Morgan Stanley Wealth Management

Industry: Financial services company

Description

Morgan Stanley Wealth Management is an American multinational financial services corporation specializing in retail brokerage. It is the wealth & asset management division of Morgan Stanley. Customer service: 00 1 801-617-9150 Assets under management: 2.05 trillion USD (2014) CEO: James P. Gorman (Jan 2012–) Headquarters: Purchase, Harrison, New York, United States Parent organization: Morgan Stanley Domestic Holdings Inc Founders: Charles D. Barney, Edward B. Smith

Morgan Stanley Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Morgan Stanley Wealth Management Salaries. You can even request information on how much does Morgan Stanley Wealth Management pay if you want to. Learn about salaries, pros and cons of working for Morgan Stanley Wealth Management directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

3,277 Morgan Stanley Wealth Management employees in database. Find out everything there's to know about Morgan Stanley Wealth Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Morgan Stanley Wealth Management Employees

Employee
Years
Job
Industry
Ricardo Doddoli Ricardo Doddoli Dallas/Fort Worth Area Details
Ricardo Doddoli's Morgan Stanley Wealth Management Experience June 2013 - August 2013
Job Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  September 2013 - Present
Morgan Stanley Wealth Management   June 2013 - August 2013
Fine Mexican Food Products, Inc.   2011 - 2012

Skills
Finance, Business Development, Financial Reporting, Due Diligence, Financial Services, Valuation, Accounting, Investments, Financial Modeling, Financial Analysis, Strategic Financial..., Private Equity, Portfolio Management, Financial Planning

Education
University of San Diego   2011 — 2013
Bachelor of Business Administration (BBA) in Finance

Santiago Canyon College   2009 — 2011
Associate of Arts (A.A.) in Economics, Economics

Michael C. Grannis, CFP®, ChFC® Michael C. Grannis, CFP®, ChFC® Fresno, California Area Details
Michael C. Grannis, CFP®, ChFC®'s Morgan Stanley Wealth Management Experience September 2007 - June 2014
Job Vice President, Wealth Advisor at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank  July 2015 - Present
Merrill Lynch Wealth Management, Bank of America Corporation  June 2014 - July 2015
Morgan Stanley Wealth Management   September 2007 - June 2014
Bridgestone  June 2006 - September 2007

Education
San Diego State University-California State University   2002 — 2006
Bachelor's Degree, Business Administration

Patrick Park Patrick Park Honolulu, Hawaii Details
Patrick Park's Morgan Stanley Wealth Management Experience June 2004 - February 2008
Job Market Analyst at GAS Technologies, Inc.
Industry Farming
Experience
GAS Technologies, Inc.   October 2010 - Present
Prudential Financial  June 2012 - March 2013
The Guardian Life Insurance Company of America  April 2011 - May 2012
Sun Life Financial  March 2008 - June 2009
Morgan Stanley Wealth Management   June 2004 - February 2008
Santa Barbara Bank & Trust  March 2001 - March 2004

Skills
Operational Efficiency, Cost Efficiency, Energy Efficiency..., Account Management, Public Relations, Marketing, Green Technology, Green Living, Variable Annuities, Social Networking, Direct Marketing, Finance, Email Marketing, Entrepreneurship, Life Insurance, Solar Energy, Management, Marketing Strategy, Social Media, Social Media Marketing, Event Management, Investments, Leadership, Project Management, Public Speaking, Strategic Planning

Education
San Francisco State University   1997 — 1999
Bachelor of Science (B.S.), Business Administration, Marketing

Santa Barbara City College   1996 — 1997
Associate of Arts (A.A.), Economics

Darcy (Darcy Richardson) Krieger Darcy (Darcy Richardson) Krieger Placerville, California Details
Darcy (Darcy Richardson) Krieger's Morgan Stanley Wealth Management Experience 1990 - 2001
Job Mosquito Volunteer Fire Association Chairperson
Industry Apparel & Fashion
Experience
El Dorado County, Health and Human Services   August 2015 - Present
Morgan Stanley Wealth Management   1990 - 2001
National Indian Justice Center   1988 - 1990

Skills
Project Management, Management

Education
Sonoma State University   1990 — 1993
Bachelor of Arts, History and Philosophy of Science and Technology

Santa Rosa Junior College
Associate of Arts (A.A.), Data Processing

Joseph Nagelberg Joseph Nagelberg New York, New York Details
Joseph Nagelberg's Morgan Stanley Wealth Management Experience July 2010 - January 2012
Job Product Specialist Corporate Investor Relations at Ipreo
Industry Financial Services
Experience
Ipreo  January 2012 - Present
Morgan Stanley Wealth Management   July 2010 - January 2012

Skills
Financial Analysis, Investor Relations, Microsoft Excel, Hedge Funds, Financial Modeling, Equities, SaaS, Sales, Solution Selling, Business Strategy, Alternative Investments, Strategic Communications, Market Data, Big Data, Equity Capital Markets, Equity Trading, Bloomberg, Fixed Income

Education
Skidmore College   2006 — 2010
Bachelor of Science (BS), Business Management and Economics (Double Major)

Brittany Haun, CIMA Brittany Haun, CIMA Seattle, Washington Details
Brittany Haun, CIMA's Morgan Stanley Wealth Management Experience 2011 - 2014
Job Investment Management
Industry Financial Services
Experience
Merrill Lynch, Pierce, Fenner & Smith   2014 - 2015
Morgan Stanley Wealth Management   2011 - 2014
Morgan Stanley Wealth Management   2010 - 2011
Morgan Stanley Wealth Management   2007 - 2010
Swiss Finance Academy   2007 - 2007

Skills
Investment Management, Strategic Analysis /..., Financial Advisement..., Billion-Dollar..., Financial Plans /..., Performance Reports /..., Client Relationship..., IPOs / M&As / LBOs /..., High-Net-Worth Client..., Client AUM, Book of Business..., Partnership Development, Team Building / Training, Workflow Prioritization, Project Management, Portfolio Construction, Research Processes, Deal Simulations, Investment Policy...

Education
Seattle Pacific University
Bachelor of Arts in Economics

Bianca Cross Bianca Cross San Jose, California Details
Bianca Cross's Morgan Stanley Wealth Management Experience October 2011 - June 2013
Job Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  June 2013 - Present
Morgan Stanley Wealth Management   October 2011 - June 2013
Ameriprise Financial Services, Inc.   June 2007 - October 2011
Citi  March 2003 - June 2007
Bank of America  August 2000 - March 2003

Skills
Saving for Education, Wealth Management, Protection..., Estate Planning, College Savings Plans, Asset Allocation, Wealth Accumulation, Financial Goals, Roth IRA, High Net Worth..., Life Insurance, Banking, Disability Insurance, Credit, Asset Management, Fully licensed. Series..., Investments, Strategic Financial..., Retirement, Series 7, Uniform Combined State..., 401k Rollovers, IRAs

Education
San Jose State University
Business Finance

West Valley College
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences/Liberal Studies

Ada Lee Ada Lee San Bruno, California Details
Ada Lee's Morgan Stanley Wealth Management Experience April 2014 - Present
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management   April 2014 - Present
Bank of America  May 2011 - March 2014
Westin Hotels & Resorts  January 2011 - May 2011
Larkspur Hotels and Restaurants - Hotel Abri   June 2010 - August 2010
Healey & Associates  May 2008 - August 2010
Hotel Nikko San Francisco  June 2009 - November 2009

Skills
Leadership Development, Microsoft Excel, Cross Selling, Customer Service, Loans, Microsoft Office, Sales Management, Social Networking, Microsoft Word, PowerPoint, Sales, Customer Satisfaction, Outlook

Education
San Francisco State University, College of Business   2008 — 2010
Bachelor of Science, Hospitality & Tourism Management, Minor in Business Administration

University of California, Davis   2003 — 2007
Undeclared - Fine Arts

Thurgood Marshall Academic High School   1999 — 2003
HS Diploma

Cesar Chavez Middle School   1995 — 1999

Matt Sampson Matt Sampson San Francisco Bay Area Details
Matt Sampson's Morgan Stanley Wealth Management Experience May 2012 - March 2013
Job Financial Advisor Associate at Golub Group, LLC
Industry Financial Services
Experience
Golub Group, LLC  June 2014 - Present
Pi Kappa Alpha Corporation  June 2013 - May 2014
Golub Group, LLC  March 2013 - June 2013
Morgan Stanley Wealth Management   May 2012 - March 2013

Skills
Leadership, Management, Sales, Finance, Investments, Portfolio Management, Financial Planning

Education
San Jose State University   2009 — 2013
Bachelor of Science (B.S.), Finance

James Anadon James Anadon San Francisco Bay Area Details
James Anadon's Morgan Stanley Wealth Management Experience March 2011 - August 2014
Job Business Development Director at Pacific Equity Partners™, USA
Industry Investment Banking
Experience
Pacific Equity Partners™, USA   August 2014 - Present
Morgan Stanley Wealth Management   March 2011 - August 2014
Cherokee Powder Coating   June 2008 - January 2010
Elixir Industries  June 2007 - May 2008
Acadamy Of Influence   March 2007 - May 2007

Skills
Cold Calling, Lead Generation, New Business Development, Business Strategy, Project Management, Project Engineering, Sales, Sales Management, Shop Drawings, AutoCAD, Mastercam, Entrepreneurship, Business Relationship..., People-oriented, Phone Etiquette, NLP, Microsoft Office, Microsoft Excel, Adobe Creative Suite, Social Networking, Financial Analysis, Account Management, Series 7, Management, Marketing, Business Development, Marketing Strategy, Leadership

Education
San Francisco State University   2014 — 2016
Bachelor of Arts (B.A.), Economics, Finance and Banking

City College of San Francisco   2011 — 2013
Transfer To CSU, Business, Management, Economics, Finance, 3.5

Sierra High School   2002 — 2006
General Diploma, General Studies, 3.25

lindbergh education center   2004 — 2005
Computer Aided Drafting and Manufacturing, 4.0

Scott Huband, CFP Scott Huband, CFP Orange County, California Area Details
Scott Huband, CFP's Morgan Stanley Wealth Management Experience July 2010 - January 2014
Job Senior Wealth Advisor at Wealth TEAMS Solutions
Industry Financial Services
Experience
Wealth TEAMS Solutions   September 2015 - Present
RBC Wealth Management  February 2014 - September 2015
Morgan Stanley Wealth Management   July 2010 - January 2014
The Ayco Company, L.P., a Goldman Sachs Company   August 2009 - July 2010
Family Office Services, Inc.   June 2007 - July 2009

Skills
Event Planning, Financial Planners, Income Tax, Marketing, Marketing Strategy, Microsoft Office, Project Planning, Public Speaking, Retirement, Customer Service, Management, Social Media, Team Building, Wealth Management...

Education
San Diego State University-California State University   2006 — 2008
B.S. Degree in Business Administration with a Major in Financial Services, Financial Services

Wheaton College

Thomas Strawn Thomas Strawn Seattle, Washington Details
Thomas Strawn's Morgan Stanley Wealth Management Experience February 2014 - Present
Job CSA for Morgan Stanley Smith Barney
Industry Investment Management
Experience
Morgan Stanley Wealth Management   February 2014 - Present
Starbucks  August 2011 - February 2014
Best Buy  January 2007 - July 2010

Skills
Customer-focused Service, Fast-paced, Computer Proficiency, Bookkeeping, Graphic Design, Typing, Writing, Youth Mentoring, Consulting, Proposal Writing, High Energy Level, works well in a team..., Works well with children, Accepting Responsibility, Friendly Personality, Client Rapport, Maintaining A Positive..., Great Organizer, Order Processing, Learning Quickly, Employee Training, Recognition Awards, Profitable Growth, Authentic

Education
Seattle University   2010 — 2012

Sheboygan North High School   2002 — 2006
High School Diploma

Elizabeth DuFlo Elizabeth DuFlo Dallas, Texas Details
Elizabeth DuFlo's Morgan Stanley Wealth Management Experience July 2014 - February 2015
Job Wealth Management
Industry Financial Services
Experience
Morgan Stanley  June 2015 - Present
Morgan Stanley  July 2014 - March 2015
Morgan Stanley Wealth Management   July 2014 - February 2015
AXA Equitable  April 2013 - April 2014

Skills
Investment Advisory..., Securities, Life Insurance, Series 7, Investment Advisory, Fixed Annuities, Insurance, IRAs, Financial Advisory, Term Life Insurance, Retirement Planning, Retirement, Mutual Funds, Financial Services, Investments, Portfolio Management

Education
Sewanee-The University of the South   2004 — 2008
Bachelor of Arts (BA), European History

Christopher Donald Christopher Donald Seattle, Washington Details
Christopher Donald's Morgan Stanley Wealth Management Experience November 2012 - April 2013
Job
Industry Investment Management
Experience
Russell Investments  August 2013 - May 2014
Redhawk Fund   June 2012 - June 2013
Morgan Stanley Wealth Management   November 2012 - April 2013
Alpha Chi Omega Fraternity, Inc.   January 2011 - June 2012
Olympia Highlanders Bagpipe Band   2009 - 2011

Skills
Bloomberg Terminal, Budgets, Data Analysis, Equity Research, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Access, VBA

Education
Seattle University   2012 — 2013
Bachelor of Arts (B.A.), Finance, General, 3.5

South Puget Sound Community College
Associate's degree, Business Administration

Ronalyn Medina Ronalyn Medina Greater New York City Area Details
Ronalyn Medina's Morgan Stanley Wealth Management Experience January 2014 - Present
Job Vice President at Morgan Stanley Wealth Management
Industry Information Technology and Services
Experience
Morgan Stanley Wealth Management   January 2014 - Present
Genpact Headstrong Capital Markets  June 1997 - January 2014
Morgan Stanley Smith Barney  September 2009 - December 2013
Pitney Bowes Business Insight  June 2006 - September 2009
Capital One Auto Finance  February 2006 - April 2007
Group 1 Software  March 2003 - July 2005
Rexel  2000 - 2003
James Martin & Co.   June 1997 - April 2000

