Morgan Stanley Wealth Management
Industry: Financial services company
DescriptionMorgan Stanley Wealth Management is an American multinational financial services corporation specializing in retail brokerage. It is the wealth & asset management division of Morgan Stanley. Customer service: 00 1 801-617-9150 Assets under management: 2.05 trillion USD (2014) CEO: James P. Gorman (Jan 2012–) Headquarters: Purchase, Harrison, New York, United States Parent organization: Morgan Stanley Domestic Holdings Inc Founders: Charles D. Barney, Edward B. Smith
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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
Josh Banayan Josh Banayan's Morgan Stanley Wealth Management Experience April 2013 - Present
Job Financial Professional
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2013 - Present
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Social Networking, Event Planning, Research, Management, Marketing, Sales, Series 63
Education
University of Arizona
Morgan Stanley Wealth Management April 2013 - Present
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Social Networking, Event Planning, Research, Management, Marketing, Sales, Series 63
Education
University of Arizona
Korynne Ward Korynne Ward's Morgan Stanley Wealth Management Experience June 2012 - August 2012
Job R&D Process Design Coop at Procter & Gamble
Industry Chemicals
Experience
Procter & Gamble January 2015 - May 2015
Evonik - North America May 2014 - August 2014
The University of Texas at Austin August 2013 - April 2014
The University of Texas at Austin June 2013 - August 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Bayou City Media Group, Inc. March 2011 - August 2011
Pizza Hut June 2010 - March 2011
Skills
Microsoft Office, Microsoft Excel, Social Media, Peachtree, Basic HTML, German, Spanish, JMP, Microsoft Word, PowerPoint, Team Building, Public Speaking, Basic Python, Pymol, Electronic Lab Notebooks
Education
The University of Texas at Austin 2011 — 2015
Bachelor's Degree, Biochemistry and Business Foundations Program
Procter & Gamble January 2015 - May 2015
Evonik - North America May 2014 - August 2014
The University of Texas at Austin August 2013 - April 2014
The University of Texas at Austin June 2013 - August 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Bayou City Media Group, Inc. March 2011 - August 2011
Pizza Hut June 2010 - March 2011
Skills
Microsoft Office, Microsoft Excel, Social Media, Peachtree, Basic HTML, German, Spanish, JMP, Microsoft Word, PowerPoint, Team Building, Public Speaking, Basic Python, Pymol, Electronic Lab Notebooks
Education
The University of Texas at Austin 2011 — 2015
Bachelor's Degree, Biochemistry and Business Foundations Program
Liucija Smaizyte Liucija Smaizyte's Morgan Stanley Wealth Management Experience June 2014 - August 2014
Job Student Worker Office Assistant
Industry Financial Services
Experience
Amnesty International December 2014 - Present
Falcon Foods August 2014 - Present
Learning Enrichment Center August 2014 - Present
TRiO ASPIRE/Student Support Services March 2014 - Present
Family&Aupair May 2015 - August 2015
Student Athlete Advisory Committee August 2014 - May 2015
University of Montevallo August 2013 - May 2015
Student Athlete Advisory Committee August 2012 - May 2015
Morgan Stanley Wealth Management June 2014 - August 2014
TRiO Upward Bound September 2013 - May 2014
Skills
Tennis, Athletics, Teamwork, Russian, Lithuanian, Management, Hardwork, International Business, PowerPoint, Reliability, Friendly Personality, Athletic Performance, Finance, Tutoring, Mathematics, Communication, Computers, Professional..., Personal Responsibility, Financial..., Integrity, Collaboration, International Relations, German, Experience Working with..., Childcare, Karate, Time Management, Spreadsheets, Microsoft Excel, Microsoft Office, Event Planning, Project Management, English, pre-law, Management Information..., Community Development, Wealth Management, Public Speaking, Customer Service, Microsoft Word, Leadership
Education
University of Montevallo 2013 — 2015
Bachelor's Degree, Finance, General, 3.6
The University of Texas at Arlington 2011 — 2013
Amnesty International December 2014 - Present
Falcon Foods August 2014 - Present
Learning Enrichment Center August 2014 - Present
TRiO ASPIRE/Student Support Services March 2014 - Present
Family&Aupair May 2015 - August 2015
Student Athlete Advisory Committee August 2014 - May 2015
University of Montevallo August 2013 - May 2015
Student Athlete Advisory Committee August 2012 - May 2015
Morgan Stanley Wealth Management June 2014 - August 2014
TRiO Upward Bound September 2013 - May 2014
Skills
Tennis, Athletics, Teamwork, Russian, Lithuanian, Management, Hardwork, International Business, PowerPoint, Reliability, Friendly Personality, Athletic Performance, Finance, Tutoring, Mathematics, Communication, Computers, Professional..., Personal Responsibility, Financial..., Integrity, Collaboration, International Relations, German, Experience Working with..., Childcare, Karate, Time Management, Spreadsheets, Microsoft Excel, Microsoft Office, Event Planning, Project Management, English, pre-law, Management Information..., Community Development, Wealth Management, Public Speaking, Customer Service, Microsoft Word, Leadership
Education
University of Montevallo 2013 — 2015
Bachelor's Degree, Finance, General, 3.6
The University of Texas at Arlington 2011 — 2013
Jennifer F. Williams, MBA's Morgan Stanley Wealth Management Experience March 2013 - January 2015
Job Currently Seeking Opportunities In Investment Management, Capital Markets, Corporate Finance
Industry Financial Services
Experience
Currently Seeking Opportunities In Investment Management, Capital Markets, Corporate Finance 2015 - Present
Morgan Stanley Wealth Management March 2013 - January 2015
HealthPlan Holdings June 2011 - August 2012
Kroisos Financial April 2009 - May 2011
Genworth Financial September 2004 - November 2008
Mesirow Financial March 2003 - August 2004
White Mountains Insurance Group February 2002 - February 2003
Ambac January 2000 - January 2002
Fitch Ratings July 1997 - January 2000
Standard & Poor's June 1992 - June 1995
Skills
Capital Markets, Valuation, Portfolio Management, Mergers & Acquisitions, Strategy, Insurance, Risk Management, Finance, Financial Services, Asset Management, Mergers, Asset Managment, Structured Finance, Leadership, Mutual Funds, Financial Analysis, Securitization, Analysis, Loans, Trading, Debt, Project Management
Education
Tulane University - A.B. Freeman School of Business 1995 — 1997
M.B.A., Finance
Tulane University 1988 — 1992
Bachelor of Arts, Classical Studies
Currently Seeking Opportunities In Investment Management, Capital Markets, Corporate Finance 2015 - Present
Morgan Stanley Wealth Management March 2013 - January 2015
HealthPlan Holdings June 2011 - August 2012
Kroisos Financial April 2009 - May 2011
Genworth Financial September 2004 - November 2008
Mesirow Financial March 2003 - August 2004
White Mountains Insurance Group February 2002 - February 2003
Ambac January 2000 - January 2002
Fitch Ratings July 1997 - January 2000
Standard & Poor's June 1992 - June 1995
Skills
Capital Markets, Valuation, Portfolio Management, Mergers & Acquisitions, Strategy, Insurance, Risk Management, Finance, Financial Services, Asset Management, Mergers, Asset Managment, Structured Finance, Leadership, Mutual Funds, Financial Analysis, Securitization, Analysis, Loans, Trading, Debt, Project Management
Education
Tulane University - A.B. Freeman School of Business 1995 — 1997
M.B.A., Finance
Tulane University 1988 — 1992
Bachelor of Arts, Classical Studies
Shawn Nash Shawn Nash's Morgan Stanley Wealth Management Experience November 2012 - August 2013
Job Financial Representative Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2013 - Present
Morgan Stanley Wealth Management November 2012 - August 2013
AXA Advisors August 2012 - November 2012
Skills
Series 7, Series 63, Series 65, Wealth Management, Strategic Financial..., 401k, 403 b, IRAs, Corporate Finance, Retirement Planning, Investment Advisory, Stock Trading, Pension Funds, Profit Sharing, Estate Planning, Life Insurance, Fixed Annuities, Mutual Funds, Long Term Care Insurance, College Savings Plans
Education
University at Albany 2008 — 2012
Bachelor of Arts (B.A.), Economics
CFA Institute
2016 Level II Candidate in the CFA Program
Fidelity Investments August 2013 - Present
Morgan Stanley Wealth Management November 2012 - August 2013
AXA Advisors August 2012 - November 2012
Skills
Series 7, Series 63, Series 65, Wealth Management, Strategic Financial..., 401k, 403 b, IRAs, Corporate Finance, Retirement Planning, Investment Advisory, Stock Trading, Pension Funds, Profit Sharing, Estate Planning, Life Insurance, Fixed Annuities, Mutual Funds, Long Term Care Insurance, College Savings Plans
Education
University at Albany 2008 — 2012
Bachelor of Arts (B.A.), Economics
CFA Institute
2016 Level II Candidate in the CFA Program
The MWord The MWord's Morgan Stanley Wealth Management Experience May 2007 - Present
Job Senior Investment Management Consultant, Financial Advisor at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2007 - Present
Merrill Lynch 2000 - 2007
Sackler and Assosciates 1987 - 2000
Skills
Investments, Strategic Financial..., Wealth Management, Series 7, Commercial Banking, Commodity, Business Strategy, Loan Origination, Portfolio Optimization, Outstanding...
Education
University of Michigan
Bachelor of Arts (B.A.)
The University of Texas at Austin
Master of Science (M.S.), Marketing and Finance
Wharton School, University of Pennsylvania
CIMA®, Investment Management Consulting
Morgan Stanley Wealth Management May 2007 - Present
Merrill Lynch 2000 - 2007
Sackler and Assosciates 1987 - 2000
Skills
Investments, Strategic Financial..., Wealth Management, Series 7, Commercial Banking, Commodity, Business Strategy, Loan Origination, Portfolio Optimization, Outstanding...
Education
University of Michigan
Bachelor of Arts (B.A.)
The University of Texas at Austin
Master of Science (M.S.), Marketing and Finance
Wharton School, University of Pennsylvania
CIMA®, Investment Management Consulting
Wendy McDermott, Esq. Wendy McDermott, Esq.'s Morgan Stanley Wealth Management Experience February 2013 - Present
Job Attorney
Industry Legal Services
Experience
Morgan Stanley Wealth Management February 2013 - Present
Booz Allen Hamilton January 2012 - September 2012
Forfeiture Support Associates August 2010 - January 2012
Baltimore City Public Schools June 2003 - August 2010
Stacey Andersen Law, LLC 2009 - 2010
Skills
Legal Research, Legal Writing, Legal Compliance, Federal Government, Federal Law, Animal Law, Investigation, Criminal Law, Criminal Justice, Financial Analysis, Constitutional Law, Creative Solutions, Presentation Development, Family Law, Teaching, Microsoft Excel, Dispute Resolution, PowerPoint, Editing, Lexis, Westlaw, Public Speaking, Training
Education
University of Baltimore School of Law 2006 — 2010
Juris Doctorate, Law; Litigation and Advocacy
Towson University 1996 — 2000
BS, Mass Communications
Morgan Stanley Wealth Management February 2013 - Present
Booz Allen Hamilton January 2012 - September 2012
Forfeiture Support Associates August 2010 - January 2012
Baltimore City Public Schools June 2003 - August 2010
Stacey Andersen Law, LLC 2009 - 2010
Skills
Legal Research, Legal Writing, Legal Compliance, Federal Government, Federal Law, Animal Law, Investigation, Criminal Law, Criminal Justice, Financial Analysis, Constitutional Law, Creative Solutions, Presentation Development, Family Law, Teaching, Microsoft Excel, Dispute Resolution, PowerPoint, Editing, Lexis, Westlaw, Public Speaking, Training
Education
University of Baltimore School of Law 2006 — 2010
Juris Doctorate, Law; Litigation and Advocacy
Towson University 1996 — 2000
BS, Mass Communications
Hal West's Morgan Stanley Wealth Management Experience 1994 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management 1994 - Present
Skills
Executive Financial..., Employee Stock Options, Wealth Management, Asset Based Lending, Financial Analysis, Strategic Financial..., Asset Management, Risk Management, Private Equity, Institutional..., Cash Management
Education
University of Kansas
Bachelor of Science (BS)
Morgan Stanley Wealth Management 1994 - Present
Skills
Executive Financial..., Employee Stock Options, Wealth Management, Asset Based Lending, Financial Analysis, Strategic Financial..., Asset Management, Risk Management, Private Equity, Institutional..., Cash Management
Education
University of Kansas
Bachelor of Science (BS)
JoAnne Sweeney JoAnne Sweeney's Morgan Stanley Wealth Management Experience December 2011 - April 2014
Job Director of Private Client Services at The Partners Group
Industry Financial Services
Experience
The Partners Group April 2014 - Present
Morgan Stanley Wealth Management December 2011 - April 2014
Wells Fargo Private Bank January 2004 - November 2011
Bank of the Northwest (acquired by Wells Fargo in 2004) October 1998 - January 2004
Education
The University of Texas at Austin
BA, English
The Partners Group April 2014 - Present
Morgan Stanley Wealth Management December 2011 - April 2014
Wells Fargo Private Bank January 2004 - November 2011
Bank of the Northwest (acquired by Wells Fargo in 2004) October 1998 - January 2004
Education
The University of Texas at Austin
BA, English
David Hoctor David Hoctor's Morgan Stanley Wealth Management Experience May 1995 - May 2000
Job Owner, Hoctor Financial Group
Industry Financial Services
Experience
Hoctor Financial Group May 2000 - Present
Morgan Stanley Wealth Management May 1995 - May 2000
Skills
Project Management, Investments, Customer Service, Marketing, Strategic Planning, Strategic Financial..., Finance, Portfolio Management, Financial Analysis, Mergers, Analysis, Due Diligence, Business Strategy, Strategy, Real Estate, Securities, Corporate Finance, Investment Strategies, Management, Financial Modeling, Insurance, Sales, Leadership, Accounting, Mutual Funds, Capital Markets, Business Planning, Sales Management, Training, Private Equity, Start-ups, Forecasting, Equities, Business Analysis, Risk Management, Contract Negotiation, Wealth Management, Series 7, Retirement, Social Media Marketing, New Business Development, Marketing Strategy, Management Consulting, Budgets, Program Management, Negotiation, Public Speaking, Business Development, Process Improvement, Financial Services
Education
Trinity University 1991 — 1994
Bachelor's degree, Theoretical Economics
Arapahoe High School 1987 — 1991
Hoctor Financial Group May 2000 - Present
Morgan Stanley Wealth Management May 1995 - May 2000
Skills
Project Management, Investments, Customer Service, Marketing, Strategic Planning, Strategic Financial..., Finance, Portfolio Management, Financial Analysis, Mergers, Analysis, Due Diligence, Business Strategy, Strategy, Real Estate, Securities, Corporate Finance, Investment Strategies, Management, Financial Modeling, Insurance, Sales, Leadership, Accounting, Mutual Funds, Capital Markets, Business Planning, Sales Management, Training, Private Equity, Start-ups, Forecasting, Equities, Business Analysis, Risk Management, Contract Negotiation, Wealth Management, Series 7, Retirement, Social Media Marketing, New Business Development, Marketing Strategy, Management Consulting, Budgets, Program Management, Negotiation, Public Speaking, Business Development, Process Improvement, Financial Services
Education
Trinity University 1991 — 1994
Bachelor's degree, Theoretical Economics
Arapahoe High School 1987 — 1991
Carol Ann Clark's Morgan Stanley Wealth Management Experience May 2013 - March 2014
Job Senior Executive Assistant, Sales & Marketing The Americas
Industry Hospitality
Experience
Marriott International January 2015 - Present
RBC Wealth Management March 2014 - January 2015
Morgan Stanley Wealth Management May 2013 - March 2014
Morgan Stanley Smith Barney November 2011 - May 2013
Morgan Stanley Smith Barney May 2010 - June 2011
Omni Shoreham Hotel June 2009 - May 2010
Skills
Customer Service, Event Planning, Hotels, Event Management, Food, Front Office, Hospitality, Hospitality Industry, Leadership, Management, Marketing, Marketing Strategy, Microsoft Excel, Microsoft Office, Microsoft Word, Sales, Social Media
Education
University of Alabama 2004 — 2008
Bachelor, Hospitality Management
Marriott International January 2015 - Present
RBC Wealth Management March 2014 - January 2015
Morgan Stanley Wealth Management May 2013 - March 2014
Morgan Stanley Smith Barney November 2011 - May 2013
Morgan Stanley Smith Barney May 2010 - June 2011
Omni Shoreham Hotel June 2009 - May 2010
Skills
Customer Service, Event Planning, Hotels, Event Management, Food, Front Office, Hospitality, Hospitality Industry, Leadership, Management, Marketing, Marketing Strategy, Microsoft Excel, Microsoft Office, Microsoft Word, Sales, Social Media
Education
University of Alabama 2004 — 2008
Bachelor, Hospitality Management
Samuel Vaccaro's Morgan Stanley Wealth Management Experience August 2011 - Present
Job Business Analyst at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2011 - Present
PepsiCo January 2011 - August 2011
Tulane's Freeman Investment Society January 2008 - May 2010
Beautiful Life Catering & Event Planning 2005 - 2010
City of Stamford Office of Assessment and Collection May 2009 - August 2009
Pitney Bowes May 2008 - January 2009
Elizabeth Arden May 2007 - August 2007
Skills
Financial Reporting, Accounting, Microsoft Excel, Finance, SAP, Financial Analysis, Forecasting, Account Reconciliation, Financial Modeling, Analysis, PowerPoint, Microsoft Office, Microsoft Word, Market Research, Corporate Finance, Financial Statements, Banking, Marketing Strategy, Portfolio Management, Teamwork, Project Management, Investments, Account Management, Business Development
Education
Tulane University 2006 — 2010
A.B. Freeman School of Business, Finance & Business Administration
Fairfield College Preparatory School 2001 — 2005
Morgan Stanley Wealth Management August 2011 - Present
PepsiCo January 2011 - August 2011
Tulane's Freeman Investment Society January 2008 - May 2010
Beautiful Life Catering & Event Planning 2005 - 2010
City of Stamford Office of Assessment and Collection May 2009 - August 2009
Pitney Bowes May 2008 - January 2009
Elizabeth Arden May 2007 - August 2007
Skills
Financial Reporting, Accounting, Microsoft Excel, Finance, SAP, Financial Analysis, Forecasting, Account Reconciliation, Financial Modeling, Analysis, PowerPoint, Microsoft Office, Microsoft Word, Market Research, Corporate Finance, Financial Statements, Banking, Marketing Strategy, Portfolio Management, Teamwork, Project Management, Investments, Account Management, Business Development
Education
Tulane University 2006 — 2010
A.B. Freeman School of Business, Finance & Business Administration
Fairfield College Preparatory School 2001 — 2005
Dustin Castillo Dustin Castillo's Morgan Stanley Wealth Management Experience June 2012 - July 2012
Job West Point Cadet
Industry Military
Experience
Collegiate Athlete August 2010 - Present
Black & Gold Leadership Forum August 2011 - 2014
McDonald Cadet Leadership Conference October 2013 - October 2013
Morgan Stanley Wealth Management June 2012 - July 2012
Parks and Recreation, City of Hanford June 2006 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Java, HTML, C, Windows, Matlab, Event Planning, AutoCAD, Time Management
Education
United States Military Academy at West Point 2010 — 2014
Management
United States Preparatory Academy 2009 — 2010
Hanford High School 2005 — 2009
Collegiate Athlete August 2010 - Present
Black & Gold Leadership Forum August 2011 - 2014
McDonald Cadet Leadership Conference October 2013 - October 2013
Morgan Stanley Wealth Management June 2012 - July 2012
Parks and Recreation, City of Hanford June 2006 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Java, HTML, C, Windows, Matlab, Event Planning, AutoCAD, Time Management
Education
United States Military Academy at West Point 2010 — 2014
Management
United States Preparatory Academy 2009 — 2010
Hanford High School 2005 — 2009
Colin Scadden Colin Scadden's Morgan Stanley Wealth Management Experience February 2013 - August 2013
Job Sales Ops and Analytics Manager at Adobe
Industry Computer Software
Experience
ChowNow February 2014 - June 2015
Los Angeles Clippers October 2014 - December 2014
Morgan Stanley Wealth Management February 2013 - August 2013
Credit Suisse January 2010 - May 2012
Credit Suisse February 2007 - December 2009
Skills
Fixed Income, Trading, Financial Structuring, Structured Products, Derivatives, Valuation, Financial Modeling, Risk Management, Financial Markets, Asset Management, Portfolio Management, Cross-functional Team..., Data Analysis, Microsoft Excel
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2015
Master of Business Administration (MBA)
University of California, Los Angeles 2001 — 2006
BS, Mechanical Engineering
ChowNow February 2014 - June 2015
Los Angeles Clippers October 2014 - December 2014
Morgan Stanley Wealth Management February 2013 - August 2013
Credit Suisse January 2010 - May 2012
Credit Suisse February 2007 - December 2009
Skills
Fixed Income, Trading, Financial Structuring, Structured Products, Derivatives, Valuation, Financial Modeling, Risk Management, Financial Markets, Asset Management, Portfolio Management, Cross-functional Team..., Data Analysis, Microsoft Excel
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2015
Master of Business Administration (MBA)
University of California, Los Angeles 2001 — 2006
BS, Mechanical Engineering
Elizabeth (Mearsheimer) Branchflower Elizabeth (Mearsheimer) Branchflower's Morgan Stanley Wealth Management Experience April 2012 - August 2013
Job Financial Advisor at Personal Capital
Industry Financial Services
Experience
Personal Capital January 2014 - Present
Morgan Stanley Wealth Management April 2012 - August 2013
Merrill Lynch August 2010 - April 2012
Merrill Lynch June 2008 - August 2010
Skills
Series 7, Series 63, Customer Retention, Portfolio Management, Financial Analysis, Wealth Management, Customer Service, Financial Modeling, Finance, Risk Management, Forecasting, Outlook, Marketing, Competitive Analysis, Management, Strategy, Analytics
Education
University of Arizona 2004 — 2008
Bachelors, Business Management
Personal Capital January 2014 - Present
Morgan Stanley Wealth Management April 2012 - August 2013
Merrill Lynch August 2010 - April 2012
Merrill Lynch June 2008 - August 2010
Skills
Series 7, Series 63, Customer Retention, Portfolio Management, Financial Analysis, Wealth Management, Customer Service, Financial Modeling, Finance, Risk Management, Forecasting, Outlook, Marketing, Competitive Analysis, Management, Strategy, Analytics
Education
University of Arizona 2004 — 2008
Bachelors, Business Management
Thomas Costa's Morgan Stanley Wealth Management Experience May 2012 - August 2012
Job Equity Research Analyst at Burkenroads Reports
Industry Financial Services
Experience
Burkenroads Reports August 2014 - Present
BNY Mellon-Dreyfus June 2014 - August 2014
Law Offices of Thomas L. Costa, LLP January 2010 - January 2013
Morgan Stanley Wealth Management May 2012 - August 2012
The Cotocon Group May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Finance, Leadership, Marketing Strategy, Sales, Financial Analysis
Education
London School of Economics (LSE)
Friends Academy High School
Tulane University - A.B. Freeman School of Business
Bachelor of Science, Management; Finance, Management
Burkenroads Reports August 2014 - Present
BNY Mellon-Dreyfus June 2014 - August 2014
Law Offices of Thomas L. Costa, LLP January 2010 - January 2013
Morgan Stanley Wealth Management May 2012 - August 2012
The Cotocon Group May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Finance, Leadership, Marketing Strategy, Sales, Financial Analysis
Education
London School of Economics (LSE)
Friends Academy High School
Tulane University - A.B. Freeman School of Business
Bachelor of Science, Management; Finance, Management
AnnMarie DiGiacomo AnnMarie DiGiacomo's Morgan Stanley Wealth Management Experience April 2013 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
Morgan Stanley Wealth Management April 2013 - Present
University at Albany August 2008 - May 2012
Education
State University at Albany 2008 — 2012
State University of New York at Albany 2008 — 2012
Bachelor's degree
Merrill Lynch July 2014 - Present
Morgan Stanley Wealth Management April 2013 - Present
University at Albany August 2008 - May 2012
Education
State University at Albany 2008 — 2012
State University of New York at Albany 2008 — 2012
Bachelor's degree
Will Hyrne Will Hyrne's Morgan Stanley Wealth Management Experience June 2010 - August 2011
Job Connecting people through relationships and insights
Industry Internet
Experience
LinkedIn January 2015 - Present
LinkedIn February 2014 - December 2014
LinkedIn July 2013 - January 2014
Wheelz, Inc. January 2012 - September 2012
Bling Nation June 2011 - August 2011
Morgan Stanley Wealth Management June 2010 - August 2011
Junin Cooperative Clinic January 2009 - June 2009
Skills
Microsoft Office, MailChimp, Google Analytics, Microsoft Excel, Mixpanel, Salesforce.com, Social Media Marketing, PowerPoint, Marketing Strategy, Social Media, Business Development, Advertising, Tactical Operations, Team Building, Marketing Copy, Strategy, Social Networking, Sales, Digital Media
Education
Tulane University
Bachelors, Science and Management; Finance and Consumer Behavior
Universidad Pontificia Comillas
LinkedIn January 2015 - Present
LinkedIn February 2014 - December 2014
LinkedIn July 2013 - January 2014
Wheelz, Inc. January 2012 - September 2012
Bling Nation June 2011 - August 2011
