Morgan Stanley Wealth Management
Industry: Financial services company
DescriptionMorgan Stanley Wealth Management is an American multinational financial services corporation specializing in retail brokerage. It is the wealth & asset management division of Morgan Stanley. Customer service: 00 1 801-617-9150 Assets under management: 2.05 trillion USD (2014) CEO: James P. Gorman (Jan 2012–) Headquarters: Purchase, Harrison, New York, United States Parent organization: Morgan Stanley Domestic Holdings Inc Founders: Charles D. Barney, Edward B. Smith
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Morgan Stanley Wealth Management Employees
Employee
Years
Job
Industry
Sarah Asmus Sarah Asmus's Morgan Stanley Wealth Management Experience August 2012 - December 2012
Job Merchant Analyst at Best Buy
Industry Marketing and Advertising
Experience
Best Buy May 2014 - Present
Morgan Stanley Wealth Management August 2012 - December 2012
Oak Glen Golf Course April 2010 - September 2012
Champs Sports April 2009 - October 2009
French Meadow Bakery (State Fair) August 2009 - September 2009
Skills
Facebook, Sales, Customer Service, PowerPoint, Team Leadership, Teamwork, Virtual Teams, Microsoft Office, Event Planning, Marketing, Social Media, Leadership Development, Market Research
Education
University of Minnesota - Carlson School of Management 2010 — 2014
Bachelor of Science in Business, Marketing Major and Leadership Minor
Queensland University of Technology
Human Resources Management and Services
Best Buy May 2014 - Present
Morgan Stanley Wealth Management August 2012 - December 2012
Oak Glen Golf Course April 2010 - September 2012
Champs Sports April 2009 - October 2009
French Meadow Bakery (State Fair) August 2009 - September 2009
Skills
Facebook, Sales, Customer Service, PowerPoint, Team Leadership, Teamwork, Virtual Teams, Microsoft Office, Event Planning, Marketing, Social Media, Leadership Development, Market Research
Education
University of Minnesota - Carlson School of Management 2010 — 2014
Bachelor of Science in Business, Marketing Major and Leadership Minor
Queensland University of Technology
Human Resources Management and Services
Irfan Mussa Irfan Mussa's Morgan Stanley Wealth Management Experience August 2011 - August 2012
Job Accountant/ Financial Services Professional
Industry Financial Services
Experience
SaxBST January 2014 - June 2015
Morgan Stanley Wealth Management August 2011 - August 2012
Garden State Securities May 2010 - July 2011
John Thomas Financial January 2009 - May 2010
Skills
Risk Management, Alternative Investments, Series 63, Financial Modeling, Equities, Finance, Valuation, Financial Analysis, Fixed Income, Hedge Funds, Investments, Banking, Presentations, Corporate Finance, Wealth Management, Bloomberg
Education
Rutgers University 2013 — 2015
Master's degree, Financial Accounting, 3.5
Rutgers, The State University of New Jersey-Newark 2005 — 2010
Bachelor of Science, Accounting
Clifton High School
SaxBST January 2014 - June 2015
Morgan Stanley Wealth Management August 2011 - August 2012
Garden State Securities May 2010 - July 2011
John Thomas Financial January 2009 - May 2010
Skills
Risk Management, Alternative Investments, Series 63, Financial Modeling, Equities, Finance, Valuation, Financial Analysis, Fixed Income, Hedge Funds, Investments, Banking, Presentations, Corporate Finance, Wealth Management, Bloomberg
Education
Rutgers University 2013 — 2015
Master's degree, Financial Accounting, 3.5
Rutgers, The State University of New Jersey-Newark 2005 — 2010
Bachelor of Science, Accounting
Clifton High School
Andrei Senyuk Andrei Senyuk's Morgan Stanley Wealth Management Experience February 2014 - June 2014
Job Index Analyst at SNetwork Global Indexes and ESG Solutions
Industry Investment Management
Experience
S-Network Global Indexes and ESG Solutions January 2015 - Present
S-Network Global Indexes and ESG Solutions June 2014 - December 2014
J. E. Berkowitz, LP June 2014 - December 2014
Morgan Stanley Wealth Management February 2014 - June 2014
Merrill Lynch June 2013 - August 2013
Clearwire July 2012 - August 2013
NexLevel Associates, Inc. May 2011 - October 2011
Clear At UPenn March 2010 - December 2010
Skills
Sales, Leadership, Sales Management, Retail, Sales Operations, Business Development, Microsoft Office, Account Management, Merchandising, Store Management, Portfolio Management, Financial Analysis, Customer Satisfaction, Market Research, Accounting, Budgets, E-commerce, Database Design, SQL
Education
Rutgers, The State University of New Jersey-Camden
B.S., Double Major in Finance & Management Information Systems, 3.74/4.0
S-Network Global Indexes and ESG Solutions January 2015 - Present
S-Network Global Indexes and ESG Solutions June 2014 - December 2014
J. E. Berkowitz, LP June 2014 - December 2014
Morgan Stanley Wealth Management February 2014 - June 2014
Merrill Lynch June 2013 - August 2013
Clearwire July 2012 - August 2013
NexLevel Associates, Inc. May 2011 - October 2011
Clear At UPenn March 2010 - December 2010
Skills
Sales, Leadership, Sales Management, Retail, Sales Operations, Business Development, Microsoft Office, Account Management, Merchandising, Store Management, Portfolio Management, Financial Analysis, Customer Satisfaction, Market Research, Accounting, Budgets, E-commerce, Database Design, SQL
Education
Rutgers, The State University of New Jersey-Camden
B.S., Double Major in Finance & Management Information Systems, 3.74/4.0
Bryan Basara Bryan Basara's Morgan Stanley Wealth Management Experience January 2010 - Present
Job Retirement Planning and Investments
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2010 - Present
Wells Fargo Advisors January 2009 - January 2010
Skills
Retirement, Series 7
Education
Rowan University 1998 — 2001
Bachelor's degree
Morgan Stanley Wealth Management January 2010 - Present
Wells Fargo Advisors January 2009 - January 2010
Skills
Retirement, Series 7
Education
Rowan University 1998 — 2001
Bachelor's degree
Peter H. Riskind Peter H. Riskind's Morgan Stanley Wealth Management Experience April 2010 - October 2012
Job Financial Advisor at The Lerner Group
Industry Financial Services
Experience
HighTower- The Lerner Group August 2015 - Present
New Vernon Wealth Management October 2012 - August 2015
Morgan Stanley Wealth Management April 2010 - October 2012
RR Public Relations, Inc. December 2003 - March 2010
Lehman Brothers July 1999 - December 2003
Northern Trust January 1998 - July 1999
Skills
Series 7, Retirement Planning, Uniform Combined State..., Wealth Management, 401k Rollovers, Series 65, Asset Allocation, Series 63, Investment Advisory, Retirement, Mutual Funds, Saving for Education, Strategic Financial..., Investment Strategies, Investments, Financial Planning, Alternative Investments, Hedge Funds, Marketing, Portfolio Management
Education
Loyola University of Chicago - Graduate School of Business 1997 — 1999
Master of Business Administration (MBA), International Business & Marketing
Syracuse University 1986 — 1990
Bachelor of Arts (BA), International Relations and Affairs
HighTower- The Lerner Group August 2015 - Present
New Vernon Wealth Management October 2012 - August 2015
Morgan Stanley Wealth Management April 2010 - October 2012
RR Public Relations, Inc. December 2003 - March 2010
Lehman Brothers July 1999 - December 2003
Northern Trust January 1998 - July 1999
Skills
Series 7, Retirement Planning, Uniform Combined State..., Wealth Management, 401k Rollovers, Series 65, Asset Allocation, Series 63, Investment Advisory, Retirement, Mutual Funds, Saving for Education, Strategic Financial..., Investment Strategies, Investments, Financial Planning, Alternative Investments, Hedge Funds, Marketing, Portfolio Management
Education
Loyola University of Chicago - Graduate School of Business 1997 — 1999
Master of Business Administration (MBA), International Business & Marketing
Syracuse University 1986 — 1990
Bachelor of Arts (BA), International Relations and Affairs
Andrew Lohse Andrew Lohse's Morgan Stanley Wealth Management Experience May 2012 - January 2013
Job Student at Rockhurst University
Industry Accounting
Experience
Indigo Wild October 2013 - Present
Mission Hills Country Club May 2012 - January 2014
Morgan Stanley Wealth Management May 2012 - January 2013
Skills
Financial Analysis, Accounting, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Time Management, Leadership, Access, QuickBooks, Accounts Payable, Financial Statements, Account Reconciliation, Payroll, Accounts Receivable
Education
Rockhurst University 2011 — 2014
Accounting, Jr.
Indigo Wild October 2013 - Present
Mission Hills Country Club May 2012 - January 2014
Morgan Stanley Wealth Management May 2012 - January 2013
Skills
Financial Analysis, Accounting, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Time Management, Leadership, Access, QuickBooks, Accounts Payable, Financial Statements, Account Reconciliation, Payroll, Accounts Receivable
Education
Rockhurst University 2011 — 2014
Accounting, Jr.
Serena Lo Serena Lo's Morgan Stanley Wealth Management Experience September 2013 - December 2013
Job Relationship Manager, Smartbiz
Industry Financial Services
Experience
Better Finance, Inc. April 2015 - Present
Financial Technology Partners July 2014 - March 2015
Engage3 March 2014 - June 2014
Morgan Stanley Wealth Management September 2013 - December 2013
Skills
PowerPoint, Microsoft Word, Customer Service, Teamwork, English, Research, Sales, Project Planning, Recruiting, Accounting, Economics, Finance, Business Planning, Proposal Writing, Training, Data Analysis, Public Speaking
Education
University of California, Davis 2012 — 2014
Bachelor of Arts (BA), Economics
Rio Hondo College 2010 — 2012
Associate of Science (A.S.) General Studies with an Emphasis on Math and Science, Associate of Arts (A.A.) General Studies with an Emphasis on Social Science
Better Finance, Inc. April 2015 - Present
Financial Technology Partners July 2014 - March 2015
Engage3 March 2014 - June 2014
Morgan Stanley Wealth Management September 2013 - December 2013
Skills
PowerPoint, Microsoft Word, Customer Service, Teamwork, English, Research, Sales, Project Planning, Recruiting, Accounting, Economics, Finance, Business Planning, Proposal Writing, Training, Data Analysis, Public Speaking
Education
University of California, Davis 2012 — 2014
Bachelor of Arts (BA), Economics
Rio Hondo College 2010 — 2012
Associate of Science (A.S.) General Studies with an Emphasis on Math and Science, Associate of Arts (A.A.) General Studies with an Emphasis on Social Science
David Saitzyk David Saitzyk's Morgan Stanley Wealth Management Experience 2012 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2012 - 2013
Acura of Ramsey May 2008 - March 2011
Skills
Retirement Planning, Wealth Management, Mutual Funds, Investments, Strategic Financial..., Equities, Securities, Portfolio Management, Asset Allocation, Retirement, Fixed Income, Investment Advisory, Alternative Investments, Fixed Annuities, Asset Management, Financial Analysis, Investment Strategies
Education
Ramapo College of New Jersey 1996 — 1998
Financial Planning and Services
Morgan Stanley Wealth Management 2012 - 2013
Acura of Ramsey May 2008 - March 2011
Skills
Retirement Planning, Wealth Management, Mutual Funds, Investments, Strategic Financial..., Equities, Securities, Portfolio Management, Asset Allocation, Retirement, Fixed Income, Investment Advisory, Alternative Investments, Fixed Annuities, Asset Management, Financial Analysis, Investment Strategies
Education
Ramapo College of New Jersey 1996 — 1998
Financial Planning and Services
Sarah Deneault Sarah Deneault's Morgan Stanley Wealth Management Experience May 2014 - August 2014
Job Human Resources Intern at FM Global
Industry Human Resources
Experience
FM Global August 2015 - Present
Roger Williams University August 2014 - Present
Morgan Stanley June 2015 - August 2015
Roger Williams University September 2012 - May 2015
Morgan Stanley Wealth Management May 2014 - August 2014
Morgan Stanley Wealth Management June 2013 - August 2013
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Project Management, PowerPoint, Photoshop, Illustrator, AutoCAD, Research, Event Planning
Education
Roger Williams University 2012 — 2016
Business Management, Junior
Northbridge High School 2009 — 2012
diploma
FM Global August 2015 - Present
Roger Williams University August 2014 - Present
Morgan Stanley June 2015 - August 2015
Roger Williams University September 2012 - May 2015
Morgan Stanley Wealth Management May 2014 - August 2014
Morgan Stanley Wealth Management June 2013 - August 2013
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Project Management, PowerPoint, Photoshop, Illustrator, AutoCAD, Research, Event Planning
Education
Roger Williams University 2012 — 2016
Business Management, Junior
Northbridge High School 2009 — 2012
diploma
Travis McNamara Travis McNamara's Morgan Stanley Wealth Management Experience July 2013 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2013 - Present
Changing Our World, Inc. June 2012 - July 2013
kasina June 2011 - August 2011
Princeton University June 2010 - June 2011
Witter Asset Management June 2010 - August 2010
Skills
Client Development, Client Co-ordination, Client Relations Skills, Project Management, Event Management, Operations Management, Financial Analysis, Research, Market Research, Financial Modeling
Education
Princeton University 2008 — 2012
BA, History, American Studies
Morgan Stanley Wealth Management July 2013 - Present
Changing Our World, Inc. June 2012 - July 2013
kasina June 2011 - August 2011
Princeton University June 2010 - June 2011
Witter Asset Management June 2010 - August 2010
Skills
Client Development, Client Co-ordination, Client Relations Skills, Project Management, Event Management, Operations Management, Financial Analysis, Research, Market Research, Financial Modeling
Education
Princeton University 2008 — 2012
BA, History, American Studies
Nermene Simaika Nermene Simaika's Morgan Stanley Wealth Management Experience July 2011 - Present
Job Senior Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2011 - Present
RBC Wealth Management November 2010 - July 2011
Skills
Series 7, Equities, Investments, Fixed Income, Trading, Series 63, Bloomberg
Education
Rutgers University-New Brunswick
Bachelor of Arts (B.A.), English Language and Literature, General
Morgan Stanley Wealth Management July 2011 - Present
RBC Wealth Management November 2010 - July 2011
Skills
Series 7, Equities, Investments, Fixed Income, Trading, Series 63, Bloomberg
Education
Rutgers University-New Brunswick
Bachelor of Arts (B.A.), English Language and Literature, General
Christopher J. Bryan Christopher J. Bryan's Morgan Stanley Wealth Management Experience September 2007 - April 2014
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2014 - Present
Morgan Stanley Wealth Management September 2007 - April 2014
Capmark Finance Inc September 2003 - September 2007
GMAC Commercial Mortgage September 2001 - August 2003
Comcast July 1997 - August 2001
PHH Mortgage (formerly Cendant Mortgage) 1996 - 1997
CoreStates 1994 - 1996
Skills
401k, 401(k) Rollovers, Asset Allocation, Business-Owner Planning, Business-Succession..., Concentrated Stock..., Deferred Compensation..., Equities, Estate Investment..., Finance, Financial Advisory, Financial Analysis, Financial Reporting, Financial Risk, Financial Services, Fixed-Income Strategies, Insurance, Investments, Investment Planning, Investment Strategies, Relationship Management, Retirement, Retirement-Plan..., Retirement Planning, Risk Management, Securities, Annuities, Mutual Funds, Exchange Traded Funds..., Bonds, Stock Analysis, Strategic Planning, Strategy, Tax–Efficient Strategies, Wealth-Preservation...
Education
Rutgers University – Camden 1992 — 1996
B.S.
Wells Fargo Advisors, LLC May 2014 - Present
Morgan Stanley Wealth Management September 2007 - April 2014
Capmark Finance Inc September 2003 - September 2007
GMAC Commercial Mortgage September 2001 - August 2003
Comcast July 1997 - August 2001
PHH Mortgage (formerly Cendant Mortgage) 1996 - 1997
CoreStates 1994 - 1996
Skills
401k, 401(k) Rollovers, Asset Allocation, Business-Owner Planning, Business-Succession..., Concentrated Stock..., Deferred Compensation..., Equities, Estate Investment..., Finance, Financial Advisory, Financial Analysis, Financial Reporting, Financial Risk, Financial Services, Fixed-Income Strategies, Insurance, Investments, Investment Planning, Investment Strategies, Relationship Management, Retirement, Retirement-Plan..., Retirement Planning, Risk Management, Securities, Annuities, Mutual Funds, Exchange Traded Funds..., Bonds, Stock Analysis, Strategic Planning, Strategy, Tax–Efficient Strategies, Wealth-Preservation...
Education
Rutgers University – Camden 1992 — 1996
B.S.
Cody Dunifon's Morgan Stanley Wealth Management Experience May 2013 - December 2013
Job Business Development Associate
Industry Financial Services
Experience
Midland IRA February 2014 - Present
Midland IRA January 2015 - May 2015
Morgan Stanley Wealth Management May 2013 - December 2013
Fifth Third Bank August 2013 - September 2013
Purdue University August 2009 - April 2013
Vision Financial Services May 2010 - August 2010
Skills
Teamwork, Sales, Customer Service, Public Speaking, Networking, Business Development, Marketing, Management, Portfolio Management, Coaching, Leadership, Social Networking, Finance, Investments, Event Planning, Research
Education
Purdue University 2009 — 2013
Bachelor of Science (B.S.), Financial Planning and Services
La Lumiere High School 2005 — 2009
Midland IRA February 2014 - Present
Midland IRA January 2015 - May 2015
Morgan Stanley Wealth Management May 2013 - December 2013
Fifth Third Bank August 2013 - September 2013
Purdue University August 2009 - April 2013
Vision Financial Services May 2010 - August 2010
Skills
Teamwork, Sales, Customer Service, Public Speaking, Networking, Business Development, Marketing, Management, Portfolio Management, Coaching, Leadership, Social Networking, Finance, Investments, Event Planning, Research
Education
Purdue University 2009 — 2013
Bachelor of Science (B.S.), Financial Planning and Services
La Lumiere High School 2005 — 2009
Sari A. Orloff Sari A. Orloff's Morgan Stanley Wealth Management Experience January 2013 - Present
Job Registered Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2013 - Present
UBS June 1999 - January 2013
Walt Disney World May 1997 - August 1997
Skills
Series 7, Series 63, Series 65
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1999
Bachelor of Arts (B.A.), English
Marlboro High School
Morgan Stanley Wealth Management January 2013 - Present
UBS June 1999 - January 2013
Walt Disney World May 1997 - August 1997
Skills
Series 7, Series 63, Series 65
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1999
Bachelor of Arts (B.A.), English
Marlboro High School
Daniel Breen Daniel Breen's Morgan Stanley Wealth Management Experience January 2014 - August 2015
Job Registered CSA at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management August 2015 - Present
Morgan Stanley Wealth Management January 2014 - August 2015
Bagels and Beyond June 2006 - June 2013
Signet Investment Advisory Group January 2013 - May 2013
Northwestern Mutual June 2012 - July 2012
Pondfield Trip Service September 2008 - September 2011
Skills
Accounting, CRM
Education
Providence College 2009 — 2013
Marketing, Finance, Senior
Fordham Preparatory School: Class of 2009
Morgan Stanley Private Wealth Management August 2015 - Present
Morgan Stanley Wealth Management January 2014 - August 2015
Bagels and Beyond June 2006 - June 2013
Signet Investment Advisory Group January 2013 - May 2013
Northwestern Mutual June 2012 - July 2012
Pondfield Trip Service September 2008 - September 2011
Skills
Accounting, CRM
Education
Providence College 2009 — 2013
Marketing, Finance, Senior
Fordham Preparatory School: Class of 2009
Kaci Twist Kaci Twist's Morgan Stanley Wealth Management Experience August 2012 - August 2014
Job Private Wealth Management at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group February 2015 - Present
The Rohatyn Group August 2014 - February 2015
Morgan Stanley Wealth Management August 2012 - August 2014
Morgan Stanley Smith Barney May 2011 - August 2012
Morgan Stanley Smith Barney February 2010 - May 2011
Citigroup Smith Barney June 2007 - February 2010
Citigroup Smith Barney July 2005 - June 2007
Skills
Alternative Investments, Asset Management, Hedge Funds, Investments, Investor Relations, Private Equity, Wealth Management
Education
Rowan University
Bachelor of Science (B.S.), Finance, General
The Blackstone Group February 2015 - Present
The Rohatyn Group August 2014 - February 2015
Morgan Stanley Wealth Management August 2012 - August 2014
Morgan Stanley Smith Barney May 2011 - August 2012
Morgan Stanley Smith Barney February 2010 - May 2011
Citigroup Smith Barney June 2007 - February 2010
Citigroup Smith Barney July 2005 - June 2007
Skills
Alternative Investments, Asset Management, Hedge Funds, Investments, Investor Relations, Private Equity, Wealth Management
Education
Rowan University
Bachelor of Science (B.S.), Finance, General
Amanda Falco Amanda Falco's Morgan Stanley Wealth Management Experience April 2010 - Present
Job Senior Technology Training Specialist Morgan Stanley Wealth Management
Industry Information Technology and Services
Experience
Morgan Stanley Wealth Management April 2010 - Present
UBS Wealth Management December 1999 - July 2008
UBS Wealth Management September 1998 - December 1999
PaineWebber July 1997 - September 1998
PaineWebber February 1996 - July 1997
Skills
Financial Services, Hands-on Training, Instructor-led Training, Training Delivery, Wealth Management, Information Technology, Private Wealth..., Consulting, Training, Asset Allocation, Human Resources, Wealth Management..., Mutual Funds, IT Strategy, Investments, Learning Management..., Financial Analysis, Series 7, Business Analysis, Adult Education, Workshop Facilitation, ADDIE
Education
Santa Monica College 1988 — 1990
AA, Business Management
Ramapo College of New Jersey 1986 — 1988
AA, Business
Oakton High School 1985 — 1986
Morgan Stanley Wealth Management April 2010 - Present
UBS Wealth Management December 1999 - July 2008
UBS Wealth Management September 1998 - December 1999
PaineWebber July 1997 - September 1998
PaineWebber February 1996 - July 1997
Skills
Financial Services, Hands-on Training, Instructor-led Training, Training Delivery, Wealth Management, Information Technology, Private Wealth..., Consulting, Training, Asset Allocation, Human Resources, Wealth Management..., Mutual Funds, IT Strategy, Investments, Learning Management..., Financial Analysis, Series 7, Business Analysis, Adult Education, Workshop Facilitation, ADDIE
Education
Santa Monica College 1988 — 1990
AA, Business Management
Ramapo College of New Jersey 1986 — 1988
AA, Business
Oakton High School 1985 — 1986
Adnan Sabih, CAIA Adnan Sabih, CAIA's Morgan Stanley Wealth Management Experience October 2014 - Present
Job Alternative Investments at Morgan Stanley Wealth Management
Industry Banking
Experience
Morgan Stanley Wealth Management October 2014 - Present
U.S. Trust, Bank of America Private Wealth Management March 2008 - October 2014
U.S. Trust October 2006 - March 2008
U.S. Trust August 2005 - October 2006
American Express October 2004 - August 2005
Merrill Lynch October 2003 - October 2004
Merrill Lynch Investment Managers March 2003 - August 2003
Skills
Portfolio Management, Competitive Analysis, Investments, Hedge Funds, Asset Allocation, CRM, Mutual Funds, Financial Modeling, Leadership, Strategy, Alternative Investments, Valuation, Wealth Management, Investment Management, Private Equity, Bloomberg
Education
Rutgers, The State University of New Jersey - Rutgers Business School
Double Major in Finance and Economics with a minor in Management Information Systems
Chartered Alternative Investment Analyst (CAIA) Association
CAIA Charterholder
Chartered Financial Analyst (CFA) Institute
Level 2 Candidate in the CFA Program
