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
Justin Greenstone Justin Greenstone's Morgan Stanley Wealth Management Experience April 2014 - March 2015
Job Learning Specialist at Grovo
Industry E-Learning
Experience
Grovo March 2015 - Present
Morgan Stanley Wealth Management April 2014 - March 2015
OppenheimerFunds December 2013 - March 2014
Crossover Consulting Group, Inc. August 2013 - November 2013
Felix Calls Inc. January 2013 - March 2013
MEC August 2012 - December 2012
Enterprise Systems Center May 2011 - August 2011
Morgan Stanley May 2011 - August 2011
Rosa Mexicano May 2010 - August 2010
UBS May 2008 - August 2008
Skills
Microsoft Excel, Sales, CRM, Recruiting, Pharmaceutical Industry, Biotechnology, New Business Development, Networking, Social Networking, Social Media, Microsoft Office, PowerPoint, Research, Microsoft Word, Sustainability, Public Speaking, Photoshop, Customer Service, Event Planning, Community Outreach, Account Management, Client Development, Client Profiles, Cold Calling, Financial Analysis, Financial Markets, Wealth Management, Financial Market...
Education
Muhlenberg College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Grovo March 2015 - Present
Morgan Stanley Wealth Management April 2014 - March 2015
OppenheimerFunds December 2013 - March 2014
Crossover Consulting Group, Inc. August 2013 - November 2013
Felix Calls Inc. January 2013 - March 2013
MEC August 2012 - December 2012
Enterprise Systems Center May 2011 - August 2011
Morgan Stanley May 2011 - August 2011
Rosa Mexicano May 2010 - August 2010
UBS May 2008 - August 2008
Skills
Microsoft Excel, Sales, CRM, Recruiting, Pharmaceutical Industry, Biotechnology, New Business Development, Networking, Social Networking, Social Media, Microsoft Office, PowerPoint, Research, Microsoft Word, Sustainability, Public Speaking, Photoshop, Customer Service, Event Planning, Community Outreach, Account Management, Client Development, Client Profiles, Cold Calling, Financial Analysis, Financial Markets, Wealth Management, Financial Market...
Education
Muhlenberg College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Marquis Lockett, II Marquis Lockett, II's Morgan Stanley Wealth Management Experience June 2013 - August 2013
Job Student at Morehouse College
Industry Health, Wellness and Fitness
Experience
Morehouse College August 2012 - Present
TJ Maxx March 2012 - May 2014
Morgan Stanley Wealth Management June 2013 - August 2013
Stop & Shop February 2009 - June 2011
Skills
Cash Register, Outlook, Leadership, Advertising, Public Relations, Customer Experience, Resume Writing, Listening to customers, Problem Solving, Highly Organized &..., Highly motivated..., Dependable Team Player, Energetic Leader, Charismatic Leadership
Education
Morehouse College 2012 — 2016
Bachelor of Arts (B.A.), Psychology
Morehouse College August 2012 - Present
TJ Maxx March 2012 - May 2014
Morgan Stanley Wealth Management June 2013 - August 2013
Stop & Shop February 2009 - June 2011
Skills
Cash Register, Outlook, Leadership, Advertising, Public Relations, Customer Experience, Resume Writing, Listening to customers, Problem Solving, Highly Organized &..., Highly motivated..., Dependable Team Player, Energetic Leader, Charismatic Leadership
Education
Morehouse College 2012 — 2016
Bachelor of Arts (B.A.), Psychology
Elizabeth Sarro-Waite, RN Elizabeth Sarro-Waite, RN's Morgan Stanley Wealth Management Experience 2009 - 2011
Job Registered Nurse at Memorial SloanKettering Cancer Center
Industry Hospital & Health Care
Experience
Memorial Sloan-Kettering Cancer Center April 2013 - Present
Memorial Sloan-Kettering Cancer Center 2011 - March 2013
Morgan Stanley Wealth Management 2009 - 2011
Lehman Brothers 2006 - 2009
Skills
Healthcare, Registered Nurses, Nursing, Series 7, Series 63, Wealth Management, Community Outreach, Public Health, Program Development, Higher Education, Cpr Certified
Education
New York University 2011 — 2012
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
University of Colorado at Boulder 2002 — 2006
Bachelor of Arts (B.A.), International Spanish for the Professions
Memorial Sloan-Kettering Cancer Center April 2013 - Present
Memorial Sloan-Kettering Cancer Center 2011 - March 2013
Morgan Stanley Wealth Management 2009 - 2011
Lehman Brothers 2006 - 2009
Skills
Healthcare, Registered Nurses, Nursing, Series 7, Series 63, Wealth Management, Community Outreach, Public Health, Program Development, Higher Education, Cpr Certified
Education
New York University 2011 — 2012
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
University of Colorado at Boulder 2002 — 2006
Bachelor of Arts (B.A.), International Spanish for the Professions
Christopher De Vito Christopher De Vito's Morgan Stanley Wealth Management Experience 2000 - 2012
Job Money Management Professional
Industry Financial Services
Experience
Transamerica 2013 - Present
Morgan Stanley Wealth Management 2000 - 2012
DSW Shoe Warehouse January 1999 - September 2000
Just For Feet July 1990 - 1995
Skills
Fixed Income, Trading, Equities, Trading Systems, Securities, Derivatives, Options, Financial Markets, Bloomberg, Investments, Equity Derivatives, Bonds, Asset Managment, Bloomberg Terminal, Settlement, Equity Trading, Capital Markets, Wealth Management, Back Office, Asset Allocation, FINRA, Middle Office, Investment Advisory, Finance, Financial Services, Investment Banking, Customer Service, Asset Management, Portfolio Management, Financial Risk, Customer Relations, Customer Satisfaction, Employee Training
Education
Nassau Community College 1994 — 1995
No Degree, Accounting
East Meadow High School
Our Lady of Perpetual Help
Transamerica 2013 - Present
Morgan Stanley Wealth Management 2000 - 2012
DSW Shoe Warehouse January 1999 - September 2000
Just For Feet July 1990 - 1995
Skills
Fixed Income, Trading, Equities, Trading Systems, Securities, Derivatives, Options, Financial Markets, Bloomberg, Investments, Equity Derivatives, Bonds, Asset Managment, Bloomberg Terminal, Settlement, Equity Trading, Capital Markets, Wealth Management, Back Office, Asset Allocation, FINRA, Middle Office, Investment Advisory, Finance, Financial Services, Investment Banking, Customer Service, Asset Management, Portfolio Management, Financial Risk, Customer Relations, Customer Satisfaction, Employee Training
Education
Nassau Community College 1994 — 1995
No Degree, Accounting
East Meadow High School
Our Lady of Perpetual Help
John Dwyer, CFP® John Dwyer, CFP®'s Morgan Stanley Wealth Management Experience November 2000 - November 2005
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management November 2005 - Present
Morgan Stanley Wealth Management November 2000 - November 2005
United States Marine Corps August 1994 - August 1998
Education
North Central College 2000 — 2005
Bachelor of Arts (B.A.), Finance and Marketing
St. Ignatius College Prep 1990 — 1994
RBC Wealth Management November 2005 - Present
Morgan Stanley Wealth Management November 2000 - November 2005
United States Marine Corps August 1994 - August 1998
Education
North Central College 2000 — 2005
Bachelor of Arts (B.A.), Finance and Marketing
St. Ignatius College Prep 1990 — 1994
Mayank Dubey Mayank Dubey's Morgan Stanley Wealth Management Experience August 2006 - May 2008
Job Lead Consultant
Industry Investment Banking
Experience
Capgemini Financial Services August 2014 - Present
Western Asset Management March 2011 - August 2014
Royal Bank of Scotland May 2008 - February 2011
Morgan Stanley Wealth Management August 2006 - May 2008
Government of India August 2004 - August 2006
Skills
Spring, Java Enterprise Edition, Sybase, Core Java, Struts, JMS, Microsoft SQL Server, Investment Banking, Swing, J2EE, FIX, Derivatives Trading, Bond Markets, Credit Derivatives, Swaps, Financial Risk..., JBoss Application Server, Weblogic, Currency Futures, Corporate Financial..., Financial Regulation, Mutual Funds, Money Market, Structured Products, Integration, Business Analysis, WebLogic, Spring Framework
Education
GARP , Global Association of Risk Professionals 2014 — 2015
FRM, Financial Risk Manager, Credit Risk, Market Risk, Operational Risk, Passed Level 2, Experience certification pending
National Institute of Technology Surat 2000 — 2004
B. Tech, Computer Science and Engineering
Capgemini Financial Services August 2014 - Present
Western Asset Management March 2011 - August 2014
Royal Bank of Scotland May 2008 - February 2011
Morgan Stanley Wealth Management August 2006 - May 2008
Government of India August 2004 - August 2006
Skills
Spring, Java Enterprise Edition, Sybase, Core Java, Struts, JMS, Microsoft SQL Server, Investment Banking, Swing, J2EE, FIX, Derivatives Trading, Bond Markets, Credit Derivatives, Swaps, Financial Risk..., JBoss Application Server, Weblogic, Currency Futures, Corporate Financial..., Financial Regulation, Mutual Funds, Money Market, Structured Products, Integration, Business Analysis, WebLogic, Spring Framework
Education
GARP , Global Association of Risk Professionals 2014 — 2015
FRM, Financial Risk Manager, Credit Risk, Market Risk, Operational Risk, Passed Level 2, Experience certification pending
National Institute of Technology Surat 2000 — 2004
B. Tech, Computer Science and Engineering
Michael Yeung Michael Yeung's Morgan Stanley Wealth Management Experience May 2014 - Present
Job Financial Advisor Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2014 - Present
UBS February 2010 - Present
Wachtell, Lipton, Rosen & Katz April 2007 - April 2009
Skills
Investments, Financial Advisory, Equities, Wealth Management, Fixed Income, Portfolio Management, Capital Markets, Asset Management, Bloomberg, Investment Advisory, Financial Modeling, Risk Management, Financial Risk, Investment Strategies, Hedge Funds
Education
New York University 2005 — 2009
Bachelor of Arts (BA), Political Science and Government
Morgan Stanley Wealth Management May 2014 - Present
UBS February 2010 - Present
Wachtell, Lipton, Rosen & Katz April 2007 - April 2009
Skills
Investments, Financial Advisory, Equities, Wealth Management, Fixed Income, Portfolio Management, Capital Markets, Asset Management, Bloomberg, Investment Advisory, Financial Modeling, Risk Management, Financial Risk, Investment Strategies, Hedge Funds
Education
New York University 2005 — 2009
Bachelor of Arts (BA), Political Science and Government
Edward Wardle Edward Wardle's Morgan Stanley Wealth Management Experience 1999 - 2007
Job Vice President/Investments at Janney Montgomery Scott, LLC
Industry Financial Services
Experience
Janney Montgomery Scott, LLC September 2007 - Present
Morgan Stanley Wealth Management 1999 - 2007
Merrill Lynch 1995 - 1999
Skills
Retirement Planning, Strategic Financial..., Investments, Insurance, Equities, Estate Planning, Portfolio Management, 529 Plans, Mutual Funds, Series 7, Financial Services, Securities, Series 6, Investment Advisory, Fixed Annuities, Asset Management, College Savings Plans, Business Planning, Finance, Wealth Management, Retirement, Series 63, Asset Allocation, Capital Markets, Wealth, Bonds, Hedge Funds, I hold my Series 7, 3,..., Financial Planning, Retirement Income..., Insurance Strategies, 401k Plans and Rollovers, Business Succession..., Tax Free and Tax..., Extended Care Planning, Alternative Investments
Education
New York Institute of Technology-Old Westbury 1979 — 1983
Bachelor's degree, Business Administration and Management, General
Janney Montgomery Scott, LLC September 2007 - Present
Morgan Stanley Wealth Management 1999 - 2007
Merrill Lynch 1995 - 1999
Skills
Retirement Planning, Strategic Financial..., Investments, Insurance, Equities, Estate Planning, Portfolio Management, 529 Plans, Mutual Funds, Series 7, Financial Services, Securities, Series 6, Investment Advisory, Fixed Annuities, Asset Management, College Savings Plans, Business Planning, Finance, Wealth Management, Retirement, Series 63, Asset Allocation, Capital Markets, Wealth, Bonds, Hedge Funds, I hold my Series 7, 3,..., Financial Planning, Retirement Income..., Insurance Strategies, 401k Plans and Rollovers, Business Succession..., Tax Free and Tax..., Extended Care Planning, Alternative Investments
Education
New York Institute of Technology-Old Westbury 1979 — 1983
Bachelor's degree, Business Administration and Management, General
Rochelle Nigri's Morgan Stanley Wealth Management Experience March 2014 - Present
Job MORGAN STANLEY WEALTH MANAGEMENT
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2014 - Present
Saks Fifth Avenue January 2013 - March 2014
Saks Fifth Avenue January 2012 - December 2012
DOLCE PROMOTIONS October 2008 - April 2011
SRQ MEDIA GROUP July 2006 - September 2008
SRQ MEDIA GROUP November 2004 - June 2006
Wells Fargo Home Mortgage June 2002 - October 2004
Skills
Public Relations, Strategic Planning, Trend Analysis, Social Media, Event Planning, Fundraising, Customer Service, Retail, Blogging, Online Advertising, Social Media Marketing, Business Development, Sales, Budgets, Brand Management, Marketing Communications
Education
University of South Florida 2009 — 2013
B.A. in Economics & International Relations with a Minor in Business, Economics
State College of Florida, Bradenton 2003 — 2004
A.A. in Business Administration with Honors
New College of Florida 1998 — 2000
Economics & International Relations
Morgan Stanley Wealth Management March 2014 - Present
Saks Fifth Avenue January 2013 - March 2014
Saks Fifth Avenue January 2012 - December 2012
DOLCE PROMOTIONS October 2008 - April 2011
SRQ MEDIA GROUP July 2006 - September 2008
SRQ MEDIA GROUP November 2004 - June 2006
Wells Fargo Home Mortgage June 2002 - October 2004
Skills
Public Relations, Strategic Planning, Trend Analysis, Social Media, Event Planning, Fundraising, Customer Service, Retail, Blogging, Online Advertising, Social Media Marketing, Business Development, Sales, Budgets, Brand Management, Marketing Communications
Education
University of South Florida 2009 — 2013
B.A. in Economics & International Relations with a Minor in Business, Economics
State College of Florida, Bradenton 2003 — 2004
A.A. in Business Administration with Honors
New College of Florida 1998 — 2000
Economics & International Relations
Dana Sherwood's Morgan Stanley Wealth Management Experience 2012 - 2013
Job Digital Platforms Product Manager | SaaS Expert | Technology Leader | Wealth Management
Industry Financial Services
Experience
US Bancorp Investment Inc January 2015 - Present
Hearsay Social August 2013 - April 2014
Morgan Stanley Wealth Management 2012 - 2013
Merrill Lynch 2010 - 2012
Merrill Lynch 2009 - 2010
Merrill Lynch 2008 - 2009
Merrill Lynch 2007 - 2008
Merrill Lynch 2005 - 2007
Merrill Lynch 2004 - 2005
Geller & Company 2001 - 2004
Skills
Risk Management, Program Management, Leadership, Financial Services, Management, Strategic Planning, Business Development, Project Management, Social Media, Analytics, Vendor Management, IT Strategy, Marketing Strategy, Portfolio Management, Strategy, SaaS, CRM
Education
University of California, Davis
Bachelor's Degree, Art History
New York University 1999 — 2002
Project Management
US Bancorp Investment Inc January 2015 - Present
Hearsay Social August 2013 - April 2014
Morgan Stanley Wealth Management 2012 - 2013
Merrill Lynch 2010 - 2012
Merrill Lynch 2009 - 2010
Merrill Lynch 2008 - 2009
Merrill Lynch 2007 - 2008
Merrill Lynch 2005 - 2007
Merrill Lynch 2004 - 2005
Geller & Company 2001 - 2004
Skills
Risk Management, Program Management, Leadership, Financial Services, Management, Strategic Planning, Business Development, Project Management, Social Media, Analytics, Vendor Management, IT Strategy, Marketing Strategy, Portfolio Management, Strategy, SaaS, CRM
Education
University of California, Davis
Bachelor's Degree, Art History
New York University 1999 — 2002
Project Management
Carol Y. Wong Carol Y. Wong's Morgan Stanley Wealth Management Experience July 2010 - June 2015
Job Senior Application Developer
Industry Information Technology and Services
Experience
Morgan Stanley Wealth Management July 2010 - June 2015
Citigroup/Smith Barney April 2006 - June 2010
Goldman Sachs March 2001 - April 2004
Deutsche Bank April 1998 - February 2001
Skills
Leadership, Microsoft Office, Microsoft Excel, Customer Service, Business Analysis, Management, Windows, Outlook, Microsoft Word, Research, SDLC, SQL, PowerPoint, XML, Requirements Analysis, Databases, Project Management, Web Development, English, Mainframe: DB2, SQL,..., UNIX: DB2/CICS(6000),..., MS Visual Studio, Software Documentation, HTML, Testing
Education
New York University
Bachelor of Arts, Major: Biology Minor: Chinese and Anthropology
New York University
Bachelor of Arts (B.A.), Biology, Computer Science
Morgan Stanley Wealth Management July 2010 - June 2015
Citigroup/Smith Barney April 2006 - June 2010
Goldman Sachs March 2001 - April 2004
Deutsche Bank April 1998 - February 2001
Skills
Leadership, Microsoft Office, Microsoft Excel, Customer Service, Business Analysis, Management, Windows, Outlook, Microsoft Word, Research, SDLC, SQL, PowerPoint, XML, Requirements Analysis, Databases, Project Management, Web Development, English, Mainframe: DB2, SQL,..., UNIX: DB2/CICS(6000),..., MS Visual Studio, Software Documentation, HTML, Testing
Education
New York University
Bachelor of Arts, Major: Biology Minor: Chinese and Anthropology
New York University
Bachelor of Arts (B.A.), Biology, Computer Science
Joseph Kamali Joseph Kamali's Morgan Stanley Wealth Management Experience March 2011 - July 2011
Job Associate Consultant at GEP Worldwide
Industry Management Consulting
Experience
GEP Worldwide September 2013 - January 2014
Automotive Leather Group June 2012 - August 2012
Morgan Stanley Wealth Management March 2011 - July 2011
ABJ Properties June 2008 - August 2009
Skills
Communication Skills, Excel models, Purchasing Negotiation, SEO, Crisis Management, Education, Strategy, Management, Sales, Finance, Marketing, Investments, Valuation, Research, Portfolio Management, Economics, Financial Analysis, Data Analysis
Education
New York University 2010 — 2013
Bachelor of Science, Economics, Judaic Studies
Bar Ilan 2009 — 2010
Business Administration and Management, General
GEP Worldwide September 2013 - January 2014
Automotive Leather Group June 2012 - August 2012
Morgan Stanley Wealth Management March 2011 - July 2011
ABJ Properties June 2008 - August 2009
Skills
Communication Skills, Excel models, Purchasing Negotiation, SEO, Crisis Management, Education, Strategy, Management, Sales, Finance, Marketing, Investments, Valuation, Research, Portfolio Management, Economics, Financial Analysis, Data Analysis
Education
New York University 2010 — 2013
Bachelor of Science, Economics, Judaic Studies
Bar Ilan 2009 — 2010
Business Administration and Management, General
Eugene G. Rall III Eugene G. Rall III's Morgan Stanley Wealth Management Experience June 2013 - Present
Job The Bryn Mawr Group at Morgan Stanley
Industry Financial Services
Experience
E.G. Rall Jr Landscape Design March 2015 - Present
Morgan Stanley Wealth Management June 2013 - Present
Eat'n Park Hospitality Group May 2014 - November 2014
Morgan Stanley Wealth Management June 2012 - May 2013
Devon House Senior Living June 2012 - August 2012
Skills
Manage Client..., Client Co-ordination, Client Liaison, Client Development, Management, Event Management, Account Management, Microsoft Office, Outlook, 3D Advisor, Social Media, Time Management, Event Planning, PowerPoint, Microsoft Excel, Public Speaking, Research, Customer Service
Education
Philadelphia University 2015 — 2016
Master of Business Administration (MBA), Finance and Management
Philadelphia University 2012 — 2015
BS, Business, Management, Marketing, and Related Support Services
Montgomery County Community College 2011 — 2012
Chestnut Hill Academy 1994 — 2009
E.G. Rall Jr Landscape Design March 2015 - Present
Morgan Stanley Wealth Management June 2013 - Present
Eat'n Park Hospitality Group May 2014 - November 2014
Morgan Stanley Wealth Management June 2012 - May 2013
Devon House Senior Living June 2012 - August 2012
Skills
Manage Client..., Client Co-ordination, Client Liaison, Client Development, Management, Event Management, Account Management, Microsoft Office, Outlook, 3D Advisor, Social Media, Time Management, Event Planning, PowerPoint, Microsoft Excel, Public Speaking, Research, Customer Service
Education
Philadelphia University 2015 — 2016
Master of Business Administration (MBA), Finance and Management
Philadelphia University 2012 — 2015
BS, Business, Management, Marketing, and Related Support Services
Montgomery County Community College 2011 — 2012
Chestnut Hill Academy 1994 — 2009
Jennifer Erdman Jennifer Erdman's Morgan Stanley Wealth Management Experience 1999 - 2004
Job Business Process Analyst at SAS
Industry Accounting
Experience
SAS September 2013 - Present
EHA May 2010 - September 2013
Pool Professionals of the Carolinas May 2009 - May 2012
Morgan Stanley Wealth Management 1999 - 2004
Education
North Carolina State University - College of Management
Bachelor of Science (BS), Accounting and Finance
SAS September 2013 - Present
EHA May 2010 - September 2013
Pool Professionals of the Carolinas May 2009 - May 2012
Morgan Stanley Wealth Management 1999 - 2004
Education
North Carolina State University - College of Management
Bachelor of Science (BS), Accounting and Finance
Jeremy C. Jones Jeremy C. Jones's Morgan Stanley Wealth Management Experience 2014 - Present
Job Financial Advisor at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2014 - Present
Wells Fargo Advisors, LLC 2012 - 2014
Herndon Capital Management 2007 - 2011
Wachovia Securities 2005 - 2007
Skills
Financial Analysis, Investments, Financial Modeling, Valuation, Equities, Bloomberg, Mutual Funds, Portfolio Management, Asset Management, Wealth Management, Financial Reporting, Due Diligence
Education
Morehouse College 2001 — 2005
Bachelor of Arts (BA), Business Administration/Finance, magna cum laude
Morgan Stanley Wealth Management 2014 - Present
Wells Fargo Advisors, LLC 2012 - 2014
Herndon Capital Management 2007 - 2011
Wachovia Securities 2005 - 2007
Skills
Financial Analysis, Investments, Financial Modeling, Valuation, Equities, Bloomberg, Mutual Funds, Portfolio Management, Asset Management, Wealth Management, Financial Reporting, Due Diligence
Education
Morehouse College 2001 — 2005
Bachelor of Arts (BA), Business Administration/Finance, magna cum laude
Colleen Griffin Bennett's Morgan Stanley Wealth Management Experience October 2013 - Present
Job Administrative Support at Morgan Stanley Wealth Management
Industry Publishing
Experience
Morgan Stanley Wealth Management October 2013 - Present
Keller Williams Real Estate August 1999 - Present
Applause Marketing January 2010 - October 2013
Morgan Stanley Smith Barney March 1994 - August 1999
Calvin Klein Menswear July 1979 - August 1986
Merv Griffin Entertainment July 1974 - September 1979
Skills
New Business Development, Client Service Associate, Sales Management, Marketing, Sales, Residential Real Estate, Contract Negotiation, Investment Consultant, Executive Assistant, Client Development, CRM, Fashion, Event Planning, Merchandising, Sales Operations, Residential Homes, Social Networking, Business Development, Short Sales, New Home Sales, Real Estate, Lead Generation, Public Relations, Customer Service, Investment Properties, Cold Calling, Relocation Buyers, Entrepreneurship, Marketing Strategy, Foreclosures, Sales Presentations, Purchasing, Trade Shows, REO, Home Staging, Advertising, Finance, Video Production, Budgets, Editing, Networking, Account Management, Online Marketing, Team Building, Selling, Retail, Social Media Marketing, Event Management, Online Advertising, Listings
Education
Pasadena City College
Screenwriting, Art History, Design, Life Drawing, Secretarial Science
Mt. San Antonio College
Real Estate Finance, Real Estate Law, Child Psychology
Morgan Stanley Wealth Management October 2013 - Present
Keller Williams Real Estate August 1999 - Present
Applause Marketing January 2010 - October 2013
Morgan Stanley Smith Barney March 1994 - August 1999
Calvin Klein Menswear July 1979 - August 1986
Merv Griffin Entertainment July 1974 - September 1979
Skills
