wealth Management Experience August 2005 - August 2006
Job Financial Sales Consultant at Allstate
Industry Financial Services
Experience
Allstate January 2014 - Present
Allstate April 2008 - January 2014
Associated Investment Services August 2006 - March 2008
Morgan Stanley Wealth Management August 2005 - August 2006
Skills
Series 63, Series 24, Series 7, Series 65, Series 51, Property & Casualty..., Recruiting
Education
Lake Forest College 1985 — 1989
BA, Business
Allstate January 2014 - Present
Allstate April 2008 - January 2014
Associated Investment Services August 2006 - March 2008
Morgan Stanley Wealth Management August 2005 - August 2006
Skills
Series 63, Series 24, Series 7, Series 65, Series 51, Property & Casualty..., Recruiting
Education
Lake Forest College 1985 — 1989
BA, Business
Anthony Lugo Anthony Lugo's Morgan Stanley Wealth Management Experience March 2013 - April 2013
Job Paraplanner at Polaris Wealth Advisers, LLC
Industry Financial Services
Experience
Polaris Wealth Advisers, LLC January 2014 - Present
Spectrum Wealth Partners July 2013 - September 2013
Morgan Stanley Wealth Management March 2013 - April 2013
Infinity Financial Services May 2012 - December 2012
H&M September 2011 - December 2012
Skills
Finance, Customer Service, PowerPoint, Microsoft Excel, Financial Analysis, Analysis, Team Leadership, Leadership
Education
San Diego State University-California State University 2011 — 2012
Bachelor of Science (BS), Financial Services
Las Positas College
Polaris Wealth Advisers, LLC January 2014 - Present
Spectrum Wealth Partners July 2013 - September 2013
Morgan Stanley Wealth Management March 2013 - April 2013
Infinity Financial Services May 2012 - December 2012
H&M September 2011 - December 2012
Skills
Finance, Customer Service, PowerPoint, Microsoft Excel, Financial Analysis, Analysis, Team Leadership, Leadership
Education
San Diego State University-California State University 2011 — 2012
Bachelor of Science (BS), Financial Services
Las Positas College
Jennifer Michelle Zepp Jennifer Michelle Zepp's Morgan Stanley Wealth Management Experience June 2006 - August 2010
Job Administrative Analyst at Sequoia Heritage
Industry Investment Management
Experience
Sequoia Heritage October 2014 - Present
Riviera Partners April 2014 - September 2014
StartX. October 2013 - February 2014
DiMeo Schneider & Associates September 2011 - June 2013
Morgan Stanley Wealth Management June 2006 - August 2010
The Loft August 2007 - May 2008
Skills
Client Relations, Customer Service, Event Planning, Marketing and Promotions, Public Speaking, Rudimentary Spanish, Technical: PC and MAC;...
Education
Loyola Marymount University 2007 — 2011
Bachelor of Arts (B.A.), Dance, Minor: Business Administration, Emphasis: Business Law
Yoga Alliance 2011 — 2011
Certified Yoga Instructor
Sequoia Heritage October 2014 - Present
Riviera Partners April 2014 - September 2014
StartX. October 2013 - February 2014
DiMeo Schneider & Associates September 2011 - June 2013
Morgan Stanley Wealth Management June 2006 - August 2010
The Loft August 2007 - May 2008
Skills
Client Relations, Customer Service, Event Planning, Marketing and Promotions, Public Speaking, Rudimentary Spanish, Technical: PC and MAC;...
Education
Loyola Marymount University 2007 — 2011
Bachelor of Arts (B.A.), Dance, Minor: Business Administration, Emphasis: Business Law
Yoga Alliance 2011 — 2011
Certified Yoga Instructor
Walter Urban, Jr. Walter Urban, Jr.'s Morgan Stanley Wealth Management Experience June 2009 - May 2012
Job Financial Advisor at Raymond James
Industry Investment Management
Experience
Raymond James May 2012 - Present
Morgan Stanley Wealth Management June 2009 - May 2012
Smith Barney February 2005 - June 2009
Skills
Portfolio Management, Retirement Planning, Estate Planning, Financial Advisory, Securities, Retirement, Finance, Wealth Management, Series 7, Asset Allocation, Investment Advisory, Investments, Mutual Funds
Education
La Salle University 1966 — 1970
Bachelor's Degree, Marketing and Economics
Raymond James May 2012 - Present
Morgan Stanley Wealth Management June 2009 - May 2012
Smith Barney February 2005 - June 2009
Skills
Portfolio Management, Retirement Planning, Estate Planning, Financial Advisory, Securities, Retirement, Finance, Wealth Management, Series 7, Asset Allocation, Investment Advisory, Investments, Mutual Funds
Education
La Salle University 1966 — 1970
Bachelor's Degree, Marketing and Economics
Allison Halbert's Morgan Stanley Wealth Management Experience May 2013 - January 2014
Job Assoc. Digital Analyst Mobile Apps at The Walt Disney Company
Industry Entertainment
Experience
The Walt Disney Company January 2015 - Present
The Walt Disney Company May 2014 - January 2015
Paramount Pictures January 2014 - May 2014
Loyola Marymount University Relay for Life October 2011 - March 2014
Morgan Stanley Wealth Management May 2013 - January 2014
AMP Consulting Group January 2013 - May 2013
Palo Alto Networks June 2012 - July 2012
Pizza My Heart August 2006 - August 2011
Skills
Adobe Certified Expert, Mobile Analytics, Microsoft Excel, Microsoft Word, Social Media, Outlook, PowerPoint, Facebook, Public Speaking, Event Planning, Social Networking, WordPress, Spanish, Social Media Marketing
Education
Loyola Marymount University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
New Europe Study Abroad Program- Bonn, Germany 2012 — 2012
Los Gatos High School 2006 — 2010
The Walt Disney Company January 2015 - Present
The Walt Disney Company May 2014 - January 2015
Paramount Pictures January 2014 - May 2014
Loyola Marymount University Relay for Life October 2011 - March 2014
Morgan Stanley Wealth Management May 2013 - January 2014
AMP Consulting Group January 2013 - May 2013
Palo Alto Networks June 2012 - July 2012
Pizza My Heart August 2006 - August 2011
Skills
Adobe Certified Expert, Mobile Analytics, Microsoft Excel, Microsoft Word, Social Media, Outlook, PowerPoint, Facebook, Public Speaking, Event Planning, Social Networking, WordPress, Spanish, Social Media Marketing
Education
Loyola Marymount University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
New Europe Study Abroad Program- Bonn, Germany 2012 — 2012
Los Gatos High School 2006 — 2010
Amy Page's Morgan Stanley Wealth Management Experience June 2005 - June 2006
Job Account Manager at RxAnte, LLC
Industry Hospital & Health Care
Experience
RxAnte, LLC October 2013 - Present
Aetna February 2009 - October 2013
Sensical Inc. May 2006 - February 2009
Morgan Stanley Wealth Management June 2005 - June 2006
International Festival of Arts & Ideas January 2005 - August 2005
Morgan Stanley Wealth Management December 2004 - June 2005
Skills
Economic Research, Account Management, Project Estimation, Project Planning, Health Insurance, Risk Management, Underwriting, Program Management, CRM, Pricing, New Business Development, Sales, Health Care Reform
Education
Quinnipiac University 2003 — 2006
Bachelor of Science (BS), Economics
Kent State University
Master of Arts (M.A.), Economics
RxAnte, LLC October 2013 - Present
Aetna February 2009 - October 2013
Sensical Inc. May 2006 - February 2009
Morgan Stanley Wealth Management June 2005 - June 2006
International Festival of Arts & Ideas January 2005 - August 2005
Morgan Stanley Wealth Management December 2004 - June 2005
Skills
Economic Research, Account Management, Project Estimation, Project Planning, Health Insurance, Risk Management, Underwriting, Program Management, CRM, Pricing, New Business Development, Sales, Health Care Reform
Education
Quinnipiac University 2003 — 2006