Morgan Stanley Wealth Management June 2010 - August 2011
Junin Cooperative Clinic January 2009 - June 2009
Skills
Microsoft Office, MailChimp, Google Analytics, Microsoft Excel, Mixpanel, Salesforce.com, Social Media Marketing, PowerPoint, Marketing Strategy, Social Media, Business Development, Advertising, Tactical Operations, Team Building, Marketing Copy, Strategy, Social Networking, Sales, Digital Media
Education
Tulane University
Bachelors, Science and Management; Finance and Consumer Behavior
Universidad Pontificia Comillas
Greg Herron, MBA Greg Herron, MBA's Morgan Stanley Wealth Management Experience December 2012 - September 2013
Job Sr. Financial Analyst
Industry Investment Banking
Experience
American Airlines May 2014 - Present
Morgan Stanley Wealth Management December 2012 - September 2013
Associates Mortgage December 2011 - December 2012
Wells Fargo February 2010 - May 2011
Blue Apple Mortgage 2009 - 2010
Texas Premier Mortgage 2006 - 2009
Skills
Financial Analysis, Financial Modeling, SAP, Hyperion, Essbase, Cognos, Valuation Modeling, Portfolio Management, Credit, Series 7, Series 66, Underwriting, Loan Origination, Mortgage Banking
Education
University of Houston, C.T. Bauer College of Business 2011 — 2013
Executive MBA, Corporate Finance & Accounting
The University of Texas at Austin 2002 — 2006
Bachelor of Applied Science (BASc), Biochemistry and Molecular Biology
Kingwood High School
American Airlines May 2014 - Present
Morgan Stanley Wealth Management December 2012 - September 2013
Associates Mortgage December 2011 - December 2012
Wells Fargo February 2010 - May 2011
Blue Apple Mortgage 2009 - 2010
Texas Premier Mortgage 2006 - 2009
Skills
Financial Analysis, Financial Modeling, SAP, Hyperion, Essbase, Cognos, Valuation Modeling, Portfolio Management, Credit, Series 7, Series 66, Underwriting, Loan Origination, Mortgage Banking
Education
University of Houston, C.T. Bauer College of Business 2011 — 2013
Executive MBA, Corporate Finance & Accounting
The University of Texas at Austin 2002 — 2006
Bachelor of Applied Science (BASc), Biochemistry and Molecular Biology
Kingwood High School
Arnoldo Marin Arnoldo Marin's Morgan Stanley Wealth Management Experience March 2014 - Present
Job Vice President Financial Advisor at Morgan Stanley Wealth Management
Industry Investment Banking
Experience
Morgan Stanley Wealth Management March 2014 - Present
Bank Hapoalim December 2000 - March 2014
Global Asset Management 1992 - 2000
The Private Bank & Trust, N.A. 1988 - 1992
Skills
Private Banking, Wealth Management, Banking, Financial Markets, Fixed Income, Portfolio Management, Bonds, Equities, Investments, Structured Products, Capital Markets, Credit, Investment Advisory, Securities, Asset Management, Investment Banking, Derivatives, Financial Risk, Asset Allocation, Emerging Markets, Bloomberg, Corporate Finance, Alternative Investments, Due Diligence, Mutual Funds, Financial Services, Options, Asset Managment, Wealth Management..., Trading, Basel II, Finance, Risk Management, Commercial Banking
Education
Universidad Autónoma de Centro América
BA, Business
Morgan Stanley Wealth Management March 2014 - Present
Bank Hapoalim December 2000 - March 2014
Global Asset Management 1992 - 2000
The Private Bank & Trust, N.A. 1988 - 1992
Skills
Private Banking, Wealth Management, Banking, Financial Markets, Fixed Income, Portfolio Management, Bonds, Equities, Investments, Structured Products, Capital Markets, Credit, Investment Advisory, Securities, Asset Management, Investment Banking, Derivatives, Financial Risk, Asset Allocation, Emerging Markets, Bloomberg, Corporate Finance, Alternative Investments, Due Diligence, Mutual Funds, Financial Services, Options, Asset Managment, Wealth Management..., Trading, Basel II, Finance, Risk Management, Commercial Banking
Education
Universidad Autónoma de Centro América
BA, Business
Christina Broome Christina Broome's Morgan Stanley Wealth Management Experience September 2011 - Present
Job Morgan Stanley Wealth management
Industry Human Resources
Experience
Morgan Stanley Wealth Management September 2011 - Present
Advantage Staffing February 2011 - September 2011
Robin for Tennessee, Inc. March 2010 - August 2010
Unum October 2008 - February 2010
Erlanger November 2007 - October 2008
Skills
Recruiting, Management, Human Resources, Interviews, Employee Benefits, Fundraising, New Hire Orientations, Talent Acquisition, Microsoft Excel, Training, Time Management, Data Entry, Microsoft Office, Software Documentation, Personnel Management, Employee Relations, Payroll, Leadership
Education
The University of Tennessee at Chattanooga 2001 — 2007
Bachelor of Science, Political Science
Cleveland High School 1997 — 2001
Morgan Stanley Wealth Management September 2011 - Present
Advantage Staffing February 2011 - September 2011
Robin for Tennessee, Inc. March 2010 - August 2010
Unum October 2008 - February 2010
Erlanger November 2007 - October 2008
Skills
Recruiting, Management, Human Resources, Interviews, Employee Benefits, Fundraising, New Hire Orientations, Talent Acquisition, Microsoft Excel, Training, Time Management, Data Entry, Microsoft Office, Software Documentation, Personnel Management, Employee Relations, Payroll, Leadership
Education
The University of Tennessee at Chattanooga 2001 — 2007
Bachelor of Science, Political Science
Cleveland High School 1997 — 2001
Malinda (Greenbaum) Hlavenka's Morgan Stanley Wealth Management Experience November 2013 - June 2014
Job Digital Account Manager at The Weather Channel
Industry Marketing and Advertising
Experience
The Weather Channel June 2014 - Present
Morgan Stanley Wealth Management November 2013 - June 2014
StyleCaster January 2013 - August 2013
MTV Networks August 2010 - January 2013
MTV Networks June 2008 - November 2010
CBS Collegiate Sports Properties October 2007 - June 2008
Skills
Digital Media, Social Media Marketing, Marketing, Social Media, Sales, Start-ups, Blogging, Brand Management, comScore, Media Planning, Linear Programming, Digital Marketing, Traffic Operations, Social Networking..., Brand Development, Social Networking, Nielsen Data, Media Relations, Fixed Income, Strategic Financial..., Client Development, Equities, Mutual Funds, Retirement Planning, Digital Strategy, Online Advertising, Advertising, Integrated Marketing
Education
Tulane University - A.B. Freeman School of Business 2002 — 2006
Bachelor of Science in Management, Marketing
Holy Innocent's Episcopal School 1995 — 2002
High School, Business, Management, Marketing, and Related Support Services
The Weather Channel June 2014 - Present
Morgan Stanley Wealth Management November 2013 - June 2014
StyleCaster January 2013 - August 2013
MTV Networks August 2010 - January 2013
MTV Networks June 2008 - November 2010
CBS Collegiate Sports Properties October 2007 - June 2008
Skills
Digital Media, Social Media Marketing, Marketing, Social Media, Sales, Start-ups, Blogging, Brand Management, comScore, Media Planning, Linear Programming, Digital Marketing, Traffic Operations, Social Networking..., Brand Development, Social Networking, Nielsen Data, Media Relations, Fixed Income, Strategic Financial..., Client Development, Equities, Mutual Funds, Retirement Planning, Digital Strategy, Online Advertising, Advertising, Integrated Marketing
Education
Tulane University - A.B. Freeman School of Business 2002 — 2006
Bachelor of Science in Management, Marketing
Holy Innocent's Episcopal School 1995 — 2002
High School, Business, Management, Marketing, and Related Support Services
James Aughenbaugh James Aughenbaugh's Morgan Stanley Wealth Management Experience February 2008 - June 2013
Job Senior Vice President at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. June 2013 - Present
Morgan Stanley Wealth Management February 2008 - June 2013
Raymond James & Associates June 2001 - February 2008
Education
Trinity University 1990 — 1994
Bachelor of Science (BS), Finance & Management
Stephens Inc. June 2013 - Present
Morgan Stanley Wealth Management February 2008 - June 2013
Raymond James & Associates June 2001 - February 2008
Education
Trinity University 1990 — 1994
Bachelor of Science (BS), Finance & Management
Alison Garrett Alison Garrett's Morgan Stanley Wealth Management Experience May 2011 - December 2013
Job Head of Content Strategy at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley Wealth Management May 2011 - December 2013
Morgan Stanley Smith Barney July 2009 - April 2011
Citi Smith Barney September 2005 - June 2009
Skills
New Media Strategy, Social Media Marketing, Community Management, Content Marketing, Web Content Management, Enterprise Content..., Process Improvement, Project Management, Conference Speaking, Public Speaking
Education
University of Arizona 1998 — 2002
Bachelor of Science (B.S.), Business Administration
Morgan Stanley January 2014 - Present
Morgan Stanley Wealth Management May 2011 - December 2013
Morgan Stanley Smith Barney July 2009 - April 2011
Citi Smith Barney September 2005 - June 2009
Skills
New Media Strategy, Social Media Marketing, Community Management, Content Marketing, Web Content Management, Enterprise Content..., Process Improvement, Project Management, Conference Speaking, Public Speaking
Education
University of Arizona 1998 — 2002
Bachelor of Science (B.S.), Business Administration
Anup Gill Anup Gill's Morgan Stanley Wealth Management Experience September 2012 - June 2013
Job General Manager at Best Western Plus Bessemer
Industry Higher Education
Experience
Best Western Plus Bessemer November 2013 - Present
Singh Brothers Enterprises Inc. November 2011 - Present
Morgan Stanley Wealth Management September 2012 - June 2013
Mikes Quick Stop June 2009 - November 2011
Skills
Microsoft Office, Customer Service, Bloomberg Terminal, Invoicing, Payroll
Education
University of Alabama at Birmingham 2007 — 2013
Bachlor, Financial Investments
Best Western Plus Bessemer November 2013 - Present
Singh Brothers Enterprises Inc. November 2011 - Present
Morgan Stanley Wealth Management September 2012 - June 2013
Mikes Quick Stop June 2009 - November 2011
Skills
Microsoft Office, Customer Service, Bloomberg Terminal, Invoicing, Payroll
Education
University of Alabama at Birmingham 2007 — 2013
Bachlor, Financial Investments
Patrick Carbone Patrick Carbone's Morgan Stanley Wealth Management Experience June 2012 - August 2012
Job Internal Accounts Executive at SEI
Industry Financial Services
Experience
SEI July 2014 - Present
Foxwoods Resort Casino June 2013 - August 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Skills
3D, Microsoft Word, PowerPoint, iShares, Bill Good Marketing, Microsoft Excel
Education
Trinity College-Hartford 2010 — 2014
Bachelor of Science (BS), Economics
SEI July 2014 - Present
Foxwoods Resort Casino June 2013 - August 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Skills
3D, Microsoft Word, PowerPoint, iShares, Bill Good Marketing, Microsoft Excel
Education
Trinity College-Hartford 2010 — 2014
Bachelor of Science (BS), Economics
Katie Hancock's Morgan Stanley Wealth Management Experience February 2013 - Present
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2013 - Present
Athletes in Action September 2010 - September 2011
York Cattle September 2010 - February 2011
Skills
Event Planning, Microsoft Office
Education
University of Alabama 2007 — 2011
Master of Science (M.S.), Marketing
University of Alabama 2007 — 2010
Bachelor of Science (B.S.), Business Management
Morgan Stanley Wealth Management February 2013 - Present
Athletes in Action September 2010 - September 2011
York Cattle September 2010 - February 2011
Skills
Event Planning, Microsoft Office
Education
University of Alabama 2007 — 2011
Master of Science (M.S.), Marketing
University of Alabama 2007 — 2010
Bachelor of Science (B.S.), Business Management
David Nathan David Nathan's Morgan Stanley Wealth Management Experience September 2010 - May 2013
Job MBA Summer Intern at Telsey Advisory Group
Industry Financial Services
Experience
NYU Stern School of Business MBA Summer InternTelsey Advisory GroupJune 2014 - Present
Morgan Stanley Wealth Management September 2010 - May 2013
Schottenfeld Group LLC May 2009 - August 2009
Cantor Fitzgerald May 2008 - August 2008
Skills
Series 7, Fixed Income, Equities, Investments, Valuation, Bloomberg, Financial Analysis, Investment Banking, Derivatives, Portfolio Management, Capital Markets, Asset Management, Series 63, Securities, Wealth Management, Asset Allocation, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Finance
University of Michigan 2006 — 2010
BA, Economics
UCL 2009 — 2009
Economics
Horace Mann School
NYU Stern School of Business MBA Summer InternTelsey Advisory GroupJune 2014 - Present
Morgan Stanley Wealth Management September 2010 - May 2013
Schottenfeld Group LLC May 2009 - August 2009
Cantor Fitzgerald May 2008 - August 2008
Skills
Series 7, Fixed Income, Equities, Investments, Valuation, Bloomberg, Financial Analysis, Investment Banking, Derivatives, Portfolio Management, Capital Markets, Asset Management, Series 63, Securities, Wealth Management, Asset Allocation, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Finance
University of Michigan 2006 — 2010
BA, Economics
UCL 2009 — 2009
Economics
Horace Mann School
Abaid Chaudhry, MBA Abaid Chaudhry, MBA's Morgan Stanley Wealth Management Experience November 2012 - March 2013
Job Analyst
Industry Financial Services
Experience
M&T Bank April 2013 - Present
Morgan Stanley Wealth Management November 2012 - March 2013
University of Baltimore January 2010 - May 2012
HSBC January 2004 - January 2009
Skills
Credit, Banking, Financial Analysis, Loans, Finance, Relationship Management, Credit Analysis, Customer Service, PeopleSoft, Risk Management, Insurance, Strategic Financial..., Leadership, Analysis, Microsoft Excel, Portfolio Management, Financial Statement..., Access, Lotus Notes, Sales, Data Analysis, Economics
Education
Merrick School of Business at the University of Baltimore 2009 — 2012
Master, Business Administration; Business Finance
Towson University 2002 — 2004
Bachelor of Science, Business Administration; Marketing
M&T Bank April 2013 - Present
Morgan Stanley Wealth Management November 2012 - March 2013
University of Baltimore January 2010 - May 2012
HSBC January 2004 - January 2009
Skills
Credit, Banking, Financial Analysis, Loans, Finance, Relationship Management, Credit Analysis, Customer Service, PeopleSoft, Risk Management, Insurance, Strategic Financial..., Leadership, Analysis, Microsoft Excel, Portfolio Management, Financial Statement..., Access, Lotus Notes, Sales, Data Analysis, Economics
Education
Merrick School of Business at the University of Baltimore 2009 — 2012
Master, Business Administration; Business Finance
Towson University 2002 — 2004
Bachelor of Science, Business Administration; Marketing
Kevin Stout's Morgan Stanley Wealth Management Experience January 2014 - Present
Job Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2014 - Present
Leverage Capital May 2009 - October 2013
Traditum Group June 2008 - April 2009
Linn Group June 2007 - September 2007
Soybean Traders/Brokers May 2004 - August 2006
Skills
Trading, Futures, Foreign Currency, Bonds, Risk Management, Money Management, Tax Preparation, Technical Analysis, Economics, Finance, Strategic Planning, Sales, Microsoft Office, CQG, X-Trader, Bloomberg, Trading Systems
Education
The University of Montana - School of Business Administration 2003 — 2007
Bachelors, Finance
Hinsdale Central High School 1999 — 2003
Morgan Stanley Wealth Management January 2014 - Present
Leverage Capital May 2009 - October 2013
Traditum Group June 2008 - April 2009
Linn Group June 2007 - September 2007
Soybean Traders/Brokers May 2004 - August 2006
Skills
Trading, Futures, Foreign Currency, Bonds, Risk Management, Money Management, Tax Preparation, Technical Analysis, Economics, Finance, Strategic Planning, Sales, Microsoft Office, CQG, X-Trader, Bloomberg, Trading Systems
Education
The University of Montana - School of Business Administration 2003 — 2007
Bachelors, Finance
Hinsdale Central High School 1999 — 2003
Megan Ingersoll Megan Ingersoll's Morgan Stanley Wealth Management Experience June 2012 - August 2012
Job Senior Account Executive at Prosek Partners
Industry Public Relations and Communications
Experience
Prosek Partners July 2015 - Present
Prosek Partners September 2014 - July 2015
Prosek Partners December 2013 - September 2014
Dukas Public Relations June 2013 - November 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Trinity College - Hartford January 2010 - May 2012
Whitestone Associates LLC June 2011 - August 2011
National Guild for Community Arts Education June 2011 - August 2011
401(k) Advisors September 2008 - June 2009
Skills
Wealth Management..., Company Newsletters, Sales, Writing, Marketing, Event Management, Research Projects, Grant Administration, Educational Fundraising, Non-profit Program..., Fundraising, Nonprofits, Alumni Relations, Business Development, Editing, Media Relations, Research, Gorkana, Factiva, Social Media
Education
Trinity College-Hartford 2009 — 2013
BA, English
University College London, U. of London 2011 — 2011
Affiliate Student, English Language and Literature
Prosek Partners July 2015 - Present
Prosek Partners September 2014 - July 2015
Prosek Partners December 2013 - September 2014
Dukas Public Relations June 2013 - November 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Trinity College - Hartford January 2010 - May 2012
Whitestone Associates LLC June 2011 - August 2011
National Guild for Community Arts Education June 2011 - August 2011
401(k) Advisors September 2008 - June 2009
Skills
Wealth Management..., Company Newsletters, Sales, Writing, Marketing, Event Management, Research Projects, Grant Administration, Educational Fundraising, Non-profit Program..., Fundraising, Nonprofits, Alumni Relations, Business Development, Editing, Media Relations, Research, Gorkana, Factiva, Social Media
Education
Trinity College-Hartford 2009 — 2013
BA, English
University College London, U. of London 2011 — 2011
Affiliate Student, English Language and Literature
Richard Vong's Morgan Stanley Wealth Management Experience January 2013 - Present
Job Proven Digital Strategist
Industry Internet
Experience
Morgan Stanley Wealth Management January 2013 - Present
American Express June 2011 - April 2012
American Express January 2010 - June 2011
American Express August 2006 - January 2010
The New York Times February 2006 - August 2006
The New York Times May 2005 - February 2006
Verizon Information Services September 2003 - June 2004
Skills
Project Management, Cross-functional Team..., Technology Integration, Digital Marketing, Online Advertising, Mobile Applications, Product Development, Digital Strategy, Strategy, Integrated Marketing, Leadership, Product Management, Marketing, Management, Marketing Strategy, Analytics, Strategic Partnerships, CRM, Online Marketing, User Experience, E-commerce, Email Marketing, Web Analytics, Mobile Devices, Analysis
Education
The University of Texas at Austin 1999 — 2003
BA, Plan II Liberal Arts Honors
The University of Texas at Austin - Red McCombs School of Business 1999 — 2003
BBA, Business Honors Program, Marketing
Morgan Stanley Wealth Management January 2013 - Present
American Express June 2011 - April 2012
American Express January 2010 - June 2011
American Express August 2006 - January 2010
The New York Times February 2006 - August 2006
The New York Times May 2005 - February 2006
Verizon Information Services September 2003 - June 2004
Skills
Project Management, Cross-functional Team..., Technology Integration, Digital Marketing, Online Advertising, Mobile Applications, Product Development, Digital Strategy, Strategy, Integrated Marketing, Leadership, Product Management, Marketing, Management, Marketing Strategy, Analytics, Strategic Partnerships, CRM, Online Marketing, User Experience, E-commerce, Email Marketing, Web Analytics, Mobile Devices, Analysis
Education
The University of Texas at Austin 1999 — 2003
BA, Plan II Liberal Arts Honors
The University of Texas at Austin - Red McCombs School of Business 1999 — 2003
BBA, Business Honors Program, Marketing
Victoria Boutan Victoria Boutan's Morgan Stanley Wealth Management Experience June 2009 - September 2009
Job Global Process Manager
Industry Retail
Experience
Nike September 2015 - Present
Forrester Research December 2014 - May 2015
Forrester Research July 2014 - December 2014
Forrester Research August 2013 - June 2014
M&G August 2012 - August 2013
System Development, Inc. (SDI) 2011 - 2012
Brighton English School 2011 - 2011
Morgan Stanley Wealth Management June 2009 - September 2009
System Development, Inc. (SDI) May 2008 - August 2008
Skills
Program Management, Management Consulting, Pre-sales, Investments, Strategy, Consumer Insight, Global Business..., Market Research, ERP, CRM, Saas, Mergers & Acquisitions, Retail Technology, Emerging Markets, Customer Experience, Business Intelligence, Qualtrics, SSPS, Python, JavaScript, Adobe Creative Suite, Equities, Wealth Management, Data Analysis, Market Analysis, Channel Strategy, Change Management, Business Analytics, Marketing Analytics, Predictive Analytics, eBusiness Suite, Analyst Relations, Mobile Applications, Enterprise Architecture, Event Planning
Education
University of London 2012 — 2014
Master of Business Administration (M.B.A.), International Business, Honors
University of Virginia
Semester at Sea
Trinity University
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Awty International High School 2003 — 2007
Bilingual International Baccalaureate Diploma
Nike September 2015 - Present
Forrester Research December 2014 - May 2015
Forrester Research July 2014 - December 2014
Forrester Research August 2013 - June 2014
M&G August 2012 - August 2013
System Development, Inc. (SDI) 2011 - 2012
Brighton English School 2011 - 2011
Morgan Stanley Wealth Management June 2009 - September 2009
System Development, Inc. (SDI) May 2008 - August 2008
Skills
Program Management, Management Consulting, Pre-sales, Investments, Strategy, Consumer Insight, Global Business..., Market Research, ERP, CRM, Saas, Mergers & Acquisitions, Retail Technology, Emerging Markets, Customer Experience, Business Intelligence, Qualtrics, SSPS, Python, JavaScript, Adobe Creative Suite, Equities, Wealth Management, Data Analysis, Market Analysis, Channel Strategy, Change Management, Business Analytics, Marketing Analytics, Predictive Analytics, eBusiness Suite, Analyst Relations, Mobile Applications, Enterprise Architecture, Event Planning
Education
University of London 2012 — 2014
Master of Business Administration (M.B.A.), International Business, Honors
University of Virginia
Semester at Sea
Trinity University
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Awty International High School 2003 — 2007
Bilingual International Baccalaureate Diploma
Alexander Rankin's Morgan Stanley Wealth Management Experience August 2010 - Present
Job Leasing Representative, Related Management
Industry Real Estate
Experience
Related Companies March 2015 - Present
Morgan Stanley Wealth Management August 2010 - Present
Morgan Stanley Smith Barney September 2007 - August 2010
Education
Tulane University - A.B. Freeman School of Business 2003 — 2007
Bachelor of Science (BS), Finance
Related Companies March 2015 - Present
Morgan Stanley Wealth Management August 2010 - Present
Morgan Stanley Smith Barney September 2007 - August 2010
Education
Tulane University - A.B. Freeman School of Business 2003 — 2007
Bachelor of Science (BS), Finance
Daniel B. Altman Daniel B. Altman's Morgan Stanley Wealth Management Experience May 2014 - Present
Job Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2014 - Present
Bloomberg LP October 2013 - March 2014
Bradley, Foster & Sargent, Inc. September 2012 - January 2013
Sackman Enterprises LLC June 2012 - September 2012
RBC Wealth Management January 2012 - June 2012
Dwight-Englewood School June 2011 - August 2011
Bloomberg LP June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Facebook, Event Planning, Bloomberg Terminal, Sales, Social Networking, Strategic Planning
Education
Trinity College-Hartford 2009 — 2013
Bachelor of Arts (B.A.), Economics, Legal Studies
Princeton Day School 2003 — 2009
High School Degree
Morgan Stanley Wealth Management May 2014 - Present
Bloomberg LP October 2013 - March 2014
Bradley, Foster & Sargent, Inc. September 2012 - January 2013
Sackman Enterprises LLC June 2012 - September 2012
RBC Wealth Management January 2012 - June 2012
Dwight-Englewood School June 2011 - August 2011
Bloomberg LP June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Facebook, Event Planning, Bloomberg Terminal, Sales, Social Networking, Strategic Planning
Education
Trinity College-Hartford 2009 — 2013
Bachelor of Arts (B.A.), Economics, Legal Studies
Princeton Day School 2003 — 2009
High School Degree
Will Carabasi's Morgan Stanley Wealth Management Experience May 2012 - August 2012
Job Analyst at Nine Ten Capital Management
Industry Investment Management
Experience
Nine Ten Capital Management July 2014 - Present
Bares Capital Management August 2013 - June 2014
Morgan Stanley Wealth Management May 2012 - August 2012
Definitive Capital Management LP July 2011 - August 2011
Education
The University of Texas at Austin 2009 — 2013
BBA, Finance
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Nine Ten Capital Management July 2014 - Present
Bares Capital Management August 2013 - June 2014
Morgan Stanley Wealth Management May 2012 - August 2012
Definitive Capital Management LP July 2011 - August 2011
Education
The University of Texas at Austin 2009 — 2013
BBA, Finance
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Maya Benayoun's Morgan Stanley Wealth Management Experience June 2012 - Present
Job Municipal Sales at Morgan Stanley & Co.