Skills
Scrum, Testing, Outsourcing, Software Quality..., Analysis, Offshore Project..., Software Project..., Agile Methodologies, Business Analysis, CRM, Data Center, Integration, Management, PMP, Project Management, Quality Assurance, Requirements Analysis, Requirements Gathering, SDLC, Software Development

Education
Saint Paul University   1994 — 1997
BSICS, Information and Computer Science

Lauren Eve Singer Lauren Eve Singer New York, New York Details
Lauren Eve Singer's Morgan Stanley Wealth Management Experience March 2013 - October 2013
Job Finance, Banking & Corporate Real Estate/ Project Management Professional
Industry Financial Services
Experience
Allianz Global Investors  May 2015 - August 2015
PIMCO  February 2015 - February 2015
Och-Ziff Capital Management  December 2014 - December 2014
Morgan Stanley Wealth Management   March 2013 - October 2013
Morgan Stanley  May 2007 - October 2013
Morgan Stanley  March 2007 - May 2007
Keefe, Bruyette & Woods Asset Management (KBWAM)   January 2007 - March 2007
Cushman & Wakefield  December 2006 - December 2006

Skills
Outlook, Training, Research, Finance, Relationship Management, Building Relationships, Social Networking, Project Management, Real Estate, Change Management, Program Management, Online Research, Analyze Problems, Analyze Information, Solutions Focused, Organizational..., Project Management Plan, Program Budgeting, Process Analysis, Professional Experience, Corporate Development, Project Coordination, Program Coordination, Collaborative Problem..., Collaborative Leadership, Judgment, Analytical Skills, Analysis, Reliable, Communication Skills, Strategic Planning, Time Management, Conflict Management, Conflict Resolution, Psychology, Motivated self-starter, Highly motivated..., Solution Focused, Close Attention to..., Follow-through Skills, Following Up, Microsoft Office, Process Improvement, SharePoint, Office Administration, Teamwork, Financial Services, Budgets, Vendor management, Vendor Management

Education
New School for Social Research   2006 — 2006
MA, Psychology

Sarah Lawrence College   1994 — 2002
BA & MA, Psychology

Rachel Zalkind Rachel Zalkind Santa Clara, California Details
Rachel Zalkind's Morgan Stanley Wealth Management Experience June 2013 - September 2013
Job Sales Development at WePay
Industry Marketing and Advertising
Experience
WePay  2015 - Present
Santa Clara University, Office of Undergraduate Admission   November 2012 - Present
Santa Clara University, Office of the President   January 2015 - Present
Oasis Collections  August 2014 - November 2014
Centro Humanitario Para Los Trabajadores   June 2014 - July 2014
Santa Clara University  September 2013 - June 2014
Morgan Stanley Wealth Management   June 2013 - September 2013

Skills
Spanish, Facebook, Critical Thinking, Public Speaking, Social Networking, Tutoring, Event Planning, CRM, Blogging, Customer Service, Interpersonal...

Education
Santa Clara University   2012 — 2016
Marketing, Senior

IES Abroad Buenos Aires
Latin American Societies and Cultures

Mountain Vista High School   2008 — 2012

Jessica Amparo Jessica Amparo Vero Beach, Florida Details
Jessica Amparo's Morgan Stanley Wealth Management Experience February 2011 - February 2012
Job Account Executive at The Brandit Agency
Industry Marketing and Advertising
Experience
Florida Blue  September 2013 - October 2014
Morgan Stanley Wealth Management   February 2011 - February 2012
Tradition Asiel Securities North America   March 2008 - March 2010
BGC Partners  October 2005 - December 2007
GFI Group  May 2001 - April 2005
GFI Group  July 1995 - May 2001

Skills
Investments, Equities, Financial Services, Wealth Management, Fixed Income, Investment Banking, Financial Management..., Strategic Development..., Results Driven, Research and Data..., Time Management, Problem Solving, Communication and..., Motivation and..., Customer Management, Relationship Management, Retirement Planning, Financial Analysis, Securities, Emerging Markets, Building Relationships, Highly detail oriented, Bloomberg, Series 7, Series 63, Series 65, Florida Life, Health,..., Outstanding..., Finance, Result Oriented, Capital Markets, Customer Service, Derivatives, Hedge Funds, Sales, Trading, Management, Marketing, Marketing Strategy, Business Development, Leadership, Strategic Planning, Social Networking, Social Media, Bonds, Training, Team Building, Financial Markets, Negotiation, Insurance

Education
Keiser University   2013 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration - Finance

St. John's University   1993 — 1995
Economics

Colin Hirai Colin Hirai Greater New York City Area Details
Colin Hirai's Morgan Stanley Wealth Management Experience March 2013 - June 2013
Job Summer Analyst Intern at Jefferies
Industry Investment Management
Experience
Jefferies  May 2015 - Present
Seattle University Redhawk Fund   May 2013 - June 2014
Morgan Stanley Wealth Management   March 2013 - June 2013
Alpha Kappa Psi - Omega Gamma Chapter   January 2012 - March 2013
Seattle University Japanese Student Organization (SUJSA)   September 2011 - June 2012
Armani Exchange  June 2011 - August 2011

Skills
Financial Analysis, Data Analysis, Portfolio Management, Economics, Leadership, Event Planning, Social Media Marketing, Microsoft Office, Market Research, Marketing, Teamwork, Social Media, Team Leadership, Entrepreneurship, Analysis

Education
Stevens Institute of Technology   2014 — 2016
Master's Degree, Financial Engineering, 3.8

Seattle University   2010 — 2014
Bachelor of Arts in Business Administration (BABA), Finance and Business Economics Double Major with a Minor in Mathematics, Senior

Clifford Young Clifford Young San Francisco Bay Area Details
Clifford Young's Morgan Stanley Wealth Management Experience November 2011 - May 2013
Job Financial Services
Industry Financial Services
Experience
Merrill Lynch  October 2013 - Present
Morgan Stanley Wealth Management   November 2011 - May 2013
AT&T Mobility  July 2006 - November 2011

Skills
Microsoft Office, Investments, Financial Analysis, Financial Reporting, Portfolio Management, Risk Management, Financial Modeling, Analytics

Education
San Francisco State University
Bachelor of Science (BS), Biology

Jason Newman Jason Newman Camas, Washington Details
Jason Newman's Morgan Stanley Wealth Management Experience August 2012 - June 2014
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments  June 2014 - Present
Morgan Stanley Wealth Management   August 2012 - June 2014
Wells Fargo Advisors, LLC  November 2011 - July 2012
Globalbased Technologies  February 2011 - November 2011
Mazuma Capital Corp  August 2010 - February 2011
The Church of Jesus Christ of Latter-day Saints  May 2005 - May 2007

Skills
Sales Management, Financial Analysis, Customer Service, Microsoft Office, Investments, Account Management, Spanish, Securities, Financial Advisory, Customer Relations, Excel, Writing

Education
University of Utah - David Eccles School of Business

Salt Lake Community College

Hilary R. Sievers Hilary R. Sievers Columbus, Ohio Area Details
Hilary R. Sievers's Morgan Stanley Wealth Management Experience January 2014 - Present
Job Vice President, Field Leadership & Service Development Program Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  August 2015 - Present
Morgan Stanley Wealth Management   January 2014 - Present
Assistant Vice President at Morgan Stanley Wealth Management   August 2006 - January 2014
Behavioral Treatments   January 2003 - October 2007
Vector Marketing  July 2003 - July 2006

Skills
Training, Financial Services, Wealth Management, Mutual Funds, Leadership Development, Strategic Financial..., Team Leadership, Relationship Management, Securities, FINRA, Marketing Communications, Leadership, Photography, Portfolio Management, Investments, Asset Allocation, Recruiting, Retirement Planning, Fixed Income, Finance, Equities, Risk Management, Marketing, Financial Advisory, Professional..., Human Resources, Product Management, People Development, Training Management, Positive Psychology, Corporate Communications, Internal Communications, Digital Photography, Graphic Design, Lifestyle Photography, Adult Learning Theory, Equality & Diversity, Diversity & Inclusion, Securities Licensing, Project Management, SharePoint, Virtual Teams, Corporate Branding, Employee Training, Coaching Staff, Management, Customer Service, Organizational Culture, Change Management, Culture Change

Education
University of Phoenix
Bachelor of Science in Business Management, Business Management

Sinclair Community College
Associate of Applied Science in Visual Communications, Visual Communications

Brookville High
High School

Michelle Fu Michelle Fu San Francisco Bay Area Details
Michelle Fu's Morgan Stanley Wealth Management Experience April 2013 - December 2013
Job Relationship banker JPMC
Industry Financial Services
Experience
J.P. Morgan   August 2015 - Present
Wells Fargo  January 2014 - July 2015
Morgan Stanley Wealth Management   April 2013 - December 2013
Gap Inc.  July 2008 - June 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Facebook, Retail, Marketing, Outlook, Merchandising, Market Research, Advertising, Financial Analysis, Public Speaking, Research, Data Entry, Marketing Communications, Analysis, Management, Critical Thinking

Education
San Francisco State University, College of Business   2012 — 2014
Bachelor of Science (BS), Marketing

Charles Chuck Gruppuso Charles Chuck Gruppuso Greater New York City Area Details
Charles Chuck Gruppuso's Morgan Stanley Wealth Management Experience September 2006 - Present
Job Executive Director
Industry Financial Services
Experience
Morgan Stanley Wealth Management   September 2006 - Present
UBS Financial Services  1989 - 2006

Skills
Securities, Trading Systems, Wealth Management, Hedge Funds, Equities, Business Relationship..., Finance, Electronic Trading, Capital Markets, Portfolio Management, Vendor Management, Fixed Income, Series 7, Financial Services, Series 24, Financial Modeling, Series 63, Asset Management, Executive Management, FINRA, Investments, Relationship Management, Risk Management, SDLC, Strategic Financial..., Private Equity, Options, Banking, Mutual Funds, Bonds, Bloomberg, Investment Banking, Trading, Financial Markets, Alternative Investments, Leadership Development, Business Analysis, Wealth Management..., Project Management, Financial Analysis, Retirement, IT Strategy, Program Management, 401k, Asset Allocation, Investment Advisory, Mergers & Acquisitions, Derivatives, Retirement Planning

Education
Saint Peter's University   1991 — 1996

CHARLES TRAN CHARLES TRAN San Francisco Bay Area Details
CHARLES TRAN's Morgan Stanley Wealth Management Experience December 2013 - March 2014
Job Financial Analyst at Lockheed Martin
Industry Consumer Electronics
Experience
Lockheed Martin  August 2015 - Present
Jive Software  June 2015 - August 2015
Panasonic Industrial Devices Sales Company of America  March 2014 - June 2015
Morgan Stanley Wealth Management   December 2013 - March 2014
Second Harvest Food Bank  September 2013 - March 2014

Education
San Jose State University   2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General

Peter Cifaratta Peter Cifaratta Greater New York City Area Details
Peter Cifaratta's Morgan Stanley Wealth Management Experience May 2013 - August 2013
Job Finance Student at Seton Hall University (Class of 2016)
Industry Financial Services
Experience
Fortistar  June 2015 - August 2015
BNY Mellon  June 2014 - August 2014
Morgan Stanley Wealth Management   May 2013 - August 2013

Skills
Leadership, Tenacious Work Ethic, DCF Valuation, Equity Research, Microsoft Excel, Persistence, Microsoft Word, Access Database, OneNote, PowerPoint

Education
Seton Hall University   2012 — 2016

Robert Gardiner Robert Gardiner Chestnut Hill, Massachusetts Details
Robert Gardiner's Morgan Stanley Wealth Management Experience July 2014 - August 2014
Job Student at SewaneeThe University of the South
Industry Financial Services
Experience
Morgan Stanley Wealth Management   July 2014 - August 2014
Value Retail  July 2013 - August 2013
Romney for President  May 2012 - August 2012
Morgan Stanley Private Wealth Management  June 2011 - August 2011
Vineyard Vines  June 2006 - August 2010

Skills
Public Speaking, Investment Banking, Cold Calling, Wealth Management, Entrepreneurship, Social Media Marketing, Marketing Strategy, Financial Analysis, Retail Marketing, Visual Merchandising, Consulting, Risk Assessment, Microsoft Excel, Microsoft Word, Presentations, PowerPoint

Education
Sewanee-The University of the South   2010 — 2015
Bachelor of Arts (B.A.), History

Noble and Greenough School   2004 — 2010

Cynthia Ghaffari Cynthia Ghaffari Greater Seattle Area Details
Cynthia Ghaffari's Morgan Stanley Wealth Management Experience October 2014 - Present
Job Complex Business Development Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management   October 2014 - Present
Connecticut Women's Business Development Council   May 2014 - September 2014
Morgan Stanley Wealth Management   January 2012 - April 2014
Morgan Stanley Smith Barney  August 2005 - December 2011
Morgan Stanley  June 2004 - August 2005
Morgan Stanley  May 1999 - June 2004
BankAmerica Investment Services, Inc.   April 1993 - April 1999
Charles Schwab  November 1988 - March 1993

Skills
Fixed Income, Capital Markets, Investments, Bonds, Portfolio Management, Financial Services, Financial Advisory, Marketing, Series 7, Series 63, Wealth Management, Securities, Equities, Series 24, Asset Managment, FINRA, Mutual Funds, Asset Allocation, Investment Strategies, Asset Management

Education
San Diego State University-California State University
Bachelor of Science, Business Administration - Finance