New York University
Professional Development, Strategy & Leadership coursework
Morgan Stanley Wealth Management October 2014 - Present
U.S. Trust, Bank of America Private Wealth Management March 2008 - October 2014
U.S. Trust October 2006 - March 2008
U.S. Trust August 2005 - October 2006
American Express October 2004 - August 2005
Merrill Lynch October 2003 - October 2004
Merrill Lynch Investment Managers March 2003 - August 2003
Skills
Portfolio Management, Competitive Analysis, Investments, Hedge Funds, Asset Allocation, CRM, Mutual Funds, Financial Modeling, Leadership, Strategy, Alternative Investments, Valuation, Wealth Management, Investment Management, Private Equity, Bloomberg
Education
Rutgers, The State University of New Jersey - Rutgers Business School
Double Major in Finance and Economics with a minor in Management Information Systems
Chartered Alternative Investment Analyst (CAIA) Association
CAIA Charterholder
Chartered Financial Analyst (CFA) Institute
Level 2 Candidate in the CFA Program
New York University
Professional Development, Strategy & Leadership coursework
Ryan Torres's Morgan Stanley Wealth Management Experience October 2012 - March 2013
Job Customer Success Manager at Bridg
Industry Internet
Experience
Bridg April 2014 - Present
Bridg June 2013 - March 2014
Morgan Stanley Wealth Management October 2012 - March 2013
Pinnacle Estate Properties, Inc. March 2010 - October 2012
iSelliPhones October 2009 - October 2012
Deals In Time June 2011 - October 2011
Skills
Online Marketing, Marketing, Email Marketing, Digital Marketing, Marketing Strategy, Account Management, Social Media Marketing, Project Management, Sales, Entrepreneurship, Online Advertising, PowerPoint, Start-ups, Management, Social Networking, Product Management, Microsoft Word, Microsoft Excel, Cold Calling, MySQL, Wordpress, SEO, Email, HTML, Microsoft Powerpoint, Adobe Photoshop, Google Analytics, Networking, Travel, Web Development, Real Estate License, Adobe Lightroom, Photography, Real Estate, Google Adwords, Relationship Management, Zendesk, Salesforce.com
Education
University of Southern California - Marshall School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Internation Relations and Digital Entrepreneurship
RSM Erasmus Universiteit / Rotterdam School of Management 2012 — 2012
USC Marshall International Exchange Program, International Business, Successful Completion
Bridg April 2014 - Present
Bridg June 2013 - March 2014
Morgan Stanley Wealth Management October 2012 - March 2013
Pinnacle Estate Properties, Inc. March 2010 - October 2012
iSelliPhones October 2009 - October 2012
Deals In Time June 2011 - October 2011
Skills
Online Marketing, Marketing, Email Marketing, Digital Marketing, Marketing Strategy, Account Management, Social Media Marketing, Project Management, Sales, Entrepreneurship, Online Advertising, PowerPoint, Start-ups, Management, Social Networking, Product Management, Microsoft Word, Microsoft Excel, Cold Calling, MySQL, Wordpress, SEO, Email, HTML, Microsoft Powerpoint, Adobe Photoshop, Google Analytics, Networking, Travel, Web Development, Real Estate License, Adobe Lightroom, Photography, Real Estate, Google Adwords, Relationship Management, Zendesk, Salesforce.com
Education
University of Southern California - Marshall School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Internation Relations and Digital Entrepreneurship
RSM Erasmus Universiteit / Rotterdam School of Management 2012 — 2012
USC Marshall International Exchange Program, International Business, Successful Completion
Courtney Taylor's Morgan Stanley Wealth Management Experience September 2014 - December 2014
Job Marketing and Communications Intern at Westfield Labs
Industry Marketing and Advertising
Experience
The American Exporter Magazine April 2012 - Present
Westfield Labs June 2015 - September 2015
Starving Critic October 2014 - December 2014
Morgan Stanley Wealth Management September 2014 - December 2014
Projected Talent Inc. September 2014 - December 2014
Alpha Delta Pi Sorority November 2013 - November 2014
Nike May 2014 - October 2014
U.S. House of Representatives June 2014 - August 2014
Morgan Stanley Wealth Management August 2013 - March 2014
Golf Course Home Network June 2013 - July 2013
Skills
Social Media, Teamwork, Public Speaking, PowerPoint, Microsoft Word, Marketing Strategy, Microsoft Office, Marketing, Social Media Marketing, Blogging, WordPress, Facebook, Social Networking, Editing, Event Planning
Education
University of California, Berkeley 2012 — 2016
Bachelor of Arts (B.A.), Media Studies
Richmond, The American International University in London
Spring Semester 2015, Study Abroad in Florence, Italy
The American Exporter Magazine April 2012 - Present
Westfield Labs June 2015 - September 2015
Starving Critic October 2014 - December 2014
Morgan Stanley Wealth Management September 2014 - December 2014
Projected Talent Inc. September 2014 - December 2014
Alpha Delta Pi Sorority November 2013 - November 2014
Nike May 2014 - October 2014
U.S. House of Representatives June 2014 - August 2014
Morgan Stanley Wealth Management August 2013 - March 2014
Golf Course Home Network June 2013 - July 2013
Skills
Social Media, Teamwork, Public Speaking, PowerPoint, Microsoft Word, Marketing Strategy, Microsoft Office, Marketing, Social Media Marketing, Blogging, WordPress, Facebook, Social Networking, Editing, Event Planning
Education
University of California, Berkeley 2012 — 2016
Bachelor of Arts (B.A.), Media Studies
Richmond, The American International University in London
Spring Semester 2015, Study Abroad in Florence, Italy
Daniel Salas's Morgan Stanley Wealth Management Experience May 2014 - August 2014
Job Global Commercial Banking Analyst at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch June 2015 - Present
J.P. Morgan August 2014 - June 2015
Morgan Stanley Wealth Management May 2014 - August 2014
America Reads August 2010 - May 2014
Management Leadership for Tomorrow August 2012 - December 2013
J.P. Morgan June 2013 - August 2013
SEO Career Prep Program March 2013 - August 2013
INROADS March 2012 - May 2013
Liberty Mutual Insurance June 2012 - August 2012
Law Office of Mark A. Weisbart July 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Banking, Social Media, Windows, Capital IQ, Macroeconomics, Econometrics, Spanish, Data Analysis, Financial Markets, Financial Modeling, Investment Banking, Accounting, Economic Development, Valuation, Community Outreach, Event Planning
Education
Rice University 2010 — 2014
Bachelor of Arts, Economics, Political Science
Bank of America Merrill Lynch June 2015 - Present
J.P. Morgan August 2014 - June 2015
Morgan Stanley Wealth Management May 2014 - August 2014
America Reads August 2010 - May 2014
Management Leadership for Tomorrow August 2012 - December 2013
J.P. Morgan June 2013 - August 2013
SEO Career Prep Program March 2013 - August 2013
INROADS March 2012 - May 2013
Liberty Mutual Insurance June 2012 - August 2012
Law Office of Mark A. Weisbart July 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Banking, Social Media, Windows, Capital IQ, Macroeconomics, Econometrics, Spanish, Data Analysis, Financial Markets, Financial Modeling, Investment Banking, Accounting, Economic Development, Valuation, Community Outreach, Event Planning
Education
Rice University 2010 — 2014
Bachelor of Arts, Economics, Political Science
Derek Parson Derek Parson's Morgan Stanley Wealth Management Experience April 2013 - April 2014
Job Assistant Project Manager at Simpson and Brown
Industry Construction
Experience
Simpson and Brown September 2014 - Present
Morgan Stanley Wealth Management April 2013 - April 2014
Merrill Lynch October 2012 - February 2013
Merrill Lynch July 2012 - September 2012
Merrill Lynch January 2012 - April 2012
Skills
Customer Service, Tax Research, Tax Reporting, Word, Customer Relations, Microsoft Office, PowerPoint, Excel, Series 7, Series 66, Bloomberg Terminal, Marketing Communications, Microsoft Excel, Management, Facebook
Education
University of Rhode Island 2007 — 2011
Bachelor of Science, Business Administration / Marketing
Bond University, Gold Coast 2009 — 2010
Rider University 2009 — 2009
The Pennington Prep School 2005 — 2007
Simpson and Brown September 2014 - Present
Morgan Stanley Wealth Management April 2013 - April 2014
Merrill Lynch October 2012 - February 2013
Merrill Lynch July 2012 - September 2012
Merrill Lynch January 2012 - April 2012
Skills
Customer Service, Tax Research, Tax Reporting, Word, Customer Relations, Microsoft Office, PowerPoint, Excel, Series 7, Series 66, Bloomberg Terminal, Marketing Communications, Microsoft Excel, Management, Facebook
Education
University of Rhode Island 2007 — 2011
Bachelor of Science, Business Administration / Marketing
Bond University, Gold Coast 2009 — 2010
Rider University 2009 — 2009
The Pennington Prep School 2005 — 2007
Melissa Persaud's Morgan Stanley Wealth Management Experience January 2011 - October 2013
Job Fraud Analyst at UBS
Industry Financial Services
Experience
UBS Wealth Management February 2015 - Present
UBS Wealth Management October 2013 - Present
Morgan Stanley Wealth Management January 2011 - October 2013
The Vitamin Shoppe September 2010 - December 2010
City of Jersey City June 2007 - August 2009
Skills
PowerPoint, Access, Microsoft Excel, Data Analysis, Financial Analysis, Banking, Financial Modeling, Risk Management, Wire Fraud, Entitlements, Employee Training, Records Management, Business Continuity..., Vendor Management, Accounts Payable, Bloomberg, Finance
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2006 — 2010
Bachelor's degree, Finance, General
UBS Wealth Management February 2015 - Present
UBS Wealth Management October 2013 - Present
Morgan Stanley Wealth Management January 2011 - October 2013
The Vitamin Shoppe September 2010 - December 2010
City of Jersey City June 2007 - August 2009
Skills
PowerPoint, Access, Microsoft Excel, Data Analysis, Financial Analysis, Banking, Financial Modeling, Risk Management, Wire Fraud, Entitlements, Employee Training, Records Management, Business Continuity..., Vendor Management, Accounts Payable, Bloomberg, Finance
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2006 — 2010
Bachelor's degree, Finance, General
Chris Medina's Morgan Stanley Wealth Management Experience January 2012 - October 2012
Job Vice President of Marketing at Tru Optik
Industry Information Technology and Services
Experience
Tru Optik January 2013 - Present
Morgan Stanley Wealth Management January 2012 - October 2012
JPMorgan Chase December 2009 - December 2011
CFA Capital Partners April 2006 - August 2009
Weichert Realtors February 2004 - March 2006
Skills
SEO, New Media, Social Media, Public Relations, Online Marketing, Editing, Social Media Marketing, Facebook, Television, Event Management, Blogging, Brand Development, Social Networking, Event Planning, Advertising, Digital Media, Online Advertising, Wordpress, Creative Direction, Digital Strategy, Email Marketing, Video Production, Digital Marketing, Marketing Communications, Copywriting, Press Releases, Photography, Music, A&R, Music Production, Record Labels, R&B, Radio, Marketing, Broadcast, Music Publishing, Film, Music Licensing, Video, Content Strategy, Publicity, Sponsorship, Publishing, Integrated Marketing, Management, Talent Booking, Mobile Marketing, Entertainment Industry, Multimedia, Analytics
Education
State University of New York College at Purchase 1992 — 1996
Business Administration and Management, General
Mount St Michael Academy 1987 — 1991
Tru Optik January 2013 - Present
Morgan Stanley Wealth Management January 2012 - October 2012
JPMorgan Chase December 2009 - December 2011
CFA Capital Partners April 2006 - August 2009
Weichert Realtors February 2004 - March 2006
Skills
SEO, New Media, Social Media, Public Relations, Online Marketing, Editing, Social Media Marketing, Facebook, Television, Event Management, Blogging, Brand Development, Social Networking, Event Planning, Advertising, Digital Media, Online Advertising, Wordpress, Creative Direction, Digital Strategy, Email Marketing, Video Production, Digital Marketing, Marketing Communications, Copywriting, Press Releases, Photography, Music, A&R, Music Production, Record Labels, R&B, Radio, Marketing, Broadcast, Music Publishing, Film, Music Licensing, Video, Content Strategy, Publicity, Sponsorship, Publishing, Integrated Marketing, Management, Talent Booking, Mobile Marketing, Entertainment Industry, Multimedia, Analytics
Education
State University of New York College at Purchase 1992 — 1996
Business Administration and Management, General
Mount St Michael Academy 1987 — 1991
Wilson Penn's Morgan Stanley Wealth Management Experience May 2013 - August 2013
Job Securities Processing Analyst at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation July 2015 - Present
Travelers May 2014 - August 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Hinsdale Little League 2006 - 2012
Skills
Microsoft Excel, Finance, Financial Analysis, Bloomberg Terminal, Microsoft Word, PowerPoint, Outlook, French, Financial Modeling, Social Media, Start-ups, Microsoft Office, Bloomberg, Securities, Event Management, Public Speaking, Strategic Planning
Education
Quinnipiac University - School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance, cum laude
Hinsdale Central Highschool 2007 — 2011
Northern Trust Corporation July 2015 - Present
Travelers May 2014 - August 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Hinsdale Little League 2006 - 2012
Skills
Microsoft Excel, Finance, Financial Analysis, Bloomberg Terminal, Microsoft Word, PowerPoint, Outlook, French, Financial Modeling, Social Media, Start-ups, Microsoft Office, Bloomberg, Securities, Event Management, Public Speaking, Strategic Planning
Education
Quinnipiac University - School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance, cum laude
Hinsdale Central Highschool 2007 — 2011
Evangelos Milas's Morgan Stanley Wealth Management Experience February 2014 - July 2014
Job Analyst at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP February 2015 - Present
Nick's Luncheonette 2008 - December 2014
Morgan Stanley Wealth Management February 2014 - July 2014
Quinnipiac University May 2012 - May 2014
Quinnipiac University May 2013 - January 2014
Connecticut General Assembly January 2013 - May 2013
Town of Hamden May 2012 - August 2012
Skills
Event Planning, Social Media, Public Speaking, Research, Political Campaigns, Community Outreach, Politics, Economics, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Social Networking
Education
Quinnipiac University 2010 — 2014
Bachelor of Arts (B.A.), Political Science and Government
Bloomberg LP February 2015 - Present
Nick's Luncheonette 2008 - December 2014
Morgan Stanley Wealth Management February 2014 - July 2014
Quinnipiac University May 2012 - May 2014
Quinnipiac University May 2013 - January 2014
Connecticut General Assembly January 2013 - May 2013
Town of Hamden May 2012 - August 2012
Skills
Event Planning, Social Media, Public Speaking, Research, Political Campaigns, Community Outreach, Politics, Economics, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Social Networking
Education
Quinnipiac University 2010 — 2014
Bachelor of Arts (B.A.), Political Science and Government
Frank McDonnell's Morgan Stanley Wealth Management Experience March 2014 - Present
Job Executive Director Head of Mutual Funds and 529 Programs at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2014 - Present
Morgan Stanley Wealth Management September 2012 - March 2014
Morgan Stanley Wealth Management May 2009 - September 2012
Citi March 2008 - May 2009
Citigroup 2006 - 2008
Skills
Series 7, Series 65, Series 24, Series 63, Wealth Management, Alternative Investments, Closed-end Funds, FINRA, Wealth Management..., Hedge Funds, Equities, Fund Of Funds
Education
Reed College 1991 — 1995
BA, History
Morgan Stanley Wealth Management March 2014 - Present
Morgan Stanley Wealth Management September 2012 - March 2014
Morgan Stanley Wealth Management May 2009 - September 2012
Citi March 2008 - May 2009
Citigroup 2006 - 2008
Skills
Series 7, Series 65, Series 24, Series 63, Wealth Management, Alternative Investments, Closed-end Funds, FINRA, Wealth Management..., Hedge Funds, Equities, Fund Of Funds
Education
Reed College 1991 — 1995
BA, History
Ormand O'Neal Ormand O'Neal's Morgan Stanley Wealth Management Experience November 2009 - Present
Job Financial Advisor, FAA Coach, Chair of Diversity Council Houston (Galleria Complex)
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley Wealth Management November 2009 - Present
Banking / Insurance 2001 - 2009
Skills
Series 9, Series 7, Series 10, Series 63, Series 65, Series 31, Investments, Wealth Management, Finance, Series 6, Insurance, Alternative Investments, Credit, Cold Calling, New Business Development, Banking, FINRA, Marketing, Securities, Uniform Combined State..., Financial Services, Telephone Skills, Investment Advisory, Financial Advisory, ETFs, Mutual Funds, Asset Allocation, Fixed Annuities, Financial Analysis, Loans, Options, Fixed Income, Asset Management, Equities, Portfolio Management, Personal Financial..., Investment Strategies, Bonds, Mortgage Lending, Estate Planning, Investment Management, Financial Markets, Business Development, Risk Management, 401k, Separately Managed..., Phone Skills, Sales, Closing Deals, Retirement Planning
Education
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2004
BA
St. Benedict's Prep. HS 1994 — 1998
Morgan Stanley January 2015 - Present
Morgan Stanley Wealth Management November 2009 - Present
Banking / Insurance 2001 - 2009
Skills
Series 9, Series 7, Series 10, Series 63, Series 65, Series 31, Investments, Wealth Management, Finance, Series 6, Insurance, Alternative Investments, Credit, Cold Calling, New Business Development, Banking, FINRA, Marketing, Securities, Uniform Combined State..., Financial Services, Telephone Skills, Investment Advisory, Financial Advisory, ETFs, Mutual Funds, Asset Allocation, Fixed Annuities, Financial Analysis, Loans, Options, Fixed Income, Asset Management, Equities, Portfolio Management, Personal Financial..., Investment Strategies, Bonds, Mortgage Lending, Estate Planning, Investment Management, Financial Markets, Business Development, Risk Management, 401k, Separately Managed..., Phone Skills, Sales, Closing Deals, Retirement Planning
Education
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2004
BA
St. Benedict's Prep. HS 1994 — 1998
Max Greenberg Max Greenberg's Morgan Stanley Wealth Management Experience June 2001 - March 2013
Job Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2013 - Present
Morgan Stanley Wealth Management June 2001 - March 2013
Oppenheimer & Co. May 1986 - June 2001
Skills
Investments, Financial Advisory, Portfolio Management, Retirement Planning, Mutual Funds, Fixed Income, Equities, Alternative Investments, Investment Strategies
Education
Princeton University 1972 — 1977
Masters, Physics
University of California, Berkeley
Bachelor's Degree, Physics, Phi Beta Kappa
Wells Fargo Advisors March 2013 - Present
Morgan Stanley Wealth Management June 2001 - March 2013
Oppenheimer & Co. May 1986 - June 2001
Skills
Investments, Financial Advisory, Portfolio Management, Retirement Planning, Mutual Funds, Fixed Income, Equities, Alternative Investments, Investment Strategies
Education
Princeton University 1972 — 1977
Masters, Physics
University of California, Berkeley
Bachelor's Degree, Physics, Phi Beta Kappa
Patrick McStay's Morgan Stanley Wealth Management Experience March 2013 - March 2015
Job Associate, Financial Advisor Services at O'Shaughnessy Asset Management, LLC (OSAM)
Industry Investment Management
Experience
O'Shaughnessy Asset Management, LLC (OSAM) March 2015 - Present
Morgan Stanley Wealth Management March 2013 - March 2015
Beck Mack and Oliver, LLC June 2009 - March 2013
Royal Bank of Scotland March 2005 - May 2009
Fidelity Investments 2002 - 2002
Skills
Series 7, 66, Fixed Income, Equities, Trading, Portfolio Management, Investments, FX Options, Options, Bonds, Settlement, Investment Management, Currency, Bloomberg, Hedge Funds, Financial Risk, Series 7, Structured Products
Education
Providence College 1999 — 2003
BS, Business Administration and Management, General
Bishop Hendricken H.S. 1994 — 1999
O'Shaughnessy Asset Management, LLC (OSAM) March 2015 - Present
Morgan Stanley Wealth Management March 2013 - March 2015
Beck Mack and Oliver, LLC June 2009 - March 2013
Royal Bank of Scotland March 2005 - May 2009
Fidelity Investments 2002 - 2002
Skills
Series 7, 66, Fixed Income, Equities, Trading, Portfolio Management, Investments, FX Options, Options, Bonds, Settlement, Investment Management, Currency, Bloomberg, Hedge Funds, Financial Risk, Series 7, Structured Products
Education
Providence College 1999 — 2003
BS, Business Administration and Management, General
Bishop Hendricken H.S. 1994 — 1999
Deborah L. Clark Deborah L. Clark's Morgan Stanley Wealth Management Experience January 1991 - April 2013
Job IT Professional
Industry Financial Services
Experience
IIBA 2014 - Present
Financial Computer Services December 2013 - June 2014
Morgan Stanley Wealth Management January 1991 - April 2013
Morgan Stanley November 2009 - June 2010
Citi June 1991 - January 2005
Skills
Vendor Management, Service Delivery, Risk Assessment, Business Process..., Onboarding, Financial Services, Continuity of Operations, Football, Project Portfolio..., Networking, Process Improvement, Project Management, Management, Business Continuity, Financial Risk, CRM, Resource Management, VoIP, SDLC, Risk Management, PMO, Disaster Recovery, Business Analysis
Education
Rutgers University
Bachelor's degree, Major - Administrative Communications
IIBA 2014 - Present
Financial Computer Services December 2013 - June 2014
Morgan Stanley Wealth Management January 1991 - April 2013
Morgan Stanley November 2009 - June 2010
Citi June 1991 - January 2005
Skills
Vendor Management, Service Delivery, Risk Assessment, Business Process..., Onboarding, Financial Services, Continuity of Operations, Football, Project Portfolio..., Networking, Process Improvement, Project Management, Management, Business Continuity, Financial Risk, CRM, Resource Management, VoIP, SDLC, Risk Management, PMO, Disaster Recovery, Business Analysis
Education
Rutgers University
Bachelor's degree, Major - Administrative Communications
Susan Grymes Susan Grymes's Morgan Stanley Wealth Management Experience June 2006 - June 2013
Job Senior Move Manager
Industry Consumer Services
Experience
Door to Door Solutions January 2014 - Present
Holton Elementary December 2013 - May 2014
Morgan Stanley Wealth Management June 2006 - June 2013
The READ Center August 2003 - June 2006
The Richmond Forum September 2001 - June 2003
The Steward School August 1996 - June 2001
Riverside School August 1991 - June 1996
Skills
Non-profits, Strategic Planning, Microsoft Excel, Nonprofits, Customer Service, Microsoft Word, Sales, Project Management
Education
Randolph-Macon College 1979 — 1981
Bachelor of Arts, English
Syracuse University 1977 — 1978
N/A, Liberal Arts
Door to Door Solutions January 2014 - Present
Holton Elementary December 2013 - May 2014
Morgan Stanley Wealth Management June 2006 - June 2013
The READ Center August 2003 - June 2006
The Richmond Forum September 2001 - June 2003
The Steward School August 1996 - June 2001
Riverside School August 1991 - June 1996
Skills
Non-profits, Strategic Planning, Microsoft Excel, Nonprofits, Customer Service, Microsoft Word, Sales, Project Management
Education
Randolph-Macon College 1979 — 1981
Bachelor of Arts, English
Syracuse University 1977 — 1978
N/A, Liberal Arts
Medha Ranka Medha Ranka's Morgan Stanley Wealth Management Experience June 2013 - September 2013
Job Wealth Management Intern at Morgan Stanley
Industry
Experience
Morgan Stanley June 2014 - August 2014
Morgan Stanley Wealth Management June 2013 - September 2013
Reliance Retail June 2012 - August 2012
Innovative Scheduling June 2010 - August 2010
Skills
