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
Brett Proudfoot Brett Proudfoot's Morgan Stanley Wealth Management Experience May 2011 - August 2013
Job Sales Consultant Invesco Asset Management
Industry Financial Services
Experience
Invesco US May 2014 - Present
Morgan Stanley Wealth Management May 2011 - August 2013
Edgewood Valley Country Club March 2008 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Access, Microsoft Word, Microsoft SQL Server, Analysis, Data Analysis
Education
Miami University 2010 — 2014
Bachelor of Science in Business, Finance, General
Miami University, Farmer School of Business 2010 — 2014
Bachelor of Science in Business, Finance, General
Invesco US May 2014 - Present
Morgan Stanley Wealth Management May 2011 - August 2013
Edgewood Valley Country Club March 2008 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Access, Microsoft Word, Microsoft SQL Server, Analysis, Data Analysis
Education
Miami University 2010 — 2014
Bachelor of Science in Business, Finance, General
Miami University, Farmer School of Business 2010 — 2014
Bachelor of Science in Business, Finance, General
Kristin Kober's Morgan Stanley Wealth Management Experience December 2005 - March 2010
Job Experienced Wealth Management Professional
Industry Financial Services
Experience
Merrill Lynch March 2010 - June 2014
Morgan Stanley Wealth Management December 2005 - March 2010
Legg Mason April 2005 - December 2005
Legg Mason August 2001 - April 2005
Legg Mason January 2000 - August 2001
Skills
Banking, Change Management, Credit, Financial Services, Loans, Management, Mortgage Lending, Organizational..., Private Banking, Recruiting, Series 65, Series 7, Wealth Management, Wealth Management...
Education
The Johns Hopkins University - Carey Business School 2005 — 2006
Skilled Facilitation Certification
McDaniel College 1996 — 2000
BA, Psychology
North Harford High School
Merrill Lynch March 2010 - June 2014
Morgan Stanley Wealth Management December 2005 - March 2010
Legg Mason April 2005 - December 2005
Legg Mason August 2001 - April 2005
Legg Mason January 2000 - August 2001
Skills
Banking, Change Management, Credit, Financial Services, Loans, Management, Mortgage Lending, Organizational..., Private Banking, Recruiting, Series 65, Series 7, Wealth Management, Wealth Management...
Education
The Johns Hopkins University - Carey Business School 2005 — 2006
Skilled Facilitation Certification
McDaniel College 1996 — 2000
BA, Psychology
North Harford High School
Brett Reardon, QPFC Brett Reardon, QPFC's Morgan Stanley Wealth Management Experience May 2012 - December 2012
Job Institutional Investment Consultant at Plante Moran Financial Advisors
Industry Financial Services
Experience
Plante Moran Financial Advisors August 2013 - Present
Morgan Stanley Wealth Management May 2012 - December 2012
Skills
Wealth Management, Strategic Financial..., Asset Allocation, Financial Analysis, Investments
Education
Michigan State University 2009 — 2013
Bachelor of Arts (BA), Finance
Plante Moran Financial Advisors August 2013 - Present
Morgan Stanley Wealth Management May 2012 - December 2012
Skills
Wealth Management, Strategic Financial..., Asset Allocation, Financial Analysis, Investments
Education
Michigan State University 2009 — 2013
Bachelor of Arts (BA), Finance
Gene Trudden, CIMA Gene Trudden, CIMA's Morgan Stanley Wealth Management Experience October 1975 - Present
Job Senior Vice President | Senior Institutional Consultant Financial Advisor
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 1975 - Present
Skills
Retirement Planning, Tactical Asset..., Asset Management, Portfolio Management, Certified Investment..., Institutional Consulting, Equities, Fixed Income, Family Office
Education
Manhattan College 1965 — 1969
Bachelor of Science, Economics
Morgan Stanley Wealth Management October 1975 - Present
Skills
Retirement Planning, Tactical Asset..., Asset Management, Portfolio Management, Certified Investment..., Institutional Consulting, Equities, Fixed Income, Family Office
Education
Manhattan College 1965 — 1969
Bachelor of Science, Economics
Cynthia E. James, MBA Cynthia E. James, MBA's Morgan Stanley Wealth Management Experience December 2005 - April 2013
Job Project Management Specialist
Industry Financial Services
Experience
Bank of America January 2015 - Present
Bank of America May 2013 - December 2014
Morgan Stanley Wealth Management December 2005 - April 2013
Morgan Stanley April 2003 - December 2005
BearingPoint, Inc April 2000 - April 2003
Deustche Bank November 1997 - April 2000
PaineWebber 1984 - 1997
Skills
Business Requirements, Wealth Management, Process Re-engineering, Conversions, Excel, Word, Integration, Microsoft Word, Business Process..., Microsoft Excel, Data Conversion, Implementation Planning, Implementation..., Leadership, Communication, Problem Solving, Business Analysis, Visio, Risk Management, Project Management, Management, Management Consulting, Financial Services, Banking, Budgets, Program Management, SDLC, Asset Management, PMO, Project Portfolio..., Financial Risk, Strategy, IT Strategy, Vendor Management, Business Process, Process Improvement, PMP, Business Process..., Portfolio Management, Requirements Gathering, Business Transformation, Relationship Management, CRM, Governance
Education
Saint John's University 1986 — 1990
MBA, Marketing
Marymount College 1980 — 1984
BS, Business / Marketing
Bank of America January 2015 - Present
Bank of America May 2013 - December 2014
Morgan Stanley Wealth Management December 2005 - April 2013
Morgan Stanley April 2003 - December 2005
BearingPoint, Inc April 2000 - April 2003
Deustche Bank November 1997 - April 2000
PaineWebber 1984 - 1997
Skills
Business Requirements, Wealth Management, Process Re-engineering, Conversions, Excel, Word, Integration, Microsoft Word, Business Process..., Microsoft Excel, Data Conversion, Implementation Planning, Implementation..., Leadership, Communication, Problem Solving, Business Analysis, Visio, Risk Management, Project Management, Management, Management Consulting, Financial Services, Banking, Budgets, Program Management, SDLC, Asset Management, PMO, Project Portfolio..., Financial Risk, Strategy, IT Strategy, Vendor Management, Business Process, Process Improvement, PMP, Business Process..., Portfolio Management, Requirements Gathering, Business Transformation, Relationship Management, CRM, Governance
Education
Saint John's University 1986 — 1990
MBA, Marketing
Marymount College 1980 — 1984
BS, Business / Marketing
Sharon L. Reigstad Sharon L. Reigstad's Morgan Stanley Wealth Management Experience August 2013 - August 2015
Job Vice President Supervisory Manager at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2015 - Present
Morgan Stanley Wealth Management August 2013 - August 2015
SVA Financial Services, LLC February 2009 - April 2012
SVA Plumb Wealth Management, LLC April 2008 - April 2012
Charles Schwab & Co., Inc April 2002 - April 2008
Baker Tilley formerly Virchow Krause Wealth Management ,LLC November 1998 - February 2002
Skills
Securities Regulation, FINRA, Regulatory Analysis, SEC filings, Compliance Testing, Supervisory Management
Education
FINRA Registrations: 7, 9, 10, 24, 63, 65, 66, 99
Madison Area Technical College
Associate of Science, Business
J.P. Morgan August 2015 - Present
Morgan Stanley Wealth Management August 2013 - August 2015
SVA Financial Services, LLC February 2009 - April 2012
SVA Plumb Wealth Management, LLC April 2008 - April 2012
Charles Schwab & Co., Inc April 2002 - April 2008
Baker Tilley formerly Virchow Krause Wealth Management ,LLC November 1998 - February 2002
Skills
Securities Regulation, FINRA, Regulatory Analysis, SEC filings, Compliance Testing, Supervisory Management
Education
FINRA Registrations: 7, 9, 10, 24, 63, 65, 66, 99
Madison Area Technical College
Associate of Science, Business
Ria Gerger Ria Gerger's Morgan Stanley Wealth Management Experience July 2014 - August 2014
Job Student at Middlebury College
Industry Banking
Experience
Pfatschbacher Art Collection December 2009 - Present
Hines June 2015 - August 2015
Morgan Stanley Wealth Management July 2014 - August 2014
Sama’s Restaurant September 2013 - February 2014
Rice University Art Gallery January 2012 - February 2012
Skills
German, Tennis, Singer-songwriter, Spanish-speaking, Sewing, Downhill Skiing
Education
Middlebury College 2012 — 2016
Economics
The Emery/Weiner High School 2008 — 2012
High School Diploma
Pfatschbacher Art Collection December 2009 - Present
Hines June 2015 - August 2015
Morgan Stanley Wealth Management July 2014 - August 2014
Sama’s Restaurant September 2013 - February 2014
Rice University Art Gallery January 2012 - February 2012
Skills
German, Tennis, Singer-songwriter, Spanish-speaking, Sewing, Downhill Skiing
Education
Middlebury College 2012 — 2016
Economics
The Emery/Weiner High School 2008 — 2012
High School Diploma
Christopher Codere's Morgan Stanley Wealth Management Experience February 2014 - April 2014
Job Ensuring complete customer satisfaction throughout the entire building process.
Industry Construction
Experience
Cleary Building Corp. 2014 - Present
Aarons May 2014 - October 2014
Morgan Stanley Wealth Management February 2014 - April 2014
Ressler Motors March 2013 - February 2014
United Rentals November 2012 - January 2013
Snap Fitness 24/7 November 2011 - May 2012
Tops Bail Bonds October 2011 - May 2012
Michigan State University September 2009 - May 2012
United States Marine Corps July 2003 - August 2008
Skills
5 years Active-duty..., Active DoD Secret..., CPR/First Aid/AED..., Michigan CPL (Concealed..., Active ASIS..., Work experience in 6..., Access control and..., Qualified with U.S...., Highly trained in..., In excellent physical..., Highly motivated for..., Proficient in Microsoft..., PowerPoint, Security, Customer Service, Leadership, Microsoft Excel, Physical Security, Training, Sales, Research
Education
Michigan State University 2009 — 2012
Bachelor of Arts (B.A.), Criminal Justice/Police Science
Gavin de Becker & Associates 2012 — 2012
Essential Protection Skills Academy, Executive Protection
Cleary Building Corp. 2014 - Present
Aarons May 2014 - October 2014
Morgan Stanley Wealth Management February 2014 - April 2014
Ressler Motors March 2013 - February 2014
United Rentals November 2012 - January 2013
Snap Fitness 24/7 November 2011 - May 2012
Tops Bail Bonds October 2011 - May 2012
Michigan State University September 2009 - May 2012
United States Marine Corps July 2003 - August 2008
Skills
5 years Active-duty..., Active DoD Secret..., CPR/First Aid/AED..., Michigan CPL (Concealed..., Active ASIS..., Work experience in 6..., Access control and..., Qualified with U.S...., Highly trained in..., In excellent physical..., Highly motivated for..., Proficient in Microsoft..., PowerPoint, Security, Customer Service, Leadership, Microsoft Excel, Physical Security, Training, Sales, Research
Education
Michigan State University 2009 — 2012
Bachelor of Arts (B.A.), Criminal Justice/Police Science
Gavin de Becker & Associates 2012 — 2012
Essential Protection Skills Academy, Executive Protection
Di Mike Wang Di Mike Wang's Morgan Stanley Wealth Management Experience January 2014 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2014 - Present
Eagle Strategies, LLC New York Life January 2013 - January 2014
Mike Di Mobile DJ/Productions September 2011 - December 2012
ABS Import Tools Inc. September 2009 - September 2012
Skills
Public Speaking, International Relations, Financial Services, Investment Advisory, Marketing, Project Management, Leadership, Intercultural..., International..., Financial Analysis, Insurance, Customer Service, Finance, Investments, Analysis, Microsoft Excel, PowerPoint
Education
University of California, Riverside 2008 — 2012
Bachelor's degree, Economics/Business Administration Concentration in Organizations
Lunds universitet / Lund University 2010 — 2011
Bachelor's degree, Economics
Morgan Stanley Wealth Management January 2014 - Present
Eagle Strategies, LLC New York Life January 2013 - January 2014
Mike Di Mobile DJ/Productions September 2011 - December 2012
ABS Import Tools Inc. September 2009 - September 2012
Skills
Public Speaking, International Relations, Financial Services, Investment Advisory, Marketing, Project Management, Leadership, Intercultural..., International..., Financial Analysis, Insurance, Customer Service, Finance, Investments, Analysis, Microsoft Excel, PowerPoint
Education
University of California, Riverside 2008 — 2012
Bachelor's degree, Economics/Business Administration Concentration in Organizations
Lunds universitet / Lund University 2010 — 2011
Bachelor's degree, Economics
John Warme John Warme's Morgan Stanley Wealth Management Experience April 2005 - November 2006
Job Vice President, Portfolio Manager at U.S. Trust, Bank of America Private Wealth Management
Industry Financial Services
Experience
U.S. Trust October 2013 - Present
Investment Management & Consulting Group October 2010 - October 2013
Morgan Stanley Wealth Management April 2005 - November 2006
State Street October 2004 - April 2005
Skills
Morningstar Direct..., Advanced Excel, Advent Axys, Bloomberg Terminal, Morningstar Principia, Asset Management, Investments, Portfolio Management, Wealth Management, Equities, Financial Analysis, Financial Modeling, ThomsonOne, Mutual Funds, Investment Strategies, Fixed Income, Hedge Funds, Investment Management, Securities, Finance, Derivatives, Morningstar, Axys
Education
University of Maine 2006 — 2008
Master of Business Administration (MBA), Finance
Marymount Manhattan College 2000 — 2004
BS, Business/Finance
U.S. Trust October 2013 - Present
Investment Management & Consulting Group October 2010 - October 2013
Morgan Stanley Wealth Management April 2005 - November 2006
State Street October 2004 - April 2005
Skills
Morningstar Direct..., Advanced Excel, Advent Axys, Bloomberg Terminal, Morningstar Principia, Asset Management, Investments, Portfolio Management, Wealth Management, Equities, Financial Analysis, Financial Modeling, ThomsonOne, Mutual Funds, Investment Strategies, Fixed Income, Hedge Funds, Investment Management, Securities, Finance, Derivatives, Morningstar, Axys
Education
University of Maine 2006 — 2008
Master of Business Administration (MBA), Finance
Marymount Manhattan College 2000 — 2004
BS, Business/Finance
Nathan Jones Nathan Jones's Morgan Stanley Wealth Management Experience February 2014 - May 2014
Job Associate at BDO Consulting Valuation & Business Analytics
Industry Financial Services
Experience
BDO Consulting - Valuation & Business Analytics September 2015 - Present
Morgan Stanley Wealth Management February 2014 - May 2014
Middle Tennessee State University August 2011 - December 2013
Education
William E. Simon School of Business 2014 — 2015
Master of Science (MS), Finance, General
Middle Tennessee State University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Business Finance
BDO Consulting - Valuation & Business Analytics September 2015 - Present
Morgan Stanley Wealth Management February 2014 - May 2014
Middle Tennessee State University August 2011 - December 2013
Education
William E. Simon School of Business 2014 — 2015
Master of Science (MS), Finance, General
Middle Tennessee State University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Business Finance
Kirk Thode Kirk Thode's Morgan Stanley Wealth Management Experience March 2006 - Present
Job Financial Advisor, CFP with Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2006 - Present
East Town Association March 2013 - Present
Marquette University 2011 - Present
US Bancorp May 2005 - March 2006
Skills
Asset Management, Retirement, Investments, Estate Planning, Asset Managment, Retirement Planning, Strategic Financial..., Portfolio Management, Insurance, 401k, Wealth Management, Small Business, Dentistry, Employee Benefits, Succession Planning
Education
Marquette University 2010 — 2011
Masters Science Applied Economics
University of Wisconsin-Milwaukee 2000 — 2005
Bachelor of Business Administration (BBA), Finance - Marketing
Morgan Stanley Wealth Management March 2006 - Present
East Town Association March 2013 - Present
Marquette University 2011 - Present
US Bancorp May 2005 - March 2006
Skills
Asset Management, Retirement, Investments, Estate Planning, Asset Managment, Retirement Planning, Strategic Financial..., Portfolio Management, Insurance, 401k, Wealth Management, Small Business, Dentistry, Employee Benefits, Succession Planning
Education
Marquette University 2010 — 2011
Masters Science Applied Economics
University of Wisconsin-Milwaukee 2000 — 2005
Bachelor of Business Administration (BBA), Finance - Marketing
Court Lake's Morgan Stanley Wealth Management Experience May 2014 - May 2014
Job Summer Financial Analyst at Stonetown Capital Group
Industry Financial Services
Experience
Stonetown Capital Group May 2015 - July 2015
Habitat for Humanity International April 2012 - January 2015
Putnam Equities, LLC June 2014 - September 2014
Morgan Stanley Wealth Management May 2014 - May 2014
Middlebury College February 2014 - May 2014
Wells Fargo Advisors May 2013 - July 2013
Integrated Sports Therapy May 2011 - June 2011
Skills
Community Outreach, Nonprofits, Community Development, Spanish, Microsoft Word, Microsoft Excel, SPSS, Leadership, PowerPoint, Microsoft Office
Education
Middlebury College 2012 — 2016
Political Science
The Hotchkiss School 2011 — 2012
Staples High School 2007 — 2011
Stonetown Capital Group May 2015 - July 2015
Habitat for Humanity International April 2012 - January 2015
Putnam Equities, LLC June 2014 - September 2014
Morgan Stanley Wealth Management May 2014 - May 2014
Middlebury College February 2014 - May 2014
Wells Fargo Advisors May 2013 - July 2013
Integrated Sports Therapy May 2011 - June 2011
Skills
Community Outreach, Nonprofits, Community Development, Spanish, Microsoft Word, Microsoft Excel, SPSS, Leadership, PowerPoint, Microsoft Office
Education
Middlebury College 2012 — 2016
Political Science
The Hotchkiss School 2011 — 2012
Staples High School 2007 — 2011
Sergio G. Campos Sergio G. Campos's Morgan Stanley Wealth Management Experience May 2013 - December 2013
Job Technology Associate at Hewins Financial | Wipfli Hewins
Industry Investment Management
Experience
Hewins Financial Wipfli Hewins September 2015 - Present
Hewins Financial Wipfli Hewins April 2014 - September 2015
Sam Liccardo for Mayor January 2014 - May 2014
Morgan Stanley Wealth Management May 2013 - December 2013
Mexican-American Studies Dept at San Jose State University September 2012 - July 2013
Fry's Electronics August 2011 - September 2012
Skills
Leadership, Customer Service, Microsoft Word, Entrepreneurship, Marketing, Social Networking, Microsoft Excel, Sales, Financial Analysis, Team Building, Economics, Econometrics, Social Media, Market Research, Finance, Data Analysis, Regression Analysis, PowerPoint, Time Management, Typing, Communication, Microsoft Office, Real Estate, Bi-lingual, Property Management, Email Marketing, Negotiation, Multilingual, Landlord/Tenant Matters, Landlord/tenant Issues, Rent Manager, HTML 5, WordPress, Microsoft CRM, Public Speaking, Teamwork, Event Planning
Education
San Jose State University 2011 — 2013
Bachelor's Degree, Economics
Modesto Junior College 2006 — 2010
Associate's Degree, Concentration in economics
Hewins Financial Wipfli Hewins September 2015 - Present
Hewins Financial Wipfli Hewins April 2014 - September 2015
Sam Liccardo for Mayor January 2014 - May 2014
Morgan Stanley Wealth Management May 2013 - December 2013
Mexican-American Studies Dept at San Jose State University September 2012 - July 2013
Fry's Electronics August 2011 - September 2012
Skills
Leadership, Customer Service, Microsoft Word, Entrepreneurship, Marketing, Social Networking, Microsoft Excel, Sales, Financial Analysis, Team Building, Economics, Econometrics, Social Media, Market Research, Finance, Data Analysis, Regression Analysis, PowerPoint, Time Management, Typing, Communication, Microsoft Office, Real Estate, Bi-lingual, Property Management, Email Marketing, Negotiation, Multilingual, Landlord/Tenant Matters, Landlord/tenant Issues, Rent Manager, HTML 5, WordPress, Microsoft CRM, Public Speaking, Teamwork, Event Planning
Education
San Jose State University 2011 — 2013
Bachelor's Degree, Economics
Modesto Junior College 2006 — 2010
Associate's Degree, Concentration in economics
Rick Herold Rick Herold's Morgan Stanley Wealth Management Experience March 2001 - August 2002
Job Plum Group FoodsTexas, Chicago, Boston, OrlandoFood Ingredient Brokerage and Distribution IQF Fruits/Veg/Beans/Rice
Industry Food & Beverages
Experience
OWNER/PRESIDENT - PLUM GROUP FOODS October 2007 - Present
Sewell Automotive Companies 2002 - 2007
Morgan Stanley Wealth Management March 2001 - August 2002
Skills
Account Management, Customer Service, Food, Inventory Management, Leadership, Management, Negotiation, New Business Development, Process Improvement, Purchasing, Sales, Sales Management, Strategic Planning, Team Building
Education
Midwestern State University 1995 — 2000
Bachelor, Finance
OWNER/PRESIDENT - PLUM GROUP FOODS October 2007 - Present
Sewell Automotive Companies 2002 - 2007
Morgan Stanley Wealth Management March 2001 - August 2002
Skills
Account Management, Customer Service, Food, Inventory Management, Leadership, Management, Negotiation, New Business Development, Process Improvement, Purchasing, Sales, Sales Management, Strategic Planning, Team Building
Education
Midwestern State University 1995 — 2000
Bachelor, Finance
Lado Jobava's Morgan Stanley Wealth Management Experience May 2014 - August 2014
Job Investment/Operations Specialist
Industry Financial Services
Experience
AdvisorNet Financial August 2015 - Present
Taylor Corporation September 2014 - May 2015
Maverick Student Investment Fund January 2014 - May 2015
Morgan Stanley Wealth Management May 2014 - August 2014
