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
Morgan Stanley Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Morgan Stanley Wealth Management Employees
Employee
Years
Job
Industry
Jessica Diemer Jessica Diemer's Morgan Stanley Wealth Management Experience March 2012 - Present
Job Global Stock Plan Services Representative @ Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2012 - Present
Ritter Associates August 2010 - March 2012
Dick's Sporting Goods September 2008 - July 2010
Elder Beerman September 2005 - January 2008
Skills
Customer Service, Microsoft Word, PowerPoint
Education
Ohio Dominican University 2013 — 2015
Master of Business Administration (M.B.A.), Finance
University of Toledo 2007 — 2011
Bachelors of Business Administration, Finance with a minor in Accounting and Mangment
Morgan Stanley Wealth Management March 2012 - Present
Ritter Associates August 2010 - March 2012
Dick's Sporting Goods September 2008 - July 2010
Elder Beerman September 2005 - January 2008
Skills
Customer Service, Microsoft Word, PowerPoint
Education
Ohio Dominican University 2013 — 2015
Master of Business Administration (M.B.A.), Finance
University of Toledo 2007 — 2011
Bachelors of Business Administration, Finance with a minor in Accounting and Mangment
Maxwell Massey's Morgan Stanley Wealth Management Experience May 2012 - August 2012
Job Reporter at News 2 in North Platte, Nebraska
Industry Broadcast Media
Experience
Gray Television January 2015 - Present
Penn State Sports Night January 2014 - Present
WKPS-FM The LION 90.7FM January 2014 - Present
Penn State Network Television August 2013 - Present
CBS New York May 2014 - August 2014
Fantasy Buzzer Inc April 2013 - February 2014
The Sports Network December 2013 - January 2014
CBS News May 2013 - August 2013
Kenneth Kitay & Associates May 2012 - August 2012
Morgan Stanley Wealth Management May 2012 - August 2012
Skills
Adobe Premiere, INews, WordPress, Broadcast Television, Sports Writing, Social Media, Team Leadership, PowerPoint, Microsoft Excel, Microsoft Word, Storytelling, Avid, Microsoft Office, Editing, Journalism, Facebook, Social Networking, Broadcast Journalism, Public Speaking, Research, Broadcast, Final Cut Pro, Television, Sports, Interviews, Writing, Video
Education
Penn State University 2010 — 2014
Broadcast Journalism and History, History
Penn State University, State 2010 — 2014
Bachelor of Arts, History, Broadcast Journalism Business
UDHS 2006 — 2010
UDHS
UDHS
Gray Television January 2015 - Present
Penn State Sports Night January 2014 - Present
WKPS-FM The LION 90.7FM January 2014 - Present
Penn State Network Television August 2013 - Present
CBS New York May 2014 - August 2014
Fantasy Buzzer Inc April 2013 - February 2014
The Sports Network December 2013 - January 2014
CBS News May 2013 - August 2013
Kenneth Kitay & Associates May 2012 - August 2012
Morgan Stanley Wealth Management May 2012 - August 2012
Skills
Adobe Premiere, INews, WordPress, Broadcast Television, Sports Writing, Social Media, Team Leadership, PowerPoint, Microsoft Excel, Microsoft Word, Storytelling, Avid, Microsoft Office, Editing, Journalism, Facebook, Social Networking, Broadcast Journalism, Public Speaking, Research, Broadcast, Final Cut Pro, Television, Sports, Interviews, Writing, Video
Education
Penn State University 2010 — 2014
Broadcast Journalism and History, History
Penn State University, State 2010 — 2014
Bachelor of Arts, History, Broadcast Journalism Business
UDHS 2006 — 2010
UDHS
UDHS
Kenney H. Kim's Morgan Stanley Wealth Management Experience September 2012 - September 2013
Job Analyst
Industry Financial Services
Experience
FCTI, Inc: Financial Consulting & Trading International, Inc. April 2015 - Present
PwC March 2014 - Present
ICDC College January 2013 - January 2014
Morgan Stanley Wealth Management September 2012 - September 2013
UBS July 2009 - August 2010
Skills
Financial Modeling, Investments, Portfolio Management, Financial Analysis, Series 7, Asset Management, Bloomberg, Corporate Finance, Valuation, Economics, Data Analysis, Microsoft Excel, Analysis, Business Analysis, Business Strategy, Microsoft Office, Accounting, Emerging Markets, Strategic Planning, PowerPoint, Market Research, Finance, Strategic Financial..., Equity Research, Financial Planning
Education
University of California, Los Angeles 2007 — 2009
B.A., International Development Studies
Universidad de Córdoba 2008 — 2009
Orange Coast College 2005 — 2007
Business Economics
FCTI, Inc: Financial Consulting & Trading International, Inc. April 2015 - Present
PwC March 2014 - Present
ICDC College January 2013 - January 2014
Morgan Stanley Wealth Management September 2012 - September 2013
UBS July 2009 - August 2010
Skills
Financial Modeling, Investments, Portfolio Management, Financial Analysis, Series 7, Asset Management, Bloomberg, Corporate Finance, Valuation, Economics, Data Analysis, Microsoft Excel, Analysis, Business Analysis, Business Strategy, Microsoft Office, Accounting, Emerging Markets, Strategic Planning, PowerPoint, Market Research, Finance, Strategic Financial..., Equity Research, Financial Planning
Education
University of California, Los Angeles 2007 — 2009
B.A., International Development Studies
Universidad de Córdoba 2008 — 2009
Orange Coast College 2005 — 2007
Business Economics
Scott Lakin Scott Lakin's Morgan Stanley Wealth Management Experience March 2013 - June 2013
Job Analyst at LiveWatch Security Wireless Home Security Systems
Industry Insurance
Experience
LiveWatch Security - Wireless Home Security Systems September 2015 - Present
Capgemini June 2014 - September 2015
Northwestern University August 2010 - June 2014
LiveWatch Security January 2014 - May 2014
Morgan Stanley Wealth Management March 2013 - June 2013
Skills
Microsoft Excel, Guidewire, PowerPoint, Research, Microsoft Word, Data Analysis, SharePoint, NetSuite, Visio, User Interface..., Microsoft Office
Education
Northwestern University 2010 — 2014
Economics
Deerfield High School 2006 — 2010
LiveWatch Security - Wireless Home Security Systems September 2015 - Present
Capgemini June 2014 - September 2015
Northwestern University August 2010 - June 2014
LiveWatch Security January 2014 - May 2014
Morgan Stanley Wealth Management March 2013 - June 2013
Skills
Microsoft Excel, Guidewire, PowerPoint, Research, Microsoft Word, Data Analysis, SharePoint, NetSuite, Visio, User Interface..., Microsoft Office
Education
Northwestern University 2010 — 2014
Economics
Deerfield High School 2006 — 2010
Gennadiy Kleyman Gennadiy Kleyman's Morgan Stanley Wealth Management Experience July 2014 - Present
Job Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2014 - Present
Merrill Lynch January 2014 - July 2014
Merrill Lynch January 2012 - December 2013
Merrill Lynch July 2010 - December 2011
News Corporation January 2009 - September 2009
Skills
Financial Modeling, Banking, Investments, Management, SDLC, Process Improvement, Budgets
Education
Pace University - Lubin School of Business 2006 — 2010
BBA, Finance
Morgan Stanley Wealth Management July 2014 - Present
Merrill Lynch January 2014 - July 2014
Merrill Lynch January 2012 - December 2013
Merrill Lynch July 2010 - December 2011
News Corporation January 2009 - September 2009
Skills
Financial Modeling, Banking, Investments, Management, SDLC, Process Improvement, Budgets
Education
Pace University - Lubin School of Business 2006 — 2010
BBA, Finance
Shrinivas Penugonda, MBA Shrinivas Penugonda, MBA's Morgan Stanley Wealth Management Experience January 1998 - October 2002
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2002 - Present
Morgan Stanley Wealth Management January 1998 - October 2002
Merrill Lynch October 1993 - December 1997
Wilkes University September 1987 - October 1993
Skills
Retirement Planning, Finance, Estate Planning, Leadership, SDLC, Investments, Financial Planning, Process Improvement, Data Analysis, Retirement
Education
Wilkes University 1983 — 1985
Master of Business Administration (M.B.A.), Finance, General
Osmania University 1977 — 1981
Bachelor of Science (BS)
Ameriprise Financial Services, Inc. November 2002 - Present
Morgan Stanley Wealth Management January 1998 - October 2002
Merrill Lynch October 1993 - December 1997
Wilkes University September 1987 - October 1993
Skills
Retirement Planning, Finance, Estate Planning, Leadership, SDLC, Investments, Financial Planning, Process Improvement, Data Analysis, Retirement
Education
Wilkes University 1983 — 1985
Master of Business Administration (M.B.A.), Finance, General
Osmania University 1977 — 1981
Bachelor of Science (BS)
Ron Gin, CFP Ron Gin, CFP's Morgan Stanley Wealth Management Experience May 1998 - Present
Job Certified Financial Planner, Financial Advisor, Associate VP at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 1998 - Present
Morgan Stanley Wealth Management May 1998 - Present
Education
Notre Dame de Namur University
MBA, Finance
Morgan Stanley Wealth Management May 1998 - Present
Morgan Stanley Wealth Management May 1998 - Present
Education
Notre Dame de Namur University
MBA, Finance
Kenneth Donnelly Kenneth Donnelly's Morgan Stanley Wealth Management Experience March 2011 - May 2013
Job
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2011 - May 2013
Wells Fargo Advisors January 2009 - March 2011
Citigroup Global World Markets March 2008 - January 2009
FFR Advisory, LLC & FFR Insurance Services Inc. July 2000 - July 2007
Palley-Needelman Asset Management April 1998 - July 2000
Washington Mutual Financial Services January 1997 - April 1998
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, English, Strategic Planning, Budgets, Research, Outlook, Negotiation, Windows
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1997 — 1999
Master of Business Administration (MBA), Finance and Financial Management Services, 3.8
Tulane University 1987 — 1991
Bachelor of Arts (B.A.), Economics, 3.40
Tulane University 1987 — 1991
Bachelor's degree, Business Administration and Management, Finance, 3.20
Morgan Stanley Wealth Management March 2011 - May 2013
Wells Fargo Advisors January 2009 - March 2011
Citigroup Global World Markets March 2008 - January 2009
FFR Advisory, LLC & FFR Insurance Services Inc. July 2000 - July 2007
Palley-Needelman Asset Management April 1998 - July 2000
Washington Mutual Financial Services January 1997 - April 1998
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, English, Strategic Planning, Budgets, Research, Outlook, Negotiation, Windows
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1997 — 1999
Master of Business Administration (MBA), Finance and Financial Management Services, 3.8
Tulane University 1987 — 1991
Bachelor of Arts (B.A.), Economics, 3.40
Tulane University 1987 — 1991
Bachelor's degree, Business Administration and Management, Finance, 3.20
Don DiDonato Don DiDonato's Morgan Stanley Wealth Management Experience October 2002 - June 2013
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments November 2014 - Present
Ameriprise Financial Services, Inc. June 2013 - August 2014
Morgan Stanley Wealth Management October 2002 - June 2013
Merrill Lynch September 1994 - March 2001
Education
Penn State University 1990 — 1994
Bachlor of Science, Marketing
PNC Investments November 2014 - Present
Ameriprise Financial Services, Inc. June 2013 - August 2014
Morgan Stanley Wealth Management October 2002 - June 2013
Merrill Lynch September 1994 - March 2001
Education
Penn State University 1990 — 1994
Bachlor of Science, Marketing
Andy Rieger's Morgan Stanley Wealth Management Experience May 2012 - Present
Job Senior Vice President
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2012 - Present
Morgan Stanley Smith Barney January 2009 - May 2012
Smith Barney July 1995 - January 2009
Hecht's Department Stores September 1994 - July 1995
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Financial Analysis, Leadership, Portfolio Management, Process Improvement, Risk Management, Sales, Strategic Planning
Education
Penn State University 1990 — 1994
Bachelor of Science (B.Sc.), Marketing
Semester at Sea 1993 — 1993
Spring 1993 trip
Walt Whitman High School 1986 — 1990
Morgan Stanley Wealth Management May 2012 - Present
Morgan Stanley Smith Barney January 2009 - May 2012
Smith Barney July 1995 - January 2009
Hecht's Department Stores September 1994 - July 1995
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Financial Analysis, Leadership, Portfolio Management, Process Improvement, Risk Management, Sales, Strategic Planning
Education
Penn State University 1990 — 1994
Bachelor of Science (B.Sc.), Marketing
Semester at Sea 1993 — 1993
Spring 1993 trip
Walt Whitman High School 1986 — 1990
Rich Bloom, CFP® Rich Bloom, CFP®'s Morgan Stanley Wealth Management Experience January 2014 - Present
Job Financial Advisor at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Wealth Management June 2011 - December 2013
AllianceBernstein June 2006 - May 2011
Skills
Equities, Fixed Income, Asset Management, Investments, Portfolio Management, Capital Markets
Education
Penn State University 2002 — 2006
Finance
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Wealth Management June 2011 - December 2013
AllianceBernstein June 2006 - May 2011
Skills
Equities, Fixed Income, Asset Management, Investments, Portfolio Management, Capital Markets
Education
Penn State University 2002 — 2006
Finance
Edward Wastell III Edward Wastell III's Morgan Stanley Wealth Management Experience May 2013 - Present
Job Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2013 - Present
Morgan Stanley Smith Barney January 2012 - May 2013
Morgan Stanley Smith Barney March 2011 - March 2012
Morgan Stanley Smith Barney March 2008 - March 2011
Morgan Stanley Smith Barney April 2007 - April 2008
Hudson North Management LLC August 2005 - May 2007
Skills
Finance, Wealth Management, Budgets
Education
Pace University - Lubin School of Business 1998 — 2002
BBA, Finance
a long time ago...
Morgan Stanley Wealth Management May 2013 - Present
Morgan Stanley Smith Barney January 2012 - May 2013
Morgan Stanley Smith Barney March 2011 - March 2012
Morgan Stanley Smith Barney March 2008 - March 2011
Morgan Stanley Smith Barney April 2007 - April 2008
Hudson North Management LLC August 2005 - May 2007
Skills
Finance, Wealth Management, Budgets
Education
Pace University - Lubin School of Business 1998 — 2002
BBA, Finance
a long time ago...
Benjamin Wales Benjamin Wales's Morgan Stanley Wealth Management Experience February 2014 - May 2014
Job Junior Analyst at Golub Capital
Industry Financial Services
Experience
Golub Capital June 2015 - Present
Pace University August 2012 - May 2015
RBC Capital Markets June 2014 - August 2014
Morgan Stanley Wealth Management February 2014 - May 2014
Argo Partners September 2013 - December 2013
New York Film Academy May 2013 - August 2013
Olympia Sports June 2009 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, HTML, Windows, Event Planning, Time Management, Management, Social Networking
Education
Pace University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General, 3.57/4.0
Morse High School 2008 — 2011
Golub Capital June 2015 - Present
Pace University August 2012 - May 2015
RBC Capital Markets June 2014 - August 2014
Morgan Stanley Wealth Management February 2014 - May 2014
Argo Partners September 2013 - December 2013
New York Film Academy May 2013 - August 2013
Olympia Sports June 2009 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, HTML, Windows, Event Planning, Time Management, Management, Social Networking
Education
Pace University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General, 3.57/4.0
Morse High School 2008 — 2011
Grace Buckingham Grace Buckingham's Morgan Stanley Wealth Management Experience June 2014 - August 2014
Job Morgan Stanley Wealth Management Capital Markets
Industry Financial Services
Experience
Northwestern University September 2011 - June 2015
Morgan Stanley Wealth Management June 2014 - August 2014
Kate Somerville Skin Care LLC June 2013 - August 2013
Gilardi & Co. LLC June 2011 - August 2012
Wipeout Bar & Grill May 2010 - August 2010
Skills
Spanish, Legal Assistance, Public Policy, Microsoft Excel, Data Analysis, PowerPoint, Document Drafting, Microsoft Word, Litigation Support, Microsoft Office, Leadership, Marketing, Management
Education
Northwestern University 2011 — 2015
Intended B.A., Psychology
St. Ignatius College Preparatory 2007 — 2011
Northwestern University September 2011 - June 2015
Morgan Stanley Wealth Management June 2014 - August 2014
Kate Somerville Skin Care LLC June 2013 - August 2013
Gilardi & Co. LLC June 2011 - August 2012
Wipeout Bar & Grill May 2010 - August 2010
Skills
Spanish, Legal Assistance, Public Policy, Microsoft Excel, Data Analysis, PowerPoint, Document Drafting, Microsoft Word, Litigation Support, Microsoft Office, Leadership, Marketing, Management
Education
Northwestern University 2011 — 2015
Intended B.A., Psychology
St. Ignatius College Preparatory 2007 — 2011
Josh Walker, Esq. Josh Walker, Esq.'s Morgan Stanley Wealth Management Experience December 2012 - August 2013
Job MBA Candidate SMU Cox School of Business 2017
Industry Financial Services
Experience
Walker Law Group May 2014 - Present
Evercore Enterprises, LLC May 2014 - Present
Morgan Stanley Wealth Management December 2012 - August 2013
Day, Edwards October 2010 - December 2010
American Bank Systems February 2010 - May 2010
Skills
Legal Research, Litigation, Commercial Litigation, Corporate Law, Mediation, Family Law, Securities Regulation, Mergers, Banking Law, Document Review, Civil Litigation, Legal Writing, Estate Planning, Criminal Law, Bankruptcy, Series 7
Education
Oklahoma City University School of Law 2008 — 2011
Juris Doctor, Law
University of Oklahoma 2006 — 2008
Zoology: Biomedical Science, Pre-Medicine/Pre-Medical Studies
Southern Methodist University - Cox School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Walker Law Group May 2014 - Present
Evercore Enterprises, LLC May 2014 - Present
Morgan Stanley Wealth Management December 2012 - August 2013
Day, Edwards October 2010 - December 2010
American Bank Systems February 2010 - May 2010
Skills
Legal Research, Litigation, Commercial Litigation, Corporate Law, Mediation, Family Law, Securities Regulation, Mergers, Banking Law, Document Review, Civil Litigation, Legal Writing, Estate Planning, Criminal Law, Bankruptcy, Series 7
Education
Oklahoma City University School of Law 2008 — 2011
Juris Doctor, Law
University of Oklahoma 2006 — 2008
Zoology: Biomedical Science, Pre-Medicine/Pre-Medical Studies
Southern Methodist University - Cox School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Antonia Spadafina Antonia Spadafina's Morgan Stanley Wealth Management Experience June 2009 - July 2013
Job Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase May 2014 - Present
Morgan Stanley Wealth Management June 2009 - July 2013
Citi Smith Barney November 1990 - June 2009
Dean Witter Reynolds September 1988 - October 1990
EDO, Inc October 1986 - September 1988
Bantam Doubleday Dell October 1984 - July 1986
Skills
SDLC, Project Management, DB2, Project Planning, Project Delivery, Requirements Analysis, Team Leadership, CICS, Team Building, Communication Skills, Highly detail oriented, People Development, E-commerce, Database Design, Result Oriented Approach, Graphic Design, Transaction Processing, Creative Writing, Languages, COBOLII, HTML, CSS Javascript, Software Development, Business Analysis
Education
Pace University - Lubin School of Business 1980 — 1984
Bachelor of Business Administration (BBA), Management Information Systems and Services
Chubb Institute 1985 — 1986
Certificate in Programming, Computer Programming
JPMorgan Chase May 2014 - Present
Morgan Stanley Wealth Management June 2009 - July 2013
Citi Smith Barney November 1990 - June 2009
Dean Witter Reynolds September 1988 - October 1990
EDO, Inc October 1986 - September 1988
Bantam Doubleday Dell October 1984 - July 1986
Skills
SDLC, Project Management, DB2, Project Planning, Project Delivery, Requirements Analysis, Team Leadership, CICS, Team Building, Communication Skills, Highly detail oriented, People Development, E-commerce, Database Design, Result Oriented Approach, Graphic Design, Transaction Processing, Creative Writing, Languages, COBOLII, HTML, CSS Javascript, Software Development, Business Analysis
Education
Pace University - Lubin School of Business 1980 — 1984
Bachelor of Business Administration (BBA), Management Information Systems and Services
Chubb Institute 1985 — 1986
Certificate in Programming, Computer Programming
Phyllis Richards Phyllis Richards's Morgan Stanley Wealth Management Experience January 2013 - March 2014
Job Product Manager at Nationwide Bank
Industry Financial Services
Experience
Nationwide Insurance August 2015 - Present
Commerce National Bank March 2014 - August 2015
Morgan Stanley Wealth Management January 2013 - March 2014
SunTrust Bank April 2010 - December 2012
First Data Corporation April 2006 - November 2009
Global Payments October 2002 - March 2006
Fifth Third Bank April 2001 - April 2002
Skills
Payment Card Processing, Business Development, Client Development, Strategic Planning, Quality Assurance, Strategy, Process Improvement, Sales, Management, CRM, Financial Services, Credit Cards, Team Leadership, Merchant Services, B2B, Banking, Relationship Management, Payments, Product Management
Education
Ohio Dominican University
Shorter University
Bachelors Science, Management
Nationwide Insurance August 2015 - Present
Commerce National Bank March 2014 - August 2015
Morgan Stanley Wealth Management January 2013 - March 2014
SunTrust Bank April 2010 - December 2012
First Data Corporation April 2006 - November 2009
Global Payments October 2002 - March 2006
Fifth Third Bank April 2001 - April 2002
Skills
Payment Card Processing, Business Development, Client Development, Strategic Planning, Quality Assurance, Strategy, Process Improvement, Sales, Management, CRM, Financial Services, Credit Cards, Team Leadership, Merchant Services, B2B, Banking, Relationship Management, Payments, Product Management
Education
Ohio Dominican University
Shorter University
Bachelors Science, Management
Joseph Han Joseph Han's Morgan Stanley Wealth Management Experience February 2014 - April 2014
Job Sales Associate at Germain Motor Company
Industry Investment Management
Experience
Germain Motor Company - Honda April 2014 - Present
Morgan Stanley Wealth Management February 2014 - April 2014
Morgan Stanley Wealth Management September 2012 - February 2014
York Risk Services Group 2014 - 2014
McHahns Inc October 2006 - April 2012
BMW Financial Services April 2002 - September 2006
Skills
Banking, Financial Services, Sales, Asset Allocation, Equities, Wealth Management..., Retail, Entrepreneurship, CPS, FDR, Money Transfers, Account Management, Buyer Representation, Vehicle Leasing, Automotive, Client Reporting, Performance Allocation, Gain & Loss
Education
Penn State University
University of Cincinnati
Germain Motor Company - Honda April 2014 - Present
Morgan Stanley Wealth Management February 2014 - April 2014
Morgan Stanley Wealth Management September 2012 - February 2014
York Risk Services Group 2014 - 2014
McHahns Inc October 2006 - April 2012
BMW Financial Services April 2002 - September 2006
Skills
Banking, Financial Services, Sales, Asset Allocation, Equities, Wealth Management..., Retail, Entrepreneurship, CPS, FDR, Money Transfers, Account Management, Buyer Representation, Vehicle Leasing, Automotive, Client Reporting, Performance Allocation, Gain & Loss
Education
Penn State University
University of Cincinnati
Elizabeth Proitsis's Morgan Stanley Wealth Management Experience April 2014 - Present
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2014 - Present
Morgan Stanley December 2011 - Present
Ares Sportswear October 2008 - December 2011
Ohio Wesleyan University August 2004 - May 2007
GLCA NY Arts Program 2007 - 2007
Skills
Photography, Photoshop, Digital Photography, Social Media Marketing, Social Media, Marketing, Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Customer Retention, Online Support, Dividends, Reorg, Mutual Funds, Series 7
