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

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Morgan Stanley Wealth Management Employees

Employee
Years
Job
Industry
Jennifer Collotta Jennifer Collotta Greater Boston Area Details
Jennifer Collotta's Morgan Stanley Wealth Management Experience September 2011 - Present
Job Client Service Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Wealth Management   September 2011 - Present
Morgan Stanley Smith Barney  April 2011 - September 2011
Creative Systems  August 2005 - September 2011
The Living Room  March 2009 - July 2011
Woolfie's Bakery   May 2005 - August 2008

Skills
Investments, Mutual Funds, Equities, Wealth Management, Asset Allocation, Portfolio Management, Asset Management, Securities, Investment Strategies, Financial Analysis, Finance, Alternative Investments, Financial Modeling, Financial Services, Strategic Financial..., Hedge Funds

Education
Suffolk University   2007 — 2011
BSBA, Finance

Kathy (Flahive) Olivari Kathy (Flahive) Olivari Greater Philadelphia Area Details
Kathy (Flahive) Olivari's Morgan Stanley Wealth Management Experience August 2008 - August 2013
Job at
Industry Financial Services
Experience
National Philanthropic Trust  September 2015 - Present
Comprehensive Investment Solutions®, LLC   October 2014 - Present
Princeton Plasma Physics Laboratory  April 2014 - September 2014
Morgan Stanley Wealth Management   August 2008 - August 2013
Merrill Lynch  December 2007 - August 2008
Stifel Nicolaus  February 2001 - December 2007

Skills
Microsoft Office, Customer Service, English, Windows, Research, Outlook, Investments, Microsoft Excel, Financial Planning

Education
Syracuse University   1980 — 1984
Bachelor of Arts (B.A.), Economics

Candace Woodard Candace Woodard Conshohocken, Pennsylvania Details
Candace Woodard's Morgan Stanley Wealth Management Experience November 2011 - Present
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management   November 2011 - Present
Morgan Stanley Wealth Management   February 2007 - November 2011

Skills
Customer Service

Education
Slippery Rock University of Pennsylvania

William Dockeray William Dockeray New York, New York Details
William Dockeray's Morgan Stanley Wealth Management Experience May 2010 - September 2010
Job School of Risk Management, Insurance and Actuarial Science. St. John's University
Industry Financial Services
Experience
Chateau Cherubliez   August 2012 - August 2013
I Coppi   July 2011 - September 2012
Morgan Stanley Wealth Management   May 2010 - September 2010

Skills
PowerPoint, Microsoft Word, Microsoft Office, Research, Teamwork, Microsoft Excel, Customer Service, Operations Management, Real Estate, Business Strategy, Business Development, Public Relations, Marketing Strategy, Risk Management, Time Management, Insurance, Management, Customer Satisfaction, Finance, New Business Development, Financial Services, Leadership

Education
Saint John's University - Peter J. Tobin College of Business   2010 — 2014
Bachelor of Science (BS), Risk Management and Insurance

Craig Swann, CFA Craig Swann, CFA Dallas/Fort Worth Area Details
Craig Swann, CFA's Morgan Stanley Wealth Management Experience May 1998 - August 2002
Job Relationship Manager at Credit Suisse Private Bank
Industry Investment Management
Experience
Credit Suisse  May 2015 - Present
J.P. Morgan Private Bank   June 2013 - May 2015
Westpark Capital, L.P.   June 2012 - May 2013
PineBridge Investments  April 2006 - June 2012
SMU Radio Network   August 2000 - December 2008
Capital One Southcoast Capital   May 2004 - April 2006
Bank of America  August 2002 - June 2004
Morgan Stanley Wealth Management   May 1998 - August 2002

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Investments, Principal Investing

Education
Southern Methodist University   2002 — 2004
Master of Business Administration (MBA), Finance, General

Southern Methodist University   1992 — 1996
Bachelor of Arts (B.A.), History

Adrian Sanders Adrian Sanders United States Details
Adrian Sanders's Morgan Stanley Wealth Management Experience February 2013 - May 2013
Job Benefits Consultant at Aflac
Industry Financial Services
Experience
Aflac  November 2014 - Present
AXA Advisors  August 2013 - October 2014
Morgan Stanley Wealth Management   February 2013 - May 2013
TGW.com - The Golf Warehouse  September 2010 - February 2013

Skills
Fixed Annuities, Insurance, Life Insurance, 401k, Term Life Insurance, IRAs, Whole Life, 401k Rollovers, 529 Plans, Variable Annuities, Investment Brokerage

Education
Coffeyville Community College

Southeast Missouri State University
Finance, General

Wichita State University
Finance, General

Andrea Dietz Andrea Dietz Greater San Diego Area Details
Andrea Dietz's Morgan Stanley Wealth Management Experience December 2011 - October 2012
Job Business Operations Analyst at Biotix
Industry Financial Services
Experience
Biotix  August 2014 - Present
Biotix  July 2013 - Present
County of Sonoma  January 2013 - May 2013
Morgan Stanley Wealth Management   December 2011 - October 2012
Sonoma State University  August 2011 - May 2012
Sonoma State University  August 2010 - May 2012
Biotix  June 2011 - August 2011
San Diego Safari Park   May 2009 - August 2010

Skills
Public Speaking, Leadership, Customer Service, Social Networking, PowerPoint, Event Planning, Microsoft Excel, Microsoft Word, Microsoft Office, Facebook, Time Management, Social Media, Analysis, Outlook, Data Entry, Research

Education
Sonoma State University   2009 — 2013
Bachelor of Science (BS), Finance, General

Kari Yost Kari Yost Houston, Texas Details
Kari Yost's Morgan Stanley Wealth Management Experience June 2005 - August 2006
Job Northeast Gas Trader at Mercuria
Industry Financial Services
Experience
Mercuria Energy Trading S.A.   October 2014 - Present
JPMorgan Chase  June 2008 - October 2014
FARA Insurance Services  January 2007 - May 2007
Morgan Stanley Wealth Management   June 2005 - August 2006

Education
Tulane University - A.B. Freeman School of Business   2007 — 2008
Master's degree, Finance, 3.9

Southeastern Louisiana University   2003 — 2007
Bachelor of Business Administration (BBA), Finance, 3.85

David B Horn David B Horn Chicago, Illinois Details
David B Horn's Morgan Stanley Wealth Management Experience December 1999 - May 2005
Job Chairman, CEO, and Senior Advisor
Industry Investment Management
Experience
Various Firms  June 2005 - Present
Morgan Stanley Wealth Management   December 1999 - May 2005
Graystone Partners   June 1993 - December 1999
Bessemer Trust  1992 - 1993

Skills
Investment Banking, Asset Management, Investments, Investment Advisory, Portfolio Management, Alternative Investments, Asset Allocation, Venture Capital, Hedge Funds, Wealth, Investment Management, Capital Markets, Investment Strategies, Private Equity, Mutual Funds, Securities, Wealth Management, Equities, High Net Worth..., Fixed Income, Business Strategy, Wealth Management..., Series 7, Emerging Markets, Financial Services, Fund Of Funds, Trading, Financial Advisory, Valuation, Investor Relations, Financial Markets, Private Banking, ETFs, Strategic Financial..., Series 63, Options, Equity Research, Bonds, Financial Modeling, Derivatives, Financial Structuring, Commodity, Due Diligence

Education
Chicago Kent College of Law   1972 — 1976
Doctor of Law (J.D.)

Stanford University   1966 — 1968
Bachelor of Arts (B.A.), History

Casey Homer Casey Homer Houston, Texas Details
Casey Homer's Morgan Stanley Wealth Management Experience June 2013 - September 2013
Job Homer Investments LLC
Industry Real Estate
Experience
Homer Investments LLC   September 2013 - Present
United States Marine Corps  May 2013 - Present
Merrill Lynch  September 2013 - May 2014
Memorial Athletic Club  October 2008 - May 2014
Morgan Stanley Wealth Management   June 2013 - September 2013

Skills
Research, Critical Thinking, Entrepreneurship, Mortgage Lending, Loans

Education
Texas A&M University   2009 — 2013
Bachelor of Business Administration (BBA), Finance, General

C. O. Powell C. O. Powell Sioux Falls, South Dakota Details
C. O. Powell's Morgan Stanley Wealth Management Experience October 2001 - August 2005
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial  November 2012 - Present
The First National Bank in Sioux Falls  August 2005 - October 2012
Morgan Stanley Wealth Management   October 2001 - August 2005

Skills
Broad based planning in..., Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Investment Advisory, Strategic Financial..., Investments, Series 63, Asset Allocation, Fixed Annuities, Estate Planning, Banking, Wealth, Uniform Combined State..., Finance, Loans, Portfolio Management, High Net Worth..., Credit, Commercial Lending, Securities, Mortgage Lending

Education
St. Olaf College   1973 — 1977
Bachelor's degree, Communication, General

St. Olaf College

Don Miner Don Miner Greater Salt Lake City Area Details
Don Miner's Morgan Stanley Wealth Management Experience May 2012 - November 2014
Job Currently searching for a new position in Banking Operations.
Industry Banking
Experience
Morgan Stanley Wealth Management   May 2012 - November 2014
Coldwell Banker Residential Brokerage  July 2011 - June 2013
Merrill Lynch Bank USA  March 2000 - December 2010

Skills
Loan Documents, Document Review, Credit Scoring, Documentation, Vendor Management, Customer Service, Management, Microsoft Office, Microsoft Excel, Windows, Microsoft Word, Training, Project Management, Leadership, Outlook, Troubleshooting

Education
Southern Utah University   1993 — 1996
BS, Communication - Emphasis in Broadcast, Public Relations, and Advertising

Glendale Community College   1992 — 1993
Video Production Technology

Salvatore Mangiacapre Salvatore Mangiacapre Greater New York City Area Details
Salvatore Mangiacapre's Morgan Stanley Wealth Management Experience May 2013 - September 2013
Job Graduate Assistant at St.John's University
Industry Financial Services
Experience
Staten Island Advance  January 2006 - Present
St. John's University   September 2014 - May 2015
Taurus Market Research   January 2011 - May 2015
Assemblyman Joseph Borelli   May 2014 - September 2014
Morgan Stanley Wealth Management   May 2013 - September 2013
Northwestern Mutual  September 2010 - September 2012

Skills
Investments, Finance, Microsoft Excel, Financial Analysis, Leadership, Customer Service, Strategic Financial..., Retirement Planning, Equities, Marketing, Management, Fixed Annuities, Portfolio Management, Mutual Funds, Insurance, Social Networking, Teamwork, Time Management, Public Speaking, Microsoft Word

Education
Saint John's University   2014 — 2015
Master of Business Administration (M.B.A.), Accounting, Graduate

St. John's University, The Peter J. Tobin College of Business   2010 — 2014
Bachelor's degree, Accounting

Yani Kisoki Yani Kisoki Charlotte, North Carolina Details
Yani Kisoki's Morgan Stanley Wealth Management Experience December 2011 - March 2013
Job Leveraged Finance
Industry Financial Services
Experience
Wells Fargo Securities  June 2015 - Present
Morgan Stanley Wealth Management   December 2011 - March 2013
UBS Investment Bank  September 2009 - September 2010
UBS Investment Bank  January 2005 - August 2009
Public Financial Management  June 2002 - December 2004

Skills
Equities, Investments, Portfolio Management, Trading, Securities, Strategy, Structured Finance, Equity Capital Markets, IPO, CRM, Investment Banking, Capital Markets, Capital Raising, Fixed Income, Bloomberg, Hedge Funds, Derivatives, Valuation, Financial Modeling, Equity Derivatives, Finance, Financial Markets

Education
Swarthmore College   1998 — 2002
BA, Economics and Psychology

University of California, Davis   2013 — 2015
Master of Business Administration (MBA)

Christopher Whiteneck Christopher Whiteneck Corpus Christi, Texas Area Details
Christopher Whiteneck's Morgan Stanley Wealth Management Experience November 2013 - April 2014
Job Servant to the Community Making Finance Simple!
Industry Financial Services
Experience
Western & Southern Life  July 2015 - Present
Del Mar College  July 2013 - Present
Tutoring Entrepreneurship   March 2011 - Present
Corpus Christi Montessori School   November 2014 - June 2015
Morgan Stanley Wealth Management   November 2013 - April 2014
Aim Directional Services, LLC  June 2011 - August 2011
Flour Bluff ISD  August 2009 - July 2011
West Oso ISD  August 2006 - July 2009
CLEAR CREEK ISD, GOOSE CREEK CISD, Channelview ISD, La Porte ISD   August 1998 - July 2006
D. Miller & Associates, P.L.L.C.   January 2004 - December 2005

Skills
Accounting, Financial Accounting, Management Accounting, Data Analysis, Analysis, Finance, Corporate Finance, Teaching, Public Speaking, Research, Social Networking, Microsoft Excel, Microsoft Office, Budgets, Marketing, Strategic Planning, Customer Service, Curriculum Design, Leadership, Training, Team Building, Leadership Development, Event Planning, Higher Education, Microsoft Word, PowerPoint, English, Windows, Outlook, Photoshop, HTML, Direct Marketing, Direct Sales, Marketing Strategy, Marketing Communications, Networking, Economics, Macroeconomics, Mathematics, Mathematical Modeling, Applied Mathematics, Mathematics Education, Calculus, Geometry, Energy, Start-ups, Team Leadership, Project Planning, Cost Accounting, Forensic Accounting

Education
Texas A&M University-Kingsville   2012 — 2014
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law, GPA: 3.7

University of Houston-Victoria
Master of Business Administration (M.B.A.), Finance and Financial Management Services

Texas A&M University at Corpus Christi   2009 — 2012
Masters, Mathematics-MS, GPA: 3.9

South Texas College of Law   2002 — 2005
Coursework, Legal Studies

The University of Texas at Austin   1993 — 1998
Bachelor's degree, Applied Learning - Education, GPA 3.3, GRADUATED W HONORS