Java, R, Microsoft Excel, PowerPoint, Microsoft Word, Hindi, Optimization, Probability Theory, Programming, Statistics, Bhangra
Education
Princeton University 2011 — 2015
Operations Research and Financial Engineering, Certificates: Finance, Applications of Computing
Eastside High School 2007 — 2011
High School Diploma
Morgan Stanley June 2014 - August 2014
Morgan Stanley Wealth Management June 2013 - September 2013
Reliance Retail June 2012 - August 2012
Innovative Scheduling June 2010 - August 2010
Skills
Java, R, Microsoft Excel, PowerPoint, Microsoft Word, Hindi, Optimization, Probability Theory, Programming, Statistics, Bhangra
Education
Princeton University 2011 — 2015
Operations Research and Financial Engineering, Certificates: Finance, Applications of Computing
Eastside High School 2007 — 2011
High School Diploma
Maria Tsakiris's Morgan Stanley Wealth Management Experience May 2013 - June 2014
Job Sales & Purchasing Manager at MTO Bath & Tile
Industry Retail
Experience
MTO Bath & Tile January 2011 - Present
Morgan Stanley Wealth Management May 2013 - June 2014
Rutgers University September 2013 - December 2013
NJ Third Legislative District (Office of NJ Senate President Stephen Sweeney) January 2012 - March 2012
Igloo Ice Arena January 2011 - January 2012
Skills
Small Business..., QuickBooks, Microsoft Excel, Direct Sales, Political Science, Legislative, Constituent Services, Legislative Research, Mail Merge, Coaching, Accounting, Legislative Relations, Financial Analysis, Investments, Portfolio Management, Sales, Public Speaking, Customer Service, Teamwork, Social Media, Microsoft Office
Education
Rutgers, The State University of New Jersey-Camden 2011 — 2014
Bachelor's Degree, Finance
International Studies: South Africa 2014 — 2014
International Management
Cherry Hill High School East 2007 — 2011
MTO Bath & Tile January 2011 - Present
Morgan Stanley Wealth Management May 2013 - June 2014
Rutgers University September 2013 - December 2013
NJ Third Legislative District (Office of NJ Senate President Stephen Sweeney) January 2012 - March 2012
Igloo Ice Arena January 2011 - January 2012
Skills
Small Business..., QuickBooks, Microsoft Excel, Direct Sales, Political Science, Legislative, Constituent Services, Legislative Research, Mail Merge, Coaching, Accounting, Legislative Relations, Financial Analysis, Investments, Portfolio Management, Sales, Public Speaking, Customer Service, Teamwork, Social Media, Microsoft Office
Education
Rutgers, The State University of New Jersey-Camden 2011 — 2014
Bachelor's Degree, Finance
International Studies: South Africa 2014 — 2014
International Management
Cherry Hill High School East 2007 — 2011
Nicholas Guarino Nicholas Guarino's Morgan Stanley Wealth Management Experience September 2012 - January 2013
Job Client Service Associate at HedgeMark International, LLC
Industry Financial Services
Experience
HedgeMark International, LLC August 2014 - Present
Barnum Financial Group August 2013 - November 2013
Morgan Stanley Wealth Management September 2012 - January 2013
Quinnipiac University School of Business August 2011 - May 2012
Skills
Bloomberg, Investments, Portfolio Management, Valuation, Equities, Bloomberg Terminal, Asset Allocation, Morningstar, Microsoft Excel, Leadership, Microsoft Office
Education
Quinnipiac University 2010 — 2014
Bachelor of Science, Finance, Senior
Quinnipiac University - School of Business 2010 — 2014
Bachelor of Science (B.S.), Finance, General
HedgeMark International, LLC August 2014 - Present
Barnum Financial Group August 2013 - November 2013
Morgan Stanley Wealth Management September 2012 - January 2013
Quinnipiac University School of Business August 2011 - May 2012
Skills
Bloomberg, Investments, Portfolio Management, Valuation, Equities, Bloomberg Terminal, Asset Allocation, Morningstar, Microsoft Excel, Leadership, Microsoft Office
Education
Quinnipiac University 2010 — 2014
Bachelor of Science, Finance, Senior
Quinnipiac University - School of Business 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Victor D. Montas's Morgan Stanley Wealth Management Experience February 2014 - March 2015
Job Financial Advisor at Merrill Lynch (Bank of America Corporation)
Industry Financial Services
Experience
Merrill Lynch Wealth Management April 2015 - Present
Morgan Stanley Wealth Management February 2014 - March 2015
New York Life Insurance Company June 2009 - February 2014
Hudson County Community College January 2009 - December 2012
Stroock & Stroock & Lavan LLP August 2006 - May 2008
Simpson Thacher & Bartlett LLP September 2004 - August 2006
Hogan & Hartson June 2003 - 2004
Skills
Retirement Planning, Series 63, Mutual Funds, Strategic Financial..., IRAs, Variable Annuities, Wealth Accumulation, Series 6, Series 7, Life, Series 65
Education
Rutgers University 1999 — 2005
M.A., History
University of Maryland College Park 2003 — 2003
History
Rutgers University-New Brunswick 1992 — 1997
B.A., History - Political Science
Merrill Lynch Wealth Management April 2015 - Present
Morgan Stanley Wealth Management February 2014 - March 2015
New York Life Insurance Company June 2009 - February 2014
Hudson County Community College January 2009 - December 2012
Stroock & Stroock & Lavan LLP August 2006 - May 2008
Simpson Thacher & Bartlett LLP September 2004 - August 2006
Hogan & Hartson June 2003 - 2004
Skills
Retirement Planning, Series 63, Mutual Funds, Strategic Financial..., IRAs, Variable Annuities, Wealth Accumulation, Series 6, Series 7, Life, Series 65
Education
Rutgers University 1999 — 2005
M.A., History
University of Maryland College Park 2003 — 2003
History
Rutgers University-New Brunswick 1992 — 1997
B.A., History - Political Science
Anjali Bal Anjali Bal's Morgan Stanley Wealth Management Experience August 2006 - August 2008
Job Assistant Professor at Babson College
Industry Higher Education
Experience
Babson College May 2014 - Present
Dominican University of California August 2012 - May 2014
Simon Fraser University January 2010 - September 2012
Morgan Stanley Wealth Management August 2006 - August 2008
Lifetime Television 2005 - 2006
Colony Theatre Company 2000 - 2003
Colony Theatre Company 2000 - 2003
Skills
Social Media, Research, Public Speaking, Marketing Communications, Market Research, Marketing Strategy, Marketing, Event Management, Entrepreneurship, Non-profits, Strategic Planning, Management, Arts, Data Analysis, Education, Editing, Integrated Marketing, Leadership, Marketing Management, Nonprofits, Strategy
Education
Simon Fraser University 2008 — 2012
Doctor of Philosophy (PhD), Marketing
RSM Erasmus Universiteit / Rotterdam School of Management 2003 — 2005
Master of Business Administration (M.B.A.), International Business
UCSD 1996 — 2000
Bachelor of Arts (BA), Theatre/Theater
Babson College May 2014 - Present
Dominican University of California August 2012 - May 2014
Simon Fraser University January 2010 - September 2012
Morgan Stanley Wealth Management August 2006 - August 2008
Lifetime Television 2005 - 2006
Colony Theatre Company 2000 - 2003
Colony Theatre Company 2000 - 2003
Skills
Social Media, Research, Public Speaking, Marketing Communications, Market Research, Marketing Strategy, Marketing, Event Management, Entrepreneurship, Non-profits, Strategic Planning, Management, Arts, Data Analysis, Education, Editing, Integrated Marketing, Leadership, Marketing Management, Nonprofits, Strategy
Education
Simon Fraser University 2008 — 2012
Doctor of Philosophy (PhD), Marketing
RSM Erasmus Universiteit / Rotterdam School of Management 2003 — 2005
Master of Business Administration (M.B.A.), International Business
UCSD 1996 — 2000
Bachelor of Arts (BA), Theatre/Theater
Jonathan Esposito's Morgan Stanley Wealth Management Experience June 2014 - August 2014
Job Learning Specialist at Grovo
Industry E-Learning
Experience
Grovo June 2015 - Present
Morgan Stanley Wealth Management June 2014 - August 2014
Skills
Leadership, PowerPoint, Teamwork, Public Speaking, Microsoft Excel, Social Media, Microsoft Word, Photoshop, Research, Data Analysis, Fundraising
Education
Princeton University 2011 — 2015
Conard High School 2007 — 2011
Grovo June 2015 - Present
Morgan Stanley Wealth Management June 2014 - August 2014
Skills
Leadership, PowerPoint, Teamwork, Public Speaking, Microsoft Excel, Social Media, Microsoft Word, Photoshop, Research, Data Analysis, Fundraising
Education
Princeton University 2011 — 2015
Conard High School 2007 — 2011
Alfred Obiesie Alfred Obiesie's Morgan Stanley Wealth Management Experience February 2014 - Present
Job Director
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2014 - Present
One Trac Mine 2001 - Present
Morgan Stanley Smith Barney February 2012 - February 2014
Morgan Stanley January 2011 - September 2011
Goldman Sachs January 2010 - August 2010
Lehman Brothers September 2005 - October 2008
Mutual of America December 2003 - August 2005
Hermes of Paris October 2002 - December 2003
MORGAN STANLEY DEAN WITTER September 1999 - September 2002
Elias Arts 1997 - 1999
Skills
Financial Reporting, General Ledger, Accruals, Variance Analysis, Financial Analysis, Budgeting, Excel, Financial Modeling, PowerPoint, PeopleSoft, Word, Forecasting, Access, Corporate Finance, Reconciliation, Microsoft Office, Process Improvement, Outlook, MIS, Accounting, Expense Control, Monthly Reporting, General Ledger..., Invoice Processing, Budget Reconciliation, Expense Budgeting, Monthly Closing, Forecasting Models, Trend Reporting, Variances, Check Processing, Chargebacks, Activity Based..., IT Financial Management, Account Reconciliation, Microsoft Word, Budgets, Analysis, Microsoft Excel, Management, Expense Management, Equities, Strategy, Vendor Management, Trend Analysis
Education
New School University 2001 — 2003
Audio Engineering Certification
Queens College 1993 — 1996
Acounting
Brooklyn Technical HS 1989 — 1993
Aerospace, Aeronautical and Astronautical/Space Engineering
Morgan Stanley Wealth Management February 2014 - Present
One Trac Mine 2001 - Present
Morgan Stanley Smith Barney February 2012 - February 2014
Morgan Stanley January 2011 - September 2011
Goldman Sachs January 2010 - August 2010
Lehman Brothers September 2005 - October 2008
Mutual of America December 2003 - August 2005
Hermes of Paris October 2002 - December 2003
MORGAN STANLEY DEAN WITTER September 1999 - September 2002
Elias Arts 1997 - 1999
Skills
Financial Reporting, General Ledger, Accruals, Variance Analysis, Financial Analysis, Budgeting, Excel, Financial Modeling, PowerPoint, PeopleSoft, Word, Forecasting, Access, Corporate Finance, Reconciliation, Microsoft Office, Process Improvement, Outlook, MIS, Accounting, Expense Control, Monthly Reporting, General Ledger..., Invoice Processing, Budget Reconciliation, Expense Budgeting, Monthly Closing, Forecasting Models, Trend Reporting, Variances, Check Processing, Chargebacks, Activity Based..., IT Financial Management, Account Reconciliation, Microsoft Word, Budgets, Analysis, Microsoft Excel, Management, Expense Management, Equities, Strategy, Vendor Management, Trend Analysis
Education
New School University 2001 — 2003
Audio Engineering Certification
Queens College 1993 — 1996
Acounting
Brooklyn Technical HS 1989 — 1993
Aerospace, Aeronautical and Astronautical/Space Engineering
KaranVir Sharma KaranVir Sharma's Morgan Stanley Wealth Management Experience 2010 - 2012
Job Technology Lead at Serve an American Express Company
Industry Information Technology and Services
Experience
Serve an American Express Company July 2013 - Present
Infosys 2012 - 2013
Infosys January 2012 - March 2012
Morgan Stanley Wealth Management 2010 - 2012
Infosys 2009 - 2010
Infosys 2008 - 2009
Skills
SDLC, WCF Services, XML, Project Management, Project Planning, Test Automation, Rally, Requirements Analysis, TFS, Agile Methodologies, Agile & Waterfall..., C#, .NET, Visual Studio, Scrum, ASP.NET MVC, ASP.NET, Oracle, Autosys, DB2, SQL, Web Services, Software Development, Requirements Gathering, WCF
Education
Punjabi University 2004 — 2008
Bachelor of Technology (B.Tech.), Electronics and Communications Engineering
Serve an American Express Company July 2013 - Present
Infosys 2012 - 2013
Infosys January 2012 - March 2012
Morgan Stanley Wealth Management 2010 - 2012
Infosys 2009 - 2010
Infosys 2008 - 2009
Skills
SDLC, WCF Services, XML, Project Management, Project Planning, Test Automation, Rally, Requirements Analysis, TFS, Agile Methodologies, Agile & Waterfall..., C#, .NET, Visual Studio, Scrum, ASP.NET MVC, ASP.NET, Oracle, Autosys, DB2, SQL, Web Services, Software Development, Requirements Gathering, WCF
Education
Punjabi University 2004 — 2008
Bachelor of Technology (B.Tech.), Electronics and Communications Engineering
Bill Haas Bill Haas's Morgan Stanley Wealth Management Experience August 2012 - August 2012
Job Student at Providence College
Industry Financial Services
Experience
Jefferies LLC May 2014 - July 2014
Marketfield Asset Management June 2013 - July 2013
Morgan Stanley Wealth Management August 2012 - August 2012
Skills
Financial Analysis, Microsoft Excel, Microsoft Word, Valuation, Bloomberg, Investments, Time Management, Public Speaking
Education
Providence College 2011 — 2015
Bachelor's Degree, Finance, Economics
Durham Academy 2007 — 2011
Jefferies LLC May 2014 - July 2014
Marketfield Asset Management June 2013 - July 2013
Morgan Stanley Wealth Management August 2012 - August 2012
Skills
Financial Analysis, Microsoft Excel, Microsoft Word, Valuation, Bloomberg, Investments, Time Management, Public Speaking
Education
Providence College 2011 — 2015
Bachelor's Degree, Finance, Economics
Durham Academy 2007 — 2011
Alyssa Thomas Alyssa Thomas's Morgan Stanley Wealth Management Experience July 2012 - December 2012
Job Manager, Kiva Zip Philadelphia Department of Commerce
Industry Civic & Social Organization
Experience
City of Philadelphia July 2014 - Present
Kiva February 2014 - June 2014
Mercer June 2013 - August 2013
Morgan Stanley Wealth Management July 2012 - December 2012
Noveler Advertising June 2012 - July 2012
The United Illuminating Company May 2011 - July 2011
Skills
Beginner Mandarin, Conversational Spanish, Microsoft Excel, Microsoft Word, Public Speaking, SPSS, Qualtrics, Research, Access, Management, Critical Thinking, Bloomberg, Spanish, Mandarin, Time Management, Financial Analysis, Outlook, WordPress, Teamwork, Analysis, Microsoft Office, Social Media, PowerPoint, Leadership, Strategic Planning
Education
Quinnipiac University - School of Business 2010 — 2013
Bachelor's Degree (Double Major), Marketing & International Business, Summa Cum Laude, 3.91
City of Philadelphia July 2014 - Present
Kiva February 2014 - June 2014
Mercer June 2013 - August 2013
Morgan Stanley Wealth Management July 2012 - December 2012
Noveler Advertising June 2012 - July 2012
The United Illuminating Company May 2011 - July 2011
Skills
Beginner Mandarin, Conversational Spanish, Microsoft Excel, Microsoft Word, Public Speaking, SPSS, Qualtrics, Research, Access, Management, Critical Thinking, Bloomberg, Spanish, Mandarin, Time Management, Financial Analysis, Outlook, WordPress, Teamwork, Analysis, Microsoft Office, Social Media, PowerPoint, Leadership, Strategic Planning
Education
Quinnipiac University - School of Business 2010 — 2013
Bachelor's Degree (Double Major), Marketing & International Business, Summa Cum Laude, 3.91
Erika Fiore's Morgan Stanley Wealth Management Experience December 2012 - Present
Job VP, Client Management at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management December 2012 - Present
AST Equity Plan Solutions January 2011 - December 2012
Morgan Stanley Smith Barney May 2010 - January 2011
Morgan Stanley Smith Barney April 2007 - April 2010
Skills
Relationship Management, Financial Services, CRM
Education
Santa Clara University
Certified Equity Professional
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2006
Bachelor of Arts (B.A.), Psychology
Morgan Stanley Wealth Management December 2012 - Present
AST Equity Plan Solutions January 2011 - December 2012
Morgan Stanley Smith Barney May 2010 - January 2011
Morgan Stanley Smith Barney April 2007 - April 2010
Skills
Relationship Management, Financial Services, CRM
Education
Santa Clara University
Certified Equity Professional
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2006
Bachelor of Arts (B.A.), Psychology
Hank Kenary Hank Kenary's Morgan Stanley Wealth Management Experience May 2014 - Present
Job Wealth Management Intern at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2014 - Present
Morgan Stanley June 2013 - Present
Education
Providence College 2009 — 2013
Bachelors degree in Science
Saint John's High School Shrewsbury, MA 2005 — 2009
Morgan Stanley Wealth Management May 2014 - Present
Morgan Stanley June 2013 - Present
Education
Providence College 2009 — 2013
Bachelors degree in Science
Saint John's High School Shrewsbury, MA 2005 — 2009
Stephen Koepfler Stephen Koepfler's Morgan Stanley Wealth Management Experience April 2011 - April 2012
Job Business Analyst at BNY Mellon
Industry Capital Markets
Experience
BNY Mellon October 2014 - Present
Pride Technologies April 2013 - October 2014
Northwestern Mutual May 2012 - April 2013
Morgan Stanley Wealth Management April 2011 - April 2012
Skills
Financial Modeling, Financial Analysis, Finance, Financial Services, Risk Management, Retirement Planning, Microsoft Excel, Onboarding, Sales, Valuation, Vendor Management, Corporate Strategy
Education
Rowan University 2008 — 2012
Bachelor of Science (BS)
Rutgers University-New Brunswick
CFA Institute
BNY Mellon October 2014 - Present
Pride Technologies April 2013 - October 2014
Northwestern Mutual May 2012 - April 2013
Morgan Stanley Wealth Management April 2011 - April 2012
Skills
Financial Modeling, Financial Analysis, Finance, Financial Services, Risk Management, Retirement Planning, Microsoft Excel, Onboarding, Sales, Valuation, Vendor Management, Corporate Strategy
Education
Rowan University 2008 — 2012
Bachelor of Science (BS)
Rutgers University-New Brunswick
CFA Institute
Christina Yakymenko Christina Yakymenko's Morgan Stanley Wealth Management Experience 2009 - Present
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2009 - Present
UBS 2006 - 2008
Education
Rutgers Business School
Bachelor of Science (B.S.), Management and Global Business
Morgan Stanley Wealth Management 2009 - Present
UBS 2006 - 2008
Education
Rutgers Business School
Bachelor of Science (B.S.), Management and Global Business
Phillip Fletcher Phillip Fletcher's Morgan Stanley Wealth Management Experience June 2001 - June 2003
Job Owner, Cannaflage LLC
Industry Apparel & Fashion
Experience
Cannaflage LLC January 2004 - Present
Standard Cement Materials 2008 - 2010
JP Morgan Chase August 2006 - June 2009
Morgan Stanley Wealth Management June 2001 - June 2003
A.G. Edwards June 2001 - June 2003
Merrill Lynch June 1990 - January 2000
Lehman Brothers July 1987 - January 1990
Skills
Social Networking, Social Media Marketing, Marketing Strategy, Public Speaking, Online Advertising, Screen Printing, Social Media, Delivering Results, Project Management, Public Relations, Event Management, Microsoft Office, Sales Management, Customer Service, Online Marketing, Strategic Planning, Retail, Business Development, New Business Development, Entrepreneurship, Blogging, Business Strategy, Sales, Budgets, Editing, Research, Fundraising, Coaching, Start-ups, Management, Leadership, Event Planning, Email Marketing, Web Design, Team Building, Marketing, Photoshop, Advertising, Facebook, Business Planning, SEO, Nonprofits, Small Business
Education
Princeton University
MS
Cannaflage LLC January 2004 - Present
Standard Cement Materials 2008 - 2010
JP Morgan Chase August 2006 - June 2009
Morgan Stanley Wealth Management June 2001 - June 2003
A.G. Edwards June 2001 - June 2003
Merrill Lynch June 1990 - January 2000
Lehman Brothers July 1987 - January 1990
Skills
Social Networking, Social Media Marketing, Marketing Strategy, Public Speaking, Online Advertising, Screen Printing, Social Media, Delivering Results, Project Management, Public Relations, Event Management, Microsoft Office, Sales Management, Customer Service, Online Marketing, Strategic Planning, Retail, Business Development, New Business Development, Entrepreneurship, Blogging, Business Strategy, Sales, Budgets, Editing, Research, Fundraising, Coaching, Start-ups, Management, Leadership, Event Planning, Email Marketing, Web Design, Team Building, Marketing, Photoshop, Advertising, Facebook, Business Planning, SEO, Nonprofits, Small Business
Education
Princeton University
MS
Shannon Grimsley Shannon Grimsley's Morgan Stanley Wealth Management Experience June 2013 - August 2013
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley Wealth Management June 2013 - August 2013
Zwanger-Pesiri Radiology May 2012 - August 2012
Skills
Proficient in Microsoft..., Basic knowledge of..., Series 7, Series 63, Series 52, Fixed Income
Education
Quinnipiac University 2010 — 2014
Bachelor of Arts (B.A.), Mathematics
Morgan Stanley June 2014 - Present
Morgan Stanley Wealth Management June 2013 - August 2013
Zwanger-Pesiri Radiology May 2012 - August 2012
Skills
Proficient in Microsoft..., Basic knowledge of..., Series 7, Series 63, Series 52, Fixed Income
Education
Quinnipiac University 2010 — 2014
Bachelor of Arts (B.A.), Mathematics
Wyatt T. Brown Wyatt T. Brown's Morgan Stanley Wealth Management Experience June 2001 - November 2002
Job Senior Global Sourcing Executive
Industry Pharmaceuticals
Experience
Novartis Pharmaceuticals June 2010 - Present
Novartis Pharmaceuticals Corporation November 2005 - September 2010
ADP November 2002 - November 2005
Morgan Stanley Wealth Management June 2001 - November 2002
Skills
Strategic Sourcing, Vendor Management, Strategy, Procurement, Sourcing, Global Sourcing, Cross-functional Team..., Outsourcing, Management, Change Management, Program Management, Process Improvement, Pharmaceutical Industry, Supply Management, Negotiation, Contract Negotiation
Education
Rutgers University School of Law - Newark 2006 — 2010
JD, Business Law
Rutgers, The State University of New Jersey-Newark 2003 — 2006
MBA, Finance and Global Management
Novartis Pharmaceuticals June 2010 - Present
Novartis Pharmaceuticals Corporation November 2005 - September 2010
ADP November 2002 - November 2005
Morgan Stanley Wealth Management June 2001 - November 2002
Skills
Strategic Sourcing, Vendor Management, Strategy, Procurement, Sourcing, Global Sourcing, Cross-functional Team..., Outsourcing, Management, Change Management, Program Management, Process Improvement, Pharmaceutical Industry, Supply Management, Negotiation, Contract Negotiation
Education
Rutgers University School of Law - Newark 2006 — 2010
JD, Business Law
Rutgers, The State University of New Jersey-Newark 2003 — 2006
MBA, Finance and Global Management
John Vander Zee John Vander Zee's Morgan Stanley Wealth Management Experience May 1996 - Present
Job Managing Director, Chief Operating Officer Global Sports and Entertainment Group, Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 1996 - Present
Skills
Business Strategy, Business Planning, Risk Management, Wealth Management, Program Management, Management Consulting, Vendor Management, Business Process..., Business Development, Entrepreneurship, Merger Integration, Strategic Partnerships, Financial Advisory, Financial Analysis, Governance, Leadership Development, Strategic Planning, Chief Operating Officer, High Net Worth..., Telecommunications, Business Continuity, Event Management, Corporate Management, Product Development, Outsourcing, Corporate Turnarounds, Chief Administrative..., R&D, New Business Launches, Technology Management, Strategic Initiatives, Talent Acquisition, Crisis Management, Compliance Management, Organizational..., Strategic Analysis, Business Renovation, Re-engineering, Contract Negotiation, Advanced Technology, Retail Banking, Sports Management, Strategy
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Mathematics and Computer Science
University of Pennsylvania - The Wharton School
MBA
University of Southern California
MS, Computer Science