New Business Development, Client Service Associate, Sales Management, Marketing, Sales, Residential Real Estate, Contract Negotiation, Investment Consultant, Executive Assistant, Client Development, CRM, Fashion, Event Planning, Merchandising, Sales Operations, Residential Homes, Social Networking, Business Development, Short Sales, New Home Sales, Real Estate, Lead Generation, Public Relations, Customer Service, Investment Properties, Cold Calling, Relocation Buyers, Entrepreneurship, Marketing Strategy, Foreclosures, Sales Presentations, Purchasing, Trade Shows, REO, Home Staging, Advertising, Finance, Video Production, Budgets, Editing, Networking, Account Management, Online Marketing, Team Building, Selling, Retail, Social Media Marketing, Event Management, Online Advertising, Listings
Education
Pasadena City College
Screenwriting, Art History, Design, Life Drawing, Secretarial Science
Mt. San Antonio College
Real Estate Finance, Real Estate Law, Child Psychology
Bradley Cavins Bradley Cavins's Morgan Stanley Wealth Management Experience June 2012 - January 2013
Job Intern at Morgan Stanley Wealth Management
Industry Retail
Experience
Lowe's Home Improvement June 2011 - Present
Morgan Stanley Wealth Management June 2012 - January 2013
United States Air Force May 2004 - May 2008
Skills
Statistics, Finance, Economics, SPSS, Statistical Modeling, Microsoft Office, Portfolio Management, Corporate Finance
Education
North Central College 2010 — 2013
Bachelor of Science (BS), Economics
Lowe's Home Improvement June 2011 - Present
Morgan Stanley Wealth Management June 2012 - January 2013
United States Air Force May 2004 - May 2008
Skills
Statistics, Finance, Economics, SPSS, Statistical Modeling, Microsoft Office, Portfolio Management, Corporate Finance
Education
North Central College 2010 — 2013
Bachelor of Science (BS), Economics
Russell Cory Jr. Russell Cory Jr.'s Morgan Stanley Wealth Management Experience May 1998 - May 2008
Job Branch Manager / Vice President Wealth Mangement at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS May 2008 - Present
Morgan Stanley Wealth Management May 1998 - May 2008
Kinross Gold Corporation September 1994 - September 1997
Coeur d'Alene School District #271 September 1993 - September 1994
Skills
Management, Customer Service, Leadership, Team Building, Strategic Planning, Public Speaking, Sales, Wealth Management, Marketing, Event Planning
Education
University of Pennsylvania - The Wharton School 2006 — 2007
Investment Advisor, Finance and Financial Management Services
University of Idaho 1991 — 1993
Bachelor's degree, Secondary Education and Teaching / Geography
North Idaho College 1986 — 1988
Associate of Science (A.S.), Education
UBS May 2008 - Present
Morgan Stanley Wealth Management May 1998 - May 2008
Kinross Gold Corporation September 1994 - September 1997
Coeur d'Alene School District #271 September 1993 - September 1994
Skills
Management, Customer Service, Leadership, Team Building, Strategic Planning, Public Speaking, Sales, Wealth Management, Marketing, Event Planning
Education
University of Pennsylvania - The Wharton School 2006 — 2007
Investment Advisor, Finance and Financial Management Services
University of Idaho 1991 — 1993
Bachelor's degree, Secondary Education and Teaching / Geography
North Idaho College 1986 — 1988
Associate of Science (A.S.), Education
Jason Lippart Jason Lippart's Morgan Stanley Wealth Management Experience 2014 - 2014
Job School Counselor
Industry Education Management
Experience
Rumson-Fair Haven Regional High School September 2011 - Present
Rumson-Fair Haven Regional High School March 2011 - Present
Rumson-Fair Haven Regional High School July 2010 - Present
Rumson Fair Haven High School December 2009 - Present
Morgan Stanley Wealth Management 2014 - 2014
Morgan Stanley Wealth Management 2014 - 2014
Long Branch Housing Authority August 2007 - August 2009
Skills
Student Counseling, Special Education, Interventions, Educational Leadership, Curriculum Development, Classroom Management, Curriculum Design, Staff Development, Lesson Planning, Classroom, Behavior Modification, Crisis Intervention, Teaching, Program Development, Behavior Management, Student Affairs, Elementary Education, CBT, Public Speaking, Teacher Training, Student Development, K-12, Youth Development, Conflict Resolution, Middle School
Education
Monmouth University 2008 — 2009
Post-Masters Endorsement, Educational Counseling
Monmouth University 2007 — 2009
Master of Arts, Psychological Counseling
Monmouth University 2002 — 2007
Bachelor of Arts, Psychology
Monmouth University 2002 — 2007
Minor, Gender Studies/Sociology
MHSS
Rumson-Fair Haven Regional High School September 2011 - Present
Rumson-Fair Haven Regional High School March 2011 - Present
Rumson-Fair Haven Regional High School July 2010 - Present
Rumson Fair Haven High School December 2009 - Present
Morgan Stanley Wealth Management 2014 - 2014
Morgan Stanley Wealth Management 2014 - 2014
Long Branch Housing Authority August 2007 - August 2009
Skills
Student Counseling, Special Education, Interventions, Educational Leadership, Curriculum Development, Classroom Management, Curriculum Design, Staff Development, Lesson Planning, Classroom, Behavior Modification, Crisis Intervention, Teaching, Program Development, Behavior Management, Student Affairs, Elementary Education, CBT, Public Speaking, Teacher Training, Student Development, K-12, Youth Development, Conflict Resolution, Middle School
Education
Monmouth University 2008 — 2009
Post-Masters Endorsement, Educational Counseling
Monmouth University 2007 — 2009
Master of Arts, Psychological Counseling
Monmouth University 2002 — 2007
Bachelor of Arts, Psychology
Monmouth University 2002 — 2007
Minor, Gender Studies/Sociology
MHSS
Julie Milner Julie Milner's Morgan Stanley Wealth Management Experience July 2013 - Present
Job Registered Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2013 - Present
David Lerner Associates, Inc. November 2007 - July 2013
Skills
Mutual Funds, Series 63, Series 7, Investments, Securities, Retirement Planning, Equities, FINRA, Investment Advisory, Banking, Sales, Wealth Management, Portfolio Management, Finance, Uniform Combined State..., Asset Allocation, CRM
Education
Nassau Community College 2011 — 2013
Business Administration and Management, General
Morgan Stanley Wealth Management July 2013 - Present
David Lerner Associates, Inc. November 2007 - July 2013
Skills
Mutual Funds, Series 63, Series 7, Investments, Securities, Retirement Planning, Equities, FINRA, Investment Advisory, Banking, Sales, Wealth Management, Portfolio Management, Finance, Uniform Combined State..., Asset Allocation, CRM
Education
Nassau Community College 2011 — 2013
Business Administration and Management, General
Keith Ward Keith Ward's Morgan Stanley Wealth Management Experience April 2008 - October 2012
Job Senior Vice President at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management October 2012 - Present
Morgan Stanley Wealth Management April 2008 - October 2012
UBS Wealth Management February 2002 - March 2008
Merrill Corporation April 1994 - January 1998
Education
Concordia College 1985 — 1987
BA, Business
Northeastern University 1980 — 1983
Business/Managerial Economics
Greenwich High School 1977 — 1980
Merrill Lynch Wealth Management October 2012 - Present
Morgan Stanley Wealth Management April 2008 - October 2012
UBS Wealth Management February 2002 - March 2008
Merrill Corporation April 1994 - January 1998
Education
Concordia College 1985 — 1987
BA, Business
Northeastern University 1980 — 1983
Business/Managerial Economics
Greenwich High School 1977 — 1980
David T. Ridley David T. Ridley's Morgan Stanley Wealth Management Experience April 2013 - Present
Job Vice President, Compensation & HR Business Analytics at Morgan Stanley Wealth Management
Industry Human Resources
Experience
Morgan Stanley Wealth Management April 2013 - Present
UBS Investment Bank January 2009 - April 2013
Citi Global Wealth Management January 2007 - January 2009
Voicentric June 2006 - January 2007
Shanghai Foreign Language School September 2005 - May 2006
Grorud Engineering July 2004 - September 2004
IES Albarregas September 2003 - May 2004
Skills
Human Resources, Deferred Compensation, HRIS, Data Analysis, Analysis, Business Objects, Business Analysis, CRM, Organizational..., Compensation Strategies, Analytics, Project Management, Microsoft Excel, Sales Compensation, Workday, Budget Forecasts, Employee Training
Education
New York University 2012 — 2015
Master’s Degree, Human Resource Management & Development
University of Newcastle-upon-Tyne 2000 — 2005
Bachelor of Arts (B.A.), Spanish & Linguistics
Morgan Stanley Wealth Management April 2013 - Present
UBS Investment Bank January 2009 - April 2013
Citi Global Wealth Management January 2007 - January 2009
Voicentric June 2006 - January 2007
Shanghai Foreign Language School September 2005 - May 2006
Grorud Engineering July 2004 - September 2004
IES Albarregas September 2003 - May 2004
Skills
Human Resources, Deferred Compensation, HRIS, Data Analysis, Analysis, Business Objects, Business Analysis, CRM, Organizational..., Compensation Strategies, Analytics, Project Management, Microsoft Excel, Sales Compensation, Workday, Budget Forecasts, Employee Training
Education
New York University 2012 — 2015
Master’s Degree, Human Resource Management & Development
University of Newcastle-upon-Tyne 2000 — 2005
Bachelor of Arts (B.A.), Spanish & Linguistics
Jason Betley Jason Betley's Morgan Stanley Wealth Management Experience February 2014 - Present
Job VP, Regional Sales Director Global Investment Solutions at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2014 - Present
Causeway Capital Management LLC November 2011 - January 2014
Natixis Global Asset Management June 2010 - November 2011
Natixis Global Asset Management March 2007 - May 2010
Ultimate Staffing January 2005 - July 2005
Morgan Stanley Smith Barney January 2004 - June 2004
Skills
Business Planning, Client Relationship..., Seminars, Territory Planning, Budget Management, Portfolio Strategy, Sales Presentations, Portfolio Management, CRM, Mutual Funds, Sales, Marketing, Equities, Fixed Income, Investment Strategies, Investment Management, Series 7, Alternative Investments, Series 63, Asset Allocation, Wealth Management, Finance, Strategic Financial..., Financial Services, Investment Advisory, Capital Markets, Hedge Funds, Securities
Education
Northeastern University 2001 — 2006
Bachelor of Science, Business Administration, Dual Concentration: Marketing & Management
Longmeadow High School 1998 — 2001
Morgan Stanley Wealth Management February 2014 - Present
Causeway Capital Management LLC November 2011 - January 2014
Natixis Global Asset Management June 2010 - November 2011
Natixis Global Asset Management March 2007 - May 2010
Ultimate Staffing January 2005 - July 2005
Morgan Stanley Smith Barney January 2004 - June 2004
Skills
Business Planning, Client Relationship..., Seminars, Territory Planning, Budget Management, Portfolio Strategy, Sales Presentations, Portfolio Management, CRM, Mutual Funds, Sales, Marketing, Equities, Fixed Income, Investment Strategies, Investment Management, Series 7, Alternative Investments, Series 63, Asset Allocation, Wealth Management, Finance, Strategic Financial..., Financial Services, Investment Advisory, Capital Markets, Hedge Funds, Securities
Education
Northeastern University 2001 — 2006
Bachelor of Science, Business Administration, Dual Concentration: Marketing & Management
Longmeadow High School 1998 — 2001
Alexander Schwan Alexander Schwan's Morgan Stanley Wealth Management Experience July 2013 - Present
Job Finance, Marketing, Management, and Entreprenuer
Industry Food Production
Experience
Morgan Stanley Wealth Management July 2013 - Present
Institute for Preparing Heirs July 2013 - Present
EquipNet July 2011 - December 2011
Abercrombie & Fitch October 2009 - June 2010
Cena to Go April 2007 - October 2007
Skills
Marketing Strategy, Marketing, Social Media, Market Research, Microsoft Office, Social Media Marketing, Training, Research, Finance, Microsoft Excel, New Business Development, Strategic Planning, Data Analysis, Leadership, Sales
Education
Northeastern University 2009 — 2015
BS in Business Administration, Business Administration
Northeastern University 2009 — 2014
Business Admin, Business
Morgan Stanley Wealth Management July 2013 - Present
Institute for Preparing Heirs July 2013 - Present
EquipNet July 2011 - December 2011
Abercrombie & Fitch October 2009 - June 2010
Cena to Go April 2007 - October 2007
Skills
Marketing Strategy, Marketing, Social Media, Market Research, Microsoft Office, Social Media Marketing, Training, Research, Finance, Microsoft Excel, New Business Development, Strategic Planning, Data Analysis, Leadership, Sales
Education
Northeastern University 2009 — 2015
BS in Business Administration, Business Administration
Northeastern University 2009 — 2014
Business Admin, Business
Eli Gordon Eli Gordon's Morgan Stanley Wealth Management Experience June 2009 - August 2010
Job Juris Doctor Candidate
Industry Law Practice
Experience
The City of Miami Beach - Office of the City Attorney August 2015 - Present
Third District Court of Appeal May 2015 - August 2015
City Year August 2013 - June 2014
Office of the Attorney General of the State of New York June 2012 - August 2012
The Law Offices of Douglas Schnapp August 2011 - December 2011
Headline Media Management May 2011 - August 2011
Morgan Stanley Wealth Management June 2009 - August 2010
Skills
Microsoft Excel, Management, Legal Research, Microsoft Office, Legal Writing, Finance, Mediation, Public Speaking, Oral Arguments, Business Development, Entrepreneurship
Education
University of Miami School of Law 2014 — 2017
Doctor of Law (J.D.)
New York University 2009 — 2013
The City of Miami Beach - Office of the City Attorney August 2015 - Present
Third District Court of Appeal May 2015 - August 2015
City Year August 2013 - June 2014
Office of the Attorney General of the State of New York June 2012 - August 2012
The Law Offices of Douglas Schnapp August 2011 - December 2011
Headline Media Management May 2011 - August 2011
Morgan Stanley Wealth Management June 2009 - August 2010
Skills
Microsoft Excel, Management, Legal Research, Microsoft Office, Legal Writing, Finance, Mediation, Public Speaking, Oral Arguments, Business Development, Entrepreneurship
Education
University of Miami School of Law 2014 — 2017
Doctor of Law (J.D.)
New York University 2009 — 2013
Stalin D'Souza Stalin D'Souza's Morgan Stanley Wealth Management Experience April 2013 - Present
Job Vice President / Development Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2013 - Present
Morgan Stanley Wealth Management June 2009 - April 2013
Citi July 2005 - May 2009
SIAC January 2002 - June 2005
SIAC June 1999 - December 2001
SIAC July 1998 - May 1999
SIAC May 1997 - June 1998
SIAC June 1996 - May 1997
SIAC July 1995 - June 1996
Skills
SDLC, Requirements Analysis, SQL, Business Analysis, Requirements Gathering, Oracle, Software Development, Unix, Java, Software Project..., IT Strategy, Business Requirements, DB2
Education
Polytechnic University 1995 — 1999
Bachelor of Science (BS), Computer Engineering, 3.45
Brooklyn Technical Highschool 1990 — 1995
Electrical Engineering, Electrical Engineering
Morgan Stanley Wealth Management April 2013 - Present
Morgan Stanley Wealth Management June 2009 - April 2013
Citi July 2005 - May 2009
SIAC January 2002 - June 2005
SIAC June 1999 - December 2001
SIAC July 1998 - May 1999
SIAC May 1997 - June 1998
SIAC June 1996 - May 1997
SIAC July 1995 - June 1996
Skills
SDLC, Requirements Analysis, SQL, Business Analysis, Requirements Gathering, Oracle, Software Development, Unix, Java, Software Project..., IT Strategy, Business Requirements, DB2
Education
Polytechnic University 1995 — 1999
Bachelor of Science (BS), Computer Engineering, 3.45
Brooklyn Technical Highschool 1990 — 1995
Electrical Engineering, Electrical Engineering
Ellen Dale Ellen Dale's Morgan Stanley Wealth Management Experience May 2012 - Present
Job Registered Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2012 - Present
Merrill Lynch July 2011 - May 2012
Skills
Microsoft Office, Account Management, Morningstar, Salesforce.com, Financial Analysis
Education
North Carolina State University 2008 — 2011
Bachelor of Science (BS), Finance, General
Morgan Stanley Wealth Management May 2012 - Present
Merrill Lynch July 2011 - May 2012
Skills
Microsoft Office, Account Management, Morningstar, Salesforce.com, Financial Analysis
Education
North Carolina State University 2008 — 2011
Bachelor of Science (BS), Finance, General
Raj Beggs's Morgan Stanley Wealth Management Experience November 2011 - Present
Job Service Delivery Manager at Morgan Stanley Wealth Management
Industry Telecommunications
Experience
Morgan Stanley Wealth Management November 2011 - Present
Morgan Stanley Smith Barney June 2009 - November 2011
Citi Group February 2008 - June 2009
National Retail Systems, Inc October 2000 - February 2008
Skills
Vendor Management, Business Analysis, Process Improvement, VBA, Microsoft Office, Financial Modeling, SharePoint, Microsoft Excel, Visio, PMO, Program Management, IT Strategy, Data Analysis, Software Project..., Telecommunications, SDLC, Risk Management, ITIL, Project Management, Service Delivery, Project Portfolio..., PMP, MS Project, Project Delivery, Disaster Recovery, Team Leadership, IT Management, Management, Business Process..., IT Service Management
Education
New Jersey City University 2003 — 2009
BA, Media Arts
Morgan Stanley Wealth Management November 2011 - Present
Morgan Stanley Smith Barney June 2009 - November 2011
Citi Group February 2008 - June 2009
National Retail Systems, Inc October 2000 - February 2008
Skills
Vendor Management, Business Analysis, Process Improvement, VBA, Microsoft Office, Financial Modeling, SharePoint, Microsoft Excel, Visio, PMO, Program Management, IT Strategy, Data Analysis, Software Project..., Telecommunications, SDLC, Risk Management, ITIL, Project Management, Service Delivery, Project Portfolio..., PMP, MS Project, Project Delivery, Disaster Recovery, Team Leadership, IT Management, Management, Business Process..., IT Service Management
Education
New Jersey City University 2003 — 2009
BA, Media Arts
Andy A. Jaglall Andy A. Jaglall's Morgan Stanley Wealth Management Experience June 2004 - Present
Job Vice President, Corporate Equity Solutions Head of Release Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2004 - Present
Citi January 2009 - May 2009
Citi January 2008 - December 2008
Citi June 2004 - December 2007
Skills
SDLC, Business Requirements, Business Analysis, Offshoring, Financial Modeling, Requirements Gathering, Risk Mitigation, PMO, Brokerage, Executive Reporting, Process Improvement, Requirements Analysis, Stock, SharePoint, Agile Methodologies, Agile Project Management, Project Management, Project Planning, Problem Solving, Scrum, Agile & Waterfall..., Resource Management, Team Building, Team Leadership, Team Management, Stocks, Integration, Management, Vendor Management, Equities, Leadership, Software Project..., IT Strategy, Business Process..., Financial Services, Wealth Management, User Acceptance Testing, Project Delivery, Quality Assurance, Business Relationship..., IT Management, Options, Trading Systems, Portfolio Management, Securities, Project Portfolio..., Relationship Management, Executive Management, Outsourcing, Analysis
Education
New York Institute of Technology-Old Westbury 2001 — 2005
Bachelors of Science, Computer Science
Morgan Stanley Wealth Management June 2004 - Present
Citi January 2009 - May 2009
Citi January 2008 - December 2008
Citi June 2004 - December 2007
Skills
SDLC, Business Requirements, Business Analysis, Offshoring, Financial Modeling, Requirements Gathering, Risk Mitigation, PMO, Brokerage, Executive Reporting, Process Improvement, Requirements Analysis, Stock, SharePoint, Agile Methodologies, Agile Project Management, Project Management, Project Planning, Problem Solving, Scrum, Agile & Waterfall..., Resource Management, Team Building, Team Leadership, Team Management, Stocks, Integration, Management, Vendor Management, Equities, Leadership, Software Project..., IT Strategy, Business Process..., Financial Services, Wealth Management, User Acceptance Testing, Project Delivery, Quality Assurance, Business Relationship..., IT Management, Options, Trading Systems, Portfolio Management, Securities, Project Portfolio..., Relationship Management, Executive Management, Outsourcing, Analysis
Education
New York Institute of Technology-Old Westbury 2001 — 2005
Bachelors of Science, Computer Science
Cynthia Leonick Cynthia Leonick's Morgan Stanley Wealth Management Experience January 2013 - Present
Job Vice President/ Risk PM at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2013 - Present
Morgan Stanley Smith Barney May 2009 - Present
Citibank September 2002 - May 2009
TD Waterhouse 1998 - 2002
Skills
Financial Services, Risk Management, Portfolio Management, PMO, Project Portfolio..., Software Project..., IT Strategy, Program Management, Visio, Relationship Management, Requirements Analysis, Project Management, Wealth Management, Requirements Gathering, Process Improvement, Resource Management, Operational Risk..., SharePoint, SDLC, Trading Systems, Vendor Management, Business Analysis, PMP, Fixed Income, Equities
Education
Nassau Community College 1993 — 1996
Business Management, Marketing, Logic Design Theory
Morgan Stanley Wealth Management January 2013 - Present
Morgan Stanley Smith Barney May 2009 - Present
Citibank September 2002 - May 2009
TD Waterhouse 1998 - 2002
Skills
Financial Services, Risk Management, Portfolio Management, PMO, Project Portfolio..., Software Project..., IT Strategy, Program Management, Visio, Relationship Management, Requirements Analysis, Project Management, Wealth Management, Requirements Gathering, Process Improvement, Resource Management, Operational Risk..., SharePoint, SDLC, Trading Systems, Vendor Management, Business Analysis, PMP, Fixed Income, Equities
Education
Nassau Community College 1993 — 1996
Business Management, Marketing, Logic Design Theory
Louis Intorre's Morgan Stanley Wealth Management Experience May 2014 - April 2015
Job Information Security and Disaster Recovery Planning, Regeneron Pharmaceuticals
Industry Biotechnology
Experience
Regeneron Pharmaceuticals, Inc. May 2015 - Present
Graduate School of Business - Montclair State University January 2014 - Present
Morgan Stanley Wealth Management May 2014 - April 2015
Rutgers University April 2012 - January 2014
Skills
HTML, Java, Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, Outlook, SharePoint, Analysis, Teamwork, Microsoft Word, Social Media, Customer Service, Research, Social Networking, Leadership, Access, Time Management, Fundraising
Education
Montclair State University 2014 — 2016
Master of Business Administration (M.B.A.), Finance, and Management of Information Systems & Business Technology
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2013
Bachelor of Arts (B.A.), Information Technology & Informatics
Regeneron Pharmaceuticals, Inc. May 2015 - Present
Graduate School of Business - Montclair State University January 2014 - Present
Morgan Stanley Wealth Management May 2014 - April 2015
Rutgers University April 2012 - January 2014
Skills
HTML, Java, Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, Outlook, SharePoint, Analysis, Teamwork, Microsoft Word, Social Media, Customer Service, Research, Social Networking, Leadership, Access, Time Management, Fundraising
Education
Montclair State University 2014 — 2016
Master of Business Administration (M.B.A.), Finance, and Management of Information Systems & Business Technology
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2013
Bachelor of Arts (B.A.), Information Technology & Informatics
Mohammed Patel's Morgan Stanley Wealth Management Experience December 2013 - Present
Job Assistant Vice President, Aggregated Assets & Reporting at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley Wealth Management December 2013 - Present
Medivo October 2013 - December 2013
Verisk Analytics 2011 - October 2013
NJIT 2010 - 2011
Dormshares September 2009 - September 2010
New York Life Insurance Worldwide Ltd 2010 - 2010
Chelsea Technologies 2009 - 2009
TDBank North 2006 - 2009
Skills
