Morgan Stanley Wealth Management
Industry: Financial services company
DescriptionMorgan Stanley Wealth Management is an American multinational financial services corporation specializing in retail brokerage. It is the wealth & asset management division of Morgan Stanley. Customer service: 00 1 801-617-9150 Assets under management: 2.05 trillion USD (2014) CEO: James P. Gorman (Jan 2012–) Headquarters: Purchase, Harrison, New York, United States Parent organization: Morgan Stanley Domestic Holdings Inc Founders: Charles D. Barney, Edward B. Smith
Morgan Stanley Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Morgan Stanley Wealth Management Salaries. You can even request information on how much does Morgan Stanley Wealth Management pay if you want to. Learn about salaries, pros and cons of working for Morgan Stanley Wealth Management directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
3,277 Morgan Stanley Wealth Management employees in database. Find out everything there's to know about Morgan Stanley Wealth Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morgan Stanley Wealth Management Employees
Employee
Years
Job
Industry
Jonathan Likavec, CFA Jonathan Likavec, CFA's Morgan Stanley Wealth Management Experience March 2001 - June 2005
Job Vice President Client Portfolio Manager
Industry Investment Management
Experience
J.P. Morgan Asset Management January 2011 - Present
J.P. Morgan Asset Management November 2005 - February 2011
Chase April 2005 - November 2005
Morgan Stanley Wealth Management March 2001 - June 2005
Skills
Fixed Income, Mutual Funds, Investments, Portfolio Management, Bloomberg, Credit
Education
The Ohio State University 2000 — 2004
Business, Finance
The Ohio State University Fisher College of Business 2000 — 2004
J.P. Morgan Asset Management January 2011 - Present
J.P. Morgan Asset Management November 2005 - February 2011
Chase April 2005 - November 2005
Morgan Stanley Wealth Management March 2001 - June 2005
Skills
Fixed Income, Mutual Funds, Investments, Portfolio Management, Bloomberg, Credit
Education
The Ohio State University 2000 — 2004
Business, Finance
The Ohio State University Fisher College of Business 2000 — 2004
Doug Hicks CPA, CFP® Doug Hicks CPA, CFP®'s Morgan Stanley Wealth Management Experience June 2004 - June 2005
Job Senior Wealth Planner at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management September 2013 - Present
MAI Wealth Advisors, LLC November 2012 - September 2013
Merrill Lynch June 2005 - November 2012
Morgan Stanley Wealth Management June 2004 - June 2005
KPMG January 2003 - May 2003
Skills
Strategic Financial..., Investments, Estate Planning, Certified Financial..., Portfolio Management, Notary Public, Mutual Funds, Financial Analysis, Equities, Financial Modeling, Fixed Income, Bonds, Hedge Funds, Asset Managment, Alternative Investments, Valuation, Passed Level 1 of the..., 401k, Investment Strategies, Equity Research, Securities, Financial Statement..., Capital Markets, Derivatives, Risk Management, Financial Reporting, CPA, Business Succession..., Series 7, Series 66, Series 63, Series 65, Insurance License...
Education
The University of Akron
Bachelor of Science (B.S.), Accounting, Cum Laude
The University of Akron
Bachelor of Science (B.S.), Finance, Cum Laude
PNC Wealth Management September 2013 - Present
MAI Wealth Advisors, LLC November 2012 - September 2013
Merrill Lynch June 2005 - November 2012
Morgan Stanley Wealth Management June 2004 - June 2005
KPMG January 2003 - May 2003
Skills
Strategic Financial..., Investments, Estate Planning, Certified Financial..., Portfolio Management, Notary Public, Mutual Funds, Financial Analysis, Equities, Financial Modeling, Fixed Income, Bonds, Hedge Funds, Asset Managment, Alternative Investments, Valuation, Passed Level 1 of the..., 401k, Investment Strategies, Equity Research, Securities, Financial Statement..., Capital Markets, Derivatives, Risk Management, Financial Reporting, CPA, Business Succession..., Series 7, Series 66, Series 63, Series 65, Insurance License...
Education
The University of Akron
Bachelor of Science (B.S.), Accounting, Cum Laude
The University of Akron
Bachelor of Science (B.S.), Finance, Cum Laude
Aaron Dillon's Morgan Stanley Wealth Management Experience September 2005 - August 2010
Job SVP, Head of Strategic Relationships at GLOBAL X FUNDS
Industry Financial Services
Experience
TD Ameritrade September 2010 - May 2012
Morgan Stanley Wealth Management September 2005 - August 2010
BearingPoint (formerly KPMG Consulting) September 2003 - September 2005
Skills
Mutual Funds, ETFs, Alternative Investments, UIT, UCITS, SICAV, Asset Managment, Wealth Management, Asset Allocation, Tactical Asset..., Asia, Greater China, RIA, Personal Financial..., Third Party Manager Due..., Managed Accounts, Third Party Strategists, Separately Managed..., Discretionary Advisory, Non-discretionary..., Unified Managed Accounts, Mutual Fund Advisory, Series 7, Series 24, Series 63, Web Development, HTML, CSS, JavaScript, PHP, Sales Management, Marketing Strategy, Marketing Communications, Market Research, Social Media Marketing, Asset Management
Education
The Ohio State University 1999 — 2003
Bachelors, Finance
TD Ameritrade September 2010 - May 2012
Morgan Stanley Wealth Management September 2005 - August 2010
BearingPoint (formerly KPMG Consulting) September 2003 - September 2005
Skills
Mutual Funds, ETFs, Alternative Investments, UIT, UCITS, SICAV, Asset Managment, Wealth Management, Asset Allocation, Tactical Asset..., Asia, Greater China, RIA, Personal Financial..., Third Party Manager Due..., Managed Accounts, Third Party Strategists, Separately Managed..., Discretionary Advisory, Non-discretionary..., Unified Managed Accounts, Mutual Fund Advisory, Series 7, Series 24, Series 63, Web Development, HTML, CSS, JavaScript, PHP, Sales Management, Marketing Strategy, Marketing Communications, Market Research, Social Media Marketing, Asset Management
Education
The Ohio State University 1999 — 2003
Bachelors, Finance
Dominick Sica Dominick Sica's Morgan Stanley Wealth Management Experience May 2012 - June 2013
Job Workflow Specialist at Brailsford & Dunlavey
Industry Architecture & Planning
Experience
Brailsford & Dunlavey November 2014 - Present
NetJets January 2014 - November 2014
Rogue Fitness June 2013 - August 2013
Morgan Stanley Wealth Management May 2012 - June 2013
Cameron Mitchell Restaurants June 2011 - May 2012
The Ohio State University November 2010 - May 2011
ProCamps Worldwide February 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Access, Process Analysis, Instructional Design..., Research, Microsoft Word, Time Management, Public Speaking, Event Planning, Process Improvement, Management, Team Building, Training
Education
The Ohio State University 2007 — 2012
BS, Corporate Training and Developement, 3.3
Brailsford & Dunlavey November 2014 - Present
NetJets January 2014 - November 2014
Rogue Fitness June 2013 - August 2013
Morgan Stanley Wealth Management May 2012 - June 2013
Cameron Mitchell Restaurants June 2011 - May 2012
The Ohio State University November 2010 - May 2011
ProCamps Worldwide February 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Access, Process Analysis, Instructional Design..., Research, Microsoft Word, Time Management, Public Speaking, Event Planning, Process Improvement, Management, Team Building, Training
Education
The Ohio State University 2007 — 2012
BS, Corporate Training and Developement, 3.3
Andrew First Andrew First's Morgan Stanley Wealth Management Experience June 2012 - August 2012
Job Investment Banking Analyst at Covington Associates
Industry Financial Services
Experience
Covington Associates November 2014 - Present
AGC Partners July 2014 - November 2014
AGC Partners June 2013 - August 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Access, Bloomberg, Financial Analysis, Data Analysis, Investments, Financial Modeling, Research, Valuation, Capital IQ, Investment Banking
Education
University of Richmond
Bachelor of Science (BS), Finance
The University of Edinburgh
Business Administration
St. Mark's School 2006 — 2010
High School
Covington Associates November 2014 - Present
AGC Partners July 2014 - November 2014
AGC Partners June 2013 - August 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Access, Bloomberg, Financial Analysis, Data Analysis, Investments, Financial Modeling, Research, Valuation, Capital IQ, Investment Banking
Education
University of Richmond
Bachelor of Science (BS), Finance
The University of Edinburgh
Business Administration
St. Mark's School 2006 — 2010
High School
Allie Schaefer Allie Schaefer's Morgan Stanley Wealth Management Experience June 2013 - June 2013
Job Executive Development Program at Macy's
Industry Real Estate
Experience
Macy's June 2015 - Present
Indiana University Kelley School of Business September 2014 - November 2014
Alpha Phi International Fraternity November 2013 - November 2014
Indiana University Dance Marathon January 2012 - November 2014
Related Companies June 2014 - August 2014
Alpha Phi International Fraternity November 2012 - November 2013
The London School of Economics and Political Science (LSE) July 2013 - August 2013
Morgan Stanley Wealth Management June 2013 - June 2013
Inside Scoop Candies and Gifts October 2010 - August 2012
Thomas McDonald Partners LLC June 2012 - July 2012
Skills
Microsoft Excel, Leadership, PowerPoint, Microsoft Word, Leadership Development, Social Media, Teamwork, Recruiting, Sales, Customer Service, Marketing, Photoshop, Adobe InDesign CS6, Adobe Photoshop CS6, IBM SPSS Statistics, Microsoft Access, Basic Spanish, Access
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor's Degree, Triple Major: Marketing, Professional Sales, Technology Management
The London School of Economics and Political Science (LSE) 2013 — 2013
International Business
North Central High School 2007 — 2011
High School, North Central Honors Diploma
Macy's June 2015 - Present
Indiana University Kelley School of Business September 2014 - November 2014
Alpha Phi International Fraternity November 2013 - November 2014
Indiana University Dance Marathon January 2012 - November 2014
Related Companies June 2014 - August 2014
Alpha Phi International Fraternity November 2012 - November 2013
The London School of Economics and Political Science (LSE) July 2013 - August 2013
Morgan Stanley Wealth Management June 2013 - June 2013
Inside Scoop Candies and Gifts October 2010 - August 2012
Thomas McDonald Partners LLC June 2012 - July 2012
Skills
Microsoft Excel, Leadership, PowerPoint, Microsoft Word, Leadership Development, Social Media, Teamwork, Recruiting, Sales, Customer Service, Marketing, Photoshop, Adobe InDesign CS6, Adobe Photoshop CS6, IBM SPSS Statistics, Microsoft Access, Basic Spanish, Access
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor's Degree, Triple Major: Marketing, Professional Sales, Technology Management
The London School of Economics and Political Science (LSE) 2013 — 2013
International Business
North Central High School 2007 — 2011
High School, North Central Honors Diploma
Gina Oliva Gina Oliva's Morgan Stanley Wealth Management Experience November 2011 - November 2013
Job Operations Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2014 - Present
Morgan Stanley Wealth Management November 2011 - November 2013
Caxton Associates May 2010 - November 2011
Heitner and Breitstein July 2008 - September 2009
The Village Bistro September 2005 - October 2006
Skills
Equities, Bloomberg Terminal, Fixed Income, Investments, Hedge Funds, Microsoft Excel, Securities, Microsoft Office, PowerPoint, Access, Finance, Financial Markets, Financial Analysis
Education
The College of New Jersey 2007 — 2011
Bachelor of Science, Management
Goldman Sachs June 2014 - Present
Morgan Stanley Wealth Management November 2011 - November 2013
Caxton Associates May 2010 - November 2011
Heitner and Breitstein July 2008 - September 2009
The Village Bistro September 2005 - October 2006
Skills
Equities, Bloomberg Terminal, Fixed Income, Investments, Hedge Funds, Microsoft Excel, Securities, Microsoft Office, PowerPoint, Access, Finance, Financial Markets, Financial Analysis
Education
The College of New Jersey 2007 — 2011
Bachelor of Science, Management
Maggie Okonokhua Maggie Okonokhua's Morgan Stanley Wealth Management Experience January 2014 - May 2014
Job Wealth Advisor at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Morgan Stanley Wealth Management January 2014 - May 2014
Office Depot May 2013 - August 2013
Crust Restaurants January 2013 - April 2013
Habitat for Humanity International June 2012 - August 2012
William & Mary, School of Law August 2010 - 2012
William & Mary, School of Law 2010 - 2012
Attorney T. Lankford May 2011 - July 2011
William & Mary School of Law August 2010 - May 2011
Collins Gordon & Henry, LLC May 2010 - August 2010
Skills
Legal Writing, Legal Research, Legal Assistance, Commercial Litigation, Courts, Trials, Research, Analysis, Editing, International Relations, Hearings, Interviews, Westlaw, Financial Analysis, Lexis, Program Management, Litigation, Public Policy, Corporate Law, Policy Analysis, Civil Litigation, Mediation, Employee Relations, Finance
Education
The College of William and Mary 2012 — 2014
JD/MBA
The College of William and Mary - Marshall Wythe Law School 2010 — 2013
JD, Law
University of Notre Dame 2006 — 2010
Business Administration, Finance, Psychology
The Lovett School 2002 — 2006
Morgan Stanley August 2014 - Present
Morgan Stanley Wealth Management January 2014 - May 2014
Office Depot May 2013 - August 2013
Crust Restaurants January 2013 - April 2013
Habitat for Humanity International June 2012 - August 2012
William & Mary, School of Law August 2010 - 2012
William & Mary, School of Law 2010 - 2012
Attorney T. Lankford May 2011 - July 2011
William & Mary School of Law August 2010 - May 2011
Collins Gordon & Henry, LLC May 2010 - August 2010
Skills
Legal Writing, Legal Research, Legal Assistance, Commercial Litigation, Courts, Trials, Research, Analysis, Editing, International Relations, Hearings, Interviews, Westlaw, Financial Analysis, Lexis, Program Management, Litigation, Public Policy, Corporate Law, Policy Analysis, Civil Litigation, Mediation, Employee Relations, Finance
Education
The College of William and Mary 2012 — 2014
JD/MBA
The College of William and Mary - Marshall Wythe Law School 2010 — 2013
JD, Law
University of Notre Dame 2006 — 2010
Business Administration, Finance, Psychology
The Lovett School 2002 — 2006
Alexander B. Scharf's Morgan Stanley Wealth Management Experience July 2013 - September 2014
Job Partner at SZ Financial
Industry Financial Services
Experience
SZ Financial July 2015 - Present
SZ Financial June 2014 - June 2015
Morgan Stanley Wealth Management July 2013 - September 2014
Education
The Johns Hopkins University 2011 — 2013
Bachelor of Science (B.S.), Business with Concentration in Finance, GPA: 3.93
Ner Israel Rabbinical College 2009 — 2013
Bachelor's degree, Talmudic Law, 3.88
SZ Financial July 2015 - Present
SZ Financial June 2014 - June 2015
Morgan Stanley Wealth Management July 2013 - September 2014
Education
The Johns Hopkins University 2011 — 2013
Bachelor of Science (B.S.), Business with Concentration in Finance, GPA: 3.93
Ner Israel Rabbinical College 2009 — 2013
Bachelor's degree, Talmudic Law, 3.88
Christine Singh Christine Singh's Morgan Stanley Wealth Management Experience September 2009 - May 2013
Job Financial Consultant at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. June 2013 - Present
Morgan Stanley Wealth Management September 2009 - May 2013
Bank of America February 1990 - November 2002
Education
Texas A&M University 1985 — 1989
Bachelor of Business Administration (BBA), Management
Stephens Inc. June 2013 - Present
Morgan Stanley Wealth Management September 2009 - May 2013
Bank of America February 1990 - November 2002
Education
Texas A&M University 1985 — 1989
Bachelor of Business Administration (BBA), Management
Zachary Hammond Zachary Hammond's Morgan Stanley Wealth Management Experience April 2011 - December 2014
Job Financial Associate at Aetna
Industry Financial Services
Experience
Aetna January 2015 - Present
Morgan Stanley Wealth Management April 2011 - December 2014
Skills
Asset Allocation, Mutual Funds, Microsoft Excel, Wealth Management, Series 7, Retirement Planning
Education
The Ohio State University 2008 — 2012
Bachelor of Science (BS), Finance, General
Aetna January 2015 - Present
Morgan Stanley Wealth Management April 2011 - December 2014
Skills
Asset Allocation, Mutual Funds, Microsoft Excel, Wealth Management, Series 7, Retirement Planning
Education
The Ohio State University 2008 — 2012
Bachelor of Science (BS), Finance, General
Garrison Kickham Garrison Kickham's Morgan Stanley Wealth Management Experience April 2011 - February 2012
Job MS HR Management student at Texas A&M
Industry Human Resources
Experience
United Way September 2013 - Present
Sportswatch LLC June 2012 - February 2013
Morgan Stanley Wealth Management April 2011 - February 2012
Zambian Youth Relief, Texas A&M University January 2010 - January 2012
Old Army Gentlemen’s Society, Texas A&M University January 2010 - January 2012
Education
Texas A&M University 2013 — 2014
Master of Science (MS), Human Resources Management/Personnel Administration, General
Texas A&M University, College of Education
Bachelor of Science, Sports Management
United Way September 2013 - Present
Sportswatch LLC June 2012 - February 2013
Morgan Stanley Wealth Management April 2011 - February 2012
Zambian Youth Relief, Texas A&M University January 2010 - January 2012
Old Army Gentlemen’s Society, Texas A&M University January 2010 - January 2012
Education
Texas A&M University 2013 — 2014
Master of Science (MS), Human Resources Management/Personnel Administration, General
Texas A&M University, College of Education
Bachelor of Science, Sports Management
Mark Gliva Mark Gliva's Morgan Stanley Wealth Management Experience July 2013 - June 2014
Job Product Sales Specialist
Industry Automotive
Experience
Nissan
Morgan Stanley Wealth Management July 2013 - June 2014
UC Synergetic and Storm Services LLC July 2008 - November 2013
Ecommerce, LLC. May 2012 - July 2013
Elmore Appraisal Services February 2011 - May 2012
Discover Financial Services 2001 - 2011
Skills
Sales, Marketing, Customer Service, Program Management, Real Estate, Banking, Salesforce.com, Customer Satisfaction, Economics, Financial Risk, Interviews, Lead Generation, Microsoft Office, Project Management, Strategic Planning, Risk Assessment, B2B Marketing, B2B Sales, Outside Sales, Management
Education
The Ohio State University 2000 — 2007
Bachelor of Science (B.S.), Agricultural Business w/Applied Economics + Minor in Communications
no
Nissan
Morgan Stanley Wealth Management July 2013 - June 2014
UC Synergetic and Storm Services LLC July 2008 - November 2013
Ecommerce, LLC. May 2012 - July 2013
Elmore Appraisal Services February 2011 - May 2012
Discover Financial Services 2001 - 2011
Skills
Sales, Marketing, Customer Service, Program Management, Real Estate, Banking, Salesforce.com, Customer Satisfaction, Economics, Financial Risk, Interviews, Lead Generation, Microsoft Office, Project Management, Strategic Planning, Risk Assessment, B2B Marketing, B2B Sales, Outside Sales, Management
Education
The Ohio State University 2000 — 2007
Bachelor of Science (B.S.), Agricultural Business w/Applied Economics + Minor in Communications
no
Edward (Cory) Grever's Morgan Stanley Wealth Management Experience May 2012 - May 2013
Job Private Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2012 - May 2013
The Next Step Realty October 2011 - May 2013
Phi Kappa Psi DC Alpha Fraternity December 2010 - January 2013
Vineyard Vines June 2012 - September 2012
American Red Cross November 2011 - August 2012
The George Washington University Student Association March 2010 - May 2012
Kieve-Wavus Education, Inc. June 2011 - August 2011
American Red Cross September 2010 - May 2011
Kieve-Wavus Education, Inc June 2010 - August 2010
Education
The George Washington University - School of Business 2009 — 2013
BBA, Finance
Kent School 2005 — 2009
High School Diploma, General Curriculum
Morgan Stanley Wealth Management May 2012 - May 2013
The Next Step Realty October 2011 - May 2013
Phi Kappa Psi DC Alpha Fraternity December 2010 - January 2013
Vineyard Vines June 2012 - September 2012
American Red Cross November 2011 - August 2012
The George Washington University Student Association March 2010 - May 2012
Kieve-Wavus Education, Inc. June 2011 - August 2011
American Red Cross September 2010 - May 2011
Kieve-Wavus Education, Inc June 2010 - August 2010
Education
The George Washington University - School of Business 2009 — 2013
BBA, Finance
Kent School 2005 — 2009
High School Diploma, General Curriculum
Kelly (Lawler) Sheen's Morgan Stanley Wealth Management Experience June 2011 - April 2014
Job Account Manager at Cardinal Health
Industry Financial Services
Experience
Cardinal Health April 2014 - Present
Morgan Stanley Wealth Management June 2011 - April 2014
SEPHORA October 2007 - July 2011
Crowne Plaza Hotel and Conference Center February 2004 - October 2007
Skills
Banking, Finance, Customer Service, Strategic Planning, Project Management, Loans, Microsoft Excel, Quality Assurance, Quality Management, Metrics, Training, Investment Banking, Leadership, Management, Employee Training, Team Building, Sales, Microsoft Word, Financial Services, Analysis
Education
The Ohio State University
Bachelor's degree, 3.56
Cardinal Health April 2014 - Present
Morgan Stanley Wealth Management June 2011 - April 2014
SEPHORA October 2007 - July 2011
Crowne Plaza Hotel and Conference Center February 2004 - October 2007
Skills
Banking, Finance, Customer Service, Strategic Planning, Project Management, Loans, Microsoft Excel, Quality Assurance, Quality Management, Metrics, Training, Investment Banking, Leadership, Management, Employee Training, Team Building, Sales, Microsoft Word, Financial Services, Analysis
Education
The Ohio State University
Bachelor's degree, 3.56
Micalla Hootstein Micalla Hootstein's Morgan Stanley Wealth Management Experience August 2012 - May 2014
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Morgan Stanley Wealth Management August 2012 - May 2014
Sigma Alpha Lambda National Leadership and Honors Organization August 2011 - May 2012
George Washington University September 2008 - May 2012
George Washington University August 2008 - May 2012
MTV Networks June 2011 - August 2011
The ONE Group June 2011 - August 2011
Euro RSCG Worldwide PR June 2010 - August 2010
Relay for Life 2008 - 2010
Skills
Social Media, Data Analysis, Microsoft Excel, Business Planning, Financial Analysis, Spanish, PowerPoint, Market Research, Bloomberg Terminal, Financial Modeling, SPSS, Microsoft Office, Strategic Planning, Business Strategy, Marketing Strategy, SAS, Financial Markets, Interpersonal..., Thomson One Analytics, Cash Flow Reporting, Portfolio Management, Manage Client...
Education
The George Washington University - School of Business 2008 — 2012
BBA, Marketing
The American University of Paris 2011 — 2011
Business Administration
Swampscott High School 2004 — 2008
GHD
Morgan Stanley May 2014 - Present
Morgan Stanley Wealth Management August 2012 - May 2014
Sigma Alpha Lambda National Leadership and Honors Organization August 2011 - May 2012
George Washington University September 2008 - May 2012
George Washington University August 2008 - May 2012
MTV Networks June 2011 - August 2011
The ONE Group June 2011 - August 2011
Euro RSCG Worldwide PR June 2010 - August 2010
Relay for Life 2008 - 2010
Skills
Social Media, Data Analysis, Microsoft Excel, Business Planning, Financial Analysis, Spanish, PowerPoint, Market Research, Bloomberg Terminal, Financial Modeling, SPSS, Microsoft Office, Strategic Planning, Business Strategy, Marketing Strategy, SAS, Financial Markets, Interpersonal..., Thomson One Analytics, Cash Flow Reporting, Portfolio Management, Manage Client...