Taylor Corporation December 2013 - May 2014
Minnesota State University, Mankato May 2013 - May 2014
Minnesota State University, Mankato May 2013 - May 2014
Minnesota State University, Mankato August 2012 - December 2013
Minnesota State University, Mankato January 2013 - May 2013
Minnesota State University, Mankato October 2012 - May 2013
Skills
Public Speaking, Critical Thinking, Event Planning, Leadership, Microsoft Word, Fundraising, Customer Service, Time Management, Teamwork, Facebook, Research, Cross-cultural Teams, Microsoft Excel, Community Outreach, Marketing, Social Media, Microsoft Office, PowerPoint, Nonprofits, Financial Analysis, Corporate Finance, Investments, Wealth Management..., Retirement Planning, Portfolio Performance..., Risk Analysis, Problem Solving, Scenario Analysis
Education
Minnesota State University, Mankato 2011 — 2015
Bachelor of Science (BS), Corporate Finance and Invesment Analysis
AdvisorNet Financial August 2015 - Present
Taylor Corporation September 2014 - May 2015
Maverick Student Investment Fund January 2014 - May 2015
Morgan Stanley Wealth Management May 2014 - August 2014
Taylor Corporation December 2013 - May 2014
Minnesota State University, Mankato May 2013 - May 2014
Minnesota State University, Mankato May 2013 - May 2014
Minnesota State University, Mankato August 2012 - December 2013
Minnesota State University, Mankato January 2013 - May 2013
Minnesota State University, Mankato October 2012 - May 2013
Skills
Public Speaking, Critical Thinking, Event Planning, Leadership, Microsoft Word, Fundraising, Customer Service, Time Management, Teamwork, Facebook, Research, Cross-cultural Teams, Microsoft Excel, Community Outreach, Marketing, Social Media, Microsoft Office, PowerPoint, Nonprofits, Financial Analysis, Corporate Finance, Investments, Wealth Management..., Retirement Planning, Portfolio Performance..., Risk Analysis, Problem Solving, Scenario Analysis
Education
Minnesota State University, Mankato 2011 — 2015
Bachelor of Science (BS), Corporate Finance and Invesment Analysis
Francesca Pickel Francesca Pickel's Morgan Stanley Wealth Management Experience June 2013 - Present
Job Data and Office Operations Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2013 - Present
Marist College Greystone Equity Fund January 2013 - May 2013
MBF Clearing Corp. July 2012 - August 2012
Skills
Microsoft Office, Bloomberg Terminal, Business Research..., Microsoft Excel, Financial Analysis, Leadership, PowerPoint, Finance, Analysis, Research, Time Management
Education
Marist College 2009 — 2013
Bachelor of Science (BS), Finance, General
Saint Anthony's High School 2005 — 2009
Morgan Stanley Wealth Management June 2013 - Present
Marist College Greystone Equity Fund January 2013 - May 2013
MBF Clearing Corp. July 2012 - August 2012
Skills
Microsoft Office, Bloomberg Terminal, Business Research..., Microsoft Excel, Financial Analysis, Leadership, PowerPoint, Finance, Analysis, Research, Time Management
Education
Marist College 2009 — 2013
Bachelor of Science (BS), Finance, General
Saint Anthony's High School 2005 — 2009
Remington Zience Remington Zience's Morgan Stanley Wealth Management Experience March 2014 - Present
Job Regional Consultant at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2015 - Present
Morgan Stanley Wealth Management March 2014 - Present
1800flowers.com June 2012 - August 2012
The Odyssey // Olympia Media Group September 2011 - February 2012
John Lennon Educational Tour Bus June 2011 - August 2011
Kirkwood Marketing June 2010 - August 2010
Education
Miami University 2009 — 2013
Farmer School Of Business Bachelor of Science, Business; Finance, Graduate
Goldman Sachs July 2015 - Present
Morgan Stanley Wealth Management March 2014 - Present
1800flowers.com June 2012 - August 2012
The Odyssey // Olympia Media Group September 2011 - February 2012
John Lennon Educational Tour Bus June 2011 - August 2011
Kirkwood Marketing June 2010 - August 2010
Education
Miami University 2009 — 2013
Farmer School Of Business Bachelor of Science, Business; Finance, Graduate
Daylan Simkavitz's Morgan Stanley Wealth Management Experience September 2011 - Present
Job EIPM Escalations/ SWAT at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2011 - Present
Famous Footwear February 2005 - February 2010
Skills
VMware, Citrix, Windows 7, Windows XP Pro, Active Directory, Windows Registry, Microsoft Office, Windows Vista, Apple, Apple OS, Networking, PowerPoint, Powershell, NetQoS, SharePoint, Bandwidth, Technical Support, Help Desk Support, Microsoft Excel, Microsoft Word, Lotus Notes, Lotus Symphony, Shell Scripting, Scripting, Money Management, XP, System Administration, Windows XP, Project Management, ITIL, Vendor Management, Business Analysis
Education
Metropolitan State College of Denver 2008 — 2009
The Denver School of Science and Technology 2004 — 2008
Morgan Stanley Wealth Management September 2011 - Present
Famous Footwear February 2005 - February 2010
Skills
VMware, Citrix, Windows 7, Windows XP Pro, Active Directory, Windows Registry, Microsoft Office, Windows Vista, Apple, Apple OS, Networking, PowerPoint, Powershell, NetQoS, SharePoint, Bandwidth, Technical Support, Help Desk Support, Microsoft Excel, Microsoft Word, Lotus Notes, Lotus Symphony, Shell Scripting, Scripting, Money Management, XP, System Administration, Windows XP, Project Management, ITIL, Vendor Management, Business Analysis
Education
Metropolitan State College of Denver 2008 — 2009
The Denver School of Science and Technology 2004 — 2008
Dawson Graves's Morgan Stanley Wealth Management Experience June 2013 - August 2013
Job Credit Analyst at First Commercial Bank
Industry Banking
Experience
First Commercial Bank June 2015 - Present
Tennesse Valley Authority Investment Challenge Panel April 2011 - May 2015
Renasant Bank May 2014 - July 2014
Sigma Chi Fraternity November 2012 - November 2013
Morgan Stanley Wealth Management June 2013 - August 2013
Skills
Leadership, Microsoft Excel, Operating Budgets, QuickBooks, Banking
Education
Mississippi State University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Senior
Jackson Prep 2007 — 2011
First Commercial Bank June 2015 - Present
Tennesse Valley Authority Investment Challenge Panel April 2011 - May 2015
Renasant Bank May 2014 - July 2014
Sigma Chi Fraternity November 2012 - November 2013
Morgan Stanley Wealth Management June 2013 - August 2013
Skills
Leadership, Microsoft Excel, Operating Budgets, QuickBooks, Banking
Education
Mississippi State University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Senior
Jackson Prep 2007 — 2011
Jadean Norman Jadean Norman's Morgan Stanley Wealth Management Experience June 2014 - August 2014
Job Risk Management Intern at CIBC World Markets
Industry Accounting
Experience
CIBC World Markets June 2015 - Present
NUS Consulting Group January 2015 - May 2015
Morgan Stanley Wealth Management June 2014 - August 2014
PSGive January 2014 - May 2014
Havabar Ice Cream & Dry Ice June 2009 - September 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, English, Active listening, Applying new skills, QuickBooks, Time Management, Outlook, Accounting, Fundraising, Access, Data Entry, Creativity, Marketing Communications, Marketing Strategy
Education
Mercy College 2013 — 2017
CIBC World Markets June 2015 - Present
NUS Consulting Group January 2015 - May 2015
Morgan Stanley Wealth Management June 2014 - August 2014
PSGive January 2014 - May 2014
Havabar Ice Cream & Dry Ice June 2009 - September 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, English, Active listening, Applying new skills, QuickBooks, Time Management, Outlook, Accounting, Fundraising, Access, Data Entry, Creativity, Marketing Communications, Marketing Strategy
Education
Mercy College 2013 — 2017
Jenny Gray Jenny Gray's Morgan Stanley Wealth Management Experience January 2011 - November 2012
Job Investment Associate at JPMorgan Securities LLC
Industry Financial Services
Experience
J.P. Morgan April 2013 - Present
Morgan Stanley Wealth Management January 2011 - November 2012
Morgan Stanley Wealth Management February 2009 - December 2010
Merrill Lynch February 2007 - February 2009
Education
Midwestern State University 2001 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
J.P. Morgan April 2013 - Present
Morgan Stanley Wealth Management January 2011 - November 2012
Morgan Stanley Wealth Management February 2009 - December 2010
Merrill Lynch February 2007 - February 2009
Education
Midwestern State University 2001 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Laurent Jacob Laurent Jacob's Morgan Stanley Wealth Management Experience May 2014 - August 2014
Job Technology Summer Analyst Intern at Morgan Stanley Wealth Management
Industry Telecommunications
Experience
Morgan Stanley Wealth Management May 2014 - August 2014
Inocybe Technologies April 2013 - September 2013
Datadraft Systems Inc April 2012 - September 2012
Skills
JavaScript, jQuery, Scala, AJAX, Java, Play Framework, HTML 5, CSS3, PHP, Twitter Bootstrap, OpenFlow, Draw2d Touch, C, Git, MySQL, Python, AngularJS, Bash, SailsJS
Education
McGill University 2012 — 2016
Bachelor of Software Engineering, Computer Software Engineering, 3.57/4.0
Vanier College 2010 — 2012
Health Science
Morgan Stanley Wealth Management May 2014 - August 2014
Inocybe Technologies April 2013 - September 2013
Datadraft Systems Inc April 2012 - September 2012
Skills
JavaScript, jQuery, Scala, AJAX, Java, Play Framework, HTML 5, CSS3, PHP, Twitter Bootstrap, OpenFlow, Draw2d Touch, C, Git, MySQL, Python, AngularJS, Bash, SailsJS
Education
McGill University 2012 — 2016
Bachelor of Software Engineering, Computer Software Engineering, 3.57/4.0
Vanier College 2010 — 2012
Health Science
Timothy D. Myers's Morgan Stanley Wealth Management Experience May 2013 - August 2013
Job Incoming Investment Banking Summer Analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan June 2015 - Present
Miami Investment Banking Club November 2014 - Present
The InVentures Group, Inc. June 2014 - August 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Skills
Economics, Investments, Equities, Wealth Management, Due Diligence, Alternative Investments, Bloomberg, Capital Markets, Entrepreneurship, Finance, Financial Modeling, Fixed Income, Leadership, Management, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Social Media
Education
Miami University 2012 — 2016
Bachelor of Science (BS), Finance
Canisius High School 2009 — 2012
J.P. Morgan June 2015 - Present
Miami Investment Banking Club November 2014 - Present
The InVentures Group, Inc. June 2014 - August 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Skills
Economics, Investments, Equities, Wealth Management, Due Diligence, Alternative Investments, Bloomberg, Capital Markets, Entrepreneurship, Finance, Financial Modeling, Fixed Income, Leadership, Management, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Social Media
Education
Miami University 2012 — 2016
Bachelor of Science (BS), Finance
Canisius High School 2009 — 2012
David Roberto David Roberto's Morgan Stanley Wealth Management Experience June 2011 - September 2011
Job Recruiting Manager at Bay State Search
Industry Staffing and Recruiting
Experience
Bay State Search September 2014 - Present
The Mergis Group November 2012 - December 2013
Morgan Stanley Wealth Management June 2011 - September 2011
Dependable Oil Corporation January 2007 - January 2009
Skills
Salesforce.com, Recruiting, Leadership, Management, Strategy, Human Resources, Sales, Cold Calling, Sales Operations, Marketing, New Business Development, Executive Search, Temporary Placement, Customer Service, Competitive Analysis, Finance, Outlook, Advertising, Consulting, Retail, Access, PowerPoint
Education
Merrimack College 2009 — 2012
BS, Finance and Financial Management Services, 3.6
Bay State Search September 2014 - Present
The Mergis Group November 2012 - December 2013
Morgan Stanley Wealth Management June 2011 - September 2011
Dependable Oil Corporation January 2007 - January 2009
Skills
Salesforce.com, Recruiting, Leadership, Management, Strategy, Human Resources, Sales, Cold Calling, Sales Operations, Marketing, New Business Development, Executive Search, Temporary Placement, Customer Service, Competitive Analysis, Finance, Outlook, Advertising, Consulting, Retail, Access, PowerPoint
Education
Merrimack College 2009 — 2012
BS, Finance and Financial Management Services, 3.6
Mark W. Badalamenti Mark W. Badalamenti's Morgan Stanley Wealth Management Experience March 2013 - July 2014
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
Morgan Stanley Wealth Management March 2013 - July 2014
Wells Fargo Advisors 2012 - 2013
PGA TOUR May 2011 - September 2011
Wells Fargo Advisors 2006 - 2011
Skills
Investments, Public Speaking, Customer Service, Financial Analysis, Sales, Marketing, Asset Allocation, Mutual Funds, Wealth Management, Securities, Retirement Planning, SmartStation, Microsoft Office, Bloomberg Terminal, Risk Management, Thompson One, Copywriting, Social Media, Finance, Client Services, Microsoft Excel, Asset Management, PowerPoint, Microsoft Word, Outlook, Wealth Management...
Education
Miami University 2008 — 2012
Bachelor of Arts (BA), Political Science and Government
The Wardlaw - Hartridge School 1995 — 2008
Elementary - High School
Merrill Lynch October 2014 - Present
Morgan Stanley Wealth Management March 2013 - July 2014
Wells Fargo Advisors 2012 - 2013
PGA TOUR May 2011 - September 2011
Wells Fargo Advisors 2006 - 2011
Skills
Investments, Public Speaking, Customer Service, Financial Analysis, Sales, Marketing, Asset Allocation, Mutual Funds, Wealth Management, Securities, Retirement Planning, SmartStation, Microsoft Office, Bloomberg Terminal, Risk Management, Thompson One, Copywriting, Social Media, Finance, Client Services, Microsoft Excel, Asset Management, PowerPoint, Microsoft Word, Outlook, Wealth Management...
Education
Miami University 2008 — 2012
Bachelor of Arts (BA), Political Science and Government
The Wardlaw - Hartridge School 1995 — 2008
Elementary - High School
Trent Schumann's Morgan Stanley Wealth Management Experience June 2014 - August 2014
Job Intern at Miami Investment and Treasury Services Office
Industry Investment Banking
Experience
Miami University Investment and Treasury Services Office August 2015 - Present
Morgan Stanley June 2015 - August 2015
Morgan Stanley Wealth Management June 2014 - August 2014
Skills
Leadership, Financial Analysis, Microsoft Excel, PowerPoint, Teamwork, Team Leadership, Training, Marketing, Public Speaking, Financial Accounting, Mergers & Acquisitions, Investment Banking, Sales, Financial Modeling
Education
Miami University 2013 — 2017
Bachelor's degree, Finance and Accounting
Glenbard West High School 2009 — 2013
Miami University Investment and Treasury Services Office August 2015 - Present
Morgan Stanley June 2015 - August 2015
Morgan Stanley Wealth Management June 2014 - August 2014
Skills
Leadership, Financial Analysis, Microsoft Excel, PowerPoint, Teamwork, Team Leadership, Training, Marketing, Public Speaking, Financial Accounting, Mergers & Acquisitions, Investment Banking, Sales, Financial Modeling
Education
Miami University 2013 — 2017
Bachelor's degree, Finance and Accounting
Glenbard West High School 2009 — 2013
Bob Graziano Bob Graziano's Morgan Stanley Wealth Management Experience November 2011 - Present
Job Sales Associate at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley Wealth Management November 2011 - Present
UBS December 2008 - November 2011
Vornado Realty Trust May 2007 - August 2007
AXA Equitable June 2006 - August 2006
Skills
Series 7, Series 66
Education
Marist College 2004 — 2008
B.S, Finance
Glen Rock High School 2000 — 2004
Morgan Stanley Wealth Management November 2011 - Present
UBS December 2008 - November 2011
Vornado Realty Trust May 2007 - August 2007
AXA Equitable June 2006 - August 2006
Skills
Series 7, Series 66
Education
Marist College 2004 — 2008
B.S, Finance
Glen Rock High School 2000 — 2004
Justin Hoffman's Morgan Stanley Wealth Management Experience June 2014 - Present
Job Director Lead Business Manager Client Service Centers at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2014 - Present
Morgan Stanley Wealth Management January 2014 - June 2014
Morgan Stanley Wealth Management March 2011 - January 2014
BNY Mellon June 2008 - November 2010
Education
Lynn University 2004 — 2008
Bachelor of Business Administration (BBA), Business Administration and Management, General
Morgan Stanley Wealth Management June 2014 - Present
Morgan Stanley Wealth Management January 2014 - June 2014
Morgan Stanley Wealth Management March 2011 - January 2014
BNY Mellon June 2008 - November 2010
Education
Lynn University 2004 — 2008
Bachelor of Business Administration (BBA), Business Administration and Management, General
Jack Beattie Jack Beattie's Morgan Stanley Wealth Management Experience June 2014 - September 2014
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
Morgan Stanley Wealth Management June 2014 - September 2014
Private Advisor Group May 2013 - August 2013
Skills
Wealth Management
Education
Miami University 2011 — 2014
Bachelor of Arts (B.A.), History
Chatham High School
Morgan Stanley September 2014 - Present
Morgan Stanley Wealth Management June 2014 - September 2014
Private Advisor Group May 2013 - August 2013
Skills
Wealth Management
Education
Miami University 2011 — 2014
Bachelor of Arts (B.A.), History
Chatham High School
Sara (Fulp-Allen) Bahoura Sara (Fulp-Allen) Bahoura's Morgan Stanley Wealth Management Experience October 2011 - November 2012
Job Director of Revenue Cycle Management at G6 Genomics
Industry Hospital & Health Care
Experience
g6 GENOMICS+ June 2014 - Present
Morgan Stanley Wealth Management October 2011 - November 2012
USA Wrestling June 2004 - January 2012
Fisher Investments January 2007 - May 2007
Skills
Budgets, Training, Event Planning, Management, Childcare, Athletics, Customer Service, Public Speaking, Microsoft Office, Social Networking
Education
University of Colorado Colorado Springs 2008 — 2012
Master's Degree, MBA, Business Administration and Management
Menlo College 2003 — 2007
BS Management, International Management
g6 GENOMICS+ June 2014 - Present
Morgan Stanley Wealth Management October 2011 - November 2012
USA Wrestling June 2004 - January 2012
Fisher Investments January 2007 - May 2007
Skills
Budgets, Training, Event Planning, Management, Childcare, Athletics, Customer Service, Public Speaking, Microsoft Office, Social Networking
Education
University of Colorado Colorado Springs 2008 — 2012
Master's Degree, MBA, Business Administration and Management
Menlo College 2003 — 2007
BS Management, International Management
Grace Fisher's Morgan Stanley Wealth Management Experience February 2013 - May 2013
Job Application Reader at Reed College
Industry Higher Education
Experience
John L. Scott Real Estate March 2015 - July 2015
Reed College January 2015 - March 2015
The Solution Associates October 2013 - September 2014
White Oak Merchant Partners, LLC May 2013 - August 2013
Morgan Stanley Wealth Management February 2013 - May 2013
Center for Advanced Defense Studies June 2012 - April 2013
Skills
Project Management, Business Analysis, Kanban, Software Testing, Research, Russian, Social Media, Public Speaking, Microsoft Office, Volunteer Management, Community Outreach, Qualitative Research, Policy Analysis
Education
University of Chicago 2008 — 2012
Bachelor of Arts (B.A.), Political Science, Slavic Languages and Literatures
Middlebury College 2011 — 2011
N/A, Russian Language and Literature
Portland Community College 2013 — 2013
N/A, Accounting
John L. Scott Real Estate March 2015 - July 2015
Reed College January 2015 - March 2015
The Solution Associates October 2013 - September 2014
White Oak Merchant Partners, LLC May 2013 - August 2013
Morgan Stanley Wealth Management February 2013 - May 2013
Center for Advanced Defense Studies June 2012 - April 2013
Skills
Project Management, Business Analysis, Kanban, Software Testing, Research, Russian, Social Media, Public Speaking, Microsoft Office, Volunteer Management, Community Outreach, Qualitative Research, Policy Analysis
Education
University of Chicago 2008 — 2012
Bachelor of Arts (B.A.), Political Science, Slavic Languages and Literatures
Middlebury College 2011 — 2011
N/A, Russian Language and Literature
Portland Community College 2013 — 2013
N/A, Accounting
Nicole Gilmore Nicole Gilmore's Morgan Stanley Wealth Management Experience February 2012 - October 2012
Job Financial Professional
Industry Banking
Experience
Bank of America Merchant Services September 2014 - May 2015
Morgan Stanley Wealth Management February 2012 - October 2012
Bank of America Merrill Lynch March 2011 - August 2011
EverBank (Formerly Bank of Florida) April 2009 - September 2010
Wells Fargo April 2008 - April 2009
Bank of America November 2002 - March 2008
Bank of America October 2001 - November 2002
Bank of America February 1999 - September 2001
Skills
Wealth Management, Series 63, Portfolio Management, Credit Analysis, Credit, Risk Management, Small Business Lending, Uniform Combined State..., Banking, Investments, Finance, Loans, Commercial Banking, Private Banking, Financial Planning, Mortgage Lending, Series 7, Treasury Management, Retail Banking, Business Development, Sales, Investment Management, Cash Management, Underwriting, Consumer Lending, Financial Services
Education
McGill University 1995 — 2000
Bachelor of Arts, Polical Science
Bank of America Merchant Services September 2014 - May 2015
Morgan Stanley Wealth Management February 2012 - October 2012
Bank of America Merrill Lynch March 2011 - August 2011
EverBank (Formerly Bank of Florida) April 2009 - September 2010
Wells Fargo April 2008 - April 2009
Bank of America November 2002 - March 2008
Bank of America October 2001 - November 2002