Bachelor of Science (BS), Economics
Kent State University
Master of Arts (M.A.), Economics
Karina A. Elperin, MBA's Morgan Stanley Wealth Management Experience March 2013 - Present
Job Portfolio AssociateMorgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2013 - Present
Wells Fargo Advisors January 2010 - March 2013
Morgan Stanley Wealth Management March 2007 - January 2010
Wachovia Securities Financial Network April 2000 - March 2007
Education
Keller Graduate School of Management of DeVry University 2001 — 2003
Master of Business Administration (MBA), Finance
Lake Forest College 1997 — 2000
Bachelor of Arts (BA), Business/Managerial Economics
Morgan Stanley Wealth Management March 2013 - Present
Wells Fargo Advisors January 2010 - March 2013
Morgan Stanley Wealth Management March 2007 - January 2010
Wachovia Securities Financial Network April 2000 - March 2007
Education
Keller Graduate School of Management of DeVry University 2001 — 2003
Master of Business Administration (MBA), Finance
Lake Forest College 1997 — 2000
Bachelor of Arts (BA), Business/Managerial Economics
Jesse Kent Jesse Kent's Morgan Stanley Wealth Management Experience June 2009 - August 2013
Job Financial Advisor at UBS
Industry Financial Services
Hayden Krc Hayden Krc's Morgan Stanley Wealth Management Experience 2011 - 2011
Job Graduate
Industry Financial Services
Experience
Ibex Chemical October 2013 - Present
Morgan Stanley Wealth Management 2011 - 2011
Berry Hill Baja Grill May 2007 - August 2008
Continental Alloy and Services 2007 - 2007
Camp Longhorn 2007 - 2007
Skills
Hedge Funds
Education
Stephen F. Austin State University 2008 — 2013
Bachelor of Business Administration (BBA), Marketing
Louisiana State University 2013 — 2013
Ibex Chemical October 2013 - Present
Morgan Stanley Wealth Management 2011 - 2011
Berry Hill Baja Grill May 2007 - August 2008
Continental Alloy and Services 2007 - 2007
Camp Longhorn 2007 - 2007
Skills
Hedge Funds
Education
Stephen F. Austin State University 2008 — 2013
Bachelor of Business Administration (BBA), Marketing
Louisiana State University 2013 — 2013
James Peckham's Morgan Stanley Wealth Management Experience August 2012 - November 2013
Job Senior Applications Developer at National Hockey League
Industry Information Technology and Services
Experience
National Hockey League December 2013 - Present
Xipec Consulting Incorporated January 2004 - Present
Morgan Stanley Wealth Management August 2012 - November 2013
National Hockey League April 2008 - August 2011
HSBC September 2006 - December 2007
Instinet February 2004 - February 2006
McKinsey & Co. February 2003 - February 2004
Instinet August 2000 - February 2003
Carrier Transicold January 1999 - August 2000
Carrier Transicold January 1997 - January 1999
Skills
ExtJS, Lotus Domino, Web Applications, Lotus Notes, Integration, XML, Business Analysis, Hibernate, JavaScript, Java, Ext JS, Java Enterprise Edition, Software Documentation, MySQL, SDLC, HTML, Oracle, JSON, SASS, Compass, JSP, JDBC, DHTML, AJAX, Software Development, CSS, REST, Agile Methodologies
Education
Syracuse University - Center for Business Information Technology 1999 — 2000
Le Moyne College 1994 — 1997
BA, Biology
State University of New York College of Agriculture and Technology at Morrisville 1991 — 1993
AAS, Automotive Technology
State University of New York College of Agriculture and Technology at Morrisville 1990 — 1992
AAS, Journalism
National Hockey League December 2013 - Present
Xipec Consulting Incorporated January 2004 - Present
Morgan Stanley Wealth Management August 2012 - November 2013
National Hockey League April 2008 - August 2011
HSBC September 2006 - December 2007
Instinet February 2004 - February 2006
McKinsey & Co. February 2003 - February 2004
Instinet August 2000 - February 2003
Carrier Transicold January 1999 - August 2000
Carrier Transicold January 1997 - January 1999
Skills
ExtJS, Lotus Domino, Web Applications, Lotus Notes, Integration, XML, Business Analysis, Hibernate, JavaScript, Java, Ext JS, Java Enterprise Edition, Software Documentation, MySQL, SDLC, HTML, Oracle, JSON, SASS, Compass, JSP, JDBC, DHTML, AJAX, Software Development, CSS, REST, Agile Methodologies
Education
Syracuse University - Center for Business Information Technology 1999 — 2000
Le Moyne College 1994 — 1997
BA, Biology
State University of New York College of Agriculture and Technology at Morrisville 1991 — 1993
AAS, Automotive Technology
State University of New York College of Agriculture and Technology at Morrisville 1990 — 1992
AAS, Journalism
Michael T. Lucciola Michael T. Lucciola's Morgan Stanley Wealth Management Experience May 2012 - June 2012
Job Analyst at CIT
Industry
Experience
CIT July 2015 - Present
City National Bank June 2014 - August 2014
TTI Success Insights Greater China May 2013 - June 2013
Morgan Stanley Wealth Management May 2012 - June 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Access, Leadership
Education
Lehigh University 2011 — 2015
Bachelor's degree, Finance, General
The Pingry School 2008 — 2011
CIT July 2015 - Present
City National Bank June 2014 - August 2014
TTI Success Insights Greater China May 2013 - June 2013
Morgan Stanley Wealth Management May 2012 - June 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Access, Leadership
Education
Lehigh University 2011 — 2015
Bachelor's degree, Finance, General
The Pingry School 2008 — 2011
Frederick (Rick) Bellows III Frederick (Rick) Bellows III's Morgan Stanley Wealth Management Experience March 2013 - March 2014
Job Client Services Manager III, Director, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
Morgan Stanley Wealth Management March 2013 - March 2014
Abrams Realty Brokerage April 2009 - November 2012
Aite Financial Services Research Group March 2008 - September 2008
Bank of America April 2005 - March 2008
Fidelity Investments August 2002 - April 2005
Fidelity Investments Institutional Services January 1998 - August 2002
Bank of Boston January 1996 - January 1998
United States Army Corps of Engineers October 1990 - February 1995
Skills
Investments, Brokerage, Portfolio Management, Asset, Banking, Series 7, Series 63, Series 6, Series 65, MBA, Life & Health Insurance..., Commercial Real Estate, Financial Services, Executive Management, Mutual Funds, Asset Allocation, Wealth Management, Financial Markets, Finance, Relationship Management, Securities, Insurance, Strategy, Alternative Investments, Business Development, Selling, Series 66, Management, Investment Banking, Sales, Asset Management, Financial Advisory, Trading, Mortgage Lending, Loans, Fixed Income, Equities, Retirement Planning, Strategic Financial..., Credit, Retirement, Investment Advisory, Analysis, Valuation, Credit Analysis, Investment Management, ETFs
Education
Johnson and Wales University 2002 — 2004
MBA, Global Business with concentration in Marketing, 3.8
Johnson and Wales University 1998 — 2002
BA, Finance, 3.79
Fidelity Investments May 2014 - Present
Morgan Stanley Wealth Management March 2013 - March 2014
Abrams Realty Brokerage April 2009 - November 2012
Aite Financial Services Research Group March 2008 - September 2008
Bank of America April 2005 - March 2008
Fidelity Investments August 2002 - April 2005
Fidelity Investments Institutional Services January 1998 - August 2002
Bank of Boston January 1996 - January 1998
United States Army Corps of Engineers October 1990 - February 1995
Skills