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Morgan Stanley Wealth Management June 2012 - Present
JPMorgan Chase & Co. June 2011 - Present
Vanderbilt Athletics Department August 2009 - Present
The Nielsen Company- Nielsen Sports June 2010 - August 2010
Ramban Associates LLC June 2006 - July 2009
Skills
Advertising
Education
Vanderbilt University 2008 — 2012
Communication & Leadership, Financial Economics
The University of Queensland 2011 — 2011
Study Abroad
Morgan Stanley August 2014 - Present
Morgan Stanley Wealth Management June 2012 - Present
JPMorgan Chase & Co. June 2011 - Present
Vanderbilt Athletics Department August 2009 - Present
The Nielsen Company- Nielsen Sports June 2010 - August 2010
Ramban Associates LLC June 2006 - July 2009
Skills
Advertising
Education
Vanderbilt University 2008 — 2012
Communication & Leadership, Financial Economics
The University of Queensland 2011 — 2011
Study Abroad
Hank Bashore Hank Bashore's Morgan Stanley Wealth Management Experience July 1987 - September 2012
Job Senior Vice President at Stephens Inc Private Client Group
Industry Financial Services
Experience
Stephens Inc Private Client Group September 2012 - Present
Morgan Stanley Wealth Management July 1987 - September 2012
Merrill Lynch January 1981 - July 1987
Education
The University of Texas at Austin 1973 — 1980
B.B.A & B.A., Finance, Political Science
The University of Texas at El Paso 1972 — 1973
Burges High School 1969 — 1972
High School Diploma
Stephens Inc Private Client Group September 2012 - Present
Morgan Stanley Wealth Management July 1987 - September 2012
Merrill Lynch January 1981 - July 1987
Education
The University of Texas at Austin 1973 — 1980
B.B.A & B.A., Finance, Political Science
The University of Texas at El Paso 1972 — 1973
Burges High School 1969 — 1972
High School Diploma
Didi Nicolas's Morgan Stanley Wealth Management Experience June 2009 - December 2012
Job Vice President / National Development Officer at Morgan Staney Global Wealth Manageme
Industry Financial Services
Experience
Morgan Stanley March 2013 - Present
Morgan Stanley Wealth Management June 2009 - December 2012
Morgan Stanley Wealth Management January 2008 - June 2009
Education
SUNY Albany 1988 — 1992
Bachelor's degree, Economics
Morgan Stanley March 2013 - Present
Morgan Stanley Wealth Management June 2009 - December 2012
Morgan Stanley Wealth Management January 2008 - June 2009
Education
SUNY Albany 1988 — 1992
Bachelor's degree, Economics
Henry M Caldwell Henry M Caldwell's Morgan Stanley Wealth Management Experience August 2011 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2014 - Present
Morgan Stanley Wealth Management August 2011 - Present
Henry's Memphis BBQ, LLC December 2004 - December 2010
Commonwealth Cornerstone, Inc. July 1992 - July 2005
Boyle Investment Company August 1985 - June 1992
Skills
Investments, Wealth, Mutual Funds, Strategic Planning, Risk Management, High Net Worth..., Investment Strategies, Wealth Preservation, Wealth Transfer
Education
The University of Memphis 1982 — 1985
Bachelor's Degree
University of Tennessee-Knoxville 1980 — 1982
Rhodes College 1979 — 1980
Memphis University School 1973 — 1979
Diploma
Wells Fargo Advisors, LLC August 2014 - Present
Morgan Stanley Wealth Management August 2011 - Present
Henry's Memphis BBQ, LLC December 2004 - December 2010
Commonwealth Cornerstone, Inc. July 1992 - July 2005
Boyle Investment Company August 1985 - June 1992
Skills
Investments, Wealth, Mutual Funds, Strategic Planning, Risk Management, High Net Worth..., Investment Strategies, Wealth Preservation, Wealth Transfer
Education
The University of Memphis 1982 — 1985
Bachelor's Degree
University of Tennessee-Knoxville 1980 — 1982
Rhodes College 1979 — 1980
Memphis University School 1973 — 1979
Diploma
Alexander Barreto Alexander Barreto's Morgan Stanley Wealth Management Experience October 2012 - May 2013
Job Senior Business Analyst at AIG
Industry Financial Services
Experience
AIG March 2015 - Present
AIG July 2013 - March 2015
Morgan Stanley Wealth Management October 2012 - May 2013
AIG June 2012 - August 2012
Skills
Financial Analysis, Microsoft Office, Financial Modeling, Microsoft Excel, Valuation, Portfolio Management, Investments, Customer Service, Leadership, Financial Services, Insurance, Quantitative Research, DCF Valuation, Morningstar, Vendor Management, Risk Management, Thomson One Analytics, Benefit Cost Analysis, Financial Tracking, Executive Reporting, RFP, Vendor Relationships, Program Financial...
Education
University at Buffalo 2009 — 2013
Bachelor of Science, Business Administration; Financial Analysis & International Business
AIG March 2015 - Present
AIG July 2013 - March 2015
Morgan Stanley Wealth Management October 2012 - May 2013
AIG June 2012 - August 2012
Skills
Financial Analysis, Microsoft Office, Financial Modeling, Microsoft Excel, Valuation, Portfolio Management, Investments, Customer Service, Leadership, Financial Services, Insurance, Quantitative Research, DCF Valuation, Morningstar, Vendor Management, Risk Management, Thomson One Analytics, Benefit Cost Analysis, Financial Tracking, Executive Reporting, RFP, Vendor Relationships, Program Financial...
Education
University at Buffalo 2009 — 2013
Bachelor of Science, Business Administration; Financial Analysis & International Business
Cobi Caples Cobi Caples's Morgan Stanley Wealth Management Experience May 2013 - November 2014
Job Teller at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation February 2015 - Present
Morgan Stanley Wealth Management May 2013 - November 2014
University Medical Center May 2011 - October 2011
Skills
Economics, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Financial Modeling, Microsoft Word, Corporate Finance, Teamwork, Customer Service, Research, Analysis, Data Analysis
Education
University of Alabama 2009 — 2013
Bachelor of Science (B.S.), Economics
Regions Financial Corporation February 2015 - Present
Morgan Stanley Wealth Management May 2013 - November 2014
University Medical Center May 2011 - October 2011
Skills
Economics, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Financial Modeling, Microsoft Word, Corporate Finance, Teamwork, Customer Service, Research, Analysis, Data Analysis
Education
University of Alabama 2009 — 2013
Bachelor of Science (B.S.), Economics
AJ Jaggi AJ Jaggi's Morgan Stanley Wealth Management Experience May 2011 - August 2011
Job Sales Director at ViralGains
Industry Internet
Experience
ViralGains January 2015 - Present
ViralGains August 2014 - January 2015
ViralGains June 2013 - July 2014
ATC, LLC August 2012 - June 2013
University of Richmond January 2010 - September 2012
Gold Village Entertainment June 2012 - August 2012
Morgan Stanley Wealth Management May 2011 - August 2011
Virtify Inc May 2010 - August 2010
Skills
Social Media, Social Media Marketing, Public Speaking, New Business Development, Strategic Planning, Strategic Prospecting, Digital Marketing, Salesforce.com, Research, Team Management, Inside Sales, Digital Music Marketing, Microsoft Excel, Microsoft Office, Marketing Strategy, Microsoft Word, Digital Media, Facebook, PowerPoint, Marketing
Education
University of Richmond - Robins School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General, Senior
The University of Queensland
Bachelor of Business Administration (BBA), Finance, General
Concord Academy 2005 — 2009
Diploma
ViralGains January 2015 - Present
ViralGains August 2014 - January 2015
ViralGains June 2013 - July 2014
ATC, LLC August 2012 - June 2013
University of Richmond January 2010 - September 2012
Gold Village Entertainment June 2012 - August 2012
Morgan Stanley Wealth Management May 2011 - August 2011
Virtify Inc May 2010 - August 2010
Skills
Social Media, Social Media Marketing, Public Speaking, New Business Development, Strategic Planning, Strategic Prospecting, Digital Marketing, Salesforce.com, Research, Team Management, Inside Sales, Digital Music Marketing, Microsoft Excel, Microsoft Office, Marketing Strategy, Microsoft Word, Digital Media, Facebook, PowerPoint, Marketing
Education
University of Richmond - Robins School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General, Senior
The University of Queensland
Bachelor of Business Administration (BBA), Finance, General
Concord Academy 2005 — 2009
Diploma
Peter Ferro Peter Ferro's Morgan Stanley Wealth Management Experience September 2013 - December 2013
Job Associate Media Manager at 360i
Industry Marketing and Advertising
Experience
360i April 2015 - Present
1-800 Flowers.com September 2014 - April 2015
PivNet, Inc. January 2014 - May 2014
Morgan Stanley Wealth Management September 2013 - December 2013
Skills
Social Media, Marketing, Market Research, Social Media Marketing, Online Marketing, Microsoft Office, Leadership, Email Marketing, Google Analytics, Marketing Strategy, Facebook, Microsoft Excel, Digital Marketing, Integrated Marketing, Presentations, Team Leadership, Creative Writing, Business Writing, Business Planning, Online Research, Networking, Social Skills, Integrated Marketing..., Strategic Planning, Public Speaking, Work Ethic, Business Ethics, PowerPoint, Customer Service, Microsoft Word, Analysis, Research, Google Adwords, Bing Ads
Education
Towson University 2009 — 2014
Bachelor's Degree, Business Administration, Concentration in Marketing
360i April 2015 - Present
1-800 Flowers.com September 2014 - April 2015
PivNet, Inc. January 2014 - May 2014
Morgan Stanley Wealth Management September 2013 - December 2013
Skills
Social Media, Marketing, Market Research, Social Media Marketing, Online Marketing, Microsoft Office, Leadership, Email Marketing, Google Analytics, Marketing Strategy, Facebook, Microsoft Excel, Digital Marketing, Integrated Marketing, Presentations, Team Leadership, Creative Writing, Business Writing, Business Planning, Online Research, Networking, Social Skills, Integrated Marketing..., Strategic Planning, Public Speaking, Work Ethic, Business Ethics, PowerPoint, Customer Service, Microsoft Word, Analysis, Research, Google Adwords, Bing Ads
Education
Towson University 2009 — 2014
Bachelor's Degree, Business Administration, Concentration in Marketing
Christopher Coman, CFP® Christopher Coman, CFP®'s Morgan Stanley Wealth Management Experience August 2000 - August 2005
Job First Vice President Investment Officer at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors August 2005 - Present
Morgan Stanley Wealth Management August 2000 - August 2005
Skills
Series 7, Wealth Management, Investments, Retirement Planning, Portfolio Management, Mutual Funds, Strategic Financial..., Financial Analysis, Equities, Series 63, Banking, Securities, Asset Allocation, Retirement, Investment Advisory, Fixed Income, Asset Management, Credit, Financial Modeling, Loans, Certified Financial...
Education
University at Buffalo 1988 — 1992
Bachelor's Degree, Economics
Wells Fargo Advisors August 2005 - Present
Morgan Stanley Wealth Management August 2000 - August 2005
Skills
Series 7, Wealth Management, Investments, Retirement Planning, Portfolio Management, Mutual Funds, Strategic Financial..., Financial Analysis, Equities, Series 63, Banking, Securities, Asset Allocation, Retirement, Investment Advisory, Fixed Income, Asset Management, Credit, Financial Modeling, Loans, Certified Financial...
Education
University at Buffalo 1988 — 1992
Bachelor's Degree, Economics
Will Newman's Morgan Stanley Wealth Management Experience July 2013 - Present
Job Registered Associate
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2013 - Present
SEAL Patrol August 2011 - October 2011
Merrill Lynch 2007 - 2008
Morgan Stanley Smith Barney 2006 - 2007
Harvard University 2006 - 2006
Skills
Finance, Risk Management, Financial Advisory, Investments, Wealth Management..., Financial Modeling, Asset Management, Financial Analysis, Valuation, Asset Allocation, Series 7, Equities, Series 66, Start-ups, 529 Plans, IRAs, ETFs, Entrepreneurship, Separately Managed..., Financial Services, Investment Advisory, Venture Capital, Insurance, Securities, Mutual Funds, Alternative Investments
Education
Trinity College-Hartford
St. Mark's School
Morgan Stanley Wealth Management July 2013 - Present
SEAL Patrol August 2011 - October 2011
Merrill Lynch 2007 - 2008
Morgan Stanley Smith Barney 2006 - 2007
Harvard University 2006 - 2006
Skills
Finance, Risk Management, Financial Advisory, Investments, Wealth Management..., Financial Modeling, Asset Management, Financial Analysis, Valuation, Asset Allocation, Series 7, Equities, Series 66, Start-ups, 529 Plans, IRAs, ETFs, Entrepreneurship, Separately Managed..., Financial Services, Investment Advisory, Venture Capital, Insurance, Securities, Mutual Funds, Alternative Investments
Education
Trinity College-Hartford
St. Mark's School
Austin King's Morgan Stanley Wealth Management Experience May 2014 - August 2014
Job Assurance Intern at PwC
Industry
Experience
PwC January 2015 - March 2015
Morgan Stanley Wealth Management May 2014 - August 2014
Camp Takajo June 2009 - August 2013
Party Planners West inc. January 2013 - February 2013
Boston Bruins December 2011 - December 2011
Skills
Microsoft Excel, Cpr Certified, Sports, Event Planning
Education
Tulane University - A.B. Freeman School of Business 2011 — 2015
Lexington High School 2007 — 2011
High School Diploma
PwC January 2015 - March 2015
Morgan Stanley Wealth Management May 2014 - August 2014
Camp Takajo June 2009 - August 2013
Party Planners West inc. January 2013 - February 2013
Boston Bruins December 2011 - December 2011
Skills
Microsoft Excel, Cpr Certified, Sports, Event Planning
Education
Tulane University - A.B. Freeman School of Business 2011 — 2015
Lexington High School 2007 — 2011
High School Diploma
Jason C. Hilliard's Morgan Stanley Wealth Management Experience April 2011 - September 2013
Job President at Forecast Capital Management LLC
Industry Financial Services
Experience
CONCERT Wealth Management, Inc. December 2014 - Present
Forecast Capital Management LLC September 2013 - Present
York Street CrossFit LLC October 2011 - Present
Morgan Stanley Wealth Management April 2011 - September 2013
Hilliard Law Group, LLC May 2010 - April 2011
Castle Meinhold & Stawiarski LLC May 2009 - May 2010
Denver District Attorney's Office August 2008 - December 2008
Green Light Trading January 2004 - March 2006
Chicago Board of Trade September 2002 - December 2003
Skills
Estate Planning, Real Estate, Securities, Investments, Hedge Funds, Series 7, Private Placements, Equities, Small Business, Alternative Investments, Mutual Funds, Entrepreneurship, Asset Allocation, Portfolio Management, Series 63, Wealth Management, Investment Strategies
Education
Thomas M. Cooley Law School 2006 — 2008
Juris Doctorate, Business Transactions
University of Colorado Boulder - Leeds School of Business 1997 — 2001
BS, Finance
University of Colorado at Boulder 1997 — 2001
BS, Finance with emphasis in Entrepreneurship
Marian Catholic High School 1994 — 1997
CONCERT Wealth Management, Inc. December 2014 - Present
Forecast Capital Management LLC September 2013 - Present
York Street CrossFit LLC October 2011 - Present
Morgan Stanley Wealth Management April 2011 - September 2013
Hilliard Law Group, LLC May 2010 - April 2011
Castle Meinhold & Stawiarski LLC May 2009 - May 2010
Denver District Attorney's Office August 2008 - December 2008
Green Light Trading January 2004 - March 2006
Chicago Board of Trade September 2002 - December 2003
Skills
Estate Planning, Real Estate, Securities, Investments, Hedge Funds, Series 7, Private Placements, Equities, Small Business, Alternative Investments, Mutual Funds, Entrepreneurship, Asset Allocation, Portfolio Management, Series 63, Wealth Management, Investment Strategies
Education
Thomas M. Cooley Law School 2006 — 2008
Juris Doctorate, Business Transactions
University of Colorado Boulder - Leeds School of Business 1997 — 2001
BS, Finance
University of Colorado at Boulder 1997 — 2001
BS, Finance with emphasis in Entrepreneurship
Marian Catholic High School 1994 — 1997
Kirby Kinney's Morgan Stanley Wealth Management Experience May 2008 - July 2008
Job Sr. Analyst, HR Workforce Reporting & Analytics at ADT
Industry Security and Investigations
Experience
ADT July 2015 - Present
ADT August 2013 - June 2015
ADT June 2013 - August 2013
University of Central Florida August 2012 - May 2013
Dominion Partners Private Wealth Management November 2011 - July 2012
Kinnucan's August 2010 - June 2011
Kinnucan's May 2009 - August 2010
Kinnucan's September 2008 - May 2009
Morgan Stanley Wealth Management May 2008 - July 2008
Skills
SPSS, Research, Microsoft Office, Data Analysis, Statistics, PowerPoint, Public Speaking, Microsoft Excel, Psychology, Teaching, Microsoft Word, Higher Education, Time Management, Leadership, Human Resources
Education
University of Central Florida 2012 — 2014
Master of Science (MS), Industrial and Organizational Psychology
University of Alabama 2007 — 2011
Bachelor of Arts (B.A.), Major: Psychology, Minor: Business
ADT July 2015 - Present
ADT August 2013 - June 2015
ADT June 2013 - August 2013
University of Central Florida August 2012 - May 2013
Dominion Partners Private Wealth Management November 2011 - July 2012
Kinnucan's August 2010 - June 2011
Kinnucan's May 2009 - August 2010
Kinnucan's September 2008 - May 2009
Morgan Stanley Wealth Management May 2008 - July 2008
Skills
SPSS, Research, Microsoft Office, Data Analysis, Statistics, PowerPoint, Public Speaking, Microsoft Excel, Psychology, Teaching, Microsoft Word, Higher Education, Time Management, Leadership, Human Resources
Education
University of Central Florida 2012 — 2014
Master of Science (MS), Industrial and Organizational Psychology
University of Alabama 2007 — 2011
Bachelor of Arts (B.A.), Major: Psychology, Minor: Business
Kate McShane Kate McShane's Morgan Stanley Wealth Management Experience April 2013 - Present
Job Marketing at Morgan Stanley
Industry Executive Office
Experience
Morgan Stanley Wealth Management April 2013 - Present
Barrett Office Suites & Services LLC August 2012 - February 2013
Raymond James Financial Inc. June 2011 - July 2012
Graystone Consulting May 2010 - June 2011
Skills
Administrative..., Office Management, Outlook, Customer Service, Microsoft Word, Microsoft Office, PowerPoint, Office Administration, Microsoft Excel, Event Planning, Spreadsheets
Education
Triton College
University of Phoenix
Morgan Stanley Wealth Management April 2013 - Present
Barrett Office Suites & Services LLC August 2012 - February 2013
Raymond James Financial Inc. June 2011 - July 2012
Graystone Consulting May 2010 - June 2011
Skills
Administrative..., Office Management, Outlook, Customer Service, Microsoft Word, Microsoft Office, PowerPoint, Office Administration, Microsoft Excel, Event Planning, Spreadsheets
Education
Triton College
University of Phoenix
David Alford David Alford's Morgan Stanley Wealth Management Experience November 1990 - June 2008
Job Vice President Investments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2012 - Present
UBS June 2008 - February 2012
Morgan Stanley Wealth Management November 1990 - June 2008
Skills
Wealth Management, Series 7, Investments
Education
The University of Memphis 1982 — 1987
Marketing, Business, Management, Marketing, and Related Support Services
Merrill Lynch February 2012 - Present
UBS June 2008 - February 2012
Morgan Stanley Wealth Management November 1990 - June 2008
Skills
Wealth Management, Series 7, Investments
Education
The University of Memphis 1982 — 1987
Marketing, Business, Management, Marketing, and Related Support Services
Henrique Francisco's Morgan Stanley Wealth Management Experience January 2012 - Present
Job Managing Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2012 - Present
Morgan Stanley Smith Barney October 2010 - January 2012
Morgan Stanley September 1999 - September 2010
Summa Technologies January 1998 - September 1999
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, General Management and Finance
Universidade Estadual de Campinas 1989 — 1993
BA, Computer Engineering, Computer Science
Morgan Stanley Wealth Management January 2012 - Present
Morgan Stanley Smith Barney October 2010 - January 2012
Morgan Stanley September 1999 - September 2010
Summa Technologies January 1998 - September 1999
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, General Management and Finance
Universidade Estadual de Campinas 1989 — 1993
BA, Computer Engineering, Computer Science
Gregory Oates Gregory Oates's Morgan Stanley Wealth Management Experience March 2009 - August 2015
Job Assistant Vice President, Business Service Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley Wealth Management March 2009 - August 2015
Merrill Lynch May 2008 - March 2009
Commerce One Financial June 2007 - September 2007
Skills
Investments, Investment Strategies, Series 7, Series 63, Asset Allocation, Wealth Management, Finance, Series 65, Financial Services, Alternative Investments, Equities, Financial Analysis, Portfolio Management, Asset Managment, Fixed Income, Microsoft Excel, Risk Management, Financial Reporting, Operations Management, Supervisory Skills, General Securities...
