Morgan Stanley Wealth Management
Industry: Financial services company
DescriptionMorgan Stanley Wealth Management is an American multinational financial services corporation specializing in retail brokerage. It is the wealth & asset management division of Morgan Stanley. Customer service: 00 1 801-617-9150 Assets under management: 2.05 trillion USD (2014) CEO: James P. Gorman (Jan 2012–) Headquarters: Purchase, Harrison, New York, United States Parent organization: Morgan Stanley Domestic Holdings Inc Founders: Charles D. Barney, Edward B. Smith
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Morgan Stanley Wealth Management Employees
Employee
Years
Job
Industry
Neil Bhatt Neil Bhatt's Morgan Stanley Wealth Management Experience January 2013 - March 2013
Job Research Analyst
Industry Facilities Services
Experience
School Facility Consultants July 2015 - Present
Childrens Medical Center of Fresno March 2014 - June 2015
American Service Project January 2013 - March 2014
Northwestern Mutual June 2013 - August 2013
Internal Revenue Service January 2013 - April 2013
Morgan Stanley Wealth Management January 2013 - March 2013
Morgan Stanley Wealth Management September 2012 - December 2012
Skills
Data Analysis, Microsoft Office, Microsoft Excel, Statistics, Public Speaking, Microsoft Word, Research, PowerPoint, Community Outreach, Stata, Economic Research, Critical Thinking, Statistical Data..., Data Collection, Econometrics, Economics, Financial Analysis, R Programming, Customer Service
Education
University of California, Davis 2011 — 2013
Bachelor of Arts (B.A.), Applied Statistics
University of California, Davis 2011 — 2013
Bachelor of Arts (B.A.), Economics
School Facility Consultants July 2015 - Present
Childrens Medical Center of Fresno March 2014 - June 2015
American Service Project January 2013 - March 2014
Northwestern Mutual June 2013 - August 2013
Internal Revenue Service January 2013 - April 2013
Morgan Stanley Wealth Management January 2013 - March 2013
Morgan Stanley Wealth Management September 2012 - December 2012
Skills
Data Analysis, Microsoft Office, Microsoft Excel, Statistics, Public Speaking, Microsoft Word, Research, PowerPoint, Community Outreach, Stata, Economic Research, Critical Thinking, Statistical Data..., Data Collection, Econometrics, Economics, Financial Analysis, R Programming, Customer Service
Education
University of California, Davis 2011 — 2013
Bachelor of Arts (B.A.), Applied Statistics
University of California, Davis 2011 — 2013
Bachelor of Arts (B.A.), Economics
Erica Tanner's Morgan Stanley Wealth Management Experience 2005 - March 2013
Job Senior Registered Client Service Associate at Capital Growth
Industry Financial Services
Experience
Capital Growth February 2015 - Present
UBS January 2013 - January 2015
Morgan Stanley Wealth Management 2005 - March 2013
Skills
Series 7, Series 63, Mutual Funds, Investments, Portfolio Management, Wealth Management, Alternative Investments, Retirement Planning, Asset Allocation, Securities, Sales, Client Services, Financial Services
Education
University of California, San Diego
Bachelor’s Degree, Biology, General
Capital Growth February 2015 - Present
UBS January 2013 - January 2015
Morgan Stanley Wealth Management 2005 - March 2013
Skills
Series 7, Series 63, Mutual Funds, Investments, Portfolio Management, Wealth Management, Alternative Investments, Retirement Planning, Asset Allocation, Securities, Sales, Client Services, Financial Services
Education
University of California, San Diego
Bachelor’s Degree, Biology, General
Tracie Pozarek Schmill,MBA Tracie Pozarek Schmill,MBA's Morgan Stanley Wealth Management Experience January 2004 - April 2004
Job Trade Planning and Retail Operations Manager at Smithfield Farmland
Industry Retail
Experience
Smithfield Farmland August 2014 - Present
Smithfield Farmland December 2013 - August 2014
Smithfield Foods August 2013 - December 2013
JB Hunt Transport Services, Inc. May 2011 - August 2013
JB Hunt Transport Services, Inc. December 2009 - May 2011
JB Hunt Transport Services, Inc. October 2007 - December 2009
JB Hunt Transport Services, Inc. May 2006 - October 2007
Burke Capital Group, a division of Morgan Keegan & Co. May 2004 - May 2006
Morgan Stanley Wealth Management January 2004 - April 2004
Skills
Microsoft Excel, Business Analysis, Process Improvement, Customer Service, Supply Chain, Pricing, Operations Management, Supply Chain Management, Microsoft Office, Freight, Competitive Analysis, Transportation, Strategic Planning, Negotiation, Microsoft Word, Logistics, Budgets, Team Building, Change Management
Education
University of Arkansas at Fayetteville 2012 — 2013
Master of Business Administration (MBA), Accounting and Finance
University of Arkansas at Fayetteville 1999 — 2003
Bachelor of Business Administration (B.B.A.), Financial Investment Management and Accounting
Smithfield Farmland August 2014 - Present
Smithfield Farmland December 2013 - August 2014
Smithfield Foods August 2013 - December 2013
JB Hunt Transport Services, Inc. May 2011 - August 2013
JB Hunt Transport Services, Inc. December 2009 - May 2011
JB Hunt Transport Services, Inc. October 2007 - December 2009
JB Hunt Transport Services, Inc. May 2006 - October 2007
Burke Capital Group, a division of Morgan Keegan & Co. May 2004 - May 2006
Morgan Stanley Wealth Management January 2004 - April 2004
Skills
Microsoft Excel, Business Analysis, Process Improvement, Customer Service, Supply Chain, Pricing, Operations Management, Supply Chain Management, Microsoft Office, Freight, Competitive Analysis, Transportation, Strategic Planning, Negotiation, Microsoft Word, Logistics, Budgets, Team Building, Change Management
Education
University of Arkansas at Fayetteville 2012 — 2013
Master of Business Administration (MBA), Accounting and Finance
University of Arkansas at Fayetteville 1999 — 2003
Bachelor of Business Administration (B.B.A.), Financial Investment Management and Accounting
Jean Song's Morgan Stanley Wealth Management Experience June 2014 - August 2014
Job Summer Consulting Analyst Intern at Accenture
Industry Management Consulting
Experience
Accenture June 2015 - August 2015
UC Berkeley Department of Economics: Professor Stefano DellaVigna January 2015 - May 2015
Morgan Stanley Wealth Management June 2014 - August 2014
Cerner Corporation May 2013 - August 2013
Cerner Corporation June 2012 - August 2012
Skills
Teamwork, Public Speaking, PowerPoint, Microsoft Office, Microsoft Word, Marketing, Leadership, Data Analysis, Management
Education
University of California, Berkeley 2013 — 2017
B.A. Economics, B.S. Business Administration (Double Major), Business Administration and Economics
University of California, Berkeley, Haas School of Business 2013 — 2017
Bachelor of Science (B.S.)
Accenture June 2015 - August 2015
UC Berkeley Department of Economics: Professor Stefano DellaVigna January 2015 - May 2015
Morgan Stanley Wealth Management June 2014 - August 2014
Cerner Corporation May 2013 - August 2013
Cerner Corporation June 2012 - August 2012
Skills
Teamwork, Public Speaking, PowerPoint, Microsoft Office, Microsoft Word, Marketing, Leadership, Data Analysis, Management
Education
University of California, Berkeley 2013 — 2017
B.A. Economics, B.S. Business Administration (Double Major), Business Administration and Economics
University of California, Berkeley, Haas School of Business 2013 — 2017
Bachelor of Science (B.S.)
Matt Shapiro CFP® Matt Shapiro CFP®'s Morgan Stanley Wealth Management Experience June 2006 - June 2007
Job Senior Financial Planner at LearnVest, Inc.
Industry Financial Services
Experience
LearnVest, Inc. July 2014 - Present
LearnVest, Inc. February 2014 - July 2014
LearnVest, Inc. April 2013 - January 2014
ShapiroAdventures.com October 2011 - March 2013
Fidelity Investments December 2007 - September 2011
AIG SunAmerica June 2007 - December 2007
Morgan Stanley Wealth Management June 2006 - June 2007
Toyota June 2005 - June 2006
Nordstrom July 2003 - December 2004
Skills
Sales, Salesforce.com, Series 7, Management, Financial Services, Leadership, Investments, Investment Strategies, Financial Planners, Financial Planning, Retirement Planning, Customer Service, Call Centers, Marketing, Social Media Marketing, Customer Retention, Sales Management, Microsoft Office, Lotus Notes, Call Center Development, Financial Statement..., Cross-functional..., Series 65, FINRA, Financial Goals, Tactical Asset..., Dynamic Asset Allocation, College Savings..., Income Planning, Bond Analysis, Sales & Marketing, Siebel 7.x, Google Apps, Tax Shelters, Sales Process..., Call Center Management, Call Center Optimization, Series 31, Life & Health Insurance..., Start-ups, Finance, Wealth Management, Portfolio Management, Mutual Funds, Social Media, Asset Management, Insurance, Securities, Investment Advisory, Retirement
Education
UCLA 2002 — 2006
Bachelor of Arts (B.A.), Psychology
LearnVest, Inc. July 2014 - Present
LearnVest, Inc. February 2014 - July 2014
LearnVest, Inc. April 2013 - January 2014
ShapiroAdventures.com October 2011 - March 2013
Fidelity Investments December 2007 - September 2011
AIG SunAmerica June 2007 - December 2007
Morgan Stanley Wealth Management June 2006 - June 2007
Toyota June 2005 - June 2006
Nordstrom July 2003 - December 2004
Skills
Sales, Salesforce.com, Series 7, Management, Financial Services, Leadership, Investments, Investment Strategies, Financial Planners, Financial Planning, Retirement Planning, Customer Service, Call Centers, Marketing, Social Media Marketing, Customer Retention, Sales Management, Microsoft Office, Lotus Notes, Call Center Development, Financial Statement..., Cross-functional..., Series 65, FINRA, Financial Goals, Tactical Asset..., Dynamic Asset Allocation, College Savings..., Income Planning, Bond Analysis, Sales & Marketing, Siebel 7.x, Google Apps, Tax Shelters, Sales Process..., Call Center Management, Call Center Optimization, Series 31, Life & Health Insurance..., Start-ups, Finance, Wealth Management, Portfolio Management, Mutual Funds, Social Media, Asset Management, Insurance, Securities, Investment Advisory, Retirement
Education
UCLA 2002 — 2006
Bachelor of Arts (B.A.), Psychology
Sylvia (Fischer) Geffen Sylvia (Fischer) Geffen's Morgan Stanley Wealth Management Experience 1983 - 2006
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors We work with a select group of businesses, foundations, and individuals, to grow and protect their assets. We develop customized investment strategies dealing with asset allocation, retirement, and income solutions.Vice President-InvestmentsSmith Barney2006 - 2009
Morgan Stanley Wealth Management 1983 - 2006
Skills
Investments, Asset Allocation, Finance, Investment Strategies, Fixed Income, Retirement Planning, Securities, Insurance, Management Consulting, Economics, Tax
Education
University of California, Los Angeles 1974 — 1978
Bachelor of Science (BS), Economics
Wells Fargo Advisors We work with a select group of businesses, foundations, and individuals, to grow and protect their assets. We develop customized investment strategies dealing with asset allocation, retirement, and income solutions.Vice President-InvestmentsSmith Barney2006 - 2009
Morgan Stanley Wealth Management 1983 - 2006
Skills
Investments, Asset Allocation, Finance, Investment Strategies, Fixed Income, Retirement Planning, Securities, Insurance, Management Consulting, Economics, Tax
Education
University of California, Los Angeles 1974 — 1978
Bachelor of Science (BS), Economics
Ryan Han Liu's Morgan Stanley Wealth Management Experience January 2010 - March 2010
Job Associateat Fisher Investments
Industry Financial Services
Experience
Fisher Investments August 2014 - Present
Fisher Investments August 2012 - September 2014
CalPERS March 2010 - June 2010
Morgan Stanley Wealth Management January 2010 - March 2010
PwC July 2009 - September 2009
Skills
Financial Modeling, Financial Analysis, Auditing, Corporate Finance, Microsoft Excel, Asset Management, Asset Allocation, Analysis, Bloomberg Terminal, Equities, Capital Markets, Securities
Education
University of California, Davis 2007 — 2011
Bachelor of Science (BS), Managerial Economics
Mission San Jose High School 2003 — 2007
Fisher Investments August 2014 - Present
Fisher Investments August 2012 - September 2014
CalPERS March 2010 - June 2010
Morgan Stanley Wealth Management January 2010 - March 2010
PwC July 2009 - September 2009
Skills
Financial Modeling, Financial Analysis, Auditing, Corporate Finance, Microsoft Excel, Asset Management, Asset Allocation, Analysis, Bloomberg Terminal, Equities, Capital Markets, Securities
Education
University of California, Davis 2007 — 2011
Bachelor of Science (BS), Managerial Economics
Mission San Jose High School 2003 — 2007
Yekaterina Damina Yekaterina Damina's Morgan Stanley Wealth Management Experience November 2010 - October 2011
Job Financial Analyst
Industry Investment Banking
Experience
Cabrillo Advisors, LLC July 2013 - Present
Bainbridge May 2013 - July 2013
Merrill Lynch October 2011 - September 2012
Morgan Stanley Wealth Management November 2010 - October 2011
The Lancer Group April 2010 - November 2010
Skills
Series 66, Series 7, CFA Level I, Financial Analysis, Financial Modeling, Quantitative Analytics, Project Management, Microsoft Excel, Microsoft Word, PowerPoint, QuickBooks, Salesforce.com, Photoshop, Outlook, Databases, Matlab, Investment Banking, Equities, Valuation, Portfolio Management, Investments, Analysis, Finance, Leadership, Private Equity
Education
University of California, San Diego
B.S, Mathematics/Economics/Accounting
Cabrillo Advisors, LLC July 2013 - Present
Bainbridge May 2013 - July 2013
Merrill Lynch October 2011 - September 2012
Morgan Stanley Wealth Management November 2010 - October 2011
The Lancer Group April 2010 - November 2010
Skills
Series 66, Series 7, CFA Level I, Financial Analysis, Financial Modeling, Quantitative Analytics, Project Management, Microsoft Excel, Microsoft Word, PowerPoint, QuickBooks, Salesforce.com, Photoshop, Outlook, Databases, Matlab, Investment Banking, Equities, Valuation, Portfolio Management, Investments, Analysis, Finance, Leadership, Private Equity
Education
University of California, San Diego
B.S, Mathematics/Economics/Accounting
Danielle Pennington Danielle Pennington's Morgan Stanley Wealth Management Experience November 2011 - Present
Job Senior Registered Associate/ Financial Planning Associate at Morgan Stanley
Industry Financial Services
Experience
Threshold Group June 2015 - Present
Morgan Stanley Wealth Management November 2011 - Present
BNY Mellon March 2011 - November 2011
Morgan Stanley Smith Barney February 2010 - March 2011
Morgan Stanley Smith Barney October 2008 - February 2010
Heffernan Insurance Brokers May 2008 - August 2008
Skills
Series 7, Outlook, Excel, Series 66, Uniform Combined State..., Microsoft Excel
Education
University of California, Berkeley 2005 — 2009
BA, Political Economics
Threshold Group June 2015 - Present
Morgan Stanley Wealth Management November 2011 - Present
BNY Mellon March 2011 - November 2011
Morgan Stanley Smith Barney February 2010 - March 2011
Morgan Stanley Smith Barney October 2008 - February 2010
Heffernan Insurance Brokers May 2008 - August 2008
Skills
Series 7, Outlook, Excel, Series 66, Uniform Combined State..., Microsoft Excel
Education
University of California, Berkeley 2005 — 2009
BA, Political Economics
Runsheng Chen Runsheng Chen's Morgan Stanley Wealth Management Experience January 2013 - March 2014
Job Staff Accountant at Tapjoy
Industry Financial Services
Experience
Tapjoy September 2015 - Present
Salesforce (via Zero Chaos) July 2014 - July 2015
Morgan Stanley Wealth Management January 2013 - March 2014
Spotify September 2013 - December 2013
UC San Diego - Office of Post Award Financial Services September 2012 - June 2013
Delta Sigma Pi - Omicron Sigma Chapter November 2012 - May 2013
Delta Sigma Pi - Omicron Sigma Chapter May 2012 - November 2012
Golden Gate Angels Group June 2012 - August 2012
UC San Diego - Revelle College, Student Affairs Office March 2012 - June 2012
San Francisco Police Department June 2011 - September 2011
Skills
Leadership, Market Research, Research, PowerPoint, Management, Microsoft Word, Microsoft Office, Access, Accounting, Social Networking, Marketing, Project Planning, Event Planning, Public Speaking, Social Media, Social Media Marketing, Self-Management, Mathematics, Cooperative in Teams, Customer Service, Outlook, Salesforce.com, Oracle, Facebook, Strategic Partnerships, Data Analysis, Time Management, Marketing Strategy, Team Leadership, Teamwork, Product Marketing, Product Management, Business Analysis, Business Development, Data Entry
Education
University of California, San Diego 2010 — 2014
B.S., Management Science
Tapjoy September 2015 - Present
Salesforce (via Zero Chaos) July 2014 - July 2015
Morgan Stanley Wealth Management January 2013 - March 2014
Spotify September 2013 - December 2013
UC San Diego - Office of Post Award Financial Services September 2012 - June 2013
Delta Sigma Pi - Omicron Sigma Chapter November 2012 - May 2013
Delta Sigma Pi - Omicron Sigma Chapter May 2012 - November 2012
Golden Gate Angels Group June 2012 - August 2012
UC San Diego - Revelle College, Student Affairs Office March 2012 - June 2012
San Francisco Police Department June 2011 - September 2011
Skills
Leadership, Market Research, Research, PowerPoint, Management, Microsoft Word, Microsoft Office, Access, Accounting, Social Networking, Marketing, Project Planning, Event Planning, Public Speaking, Social Media, Social Media Marketing, Self-Management, Mathematics, Cooperative in Teams, Customer Service, Outlook, Salesforce.com, Oracle, Facebook, Strategic Partnerships, Data Analysis, Time Management, Marketing Strategy, Team Leadership, Teamwork, Product Marketing, Product Management, Business Analysis, Business Development, Data Entry
Education
University of California, San Diego 2010 — 2014
B.S., Management Science
Rachel Lorack Rachel Lorack's Morgan Stanley Wealth Management Experience February 2009 - September 2009
Job Financial Planner, Inventory Management at Gap Inc.