Investments, Brokerage, Portfolio Management, Asset, Banking, Series 7, Series 63, Series 6, Series 65, MBA, Life & Health Insurance..., Commercial Real Estate, Financial Services, Executive Management, Mutual Funds, Asset Allocation, Wealth Management, Financial Markets, Finance, Relationship Management, Securities, Insurance, Strategy, Alternative Investments, Business Development, Selling, Series 66, Management, Investment Banking, Sales, Asset Management, Financial Advisory, Trading, Mortgage Lending, Loans, Fixed Income, Equities, Retirement Planning, Strategic Financial..., Credit, Retirement, Investment Advisory, Analysis, Valuation, Credit Analysis, Investment Management, ETFs
Education
Johnson and Wales University 2002 — 2004
MBA, Global Business with concentration in Marketing, 3.8
Johnson and Wales University 1998 — 2002
BA, Finance, 3.79
Diane Dalzell's Morgan Stanley Wealth Management Experience December 2013 - Present
Job VP, Sr HR Generalist at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley- Wealth Management December 2013 - Present
Marsh Inc. 2011 - Present
Memorial Sloan-Kettering July 2007 - August 2011
Memorial Sloan-Kettering Cancer Center September 2004 - July 2007
Memorial Sloan-Kettering Cancer Center September 2000 - September 2004
Skills
Performance Management, Talent Management, Onboarding, Human Resources, Employee Relations, Talent Acquisition, Deferred Compensation, Public Speaking, HR Policies, Employee Benefits, Applicant Tracking..., Benefits Administration, Management
Education
Long Island University, C.W. Post Campus 2003 — 2006
MBA
University at Albany, SUNY 1992 — 1996
BA, English
Morgan Stanley- Wealth Management December 2013 - Present
Marsh Inc. 2011 - Present
Memorial Sloan-Kettering July 2007 - August 2011
Memorial Sloan-Kettering Cancer Center September 2004 - July 2007
Memorial Sloan-Kettering Cancer Center September 2000 - September 2004
Skills
Performance Management, Talent Management, Onboarding, Human Resources, Employee Relations, Talent Acquisition, Deferred Compensation, Public Speaking, HR Policies, Employee Benefits, Applicant Tracking..., Benefits Administration, Management
Education
Long Island University, C.W. Post Campus 2003 — 2006
MBA
University at Albany, SUNY 1992 — 1996
BA, English
Naveena Naidu Jetty's Morgan Stanley Wealth Management Experience January 2011 - Present
Job Associate at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley Wealth Management January 2011 - Present
FINRA [Financial Industry Regulatory Authority] (formerly NASD) October 2008 - December 2010
L & T Infotech October 2004 - October 2008
Marsh October 2004 - October 2008
Skills
EJB, Hibernate, Java Enterprise Edition, Tomcat, Spring, Oracle, JMS, Java, Web Services, Enterprise Architecture, Scrum, JSP, JDBC, Servlets, Websphere, XML, Struts
Education
Jawaharlal Nehru Technological University 2000 — 2004
BTech, Computer Science and Information Technology
Morgan Stanley Wealth Management January 2011 - Present
FINRA [Financial Industry Regulatory Authority] (formerly NASD) October 2008 - December 2010
L & T Infotech October 2004 - October 2008
Marsh October 2004 - October 2008
Skills
EJB, Hibernate, Java Enterprise Edition, Tomcat, Spring, Oracle, JMS, Java, Web Services, Enterprise Architecture, Scrum, JSP, JDBC, Servlets, Websphere, XML, Struts
Education
Jawaharlal Nehru Technological University 2000 — 2004
BTech, Computer Science and Information Technology
Bradley Marks's Morgan Stanley Wealth Management Experience July 2004 - Present
Job Senior Vice President Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2004 - Present
Bear Stearns May 2000 - July 2004
Education
Lehigh University - College of Business and Economics 1996 — 2000
Bachelor of Science (B.S.), Finance
Morgan Stanley Wealth Management July 2004 - Present
Bear Stearns May 2000 - July 2004
Education
Lehigh University - College of Business and Economics 1996 — 2000
Bachelor of Science (B.S.), Finance
Phyllis Minarczyk's Morgan Stanley Wealth Management Experience June 1994 - Present
Job Senior Client Services Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 1994 - Present
Skills
Customer Support, Client Relations Skills, Asset Allocation, 401k
Education
Long Island University, C.W. Post Campus
Bachelor of Fine Arts (BFA), Public Relations, Advertising, and Applied Communication
Morgan Stanley Wealth Management June 1994 - Present
Skills
Customer Support, Client Relations Skills, Asset Allocation, 401k
Education
Long Island University, C.W. Post Campus
Bachelor of Fine Arts (BFA), Public Relations, Advertising, and Applied Communication
Vincent Tozzo's Morgan Stanley Wealth Management Experience March 2013 - Present
Job Registered Client Sales Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2013 - Present
Morgan Stanley Wealth Management July 2012 - March 2013
Morgan Stanley Smith Barney August 2007 - July 2012
Skills
Series 7, Series 63, Sales, Administrative..., Fixed Income, Alternative Investments, Hedge Funds, Insurance, Mutual Funds, Finance, Management, Salesforce.com, Securities, Wealth Management, Investments, Equities, Human Resources, Business Development, Recruiting, Accounting
Education
Lebanon Valley College 2002 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
Morgan Stanley Wealth Management March 2013 - Present
Morgan Stanley Wealth Management July 2012 - March 2013
Morgan Stanley Smith Barney August 2007 - July 2012
Skills
Series 7, Series 63, Sales, Administrative..., Fixed Income, Alternative Investments, Hedge Funds, Insurance, Mutual Funds, Finance, Management, Salesforce.com, Securities, Wealth Management, Investments, Equities, Human Resources, Business Development, Recruiting, Accounting
Education
Lebanon Valley College 2002 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
Cheryl Khan's Morgan Stanley Wealth Management Experience August 2007 - July 2013
Job Senior Project Manager (Global Business)
Industry Financial Services
Experience
Citi March 2014 - Present
MOEmentum Fitness - Finish the Race July 2013 - Present
Wealth Management Consultant November 2013 - February 2014
Morgan Stanley Wealth Management August 2007 - July 2013
Jefferies LLC April 2005 - June 2007
Skills
Financial Services, Equities, Investments, Management, Finance, Wealth Management, Portfolio Management, Analysis, Financial Analysis, Business Analysis, Securities, Fixed Income, Asset Management, Leadership, Vendor Management, Accounting, Banking, Capital Markets, Trading, Financial Modeling, Investment Banking, Bloomberg, Forecasting, Strategic Planning, Mutual Funds, Series 7, Budgets, Financial Markets, Due Diligence, Corporate Finance, Strategic Financial..., Change Management, Wealth Management..., Series 63, Account Coordination, SDLC, Institutional...
Education
Kaplan University 2010 — 2012
Masters in Management, Project Management, 4.0
St. Francis College
Bachelor of Science, Accounting
Citi March 2014 - Present
MOEmentum Fitness - Finish the Race July 2013 - Present
Wealth Management Consultant November 2013 - February 2014
Morgan Stanley Wealth Management August 2007 - July 2013
Jefferies LLC April 2005 - June 2007
Skills
Financial Services, Equities, Investments, Management, Finance, Wealth Management, Portfolio Management, Analysis, Financial Analysis, Business Analysis, Securities, Fixed Income, Asset Management, Leadership, Vendor Management, Accounting, Banking, Capital Markets, Trading, Financial Modeling, Investment Banking, Bloomberg, Forecasting, Strategic Planning, Mutual Funds, Series 7, Budgets, Financial Markets, Due Diligence, Corporate Finance, Strategic Financial..., Change Management, Wealth Management..., Series 63, Account Coordination, SDLC, Institutional...