Education
University of Arizona 2003 — 2007
Bachelor of Science, Finance & Entrepreneurship
Morgan Stanley August 2015 - Present
Morgan Stanley Wealth Management March 2009 - August 2015
Merrill Lynch May 2008 - March 2009
Commerce One Financial June 2007 - September 2007
Skills
Investments, Investment Strategies, Series 7, Series 63, Asset Allocation, Wealth Management, Finance, Series 65, Financial Services, Alternative Investments, Equities, Financial Analysis, Portfolio Management, Asset Managment, Fixed Income, Microsoft Excel, Risk Management, Financial Reporting, Operations Management, Supervisory Skills, General Securities...
Education
University of Arizona 2003 — 2007
Bachelor of Science, Finance & Entrepreneurship
Paul Hatch Paul Hatch's Morgan Stanley Wealth Management Experience April 2011 - June 2012
Job Head Advice and Solutions, Wealth Management America's at UBS
Industry Financial Services
Experience
UBS May 2014 - Present
Augusta Warrior Project January 2014 - Present
Wheelhouse Analytics September 2013 - May 2014
KNUU Investment Solutions April 2013 - May 2014
Morgan Stanley Smith Barney June 2012 - April 2013
Morgan Stanley Wealth Management April 2011 - June 2012
Morgan Stanley Smith Barney January 2010 - April 2011
Morgan Stanley Smith Barney June 2007 - June 2009
Smith Barney 2003 - 2007
Smith Barney December 2003 - December 2004
Skills
Alternative Investments, Asset Management, Equities, Financial Planning, Mutual Funds, Retirement Planning, Life Insurance, Annuity Sales, Asset Allocation, Training, Business Strategy, Strategic Financial..., Asset Managment, Hedge Funds, Portfolio Management, Investments, Estate Planning, Leadership, Investment Strategies, Investment Advisory, Fixed Income, Financial Services, Wealth Management..., Capital Markets, Retirement, Investment Management, Financial Advisory, Wealth Management, Securities, Risk Management, Insurance, Financial Markets, Private Equity, ETFs, Due Diligence, FINRA, Finance, Trading, Series 7, Strategy, Series 24, Series 63, Entrepreneurship, Fixed Annuities, Fund Of Funds, Options, Bonds, Management, Wealth, Funding
Education
United States Naval Academy 1975 — 1979
BS, General Engineering and Political Science
UBS May 2014 - Present
Augusta Warrior Project January 2014 - Present
Wheelhouse Analytics September 2013 - May 2014
KNUU Investment Solutions April 2013 - May 2014
Morgan Stanley Smith Barney June 2012 - April 2013
Morgan Stanley Wealth Management April 2011 - June 2012
Morgan Stanley Smith Barney January 2010 - April 2011
Morgan Stanley Smith Barney June 2007 - June 2009
Smith Barney 2003 - 2007
Smith Barney December 2003 - December 2004
Skills
Alternative Investments, Asset Management, Equities, Financial Planning, Mutual Funds, Retirement Planning, Life Insurance, Annuity Sales, Asset Allocation, Training, Business Strategy, Strategic Financial..., Asset Managment, Hedge Funds, Portfolio Management, Investments, Estate Planning, Leadership, Investment Strategies, Investment Advisory, Fixed Income, Financial Services, Wealth Management..., Capital Markets, Retirement, Investment Management, Financial Advisory, Wealth Management, Securities, Risk Management, Insurance, Financial Markets, Private Equity, ETFs, Due Diligence, FINRA, Finance, Trading, Series 7, Strategy, Series 24, Series 63, Entrepreneurship, Fixed Annuities, Fund Of Funds, Options, Bonds, Management, Wealth, Funding
Education
United States Naval Academy 1975 — 1979
BS, General Engineering and Political Science
Ty Nelson's Morgan Stanley Wealth Management Experience August 2013 - May 2014
Job Student at University of Georgia Terry College of Business
Industry Accounting
Experience
Windham Brannon May 2015 - July 2015
Morgan Stanley Wealth Management August 2013 - May 2014
Education
The University of Georgia 2015 — 2016
Master's degree, Accounting
University of Georgia - Terry College of Business 2012 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Marist School 2008 — 2012
Windham Brannon May 2015 - July 2015
Morgan Stanley Wealth Management August 2013 - May 2014
Education
The University of Georgia 2015 — 2016
Master's degree, Accounting
University of Georgia - Terry College of Business 2012 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Marist School 2008 — 2012
Nicole Freeman Nicole Freeman's Morgan Stanley Wealth Management Experience June 2012 - August 2012
Job Operations Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2014 - Present
Morgan Stanley Wealth Management June 2012 - August 2012
Skills
Project Coordination, Group Communication, Qualtrics, Financial Analysis, Strategy
Education
University of Virginia 2010 — 2014
B.S, Commerce; Finance and Marketing; Global Commerce, 3.5
Università Commerciale 'Luigi Bocconi' 2013 — 2013
International Business
Goldman Sachs July 2014 - Present
Morgan Stanley Wealth Management June 2012 - August 2012
Skills
Project Coordination, Group Communication, Qualtrics, Financial Analysis, Strategy
Education
University of Virginia 2010 — 2014
B.S, Commerce; Finance and Marketing; Global Commerce, 3.5
Università Commerciale 'Luigi Bocconi' 2013 — 2013
International Business
Rita Jensen Rita Jensen's Morgan Stanley Wealth Management Experience December 2001 - Present
Job Portfolio Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management December 2001 - Present
Nixon Peabody LLP July 1992 - May 2000
Skills
Series 7, Series 63, Series 66, Wealth Management, Retirement Planning, Mutual Funds, Investments, Securities, Equities, Fixed Income
Education
The University of Memphis
Morgan Stanley Wealth Management December 2001 - Present
Nixon Peabody LLP July 1992 - May 2000
Skills
Series 7, Series 63, Series 66, Wealth Management, Retirement Planning, Mutual Funds, Investments, Securities, Equities, Fixed Income
Education
The University of Memphis
Rick (Doe-Yoon) Kim Rick (Doe-Yoon) Kim's Morgan Stanley Wealth Management Experience April 2012 - May 2012
Job MS Accounting Student
Industry Accounting
Experience
Zion Market August 2013 - August 2015
Club Finance Council September 2012 - March 2013
Economics and Business Student Association May 2012 - March 2013
Club Finance Council September 2011 - June 2012
Morgan Stanley Wealth Management April 2012 - May 2012
Skills
Strategic Planning, Investment Advisory, Stock Trading, Communication, Linguistics, Korean, Spanish, Technical Writing, Proposal Writing, Economics, Networking
Education
The University of Texas at Dallas 2015 — 2017
Master of Science (MS), Accounting
UC Davis 2009 — 2013
Bachelor's degree, Economics
Westview High School 2005 — 2009
Zion Market August 2013 - August 2015
Club Finance Council September 2012 - March 2013
Economics and Business Student Association May 2012 - March 2013
Club Finance Council September 2011 - June 2012
Morgan Stanley Wealth Management April 2012 - May 2012
Skills
Strategic Planning, Investment Advisory, Stock Trading, Communication, Linguistics, Korean, Spanish, Technical Writing, Proposal Writing, Economics, Networking
Education
The University of Texas at Dallas 2015 — 2017
Master of Science (MS), Accounting
UC Davis 2009 — 2013
Bachelor's degree, Economics
Westview High School 2005 — 2009
Erika Kelly's Morgan Stanley Wealth Management Experience June 2014 - Present
Job Regional Diversity Officer/Assistant Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2014 - Present
AT&T April 2010 - Present
AT&T January 2009 - April 2010
AT&T June 2007 - December 2008
AT&T January 2007 - June 2007
AT&T January 2006 - January 2007
Skills
Call Center, Process Improvement, Customer Service, Compensation, Incentives, Vendor Management, Business Requirements, Network Services, Marketing, Special Programs, Non-profit Volunteer, Employee Recognition, Recognition Awards, Payroll Taxes, Deferred Compensation, Change Management, Call Centers, Leadership Development, Diversity, Talent Management
Education
The University of Texas at Arlington 2008 — 2012
MBA, Human Resource Management
Texas A&M University College 2001 — 2005
BS, Education and Human Resource Development
Morgan Stanley Wealth Management June 2014 - Present
AT&T April 2010 - Present
AT&T January 2009 - April 2010
AT&T June 2007 - December 2008
AT&T January 2007 - June 2007
AT&T January 2006 - January 2007
Skills
Call Center, Process Improvement, Customer Service, Compensation, Incentives, Vendor Management, Business Requirements, Network Services, Marketing, Special Programs, Non-profit Volunteer, Employee Recognition, Recognition Awards, Payroll Taxes, Deferred Compensation, Change Management, Call Centers, Leadership Development, Diversity, Talent Management
Education
The University of Texas at Arlington 2008 — 2012
MBA, Human Resource Management
Texas A&M University College 2001 — 2005
BS, Education and Human Resource Development
Mike Rosier's Morgan Stanley Wealth Management Experience April 2012 - May 2013
Job Editor at North Augusta Today
Industry Media Production
Experience
North Augusta Today June 2015 - Present
The Augusta Chronicle 2014 - May 2015
The Augusta Chronicle June 2013 - April 2014
Morgan Stanley Wealth Management April 2012 - May 2013
The Citizen News August 2007 - April 2012
Skills
Journalism, Editing, Blogging, Copy Editing, Proofreading, AP Style, Newsletters, News Writing, Newspapers, Public Relations, Media Relations, Facebook, Press Releases, Social Networking, Social Media
Education
University of South Carolina-Aiken 2009 — 2012
Bachelor of Arts (BA), History
Truett-McConnell College 1993 — 1995
None, Secondary Education/History
North Augusta Today June 2015 - Present
The Augusta Chronicle 2014 - May 2015
The Augusta Chronicle June 2013 - April 2014
Morgan Stanley Wealth Management April 2012 - May 2013
The Citizen News August 2007 - April 2012
Skills
Journalism, Editing, Blogging, Copy Editing, Proofreading, AP Style, Newsletters, News Writing, Newspapers, Public Relations, Media Relations, Facebook, Press Releases, Social Networking, Social Media
Education
University of South Carolina-Aiken 2009 — 2012
Bachelor of Arts (BA), History
Truett-McConnell College 1993 — 1995
None, Secondary Education/History
Brandon Kops Brandon Kops's Morgan Stanley Wealth Management Experience September 2012 - December 2012
Job Analyst at Royal Bank of Scotland
Industry Financial Services
Experience
Royal Bank of Scotland July 2014 - Present
Universal Pictures August 2012 - May 2014
Ogilvy & Mather June 2013 - August 2013
Meyers Associates L.P. May 2013 - June 2013
Morgan Stanley Wealth Management September 2012 - December 2012
Pinion Financial Services, LLC November 2011 - July 2012
Skills
Marketing, Investments, Social Media, Market Research, Microsoft Excel, PowerPoint, Financial Analysis, Portfolio Management, SPSS, DCF Valuation, iMovie, SAP, Finance, Strategy, Business Development, Corporate Finance
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2014
Bachelor of Science (BS), Finance & Marketing
Universitat Autònoma de Barcelona 2013 — 2013
International Finance
Bridgewater-Raritan High School 2007 — 2010
Royal Bank of Scotland July 2014 - Present
Universal Pictures August 2012 - May 2014
Ogilvy & Mather June 2013 - August 2013
Meyers Associates L.P. May 2013 - June 2013
Morgan Stanley Wealth Management September 2012 - December 2012
Pinion Financial Services, LLC November 2011 - July 2012
Skills
Marketing, Investments, Social Media, Market Research, Microsoft Excel, PowerPoint, Financial Analysis, Portfolio Management, SPSS, DCF Valuation, iMovie, SAP, Finance, Strategy, Business Development, Corporate Finance
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2014
Bachelor of Science (BS), Finance & Marketing
Universitat Autònoma de Barcelona 2013 — 2013
International Finance
Bridgewater-Raritan High School 2007 — 2010
Marta Ferrete Marta Ferrete's Morgan Stanley Wealth Management Experience October 2001 - Present
Job Vice President at Morgan Stanley Wealth Management
Industry Banking
Experience
Morgan Stanley Wealth Management October 2001 - Present
Citigroup January 2001 - July 2007
Skills
Banking, Fixed Income, Investment Banking, Capital Markets, Risk Management, Business Analysis, Portfolio Management, Financial Services, Wealth Management, SDLC, Requirements Gathering, Cash Management, Analysis, Mutual Funds, Operational Risk..., Relationship Management, Series 7, PMO, Securities, Equities, AML, Trading Systems, Derivatives, Financial Risk, Operational Risk, KYC, Payments, Hedge Funds, Private Banking, Commercial Banking, SWIFT payments, Credit Cards, Financial Markets, Electronic Trading, Trading, Market Data, Internet Banking, Asset Management, Liquidity Management, Alternative Investments, Sybase, Business Requirements, Retail Banking, User Acceptance Testing, Corporate Finance, Financial Modeling, Offshoring, Valuation, Transaction Processing, Finance
Education
Universitat de Barcelona 1994 — 1999
Licenciada en Derecho, Attorney at Law
Morgan Stanley Wealth Management October 2001 - Present
Citigroup January 2001 - July 2007
Skills
Banking, Fixed Income, Investment Banking, Capital Markets, Risk Management, Business Analysis, Portfolio Management, Financial Services, Wealth Management, SDLC, Requirements Gathering, Cash Management, Analysis, Mutual Funds, Operational Risk..., Relationship Management, Series 7, PMO, Securities, Equities, AML, Trading Systems, Derivatives, Financial Risk, Operational Risk, KYC, Payments, Hedge Funds, Private Banking, Commercial Banking, SWIFT payments, Credit Cards, Financial Markets, Electronic Trading, Trading, Market Data, Internet Banking, Asset Management, Liquidity Management, Alternative Investments, Sybase, Business Requirements, Retail Banking, User Acceptance Testing, Corporate Finance, Financial Modeling, Offshoring, Valuation, Transaction Processing, Finance
Education
Universitat de Barcelona 1994 — 1999
Licenciada en Derecho, Attorney at Law
Dane McElroy Dane McElroy's Morgan Stanley Wealth Management Experience October 2010 - June 2011
Job Finance | Operations
Industry Consumer Goods
Experience
Hint, Inc. July 2015 - Present
Otis McAllister, Inc. November 2012 - July 2015
Nueva Cocina Foods August 2011 - October 2012
Morgan Stanley Wealth Management October 2010 - June 2011
C-Fuels America October 2009 - October 2010
Capital Payments Processing February 2007 - April 2008
Skills
Financial Analysis, Strategic Planning, Series 7, Microsoft Excel, Equity Research, Bloomberg, Marketing, Microsoft Office, Sales, Spanish
Education
University of Miami - School of Business
BBA, Finance
Universidad Complutense de Madrid
BBA, Spanish
Avon Old Farms School
Hint, Inc. July 2015 - Present
Otis McAllister, Inc. November 2012 - July 2015
Nueva Cocina Foods August 2011 - October 2012
Morgan Stanley Wealth Management October 2010 - June 2011
C-Fuels America October 2009 - October 2010
Capital Payments Processing February 2007 - April 2008
Skills
Financial Analysis, Strategic Planning, Series 7, Microsoft Excel, Equity Research, Bloomberg, Marketing, Microsoft Office, Sales, Spanish
Education
University of Miami - School of Business
BBA, Finance
Universidad Complutense de Madrid
BBA, Spanish
Avon Old Farms School
Zack Gordon's Morgan Stanley Wealth Management Experience May 2013 - July 2013
Job Account Management | Real Estate Analyst | Marketing
Industry Entertainment
Experience
Great Seats, Ltd. June 2014 - August 2014
Cresa June 2013 - August 2013
Morgan Stanley Wealth Management May 2013 - July 2013
Embrace Home Loans May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Public Speaking, Financial Analysis, Social Media, Microsoft Word, Social Networking, Sales, Microsoft Office, Leadership, Finance, Marketing, English, Analysis, Investments, Portfolio Management, People Skills
Education
Tulane University 2011 — 2015
Winston Churchill High School 2008 — 2011
Great Seats, Ltd. June 2014 - August 2014
Cresa June 2013 - August 2013
Morgan Stanley Wealth Management May 2013 - July 2013
Embrace Home Loans May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Public Speaking, Financial Analysis, Social Media, Microsoft Word, Social Networking, Sales, Microsoft Office, Leadership, Finance, Marketing, English, Analysis, Investments, Portfolio Management, People Skills
Education
Tulane University 2011 — 2015
Winston Churchill High School 2008 — 2011
Harold Rhee's Morgan Stanley Wealth Management Experience September 2011 - April 2013
Job Regional Planning Consultant at Fidelity Investments
Industry Financial Services
Experience
Studiomouth February 2015 - Present
Fidelity Investments April 2013 - Present
Morgan Stanley Wealth Management September 2011 - April 2013
Morgan Stanley Smith Barney December 2010 - September 2011
Morgan Stanley Smith Barney October 2007 - December 2010
Steelcase 1993 - 1994
Skills
Series 7, Series 63, Series 65, Series 9, Series 10, Series 3, Wealth Management, Podcasting, Adobe Audition
Education
Yale University 1989 — 1993
BA
Union Theological Seminary 1995 — 1998
Master of Divinity
Studiomouth February 2015 - Present
Fidelity Investments April 2013 - Present
Morgan Stanley Wealth Management September 2011 - April 2013
Morgan Stanley Smith Barney December 2010 - September 2011
Morgan Stanley Smith Barney October 2007 - December 2010
Steelcase 1993 - 1994
Skills
Series 7, Series 63, Series 65, Series 9, Series 10, Series 3, Wealth Management, Podcasting, Adobe Audition
Education
Yale University 1989 — 1993
BA
Union Theological Seminary 1995 — 1998
Master of Divinity
Alvin Abraham Alvin Abraham's Morgan Stanley Wealth Management Experience July 2014 - December 2014
Job Finance & Entrepreneurship Student at UTD Naveen Jindal School of Management
Industry Financial Services
Experience
The University of Texas at Austin June 2015 - July 2015
Morgan Stanley Wealth Management July 2014 - December 2014
Skypass Group May 2013 - August 2013
Skypass Travel May 2012 - August 2012
Skills
Leadership, Microsoft Excel, Teamwork, Marketing, Creativity, Customer Service, Organized Multi-tasker, Bank Reconciliation, Finance, Financial Analysis, Financial Statement..., Self-motivated Team..., Management, Financial Accounting, Entrepreneurship, Social Skills, Microsoft Office, Microsoft Word, Public Speaking
Education
The University of Texas at Dallas - School of Management 2012 — 2016
Finance & Entrepreneurship, Finance
The University of Texas at Austin
The University of Texas at Austin June 2015 - July 2015
Morgan Stanley Wealth Management July 2014 - December 2014
Skypass Group May 2013 - August 2013
Skypass Travel May 2012 - August 2012
Skills
Leadership, Microsoft Excel, Teamwork, Marketing, Creativity, Customer Service, Organized Multi-tasker, Bank Reconciliation, Finance, Financial Analysis, Financial Statement..., Self-motivated Team..., Management, Financial Accounting, Entrepreneurship, Social Skills, Microsoft Office, Microsoft Word, Public Speaking
Education
The University of Texas at Dallas - School of Management 2012 — 2016
Finance & Entrepreneurship, Finance
The University of Texas at Austin
Dawn (Neal) Urbanovsky Dawn (Neal) Urbanovsky's Morgan Stanley Wealth Management Experience September 2011 - May 2013
Job Relationship Manager
Industry Financial Services
Experience
Fidelity Investments May 2013 - Present
Morgan Stanley Wealth Management September 2011 - May 2013
TIAA-CREF August 2007 - August 2011
Skills
Series 7, Investments, Mutual Funds, Retirement Planning, Series 63, Wealth Management, Pensions, Brokerage
Education
The University of Texas at Arlington 2003 — 2005
BA, Marketing and Economics
Fidelity Investments May 2013 - Present
Morgan Stanley Wealth Management September 2011 - May 2013
TIAA-CREF August 2007 - August 2011
Skills
Series 7, Investments, Mutual Funds, Retirement Planning, Series 63, Wealth Management, Pensions, Brokerage
Education
The University of Texas at Arlington 2003 — 2005
BA, Marketing and Economics
Alex Tepper Alex Tepper's Morgan Stanley Wealth Management Experience June 2014 - August 2014
Job Sales Representative at Supreme Industrial Products, Inc.