Project Manager Intern, IT Help Desk Intern, Class President, Financial Services, Project Management, Non-profits, Customer Service, Help Desk Support, Visio, Management, Project Planning, Program Management, Nonprofits, Risk Management, Leadership, Analytics, Analysis, Entrepreneurship, Sales, Training, Software Documentation, Product Management, Budgets, Data Analysis, Cross-functional Team..., Access, Microsoft Excel, Account Management, SDLC, Process Improvement, Vendor Management, Time Management, Business Analysis, Databases, Team Leadership, CRM, Troubleshooting, SQL, Business Planning, Research, System Administration, Salesforce.com, Business Process..., MS Project, Requirements Analysis, SharePoint, Business Development, Business Intelligence, Requirements Gathering, Integration
Education
New Jersey Institute of Technology 2007 — 2011
Bachelor of Science (BS), Management Information Systems and Services
Eastern Regional High School 2003 — 2007
Morgan Stanley January 2015 - Present
Morgan Stanley Wealth Management December 2013 - Present
Medivo October 2013 - December 2013
Verisk Analytics 2011 - October 2013
NJIT 2010 - 2011
Dormshares September 2009 - September 2010
New York Life Insurance Worldwide Ltd 2010 - 2010
Chelsea Technologies 2009 - 2009
TDBank North 2006 - 2009
Skills
Project Manager Intern, IT Help Desk Intern, Class President, Financial Services, Project Management, Non-profits, Customer Service, Help Desk Support, Visio, Management, Project Planning, Program Management, Nonprofits, Risk Management, Leadership, Analytics, Analysis, Entrepreneurship, Sales, Training, Software Documentation, Product Management, Budgets, Data Analysis, Cross-functional Team..., Access, Microsoft Excel, Account Management, SDLC, Process Improvement, Vendor Management, Time Management, Business Analysis, Databases, Team Leadership, CRM, Troubleshooting, SQL, Business Planning, Research, System Administration, Salesforce.com, Business Process..., MS Project, Requirements Analysis, SharePoint, Business Development, Business Intelligence, Requirements Gathering, Integration
Education
New Jersey Institute of Technology 2007 — 2011
Bachelor of Science (BS), Management Information Systems and Services
Eastern Regional High School 2003 — 2007
Nure Useinoski Nure Useinoski's Morgan Stanley Wealth Management Experience June 2011 - September 2011
Job Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US October 2014 - Present
KPMG US October 2014 - Present
AT&T January 2012 - Present
Morgan Stanley Wealth Management June 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Windows, Time Management, Accounting, Sales, Outlook, Access, Financial Analysis, Finance
Education
Mount Saint Mary College 2012 — 2014
Master of Business Administration (M.B.A.), Accounting, 3.8
Mount Saint Mary College 2009 — 2012
Bachelor's Degree, Accounting, 3.7
KPMG US October 2014 - Present
KPMG US October 2014 - Present
AT&T January 2012 - Present
Morgan Stanley Wealth Management June 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Windows, Time Management, Accounting, Sales, Outlook, Access, Financial Analysis, Finance
Education
Mount Saint Mary College 2012 — 2014
Master of Business Administration (M.B.A.), Accounting, 3.8
Mount Saint Mary College 2009 — 2012
Bachelor's Degree, Accounting, 3.7
Kenneth F. Brown Kenneth F. Brown's Morgan Stanley Wealth Management Experience 1994 - 2001
Job Financial Consultant Helping Those I Work With To Define And Achieve Their Financial Goals; Seeking New Opportunity
Industry Financial Services
Experience
New York Community Bancorp, Inc. (NYCB) 2014 - 2015
Ameriprise Financial Services, Inc. 2013 - 2013
Israel Discount Bank 2005 - 2013
Bank of America 2003 - 2005
UBS 2001 - 2003
Morgan Stanley Wealth Management 1994 - 2001
Skills
Wealth Management, Financial Adv, Investments, Retirement Planning, Financial Services, Management, Portfolio Management, Analysis, Banking, Marketing Strategy, Credit, Risk Management, Program Management, Marketing, Restructuring, Human Resources, SDLC, Small Business, Financial Advisory, Financial Analysis, Finance, Credit Analysis, Loans
Education
Northeastern University 1968 — 1973
Bachelor’s Degree
Stuyvesant High School 1965 — 1968
High School
New York Community Bancorp, Inc. (NYCB) 2014 - 2015
Ameriprise Financial Services, Inc. 2013 - 2013
Israel Discount Bank 2005 - 2013
Bank of America 2003 - 2005
UBS 2001 - 2003
Morgan Stanley Wealth Management 1994 - 2001
Skills
Wealth Management, Financial Adv, Investments, Retirement Planning, Financial Services, Management, Portfolio Management, Analysis, Banking, Marketing Strategy, Credit, Risk Management, Program Management, Marketing, Restructuring, Human Resources, SDLC, Small Business, Financial Advisory, Financial Analysis, Finance, Credit Analysis, Loans
Education
Northeastern University 1968 — 1973
Bachelor’s Degree
Stuyvesant High School 1965 — 1968
High School
Daniela Castellanos Daniela Castellanos's Morgan Stanley Wealth Management Experience July 2013 - Present
Job Business Analyst at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management July 2013 - Present
Manhattan Contractors Corp October 2009 - March 2013
Planet Honda July 2007 - December 2011
Planet Honda 2007 - 2011
Essex County Prosecutor's Office 2009 - 2009
Skills
Microsoft Word, Microsoft Excel, QuickBooks, SSPS, Abacus, Westlaw, TimeMap, Microsoft Suites, Negotiation, Calendaring, File Management, Spreadsheets, Sales
Education
Montclair State University 2006 — 2008
BA, Justice
Morgan Stanley Wealth Management July 2013 - Present
Manhattan Contractors Corp October 2009 - March 2013
Planet Honda July 2007 - December 2011
Planet Honda 2007 - 2011
Essex County Prosecutor's Office 2009 - 2009
Skills
Microsoft Word, Microsoft Excel, QuickBooks, SSPS, Abacus, Westlaw, TimeMap, Microsoft Suites, Negotiation, Calendaring, File Management, Spreadsheets, Sales
Education
Montclair State University 2006 — 2008
BA, Justice
Damon Yoder Damon Yoder's Morgan Stanley Wealth Management Experience November 2013 - Present
Job Technology Training Specialist at Morgan Stanley Wealth Management
Industry Financial Services
Experience
MVNU Business Advisory Board August 2014 - Present
Morgan Stanley November 2013 - Present
Morgan Stanley Wealth Management November 2013 - Present
The Escape Zone September 2011 - May 2013
Enactus 2011 - May 2013
Yoder Lumber Co. Inc June 2012 - December 2012
NWK Windows June 2008 - March 2009
Skills
Public Speaking, Microsoft Office, Peachtree, Sports Coaching, Organization, PowerPoint, Microsoft Word, Microsoft Excel, Financial Analysis, Financial Reporting, Accounting, Financial Accounting, Access, Time Management, Finance, Leadership
Education
Mount Vernon Nazarene University 2009 — 2013
Bachelor of Science (B.S.), Finance and Financial Management Services
Mount Vernon Nazarene University 2009 — 2013
Bachelor of Science (B.S.), Accounting
MVNU Business Advisory Board August 2014 - Present
Morgan Stanley November 2013 - Present
Morgan Stanley Wealth Management November 2013 - Present
The Escape Zone September 2011 - May 2013
Enactus 2011 - May 2013
Yoder Lumber Co. Inc June 2012 - December 2012
NWK Windows June 2008 - March 2009
Skills
Public Speaking, Microsoft Office, Peachtree, Sports Coaching, Organization, PowerPoint, Microsoft Word, Microsoft Excel, Financial Analysis, Financial Reporting, Accounting, Financial Accounting, Access, Time Management, Finance, Leadership
Education
Mount Vernon Nazarene University 2009 — 2013
Bachelor of Science (B.S.), Finance and Financial Management Services
Mount Vernon Nazarene University 2009 — 2013
Bachelor of Science (B.S.), Accounting
Gary Crayton Gary Crayton's Morgan Stanley Wealth Management Experience January 2000 - February 2001
Job Infrastructure Project Manager at UBS
Industry Information Technology and Services
Experience
UBS July 2014 - Present
Santander Bank, N.A. May 2013 - June 2014
Citi September 2011 - March 2012
iFT, LLC September 2010 - September 2011
Capital One May 2007 - July 2010
Capital One May 2007 - July 2010
JPMorgan Chase March 2001 - January 2004
Morgan Stanley Wealth Management January 2000 - February 2001
Skills
Banking, Finance, Commercial Banking, Portfolio Management, Credit, Financial Services, Credit Analysis, Loans, Business Development, Retail Banking, Equities, Relationship Management, Risk Management, Sales, Commercial Lending, Cash Management, Mortgage Lending, Financial Risk, Cross Selling, Credit Risk, Capital Markets, Mutual Funds, Investment Strategies, Investments, Wealth Management, Treasury Management, Small Business Lending, Currency, Trading Strategies, FX Options, ITIL, FX, Business Analysis, APMP, MS Excel Pivot Tables, Microsoft Excel, Financial Analysis, Investment Banking, Project Management, Leadership, Management, Customer Service, Trading, Microsoft Office
Education
FDM Group 2013 — 2014
Murex Support Analyst/Business Analyst/PMO
NYU
Economics
The Ohio State University
Computer and Information Sciences and Support Services
UBS July 2014 - Present
Santander Bank, N.A. May 2013 - June 2014
Citi September 2011 - March 2012
iFT, LLC September 2010 - September 2011
Capital One May 2007 - July 2010
Capital One May 2007 - July 2010
JPMorgan Chase March 2001 - January 2004
Morgan Stanley Wealth Management January 2000 - February 2001
Skills
Banking, Finance, Commercial Banking, Portfolio Management, Credit, Financial Services, Credit Analysis, Loans, Business Development, Retail Banking, Equities, Relationship Management, Risk Management, Sales, Commercial Lending, Cash Management, Mortgage Lending, Financial Risk, Cross Selling, Credit Risk, Capital Markets, Mutual Funds, Investment Strategies, Investments, Wealth Management, Treasury Management, Small Business Lending, Currency, Trading Strategies, FX Options, ITIL, FX, Business Analysis, APMP, MS Excel Pivot Tables, Microsoft Excel, Financial Analysis, Investment Banking, Project Management, Leadership, Management, Customer Service, Trading, Microsoft Office
Education
FDM Group 2013 — 2014
Murex Support Analyst/Business Analyst/PMO
NYU
Economics
The Ohio State University
Computer and Information Sciences and Support Services
Brett Pandelo Brett Pandelo's Morgan Stanley Wealth Management Experience September 2013 - Present
Job Investment Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2013 - Present
MorganStanley SmithBarney LLC January 2009 - Present
Morgan Stanley February 2007 - January 2009
PrimeVest Financial Services June 2005 - February 2007
Skills
Series 7, Series 63, Uniform Combined State..., Mutual Funds, Securities, Retirement Planning, Retirement, Fixed Annuities, Financial Advisory, Investments, Equities, Financial Services, Series 6, Strategic Financial..., 401k, Insurance, Asset Managment, Wealth Management, Banking, Fixed Income
Education
New York Institute of Technology-Old Westbury
Bachlors Degree, Business Administration
Morgan Stanley Wealth Management September 2013 - Present
MorganStanley SmithBarney LLC January 2009 - Present
Morgan Stanley February 2007 - January 2009
PrimeVest Financial Services June 2005 - February 2007
Skills
Series 7, Series 63, Uniform Combined State..., Mutual Funds, Securities, Retirement Planning, Retirement, Fixed Annuities, Financial Advisory, Investments, Equities, Financial Services, Series 6, Strategic Financial..., 401k, Insurance, Asset Managment, Wealth Management, Banking, Fixed Income
Education
New York Institute of Technology-Old Westbury
Bachlors Degree, Business Administration
Akin Oladipo's Morgan Stanley Wealth Management Experience September 2012 - July 2013
Job System Administrator at ADT
Industry Computer Networking
Experience
ADT August 2014 - Present
KeyoTel Global Communications February 2014 - July 2014
Agape Solutions July 2013 - January 2014
Morgan Stanley Wealth Management September 2012 - July 2013
Morgan Stanley Smith Barney January 2010 - September 2012
Citi August 2005 - January 2010
Primary Knowledge 2000 - 2001
Skills
Vendor Management, Help Desk Implementation, Disaster Recovery, Trading Systems, Customer Service, Sybase, Software Project..., SharePoint, Enterprise Architecture, ITIL, XP, Windows 7, Data Center, VMware, Windows, Infrastructure, HP, VoIP, Software Installation, Servers, Windows Server, OS X, Laptops, Unix, IT Operations, Active Directory, Windows XP, System Deployment, Visio, IT Management
Education
New Jersey Institute of Technology 1996 — 2000
Bachelor of Science (BSc), Electrical and Electronics Engineering
Obafemi Awolowo University 1991 — 1994
Bachelor of Science (BSc), Electrical and Electronics Engineering
Command Day Secondary School 1985 — 1989
High school Diploma
ADT August 2014 - Present
KeyoTel Global Communications February 2014 - July 2014
Agape Solutions July 2013 - January 2014
Morgan Stanley Wealth Management September 2012 - July 2013
Morgan Stanley Smith Barney January 2010 - September 2012
Citi August 2005 - January 2010
Primary Knowledge 2000 - 2001
Skills
Vendor Management, Help Desk Implementation, Disaster Recovery, Trading Systems, Customer Service, Sybase, Software Project..., SharePoint, Enterprise Architecture, ITIL, XP, Windows 7, Data Center, VMware, Windows, Infrastructure, HP, VoIP, Software Installation, Servers, Windows Server, OS X, Laptops, Unix, IT Operations, Active Directory, Windows XP, System Deployment, Visio, IT Management
Education
New Jersey Institute of Technology 1996 — 2000
Bachelor of Science (BSc), Electrical and Electronics Engineering
Obafemi Awolowo University 1991 — 1994
Bachelor of Science (BSc), Electrical and Electronics Engineering
Command Day Secondary School 1985 — 1989
High school Diploma
John Villani's Morgan Stanley Wealth Management Experience March 2014 - Present
Job Private Banker, Morgan Stanley Private Bank
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2014 - Present
Morgan Stanley August 2010 - Present
Wachovia, A Wells Fargo Company June 2008 - July 2010
JPMorgan Chase October 2006 - May 2008
Skills
Series 7, Series 63, Private Banking, Credit, Wealth Management, Commercial Lending, Mortgage, Asset Based Lending, Hedge Funds, Mortgage Lending, Retirement Planning, Credit Analysis, Wealth Management..., Investments, Portfolio Management, Banking, Investment Strategies, Asset Allocation, Loan Origination, Strategic Financial..., Finance, Loans, Securities, Mutual Funds, Residential Mortgages, Fixed Income, High Net Worth..., Asset Management, Investment Advisory, Uniform Combined State..., Equities, Financial Services, Financial Advisory, Capital Markets, Bonds, Lines Of Credit, FINRA, Derivatives, Financial Markets, Alternative Investments, Wealth, Financial Risk, Commercial Banking, Bloomberg, Securities Lending, Consumer Lending, Mortgage Banking, Hedging, Cash Management, Risk Management
Education
NYU 2011 — 2013
Credit analysis, Credit Analysis
Saint John's University 1998 — 2001
Bachelor of Science (BS), Criminal Justice, Business Adminstration
Morgan Stanley Wealth Management March 2014 - Present
Morgan Stanley August 2010 - Present
Wachovia, A Wells Fargo Company June 2008 - July 2010
JPMorgan Chase October 2006 - May 2008
Skills
Series 7, Series 63, Private Banking, Credit, Wealth Management, Commercial Lending, Mortgage, Asset Based Lending, Hedge Funds, Mortgage Lending, Retirement Planning, Credit Analysis, Wealth Management..., Investments, Portfolio Management, Banking, Investment Strategies, Asset Allocation, Loan Origination, Strategic Financial..., Finance, Loans, Securities, Mutual Funds, Residential Mortgages, Fixed Income, High Net Worth..., Asset Management, Investment Advisory, Uniform Combined State..., Equities, Financial Services, Financial Advisory, Capital Markets, Bonds, Lines Of Credit, FINRA, Derivatives, Financial Markets, Alternative Investments, Wealth, Financial Risk, Commercial Banking, Bloomberg, Securities Lending, Consumer Lending, Mortgage Banking, Hedging, Cash Management, Risk Management
Education
NYU 2011 — 2013
Credit analysis, Credit Analysis
Saint John's University 1998 — 2001
Bachelor of Science (BS), Criminal Justice, Business Adminstration
Anne Bolton Anne Bolton's Morgan Stanley Wealth Management Experience June 2002 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2002 - Present
Lexmark International March 1991 - February 2001
Education
Mount Holyoke College 1968 — 1972
B.A., Economics
Morgan Stanley Wealth Management June 2002 - Present
Lexmark International March 1991 - February 2001
Education
Mount Holyoke College 1968 — 1972
B.A., Economics
Jason Rosenthal Jason Rosenthal's Morgan Stanley Wealth Management Experience August 2012 - May 2013
Job REO Analyst at Rialto Capital Management
Industry Real Estate
Experience
Rialto Capital Management May 2015 - Present
Commercial Division at Keller Williams NYC August 2014 - April 2015
Split, Inc. October 2013 - October 2014
Merrill Lynch September 2013 - November 2013
Emerald Creek Capital June 2013 - October 2013
Morgan Stanley Wealth Management August 2012 - May 2013
Elite XP June 2012 - August 2012
MakeDirect June 2012 - August 2012
MSR Investments June 2011 - September 2011
717 Enterprises June 2011 - August 2011
Skills
PowerPoint, Investments, Financial Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, International Economics, Business Strategy, Retirement Planning, Data Analysis, Financial Modeling, Political Science, Marketing Strategy, Economic Development, Business Analysis, Statistics, Follow Through, Facebook, Commercial Real Estate, Conscientious, Highly motivated..., Political Economy, New Business Development, European History, Calculus, Economic Capital, Social Media, Public Speaking, Marketing, Sales, Real Estate, Customer Service
Education
New York University 2011 — 2014
Bachelor of Arts (B.A.), Economics, Politics, Business Studies
Southern Methodist University 2010 — 2011
Bachelor of Science (B.S.), Economics
Tampa Preparatory School 2006 — 2010
Rialto Capital Management May 2015 - Present
Commercial Division at Keller Williams NYC August 2014 - April 2015
Split, Inc. October 2013 - October 2014
Merrill Lynch September 2013 - November 2013
Emerald Creek Capital June 2013 - October 2013
Morgan Stanley Wealth Management August 2012 - May 2013
Elite XP June 2012 - August 2012
MakeDirect June 2012 - August 2012
MSR Investments June 2011 - September 2011
717 Enterprises June 2011 - August 2011
Skills
PowerPoint, Investments, Financial Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, International Economics, Business Strategy, Retirement Planning, Data Analysis, Financial Modeling, Political Science, Marketing Strategy, Economic Development, Business Analysis, Statistics, Follow Through, Facebook, Commercial Real Estate, Conscientious, Highly motivated..., Political Economy, New Business Development, European History, Calculus, Economic Capital, Social Media, Public Speaking, Marketing, Sales, Real Estate, Customer Service
Education
New York University 2011 — 2014
Bachelor of Arts (B.A.), Economics, Politics, Business Studies
Southern Methodist University 2010 — 2011
Bachelor of Science (B.S.), Economics
Tampa Preparatory School 2006 — 2010
Sanjay Christian Sanjay Christian's Morgan Stanley Wealth Management Experience 2004 - 2013
Job
Industry
Experience
Platts November 2014 - Present
The Lathe 2013 - 2014
Morgan Stanley Wealth Management 2004 - 2013
Instinet Incorporated September 2001 - June 2004
Surepay - FirstData Corp May 2001 - February 2002
GoCargo.com January 2000 - June 2001
Deutsche Bank June 1998 - January 2000
BNY Mellon April 1994 - June 1998
Western Union April 1992 - June 1994
BAE Systems 1991 - 1993
Skills
Wealth Management, Portfolio Management, Fixed Income, Equities, Asset Management, Capital Markets, Derivatives, Investments, Options, Series 7, Trading Systems, Securities, Project Management, Electronic Trading, Equity Derivatives, Equity Trading, Business Analysis, SDLC, Vendor Management, Management, IT Strategy
Education
Stevens Institute of Technology 1991 — 1994
Master of Science (MS), Computer Science
Polytechnic University 1988 — 1991
Bachelor of Science (BS), Electrical and Electronics Engineering
Platts November 2014 - Present
The Lathe 2013 - 2014
Morgan Stanley Wealth Management 2004 - 2013
Instinet Incorporated September 2001 - June 2004
Surepay - FirstData Corp May 2001 - February 2002
GoCargo.com January 2000 - June 2001
Deutsche Bank June 1998 - January 2000
BNY Mellon April 1994 - June 1998
Western Union April 1992 - June 1994
BAE Systems 1991 - 1993
Skills
Wealth Management, Portfolio Management, Fixed Income, Equities, Asset Management, Capital Markets, Derivatives, Investments, Options, Series 7, Trading Systems, Securities, Project Management, Electronic Trading, Equity Derivatives, Equity Trading, Business Analysis, SDLC, Vendor Management, Management, IT Strategy
Education
Stevens Institute of Technology 1991 — 1994
Master of Science (MS), Computer Science
Polytechnic University 1988 — 1991
Bachelor of Science (BS), Electrical and Electronics Engineering
Carrie Philips Carrie Philips's Morgan Stanley Wealth Management Experience June 2012 - Present
Job Senior Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2012 - Present
Morgan Stanley Wealth Management December 2008 - June 2012
Merrill Lynch December 2005 - November 2008
Skills
Series 7, Series 63, Wealth Management, Retirement Planning, Mutual Funds, Asset Allocation, Securities, Investments, FINRA, Retirement, Equities
Education
Northwestern University 2001 — 2005
Bachelor of Science (BS), Journalism
Morgan Stanley Wealth Management June 2012 - Present
Morgan Stanley Wealth Management December 2008 - June 2012
Merrill Lynch December 2005 - November 2008
Skills
Series 7, Series 63, Wealth Management, Retirement Planning, Mutual Funds, Asset Allocation, Securities, Investments, FINRA, Retirement, Equities
Education
Northwestern University 2001 — 2005
Bachelor of Science (BS), Journalism
Anne Marie Cooley Anne Marie Cooley's Morgan Stanley Wealth Management Experience November 2010 - January 2013
Job Financial Professional Associate at Prudential
Industry Financial Services
Experience
Prudential Financial February 2014 - Present
NYC Parent Academy December 2013 - June 2015
Management Services January 2013 - February 2014
Morgan Stanley Wealth Management November 2010 - January 2013
Financial IT Recruiting Firm February 2008 - November 2010
Freeborders October 2005 - January 2008
WestLB AG / WestLB Systems 2001 - 2005
Alltel Information Services 1997 - 2001
Skills
Visio, Business Process, Software Documentation, Internal Controls, Fixed Income, Business Analysis, Equities, Investment Banking, SDLC, Capital Markets, Trading Systems, Derivatives, Auditing, Vendor Management, Project Management, CRM, User Acceptance Testing, Quality Assurance, Data Analysis, Requirements Gathering
Education
New York University
M.A., Professional Services / Counseling
LeMoyne College
B.A., Psychology / Biology
Prudential Financial February 2014 - Present
NYC Parent Academy December 2013 - June 2015
Management Services January 2013 - February 2014
Morgan Stanley Wealth Management November 2010 - January 2013
Financial IT Recruiting Firm February 2008 - November 2010
Freeborders October 2005 - January 2008
WestLB AG / WestLB Systems 2001 - 2005
Alltel Information Services 1997 - 2001
Skills
Visio, Business Process, Software Documentation, Internal Controls, Fixed Income, Business Analysis, Equities, Investment Banking, SDLC, Capital Markets, Trading Systems, Derivatives, Auditing, Vendor Management, Project Management, CRM, User Acceptance Testing, Quality Assurance, Data Analysis, Requirements Gathering
Education
New York University
M.A., Professional Services / Counseling
LeMoyne College
B.A., Psychology / Biology
Jessica Jung Jessica Jung's Morgan Stanley Wealth Management Experience November 2011 - August 2013
Job Project Manager at IPG
Industry Information Technology and Services
Experience
IPG November 2013 - Present
Thomson Reuters August 2013 - November 2013
Morgan Stanley Wealth Management November 2011 - August 2013
Wells Fargo October 2009 - June 2011
Kaiser Permanente IT October 2008 - July 2009
Kaiser Permanente IT October 2008 - January 2009
Pelican Products, Inc. March 2008 - July 2008
Pfizer Pharmaceuticals September 2006 - March 2007
New York University 2003 - 2006
Skills
Process Improvement, Program Management, ITIL, Data Center, Project Management, Disaster Recovery, Budgets, Cloud Computing, SDLC, SAP, Vendor Management, Business Analysis, Project Portfolio..., PMP, Requirements Analysis, Visio, IT Strategy, Software Project...