Education
Kaplan University 2010 — 2012
Masters in Management, Project Management, 4.0
St. Francis College
Bachelor of Science, Accounting
Chris Desbets's Morgan Stanley Wealth Management Experience October 2012 - Present
Job Service Delivery Morgan Stanley Wealth Management Technology
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2012 - Present
UBS June 2007 - October 2012
FLM Graphics July 2004 - June 2007
FLM Graphics Access Images Division June 2001 - May 2004
Skills
Certified Incident..., Certified Forensics..., Vendor Management, Project Management, Computer Forensics, Active Directory, Customer Service, GCIH
Education
Johnson and Wales University 2000 — 2004
Bachelor's degree, E-Commerce/Electronic Commerce
Morgan Stanley Wealth Management October 2012 - Present
UBS June 2007 - October 2012
FLM Graphics July 2004 - June 2007
FLM Graphics Access Images Division June 2001 - May 2004
Skills
Certified Incident..., Certified Forensics..., Vendor Management, Project Management, Computer Forensics, Active Directory, Customer Service, GCIH
Education
Johnson and Wales University 2000 — 2004
Bachelor's degree, E-Commerce/Electronic Commerce
Michael Blake, PMP's Morgan Stanley Wealth Management Experience 2009 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2009 - Present
Citigroup 2007 - 2009
Citigroup 2001 - 2007
JPMorgan Chase 1993 - 2001
Skills
Management, Leadership, Project Planning, Budgets, SDLC, Vendor Management, Business Analysis, Software Project..., PMO, PMP, Project Management, Risk Management, Requirements Analysis, Business Requirements, IT Strategy, MS Project, Process Improvement, Financial Services, Program Management
Education
Long Island University, Brooklyn Campus
MS, Information Systems
Long Island University, Brooklyn Campus
BS, Information Systems
Morgan Stanley Wealth Management 2009 - Present
Citigroup 2007 - 2009
Citigroup 2001 - 2007
JPMorgan Chase 1993 - 2001
Skills
Management, Leadership, Project Planning, Budgets, SDLC, Vendor Management, Business Analysis, Software Project..., PMO, PMP, Project Management, Risk Management, Requirements Analysis, Business Requirements, IT Strategy, MS Project, Process Improvement, Financial Services, Program Management
Education
Long Island University, Brooklyn Campus
MS, Information Systems
Long Island University, Brooklyn Campus
BS, Information Systems
Dane Abbott's Morgan Stanley Wealth Management Experience January 2008 - January 2010
Job Financial Advisor at UBS Financial Services Inc.
Industry Investment Management
Experience
UBS Financial Services Inc. February 2010 - Present
Morgan Stanley Wealth Management January 2008 - January 2010
Skills
Investments, Wealth Management, Equities, Finance, Financial Analysis, Asset Allocation, Management, Start-ups, Retirement Planning, Financial Modeling, Portfolio Management, Valuation, Financial Advisory, Securities, Alternative Investments, Mutual Funds
Education
Loyola Marymount University, College of Business Administration 2003 — 2007
Bachelor of Business Administration (BBA), International Finance
UBS Financial Services Inc. February 2010 - Present
Morgan Stanley Wealth Management January 2008 - January 2010
Skills
Investments, Wealth Management, Equities, Finance, Financial Analysis, Asset Allocation, Management, Start-ups, Retirement Planning, Financial Modeling, Portfolio Management, Valuation, Financial Advisory, Securities, Alternative Investments, Mutual Funds
Education
Loyola Marymount University, College of Business Administration 2003 — 2007
Bachelor of Business Administration (BBA), International Finance
Jenna Russotto's Morgan Stanley Wealth Management Experience June 2006 - May 2014
Job Vice President
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley Wealth Management June 2006 - May 2014
Skills
Fixed Income, Series 7, Series 63, Capital Markets, Securities, Bloomberg, Wealth Management, Bonds, Investments, FINRA, Asset Allocation, ETFs, Trading, Options, Derivatives
Education
Loyola College in Maryland 2002 — 2006
Bachelor of Business Administration, Marketing
Morgan Stanley June 2014 - Present
Morgan Stanley Wealth Management June 2006 - May 2014
Skills
Fixed Income, Series 7, Series 63, Capital Markets, Securities, Bloomberg, Wealth Management, Bonds, Investments, FINRA, Asset Allocation, ETFs, Trading, Options, Derivatives
Education
Loyola College in Maryland 2002 — 2006
Bachelor of Business Administration, Marketing
Colleen Gibbons's Morgan Stanley Wealth Management Experience January 2012 - Present
Job Senior Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2012 - Present
Morgan Stanley Smith Barney April 2011 - January 2012
LPL Financial February 2008 - March 2011
Verizon October 2006 - November 2007
Verizon July 2004 - October 2006
Skills
Series 7, Series 24, Series 66
Education
Loyola University Maryland 2000 — 2004
B.A., Finance
Mount Saint Joseph Academy 1996 — 2000
Morgan Stanley Wealth Management January 2012 - Present
Morgan Stanley Smith Barney April 2011 - January 2012
LPL Financial February 2008 - March 2011
Verizon October 2006 - November 2007
Verizon July 2004 - October 2006
Skills
Series 7, Series 24, Series 66
Education
Loyola University Maryland 2000 — 2004
B.A., Finance
Mount Saint Joseph Academy 1996 — 2000
Lee Ostrowski's Morgan Stanley Wealth Management Experience April 2012 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2012 - Present
Education
King's College 2000 — 2004
BA
School of whats up with you?
Morgan Stanley Wealth Management April 2012 - Present
Education
King's College 2000 — 2004
BA
School of whats up with you?
Christopher Selke's Morgan Stanley Wealth Management Experience November 2001 - March 2003
Job Vice PresidentInvestments at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 2009 - Present
Morgan Stanley Wealth Management November 2001 - March 2003
Education
Johnson & Wales University 1999 — 2002
Bachelor, Finance
Morgan Stanley Smith Barney October 2009 - Present
Morgan Stanley Wealth Management November 2001 - March 2003
Education
Johnson & Wales University 1999 — 2002
Bachelor, Finance
Lisa Manganello's Morgan Stanley Wealth Management Experience December 2012 - Present
Job Head of Integrated Brand Marketing
Industry Marketing and Advertising
Experience
Morgan Stanley Wealth Management December 2012 - Present
Manganello Marketing Solutions 2007 - December 2012
Oculus Partners 2011 - 2011
Merrill Lynch 2002 - 2007
WPP 1994 - 2002
Robert Marston And Associates, Inc. 1994 - 1994
Procter & Gamble 1993 - 1994
Skills
Marketing Strategy, Market Research, Program Development, Client Experience, Integrated Marketing, Segmentation, Creative Direction, Marketing Communications, Corporate Communications, Brand Development, Corporate Branding, Public Relations, Advertising, Strategic Planning, Creative Strategy, Media Relations, Strategy
Education
Loyola College in Maryland 1990 — 1994
Bachelor's degree, English Language and Literature, General and Communications
Loyola University Maryland 1990 — 1994
BA, English Literature, Communications, Journalism
Morgan Stanley Wealth Management December 2012 - Present
Manganello Marketing Solutions 2007 - December 2012
Oculus Partners 2011 - 2011
Merrill Lynch 2002 - 2007
WPP 1994 - 2002
Robert Marston And Associates, Inc. 1994 - 1994
Procter & Gamble 1993 - 1994
Skills
Marketing Strategy, Market Research, Program Development, Client Experience, Integrated Marketing, Segmentation, Creative Direction, Marketing Communications, Corporate Communications, Brand Development, Corporate Branding, Public Relations, Advertising, Strategic Planning, Creative Strategy, Media Relations, Strategy
Education
Loyola College in Maryland 1990 — 1994
Bachelor's degree, English Language and Literature, General and Communications
Loyola University Maryland 1990 — 1994