Industry Higher Education
Experience
Supreme Industrial Products, Inc. May 2015 - Present
Morgan Stanley Wealth Management June 2014 - August 2014
Long Awaited Clothing January 2013 - January 2014
Supreme Industrial Products, Inc. May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Sales, Cold Calling, Editing, Account Management, Start-ups, Marketing, Social Media Marketing, Public Speaking, Social Networking, Event Planning, Facebook
Education
Trinity College-Hartford 2012 — 2016
Bachelor’s Degree
Oliver Ames High School 2009 — 2012
Supreme Industrial Products, Inc. May 2015 - Present
Morgan Stanley Wealth Management June 2014 - August 2014
Long Awaited Clothing January 2013 - January 2014
Supreme Industrial Products, Inc. May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Sales, Cold Calling, Editing, Account Management, Start-ups, Marketing, Social Media Marketing, Public Speaking, Social Networking, Event Planning, Facebook
Education
Trinity College-Hartford 2012 — 2016
Bachelor’s Degree
Oliver Ames High School 2009 — 2012
Brendan Goffinet Brendan Goffinet's Morgan Stanley Wealth Management Experience January 2013 - May 2014
Job Managing Director at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch April 2015 - Present
Morgan Stanley Wealth Management January 2013 - May 2014
Morgan Stanley Smith Barney June 2009 - January 2013
Morgan Stanley 1998 - 2009
Hambros Bank 1996 - 1998
Hill Samuel Bank 1994 - 1996
Skills
Wealth Management, Fixed Income, Capital Markets, Emerging Markets, Equities, Trading, Derivatives, Bonds, Loan Origination, Private Placements, Investment Banking, Securities, Private Equity, Hedge Funds, Financial Structuring, Series 7, Series 63, Loans, Structured Products, Origination, Latin America, Fixed Income Trading
Education
UCL 1991 — 1994
BSc (Econ) Hons, Economics, Geography
Repton School 1986 — 1991
Merrill Lynch April 2015 - Present
Morgan Stanley Wealth Management January 2013 - May 2014
Morgan Stanley Smith Barney June 2009 - January 2013
Morgan Stanley 1998 - 2009
Hambros Bank 1996 - 1998
Hill Samuel Bank 1994 - 1996
Skills
Wealth Management, Fixed Income, Capital Markets, Emerging Markets, Equities, Trading, Derivatives, Bonds, Loan Origination, Private Placements, Investment Banking, Securities, Private Equity, Hedge Funds, Financial Structuring, Series 7, Series 63, Loans, Structured Products, Origination, Latin America, Fixed Income Trading
Education
UCL 1991 — 1994
BSc (Econ) Hons, Economics, Geography
Repton School 1986 — 1991
James Mathews James Mathews's Morgan Stanley Wealth Management Experience June 2011 - August 2011
Job Analyst at ING Capital LLC
Industry Banking
Experience
ING Capital LLC July 2013 - Present
Jones Lang LaSalle May 2013 - June 2013
Blue Ocean Equity Partners January 2013 - April 2013
Cambridge Innovation Center June 2012 - August 2012
Morgan Stanley Wealth Management June 2011 - August 2011
Skills
Financial Modeling, Financial Valuation, Financial Analysis, Project Finance, Leveraged Finance, Structured Finance, Mergers & Acquisitions, Capital Markets, Natural Resources, ARGUS
Education
Tufts University 2009 — 2013
Bachelor of Arts (BA), cum laude
Universitat Pompeu Fabra 2012 — 2012
Holderness School 2005 — 2009
ING Capital LLC July 2013 - Present
Jones Lang LaSalle May 2013 - June 2013
Blue Ocean Equity Partners January 2013 - April 2013
Cambridge Innovation Center June 2012 - August 2012
Morgan Stanley Wealth Management June 2011 - August 2011
Skills
Financial Modeling, Financial Valuation, Financial Analysis, Project Finance, Leveraged Finance, Structured Finance, Mergers & Acquisitions, Capital Markets, Natural Resources, ARGUS
Education
Tufts University 2009 — 2013
Bachelor of Arts (BA), cum laude
Universitat Pompeu Fabra 2012 — 2012
Holderness School 2005 — 2009
Michael Marx Michael Marx's Morgan Stanley Wealth Management Experience June 2012 - August 2012
Job Co Founder at DataMarx LLC
Industry Market Research
Experience
DataMarx LLC December 2014 - Present
The Seaport Group September 2013 - February 2014
The Gersh Agency July 2013 - August 2013
The Seaport Group July 2013 - July 2013
Morgan Stanley Wealth Management June 2012 - August 2012
UCLA Orthopedic Hospital July 2009 - August 2009
The Seaport Group June 2009 - July 2009
Manhattan District Attorney's Office June 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Social Networking, Microsoft Office, Research, Event Management, Investments, Market Research, Financial Analysis, Marketing, Leadership
Education
University of Southern California 2011 — 2014
Bachelor’s Degree, Social Sciences, Senior
Tufts University 2010 — 2011
Bachelor's degree, Undecided, Freshman Year
DataMarx LLC December 2014 - Present
The Seaport Group September 2013 - February 2014
The Gersh Agency July 2013 - August 2013
The Seaport Group July 2013 - July 2013
Morgan Stanley Wealth Management June 2012 - August 2012
UCLA Orthopedic Hospital July 2009 - August 2009
The Seaport Group June 2009 - July 2009
Manhattan District Attorney's Office June 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Social Networking, Microsoft Office, Research, Event Management, Investments, Market Research, Financial Analysis, Marketing, Leadership
Education
University of Southern California 2011 — 2014
Bachelor’s Degree, Social Sciences, Senior
Tufts University 2010 — 2011
Bachelor's degree, Undecided, Freshman Year
Matthew Greenhalgh's Morgan Stanley Wealth Management Experience May 2013 - August 2013
Job Capital Markets Sales & Trading Analyst at SunTrust Robinson Humphrey
Industry Capital Markets
Experience
SunTrust Robinson Humphrey July 2015 - Present
SunTrust Robinson Humphrey September 2014 - July 2015
Turner Broadcasting System May 2014 - August 2014
Cannon Financial Institute August 2013 - March 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Kennesaw State University December 2011 - May 2012
Evers & Fox, PC November 2010 - May 2011
Skills
Finance, Fundamental Analysis, Risk Management, Option Pricing Models, Corporate Finance, Team-oriented, Financial Markets, Capital Budgeting, Project Coordination, Data Processing, Manage Client..., Financial Analysis, Teamwork, CAPM, Stock Valuation, Cloud Storage, Quantitative Analytics, Derivatives, Pivot Tables, Analytical Skills, Relationship Management, Essbase, Access, DCF, Hyperion, Agile Methodologies, Project Management, Resource Allocation, Microsoft Project, Project Risk, Capital Markets
Education
The University of Georgia 2012 — 2014
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
University of Georgia - Terry College of Business 2012 — 2014
Bachelor of Business Administration (BBA), Finance
SunTrust Robinson Humphrey July 2015 - Present
SunTrust Robinson Humphrey September 2014 - July 2015
Turner Broadcasting System May 2014 - August 2014
Cannon Financial Institute August 2013 - March 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Kennesaw State University December 2011 - May 2012
Evers & Fox, PC November 2010 - May 2011
Skills
Finance, Fundamental Analysis, Risk Management, Option Pricing Models, Corporate Finance, Team-oriented, Financial Markets, Capital Budgeting, Project Coordination, Data Processing, Manage Client..., Financial Analysis, Teamwork, CAPM, Stock Valuation, Cloud Storage, Quantitative Analytics, Derivatives, Pivot Tables, Analytical Skills, Relationship Management, Essbase, Access, DCF, Hyperion, Agile Methodologies, Project Management, Resource Allocation, Microsoft Project, Project Risk, Capital Markets
Education
The University of Georgia 2012 — 2014
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
University of Georgia - Terry College of Business 2012 — 2014
Bachelor of Business Administration (BBA), Finance
Tucker Mulvihill Tucker Mulvihill's Morgan Stanley Wealth Management Experience May 2013 - June 2013
Job Student at UT Austin
Industry Investment Management
Experience
Cerberus Capital Management July 2015 - July 2015
167 Raw June 2013 - September 2014
Morgan Stanley Wealth Management May 2013 - June 2013
Mulvihill & Tyree Ink September 2011 - May 2013
Skills
Investments, Strategic Planning, Business Strategy
Education
The University of Texas at Austin 2013 — 2017
Bachelor’s Degree, Finance
Kent Denver 2009 — 2013
High School Diploma
Cerberus Capital Management July 2015 - July 2015
167 Raw June 2013 - September 2014
Morgan Stanley Wealth Management May 2013 - June 2013
Mulvihill & Tyree Ink September 2011 - May 2013
Skills
Investments, Strategic Planning, Business Strategy
Education
The University of Texas at Austin 2013 — 2017
Bachelor’s Degree, Finance
Kent Denver 2009 — 2013
High School Diploma
Katelyn Kriesel's Morgan Stanley Wealth Management Experience March 2013 - October 2014
Job Socially Responsible Financial Advisor, Solarize CNY Project Coordinator, Divest Consultant
Industry Financial Services
Experience
Central New York Regional Planning and Development Board July 2015 - Present
Syracuse Sustainability Enterprises May 2015 - Present
Koenig & Selzer Asset Management Group October 2014 - Present
Morgan Stanley Wealth Management March 2013 - October 2014
Diversified Capital Management, LLC December 2010 - March 2013
Holy Shirt April 2009 - October 2009
City of Syracuse - Mayor's Office May 2008 - September 2008
The Office of Assemblywoman Joan Christensen May 2007 - September 2007
Skills
Mutual Funds, Securities, Life Insurance, Finance, Series 63, Public Speaking, Management, Social Media, Leadership, Organizational..., Variable Annuities, Options, Opening New Accounts, Editing, Office Administration, Marketing, Sales, Writing, Microsoft Office, Strategic Financial..., Nonprofits, Event Planning, Financial Planning, Stocks, Bonds, Stock Market, Paperwork, Series 7, Licensed Life & Health..., Superior Client Service, Working With Clients, Strategic Planning, Customer Service, Investments, Estate Planning, Retirement Planning, Insurance, Small Business, Retirement, Public Relations, Research
Education
State University of New York at Buffalo 2005 — 2010
B.A, Political Science; Psychology
State University of New York at Albany 2005 — 2008
BA, Political Science, Psychology
Fayetteville Manlius High School 2001 — 2005
Advanced Regents Diploma
Central New York Regional Planning and Development Board July 2015 - Present
Syracuse Sustainability Enterprises May 2015 - Present
Koenig & Selzer Asset Management Group October 2014 - Present
Morgan Stanley Wealth Management March 2013 - October 2014
Diversified Capital Management, LLC December 2010 - March 2013
Holy Shirt April 2009 - October 2009
City of Syracuse - Mayor's Office May 2008 - September 2008
The Office of Assemblywoman Joan Christensen May 2007 - September 2007
Skills
Mutual Funds, Securities, Life Insurance, Finance, Series 63, Public Speaking, Management, Social Media, Leadership, Organizational..., Variable Annuities, Options, Opening New Accounts, Editing, Office Administration, Marketing, Sales, Writing, Microsoft Office, Strategic Financial..., Nonprofits, Event Planning, Financial Planning, Stocks, Bonds, Stock Market, Paperwork, Series 7, Licensed Life & Health..., Superior Client Service, Working With Clients, Strategic Planning, Customer Service, Investments, Estate Planning, Retirement Planning, Insurance, Small Business, Retirement, Public Relations, Research
Education
State University of New York at Buffalo 2005 — 2010
B.A, Political Science; Psychology
State University of New York at Albany 2005 — 2008
BA, Political Science, Psychology
Fayetteville Manlius High School 2001 — 2005
Advanced Regents Diploma
Stephen Brownlee Stephen Brownlee's Morgan Stanley Wealth Management Experience February 2015 - Present
Job Wealth Advisor at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2015 - Present
Morgan Stanley December 2012 - February 2015
Paul, Weiss, Rifkind, Wharton & Garrison LLP July 2011 - December 2012
Paul, Weiss, Rifkind, Wharton & Garrison LLP June 2009 - July 2011
Obama for America November 2007 - January 2008
Skills
Series 7, Series 66, Wealth Management, Financial Analysis, Financial Modeling, Investments
Education
Washington University in St. Louis 2006 — 2009
A.B., Political Science
United States Naval Academy 2005 — 2006
Quantitative Economics
Sidwell Friends School 1991 — 2005
High School Diploma
Morgan Stanley Wealth Management February 2015 - Present
Morgan Stanley December 2012 - February 2015
Paul, Weiss, Rifkind, Wharton & Garrison LLP July 2011 - December 2012
Paul, Weiss, Rifkind, Wharton & Garrison LLP June 2009 - July 2011
Obama for America November 2007 - January 2008
Skills
Series 7, Series 66, Wealth Management, Financial Analysis, Financial Modeling, Investments
Education
Washington University in St. Louis 2006 — 2009
A.B., Political Science
United States Naval Academy 2005 — 2006
Quantitative Economics
Sidwell Friends School 1991 — 2005
High School Diploma
Austin Edmonds Austin Edmonds's Morgan Stanley Wealth Management Experience June 2014 - August 2014
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
EP Wealth Advisors May 2015 - July 2015
Morgan Stanley Wealth Management June 2014 - August 2014
Northwest Hardwoods July 2013 - August 2013
Uni-Sport 2013 - 2013
City of Hawthore Parks and Recreation June 2011 - August 2011
Coastal Financial Group January 2007 - August 2011
Skills
Time Management, PowerPoint, Microsoft Excel, Accounting, Management, Data Entry, QuickBooks, Public Speaking, Customer Service, Teamwork
Education
University of Arizona 2011 — 2015
Business Finance Major - Global Business Minor, Senior
University of Westminster 2013 — 2013
Business
Mira Costa High School 2007 — 2011
EP Wealth Advisors May 2015 - July 2015
Morgan Stanley Wealth Management June 2014 - August 2014
Northwest Hardwoods July 2013 - August 2013
Uni-Sport 2013 - 2013
City of Hawthore Parks and Recreation June 2011 - August 2011
Coastal Financial Group January 2007 - August 2011
Skills
Time Management, PowerPoint, Microsoft Excel, Accounting, Management, Data Entry, QuickBooks, Public Speaking, Customer Service, Teamwork
Education
University of Arizona 2011 — 2015
Business Finance Major - Global Business Minor, Senior
University of Westminster 2013 — 2013
Business
Mira Costa High School 2007 — 2011
Cameron Armstrong's Morgan Stanley Wealth Management Experience May 2012 - June 2012
Job Business Development Representative at ThinkingPhones
Industry Consumer Goods
Experience
ThinkingPhones June 2015 - Present
The Tap Cafe September 2013 - December 2014
ESPN May 2014 - August 2014
Dear Vista, Inc. June 2013 - August 2013
Morgan Stanley Wealth Management May 2012 - June 2012
Morgan Stanley Wealth Management January 2012 - January 2012
Camp Playland June 2011 - August 2011
Skills
Bloomberg Terminal, Financial Modeling, Microsoft Excel, Economics, Business Intelligence, Data Analysis, Financial Analysis, Market Research, Film, Spanish, Leadership, Corporate Finance, Facebook, Statistics, PowerPoint, Microsoft Word, Sales Operations
Education
Trinity College-Hartford 2011 — 2015
Bachelor of Arts (B.A.), Political Economy
New Canaan High School 2007 — 2011
ThinkingPhones June 2015 - Present
The Tap Cafe September 2013 - December 2014
ESPN May 2014 - August 2014
Dear Vista, Inc. June 2013 - August 2013
Morgan Stanley Wealth Management May 2012 - June 2012
Morgan Stanley Wealth Management January 2012 - January 2012
Camp Playland June 2011 - August 2011
Skills
Bloomberg Terminal, Financial Modeling, Microsoft Excel, Economics, Business Intelligence, Data Analysis, Financial Analysis, Market Research, Film, Spanish, Leadership, Corporate Finance, Facebook, Statistics, PowerPoint, Microsoft Word, Sales Operations
Education
Trinity College-Hartford 2011 — 2015
Bachelor of Arts (B.A.), Political Economy
New Canaan High School 2007 — 2011
Trent Marshall Trent Marshall's Morgan Stanley Wealth Management Experience October 2011 - March 2013
Job Internal Sales Consultant at Thornburg Investment Management
Industry Financial Services
Experience
Thornburg Investment Management March 2013 - Present
Morgan Stanley Wealth Management October 2011 - March 2013
Skills
Series 7, Series 66
Education
The University of New Mexico - Robert O. Anderson School of Management 2011 — 2012
Master of Business Administration (M.B.A.), Finance
The University of New Mexico - Robert O. Anderson School of Management 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Thornburg Investment Management March 2013 - Present
Morgan Stanley Wealth Management October 2011 - March 2013
Skills
Series 7, Series 66
Education
The University of New Mexico - Robert O. Anderson School of Management 2011 — 2012
Master of Business Administration (M.B.A.), Finance
The University of New Mexico - Robert O. Anderson School of Management 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Matt Wasel Matt Wasel's Morgan Stanley Wealth Management Experience February 2014 - November 2014
Job Client Service Associate at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management November 2014 - Present
Morgan Stanley Wealth Management February 2014 - November 2014
Morgan Stanley Wealth Management July 2013 - January 2014
Serengetee LLC April 2012 - August 2012
Black Rock Country Club May 2010 - August 2010
Skills
Social Media, Facebook, Event Planning, Marketing, Social Media Marketing, Time Management, Microsoft Excel, Microsoft Word, Customer Service, Social Networking, Spanish, Teamwork, Microsoft Office, Leadership
Education
University of Arizona 2009 — 2013
Bachelor of Arts (BA), Economics & Institutions
Cohasset High School 2006 — 2009
Morgan Stanley Private Wealth Management November 2014 - Present
Morgan Stanley Wealth Management February 2014 - November 2014
Morgan Stanley Wealth Management July 2013 - January 2014
Serengetee LLC April 2012 - August 2012
Black Rock Country Club May 2010 - August 2010
Skills
Social Media, Facebook, Event Planning, Marketing, Social Media Marketing, Time Management, Microsoft Excel, Microsoft Word, Customer Service, Social Networking, Spanish, Teamwork, Microsoft Office, Leadership
Education
University of Arizona 2009 — 2013
Bachelor of Arts (BA), Economics & Institutions
Cohasset High School 2006 — 2009
Jesse Krieger's Morgan Stanley Wealth Management Experience June 2013 - August 2013
Job Associate at AlphaSights
Industry Financial Services
Experience
AlphaSights July 2015 - Present
Whitney Bank September 2014 - November 2014
Bernstein Global Wealth Management June 2014 - August 2014
Tulane University Burkenroad Reports January 2014 - May 2014
Morgan Stanley Wealth Management June 2013 - August 2013
Skills
Microsoft Excel, Financial Accounting, Conversational Spanish, Microsoft Office, Analysis, Insurance, Customer Satisfaction, Access, Sales, Finance, Public Speaking, Marketing, Banking, Team Leadership, Investments, Accounting, Portfolio Management
Education
Tulane University - A.B. Freeman School of Business 2011 — 2015
Bachelor of Science in Management, Finance, Junior
Rutgers Preparatory School 2007 — 2011
Tulane University
AlphaSights July 2015 - Present
Whitney Bank September 2014 - November 2014
Bernstein Global Wealth Management June 2014 - August 2014
Tulane University Burkenroad Reports January 2014 - May 2014
Morgan Stanley Wealth Management June 2013 - August 2013
Skills
Microsoft Excel, Financial Accounting, Conversational Spanish, Microsoft Office, Analysis, Insurance, Customer Satisfaction, Access, Sales, Finance, Public Speaking, Marketing, Banking, Team Leadership, Investments, Accounting, Portfolio Management
Education
Tulane University - A.B. Freeman School of Business 2011 — 2015
Bachelor of Science in Management, Finance, Junior
Rutgers Preparatory School 2007 — 2011
Tulane University
Wyatt Cole Wyatt Cole's Morgan Stanley Wealth Management Experience January 2013 - March 2013
Job Investments and Acquisitions Analyst, LEDIC Realty Company, LLC
Industry Accounting
Experience
LEDIC Realty Company, LLC August 2015 - Present
EdR Collegiate Housing May 2014 - December 2014
String 'n Swing Tennis April 2012 - December 2014
Morgan Stanley Wealth Management January 2013 - March 2013
RIdgeway Country Club 2009 - 2012
Skills
Financial Analysis, Microsoft Word, Accounting, SEC Financial Reporting, Auditing, US GAAP, Microsoft Excel, Credit, PowerPoint, Budgets, Outlook, Corporate Finance, English
Education
The University of Memphis 2015 — 2016
Master of Science (M.S.), Accounting- Data Analytics & Business Intelligence, 3.56
University of Memphis 2010 — 2014
Bachelors Degree, Finance, 3.1
LEDIC Realty Company, LLC August 2015 - Present
EdR Collegiate Housing May 2014 - December 2014
String 'n Swing Tennis April 2012 - December 2014
Morgan Stanley Wealth Management January 2013 - March 2013
RIdgeway Country Club 2009 - 2012
Skills
Financial Analysis, Microsoft Word, Accounting, SEC Financial Reporting, Auditing, US GAAP, Microsoft Excel, Credit, PowerPoint, Budgets, Outlook, Corporate Finance, English
Education
The University of Memphis 2015 — 2016
Master of Science (M.S.), Accounting- Data Analytics & Business Intelligence, 3.56
University of Memphis 2010 — 2014
Bachelors Degree, Finance, 3.1
David Cwik David Cwik's Morgan Stanley Wealth Management Experience May 2003 - August 2007
Job Regional Marketing Manager at Independent Contractor
Industry Marketing and Advertising
Experience
Independent Contractor June 2007 - Present
Morgan Stanley Wealth Management May 2003 - August 2007
Skills
Marketing, Sales, Event Planning, Brand Development, Event Management, Influencer Marketing, Sales Management, Live Events, Management, Tour Management, Team Management, Brand Management, Event Producing, Branding & Identity, Multi-media Marketing..., Teamwork, Cross-functional Team..., Team-oriented, Team Building, Coordinating Events, Brand Awareness, Branding Experience, Brand Implementation, Regional Marketing, Promotions, Sales Promotion, Promo, Regional Planning, Health Promotion, Radio Promotions, Social Promotion, Program Management, Coordination, Events Coordination, Proposal Writing, Contract Negotiation, Contract Management, Cross-functional..., Client Development, Client Presentation, Manage Client..., Influence Others, Regional Development, Tour Planning, Direct Sales, Sales Presentations, Marketing Strategy, Driving License, Cross Country, Conflict Resolution
Education
University of Arizona 2003 — 2007
Regional Development, Marketing
Independent Contractor June 2007 - Present
Morgan Stanley Wealth Management May 2003 - August 2007
Skills
Marketing, Sales, Event Planning, Brand Development, Event Management, Influencer Marketing, Sales Management, Live Events, Management, Tour Management, Team Management, Brand Management, Event Producing, Branding & Identity, Multi-media Marketing..., Teamwork, Cross-functional Team..., Team-oriented, Team Building, Coordinating Events, Brand Awareness, Branding Experience, Brand Implementation, Regional Marketing, Promotions, Sales Promotion, Promo, Regional Planning, Health Promotion, Radio Promotions, Social Promotion, Program Management, Coordination, Events Coordination, Proposal Writing, Contract Negotiation, Contract Management, Cross-functional..., Client Development, Client Presentation, Manage Client..., Influence Others, Regional Development, Tour Planning, Direct Sales, Sales Presentations, Marketing Strategy, Driving License, Cross Country, Conflict Resolution
Education
University of Arizona 2003 — 2007