Education
Ohio Dominican University 2013 — 2015
Master of Business Administration (MBA), Finance, General
Ohio Wesleyan University 2004 — 2008
B.F.A., Photography
Morgan Stanley Wealth Management April 2014 - Present
Morgan Stanley December 2011 - Present
Ares Sportswear October 2008 - December 2011
Ohio Wesleyan University August 2004 - May 2007
GLCA NY Arts Program 2007 - 2007
Skills
Photography, Photoshop, Digital Photography, Social Media Marketing, Social Media, Marketing, Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Customer Retention, Online Support, Dividends, Reorg, Mutual Funds, Series 7
Education
Ohio Dominican University 2013 — 2015
Master of Business Administration (MBA), Finance, General
Ohio Wesleyan University 2004 — 2008
B.F.A., Photography
Sheila Fabrizio Sheila Fabrizio's Morgan Stanley Wealth Management Experience March 2014 - May 2014
Job Senior Business Assistant
Industry Information Technology and Services
Experience
MasterCard May 2015 - Present
JLT RE (North America) October 2014 - November 2014
Morgan Stanley Wealth Management March 2014 - May 2014
ELIZABETH ARDEN, INC. October 2005 - September 2013
CITIGROUP June 2004 - August 2005
CANNY, BOWEN INC. April 2003 - March 2004
HEIDRICK & STRUGGLES July 1999 - April 2003
Skills
Management, Marketing, Training, Customer Service, Microsoft Office, Leadership, Human Resources, Budgets, Administration, Process Scheduler, Administrative..., Talent Acquisition, Outlook, Forecasting, MS Word; PowerPoint;..., PowerPoint, Oracle E-Business Suite, Cross-functional Team..., Event Planning, Project Management, Team Building
Education
Norwalk Community College
General Studies
MasterCard May 2015 - Present
JLT RE (North America) October 2014 - November 2014
Morgan Stanley Wealth Management March 2014 - May 2014
ELIZABETH ARDEN, INC. October 2005 - September 2013
CITIGROUP June 2004 - August 2005
CANNY, BOWEN INC. April 2003 - March 2004
HEIDRICK & STRUGGLES July 1999 - April 2003
Skills
Management, Marketing, Training, Customer Service, Microsoft Office, Leadership, Human Resources, Budgets, Administration, Process Scheduler, Administrative..., Talent Acquisition, Outlook, Forecasting, MS Word; PowerPoint;..., PowerPoint, Oracle E-Business Suite, Cross-functional Team..., Event Planning, Project Management, Team Building
Education
Norwalk Community College
General Studies
Daniel R. Smith Daniel R. Smith's Morgan Stanley Wealth Management Experience March 2008 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2008 - Present
UBS Financial Services April 1998 - March 2008
PaineWebber April 1998 - March 2008
Skills
Asset Management, Fixed Annuities, Finance, Financial Analysis, Insurance, Life Insurance, Risk Management, Series 7, Wealth Management, Uniform Combined State..., Mutual Funds, Strategic Planning
Education
Bishop Shanahan High School 1980 — 1984
Baccalaureate
Penn State University 1980 — 1984
BS, Finance
Morgan Stanley Wealth Management March 2008 - Present
UBS Financial Services April 1998 - March 2008
PaineWebber April 1998 - March 2008
Skills
Asset Management, Fixed Annuities, Finance, Financial Analysis, Insurance, Life Insurance, Risk Management, Series 7, Wealth Management, Uniform Combined State..., Mutual Funds, Strategic Planning
Education
Bishop Shanahan High School 1980 — 1984
Baccalaureate
Penn State University 1980 — 1984
BS, Finance
Amy Keebler's Morgan Stanley Wealth Management Experience April 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2013 - Present
Mediterranean Securities Group LLC April 2011 - January 2013
Forge Financial Group, Inc. March 2001 - April 2011
Skills
Microsoft Excel, Microsoft Office, Thompson One, QuickBooks, Paychex, Accounts Payable
Education
Santaluces Community High School 1986 — 1989
Palm Beach State College
Morgan Stanley Wealth Management April 2013 - Present
Mediterranean Securities Group LLC April 2011 - January 2013
Forge Financial Group, Inc. March 2001 - April 2011
Skills
Microsoft Excel, Microsoft Office, Thompson One, QuickBooks, Paychex, Accounts Payable
Education
Santaluces Community High School 1986 — 1989
Palm Beach State College
Teayna Gibbs Teayna Gibbs's Morgan Stanley Wealth Management Experience 2010 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2010 - 2011
Morgan Stanley Wealth Management February 2010 - September 2010
MasterCard Worldwide March 2008 - October 2009
IBM Corporation July 2000 - February 2008
Education
College of New Rochelle 2010 — 2014
BA in progress
College of New Rochelle 2010 — 2014
Bachelors Degree, Progress
Pace University
Morgan Stanley Wealth Management 2010 - 2011
Morgan Stanley Wealth Management February 2010 - September 2010
MasterCard Worldwide March 2008 - October 2009
IBM Corporation July 2000 - February 2008
Education
College of New Rochelle 2010 — 2014
BA in progress
College of New Rochelle 2010 — 2014
Bachelors Degree, Progress
Pace University
Jennifer Westpfahl Jennifer Westpfahl's Morgan Stanley Wealth Management Experience May 2014 - Present
Job Executive Director Divisional Business Service Officer at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2014 - Present
Morgan Stanley Wealth Management May 2011 - May 2014
Morgan Stanley Smith Barney April 2008 - May 2011
Citi SmithBarney December 2004 - April 2008
New York Life August 2002 - November 2004
Lincoln Investment Planning September 1999 - August 2002
Skills
FINRA, Brokerage, Wealth Management, Banking, Investments, Investment Banking, Series 7, Series 3, Series 24, Series 9/10, Series 66, Compliance, Sales Operations, Financial Services, Nyse, Securities, Vendor Management, Financial Risk, Financial Operations, Strategic Planning, Organizational..., Risk Management, Uniform Combined State..., Executive Management, Performance Management, Series 65, Alternative Investments, Strategic Partnerships, Series 63, Financial Metrics
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2013
Executive MBA
University of Central Arkansas 1994 — 1999
BBA, Finance
Morgan Stanley Wealth Management May 2014 - Present
Morgan Stanley Wealth Management May 2011 - May 2014
Morgan Stanley Smith Barney April 2008 - May 2011
Citi SmithBarney December 2004 - April 2008
New York Life August 2002 - November 2004
Lincoln Investment Planning September 1999 - August 2002
Skills
FINRA, Brokerage, Wealth Management, Banking, Investments, Investment Banking, Series 7, Series 3, Series 24, Series 9/10, Series 66, Compliance, Sales Operations, Financial Services, Nyse, Securities, Vendor Management, Financial Risk, Financial Operations, Strategic Planning, Organizational..., Risk Management, Uniform Combined State..., Executive Management, Performance Management, Series 65, Alternative Investments, Strategic Partnerships, Series 63, Financial Metrics
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2013
Executive MBA
University of Central Arkansas 1994 — 1999
BBA, Finance
Barry Krouk's Morgan Stanley Wealth Management Experience October 2013 - Present
Job Managing Director Divisional Chief Operating Officer at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2013 - Present
Skills
Wealth Management, Recruiting, Talent Management, Series 7, Series 63, Alternative Investments, Talent Acquisition, Insurance, Leadership, Financial Services, Retirement Planning, Financial Advisory, Asset Allocation, Investment Strategies, Mutual Funds, Investment Advisory, Management, Series 24, Uniform Combined State..., Securities, FINRA
Education
Penn State University
Morgan Stanley Wealth Management October 2013 - Present
Skills
Wealth Management, Recruiting, Talent Management, Series 7, Series 63, Alternative Investments, Talent Acquisition, Insurance, Leadership, Financial Services, Retirement Planning, Financial Advisory, Asset Allocation, Investment Strategies, Mutual Funds, Investment Advisory, Management, Series 24, Uniform Combined State..., Securities, FINRA
Education
Penn State University
Dana DiSalvo's Morgan Stanley Wealth Management Experience January 1998 - June 2015
Job Portfolio Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 1998 - June 2015
Skills
Wealth Management, Series 7, Series 63, Mutual Funds, Asset Allocation
Education
Palm Beach Atlantic University 1997 — 2001
BS, Accounting and Finance
Morgan Stanley Wealth Management January 1998 - June 2015
Skills
Wealth Management, Series 7, Series 63, Mutual Funds, Asset Allocation
Education
Palm Beach Atlantic University 1997 — 2001
BS, Accounting and Finance
Kevin Molinaro, MBA Kevin Molinaro, MBA's Morgan Stanley Wealth Management Experience April 2004 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2004 - Present
Mellon Financial April 1999 - September 2003
Skills
Series 7, Series 66, Service Management, Process Improvement, Management, Mutual Funds, Wealth Management, Investments, Series 63, Uniform Combined State..., FINRA, Financial Advisory, Securities, Asset Allocation, Retirement Planning, Financial Services, Risk Management
Education
Ohio Dominican University 2008 — 2010
MBA, Business
Penn State University 1994 — 1998
B.A., Political Science
Morgan Stanley Wealth Management April 2004 - Present
Mellon Financial April 1999 - September 2003
Skills
Series 7, Series 66, Service Management, Process Improvement, Management, Mutual Funds, Wealth Management, Investments, Series 63, Uniform Combined State..., FINRA, Financial Advisory, Securities, Asset Allocation, Retirement Planning, Financial Services, Risk Management
Education
Ohio Dominican University 2008 — 2010
MBA, Business
Penn State University 1994 — 1998
B.A., Political Science
Brittanie Phillips's Morgan Stanley Wealth Management Experience 2013 - 2013
Job MBA Candidate | Class of 2015 at Penn State
Industry Financial Services
Experience
Westinghouse Electric Company June 2014 - August 2014
Morgan Stanley Wealth Management 2013 - 2013
Rush Philanthropic Arts Foundation 2012 - 2013
Island Def Jam Music Group 2012 - 2013
Charles Rutenberg 2006 - 2010
Ernst & Young June 2008 - June 2009
GMAC Commercial Finance 2006 - 2007
Skills
Market Research, Fundraising, Due Diligence, Marketing, Social Media, Event Planning, Microsoft Office, Public Speaking, Microsoft Excel, Social Networking, PowerPoint, Executive Management, Alternative Investments, Real Estate Private..., Private Equity, Hedge Funds, Client Service Oriented
Education
Penn State University 2013 — 2015
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
Penn State University 2004 — 2008
Bachelor of Science, Finance & International Business
IES 2007 — 2007
Study Abroad, International Business
Westinghouse Electric Company June 2014 - August 2014
Morgan Stanley Wealth Management 2013 - 2013
Rush Philanthropic Arts Foundation 2012 - 2013
Island Def Jam Music Group 2012 - 2013
Charles Rutenberg 2006 - 2010
Ernst & Young June 2008 - June 2009
GMAC Commercial Finance 2006 - 2007
Skills
Market Research, Fundraising, Due Diligence, Marketing, Social Media, Event Planning, Microsoft Office, Public Speaking, Microsoft Excel, Social Networking, PowerPoint, Executive Management, Alternative Investments, Real Estate Private..., Private Equity, Hedge Funds, Client Service Oriented
Education
Penn State University 2013 — 2015
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
Penn State University 2004 — 2008
Bachelor of Science, Finance & International Business
IES 2007 — 2007
Study Abroad, International Business
Joseph Lucot Joseph Lucot's Morgan Stanley Wealth Management Experience June 2013 - Present
Job Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2013 - Present
IBM Global Business Services July 2010 - June 2013
JPMorgan Chase 2005 - January 2009
State Street Wealth Manager Services 2003 - 2005
Deutsche Bank Private Wealth Management 2003 - 2005
JPMorgan Chase 1989 - 2002
Mellon Bank 1982 - 1989
Electronic Data Systems 1979 - 1982
Skills
Portfolio Management, Trust Accounting, Brokerage, Requirements Analysis, Securities, PMO, SDLC, PMP, Business Analysis, Vendor Management, Back Office, IT Strategy, Requirements Gathering, Offshoring, Business Requirements, Program Management, Outsourcing, Visio, Capital Markets, MS Project, Process Improvement, Project Planning, Business Management, IT Management, Management Consulting, Banking, Project Delivery, User Acceptance Testing, Software Project..., Waterfall, Change Management, Business Transformation, Investment Banking, Equities, Acquisition Integration, Reporting & Analysis, Business Process..., Integration, Management, Project Management, Business Process..., Project Portfolio..., Strategy
Education
Stony Brook University 2009 — 2009
Certificate, Project Management Program
University of Pittsburgh 1982 — 1983
Business
Pittsburgh School of Computer Technology 1980 — 1981
Diploma, Computer Programming
Penn State University 1979 — 1981
Business
Morgan Stanley Wealth Management June 2013 - Present
IBM Global Business Services July 2010 - June 2013
JPMorgan Chase 2005 - January 2009
State Street Wealth Manager Services 2003 - 2005
Deutsche Bank Private Wealth Management 2003 - 2005
JPMorgan Chase 1989 - 2002
Mellon Bank 1982 - 1989
Electronic Data Systems 1979 - 1982
Skills
Portfolio Management, Trust Accounting, Brokerage, Requirements Analysis, Securities, PMO, SDLC, PMP, Business Analysis, Vendor Management, Back Office, IT Strategy, Requirements Gathering, Offshoring, Business Requirements, Program Management, Outsourcing, Visio, Capital Markets, MS Project, Process Improvement, Project Planning, Business Management, IT Management, Management Consulting, Banking, Project Delivery, User Acceptance Testing, Software Project..., Waterfall, Change Management, Business Transformation, Investment Banking, Equities, Acquisition Integration, Reporting & Analysis, Business Process..., Integration, Management, Project Management, Business Process..., Project Portfolio..., Strategy
Education
Stony Brook University 2009 — 2009
Certificate, Project Management Program
University of Pittsburgh 1982 — 1983
Business
Pittsburgh School of Computer Technology 1980 — 1981
Diploma, Computer Programming
Penn State University 1979 — 1981
Business
Priscilla Sabates Priscilla Sabates's Morgan Stanley Wealth Management Experience January 2010 - March 2013
Job Financial Advisor at UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services Inc. March 2013 - Present
Morgan Stanley Wealth Management January 2010 - March 2013
Morgan Stanley Wealth Management January 2010 - March 2013
Skills
Series 7, Wealth Management, Retirement Planning, Mutual Funds, Investments, Asset Allocation, Strategic Financial..., Investment Advisory, Series 63, Retirement, Investment Strategies, Securities, Equities, Financial Advisory
Education
Nova Southeastern University 2008 — 2010
Master of Business Administration (MBA)
University of Miami 2004 — 2008
Bachelor of Arts (BA), English, Criminology, History
UBS Financial Services Inc. March 2013 - Present
Morgan Stanley Wealth Management January 2010 - March 2013
Morgan Stanley Wealth Management January 2010 - March 2013
Skills
Series 7, Wealth Management, Retirement Planning, Mutual Funds, Investments, Asset Allocation, Strategic Financial..., Investment Advisory, Series 63, Retirement, Investment Strategies, Securities, Equities, Financial Advisory
Education
Nova Southeastern University 2008 — 2010
Master of Business Administration (MBA)
University of Miami 2004 — 2008
Bachelor of Arts (BA), English, Criminology, History
Elizabeth Gunnip Elizabeth Gunnip's Morgan Stanley Wealth Management Experience 1992 - 1995
Job Private Client Assistant at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott January 2008 - Present
A.G. Edwards & Sons, Inc. 1994 - 2008
Morgan Stanley Wealth Management 1992 - 1995
Skills
Mutual Funds, Investments, Retirement Planning, Wealth Management, Microsoft Office, Strategic Financial..., Microsoft Excel, Financial Analysis, Financial Planning, Series 63, Asset Allocation, Customer Service
Education
Onondaga Community College 1989 — 1991
Westhill Syracuse, NY 1984 — 1988
Janney Montgomery Scott January 2008 - Present
A.G. Edwards & Sons, Inc. 1994 - 2008
Morgan Stanley Wealth Management 1992 - 1995
Skills
Mutual Funds, Investments, Retirement Planning, Wealth Management, Microsoft Office, Strategic Financial..., Microsoft Excel, Financial Analysis, Financial Planning, Series 63, Asset Allocation, Customer Service
Education
Onondaga Community College 1989 — 1991
Westhill Syracuse, NY 1984 — 1988
Kyle Curran's Morgan Stanley Wealth Management Experience September 2013 - October 2014
Job Equities Research Sales Analyst at Jefferies
Industry Financial Services
Experience
Jefferies October 2014 - Present
Morgan Stanley Wealth Management September 2013 - October 2014
Northwestern Mutual December 2012 - May 2013
Enterprise Rent-A-Car May 2012 - August 2012
Skills
Sales, Management, Business Strategy, Customer Service, Financial Services, Interpersonal..., Outlook, Microsoft Office, Insurance, Training, Finance, Strategic Financial..., Sales Management, New Business Development, Leadership, Financial Analysis, Time Management, Microsoft Excel, Microsoft Word, Customer Satisfaction, Recruiting, Analysis, Team Leadership, PowerPoint, Marketing, Employee Training, Fixed Annuities, Series 7, Retirement, Retirement Planning, Securities, Wealth Management, Estate Planning, Asset Allocation, Equities, Financial Planning
Education
Pace University - Lubin School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Worcester Academy 2008 — 2009
Post Graduate
Jefferies October 2014 - Present
Morgan Stanley Wealth Management September 2013 - October 2014
Northwestern Mutual December 2012 - May 2013
Enterprise Rent-A-Car May 2012 - August 2012
Skills
Sales, Management, Business Strategy, Customer Service, Financial Services, Interpersonal..., Outlook, Microsoft Office, Insurance, Training, Finance, Strategic Financial..., Sales Management, New Business Development, Leadership, Financial Analysis, Time Management, Microsoft Excel, Microsoft Word, Customer Satisfaction, Recruiting, Analysis, Team Leadership, PowerPoint, Marketing, Employee Training, Fixed Annuities, Series 7, Retirement, Retirement Planning, Securities, Wealth Management, Estate Planning, Asset Allocation, Equities, Financial Planning
Education
Pace University - Lubin School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Worcester Academy 2008 — 2009
Post Graduate
Daveta Winski Daveta Winski's Morgan Stanley Wealth Management Experience September 2010 - Present
Job Portfolio Associate Morgan Stanley Wealth Associate
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2010 - Present
Chase June 2008 - September 2010
Chase Bank December 1994 - June 2008
Skills
Customer Service, Sales, Insurance, Portfolio Management, Banking
Education
Parsons School of Design 1984 — 1986
High School of Art & Design 1980 — 1984
Morgan Stanley Wealth Management September 2010 - Present
Chase June 2008 - September 2010
Chase Bank December 1994 - June 2008
Skills
Customer Service, Sales, Insurance, Portfolio Management, Banking
Education
Parsons School of Design 1984 — 1986
High School of Art & Design 1980 — 1984
Andrew B. Stern, MBA, AICP, CFM, LEED GA Andrew B. Stern, MBA, AICP, CFM, LEED GA's Morgan Stanley Wealth Management Experience May 2013 - January 2014
Job Municipal Planning & Development
Industry Government Administration
Experience
East Hempfield Township January 2014 - Present
Morgan Stanley Wealth Management May 2013 - January 2014
Johnson, Mirmiran & Thompson September 2007 - March 2013
Springettsbury Township April 1996 - September 2007
City of York, PA June 1992 - April 1996
Skills
Management, Strategic Planning, Public Speaking, Nonprofits, Economic Development, Government, Leadership Development, Community Outreach, Leadership, Budgets
Education
York College of Pennsylvania 1997 — 2001
Master's Degree, Business Administration and Management, General
University of Oklahoma 1999 — 2000
Certificate, Economic Development Institute
Penn State University 1996 — 1997
N/A, Public Administration
York College of Pennsylvania 1989 — 1992
BA, Public Administration
East Hempfield Township January 2014 - Present
Morgan Stanley Wealth Management May 2013 - January 2014
Johnson, Mirmiran & Thompson September 2007 - March 2013
Springettsbury Township April 1996 - September 2007
City of York, PA June 1992 - April 1996
Skills
Management, Strategic Planning, Public Speaking, Nonprofits, Economic Development, Government, Leadership Development, Community Outreach, Leadership, Budgets
Education
York College of Pennsylvania 1997 — 2001
Master's Degree, Business Administration and Management, General
University of Oklahoma 1999 — 2000
Certificate, Economic Development Institute
Penn State University 1996 — 1997
N/A, Public Administration
York College of Pennsylvania 1989 — 1992
BA, Public Administration
Adam Nelik Adam Nelik's Morgan Stanley Wealth Management Experience August 2009 - March 2013
Job Internal Investment Specialist at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
TD Ameritrade March 2013 - April 2014
Morgan Stanley Wealth Management August 2009 - March 2013
Morgan Stanley August 2008 - August 2009
Morgan Stanley August 2007 - August 2008
Skills
Bloomberg, Capital Markets, Fixed Income, Bonds, Financial Markets, Credit, Microsoft Office, Financial Analysis, Corporate Finance, Financial Modeling, Trading, Mutual Funds, Wealth Management
Education
Penn State University 2003 — 2007
Bachelor of Science (B.S.), Finance, General
Morgan Stanley August 2014 - Present
TD Ameritrade March 2013 - April 2014
Morgan Stanley Wealth Management August 2009 - March 2013
Morgan Stanley August 2008 - August 2009
Morgan Stanley August 2007 - August 2008
Skills
Bloomberg, Capital Markets, Fixed Income, Bonds, Financial Markets, Credit, Microsoft Office, Financial Analysis, Corporate Finance, Financial Modeling, Trading, Mutual Funds, Wealth Management
Education
Penn State University 2003 — 2007
Bachelor of Science (B.S.), Finance, General
Elisa Murray's Morgan Stanley Wealth Management Experience August 2008 - May 2010
Job Behavior Tutor at Judson Center
Industry Mental Health Care
Experience
Judson Center September 2013 - Present
Judson Center December 2009 - September 2013
Morgan Stanley Wealth Management August 2008 - May 2010
Skills
Autism Spectrum..., Social Services, Community Outreach, Nonprofits, Psychology, Data Entry, Program Development, Case Management, Behavioral Health
Education
Oakland University 2011 — 2013
Bachelor of Arts (BA), Psychology
Oakland Community College 2007 — 2010
Associate of Arts (AA)
Judson Center September 2013 - Present
Judson Center December 2009 - September 2013
Morgan Stanley Wealth Management August 2008 - May 2010
Skills
Autism Spectrum..., Social Services, Community Outreach, Nonprofits, Psychology, Data Entry, Program Development, Case Management, Behavioral Health
Education
Oakland University 2011 — 2013
Bachelor of Arts (BA), Psychology
Oakland Community College 2007 — 2010
Associate of Arts (AA)
Phil Constants Phil Constants's Morgan Stanley Wealth Management Experience November 2011 - August 2012
Job Internal Sales Consultant at New York Life & MainStay Investments
Industry Investment Management
Experience
New York Life & MainStay Investments February 2013 - Present
New York Life & MainStay Investments October 2012 - February 2013
Morgan Stanley Wealth Management November 2011 - August 2012
RW Promotions, LLC May 2009 - November 2011
RW Promotions May 2008 - May 2009
Approved Promotions, LLC May 2007 - May 2008
Skills
Mutual Funds, Series 7, Investments, Securities, Management, Series 66, Customer Service, Business Management, Event Management, Microsoft Office, Windows, Mac OS X, Analytics, Financial Services, Income, Annuity Product..., Asset Allocation..., Creative Problem Solving, Equity Product Knowledge, Fixed Income Product..., Guaranteed Income..., Investment Products, Marketing Strategy, Mutual Fund Product..., Relationship Management, Securities Industry, Social Media, Social Networking, Thought Leadership, Value Add Knowledge, Wealth Management...