Ross S. Sterling High School   1989 — 1993
Magna Cum Laude

Don Milich Don Milich Atlanta, Georgia Details
Don Milich's Morgan Stanley Wealth Management Experience July 2008 - June 2010
Job Senior Vice President, Investments & Galleria Branch Manager, Raymond James
Industry Investment Management
Experience
Raymond James Financial Inc.  April 2012 - Present
Barclays Wealth and Investment Management  June 2010 - March 2012
Morgan Stanley Wealth Management   July 2008 - June 2010
Deutsche Bank  August 1990 - July 2008
Kidder Peabody  June 1984 - August 1990

Skills
Portfolio Management, Portfolio Optimization, Wealth Management, Tactical Asset..., Asset Allocation

Education
Ursinus College   1978 — 1982
Bachelor of Arts (BA), Economics

Temple University   1982 — 1984

Keenan Blatt Keenan Blatt Greater New York City Area Details
Keenan Blatt's Morgan Stanley Wealth Management Experience March 2015 - Present
Job Associate at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management   March 2015 - Present
Raymond James & Associates  June 2014 - March 2015
RainKing Solutions  October 2013 - May 2014
Global Fund Exchange Group   September 2010 - March 2014
Aflac  2013 - 2013
Kunstler Enterprises, inc.   January 2012 - February 2012

Education
Stony Brook University   2014 — 2016
Bachelor's Degree, Management in Sustainability

The Catholic University of America   2012 — 2014
B.S.B.A, International Economics and Finance Major

Oyster Bay High School   2009 — 2012
Advanced Regents Diploma, New York State

Benjamin Michael Benjamin Michael Dallas/Fort Worth Area Details
Benjamin Michael's Morgan Stanley Wealth Management Experience May 2013 - July 2013
Job Project Manager at Composite Cooling Solutions, L.P. / Executive MBA Candidate at SMU Cox School of Business
Industry Mechanical or Industrial Engineering
Experience
Composite Cooling Solutions, L.P.   November 2013 - Present
Morgan Stanley Wealth Management   May 2013 - July 2013
United States Marine Corps  January 2012 - January 2013
United States Marine Corps  December 2008 - December 2011
United States Marine Corps  May 2007 - November 2008
United States Marine Corps  May 2005 - May 2007
United States Marine Corps  January 2005 - April 2005
United States Marine Corps  July 2004 - January 2005

Skills
Project Management, Operations Management, Operational Planning, Program Management, Organizational..., Cross-functional Team..., Leadership Development, Risk Management, SOP development, Military Experience, Security, Team Leadership, Tactical Planning, Cross Functional Team..., Team Assessment, Operational Analysis, Financial Analysis, Financial Forecasting, Process Improvement, Military Operations, Military Liaison, Military, Technology Integration, Airborne, National Security, Infantry Tactics, Security Clearance, DoD, Arctic Warfare, Government

Education
United States Naval Academy   2000 — 2004
Bachelors of Science, Quantitative Economics

Southern Methodist University   2014 — 2016
Master of Business Administration (MBA), Executive MBA Candidate at the Cox School of Business

Coppell High School   1995 — 1999

janelle jones janelle jones Phoenix, Arizona Details
janelle jones's Morgan Stanley Wealth Management Experience April 2012 - May 2013
Job Administrator at Commotion Promotions
Industry Marketing and Advertising
Experience
Janelle Jones Free Lance Artist   May 1999 - Present
Morgan Stanley Wealth Management   April 2012 - May 2013
ThirtyOne Gifts  March 2011 - August 2012
Discover Financial Services  January 2008 - April 2012
WNYW Fox   February 2004 - December 2005
St. John's University   October 1999 - May 2003

Skills
Creative Writing, Creative Direction, Hands-on Problem Solver, Choreography, Acting, Singing, Educational Leadership, Event Management, Account Management, Accounts Receivable, Financial Services, Multi Tasking, Fundraising, Management, Microsoft Word, Public Speaking, Sales

Education
St. John's University   1999 — 2003
Bachelor of Arts (B.A.), Communications

World Harvest Bible College   2006 — 2008
Diploma Of Music, Music Performance, General, 3.9 GPA

High School of Art & Design   1995 — 1999
Diploma of Arts, Computer Graphics, 3.7

Ryan Balon Ryan Balon Providence, Rhode Island Area Details
Ryan Balon's Morgan Stanley Wealth Management Experience November 2003 - December 2008
Job Senior Wealth Strategist Associate at UBS
Industry Financial Services
Experience
UBS  June 2015 - Present
UBS  September 2012 - Present
ClearPath Wealth Management   December 2008 - September 2012
Morgan Stanley Wealth Management   November 2003 - December 2008

Education
Suffolk University - Sawyer School of Management   1999 — 2003
BA, Business, Management, Marketing, and Related Support Services

Mount Saint Charles   1994 — 1999

Renee Sterling Renee Sterling United States Details
Renee Sterling's Morgan Stanley Wealth Management Experience August 1992 - Present
Job SVP, Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management   August 1992 - Present

Education
Sweet Briar College

Al Diovanni Al Diovanni Greater New York City Area Details
Al Diovanni's Morgan Stanley Wealth Management Experience September 2007 - February 2010
Job Senior Software Engineer and Applications Programmer/Analyst and Project Lead and Systems Analyst at Pershing
Industry Information Technology and Services
Experience
Pershing, a BNY Mellon company  April 2015 - Present
NJ Transit  August 2014 - March 2015
Express Scripts  May 2013 - August 2013
JPMorgan Chase  February 2012 - September 2012
UBS Wealth Management  June 2011 - January 2012
City of New York  March 2011 - June 2011
Citi  May 2010 - December 2010
Morgan Stanley Wealth Management   September 2007 - February 2010
UBS Wealth Management  September 2006 - September 2007
Citi  June 2006 - August 2006

Skills
IBM Mainframe, Application Development, Production Support, COBOL, SAS, Easytrieve, DB2, QMF, JCL, Syncsort, CICS, VSAM, Stored Procedures, ISPF, MVS, TSO, REXX, CLIST, IBM Assembler, Unix, ISPF Dialog Manager, Fileaid, Endevor, Serena Changeman, Expediter, Intertest, ISPF DIALOG MANAGER, SQL, FTP, SFTP, NDM, Business Analysis, SDLC, Data Warehousing, ETL, Debugging, XML

Education
Saint John's University
BS, Computer Science/Math, 3.7

State University of New York College at Plattsburgh
BS, Computer Science, 3.7

Neal Piper Neal Piper Tampa, Florida Details
Neal Piper's Morgan Stanley Wealth Management Experience June 2012 - December 2012
Job Financial Analyst at Valuation Research Corporation
Industry Consumer Services
Experience
Valuation Research Corporation  January 2013 - Present
Morgan Stanley Wealth Management   June 2012 - December 2012
Safe Touch Security Systems   October 2009 - June 2012
Artesian Pools   November 2002 - August 2011
Hillcrest Benefit Administrators   July 1998 - November 2002
Casico, LLC   July 1995 - July 1998

Skills
Financial Analysis, Financial Modeling, Equity Research, Equity Valuation, Excel, Access, Word, PowerPoint, Consultative Selling, Electronic Security..., Valuation, Finance, Insurance, Investments

Education
University of South Florida - College of Business Administration   2010 — 2012
Bachelor's degree, Finance

Southern Illinois University, Carbondale   1994 — 1995

Greg Milewski Greg Milewski Tampa, Florida Details
Greg Milewski's Morgan Stanley Wealth Management Experience November 2012 - October 2014
Job Financial Advisor at USAA
Industry Investment Management
Experience
USAA  October 2014 - Present
USANA Health Sciences  2014 - Present
Morgan Stanley Wealth Management   November 2012 - October 2014
AXA Advisors  August 2011 - October 2012
New England Financial  July 2010 - July 2011

Skills
Financial Planning, Insurance, Retirement, Retirement Planning, Wealth Management..., Life Insurance, Portfolio Management, Investment Advisory, Investments, Series 7, Strategic Financial..., Annuities, Asset Allocation, Series 66, Nutritional Supplements, Personal Development, Network Marketing, Finance, Strategic Planning, Team Building

Education
Southeastern University   2007 — 2012
Bachelor of Science, Leadership, Business, Magna Cum Laude

Joanna Dziemianczyk Joanna Dziemianczyk Greater New York City Area Details
Joanna Dziemianczyk's Morgan Stanley Wealth Management Experience May 2011 - June 2013
Job Assistant Vice President Associate Private Banker, Private Wealth Management Morgan Stanley Private Bank
Industry Banking
Experience
Morgan Stanley Private Bank  June 2013 - Present
Morgan Stanley Wealth Management   May 2011 - June 2013
JPMorganChase  December 2009 - May 2011
JPMorgan Chase  January 2008 - December 2009

Skills
Series 63, Series 7, Life, Accident, and..., FINRA, Wealth Management..., Customer Service, Financial Services, Investments, Portfolio Management, Analysis, Financial Advisory, Finance, Private Banking, Equities, Fixed Income, CRM, Securities, Financial Analysis, Loans, Banking

Education
SUNY Stony Brook   2005 — 2009
BACHELORS, ECONOMICS

Frank Barnes III Frank Barnes III Montclair, New Jersey Details
Frank Barnes III's Morgan Stanley Wealth Management Experience July 2013 - August 2013
Job Student at SUNY Stony Brook University
Industry
Experience
Audiology Department at HackensackUMC Mountainside   May 2014 - June 2014
Ear Nose & Throat Solutions of NJ   May 2014 - June 2014
Morgan Stanley Wealth Management   July 2013 - August 2013

Skills
Cochlear Implants, Hearing Aids, Public Speaking, Advocacy, Project Planning, Project Coordination, Project Management, Communication, Time Management, Clinical Research, Healthcare, Management, Event Planning

Education
Stony Brook University
Declared Major: Health Science, Disability Studies and Human Development

Montclair High School   2010 — 2014

Carol Bohmbach Carol Bohmbach Boston, Massachusetts Details
Carol Bohmbach's Morgan Stanley Wealth Management Experience March 2012 - June 2014
Job Relationship Associate at Credit Suisse
Industry Financial Services
Experience
Credit Suisse  June 2014 - Present
Morgan Stanley Wealth Management   March 2012 - June 2014
Merrill Lynch  December 2006 - March 2012
Mercer  May 2005 - December 2006
Putnam Investments  January 1995 - November 2004

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

Education
Suffolk University   1988 — 1992
Bachelor's Degree, Business Adminstration and Finance, Cum Laude

Angel Batra Angel Batra Greater New York City Area Details
Angel Batra's Morgan Stanley Wealth Management Experience 2012 - 2013
Job Dynamics Associates Career Advisor Connecting Top Talent With Leading Alternative Investment & Financial Service Firms
Industry Financial Services
Experience
Dynamics Associates  2013 - Present
Morgan Stanley Wealth Management   2012 - 2013
New England Financial  2012 - 2013
Cradle of Aviation Museum  2007 - 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Public Speaking, Budgets, Strategic Planning, Leadership, Investment Banking, Sourcing, Networking, Interviews, Analysis, Recruiting, Executive Search, Human Resources, Hedge Funds, Private Equity, Alternative Investments, Risk Management, Financial Analysis, Finance, Financial Services

Education
Saint John's University - Peter J. Tobin College of Business
Bachelor of Science (B.S.), Business Management

Rosie McGinley Rosie McGinley Doylestown, Pennsylvania Details
Rosie McGinley's Morgan Stanley Wealth Management Experience January 2007 - August 2011
Job Investment Specialist at Foundations Financial Partners, LLC
Industry Financial Services
Experience
Foundations Financial Partners, LLC   November 2013 - Present
First Keystone Community Bank  2011 - 2012
Morgan Stanley Wealth Management   January 2007 - August 2011
Legacy Planning, Inc.   May 2004 - January 2007
J.P. Morgan Asset Management   November 1996 - January 2002
Oppenheimer & Co.   November 1993 - February 1996

Skills
Mutual Funds, Portfolio Management, Financial Services, Finance, Series 63, Sales, Marketing, Marketing Communications, Life Insurance, Fixed Annuities, Strategy, Capital Markets, Securities, Series 7, Investments, Annuities, Relationship Management, Wealth Management, Asset Management

Education
Temple University   1988 — 1991
Bachelor of Business Administration (B.B.A.), International Business

Northampton High school

Leo Chan Leo Chan Greater New York City Area Details
Leo Chan's Morgan Stanley Wealth Management Experience June 2013 - June 2014
Job Corporate Compliance & Risk | BSA/AML KYC & EDD
Industry Financial Services
Experience
Barclays Investment Bank  June 2014 - Present
Morgan Stanley Wealth Management   June 2013 - June 2014
First Niagara Bank  April 2012 - May 2013
First Niagara Bank  January 2012 - March 2012
Affival, Inc.   August 2011 - November 2011
Buffalo Sabres  February 2011 - May 2011
Pi Sigma Epsilon  January 2009 - May 2011

Skills
AML, Financial Risk, Accounting, PowerPoint, Microsoft Office, Cash Management, QuickBooks, Digital Photography, Enhanced Due Diligence, Accounts Payable, Peachtree, IBM iSeries, Actimize, Great Plains Software, MAS500, IBM AS400, IBM Congos, Peachtree Accounting, Great Plains, Sage Mas 500, BSA Manager, FSAB/Zeus, ISCheck, GFX, Intracheck, LexisNexis, i-VAULT!, KYC, AdSense, Men's Fashion, Google Analytics, Fashion Marketing, Marketing, Social Media Marketing, Brand Consultancy, Digital Media, Anti Money Laundering, Microsoft Excel

Education
State University of New York at Buffalo - School of Management
Bachelor's Degree