Regional Development, Marketing
Daniel Lipsky's Morgan Stanley Wealth Management Experience May 2005 - October 2005
Job National Account Manager at Command Transportation
Industry Transportation/Trucking/Railroad
Experience
Command Transportation March 2012 - Present
Trading Advantage July 2009 - July 2011
State Street August 2008 - December 2008
Chrysler Financial June 2006 - August 2008
Morgan Stanley Wealth Management May 2005 - October 2005
Skills
Sales, Trading Systems, Futures, Commodity Markets, Electronic Trading, Logistics Management, EDI, Finance, Marketing, Microsoft Office, Cold Calling, Predictive Dialers, Collections, Supply Chain Management, Derivatives, Print Ads, Outbound Marketing, Professional Phone..., Sales Management, Account Management, Strategic Planning, Customer Service, Salesforce.com, New Business Development, Investments, Pricing
Education
University of Kansas 2002 — 2006
Bachelor's degree, Economics
Command Transportation March 2012 - Present
Trading Advantage July 2009 - July 2011
State Street August 2008 - December 2008
Chrysler Financial June 2006 - August 2008
Morgan Stanley Wealth Management May 2005 - October 2005
Skills
Sales, Trading Systems, Futures, Commodity Markets, Electronic Trading, Logistics Management, EDI, Finance, Marketing, Microsoft Office, Cold Calling, Predictive Dialers, Collections, Supply Chain Management, Derivatives, Print Ads, Outbound Marketing, Professional Phone..., Sales Management, Account Management, Strategic Planning, Customer Service, Salesforce.com, New Business Development, Investments, Pricing
Education
University of Kansas 2002 — 2006
Bachelor's degree, Economics
Stefan Brozovich's Morgan Stanley Wealth Management Experience May 2012 - August 2012
Job Financial & Logistical Restructuring Analyst Enterprise Products
Industry Oil & Energy
Experience
Enterprise Products July 2014 - Present
Burkenroads Reports January 2014 - May 2014
Tulane University May 2013 - May 2014
Morgan Stanley Wealth Management May 2012 - August 2012
Morgan Stanley Wealth Management May 2011 - August 2011
Mayo Clinic May 2010 - August 2010
Skills
Financial Analysis, Economics, Data Analysis, Analysis, Portfolio Management, Financial & Logistical..., Thompson Reuters, Microsoft Excel, X-Trader, Corporate Valuation, Bloomberg Terminal, Morningstar, Valuation, Mutual Funds, Equity Research Analysis, Due Diligence, Equities, Equity Research
Education
Tulane University - A.B. Freeman School of Business 2013 — 2014
Master of Energy Management, Energy
Tulane University 2009 — 2013
Bachelor of Science (B.S.), Economics
Enterprise Products July 2014 - Present
Burkenroads Reports January 2014 - May 2014
Tulane University May 2013 - May 2014
Morgan Stanley Wealth Management May 2012 - August 2012
Morgan Stanley Wealth Management May 2011 - August 2011
Mayo Clinic May 2010 - August 2010
Skills
Financial Analysis, Economics, Data Analysis, Analysis, Portfolio Management, Financial & Logistical..., Thompson Reuters, Microsoft Excel, X-Trader, Corporate Valuation, Bloomberg Terminal, Morningstar, Valuation, Mutual Funds, Equity Research Analysis, Due Diligence, Equities, Equity Research
Education
Tulane University - A.B. Freeman School of Business 2013 — 2014
Master of Energy Management, Energy
Tulane University 2009 — 2013
Bachelor of Science (B.S.), Economics
Alberto Solana's Morgan Stanley Wealth Management Experience June 2014 - August 2014
Job Investment Banking Analyst at Jefferies
Industry Financial Services
Experience
Jefferies June 2015 - Present
Morgan Stanley Wealth Management June 2014 - August 2014
SolarCity December 2013 - January 2014
Danville Capital June 2013 - January 2014
Skills
Microsoft Office, Research, Social Media Marketing, Bloomberg, Corporate Finance, Teamwork, Leadership
Education
Villanova University 2011 — 2015
Bachelor of Business Administration (B.B.A.): Finance Major
Universidad Carlos III de Madrid 2013 — 2013
Bachelor of Business Administration (BBA): Finance, Real Estate Co-Major
Jefferies June 2015 - Present
Morgan Stanley Wealth Management June 2014 - August 2014
SolarCity December 2013 - January 2014
Danville Capital June 2013 - January 2014
Skills
Microsoft Office, Research, Social Media Marketing, Bloomberg, Corporate Finance, Teamwork, Leadership
Education
Villanova University 2011 — 2015
Bachelor of Business Administration (B.B.A.): Finance Major
Universidad Carlos III de Madrid 2013 — 2013
Bachelor of Business Administration (BBA): Finance, Real Estate Co-Major
Devyn Abbate's Morgan Stanley Wealth Management Experience June 2011 - August 2011
Job Digital Sales Planner Reuters.com at Thomson Reuters
Industry Online Media
Experience
Thomson Reuters August 2013 - Present
Thomson Reuters May 2013 - August 2013
Morgan Stanley Wealth Management June 2011 - August 2011
Tosca Café March 2008 - May 2011
R.B. Samuels June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Social Networking, Leadership, Social Media, Facebook, Time Management, Access, Direct Sales, Marketing, Social Media Marketing, Event Planning, Financial Analysis, Data Analysis, Outlook, Sales Process, Accounting, Teamwork, Sales, Project Management, Finance, Corporate Finance, Market Research
Education
University at Albany 2009 — 2013
Bachelor of Science (BS), Finance / Management
Thomson Reuters August 2013 - Present
Thomson Reuters May 2013 - August 2013
Morgan Stanley Wealth Management June 2011 - August 2011
Tosca Café March 2008 - May 2011
R.B. Samuels June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Social Networking, Leadership, Social Media, Facebook, Time Management, Access, Direct Sales, Marketing, Social Media Marketing, Event Planning, Financial Analysis, Data Analysis, Outlook, Sales Process, Accounting, Teamwork, Sales, Project Management, Finance, Corporate Finance, Market Research
Education
University at Albany 2009 — 2013
Bachelor of Science (BS), Finance / Management
Manda Neuman's Morgan Stanley Wealth Management Experience May 2013 - Present
Job Paralegal Assistant at Wheeler Trigg O'Donnell LLP
Industry Financial Services
Experience
Wheeler Trigg O'Donnell LLP June 2015 - Present
Ogletree Deakins September 2014 - Present
Morgan Stanley Wealth Management May 2013 - Present
RMB Capital May 2013 - August 2013
Victory Capital Management May 2012 - August 2012
Colorado Catering Company May 2011 - August 2011
American Income Life May 2010 - August 2010
Skills
Managerial Finance, Operations Management, Financial Analysis, Financial Modeling, Strategic Financial..., Sales Operations, Sales Management, Account Management, Risk Management, Financial Reporting, Corporate Finance, Microsoft Excel, PowerPoint, Data Analysis, Leadership, Teamwork, Finance, Time Management, Insurance, Sales, Asset Allocation, Analysis, Financial Planning
Education
University of Colorado at Boulder 2011 — 2014
Bachelor of Science in Business Administration (BS), Finance, OPIM Certificate, 3.0
University of Arizona 2009 — 2011
Bachelor of Science in Business Administration (BS), Accounting and Finance, 3.6
Wheeler Trigg O'Donnell LLP June 2015 - Present
Ogletree Deakins September 2014 - Present
Morgan Stanley Wealth Management May 2013 - Present
RMB Capital May 2013 - August 2013
Victory Capital Management May 2012 - August 2012
Colorado Catering Company May 2011 - August 2011
American Income Life May 2010 - August 2010
Skills
Managerial Finance, Operations Management, Financial Analysis, Financial Modeling, Strategic Financial..., Sales Operations, Sales Management, Account Management, Risk Management, Financial Reporting, Corporate Finance, Microsoft Excel, PowerPoint, Data Analysis, Leadership, Teamwork, Finance, Time Management, Insurance, Sales, Asset Allocation, Analysis, Financial Planning
Education
University of Colorado at Boulder 2011 — 2014
Bachelor of Science in Business Administration (BS), Finance, OPIM Certificate, 3.0
University of Arizona 2009 — 2011
Bachelor of Science in Business Administration (BS), Accounting and Finance, 3.6
Hernus Pieters Hernus Pieters's Morgan Stanley Wealth Management Experience July 2013 - August 2013
Job Student at University of Georgia
Industry Research
Experience
University of Georgia August 2010 - Present
Nike June 2014 - August 2014
Morgan Stanley Wealth Management July 2013 - August 2013
Association of Tennis Professionals June 2010 - May 2011
Skills
Microsoft Excel, Corporate Finance, Finance, Financial Advisory, Tennis
Education
The University of Georgia 2010 — 2015
Bachelor's degree, Banking and Finance
The University of Georgia 2010 — 2015
Bachelor's degree, Risk Management and Insurance
The University of Georgia 2010 — 2015
Certificate in Legal Studies
University of Georgia August 2010 - Present
Nike June 2014 - August 2014
Morgan Stanley Wealth Management July 2013 - August 2013
Association of Tennis Professionals June 2010 - May 2011
Skills
Microsoft Excel, Corporate Finance, Finance, Financial Advisory, Tennis
Education
The University of Georgia 2010 — 2015
Bachelor's degree, Banking and Finance
The University of Georgia 2010 — 2015
Bachelor's degree, Risk Management and Insurance
The University of Georgia 2010 — 2015
Certificate in Legal Studies
Honoka Eguchi Honoka Eguchi's Morgan Stanley Wealth Management Experience June 2012 - May 2013
Job Project Manager at Epic
Industry Computer Software
Experience
Epic June 2013 - Present
Morgan Stanley Wealth Management June 2012 - May 2013
Skills
Research, Data Analysis, Microsoft Office, Financial Analysis, Microsoft Excel, Program Management, Testing, Analysis
Education
University of Alabama in Huntsville 2008 — 2013
BS, Finance, Economics
Epic June 2013 - Present
Morgan Stanley Wealth Management June 2012 - May 2013
Skills
Research, Data Analysis, Microsoft Office, Financial Analysis, Microsoft Excel, Program Management, Testing, Analysis
Education
University of Alabama in Huntsville 2008 — 2013
BS, Finance, Economics
Jack Boucher's Morgan Stanley Wealth Management Experience June 2014 - September 2014
Job Intern at Morgan Stanley Wealth Management
Industry Marketing and Advertising
Experience
Newton Parks and Recs June 2015 - Present
Morgan Stanley Wealth Management June 2014 - September 2014
The Boston Group June 2013 - September 2013
Valvoline June 2012 - September 2012
Skills
Social Media, Advertising, Social Media Marketing, Marketing, Marketing Communications, Facebook, Marketing Strategy, Microsoft Office, Customer Service, Microsoft Excel, Project Management, Adobe Creative Suite, Market Research, Sales, Photoshop, PowerPoint
Education
Trinity College-Hartford 2014 — 2018
Bachelor's Degree, Economics
Newton North High School 2010 — 2014
Newton Parks and Recs June 2015 - Present
Morgan Stanley Wealth Management June 2014 - September 2014
The Boston Group June 2013 - September 2013
Valvoline June 2012 - September 2012
Skills
Social Media, Advertising, Social Media Marketing, Marketing, Marketing Communications, Facebook, Marketing Strategy, Microsoft Office, Customer Service, Microsoft Excel, Project Management, Adobe Creative Suite, Market Research, Sales, Photoshop, PowerPoint
Education
Trinity College-Hartford 2014 — 2018
Bachelor's Degree, Economics
Newton North High School 2010 — 2014
Nick Rotondo Nick Rotondo's Morgan Stanley Wealth Management Experience May 2012 - July 2012
Job Underwriter at Hiscox
Industry Insurance
Experience
Hiscox January 2013 - Present
Morgan Stanley Wealth Management May 2012 - July 2012
Tropical Smoothie Cafe January 2010 - January 2011
Starbucks Coffee August 2008 - July 2009
Cardiovascular Medicine, P.C. May 2008 - August 2008
Skills
Time Management, Leadership, Microsoft Excel, Customer Service, Microsoft Office, Market Research, Underwriting, Professional Liability, Commercial Insurance, Risk Assessment, Miscellaneous..., Allied Health, A&E
Education
The University of Georgia 2009 — 2012
Bachelor of Arts; Intermediate, Economics
Hiscox January 2013 - Present
Morgan Stanley Wealth Management May 2012 - July 2012
Tropical Smoothie Cafe January 2010 - January 2011
Starbucks Coffee August 2008 - July 2009
Cardiovascular Medicine, P.C. May 2008 - August 2008
Skills
Time Management, Leadership, Microsoft Excel, Customer Service, Microsoft Office, Market Research, Underwriting, Professional Liability, Commercial Insurance, Risk Assessment, Miscellaneous..., Allied Health, A&E
Education
The University of Georgia 2009 — 2012
Bachelor of Arts; Intermediate, Economics
Jarrett Collins Jarrett Collins's Morgan Stanley Wealth Management Experience June 2012 - August 2012
Job Foreign Exchange Trader at Payden & Rygel
Industry Financial Services
Experience
Payden & Rygel August 2013 - Present
Morgan Stanley Wealth Management June 2012 - August 2012
The University of Arizona Campus Recreation August 2011 - December 2011
Education
University of Arizona 2010 — 2013
Bachelor of Science (BS), Finance, General
Payden & Rygel August 2013 - Present
Morgan Stanley Wealth Management June 2012 - August 2012
The University of Arizona Campus Recreation August 2011 - December 2011
Education
University of Arizona 2010 — 2013
Bachelor of Science (BS), Finance, General
Garrett Jacobs's Morgan Stanley Wealth Management Experience January 2012 - September 2012
Job Analyst at Arbor Commercial Mortgage
Industry Financial Services
Experience
Arbor Commercial Mortgage September 2015 - Present
Marcus & Millichap December 2014 - July 2015
Alpha Funding Solutions/Alpha Capital Advisers June 2013 - December 2014
Morgan Stanley Wealth Management January 2012 - September 2012
Wells Fargo Advisors June 2010 - August 2010
Skills
Loans, Real Estate Financing, Bridge Financing, Commercial Real Estate..., Mortgage Underwriting, Construction Loans, Mortgage Lending, Hard Money Lending, Commercial Mortgages, Commercial Lending, Fix & Flip, Funding, Bridge Loans, Real Estate, Investors, Direct Hard Money..., Finance, Credit, Sales, Financial Analysis, Refinance, Banking, Commercial Real Estate, Portfolio Management, Investment Properties
Education
SUNY Albany 2009 — 2011
Economics, Economics, Finance
Arbor Commercial Mortgage September 2015 - Present
Marcus & Millichap December 2014 - July 2015
Alpha Funding Solutions/Alpha Capital Advisers June 2013 - December 2014
Morgan Stanley Wealth Management January 2012 - September 2012
Wells Fargo Advisors June 2010 - August 2010
Skills
Loans, Real Estate Financing, Bridge Financing, Commercial Real Estate..., Mortgage Underwriting, Construction Loans, Mortgage Lending, Hard Money Lending, Commercial Mortgages, Commercial Lending, Fix & Flip, Funding, Bridge Loans, Real Estate, Investors, Direct Hard Money..., Finance, Credit, Sales, Financial Analysis, Refinance, Banking, Commercial Real Estate, Portfolio Management, Investment Properties
Education
SUNY Albany 2009 — 2011
Economics, Economics, Finance
Charles Bowen's Morgan Stanley Wealth Management Experience May 2014 - August 2014
Job Pathak Group Intern at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2014 - August 2014
fdu group October 2013 - December 2013
Thayer Academy Summer Programs June 2011 - August 2013
Marr Scaffolding Company April 2011 - June 2011
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Event Planning, Research, Morale, Public Speaking
Education
Trinity College-Hartford 2011 — 2015
Bachelor of Arts (BA), Economics, 3.2 GPA
Thayer Academy 2007 — 2011
3.4 GPA
Morgan Stanley Wealth Management May 2014 - August 2014
fdu group October 2013 - December 2013
Thayer Academy Summer Programs June 2011 - August 2013
Marr Scaffolding Company April 2011 - June 2011
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Event Planning, Research, Morale, Public Speaking
Education
Trinity College-Hartford 2011 — 2015
Bachelor of Arts (BA), Economics, 3.2 GPA
Thayer Academy 2007 — 2011
3.4 GPA
Sami Said Sami Said's Morgan Stanley Wealth Management Experience February 2008 - August 2010
Job Equity Trader at T3 Trading Group, LLC
Industry
Experience
T3Live.com June 2013 - Present
T3 Trading Group, LLC September 2012 - Present
Merrill Edge April 2011 - August 2012
Morgan Stanley Wealth Management February 2008 - August 2010
Morgan Stanley August 2006 - February 2008
Skills
Financial Services, Finance, Securities, Equities, Investments, Mutual Funds, Series 7, FINRA, Trading, Bloomberg, Fixed Income, Series 63, Hedge Funds, Equity Trading, Options
Education
State University of New York at Albany 2001 — 2006
Bachelor's degree, Social Sciences, 3.0
T3Live.com June 2013 - Present
T3 Trading Group, LLC September 2012 - Present
Merrill Edge April 2011 - August 2012
Morgan Stanley Wealth Management February 2008 - August 2010
Morgan Stanley August 2006 - February 2008
Skills
Financial Services, Finance, Securities, Equities, Investments, Mutual Funds, Series 7, FINRA, Trading, Bloomberg, Fixed Income, Series 63, Hedge Funds, Equity Trading, Options
Education
State University of New York at Albany 2001 — 2006
Bachelor's degree, Social Sciences, 3.0
Whit Mittlefehldt's Morgan Stanley Wealth Management Experience May 2013 - August 2013
Job Wealth Strategy Associate at UBS
Industry Financial Services
Experience
UBS August 2015 - Present
Morgan Stanley June 2015 - August 2015
Wake Forest University August 2011 - May 2015
Delaware North Companies May 2014 - August 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Morgan Stanley Wealth Management May 2012 - August 2012
Skills
Analytical Skills, Team Leadership, Problem Solving, Organization Skills, Strategic Thinking, Communication, Microsoft Excel, PowerPoint
Education
Wake Forest University 2011 — 2015
BA, Economics
Universitat Ramon Llull 2013 — 2013
The Hill School 2010 — 2011
Canisius High School 2006 — 2010
UBS August 2015 - Present
Morgan Stanley June 2015 - August 2015
Wake Forest University August 2011 - May 2015
Delaware North Companies May 2014 - August 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Morgan Stanley Wealth Management May 2012 - August 2012
Skills
Analytical Skills, Team Leadership, Problem Solving, Organization Skills, Strategic Thinking, Communication, Microsoft Excel, PowerPoint
Education
Wake Forest University 2011 — 2015
BA, Economics
Universitat Ramon Llull 2013 — 2013
The Hill School 2010 — 2011
Canisius High School 2006 — 2010
Benoit Leroux Benoit Leroux's Morgan Stanley Wealth Management Experience October 2013 - June 2014
Job Senior Consultant chez Morgan Stanley Wealth Management
Industry Information Technology and Services
Experience
Ben et Fils Net, Inc November 2002 - Present
Morgan Stanley Wealth Management October 2013 - June 2014
Ericsson July 2012 - March 2013
Ville de Montréal, Service des Immeubles August 2005 - June 2006
Neurochem January 2003 - June 2006
Charles Schwab April 2000 - August 2002
Sonnet Financial January 1999 - November 1999
Skills
Java, MySQL, Software Project..., Team Leadership, XML, Oracle, Organization &..., JavaScript, DB2, PL/SQL, JDBC, JNI, CSS, Linux, Unix, Struts, Eclipse, IntelliJ IDEA, SaaS, Web Applications, Weblogic, WebSphere Application..., JBuilder, Tomcat, Object Oriented Perl, J2EE Application..., Web Services, CVS, Netscape Enterprise..., Sybase, IIS, ASP, SOAP, Database Administration, Data Modeling, Apache, Httpd, Turbo Pascal, Fortran, Visual Basic
Education
1989 — 1995
Bacc Génie, génie des matériaux
Gegep du Vieux-Montréal 1987 — 1989
diplôme d'étude collégiales, Sciences pures
École National du Cirque de Paris 1976 — 1978
Fil de fer, Prestidigitation, Jonglerie, acrobatie
Cegep Lionel Groulx 1973 — 1975
Théâtre interprétation
Ben et Fils Net, Inc November 2002 - Present
Morgan Stanley Wealth Management October 2013 - June 2014
Ericsson July 2012 - March 2013
Ville de Montréal, Service des Immeubles August 2005 - June 2006
Neurochem January 2003 - June 2006
Charles Schwab April 2000 - August 2002
Sonnet Financial January 1999 - November 1999
Skills
Java, MySQL, Software Project..., Team Leadership, XML, Oracle, Organization &..., JavaScript, DB2, PL/SQL, JDBC, JNI, CSS, Linux, Unix, Struts, Eclipse, IntelliJ IDEA, SaaS, Web Applications, Weblogic, WebSphere Application..., JBuilder, Tomcat, Object Oriented Perl, J2EE Application..., Web Services, CVS, Netscape Enterprise..., Sybase, IIS, ASP, SOAP, Database Administration, Data Modeling, Apache, Httpd, Turbo Pascal, Fortran, Visual Basic
Education
1989 — 1995
Bacc Génie, génie des matériaux
Gegep du Vieux-Montréal 1987 — 1989
diplôme d'étude collégiales, Sciences pures
École National du Cirque de Paris 1976 — 1978
Fil de fer, Prestidigitation, Jonglerie, acrobatie
Cegep Lionel Groulx 1973 — 1975
Théâtre interprétation
Blake Korman's Morgan Stanley Wealth Management Experience June 2013 - August 2013
Job Recent Tulane Graduate, Seeking Sports Finance & Business Operations Position
Industry Sports
Experience
NBA Summer League July 2015 - July 2015
Newmark Grubb Knight Frank June 2014 - August 2014
Morgan Stanley Wealth Management June 2013 - August 2013
Skills
Microsoft Excel, Risk Management, Economics, Capital Markets, Crunching Numbers, PowerPoint, Financial Advisory, Valuation, Organizational Behavior, Trusting Relationships, Basketball, Game Day Operations, Event Planning
Education
Tulane University - A.B. Freeman School of Business 2011 — 2015
BSM, Finance and Legal Studies in Business
Tulane University 2011 — 2015
NBA Summer League July 2015 - July 2015
Newmark Grubb Knight Frank June 2014 - August 2014
Morgan Stanley Wealth Management June 2013 - August 2013
Skills
Microsoft Excel, Risk Management, Economics, Capital Markets, Crunching Numbers, PowerPoint, Financial Advisory, Valuation, Organizational Behavior, Trusting Relationships, Basketball, Game Day Operations, Event Planning
Education
Tulane University - A.B. Freeman School of Business 2011 — 2015
BSM, Finance and Legal Studies in Business
Tulane University 2011 — 2015
Nancy Mellon Nancy Mellon's Morgan Stanley Wealth Management Experience February 2004 - August 2012
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2012 - Present
Morgan Stanley Wealth Management February 2004 - August 2012
UBS Wealth Management August 2001 - February 2004
A.G.Edwards and Sons,Inc. June 1992 - August 2001
Morgan Keegan and Company,Inc. January 1984 - March 1992
Skills
Investments, Wealth, Retirement Planning, Asset Allocation, Securities, Retirement, Investment Strategies, Mutual Funds, Separately Managed..., 401k Rollovers, IRAs, Finance, Alternative Investments, ETFs, Financial Analysis, Financial Advisory, Disability Insurance, Bonds, Long-term Care, Private Equity, Insurance, Valuation, High Net Worth..., Fixed Annuities, 401k, Personal Finance, Risk Management, Equities, Life Insurance, Fixed Income, Options, Hedge Funds, Financial Modeling, Capital Markets, Investment Banking, Financial Services, Investment Management, Wealth Management, Series 7, Series 63, Strategic Planning, Portfolio Management, Asset Management
Education
University of Mississippi 1979 — 1983
BBA, Managerial Finance and Economics
The University of Memphis 1989 — 1992
Master of Science (MS)
Wells Fargo Advisors, LLC August 2012 - Present
Morgan Stanley Wealth Management February 2004 - August 2012
UBS Wealth Management August 2001 - February 2004
A.G.Edwards and Sons,Inc. June 1992 - August 2001
Morgan Keegan and Company,Inc. January 1984 - March 1992
Skills