Education
Philadelphia University 2004 — 2009
BS, Accounting
New York Life & MainStay Investments February 2013 - Present
New York Life & MainStay Investments October 2012 - February 2013
Morgan Stanley Wealth Management November 2011 - August 2012
RW Promotions, LLC May 2009 - November 2011
RW Promotions May 2008 - May 2009
Approved Promotions, LLC May 2007 - May 2008
Skills
Mutual Funds, Series 7, Investments, Securities, Management, Series 66, Customer Service, Business Management, Event Management, Microsoft Office, Windows, Mac OS X, Analytics, Financial Services, Income, Annuity Product..., Asset Allocation..., Creative Problem Solving, Equity Product Knowledge, Fixed Income Product..., Guaranteed Income..., Investment Products, Marketing Strategy, Mutual Fund Product..., Relationship Management, Securities Industry, Social Media, Social Networking, Thought Leadership, Value Add Knowledge, Wealth Management...
Education
Philadelphia University 2004 — 2009
BS, Accounting
Nancy Colindres Nancy Colindres's Morgan Stanley Wealth Management Experience March 2014 - Present
Job Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2014 - Present
Perceptive Promotions December 2012 - March 2014
Social Security Administration September 2007 - March 2014
Promoevents Media May 2010 - August 2013
Doctor D Schwab April 2012 - July 2012
Formula Street May 2011 - July 2011
Revolution Capital Group March 2011 - May 2011
Red Bull North America June 2008 - March 2010
Delta Gamma January 2007 - December 2007
Sensis July 2007 - September 2007
Skills
Social Networking, Consumer Advertising, New Business Development, Promotions, Event Planning, Brand Development, Research, Market Planning, Marketing Strategy, PowerPoint, Account Management, Budgeting, Microsoft Office, Excel, Market Research, Outlook, Microsoft Excel, Advertising, Event Management, Online Advertising, Public Relations, Business Development, Management, Product Marketing, Social Media, Marketing Research, Training, Strategic Planning, Time Management, Budgets
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2013
MBA, Finance
University of California, Riverside 2004 — 2007
BS, Business Administration
Hollywood High School 2000 — 2004
Morgan Stanley Wealth Management March 2014 - Present
Perceptive Promotions December 2012 - March 2014
Social Security Administration September 2007 - March 2014
Promoevents Media May 2010 - August 2013
Doctor D Schwab April 2012 - July 2012
Formula Street May 2011 - July 2011
Revolution Capital Group March 2011 - May 2011
Red Bull North America June 2008 - March 2010
Delta Gamma January 2007 - December 2007
Sensis July 2007 - September 2007
Skills
Social Networking, Consumer Advertising, New Business Development, Promotions, Event Planning, Brand Development, Research, Market Planning, Marketing Strategy, PowerPoint, Account Management, Budgeting, Microsoft Office, Excel, Market Research, Outlook, Microsoft Excel, Advertising, Event Management, Online Advertising, Public Relations, Business Development, Management, Product Marketing, Social Media, Marketing Research, Training, Strategic Planning, Time Management, Budgets
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2013
MBA, Finance
University of California, Riverside 2004 — 2007
BS, Business Administration
Hollywood High School 2000 — 2004
Sheryl Liskiewicz's Morgan Stanley Wealth Management Experience June 2009 - March 2013
Job Senior Registered Client Associate; The Cooper Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2013 - Present
Morgan Stanley Wealth Management June 2009 - March 2013
Citigroup Global Markets January 2007 - June 2009
UBS Financial Services January 2004 - January 2007
Merrill Lynch February 2000 - January 2003
Banc One Securities April 1999 - September 1999
Skills
Series 7, Series 63, Life Insurance, Trading, Uniform Combined State..., Wealth Management, Asset Allocation, Investment Advisory, Securities, Series 65, Alternative Investments, Investment Strategies, Asset Management, Financial Planning, Portfolio Management, Retirement Planning, Mutual Funds
Education
Wayne State University
Business
Oakland Community College
Business
Wells Fargo Advisors March 2013 - Present
Morgan Stanley Wealth Management June 2009 - March 2013
Citigroup Global Markets January 2007 - June 2009
UBS Financial Services January 2004 - January 2007
Merrill Lynch February 2000 - January 2003
Banc One Securities April 1999 - September 1999
Skills
Series 7, Series 63, Life Insurance, Trading, Uniform Combined State..., Wealth Management, Asset Allocation, Investment Advisory, Securities, Series 65, Alternative Investments, Investment Strategies, Asset Management, Financial Planning, Portfolio Management, Retirement Planning, Mutual Funds
Education
Wayne State University
Business
Oakland Community College
Business
Timothy McCarty Timothy McCarty's Morgan Stanley Wealth Management Experience July 2013 - Present
Job Senior Product Specialist at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2013 - Present
Pitzer College January 2013 - May 2013
Capital One May 2011 - August 2011
United Way of Coastal Fairfield County May 2010 - August 2010
Earthplace-The Nature Discovery Center September 2008 - August 2009
Skills
Proficient in all..., Intermediate Spanish, Investments, Financial Services, Finance, CRM, Leadership, Financial Markets, Banking, Economics, Trading
Education
Pitzer College 2009 — 2013
Bachelor of Arts in Economics, Bachelor of Arts in Political Studies, Economics and Political Studies, 3.81 Economics GPA, 3.31 Overall GPA
NYU Stern School of Business 2012 — 2012
3.3
Wilton High School 2005 — 2009
High School Diploma, 3.45
Morgan Stanley Wealth Management July 2013 - Present
Pitzer College January 2013 - May 2013
Capital One May 2011 - August 2011
United Way of Coastal Fairfield County May 2010 - August 2010
Earthplace-The Nature Discovery Center September 2008 - August 2009
Skills
Proficient in all..., Intermediate Spanish, Investments, Financial Services, Finance, CRM, Leadership, Financial Markets, Banking, Economics, Trading
Education
Pitzer College 2009 — 2013
Bachelor of Arts in Economics, Bachelor of Arts in Political Studies, Economics and Political Studies, 3.81 Economics GPA, 3.31 Overall GPA
NYU Stern School of Business 2012 — 2012
3.3
Wilton High School 2005 — 2009
High School Diploma, 3.45
Jennifer Lenweaver Jennifer Lenweaver's Morgan Stanley Wealth Management Experience 2004 - 2005
Job Scheduling Center Supervisor at Aspen Dental Management, Inc. (ADMI)
Industry Electrical/Electronic Manufacturing
Experience
Aspen Dental Management, Inc. (ADMI) January 2015 - Present
Aspen Dental December 2012 - Present
Cooper Industries September 2008 - August 2011
Cooper Industries January 2008 - January 2010
Cooper Industries September 2007 - October 2008
Cooper Industries January 2007 - January 2008
Bank of America January 2005 - January 2007
Cooper Crouse-Hinds 2005 - 2007
MITTEN FLUID POWER January 2000 - January 2005
Morgan Stanley Wealth Management 2004 - 2005
Skills
SAP, CRM, Process Improvement, Sales Management, Negotiation, Management, Customer Service, Customer Satisfaction, Sales, Purchasing, Key Account Management, Training, Pricing, Product Marketing, Inventory Management, Procurement, Process Scheduler, Team Building, Operations Management, Contract Negotiation, Sales Operations, Forecasting, Cross-functional Team..., Product Development, Manufacturing, Account Management, Leadership
Education
Member of ICMI (International Call Center Management Institute)
Onondaga Community College
Aspen Dental Management, Inc. (ADMI) January 2015 - Present
Aspen Dental December 2012 - Present
Cooper Industries September 2008 - August 2011
Cooper Industries January 2008 - January 2010
Cooper Industries September 2007 - October 2008
Cooper Industries January 2007 - January 2008
Bank of America January 2005 - January 2007
Cooper Crouse-Hinds 2005 - 2007
MITTEN FLUID POWER January 2000 - January 2005
Morgan Stanley Wealth Management 2004 - 2005
Skills
SAP, CRM, Process Improvement, Sales Management, Negotiation, Management, Customer Service, Customer Satisfaction, Sales, Purchasing, Key Account Management, Training, Pricing, Product Marketing, Inventory Management, Procurement, Process Scheduler, Team Building, Operations Management, Contract Negotiation, Sales Operations, Forecasting, Cross-functional Team..., Product Development, Manufacturing, Account Management, Leadership
Education
Member of ICMI (International Call Center Management Institute)
Onondaga Community College
Kurt Gabriel Kurt Gabriel's Morgan Stanley Wealth Management Experience November 2014 - Present
Job Executive Director, Private Banking Group, Cash Management Solutions at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2014 - Present
Morgan Stanley Wealth Management April 2012 - November 2014
Morgan Stanley Smith Barney January 2011 - March 2012
Morgan Stanley Smith Barney January 2008 - February 2011
Morgan Stanley November 2005 - January 2008
Reuters April 2003 - November 2005
Ziment June 1996 - April 2003
Skills
Segmentation, Market Research, Analytics, Wealth Management, Competitive Analysis, Financial Services, Marketing Research, Competitive Intelligence, Customer Insight, Securities, Marketing Strategy, Product Management, High Net Worth..., Conjoint Analysis, Qualitative Research, Quantitative Analytics, Focus Groups, Product Strategies, Pricing Strategy, Cash Management, Currency, International Banking..., Private Banking, Electronic Payments, Mobile Payments, ACH, Bill Payment, Electronic Funds..., Banking, Cross-functional Team..., Finance
Education
Penn State University 1991 — 1996
Bachelor of Science, Marketing & International Business
Morgan Stanley Wealth Management November 2014 - Present
Morgan Stanley Wealth Management April 2012 - November 2014
Morgan Stanley Smith Barney January 2011 - March 2012
Morgan Stanley Smith Barney January 2008 - February 2011
Morgan Stanley November 2005 - January 2008
Reuters April 2003 - November 2005
Ziment June 1996 - April 2003
Skills
Segmentation, Market Research, Analytics, Wealth Management, Competitive Analysis, Financial Services, Marketing Research, Competitive Intelligence, Customer Insight, Securities, Marketing Strategy, Product Management, High Net Worth..., Conjoint Analysis, Qualitative Research, Quantitative Analytics, Focus Groups, Product Strategies, Pricing Strategy, Cash Management, Currency, International Banking..., Private Banking, Electronic Payments, Mobile Payments, ACH, Bill Payment, Electronic Funds..., Banking, Cross-functional Team..., Finance
Education
Penn State University 1991 — 1996
Bachelor of Science, Marketing & International Business
Beverly Moore's Morgan Stanley Wealth Management Experience February 2011 - Present
Job Operations
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2011 - Present
Morgan Stanley Smith Barney December 2011 - June 2012
Morgan Stanley Wealth Management January 2008 - February 2011
SBC April 1974 - November 2000
Skills
Public Speaking, Coaching, Problem Solving, Customer Relations, Microsoft Office, Word, Excel, Customer Service, Event Planning, PowerPoint, Call Center, Microsoft Excel, Microsoft Word, Team Building
Education
Ohio Dominican University 2009 — 2013
B.S. Business Administration, Concentration in Management
Morgan Stanley Wealth Management February 2011 - Present
Morgan Stanley Smith Barney December 2011 - June 2012
Morgan Stanley Wealth Management January 2008 - February 2011
SBC April 1974 - November 2000
Skills
Public Speaking, Coaching, Problem Solving, Customer Relations, Microsoft Office, Word, Excel, Customer Service, Event Planning, PowerPoint, Call Center, Microsoft Excel, Microsoft Word, Team Building
Education
Ohio Dominican University 2009 — 2013
B.S. Business Administration, Concentration in Management
Alex Siele Alex Siele's Morgan Stanley Wealth Management Experience October 2006 - Present
Job Portfolio Management Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2006 - Present
Skills
Financial Modeling, Portfolio Management, Valuation, Investments, Financial Analysis, Strategic Financial..., Investment Strategies
Education
Pomona College 1998 — 2002
BA, Neuroscience
Seabury Hall
Morgan Stanley Wealth Management October 2006 - Present
Skills
Financial Modeling, Portfolio Management, Valuation, Investments, Financial Analysis, Strategic Financial..., Investment Strategies
Education
Pomona College 1998 — 2002
BA, Neuroscience
Seabury Hall
Kelissa Sanders Kelissa Sanders's Morgan Stanley Wealth Management Experience August 2013 - December 2013
Job Summer Associate at Fellers Snider Blankenship Bailey & Tippens
Industry
Experience
Fellers Snider Blankenship Bailey & Tippens July 2015 - Present
Fallin For Governor May 2014 - August 2014
Morgan Stanley Wealth Management August 2013 - December 2013
Greater Oklahoma City Chamber May 2013 - August 2013
Oklahoma House of Representatives January 2013 - May 2013
Jim Moore Law, Abstract, and Reality April 2012 - August 2012
Skills
Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Public Speaking, English, Legislative Relations, Government, Strategic Communications, Event Planning, Communication, Team Building, Public Relations, Policy, Community Outreach, Media Relations, Editing, Nonprofits, Volunteer Management, Leadership, Policy Analysis, Fundraising, Facebook, Constituent Services, Press Relations, Public Policy, Marketing, Social Networking, Legislative Research, Strategic Planning, Management
Education
Oklahoma City University School of Law 2014 — 2017
Juris Doctor (J.D.)
Oklahoma City University 2011 — 2014
Bachelor of Arts (B.A.), Political Science and Philosophy
Western Oklahoma State College 2010 — 2011
Fellers Snider Blankenship Bailey & Tippens July 2015 - Present
Fallin For Governor May 2014 - August 2014
Morgan Stanley Wealth Management August 2013 - December 2013
Greater Oklahoma City Chamber May 2013 - August 2013
Oklahoma House of Representatives January 2013 - May 2013
Jim Moore Law, Abstract, and Reality April 2012 - August 2012
Skills
Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Public Speaking, English, Legislative Relations, Government, Strategic Communications, Event Planning, Communication, Team Building, Public Relations, Policy, Community Outreach, Media Relations, Editing, Nonprofits, Volunteer Management, Leadership, Policy Analysis, Fundraising, Facebook, Constituent Services, Press Relations, Public Policy, Marketing, Social Networking, Legislative Research, Strategic Planning, Management
Education
Oklahoma City University School of Law 2014 — 2017
Juris Doctor (J.D.)
Oklahoma City University 2011 — 2014
Bachelor of Arts (B.A.), Political Science and Philosophy
Western Oklahoma State College 2010 — 2011
Hyder Khan's Morgan Stanley Wealth Management Experience January 2014 - August 2014
Job Treasury and Derivatives Operations Department Specialist at Bank of TokyoMitsubishi UFJ
Industry Human Resources
Experience
Bank of Tokyo-Mitsubishi UFJ August 2014 - Present
Morgan Stanley Wealth Management January 2014 - August 2014
Admiral Staffing INC. October 2013 - December 2013
Tough Mudder LLC September 2013 - October 2013
Michael Page April 2013 - August 2013
United Staffing Solutions October 2012 - April 2013
Admiral Staffing INC. June 2012 - October 2012
RuffaloCODY May 2011 - September 2012
Submedia & The University Network January 2012 - May 2012
All Star Fragrances November 2007 - December 2011
Skills
Human Resources, Human Resource..., Recruiting, Recruitment Advertising, Recruitment Training, Contract Recruitment, Operations Management, Global Human Resources..., International Business..., Human Resource Planning, Strategic Human..., Entrepreneurship, Business Strategy, Sales Management, Customer Service, Microsoft Excel, Events, Hospitality, Leadership, Microsoft Office, Microsoft Word, Marketing Research, Negotiation, Contract Negotiation, Social Networking, Newsletters, Office Management, Organization, Photoshop, PowerPoint, Problem Solving, Strategic Planning, Pricing, Quality Management, Urdu, Punjabi, Arabic, Hindi, Communication Skills, Inter-personal, High Organizational..., Time Management, Real Estate Transactions, Real Estate Development, Commercial Real Estate, Management, entreprenuer, Bookkeeping, Internet Recruiting, College Recruiting
Education
Leon M. Goldstein 2008 — 2012
BBA- Business Management, Human Resources Management, Biology/Biological Sciences, General
Pace University - Lubin School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
Bank of Tokyo-Mitsubishi UFJ August 2014 - Present
Morgan Stanley Wealth Management January 2014 - August 2014
Admiral Staffing INC. October 2013 - December 2013
Tough Mudder LLC September 2013 - October 2013
Michael Page April 2013 - August 2013
United Staffing Solutions October 2012 - April 2013
Admiral Staffing INC. June 2012 - October 2012
RuffaloCODY May 2011 - September 2012
Submedia & The University Network January 2012 - May 2012
All Star Fragrances November 2007 - December 2011
Skills
Human Resources, Human Resource..., Recruiting, Recruitment Advertising, Recruitment Training, Contract Recruitment, Operations Management, Global Human Resources..., International Business..., Human Resource Planning, Strategic Human..., Entrepreneurship, Business Strategy, Sales Management, Customer Service, Microsoft Excel, Events, Hospitality, Leadership, Microsoft Office, Microsoft Word, Marketing Research, Negotiation, Contract Negotiation, Social Networking, Newsletters, Office Management, Organization, Photoshop, PowerPoint, Problem Solving, Strategic Planning, Pricing, Quality Management, Urdu, Punjabi, Arabic, Hindi, Communication Skills, Inter-personal, High Organizational..., Time Management, Real Estate Transactions, Real Estate Development, Commercial Real Estate, Management, entreprenuer, Bookkeeping, Internet Recruiting, College Recruiting
Education
Leon M. Goldstein 2008 — 2012
BBA- Business Management, Human Resources Management, Biology/Biological Sciences, General
Pace University - Lubin School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
Jared Lahmon's Morgan Stanley Wealth Management Experience November 2006 - September 2014
Job Management Trainee at Enterprise RentACar
Industry Automotive
Experience
Enterprise Rent-A-Car October 2014 - Present
Morgan Stanley Wealth Management November 2006 - September 2014
Skills
Financial Services, Series 7, Series 63, Wealth Management, FINRA, Investments, Asset Management, Equities, Alternative Investments, Strategic Financial..., Investment Strategies, Wealth Management..., Bloomberg, Management, Leadership, Finance, Customer Service
Education
Ohio Dominican University 2010 — 2013
BSBA, Business Administration with and emphasis on Management, 3.71
Enterprise Rent-A-Car October 2014 - Present
Morgan Stanley Wealth Management November 2006 - September 2014
Skills
Financial Services, Series 7, Series 63, Wealth Management, FINRA, Investments, Asset Management, Equities, Alternative Investments, Strategic Financial..., Investment Strategies, Wealth Management..., Bloomberg, Management, Leadership, Finance, Customer Service
Education
Ohio Dominican University 2010 — 2013
BSBA, Business Administration with and emphasis on Management, 3.71
David Hilburn David Hilburn's Morgan Stanley Wealth Management Experience December 2012 - December 2013
Job Field Services Consultant at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2014 - Present
Morgan Stanley Wealth Management December 2012 - December 2013
GoDaddy December 2011 - December 2012
Skills
Team Building, Customer Service, Process Improvement, Teamwork, Microsoft Office, Call Centers, Interviews, Quality Assurance, Human Resources, Coaching, Staff Development, Training
Education
Paradise Valley Community College
Scottsdale Community College
Culinary Arts, Culinary Arts/Chef Training
MassMutual Financial Group January 2014 - Present
Morgan Stanley Wealth Management December 2012 - December 2013
GoDaddy December 2011 - December 2012
Skills
Team Building, Customer Service, Process Improvement, Teamwork, Microsoft Office, Call Centers, Interviews, Quality Assurance, Human Resources, Coaching, Staff Development, Training
Education
Paradise Valley Community College
Scottsdale Community College
Culinary Arts, Culinary Arts/Chef Training
Christina Drake's Morgan Stanley Wealth Management Experience November 2013 - February 2015
Job Resource Development Manager at Modis
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2013 - February 2015
Apple September 2007 - November 2011
Greystone Financial May 2007 - August 2007
Skills
Sales, Social Networking, Customer Service, Management, Microsoft Office, OS X, Social Media, Facebook, Microsoft Excel, Marketing, Recruiting, Research, Online Advertising, Account Management, PowerPoint, iWork, Technical Recruiting, Search Analysis, Banking, Finance
Education
California State University-Los Angeles 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Northwood University-Florida 2006 — 2007
Banking, Corporate, Finance, and Securities Law
Morgan Stanley Wealth Management November 2013 - February 2015
Apple September 2007 - November 2011
Greystone Financial May 2007 - August 2007
Skills
Sales, Social Networking, Customer Service, Management, Microsoft Office, OS X, Social Media, Facebook, Microsoft Excel, Marketing, Recruiting, Research, Online Advertising, Account Management, PowerPoint, iWork, Technical Recruiting, Search Analysis, Banking, Finance
Education
California State University-Los Angeles 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Northwood University-Florida 2006 — 2007
Banking, Corporate, Finance, and Securities Law
Blaise Pierre Louis's Morgan Stanley Wealth Management Experience October 2012 - February 2014
Job Aggregated Assets and Reporting Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley December 2013 - Present
Morgan Stanley Wealth Management October 2012 - February 2014
Morgan Stanley Smith Barney October 2010 - October 2012
Northwestern Mutual Financial Network August 2010 - October 2010
Pace University June 2008 - May 2010
Pace University September 2009 - April 2010
Budget Allocation Committee September 2008 - May 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Financial Analysis, Office Management, Financial Accounting, Valuation, Investments, Securities, Forecasting, Quantitative Analytics, Derivatives, Cost Accounting, Troubleshooting, Bloomberg Terminal, Bloomberg, Auditing, Finance, Fixed Income, Strategic Financial..., Financial Planning, Microsoft Office
Education
Pace University - Lubin School of Business 2006 — 2010
BBA, Finanace and Economics Minor in Accounting
North Rockland Highschool
Morgan Stanley December 2013 - Present
Morgan Stanley Wealth Management October 2012 - February 2014
Morgan Stanley Smith Barney October 2010 - October 2012
Northwestern Mutual Financial Network August 2010 - October 2010
Pace University June 2008 - May 2010
Pace University September 2009 - April 2010
Budget Allocation Committee September 2008 - May 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Financial Analysis, Office Management, Financial Accounting, Valuation, Investments, Securities, Forecasting, Quantitative Analytics, Derivatives, Cost Accounting, Troubleshooting, Bloomberg Terminal, Bloomberg, Auditing, Finance, Fixed Income, Strategic Financial..., Financial Planning, Microsoft Office
Education
Pace University - Lubin School of Business 2006 — 2010
BBA, Finanace and Economics Minor in Accounting
North Rockland Highschool
Richard Lerach, CFP®, AIF® Richard Lerach, CFP®, AIF®'s Morgan Stanley Wealth Management Experience April 2002 - January 2012
Job Gateway Financial Group
Industry Financial Services
Experience
Gateway Financial Group January 2012 - Present
Gateway Private Wealth Management January 2012 - Present
Morgan Stanley Wealth Management April 2002 - January 2012
BankOne NA (d/b/a JPMorganChase) 2000 - 2002
Education
Penn State University 1994 — 1998
B.S.