Education
New York University 2002 — 2006
IPG November 2013 - Present
Thomson Reuters August 2013 - November 2013
Morgan Stanley Wealth Management November 2011 - August 2013
Wells Fargo October 2009 - June 2011
Kaiser Permanente IT October 2008 - July 2009
Kaiser Permanente IT October 2008 - January 2009
Pelican Products, Inc. March 2008 - July 2008
Pfizer Pharmaceuticals September 2006 - March 2007
New York University 2003 - 2006
Skills
Process Improvement, Program Management, ITIL, Data Center, Project Management, Disaster Recovery, Budgets, Cloud Computing, SDLC, SAP, Vendor Management, Business Analysis, Project Portfolio..., PMP, Requirements Analysis, Visio, IT Strategy, Software Project...
Education
New York University 2002 — 2006
Mayra Ansaldi Mayra Ansaldi's Morgan Stanley Wealth Management Experience February 2003 - Present
Job Sr. Registered Associate
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2003 - Present
Education
Northeastern University
Morgan Stanley Wealth Management February 2003 - Present
Education
Northeastern University
Joe Masi Joe Masi's Morgan Stanley Wealth Management Experience February 2012 - Present
Job Director/Team Lead, AntiMoney Laundering at Morgan Stanley Wealth Management
Industry Law Practice
Experience
Morgan Stanley Wealth Management February 2012 - Present
Morgan Stanley Smith Barney May 2011 - February 2012
MF Global January 2011 - April 2011
New York State Supreme Court - Richmond County October 2009 - January 2011
Robert Half Legal - Bloomberg Law February 2009 - July 2009
Tagliaferro & LoPresti LLP September 2007 - October 2008
New York Law School - Prof. Jeffrey Haas May 2007 - August 2007
Richmond County District Attorney's Office May 2006 - August 2006
Skills
Legal Research, Courts, Legal Writing, Hedge Funds, Fraud, AML, Mergers & Acquisitions, Analysis, FINRA
Education
New York Law School 2010 — 2011
L.L.M., Financial Services Law
New York Law School 2005 — 2008
JD, Business Law
Villanova University 2001 — 2005
B.S., Finance
Morgan Stanley Wealth Management February 2012 - Present
Morgan Stanley Smith Barney May 2011 - February 2012
MF Global January 2011 - April 2011
New York State Supreme Court - Richmond County October 2009 - January 2011
Robert Half Legal - Bloomberg Law February 2009 - July 2009
Tagliaferro & LoPresti LLP September 2007 - October 2008
New York Law School - Prof. Jeffrey Haas May 2007 - August 2007
Richmond County District Attorney's Office May 2006 - August 2006
Skills
Legal Research, Courts, Legal Writing, Hedge Funds, Fraud, AML, Mergers & Acquisitions, Analysis, FINRA
Education
New York Law School 2010 — 2011
L.L.M., Financial Services Law
New York Law School 2005 — 2008
JD, Business Law
Villanova University 2001 — 2005
B.S., Finance
Todd Sajauskas Todd Sajauskas's Morgan Stanley Wealth Management Experience March 2006 - Present
Job Portfolio Management Associate
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2006 - Present
Disabled Sports USA January 2004 - March 2006
Skills
Mutual Funds, Financial Analysis, Series 7, Investments, Asset Managment, Alternative Investments, Equities, Bloomberg, Wealth Management, Asset Allocation, Portfolio Management, Microsoft Excel, Fixed Income, Hedge Funds, Investment Management, Financial Reporting, Securities, Cash Management, Investment Advisory, Capital Markets, Retirement Planning, ETFs, Financial Planners, 401k, PowerPoint, Financial Statement..., Series 65, Uniform Combined State...
Education
Mount Saint Mary's College 2000 — 2004
BS, Business, Concentration in Finance
Centennial High School, Ellicott City, MD 1996 — 2000
Morgan Stanley Wealth Management March 2006 - Present
Disabled Sports USA January 2004 - March 2006
Skills
Mutual Funds, Financial Analysis, Series 7, Investments, Asset Managment, Alternative Investments, Equities, Bloomberg, Wealth Management, Asset Allocation, Portfolio Management, Microsoft Excel, Fixed Income, Hedge Funds, Investment Management, Financial Reporting, Securities, Cash Management, Investment Advisory, Capital Markets, Retirement Planning, ETFs, Financial Planners, 401k, PowerPoint, Financial Statement..., Series 65, Uniform Combined State...
Education
Mount Saint Mary's College 2000 — 2004
BS, Business, Concentration in Finance
Centennial High School, Ellicott City, MD 1996 — 2000
Simardeep Sethi Simardeep Sethi's Morgan Stanley Wealth Management Experience March 2010 - February 2013
Job VP. Business Relations at Duke Imports Inc.
Industry Information Technology and Services
Experience
Duke Imports Inc. March 2013 - Present
Morgan Stanley Wealth Management March 2010 - February 2013
ERP Solutions Group Inc. April 2009 - December 2009
Optima Technology Partners June 2007 - March 2009
Franklin First Financial December 2006 - June 2007
Precision Financial Inc. September 2003 - December 2006
Global Home Loans and Finance (AKA: Global Consultants Direct) November 1999 - September 2003
Skills
Vendor Management, Project Management, HP Project Portfolio..., Microsoft Excel, Microsoft Visio, Microsoft SharePoint, SharePoint, Visio, Team Leadership, Leadership, Management, Disaster Recovery, Training, Business Analysis, Networking, Business Development, ERP, Analysis, Outsourcing, Start-ups, Team Building, Strategy
Education
The Chubb Institute 1998 — 1999
Diploma, Networking and Data Communications
SUNY Old Westbury 1993 — 1997
Bachelors, Accounting / Business Administration
Nassau Community College 1992 — 1993
Associates, Accounting / Business Administration
Jericho High School 1989 — 1992
Delhi Public School - Mathura Road 1979 — 1989
Duke Imports Inc. March 2013 - Present
Morgan Stanley Wealth Management March 2010 - February 2013
ERP Solutions Group Inc. April 2009 - December 2009
Optima Technology Partners June 2007 - March 2009
Franklin First Financial December 2006 - June 2007
Precision Financial Inc. September 2003 - December 2006
Global Home Loans and Finance (AKA: Global Consultants Direct) November 1999 - September 2003
Skills
Vendor Management, Project Management, HP Project Portfolio..., Microsoft Excel, Microsoft Visio, Microsoft SharePoint, SharePoint, Visio, Team Leadership, Leadership, Management, Disaster Recovery, Training, Business Analysis, Networking, Business Development, ERP, Analysis, Outsourcing, Start-ups, Team Building, Strategy
Education
The Chubb Institute 1998 — 1999
Diploma, Networking and Data Communications
SUNY Old Westbury 1993 — 1997
Bachelors, Accounting / Business Administration
Nassau Community College 1992 — 1993
Associates, Accounting / Business Administration
Jericho High School 1989 — 1992
Delhi Public School - Mathura Road 1979 — 1989
Tad Raudman's Morgan Stanley Wealth Management Experience August 2015 - Present
Job Financial Adviser Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2015 - Present
University Preparatory School August 2008 - July 2015
Skills
Classroom Management, Teaching, Curriculum Design, Lesson Planning, Curriculum Development, Coaching, Research, Marketing, Educational Technology
Education
National University 2000 — 2007
California Administrative Services SC1A, Single Subject California Professional Clear, Educational Leadership and Administration, Education technology and Secondary Education
Simpson University 2002 — 2003
California Professional Clear Teaching Credential, Secondary Education and Teaching
UCSC 1991 — 1995
Bachelor of Arts (B.A.), Biology, General
Morgan Stanley Wealth Management August 2015 - Present
University Preparatory School August 2008 - July 2015
Skills
Classroom Management, Teaching, Curriculum Design, Lesson Planning, Curriculum Development, Coaching, Research, Marketing, Educational Technology
Education
National University 2000 — 2007
California Administrative Services SC1A, Single Subject California Professional Clear, Educational Leadership and Administration, Education technology and Secondary Education
Simpson University 2002 — 2003
California Professional Clear Teaching Credential, Secondary Education and Teaching
UCSC 1991 — 1995
Bachelor of Arts (B.A.), Biology, General
Ankeet Patel Ankeet Patel's Morgan Stanley Wealth Management Experience July 2014 - Present
Job Business Management Consultant
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2014 - Present
Morgan Stanley Wealth Management December 2013 - July 2014
Bloomberg LP January 2013 - July 2013
Bloomberg LP August 2012 - December 2012
Bursar's Office November 2009 - May 2011
Skills
Bloomberg Terminal, Microsoft Office, Customer Service, Photoshop, Matlab, Microsoft Excel, Analysis, PowerPoint, Finance, Series 7, Time Management, Accounting, Management, Training, Bloomberg, Social Media
Education
New Jersey Institute of Technology 2008 — 2012
Bachelor of Science (B.S.), Finance
South Brunswick High School 2004 — 2008
Morgan Stanley Wealth Management July 2014 - Present
Morgan Stanley Wealth Management December 2013 - July 2014
Bloomberg LP January 2013 - July 2013
Bloomberg LP August 2012 - December 2012
Bursar's Office November 2009 - May 2011
Skills
Bloomberg Terminal, Microsoft Office, Customer Service, Photoshop, Matlab, Microsoft Excel, Analysis, PowerPoint, Finance, Series 7, Time Management, Accounting, Management, Training, Bloomberg, Social Media
Education
New Jersey Institute of Technology 2008 — 2012
Bachelor of Science (B.S.), Finance
South Brunswick High School 2004 — 2008
Jeremy Morrison Jeremy Morrison's Morgan Stanley Wealth Management Experience October 2014 - Present
Job Foreign Currency Analyst at Morgan Stanley.
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2014 - Present
Morgan Stanley Wealth Management August 2013 - September 2014
Skills
Microsoft Office, Turbo Tax, Customer Service, Bloomberg, CAGE, Securities, Equities, Financial Services, Trading, Banking, Microsoft Word, PowerPoint, Euroclear, CitiDirect, QuickBooks
Education
Mount Saint Mary College 2008 — 2012
Bachelor of Science (BS), Accounting and Finance
Morgan Stanley Wealth Management October 2014 - Present
Morgan Stanley Wealth Management August 2013 - September 2014
Skills
Microsoft Office, Turbo Tax, Customer Service, Bloomberg, CAGE, Securities, Equities, Financial Services, Trading, Banking, Microsoft Word, PowerPoint, Euroclear, CitiDirect, QuickBooks
Education
Mount Saint Mary College 2008 — 2012
Bachelor of Science (BS), Accounting and Finance
Barbara Davis, CFP Barbara Davis, CFP's Morgan Stanley Wealth Management Experience November 2011 - September 2013
Job Financial Advisor at LPL Financial, Certified Financial Planner
Industry Investment Management
Experience
Elam Financial Group September 2014 - Present
Morgan Stanley Wealth Management November 2011 - September 2013
Ameriprise Financial Services, Inc. June 1982 - November 2011
Skills
Public Speaking, Strategic Planning, Fee Based Planning, Wealth Management, Investments, Life Insurance, Retirement Planning, Estate Planning, Tax Planning, Personal Financial..., Securities, Marketing, Financial Workshops and..., Finance
Education
Newberry College 1975 — 1979
Bachelor’s Degree, Sociology
Elam Financial Group September 2014 - Present
Morgan Stanley Wealth Management November 2011 - September 2013
Ameriprise Financial Services, Inc. June 1982 - November 2011
Skills
Public Speaking, Strategic Planning, Fee Based Planning, Wealth Management, Investments, Life Insurance, Retirement Planning, Estate Planning, Tax Planning, Personal Financial..., Securities, Marketing, Financial Workshops and..., Finance
Education
Newberry College 1975 — 1979
Bachelor’s Degree, Sociology
Brianna Jones Brianna Jones's Morgan Stanley Wealth Management Experience May 2014 - August 2014
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Unum November 2014 - May 2015
Nichols College March 2013 - May 2015
Nichols College August 2011 - May 2015
Morgan Stanley Wealth Management May 2014 - August 2014
Brookstone Wealth Management August 2013 - August 2014
North Mill Equipment Finance LLC June 2013 - August 2013
Armani Exchange May 2011 - August 2013
Tavares & Associates January 2013 - March 2013
Skills
Microsoft Office, Marketing, Sales, Customer Service, QuickBooks, Public Speaking, Research, Teamwork, Time Management, Marketing Communications, Team Leadership, Microsoft Excel, Microsoft Word, PowerPoint, Data Entry, Social Networking, Leadership, Social Media
Education
Nichols College 2011 — 2015
Bachelor of Science (B.S.), Marketing and Finance
Westhill High School 2009 — 2011
High School Diploma
Fidelity Investments May 2015 - Present
Unum November 2014 - May 2015
Nichols College March 2013 - May 2015
Nichols College August 2011 - May 2015
Morgan Stanley Wealth Management May 2014 - August 2014
Brookstone Wealth Management August 2013 - August 2014
North Mill Equipment Finance LLC June 2013 - August 2013
Armani Exchange May 2011 - August 2013
Tavares & Associates January 2013 - March 2013
Skills
Microsoft Office, Marketing, Sales, Customer Service, QuickBooks, Public Speaking, Research, Teamwork, Time Management, Marketing Communications, Team Leadership, Microsoft Excel, Microsoft Word, PowerPoint, Data Entry, Social Networking, Leadership, Social Media
Education
Nichols College 2011 — 2015
Bachelor of Science (B.S.), Marketing and Finance
Westhill High School 2009 — 2011
High School Diploma
Valerie Notarstefano's Morgan Stanley Wealth Management Experience June 2012 - May 2013
Job Assurance Associate at PricewaterhouseCoopers
Industry Accounting
Experience
PwC January 2014 - March 2014
Morgan Stanley Wealth Management June 2012 - May 2013
Skills
Financial Analysis, Strategic Financial..., Microsoft Excel, Bloomberg, Investments
Education
Northeastern University 2013 — 2014
MBA/MSA, Accounting
Providence College 2009 — 2013
PwC January 2014 - March 2014
Morgan Stanley Wealth Management June 2012 - May 2013
Skills
Financial Analysis, Strategic Financial..., Microsoft Excel, Bloomberg, Investments
Education
Northeastern University 2013 — 2014
MBA/MSA, Accounting
Providence College 2009 — 2013
Candice E. Batts Candice E. Batts's Morgan Stanley Wealth Management Experience December 2006 - May 2014
Job Community Architect | Connector | Event Producer | Entrepreneur | Digital Engagement
Industry Online Media
Experience
Social Candi 2010 - Present
EFactor, The Entrepreneur's Wingman June 2014 - December 2014
Black Creatives: The Premier Network for Multicultural Talent February 2014 - December 2014
Morgan Stanley Wealth Management December 2006 - May 2014
Black Creatives: The Premier Network for Multicultural Talent August 2012 - February 2014
Elite Capital Management, LLC November 2005 - December 2006
Ameriprise Financial March 2004 - November 2005
Skills
Social Media Marketing, Online Marketing, Blogging, Marketing Communications, SEO, Marketing, Public Relations, Content Development, Project Management, Community Engagement, Web Analytics, Event Planning, Keyword Research, Brand Management, Google Analytics, Copywriting, Community Management, Relationship Management, Event/Experiential..., Event Management, Wordpress, Google Adwords, Event Marketing Strategy, Web Content Creation, Photoshop, Entrepreneurship, Digital Marketing, Email Marketing, Digital Strategy, Social Media, Corporate Branding, Content Marketing, Leadership, Integrated Marketing, Online Advertising, Social Networking, Facebook, Press Releases, Personal Financial..., Digital Media, Search Analysis, WordPress, Management, Marketing Strategy
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2011
Social Media Marketing Certificate (Mini MBA Program)
Media Bistro 2011 — 2011
Digital Marketing & Advertising
New York University 2010 — 2010
Events Marketing
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2002
BA, American Studies
Social Candi 2010 - Present
EFactor, The Entrepreneur's Wingman June 2014 - December 2014
Black Creatives: The Premier Network for Multicultural Talent February 2014 - December 2014
Morgan Stanley Wealth Management December 2006 - May 2014
Black Creatives: The Premier Network for Multicultural Talent August 2012 - February 2014
Elite Capital Management, LLC November 2005 - December 2006
Ameriprise Financial March 2004 - November 2005
Skills
Social Media Marketing, Online Marketing, Blogging, Marketing Communications, SEO, Marketing, Public Relations, Content Development, Project Management, Community Engagement, Web Analytics, Event Planning, Keyword Research, Brand Management, Google Analytics, Copywriting, Community Management, Relationship Management, Event/Experiential..., Event Management, Wordpress, Google Adwords, Event Marketing Strategy, Web Content Creation, Photoshop, Entrepreneurship, Digital Marketing, Email Marketing, Digital Strategy, Social Media, Corporate Branding, Content Marketing, Leadership, Integrated Marketing, Online Advertising, Social Networking, Facebook, Press Releases, Personal Financial..., Digital Media, Search Analysis, WordPress, Management, Marketing Strategy
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2011
Social Media Marketing Certificate (Mini MBA Program)
Media Bistro 2011 — 2011
Digital Marketing & Advertising
New York University 2010 — 2010
Events Marketing
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2002
BA, American Studies
Christopher Loria's Morgan Stanley Wealth Management Experience May 2013 - August 2014
Job Client Service Associate at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial August 2014 - Present
Morgan Stanley Wealth Management May 2013 - August 2014
Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Leadership, Finance, Investments
Education
North Carolina State University 2011 — 2015
Bachelor of Science, Business Administration, Concentration in Finance
Ameriprise Financial August 2014 - Present
Morgan Stanley Wealth Management May 2013 - August 2014
Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Leadership, Finance, Investments
Education
North Carolina State University 2011 — 2015
Bachelor of Science, Business Administration, Concentration in Finance
Joe Owen Joe Owen's Morgan Stanley Wealth Management Experience December 2011 - Present
Job Senior Vice President Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Wealth Management December 2011 - Present
Skills
Investments, Customer Service, Series 7, Wealth Management, Public Speaking, Alternative Investments, Estate Planning, Financial Analysis, Insurance, Investment Advisory, Loans, Portfolio Management, Retirement Planning
Education
North Carolina State University
Morgan Stanley Wealth Management December 2011 - Present
Skills
Investments, Customer Service, Series 7, Wealth Management, Public Speaking, Alternative Investments, Estate Planning, Financial Analysis, Insurance, Investment Advisory, Loans, Portfolio Management, Retirement Planning
Education
North Carolina State University
Michael Banjany's Morgan Stanley Wealth Management Experience December 2012 - April 2013
Job Vice President JP Morgan Private Client Advisor
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
Merrill Lynch October 2013 - May 2015
Wells Fargo Advisors April 2013 - August 2013
Morgan Stanley Wealth Management December 2012 - April 2013
Garden State Securities December 2010 - December 2012
Education
Montclair State University 2010 — 2012
Bachelor's degree, Management/ Finance
Pace University 2008 — 2010
Accounting and Finance
J.P. Morgan June 2015 - Present
Merrill Lynch October 2013 - May 2015
Wells Fargo Advisors April 2013 - August 2013
Morgan Stanley Wealth Management December 2012 - April 2013
Garden State Securities December 2010 - December 2012
Education
Montclair State University 2010 — 2012
Bachelor's degree, Management/ Finance
Pace University 2008 — 2010
Accounting and Finance
Daniel Lord Daniel Lord's Morgan Stanley Wealth Management Experience July 2014 - Present
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2014 - Present
Morrissey, Hawkins & Lynch October 2012 - July 2014
State Street January 2012 - September 2012
State Street Global Advisors January 2011 - July 2011
State Street January 2010 - June 2010
Harvard Vanguard Medical Associates January 2009 - June 2009
Skills
Bloomberg Terminal, Microsoft Office, Mac OS X, Oracle Financials, Fund Administration, Mutual Funds, Excel, Word, PowerPoint, Windows, Access, SCCM, Fund Accounting, Financial Reporting, Financial Analysis, Budget Tracking, Financial Modeling, Microsoft Word, Microsoft Excel, Budgets, Fixed Income, Investments, Account Reconciliation
Education
Northeastern University 2007 — 2012
Business Administration, Finance & Insurance
Cardinal Spellman High School 2003 — 2007
High Shool Diploma, High School Diploma
Morgan Stanley Wealth Management July 2014 - Present
Morrissey, Hawkins & Lynch October 2012 - July 2014
State Street January 2012 - September 2012
State Street Global Advisors January 2011 - July 2011
State Street January 2010 - June 2010
Harvard Vanguard Medical Associates January 2009 - June 2009
Skills
Bloomberg Terminal, Microsoft Office, Mac OS X, Oracle Financials, Fund Administration, Mutual Funds, Excel, Word, PowerPoint, Windows, Access, SCCM, Fund Accounting, Financial Reporting, Financial Analysis, Budget Tracking, Financial Modeling, Microsoft Word, Microsoft Excel, Budgets, Fixed Income, Investments, Account Reconciliation
Education
Northeastern University 2007 — 2012
Business Administration, Finance & Insurance
Cardinal Spellman High School 2003 — 2007
High Shool Diploma, High School Diploma
Nik Perkari Nik Perkari's Morgan Stanley Wealth Management Experience August 2015 - Present
Job Portfolio Associate
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2015 - Present
Morgan Stanley Wealth Management November 2009 - August 2015
Deutsche Bank 2007 - 2009
Skills
Investments, Financial Risk, Securities, Equities, Retirement Planning, Fixed Income, Wealth Management, Series 7, Portfolio Management, Mutual Funds, Asset Allocation, Alternative Investments
Education
Northeastern University
Morgan Stanley Wealth Management August 2015 - Present
Morgan Stanley Wealth Management November 2009 - August 2015
Deutsche Bank 2007 - 2009
Skills
Investments, Financial Risk, Securities, Equities, Retirement Planning, Fixed Income, Wealth Management, Series 7, Portfolio Management, Mutual Funds, Asset Allocation, Alternative Investments
Education
Northeastern University
Samuel Colburn's Morgan Stanley Wealth Management Experience August 2012 - May 2013
Job Operations Associate at Manion Gaynor & Manning LLP
Industry Law Practice
Experience
Manion Gaynor & Manning LLP February 2015 - Present
Manion Gaynor & Manning LLP August 2013 - Present
Morgan Stanley Wealth Management August 2012 - May 2013
Federal Reserve Bank of Boston January 2011 - August 2012
Burzynski Elder Law June 2010 - August 2010
Skills
Finance, Marketing, Data Analysis, Banking, Estate Planning, Financial Planning, Portfolio Management, Customer Service, Motivational Speaking, Strategic Financial..., Financial Analysis, Retirement Planning, Asset Allocation, Financial Advisory, Facilities Management, Microsoft Word
Education
Suffolk University Law School 2013 — 2018
Doctor of Law (JD), Business Law and Financial Services
Suffolk University - Sawyer Business School 2013 — 2018
Master of Business Administration (M.B.A.), Strategic Management
Northeastern University 2009 — 2013
Bachelor of Science (BS), Criminology and Business Administration
Manion Gaynor & Manning LLP February 2015 - Present
Manion Gaynor & Manning LLP August 2013 - Present
Morgan Stanley Wealth Management August 2012 - May 2013
Federal Reserve Bank of Boston January 2011 - August 2012
Burzynski Elder Law June 2010 - August 2010
Skills
Finance, Marketing, Data Analysis, Banking, Estate Planning, Financial Planning, Portfolio Management, Customer Service, Motivational Speaking, Strategic Financial..., Financial Analysis, Retirement Planning, Asset Allocation, Financial Advisory, Facilities Management, Microsoft Word
Education
Suffolk University Law School 2013 — 2018
Doctor of Law (JD), Business Law and Financial Services
Suffolk University - Sawyer Business School 2013 — 2018
Master of Business Administration (M.B.A.), Strategic Management
Northeastern University 2009 — 2013
Bachelor of Science (BS), Criminology and Business Administration
Michael Bank Michael Bank's Morgan Stanley Wealth Management Experience December 2013 - January 2014
Job NYU Investment Banking Certification Program
Industry
Experience
BMW of North America, LLC May 2014 - August 2014
Royal Bank of Canada December 2013 - January 2014
Morgan Stanley Wealth Management December 2013 - January 2014
Nassau County Supreme Court May 2013 - August 2013
Worby Groner Edelman LLP June 2012 - August 2012
The New York Medical College June 2010 - August 2010
The New York Medical College June 2009 - August 2009
Skills
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Research, Analysis, Legal Research, Management, Business, Microsoft Office, Data Analysis, Public Speaking, Market Research, Business Communications, Project Management, Process Improvement, Investment Banking, Investment Management, Venture Capital, Start-ups, Treasury Management, Pension Funds, Leadership, Social Networking
Education
New York University 2015 — 2015
Investment Banking Certification Program
Muhlenberg College 2011 — 2015
Business Administration, Management and Organization Studies
BMW of North America, LLC May 2014 - August 2014
Royal Bank of Canada December 2013 - January 2014
Morgan Stanley Wealth Management December 2013 - January 2014
Nassau County Supreme Court May 2013 - August 2013
Worby Groner Edelman LLP June 2012 - August 2012