Investments, Wealth, Retirement Planning, Asset Allocation, Securities, Retirement, Investment Strategies, Mutual Funds, Separately Managed..., 401k Rollovers, IRAs, Finance, Alternative Investments, ETFs, Financial Analysis, Financial Advisory, Disability Insurance, Bonds, Long-term Care, Private Equity, Insurance, Valuation, High Net Worth..., Fixed Annuities, 401k, Personal Finance, Risk Management, Equities, Life Insurance, Fixed Income, Options, Hedge Funds, Financial Modeling, Capital Markets, Investment Banking, Financial Services, Investment Management, Wealth Management, Series 7, Series 63, Strategic Planning, Portfolio Management, Asset Management
Education
University of Mississippi 1979 — 1983
BBA, Managerial Finance and Economics
The University of Memphis 1989 — 1992
Master of Science (MS)
Nicole Roever Nicole Roever's Morgan Stanley Wealth Management Experience July 2011 - February 2014
Job Analyst at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group March 2014 - Present
Morgan Stanley Wealth Management July 2011 - February 2014
Morgan Stanley Smith Barney June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Citi Smith Barney June 2008 - August 2008
Skills
Bloomberg, Equities, Microsoft Office, Social Media, Series 7, Series 63, Marketing, Options, Options Strategies
Education
University of Richmond - Robins School of Business 2007 — 2011
B.S, Business Administration; Management and Marketing
Università Commerciale 'Luigi Bocconi' 2009 — 2009
Marketing, Management
Sacred Heart Academy 2003 — 2007
The Blackstone Group March 2014 - Present
Morgan Stanley Wealth Management July 2011 - February 2014
Morgan Stanley Smith Barney June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Citi Smith Barney June 2008 - August 2008
Skills
Bloomberg, Equities, Microsoft Office, Social Media, Series 7, Series 63, Marketing, Options, Options Strategies
Education
University of Richmond - Robins School of Business 2007 — 2011
B.S, Business Administration; Management and Marketing
Università Commerciale 'Luigi Bocconi' 2009 — 2009
Marketing, Management
Sacred Heart Academy 2003 — 2007
Taylor Weis's Morgan Stanley Wealth Management Experience May 2010 - August 2010
Job Associate at Council Capital
Industry Venture Capital & Private Equity
Experience
Council Capital September 2015 - Present
Deloitte Consulting - Strategy & Operations July 2014 - August 2015
Deloitte Consulting - Strategy & Operations July 2012 - June 2014
180 Degrees Consulting August 2011 - April 2012
PNC Financial Services May 2011 - August 2011
Morgan Stanley Wealth Management May 2010 - August 2010
Skills
Strategy, Financial Modeling, Econometrics, Due Diligence, Market Sizing, Finance, Valuation, Regression Analysis, Minitab, Credit, Research, Loans, Data Analysis, Microsoft Excel, PowerPoint, Visio, Visual Basic, Team Management, Economics, Leadership
Education
Indiana University, Hutton Honors College, Kelley School of Business 2008 — 2012
Bachelor of Science, Business, Finance, Economic Consulting, Public Policy Analysis
Università Cattolica del Sacro Cuore 2011 — 2011
Study Abroad, Consulting, Finance, Economics, Beginning Italian
Marmion Academy 2004 — 2008
Council Capital September 2015 - Present
Deloitte Consulting - Strategy & Operations July 2014 - August 2015
Deloitte Consulting - Strategy & Operations July 2012 - June 2014
180 Degrees Consulting August 2011 - April 2012
PNC Financial Services May 2011 - August 2011
Morgan Stanley Wealth Management May 2010 - August 2010
Skills
Strategy, Financial Modeling, Econometrics, Due Diligence, Market Sizing, Finance, Valuation, Regression Analysis, Minitab, Credit, Research, Loans, Data Analysis, Microsoft Excel, PowerPoint, Visio, Visual Basic, Team Management, Economics, Leadership
Education
Indiana University, Hutton Honors College, Kelley School of Business 2008 — 2012
Bachelor of Science, Business, Finance, Economic Consulting, Public Policy Analysis
Università Cattolica del Sacro Cuore 2011 — 2011
Study Abroad, Consulting, Finance, Economics, Beginning Italian
Marmion Academy 2004 — 2008
Meghan Durkin Meghan Durkin's Morgan Stanley Wealth Management Experience June 2011 - May 2013
Job Associate at BNP Paribas
Industry Financial Services
Experience
BNP Paribas September 2014 - Present
Moody's Investors Service May 2013 - September 2014
Morgan Stanley Wealth Management June 2011 - May 2013
Morgan Stanley Wealth Management June 2010 - August 2010
EMC May 2009 - August 2009
EMC May 2008 - August 2008
Skills
Series 7, Series 63, Bloomberg Terminal, Fixed Income, Capital Markets, Corporate Finance, Securities, Equities, Financial Modeling, Microsoft Excel
Education
Villanova University 2007 — 2011
Bachelor of Science in Business Administration, Majors in Finance and International Business, Minor in Spanish
Universidad de Sevilla 2009 — 2009
Spanish, European Economics, International Marketing
BNP Paribas September 2014 - Present
Moody's Investors Service May 2013 - September 2014
Morgan Stanley Wealth Management June 2011 - May 2013
Morgan Stanley Wealth Management June 2010 - August 2010
EMC May 2009 - August 2009
EMC May 2008 - August 2008
Skills
Series 7, Series 63, Bloomberg Terminal, Fixed Income, Capital Markets, Corporate Finance, Securities, Equities, Financial Modeling, Microsoft Excel
Education
Villanova University 2007 — 2011
Bachelor of Science in Business Administration, Majors in Finance and International Business, Minor in Spanish
Universidad de Sevilla 2009 — 2009
Spanish, European Economics, International Marketing
Kimberly Te Kimberly Te's Morgan Stanley Wealth Management Experience September 2013 - April 2014
Job BI Analyst at BIPB
Industry Marketing and Advertising
Experience
BIPB July 2015 - Present
Hyundai Capital America September 2014 - June 2015
Hyundai Capital Hyundai Capital America June 2014 - August 2014
HTC February 2014 - May 2014
Morgan Stanley Wealth Management September 2013 - April 2014
University of California, Berkeley September 2010 - January 2013
Fashion Life, Inc. - Fang Fashion January 2012 - January 2012
Sempra Energy January 2011 - January 2011
Skills
Event Planning, Social Media, Market Research, Marketing, Nonprofits, Social Media Marketing, Research, Marketing Strategy, Team Leadership, SQL, Team Management, SAS, Microsoft Office, Social Networking, PowerPoint, Customer Service, Microsoft Excel, Public Speaking, Data Analysis, VBA, Community Outreach, Teamwork, Retail, Online Marketing, Fundraising, Leadership, Facebook, Entrepreneurship, Event Management, Recruiting, Editing, Teaching, Spanish, Blogging, Customer Relations
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2014
Bachelor of Science (B.S.), Business Administration
University of California, Berkeley 2010 — 2014
Bachelor of Science (B.S.), Business Administration
The University of Hong Kong 2013 — 2013
Bachelor of Business Administration (B.B.A.), International Marketing
BIPB July 2015 - Present
Hyundai Capital America September 2014 - June 2015
Hyundai Capital Hyundai Capital America June 2014 - August 2014
HTC February 2014 - May 2014
Morgan Stanley Wealth Management September 2013 - April 2014
University of California, Berkeley September 2010 - January 2013
Fashion Life, Inc. - Fang Fashion January 2012 - January 2012
Sempra Energy January 2011 - January 2011
Skills
Event Planning, Social Media, Market Research, Marketing, Nonprofits, Social Media Marketing, Research, Marketing Strategy, Team Leadership, SQL, Team Management, SAS, Microsoft Office, Social Networking, PowerPoint, Customer Service, Microsoft Excel, Public Speaking, Data Analysis, VBA, Community Outreach, Teamwork, Retail, Online Marketing, Fundraising, Leadership, Facebook, Entrepreneurship, Event Management, Recruiting, Editing, Teaching, Spanish, Blogging, Customer Relations
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2014
Bachelor of Science (B.S.), Business Administration
University of California, Berkeley 2010 — 2014
Bachelor of Science (B.S.), Business Administration
The University of Hong Kong 2013 — 2013
Bachelor of Business Administration (B.B.A.), International Marketing
Oscar Contreras's Morgan Stanley Wealth Management Experience August 2012 - March 2015
Job Sr. Relationship Manager at Solium
Industry Financial Services
Experience
Solium March 2015 - Present
Morgan Stanley Wealth Management August 2012 - March 2015
Morgan Stanley Smith Barney November 2006 - August 2012
The Reserve December 2005 - November 2006
Citigroup Smith Barney June 2004 - December 2005
Citigroup Smith Barney November 2000 - June 2004
AST Stock Plan April 2000 - November 2000
Skills
SDLC, Business Requirements, User Acceptance Testing, Financial Services, Business Analysis, Data Analysis, Requirements Gathering, Process Improvement, Vendor Management, Banking, PMO, Project Management, Risk Management, Business Process..., Relationship Management, Portfolio Management, Equities, Securities, Management
Education
State University of New York at Buffalo 1995 — 1999
Solium March 2015 - Present
Morgan Stanley Wealth Management August 2012 - March 2015
Morgan Stanley Smith Barney November 2006 - August 2012
The Reserve December 2005 - November 2006
Citigroup Smith Barney June 2004 - December 2005
Citigroup Smith Barney November 2000 - June 2004
AST Stock Plan April 2000 - November 2000
Skills
SDLC, Business Requirements, User Acceptance Testing, Financial Services, Business Analysis, Data Analysis, Requirements Gathering, Process Improvement, Vendor Management, Banking, PMO, Project Management, Risk Management, Business Process..., Relationship Management, Portfolio Management, Equities, Securities, Management
Education
State University of New York at Buffalo 1995 — 1999
Aradna Jeswani's Morgan Stanley Wealth Management Experience October 2009 - April 2014
Job Vice President, Research Technology Strategy and Product Development at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2014 - Present
Morgan Stanley Wealth Management October 2009 - April 2014
Morgan Stanley July 2004 - October 2009
OneEighty Software July 2003 - July 2004
Skills
Equities, Derivatives, Investment Banking, Capital Markets, Trading Systems, Fixed Income
Education
UCL 2000 — 2003
Morgan Stanley April 2014 - Present
Morgan Stanley Wealth Management October 2009 - April 2014
Morgan Stanley July 2004 - October 2009
OneEighty Software July 2003 - July 2004
Skills
Equities, Derivatives, Investment Banking, Capital Markets, Trading Systems, Fixed Income
Education
UCL 2000 — 2003
Shannon Damerow's Morgan Stanley Wealth Management Experience November 2011 - October 2012
Job Teacher at San Diego Unified School District
Industry Financial Services
Experience
San Diego Unified School District January 2013 - Present
Morgan Stanley Wealth Management November 2011 - October 2012
UCSD August 2010 - June 2011
Mira Mesa High School August 2009 - June 2010
Morgan Stanley Smith Barney August 2005 - November 2008
Banc of America Investments January 2002 - August 2005
CVI Holdings January 2001 - December 2001
Robertson Stephens August 1999 - January 2001
Skills
Microsoft Excel, Entrepreneurship, English, Research, Microsoft Office, Community Outreach, Strategic Planning, Public Relations, Data Analysis, Financial Modeling, Budgets, Program Management, Event Planning, Nonprofits, Spanish, Public Speaking, Sales, Policy Analysis, Policy, Strategic Financial...
Education
University of California, San Diego - School of International Relations and Pacific Studies (IR/PS) 2010 — 2011
Masters of Advanced Studies, International Economics
University of California, Berkeley 1995 — 1999
Bachelor of Arts (B.A.), Political Economy of Industrial Societies
San Diego Unified School District January 2013 - Present
Morgan Stanley Wealth Management November 2011 - October 2012
UCSD August 2010 - June 2011
Mira Mesa High School August 2009 - June 2010
Morgan Stanley Smith Barney August 2005 - November 2008
Banc of America Investments January 2002 - August 2005
CVI Holdings January 2001 - December 2001
Robertson Stephens August 1999 - January 2001
Skills
Microsoft Excel, Entrepreneurship, English, Research, Microsoft Office, Community Outreach, Strategic Planning, Public Relations, Data Analysis, Financial Modeling, Budgets, Program Management, Event Planning, Nonprofits, Spanish, Public Speaking, Sales, Policy Analysis, Policy, Strategic Financial...
Education
University of California, San Diego - School of International Relations and Pacific Studies (IR/PS) 2010 — 2011
Masters of Advanced Studies, International Economics
University of California, Berkeley 1995 — 1999
Bachelor of Arts (B.A.), Political Economy of Industrial Societies
Kim Tew's Morgan Stanley Wealth Management Experience March 2013 - May 2014
Job Regional Manager, Securities
Industry Financial Services
Experience
Synovus May 2014 - Present
Morgan Stanley Wealth Management March 2013 - May 2014
Birmingham Based Financial Services Firm November 2009 - February 2013
LEAVELL Investment Management 2005 - March 2010
AMERICAN Financial Search, LLC April 2005 - March 2009
AmSouth 1990 - 2005
Skills
Recruiting, Banking, Financial Services, Human Resources, Investment Advisory, Investment Banking, Financial Advisory, Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Asset Allocation, Credit, Investments, Mutual Funds, Training, Business Development, Leadership, Credit Analysis
Education
University of Alabama 1986 — 1990
Synovus May 2014 - Present
Morgan Stanley Wealth Management March 2013 - May 2014
Birmingham Based Financial Services Firm November 2009 - February 2013
LEAVELL Investment Management 2005 - March 2010
AMERICAN Financial Search, LLC April 2005 - March 2009
AmSouth 1990 - 2005
Skills
Recruiting, Banking, Financial Services, Human Resources, Investment Advisory, Investment Banking, Financial Advisory, Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Asset Allocation, Credit, Investments, Mutual Funds, Training, Business Development, Leadership, Credit Analysis
Education
University of Alabama 1986 — 1990
Jeff McMillan's Morgan Stanley Wealth Management Experience June 2009 - June 2015
Job Managing Director Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2015 - Present
Morgan Stanley Wealth Management June 2009 - June 2015
Merrill Lynch 2001 - 2009
Skills
Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Bloomberg, Business Analysis, Corporate Finance, Capital Markets, Equities, Financial Modeling, Financial Services, Fixed Income, Hedge Funds, Investment Banking, Leadership, Investments, Management, Management Consulting, Portfolio Management, Private Equity, Program Management, Securities, Risk Management, Series 7, Series 63, Strategic Planning, Strategy, Valuation, Wealth Management
Education
United States Military Academy at West Point 1986 — 1989
Bachelor of Science (B.Sc.), Economics
Credit Suisse June 2015 - Present
Morgan Stanley Wealth Management June 2009 - June 2015
Merrill Lynch 2001 - 2009
Skills
Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Bloomberg, Business Analysis, Corporate Finance, Capital Markets, Equities, Financial Modeling, Financial Services, Fixed Income, Hedge Funds, Investment Banking, Leadership, Investments, Management, Management Consulting, Portfolio Management, Private Equity, Program Management, Securities, Risk Management, Series 7, Series 63, Strategic Planning, Strategy, Valuation, Wealth Management
Education
United States Military Academy at West Point 1986 — 1989
Bachelor of Science (B.Sc.), Economics
Scott Greenspon's Morgan Stanley Wealth Management Experience May 2010 - Present
Job Vice President
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2010 - Present
Education
University at Buffalo 1994 — 1998
Morgan Stanley Wealth Management May 2010 - Present
Education
University at Buffalo 1994 — 1998
Chuck Whitney's Morgan Stanley Wealth Management Experience August 2007 - March 2013
Job Senior Portfolio Manager at UBS Financial Services
Industry Financial Services
Experience
UBS April 2013 - Present
Morgan Stanley Wealth Management August 2007 - March 2013
A.G. Edwards & Sons, Inc. January 2000 - August 2007
The Bears Club May 1998 - December 2000
Merrill Lynch May 1997 - May 1998
Education
University of Alabama 1992 — 1997
BS, Corporate Finance - Concentration in Investment Management Minored in Economics and Computer Science
UBS April 2013 - Present
Morgan Stanley Wealth Management August 2007 - March 2013
A.G. Edwards & Sons, Inc. January 2000 - August 2007
The Bears Club May 1998 - December 2000
Merrill Lynch May 1997 - May 1998
Education
University of Alabama 1992 — 1997
BS, Corporate Finance - Concentration in Investment Management Minored in Economics and Computer Science
Robert Riglietti's Morgan Stanley Wealth Management Experience January 2001 - Present
Job Executive Director at Morgan Stanley Wealth Management
Industry Capital Markets
Experience
Morgan Stanley Wealth Management January 2001 - Present
Skills
Series 63, Series 7, Fixed Income, Series 24
Education
Union College 1987 — 1991
BA, Managerial Economics
Morgan Stanley Wealth Management January 2001 - Present
Skills
Series 63, Series 7, Fixed Income, Series 24
Education
Union College 1987 — 1991
BA, Managerial Economics
Harry Wellons's Morgan Stanley Wealth Management Experience February 2003 - June 2014
Job Asset Manager at Cascades Capital, LLC
Industry Financial Services
Experience
Cascades Capital, LLC June 2014 - Present
Morgan Stanley Wealth Management February 2003 - June 2014
Skills
Series 7, Wealth Management, Financial Analysis, Insurance, Asset Allocation, FINRA, Retirement Planning, Series 65, Equities, Estate Planning, Investment Advisory, Strategic Financial..., Asset Management, Banking, Portfolio Management, Series 63, Financial Planners, Fixed Annuities, Investments, Strategic Planning, Alternative Investments, Financial Planning
Education
University of Alabama at Birmingham 1987 — 1990
MS BME - BS ME, Biomedical and Mechanical Engineering
Vanderbilt University 1983 — 1987
Master's Degree, Mathematics
Cascades Capital, LLC June 2014 - Present
Morgan Stanley Wealth Management February 2003 - June 2014
Skills
Series 7, Wealth Management, Financial Analysis, Insurance, Asset Allocation, FINRA, Retirement Planning, Series 65, Equities, Estate Planning, Investment Advisory, Strategic Financial..., Asset Management, Banking, Portfolio Management, Series 63, Financial Planners, Fixed Annuities, Investments, Strategic Planning, Alternative Investments, Financial Planning
Education
University of Alabama at Birmingham 1987 — 1990
MS BME - BS ME, Biomedical and Mechanical Engineering
Vanderbilt University 1983 — 1987
Master's Degree, Mathematics
Gene Castle's Morgan Stanley Wealth Management Experience 1987 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management 1987 - Present
Education
The University of Texas at Arlington - College of Business 1970 — 1974
BBA, Accounting
Morgan Stanley Wealth Management 1987 - Present
Education
The University of Texas at Arlington - College of Business 1970 — 1974
BBA, Accounting
Attila Kirjak's Morgan Stanley Wealth Management Experience June 1998 - Present
Job Executive Director at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley June 1998 - Present
Morgan Stanley Wealth Management June 1998 - Present
UBS November 1997 - May 1998
Timber Hill January 1995 - November 1997
Interactive Brokers January 1995 - November 1997
Hungarian Railways (Magyar Államvasutak / MÁV) August 1994 - January 1995
Education
Universitatea de Vest din Timișoara 1989 — 1994
Computer Science
High School 1984 — 1988
Morgan Stanley June 1998 - Present
Morgan Stanley Wealth Management June 1998 - Present
UBS November 1997 - May 1998
Timber Hill January 1995 - November 1997
Interactive Brokers January 1995 - November 1997
Hungarian Railways (Magyar Államvasutak / MÁV) August 1994 - January 1995
Education
Universitatea de Vest din Timișoara 1989 — 1994
Computer Science
High School 1984 — 1988
Brian Dufour's Morgan Stanley Wealth Management Experience January 2011 - December 2012
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2012 - Present
Morgan Stanley Wealth Management January 2011 - December 2012
Morgan Stanley Smith Barney September 2007 - January 2010
Citigroup April 1998 - September 2007
Fidelity Investments 2005 - 2007
Skills
Series 7, Equities, Series 63, Financial Services, Securities, Relationship Management
Education
Trinity College-Hartford 1990 — 1994
B.A., English Literature
Fidelity Investments December 2012 - Present
Morgan Stanley Wealth Management January 2011 - December 2012
Morgan Stanley Smith Barney September 2007 - January 2010
Citigroup April 1998 - September 2007
Fidelity Investments 2005 - 2007
Skills
Series 7, Equities, Series 63, Financial Services, Securities, Relationship Management
Education
Trinity College-Hartford 1990 — 1994
B.A., English Literature
Steve Weissman's Morgan Stanley Wealth Management Experience September 2013 - Present
Job Vice President Team Manager, Private Wealth Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2013 - Present
JPMorgan July 2008 - September 2013
Morgan Stanley June 2000 - May 2008
Bankers Trust Company 1990 - 2000
Skills
Hedge Funds, Fixed Income, Equities, Prime Brokerage, Financial Services, Superior Client Service, Performance Measurement, Global Custody, Cash Management, Leadership, Data Analysis, Team Management, Alternative Investments, Bloomberg, Securities, Derivatives, Middle Office, Options, Securities Lending, Swaps, Wealth Management, FINRA
Education
University at Buffalo 1983 — 1987
BA, International Business
cedar ridge high school 1979 — 1983
Morgan Stanley Wealth Management September 2013 - Present
JPMorgan July 2008 - September 2013
Morgan Stanley June 2000 - May 2008
Bankers Trust Company 1990 - 2000
Skills
Hedge Funds, Fixed Income, Equities, Prime Brokerage, Financial Services, Superior Client Service, Performance Measurement, Global Custody, Cash Management, Leadership, Data Analysis, Team Management, Alternative Investments, Bloomberg, Securities, Derivatives, Middle Office, Options, Securities Lending, Swaps, Wealth Management, FINRA
Education
University at Buffalo 1983 — 1987
BA, International Business
cedar ridge high school 1979 — 1983
Dawn Dries's Morgan Stanley Wealth Management Experience June 2013 - Present
Job Branch Manager Assistant
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2013 - Present
Security National Bank April 2011 - May 2013
Wells Fargo Bank October 1997 - April 2011
Chuck E Cheese June 1993 - September 2000
Skills
Team Leadership, Banking, Coaching, Customer Service, Social Networking, Organizing, Teamwork, Credit, Series 7, Consumer Lending, Loans, Retail Banking, Financial Services
Education
University of Nebraska at Omaha 1997 — 2000
Bachelor of Science in Business Administration, Banking and Finance
Truman State University 1995 — 1997
Pre-Pharmacy
Morgan Stanley Wealth Management June 2013 - Present
Security National Bank April 2011 - May 2013
Wells Fargo Bank October 1997 - April 2011
Chuck E Cheese June 1993 - September 2000
Skills
Team Leadership, Banking, Coaching, Customer Service, Social Networking, Organizing, Teamwork, Credit, Series 7, Consumer Lending, Loans, Retail Banking, Financial Services
Education
University of Nebraska at Omaha 1997 — 2000
Bachelor of Science in Business Administration, Banking and Finance
Truman State University 1995 — 1997
Pre-Pharmacy
Ryan M. Heisler's Morgan Stanley Wealth Management Experience August 2012 - June 2013
Job Sales Representative at Ecliptic Financial Advisors, Inc.