Mt. Lebanon High School 1990 — 1994
Gateway Financial Group January 2012 - Present
Gateway Private Wealth Management January 2012 - Present
Morgan Stanley Wealth Management April 2002 - January 2012
BankOne NA (d/b/a JPMorganChase) 2000 - 2002
Education
Penn State University 1994 — 1998
B.S.
Mt. Lebanon High School 1990 — 1994
Edward O'Connor Edward O'Connor's Morgan Stanley Wealth Management Experience 2010 - Present
Job Managing Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2010 - Present
UBS Wealth Management 2006 - 2010
JP Morgan Chase 2001 - 2005
Merrill Lynch 1987 - 2001
Skills
Mutual Funds, Retirement, Asset Management, Marketing Strategy, New Business Development, Strategic Planning, Financial Accounting, Securities, Leadership, Strategic Financial..., Financial Analysis, Alternative Investments, Business Planning, Capital Markets, Series 7, Business Strategy, Financial Modeling, Fixed Income, Asset Allocation, Mergers & Acquisitions, Financial Services, Investments, Wealth Management, Retirement Planning, Asset Managment, Hedge Funds, 401k, Equities, ETFs, Finance, Fixed Annuities, Annuity Sales, Retirement Benefits
Education
Pace University 1983 — 1985
MBA, Finance
Wagner College 1975 — 1979
BS, Accounting
Morgan Stanley Wealth Management 2010 - Present
UBS Wealth Management 2006 - 2010
JP Morgan Chase 2001 - 2005
Merrill Lynch 1987 - 2001
Skills
Mutual Funds, Retirement, Asset Management, Marketing Strategy, New Business Development, Strategic Planning, Financial Accounting, Securities, Leadership, Strategic Financial..., Financial Analysis, Alternative Investments, Business Planning, Capital Markets, Series 7, Business Strategy, Financial Modeling, Fixed Income, Asset Allocation, Mergers & Acquisitions, Financial Services, Investments, Wealth Management, Retirement Planning, Asset Managment, Hedge Funds, 401k, Equities, ETFs, Finance, Fixed Annuities, Annuity Sales, Retirement Benefits
Education
Pace University 1983 — 1985
MBA, Finance
Wagner College 1975 — 1979
BS, Accounting
Nick Dolle, CFP® Nick Dolle, CFP®'s Morgan Stanley Wealth Management Experience 2005 - Present
Job Associate Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2005 - Present
The Boeing Company 2004 - 2005
The Boeing Company 2003 - 2003
Skills
Foundations, Financial Analysis, Financial Modeling, Valuation, Portfolio Management, Strategic Financial..., Finance, Business Planning, Risk Management, Mutual Funds, Asset Allocation, Investments, Wealth Management, Strategic Planning, Banking, Asset Management, Alternative Investments, Securities
Education
Pepperdine University 2000 — 2004
B.S., Business
Northwestern University 2011 — 2012
Certified Financial Planner Program through Northwestern University's School of Continuing Studies.
Morgan Stanley Wealth Management 2005 - Present
The Boeing Company 2004 - 2005
The Boeing Company 2003 - 2003
Skills
Foundations, Financial Analysis, Financial Modeling, Valuation, Portfolio Management, Strategic Financial..., Finance, Business Planning, Risk Management, Mutual Funds, Asset Allocation, Investments, Wealth Management, Strategic Planning, Banking, Asset Management, Alternative Investments, Securities
Education
Pepperdine University 2000 — 2004
B.S., Business
Northwestern University 2011 — 2012
Certified Financial Planner Program through Northwestern University's School of Continuing Studies.
Adam Stinemetz Adam Stinemetz's Morgan Stanley Wealth Management Experience April 2012 - December 2012
Job Polymath
Industry Market Research
Experience
McGraw-Hill Education June 2013 - October 2013
Morgan Stanley Wealth Management April 2012 - December 2012
Self-Employed October 2011 - April 2012
Honda R&D August 2009 - October 2011
SeiKi Acupuncture Clinic May 2008 - August 2009
Bonus Building Care August 2004 - April 2008
EatOutIn Restaurant Delivery May 2004 - April 2008
Homeless Families Foundation Education Center June 2003 - August 2003
Greater Columbus Arts Council January 2001 - December 2002
Skills
Writing, Publishing, Public Relations, Art, Editorial, Customer Service, Data Analysis, Management, Project Management, Proofreading, Academic Tutoring, Life Coaching, Wellness Coaching, Advertising, Strategic Financial..., Music, Spiritual Direction, Past Life Regression, Research, IT Solutions, Desktop Publishing, Event Planning, Nonprofits, Graphic Design, Team Building, Teaching, Community Outreach, Training, Entrepreneurship, Marketing, Public Speaking, Social Media Marketing
Education
Ohio Wesleyan University 1992 — 1996
BA, English
McGraw-Hill Education June 2013 - October 2013
Morgan Stanley Wealth Management April 2012 - December 2012
Self-Employed October 2011 - April 2012
Honda R&D August 2009 - October 2011
SeiKi Acupuncture Clinic May 2008 - August 2009
Bonus Building Care August 2004 - April 2008
EatOutIn Restaurant Delivery May 2004 - April 2008
Homeless Families Foundation Education Center June 2003 - August 2003
Greater Columbus Arts Council January 2001 - December 2002
Skills
Writing, Publishing, Public Relations, Art, Editorial, Customer Service, Data Analysis, Management, Project Management, Proofreading, Academic Tutoring, Life Coaching, Wellness Coaching, Advertising, Strategic Financial..., Music, Spiritual Direction, Past Life Regression, Research, IT Solutions, Desktop Publishing, Event Planning, Nonprofits, Graphic Design, Team Building, Teaching, Community Outreach, Training, Entrepreneurship, Marketing, Public Speaking, Social Media Marketing
Education
Ohio Wesleyan University 1992 — 1996
BA, English
Gregory Coe's Morgan Stanley Wealth Management Experience July 2012 - December 2013
Job Sales Specialist
Industry Luxury Goods & Jewelry
Experience
Agriturismo October 2014 - February 2015
Ameriprise Financial Services, Inc. December 2013 - October 2014
Pace University August 2011 - May 2014
Morgan Stanley Wealth Management July 2012 - December 2013
People's United Bank May 2011 - August 2012
Skills
Cultural Sensitivity, Management, Emerging Markets, Cultural Diversity, Photography, Gender Studies, Networking, Italian languages, European politics, European History, European Union Politics, Guitarist, Architecture, European Studies, European Markets, Portrait Photography, Public Speaking, World History, Project Management, Product Management, Public Relations, Customer Retention
Education
Pace University - Lubin School of Business 2010 — 2014
International Business Management, European Studies/Civilization
Agriturismo October 2014 - February 2015
Ameriprise Financial Services, Inc. December 2013 - October 2014
Pace University August 2011 - May 2014
Morgan Stanley Wealth Management July 2012 - December 2013
People's United Bank May 2011 - August 2012
Skills
Cultural Sensitivity, Management, Emerging Markets, Cultural Diversity, Photography, Gender Studies, Networking, Italian languages, European politics, European History, European Union Politics, Guitarist, Architecture, European Studies, European Markets, Portrait Photography, Public Speaking, World History, Project Management, Product Management, Public Relations, Customer Retention
Education
Pace University - Lubin School of Business 2010 — 2014
International Business Management, European Studies/Civilization
Lucia Radder Lucia Radder's Morgan Stanley Wealth Management Experience June 2012 - August 2012
Job Paralegal Specialist at U.S. Department of Justice
Industry Legal Services
Experience
U.S. Department of Justice August 2014 - Present
LinkUp Job Search Engine June 2013 - November 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Skills
Facebook, Social Media, Social Media Marketing, Event Planning, PowerPoint, Microsoft Office, Marketing Communications, Spanish, Microsoft Excel, Marketing, Public Relations, Public Speaking, Social Networking, Blogging, Microsoft Word, Strategic Communications, Market Research
Education
Northwestern University 2010 — 2014
Bachelor of Science (B.S.), Communication and Media Studies
Northwestern University 2010 — 2014
Bachelor of Arts (B.A.), Political Science and Government
Edina High School 2007 — 2010
U.S. Department of Justice August 2014 - Present
LinkUp Job Search Engine June 2013 - November 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Skills
Facebook, Social Media, Social Media Marketing, Event Planning, PowerPoint, Microsoft Office, Marketing Communications, Spanish, Microsoft Excel, Marketing, Public Relations, Public Speaking, Social Networking, Blogging, Microsoft Word, Strategic Communications, Market Research
Education
Northwestern University 2010 — 2014
Bachelor of Science (B.S.), Communication and Media Studies
Northwestern University 2010 — 2014
Bachelor of Arts (B.A.), Political Science and Government
Edina High School 2007 — 2010
Jonathan E. Soyka Jonathan E. Soyka's Morgan Stanley Wealth Management Experience June 2013 - August 2013
Job Past Wealth Management Intern at Morgan Stanely
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2013 - August 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Leadership, Strategic Planning, Project Management, Microsoft Word, PowerPoint, Sales, Research, Public Speaking
Education
Penn State University 2010 — 2014
BS, Economics
Penn State University 2010 — 2014
Bachelor's degree, Economics
Morgan Stanley Wealth Management June 2013 - August 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Leadership, Strategic Planning, Project Management, Microsoft Word, PowerPoint, Sales, Research, Public Speaking
Education
Penn State University 2010 — 2014
BS, Economics
Penn State University 2010 — 2014
Bachelor's degree, Economics
Evelyn Choy Evelyn Choy's Morgan Stanley Wealth Management Experience January 2013 - May 2013
Job Assurance Associate at PwC
Industry Accounting
Experience
PwC January 2014 - Present
Club One October 2010 - December 2013
Electric Power Research Institute (EPRI) October 2011 - November 2013
Crown Worldwide Group May 2013 - July 2013
Morgan Stanley Wealth Management January 2013 - May 2013
Moss Landing Marine Laboratories January 2013 - May 2013
NASA Ames Research Center August 2012 - December 2012
City of Union City June 2006 - August 2011
Skills
Team Leadership, Customer Service, Microsoft Excel, Teamwork, Management, PowerPoint, Leadership, Microsoft Word, Communication, Swimming, Team Management, Budgets, Valuation, Lifeguarding, Water Polo, Lesson Planning, Life, Accounting, Event Planning, Auditing, Time Management, Microsoft Office
Education
San Jose State University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.725
Ohlone College 2009 — 2011
Associate of Science (A.S.), Business Administration and Human Development
PwC January 2014 - Present
Club One October 2010 - December 2013
Electric Power Research Institute (EPRI) October 2011 - November 2013
Crown Worldwide Group May 2013 - July 2013
Morgan Stanley Wealth Management January 2013 - May 2013
Moss Landing Marine Laboratories January 2013 - May 2013
NASA Ames Research Center August 2012 - December 2012
City of Union City June 2006 - August 2011
Skills
Team Leadership, Customer Service, Microsoft Excel, Teamwork, Management, PowerPoint, Leadership, Microsoft Word, Communication, Swimming, Team Management, Budgets, Valuation, Lifeguarding, Water Polo, Lesson Planning, Life, Accounting, Event Planning, Auditing, Time Management, Microsoft Office
Education
San Jose State University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.725
Ohlone College 2009 — 2011
Associate of Science (A.S.), Business Administration and Human Development
Priscilla Habeeb-Sankar's Morgan Stanley Wealth Management Experience January 2013 - July 2014
Job Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley August 2014 - December 2014
Morgan Stanley Wealth Management January 2013 - July 2014
Morgan Stanley Wealth Management May 2011 - December 2012
Morgan Stanley October 2010 - May 2011
Amalgamated Life Insurance May 2007 - July 2010
Vault.com January 2007 - April 2007
Skills
Commercial Litigation, Employee Benefits, French, Mediation, Legal Writing, Litigation, Strategic Communications, Insurance, Recruiting, Outlook, Training, Appeals
Education
Pace University School of Law 2012 — 2016
Doctor of Law (J.D.)
Pace University - Lubin School of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance and Pre-Law
Yale University 2004 — 2005
Diploma of Excellence, Law
St. Anthony's High School
Morgan Stanley January 2015 - Present
Morgan Stanley August 2014 - December 2014
Morgan Stanley Wealth Management January 2013 - July 2014
Morgan Stanley Wealth Management May 2011 - December 2012
Morgan Stanley October 2010 - May 2011
Amalgamated Life Insurance May 2007 - July 2010
Vault.com January 2007 - April 2007
Skills
Commercial Litigation, Employee Benefits, French, Mediation, Legal Writing, Litigation, Strategic Communications, Insurance, Recruiting, Outlook, Training, Appeals
Education
Pace University School of Law 2012 — 2016
Doctor of Law (J.D.)