The New York Medical College June 2010 - August 2010
The New York Medical College June 2009 - August 2009
Skills
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Research, Analysis, Legal Research, Management, Business, Microsoft Office, Data Analysis, Public Speaking, Market Research, Business Communications, Project Management, Process Improvement, Investment Banking, Investment Management, Venture Capital, Start-ups, Treasury Management, Pension Funds, Leadership, Social Networking
Education
New York University 2015 — 2015
Investment Banking Certification Program
Muhlenberg College 2011 — 2015
Business Administration, Management and Organization Studies
Sissi Yan Xi Goh's Morgan Stanley Wealth Management Experience December 2014 - May 2015
Job Private Wealth Management/Financial analysis/Hedge Fund analysis/International Finance/MPA candidate/Columbia SIPA
Industry Financial Services
Experience
Morgan Stanley Wealth Management December 2014 - May 2015
Beryl Consulting Group, LLC September 2013 - March 2015
DBS Bank June 2014 - August 2014
Skills
English, Communication Skills, Analytical Skills, Analytical Reasoning, Bilingual, Literary Writing, Business Writing, Negotiation, Strategic Planning, Creative Strategy, Quantitative, Research, Economics, Translation, Cultural Sensitivity, Project Management, Time Management, Presentations, Interior Design, Event Planning, Event Management, Decoration, Musicality, Stata, Strategy, Market Research, Investments, Social Media, Policy Analysis, Capital Markets, Financial Services, Management, Leadership, Analysis, Microsoft Office, Corporate Finance, Finance, International Relations, Quantitative Analytics
Education
Columbia University - School of International and Public Affairs 2013 — 2015
Master of Public Administration (MPA), International Finance and Economic Policy, Management
Nanyang Technological University
Bachelor of Honors Degree, Humanity and Social Science
Victoria Junior College
Advanced Mathematics, Chemistry, Biology, English Literature
Morgan Stanley Wealth Management December 2014 - May 2015
Beryl Consulting Group, LLC September 2013 - March 2015
DBS Bank June 2014 - August 2014
Skills
English, Communication Skills, Analytical Skills, Analytical Reasoning, Bilingual, Literary Writing, Business Writing, Negotiation, Strategic Planning, Creative Strategy, Quantitative, Research, Economics, Translation, Cultural Sensitivity, Project Management, Time Management, Presentations, Interior Design, Event Planning, Event Management, Decoration, Musicality, Stata, Strategy, Market Research, Investments, Social Media, Policy Analysis, Capital Markets, Financial Services, Management, Leadership, Analysis, Microsoft Office, Corporate Finance, Finance, International Relations, Quantitative Analytics
Education
Columbia University - School of International and Public Affairs 2013 — 2015
Master of Public Administration (MPA), International Finance and Economic Policy, Management
Nanyang Technological University
Bachelor of Honors Degree, Humanity and Social Science
Victoria Junior College
Advanced Mathematics, Chemistry, Biology, English Literature
Emily Burford's Morgan Stanley Wealth Management Experience May 2012 - December 2014
Job Public Relations Intern at Literacy Network of Greater Cincinnati
Industry Public Relations and Communications
Experience
Literacy Network of Greater Cincinnati January 2015 - Present
Northern Kentucky University May 2013 - Present
Morgan Stanley Wealth Management May 2012 - December 2014
GameStop September 2009 - August 2011
Skills
Public Relations, Creative Writing, Communication, Handle Confidential..., Enthusiasm to learn, Dedication to..., Microsoft Applications, Social Media, Mass Mailing, Press Releases, Public Speaking
Education
Northern Kentucky University 2012 — 2015
Bachelor's Degree, Public Relations, Creative Writing
University of Dayton 2011 — 2012
Public Relations, Communication
Literacy Network of Greater Cincinnati January 2015 - Present
Northern Kentucky University May 2013 - Present
Morgan Stanley Wealth Management May 2012 - December 2014
GameStop September 2009 - August 2011
Skills
Public Relations, Creative Writing, Communication, Handle Confidential..., Enthusiasm to learn, Dedication to..., Microsoft Applications, Social Media, Mass Mailing, Press Releases, Public Speaking
Education
Northern Kentucky University 2012 — 2015
Bachelor's Degree, Public Relations, Creative Writing
University of Dayton 2011 — 2012
Public Relations, Communication
Alexandra Strick's Morgan Stanley Wealth Management Experience October 2010 - May 2011
Job
Industry Fine Art
Experience
Global Translation Company June 2014 - Present
Cursos de Ingles New Languages August 2013 - November 2013
Alan Sonfist Gallery January 2013 - June 2013
Valueline June 2012 - August 2012
Valueline June 2012 - August 2012
Scuola Cesare Battisti February 2012 - May 2012
Florentine Writers Circle February 2012 - May 2012
Max Brenner Holiday Boutique October 2011 - December 2011
Alegra LaViolla Gallery June 2011 - August 2011
Morgan Stanley Wealth Management October 2010 - May 2011
Skills
Research, Customer Service, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Event Planning, Public Speaking, Spanish, Editing, Facebook, Outlook, Public Relations, Social Networking, Photography
Education
New York University 2009 — 2013
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
New York University, College of Arts and Sciences 2009 — 2013
Bachelor of Arts, Art History
New York University 2009 — 2012
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
Global Translation Company June 2014 - Present
Cursos de Ingles New Languages August 2013 - November 2013
Alan Sonfist Gallery January 2013 - June 2013
Valueline June 2012 - August 2012
Valueline June 2012 - August 2012
Scuola Cesare Battisti February 2012 - May 2012
Florentine Writers Circle February 2012 - May 2012
Max Brenner Holiday Boutique October 2011 - December 2011
Alegra LaViolla Gallery June 2011 - August 2011
Morgan Stanley Wealth Management October 2010 - May 2011
Skills
Research, Customer Service, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Event Planning, Public Speaking, Spanish, Editing, Facebook, Outlook, Public Relations, Social Networking, Photography
Education
New York University 2009 — 2013
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
New York University, College of Arts and Sciences 2009 — 2013
Bachelor of Arts, Art History
New York University 2009 — 2012
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
Jennifer Lazo Jennifer Lazo's Morgan Stanley Wealth Management Experience April 2013 - October 2014
Job Project Manager for the Director of Operations at Refunds Plus
Industry Financial Services
Experience
Refunds Plus December 2014 - Present
Morgan Stanley Wealth Management April 2013 - October 2014
Capital One October 2011 - February 2013
Savoy Park June 2007 - June 2011
Education
Northern Virginia Community College 2014 — 2015
Associate’s Degree, Business Administration and Management, General, 3.8 GPA
Refunds Plus December 2014 - Present
Morgan Stanley Wealth Management April 2013 - October 2014
Capital One October 2011 - February 2013
Savoy Park June 2007 - June 2011
Education
Northern Virginia Community College 2014 — 2015
Associate’s Degree, Business Administration and Management, General, 3.8 GPA
Julian Kwok's Morgan Stanley Wealth Management Experience January 2009 - March 2009
Job Senior Marketing Specialist, SEM at Zillow
Industry Internet
Experience
Zillow December 2014 - Present
Fandango July 2013 - November 2014
Accessorygeeks.com May 2010 - July 2013
Morgan Stanley Wealth Management January 2009 - March 2009
BizMerge January 2009 - March 2009
Skills
Web Analytics, Google Analytics, SEO, E-commerce, Marketing, Google Adwords, Microsoft Office, PPC, Digital Marketing, SEM, Microsoft SQL Server, Social Media Marketing, Data Analysis, Web Marketing, Market Research, SQL Server, Omniture
Education
University of California, Irvine 2007 — 2009
Bachelor of Arts, Business Economics, Management
Mt. San Antonio College 2005 — 2007
General Education
Zillow December 2014 - Present
Fandango July 2013 - November 2014
Accessorygeeks.com May 2010 - July 2013
Morgan Stanley Wealth Management January 2009 - March 2009
BizMerge January 2009 - March 2009
Skills
Web Analytics, Google Analytics, SEO, E-commerce, Marketing, Google Adwords, Microsoft Office, PPC, Digital Marketing, SEM, Microsoft SQL Server, Social Media Marketing, Data Analysis, Web Marketing, Market Research, SQL Server, Omniture
Education
University of California, Irvine 2007 — 2009
Bachelor of Arts, Business Economics, Management
Mt. San Antonio College 2005 — 2007
General Education
Rose Roquillo's Morgan Stanley Wealth Management Experience July 2013 - March 2015
Job MBA
Industry Investment Management
Experience
Fidelity Investments March 2015 - Present
Morgan Stanley Wealth Management July 2013 - March 2015
Skills
Social Networking, Sales, Marketing, Team Building, Entrepreneurship, Customer Service, Leadership, Social Media Marketing, Investments, Microsoft Office
Education
New Mexico State University 2003 — 2005
MBA, Finance
New Mexico State University 2001 — 2003
Bachelor of Business, Finance
Fidelity Investments March 2015 - Present
Morgan Stanley Wealth Management July 2013 - March 2015
Skills
Social Networking, Sales, Marketing, Team Building, Entrepreneurship, Customer Service, Leadership, Social Media Marketing, Investments, Microsoft Office
Education
New Mexico State University 2003 — 2005
MBA, Finance
New Mexico State University 2001 — 2003
Bachelor of Business, Finance
Jenny Doolin Jenny Doolin's Morgan Stanley Wealth Management Experience July 2013 - September 2013
Job Legislative Affairs Intern at the Office of the Massachusetts Governor
Industry Government Relations
Experience
Commonwealth of Massachusetts January 2015 - Present
National Association of Regional Councils September 2014 - December 2014
U.S. Department of Homeland Security/FEMA May 2014 - September 2014
Morgan Stanley Wealth Management July 2013 - September 2013
Massachusetts Attorney General's Office January 2013 - June 2013
Belmont Country Club April 2007 - September 2012
Skills
Public Administration, Public Policy, Editing, SPSS, Memos, Microsoft Office, PowerPoint, Research, Microsoft Word, Policy Writing, Microsoft Excel, Qualitative Research, Policy Analysis, Crisis Management, Legal Research
Education
Northeastern University 2010 — 2015
B.S. Political Science, Political Science and Government
Waltham Senior High School 2006 — 2010
Diploma, 2010
Commonwealth of Massachusetts January 2015 - Present
National Association of Regional Councils September 2014 - December 2014
U.S. Department of Homeland Security/FEMA May 2014 - September 2014
Morgan Stanley Wealth Management July 2013 - September 2013
Massachusetts Attorney General's Office January 2013 - June 2013
Belmont Country Club April 2007 - September 2012
Skills
Public Administration, Public Policy, Editing, SPSS, Memos, Microsoft Office, PowerPoint, Research, Microsoft Word, Policy Writing, Microsoft Excel, Qualitative Research, Policy Analysis, Crisis Management, Legal Research
Education
Northeastern University 2010 — 2015
B.S. Political Science, Political Science and Government
Waltham Senior High School 2006 — 2010
Diploma, 2010
Aaron Bourke Aaron Bourke's Morgan Stanley Wealth Management Experience June 2012 - December 2012
Job Cofounder at Impact Investing Legal Working Group
Industry Law Practice
Experience
Reed Smith LLP January 2010 - Present
Reed Smith LLP August 2012 - Present
Co-founder, Impact Investing Legal Working Group October 2013 - Present
Indego Africa December 2009 - December 2013
Morgan Stanley Wealth Management June 2012 - December 2012
NYU School of Law June 2009 - December 2009
I-DEV International January 2009 - May 2009
Law and Social Entrepreneurship Association, NYU School of Law September 2008 - May 2009
Reed Smith LLP May 2008 - August 2008
People's Watch Tamil Nadu May 2007 - August 2007
Skills
Research, Strategic Planning, Business Planning, Leadership, Market Research, Consulting, Functional Requirements, Hindi, Non-profits, Corporate Social..., International..., Social Enterprise, Fundraising, Grant Writing, Policy Analysis
Education
New York University School of Law 2006 — 2009
J.D, Law
University of Wollongong, Australia 2003 — 2004
Semester Abroad
The College of William and Mary 2000 — 2004
B.A, Public Policy
Reed Smith LLP January 2010 - Present
Reed Smith LLP August 2012 - Present
Co-founder, Impact Investing Legal Working Group October 2013 - Present
Indego Africa December 2009 - December 2013
Morgan Stanley Wealth Management June 2012 - December 2012
NYU School of Law June 2009 - December 2009
I-DEV International January 2009 - May 2009
Law and Social Entrepreneurship Association, NYU School of Law September 2008 - May 2009
Reed Smith LLP May 2008 - August 2008
People's Watch Tamil Nadu May 2007 - August 2007
Skills
Research, Strategic Planning, Business Planning, Leadership, Market Research, Consulting, Functional Requirements, Hindi, Non-profits, Corporate Social..., International..., Social Enterprise, Fundraising, Grant Writing, Policy Analysis
Education
New York University School of Law 2006 — 2009
J.D, Law
University of Wollongong, Australia 2003 — 2004
Semester Abroad
The College of William and Mary 2000 — 2004
B.A, Public Policy
Steve Laskey Steve Laskey's Morgan Stanley Wealth Management Experience July 2008 - Present
Job Financial Advisor at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2008 - Present
Goldman Sachs June 2006 - July 2008
Education
New York University 2004 — 2008
Bachelor's degree, Economics
Morgan Stanley Wealth Management July 2008 - Present
Goldman Sachs June 2006 - July 2008
Education
New York University 2004 — 2008
Bachelor's degree, Economics
Wes Tate Wes Tate's Morgan Stanley Wealth Management Experience July 2006 - July 2011
Job Managing Director Wealth Management
Industry Banking
Experience
UBS July 2011 - Present
Morgan Stanley Wealth Management July 2006 - July 2011
Skills
Wealth Management, Fixed Income, Equities, Portfolio Management, Investment Banking, Investments, Capital Markets, Derivatives, Asset Management, Securities, Banking, Mutual Funds, Alternative Investments, Hedge Funds, Asset Allocation, Risk Management, Investment Advisory, Series 63, Retirement Planning
Education
North Central College 1971 — 1975
Bachelor's of Science Degree, Psychology, History, Biology, High School Teaching Certificate
Northern Illinois University 1972 — 1973
Associate of Arts and Sciences (AAS), Biology, Science
UBS July 2011 - Present
Morgan Stanley Wealth Management July 2006 - July 2011
Skills
Wealth Management, Fixed Income, Equities, Portfolio Management, Investment Banking, Investments, Capital Markets, Derivatives, Asset Management, Securities, Banking, Mutual Funds, Alternative Investments, Hedge Funds, Asset Allocation, Risk Management, Investment Advisory, Series 63, Retirement Planning
Education
North Central College 1971 — 1975
Bachelor's of Science Degree, Psychology, History, Biology, High School Teaching Certificate
Northern Illinois University 1972 — 1973
Associate of Arts and Sciences (AAS), Biology, Science
Heather Watson's Morgan Stanley Wealth Management Experience May 2012 - April 2013
Job Strategic Lead Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Morgan Stanley June 2013 - Present
Morgan Stanley Wealth Management May 2012 - April 2013
Credit Suisse January 2012 - January 2012
Continental Capital Partners June 2011 - July 2011
Trilogy Capital Partners June 2010 - August 2010
Skills
Microsoft Excel, Budgets, Sales, PowerPoint, Microsoft Office, Microsoft Word, Finance, Event Management, Event Planning, Financial Modeling, Trade Shows, Financial Analysis, Corporate Events, Public Relations, Social Media, Research, Strategy, Capital Markets, Portfolio Management, Market Research, Fixed Income
Education
New York University 2009 — 2013
B.A., Economics & Business Studies with Concentration in Finance
California Culinary Academy 2004 — 2005
Le Cordon Bleu Diplôme de Cuisine, French Cuisine
Muni Bond School
Morgan Stanley August 2014 - Present
Morgan Stanley June 2013 - Present
Morgan Stanley Wealth Management May 2012 - April 2013
Credit Suisse January 2012 - January 2012
Continental Capital Partners June 2011 - July 2011
Trilogy Capital Partners June 2010 - August 2010
Skills
Microsoft Excel, Budgets, Sales, PowerPoint, Microsoft Office, Microsoft Word, Finance, Event Management, Event Planning, Financial Modeling, Trade Shows, Financial Analysis, Corporate Events, Public Relations, Social Media, Research, Strategy, Capital Markets, Portfolio Management, Market Research, Fixed Income
Education
New York University 2009 — 2013
B.A., Economics & Business Studies with Concentration in Finance
California Culinary Academy 2004 — 2005
Le Cordon Bleu Diplôme de Cuisine, French Cuisine
Muni Bond School
Clay Skurdal Clay Skurdal's Morgan Stanley Wealth Management Experience January 2011 - October 2012
Job Chief Operating Officer Advisors Ahead | President Advisors Ahead Talent Solutions Group
Industry Financial Services
Experience
Advisors Ahead February 2013 - Present
The U.S. Gymnastics Academy February 2008 - Present
Morgan Stanley Wealth Management January 2011 - October 2012
Smith Barney January 2001 - January 2011
Smith Barney March 1991 - January 2001
Shearson Lehman Hutton February 1988 - March 1991
E. F. Hutton August 1983 - February 1988
Skills
Leading Change, Coaching, Problem Solving, Strategic Thinking, Wealth Management, Series 7, Series 63, Series 65, Series 8, Series 3, Investment Strategies, Hedge Funds, Risk Management, Bonds, Public Speaking, Strategic Financial..., Team Leadership, Alternative Investments, Sourcing Talent, Personal Development, Retention Management, Recruiting, Disability Insurance, Cash Management, Venture Capital, Electronic Trading, Marketing Communications, Change Management, Management, FINRA, Securities, Leadership, Capital Markets, Start-ups, Finance, Wealth Management..., Financial Services, Sourcing, Relationship Management, Training, ETFs, 401k, Bloomberg, Investment Management, Trading, Financial Risk, Fixed Annuities, Options, Private Banking, Wealth
Education
Montana State University-Bozeman 1979 — 1983
Bachelor of Science (B.S.), Political Science
Advisors Ahead February 2013 - Present
The U.S. Gymnastics Academy February 2008 - Present
Morgan Stanley Wealth Management January 2011 - October 2012
Smith Barney January 2001 - January 2011
Smith Barney March 1991 - January 2001
Shearson Lehman Hutton February 1988 - March 1991
E. F. Hutton August 1983 - February 1988
Skills
Leading Change, Coaching, Problem Solving, Strategic Thinking, Wealth Management, Series 7, Series 63, Series 65, Series 8, Series 3, Investment Strategies, Hedge Funds, Risk Management, Bonds, Public Speaking, Strategic Financial..., Team Leadership, Alternative Investments, Sourcing Talent, Personal Development, Retention Management, Recruiting, Disability Insurance, Cash Management, Venture Capital, Electronic Trading, Marketing Communications, Change Management, Management, FINRA, Securities, Leadership, Capital Markets, Start-ups, Finance, Wealth Management..., Financial Services, Sourcing, Relationship Management, Training, ETFs, 401k, Bloomberg, Investment Management, Trading, Financial Risk, Fixed Annuities, Options, Private Banking, Wealth
Education
Montana State University-Bozeman 1979 — 1983
Bachelor of Science (B.S.), Political Science
Kayla Packer Kayla Packer's Morgan Stanley Wealth Management Experience September 2011 - Present
Job Financial Planning Associate
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2011 - Present
Heinle Cengage Learning January 2010 - July 2010
Boston Public Works Department June 2008 - December 2008
Skills
Microsoft Office, Customer Service, Social Media, Spreadsheets, Bloomberg, Series 7, Series 66, Adobe Acrobat, Marketing
Education
Northeastern University 2006 — 2011
BA, Communications, Jewish Studies
Westwood High School 2002 — 2006
Morgan Stanley Wealth Management September 2011 - Present
Heinle Cengage Learning January 2010 - July 2010
Boston Public Works Department June 2008 - December 2008
Skills
Microsoft Office, Customer Service, Social Media, Spreadsheets, Bloomberg, Series 7, Series 66, Adobe Acrobat, Marketing
Education
Northeastern University 2006 — 2011
BA, Communications, Jewish Studies
Westwood High School 2002 — 2006
Evan Handsman's Morgan Stanley Wealth Management Experience May 2009 - August 2009
Job Finance & Operations Analyst at Craft Worldwide
Industry Internet
Experience
Craft Worldwide October 2014 - Present
McCann Worldgroup June 2014 - October 2014
McCann Worldgroup November 2013 - June 2014
InvestingChannel July 2012 - November 2013
Prudential Douglas Elliman May 2011 - July 2011
Identified June 2010 - September 2010
Code Blue Recovery Drink October 2009 - February 2010
Morgan Stanley Wealth Management May 2009 - August 2009
Education
New York University 2008 — 2012
BA, Economics
Watchung Hills Regional HS 2004 — 2008
High School
Craft Worldwide October 2014 - Present
McCann Worldgroup June 2014 - October 2014
McCann Worldgroup November 2013 - June 2014
InvestingChannel July 2012 - November 2013
Prudential Douglas Elliman May 2011 - July 2011
Identified June 2010 - September 2010
Code Blue Recovery Drink October 2009 - February 2010
Morgan Stanley Wealth Management May 2009 - August 2009
Education
New York University 2008 — 2012
BA, Economics
Watchung Hills Regional HS 2004 — 2008
High School
Melik Kavcar Melik Kavcar's Morgan Stanley Wealth Management Experience March 2013 - Present
Job Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2013 - Present
Credit Agricole Securities (USA) Inc. September 2010 - March 2013
SetClear February 2008 - September 2010
Calyon Securities (USA) Inc. September 2001 - March 2008
Skills
.NET, C#, ASP.NET, ASP.NET MVC, HTML5, jQuery, TIBCO Rendezvous, TIBCO EMS, BizTalk, SharePoint, SQL Server, SQL database design, Data Warehousing, Web Services, WCF, FIX, Omgeo CTM, Omgeo Alert, Sungard Phase3, Coexis SYN, Fidessa, Advent Geneva, MSMQ, MS SQL Reporting..., Sungard Brass, FIX Engine Integration, Agile Project Management, Unit Testing, TDD, Entity Framework, ORM, IBM MQ, PHP, Photoshop, Web Design, User Interface Design, Silverlight, WPF, Graphic Design, Financial Reporting, Regulatory Reporting, Trading Systems, Electronic Trading, Market Data, Straight Through..., SOA, Windows Azure, Omgeo Oasys, Integration, Microsoft SQL Server
Education
New Jersey Institute of Technology
BA
HTBLA Vienna, Austria
Morgan Stanley Wealth Management March 2013 - Present
Credit Agricole Securities (USA) Inc. September 2010 - March 2013
SetClear February 2008 - September 2010
Calyon Securities (USA) Inc. September 2001 - March 2008
Skills
.NET, C#, ASP.NET, ASP.NET MVC, HTML5, jQuery, TIBCO Rendezvous, TIBCO EMS, BizTalk, SharePoint, SQL Server, SQL database design, Data Warehousing, Web Services, WCF, FIX, Omgeo CTM, Omgeo Alert, Sungard Phase3, Coexis SYN, Fidessa, Advent Geneva, MSMQ, MS SQL Reporting..., Sungard Brass, FIX Engine Integration, Agile Project Management, Unit Testing, TDD, Entity Framework, ORM, IBM MQ, PHP, Photoshop, Web Design, User Interface Design, Silverlight, WPF, Graphic Design, Financial Reporting, Regulatory Reporting, Trading Systems, Electronic Trading, Market Data, Straight Through..., SOA, Windows Azure, Omgeo Oasys, Integration, Microsoft SQL Server
Education
New Jersey Institute of Technology
BA
HTBLA Vienna, Austria
Brian Armston Brian Armston's Morgan Stanley Wealth Management Experience January 2007 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2007 - Present
Merrill Lynch March 2005 - January 2007
AXA Advisors November 2001 - January 2005
Skills
Series 63, Series 7
Education
Nazareth College 1996 — 2000
BA, Business Administration
Morgan Stanley Wealth Management January 2007 - Present
Merrill Lynch March 2005 - January 2007
AXA Advisors November 2001 - January 2005
Skills
Series 63, Series 7
Education
Nazareth College 1996 — 2000
BA, Business Administration
Brian Banilivy's Morgan Stanley Wealth Management Experience November 2013 - August 2014
Job Global Wealth Management Intern at Morgan Stanley Wealth Management
Industry
Experience
Nemat Development Group June 2008 - Present
Morgan Stanley Wealth Management November 2013 - August 2014
Raven Securities October 2013 - November 2013
Scher Financial Group June 2008 - August 2008
Direct Capital October 2007 - February 2008
Education
New York University 2013 — 2016
Bachelor's degree, Business/Managerial Economics & Math
Nemat Development Group June 2008 - Present
Morgan Stanley Wealth Management November 2013 - August 2014
Raven Securities October 2013 - November 2013
Scher Financial Group June 2008 - August 2008
Direct Capital October 2007 - February 2008
Education
New York University 2013 — 2016
Bachelor's degree, Business/Managerial Economics & Math
Elissa (Lisa) Johnson Elissa (Lisa) Johnson's Morgan Stanley Wealth Management Experience January 2001 - April 2008
Job Financial Advisor, Vice PresidentInvestments. Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2008 - Present
Morgan Stanley Wealth Management January 2001 - April 2008
UBS December 1990 - January 2001
Skills
Retirement Planning, Mutual Funds, Investments, Municipal Bonds, Equities, Insurance, fixed income strategies, financial advisory, financial analysis, estate investment...