Industry Financial Services
Experience
Ecliptic Financial Advisors, Inc. August 2014 - Present
JerseyShorePulse.com January 2012 - September 2014
Morgan Stanley Wealth Management August 2012 - June 2013
Johns Hopkins Home Care Group January 2012 - May 2012
MetLife May 2010 - August 2010
Skills
College Funding..., Life Insurance, Budget Preparation, Financial Advisory, Sales, Adobe Creative Suite, Anti Money Laundering, Microsoft Office, Financial Analysis, Healthcare Finance, Budgets, Risk Analysis, Due Diligence, Compliance..., Actimize
Education
Towson University 2007 — 2012
Bachelors of Science, Business Administration- Concentration in Finance
Manasquan 2003 — 2007
Ecliptic Financial Advisors, Inc. August 2014 - Present
JerseyShorePulse.com January 2012 - September 2014
Morgan Stanley Wealth Management August 2012 - June 2013
Johns Hopkins Home Care Group January 2012 - May 2012
MetLife May 2010 - August 2010
Skills
College Funding..., Life Insurance, Budget Preparation, Financial Advisory, Sales, Adobe Creative Suite, Anti Money Laundering, Microsoft Office, Financial Analysis, Healthcare Finance, Budgets, Risk Analysis, Due Diligence, Compliance..., Actimize
Education
Towson University 2007 — 2012
Bachelors of Science, Business Administration- Concentration in Finance
Manasquan 2003 — 2007
Nisha Ribardo's Morgan Stanley Wealth Management Experience February 2009 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2009 - Present
Merrill Lynch January 1996 - February 2009
Skills
Portfolio Management, Series 7
Education
Tulane University 1989 — 1993
Bachelors, Business Administration
Morgan Stanley Wealth Management February 2009 - Present
Merrill Lynch January 1996 - February 2009
Skills
Portfolio Management, Series 7
Education
Tulane University 1989 — 1993
Bachelors, Business Administration
Jolevette Mitchell's Morgan Stanley Wealth Management Experience August 2011 - February 2013
Job
Industry Legal Services
Experience
Office of the New York State Attorney General June 2015 - August 2015
Global Institute for Health and Human Rights - SUNY Albany January 2014 - May 2015
Collins, Dobkin and Miller, LLP January 2015 - April 2015
Burch Creative Capital August 2014 - December 2014
JPMorgan Chase March 2013 - August 2013
Morgan Stanley Wealth Management August 2011 - February 2013
Deutsche Bank May 2010 - August 2011
New York Life Insurance Company September 2008 - May 2009
New York Life Insurance Company May 2008 - August 2008
Kings County District Attorney's Office June 2007 - August 2007
Skills
Social Networking, Microsoft Office, Legal Research, Westlaw, SharePoint, Bloomberg Terminal, Compliance, AML, KYC
Education
Touro College Jacob D. Fuchsberg Law Center 2013 — 2016
Juris Doctorate
St. Peter's College 2005 — 2009
Bachelor of Arts, Political Science
Office of the New York State Attorney General June 2015 - August 2015
Global Institute for Health and Human Rights - SUNY Albany January 2014 - May 2015
Collins, Dobkin and Miller, LLP January 2015 - April 2015
Burch Creative Capital August 2014 - December 2014
JPMorgan Chase March 2013 - August 2013
Morgan Stanley Wealth Management August 2011 - February 2013
Deutsche Bank May 2010 - August 2011
New York Life Insurance Company September 2008 - May 2009
New York Life Insurance Company May 2008 - August 2008
Kings County District Attorney's Office June 2007 - August 2007
Skills
Social Networking, Microsoft Office, Legal Research, Westlaw, SharePoint, Bloomberg Terminal, Compliance, AML, KYC
Education
Touro College Jacob D. Fuchsberg Law Center 2013 — 2016
Juris Doctorate
St. Peter's College 2005 — 2009
Bachelor of Arts, Political Science
Phillip Sherry's Morgan Stanley Wealth Management Experience January 2003 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2003 - Present
Merrill Lynch January 2000 - January 2003
Skills
Series 7, Relationship Management, Credit Analysis, Asset Allocation, Mutual Funds, Fixed Income, Series 63, Bloomberg, Equities, Asset Managment
Education
Tufts University 1987 — 1991
BA, International Relations/Spanish
Morgan Stanley Wealth Management January 2003 - Present
Merrill Lynch January 2000 - January 2003
Skills
Series 7, Relationship Management, Credit Analysis, Asset Allocation, Mutual Funds, Fixed Income, Series 63, Bloomberg, Equities, Asset Managment
Education
Tufts University 1987 — 1991
BA, International Relations/Spanish
Jonathan Marcus's Morgan Stanley Wealth Management Experience April 2011 - June 2012
Job Regional Director at Landmark Realty LLC
Industry Real Estate
Experience
Landmark Realty LLC September 2014 - Present
Canyon Creek LLC September 2012 - September 2014
The Sands Atlantic Beach May 2006 - September 2012
Morgan Stanley Wealth Management April 2011 - June 2012
Skills
Rent Manager, Microsoft Office, Series 7, Series 65, Series 63, Management, Real Estate, Employee Training, Marketing, Strategic Planning, Asset Management, Public Speaking, Investments, Negotiation
Education
State University of New York at Albany 2005 — 2009
B.A, Economics
Landmark Realty LLC September 2014 - Present
Canyon Creek LLC September 2012 - September 2014
The Sands Atlantic Beach May 2006 - September 2012
Morgan Stanley Wealth Management April 2011 - June 2012
Skills
Rent Manager, Microsoft Office, Series 7, Series 65, Series 63, Management, Real Estate, Employee Training, Marketing, Strategic Planning, Asset Management, Public Speaking, Investments, Negotiation
Education
State University of New York at Albany 2005 — 2009
B.A, Economics
Catherine Stugart's Morgan Stanley Wealth Management Experience January 2013 - June 2014
Job Internal Sales Consultant Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management July 2014 - Present
Morgan Stanley Wealth Management January 2013 - June 2014
Northeast Private Client Group May 2011 - January 2013
Fidelity Investments June 2010 - April 2011
Mercedes-Benz USA June 2009 - August 2009
Mercedes-Benz USA June 2008 - August 2008
Skills
Microsoft Excel, Series 7, Communication, Siebel, Series 66
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
Bachelor of Science (BS), International Business and Marketing
Universidad de Granada
Morgan Stanley Investment Management July 2014 - Present
Morgan Stanley Wealth Management January 2013 - June 2014
Northeast Private Client Group May 2011 - January 2013
Fidelity Investments June 2010 - April 2011
Mercedes-Benz USA June 2009 - August 2009
Mercedes-Benz USA June 2008 - August 2008
Skills
Microsoft Excel, Series 7, Communication, Siebel, Series 66
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
Bachelor of Science (BS), International Business and Marketing
Universidad de Granada
Jose Joaquin Figueroa's Morgan Stanley Wealth Management Experience March 2012 - Present
Job Managing Director, Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2012 - Present
Morgan Stanley 1998 - Present
J.P. Morgan 1986 - 1998
Education
Tulane Law School 1980 — 1983
J.D., International Business
Tulane University 1976 — 1980
Bachelor of Arts (BA), Political Science and Economics
Morgan Stanley Wealth Management March 2012 - Present
Morgan Stanley 1998 - Present
J.P. Morgan 1986 - 1998
Education
Tulane Law School 1980 — 1983
J.D., International Business
Tulane University 1976 — 1980
Bachelor of Arts (BA), Political Science and Economics
A.J. Rocchio's Morgan Stanley Wealth Management Experience January 2013 - January 2014
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2015 - Present
Morgan Stanley January 2014 - March 2015
Morgan Stanley Wealth Management January 2013 - January 2014
AXA Advisors June 2011 - December 2012
Skills
Investments, Asset Allocation, Fixed Income Portfolio..., Bonds, Bloomberg Terminal, Risk Management
Education
Union College 2007 — 2011
Bachelor of Arts, History
Bergen Catholic High School 2003 — 2007
TD Ameritrade June 2015 - Present
Morgan Stanley January 2014 - March 2015
Morgan Stanley Wealth Management January 2013 - January 2014
AXA Advisors June 2011 - December 2012
Skills
Investments, Asset Allocation, Fixed Income Portfolio..., Bonds, Bloomberg Terminal, Risk Management
Education
Union College 2007 — 2011
Bachelor of Arts, History
Bergen Catholic High School 2003 — 2007
Rasheed Mohammed's Morgan Stanley Wealth Management Experience October 2008 - Present
Job Advisor Desktop Strategy at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2008 - Present
Source Enterprises Management Corp 2006 - 2008
Skills
Wealth Management, Series 63, Series 7, Portfolio Management, SDLC, Financial Services, Business Analysis, Equities, Retirement Planning, Asset Allocation, Microsoft Excel, Alternative Investments, Software Project...
Education
University at Albany, SUNY 1995 — 2000
BS, Psychology/Biology
Morgan Stanley Wealth Management October 2008 - Present
Source Enterprises Management Corp 2006 - 2008
Skills
Wealth Management, Series 63, Series 7, Portfolio Management, SDLC, Financial Services, Business Analysis, Equities, Retirement Planning, Asset Allocation, Microsoft Excel, Alternative Investments, Software Project...
Education
University at Albany, SUNY 1995 — 2000
BS, Psychology/Biology
Thomas Randall Slimp Jr.'s Morgan Stanley Wealth Management Experience February 2012 - August 2012
Job Chief Operating Officer at Sterling Creek Energy, LLC
Industry Oil & Energy
Experience
Sterling Creek Energy LLC January 2014 - Present
Opus Operating January 2013 - December 2013
Morgan Stanley Wealth Management February 2012 - August 2012
Engineered Products and Services May 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Photoshop, Microsoft Excel, Microsoft Word, Customer Service, Social Media Marketing, Facebook, Advertising, HTML, Marketing Communications, Illustrator, Teamwork, Event Planning, InDesign, Graphic Design, Research, Public Speaking, Public Relations
Education
University of Alabama 2009 — 2013
Bachelor of Science in Commerce and Business Administration, International Finance
Sterling Creek Energy LLC January 2014 - Present
Opus Operating January 2013 - December 2013
Morgan Stanley Wealth Management February 2012 - August 2012
Engineered Products and Services May 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Photoshop, Microsoft Excel, Microsoft Word, Customer Service, Social Media Marketing, Facebook, Advertising, HTML, Marketing Communications, Illustrator, Teamwork, Event Planning, InDesign, Graphic Design, Research, Public Speaking, Public Relations
Education
University of Alabama 2009 — 2013
Bachelor of Science in Commerce and Business Administration, International Finance
Vikram jannareddy's Morgan Stanley Wealth Management Experience April 2013 - November 2014
Job Sr Project Manager at Mobiquity, Inc.
Industry Computer Software
Experience
Mobiquity, Inc. November 2014 - Present
Morgan Stanley Wealth Management April 2013 - November 2014
usablenet October 2011 - April 2013
Applico June 2011 - October 2011
usablenet November 2010 - June 2011
usablenet July 2009 - October 2010
usablenet March 2009 - June 2009
Touro College September 2006 - February 2009
Skills
Mobile Applications, Mobile Web, Quality Assurance, Project Management, Agile & Waterfall..., MS Project, Project Planning, Atlassian JIRA, Mobile Devices, Leadership, User Experience, Management, Mobile Internet, Confluence, iPhone, E-commerce, Mobile Design, XML, Agile Project Management, HTML, Agile Methodologies, JIRA, Planning Budgeting &..., Resource Management, Resource Allocation, Scrum, SaaS, Mobile Technology, Software Project..., Software Development, CRM, Business Analysis, Cloud Computing, Vendor Management, Mobile Commerce, Visio, Requirements Analysis, Web Project Management, Project Portfolio..., Information Architecture, Web Applications, User Interface Design
Education
Touro College
Western Michigan University
Mobiquity, Inc. November 2014 - Present
Morgan Stanley Wealth Management April 2013 - November 2014
usablenet October 2011 - April 2013
Applico June 2011 - October 2011
usablenet November 2010 - June 2011
usablenet July 2009 - October 2010
usablenet March 2009 - June 2009
Touro College September 2006 - February 2009
Skills
Mobile Applications, Mobile Web, Quality Assurance, Project Management, Agile & Waterfall..., MS Project, Project Planning, Atlassian JIRA, Mobile Devices, Leadership, User Experience, Management, Mobile Internet, Confluence, iPhone, E-commerce, Mobile Design, XML, Agile Project Management, HTML, Agile Methodologies, JIRA, Planning Budgeting &..., Resource Management, Resource Allocation, Scrum, SaaS, Mobile Technology, Software Project..., Software Development, CRM, Business Analysis, Cloud Computing, Vendor Management, Mobile Commerce, Visio, Requirements Analysis, Web Project Management, Project Portfolio..., Information Architecture, Web Applications, User Interface Design
Education
Touro College
Western Michigan University
Chauntelle Hardin's Morgan Stanley Wealth Management Experience April 2012 - Present
Job Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2012 - Present
Red Door Realty 2009 - 2012
Education
University of Tennessee-Knoxville
Master's degree, Forensic Anthropology
University of Alaska Fairbanks
Bachelor's degree, Anthropology
Morgan Stanley Wealth Management April 2012 - Present
Red Door Realty 2009 - 2012
Education
University of Tennessee-Knoxville
Master's degree, Forensic Anthropology
University of Alaska Fairbanks
Bachelor's degree, Anthropology
Barton Helfet's Morgan Stanley Wealth Management Experience September 2011 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2011 - Present
Education
Tulane University
BA, Economics and History
Morgan Stanley Wealth Management September 2011 - Present
Education
Tulane University
BA, Economics and History
Kimberly M. Stirling's Morgan Stanley Wealth Management Experience November 2010 - May 2014
Job Sustainability Program, UCLA Extension
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2010 - May 2014
LPL Financial June 2009 - November 2010
UBS Financial Services October 2007 - April 2009
Financial Consulting & Trading International February 2002 - August 2007
Education
UCLA Extension 2015 — 2016
Sustainability Certificate Program
UCLA Extension 2015 — 2016
Recycling and Solid Waste Management Certificate Program
California State University-Northridge
Bachelor of Arts, Art History
Marlborough School
High School
Morgan Stanley Wealth Management November 2010 - May 2014
LPL Financial June 2009 - November 2010
UBS Financial Services October 2007 - April 2009
Financial Consulting & Trading International February 2002 - August 2007
Education
UCLA Extension 2015 — 2016
Sustainability Certificate Program
UCLA Extension 2015 — 2016
Recycling and Solid Waste Management Certificate Program
California State University-Northridge
Bachelor of Arts, Art History
Marlborough School
High School
Kionna Sanders's Morgan Stanley Wealth Management Experience July 2011 - August 2011
Job Student at The University of Georgia
Industry Retail
Experience
University of Georgia September 2010 - Present
Target June 2012 - August 2012
Morgan Stanley Wealth Management July 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Public Speaking, HTML
Education
The University of Georgia 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
University of Georgia September 2010 - Present
Target June 2012 - August 2012
Morgan Stanley Wealth Management July 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Public Speaking, HTML
Education
The University of Georgia 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Sanborn Richard's Morgan Stanley Wealth Management Experience May 2009 - Present
Job Senior Vice President Financial Advisor at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2009 - Present
UBS August 1994 - May 2009
Citibank NA July 1978 - August 1994
Skills
Wealth Management, International Wealth...
Education
Thunderbird School of Global Management 1977 — 1978
Trinity University 1973 — 1977
Bachelor of Science (BS), Business Administration and Management, General
Morgan Stanley Wealth Management May 2009 - Present
UBS August 1994 - May 2009
Citibank NA July 1978 - August 1994
Skills
Wealth Management, International Wealth...
Education
Thunderbird School of Global Management 1977 — 1978
Trinity University 1973 — 1977
Bachelor of Science (BS), Business Administration and Management, General
James Storms's Morgan Stanley Wealth Management Experience December 2012 - January 2013
Job Student at State University of New York at Albany
Industry Printing
Experience
Castle Printing August 2008 - Present
Morgan Stanley Wealth Management December 2012 - January 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Java, HTML, C
Education
SUNY Albany 2009 — 2013
Bachelor of Arts (BA), Economics
Castle Printing August 2008 - Present
Morgan Stanley Wealth Management December 2012 - January 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Java, HTML, C
Education
SUNY Albany 2009 — 2013
Bachelor of Arts (BA), Economics
Timothy Speers's Morgan Stanley Wealth Management Experience April 2006 - Present
Job AVP Consulting Group Operations
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2006 - Present
Skills
Operations Management
Education
Towson University 1988 — 1992
Bachelor's degree, Mass Communication/Media Studies
Morgan Stanley Wealth Management April 2006 - Present
Skills
Operations Management
Education
Towson University 1988 — 1992
Bachelor's degree, Mass Communication/Media Studies
Pete Sclafani, MBA's Morgan Stanley Wealth Management Experience June 2008 - Present
Job Financial Planning Associate / Registered Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2008 - Present
Smith Barney June 2006 - June 2008
Skills
Series 7, Series 66, Series 31, Life & Health Insurance..., Financial Planning..., FINRA, Uniform Combined State..., Financial Analysis, Asset Allocation, Series 63, Mutual Funds, Strategic Financial..., Retirement Planning, Wealth Management, Securities, Series 65, Investment Strategies, Alternative Investments, ETFs, IRAs, Financial Advisory, 401k, Retirement, Fixed Income, Fixed Annuities, Equities, Variable Annuities, Financial Planners, Investments, Financial Planning
Education
Loyola University Maryland 2011 — 2013
Master of Business Administration (MBA), Finance
Towson University 2002 — 2006
BS, Business Administration, Finance, General
Dulaney High School 1997 — 2001
Morgan Stanley Wealth Management June 2008 - Present
Smith Barney June 2006 - June 2008
Skills
Series 7, Series 66, Series 31, Life & Health Insurance..., Financial Planning..., FINRA, Uniform Combined State..., Financial Analysis, Asset Allocation, Series 63, Mutual Funds, Strategic Financial..., Retirement Planning, Wealth Management, Securities, Series 65, Investment Strategies, Alternative Investments, ETFs, IRAs, Financial Advisory, 401k, Retirement, Fixed Income, Fixed Annuities, Equities, Variable Annuities, Financial Planners, Investments, Financial Planning
Education
Loyola University Maryland 2011 — 2013
Master of Business Administration (MBA), Finance
Towson University 2002 — 2006
BS, Business Administration, Finance, General
Dulaney High School 1997 — 2001
David Roessner's Morgan Stanley Wealth Management Experience March 2011 - December 2011
Job Personal Banker at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank April 2012 - Present
Morgan Stanley Wealth Management March 2011 - December 2011
SunTrust Investment Services May 2009 - March 2011
SunTrust Bank July 2004 - March 2011
Education
The University of Georgia 2000 — 2004
Bachelor of Arts (B.A.), Political Science and Government
Fifth Third Bank April 2012 - Present
Morgan Stanley Wealth Management March 2011 - December 2011
SunTrust Investment Services May 2009 - March 2011
SunTrust Bank July 2004 - March 2011
Education
The University of Georgia 2000 — 2004
Bachelor of Arts (B.A.), Political Science and Government
Joseph M. Howard's Morgan Stanley Wealth Management Experience June 2014 - Present
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Computer Hardware
Experience
Morgan Stanley Wealth Management June 2014 - Present
Carahsoft Technology Corp. January 2013 - June 2014
Southwestern Advantage April 2011 - December 2011
Skills
Cold Calling, Account Management, Data Storage..., Federal Sales, Business Development, IT Sales, Contract Management, Lead Generation, Salesforce.com, Sales, Sales Operations, Solution Selling, Sales Process
Education
University of Michigan 2008 — 2012
English Language and Literature
Universidad Antonio de Nebrija 2010 — 2010
Gonzaga College High School 2004 — 2008
Morgan Stanley Wealth Management June 2014 - Present
Carahsoft Technology Corp. January 2013 - June 2014
Southwestern Advantage April 2011 - December 2011
Skills
Cold Calling, Account Management, Data Storage..., Federal Sales, Business Development, IT Sales, Contract Management, Lead Generation, Salesforce.com, Sales, Sales Operations, Solution Selling, Sales Process
Education
University of Michigan 2008 — 2012
English Language and Literature
Universidad Antonio de Nebrija 2010 — 2010
Gonzaga College High School 2004 — 2008
Hasan Shah's Morgan Stanley Wealth Management Experience March 2006 - August 2014
Job Senior Risk Manager | Fannie Mae
Industry Financial Services
Experience
Fannie Mae March 2015 - August 2015
Wilmington Trust September 2014 - February 2015
Morgan Stanley Wealth Management March 2006 - August 2014
Old Mutual Asset Management August 2004 - March 2006
Skills
Teaching, Photoshop, Finance
Education
Towson University 2014 — 2016
Master of Science (MS)
University of Maryland Baltimore County 2001 — 2003
International Relations & Macro Economics
Fannie Mae March 2015 - August 2015
Wilmington Trust September 2014 - February 2015
Morgan Stanley Wealth Management March 2006 - August 2014
Old Mutual Asset Management August 2004 - March 2006
Skills
Teaching, Photoshop, Finance
Education
Towson University 2014 — 2016
Master of Science (MS)
University of Maryland Baltimore County 2001 — 2003
International Relations & Macro Economics
Gil Douek's Morgan Stanley Wealth Management Experience June 2013 - Present
Job Wealth Advisory Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2013 - Present
Citi November 2006 - May 2013
Education
State University of New York at Albany 2002 — 2006
Bachelor of Science (BS), Marketing/Management
Morgan Stanley Wealth Management June 2013 - Present
Citi November 2006 - May 2013
Education
State University of New York at Albany 2002 — 2006
Bachelor of Science (BS), Marketing/Management
Julius Illbruck's Morgan Stanley Wealth Management Experience June 2012 - June 2012
Job at
Industry
Experience
Saatchi & Saatchi Synergize October 2014 - December 2014
Pinta Acoustic GmbH June 2013 - August 2013
Pall Mall Partners July 2012 - July 2012
Morgan Stanley Wealth Management June 2012 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, English, Data Analysis
Education
Tufts University 2010 — 2014
Bachelor of Science (BS), Quantitative Economics
Fettes College 2008 — 2010
Saatchi & Saatchi Synergize October 2014 - December 2014
Pinta Acoustic GmbH June 2013 - August 2013
Pall Mall Partners July 2012 - July 2012
Morgan Stanley Wealth Management June 2012 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, English, Data Analysis
Education
Tufts University 2010 — 2014
Bachelor of Science (BS), Quantitative Economics
Fettes College 2008 — 2010
D. Michael Harrison's Morgan Stanley Wealth Management Experience December 1998 - May 2014
Job Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2014 - Present
Morgan Stanley Wealth Management December 1998 - May 2014
AXA Financial Advisors December 1996 - December 1998
Skills
401K Rollovers, Asset Allocation, Business Owner Planning, Deferred Compensation..., Insurance, Investment Planning, Retirement Planning, Wealth Management, Investments, Investment Advisory, Fixed Annuities, 401k Rollovers, Series 7, Strategic Financial..., Finance, Series 63, Financial Services
Education
The University of Memphis
Bachelor of Business Administration-Finance
Wells Fargo Advisors, LLC May 2014 - Present
Morgan Stanley Wealth Management December 1998 - May 2014
AXA Financial Advisors December 1996 - December 1998
Skills
401K Rollovers, Asset Allocation, Business Owner Planning, Deferred Compensation..., Insurance, Investment Planning, Retirement Planning, Wealth Management, Investments, Investment Advisory, Fixed Annuities, 401k Rollovers, Series 7, Strategic Financial..., Finance, Series 63, Financial Services
Education
The University of Memphis
Bachelor of Business Administration-Finance
Brett Jensen's Morgan Stanley Wealth Management Experience June 2013 - August 2013
Job Business Analyst at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte August 2015 - Present
Hallmark Cards May 2014 - August 2014
Morgan Stanley Wealth Management June 2013 - August 2013
Skills
Microsoft Excel, Financial Modeling, Financial Analysis, Finance, Forecasting, Analysis, Accounting
Education
The University of Kansas 2011 — 2015
Bachelor of Science (BS), Accounting and Finance
Deloitte August 2015 - Present
Hallmark Cards May 2014 - August 2014
Morgan Stanley Wealth Management June 2013 - August 2013
Skills
Microsoft Excel, Financial Modeling, Financial Analysis, Finance, Forecasting, Analysis, Accounting
Education
The University of Kansas 2011 — 2015
Bachelor of Science (BS), Accounting and Finance
Kimberly Longfellow's Morgan Stanley Wealth Management Experience Senior Registered AssociateMorgan Stanley Wealth ManagementMay 2013 - Present
Job Senior Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management Senior Registered AssociateMorgan Stanley Wealth ManagementMay 2013 - Present
Deutsche Bank November 2003 - April 2013
Education
Towson University 1999 — 2004
Bachelor's degree
Morgan Stanley Wealth Management Senior Registered AssociateMorgan Stanley Wealth ManagementMay 2013 - Present
Deutsche Bank November 2003 - April 2013
Education
Towson University 1999 — 2004
Bachelor's degree
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.