BA, English Literature, Communications, Journalism
Adam Stowell's Morgan Stanley Wealth Management Experience March 2014 - Present
Job Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2014 - Present
E*TRADE Financial February 2011 - March 2014
Wells Fargo August 2010 - February 2011
Fifth Third Bank March 2010 - August 2010
IronStone Bank February 2008 - March 2010
SunTrust Bank June 2007 - February 2008
Skills
Series 7 and 63, Financial Services, Small Business Lending, Loans, Commercial Lending, Credit, Commercial Banking, Credit Analysis, Banking, Lines Of Credit, Mortgage Lending, Retail Banking, Deposits, Equities, Series 7, Portfolio Management, Relationship Management, Wealth Management, Securities, Finance, Consumer Lending, Investments, Risk Management, Financial Analysis, Financial Risk, Retirement Planning, Series 63, Customer Retention, Fixed Annuities, Retirement, Call Centers, Mutual Funds, Customer Service, Options
Education
University of Phoenix 2008 — 2010
MBA, Management
Kennesaw State University 1999 — 2003
BBA, Management
Morgan Stanley Wealth Management March 2014 - Present
E*TRADE Financial February 2011 - March 2014
Wells Fargo August 2010 - February 2011
Fifth Third Bank March 2010 - August 2010
IronStone Bank February 2008 - March 2010
SunTrust Bank June 2007 - February 2008
Skills
Series 7 and 63, Financial Services, Small Business Lending, Loans, Commercial Lending, Credit, Commercial Banking, Credit Analysis, Banking, Lines Of Credit, Mortgage Lending, Retail Banking, Deposits, Equities, Series 7, Portfolio Management, Relationship Management, Wealth Management, Securities, Finance, Consumer Lending, Investments, Risk Management, Financial Analysis, Financial Risk, Retirement Planning, Series 63, Customer Retention, Fixed Annuities, Retirement, Call Centers, Mutual Funds, Customer Service, Options
Education
University of Phoenix 2008 — 2010
MBA, Management
Kennesaw State University 1999 — 2003
BBA, Management
Brooke Callaghan's Morgan Stanley Wealth Management Experience October 2011 - June 2013
Job Associate at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank Securities January 2014 - Present
Fieldpoint Private July 2013 - January 2014
Morgan Stanley Wealth Management October 2011 - June 2013
Bank of New York Mellon June 2009 - December 2010
Skills
Workshop Facilitation, PowerPoint, Sports, Teaching, Business Development, Public Speaking, Marketing, Series 7, Series 63, Portfolio Management, Strategic Financial..., Financial Modeling
Education
Lafayette College
Bachelor of Arts (B.A.), Self-Designed Major: Business Marketing and Communications
Providence College
Bachelor’s Degree, Economics
The Harvey School
The Rumsey Hall School
Deutsche Bank Securities January 2014 - Present
Fieldpoint Private July 2013 - January 2014
Morgan Stanley Wealth Management October 2011 - June 2013
Bank of New York Mellon June 2009 - December 2010
Skills
Workshop Facilitation, PowerPoint, Sports, Teaching, Business Development, Public Speaking, Marketing, Series 7, Series 63, Portfolio Management, Strategic Financial..., Financial Modeling
Education
Lafayette College
Bachelor of Arts (B.A.), Self-Designed Major: Business Marketing and Communications
Providence College
Bachelor’s Degree, Economics
The Harvey School
The Rumsey Hall School
Raja Uppuluri's Morgan Stanley Wealth Management Experience October 2013 - Present
Job Technical Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2013 - Present
BNP Paribas November 2006 - October 2013
Winfocus Technologies August 2010 - February 2012
NREIS January 2005 - November 2006
Deloitte September 2004 - January 2005
Merrill Lynch August 2003 - September 2004
Skills
ASP.NET, SSIS, Design Patterns, Web Services, XML, C#, VB.NET, ASP.NET AJAX, ASP.NET MVC, ASP, Microsoft SQL Server, LINQ, WCF, .NET Remoting, SOAP, UML, IIS, JavaScript, Entity Framework, Moq, Prime Brokerage, Derivatives, Equities, Hedge Funds
Education
University of North Texas 2000 — 2003
Master of Science (MS), Computer Science, A
Jawaharlal Nehru Technological University 1995 — 1999
Bachelor of Technology (B.Tech.), Mechanical Engineering, A
Morgan Stanley Wealth Management October 2013 - Present
BNP Paribas November 2006 - October 2013
Winfocus Technologies August 2010 - February 2012
NREIS January 2005 - November 2006
Deloitte September 2004 - January 2005
Merrill Lynch August 2003 - September 2004
Skills
ASP.NET, SSIS, Design Patterns, Web Services, XML, C#, VB.NET, ASP.NET AJAX, ASP.NET MVC, ASP, Microsoft SQL Server, LINQ, WCF, .NET Remoting, SOAP, UML, IIS, JavaScript, Entity Framework, Moq, Prime Brokerage, Derivatives, Equities, Hedge Funds
Education
University of North Texas 2000 — 2003
Master of Science (MS), Computer Science, A
Jawaharlal Nehru Technological University 1995 — 1999
Bachelor of Technology (B.Tech.), Mechanical Engineering, A
Shaun Flanigan's Morgan Stanley Wealth Management Experience January 2004 - Present
Job Sr. Registered Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2004 - Present
Education
Kansas State University 2000 — 2003
Business Administration
Morgan Stanley Wealth Management January 2004 - Present
Education
Kansas State University 2000 — 2003
Business Administration
Sati Gurdial's Morgan Stanley Wealth Management Experience June 2007 - December 2007
Job Operations Financial Analyst and community activist
Industry Government Administration
Experience
Queens Board of Elections September 2009 - Present
CUNY-Queens College – American Asian Research Institute March 2012 - June 2012
US Census Bureau December 2009 - September 2010
Bank of America January 2008 - June 2008
Morgan Stanley Wealth Management June 2007 - December 2007
Credit Suisse September 1986 - December 2006
Skills
Community Outreach, Government, Nonprofits, Recruiting, Public Speaking, Fundraising, Community Development, Public Policy, Event Planning, Grant Writing, Program Management, Research, Program Development, Grants, Strategic Planning, Volunteer Management, •Computer Literacy in..., Leadership, Non-profits, Customer Service, Team Building, Microsoft Office, Strategic Communications, Data Analysis, Microsoft Excel, Management
Education
Queens College 2012 — 2012
Certificate, Women and Work Job Training Program
Investment Banking Institute, NY 2009 — 2009
Certificate, Private Equity-Hedge Fund; Comprehensive Financial modeling and valuation
London South Bank University 1975 — 1978
Accounting and Finance, Accounting and Finance
South London College, UK 1973 — 1975
Diploma, Higher National Diploma in Business Studies, A
Queens Board of Elections September 2009 - Present
CUNY-Queens College – American Asian Research Institute March 2012 - June 2012
US Census Bureau December 2009 - September 2010
Bank of America January 2008 - June 2008
Morgan Stanley Wealth Management June 2007 - December 2007
Credit Suisse September 1986 - December 2006
Skills
Community Outreach, Government, Nonprofits, Recruiting, Public Speaking, Fundraising, Community Development, Public Policy, Event Planning, Grant Writing, Program Management, Research, Program Development, Grants, Strategic Planning, Volunteer Management, •Computer Literacy in..., Leadership, Non-profits, Customer Service, Team Building, Microsoft Office, Strategic Communications, Data Analysis, Microsoft Excel, Management
Education
Queens College 2012 — 2012
Certificate, Women and Work Job Training Program
Investment Banking Institute, NY 2009 — 2009
Certificate, Private Equity-Hedge Fund; Comprehensive Financial modeling and valuation
London South Bank University 1975 — 1978
Accounting and Finance, Accounting and Finance
South London College, UK 1973 — 1975
Diploma, Higher National Diploma in Business Studies, A
Bridget Antak's Morgan Stanley Wealth Management Experience April 2003 - March 2008