Bank of America February 1999 - September 2001
Skills
Wealth Management, Series 63, Portfolio Management, Credit Analysis, Credit, Risk Management, Small Business Lending, Uniform Combined State..., Banking, Investments, Finance, Loans, Commercial Banking, Private Banking, Financial Planning, Mortgage Lending, Series 7, Treasury Management, Retail Banking, Business Development, Sales, Investment Management, Cash Management, Underwriting, Consumer Lending, Financial Services
Education
McGill University 1995 — 2000
Bachelor of Arts, Polical Science
Amanda Caruso's Morgan Stanley Wealth Management Experience June 2012 - November 2013
Job Project Coordinator at MedForce
Industry Pharmaceuticals
Experience
MedForce August 2015 - Present
MedForce April 2015 - August 2015
ENA Marketing Communications January 2014 - August 2014
eNJoy. A Taste of New Jersey January 2014 - May 2014
Morgan Stanley Wealth Management June 2012 - November 2013
La Pastaria June 2008 - August 2013
Education
Monmouth University 2010 — 2014
Bachelor of Science (BS) in Business/Marketing Concentration
MedForce August 2015 - Present
MedForce April 2015 - August 2015
ENA Marketing Communications January 2014 - August 2014
eNJoy. A Taste of New Jersey January 2014 - May 2014
Morgan Stanley Wealth Management June 2012 - November 2013
La Pastaria June 2008 - August 2013
Education
Monmouth University 2010 — 2014
Bachelor of Science (BS) in Business/Marketing Concentration
Alexandra Barber's Morgan Stanley Wealth Management Experience May 2013 - May 2013
Job Assistant Account Executive at Doner
Industry Marketing and Advertising
Experience
Doner August 2014 - Present
Marian High School March 2015 - June 2015
All-American Lacrosse November 2014 - March 2015
Commonwealth//McCann June 2014 - August 2014
Okemos Lacrosse Club March 2014 - June 2014
LTE Media Group August 2012 - April 2014
Chrysler Group LLC May 2013 - August 2013
Morgan Stanley Wealth Management May 2013 - May 2013
CBS Radio August 2012 - March 2013
Alpha Chi Omega Fraternity, Inc. January 2012 - December 2012
Skills
Facebook, Advertising, Microsoft Excel, Sales, Microsoft Office, Microsoft Word, Marketing, Management, Social Media Marketing, SEO, Sales Operations, Copy Typing, Account Management, Integrated Marketing, Typing, Coaching, Twitter, Advertising Sales, Social Networking, Social Media
Education
Michigan State University 2010 — 2014
Bachelor of Arts (B.A.), Advertising, Senior
Marian High School 2006 — 2010
Doner August 2014 - Present
Marian High School March 2015 - June 2015
All-American Lacrosse November 2014 - March 2015
Commonwealth//McCann June 2014 - August 2014
Okemos Lacrosse Club March 2014 - June 2014
LTE Media Group August 2012 - April 2014
Chrysler Group LLC May 2013 - August 2013
Morgan Stanley Wealth Management May 2013 - May 2013
CBS Radio August 2012 - March 2013
Alpha Chi Omega Fraternity, Inc. January 2012 - December 2012
Skills
Facebook, Advertising, Microsoft Excel, Sales, Microsoft Office, Microsoft Word, Marketing, Management, Social Media Marketing, SEO, Sales Operations, Copy Typing, Account Management, Integrated Marketing, Typing, Coaching, Twitter, Advertising Sales, Social Networking, Social Media
Education
Michigan State University 2010 — 2014
Bachelor of Arts (B.A.), Advertising, Senior
Marian High School 2006 — 2010
Chris Kittell Chris Kittell's Morgan Stanley Wealth Management Experience 2004 - 2006
Job Vice President, Investments at Raymond James
Industry Investment Management
Experience
Financial Legacy Partners, Wealth Advisors of Raymond James September 2006 - Present
Morgan Stanley Wealth Management 2004 - 2006
Clifton Gunderson LLP 1995 - 2004
Education
Monmouth College
Bachelor of Arts (B.A.), Accounting
Financial Legacy Partners, Wealth Advisors of Raymond James September 2006 - Present
Morgan Stanley Wealth Management 2004 - 2006
Clifton Gunderson LLP 1995 - 2004
Education
Monmouth College
Bachelor of Arts (B.A.), Accounting
Alfred Eaton, CFP, CIMA Alfred Eaton, CFP, CIMA's Morgan Stanley Wealth Management Experience January 1981 - May 2014
Job After 33 years I retired from Morgan Stanley
Industry Financial Services
Experience
Retired Consultant May 2014 - Present
Morgan Stanley Wealth Management January 1981 - May 2014
Kern County Department of Airports July 1976 - December 1980
United States Air Force June 1970 - September 1974
Skills
Wealth Management, Asset Allocation, Series 7, Retirement Planning, Asset Management, Investments, Portfolio Management, Equities, Investment Advisory, Mutual Funds, Fixed Income, Investment Management, Investment Strategies
Education
The University of Tennessee 1974 — 1977
M.S., Aviation Systems
Mississippi State University 1965 — 1970
B.S., Aerospace Engineering
Retired Consultant May 2014 - Present
Morgan Stanley Wealth Management January 1981 - May 2014
Kern County Department of Airports July 1976 - December 1980
United States Air Force June 1970 - September 1974
Skills
Wealth Management, Asset Allocation, Series 7, Retirement Planning, Asset Management, Investments, Portfolio Management, Equities, Investment Advisory, Mutual Funds, Fixed Income, Investment Management, Investment Strategies
Education
The University of Tennessee 1974 — 1977
M.S., Aviation Systems
Mississippi State University 1965 — 1970
B.S., Aerospace Engineering
Wendy Hyde Rindfliesch Wendy Hyde Rindfliesch's Morgan Stanley Wealth Management Experience June 2010 - Present
Job Senior Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2010 - Present
Merrill Lynch August 1982 - June 2010
Skills
Series 7, Series 63, Wealth Management, Securities, Investments, Equities, FINRA, Investment Advisory, Fixed Income
Education
Madison Area Technical College
Morgan Stanley Wealth Management June 2010 - Present
Merrill Lynch August 1982 - June 2010
Skills
Series 7, Series 63, Wealth Management, Securities, Investments, Equities, FINRA, Investment Advisory, Fixed Income
Education
Madison Area Technical College
Kip Desormeaux's Morgan Stanley Wealth Management Experience June 2014 - Present
Job Financial Services Professional at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2014 - Present
Morgan Stanley June 2012 - Present
Liberty Mutual Group August 2011 - June 2012
Tone Brand Group January 2009 - July 2011
InFocus Photography February 2001 - December 2008
Skills
Hold Series 7..., Hold Series 66..., Hold CA Life & Health..., Hold CA Personal Lines..., Sales, Account Management, Salesforce.com, Strategic Planning, Fixed Annuities, Sales Process, Insurance, Marketing Strategy, Direct Sales, Business Development, New Business Development, Sales Management, Retirement Planning, Life Insurance, Customer Service, Series 7, Microsoft Office, Investments, Microsoft Excel, B2B, Securities License, Real Estate, Management, Team Building
Education
University of Louisiana at Lafayette 1999 — 2005
Business Management, Management, Marketing, Finance
Millsaps College 1998 — 1999
Morgan Stanley Wealth Management June 2014 - Present
Morgan Stanley June 2012 - Present
Liberty Mutual Group August 2011 - June 2012
Tone Brand Group January 2009 - July 2011
InFocus Photography February 2001 - December 2008
Skills
Hold Series 7..., Hold Series 66..., Hold CA Life & Health..., Hold CA Personal Lines..., Sales, Account Management, Salesforce.com, Strategic Planning, Fixed Annuities, Sales Process, Insurance, Marketing Strategy, Direct Sales, Business Development, New Business Development, Sales Management, Retirement Planning, Life Insurance, Customer Service, Series 7, Microsoft Office, Investments, Microsoft Excel, B2B, Securities License, Real Estate, Management, Team Building
Education
University of Louisiana at Lafayette 1999 — 2005
Business Management, Management, Marketing, Finance
Millsaps College 1998 — 1999
Ronald Thacker Ronald Thacker's Morgan Stanley Wealth Management Experience January 2001 - Present
Job Regional Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2001 - Present
Education
Midwestern State University 1981 — 1985
BA Finance, Finance
Morgan Stanley Wealth Management January 2001 - Present
Education
Midwestern State University 1981 — 1985
BA Finance, Finance
Brian C. Sullivan, MBA, CRCP Brian C. Sullivan, MBA, CRCP's Morgan Stanley Wealth Management Experience January 2015 - Present
Job AVP, Risk Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2015 - Present
Morgan Stanley Wealth Management August 2013 - December 2014
MetLife December 2011 - December 2012
Compliance Consulting May 2008 - November 2011
Hellman Electric Corp. January 2009 - June 2011
LaBranche & Co. 2005 - 2008
LaBranche and Co. LLC 2001 - 2005
LaBranche and Co. LLC 1999 - 2001
New York Stock Exchange - Member Firm Regulation 1998 - 1999
Union Bank of Switzerland - Internal Audit 1997 - 1998
Skills
Series 63, Securities, Series 24, AML, Risk Management, FINRA, Series 7, Equities, Equity Trading, Compliance, Investments, Hedge Funds, Options, Derivatives, Trading, Financial Services, Electronic Trading, Financial Risk, Capital Markets, Asset Management, Trading Systems, Financial Regulation, Mutual Funds, Financial Markets, Securities Regulation, OFAC, Investment Banking, Alternative Investments, Investment Advisory, Fixed Income, Retirement Planning, ETFs, Insurance, Wealth Management, Asset Allocation, Bloomberg, Financial Advisory, Uniform Combined State..., 401k, Investment Management, Commodity, Investment Strategies, Bonds, Portfolio Management, Private Equity, Stocks, Cash Management, Investor Relations, Operational Risk, Retirement
Education
Manhattan College 1994 — 1999
MBA, Strategic Management
Manhattan College 1989 — 1993
Bachelor of Science, Finance
University of Pennsylvania - The Wharton School 2004 — 2006
CRCP, Regulatory Compliance & Securites Law
Morgan Stanley Wealth Management January 2015 - Present
Morgan Stanley Wealth Management August 2013 - December 2014
MetLife December 2011 - December 2012
Compliance Consulting May 2008 - November 2011
Hellman Electric Corp. January 2009 - June 2011
LaBranche & Co. 2005 - 2008
LaBranche and Co. LLC 2001 - 2005
LaBranche and Co. LLC 1999 - 2001
New York Stock Exchange - Member Firm Regulation 1998 - 1999
Union Bank of Switzerland - Internal Audit 1997 - 1998
Skills
Series 63, Securities, Series 24, AML, Risk Management, FINRA, Series 7, Equities, Equity Trading, Compliance, Investments, Hedge Funds, Options, Derivatives, Trading, Financial Services, Electronic Trading, Financial Risk, Capital Markets, Asset Management, Trading Systems, Financial Regulation, Mutual Funds, Financial Markets, Securities Regulation, OFAC, Investment Banking, Alternative Investments, Investment Advisory, Fixed Income, Retirement Planning, ETFs, Insurance, Wealth Management, Asset Allocation, Bloomberg, Financial Advisory, Uniform Combined State..., 401k, Investment Management, Commodity, Investment Strategies, Bonds, Portfolio Management, Private Equity, Stocks, Cash Management, Investor Relations, Operational Risk, Retirement
Education
Manhattan College 1994 — 1999
MBA, Strategic Management
Manhattan College 1989 — 1993
Bachelor of Science, Finance
University of Pennsylvania - The Wharton School 2004 — 2006
CRCP, Regulatory Compliance & Securites Law
Peter Erl Peter Erl's Morgan Stanley Wealth Management Experience March 2010 - June 2012
Job Sr. Financial Advisor, Portfolio Management
Industry Financial Services
Experience
The Investment Center, Inc. June 2012 - Present
I.C. Advisory Services January 2012 - Present
Morgan Stanley Wealth Management March 2010 - June 2012
Principal Financial Group November 2007 - February 2010
American Electronic Products March 2006 - October 2007
Ruperl Enterprises January 1989 - February 2006
JPB Partners, Inc January 1987 - January 2000
General Dynamics Land Systems January 1983 - January 1987
Skills
Options, Series 7, Equities, ETFs, Trading, Volatility, Investments, Risk Management, Securities, Trading Systems, Portfolio Management, Electronic Trading, Financial Services, Financial Markets, Financial Risk, Investment Management, Alternative Investments, Financial Advisory, Finance, Derivatives, Hedge Funds, Asset Allocation, Fixed Income, Asset Management, Bloomberg, FINRA, Investment Strategies, Hedging, Capital Markets, Bonds, Trading Strategies, Mutual Funds, Investment Advisory
Education
Michigan State University
B.S, Engineering
The Investment Center, Inc. June 2012 - Present
I.C. Advisory Services January 2012 - Present
Morgan Stanley Wealth Management March 2010 - June 2012
Principal Financial Group November 2007 - February 2010
American Electronic Products March 2006 - October 2007
Ruperl Enterprises January 1989 - February 2006
JPB Partners, Inc January 1987 - January 2000
General Dynamics Land Systems January 1983 - January 1987
Skills
Options, Series 7, Equities, ETFs, Trading, Volatility, Investments, Risk Management, Securities, Trading Systems, Portfolio Management, Electronic Trading, Financial Services, Financial Markets, Financial Risk, Investment Management, Alternative Investments, Financial Advisory, Finance, Derivatives, Hedge Funds, Asset Allocation, Fixed Income, Asset Management, Bloomberg, FINRA, Investment Strategies, Hedging, Capital Markets, Bonds, Trading Strategies, Mutual Funds, Investment Advisory
Education
Michigan State University
B.S, Engineering
Alicia Frey's Morgan Stanley Wealth Management Experience March 2012 - Present
Job Senior Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2012 - Present
Merrill Lynch December 2006 - March 2012
Investment Professionals, Inc. November 2004 - December 2006
Skills
Marketing, Financial Analysis, Writing, Novels, Microsoft Excel, Microsoft Office, Customer Service, Strategic Planning, PowerPoint, Recruiting, Team Building, Social Media, Management, Project Management, Team Leadership, Research, Series 7, Financial Reporting, Editing, Proofreading, Blogger
Education
Mercer University - Stetson School of Business and Economics 2007 — 2012
BBA, Concentration in Marketing
Morgan Stanley Wealth Management March 2012 - Present
Merrill Lynch December 2006 - March 2012
Investment Professionals, Inc. November 2004 - December 2006
Skills
Marketing, Financial Analysis, Writing, Novels, Microsoft Excel, Microsoft Office, Customer Service, Strategic Planning, PowerPoint, Recruiting, Team Building, Social Media, Management, Project Management, Team Leadership, Research, Series 7, Financial Reporting, Editing, Proofreading, Blogger
Education
Mercer University - Stetson School of Business and Economics 2007 — 2012
BBA, Concentration in Marketing
Kristin Foret Kristin Foret's Morgan Stanley Wealth Management Experience March 2010 - February 2014
Job Grace Community Church
Industry Religious Institutions
Experience
Morgan Stanley Wealth Management March 2010 - February 2014
Morgan Stanley Smith Barney March 2010 - February 2014
US Commerce Department: Census Bureau April 2009 - October 2009
1820 Investment Services September 2006 - March 2008
Scheper Insurance October 2004 - November 2004
Charles Schwab September 1987 - October 2004
Charles Schwab September 1987 - October 2004
Charles Schwab & Co. Inc January 1987 - January 2004
Eastern Division January 2001 - January 2003
Southern Division January 1999 - January 2001
Skills
Series 63, Asset Managment, Sales, Series 7, FINRA, Investments, Retirement Planning, Securities, Wealth Management, Strategic Financial..., Insurance, Financial Services, Asset Allocation
Education
Mercer University 1982 — 1986
BA, communications, history, english
Morgan Stanley Wealth Management March 2010 - February 2014
Morgan Stanley Smith Barney March 2010 - February 2014
US Commerce Department: Census Bureau April 2009 - October 2009
1820 Investment Services September 2006 - March 2008
Scheper Insurance October 2004 - November 2004
Charles Schwab September 1987 - October 2004
Charles Schwab September 1987 - October 2004
Charles Schwab & Co. Inc January 1987 - January 2004
Eastern Division January 2001 - January 2003
Southern Division January 1999 - January 2001
Skills
Series 63, Asset Managment, Sales, Series 7, FINRA, Investments, Retirement Planning, Securities, Wealth Management, Strategic Financial..., Insurance, Financial Services, Asset Allocation
Education
Mercer University 1982 — 1986
BA, communications, history, english
Chelsey Healy Chelsey Healy's Morgan Stanley Wealth Management Experience May 2013 - December 2013
Job Supply Planner at GeorgiaPacific LLC
Industry Logistics and Supply Chain
Experience
Georgia-Pacific LLC January 2015 - Present
Georgia-Pacific LLC January 2014 - Present
Morgan Stanley Wealth Management May 2013 - December 2013
Jeanologie Boutique March 2012 - July 2012
Black River Farm and Ranch May 2008 - August 2011
Skills
PowerPoint, Microsoft Excel, Marketing, Microsoft Word, Microsoft Office, Leadership, Customer Service, Sales, Event Planning, Teamwork
Education
Michigan State University 2010 — 2014
Bachelor's Degree, Logistics, Materials, and Supply Chain Management, Senior
Bishop Foley Catholic High School 2006 — 2010
High School
Georgia-Pacific LLC January 2015 - Present
Georgia-Pacific LLC January 2014 - Present
Morgan Stanley Wealth Management May 2013 - December 2013
Jeanologie Boutique March 2012 - July 2012
Black River Farm and Ranch May 2008 - August 2011
Skills
PowerPoint, Microsoft Excel, Marketing, Microsoft Word, Microsoft Office, Leadership, Customer Service, Sales, Event Planning, Teamwork
Education
Michigan State University 2010 — 2014
Bachelor's Degree, Logistics, Materials, and Supply Chain Management, Senior
Bishop Foley Catholic High School 2006 — 2010
High School
Abe Damra Abe Damra's Morgan Stanley Wealth Management Experience January 2014 - Present
Job Associate Wealth Management Operations at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Wealth Management October 2012 - January 2014
IndexIQ January 2012 - May 2012
Morgan Stanley Smith Barney September 2011 - December 2011
Bank of Jordan November 2010 - December 2010
Peter A Goldman, CPA, Esq December 2009 - June 2010
Via One March 2008 - November 2008
Via One January 2008 - March 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Research, Bloomberg Terminal, Bloomberg, Financial Analysis, Finance, Customer Service, Public Speaking, Outlook, Equities, Access, Morningstar, Fixed Income, Management, Accounting, Banking, Social Networking, Social Media, Human Resources, Data Analysis, Analysis, Economics, Financial Modeling, Financial Services, Account Reconciliation
Education
Manhattanville College 2011 — 2012
Masters of Science, Finance
Manhattanville College 2004 — 2010
BA, Finance
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Wealth Management October 2012 - January 2014
IndexIQ January 2012 - May 2012
Morgan Stanley Smith Barney September 2011 - December 2011
Bank of Jordan November 2010 - December 2010
Peter A Goldman, CPA, Esq December 2009 - June 2010
Via One March 2008 - November 2008
Via One January 2008 - March 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Research, Bloomberg Terminal, Bloomberg, Financial Analysis, Finance, Customer Service, Public Speaking, Outlook, Equities, Access, Morningstar, Fixed Income, Management, Accounting, Banking, Social Networking, Social Media, Human Resources, Data Analysis, Analysis, Economics, Financial Modeling, Financial Services, Account Reconciliation
Education
Manhattanville College 2011 — 2012
Masters of Science, Finance
Manhattanville College 2004 — 2010
BA, Finance
Gabriella Barnes Gabriella Barnes's Morgan Stanley Wealth Management Experience June 2013 - August 2013
Job Tailored Lending Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Lincoln Financial Group January 2014 - April 2014
OTR Global August 2013 - December 2013
Morgan Stanley Wealth Management June 2013 - August 2013
Manhattanville College January 2013 - May 2013
The Metropolitan Museum of Art December 2012 - May 2013
Water Authority of Western Nassau County December 2012 - January 2013
Education
Manhattanville College 2011 — 2014
Bachelor of Arts (B.A.), Finance, 3.84/4.0
H. Frank Carey High School 2005 — 2011
High School Diploma, Regular/General High School
Morgan Stanley June 2014 - Present
Lincoln Financial Group January 2014 - April 2014
OTR Global August 2013 - December 2013
Morgan Stanley Wealth Management June 2013 - August 2013
Manhattanville College January 2013 - May 2013
The Metropolitan Museum of Art December 2012 - May 2013
Water Authority of Western Nassau County December 2012 - January 2013
Education
Manhattanville College 2011 — 2014
Bachelor of Arts (B.A.), Finance, 3.84/4.0
H. Frank Carey High School 2005 — 2011
High School Diploma, Regular/General High School
Stephen Bascom's Morgan Stanley Wealth Management Experience June 2014 - July 2014
Job Wealth Advisory Associate at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management July 2015 - Present
Morgan Stanley Wealth Management June 2014 - July 2014
The Walnut Group June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel
Education
University of Cincinnati 2013 — 2015
Marietta College 2011 — 2013
Indian Hill High School
Morgan Stanley Private Wealth Management July 2015 - Present
Morgan Stanley Wealth Management June 2014 - July 2014
The Walnut Group June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel
Education
University of Cincinnati 2013 — 2015
Marietta College 2011 — 2013
Indian Hill High School
Kirill Graminschi Kirill Graminschi's Morgan Stanley Wealth Management Experience September 2012 - September 2013
Job GA Business Partnerships Support
Industry Financial Services
Experience
Minnesota State University, Mankato August 2015 - Present
EY January 2014 - April 2015
Minnesota State University, Mankato January 2013 - December 2013
Minnesota State University, Mankato, Centennial Student Union August 2012 - December 2013
Morgan Stanley Wealth Management September 2012 - September 2013
Abdo Eick & Meyers, LLP January 2013 - February 2013