Education
Northern Illinois University
Bachelor of Arts (BA)
Wells Fargo Advisors April 2008 - Present
Morgan Stanley Wealth Management January 2001 - April 2008
UBS December 1990 - January 2001
Skills
Retirement Planning, Mutual Funds, Investments, Municipal Bonds, Equities, Insurance, fixed income strategies, financial advisory, financial analysis, estate investment...
Education
Northern Illinois University
Bachelor of Arts (BA)
Linda Ballance Linda Ballance's Morgan Stanley Wealth Management Experience 2009 - Present
Job Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2009 - Present
Citibank 2005 - 2009
Tiffany Transport International 1988 - 2005
Skills
Marketing, Business Strategy, Sales, Finance, Real Estate, Risk Management, Credit, Business Planning, Cash Management, Customer Service, Retirement, Banking, New Business Development, Negotiation, Financial Advisory, Small Business Lending, Team Building, Entrepreneurship, Commercial Banking, Marketing Strategy, Management Consulting, Retail Banking, Small Business, PowerPoint, Management, Coaching, Microsoft Excel, Insurance, Change Management, Executive Management, Social Networking, Leadership Development, Process Improvement, Cross Selling, Contract Negotiation, Training, Recruiting, Sales Management, Investment Properties, Strategic Partnerships, Selling, Team Leadership, Account Management, Real Estate Transactions, Vendor Management, Budgets, Teamwork, Consumer Lending, Operations Management, Microsoft Word
Education
New York College of Health Professions 2002 — 2004
AOS
Division Avenue High School
Regents Diploma
Morgan Stanley Wealth Management 2009 - Present
Citibank 2005 - 2009
Tiffany Transport International 1988 - 2005
Skills
Marketing, Business Strategy, Sales, Finance, Real Estate, Risk Management, Credit, Business Planning, Cash Management, Customer Service, Retirement, Banking, New Business Development, Negotiation, Financial Advisory, Small Business Lending, Team Building, Entrepreneurship, Commercial Banking, Marketing Strategy, Management Consulting, Retail Banking, Small Business, PowerPoint, Management, Coaching, Microsoft Excel, Insurance, Change Management, Executive Management, Social Networking, Leadership Development, Process Improvement, Cross Selling, Contract Negotiation, Training, Recruiting, Sales Management, Investment Properties, Strategic Partnerships, Selling, Team Leadership, Account Management, Real Estate Transactions, Vendor Management, Budgets, Teamwork, Consumer Lending, Operations Management, Microsoft Word
Education
New York College of Health Professions 2002 — 2004
AOS
Division Avenue High School
Regents Diploma
Amy Zhan Amy Zhan's Morgan Stanley Wealth Management Experience July 2013 - September 2013
Job Senior Analyst, Digital Strategy & Analytics at NBCUniversal, Inc.
Industry Entertainment
Experience
NBCUniversal, Inc. August 2015 - Present
NBCUniversal, Inc. April 2014 - August 2015
NBCUniversal, Inc. September 2013 - December 2013
Morgan Stanley Wealth Management July 2013 - September 2013
Showtime Networks June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Strategy, PowerPoint, Digital Strategy, Social Media Marketing, Social Media, Marketing Communications, Mandarin, Customer Service, Marketing, Facebook, Salesforce.com, Freewheel, DoubleClick for..., Data Analysis, Analytics
Education
Northwestern University 2010 — 2014
Bachelor's Degree, Economics, Psychology, Business Institutions Program
Syosset High School 2007 — 2010
NBCUniversal, Inc. August 2015 - Present
NBCUniversal, Inc. April 2014 - August 2015
NBCUniversal, Inc. September 2013 - December 2013
Morgan Stanley Wealth Management July 2013 - September 2013
Showtime Networks June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Strategy, PowerPoint, Digital Strategy, Social Media Marketing, Social Media, Marketing Communications, Mandarin, Customer Service, Marketing, Facebook, Salesforce.com, Freewheel, DoubleClick for..., Data Analysis, Analytics
Education
Northwestern University 2010 — 2014
Bachelor's Degree, Economics, Psychology, Business Institutions Program
Syosset High School 2007 — 2010
Andrew Whitney Andrew Whitney's Morgan Stanley Wealth Management Experience March 2014 - Present
Job Client Reporting Analyst at Morgan Stanley Wealth Management
Industry Management Consulting
Experience
Morgan Stanley Wealth Management March 2014 - Present
Morgan Stanley Wealth Management October 2013 - Present
Small Business Owners of America February 2013 - September 2013
Spurs Sports & Entertainment May 2011 - August 2011
Western & Southern Financial Group Masters Open August 2010 - September 2010
Sam’s Club May 2010 - August 2010
Skills
Sales, Customer Service, Strategic Planning, Finance, Entrepreneurship, Business Strategy, Marketing Communications, Funding, Public Speaking, Sports Marketing, Series 7
Education
Mount Vernon Nazarene University 2008 — 2012
Bachelors, Marketing; Management
Twinsburg High School
Morgan Stanley Wealth Management March 2014 - Present
Morgan Stanley Wealth Management October 2013 - Present
Small Business Owners of America February 2013 - September 2013
Spurs Sports & Entertainment May 2011 - August 2011
Western & Southern Financial Group Masters Open August 2010 - September 2010
Sam’s Club May 2010 - August 2010
Skills
Sales, Customer Service, Strategic Planning, Finance, Entrepreneurship, Business Strategy, Marketing Communications, Funding, Public Speaking, Sports Marketing, Series 7
Education
Mount Vernon Nazarene University 2008 — 2012
Bachelors, Marketing; Management
Twinsburg High School
Matthew Falber Matthew Falber's Morgan Stanley Wealth Management Experience April 2013 - Present
Job Compliance Officer at Morgan Stanley
Industry Legal Services
Experience
Morgan Stanley Wealth Management April 2013 - Present
LexisNexis December 2011 - March 2013
Klestadt & Winters LLP June 2009 - September 2010
Rattet Pasternak, LLP August 2007 - June 2008
Education
New York Law School 2008 — 2011
Juris Doctor
University of Massachusetts, Amherst 2003 — 2007
B.A., History, Political Science
New Rochelle High School 1999 — 2003
Morgan Stanley Wealth Management April 2013 - Present
LexisNexis December 2011 - March 2013
Klestadt & Winters LLP June 2009 - September 2010
Rattet Pasternak, LLP August 2007 - June 2008
Education
New York Law School 2008 — 2011
Juris Doctor
University of Massachusetts, Amherst 2003 — 2007
B.A., History, Political Science
New Rochelle High School 1999 — 2003
James Mccloud James Mccloud's Morgan Stanley Wealth Management Experience June 2009 - Present
Job Project Manager, VP at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2009 - Present
Citi Smith Barney April 1998 - May 2009
The Chase Manhattan Bank August 1991 - April 1998
Mercantile Stores April 1990 - August 1991
Macy's June 1987 - April 1990
Skills
Project Portfolio..., SDLC, Business Requirements, Software Development, Risk Management, Business Analysis
Education
New York University 2011 — 2013
Project Mangagement
State University of New York at Stony Brook
BA, Economics
Morgan Stanley Wealth Management June 2009 - Present
Citi Smith Barney April 1998 - May 2009
The Chase Manhattan Bank August 1991 - April 1998
Mercantile Stores April 1990 - August 1991
Macy's June 1987 - April 1990
Skills
Project Portfolio..., SDLC, Business Requirements, Software Development, Risk Management, Business Analysis
Education
New York University 2011 — 2013
Project Mangagement
State University of New York at Stony Brook
BA, Economics
Roman Rubin Roman Rubin's Morgan Stanley Wealth Management Experience May 2011 - Present
Job Vice President @ Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2011 - Present
Global Shared Services, Wolters Kluwer January 2011 - May 2011
CT Corporation November 2006 - January 2011
eChalk March 2005 - November 2006
Skills
C#, Web Development, Web Applications, Agile, SQL Server, XML, CSS, HTML, Microsoft SQL Server, Agile Methodologies, Java, Databases, SOA, .NET, SDLC, JavaScript, Oracle, Cloud Computing, ASP.NET, Visual Studio, Requirements Analysis, Integration, Software Engineering, jQuery, Architectures, E-commerce, Enterprise Software, Silverlight, Software Documentation, Software Project..., Web Services, Business Process, Scrum, WCF, Architecture
Education
New York University 1997 — 2000
B.A.
Fair Lawn High School 1990 — 1994
High School Diploma
Morgan Stanley Wealth Management May 2011 - Present
Global Shared Services, Wolters Kluwer January 2011 - May 2011
CT Corporation November 2006 - January 2011
eChalk March 2005 - November 2006
Skills
C#, Web Development, Web Applications, Agile, SQL Server, XML, CSS, HTML, Microsoft SQL Server, Agile Methodologies, Java, Databases, SOA, .NET, SDLC, JavaScript, Oracle, Cloud Computing, ASP.NET, Visual Studio, Requirements Analysis, Integration, Software Engineering, jQuery, Architectures, E-commerce, Enterprise Software, Silverlight, Software Documentation, Software Project..., Web Services, Business Process, Scrum, WCF, Architecture
Education
New York University 1997 — 2000
B.A.
Fair Lawn High School 1990 — 1994
High School Diploma
AnnMarie DeVeau AnnMarie DeVeau's Morgan Stanley Wealth Management Experience June 2013 - Present
Job CSA at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2013 - Present
A&A Realty March 2008 - June 2013
Prudential Securities June 2000 - February 2003
PaineWebber July 1998 - June 2000
Education
New York Institute of Technology 1989 — 1991
Bachelor of Science, Liberal Arts-Business, Magna Cum Laude
Morgan Stanley Wealth Management June 2013 - Present
A&A Realty March 2008 - June 2013
Prudential Securities June 2000 - February 2003
PaineWebber July 1998 - June 2000
Education
New York Institute of Technology 1989 — 1991
Bachelor of Science, Liberal Arts-Business, Magna Cum Laude
Robert R. Frump Robert R. Frump's Morgan Stanley Wealth Management Experience September 2010 - Present
Job Author and Corporate Communications
Industry Writing and Editing
Experience
Morgan Stanley Wealth Management September 2010 - Present
Clark Consulting February 2009 - September 2010
Race Point Strategic Content, Inc. June 2008 - September 2010
Fort Worth Star-Telegram 1910 - 2009
Freelance 1910 - 2009
UBS February 2007 - July 2008
UBS Wealth Management February 2007 - July 2008
UBS Financial Services, Inc February 2007 - June 2008
UBS Financial Serivces 2007 - 2008
Merrill Lynch October 2000 - November 2006
Skills
content, writing, author, Publishing, Custom Publishing, Investigative Reporting, Process Engineering, Online Publishing, Publications, Transportation, Compliance, Series 7, Editing, Series 66, Series 24, FINRA, Journalism, Magazines, Books, Social Media, Public Relations, Blogging, Copy Editing, Promotions, Ebooks, Editorial, Press Releases, Change Management, Media Relations, Newspaper, Proofreading, Newsletters, Integrated Marketing, Retail, Content Development, Corporate Communications, Copywriting, Research, Internal Communications, Content Management, Marketing Communications, Strategic Communications, Web Content, Social Networking, Public Speaking, Marketing Strategy, Fundraising, Digital Media, Advertising, Online Marketing
Education
Northwestern University 1969 — 1970
MSJ, Journalism
University of Illinois at Urbana-Champaign 1965 — 1969
BSJ, Journalism
University of Illinois at Urbana-Champaign 1965 — 1969
BS, Journ
Morgan Stanley Wealth Management September 2010 - Present
Clark Consulting February 2009 - September 2010
Race Point Strategic Content, Inc. June 2008 - September 2010
Fort Worth Star-Telegram 1910 - 2009
Freelance 1910 - 2009
UBS February 2007 - July 2008
UBS Wealth Management February 2007 - July 2008
UBS Financial Services, Inc February 2007 - June 2008
UBS Financial Serivces 2007 - 2008
Merrill Lynch October 2000 - November 2006
Skills
content, writing, author, Publishing, Custom Publishing, Investigative Reporting, Process Engineering, Online Publishing, Publications, Transportation, Compliance, Series 7, Editing, Series 66, Series 24, FINRA, Journalism, Magazines, Books, Social Media, Public Relations, Blogging, Copy Editing, Promotions, Ebooks, Editorial, Press Releases, Change Management, Media Relations, Newspaper, Proofreading, Newsletters, Integrated Marketing, Retail, Content Development, Corporate Communications, Copywriting, Research, Internal Communications, Content Management, Marketing Communications, Strategic Communications, Web Content, Social Networking, Public Speaking, Marketing Strategy, Fundraising, Digital Media, Advertising, Online Marketing
Education
Northwestern University 1969 — 1970
MSJ, Journalism
University of Illinois at Urbana-Champaign 1965 — 1969
BSJ, Journalism
University of Illinois at Urbana-Champaign 1965 — 1969
BS, Journ
Annabella Sugrue Annabella Sugrue's Morgan Stanley Wealth Management Experience January 2013 - Present
Job Intern at Morgan Stanley Wealth Management
Industry International Affairs
Experience
Morgan Stanley Wealth Management January 2013 - Present
Royal Bank of Scotland July 2012 - September 2012
Istituto Italiano di Cultura May 2012 - July 2012
David Barton Gym November 2011 - July 2012
Sugrue Contracting Co. June 2008 - August 2011
The Waldorf School of Garden City January 2011 - June 2011
Education
New York University 2011 — 2015
Bachelor's degree, Economics
Morgan Stanley Wealth Management January 2013 - Present
Royal Bank of Scotland July 2012 - September 2012
Istituto Italiano di Cultura May 2012 - July 2012
David Barton Gym November 2011 - July 2012
Sugrue Contracting Co. June 2008 - August 2011
The Waldorf School of Garden City January 2011 - June 2011
Education
New York University 2011 — 2015
Bachelor's degree, Economics
Daniel Knipe Daniel Knipe's Morgan Stanley Wealth Management Experience January 2015 - Present
Job Wealth Management Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2015 - Present
The Princeton Real Estate Group July 2002 - Present
Barclays February 2007 - January 2015
Dominick & Dominick LLC March 2005 - February 2007
Sovereign Bank February 2004 - February 2005
Education
Northern Arizona University 1997 — 2001
Bachelor of Science, Hotel and Restaurant Management
Morgan Stanley Wealth Management January 2015 - Present
The Princeton Real Estate Group July 2002 - Present
Barclays February 2007 - January 2015
Dominick & Dominick LLC March 2005 - February 2007
Sovereign Bank February 2004 - February 2005
Education
Northern Arizona University 1997 — 2001
Bachelor of Science, Hotel and Restaurant Management
Irene Khane's Morgan Stanley Wealth Management Experience June 2015 - Present
Job VIce President/ Branch Manager at Cross River Bank
Industry Banking
Experience
Morgan Stanley Wealth Management June 2015 - Present
Merrill Lynch August 2012 - June 2015
l July 2010 - February 2013
L November 2009 - July 2010
HSBC Bank USA 2007 - 2008
Skills
Banking, Credit, Asset Management, Portfolio Management, Loans, Relationship Management, Retail Banking, Fixed Income, Financial Analysis, Commercial Banking, Equities, Wealth Management, Investments, Investment Properties, Credit Analysis, Securities, Business Analysis, Management, Financial Services, Credit Risk, Strategic Financial..., Finance, Series 7, Commercial Lending, Mutual Funds, Financial Risk, Financial Advisory, Cash Management, Loan Origination, Small Business Lending, Retirement Planning, Insurance, Wealth Management..., Financial Structuring, Asset Allocation, Investment Strategies, Consumer Lending, Cross Selling, 1031 Exchanges, Private Banking, Series 63, Mortgage Lending
Education
New York Institute of Finance 2010 — 2010
Financial Analyst Program
New York University 1995 — 1999
BA, Psychology and Economics
Morgan Stanley Wealth Management June 2015 - Present
Merrill Lynch August 2012 - June 2015
l July 2010 - February 2013
L November 2009 - July 2010
HSBC Bank USA 2007 - 2008
Skills
Banking, Credit, Asset Management, Portfolio Management, Loans, Relationship Management, Retail Banking, Fixed Income, Financial Analysis, Commercial Banking, Equities, Wealth Management, Investments, Investment Properties, Credit Analysis, Securities, Business Analysis, Management, Financial Services, Credit Risk, Strategic Financial..., Finance, Series 7, Commercial Lending, Mutual Funds, Financial Risk, Financial Advisory, Cash Management, Loan Origination, Small Business Lending, Retirement Planning, Insurance, Wealth Management..., Financial Structuring, Asset Allocation, Investment Strategies, Consumer Lending, Cross Selling, 1031 Exchanges, Private Banking, Series 63, Mortgage Lending
Education
New York Institute of Finance 2010 — 2010
Financial Analyst Program
New York University 1995 — 1999
BA, Psychology and Economics
Sal Casola, PMP's Morgan Stanley Wealth Management Experience April 2008 - November 2009
Job Senior Consultant at Microsoft
Industry Computer Software
Experience
Microsoft October 2011 - Present
Infinity Consulting Group November 2009 - October 2011
Morgan Stanley Wealth Management April 2008 - November 2009
Morgan Stanley April 2005 - April 2008
NYSE Euronext November 2002 - April 2005
Hewlett-Packard 1996 - 2002
Skills
SDLC, Visio, UML, Data Modeling, Business Analysis, Requirements Gathering, Microsoft Dynamics, Microsoft CRM, SharePoint, Requirements Management, Software Development, RUP, Agile Methodologies, Integration, SSRS, .NET, iRise, Requirements Analysis, Enterprise Software, Solution Architecture, COBIT
Education
New York University
MS, Computer science
Microsoft October 2011 - Present
Infinity Consulting Group November 2009 - October 2011
Morgan Stanley Wealth Management April 2008 - November 2009
Morgan Stanley April 2005 - April 2008
NYSE Euronext November 2002 - April 2005
Hewlett-Packard 1996 - 2002
Skills
SDLC, Visio, UML, Data Modeling, Business Analysis, Requirements Gathering, Microsoft Dynamics, Microsoft CRM, SharePoint, Requirements Management, Software Development, RUP, Agile Methodologies, Integration, SSRS, .NET, iRise, Requirements Analysis, Enterprise Software, Solution Architecture, COBIT
Education
New York University
MS, Computer science
Gretchen van Eyck's Morgan Stanley Wealth Management Experience September 2013 - May 2014
Job Vice President, Credit Advisor at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank May 2014 - Present
Morgan Stanley Wealth Management September 2013 - May 2014
Citigroup September 2010 - September 2013
Citigroup Private Bank September 2007 - September 2010
Commerce Bank 2002 - 2007
Skills
Loans, Credit, Banking, Wealth Management, Capital Markets, Portfolio Management, Financial Services, Credit Analysis, Credit Risk, Commercial Banking, Private Banking, Securities, Equities, Financial Analysis, Risk Management
Education
New York University
University of Vermont
Bachelor of Arts (B.A.), English/Psychology
HSBC Private Bank May 2014 - Present
Morgan Stanley Wealth Management September 2013 - May 2014
Citigroup September 2010 - September 2013
Citigroup Private Bank September 2007 - September 2010
Commerce Bank 2002 - 2007
Skills
Loans, Credit, Banking, Wealth Management, Capital Markets, Portfolio Management, Financial Services, Credit Analysis, Credit Risk, Commercial Banking, Private Banking, Securities, Equities, Financial Analysis, Risk Management
Education
New York University
University of Vermont
Bachelor of Arts (B.A.), English/Psychology
Wayne Khuu's Morgan Stanley Wealth Management Experience June 2009 - Present
Job Application Developer at Morgan Stanley Wealth Management
Industry Computer Software
Experience
Morgan Stanley Wealth Management June 2009 - Present
Citi July 2005 - June 2009
Skills
Core Java, J2EE web application, Spring framework, DB2, SQL, iBatis, AngularJS, REST, HTML 5, CSS3, Bootstrap framework, jQuery, JavaScript, Web Services, Flex
Education
Polytechnic University 2003 — 2005
Master of Science (M.S.), Computer Science
Polytechnic University
Bachelor of Science (B.S.), Computer Science
Morgan Stanley Wealth Management June 2009 - Present
Citi July 2005 - June 2009
Skills
Core Java, J2EE web application, Spring framework, DB2, SQL, iBatis, AngularJS, REST, HTML 5, CSS3, Bootstrap framework, jQuery, JavaScript, Web Services, Flex
Education
Polytechnic University 2003 — 2005
Master of Science (M.S.), Computer Science
Polytechnic University
Bachelor of Science (B.S.), Computer Science
Steven Iacoviello's Morgan Stanley Wealth Management Experience February 2011 - Present
Job Associate at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management February 2011 - Present
Citi September 1999 - February 2011
Education
New York University - Polytechnic School of Engineering 1999 — 2003
B.S., Electrical Engineering
Morgan Stanley Wealth Management February 2011 - Present
Citi September 1999 - February 2011
Education
New York University - Polytechnic School of Engineering 1999 — 2003
B.S., Electrical Engineering
Philip Whang's Morgan Stanley Wealth Management Experience January 2013 - Present
Job Vice President at Morgan Stanley Wealth Management
Industry Information Technology and Services
Experience
Morgan Stanley Wealth Management January 2013 - Present
Morgan Stanley Wealth Management January 2010 - December 2012
Citigroup April 2008 - December 2009
Citi Group October 2007 - April 2008
Citi Group July 2007 - October 2007
Vonage January 2006 - June 2007
Education
New Jersey Institute of Technology
Morgan Stanley Wealth Management January 2013 - Present
Morgan Stanley Wealth Management January 2010 - December 2012
Citigroup April 2008 - December 2009
Citi Group October 2007 - April 2008
Citi Group July 2007 - October 2007
Vonage January 2006 - June 2007
Education
New Jersey Institute of Technology
Donna Blandino's Morgan Stanley Wealth Management Experience November 2008 - Present
Job Senior Associate Morgan Stanley Smith Barney
Industry Investment Management
Experience
Morgan Stanley Wealth Management November 2008 - Present
Morgan Stanley Wealth Management January 2008 - May 2012
Merrill Lynch April 1993 - November 2008
Merrill Lynch January 1993 - January 2008
PACIFIC REGENCY BANCOR January 1982 - January 1986
PEAT MARWICK MICHELL & CO January 1980 - January 1982
KENNETH LEVENTHAL & CO January 1978 - January 1980
Education
Northeastern University
Bachelor of Science Degree, Speech and Communications
University of California, Berkeley
Morgan Stanley Wealth Management November 2008 - Present
Morgan Stanley Wealth Management January 2008 - May 2012
Merrill Lynch April 1993 - November 2008
Merrill Lynch January 1993 - January 2008
PACIFIC REGENCY BANCOR January 1982 - January 1986
PEAT MARWICK MICHELL & CO January 1980 - January 1982
KENNETH LEVENTHAL & CO January 1978 - January 1980
Education
Northeastern University
Bachelor of Science Degree, Speech and Communications
University of California, Berkeley
Robert Giorgio's Morgan Stanley Wealth Management Experience June 2011 - Present
Job Executive Director Morgan Stanley Wealth Management Technology
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2011 - Present
Education
Monmouth University 1987 — 1992
Morgan Stanley Wealth Management June 2011 - Present
Education
Monmouth University 1987 — 1992
Prasanth Sasidharan's Morgan Stanley Wealth Management Experience November 2013 - Present
Job IT Consultant at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley Wealth Management November 2013 - Present
Express Scripts April 2013 - October 2013
Citi February 2011 - March 2013
Citi August 2006 - January 2011
Citi May 2001 - July 2006
Citi August 2000 - April 2001
Skills
Software Project..., Software Engineering, Java software..., Requirements Analysis, SDLC, Agile Methodologies, SOA, Oracle, Java Enterprise Edition, Software Development, Solution Architecture, Unix, Web Services, Spring, Hibernate, SQL, Enterprise Architecture, XML, Java
Education
National Institute of Technology Calicut 1996 — 2000
Bachelor of Technology, Computer Science and Engineering