Industry Retail
Experience
Gap Inc. April 2015 - Present
Gap Inc. September 2014 - April 2015
Gap Inc. September 2013 - September 2014
Accenture October 2011 - September 2013
Accenture July 2010 - September 2010
Morgan Stanley Wealth Management February 2009 - September 2009
Skills
Management Consulting, Change Management, Business Analysis, Business Transformation, PMO, Finance, Business Process..., Business Process, Financial Modeling, Project Management
Education
University of California, Los Angeles 2007 — 2012
Bachelor of Arts (B.A.), Business Economics
Gap Inc. April 2015 - Present
Gap Inc. September 2014 - April 2015
Gap Inc. September 2013 - September 2014
Accenture October 2011 - September 2013
Accenture July 2010 - September 2010
Morgan Stanley Wealth Management February 2009 - September 2009
Skills
Management Consulting, Change Management, Business Analysis, Business Transformation, PMO, Finance, Business Process..., Business Process, Financial Modeling, Project Management
Education
University of California, Los Angeles 2007 — 2012
Bachelor of Arts (B.A.), Business Economics
Sean Melendez Sean Melendez's Morgan Stanley Wealth Management Experience July 2013 - February 2015
Job Financial Advisor
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Morgan Stanley Wealth Management July 2013 - February 2015
All-in-1 January 2013 - July 2013
Beachbody, LLC September 2012 - November 2012
Pacific Coast Capital Partners LLC May 2011 - July 2011
Advanced Cleanup Technologies, Inc June 2010 - July 2010
Skills
Account Reconciliation, Strategic Financial..., Outlook, Investments, Mutual Funds, Asset Management, Equities, Insurance, Financial Planning, Customer Service
Education
University of Arizona 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Chadwick School 2004 — 2008
Morgan Stanley August 2014 - Present
Morgan Stanley Wealth Management July 2013 - February 2015
All-in-1 January 2013 - July 2013
Beachbody, LLC September 2012 - November 2012
Pacific Coast Capital Partners LLC May 2011 - July 2011
Advanced Cleanup Technologies, Inc June 2010 - July 2010
Skills
Account Reconciliation, Strategic Financial..., Outlook, Investments, Mutual Funds, Asset Management, Equities, Insurance, Financial Planning, Customer Service
Education
University of Arizona 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Chadwick School 2004 — 2008
Franchesca Finnigan's Morgan Stanley Wealth Management Experience June 2013 - August 2013
Job Treasurer at Student Union Assembly, UCSC
Industry Accounting
Experience
Student Union Assembly, UCSC November 2014 - Present
Federal Deposit Insurance Corporation June 2014 - September 2014
UCSC Economics Department April 2014 - June 2014
UC Santa Cruz August 2013 - June 2014
Jack Baskin School of Engineering March 2013 - June 2014
Morgan Stanley Wealth Management June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Data Entry
Education
University of California, Santa Cruz 2011 — 2015
Bachelor of Arts (BA), Economics
Student Union Assembly, UCSC November 2014 - Present
Federal Deposit Insurance Corporation June 2014 - September 2014
UCSC Economics Department April 2014 - June 2014
UC Santa Cruz August 2013 - June 2014
Jack Baskin School of Engineering March 2013 - June 2014
Morgan Stanley Wealth Management June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Data Entry
Education
University of California, Santa Cruz 2011 — 2015
Bachelor of Arts (BA), Economics
Jessica Tiao Jessica Tiao's Morgan Stanley Wealth Management Experience July 2011 - March 2012
Job
Industry Design
Experience
Kissmetrics September 2014 - Present
www.jessicatiao.com August 2011 - Present
Tradecraft May 2014 - September 2014
33Across Inc. July 2013 - April 2014
TubeMogul, Inc. October 2012 - July 2013
Morgan Stanley Wealth Management July 2011 - March 2012
Haas School of Business October 2010 - May 2011
UC Berkeley Recreational Sports Facility February 2008 - September 2010
TRI Commercial January 2010 - May 2010
Revolution Prep August 2006 - December 2008
Skills
Design Strategy, Visual Thinking, User-centered Design, Information Architecture, User Experience Design, User Experience, User Experience Testing, Usability Testing, Interaction Design, Photoshop, Illustrator, Microsoft Office, Analytics, Online Advertising, RTB, Management, Behavioral Targeting, Advertising Operations, Ad Optimization, Campaign Management, Online Marketing, Architecture, Architectures, Adobe Creative Suite, Marketing, User Interface Design, Mobile Applications, Start-ups
Education
University of California, Berkeley 2007 — 2011
B.A., Architecture, Minor in City/Urban, Community and Regional Planning
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2011
B.S., Business Administration
國立臺灣師範大學 National Taiwan Normal University 2012 — 2012
Chinese Language and Literature
University of California, Los Angeles
User Experience Design
Kissmetrics September 2014 - Present
www.jessicatiao.com August 2011 - Present
Tradecraft May 2014 - September 2014
33Across Inc. July 2013 - April 2014
TubeMogul, Inc. October 2012 - July 2013
Morgan Stanley Wealth Management July 2011 - March 2012
Haas School of Business October 2010 - May 2011
UC Berkeley Recreational Sports Facility February 2008 - September 2010
TRI Commercial January 2010 - May 2010
Revolution Prep August 2006 - December 2008
Skills
Design Strategy, Visual Thinking, User-centered Design, Information Architecture, User Experience Design, User Experience, User Experience Testing, Usability Testing, Interaction Design, Photoshop, Illustrator, Microsoft Office, Analytics, Online Advertising, RTB, Management, Behavioral Targeting, Advertising Operations, Ad Optimization, Campaign Management, Online Marketing, Architecture, Architectures, Adobe Creative Suite, Marketing, User Interface Design, Mobile Applications, Start-ups
Education
University of California, Berkeley 2007 — 2011
B.A., Architecture, Minor in City/Urban, Community and Regional Planning
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2011
B.S., Business Administration
國立臺灣師範大學 National Taiwan Normal University 2012 — 2012
Chinese Language and Literature
University of California, Los Angeles
User Experience Design
Careen Clarke, MBA's Morgan Stanley Wealth Management Experience June 2012 - Present
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2012 - Present
Macys May 2008 - February 2012
Skills
Marketing, Customer Satisfaction, Leadership, Access, Management, Financial Analysis, Teamwork, Team Leadership, Data Entry, Finance, Asset Allocation, Banking, Credit, Customer Experience, Market Research, Social Media, CRM, Training, Data Analysis, Business Analysis, Analysis, Insurance, Call Centers, Process Improvement, Team Building, Software Documentation, Analytics, Salesforce.com, Budgets, Operations Management, Recruiting, Account Management
Education
University of Central Florida 2014 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
University of Central Florida 2008 — 2011
Interpersonal Organization and Communication, Science
Morgan Stanley Wealth Management June 2012 - Present
Macys May 2008 - February 2012
Skills
Marketing, Customer Satisfaction, Leadership, Access, Management, Financial Analysis, Teamwork, Team Leadership, Data Entry, Finance, Asset Allocation, Banking, Credit, Customer Experience, Market Research, Social Media, CRM, Training, Data Analysis, Business Analysis, Analysis, Insurance, Call Centers, Process Improvement, Team Building, Software Documentation, Analytics, Salesforce.com, Budgets, Operations Management, Recruiting, Account Management
Education
University of Central Florida 2014 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
University of Central Florida 2008 — 2011
Interpersonal Organization and Communication, Science
Julie Schmuttermair Julie Schmuttermair's Morgan Stanley Wealth Management Experience June 2007 - July 2007
Job at
Industry Hospital & Health Care
Experience
Stella & Dot March 2015 - Present
Stitched on Me March 2014 - Present
Rady Children's Hospital-San Diego January 2005 - Present
UC San Diego September 2012 - June 2013
The Remington Club February 2010 - February 2011
Rady Children's Hospital October 2007 - September 2008
University of San Diego May 2005 - August 2008
Citi July 2007 - July 2008
Morgan Stanley Wealth Management June 2007 - July 2007
MiraCosta College December 2006 - February 2007
Skills
Research, Microsoft Excel, PowerPoint, Cpr Certified, Microsoft Word, Social Networking, Matlab, Networking, BLS, First Aid, Mentoring, Youth Mentoring, Psychology, Neurobehavioral..., Cognitive Neuroscience, Behavioral Neuroscience, Therapeutic Modalities, Cognitive Psychology, Biochemistry, Cell Biology, Systems Biology, Crochet, Crafts, Arts & Crafts, Central Nervous System, CNS disorders, Chronic Illness, Chronic Pain, Cancer, Play Therapy, Art Therapy, Art
Education
University of California, San Diego 2010 — 2013
Psychology, B.S., Biology, Biochemistry, Psychology
University of California, Los Angeles 2008 — 2009
Physiological Sciences
Stella & Dot March 2015 - Present
Stitched on Me March 2014 - Present
Rady Children's Hospital-San Diego January 2005 - Present
UC San Diego September 2012 - June 2013
The Remington Club February 2010 - February 2011
Rady Children's Hospital October 2007 - September 2008
University of San Diego May 2005 - August 2008
Citi July 2007 - July 2008
Morgan Stanley Wealth Management June 2007 - July 2007
MiraCosta College December 2006 - February 2007
Skills
Research, Microsoft Excel, PowerPoint, Cpr Certified, Microsoft Word, Social Networking, Matlab, Networking, BLS, First Aid, Mentoring, Youth Mentoring, Psychology, Neurobehavioral..., Cognitive Neuroscience, Behavioral Neuroscience, Therapeutic Modalities, Cognitive Psychology, Biochemistry, Cell Biology, Systems Biology, Crochet, Crafts, Arts & Crafts, Central Nervous System, CNS disorders, Chronic Illness, Chronic Pain, Cancer, Play Therapy, Art Therapy, Art
Education
University of California, San Diego 2010 — 2013
Psychology, B.S., Biology, Biochemistry, Psychology
University of California, Los Angeles 2008 — 2009
Physiological Sciences
Tanuj Mahmood Tanuj Mahmood's Morgan Stanley Wealth Management Experience August 2012 - November 2012
Job Systems Analyst at Google
Industry Higher Education
Experience
Wells Fargo February 2015 - Present
Google June 2014 - February 2015
Teachscape January 2014 - May 2014
Digitlink Media, LLC. January 2013 - January 2014
UC Davis Graduate School of Management September 2013 - December 2013
UC Davis NPB Dept. March 2010 - August 2013
Rite Aid Pharmacy March 2013 - May 2013
Morgan Stanley Wealth Management August 2012 - November 2012
UC Davis Medical Center April 2009 - April 2010
CVS Caremark Corporation March 2009 - June 2009
Skills
Training, PowerPoint, Public Speaking, Analysis, Troubleshooting, Testing, Research, Product Development, Event Planning, Teamwork, Customer Service
Education
University of California, Davis 2009 — 2013
Bachelor of Science (B.S.), Biological Sciences (Neurobiology, Physiology & Behavior) with minor in Technology Management
Monte Vista High School 2007 — 2009
Wells Fargo February 2015 - Present
Google June 2014 - February 2015
Teachscape January 2014 - May 2014
Digitlink Media, LLC. January 2013 - January 2014
UC Davis Graduate School of Management September 2013 - December 2013
UC Davis NPB Dept. March 2010 - August 2013
Rite Aid Pharmacy March 2013 - May 2013
Morgan Stanley Wealth Management August 2012 - November 2012
UC Davis Medical Center April 2009 - April 2010
CVS Caremark Corporation March 2009 - June 2009
Skills
Training, PowerPoint, Public Speaking, Analysis, Troubleshooting, Testing, Research, Product Development, Event Planning, Teamwork, Customer Service
Education
University of California, Davis 2009 — 2013
Bachelor of Science (B.S.), Biological Sciences (Neurobiology, Physiology & Behavior) with minor in Technology Management
Monte Vista High School 2007 — 2009
Nicole Hsieh Nicole Hsieh's Morgan Stanley Wealth Management Experience April 2014 - September 2014
Job Associate at L.E.K. Consulting
Industry Management Consulting
Experience
L.E.K. Consulting September 2015 - Present
The Daily Californian January 2013 - May 2015
Morgan Stanley Wealth Management April 2014 - September 2014
Skills
Marketing, Market Research, Microsoft Office, Data Analysis, Public Relations, Java, Python, Advertising, Economics, Communication, Google Analytics, Project Management, Online Advertising, Stata
Education
University of California, Berkeley 2011 — 2015
Bachelor of Arts (B.A.), Economics
Granada Hills Charter High School 2007 — 2011
L.E.K. Consulting September 2015 - Present
The Daily Californian January 2013 - May 2015
Morgan Stanley Wealth Management April 2014 - September 2014
Skills
Marketing, Market Research, Microsoft Office, Data Analysis, Public Relations, Java, Python, Advertising, Economics, Communication, Google Analytics, Project Management, Online Advertising, Stata
Education
University of California, Berkeley 2011 — 2015
Bachelor of Arts (B.A.), Economics
Granada Hills Charter High School 2007 — 2011
Sameer Advani Sameer Advani's Morgan Stanley Wealth Management Experience 2010 - 2010
Job Salesforce and Order Manager at ADARA
Industry Internet
Experience
ADARA February 2015 - Present
ADARA July 2013 - February 2015
LinkedIn October 2012 - June 2013
Electronic Arts March 2011 - October 2012
Morgan Stanley Wealth Management 2010 - 2010
Skills
SharePoint, Network Security, Microsoft Office, Salesforce.com, Microsoft Excel, Business Intelligence, Analytics, Power Searching with..., Functional Design, Confluence, Risk Metrics, Analysis, Agile Methodologies, Quality Assurance, Leadership, Software Project..., Windows, Management, Online Gaming, Strategy, Economics, Risk Management, Data Analysis, Statistics, PowerPoint, Project Management
Education
University of California, Davis 2006 — 2011
B.A, Economics
ADARA February 2015 - Present
ADARA July 2013 - February 2015
LinkedIn October 2012 - June 2013
Electronic Arts March 2011 - October 2012
Morgan Stanley Wealth Management 2010 - 2010
Skills
SharePoint, Network Security, Microsoft Office, Salesforce.com, Microsoft Excel, Business Intelligence, Analytics, Power Searching with..., Functional Design, Confluence, Risk Metrics, Analysis, Agile Methodologies, Quality Assurance, Leadership, Software Project..., Windows, Management, Online Gaming, Strategy, Economics, Risk Management, Data Analysis, Statistics, PowerPoint, Project Management
Education
University of California, Davis 2006 — 2011
B.A, Economics
Thomas So's Morgan Stanley Wealth Management Experience April 2014 - June 2014
Job Software Engineer at AppLovin
Industry Computer Software
Experience
AppLovin November 2014 - Present
bookmarq September 2014 - August 2015
Morgan Stanley Wealth Management April 2014 - June 2014
Gap Inc. Direct June 2013 - September 2013
CoreLogic June 2012 - May 2013
U.S. Census Bureau March 2010 - June 2010
California Department of Technology June 2009 - August 2009
Skills
Objective-C, Swift, Java, Agile Methodologies, Test Driven Development, Software Engineering, MySQL, Android Development, iOS Development, Python, Sketch
Education
University of California, Davis 2009 — 2014
B.S. in Computer Science, B.S. in Managerial Economics
Lowell High School, San Francisco 2005 — 2009
500 Startups
AppLovin November 2014 - Present
bookmarq September 2014 - August 2015
Morgan Stanley Wealth Management April 2014 - June 2014
Gap Inc. Direct June 2013 - September 2013
CoreLogic June 2012 - May 2013
U.S. Census Bureau March 2010 - June 2010
California Department of Technology June 2009 - August 2009
Skills
Objective-C, Swift, Java, Agile Methodologies, Test Driven Development, Software Engineering, MySQL, Android Development, iOS Development, Python, Sketch
Education
University of California, Davis 2009 — 2014
B.S. in Computer Science, B.S. in Managerial Economics
Lowell High School, San Francisco 2005 — 2009
500 Startups
Mitch Rheingold Mitch Rheingold's Morgan Stanley Wealth Management Experience September 1997 - April 2005
Job Real Estate Agent at Century 21 Adobe Realty
Industry Real Estate
Experience
Century 21 Adobe Realty 2008 - Present
Morgan Stanley Wealth Management September 1997 - April 2005
Merrill Lynch January 1991 - September 1997
Skills
Investment Properties, First Time Home Buyers, Real Estate, Negotiation, Foreclosures, Condos, Short Sales, Investors, Real Property, Single Family Homes, Buyer Representation, Selling, REO, Relocation, Sellers, Rentals
Education
UCLA 1977 — 1981
Bachelor of Arts (B.A.), Pre-Law Studies/Political Science
Century 21 Adobe Realty 2008 - Present
Morgan Stanley Wealth Management September 1997 - April 2005
Merrill Lynch January 1991 - September 1997
Skills
Investment Properties, First Time Home Buyers, Real Estate, Negotiation, Foreclosures, Condos, Short Sales, Investors, Real Property, Single Family Homes, Buyer Representation, Selling, REO, Relocation, Sellers, Rentals
Education
UCLA 1977 — 1981
Bachelor of Arts (B.A.), Pre-Law Studies/Political Science
Jacquelynn Gay Jacquelynn Gay's Morgan Stanley Wealth Management Experience April 2012 - May 2013
Job Plant Human Resource Representative
Industry Human Resources
Experience
Emerson Network Power October 2014 - Present
Apple October 2012 - Present
York Risk Services Group June 2013 - October 2014
Morgan Stanley Wealth Management April 2012 - May 2013
BMW Financial Services August 2011 - April 2012
Skills
Customer Service, Sales, Microsoft Office, Cash Handling Experience, Creative Problem Solving, Collections, Teamwork, Customer Experience, Telephone Skills, Retail, Outlook, Management, Accounting, Human Resources, 401k, Call Centers, Training, Finance, Employee Relations, Retirement, PowerPoint, Employee Benefits, Microsoft Excel, Data Entry, Employee Training, Customer Satisfaction, Time Management, Coaching, Banking
Education
Mount Vernon Nazarene University 2011 — 2014
Master of Business Administration (M.B.A.), Finance, General
Mount Vernon Nazarene University 2011 — 2014
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
University of Cincinnati 2006 — 2010
Bachelor of Arts (B.A.), Communication, General
Emerson Network Power October 2014 - Present
Apple October 2012 - Present
York Risk Services Group June 2013 - October 2014
Morgan Stanley Wealth Management April 2012 - May 2013
BMW Financial Services August 2011 - April 2012
Skills
Customer Service, Sales, Microsoft Office, Cash Handling Experience, Creative Problem Solving, Collections, Teamwork, Customer Experience, Telephone Skills, Retail, Outlook, Management, Accounting, Human Resources, 401k, Call Centers, Training, Finance, Employee Relations, Retirement, PowerPoint, Employee Benefits, Microsoft Excel, Data Entry, Employee Training, Customer Satisfaction, Time Management, Coaching, Banking
Education
Mount Vernon Nazarene University 2011 — 2014
Master of Business Administration (M.B.A.), Finance, General
Mount Vernon Nazarene University 2011 — 2014
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
University of Cincinnati 2006 — 2010
Bachelor of Arts (B.A.), Communication, General
Sherilyn Koshy's Morgan Stanley Wealth Management Experience March 2013 - June 2013
Job Graduate of University of California, Irvine
Industry Financial Services
Experience
Cru Global August 2014 - July 2015
Morgan Stanley Wealth Management March 2013 - June 2013
Bath & Body Works October 2012 - January 2013
CHOC Children’s Hospital of Orange County January 2012 - December 2012
Sacred Heart Community Service June 2009 - August 2009
Skills
Microsoft Excel, Microsoft Word, HTML, CSS, Photoshop, SPSS, Outlook, Microsoft Office, PowerPoint, Event Planning, Nonprofits, Fundraising
Education
University of California, Irvine 2010 — 2014
Bachelor of Arts (B.A.), Business/Managerial Economics
The King's Academy 2006 — 2010
High School Diploma
Cru Global August 2014 - July 2015
Morgan Stanley Wealth Management March 2013 - June 2013
Bath & Body Works October 2012 - January 2013
CHOC Children’s Hospital of Orange County January 2012 - December 2012
Sacred Heart Community Service June 2009 - August 2009
Skills
Microsoft Excel, Microsoft Word, HTML, CSS, Photoshop, SPSS, Outlook, Microsoft Office, PowerPoint, Event Planning, Nonprofits, Fundraising
Education
University of California, Irvine 2010 — 2014
Bachelor of Arts (B.A.), Business/Managerial Economics
The King's Academy 2006 — 2010
High School Diploma
Jorge Labastida Jorge Labastida's Morgan Stanley Wealth Management Experience March 2013 - May 2013
Job
Industry Internet
Experience
Datanyze June 2015 - Present
Gigya May 2014 - May 2015
Gigya May 2013 - April 2014
Morgan Stanley Wealth Management March 2013 - May 2013
UC Berkeley June 2011 - May 2013
YouNoodle (now Quid, Inc.) December 2009 - September 2010
Nike June 2010 - August 2010
Skills
Spanish, Data Analysis, Marketing, Fundraising, Sales, Business Development, Marketing Communications, Salesforce.com, SaaS, CRM
Education
University of California, Berkeley 2009 — 2013
Bachelor of Arts (B.A.), Political Economy, International & Area Studies
Datanyze June 2015 - Present
Gigya May 2014 - May 2015
Gigya May 2013 - April 2014
Morgan Stanley Wealth Management March 2013 - May 2013
UC Berkeley June 2011 - May 2013
YouNoodle (now Quid, Inc.) December 2009 - September 2010
Nike June 2010 - August 2010
Skills
Spanish, Data Analysis, Marketing, Fundraising, Sales, Business Development, Marketing Communications, Salesforce.com, SaaS, CRM
Education
University of California, Berkeley 2009 — 2013
Bachelor of Arts (B.A.), Political Economy, International & Area Studies
Julia Joung's Morgan Stanley Wealth Management Experience September 2012 - January 2013
Job Brand Manager, Evviva Brands
Industry Marketing and Advertising
Experience
Evviva Brands August 2015 - Present
HelloWorld, Inc. April 2014 - July 2015
Google AdWords December 2013 - March 2014
Evviva Brands September 2012 - December 2013
Morgan Stanley Wealth Management September 2012 - January 2013
Castro Valley Chamber of Commerce September 2007 - June 2009
Skills
Public Speaking, Social Media, Fundraising, Research, Community Outreach, Public Relations, Marketing, Data Analysis, Leadership Development, Qualitative Research, Event Planning, PowerPoint, Business Development, Management, Networking, Marketing Communications, Entrepreneurship, Social Networking, Spanish, Korean, Report Writing, Customer Service, Nonprofits, Culture Change, Spanish-speaking, Branding Research, Wealth Management..., Digital Marketing, Digital Strategy
Education
University of California, Berkeley
BA, Ethnic Studies, Political Economy
Castro Valley High School
Evviva Brands August 2015 - Present
HelloWorld, Inc. April 2014 - July 2015
Google AdWords December 2013 - March 2014
Evviva Brands September 2012 - December 2013
Morgan Stanley Wealth Management September 2012 - January 2013
Castro Valley Chamber of Commerce September 2007 - June 2009
Skills
Public Speaking, Social Media, Fundraising, Research, Community Outreach, Public Relations, Marketing, Data Analysis, Leadership Development, Qualitative Research, Event Planning, PowerPoint, Business Development, Management, Networking, Marketing Communications, Entrepreneurship, Social Networking, Spanish, Korean, Report Writing, Customer Service, Nonprofits, Culture Change, Spanish-speaking, Branding Research, Wealth Management..., Digital Marketing, Digital Strategy
Education
University of California, Berkeley
BA, Ethnic Studies, Political Economy
Castro Valley High School
Jesse Perez's Morgan Stanley Wealth Management Experience July 2013 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2013 - Present
Bank of America April 2012 - June 2013
Skills
Series 7, Credit, Customer Satisfaction, Financial Services, Loans, Mutual Funds, Wealth Management, Banking, Customer Service, Event Planning, Leadership, Microsoft Office, Public Speaking, Sales, Social Media
Education
University of Central Florida 2006 — 2011
Bachelor of Science (BS), Criminal Justice
Morgan Stanley Wealth Management July 2013 - Present
Bank of America April 2012 - June 2013
Skills
Series 7, Credit, Customer Satisfaction, Financial Services, Loans, Mutual Funds, Wealth Management, Banking, Customer Service, Event Planning, Leadership, Microsoft Office, Public Speaking, Sales, Social Media
Education
University of Central Florida 2006 — 2011
Bachelor of Science (BS), Criminal Justice
Ashley Schmidt's Morgan Stanley Wealth Management Experience January 2014 - Present
Job Training and Development at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2014 - Present
TeleTech March 2013 - January 2014
Capitol Brand June 2009 - March 2013
PostNet International Franchise Headquarters July 2011 - July 2012
Urban Outfitters October 2005 - July 2009
Skills
Email Marketing, Marketing, SEO, Social Media, Advertising, Facebook, Sales, Management, Event Planning, Digital Media, B2B, Retail, Graphic Design, Training, Product Development, Leadership, New Business Development, Team Building, Brand Development, Customer Service, Product Marketing, Trade Shows, Brand Management, Blogging, Copywriting, Coaching, Adobe Creative Suite, Photoshop, PowerPoint, Editing, Social Networking, Social Media Marketing, Public Speaking, Google Adwords, Microsoft Office, Employee Training, Project Management
Education
University of Colorado at Boulder
Bachelor of Arts (B.A.)
Morgan Stanley Wealth Management January 2014 - Present
TeleTech March 2013 - January 2014
Capitol Brand June 2009 - March 2013
PostNet International Franchise Headquarters July 2011 - July 2012
Urban Outfitters October 2005 - July 2009
Skills
Email Marketing, Marketing, SEO, Social Media, Advertising, Facebook, Sales, Management, Event Planning, Digital Media, B2B, Retail, Graphic Design, Training, Product Development, Leadership, New Business Development, Team Building, Brand Development, Customer Service, Product Marketing, Trade Shows, Brand Management, Blogging, Copywriting, Coaching, Adobe Creative Suite, Photoshop, PowerPoint, Editing, Social Networking, Social Media Marketing, Public Speaking, Google Adwords, Microsoft Office, Employee Training, Project Management
Education
University of Colorado at Boulder
Bachelor of Arts (B.A.)
Golzar Rassouli's Morgan Stanley Wealth Management Experience June 2012 - August 2012
Job Associate, Private Client Group at Litman Gregory
Industry Financial Services
Experience
Litman Gregory December 2013 - Present
Wells Fargo September 2011 - March 2013
Morgan Stanley Wealth Management June 2012 - August 2012
San Rafael Chamber of Commerce August 2010 - September 2010
Education
University of California, Davis 2009 — 2013
Bachelor of Arts (B.A.), Economics and Communications
Novato High School
Litman Gregory December 2013 - Present
Wells Fargo September 2011 - March 2013
Morgan Stanley Wealth Management June 2012 - August 2012
San Rafael Chamber of Commerce August 2010 - September 2010
Education
University of California, Davis 2009 — 2013
Bachelor of Arts (B.A.), Economics and Communications
Novato High School
Christopher Stiles Christopher Stiles's Morgan Stanley Wealth Management Experience July 2012 - July 2013
Job New Client Setup Specialist at Paycom
Industry Financial Services
Experience
Paycom July 2014 - Present
Oklahoma City Thunder January 2013 - Present
University of Central Oklahoma August 2013 - April 2014
Morgan Stanley Wealth Management July 2012 - July 2013
Skills
Program Management, Entertainment, Research, Data Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Event Planning, Public Speaking, SPSS, Analysis, Financial Analysis, Customer Service, Market Research, Leadership, Marketing, Project Management, Teamwork, Event Management, Time Management, Social Networking
Education
University of Central Oklahoma 2009 — 2014
Bachelor of Business Administration (B.B.A.), Energy Economics and Finance, 3.53 GPA
Paycom July 2014 - Present
Oklahoma City Thunder January 2013 - Present
University of Central Oklahoma August 2013 - April 2014
Morgan Stanley Wealth Management July 2012 - July 2013
Skills
Program Management, Entertainment, Research, Data Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Event Planning, Public Speaking, SPSS, Analysis, Financial Analysis, Customer Service, Market Research, Leadership, Marketing, Project Management, Teamwork, Event Management, Time Management, Social Networking
Education
University of Central Oklahoma 2009 — 2014
Bachelor of Business Administration (B.B.A.), Energy Economics and Finance, 3.53 GPA
Justin W. Torpey, Ph.D.'s Morgan Stanley Wealth Management Experience April 2011 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2011 - Present
Wells Fargo Advisors January 2008 - April 2011
University of California, San Diego February 2005 - December 2007
Applied Biosystems June 2001 - February 2005
Exelixis August 1999 - May 2001
MetaXen, LLC November 1998 - June 1999
COR Therapeutics October 1997 - October 1998
Education
University of California, San Francisco
Ph.D., Pharmaceutical Chemistry
University of California, San Diego
B.A., Chemistry & Biochemistry
Morgan Stanley Wealth Management April 2011 - Present
Wells Fargo Advisors January 2008 - April 2011
University of California, San Diego February 2005 - December 2007
Applied Biosystems June 2001 - February 2005
Exelixis August 1999 - May 2001
MetaXen, LLC November 1998 - June 1999
COR Therapeutics October 1997 - October 1998
Education
University of California, San Francisco
Ph.D., Pharmaceutical Chemistry
University of California, San Diego
B.A., Chemistry & Biochemistry
Margaret Luo's Morgan Stanley Wealth Management Experience October 2011 - February 2013
Job Believer in the social media connection. Advocate for the facetoface conversation.