Minnesota State University, Mankato, MSSA August 2011 - August 2012
Community Action Partnership of Suburban Hennepin January 2011 - April 2011
Skills
Accounting, QuickBooks, Microsoft Excel, Auditing, Teamwork, Adobe Software, Leadership, Financial Accounting, Financial Statements, Payroll, Fundraising, Tax, Equity Research, Wealth Management, Equity Valuation, Options Strategies, Securities Litigation, Asset Allocation, Value Investing, Access, Financial Analysis, Financial Reporting
Education
Minnesota State University, Mankato 2008 — 2013
Bachelor of Science (B.S.), Accounting and Finance
Minnesota State University, Mankato August 2015 - Present
EY January 2014 - April 2015
Minnesota State University, Mankato January 2013 - December 2013
Minnesota State University, Mankato, Centennial Student Union August 2012 - December 2013
Morgan Stanley Wealth Management September 2012 - September 2013
Abdo Eick & Meyers, LLP January 2013 - February 2013
Minnesota State University, Mankato, MSSA August 2011 - August 2012
Community Action Partnership of Suburban Hennepin January 2011 - April 2011
Skills
Accounting, QuickBooks, Microsoft Excel, Auditing, Teamwork, Adobe Software, Leadership, Financial Accounting, Financial Statements, Payroll, Fundraising, Tax, Equity Research, Wealth Management, Equity Valuation, Options Strategies, Securities Litigation, Asset Allocation, Value Investing, Access, Financial Analysis, Financial Reporting
Education
Minnesota State University, Mankato 2008 — 2013
Bachelor of Science (B.S.), Accounting and Finance
Rachel Eck's Morgan Stanley Wealth Management Experience July 2012 - December 2012
Job Digital Media Development and Production at AwesomenessTV/DreamworksTV
Industry Entertainment
Experience
AwesomenessTV & DreamworksTV September 2013 - Present
Morgan Stanley Wealth Management July 2012 - December 2012
Virgilios/Sloppy Sams January 2011 - July 2011
Emily Thornberry MP September 2010 - December 2010
Merrill Lynch May 2009 - August 2009
City Sports March 2008 - August 2009
Cold Stone Creamery May 2006 - March 2008
Skills
YouTube, Digital Media, Film Production, Media Production, Social Networking, Independent Film, TV Production, Department Coordination, New Business Development, Post Production, Social Media, Communication Skills, Microsoft Excel, PowerPoint, Microsoft Office, Highly detail oriented, Research, Comparative Politics, Project Planning, Series 7, Customer Service, Final Cut Pro, Photoshop, Italian, Microsoft Publisher, Guitarist, Singer-songwriter, Strategic Financial..., Investment Advisory, Investment Strategies, Alternative Investments, Strategic Planning, Investment Management, Equities, Governance, Lead Generation, Economics, Startup Development, Scriptwriting, Reality TV
Education
Miami University 2008 — 2012
Bachelor of Arts (B.A.), Political Science and Government
John Cabot University 2011 — 2011
Study Abroad, Political Science, Global Governance, European Studies, Italian
University of Westminster 2010 — 2011
Study Abroad, Comparative Politics, Political Science, Governance
Lower Merion High School
AwesomenessTV & DreamworksTV September 2013 - Present
Morgan Stanley Wealth Management July 2012 - December 2012
Virgilios/Sloppy Sams January 2011 - July 2011
Emily Thornberry MP September 2010 - December 2010
Merrill Lynch May 2009 - August 2009
City Sports March 2008 - August 2009
Cold Stone Creamery May 2006 - March 2008
Skills
YouTube, Digital Media, Film Production, Media Production, Social Networking, Independent Film, TV Production, Department Coordination, New Business Development, Post Production, Social Media, Communication Skills, Microsoft Excel, PowerPoint, Microsoft Office, Highly detail oriented, Research, Comparative Politics, Project Planning, Series 7, Customer Service, Final Cut Pro, Photoshop, Italian, Microsoft Publisher, Guitarist, Singer-songwriter, Strategic Financial..., Investment Advisory, Investment Strategies, Alternative Investments, Strategic Planning, Investment Management, Equities, Governance, Lead Generation, Economics, Startup Development, Scriptwriting, Reality TV
Education
Miami University 2008 — 2012
Bachelor of Arts (B.A.), Political Science and Government
John Cabot University 2011 — 2011
Study Abroad, Political Science, Global Governance, European Studies, Italian
University of Westminster 2010 — 2011
Study Abroad, Comparative Politics, Political Science, Governance
Lower Merion High School
Svitlana Khorosh's Morgan Stanley Wealth Management Experience March 2013 - March 2014
Job KYC Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase March 2014 - Present
Morgan Stanley Wealth Management March 2013 - March 2014
Bloomberg L.P. September 2011 - February 2013
Bank of America August 2011 - August 2011
Joyce Leslie 2002 - 2005
Skills
Bloomberg, Bloomberg Terminal, Microsoft Office, Financial Analysis, Risk Management, Credit, Retail Sales, Equity Valuation, Investments, Leadership, Financial Modeling, Microsoft Excel, Finance, AML, Actimize, Financial Risk, Background Checks, World Check, Westlaw, Enhanced Due Diligence, Fixed Income, Loans, Compliance, Legal, KYC, Private Equity, Operational Risk
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2010
Bachelor of Science (B.S.), Finance
Middlesex County College
Associate of Science (A.S.), Business Administration
JPMorgan Chase March 2014 - Present
Morgan Stanley Wealth Management March 2013 - March 2014
Bloomberg L.P. September 2011 - February 2013
Bank of America August 2011 - August 2011
Joyce Leslie 2002 - 2005
Skills
Bloomberg, Bloomberg Terminal, Microsoft Office, Financial Analysis, Risk Management, Credit, Retail Sales, Equity Valuation, Investments, Leadership, Financial Modeling, Microsoft Excel, Finance, AML, Actimize, Financial Risk, Background Checks, World Check, Westlaw, Enhanced Due Diligence, Fixed Income, Loans, Compliance, Legal, KYC, Private Equity, Operational Risk
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2010
Bachelor of Science (B.S.), Finance
Middlesex County College
Associate of Science (A.S.), Business Administration
Elena Kakogiannis's Morgan Stanley Wealth Management Experience June 2009 - July 2015
Job Assistant Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2015 - Present
Morgan Stanley Wealth Management June 2009 - July 2015
Citi November 2006 - June 2009
Morgan Stanley June 2004 - November 2006
Skills
Series 7, Series 63, Retirement Planning, Mutual Funds, Asset Allocation, Wealth Management, Securities, Investments, Equities, Strategic Financial..., Financial Services, Bloomberg, Alternative Investments, IRAs
Education
William Paterson University of New Jersey 2001 — 2004
BA, Communications
Marist College 2000 — 2001
Communications
Wells Fargo Advisors July 2015 - Present
Morgan Stanley Wealth Management June 2009 - July 2015
Citi November 2006 - June 2009
Morgan Stanley June 2004 - November 2006
Skills
Series 7, Series 63, Retirement Planning, Mutual Funds, Asset Allocation, Wealth Management, Securities, Investments, Equities, Strategic Financial..., Financial Services, Bloomberg, Alternative Investments, IRAs
Education
William Paterson University of New Jersey 2001 — 2004
BA, Communications
Marist College 2000 — 2001
Communications
Allyson Boyd Allyson Boyd's Morgan Stanley Wealth Management Experience June 2014 - August 2014
Job Associate Research Analyst at KBW
Industry Research
Experience
KBW March 2015 - Present
Middlebury College Math Department September 2013 - December 2014
Morgan Stanley Wealth Management June 2014 - August 2014
Taylor Woods Capital December 2013 - January 2014
Brunswick School June 2013 - September 2013
Skills
R, Statistics, Tutoring, Research, Teaching, Data Analysis, Spanish, Qualitative Research, Economics
Education
Middlebury College 2011 — 2015
Bachelor of Arts (B.A.), Mathematics
Greenwich Academy 2000 — 2010
High School Diploma
KBW March 2015 - Present
Middlebury College Math Department September 2013 - December 2014
Morgan Stanley Wealth Management June 2014 - August 2014
Taylor Woods Capital December 2013 - January 2014
Brunswick School June 2013 - September 2013
Skills
R, Statistics, Tutoring, Research, Teaching, Data Analysis, Spanish, Qualitative Research, Economics
Education
Middlebury College 2011 — 2015
Bachelor of Arts (B.A.), Mathematics
Greenwich Academy 2000 — 2010
High School Diploma
Alessandra Padula's Morgan Stanley Wealth Management Experience April 2012 - June 2014
Job Law Clerk at Littleton Joyce Ughetta Park & Kelly LLP
Industry Law Practice
Experience
Littleton Joyce Ughetta Park & Kelly LLP June 2014 - Present
Morgan Stanley Wealth Management April 2012 - June 2014
Morgan Stanley Smith Barney April 2010 - June 2014
Law Office of Nicholas P. Barone October 2005 - April 2010
Skills
Recruiting, Talent Management, Employee Relations, Human Resources, Performance Management, CRM, Hiring, Management, New Hire Orientations, Onboarding, Personnel Management
Education
New York Law School 2012 — 2016
Manhattanville College 2006 — 2010
BA, Finance
Littleton Joyce Ughetta Park & Kelly LLP June 2014 - Present
Morgan Stanley Wealth Management April 2012 - June 2014
Morgan Stanley Smith Barney April 2010 - June 2014
Law Office of Nicholas P. Barone October 2005 - April 2010
Skills
Recruiting, Talent Management, Employee Relations, Human Resources, Performance Management, CRM, Hiring, Management, New Hire Orientations, Onboarding, Personnel Management
Education
New York Law School 2012 — 2016
Manhattanville College 2006 — 2010
BA, Finance
Lauren Ziadie, MS Lauren Ziadie, MS's Morgan Stanley Wealth Management Experience January 2013 - Present
Job AVP, Diversity & Inclusion at Morgan Stanley Wealth Management
Industry Human Resources
Experience
Morgan Stanley Wealth Management January 2013 - Present
Morgan Stanley Wealth Management March 2011 - Present
Morgan Stanley September 2010 - March 2011
Accountants International April 2008 - July 2010
Accountants Intl. July 2007 - April 2008
The Children's Village 2006 - 2007
Skills
Recruiting, Applicant Tracking..., Employee Relations, Onboarding, Talent Acquisition, Campus Recruiting, Program Management, Organizational..., Team Leadership, Training, Human Resources, Outlook, College Recruiting, Talent Management, Sales, Employee Benefits, Performance Management, HRIS, PeopleSoft, Microsoft Excel
Education
Manhattanville College 2008 — 2011
MS, Human Resources
Manhattanville College 2002 — 2006
BA, Psychology
The Hotchkiss School 1998 — 2002
Highschool
Morgan Stanley Wealth Management January 2013 - Present
Morgan Stanley Wealth Management March 2011 - Present
Morgan Stanley September 2010 - March 2011
Accountants International April 2008 - July 2010
Accountants Intl. July 2007 - April 2008
The Children's Village 2006 - 2007
Skills
Recruiting, Applicant Tracking..., Employee Relations, Onboarding, Talent Acquisition, Campus Recruiting, Program Management, Organizational..., Team Leadership, Training, Human Resources, Outlook, College Recruiting, Talent Management, Sales, Employee Benefits, Performance Management, HRIS, PeopleSoft, Microsoft Excel
Education
Manhattanville College 2008 — 2011
MS, Human Resources
Manhattanville College 2002 — 2006
BA, Psychology
The Hotchkiss School 1998 — 2002
Highschool
Adam Ciffone Adam Ciffone's Morgan Stanley Wealth Management Experience September 2014 - Present
Job Director Regulatory Examinations Group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2014 - Present
Morgan Stanley Wealth Management January 2012 - September 2014
Skills
Compliance, Corporate Governance, Securities Regulation, Alternative Investments, Capital Markets
Education
Marist College
Pace University School of Law
Morgan Stanley Wealth Management September 2014 - Present
Morgan Stanley Wealth Management January 2012 - September 2014
Skills
Compliance, Corporate Governance, Securities Regulation, Alternative Investments, Capital Markets
Education
Marist College
Pace University School of Law
Eric Stokes Eric Stokes's Morgan Stanley Wealth Management Experience April 2013 - June 2014
Job Director of Financial Planning & Analysis at Tri Star Energy, LLC
Industry Oil & Energy
Experience
Tri Star Energy LLC June 2014 - Present
Morgan Stanley Wealth Management April 2013 - June 2014
Morgan Stanley Wealth Management April 2007 - March 2013
UBS Wealth Management May 2005 - April 2007
Skills
Strategic Financial..., Investment Strategies, Financial Analysis, Financial Modeling, Valuation, Risk Management, Certified Financial..., Strategic Planning, Financial Reporting, Forecasting, Budgets, Strategy, Finance, Sales, Leadership, Financial Planning, Management
Education
Vanderbilt University - Owen Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
The American College 2010 — 2011
CERTIFIED FINANCIAL PLANNER, Wealth Management Planning
Middle Tennessee State University 2000 — 2005
Economics, Business Administration and Management, General
Tri Star Energy LLC June 2014 - Present
Morgan Stanley Wealth Management April 2013 - June 2014
Morgan Stanley Wealth Management April 2007 - March 2013
UBS Wealth Management May 2005 - April 2007
Skills
Strategic Financial..., Investment Strategies, Financial Analysis, Financial Modeling, Valuation, Risk Management, Certified Financial..., Strategic Planning, Financial Reporting, Forecasting, Budgets, Strategy, Finance, Sales, Leadership, Financial Planning, Management
Education
Vanderbilt University - Owen Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
The American College 2010 — 2011
CERTIFIED FINANCIAL PLANNER, Wealth Management Planning
Middle Tennessee State University 2000 — 2005
Economics, Business Administration and Management, General
Daniel J. Capson Daniel J. Capson's Morgan Stanley Wealth Management Experience July 2011 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2011 - Present
AXA Equitable August 1990 - June 2011
AXA Equitable August 1990 - June 2011
Skills
Financial Services, Corporate Communications, Project Management, Vendor Management, Series 7, Relationship Management, Digital Marketing, Email Marketing, Sales, Business Intelligence, Leadership, Project Portfolio..., Securities, Marketing, Management, Business Process..., Strategy, Disaster Recovery, SDLC, Series 63, Finance, CRM, Product Management, Mutual Funds, Analytics
Education
Marist College 1998 — 2002
MBA, Businees
State University of New York College at Plattsburgh 1982 — 1986
Bachelors, Computer Science
Washingtonville High School 1978 — 1981
Diploma, General
Morgan Stanley Wealth Management July 2011 - Present
AXA Equitable August 1990 - June 2011
AXA Equitable August 1990 - June 2011
Skills
Financial Services, Corporate Communications, Project Management, Vendor Management, Series 7, Relationship Management, Digital Marketing, Email Marketing, Sales, Business Intelligence, Leadership, Project Portfolio..., Securities, Marketing, Management, Business Process..., Strategy, Disaster Recovery, SDLC, Series 63, Finance, CRM, Product Management, Mutual Funds, Analytics
Education
Marist College 1998 — 2002
MBA, Businees
State University of New York College at Plattsburgh 1982 — 1986
Bachelors, Computer Science
Washingtonville High School 1978 — 1981
Diploma, General
William Slattery William Slattery's Morgan Stanley Wealth Management Experience September 2011 - January 2013
Job Business Systems Analyst at VERISIGN
Industry Information Technology and Services
Experience
VERISIGN January 2013 - Present
Morgan Stanley Wealth Management September 2011 - January 2013
VERISIGN July 2006 - August 2011
Skills
SDLC, Business Analysis, Requirements Gathering, Requirements Analysis, Visio, Business Requirements, SQL, Systems Analysis, Agile Methodologies, SharePoint, Business Intelligence, User Acceptance Testing, Software Project..., Vendor Management, Data Modeling, Integration, ETL, Oracle
Education
Middle Tennessee State University
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
VERISIGN January 2013 - Present
Morgan Stanley Wealth Management September 2011 - January 2013
VERISIGN July 2006 - August 2011
Skills
SDLC, Business Analysis, Requirements Gathering, Requirements Analysis, Visio, Business Requirements, SQL, Systems Analysis, Agile Methodologies, SharePoint, Business Intelligence, User Acceptance Testing, Software Project..., Vendor Management, Data Modeling, Integration, ETL, Oracle
Education
Middle Tennessee State University
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Anthony Marano Anthony Marano's Morgan Stanley Wealth Management Experience September 2011 - Present
Job Financial Services
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2011 - Present
I.A. Englander May 2009 - June 2010
UBS Securities June 2004 - May 2008
Skills
Customer Service, Equities, Investments, Portfolio Management, Trading, Financial Services, Asset Management, Series 7, Mutual Funds, Capital Markets, Finance, Series 9, Series 10, Securities, Trading Systems, Bloomberg, Series 63, Electronic Trading
Education
Manhattan College 1997 — 2001
BS, Finance/Management
Morgan Stanley Wealth Management September 2011 - Present
I.A. Englander May 2009 - June 2010
UBS Securities June 2004 - May 2008
Skills
Customer Service, Equities, Investments, Portfolio Management, Trading, Financial Services, Asset Management, Series 7, Mutual Funds, Capital Markets, Finance, Series 9, Series 10, Securities, Trading Systems, Bloomberg, Series 63, Electronic Trading
Education
Manhattan College 1997 — 2001
BS, Finance/Management
Helen Vollmer Helen Vollmer's Morgan Stanley Wealth Management Experience August 2007 - November 2012
Job Senior Vice President at UBS
Industry Investment Management
Experience
UBS December 2012 - Present
Morgan Stanley Wealth Management August 2007 - November 2012
Credit Suisse November 2000 - August 2007
Donaldson, Lufkin & Jenrette October 1998 - November 2000
Furman Selz, LLC April 1996 - October 1998
Citibank June 1989 - April 1996
Wells Fargo Bank 1986 - 1989
Crocker Bank 1974 - 1986
Education
Mills College 1971 — 1974
Bachelor of Arts
UBS December 2012 - Present
Morgan Stanley Wealth Management August 2007 - November 2012
Credit Suisse November 2000 - August 2007
Donaldson, Lufkin & Jenrette October 1998 - November 2000
Furman Selz, LLC April 1996 - October 1998
Citibank June 1989 - April 1996
Wells Fargo Bank 1986 - 1989
Crocker Bank 1974 - 1986
Education
Mills College 1971 — 1974
Bachelor of Arts
Cathy Green Cathy Green's Morgan Stanley Wealth Management Experience March 2014 - Present
Job Technology Training Specialist at Morgan Stanley Wealth Management
Industry Information Technology and Services
Experience
Morgan Stanley Wealth Management March 2014 - Present
Landmark Education 2002 - Present
The Training Associates February 2011 - March 2014
Staten Island University Hospital May 2006 - October 2010
w-Technologies May 2000 - March 2001
NYC Department of Environmental Protection 1989 - 1999
Skills
Coaching, Microsoft Office, Financial Services, Government, Training Delivery, Hands-on Training, Team Building, Leadership Development, Change Management, Project Management, Process Improvement, Access, Software Documentation, Public Speaking, Team Leadership, Instructor-led Training, Staff Development, Customer Service, Instructional Design, Captivate, Executive Coaching, Leadership, Vendor Management, Management, Healthcare, Troubleshooting, Operations Management, Training, Organizational..., Program Management
Education
Massachusetts Institute of Technology 1979 — 1983
Bachelor of Science (BS), Chemical Engineering
Morgan Stanley Wealth Management March 2014 - Present
Landmark Education 2002 - Present
The Training Associates February 2011 - March 2014
Staten Island University Hospital May 2006 - October 2010
w-Technologies May 2000 - March 2001
NYC Department of Environmental Protection 1989 - 1999
Skills
Coaching, Microsoft Office, Financial Services, Government, Training Delivery, Hands-on Training, Team Building, Leadership Development, Change Management, Project Management, Process Improvement, Access, Software Documentation, Public Speaking, Team Leadership, Instructor-led Training, Staff Development, Customer Service, Instructional Design, Captivate, Executive Coaching, Leadership, Vendor Management, Management, Healthcare, Troubleshooting, Operations Management, Training, Organizational..., Program Management
Education
Massachusetts Institute of Technology 1979 — 1983
Bachelor of Science (BS), Chemical Engineering
Jordan Perschel Jordan Perschel's Morgan Stanley Wealth Management Experience April 2013 - Present
Job Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2013 - Present
Fidelity Investments June 2012 - April 2013
Miami University August 2010 - January 2012
Worcester Jewish Community Center September 2004 - August 2011
Schmates Realty May 2011 - July 2011
Tibco Spotfire May 2010 - August 2010
Jack Wills Aubin & Wills June 2009 - August 2009
Budget Rent a Car May 2009 - August 2009
The Sole Proprietor April 2008 - August 2008
Skills
PowerPoint, Series 7, Series 63, Bloomberg Terminal, Securities, Equities, Trading, Financial Analysis, Data Analysis, Sales, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, General Securities...
Education
Miami University 2008 — 2012
Bachelor of Science, Finance
Worcester Academy 2004 — 2008
Morgan Stanley Wealth Management April 2013 - Present
Fidelity Investments June 2012 - April 2013
Miami University August 2010 - January 2012
Worcester Jewish Community Center September 2004 - August 2011
Schmates Realty May 2011 - July 2011
Tibco Spotfire May 2010 - August 2010
Jack Wills Aubin & Wills June 2009 - August 2009
Budget Rent a Car May 2009 - August 2009
The Sole Proprietor April 2008 - August 2008
Skills
PowerPoint, Series 7, Series 63, Bloomberg Terminal, Securities, Equities, Trading, Financial Analysis, Data Analysis, Sales, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, General Securities...