Saint John's University

Brooklyn Technical High School
High School

Mary Ellen (Kelly) Miele Mary Ellen (Kelly) Miele Montoursville, Pennsylvania Details
Mary Ellen (Kelly) Miele's Morgan Stanley Wealth Management Experience May 1997 - February 2013
Job Financial Advisor at Raymond James Financial Services Inc.
Industry Financial Services
Experience
River Valley Financial Advisors, An Independent Firm   February 2013 - Present
Morgan Stanley Wealth Management   May 1997 - February 2013
Charles Schwab  September 1993 - May 1997

Education
Temple University
Bachelor of Arts & Sciences, Spanish, Portuguese, Business Translation

Matthew Poon Matthew Poon Garden City, New York Details
Matthew Poon's Morgan Stanley Wealth Management Experience July 2012 - May 2013
Job eDiscovery Analyst, Archive Project at Deutsche Bank
Industry Information Technology and Services
Experience
Firefly Resources Ltd   February 2015 - Present
Fairdinkum Consulting  December 2013 - June 2014
Morgan Stanley Wealth Management   July 2012 - May 2013

Skills
Microsoft Office, Customer Service, Research, Photoshop, Teamwork, HTML, Java, Windows Server, Microsoft Exchange, McAfee, Postini, Dell Computers, Symantec Endpoint..., Active Directory, HP LaserJet, LogMeIn, Microsoft CRM, Help Desk Support, Windows XP, Networking, Technical Support, Troubleshooting, Windows 7

Education
State University of New York at Stony Brook   2007 — 2012
Bachelor of Science (B.S.), Management Information Systems and Services

Kayla Knox Kayla Knox Houston, Texas Details
Kayla Knox's Morgan Stanley Wealth Management Experience July 2014 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management   July 2014 - Present
EEPB, PC  December 2012 - June 2014
Texas A&M University at Galveston  August 2012 - December 2012
Stephen F. Austin State University  June 2010 - July 2012
St. Edward's University   January 2008 - May 2010

Skills
Customer Service, Customer Satisfaction, Office Administration, Administrative..., Events Coordination, Presentations, Advisement, Close Attention to..., Detailed Organization, Problem Solving, Energetic Leader, Highly motivated..., Supervisory Experience, Microsoft Office, Event Planning, Student Leadership, Critical Thinking, Payroll, Student Affairs, Time Management, Community Outreach, Management, Student Development, Public Speaking

Education
University of Houston-Clear Lake   2013 — 2016
Master's degree, Business Administration

St. Edward's University   2006 — 2010
Bachelor of Arts (B.A.), Sociology

Sean McCarty Sean McCarty Raleigh-Durham, North Carolina Area Details
Sean McCarty's Morgan Stanley Wealth Management Experience March 2010 - Present
Job Vice President at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management   March 2010 - Present
Raymond James & Associates  December 2008 - April 2010
UBS Financial Services  February 2007 - November 2008
Milestone Wealth Management   February 2003 - February 2007
Wachovia Securities  May 1997 - February 2003
PaineWebber  1994 - 1997
Morgan Stanley  1989 - 1992

Education
State University of New York College at Plattsburgh   1984 — 1988

Potwin, Steven Potwin, Steven Greater Boston Area Details
Potwin, Steven's Morgan Stanley Wealth Management Experience November 2006 - September 2011
Job Investment Services at Santander Investment
Industry Investment Management
Experience
Santander Investment  August 2012 - Present
Morgan Stanley Wealth Management   November 2006 - September 2011
Fidelity Investments  2003 - 2006

Skills
Mutual Funds, Series 63, Series 7, Investments, Retirement, Asset Management, Equities, Finance, Financial Planning, Financial Services, Fixed Income, Portfolio Management, Retirement Planning, Securities, Wealth Management

Education
Stonehill College   1999 — 2003

Teddy Mutterperl Teddy Mutterperl Hewlett, New York Details
Teddy Mutterperl's Morgan Stanley Wealth Management Experience May 2014 - Present
Job Intern at Morgan Stanley Wealth Management
Industry Information Technology and Services
Experience
Morgan Stanley Wealth Management   May 2014 - Present

Skills
Microsoft Office, Microsoft Word, PowerPoint, Windows, Social Media, Teamwork, Management, Microsoft Excel, C++, HTML, Access, Java

Education
Syracuse University   2013 — 2016
Bachelor’s Degree, Information Technology and Management, 3.0

Brian McCoy Brian McCoy Philadelphia, Pennsylvania Details
Brian McCoy's Morgan Stanley Wealth Management Experience 2012 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley Wealth Management   2012 - 2013
Public Sports Bar LLC.   October 2008 - July 2012

Skills
Series 7, Series 63, Series 65, PA Health & Life Ins...., Chartered Financial..., Microsoft Office, CRM, Asset Allocation

Education
Temple University   2007 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General

Christopher Brandefine Christopher Brandefine Greater New York City Area Details
Christopher Brandefine's Morgan Stanley Wealth Management Experience October 2012 - Present
Job Advisory Operations Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  July 2014 - Present
Morgan Stanley Wealth Management   October 2012 - Present
InterGlobe Communications  February 2012 - October 2012
DINASO & SONS   January 2011 - January 2012

Education
Saint John's University - Peter J. Tobin College of Business   2007 — 2011
Bachelor of Science, Accounting

Nile Steigerwald Nile Steigerwald Chatham, New Jersey Details
Nile Steigerwald's Morgan Stanley Wealth Management Experience May 2003 - February 2006
Job CEO CIO. CBG FINANCIAL GROUP
Industry Financial Services
Experience
Self-employed  February 2006 - Present
Paulson & Co.   March 2006 - May 2009
Morgan Stanley Wealth Management   May 2003 - February 2006
Prudential Financial  January 1999 - May 2003
Paine Webber  February 1996 - February 1999
Oppenheimer & Co.   August 1993 - February 1996
McLaughlin, Piven, Vogel   August 1989 - August 1993

Skills
Business Strategy, Strategic Planning, New Business Development, Entrepreneurship, Risk Management, Marketing Strategy, Change Management, Business Planning, Financial Analysis, Business Analysis, Equities

Education
Skidmore College   1986 — 1989
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services

Adirondack Community College   1984 — 1986
Associate's degree, English Language and Literature/Letters

Renee Sterling Renee Sterling Dallas/Fort Worth Area Details
Renee Sterling's Morgan Stanley Wealth Management Experience 1992 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management   1992 - Present

Skills
Wealth Management, Portfolio Management, Financial Analysis, Estate Planning, Financial Modeling, Securities, Investments, Insurance, Fundraising, Customer Service, Social Media, Mentoring, Voted: Top 100 Wealth...

Education
Sweet Briar College

Alan W. Chan Alan W. Chan Greater New York City Area Details
Alan W. Chan's Morgan Stanley Wealth Management Experience August 2010 - Present
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management   August 2010 - Present
St. John's University - Executive-in-Residence Program   August 2009 - May 2010
TM Capital  July 2009 - August 2009

Skills
Client Service, Microsoft Excel, PowerPoint, Photoshop

Education
Saint John's University - Peter J. Tobin College of Business   2006 — 2010
BS, Finance

FLHS

Helene Smith Helene Smith Buffalo/Niagara, New York Area Details
Helene Smith's Morgan Stanley Wealth Management Experience August 2004 - Present
Job AVP at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management   August 2004 - Present

Skills
Leadership Development, Instructor-led Training, Employee Training, Training, Series 7, Microsoft Excel, Performance Management, Coaching, Training Delivery, Learning Management..., Needs Analysis, Organizational..., Career Development, Blended Learning, Instructional Design, Succession Planning

Education
Walden University   2010 — 2012
Master's degree, Instructional Desgin and Technology, A

State University of New York - System   1981 — 1986
Bachelor of Arts (BA), Communication, General

Judin Pierre Louis Judin Pierre Louis Greater New York City Area Details
Judin Pierre Louis's Morgan Stanley Wealth Management Experience August 2012 - October 2013
Job Financial Advisor, Capital One Investing (COI)
Industry Banking
Experience
Capital One  September 2014 - Present
JPMorgan Chase Bank NA  October 2013 - September 2014
Morgan Stanley Wealth Management   August 2012 - October 2013
Ellis Medicine  March 2010 - April 2011
Ernst Valery Investments Corp   June 2008 - June 2009

Skills
Investment Strategies, Insurance, Leadership, Financial Services, Portfolio Management, Management, Public Speaking, Research

Education
Union Graduate College   2009 — 2011
MBA, Finance

St. Lawrence University   2004 — 2008
BS, Economics and Mathematics

Alice Weir Alice Weir Burlington, Vermont Area Details
Alice Weir's Morgan Stanley Wealth Management Experience July 2012 - September 2014
Job Producer Development Associate at NBTMang Insurance Agency
Industry Financial Services
Experience
NBT-Mang Insurance Agency  September 2014 - Present
Morgan Stanley Wealth Management   July 2012 - September 2014
Donlan & Barcomb Investment Services   September 2008 - July 2012
UBS Financial Services, Inc  June 2006 - September 2008
Joint Council for Economic Opportunity   October 2005 - April 2006
Plattsburgh State Art Museum   August 2001 - October 2005

Skills
Series 6, Series 63, Notary Public, Retirement Planning, Annuities, Retirement Income...

Education
State University of New York College at Plattsburgh   2001 — 2005
Bachelor of Science (B.S.), Mass Media Communication, Dean's List

Plattsburgh High School   1998 — 2001
Regents Diploma

Karisa Breslin Karisa Breslin Buffalo, New York Details
Karisa Breslin's Morgan Stanley Wealth Management Experience July 2013 - Present
Job Operations associate at American Portfolios
Industry Higher Education
Experience
Morgan Stanley Wealth Management   July 2013 - Present
Flexible Business Systems  April 2013 - July 2013
University at Buffalo  August 2012 - December 2012
University at Buffalo  August 2012 - December 2012
University at Buffalo Professional MBA Program  August 2010 - December 2012
The Cheesecake Factory  April 2009 - February 2012
William B. May  July 2009 - August 2009

Skills
Time Management, PowerPoint, Microsoft Office, Customer Service, Microsoft Excel, Leadership, Microsoft Word, Team Leadership, Social Media, Event Management, Marketing Communications, Teamwork, Facebook, People Skills, Critical Thinking, Employee Training, Organizational..., Multi Tasking, Analysis, Management, Social Networking, NetSuite, Outlook, Microsoft Outlook, Data Analysis, Event Planning

Education
SUNY at Buffalo   2010 — 2012
Bachelor of Business Administration (BBA), Marketing, Junior

Suffolk County Community College   2008 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General, Freshman/ Sophmore

Austin Corbett Austin Corbett Philadelphia, Pennsylvania Details
Austin Corbett's Morgan Stanley Wealth Management Experience August 2013 - Present
Job Sr. Product Specialist at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management   August 2013 - Present

Education
Temple University   2009 — 2013
Temple University Fox School of Business, Finance

Scott Stanfield Scott Stanfield Houston, Texas Details
Scott Stanfield's Morgan Stanley Wealth Management Experience August 2013 - Present
Job Financial Advisor at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management   August 2013 - Present
IMG Financial Group  2013 - 2013
Sports Shack Bar and Grill   November 2010 - November 2012
Merrill Lynch  June 2012 - August 2012
Merrill Lynch  June 2011 - August 2011

Skills
Management, Series 7, Investments, Strategic Financial..., Financial Services, Establish & Maintain...

Education
Stephen F. Austin State University   2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services, 3.5

Bob Flippin Jr. Bob Flippin Jr. Boston, Massachusetts Details
Bob Flippin Jr.'s Morgan Stanley Wealth Management Experience May 2014 - Present
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management   May 2014 - Present
Pioneer Investments  May 2013 - Present
Nantucket Golf Club  July 2011 - August 2011
Titan Advisors  June 2010 - August 2010
Greenwich Independent Insurance   May 2008 - June 2008

Education
Stonehill College   2008 — 2012
Bachelor of Arts (BA), Communications; Business Administration

Caitlin Shaughnessy Caitlin Shaughnessy Greater New York City Area Details
Caitlin Shaughnessy's Morgan Stanley Wealth Management Experience September 2013 - May 2014
Job Account Executive at Joele Frank
Industry Public Relations and Communications
Experience
Joele Frank  September 2014 - Present
Morgan Stanley Wealth Management   September 2013 - May 2014
SMU Mustang Consulting   January 2013 - May 2014
PineBridge Investments  May 2013 - July 2013
CNN  September 2012 - September 2012
Harrison & Shriftman  May 2012 - August 2012
Jackson & Flagg Public Relations   October 2011 - May 2012

Skills
Microsoft Excel, Microsoft Powerpoint, Cision, Brand Awareness, Social Media Marketing, Writing

Education
Southern Methodist University   2010 — 2014
Bachelor of Communication Studies, Summa Cum Laude

Greenwich Academy   2007 — 2010
High School Diploma

Greenwich Country Day School

Mark T. Curtis Mark T. Curtis San Francisco Bay Area Details
Mark T. Curtis's Morgan Stanley Wealth Management Experience August 1981 - Present
Job Managing Director | Graystone Consulting | Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management   August 1981 - Present

Education
University of California, Los Angeles - The Anderson School of Management   1979 — 1981
M.B.A., Finance

Stanford University   1975 — 1978
B.A., Urban Studies

Wesley Green Wesley Green New York, New York Details
Wesley Green's Morgan Stanley Wealth Management Experience February 2013 - June 2013
Job Associate at KPMG US
Industry Financial Services
Experience
KPMG US  August 2015 - Present
MESA Global  September 2014 - December 2014
Bank of America Merrill Lynch  June 2014 - August 2014
Merrill Lynch  January 2014 - May 2014
Morgan Stanley Wealth Management   February 2013 - June 2013

Skills
Financial Accounting, French, Spanish, Mac OS X, Windows 7, Minitab, Microsoft Word, Microsoft Excel, PowerPoint, Finance, Microsoft Office, Accounting, Data Analysis