University of California, Berkeley
Certificate, Personal Financial Planning

Raj Cheema Raj Cheema Greater New York City Area Details
Raj Cheema's Morgan Stanley Wealth Management Experience September 2013 - October 2013
Job Hedge Fund Operations Associate at US Bancorp Fund Services
Industry Financial Services
Experience
U.S. Bank   March 2015 - Present
Express Scripts  May 2014 - February 2015
Morgan Stanley Wealth Management   September 2013 - October 2013
Life Time Fitness  April 2012 - August 2013

Skills
Customer Service, Team Leadership, Microsoft Excel, Microsoft Office, Social Media, Coaching, Teamwork, Windows, Wealth Management, Healthcare, Diet and Nutrition, Sales, Research, Outlook, Finance, Bloomberg Terminal, Unclaimed Property, Financial Analysis

Education
Seton Hall University
Bachelor of Business Administration (B.B.A.), Finance, General

Jolene Weston Jolene Weston Greater San Diego Area Details
Jolene Weston's Morgan Stanley Wealth Management Experience April 2010 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management   April 2010 - Present
Torrey Pines Capital Management   March 2008 - December 2009
Real Time Bookkeeping   December 2007 - February 2008
San Diego State University  March 2005 - December 2007
Del Sol San Diego   October 2003 - February 2005

Skills
Hedge Funds, Financial Planning, Investments, Asset Allocation, Marketing Research, Sales, Strategic Financial..., Customer Service, Product Marketing, Portfolio Management, Mutual Funds, Sales Operations, Event Planning, Finance, Time Management, Marketing, Alternative Investments, Market Analysis, Equities, Asset Management, Financial Modeling, Wealth Management, Retirement Planning

Education
San Diego State University-California State University   2006 — 2007
Master of Science (M.S.), Marketing

San Diego State University-California State University   2002 — 2006
Bachelor of Science (B.S.), Finance

Stefan Schwarz Stefan Schwarz Greater New York City Area Details
Stefan Schwarz's Morgan Stanley Wealth Management Experience 2013 - Present
Job Client Service Associate. Series 7, 66
Industry Financial Services
Experience
Morgan Stanley Wealth Management   2013 - Present
Fidelity Investments  June 2012 - August 2012
U.S. Department of State Consulate General Calgary   June 2011 - August 2011

Skills
French, Finance, Economics, Investments, Microsoft Excel, PowerPoint, Microsoft Word, Econometrics, Research, Public Speaking, Financial Analysis, Fixed Income, Data Analysis, Financial Modeling, Analysis, Microsoft Office

Education
Tufts University   2009 — 2013
Bachelor of Arts (B.A.), Economics, International Relations

Sciences Po Paris   2011 — 2012
Undergraduate Exchange Programme, Economics, International Relations

The Wheatley School   2005 — 2009
High School

Gianluca Truffini Gianluca Truffini Greater New York City Area Details
Gianluca Truffini's Morgan Stanley Wealth Management Experience September 2014 - Present
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management   September 2014 - Present
Morgan Stanley Wealth Management   June 2014 - August 2014
Axcess Media Platforms, LLC   May 2013 - June 2014

Skills
Microsoft Office, Microsoft Excel, Social Media, Data Analysis, Asset Management, Microsoft Word, Social Networking, Financial Analysis, Accounting, Analysis, Outlook, Research, Sales, Finance, Financial Reporting, Strategic Planning, Financial Accounting, Risk Management, PowerPoint, Teamwork, Time Management, Customer Service, Market Research, Investments, Management, Communication, Portfolio Management, Financial Modeling, Leadership, Marketing, Financial Services, Wealth Management, Marketing Strategy, Marketing Communications, Public Speaking, Financial Planning

Education
Saint Joseph's University - Erivan K. Haub School of Business   2010 — 2014
Bachelor of Science (B.S.), Accounting

Christian Brothers Academy   2006 — 2010
High School, High School Diploma

Paul D'Andrea Paul D'Andrea New York, New York Details
Paul D'Andrea's Morgan Stanley Wealth Management Experience May 2012 - Present
Job Executive Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management   May 2012 - Present
Citigroup  September 1997 - May 2012
Smith Barney Shearson  May 1991 - August 1993
Smith Barney, Harris Upham & Co., Inc.   October 1988 - May 1991
Thompson McKinnon Securities   May 1987 - October 1988
Dean Witter Reynolds  May 1986 - May 1987

Skills
Equities, Equity Trading, Series 63, ETFs, Options, Portfolio Management, Electronic Trading, Alternative Investments, Trading, Series 7, Fixed Income, Investments, Trading Systems, Mergers & Acquisitions, FINRA, Capital Markets, Securities, Hedge Funds, Asset Management

Education
Seton Hall University   1982 — 1986
BS in Finance, CUM LAUDE

Manasquan High School   1978 — 1982

Kevin C. Dare Kevin C. Dare Baltimore, Maryland Area Details
Kevin C. Dare's Morgan Stanley Wealth Management Experience June 2010 - Present
Job Vice President Trading Operations Manager
Industry Financial Services
Experience
Morgan Stanley Wealth Management   June 2010 - Present
Citi  September 2008 - June 2010
Citi  November 2007 - September 2008
Sacred Heart University  2002 - 2004

Skills
Investments, Equities, Series 7, Securities, Series 63, Microsoft Excel, Finance, Fixed Income, Equity Trading, Trading, Series 65, Options, Account Reconciliation, Commodity, Middle Office, Financial Services, Capital Markets, Derivatives, Financial Advisory, Settlement, DTC, Wealth Management, Management

Education
Sacred Heart University   2002 — 2006
Bachelor of Science, Finance and Business Management

Richard R. Leo Richard R. Leo Greater New York City Area Details
Richard R. Leo's Morgan Stanley Wealth Management Experience December 2012 - July 2014
Job Analyst, Corporate P&A at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  July 2014 - Present
Morgan Stanley Wealth Management   December 2012 - July 2014
Morgan Stanley Smith Barney  July 2012 - December 2012
The Ayco Company, L.P., a Goldman Sachs Company   August 2011 - May 2012
Merrill Lynch  June 2010 - August 2010

Skills
Bloomberg Certified..., Morningstar, Capital IQ, Bloomberg, Finance, Mutual Funds, Equities, Bloomberg Terminal, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Investments, Thompson One, Corporate Finance, Microsoft Office, Series 7, Wealth Management, Portfolio Management

Education
Siena College   2008 — 2012
Bachelor of Science (B.S.), Finance

Leah Talmont Leah Talmont United States Details
Leah Talmont's Morgan Stanley Wealth Management Experience 2012 - 2013
Job
Industry
Experience
Morgan Stanley Wealth Management   2012 - 2013

Skills
Research, Negotiation, Adult Education, Outlook, Microsoft Office, Public Speaking, PowerPoint, Language Arts, Spanish, ESL, Customer Service, Teaching, Special Education

Education
Sacred Heart University
Master's, Religious Studies

Southern CT State University
Bachelor of Science, Elementary Education

Southern CT State University
Bachelor of Arts, Spanish

Southern CT State University
Bachelor of Science, Elementary Education

St. Luke's Independent Day School, New Canaan

UCONN
Accounting/Liberal Arts

UCONN
Accounting/Liberal Arts

Colette Rex Colette Rex Omaha, Nebraska Details
Colette Rex's Morgan Stanley Wealth Management Experience March 2011 - November 2012
Job Executive Vice President at COR Clearing, LLC
Industry Financial Services
Experience
COR Clearing LLC  November 2012 - Present
Morgan Stanley Wealth Management   March 2011 - November 2012
BPU Investment Management, Inc  April 2010 - October 2010
Grandview Group   July 2007 - December 2009
AXA Advisors, LLC  August 2000 - March 2007
The MONY Group  2003 - 2005
Pershing  March 1994 - August 2000
Pershing  September 1990 - August 2000
Pershing Div of BNY   June 1993 - March 1994
Pershing Div of BNY   December 1990 - June 1993

Education
Saint Peter's University   1992 — 1995
B.S., Business Management

Lake High School   1974 — 1978

Middlebranch Junior High

Saint Peter's College
B.S, Business Management

The Ohio State University

James O'Connell James O'Connell Greater New York City Area Details
James O'Connell's Morgan Stanley Wealth Management Experience October 2011 - June 2013
Job Consultant at Capco
Industry Management Consulting
Experience
Capco  March 2015 - Present
Capco  October 2013 - March 2015
Morgan Stanley Wealth Management   October 2011 - June 2013
Morgan Stanley Wealth Management   January 2011 - October 2011
McMahon Lyon-Hartnett Funeral Home   June 2009 - September 2011
Bagels-on-Hudson   July 2007 - January 2011

Skills
PowerPoint, Microsoft Excel, Public Speaking, Outlook, Microsoft Word, Microsoft Office, Research, Thompson One, Investments, Analysis, Finance, Recruiting, Earth Science, Corporate Finance, Portfolio Management, Facebook, Time Management, Leadership, Teamwork, Customer Service, Market Research, Data Analysis, Wealth Management, Management, Accounting, Strategic Planning, Data Entry, Marketing Communications, Marketing Strategy, Economics, Managerial Finance, Access, Banking, Capital Markets, Business Analysis, Strategy, Equities, Financial Reporting, Business Strategy, Eviews, Trading, Project Management, Financial Markets, Financial Modeling, Financial Analysis, Fixed Income, Valuation, Alternative Investments, CRM, Derivatives

Education
Sacred Heart University   2009 — 2013
Bachelor, Finance, Economics

Sacred Heart University, John F. Welch College of Business   2009 — 2013
Bachelor of Science, Finance, Economics

David Carlor, Six Sigma David Carlor, Six Sigma Greater New York City Area Details
David Carlor, Six Sigma's Morgan Stanley Wealth Management Experience March 2013 - April 2014
Job AVP, Merrill Edge/ Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  December 2014 - Present
Carlor Financial Group   May 2013 - December 2014
Morgan Stanley Wealth Management   March 2013 - April 2014
TD  May 2012 - April 2013
GE CAPITAL  July 2004 - July 2012
GE CAPITAL  February 2008 - September 2010
Sacred Heart University  January 2000 - December 2003

Skills
Financial Reporting, Financial Analysis, Budgeting, Negotiation, Contract Negotiation, Budgets, Investments, Portfolio Management, Strategic Financial..., Financial Risk, Risk Management, Financial Services, Asset Management, Public Speaking, Credit, Microsoft Office, Team Building, Insurance, Credit Analysis, Finance, Management, Accounting, Business Development, Loans, Fixed Income, Analysis, Financial Planning

Education
Sacred Heart University
BS, FINANCE

Sacred Heart University
BS, Business Administration and Management, General

Andrew Bukowski Andrew Bukowski Stanhope, New Jersey Details
Andrew Bukowski's Morgan Stanley Wealth Management Experience November 2013 - May 2014
Job Driving Instructor at Gotham Dream Cars
Industry Financial Services
Experience
Gotham Dream Cars  April 2013 - May 2015
Morgan Stanley Wealth Management   November 2013 - May 2014
Group Twenty Six  June 2012 - August 2012

Skills
Economics, Statistics, Mathematics, Entrepreneurship, Real Estate Economics, Financial Analysis, Finance

Education
Rutgers, The State University of New Jersey-Newark   2008 — 2013
Bachelor of Arts (B.A.), Economics

Hopatcong High School   2004 — 2008

Brad Pitlyk Brad Pitlyk Saint Louis, Missouri Details
Brad Pitlyk's Morgan Stanley Wealth Management Experience May 2013 - September 2013
Job Student at Saint Louis University
Industry Financial Services
Experience
Midwest Regional Bank  June 2015 - Present
Saint Louis University  August 2011 - April 2015
Morgan Stanley  May 2013 - October 2014
Morgan Stanley Wealth Management   May 2013 - September 2013

Skills
Leadership, Financial Analysis, Finance, Financial Advisory, Work Ethic, Highly Dedicated

Education
Saint Louis University   2011 — 2015

Kernell Rutledge Kernell Rutledge Greater New York City Area Details
Kernell Rutledge's Morgan Stanley Wealth Management Experience July 2012 - Present
Job Assistant Vice President at Morgan Stanley Wealth Management
Industry Investment Banking
Experience
Morgan Stanley Wealth Management   July 2012 - Present
General Glass and Metal LLC   November 2009 - November 2011
Mitsubishi UFJ Inc   May 2000 - March 2008
Mitsubishi UFJ Inc   December 1989 - March 2008
Bank of Tokyo- Mitsubishi UFJ Inc   April 1995 - May 2000
Bank of Tokyo Information Services   December 1989 - April 1995
Drexel Burnham Lambert Inc  July 1985 - December 1989

Skills
Fixed Income, Equities, Securities, Banking

Education
St. Peter's College   1979 — 1991
Bachelor of Science, Accounting

Saint Peters' College
B.S; AMA's, Accounting; Comprehensive Project Management

Allan Mason Allan Mason Greater New York City Area Details
Allan Mason's Morgan Stanley Wealth Management Experience August 2013 - Present
Job Manager at Accenture
Industry Financial Services
Experience
Accenture  July 2014 - Present
Morgan Stanley Wealth Management   August 2013 - Present
IBM  November 2009 - August 2013
AKM Jewelry   January 2003 - March 2009
IBM  May 1998 - January 2004
PricewaterhouseCoopers  January 1992 - May 1998

Education
University of Georgia - Terry College of Business   1999 — 2001
MBA, Marketing

Saint Joseph's University   1996 — 1998
B.Sc., Marketing

Central HIgh School

Caroline Viano Caroline Viano Greater Boston Area Details
Caroline Viano's Morgan Stanley Wealth Management Experience January 2014 - June 2014
Job Marketing Product Manager & Assistant Vice President at BofA Global Capital Management
Industry Financial Services
Experience
Bank of America  June 2014 - Present
Morgan Stanley Wealth Management   January 2014 - June 2014
Morgan Stanley Smith Barney  January 2011 - December 2013
Boston University  September 2009 - January 2011
Dunkin' Brands  May 2008 - August 2008
Smith Barney  June 2007 - August 2007