Education
Miami University 2008 — 2012
Bachelor of Science, Finance
Worcester Academy 2004 — 2008
Gina Wingerter's Morgan Stanley Wealth Management Experience August 2011 - Present
Job Vice President, Human Resources at Morgan Stanley Wealth Management
Industry Human Resources
Experience
Morgan Stanley Wealth Management August 2011 - Present
Citi 1994 - 2008
Skills
Talent Management, Performance Management, Succession Planning, Human Resources, Deferred Compensation, Strategy, Organizational Design, Leadership, Coaching, Business Strategy, Executive Management, Financial Services, Restructuring, Employee Relations, Onboarding, Strategic Communications, Talent Acquisition, HRIS, Workforce Planning, Employee Engagement, Personnel Management, Organizational...
Education
Manhattanville College 1998 — 2001
MS, Organizational Management and HR Development
Salem State University 1986 — 1991
BS, Business Adminstration
Gloucester High School 1982 — 1986
Morgan Stanley Wealth Management August 2011 - Present
Citi 1994 - 2008
Skills
Talent Management, Performance Management, Succession Planning, Human Resources, Deferred Compensation, Strategy, Organizational Design, Leadership, Coaching, Business Strategy, Executive Management, Financial Services, Restructuring, Employee Relations, Onboarding, Strategic Communications, Talent Acquisition, HRIS, Workforce Planning, Employee Engagement, Personnel Management, Organizational...
Education
Manhattanville College 1998 — 2001
MS, Organizational Management and HR Development
Salem State University 1986 — 1991
BS, Business Adminstration
Gloucester High School 1982 — 1986
Amber Collier Amber Collier's Morgan Stanley Wealth Management Experience July 2014 - February 2015
Job Manager at Prince Fashion New York
Industry Financial Services
Experience
Prince Fashion New York September 2014 - Present
Morgan Stanley Wealth Management July 2014 - February 2015
Marist College June 2012 - September 2012
Aflac May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Time Management, Microsoft Word, Sales, Teamwork, Social Media, Planning & Organizing..., Group Meetings, Customer Service, Sight Reading, Typing, reading music, Communication Skills, Tailoring, Communication, Facebook, Fashion, Research, Social Networking
Education
Marist College 2010 — 2014
Bachelor of Science (B.S.), Finance, General, 3.06
Marist College 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Prince Fashion New York September 2014 - Present
Morgan Stanley Wealth Management July 2014 - February 2015
Marist College June 2012 - September 2012
Aflac May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Time Management, Microsoft Word, Sales, Teamwork, Social Media, Planning & Organizing..., Group Meetings, Customer Service, Sight Reading, Typing, reading music, Communication Skills, Tailoring, Communication, Facebook, Fashion, Research, Social Networking
Education
Marist College 2010 — 2014
Bachelor of Science (B.S.), Finance, General, 3.06
Marist College 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Giovanna Lamorte's Morgan Stanley Wealth Management Experience June 2010 - 2013
Job Merchandising Assistant at Macy's Inc.
Industry Marketing and Advertising
Experience
Ethan Allen Global, Inc. March 2015 - Present
Macy's.com November 2014 - March 2015
Macy's October 2014 - November 2014
Macy's August 2013 - October 2014
Morgan Stanley Wealth Management June 2010 - 2013
Skills
Italian languages, Microsoft Office, Social Media, Social Networking, Marketing, Marketing Communications, Social Media Marketing
Education
Manhattanville College 2008 — 2012
Bachelor of Science (BS), Marketing/Marketing Management, General
Richmond, The American International University in London 2011 — 2011
Ethan Allen Global, Inc. March 2015 - Present
Macy's.com November 2014 - March 2015
Macy's October 2014 - November 2014
Macy's August 2013 - October 2014
Morgan Stanley Wealth Management June 2010 - 2013
Skills
Italian languages, Microsoft Office, Social Media, Social Networking, Marketing, Marketing Communications, Social Media Marketing
Education
Manhattanville College 2008 — 2012
Bachelor of Science (BS), Marketing/Marketing Management, General
Richmond, The American International University in London 2011 — 2011
K. Peter Smith K. Peter Smith's Morgan Stanley Wealth Management Experience May 2014 - Present
Job Business Economics Major at Miami University
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2014 - Present
Great Lakes Clothing Company November 2013 - Present
Edina Youth Lacrosse 2008 - 2013
Youth Lacrosse of Minnesota (YLM) 2011 - 2012
Galaxy Drive In Diner 2011 - 2012
Outlaws Lacosse Camp 2009 - 2012
Skills
Financial Modeling, Leadership, Regression Analysis, Microsoft Excel, Regression Testing, Investment Management, Sales, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Social Media, Teamwork
Education
Miami University 2011 — 2015
Bachelor of Science (BS), Business/Managerial Economics
Edina High School
Morgan Stanley Wealth Management May 2014 - Present
Great Lakes Clothing Company November 2013 - Present
Edina Youth Lacrosse 2008 - 2013
Youth Lacrosse of Minnesota (YLM) 2011 - 2012
Galaxy Drive In Diner 2011 - 2012
Outlaws Lacosse Camp 2009 - 2012
Skills
Financial Modeling, Leadership, Regression Analysis, Microsoft Excel, Regression Testing, Investment Management, Sales, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Social Media, Teamwork
Education
Miami University 2011 — 2015
Bachelor of Science (BS), Business/Managerial Economics
Edina High School
Dan Peterson Dan Peterson's Morgan Stanley Wealth Management Experience May 2012 - December 2013
Job Vice President of Business Development at Valuation Research Corporation
Industry Financial Services
Experience
Valuation Research Corporation December 2013 - Present
Morgan Stanley Wealth Management May 2012 - December 2013
The Schroeder Group, S.C. Attorneys at Law October 2010 - April 2012
TPR Athlete Management, LLC April 2010 - October 2010
Reinhart Boerner Van Deuren s.c. September 2006 - January 2010
Milwaukee Bar Association 2004 - 2004
LJ Soldinger Associates June 2002 - August 2003
Skills
Contract Negotiation, Negotiation, Due Diligence, Corporate Law, Accounting, Finance, Business Planning, Strategic Financial..., Problem Solving, Non-profits, Estate Planning, Investments, Succession Planning, Valuation, Mergers & Acquisitions, Research, Compliance, Management, Corporate Governance, Litigation, Legal Writing, Nonprofits, Securities, Analysis, Business Development, Marketing, Sales, Networking, Financial Planning, Financial Analysis, Strategy, Strategic Planning
Education
December 2015 Level I Candidate in the CFA Program
Marquette University Law School 2003 — 2006
J.D., Law, Magna Cum Laude
University of Illinois at Urbana-Champaign - College of Business 2001 — 2002
MS, Accountancy
University of Illinois at Urbana-Champaign - College of Business 1998 — 2001
BS, Accountancy, with honors
Schaumburg High School 1994 — 1998
Valuation Research Corporation December 2013 - Present
Morgan Stanley Wealth Management May 2012 - December 2013
The Schroeder Group, S.C. Attorneys at Law October 2010 - April 2012
TPR Athlete Management, LLC April 2010 - October 2010
Reinhart Boerner Van Deuren s.c. September 2006 - January 2010
Milwaukee Bar Association 2004 - 2004
LJ Soldinger Associates June 2002 - August 2003
Skills
Contract Negotiation, Negotiation, Due Diligence, Corporate Law, Accounting, Finance, Business Planning, Strategic Financial..., Problem Solving, Non-profits, Estate Planning, Investments, Succession Planning, Valuation, Mergers & Acquisitions, Research, Compliance, Management, Corporate Governance, Litigation, Legal Writing, Nonprofits, Securities, Analysis, Business Development, Marketing, Sales, Networking, Financial Planning, Financial Analysis, Strategy, Strategic Planning
Education
December 2015 Level I Candidate in the CFA Program
Marquette University Law School 2003 — 2006
J.D., Law, Magna Cum Laude
University of Illinois at Urbana-Champaign - College of Business 2001 — 2002
MS, Accountancy
University of Illinois at Urbana-Champaign - College of Business 1998 — 2001
BS, Accountancy, with honors
Schaumburg High School 1994 — 1998
Richard D'Imperio Richard D'Imperio's Morgan Stanley Wealth Management Experience July 2015 - Present
Job Finance Analyst at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2015 - Present
Morgan Stanley Smith Barney July 2011 - July 2015
Clark Dodge Asset Management January 2011 - June 2011
First Midwest Securities, Inc September 2009 - August 2010
Skills
Microsoft Word, Financial Analysis, PowerPoint, Cold Calling, Microsoft Excel, Analysis, Management, Access, Finance, Investments, Leadership, Due Diligence, Financial Modeling, Human Resources, Equities
Education
Manhattanville College 2007 — 2011
BA, Business Management
Archbishop Stepinac High School 2003 — 2007
Morgan Stanley Wealth Management July 2015 - Present
Morgan Stanley Smith Barney July 2011 - July 2015
Clark Dodge Asset Management January 2011 - June 2011
First Midwest Securities, Inc September 2009 - August 2010
Skills
Microsoft Word, Financial Analysis, PowerPoint, Cold Calling, Microsoft Excel, Analysis, Management, Access, Finance, Investments, Leadership, Due Diligence, Financial Modeling, Human Resources, Equities
Education
Manhattanville College 2007 — 2011
BA, Business Management
Archbishop Stepinac High School 2003 — 2007
Bryan Lorenz Bryan Lorenz's Morgan Stanley Wealth Management Experience June 2012 - June 2013
Job Client Service Representative at Societe Generale
Industry Financial Services
Experience
Société Générale March 2014 - Present
Société Générale August 2013 - March 2014
Morgan Stanley Wealth Management June 2012 - June 2013
Octal Petrochemicals LLC FZC May 2011 - August 2011
Skills
Excel, PowerPoint, Word, Oracle, Access, Microsoft Office, Finance, Customer Service, Financial Analysis, Social Media, Sales, Microsoft Excel
Education
Miami University 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Société Générale March 2014 - Present
Société Générale August 2013 - March 2014
Morgan Stanley Wealth Management June 2012 - June 2013
Octal Petrochemicals LLC FZC May 2011 - August 2011
Skills
Excel, PowerPoint, Word, Oracle, Access, Microsoft Office, Finance, Customer Service, Financial Analysis, Social Media, Sales, Microsoft Excel
Education
Miami University 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Nick Petrovich's Morgan Stanley Wealth Management Experience May 2012 - July 2014
Job Vice President at Schafer Cullen
Industry Financial Services
Experience
Schafer Cullen August 2014 - Present
Morgan Stanley Wealth Management May 2012 - July 2014
Morgan Stanley Smith Barney May 2010 - May 2012
Morgan Stanley Smith Barney April 2006 - April 2010
Skills
Investments, Series 7, Mutual Funds, Series 63, Asset Allocation, Alternative Investments, Wealth Management, Portfolio Management, Retirement Planning, Asset Management, Uniform Combined State..., Investment Strategies, Retirement, Securities, Investment Advisory
Education
Michigan State University 2000 — 2005
BA, Economics
Waverly High School 1996 — 2000
Schafer Cullen August 2014 - Present
Morgan Stanley Wealth Management May 2012 - July 2014
Morgan Stanley Smith Barney May 2010 - May 2012
Morgan Stanley Smith Barney April 2006 - April 2010
Skills
Investments, Series 7, Mutual Funds, Series 63, Asset Allocation, Alternative Investments, Wealth Management, Portfolio Management, Retirement Planning, Asset Management, Uniform Combined State..., Investment Strategies, Retirement, Securities, Investment Advisory
Education
Michigan State University 2000 — 2005
BA, Economics
Waverly High School 1996 — 2000
Josh Thielen's Morgan Stanley Wealth Management Experience January 2014 - October 2014
Job Energy Advisor at Vivint Solar
Industry Renewables & Environment
Experience
Vivint Solar October 2014 - Present
Morgan Stanley Wealth Management January 2014 - October 2014
Northwestern Mutual May 2013 - December 2013
Newton Distributing Company May 2007 - January 2013
MoneyWise Solutions, LLC 2002 - 2008
Skills
Contract Negotiation, Account Management, Budgets, Retail, Sales Process, Direct Sales, Sales Presentations, Lead Generation, Business Planning, Business Development, CRM, Strategic Partnerships, Customer Retention, Solution Selling, Marketing, Management, Advertising, Insurance, B2B, Key Account Management, Negotiation, New Business Development, Sales, Selling, Trade Shows, Sales Management, Team Building, Strategic Planning
Education
Massachusetts College of Liberal Arts 1995 — 1999
BA, Finance / Economics
Vivint Solar October 2014 - Present
Morgan Stanley Wealth Management January 2014 - October 2014
Northwestern Mutual May 2013 - December 2013
Newton Distributing Company May 2007 - January 2013
MoneyWise Solutions, LLC 2002 - 2008
Skills
Contract Negotiation, Account Management, Budgets, Retail, Sales Process, Direct Sales, Sales Presentations, Lead Generation, Business Planning, Business Development, CRM, Strategic Partnerships, Customer Retention, Solution Selling, Marketing, Management, Advertising, Insurance, B2B, Key Account Management, Negotiation, New Business Development, Sales, Selling, Trade Shows, Sales Management, Team Building, Strategic Planning
Education
Massachusetts College of Liberal Arts 1995 — 1999
BA, Finance / Economics
James P. Byrne James P. Byrne's Morgan Stanley Wealth Management Experience October 2010 - May 2011
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors November 2011 - Present
Merrill Lynch May 2011 - November 2011
Morgan Stanley Wealth Management October 2010 - May 2011
Montclair Golf Club March 2008 - September 2010
Shinnecock Hills May 2007 - November 2007
Upper Montclair Country Club March 2004 - May 2007
Skills
Investment Strategies, Insurance, Retirement, Customer Service, Finance, Golf, Retirement Planning, Time Management, Strategic Financial..., Investments, Wealth Management, Mutual Funds, Asset Management, Financial Analysis, Life Insurance, Securities, Portfolio Management, 401k, Long Term Care Insurance, Disability Insurance, Risk Management, Corporate Benefits, Health Insurance, Individual Health..., Employee Benefits
Education
Methodist College 2000 — 2004
Business, Management, Marketing, and Related Support Services
Nutley High School 1996 — 2000
AXA Advisors November 2011 - Present
Merrill Lynch May 2011 - November 2011
Morgan Stanley Wealth Management October 2010 - May 2011
Montclair Golf Club March 2008 - September 2010
Shinnecock Hills May 2007 - November 2007
Upper Montclair Country Club March 2004 - May 2007
Skills
Investment Strategies, Insurance, Retirement, Customer Service, Finance, Golf, Retirement Planning, Time Management, Strategic Financial..., Investments, Wealth Management, Mutual Funds, Asset Management, Financial Analysis, Life Insurance, Securities, Portfolio Management, 401k, Long Term Care Insurance, Disability Insurance, Risk Management, Corporate Benefits, Health Insurance, Individual Health..., Employee Benefits
Education
Methodist College 2000 — 2004
Business, Management, Marketing, and Related Support Services
Nutley High School 1996 — 2000
Amy Downes Amy Downes's Morgan Stanley Wealth Management Experience May 2012 - October 2013
Job Sr. Staff Accountant at Unity Bank
Industry Banking
Experience
Unity Bank October 2013 - Present
Morgan Stanley Wealth Management May 2012 - October 2013
Unity Bank June 2010 - April 2012
Wilkin & Guttenplan, P.C. November 2009 - April 2010
Skills
Accounting, Auditing, Banking, Finance, Financial Analysis, Financial Reporting, Series 7, Management, Process Improvement, Customer Service, Internal Controls, Microsoft Office, Portfolio Management, Risk Management
Education
Monmouth University 2005 — 2009
Bachelor of Science (BS), Accounting
Unity Bank October 2013 - Present
Morgan Stanley Wealth Management May 2012 - October 2013
Unity Bank June 2010 - April 2012
Wilkin & Guttenplan, P.C. November 2009 - April 2010
Skills
Accounting, Auditing, Banking, Finance, Financial Analysis, Financial Reporting, Series 7, Management, Process Improvement, Customer Service, Internal Controls, Microsoft Office, Portfolio Management, Risk Management
Education
Monmouth University 2005 — 2009
Bachelor of Science (BS), Accounting
Lauren Grieco Lauren Grieco's Morgan Stanley Wealth Management Experience August 2013 - Present
Job Technology Business Analyst at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2013 - Present
Morgan Stanley Smith Barney June 2012 - August 2012
Brown Brothers Harriman June 2011 - December 2011
Education
Massachusetts Institute of Technology 2009 — 2013
Bachelor of Science (B.S.), Mathematics
Staten Island Technical High School 2005 — 2009
Morgan Stanley Wealth Management August 2013 - Present
Morgan Stanley Smith Barney June 2012 - August 2012
Brown Brothers Harriman June 2011 - December 2011
Education
Massachusetts Institute of Technology 2009 — 2013
Bachelor of Science (B.S.), Mathematics
Staten Island Technical High School 2005 — 2009
Tom DeCarlo Tom DeCarlo's Morgan Stanley Wealth Management Experience January 2010 - July 2015
Job
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2010 - July 2015
TABD Contact Center/ Operational Consulting January 2009 - December 2009
Unisource Worldwide January 2005 - December 2008
BISYS October 2001 - January 2005
Paytrust September 2000 - October 2001
Paytrust March 1999 - September 2000
Merrill Lynch October 1997 - March 1999
Merrill Lynch May 1997 - October 1997
Merrill Lynch February 1995 - April 1997
Skills
Leadership, Management, Call Center, Customer Satisfaction, Contact Centers, Vendor Management, Strategic Planning, Process Improvement, Risk Management, Operations Management, Team Building, Change Management, Financial Services, Executive Management, New Business Development, Customer Service, Program Management, Account Management, Project Management, Banking, Business Process..., Outsourcing, Team Leadership, Business Strategy, Relationship Management, Mergers, Salesforce.com, CRM, Business Development, Telephony, Performance Management, Disaster Recovery, Leadership Development, Call Centers, Business Analysis, Forecasting, Mergers & Acquisitions, Financial Analysis, Strategy, Start-ups, Cross-functional Team..., Training, Portfolio Management, Product Management, Analysis, Business Planning, Management Consulting, Analytics, IT Strategy, Strategic Partnerships
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Executive Education, Securities Industry Institute (SII)
Monmouth University 1990 — 1994
Morgan Stanley Wealth Management January 2010 - July 2015
TABD Contact Center/ Operational Consulting January 2009 - December 2009
Unisource Worldwide January 2005 - December 2008
BISYS October 2001 - January 2005
Paytrust September 2000 - October 2001
Paytrust March 1999 - September 2000
Merrill Lynch October 1997 - March 1999
Merrill Lynch May 1997 - October 1997
Merrill Lynch February 1995 - April 1997
Skills
Leadership, Management, Call Center, Customer Satisfaction, Contact Centers, Vendor Management, Strategic Planning, Process Improvement, Risk Management, Operations Management, Team Building, Change Management, Financial Services, Executive Management, New Business Development, Customer Service, Program Management, Account Management, Project Management, Banking, Business Process..., Outsourcing, Team Leadership, Business Strategy, Relationship Management, Mergers, Salesforce.com, CRM, Business Development, Telephony, Performance Management, Disaster Recovery, Leadership Development, Call Centers, Business Analysis, Forecasting, Mergers & Acquisitions, Financial Analysis, Strategy, Start-ups, Cross-functional Team..., Training, Portfolio Management, Product Management, Analysis, Business Planning, Management Consulting, Analytics, IT Strategy, Strategic Partnerships
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Executive Education, Securities Industry Institute (SII)
Monmouth University 1990 — 1994
Christian Catricala Christian Catricala's Morgan Stanley Wealth Management Experience September 2015 - Present
Job Incoming Rotational Analyst at Morgan Stanley Wealth Management
Industry Accounting
Experience
Morgan Stanley Wealth Management September 2015 - Present
Doherty Insurance Agency, Inc May 2014 - Present
Morgan Stanley Private Bank, N.A. June 2015 - August 2015
Merrimack College Athletic Center January 2013 - May 2015
Sears Holdings Corporation August 2011 - May 2014
Sears Holdings Corporation January 2013 - June 2013
Strega Waterfront July 2011 - September 2012
Bricco Ristorante May 2010 - July 2011
Skills
Sales, Tax Preparation, Tax Software, Social Media Marketing, Social Networking, Marketing Communications, Microsoft Office, PowerPoint, Microsoft Excel, Public Relations, Management, Customer Service, Marketing, Teamwork, Public Speaking
Education
Merrimack College 2012 — 2016
Bachelor's degree, Marketing, Accounting
The American University of Rome 2013 — 2013
Study Abroad for Fall Semester 2013
Morgan Stanley Wealth Management September 2015 - Present
Doherty Insurance Agency, Inc May 2014 - Present
Morgan Stanley Private Bank, N.A. June 2015 - August 2015
Merrimack College Athletic Center January 2013 - May 2015
Sears Holdings Corporation August 2011 - May 2014
Sears Holdings Corporation January 2013 - June 2013
Strega Waterfront July 2011 - September 2012
Bricco Ristorante May 2010 - July 2011
Skills
Sales, Tax Preparation, Tax Software, Social Media Marketing, Social Networking, Marketing Communications, Microsoft Office, PowerPoint, Microsoft Excel, Public Relations, Management, Customer Service, Marketing, Teamwork, Public Speaking
Education
Merrimack College 2012 — 2016
Bachelor's degree, Marketing, Accounting
The American University of Rome 2013 — 2013
Study Abroad for Fall Semester 2013
Alexander Pereos Alexander Pereos's Morgan Stanley Wealth Management Experience October 2012 - August 2013
Job SelfRelocated to Denver seeking new opportunities
Industry Financial Services
Experience
Merrill Lynch August 2013 - September 2015
Morgan Stanley Wealth Management October 2012 - August 2013
New Vision Staging and Design August 2011 - February 2012
Merrill Lynch Wealth Manangement August 2009 - December 2009
Skills
Proficient in Microsoft..., Adobe Photoshop, Mac OS X, PC, Social Media, Marketing Strategy, Microsoft Office, Sales, Social Networking, PowerPoint, Adobe Creative Suite, Customer Service, Public Speaking, Microsoft Word, Marketing, Strategic Planning, Social Media Marketing, Outlook, Marketing Communications, Research, Event Planning, Switchboard Operator, Financial Analysis, Marketing Management, Financial Audits, Apple, Data Entry, Portfolio Management, Finance, Teamwork, Cold Calling, Team Leadership, Banking, Leadership, Financial Services, Time Management
Education
Marymount University
Bachelors of Arts Degree, Liberal Studies; Business Administration and Marketing
High Point University 2006 — 2009
B.S, toward Business and Communications
Blue Ridge School 2004 — 2006
Merrill Lynch August 2013 - September 2015
Morgan Stanley Wealth Management October 2012 - August 2013
New Vision Staging and Design August 2011 - February 2012
Merrill Lynch Wealth Manangement August 2009 - December 2009
Skills
Proficient in Microsoft..., Adobe Photoshop, Mac OS X, PC, Social Media, Marketing Strategy, Microsoft Office, Sales, Social Networking, PowerPoint, Adobe Creative Suite, Customer Service, Public Speaking, Microsoft Word, Marketing, Strategic Planning, Social Media Marketing, Outlook, Marketing Communications, Research, Event Planning, Switchboard Operator, Financial Analysis, Marketing Management, Financial Audits, Apple, Data Entry, Portfolio Management, Finance, Teamwork, Cold Calling, Team Leadership, Banking, Leadership, Financial Services, Time Management
Education
Marymount University
Bachelors of Arts Degree, Liberal Studies; Business Administration and Marketing
High Point University 2006 — 2009
B.S, toward Business and Communications
Blue Ridge School 2004 — 2006
J.P. Garofalo J.P. Garofalo's Morgan Stanley Wealth Management Experience May 2012 - August 2012
Job Fundation Group, LLC.