Education
New York University - Leonard N. Stern School of Business   2015 — 2015
Master’s Degree, Accounting

New York University, Stern School of Business   2012 — 2015
Bachelor’s Degree, Accounting and Finance

Southern Methodist University   2011 — 2012

Ashleigh Kester Ashleigh Kester Louisville, Kentucky Details
Ashleigh Kester's Morgan Stanley Wealth Management Experience March 2014 - May 2015
Job Retirement Specialist
Industry Financial Services
Experience
MassMutual Financial Group  June 2015 - Present
Morgan Stanley Wealth Management   March 2014 - May 2015
Wells Fargo Advisors  November 2013 - March 2014
Stifel Nicolaus  August 2009 - November 2013
JPMorgan Chase  August 2008 - August 2009

Skills
Series 7, Series 63, Finance, Mutual Funds, Equities, Loans, Sales, Asset Allocation, Business Analysis, Retirement Planning, Wealth Management, Securities, Accounting, Portfolio Management, Retirement, Financial Services, Financial Advisory, Investments, IRAs, 401k, Insurance, Life Insurance, Long Term Care Insurance, Customer Service, Asset Management

Education
DeVry University   2011 — 2016
Bachelor's degree, Finance

Specs Howard School of Media Arts   2005 — 2006
Associates in Media Arts, Television News Broadcasting

Colin Hepburn Colin Hepburn Greater Chicago Area Details
Colin Hepburn's Morgan Stanley Wealth Management Experience June 2012 - September 2012
Job Business Analyst in Strategy & Operations at Deloitte
Industry Management Consulting
Experience
Deloitte  January 2015 - Present
Senator Mark Kirk  July 2013 - September 2013
Morgan Stanley Wealth Management   June 2012 - September 2012

Skills
Capital IQ, International Relations, Microsoft Excel, National Security, CSS, HTML, PowerPoint, Microsoft Word, Mac OS, Qualitative Research, Quantitative Research, Research, Market Research, Social Media, Economics, Benefit Realization..., Implementation Planning

Education
Stanford University   2010 — 2014
Bachelor of Arts (B.A.), International Relations and Affairs

Glenbrook South High School   2006 — 2010
High School/Secondary Diplomas and Certificates

Melissa Wobbe Melissa Wobbe Greater New York City Area Details
Melissa Wobbe's Morgan Stanley Wealth Management Experience July 2013 - Present
Job Executive Director Risk Officer for Product Group Services Operations at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management   July 2013 - Present
Morgan Stanley  July 2012 - Present
Morgan Stanley  August 2011 - July 2012
Morgan Stanley  March 2009 - August 2011
Morgan Stanley  January 2006 - March 2009
Morgan Stanley  January 1999 - January 2006

Skills
Risk Management, Prime Brokerage, Cash Management, Corporate Actions, Back Office, Operational Risk..., Equities, Portfolio Management, Settlement, Derivatives, Fixed Income, Securities, FX Options, Financial Risk, Trading, Hedge Funds, Capital Markets

Education
St. Francis College   1990 — 1994
B.S., Accounting

Dustin Barfield Dustin Barfield Greater New York City Area Details
Dustin Barfield's Morgan Stanley Wealth Management Experience July 2013 - August 2014
Job Enjoying myself before school starts!
Industry Medical Practice
Experience
New York City  April 2015 - Present
Morgan Stanley Wealth Management   July 2013 - August 2014
Armageddon Energy   June 2012 - December 2012
Melosh Laboratory - Stanford University   June 2011 - September 2011
US Marine Corps  March 2002 - March 2006

Skills
Microsoft Office, Motion Genesis, COMSOL, NMR spectroscopy, IR spectroscopy, Nanofabrication, x-ray Diffraction, Electronic Engineering, Solar Energy, Data Analysis

Education
University of California, San Diego - School of Medicine   2015 — 2019
Doctor of Medicine (MD)

Stanford University   2009 — 2012
Bachelor of Science (BS), Materials Science & Engineering

San Diego Miramar College   2006 — 2009
Associate of Science (A.S.), Physics Studies

Paige Martin Paige Martin Baltimore, Maryland Details
Paige Martin's Morgan Stanley Wealth Management Experience June 2014 - Present
Job Client Service Associate
Industry Financial Services
Experience
Morgan Stanley Wealth Management   June 2014 - Present
Morgan Stanley  January 2013 - May 2014
State Farm Insurance Companies  June 2011 - December 2012

Education
Towson University   2010 — 2012
Bachelor of Science (B.S.), Business Administration, Finance

Tallahassee Community College   2008 — 2010
Associate of Arts (A.A.), Business Administration and Management, General

Emily Baldwin Emily Baldwin Greater New York City Area Details
Emily Baldwin's Morgan Stanley Wealth Management Experience July 2012 - August 2013
Job Associate Brand Manager at Pepperidge Farm
Industry Marketing and Advertising
Experience
Pepperidge Farm  August 2015 - Present
Stanford Graduate School of Business  August 2013 - Present
Globe Telecom  August 2014 - September 2014
Big Heart Pet Brands  June 2014 - August 2014
Morgan Stanley Wealth Management   July 2012 - August 2013
Morgan Stanley  June 2010 - July 2012
Morgan Stanley  June 2009 - August 2009
Caterpillar Financial  January 2009 - May 2009
Morgan Stanley  June 2008 - August 2008
BlessingWhite  May 2007 - August 2007

Skills
Bloomberg, Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Equities, Asset Allocation, Investment Banking, Equity Capital Markets, Capital Markets, Due Diligence, Alternative Investments

Education
Stanford University Graduate School of Business   2013 — 2015
Master of Business Administration (MBA)

Vanderbilt University   2006 — 2010
BS, Human and Organizational Development; Managerial Studies

The Lawrenceville School   2002 — 2006

Melissa Novaco Melissa Novaco Greater Boston Area Details
Melissa Novaco's Morgan Stanley Wealth Management Experience August 2011 - Present
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management   August 2011 - Present
Boston Partners Financial Group, LLC  April 2010 - August 2011

Skills
Series 7, Customer Service, Investment Strategies, Marketing, Microsoft Excel, PowerPoint, Microsoft Office

Education
Southern New Hampshire University   2006 — 2010
Bachelor of Science (BS), International Business

nichole wicks nichole wicks Boston, Massachusetts Details
nichole wicks's Morgan Stanley Wealth Management Experience July 2008 - Present
Job Financial Planning Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management   July 2008 - Present
Morgan Stanley Wealth Management   February 2006 - Present
SMITH BARNEY  January 2008 - February 2009

Skills
Series 7, Series 63, Asset Allocation, Investment Advisory, FINRA, Wealth Management, Sales, Team Management, Retirement Planning, Mutual Funds, Securities, Equities, Investments, Strategic Financial..., Portfolio Management, Fixed Income, Alternative Investments, Retirement, Asset Management, Financial Advisory, Customer Service, Leadership, Strategic Planning

Education
State University of New York at Stony Brook   2001 — 2004
Bachelor's degree, Political Science and Government

Helen Barbato Helen Barbato Huntington Station, New York Details
Helen Barbato's Morgan Stanley Wealth Management Experience June 2015 - Present
Job Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management   June 2015 - Present
UBS Financial Services, Inc.   2006 - 2015
Citi Financial  1993 - 2006
Citigroup  July 1988 - May 1993
New York Life Insurance Company  July 1980 - July 1988

Skills
Branch Operations..., Client Services, Support Services, Process Improvement, Finance, Business Analysis, Customer Experience, Executive Support, Time Management, MS Office

Education
State University of New York College at Oswego   1976 — 1980
Bachelor of Science (B.S.), Business Administration, Magna Cum Laude

Nicholas W. Mingone Nicholas W. Mingone Philadelphia, Pennsylvania Details
Nicholas W. Mingone's Morgan Stanley Wealth Management Experience September 2012 - August 2013
Job Wholesaler at Resource Real Estate
Industry Financial Services
Experience
Resource Real Estate  September 2014 - Present
J.P. Morgan   September 2013 - September 2014
Morgan Stanley Wealth Management   September 2012 - August 2013

Skills
Retirement, Retirement Planning, Mutual Funds, Fixed Annuities, Finance, Disability Insurance

Education
Temple University
Bachelor of Business Administration, Finance

Temple University - Fox School of Business and Management
Bachelor of Business Administration (BBA), Finance

Sherman Hasselstrom Sherman Hasselstrom Greater Philadelphia Area Details
Sherman Hasselstrom's Morgan Stanley Wealth Management Experience July 2010 - Present
Job Assistant Vice President, Regional Training Coordinator at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management   July 2010 - Present
Morgan Stanley  February 2007 - June 2010
Sykes  October 2006 - January 2007
CNBC Europe  July 2006 - August 2006
Syracuse University  January 2003 - May 2006
Sykes  June 2000 - August 2002

Skills
Technical Writing, Microsoft Office, Financial Services, Process Improvement, PowerPoint, Social Media, Public Speaking, Project Management, Microsoft Excel, Customer Service, Access, Data Analysis, Investments, Leadership, Analysis, Management

Education
Syracuse University   2002 — 2006
BS, Broadcast Journalism

Michelle Raymond Michelle Raymond Washington, District Of Columbia Details
Michelle Raymond's Morgan Stanley Wealth Management Experience August 2008 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management   August 2008 - Present
Michelle Raymond Band   January 2000 - Present

Skills
Training, Staff Development, Marketing Strategy, Event Planning, Fundraising, Public Speaking, Social Networking, Social Media, Event Management, Non-profits, PowerPoint, Facebook, Customer Service, Leadership, Public Relations, Data Analysis, Series 7, Notary Public, Microsoft Word, Nonprofits, Microsoft Office

Education
Sweet Briar College   2005 — 2008
BA, Business Management & Leadership

Oxford University
St. Anne's College, English & History

Gerard C. Markham Gerard C. Markham Dallas, Texas Details
Gerard C. Markham's Morgan Stanley Wealth Management Experience July 2013 - October 2013
Job Student SMU
Industry Capital Markets
Experience
Papa John's International  November 2013 - Present
Southwest Securities, Inc.   May 2015 - September 2015
Grand Lux Cafe  January 2015 - May 2015
New Western Acquisitions  January 2015 - January 2015
The Cheesecake Factory  May 2014 - November 2014
Barnes and Noble Booksellers  April 2009 - May 2014
The Ivy House   May 2013 - January 2014
Morgan Stanley Wealth Management   July 2013 - October 2013

Skills
Bloomberg Terminal, ThomsonOne, S&P Capital IQ, Time Management, Critical Thinking, Networking, Sales, Retail, Microsoft Office 2007, Strategic Planning, Retail Sales, Self Management, Mathematics, Loss Prevention, Merchandising, Investments, Telephone Skills, Data Analysis, Analytics, Store Management, Inventory Control, Store Operations, 10 Key, Finance, Microsoft Excel, Talisys

Education
Southern Methodist University   2012 — 2016
B.S. Economics with Finance Applications

Southern Methodist University - Cox School of Business   2014 — 2016
BBA Energy Concentration

Investment Banking Institute   2014 — 2014

J.J. Pearce High School   2007 — 2011
Diploma

William Kirst William Kirst Greater New York City Area Details
William Kirst's Morgan Stanley Wealth Management Experience April 2011 - February 2013
Job UBS AG
Industry Banking
Experience
UBS  February 2013 - Present
Morgan Stanley Wealth Management   April 2011 - February 2013
JPMorgan  August 1994 - April 2011

Education
Instituto Tecnológico y de Estudios Superiores de Monterrey
Master of Arts (M.A.)

The Principia

The University of Iowa
Bachelor of Arts (BA), Economics

The University of Texas at Austin - The Red McCombs School of Business
M.B.A.

Jane Connolly Jane Connolly Boston, Massachusetts Details
Jane Connolly's Morgan Stanley Wealth Management Experience February 2013 - June 2015
Job Business Development and Client Relations, Institutional Markets at Fiera Capital Global Asset Management
Industry Investment Management
Experience
Fiera Capital Global Asset Management   June 2015 - Present
Morgan Stanley Wealth Management   February 2013 - June 2015
Tufts Health Plan  June 2012 - December 2012
Workbridge Associates  December 2011 - June 2012

Skills
Finance, Networking, Investment Management, Wealth Management, Key Client Relationships, Account Management, Social Networking, Social Media

Education
Saint Lawrence University   2006 — 2010
BA, Government, African Studies

Brian Mellin Brian Mellin Albany, New York Area Details
Brian Mellin's Morgan Stanley Wealth Management Experience June 2013 - August 2013
Job Sales & Trading Analyst at Citi
Industry Financial Services
Experience
Citi  June 2015 - Present
Citi  June 2014 - August 2014
Morgan Stanley Wealth Management   June 2013 - August 2013
Sunmark FCU  June 2012 - August 2012
SEFCU  May 2011 - May 2011

Skills
Facebook, Social Networking, Leadership, Editing, Newsletters, Management, Budgets, Teaching, Access, Social Media, Public Speaking, PowerPoint, Microsoft Office, Bloomberg Terminal, Investment Management, Asset Management, Wealth Management, Microsoft Word

Education
Syracuse University - Martin J. Whitman School of Management   2011 — 2015
Bachelor of Science, Finance & Real Estate, Junior

Albany Academy   2007 — 2011

Jerome Silvey Jerome Silvey Houston, Texas Details
Jerome Silvey's Morgan Stanley Wealth Management Experience May 2012 - August 2012
Job Investment Banking Analyst at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets  Summer AnalystRBC Real Estate Capital PartnersJune 2014 - August 2014
Morgan Stanley Wealth Management   May 2012 - August 2012
Northeast Energy Partners  May 2011 - August 2011

Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Office, Salesforce.com, Financial Analysis, Financial Modeling, Bloomberg, Corporate Finance, Data Analysis, Capital IQ, Investments, Valuation, Equity Research, DCF, Investment Banking, LBO, Hedge Funds, Finance, Capital Markets

Education
Southern Methodist University   2011 — 2015
Bachelor of Business Administration (BBA), Finance, General

Salisbury School   2008 — 2011
High School

James Neville III James Neville III Dallas, Texas Details
James Neville III's Morgan Stanley Wealth Management Experience February 2014 - May 2014
Job Product Specialist at Mariner Wealth Advisors
Industry Financial Services
Experience
Mariner Wealth Advisors  June 2015 - Present
Montage Investments  May 2014 - August 2014
Morgan Stanley Wealth Management   February 2014 - May 2014
Dedman Center for Recreational Sports   July 2012 - November 2013
Cognios Capital   May 2013 - August 2013

Skills
Microsoft Office, Microsoft Excel, Series 65

Education
Southern Methodist University   2011 — 2015
Bachelor of Business Administration (BBA), Finance, General, Minor in History

The Pembroke Hill School   2007 — 2011
High School

Steven Cheah Steven Cheah San Francisco, California Details
Steven Cheah's Morgan Stanley Wealth Management Experience October 2013 - March 2014
Job Accounts Analysis Associate at First Republic Bank
Industry Management Consulting
Experience
First Republic Bank  June 2014 - Present
Symphony Asset Management  April 2014 - May 2014
Morgan Stanley Wealth Management   October 2013 - March 2014
JPMorgan Chase  April 2009 - October 2013

Education
Southern New Hampshire University   2014 — 2016
Master of Science in Finance

University of California, Davis
Bachelor of Science, Managerial Economics

Skyline College
Business Management

Steven Kaufman Steven Kaufman Fort Lauderdale, Florida Details
Steven Kaufman's Morgan Stanley Wealth Management Experience January 2014 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management   January 2014 - Present
Morgan Stanley Wealth Management   August 2013 - January 2014
Morgan Stanley Private Wealth Management  August 2011 - July 2013
Park Lacrosse, Team Revolution Blue   May 2012 - June 2012
Steven Kaufman Private Lacrosse Lessons   June 2010 - June 2012
Morgan Stanley Private Wealth Management  May 2011 - August 2011
Strathmore Vanderbilt Country Club  June 2008 - August 2010

Skills
Division 1 Lacrosse..., Head Coach of a Summer..., Microsoft Excel, Financial Analysis, Team Leadership, Financial Modeling, Strategic Planning, Investments, Finance, Banking, Bloomberg, Risk Management, Equities, Portfolio Management, Strategic Financial..., Tactical Asset..., Asset Management, Fixed Income, Financial Advisory, Sales, Series 7, Securities, Wealth Management, Financial Planning

Education
SUNY Stony Brook   2009 — 2012
Bachelor of Science Business Finance, Business Finance, Technology Systems Management

Stony Brook University, College of Business   2011 — 2012
Bachelor's degree, Business Finance

Schreiber High School   2005 — 2008
High School Diploma, Business and Personal/Financial Services Marketing Operations

Ken Mathieson Ken Mathieson New York, New York Details
Ken Mathieson's Morgan Stanley Wealth Management Experience 1999 - 2014
Job Founding Partner/Managing Director/Wealth Manager at Steward Partners Global Advisory
Industry Financial Services
Experience
Steward Partners Global Advisory- Raymond James Financial Services   June 2014 - Present
Morgan Stanley Wealth Management   1999 - 2014
Prudential Securities  1987 - 1999

Skills
Series 3, Series 7, Series 63, Series 65, Financial Analysis, Wealth Management, Bonds, Stocks, Manage Client..., Family Office Advisory, 401k Rollovers, Investment Strategies, Estate Planning, Retirement Planning

Education
Fairleigh Dickinson University-Florham Campus   1986 — 1988
Master of Business Administration (MBA), Finance, General

State University of New York Maritime College   1982 — 1986

Cory Hartstein Cory Hartstein Dallas/Fort Worth Area Details
Cory Hartstein's Morgan Stanley Wealth Management Experience May 2010 - August 2010
Job SMU MBA Candidate Class of 2016
Industry Financial Services
Experience
Pizza Hut  May 2015 - August 2015
Duff & Phelps  March 2014 - July 2014
Duff and Phelps  July 2011 - March 2014
Morgan Stanley Wealth Management   May 2010 - August 2010

Skills
Valuation, Bloomberg, Financial Analysis, Financial Modeling, Microsoft Excel, Corporate Finance, Business Analysis, Leadership, Analysis

Education
Southern Methodist University   2014 — 2016
Master of Business Administration (M.B.A.), Business Analytics and Strategy

Texas A&M University   2007 — 2011
Bachelor of Business Administration (BBA), Finance, General

Texas A&M University - Mays Business School   2007 — 2011
Bachelor, Finance

Elmer Luke III Elmer Luke III Greater New York City Area Details
Elmer Luke III's Morgan Stanley Wealth Management Experience October 2010 - July 2011
Job Investment Banking Analyst at Seabury Group
Industry Investment Banking
Experience
Seabury Group  September 2015 - Present
Orange Value Fund  August 2013 - May 2015
Syracuse University  August 2012 - May 2015
Syracuse University Investment Club  January 2014 - December 2014
Credit Suisse  June 2014 - August 2014
Credit Suisse  June 2013 - August 2013
Morgan Stanley Wealth Management   October 2010 - July 2011

Skills
Excel, Word, PowerPoint, Microsoft Office, Social Media, Public Speaking, Facebook, English, Microsoft Excel, Financial Analysis, Microsoft Word, Bloomberg, Analysis, Equities, Financial Modeling, Investments, Valuation, Equity Research, Finance, Portfolio Management, Investment Banking, Fixed Income, Data Analysis, Mutual Funds, Management, Research, Leadership, Bloomberg Terminal, Economics, Corporate Finance, Hedge Funds, Equity Valuation, Teamwork

Education
Syracuse University - Martin J. Whitman School of Management   2011 — 2015
Bachelor's degree, Finance, Economics

Rudy Kassem Rudy Kassem Greater Boston Area Details
Rudy Kassem's Morgan Stanley Wealth Management Experience February 2012 - November 2013
Job Financial Specialist / Registered Advisor
Industry Financial Services
Experience
SANTANDER INVESTMENT SECURITIES  November 2013 - Present
Morgan Stanley Wealth Management   February 2012 - November 2013
Bank of America  February 2008 - April 2011
BAE Systems  March 2009 - November 2009

Skills
401k Rollovers, IRAs, Financial Analysis, Retirement Planning, 403 b, Asset Managment, Wealth Management, Halal Investing Sharia...

Education
Southern New Hampshire University   2006 — 2008
Bachelor of Science (BS), Business Management /Hospitality Administration

Oxnard College / Ventura County Community College District   2001 — 2003
Associate of Science (A.S.), Hotel/Motel Administration/Management

Chekka High School

Anne Maxwell Anne Maxwell Midlothian, Illinois Details
Anne Maxwell's Morgan Stanley Wealth Management Experience May 1996 - October 1999
Job Broker Associate at Harthside Realtors Inc.
Industry Real Estate
Experience
Harthside Realtors   January 2001 - Present
Harthside Realtors Inc.   January 2001 - Present
Merrill Lynch  October 1999 - May 2003
Morgan Stanley Wealth Management   May 1996 - October 1999

Skills
Real Estate Transactions, Selling, REO, Real Estate, Sellers, First Time Home Buyers, Listings, Relocation, Short Sales, Condos, Foreclosures, New Home Sales, Buyer Representation, Single Family Homes, Investment Properties, Sales

Education
Short Sale and Foreclosure Certfication in 2009

Illinois Real Estate License obtained in 2001   2001 — 2001

Obtained Series 7 and Series 63 in 1987

South Suburban College   1983 — 1985

Pooja Chawla Pooja Chawla Princeton, New Jersey Details
Pooja Chawla's Morgan Stanley Wealth Management Experience June 2008 - November 2008
Job Investment Management Specialist
Industry Investment Management
Experience
Wells Fargo Private Bank  February 2012 - Present
Wells Fargo Advisors  December 2008 - February 2012
Morgan Stanley Wealth Management   June 2008 - November 2008
Morgan Stanley Wealth Management   May 2007 - May 2008

Skills
Wealth Management..., Investment Strategies, Investments, Investment Advisory, Alternative Investments, Asset Allocation, High Net Worth..., Institutional..., Charitable Gift Planning, Charitable Remainder..., Foundations, Mutual Funds, ETFs, Private Equity, Equity Trading, Hedge Funds, Portfolio Management, Manage Client..., Retirement Planning, 401k Rollovers, Concentrated Stock..., Financial Advisory, Fixed Income Strategies, Multi-generational..., Relationship Management, Finance, Investment Management, Wealth Management, Financial Analysis, Asset Management, Banking, Series 7, Financial Services, Equity Valuation, FactSet, Morningstar, Due Diligence, Trust Services, Equities, Risk Management, Securities, Microsoft Office, Financial Planning, Fixed Income

Education
Temple University - Fox School of Business and Management   2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Real Estate

Council Rock   2000 — 2004

Jonathan Soja Jonathan Soja San Francisco Bay Area Details
Jonathan Soja's Morgan Stanley Wealth Management Experience 2005 - 2007
Job Account Director at FIS Mobile
Industry Computer Software
Experience
FIS Mobile  March 2015 - Present
FIS Mobile  April 2013 - February 2015
Advent Software  January 2011 - January 2013
Advent Software  January 2010 - December 2010
Advent Software  2007 - 2009
Morgan Stanley Wealth Management   2005 - 2007

Skills
Project Management, Software, Customer Satisfaction, Team Building, Account Relationship, Software Implementation..., Client Relations Skills, Enterprise Software, Cloud Computing, Mobile Devices, Mobile Technology, SaaS, Salesforce.com, Solution Selling, Product Management, CRM, Mobile Payments, Mobile Phone Apps, Account Management, Mobile Marketing, Financial Services

Education
Stonehill College
Bachelor's degree, Economics

Vicki Corum Vicki Corum Tampa/St. Petersburg, Florida Area Details
Vicki Corum's Morgan Stanley Wealth Management Experience May 1987 - Present
Job Vice President, Service Delivery Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management   May 1987 - Present
Wachovia Banking   August 1985 - April 1987

Skills
Vendor Management, Process Improvement, IT Service Management, Infrastructure, ITIL, Integration, Disaster Recovery, IT Operations, SDLC, Management, Enterprise Architecture, Project Management, PMO, Project Portfolio..., IT Management, Risk Management, Business Analysis

Education
St. Petersburg College   1978 — 1983
Business Administration and Management, General

David J Belshaw David J Belshaw Greater New York City Area Details
David J Belshaw's Morgan Stanley Wealth Management Experience June 2010 - Present
Job Product CFO / Senior Manager of Finance at Morgan Stanley Private Bank
Industry Financial Services
Experience
Morgan Stanley Wealth Management   June 2010 - Present
Morgan Stanley Wealth Management   June 2007 - June 2010
Ernst & Young  March 2006 - February 2007
Deutsche Bank  2004 - 2005
Lenox Hill Hospital  2002 - 2004

Skills
Finance, Financial Modeling, Strategic Financial..., Portfolio Management, Financial Analysis, Analysis, Corporate Finance, Mergers & Acquisitions, Financial Reporting, Valuation, Cash Management, Forecasting, Sarbanes-Oxley Act, Financial Services, Accounting, Financial Forecasting, Internal Audit, Capital Markets, Essbase, Managerial Finance, Due Diligence, Risk Management, US GAAP, Cash Flow, Capital Budgeting, Strategy, Equities, Securities, Asset Management, Sarbanes-Oxley, Internal Controls, Financial Risk, Treasury Management, Variance Analysis, Financial Audits, Budgets, Corporate Financial..., Personal Income Tax..., Scenario Analysis, Financial Accounting, Hyperion Enterprise, Banking, Consolidation, Financial Statements, Acquisition Integration, Treasury, Financial Statement..., CCAR

Education
State University of New York at New Paltz   2001 — 2004
Bachelor of Science, Accounting

Amy Cooke Amy Cooke Dallas, Texas Details
Amy Cooke's Morgan Stanley Wealth Management Experience October 1998 - October 2013
Job Registered Client Service Associate at UBS
Industry Financial Services
Experience
UBS  October 2013 - Present
Morgan Stanley Wealth Management   October 1998 - October 2013

Education
Southern Methodist University   1994 — 1998
Bachelor of Arts (B.A.), Psychology

Casady School

Dana G. Elston II Dana G. Elston II Pittsford, New York Details
Dana G. Elston II's Morgan Stanley Wealth Management Experience November 1986 - February 2007
Job First Vice PresidentInvestment Officer, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  February 2007 - Present
Morgan Stanley Wealth Management   November 1986 - February 2007
IHOP  May 1974 - January 1986

Skills
Investments, Financial Advisory, Retirement, IRAs, 401k Rollovers, Retirement Planning, Mutual Funds, Asset Allocation, Fixed Annuities, Investment Strategies, Saving for Education, Securities, 529 Plans, Strategic Planning

Education
Syracuse University   1979 — 1980

Keith Humanitzki Keith Humanitzki Greater New York City Area Details
Keith Humanitzki's Morgan Stanley Wealth Management Experience 2011 - Present
Job IT Security Consultant at Morgan Stanley
Industry Computer & Network Security
Experience
Morgan Stanley Wealth Management   2011 - Present
Brooklyn Children's Museum  March 2005 - March 2011
MeritaNordbanken   1996 - 2003
Nordea Bank Plc New York Branch   1996 - 2003
Eastern Suffolk BOCES  August 1993 - March 1996

Skills
Microsoft Office, Project Management, Computer Hardware, OS X, Firewalls, Network Security, Windows, Management, Troubleshooting, VPN, DNS, Adobe Creative Suite, Security, Microsoft Exchange, Windows Server, Active Directory, Cisco Technologies, Computer Security, DHCP, Databases, Information Security, Information Technology, Network Administration, Networking, Operating Systems, Servers, System Administration, TCP/IP, Windows 7

Education
Stony Brook University   1993 — 1995

Gabe Venit Gabe Venit Greater Philadelphia Area Details
Gabe Venit's Morgan Stanley Wealth Management Experience April 2011 - July 2013
Job FAA Client Treasury Specialist
Industry Banking
Experience
BNY Mellon  July 2013 - Present
Morgan Stanley Wealth Management   April 2011 - July 2013
BNP Paribas  June 2010 - April 2011
JPMorganChase  2000 - June 2010

Skills
Microsoft Excel, Mutual Funds, Fixed Income, Financial Modeling, Investments, Financial Analysis, Risk Management, Strategic Financial...