Pace University - Lubin School of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance and Pre-Law
Yale University 2004 — 2005
Diploma of Excellence, Law
St. Anthony's High School
Hasnain Ali's Morgan Stanley Wealth Management Experience June 2012 - September 2012
Job Investment Research Analyst, Private Banking at Webster Bank
Industry Financial Services
Experience
Webster Bank June 2014 - Present
SuttonPark Capital LLC August 2013 - November 2013
Morgan Stanley Wealth Management June 2012 - September 2012
Cape Securities, Inc May 2011 - August 2011
Skills
Finance, Portfolio Management, Valuation, Morningstar, Corporate Finance, Hedging, Quantitative Finance, Quantitative Risk, Financial Risk, Business Analysis, Risk Management, Strategic Financial..., Financial Analysis, Financial Markets, Wealth Management, Mutual Funds, Bloomberg Terminal, Equity Research, Hedge Funds, Securities, Fixed Income, Equity Valuation, Alternative Investments, Economics, Investment Banking, Financial Modeling, Bonds, Investment Strategies, Derivatives, Asset Allocation, Morningstar Direct, FactSet, ARGUS, Bloomberg, Equities, Capital Markets, Covariance Matrix, Analysis, Leadership, Investments, Accounting, Data Analysis, Asset Management, Financial Services, Private Equity, Private Banking, Emerging Markets, Investment Management, Credit, Banking
Education
Pace University - Lubin School of Business 2010 — 2013
Bachelor's Degree, Finance and Economics
Webster Bank June 2014 - Present
SuttonPark Capital LLC August 2013 - November 2013
Morgan Stanley Wealth Management June 2012 - September 2012
Cape Securities, Inc May 2011 - August 2011
Skills
Finance, Portfolio Management, Valuation, Morningstar, Corporate Finance, Hedging, Quantitative Finance, Quantitative Risk, Financial Risk, Business Analysis, Risk Management, Strategic Financial..., Financial Analysis, Financial Markets, Wealth Management, Mutual Funds, Bloomberg Terminal, Equity Research, Hedge Funds, Securities, Fixed Income, Equity Valuation, Alternative Investments, Economics, Investment Banking, Financial Modeling, Bonds, Investment Strategies, Derivatives, Asset Allocation, Morningstar Direct, FactSet, ARGUS, Bloomberg, Equities, Capital Markets, Covariance Matrix, Analysis, Leadership, Investments, Accounting, Data Analysis, Asset Management, Financial Services, Private Equity, Private Banking, Emerging Markets, Investment Management, Credit, Banking
Education
Pace University - Lubin School of Business 2010 — 2013
Bachelor's Degree, Finance and Economics
Barry Foster Barry Foster's Morgan Stanley Wealth Management Experience August 2005 - Present
Job Assistant Vice President / Regional Relationship Coordinator at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2015 - Present
Morgan Stanley Wealth Management August 2005 - Present
United States Marine Corps June 1973 - August 1994
Skills
History, Computers, Employee Training, Command
Education
Pepperdine University 1980 — 1981
Master of Arts (M.A.), Human Resources Management/Personnel Administration, General
Oregon State University 1970 — 1974
Bachelor of Science (BS), Political Science and Government
Morgan Stanley April 2015 - Present
Morgan Stanley Wealth Management August 2005 - Present
United States Marine Corps June 1973 - August 1994
Skills
History, Computers, Employee Training, Command
Education
Pepperdine University 1980 — 1981
Master of Arts (M.A.), Human Resources Management/Personnel Administration, General
Oregon State University 1970 — 1974
Bachelor of Science (BS), Political Science and Government
Kofi Lokko, MBA Kofi Lokko, MBA's Morgan Stanley Wealth Management Experience January 2009 - Present
Job Director, Investment Performance and Attribution
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2009 - Present
Morgan Stanley Wealth Management September 2005 - January 2009
Merrill Lynch August 2001 - August 2005
Merrill Lynch August 1999 - August 2001
Skills
Investments, Equities, Financial Analysis, Portfolio Management, Fixed Income, Wealth Management, Securities, Risk Management, Alternative Investments, Mutual Funds, Asset Allocation, Investment Performance, Bloomberg, Management
Education
Penn State University 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management
Morgan Stanley Wealth Management January 2009 - Present
Morgan Stanley Wealth Management September 2005 - January 2009
Merrill Lynch August 2001 - August 2005
Merrill Lynch August 1999 - August 2001
Skills
Investments, Equities, Financial Analysis, Portfolio Management, Fixed Income, Wealth Management, Securities, Risk Management, Alternative Investments, Mutual Funds, Asset Allocation, Investment Performance, Bloomberg, Management
Education
Penn State University 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management
Christopher B. Jones's Morgan Stanley Wealth Management Experience
Job Morgan Stanley at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management
Skills
Series 7, Wealth Management, Investments, Retirement Planning, Portfolio Management, Mutual Funds, Fixed Income, Equities, Insurance
Education
Penn State University 1992 — 1996
Bachelor of Science (BS), Marketing
Penn State University 1992 — 1996
Bachelor's degree, Marketing
Morgan Stanley Wealth Management
Skills
Series 7, Wealth Management, Investments, Retirement Planning, Portfolio Management, Mutual Funds, Fixed Income, Equities, Insurance
Education
Penn State University 1992 — 1996
Bachelor of Science (BS), Marketing
Penn State University 1992 — 1996
Bachelor's degree, Marketing
Sarah Jamgochian Evener's Morgan Stanley Wealth Management Experience July 2002 - January 2015
Job ED at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2002 - Present
Morgan Stanley Wealth Management July 2002 - January 2015
Morgan Stanley Smith Barney August 2007 - January 2011
Morgan Stanley February 2004 - August 2007
Morgan Stanley May 2003 - February 2004
Discover Card July 2002 - May 2003
Skills
Credit, Banking, Customer Service, Cash Management, Compliance, Loans, Series 7, Securities, Financial Services, Portfolio Management, Mutual Funds, Wealth Management, Investments, Credit Cards, Management
Education
University of Phoenix 2009 — 2013
Doctorate, Management and Organizational Leadership
Ohio Dominican University 2005 — 2007
MBA
The Ohio State University
Bachelor of Arts, Dual Major in Criminology and Political Science
Morgan Stanley July 2002 - Present
Morgan Stanley Wealth Management July 2002 - January 2015
Morgan Stanley Smith Barney August 2007 - January 2011
Morgan Stanley February 2004 - August 2007
Morgan Stanley May 2003 - February 2004
Discover Card July 2002 - May 2003
Skills
Credit, Banking, Customer Service, Cash Management, Compliance, Loans, Series 7, Securities, Financial Services, Portfolio Management, Mutual Funds, Wealth Management, Investments, Credit Cards, Management
Education
University of Phoenix 2009 — 2013
Doctorate, Management and Organizational Leadership
Ohio Dominican University 2005 — 2007
MBA
The Ohio State University
Bachelor of Arts, Dual Major in Criminology and Political Science
Karissa Shablesky's Morgan Stanley Wealth Management Experience June 2012 - January 2015
Job Program Manager at The Ohio State University
Industry Higher Education
Experience
National Center for the Middle Market June 2015 - Present
Mae Atalier & Co. 2008 - Present
Morgan Stanley 2014 - June 2015
Morgan Stanley Wealth Management June 2012 - January 2015
Morgan Stanley Wealth Management December 2011 - December 2014
DASLOS - STUDIOS June 2010 - October 2010
Sodexo, INC January 2008 - May 2010
Conway Family Business Center of Central Ohio January 2006 - January 2008
Skills
Banking, Wealth Management..., Leadership, Marketing, Management, Portfolio Management, Customer Service, Investments, Loans, Sales, Social Media, Credit, Technical Support, Finance, Wealth Management, Advertising, Strategic Financial..., Securities Based Lending, Revolving Lines of..., Fixed Rate Loans, Business Accounts, Foreign Currency..., Debit Cards, Checks, Event Planning, Fundraising, Volunteerism, Private Banking, Microsoft Office, Microsoft Excel, Adobe Creative Suite, microsoft powerpoint, Adobe, Direct Client..., Client Experience, Securities Lending, Public Relations, Securities, Financial Services, Risk Management, Access, Outlook, Financial Risk, Time Management, Transactional Banking, Microsoft Word, Analysis, Public Speaking, Social Networking, PowerPoint
Education
Ohio Dominican University 2014 — 2016
Masters, Business Administration, Leadership, 3.89 on 4.0 Scale
Ohio Dominican University 2006 — 2010
Bachelor of Arts (B.A.), Public Relations; Communication Studies; Finance
National Center for the Middle Market June 2015 - Present
Mae Atalier & Co. 2008 - Present
Morgan Stanley 2014 - June 2015
Morgan Stanley Wealth Management June 2012 - January 2015
Morgan Stanley Wealth Management December 2011 - December 2014
DASLOS - STUDIOS June 2010 - October 2010
Sodexo, INC January 2008 - May 2010
Conway Family Business Center of Central Ohio January 2006 - January 2008
Skills
Banking, Wealth Management..., Leadership, Marketing, Management, Portfolio Management, Customer Service, Investments, Loans, Sales, Social Media, Credit, Technical Support, Finance, Wealth Management, Advertising, Strategic Financial..., Securities Based Lending, Revolving Lines of..., Fixed Rate Loans, Business Accounts, Foreign Currency..., Debit Cards, Checks, Event Planning, Fundraising, Volunteerism, Private Banking, Microsoft Office, Microsoft Excel, Adobe Creative Suite, microsoft powerpoint, Adobe, Direct Client..., Client Experience, Securities Lending, Public Relations, Securities, Financial Services, Risk Management, Access, Outlook, Financial Risk, Time Management, Transactional Banking, Microsoft Word, Analysis, Public Speaking, Social Networking, PowerPoint
Education
Ohio Dominican University 2014 — 2016
Masters, Business Administration, Leadership, 3.89 on 4.0 Scale
Ohio Dominican University 2006 — 2010
Bachelor of Arts (B.A.), Public Relations; Communication Studies; Finance
Rosemery Fernandez's Morgan Stanley Wealth Management Experience May 2011 - 2013
Job Registered Client Associate
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
Morgan Stanley Wealth Management May 2011 - 2013
UBS Wealth Management 2008 - 2011
Merrill Lynch 2004 - 2007
Skills
Series 7, Equities, Fixed Income, Wealth Management, Mutual Funds, Series 63, Bloomberg, Securities, Investments, Portfolio Management, Financial Services, Asset Management, Asset Allocation, Banking, Retirement Planning, Finance
Education
Nova Southeastern University
Bachelor of Science Degree, Professional Management
Merrill Lynch October 2014 - Present
Morgan Stanley Wealth Management May 2011 - 2013
UBS Wealth Management 2008 - 2011
Merrill Lynch 2004 - 2007
Skills
Series 7, Equities, Fixed Income, Wealth Management, Mutual Funds, Series 63, Bloomberg, Securities, Investments, Portfolio Management, Financial Services, Asset Management, Asset Allocation, Banking, Retirement Planning, Finance
Education
Nova Southeastern University
Bachelor of Science Degree, Professional Management
Dominic Necciai Dominic Necciai's Morgan Stanley Wealth Management Experience January 2012 - July 2013
Job Investment Officer / PNC Wealth Management
Industry Financial Services
Experience
PNC July 2013 - Present
Morgan Stanley Wealth Management January 2012 - July 2013
PNC Investments October 2010 - January 2012
Solar Power Industries September 2009 - October 2010
OppenheimerFunds June 2008 - June 2009
Apple July 2007 - June 2008
Skills
Client Relations, Marketing, Investment Management, Marketing Communications, Wealth Management, Investment Strategies, Investment Advisory, Digital Media, Web Design, Asset Allocation
Education
Point Park University 2014 — 2016
Master's Degree, Communication and Media Studies
California University of Pennsylvania 2004 — 2007
Bachelors of Science, Finance
PNC July 2013 - Present
Morgan Stanley Wealth Management January 2012 - July 2013
PNC Investments October 2010 - January 2012
Solar Power Industries September 2009 - October 2010
OppenheimerFunds June 2008 - June 2009
Apple July 2007 - June 2008
Skills
Client Relations, Marketing, Investment Management, Marketing Communications, Wealth Management, Investment Strategies, Investment Advisory, Digital Media, Web Design, Asset Allocation
Education
Point Park University 2014 — 2016
Master's Degree, Communication and Media Studies
California University of Pennsylvania 2004 — 2007
Bachelors of Science, Finance
Randall Zak's Morgan Stanley Wealth Management Experience May 2014 - August 2014
Job Financial Accounting Intern at Penton
Industry Financial Services
Experience
Penton May 2015 - Present
Biodeal May 2015 - June 2015
Morgan Stanley Wealth Management May 2014 - August 2014
Skills
Accounts Payable, Finance, Corporate Finance, Financial Accounting, Investment Banking, Global Consolidation, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Investment Management, Billing Process
Education
Ohio University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Banking and Financial Support Services
Ohio University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Marketing
Penton May 2015 - Present
Biodeal May 2015 - June 2015
Morgan Stanley Wealth Management May 2014 - August 2014
Skills
Accounts Payable, Finance, Corporate Finance, Financial Accounting, Investment Banking, Global Consolidation, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Investment Management, Billing Process
Education
Ohio University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Banking and Financial Support Services
Ohio University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Marketing
Frank Gomez III Frank Gomez III's Morgan Stanley Wealth Management Experience June 2010 - August 2012
Job Investment Management Associate at BlackRock
Industry Financial Services
Experience
BlackRock January 2015 - Present
BlackRock June 2014 - January 2015
BlackRock August 2013 - June 2014
Morgan Stanley Wealth Management June 2010 - August 2012
Skills
Financial Analysis, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Mutual Funds, Leadership, Public Speaking, Social Skills, Dependable Team Player, Spanish, Multi Tasking, Time Management, Portfolio Management, Management, Investments, Wealth Management, Sales, Financial Modeling
Education
Penn State University 2009 — 2013
BS, Energy Business and Finance
Sayville High School 2005 — 2009
BlackRock January 2015 - Present
BlackRock June 2014 - January 2015
BlackRock August 2013 - June 2014
Morgan Stanley Wealth Management June 2010 - August 2012
Skills
Financial Analysis, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Mutual Funds, Leadership, Public Speaking, Social Skills, Dependable Team Player, Spanish, Multi Tasking, Time Management, Portfolio Management, Management, Investments, Wealth Management, Sales, Financial Modeling
Education
Penn State University 2009 — 2013
BS, Energy Business and Finance
Sayville High School 2005 — 2009
Jessica Jackson's Morgan Stanley Wealth Management Experience February 2011 - February 2014
Job Business Office Manager / Student Financial Services at Strayer University
Industry Financial Services
Experience
Strayer University May 2014 - Present
Morgan Stanley Wealth Management February 2011 - February 2014
Columbus City Schools August 2009 - February 2011
IMPACT Community Action 2010 - 2010
Skills
Management, Sales, Marketing, Analysis, Public Speaking, Alternative Investments, Social Media Marketing, Event Planning, Social Media, Strategic Planning, Social Networking, Microsoft Office, Mutual Funds, Fundraising, Series 63, Human Resources, Team Building, Leadership, Portfolio Management, PowerPoint, Training, Finance, Nonprofits, Research, Program Management, Investments, Marketing Communications, Project Planning, Time Management, Marketing Strategy, Coaching, Series 7, Curriculum Design, Wealth Management, Music, Strategic Financial..., Financial Services
Education
Strayer University 2014 — 2016
Master of Business Administration (M.B.A.), Project Management
Ohio Dominican University
Bachelor of Arts (BA), Poitical Science and History
Strayer University May 2014 - Present
Morgan Stanley Wealth Management February 2011 - February 2014
Columbus City Schools August 2009 - February 2011
IMPACT Community Action 2010 - 2010
Skills
Management, Sales, Marketing, Analysis, Public Speaking, Alternative Investments, Social Media Marketing, Event Planning, Social Media, Strategic Planning, Social Networking, Microsoft Office, Mutual Funds, Fundraising, Series 63, Human Resources, Team Building, Leadership, Portfolio Management, PowerPoint, Training, Finance, Nonprofits, Research, Program Management, Investments, Marketing Communications, Project Planning, Time Management, Marketing Strategy, Coaching, Series 7, Curriculum Design, Wealth Management, Music, Strategic Financial..., Financial Services
Education
Strayer University 2014 — 2016
Master of Business Administration (M.B.A.), Project Management
Ohio Dominican University
Bachelor of Arts (BA), Poitical Science and History
Jay S. Kramer Jay S. Kramer's Morgan Stanley Wealth Management Experience May 1988 - October 2014
Job Financial Services Executive
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 1988 - October 2014
Skills
Mutual Funds, Financial Services, Risk Management, 529 Operations, Retirement, Series 99, Wealth Management, Finance, Business Analysis, Financial Analysis, Management
Education
Pace University - Lubin School of Business 1980 — 1984
Bachelor of Science (BS), Accounting and Finance
Morgan Stanley Wealth Management May 1988 - October 2014
Skills
Mutual Funds, Financial Services, Risk Management, 529 Operations, Retirement, Series 99, Wealth Management, Finance, Business Analysis, Financial Analysis, Management
Education
Pace University - Lubin School of Business 1980 — 1984
Bachelor of Science (BS), Accounting and Finance
Hillary McNeill's Morgan Stanley Wealth Management Experience August 2010 - September 2011
Job Client Development at Marchon Partners
Industry Staffing and Recruiting
Experience
Marchon Partners November 2013 - Present
Sole Financial (formerly TFG Card Solutions, Inc.) March 2012 - February 2014
Morgan Stanley Wealth Management August 2010 - September 2011
Linedata January 2010 - July 2010
Atlantic Trust August 1997 - October 2009
Donaldson, Lufkin & Jenrette November 1996 - August 1997
Bidwell & Company August 1993 - November 1996
Skills
Equities, Trading, Sales, ETFs, Series 7, Equity Trading, Money Management, New Business Development, Business Analysis, Relationship Management, Staffing Services, Human Capital Management, Human Capital, Payroll Administration, Client Relations, Client Development, Relationship Building, Vendor Relationship..., Debit Cards, Sales Management
Education
Oregon State University 1989 — 1993
Marchon Partners November 2013 - Present
Sole Financial (formerly TFG Card Solutions, Inc.) March 2012 - February 2014
Morgan Stanley Wealth Management August 2010 - September 2011
Linedata January 2010 - July 2010
Atlantic Trust August 1997 - October 2009
Donaldson, Lufkin & Jenrette November 1996 - August 1997
Bidwell & Company August 1993 - November 1996
Skills
Equities, Trading, Sales, ETFs, Series 7, Equity Trading, Money Management, New Business Development, Business Analysis, Relationship Management, Staffing Services, Human Capital Management, Human Capital, Payroll Administration, Client Relations, Client Development, Relationship Building, Vendor Relationship..., Debit Cards, Sales Management
Education
Oregon State University 1989 — 1993
Grant Wilson's Morgan Stanley Wealth Management Experience March 2014 - July 2014
Job Analyst at Goldman Sachs
Industry Capital Markets
Experience
Goldman Sachs July 2015 - Present
Goldman Sachs November 2014 - Present
Northwestern University 2011 - Present
GFI Group July 2014 - August 2014
Morgan Stanley Wealth Management March 2014 - July 2014
Bookadia August 2012 - 2014
Cowell Insurance Services, Inc., 2012 - 2013
Northwestern University 2011 - 2013
Skills
PowerPoint, Coaching, Team Building, Microsoft Excel, Microsoft Word, Stata, Time Management, Leadership, Event Planning, Facebook
Education
Northwestern University 2011 — 2015
Economics, Business, Integrated Marketing Communications, 3.5 GPA
Rockhurst Jesuit High School 2007 — 2011
High School Diploma, 4.2 GPA
Goldman Sachs July 2015 - Present
Goldman Sachs November 2014 - Present
Northwestern University 2011 - Present
GFI Group July 2014 - August 2014
Morgan Stanley Wealth Management March 2014 - July 2014
Bookadia August 2012 - 2014
Cowell Insurance Services, Inc., 2012 - 2013
Northwestern University 2011 - 2013
Skills
PowerPoint, Coaching, Team Building, Microsoft Excel, Microsoft Word, Stata, Time Management, Leadership, Event Planning, Facebook
Education
Northwestern University 2011 — 2015
Economics, Business, Integrated Marketing Communications, 3.5 GPA
Rockhurst Jesuit High School 2007 — 2011
High School Diploma, 4.2 GPA
Ardra “Bobbi” Baksi Ardra “Bobbi” Baksi's Morgan Stanley Wealth Management Experience March 2002 - February 2004
Job RFP Specialist at Insight Investment
Industry Financial Services
Experience
AllianceBernstein October 2014 - June 2015
KST International Business, Inc. – Commodities Market Small Business June 2012 - October 2014
Deutsche Bank AG June 2008 - May 2009
J&W Seligman February 2004 - January 2007
Morgan Stanley Wealth Management March 2002 - February 2004
Morgan Stanley Wealth Management 2000 - 2002
Skills
Inspiring Leader, Strong Communication..., Creative and Analytical..., Marketing, Leadership, CRM, Proposal Writing, Financial Modeling, Business Strategy, Economics, Valuation, Financial Analysis, Strategic Planning, Due Diligence, Project Management, Investments, Research, Business Analysis, Program Management, Risk Management, Entrepreneurship, Data Analysis, Market Research, Communication, Corporate Finance, Marketing Strategy, Business Development, Portfolio Management, Management, Finance, Competitive Analysis, Asset Management, Start-ups, Mergers & Acquisitions, Private Equity, Market Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
MBA, General Management
Oxford University - Said Business School 2011 — 2011
Global Enterprise Management
The Johns Hopkins University 1994 — 1998
BA, Economics
Huntington East High School 1990 — 1994
High School, N/A
Gallaher Elementary 1988 — 1989
AllianceBernstein October 2014 - June 2015
KST International Business, Inc. – Commodities Market Small Business June 2012 - October 2014
Deutsche Bank AG June 2008 - May 2009
J&W Seligman February 2004 - January 2007
Morgan Stanley Wealth Management March 2002 - February 2004
Morgan Stanley Wealth Management 2000 - 2002
Skills
Inspiring Leader, Strong Communication..., Creative and Analytical..., Marketing, Leadership, CRM, Proposal Writing, Financial Modeling, Business Strategy, Economics, Valuation, Financial Analysis, Strategic Planning, Due Diligence, Project Management, Investments, Research, Business Analysis, Program Management, Risk Management, Entrepreneurship, Data Analysis, Market Research, Communication, Corporate Finance, Marketing Strategy, Business Development, Portfolio Management, Management, Finance, Competitive Analysis, Asset Management, Start-ups, Mergers & Acquisitions, Private Equity, Market Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
MBA, General Management
Oxford University - Said Business School 2011 — 2011
Global Enterprise Management
The Johns Hopkins University 1994 — 1998
BA, Economics
Huntington East High School 1990 — 1994
High School, N/A
Gallaher Elementary 1988 — 1989
Fausto Enrique Abreu's Morgan Stanley Wealth Management Experience October 2012 - January 2013
Job Information Technology & Systems Operations Specialist
Industry Information Technology and Services
Experience
NBCUniversal, Inc. February 2013 - Present
Morgan Stanley Wealth Management October 2012 - January 2013
Morgan Stanley Smith Barney May 2010 - October 2012
UBS Wealth Management September 1999 - September 2008
Information Builders January 1995 - August 1999
Skills
Cross-functional Team..., Software Development..., Technical Support, User Acceptance Testing, Process Improvement, Testing, Project Management, Management, Quality Management, Quality Center, Software Quality..., Information Technology, Financial Technology, Trading Systems, Client Server..., SDLC, Fixed Income, Vendor Management, Requirements Analysis, System Testing, Business Analysis, Software Project..., Change Management
Education
Pace University 1992 — 1997
NBCUniversal, Inc. February 2013 - Present
Morgan Stanley Wealth Management October 2012 - January 2013
Morgan Stanley Smith Barney May 2010 - October 2012
UBS Wealth Management September 1999 - September 2008
Information Builders January 1995 - August 1999
Skills
Cross-functional Team..., Software Development..., Technical Support, User Acceptance Testing, Process Improvement, Testing, Project Management, Management, Quality Management, Quality Center, Software Quality..., Information Technology, Financial Technology, Trading Systems, Client Server..., SDLC, Fixed Income, Vendor Management, Requirements Analysis, System Testing, Business Analysis, Software Project..., Change Management
Education
Pace University 1992 — 1997
behnam beheshti's Morgan Stanley Wealth Management Experience April 2014 - Present
Job Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2014 - Present
CHC Hotels Inc February 2012 - March 2014
Polycor Inc. July 2011 - September 2011
Ohio University June 2010 - June 2011
Narkoob Iran Co July 2005 - September 2009
Skills
Financial Modeling, Access, Matlab, Corporate Finance, Microsoft Excel, Finance, Data Analysis, Financial Analysis, PowerPoint, Analysis, Eviews, Management, Valuation, Microsoft Word, Microsoft Office, Forecasting, Quantitative Analytics, Cash Flow Forecasting, SAP, Outlook, Windows, Accounting, Financial Reporting, Monte Carlo Simulation, Real Estate Financing, Fixed Income Analysis, IRR, NPV, Bloomberg, Pricing, Inventory Control, Trend Analysis, Account Reconciliation, Accounts Receivable, Mac OS, Cash Flow, Fixed Income Portfolio..., Financial Control, Cash Flow Management, Word, Equity Trading, Equity Derivatives, Fixed Income, Municipal Bonds, Portfolio Management, Equities, Financial Markets, Investments, Securities
Education
Ohio University 2010 — 2011
Master, Financial Economics (MFE)
Sharif University of Technology 2006 — 2008
Master of Science, Electrical Engineering
Shahid Beheshti University 2001 — 2006
Bachelor of Science, Electrical Engineering
kowsar
Morgan Stanley Wealth Management April 2014 - Present
CHC Hotels Inc February 2012 - March 2014
Polycor Inc. July 2011 - September 2011
Ohio University June 2010 - June 2011
Narkoob Iran Co July 2005 - September 2009
Skills
Financial Modeling, Access, Matlab, Corporate Finance, Microsoft Excel, Finance, Data Analysis, Financial Analysis, PowerPoint, Analysis, Eviews, Management, Valuation, Microsoft Word, Microsoft Office, Forecasting, Quantitative Analytics, Cash Flow Forecasting, SAP, Outlook, Windows, Accounting, Financial Reporting, Monte Carlo Simulation, Real Estate Financing, Fixed Income Analysis, IRR, NPV, Bloomberg, Pricing, Inventory Control, Trend Analysis, Account Reconciliation, Accounts Receivable, Mac OS, Cash Flow, Fixed Income Portfolio..., Financial Control, Cash Flow Management, Word, Equity Trading, Equity Derivatives, Fixed Income, Municipal Bonds, Portfolio Management, Equities, Financial Markets, Investments, Securities
Education
Ohio University 2010 — 2011
Master, Financial Economics (MFE)
Sharif University of Technology 2006 — 2008
Master of Science, Electrical Engineering
Shahid Beheshti University 2001 — 2006
Bachelor of Science, Electrical Engineering
kowsar
Kristin Helppie's Morgan Stanley Wealth Management Experience February 2013 - April 2015
Job Operations Manager
Industry Financial Services
Experience
North Point Wealth Advisors at Wells Fargo April 2015 - Present
Morgan Stanley Wealth Management February 2013 - April 2015
Morgan Stanley Wealth Management August 2011 - February 2013
Target September 2009 - August 2011
Education
Portland State University 2004 — 2009
Bachelor of Science (B.S.), Community Development
North Point Wealth Advisors at Wells Fargo April 2015 - Present
Morgan Stanley Wealth Management February 2013 - April 2015
Morgan Stanley Wealth Management August 2011 - February 2013
Target September 2009 - August 2011
Education
Portland State University 2004 — 2009
Bachelor of Science (B.S.), Community Development
Gloria Nelson Gloria Nelson's Morgan Stanley Wealth Management Experience 2009 - 2012
Job Financial Services Consultant
Industry Financial Services
Experience
Afton Marketing 2009 - Present
The North Highland Company 2013 - 2014
Morgan Stanley Wealth Management 2009 - 2012
Merrill Lynch 1987 - 2008
Merrill Lynch Investment Managers 2000 - 2001
Skills
Asset Management, Investments, Segmentation, Product Development, Marketing Strategy, Integrated Marketing, Series 7, Alternative Investments, Mutual Funds, Hedge Funds, Investment Advisory, Retirement, Competitive Intelligence, Product Management, Performance Measurement, Strategy Development, Market Research, Strategic Analysis, Securities, Competitive Analysis, Product Marketing, Client Retention, Strategic Planning, Business Planning, Strategic Thinking, Asset Managment, Strategy, Analysis, Leadership, Cross-functional Team..., Wealth Management, Management, Risk Management, Financial Services, Strategic Partnerships, Business Intelligence, Portfolio Management, Marketing, Mergers & Acquisitions, Training, Management Consulting, Financial Modeling, Analytics, Pensions, Relationship Management, Executive Management, Finance, Retirement Planning, Private Equity, Equities
Education
University of Delaware - Lerner College of Business and Economics
University of Delaware - Lerner College of Business and Economics
University of Delaware - Lerner College of Business and Economics
Virginia Commonwealth University - Graduate School of Business
MBA
Pennsylvania State University
Bachelor of Science (B.S.)