Education
The George Washington University - School of Business 2008 — 2012
BBA, Marketing
The American University of Paris 2011 — 2011
Business Administration
Swampscott High School 2004 — 2008
GHD
Jay Rubottom's Morgan Stanley Wealth Management Experience February 2002 - March 2013
Job Partner at Cottonwood Capital Advisors
Industry Financial Services
Experience
Cottonwood Capital Advisors April 2013 - Present
Morgan Stanley Wealth Management February 2002 - March 2013
Skills
Personal Financial..., Portfolio Management, Wealth Management, Financial Advisory, Investments, Asset Allocation, Asset Management, Financial Planners, Insurance, Retirement Planning, Series 7, Investment Advisory, Mutual Funds, Investment Strategies, Alternative Investments, Finance, Venture Capital, Financial Planning
Education
Texas Christian University - M.J. Neeley School of Business 1999 — 2003
Bachelor's degree, Finance, General
Cottonwood Capital Advisors April 2013 - Present
Morgan Stanley Wealth Management February 2002 - March 2013
Skills
Personal Financial..., Portfolio Management, Wealth Management, Financial Advisory, Investments, Asset Allocation, Asset Management, Financial Planners, Insurance, Retirement Planning, Series 7, Investment Advisory, Mutual Funds, Investment Strategies, Alternative Investments, Finance, Venture Capital, Financial Planning
Education
Texas Christian University - M.J. Neeley School of Business 1999 — 2003
Bachelor's degree, Finance, General
Hitesh Tara Hitesh Tara's Morgan Stanley Wealth Management Experience March 2008 - August 2010
Job CREDIT SUISSE
Industry Accounting
Experience
Paychex September 2011 - February 2012
PREVIOUSLY CREDIT SUISSE September 2010 - August 2011
Morgan Stanley Wealth Management March 2008 - August 2010
Skills
Java, Clojure, Scala,..., JRuby, Cassandra, Axis,XFire,CXF,Spring,OJ..., SOA, Oracle, Solr, UML, Test Driven Development, Continuous Integration, Java Enterprise Edition, JavaScript, Unix, Scala, Ant, Lucene, Java, Design Patterns, Hibernate, Maven, Groovy, Clojure, REST, Python, Hadoop
Education
The Johns Hopkins University 2005 — 2007
Master of Business Administration (MBA), Management Sciences and Quantitative Methods
Portland State University 2002 — 2004
Master of Science (MS), Computer Science
NIT Surat 1991 — 1996
Bachelor of Engineering (BE), Electrical
Central school Faridabad 1989 — 1990
High school, Science
Paychex September 2011 - February 2012
PREVIOUSLY CREDIT SUISSE September 2010 - August 2011
Morgan Stanley Wealth Management March 2008 - August 2010
Skills
Java, Clojure, Scala,..., JRuby, Cassandra, Axis,XFire,CXF,Spring,OJ..., SOA, Oracle, Solr, UML, Test Driven Development, Continuous Integration, Java Enterprise Edition, JavaScript, Unix, Scala, Ant, Lucene, Java, Design Patterns, Hibernate, Maven, Groovy, Clojure, REST, Python, Hadoop
Education
The Johns Hopkins University 2005 — 2007
Master of Business Administration (MBA), Management Sciences and Quantitative Methods
Portland State University 2002 — 2004
Master of Science (MS), Computer Science
NIT Surat 1991 — 1996
Bachelor of Engineering (BE), Electrical
Central school Faridabad 1989 — 1990
High school, Science
Angela Foxx Angela Foxx's Morgan Stanley Wealth Management Experience 2012 - July 2013
Job Senior Consultant | Building Relationships and Implementing Innovative Solutions
Industry Financial Services
Experience
Guardian Life Insurance Company of America December 2013 - Present
Morgan Stanley Wealth Management 2012 - July 2013
AT&T 1996 - 2012
Skills
Series 7, Series 66
Education
The Ohio State University 1989 — 1995
Bachelor's degree
Guardian Life Insurance Company of America December 2013 - Present
Morgan Stanley Wealth Management 2012 - July 2013
AT&T 1996 - 2012
Skills
Series 7, Series 66
Education
The Ohio State University 1989 — 1995
Bachelor's degree
Nelly Berkovskaya's Morgan Stanley Wealth Management Experience March 2015 - Present
Job Financial Advisor at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2015 - Present
Education
University of Massachusetts Boston 2008 — 2011
Bachelor's degree, Economics, Magna Cum Laude
The London School of Economics and Political Science (LSE) 2010 — 2010
Money&Banking
University of Massachusetts, Amherst 2007 — 2008
Morgan Stanley Wealth Management March 2015 - Present
Education
University of Massachusetts Boston 2008 — 2011
Bachelor's degree, Economics, Magna Cum Laude
The London School of Economics and Political Science (LSE) 2010 — 2010
Money&Banking
University of Massachusetts, Amherst 2007 — 2008
Imade Ilentamhen Imade Ilentamhen's Morgan Stanley Wealth Management Experience March 2013 - June 2015
Job Registered Client Service Associate at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services 2015 - Present
Morgan Stanley Wealth Management March 2013 - June 2015
Luxottica Group June 2011 - July 2014
Belltower Books December 2009 - December 2011
Skills
Finance, Marketing, Advertising, Sales, Marketing Strategy, Financial Analysis, Customer Service, Retail, Direct Marketing, Microsoft Excel, PowerPoint, Leadership, Management, Market Research
Education
The George Washington University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Dana Hall High School 2005 — 2008
Edelman Financial Services 2015 - Present
Morgan Stanley Wealth Management March 2013 - June 2015
Luxottica Group June 2011 - July 2014
Belltower Books December 2009 - December 2011
Skills
Finance, Marketing, Advertising, Sales, Marketing Strategy, Financial Analysis, Customer Service, Retail, Direct Marketing, Microsoft Excel, PowerPoint, Leadership, Management, Market Research
Education
The George Washington University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Dana Hall High School 2005 — 2008
Jules Todd Axelrod Jules Todd Axelrod's Morgan Stanley Wealth Management Experience October 2004 - June 2010
Job Fianacial Advisor/Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2010 - Present
Morgan Stanley Wealth Management October 2004 - June 2010
A.G.Edwards January 1999 - January 2004
Skills
Public Speaking, Budgets, Investment Management, Retirement Planning, Fixed Income Strategies, Equity Management, Variable Annuities, Wealth Management..., Multi-generational..., Wealth Management, High Net Worth..., Series 7
Education
The Ohio State University 1988 — 1992
Bachelor's degree, Literature
Dulaney High School
Merrill Lynch June 2010 - Present
Morgan Stanley Wealth Management October 2004 - June 2010
A.G.Edwards January 1999 - January 2004
Skills
Public Speaking, Budgets, Investment Management, Retirement Planning, Fixed Income Strategies, Equity Management, Variable Annuities, Wealth Management..., Multi-generational..., Wealth Management, High Net Worth..., Series 7
Education
The Ohio State University 1988 — 1992
Bachelor's degree, Literature
Dulaney High School
Carmen Lai, CFA Carmen Lai, CFA's Morgan Stanley Wealth Management Experience May 2014 - Present
Job Executive Director, Alternative Investments Group, Morgan Stanley
Industry Banking
Experience
Morgan Stanley Wealth Management May 2014 - Present
Citi January 2007 - May 2014
Citi January 2003 - June 2007
Citi 2002 - 2003
Citibank 1999 - 2001
Shanghai Commercial Bank HK 1993 - 1997
Skills
Investment product..., Business reviews, Cross functional..., Private equity fund, Real estate funds, Investment product..., Product Structuring, Alternative Investments, High Net Worth..., Wealth Management, Investment product..., Global Investment, Investments, Asset Management, private placements, Feeders, Feeder Funds, Investment Management, Finance, Financial Risk
Education
New York University, Stern School of Business 1997 — 1999
Master of Business Administration (M.B.A.), Finance
The Chinese University of Hong Kong 1990 — 1993
Bachelor of Business Administration (BBA), International Business and Marketing
Morgan Stanley Wealth Management May 2014 - Present
Citi January 2007 - May 2014
Citi January 2003 - June 2007
Citi 2002 - 2003
Citibank 1999 - 2001
Shanghai Commercial Bank HK 1993 - 1997
Skills
Investment product..., Business reviews, Cross functional..., Private equity fund, Real estate funds, Investment product..., Product Structuring, Alternative Investments, High Net Worth..., Wealth Management, Investment product..., Global Investment, Investments, Asset Management, private placements, Feeders, Feeder Funds, Investment Management, Finance, Financial Risk
Education
New York University, Stern School of Business 1997 — 1999
Master of Business Administration (M.B.A.), Finance
The Chinese University of Hong Kong 1990 — 1993
Bachelor of Business Administration (BBA), International Business and Marketing
Peter Scilovati, CIMA®*'s Morgan Stanley Wealth Management Experience January 2012 - January 2014
Job Financial Advisor at Hoover Financial Advisors
Industry Financial Services
Experience
Hoover Financial Advisors February 2014 - Present
Morgan Stanley Wealth Management January 2012 - January 2014
Turner Investments, L.P. 2001 - 2011
Brandywine Global 1999 - 2001
Rittenhouse Financial (now part of Nuveen Investments, Inc) 1992 - 1997
Skills
Mutual Funds, Investment Management, Wealth Management, Pensions, Investments, Hedge Funds, Alternative Investments, Asset Managment, Asset Allocation, Fixed Income, Equities, Asset Management, Estate Planning, Retirement Planning
Education
Pennsylvania State University 1984 — 1988
Business/Managerial Economics
The American College 2015 — 2017
CFP Candidate
University of Pennsylvania - The Wharton School 2003 — 2004
Certified Investment Management Analyst Program
Hoover Financial Advisors February 2014 - Present
Morgan Stanley Wealth Management January 2012 - January 2014
Turner Investments, L.P. 2001 - 2011
Brandywine Global 1999 - 2001
Rittenhouse Financial (now part of Nuveen Investments, Inc) 1992 - 1997
Skills
Mutual Funds, Investment Management, Wealth Management, Pensions, Investments, Hedge Funds, Alternative Investments, Asset Managment, Asset Allocation, Fixed Income, Equities, Asset Management, Estate Planning, Retirement Planning
Education
Pennsylvania State University 1984 — 1988
Business/Managerial Economics
The American College 2015 — 2017
CFP Candidate
University of Pennsylvania - The Wharton School 2003 — 2004
Certified Investment Management Analyst Program
John McCalla's Morgan Stanley Wealth Management Experience April 2011 - May 2012
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management May 2012 - Present
Morgan Stanley Wealth Management April 2011 - May 2012
HTG Capital Partners, LLC January 2003 - March 2011
Skills
Portfolio Management, Series 7, Asset Allocation, Investments, Fixed Income, Series 63, Wealth Management, Equities, Municipal Bonds, High Net Worth..., Multi-generational..., Wealth Preservation..., Mutual Funds, Alternative Investments, Stock Trading, College Savings Plans, Estate Planning, Estate Tax Planning, 403 b, 401k Rollovers, 401k, Securities, Retirement Planning
Education
Texas Christian University - M.J. Neeley School of Business 1985 — 1989
Finance, Bachelor of Business Administration
RBC Wealth Management May 2012 - Present
Morgan Stanley Wealth Management April 2011 - May 2012
HTG Capital Partners, LLC January 2003 - March 2011
Skills
Portfolio Management, Series 7, Asset Allocation, Investments, Fixed Income, Series 63, Wealth Management, Equities, Municipal Bonds, High Net Worth..., Multi-generational..., Wealth Preservation..., Mutual Funds, Alternative Investments, Stock Trading, College Savings Plans, Estate Planning, Estate Tax Planning, 403 b, 401k Rollovers, 401k, Securities, Retirement Planning
Education
Texas Christian University - M.J. Neeley School of Business 1985 — 1989
Finance, Bachelor of Business Administration
Lori A. Kimbrough Lori A. Kimbrough's Morgan Stanley Wealth Management Experience June 2011 - December 2012
Job Business Owner
Industry Furniture
Experience
Franklin Furniture Company August 2013 - Present
Briggs Equipment April 2013 - August 2013
Morgan Stanley Wealth Management June 2011 - December 2012
Wells Fargo Advisors October 2010 - June 2011
Morgan Stanley Wealth Management August 2009 - October 2010
Investment Professionals, Inc. September 2007 - August 2009
Morgan Stanley Wealth Management March 2005 - September 2007
Wells Fargo July 1999 - September 2004
Skills
Strengthening Client..., Client-focused, Handle Confidential..., Work Without Supervision, Resourceful..., Committed to..., Interact with All..., Computer-literate...
Education
Southwest Texas State University
Franklin Furniture Company August 2013 - Present
Briggs Equipment April 2013 - August 2013
Morgan Stanley Wealth Management June 2011 - December 2012
Wells Fargo Advisors October 2010 - June 2011
Morgan Stanley Wealth Management August 2009 - October 2010
Investment Professionals, Inc. September 2007 - August 2009
Morgan Stanley Wealth Management March 2005 - September 2007
Wells Fargo July 1999 - September 2004
Skills
Strengthening Client..., Client-focused, Handle Confidential..., Work Without Supervision, Resourceful..., Committed to..., Interact with All..., Computer-literate...
Education
Southwest Texas State University
Alex Cho Alex Cho's Morgan Stanley Wealth Management Experience June 2011 - August 2011
Job Account Executive at Ogilvy & Mather Advertising
Industry Marketing and Advertising
Experience
Ogilvy & Mather Advertising December 2014 - Present
Ogilvy & Mather Advertising March 2014 - December 2014
Ogilvy & Mather November 2013 - January 2014
Ogilvy & Mather Advertising April 2013 - November 2013
Morgan Stanley Wealth Management June 2011 - August 2011
PubMatic June 2011 - August 2011
Consumer Bankers Association March 2011 - June 2011
Los Angeles Film Festival June 2010 - June 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Advertising, Social Media, Social Media Marketing, Facebook
Education
University of California, Riverside 2008 — 2012
Bachelor of Science (B.S.), Business Administration, Finance Concentration
London School of Economics and Political Science 2012 — 2012
The Chinese University of Hong Kong 2011 — 2011
University of California, Washington D.C. Center 2011 — 2011
Ogilvy & Mather Advertising December 2014 - Present
Ogilvy & Mather Advertising March 2014 - December 2014
Ogilvy & Mather November 2013 - January 2014
Ogilvy & Mather Advertising April 2013 - November 2013
Morgan Stanley Wealth Management June 2011 - August 2011
PubMatic June 2011 - August 2011
Consumer Bankers Association March 2011 - June 2011
Los Angeles Film Festival June 2010 - June 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Advertising, Social Media, Social Media Marketing, Facebook
Education
University of California, Riverside 2008 — 2012
Bachelor of Science (B.S.), Business Administration, Finance Concentration
London School of Economics and Political Science 2012 — 2012
The Chinese University of Hong Kong 2011 — 2011
University of California, Washington D.C. Center 2011 — 2011
Justin Kesheneff Justin Kesheneff's Morgan Stanley Wealth Management Experience January 2014 - January 2015
Job Global Data Analyst at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP June 2014 - Present
Morgan Stanley Wealth Management January 2014 - January 2015
Philadelphia Insurance Companies January 2014 - June 2014
Johnson & Johnson January 2013 - June 2013
Leonard Brodsky & Associates April 2012 - December 2012
Skills
Access, Microsoft Office, Portfolio Management, Leadership, Data Analysis, Financial Analysis, Bloomberg Terminal, Investments, Supply Chain Management, Accounting, Adobe Acrobat, Trend Analysis, Linear Regression, Logistic Regression, Capital Budgeting, SAS, SAP, SPSS, Management, Statistics, PowerPoint, SQL, Visual Basic, Visio, Morningstar Direct, Pivot Tables, Logistic Support, Working Capital..., Financial Accounting, Operations Management, Portfolio Optimization
Education
The College of New Jersey 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Financial Management Services, Cumulative GPA: 3.8, Magna Cum Laude
Bloomberg LP June 2014 - Present
Morgan Stanley Wealth Management January 2014 - January 2015
Philadelphia Insurance Companies January 2014 - June 2014
Johnson & Johnson January 2013 - June 2013
Leonard Brodsky & Associates April 2012 - December 2012
Skills
Access, Microsoft Office, Portfolio Management, Leadership, Data Analysis, Financial Analysis, Bloomberg Terminal, Investments, Supply Chain Management, Accounting, Adobe Acrobat, Trend Analysis, Linear Regression, Logistic Regression, Capital Budgeting, SAS, SAP, SPSS, Management, Statistics, PowerPoint, SQL, Visual Basic, Visio, Morningstar Direct, Pivot Tables, Logistic Support, Working Capital..., Financial Accounting, Operations Management, Portfolio Optimization
Education
The College of New Jersey 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Financial Management Services, Cumulative GPA: 3.8, Magna Cum Laude
René B. Roy, CFP®, ChFC®'s Morgan Stanley Wealth Management Experience January 1999 - August 2000
Job Senior Portfolio Manager, Vice President at Fulton Financial Advisors & Clermont Wealth Strategies
Industry Investment Management
Experience
Fulton Financial Advisors & Clermont Wealth Strategies October 2013 - Present
PNC Wealth Management June 2008 - October 2013
TIAA-CREF Wealth Management April 2007 - June 2008
Wachovia Securities is now Wells Fargo Advisors November 2002 - April 2007
Merrill Lynch Wealth Management August 2000 - November 2002
Morgan Stanley Wealth Management January 1999 - August 2000
Skills
Bilingual - French, Alternative Investments, Wealth Management, Investments, Investment Strategies, Mutual Funds, Asset Managment, Portfolio Management, Fixed Income, Securities, Valuation, Wealth Management..., Private Banking, Asset Allocation, Series 7, Investment Advisory, Series 63, Equities, Financial Services, Financial Analysis, ETFs
Education
Certified Financial Planner Board of Standards, Inc. 2006 — 2006
CERTIFIED FINANCIAL PLANNER™ Professional
The American College 2006 — 2006
Chartered Financial Consultant
Duquesne University 2004 — 2005
Excecutive Certificate, Financial Planning
University of Vermont 1986 — 1989
Bachelor of Science (B.S.), Economics
Fulton Financial Advisors & Clermont Wealth Strategies October 2013 - Present
PNC Wealth Management June 2008 - October 2013
TIAA-CREF Wealth Management April 2007 - June 2008
Wachovia Securities is now Wells Fargo Advisors November 2002 - April 2007
Merrill Lynch Wealth Management August 2000 - November 2002
Morgan Stanley Wealth Management January 1999 - August 2000
Skills
Bilingual - French, Alternative Investments, Wealth Management, Investments, Investment Strategies, Mutual Funds, Asset Managment, Portfolio Management, Fixed Income, Securities, Valuation, Wealth Management..., Private Banking, Asset Allocation, Series 7, Investment Advisory, Series 63, Equities, Financial Services, Financial Analysis, ETFs
Education
Certified Financial Planner Board of Standards, Inc. 2006 — 2006
CERTIFIED FINANCIAL PLANNER™ Professional
The American College 2006 — 2006
Chartered Financial Consultant
Duquesne University 2004 — 2005
Excecutive Certificate, Financial Planning
University of Vermont 1986 — 1989
Bachelor of Science (B.S.), Economics
Rochelle Davis Rochelle Davis's Morgan Stanley Wealth Management Experience December 2008 - September 2013
Job Personal Trainer and Nutrition Specialist
Industry Health, Wellness and Fitness
Experience
Personal Training 2014 - Present
Seaside Financial & Insurance Services April 2014 - September 2014
Retirement Benefits Group November 2013 - January 2014
Morgan Stanley Wealth Management December 2008 - September 2013
Skills
Financial, Asset Management, Finance, Investments, Wealth Management, Series 7, Financial Services, Retirement Planning, Financial Planning, Securities, Mutual Funds, Asset Allocation, Equities, Portfolio Management, Financial Analysis, FINRA, Banking, Investment Advisory, Wealth, Financial Advisory, Investment Strategies, Customer Service, Series 63, Retirement, Alternative Investments, IRAs, Insurance, 401k
Education
The Ohio State University
Personal Training 2014 - Present
Seaside Financial & Insurance Services April 2014 - September 2014
Retirement Benefits Group November 2013 - January 2014
Morgan Stanley Wealth Management December 2008 - September 2013
Skills
Financial, Asset Management, Finance, Investments, Wealth Management, Series 7, Financial Services, Retirement Planning, Financial Planning, Securities, Mutual Funds, Asset Allocation, Equities, Portfolio Management, Financial Analysis, FINRA, Banking, Investment Advisory, Wealth, Financial Advisory, Investment Strategies, Customer Service, Series 63, Retirement, Alternative Investments, IRAs, Insurance, 401k
Education
The Ohio State University
Douglas Tanner Montgomery Douglas Tanner Montgomery's Morgan Stanley Wealth Management Experience May 2013 - Present
Job Private Banker at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2013 - Present
Merrill Lynch January 2008 - May 2013
Wachovia December 2005 - January 2008
Preventive Medicine and Rehabilitation Centers March 2003 - December 2005
United States Air Force September 1998 - March 2005
Skills
Wealth Management
Education
Texas State University-San Marcos 1999 — 2001
Bachelor of Business Administration (BBA), Marketing and Management, Summa Cum Laude
Morgan Stanley Wealth Management May 2013 - Present
Merrill Lynch January 2008 - May 2013
Wachovia December 2005 - January 2008
Preventive Medicine and Rehabilitation Centers March 2003 - December 2005
United States Air Force September 1998 - March 2005
Skills
Wealth Management
Education
Texas State University-San Marcos 1999 — 2001
Bachelor of Business Administration (BBA), Marketing and Management, Summa Cum Laude
Larry Garland Larry Garland's Morgan Stanley Wealth Management Experience January 2011 - Present
Job Vice President at Morgan Stanley
Industry Writing and Editing
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley Wealth Management January 2011 - Present
Morgan Stanley Smith Barney January 2009 - February 2011
Citigroup September 2007 - June 2009
Gargiulo + Partners April 2005 - September 2007
Larry R. Garland September 2003 - April 2005
New York Life Insurance Company April 1983 - April 2004
Skills
Writing, Marketing Communications, Public Speaking, Corporate Communications, Editing, Insurance, Investments, Copywriting, PowerPoint, Word, Marketing Strategy, Content Strategy, Content Development, Speech Writing, Newsletters, Editorial, Publishing, Strategic Communications, Press Releases, Creative Writing, Copy Editing, Web Content, Social Networking, Content Management, Proofreading, Internal Communications, Social Media Marketing, Journalism, Media Relations, Technical Writing, Public Relations
Education
The American College 2001 — 2003
CLU, Insurance and Investments
University of North Alabama 1973 — 1976
Bachelor of Arts, English, Business
Private Liberal Arts
Associate of Arts, General
Morgan Stanley January 2014 - Present
Morgan Stanley Wealth Management January 2011 - Present
Morgan Stanley Smith Barney January 2009 - February 2011
Citigroup September 2007 - June 2009
Gargiulo + Partners April 2005 - September 2007
Larry R. Garland September 2003 - April 2005
New York Life Insurance Company April 1983 - April 2004
Skills
Writing, Marketing Communications, Public Speaking, Corporate Communications, Editing, Insurance, Investments, Copywriting, PowerPoint, Word, Marketing Strategy, Content Strategy, Content Development, Speech Writing, Newsletters, Editorial, Publishing, Strategic Communications, Press Releases, Creative Writing, Copy Editing, Web Content, Social Networking, Content Management, Proofreading, Internal Communications, Social Media Marketing, Journalism, Media Relations, Technical Writing, Public Relations
Education
The American College 2001 — 2003
CLU, Insurance and Investments
University of North Alabama 1973 — 1976
Bachelor of Arts, English, Business
Private Liberal Arts
Associate of Arts, General
Nimish Puri Nimish Puri's Morgan Stanley Wealth Management Experience 2009 - 2013
Job Senior Business Consultant at Perficient
Industry Financial Services
Experience
Perficient 2014 - Present
West Monroe Partners 2013 - 2014
Morgan Stanley Wealth Management 2009 - 2013
Weil, Gotshal & Manges LLP 2005 - 2009
Merrill Lynch 2002 - 2005
PwC 1999 - 2002
Coopers & Lybrand Consulting 1995 - 1999
McClendon System Automation 1990 - 1994
Skills
Manage enterprise-level..., Plan, budget, and..., Partner with and manage..., Lead global,..., MS Project, Office,..., Cross-functional Team..., Requirements Analysis, Integration, Project Portfolio..., PMP, Financial Services, Management, ITIL, Project Planning, Strategy, Leadership, Management Consulting, Governance, Outsourcing, Business Process...