Education
Temple University   1995 — 1999
Bachelor of Business Administration (BBA), Accounting

Cheltenham High School   1991 — 1995

Thomas Halpin Thomas Halpin Greater New York City Area Details
Thomas Halpin's Morgan Stanley Wealth Management Experience October 2011 - March 2014
Job Graduate Assistant at St. John's University
Industry Financial Services
Experience
St. John's University   September 2015 - Present
Morgan Stanley  March 2014 - December 2014
Morgan Stanley Wealth Management   October 2011 - March 2014
Weitz & Luxenberg P.C   December 2010 - October 2011

Skills
Series 7, Equities, Leadership, Asset Management, Investments, Marketing, Social Media, Finance, Management, Social Networking, Microsoft Office, Microsoft Excel, PowerPoint, Bloomberg

Education
St. John's University, The Peter J. Tobin College of Business   2015 — 2017
Master of Business Administration (M.B.A.), Marketing, Finance

Boston College, College of Arts and Sciences   2007 — 2010
Bachelor of Arts, History

Boston College   2006 — 2010
BA, History

Lily Engelhardt Lily Engelhardt New York, New York Details
Lily Engelhardt's Morgan Stanley Wealth Management Experience 1986 - Present
Job Senior Vice President Financial Advisor at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley Wealth Management   1986 - Present

Education
Technion - Israel Institute of Technology
Engineering

Emily Carfagno Emily Carfagno Greater Philadelphia Area Details
Emily Carfagno's Morgan Stanley Wealth Management Experience October 2011 - June 2013
Job Securities Settlement Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  June 2013 - Present
Morgan Stanley Wealth Management   October 2011 - June 2013
Masterpiece International  June 2011 - October 2011

Skills
Fixed Income, Middle Office, Securities, Equities, Asset Allocation, Asset Management, Investments

Education
Temple University - Fox School of Business and Management
BA, Finance

Luke DeNigris Luke DeNigris Greater New York City Area Details
Luke DeNigris's Morgan Stanley Wealth Management Experience January 2013 - September 2015
Job Financial advisor associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  September 2015 - Present
Morgan Stanley Wealth Management   January 2013 - September 2015
First tee of Nassau county   May 2010 - August 2012

Skills
Microsoft Excel, Access, Analysis, Marketing, Leadership, Public Speaking, PowerPoint, Microsoft Word, Data Analysis, Finance, Sales, Market Research, Accounting

Education
SUNY Geneseo   2011 — 2015
Business Administration and Economics

cold spring harbor

cold spring harbor

Kevin Stanek Kevin Stanek Greater New York City Area Details
Kevin Stanek's Morgan Stanley Wealth Management Experience June 2010 - February 2013
Job Director Corporate Employee Financial Services International at UBS
Industry Financial Services
Experience
UBS  February 2013 - Present
Morgan Stanley Wealth Management   June 2010 - February 2013
Morgan Stanley Smith Barney  June 2008 - June 2010
Citi  June 2006 - June 2008
UBS  February 2005 - June 2006
UBS  January 2001 - February 2005
Investec Ernst and Company   1998 - 2000

Skills
Equities, Securities, Series 7, Series 63, Series 9, Series 10, Series 24, Executive Compensation..., Project Management, Relationship Management, Portfolio Management, Strategic Planning, Wealth Management, Private Clients, Asset Allocation, Management, Production Support, Call Centers, Options, Risk Management, Mutual Funds, Fixed Income, Financial Analysis, Hedge Funds, Alternative Investments, Trading Systems, Derivatives, Capital Markets, Investments, Call Center, Private Client Services, Strategic Financial..., 401k, Asset Management, Financial Modeling, Investment Advisory, Coast Guard Operator of...

Education
Saint John's University - Peter J. Tobin College of Business   1994 — 1999
Bachelor of Science (B.S.), Business- Finance

Wesley Ward Wesley Ward Greater New York City Area Details
Wesley Ward's Morgan Stanley Wealth Management Experience June 2005 - August 2006
Job Operational Risk Executive
Industry Banking
Experience
TD Bank  March 2013 - Present
DTCC  September 2012 - March 2013
Citigroup  April 2011 - September 2012
NASDAQ OMX  June 2009 - April 2011
UBS  August 2006 - May 2009
Morgan Stanley Wealth Management   June 2005 - August 2006
Bank of Tokyo-Mitsubishi UFJ  September 2001 - May 2005

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Analytics, Banking, Securities, Risk Management, Risk Assessment, Regulations, Executive Reporting, New Product Validation, Quality Control, Compliance, Metrics, Policy Analysis, Stock Exchange, MIS, Operational Risk..., Enterprise Risk..., Project Management, Governance, Business Continuity, Escalation, Basel II, Internal Audit, Auditing, Sarbanes-Oxley Act, Finance, Process Improvement, Financial Risk, Operational Risk, Financial Services, Capital Markets, Management, Analysis

Education
Temple University - Fox School of Business and Management   1988 — 1989
Master of Business Administration (M.B.A.), Economics, Graduated with 3.7 GPA

Wharton School, University of Pennsylvania   1980 — 1985
Bachelor of Science (B.S.), Economics

Jacob Bender Jacob Bender Dallas/Fort Worth Area Details
Jacob Bender's Morgan Stanley Wealth Management Experience May 2013 - August 2013
Job Project Manager at Bender Property Management Inc
Industry Real Estate
Experience
Bender Property Management Inc.   December 2014 - Present
Liquor Mart  October 2013 - December 2014
Morgan Stanley Wealth Management   May 2013 - August 2013
Jimmy John's  November 2012 - January 2013
Bender Property Management Incorporated   May 2008 - August 2012

Skills
Association Management, Commercial Real Estate, Code Enforcement, Maintenance & Repair, Manage Client..., Finance, Microsoft Excel, Research, Business, Pool Service, Filing, Food Service, Eagle Scout, Hunting, Stock Market, Outdoor Recreation, Cleaning, Economics, Mathematics, Golf, Snowboarding, Solid computer skills

Education
Stephen F. Austin State University   2011 — 2015
Bachelor's Degree, Business and Finance, Senior

Jesuit College Preparatory School   2007 — 2011
High School

Amir Jafari Amir Jafari San Francisco Bay Area Details
Amir Jafari's Morgan Stanley Wealth Management Experience June 2001 - May 2005
Job Project, Operations & Financial Manager w/CrossFunctional Teams at SelfEmployed
Industry Management Consulting
Experience
Self Employed  October 2009 - Present
Prep101  August 2012 - April 2014
Jack Morton Worldwide  September 2013 - January 2014
CoreQuest Counseling Group   January 2012 - August 2012
Fava Inc.   January 2008 - October 2009
Hilliard Management Group  January 2008 - November 2008
Venturi & Company LLC   October 2007 - December 2007
PwC  July 2006 - October 2007
Morgan Stanley Wealth Management   June 2001 - May 2005

Skills
Cross-functional Team..., Leadership, Training, Financial Analysis, Accounting, Coaching, Customer Service, Personal Development, Financial Modeling, Team Leadership, Process Improvement, Team Building, Leadership Development, Finance, Microsoft Office, Microsoft Excel, Project Management, Sales, Business Planning

Education
University of Southern California - Marshall School of Business   2005 — 2006
Master's Degree, M.Acc. Financial Accounting

Southern Methodist University - Cox School of Business   2001 — 2005
Bachelor's Degree, B.B.A. Finance

Amy Nistico Amy Nistico Greater New York City Area Details
Amy Nistico's Morgan Stanley Wealth Management Experience February 2013 - Present
Job Vice President, Communications at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management   February 2013 - Present
Legg Mason  April 2003 - September 2012
American Skandia  April 2000 - April 2003

Skills
Mutual Funds

Education
The University of Connecticut School of Business   2005 — 2008
Masters of Business Administration, Marketing

Southern Connecticut State University   1994 — 1999
Bachelor of Science

Sergio Vera Sergio Vera Greater New York City Area Details
Sergio Vera's Morgan Stanley Wealth Management Experience February 2012 - Present
Job Executive Director, Head of Business Continuity Management at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management   February 2012 - Present
Morgan Stanley  February 2009 - December 2011
Morgan Stanley  August 2007 - December 2011
TD Ameritrade  June 2003 - August 2007
Credit Suisse First Boston  June 1996 - June 2003
Exxon Research & Engineering  June 1990 - May 1996
US Army  April 1984 - April 1986

Skills
Equities, SDLC, Vendor Management, Portfolio Management, Investment Banking, Business Continuity..., Risk Management, Risk Assessment, Technology Risk, Disaster Recovery, Process Improvement, Operational Efficiency, Program Management, Governance, Integration, Data Center, Business Process, Security, Business Analysis, Options, IT Strategy, Derivatives, Trading, Asset Management, PMO, Financial Services, Market Data, Electronic Trading, Capital Markets, Hedge Funds, Series 7, Banking, Financial Markets, Fixed Income, Trading Systems, Bloomberg, Securities

Education
Stevens Institute of Technology   1991 — 1993
Master, Telecommunications Management

Stevens Institute of Technology   1986 — 1990
Bachelor, Electrical Engineering

Nick Theoharis Nick Theoharis Greater New York City Area Details
Nick Theoharis's Morgan Stanley Wealth Management Experience June 2005 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management   June 2005 - Present

Skills
Series 7, Fixed Income, Capital Markets, Series 63, Sales, Relation Management, Equities, Financial Advisory

Education
State University of New York at Stony Brook   2001 — 2005
BS, Business Management

St. Francis Prep   1998 — 2001

Tony Tsai Tony Tsai Greater New York City Area Details
Tony Tsai's Morgan Stanley Wealth Management Experience January 2014 - May 2014
Job Director, Process Manager for Incident/Problem/Change Management IT at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  June 2014 - Present
Morgan Stanley Wealth Management   January 2014 - May 2014
Morgan Stanley  January 2006 - December 2013
Morgan Stanley  May 1999 - December 2005
J.P. Morgan   January 1998 - May 1999
Prolifics  July 1996 - January 1998

Skills
Trading Systems, Equities, Fixed Income, Sybase, Unix, Capital Markets, Investment Banking, Financial Services, SDLC, Management, Managed Services, Co-sourcing, Application Support, Change Management, Capacity Management, Risk Management, IT Audit, IT Infrastructure..., Vendor Management, Portfolio Management, Outage Management, Event Management, Knowledge Management, Knowledge Base, Problem Management, ITIL v3 Foundations..., Electronic Trading, Business Analysis

Education
Stony Brook University   1991 — 1996
Bachelor of Science (BS), Computer Science

Stan Francois Stan Francois Greater Los Angeles Area Details
Stan Francois's Morgan Stanley Wealth Management Experience January 2011 - August 2013
Job Divisional Sales Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management  August 2013 - Present
Morgan Stanley Wealth Management   January 2011 - August 2013
Morgan Stanley Wealth Management   January 2008 - January 2011
Citi  April 2004 - December 2007

Skills
Mutual Funds, Securities, Financial Services, Asset Managment, Asset Allocation, Retirement Planning, Financial Analysis

Education
The University of Connecticut   1989 — 1991
MBA

Skidmore College   1982 — 1986
Finance, General

Stanley M. George Stanley M. George New York, New York Details
Stanley M. George's Morgan Stanley Wealth Management Experience October 2005 - April 2014
Job Sr. Budget Administrator at Long Island Rail Road
Industry Financial Services
Experience
Long Island Rail Road  April 2014 - Present
Morgan Stanley Wealth Management   October 2005 - April 2014
Citi  April 2004 - October 2005
St. John’s University   September 2002 - December 2003
St. John’s University   November 1999 - September 2002

Skills
Microsoft Office, MS Excel Pivot Tables, Vlookup, Logical Thinker, macros, Macro, Vendor Management, Access, Thinking Outside The Box, Always ask How can I..., Extensively use the MS..., Create Reports using..., Create Macros to make..., •Serve as a team point..., •Use Excel to create...