Skills
CRM, Marketing, Market Research, Leadership, Sales, Advertising, Financial Services, Microsoft Office, Microsoft Excel, Asset Management, Retail, Event Planning, Fundraising, Public Speaking, Management, Finance, Investments, Analysis, Strategic Planning, Portfolio Management, Social Media Marketing, Customer Service, PowerPoint, Wealth Management, Strategy, Business Development, Financial Analysis, Research, Marketing Strategy

Education
Saint Michael's College   2005 — 2009
B.S., Business Administration and Marketing

Notre Dame Academy, Hingham   2001 — 2005
High School

Jessie Guest Jessie Guest Greater Boston Area Details
Jessie Guest's Morgan Stanley Wealth Management Experience January 2010 - May 2010
Job Account Manager at Financial Engines
Industry Financial Services
Experience
Financial Engines  June 2013 - Present
Commonwealth Financial Network  June 2011 - June 2013
Commonwealth Financial Network  June 2011 - July 2012
Invest in Girls   September 2012 - 2012
Fidelity Investments  July 2010 - June 2011
Simmons College Technology Helpdesk   January 2009 - June 2010
Morgan Stanley Wealth Management   January 2010 - May 2010
Lantern Financial LLC  May 2009 - August 2009
Maine State Government   May 2008 - August 2008

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Outlook, Customer Service, Social Networking, Investments, Series 7, Finance

Education
Simmons College   2006 — 2010
B.A, Economics

Adam Stone Adam Stone Greater New York City Area Details
Adam Stone's Morgan Stanley Wealth Management Experience April 2014 - July 2015
Job Asset Management DueDiligence at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  July 2015 - Present
Morgan Stanley Wealth Management   April 2014 - July 2015
SS&C GlobeOp  March 2013 - April 2014
UBS Wealth Management  February 2011 - February 2013
Fairholme Capital Management, LLC  2008 - 2010

Skills
Wealth Management, Hedge Funds, Securities, Alternative Investments, Series 7, Bloomberg, Mutual Funds, Financial Services, Fund Administration, Investor Relations, Equities, Asset Allocation, Series 66, Morningstar, Separately Managed..., High Net Worth..., Client Service Oriented, Consolidated Reporting, Restricted Stock, Fund Of Funds, Investment Advisory, Options, Investment Strategies, Investments, Bloomberg Terminal, Institutional..., Wealth Management..., Corporate Actions, Credit, Loans, FINRA

Education
Rutgers, The State University of New Jersey-New Brunswick   2004 — 2008

Millburn Senior High School-Millburn, NJ.   2000 — 2004

Alexandra Stabile Alexandra Stabile Carlisle, Pennsylvania Details
Alexandra Stabile's Morgan Stanley Wealth Management Experience January 2013 - May 2013
Job Curatorial Intern at U.S. Army Heritage and Education Center (AHEC) Army Museum
Industry Museums and Institutions
Experience
U.S. Army Heritage Education Center (AHEC) Museum   August 2015 - Present
Pennsylvania GOP   February 2015 - June 2015
Pennsylvania GOP   January 2015 - February 2015
Salve Regina University  September 2013 - January 2014
Morgan Stanley Wealth Management   January 2013 - May 2013
Congressman Todd Platts of District 19, PA   May 2012 - August 2012

Skills
Microsoft Office, Microsoft Word, PowerPoint, Philosophy, Writing, Research, Art History, Social Media, Teamwork, Public Speaking, Team Leadership, Editing, Creative Writing, Customer Service, Art

Education
St. Clare's, Oxford, UK   2013 — 2013
Academic Summer Programme

Salve Regina University   2010 — 2014
Bachelor's Degree, Philosophy, Summa Cum Laude

Salve Regina University   2010 — 2014
Minor, Art History

Sean Singh Sean Singh Greater New York City Area Details
Sean Singh's Morgan Stanley Wealth Management Experience May 2012 - August 2012
Job Transportation Analyst
Industry Transportation/Trucking/Railroad
Experience
Sysco Foods  October 2013 - July 2015
Sysco Foods  April 2013 - November 2013
World Business Lenders, LLC  October 2012 - November 2012
Morgan Stanley Wealth Management   May 2012 - August 2012
Staples  June 2006 - May 2012

Skills
Microsoft Office, Customer Service, Problem Solving, Teamwork, Team Management, Quick Thinker, Fast Learner, Time Management, Access, Management, Accounting, Auditing, Marketing, Process Improvement, Sales, Account Management, PowerPoint, Microsoft Excel, Microsoft Word

Education
Rutgers University   2007 — 2011
BS, Accounting & Management

Dr. Ronald E. McNair Academic High School   2003 — 2007
High School Diploma

Erinn Boon Erinn Boon Greater Boston Area Details
Erinn Boon's Morgan Stanley Wealth Management Experience January 2013 - Present
Job Assistant at Morgan Stanley Wealth Management
Industry Writing and Editing
Experience
Morgan Stanley Wealth Management   January 2013 - Present
Summer Sitters   May 2010 - Present
Patch.com; Canton MA   January 2012 - January 2013
Get Fit Get Life  December 2011 - January 2013
Get Fit Get Life  December 2011 - January 2013
Get Fit Get Life  December 2011 - January 2013
Sidelines Literary and Art Magazine   September 2010 - May 2012
Cape Cod Life Publications  October 2011 - December 2011

Skills
Windows, Adobe, InCopy, Photoshop, Microsoft Office, Social Media, Facebook, Twitter, Wordpress, Blogging, Basic French, Microsoft Excel, Outlook, Invoicing, WordPress, Creative Writing

Education
Simmons College   2008 — 2012
Bachelor of Arts, English: Writing

Gerald Schwolsky Gerald Schwolsky Greater New York City Area Details
Gerald Schwolsky's Morgan Stanley Wealth Management Experience January 2007 - Present
Job Senior Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management   January 2007 - Present
Ryan Beck & Co.   February 1999 - December 2006
Tradition  April 1989 - February 1999
Bierbaum Martin   1984 - 1988
Bierbaum Martin   1984 - 1988

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Outlook, Financial Analysis, PowerPoint, Insurance

Education
Skidmore College   1976 — 1980
Bachelor of Arts (B.A.), History

McBurney School   1972 — 1976
High School Diploma

Janis Marshall Janis Marshall Greater Boston Area Details
Janis Marshall's Morgan Stanley Wealth Management Experience June 2014 - Present
Job Assistant Vice President, Complex Service Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management   June 2014 - Present
Morgan Stanley  September 2006 - May 2014

Skills
Administrative..., Spreadsheets, Outlook, Office Management, Travel Arrangements, Microsoft Excel, Data Entry, Calendaring, PowerPoint, Microsoft Word, Office Administration, Calendars, Concur, Microsoft Office, Customer Service, PeopleSoft, Confidentiality, Event Planning, Human Resources, Expense Management, Microsoft Office 2007, Expense Reports, Teamwork, New Hire Orientations, Invoice Processing

Education
Salem State College

Ahmad Khokhar Ahmad Khokhar San Francisco Bay Area Details
Ahmad Khokhar's Morgan Stanley Wealth Management Experience June 2012 - August 2012
Job Business Banking Analyst, Venture Capital / Private Equity Services at First Republic Bank
Industry Financial Services
Experience
First Republic Bank  April 2015 - Present
Comerica Bank  August 2014 - April 2015
Comerica Bank  July 2013 - July 2014
Bridge Bank  January 2013 - May 2013
Technology Credit Union  June 2012 - December 2012
Morgan Stanley Wealth Management   June 2012 - August 2012
WordWatch, Inc.   August 2011 - April 2012

Skills
Financial Analysis, Finance, Credit, Portfolio Management, Credit Analysis, Commercial Banking, Start-ups, Credit Risk, Commercial Lending, Underwriting, Business Development, Real Estate Lending, SBA, Venture Capital, Private Equity, Venture Financing, Investments

Education
San Jose State University
B.S Business Administration, Finance/ Economics

Chartered Financial Analyst (CFA) Program
Chartered Financial Analyst, Investments and Securities

Tim Ramsell Tim Ramsell San Francisco Bay Area Details
Tim Ramsell's Morgan Stanley Wealth Management Experience June 2011 - April 2012
Job Financial Analyst at Symantec
Industry Financial Services
Experience
Symantec  August 2013 - Present
City of Los Altos  June 2013 - August 2013
City of San Jose  May 2010 - August 2013
AMD  May 2012 - August 2012
Morgan Stanley Wealth Management   June 2011 - April 2012
Jamba Juice  April 2008 - April 2011

Skills
Leadership, PowerPoint, Microsoft Excel, Time Management, Outlook, Microsoft Office, Teamwork, Finance, Microsoft Word, Data Analysis, Project Management, Team Leadership, Customer Service, Event Planning, Public Speaking, Cross-functional Team..., Social Networking, Social Media, Budgets, Analysis, Training, NextGen, Research, Team Building, Facebook, Data Entry, FCI Databases, Morningstar, SAP, Analytical Skills, Event Management, Excel, ACT Systems, Aloha, eRestaurant, Highly Analytical, Attention To Detail, Self Starter, PeopleSoft, Inventory Management, Community Outreach, Oracle E-Business Suite, Nonprofits, Oracle Applications, Hyperion HFM, Essbase, Hyperion Planning, Public Relations, ThomsonOne, Lean Six Sigma

Education
San Jose State University   2008 — 2012
BS, Corporate Financial Management, 3.62

Gregory Ludman Gregory Ludman Greater Philadelphia Area Details
Gregory Ludman's Morgan Stanley Wealth Management Experience May 2012 - August 2012
Job Financial Intern at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Wealth Management   May 2012 - August 2012
Kona Enterprises   May 2010 - August 2010

Skills
Microsoft Office, Excel, Word, PowerPoint, Customer Service, Microsoft Excel

Education
Saint Joseph's University - Erivan K. Haub School of Business   2009 — 2013
Bachelor of Science in Business Administration, Finance, Risk Management and Insurance

George Minniti George Minniti Greater Philadelphia Area Details
George Minniti's Morgan Stanley Wealth Management Experience December 1987 - Present
Job Vice President, Morgan Stanley, Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management   December 1987 - Present

Education
Saint Joseph's University   1982 — 1985

April Valdivia April Valdivia San Francisco Bay Area Details
April Valdivia's Morgan Stanley Wealth Management Experience June 2014 - Present
Job Registered Client Service Associate Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management   June 2014 - Present
Charles Schwab  June 2011 - June 2014
Charles Schwab & Co  March 2007 - April 2011
Charles Schwab & Co  March 2009 - September 2009
Fisher Investments  June 2005 - March 2007
Round Hill Securities  March 2003 - June 2005

Skills
Series 7, Series 63, Mutual Funds, Securities, Investments, Equities, FINRA, Series 65, Financial Services, Alternative Investments, Asset Allocation, Asset Management, Finance, Investment Advisory, Microsoft Office, Retirement Planning, Risk Management, Series 24, Wealth Management

Education
San Francisco State University   2000 — 2003
Bachelor of Arts (B.A.), Spanish Language and Literature

San Francisco State University
B.A, Spanish

Brandon Castleberry Brandon Castleberry Washington D.C. Metro Area Details
Brandon Castleberry's Morgan Stanley Wealth Management Experience April 2013 - Present
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management   April 2013 - Present
Washington Redskins  February 2012 - March 2013
Prince George's County Public Schools  August 2011 - December 2012
United States Golf Association  June 2011 - July 2011
National Institutes of Health  June 2006 - August 2010

Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Archtics Ticketing..., Oracle Applications, Marketing Communications, Sales, Event Management, Sports Management, Sports Marketing, Teaching, Client Relations Skills, Superior Client Service, Sports, Facebook, Event Planning

Education
Salisbury University   2007 — 2010
B.A, Communication Arts: Human Communications Studies, Marketing Management

Nick Fairclough Nick Fairclough Greater Salt Lake City Area Details
Nick Fairclough's Morgan Stanley Wealth Management Experience December 2012 - August 2013
Job Quality Assurance Director
Industry Financial Services
Experience
Blink Software Solutions   December 2013 - Present
Morgan Stanley Wealth Management   December 2012 - August 2013
CafeNow   August 2010 - December 2012
The Cambridge Financial Center  March 2008 - July 2010
FranklinCovey  July 2006 - September 2007
Utah Jazz NBA   June 1994 - May 2004

Skills
Sports, Business Development, Microsoft Excel, Investments, Public Relations, Sales Management, Team Building, Microsoft Word, Microsoft Office, Fixed Annuities, Team Leadership, PowerPoint

Education
University of Utah   2005 — 2007
Bachelor of Science (BS), Organizational Communications

Salt Lake Community College   2003 — 2005
Associate's degree, Organizational Communication, General

Jennifer Maruca Jennifer Maruca Greater New York City Area Details
Jennifer Maruca's Morgan Stanley Wealth Management Experience December 2012 - Present
Job Director of Advisory Development and Integrated Planning at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management   December 2012 - Present
Morgan Stanley Wealth Management   July 2009 - December 2012
Morgan Stanley Wealth Management   July 2008 - July 2009
Smith Barney  2005 - 2008
Smith Barney  February 2000 - May 2005
Solomon Smith Barney  December 1998 - March 2000
Merrill Lynch  May 1994 - December 1998

Skills
Series 7, Change Management, Asset Allocation, Wealth Management, Alternative Investments, Asset Management, Bloomberg, Capital Markets, ETFs, Equities, FINRA, Finance, Financial Advisory, Financial Services, Fixed Income, Hedge Funds, Insurance, Investment Advisory, Investment Management, Investment Strategies, Investments, Mutual Funds, Options, Portfolio Management, Relationship Management, Retirement Planning, Securities, Series 63, Strategic Financial..., High Net Worth..., Wealth Management..., Series 65, Business Development