Education
The George Washington University 1992 — 1995
MBA, Finance
University of Maryland College Park 1986 — 1990
B.Sc., Computer Science
Perficient 2014 - Present
West Monroe Partners 2013 - 2014
Morgan Stanley Wealth Management 2009 - 2013
Weil, Gotshal & Manges LLP 2005 - 2009
Merrill Lynch 2002 - 2005
PwC 1999 - 2002
Coopers & Lybrand Consulting 1995 - 1999
McClendon System Automation 1990 - 1994
Skills
Manage enterprise-level..., Plan, budget, and..., Partner with and manage..., Lead global,..., MS Project, Office,..., Cross-functional Team..., Requirements Analysis, Integration, Project Portfolio..., PMP, Financial Services, Management, ITIL, Project Planning, Strategy, Leadership, Management Consulting, Governance, Outsourcing, Business Process...
Education
The George Washington University 1992 — 1995
MBA, Finance
University of Maryland College Park 1986 — 1990
B.Sc., Computer Science
Danika Hammett Danika Hammett's Morgan Stanley Wealth Management Experience November 2013 - October 2014
Job Workforce Management Analyst with Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management October 2014 - Present
Morgan Stanley Wealth Management November 2013 - October 2014
Community Choice Financial, Inc. August 2011 - November 2013
Columbus Public Schools September 2010 - June 2011
Outdoor Adventure Center (Ohio State University Rec Sports) November 2008 - January 2011
Skills
Microsoft Excel, Microsoft Word, Customer Service, Process Improvement, Strategic Planning, Microsoft Office, Team Building, Coaching, Management, Project Management, Change Management, 403 b, Spanish, PowerPoint, Event Management, Project Planning, Risk Management
Education
The Ohio State University 2010 — 2011
Master of Education (M.Ed.), Spanish Language Teacher Education
The Ohio State University 2006 — 2010
Bachelor of Arts (B.A.), Spanish and Iberian Studies
Morgan Stanley Private Wealth Management October 2014 - Present
Morgan Stanley Wealth Management November 2013 - October 2014
Community Choice Financial, Inc. August 2011 - November 2013
Columbus Public Schools September 2010 - June 2011
Outdoor Adventure Center (Ohio State University Rec Sports) November 2008 - January 2011
Skills
Microsoft Excel, Microsoft Word, Customer Service, Process Improvement, Strategic Planning, Microsoft Office, Team Building, Coaching, Management, Project Management, Change Management, 403 b, Spanish, PowerPoint, Event Management, Project Planning, Risk Management
Education
The Ohio State University 2010 — 2011
Master of Education (M.Ed.), Spanish Language Teacher Education
The Ohio State University 2006 — 2010
Bachelor of Arts (B.A.), Spanish and Iberian Studies
Emily Foong Emily Foong's Morgan Stanley Wealth Management Experience May 2012 - August 2012
Job Real Estate Banking Analyst at Morgan Stanley
Industry Banking
Experience
Morgan Stanley June 2014 - August 2014
Royal Bank of Scotland June 2013 - August 2013
Morgan Stanley Wealth Management May 2012 - August 2012
University of Pennsylvania July 2011 - August 2011
Venmo May 2011 - July 2011
Vibem Prints June 2008 - April 2011
Jewel Food Stores June 2009 - September 2009
Education
University of Pennsylvania - The Wharton School 2010 — 2014
BS, Economics
University of Pennsylvania 2010 — 2014
BSE, Digital Media Design
The Hong Kong University of Science and Technology 2012 — 2013
Study Abroad
William Fremd High School 2006 — 2010
Morgan Stanley June 2014 - August 2014
Royal Bank of Scotland June 2013 - August 2013
Morgan Stanley Wealth Management May 2012 - August 2012
University of Pennsylvania July 2011 - August 2011
Venmo May 2011 - July 2011
Vibem Prints June 2008 - April 2011
Jewel Food Stores June 2009 - September 2009
Education
University of Pennsylvania - The Wharton School 2010 — 2014
BS, Economics
University of Pennsylvania 2010 — 2014
BSE, Digital Media Design
The Hong Kong University of Science and Technology 2012 — 2013
Study Abroad
William Fremd High School 2006 — 2010
Jared Maher Jared Maher's Morgan Stanley Wealth Management Experience February 2013 - August 2013
Job Summer Associate at Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates
Industry Law Practice
Experience
Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates May 2015 - Present
U.S. District Court for the Northern District of Ohio May 2014 - August 2014
Morgan Stanley Wealth Management February 2013 - August 2013
UWeekly August 2011 - February 2013
Red Bull Distribution Company June 2011 - September 2011
Gamestop, Inc November 2007 - December 2008
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Financial Modeling, Microsoft Word, Financial Analysis, Economics, Leadership, Facebook, Finance, Financial Risk, Customer Service, Financial Accounting, Statistics, Statistical Software, Writing Skills, Journalism, Foreign Languages, Critical Thinking, Teamwork, Social Media, Problem Solving, Legal Writing, Legal Research, Legal Issues, Legal Advice, Access, Research, Marketing, Writing
Education
University of Michigan Law School 2013 — 2016
Juris Doctor, Law, 2L
The Ohio State University - The Max M. Fisher College of Business 2008 — 2012
Bachelor of Science (B.S.), Finance
Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates May 2015 - Present
U.S. District Court for the Northern District of Ohio May 2014 - August 2014
Morgan Stanley Wealth Management February 2013 - August 2013
UWeekly August 2011 - February 2013
Red Bull Distribution Company June 2011 - September 2011
Gamestop, Inc November 2007 - December 2008
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Financial Modeling, Microsoft Word, Financial Analysis, Economics, Leadership, Facebook, Finance, Financial Risk, Customer Service, Financial Accounting, Statistics, Statistical Software, Writing Skills, Journalism, Foreign Languages, Critical Thinking, Teamwork, Social Media, Problem Solving, Legal Writing, Legal Research, Legal Issues, Legal Advice, Access, Research, Marketing, Writing
Education
University of Michigan Law School 2013 — 2016
Juris Doctor, Law, 2L
The Ohio State University - The Max M. Fisher College of Business 2008 — 2012
Bachelor of Science (B.S.), Finance
Allen Goode Allen Goode's Morgan Stanley Wealth Management Experience January 2002 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2002 - Present
ZEFER Corp. 1999 - 2001
Arthur Andersen Business Consulting 1998 - 1999
Education
Texas A&M University - Mays Business School 1996 — 1998
MBA, Finance
Texas A&M University 1987 — 1992
Bachelor of Science, Animal Science & Genetics
Morgan Stanley Wealth Management January 2002 - Present
ZEFER Corp. 1999 - 2001
Arthur Andersen Business Consulting 1998 - 1999
Education
Texas A&M University - Mays Business School 1996 — 1998
MBA, Finance
Texas A&M University 1987 — 1992
Bachelor of Science, Animal Science & Genetics
Jason Pokorny, CRPC® Jason Pokorny, CRPC®'s Morgan Stanley Wealth Management Experience January 2009 - May 2013
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2013 - Present
Morgan Stanley Wealth Management January 2009 - May 2013
Merrill Lynch February 2004 - January 2009
Charles Schwab - Schwab Capital Markets 1996 - 2003
Skills
Mutual Funds, Asset Allocation, Financial Advisory, Retirement, Investments, Retirement Planning, Pensions, Estate Planning, Wealth Preservation..., Retirement Income..., 401k Rollovers, Alternative Investments, Life Insurance, Succession Planning, Securities, Equities, Finance, Capital Markets, ETFs, Wealth, Equity Trading, Financial Services, Financial Planning, Retirement and Income..., Business Retirement..., Business Succession..., Fixed Annuities, 401k, Wealth Management..., Bonds, Wealth Management
Education
The Ohio State University 1990 — 1994
BA, communication, finance
The Ohio State University 1990 — 1994
Wells Fargo Advisors May 2013 - Present
Morgan Stanley Wealth Management January 2009 - May 2013
Merrill Lynch February 2004 - January 2009
Charles Schwab - Schwab Capital Markets 1996 - 2003
Skills
Mutual Funds, Asset Allocation, Financial Advisory, Retirement, Investments, Retirement Planning, Pensions, Estate Planning, Wealth Preservation..., Retirement Income..., 401k Rollovers, Alternative Investments, Life Insurance, Succession Planning, Securities, Equities, Finance, Capital Markets, ETFs, Wealth, Equity Trading, Financial Services, Financial Planning, Retirement and Income..., Business Retirement..., Business Succession..., Fixed Annuities, 401k, Wealth Management..., Bonds, Wealth Management
Education
The Ohio State University 1990 — 1994
BA, communication, finance
The Ohio State University 1990 — 1994
Jason Dick Jason Dick's Morgan Stanley Wealth Management Experience February 2014 - June 2015
Job Licensed National NSS Direct Sales Agent at Nationwide Insurance
Industry Information Technology and Services
Experience
Nationwide Insurance June 2015 - Present
Morgan Stanley Wealth Management February 2014 - June 2015
Morgan Stanley Wealth Management July 2012 - February 2014
Morgan Stanley Smith Barney March 2012 - July 2012
Morgan Stanley Smith Barney December 2011 - March 2012
Redemtech February 2009 - October 2011
Redemtech September 2008 - February 2009
Quest Software October 2007 - June 2008
Quest Software March 2006 - October 2007
Skills
Business Development, Sarbanes-Oxley Act, CRM, Sales Management, Solution Selling, Change Management, Vendor Management, Strategic Planning, Microsoft Exchange, HIPAA, Sales Process, Management, GLBA, Project Management, Enterprise Software, Sales, Selling, Lead Generation, Customer Service, Banking, Leadership, Training, Business Analysis, Risk Management, Customer Satisfaction, Cold Calling, Networking, Call Centers, Salesforce.com
Education
The Ohio State University
BA, Military History
Nationwide Insurance June 2015 - Present
Morgan Stanley Wealth Management February 2014 - June 2015
Morgan Stanley Wealth Management July 2012 - February 2014
Morgan Stanley Smith Barney March 2012 - July 2012
Morgan Stanley Smith Barney December 2011 - March 2012
Redemtech February 2009 - October 2011
Redemtech September 2008 - February 2009
Quest Software October 2007 - June 2008
Quest Software March 2006 - October 2007
Skills
Business Development, Sarbanes-Oxley Act, CRM, Sales Management, Solution Selling, Change Management, Vendor Management, Strategic Planning, Microsoft Exchange, HIPAA, Sales Process, Management, GLBA, Project Management, Enterprise Software, Sales, Selling, Lead Generation, Customer Service, Banking, Leadership, Training, Business Analysis, Risk Management, Customer Satisfaction, Cold Calling, Networking, Call Centers, Salesforce.com
Education
The Ohio State University
BA, Military History
Christi Pace Christi Pace's Morgan Stanley Wealth Management Experience March 2002 - Present
Job christina.a.pace@morganstanley.com
Industry Financial Services
Experience
Morgan Stanley Wealth Managment March 2002 - Present
Morgan Stanley Private Wealth Management March 2002 - Present
Morgan Stanley Wealth Management March 2002 - Present
Skills
Series 7, Alternative Investments, Asset Management, Bloomberg, Asset Allocation, Equities, FINRA, Financial Advisory, Financial Analysis, Fixed Income, Hedge Funds, Investment Advisory, Investment Strategies, Investments, Management Consulting, Mutual Funds, Retirement, Retirement Planning, Securities, Strategic Planning, Uniform Combined State..., Wealth Management, Microsoft Excel, Portfolio Management, Series 63
Education
Southwest Texas State University 1975 — 1979
BBA, Business
Morgan Stanley Wealth Managment March 2002 - Present
Morgan Stanley Private Wealth Management March 2002 - Present
Morgan Stanley Wealth Management March 2002 - Present
Skills
Series 7, Alternative Investments, Asset Management, Bloomberg, Asset Allocation, Equities, FINRA, Financial Advisory, Financial Analysis, Fixed Income, Hedge Funds, Investment Advisory, Investment Strategies, Investments, Management Consulting, Mutual Funds, Retirement, Retirement Planning, Securities, Strategic Planning, Uniform Combined State..., Wealth Management, Microsoft Excel, Portfolio Management, Series 63
Education
Southwest Texas State University 1975 — 1979
BBA, Business
Sara Lally Sara Lally's Morgan Stanley Wealth Management Experience June 2014 - Present
Job Student at The Catholic University of America
Industry Accounting
Experience
Morgan Stanley Wealth Management June 2014 - Present
Center Food Market June 2011 - July 2014
Higher Achievement September 2012 - May 2013
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Tutoring, Teamwork, Customer Service, Social Networking, Spanish, Research, Project Planning, English
Education
The Catholic University of America 2012 — 2016
Bachelor of Science (B.S.), Accounting, Sophomore
Morgan Stanley Wealth Management June 2014 - Present
Center Food Market June 2011 - July 2014
Higher Achievement September 2012 - May 2013
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Tutoring, Teamwork, Customer Service, Social Networking, Spanish, Research, Project Planning, English
Education
The Catholic University of America 2012 — 2016
Bachelor of Science (B.S.), Accounting, Sophomore
Ashley Croy's Morgan Stanley Wealth Management Experience February 2011 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2011 - Present
Sephora September 2008 - February 2011
Limited Brands C.O. Bigelow March 2005 - September 2008
Skills
Visual Merchandising, Store Management, Retail, Sales, Retail Sales, Merchandising, Loss Prevention, Inventory Management, Customer Service, Management, Forecasting, Training, Recruiting, Payroll
Education
The Ohio State University 2002 — 2005
Bachelor of Arts (BA), English Literature
Morgan Stanley Wealth Management February 2011 - Present
Sephora September 2008 - February 2011
Limited Brands C.O. Bigelow March 2005 - September 2008
Skills
Visual Merchandising, Store Management, Retail, Sales, Retail Sales, Merchandising, Loss Prevention, Inventory Management, Customer Service, Management, Forecasting, Training, Recruiting, Payroll
Education
The Ohio State University 2002 — 2005
Bachelor of Arts (BA), English Literature
Dylan Bower Dylan Bower's Morgan Stanley Wealth Management Experience May 2010 - August 2010
Job Emerging Markets Sales Manager at Oracle
Industry Computer Software
Experience
Oracle March 2015 - Present
Oracle September 2013 - March 2015
Morgan Stanley Wealth Management May 2010 - August 2010
Lubbock State School January 2010 - May 2010
Amazon Outreach June 2008 - June 2008
Skills
Marketing, Business Intelligence, Oracle, Business Development, Databases, Leadership, Social Networking, Marketing Strategy, Market Research, Big Data, Prospect Research, Oracle Enterprise..., Data Integration, Business Analysis, Customer Service, Disaster Recovery, Database Solutions, Database Backup Logging..., Application Lifecycle..., SaaS, Engineering, Application Management, Consulting, Engineered Systems, Database Consolidation, DBaaS, CRM, Enterprise Software, Cloud Computing, Sales
Education
Texas Tech University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing, Senior
Lake Highlands High School 2007 — 2009
Oracle March 2015 - Present
Oracle September 2013 - March 2015
Morgan Stanley Wealth Management May 2010 - August 2010
Lubbock State School January 2010 - May 2010
Amazon Outreach June 2008 - June 2008
Skills
Marketing, Business Intelligence, Oracle, Business Development, Databases, Leadership, Social Networking, Marketing Strategy, Market Research, Big Data, Prospect Research, Oracle Enterprise..., Data Integration, Business Analysis, Customer Service, Disaster Recovery, Database Solutions, Database Backup Logging..., Application Lifecycle..., SaaS, Engineering, Application Management, Consulting, Engineered Systems, Database Consolidation, DBaaS, CRM, Enterprise Software, Cloud Computing, Sales
Education
Texas Tech University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing, Senior
Lake Highlands High School 2007 — 2009
Kelly Westbrook Kelly Westbrook's Morgan Stanley Wealth Management Experience 2013 - Present
Job Financial Advisor at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2013 - Present
Skills
Economics, Series 7, Wealth Management, Retirement Planning, IRAs, Asset Based Lending, Mortgage Lending, Asset Backed Financing, series 66, Customer Service, Leadership, PowerPoint, Finance, Financial Analysis, Uniform Combined State..., Microsoft Excel, Credit, Marketing, Investments, Financial Modeling, Management, Microsoft Office
Education
McNeil High School
Texas Tech University
Economics
Morgan Stanley Wealth Management 2013 - Present
Skills
Economics, Series 7, Wealth Management, Retirement Planning, IRAs, Asset Based Lending, Mortgage Lending, Asset Backed Financing, series 66, Customer Service, Leadership, PowerPoint, Finance, Financial Analysis, Uniform Combined State..., Microsoft Excel, Credit, Marketing, Investments, Financial Modeling, Management, Microsoft Office
Education
McNeil High School
Texas Tech University
Economics
DeeDee (McGuire) Hamric's Morgan Stanley Wealth Management Experience July 2012 - Present
Job Visual Operations Coordinator at Limited Brands
Industry Marketing and Advertising
Experience
Limited Brands April 2013 - Present
Morgan Stanley Wealth Management July 2012 - Present
R.G. Barry Corporation November 2011 - April 2012
RG Barry Corporation February 2011 - December 2011
Ohio State Department of Chemistry December 2009 - February 2011
Matrix Media Services June 2010 - August 2010
SoHud Music Collective January 2009 - September 2009
Buckle Inc August 2004 - April 2007
Skills
Budgeting, Event Planning, Social Networking, Microsoft Office, Merchandising, Marketing Strategy, Product Marketing, Budgets, PowerPoint, Microsoft Excel, Management, Sales, Marketing, Blogging
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Marketing
Limited Brands April 2013 - Present
Morgan Stanley Wealth Management July 2012 - Present
R.G. Barry Corporation November 2011 - April 2012
RG Barry Corporation February 2011 - December 2011
Ohio State Department of Chemistry December 2009 - February 2011
Matrix Media Services June 2010 - August 2010
SoHud Music Collective January 2009 - September 2009
Buckle Inc August 2004 - April 2007
Skills
Budgeting, Event Planning, Social Networking, Microsoft Office, Merchandising, Marketing Strategy, Product Marketing, Budgets, PowerPoint, Microsoft Excel, Management, Sales, Marketing, Blogging
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Marketing
Josef Behrens Josef Behrens's Morgan Stanley Wealth Management Experience August 2012 - Present
Job Financial Advisor Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2012 - Present
Keller Williams Realty - Santa Barbara 2011 - October 2012
Keller Williams Realty, Santa Barbara January 2011 - 2012
National Telecommunications Commission, Thailand June 2010 - August 2010
St. Lawrence Martyr School July 2008 - August 2010
Northwestern Mutual, Santa Barbara May 2009 - December 2009
Farmer Bros. Co. July 2008 - August 2008
Education
University of California, Santa Barbara 2007 — 2011
Mahawithayalai Thammasat 2010 — 2010
study abroad
Loyola High School 2003 — 2007
Morgan Stanley Wealth Management August 2012 - Present
Keller Williams Realty - Santa Barbara 2011 - October 2012
Keller Williams Realty, Santa Barbara January 2011 - 2012
National Telecommunications Commission, Thailand June 2010 - August 2010
St. Lawrence Martyr School July 2008 - August 2010
Northwestern Mutual, Santa Barbara May 2009 - December 2009
Farmer Bros. Co. July 2008 - August 2008
Education
University of California, Santa Barbara 2007 — 2011
Mahawithayalai Thammasat 2010 — 2010
study abroad
Loyola High School 2003 — 2007
Rita Chehoeva-Head Rita Chehoeva-Head's Morgan Stanley Wealth Management Experience October 2012 - Present
Job Consulting Group Registered Associate/ Financial Planning Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2012 - Present
Rita Chehoeva Sole Proprietor/music September 1995 - Present
FINRA - Financial Industry Regulatory Authority; F/K/A NASD November 2008 - October 2012
Bank of America Investments January 2001 - May 2008
Bank of America, Premier Banking & Investments, GWIM - Global Wealth Management Division October 1999 - May 2008
Bank of America October 1997 - October 1999
Skills
Series 7
Education
The Johns Hopkins University - Carey Business School 2001 — 2003
Master's degree, Business/IT
Morgan Stanley Wealth Management October 2012 - Present
Rita Chehoeva Sole Proprietor/music September 1995 - Present
FINRA - Financial Industry Regulatory Authority; F/K/A NASD November 2008 - October 2012
Bank of America Investments January 2001 - May 2008
Bank of America, Premier Banking & Investments, GWIM - Global Wealth Management Division October 1999 - May 2008
Bank of America October 1997 - October 1999
Skills
Series 7
Education
The Johns Hopkins University - Carey Business School 2001 — 2003
Master's degree, Business/IT
Doug Bruton Doug Bruton's Morgan Stanley Wealth Management Experience April 2002 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2002 - Present
Education
The University of Texas at Dallas 1992 — 1994
E.MBA
Texas Tech University - Rawls College of Business 1970 — 1975
BBA
Texas Military Institute 1966 — 1970
High School
Morgan Stanley Wealth Management April 2002 - Present
Education
The University of Texas at Dallas 1992 — 1994
E.MBA
Texas Tech University - Rawls College of Business 1970 — 1975
BBA
Texas Military Institute 1966 — 1970
High School
Trevor Baier Trevor Baier's Morgan Stanley Wealth Management Experience May 2012 - August 2012
Job Associate at Argus Information and Advisory Services
Industry Financial Services
Experience
Argus Information and Advisory Services May 2015 - Present
Argus Information and Advisory Services June 2014 - May 2015
Merrill Lynch September 2013 - June 2014
PJC Holdings May 2013 - August 2013
Oppenheimer & Co. August 2012 - May 2013
Morgan Stanley Wealth Management May 2012 - August 2012
Metro Cuisine Catering May 2008 - May 2012
Skills
Management, Marketing, Economics, Microsoft Excel, Research, Financial Modeling, Technical Analysis, Team Leadership, Financial Analysis, Entrepreneurship, Fundamental Analysis, PowerPoint, Microsoft Word, Social Media, Public Speaking, Accounting, Group Leadership, Organization, Decision Sciences, Data Analysis, Microsoft SQL Server, Strategic Consulting, Big Data
Education
The King's College 2011 — 2014
Bachelor of Science (B.S.), Business Administration - Finance
The Ohio State University 2009 — 2011
Accounting and Finance
Argus Information and Advisory Services May 2015 - Present
Argus Information and Advisory Services June 2014 - May 2015
Merrill Lynch September 2013 - June 2014
PJC Holdings May 2013 - August 2013
Oppenheimer & Co. August 2012 - May 2013
Morgan Stanley Wealth Management May 2012 - August 2012
Metro Cuisine Catering May 2008 - May 2012
Skills
Management, Marketing, Economics, Microsoft Excel, Research, Financial Modeling, Technical Analysis, Team Leadership, Financial Analysis, Entrepreneurship, Fundamental Analysis, PowerPoint, Microsoft Word, Social Media, Public Speaking, Accounting, Group Leadership, Organization, Decision Sciences, Data Analysis, Microsoft SQL Server, Strategic Consulting, Big Data
Education
The King's College 2011 — 2014
Bachelor of Science (B.S.), Business Administration - Finance
The Ohio State University 2009 — 2011
Accounting and Finance
Ace Goldstein's Morgan Stanley Wealth Management Experience June 2014 - August 2014
Job Global Finance Intern at IPG Mediabrands
Industry
Experience
IPG Mediabrands June 2015 - August 2015
Morgan Stanley Wealth Management June 2014 - August 2014
Skills
PowerPoint, Financial Modeling, Bloomberg, Finance, Equities, Customer Service, Microsoft Word, Microsoft Excel, Public Speaking
Education
The College of William and Mary - The Mason School of Business 2014 — 2016
Bachelor of Business Administration (BBA), Finance
The College of William and Mary 2012 — 2016
Pursuing Bachelor of Business Administration (B.B.A.), Finance
Universitat Autònoma de Barcelona
International Business
Blair Academy 2008 — 2012
IPG Mediabrands June 2015 - August 2015
Morgan Stanley Wealth Management June 2014 - August 2014
Skills
PowerPoint, Financial Modeling, Bloomberg, Finance, Equities, Customer Service, Microsoft Word, Microsoft Excel, Public Speaking
Education
The College of William and Mary - The Mason School of Business 2014 — 2016
Bachelor of Business Administration (BBA), Finance
The College of William and Mary 2012 — 2016
Pursuing Bachelor of Business Administration (B.B.A.), Finance
Universitat Autònoma de Barcelona
International Business
Blair Academy 2008 — 2012
Malcolm Thompson Malcolm Thompson's Morgan Stanley Wealth Management Experience May 2014 - August 2014
Job Student at The George Washington University
Industry Primary/Secondary Education
Experience
Center for a Free Cuba October 2013 - December 2014
Morgan Stanley Wealth Management May 2014 - August 2014
Bolton - St. Johns May 2013 - August 2013
J.P. Morgan June 2012 - August 2012
Education
The George Washington University 2012 — 2016
B.A., Political Science, Economics, 3.34
Center for a Free Cuba October 2013 - December 2014
Morgan Stanley Wealth Management May 2014 - August 2014
Bolton - St. Johns May 2013 - August 2013
J.P. Morgan June 2012 - August 2012
Education
The George Washington University 2012 — 2016
B.A., Political Science, Economics, 3.34
Rachel Bush Rachel Bush's Morgan Stanley Wealth Management Experience January 2014 - Present
Job Quality Professional at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Wealth Management July 2013 - January 2014
Morgan Stanley Wealth Management July 2012 - July 2013
Skills
Process Improvement, Quality Assurance, Coaching, Deferred Compensation, Financial Analysis, Management, Policy, Training, Executive Management, Change Management, Leadership, Business Process...