Morgan Stanley Wealth Management May 1996 - Present
Skills
Business Strategy, Business Planning, Risk Management, Wealth Management, Program Management, Management Consulting, Vendor Management, Business Process..., Business Development, Entrepreneurship, Merger Integration, Strategic Partnerships, Financial Advisory, Financial Analysis, Governance, Leadership Development, Strategic Planning, Chief Operating Officer, High Net Worth..., Telecommunications, Business Continuity, Event Management, Corporate Management, Product Development, Outsourcing, Corporate Turnarounds, Chief Administrative..., R&D, New Business Launches, Technology Management, Strategic Initiatives, Talent Acquisition, Crisis Management, Compliance Management, Organizational..., Strategic Analysis, Business Renovation, Re-engineering, Contract Negotiation, Advanced Technology, Retail Banking, Sports Management, Strategy
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Mathematics and Computer Science
University of Pennsylvania - The Wharton School
MBA
University of Southern California
MS, Computer Science
Lou Ellis, CFP®, ChFC® Lou Ellis, CFP®, ChFC®'s Morgan Stanley Wealth Management Experience December 1997 - January 2013
Job First Vice President Investments, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2013 - Present
Morgan Stanley Wealth Management December 1997 - January 2013
Skills
Investments, Retirement Planning, Insurance, Financial Analysis, Asset Allocation, Mutual Funds, Financial Services, Retirement, Financial Advisory, 401k Rollovers, IRAs, Investment Strategies, 529 Plans, Securities, Risk Management, ETFs, Investmenrt Planning, Estate Investment..., Wealth Preservation..., Asset Management, Portfolio Management, Financial Planning
Education
Roanoke College
Bachelor's Degree, Economics, Cum Laude
Wells Fargo Advisors, LLC January 2013 - Present
Morgan Stanley Wealth Management December 1997 - January 2013
Skills
Investments, Retirement Planning, Insurance, Financial Analysis, Asset Allocation, Mutual Funds, Financial Services, Retirement, Financial Advisory, 401k Rollovers, IRAs, Investment Strategies, 529 Plans, Securities, Risk Management, ETFs, Investmenrt Planning, Estate Investment..., Wealth Preservation..., Asset Management, Portfolio Management, Financial Planning
Education
Roanoke College
Bachelor's Degree, Economics, Cum Laude
Randy Sipkema's Morgan Stanley Wealth Management Experience 2006 - 2009
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Wells Fargo Advisors April 2013 - July 2015
Land O'Lakes 2010 - 2012
Morgan Stanley Wealth Management 2006 - 2009
Kent Nutrition Group 2003 - 2006
Land O'Lakes 2000 - 2003
Koch Industries January 1998 - December 1999
BP 1991 - 1997
BP 1987 - 1991
Nestlé Purina North America 1982 - 1987
Education
Purdue University 1978 — 1982
Bachelor of Science, Graduated Summa cum Laude, Ag Education/Ag Economics, 5.94/6.0 scale
Continuing Education
Wells Fargo Advisors April 2013 - July 2015
Land O'Lakes 2010 - 2012
Morgan Stanley Wealth Management 2006 - 2009
Kent Nutrition Group 2003 - 2006
Land O'Lakes 2000 - 2003
Koch Industries January 1998 - December 1999
BP 1991 - 1997
BP 1987 - 1991
Nestlé Purina North America 1982 - 1987
Education
Purdue University 1978 — 1982
Bachelor of Science, Graduated Summa cum Laude, Ag Education/Ag Economics, 5.94/6.0 scale
Continuing Education
Seth Adams Seth Adams's Morgan Stanley Wealth Management Experience July 2008 - September 2013
Job Financial Advisor Portfolio Manager at UBS Wealth Management
Industry Financial Services
Experience
UBS Financial Services September 2013 - Present
Morgan Stanley Wealth Management July 2008 - September 2013
Education
Providence College 1993 — 1997
Bachelors, Business Management
Daniel Hand High School 1989 — 1993
UBS Financial Services September 2013 - Present
Morgan Stanley Wealth Management July 2008 - September 2013
Education
Providence College 1993 — 1997
Bachelors, Business Management
Daniel Hand High School 1989 — 1993
Shelley Chen Shelley Chen's Morgan Stanley Wealth Management Experience January 2014 - Present
Job Vice President Morgan Stanley Wealth Management and Investment Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Wealth Management July 2012 - Present
Morgan Stanley February 2011 - July 2012
Morgan Stanley June 2009 - January 2011
Accenture January 2007 - January 2011
HSBC September 2008 - May 2009
American Express June 2008 - September 2008
JPMC August 2007 - June 2008
Verizon March 2007 - July 2007
Skills
Program Management, Business Process, SDLC, Portfolio Management, Management Consulting, Executive Reporting, Financial Reporting, Business Process..., Data Analysis, Hands-on Problem Solver, Strategic Planning, Quality Center, Project Portfolio..., Process Automation, UAT coordination, Analytics
Education
Rutgers University-New Brunswick 2002 — 2006
BA, Information Technology and Informatics
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Wealth Management July 2012 - Present
Morgan Stanley February 2011 - July 2012
Morgan Stanley June 2009 - January 2011
Accenture January 2007 - January 2011
HSBC September 2008 - May 2009
American Express June 2008 - September 2008
JPMC August 2007 - June 2008
Verizon March 2007 - July 2007
Skills
Program Management, Business Process, SDLC, Portfolio Management, Management Consulting, Executive Reporting, Financial Reporting, Business Process..., Data Analysis, Hands-on Problem Solver, Strategic Planning, Quality Center, Project Portfolio..., Process Automation, UAT coordination, Analytics
Education
Rutgers University-New Brunswick 2002 — 2006
BA, Information Technology and Informatics
Scott Mandel Scott Mandel's Morgan Stanley Wealth Management Experience August 2013 - Present
Job VP / Project Manager Investment Platforms at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2013 - Present
Morgan Stanley Smith Barney November 2010 - 2013
KPMG International April 2010 - October 2010
Monticello Motor Club March 2008 - March 2010
MedMatics November 2008 - January 2009
Merrill Lynch March 2005 - March 2008
Sungard Trading Systems 2004 - 2005
Ameritrade 2002 - 2003
Datek Online 2000 - 2003
TD Waterhouse January 1995 - October 1997
Skills
Integrated Marketing, Project Management, Account Management, Quality Assurance, Risk Management, Security, SDLC, Project Portfolio..., Software Project..., Vendor Management, Outsourcing, Telecommunications, Business Analysis, Call Centers, CRM, IT Strategy, Agile Methodologies, Cross-functional Team..., Program Management, Customer Service, SQL, Trading Systems, Management, PMO
Education
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1994
BS, Administration of Justice
marlboro high school 1986 — 1990
Morgan Stanley Wealth Management August 2013 - Present
Morgan Stanley Smith Barney November 2010 - 2013
KPMG International April 2010 - October 2010
Monticello Motor Club March 2008 - March 2010
MedMatics November 2008 - January 2009
Merrill Lynch March 2005 - March 2008
Sungard Trading Systems 2004 - 2005
Ameritrade 2002 - 2003
Datek Online 2000 - 2003
TD Waterhouse January 1995 - October 1997
Skills
Integrated Marketing, Project Management, Account Management, Quality Assurance, Risk Management, Security, SDLC, Project Portfolio..., Software Project..., Vendor Management, Outsourcing, Telecommunications, Business Analysis, Call Centers, CRM, IT Strategy, Agile Methodologies, Cross-functional Team..., Program Management, Customer Service, SQL, Trading Systems, Management, PMO
Education
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1994
BS, Administration of Justice
marlboro high school 1986 — 1990
Pablo Galarza's Morgan Stanley Wealth Management Experience November 2009 - January 2013
Job Director of Marketing and Communications at Water Island Capital
Industry Investment Management
Experience
Water Island Capital, LLC June 2014 - Present
Puppydog Products March 2013 - Present
Project G Communications February 2013 - Present
Morgan Stanley Wealth Management November 2009 - January 2013
Citigroup May 2007 - November 2009
Citigroup March 2005 - May 2007
Money April 1998 - February 2005
SmartMoney.com October 1996 - April 1998
Financial World July 1995 - September 1996
Investor's Business Daily October 1993 - July 1995
Skills
Web Content, Corporate Communications, Writing, Social Media, Marketing Communications, Strategic Communications, Integrated Marketing, Social Media Marketing, Speech Writing, Editing, Content Development, Content Strategy, Market Research, Financial Services, Marketing, Strategy, Publications, Magazines, Editorial, Mutual Funds, Internal Communications, Publishing, Media Relations, Blogging, Digital Media, Copywriting, Television, New Media
Education
Rutgers College
B.A, English Literature
Rutgers, The State University of New Jersey-New Brunswick
BA, English
Water Island Capital, LLC June 2014 - Present
Puppydog Products March 2013 - Present
Project G Communications February 2013 - Present
Morgan Stanley Wealth Management November 2009 - January 2013
Citigroup May 2007 - November 2009
Citigroup March 2005 - May 2007
Money April 1998 - February 2005
SmartMoney.com October 1996 - April 1998
Financial World July 1995 - September 1996
Investor's Business Daily October 1993 - July 1995
Skills
Web Content, Corporate Communications, Writing, Social Media, Marketing Communications, Strategic Communications, Integrated Marketing, Social Media Marketing, Speech Writing, Editing, Content Development, Content Strategy, Market Research, Financial Services, Marketing, Strategy, Publications, Magazines, Editorial, Mutual Funds, Internal Communications, Publishing, Media Relations, Blogging, Digital Media, Copywriting, Television, New Media
Education
Rutgers College
B.A, English Literature
Rutgers, The State University of New Jersey-New Brunswick
BA, English
Ankit Sarkar Ankit Sarkar's Morgan Stanley Wealth Management Experience May 2014 - Present
Job Student at Princeton University
Industry
Experience
Morgan Stanley Wealth Management May 2014 - Present
Tiger Capital Management LLP April 2014 - Present
Montgomery Investment Management LLP June 2011 - August 2013
Game Time Tennis, Inc. May 2011 - June 2013
Office of Administrative Aides and Quality Control, Maryland Circuit Court June 2012 - August 2012
Skills
Portfolio Management, Value Investing, Equities, Financial Modeling, Economics
Education
Princeton University 2013 — 2017
Bachelor of Arts (B.A.), Economics with Certificate in Finance
Richard Montgomery High School 2009 — 2013
Bilingual International Baccalaureate Diploma (Spanish), 3.99
Morgan Stanley Wealth Management May 2014 - Present
Tiger Capital Management LLP April 2014 - Present
Montgomery Investment Management LLP June 2011 - August 2013
Game Time Tennis, Inc. May 2011 - June 2013
Office of Administrative Aides and Quality Control, Maryland Circuit Court June 2012 - August 2012
Skills
Portfolio Management, Value Investing, Equities, Financial Modeling, Economics
Education
Princeton University 2013 — 2017
Bachelor of Arts (B.A.), Economics with Certificate in Finance
Richard Montgomery High School 2009 — 2013
Bilingual International Baccalaureate Diploma (Spanish), 3.99
Bertani Michael Bertani Michael's Morgan Stanley Wealth Management Experience May 2005 - December 2005
Job Assistant Portfolio and Trading Manager
Industry Financial Services
Experience
Federated MDT Advisers April 2015 - Present
Federated MDT Advisers January 2013 - Present
Federated MDT Advisers October 2008 - January 2013
Federated MDT Advisers February 2006 - October 2008
Morgan Stanley Wealth Management May 2005 - December 2005
Design Partnership of Cambridge August 2000 - May 2004
Skills
Bloomberg, Equities, Investments, Financial Modeling, Fixed Income, Portfolio Management, Asset Management, Asset Allocation, Strategic Financial..., Finance, Financial Planning, Mutual Funds, Trading, Management
Education
Roger Williams University
Bachelor's Degree, Financial Services, Minor in Architecture
Federated MDT Advisers April 2015 - Present
Federated MDT Advisers January 2013 - Present
Federated MDT Advisers October 2008 - January 2013
Federated MDT Advisers February 2006 - October 2008
Morgan Stanley Wealth Management May 2005 - December 2005
Design Partnership of Cambridge August 2000 - May 2004
Skills
Bloomberg, Equities, Investments, Financial Modeling, Fixed Income, Portfolio Management, Asset Management, Asset Allocation, Strategic Financial..., Finance, Financial Planning, Mutual Funds, Trading, Management
Education
Roger Williams University
Bachelor's Degree, Financial Services, Minor in Architecture
Matthew Byrnes Matthew Byrnes's Morgan Stanley Wealth Management Experience July 2012 - August 2012
Job Financial Services Professional
Industry Financial Services
Experience
AllianceBernstein July 2014 - Present
ING Financial Partners 2013 - 2014
Morgan Stanley Wealth Management July 2012 - August 2012
Skills
Financial Analysis, Financial Markets, Hold Series 7, Hold Series 66, Investments, Portfolio Management, Strategic Financial..., Wealth Management, Retirement Planning, Finance
Education
Providence College 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Christian Brothers Academy 2005 — 2009
AllianceBernstein July 2014 - Present
ING Financial Partners 2013 - 2014
Morgan Stanley Wealth Management July 2012 - August 2012
Skills
Financial Analysis, Financial Markets, Hold Series 7, Hold Series 66, Investments, Portfolio Management, Strategic Financial..., Wealth Management, Retirement Planning, Finance
Education
Providence College 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Christian Brothers Academy 2005 — 2009
Diana Lohrer Diana Lohrer's Morgan Stanley Wealth Management Experience March 2013 - June 2015
Job Senior Internal Wholesaler at BNY Mellon Dreyfus
Industry Financial Services
Experience
BNY Mellon Dreyfus July 2015 - Present
Morgan Stanley Wealth Management March 2013 - June 2015
Morgan Stanley Wealth Management June 2012 - March 2013
Morgan Stanley Smith Barney January 2012 - June 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Skills
Series 7, Uniform Combined State..., Mutual Funds, Securities, FINRA, Fixed Income, Series 66, Equities, Alternative Investments, Retirement Planning, Social Media, Financial Planning, Life, Accident and..., Sales, Project Management, Able to Multi-Task, Problem Solving
Education
Providence College 2008 — 2012
Bachelor of Science (B.S.) in Marketing, Minor in Mathematics
BNY Mellon Dreyfus July 2015 - Present
Morgan Stanley Wealth Management March 2013 - June 2015
Morgan Stanley Wealth Management June 2012 - March 2013
Morgan Stanley Smith Barney January 2012 - June 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Skills
Series 7, Uniform Combined State..., Mutual Funds, Securities, FINRA, Fixed Income, Series 66, Equities, Alternative Investments, Retirement Planning, Social Media, Financial Planning, Life, Accident and..., Sales, Project Management, Able to Multi-Task, Problem Solving
Education
Providence College 2008 — 2012
Bachelor of Science (B.S.) in Marketing, Minor in Mathematics
Daniel Zalewski Daniel Zalewski's Morgan Stanley Wealth Management Experience January 2014 - August 2014
Job Soon to be Graduate
Industry Higher Education
Experience
Providence College August 2012 - Present
Morgan Stanley Wealth Management January 2014 - August 2014
FLEXcon May 2012 - August 2012
Price Chopper July 2009 - May 2012
Vector Marketing May 2011 - March 2012
Papa Gino’s January 2011 - January 2012
Skills
Aviation, Microsoft Office, Windows 7, Technology, Organization, Management, Finance, Stock Market, Financial Advisory, Microsoft Excel, Sales, Time Management
Education
Providence College 2011 — 2015
Bachelor of Science (BS) and Bachelor of Arts (BA), Finance, Economics
Bartlett Jr/Sr High School 2008 — 2011
Providence College August 2012 - Present
Morgan Stanley Wealth Management January 2014 - August 2014
FLEXcon May 2012 - August 2012
Price Chopper July 2009 - May 2012
Vector Marketing May 2011 - March 2012
Papa Gino’s January 2011 - January 2012
Skills
Aviation, Microsoft Office, Windows 7, Technology, Organization, Management, Finance, Stock Market, Financial Advisory, Microsoft Excel, Sales, Time Management
Education
Providence College 2011 — 2015
Bachelor of Science (BS) and Bachelor of Arts (BA), Finance, Economics
Bartlett Jr/Sr High School 2008 — 2011
Gordon Zobel Gordon Zobel's Morgan Stanley Wealth Management Experience October 2012 - July 2013
Job Trading Representative at Wells Fargo Advisors
Industry Executive Office
Experience
Wells Fargo Advisors June 2014 - Present
Morgan Stanley Wealth Management October 2012 - July 2013
Edward Jones Investments February 2010 - October 2012
Kimball International July 2010 - September 2011
Bella Vita Wines, LLC March 2007 - June 2009
Color-Art September 1993 - May 2006
Hoelscher-Wernig, Inc. January 1984 - September 1993
Skills
Sales, Sales Management, Selling, Account Management, Strategic Planning, Sales Process, Pricing, New Business Development, Negotiation, Business Planning, Retirement Planning, Sales Presentations, Strategic Financial...
Education
Rockhurst University
BSBA, MARKETING
Wells Fargo Advisors June 2014 - Present
Morgan Stanley Wealth Management October 2012 - July 2013
Edward Jones Investments February 2010 - October 2012
Kimball International July 2010 - September 2011
Bella Vita Wines, LLC March 2007 - June 2009
Color-Art September 1993 - May 2006
Hoelscher-Wernig, Inc. January 1984 - September 1993
Skills
Sales, Sales Management, Selling, Account Management, Strategic Planning, Sales Process, Pricing, New Business Development, Negotiation, Business Planning, Retirement Planning, Sales Presentations, Strategic Financial...
Education
Rockhurst University
BSBA, MARKETING
Kevin Tremor Kevin Tremor's Morgan Stanley Wealth Management Experience August 2006 - Present
Job Registered Associate
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2006 - Present
Ocean State of Mind Travel May 2006 - Present
MFS Investment Management May 2005 - August 2006
Skills
Investments, Mutual Funds, Series 7, Strategic Financial..., Estate Planning, Customer Relations, Customer Service, New Business Development, Financial Planning, Series 63, Retirement Planning, Brokerage, Market Research, Investment Research, Financial Analysis, Financial Advisory, Financial Services, Finance, Wealth Management, Portfolio Management, Retirement, Securities, Asset Allocation, Asset Management, Alternative Investments, Investment Strategies, Equities, Fixed Income, Investment Advisory, Bloomberg, Hedge Funds, Trading
Education
Providence College 2001 — 2005
Bachelor's Degree, Finance, General
Morgan Stanley Wealth Management August 2006 - Present
Ocean State of Mind Travel May 2006 - Present
MFS Investment Management May 2005 - August 2006
Skills
Investments, Mutual Funds, Series 7, Strategic Financial..., Estate Planning, Customer Relations, Customer Service, New Business Development, Financial Planning, Series 63, Retirement Planning, Brokerage, Market Research, Investment Research, Financial Analysis, Financial Advisory, Financial Services, Finance, Wealth Management, Portfolio Management, Retirement, Securities, Asset Allocation, Asset Management, Alternative Investments, Investment Strategies, Equities, Fixed Income, Investment Advisory, Bloomberg, Hedge Funds, Trading
Education
Providence College 2001 — 2005
Bachelor's Degree, Finance, General
Ardell Montgomery, MBA Ardell Montgomery, MBA's Morgan Stanley Wealth Management Experience April 2012 - December 2012
Job Branch Manager at FedEx Employees Credit Association
Industry Financial Services
Experience
FedEx Employees Credit Association January 2015 - Present
USX Federal Credit Union August 2013 - January 2015
PNC January 2013 - August 2013
Morgan Stanley Wealth Management April 2012 - December 2012
Clearview Federal Credit Union September 2006 - April 2012
ServiceLink June 2006 - September 2006
New Alliance Federal Credit Union October 2002 - May 2006
Education
University of Scranton 2009 — 2011
Masters, Business Administration, 3.84 GPA
Robert Morris University 2004 — 2006
B.S.B.A., Finance, 3.90 GPA
FedEx Employees Credit Association January 2015 - Present
USX Federal Credit Union August 2013 - January 2015
PNC January 2013 - August 2013
Morgan Stanley Wealth Management April 2012 - December 2012
Clearview Federal Credit Union September 2006 - April 2012
ServiceLink June 2006 - September 2006
New Alliance Federal Credit Union October 2002 - May 2006
Education
University of Scranton 2009 — 2011
Masters, Business Administration, 3.84 GPA
Robert Morris University 2004 — 2006
B.S.B.A., Finance, 3.90 GPA
Peterson Hostetler's Morgan Stanley Wealth Management Experience June 2011 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2011 - Present
McCallie School June 2008 - June 2011
Rock Marine June 2006 - October 2009
Advantage Services Group December 2005 - February 2008
Power Ten Rowing October 2006 - December 2007
Skills
Coaching, Sales, Marketing, Sailing, Customer Service, Account Management, Business Development, Community Outreach, Data Analysis, Entrepreneurship, Finance, Financial Analysis, Financial Services, Fundraising, Insurance, Leadership, Management, Leadership Development, Nonprofits, Public Speaking, Small Business, Volunteer Management, Event Planning, Microsoft Excel, Marketing Strategy, Mentoring
Education
Rollins College 2002 — 2006
A.B., Philosophy
McCallie
Morgan Stanley Wealth Management June 2011 - Present
McCallie School June 2008 - June 2011
Rock Marine June 2006 - October 2009
Advantage Services Group December 2005 - February 2008
Power Ten Rowing October 2006 - December 2007
Skills
Coaching, Sales, Marketing, Sailing, Customer Service, Account Management, Business Development, Community Outreach, Data Analysis, Entrepreneurship, Finance, Financial Analysis, Financial Services, Fundraising, Insurance, Leadership, Management, Leadership Development, Nonprofits, Public Speaking, Small Business, Volunteer Management, Event Planning, Microsoft Excel, Marketing Strategy, Mentoring
Education
Rollins College 2002 — 2006
A.B., Philosophy
McCallie
Mallory Surpless's Morgan Stanley Wealth Management Experience September 2012 - February 2013
Job Business Development & Customer Success @ Tradecraft
Industry Information Technology and Services
Experience
Tradecraft September 2015 - Present
Morgan Stanley November 2013 - September 2015
Menlo School March 2013 - May 2015
Morgan Stanley March 2013 - October 2013
Morgan Stanley Wealth Management September 2012 - February 2013
Thumbprint Marketing January 2012 - April 2012
Florida Center for Reading Research October 2011 - December 2011
Rollins College August 2008 - December 2011
Friends of the Orphans May 2011 - August 2011
Northwestern University May 2010 - August 2010
Skills
Microsoft Office, Strategic Planning, Microsoft Excel, SPSS, Adobe Fireworks, Stock Plan Services, Public Relations, Event Management, Event Planning, Management, Proposal Writing, Marketing Strategy, Research, PowerPoint, Marketing, Social Media, Training, Project Management, Public Speaking
Education
Rollins College 2008 — 2011
Bachelor of Arts (B.A.)
Rollins College 2008 — 2011
Bachelor of Arts (B.A.), Psychology
Mallory G. Surpless
Tradecraft September 2015 - Present
Morgan Stanley November 2013 - September 2015
Menlo School March 2013 - May 2015
Morgan Stanley March 2013 - October 2013
Morgan Stanley Wealth Management September 2012 - February 2013
Thumbprint Marketing January 2012 - April 2012
Florida Center for Reading Research October 2011 - December 2011
Rollins College August 2008 - December 2011
Friends of the Orphans May 2011 - August 2011
Northwestern University May 2010 - August 2010
Skills
Microsoft Office, Strategic Planning, Microsoft Excel, SPSS, Adobe Fireworks, Stock Plan Services, Public Relations, Event Management, Event Planning, Management, Proposal Writing, Marketing Strategy, Research, PowerPoint, Marketing, Social Media, Training, Project Management, Public Speaking
Education
Rollins College 2008 — 2011
Bachelor of Arts (B.A.)