Education
Shippensburg University of Pennsylvania   1990 — 1994
B.S.B.A, Economics, Finance

Leonard Katz Leonard Katz Fort Myers, Florida Area Details
Leonard Katz's Morgan Stanley Wealth Management Experience May 2009 - Present
Job Portfolio Management Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management   May 2009 - Present
UBS Financial Services  August 2003 - May 2009
Smith Barney  August 1997 - August 2003

Education
University of Central Florida   1986 — 1989
BS Finance, Business Finance

Santa Fe Community College   1983 — 1986
AA - Business, Business

Aiko Taylor Aiko Taylor Greater Seattle Area Details
Aiko Taylor's Morgan Stanley Wealth Management Experience June 2013 - January 2014
Job Tax Staff Accountant at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP  January 2015 - Present
Thrive Communities, Inc.   June 2014 - December 2014
BradleyKirschner CPA firm   November 2013 - June 2014
Morgan Stanley Wealth Management   June 2013 - January 2014
Equity Residential  February 2013 - September 2013
Archstone  July 2008 - March 2013
Nordstrom  February 2007 - January 2008

Skills
Apartments, Property Management, Leases, Real Estate, Lease Administration, Rentals, Real Estate Development, Affordable Housing, Tenant, Investment Properties, Residential Homes, Customer Service, Contract Negotiation, Finance, Fair Housing, Long-term Customer..., Aquisition, Sales, MRI Software, Team Building, Leadership, Disposition, Asset Management, Negotiation, Accounting

Education
Seattle Pacific University   2012 — 2014
Bachelors degree, Accounting

Seattle Central Community College   2007 — 2012
Associate of Arts (A.A.), Accounting and Business/Management

Kenneth Ramos Kenneth Ramos Greater New York City Area Details
Kenneth Ramos's Morgan Stanley Wealth Management Experience May 2008 - Present
Job Senior Vice President, Portfolio Manager and Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management   May 2008 - Present
Bear Stearns - Private Client Services   August 2002 - May 2008
Tucker Anthony - Fixed Income Sales   March 1997 - August 2002

Skills
Investments, Management, Portfolio Management, Finance, Fixed Income, Wealth Management, Strategy, Trading, Equities, Social Media

Education
Rutgers University-New Brunswick
BS, Finance

Adrian Wall Adrian Wall Brooklyn, New York Details
Adrian Wall's Morgan Stanley Wealth Management Experience May 2007 - October 2014
Job Sr.Mutual Fund Reconciliation Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management   May 2007 - October 2014
MetLife Securities Inc  May 2000 - May 2007

Skills
Business Analysis, Process Improvement, Vendor Management, Investments, Team Management, Financial Analysis, Risk Management, Portfolio Management, Equities, Finance

Education
Saint Leo University   2002 — 2005
Bachelor's degree, Computer and Information Sciences and Support Services

University of Wisconsin-Richland   1992 — 1994
Associate of Arts and Sciences (A.A.S.), Computer Science

Kathy Zhou Kathy Zhou San Francisco Bay Area Details
Kathy Zhou's Morgan Stanley Wealth Management Experience February 2012 - December 2012
Job Revenue Accountant at NetApp
Industry Accounting
Experience
NetApp  August 2014 - Present
Crown Worldwide Group  May 2013 - July 2013
Morgan Stanley Wealth Management   February 2012 - December 2012

Skills
Portfolio Management, Financial Analysis, Fixed Income, Asset Allocation, Mutual Funds, Equities, Financial Advisory, Management, Strategic Financial..., Credit, Banking, Financial Modeling, Investments, Retirement Planning

Education
Santa Clara University - Leavey School of Business   2014 — 2015
Certificate of Advanced Accounting Proficiency (CAAP Program), Accounting

San Jose State University   2009 — 2013
Bachelor’s Degree, Business Administration; Finance

Alexander Robayo Alexander Robayo Greater New York City Area Details
Alexander Robayo's Morgan Stanley Wealth Management Experience September 2013 - May 2014
Job Associate Team Lead
Industry Financial Services
Experience
J.P. Morgan Asset Management   October 2014 - Present
Morgan Stanley Wealth Management   September 2013 - May 2014
UBS  August 2012 - August 2013
UBS  August 2010 - February 2011

Skills
Operational Due..., KYC, Cross Border, Financial Analysis, Risk Management, Banking, Corporate Finance, Hedge Funds, Fixed Income, Due Diligence, Lines Of Credit, Finance, Wealth Management, Series 7, Asset Management, Wealth Management..., Securities

Education
Fairleigh Dickinson University-Metropolitan Campus   2013 — 2014
Certificate, Certified Financial Planning

Seton Hall University   2004 — 2009
Bachelor of Science (B.S.), Finance, General

Weehawken High School

Weehawken High School

Favian Duarte Favian Duarte Las Vegas, Nevada Details
Favian Duarte's Morgan Stanley Wealth Management Experience March 2012 - June 2012
Job Corporate Finance Analyst at Las Vegas Sands Corp. (NYSE: LVS)
Industry Gambling & Casinos
Experience
Las Vegas Sands Corp.  June 2014 - Present
Voyant Advisors   September 2012 - April 2014
Personal Touch Dining, Inc.   February 2007 - April 2014
Goldman Sachs  June 2012 - August 2012
Morgan Stanley Wealth Management   March 2012 - June 2012
Civic San Diego (formerly Centre City Development Corporation)   February 2011 - October 2011

Skills
Investments, Leadership, Financial Analysis, Financial Modeling, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Analysis, Finance, Capital Markets, Inventory Management, Marketing, Sales, Time Management, Budgets, Risk Management, Due Diligence, Valuation, Accounting, Investment Banking, Market Research, Teamwork, Economics, Banking, Data Analysis, Strategic Financial..., Corporate Finance, Strategy, DCF Valuation, Entrepreneurship, Excel, Word, FactSet, Presentations, Direct Client..., Event Management, Equity Research, CoStar, Real Capital Analytics, LexisNexis

Education
San Diego State University-California State University
B.A. & B.S., Economics & Finance

Jessica Birolini Jessica Birolini Saint Louis, Missouri Details
Jessica Birolini's Morgan Stanley Wealth Management Experience December 2012 - April 2013
Job MBA Candidate at Saint Louis University | US GAAP and Italian GAAP | Multilanguage English, German and Italian
Industry Accounting
Experience
Saint Louis University- Boeing Institute of International Business   September 2015 - Present
Saint Louis University  August 2014 - May 2015
Morgan Stanley Wealth Management   December 2012 - April 2013
Studio Mecca srl   June 2008 - July 2008
Bitec srl   June 2007 - September 2007

Skills
US GAAP, IFRS, Italian GAAP, SOX 404, Sarbanes-Oxley Act, Microsoft Excel, PowerPoint, Microsoft Office, Team building

Education
Saint Louis University   2015 — 2016
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies

Saint Louis University   2014 — 2015
CPA hours requirement, Accounting Major

Università degli Studi di Bergamo   2009 — 2014
Bachelor in Business Administration (Administration, Accounting, and Auditing), Accounting Major

ISIS Oscar Romero di Albino
Professional high school, Accountant Expert

Sarah McCue, CFP® Sarah McCue, CFP® Boston, Massachusetts Details
Sarah McCue, CFP®'s Morgan Stanley Wealth Management Experience 2009 - Present
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Morgan Stanley Wealth Management   2009 - Present
WINE Club Boston LLC (Women Investing in New Experiences)   January 2013 - January 2014

Skills
Bloomberg Terminal, Bloomberg, Mutual Funds, Strategic Financial..., Economics, Fixed Income, Uniform Combined State..., Financial Modeling, Series 65, Financial Analysis, Municipal Bonds, Asset Allocation, Retirement, Portfolio Management, Asset Managment, Series 7, Retirement Planning, 401k Rollovers, Event Planning, Finance, Investment Management, Securities, Wealth Management, Insurance, Financial Services, Socially Responsible..., Econometrics, Equities, Investment Advisory, 401k, Investment Strategies, Wealth Management...

Education
Simmons College   2005 — 2009
Bachelor's degree, Economics

London School of Economics and Political Science   2007 — 2008
General Course, Study Abroad

Sage Cho, MBA Sage Cho, MBA San Francisco Bay Area Details
Sage Cho, MBA's Morgan Stanley Wealth Management Experience October 2011 - May 2013
Job Global Account Manager Assistant Director, Business Development at Ernst & Young
Industry Financial Services
Experience
EY  May 2015 - Present
Google via Vaco  September 2014 - April 2015
Google via Randstad  May 2013 - September 2014
Morgan Stanley Wealth Management   October 2011 - May 2013
Wells Fargo Advisors  August 2005 - October 2011
Ameriprise Financial Services, Inc.   June 2004 - July 2005

Skills
Strategic Financial..., Retirement Planning, Investments, Series 7, Alternative Investments, Mutual Funds, Wealth Management, Financial Modeling, Financial Analysis, Portfolio Management, Sales, Marketing, Product Marketing, Data Analysis, Customer Service, Account Management, Relationship Management, Maintaining Strong..., Operations Management, Direct Marketing, Event Planning, Equities, Supply Chain Management, Logistics, CRM, Asset Allocation, Financial Planning

Education
Santa Clara University - Leavey School of Business   2008 — 2012
MBA, Marketing/Marketing Management, General

University of California, Santa Cruz   2000 — 2004
B,A,, Business Management, Economics

Mills High   1996 — 2000

Dennis Santangelo Dennis Santangelo New York, New York Details
Dennis Santangelo's Morgan Stanley Wealth Management Experience April 2011 - January 2013
Job Institutional Sales & Trading at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald  January 2014 - Present
Cantor Fitzgerald  January 2013 - December 2013
Morgan Stanley Wealth Management   April 2011 - January 2013

Skills
Fixed Income, Trading, Equities, Options, Middle Office, Account Reconciliation, Microsoft Excel, Bloomberg, Securities, Hedge Funds, Series 63, Equity Trading, Derivatives, Wealth Management, Series 7, Capital Markets, Investments

Education
Rutgers University-New Brunswick   2005 — 2009
BA, Economics

John Tansill John Tansill Greater New York City Area Details
John Tansill's Morgan Stanley Wealth Management Experience June 2007 - September 2010
Job Head of Veterans Initiative at FDM Group
Industry Management Consulting
Experience
FDM Group  Chief of Staff / Strategic ConsultantCACI International IncAugust 2010 - August 2013
Morgan Stanley Wealth Management   June 2007 - September 2010
US Marine Corps  August 2009 - August 2010
US Marine Corps  2003 - 2006
Tansill Landscape & Design   June 1992 - December 2001

Skills
Leadership, Management, Task Management, Operations Management, Sales Management, Program Management, Cross-functional Team..., Strategy, Executive Management, Coaching, Military, Human Resources, DoD, Leadership Development, Command, Training, Government, Operational Planning, National Security, Security Clearance

Education
Seton Hall University
B/A

Delbarton School

Ralph Elisano Ralph Elisano Greater New York City Area Details
Ralph Elisano's Morgan Stanley Wealth Management Experience January 2002 - January 2012
Job Infrastructure PM @ Pfizer
Industry Telecommunications
Experience
Pfizer  May 2015 - Present
Morgan Stanley  December 2013 - March 2015
Mercedes-Benz USA  August 2013 - December 2013
Depository Trust & Clearing Corporation  September 2012 - June 2013
CSC  January 2012 - September 2012
Morgan Stanley Wealth Management   January 2002 - January 2012
LEADING EDGE COMMUNICATIONS, INC   January 1997 - January 2002
Hudson Communications Inc.   January 1995 - January 1997

Skills
Cabling, Data Center, Vendor, Relocations, Strategic Business, Servers, Planning, Budgeting, Troubleshooting, Telecommunications, Microsoft Office, PBX, RFP, Telephony, T1, Business Analysis, VoIP, Service Delivery, Installations, Customer Relations, SLA, Contract Negotiation, LAN/WAN, Documentation, WAN, Change Management, Cost, Cisco, Hardware, Coordination, Telco, Process Improvement, Small Business, Analysis, Team Building, Management Consulting, Product Development, Project Planning, Project Management, Data Wiring, LAN-WAN, Budgets, Infrastructure, Disaster Recovery, Cisco Technologies, IT Management, Software Installation, Vendor Management, Management, Technical Support

Education
St. Peter's College   1985 — 1989
Bachelor of Science, Management & Marketing

Adria Abboud Adria Abboud Greater New York City Area Details
Adria Abboud's Morgan Stanley Wealth Management Experience February 2014 - April 2015
Job Personal Assistant at Barnum Financial Group, an Office of MetLife
Industry Financial Services
Experience
Barnum Financial Group, an Office of MetLife  April 2015 - Present
Morgan Stanley Wealth Management   February 2014 - April 2015
Student Ambassador  September 2012 - May 2014
Powder Mill Creamery   August 2010 - August 2013

Skills
French, Mac, PC, Microsoft Excel, PowerPoint, Microsoft Office 2008..., People Skills, Customer Service, Highly Detailed, Organization, Microsoft Word, Bloomberg Terminal, Time Management, Microsoft Office

Education
Sacred Heart University   2011 — 2015
Bachelor of Science (BS), Finance and Economics, GPA of a 3.5

Providence Country Day School
GPA of a 3.4

Darin Thomas, MBA Darin Thomas, MBA Greater Salt Lake City Area Details
Darin Thomas, MBA's Morgan Stanley Wealth Management Experience March 2010 - Present
Job Assistant Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management   March 2010 - Present
Westminster College  September 2013 - April 2014
Morgan Stanley Wealth Management   January 2005 - March 2010
Morgan Stanley Wealth Management   January 2003 - January 2005
Morgan Stanley Wealth Management   November 2001 - January 2003