Industry Staffing and Recruiting
Experience
LinkedIn October 2014 - Present
LinkedIn February 2013 - October 2014
Morgan Stanley Wealth Management October 2011 - February 2013
Gee Law Firm November 2010 - May 2011
California Division of Workers' Compensation January 2010 - August 2010
Bliss Events February 2008 - August 2010
Vector Marketing June 2006 - September 2006
Starbucks March 2005 - August 2006
Skills
Recruiting, Event Planning, Customer Service, Research, Project Coordination, General Awesomeness, Talent Acquisition, Building Relationships, Marketing, Candidate Experience, Microsoft Excel, Coordination, PowerPoint, Leadership, Organizational..., Time Management, Management, Talent Management, Analysis, Motivated self-starter, Financial Analysis, Learning Management, InDesign, Sales, Social Networking, Jobvite
Education
University of California, San Diego 2006 — 2010
Bachelor of Arts (BA), Human Development
LinkedIn October 2014 - Present
LinkedIn February 2013 - October 2014
Morgan Stanley Wealth Management October 2011 - February 2013
Gee Law Firm November 2010 - May 2011
California Division of Workers' Compensation January 2010 - August 2010
Bliss Events February 2008 - August 2010
Vector Marketing June 2006 - September 2006
Starbucks March 2005 - August 2006
Skills
Recruiting, Event Planning, Customer Service, Research, Project Coordination, General Awesomeness, Talent Acquisition, Building Relationships, Marketing, Candidate Experience, Microsoft Excel, Coordination, PowerPoint, Leadership, Organizational..., Time Management, Management, Talent Management, Analysis, Motivated self-starter, Financial Analysis, Learning Management, InDesign, Sales, Social Networking, Jobvite
Education
University of California, San Diego 2006 — 2010
Bachelor of Arts (BA), Human Development
Garrett Lash's Morgan Stanley Wealth Management Experience June 2009 - May 2011
Job VP Quant Recruitment at GQR Global Markets
Industry Financial Services
Experience
GQR Global Markets September 2014 - Present
GQR Global Markets June 2011 - Present
Morgan Stanley Wealth Management June 2009 - May 2011
Skills
Financial Modeling, Risk Management, Derivatives, Equities, Fixed Income, Credit, Commodity Pricing, Commodity, Quantitative Analytics, Quantitative Research, Interest Rate..., Asset Management, Electronic Trading, Hedge Funds, Portfolio Management, Investments, Investment Banking, Financial Markets
Education
UCLA UBS Financial Service Committee, Board Member 2010 — 2011
Board Member
UCLA 2007 — 2011
Bachelor of Arts (B.A.), English
Amigos de lás Americas, Volunteer 2006 — 2007
Volunteer
GQR Global Markets September 2014 - Present
GQR Global Markets June 2011 - Present
Morgan Stanley Wealth Management June 2009 - May 2011
Skills
Financial Modeling, Risk Management, Derivatives, Equities, Fixed Income, Credit, Commodity Pricing, Commodity, Quantitative Analytics, Quantitative Research, Interest Rate..., Asset Management, Electronic Trading, Hedge Funds, Portfolio Management, Investments, Investment Banking, Financial Markets
Education
UCLA UBS Financial Service Committee, Board Member 2010 — 2011
Board Member
UCLA 2007 — 2011
Bachelor of Arts (B.A.), English
Amigos de lás Americas, Volunteer 2006 — 2007
Volunteer
Harris Tucker Harris Tucker's Morgan Stanley Wealth Management Experience June 2012 - September 2012
Job Associate Corporate Finance at Amgen
Industry Biotechnology
Experience
Amgen August 2014 - Present
HOOLIGAN Theatre Company September 2010 - June 2014
Amgen June 2013 - September 2013
Morgan Stanley Wealth Management June 2012 - September 2012
JazzReggae Festival December 2011 - May 2012
Office of Congressman Eliot June 2011 - September 2011
Rockland Center for the Arts June 2009 - September 2011
Skills
Financial Analysis, Financial Modeling, Excel Models, Financial Markets, Biotechnology Industry, Accounting, Marketing, Investments, Economics, Quantitative Finance, Event Planning, Website Development, Database Administration, Theatre, Music Festivals, Music
Education
UCLA 2010 — 2014
Bachelor of Arts (B.A.), Business/Managerial Economics
University of California, Los Angeles 2010 — 2014
Bachelor of Arts - Economics, Economics
Amgen August 2014 - Present
HOOLIGAN Theatre Company September 2010 - June 2014
Amgen June 2013 - September 2013
Morgan Stanley Wealth Management June 2012 - September 2012
JazzReggae Festival December 2011 - May 2012
Office of Congressman Eliot June 2011 - September 2011
Rockland Center for the Arts June 2009 - September 2011
Skills
Financial Analysis, Financial Modeling, Excel Models, Financial Markets, Biotechnology Industry, Accounting, Marketing, Investments, Economics, Quantitative Finance, Event Planning, Website Development, Database Administration, Theatre, Music Festivals, Music
Education
UCLA 2010 — 2014
Bachelor of Arts (B.A.), Business/Managerial Economics
University of California, Los Angeles 2010 — 2014
Bachelor of Arts - Economics, Economics
Shiva Vashisht Shiva Vashisht's Morgan Stanley Wealth Management Experience June 2013 - October 2013
Job Business Development and Sales at Cloud Lending Inc.
Industry Financial Services
Experience
Cloud Lending Inc. March 2014 - Present
Morgan Stanley Wealth Management June 2013 - October 2013
State of California, Department of Insurance January 2013 - September 2013
UC Davis Telephone Outreach Program November 2011 - January 2013
San Jose State University June 2011 - September 2011
UC Davis Medical Center September 2010 - June 2011
Skills
SaaS, Salesforce.com, CRM, Cloud Computing, Cloud Applications, Sales Presentations, Leadership Development, Competitive Analysis, Team Building, Customer Relations, Solution Selling, Deal Closure, Start-ups, Business Strategy, Lead Generation, Microsoft Excel, Microsoft Office, PowerPoint, Management, Microsoft Word, Data Analysis, Research, Financial Analysis, Program Management, Team Leadership, Strategic Planning, Customer Service, Business Analysis, C, Java, Public Speaking, SQL, Team Management, Event Management, Campaigns, Social Networking, Training & Development, Teamwork
Education
University of California, Davis 2009 — 2013
Bachelor of Science (B.S.), Business/Managerial Economics
University of California, Davis 2009 — 2013
Bachelor of Arts (B.A.), Psychology
University of California, Davis 2009 — 2013
Minor, Communication, General
Cloud Lending Inc. March 2014 - Present
Morgan Stanley Wealth Management June 2013 - October 2013
State of California, Department of Insurance January 2013 - September 2013
UC Davis Telephone Outreach Program November 2011 - January 2013
San Jose State University June 2011 - September 2011
UC Davis Medical Center September 2010 - June 2011
Skills
SaaS, Salesforce.com, CRM, Cloud Computing, Cloud Applications, Sales Presentations, Leadership Development, Competitive Analysis, Team Building, Customer Relations, Solution Selling, Deal Closure, Start-ups, Business Strategy, Lead Generation, Microsoft Excel, Microsoft Office, PowerPoint, Management, Microsoft Word, Data Analysis, Research, Financial Analysis, Program Management, Team Leadership, Strategic Planning, Customer Service, Business Analysis, C, Java, Public Speaking, SQL, Team Management, Event Management, Campaigns, Social Networking, Training & Development, Teamwork
Education
University of California, Davis 2009 — 2013
Bachelor of Science (B.S.), Business/Managerial Economics
University of California, Davis 2009 — 2013
Bachelor of Arts (B.A.), Psychology
University of California, Davis 2009 — 2013
Minor, Communication, General
Lisa Chang Lisa Chang's Morgan Stanley Wealth Management Experience July 2013 - December 2013
Job Summer Financial Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2015 - Present
Becker Professional Education August 2014 - Present
Headwaters MB September 2014 - February 2015
Piedmont Capital June 2014 - August 2014
Morgan Stanley Wealth Management July 2013 - December 2013
Yumhere April 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, Financial Modeling, Teamwork, Data Analysis, Leadership, Public Speaking, Event Planning, Microsoft Office, Corporate Finance, Finance, Social Media, Investment Banking
Education
University of California, Berkeley 2012 — 2016
Economics
University of California, Berkeley 2012 — 2016
Wells Fargo June 2015 - Present
Becker Professional Education August 2014 - Present
Headwaters MB September 2014 - February 2015
Piedmont Capital June 2014 - August 2014
Morgan Stanley Wealth Management July 2013 - December 2013
Yumhere April 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, Financial Modeling, Teamwork, Data Analysis, Leadership, Public Speaking, Event Planning, Microsoft Office, Corporate Finance, Finance, Social Media, Investment Banking
Education
University of California, Berkeley 2012 — 2016
Economics
University of California, Berkeley 2012 — 2016
Josh Ohman Josh Ohman's Morgan Stanley Wealth Management Experience July 2013 - August 2013
Job Litigation Associate at Seiler LLP
Industry Accounting
Experience
Seiler LLP July 2015 - Present
Seiler LLP July 2014 - July 2015
Gretchen Morgan and Associates August 2013 - December 2013
Trilogy Financial Services August 2013 - September 2013
Morgan Stanley Wealth Management July 2013 - August 2013
Trilogy Design Works July 2012 - September 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Public Speaking, Teamwork, Social Media, Event Planning, Photoshop, Time Management, Accounting, Management, Entrepreneurship
Education
UCSB 2010 — 2014
Bachelor of Arts (B.A.), Economics with a focus in Accounting
Torrey Pines High School 2006 — 2010
Seiler LLP July 2015 - Present
Seiler LLP July 2014 - July 2015
Gretchen Morgan and Associates August 2013 - December 2013
Trilogy Financial Services August 2013 - September 2013
Morgan Stanley Wealth Management July 2013 - August 2013
Trilogy Design Works July 2012 - September 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Public Speaking, Teamwork, Social Media, Event Planning, Photoshop, Time Management, Accounting, Management, Entrepreneurship
Education
UCSB 2010 — 2014
Bachelor of Arts (B.A.), Economics with a focus in Accounting
Torrey Pines High School 2006 — 2010
Paul Neumann's Morgan Stanley Wealth Management Experience June 2014 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2014 - Present
CFA Institute September 2014 - July 2015
Merrill Lynch November 2007 - June 2014
Saxo Bank 2006 - 2007
Wells Fargo 2002 - 2006
Boy Scouts of America March 1994 - June 1998
Skills
Fixed Income, Equities, Series 7, Portfolio Management, Wealth Management, Bloomberg, Hedge Funds, Alternative Investments, Asset Allocation, Corporate Finance, Private Equity, Options, FX Options, Investments, Risk Management, Valuation
Education
University of Colorado Boulder 1998 — 2002
Bachelor of Arts (B.A.), Economics
Morgan Stanley Wealth Management June 2014 - Present
CFA Institute September 2014 - July 2015
Merrill Lynch November 2007 - June 2014
Saxo Bank 2006 - 2007
Wells Fargo 2002 - 2006
Boy Scouts of America March 1994 - June 1998
Skills
Fixed Income, Equities, Series 7, Portfolio Management, Wealth Management, Bloomberg, Hedge Funds, Alternative Investments, Asset Allocation, Corporate Finance, Private Equity, Options, FX Options, Investments, Risk Management, Valuation
Education
University of Colorado Boulder 1998 — 2002
Bachelor of Arts (B.A.), Economics
Justin Yu's Morgan Stanley Wealth Management Experience May 2012 - August 2012
Job Sr. Revenue Specialist at Box
Industry Internet
Experience
Box August 2013 - Present
Morgan Stanley Wealth Management May 2012 - August 2012
Venture Strategy Solutions January 2012 - May 2012
Mahal Foundation August 2010 - September 2011
Developing Trails Education Consulting Academy January 2010 - July 2010
UC Berkeley Student Conduct Office September 2009 - May 2010
PwC xTax Case Competition October 2009 - November 2009
Fashion Circus, EVR Fashion Inc. June 2009 - August 2009
Bowles Hall Association September 2008 - December 2008
Skills
Entrepreneurship, Leadership, Financial Accounting, Social Media, Nonprofits, Event Planning, Event Management, Research, Market Research, Financial Analysis, Fundraising, Economics, Drums, Start-ups, Teamwork, Social Networking, Cloud Computing, Social Business, Data Analysis, Salesforce.com, Enterprise Software, SaaS, Strategic Consulting, Project Management, Written & Oral..., Corporate Finance, Spreadsheets, Photography, Music engineering, Mac OS X, iMovie, Korean, Finance, Marketing Strategy, Investments, Zuora, Guitar, Content Management, Personal Finance, Start-up Ventures, JIRA, Concur
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2013
Bachelors of Science, Business Administration: Global Management Concentration
Yonsei University 2013 — 2013
Business Administration, International Business, 4.0
Sunny Hills High School 2004 — 2008
International Baccalaureate
Box August 2013 - Present
Morgan Stanley Wealth Management May 2012 - August 2012
Venture Strategy Solutions January 2012 - May 2012
Mahal Foundation August 2010 - September 2011
Developing Trails Education Consulting Academy January 2010 - July 2010
UC Berkeley Student Conduct Office September 2009 - May 2010
PwC xTax Case Competition October 2009 - November 2009
Fashion Circus, EVR Fashion Inc. June 2009 - August 2009
Bowles Hall Association September 2008 - December 2008
Skills
Entrepreneurship, Leadership, Financial Accounting, Social Media, Nonprofits, Event Planning, Event Management, Research, Market Research, Financial Analysis, Fundraising, Economics, Drums, Start-ups, Teamwork, Social Networking, Cloud Computing, Social Business, Data Analysis, Salesforce.com, Enterprise Software, SaaS, Strategic Consulting, Project Management, Written & Oral..., Corporate Finance, Spreadsheets, Photography, Music engineering, Mac OS X, iMovie, Korean, Finance, Marketing Strategy, Investments, Zuora, Guitar, Content Management, Personal Finance, Start-up Ventures, JIRA, Concur
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2013
Bachelors of Science, Business Administration: Global Management Concentration
Yonsei University 2013 — 2013
Business Administration, International Business, 4.0
Sunny Hills High School 2004 — 2008
International Baccalaureate
Jeff Ashworth, CRPS® Jeff Ashworth, CRPS®'s Morgan Stanley Wealth Management Experience December 2012 - March 2014
Job Retirement Services Account Executive Helping companies develop successful retirement plan programs for their employees
Industry Financial Services
Experience
The ABD Team March 2014 - Present
Morgan Stanley Wealth Management December 2012 - March 2014
Transamerica March 2011 - November 2012
401 Plans 2010 - 2011
Davie Brown Entertainment 2010 - 2010
Nordstrom 2007 - 2009
Google 2002 - 2006
Education
University of Colorado Boulder - Leeds School of Business 2006 — 2009
Bachelor, Marketing, Operations & Information Management
Palo Alto High School 2002 — 2006
The ABD Team March 2014 - Present
Morgan Stanley Wealth Management December 2012 - March 2014
Transamerica March 2011 - November 2012
401 Plans 2010 - 2011
Davie Brown Entertainment 2010 - 2010
Nordstrom 2007 - 2009
Google 2002 - 2006
Education
University of Colorado Boulder - Leeds School of Business 2006 — 2009
Bachelor, Marketing, Operations & Information Management
Palo Alto High School 2002 — 2006
Samuel Bai Samuel Bai's Morgan Stanley Wealth Management Experience June 2013 - November 2013
Job Student at University of California, Davis
Industry Accounting
Experience
UC Davis Student Accounting June 2013 - April 2014
Morgan Stanley Wealth Management June 2013 - November 2013
Skills
Accounting, Business Analysis, Financial Analysis, Market Analysis, Communication Skills, Social Media, Marketing Communications, Social Media Marketing, Customer Service, Korean, Microsoft Excel, Microsoft Office, Microsoft Word, Analysis
Education
University of California, Davis 2010 — 2014
Bachelor of Arts (B.A.), Economics
Beverly Hills High School 2006 — 2010
UC Davis Student Accounting June 2013 - April 2014
Morgan Stanley Wealth Management June 2013 - November 2013
Skills
Accounting, Business Analysis, Financial Analysis, Market Analysis, Communication Skills, Social Media, Marketing Communications, Social Media Marketing, Customer Service, Korean, Microsoft Excel, Microsoft Office, Microsoft Word, Analysis
Education
University of California, Davis 2010 — 2014
Bachelor of Arts (B.A.), Economics
Beverly Hills High School 2006 — 2010
Aprille Wann Aprille Wann's Morgan Stanley Wealth Management Experience July 2000 - March 2013
Job Business Development Associate at The Smith Companies, LTD
Industry Financial Services
Experience
The Smith Companies, LTD, A Capitas Financial partner April 2013 - Present
Morgan Stanley Wealth Management July 2000 - March 2013
Skills
Insurance, Series 7, Mutual Funds, Marketing
Education
University of Arkansas 1990 — 1994
The Smith Companies, LTD, A Capitas Financial partner April 2013 - Present
Morgan Stanley Wealth Management July 2000 - March 2013
Skills
Insurance, Series 7, Mutual Funds, Marketing
Education
University of Arkansas 1990 — 1994
Robert Hsu Robert Hsu's Morgan Stanley Wealth Management Experience January 2013 - April 2013
Job Project Lead at RainTap/ECS199
Industry Computer Software
Experience
RainTap/ECS199 January 2014 - Present
Entrepreneurship Fund June 2013 - Present
Morgan Stanley Wealth Management January 2013 - April 2013
UC Davis April 2012 - December 2012
Skills
Java, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, HTML, Strategic Planning, C++, C, Intel X86, Research
Education
University of California, Davis 2010 — 2014
Bachelor of Science, Computer Science
RainTap/ECS199 January 2014 - Present
Entrepreneurship Fund June 2013 - Present
Morgan Stanley Wealth Management January 2013 - April 2013
UC Davis April 2012 - December 2012
Skills
Java, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, HTML, Strategic Planning, C++, C, Intel X86, Research
Education
University of California, Davis 2010 — 2014
Bachelor of Science, Computer Science
Justin Elliott, CFP® Justin Elliott, CFP®'s Morgan Stanley Wealth Management Experience 2002 - 2005
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2010 - Present
Wells Fargo Investments 2007 - 2010
Banc of America 2005 - 2007
Morgan Stanley Wealth Management 2002 - 2005
Education
University of California, San Diego
Bachelor of Arts (B.A.), Economics
Ameriprise Financial Services, Inc. October 2010 - Present
Wells Fargo Investments 2007 - 2010
Banc of America 2005 - 2007
Morgan Stanley Wealth Management 2002 - 2005
Education
University of California, San Diego
Bachelor of Arts (B.A.), Economics
Nicolas Chang Nicolas Chang's Morgan Stanley Wealth Management Experience May 2011 - August 2011
Job Associate, Economic & Valuation Services at KPMG
Industry Financial Services
Experience
KPMG July 2013 - Present
KPMG June 2012 - August 2012
Morgan Stanley Wealth Management May 2011 - August 2011
Skills
Business Valuation, Economics, Corporate Finance, Valuation, Research, Financial Modeling, Financial Analysis
Education
UC Berkeley 2009 — 2013
Bachelor of Arts (B.A.), Economics
KPMG July 2013 - Present
KPMG June 2012 - August 2012
Morgan Stanley Wealth Management May 2011 - August 2011
Skills
Business Valuation, Economics, Corporate Finance, Valuation, Research, Financial Modeling, Financial Analysis
Education
UC Berkeley 2009 — 2013
Bachelor of Arts (B.A.), Economics
Utkarsh Vasa Utkarsh Vasa's Morgan Stanley Wealth Management Experience July 2013 - Present
Job Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management July 2013 - Present
Objective Capital Partners February 2013 - June 2013
UC San Diego Recreation May 2010 - June 2013
TGG Accounting February 2012 - February 2013
BARA Infoware June 2011 - September 2011
Integrated Building Solutions June 2010 - September 2010
Primo's Pizza June 2010 - September 2010
Abercrombie & Fitch June 2009 - September 2009
Skills
Microsoft Office, Excel, PowerPoint, Word, Microsoft Excel, Microsoft Word, Data Analysis, Accounting, Team Building, Management, Analysis, Marketing, Customer Service, Finance, Market Research, Leadership, Research
Education
University of California, San Diego 2009 — 2013
B.S., Management Science with Minor in Accounting
San Ramon Valley High 2006 — 2009
Morgan Stanley Wealth Management July 2013 - Present
Objective Capital Partners February 2013 - June 2013
UC San Diego Recreation May 2010 - June 2013
TGG Accounting February 2012 - February 2013
BARA Infoware June 2011 - September 2011
Integrated Building Solutions June 2010 - September 2010
Primo's Pizza June 2010 - September 2010
Abercrombie & Fitch June 2009 - September 2009
Skills
Microsoft Office, Excel, PowerPoint, Word, Microsoft Excel, Microsoft Word, Data Analysis, Accounting, Team Building, Management, Analysis, Marketing, Customer Service, Finance, Market Research, Leadership, Research
Education
University of California, San Diego 2009 — 2013
B.S., Management Science with Minor in Accounting
San Ramon Valley High 2006 — 2009
John Somerville John Somerville's Morgan Stanley Wealth Management Experience February 1982 - May 2012
Job Financial Advisor at Crowell, Weedon & Co.
Industry Investment Management
Experience
Crowell, Weedon & Co. May 2012 - Present
Morgan Stanley Wealth Management February 1982 - May 2012
Skills
Series 7, Strategic Planning, Wealth Management, Wealth, Retirement Planning, Investments, Finance, Retirement, Financial Planning, Public Speaking, Customer Service, Falling down and..., Watching you succeed..., Watching you crash and..., Enrolling you to follow..., I Slay dragons in all..., I can make the dead..., I will let you own your..., I will lead if you..., I will teach you a..., I will show you how to..., I will demonstrate...
Education
UCSB 1976 — 1979
Bachelor's degree, Speech Communication and Rhetoric
Loyola High School 1971 — 1975
Doctorate, Theology and Demonic Studies
Crowell, Weedon & Co. May 2012 - Present
Morgan Stanley Wealth Management February 1982 - May 2012
Skills
Series 7, Strategic Planning, Wealth Management, Wealth, Retirement Planning, Investments, Finance, Retirement, Financial Planning, Public Speaking, Customer Service, Falling down and..., Watching you succeed..., Watching you crash and..., Enrolling you to follow..., I Slay dragons in all..., I can make the dead..., I will let you own your..., I will lead if you..., I will teach you a..., I will show you how to..., I will demonstrate...