Education
The Ohio State University 2008 — 2010
Bachelor's degree, Business Administration and Management, General
The University of Akron 2006 — 2010
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Wealth Management July 2013 - January 2014
Morgan Stanley Wealth Management July 2012 - July 2013
Skills
Process Improvement, Quality Assurance, Coaching, Deferred Compensation, Financial Analysis, Management, Policy, Training, Executive Management, Change Management, Leadership, Business Process...
Education
The Ohio State University 2008 — 2010
Bachelor's degree, Business Administration and Management, General
The University of Akron 2006 — 2010
Kyle Norton Kyle Norton's Morgan Stanley Wealth Management Experience April 2012 - April 2013
Job Accountant at MedStar Health
Industry Accounting
Experience
MedStar Health August 2015 - Present
Fisher College of Business November 2013 - July 2015
Fisher College of Business April 2013 - November 2013
Morgan Stanley Wealth Management April 2012 - April 2013
Morgan Stanley Smith Barney January 2012 - April 2012
Morgan Stanley Smith Barney June 2011 - January 2012
The British House October 2009 - April 2010
The Study Skills Center at BGSU August 2008 - April 2009
Banana Republic August 2007 - September 2008
Education
The Ohio State University Fisher College of Business 2010 — 2011
Master’s Degree, Accounting
Bowling Green State University 2006 — 2010
Bachelor’s Degree, Accounting, Spanish minor
MedStar Health August 2015 - Present
Fisher College of Business November 2013 - July 2015
Fisher College of Business April 2013 - November 2013
Morgan Stanley Wealth Management April 2012 - April 2013
Morgan Stanley Smith Barney January 2012 - April 2012
Morgan Stanley Smith Barney June 2011 - January 2012
The British House October 2009 - April 2010
The Study Skills Center at BGSU August 2008 - April 2009
Banana Republic August 2007 - September 2008
Education
The Ohio State University Fisher College of Business 2010 — 2011
Master’s Degree, Accounting
Bowling Green State University 2006 — 2010
Bachelor’s Degree, Accounting, Spanish minor
Allan Derek Hinkle-Moore Allan Derek Hinkle-Moore's Morgan Stanley Wealth Management Experience April 2012 - Present
Job Service Professional at Morgan Stanley Wealth Management
Industry Consumer Services
Experience
Morgan Stanley Wealth Management April 2012 - Present
WBNS 10TV November 2011 - February 2012
Thompson Library March 2011 - September 2011
The Limited Brands August 2010 - September 2011
The Ohio State University 2007 - 2011
Ohio Union Market February 2010 - August 2010
OSU August 2009 - August 2010
Office of Student Life September 2008 - June 2009
OSU August 2007 - September 2008
Skills
Access, Time Management, Customer Satisfaction, Customer Service, Retail, Sales, PowerPoint, Marketing Strategy, Advertising, Social Media, Event Planning
Education
The Ohio State University 2007 — 2011
Bachelor of Arts and Sciences, Communication
Independence High School 2003 — 2007
College Prepatiry Diploma
Johnson Park
The Ohio State University
Communication
Morgan Stanley Wealth Management April 2012 - Present
WBNS 10TV November 2011 - February 2012
Thompson Library March 2011 - September 2011
The Limited Brands August 2010 - September 2011
The Ohio State University 2007 - 2011
Ohio Union Market February 2010 - August 2010
OSU August 2009 - August 2010
Office of Student Life September 2008 - June 2009
OSU August 2007 - September 2008
Skills
Access, Time Management, Customer Satisfaction, Customer Service, Retail, Sales, PowerPoint, Marketing Strategy, Advertising, Social Media, Event Planning
Education
The Ohio State University 2007 — 2011
Bachelor of Arts and Sciences, Communication
Independence High School 2003 — 2007
College Prepatiry Diploma
Johnson Park
The Ohio State University
Communication
Courtney Mickan Courtney Mickan's Morgan Stanley Wealth Management Experience August 2004 - February 2014
Job Senior Registered Client Associate at RBC Wealth Management
Industry Investment Banking
Experience
RBC Wealth Management February 2014 - Present
Morgan Stanley Wealth Management August 2004 - February 2014
Whole Earth Provision Company January 2002 - July 2004
Banc of America Investment Services, Inc. January 2000 - September 2002
Van Kampen Investments January 1999 - January 2000
Skills
Hold Series 7, Series 63, Wealth Management, Financial Services, Investments, Sales, Finance, Financial Advisory, Strategic Financial..., Customer Service, FINRA, Financial Analysis, Asset Allocation, Insurance, Mutual Funds, Securities, Uniform Combined State..., Alternative Investments, Investment Strategies, Investment Advisory, Retirement Planning, Wealth Management..., Series 65, Fixed Income, 401k Rollovers
Education
Texas Tech University 1994 — 1998
Bachelor of Business Administration, International Business
RBC Wealth Management February 2014 - Present
Morgan Stanley Wealth Management August 2004 - February 2014
Whole Earth Provision Company January 2002 - July 2004
Banc of America Investment Services, Inc. January 2000 - September 2002
Van Kampen Investments January 1999 - January 2000
Skills
Hold Series 7, Series 63, Wealth Management, Financial Services, Investments, Sales, Finance, Financial Advisory, Strategic Financial..., Customer Service, FINRA, Financial Analysis, Asset Allocation, Insurance, Mutual Funds, Securities, Uniform Combined State..., Alternative Investments, Investment Strategies, Investment Advisory, Retirement Planning, Wealth Management..., Series 65, Fixed Income, 401k Rollovers
Education
Texas Tech University 1994 — 1998
Bachelor of Business Administration, International Business
Joseph LaBute Joseph LaBute's Morgan Stanley Wealth Management Experience April 2012 - Present
Job Loan Servicing at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2012 - Present
Nationwide Insurance September 2011 - March 2012
American Eagle Outfitters July 2010 - August 2011
Kings Island November 2005 - August 2009
Skills
Microsoft Office, American Sign Language, Latin, Business writing, Product Management, Employee Relations, Employee Benefits, Training Skills, Public Speaking, Social Networking, Customer Service, Training, Time Management, Data Entry
Education
The Ohio State University 2007 — 2011
Bachelor of Science, Human Ecology
Morgan Stanley Wealth Management April 2012 - Present
Nationwide Insurance September 2011 - March 2012
American Eagle Outfitters July 2010 - August 2011
Kings Island November 2005 - August 2009
Skills
Microsoft Office, American Sign Language, Latin, Business writing, Product Management, Employee Relations, Employee Benefits, Training Skills, Public Speaking, Social Networking, Customer Service, Training, Time Management, Data Entry
Education
The Ohio State University 2007 — 2011
Bachelor of Science, Human Ecology
Andrew Gardenhire's Morgan Stanley Wealth Management Experience June 2010 - January 2013
Job Business Analyst at Sonova eHearingCare
Industry Information Technology and Services
Experience
Sonova e-HearingCare May 2015 - Present
L&T Infotech June 2014 - August 2014
Morgan Stanley Wealth Management June 2010 - January 2013
Morgan Stanley Smith Barney May 2009 - August 2009
U.S November 2007 - May 2008
Eric's IGA June 2007 - August 2007
Ben Parker Co., Inc June 2006 - August 2006
Skills
Tableau, SAS Visual Analytics, SAS E-Miner, Financial Modeling, Research, Portfolio Management, Management, Financial Analysis, Investments, Microsoft Excel, Microsoft Office, Data Analysis, Risk Management, Market Research, Securities, Capital Markets, Leadership, Valuation, Strategic Planning, Financial Services, Strategic Financial..., Business Development, Corporate Finance, Program Management, PowerPoint, Text Messaging
Education
University of Tennessee-Knoxville 2013 — 2014
Master of Business Administration (MBA), Business Analytics
The George Washington University - School of Business 2006 — 2010
Bachelor of Business Administration, International Business and Japanese
McCallie School 2002 — 2006
Sonova e-HearingCare May 2015 - Present
L&T Infotech June 2014 - August 2014
Morgan Stanley Wealth Management June 2010 - January 2013
Morgan Stanley Smith Barney May 2009 - August 2009
U.S November 2007 - May 2008
Eric's IGA June 2007 - August 2007
Ben Parker Co., Inc June 2006 - August 2006
Skills
Tableau, SAS Visual Analytics, SAS E-Miner, Financial Modeling, Research, Portfolio Management, Management, Financial Analysis, Investments, Microsoft Excel, Microsoft Office, Data Analysis, Risk Management, Market Research, Securities, Capital Markets, Leadership, Valuation, Strategic Planning, Financial Services, Strategic Financial..., Business Development, Corporate Finance, Program Management, PowerPoint, Text Messaging
Education
University of Tennessee-Knoxville 2013 — 2014
Master of Business Administration (MBA), Business Analytics
The George Washington University - School of Business 2006 — 2010
Bachelor of Business Administration, International Business and Japanese
McCallie School 2002 — 2006
Lucas Kuo Lucas Kuo's Morgan Stanley Wealth Management Experience June 2014 - August 2014
Job Student at the George Washington University
Industry International Affairs
Experience
U.S. Department of State September 2015 - Present
Taiwan-America Student Conference 台美學生會議 August 2015 - Present
Taiwan-America Student Conference 台美學生會議 July 2015 - August 2015
U.S. Department of State May 2015 - July 2015
U.S. House of Representatives September 2014 - December 2014
The George Washington University September 2014 - December 2014
The GW Hatchet September 2013 - December 2014
U.S. House of Representatives June 2014 - August 2014
Morgan Stanley Wealth Management June 2014 - August 2014
Mike Honda for Congress Campaign June 2014 - August 2014
Skills
Microsoft Word, Microsoft Excel, PowerPoint, CaseMap, Adobe Acrobat, Writing, Leadership, Teamwork
Education
The George Washington University 2013 — 2017
Bachelor's Degree, B.A. International Affairs, Asia
Mission San Jose High School 2009 — 2013
U.S. Department of State September 2015 - Present
Taiwan-America Student Conference 台美學生會議 August 2015 - Present
Taiwan-America Student Conference 台美學生會議 July 2015 - August 2015
U.S. Department of State May 2015 - July 2015
U.S. House of Representatives September 2014 - December 2014
The George Washington University September 2014 - December 2014
The GW Hatchet September 2013 - December 2014
U.S. House of Representatives June 2014 - August 2014
Morgan Stanley Wealth Management June 2014 - August 2014
Mike Honda for Congress Campaign June 2014 - August 2014
Skills
Microsoft Word, Microsoft Excel, PowerPoint, CaseMap, Adobe Acrobat, Writing, Leadership, Teamwork
Education
The George Washington University 2013 — 2017
Bachelor's Degree, B.A. International Affairs, Asia
Mission San Jose High School 2009 — 2013
Rishi Bhatia Rishi Bhatia's Morgan Stanley Wealth Management Experience May 2013 - August 2013
Job Investment Banking Analyst
Industry Banking
Experience
Barclays Investment Bank June 2015 - Present
Barclays Investment Bank June 2014 - August 2014
Morgan Stanley Wealth Management May 2013 - August 2013
The Oakland Raiders May 2012 - August 2012
Jamba Juice May 2012 - August 2012
Skills
Apparel, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Outlook, Customer Service, Public Speaking, Research, Photoshop, Financial Analysis, English, Strategic Planning, Social Media, Access, Equipment Management, Internet Explorer
Education
Georgetown University, McDonough School of Business 2011 — 2015
Bachelors of Science, Business Administration
The London School of Economics and Political Science (LSE) 2013 — 2014
General Course, Finance, International Political Economy
The Harker High School 2007 — 2011
Barclays Investment Bank June 2015 - Present
Barclays Investment Bank June 2014 - August 2014
Morgan Stanley Wealth Management May 2013 - August 2013
The Oakland Raiders May 2012 - August 2012
Jamba Juice May 2012 - August 2012
Skills
Apparel, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Outlook, Customer Service, Public Speaking, Research, Photoshop, Financial Analysis, English, Strategic Planning, Social Media, Access, Equipment Management, Internet Explorer
Education
Georgetown University, McDonough School of Business 2011 — 2015
Bachelors of Science, Business Administration
The London School of Economics and Political Science (LSE) 2013 — 2014
General Course, Finance, International Political Economy
The Harker High School 2007 — 2011
Dylan Mogil Dylan Mogil's Morgan Stanley Wealth Management Experience May 2012 - June 2012
Job Commodities Analyst at Barclays
Industry Financial Services
Experience
Barclays July 2014 - Present
Barclays June 2013 - August 2013
University of Richmond Museums September 2011 - May 2013
Morgan Stanley Wealth Management May 2012 - June 2012
Skills
Word, PowerPoint, Bloomberg Terminal, Microsoft Word, Access
Education
University of Richmond - Robins School of Business 2010 — 2014
BSBA, Concentration in Finance, Summa Cum Laude
London School of Economics and Political Science 2012 — 2012
Barclays July 2014 - Present
Barclays June 2013 - August 2013
University of Richmond Museums September 2011 - May 2013
Morgan Stanley Wealth Management May 2012 - June 2012
Skills
Word, PowerPoint, Bloomberg Terminal, Microsoft Word, Access
Education
University of Richmond - Robins School of Business 2010 — 2014
BSBA, Concentration in Finance, Summa Cum Laude
London School of Economics and Political Science 2012 — 2012
Devon Norris's Morgan Stanley Wealth Management Experience September 2015 - Present
Job SRU Regional Lead Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2015 - Present
Morgan Stanley Wealth Management September 2013 - September 2015
Morgan Stanley Wealth Management June 2010 - September 2013
Skills
Series 7, Series 63, Series 65, Series 9, Series 10, Management, FINRA, Customer Service, Training, Process Improvement, Microsoft Excel, Microsoft Office, Financial Services, Employee Training, Finance, Small Business Lending, Leadership, Team Leadership, Retirement, Quality Assurance, Staff Management, Meet Deadlines, Quality Management, Recruiting, PeopleSoft, Wealth Management, Microsoft Word, Outlook, PowerPoint, IRAs, Roth IRA, Simple IRA, SEP IRA, Traditional IRA, Qualified Retirement..., Client Relations Skills, Supervisory Skills, Supervising, Supervision, Supervisory Experience, Staff Development, Staff Supervision, Quality Control, Interviews, Team Building, Leadership Development
Education
The Ohio State University 2003 — 2008
Bachelor of Science (BS), Education and Human Ecology - Consumer Affairs
The Ohio State University 2003 — 2008
Bachelor's degree
Morgan Stanley Wealth Management September 2015 - Present
Morgan Stanley Wealth Management September 2013 - September 2015
Morgan Stanley Wealth Management June 2010 - September 2013
Skills
Series 7, Series 63, Series 65, Series 9, Series 10, Management, FINRA, Customer Service, Training, Process Improvement, Microsoft Excel, Microsoft Office, Financial Services, Employee Training, Finance, Small Business Lending, Leadership, Team Leadership, Retirement, Quality Assurance, Staff Management, Meet Deadlines, Quality Management, Recruiting, PeopleSoft, Wealth Management, Microsoft Word, Outlook, PowerPoint, IRAs, Roth IRA, Simple IRA, SEP IRA, Traditional IRA, Qualified Retirement..., Client Relations Skills, Supervisory Skills, Supervising, Supervision, Supervisory Experience, Staff Development, Staff Supervision, Quality Control, Interviews, Team Building, Leadership Development
Education
The Ohio State University 2003 — 2008
Bachelor of Science (BS), Education and Human Ecology - Consumer Affairs
The Ohio State University 2003 — 2008
Bachelor's degree
Brittany Engelhardt's Morgan Stanley Wealth Management Experience October 2012 - June 2015
Job Client Service Associate at Vista Wealth Management
Industry Financial Services
Experience
Vista Wealth Management, LLC June 2015 - Present
Morgan Stanley Wealth Management October 2012 - June 2015
Morgan Stanley Smith Barney July 2012 - September 2012
Morgan Stanley Smith Barney January 2012 - July 2012
Ohio House of Representatives September 2010 - November 2010
Skills
Excel, Word, PowerPoint, Access, Microsoft Excel, Microsoft Word, Banking, securities based lending, Social Media, Market Research, Time Management, Spreadsheets, Visio, Software Documentation, Outlook, Team Leadership, Teamwork, Process Improvement, Data Analysis, Securities Lending, Training, Risk Management, Investments, Finance, Customer Support, Assistant Work, Strategic Financial..., Loans, Insurance, Budgets, Microsoft Office, Financial Modeling, Financial Analysis, Social Networking, Leadership, Business Analysis, Salesforce.com, Research, Analysis, Marketing, Financial Services, Customer Service
Education
The Ohio State University 2007 — 2011
Bachelor of Arts, Political Science, American Politics
Vista Wealth Management, LLC June 2015 - Present
Morgan Stanley Wealth Management October 2012 - June 2015
Morgan Stanley Smith Barney July 2012 - September 2012
Morgan Stanley Smith Barney January 2012 - July 2012
Ohio House of Representatives September 2010 - November 2010
Skills
Excel, Word, PowerPoint, Access, Microsoft Excel, Microsoft Word, Banking, securities based lending, Social Media, Market Research, Time Management, Spreadsheets, Visio, Software Documentation, Outlook, Team Leadership, Teamwork, Process Improvement, Data Analysis, Securities Lending, Training, Risk Management, Investments, Finance, Customer Support, Assistant Work, Strategic Financial..., Loans, Insurance, Budgets, Microsoft Office, Financial Modeling, Financial Analysis, Social Networking, Leadership, Business Analysis, Salesforce.com, Research, Analysis, Marketing, Financial Services, Customer Service
Education
The Ohio State University 2007 — 2011
Bachelor of Arts, Political Science, American Politics
Sam Weinberger Sam Weinberger's Morgan Stanley Wealth Management Experience June 2010 - February 2013
Job Managing Director at Slobproof
Industry Furniture
Experience
Slobproof! May 2013 - Present
Morgan Stanley Wealth Management June 2010 - February 2013
Skills
Small Business..., Business Strategy, International Business, Microsoft Excel, Operations Management, Investment Research, Supply Chain Management, Communication, Mac OS, Sales, Customer Service, Microsoft Office
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance & Operations Management
Dartmouth College - The Tuck School of Business at Dartmouth
Certificate, Building a High Performing Business
Slobproof! May 2013 - Present
Morgan Stanley Wealth Management June 2010 - February 2013
Skills
Small Business..., Business Strategy, International Business, Microsoft Excel, Operations Management, Investment Research, Supply Chain Management, Communication, Mac OS, Sales, Customer Service, Microsoft Office
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance & Operations Management
Dartmouth College - The Tuck School of Business at Dartmouth
Certificate, Building a High Performing Business
Denise Tawrosza's Morgan Stanley Wealth Management Experience December 2013 - September 2014
Job Section Manager | Banking & Lending Services at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley September 2014 - January 2015
Morgan Stanley Wealth Management December 2013 - September 2014
Morgan Stanley Wealth Management June 2012 - December 2013
JP Morgan Chase 2007 - 2010
Skills
Banking, Financial Services, Leadership Development..., Customer Service, Employee Training, Management, Training, Financial Analysis, Credit, Finance, Loans, Securities Based Lending, Portfolio Management
Education
The Ohio State University 2000 — 2004
Bachelor of Science (B.S.), Pharmaceutical Sciences
GCHS
Morgan Stanley January 2015 - Present
Morgan Stanley September 2014 - January 2015
Morgan Stanley Wealth Management December 2013 - September 2014
Morgan Stanley Wealth Management June 2012 - December 2013
JP Morgan Chase 2007 - 2010
Skills
Banking, Financial Services, Leadership Development..., Customer Service, Employee Training, Management, Training, Financial Analysis, Credit, Finance, Loans, Securities Based Lending, Portfolio Management
Education
The Ohio State University 2000 — 2004
Bachelor of Science (B.S.), Pharmaceutical Sciences
GCHS
Roger D. Beutler's Morgan Stanley Wealth Management Experience 1977 - 2011
Job Retired at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Retired RetiredMorgan Stanley Smith Barney2011 - 2012
Morgan Stanley Wealth Management 1977 - 2011
Northern Trust Company 1972 - 1973
U. S. Air Force 1966 - 1970
Skills
Stock Market Analysis, Investment Comparative..., Personal financial..., Wealth Management, Retirement, Estate Planning, Retirement Planning, Financial Advisory, Series 7, Investment Strategies, Securities, Portfolio Management, Personal Financial..., Asset Allocation, Financial Risk, Investment Advisory, Life Insurance
Education
University of Arkansas at Little Rock 1970 — 1972
Bachelor of Business Administration (BBA), Finance and Financial Management Services
The Ohio State University 1963 — 1965
None, Engineering
AHS 1960 — 1963
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Retired RetiredMorgan Stanley Smith Barney2011 - 2012
Morgan Stanley Wealth Management 1977 - 2011
Northern Trust Company 1972 - 1973
U. S. Air Force 1966 - 1970
Skills
Stock Market Analysis, Investment Comparative..., Personal financial..., Wealth Management, Retirement, Estate Planning, Retirement Planning, Financial Advisory, Series 7, Investment Strategies, Securities, Portfolio Management, Personal Financial..., Asset Allocation, Financial Risk, Investment Advisory, Life Insurance
Education
University of Arkansas at Little Rock 1970 — 1972
Bachelor of Business Administration (BBA), Finance and Financial Management Services
The Ohio State University 1963 — 1965
None, Engineering
AHS 1960 — 1963
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Matt Barnes's Morgan Stanley Wealth Management Experience 2007 - 2010
Job
Industry Oil & Energy
Experience
Trenegy Incorporated 2014 - Present
SunTx Capital Partners 2014 - 2014
Loopback Analytics 2013 - 2013
Texas Senate 2012 - 2012
Morgan Stanley Wealth Management 2007 - 2010
Education
Texas A&M University
Bachelor's Degree
London School of Economics and Political Science
LSE Baccalaureate Charter Degree
Trinity Christian Academy
Greenhill School
Trenegy Incorporated 2014 - Present
SunTx Capital Partners 2014 - 2014
Loopback Analytics 2013 - 2013
Texas Senate 2012 - 2012
Morgan Stanley Wealth Management 2007 - 2010
Education
Texas A&M University
Bachelor's Degree
London School of Economics and Political Science
LSE Baccalaureate Charter Degree
Trinity Christian Academy
Greenhill School
Michelle Sandisile Dube Michelle Sandisile Dube's Morgan Stanley Wealth Management Experience May 2014 - December 2014
Job Credit Analyst at the National Bank of Commerce
Industry Banking
Experience
National Bank of Commerce (Twin Ports Superior, WI + Duluth, MN) August 2015 - Present
The College of St Scholastica September 2014 - May 2015
Morgan Stanley Wealth Management May 2014 - December 2014
The College of St. Scholastica September 2013 - May 2014
The College of St. Scholastica December 2011 - May 2014
Skills
Public Speaking, PowerPoint, Research, Higher Education, Event Planning, Microsoft Word, Editing, Microsoft Office, Critical Thinking, Microsoft Excel, Time Management, Social Networking, Blogging, Admissions, Management, Teamwork, Customer Service, Leadership, Data Analysis, Communication
Education
The College of St. Scholastica 2011 — 2015
Bachelor of Science (B.S.), Finance, General and Management, General
National Bank of Commerce (Twin Ports Superior, WI + Duluth, MN) August 2015 - Present
The College of St Scholastica September 2014 - May 2015
Morgan Stanley Wealth Management May 2014 - December 2014
The College of St. Scholastica September 2013 - May 2014
The College of St. Scholastica December 2011 - May 2014
Skills
Public Speaking, PowerPoint, Research, Higher Education, Event Planning, Microsoft Word, Editing, Microsoft Office, Critical Thinking, Microsoft Excel, Time Management, Social Networking, Blogging, Admissions, Management, Teamwork, Customer Service, Leadership, Data Analysis, Communication
Education
The College of St. Scholastica 2011 — 2015
Bachelor of Science (B.S.), Finance, General and Management, General
Anthony Lagani's Morgan Stanley Wealth Management Experience June 2012 - August 2012
Job Financial Sales Consultant at Huntington National Bank