Job Senior Analyst at Scottrade
Industry Financial Services
Experience
Scottrade May 2015 - Present
Scottrade April 2014 - May 2015
Allstate March 2008 - February 2011
Morgan Stanley Wealth Management April 2003 - March 2008
Morgan Stanley Wealth Management April 1999 - April 2003
Skills
Value Propositions, Development &..., Project Management, Strategic Communications, Strategic Planning, Marketing Strategy, Brand Awareness, Target Marketing, Concept Development, Web Marketing, CRM databases, Web Analytics, Product Marketing, Investments, Term Life Insurance, Series 63, Marketing Communications, Insurance, Marketing, Mutual Funds, Financial Services, Retirement Planning, Leadership
Education
Loyola University Chicago 1994 — 1998
Bachelors, Communication, Italian Language/Literature
Scottrade May 2015 - Present
Scottrade April 2014 - May 2015
Allstate March 2008 - February 2011
Morgan Stanley Wealth Management April 2003 - March 2008
Morgan Stanley Wealth Management April 1999 - April 2003
Skills
Value Propositions, Development &..., Project Management, Strategic Communications, Strategic Planning, Marketing Strategy, Brand Awareness, Target Marketing, Concept Development, Web Marketing, CRM databases, Web Analytics, Product Marketing, Investments, Term Life Insurance, Series 63, Marketing Communications, Insurance, Marketing, Mutual Funds, Financial Services, Retirement Planning, Leadership
Education
Loyola University Chicago 1994 — 1998
Bachelors, Communication, Italian Language/Literature
Marc Brookman's Morgan Stanley Wealth Management Experience 2006 - Present
Job Managing Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2006 - Present
New York Life Investment Management 2000 - 2006
United Asset Management 1997 - 2000
Oppenheimer Capital 1991 - 1996
Putnam Investments 1988 - May 1991
Skills
Alternative Investments, Asset Allocation, Asset Management, Equities, Financial Services, Fixed Income, Hedge Funds, Investment Advisory, Investment Strategies, Investments, Management, Marketing, Mutual Funds, Portfolio Management, Retirement, Sales, Securities, Separately Managed..., Series 63, Series 7, Wealth Accumulation, Wealth Management
Education
James Madison University 1982 — 1986
Marketing, Business
Morgan Stanley Wealth Management 2006 - Present
New York Life Investment Management 2000 - 2006
United Asset Management 1997 - 2000
Oppenheimer Capital 1991 - 1996
Putnam Investments 1988 - May 1991
Skills
Alternative Investments, Asset Allocation, Asset Management, Equities, Financial Services, Fixed Income, Hedge Funds, Investment Advisory, Investment Strategies, Investments, Management, Marketing, Mutual Funds, Portfolio Management, Retirement, Sales, Securities, Separately Managed..., Series 63, Series 7, Wealth Accumulation, Wealth Management
Education
James Madison University 1982 — 1986
Marketing, Business
Paul LaPolla's Morgan Stanley Wealth Management Experience November 2013 - Present
Job Private Banking Ops Project Team at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2013 - Present
Morgan Stanley Wealth Management September 2012 - October 2013
Morgan Stanley Smith Barney June 2010 - August 2012
Skills
Trading, Project Management, Banking, Finance, Account Reconciliation, Business Analysis, Alternative Investments, Securities, Data Analysis, Financial Services, Microsoft Excel, Equities, Asset Management, Portfolio Management
Education
La Salle University 2005 — 2009
Bachelor of Science (BS), Accounting
Christian Brothers Academy 2001 — 2005
High School
Morgan Stanley Wealth Management November 2013 - Present
Morgan Stanley Wealth Management September 2012 - October 2013
Morgan Stanley Smith Barney June 2010 - August 2012
Skills
Trading, Project Management, Banking, Finance, Account Reconciliation, Business Analysis, Alternative Investments, Securities, Data Analysis, Financial Services, Microsoft Excel, Equities, Asset Management, Portfolio Management
Education
La Salle University 2005 — 2009
Bachelor of Science (BS), Accounting
Christian Brothers Academy 2001 — 2005
High School
Garry Whitfield's Morgan Stanley Wealth Management Experience November 2012 - Present
Job The Whitfield Group at Morgan Stanley, Menlo Park
Industry Investment Management
Experience
Morgan Stanley Wealth Management November 2012 - Present
JP Morgan December 2009 - November 2012
Neuberger Berman November 2006 - December 2009
TempCFO Solutions Inc. January 1999 - November 2006
Whitfield & Johnson June 1998 - November 2006
KPMG December 1993 - May 1998
Skills
Strategy, Start-ups, High Net Worth..., Investment Management, Estate Planning, Business Cycle, Economics, Succession Planning, Employee Stock Options, Portfolio Management, Risk Management, Asset Allocation, Wealth Management...
Education
San Jose State University 1999 — 2002
MS, Taxation
Lee University 1990 — 1992
BS, Accounting and Business Administration
Morgan Stanley Wealth Management November 2012 - Present
JP Morgan December 2009 - November 2012
Neuberger Berman November 2006 - December 2009
TempCFO Solutions Inc. January 1999 - November 2006
Whitfield & Johnson June 1998 - November 2006
KPMG December 1993 - May 1998
Skills
Strategy, Start-ups, High Net Worth..., Investment Management, Estate Planning, Business Cycle, Economics, Succession Planning, Employee Stock Options, Portfolio Management, Risk Management, Asset Allocation, Wealth Management...
Education
San Jose State University 1999 — 2002
MS, Taxation
Lee University 1990 — 1992
BS, Accounting and Business Administration
Grant Harder's Morgan Stanley Wealth Management Experience June 2012 - March 2013
Job Wealth Management Professional
Industry Investment Management
Experience
Morgan Stanley Wealth Management June 2012 - March 2013
TD Securities March 2010 - November 2011
National Bank of Canada October 2008 - March 2010
Independent Asset Manager 2006 - 2008
Scotiabank Global Banking and Markets October 2002 - January 2006
Scotiabank Global Banking and Markets 2002 - 2006
First Energy Capital Corp 1998 - 1999
Midland Walwyn Capital Corp 1994 - 1998
Midland Walwyn Capital 1994 - 1996
Mcleod, Young & Weir Investment Advisors 1987 - 1990
Skills
Equities, Finance, Wealth Management, Equity Capital Markets, Investments, Financial Advisory, Trading, Loans, Bonds, Investment Management, Hedging
Education
London Business School 1992 — 1994
MBA, Finance
Wharton School, University of Pennsylvania 1993 — 1993
MBA Exchange Student, Finance
University of Saskatchewan 1981 — 1985
BA Advanced, Economics
Morgan Stanley Wealth Management June 2012 - March 2013
TD Securities March 2010 - November 2011
National Bank of Canada October 2008 - March 2010
Independent Asset Manager 2006 - 2008
Scotiabank Global Banking and Markets October 2002 - January 2006
Scotiabank Global Banking and Markets 2002 - 2006
First Energy Capital Corp 1998 - 1999
Midland Walwyn Capital Corp 1994 - 1998
Midland Walwyn Capital 1994 - 1996
Mcleod, Young & Weir Investment Advisors 1987 - 1990
Skills
Equities, Finance, Wealth Management, Equity Capital Markets, Investments, Financial Advisory, Trading, Loans, Bonds, Investment Management, Hedging
Education
London Business School 1992 — 1994
MBA, Finance
Wharton School, University of Pennsylvania 1993 — 1993
MBA Exchange Student, Finance
University of Saskatchewan 1981 — 1985
BA Advanced, Economics
Amber Breitfelder's Morgan Stanley Wealth Management Experience February 2006 - Present
Job Registered Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2006 - Present
Education
Loyola University Chicago 2003 — 2007
Advertising/Public Relations and Marketing
Morgan Stanley Wealth Management February 2006 - Present
Education
Loyola University Chicago 2003 — 2007
Advertising/Public Relations and Marketing