Education
UCSB 1976 — 1979
Bachelor's degree, Speech Communication and Rhetoric
Loyola High School 1971 — 1975
Doctorate, Theology and Demonic Studies
Alex Young Alex Young's Morgan Stanley Wealth Management Experience September 2013 - January 2014
Job Investment Banking Analyst
Industry Financial Services
Experience
Wells Fargo Securities July 2015 - Present
Wells Fargo Securities June 2014 - August 2014
The Riverside Company February 2014 - May 2014
BayStreet Research, LLC January 2014 - May 2014
Morgan Stanley Wealth Management September 2013 - January 2014
The Daily Californian February 2013 - December 2013
TheLions March 2013 - May 2013
The Daily Californian August 2011 - February 2013
Skills
Lead Generation, Sales, Management, Leadership, Sales Management, Social Media, French Cuisine, Online Advertising, Start-ups, Social Media Marketing, Legal Research, Research, Capital IQ, Lyricist, Pregnancy Massage, Wit
Education
UC Berkeley 2011 — 2015
Bachelor's degree, Economics
Davis Senior High School
Wells Fargo Securities July 2015 - Present
Wells Fargo Securities June 2014 - August 2014
The Riverside Company February 2014 - May 2014
BayStreet Research, LLC January 2014 - May 2014
Morgan Stanley Wealth Management September 2013 - January 2014
The Daily Californian February 2013 - December 2013
TheLions March 2013 - May 2013
The Daily Californian August 2011 - February 2013
Skills
Lead Generation, Sales, Management, Leadership, Sales Management, Social Media, French Cuisine, Online Advertising, Start-ups, Social Media Marketing, Legal Research, Research, Capital IQ, Lyricist, Pregnancy Massage, Wit
Education
UC Berkeley 2011 — 2015
Bachelor's degree, Economics
Davis Senior High School
Christine O'Connell's Morgan Stanley Wealth Management Experience September 2013 - May 2014
Job Client Associate, J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan July 2014 - Present
Morgan Stanley Wealth Management September 2013 - May 2014
Education
University of Central Florida 2011 — 2014
Bachelor of Science in Business Administration, Finance, General
J.P. Morgan July 2014 - Present
Morgan Stanley Wealth Management September 2013 - May 2014
Education
University of Central Florida 2011 — 2014
Bachelor of Science in Business Administration, Finance, General
Ismail Desouki Ismail Desouki's Morgan Stanley Wealth Management Experience March 2014 - September 2014
Job Policy Operation Associate
Industry Financial Services
Experience
YouTube February 2015 - April 2015
Woodside Capital Partners September 2014 - January 2015
Morgan Stanley Wealth Management March 2014 - September 2014
University of California Berkeley Police Department April 2012 - April 2014
Haas School of Business February 2012 - August 2012
De Anza College September 2009 - September 2010
Skills
Data Analysis, Research, Public Speaking, Microsoft Excel, PowerPoint, Capital IQ, Salesforce.com, Microsoft Office, Event Planning, Community Outreach, Social Media, Policy Analysis, Microsoft Word, Public Safety, Mediation, Management, Critical Thinking, Editing, Public Policy, International Relations, Policy, Qualitative Research, Economics, Government, Analysis, Data Entry, Outlook, Teaching
Education
University of California, Berkeley 2011 — 2013
Bachelor of Science (BS), Political Economy
YouTube February 2015 - April 2015
Woodside Capital Partners September 2014 - January 2015
Morgan Stanley Wealth Management March 2014 - September 2014
University of California Berkeley Police Department April 2012 - April 2014
Haas School of Business February 2012 - August 2012
De Anza College September 2009 - September 2010
Skills
Data Analysis, Research, Public Speaking, Microsoft Excel, PowerPoint, Capital IQ, Salesforce.com, Microsoft Office, Event Planning, Community Outreach, Social Media, Policy Analysis, Microsoft Word, Public Safety, Mediation, Management, Critical Thinking, Editing, Public Policy, International Relations, Policy, Qualitative Research, Economics, Government, Analysis, Data Entry, Outlook, Teaching
Education
University of California, Berkeley 2011 — 2013
Bachelor of Science (BS), Political Economy
Joseph Arant Joseph Arant's Morgan Stanley Wealth Management Experience September 2009 - Present
Job Financial Advisor at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2009 - Present
Education
University of Colorado at Denver
Bachelor of Science (BS), Music Management
Morgan Stanley Wealth Management September 2009 - Present
Education
University of Colorado at Denver
Bachelor of Science (BS), Music Management
Tina Tseng Tina Tseng's Morgan Stanley Wealth Management Experience June 2012 - April 2013
Job Business Strategy & Analytics @ LinkedIn
Industry Internet
Experience
LinkedIn July 2015 - Present
LinkedIn June 2014 - Present
Deloitte Consulting June 2013 - August 2013
Kloudless, Inc. February 2013 - June 2013
Morgan Stanley Wealth Management June 2012 - April 2013
ShopSquad, Inc. June 2011 - October 2011
ISE Labs June 2011 - August 2011
The Daily Californian June 2010 - August 2010
Skills
Graphic Design, Digital Marketing, Event Planning, Event Marketing, Canvassing, Speech Writing, Copywriting, Copy Editing, Creative Writing, Report Writing, Design Consulting, Direct Sales, Customer Relations, HTML + CSS, Event Photography, Corporate Events, Mandarin, Photoshop, Photo Editing, InDesign, HTML, Customer Service, Marketing, Social Networking, PowerPoint, Editing, Business Development, Social Media, Microsoft Office
Education
University of California, Berkeley 2011 — 2015
BS, BA, Business & Media Studies, Senior
Mission San Jose High School 2007 — 2011
LinkedIn July 2015 - Present
LinkedIn June 2014 - Present
Deloitte Consulting June 2013 - August 2013
Kloudless, Inc. February 2013 - June 2013
Morgan Stanley Wealth Management June 2012 - April 2013
ShopSquad, Inc. June 2011 - October 2011
ISE Labs June 2011 - August 2011
The Daily Californian June 2010 - August 2010
Skills
Graphic Design, Digital Marketing, Event Planning, Event Marketing, Canvassing, Speech Writing, Copywriting, Copy Editing, Creative Writing, Report Writing, Design Consulting, Direct Sales, Customer Relations, HTML + CSS, Event Photography, Corporate Events, Mandarin, Photoshop, Photo Editing, InDesign, HTML, Customer Service, Marketing, Social Networking, PowerPoint, Editing, Business Development, Social Media, Microsoft Office
Education
University of California, Berkeley 2011 — 2015
BS, BA, Business & Media Studies, Senior
Mission San Jose High School 2007 — 2011
Brendan Loftus's Morgan Stanley Wealth Management Experience May 2014 - August 2014
Job Summer Intern Associate, Wealth Management Solutions at Incapital
Industry Financial Services
Experience
Incapital June 2015 - August 2015
Morgan Stanley Wealth Management May 2014 - August 2014
Morgan Stanley April 2013 - August 2013
Summer Discovery May 2010 - August 2010
Quantum Learning Network August 2008 - August 2008
Skills
Finance, Equities, Bloomberg Terminal, Portfolio Management, Investments, Stock Trading, PowerPoint, Digital Photography, Market Research, Public Relations, Wealth Management, Stock Market, Financial Services, New Business Development, Microsoft Excel, Thompson One, Long-term Customer..., Customer Service, Social Media, Critical Thinking, Student Leadership, Team Management, Photoshop, Mobile Technology, Technology, Financial Statement...
Education
Villanova University 2012 — 2016
Bachelor of Science (BS), Finance and Economics Double Major, Accounting Minor, With Honors
University of Cambridge 2013 — 2014
Study Abroad, Philosophy, Politics, & Economics, Received a grade of "A-" or better in all courses
Montini Catholic High School 2008 — 2012
High School Diploma
Incapital June 2015 - August 2015
Morgan Stanley Wealth Management May 2014 - August 2014
Morgan Stanley April 2013 - August 2013
Summer Discovery May 2010 - August 2010
Quantum Learning Network August 2008 - August 2008
Skills
Finance, Equities, Bloomberg Terminal, Portfolio Management, Investments, Stock Trading, PowerPoint, Digital Photography, Market Research, Public Relations, Wealth Management, Stock Market, Financial Services, New Business Development, Microsoft Excel, Thompson One, Long-term Customer..., Customer Service, Social Media, Critical Thinking, Student Leadership, Team Management, Photoshop, Mobile Technology, Technology, Financial Statement...
Education
Villanova University 2012 — 2016
Bachelor of Science (BS), Finance and Economics Double Major, Accounting Minor, With Honors
University of Cambridge 2013 — 2014
Study Abroad, Philosophy, Politics, & Economics, Received a grade of "A-" or better in all courses
Montini Catholic High School 2008 — 2012
High School Diploma
Mitchell A. Phelps's Morgan Stanley Wealth Management Experience May 2014 - August 2014
Job Brand Strategy & Insights Coop at FRCH Design Worldwide
Industry Market Research
Experience
FRCH Design Worldwide August 2015 - Present
SpiceFire January 2015 - May 2015
Morgan Stanley Wealth Management May 2014 - August 2014
The Men's Wearhouse July 2011 - August 2013
Ontario Recreation Department July 2011 - July 2013
Skills
Sales, Customer Service, Retail, Visual Merchandising, Marketing, Fashion, Retail Sales, Outlook, PowerPoint, Time Management, Customer Satisfaction, Microsoft Word, Leadership
Education
University of Cincinnati College of Business 2013 — 2018
Bachelor's Degree, Marketing & International Business
Ontario High School 2009 — 2013
High School
FRCH Design Worldwide August 2015 - Present
SpiceFire January 2015 - May 2015
Morgan Stanley Wealth Management May 2014 - August 2014
The Men's Wearhouse July 2011 - August 2013
Ontario Recreation Department July 2011 - July 2013
Skills
Sales, Customer Service, Retail, Visual Merchandising, Marketing, Fashion, Retail Sales, Outlook, PowerPoint, Time Management, Customer Satisfaction, Microsoft Word, Leadership
Education
University of Cincinnati College of Business 2013 — 2018
Bachelor's Degree, Marketing & International Business
Ontario High School 2009 — 2013
High School
Nicole Fox Nicole Fox's Morgan Stanley Wealth Management Experience April 2013 - Present
Job Talent Solutions Consultant at LinkedIn
Industry Financial Services
Experience
LinkedIn October 2014 - Present
Morgan Stanley Wealth Management April 2013 - Present
Bay Area Hula August 2012 - Present
Kinohi creations January 2008 - Present
Skills
Brand Development, Lead Generation, Marketing, Recruiting, Social Networking, Entertainment, Financial Analysis, Entrepreneurship, Nonprofits, Customer Service, Facebook
Education
Santa Clara University 2002 — 2006
Bachelor's Degree, Business Management and Cultural Anthropology
University of Auckland
LinkedIn October 2014 - Present
Morgan Stanley Wealth Management April 2013 - Present
Bay Area Hula August 2012 - Present
Kinohi creations January 2008 - Present
Skills
Brand Development, Lead Generation, Marketing, Recruiting, Social Networking, Entertainment, Financial Analysis, Entrepreneurship, Nonprofits, Customer Service, Facebook
Education
Santa Clara University 2002 — 2006
Bachelor's Degree, Business Management and Cultural Anthropology
University of Auckland
Maria Creighton Maria Creighton's Morgan Stanley Wealth Management Experience July 2013 - Present
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2013 - Present
La Boca and Taberna La Boca April 2012 - March 2013
Heritage Hotels and Resorts May 2011 - January 2012
Bishop's Lodge Ranch Resort & Spa 2010 - 2011
La Fonda on the Plaza 2009 - 2010
The Compound Restaurant 2004 - 2009
Eldorado Hotel & Spa 1999 - 2003
Inn of the Anasazi 1994 - 1999
Skills
Restaurants, Front Office, Meeting Planning, Customer Service, Marketing Strategy, Budgets, Social Media Marketing, Public Relations, Social Media, Menu Development, Online Advertising, Trade Shows, Restaurant Management, Strategic Planning, Marketing, Hospitality, Hospitality Management, Hospitality Industry, Hotels, Resorts, Hotel Booking, Public Speaking, Social Networking, Advertising, Entertainment, Sales, Leadership, Email Marketing, Team Building, Food, Corporate Events, Fundraising, Convention Services, Facebook, Culinary Skills, Marketing Communications, Customer Satisfaction, Management
Education
UCLA
Bachelor of Arts (BA), Spanish Literature & Linguistics
Morgan Stanley Wealth Management July 2013 - Present
La Boca and Taberna La Boca April 2012 - March 2013
Heritage Hotels and Resorts May 2011 - January 2012
Bishop's Lodge Ranch Resort & Spa 2010 - 2011
La Fonda on the Plaza 2009 - 2010
The Compound Restaurant 2004 - 2009
Eldorado Hotel & Spa 1999 - 2003
Inn of the Anasazi 1994 - 1999
Skills
Restaurants, Front Office, Meeting Planning, Customer Service, Marketing Strategy, Budgets, Social Media Marketing, Public Relations, Social Media, Menu Development, Online Advertising, Trade Shows, Restaurant Management, Strategic Planning, Marketing, Hospitality, Hospitality Management, Hospitality Industry, Hotels, Resorts, Hotel Booking, Public Speaking, Social Networking, Advertising, Entertainment, Sales, Leadership, Email Marketing, Team Building, Food, Corporate Events, Fundraising, Convention Services, Facebook, Culinary Skills, Marketing Communications, Customer Satisfaction, Management
Education
UCLA
Bachelor of Arts (BA), Spanish Literature & Linguistics
Diony Concepcion Diony Concepcion's Morgan Stanley Wealth Management Experience May 2012 - Present
Job Financial Advisor/Wealth Management at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Merrill Lynch 2014 - Present
Morgan Stanley Wealth Management May 2012 - Present
CTWorks March 2011 - April 2012
Independent Consultant May 2010 - March 2011
Stone Insurance March 2008 - May 2010
Phoenix Investment Partners August 2007 - February 2008
Samuel A. Ramirez and Co. May 2005 - June 2007
Merrill Lynch September 1999 - May 2005
New York Life Insurance Company May 1996 - June 1999
Skills
Sales Management, Direct Marketing, Diversity Strategy, New Business Development, Business Relationship..., Government Liason, Motivational..., Retirement Planning, Investment Advisory, Asset Allocation, Asset Management, Community Relations, Asset Managment, Community Development, Business Development, Business Strategy, Leadership, Marketing, Nonprofits, Public Speaking, Relationship Management
Education
The University of Connecticut 1989 — 1994
Political science, Bachelor of Arts
The University of Connecticut 1989 — 1994
Bachelor of Arts (B.A.), Certificate of Latin american studies
Merrill Lynch 2014 - Present
Morgan Stanley Wealth Management May 2012 - Present
CTWorks March 2011 - April 2012
Independent Consultant May 2010 - March 2011
Stone Insurance March 2008 - May 2010
Phoenix Investment Partners August 2007 - February 2008
Samuel A. Ramirez and Co. May 2005 - June 2007
Merrill Lynch September 1999 - May 2005
New York Life Insurance Company May 1996 - June 1999
Skills
Sales Management, Direct Marketing, Diversity Strategy, New Business Development, Business Relationship..., Government Liason, Motivational..., Retirement Planning, Investment Advisory, Asset Allocation, Asset Management, Community Relations, Asset Managment, Community Development, Business Development, Business Strategy, Leadership, Marketing, Nonprofits, Public Speaking, Relationship Management
Education
The University of Connecticut 1989 — 1994
Political science, Bachelor of Arts
The University of Connecticut 1989 — 1994
Bachelor of Arts (B.A.), Certificate of Latin american studies
Christina Dolan's Morgan Stanley Wealth Management Experience March 2014 - Present
Job Wealth Management Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2014 - Present
Fidelity Investments July 2013 - March 2014
Fidelity Investments November 2011 - July 2013
Skills
Series 7, Series 66, Licensed Life Insurance...
Education
University of California, Davis 2006 — 2010
B.A., Economics and Communications
Morgan Stanley Wealth Management March 2014 - Present
Fidelity Investments July 2013 - March 2014
Fidelity Investments November 2011 - July 2013
Skills
Series 7, Series 66, Licensed Life Insurance...
Education
University of California, Davis 2006 — 2010
B.A., Economics and Communications
Aileen Lu's Morgan Stanley Wealth Management Experience August 2012 - May 2013
Job Business Analyst at Cisco Systems
Industry Information Technology and Services
Experience
Cisco July 2015 - Present
SEPHORA November 2014 - April 2015
Electronic Arts (EA) May 2014 - August 2014
Wells Fargo June 2013 - August 2013
Morgan Stanley Wealth Management August 2012 - May 2013
Apollo Group June 2012 - August 2012
Cisco Systems January 2012 - January 2012
Skills
Social Media Marketing, Graphic Design, Marketing Strategy, Leadership, Event Planning, Marketing, Event Management, Research, Illustration, Social Media, Microsoft Office, Entrepreneurship, Start-ups, Analysis, Photoshop, PowerPoint, Microsoft Excel, Microsoft Word
Education
University of California, Berkeley 2011 — 2014
Bachelor of Arts (BA), Economics
Mission San Jose High School 2007 — 2011
Cisco July 2015 - Present
SEPHORA November 2014 - April 2015
Electronic Arts (EA) May 2014 - August 2014
Wells Fargo June 2013 - August 2013
Morgan Stanley Wealth Management August 2012 - May 2013
Apollo Group June 2012 - August 2012
Cisco Systems January 2012 - January 2012
Skills
Social Media Marketing, Graphic Design, Marketing Strategy, Leadership, Event Planning, Marketing, Event Management, Research, Illustration, Social Media, Microsoft Office, Entrepreneurship, Start-ups, Analysis, Photoshop, PowerPoint, Microsoft Excel, Microsoft Word
Education
University of California, Berkeley 2011 — 2014
Bachelor of Arts (BA), Economics
Mission San Jose High School 2007 — 2011
Victoria Ferguson's Morgan Stanley Wealth Management Experience June 2013 - August 2013
Job Client Service Associate at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management August 2015 - Present
Private Family September 2013 - August 2015
MAD Greens - Eat Better May 2014 - August 2014
Chi Omega Sorority January 2013 - December 2013
Morgan Stanley Wealth Management June 2013 - August 2013
P.F. Chang's China Bistro May 2012 - August 2012
Skills
Pinterest, Microsoft Word, Facebook, Social Networking, Microsoft Excel, Instagram, YouTube, Tumblr, Communication, Mathematics, Spanish, Twitter, 3D, PowerPoint, LinkedIn, Financial Statements, Financial Analysis, Customer Service, Public Speaking, Social Media, Leadership
Education
University of Colorado Boulder 2011 — 2015
Bachelor’s Degree, Economics
Issaquah High School 2007 — 2011
High School Diploma
Morgan Stanley Private Wealth Management August 2015 - Present
Private Family September 2013 - August 2015
MAD Greens - Eat Better May 2014 - August 2014
Chi Omega Sorority January 2013 - December 2013
Morgan Stanley Wealth Management June 2013 - August 2013
P.F. Chang's China Bistro May 2012 - August 2012
Skills
Pinterest, Microsoft Word, Facebook, Social Networking, Microsoft Excel, Instagram, YouTube, Tumblr, Communication, Mathematics, Spanish, Twitter, 3D, PowerPoint, LinkedIn, Financial Statements, Financial Analysis, Customer Service, Public Speaking, Social Media, Leadership
Education
University of Colorado Boulder 2011 — 2015
Bachelor’s Degree, Economics
Issaquah High School 2007 — 2011
High School Diploma
Brandon Chan's Morgan Stanley Wealth Management Experience August 2013 - May 2014
Job Investment Banking Analyst at Stifel Financial Corp.