Sacred Heart College 1994 — 1996
Pre Degree
Morgan Stanley Wealth Management November 2013 - Present
Express Scripts April 2013 - October 2013
Citi February 2011 - March 2013
Citi August 2006 - January 2011
Citi May 2001 - July 2006
Citi August 2000 - April 2001
Skills
Software Project..., Software Engineering, Java software..., Requirements Analysis, SDLC, Agile Methodologies, SOA, Oracle, Java Enterprise Edition, Software Development, Solution Architecture, Unix, Web Services, Spring, Hibernate, SQL, Enterprise Architecture, XML, Java
Education
National Institute of Technology Calicut 1996 — 2000
Bachelor of Technology, Computer Science and Engineering
Sacred Heart College 1994 — 1996
Pre Degree
Eugene Holley's Morgan Stanley Wealth Management Experience July 2009 - July 2014
Job Senior Information Technology Manager
Industry Financial Services
Experience
RSD Consulting Solutions July 2014 - Present
Morgan Stanley Wealth Management July 2009 - July 2014
Morgan Stanley December 2006 - July 2009
Morgan Stanley December 2002 - December 2006
Morgan Stanley March 2000 - December 2002
Morgan Stanley October 1996 - March 2000
Lehman Brothers Holdings Inc. December 1991 - October 1996
Morgan Stanley June 1987 - December 1991
Chase Manhatten October 1986 - June 1987
Skills
Risk Management, Databases, Fixed Income, Equities, Leadership, Data Warehousing, Strategy, Securities, Finance, Financial Services, Business Intelligence, Sybase, Program Management, Trading, Management, Financial Risk, Mutual Funds, Bonds, Back Office, DB2, Trading Systems, Enterprise Software, Derivatives, Settlement, Access, Prime Brokerage, Operations Management, Financial Analysis, Capital Markets, Investment Banking, Hedge Funds, Middle Office, Electronic Trading, Options, Collateral Management, Securities Lending, Equity Derivatives, Reference Data, Alternative Investments
Education
New York Institute of Technology-Old Westbury 1987 — 1991
Bachelor's Degree, Computer Science, 3.88
RSD Consulting Solutions July 2014 - Present
Morgan Stanley Wealth Management July 2009 - July 2014
Morgan Stanley December 2006 - July 2009
Morgan Stanley December 2002 - December 2006
Morgan Stanley March 2000 - December 2002
Morgan Stanley October 1996 - March 2000
Lehman Brothers Holdings Inc. December 1991 - October 1996
Morgan Stanley June 1987 - December 1991
Chase Manhatten October 1986 - June 1987
Skills
Risk Management, Databases, Fixed Income, Equities, Leadership, Data Warehousing, Strategy, Securities, Finance, Financial Services, Business Intelligence, Sybase, Program Management, Trading, Management, Financial Risk, Mutual Funds, Bonds, Back Office, DB2, Trading Systems, Enterprise Software, Derivatives, Settlement, Access, Prime Brokerage, Operations Management, Financial Analysis, Capital Markets, Investment Banking, Hedge Funds, Middle Office, Electronic Trading, Options, Collateral Management, Securities Lending, Equity Derivatives, Reference Data, Alternative Investments
Education
New York Institute of Technology-Old Westbury 1987 — 1991
Bachelor's Degree, Computer Science, 3.88
Robert Fedder's Morgan Stanley Wealth Management Experience September 2013 - Present
Job Vice President at Morgan Stanley Operational Risk Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2013 - Present
Citibank January 2004 - May 2013
JPMorgan Chase 1994 - 2003
Smith Barney 1986 - 1993
Skills
SDLC, Team Leadership, Production Support, PMP, Program Management, Risk Management, Trading Systems, Disaster Recovery, Electronic Trading, Business Continuity, Requirements Gathering, New Business Development, Vendor Management, Banking, Financial Services, PMO, Process Improvement, Strategic Planning, Business Analysis, Data Modeling, Fixed Income, IT Strategy, Financial Statements, Management, Business Requirements, Cross-functional Team..., Software Project...
Education
NYU
Certificate in Computer Programming
Queens College
Morgan Stanley Wealth Management September 2013 - Present
Citibank January 2004 - May 2013
JPMorgan Chase 1994 - 2003
Smith Barney 1986 - 1993
Skills
SDLC, Team Leadership, Production Support, PMP, Program Management, Risk Management, Trading Systems, Disaster Recovery, Electronic Trading, Business Continuity, Requirements Gathering, New Business Development, Vendor Management, Banking, Financial Services, PMO, Process Improvement, Strategic Planning, Business Analysis, Data Modeling, Fixed Income, IT Strategy, Financial Statements, Management, Business Requirements, Cross-functional Team..., Software Project...
Education
NYU
Certificate in Computer Programming
Queens College
Andrea Jevne's Morgan Stanley Wealth Management Experience May 2000 - Present
Job Business Professional at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2000 - Present
Skills
Series 7, Series 63, Series 65, Life & Health Insurance..., Variable Contracts..., Wealth Management
Education
Northern Illinois University - College of Business 1995 — 1999
Bachelor of Science (B.S.), Finance
DeKalb High School
Morgan Stanley Wealth Management May 2000 - Present
Skills
Series 7, Series 63, Series 65, Life & Health Insurance..., Variable Contracts..., Wealth Management
Education
Northern Illinois University - College of Business 1995 — 1999
Bachelor of Science (B.S.), Finance
DeKalb High School
Nutan Dutt's Morgan Stanley Wealth Management Experience June 1998 - May 2003
Job Testing and Transformation Services
Industry Information Technology and Services
Experience
Deutsche Bank July 2013 - Present
Morgan Stanley August 2011 - January 2013
Morgan Stanley 1989 - January 2013
Morgan Stanley Wealth Management June 1998 - May 2003
dean witter 1990 - 1999
Skills
Fixed Income, Securities, Series 7, Market Data, Equities, Banking, SDLC, Financial Services, Back Office, Project Management, Management, Cash Management, Project Planning, IT Strategy, Business Analysis, Business Requirements, Settlement, Vendor Management, Operational Risk, Relationship Management, Change Management, Portfolio Management, Derivatives, Mutual Funds, Risk Management, Hedge Funds, Sybase, PMO, Asset Management, Electronic Trading, Equity Trading, Trading Systems, Financial Risk, Wealth Management, Trading, Requirements Gathering, Quality Assurance, Capital Markets, Loans, Investment Banking, Project Portfolio...
Education
New York University 1982 — 1986
Bachelor of Arts (B.A.), Information Technology
New York University 1980 — 1984
Deutsche Bank July 2013 - Present
Morgan Stanley August 2011 - January 2013
Morgan Stanley 1989 - January 2013
Morgan Stanley Wealth Management June 1998 - May 2003
dean witter 1990 - 1999
Skills
Fixed Income, Securities, Series 7, Market Data, Equities, Banking, SDLC, Financial Services, Back Office, Project Management, Management, Cash Management, Project Planning, IT Strategy, Business Analysis, Business Requirements, Settlement, Vendor Management, Operational Risk, Relationship Management, Change Management, Portfolio Management, Derivatives, Mutual Funds, Risk Management, Hedge Funds, Sybase, PMO, Asset Management, Electronic Trading, Equity Trading, Trading Systems, Financial Risk, Wealth Management, Trading, Requirements Gathering, Quality Assurance, Capital Markets, Loans, Investment Banking, Project Portfolio...
Education
New York University 1982 — 1986
Bachelor of Arts (B.A.), Information Technology
New York University 1980 — 1984
Linda Kreps's Morgan Stanley Wealth Management Experience April 2012 - Present
Job Marketing and Social Media Specialist at Morgan Stanley Wealth Management
Industry Medical Devices
Experience
Morgan Stanley Wealth Management April 2012 - Present
Smiths Medical June 2005 - June 2011
Education
Mount Vernon Nazarene University 2006 — 2006
MBA, Business Admin.
Morgan Stanley Wealth Management April 2012 - Present
Smiths Medical June 2005 - June 2011
Education
Mount Vernon Nazarene University 2006 — 2006
MBA, Business Admin.
Lazandra Cooper's Morgan Stanley Wealth Management Experience April 1996 - December 1996
Job Sr. Product Development/Production Manager
Industry Apparel & Fashion
Experience
Ryder Supply Chain Solutions October 2014 - Present
Watters Designs, Inc. October 2008 - July 2014
J.Crew January 2006 - July 2008
J.Crew January 2001 - January 2006
Warnaco September 1999 - January 2001
Worth New York April 1998 - September 1999
Alkahn Labels January 1997 - April 1998
Morgan Stanley Wealth Management April 1996 - December 1996
Skills
Apparel, Fashion, Inventory Management, Trend Analysis, Wovens, Retail, Trend, Tech Packs, Inventory Control, Denim, Sourcing, Textiles, Fashion Design, Product Development
Education
North Carolina Agricultural and Technical State University 1991 — 1995
Lean Manufacturing Online
Lean Manufacturing Certification, Courses toward
Ryder Supply Chain Solutions October 2014 - Present
Watters Designs, Inc. October 2008 - July 2014
J.Crew January 2006 - July 2008
J.Crew January 2001 - January 2006
Warnaco September 1999 - January 2001
Worth New York April 1998 - September 1999
Alkahn Labels January 1997 - April 1998
Morgan Stanley Wealth Management April 1996 - December 1996
Skills
Apparel, Fashion, Inventory Management, Trend Analysis, Wovens, Retail, Trend, Tech Packs, Inventory Control, Denim, Sourcing, Textiles, Fashion Design, Product Development
Education
North Carolina Agricultural and Technical State University 1991 — 1995
Lean Manufacturing Online
Lean Manufacturing Certification, Courses toward
Amy Esposito, PMP's Morgan Stanley Wealth Management Experience January 2013 - Present
Job at
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2013 - Present
E*TRADE Financial May 2011 - January 2013
Morgan Stanley March 1995 - August 2010
Skills
Series 7, Financial Services
Education
New York University 2009 — 2012
MS, Human Resource Management, Organizational Effectiveness
New York University
BA, Organizational Behavior & Communications
New York University 2006 — 2007
Professional Certificate in Business Project Management
Morgan Stanley Wealth Management January 2013 - Present
E*TRADE Financial May 2011 - January 2013
Morgan Stanley March 1995 - August 2010
Skills
Series 7, Financial Services
Education
New York University 2009 — 2012
MS, Human Resource Management, Organizational Effectiveness
New York University
BA, Organizational Behavior & Communications
New York University 2006 — 2007
Professional Certificate in Business Project Management
Alex Lemberg's Morgan Stanley Wealth Management Experience April 2004 - March 2005
Job VP Business Solutions at Citco Fund Services
Industry Internet
Experience
Citco Fund Services September 2014 - Present
Barclays Investment Bank November 2013 - July 2014
Hedge Fund December 2010 - December 2013
Credit Suisse October 2009 - November 2010
RBC Capital Markets July 2008 - September 2009
Bear Stearns January 2008 - May 2008
Och-Ziff Capital Management May 2007 - January 2008
Bank of America March 2005 - April 2007
Morgan Stanley Wealth Management April 2004 - March 2005
Merrill Lynch July 2003 - April 2004
Skills
Event Management, Entrepreneurship, Social Media, Strategic Planning, Email Marketing, Salesforce.com, Business Analysis, Project Management, SEO, Marketing Strategy, Software Development, Online Advertising, Event Planning, Start-ups, Public Relations, User Acceptance Testing, Business Intelligence, Trading
Education
New York University 1991 — 1992
Finance and Marketing
New York Military Academy 1983 — 1989
High School Degree JROTC/ROTC
Citco Fund Services September 2014 - Present
Barclays Investment Bank November 2013 - July 2014
Hedge Fund December 2010 - December 2013
Credit Suisse October 2009 - November 2010
RBC Capital Markets July 2008 - September 2009
Bear Stearns January 2008 - May 2008
Och-Ziff Capital Management May 2007 - January 2008
Bank of America March 2005 - April 2007
Morgan Stanley Wealth Management April 2004 - March 2005
Merrill Lynch July 2003 - April 2004
Skills
Event Management, Entrepreneurship, Social Media, Strategic Planning, Email Marketing, Salesforce.com, Business Analysis, Project Management, SEO, Marketing Strategy, Software Development, Online Advertising, Event Planning, Start-ups, Public Relations, User Acceptance Testing, Business Intelligence, Trading
Education
New York University 1991 — 1992
Finance and Marketing
New York Military Academy 1983 — 1989
High School Degree JROTC/ROTC
Kathleen Welte's Morgan Stanley Wealth Management Experience July 2011 - Present
Job Financial Planning Associate | Registered Associate
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2011 - Present
Precision Golf School May 2010 - July 2011
Triad Youth Golf Foundation May 2010 - July 2011
Triad Youth Golf Foundation May 2010 - July 2011
Skills
Golf
Education
North Carolina State University - College of Management 2006 — 2010
Business Administration, Finance Concentration
Morgan Stanley Wealth Management July 2011 - Present
Precision Golf School May 2010 - July 2011
Triad Youth Golf Foundation May 2010 - July 2011
Triad Youth Golf Foundation May 2010 - July 2011
Skills
Golf
Education
North Carolina State University - College of Management 2006 — 2010
Business Administration, Finance Concentration
Jena Cosimo's Morgan Stanley Wealth Management Experience April 2014 - April 2015
Job Director of Acquisitions at Monmouth Conservation Foundation
Industry Nonprofit Organization Management
Experience
Monmouth Conservation Foundation April 2015 - Present
Morgan Stanley Wealth Management April 2014 - April 2015
Monmouth Conservation Foundation January 2012 - April 2014
Monmouth Conservation Foundation September 2009 - December 2011
Triad Research & Consulting January 2009 - May 2009
Shoresense Fragrance Company September 2007 - January 2008
Apple Brook Farm June 2003 - August 2005
B&B Saddlery January 2005 - July 2005
Skills
Fundraising, Grants, Nonprofits, Community Outreach, Marketing, Microsoft Office, Customer Service, Non-profits, Public Policy, Grant Writing, Project Management, Event Management, Newsletters, Real Estate Transactions, Mac OS X, Accreditation, Conservation Easements, Communication Skills, Public Relations, Community Development, Management, Public Speaking
Education
Monmouth University 2004 — 2009
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Monmouth University
Bachelor of Science, Business Administration; Management and Marketing
Monmouth Conservation Foundation April 2015 - Present
Morgan Stanley Wealth Management April 2014 - April 2015
Monmouth Conservation Foundation January 2012 - April 2014
Monmouth Conservation Foundation September 2009 - December 2011
Triad Research & Consulting January 2009 - May 2009
Shoresense Fragrance Company September 2007 - January 2008
Apple Brook Farm June 2003 - August 2005
B&B Saddlery January 2005 - July 2005
Skills
Fundraising, Grants, Nonprofits, Community Outreach, Marketing, Microsoft Office, Customer Service, Non-profits, Public Policy, Grant Writing, Project Management, Event Management, Newsletters, Real Estate Transactions, Mac OS X, Accreditation, Conservation Easements, Communication Skills, Public Relations, Community Development, Management, Public Speaking
Education
Monmouth University 2004 — 2009
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Monmouth University
Bachelor of Science, Business Administration; Management and Marketing
Alicia Arellano's Morgan Stanley Wealth Management Experience February 2009 - January 2013
Job Fund Administrator
Industry Investment Management
Experience
State Street March 2014 - Present
Morgan Stanley Wealth Management February 2009 - January 2013
Morgan Stanley Wealth Management February 2004 - January 2009
Chicago Insurance Services July 2002 - February 2003
Ladenburg Thalmann March 2000 - March 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Quality Center, Quality Assurance, Test Scripts, Broadridge, User Acceptance Testing, Spanish-speaking
Education
New Jersey City University 1996 — 1999
Bachelor's degree, Business Administration and Management, General
Wood Tobe-Coburn School 1993 — 1994
Associate's degree, Occupational Studies
State Street March 2014 - Present
Morgan Stanley Wealth Management February 2009 - January 2013
Morgan Stanley Wealth Management February 2004 - January 2009
Chicago Insurance Services July 2002 - February 2003
Ladenburg Thalmann March 2000 - March 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Quality Center, Quality Assurance, Test Scripts, Broadridge, User Acceptance Testing, Spanish-speaking
Education
New Jersey City University 1996 — 1999
Bachelor's degree, Business Administration and Management, General
Wood Tobe-Coburn School 1993 — 1994
Associate's degree, Occupational Studies
Daniel Yoo's Morgan Stanley Wealth Management Experience 2011 - March 2013
Job at
Industry Internet
Experience
DoubleDutch May 2014 - May 2015
DoubleDutch September 2013 - May 2014
Reputation.com March 2013 - September 2013
Morgan Stanley Wealth Management 2011 - March 2013
Morgan Stanley Wealth Management June 2010 - August 2010
Lacrosse America April 2010 - June 2010
Skills
Financial Analysis, PowerPoint, Microsoft Excel, Microsoft Word, Social Media Marketing, Equities, Bloomberg, Fixed Income, Investments, Valuation, Securities, Investment Banking, Capital Markets, Economics, Corporate Finance, Bloomberg Terminal
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (MBA)
Northwestern University 2007 — 2011
BA, Economics, International Studies, Business Institutions Program
Harvard-Westlake School 2004 — 2007
Bachelor of Arts (B.A.), Economics
DoubleDutch May 2014 - May 2015
DoubleDutch September 2013 - May 2014
Reputation.com March 2013 - September 2013
Morgan Stanley Wealth Management 2011 - March 2013
Morgan Stanley Wealth Management June 2010 - August 2010
Lacrosse America April 2010 - June 2010
Skills
Financial Analysis, PowerPoint, Microsoft Excel, Microsoft Word, Social Media Marketing, Equities, Bloomberg, Fixed Income, Investments, Valuation, Securities, Investment Banking, Capital Markets, Economics, Corporate Finance, Bloomberg Terminal
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (MBA)
Northwestern University 2007 — 2011
BA, Economics, International Studies, Business Institutions Program
Harvard-Westlake School 2004 — 2007
Bachelor of Arts (B.A.), Economics
Joseph Silverman's Morgan Stanley Wealth Management Experience September 2012 - February 2013
Job Investment Banking Analyst at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. July 2014 - Present
Macquarie Group June 2013 - August 2013
Morgan Stanley Wealth Management September 2012 - February 2013
Wachtell, Lipton, Rosen & Katz June 2012 - August 2012
Merrill Lynch September 2011 - January 2012
Education
New York University 2010 — 2014
Bachelor of Arts (BA), Economics, Magna Cum Laude
New York University in Prague
Oppenheimer & Co. Inc. July 2014 - Present
Macquarie Group June 2013 - August 2013
Morgan Stanley Wealth Management September 2012 - February 2013
Wachtell, Lipton, Rosen & Katz June 2012 - August 2012
Merrill Lynch September 2011 - January 2012
Education
New York University 2010 — 2014
Bachelor of Arts (BA), Economics, Magna Cum Laude
New York University in Prague
Anderson Mitchell's Morgan Stanley Wealth Management Experience December 2005 - August 2007
Job Private Banker at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2010 - Present
Morgan Stanley Smith Barney September 2007 - April 2010
Morgan Stanley Wealth Management December 2005 - August 2007
Morgan Stanley Wealth Management April 2001 - November 2005
Skills
Wealth Management, Loans, Wealth, Strategic Financial..., Series 63, Series 65, Residential Mortgages, Commercial Lending, Securities Lending, Banking, Series 7, Asset Allocation, Retirement Planning, Insurance, Certified Financial..., Series 24
Education
NYU 1993 — 1997
Bachelor of Science (BSc), Mathematics
Morgan Stanley May 2010 - Present
Morgan Stanley Smith Barney September 2007 - April 2010
Morgan Stanley Wealth Management December 2005 - August 2007
Morgan Stanley Wealth Management April 2001 - November 2005
Skills
Wealth Management, Loans, Wealth, Strategic Financial..., Series 63, Series 65, Residential Mortgages, Commercial Lending, Securities Lending, Banking, Series 7, Asset Allocation, Retirement Planning, Insurance, Certified Financial..., Series 24
Education
NYU 1993 — 1997
Bachelor of Science (BSc), Mathematics
Eric Yanders's Morgan Stanley Wealth Management Experience June 2013 - Present
Job Financial Advisor at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2013 - Present
PPL Solutions, LLC December 2010 - June 2013
Education
Moravian College 2006 — 2010
Bachelors, Accounting
Morgan Stanley Wealth Management June 2013 - Present
PPL Solutions, LLC December 2010 - June 2013
Education
Moravian College 2006 — 2010
Bachelors, Accounting
Elizabeth Jennings's Morgan Stanley Wealth Management Experience March 2011 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2011 - Present
Morgan Stanley Smith Barney January 2010 - March 2011
Morgan Stanley Dean Witter December 2006 - January 2010
Skills
Separately Managed..., Series 7, Series 63, Fixed Income, Structured Products, Bonds, Wealth Management, Capital Markets, Equities, Swaps, Financial Services
Education
New York University 2004 — 2006
Masters, Finance
University of Rhode Island - College of Business Administration 1999 — 2003
Bachelor of Science, Business
Holy Child 1995 — 1999
Morgan Stanley Wealth Management March 2011 - Present
Morgan Stanley Smith Barney January 2010 - March 2011
Morgan Stanley Dean Witter December 2006 - January 2010
Skills
Separately Managed..., Series 7, Series 63, Fixed Income, Structured Products, Bonds, Wealth Management, Capital Markets, Equities, Swaps, Financial Services
Education
New York University 2004 — 2006
Masters, Finance
University of Rhode Island - College of Business Administration 1999 — 2003
Bachelor of Science, Business
Holy Child 1995 — 1999
elizabeth salicco's Morgan Stanley Wealth Management Experience 2012 - Present
Job first vice president MSSB
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2012 - Present
Morgan Stanley Wealth Management March 2010 - February 2012
Citi Smith Barney March 1985 - February 2010
Skills
Securities, Wealth Management, Fixed Income, Series 63, Equities, Forecasting, Investments, Commercial Mortgages, Series 7
Education
New York University 1976 — 1981
BA, Economics
St. Jean Baptiste HS New York NY 1972 — 1975
Morgan Stanley Wealth Management 2012 - Present
Morgan Stanley Wealth Management March 2010 - February 2012
Citi Smith Barney March 1985 - February 2010
Skills
Securities, Wealth Management, Fixed Income, Series 63, Equities, Forecasting, Investments, Commercial Mortgages, Series 7
Education
New York University 1976 — 1981
BA, Economics
St. Jean Baptiste HS New York NY 1972 — 1975
Stephen (Steve) Tosha's Morgan Stanley Wealth Management Experience August 2011 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2011 - Present
Turtle Creek Chorale, Inc (Non-Profit) July 2009 - July 2011
VERIZON BUSINESS (formerly Verizon and GTE) January 1980 - January 2009
Verizon Business January 1999 - January 2003
GTE Communications Corporation January 1997 - January 1999
Various GTE Network Services January 1980 - January 1993
Skills
Series 7, New Business Development, Wealth Management, Retirement Planning, Non-profits, Foundations, Financial Planning, Strategic Planning, Series 66, General Insurance, Account Management, Budgets, Business Development, Contract Negotiation, Cross-functional Team..., Executive Management, Finance, Financial Modeling, Financial Services, Fundraising, Investments, Leadership, Managed Services, Managerial Finance, Marketing, Negotiation, Nonprofits, Outsourcing, Policy, Product Management, Project Management, Project Planning, Sales, Sales Operations, Start-ups, Strategic Financial..., Strategic Partnerships, Strategy, Telecommunications, Uniform Combined State...