Industry Financial Services
Experience
Huntington National Bank May 2015 - Present
Huntington National Bank December 2013 - May 2015
Hyde Park Prime Steakhouse October 2012 - December 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Lagani Heating & Air Conditioning June 2007 - September 2011
Skills
Retirement Planning, Debt Management, Personal Budgeting, Counseling / Coaching, Sales, Microsoft Office, Customer Service, Leadership, Lines Of Credit, Banking, Insurance, Wealth Management, Financial Services, Portfolio Management
Education
The Ohio State University 2011 — 2013
Bachelor of Science (B.S.), Consumer & Family Financial Management
The University of Akron 2008 — 2010
Sales Management
Huntington National Bank May 2015 - Present
Huntington National Bank December 2013 - May 2015
Hyde Park Prime Steakhouse October 2012 - December 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Lagani Heating & Air Conditioning June 2007 - September 2011
Skills
Retirement Planning, Debt Management, Personal Budgeting, Counseling / Coaching, Sales, Microsoft Office, Customer Service, Leadership, Lines Of Credit, Banking, Insurance, Wealth Management, Financial Services, Portfolio Management
Education
The Ohio State University 2011 — 2013
Bachelor of Science (B.S.), Consumer & Family Financial Management
The University of Akron 2008 — 2010
Sales Management
Kameeka Shirley Kameeka Shirley's Morgan Stanley Wealth Management Experience June 2011 - August 2011
Job Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
Morgan Stanley June 2012 - March 2015
University of Miami School of Business August 2008 - December 2011
Morgan Stanley Wealth Management June 2011 - August 2011
Goldman Sachs June 2010 - August 2010
Skills
Photoshop, Excel, Word, Microsoft Office, Facebook, PowerPoint, Social Media, Social Networking, Event Planning, Spanish, Research, Social Media Marketing, Public Speaking, Marketing, Customer Service, Event Management, Series 7, Series 63, Time Management, Microsoft Excel, Microsoft Word, Outlook
Education
The Chinese University of Hong Kong 2012 — 2012
Office of Academic Links
University of Miami 2008 — 2012
Bachelor of Business Administration, Marketing
Capoeira Luanda
Capoeira Luanda
Capoeira Luanda
Morgan Stanley July 2014 - Present
Morgan Stanley June 2012 - March 2015
University of Miami School of Business August 2008 - December 2011
Morgan Stanley Wealth Management June 2011 - August 2011
Goldman Sachs June 2010 - August 2010
Skills
Photoshop, Excel, Word, Microsoft Office, Facebook, PowerPoint, Social Media, Social Networking, Event Planning, Spanish, Research, Social Media Marketing, Public Speaking, Marketing, Customer Service, Event Management, Series 7, Series 63, Time Management, Microsoft Excel, Microsoft Word, Outlook
Education
The Chinese University of Hong Kong 2012 — 2012
Office of Academic Links
University of Miami 2008 — 2012
Bachelor of Business Administration, Marketing
Capoeira Luanda
Capoeira Luanda
Capoeira Luanda
Austin Hunter's Morgan Stanley Wealth Management Experience June 2014 - October 2014
Job Accel Associate at PNC
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2014 - October 2014
Northwestern Mutual December 2013 - May 2014
Skills
Investments, Finance, Sales, Retirement Planning, Mutual Funds, Financial Analysis, Microsoft Office
Education
The College of New Jersey 2011 — 2015
Bachelor of Science (B.S.), Finance
Morgan Stanley Wealth Management June 2014 - October 2014
Northwestern Mutual December 2013 - May 2014
Skills
Investments, Finance, Sales, Retirement Planning, Mutual Funds, Financial Analysis, Microsoft Office
Education
The College of New Jersey 2011 — 2015
Bachelor of Science (B.S.), Finance
Peter Lovering Peter Lovering's Morgan Stanley Wealth Management Experience October 2013 - Present
Job Operations Analyst at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2013 - Present
Outlook Columbus January 2013 - September 2013
Continental Message Solution March 2010 - January 2013
Grassroots Campaigns Intl September 2009 - February 2010
Skills
Writing, Copy Editing, Professional Writing, Communication, Technical Support, Public Speaking, Training
Education
The Ohio State University 2011 — 2013
Bachelor's degree, Communication
Morgan Stanley Wealth Management October 2013 - Present
Outlook Columbus January 2013 - September 2013
Continental Message Solution March 2010 - January 2013
Grassroots Campaigns Intl September 2009 - February 2010
Skills
Writing, Copy Editing, Professional Writing, Communication, Technical Support, Public Speaking, Training
Education
The Ohio State University 2011 — 2013
Bachelor's degree, Communication
Brian Klotz's Morgan Stanley Wealth Management Experience June 2008 - August 2010
Job In full remission from Acute Lymphoblastic Leukemia and hoping to soon return to work in medical/scientific research.
Industry Chemicals
Experience
n/a - currently unemployed April 2015 - Present
Memorial Sloan Kettering Cancer Center January 2014 - Present
Project Manager & Online advisor November 2013 - January 2014
Princeton Separations, Inc. June 2011 - August 2011
Morgan Stanley Wealth Management June 2008 - August 2010
The Daily Grill April 2009 - November 2009
George Washington University October 2007 - April 2009
Buca di Beppo October 2006 - April 2009
Skills
Chemistry, Research, Mass Spectrometry, UV/Vis, Biochemistry, Organic Chemistry, Science, Data Analysis, NMR, Matlab, Spectroscopy, PCR, Molecular Biology, Cell Culture, Materials Science, Laboratory, PowerPoint, Lifesciences, Western Blotting, Gel Electrophoresis, Nanotechnology, Microsoft Word, Microscopy, Biotechnology, Protein Purification, Chromatography, Microbiology, Characterization, Higher Education, Teamwork, ELISA, Scanning Electron..., Spanish, Leadership, Protein Chemistry, Physics, Life Sciences
Education
The George Washington University 2004 — 2013
Bachelor of Science (BS), Chemistry
Freehold Township High School 2000 — 2004
High school diploma, Organic Chemistry
n/a - currently unemployed April 2015 - Present
Memorial Sloan Kettering Cancer Center January 2014 - Present
Project Manager & Online advisor November 2013 - January 2014
Princeton Separations, Inc. June 2011 - August 2011
Morgan Stanley Wealth Management June 2008 - August 2010
The Daily Grill April 2009 - November 2009
George Washington University October 2007 - April 2009
Buca di Beppo October 2006 - April 2009
Skills
Chemistry, Research, Mass Spectrometry, UV/Vis, Biochemistry, Organic Chemistry, Science, Data Analysis, NMR, Matlab, Spectroscopy, PCR, Molecular Biology, Cell Culture, Materials Science, Laboratory, PowerPoint, Lifesciences, Western Blotting, Gel Electrophoresis, Nanotechnology, Microsoft Word, Microscopy, Biotechnology, Protein Purification, Chromatography, Microbiology, Characterization, Higher Education, Teamwork, ELISA, Scanning Electron..., Spanish, Leadership, Protein Chemistry, Physics, Life Sciences
Education
The George Washington University 2004 — 2013
Bachelor of Science (BS), Chemistry
Freehold Township High School 2000 — 2004
High school diploma, Organic Chemistry
Vicky Shi Vicky Shi's Morgan Stanley Wealth Management Experience October 2014 - Present
Job CSA
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2014 - Present
TF Cornerstone 2 Gold July 2014 - August 2014
Moon Plaza November 2010 - June 2014
Abercrombie & Fitch August 2011 - January 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Texas A&M University-Corpus Christi 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, 3.2
Morgan Stanley Wealth Management October 2014 - Present
TF Cornerstone 2 Gold July 2014 - August 2014
Moon Plaza November 2010 - June 2014
Abercrombie & Fitch August 2011 - January 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Texas A&M University-Corpus Christi 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, 3.2
Steven Reinken's Morgan Stanley Wealth Management Experience January 2013 - August 2013
Job Summer Intern at The Retail Connection
Industry
Experience
The Retail Connection June 2015 - August 2015
Morgan Stanley Wealth Management January 2013 - August 2013
HEB July 2012 - January 2013
Skills
Customer Service, Microsoft Word, PowerPoint, Sales, Leadership, Retail, Microsoft Office, Microsoft Excel, Research, Event Planning, Telecommunications, Commercial Real Estate
Education
Texas A&M University 2013 — 2017
The Retail Connection June 2015 - August 2015
Morgan Stanley Wealth Management January 2013 - August 2013
HEB July 2012 - January 2013
Skills
Customer Service, Microsoft Word, PowerPoint, Sales, Leadership, Retail, Microsoft Office, Microsoft Excel, Research, Event Planning, Telecommunications, Commercial Real Estate
Education
Texas A&M University 2013 — 2017
Michael Codding Michael Codding's Morgan Stanley Wealth Management Experience April 2014 - June 2015
Job Actuarial Technician at State Auto Insurance
Industry Insurance
Experience
State Auto Insurance July 2015 - Present
Morgan Stanley Wealth Management April 2014 - June 2015
Morgan Stanley Wealth Management July 2012 - April 2014
Morgan Stanley August 2011 - July 2012
Skills
Mutual Funds, Financial Analysis, Banking, Investments, Retirement Planning, Access, Actuarial Science, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Leadership, Financial Services, Risk Management, Finance, Analysis, Data Analysis
Education
The Ohio State University 2007 — 2011
Bachelor of Science (BS), Actuarial Science
State Auto Insurance July 2015 - Present
Morgan Stanley Wealth Management April 2014 - June 2015
Morgan Stanley Wealth Management July 2012 - April 2014
Morgan Stanley August 2011 - July 2012
Skills
Mutual Funds, Financial Analysis, Banking, Investments, Retirement Planning, Access, Actuarial Science, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Leadership, Financial Services, Risk Management, Finance, Analysis, Data Analysis
Education
The Ohio State University 2007 — 2011
Bachelor of Science (BS), Actuarial Science
Farren Barnes Farren Barnes's Morgan Stanley Wealth Management Experience July 2011 - July 2014
Job Branch Operations
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2011 - July 2014
Morgan Stanley March 2011 - July 2011
Safelite AutoGlass June 2008 - March 2011
Skills
Customer Service, Microsoft Office, Risk Management, Strategic Planning, Project Management, Business Strategy, Microsoft Excel, Banking, Microsoft Word, PowerPoint, Process Improvement, Adobe Creative Suite, HTML, Leadership
Education
The Ohio State University 2005 — 2010
Bachelor of Arts (B.A.), Strategic Communication
University of Cincinnati 2006 — 2007
Morgan Stanley Wealth Management July 2011 - July 2014
Morgan Stanley March 2011 - July 2011
Safelite AutoGlass June 2008 - March 2011
Skills
Customer Service, Microsoft Office, Risk Management, Strategic Planning, Project Management, Business Strategy, Microsoft Excel, Banking, Microsoft Word, PowerPoint, Process Improvement, Adobe Creative Suite, HTML, Leadership
Education
The Ohio State University 2005 — 2010
Bachelor of Arts (B.A.), Strategic Communication
University of Cincinnati 2006 — 2007
Kevin M. Burke, CFP®, CDFA™, QFP's Morgan Stanley Wealth Management Experience June 2013 - Present
Job Financial Advisor Wealth Management at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2013 - Present
Skills
Sales Management, Investments, Program Management, Banking, Real Estate, Wealth Management, Securities, Asset Management, Insurance, Retirement Planning, Estate Planning, Asset Managment, Mutual Funds, Management, Series 7, Strategic Financial..., Portfolio Management, Investment Management, Mergers & Acquisitions, Equities, Financial Services, Financial Analysis, Asset Allocation, Finance, Fixed Annuities, Loans, Retirement, Investment Advisory, Wealth, Financial Advisory, Leadership, Credit, Executive Management, Team Building
Education
The American College 2002 — 2002
CFP, Certified Financial Planner
University of South Florida 1986 — 1990
Bachelors of Science, Economics and Finance
Morgan Stanley Wealth Management June 2013 - Present
Skills
Sales Management, Investments, Program Management, Banking, Real Estate, Wealth Management, Securities, Asset Management, Insurance, Retirement Planning, Estate Planning, Asset Managment, Mutual Funds, Management, Series 7, Strategic Financial..., Portfolio Management, Investment Management, Mergers & Acquisitions, Equities, Financial Services, Financial Analysis, Asset Allocation, Finance, Fixed Annuities, Loans, Retirement, Investment Advisory, Wealth, Financial Advisory, Leadership, Credit, Executive Management, Team Building
Education
The American College 2002 — 2002
CFP, Certified Financial Planner
University of South Florida 1986 — 1990
Bachelors of Science, Economics and Finance
Michael Noggle Michael Noggle's Morgan Stanley Wealth Management Experience March 2013 - June 2015
Job Fund Accounting Analyst at Citi
Industry Financial Services
Experience
Citi July 2015 - Present
Morgan Stanley Wealth Management March 2013 - June 2015
Morgan Stanley Wealth Management September 2012 - March 2013
The Ohio State University June 2011 - July 2012
Galion City School District June 2010 - April 2012
The Varsity Grille September 2006 - September 2010
Skills
Time Management, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Microsoft Office, Teamwork, Customer Service, Financial Reporting, Finance, Troubleshooting, Analysis, StarRez, Cost Basis, Bloomberg, Banking
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2012
Bachelor's Degree, Finance
Galion High School 2004 — 2008
Honors Diploma, College Prep
Citi July 2015 - Present
Morgan Stanley Wealth Management March 2013 - June 2015
Morgan Stanley Wealth Management September 2012 - March 2013
The Ohio State University June 2011 - July 2012
Galion City School District June 2010 - April 2012
The Varsity Grille September 2006 - September 2010
Skills
Time Management, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Microsoft Office, Teamwork, Customer Service, Financial Reporting, Finance, Troubleshooting, Analysis, StarRez, Cost Basis, Bloomberg, Banking
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2012
Bachelor's Degree, Finance
Galion High School 2004 — 2008
Honors Diploma, College Prep
Alexander Belak Alexander Belak's Morgan Stanley Wealth Management Experience June 2010 - August 2010
Job Inside Territory Sales Specialist
Industry Information Technology and Services
Experience
IBM July 2015 - Present
IBM July 2014 - July 2015
The House Committee on Foreign Affairs June 2012 - August 2012
Center for a Free Cuba January 2011 - May 2012
Morgan Stanley Wealth Management June 2010 - August 2010
Skills
Microsoft Office, Policy Analysis, Social Media, Public Speaking, Research
Education
The George Washington University 2010 — 2014
Bachelor of Arts (B.A.), International Relations and Affairs
The Taft School 2006 — 2010
IBM July 2015 - Present
IBM July 2014 - July 2015
The House Committee on Foreign Affairs June 2012 - August 2012
Center for a Free Cuba January 2011 - May 2012
Morgan Stanley Wealth Management June 2010 - August 2010
Skills
Microsoft Office, Policy Analysis, Social Media, Public Speaking, Research
Education
The George Washington University 2010 — 2014
Bachelor of Arts (B.A.), International Relations and Affairs
The Taft School 2006 — 2010
Nicole McCloskey's Morgan Stanley Wealth Management Experience May 2013 - June 2015
Job Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Morgan Stanley Wealth Management May 2013 - June 2015
Avalon English and New British Centre July 2010 - July 2012
Women for Women International May 2009 - August 2009
Skills
Spanish, Human Resources, Training, Leadership, Marketing, Program Management, Market Research, Policy Analysis, Strategic Planning, Organizational..., Strategic Communications, Leadership Development, Management Consulting, Social Media, Public Speaking, International Relations, Community Outreach
Education
The George Washington University 2006 — 2010
Bachelor of Arts (B.A.), International Affairs and Geography, Cum Laude
American University Centre of Provence 2008 — 2008
Morgan Stanley July 2015 - Present
Morgan Stanley Wealth Management May 2013 - June 2015
Avalon English and New British Centre July 2010 - July 2012
Women for Women International May 2009 - August 2009
Skills
Spanish, Human Resources, Training, Leadership, Marketing, Program Management, Market Research, Policy Analysis, Strategic Planning, Organizational..., Strategic Communications, Leadership Development, Management Consulting, Social Media, Public Speaking, International Relations, Community Outreach
Education
The George Washington University 2006 — 2010
Bachelor of Arts (B.A.), International Affairs and Geography, Cum Laude
American University Centre of Provence 2008 — 2008
Thom Huggins Thom Huggins's Morgan Stanley Wealth Management Experience November 2009 - Present
Job Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2009 - Present
UBS Financial Services January 2003 - November 2009
Education
St. John's
Texas A&M University
BBA, Finance
Morgan Stanley Wealth Management November 2009 - Present
UBS Financial Services January 2003 - November 2009
Education
St. John's
Texas A&M University
BBA, Finance
Mohamed-Aly Arafa Mohamed-Aly Arafa's Morgan Stanley Wealth Management Experience February 2012 - December 2012
Job Financial Advisor
Industry Financial Services
Experience
MobileIron May 2013 - August 2013
Morgan Stanley Wealth Management February 2012 - December 2012
Cairo Funds Management February 2009 - December 2011
Egyptian Financial Group - Hermes February 2008 - January 2009
Commercial International Asset Management June 2005 - January 2008
Orascom Construction Industries November 2004 - May 2005
Skills
Valuation, Asset Management, Equities, Investments, Mutual Funds, Due Diligence, Investment Banking, Corporate Finance, Financial Markets, Wealth Management, Structured Finance, Emerging Markets, Business Valuation, Financial Analysis, Fixed Income, Bloomberg, Equity Research, Economics, Asset Managment, Strategic Financial..., Finance, Portfolio Management, Risk Management, Asset Allocation, Strategy, Banking, Analysis, Investment Management, Capital Markets, Investment Strategies
Education
The American University in Cairo 2000 — 2004
Bachelor of Arts (BA), Political Science; Political Economy
Collège De La Sainte Famille 1987 — 1999
High School degree, Thanawiya Aama
MobileIron May 2013 - August 2013
Morgan Stanley Wealth Management February 2012 - December 2012
Cairo Funds Management February 2009 - December 2011
Egyptian Financial Group - Hermes February 2008 - January 2009
Commercial International Asset Management June 2005 - January 2008
Orascom Construction Industries November 2004 - May 2005
Skills
Valuation, Asset Management, Equities, Investments, Mutual Funds, Due Diligence, Investment Banking, Corporate Finance, Financial Markets, Wealth Management, Structured Finance, Emerging Markets, Business Valuation, Financial Analysis, Fixed Income, Bloomberg, Equity Research, Economics, Asset Managment, Strategic Financial..., Finance, Portfolio Management, Risk Management, Asset Allocation, Strategy, Banking, Analysis, Investment Management, Capital Markets, Investment Strategies
Education
The American University in Cairo 2000 — 2004
Bachelor of Arts (BA), Political Science; Political Economy
Collège De La Sainte Famille 1987 — 1999
High School degree, Thanawiya Aama
Andrew Das Andrew Das's Morgan Stanley Wealth Management Experience February 2014 - May 2014
Job Investment Banking Summer Analyst at Barclays
Industry Financial Services
Experience
Johns Hopkins University January 2014 - Present
Barclays June 2015 - August 2015
American Marketing Association March 2013 - February 2015
Citi June 2014 - August 2014
Morgan Stanley Wealth Management February 2014 - May 2014
Law Offices of Timothy Hart May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Matlab, Economics, Financial Analysis, Investments
Education
The Johns Hopkins University 2012 — 2015
Bachelor of Science (BS), Applied Mathematics and Statistics
The Johns Hopkins University 2012 — 2015
Bachelor of Arts (BA), Economics
The Kinkaid School
Johns Hopkins University January 2014 - Present
Barclays June 2015 - August 2015
American Marketing Association March 2013 - February 2015
Citi June 2014 - August 2014
Morgan Stanley Wealth Management February 2014 - May 2014
Law Offices of Timothy Hart May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Matlab, Economics, Financial Analysis, Investments
Education
The Johns Hopkins University 2012 — 2015
Bachelor of Science (BS), Applied Mathematics and Statistics
The Johns Hopkins University 2012 — 2015
Bachelor of Arts (BA), Economics
The Kinkaid School
Nicholas Zofcin Nicholas Zofcin's Morgan Stanley Wealth Management Experience February 2013 - August 2014
Job Trade Support Specialist, J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management August 2014 - Present
Morgan Stanley Wealth Management February 2013 - August 2014
Morgan Stanley Wealth Management February 2013 - August 2014
Morgan Stanley Wealth Management April 2012 - April 2013
Skills
Financial Analysis, Customer Service, Investments, Microsoft Office, Financial Modeling, Securities, Strategic Planning, Time Management, PowerPoint, Analysis, Data Analysis, Financial Reporting, Investment Strategies, Asset Management, Training, Market Research, Asset Allocation, Marketing Strategy, Wealth Management, Financial Risk, Social Media, Risk Management, Fixed Income, Series 7, Portfolio Management, Bloomberg, Economics, Mutual Funds, Financial Advisory, Investment Management, Hedge Funds, Equities, Trading
Education
The Ohio State University 2007 — 2011
Bachelor of Arts (B.A.), Criminology
J.P. Morgan Asset Management August 2014 - Present
Morgan Stanley Wealth Management February 2013 - August 2014
Morgan Stanley Wealth Management February 2013 - August 2014
Morgan Stanley Wealth Management April 2012 - April 2013
Skills
Financial Analysis, Customer Service, Investments, Microsoft Office, Financial Modeling, Securities, Strategic Planning, Time Management, PowerPoint, Analysis, Data Analysis, Financial Reporting, Investment Strategies, Asset Management, Training, Market Research, Asset Allocation, Marketing Strategy, Wealth Management, Financial Risk, Social Media, Risk Management, Fixed Income, Series 7, Portfolio Management, Bloomberg, Economics, Mutual Funds, Financial Advisory, Investment Management, Hedge Funds, Equities, Trading
Education
The Ohio State University 2007 — 2011
Bachelor of Arts (B.A.), Criminology
Kirsten Chen's Morgan Stanley Wealth Management Experience 2013 - 2014
Job Sector Marketing Senior Associate at PwC
Industry Financial Services
Experience
PwC May 2015 - Present
Morgan Stanley January 2015 - April 2015
Morgan Stanley Wealth Management 2013 - 2014
IBM Global Services September 2011 - May 2013
QUEST 2008 - 2011
IBM June 2010 - August 2010
Learning Enterprises Organization September 2009 - May 2010
UMD Farmer's Market September 2009 - May 2010
The Munch - Smith Undergraduate Student Association's newsletter December 2007 - January 2010
Skills
Blogging, Creative Writing, Thought Leadership, Data Analysis, Program Management, Management Consulting, Public Speaking, Microsoft Excel, Microsoft Office, Social Media, Spanish, Research, Business Analysis, Social Media Blogging, Strategic Planning, Training, Recruiting, Process Improvement, Visio, Strategy, Chinese Language -..., Six Sigma, Mandarin, Team Facilitation, Management, Social Media Marketing, Writing
Education
The New School 2015 — 2017
Master of Fine Arts (MFA), Creative Writing
University of Maryland College Park 2007 — 2011
BS, Operations Management, Chinese
PwC May 2015 - Present
Morgan Stanley January 2015 - April 2015
Morgan Stanley Wealth Management 2013 - 2014
IBM Global Services September 2011 - May 2013
QUEST 2008 - 2011
IBM June 2010 - August 2010
Learning Enterprises Organization September 2009 - May 2010
UMD Farmer's Market September 2009 - May 2010
The Munch - Smith Undergraduate Student Association's newsletter December 2007 - January 2010
Skills
Blogging, Creative Writing, Thought Leadership, Data Analysis, Program Management, Management Consulting, Public Speaking, Microsoft Excel, Microsoft Office, Social Media, Spanish, Research, Business Analysis, Social Media Blogging, Strategic Planning, Training, Recruiting, Process Improvement, Visio, Strategy, Chinese Language -..., Six Sigma, Mandarin, Team Facilitation, Management, Social Media Marketing, Writing
Education
The New School 2015 — 2017