Industry Investment Banking
Experience
Stifel Financial Corp. August 2014 - Present
Morgan Stanley Wealth Management August 2013 - May 2014
UCLA Smart Grid Energy Research Center (SMERC) June 2013 - September 2013
UCLA September 2011 - June 2013
Portland State University June 2011 - August 2011
Skills
Sports, Microsoft Office, Matlab, Research, Microsoft Word, PowerPoint, Microsoft Excel, Management, C++, CAD, Social Media Marketing, Strategic Planning, Public Relations, Solidworks, Data Analysis
Education
University of California, Los Angeles 2010 — 2014
Bachelor's Degree, Mechanical Engineering
Terra Nova High School 2006 — 2010
Valedictorian
Stifel Financial Corp. August 2014 - Present
Morgan Stanley Wealth Management August 2013 - May 2014
UCLA Smart Grid Energy Research Center (SMERC) June 2013 - September 2013
UCLA September 2011 - June 2013
Portland State University June 2011 - August 2011
Skills
Sports, Microsoft Office, Matlab, Research, Microsoft Word, PowerPoint, Microsoft Excel, Management, C++, CAD, Social Media Marketing, Strategic Planning, Public Relations, Solidworks, Data Analysis
Education
University of California, Los Angeles 2010 — 2014
Bachelor's Degree, Mechanical Engineering
Terra Nova High School 2006 — 2010
Valedictorian
Deiya Pernas Deiya Pernas's Morgan Stanley Wealth Management Experience May 2013 - May 2015
Job Portfolio Analytics & Trading Director at The Bahnsen Group, HighTower
Industry Financial Services
Experience
The Bahnsen Group, HighTower May 2015 - Present
Morgan Stanley Wealth Management May 2013 - May 2015
Winship Wealth Partners May 2012 - October 2012
United States Air Force January 2004 - January 2008
Skills
Microsoft Excel, Statistical Data..., Machine Learning, Econometrics, Python, Visual Basic, R
Education
UC Berkeley 2010 — 2012
Economics and Statistics
The Bahnsen Group, HighTower May 2015 - Present
Morgan Stanley Wealth Management May 2013 - May 2015
Winship Wealth Partners May 2012 - October 2012
United States Air Force January 2004 - January 2008
Skills
Microsoft Excel, Statistical Data..., Machine Learning, Econometrics, Python, Visual Basic, R
Education
UC Berkeley 2010 — 2012
Economics and Statistics
Kevin Bagdasarians Kevin Bagdasarians's Morgan Stanley Wealth Management Experience February 2013 - August 2013
Job Law Student at the University of San Diego School of Law
Industry
Experience
Tax Appeals Assistance Program June 2015 - August 2015
Allergan June 2014 - August 2014
Morgan Stanley Wealth Management February 2013 - August 2013
Sport Chalet August 2007 - November 2011
Education
University of San Diego School of Law 2013 — 2016
UCLA 2010 — 2012
Bachelor of Arts (B.A.), Political Science and Government
Tax Appeals Assistance Program June 2015 - August 2015
Allergan June 2014 - August 2014
Morgan Stanley Wealth Management February 2013 - August 2013
Sport Chalet August 2007 - November 2011
Education
University of San Diego School of Law 2013 — 2016
UCLA 2010 — 2012
Bachelor of Arts (B.A.), Political Science and Government
Frances Steven's Morgan Stanley Wealth Management Experience May 1999 - Present
Job Senior Processing Specialist
Industry Financial Services
Experience
It Takes a Village, Inc. March 2011 - Present
Morgan Stanley Wealth Management May 1999 - Present
Skills
Credit
Education
University of Baltimore 2010 — 2013
Bachelors of Science, Business Administration, Marketing
CCBC 2005 — 2010
Associates of Arts, Business Administration
It Takes a Village, Inc. March 2011 - Present
Morgan Stanley Wealth Management May 1999 - Present
Skills
Credit
Education
University of Baltimore 2010 — 2013
Bachelors of Science, Business Administration, Marketing
CCBC 2005 — 2010
Associates of Arts, Business Administration
Anna Morales's Morgan Stanley Wealth Management Experience January 2014 - May 2014
Job Investment Banking Summer Analyst at UBS
Industry
Experience
UBS 2015 - Present
The Daily Californian January 2013 - August 2015
EY May 2014 - August 2014
Morgan Stanley Wealth Management January 2014 - May 2014
Office of Governor Edmund G. Brown, Jr. May 2013 - August 2013
Skills
Sales, Spanish, Social Media, PowerPoint, Microsoft Word, Microsoft Office, French, Microsoft Excel, Customer Service, Social Media Marketing, Facebook, Accounting, QuickBooks, Marketing, Events, Windows, Writing, Sustainability..., Public Speaking, Research, Media Technology, Valuation, Financial Modeling, Financial Statement..., Investment Banking, Networking, Teamwork
Education
University of California, Berkeley, Haas School of Business 2012 — 2016
Bachelor of Science (B.S.), Business Administration
Central Valley High School 2008 — 2012
High School Diploma
UBS 2015 - Present
The Daily Californian January 2013 - August 2015
EY May 2014 - August 2014
Morgan Stanley Wealth Management January 2014 - May 2014
Office of Governor Edmund G. Brown, Jr. May 2013 - August 2013
Skills
Sales, Spanish, Social Media, PowerPoint, Microsoft Word, Microsoft Office, French, Microsoft Excel, Customer Service, Social Media Marketing, Facebook, Accounting, QuickBooks, Marketing, Events, Windows, Writing, Sustainability..., Public Speaking, Research, Media Technology, Valuation, Financial Modeling, Financial Statement..., Investment Banking, Networking, Teamwork
Education
University of California, Berkeley, Haas School of Business 2012 — 2016
Bachelor of Science (B.S.), Business Administration
Central Valley High School 2008 — 2012
High School Diploma
Abhishek Kumar's Morgan Stanley Wealth Management Experience January 2013 - August 2013
Job Business Strategy & Analytics @ LinkedIn
Industry Internet
Experience
LinkedIn July 2015 - Present
Zynga May 2014 - August 2014
Berkeley Consulting January 2013 - May 2014
Hewlett-Packard July 2013 - November 2013
Morgan Stanley Wealth Management January 2013 - August 2013
Eachwin Capital, LLC March 2013 - May 2013
AlbertMing Inc June 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Business Development, Market Research, InDesign, Microsoft Excel, Research, Strategy, Leadership, Sales, Photoshop, Data Analysis, Competitive Analysis, Adobe Creative Suite, Time Management, Social Media Marketing, Financial Modeling, Marketing Strategy, Financial Analysis, Marketing, Project Management, Business Strategy, Public Speaking, Spanish, Team Leadership, Analytics, Teamwork, Mobile Devices
Education
University of California, Berkeley 2011 — 2015
BS, Business Administration, Cumulative GPA: 3.8
Monta Vista High School 2007 — 2011
High School
LinkedIn July 2015 - Present
Zynga May 2014 - August 2014
Berkeley Consulting January 2013 - May 2014
Hewlett-Packard July 2013 - November 2013
Morgan Stanley Wealth Management January 2013 - August 2013
Eachwin Capital, LLC March 2013 - May 2013
AlbertMing Inc June 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Business Development, Market Research, InDesign, Microsoft Excel, Research, Strategy, Leadership, Sales, Photoshop, Data Analysis, Competitive Analysis, Adobe Creative Suite, Time Management, Social Media Marketing, Financial Modeling, Marketing Strategy, Financial Analysis, Marketing, Project Management, Business Strategy, Public Speaking, Spanish, Team Leadership, Analytics, Teamwork, Mobile Devices
Education
University of California, Berkeley 2011 — 2015
BS, Business Administration, Cumulative GPA: 3.8
Monta Vista High School 2007 — 2011
High School
Angela Wu's Morgan Stanley Wealth Management Experience February 2013 - December 2013
Job Accountant at Hill Country Hospitality
Industry Banking
Experience
Hill Country Hospitality March 2015 - Present
K.T. International March 2014 - November 2014
Morgan Stanley Wealth Management February 2013 - December 2013
Bank of Communications Limited June 2012 - August 2012
Skills
Outlook, Microsoft Excel, Microsoft Word, Social Media, PowerPoint, Customer Service, Event Planning, Microsoft Office, Accounting, Financial Analysis, Financial Reporting, Finance, Economics, Private Equity, Financial Modeling, Data Analysis, Business Analysis, Market Research, Project Management, Investments, Portfolio Management, Facebook, Social Networking, English, Chinese
Education
UCLA 2010 — 2014
Bachelor's Degree, Business/Managerial Economics
Harvard University 2009 — 2009
Summer School, Psychology
Hill Country Hospitality March 2015 - Present
K.T. International March 2014 - November 2014
Morgan Stanley Wealth Management February 2013 - December 2013
Bank of Communications Limited June 2012 - August 2012
Skills
Outlook, Microsoft Excel, Microsoft Word, Social Media, PowerPoint, Customer Service, Event Planning, Microsoft Office, Accounting, Financial Analysis, Financial Reporting, Finance, Economics, Private Equity, Financial Modeling, Data Analysis, Business Analysis, Market Research, Project Management, Investments, Portfolio Management, Facebook, Social Networking, English, Chinese
Education
UCLA 2010 — 2014
Bachelor's Degree, Business/Managerial Economics
Harvard University 2009 — 2009
Summer School, Psychology
Katherine O'Mara Katherine O'Mara's Morgan Stanley Wealth Management Experience 2013 - 2015
Job Independent Contractor
Industry Health, Wellness and Fitness
Experience
Morgan Stanley Wealth Management 2013 - 2015
Bloomberg LP 2010 - 2012
CAPITALSTRUCTURE July 2009 - July 2010
Skills
Bloomberg Terminal, Bloomberg, Fixed Income, Equities, Financial Markets, Equity Research, Hedge Funds, Derivatives, Commodity, Foreign Exchange, FX Options, Financial Analysis, Options, Capital Markets, Economics, Asset Management, Bonds, Corporate Finance, Investment Banking
Education
University of Sussex 2007 — 2008
PG Diploma, Economics
University of Brighton 2004 — 2007
BA, International Finance and Capital Markets
Morgan Stanley Wealth Management 2013 - 2015
Bloomberg LP 2010 - 2012
CAPITALSTRUCTURE July 2009 - July 2010
Skills
Bloomberg Terminal, Bloomberg, Fixed Income, Equities, Financial Markets, Equity Research, Hedge Funds, Derivatives, Commodity, Foreign Exchange, FX Options, Financial Analysis, Options, Capital Markets, Economics, Asset Management, Bonds, Corporate Finance, Investment Banking
Education
University of Sussex 2007 — 2008
PG Diploma, Economics
University of Brighton 2004 — 2007
BA, International Finance and Capital Markets
Walter Richardson Walter Richardson's Morgan Stanley Wealth Management Experience January 2002 - July 2004
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2012 - Present
Epic insurance April 2009 - July 2012
Morgan Stanley Wealth Management January 2002 - July 2004
Prudential Financial April 1999 - June 2002
Skills
Investments, Finance, Asset Allocation, Retirement Planning, Financial Analysis, Mutual Funds, Analysis, Fixed Annuities, Retirement, Financial Advisory, Small Business, Public Speaking, 401k Rollovers, Directing, Investment Strategies, Private Equity, IRAs, Social Media, Entertainment, Corporate Finance, Editing, Commercials, 401k, IPO, Fixed Assets
Education
University of California, Los Angeles 2006 — 2010
Masters of Fine Arts, Film and Entertainment Law, 3.8
Teaneck high school 1982 — 1986
High School Diploma, Finance, General
Wells Fargo Advisors June 2012 - Present
Epic insurance April 2009 - July 2012
Morgan Stanley Wealth Management January 2002 - July 2004
Prudential Financial April 1999 - June 2002
Skills
Investments, Finance, Asset Allocation, Retirement Planning, Financial Analysis, Mutual Funds, Analysis, Fixed Annuities, Retirement, Financial Advisory, Small Business, Public Speaking, 401k Rollovers, Directing, Investment Strategies, Private Equity, IRAs, Social Media, Entertainment, Corporate Finance, Editing, Commercials, 401k, IPO, Fixed Assets
Education
University of California, Los Angeles 2006 — 2010
Masters of Fine Arts, Film and Entertainment Law, 3.8
Teaneck high school 1982 — 1986
High School Diploma, Finance, General
John Vatz John Vatz's Morgan Stanley Wealth Management Experience August 2012 - January 2013
Job Partnership Development Manager at CAKE
Industry Marketing and Advertising
Experience
CAKE (getCAKE.com) June 2015 - Present
CAKE (getCAKE.com) April 2014 - Present
Morgan Stanley Wealth Management August 2012 - January 2013
Skills
Adtech, Analytics, Attribution, Performance Based..., Lead Generation, Business Development, Strategic Partnerships, Channel Strategy, Sales Operations, SaaS, SEO, Social Media, Social Media Marketing, Online Advertising, Management, Marketing Strategy, Digital Marketing
Education
UC Irvine 2010 — 2013
Bachelor’s Degree, Business/Managerial Economics
CAKE (getCAKE.com) June 2015 - Present
CAKE (getCAKE.com) April 2014 - Present
Morgan Stanley Wealth Management August 2012 - January 2013
Skills
Adtech, Analytics, Attribution, Performance Based..., Lead Generation, Business Development, Strategic Partnerships, Channel Strategy, Sales Operations, SaaS, SEO, Social Media, Social Media Marketing, Online Advertising, Management, Marketing Strategy, Digital Marketing
Education
UC Irvine 2010 — 2013
Bachelor’s Degree, Business/Managerial Economics
Jennifer Wang Jennifer Wang's Morgan Stanley Wealth Management Experience March 2012 - May 2012
Job People Operations
Industry Internet
Experience
Google April 2015 - August 2015
Salesforce October 2014 - February 2015
Samsung July 2014 - October 2014
VerticalResponse April 2014 - June 2014
Chello Zone (Acquired by AMC Networks) August 2013 - December 2013
Intel Corporation June 2013 - August 2013
DiCon Fiberoptics July 2012 - September 2012
Morgan Stanley Wealth Management March 2012 - May 2012
Private Tutor September 2008 - August 2009
Private Tutor August 2008 - June 2009
Skills
Salesforce.com, Lead Generation, Cross-functional..., Mandarin Translation, Marketing, SMB Sales, CRM, Microsoft Excel, Sales, Bilingual-Chinese, Team Leadership, Driven By Results, Data Management, Keynote, iMovie, Google Drive, Photoshop, Outlook, Event Planning, Customer Support, Communication, Organizational Skills, Operations Management, Administrative..., Market Research
Education
University of California, Davis 2009 — 2014
Bachelor of Science (BS)
ACCENT International Consortium for Academic Programs Abroad, London 2013 — 2013
Google April 2015 - August 2015
Salesforce October 2014 - February 2015
Samsung July 2014 - October 2014
VerticalResponse April 2014 - June 2014
Chello Zone (Acquired by AMC Networks) August 2013 - December 2013
Intel Corporation June 2013 - August 2013
DiCon Fiberoptics July 2012 - September 2012
Morgan Stanley Wealth Management March 2012 - May 2012
Private Tutor September 2008 - August 2009
Private Tutor August 2008 - June 2009
Skills
Salesforce.com, Lead Generation, Cross-functional..., Mandarin Translation, Marketing, SMB Sales, CRM, Microsoft Excel, Sales, Bilingual-Chinese, Team Leadership, Driven By Results, Data Management, Keynote, iMovie, Google Drive, Photoshop, Outlook, Event Planning, Customer Support, Communication, Organizational Skills, Operations Management, Administrative..., Market Research
Education
University of California, Davis 2009 — 2014
Bachelor of Science (BS)
ACCENT International Consortium for Academic Programs Abroad, London 2013 — 2013
Danny Grewal's Morgan Stanley Wealth Management Experience September 2013 - December 2013
Job Investment Banking Fall Analyst
Industry Investment Banking
Experience
PCE Investment Banking ESOP Valuation Advisory August 2015 - Present
Kappa Sigma Fraternity November 2014 - Present
Elo Touch Solutions May 2015 - August 2015
PwC Australia June 2014 - August 2014
Morgan Stanley Wealth Management September 2013 - December 2013
Kappa Sigma Fraternity - UCF November 2012 - November 2013
Fisher Enterprises LLC June 2013 - July 2013
Tabletop Journal January 2013 - May 2013
Skills
Advertising, Budgets, Editing, Marketing, Social Media, Microsoft Excel, Research, Trade Shows, Social Networking, Fundraising, Finance, Corporate Finance, Analysis
Education
University of Central Florida 2011 — 2015
Bachelor's degree, Accounting and Finance
University of Central Florida
Accounting and Finance
PCE Investment Banking ESOP Valuation Advisory August 2015 - Present
Kappa Sigma Fraternity November 2014 - Present
Elo Touch Solutions May 2015 - August 2015
PwC Australia June 2014 - August 2014
Morgan Stanley Wealth Management September 2013 - December 2013
Kappa Sigma Fraternity - UCF November 2012 - November 2013
Fisher Enterprises LLC June 2013 - July 2013
Tabletop Journal January 2013 - May 2013
Skills
Advertising, Budgets, Editing, Marketing, Social Media, Microsoft Excel, Research, Trade Shows, Social Networking, Fundraising, Finance, Corporate Finance, Analysis
Education
University of Central Florida 2011 — 2015
Bachelor's degree, Accounting and Finance
University of Central Florida
Accounting and Finance
Eileen King's Morgan Stanley Wealth Management Experience September 2011 - August 2013
Job Teacher 4th Grade
Industry Primary/Secondary Education
Experience
School of the Cathedral October 2014 - Present
CallRevu June 2015 - August 2015
Friends' School August 2013 - June 2014
Morgan Stanley Wealth Management September 2011 - August 2013
Skills
Event Management, Account Management, Customer Service, PowerPoint, Social Networking, Social Media, Sales, Public Relations, Team Building, Microsoft Excel, Sales Management
Education
University of Colorado Denver 2013 — 2015
Master's degree, Educational Psychology
University of Colorado at Boulder 2006 — 2010
Bachelor's degree, Sociology
School of the Cathedral October 2014 - Present
CallRevu June 2015 - August 2015
Friends' School August 2013 - June 2014
Morgan Stanley Wealth Management September 2011 - August 2013
Skills
Event Management, Account Management, Customer Service, PowerPoint, Social Networking, Social Media, Sales, Public Relations, Team Building, Microsoft Excel, Sales Management
Education
University of Colorado Denver 2013 — 2015
Master's degree, Educational Psychology
University of Colorado at Boulder 2006 — 2010
Bachelor's degree, Sociology
Drew Chlan's Morgan Stanley Wealth Management Experience August 2012 - May 2013
Job Law Clerk at Law Offices of Max D. Miller, P.A.
Industry Law Practice
Experience
Law Offices of Max D. Miller, P.A. August 2015 - Present
Hon. Kathleen L. Beckstead June 2015 - August 2015
Loyola Blakefield August 2013 - June 2014
Morgan Stanley Wealth Management August 2012 - May 2013
William & Mary Office of Community Engagement December 2010 - May 2012
Skills
Research, Small Business, Microsoft Office, Payroll, Food Management, PowerPoint, Public Speaking, Leadership, Purchasing, Microsoft Excel
Education
University of Baltimore School of Law 2014 — 2017
Juris Doctor (J.D.)
The College of William and Mary 2009 — 2013
Bachelor of Arts (BA), 1st Major: Economics, 2nd Major: Public Policy
Loyola Blakefield High School 2005 — 2009
Law Offices of Max D. Miller, P.A. August 2015 - Present
Hon. Kathleen L. Beckstead June 2015 - August 2015
Loyola Blakefield August 2013 - June 2014
Morgan Stanley Wealth Management August 2012 - May 2013
William & Mary Office of Community Engagement December 2010 - May 2012
Skills
Research, Small Business, Microsoft Office, Payroll, Food Management, PowerPoint, Public Speaking, Leadership, Purchasing, Microsoft Excel
Education
University of Baltimore School of Law 2014 — 2017
Juris Doctor (J.D.)
The College of William and Mary 2009 — 2013
Bachelor of Arts (BA), 1st Major: Economics, 2nd Major: Public Policy
Loyola Blakefield High School 2005 — 2009
Catherine Cathy Teoh's Morgan Stanley Wealth Management Experience November 2012 - Present
Job Registered Associate at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2012 - Present
The Case Foundation June 2012 - November 2012
City Year August 2011 - June 2012
Disability Group, Inc. August 2010 - July 2011
The Walt Disney Company July 2008 - January 2009
Skills
Customer Service, Team Leadership, Microsoft Word, Microsoft Office, Microsoft Excel, Philanthropy, Organizational..., Salesforce.com, Non-profits, Cpr Certified, Team Management, Internal Communications, Excel, Word, Series 7, Series 66, Leadership, Recruiting, Community Outreach, Blogging, Nonprofits, Time Management, Volunteer Management, Fundraising, Event Planning, Entrepreneurship, Social Media
Education
University of California, Irvine 2006 — 2010
Bachelor's Degree
El Segundo High School 2002 — 2006
Morgan Stanley Wealth Management November 2012 - Present
The Case Foundation June 2012 - November 2012
City Year August 2011 - June 2012
Disability Group, Inc. August 2010 - July 2011
The Walt Disney Company July 2008 - January 2009
Skills
Customer Service, Team Leadership, Microsoft Word, Microsoft Office, Microsoft Excel, Philanthropy, Organizational..., Salesforce.com, Non-profits, Cpr Certified, Team Management, Internal Communications, Excel, Word, Series 7, Series 66, Leadership, Recruiting, Community Outreach, Blogging, Nonprofits, Time Management, Volunteer Management, Fundraising, Event Planning, Entrepreneurship, Social Media
Education
University of California, Irvine 2006 — 2010
Bachelor's Degree
El Segundo High School 2002 — 2006
Marc Lipnicki's Morgan Stanley Wealth Management Experience June 2014 - August 2014
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Ameriprise Financial November 2013 - Present
Morgan Stanley Wealth Management June 2014 - August 2014
The Sunglass Source March 2012 - April 2014
The Institute of Financial Operations October 2013 - December 2013
Medcare Diabetic and Medical Supplies May 2013 - July 2013
TSS Photography January 2011 - May 2011
Skills
PowerPoint, Finance, Microsoft Office, Social Media, Data Entry, Advertising, Teamwork, Microsoft Word, Time Management, Leadership, Research, Portfolio Management, Sales, Accounting, Windows, Entrepreneurship, Microsoft Excel, Cpr Certified, Lifeguarding, LinkedIn, Management, Arithmetic
Education
University of Central Florida 2011 — 2015
Finance, 3.7
Fidelity Investments June 2015 - Present
Ameriprise Financial November 2013 - Present
Morgan Stanley Wealth Management June 2014 - August 2014
The Sunglass Source March 2012 - April 2014
The Institute of Financial Operations October 2013 - December 2013
Medcare Diabetic and Medical Supplies May 2013 - July 2013
TSS Photography January 2011 - May 2011
Skills
PowerPoint, Finance, Microsoft Office, Social Media, Data Entry, Advertising, Teamwork, Microsoft Word, Time Management, Leadership, Research, Portfolio Management, Sales, Accounting, Windows, Entrepreneurship, Microsoft Excel, Cpr Certified, Lifeguarding, LinkedIn, Management, Arithmetic
Education
University of Central Florida 2011 — 2015
Finance, 3.7
Merav Walklet Merav Walklet's Morgan Stanley Wealth Management Experience August 2013 - April 2014
Job Writer & Editor
Industry Writing and Editing
Experience
Recording Radio Film Connection August 2014 - March 2015
Morgan Stanley Wealth Management August 2013 - April 2014
On Board Experiential Marketing September 2013 - November 2013
St Hieronymus Printing Press March 2013 - August 2013
Jacquelyn McCormick for Mayor June 2012 - November 2012
Skills
Editing, Marketing, Strategy, Community Outreach, Project Management, Executive Office..., Delegation, Communication Skills, Fundraising, Legal Writing, Legal Research, Research, Campaign Management, Creative Writing, Blogging, Travel Arrangements, Legal Documents, Critical Thinking, Spanish-speaking, Handle Confidential..., Copy Editing, Business Strategy, Technical Writing, Microsoft Word, Microsoft Office, Microsoft Excel, Printmaking, Freelance Writing, At Multitasking, Administrative..., Clerical Skills, Confidentiality, Confidential Documents, Legal Compliance, Coordinating Schedules, Supply Management, Communication
Education
University of California, Santa Cruz 2008 — 2012
Bachelor of Arts (B.A.), Creative Writing
Recording Radio Film Connection August 2014 - March 2015
Morgan Stanley Wealth Management August 2013 - April 2014
On Board Experiential Marketing September 2013 - November 2013
St Hieronymus Printing Press March 2013 - August 2013
Jacquelyn McCormick for Mayor June 2012 - November 2012
Skills
Editing, Marketing, Strategy, Community Outreach, Project Management, Executive Office..., Delegation, Communication Skills, Fundraising, Legal Writing, Legal Research, Research, Campaign Management, Creative Writing, Blogging, Travel Arrangements, Legal Documents, Critical Thinking, Spanish-speaking, Handle Confidential..., Copy Editing, Business Strategy, Technical Writing, Microsoft Word, Microsoft Office, Microsoft Excel, Printmaking, Freelance Writing, At Multitasking, Administrative..., Clerical Skills, Confidentiality, Confidential Documents, Legal Compliance, Coordinating Schedules, Supply Management, Communication
Education
University of California, Santa Cruz 2008 — 2012
Bachelor of Arts (B.A.), Creative Writing
Jordan Rothstein's Morgan Stanley Wealth Management Experience January 2007 - January 2010
Job Chief Executive Officer at King Tide Creative