Rollins College 2008 — 2011
Bachelor of Arts (B.A.), Psychology
Mallory G. Surpless
Sarab Shamoon-Springer Sarab Shamoon-Springer's Morgan Stanley Wealth Management Experience June 2013 - Present
Job Assistant Vice President, Financial Planning Training Consultant at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2013 - Present
Morgan Stanley Wealth Management February 2013 - June 2013
Morgan Stanley Wealth Management June 2012 - January 2013
Morgan Stanley Smith Barney June 2010 - June 2012
Ameriprise Financial April 2008 - June 2010
Skills
Mutual Funds, Retirement Planning, Investments, Series 7, Series 63, Asset Allocation, IRAs, Sales, Sales Operations, Wealth Management, Strategic Financial..., Asset Management, Financial Advisory, Portfolio Management, Securities, Retirement, Asset Managment, Wealth Management..., Financial Services, Finance, Equities, Wealth
Education
Rutgers University-New Brunswick 2002 — 2006
BA
Morgan Stanley Wealth Management June 2013 - Present
Morgan Stanley Wealth Management February 2013 - June 2013
Morgan Stanley Wealth Management June 2012 - January 2013
Morgan Stanley Smith Barney June 2010 - June 2012
Ameriprise Financial April 2008 - June 2010
Skills
Mutual Funds, Retirement Planning, Investments, Series 7, Series 63, Asset Allocation, IRAs, Sales, Sales Operations, Wealth Management, Strategic Financial..., Asset Management, Financial Advisory, Portfolio Management, Securities, Retirement, Asset Managment, Wealth Management..., Financial Services, Finance, Equities, Wealth
Education
Rutgers University-New Brunswick 2002 — 2006
BA
Alicia Andre Alicia Andre's Morgan Stanley Wealth Management Experience May 2015 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2015 - Present
Boston Private Wealth August 2013 - May 2015
Silver Bridge April 1993 - July 2013
Boston Safe Deposit and Trust 1988 - 1993
Excalibur Ventures September 1986 - 1988
Skills
Financial Analysis, Investments, Wealth Management, Asset Allocation, Event Planning, Portfolio Management, Strategic Financial..., Equities, Asset Managment, Corporate Finance, Mergers, Due Diligence
Education
Rochester Institute of Technology 1983 — 1985
Master of Business Administration (MBA), Finance, General
Rochester Institute of Technology 1979 — 1983
Bachelor of Science (B.S.), Business Administration and Management, General
CFA Institute 1990 — 1991
Chartered Financial Analyst
Morgan Stanley Wealth Management May 2015 - Present
Boston Private Wealth August 2013 - May 2015
Silver Bridge April 1993 - July 2013
Boston Safe Deposit and Trust 1988 - 1993
Excalibur Ventures September 1986 - 1988
Skills
Financial Analysis, Investments, Wealth Management, Asset Allocation, Event Planning, Portfolio Management, Strategic Financial..., Equities, Asset Managment, Corporate Finance, Mergers, Due Diligence
Education
Rochester Institute of Technology 1983 — 1985
Master of Business Administration (MBA), Finance, General
Rochester Institute of Technology 1979 — 1983
Bachelor of Science (B.S.), Business Administration and Management, General
CFA Institute 1990 — 1991
Chartered Financial Analyst
Robert Logozio Robert Logozio's Morgan Stanley Wealth Management Experience October 2012 - December 2012
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors October 2013 - Present
Morgan Stanley Wealth Management October 2012 - December 2012
Merrill Lynch June 2012 - August 2012
Team Electric Corporation May 2008 - August 2011
Quinnipiac University September 2010 - May 2011
Skills
Microsoft Office, Microsoft Excel, Finance, PowerPoint, Microsoft Word, Time Management, Access, Outlook, Customer Service, Public Speaking, Leadership, Financial Analysis, Data Analysis, Market Research, Analysis, Teamwork, Life Insurance, Retirement, Retirement Planning, Risk Management, Investments, Insurance, Fixed Annuities, Securities, Financial Advisory, Estate Planning, Strategic Financial..., Asset Management, Financial Modeling, Portfolio Management
Education
Quinnipiac University 2009 — 2013
Bachelor of Science (BS), Finance
Quinnipiac University - School of Business 2009 — 2013
Bachelor of Science (BS), Finance
University of Westminster 2011 — 2011
Bachelor of Science (BS), Finance and Financial Management Services
AXA Advisors October 2013 - Present
Morgan Stanley Wealth Management October 2012 - December 2012
Merrill Lynch June 2012 - August 2012
Team Electric Corporation May 2008 - August 2011
Quinnipiac University September 2010 - May 2011
Skills
Microsoft Office, Microsoft Excel, Finance, PowerPoint, Microsoft Word, Time Management, Access, Outlook, Customer Service, Public Speaking, Leadership, Financial Analysis, Data Analysis, Market Research, Analysis, Teamwork, Life Insurance, Retirement, Retirement Planning, Risk Management, Investments, Insurance, Fixed Annuities, Securities, Financial Advisory, Estate Planning, Strategic Financial..., Asset Management, Financial Modeling, Portfolio Management
Education
Quinnipiac University 2009 — 2013
Bachelor of Science (BS), Finance
Quinnipiac University - School of Business 2009 — 2013
Bachelor of Science (BS), Finance
University of Westminster 2011 — 2011
Bachelor of Science (BS), Finance and Financial Management Services
Rick Akbar Rick Akbar's Morgan Stanley Wealth Management Experience August 2008 - July 2013
Job Client Service Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2013 - Present
Morgan Stanley Wealth Management August 2008 - July 2013
Merrill Lynch April 2007 - August 2008
Merrill Lynch September 2006 - April 2007
Skills
Equities, Fixed Income, Middle Office, Options, Securities, FINRA, Series 7, Account Reconciliation, Equity Trading, Microsoft Excel, PowerPoint, Outlook, ETFs, Uniform Combined State..., Auditing, External Audit, Financial Audits, Tax Preparation, SDLC, Business Analysis, Business Requirements, Requirements Gathering, Requirements Management, BRD, User Acceptance Testing, DTC, CFTC, Financial Accounting, Fundamental Analysis, Cost Accounting, GAAP, Oasys, Omgeo Oasys, Euroclear, Crest, Block Trading, ADRs, Microsoft Word, OTC, Derivatives, FX trading, Straight Through..., Financial Analysis, Client Service, Cross Selling, Up-selling, Private Banking, Client Services
Education
Villanova University
Master of Business Administration (M.B.A.), Finance, General
Villanova University
M.S., Accounting & Professional Consultancy
Rutgers, The State University of New Jersey-New Brunswick
B.S., Accounting
JPMorgan Chase July 2013 - Present
Morgan Stanley Wealth Management August 2008 - July 2013
Merrill Lynch April 2007 - August 2008
Merrill Lynch September 2006 - April 2007
Skills
Equities, Fixed Income, Middle Office, Options, Securities, FINRA, Series 7, Account Reconciliation, Equity Trading, Microsoft Excel, PowerPoint, Outlook, ETFs, Uniform Combined State..., Auditing, External Audit, Financial Audits, Tax Preparation, SDLC, Business Analysis, Business Requirements, Requirements Gathering, Requirements Management, BRD, User Acceptance Testing, DTC, CFTC, Financial Accounting, Fundamental Analysis, Cost Accounting, GAAP, Oasys, Omgeo Oasys, Euroclear, Crest, Block Trading, ADRs, Microsoft Word, OTC, Derivatives, FX trading, Straight Through..., Financial Analysis, Client Service, Cross Selling, Up-selling, Private Banking, Client Services
Education
Villanova University
Master of Business Administration (M.B.A.), Finance, General
Villanova University
M.S., Accounting & Professional Consultancy
Rutgers, The State University of New Jersey-New Brunswick
B.S., Accounting
Carter Westfall's Morgan Stanley Wealth Management Experience June 2003 - August 2003
Job Vice President, International at Pac12 Conference
Industry Sports
Experience
Pac-12 Conference August 2015 - Present
Sacramento Kings August 2014 - August 2015
National Basketball Association (NBA) June 2010 - August 2014
Helios Partners February 2005 - May 2010
Morgan Stanley Wealth Management June 2003 - August 2003
Camp Dudley YMCA June 2002 - August 2002
Rutgers University January 2001 - March 2002
Davidson College July 2000 - December 2000
Hardware.com June 1999 - June 2000
Salomon Smith Barney August 1996 - February 1999
Skills
Sports Marketing, Sports, Sponsorship, Sports Management, Marketing, Social Media, Marketing Strategy, Strategic Planning, Event Management, Public Speaking, Event Planning, Business Development, Social Media Marketing, Integrated Marketing, New Business Development, Leadership, Brand Management, Sponsorship Sales, Strategic Partnerships, Market Research, Media Relations, Management, Marketing Communications, Brand Development, Sponsorship Activation
Education
UCLA Anderson School of Management 2002 — 2004
MBA, Marketing
Princeton University 1992 — 1996
AB, English
Summit High
Pac-12 Conference August 2015 - Present
Sacramento Kings August 2014 - August 2015
National Basketball Association (NBA) June 2010 - August 2014
Helios Partners February 2005 - May 2010
Morgan Stanley Wealth Management June 2003 - August 2003
Camp Dudley YMCA June 2002 - August 2002
Rutgers University January 2001 - March 2002
Davidson College July 2000 - December 2000
Hardware.com June 1999 - June 2000
Salomon Smith Barney August 1996 - February 1999
Skills
Sports Marketing, Sports, Sponsorship, Sports Management, Marketing, Social Media, Marketing Strategy, Strategic Planning, Event Management, Public Speaking, Event Planning, Business Development, Social Media Marketing, Integrated Marketing, New Business Development, Leadership, Brand Management, Sponsorship Sales, Strategic Partnerships, Market Research, Media Relations, Management, Marketing Communications, Brand Development, Sponsorship Activation
Education
UCLA Anderson School of Management 2002 — 2004
MBA, Marketing
Princeton University 1992 — 1996
AB, English
Summit High
Amrita Kaur Amrita Kaur's Morgan Stanley Wealth Management Experience September 2013 - May 2014
Job Financial Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2015 - Present
Goldman Sachs September 2014 - May 2015
Goldman Sachs May 2014 - August 2014
Morgan Stanley Wealth Management September 2013 - May 2014
Rutgers Business School September 2013 - May 2014
Tech Mahindra July 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Teamwork, Financial Accounting, Financial Analysis, Access, Visio, Economics, Analysis, Financial Modeling, Leadership, Finance
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2015
BS Accounting, BA Economics
Goldman Sachs July 2015 - Present
Goldman Sachs September 2014 - May 2015
Goldman Sachs May 2014 - August 2014
Morgan Stanley Wealth Management September 2013 - May 2014
Rutgers Business School September 2013 - May 2014
Tech Mahindra July 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Teamwork, Financial Accounting, Financial Analysis, Access, Visio, Economics, Analysis, Financial Modeling, Leadership, Finance
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2015
BS Accounting, BA Economics
Ron Sauvageau, CFP® Ron Sauvageau, CFP®'s Morgan Stanley Wealth Management Experience December 2000 - August 2003
Job Partner at Intrua Financial | Founder of Oil & Gas Leaders of Houston | Individualized financial planning for executives
Industry Financial Services
Experience
Intrua Financial June 2009 - Present
Merrill Lynch Private Client August 2003 - June 2009
Morgan Stanley Wealth Management December 2000 - August 2003
Skills
CERTIFIED FINANCIAL..., Investment Advisory, Financial Planning, Financial Advisory, Retirement Planning, Portfolio Management, Investments, Asset Allocation, Wealth Management, Estate Planning, Wealth Management..., Securities, Alternative Investments, Fixed Annuities, Mutual Funds, Finance, Risk Management, Strategic Financial..., Series 63, Series 7, FINRA, Asset Management, Financial Services, Wealth, Management, Leadership
Education
University of Minnesota-Twin Cities 1993 — 1997
BS, Applied Economics
Rice University 2002 — 2003
Certificate of Advanced Education, Finanical Planning
Intrua Financial June 2009 - Present
Merrill Lynch Private Client August 2003 - June 2009
Morgan Stanley Wealth Management December 2000 - August 2003
Skills
CERTIFIED FINANCIAL..., Investment Advisory, Financial Planning, Financial Advisory, Retirement Planning, Portfolio Management, Investments, Asset Allocation, Wealth Management, Estate Planning, Wealth Management..., Securities, Alternative Investments, Fixed Annuities, Mutual Funds, Finance, Risk Management, Strategic Financial..., Series 63, Series 7, FINRA, Asset Management, Financial Services, Wealth, Management, Leadership
Education
University of Minnesota-Twin Cities 1993 — 1997
BS, Applied Economics
Rice University 2002 — 2003
Certificate of Advanced Education, Finanical Planning
Max Kolligian Max Kolligian's Morgan Stanley Wealth Management Experience June 2014 - January 2015
Job Product Data Analyst at Converse
Industry Apparel & Fashion
Experience
Converse September 2015 - Present
Morgan Stanley Wealth Management June 2014 - January 2015
Skylight Homes June 2013 - August 2013
Tommy Bahama 2012 - 2013
Self-Employed Lawn Care 2009 - 2010
Skills
•Calculus, Business..., •Bloomberg Equity..., Marketing, Sales, Customer Service, Coaching, Direct Marketing, Microsoft Word, Research, Teamwork, Public Speaking, Microsoft Excel
Education
Quinnipiac University 2011 — 2015
Bachelor of Arts (BA), Finance, General, 3.2
Converse September 2015 - Present
Morgan Stanley Wealth Management June 2014 - January 2015
Skylight Homes June 2013 - August 2013
Tommy Bahama 2012 - 2013
Self-Employed Lawn Care 2009 - 2010
Skills
•Calculus, Business..., •Bloomberg Equity..., Marketing, Sales, Customer Service, Coaching, Direct Marketing, Microsoft Word, Research, Teamwork, Public Speaking, Microsoft Excel
Education
Quinnipiac University 2011 — 2015
Bachelor of Arts (BA), Finance, General, 3.2
Elliot Rubin Elliot Rubin's Morgan Stanley Wealth Management Experience July 2012 - August 2014
Job CoFounder and Director of Consulting, TAMID Group at Queens College
Industry Financial Services
Experience
Queens College Co-Founder and Vice President Of Consulting, TAMID Group at Queens CollegeTAMID GroupNovember 2014 - Present
Shlomotions Studios January 2013 - Present
Morgan Stanley Wealth Management July 2012 - August 2014
Paterson Pickle June 2012 - September 2013
Patch.com June 2010 - August 2012
ChanceTV Productions August 2011 - September 2011
Skills
Photography, Sales, Video Production, Mathematics, Product Marketing, Investments, Business Strategy, Asset Management, Event Planning, Microsoft Excel, Microsoft Office, Public Speaking, Social Media, Social Networking, Editing, Marketing, Microsoft Word, PowerPoint, Leadership
Education
Queens College 2013 — 2017
Bachelor of Arts (B.A.), BBA, Corporate Finance, Economics, Mathematics
Queens College Co-Founder and Vice President Of Consulting, TAMID Group at Queens CollegeTAMID GroupNovember 2014 - Present
Shlomotions Studios January 2013 - Present
Morgan Stanley Wealth Management July 2012 - August 2014
Paterson Pickle June 2012 - September 2013
Patch.com June 2010 - August 2012
ChanceTV Productions August 2011 - September 2011
Skills
Photography, Sales, Video Production, Mathematics, Product Marketing, Investments, Business Strategy, Asset Management, Event Planning, Microsoft Excel, Microsoft Office, Public Speaking, Social Media, Social Networking, Editing, Marketing, Microsoft Word, PowerPoint, Leadership
Education
Queens College 2013 — 2017
Bachelor of Arts (B.A.), BBA, Corporate Finance, Economics, Mathematics
Jacob Carriere Jacob Carriere's Morgan Stanley Wealth Management Experience July 2012 - December 2013
Job MBA Graduate Student at Providence College
Industry Accounting
Experience
Pawtucket Red Sox April 2012 - Present
Morgan Stanley Wealth Management July 2012 - December 2013
Skills
Microsoft Office, Public Speaking, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Customer Service, Research, Event Planning, Leadership
Education
Providence College 2011 — 2015
Shelby Senior High School
Providence College
Bachelor of Science, Accountancy and Management
Pawtucket Red Sox April 2012 - Present
Morgan Stanley Wealth Management July 2012 - December 2013
Skills
Microsoft Office, Public Speaking, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Customer Service, Research, Event Planning, Leadership
Education
Providence College 2011 — 2015
Shelby Senior High School
Providence College
Bachelor of Science, Accountancy and Management
Margaret Brown, MBA Margaret Brown, MBA's Morgan Stanley Wealth Management Experience June 2013 - August 2013
Job Graduate Assistant at Quinnipiac University Finance Technology Center
Industry Financial Services
Experience
Foxborough Public schools January 2012 - Present
Quinnipiac University Finance Technology Center August 2014 - May 2015
State Street Corporation June 2014 - August 2014
Lakeview Pavilion May 2011 - August 2014
Quinnipiac University Global Business Experience - China May 2014 - June 2014
Quinnipiac University Student Managed Portfolio January 2013 - December 2013
Morgan Stanley Wealth Management June 2013 - August 2013
State Street June 2012 - August 2012
Camp Hayward 2008 - August 2008
Skills
Time Management, Bloomberg Terminal, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, PowerPoint, Teamwork, Capital IQ, Analysis, Finance, Financial Analysis, Event Planning
Education
Quinnipiac University 2013 — 2015
Master of Business Administration (MBA), CFA Track
Quinnipiac University 2010 — 2014
Bachelor's Degree, Finance
Foxborough High School 2006 — 2010
Foxborough Public schools January 2012 - Present
Quinnipiac University Finance Technology Center August 2014 - May 2015
State Street Corporation June 2014 - August 2014
Lakeview Pavilion May 2011 - August 2014
Quinnipiac University Global Business Experience - China May 2014 - June 2014
Quinnipiac University Student Managed Portfolio January 2013 - December 2013
Morgan Stanley Wealth Management June 2013 - August 2013
State Street June 2012 - August 2012
Camp Hayward 2008 - August 2008
Skills
Time Management, Bloomberg Terminal, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, PowerPoint, Teamwork, Capital IQ, Analysis, Finance, Financial Analysis, Event Planning
Education
Quinnipiac University 2013 — 2015
Master of Business Administration (MBA), CFA Track
Quinnipiac University 2010 — 2014
Bachelor's Degree, Finance
Foxborough High School 2006 — 2010
Christopher Yuk Christopher Yuk's Morgan Stanley Wealth Management Experience June 2013 - July 2013
Job Student at Princeton University
Industry Higher Education
Experience
Goldman Sachs June 2015 - Present
Bank of China (Hong Kong) June 2014 - August 2014
Morgan Stanley Wealth Management June 2013 - July 2013
Hugh O'Brian Youth Leadership July 2012 - July 2012
Hong Kong Union for Young Leaders 2010 - 2011
Skills
Training, Leadership, Sponsorship, Mandarin, Economics, Chinese, Community Outreach, Fundraising, International Relations, Team Leadership, Python
Education
Princeton University 2012 — 2016
B.S.E., Operations Research and Financial Engineering
Diocesan Boys' School 2006 — 2012
IB Diploma Programme
Goldman Sachs June 2015 - Present
Bank of China (Hong Kong) June 2014 - August 2014
Morgan Stanley Wealth Management June 2013 - July 2013
Hugh O'Brian Youth Leadership July 2012 - July 2012
Hong Kong Union for Young Leaders 2010 - 2011
Skills
Training, Leadership, Sponsorship, Mandarin, Economics, Chinese, Community Outreach, Fundraising, International Relations, Team Leadership, Python
Education
Princeton University 2012 — 2016
B.S.E., Operations Research and Financial Engineering
Diocesan Boys' School 2006 — 2012
IB Diploma Programme
John Morris Billington IV's Morgan Stanley Wealth Management Experience January 2014 - August 2015
Job 💯
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2014 - August 2015
The Weston A. Price Foundation January 2012 - December 2013
FIA August 2004 - December 2013
ESPN Radio March 2012 - November 2012
Sky Luxury Wellness September 2008 - 2009
Wells Fargo Home Mortgage 2005 - 2006
Fuel Outdoor 2005 - 2005
Quick & Reilly 2002 - 2003
Skills
Team Building, Sales, Customer Service, Strategic Planning, Sales Management, Leadership, New Business Development, Event Planning, Management, Lifestyle, Wellness Coaching, Event Management, Marketing Strategy, Marketing, Training, Teaching, Entrepreneurship, Fundraising, Strategy, Start-ups, Program Management, Recruiting, Email Marketing, Weight, Business Planning, Holistic Health, Weight Training, Strength Training, Endurance, Small Business
Education
Poliquin Institute 2012 — 2012
Biosignature, Hormones, Nutrition & Supplements
Neuro Kinetic Therapy
NKT Therapist, Manual Therapy, Motor Control Center Manipulation, Not Complete Yet
St. John - Clark Clinic
Posturology, Nuero Somatic Therapy
CHEK Institute Holistic Lifestyle Consultant
HLC 1, Holistic Nutrition & Lifestyle Coaching
Freehold Twp. HS
Healing Today Reiki Level 2
Level 2, Reiki Energy
Health Excel, Advanced Metabolic Typing
Homeostatic Control Systems, Nutrition
Rowan University
BA, History & Business
Morgan Stanley Wealth Management January 2014 - August 2015
The Weston A. Price Foundation January 2012 - December 2013
FIA August 2004 - December 2013
ESPN Radio March 2012 - November 2012
Sky Luxury Wellness September 2008 - 2009
Wells Fargo Home Mortgage 2005 - 2006
Fuel Outdoor 2005 - 2005
Quick & Reilly 2002 - 2003
Skills
Team Building, Sales, Customer Service, Strategic Planning, Sales Management, Leadership, New Business Development, Event Planning, Management, Lifestyle, Wellness Coaching, Event Management, Marketing Strategy, Marketing, Training, Teaching, Entrepreneurship, Fundraising, Strategy, Start-ups, Program Management, Recruiting, Email Marketing, Weight, Business Planning, Holistic Health, Weight Training, Strength Training, Endurance, Small Business
Education
Poliquin Institute 2012 — 2012
Biosignature, Hormones, Nutrition & Supplements
Neuro Kinetic Therapy
NKT Therapist, Manual Therapy, Motor Control Center Manipulation, Not Complete Yet
St. John - Clark Clinic
Posturology, Nuero Somatic Therapy
CHEK Institute Holistic Lifestyle Consultant
HLC 1, Holistic Nutrition & Lifestyle Coaching
Freehold Twp. HS
Healing Today Reiki Level 2
Level 2, Reiki Energy
Health Excel, Advanced Metabolic Typing
Homeostatic Control Systems, Nutrition
Rowan University
BA, History & Business
Russell Muser Russell Muser's Morgan Stanley Wealth Management Experience July 2012 - December 2012
Job Wealth Management Associate at UBS Financial Services The Damante Katz Wealth Management Group
Industry Financial Services
Experience
UBS Financial Services December 2012 - Present
Morgan Stanley Wealth Management July 2012 - December 2012
Morgan Stanley May 2010 - July 2012
S May 2005 - May 2010
Skills
Wealth Management, Client Services, Finance, Series 7, Series 63, Uniform Combined State..., Retirement Planning, Mutual Funds, Investment Advisory, Asset Allocation, Investments, Securities, Series 65, FINRA, ETFs, Portfolio Management, Fixed Income, Strategic Financial..., Equities, Financial Advisory, Investment Management
Education
Quinnipiac University - School of Business 2002 — 2005
Bachelor's Degree, Finance, General, Summa Cum Laude
Skidmore College 2001 — 2002
Undecided
Ramsey High School 1997 — 2001
UBS Financial Services December 2012 - Present
Morgan Stanley Wealth Management July 2012 - December 2012
Morgan Stanley May 2010 - July 2012
S May 2005 - May 2010
Skills
Wealth Management, Client Services, Finance, Series 7, Series 63, Uniform Combined State..., Retirement Planning, Mutual Funds, Investment Advisory, Asset Allocation, Investments, Securities, Series 65, FINRA, ETFs, Portfolio Management, Fixed Income, Strategic Financial..., Equities, Financial Advisory, Investment Management
Education
Quinnipiac University - School of Business 2002 — 2005
Bachelor's Degree, Finance, General, Summa Cum Laude
Skidmore College 2001 — 2002
Undecided
Ramsey High School 1997 — 2001
Angela Ayers's Morgan Stanley Wealth Management Experience October 2007 - October 2010
Job Agency Owner, Ayers Family Insurance Agency at Allstate
Industry Insurance
Experience
Allstate Financial Services, LLC December 2014 - Present
Independent Financial Group LLC September 2012 - July 2013
UBS Wealth Management November 2010 - September 2012
Morgan Stanley Wealth Management October 2007 - October 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Contact Management, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Office Administration, Life Insurance, General Insurance, Fixed Annuities, Variable Annuities, CRM Databases, Team Building, Event Planning, Business Planning, Equities, ETFs, Mutual Funds, Commercial Insurance, Universal Life, P&C Insurance, Marketing, Strategic Planning, Financial Planning, Leadership, Sales, Social Networking, Social Media, Marketing Strategy, Insurance
Education
Purdue University 1981 — 1985
Bachelor of Arts (B.A.), Communications/Public Relations
Allstate Financial Services, LLC December 2014 - Present
Independent Financial Group LLC September 2012 - July 2013
UBS Wealth Management November 2010 - September 2012
Morgan Stanley Wealth Management October 2007 - October 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Contact Management, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Office Administration, Life Insurance, General Insurance, Fixed Annuities, Variable Annuities, CRM Databases, Team Building, Event Planning, Business Planning, Equities, ETFs, Mutual Funds, Commercial Insurance, Universal Life, P&C Insurance, Marketing, Strategic Planning, Financial Planning, Leadership, Sales, Social Networking, Social Media, Marketing Strategy, Insurance
Education
Purdue University 1981 — 1985
Bachelor of Arts (B.A.), Communications/Public Relations
Deke Gaeng's Morgan Stanley Wealth Management Experience June 2011 - July 2013
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management July 2014 - Present
Wells Fargo Advisors July 2013 - July 2014
Morgan Stanley Wealth Management June 2011 - July 2013
Education
Roanoke College
RBC Wealth Management July 2014 - Present
Wells Fargo Advisors July 2013 - July 2014
Morgan Stanley Wealth Management June 2011 - July 2013
Education
Roanoke College
Bruce Hoover Bruce Hoover's Morgan Stanley Wealth Management Experience April 2014 - April 2015
Job Deskside Support Technician at Morgan Stanley Wealth Management
Industry Computer Networking
Experience
Morningstar April 2015 - Present
Morgan Stanley Wealth Management April 2014 - April 2015
Royal Management Corporation October 2013 - April 2014
Northern Trust October 2012 - March 2013
Ann and Robert H. Lurie Children's Hospital of Chicago February 2012 - June 2012
Robert Morris University July 2009 - September 2010
InnoGames May 2010 - July 2010
Geek Squad September 2009 - February 2010
United States Navy August 2004 - August 2009
Skills
Computer Hardware, Troubleshooting, Software Installation, Networking, HTML, XP, Help Desk Support, Computer Repair, Wireless Networking, Active Directory
Education
Robert Morris College 2012 — 2013
MIS/Masters Degree, Management Information Systems, General
Robert Morris College 2009 — 2011
Bachelor of Applied Science (B.A.Sc.), Computer Networking
Morningstar April 2015 - Present
Morgan Stanley Wealth Management April 2014 - April 2015
Royal Management Corporation October 2013 - April 2014
Northern Trust October 2012 - March 2013
Ann and Robert H. Lurie Children's Hospital of Chicago February 2012 - June 2012
Robert Morris University July 2009 - September 2010
InnoGames May 2010 - July 2010
Geek Squad September 2009 - February 2010
United States Navy August 2004 - August 2009
Skills
Computer Hardware, Troubleshooting, Software Installation, Networking, HTML, XP, Help Desk Support, Computer Repair, Wireless Networking, Active Directory
Education
Robert Morris College 2012 — 2013
MIS/Masters Degree, Management Information Systems, General
Robert Morris College 2009 — 2011
Bachelor of Applied Science (B.A.Sc.), Computer Networking
Alex Simon's Morgan Stanley Wealth Management Experience December 2013 - January 2015
Job Business Manager for COO of Fixed Incomes/ Debt Operations
Industry Investment Banking
Experience
Deutsche Bank July 2015 - Present
Morgan Stanley Investment Management January 2015 - July 2015
Morgan Stanley Wealth Management December 2013 - January 2015
Mercedes-Benz USA December 2013 - December 2014
Rider University September 2012 - December 2014
Rawana Associates October 2013 - January 2014
Rider University August 2012 - May 2013
Skills
Teamwork, Microsoft Excel, Leadership, PowerPoint, Research, Microsoft Office, Microsoft Word, Social Networking, International Relations, Public Speaking, Time Management, Social Media, Economics, Market Research, Data Analysis, Facebook, Event Planning, Team Building, English, International Business, International Trade, International..., Meditation, Team Leadership, Political S, Organizational..., Team, International, Confidence Building, High Performance..., QuickBooks, Custom CMS Development, Ariba, Windows Server, Bloomberg Terminal, MS Excel Pivot Tables, Tableau, Stock Management, Stock Market Analysis, EFTPOS, Fixed Income, Headcount Management, Headcount Reporting
Education
Rider University 2011 — 2014
Bachelor's of Arts (B.A); Bachelor's of Science (B.S), Triple Major: International Business, Economics, Global Multinational Studies, 3.7
University of the Sunshine Coast 2013 — 2013
Certification, International Economics, International Relations
Deutsche Bank July 2015 - Present
Morgan Stanley Investment Management January 2015 - July 2015
Morgan Stanley Wealth Management December 2013 - January 2015
Mercedes-Benz USA December 2013 - December 2014
Rider University September 2012 - December 2014
Rawana Associates October 2013 - January 2014
Rider University August 2012 - May 2013
Skills
Teamwork, Microsoft Excel, Leadership, PowerPoint, Research, Microsoft Office, Microsoft Word, Social Networking, International Relations, Public Speaking, Time Management, Social Media, Economics, Market Research, Data Analysis, Facebook, Event Planning, Team Building, English, International Business, International Trade, International..., Meditation, Team Leadership, Political S, Organizational..., Team, International, Confidence Building, High Performance..., QuickBooks, Custom CMS Development, Ariba, Windows Server, Bloomberg Terminal, MS Excel Pivot Tables, Tableau, Stock Management, Stock Market Analysis, EFTPOS, Fixed Income, Headcount Management, Headcount Reporting
Education
Rider University 2011 — 2014
Bachelor's of Arts (B.A); Bachelor's of Science (B.S), Triple Major: International Business, Economics, Global Multinational Studies, 3.7
University of the Sunshine Coast 2013 — 2013
Certification, International Economics, International Relations
Ignacio Abreu Ignacio Abreu's Morgan Stanley Wealth Management Experience January 2006 - Present
Job Senior Analyst Middle Office
Industry Capital Markets
Experience
Morgan Stanley Wealth Management January 2006 - Present
Morgan Stanley Wealth Management January 2003 - January 2006
Morgan Stanley Wealth Management September 1999 - January 2003
Josephthal & Co. January 1998 - September 1999
Avco Financial Services 1996 - 1998
Skills
Wealth Management, Equities, Asset Management, Fixed Income, Business Process..., Operations Management, Portfolio Management, Account Administration, Investments, Securities, Operational Oversight, Strategic Policy..., Series 63, Capital Markets, Finance, Microsoft Excel, Microsoft Office, Management, Credit, Series 7, Risk Management, Account Management, Anti Money Laundering, Macroeconomics, Microeconomics, Client Services, Client Relations, Team Management, Emerging Markets, Investment Strategies, Financial Advisory, Asset Allocation, Trading, Financial Services, Mutual Funds, Options, Settlement, DVP&R
Education
Rutgers University
Bachelor of Arts (B.A.), Economics, with Financial Economics emphasis.