Skills
Process Improvement, Mutual Funds, Financial Modeling, Banking, Investments, Leadership, Financial Analysis, Management, Accounting, Equities, Capital Markets, Equity Research, Valuation, Stock Picking, Mergers & Acquisitions, Financial Services, Finance, Series 7, Corporate Finance, Series 63, Private Equity, Venture Capital, Microsoft Excel

Education
Westminster College   2012 — 2014
Master of Business Administration (M.B.A.), Corporate Finance

Westminster College   2009 — 2011
Bachelor's Degree, Business Finance

Salt Lake Community College   2005 — 2008
Associate of Science (AS), Finance and Financial Management Services

Lauren Schaefer-Bove Lauren Schaefer-Bove Portland, Maine Details
Lauren Schaefer-Bove's Morgan Stanley Wealth Management Experience May 2006 - July 2013
Job Senior Registered Sales Associate at Raymond James & Associates, Inc.
Industry Investment Management
Experience
Raymond James & Associates, Inc.   June 2013 - Present
PE-Services  2011 - 2015
Morgan Stanley Wealth Management   May 2006 - July 2013
Merrill Lynch  April 2003 - May 2006

Education
University of Maine at Farmington   1996 — 2000
Bachelor's degree, Economics/Political Science

Greely High School   1992 — 1996

St. Joseph's College (ME)
Master of Business Administration (MBA)

Ian DeLisio Ian DeLisio Hoboken, New Jersey Details
Ian DeLisio's Morgan Stanley Wealth Management Experience May 2013 - June 2014
Job Treasury Associate at Prudential Financial
Industry Financial Services
Experience
Prudential Financial  September 2014 - Present
Morgan Stanley Wealth Management   May 2013 - June 2014
Tiberend Strategic Advisors, Inc.   June 2012 - August 2012
Raytheon  May 2011 - June 2012
Town of Woostock   2008 - 2010

Skills
Financial Reporting, Social Media, Microsoft Excel, Time Management, PowerPoint, Financial Analysis, Teamwork, Team-oriented, Team Leadership, Microsoft Office, Research, Event Planning, Spreadsheets, Leadership, Data Analysis, Microsoft Word, Access, Outlook, Fixed Income, Finance, Analysis, Bloomberg Terminal

Education
Seton Hall University   2010 — 2014
Bachelor of Science (B.S.), Finance, 3.5

Teresa Ficca Teresa Ficca Greater New York City Area Details
Teresa Ficca's Morgan Stanley Wealth Management Experience August 1985 - March 2010
Job Office Manager at Concrete Construction Corp
Industry Construction
Experience
Concrete Construction Corp   August 2010 - Present
Morgan Stanley Wealth Management   August 1985 - March 2010

Skills
Customer Service, Microsoft Excel, Contract Management, Contract Negotiation, Sales, Event Planning, Construction, Accounts Receivable, QuickBooks, Administrative..., Outlook, Payroll, Invoicing, Microsoft Word, Purchasing

Education
Simmons College   1981 — 1985
BS Marketing Management

NHRHS   1977 — 1981

Robert Bertrand Robert Bertrand Greater New York City Area Details
Robert Bertrand's Morgan Stanley Wealth Management Experience March 2013 - October 2013
Job Fixed Income Trading at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Town of Stony Point   January 2014 - Present
Morgan Stanley  October 2013 - January 2014
Morgan Stanley Wealth Management   March 2013 - October 2013
Morgan Stanley Smith Barney  February 2012 - March 2013
HSBC  June 2011 - February 2012

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Accounting, Microsoft Word, Financial Accounting, Series 7, Fixed Income, Bloomberg, Wealth Management, Bonds, Trading, Electronic Trading

Education
Siena College   2007 — 2011
Bachelor's degree, Finance, General

Frederick W. Kolthay Frederick W. Kolthay Greater New York City Area Details
Frederick W. Kolthay's Morgan Stanley Wealth Management Experience September 2013 - December 2014
Job Compliance Analyst at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management  January 2015 - Present
Morgan Stanley Wealth Management   September 2013 - December 2014
Ameriprise Financial Services, Inc., Justin Spraker and Associates   April 2012 - July 2012

Skills
Investments, Microsoft Office, Microsoft Word, Access, Bloomberg Terminal, Capital IQ, Trade Compliance, Regulatory Compliance, Pension Funds

Education
Siena College   2009 — 2013
Bachelor's of Science in Finance

Brendan Finneran Brendan Finneran Latham, New York Details
Brendan Finneran's Morgan Stanley Wealth Management Experience March 2013 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Retail
Experience
Wells Fargo Advisors  December 2014 - Present
Morgan Stanley Wealth Management   March 2013 - Present
Gap Inc./Banana Republic   2012 - March 2013
Morgan Stanley  June 2009 - August 2010

Skills
Microsoft Excel, Retail, Merchandising, Microsoft Word, Customer Service, Sales, Microsoft Office, PowerPoint, Outlook, Marketing, Facebook, Management, Time Management, Public Speaking, Finance

Education
Siena College

Monique Bogdan Monique Bogdan San Francisco Bay Area Details
Monique Bogdan's Morgan Stanley Wealth Management Experience May 1995 - Present
Job Sr. Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management   May 1995 - Present
Critikon- A Johnson & Johnson Co.   February 1990 - January 1994

Skills
Series 7 - General..., Series 63- Uniform..., Series 66- Combined..., Series 3- National...

Education
San Jose State University
Bachelor's degree, Industrial Engineering

Andy Lien Andy Lien Greater New York City Area Details
Andy Lien's Morgan Stanley Wealth Management Experience July 2013 - Present
Job Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management   July 2013 - Present
US Bank Fund Services   December 2012 - June 2013
AIS Fund Administration  February 2011 - December 2012

Skills
FX Options, Securities, Bloomberg, Equities, Strategic Financial..., Financial Analysis, Fixed Income, Bloomberg Terminal, Valuation, Alternative Investments

Education
Rutgers, The State University of New Jersey-Newark   2006 — 2010
Bachelor, Accounting

Christine Gatto-Vincent Christine Gatto-Vincent Boca Raton, Florida Details
Christine Gatto-Vincent's Morgan Stanley Wealth Management Experience June 2014 - Present
Job Complex Manager Assistant at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management   June 2014 - Present
InMed Diagnostic Services, Inc.   April 2013 - Present
Morgan Stanley Wealth Management   October 2013 - June 2014
Fort Lauderdale Magazine  2012 - April 2013
Century 21 Hansen Realty, Inc.   2002 - September 2012
ALAMO Rent A Car  1984 - 1995

Education
Cardinal Gibbons   1982 — 1984

Saint Leo University

Denise Peterson Denise Peterson Salt Lake City, Utah Details
Denise Peterson's Morgan Stanley Wealth Management Experience December 2013 - October 2014
Job HR Supervisor at Western Governors University
Industry Human Resources
Experience
Western Governors University  March 2015 - Present
Western Governors University  May 2014 - Present
Morgan Stanley Wealth Management   December 2013 - October 2014
Deloitte Services, LP  October 2005 - November 2012
Grant Thornton  2004 - 2005
West Valley Home Health   April 1995 - February 2004

Skills
Process Improvement, Project Management, Financial Statements, Operations Management, Facilities Management, Coaching, Goal Setting, Budgets, Leadership, Human Resources, Six Sigma, Program Management, Cross-functional Team..., Business Process..., Business Process, Training, Business Process..., Change Management, Management, Performance Management, Employee Relations, Recruiting, Six Sigma Green Belt, Strategic Planning, Policy, Office Management, Relationship Management, Payroll, Vendor Management, Business Transformation, Organizational..., Talent Management, Organizational Design, Employee Engagement, Onboarding, Consulting, Talent Acquisition, Outsourcing, Executive Management, Business Analysis, Team Building, Team Leadership

Education
Western Governors University   2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General

Western Governors University   2009 — 2011
Bachelor's degree, Business Management, Human Resources

Salt Lake Community College
Associate's degree, Psychology

Carolina Desiderato Carolina Desiderato Greater New York City Area Details
Carolina Desiderato's Morgan Stanley Wealth Management Experience November 2002 - November 2006
Job Vice President, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  November 2006 - Present
Morgan Stanley Wealth Management   November 2002 - November 2006
National Discount Brokers  April 1999 - November 2002

Skills
Series 7, CRM, Series 63, Equities, Analysis, Financial Services, Mutual Funds, Client Relations Skills

Education
Salve Regina University   1991 — 1995
BA, Administration of Justice

Mike Wall Mike Wall Greater New York City Area Details
Mike Wall's Morgan Stanley Wealth Management Experience December 2003 - October 2005
Job Enterprise Solutions Business Development at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP  July 2015 - Present
Markit  March 2010 - Present
SunAmerica Mutual Funds  January 2008 - February 2010
SunAmerica Mutual Funds  October 2005 - December 2007
Morgan Stanley Wealth Management   December 2003 - October 2005
Morgan Stanley Wealth Management   December 2000 - December 2003

Skills
Consultative Selling, New Business Development, Customer Relations, Mentoring, Strategy, Business Development, Account Management, Management, Sales Operations, Business Planning, Marketing Strategy, Training, Entrepreneurship, Sales, Marketing, Product Development, Financial Services, Investments, Sales Presentations, Relationship Management, Customer Service, Salesforce.com, Risk Management, Selling, Strategic Partnerships, Strategic Planning, Business Analysis, Sales Management, Team Leadership, CRM, Coaching, Lead Generation, Direct Sales, Finance, Executive Management, Leadership, Product Management, Team Management, Banking, Asset Management, Mutual Funds, Financial Markets, Business Strategy

Education
Seton Hall University   2007 — 2012
Masters Business Administration, Finance, 3.636

Saint Anselm College   1996 — 2000
Bachelor of Arts, Business

Mendham High School   1992 — 1996

Chad Myrick Chad Myrick Fairhope, Alabama Details
Chad Myrick's Morgan Stanley Wealth Management Experience January 2010 - October 2012
Job Branch Manager at Harbor Financial Services
Industry Financial Services
Experience
Harbor Financial Services  December 2013 - Present
Wells Fargo Advisors  October 2012 - December 2013
Morgan Stanley Wealth Management   January 2010 - October 2012
Citi Smith Barney  March 2008 - January 2010
Amsouth Investments/Morgan Keegan   January 2001 - January 2008
American Express Financial Advisors  January 2000 - January 2001

Skills
Risk Management, Financial Risk, Investments, Finance, Financial Services, Auditing, Corporate Governance, Portfolio Management, Policy, Human Resources, Financial Accounting, Litigation, Trusts, Estate Planning, Securities, Insurance, Asset Management, Mutual Funds, Strategic Financial..., Wealth Management

Education
The University of Alabama School of Law   1997 — 2000
Doctor of Law (J.D.), Law

Samford University   1993 — 1997
Bachelor of Science (B.S.), Public Administration

Alex Shlepakov Alex Shlepakov Greater New York City Area Details
Alex Shlepakov's Morgan Stanley Wealth Management Experience May 2014 - Present
Job Vice President Wealth Management Operations Strategic Initiatives at Morgan Stanley Wealth Management
Industry Computer Software
Experience
Morgan Stanley Wealth Management   May 2014 - Present
Accenture  August 2012 - May 2014
Accenture  September 2008 - August 2012
Accenture  June 2006 - September 2008

Skills
OBIEE, Data Warehousing, Data Modeling, Business Intelligence, Data Integration, Oracle Warehouse Builder, ETL, Oracle Data Integrator, Requirements Gathering, Master Data Management, Oracle, Business Process Design, Solution Architecture, Star Schema, Informatica, Project Management, Data Warehouse..., Oracle Fusion Middleware, Enterprise Architecture, Hadoop, Siebel, Oracle E-Business Suite, Dashboard, Analytics, Dimensional Modeling, OLAP, Endeca, ODI, Linux, Hive, Teradata

Education
Rutgers University-New Brunswick
BS, Electrical and Computer Engineering

Michael Tully Michael Tully Greater New York City Area Details
Michael Tully's Morgan Stanley Wealth Management Experience November 2012 - January 2013
Job Underwriter at AIG
Industry Financial Services
Experience
AIG  January 2013 - Present
Morgan Stanley Wealth Management   November 2012 - January 2013
Consultant  January 2011 - November 2012
UBS Financial Services  September 2010 - January 2011
UBS FINANCIAL SERVICES  January 2008 - September 2010
UBS FINANCIAL SERVICES  June 2006 - January 2008
Act-1  August 2006 - January 2007
Gap Inc.  November 1999 - August 2006

Skills
Insurance, Mutual Funds, Customer Service, Retirement Planning, Coaching, Annuities, Retirement Plans, Retirement, Service Desk, Call Center, Management, Phone Etiquette, Phone Skills, iPhone, Financial Services, Wealth Management, Morningstar, PeopleSoft, Life Insurance, Underwriting, Securities, Fixed Annuities, Investments, Financial Analysis, Call Centers, Portfolio Management, Strategic Financial...