Industry Entertainment
Experience
King Tide Creative March 2014 - Present
Cake Hardware January 2011 - Present
TravelZeeky March 2014 - Present
NCLUSIVE November 2011 - March 2014
Morgan Stanley Wealth Management January 2007 - January 2010
Skills
Management, Adobe Creative Suite, Creative Direction, Art Direction, Illustrator, Graphic Design, Typography, Logo Design, Web Design, InDesign, Illustration, Creative Strategy, Corporate Identity, Concept Development, Social Media, Branding & Identity, Brand Development, Photoshop, Advertising, After Effects, Video Editing, Final Cut Pro, Video Production, Brochures, Photography, Social Networking, Social Media Marketing, Microsoft Office, Marketing
Education
University of Colorado at Boulder 2007 — 2011
Bachelor of Science (B.S.), Finance and Entrepreneurship
King Tide Creative March 2014 - Present
Cake Hardware January 2011 - Present
TravelZeeky March 2014 - Present
NCLUSIVE November 2011 - March 2014
Morgan Stanley Wealth Management January 2007 - January 2010
Skills
Management, Adobe Creative Suite, Creative Direction, Art Direction, Illustrator, Graphic Design, Typography, Logo Design, Web Design, InDesign, Illustration, Creative Strategy, Corporate Identity, Concept Development, Social Media, Branding & Identity, Brand Development, Photoshop, Advertising, After Effects, Video Editing, Final Cut Pro, Video Production, Brochures, Photography, Social Networking, Social Media Marketing, Microsoft Office, Marketing
Education
University of Colorado at Boulder 2007 — 2011
Bachelor of Science (B.S.), Finance and Entrepreneurship
Leandro Leo Tsai Leandro Leo Tsai's Morgan Stanley Wealth Management Experience June 2012 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2012 - Present
Citi Smith Barney April 2007 - May 2012
Citi Smith Barney April 2006 - March 2007
Washington Mutual/WM Financial November 2003 - March 2006
Skills
Banking, Finance, Investments, Financial Analysis, Management, Financial Planning
Education
University of California, San Diego 1999 — 2003
Bachelor of Arts (B.A.), Economics
Morgan Stanley Wealth Management June 2012 - Present
Citi Smith Barney April 2007 - May 2012
Citi Smith Barney April 2006 - March 2007
Washington Mutual/WM Financial November 2003 - March 2006
Skills
Banking, Finance, Investments, Financial Analysis, Management, Financial Planning
Education
University of California, San Diego 1999 — 2003
Bachelor of Arts (B.A.), Economics
Nikki Henson Nikki Henson's Morgan Stanley Wealth Management Experience September 2004 - Present
Job Training Specialist @ Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2004 - Present
Education
University of Central Oklahoma 2006 — 2009
Master of Business Administration (MBA), Finance, General
Univeristy of Central Oklahoma 1994 — 1999
Bachelor of Business Administration (BBA), Business Administration and Management, General
Morgan Stanley Wealth Management September 2004 - Present
Education
University of Central Oklahoma 2006 — 2009
Master of Business Administration (MBA), Finance, General
Univeristy of Central Oklahoma 1994 — 1999
Bachelor of Business Administration (BBA), Business Administration and Management, General
Robert Yu's Morgan Stanley Wealth Management Experience May 2013 - August 2013
Job Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2015 - Present
UC Berkeley January 2015 - May 2015
Lester Center for Entrepreneurship June 2013 - May 2015
Wells Fargo Securities June 2014 - August 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Internal Revenue Service January 2013 - March 2013
Habitat for Humanity Portland/Metro East June 2011 - August 2011
Education
University of California, Berkeley, Haas School of Business 2011 — 2015
Bachelor of Science (B.S.), Business Administration
University of California, Berkeley 2011 — 2015
Bachelor of Arts (B.A.), Psychology
Clackamas High School 2007 — 2011
Wells Fargo Securities July 2015 - Present
UC Berkeley January 2015 - May 2015
Lester Center for Entrepreneurship June 2013 - May 2015
Wells Fargo Securities June 2014 - August 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Internal Revenue Service January 2013 - March 2013
Habitat for Humanity Portland/Metro East June 2011 - August 2011
Education
University of California, Berkeley, Haas School of Business 2011 — 2015
Bachelor of Science (B.S.), Business Administration
University of California, Berkeley 2011 — 2015
Bachelor of Arts (B.A.), Psychology
Clackamas High School 2007 — 2011
Alianna Williams Alianna Williams's Morgan Stanley Wealth Management Experience December 2012 - February 2013
Job Consultant at Pinnacle Healthcare Consulting
Industry Hospital & Health Care
Experience
Pinnacle Healthcare Consulting May 2015 - Present
Pinnacle Healthcare Consulting February 2013 - May 2015
Morgan Stanley Wealth Management December 2012 - February 2013
University of Colorado at Boulder November 2010 - December 2012
Skills
Analysis, Financial Modeling, Market Research, Healthcare, Time Management, High Attention to Detail, Critical Thinking, Microsoft Excel, Customer Service, Healthcare Consulting, STATA: Data Analysis..., Java Programming (Basic), MS Office (Intermediate), Organized, Critical Thinker, Problem Solver, Leadership, Research, Telephone Skills, Microsoft Word, PowerPoint, Financial Analysis, Valuation, Microsoft Office
Education
University of Colorado at Boulder 2009 — 2013
Bachelor of Arts (B.A.), Economics and Integrative Physiology Double Major
Pinnacle Healthcare Consulting May 2015 - Present
Pinnacle Healthcare Consulting February 2013 - May 2015
Morgan Stanley Wealth Management December 2012 - February 2013
University of Colorado at Boulder November 2010 - December 2012
Skills
Analysis, Financial Modeling, Market Research, Healthcare, Time Management, High Attention to Detail, Critical Thinking, Microsoft Excel, Customer Service, Healthcare Consulting, STATA: Data Analysis..., Java Programming (Basic), MS Office (Intermediate), Organized, Critical Thinker, Problem Solver, Leadership, Research, Telephone Skills, Microsoft Word, PowerPoint, Financial Analysis, Valuation, Microsoft Office
Education
University of Colorado at Boulder 2009 — 2013
Bachelor of Arts (B.A.), Economics and Integrative Physiology Double Major
Dingxin Chen's Morgan Stanley Wealth Management Experience October 2013 - December 2013
Job Audit Associate at Deloitte
Industry
Experience
Deloitte September 2015 - Present
Deloitte June 2014 - August 2014
Wilbur K. Woo Greater China Business Conference March 2014 - May 2014
Morgan Stanley Wealth Management October 2013 - December 2013
Ernst & Young July 2013 - July 2013
UCLA Anderson School of Management October 2012 - June 2013
Modine Manufacturing Company June 2012 - September 2012
EBF International Investment Group, Shanghai Ltd. July 2012 - August 2012
Daily Bruin March 2012 - June 2012
Skills
Market Research, Marketing, Analysis, Marketing Strategy, Recruiting, Data Analysis, Financial Modeling, Public Speaking, Microsoft Word
Education
University of California, Los Angeles 2011 — 2015
University of California, Los Angeles 2011 — 2014
Bachelor of Arts (B.A.), Business/Managerial Economics
Deloitte September 2015 - Present
Deloitte June 2014 - August 2014
Wilbur K. Woo Greater China Business Conference March 2014 - May 2014
Morgan Stanley Wealth Management October 2013 - December 2013
Ernst & Young July 2013 - July 2013
UCLA Anderson School of Management October 2012 - June 2013
Modine Manufacturing Company June 2012 - September 2012
EBF International Investment Group, Shanghai Ltd. July 2012 - August 2012
Daily Bruin March 2012 - June 2012
Skills
Market Research, Marketing, Analysis, Marketing Strategy, Recruiting, Data Analysis, Financial Modeling, Public Speaking, Microsoft Word
Education
University of California, Los Angeles 2011 — 2015
University of California, Los Angeles 2011 — 2014
Bachelor of Arts (B.A.), Business/Managerial Economics
Bradley Rotter's Morgan Stanley Wealth Management Experience January 2010 - September 2010
Job Investment Banking Analyst at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps June 2015 - Present
JUMP Investors September 2014 - February 2015
Citi June 2014 - August 2014
Folio Investing June 2013 - August 2013
Convergent Wealth Advisors January 2013 - April 2013
H. Beck, Inc. June 2012 - September 2012
Morgan Stanley Wealth Management January 2010 - September 2010
Skills
Microsoft Excel, Microsoft Office, Social Media, Microsoft Word, PowerPoint, Financial Analysis, Data Analysis, Team Leadership, Accounting, Analysis, Trading
Education
University of California, Los Angeles 2011 — 2015
Business Economics, Economics
Autonomous University of Barcelona 2013 — 2013
Bachelor of Arts (B.A.), International Economics and Finance
Duff & Phelps June 2015 - Present
JUMP Investors September 2014 - February 2015
Citi June 2014 - August 2014
Folio Investing June 2013 - August 2013
Convergent Wealth Advisors January 2013 - April 2013
H. Beck, Inc. June 2012 - September 2012
Morgan Stanley Wealth Management January 2010 - September 2010
Skills
Microsoft Excel, Microsoft Office, Social Media, Microsoft Word, PowerPoint, Financial Analysis, Data Analysis, Team Leadership, Accounting, Analysis, Trading
Education
University of California, Los Angeles 2011 — 2015
Business Economics, Economics
Autonomous University of Barcelona 2013 — 2013
Bachelor of Arts (B.A.), International Economics and Finance
Micah Wu Micah Wu's Morgan Stanley Wealth Management Experience May 2014 - June 2015
Job Intern at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley Wealth Management May 2014 - June 2015
Kwan Insurance Services June 2012 - September 2012
McDonald's Corporation June 2011 - August 2011
Skills
Cantonese, Mandarin, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Research, Teamwork, Customer Service, Fundraising, English, Presentations, Data Analysis, Marketing Strategy, Case Studies, Social Media, Public Speaking, Event Planning, Leadership
Education
University of California, San Diego 2011 — 2015
Bachelor of Arts (B.A.), Economics
Dougherty Valley High School 2007 — 2011
High School Diploma
Morgan Stanley Wealth Management May 2014 - June 2015
Kwan Insurance Services June 2012 - September 2012
McDonald's Corporation June 2011 - August 2011
Skills
Cantonese, Mandarin, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Research, Teamwork, Customer Service, Fundraising, English, Presentations, Data Analysis, Marketing Strategy, Case Studies, Social Media, Public Speaking, Event Planning, Leadership
Education
University of California, San Diego 2011 — 2015
Bachelor of Arts (B.A.), Economics
Dougherty Valley High School 2007 — 2011
High School Diploma
Victoria J (Tory) Hargrove's Morgan Stanley Wealth Management Experience November 1992 - March 2015
Job The Farallon Group at UBS Financial Services Inc
Industry Financial Services
Jake Moore Jake Moore's Morgan Stanley Wealth Management Experience March 2013 - January 2014
Job Market Development Associate at Virool
Industry Marketing and Advertising
Experience
ClearPath Capital Partners March 2014 - January 2015
Morgan Stanley Wealth Management March 2013 - January 2014
UCSB Recreational Sports January 2012 - December 2013
Performance Hoops June 2011 - August 2011
Skills
Social Networking, Time Management, Entrepreneurship, Event Planning, Sports, Management, Public Speaking, Social Media, Leadership, Social Media Marketing, Microsoft Excel, Coaching, Financial Analysis, Sales, Microsoft Word, Microsoft Office, PowerPoint, Finance
Education
University of California, Santa Barbara 2010 — 2014
Bachelor of Arts (BA), Economics, Junior
Junípero Serra High School 2006 — 2010
ClearPath Capital Partners March 2014 - January 2015
Morgan Stanley Wealth Management March 2013 - January 2014
UCSB Recreational Sports January 2012 - December 2013
Performance Hoops June 2011 - August 2011
Skills
Social Networking, Time Management, Entrepreneurship, Event Planning, Sports, Management, Public Speaking, Social Media, Leadership, Social Media Marketing, Microsoft Excel, Coaching, Financial Analysis, Sales, Microsoft Word, Microsoft Office, PowerPoint, Finance
Education
University of California, Santa Barbara 2010 — 2014
Bachelor of Arts (BA), Economics, Junior
Junípero Serra High School 2006 — 2010
Damir Mesinovic, CFA Damir Mesinovic, CFA's Morgan Stanley Wealth Management Experience September 2009 - January 2010
Job Financial Advisor at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2014 - Present
J.P. Morgan Private Bank July 2011 - June 2014
Merrill Lynch June 2010 - August 2010
J.P. Morgan March 2010 - June 2010
Morgan Stanley Wealth Management September 2009 - January 2010
Skills
Portfolio Management, Asset Allocation, Equities, Fixed Income, Alternative Investments
Education
UCLA 2009 — 2011
Bachelor of Arts, Business Economics
J.P. Morgan June 2014 - Present
J.P. Morgan Private Bank July 2011 - June 2014
Merrill Lynch June 2010 - August 2010
J.P. Morgan March 2010 - June 2010
Morgan Stanley Wealth Management September 2009 - January 2010
Skills
Portfolio Management, Asset Allocation, Equities, Fixed Income, Alternative Investments
Education
UCLA 2009 — 2011
Bachelor of Arts, Business Economics
Joseph DeCicco Joseph DeCicco's Morgan Stanley Wealth Management Experience February 2014 - August 2014
Job Incoming Investment Banking Analyst at Barclays
Industry Investment Banking
Experience
Barclays September 2015 - Present
Houlihan Lokey June 2015 - August 2015
JackedPack July 2014 - October 2014
RBZ, LLP May 2014 - September 2014
Morgan Stanley Wealth Management February 2014 - August 2014
Skills
Valuation Modeling, Retirement Planning, Investments, Customer Service, Microsoft Excel, Portfolio Management, Microsoft Office, Asset Allocation, Financial Modeling, Financial Analysis, Investment Banking
Education
University of California, Los Angeles 2012 — 2016
Bachelor of Arts (BA), Business Economics, Minor in Accounting
Jesuit High School 2008 — 2012
Barclays September 2015 - Present
Houlihan Lokey June 2015 - August 2015
JackedPack July 2014 - October 2014
RBZ, LLP May 2014 - September 2014
Morgan Stanley Wealth Management February 2014 - August 2014
Skills
Valuation Modeling, Retirement Planning, Investments, Customer Service, Microsoft Excel, Portfolio Management, Microsoft Office, Asset Allocation, Financial Modeling, Financial Analysis, Investment Banking
Education
University of California, Los Angeles 2012 — 2016
Bachelor of Arts (BA), Business Economics, Minor in Accounting
Jesuit High School 2008 — 2012
Gregory Cheng Gregory Cheng's Morgan Stanley Wealth Management Experience July 2005 - August 2011
Job Vice President | Business Development Officer
Industry Financial Services
Experience
Pershing, a BNY Mellon company December 2014 - Present
Sterne Agee August 2011 - August 2014
Morgan Stanley Wealth Management July 2005 - August 2011
Byron Hoyt 1996 - 2005
Skills
Entrepreneurship, Wealth Management, Financial Advisory, Team Building, Asset Allocation, Leadership, Marketing Communications, Strategic Planning, Organizational Culture, Sales Management, Retirement Planning, Investments, Nonprofits, Organizational..., Change Management, People Development, Development Of Employees, Training Delivery, Talent Management, Leadership Development, Training, Program Management, Instructional Design
Education
University of California, Davis 1983 — 1990
BA, MA, Music (Conducting)
Pershing, a BNY Mellon company December 2014 - Present
Sterne Agee August 2011 - August 2014
Morgan Stanley Wealth Management July 2005 - August 2011
Byron Hoyt 1996 - 2005
Skills
Entrepreneurship, Wealth Management, Financial Advisory, Team Building, Asset Allocation, Leadership, Marketing Communications, Strategic Planning, Organizational Culture, Sales Management, Retirement Planning, Investments, Nonprofits, Organizational..., Change Management, People Development, Development Of Employees, Training Delivery, Talent Management, Leadership Development, Training, Program Management, Instructional Design
Education
University of California, Davis 1983 — 1990
BA, MA, Music (Conducting)
David Eckess David Eckess's Morgan Stanley Wealth Management Experience November 1985 - December 2011
Job David Eckess, Marketing, Sales and Client Service
Industry Financial Services
Experience
Delta Trust Investments, Inc. January 2012 - February 2014
Morgan Stanley Wealth Management November 1985 - December 2011
Skills
Consultative Sales..., Finance, Project Management, Wealth Management, Personal Financial..., Portfolio Management, Asset Management, Investments, Investment Advisory, 401k, 401k Rollovers, Life Insurance, Retirement Planning, Estate Planning, Series 7, Annuity Sales, Strategic Financial...
Education
University of Arkansas at Little Rock 1990 — 1998
Bachelor’s Degree, Finance, General
University of Arkansas at Little Rock
Delta Trust Investments, Inc. January 2012 - February 2014
Morgan Stanley Wealth Management November 1985 - December 2011
Skills
Consultative Sales..., Finance, Project Management, Wealth Management, Personal Financial..., Portfolio Management, Asset Management, Investments, Investment Advisory, 401k, 401k Rollovers, Life Insurance, Retirement Planning, Estate Planning, Series 7, Annuity Sales, Strategic Financial...
Education
University of Arkansas at Little Rock 1990 — 1998
Bachelor’s Degree, Finance, General
University of Arkansas at Little Rock
Marykate Hatfield Marykate Hatfield's Morgan Stanley Wealth Management Experience June 2013 - November 2013
Job Media Associate at Centro
Industry Marketing and Advertising
Experience
Booyah Online Advertising December 2013 - May 2015
Colorado Vodka Company August 2013 - December 2013
Morgan Stanley Wealth Management June 2013 - November 2013
Boulder Valley Girls Lacrosse September 2011 - November 2011
ESF Summer Camps June 2010 - August 2011
Camp Susquehannock June 2009 - August 2009
Skills
Advertising, Microsoft Office, Social Media, Prezi, Lacrosse, Social Networking, Online Advertising, Facebook, Social Media Marketing, Blogging, Microsoft Excel
Education
University of Colorado Boulder 2009 — 2013
The William Penn Charter School
Booyah Online Advertising December 2013 - May 2015
Colorado Vodka Company August 2013 - December 2013
Morgan Stanley Wealth Management June 2013 - November 2013
Boulder Valley Girls Lacrosse September 2011 - November 2011
ESF Summer Camps June 2010 - August 2011
Camp Susquehannock June 2009 - August 2009
Skills
Advertising, Microsoft Office, Social Media, Prezi, Lacrosse, Social Networking, Online Advertising, Facebook, Social Media Marketing, Blogging, Microsoft Excel
Education
University of Colorado Boulder 2009 — 2013
The William Penn Charter School
Reina Maruko Reina Maruko's Morgan Stanley Wealth Management Experience July 2013 - August 2013
Job US iShares Institutional Business Management Analyst at BlackRock
Industry Financial Services
Experience
BlackRock March 2015 - Present
Safeway December 2014 - March 2015
Safeway July 2014 - November 2014
Senior Class Council January 2014 - May 2014
Undergraduate Economics Association May 2013 - May 2014
Morgan Stanley Wealth Management July 2013 - August 2013
The Californians: Leadership Council for University Events May 2012 - May 2013
Bank of Tokyo-Mitsubishi UFJ July 2012 - July 2012
Crowe Horwath LLP July 2012 - July 2012
American Family Insurance June 2012 - June 2012
Skills
Economics, Data Analysis, Essbase, Microsoft Excel, Management, Budgets, Stata, SQL, Teradata, Lawson, PowerPoint, Microsoft Word, Event Planning, Fundraising, Strategy, Analytics, Sales
Education
University of California, Berkeley 2011 — 2014
Bachelor of Arts (B.A.), Economics
New Berlin Eisenhower High School 2007 — 2011
Futabakai Japanese School 1999 — 2009
BlackRock March 2015 - Present
Safeway December 2014 - March 2015
Safeway July 2014 - November 2014
Senior Class Council January 2014 - May 2014
Undergraduate Economics Association May 2013 - May 2014
Morgan Stanley Wealth Management July 2013 - August 2013
The Californians: Leadership Council for University Events May 2012 - May 2013
Bank of Tokyo-Mitsubishi UFJ July 2012 - July 2012
Crowe Horwath LLP July 2012 - July 2012
American Family Insurance June 2012 - June 2012
Skills
Economics, Data Analysis, Essbase, Microsoft Excel, Management, Budgets, Stata, SQL, Teradata, Lawson, PowerPoint, Microsoft Word, Event Planning, Fundraising, Strategy, Analytics, Sales
Education
University of California, Berkeley 2011 — 2014
Bachelor of Arts (B.A.), Economics
New Berlin Eisenhower High School 2007 — 2011
Futabakai Japanese School 1999 — 2009
Andrew Schussman Andrew Schussman's Morgan Stanley Wealth Management Experience July 2012 - September 2012
Job Analyst at J.P. Morgan Real Estate Asset Management
Industry Financial Services
Experience
J.P. Morgan April 2015 - Present
eBay Inc 2005 - Present
Deutsche Bank June 2014 - August 2014
Fortress Investment Group April 2014 - June 2014
Beach Point Capital Management October 2013 - November 2013
Aristotle Capital Management, LLC June 2013 - September 2013
Apollo Jets February 2013 - September 2013
Morgan Stanley Wealth Management July 2012 - September 2012
Skills
Investments, Business Development, Finance, Management, CRM, Analysis, Valuation
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts (B.A.), Business Economics
Royal High School 2007 — 2011
J.P. Morgan April 2015 - Present
eBay Inc 2005 - Present
Deutsche Bank June 2014 - August 2014
Fortress Investment Group April 2014 - June 2014
Beach Point Capital Management October 2013 - November 2013
Aristotle Capital Management, LLC June 2013 - September 2013
Apollo Jets February 2013 - September 2013
Morgan Stanley Wealth Management July 2012 - September 2012
Skills
Investments, Business Development, Finance, Management, CRM, Analysis, Valuation
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts (B.A.), Business Economics
Royal High School 2007 — 2011
Amy B. Garbrecht, CFP®'s Morgan Stanley Wealth Management Experience January 2005 - December 2008
Job Senior Client Service Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS October 2014 - Present
UBS Financial Services December 2008 - October 2014
Morgan Stanley Wealth Management January 2005 - December 2008
Education
University of Central Florida
Bachelor of Business Administration, Finance
UBS October 2014 - Present
UBS Financial Services December 2008 - October 2014
Morgan Stanley Wealth Management January 2005 - December 2008
Education
University of Central Florida
Bachelor of Business Administration, Finance
Nancy Chan's Morgan Stanley Wealth Management Experience June 2013 - September 2013
Job Strategy and Operations Analyst at The Advisory Board Company
Industry Hospital & Health Care
Experience
The Advisory Board Company January 2015 - Present
Celerity Consulting Group November 2014 - January 2015
United States Senate June 2014 - September 2014
The Raben Group March 2014 - June 2014
Morgan Stanley Wealth Management June 2013 - September 2013
StudentsFirst September 2012 - March 2013
UC Davis October 2011 - March 2013
Skills
Public Speaking, Microsoft Office, Salesforce.com, Data Analysis, Budgets, Academic Databases, Stata, Stata Programming, Advanced Information..., Python
Education
University of California, Davis 2010 — 2014
B.S. Managerial Economics, Minor in Psychology
UCDC
The Advisory Board Company January 2015 - Present
Celerity Consulting Group November 2014 - January 2015
United States Senate June 2014 - September 2014
The Raben Group March 2014 - June 2014
Morgan Stanley Wealth Management June 2013 - September 2013
StudentsFirst September 2012 - March 2013
UC Davis October 2011 - March 2013
Skills
Public Speaking, Microsoft Office, Salesforce.com, Data Analysis, Budgets, Academic Databases, Stata, Stata Programming, Advanced Information..., Python
Education
University of California, Davis 2010 — 2014
B.S. Managerial Economics, Minor in Psychology
UCDC
Joshua Singh's Morgan Stanley Wealth Management Experience April 2013 - April 2014
Job JD Candidate at UPenn Law School
Industry
Experience
Morgan Stanley Wealth Management April 2013 - April 2014
Morgan Stanley September 2012 - March 2013
Skills
Options Strategies, Training, Options, Finance, Investment Banking, Fundamental Analysis, Mergers & Acquisitions, Investment Strategies, Bloomberg
Education
UC Davis 2011 — 2015
Bachelor of Arts (B.A.), Economics and International Relations
Stanford EPGY High School
YCIS
Morgan Stanley Wealth Management April 2013 - April 2014
Morgan Stanley September 2012 - March 2013
Skills
Options Strategies, Training, Options, Finance, Investment Banking, Fundamental Analysis, Mergers & Acquisitions, Investment Strategies, Bloomberg
Education
UC Davis 2011 — 2015
Bachelor of Arts (B.A.), Economics and International Relations
Stanford EPGY High School
YCIS