Morgan Stanley Wealth Management January 2006 - Present
Morgan Stanley Wealth Management January 2003 - January 2006
Morgan Stanley Wealth Management September 1999 - January 2003
Josephthal & Co. January 1998 - September 1999
Avco Financial Services 1996 - 1998
Skills
Wealth Management, Equities, Asset Management, Fixed Income, Business Process..., Operations Management, Portfolio Management, Account Administration, Investments, Securities, Operational Oversight, Strategic Policy..., Series 63, Capital Markets, Finance, Microsoft Excel, Microsoft Office, Management, Credit, Series 7, Risk Management, Account Management, Anti Money Laundering, Macroeconomics, Microeconomics, Client Services, Client Relations, Team Management, Emerging Markets, Investment Strategies, Financial Advisory, Asset Allocation, Trading, Financial Services, Mutual Funds, Options, Settlement, DVP&R
Education
Rutgers University
Bachelor of Arts (B.A.), Economics, with Financial Economics emphasis.
Jacob Werman Jacob Werman's Morgan Stanley Wealth Management Experience June 2013 - June 2015
Job Credit Analyst
Industry Financial Services
Experience
Rapid Capital Funding July 2015 - Present
Morgan Stanley Wealth Management June 2013 - June 2015
Rutgers University September 2011 - May 2015
Bass Pro Shops December 2010 - August 2012
Empire Lacrosse Club May 2011 - July 2012
Broken Sound Club May 2011 - August 2011
Skills
Microsoft Office, Customer Service, Social Networking, PowerPoint, Sales, Time Management, Microsoft Word, Facebook, Marketing, Teamwork, Microsoft Excel
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
Bachelor of Arts (BA), Economics Major/ Entrepreneurship Minor
Pine Crest High School 2007 — 2011
Rapid Capital Funding July 2015 - Present
Morgan Stanley Wealth Management June 2013 - June 2015
Rutgers University September 2011 - May 2015
Bass Pro Shops December 2010 - August 2012
Empire Lacrosse Club May 2011 - July 2012
Broken Sound Club May 2011 - August 2011
Skills
Microsoft Office, Customer Service, Social Networking, PowerPoint, Sales, Time Management, Microsoft Word, Facebook, Marketing, Teamwork, Microsoft Excel
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
Bachelor of Arts (BA), Economics Major/ Entrepreneurship Minor
Pine Crest High School 2007 — 2011
Catherine Espinosa's Morgan Stanley Wealth Management Experience August 2013 - January 2014
Job Executive Search Consultant Senior Project Manager at WorldBridge Partners
Industry Computer Software
Experience
WorldBridge Partners January 2014 - Present
Cultural Care Au Pair October 2013 - Present
Morgan Stanley Wealth Management August 2013 - January 2014
Meadow Search, Ltd January 2012 - August 2013
The SAVO Group February 2011 - October 2012
Independent June 2009 - January 2011
Federal Home Loan Bank of Chicago October 2004 - September 2007
Federal Home Loan Bank of Chicago 2003 - 2007
Fry 2003 - 2004
CDW February 2001 - January 2003
Skills
Business Analysis, Vendor Management, Recruiting, Consulting, SDLC, SaaS, Enterprise Software, Process Improvement, Change Management, Account Management, Project Management, Program Management, Business Process..., Professional Services, Visio, Team Leadership, Business Development, Talent Acquisition, Information Technology
Education
Purdue University 1993 — 1998
BA, English - Technical Writing
WorldBridge Partners January 2014 - Present
Cultural Care Au Pair October 2013 - Present
Morgan Stanley Wealth Management August 2013 - January 2014
Meadow Search, Ltd January 2012 - August 2013
The SAVO Group February 2011 - October 2012
Independent June 2009 - January 2011
Federal Home Loan Bank of Chicago October 2004 - September 2007
Federal Home Loan Bank of Chicago 2003 - 2007
Fry 2003 - 2004
CDW February 2001 - January 2003
Skills
Business Analysis, Vendor Management, Recruiting, Consulting, SDLC, SaaS, Enterprise Software, Process Improvement, Change Management, Account Management, Project Management, Program Management, Business Process..., Professional Services, Visio, Team Leadership, Business Development, Talent Acquisition, Information Technology
Education
Purdue University 1993 — 1998
BA, English - Technical Writing
Christine Palmiere RICP® Christine Palmiere RICP®'s Morgan Stanley Wealth Management Experience March 1996 - February 2011
Job Sage Rutty & Co., Inc Vice President, Financial Advisor
Industry Financial Services
Experience
Sage Rutty & Co., Inc February 2011 - Present
Morgan Stanley Wealth Management March 1996 - February 2011
Skills
Retirement Planning, Financial Advisory, Strategic Financial..., Investments, Estate Planning, Life Insurance, Long Term Care Insurance, Licensed in NY, CA, CO,..., Series 7, 31, 63, 65, Series 7
Education
Rochester Institute of Technology
Business Degree with an emphasis in Accounting
Sage Rutty & Co., Inc February 2011 - Present
Morgan Stanley Wealth Management March 1996 - February 2011
Skills
Retirement Planning, Financial Advisory, Strategic Financial..., Investments, Estate Planning, Life Insurance, Long Term Care Insurance, Licensed in NY, CA, CO,..., Series 7, 31, 63, 65, Series 7
Education
Rochester Institute of Technology
Business Degree with an emphasis in Accounting
Michael A. Guthrie IV, CIMA® Michael A. Guthrie IV, CIMA®'s Morgan Stanley Wealth Management Experience September 1997 - June 2004
Job Regional Director at Russell Investments
Industry Financial Services
Experience
Russell Investments June 2014 - Present
Fidelity Investments February 2013 - June 2014
BlackRock October 2006 - January 2013
State Street Research/BlackRock June 2004 - October 2006
Morgan Stanley Wealth Management September 1997 - June 2004
Skills
Separately Managed..., Asset Managment, Series 7, Series 63, Series 65, Fixed Income, Alternative Investments, Mutual Funds, Capital Markets, Wealth Management, Personal Financial..., Strategic Financial..., High Net Worth..., CIMA, Sales Presentations, Sales, Relationship Management, Retirement Planning, Wealth Management..., Variable Annuities, Fixed Annuities, Investment Management, Equities, Bonds, Asset Allocation, ETFs, Asset Management, Financial Planning
Education
Providence College 1993 — 1997
Bachelor of Science, Management/Finance
Boston College High School 1989 — 1993
Russell Investments June 2014 - Present
Fidelity Investments February 2013 - June 2014
BlackRock October 2006 - January 2013
State Street Research/BlackRock June 2004 - October 2006
Morgan Stanley Wealth Management September 1997 - June 2004
Skills
Separately Managed..., Asset Managment, Series 7, Series 63, Series 65, Fixed Income, Alternative Investments, Mutual Funds, Capital Markets, Wealth Management, Personal Financial..., Strategic Financial..., High Net Worth..., CIMA, Sales Presentations, Sales, Relationship Management, Retirement Planning, Wealth Management..., Variable Annuities, Fixed Annuities, Investment Management, Equities, Bonds, Asset Allocation, ETFs, Asset Management, Financial Planning
Education
Providence College 1993 — 1997
Bachelor of Science, Management/Finance
Boston College High School 1989 — 1993
Jaclyn Devine's Morgan Stanley Wealth Management Experience March 2013 - June 2013
Job Sales and Service Representative at PFFCU
Industry Marketing and Advertising
Experience
PFFCU August 2014 - Present
BMW of the Main Line December 2011 - Present
Francesca's Collections July 2013 - August 2014
Morgan Stanley Wealth Management March 2013 - June 2013
PNC Bank July 2011 - February 2013
Township Paints December 2011 - May 2012
Skills
Social Media, Customer Service, Customer Satisfaction, Sales, Marketing, SEO, Press Releases, Advertising, Merchandising, Public Relations
Education
Rutgers University School of Business- Camden 2010 — 2012
Bachelor's degree, Marketing
Gloucester County College 2008 — 2010
Associate's degree, Business Administration
PFFCU August 2014 - Present
BMW of the Main Line December 2011 - Present
Francesca's Collections July 2013 - August 2014
Morgan Stanley Wealth Management March 2013 - June 2013
PNC Bank July 2011 - February 2013
Township Paints December 2011 - May 2012
Skills
Social Media, Customer Service, Customer Satisfaction, Sales, Marketing, SEO, Press Releases, Advertising, Merchandising, Public Relations
Education
Rutgers University School of Business- Camden 2010 — 2012
Bachelor's degree, Marketing
Gloucester County College 2008 — 2010
Associate's degree, Business Administration
Richard Parseghian Richard Parseghian's Morgan Stanley Wealth Management Experience September 2012 - January 2013
Job Assurance Intern at PwC
Industry Accounting
Experience
Ruotolo, Spewak & Co. January 2013 - Present
VIA - Visions in Innovative Accounting January 2013 - Present
Rowan University August 2013 - Present
Rowan University (Office of Student Activities) May 2013 - Present
PwC January 2015 - May 2015
Morgan Stanley Wealth Management September 2012 - January 2013
Davidson & Grannum, LLP August 2011 - September 2012
Skills
Adobe Acrobat, Auditing, Communication Skills, Microsoft Office, Problem Solving, ProSeries, QuickBooks, Tax Preparation, Team Leadership, Bookkeeping, Financial Statements, Finance, Access, Financial Analysis, Accounting, Public Speaking
Education
Rowan University 2012 — 2016
B.S., Accounting and Finance w/ Honors Concentration
Ruotolo, Spewak & Co. January 2013 - Present
VIA - Visions in Innovative Accounting January 2013 - Present
Rowan University August 2013 - Present
Rowan University (Office of Student Activities) May 2013 - Present
PwC January 2015 - May 2015
Morgan Stanley Wealth Management September 2012 - January 2013
Davidson & Grannum, LLP August 2011 - September 2012
Skills
Adobe Acrobat, Auditing, Communication Skills, Microsoft Office, Problem Solving, ProSeries, QuickBooks, Tax Preparation, Team Leadership, Bookkeeping, Financial Statements, Finance, Access, Financial Analysis, Accounting, Public Speaking
Education
Rowan University 2012 — 2016
B.S., Accounting and Finance w/ Honors Concentration
Tom Liederbach's Morgan Stanley Wealth Management Experience April 2010 - August 2010
Job Sales and Trading Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2013 - Present
Credit Suisse June 2012 - August 2012
Credit Value Partners August 2011 - September 2011
Morgan Stanley Wealth Management April 2010 - August 2010
Credit Suisse August 2009 - September 2009
Education
Princeton University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Credit Suisse June 2013 - Present
Credit Suisse June 2012 - August 2012
Credit Value Partners August 2011 - September 2011
Morgan Stanley Wealth Management April 2010 - August 2010
Credit Suisse August 2009 - September 2009
Education
Princeton University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Steve Godlewski's Morgan Stanley Wealth Management Experience June 2013 - August 2013
Job Software Development Intern at Northrop Grumman Corporation
Industry Computer Software
Experience
RIT SportsZone May 2015 - Present
QikTech LLC. September 2010 - Present
3SonsConsulting June 2009 - Present
Northrop Grumman Corporation June 2015 - August 2015
Lockheed Martin June 2014 - August 2014
Wegmans Food Markets January 2014 - May 2014
Morgan Stanley Wealth Management June 2013 - August 2013
GUARD Insurance Group June 2012 - August 2012
Flynn and O'hara Uniforms June 2009 - September 2009
Skills
Java, Python, Microsoft Office, Windows, OS X, SQL, PowerPoint, JavaScript, C++, Mac OS X, CSS3, Linux, Arduino, Photography, HTML 5, PHP, C#, CSS
Education
Rochester Institute of Technology 2011 — 2016
Bachelor of Science (B.S.), Computer Science
Wyoming Seminary
RIT SportsZone May 2015 - Present
QikTech LLC. September 2010 - Present
3SonsConsulting June 2009 - Present
Northrop Grumman Corporation June 2015 - August 2015
Lockheed Martin June 2014 - August 2014
Wegmans Food Markets January 2014 - May 2014
Morgan Stanley Wealth Management June 2013 - August 2013
GUARD Insurance Group June 2012 - August 2012
Flynn and O'hara Uniforms June 2009 - September 2009
Skills
Java, Python, Microsoft Office, Windows, OS X, SQL, PowerPoint, JavaScript, C++, Mac OS X, CSS3, Linux, Arduino, Photography, HTML 5, PHP, C#, CSS
Education
Rochester Institute of Technology 2011 — 2016
Bachelor of Science (B.S.), Computer Science
Wyoming Seminary
Ben Tesser Ben Tesser's Morgan Stanley Wealth Management Experience November 2013 - August 2014
Job Director of Frontend Development at Digital Asset Holdings
Industry Internet
Experience
Digital Asset Holdings February 2015 - Present
Megabyte Technology Consulting, Inc. December 2009 - June 2015
Urban Compass August 2014 - January 2015
Morgan Stanley Wealth Management November 2013 - August 2014
DOOR3 Business Applications, Inc. April 2012 - October 2013
DOOR3 Business Applications, Inc. June 2011 - April 2012
Apple Retail October 2009 - June 2011
Online Tech 2009 - 2009
Columbia Records April 2005 - September 2008
Ministry of Sound April 2008 - August 2008
Skills
Software Development, HTML5, CSS3, jQuery, jQuery Mobile, Drupal, Product Management, User Interface Design, Agile Methodologies, Mac OS X, Web Development, Adobe CS6, CSS, Mobile Applications, Joomla, Wordpress, JavaScript, PHP, User Experience, Social Networking, Mobile Devices, Mac, Google Analytics, SEO, Web Design, Dreamweaver, Social Media Marketing, Digital Strategy, Information Architecture, Ember, jQuery UI, Kaltura, Backbone.js, Angular.js, Node.js, Require.js, HTML5 Boilerplate, HTML, Bootstrap, CodeIgniter, Video.js, Search Engine..., OS X, HTML 5, WordPress, Front-end, MySQL, Ruby on Rails, JSON, XHTML
Education
Purchase College, SUNY 2005 — 2010
BA, New Media
The George Washington University 2004 — 2006
Digital Asset Holdings February 2015 - Present
Megabyte Technology Consulting, Inc. December 2009 - June 2015
Urban Compass August 2014 - January 2015
Morgan Stanley Wealth Management November 2013 - August 2014
DOOR3 Business Applications, Inc. April 2012 - October 2013
DOOR3 Business Applications, Inc. June 2011 - April 2012
Apple Retail October 2009 - June 2011
Online Tech 2009 - 2009
Columbia Records April 2005 - September 2008
Ministry of Sound April 2008 - August 2008
Skills
Software Development, HTML5, CSS3, jQuery, jQuery Mobile, Drupal, Product Management, User Interface Design, Agile Methodologies, Mac OS X, Web Development, Adobe CS6, CSS, Mobile Applications, Joomla, Wordpress, JavaScript, PHP, User Experience, Social Networking, Mobile Devices, Mac, Google Analytics, SEO, Web Design, Dreamweaver, Social Media Marketing, Digital Strategy, Information Architecture, Ember, jQuery UI, Kaltura, Backbone.js, Angular.js, Node.js, Require.js, HTML5 Boilerplate, HTML, Bootstrap, CodeIgniter, Video.js, Search Engine..., OS X, HTML 5, WordPress, Front-end, MySQL, Ruby on Rails, JSON, XHTML
Education
Purchase College, SUNY 2005 — 2010
BA, New Media
The George Washington University 2004 — 2006
Andrew Crosson Andrew Crosson's Morgan Stanley Wealth Management Experience May 2013 - Present
Job AVP Underwriter at Morgan Stanley Private Bank
Industry Banking
Experience
Morgan Stanley Wealth Management May 2013 - Present
Valley National Bank March 2009 - April 2013
Accredited Home Lenders March 2004 - June 2008
Staten Island Bank Mortgage Corp. May 2003 - March 2004
Champion Mortgage Corp. January 1998 - March 2003
Skills
FHA, Banking, Process Improvement, Insurance, Compliance, Condos, Co-ops, self employment income..., collateral review, Sales, Collateral Management, Loss Mitigation, Residential Mortgages, Loan Origination, Mortgage Underwriting, Loan Servicing, Credit, Credit Analysis, Credit Risk, Loans, Mortgage Banking, Mortgage Lending, Refinance
Education
St. Peter's College 2010 — 2012
Master of Business Administration MBA/ MS, MBA/ Risk Management
Rutgers University-New Brunswick 1993 — 1997
BA, History, Political Science, English
Morgan Stanley Wealth Management May 2013 - Present
Valley National Bank March 2009 - April 2013
Accredited Home Lenders March 2004 - June 2008
Staten Island Bank Mortgage Corp. May 2003 - March 2004
Champion Mortgage Corp. January 1998 - March 2003
Skills
FHA, Banking, Process Improvement, Insurance, Compliance, Condos, Co-ops, self employment income..., collateral review, Sales, Collateral Management, Loss Mitigation, Residential Mortgages, Loan Origination, Mortgage Underwriting, Loan Servicing, Credit, Credit Analysis, Credit Risk, Loans, Mortgage Banking, Mortgage Lending, Refinance
Education
St. Peter's College 2010 — 2012
Master of Business Administration MBA/ MS, MBA/ Risk Management
Rutgers University-New Brunswick 1993 — 1997
BA, History, Political Science, English
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
Kyle Sweeney Kyle Sweeney's Morgan Stanley Wealth Management Experience October 2012 - December 2013
Job Operations Supervisor at Exel
Industry Logistics and Supply Chain
Experience
Exel June 2015 - Present
Morgan Stanley Wealth Management October 2012 - December 2013
Teknicks December 2009 - August 2011
Skills
Search Engine Technology, Microsoft Excel, Financial Services, Wealth Management, Microsoft Word, Financial Analysis, Leadership, Public Speaking, Research, Social Media, Teamwork, Risk Management, Customer Service, Investments, Data Analysis, Finance, Economics, Strategic Financial..., Asset Allocation, Banking, Financial Modeling, Event Planning, PowerPoint, Social Networking, Microsoft Office
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2015
Bachelor of Science (B.S.), Supply Chain Management and Marketing Science
Exel June 2015 - Present
Morgan Stanley Wealth Management October 2012 - December 2013
Teknicks December 2009 - August 2011
Skills
Search Engine Technology, Microsoft Excel, Financial Services, Wealth Management, Microsoft Word, Financial Analysis, Leadership, Public Speaking, Research, Social Media, Teamwork, Risk Management, Customer Service, Investments, Data Analysis, Finance, Economics, Strategic Financial..., Asset Allocation, Banking, Financial Modeling, Event Planning, PowerPoint, Social Networking, Microsoft Office
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2015
Bachelor of Science (B.S.), Supply Chain Management and Marketing Science
Apurva Mehta's Morgan Stanley Wealth Management Experience 2009 - 2013
Job Senior Vice President, Enterprise Architecture at Neuberger Berman
Industry Computer Software
Experience
Neuberger Berman September 2013 - Present
Morgan Stanley Wealth Management 2009 - 2013
Morgan Stanley 2006 - 2009
Morgan Stanley 2001 - 2006
Macrothink 1999 - 2001
Merrill Lynch 1998 - 1999
Skills
IT Strategy, Software Project..., Project Management, Information Technology, Mobile Applications, Enterprise Architecture, SDLC, Cloud Computing, Strategy, Enterprise Software, Integration, Agile Methodologies, Leadership, Data Center, Business Analysis, Management, Vendor Management, Business Intelligence, Offshoring, Financial Services, Project Portfolio..., Trading Systems, Risk Management, Solution Architecture, Outsourcing, Security, Mobile Platforms, SOA, Architecture, Program Management, Software Development, Scrum, Mobile Devices, Cross-functional Team..., Product Management, .NET, Governance, IT Management, PMO, Infrastructure, Architectures
Education
Rutgers University
MS, Chemical Engineering
State University of New York at Stony Brook
MS, Technical Systems Management
The Maharaja Sayajirao University of Baroda
BE, Chemical Engineering
Neuberger Berman September 2013 - Present
Morgan Stanley Wealth Management 2009 - 2013
Morgan Stanley 2006 - 2009
Morgan Stanley 2001 - 2006
Macrothink 1999 - 2001
Merrill Lynch 1998 - 1999
Skills
IT Strategy, Software Project..., Project Management, Information Technology, Mobile Applications, Enterprise Architecture, SDLC, Cloud Computing, Strategy, Enterprise Software, Integration, Agile Methodologies, Leadership, Data Center, Business Analysis, Management, Vendor Management, Business Intelligence, Offshoring, Financial Services, Project Portfolio..., Trading Systems, Risk Management, Solution Architecture, Outsourcing, Security, Mobile Platforms, SOA, Architecture, Program Management, Software Development, Scrum, Mobile Devices, Cross-functional Team..., Product Management, .NET, Governance, IT Management, PMO, Infrastructure, Architectures
Education
Rutgers University
MS, Chemical Engineering
State University of New York at Stony Brook
MS, Technical Systems Management
The Maharaja Sayajirao University of Baroda
BE, Chemical Engineering
Kevin Walczak, CSM, CSPO's Morgan Stanley Wealth Management Experience November 2010 - December 2012
Job Vice President, Investment Products and Services IT, Wealth Management Technology at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Morgan Stanley Wealth Management November 2010 - December 2012
Morgan Stanley December 2008 - October 2010
Merrill Lynch November 2003 - December 2008
Merrill Lynch 2001 - 2003
Merrill Lynch 1999 - 2001
Skills
Software Project..., Agile Project Management, Agile Methodologies, Full SDLC, Scrum, Certified Scrum Product..., Web Development, Visual C#, Visual C++, Objective-C, iPhone Application..., Microsoft SQL Server, SQL, Oracle SQL, Requirements Analysis, Object Oriented Design, Functional Programming, Python, Xcode, Visual Studio, Computational Genomics, Private Pilot, Program Management, PMO, JavaScript, Drupal, R, Product Management, CMS, Certified ScrumMaster, CRM
Education
University of Wisconsin-Madison 1993 — 1995
MA
Rutgers University-New Brunswick 1988 — 1991
BA
Morgan Stanley January 2013 - Present
Morgan Stanley Wealth Management November 2010 - December 2012