Education
Saint Peter's University   1998 — 2006
Bachelor of Science, Marketing

Saint Peter's Prep   1994 — 1998
Bachelor of Science (B.S.), Marketing

Michael Dowhy Michael Dowhy Greater Philadelphia Area Details
Michael Dowhy's Morgan Stanley Wealth Management Experience February 2013 - May 2013
Job Sales and support analyst at IndustrySafe
Industry Management Consulting
Experience
IndustrySafe   May 2013 - Present
Sunstates Security  August 2010 - Present
Morgan Stanley Wealth Management   February 2013 - May 2013
Regal Entertainment Group  September 2008 - May 2013
Hydros Bottle LLC  August 2012 - March 2013
Total Dynamics Solutions   November 2010 - November 2011

Skills
Management, PowerPoint, Microsoft Excel, Microsoft Word, Fundraising, Safety Management..., Safety, OSHA, Technical Support, Sales, Data Integration, Access, Microsoft Office, Customer Service, Leadership, Outlook, Training, Social Media, Social Networking, Public Speaking, Event Planning, Time Management

Education
Saint Joseph's University - Erivan K. Haub School of Business   2009 — 2013
Bachelor Degree of Science, Double Major in Finance and Family Business and Entrepreneurship

Chris Gadek Chris Gadek San Francisco, California Details
Chris Gadek's Morgan Stanley Wealth Management Experience June 2009 - July 2010
Job Marketing Operations | Marketing Technology | Data Science
Industry Computer Software
Experience
Consulting (Currently with CASE Bars)   January 2015 - Present
Anaplan  November 2014 - January 2015
E2open  January 2014 - October 2014
Oracle  July 2010 - January 2014
Morgan Stanley Wealth Management   June 2009 - July 2010
Morgan Stanley Wealth Management   March 2009 - June 2009

Skills
Analytics, Leadership, Business Strategy, Marketing Operations, Salesforce.com, Marketing Automation, Marketo, Google Analytics, SEO, SEM, Financial Analysis, Databases, Business Process..., Program Management, Project Management, Financial Modeling, Marketing Analytics, Marketing, SaaS, CRM, Web Analytics, Machine Learning, B2B Marketing, Market Research, Process Optimization, Data Governance, Google Adwords, Data Mining, Competitive Intelligence, Lead Management, Budgeting & Forecasting, Cloud Computing, R, Segmentation, Twitter, Database Development, Data Quality, APIs

Education
Santa Clara University - Leavey School of Business   2012 — 2015
Master of Business Administration (MBA), Data Science and Business Analytics

Santa Clara University   2005 — 2009
B.S., Finance

Elmwood Park High School   2001 — 2005
High School Diploma, Regular/General High School/Secondary Diploma Program

John Lazzarotti John Lazzarotti Greater New York City Area Details
John Lazzarotti's Morgan Stanley Wealth Management Experience 2008 - 2010
Job Leading sales teams to consistently overachieve sales goals in the pharmaceutical industry.
Industry Pharmaceuticals
Experience
Johnson & Johnson (inVentiv Health)   2014 - Present
Duchesnay USA Pharmaceuticals (Publicis Groupe)   2013 - 2014
Medical Communications Consultant Group, LLC   2011 - 2013
MediMedia Health  2010 - 2011
Morgan Stanley Wealth Management   2008 - 2010
PDI, Inc.   2006 - 2007
Delta Point, Inc.   2004 - 2006
AstraZeneca LP  1999 - 2004
AstraZeneca  1997 - 1998
AstraZeneca  1992 - 1996

Skills
Pharmaceuticals, Biotechnology, Medical Devices, New Business Development, Client Communication, Client Development, Client Engagement, Client Interfacing, Client Relationship..., Concept Selling, Consultative Selling, Educational Consulting, Performance Consulting, Management Consulting, Strategic Consulting, Emotional Intelligence, Leadership, Leadership Development, Cross-functional Team..., Situational Leadership, Sales Excellence, Solution Selling, Value-based Selling, Pharmaceutical Sales, Marketing Communications, Digital Marketing, Training &..., Training Skills, Training Delivery, Sales Management, Sales Operations, Sales Process, Sales Trainings, Pharmaceutical Industry, Strategy, Product Launch, Account Management, CRM, Cardiology, Marketing Strategy, Product Marketing, Sales, Selling, Training

Education
Seton Hall University   1995 — 1998
MBA

Seton Hall University   1984 — 1988
Bachelor of Science in Business Administration

Cedar Grove Memorial High School   1980 — 1984
Business Finance

Mark Filla, CIMA Mark Filla, CIMA Greater Milwaukee Area Details
Mark Filla, CIMA's Morgan Stanley Wealth Management Experience August 2001 - Present
Job Financial Advisor
Industry Financial Services
Experience
Morgan Stanley Wealth Management   August 2001 - Present

Education
Saint Mary's University of Minnesota   1992 — 1997

Alex Dimeo Alex Dimeo Greater New York City Area Details
Alex Dimeo's Morgan Stanley Wealth Management Experience July 2011 - Present
Job Vice President at Morgan Stanley Wealth Management
Industry Information Technology and Services
Experience
Morgan Stanley Wealth Management   July 2011 - Present
Macmillan  2011 - 2011
Reuters  November 2004 - November 2010
JPMorgan Chase  1997 - 1999
LLKFB, Inc.   1997 - 1999

Skills
SDLC, Software Project..., Agile Methodologies, Vendor Management, Business Analysis, PMO, Requirements Analysis, Program Management, PMP, Team Building

Education
Seton Hall University   1992 — 1996
Bachelor of Arts (BA), Management Information Systems, General

Karie Lingg Karie Lingg San Francisco Bay Area Details
Karie Lingg's Morgan Stanley Wealth Management Experience 2000 - 2004
Job *********
Industry Public Relations and Communications
Experience
The Hoffman Agency  2007 - 2008
Morgan Stanley Smith Barney  2000 - 2004
Morgan Stanley Wealth Management   2000 - 2004

Skills
Event Management, Marketing, Marketing Communications, Public Relations, Social Media, Social Media Marketing

Education
San Jose State University   2004 — 2007

Angela Susanne Schlafke Angela Susanne Schlafke Seal Beach, California Details
Angela Susanne Schlafke's Morgan Stanley Wealth Management Experience March 2008 - October 2014
Job Financial Advisor, AVP Investments
Industry Financial Services
Experience
Wells Fargo Advisors  October 2014 - Present
Morgan Stanley Wealth Management   March 2008 - October 2014
Citigroup Global Markets Deutschland   June 1995 - November 2007

Education
Scripps College   1989 — 1993
BA, Economics and Modern German Studies

Universitaet Heidelberg   1991 — 1992
German and Economics

Leo Ferrer Leo Ferrer Greater New York City Area Details
Leo Ferrer's Morgan Stanley Wealth Management Experience 1998 - Present
Job Vice President at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley Wealth Management   1998 - Present
ASCAP  1998 - 1998
Lorillard Tobacco Company  1989 - 1998

Skills
Asset Allocation, Business Analysis, Capital Markets, Financial Services, Fixed Income, IT Strategy, Mutual Funds, Portfolio Management, Process Improvement, Risk Management, Securities, SDLC, Software Project..., Trading Systems, Vendor Management, Wealth Management, Management

Education
Saint Louis University (PH)

P Elizabeth Jobe P Elizabeth Jobe Greater Salt Lake City Area Details
P Elizabeth Jobe's Morgan Stanley Wealth Management Experience November 2010 - Present
Job Communications Managers
Industry Investment Management
Experience
Morgan Stanley Wealth Management   November 2010 - Present
Morgan Stanley Wealth Management   April 2006 - October 2010
Morgan Stanley Wealth Management   October 2003 - March 2006
Morgan Stanley Wealth Management   January 2002 - September 2003

Skills
FINRA Series 7 Licensed, FINRA Series 63 & 65..., FINRA Series 9 & 10..., NFA Series 3 Licensed

Education
Salt Lake Community College   2000 — 2003

Jenna Marionni Jenna Marionni Greater New York City Area Details
Jenna Marionni's Morgan Stanley Wealth Management Experience August 2012 - December 2013
Job Field Experience Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  January 2014 - Present
Morgan Stanley Wealth Management   August 2012 - December 2013
Morgan Stanley Smith Barney  April 2010 - July 2012
Creamer Environmental, Inc.   May 2008 - September 2009
The Commerce and Industry Association of NJ  May 2006 - August 2007

Skills
Organizational..., Microsoft Office 2007, Salesforce.com, Proprietary Software, Customer Relations, Training & Development, Diplomacy, Accountability, Customer Service, Public Speaking, Employee Training, Program Management, Team Building, Analysis, Project Planning, Training

Education
Seton Hall University   2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General

Susquehanna University   2004 — 2008
BS and BA, Earth and Environmental Sciences and Political Science

Denmark International Study Program   2006 — 2006
European Politics and Society

Jeremy Pursch Jeremy Pursch Greater San Diego Area Details
Jeremy Pursch's Morgan Stanley Wealth Management Experience April 2010 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management   April 2010 - Present

Education
San Diego State University-California State University   2003 — 2006

Amanda Pflanz Amanda Pflanz Fort Myers, Florida Area Details
Amanda Pflanz's Morgan Stanley Wealth Management Experience 2009 - Present
Job Senior Registered Associate, Financial Planning Specialist
Industry Financial Services
Experience
Morgan Stanley Wealth Management   2009 - Present
UBS Wealth Management  2008 - 2009
Morningstar  1998 - 2004

Education
Saint Mary's College   1994 — 1998
Bachelor's Degree, International Business & Finance

Corinne Wong Corinne Wong San Francisco Bay Area Details
Corinne Wong's Morgan Stanley Wealth Management Experience December 2012 - Present
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Graphic Design
Experience
Morgan Stanley Wealth Management   December 2012 - Present
BeeParade.com   March 2011 - Present
Spoofee.com   April 2001 - Present
K+C Sitting in a Tree + NG Inc.   August 2008 - January 2011
AOptix Technologies  February 2004 - May 2006

Skills
Illustrator, Photoshop, Twitter, InDesign, Adobe Creative Suite, Facebook, Dreamweaver, Blogging, Graphic Design, Social Media, Photography, English, Word, Writing, HTML, E-commerce, Microsoft Excel

Education
San Jose State University   2006 — 2009
BA, Design Studies

University of California, Santa Cruz   1999 — 2003
Bachelor of Arts (B.A.), Business Management

Chris Blaine Chris Blaine Greater New York City Area Details
Chris Blaine's Morgan Stanley Wealth Management Experience April 2007 - April 2014
Job Mutual Funds / Annuity and Insurance Specialist Manhattan, NY
Industry Financial Services
Experience
Morgan Stanley  April 2014 - Present
Newark Science Park High School   2002 - Present
Morgan Stanley Wealth Management   April 2007 - April 2014
Prudential Financial  June 2006 - April 2007

Skills
Public Speaking

Education
Seton Hall University   2002 — 2006
BA, History / Political Science

Alex MacBride Alex MacBride San Francisco Bay Area Details
Alex MacBride's Morgan Stanley Wealth Management Experience 1980 - Present
Job First Vice President
Industry Investment Management
Experience
Morgan Stanley Wealth Management   1980 - Present
MacBride Office Furniture   2009 - 2015

Skills
FX trading

Education
San Francisco State University   1972 — 1974
BA, Biology

Cate School

Brian Sugrowe Brian Sugrowe Baltimore, Maryland Area Details
Brian Sugrowe's Morgan Stanley Wealth Management Experience 2009 - 2011
Job Financial Sales Executive at IBM Global Finance
Industry Financial Services
Experience
IBM Global Finance  November 2013 - Present
Merrill Lynch  2011 - 2012
Morgan Stanley Wealth Management   2009 - 2011
Bi-Coastal Financial Services, LLC   February 2009 - December 2009
De Lage Landen  March 2008 - December 2008
GE Commercial Finance  March 2006 - October 2007
GE Healthcare Finance   June 2000 - February 2006
Associates First Capital  May 1997 - May 2000
Associates First Capital  October 1995 - April 1997

Skills
Finance, Portfolio Management, Capital Markets, Strategy, Structured Finance, Negotiation, Financial Analysis, Loans, Financial Services, Investments, Management, Leadership, Business Development, Mergers & Acquisitions, Financial Modeling

Education
San Diego State University-California State University
BS, Finance, Mathematics

University of Southern California - Marshall School of Business
MBA, Corporate Finance

Victoria Teetsell Victoria Teetsell Greater New York City Area Details
Victoria Teetsell's Morgan Stanley Wealth Management Experience October 1998 - Present
Job Senior Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management   October 1998 - Present
Morgan Stanley Dean Witter  January 1997 - October 1998
Xerox, Unlimited Office Products   September 1995 - July 1997

Skills
Insurance, Investments, Securities, Uniform Combined State..., Outlook, Software Documentation, Accounts Payable, Credit, Microsoft Office, Internet, Accounting, Mutual Funds, Management, Banking, Financial Services, Wealth Management, Sales, Finance, Strategic Financial..., FINRA

Education
Saint John's University   1991 — 1995
Bachelors in Computer Science, Minor Business Aministration

Port Richmond High School   1987 — 1991
business program

Eric Garofalo Eric Garofalo Greater New York City Area Details
Eric Garofalo's Morgan Stanley Wealth Management Experience January 2011 - Present
Job Executive Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management   January 2011 - Present
AXA Equitable  October 2010 - February 2011
ING  September 2008 - October 2010
CitiStreet  August 2006 - September 2008
CitiStreet  May 2004 - August 2006
CitiStreet  September 2000 - August 2004
Merrill Lynch  1997 - 2000

Skills
Series 63, Mutual Funds, Series 7, Investments, Retirement, Financial Services, Product Management, Securities

Education
Seton Hall University

Nick Rieder Nick Rieder Greater New York City Area Details
Nick Rieder's Morgan Stanley Wealth Management Experience January 2010 - December 2010
Job Lead Forecast Coordinator, Worldwide Cloud Unit
Industry Computer Software
Experience
IBM  January 2015 - Present
IBM  June 2014 - January 2015
IBM  March 2013 - June 2014
IBM  December 2010 - March 2013
Morgan Stanley Wealth Management   January 2010 - December 2010

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, English, Accounting, Leadership, Time Management, Windows, Team Leadership, Essbase, Process Improvement, Financial Reporting, Financial Modeling, Forecasting, Business Analysis, TM1, Cognos

Education
Saint Louis University   2006 — 2010
B.S., Finance and Accounting, G.P.A 3.51 / 4