Univeristy of Pennsylvania - The Wharton School
Securities Industry Institute
Afton Marketing 2009 - Present
The North Highland Company 2013 - 2014
Morgan Stanley Wealth Management 2009 - 2012
Merrill Lynch 1987 - 2008
Merrill Lynch Investment Managers 2000 - 2001
Skills
Asset Management, Investments, Segmentation, Product Development, Marketing Strategy, Integrated Marketing, Series 7, Alternative Investments, Mutual Funds, Hedge Funds, Investment Advisory, Retirement, Competitive Intelligence, Product Management, Performance Measurement, Strategy Development, Market Research, Strategic Analysis, Securities, Competitive Analysis, Product Marketing, Client Retention, Strategic Planning, Business Planning, Strategic Thinking, Asset Managment, Strategy, Analysis, Leadership, Cross-functional Team..., Wealth Management, Management, Risk Management, Financial Services, Strategic Partnerships, Business Intelligence, Portfolio Management, Marketing, Mergers & Acquisitions, Training, Management Consulting, Financial Modeling, Analytics, Pensions, Relationship Management, Executive Management, Finance, Retirement Planning, Private Equity, Equities
Education
University of Delaware - Lerner College of Business and Economics
University of Delaware - Lerner College of Business and Economics
University of Delaware - Lerner College of Business and Economics
Virginia Commonwealth University - Graduate School of Business
MBA
Pennsylvania State University
Bachelor of Science (B.S.)
Univeristy of Pennsylvania - The Wharton School
Securities Industry Institute
Stephen Polizzi Stephen Polizzi's Morgan Stanley Wealth Management Experience February 2012 - August 2013
Job Financial Planner at Lenox Advisors, Inc.
Industry Financial Services
Experience
Lenox Advisors August 2013 - Present
Morgan Stanley Wealth Management February 2012 - August 2013
Morgan Stanley Smith Barney March 2010 - December 2011
ING April 2007 - January 2009
Diversified January 2000 - January 2006
Skills
Retirement Planning, Wealth Management, Asset Allocation, Retirement, Series 7, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Series 63, Portfolio Management, Investment Strategies, Certified Financial..., Chartered Retirement..., Series 65, Life & Health Insurance..., Certified Employee..., Series 6
Education
Pace University - Lubin School of Business 1996 — 1999
Bachelor of Business Administration (BBA), Finance, General
Lenox Advisors August 2013 - Present
Morgan Stanley Wealth Management February 2012 - August 2013
Morgan Stanley Smith Barney March 2010 - December 2011
ING April 2007 - January 2009
Diversified January 2000 - January 2006
Skills
Retirement Planning, Wealth Management, Asset Allocation, Retirement, Series 7, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Series 63, Portfolio Management, Investment Strategies, Certified Financial..., Chartered Retirement..., Series 65, Life & Health Insurance..., Certified Employee..., Series 6
Education
Pace University - Lubin School of Business 1996 — 1999
Bachelor of Business Administration (BBA), Finance, General
Kristen Townsend Kristen Townsend's Morgan Stanley Wealth Management Experience January 2014 - Present
Job Financial Services
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2014 - Present
Pointe Alarm January 2012 - June 2013
State Farm Insurance May 2011 - September 2011
Leonard & Company November 2007 - April 2009
Merrill Lynch October 2004 - November 2007
UBS September 1994 - June 2004
Paine Webber February 1994 - August 1994
Rodman & Renshaw October 1992 - February 1994
Skills
Project Planning, Process Improvement, Customer Service, Leadership, Fundraising, CRM, Management, Business Development, Sales, Employee Benefits, Portfolio Management, Risk Management, Strategic Planning, Series 7, Account Management, Team Building
Education
Northwood University
Morgan Stanley Wealth Management January 2014 - Present
Pointe Alarm January 2012 - June 2013
State Farm Insurance May 2011 - September 2011
Leonard & Company November 2007 - April 2009
Merrill Lynch October 2004 - November 2007
UBS September 1994 - June 2004
Paine Webber February 1994 - August 1994
Rodman & Renshaw October 1992 - February 1994
Skills
Project Planning, Process Improvement, Customer Service, Leadership, Fundraising, CRM, Management, Business Development, Sales, Employee Benefits, Portfolio Management, Risk Management, Strategic Planning, Series 7, Account Management, Team Building
Education
Northwood University
Jessica Scheinert's Morgan Stanley Wealth Management Experience June 2008 - August 2009
Job Client Relations Americas at Symphony
Industry Financial Services
Experience
Symphony - Secure Seamless Communication January 2015 - Present
Markit October 2010 - December 2014
Morgan Stanley Wealth Management June 2008 - August 2009
Skills
Fixed Income, Equities, Sales, Relationship Management, Financial Services, Trading, Portfolio Management, Asset Management, Market Data, Capital Markets, Financial Markets, Hedge Funds, Securities, Derivatives, Alternative Investments
Education
Penn State University 2006 — 2010
Bachelor of Science, Marketing, Psychology
Symphony - Secure Seamless Communication January 2015 - Present
Markit October 2010 - December 2014
Morgan Stanley Wealth Management June 2008 - August 2009
Skills
Fixed Income, Equities, Sales, Relationship Management, Financial Services, Trading, Portfolio Management, Asset Management, Market Data, Capital Markets, Financial Markets, Hedge Funds, Securities, Derivatives, Alternative Investments
Education
Penn State University 2006 — 2010
Bachelor of Science, Marketing, Psychology
Brandon Praznik's Morgan Stanley Wealth Management Experience November 2009 - May 2010
Job National Product Manager
Industry Investment Management
Experience
Realty Capital Securities September 2014 - Present
Realty Capital Securities June 2012 - Present
Fidelity Investments June 2011 - June 2012
New England Financial May 2010 - September 2010
Morgan Stanley Wealth Management November 2009 - May 2010
Skills
Loans, Financial Analysis, Finance, Investments, Sales, Business Development, Series 7, Series 63, Alternative Investments, Asset Management, Investment Advisory, Retirement Planning
Education
Ohio Wesleyan University 2005 — 2009
Bachelor of Arts (BA), Economics
Realty Capital Securities September 2014 - Present
Realty Capital Securities June 2012 - Present
Fidelity Investments June 2011 - June 2012
New England Financial May 2010 - September 2010
Morgan Stanley Wealth Management November 2009 - May 2010
Skills
Loans, Financial Analysis, Finance, Investments, Sales, Business Development, Series 7, Series 63, Alternative Investments, Asset Management, Investment Advisory, Retirement Planning
Education
Ohio Wesleyan University 2005 — 2009
Bachelor of Arts (BA), Economics
Jim Sandham, MBA Jim Sandham, MBA's Morgan Stanley Wealth Management Experience August 2011 - May 2012
Job Client Services Analyst
Industry Telecommunications
Experience
Tangoe November 2013 - Present
Jim Sandham III, LLC September 2012 - Present
Fiserv June 2012 - November 2012
Morgan Stanley Wealth Management August 2011 - May 2012
Skills
Investments, Financial Analysis, Banking, Equities, Portfolio Management, Financial Services, Wealth Management, Securities, Risk Management, Real Estate, Real Estate Transactions, Real Estate Economics, Real Estate Financing, Finance, Personal Finance, Microsoft Office, Microsoft Excel, Analysis, PowerPoint, Leadership, Customer Service, Training
Education
Philadelphia University 2008 — 2009
M.B.A, Business Administration, 3.74
Philadelphia University 2004 — 2008
B.S, Business Management
Tangoe November 2013 - Present
Jim Sandham III, LLC September 2012 - Present
Fiserv June 2012 - November 2012
Morgan Stanley Wealth Management August 2011 - May 2012
Skills
Investments, Financial Analysis, Banking, Equities, Portfolio Management, Financial Services, Wealth Management, Securities, Risk Management, Real Estate, Real Estate Transactions, Real Estate Economics, Real Estate Financing, Finance, Personal Finance, Microsoft Office, Microsoft Excel, Analysis, PowerPoint, Leadership, Customer Service, Training
Education
Philadelphia University 2008 — 2009
M.B.A, Business Administration, 3.74
Philadelphia University 2004 — 2008
B.S, Business Management
Kelly S. Cullen Kelly S. Cullen's Morgan Stanley Wealth Management Experience November 2012 - Present
Job Financial Advisor at Morgan Stanley Wealth Management
Industry Investment Banking
Experience
Morgan Stanley May 2015 - Present
Morgan Stanley Wealth Management November 2012 - Present
JPMorgan Chase February 2011 - November 2012
Chase Bank June 2006 - February 2011
Chase Bank January 2003 - June 2006
Skills
Series 7, Uniform Combined State..., Life, Investments, Finance, Banking, Mutual Funds, Portfolio Management, Securities, Financial Analysis, Financial Services, Relationship Management, Financial Planning
Education
Oakland University 2005 — 2007
Bachelor of Arts, Political Science
Morgan Stanley May 2015 - Present
Morgan Stanley Wealth Management November 2012 - Present
JPMorgan Chase February 2011 - November 2012
Chase Bank June 2006 - February 2011
Chase Bank January 2003 - June 2006
Skills
Series 7, Uniform Combined State..., Life, Investments, Finance, Banking, Mutual Funds, Portfolio Management, Securities, Financial Analysis, Financial Services, Relationship Management, Financial Planning
Education
Oakland University 2005 — 2007
Bachelor of Arts, Political Science
Tim Mayberry's Morgan Stanley Wealth Management Experience September 2011 - Present
Job
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2011 - Present
Morgan Stanley December 2006 - September 2011
Morgan Stanley July 2000 - December 2006
Skills
Fixed Income
Education
Pace University 2002 — 2004
MBA, Finance
Siena College 1996 — 2000
BS, Finance
Morgan Stanley Wealth Management September 2011 - Present
Morgan Stanley December 2006 - September 2011
Morgan Stanley July 2000 - December 2006
Skills
Fixed Income
Education
Pace University 2002 — 2004
MBA, Finance
Siena College 1996 — 2000
BS, Finance
Aleksandr Shtukater's Morgan Stanley Wealth Management Experience July 2009 - Present
Job Team Lead
Industry Information Technology and Services
Experience
Morgan Stanley Wealth Management July 2009 - Present
Morgan Stanley May 2004 - June 2009
WWMB (World Wide Media Broadcast) January 2000 - May 2001
Moneyline Telerate Inc 2000 - 2001
Instinet Incorporated 1999 - 2000
Skills
Trading Systems, Agile Methodologies, Software Engineering, C/C++ STL, Sybase, Informix, CA Visual Objects, TIBCO/TIC, Java, SDLC, XML, Requirements Analysis
Education
Pace University 1994 — 2001
Bachelor's degree, Computer Science
Morgan Stanley Wealth Management July 2009 - Present
Morgan Stanley May 2004 - June 2009
WWMB (World Wide Media Broadcast) January 2000 - May 2001
Moneyline Telerate Inc 2000 - 2001
Instinet Incorporated 1999 - 2000
Skills
Trading Systems, Agile Methodologies, Software Engineering, C/C++ STL, Sybase, Informix, CA Visual Objects, TIBCO/TIC, Java, SDLC, XML, Requirements Analysis
Education
Pace University 1994 — 2001
Bachelor's degree, Computer Science
Beth Galanter Connolly's Morgan Stanley Wealth Management Experience September 2010 - October 2013
Job Institutional Client Group at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman June 2015 - Present
Neuberger Berman December 2013 - May 2015
Morgan Stanley Wealth Management September 2010 - October 2013
BNP Paribas October 2008 - April 2010
Banc of America Securities November 2004 - September 2008
Skills
Series 7, Series 63, Series 65, Leadership, Wealth Management, Equities, Prime Brokerage
Education
Pennsylvania State University 1999 — 2003
Bachelor's Degree, Marketing and International Business
Neuberger Berman June 2015 - Present
Neuberger Berman December 2013 - May 2015
Morgan Stanley Wealth Management September 2010 - October 2013
BNP Paribas October 2008 - April 2010
Banc of America Securities November 2004 - September 2008
Skills
Series 7, Series 63, Series 65, Leadership, Wealth Management, Equities, Prime Brokerage
Education
Pennsylvania State University 1999 — 2003
Bachelor's Degree, Marketing and International Business
Aleksey Shevchenko's Morgan Stanley Wealth Management Experience August 2006 - January 2014
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2006 - Present
Morgan Stanley Wealth Management August 2006 - January 2014
Developer.com 2003 - 2008
Scholastic 2004 - 2005
UBS 2000 - 2004
Education
Pace University 1996 — 2000
Bachelor of Science (B.S.), Computer Science
Pace University 1996 — 2000
Computer Science, Computer Science
Morgan Stanley August 2006 - Present
Morgan Stanley Wealth Management August 2006 - January 2014
Developer.com 2003 - 2008
Scholastic 2004 - 2005
UBS 2000 - 2004
Education
Pace University 1996 — 2000
Bachelor of Science (B.S.), Computer Science
Pace University 1996 — 2000
Computer Science, Computer Science
Michael Tessler's Morgan Stanley Wealth Management Experience May 2011 - Present
Job Executive Director Risk Officer; Private Banking Operations Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2011 - Present
Goldman Sachs May 2008 - May 2011
Morgan Stanley September 2007 - May 2008
Morgan Stanley August 2005 - September 2007
Morgan Stanley July 2003 - August 2005
Morgan Stanley Dean Witter May 2001 - August 2002
Skills
Operational Risk..., Project Management, Reference Data, Internal Audit, Enterprise Risk..., AML, Basel II, Business Analysis, SOX 404, SOX Compliancy, Communication Skills, Incident Management, RCSA, Risk Governance, Risk Analytics, Policy Writing, Procedure Development, Vendor Management, Business Continuity..., Information Technology..., Information Security, Entitlements, Business Requirements, User Acceptance Testing, Taxonomy, PowerPoint, Executive Reporting, Reporting & Analysis, Presentation Design, Operations Management, Retail Banking, Private Banking, Debit Cards, Deposits, Checks, ACH, Settlement, Knowledge Management, Fixed Income
Education
Pace University 1999 — 2003
BBA, Double Major: General Accounting & Business Management
Morgan Stanley Wealth Management May 2011 - Present
Goldman Sachs May 2008 - May 2011
Morgan Stanley September 2007 - May 2008
Morgan Stanley August 2005 - September 2007
Morgan Stanley July 2003 - August 2005
Morgan Stanley Dean Witter May 2001 - August 2002
Skills
Operational Risk..., Project Management, Reference Data, Internal Audit, Enterprise Risk..., AML, Basel II, Business Analysis, SOX 404, SOX Compliancy, Communication Skills, Incident Management, RCSA, Risk Governance, Risk Analytics, Policy Writing, Procedure Development, Vendor Management, Business Continuity..., Information Technology..., Information Security, Entitlements, Business Requirements, User Acceptance Testing, Taxonomy, PowerPoint, Executive Reporting, Reporting & Analysis, Presentation Design, Operations Management, Retail Banking, Private Banking, Debit Cards, Deposits, Checks, ACH, Settlement, Knowledge Management, Fixed Income
Education
Pace University 1999 — 2003
BBA, Double Major: General Accounting & Business Management
Karl Marquardt's Morgan Stanley Wealth Management Experience February 2013 - April 2014
Job Partner at Bressler, Amery & Ross, P.C.