Master of Fine Arts (MFA), Creative Writing
University of Maryland College Park 2007 — 2011
BS, Operations Management, Chinese
Oliver Pough Oliver Pough's Morgan Stanley Wealth Management Experience March 2013 - August 2013
Job Compliance Coordinator at Clemson University
Industry Higher Education
Experience
Clemson University August 2013 - Present
Morgan Stanley Wealth Management March 2013 - August 2013
Merrill Lynch January 2012 - March 2013
Zeus March 2004 - January 2012
Skills
Strategic Financial..., Retirement Planning, Saving for Education, Investments, Uniform Combined State..., 401k Rollovers, Portfolio Management, Wealth Management, Series 7, Retirement, Sales Management, IRAs, 401k, Mutual Funds, College Savings Plans, 529 Plans, Strategic Planning
Education
West Virginia University 2009 — 2011
Master of Science, Sport Management
The Citadel 1999 — 2003
Bachelor of Science, Business Administration
Clemson University August 2013 - Present
Morgan Stanley Wealth Management March 2013 - August 2013
Merrill Lynch January 2012 - March 2013
Zeus March 2004 - January 2012
Skills
Strategic Financial..., Retirement Planning, Saving for Education, Investments, Uniform Combined State..., 401k Rollovers, Portfolio Management, Wealth Management, Series 7, Retirement, Sales Management, IRAs, 401k, Mutual Funds, College Savings Plans, 529 Plans, Strategic Planning
Education
West Virginia University 2009 — 2011
Master of Science, Sport Management
The Citadel 1999 — 2003
Bachelor of Science, Business Administration
Player Haynes's Morgan Stanley Wealth Management Experience May 2012 - June 2012
Job CoFounder & COO at Tagamo Inc. | tagamo
Industry Online Media
Experience
tagamo August 2013 - Present
Clarke Consulting, LLC June 2011 - Present
Morgan Stanley Wealth Management May 2012 - June 2012
Vineyard Vines June 2011 - September 2011
George Washington University Housing September 2010 - May 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Event Planning, Research, Facebook, Public Relations, Social Networking, Marketing, Leadership
Education
The George Washington University 2009 — 2013
Bachelor of Science (BS), Organizational Science
Phillips Exeter Academy 2005 — 2009
tagamo August 2013 - Present
Clarke Consulting, LLC June 2011 - Present
Morgan Stanley Wealth Management May 2012 - June 2012
Vineyard Vines June 2011 - September 2011
George Washington University Housing September 2010 - May 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Event Planning, Research, Facebook, Public Relations, Social Networking, Marketing, Leadership
Education
The George Washington University 2009 — 2013
Bachelor of Science (BS), Organizational Science
Phillips Exeter Academy 2005 — 2009
Brianna Dolan Brianna Dolan's Morgan Stanley Wealth Management Experience June 2014 - March 2015
Job Program Management Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Morgan Stanley Wealth Management June 2014 - March 2015
Morgan Stanley Wealth Management May 2013 - August 2013
Morgan Stanley June 2012 - August 2012
BBYO September 2011 - January 2012
Skills
Microsoft Excel, PowerPoint, Event Planning, Program Management, Business Strategy, Corporate Communications, Team Leadership, Feedback Management, College Recruiting
Education
The George Washington University - School of Business 2010 — 2014
Bachelor of Business Administration (BBA), International Business
Pearl River High School 2006 — 2010
Morgan Stanley March 2015 - Present
Morgan Stanley Wealth Management June 2014 - March 2015
Morgan Stanley Wealth Management May 2013 - August 2013
Morgan Stanley June 2012 - August 2012
BBYO September 2011 - January 2012
Skills
Microsoft Excel, PowerPoint, Event Planning, Program Management, Business Strategy, Corporate Communications, Team Leadership, Feedback Management, College Recruiting
Education
The George Washington University - School of Business 2010 — 2014
Bachelor of Business Administration (BBA), International Business
Pearl River High School 2006 — 2010
Chris Benedict, CFA Chris Benedict, CFA's Morgan Stanley Wealth Management Experience May 2009 - Present
Job Senior Portfolio Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2009 - Present
Oppenheimer & Co. September 2002 - May 2009
Brown Brothers Harriman - NY September 2001 - September 2002
Brown Brothers Harriman - LA June 1998 - September 2001
Merrill Lynch May 1995 - July 1996
Smith Barney April 1993 - May 1995
Skills
Fixed Income, Investments, Asset Allocation, Equities, Portfolio Management, Alternative Investments, Finance, Investment Management, Mutual Funds
Education
UCLA Anderson School of Management 1996 — 1998
MBA, Finance, Accounting
The Hong Kong University of Science and Technology 1997 — 1997
MBA International Exchange Program
University of Connecticut 1989 — 1992
BA, Economics
Morgan Stanley Wealth Management May 2009 - Present
Oppenheimer & Co. September 2002 - May 2009
Brown Brothers Harriman - NY September 2001 - September 2002
Brown Brothers Harriman - LA June 1998 - September 2001
Merrill Lynch May 1995 - July 1996
Smith Barney April 1993 - May 1995
Skills
Fixed Income, Investments, Asset Allocation, Equities, Portfolio Management, Alternative Investments, Finance, Investment Management, Mutual Funds
Education
UCLA Anderson School of Management 1996 — 1998
MBA, Finance, Accounting
The Hong Kong University of Science and Technology 1997 — 1997
MBA International Exchange Program
University of Connecticut 1989 — 1992
BA, Economics
Harrison Davis's Morgan Stanley Wealth Management Experience July 2014 - Present
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2014 - Present
Davis Landscaping May 2013 - September 2013
UBS Wealth Management January 2013 - May 2013
Olympia Moving & Storage May 2012 - September 2012
City Sports September 2010 - January 2012
Baystate Financial Services June 2011 - August 2011
Tuna Striker Pub May 2010 - August 2011
Skills
Customer Service, Microsoft Office, Social Media, Research, Microsoft Excel, PowerPoint, Financial Analysis, Market Research, Finance, Sales, Analysis, Management, CRM, Investments, Marketing, Time Management, Leadership, Teamwork, Data Analysis, New Business Development, Microsoft Word
Education
The Catholic University of America 2009 — 2013
BSBA Finance, Finance, General, 3.5
Central Catholic 2005 — 2009
High School Diploma, College Prep
Morgan Stanley Wealth Management July 2014 - Present
Davis Landscaping May 2013 - September 2013
UBS Wealth Management January 2013 - May 2013
Olympia Moving & Storage May 2012 - September 2012
City Sports September 2010 - January 2012
Baystate Financial Services June 2011 - August 2011
Tuna Striker Pub May 2010 - August 2011
Skills
Customer Service, Microsoft Office, Social Media, Research, Microsoft Excel, PowerPoint, Financial Analysis, Market Research, Finance, Sales, Analysis, Management, CRM, Investments, Marketing, Time Management, Leadership, Teamwork, Data Analysis, New Business Development, Microsoft Word
Education
The Catholic University of America 2009 — 2013
BSBA Finance, Finance, General, 3.5
Central Catholic 2005 — 2009
High School Diploma, College Prep
Sid Huguenin IV, CFP®'s Morgan Stanley Wealth Management Experience July 2008 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2008 - Present
Ferris, Baker Watts, Inc. September 2006 - July 2008
Hertzbach July 2005 - September 2006
Skills
Investment Advisory, Personal Financial..., Business Owner Planning, Retirement, Estate Planning, Estate Tax Planning, Long Term Care Insurance, Investment Management, Certified Financial..., Wealth Management, Alternative Investments, Asset Allocation, Mutual Funds, Series 7
Education
The Johns Hopkins University 2001 — 2005
Bachelor of Arts, Economics, Minor in Entrepreneurship & Management
St. James School
Morgan Stanley Wealth Management July 2008 - Present
Ferris, Baker Watts, Inc. September 2006 - July 2008
Hertzbach July 2005 - September 2006
Skills
Investment Advisory, Personal Financial..., Business Owner Planning, Retirement, Estate Planning, Estate Tax Planning, Long Term Care Insurance, Investment Management, Certified Financial..., Wealth Management, Alternative Investments, Asset Allocation, Mutual Funds, Series 7
Education
The Johns Hopkins University 2001 — 2005
Bachelor of Arts, Economics, Minor in Entrepreneurship & Management
St. James School
Rebecca (Rebecca Spitzer) Biestman Rebecca (Rebecca Spitzer) Biestman's Morgan Stanley Wealth Management Experience June 2007 - May 2008
Job Head of Global Sustainability and Philanthropy, RMS
Industry Philanthropy
Experience
RMS May 2013 - Present
DMGT plc October 2013 - Present
Earth Essentials, Inc. May 2010 - July 2012
Gap Inc. June 2009 - May 2010
Gap Inc. October 2008 - May 2010
Gap Inc. October 2008 - June 2009
Morgan Stanley Wealth Management June 2007 - May 2008
Citi Habitats May 2006 - August 2006
Symantec May 2006 - August 2006
Skills
Leadership, Merchandising, Business Strategy, Public Relations, Strategic Planning, Marketing Management, Competitive Analysis, Retail, Product Development, Public Speaking, Sales Management, Market Research, Entrepreneurship, Data Analysis, Financial Modeling, Project Management, Cross-functional Team..., Management Consulting, Product Marketing, Client Relationship..., Budgeting, Retail Management, Inventory Management, Sales, Sales & Marketing..., Analytics, Corporate Social..., People Development, Online Merchandising, Online Sales, Microsoft Office, Excel, PowerPoint
Education
University of California, Berkeley - Walter A. Haas School of Business
Master of Business Administration (MBA), Marketing/ Corporate Social Responsibility
University of California, Berkeley
BA, Political Science
American University of Paris
Economics, Management
RMS May 2013 - Present
DMGT plc October 2013 - Present
Earth Essentials, Inc. May 2010 - July 2012
Gap Inc. June 2009 - May 2010
Gap Inc. October 2008 - May 2010
Gap Inc. October 2008 - June 2009
Morgan Stanley Wealth Management June 2007 - May 2008
Citi Habitats May 2006 - August 2006
Symantec May 2006 - August 2006
Skills
Leadership, Merchandising, Business Strategy, Public Relations, Strategic Planning, Marketing Management, Competitive Analysis, Retail, Product Development, Public Speaking, Sales Management, Market Research, Entrepreneurship, Data Analysis, Financial Modeling, Project Management, Cross-functional Team..., Management Consulting, Product Marketing, Client Relationship..., Budgeting, Retail Management, Inventory Management, Sales, Sales & Marketing..., Analytics, Corporate Social..., People Development, Online Merchandising, Online Sales, Microsoft Office, Excel, PowerPoint
Education
University of California, Berkeley - Walter A. Haas School of Business
Master of Business Administration (MBA), Marketing/ Corporate Social Responsibility
University of California, Berkeley
BA, Political Science
American University of Paris
Economics, Management
Evan Doynow's Morgan Stanley Wealth Management Experience June 2012 - August 2012
Job Investments Analyst at Citi
Industry Financial Services
Experience
Citi June 2014 - Present
J.P. Morgan June 2013 - August 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Fogel Neale Partners LLC May 2012 - June 2012
Skills
Equities, Portfolio Management, Hedge Funds, Microsoft Office, Microsoft Word, PowerPoint, Mutual Funds, Microsoft Excel, Research, Investments
Education
The George Washington University - School of Business
Finance and International Business
Citi June 2014 - Present
J.P. Morgan June 2013 - August 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Fogel Neale Partners LLC May 2012 - June 2012
Skills
Equities, Portfolio Management, Hedge Funds, Microsoft Office, Microsoft Word, PowerPoint, Mutual Funds, Microsoft Excel, Research, Investments
Education
The George Washington University - School of Business
Finance and International Business
Richard Colligan III Richard Colligan III's Morgan Stanley Wealth Management Experience February 2011 - February 2012
Job Investment Banking Analyst Financial Sponsors Group at Nomura Securities
Industry Investment Banking
Experience
Nomura Securities July 2014 - Present
FBR June 2013 - July 2014
Beta Gamma Sigma - Washington D.C. Chapter June 2012 - May 2013
Capital Performance Group February 2012 - May 2013
Morgan Stanley Wealth Management February 2011 - February 2012
Skills
Bloomberg, Financial Modeling, Valuation, Financial Analysis, Data Analysis, Corporate Finance, Management Consulting, Capital Markets, Investment Banking, Banking, Finance, Investments, Risk Management, Economics, Auditing, Mergers & Acquisitions, Portfolio Management
Education
The George Washington University - School of Business
Bachelor of Business Administration, Finance
Nomura Securities July 2014 - Present
FBR June 2013 - July 2014
Beta Gamma Sigma - Washington D.C. Chapter June 2012 - May 2013
Capital Performance Group February 2012 - May 2013
Morgan Stanley Wealth Management February 2011 - February 2012
Skills
Bloomberg, Financial Modeling, Valuation, Financial Analysis, Data Analysis, Corporate Finance, Management Consulting, Capital Markets, Investment Banking, Banking, Finance, Investments, Risk Management, Economics, Auditing, Mergers & Acquisitions, Portfolio Management
Education
The George Washington University - School of Business
Bachelor of Business Administration, Finance
Elysa Brune Elysa Brune's Morgan Stanley Wealth Management Experience October 2009 - December 2013
Job Accountant at Energy Transfer
Industry Financial Services
Experience
Energy Transfer December 2013 - Present
Morgan Stanley Wealth Management October 2009 - December 2013
Skills
Analysis, Accounting, Mergers & Acquisitions, New Business Development, Asset Allocation, Cold Calling, Financial Analysis, Access, Investments, Marketing, Public Speaking, PowerPoint, Banking, Customer Service, Financial Statements, Risk Management, Financial Accounting, Sales, Microsoft Office, Time Management, Finance, Valuation
Education
The University of Texas at San Antonio 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
Texas Lutheran University 2008 — 2009
Energy Transfer December 2013 - Present
Morgan Stanley Wealth Management October 2009 - December 2013
Skills
Analysis, Accounting, Mergers & Acquisitions, New Business Development, Asset Allocation, Cold Calling, Financial Analysis, Access, Investments, Marketing, Public Speaking, PowerPoint, Banking, Customer Service, Financial Statements, Risk Management, Financial Accounting, Sales, Microsoft Office, Time Management, Finance, Valuation
Education
The University of Texas at San Antonio 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
Texas Lutheran University 2008 — 2009
Jeff Innis's Morgan Stanley Wealth Management Experience October 2011 - December 2014
Job Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2011 - December 2014
TMS Health, LLC September 2003 - August 2011
Precision Response Corporation December 2002 - July 2003
CallTech Communications, LLC August 1997 - October 2002
Skills
Call Centers, Start-ups, Recruiting, Customer Service, Operations Management, Outsourcing, Call Center, Account Management, CRM, Vendor Management, Contact Centers, Cross-functional Team..., Human Resources, Customer Experience, Leadership, Process Improvement, Manage Client..., Financial Services, Management, Competitive Analysis, Customer Relations, BPO, Team Building, Team Leadership, Performance Management, Project Management, Coaching, Program Management, Change Management, Business Process...
Education
The Ohio State University 1986 — 1988
Electrial Engineering
Eastmoor High School 1981 — 1985
Honors Diploma
Morgan Stanley Wealth Management October 2011 - December 2014
TMS Health, LLC September 2003 - August 2011
Precision Response Corporation December 2002 - July 2003
CallTech Communications, LLC August 1997 - October 2002
Skills
Call Centers, Start-ups, Recruiting, Customer Service, Operations Management, Outsourcing, Call Center, Account Management, CRM, Vendor Management, Contact Centers, Cross-functional Team..., Human Resources, Customer Experience, Leadership, Process Improvement, Manage Client..., Financial Services, Management, Competitive Analysis, Customer Relations, BPO, Team Building, Team Leadership, Performance Management, Project Management, Coaching, Program Management, Change Management, Business Process...
Education
The Ohio State University 1986 — 1988
Electrial Engineering
Eastmoor High School 1981 — 1985
Honors Diploma
Byron Hood's Morgan Stanley Wealth Management Experience September 1984 - Present
Job Senior Vice President at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management September 1984 - Present
French American Chamber of Commerce Houston January 2011 - Present
HelpingaHero.org November 2012 - Present
Education
Texas A&M
Petroleum Engineering
Texas A&M University
Petroleum Engineering
Morgan Stanley Wealth Management September 1984 - Present
French American Chamber of Commerce Houston January 2011 - Present
HelpingaHero.org November 2012 - Present
Education
Texas A&M
Petroleum Engineering
Texas A&M University
Petroleum Engineering
Eric Kim's Morgan Stanley Wealth Management Experience 2013 - Present
Job Executive Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2013 - Present
Capital Group Private Client Services December 2012 - June 2013
Citigroup 2007 - 2012
Societe Generale 2006 - 2007
World Bank 2003 - 2005
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Finance
New York University - Robert F. Wagner Graduate School of Public Service 2005 — 2007
MPA, Public Finance
The George Washington University 1999 — 2003
BA, International Economics
Morgan Stanley Wealth Management 2013 - Present
Capital Group Private Client Services December 2012 - June 2013
Citigroup 2007 - 2012
Societe Generale 2006 - 2007
World Bank 2003 - 2005
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Finance
New York University - Robert F. Wagner Graduate School of Public Service 2005 — 2007
MPA, Public Finance
The George Washington University 1999 — 2003
BA, International Economics
Casey Hoover's Morgan Stanley Wealth Management Experience March 2014 - October 2014
Job Physician Contract Analyst
Industry Hospital & Health Care
Experience
Mount Carmel Health System October 2014 - Present
Morgan Stanley Wealth Management March 2014 - October 2014
Proficio Mortgage Ventures, LLC June 2013 - October 2013
JPMorgan Chase November 2011 - April 2013
Morgan Stanley Smith Barney September 2010 - November 2011
Sears Holdings Corporation July 2008 - September 2010
The Ohio State University July 2005 - June 2008
Skills
Banking, Sales, Loans, Investments, Series 7, Mortgage Lending, Financial Services, Mortgage Banking, Customer Service, Loan Origination, Series 63, Software Documentation, Securities, Team Building, Leadership, Management, Customer Satisfaction, Customer Retention, Risk Management, Process Improvement, Analysis, Finance, Credit, Time Management, Auditing, Relationship Management, Team Leadership
Education
The Ohio State University 2003 — 2008
Bachelor of Science, Human Ecology
Mount Carmel Health System October 2014 - Present
Morgan Stanley Wealth Management March 2014 - October 2014
Proficio Mortgage Ventures, LLC June 2013 - October 2013
JPMorgan Chase November 2011 - April 2013
Morgan Stanley Smith Barney September 2010 - November 2011
Sears Holdings Corporation July 2008 - September 2010
The Ohio State University July 2005 - June 2008
Skills
Banking, Sales, Loans, Investments, Series 7, Mortgage Lending, Financial Services, Mortgage Banking, Customer Service, Loan Origination, Series 63, Software Documentation, Securities, Team Building, Leadership, Management, Customer Satisfaction, Customer Retention, Risk Management, Process Improvement, Analysis, Finance, Credit, Time Management, Auditing, Relationship Management, Team Leadership
Education
The Ohio State University 2003 — 2008
Bachelor of Science, Human Ecology
Chris Dunlap's Morgan Stanley Wealth Management Experience May 2005 - February 2006
Job Outside Sales, Electrical Wholesalers, Inc
Industry Wholesale
Experience
US Electrical Services, Inc. April 2014 - Present
Rexel April 2012 - April 2014
Consolidated Electrical Distributors October 2009 - April 2012
Consolidated Electrical Distributors June 2007 - October 2009
Smith Barney June 2005 - February 2006
Morgan Stanley Wealth Management May 2005 - February 2006
Skills
401k, Retirement Planning, Financial Analysis, Forecasting, Corporate Finance, Account Management, New Business Development, Sales Management, Financial Modeling, Business Planning, Financial Reporting, Business Strategy, Management, Negotiation, Pricing, Sales
Education
The University of Connecticut 2003 — 2007
Bachelor of Science, Finance
The University of Connecticut School of Business 2003 — 2007
Bachelors of Science, Finance
University of Connecticut 2003 — 2007
BS, Finance
US Electrical Services, Inc. April 2014 - Present
Rexel April 2012 - April 2014
Consolidated Electrical Distributors October 2009 - April 2012
Consolidated Electrical Distributors June 2007 - October 2009
Smith Barney June 2005 - February 2006
Morgan Stanley Wealth Management May 2005 - February 2006
Skills
401k, Retirement Planning, Financial Analysis, Forecasting, Corporate Finance, Account Management, New Business Development, Sales Management, Financial Modeling, Business Planning, Financial Reporting, Business Strategy, Management, Negotiation, Pricing, Sales
Education
The University of Connecticut 2003 — 2007
Bachelor of Science, Finance
The University of Connecticut School of Business 2003 — 2007
Bachelors of Science, Finance
University of Connecticut 2003 — 2007
BS, Finance
Sukru Saman, CFA, CAIA, FRM's Morgan Stanley Wealth Management Experience 2006 - March 2013
Job Portfolio Manager, Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley April 2013 - Present
Morgan Stanley Wealth Management 2006 - March 2013
Fannie Mae 1999 - 2006
Skills
Alternative Investments, Hedge Funds, Investment Strategies, Portfolio Management, Asset Allocation, Investments, Mutual Funds, Wealth Management, Due Diligence, Fixed Income, Equities, Finance
Education
The George Washington University - School of Business
Morgan Stanley April 2013 - Present
Morgan Stanley Wealth Management 2006 - March 2013
Fannie Mae 1999 - 2006
Skills
Alternative Investments, Hedge Funds, Investment Strategies, Portfolio Management, Asset Allocation, Investments, Mutual Funds, Wealth Management, Due Diligence, Fixed Income, Equities, Finance
Education
The George Washington University - School of Business
Jose A. Salazar's Morgan Stanley Wealth Management Experience November 2013 - Present
Job Senior Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2013 - Present
Citi Wealth Management Latin America August 2009 - November 2013
Citi International Financial Services, Inc. July 2006 - August 2009
UBS Financial Services Inc of Puerto Rico November 2003 - June 2006
UBS International September 1998 - October 2003
Education
The University of Connecticut School of Business 1987 — 1991
Bachelor of Science, Finance
American School of Rio de Janeiro, BR 1985 — 1987
High School Diploma
Colegio Lincoln - Buenos Aires, AR 1984 — 1985
Colegio San Ignacio, San Juan, PR 1982 — 1984
Morgan Stanley Wealth Management November 2013 - Present
Citi Wealth Management Latin America August 2009 - November 2013
Citi International Financial Services, Inc. July 2006 - August 2009
UBS Financial Services Inc of Puerto Rico November 2003 - June 2006
UBS International September 1998 - October 2003
Education
The University of Connecticut School of Business 1987 — 1991
Bachelor of Science, Finance
American School of Rio de Janeiro, BR 1985 — 1987
High School Diploma
Colegio Lincoln - Buenos Aires, AR 1984 — 1985
Colegio San Ignacio, San Juan, PR 1982 — 1984
Joseph Gallo's Morgan Stanley Wealth Management Experience April 2014 - July 2014
Job Senior Counsel, Lincoln Financial Group
Industry Investment Management
Experience
Lincoln Financial Group July 2014 - Present
Morgan Stanley Wealth Management April 2014 - July 2014
SEI Investments August 2007 - April 2014
ICMA-RC 2004 - 2007
U.S. Securities and Exchange Commission September 2003 - December 2003
Skills
Securities, Risk Management, Legal Research, Mutual Funds, Securities Regulation, Mergers, Legal Writing, Commercial Litigation, Corporate Governance, Due Diligence, Private Equity
Education
The Catholic University of America, Columbus School of Law 2001 — 2004
Doctor of Law (J.D.), Law
Pennsylvania State University, University Park, PA
Bachelor of Arts (B.A.)