Morgan Stanley December 2008 - October 2010
Merrill Lynch November 2003 - December 2008
Merrill Lynch 2001 - 2003
Merrill Lynch 1999 - 2001
Skills
Software Project..., Agile Project Management, Agile Methodologies, Full SDLC, Scrum, Certified Scrum Product..., Web Development, Visual C#, Visual C++, Objective-C, iPhone Application..., Microsoft SQL Server, SQL, Oracle SQL, Requirements Analysis, Object Oriented Design, Functional Programming, Python, Xcode, Visual Studio, Computational Genomics, Private Pilot, Program Management, PMO, JavaScript, Drupal, R, Product Management, CMS, Certified ScrumMaster, CRM
Education
University of Wisconsin-Madison 1993 — 1995
MA
Rutgers University-New Brunswick 1988 — 1991
BA
Patrick Natale's Morgan Stanley Wealth Management Experience August 2009 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2009 - Present
Citi Smith Barney January 2007 - August 2009
Skills
Series 7, Wealth Management, Equities, Capital Markets, Series 24, Series 63, Investments, Investment Strategies, Asset Allocation, ETFs, Fixed Income, Portfolio Management, Equity Research, Alternative Investments, FINRA, Asset Management, Financial Advisory, Investment Advisory
Education
Rutgers University-New Brunswick 1988 — 1992
BA, Economics
Morgan Stanley Wealth Management August 2009 - Present
Citi Smith Barney January 2007 - August 2009
Skills
Series 7, Wealth Management, Equities, Capital Markets, Series 24, Series 63, Investments, Investment Strategies, Asset Allocation, ETFs, Fixed Income, Portfolio Management, Equity Research, Alternative Investments, FINRA, Asset Management, Financial Advisory, Investment Advisory
Education
Rutgers University-New Brunswick 1988 — 1992
BA, Economics
Jeff Schadt's Morgan Stanley Wealth Management Experience January 2010 - Present
Job Advisory Billing Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2010 - Present
Citi January 2007 - October 2010
Citi - Smith Barney April 2005 - January 2007
Skills
Series 7, Asset Allocation, Bloomberg, Equities, Investment Advisory, Strategic Financial..., Finance, Financial Planning, Operations Management, Securities
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
Bachelor of Arts (BA), Finance, General
KInnelon High School
Morgan Stanley Wealth Management January 2010 - Present
Citi January 2007 - October 2010
Citi - Smith Barney April 2005 - January 2007
Skills
Series 7, Asset Allocation, Bloomberg, Equities, Investment Advisory, Strategic Financial..., Finance, Financial Planning, Operations Management, Securities
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
Bachelor of Arts (BA), Finance, General
KInnelon High School
Dina M. Jones's Morgan Stanley Wealth Management Experience 1996 - Present
Job Senior Registered Associate Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management 1996 - Present
Merrill Lynch 1985 - 1988
Skills
FINRA, Wealth Management, Securities, IRAs, Equities, Series 7, Series 63
Education
Riverside Community College 1980 — 1982
Morgan Stanley Wealth Management 1996 - Present
Merrill Lynch 1985 - 1988
Skills
FINRA, Wealth Management, Securities, IRAs, Equities, Series 7, Series 63
Education
Riverside Community College 1980 — 1982
Steve Feldman's Morgan Stanley Wealth Management Experience September 2011 - February 2013
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2013 - Present
Morgan Stanley Wealth Management September 2011 - February 2013
Morgan Stanley Wealth Management March 2010 - February 2013
Morgan Stanley Wealth Management July 2009 - February 2013
Morgan Stanley November 1996 - February 2013
J.P. Morgan November 1995 - July 1996
Prudential Financial September 1989 - August 1995
J. H. Cohn LLP September 1987 - September 1989
Education
Rutgers, The State University of New Jersey-New Brunswick 1983 — 1987
Bachelor of Science (BS), Accounting
J.P. Morgan April 2013 - Present
Morgan Stanley Wealth Management September 2011 - February 2013
Morgan Stanley Wealth Management March 2010 - February 2013
Morgan Stanley Wealth Management July 2009 - February 2013
Morgan Stanley November 1996 - February 2013
J.P. Morgan November 1995 - July 1996
Prudential Financial September 1989 - August 1995
J. H. Cohn LLP September 1987 - September 1989
Education
Rutgers, The State University of New Jersey-New Brunswick 1983 — 1987
Bachelor of Science (BS), Accounting
Michael Korn's Morgan Stanley Wealth Management Experience June 2006 - Present
Job
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2006 - Present
Avaya February 2005 - June 2006
Merrill Lynch January 1996 - February 2005
Skills
Project Portfolio..., Ideation, Strategic Planning, Product Development, Project Implementation, Operations Management, Alternative Investments, Retirement Plans, Process Consultation, Visioning, PMP, Series 7, Series 63, Financial Planning, Financial Modeling, Product Design, Requirements Management, Regulatory Affairs, UML, Investment Products, Re-engineering, Communications Strategy, Conflict Management, Problem Solving, Business Case..., Program Management, financial operations, Solutions Development, Business Optimization, Growth Planning, Growth Management, Consultant Coordination, Operational Efficiency, Financial System..., Change Management, Platform Integration, Private Equity, Strategy, Hedge Funds, Retirement, Investments, Feeders, Business Process..., Vendor Management, ETFs, Portfolio Management, Capital Markets, Martial Arts, Asset Management
Education
Rutgers University-New Brunswick 2000 — 2002
MBA, Finance
University of Rhode Island 1991 — 1995
BA, Political Science
EBHS
Morgan Stanley Wealth Management June 2006 - Present
Avaya February 2005 - June 2006
Merrill Lynch January 1996 - February 2005
Skills
Project Portfolio..., Ideation, Strategic Planning, Product Development, Project Implementation, Operations Management, Alternative Investments, Retirement Plans, Process Consultation, Visioning, PMP, Series 7, Series 63, Financial Planning, Financial Modeling, Product Design, Requirements Management, Regulatory Affairs, UML, Investment Products, Re-engineering, Communications Strategy, Conflict Management, Problem Solving, Business Case..., Program Management, financial operations, Solutions Development, Business Optimization, Growth Planning, Growth Management, Consultant Coordination, Operational Efficiency, Financial System..., Change Management, Platform Integration, Private Equity, Strategy, Hedge Funds, Retirement, Investments, Feeders, Business Process..., Vendor Management, ETFs, Portfolio Management, Capital Markets, Martial Arts, Asset Management
Education
Rutgers University-New Brunswick 2000 — 2002
MBA, Finance
University of Rhode Island 1991 — 1995
BA, Political Science
EBHS
Monica Grace Trinidad Lui, CRPS®'s Morgan Stanley Wealth Management Experience July 2013 - March 2015
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley April 2015 - Present
Morgan Stanley Wealth Management July 2013 - March 2015
Northwestern Mutual May 2009 - May 2013
Citi February 2007 - November 2008
Smith Barney January 2006 - February 2007
Smith Barney May 2004 - December 2005
Wachovia Securities, LLC October 2002 - May 2004
Veritude, a Division of Fidelity Investments June 2002 - October 2002
Morgan Stanley August 2001 - June 2002
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1999
Bachelor of Science, Biology/Biotechnology
Mount St. Dominic Academy 1991 — 1995
High School Diploma
Morgan Stanley April 2015 - Present
Morgan Stanley Wealth Management July 2013 - March 2015
Northwestern Mutual May 2009 - May 2013
Citi February 2007 - November 2008
Smith Barney January 2006 - February 2007
Smith Barney May 2004 - December 2005
Wachovia Securities, LLC October 2002 - May 2004
Veritude, a Division of Fidelity Investments June 2002 - October 2002
Morgan Stanley August 2001 - June 2002
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1999
Bachelor of Science, Biology/Biotechnology
Mount St. Dominic Academy 1991 — 1995
High School Diploma
Cory Colligan's Morgan Stanley Wealth Management Experience 2004 - 2008
Job Northern California Regional Outreach Coordinator at Siemens, Field & Associates, Inc.
Industry Hospital & Health Care
Experience
Siemens, Field & Associates, Inc. 2010 - Present
Bouquet of Fruits 1996 - 2011
Morgan Stanley Wealth Management 2004 - 2008
Skills
Long-term Care, Healthcare, Life Insurance, Workers Compensation, IRAs, Medicare, Retirement, Community Outreach, Retirement Planning, Finance, Insurance, Small Business, Asset Management, Marketing, Health Insurance, Time Management, Team Building, Hospitals, Strategic Planning, Managed Care, Elder Care, Training, Selling, Employee Benefits, Healthcare Management, Medicaid, Seniors, Leadership, Home Care, Case Management, Executive Management, Sales
Education
Queens College
Siemens, Field & Associates, Inc. 2010 - Present
Bouquet of Fruits 1996 - 2011
Morgan Stanley Wealth Management 2004 - 2008
Skills
Long-term Care, Healthcare, Life Insurance, Workers Compensation, IRAs, Medicare, Retirement, Community Outreach, Retirement Planning, Finance, Insurance, Small Business, Asset Management, Marketing, Health Insurance, Time Management, Team Building, Hospitals, Strategic Planning, Managed Care, Elder Care, Training, Selling, Employee Benefits, Healthcare Management, Medicaid, Seniors, Leadership, Home Care, Case Management, Executive Management, Sales
Education
Queens College
Damian MacDonald's Morgan Stanley Wealth Management Experience September 2010 - November 2012
Job DirectorRegulatory Examinations Group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2012 - Present
Morgan Stanley Wealth Management September 2010 - November 2012
Morgan Stanley Wealth Management August 2006 - September 2010
Skills
Legal Writing, Legal Assistance, Securities Regulation, Securities, Management, Corporate Governance, Corporate Law, Legal Research, Arbitration, Due Diligence, Private Equity, Analysis, Equities, Hedge Funds, Capital Markets, Financial Services
Education
Providence College 1999 — 2003
B.A. History, History/Political Science
Morgan Stanley November 2012 - Present
Morgan Stanley Wealth Management September 2010 - November 2012
Morgan Stanley Wealth Management August 2006 - September 2010
Skills
Legal Writing, Legal Assistance, Securities Regulation, Securities, Management, Corporate Governance, Corporate Law, Legal Research, Arbitration, Due Diligence, Private Equity, Analysis, Equities, Hedge Funds, Capital Markets, Financial Services
Education
Providence College 1999 — 2003
B.A. History, History/Political Science
Deepak Lal's Morgan Stanley Wealth Management Experience July 2013 - Present
Job Vice President at Morgan Stanley Wealth Management
Industry Information Technology and Services
Experience
Morgan Stanley Wealth Management July 2013 - Present
JPMorgan Chase April 2012 - July 2013
Citi September 2008 - April 2012
Lehman Brothers July 2007 - July 2008
Morgan Stanley June 1999 - July 2007
Liberty Mutual 1996 - 1998
Tata Steel (Yodogawa) 1993 - 1996
Skills
Data Warehousing, Database Design, Business Intelligence, Data Management, Integration, Project Management, SDLC, Databases, Data Modeling, Data Integration, Performance Tuning, Oracle, ETL, OLAP, Sybase, Data Governance, Perl, DB2
Education
National Institute of Technology,Jamshedpur 1987 — 1991
MCA, COMPUTER SCIENCE
Ranchi University 1982 — 1986
Master of Science, Computer Science
Shiksha Niketan,Telco colony, Jamshedpur, India 1972 — 1982
bssb
Morgan Stanley Wealth Management July 2013 - Present
JPMorgan Chase April 2012 - July 2013
Citi September 2008 - April 2012
Lehman Brothers July 2007 - July 2008
Morgan Stanley June 1999 - July 2007
Liberty Mutual 1996 - 1998
Tata Steel (Yodogawa) 1993 - 1996
Skills
Data Warehousing, Database Design, Business Intelligence, Data Management, Integration, Project Management, SDLC, Databases, Data Modeling, Data Integration, Performance Tuning, Oracle, ETL, OLAP, Sybase, Data Governance, Perl, DB2
Education
National Institute of Technology,Jamshedpur 1987 — 1991
MCA, COMPUTER SCIENCE
Ranchi University 1982 — 1986
Master of Science, Computer Science
Shiksha Niketan,Telco colony, Jamshedpur, India 1972 — 1982
bssb
John F. Poulton, CFP®'s Morgan Stanley Wealth Management Experience January 2009 - June 2014
Job Financial Advisor, Managing Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2014 - Present
Morgan Stanley Wealth Management January 2009 - June 2014
Education
Rensselaer Polytechnic Institute 1973 — 1978
BSME, Mechanical Engineering
Ameriprise Financial Services, Inc. June 2014 - Present
Morgan Stanley Wealth Management January 2009 - June 2014
Education
Rensselaer Polytechnic Institute 1973 — 1978
BSME, Mechanical Engineering
Bethany Colflesh's Morgan Stanley Wealth Management Experience August 2011 - October 2013
Job Compliance Principal
Industry Financial Services
Experience
LPL Financial January 2015 - Present
Wells Fargo Advisors October 2013 - December 2014
Morgan Stanley Wealth Management August 2011 - October 2013
Raymond James & Associates May 2007 - August 2011
Raymond James & Associates May 2007 - August 2009
First National Planning Group April 2005 - May 2007
Skills
Series 7, Series 66, Series 9, Series 63, Securities, Mutual Funds, Retirement Planning, Wealth Management, Investments, Equities, FINRA, Investment Advisory, Retirement
Education
Rider University
Bachelor of Arts, Liberal Sciences; History
Pennsbury High School 1994 — 1998
LPL Financial January 2015 - Present
Wells Fargo Advisors October 2013 - December 2014
Morgan Stanley Wealth Management August 2011 - October 2013
Raymond James & Associates May 2007 - August 2011
Raymond James & Associates May 2007 - August 2009
First National Planning Group April 2005 - May 2007
Skills
Series 7, Series 66, Series 9, Series 63, Securities, Mutual Funds, Retirement Planning, Wealth Management, Investments, Equities, FINRA, Investment Advisory, Retirement
Education
Rider University
Bachelor of Arts, Liberal Sciences; History
Pennsbury High School 1994 — 1998
Laura Thomas's Morgan Stanley Wealth Management Experience January 2006 - Present
Job Executive Director Investment Officer @ Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2006 - Present
Morgan Stanley Investment Management June 1996 - September 2002
Miller, Anderson & Sherrerd June 1987 - June 1996
Skills
Mutual Funds, Series 7, Equities, Fixed Income, Asset Allocation, Asset Managment, Investment Management, Investment Strategies, Portfolio Management, Investments
Education
Rosemont College 2004 — 2004
BS, Management
University of Minnesota-Twin Cities 1979 — 1984
BA, Economics
Morgan Stanley Wealth Management January 2006 - Present
Morgan Stanley Investment Management June 1996 - September 2002
Miller, Anderson & Sherrerd June 1987 - June 1996
Skills
Mutual Funds, Series 7, Equities, Fixed Income, Asset Allocation, Asset Managment, Investment Management, Investment Strategies, Portfolio Management, Investments
Education
Rosemont College 2004 — 2004
BS, Management
University of Minnesota-Twin Cities 1979 — 1984
BA, Economics
Dan Meehan, CFP®, CPWA®, CRPS®'s Morgan Stanley Wealth Management Experience January 2011 - 2012
Job Vice President Wealth Management, Senior Portfolio Manager
Industry Financial Services
Experience
UBS Wealth Management May 2012 - Present
Morgan Stanley Wealth Management January 2011 - 2012
Morgan Stanley Smith Barney 2005 - 2011
Education
The University of Chicago Booth School of Business 2013 — 2013
CERTIFIED PRIVATE WEALTH ADVISOR, Financial Planning and Services
Rowan University
Bachelor of Science (B.S.), Finance, General
Washington Township High School
UBS Wealth Management May 2012 - Present
Morgan Stanley Wealth Management January 2011 - 2012
Morgan Stanley Smith Barney 2005 - 2011
Education
The University of Chicago Booth School of Business 2013 — 2013
CERTIFIED PRIVATE WEALTH ADVISOR, Financial Planning and Services
Rowan University
Bachelor of Science (B.S.), Finance, General
Washington Township High School
Marc Wisotsky, CFP®'s Morgan Stanley Wealth Management Experience January 2006 - Present
Job Second Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2006 - Present
Morgan Stanley October 1987 - December 2005
Skills
Retirement Planning, Wealth Management, Series 7, Series 63
Education
Rutgers University-New Brunswick 1979 — 1983
BA, Business Administration
Morgan Stanley Wealth Management January 2006 - Present
Morgan Stanley October 1987 - December 2005
Skills
Retirement Planning, Wealth Management, Series 7, Series 63
Education
Rutgers University-New Brunswick 1979 — 1983
BA, Business Administration
Greg Barbeau's Morgan Stanley Wealth Management Experience September 2013 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2013 - Present
Barclays September 2008 - September 2013
Lehman Brothers November 2004 - September 2008
Bloomberg June 2001 - October 2004
Education
Providence College 1995 — 2000
Morgan Stanley Wealth Management September 2013 - Present
Barclays September 2008 - September 2013
Lehman Brothers November 2004 - September 2008
Bloomberg June 2001 - October 2004
Education
Providence College 1995 — 2000
Christina Min's Morgan Stanley Wealth Management Experience July 2009 - April 2013
Job Sr. Project Manager / Director / VP / LEED AP
Industry Architecture & Planning
Experience
Jones Lang LaSalle - JP Morgan Chase March 2013 - Present
Morgan Stanley Wealth Management July 2009 - April 2013
Citi Group April 2004 - July 2009
Swanke Hayden Connell Architects May 2001 - April 2004
HOK February 1997 - May 2001
Skills
Space Planning, Strategic Planning, Program Management, Construction Management, Change Management, Space-planning, Project Management, Vendor Management, Project Planning, Budgets, Space planning, Construction, Management, Portfolio Management, Risk Management, Contract Negotiation, Team Building, Forecasting, MS Project, Contract Management, Negotiation, Leadership, Retail, Cross-functional Team..., Real Estate, Due Diligence, Business Process..., Facilities Management, Analysis, Process Improvement, Outsourcing, Strategy, Procurement, Management Consulting, Project Coordination, Business Development, Team Leadership
Education
Pratt Institute
MS
Jones Lang LaSalle - JP Morgan Chase March 2013 - Present
Morgan Stanley Wealth Management July 2009 - April 2013
Citi Group April 2004 - July 2009
Swanke Hayden Connell Architects May 2001 - April 2004
HOK February 1997 - May 2001
Skills
Space Planning, Strategic Planning, Program Management, Construction Management, Change Management, Space-planning, Project Management, Vendor Management, Project Planning, Budgets, Space planning, Construction, Management, Portfolio Management, Risk Management, Contract Negotiation, Team Building, Forecasting, MS Project, Contract Management, Negotiation, Leadership, Retail, Cross-functional Team..., Real Estate, Due Diligence, Business Process..., Facilities Management, Analysis, Process Improvement, Outsourcing, Strategy, Procurement, Management Consulting, Project Coordination, Business Development, Team Leadership
Education
Pratt Institute
MS
Raymond Sich's Morgan Stanley Wealth Management Experience February 2010 - Present
Job Experienced Manager Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2010 - Present
UBS Wealth Management 2006 - 2008
Piper Jaffray 1999 - 2006
US Bancorp 1988 - 1999
Education
Portland State University
BS, Economics
Morgan Stanley Wealth Management February 2010 - Present
UBS Wealth Management 2006 - 2008
Piper Jaffray 1999 - 2006
US Bancorp 1988 - 1999
Education
Portland State University
BS, Economics
Harry Davis's Morgan Stanley Wealth Management Experience June 2010 - November 2011
Job Senior Business Development Manager at The Stowe Group
Industry Information Technology and Services
Experience
The Stowe Group July 2014 - Present
Guardian Life January 2014 - July 2014
The Guardian Life Insurance Company of America November 2011 - December 2013
Morgan Stanley Wealth Management June 2010 - November 2011
Wells Fargo Advisors February 2009 - June 2010
Skills
Business Development, Client Relations, Business Strategy, Sales Process, Marketing, Professional Services, Sales, Leadership, Process Improvement, Social Media
Education
Providence College 2003 — 2007
Bachelor of Arts, English, Political Science
The Stowe Group July 2014 - Present
Guardian Life January 2014 - July 2014
The Guardian Life Insurance Company of America November 2011 - December 2013
Morgan Stanley Wealth Management June 2010 - November 2011
Wells Fargo Advisors February 2009 - June 2010
Skills
Business Development, Client Relations, Business Strategy, Sales Process, Marketing, Professional Services, Sales, Leadership, Process Improvement, Social Media
Education
Providence College 2003 — 2007
Bachelor of Arts, English, Political Science
Susan Reibstein's Morgan Stanley Wealth Management Experience March 2013 - July 2013
Job Counsel at Davis Polk
Industry Law Practice
Experience
Davis Polk & Wardwell LLP March 1998 - March 2014
Morgan Stanley Wealth Management March 2013 - July 2013
Davis Polk & Wardwell LLP February 1995 - March 1998
Morgan, Lewis & Bockius LLP August 1987 - January 1990
Davis Polk & Wardwell LLP October 1982 - June 1987
The Honorable Robert J. Ward June 1981 - August 1981
Capitol Personnel January 1976 - July 1979
Skills
Private Equity, Alternative Investments, Mergers & Acquisitions, Funding, Marketing, International Law, Due Diligence, Venture Capital, Legal Advice, Capital Markets, Hedge Funds, Structured Finance
Education
Rutgers University School of Law - Newark 1979 — 1982
J.D.