Education
NYU 2009 — 2010
Arts Administration, Major
University of Phoenix 1994 — 1998
Bachelor of Science, Business Management
Morgan Stanley Wealth Management August 2011 - Present
Turtle Creek Chorale, Inc (Non-Profit) July 2009 - July 2011
VERIZON BUSINESS (formerly Verizon and GTE) January 1980 - January 2009
Verizon Business January 1999 - January 2003
GTE Communications Corporation January 1997 - January 1999
Various GTE Network Services January 1980 - January 1993
Skills
Series 7, New Business Development, Wealth Management, Retirement Planning, Non-profits, Foundations, Financial Planning, Strategic Planning, Series 66, General Insurance, Account Management, Budgets, Business Development, Contract Negotiation, Cross-functional Team..., Executive Management, Finance, Financial Modeling, Financial Services, Fundraising, Investments, Leadership, Managed Services, Managerial Finance, Marketing, Negotiation, Nonprofits, Outsourcing, Policy, Product Management, Project Management, Project Planning, Sales, Sales Operations, Start-ups, Strategic Financial..., Strategic Partnerships, Strategy, Telecommunications, Uniform Combined State...
Education
NYU 2009 — 2010
Arts Administration, Major
University of Phoenix 1994 — 1998
Bachelor of Science, Business Management
Allison Le's Morgan Stanley Wealth Management Experience January 2014 - Present
Job Morgan Stanley Wealth Management
Industry Accounting
Experience
Morgan Stanley Wealth Management January 2014 - Present
Le Management, LLC January 2010 - Present
Journalism Center on Children & Families August 2013 - 2013
Vietnamese Americans Celebrating Freedom 2008 - 2013
Condominium Services, Inc. April 2012 - September 2012
Mid-Atlantic Union of Vietnamese Student Associations (MAUVSA) 2011 - 2012
Union of North American Vietnamese Student Associations August 2010 - August 2011
University of Maryland 2009 - 2011
Union of North American Vietnamese Student Associations 2009 - 2010
Sears, Roebuck and Co. 2006 - 2008
Education
University of Maryland University College 2011 — 2014
MBA, Master's of Business Administration
University of Maryland University College 2009 — 2011
Accounting, Minor in Business Administration (B.S)
Northern Virginia Community College 2007 — 2008
Associate of Science (A.S.)
Eleanor Roosevelt High School 2002 — 2006
Biotechnology
Virginia Commonwealth University
Virginia Commonwealth University
Morgan Stanley Wealth Management January 2014 - Present
Le Management, LLC January 2010 - Present
Journalism Center on Children & Families August 2013 - 2013
Vietnamese Americans Celebrating Freedom 2008 - 2013
Condominium Services, Inc. April 2012 - September 2012
Mid-Atlantic Union of Vietnamese Student Associations (MAUVSA) 2011 - 2012
Union of North American Vietnamese Student Associations August 2010 - August 2011
University of Maryland 2009 - 2011
Union of North American Vietnamese Student Associations 2009 - 2010
Sears, Roebuck and Co. 2006 - 2008
Education
University of Maryland University College 2011 — 2014
MBA, Master's of Business Administration
University of Maryland University College 2009 — 2011
Accounting, Minor in Business Administration (B.S)
Northern Virginia Community College 2007 — 2008
Associate of Science (A.S.)
Eleanor Roosevelt High School 2002 — 2006
Biotechnology
Virginia Commonwealth University
Virginia Commonwealth University
Erris Gray's Morgan Stanley Wealth Management Experience December 2012 - Present
Job Retirement Support Services Sr Associate at Morgan Stanley Wealth Management
Industry Music
Experience
Morgan Stanley Wealth Management December 2012 - Present
Surreal Sounds September 2009 - December 2012
T. Rowe Price February 2007 - January 2010
Skills
Music Production, Music, Recording, Entertainment, Music Publishing, Audio Engineering, Songs, Social Media, IRAs, 401k, Retirement Benefits, Retirement Savings, Sales, Photoshop
Education
Morgan State University 2002 — 2006
Bachelor of Science (B.S.), Business Management
Morgan Stanley Wealth Management December 2012 - Present
Surreal Sounds September 2009 - December 2012
T. Rowe Price February 2007 - January 2010
Skills
Music Production, Music, Recording, Entertainment, Music Publishing, Audio Engineering, Songs, Social Media, IRAs, 401k, Retirement Benefits, Retirement Savings, Sales, Photoshop
Education
Morgan State University 2002 — 2006
Bachelor of Science (B.S.), Business Management
Claudia Chen, CFA's Morgan Stanley Wealth Management Experience April 2012 - Present
Job Senior Product Manager at Morgan Stanley Wealth Management
Industry Investment Banking
Experience
Morgan Stanley Wealth Management April 2012 - Present
JPMorgan Chase December 2011 - April 2012
IN TRANSITION November 2011 - December 2011
RBS Greenwich Capital July 2007 - October 2011
Bank of America July 2001 - July 2007
Leapnet March 2000 - May 2001
Ernst & Young July 1997 - March 2000
ThoughtWorks April 1995 - March 1997
Skills
Business Analysis, Fixed Income, Trading Systems, Credit Derivatives
Education
University of Chicago GSB 1990 — 1992
MBA, Finance
National Taiwan University 1986 — 1990
BS, Finance and Business Administration
Morgan Stanley Wealth Management April 2012 - Present
JPMorgan Chase December 2011 - April 2012
IN TRANSITION November 2011 - December 2011
RBS Greenwich Capital July 2007 - October 2011
Bank of America July 2001 - July 2007
Leapnet March 2000 - May 2001
Ernst & Young July 1997 - March 2000
ThoughtWorks April 1995 - March 1997
Skills
Business Analysis, Fixed Income, Trading Systems, Credit Derivatives
Education
University of Chicago GSB 1990 — 1992
MBA, Finance
National Taiwan University 1986 — 1990
BS, Finance and Business Administration
Gabrielle Lois's Morgan Stanley Wealth Management Experience December 2011 - December 2011
Job Administrative Assistant at Morgan Stanley Smith Barney
Industry Financial Services
Experience
MSCI Inc December 2011 - Present
Morgan Stanley Wealth Management December 2011 - December 2011
Morgan Stanley Wealth Management February 2006 - December 2011
John Petschauer Insurance Agency May 2005 - February 2006
IAG LTD September 2004 - May 2005
PACE University Lubin School of Business September 2001 - August 2004
Education
New York Career Institute
Pace University
Criminal Justice
MSCI Inc December 2011 - Present
Morgan Stanley Wealth Management December 2011 - December 2011
Morgan Stanley Wealth Management February 2006 - December 2011
John Petschauer Insurance Agency May 2005 - February 2006
IAG LTD September 2004 - May 2005
PACE University Lubin School of Business September 2001 - August 2004
Education
New York Career Institute
Pace University
Criminal Justice
Alease Chabrak's Morgan Stanley Wealth Management Experience April 2012 - Present
Job Senior Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2012 - Present
Great Scott Financial April 2006 - August 2011
Wachovia Securities December 1994 - April 2004
Wall Street Access June 1992 - December 1994
Skills
Series 7, Series 63, Series 24, Series 9, Series 10
Education
Moravian College 1984 — 1988
BA, Business Management
Morgan Stanley Wealth Management April 2012 - Present
Great Scott Financial April 2006 - August 2011
Wachovia Securities December 1994 - April 2004
Wall Street Access June 1992 - December 1994
Skills
Series 7, Series 63, Series 24, Series 9, Series 10
Education
Moravian College 1984 — 1988
BA, Business Management
Eric Kojo Kodua's Morgan Stanley Wealth Management Experience January 2014 - Present
Job IT Problem Management at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Wealth Management June 2009 - January 2014
Citigroup June 2000 - June 2009
Pfizer Consumer Healthcare 1997 - 2000
Lucent Technologies January 1996 - September 1997
Skills
Business Analysis, Vendor Management, IT Management, Risk Management, SDLC, IT Operations, Change Management, Project Management, Visio, ITIL, IT Strategy, Disaster Recovery, SharePoint, Data Center, IT Service Management
Education
Stevens Institute of Technology 2010 — 2012
Masters, M.Sc Financial Engineering
Stevens Institute of Technology 2001 — 2003
Masters, M.Sc Information Technnology Management
New Jersey Institute of Technology 1995 — 1999
Undergraduate, BSc Computer Engineering
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Wealth Management June 2009 - January 2014
Citigroup June 2000 - June 2009
Pfizer Consumer Healthcare 1997 - 2000
Lucent Technologies January 1996 - September 1997
Skills
Business Analysis, Vendor Management, IT Management, Risk Management, SDLC, IT Operations, Change Management, Project Management, Visio, ITIL, IT Strategy, Disaster Recovery, SharePoint, Data Center, IT Service Management
Education
Stevens Institute of Technology 2010 — 2012
Masters, M.Sc Financial Engineering
Stevens Institute of Technology 2001 — 2003
Masters, M.Sc Information Technnology Management
New Jersey Institute of Technology 1995 — 1999
Undergraduate, BSc Computer Engineering
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
Craig Woolridge's Morgan Stanley Wealth Management Experience 2000 - 2004
Job Director of Marketing and Client Relations at LibertyView Capital Management
Industry Financial Services
Experience
LibertyView Capital Management March 2012 - Present
BNP Paribas 2006 - 2011
Morgan Stanley Wealth Management 2000 - 2004
Blaylock & Partners 1998 - 2000
Cantor Fitzgerald 1991 - 1998
TD 1987 - 1991
Chase 1985 - 1987
Skills
Hedge Funds, Alternative Investments, Asset Management, Investments, Fixed Income, Equities, Capital Markets, Bloomberg, Portfolio Management, Derivatives, Trading, Investment Banking, Series 7, Private Equity, Financial Services, Asset Managment, Entrepreneurship, Mergers & Acquisitions, Investment Management, Emerging Markets, Options, Structured Products, Credit
Education
Morehouse College 1980 — 1985
BA, Marketing and Finance
Berkeley High School
LibertyView Capital Management March 2012 - Present
BNP Paribas 2006 - 2011
Morgan Stanley Wealth Management 2000 - 2004
Blaylock & Partners 1998 - 2000
Cantor Fitzgerald 1991 - 1998
TD 1987 - 1991
Chase 1985 - 1987
Skills
Hedge Funds, Alternative Investments, Asset Management, Investments, Fixed Income, Equities, Capital Markets, Bloomberg, Portfolio Management, Derivatives, Trading, Investment Banking, Series 7, Private Equity, Financial Services, Asset Managment, Entrepreneurship, Mergers & Acquisitions, Investment Management, Emerging Markets, Options, Structured Products, Credit
Education
Morehouse College 1980 — 1985
BA, Marketing and Finance
Berkeley High School
William Hsieh's Morgan Stanley Wealth Management Experience March 2006 - Present
Job Morgan Stanley Wealth Management
Industry Information Technology and Services
Experience
Morgan Stanley Wealth Management March 2006 - Present
Ruby Digital March 2005 - February 2006
Morgan Stanley June 1996 - August 2004
Cheyenne Software November 1993 - June 1996
Skills
Web Technologies, Client Server..., C#, C++, JavaScript, AJAX, .NET CLR, ASP.NET, ASP.NET MVC, Web Services, WCF, Winsock, IIS, XML/XSLT/XSL-FO, Atlassian JIRA, Microsoft SQL Server, DB2, SDLC
Education
State University of New York at Albany
Master's degree, Computer Science
National Chiao Tung University
Bachelor's degree, Computer Engineering
Morgan Stanley Wealth Management March 2006 - Present
Ruby Digital March 2005 - February 2006
Morgan Stanley June 1996 - August 2004
Cheyenne Software November 1993 - June 1996
Skills
Web Technologies, Client Server..., C#, C++, JavaScript, AJAX, .NET CLR, ASP.NET, ASP.NET MVC, Web Services, WCF, Winsock, IIS, XML/XSLT/XSL-FO, Atlassian JIRA, Microsoft SQL Server, DB2, SDLC
Education
State University of New York at Albany
Master's degree, Computer Science
National Chiao Tung University
Bachelor's degree, Computer Engineering
Bryan Hudson's Morgan Stanley Wealth Management Experience October 1998 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 1998 - Present
Skills
Photography, Graphic Design, Customer Service
Education
National University 2001 — 2004
English
Canyon Springs High School 1990 — 1994
Morgan Stanley Wealth Management October 1998 - Present
Skills
Photography, Graphic Design, Customer Service
Education
National University 2001 — 2004
English
Canyon Springs High School 1990 — 1994
Adam Deutsch, CRPS's Morgan Stanley Wealth Management Experience August 2011 - May 2013
Job Participant Account Representative at Mutual of America
Industry Financial Services
Experience
Mutual of America June 2013 - Present
Morgan Stanley Wealth Management August 2011 - May 2013
UniFirst Corporation April 2010 - May 2011
See Colleges Below September 2007 - April 2010
State Farm August 2005 - August 2007
Skills
Strategic Financial..., New Business Development, Financial Analysis, Sales, Sales Presentations, Manage Client..., Client Development, Retirement Planning, Series 7, 401k, Mutual Funds, Relationship Management, Employee Benefits, Finance, Financial Planning
Education
Saint John Fisher College 2008 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Monroe Community College
Associate of Science (A.S.), Business Administration and Management, General
Mutual of America June 2013 - Present
Morgan Stanley Wealth Management August 2011 - May 2013
UniFirst Corporation April 2010 - May 2011
See Colleges Below September 2007 - April 2010
State Farm August 2005 - August 2007
Skills
Strategic Financial..., New Business Development, Financial Analysis, Sales, Sales Presentations, Manage Client..., Client Development, Retirement Planning, Series 7, 401k, Mutual Funds, Relationship Management, Employee Benefits, Finance, Financial Planning
Education
Saint John Fisher College 2008 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Monroe Community College
Associate of Science (A.S.), Business Administration and Management, General
Jeffrey Bonilla's Morgan Stanley Wealth Management Experience September 2013 - November 2013
Job
Industry Insurance
Experience
State Farm May 2015 - Present
United Capital Financial Advisers, LLC July 2014 - May 2015
United Capital Financial Advisers, LLC December 2013 - July 2014
Morgan Stanley Wealth Management September 2013 - November 2013
PNC January 2012 - August 2013
Bank of America January 2010 - December 2011
BB&T September 2007 - December 2009
Skills
Banking, Retirement Planning, Alternative Investments, Investment Management, Wealth Management, Strategic Financial..., Financial Services, Estate Planning, Portfolio Performance..., Asset Allocation, Retail Banking, Loans, Cross Selling, Finance, Consumer Lending, Leadership, Cash-flow Management, Home Equity Loans, Relationship Management, Customer Acquisition, Customer Experience..., Team Management, Strategic Partnerships, Staff Development, Resourceful..., Private Clients, Salesforce.com, Financial Planning, Property & Casualty..., Life Insurance, Portfolio Management, Investments, Management, Financial Analysis, Risk Management, Mutual Funds, Sales, Insurance, Securities, Series 63, Financial Advisory, Customer Service, Retirement, Business Development
Education
Montgomery College
State Farm May 2015 - Present
United Capital Financial Advisers, LLC July 2014 - May 2015
United Capital Financial Advisers, LLC December 2013 - July 2014
Morgan Stanley Wealth Management September 2013 - November 2013
PNC January 2012 - August 2013
Bank of America January 2010 - December 2011
BB&T September 2007 - December 2009
Skills
Banking, Retirement Planning, Alternative Investments, Investment Management, Wealth Management, Strategic Financial..., Financial Services, Estate Planning, Portfolio Performance..., Asset Allocation, Retail Banking, Loans, Cross Selling, Finance, Consumer Lending, Leadership, Cash-flow Management, Home Equity Loans, Relationship Management, Customer Acquisition, Customer Experience..., Team Management, Strategic Partnerships, Staff Development, Resourceful..., Private Clients, Salesforce.com, Financial Planning, Property & Casualty..., Life Insurance, Portfolio Management, Investments, Management, Financial Analysis, Risk Management, Mutual Funds, Sales, Insurance, Securities, Series 63, Financial Advisory, Customer Service, Retirement, Business Development
Education
Montgomery College
Rosemary Iadarola's Morgan Stanley Wealth Management Experience August 2013 - Present
Job First Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2013 - Present
Morgan Stanley Wealth Management October 2011 - August 2013
Morgan Stanley Wealth Management April 1991 - October 2011
Skills
Series 7, Series 8 (equivilant of..., series 31, Series 63, Series 66, Human Resources, Operations Management, Team Leadership, Team Building, Conflict Resolution, Performance Appraisal, Project Management, Leadership Development, Business Process..., Internal Controls, Asset Allocation, Alternative Investments
Education
Northern Illinois University
Bachelor's degree, Journalism
Morgan Stanley Wealth Management August 2013 - Present
Morgan Stanley Wealth Management October 2011 - August 2013
Morgan Stanley Wealth Management April 1991 - October 2011
Skills
Series 7, Series 8 (equivilant of..., series 31, Series 63, Series 66, Human Resources, Operations Management, Team Leadership, Team Building, Conflict Resolution, Performance Appraisal, Project Management, Leadership Development, Business Process..., Internal Controls, Asset Allocation, Alternative Investments
Education
Northern Illinois University
Bachelor's degree, Journalism
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.