Art Flinn - work Art Flinn - work Morristown, New Jersey Details
Art Flinn - work's Morgan Stanley Wealth Management Experience 2010 - 2012
Job Financial Services Representative
Industry Investment Management
Experience
New York Life Insurance Company  June 2012 - Present
Morgan Stanley Wealth Management   2010 - 2012
Wachovia Bank, NA  May 2008 - June 2010
Wachovia  April 2008 - May 2010
Lehman Brothers  June 2005 - May 2008
Weichert Commercial Realtors   January 2004 - June 2005
Julien J Studley, Inc   May 1996 - February 2004

Education
Seton Hall University   1989 — 1993
BS, Communication

Chris Roldan Chris Roldan San Francisco Bay Area Details
Chris Roldan's Morgan Stanley Wealth Management Experience August 2008 - December 2008
Job Profitability Analyst, AVP at Bank of the West
Industry Banking
Experience
Bank of the West  February 2012 - June 2014
FDIC  July 2011 - January 2012
Provident Funding Associates L.P.   October 2009 - May 2011
Bainbridge Capital  January 2009 - May 2009
Morgan Stanley Wealth Management   August 2008 - December 2008

Skills
Risk Management, Financial Analysis, Portfolio Management, Credit, Banking, Bloomberg, Corporate Finance, Investments, SAS, SQL, Fixed Income, Mortgage Lending, Bloomberg Terminal, SNL, Credit Edge (Moody's..., Visual Basic, Credit Analysis, Valuation

Education
St. Mary's College of California   2010 — 2012
M.S., Financial Analysis and Investment Management, 3.7

San Diego State University-California State University   2005 — 2009
Business Administration, Finance

Roosevelt Tang Roosevelt Tang Greater New York City Area Details
Roosevelt Tang's Morgan Stanley Wealth Management Experience January 2012 - Present
Job Director (AVP) at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management   January 2012 - Present
Morgan Stanley Wealth Management   January 2009 - January 2012
Morgan Stanley Wealth Management   April 2007 - January 2009
Charles Schwab  September 1997 - March 2007
Bank of America  February 1992 - September 1997

Education
San Francisco State University
Banking and Finance

Jenny Phillips Jenny Phillips Kahului, Hawaii Details
Jenny Phillips's Morgan Stanley Wealth Management Experience April 2014 - Present
Job Flight Attendant Delta Air Lines
Industry Airlines/Aviation
Experience
Delta Air Lines  April 2015 - Present
Morgan Stanley Wealth Management   April 2014 - Present
Nuveen Investments  September 2011 - March 2014
La Bonne Vie Studio   January 2006 - September 2011

Skills
Microsoft Word, PowerPoint, Research, Microsoft Office, Social Media, Adobe Creative Suite, Microsoft Excel

Education
San Francisco State University   2008 — 2010
BA, Economics

Larry Dime Larry Dime Greater Seattle Area Details
Larry Dime's Morgan Stanley Wealth Management Experience June 1995 - August 2015
Job Vice President, Wealth Advisor at Morgan Stanley
Industry Financial Services
Experience
MERRILL LYNCH  August 2015 - Present
Morgan Stanley Wealth Management   June 1995 - August 2015

Skills
Retirement Planning, Series 7, Wealth Management, Mutual Funds, Series 63, Investments, Asset Allocation, Investment Strategies, Financial Analysis, Asset Management, Financial Modeling, 401k, Investment Advisory, Securities, FINRA, Alternative Investments, Retirement, Strategic Financial..., Portfolio Management, Series 6, Estate Planning, Fixed Income, Loans, Separately Managed..., Trust Services, Life Insurance, Fixed Annuities, Investment Management, Equities, IRAs, 401k Rollovers, Finance, Financial Advisory, Financial Planners, Wealth, Wealth Management..., ETFs, Certified Financial..., Mortgage Lending, Personal Financial..., Risk Management, Uniform Combined State..., Series 24, Series 65

Education
Seattle University
AA, Business

Xavier Martillo Xavier Martillo Greater New York City Area Details
Xavier Martillo's Morgan Stanley Wealth Management Experience September 2005 - Present
Job Assistant Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management   September 2005 - Present
Goldman Sachs  May 2004 - September 2005
State Street Bank  May 1999 - November 2003
Deutsche Bank  November 1997 - May 1999
JP Morgan Chase  November 1994 - November 1997
JP Morgan Chase  May 1991 - November 1994

Skills
Equities, Fixed Income, Hedge Funds, Investments, Valuation, Financial Analysis, Mutual Funds, Banking, Financial Services, Financial Risk, Bloomberg, Asset Managment, Alternative Investments, Derivatives, Securities, Asset Management, Series 7

Education
Rutgers, The State University of New Jersey-Newark
Bachelor's Degree, Global Business Management

Justin Yu, CFA Justin Yu, CFA Greater New York City Area Details
Justin Yu, CFA's Morgan Stanley Wealth Management Experience September 2011 - March 2013
Job Senior Associate at KPMG
Industry Financial Services
Experience
KPMG  March 2013 - Present
Morgan Stanley Wealth Management   September 2011 - March 2013
PricewaterhouseCoopers  July 2007 - June 2011
PricewaterhouseCoopers  January 2006 - August 2006
Johnson & Johnson  January 2005 - July 2005

Skills
Auditing

Education
Rutgers University-New Brunswick   2002 — 2007
BS, Finance

Anthony Mogavero Anthony Mogavero Greater New York City Area Details
Anthony Mogavero's Morgan Stanley Wealth Management Experience July 2006 - December 2007
Job Project/Product Manager in Brokerage/Financial Industry
Industry Financial Services
Experience
Mitsubishi UFJ Trust & Banking Corporation  February 2015 - Present
Mesirow Financial  July 2014 - Present
Broadridge Financial Solutions  July 2011 - July 2014
BMW of North America, LLC  February 2010 - February 2011
Morgan Stanley Wealth Management   July 2006 - December 2007

Skills
Banking, Business Analysis, CRM, Capital Markets, Cross-functional Team..., Equities, Financial Services, Fixed Income, Management, Process Improvement, Project Management, Risk Management, SDLC, Sales, Securities, Vendor Management, Derivatives

Education
Salem Community College   1996 — 1998
Associates, Business Administration, Management and Operations, 3.5

Tottenville HS   1977 — 1981
Academic-finance, Mathematics and Computer Science

Deana Perry Deana Perry United States Details
Deana Perry's Morgan Stanley Wealth Management Experience April 2011 - Present
Job
Industry Financial Services
Experience
Morgan Stanley Wealth Management   April 2011 - Present

Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Photoshop, HTML

Education
Salt Lake Community College

Charise Sharpe Jcsharpe99 Charise Sharpe Jcsharpe99 York, Pennsylvania Area Details
Charise Sharpe Jcsharpe99's Morgan Stanley Wealth Management Experience April 2010 - July 2011
Job Compliance Analyst at Morgan Stanley Smith Barney
Industry Financial Services
Experience
OneMain Financial, Incorporated   July 2011 - Present
Morgan Stanley Wealth Management   April 2010 - July 2011
Citigroup Global Markets, Incorporated   January 2006 - March 2009
Citigroup Global Markets, Inc.   March 1989 - December 2005

Skills
Microsoft Excel, Microsoft Word

Education
Saint John's University
Bachelor of Science, Paralegal Studies

Deborah Perdue Deborah Perdue Ooltewah, Tennessee Details
Deborah Perdue's Morgan Stanley Wealth Management Experience 2007 - 2008
Job Territory Manager at Coloplast
Industry Medical Devices
Experience
Coloplast  July 2008 - Present
Morgan Stanley Wealth Management   2007 - 2008
Medline Industries  September 1986 - June 2006

Skills
Medical Devices, Capital Equipment, Operating Room, Product Launch, Market Development, Urology, Sales Operations, Cardiology, Disposables, Surgeons, Sales Effectiveness, Sales Management, Sales Force Development, Key Account Management, Cold Calling, Selling, Account Management, Orthopedic, Pharmaceutical Industry, Sales

Education
Seton Hall University   1981 — 1985
Bachelor of Business Administration (BBA), Marketing

Richard Terelle Richard Terelle Greater New York City Area Details
Richard Terelle's Morgan Stanley Wealth Management Experience August 2006 - April 2015
Job Vice President Corporate Compliance Branch Inspections at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co.   May 2015 - Present
Morgan Stanley Wealth Management   August 2006 - April 2015

Skills
Risk Management

Education
Salisbury University - Perdue School of Business   2002 — 2003
Master of Business Administration (M.B.A.)

Salisbury University - Perdue School of Business   1998 — 2001
Bachelor of Science (B.S.), Marketing

Hamilton High East

Andrea Dion Andrea Dion South Burlington, Vermont Details
Andrea Dion's Morgan Stanley Wealth Management Experience April 2011 - Present
Job Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Wealth Management   April 2011 - Present
Merchants Trust Company  September 2005 - April 2011
Chittenden Trust Company   April 2004 - September 2005
Equity Services, Inc.   May 2002 - October 2003
Merrill Lynch  2001 - 2002
TD  2000 - 2001

Skills
Series 7, Wealth Management, Retirement Planning, Strategic Financial..., Financial Services, Trading, Series 66

Education
Saint Michael's College   1998 — 2002
B.S, Business Administration and Management, General

Lucy Martinez Banuelos Lucy Martinez Banuelos San Diego, California Details
Lucy Martinez Banuelos's Morgan Stanley Wealth Management Experience May 2009 - Present
Job Client service associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Wealth Management   May 2009 - Present
Merrill Lynch  July 1998 - May 2009
Coutts  December 1995 - May 1998
Citibank  January 1993 - October 1995
Republic Bank  August 1986 - September 1991
Bank of America  July 1982 - March 1985

Skills
Series 7, Series 63

Education
San Diego State University-California State University   1997 — 2000
Bachelor of Science (BS), Business Administration and Management, General

Ruth Jordan Ruth Jordan Tampa, Florida Details
Ruth Jordan's Morgan Stanley Wealth Management Experience November 2011 - Present
Job Senior Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley  November 2011 - Present
Morgan Stanley Wealth Management   November 2011 - Present
Tampa Metro YMCA  January 2009 - Present
Merrill Lynch  June 2007 - November 2011

Skills
Series 7, Series 63, Equities, Wealth Management, Securities, Mutual Funds, Retirement Planning, Investments, Asset Allocation, Fixed Income, Uniform Combined State..., Portfolio Management

Education
Saint Leo University   2000 — 2002
Master's degree, Business Administration and Management, General

University of South Florida   1998 — 2000
Bachelor of Arts (B.A.), Psychology

Joseph J. Clarke Joseph J. Clarke Greater Philadelphia Area Details
Joseph J. Clarke's Morgan Stanley Wealth Management Experience June 2013 - December 2013
Job PCS Operations Specialist III
Industry Financial Services
Experience
TD Wealth Management  October 2014 - Present
TD Wealth Management  April 2014 - Present
Haddon Township Municipality   May 2012 - Present
Morgan Stanley Wealth Management   June 2013 - December 2013
Heritage Real Estate and Appraisal Company   May 2008 - May 2012
Law Offices of Dennis J. Crawford   May 2011 - September 2011

Skills
Microsoft Excel, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning

Education
Erivan K. Haub School of Business   2008 — 2012
Bachelor of Science, Finance, General

Saint Joseph's University   2008 — 2012
Bachelor of Arts (B.A.), Finance, General, Finance GPA: 3.02

Gerri Kobayashi Gerri Kobayashi Alamo, California Details
Gerri Kobayashi's Morgan Stanley Wealth Management Experience 1982 - Present
Job Sr. Reg CSA at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management   1982 - Present

Education
San Francisco State University   1967 — 1971
Bachelor's degree, Economics

Thomas Zubrycki Thomas Zubrycki Oldwick, New Jersey Details
Thomas Zubrycki's Morgan Stanley Wealth Management Experience July 2011 - January 2013
Job Financial Advisor at Bank of Americal, Merrill Lynch
Industry Investment Management
Experience
Bank of Americal, Merrill Lynch   April 2013 - Present
Morgan Stanley Wealth Management   July 2011 - January 2013
R Seelaus & Company   September 2010 - August 2011

Skills
Series 7,55,63,66 NJ NY..., Series 7, Wealth Management, Retirement Planning, Investments, Asset Allocation, Mutual Funds, Investment Advisory, Portfolio Management, Equities, Investment Strategies, Series 63, Strategic Financial..., Alternative Investments, Fixed Income, Retirement, Financial Planning

Education
Rutgers, The State University of New Jersey-Newark   1976 — 1981
Bachelor's degree, Business Administration and Management, General

Karen Stillwagon Karen Stillwagon Louisville, Kentucky Details
Karen Stillwagon's Morgan Stanley Wealth Management Experience November 2013 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management   November 2013 - Present
Hilliard Lyons  April 1998 - March 2001
Putnam Investments  June 1993 - January 1998
Clarke Cooke House  May 1990 - September 1992

Education
Salve Regina University   1986 — 1990

Nicholas Chin Nicholas Chin South San Francisco, California Details
Nicholas Chin's Morgan Stanley Wealth Management Experience January 2015 - Present
Job Financial Planning Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management   January 2015 - Present
Morgan Stanley Wealth Management   October 2007 - January 2015
Morgan Stanley Wealth Management   May 2007 - October 2007
Bank of America  June 2004 - June 2007
Morgan Stanley Wealth Management   August 2006 - May 2007

Education
San Jose State University   2002 — 2008
Bachelor of Science (BS), Finance, General

Garrett LaCroix Garrett LaCroix Greater San Diego Area Details
Garrett LaCroix's Morgan Stanley Wealth Management Experience January 2014 - December 2014
Job Senior Mortgage Consultant
Industry Banking
Experience
Global Equity Finance NMLS ID #13116  March 2015 - Present
Garrett LaCroix Property Managment   February 2013 - Present
Morgan Stanley Wealth Management   January 2014 - December 2014

Skills
Banking, Retirement Planning, Wealth Management, Finance, Financial Analysis, Investments, Management

Education
San Diego State University-California State University

Previous Next

Select page



Similar Companies

Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.