Education
St. John's University, The Peter J. Tobin College of Business   2002 — 2004

Sarah Ray Sarah Ray Greater New York City Area Details
Sarah Ray's Morgan Stanley Wealth Management Experience December 2011 - Present
Job Executive Director, Capital Markets Marketing Communication at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Wealth Management   December 2011 - Present
Morgan Stanley Wealth Management   December 2006 - November 2011
Morgan Stanley Wealth Management   September 2005 - November 2006
Morgan Stanley  January 2002 - July 2005

Skills
Series 7, Series 63, Series 24, series 53, Capital Markets, Fixed Income

Education
London Guildhall University   2000 — 2002
Certified Diploma in Accounting and Finance, Accounting and Finance

Staffordshire University   1992 — 1995
Economics, Economics, BA Hons 2:1

Michelle Sherman Michelle Sherman Greater New York City Area Details
Michelle Sherman's Morgan Stanley Wealth Management Experience February 2011 - August 2013
Job Retirement Ops Analyst, Projects & Testing
Industry Financial Services
Experience
Morgan Stanley  January 2013 - Present
Morgan Stanley Wealth Management   February 2011 - August 2013
Pride Technologies  January 2009 - February 2011
Technical Telephone Systems Inc   June 1997 - October 2008
Ocean Pacific  1988 - 1992

Skills
Call Center, Customer Service, Retirement, Project Planning, Leadership, Customer Satisfaction, Access, Business Analysis, Microsoft Office, Microsoft Excel, Process Improvement, Project Management, Purchasing, Training, Vendor Management, Call Centers, Financial Services, IRAs, Business Planning

Education
State University of New York at New Paltz   1980 — 1981

Anand Perianayagam Anand Perianayagam Greater New York City Area Details
Anand Perianayagam's Morgan Stanley Wealth Management Experience May 2013 - May 2014
Job Senior Program Manager at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse  May 2014 - Present
Morgan Stanley Wealth Management   May 2013 - May 2014
Federal Government  December 2012 - April 2013
Headstrong  November 2010 - November 2012
I Q Systems   April 2008 - November 2010
Bear Stearns  July 2007 - April 2008
MajescoMastek  2007 - 2007
Satyam Computer Services Ltd  2000 - 2006
PwC  January 1990 - July 1994

Skills
PMP, PMO, Software Project..., Requirements Analysis, Program Management, SDLC, Resource Management, Agile Methodologies, Agile Project Management, Business Analysis, Business Intelligence, Business Process, Business Process..., Business Process..., Business Transformation, Consulting, Data Warehousing, ERP, Enterprise Architecture, Global Delivery, IT Management, IT Service Management, IT Strategy, Integration, Management, Management Consulting, Outsourcing, Pre-sales, Project Delivery, Project Management, Project Portfolio..., Requirements Gathering, SOA, Scrum, SharePoint, Software Development, Solution Architecture, Vendor Management

Education
St. Stephen's College   1983 — 1986
Bachelor of Arts (BA), Economics

Andrew Numa Andrew Numa Greater New York City Area Details
Andrew Numa's Morgan Stanley Wealth Management Experience December 2011 - Present
Job Mobile Developer for Morgan Stanley Wealth Management
Industry Information Technology and Services
Experience
Morgan Stanley Wealth Management   December 2011 - Present
Morgan Stanley Smith Barney  December 2010 - December 2011
Morgan Stanley Smith Barney  June 2009 - December 2010
Citi  July 2008 - June 2009
ADP  May 2007 - July 2008
Datascope  August 2006 - January 2007
ADP  August 2005 - August 2006

Skills
JavaScript, Flex, Java, C#, Programming, Agile Methodologies, Solution Architecture

Education
Stevens Institute of Technology   2003 — 2008
Bachelor's of Engineering, Electrical Engineering

Riaan Nel Riaan Nel Eugene, Oregon Area Details
Riaan Nel's Morgan Stanley Wealth Management Experience July 2000 - November 2002
Job Managing Partner at Detlefsen Nel & Associates
Industry Financial Services
Experience
Detlefsen Nel & Associates   November 2002 - Present
Morgan Stanley Wealth Management   July 2000 - November 2002

Education
University of Stellenbosch   1991 — 1994
B.A. and Hons. B.A., Political Economy

Mary Bateman-Ferry Mary Bateman-Ferry Towson, Maryland Details
Mary Bateman-Ferry's Morgan Stanley Wealth Management Experience April 2011 - Present
Job Senior CSA at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Smith Barney  April 2011 - Present
Morgan Stanley Smith Barney  April 2011 - Present
Morgan Stanley Wealth Management   April 2011 - Present

Skills
Microsoft Excel, Customer Service, Series 7

Education
SUNY Oswego   1974 — 1978
Communications, Broadcasting

Brian Vanselow Brian Vanselow Greater Chicago Area Details
Brian Vanselow's Morgan Stanley Wealth Management Experience July 1998 - September 1999
Job Executive Director at Mizuho Securities USA Inc.
Industry Financial Services
Experience
Mizuho Securities USA Inc.  October 2014 - Present
CRT Capital Group  June 2013 - October 2014
Sandler O'Neill  April 2011 - June 2013
Guggenheim Capital Markets  July 2008 - May 2010
Bear Stearns & Co. Inc   June 2001 - July 2008
Martin Progressive  September 1999 - May 2001
Morgan Stanley Wealth Management   July 1998 - September 1999

Skills
Fixed Income, Series 7, Series 63, Structured Finance, MBS, ABS, Bonds, Insurance, Bloomberg Terminal, Investments, Capital Markets, Hedge Funds, Bloomberg, Alternative Investments, Asset Management, Finance, Securities

Education
Southern Illinois University, Carbondale   1995 — 1998
Bachelor Science, Business Administration-Management

Chris Fedosh Chris Fedosh Greater New York City Area Details
Chris Fedosh's Morgan Stanley Wealth Management Experience July 2005 - Present
Job VP at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management   July 2005 - Present
The Guardian Life Insurance Company of America  January 2000 - July 2005
Prudential Financial  1996 - 2000

Skills
Fixed Annuities, Variable Annuities, Insurance, Regulatory Affairs, Regulatory Examinations, Legal Compliance, Complaint Management, Suitability, Investments, Management, Retirement Planning, Risk Management, Securities, Fixed Income, Financial Services, Equities, FINRA, Asset Allocation, Asset Management, Investment Advisory, Wealth Management, Wealth Management...

Education
Richard Stockton College of New Jersey   1990 — 1994
Bachelor's degree, Business Administration

Frank Galdieri Frank Galdieri Sarasota, Florida Area Details
Frank Galdieri's Morgan Stanley Wealth Management Experience April 2011 - August 2014
Job National Business Development Officer at Park Avenue Securities
Industry Financial Services
Experience
Park Avenue Securities  August 2014 - Present
Morgan Stanley Wealth Management   April 2011 - August 2014
Capital Guardian, LLC  January 2010 - 2011
UBSFinancial Services, Inc   2006 - 2009
UBS Financial Services, Inc.   2004 - 2006
Smith Barney  2000 - 2004
Smith Barney  1998 - 2000
Smith Barney  1998 - 2000
Merrill Lynch  1993 - 1998

Skills
Series 7, Wealth Management, Investments, Portfolio Management, Strategic Financial..., Series 63, Asset Managment, Alternative Investments, Equities, Mutual Funds, Asset Allocation, Financial Analysis, Business Development, Financial Advisory, Entrepreneurship, Strategy, Asset Management, Coaching, Investment Advisory, Mergers & Acquisitions, Financial Services, Hedge Funds, Leadership, Finance, Strategic Partnerships, Business Planning, Management, Executive Management

Education
Susquehanna University   1984 — 1988
BA, Economics

Delbarton School

Lydia Earle Lydia Earle Greater Boston Area Details
Lydia Earle's Morgan Stanley Wealth Management Experience June 2009 - Present
Job Operations Generalist at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management   June 2009 - Present
Citigroup/Smith Barney  January 2004 - June 2009
Tax and Investment Plans/Raymond James Financial Services   March 2002 - December 2003
SearchNet   October 1996 - December 1998
Fidelity Investments  September 1985 - February 1988

Skills
PowerPoint, Microsoft Excel, Equities, Investments, Financial Analysis, Employee Benefits, Asset Managment, Microsoft Office, Mutual Funds

Education
Suffolk University
B.S., Government

Brent Daniels Brent Daniels Greater St. Louis Area Details
Brent Daniels's Morgan Stanley Wealth Management Experience December 2010 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management   December 2010 - Present
The Training Associates  December 2010 - Present
Financial Advisor Placement   February 2010 - Present
Wachovia Securities  June 2008 - June 2009
Corporate Recruiter   March 2008 - March 2009
Stifel Nicolaus Corporate Client Services   March 2006 - May 2008
Stifel Nicolaus  March 2006 - March 2008
Financial Service Rep   March 2005 - March 2006

Skills
Coaching, Team Building, Employee Relations, Organizational..., Employee Engagement, Succession Planning, Insurance, Leadership, Customer Service, Finance, Financial Services, Mergers & Acquisitions, Investments, Leadership Development, Performance Management, Employee Training, Public Speaking, Sales, Sales Operations, Process Improvement

Education
Southern Illinois University, Edwardsville   1999 — 2004
B.A., business

Southern Illinois University at
Bachelor of Arts, Liberal Arts

Patrick Somers Patrick Somers Greater New York City Area Details
Patrick Somers's Morgan Stanley Wealth Management Experience 2003 - 2004
Job Sr. Project Lead at The Bank of New York Mellon
Industry Financial Services
Experience
The Bank of New York Mellon  2007 - Present
Bank of America  2004 - 2007
Morgan Stanley Wealth Management   2003 - 2004
Prudential Financial  2000 - 2003
Paine Webber  1999 - 2000
Goldman Sachs  1998 - 1999

Skills
Business Analysis, Project Management, Risk Management, Financial Services, SDLC, Consulting, Fixed Income, Requirements Gathering, Analysis, Derivatives

Education
Saint John's University - Peter J. Tobin College of Business
Master of Business Administration (MBA), Finance

University of Miami - School of Business
Bachelor of Business Administration (BBA), Business Management and Organization

Banke Tung Banke Tung Greater New York City Area Details
Banke Tung's Morgan Stanley Wealth Management Experience 2003 - Present
Job Fixed Income Trader at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management   2003 - Present

Skills
Series 7, Series 63, Separately Managed..., Series 24, Fixed Income, Bonds, Bloomberg, Asset Allocation, Securities, Investment Advisory, Electronic Trading, Wealth Management, Mutual Funds, Equities, Capital Markets, ThomsonOne, Bond Markets, Series 65, Wealth Management..., Financial Advisory, Fixed Income Analysis, Financial Markets, Portfolio Management, ETFs, FINRA, Structured Products

Education
State University of New York College at Buffalo   1999 — 2003
BS, Finance

Raymond L. Burke, Jr Raymond L. Burke, Jr Greater New York City Area Details
Raymond L. Burke, Jr's Morgan Stanley Wealth Management Experience October 2013 - Present
Job Relationship Manager, Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management   October 2013 - Present
DWS Investments  October 1999 - October 2012
Winmill & Co.   September 1998 - October 1999

Skills
Series 7, Financial Advisory, Retirement Planning, Series 6, Asset Managment, Investments, Mutual Funds, Series 63, Defined Contribution, Wealth Management, Asset Allocation, Asset Management, Investment Management, Securities

Education
Saint Lawrence University   1994 — 1998
BA, Sociology

Brunswick School   1988 — 1994

Tucker Schade Tucker Schade Greater Philadelphia Area Details
Tucker Schade's Morgan Stanley Wealth Management Experience 1992 - 2002
Job Investment Manager at Roffman Miller Associates, Inc.
Industry Financial Services
Experience
Roffman Miller Associates, Inc.   January 2004 - Present
Morgan Stanley Wealth Management   1992 - 2002
Schade Tech.,Inc   1975 - 1992

Education
Syracuse University

William Penn Charter School

Jeremy Trazoff Jeremy Trazoff Greater New York City Area Details
Jeremy Trazoff's Morgan Stanley Wealth Management Experience January 2014 - Present
Job Manager, Compensation & Business Analytics at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management   January 2014 - Present
Morgan Stanley Wealth Management   January 2012 - January 2014
Morgan Stanley Wealth Management   July 2010 - January 2012

Skills
Data Analysis, Access, Business Objects, Analytics, Talent Management, Forecasting, Trend Analysis, Headcount Reporting, Excel, Deferred Compensation, Compensation Structures, Sales Compensation, Trusted Business Partner, Business Analytics, Human Resources, Microsoft Excel, Onboarding, PeopleSoft, PowerPoint, Performance Management

Education
State University of New York at Buffalo - School of Management   2006 — 2010
Bachelor of Science in Business Administration, Finance, Marketing

William Minter III William Minter III Tulsa, Oklahoma Details
William Minter III's Morgan Stanley Wealth Management Experience December 2008 - May 2011
Job Financial Advisor, PIM Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  May 2011 - Present
Morgan Stanley Wealth Management   December 2008 - May 2011
Merrill Lynch  August 2007 - November 2008
Merrill Lynch  April 2006 - July 2007
Merrill Lynch  July 2000 - March 2006

Skills
Finance, Retirement Planning, Asset Allocation, Tactical Asset..., Retirement Plan...

Education
University of Tulsa College of Law   1993 — 1996
JD, Law

Stetson University   1987 — 1991
Bachelor of Arts (B.A.), Majors Russian Studies / Political Science, Minors Business / French

Kerry Dugan Kerry Dugan Baltimore, Maryland Area Details
Kerry Dugan's Morgan Stanley Wealth Management Experience May 2012 - Present
Job Retirement/ Tax Operations for Global Wealth Management Group Operations at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Kelly & Associates Insurance Group  June 2014 - Present
Morgan Stanley Wealth Management   May 2012 - Present
T. Rowe Price  July 2010 - May 2012
Wells Fargo Financial  August 2009 - December 2009

Skills
Leadership, Sales, Wealth Management, Microsoft Office, Team Building, Microsoft Excel, Cold Calling

Education
Stevenson University   2005 — 2009
Interdisciplinary Studies, Business and History

Hereford High School   2000 — 2004

David Heffez David Heffez Greater New York City Area Details
David Heffez's Morgan Stanley Wealth Management Experience December 2006 - Present
Job Senior Vice President, Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management   December 2006 - Present
ICAP Securities LLC   February 1998 - November 2006

Education
State University of New York College at Oneonta   1988 — 1992
Bachelor's Degree, Business Economics

.