Industry Law Practice
Experience
Bressler, Amery & Ross, P.C. April 2014 - Present
Morgan Stanley Wealth Management February 2013 - April 2014
Morgan Stanley Wealth Management June 2009 - February 2013
Citigroup Global Markets Inc. May 2007 - November 2009
Citicorp Investment Services July 2005 - May 2007
Bressler, Amery & Ross, P.C. 1999 - 2005
Hon. Jonathan N. Harris, J.S.C. September 1998 - August 1999
Skills
Securities Litigation, FINRA, Securities, Arbitration, Due Diligence, Financial Services, Investments, SEC, Trading, Litigation, Equities, Securities Regulation, Financial Regulation, Corporate Governance, AML, Series 7, Investment Banking, Broker-Dealer, Capital Markets, Financial Risk, Investment Advisory, Internal Investigations, Criminal Law, Corporate Law, Hedge Funds, Mutual Funds
Education
Rutgers University School of Law - Newark 1995 — 1998
Juris Doctor
Northwestern University 1981 — 1985
B.S., Radio, Televison, Film
Bressler, Amery & Ross, P.C. April 2014 - Present
Morgan Stanley Wealth Management February 2013 - April 2014
Morgan Stanley Wealth Management June 2009 - February 2013
Citigroup Global Markets Inc. May 2007 - November 2009
Citicorp Investment Services July 2005 - May 2007
Bressler, Amery & Ross, P.C. 1999 - 2005
Hon. Jonathan N. Harris, J.S.C. September 1998 - August 1999
Skills
Securities Litigation, FINRA, Securities, Arbitration, Due Diligence, Financial Services, Investments, SEC, Trading, Litigation, Equities, Securities Regulation, Financial Regulation, Corporate Governance, AML, Series 7, Investment Banking, Broker-Dealer, Capital Markets, Financial Risk, Investment Advisory, Internal Investigations, Criminal Law, Corporate Law, Hedge Funds, Mutual Funds
Education
Rutgers University School of Law - Newark 1995 — 1998
Juris Doctor
Northwestern University 1981 — 1985
B.S., Radio, Televison, Film
Greg Newbold's Morgan Stanley Wealth Management Experience April 2007 - Present
Job Regional Vice President, Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management April 2007 - Present
Smith Barney May 1996 - June 1998
Education
Penn State University 1987 — 1991
Morgan Stanley Wealth Management April 2007 - Present
Smith Barney May 1996 - June 1998
Education
Penn State University 1987 — 1991
D. Norman Quynn, CFP®'s Morgan Stanley Wealth Management Experience May 2013 - September 2015
Job Senior Financial Advisor
Industry Financial Services
Experience
Capital One September 2015 - Present
Morgan Stanley Wealth Management May 2013 - September 2015
UBS Wealth Management April 2010 - May 2013
BNY Mellon Wealth Management February 2006 - March 2010
Skills
Wealth Management, Estate Planning, Investments, Portfolio Management, Asset Allocation, Wealth Management..., Investment Strategies, Finance, Trust Services, Mutual Funds, Financial Advisory, Retirement Planning, Securities, Investment Management
Education
Penn State University 2001 — 2005
Finance, Economics
Capital One September 2015 - Present
Morgan Stanley Wealth Management May 2013 - September 2015
UBS Wealth Management April 2010 - May 2013
BNY Mellon Wealth Management February 2006 - March 2010
Skills
Wealth Management, Estate Planning, Investments, Portfolio Management, Asset Allocation, Wealth Management..., Investment Strategies, Finance, Trust Services, Mutual Funds, Financial Advisory, Retirement Planning, Securities, Investment Management
Education
Penn State University 2001 — 2005
Finance, Economics
Stephanie Zaino's Morgan Stanley Wealth Management Experience July 2006 - Present
Job Vice President, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2006 - Present
Skills
Wealth Management
Education
Pace University - Lubin School of Business 2009 — 2011
MBA, Strategic Management
University of Delaware - Lerner College of Business and Economics 2003 — 2006
Morgan Stanley Wealth Management July 2006 - Present
Skills
Wealth Management
Education
Pace University - Lubin School of Business 2009 — 2011
MBA, Strategic Management
University of Delaware - Lerner College of Business and Economics 2003 — 2006
Lauren Esposito's Morgan Stanley Wealth Management Experience April 2004 - Present
Job at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2004 - Present
Skills
Microsoft Office, Microsoft Excel, Data Analysis, Business Analysis, PowerPoint, Microsoft Word, Customer Service, Research, Strategic Planning, Team Leadership, Team Building, Coaching, Project Management, Marketing
Education
Pace University 2007 — 2008
Masters of Science, Publishing
Texas A&M University 2000 — 2003
BA, English, Biology
Morgan Stanley Wealth Management April 2004 - Present
Skills
Microsoft Office, Microsoft Excel, Data Analysis, Business Analysis, PowerPoint, Microsoft Word, Customer Service, Research, Strategic Planning, Team Leadership, Team Building, Coaching, Project Management, Marketing
Education
Pace University 2007 — 2008
Masters of Science, Publishing
Texas A&M University 2000 — 2003
BA, English, Biology
Timothy Bescherer's Morgan Stanley Wealth Management Experience June 2009 - Present
Job Executive Director at Morgan Stanley Wealth Management
Industry Information Technology and Services
Experience
Morgan Stanley Wealth Management June 2009 - Present
Smith Barney October 1983 - June 2009
Skills
Financial Services, Management, Mutual Funds, Risk Management, Business Analysis, Wealth Management, Team Building, Fixed Income, SDLC, Equities, Vendor Management, Portfolio Management, Project Management, Capital Markets, Securities, Asset Management, Program Management, Systems Development..., Process Improvement, IT Strategy, Investment Banking, Compliance, Corporate Actions, Business Requirements
Education
Pace University - Lubin School of Business 1985 — 1989
MBA, Portfolio Management
Purdue University - Krannert School of Management 1976 — 1980
BSIM
Morgan Stanley Wealth Management June 2009 - Present
Smith Barney October 1983 - June 2009
Skills
Financial Services, Management, Mutual Funds, Risk Management, Business Analysis, Wealth Management, Team Building, Fixed Income, SDLC, Equities, Vendor Management, Portfolio Management, Project Management, Capital Markets, Securities, Asset Management, Program Management, Systems Development..., Process Improvement, IT Strategy, Investment Banking, Compliance, Corporate Actions, Business Requirements
Education
Pace University - Lubin School of Business 1985 — 1989
MBA, Portfolio Management
Purdue University - Krannert School of Management 1976 — 1980
BSIM
Alex LaMarca's Morgan Stanley Wealth Management Experience May 1997 - Present
Job Executive Director Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 1997 - Present
Morgan Stanley Wealth Management May 1997 - Present
Tandem Financial Group 1988 - 1990
Skills
Wealth Management, Mutual Funds, Securities, Equities, Financial Services, Management, Risk Management, Business Analysis, Team Leadership, Strategic Planning, SDLC, Team Building, Wealth Management..., Financial Markets, FINRA, Insurance
Education
Old Dominion University 1981 — 1982
Political Science and Government
Morgan Stanley Wealth Management May 1997 - Present
Morgan Stanley Wealth Management May 1997 - Present
Tandem Financial Group 1988 - 1990
Skills
Wealth Management, Mutual Funds, Securities, Equities, Financial Services, Management, Risk Management, Business Analysis, Team Leadership, Strategic Planning, SDLC, Team Building, Wealth Management..., Financial Markets, FINRA, Insurance
Education
Old Dominion University 1981 — 1982
Political Science and Government
Megan Stokols's Morgan Stanley Wealth Management Experience November 2012 - Present
Job Consulting Group Analyst at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2012 - Present
Morgan Stanley Smith Barney November 2010 - December 2012
Johnston Lemon May 2007 - October 2010
Education
Penn State University 2003 — 2006
Bachelors, Economics
Morgan Stanley Wealth Management November 2012 - Present
Morgan Stanley Smith Barney November 2010 - December 2012
Johnston Lemon May 2007 - October 2010
Education
Penn State University 2003 — 2006
Bachelors, Economics
Jeremy Hall CFP ®'s Morgan Stanley Wealth Management Experience November 2009 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2009 - Present
Ameriprise Financial Services, Inc. January 2007 - November 2009
Education
Pennsylvania State University-Erie Campus 2002 — 2006
Finance, Accounting and Financial Planning
Morgan Stanley Wealth Management November 2009 - Present
Ameriprise Financial Services, Inc. January 2007 - November 2009
Education
Pennsylvania State University-Erie Campus 2002 — 2006
Finance, Accounting and Financial Planning
Jacqueline Dalmage's Morgan Stanley Wealth Management Experience September 2013 - January 2015
Job Paralegal Professional
Industry Legal Services
Experience
Children In Placement September 2010 - Present
Park City Communities March 2011 - September 2015
LegalSource "The Legal Placement Specialists" May 2015 - June 2015
Morgan Stanley Wealth Management September 2013 - January 2015
Connecticut Judicial Branch January 2013 - May 2013
Law Offices of Laura A. McGeachy, LLC January 2012 - November 2012
Marketes, Patents & Alliance May 2012 - July 2012
Connecticut Association of Paralegals September 2008 - June 2012
GE Capital September 2011 - September 2011
Intellicell Biosciences January 2011 - January 2011
Skills
Litigation Management, Patents, Licensing, Legal Compliance, Administrative Law, CaseMap, Project Management, Trial Exhibits, Legal Research, Litigation, Legal Assistance, Document Management, Interviews, Discovery Process, Due Process, Westlaw, Management, Document Review, Conducting Interviews, Train Staff, Investigation, Legal, Court Proceedings, Bail Enforcement, Criminal Justice, Child Advocacy, Treasury Management, Legal Writing, Customer Service, Estate Planning, Powers of Attorney, Trust Management, Real Estate Closings, SEC Affairs, Cross Border..., Family Law, Due Diligence, Probate, Budget Administration, Lexis Nexis & WestLaw, Notary Public, Legal Documents, Litigation Support, Writing, Presentations, Courts, LexisNexis, Civil Litigation, Pleadings, Budgets
Education
The University of Connecticut 2005 — 2013
Bachelor of General Studies, Pre-Law Studies
Norwalk Community College 2002 — 2008
Associate in Science, Paralegal Studies
Children In Placement September 2010 - Present
Park City Communities March 2011 - September 2015
LegalSource "The Legal Placement Specialists" May 2015 - June 2015
Morgan Stanley Wealth Management September 2013 - January 2015
Connecticut Judicial Branch January 2013 - May 2013
Law Offices of Laura A. McGeachy, LLC January 2012 - November 2012
Marketes, Patents & Alliance May 2012 - July 2012
Connecticut Association of Paralegals September 2008 - June 2012
GE Capital September 2011 - September 2011
Intellicell Biosciences January 2011 - January 2011
Skills
Litigation Management, Patents, Licensing, Legal Compliance, Administrative Law, CaseMap, Project Management, Trial Exhibits, Legal Research, Litigation, Legal Assistance, Document Management, Interviews, Discovery Process, Due Process, Westlaw, Management, Document Review, Conducting Interviews, Train Staff, Investigation, Legal, Court Proceedings, Bail Enforcement, Criminal Justice, Child Advocacy, Treasury Management, Legal Writing, Customer Service, Estate Planning, Powers of Attorney, Trust Management, Real Estate Closings, SEC Affairs, Cross Border..., Family Law, Due Diligence, Probate, Budget Administration, Lexis Nexis & WestLaw, Notary Public, Legal Documents, Litigation Support, Writing, Presentations, Courts, LexisNexis, Civil Litigation, Pleadings, Budgets
Education
The University of Connecticut 2005 — 2013
Bachelor of General Studies, Pre-Law Studies
Norwalk Community College 2002 — 2008
Associate in Science, Paralegal Studies
Karen (KC) Costagliola's Morgan Stanley Wealth Management Experience August 2013 - Present
Job Registered Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2013 - Present
Prudential (Temporary Position Via Adecco Financial) December 2012 - August 2013
MetLife December 2011 - April 2012
Arlia & Associates CPA's LLP March 2011 - November 2011
Global Coffee June 2004 - December 2010
Wachovia Global Securities Lending/formerly Metropolitan West Securities December 2001 - June 2004
Cantor Fitzgerald September 1993 - December 2001
Bank of New york 1983 - 1993
Skills
Securities, Equities, Investments, Financial Services, Series 7, Series 63, Series 66, Mutual Funds, Bloomberg, Securities Lending, Fixed Income, Cash Management, Capital Markets, Microsoft Excel, Settlement, QuickBooks, PowerPoint, Internet Explorer, Microsoft Word, DTC, Trading, Operations, Lending of Domestic,..., FED, Finance
Education
Pace University - Lubin School of Business 1986 — 1988
Finance
New Utrecht High School 1980 — 1983
Diploma, Administrative
Morgan Stanley Wealth Management August 2013 - Present
Prudential (Temporary Position Via Adecco Financial) December 2012 - August 2013
MetLife December 2011 - April 2012
Arlia & Associates CPA's LLP March 2011 - November 2011
Global Coffee June 2004 - December 2010
Wachovia Global Securities Lending/formerly Metropolitan West Securities December 2001 - June 2004
Cantor Fitzgerald September 1993 - December 2001
Bank of New york 1983 - 1993
Skills
Securities, Equities, Investments, Financial Services, Series 7, Series 63, Series 66, Mutual Funds, Bloomberg, Securities Lending, Fixed Income, Cash Management, Capital Markets, Microsoft Excel, Settlement, QuickBooks, PowerPoint, Internet Explorer, Microsoft Word, DTC, Trading, Operations, Lending of Domestic,..., FED, Finance
Education
Pace University - Lubin School of Business 1986 — 1988
Finance
New Utrecht High School 1980 — 1983
Diploma, Administrative
Jermaine Spivey, MFE's Morgan Stanley Wealth Management Experience August 2006 - October 2012
Job Investment Professional
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2006 - October 2012
Skills
Series 7, Wealth Management, Mutual Funds, Retirement Planning, Investments, Series 63, Securities, Asset Managment, Financial Analysis, Uniform Combined State..., Banking, Financial Services, Insurance, Risk Management, Series 6, Due Diligence, Relationship Management, Strategic Planning, Strategic Financial..., Portfolio Management, Retirement, Asset Allocation, Investment Advisory, Investment Strategies, Financial Advisory, Fixed Income, Investment Management, IRAs, Bonds, ETFs, Wealth Management...
Education
Ohio University
Master's degree, Financial Economics
University of California, Berkeley
Bachelor of Arts (BA), Economics
Morgan Stanley Wealth Management August 2006 - October 2012
Skills
Series 7, Wealth Management, Mutual Funds, Retirement Planning, Investments, Series 63, Securities, Asset Managment, Financial Analysis, Uniform Combined State..., Banking, Financial Services, Insurance, Risk Management, Series 6, Due Diligence, Relationship Management, Strategic Planning, Strategic Financial..., Portfolio Management, Retirement, Asset Allocation, Investment Advisory, Investment Strategies, Financial Advisory, Fixed Income, Investment Management, IRAs, Bonds, ETFs, Wealth Management...
Education
Ohio University
Master's degree, Financial Economics
University of California, Berkeley
Bachelor of Arts (BA), Economics
ann morris-austin's Morgan Stanley Wealth Management Experience February 1999 - December 2008
Job Vice President, Technology Disaster Recovery at Morgan Stanley
Industry Banking
Experience
Morgan Stanley February 2008 - Present
Morgan Stanley Wealth Management February 1999 - December 2008
Credit Lyonnais January 1995 - January 1999
Skills
Project Management, Business Continuity..., Business Continuity..., Disaster Recovery, Disaster Risk Reduction, Crisis Management, Crisis Communications, Training Delivery, ITIL, SDLC, IT Strategy, Risk Management, IT Management, Process Improvement, Incident Management, Enterprise Architecture, Business Continuity
Education
Pace University
Bachelor Business Administration, Business Administration
Morgan Stanley February 2008 - Present
Morgan Stanley Wealth Management February 1999 - December 2008
Credit Lyonnais January 1995 - January 1999
Skills
Project Management, Business Continuity..., Business Continuity..., Disaster Recovery, Disaster Risk Reduction, Crisis Management, Crisis Communications, Training Delivery, ITIL, SDLC, IT Strategy, Risk Management, IT Management, Process Improvement, Incident Management, Enterprise Architecture, Business Continuity
Education
Pace University
Bachelor Business Administration, Business Administration
julia babiitchouk's Morgan Stanley Wealth Management Experience May 2011 - Present
Job Managed Accounts Trader, VP at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley Wealth Management May 2011 - Present
UBS February 2006 - March 2011
Turner Investments, L.P. 2005 - 2006
Skills
Series 7, Equities, Fixed Income, Series 63, Bloomberg, Bonds, Capital Markets, Trading, Electronic Trading, FINRA, Trading Systems, Financial Markets, Wealth Management, Swaps, Bloomberg Terminal, Derivatives, Securities, Structured Products, Alternative Investments
Education
Penn State University
Morgan Stanley Wealth Management May 2011 - Present
UBS February 2006 - March 2011
Turner Investments, L.P. 2005 - 2006
Skills
Series 7, Equities, Fixed Income, Series 63, Bloomberg, Bonds, Capital Markets, Trading, Electronic Trading, FINRA, Trading Systems, Financial Markets, Wealth Management, Swaps, Bloomberg Terminal, Derivatives, Securities, Structured Products, Alternative Investments
Education
Penn State University
Frank Caputo's Morgan Stanley Wealth Management Experience March 2007 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2007 - Present
Diversified Investment Advisors April 1997 - March 2007
Skills
Retirement, Wealth Management, 401k, Series 7, Asset Allocation, Financial Services, Investments, Mutual Funds, Securities, Asset Management
Education
Pace University-Pleasantville/Briarcliff Campus 1986 — 1990
BA, Poltical Science, History
Morgan Stanley Wealth Management March 2007 - Present
Diversified Investment Advisors April 1997 - March 2007
Skills
Retirement, Wealth Management, 401k, Series 7, Asset Allocation, Financial Services, Investments, Mutual Funds, Securities, Asset Management
Education
Pace University-Pleasantville/Briarcliff Campus 1986 — 1990
BA, Poltical Science, History
Alan Klibanoff's Morgan Stanley Wealth Management Experience July 2012 - Present
Job Senior Vice President at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2012 - Present
Morgan Stanley Private Wealth Management July 2012 - Present
Citi March 2006 - July 2012
JPMorgan Chase June 1995 - April 2006
Valley National Bank of Arizona 1988 - 1992
Education
University of Phoenix 1986 — 1988
MBA, Business
University of Arizona 1982 — 1985
BS, Psychology
Pepperdine University 1980 — 1981
science
Pepperdine University 1980 — 1981
Baseball
Morgan Stanley Wealth Management July 2012 - Present
Morgan Stanley Private Wealth Management July 2012 - Present
Citi March 2006 - July 2012
JPMorgan Chase June 1995 - April 2006
Valley National Bank of Arizona 1988 - 1992
Education
University of Phoenix 1986 — 1988
MBA, Business
University of Arizona 1982 — 1985
BS, Psychology
Pepperdine University 1980 — 1981
science
Pepperdine University 1980 — 1981
Baseball
Sean Manders's Morgan Stanley Wealth Management Experience August 2007 - Present
Job Registered Associate
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2007 - Present
Skills
Series 7, Series 63, Microsoft Office, Customer Service, PowerPoint, Data Analysis, Uniform Combined State..., Microsoft Excel, Outlook, FINRA, Microsoft Word, Series 65, Access, Retirement Planning, IRAs, 401k Rollovers, 529 Plans, 401k, Bonds, Investments, Equities, Mutual Funds, Asset Allocation, Capital Markets, Separately Managed..., Investment Advisory, Municipal Bonds, Securities, Variable Annuities, Fixed Annuities, Retirement, Banking, Equity Research, Financial Analysis, Wealth Management, Asset Management
Education
Ohio University 2005 — 2008
Business Econmics, Economics
Morgan Stanley Wealth Management August 2007 - Present
Skills
Series 7, Series 63, Microsoft Office, Customer Service, PowerPoint, Data Analysis, Uniform Combined State..., Microsoft Excel, Outlook, FINRA, Microsoft Word, Series 65, Access, Retirement Planning, IRAs, 401k Rollovers, 529 Plans, 401k, Bonds, Investments, Equities, Mutual Funds, Asset Allocation, Capital Markets, Separately Managed..., Investment Advisory, Municipal Bonds, Securities, Variable Annuities, Fixed Annuities, Retirement, Banking, Equity Research, Financial Analysis, Wealth Management, Asset Management
Education
Ohio University 2005 — 2008
Business Econmics, Economics
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
Ananya Saxena's Morgan Stanley Wealth Management Experience January 2014 - Present
Job Manager Web Design and Online Training at Morgan Stanley
Industry Design
Experience
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Wealth Management November 2012 - Present
Morgan Stanley November 2010 - November 2012
Frolick.inc June 2009 - September 2009
Nielsen business media March 2009 - May 2009
Skills
Maya, Illustrator, After Effects, InDesign, Dreamweaver, ActionScript, HTML, CSS, XML, Microsoft Office, Presenter, Captivate, Premiere, Adobe Creative Suite, Interaction Design, Flash, Graphic Design, User Interface, User Interface Design, User Experience, Web Design, User-centered Design, User Experience Design, Wireframes, Photoshop, HTML 5, WordPress
Education
School of Visual Arts 2015 — 2015
Summer Course, Practice of Interaction Design
Parsons School of Design 2008 — 2010
Masters in Fine Arts, Design and Technology
ICG 2004 — 2008
Bachelors in Visual Arts, Design and Visual Communications, General
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Wealth Management November 2012 - Present
Morgan Stanley November 2010 - November 2012
Frolick.inc June 2009 - September 2009
Nielsen business media March 2009 - May 2009
Skills
Maya, Illustrator, After Effects, InDesign, Dreamweaver, ActionScript, HTML, CSS, XML, Microsoft Office, Presenter, Captivate, Premiere, Adobe Creative Suite, Interaction Design, Flash, Graphic Design, User Interface, User Interface Design, User Experience, Web Design, User-centered Design, User Experience Design, Wireframes, Photoshop, HTML 5, WordPress
Education
School of Visual Arts 2015 — 2015
Summer Course, Practice of Interaction Design
Parsons School of Design 2008 — 2010
Masters in Fine Arts, Design and Technology
ICG 2004 — 2008
Bachelors in Visual Arts, Design and Visual Communications, General
Ricky Ramchandani's Morgan Stanley Wealth Management Experience February 2014 - October 2014
Job Director at Morgan Stanley Legal and Compliance
Industry Capital Markets
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley Wealth Management February 2014 - October 2014
Standard & Poor's 2012 - January 2014
RudraTech January 2007 - November 2011
Skills
Software Project..., SQL, Requirements Analysis, Agile Methodologies, Microsoft SQL Server, CSS, Databases, MySQL, Web Applications, Change Management, Business Process, FX trading, Capital Markets, Equity Trading, Futures Trading, Trading Strategies, Legal Writing, Conflict Prevention, Dispute Resolution, Operating Budgets, Bank Reconciliation, Negotiation, Public Speaking, Business Analysis, Requirements Gathering, SDLC, Risk Management, Equities, Project Management
Education
State University of New York College at Oneonta 2007 — 2008
Osmania University 2002 — 2005
Bachelors in Commerce, Accounting and Finance
Saint Mary's Centenary Junior College 2000 — 2002
Post-Secondary Education in Capital Markets & Managerial Economics, Business/Managerial Economics
Gitanjali School
High School
Morgan Stanley January 2015 - Present
Morgan Stanley Wealth Management February 2014 - October 2014
Standard & Poor's 2012 - January 2014
RudraTech January 2007 - November 2011
Skills
Software Project..., SQL, Requirements Analysis, Agile Methodologies, Microsoft SQL Server, CSS, Databases, MySQL, Web Applications, Change Management, Business Process, FX trading, Capital Markets, Equity Trading, Futures Trading, Trading Strategies, Legal Writing, Conflict Prevention, Dispute Resolution, Operating Budgets, Bank Reconciliation, Negotiation, Public Speaking, Business Analysis, Requirements Gathering, SDLC, Risk Management, Equities, Project Management
Education
State University of New York College at Oneonta 2007 — 2008
Osmania University 2002 — 2005
Bachelors in Commerce, Accounting and Finance
Saint Mary's Centenary Junior College 2000 — 2002
Post-Secondary Education in Capital Markets & Managerial Economics, Business/Managerial Economics
Gitanjali School
High School
Robert J. Guilford's Morgan Stanley Wealth Management Experience February 2014 - November 2014
Job PNC
Industry Financial Services
Experience