University of Rochester 1972 — 1976
BA, History, Political Science
Dwight-Englewood School 1967 — 1972
HS
Davis Polk & Wardwell LLP March 1998 - March 2014
Morgan Stanley Wealth Management March 2013 - July 2013
Davis Polk & Wardwell LLP February 1995 - March 1998
Morgan, Lewis & Bockius LLP August 1987 - January 1990
Davis Polk & Wardwell LLP October 1982 - June 1987
The Honorable Robert J. Ward June 1981 - August 1981
Capitol Personnel January 1976 - July 1979
Skills
Private Equity, Alternative Investments, Mergers & Acquisitions, Funding, Marketing, International Law, Due Diligence, Venture Capital, Legal Advice, Capital Markets, Hedge Funds, Structured Finance
Education
Rutgers University School of Law - Newark 1979 — 1982
J.D.
University of Rochester 1972 — 1976
BA, History, Political Science
Dwight-Englewood School 1967 — 1972
HS
Lily Tu's Morgan Stanley Wealth Management Experience July 2009 - Present
Job Portfolio Manager and Senior Sales Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2009 - Present
Clearwater Capital Partners March 2008 - July 2009
Goldman Sachs May 2007 - March 2008
Goldman Sachs July 2005 - May 2007
Skills
Credit Derivatives, Hedge Funds, Alternative Investments, Equities, Asset Management, Bloomberg, Private Equity, Investor Relations, Fixed Income, Investments, Portfolio Management, Financial Analysis, Due Diligence, Derivatives
Education
Rutgers University-New Brunswick 2001 — 2005
BS, Management Science and Information Systems
Morgan Stanley Wealth Management July 2009 - Present
Clearwater Capital Partners March 2008 - July 2009
Goldman Sachs May 2007 - March 2008
Goldman Sachs July 2005 - May 2007
Skills
Credit Derivatives, Hedge Funds, Alternative Investments, Equities, Asset Management, Bloomberg, Private Equity, Investor Relations, Fixed Income, Investments, Portfolio Management, Financial Analysis, Due Diligence, Derivatives
Education
Rutgers University-New Brunswick 2001 — 2005
BS, Management Science and Information Systems
Edgardo Santiago's Morgan Stanley Wealth Management Experience June 2012 - Present
Job Executive Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2012 - Present
UBS Wealth Management May 2005 - June 2012
Citigroup December 2001 - April 2005
Safra Group August 2000 - October 2001
Education
Rutgers University-New Brunswick 1990 — 1994
BA
Morgan Stanley Wealth Management June 2012 - Present
UBS Wealth Management May 2005 - June 2012
Citigroup December 2001 - April 2005
Safra Group August 2000 - October 2001
Education
Rutgers University-New Brunswick 1990 — 1994
BA
Mary Pinckney Wood's Morgan Stanley Wealth Management Experience June 2013 - Present
Job Working at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2013 - Present
Clearview Trading Advisors October 2010 - May 2013
Global Currents Investment Management July 2008 - June 2010
Brandywine Global Investment Management, LLC February 1999 - June 2008
RIMCO (Riggs Investment Management Corporation) January 1995 - June 1998
RIMCO (Riggs Investment Management) January 1991 - January 1995
RIMCO (Riggs Investment Management April 1990 - January 1991
Legg Mason Wood Walker, Inc August 1988 - April 1990
Skills
Series 7, Equities, Portfolio Management, Asset Managment, Bloomberg, Hedge Funds, Equity Trading, Asset Allocation, Mutual Funds, ETFs, Alternative Investments, Fixed Income, Strategy, Bonds, Trading, Investments
Education
Randolph-Macon Woman's College 1984 — 1988
BA, Economics
Morgan Stanley Wealth Management June 2013 - Present
Clearview Trading Advisors October 2010 - May 2013
Global Currents Investment Management July 2008 - June 2010
Brandywine Global Investment Management, LLC February 1999 - June 2008
RIMCO (Riggs Investment Management Corporation) January 1995 - June 1998
RIMCO (Riggs Investment Management) January 1991 - January 1995
RIMCO (Riggs Investment Management April 1990 - January 1991
Legg Mason Wood Walker, Inc August 1988 - April 1990
Skills
Series 7, Equities, Portfolio Management, Asset Managment, Bloomberg, Hedge Funds, Equity Trading, Asset Allocation, Mutual Funds, ETFs, Alternative Investments, Fixed Income, Strategy, Bonds, Trading, Investments
Education
Randolph-Macon Woman's College 1984 — 1988
BA, Economics
Bencion Pichhadze's Morgan Stanley Wealth Management Experience January 2010 - February 2011
Job Senior Manager Of IT at JD Power and Associates
Industry Information Technology and Services
Experience
Disney ABC Television Group January 2014 - Present
DIRECTV July 2013 - January 2014
JD Power and Associates May 2011 - July 2013
Morgan Stanley Wealth Management January 2010 - February 2011
Edmunds.com 2008 - 2010
Citigroup Global Markets September 2004 - July 2006
Skills
Waterfall, Agile Methodologies, Scrum, Business Analysis, Quality Assurance, Project Management, SDLC, RUP, Software Project..., Vendor Management, Process Improvement, Agile Project Management, Requirements Analysis, User Acceptance Testing, Software Development, SQL, Data Analysis, Microsoft SQL Server, Program Management, Product Management, Integration, Test Automation, Software Quality..., Regression Testing, QTP, Quality Center, MS Project, Unix, Test Planning, Software Documentation, VBScript, Java, Test Cases, Enterprise Architecture, Requirements Gathering, Cross-functional Team..., Manual Testing
Education
City University of New York-Queens College 1994 — 1998
BA, English / Computer Science
Queens College 1994 — 1998
Bachelor's degree
Disney ABC Television Group January 2014 - Present
DIRECTV July 2013 - January 2014
JD Power and Associates May 2011 - July 2013
Morgan Stanley Wealth Management January 2010 - February 2011
Edmunds.com 2008 - 2010
Citigroup Global Markets September 2004 - July 2006
Skills
Waterfall, Agile Methodologies, Scrum, Business Analysis, Quality Assurance, Project Management, SDLC, RUP, Software Project..., Vendor Management, Process Improvement, Agile Project Management, Requirements Analysis, User Acceptance Testing, Software Development, SQL, Data Analysis, Microsoft SQL Server, Program Management, Product Management, Integration, Test Automation, Software Quality..., Regression Testing, QTP, Quality Center, MS Project, Unix, Test Planning, Software Documentation, VBScript, Java, Test Cases, Enterprise Architecture, Requirements Gathering, Cross-functional Team..., Manual Testing
Education
City University of New York-Queens College 1994 — 1998
BA, English / Computer Science
Queens College 1994 — 1998
Bachelor's degree
Jennifer Wunder's Morgan Stanley Wealth Management Experience June 2009 - January 2011
Job Real Estate Associate at Fox Rothschild LLP
Industry Law Practice
Experience
Fox Rothschild LLP September 2014 - Present
McCabe Weisberg & Conway September 2013 - September 2014
McCabe Weisberg & Conway January 2012 - September 2013
Consumer Bankruptcy Assistance Project August 2012 - May 2013
Zeff Law Firm June 2011 - December 2011
Morgan Stanley Wealth Management June 2009 - January 2011
Skills
Research, Microsoft Office, Public Speaking, Social Media, Customer Service, Teamwork, Legal Research, Litigation, Civil Litigation, Motions, Legal Writing, Trials, Lexis, Corporate Law, Real Estate
Education
Temple University - James E. Beasley School of Law 2010 — 2013
J.D
Providence College 2006 — 2010
Bachelor of Arts (B.A.), Business Economics/Finance
Fox Rothschild LLP September 2014 - Present
McCabe Weisberg & Conway September 2013 - September 2014
McCabe Weisberg & Conway January 2012 - September 2013
Consumer Bankruptcy Assistance Project August 2012 - May 2013
Zeff Law Firm June 2011 - December 2011
Morgan Stanley Wealth Management June 2009 - January 2011
Skills
Research, Microsoft Office, Public Speaking, Social Media, Customer Service, Teamwork, Legal Research, Litigation, Civil Litigation, Motions, Legal Writing, Trials, Lexis, Corporate Law, Real Estate
Education
Temple University - James E. Beasley School of Law 2010 — 2013
J.D
Providence College 2006 — 2010
Bachelor of Arts (B.A.), Business Economics/Finance
Jason Elhomsi's Morgan Stanley Wealth Management Experience July 2011 - July 2012
Job CoFounder 3BD LLC
Industry Think Tanks
Experience
3BD LLC (Guidant Systems) January 2013 - Present
Newport Capital Group March 2012 - August 2014
Morgan Stanley Wealth Management July 2011 - July 2012
Nova Fantasy Sports.com October 2010 - December 2010
Skills
Marketing, Facebook, CRM, Advertising, Entrepreneurship, Business Strategy, Research, Market Planning, Marketing Strategy, Social Media Marketing, Marketing Research, Accounting, Microsoft Office, Salesforce.com, Team Leadership, Sales, Management, Social Media, Social Networking, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Online Marketing
Education
Rowan University 2007 — 2011
Bachelor of Science, Marketing
Rowan University 2007 — 2011
Bachelor of Science (B.S.), Marketing
Monmouth Regional
3BD LLC (Guidant Systems) January 2013 - Present
Newport Capital Group March 2012 - August 2014
Morgan Stanley Wealth Management July 2011 - July 2012
Nova Fantasy Sports.com October 2010 - December 2010
Skills
Marketing, Facebook, CRM, Advertising, Entrepreneurship, Business Strategy, Research, Market Planning, Marketing Strategy, Social Media Marketing, Marketing Research, Accounting, Microsoft Office, Salesforce.com, Team Leadership, Sales, Management, Social Media, Social Networking, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Online Marketing
Education
Rowan University 2007 — 2011
Bachelor of Science, Marketing
Rowan University 2007 — 2011
Bachelor of Science (B.S.), Marketing
Monmouth Regional
Anirudh Rathi's Morgan Stanley Wealth Management Experience February 2012 - September 2013
Job Technology Analyst at Morgan Stanley Wealth Management
Industry Computer Software
Experience
Morgan Stanley September 2013 - Present
Morgan Stanley Wealth Management February 2012 - September 2013
Morgan Stanley June 2011 - November 2012
Amdocs August 2008 - June 2010
Skills
C, Java, C, Eclipse, Java Enterprise Edition, Spring, C#, HTML, ASP.NET, Web Services, JavaScript, Software Development, SDLC, Core Java, Visual Studio
Education
Rutgers University-New Brunswick 2010 — 2012
MS, Computer Engineering
Fr. Conceicao Rodrigues College of Engineering 2004 — 2008
BE, Computer Engineering
Morgan Stanley September 2013 - Present
Morgan Stanley Wealth Management February 2012 - September 2013
Morgan Stanley June 2011 - November 2012
Amdocs August 2008 - June 2010
Skills
C, Java, C, Eclipse, Java Enterprise Edition, Spring, C#, HTML, ASP.NET, Web Services, JavaScript, Software Development, SDLC, Core Java, Visual Studio
Education
Rutgers University-New Brunswick 2010 — 2012
MS, Computer Engineering
Fr. Conceicao Rodrigues College of Engineering 2004 — 2008
BE, Computer Engineering
Meeli Chavda's Morgan Stanley Wealth Management Experience March 2012 - September 2013
Job
Industry Financial Services
Experience
PerkinElmer, Inc. March 2015 - Present
JPMorgan Chase March 2014 - April 2015
Morgan Stanley Wealth Management March 2012 - September 2013
Lincoln Financial Group September 2009 - May 2010
Morgan Stanley January 2003 - May 2005
Skills
Financial Analysis, Strategic Financial..., Accounting, Access, Financial Modeling, Corporate Finance, Financial Reporting, Managerial Finance, Finance, Microsoft Excel, Sales, Asset Allocation, Fixed Income, Investments, Portfolio Management, Equities, Asset Management, Mutual Funds, Financial Services, Securities, Wealth Management, Financial Markets, Trading, Retirement Planning, General Ledger, QuickBooks, Financial Planning
Education
Rowan University 2006 — 2010
Bachelors of Science, Finance
PerkinElmer, Inc. March 2015 - Present
JPMorgan Chase March 2014 - April 2015
Morgan Stanley Wealth Management March 2012 - September 2013
Lincoln Financial Group September 2009 - May 2010
Morgan Stanley January 2003 - May 2005
Skills
Financial Analysis, Strategic Financial..., Accounting, Access, Financial Modeling, Corporate Finance, Financial Reporting, Managerial Finance, Finance, Microsoft Excel, Sales, Asset Allocation, Fixed Income, Investments, Portfolio Management, Equities, Asset Management, Mutual Funds, Financial Services, Securities, Wealth Management, Financial Markets, Trading, Retirement Planning, General Ledger, QuickBooks, Financial Planning
Education
Rowan University 2006 — 2010
Bachelors of Science, Finance
Miriam Franke's Morgan Stanley Wealth Management Experience September 2012 - October 2012
Job Product Control Group at Societe Generale
Industry Banking
Experience
Morgan Stanley Wealth Management September 2012 - October 2012
Ridge Clearing and Outsourcing Solutions March 2011 - June 2011
Societe Generale May 2005 - February 2011
Instinet Corporation 1995 - 2007
SG Cowen Securities Corp 1991 - 1995
Skills
Bloomberg, Securities, Fixed Income, Middle Office, Equities, Derivatives, Back Office, Finance, Trading, Banking, FINRA, Financial Services, FX Options, SWIFT Payments, AML, Anti Money Laundering, Investment Banking
Education
Queensborough Community College 1980 — 1983
Associates, Business
Morgan Stanley Wealth Management September 2012 - October 2012
Ridge Clearing and Outsourcing Solutions March 2011 - June 2011
Societe Generale May 2005 - February 2011
Instinet Corporation 1995 - 2007
SG Cowen Securities Corp 1991 - 1995
Skills
Bloomberg, Securities, Fixed Income, Middle Office, Equities, Derivatives, Back Office, Finance, Trading, Banking, FINRA, Financial Services, FX Options, SWIFT Payments, AML, Anti Money Laundering, Investment Banking
Education
Queensborough Community College 1980 — 1983
Associates, Business
John Lederer's Morgan Stanley Wealth Management Experience December 2013 - December 2014
Job Senior Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. December 2014 - Present
Morgan Stanley Wealth Management December 2013 - December 2014
UBS Wealth Management December 2011 - December 2013
Education
Providence College
Bachelor of Science, Business Administration
Don Bosco Preparatory High School
College Preparatory
Oppenheimer & Co. Inc. December 2014 - Present
Morgan Stanley Wealth Management December 2013 - December 2014
UBS Wealth Management December 2011 - December 2013
Education
Providence College
Bachelor of Science, Business Administration
Don Bosco Preparatory High School
College Preparatory
Jason Josephiac, CFA's Morgan Stanley Wealth Management Experience September 2006 - December 2006
Job Pension Investments at United Technologies
Industry Investment Management
Experience
United Technologies July 2013 - Present
The Boston Company Asset Management February 2010 - June 2013
The Boston Company Asset Management June 2008 - February 2010
BNY Mellon September 2007 - May 2008
TowerGroup May 2007 - August 2007
Morgan Stanley Wealth Management September 2006 - December 2006
Delta Equity June 2005 - January 2006
Skills
Alternative Investments, Hedge Funds, Equities, Mutual Funds, Asset Managment, Investments, Capital Markets, Investment Management, Asset Allocation, Investment Strategies, Pensions, Fixed Income, Private Equity, Bloomberg Terminal, Asset Management, Portfolio Management, Equity Research, Bloomberg
Education
Bentley University 2004 — 2008
Bachelor of Science, Finance, Economics, International Studies, 3.75/4.0
RMIT University 2006 — 2006
Study Abroad Program
United Technologies July 2013 - Present
The Boston Company Asset Management February 2010 - June 2013
The Boston Company Asset Management June 2008 - February 2010
BNY Mellon September 2007 - May 2008
TowerGroup May 2007 - August 2007
Morgan Stanley Wealth Management September 2006 - December 2006
Delta Equity June 2005 - January 2006
Skills
Alternative Investments, Hedge Funds, Equities, Mutual Funds, Asset Managment, Investments, Capital Markets, Investment Management, Asset Allocation, Investment Strategies, Pensions, Fixed Income, Private Equity, Bloomberg Terminal, Asset Management, Portfolio Management, Equity Research, Bloomberg
Education
Bentley University 2004 — 2008
Bachelor of Science, Finance, Economics, International Studies, 3.75/4.0
RMIT University 2006 — 2006
Study Abroad Program
Sam Mannera's Morgan Stanley Wealth Management Experience August 2011 - January 2012
Job Licensed Personal Banker II at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2015 - Present
Merrill Lynch October 2012 - January 2015
Merrill Lynch February 2012 - October 2012
Morgan Stanley Wealth Management August 2011 - January 2012
Fulton Bank September 2009 - January 2012
Skills
Financial Analysis, Finance, Investments, Microsoft Word, Microsoft Office, Wealth Management
Education
Rowan University 2010 — 2012
Bachelor of Science (BS), Finance, General, 3.895
Rowan College at Gloucester County 2008 — 2010
Associate of Science (A.S.), Business Administration and Management, General
Wells Fargo January 2015 - Present
Merrill Lynch October 2012 - January 2015
Merrill Lynch February 2012 - October 2012
Morgan Stanley Wealth Management August 2011 - January 2012
Fulton Bank September 2009 - January 2012
Skills
Financial Analysis, Finance, Investments, Microsoft Word, Microsoft Office, Wealth Management
Education
Rowan University 2010 — 2012
Bachelor of Science (BS), Finance, General, 3.895
Rowan College at Gloucester County 2008 — 2010
Associate of Science (A.S.), Business Administration and Management, General
Margo Price's Morgan Stanley Wealth Management Experience August 2013 - Present
Job Accounting and Finance Professional
Industry Computer Software
Experience
Morgan Stanley Wealth Management August 2013 - Present
Open Water Applications November 2011 - Present
Comcast Spotlight August 2008 - January 2011
Certified Security Solutions, Inc January 2000 - January 2003
Wilshire Real Estate Investment Trust January 1998 - January 2000
First Interstate Bank January 1986 - January 1995
Deloitte January 1981 - January 1986
Skills
Accounting
Education
Portland State University 1976 — 1981
B.S, Business Administration; Accounting
Morgan Stanley Wealth Management August 2013 - Present
Open Water Applications November 2011 - Present
Comcast Spotlight August 2008 - January 2011
Certified Security Solutions, Inc January 2000 - January 2003
Wilshire Real Estate Investment Trust January 1998 - January 2000
First Interstate Bank January 1986 - January 1995
Deloitte January 1981 - January 1986
Skills
Accounting
Education
Portland State University 1976 — 1981
B.S, Business Administration; Accounting
Kolton Goodman's Morgan Stanley Wealth Management Experience May 2013 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2013 - Present
Morgan Stanley Smith Barney May 2012 - March 2013
Conner Strong May 2011 - May 2012
Skills
Series 7, series 66
Education
Rowan University
Bachelor of Arts (B.A.), Business, Marketing and Economics
Morgan Stanley Wealth Management May 2013 - Present
Morgan Stanley Smith Barney May 2012 - March 2013
Conner Strong May 2011 - May 2012
Skills
Series 7, series 66
Education
Rowan University
Bachelor of Arts (B.A.), Business, Marketing and Economics
Dale Ignjatovic's Morgan Stanley Wealth Management Experience July 2012 - Present
Job Mutual Funds Distribution Analyst at MorganStanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2012 - Present
Morgan Stanley August 2007 - July 2012
BNY Mellon 1999 - 2007
Skills
Mutual Funds, Investments, Series 7, Financial Advisory, Financial Markets, Series 63, Data Analysis, Sales, Financial Services, Wealth Management, Portfolio Management
Education
Ramapo College of NJ
Bachelor's degree, Business administration, Finance
Morgan Stanley Wealth Management July 2012 - Present
Morgan Stanley August 2007 - July 2012
BNY Mellon 1999 - 2007
Skills
Mutual Funds, Investments, Series 7, Financial Advisory, Financial Markets, Series 63, Data Analysis, Sales, Financial Services, Wealth Management, Portfolio Management
Education
Ramapo College of NJ
Bachelor's degree, Business administration, Finance
Jeff Bonafe's Morgan Stanley Wealth Management Experience January 2010 - February 2012
Job Regional Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Natixis Global Asset Management February 2012 - September 2014
Morgan Stanley Wealth Management January 2010 - February 2012
Citi January 2009 - January 2010
Citi August 2007 - January 2009
Citi May 2006 - July 2007
Skills
Alternative Investments, Series 63, Asset Managment, Series 7, Series 65, Portfolio Management, Asset Management, Investment Advisory, Separately Managed..., Asset Allocation, Investments, Mutual Funds, Equities, ETFs, Fixed Income, Hedge Funds, Wealth Management, Uniform Combined State..., Retirement Planning, Securities, Investment Strategies
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Morgan Stanley October 2014 - Present
Natixis Global Asset Management February 2012 - September 2014
Morgan Stanley Wealth Management January 2010 - February 2012
Citi January 2009 - January 2010
Citi August 2007 - January 2009
Citi May 2006 - July 2007
Skills
Alternative Investments, Series 63, Asset Managment, Series 7, Series 65, Portfolio Management, Asset Management, Investment Advisory, Separately Managed..., Asset Allocation, Investments, Mutual Funds, Equities, ETFs, Fixed Income, Hedge Funds, Wealth Management, Uniform Combined State..., Retirement Planning, Securities, Investment Strategies
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Kamalpreet Dhesi's Morgan Stanley Wealth Management Experience June 2011 - August 2011
Job Tax Intern at EY
Industry Accounting
Experience
EY June 2014 - August 2014
Rutgers Learning Center May 2012 - December 2013
Morgan Stanley Wealth Management June 2011 - August 2011
JCPenney May 2008 - August 2010
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2014
Accounting
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Minor in Human Resource Management
EY June 2014 - August 2014
Rutgers Learning Center May 2012 - December 2013
Morgan Stanley Wealth Management June 2011 - August 2011
JCPenney May 2008 - August 2010
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2014
Accounting
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Minor in Human Resource Management
Igor Elman's Morgan Stanley Wealth Management Experience June 2012 - Present
Job Fixed Income Wealth Management, Associate
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Morgan Stanley Wealth Management June 2012 - Present
Morgan Stanley Smith Barney October 2011 - June 2012
ICAP North America June 2010 - September 2010
Creditex May 2008 - September 2008
Skills
SharePoint, Strategy, Financial Services, Series 7, Bonds, Capital Markets, Derivatives, Investments, Fixed Income, Finance, Trading, Portfolio Management, Financial Markets, Wealth Management, Securities
Education
Rutgers Business School 2007 — 2011
Finance/Economics
Morgan Stanley August 2014 - Present
Morgan Stanley Wealth Management June 2012 - Present
Morgan Stanley Smith Barney October 2011 - June 2012
ICAP North America June 2010 - September 2010
Creditex May 2008 - September 2008
Skills
SharePoint, Strategy, Financial Services, Series 7, Bonds, Capital Markets, Derivatives, Investments, Fixed Income, Finance, Trading, Portfolio Management, Financial Markets, Wealth Management, Securities
Education
Rutgers Business School 2007 — 2011
Finance/Economics
Margaret Dooley's Morgan Stanley Wealth Management Experience June 2012 - Present
Job Complex Managers Assistant at Morgan Stanley Wealth Management
Industry
Experience
Morgan Stanley Wealth Management June 2012 - Present
Education
Providence College 2008 — 2012
Red Bank Catholic
Red Bank Catholic
Red Bank Catholic
Morgan Stanley Wealth Management June 2012 - Present
Education
Providence College 2008 — 2012
Red Bank Catholic
Red Bank Catholic
Red Bank Catholic
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.