Industry Financial Services
Experience
Fundation Group LLC September 2014 - Present
Morgan Stanley October 2013 - September 2014
Wells Fargo Advisors March 2013 - September 2013
Morgan Stanley Wealth Management May 2012 - August 2012
UBS Wealth Management June 2011 - August 2011
Skills
Financial Modeling, Series 7, Mutual Funds, Portfolio Management, Asset Management, Wealth Management, Financial Advisory, Salesforce.com, Series 63, Asset Allocation, Small Business Lending
Education
Middlebury College 2008 — 2013
Bachelors, English
Greens Farms Academy 2004 — 2008
Fundation Group LLC September 2014 - Present
Morgan Stanley October 2013 - September 2014
Wells Fargo Advisors March 2013 - September 2013
Morgan Stanley Wealth Management May 2012 - August 2012
UBS Wealth Management June 2011 - August 2011
Skills
Financial Modeling, Series 7, Mutual Funds, Portfolio Management, Asset Management, Wealth Management, Financial Advisory, Salesforce.com, Series 63, Asset Allocation, Small Business Lending
Education
Middlebury College 2008 — 2013
Bachelors, English
Greens Farms Academy 2004 — 2008
Chloe Karnick's Morgan Stanley Wealth Management Experience June 2013 - August 2013
Job Law Student (1L)
Industry Law Practice
Experience
M&T Bank October 2014 - May 2015
Everhart Museum January 2014 - April 2014
Morgan Stanley Wealth Management June 2013 - August 2013
McDonald's Corporation May 2013 - August 2013
Woodloch May 2012 - August 2012
Skills
Social Networking, Internships, Hospitality Management, Critical Thinking, Networking, Team Leadership, Editing, Microsoft Office, Teamwork, Public Speaking, Hospitality, Management, PowerPoint, Microsoft Word, Marketing, Facebook, Customer Service, Social Media, Leadership, Social Media Marketing
Education
University of Baltimore School of Law 2015 — 2018
Juris Doctorate candidate
Marywood University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Marketing; Hospitality Management, GPA: 3.86
Penn State University 2010 — 2011
M&T Bank October 2014 - May 2015
Everhart Museum January 2014 - April 2014
Morgan Stanley Wealth Management June 2013 - August 2013
McDonald's Corporation May 2013 - August 2013
Woodloch May 2012 - August 2012
Skills
Social Networking, Internships, Hospitality Management, Critical Thinking, Networking, Team Leadership, Editing, Microsoft Office, Teamwork, Public Speaking, Hospitality, Management, PowerPoint, Microsoft Word, Marketing, Facebook, Customer Service, Social Media, Leadership, Social Media Marketing
Education
University of Baltimore School of Law 2015 — 2018
Juris Doctorate candidate
Marywood University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Marketing; Hospitality Management, GPA: 3.86
Penn State University 2010 — 2011
Tracey Stofa Tracey Stofa's Morgan Stanley Wealth Management Experience June 2011 - Present
Job Complex Business Development Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2011 - Present
Morgan Stanley Smith Barney February 2008 - June 2011
Clear Channel Radio July 2005 - January 2008
CBS Radio January 1995 - March 2001
Henkel Corporation May 1991 - January 1995
PNC Bank June 1987 - May 1991
Skills
Marketing, Investments, Wealth Management, Marketing Strategy, Series 7, Sales
Education
Miami University 1983 — 1987
Morgan Stanley Wealth Management June 2011 - Present
Morgan Stanley Smith Barney February 2008 - June 2011
Clear Channel Radio July 2005 - January 2008
CBS Radio January 1995 - March 2001
Henkel Corporation May 1991 - January 1995
PNC Bank June 1987 - May 1991
Skills
Marketing, Investments, Wealth Management, Marketing Strategy, Series 7, Sales
Education
Miami University 1983 — 1987
Brooke Sheehan Brooke Sheehan's Morgan Stanley Wealth Management Experience August 2014 - Present
Job at
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2014 - Present
Morgan Stanley Wealth Management August 2013 - July 2014
IU Health Methodist Hospital June 2011 - May 2012
Cain Brothers Asset Management 2011 - 2011
Noah Grant's Grill House & Oyster Bar June 2009 - August 2009
Skills
R, Data Analysis, Microsoft Office, Fincad, Bloomberg, Java, SAS, 3D, Zephyr Style Advisor, Gorilla, Quantitative Analytics
Education
Miami University 2009 — 2013
Bachelor's Degree, Mathematics and Statistics
Brebeuf Jesuit Preparatory School 2005 — 2009
High School
Morgan Stanley Wealth Management August 2014 - Present
Morgan Stanley Wealth Management August 2013 - July 2014
IU Health Methodist Hospital June 2011 - May 2012
Cain Brothers Asset Management 2011 - 2011
Noah Grant's Grill House & Oyster Bar June 2009 - August 2009
Skills
R, Data Analysis, Microsoft Office, Fincad, Bloomberg, Java, SAS, 3D, Zephyr Style Advisor, Gorilla, Quantitative Analytics
Education
Miami University 2009 — 2013
Bachelor's Degree, Mathematics and Statistics
Brebeuf Jesuit Preparatory School 2005 — 2009
High School
Jennifer Pitzer Jennifer Pitzer's Morgan Stanley Wealth Management Experience December 2012 - Present
Job Operational Service Associate at Morgan Stanley Wealth Management
Industry Banking
Experience
Morgan Stanley Wealth Management December 2012 - Present
Comerica Bank April 2010 - December 2012
Dell June 2008 - September 2009
Target August 2001 - May 2008
Skills
Sales, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office, Team Leadership, Social Media, Outlook, Customer Experience, Account Management, Team Building
Education
Michigan State University 2003 — 2008
Bachelor of Arts, Communication Arts and Sciences
Michigan State University 2003 — 2008
Bachelor of Arts, Spanish
Morgan Stanley Wealth Management December 2012 - Present
Comerica Bank April 2010 - December 2012
Dell June 2008 - September 2009
Target August 2001 - May 2008
Skills
Sales, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office, Team Leadership, Social Media, Outlook, Customer Experience, Account Management, Team Building
Education
Michigan State University 2003 — 2008
Bachelor of Arts, Communication Arts and Sciences
Michigan State University 2003 — 2008
Bachelor of Arts, Spanish
Thomas M. Jeffrey Thomas M. Jeffrey's Morgan Stanley Wealth Management Experience June 2006 - September 2010
Job Senior Vice President, Investments at Troon Investment Advisors of Raymond James
Industry Investment Management
Experience
Raymond James July 2013 - Present
UBS September 2010 - June 2013
Morgan Stanley Wealth Management June 2006 - September 2010
Skills
Series 7, Wealth Management, Asset Allocation, Portfolio Management, Investments, Equities, Mutual Funds, Alternative Investments, Retirement Planning, Investment Advisory, Asset Management, Fixed Income, Series 63, Securities, Investment Strategies, Hedge Funds, Capital Markets, Strategic Financial..., Investment Banking, Retirement, Investment Management, Estate Planning, Financial Advisory, Financial Services, IRAs
Education
Michigan State University 1974 — 1978
Bachelor of Arts (B.A.), Political Science and Government
Raymond James July 2013 - Present
UBS September 2010 - June 2013
Morgan Stanley Wealth Management June 2006 - September 2010
Skills
Series 7, Wealth Management, Asset Allocation, Portfolio Management, Investments, Equities, Mutual Funds, Alternative Investments, Retirement Planning, Investment Advisory, Asset Management, Fixed Income, Series 63, Securities, Investment Strategies, Hedge Funds, Capital Markets, Strategic Financial..., Investment Banking, Retirement, Investment Management, Estate Planning, Financial Advisory, Financial Services, IRAs
Education
Michigan State University 1974 — 1978
Bachelor of Arts (B.A.), Political Science and Government
Alexa Davis Alexa Davis's Morgan Stanley Wealth Management Experience May 2014 - August 2014
Job Consultant at FactSet
Industry Financial Services
Experience
FactSet June 2015 - Present
Miami University March 2013 - May 2015
Miami University August 2011 - May 2015
Morgan Stanley Wealth Management May 2014 - August 2014
Colegio Nuestra Señora Del Loreto September 2013 - December 2013
Walden Floral Desgin Co. May 2013 - August 2013
Automotion May 2012 - August 2012
Wynright Corporation June 2011 - July 2011
Skills
Microsoft Excel, Microsoft Word, Access, Teamwork, Social Networking, Time Management
Education
Miami University 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Universidad de Sevilla 2013 — 2013
Wheaton Warrenville South 2007 — 2011
FactSet June 2015 - Present
Miami University March 2013 - May 2015
Miami University August 2011 - May 2015
Morgan Stanley Wealth Management May 2014 - August 2014
Colegio Nuestra Señora Del Loreto September 2013 - December 2013
Walden Floral Desgin Co. May 2013 - August 2013
Automotion May 2012 - August 2012
Wynright Corporation June 2011 - July 2011
Skills
Microsoft Excel, Microsoft Word, Access, Teamwork, Social Networking, Time Management
Education
Miami University 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Universidad de Sevilla 2013 — 2013
Wheaton Warrenville South 2007 — 2011
Jaclyn Szilagyi Jaclyn Szilagyi's Morgan Stanley Wealth Management Experience January 2012 - January 2015
Job Client Service Associate The Detroit Group
Industry Financial Services
Experience
Morgan Stanley February 2015 - Present
Morgan Stanley Wealth Management January 2012 - January 2015
LYNX GC July 2013 - August 2014
Hunter Family May 2013 - July 2013
Lilly Pulitzer Somerset February 2011 - December 2012
Lilly Pulitzer Somerset November 2009 - February 2011
Children's Leukemia Foundation of Michigan January 2010 - May 2010
Birmingham Country Club Golf Shop May 2007 - August 2007
Skills
Leadership, Hospitality, Strategic Planning, Sales, Public Relations, Customer Service, Customer Satisfaction, Event Management
Education
Michigan State University 2005 — 2009
Bachelor of Arts
Marian High School
Morgan Stanley February 2015 - Present
Morgan Stanley Wealth Management January 2012 - January 2015
LYNX GC July 2013 - August 2014
Hunter Family May 2013 - July 2013
Lilly Pulitzer Somerset February 2011 - December 2012
Lilly Pulitzer Somerset November 2009 - February 2011
Children's Leukemia Foundation of Michigan January 2010 - May 2010
Birmingham Country Club Golf Shop May 2007 - August 2007
Skills
Leadership, Hospitality, Strategic Planning, Sales, Public Relations, Customer Service, Customer Satisfaction, Event Management
Education
Michigan State University 2005 — 2009
Bachelor of Arts
Marian High School
Bohdan Bissonette Bohdan Bissonette's Morgan Stanley Wealth Management Experience February 2006 - April 2011
Job Business Development at Alkeon Capital Management
Industry Investment Management
Experience
Alkeon Capital Management September 2015 - Present
Allianz Global Investors April 2011 - September 2015
Morgan Stanley Wealth Management February 2006 - April 2011
Diversified Investment Advisors May 2005 - February 2006
Skills
Investments, Mutual Funds, Retirement, Retirement Planning, Risk Management, Series 7, Alternative Investments, Asset Allocation, Wealth Management, Financial Services, Securities, Investment Advisory
Education
Manhattan College 2000 — 2004
Bachelor of Science (BS), Finance, General
Alkeon Capital Management September 2015 - Present
Allianz Global Investors April 2011 - September 2015
Morgan Stanley Wealth Management February 2006 - April 2011
Diversified Investment Advisors May 2005 - February 2006
Skills
Investments, Mutual Funds, Retirement, Retirement Planning, Risk Management, Series 7, Alternative Investments, Asset Allocation, Wealth Management, Financial Services, Securities, Investment Advisory
Education
Manhattan College 2000 — 2004
Bachelor of Science (BS), Finance, General
Anthony J. Horan's Morgan Stanley Wealth Management Experience May 2013 - August 2013
Job Wealth Management at Gitterman Wealth Management, LLC
Industry Financial Services
Experience
Gitterman Wealth Management, LLC February 2015 - Present
Penn Mutual January 2014 - August 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Skills
Bloomberg, Bloomberg Terminal, Equities, Series 63, Investments, Microsoft Word, Valuation, Asset Allocation
Education
Monmouth University 2011 — 2015
Bachelor's Degree, Finance
Gitterman Wealth Management, LLC February 2015 - Present
Penn Mutual January 2014 - August 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Skills
Bloomberg, Bloomberg Terminal, Equities, Series 63, Investments, Microsoft Word, Valuation, Asset Allocation
Education
Monmouth University 2011 — 2015
Bachelor's Degree, Finance
Luke Battle's Morgan Stanley Wealth Management Experience January 2012 - February 2012
Job Regional Marketing Associate Internal Wholesaler at Putnam Investments
Industry Financial Services
Experience
Putnam Investments October 2014 - Present
Putnam Investments June 2014 - Present
Middlebury College August 2010 - May 2014
Northwestern Mutual May 2013 - August 2013
Platt Builders May 2012 - August 2012
Morgan Stanley Wealth Management January 2012 - February 2012
Platt Builders May 2011 - August 2011
Kister and Knapp Builders May 2010 - August 2010
Skills
PowerPoint, Microsoft Office, Research, Microsoft Excel, Microsoft Word, Stata, Investments, SPSS
Education
Middlebury College 2010 — 2014
Bachelor of Arts in Economics, Economics
Putnam Investments October 2014 - Present
Putnam Investments June 2014 - Present
Middlebury College August 2010 - May 2014
Northwestern Mutual May 2013 - August 2013
Platt Builders May 2012 - August 2012
Morgan Stanley Wealth Management January 2012 - February 2012
Platt Builders May 2011 - August 2011
Kister and Knapp Builders May 2010 - August 2010
Skills
PowerPoint, Microsoft Office, Research, Microsoft Excel, Microsoft Word, Stata, Investments, SPSS
Education
Middlebury College 2010 — 2014
Bachelor of Arts in Economics, Economics
Michael Carpetto Michael Carpetto's Morgan Stanley Wealth Management Experience February 2014 - Present
Job Client Service Associate at Morgan Stanley WM
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2014 - Present
Colonia Country Club June 2004 - Present
KeyBank 2012 - 2012
Skills
Interpersonal..., Microsoft Office, Teamwork, Leadership
Education
Muhlenberg College 2010 — 2013
Bachelor of Arts (B.A.), Double Major in Finance and Business Administration
Maastricht University 2011 — 2011
Morgan Stanley Wealth Management February 2014 - Present
Colonia Country Club June 2004 - Present
KeyBank 2012 - 2012
Skills
Interpersonal..., Microsoft Office, Teamwork, Leadership
Education
Muhlenberg College 2010 — 2013
Bachelor of Arts (B.A.), Double Major in Finance and Business Administration
Maastricht University 2011 — 2011
Jonathan Chou Jonathan Chou's Morgan Stanley Wealth Management Experience June 2013 - January 2015
Job Tax Reporting Analyst
Industry Accounting
Experience
HSBC Global Banking and Markets September 2015 - Present
Brown Brothers Harriman February 2015 - August 2015
Morgan Stanley Wealth Management June 2013 - January 2015
Aegis Capital Corp September 2012 - January 2013
Premier Tax Inc January 2012 - April 2012
Skills
Investments, Analysis, Accounting, Asset Management, Budgets, Tax, Research, Financial Analysis, Financial Reporting, Microsoft Excel, Auditing, Account Reconciliation, PowerPoint, Internal Audit, Microsoft Office, Microsoft Word
Education
Saint John's University 2010 — 2013
Master of Business Administration, Accounting
Saint John's University 2008 — 2010
Bachelor of Science, Advertising Communication
Miami University
HSBC Global Banking and Markets September 2015 - Present
Brown Brothers Harriman February 2015 - August 2015
Morgan Stanley Wealth Management June 2013 - January 2015
Aegis Capital Corp September 2012 - January 2013
Premier Tax Inc January 2012 - April 2012
Skills
Investments, Analysis, Accounting, Asset Management, Budgets, Tax, Research, Financial Analysis, Financial Reporting, Microsoft Excel, Auditing, Account Reconciliation, PowerPoint, Internal Audit, Microsoft Office, Microsoft Word
Education
Saint John's University 2010 — 2013
Master of Business Administration, Accounting
Saint John's University 2008 — 2010
Bachelor of Science, Advertising Communication
Miami University
Thomas Andrews Thomas Andrews's Morgan Stanley Wealth Management Experience July 2013 - Present
Job Vice President, Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2013 - Present
Computershare August 2000 - July 2013
PNC Bank October 1997 - August 2000
Citibank 1993 - 1997
Skills
Equities, Human Resources, Series 7, Management, Contract Negotiation, Relationship Management, New Business Development, Portfolio Management, Vendor Management, Risk Management
Education
Fordham Preparatory School 1979 — 1983
Mercy College
BA, Management
University of Hartford
Morgan Stanley Wealth Management July 2013 - Present
Computershare August 2000 - July 2013
PNC Bank October 1997 - August 2000
Citibank 1993 - 1997
Skills
Equities, Human Resources, Series 7, Management, Contract Negotiation, Relationship Management, New Business Development, Portfolio Management, Vendor Management, Risk Management
Education
Fordham Preparatory School 1979 — 1983
Mercy College
BA, Management
University of Hartford
Chris Feldman Chris Feldman's Morgan Stanley Wealth Management Experience September 1999 - January 2009
Job Vice President Wealth Management
Industry Financial Services
Experience
UBS January 2009 - Present
Morgan Stanley Wealth Management September 1999 - January 2009
Education
Michigan State University 1995 — 1999
Bachelor of Arts (B.A.), Finance
Brother Rice High School 1992 — 1995
UBS January 2009 - Present
Morgan Stanley Wealth Management September 1999 - January 2009
Education
Michigan State University 1995 — 1999
Bachelor of Arts (B.A.), Finance
Brother Rice High School 1992 — 1995
Hayden Riley Ellison's Morgan Stanley Wealth Management Experience January 2013 - January 2015
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
Morgan Stanley Wealth Management January 2013 - January 2015
LaRoque Studio Boutique January 2012 - January 2013
Collins & Lacy, P.C. May 2011 - January 2012
Nelson Mullins January 2010 - May 2011
Skills
Litigation, Product Liability, Personal Injury..., General Business..., Defense of Legal..., White Collar Criminal..., Directors and Officers..., Various Insurance..., Civil Litigation, Depositions, Intellectual Property, Legal Assistance, Legal Research, Legal Writing, Lexis, Litigation Support, Research, Trials, Westlaw
Education
Midlands Technical College 2009 — 2010
Paralegal
University of South Carolina-Columbia 2005 — 2009
Political Science, Criminology
Merrill Lynch January 2015 - Present
Morgan Stanley Wealth Management January 2013 - January 2015
LaRoque Studio Boutique January 2012 - January 2013
Collins & Lacy, P.C. May 2011 - January 2012
Nelson Mullins January 2010 - May 2011
Skills
Litigation, Product Liability, Personal Injury..., General Business..., Defense of Legal..., White Collar Criminal..., Directors and Officers..., Various Insurance..., Civil Litigation, Depositions, Intellectual Property, Legal Assistance, Legal Research, Legal Writing, Lexis, Litigation Support, Research, Trials, Westlaw
Education
Midlands Technical College 2009 — 2010
Paralegal
University of South Carolina-Columbia 2005 — 2009
Political Science, Criminology
Nick Maze's Morgan Stanley Wealth Management Experience May 2012 - August 2012
Job Senior Associate Consultant Ryan, LLC
Industry Accounting
Experience
GoHealth April 2014 - July 2014
Fastenal February 2014 - May 2014
St. Charles Country Club April 2006 - March 2014
Elara Engineering 2012 - 2014
Morgan Stanley Wealth Management May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Entrepreneurship, Data Analysis, Financial Analysis, Economics, Finance, Access, Financial Modeling
Education
Miami University 2011 — 2015
Bachelor's degree, Finance, General
Miami University 2011 — 2015
Bachelor's degree, Entrepreneurship/Entrepreneurial Studies
St. Charles East High School
GoHealth April 2014 - July 2014
Fastenal February 2014 - May 2014
St. Charles Country Club April 2006 - March 2014
Elara Engineering 2012 - 2014
Morgan Stanley Wealth Management May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Entrepreneurship, Data Analysis, Financial Analysis, Economics, Finance, Access, Financial Modeling
Education
Miami University 2011 — 2015
Bachelor's degree, Finance, General
Miami University 2011 — 2015
Bachelor's degree, Entrepreneurship/Entrepreneurial Studies
St. Charles East High School
James Piscopo James Piscopo's Morgan Stanley Wealth Management Experience October 2013 - January 2014
Job Investment Advisor
Industry Accounting
Experience
EY September 2014 - Present
Morgan Stanley Wealth Management October 2013 - January 2014
Alessandro & Associates, CPA, PLLC June 2013 - September 2013
Skills
Financial Analysis, Accounting, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Financial Accounting, Teamwork, QuickBooks, Financial Reporting, Bookkeeping, Research, Series 65
Education
Marist College 2010 — 2014
Bachelor of Science (BS), Accounting
Commack High School 2006 — 2010
EY September 2014 - Present
Morgan Stanley Wealth Management October 2013 - January 2014
Alessandro & Associates, CPA, PLLC June 2013 - September 2013
Skills
Financial Analysis, Accounting, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Financial Accounting, Teamwork, QuickBooks, Financial Reporting, Bookkeeping, Research, Series 65
Education
Marist College 2010 — 2014
Bachelor of Science (BS), Accounting
Commack High School 2006 — 2010
Phillip Anderson's Morgan Stanley Wealth Management Experience January 2012 - July 2014