PNC Financial Services November 2014 - Present
Morgan Stanley Wealth Management February 2014 - November 2014
US Navy January 2003 - October 2014
United States Army 111TH MI Bde November 2007 - February 2014
Nexstar Broadcasting October 2003 - December 2004
Western and Southern Life December 2001 - October 2003
Skills
Intelligence, National Security, PowerPoint, Training, Security Clearance, DoD, Military Operations, Intelligence Analysis, Military, Military Experience, Government, Navy, Counterterrorism, Tactics, Defense, Weapons, Homeland Security, Command, Army, Microsoft Excel, Physical Security, Special Operations, Force Protection, Operational Planning, Information Assurance, Top Secret, Military Training, Instructor-led Training, Microsoft Office, HUMINT
Education
Penn State University 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Penn State University 1994 — 2000
BA, Political Science
PNC Financial Services November 2014 - Present
Morgan Stanley Wealth Management February 2014 - November 2014
US Navy January 2003 - October 2014
United States Army 111TH MI Bde November 2007 - February 2014
Nexstar Broadcasting October 2003 - December 2004
Western and Southern Life December 2001 - October 2003
Skills
Intelligence, National Security, PowerPoint, Training, Security Clearance, DoD, Military Operations, Intelligence Analysis, Military, Military Experience, Government, Navy, Counterterrorism, Tactics, Defense, Weapons, Homeland Security, Command, Army, Microsoft Excel, Physical Security, Special Operations, Force Protection, Operational Planning, Information Assurance, Top Secret, Military Training, Instructor-led Training, Microsoft Office, HUMINT
Education
Penn State University 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Penn State University 1994 — 2000
BA, Political Science
Jason Traynor's Morgan Stanley Wealth Management Experience January 2007 - June 2007
Job IT Support Analyst at Cargill Risk Management
Industry Computer Software
Experience
Cargill Risk Management July 2015 - Present
Rimage Corporation May 2012 - June 2015
Geek Squad July 2011 - June 2012
Wells Fargo Advisors August 2010 - June 2011
J.P. Morgan July 2008 - July 2009
Morgan Stanley Wealth Management January 2007 - June 2007
Skills
Valuation, Financial Modeling, Equity Research, Corporate Finance, Investments, Portfolio Management, Financial Analysis, Networking, Databases, Web Services, SAP, Hardware Support, Software, Project Management, Finance, Leadership
Education
Northwestern University 2004 — 2008
Bachelor’s Degree, Economics
Cargill Risk Management July 2015 - Present
Rimage Corporation May 2012 - June 2015
Geek Squad July 2011 - June 2012
Wells Fargo Advisors August 2010 - June 2011
J.P. Morgan July 2008 - July 2009
Morgan Stanley Wealth Management January 2007 - June 2007
Skills
Valuation, Financial Modeling, Equity Research, Corporate Finance, Investments, Portfolio Management, Financial Analysis, Networking, Databases, Web Services, SAP, Hardware Support, Software, Project Management, Finance, Leadership
Education
Northwestern University 2004 — 2008
Bachelor’s Degree, Economics
Brian Holzer, CAIA's Morgan Stanley Wealth Management Experience July 2014 - Present
Job Vice President Morgan Stanley Wealth Management Alternative Investments
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2014 - Present
Morgan Stanley Wealth Management December 2009 - June 2014
Citi December 2006 - December 2009
Skills
Alternative Investments, Hedge Funds, Equities, Series 7, Series 63, Fund Of Funds, Private Equity, Series 24, Asset Allocation, Securities, Wealth Management
Education
Penn State University 2001 — 2005
BS, Finance
Morgan Stanley Wealth Management July 2014 - Present
Morgan Stanley Wealth Management December 2009 - June 2014
Citi December 2006 - December 2009
Skills
Alternative Investments, Hedge Funds, Equities, Series 7, Series 63, Fund Of Funds, Private Equity, Series 24, Asset Allocation, Securities, Wealth Management
Education
Penn State University 2001 — 2005
BS, Finance
Jack Licata's Morgan Stanley Wealth Management Experience September 2011 - March 2012
Job Financial Service Professional
Industry Financial Services
Experience
Mass Mutual-Buffalo July 2014 - Present
Morgan Stanley Wealth Management September 2011 - March 2012
Skills
Series 7, Customer Service, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Photoshop, Social Media, English
Education
Penn State University 2007 — 2011
Bachelor of Science (BS), Accounting and Finance
St. Francis High School, Athol Springs NY
Mass Mutual-Buffalo July 2014 - Present
Morgan Stanley Wealth Management September 2011 - March 2012
Skills
Series 7, Customer Service, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Photoshop, Social Media, English
Education
Penn State University 2007 — 2011
Bachelor of Science (BS), Accounting and Finance
St. Francis High School, Athol Springs NY
Srinath Vaddepalli's Morgan Stanley Wealth Management Experience March 2011 - Present
Job Informatica Lead at Morgan Stanley Wealth Management
Industry Information Technology and Services
Experience
Morgan Stanley Wealth Management March 2011 - Present
Bank of America September 2010 - March 2011
Barclays Capital October 2009 - September 2010
UBS Wealth Management January 2009 - October 2009
Credit Suisse May 2004 - December 2008
Tekmark Global Solutions 2001 - 2003
Education
Osmania University 1991 — 1995
BE, Civil
Osmania University 1991 — 1995
BE
Morgan Stanley Wealth Management March 2011 - Present
Bank of America September 2010 - March 2011
Barclays Capital October 2009 - September 2010
UBS Wealth Management January 2009 - October 2009
Credit Suisse May 2004 - December 2008
Tekmark Global Solutions 2001 - 2003
Education
Osmania University 1991 — 1995
BE, Civil
Osmania University 1991 — 1995
BE
Ronnie Spence's Morgan Stanley Wealth Management Experience May 2001 - December 2005
Job Financial Advisor at Cornerstone Investment Group
Industry Financial Services
Experience
Cornerstone Investment Group Financial AdvisorCornerstone Investment GroupJune 2009 - Present
Wachovia Securities Financial Network December 2005 - June 2009
Appalachian Paving & Aggregate 2006 - 2009
Morgan Stanley Wealth Management May 2001 - December 2005
Education
Pikeville College 1997 — 2001
Bachelor's degree, Accounting and Business/Management
Burch High School 1995 — 1997
High School Diploma, 12
Cornerstone Investment Group Financial AdvisorCornerstone Investment GroupJune 2009 - Present
Wachovia Securities Financial Network December 2005 - June 2009
Appalachian Paving & Aggregate 2006 - 2009
Morgan Stanley Wealth Management May 2001 - December 2005
Education
Pikeville College 1997 — 2001
Bachelor's degree, Accounting and Business/Management
Burch High School 1995 — 1997
High School Diploma, 12
Ron Boyles's Morgan Stanley Wealth Management Experience 2010 - Present
Job Senior Complex Service Manager, First Vice President
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2010 - Present
Smith Barney 2006 - 2010
RBC Dain Rauscher 2004 - 2006
Education
Oregon State University
Master of Business Administration (M.B.A.), Business Administration and Management, General
Oregon State University
Bachelor's degree, Kinesiology and Exercise Science
Morgan Stanley Wealth Management 2010 - Present
Smith Barney 2006 - 2010
RBC Dain Rauscher 2004 - 2006
Education
Oregon State University
Master of Business Administration (M.B.A.), Business Administration and Management, General
Oregon State University
Bachelor's degree, Kinesiology and Exercise Science
Lauren Maloney McKiernan's Morgan Stanley Wealth Management Experience August 2011 - Present
Job VP HR at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2011 - Present
Bank of America April 2008 - June 2011
Prudential Securities, Inc September 1990 - February 2004
Education
State University of New York College at Oneonta 1986 — 1990
Bachelor of Science (BS), Business/Managerial Economics
Pace University
Master of Business Administration (MBA), Financial Management
Morgan Stanley Wealth Management August 2011 - Present
Bank of America April 2008 - June 2011
Prudential Securities, Inc September 1990 - February 2004
Education
State University of New York College at Oneonta 1986 — 1990
Bachelor of Science (BS), Business/Managerial Economics
Pace University
Master of Business Administration (MBA), Financial Management
Ravi Gummadapu's Morgan Stanley Wealth Management Experience 2010 - Present
Job Lead Consultant Capgemini at Morgan Stanley Wealth Management
Industry Information Technology and Services
Experience
Morgan Stanley Wealth Management 2010 - Present
HSBC 2000 - 2010
Conrail & CSX 1997 - 2000
Skills
Business Analysis, JCL, Requirements Gathering, CICS, Software Project..., SDLC, Requirements Analysis, Mainframe, Management, DB2, VSAM, Microsoft SQL Server, Crystal Reports, Microsoft Office..., COBOL, Data Warehousing, Business Requirements, IBM Mainframe, Software Development, TSO, Visio
Education
Osmania University
Bachelor of Engineering
Morgan Stanley Wealth Management 2010 - Present
HSBC 2000 - 2010
Conrail & CSX 1997 - 2000
Skills
Business Analysis, JCL, Requirements Gathering, CICS, Software Project..., SDLC, Requirements Analysis, Mainframe, Management, DB2, VSAM, Microsoft SQL Server, Crystal Reports, Microsoft Office..., COBOL, Data Warehousing, Business Requirements, IBM Mainframe, Software Development, TSO, Visio
Education
Osmania University
Bachelor of Engineering
Scott Borzner's Morgan Stanley Wealth Management Experience April 2014 - Present
Job Senior Project Manager with Morgan Stanley Lab Services
Industry Information Technology and Services
Experience
Morgan Stanley Wealth Management April 2014 - Present
JPMorgan Chase May 2013 - November 2013
CSC 2009 - 2012
EDS, an HP company 1997 - 2009
NatWest Markets October 1992 - December 1997
DTCC September 1982 - October 1992
Penske Truck Leasing October 1981 - October 1983
Skills
IT Outsourcing, SDLC, Cloud Computing, Outsourcing, Integration, Process Improvement
Education
Ohio Wesleyan University 1977 — 1981
BA, Accounting, Economic
Morgan Stanley Wealth Management April 2014 - Present
JPMorgan Chase May 2013 - November 2013
CSC 2009 - 2012
EDS, an HP company 1997 - 2009
NatWest Markets October 1992 - December 1997
DTCC September 1982 - October 1992
Penske Truck Leasing October 1981 - October 1983
Skills
IT Outsourcing, SDLC, Cloud Computing, Outsourcing, Integration, Process Improvement
Education
Ohio Wesleyan University 1977 — 1981
BA, Accounting, Economic
Kevin Ou's Morgan Stanley Wealth Management Experience July 2015 - Present
Job Vice President, Portfolio Manager, The Peninsula Group, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2015 - Present
UBS December 2008 - July 2015
Morgan Stanley Wealth Management 2007 - 2008
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (MBA)
University of California, Los Angeles
Bachelor of Science (B.S.)
Morgan Stanley Wealth Management July 2015 - Present
UBS December 2008 - July 2015
Morgan Stanley Wealth Management 2007 - 2008
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (MBA)
University of California, Los Angeles
Bachelor of Science (B.S.)
John Cielazewicz's Morgan Stanley Wealth Management Experience April 2007 - June 2010
Job Managing Principal at Linium
Industry Financial Services
Experience
Linium, Strategic Operations Solutions (SOS) April 2011 - Present
Morgan Stanley Wealth Management April 2007 - June 2010
AIG November 1998 - April 2007
Merrill Lynch 1989 - 1998
Skills
Change Management, Project Management, Insurance, Team Building, Risk Management, Call Center, Talent Management, Strategic Planning, Process Improvement, Mergers, Vendor Management, Talent Acquisition, Due Diligence, Executive Management, Team Leadership, Program Management, Outsourcing, Business Strategy, Business Analysis, Operations Management, Project Portfolio..., Process Engineering, Financial Services, IT Strategy, Management, Management Consulting, Negotiation, Business Process..., Governance, Performance Management, Mergers & Acquisitions, CRM, Strategy, Call Centers
Education
Pace University 1979 — 1983
Bachelor of Business Administration (BBA), Accounting and Finance
Linium, Strategic Operations Solutions (SOS) April 2011 - Present
Morgan Stanley Wealth Management April 2007 - June 2010
AIG November 1998 - April 2007
Merrill Lynch 1989 - 1998
Skills
Change Management, Project Management, Insurance, Team Building, Risk Management, Call Center, Talent Management, Strategic Planning, Process Improvement, Mergers, Vendor Management, Talent Acquisition, Due Diligence, Executive Management, Team Leadership, Program Management, Outsourcing, Business Strategy, Business Analysis, Operations Management, Project Portfolio..., Process Engineering, Financial Services, IT Strategy, Management, Management Consulting, Negotiation, Business Process..., Governance, Performance Management, Mergers & Acquisitions, CRM, Strategy, Call Centers
Education
Pace University 1979 — 1983
Bachelor of Business Administration (BBA), Accounting and Finance
Angelique (Gilkin) Orbach's Morgan Stanley Wealth Management Experience July 2012 - June 2015
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley Wealth Management July 2012 - June 2015
Crystal Castle Publishing September 2009 - 2015
UBS Wealth Management April 2005 - July 2012
Skills
Publishing, Social Media, Public Relations, Social Media Marketing, Editing, Public Speaking, Marketing Communications, Leadership, Microsoft Excel, Microsoft Word, Microsoft Office, Creative Writing, Investments
Education
Penn State University 1989 — 1993
Bachelor of Arts (BA), Speech Communication and Rhetoric
Upper Darby High
Morgan Stanley June 2015 - Present
Morgan Stanley Wealth Management July 2012 - June 2015
Crystal Castle Publishing September 2009 - 2015
UBS Wealth Management April 2005 - July 2012
Skills
Publishing, Social Media, Public Relations, Social Media Marketing, Editing, Public Speaking, Marketing Communications, Leadership, Microsoft Excel, Microsoft Word, Microsoft Office, Creative Writing, Investments
Education
Penn State University 1989 — 1993
Bachelor of Arts (BA), Speech Communication and Rhetoric
Upper Darby High
Billy Stockum's Morgan Stanley Wealth Management Experience July 2013 - September 2014
Job CLT Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2015 - Present
Delaware County Bank September 2014 - May 2015
Morgan Stanley Wealth Management July 2013 - September 2014
Morgan Stanley February 2013 - July 2013
Bank of America August 2012 - November 2012
One Write Company November 2007 - January 2012
WesBanco June 2011 - September 2011
Lancaster Parks and Recreation May 2006 - August 2009
Skills
Word, Excel, Customer Service, PowerPoint, Microsoft Word, securities based lending, Microsoft Excel, Finance, Software Documentation, Teamwork, Analysis, Call Centers, Management, Banking, Loans, Microsoft Office, Credit, Financial Analysis
Education
Ohio University 2007 — 2012
Bachelor of Specialized Studies, Finance & Economics
Fairfield Union 2003 — 2007
J.P. Morgan May 2015 - Present
Delaware County Bank September 2014 - May 2015
Morgan Stanley Wealth Management July 2013 - September 2014
Morgan Stanley February 2013 - July 2013
Bank of America August 2012 - November 2012
One Write Company November 2007 - January 2012
WesBanco June 2011 - September 2011
Lancaster Parks and Recreation May 2006 - August 2009
Skills
Word, Excel, Customer Service, PowerPoint, Microsoft Word, securities based lending, Microsoft Excel, Finance, Software Documentation, Teamwork, Analysis, Call Centers, Management, Banking, Loans, Microsoft Office, Credit, Financial Analysis
Education
Ohio University 2007 — 2012
Bachelor of Specialized Studies, Finance & Economics
Fairfield Union 2003 — 2007
Raphael Green's Morgan Stanley Wealth Management Experience January 2011 - March 2012
Job Assistant Project Manager at Kane Ventures
Industry Real Estate
Experience
Kane Ventures January 2013 - Present
Israel Quant Group August 2012 - December 2012
Pediatric Healthcare of Long Island September 2005 - April 2012
Morgan Stanley Wealth Management January 2011 - March 2012
Elmhurst Memorial Hospital June 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, QuickBooks
Education
NYU School of Professional Studies 2013 — 2014
Certificate, Real Estate Development
Queens College of the City University of New York
Bachelor of Business Administration (BBA), Finance, 3.43
Kane Ventures January 2013 - Present
Israel Quant Group August 2012 - December 2012
Pediatric Healthcare of Long Island September 2005 - April 2012
Morgan Stanley Wealth Management January 2011 - March 2012
Elmhurst Memorial Hospital June 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, QuickBooks
Education
NYU School of Professional Studies 2013 — 2014
Certificate, Real Estate Development
Queens College of the City University of New York
Bachelor of Business Administration (BBA), Finance, 3.43
Kimberly Schweitzer's Morgan Stanley Wealth Management Experience January 2013 - Present
Job Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2013 - Present
Skills
Investments, Series 7, Financial Analysis, Mutual Funds, Risk Management, Financial Risk, Banking, Securities, AML, Operational Risk, Auditing, Process Improvement, Internal Audit, Operational Risk..., Insurance, Series 8
Education
Nova Southeastern University 1992 — 1996
Morgan Stanley Wealth Management January 2013 - Present
Skills
Investments, Series 7, Financial Analysis, Mutual Funds, Risk Management, Financial Risk, Banking, Securities, AML, Operational Risk, Auditing, Process Improvement, Internal Audit, Operational Risk..., Insurance, Series 8
Education
Nova Southeastern University 1992 — 1996
Bruce Brochhagen's Morgan Stanley Wealth Management Experience May 2005 - November 2011
Job Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
MetLife Investors December 2011 - October 2014
Morgan Stanley Wealth Management May 2005 - November 2011
PNC Investments May 1995 - May 2005
Skills
Insurance, Investments, brokerage licenses ..., Client Relationship..., Business Development, Team coaching and..., Alternative Investments, 3rd Party Money Managers
Education
Pace University 1982 — 1984
Bachelor of Business Administration (BBA), Marketing
West Chester University of Pennsylvania 1980 — 1982
Merrill Lynch October 2014 - Present
MetLife Investors December 2011 - October 2014
Morgan Stanley Wealth Management May 2005 - November 2011
PNC Investments May 1995 - May 2005
Skills
Insurance, Investments, brokerage licenses ..., Client Relationship..., Business Development, Team coaching and..., Alternative Investments, 3rd Party Money Managers
Education
Pace University 1982 — 1984
Bachelor of Business Administration (BBA), Marketing
West Chester University of Pennsylvania 1980 — 1982
Steven Lippincott's Morgan Stanley Wealth Management Experience 2008 - Present
Job Senior Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2008 - Present
Merrill Lynch 1995 - 2008
Education
University of Portland 1981 — 1983
Master of Business Administration (MBA), Finance
University of Portland 1980 — 1982
Master of Science (MS), Mechanical Engineering
Oregon State University 1968 — 1972
Bachelor of Science (BS), Nuclear Engineering
Morgan Stanley Wealth Management 2008 - Present
Merrill Lynch 1995 - 2008
Education
University of Portland 1981 — 1983
Master of Business Administration (MBA), Finance
University of Portland 1980 — 1982
Master of Science (MS), Mechanical Engineering
Oregon State University 1968 — 1972
Bachelor of Science (BS), Nuclear Engineering
Joshua Chun's Morgan Stanley Wealth Management Experience August 2010 - Present
Job Professional Analyst at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2010 - Present
Wells Fargo August 2009 - August 2010
PNC September 2008 - June 2009
Education
Pennsylvania State University-Penn State Abington
Morgan Stanley Wealth Management August 2010 - Present
Wells Fargo August 2009 - August 2010
PNC September 2008 - June 2009
Education
Pennsylvania State University-Penn State Abington
Davica Walker's Morgan Stanley Wealth Management Experience December 2001 - October 2013
Job Branch Office Administrator at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management October 2013 - Present
Morgan Stanley Wealth Management December 2001 - October 2013
Education
Park University
Bachelor of Arts (BA), Communication Arts Theory and Human Relations
UBS Wealth Management October 2013 - Present
Morgan Stanley Wealth Management December 2001 - October 2013
Education
Park University
Bachelor of Arts (BA), Communication Arts Theory and Human Relations
Meredith Wren's Morgan Stanley Wealth Management Experience June 2008 - August 2008
Job JDMBA Candidate at Northwestern University School of Law
Industry
Experience
Debevoise & Plimpton May 2014 - August 2014
Barclays July 2010 - July 2012
US Congress June 2009 - July 2009
Morgan Stanley Wealth Management June 2008 - August 2008
Mesirow Financial June 2007 - August 2007
Skills
Financial Modeling, Private Equity, Valuation, Due Diligence, Legal Research, Strategy, Mergers & Acquisitions, Financial Analysis, Analysis, Business Strategy
Education
Kellogg School of Management 2012 — 2015
Master of Business Administration (MBA)
Northwestern University School of Law 2012 — 2015
Doctor of Law (JD)
Princeton University 2006 — 2010
Bachelor of Arts (B.A.)
Debevoise & Plimpton May 2014 - August 2014
Barclays July 2010 - July 2012
US Congress June 2009 - July 2009
Morgan Stanley Wealth Management June 2008 - August 2008
Mesirow Financial June 2007 - August 2007
Skills
Financial Modeling, Private Equity, Valuation, Due Diligence, Legal Research, Strategy, Mergers & Acquisitions, Financial Analysis, Analysis, Business Strategy
Education
Kellogg School of Management 2012 — 2015
Master of Business Administration (MBA)
Northwestern University School of Law 2012 — 2015
Doctor of Law (JD)
Princeton University 2006 — 2010
Bachelor of Arts (B.A.)
Abhi Bodapunti's Morgan Stanley Wealth Management Experience January 2011 - July 2013
Job Senior QA Analyst Bank of America
Industry Financial Services
Experience
Bank of America July 2013 - Present
Morgan Stanley Wealth Management January 2011 - July 2013
Standard & Poor's December 2008 - December 2010
Ernst & Young November 2007 - November 2008
Hallmark Global Technologies May 2007 - November 2007
Skills
QA Engineering, SQL, Agile Testing, Testing, Quality Assurance, Unix, Agile Methodologies, ETL, Quality Center, SDLC, Management, Requirements Analysis, Business Analysis, HP Quality Center
Education
University of Missouri 2005 — 2007
Master of Science (MS), Computer Science
Osmania University 2001 — 2005
Bachelor of Engineering (BE), Computer Science
Bank of America July 2013 - Present
Morgan Stanley Wealth Management January 2011 - July 2013
Standard & Poor's December 2008 - December 2010
Ernst & Young November 2007 - November 2008
Hallmark Global Technologies May 2007 - November 2007
Skills
QA Engineering, SQL, Agile Testing, Testing, Quality Assurance, Unix, Agile Methodologies, ETL, Quality Center, SDLC, Management, Requirements Analysis, Business Analysis, HP Quality Center
Education
University of Missouri 2005 — 2007
Master of Science (MS), Computer Science
Osmania University 2001 — 2005
Bachelor of Engineering (BE), Computer Science
Brice Skaug's Morgan Stanley Wealth Management Experience December 2012 - August 2013
Job Onsite Technical Support Representative for eBay Enterprise
Industry Information Technology and Services
Experience
eBay Enterprise September 2014 - Present
Morgan Stanley Wealth Management December 2012 - August 2013
Unisys July 2008 - December 2011
Skills
Windows, Microsoft Office, Troubleshooting, Active Directory, Networking
Education
Patrick Henry Community College 2014 — 2015
HVAC/R Certification, Heating, Air Conditioning, Ventilation and Refrigeration Maintenance Technology/Technician (HAC, HAC
eBay Enterprise September 2014 - Present
Morgan Stanley Wealth Management December 2012 - August 2013
Unisys July 2008 - December 2011
Skills
Windows, Microsoft Office, Troubleshooting, Active Directory, Networking
Education
Patrick Henry Community College 2014 — 2015
HVAC/R Certification, Heating, Air Conditioning, Ventilation and Refrigeration Maintenance Technology/Technician (HAC, HAC
Francine Stephens's Morgan Stanley Wealth Management Experience October 2010 - Present
Job Consultant/Administration at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2010 - Present
Nokia Sieman's June 2005 - March 2008
Safeguard July 1999 - November 2004
Education
Whitman 1956 — 1968
Pittsburgh Technical Institute
Morgan Stanley Wealth Management October 2010 - Present
Nokia Sieman's June 2005 - March 2008
Safeguard July 1999 - November 2004
Education
Whitman 1956 — 1968
Pittsburgh Technical Institute
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.