Lacey Kassirer Lacey Kassirer Greater Chicago Area Details
Lacey Kassirer's Morgan Stanley Wealth Management Experience October 2012 - March 2014
Job Chief Compliance Officer, BrokerDealer Compliance at Cedar Capital
Industry Financial Services
Experience
Cedar Capital  March 2015 - Present
BMO Financial Group  March 2014 - February 2015
Morgan Stanley Wealth Management   October 2012 - March 2014
Morgan Stanley Smith Barney  January 2010 - October 2012
Morgan Stanley Smith Barney  August 2007 - January 2010
Citi  July 2004 - August 2007
Mark Kline, Inc.   September 2003 - July 2004
ZenithOptimedia  November 2002 - September 2003

Skills
Series 7, FINRA, Securities, Series 24, Series 63, Wealth Management, AML, Mutual Funds, Investment Advisory, Series 65

Education
Syracuse University   1998 — 2002
B.A., Psychology

Tom Wakefield Tom Wakefield Provo, Utah Area Details
Tom Wakefield's Morgan Stanley Wealth Management Experience June 2012 - Present
Job at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley Wealth Management   June 2012 - Present
Nu Skin Enterprises  March 2011 - June 2012
ACE Group  June 2006 - April 2011
GMAC RE  May 2003 - December 2004
Temple University  August 2001 - August 2002
Swire Pacific Holdings   May 1996 - May 2001
Swire Pacific Holdings   May 1996 - May 2001

Skills
Access, Visual Basic, Microsoft Excel, Outlook, Lotus Notes, Hyperion Enterprise, Operating Systems, Databases, VBA, Data Analysis, SAP, SQL, Management, Process Improvement, Database Design, HTML, Oracle, Windows, Quality Assurance, Microsoft Office, Troubleshooting, Visual Studio, Data Warehousing, Business Intelligence, Visio, Business Analysis, Microsoft SQL Server, Analysis, Data Modeling, ETL, Database Administration, Integration, Requirements Analysis, SDLC

Education
Temple University - Fox School of Business and Management   2001 — 2005
Bachelor, Business Administration; Actuarial Science

Utah Valley State College   1996 — 2001
Associates of Science, General Studies

Tom Gashonia Tom Gashonia Greater New York City Area Details
Tom Gashonia's Morgan Stanley Wealth Management Experience April 2011 - Present
Job Registered Associate at Graystone Consulting
Industry Financial Services
Experience
Graystone Consulting  December 2014 - Present
Morgan Stanley Wealth Management   April 2011 - Present
The Vitamin Shoppe  February 2011 - April 2011
The Vitamin Shoppe  October 2009 - February 2011

Skills
Asset Allocation, Trading, Portfolio Management, Series 7, Equities, Wealth Management, Mutual Funds, Investment Advisory

Education
Stony Brook University   2004 — 2009
Bachelor of Arts (B.A.), History

Beverly Baruc Beverly Baruc Greater New York City Area Details
Beverly Baruc's Morgan Stanley Wealth Management Experience September 2009 - June 2014
Job Vice President Investor Relations
Industry Financial Services
Experience
SkyBridge Capital  April 2015 - Present
UBS Global Asset Management  June 2014 - April 2015
Morgan Stanley Wealth Management   September 2009 - June 2014
Citigroup Alternative Investments LLC   April 2007 - September 2009
Legg Mason  2005 - 2007

Skills
Hedge Funds, Asset Management, Alternative Investments, Managed Futures

Education
State University of New York at Stony Brook   2002 — 2005
Bachelor of Arts (B.A.), Economics

SUNY Oswego   2001 — 2002

Dave Molter Dave Molter Greater New York City Area Details
Dave Molter's Morgan Stanley Wealth Management Experience June 2012 - Present
Job Assistant Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management   June 2012 - Present
American Portfolios  March 2011 - June 2012
American Portfolios  2007 - 2010

Skills
Mutual Funds, 401k, Wealth Management, Investment Advisory, Series 7, Securities, Series 63

Education
State University of New York College at Geneseo
BS, Business Administration

Steven Manikowski Steven Manikowski Buffalo/Niagara, New York Area Details
Steven Manikowski's Morgan Stanley Wealth Management Experience January 2010 - January 2011
Job Unit Field Trainer at Bankers Life
Industry Financial Services
Experience
Bankers Life  June 2014 - Present
Allstate Financial Services, LLC  May 2014 - Present
Combined Life   January 2011 - December 2012
Morgan Stanley Wealth Management   January 2010 - January 2011
John Hancock  January 2007 - January 2010
MetLife  January 2006 - January 2007
Colonial Supplemental Insurance/Paul Revere   January 2005 - January 2006
AXA Advisors LLC  January 2001 - January 2004
HSBC Bank  January 1999 - January 2001
Ingram Micro  January 1995 - January 1999

Skills
Strategic Financial..., Insurance, Series 7, Portfolio Management, Investments, Equities, Asset Managment, Financial Modeling, Fixed Income, Series 63, Financial Analysis, Mutual Funds, Financial Services, Leadership, Management, Employee Benefits, 401k, Retirement Planning, Disability Insurance, Life Insurance

Education
St. Bonaventure University   1992 — 1995
Master of Business Administration, Finance/Accounting

Syracuse University - Martin J. Whitman School of Management   1984 — 1988
BS, Finance

Andy Velasquez Andy Velasquez Columbus, Ohio Area Details
Andy Velasquez's Morgan Stanley Wealth Management Experience 2011 - 2013
Job Financial Advisor at AIG
Industry Financial Services
Experience
AIG VALIC  2013 - Present
Morgan Stanley Wealth Management   2011 - 2013
Promotions by Design  2008 - 2011

Skills
Retirement, Fixed Annuities, Strategic Financial..., Retirement Planning, Training, Wealth Management, Insurance, Disability Insurance, Wealth Accumulation, Employee Benefits, Term Life Insurance, 401k, Asset Management, Sales Management

Education
Southern Illinois University, Carbondale
Bachelor of Science (BSc)

Kenny Foley Kenny Foley Longview, Texas Details
Kenny Foley's Morgan Stanley Wealth Management Experience February 2008 - July 2013
Job First Vice PresidentInvestments
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  July 2013 - Present
Morgan Stanley Wealth Management   February 2008 - July 2013
UBS  August 2002 - February 2008

Education
The University of Texas at Dallas   1987 — 1991
Electrical Engineering with a focus in System Analysis, Telecommunications

Stephen F. Austin State University   1980 — 1985
BBA Business Management, General Business

Ghalib Ahsan Ghalib Ahsan Greater New York City Area Details
Ghalib Ahsan's Morgan Stanley Wealth Management Experience 2009 - 2013
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   2013 - Present
Morgan Stanley Wealth Management   2009 - 2013
Citi  2004 - 2009

Education
SUNY Stony Brook   1999 — 2004
Bachelor of Science (BS), Information Systems

Yulia V. Young Yulia V. Young Austin, Texas Area Details
Yulia V. Young's Morgan Stanley Wealth Management Experience 2013 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch, Morgan Stanley, Prime Wealth Strategies (WFG)   2013 - Present
Charles Schwab  July 2012 - February 2013
Merrill Lynch  2013 - 2013
Morgan Stanley Wealth Management   2013 - 2013
VALIC  January 2012 - July 2012
Fidelity Investments  September 2000 - February 2011

Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Retirement, Investments, 401k, Asset Allocation, Uniform Combined State..., Strategic Financial..., Wealth Management, Fixed Annuities, Investment Advisory, Asset Management, Equities, Project Management, Risk Management, Series 65, Securities, Alternative Investments, Series 6, Series 24, Financial Advisory, FINRA, Strategy, Investment Strategies, Financial Services, Financial Planning

Education
St. Edward's University   1995 — 1997
BBA, Business Management, Marketing, Linguistics

The University of Texas at Austin   1993 — 1995
Business Administration and Management, General

T. Marcel Lewis T. Marcel Lewis Greater New York City Area Details
T. Marcel Lewis's Morgan Stanley Wealth Management Experience June 2006 - February 2008
Job Innovative Insurance Professional & Leader
Industry Financial Services
Experience
The Hartford  March 2008 - Present
Morgan Stanley Wealth Management   June 2006 - February 2008
Transamerica Financial Advisors, Inc.   January 2000 - June 2006

Skills
Underwriting, Life Insurance, General Insurance, Commercial Insurance, Fixed Annuities, Regulatory Compliance, Variable Annuities, Professional Liability, Process Improvement, Team Leadership, Employee Training, Health Insurance, Accident Insurance

Education
St. Petersburg College
English

Michael Xavier Michael Xavier Greater New York City Area Details
Michael Xavier's Morgan Stanley Wealth Management Experience April 2012 - Present
Job Director Special Products at Morgan Stanley Wealth Management
Industry Investment Banking
Experience
Morgan Stanley Wealth Management   April 2012 - Present
Goldman Sachs  March 2004 - April 2012
AT&T  April 2001 - March 2004
HNC Software  November 1998 - April 2001

Skills
Project Implementation, Software Project..., Business Analysis, Team Management, Operations, Project Coordination, Options, Futures, Team Leadership, Telecommunications, Financial Sector, Wireless Services, Derivatives

Education
Richard Stockton College of New Jersey   1991 — 1996
Bachelor of Arts, Criminal Justice

Trewitt Harding Trewitt Harding Charlottesville, Virginia Area Details
Trewitt Harding's Morgan Stanley Wealth Management Experience January 2004 - Present
Job Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
mssb  January 2004 - Present
Morgan Stanley Wealth Management   January 2004 - Present
Legg Mason  February 1990 - January 2004
Johnston Lemon  January 1960 - February 1965

Skills
Stock Market, bonds, Investment Advisory, Asset Allocation, Investment Strategies, Securities, Equities, Investments, Alternative Investments, Financial Advisory, Portfolio Management, ETFs

Education
Strayer University (VA)   1960 — 1962
BCS, Accounting and Business/Management

UVA   1952 — 1956
McIntire Business School

Culpeper High School   1948 — 1952

Russell Finley Russell Finley Harleysville, Pennsylvania Details
Russell Finley's Morgan Stanley Wealth Management Experience February 2013 - Present
Job National Operations Manager, Property Services at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management   February 2013 - Present
Morgan Stanley  November 2009 - February 2013
Computer Learning Center  1997 - 1998

Skills
Risk Management, Operations Management, Financial Services, Vendor Management, Stakeholder Management, Process Improvement, Strategic Planning, Transition Management

Education
State University of New York College at Oswego   1987 — 1991
Bachelor of Arts (B.A.), Secondary Education

Pamela Padilla Pamela Padilla Greater New York City Area Details
Pamela Padilla's Morgan Stanley Wealth Management Experience June 2003 - Present
Job Sr. Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management   June 2003 - Present
Citi Smith Barney  January 2003 - May 2003
First Investors  June 2002 - August 2002

Education
St. Francis College   1999 — 2003
Bachelor of Science in Management, Cum Laude Graduate

Bryan R. Martin Bryan R. Martin Dallas, Texas Details
Bryan R. Martin's Morgan Stanley Wealth Management Experience March 1992 - April 2011
Job First Vice President Investments at the Martin & Merino Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Martin & Merino Group of Wells Fargo Advisors, LLC   April 2011 - Present
Morgan Stanley Wealth Management   March 1992 - April 2011

Skills
Retirement Planning

Education
Southern Methodist University   1988 — 1992
Bachelor of Business Administration (BBA), Finance

SueAnna Dieterich SueAnna Dieterich Corpus Christi, Texas Details
SueAnna Dieterich's Morgan Stanley Wealth Management Experience August 1991 - Present
Job Senior Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management   August 1991 - Present

Skills
Administrative..., Registered Investment...

Education
Texas A&M University-Corpus Christi   1982 — 1984
Health and Physical Education/Fitness

Sul Ross State University   1972 — 1975

David McAndrew David McAndrew Barrington, Rhode Island Details
David McAndrew's Morgan Stanley Wealth Management Experience May 2013 - December 2013
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management   May 2013 - December 2013
Self-employed  May 2010 - May 2013

Education
Stetson University   2006 — 2010
Bachelor of Science (BS), Finance, General

Cameron Neilson Cameron Neilson Riverton, Utah Details
Cameron Neilson's Morgan Stanley Wealth Management Experience June 2012 - Present
Job Gain and Loss Operations Analyst at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management   June 2012 - Present
Fastenal  July 2009 - June 2012

Skills
Investment Operations, Microsoft Excel, Microsoft Word, Sales, Financial Analysis, Financial Reporting, Managerial Finance, Financial Modeling

Education
Southern Utah University   2008 — 2012
Bachelor's degree, Finance, General

Justin Emershaw Justin Emershaw New York, New York Details
Justin Emershaw's Morgan Stanley Wealth Management Experience June 2007 - August 2007
Job Senior Associate at EY
Industry Accounting
Experience
EY  October 2011 - Present
EisnerAmper LLP  October 2008 - September 2011
Morgan Stanley Wealth Management   June 2007 - August 2007

Skills
Assurance, SOX 404, Credit Risk, FAS 157, Supervisory Experience, IFRS, Internal Audit, Wholesale Lending, Internal Controls, Operational Risk..., Wholesale Banking

Education
Syracuse University - Martin J. Whitman School of Management   2004 — 2008
Bachelor of Science (BS), Accounting and Finance

Wyoming Seminary College Preparatory School   2000 — 2004

Jamila Wilson Jamila Wilson Atlanta, Georgia Details
Jamila Wilson's Morgan Stanley Wealth Management Experience May 2013 - Present
Job Analyst at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management   May 2013 - Present

Skills
Mathematics

Education
Spelman College   2009 — 2013
Bachelor of Arts (B.A.), Accounting and Business/Management

Vanessa Nicholls Vanessa Nicholls Silver Spring, Maryland Details
Vanessa Nicholls's Morgan Stanley Wealth Management Experience June 1989 - January 2015
Job Consultant
Industry Financial Services
Experience
Morgan Stanley Wealth Management   June 1989 - January 2015

Skills
Leadership, Management, Series 7, Strategic Planning, Wealth Management

Education
Syracuse University   1984 — 1988
Bachelor of Science (B.S.), S.I. Newhouse School of Pubic Communications

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