Job Vice President, Diversity Recruiting Strategist at Moody's Corporation
Industry Human Resources
Experience
Moody's Corporation August 2014 - Present
Morgan Stanley Wealth Management January 2012 - July 2014
Morgan Stanley Smith Barney September 2010 - December 2011
Sikorsky Aircraft August 2008 - September 2010
Sikorsky Aircraft Corporation April 2007 - August 2008
Lee Hecht Harrison April 2005 - April 2007
INROADS November 1998 - October 2004
Rollins Environmental May 1989 - November 1998
Skills
Talent Management, Talent Acquisition, Client Development, Onboarding, Diversity & Inclusion, Recruiting, Human Resources, Employee Engagement, Leadership, Succession Planning, Applicant Tracking..., Sourcing, Organizational..., Interviews, Performance Management, Career Development, Deferred Compensation, Training, Temporary Placement, Personnel Management, Business Strategy, Organizational..., Employee Relations, Consulting, Resume Writing, HR Consulting, College Recruiting, Hiring, Workforce Planning, Employee Benefits
Education
Manhattanville College 2005 — 2007
Masters, Human Resources
University of Pennsylvania 1984 — 1988
Bachelors, History & Chemistry minor
Stamford High School
Moody's Corporation August 2014 - Present
Morgan Stanley Wealth Management January 2012 - July 2014
Morgan Stanley Smith Barney September 2010 - December 2011
Sikorsky Aircraft August 2008 - September 2010
Sikorsky Aircraft Corporation April 2007 - August 2008
Lee Hecht Harrison April 2005 - April 2007
INROADS November 1998 - October 2004
Rollins Environmental May 1989 - November 1998
Skills
Talent Management, Talent Acquisition, Client Development, Onboarding, Diversity & Inclusion, Recruiting, Human Resources, Employee Engagement, Leadership, Succession Planning, Applicant Tracking..., Sourcing, Organizational..., Interviews, Performance Management, Career Development, Deferred Compensation, Training, Temporary Placement, Personnel Management, Business Strategy, Organizational..., Employee Relations, Consulting, Resume Writing, HR Consulting, College Recruiting, Hiring, Workforce Planning, Employee Benefits
Education
Manhattanville College 2005 — 2007
Masters, Human Resources
University of Pennsylvania 1984 — 1988
Bachelors, History & Chemistry minor
Stamford High School
Don Grochan's Morgan Stanley Wealth Management Experience February 2008 - Present
Job ED Client Performance Reporting
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2008 - Present
DNG Technology January 2007 - February 2008
Legg Mason & Co. LLC December 2005 - October 2006
Citigroup Asset Management October 2002 - December 2005
Credit Suisse Asset Management (CSAM) September 1999 - December 2000
Credit Suisse Asset Management 1999 - 2000
Salomon Brothers May 1992 - September 1997
Price Waterhouse LLC 1988 - 1992
Skills
IT Strategy, Business Process, Business Analysis, Program Management, Management, Process Improvement, Financial Services, ITIL, Vendor Management, Market Data, Portfolio Management, Project Management, Change Management, PMO, Equities, SDLC, Enterprise Software, Fixed Income
Education
University of South Florida 1985 — 1988
BS
Michigan State University 1982 — 1984
Morgan Stanley Wealth Management February 2008 - Present
DNG Technology January 2007 - February 2008
Legg Mason & Co. LLC December 2005 - October 2006
Citigroup Asset Management October 2002 - December 2005
Credit Suisse Asset Management (CSAM) September 1999 - December 2000
Credit Suisse Asset Management 1999 - 2000
Salomon Brothers May 1992 - September 1997
Price Waterhouse LLC 1988 - 1992
Skills
IT Strategy, Business Process, Business Analysis, Program Management, Management, Process Improvement, Financial Services, ITIL, Vendor Management, Market Data, Portfolio Management, Project Management, Change Management, PMO, Equities, SDLC, Enterprise Software, Fixed Income
Education
University of South Florida 1985 — 1988
BS
Michigan State University 1982 — 1984
Kevin R. Campbell's Morgan Stanley Wealth Management Experience July 2014 - Present
Job Senior Registered Associate Mequon Branch at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2014 - Present
Northwestern Mutual August 2013 - July 2014
Wells Fargo Advantage Funds 2005 - August 2013
Strong Funds 2004 - 2005
Strong Funds 2001 - 2004
Strong Funds 1999 - 2001
Skills
Series 63, Series 7, Series 66, Investments, Wealth Management, Mutual Funds, Securities, Financial Services, Investment Advisory, Finance, Retirement Planning, Retirement, Business Relationship..., Asset Allocation, 401k, Customer Retention, Customer Support, Sales, Credit, Relationship Management
Education
Marquette University 2002 — 2005
BS Org Leadership, Organizational Leadership/Management
Rock Bridge High School, Columbia, MO
Morgan Stanley Wealth Management July 2014 - Present
Northwestern Mutual August 2013 - July 2014
Wells Fargo Advantage Funds 2005 - August 2013
Strong Funds 2004 - 2005
Strong Funds 2001 - 2004
Strong Funds 1999 - 2001
Skills
Series 63, Series 7, Series 66, Investments, Wealth Management, Mutual Funds, Securities, Financial Services, Investment Advisory, Finance, Retirement Planning, Retirement, Business Relationship..., Asset Allocation, 401k, Customer Retention, Customer Support, Sales, Credit, Relationship Management
Education
Marquette University 2002 — 2005
BS Org Leadership, Organizational Leadership/Management
Rock Bridge High School, Columbia, MO
Rick Alvarado, CFA's Morgan Stanley Wealth Management Experience September 2009 - September 2013
Job U.S. Government & Agency Trader at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley September 2013 - Present
Morgan Stanley Wealth Management September 2009 - September 2013
Morgan Stanley Wealth Management May 2008 - September 2009
RBS Greenwich Capital August 2007 - May 2008
Skills
Fixed Income, Bloomberg, Series 7, Relative Value, Series 63, Bonds, Trading, Investments, Hedge Funds, Alternative Investments, Capital Markets, Securities, Wealth Management, Portfolio Management, Financial Markets, Financial Modeling, Asset Management, Derivatives
Education
Manhattan College 2003 — 2007
Bachelor's Degree, Finance, Cum Laude
Morgan Stanley September 2013 - Present
Morgan Stanley Wealth Management September 2009 - September 2013
Morgan Stanley Wealth Management May 2008 - September 2009
RBS Greenwich Capital August 2007 - May 2008
Skills
Fixed Income, Bloomberg, Series 7, Relative Value, Series 63, Bonds, Trading, Investments, Hedge Funds, Alternative Investments, Capital Markets, Securities, Wealth Management, Portfolio Management, Financial Markets, Financial Modeling, Asset Management, Derivatives
Education
Manhattan College 2003 — 2007
Bachelor's Degree, Finance, Cum Laude
Owen Keady's Morgan Stanley Wealth Management Experience June 2007 - Present
Job FX Trading at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2007 - Present
Education
Manhattan College 2001 — 2005
Morgan Stanley Wealth Management June 2007 - Present
Education
Manhattan College 2001 — 2005
Allison Carriere's Morgan Stanley Wealth Management Experience April 2011 - Present
Job Director, HR Generalist Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2011 - Present
Starwood Capital Group September 2009 - April 2011
Royal Bank of Scotland June 2009 - September 2009
Mackey & Guasco Staffing Associates July 2008 - April 2009
Royal Bank of Scotland October 2002 - June 2008
McKinsey & Company 2000 - 2002
Skills
Employee Relations, Performance Management, Recruiting, Projects, Wellness, Corporate Social..., Personnel Management, Management, Talent Management, Talent Acquisition, Deferred Compensation, Employee Engagement
Education
Manhattanville College 2000 — 2007
MS, Human Resources
Institute for Integrative Nutrition/ Columbia University Teachers College 2005 — 2006
Certification, Holistic Nutrition
Purchase College, SUNY 1993 — 1998
BA, Liberal Studies
Morgan Stanley Wealth Management April 2011 - Present
Starwood Capital Group September 2009 - April 2011
Royal Bank of Scotland June 2009 - September 2009
Mackey & Guasco Staffing Associates July 2008 - April 2009
Royal Bank of Scotland October 2002 - June 2008
McKinsey & Company 2000 - 2002
Skills
Employee Relations, Performance Management, Recruiting, Projects, Wellness, Corporate Social..., Personnel Management, Management, Talent Management, Talent Acquisition, Deferred Compensation, Employee Engagement
Education
Manhattanville College 2000 — 2007
MS, Human Resources
Institute for Integrative Nutrition/ Columbia University Teachers College 2005 — 2006
Certification, Holistic Nutrition
Purchase College, SUNY 1993 — 1998
BA, Liberal Studies
Katherine Krantz's Morgan Stanley Wealth Management Experience February 2004 - January 2006
Job Zenith Partners
Industry Financial Services
Experience
Zenith Partners July 2015 - Present
Cornerstone Macro LP January 2013 - March 2015
Miracle Mile Advisors, LLC January 2007 - June 2013
Auda International January 2013 - March 2013
Trahan Capital Management July 2011 - March 2013
AIG SunAmerica February 2006 - December 2007
Morgan Stanley Wealth Management February 2004 - January 2006
AXA Investment Managers March 2000 - November 2003
Brown Brothers Harriman November 1998 - March 2000
Ned Davis Research April 1998 - November 1998
Skills
Asset Management, Asset Allocation, Investments, Investment Advisory, Hedge Funds, Macroeconomics, VBA, Asset Managment, Investment Management, Trading, Equities, Fund Of Funds, ETFs, Alternative Investments, Options, Wealth Management, Strategy, Fixed Income, Portfolio Management, Mutual Funds, Bloomberg, Securities, Series 63, Series 7, Wealth Management..., Equity Research, Due Diligence, Finance, Economics, Risk Management, Private Equity
Education
McGill University 1994 — 1996
MA, Economics; Econometrics and Industrial Organization;
Northwestern University 1990 — 1994
BA, Economics/Mathematical Methods in the Social Sciences
Zenith Partners July 2015 - Present
Cornerstone Macro LP January 2013 - March 2015
Miracle Mile Advisors, LLC January 2007 - June 2013
Auda International January 2013 - March 2013
Trahan Capital Management July 2011 - March 2013
AIG SunAmerica February 2006 - December 2007
Morgan Stanley Wealth Management February 2004 - January 2006
AXA Investment Managers March 2000 - November 2003
Brown Brothers Harriman November 1998 - March 2000
Ned Davis Research April 1998 - November 1998
Skills
Asset Management, Asset Allocation, Investments, Investment Advisory, Hedge Funds, Macroeconomics, VBA, Asset Managment, Investment Management, Trading, Equities, Fund Of Funds, ETFs, Alternative Investments, Options, Wealth Management, Strategy, Fixed Income, Portfolio Management, Mutual Funds, Bloomberg, Securities, Series 63, Series 7, Wealth Management..., Equity Research, Due Diligence, Finance, Economics, Risk Management, Private Equity
Education
McGill University 1994 — 1996
MA, Economics; Econometrics and Industrial Organization;
Northwestern University 1990 — 1994
BA, Economics/Mathematical Methods in the Social Sciences
James Curd's Morgan Stanley Wealth Management Experience July 2008 - Present
Job Associate at Morgan Stanley Wealth Management
Industry Banking
Experience
Morgan Stanley Wealth Management July 2008 - Present
Deutsche Bank Trust Company Americas July 2007 - December 2007
The Bank of New York June 2002 - June 2007
United States Trust Company of New York May 2000 - June 2002
The Bank of New York April 1997 - May 2000
United States Air Force November 1984 - July 1992
Skills
Securities, Mutual Funds, Fixed Income, MBS, Corporate Trust, Bloomberg, Asset Managment, Investments, Asset Management, Finance, Structured Products, Financial Services, Corporate Actions, Structured Finance, Settlement, Capital Markets, Bonds, Derivatives, Hedge Funds, Investment Banking, Equities, Alternative Investments, Series 7, Financial Markets, Bloomberg Terminal, Securitization, Trading, Credit Derivatives, Back Office, ETFs, Equity Derivatives, Portfolio Management, Swaps, Asset Allocation, Emerging Markets, Fund Administration
Education
Mercy College
Bachelor of Science, Banking and Business Administration specializing in the securities industry
New York Institute of Finance
Morgan Stanley Wealth Management July 2008 - Present
Deutsche Bank Trust Company Americas July 2007 - December 2007
The Bank of New York June 2002 - June 2007
United States Trust Company of New York May 2000 - June 2002
The Bank of New York April 1997 - May 2000
United States Air Force November 1984 - July 1992
Skills
Securities, Mutual Funds, Fixed Income, MBS, Corporate Trust, Bloomberg, Asset Managment, Investments, Asset Management, Finance, Structured Products, Financial Services, Corporate Actions, Structured Finance, Settlement, Capital Markets, Bonds, Derivatives, Hedge Funds, Investment Banking, Equities, Alternative Investments, Series 7, Financial Markets, Bloomberg Terminal, Securitization, Trading, Credit Derivatives, Back Office, ETFs, Equity Derivatives, Portfolio Management, Swaps, Asset Allocation, Emerging Markets, Fund Administration
Education
Mercy College
Bachelor of Science, Banking and Business Administration specializing in the securities industry
New York Institute of Finance
Karyn Gaidos's Morgan Stanley Wealth Management Experience January 2007 - Present
Job Senior Registered Client Associate
Industry Financial Services
Experience
Merrill Lynch February 2015 - Present
Morgan Stanley Wealth Management January 2007 - Present
UBS Financial Services March 2004 - January 2007
University of Michigan Business School April 1998 - April 1999
Plunkett & Cooney August 1994 - April 1997
Editorial Code & Data, Inc. February 1994 - August 1994
Skills
Editing, Leadership, Training
Education
Madonna University 2000 — 2001
Teaching Certifciate, Education
Oakland University 1991 — 1993
BA, English and Journalism
Merrill Lynch February 2015 - Present
Morgan Stanley Wealth Management January 2007 - Present
UBS Financial Services March 2004 - January 2007
University of Michigan Business School April 1998 - April 1999
Plunkett & Cooney August 1994 - April 1997
Editorial Code & Data, Inc. February 1994 - August 1994
Skills
Editing, Leadership, Training
Education
Madonna University 2000 — 2001
Teaching Certifciate, Education
Oakland University 1991 — 1993
BA, English and Journalism
Nino Migoya's Morgan Stanley Wealth Management Experience May 2010 - Present
Job at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2010 - Present
JP Morgan Chase - Chase Investment Services October 2009 - May 2010
Merrill Lynch July 2007 - November 2008
Merrill Lynch August 2004 - July 2007
Merrill Lynch June 2002 - August 2004
Merrill Lynch May 2000 - June 2002
UBS Warburg April 1998 - May 2000
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance/International Business
Manhattan College 1981 — 1985
Bachelor of Engineering, Chemical Engineering
Morgan Stanley Wealth Management May 2010 - Present
JP Morgan Chase - Chase Investment Services October 2009 - May 2010
Merrill Lynch July 2007 - November 2008
Merrill Lynch August 2004 - July 2007
Merrill Lynch June 2002 - August 2004
Merrill Lynch May 2000 - June 2002
UBS Warburg April 1998 - May 2000
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance/International Business
Manhattan College 1981 — 1985
Bachelor of Engineering, Chemical Engineering
Matt Bame's Morgan Stanley Wealth Management Experience June 2006 - Present
Job Vice President, Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2006 - Present
Skills
Investments, Series 7, Mutual Funds, Wealth Management, Asset Managment, Retirement Planning, Equities, Strategic Financial..., Uniform Combined State..., Risk Management, Financial Services, Retirement, Securities, Alternative Investments, Asset Management, FINRA, Fixed Income, Financial Planning, Management
Education
Ohio University
Masters, Financial Economics
Miami University
BS, Finance
Morgan Stanley Wealth Management June 2006 - Present
Skills
Investments, Series 7, Mutual Funds, Wealth Management, Asset Managment, Retirement Planning, Equities, Strategic Financial..., Uniform Combined State..., Risk Management, Financial Services, Retirement, Securities, Alternative Investments, Asset Management, FINRA, Fixed Income, Financial Planning, Management
Education
Ohio University
Masters, Financial Economics
Miami University
BS, Finance
James Benadum, CFA's Morgan Stanley Wealth Management Experience May 2007 - Present
Job Morgan Stanley Wealth Management
Industry Capital Markets
Experience
Morgan Stanley Wealth Management May 2007 - Present
Skills
Investment Banking, Equities, Fixed Income, Derivatives, Commodity Markets, Financial Modeling, Financial Analysis, Valuation, Equity Research
Education
Miami University 2002 — 2007
Bachelor of Science in Business, Finance, Economics
Upper Arlington High School 1998 — 2002
Morgan Stanley Wealth Management May 2007 - Present
Skills
Investment Banking, Equities, Fixed Income, Derivatives, Commodity Markets, Financial Modeling, Financial Analysis, Valuation, Equity Research
Education
Miami University 2002 — 2007
Bachelor of Science in Business, Finance, Economics
Upper Arlington High School 1998 — 2002
Dianne Blunt's Morgan Stanley Wealth Management Experience October 1998 - Present
Job Senior Client Services Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 1998 - Present
Education
Michigan State University 1978 — 1982
BA, Business Administration and Management, General
Morgan Stanley Wealth Management October 1998 - Present
Education
Michigan State University 1978 — 1982
BA, Business Administration and Management, General
Ashley Angelo's Morgan Stanley Wealth Management Experience November 2013 - Present
Job Registered Client Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management August 2014 - Present
Morgan Stanley Wealth Management November 2013 - Present
Morgan Stanley Smith Barney June 2009 - October 2013
Smith Barney May 2008 - August 2008
Merrill Lynch May 2005 - August 2006
Education
Miami University 2005 — 2009
BS in Finance, Finance and Spanish
Greenwich High School 2001 — 2005
RBC Wealth Management August 2014 - Present
Morgan Stanley Wealth Management November 2013 - Present
Morgan Stanley Smith Barney June 2009 - October 2013
Smith Barney May 2008 - August 2008
Merrill Lynch May 2005 - August 2006
Education
Miami University 2005 — 2009
BS in Finance, Finance and Spanish
Greenwich High School 2001 — 2005
Bernie Duque's Morgan Stanley Wealth Management Experience September 2004 - Present
Job First Vice President/Complex Business Development Officer
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2004 - Present
Education
Manhattan College
Morgan Stanley Wealth Management September 2004 - Present
Education
Manhattan College
Jena-Grace Kole's Morgan Stanley Wealth Management Experience June 2010 - April 2014
Job Registered Client Service Associate at UBS Financial Services, Inc
Industry Financial Services
Experience
UBS Financial Services, Inc April 2014 - Present
Morgan Stanley Wealth Management June 2010 - April 2014
Education
Iona College 2013 — 2014
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Manhattan College 2005 — 2009
BS, Finance/ Management
UBS Financial Services, Inc April 2014 - Present
Morgan Stanley Wealth Management June 2010 - April 2014
Education
Iona College 2013 — 2014
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Manhattan College 2005 — 2009
BS, Finance/ Management
Patricia Ransom's Morgan Stanley Wealth Management Experience December 2013 - Present
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Investment Banking
Experience
Morgan Stanley Wealth Management December 2013 - Present
Riemer & Braunstein LLP November 2005 - December 2013
Testa, Hurwitz & Thibeault, LLP 1988 - 2005
Skills
Accounting, Account Reconciliation, Bankruptcy, Customer Service, Microsoft Office, Time Management, Calendaring
Education
Massasoit Community College 1985 — 1988
Associates, Business Administration
Morgan Stanley Wealth Management December 2013 - Present
Riemer & Braunstein LLP November 2005 - December 2013
Testa, Hurwitz & Thibeault, LLP 1988 - 2005
Skills
Accounting, Account Reconciliation, Bankruptcy, Customer Service, Microsoft Office, Time Management, Calendaring
Education
Massasoit Community College 1985 — 1988
Associates, Business Administration
Charles Weisser III's Morgan Stanley Wealth Management Experience July 2012 - March 2014
Job AVP Annuity Product Analyst at Citi Personal Wealth Management
Industry Financial Services
Experience
Citi March 2014 - Present
Morgan Stanley Wealth Management July 2012 - March 2014
Morgan Stanley Smith Barney June 2009 - July 2012
Citigroup July 2007 - June 2009
UBS Wealth Management December 2005 - July 2007
UBS Wealth Management May 2004 - December 2005
Education
Monmouth University 2001 — 2003
B.A, Communications 2003
Citi March 2014 - Present
Morgan Stanley Wealth Management July 2012 - March 2014
Morgan Stanley Smith Barney June 2009 - July 2012
Citigroup July 2007 - June 2009
UBS Wealth Management December 2005 - July 2007
UBS Wealth Management May 2004 - December 2005
Education
Monmouth University 2001 — 2003
B.A, Communications 2003
Paty Susana's Morgan Stanley Wealth Management Experience October 2013 - Present
Job AVP, Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2013 - Present
Morgan Stanley April 2010 - October 2013
Merrill Lynch January 2001 - January 2009
Skills