Lincoln Financial Group July 2014 - Present
Morgan Stanley Wealth Management April 2014 - July 2014
SEI Investments August 2007 - April 2014
ICMA-RC 2004 - 2007
U.S. Securities and Exchange Commission September 2003 - December 2003
Skills
Securities, Risk Management, Legal Research, Mutual Funds, Securities Regulation, Mergers, Legal Writing, Commercial Litigation, Corporate Governance, Due Diligence, Private Equity
Education
The Catholic University of America, Columbus School of Law 2001 — 2004
Doctor of Law (J.D.), Law
Pennsylvania State University, University Park, PA
Bachelor of Arts (B.A.)
Derek C. DeGrass's Morgan Stanley Wealth Management Experience April 2008 - May 2013
Job UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management May 2013 - Present
Morgan Stanley Wealth Management April 2008 - May 2013
Smith Barney May 2004 - April 2008
Boston Red Sox 2003 - 2003
IMG - Chris Evert Tennis Academy April 2001 - September 2001
Education
The College of William and Mary - Marshall Wythe Law School 2001 — 2004
Juris Doctor, Law
Wake Forest University 1997 — 2001
BA with Honors, Economics
UBS Wealth Management May 2013 - Present
Morgan Stanley Wealth Management April 2008 - May 2013
Smith Barney May 2004 - April 2008
Boston Red Sox 2003 - 2003
IMG - Chris Evert Tennis Academy April 2001 - September 2001
Education
The College of William and Mary - Marshall Wythe Law School 2001 — 2004
Juris Doctor, Law
Wake Forest University 1997 — 2001
BA with Honors, Economics
Terry Regan's Morgan Stanley Wealth Management Experience September 2013 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2013 - Present
Raymond James May 2008 - September 2013
Northwestern Mutual Life June 2006 - May 2008
Walsh Jesuit High School August 1995 - June 2006
Education
The University of Akron 1998 — 2002
M.Ed, Administration
Xavier University 1988 — 1992
BSBA, Economics
University of Detroit Jesuit High School and Academy 1986 — 1988
Loyola Academy 1984 — 1988
Morgan Stanley Wealth Management September 2013 - Present
Raymond James May 2008 - September 2013
Northwestern Mutual Life June 2006 - May 2008
Walsh Jesuit High School August 1995 - June 2006
Education
The University of Akron 1998 — 2002
M.Ed, Administration
Xavier University 1988 — 1992
BSBA, Economics
University of Detroit Jesuit High School and Academy 1986 — 1988
Loyola Academy 1984 — 1988
Jordan Shankles's Morgan Stanley Wealth Management Experience January 2010 - Present
Job Relationship Associate at Credit Suisse
Industry Financial Services
Experience
Credit Suisse April 2013 - Present
Morgan Stanley Wealth Management January 2010 - Present
RBC Wealth Management March 2006 - January 2010
Edes Meats January 1998 - January 2005
Skills
Series 66, Series 7, Building Relationships, Self-driven, Selling, Prospect Research, Marketing Communications, Account Management, Sales Management, Customer Service, Relationship Marketing, Marketing, Fitness, Leadership, Problem Solving, Sales Process, Sales, Sales Operations, Strategic Planning, Investments, Management, Marketing Strategy, Finance, Cold Calling, Team Building, New Business Development, Social Media Marketing, Entrepreneurship, Uniform Combined State..., Portfolio Management
Education
Texas Tech University 2000 — 2004
BS, Human Development and Family Studies, General
Credit Suisse April 2013 - Present
Morgan Stanley Wealth Management January 2010 - Present
RBC Wealth Management March 2006 - January 2010
Edes Meats January 1998 - January 2005
Skills
Series 66, Series 7, Building Relationships, Self-driven, Selling, Prospect Research, Marketing Communications, Account Management, Sales Management, Customer Service, Relationship Marketing, Marketing, Fitness, Leadership, Problem Solving, Sales Process, Sales, Sales Operations, Strategic Planning, Investments, Management, Marketing Strategy, Finance, Cold Calling, Team Building, New Business Development, Social Media Marketing, Entrepreneurship, Uniform Combined State..., Portfolio Management
Education
Texas Tech University 2000 — 2004
BS, Human Development and Family Studies, General
Lauren Hrosch's Morgan Stanley Wealth Management Experience September 2012 - Present
Job Director | Global Stock Plan Services at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management September 2012 - Present
Morgan Stanley Smith Barney January 2012 - September 2012
Morgan Stanley Smith Barney March 2011 - January 2012
Morgan Stanley Smith Barney April 2010 - March 2011
Morgan Stanley Smith Barney January 2009 - April 2010
University Flower Shop August 2006 - January 2009
Citi June 2008 - September 2008
Skills
Series 7, Series 63, Banking, Retirement, Wealth Management, Equities, Process Improvement, Financial Services, Securities, Asset Management, Trading, Risk Management, Mutual Funds, Microsoft Office, Customer Service, Management
Education
The Ohio State University Fisher College of Business 2005 — 2008
BSBA, Finance
Morgan Stanley Wealth Management September 2012 - Present
Morgan Stanley Smith Barney January 2012 - September 2012
Morgan Stanley Smith Barney March 2011 - January 2012
Morgan Stanley Smith Barney April 2010 - March 2011
Morgan Stanley Smith Barney January 2009 - April 2010
University Flower Shop August 2006 - January 2009
Citi June 2008 - September 2008
Skills
Series 7, Series 63, Banking, Retirement, Wealth Management, Equities, Process Improvement, Financial Services, Securities, Asset Management, Trading, Risk Management, Mutual Funds, Microsoft Office, Customer Service, Management
Education
The Ohio State University Fisher College of Business 2005 — 2008
BSBA, Finance
Willy Gibson's Morgan Stanley Wealth Management Experience October 2012 - September 2013
Job Telecommunications Specialist at Ohio Department of Public Safety
Industry Government Administration
Experience
Ohio Department of Public Safety July 2015 - Present
Huntington National Bank April 2014 - July 2015
Morgan Stanley Wealth Management October 2012 - September 2013
JPMorgan Chase September 2011 - August 2012
JP Morgan Chase August 2010 - August 2011
JPMorgan Chase May 2009 - August 2010
Aetna, INC. 2007 - 2009
Ohio Secretary of State 2006 - 2007
Ohio Treasurer of State 2005 - 2006
Ohio Department of Commerce 2003 - 2005
Skills
Public Speaking, Media Relations, Social Media, Crisis Communications, Marketing, Non-profits, Customer Service, Fundraising, Strategic Communications, Speech Writing, Public Relations, Press Releases, Policy
Education
The Ohio State University 1992 — 1999
Bachelor of Arts (BA)
Buchtel High School 1988 — 1992
Ohio Department of Public Safety July 2015 - Present
Huntington National Bank April 2014 - July 2015
Morgan Stanley Wealth Management October 2012 - September 2013
JPMorgan Chase September 2011 - August 2012
JP Morgan Chase August 2010 - August 2011
JPMorgan Chase May 2009 - August 2010
Aetna, INC. 2007 - 2009
Ohio Secretary of State 2006 - 2007
Ohio Treasurer of State 2005 - 2006
Ohio Department of Commerce 2003 - 2005
Skills
Public Speaking, Media Relations, Social Media, Crisis Communications, Marketing, Non-profits, Customer Service, Fundraising, Strategic Communications, Speech Writing, Public Relations, Press Releases, Policy
Education
The Ohio State University 1992 — 1999
Bachelor of Arts (BA)
Buchtel High School 1988 — 1992
Tayo Ayeni's Morgan Stanley Wealth Management Experience 2012 - January 2013
Job Financial Analyst at Citi
Industry Financial Services
Experience
Citi January 2013 - Present
Morgan Stanley Wealth Management 2012 - January 2013
Conseco February 2005 - March 2011
Skills
Insurance, Health Insurance, Life Insurance, Term Life Insurance, Business Analysis, Financial Analysis, Fixed Annuities, Claim, Risk Management, Long-term Care, Management, Leadership, Team Building, Microsoft Office, Sales, Accounting, Investments, Securities, Mutual Funds, Financial Services, Financial Markets, Employee Benefits
Education
The Ohio State University 1999 — 2002
BSc
Citi January 2013 - Present
Morgan Stanley Wealth Management 2012 - January 2013
Conseco February 2005 - March 2011
Skills
Insurance, Health Insurance, Life Insurance, Term Life Insurance, Business Analysis, Financial Analysis, Fixed Annuities, Claim, Risk Management, Long-term Care, Management, Leadership, Team Building, Microsoft Office, Sales, Accounting, Investments, Securities, Mutual Funds, Financial Services, Financial Markets, Employee Benefits
Education
The Ohio State University 1999 — 2002
BSc
Lloyd Perez's Morgan Stanley Wealth Management Experience Technical AnalystMorgan Stanley Wealth ManagementMarch 2013 - Present
Job Technical Analyst at Morgan Stanley Smith Barney
Industry Information Technology and Services
Experience
Morgan Stanley Wealth Management Technical AnalystMorgan Stanley Wealth ManagementMarch 2013 - Present
Morgan Stanley Smith Barney July 2008 - March 2013
Citi Group September 2007 - July 2008
Perot Systems 2007 - 2007
Capgemini Energy 2004 - 2007
TXU 2000 - 2004
Texas A&M University-Kingsville 1995 - 2000
Skills
SharePoint, IT Service Management, ITIL, Incident Management, Visio, Disaster Recovery, Business Analysis, Troubleshooting, SDLC, Vendor Management, Project Management, BMC Remedy, VMware, Active Directory, IT Management, Risk Management, Technical Support, Process Improvement, Service Delivery, Data Center, Software Documentation
Education
Texas A&M University-Kingsville 1995 — 2000
BS, Electrical Engineering
Morgan Stanley Wealth Management Technical AnalystMorgan Stanley Wealth ManagementMarch 2013 - Present
Morgan Stanley Smith Barney July 2008 - March 2013
Citi Group September 2007 - July 2008
Perot Systems 2007 - 2007
Capgemini Energy 2004 - 2007
TXU 2000 - 2004
Texas A&M University-Kingsville 1995 - 2000
Skills
SharePoint, IT Service Management, ITIL, Incident Management, Visio, Disaster Recovery, Business Analysis, Troubleshooting, SDLC, Vendor Management, Project Management, BMC Remedy, VMware, Active Directory, IT Management, Risk Management, Technical Support, Process Improvement, Service Delivery, Data Center, Software Documentation
Education
Texas A&M University-Kingsville 1995 — 2000
BS, Electrical Engineering
Jordan Wertz's Morgan Stanley Wealth Management Experience December 2010 - January 2015
Job Fiduciary Supervision Officer | VP @ Chase Wealth Management
Industry Financial Services
Experience
J.P. Morgan Chase Wealth Management July 2015 - Present
Citi January 2015 - June 2015
Morgan Stanley Wealth Management December 2010 - January 2015
Republic National Distributing Company May 2010 - September 2010
Alloy Media + Marketing April 2007 - December 2007
Skills
Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Marketing, Leadership, Microsoft Word, Sales, Event Planning, Social Media, Financial Analysis, Management, Time Management, Outlook, Strategic Financial..., Social Media Marketing, Social Networking, Data Analysis, Strategic Planning
Education
The Ohio State University 2002 — 2008
Bachelor of Science (B.S.), Health/Health Care Administration/Management
The Ohio State University 2002 — 2008
Bachelor's degree, Health/Health Care Administration/Management
J.P. Morgan Chase Wealth Management July 2015 - Present
Citi January 2015 - June 2015
Morgan Stanley Wealth Management December 2010 - January 2015
Republic National Distributing Company May 2010 - September 2010
Alloy Media + Marketing April 2007 - December 2007
Skills
Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Marketing, Leadership, Microsoft Word, Sales, Event Planning, Social Media, Financial Analysis, Management, Time Management, Outlook, Strategic Financial..., Social Media Marketing, Social Networking, Data Analysis, Strategic Planning
Education
The Ohio State University 2002 — 2008
Bachelor of Science (B.S.), Health/Health Care Administration/Management
The Ohio State University 2002 — 2008
Bachelor's degree, Health/Health Care Administration/Management
David Matzko's Morgan Stanley Wealth Management Experience January 2012 - Present
Job Masters Educated, Experienced Financial Advisor/Analyst
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2012 - Present
Transamerica Retirement Solutions April 2011 - January 2012
Merrill Lynch October 2009 - February 2011
Fidelity Investments April 2006 - December 2008
Fidelity Investments July 2000 - December 2008
Fidelity Investments January 1998 - July 2000
Fidelity Investments September 1996 - January 1998
Seaman Corporation June 1995 - October 1995
Skills
Investments, Portfolio Management, CRM, Management, Trading, Finance, Market Research, Asset Management, Microsoft Excel, Series 7, Wealth Management, Sales, Investment Strategies, Leadership, Securities, Financial Advisory, Series 63
Education
University of Cincinnati College of Business 2006 — 2008
M.S., Finance
Xavier University - Williams College of Business 1999 — 2003
M.B.A., Business Administration
The College of Wooster 1992 — 1996
B.A., Economics/Political Science
Morgan Stanley Wealth Management January 2012 - Present
Transamerica Retirement Solutions April 2011 - January 2012
Merrill Lynch October 2009 - February 2011
Fidelity Investments April 2006 - December 2008
Fidelity Investments July 2000 - December 2008
Fidelity Investments January 1998 - July 2000
Fidelity Investments September 1996 - January 1998
Seaman Corporation June 1995 - October 1995
Skills
Investments, Portfolio Management, CRM, Management, Trading, Finance, Market Research, Asset Management, Microsoft Excel, Series 7, Wealth Management, Sales, Investment Strategies, Leadership, Securities, Financial Advisory, Series 63
Education
University of Cincinnati College of Business 2006 — 2008
M.S., Finance
Xavier University - Williams College of Business 1999 — 2003
M.B.A., Business Administration
The College of Wooster 1992 — 1996
B.A., Economics/Political Science
Gary Merryman II's Morgan Stanley Wealth Management Experience September 2012 - Present
Job Regional Leader at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2012 - Present
JPMorgan Chase September 2005 - February 2010
Stifel Nicolaus August 1998 - July 2005
Skills
Portfolio Management, Securities, Equities, Financial Services, Finance, Series 7, Banking, Trading, Financial Advisory, Sales, Brokerage, Retail, Mutual Funds, Leadership, Wealth Management
Education
The Ohio State University 1991 — 1995
BS, Finance
Morgan Stanley Wealth Management September 2012 - Present
JPMorgan Chase September 2005 - February 2010
Stifel Nicolaus August 1998 - July 2005
Skills
Portfolio Management, Securities, Equities, Financial Services, Finance, Series 7, Banking, Trading, Financial Advisory, Sales, Brokerage, Retail, Mutual Funds, Leadership, Wealth Management
Education
The Ohio State University 1991 — 1995
BS, Finance
Derek Harmon's Morgan Stanley Wealth Management Experience July 2011 - February 2015
Job Java Developer at State Auto Insurance
Industry Information Technology and Services
Experience
State Auto Insurance February 2015 - Present
Morgan Stanley Wealth Management July 2011 - February 2015
Huntington National Bank March 2010 - July 2011
Skills
JavaScript, HTML, CSS, jQuery, Java, PHP, MySQL, Linux
Education
Walden University 2013 — 2015
Master's Degree, Information Technology
The Ohio State University 2006 — 2009
B.S.
State Auto Insurance February 2015 - Present
Morgan Stanley Wealth Management July 2011 - February 2015
Huntington National Bank March 2010 - July 2011
Skills
JavaScript, HTML, CSS, jQuery, Java, PHP, MySQL, Linux
Education
Walden University 2013 — 2015
Master's Degree, Information Technology
The Ohio State University 2006 — 2009
B.S.