Donna Castorina's Morgan Stanley Wealth Management Experience November 2007 - Present
Job at
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2007 - Present
Wachovia Securities, LLC December 1998 - November 2007
Skills
Securities, Investments, Series 7, FINRA, Series 63, Portfolio Management, Trading, Wealth Management, Analysis, Mutual Funds, Retirement
Education
Johnson State College
Morgan Stanley Wealth Management November 2007 - Present
Wachovia Securities, LLC December 1998 - November 2007
Skills
Securities, Investments, Series 7, FINRA, Series 63, Portfolio Management, Trading, Wealth Management, Analysis, Mutual Funds, Retirement
Education
Johnson State College
Abhi V's Morgan Stanley Wealth Management Experience July 2011 - December 2011
Job Programmer/Analyst
Industry Higher Education
Experience
Actavis plc now Allergan plc January 2015 - Present
Merrill Lynch February 2013 - December 2014
AT&T February 2012 - January 2013
Morgan Stanley Wealth Management July 2011 - December 2011
AAA Mid-Atlantic September 2009 - June 2011
NYIT September 2009 - May 2011
Skills
WCF, .NET, C#, XML, Microsoft SQL Server, SOAP, ASP.NET, HTML, CSS, WCF Services, ASP.NET MVC, Tortoise SVN, TFS, JavaScript, jQuery, SoapUI, WSDL, Fiddler, IIS, Visual Studio, ADO.NET, Entity Framework, AJAX, SSIS, SSRS, Test Driven Development
Education
New York Institute of Technology-Old Westbury 2009 — 2011
Master's degree, Computer Science
Jawaharlal Nehru Technological University 2004 — 2008
Bachelor's degree, Information Technology
Actavis plc now Allergan plc January 2015 - Present
Merrill Lynch February 2013 - December 2014
AT&T February 2012 - January 2013
Morgan Stanley Wealth Management July 2011 - December 2011
AAA Mid-Atlantic September 2009 - June 2011
NYIT September 2009 - May 2011
Skills
WCF, .NET, C#, XML, Microsoft SQL Server, SOAP, ASP.NET, HTML, CSS, WCF Services, ASP.NET MVC, Tortoise SVN, TFS, JavaScript, jQuery, SoapUI, WSDL, Fiddler, IIS, Visual Studio, ADO.NET, Entity Framework, AJAX, SSIS, SSRS, Test Driven Development
Education
New York Institute of Technology-Old Westbury 2009 — 2011
Master's degree, Computer Science
Jawaharlal Nehru Technological University 2004 — 2008
Bachelor's degree, Information Technology
Victor R. Cardella, CAIA's Morgan Stanley Wealth Management Experience June 2009 - Present
Job Executive Director Morgan Stanley Alternative Investments
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2009 - Present
Citi August 2005 - June 2009
Skills
Hedge Funds, Alternative Investments, Equities, Asset Allocation, Series 63, Mutual Funds, Fixed Income, Wealth Management, Capital Markets, Portfolio Management, Investments
Education
Loyola College in Maryland
Finance
Morgan Stanley Wealth Management June 2009 - Present
Citi August 2005 - June 2009
Skills
Hedge Funds, Alternative Investments, Equities, Asset Allocation, Series 63, Mutual Funds, Fixed Income, Wealth Management, Capital Markets, Portfolio Management, Investments
Education
Loyola College in Maryland
Finance
Christopher Naso's Morgan Stanley Wealth Management Experience May 1998 - August 2002
Job Research Sales/Partner at Cleveland Research Company
Industry Capital Markets
Experience
Cleveland Research Company June 2006 - Present
FTN Midwest Securities September 2002 - June 2006
Morgan Stanley Wealth Management May 1998 - August 2002
Education
Lake Erie College
B.S. Finance
University of Massachusetts, Amherst
Master of Business Administration (MBA)
Cleveland Research Company June 2006 - Present
FTN Midwest Securities September 2002 - June 2006
Morgan Stanley Wealth Management May 1998 - August 2002
Education
Lake Erie College
B.S. Finance
University of Massachusetts, Amherst
Master of Business Administration (MBA)
Tim Cellino's Morgan Stanley Wealth Management Experience August 2012 - May 2013
Job J.D. Candidate 2017 Student at Suffolk University Law School CLE
Industry Law Practice
Experience
Suffolk University Law School - CLE August 2014 - Present
Buffalo City Court House June 2015 - August 2015
Harvest Hill Golf Course June 2013 - August 2014
Morgan Stanley Wealth Management August 2012 - May 2013
Accent Stripe Inc May 2008 - December 2011
Education
John Carroll University 2007 — 2011
Bachelor of Arts and Science, Liberal Arts - History Concentration
Suffolk University Law School - CLE August 2014 - Present
Buffalo City Court House June 2015 - August 2015
Harvest Hill Golf Course June 2013 - August 2014
Morgan Stanley Wealth Management August 2012 - May 2013
Accent Stripe Inc May 2008 - December 2011
Education
John Carroll University 2007 — 2011
Bachelor of Arts and Science, Liberal Arts - History Concentration
Laurie Juster's Morgan Stanley Wealth Management Experience March 2001 - July 2007
Job Client Services Coordinator at Centinel Financial Group, LLC
Industry Financial Services
Experience
Centinel Financial Group, LLC 2014 - Present
Merrill LynchClient Associate August 2007 - January 2011
Morgan Stanley February 2000 - August 2007
Morgan Stanley Wealth Management March 2001 - July 2007
City of Newton 1984 - 1990
Education
Lesley University 1982 — 1983
MS Education, Elementary Grades and Reading
University of Michigan 1978 — 1982
BA, Child Psychology
Jericho High 1974 — 1978
Centinel Financial Group, LLC 2014 - Present
Merrill LynchClient Associate August 2007 - January 2011
Morgan Stanley February 2000 - August 2007
Morgan Stanley Wealth Management March 2001 - July 2007
City of Newton 1984 - 1990
Education
Lesley University 1982 — 1983
MS Education, Elementary Grades and Reading
University of Michigan 1978 — 1982
BA, Child Psychology
Jericho High 1974 — 1978
Chris DeFelice's Morgan Stanley Wealth Management Experience April 2011 - Present
Job Vice President, Fixed Income Sales at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2011 - Present
Morgan Stanley July 2007 - April 2011
Pegasus Capital Advisors 2006 - 2006
Skills
Fixed Income, Municipal Bonds, Series 7, Series 63, Bloomberg, Fixed Income Analysis, Fixed Income Portfolio..., PowerPoint, Microsoft Excel, Financial Modeling, Alternative Investments
Education
Loyola College in Maryland 2003 — 2007
Bachelor of Business Administration (BBA), Finance
Chaminade High School 1999 — 2003
Morgan Stanley Wealth Management April 2011 - Present
Morgan Stanley July 2007 - April 2011
Pegasus Capital Advisors 2006 - 2006
Skills
Fixed Income, Municipal Bonds, Series 7, Series 63, Bloomberg, Fixed Income Analysis, Fixed Income Portfolio..., PowerPoint, Microsoft Excel, Financial Modeling, Alternative Investments
Education
Loyola College in Maryland 2003 — 2007
Bachelor of Business Administration (BBA), Finance
Chaminade High School 1999 — 2003
August Randazzo's Morgan Stanley Wealth Management Experience October 2003 - Present
Job Vice President Business Analytics at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2003 - Present
Spear, Leeds, & Kellogg June 2001 - October 2003
Smith Barney October 1990 - June 2001
Chase Manhattan Bank August 1988 - October 1990
DTCC February 1986 - August 1988
St. John's University January 1986 - June 1988
Bankers Trust August 1977 - February 1986
Skills
Business Intelligence, Data Warehousing, Databases, Predictive Modeling, Data Mining, SAS, Campaign Management, Analytics, Application Programming, Application Design, Database Design, Application Development, Application Architecture, JCL, IBM Mainframe, COBOL, DB2, SQL, VSAM, CICS, SAS/SQL, PL/1, TSO, IBM Utilities, IBM Assembler, Intertest, Expeditor, ISAM, Basic, Platinum, Segmentation, Analysis, Team Building, Technical Analysis, Mainframe, SDLC, Financial Systems
Education
New York University, Stern School of Business 1981 — 1986
Bachelor of Science (BS), Finance, General
Laguardia Community College 1975 — 1977
Associate of Arts and Sciences (AAS), Computer Applications & Information Systems