Michelle Swells Michelle Swells's Morgan Stanley Wealth Management Experience February 2008 - Present
Job Compliance Officer at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2008 - Present
Google APAC February 2003 - January 2008
Skills
Project Management, Legal Compliance, Compliance, Employment Law..., I-9 Compliance, FINRA, NASD, Business Intelligence, Contract Negotiation, Corporate Governance, Programme Governance, Risk Management, Risk Assessment, Enterprise Risk..., IT Compliance
Education
Cambridge University 2004 — 2007
Master of Business Administration (MBA)
Morgan Stanley Wealth Management February 2008 - Present
Google APAC February 2003 - January 2008
Skills
Project Management, Legal Compliance, Compliance, Employment Law..., I-9 Compliance, FINRA, NASD, Business Intelligence, Contract Negotiation, Corporate Governance, Programme Governance, Risk Management, Risk Assessment, Enterprise Risk..., IT Compliance
Education
Cambridge University 2004 — 2007
Master of Business Administration (MBA)
Diandra Cardenas Diandra Cardenas's Morgan Stanley Wealth Management Experience April 2013 - February 2014
Job International Business Developer
Industry Marketing and Advertising
Experience
Vemma August 2013 - Present
LA Fitness October 2014 - December 2014
Morgan Stanley Wealth Management April 2013 - February 2014
University of California, Riverside October 2012 - December 2013
University of California, Riverside August 2010 - January 2013
Skills
Social Media, Public Speaking, Leadership, Facebook, Marketing, International Sales, Networking, Teamwork, Communication Skills, Motivational Speaking, Event Planning, Presentations, Sports Nutrition, Direct Sales, Health Promotion, Sound Director, Microsoft Word, WordPress, PowerPoint
Education
University of California, Riverside 2010 — 2014
BS, Business Administration - Marketing, Dean's Honors List
UNSW Australia 2014 — 2014
Business Administration, Marketing
Lakeside High School 2006 — 2010
Valedictorian
Vemma August 2013 - Present
LA Fitness October 2014 - December 2014
Morgan Stanley Wealth Management April 2013 - February 2014
University of California, Riverside October 2012 - December 2013
University of California, Riverside August 2010 - January 2013
Skills
Social Media, Public Speaking, Leadership, Facebook, Marketing, International Sales, Networking, Teamwork, Communication Skills, Motivational Speaking, Event Planning, Presentations, Sports Nutrition, Direct Sales, Health Promotion, Sound Director, Microsoft Word, WordPress, PowerPoint
Education
University of California, Riverside 2010 — 2014
BS, Business Administration - Marketing, Dean's Honors List
UNSW Australia 2014 — 2014
Business Administration, Marketing
Lakeside High School 2006 — 2010
Valedictorian
Nondas Virvidakis Nondas Virvidakis's Morgan Stanley Wealth Management Experience January 2015 - Present
Job Executive Director Insights & Analytics at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2015 - Present
Morgan Stanley Wealth Management June 2013 - January 2015
Alpha Bank March 2011 - June 2013
Alpha Bank August 2008 - March 2011
Geniki Bank S.A. - Société Générale Group July 2007 - August 2008
Geniki Bank S.A. – Société Générale Group April 2006 - July 2007
Geniki Bank S.A. – Société Générale Group April 2005 - April 2006
Planet Ernst & Young October 2004 - April 2005
Planet Ernst & Young December 2002 - September 2004
Skills
International Project..., Business Intelligence, Business Analysis, Business Strategy, Banking, Retail Banking, Analysis, Management Consulting, Business Planning, Data Mining, SPSS Clementine, Business Objects, Microsoft Project, Flexible to Change, Campaign Strategies, Business Requirements, Business Analytics, Project Management, Delivering Results, Cross-functional Team..., Pricing Strategy, Product Development, System Implementations, MS Project, Requirements Analysis, CRM, Integration, Risk Management, Management, Budgets, Strategy, Persistence, Interpersonal..., Analytical Reasoning, Analytics, Portfolio Management, PMO, Credit Risk, Project Portfolio..., Outsourcing, Mergers & Acquisitions, Capital Markets, Credit Cards, Financial Markets, Financial Services, Leadership
Education
Bentley University - Elkin B. McCallum Graduate School of Business 2012 — 2013
"The Bentley MBA", Value, Innovation, Leadership, Environments
University of Essex 1995 — 1998
BSc, Mathematics & Finance
University of Bath 1998 — 1999
MSc, Management & Strategic Information Systems
Costeas Geitonas School 1982 — 1994
Morgan Stanley Wealth Management January 2015 - Present
Morgan Stanley Wealth Management June 2013 - January 2015
Alpha Bank March 2011 - June 2013
Alpha Bank August 2008 - March 2011
Geniki Bank S.A. - Société Générale Group July 2007 - August 2008
Geniki Bank S.A. – Société Générale Group April 2006 - July 2007
Geniki Bank S.A. – Société Générale Group April 2005 - April 2006
Planet Ernst & Young October 2004 - April 2005
Planet Ernst & Young December 2002 - September 2004
Skills
International Project..., Business Intelligence, Business Analysis, Business Strategy, Banking, Retail Banking, Analysis, Management Consulting, Business Planning, Data Mining, SPSS Clementine, Business Objects, Microsoft Project, Flexible to Change, Campaign Strategies, Business Requirements, Business Analytics, Project Management, Delivering Results, Cross-functional Team..., Pricing Strategy, Product Development, System Implementations, MS Project, Requirements Analysis, CRM, Integration, Risk Management, Management, Budgets, Strategy, Persistence, Interpersonal..., Analytical Reasoning, Analytics, Portfolio Management, PMO, Credit Risk, Project Portfolio..., Outsourcing, Mergers & Acquisitions, Capital Markets, Credit Cards, Financial Markets, Financial Services, Leadership
Education
Bentley University - Elkin B. McCallum Graduate School of Business 2012 — 2013
"The Bentley MBA", Value, Innovation, Leadership, Environments
University of Essex 1995 — 1998
BSc, Mathematics & Finance
University of Bath 1998 — 1999
MSc, Management & Strategic Information Systems
Costeas Geitonas School 1982 — 1994
Mario D'Ambrosio's Morgan Stanley Wealth Management Experience June 2007 - August 2007
Job Lock Desk Manager/Capital Markets & Secondary Markets
Industry Financial Services
Experience
Veritas Funding April 2011 - Present
Gros Ventures January 2011 - Present
Knox Capital Advisors May 2008 - August 2008
Morgan Stanley Wealth Management June 2007 - August 2007
Skills
Morningstar, Optimal Blue, Del Mar Data Trac, Secondary Interactive, Hedging, MBS, Bonds, Investor Relations, Trading, Pricing Analysis, FHA, Loans, Mortgage Banking, Credit, Refinance, Mortgage Lending, VA loans, Residential Mortgages, Loan Origination, USDA, Marketing, Financial Analysis, Real Estate, Asset Allocation, Investments, Equities, Portfolio Management, Risk Management, Investment Strategies, VA Loans
Education
University of Colorado at Boulder
Political Science and Government
Veritas Funding April 2011 - Present
Gros Ventures January 2011 - Present
Knox Capital Advisors May 2008 - August 2008
Morgan Stanley Wealth Management June 2007 - August 2007
Skills
Morningstar, Optimal Blue, Del Mar Data Trac, Secondary Interactive, Hedging, MBS, Bonds, Investor Relations, Trading, Pricing Analysis, FHA, Loans, Mortgage Banking, Credit, Refinance, Mortgage Lending, VA loans, Residential Mortgages, Loan Origination, USDA, Marketing, Financial Analysis, Real Estate, Asset Allocation, Investments, Equities, Portfolio Management, Risk Management, Investment Strategies, VA Loans
Education
University of Colorado at Boulder
Political Science and Government
Aaron Uh Aaron Uh's Morgan Stanley Wealth Management Experience January 2013 - May 2013
Job Technology Consulting Senior Analyst at Accenture
Industry Management Consulting
Experience
Accenture January 2014 - Present
Optimir Consulting June 2013 - December 2013
Optimir Consulting September 2011 - June 2013
Morgan Stanley Wealth Management January 2013 - May 2013
EPI-USE America, Inc. June 2012 - August 2012
Berkeley Educational Technology Services October 2011 - May 2012
Costar Int'l Enterprises June 2011 - August 2011
Skills
Microsoft Office Suite, Mas 90, Computer Repair, PowerPoint, Microsoft Excel, Microsoft Word, Research, HTML, Data Analysis, Social Media, SAP, Visio, Microsoft Office, Community Outreach, Access, Statistics, Basecamp, Analytics, Accounting, Negotiation, Strategic Communications, Economics, Financial Modeling, Public Speaking, Entrepreneurship
Education
UC Berkeley Haas School of Business 2012 — 2014
Bachelor of Science (B.S.), Business Administration
University of California, Berkeley 2009 — 2014
Bachelor of Arts (B.A.), Applied Mathematics
North Hollywood High School 2005 — 2009
High School Degree
Accenture January 2014 - Present
Optimir Consulting June 2013 - December 2013
Optimir Consulting September 2011 - June 2013
Morgan Stanley Wealth Management January 2013 - May 2013
EPI-USE America, Inc. June 2012 - August 2012
Berkeley Educational Technology Services October 2011 - May 2012
Costar Int'l Enterprises June 2011 - August 2011
Skills
Microsoft Office Suite, Mas 90, Computer Repair, PowerPoint, Microsoft Excel, Microsoft Word, Research, HTML, Data Analysis, Social Media, SAP, Visio, Microsoft Office, Community Outreach, Access, Statistics, Basecamp, Analytics, Accounting, Negotiation, Strategic Communications, Economics, Financial Modeling, Public Speaking, Entrepreneurship
Education
UC Berkeley Haas School of Business 2012 — 2014
Bachelor of Science (B.S.), Business Administration
University of California, Berkeley 2009 — 2014
Bachelor of Arts (B.A.), Applied Mathematics
North Hollywood High School 2005 — 2009
High School Degree
Matt Motia Matt Motia's Morgan Stanley Wealth Management Experience June 2009 - September 2009
Job Vice President at Preferred Business Credit
Industry Financial Services
Experience
Preferred Business Credit September 2010 - Present
Morgan Stanley Wealth Management June 2009 - September 2009
Preferred Business Credit June 2004 - August 2008
Diamond Reference Lab June 2007 - August 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft Outlook, QuickBooks, Accpac, Public Speaking, Business Development, Accounting, Teamwork, CPA
Education
University of California, Davis
Bachelor of Arts, Economics
Preferred Business Credit September 2010 - Present
Morgan Stanley Wealth Management June 2009 - September 2009
Preferred Business Credit June 2004 - August 2008
Diamond Reference Lab June 2007 - August 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft Outlook, QuickBooks, Accpac, Public Speaking, Business Development, Accounting, Teamwork, CPA
Education
University of California, Davis
Bachelor of Arts, Economics
Brent Ghan Brent Ghan's Morgan Stanley Wealth Management Experience July 2013 - November 2013
Job Audit Staff Accountant at Armanino LLP
Industry Financial Services
Experience
Armanino LLP September 2015 - Present
Navion Financial Advisors, LLC February 2012 - June 2014
Alpha Epsilon Pi April 2013 - April 2014
Morgan Stanley Wealth Management July 2013 - November 2013
Alpha Epsilon Pi, Chi Delta- UC Davis April 2012 - April 2013
URJ Camp Newman June 2010 - August 2011
Skills
Leadership, Management, Accounting, Investments, Financial Analysis, Project Management, Teamwork, Communication, Microsoft Excel, Event Planning, PowerPoint, Editing, Point and Figure..., Gretl, Microsoft Word, Google Groups, Non-profit Leadership
Education
University of California, Davis - Graduate School of Management 2014 — 2015
Master of Professional Accountancy, Accounting
UC Davis 2010 — 2014
Bachelor of Science (BS), Managerial Economics
Armanino LLP September 2015 - Present
Navion Financial Advisors, LLC February 2012 - June 2014
Alpha Epsilon Pi April 2013 - April 2014
Morgan Stanley Wealth Management July 2013 - November 2013
Alpha Epsilon Pi, Chi Delta- UC Davis April 2012 - April 2013
URJ Camp Newman June 2010 - August 2011
Skills
Leadership, Management, Accounting, Investments, Financial Analysis, Project Management, Teamwork, Communication, Microsoft Excel, Event Planning, PowerPoint, Editing, Point and Figure..., Gretl, Microsoft Word, Google Groups, Non-profit Leadership
Education
University of California, Davis - Graduate School of Management 2014 — 2015
Master of Professional Accountancy, Accounting
UC Davis 2010 — 2014
Bachelor of Science (BS), Managerial Economics
Scott D'Alessandri Scott D'Alessandri's Morgan Stanley Wealth Management Experience April 2011 - February 2013
Job Licensed, dynamic, analytical, and goaloriented Financial Professional!
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2011 - February 2013
MassMutual Financial Group September 2007 - March 2011
Dial America February 2006 - September 2007
Skills
Financial Analysis, Finance, Market Analysis, Investments, Strategic Planning, Retirement Planning, Business Strategy, Marketing, Management, Salesforce.com, Mutual Funds, Morningstar, Ibbotson, Series 63, Fixed Annuities, Leadership, Insurance, Analysis, Financial Modeling
Education
University of Connecticut 2001 — 2005
B.S., Mathematics and Statistics
Morgan Stanley Wealth Management April 2011 - February 2013
MassMutual Financial Group September 2007 - March 2011
Dial America February 2006 - September 2007
Skills
Financial Analysis, Finance, Market Analysis, Investments, Strategic Planning, Retirement Planning, Business Strategy, Marketing, Management, Salesforce.com, Mutual Funds, Morningstar, Ibbotson, Series 63, Fixed Annuities, Leadership, Insurance, Analysis, Financial Modeling
Education
University of Connecticut 2001 — 2005
B.S., Mathematics and Statistics
Avi Shah Avi Shah's Morgan Stanley Wealth Management Experience May 2012 - August 2012
Job Student at UC Berkeley
Industry Financial Services
Experience
Capital One 2015 - 2015
Gap Inc./GID June 2014 - August 2014
Morgan Stanley Wealth Management May 2012 - August 2012
Trubates April 2011 - August 2011
UC Berkeley August 2010 - December 2010
Alpine Hills Tennis and Swim Club June 2009 - September 2009
SayNow June 2008 - February 2009
Skills
Python, Java, Microsoft Word, Microsoft Excel, PowerPoint, Salesforce.com
Education
University of California, Berkeley 2011 — 2015
Bachelor of Arts (B.A.), Computer Science, Senior
Menlo-Atherton High School 2007 — 2010
Capital One 2015 - 2015
Gap Inc./GID June 2014 - August 2014
Morgan Stanley Wealth Management May 2012 - August 2012
Trubates April 2011 - August 2011
UC Berkeley August 2010 - December 2010
Alpine Hills Tennis and Swim Club June 2009 - September 2009
SayNow June 2008 - February 2009
Skills
Python, Java, Microsoft Word, Microsoft Excel, PowerPoint, Salesforce.com
Education
University of California, Berkeley 2011 — 2015
Bachelor of Arts (B.A.), Computer Science, Senior
Menlo-Atherton High School 2007 — 2010
Ivin Arquiza Ivin Arquiza's Morgan Stanley Wealth Management Experience May 2010 - Present
Job Registered Client Service Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2010 - Present
Morgan Stanley Smith Barney September 2008 - May 2010
Skills
Series 7, Series 66, Series 31, Series 9, Series 10, FINRA, Insurance
Education
University of California, Berkeley 2002 — 2007
Bachelor of Arts
Morgan Stanley Wealth Management May 2010 - Present
Morgan Stanley Smith Barney September 2008 - May 2010
Skills
Series 7, Series 66, Series 31, Series 9, Series 10, FINRA, Insurance
Education
University of California, Berkeley 2002 — 2007
Bachelor of Arts
Virginia Bosch's Morgan Stanley Wealth Management Experience November 2012 - April 2015
Job Complex Service Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley May 2015 - Present
Morgan Stanley Wealth Management November 2012 - April 2015
UBS Financial Services Inc. February 2010 - November 2012
UBS Financial Services Inc. March 2007 - January 2010
Skills
Series 7, Financial Modeling, Investments, Equities, Financial Analysis, Fixed Income, Portfolio Management, Wealth Management, Asset Managment, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Banking, Corporate Finance, Alternative Investments, Insurance
Education
University of California, Berkeley 2006 — 2006
Diploma, Finance
University of Buenos Aires 2000 — 2006
Bachelor, Economics
Morgan Stanley May 2015 - Present
Morgan Stanley Wealth Management November 2012 - April 2015
UBS Financial Services Inc. February 2010 - November 2012
UBS Financial Services Inc. March 2007 - January 2010
Skills
Series 7, Financial Modeling, Investments, Equities, Financial Analysis, Fixed Income, Portfolio Management, Wealth Management, Asset Managment, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Banking, Corporate Finance, Alternative Investments, Insurance
Education
University of California, Berkeley 2006 — 2006
Diploma, Finance
University of Buenos Aires 2000 — 2006
Bachelor, Economics
Gregg Kleinman's Morgan Stanley Wealth Management Experience 2006 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2006 - Present
Oppenheimer & Co. 2004 - 2005
Education
University of Central Florida 2002 — 2003
Master's Degree
University of Central Florida 1998 — 2002
Bachelor's Degree
Morgan Stanley Wealth Management 2006 - Present
Oppenheimer & Co. 2004 - 2005
Education
University of Central Florida 2002 — 2003
Master's Degree
University of Central Florida 1998 — 2002
Bachelor's Degree
Michelle Luong Michelle Luong's Morgan Stanley Wealth Management Experience July 2012 - September 2012
Job Recruiting Coordinator at Quantcast
Industry Staffing and Recruiting
Experience
Quantcast April 2015 - Present
Deloitte August 2014 - April 2015
Four Seasons Hotels and Resorts September 2013 - November 2013
Target June 2013 - August 2013
UC Davis Student Accounting March 2013 - June 2013
Morgan Stanley Wealth Management July 2012 - September 2012
Rite Aid Pharmacy June 2010 - February 2011
Skills
PowerPoint, Microsoft Word, Photoshop, Microsoft Excel, Microsoft Office, Social Networking, Event Planning, Public Speaking, Leadership, Customer Service
Education
University of California, Davis 2011 — 2014
Bachelor of Science (B.S.) Managerial Economics, Communication Minor
Quantcast April 2015 - Present
Deloitte August 2014 - April 2015
Four Seasons Hotels and Resorts September 2013 - November 2013
Target June 2013 - August 2013
UC Davis Student Accounting March 2013 - June 2013
Morgan Stanley Wealth Management July 2012 - September 2012
Rite Aid Pharmacy June 2010 - February 2011
Skills
PowerPoint, Microsoft Word, Photoshop, Microsoft Excel, Microsoft Office, Social Networking, Event Planning, Public Speaking, Leadership, Customer Service
Education
University of California, Davis 2011 — 2014
Bachelor of Science (B.S.) Managerial Economics, Communication Minor
Vanessa Solly Vanessa Solly's Morgan Stanley Wealth Management Experience 2010 - 2013
Job Studio Workflow Manager at White & Case LLP
Industry Marketing and Advertising
Experience
White & Case LLP May 2015 - Present
White & Case LLP 2013 - Present
Morgan Stanley Wealth Management 2010 - 2013
The Junior League of the City of New York 2004 - 2011
Pershing 2010 - 2010
First American Title 2007 - 2008
the Topps Company 2004 - 2007
T-Mobile 2001 - 2004
Skills
Advertising, Social Media, Facebook, Marketing Communications, Marketing Strategy, Marketing Budget, Budget Process, Timelines, Business Process, Proposal Writing, Product Development, Project Management, Integrated Marketing, Creative Strategy, Digital Marketing, Sales, Strategy
Education
University of Arizona 1997 — 2001
BA, Journalism
University of Arizona 1997 — 2001
Bachelor's degree, Journalism
White & Case LLP May 2015 - Present
White & Case LLP 2013 - Present
Morgan Stanley Wealth Management 2010 - 2013
The Junior League of the City of New York 2004 - 2011
Pershing 2010 - 2010
First American Title 2007 - 2008
the Topps Company 2004 - 2007
T-Mobile 2001 - 2004
Skills
Advertising, Social Media, Facebook, Marketing Communications, Marketing Strategy, Marketing Budget, Budget Process, Timelines, Business Process, Proposal Writing, Product Development, Project Management, Integrated Marketing, Creative Strategy, Digital Marketing, Sales, Strategy
Education
University of Arizona 1997 — 2001
BA, Journalism
University of Arizona 1997 — 2001
Bachelor's degree, Journalism
Parker Gates Parker Gates's Morgan Stanley Wealth Management Experience June 2007 - January 2010
Job
Industry Real Estate
Experience
New Western Acquisitions June 2015 - Present
Ericsson June 2011 - December 2014
Sony Music Entertainment May 2009 - August 2010
Morgan Stanley Wealth Management June 2007 - January 2010
Education
University of Arkansas - Sam M. Walton College of Business 2007 — 2011
Bachelor of Science in Business Administration (B.B.A.), Finance
St. Thomas Aquinas High School 2004 — 2007
New Western Acquisitions June 2015 - Present
Ericsson June 2011 - December 2014
Sony Music Entertainment May 2009 - August 2010
Morgan Stanley Wealth Management June 2007 - January 2010
Education
University of Arkansas - Sam M. Walton College of Business 2007 — 2011
Bachelor of Science in Business Administration (B.B.A.), Finance
St. Thomas Aquinas High School 2004 — 2007
Shawn Jensen, CFP®'s Morgan Stanley Wealth Management Experience October 2009 - December 2014
Job USAA Wealth Management
Industry Financial Services
Experience
USAA December 2014 - Present
Morgan Stanley Wealth Management October 2009 - December 2014
UBS Financial Services, Inc. July 2007 - October 2009
AG Edwards July 2005 - July 2007
Education
University of California, San Diego
Bachelor of Science, Economics; Management Science. Minor in Computer Arts
USAA December 2014 - Present
Morgan Stanley Wealth Management October 2009 - December 2014
UBS Financial Services, Inc. July 2007 - October 2009
AG Edwards July 2005 - July 2007
Education
University of California, San Diego
Bachelor of Science, Economics; Management Science. Minor in Computer Arts
Daniel Katz, CFA's Morgan Stanley Wealth Management Experience September 2010 - January 2013
Job Partner at Denver Private Wealth Management
Industry Financial Services
Experience
Denver Private Wealth Management 2014 - Present
Gill Capital Partners January 2013 - May 2014
Morgan Stanley Wealth Management September 2010 - January 2013
Ziegler Wealth Management March 2007 - September 2010
Skills
Alternative Investments, Investments, Series 7, Wealth Management, Investment Strategies, Investment Management, Financial Analysis, Portfolio Management, Series 63, Asset Allocation, Chartered Financial..., Asset Management, Fixed Income, Mutual Funds, Equities, Security Analysis, Due Diligence, Hedge Funds, Securities, Investment Advisory, Equity Research, Bloomberg, Equity Valuation, Securities Analysis, Bloomberg Terminal, ETFs, Capital Markets
Education
CFA Institute
CFA
University of Colorado at Boulder
BA Economics and English
Cherry Creek High School
Denver Private Wealth Management 2014 - Present
Gill Capital Partners January 2013 - May 2014
Morgan Stanley Wealth Management September 2010 - January 2013
Ziegler Wealth Management March 2007 - September 2010
Skills
Alternative Investments, Investments, Series 7, Wealth Management, Investment Strategies, Investment Management, Financial Analysis, Portfolio Management, Series 63, Asset Allocation, Chartered Financial..., Asset Management, Fixed Income, Mutual Funds, Equities, Security Analysis, Due Diligence, Hedge Funds, Securities, Investment Advisory, Equity Research, Bloomberg, Equity Valuation, Securities Analysis, Bloomberg Terminal, ETFs, Capital Markets
Education
CFA Institute
CFA
University of Colorado at Boulder
BA Economics and English
Cherry Creek High School
Peter Byeon's Morgan Stanley Wealth Management Experience April 2013 - Present
Job Registered Associate
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2013 - Present
Wells Fargo Bank January 2010 - April 2013
Wells Fargo Bank September 2009 - December 2009
Wells Fargo Investments April 2009 - August 2009
Wells Fargo Bank January 2006 - April 2009
Skills
Series 7, Investments, Portfolio Management, Wealth Management, Banking, Customer Service, Equities, Financial Analysis, Financial Services, Management, Microsoft Excel, Microsoft Office, Mutual Funds
Education
University of California, San Diego 2000 — 2005
Bachelor of Science (B.S.), Computer Science
Morgan Stanley Wealth Management April 2013 - Present
Wells Fargo Bank January 2010 - April 2013
Wells Fargo Bank September 2009 - December 2009
Wells Fargo Investments April 2009 - August 2009
Wells Fargo Bank January 2006 - April 2009
Skills
Series 7, Investments, Portfolio Management, Wealth Management, Banking, Customer Service, Equities, Financial Analysis, Financial Services, Management, Microsoft Excel, Microsoft Office, Mutual Funds
Education
University of California, San Diego 2000 — 2005
Bachelor of Science (B.S.), Computer Science
Ben Leong, CAIA's Morgan Stanley Wealth Management Experience June 2009 - December 2013