Customer Retention, Private Wealth..., Series 7, Series 66, Series 9&10, Microsoft Office, Internal Communications, Team Management, Finance, Securities, Investments, Uniform Combined State..., Series 63, Wealth Management..., Fixed Income, Equities, Wealth Management, Portfolio Management, Asset Management
Education
Manhattanville College
Master of Science (MS), Business/Corporate Communications
Stony Brook University
Bachelor of Science (BS), Finance, General
Morgan Stanley Wealth Management October 2013 - Present
Morgan Stanley April 2010 - October 2013
Merrill Lynch January 2001 - January 2009
Skills
Customer Retention, Private Wealth..., Series 7, Series 66, Series 9&10, Microsoft Office, Internal Communications, Team Management, Finance, Securities, Investments, Uniform Combined State..., Series 63, Wealth Management..., Fixed Income, Equities, Wealth Management, Portfolio Management, Asset Management
Education
Manhattanville College
Master of Science (MS), Business/Corporate Communications
Stony Brook University
Bachelor of Science (BS), Finance, General
Greg Zimmerman's Morgan Stanley Wealth Management Experience August 2004 - Present
Job Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2004 - Present
Infogix (formerly Unitech Systems Inc) September 1999 - August 2004
Dauphin Deposit Bank & Trust October 1988 - April 1999
Skills
Business Analysis, SDLC, Visio, Enterprise Software, Equities, Requirements Analysis, Integration, SQL, Vendor Management, Software Project..., Risk Management, Process Improvement, Business Process..., IT Strategy, Business Intelligence
Education
Messiah College 1983 — 1987
Bachelor of Arts (BA), Computer Science
Morgan Stanley Wealth Management August 2004 - Present
Infogix (formerly Unitech Systems Inc) September 1999 - August 2004
Dauphin Deposit Bank & Trust October 1988 - April 1999
Skills
Business Analysis, SDLC, Visio, Enterprise Software, Equities, Requirements Analysis, Integration, SQL, Vendor Management, Software Project..., Risk Management, Process Improvement, Business Process..., IT Strategy, Business Intelligence
Education
Messiah College 1983 — 1987
Bachelor of Arts (BA), Computer Science
sondra lazzarini's Morgan Stanley Wealth Management Experience November 2013 - Present
Job Senior Registered Client Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2013 - Present
Merrill Lynch September 2008 - September 2013
Merrill Lynch September 2008 - September 2013
Smith Barney May 1993 - September 2008
UBS / Paine Webber May 1991 - May 1993
Shearson Lehman Brothers March 1989 - May 1991
Skills
Series 63, Wealth Management, Asset Allocation, Mutual Funds, Series 65, Fixed Annuities, Retirement Planning, Series 7, Uniform Combined State..., Alternative Investments, Securities, securities lending, Separately Managed..., Securities Lending, Wealth Management..., FINRA
Education
Macomb Community College 1983 — 1985
Associate of Arts and Sciences (A.A.S.), Business, Management, Marketing, and Related Support Services
Morgan Stanley Wealth Management November 2013 - Present
Merrill Lynch September 2008 - September 2013
Merrill Lynch September 2008 - September 2013
Smith Barney May 1993 - September 2008
UBS / Paine Webber May 1991 - May 1993
Shearson Lehman Brothers March 1989 - May 1991
Skills
Series 63, Wealth Management, Asset Allocation, Mutual Funds, Series 65, Fixed Annuities, Retirement Planning, Series 7, Uniform Combined State..., Alternative Investments, Securities, securities lending, Separately Managed..., Securities Lending, Wealth Management..., FINRA
Education
Macomb Community College 1983 — 1985
Associate of Arts and Sciences (A.A.S.), Business, Management, Marketing, and Related Support Services
Pam Szilagyi's Morgan Stanley Wealth Management Experience January 2012 - Present
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2012 - Present
Merrill Lynch February 2005 - January 2012
Education
Michigan State University
Morgan Stanley Wealth Management January 2012 - Present
Merrill Lynch February 2005 - January 2012
Education
Michigan State University
Brian Schoenle's Morgan Stanley Wealth Management Experience 2014 - Present
Job First Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2014 - Present
Wells Fargo Advisors 2013 - 2014
UBS Wealth Management 2007 - 2009
Merrill Lynch Private Bank & Investment Group 2006 - 2007
Wilmington Trust 1999 - 2003
Skills
Wealth Management, Asset Managment, Sales, Executive Coaching, Territory Management, Series 7, Asset Allocation, Series 63, Mutual Funds, Investments, Investment Advisory, Alternative Investments, Financial Advisory, Retirement Planning, Portfolio Management, Securities, Retirement, Equities, Investment Strategies, Strategic Financial..., Asset Management, Investment Management, Finance
Education
Minnesota State University, Mankato 1982 — 1985
EJ Cooper Sr. High
Minnesota State University, Mankato
University of Minnesota-Twin Cities
Morgan Stanley Wealth Management 2014 - Present
Wells Fargo Advisors 2013 - 2014
UBS Wealth Management 2007 - 2009
Merrill Lynch Private Bank & Investment Group 2006 - 2007
Wilmington Trust 1999 - 2003
Skills
Wealth Management, Asset Managment, Sales, Executive Coaching, Territory Management, Series 7, Asset Allocation, Series 63, Mutual Funds, Investments, Investment Advisory, Alternative Investments, Financial Advisory, Retirement Planning, Portfolio Management, Securities, Retirement, Equities, Investment Strategies, Strategic Financial..., Asset Management, Investment Management, Finance
Education
Minnesota State University, Mankato 1982 — 1985
EJ Cooper Sr. High
Minnesota State University, Mankato
University of Minnesota-Twin Cities
Danielle Marshall's Morgan Stanley Wealth Management Experience July 2011 - August 2012
Job Registered Client Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2013 - Present
Morgan Stanley Wealth Management July 2011 - August 2012
DonorsChoose.org June 2010 - July 2010
Skills
Financial Modeling, Valuation, Bloomberg Certified, Microsoft Excel, Microsoft Word, Microsoft Office, 401k, Data Analysis
Education
Miami University 2009 — 2013
Bachelor's degree, Finance, General
Universidad de Oviedo 2012 — 2012
Spanish
West Morris Mendham High School 2005 — 2009
Morgan Stanley October 2013 - Present
Morgan Stanley Wealth Management July 2011 - August 2012
DonorsChoose.org June 2010 - July 2010
Skills
Financial Modeling, Valuation, Bloomberg Certified, Microsoft Excel, Microsoft Word, Microsoft Office, 401k, Data Analysis
Education
Miami University 2009 — 2013
Bachelor's degree, Finance, General
Universidad de Oviedo 2012 — 2012
Spanish
West Morris Mendham High School 2005 — 2009
Angel Batista's Morgan Stanley Wealth Management Experience June 2013 - August 2013
Job Entrepreneur in Training
Industry Computer Software
Experience
Morgan Stanley Investment Management December 2014 - June 2015
Morgan Stanley July 2014 - November 2014
Morgan Stanley Wealth Management June 2013 - August 2013
Skills
Software Development, JavaScript, Java, Python, Microsoft Office, Programming, HTML, CSS, SQL, Public Speaking, Microsoft Word, C#
Education
Massachusetts Institute of Technology 2010 — 2014
Bachelor of Science (BS), Computer Science and Engineering
Morgan Stanley Investment Management December 2014 - June 2015
Morgan Stanley July 2014 - November 2014
Morgan Stanley Wealth Management June 2013 - August 2013
Skills
Software Development, JavaScript, Java, Python, Microsoft Office, Programming, HTML, CSS, SQL, Public Speaking, Microsoft Word, C#
Education
Massachusetts Institute of Technology 2010 — 2014
Bachelor of Science (BS), Computer Science and Engineering
catharine mcclintock's Morgan Stanley Wealth Management Experience October 2011 - 2014
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors October 2014 - Present
Morgan Stanley Wealth Management October 2011 - 2014
Sterne Agee 2006 - 2010
Piper Jaffray 1992 - 2005
Skills
Investments, Equities, Retirement Planning, Mutual Funds, Financial Analysis, Fixed Annuities, Securities, Wealth Preservation...
Education
Manhattanville College
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
University of St. Thomas
Master of Business Administration (MBA), Finance, General
Wells Fargo Advisors October 2014 - Present
Morgan Stanley Wealth Management October 2011 - 2014
Sterne Agee 2006 - 2010
Piper Jaffray 1992 - 2005
Skills
Investments, Equities, Retirement Planning, Mutual Funds, Financial Analysis, Fixed Annuities, Securities, Wealth Preservation...
Education
Manhattanville College
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
University of St. Thomas
Master of Business Administration (MBA), Finance, General
Michael Aboosamra's Morgan Stanley Wealth Management Experience June 2011 - February 2013
Job Assistant Vice President, Entertainment Industries Group at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch May 2015 - Present
Comerica Bank March 2013 - May 2015
Morgan Stanley Wealth Management June 2011 - February 2013
Skills
Retirement Planning, Asset Allocation, Financial Modeling, Series 7, Financial Analysis
Education
Michigan State University
Bachelor of Arts, Finance
Bank of America Merrill Lynch May 2015 - Present
Comerica Bank March 2013 - May 2015
Morgan Stanley Wealth Management June 2011 - February 2013
Skills
Retirement Planning, Asset Allocation, Financial Modeling, Series 7, Financial Analysis
Education
Michigan State University
Bachelor of Arts, Finance
Glenn Nicholl's Morgan Stanley Wealth Management Experience January 2014 - Present
Job Operations Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Wealth Management June 2012 - December 2013
Morgan Stanley Wealth Management March 2012 - June 2012
Morgan Stanley Wealth Management May 2011 - March 2012
Skills
Microsoft Office 2007, Client Services, Referral Administration, Account Maintenance, Financial Services, Middle Office, Finance, Microsoft Office, Banking, Microsoft Excel, Customer Service, Fixed Income
Education
New Jersey City University 2006 — 2008
BA, Mathematics
Monmouth University 2000 — 2002
Mathematics
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Wealth Management June 2012 - December 2013
Morgan Stanley Wealth Management March 2012 - June 2012
Morgan Stanley Wealth Management May 2011 - March 2012
Skills
Microsoft Office 2007, Client Services, Referral Administration, Account Maintenance, Financial Services, Middle Office, Finance, Microsoft Office, Banking, Microsoft Excel, Customer Service, Fixed Income
Education
New Jersey City University 2006 — 2008
BA, Mathematics
Monmouth University 2000 — 2002
Mathematics
Lee Grzeck's Morgan Stanley Wealth Management Experience 2000 - 2005
Job Regulatory Affairs Manager Brunswick Nuclear Plant
Industry Utilities
Experience
Duke Energy Corporation 2012 - Present
Progress Energy 2005 - 2011
Morgan Stanley Wealth Management 2000 - 2005
ComEd 1997 - 1999
Carolina Power & Light 1995 - 1996
Carolina Power & Light 1993 - 1995
EQE International 1992 - 1992
Carolina Power & Light 1989 - 1991
Corporate Consulting & Development 1986 - 1989
CRS Sirrine 1985 - 1986
Skills
Nuclear Engineering, Nuclear, Power Plants, Energy, Power Generation, Root Cause Analysis, Electric Power, Nuclear Safety, Turbines, Engineering Management, Project Engineering, Engineering, Power Systems, NERC, Plant Operations, Steam Turbines, Reactor, Nuclear Power Plants
Education
University of North Carolina at Wilmington 1995 — 1997
Master of Business Administration (M.B.A.), Finance, Management
Michigan State University 1976 — 1981
Bachelor's Degree, Civil Engineering
Duke Energy Corporation 2012 - Present
Progress Energy 2005 - 2011
Morgan Stanley Wealth Management 2000 - 2005
ComEd 1997 - 1999
Carolina Power & Light 1995 - 1996
Carolina Power & Light 1993 - 1995
EQE International 1992 - 1992
Carolina Power & Light 1989 - 1991
Corporate Consulting & Development 1986 - 1989
CRS Sirrine 1985 - 1986
Skills
Nuclear Engineering, Nuclear, Power Plants, Energy, Power Generation, Root Cause Analysis, Electric Power, Nuclear Safety, Turbines, Engineering Management, Project Engineering, Engineering, Power Systems, NERC, Plant Operations, Steam Turbines, Reactor, Nuclear Power Plants
Education
University of North Carolina at Wilmington 1995 — 1997
Master of Business Administration (M.B.A.), Finance, Management
Michigan State University 1976 — 1981
Bachelor's Degree, Civil Engineering
Danielle Ashby's Morgan Stanley Wealth Management Experience June 2010 - July 2011
Job
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2010 - July 2011
Morgan Stanley Wealth Management August 2009 - May 2010
Ajilon Consulting September 2005 - August 2009
CMP Media, LLC September 2001 - August 2003
Skills
Software Documentation, Databases, Access, Testing, Microsoft SQL Server, Analysis, Quality Center, Microsoft Excel, Internal Audit, SharePoint, Lotus Notes, Business Analysis, Vendor Management
Education
Marymount Manhattan College
Bachelor of Arts (BA), Psychology
Morgan Stanley Wealth Management June 2010 - July 2011
Morgan Stanley Wealth Management August 2009 - May 2010
Ajilon Consulting September 2005 - August 2009
CMP Media, LLC September 2001 - August 2003
Skills
Software Documentation, Databases, Access, Testing, Microsoft SQL Server, Analysis, Quality Center, Microsoft Excel, Internal Audit, SharePoint, Lotus Notes, Business Analysis, Vendor Management
Education
Marymount Manhattan College
Bachelor of Arts (BA), Psychology
Erin Ferris's Morgan Stanley Wealth Management Experience January 2014 - July 2015
Job Vice President Global AML Policy Compliance Officer, JD
Industry Financial Services
Experience
Citi July 2015 - Present
Morgan Stanley Wealth Management January 2014 - July 2015
Morgan Stanley September 2011 - January 2014
Honorable William D. Wall, United States Magistrate Judge, E.D.N.Y. June 2010 - July 2010
Queens District Attorney's Office January 2010 - May 2010
Queens District Attorney's Office June 2009 - August 2009
Citi August 2007 - August 2008
Tishman Speyer August 2006 - August 2007
Skills
Legal Research, Risk Management, Microsoft Office, Contract Negotiation
Education
Hofstra University School of Law 2008 — 2011
Doctor of Law (JD)
Penn State University 2001 — 2005
Bachelor of Arts (B.A.), History
Citi July 2015 - Present
Morgan Stanley Wealth Management January 2014 - July 2015
Morgan Stanley September 2011 - January 2014
Honorable William D. Wall, United States Magistrate Judge, E.D.N.Y. June 2010 - July 2010
Queens District Attorney's Office January 2010 - May 2010
Queens District Attorney's Office June 2009 - August 2009
Citi August 2007 - August 2008
Tishman Speyer August 2006 - August 2007
Skills
Legal Research, Risk Management, Microsoft Office, Contract Negotiation
Education
Hofstra University School of Law 2008 — 2011
Doctor of Law (JD)
Penn State University 2001 — 2005
Bachelor of Arts (B.A.), History
Hilary Meadors's Morgan Stanley Wealth Management Experience 2011 - Present
Job Marketing Associate at The Meadors Wealth Management Group at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2011 - Present
Education
Miami University 1987 — 1991
Bachelor of Arts (B.A.), English and Political Science
Morgan Stanley Wealth Management 2011 - Present
Education
Miami University 1987 — 1991
Bachelor of Arts (B.A.), English and Political Science
Keith Porco, CFA's Morgan Stanley Wealth Management Experience January 2012 - Present
Job Executive Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley Wealth Management January 2012 - Present
Morgan Stanley Wealth Management January 2010 - December 2011
Morgan Stanley Wealth Management January 2007 - December 2009
Morgan Stanley Wealth Management June 2004 - December 2006
Smith Barney April 2002 - June 2004
Skills
Microsoft Excel, Salesforce.com, Financial Modeling, Equities, Financial Analysis, Fixed Income, Investments, Portfolio Management, Series 7, Strategic Financial..., Wealth Management
Education
Manhattan College 1997 — 2001
Bachelor of Science (BS), Finance, General
Morgan Stanley January 2015 - Present
Morgan Stanley Wealth Management January 2012 - Present
Morgan Stanley Wealth Management January 2010 - December 2011
Morgan Stanley Wealth Management January 2007 - December 2009
Morgan Stanley Wealth Management June 2004 - December 2006
Smith Barney April 2002 - June 2004
Skills
Microsoft Excel, Salesforce.com, Financial Modeling, Equities, Financial Analysis, Fixed Income, Investments, Portfolio Management, Series 7, Strategic Financial..., Wealth Management
Education
Manhattan College 1997 — 2001
Bachelor of Science (BS), Finance, General
Anne Sarazin's Morgan Stanley Wealth Management Experience 1997 - 2009
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management 2009 - Present
Morgan Stanley Wealth Management 1997 - 2009
Skills
Retirement Planning, Wealth Management, Series 7, Mutual Funds, Investments, Strategic Financial..., Investment Advisory, Asset Allocation, Retirement, Investment Strategies, Portfolio Management, Series 63
Education
Lynchburg College 1987 — 1991
Bachelor of Arts (B.A.), Marketing
McDonogh 1982 — 1987
RBC Wealth Management 2009 - Present
Morgan Stanley Wealth Management 1997 - 2009
Skills
Retirement Planning, Wealth Management, Series 7, Mutual Funds, Investments, Strategic Financial..., Investment Advisory, Asset Allocation, Retirement, Investment Strategies, Portfolio Management, Series 63
Education
Lynchburg College 1987 — 1991
Bachelor of Arts (B.A.), Marketing
McDonogh 1982 — 1987
pamela szilagyi's Morgan Stanley Wealth Management Experience Client AssociateMerrill Lynch2005 - 2012
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management Client AssociateMerrill Lynch2005 - 2012
Education
Michigan State University
Bachelor of Arts
Morgan Stanley Wealth Management Client AssociateMerrill Lynch2005 - 2012
Education
Michigan State University
Bachelor of Arts
Jessica Brochu's Morgan Stanley Wealth Management Experience 1998 - 2003
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley Wealth Management 1998 - 2003
Jones New York May 1996 - November 1998
Skills
Banking, Financial Analysis, Investments
Education
Marist College 1994 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General
Morgan Stanley Wealth Management 1998 - 2003
Jones New York May 1996 - November 1998
Skills
Banking, Financial Analysis, Investments
Education
Marist College 1994 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General
Lesley Allison's Morgan Stanley Wealth Management Experience June 2012 - February 2014
Job Agent at Aflac
Industry Insurance
Experience
Aflac February 2014 - Present
Morgan Stanley Wealth Management June 2012 - February 2014
Merrill Lynch February 1998 - February 2001
Education
Lynn University 1991 — 1993
Bachelor of Science (BS), Business Administration and Management
Aflac February 2014 - Present
Morgan Stanley Wealth Management June 2012 - February 2014
Merrill Lynch February 1998 - February 2001
Education
Lynn University 1991 — 1993
Bachelor of Science (BS), Business Administration and Management
Kent Akins's Morgan Stanley Wealth Management Experience January 2009 - Present
Job General Manager at Akins Family Partnership
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2009 - Present
Maitland Law Centre January 1995 - Present
Akins Family Partnership January 1985 - Present
Merrill Lynch June 1992 - January 2009
Barnett Brokerage Service October 1985 - August 1991
Skills
PowerPoint, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word
Education
University of Central Florida 1998 — 2002
Master's Degree, Applied Economics
Chartered Financial Analyst 1990 — 1992
Rollins College - Crummer Graduate School of Business 1988 — 1992
Master of Business Administration (M.B.A.), Emphasis in Accounting and Finance
Mississippi State University 1978 — 1984
Bachelor's Degree, Forestry
Morgan Stanley Wealth Management January 2009 - Present
Maitland Law Centre January 1995 - Present
Akins Family Partnership January 1985 - Present
Merrill Lynch June 1992 - January 2009
Barnett Brokerage Service October 1985 - August 1991
Skills
PowerPoint, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word
Education
University of Central Florida 1998 — 2002
Master's Degree, Applied Economics
Chartered Financial Analyst 1990 — 1992
Rollins College - Crummer Graduate School of Business 1988 — 1992
Master of Business Administration (M.B.A.), Emphasis in Accounting and Finance
Mississippi State University 1978 — 1984
Bachelor's Degree, Forestry
Gail McClellan's Morgan Stanley Wealth Management Experience April 2008 - 2011
Job Channel Manager, Retail
Industry Paper & Forest Products
Experience
Domtar September 2011 - Present
Morgan Stanley Wealth Management April 2008 - 2011
International Paper June 1993 - April 2001
Skills
Account Management, Key Account Management, B2B, Sales Operations, Forecasting, Sales Management, Sales, Product Development, Strategic Planning, Purchasing, Management, Pricing
Education
Michigan State University
Bachelor of Arts (BA), Marketing
Penn State University
Master of Business Administration (MBA), Marketing
Domtar September 2011 - Present
Morgan Stanley Wealth Management April 2008 - 2011
International Paper June 1993 - April 2001
Skills
Account Management, Key Account Management, B2B, Sales Operations, Forecasting, Sales Management, Sales, Product Development, Strategic Planning, Purchasing, Management, Pricing
Education
Michigan State University
Bachelor of Arts (BA), Marketing
Penn State University
Master of Business Administration (MBA), Marketing
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.