Grover Cleveland HS 1973 — 1975
Regents Diploma
Morgan Stanley Wealth Management October 2003 - Present
Spear, Leeds, & Kellogg June 2001 - October 2003
Smith Barney October 1990 - June 2001
Chase Manhattan Bank August 1988 - October 1990
DTCC February 1986 - August 1988
St. John's University January 1986 - June 1988
Bankers Trust August 1977 - February 1986
Skills
Business Intelligence, Data Warehousing, Databases, Predictive Modeling, Data Mining, SAS, Campaign Management, Analytics, Application Programming, Application Design, Database Design, Application Development, Application Architecture, JCL, IBM Mainframe, COBOL, DB2, SQL, VSAM, CICS, SAS/SQL, PL/1, TSO, IBM Utilities, IBM Assembler, Intertest, Expeditor, ISAM, Basic, Platinum, Segmentation, Analysis, Team Building, Technical Analysis, Mainframe, SDLC, Financial Systems
Education
New York University, Stern School of Business 1981 — 1986
Bachelor of Science (BS), Finance, General
Laguardia Community College 1975 — 1977
Associate of Arts and Sciences (AAS), Computer Applications & Information Systems
Grover Cleveland HS 1973 — 1975
Regents Diploma
Brian Micioni's Morgan Stanley Wealth Management Experience June 2011 - Present
Job Customer Service Manager at K. Shaw Construction
Industry Construction
Experience
K. Shaw Construction April 2013 - Present
Morgan Stanley Wealth Management June 2011 - Present
Morgan Stanley Smith Barney LLC November 2010 - June 2011
Noble Environmental Power June 2009 - July 2009
Skills
•Microsoft..., Competitive Analysis
Education
Keene State College 2005 — 2009
Bachelor of Science (B.S.), Business Management
K. Shaw Construction April 2013 - Present
Morgan Stanley Wealth Management June 2011 - Present
Morgan Stanley Smith Barney LLC November 2010 - June 2011
Noble Environmental Power June 2009 - July 2009
Skills
•Microsoft..., Competitive Analysis
Education
Keene State College 2005 — 2009
Bachelor of Science (B.S.), Business Management
Jacob Daigle's Morgan Stanley Wealth Management Experience May 2012 - September 2012
Job Audit Intern at Postlethwaite & Netterville
Industry Accounting
Experience
Postlethwaite & Netterville June 2014 - July 2015
Premier Chemicals and Services December 2012 - May 2014
Morgan Stanley Wealth Management May 2012 - September 2012
Education
Nicholls State University 2014 — 2015
Master of Business Administration (M.B.A.)
Louisiana State University 2010 — 2014
Bachelor of Science (BS), Accounting
Postlethwaite & Netterville June 2014 - July 2015
Premier Chemicals and Services December 2012 - May 2014
Morgan Stanley Wealth Management May 2012 - September 2012
Education
Nicholls State University 2014 — 2015
Master of Business Administration (M.B.A.)
Louisiana State University 2010 — 2014
Bachelor of Science (BS), Accounting
Roslyn Young's Morgan Stanley Wealth Management Experience January 1993 - Present
Job Senior Support Representative at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 1993 - Present
Morgan Stanley Wealth Management January 1993 - Present
Education
Kingsborough Community College 1982 — 1984
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Morgan Stanley Wealth Management January 1993 - Present
Morgan Stanley Wealth Management January 1993 - Present
Education
Kingsborough Community College 1982 — 1984
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Michael D'Imperio's Morgan Stanley Wealth Management Experience July 2011 - Present
Job Branch Manager Assistant at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2011 - Present
Morgan Stanley Wealth Management April 2003 - July 2011
Education
La Salle University 2000 — 2004
Bachelor of Science (B.S.), Marketing/Accounting
Morgan Stanley Wealth Management July 2011 - Present
Morgan Stanley Wealth Management April 2003 - July 2011
Education
La Salle University 2000 — 2004
Bachelor of Science (B.S.), Marketing/Accounting
Kristin Harpine's Morgan Stanley Wealth Management Experience June 2005 - April 2008
Job Registered Client Service Manager at Raymond James Financial Services Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc., Member FINRA/SIPC October 2009 - Present
Merrill Lynch May 2008 - November 2008
Morgan Stanley Wealth Management June 2005 - April 2008
Education
Lafayette College 1999 — 2003
Bachelor of Arts (BA), Psychology & Art (Double Major)
Raymond James Financial Services, Inc., Member FINRA/SIPC October 2009 - Present
Merrill Lynch May 2008 - November 2008
Morgan Stanley Wealth Management June 2005 - April 2008
Education
Lafayette College 1999 — 2003
Bachelor of Arts (BA), Psychology & Art (Double Major)
Terence Quirk's Morgan Stanley Wealth Management Experience May 2006 - February 2008
Job Corporate Actions Analyst at AIG Investments
Industry Investment Management
Experience
AIG Investments February 2008 - Present
Morgan Stanley Wealth Management May 2006 - February 2008
Morgan Stanley Wealth Management December 2002 - April 2006
Morgan Stanley Wealth Management April 1999 - November 2002
Morgan Stanley Wealth Management December 1996 - March 2002
Morgan Stanley Wealth Management February 1995 - November 1996
Skills
Equities, Fixed Income, Securities, Asset Management, Asset Allocation, Wealth Management, Investments, Bloomberg, Portfolio Management, Bonds, Investment Management, Financial Services
Education
John Carroll University 1988 — 1993
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
AIG Investments February 2008 - Present
Morgan Stanley Wealth Management May 2006 - February 2008
Morgan Stanley Wealth Management December 2002 - April 2006
Morgan Stanley Wealth Management April 1999 - November 2002
Morgan Stanley Wealth Management December 1996 - March 2002
Morgan Stanley Wealth Management February 1995 - November 1996
Skills
Equities, Fixed Income, Securities, Asset Management, Asset Allocation, Wealth Management, Investments, Bloomberg, Portfolio Management, Bonds, Investment Management, Financial Services
Education
John Carroll University 1988 — 1993
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Jeff Zeitler's Morgan Stanley Wealth Management Experience March 2012 - September 2012
Job Shyp Satellite
Industry Consumer Services
Experience
Shyp February 2015 - Present
The Bubble Lounge June 2014 - March 2015
Crosstown February 2013 - April 2014
eBay Advertising September 2009 - February 2013
Morgan Stanley Wealth Management March 2012 - September 2012
UBS June 2007 - May 2009
TD Ameritrade February 2005 - June 2006
Chase July 2001 - April 2004
Skills
Customer Experience, Asset Allocation, Portfolio Assessment, Financial Advisory, Stock Trading, Banking, Brokerage, Relationship Management, Stocks, Mutual Funds, Options, Finance, Financial Risk, Investments, Trading, Bonds, Customer Service, Financial Services, Fixed Income, Leadership, Securities, Portfolio Management, Series 63, Series 7
Education
LIU Brooklyn 1998 — 1999
Marketing/Marketing Management
Saint Peter's University 1996 — 1998
Marketing
Shyp February 2015 - Present
The Bubble Lounge June 2014 - March 2015
Crosstown February 2013 - April 2014
eBay Advertising September 2009 - February 2013
Morgan Stanley Wealth Management March 2012 - September 2012
UBS June 2007 - May 2009
TD Ameritrade February 2005 - June 2006
Chase July 2001 - April 2004
Skills
Customer Experience, Asset Allocation, Portfolio Assessment, Financial Advisory, Stock Trading, Banking, Brokerage, Relationship Management, Stocks, Mutual Funds, Options, Finance, Financial Risk, Investments, Trading, Bonds, Customer Service, Financial Services, Fixed Income, Leadership, Securities, Portfolio Management, Series 63, Series 7
Education
LIU Brooklyn 1998 — 1999
Marketing/Marketing Management
Saint Peter's University 1996 — 1998
Marketing
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.