Frank Michael DiPascali's Morgan Stanley Wealth Management Experience June 2014 - Present
Job Business Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2014 - Present
Morgan Stanley Wealth Management January 2013 - June 2014
Morgan Stanley January 2011 - January 2013
Skills
Leadership Development, Project Management, Risk Management, Management, Microsoft Excel, Financial Services, Asset Based Lending, PowerPoint, Securities Lending, Data Analysis, Social Media, Financial Analysis, Loan Origination, Access, SharePoint, Financial Markets, Economics, Presentation Design, Writing, Editing, Problem Solving, Outlook, Social Networking, Analytical Reasoning, Interpersonal..., WordPress, Social Innovation, Integrity, Social Media Marketing, Content Management, Content Writing, Instagram, Finance, Leadership, Analysis, Financial Modeling
Education
Villanova University 2007 — 2010
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science 2008 — 2008
Economics - E-Business in the Digital Age
Morgan Stanley Wealth Management June 2014 - Present
Morgan Stanley Wealth Management January 2013 - June 2014
Morgan Stanley January 2011 - January 2013
Skills
Leadership Development, Project Management, Risk Management, Management, Microsoft Excel, Financial Services, Asset Based Lending, PowerPoint, Securities Lending, Data Analysis, Social Media, Financial Analysis, Loan Origination, Access, SharePoint, Financial Markets, Economics, Presentation Design, Writing, Editing, Problem Solving, Outlook, Social Networking, Analytical Reasoning, Interpersonal..., WordPress, Social Innovation, Integrity, Social Media Marketing, Content Management, Content Writing, Instagram, Finance, Leadership, Analysis, Financial Modeling
Education
Villanova University 2007 — 2010
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science 2008 — 2008
Economics - E-Business in the Digital Age
Amadi Nze's Morgan Stanley Wealth Management Experience March 2014 - April 2015
Job Business Development Officer at Milliman Financial Risk Management
Industry Financial Services
Experience
Milliman July 2015 - Present
Morgan Stanley Wealth Management March 2014 - April 2015
Morgan Stanley May 2011 - March 2014
Rochdale Investment Management January 2011 - June 2011
Skills
Series 63, Series 7, Bloomberg, Investments, Equities, Capital Markets, Financial Analysis, Asset Allocation, Portfolio Management, Asset Managment, Wealth Management, Securities, Investment Advisory, Mutual Funds, Investment Strategies, Variable Annuities, Financial Services, Retirement Planning, Fixed Income
Education
The George Washington University 2002 — 2007
Bachelor of Business Administration (B.B.A.), International Business
McDonogh 1990 — 2002
Milliman July 2015 - Present
Morgan Stanley Wealth Management March 2014 - April 2015
Morgan Stanley May 2011 - March 2014
Rochdale Investment Management January 2011 - June 2011
Skills
Series 63, Series 7, Bloomberg, Investments, Equities, Capital Markets, Financial Analysis, Asset Allocation, Portfolio Management, Asset Managment, Wealth Management, Securities, Investment Advisory, Mutual Funds, Investment Strategies, Variable Annuities, Financial Services, Retirement Planning, Fixed Income
Education
The George Washington University 2002 — 2007
Bachelor of Business Administration (B.B.A.), International Business
McDonogh 1990 — 2002
Topher Anderson, CMT, CRPC®'s Morgan Stanley Wealth Management Experience 2013 - 2014
Job Head of Investments at The Brand Company
Industry Investment Management
Experience
The Brand Company 2015 - Present
Morgan Stanley Wealth Management 2013 - 2014
AlixPartners 2008 - 2012
AlixPartners 2005 - 2008
AlixPartners 2002 - 2005
Cornerstone Securities 1999 - 2002
William O'Neil + Co. Inc. 1998 - 1999
William O'Neil + Co. Inc. 1997 - 1998
Skills
Restructuring, Data Analysis, Financial Analysis, Portfolio Management, Equity Research, Electronic Trading, Trading, Trading Systems, Equity Trading, Technical Analysis, Fundamental Analysis, Financial Modeling, Data Modeling, Claims Resolution, Project Management, Chapter 11, Financial Reporting, Financial Statements, Turnaround Experience, Equity Research Analysis, Stock Research, Stock Trading, Swing Trading, Trading Psychology, Momentum Trading, Chart Analysis, Stock Market Analysis, Investment Selection, Quantitative Investment..., Retirement Planning, Asset Allocation, Asset Management, Wealth Management, Tactical Asset..., Investments, Alternative Investments, Hedge Funds, Managed Futures, Market Neutral, CRPC, Strategic Financial..., Investment Advisory, Investment Strategies, Investment Management, Variable Annuities, Indexed Annuities, Estate Planning, Qualified Retirement..., Non-Qualified Deferred..., Financial Advisory
Education
University of Kansas
Bachelor Of Science, Business Administration
Texas Christian University
Masters Business Administration, Finance
Heritage High School
The Brand Company 2015 - Present
Morgan Stanley Wealth Management 2013 - 2014
AlixPartners 2008 - 2012
AlixPartners 2005 - 2008
AlixPartners 2002 - 2005
Cornerstone Securities 1999 - 2002
William O'Neil + Co. Inc. 1998 - 1999
William O'Neil + Co. Inc. 1997 - 1998
Skills
Restructuring, Data Analysis, Financial Analysis, Portfolio Management, Equity Research, Electronic Trading, Trading, Trading Systems, Equity Trading, Technical Analysis, Fundamental Analysis, Financial Modeling, Data Modeling, Claims Resolution, Project Management, Chapter 11, Financial Reporting, Financial Statements, Turnaround Experience, Equity Research Analysis, Stock Research, Stock Trading, Swing Trading, Trading Psychology, Momentum Trading, Chart Analysis, Stock Market Analysis, Investment Selection, Quantitative Investment..., Retirement Planning, Asset Allocation, Asset Management, Wealth Management, Tactical Asset..., Investments, Alternative Investments, Hedge Funds, Managed Futures, Market Neutral, CRPC, Strategic Financial..., Investment Advisory, Investment Strategies, Investment Management, Variable Annuities, Indexed Annuities, Estate Planning, Qualified Retirement..., Non-Qualified Deferred..., Financial Advisory
Education
University of Kansas
Bachelor Of Science, Business Administration
Texas Christian University
Masters Business Administration, Finance
Heritage High School
Steven Benvin's Morgan Stanley Wealth Management Experience May 2011 - Present
Job at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2011 - Present
Skills
Financial Analysis, Microsoft Excel, Microsoft Office
Education
The Ohio State University Fisher College of Business 2007 — 2011
Morgan Stanley Wealth Management May 2011 - Present
Skills
Financial Analysis, Microsoft Excel, Microsoft Office
Education
The Ohio State University Fisher College of Business 2007 — 2011
R David Canaday's Morgan Stanley Wealth Management Experience January 1991 - February 2013
Job Planning in the areas of Estate, Business and Insurance planning, with professionals and their key clients;
Industry Financial Services
Experience
Time Financial/Crump/BB&T February 2013 - Present
Morgan Stanley Wealth Management January 1991 - February 2013
Merrill Lynch January 1980 - December 1989
Skills
Wealth Management, Retirement Planning, Wealth Management..., Mutual Funds, Asset Allocation, Investments, Fixed Annuities, Series 7, Financial Planners, Financial Services, Alternative Investments, Retirement, Asset Management, Estate Planning, Business Planning
Education
The American College 2004 — 2007
Masters of Science in Financial Services, MSFS®,, Planning, Finance, Banking, Insurance Taxation
The American College 1997 — 1999
Chartered Financial Consultant , ChFC®,, Financial Planning and Services
The American College 1995 — 1998
Chartered Life Underwritter, CLU®,, Insurance Planning and Services
The American College 1975 — 1977
Life Underwriting Training Councel Fellow, LUTCF®,, Insurance Planning and Services
Time Financial/Crump/BB&T February 2013 - Present
Morgan Stanley Wealth Management January 1991 - February 2013
Merrill Lynch January 1980 - December 1989
Skills
Wealth Management, Retirement Planning, Wealth Management..., Mutual Funds, Asset Allocation, Investments, Fixed Annuities, Series 7, Financial Planners, Financial Services, Alternative Investments, Retirement, Asset Management, Estate Planning, Business Planning
Education
The American College 2004 — 2007
Masters of Science in Financial Services, MSFS®,, Planning, Finance, Banking, Insurance Taxation
The American College 1997 — 1999
Chartered Financial Consultant , ChFC®,, Financial Planning and Services
The American College 1995 — 1998
Chartered Life Underwritter, CLU®,, Insurance Planning and Services
The American College 1975 — 1977
Life Underwriting Training Councel Fellow, LUTCF®,, Insurance Planning and Services
Todd Hutchinson's Morgan Stanley Wealth Management Experience December 2006 - Present
Job Wealth Management at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management December 2006 - Present
Morgan Stanley 2005 - 2006
Nationwide Insurance 1990 - 2005
Skills
Investments, Portfolio Management, Retirement Planning, Financial Analysis, Financial Services, Strategic Planning, Mutual Funds
Education
University of Virginia 1985 — 1989
BA, English
Severn School
The George Washington University - School of Business
MBA
Morgan Stanley Wealth Management December 2006 - Present
Morgan Stanley 2005 - 2006
Nationwide Insurance 1990 - 2005
Skills
Investments, Portfolio Management, Retirement Planning, Financial Analysis, Financial Services, Strategic Planning, Mutual Funds
Education
University of Virginia 1985 — 1989
BA, English
Severn School
The George Washington University - School of Business
MBA
Scott Roth's Morgan Stanley Wealth Management Experience 2007 - 2007
Job Assistant Vice President at Citi
Industry Financial Services
Experience
Citi August 2015 - Present
Citi July 2014 - Present
Barclays Capital October 2012 - July 2014
Marcus & Millichap 2012 - October 2012
SIFMA 2010 - 2010
Atrato Advisors LLC 2010 - 2010
Campus Socialite Media 2008 - 2010
Morgan Stanley Wealth Management 2007 - 2007
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2012 — 2012
University of Maryland College Park 2004 — 2008
BA, Economics
Citi August 2015 - Present
Citi July 2014 - Present
Barclays Capital October 2012 - July 2014
Marcus & Millichap 2012 - October 2012
SIFMA 2010 - 2010
Atrato Advisors LLC 2010 - 2010
Campus Socialite Media 2008 - 2010
Morgan Stanley Wealth Management 2007 - 2007
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2012 — 2012
University of Maryland College Park 2004 — 2008
BA, Economics
David Beeching's Morgan Stanley Wealth Management Experience May 2011 - February 2013
Job Realtor at Coldwell Banker Heritage Realtors, Dayton
Industry Real Estate
Experience
Coldwell Banker Heritage Realtors, Dayton 2015 - Present
Full Circle Action Fund September 2014 - Present
Grassroots Campaigns January 2014 - August 2014
Infinera March 2013 - August 2013
Morgan Stanley Wealth Management May 2011 - February 2013
Repower America February 2010 - January 2011
Environment Ohio May 2009 - September 2009
Target Corporation July 2007 - July 2009
Ohio National Guard October 2002 - January 2008
Skills
Fundraising, Event Planning, Leadership, Volunteer Recruiting, Recruiting, Employee Training, Canvassing, Elections, Management, Community Outreach, Non-profits, Public Speaking, Social Media, Editing, Volunteer Management, Research, Microsoft Office, Human Resources, Political Campaigns, Community Organizing, Nonprofits
Education
The Ohio State University 2004 — 2008
Bachelor of Arts Degree, Film Production
Coldwell Banker Heritage Realtors, Dayton 2015 - Present
Full Circle Action Fund September 2014 - Present
Grassroots Campaigns January 2014 - August 2014
Infinera March 2013 - August 2013
Morgan Stanley Wealth Management May 2011 - February 2013
Repower America February 2010 - January 2011
Environment Ohio May 2009 - September 2009
Target Corporation July 2007 - July 2009
Ohio National Guard October 2002 - January 2008
Skills
Fundraising, Event Planning, Leadership, Volunteer Recruiting, Recruiting, Employee Training, Canvassing, Elections, Management, Community Outreach, Non-profits, Public Speaking, Social Media, Editing, Volunteer Management, Research, Microsoft Office, Human Resources, Political Campaigns, Community Organizing, Nonprofits
Education
The Ohio State University 2004 — 2008
Bachelor of Arts Degree, Film Production
Kevin Seabolt's Morgan Stanley Wealth Management Experience February 2012 - Present
Job FA Marketing and Social Media at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2012 - Present
Seoul Metropolitan Office of Education August 2010 - August 2011
Homeport June 2010 - August 2010
Skills
Marketing, Microsoft Office, Research, Data Analysis, Market Research, Financial Analysis, Social Media, Social Media Marketing, Microsoft Word, PowerPoint, Strategic Planning
Education
The Ohio State University 2004 — 2009
Bachelors, Economics, International Studies, Aviation
Morgan Stanley Wealth Management February 2012 - Present
Seoul Metropolitan Office of Education August 2010 - August 2011
Homeport June 2010 - August 2010
Skills
Marketing, Microsoft Office, Research, Data Analysis, Market Research, Financial Analysis, Social Media, Social Media Marketing, Microsoft Word, PowerPoint, Strategic Planning
Education
The Ohio State University 2004 — 2009
Bachelors, Economics, International Studies, Aviation
Catherine Morrison-Stokely's Morgan Stanley Wealth Management Experience June 1999 - July 2014
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2014 - Present
Morgan Stanley Wealth Management June 1999 - July 2014
Bank of America 1994 - 1999
Skills
Financial Advisory, Investment Strategies, College Education..., Retirement Planning, Tax Efficient Strategies, Wealth Preservation, Asset Allocation, Strategic Planning
Education
Texas State University-San Marcos 1984 — 1988
BBA, Finance
Wells Fargo Advisors July 2014 - Present
Morgan Stanley Wealth Management June 1999 - July 2014
Bank of America 1994 - 1999
Skills
Financial Advisory, Investment Strategies, College Education..., Retirement Planning, Tax Efficient Strategies, Wealth Preservation, Asset Allocation, Strategic Planning
Education
Texas State University-San Marcos 1984 — 1988
BBA, Finance
Nick Tomaselli's Morgan Stanley Wealth Management Experience March 2011 - December 2014
Job Business Consultant at NICE Systems
Industry Information Technology and Services
Experience
NICE Systems December 2014 - Present
Morgan Stanley Wealth Management March 2011 - December 2014
Skills
Data Analysis, Quality Assurance, Management, Finance, Quantitative Analytics, Customer Experience, Databases, Project Management, NICE Call Recording, Analysis, Microsoft Excel, Training, Customer Support, Business Analysis, Analytics, Quality Management
Education
The Ohio State University
Bachelor of Arts (B.A.), Communication and Media Studies
NICE Systems December 2014 - Present
Morgan Stanley Wealth Management March 2011 - December 2014
Skills
Data Analysis, Quality Assurance, Management, Finance, Quantitative Analytics, Customer Experience, Databases, Project Management, NICE Call Recording, Analysis, Microsoft Excel, Training, Customer Support, Business Analysis, Analytics, Quality Management
Education
The Ohio State University
Bachelor of Arts (B.A.), Communication and Media Studies
Daniel Grant Higgins's Morgan Stanley Wealth Management Experience May 2010 - August 2011
Job Graduate of Texas Christian University
Industry Banking
Experience
Morgan Stanley Wealth Management May 2010 - August 2011
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Financial Statements
Education
Texas Christian University 2009 — 2013
Bachelor of Science (B.S.), Economics, Finance
Morgan Stanley Wealth Management May 2010 - August 2011
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Financial Statements
Education
Texas Christian University 2009 — 2013
Bachelor of Science (B.S.), Economics, Finance
Mike Casher's Morgan Stanley Wealth Management Experience May 2012 - October 2013
Job Risk Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Asset Management September 2014 - October 2015
Rasadanupraditanusorn School October 2013 - April 2014
Morgan Stanley Wealth Management May 2012 - October 2013
Paladin Protective Systems Inc. January 2011 - October 2011
Skills
CCTV, Budgets, KYC, USA PATRIOT Act, FINRA, OFAC, Bank Secrecy Act
Education
The Ohio State University 2005 — 2010
B.A., Economics
J.P. Morgan Asset Management September 2014 - October 2015
Rasadanupraditanusorn School October 2013 - April 2014
Morgan Stanley Wealth Management May 2012 - October 2013
Paladin Protective Systems Inc. January 2011 - October 2011
Skills
CCTV, Budgets, KYC, USA PATRIOT Act, FINRA, OFAC, Bank Secrecy Act
Education
The Ohio State University 2005 — 2010
B.A., Economics
Philip Sifakis's Morgan Stanley Wealth Management Experience May 2014 - Present
Job Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2014 - Present
UBS March 2012 - May 2014
SYMX Financial Corp. August 2011 - March 2012
Piraeus Bank February 2010 - June 2010
ATEbank October 2009 - February 2010
Solidus Securities S.A. June 2009 - September 2009
Solidus Securities S.A. June 2008 - September 2008
Skills
Financial Analysis, Financial Modeling, Excel, Data Analysis, VBA
Education
London School of Economics and Political Science, U. of London 2006 — 2010
Bachelor of Science, Banking and Finance
Morgan Stanley Wealth Management May 2014 - Present
UBS March 2012 - May 2014
SYMX Financial Corp. August 2011 - March 2012
Piraeus Bank February 2010 - June 2010
ATEbank October 2009 - February 2010
Solidus Securities S.A. June 2009 - September 2009
Solidus Securities S.A. June 2008 - September 2008
Skills
Financial Analysis, Financial Modeling, Excel, Data Analysis, VBA
Education
London School of Economics and Political Science, U. of London 2006 — 2010
Bachelor of Science, Banking and Finance
Christopher Gawley's Morgan Stanley Wealth Management Experience June 2005 - March 2014
Job First Vice President at Bank Leumi USA
Industry Financial Services
Experience
Bank Leumi USA March 2014 - Present
Mount Saint Mary College October 2010 - Present
Morgan Stanley Wealth Management June 2005 - March 2014
Cleary Gottlieb Steen & Hamilton LLP May 2000 - May 2005
U.S. District Court January 2002 - January 2003
Charapp Deese & Weiss May 1999 - April 2000
United States Navy May 1991 - September 1996
State's Attorney: New Haven Judicial District January 1992 - May 1992
Connecticut General Assembly January 1991 - May 1991
Skills
Securities Regulation, Securities, Litigation, Legal Research, Commercial Litigation, Legal Writing, Corporate Law, Corporate Governance, Securities Litigation, Internal Investigations, Arbitration, Civil Litigation, Private Investigations
Education
The George Washington University Law School 1998 — 2001
JD, Law, GPA: 3.64 (Top 10%) (High Honors)
University of Massachusetts Boston 1992 — 1994
BA, Political Science, GPA: 3.72 (Magna Cum Laude)
Pompton Lakes High School
Bank Leumi USA March 2014 - Present
Mount Saint Mary College October 2010 - Present
Morgan Stanley Wealth Management June 2005 - March 2014
Cleary Gottlieb Steen & Hamilton LLP May 2000 - May 2005
U.S. District Court January 2002 - January 2003
Charapp Deese & Weiss May 1999 - April 2000
United States Navy May 1991 - September 1996
State's Attorney: New Haven Judicial District January 1992 - May 1992
Connecticut General Assembly January 1991 - May 1991
Skills
Securities Regulation, Securities, Litigation, Legal Research, Commercial Litigation, Legal Writing, Corporate Law, Corporate Governance, Securities Litigation, Internal Investigations, Arbitration, Civil Litigation, Private Investigations
Education
The George Washington University Law School 1998 — 2001
JD, Law, GPA: 3.64 (Top 10%) (High Honors)
University of Massachusetts Boston 1992 — 1994
BA, Political Science, GPA: 3.72 (Magna Cum Laude)
Pompton Lakes High School
Andrew Zilch's Morgan Stanley Wealth Management Experience May 2012 - August 2012
Job Securities Processing Assistant at Citi
Industry Insurance
Experience
Citi January 2013 - Present
Morgan Stanley Wealth Management May 2012 - August 2012
Nationwide Financial July 2011 - January 2012
The Ohio State University January 2007 - November 2007
Skills
Lotus Notes, Microsoft Excel, Financial Analysis, Microsoft Word, PowerPoint, Customer Service, Microsoft Office, Data Analysis, Insurance, Access, Banking, Financial Modeling, Time Management, Outlook
Education
The Ohio State University 2005 — 2011
BA, Actuarial Science
The Ohio State University - The Max M. Fisher College of Business 2005 — 2011
BSBA, Economics
Citi January 2013 - Present
Morgan Stanley Wealth Management May 2012 - August 2012
Nationwide Financial July 2011 - January 2012
The Ohio State University January 2007 - November 2007
Skills
Lotus Notes, Microsoft Excel, Financial Analysis, Microsoft Word, PowerPoint, Customer Service, Microsoft Office, Data Analysis, Insurance, Access, Banking, Financial Modeling, Time Management, Outlook
Education
The Ohio State University 2005 — 2011
BA, Actuarial Science
The Ohio State University - The Max M. Fisher College of Business 2005 — 2011
BSBA, Economics
Melissa Jo Brady-Snyder's Morgan Stanley Wealth Management Experience October 2013 - Present
Job Banking and Lending Specialist at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2013 - Present
Chick-fil-A October 2013 - Present
O'Charley's August 2012 - July 2013
JPMorgan Chase November 2008 - March 2013
Commercial Savings Bank June 2006 - July 2008
The Village Family Restaurant August 2004 - July 2008
The Ohio State University September 2004 - June 2007
The Ohio State University September 2004 - June 2007
Skills
Banking, Loans, Credit, Financial Services, Risk Management, Fixed Income, Securities, Process Improvement, Portfolio Management, Credit Analysis, Financial Analysis, Mutual Funds, Equities, Call Centers, Business Analysis, FHA, Loss Mitigation
Education
The Ohio State University - The Max M. Fisher College of Business 2004 — 2008
Bachelor of Applied Science (BASc), Business/Managerial Economics
The Ohio State University - The Max M. Fisher College of Business 2004 — 2008
Bachelor of Applied Science (BASc), Accounting
Upper Sandusky High School 2000 — 2004
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Morgan Stanley Wealth Management October 2013 - Present
Chick-fil-A October 2013 - Present
O'Charley's August 2012 - July 2013
JPMorgan Chase November 2008 - March 2013
Commercial Savings Bank June 2006 - July 2008
The Village Family Restaurant August 2004 - July 2008
The Ohio State University September 2004 - June 2007
The Ohio State University September 2004 - June 2007
Skills
Banking, Loans, Credit, Financial Services, Risk Management, Fixed Income, Securities, Process Improvement, Portfolio Management, Credit Analysis, Financial Analysis, Mutual Funds, Equities, Call Centers, Business Analysis, FHA, Loss Mitigation
Education
The Ohio State University - The Max M. Fisher College of Business 2004 — 2008
Bachelor of Applied Science (BASc), Business/Managerial Economics
The Ohio State University - The Max M. Fisher College of Business 2004 — 2008
Bachelor of Applied Science (BASc), Accounting
Upper Sandusky High School 2000 — 2004
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Cyndy Ranzau's Morgan Stanley Wealth Management Experience September 2009 - January 2013
Job Selfemployed Copy Editor
Industry Writing and Editing
Experience
Self-employed January 2012 - Present
RBC Wealth Management January 2013 - Present
Morgan Stanley Wealth Management September 2009 - January 2013
UBS January 2008 - January 2009
Meristem 2001 - 2007
US Bancorp Piper Jaffray January 2000 - January 2001
Skills
Copy Editing, Series 7, Series 66, Certified Financial..., Accredited Domestic..., Money Guide Pro, NaviPlan
Education
University of Minnesota-Twin Cities 1997 — 2000
BA, International Relations
The American College
Master of Science (MS), Financial Services
Self-employed January 2012 - Present
RBC Wealth Management January 2013 - Present
Morgan Stanley Wealth Management September 2009 - January 2013
UBS January 2008 - January 2009
Meristem 2001 - 2007
US Bancorp Piper Jaffray January 2000 - January 2001
Skills
Copy Editing, Series 7, Series 66, Certified Financial..., Accredited Domestic..., Money Guide Pro, NaviPlan
Education
University of Minnesota-Twin Cities 1997 — 2000
BA, International Relations
The American College
Master of Science (MS), Financial Services
Jack Lung's Morgan Stanley Wealth Management Experience March 2014 - Present
Job Business Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2014 - Present
Merrill Lynch January 2007 - February 2014
Skills
Wealth Management, Systems Analysis, System Architecture, Business Analysis, Check 21, Dodd-Frank, Electronic Funds..., Mutual Funds, Project Management, Project Estimation, Software Quality..., Software Documentation, Retail Banking, Remote Deposit Capture, Vendor Management
Education
The Johns Hopkins University 1992 — 1996
Bachelor of Science (BS), Electrical and Computer Engineering
Morgan Stanley Wealth Management March 2014 - Present
Merrill Lynch January 2007 - February 2014
Skills
Wealth Management, Systems Analysis, System Architecture, Business Analysis, Check 21, Dodd-Frank, Electronic Funds..., Mutual Funds, Project Management, Project Estimation, Software Quality..., Software Documentation, Retail Banking, Remote Deposit Capture, Vendor Management
Education
The Johns Hopkins University 1992 — 1996
Bachelor of Science (BS), Electrical and Computer Engineering
Jennifer Willison's Morgan Stanley Wealth Management Experience October 2011 - Present
Job Service Professional at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2011 - Present
Advance Industrial Manufacturing February 2008 - September 2011
Archiver's May 2010 - October 2010
Education
The Ohio State University 2005 — 2010
Bachelor of Fine Arts (BFA), Sculpture
Morgan Stanley Wealth Management October 2011 - Present
Advance Industrial Manufacturing February 2008 - September 2011
Archiver's May 2010 - October 2010
Education
The Ohio State University 2005 — 2010
Bachelor of Fine Arts (BFA), Sculpture
Steven Elvin's Morgan Stanley Wealth Management Experience March 2010 - Present
Job VP Operational Risk/Business Control at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2010 - Present
UBS Wealth Management 2005 - 2010
Skills
Wealth Management, Operational Risk..., Series 7, Series 9, Series 10, Series 63, Series 65, Series 3, Portfolio Management, Strategic Financial..., Mutual Funds, Equities, Financial Analysis, Fixed Income, Asset Allocation, Retirement Planning, Asset Management, Investments, Securities
Education
The College of New Jersey 1984 — 1988
Bachelor's degree
Morgan Stanley Wealth Management March 2010 - Present
UBS Wealth Management 2005 - 2010
Skills
Wealth Management, Operational Risk..., Series 7, Series 9, Series 10, Series 63, Series 65, Series 3, Portfolio Management, Strategic Financial..., Mutual Funds, Equities, Financial Analysis, Fixed Income, Asset Allocation, Retirement Planning, Asset Management, Investments, Securities
Education
The College of New Jersey 1984 — 1988
Bachelor's degree
ethan Birden's Morgan Stanley Wealth Management Experience June 2012 - Present
Job reporting analyst at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2012 - Present
Skills
Financial Analysis, Series 7, Strategic Financial..., Financial Modeling, Mutual Funds, Portfolio Management, Investments, Equities, Series 63, Fixed Income, Bloomberg, Asset Allocation, Financial Services, Asset Management, Wealth Management
Education
The Ohio State University 2003 — 2007
Morgan Stanley Wealth Management June 2012 - Present
Skills
Financial Analysis, Series 7, Strategic Financial..., Financial Modeling, Mutual Funds, Portfolio Management, Investments, Equities, Series 63, Fixed Income, Bloomberg, Asset Allocation, Financial Services, Asset Management, Wealth Management
Education
The Ohio State University 2003 — 2007
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.