Job Senior Vice President | Alternative Investments at CAIS Group
Industry Financial Services
Experience
CAIS Group January 2014 - Present
Morgan Stanley Wealth Management June 2009 - December 2013
Citi Smith Barney September 2007 - June 2009
Citi Smith Barney 2005 - 2007
Skills
Series 7, Alternative Investments, Capital Markets, Hedge Funds, Fixed Income, Series 63, Mutual Funds, Wealth Management, Asset Allocation, Asset Management, Securities, Investment Management
Education
University of California, Irvine
Bachelor of Arts, Economics, Business Management
CAIS Group January 2014 - Present
Morgan Stanley Wealth Management June 2009 - December 2013
Citi Smith Barney September 2007 - June 2009
Citi Smith Barney 2005 - 2007
Skills
Series 7, Alternative Investments, Capital Markets, Hedge Funds, Fixed Income, Series 63, Mutual Funds, Wealth Management, Asset Allocation, Asset Management, Securities, Investment Management
Education
University of California, Irvine
Bachelor of Arts, Economics, Business Management
Randy Koontz's Morgan Stanley Wealth Management Experience March 2002 - August 2006
Job Wealth Management Specialist, First Vice President, Investments
Industry Investment Management
Experience
Pinnacle Wealth Management of Raymond James August 2006 - Present
Hope Cancer Resources January 2010 - December 2012
Morgan Stanley Wealth Management March 2002 - August 2006
A.G. Edwards & Sons, Inc. June 1990 - March 2002
Skills
Investments, Wealth Management, Retirement, Finance, Retirement Planning, Financial Advisory, Portfolio Management, Mutual Funds, Series 7, Series 63, Asset Allocation, Uniform Combined State..., Series 9/10, Insurance, Wealth Preservation..., 401k Rollovers, Trust Services
Education
University of Arkansas at Fayetteville 1985 — 1988
Finance, General
University of Central Arkansas 1984 — 1985
Charleston High School 1980 — 1984
High School Diploma, Football
Pinnacle Wealth Management of Raymond James August 2006 - Present
Hope Cancer Resources January 2010 - December 2012
Morgan Stanley Wealth Management March 2002 - August 2006
A.G. Edwards & Sons, Inc. June 1990 - March 2002
Skills
Investments, Wealth Management, Retirement, Finance, Retirement Planning, Financial Advisory, Portfolio Management, Mutual Funds, Series 7, Series 63, Asset Allocation, Uniform Combined State..., Series 9/10, Insurance, Wealth Preservation..., 401k Rollovers, Trust Services
Education
University of Arkansas at Fayetteville 1985 — 1988
Finance, General
University of Central Arkansas 1984 — 1985
Charleston High School 1980 — 1984
High School Diploma, Football
Audrey Chang's Morgan Stanley Wealth Management Experience January 2009 - June 2014
Job Branch Service Manager Senior Registered Client Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management June 2014 - Present
Morgan Stanley Wealth Management January 2009 - June 2014
Smith Barney August 2005 - January 2009
Merrill Lynch April 2000 - August 2005
Skills
Series 63, Wealth Management, Series 7, Uniform Combined State..., Retirement Planning, Asset Allocation, Mutual Funds, Series 65, FINRA, Securities, Investment Advisory, Investment Strategies, Retirement, Alternative Investments, Equities, Investments, Fixed Annuities, Fixed Income, Financial Advisory, Strategic Financial..., Wealth Management..., Portfolio Management, Asset Management
Education
University of California, San Diego 1995 — 2000
RBC Wealth Management June 2014 - Present
Morgan Stanley Wealth Management January 2009 - June 2014
Smith Barney August 2005 - January 2009
Merrill Lynch April 2000 - August 2005
Skills
Series 63, Wealth Management, Series 7, Uniform Combined State..., Retirement Planning, Asset Allocation, Mutual Funds, Series 65, FINRA, Securities, Investment Advisory, Investment Strategies, Retirement, Alternative Investments, Equities, Investments, Fixed Annuities, Fixed Income, Financial Advisory, Strategic Financial..., Wealth Management..., Portfolio Management, Asset Management
Education
University of California, San Diego 1995 — 2000
Gary L. Yoder's Morgan Stanley Wealth Management Experience October 1981 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 1981 - Present
Education
University of Cincinnati
University of Pennsylvania - The Wharton School
CIMA
Morgan Stanley Wealth Management October 1981 - Present
Education
University of Cincinnati
University of Pennsylvania - The Wharton School
CIMA
Jonathan Berger's Morgan Stanley Wealth Management Experience May 2009 - July 2009
Job Consultant at Accenture
Industry Financial Services
Experience
Accenture July 2015 - Present
Morgan Stanley January 2014 - Present
Morgan Stanley June 2012 - January 2014
Morgan Stanley February 2010 - May 2012
Morgan Stanley Wealth Management May 2009 - July 2009
Skills
Operational Efficiency, Operational Strategy, Operational Control, Operational Risk..., Global Deployment, Financial Analysis, Cost Efficiency, Operational..., Business Analysis, Business Planning, Cost Benefit, Microsoft Excel, Mutual Funds, Trading, Banking, Management, Equities, Financial Services, Fixed Income, Finance, Financial Risk, Investments, Portfolio Management
Education
University of Central Florida 2005 — 2009
Bachelors, Finance, Entrepreneurship
Syracuse University -- Florence 2008 — 2008
Accenture July 2015 - Present
Morgan Stanley January 2014 - Present
Morgan Stanley June 2012 - January 2014
Morgan Stanley February 2010 - May 2012
Morgan Stanley Wealth Management May 2009 - July 2009
Skills
Operational Efficiency, Operational Strategy, Operational Control, Operational Risk..., Global Deployment, Financial Analysis, Cost Efficiency, Operational..., Business Analysis, Business Planning, Cost Benefit, Microsoft Excel, Mutual Funds, Trading, Banking, Management, Equities, Financial Services, Fixed Income, Finance, Financial Risk, Investments, Portfolio Management
Education
University of Central Florida 2005 — 2009
Bachelors, Finance, Entrepreneurship
Syracuse University -- Florence 2008 — 2008
Michael Dietrich's Morgan Stanley Wealth Management Experience September 2012 - July 2013
Job Financial Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services July 2013 - Present
Morgan Stanley Wealth Management September 2012 - July 2013
The Dietrich Group Real Estate Company October 2008 - October 2012
Kodak Gallery/Sierra Nevada Pro Cycling Team October 2005 - December 2007
Education
University of Arizona
Bachelors of Science, Finance
Xaverian Brothers High School
UBS Financial Services July 2013 - Present
Morgan Stanley Wealth Management September 2012 - July 2013
The Dietrich Group Real Estate Company October 2008 - October 2012
Kodak Gallery/Sierra Nevada Pro Cycling Team October 2005 - December 2007
Education
University of Arizona
Bachelors of Science, Finance
Xaverian Brothers High School
Anneliese Keil's Morgan Stanley Wealth Management Experience April 2011 - Present
Job Vice President
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2011 - Present
LPL Financial Services April 2005 - April 2011
Securities America, Inc. 2002 - 2004
Education
University of San Diego 2004 — 2005
MBA, emphasis in Finance
University of California, Los Angeles 1993 — 1997
BA, Art History
Morgan Stanley Wealth Management April 2011 - Present
LPL Financial Services April 2005 - April 2011
Securities America, Inc. 2002 - 2004
Education
University of San Diego 2004 — 2005
MBA, emphasis in Finance
University of California, Los Angeles 1993 — 1997
BA, Art History
Andres (Andy) Magana's Morgan Stanley Wealth Management Experience July 2012 - August 2013
Job Financial Analyst at Visa Inc
Industry Financial Services
Experience
Visa August 2013 - Present
Morgan Stanley Wealth Management July 2012 - August 2013
Euphoria Gym June 2009 - July 2012
Mervyns August 2006 - October 2008
Skills
Investments, Finance, Financial Advisory, Retirement, Fixed Annuities, Credit, Loans, Insurance, Wealth, Cash Management, Wealth Management..., Asset Allocation, Personal Finance, Forecasting, Microsoft Excel, Strategic Financial..., Financial Services, Sales, Financial Planning, Financial Analysis, Management
Education
University of California, Berkeley 2002 — 2006
B of A, Economics
Alisal high school
Visa August 2013 - Present
Morgan Stanley Wealth Management July 2012 - August 2013
Euphoria Gym June 2009 - July 2012
Mervyns August 2006 - October 2008
Skills
Investments, Finance, Financial Advisory, Retirement, Fixed Annuities, Credit, Loans, Insurance, Wealth, Cash Management, Wealth Management..., Asset Allocation, Personal Finance, Forecasting, Microsoft Excel, Strategic Financial..., Financial Services, Sales, Financial Planning, Financial Analysis, Management
Education
University of California, Berkeley 2002 — 2006
B of A, Economics
Alisal high school
Serena Beltz's Morgan Stanley Wealth Management Experience May 2013 - November 2013
Job Associate at Rappaport Reiches Capital Management, LLC
Industry Consumer Services
Experience
Rappaport Reiches Capital Management, LLC June 2015 - Present
Byron Kilbourn November 2014 - Present
Read Cook Write February 2013 - Present
Morgan Stanley Wealth Management May 2013 - November 2013
Creative Circle May 2011 - January 2013
Silicon Valley Moms Group, LLC 2008 - November 2010
MAC Cosmetics October 2006 - May 2007
Northwestern University Medical School April 2004 - February 2005
CBOE May 2000 - August 2001
Classified Ventures April 1999 - May 2000
Skills
Social Media, Editing, Marketing, Event Planning, Blogger, Blogging, Social Networking, Creative Writing, Social Media Marketing, Facebook, Web Content, Feature Articles, Freelance Writing, Training, Copy Editing, Press Releases, Newsletters, Writing, Customer Service
Education
University of California, Berkeley
Liberal Arts
Mercy High School 1984 — 1988
St. Gabriel School 1984 — 1988
Rappaport Reiches Capital Management, LLC June 2015 - Present
Byron Kilbourn November 2014 - Present
Read Cook Write February 2013 - Present
Morgan Stanley Wealth Management May 2013 - November 2013
Creative Circle May 2011 - January 2013
Silicon Valley Moms Group, LLC 2008 - November 2010
MAC Cosmetics October 2006 - May 2007
Northwestern University Medical School April 2004 - February 2005
CBOE May 2000 - August 2001
Classified Ventures April 1999 - May 2000
Skills
Social Media, Editing, Marketing, Event Planning, Blogger, Blogging, Social Networking, Creative Writing, Social Media Marketing, Facebook, Web Content, Feature Articles, Freelance Writing, Training, Copy Editing, Press Releases, Newsletters, Writing, Customer Service
Education
University of California, Berkeley
Liberal Arts
Mercy High School 1984 — 1988
St. Gabriel School 1984 — 1988
Peter Nardin's Morgan Stanley Wealth Management Experience October 2013 - Present
Job Complex Business Development Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2013 - Present
UBS Wealth Management July 2007 - October 2013
Greenwich Associates August 2001 - July 2007
Skills
Wealth Management, Financial Analysis, Financial Modeling, Capital Markets, Coaching, Due Diligence, Business Analysis, Business Development, Management Consulting, Portfolio Management, Equities, Helping Clients Succeed, Friendly Personality, Investments, Fixed Income, Valuation, Asset Managment, Highly personable, Reliability, Competitive, Technically Competent, Asset Management
Education
Vanderbilt University 1995 — 1999
Brunswick High School 1991 — 1995
University of Colorado Boulder
Morgan Stanley Wealth Management October 2013 - Present
UBS Wealth Management July 2007 - October 2013
Greenwich Associates August 2001 - July 2007
Skills
Wealth Management, Financial Analysis, Financial Modeling, Capital Markets, Coaching, Due Diligence, Business Analysis, Business Development, Management Consulting, Portfolio Management, Equities, Helping Clients Succeed, Friendly Personality, Investments, Fixed Income, Valuation, Asset Managment, Highly personable, Reliability, Competitive, Technically Competent, Asset Management
Education
Vanderbilt University 1995 — 1999
Brunswick High School 1991 — 1995
University of Colorado Boulder
Papa Riewerts's Morgan Stanley Wealth Management Experience March 1987 - January 2003
Job Independent Investment Banking Professional
Industry Investment Banking
Experience
Morgan Stanley Wealth Management March 1987 - January 2003
Skills
Valuation, Equities, Sales Management, Capital Markets, Investment Banking, Marketing Strategy
Education
UC Berkeley 1950 — 1954
Business/Commerce, General
Morgan Stanley Wealth Management March 1987 - January 2003
Skills
Valuation, Equities, Sales Management, Capital Markets, Investment Banking, Marketing Strategy
Education
UC Berkeley 1950 — 1954
Business/Commerce, General
Tom Fores's Morgan Stanley Wealth Management Experience November 2011 - Present
Job Graystone Consulting | Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management November 2011 - Present
Acme Alpha LLC February 2010 - June 2011
Harvey & Company LLC June 2009 - September 2009
Beachside Cafe January 2008 - July 2009
California Alumni Association 2005 - 2007
Skills
Sales, Marketing, Trade Execution
Education
University of California, Santa Barbara 2005 — 2010
B.A., Business Economics and Accounting
Morgan Stanley Wealth Management November 2011 - Present
Acme Alpha LLC February 2010 - June 2011
Harvey & Company LLC June 2009 - September 2009
Beachside Cafe January 2008 - July 2009
California Alumni Association 2005 - 2007
Skills
Sales, Marketing, Trade Execution
Education
University of California, Santa Barbara 2005 — 2010
B.A., Business Economics and Accounting
Gerard Renk's Morgan Stanley Wealth Management Experience October 2012 - July 2013
Job Financial Consultant at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2014 - Present
Morgan Stanley Wealth Management October 2012 - July 2013
Union Bank January 2012 - October 2012
Private Family Office January 2005 - January 2012
Wells Fargo May 1994 - January 2005
Skills
Investments, Mutual Funds, Asset Allocation, Retirement Planning, 401k, Insurance
Education
University of California, Davis 1976 — 1981
Bachelor of Arts (BA), Psychology
crestmoor
crestmoor
Wells Fargo Advisors, LLC April 2014 - Present
Morgan Stanley Wealth Management October 2012 - July 2013
Union Bank January 2012 - October 2012
Private Family Office January 2005 - January 2012
Wells Fargo May 1994 - January 2005
Skills
Investments, Mutual Funds, Asset Allocation, Retirement Planning, 401k, Insurance
Education
University of California, Davis 1976 — 1981
Bachelor of Arts (BA), Psychology
crestmoor
crestmoor
Loran White's Morgan Stanley Wealth Management Experience January 2008 - January 2015
Job Business Professional
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2008 - January 2015
Bear Stearns April 2006 - December 2007
Skills
Series 7, Asset Allocation, Series 66
Education
University of Colorado Boulder 1974 — 1979
Bachelor of Science, Business Administration
Morgan Stanley Wealth Management January 2008 - January 2015
Bear Stearns April 2006 - December 2007
Skills
Series 7, Asset Allocation, Series 66
Education
University of Colorado Boulder 1974 — 1979
Bachelor of Science, Business Administration
Juran-Perez Moodley's Morgan Stanley Wealth Management Experience June 2013 - August 2013
Job Treasury Analyst
Industry Financial Services
Experience
Starwood Capital Group October 2014 - April 2015
Fordham University May 2013 - May 2014
Morgan Stanley Wealth Management June 2013 - August 2013
Skills
Friendly Personality, Teamwork, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Time Management, Research, Leadership, Critical Thinking, Team-oriented, English, Goal Oriented, People Skills, Public Speaking, Finance, Financial Analysis, Data Analysis, Access, Entrepreneurship, Always Punctual, Learning Quickly, Open Minded, Close Attention to..., Interpersonal..., Oral, Highly motivated..., Social Networking, Works well in a team, People-oriented, Self-driven, Determination, Patience, Volunteering, Facebook, Portfolio Management, Investments, Team Leadership, Accounting, Financial Modeling, Social Skills, Economics, Morningstar, Social Media, Social Media Marketing, Customer Service, Trade Finance, Market Research
Education
Fordham University 2011 — 2014
Bachelor of Finance, Finance
University of Cape Town 2009 — 2010
Starwood Capital Group October 2014 - April 2015
Fordham University May 2013 - May 2014
Morgan Stanley Wealth Management June 2013 - August 2013
Skills
Friendly Personality, Teamwork, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Time Management, Research, Leadership, Critical Thinking, Team-oriented, English, Goal Oriented, People Skills, Public Speaking, Finance, Financial Analysis, Data Analysis, Access, Entrepreneurship, Always Punctual, Learning Quickly, Open Minded, Close Attention to..., Interpersonal..., Oral, Highly motivated..., Social Networking, Works well in a team, People-oriented, Self-driven, Determination, Patience, Volunteering, Facebook, Portfolio Management, Investments, Team Leadership, Accounting, Financial Modeling, Social Skills, Economics, Morningstar, Social Media, Social Media Marketing, Customer Service, Trade Finance, Market Research
Education
Fordham University 2011 — 2014
Bachelor of Finance, Finance
University of Cape Town 2009 — 2010
James Altschuler's Morgan Stanley Wealth Management Experience June 2011 - July 2011
Job Student at University of Colorado, Entrepreneur and Web Designer
Industry Higher Education
Experience
Rememo April 2013 - Present
Morgan Stanley Wealth Management June 2011 - July 2011
Jaws Designs January 2009 - May 2011
The Voice LLC June 2010 - August 2010
Skills
Web Design, Entrepreneurship, Web Development, Graphic Design, Marketing Strategy, SEO, Social Media, Online Marketing, CMS, Web Marketing, Product Development, Image Manipulation, Team Leadership, Microsoft Word, Microsoft Office
Education
University of Colorado at Boulder 2011 — 2015
Bachelor's Degree, School of Communications, Certificate in Entrepreneurial Studies
University of New Haven 2014 — 2014
Exchange Student - Cultural Experiences Abroad, Barcelona, Spain
Staples High School 2007 — 2010
High School
Rememo April 2013 - Present
Morgan Stanley Wealth Management June 2011 - July 2011
Jaws Designs January 2009 - May 2011
The Voice LLC June 2010 - August 2010
Skills
Web Design, Entrepreneurship, Web Development, Graphic Design, Marketing Strategy, SEO, Social Media, Online Marketing, CMS, Web Marketing, Product Development, Image Manipulation, Team Leadership, Microsoft Word, Microsoft Office
Education
University of Colorado at Boulder 2011 — 2015
Bachelor's Degree, School of Communications, Certificate in Entrepreneurial Studies
University of New Haven 2014 — 2014
Exchange Student - Cultural Experiences Abroad, Barcelona, Spain
Staples High School 2007 — 2010
High School
David Turetzky's Morgan Stanley Wealth Management Experience February 2008 - Present
Job Senior Vice President , Branch Manager, Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2008 - Present
Morgan Stanley January 2006 - February 2008
Morgan Stanley January 2003 - January 2006
Morgan Stanley January 2002 - January 2003
Morgan Stanley January 2000 - January 2002
Skills
Wealth Management, Series 7, Series 63, Series 3, series 9, Series 10, Series 31, Series 65, FINRA, Asset Allocation, Securities, Finance, Mutual Funds, Investment Advisory, Portfolio Management, Financial Advisory, Investments, Series 24, Relationship Management
Education
University of Bridgeport 1981 — 1985
BS, Liberal Arts
Morgan Stanley Wealth Management February 2008 - Present
Morgan Stanley January 2006 - February 2008
Morgan Stanley January 2003 - January 2006
Morgan Stanley January 2002 - January 2003
Morgan Stanley January 2000 - January 2002
Skills
Wealth Management, Series 7, Series 63, Series 3, series 9, Series 10, Series 31, Series 65, FINRA, Asset Allocation, Securities, Finance, Mutual Funds, Investment Advisory, Portfolio Management, Financial Advisory, Investments, Series 24, Relationship Management
Education
University of Bridgeport 1981 — 1985
BS, Liberal Arts
Palumbo Nick's Morgan Stanley Wealth Management Experience 2012 - January 2014
Job Credit Analyst II at Columbia State Bank
Industry Accounting
Experience
Columbia State Bank March 2014 - Present
Morgan Stanley Wealth Management 2012 - January 2014
Palumbo Health Consulting June 2000 - June 2011
Skills
Retirement Plan..., Budgets, Personal Financial..., Leadership, 401(k) Plans, Strategic Planning, 529 Plans, Portfolio Management
Education
University of Cincinnati 2000 — 2004
BS, Education
Youngstown State University
Accounting
Columbia State Bank March 2014 - Present
Morgan Stanley Wealth Management 2012 - January 2014
Palumbo Health Consulting June 2000 - June 2011
Skills
Retirement Plan..., Budgets, Personal Financial..., Leadership, 401(k) Plans, Strategic Planning, 529 Plans, Portfolio Management
Education
University of Cincinnati 2000 — 2004
BS, Education
Youngstown State University
Accounting
Karl Singer's Morgan Stanley Wealth Management Experience October 2007 - December 2007
Job Management Associate at VSD, Inc.
Industry Investment Management
Experience
VSD August 2013 - Present
Bond Asset Management June 2010 - August 2013
Aiaks Capital May 2008 - September 2008
Morgan Stanley Wealth Management October 2007 - December 2007
Pinnacle Associates June 2007 - September 2007
Skills
Entrepreneurship
Education
University of Colorado at Boulder 2007 — 2010
Bachelor's degree, Applied Mathematics & Economics
VSD August 2013 - Present
Bond Asset Management June 2010 - August 2013
Aiaks Capital May 2008 - September 2008
Morgan Stanley Wealth Management October 2007 - December 2007
Pinnacle Associates June 2007 - September 2007
Skills
Entrepreneurship
Education
University of Colorado at Boulder 2007 — 2010
Bachelor's degree, Applied Mathematics & Economics
Chris Gosson's Morgan Stanley Wealth Management Experience March 2014 - Present
Job Business Analyst
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2014 - Present
Bank of Tokyo-Mitsubishi UFJ August 2011 - March 2014
FDM Group October 2007 - March 2014
UBS Investment Bank May 2008 - August 2011
Toaster Productions August 2007 - October 2007
ITV June 2007 - August 2007
BBC January 2007 - June 2007
Film and General Productions July 2004 - September 2005
Skills
Business Analysis, Hedge Funds, Banking, Management, Prime Brokerage, Portfolio Management, Wealth Management, Core Banking, Requirements Gathering, Requirements Analysis
Education
University of Exeter 2000 — 2003
BA, Economics
University of Brighton 2004 — 2006
HND, Electronic Engineering
Morgan Stanley Wealth Management March 2014 - Present
Bank of Tokyo-Mitsubishi UFJ August 2011 - March 2014
FDM Group October 2007 - March 2014
UBS Investment Bank May 2008 - August 2011
Toaster Productions August 2007 - October 2007
ITV June 2007 - August 2007
BBC January 2007 - June 2007
Film and General Productions July 2004 - September 2005
Skills
Business Analysis, Hedge Funds, Banking, Management, Prime Brokerage, Portfolio Management, Wealth Management, Core Banking, Requirements Gathering, Requirements Analysis
Education
University of Exeter 2000 — 2003
BA, Economics
University of Brighton 2004 — 2006
HND, Electronic Engineering
Jeff Earle's Morgan Stanley Wealth Management Experience January 2002 - Present
Job Vice President at Morgan Stanley Wealth Advisors
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2002 - Present
Club Med 1992 - 1995
Education
University of California, Berkeley 1989 — 1992
BA
Morgan Stanley Wealth Management January 2002 - Present
Club Med 1992 - 1995
Education
University of California, Berkeley 1989 — 1992
BA
Kristin Bloom's Morgan Stanley Wealth Management Experience June 2003 - January 2009
Job Financial Advisor, First Vice President Investments at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. January 2009 - Present
Morgan Stanley Wealth Management June 2003 - January 2009
AllianceBernstein January 1997 - June 2003
Education
University of Colorado Boulder
University of Massachusetts, Amherst
West Morris Mendham High School
UBS Financial Services Inc. January 2009 - Present
Morgan Stanley Wealth Management June 2003 - January 2009
AllianceBernstein January 1997 - June 2003
Education
University of Colorado Boulder
University of Massachusetts, Amherst
West Morris Mendham High School
Aric Goodman's Morgan Stanley Wealth Management Experience May 2011 - August 2013
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2013 - Present
Morgan Stanley Wealth Management May 2011 - August 2013
Colorado Ice Professional Indoor Football January 2012 - May 2013
Four Winds Interactive January 2011 - May 2011
Education
University of Colorado Boulder - Leeds School of Business 2007 — 2010
Bachelor of Business Administration (B.B.A.), Operations and Information Management
Wells Fargo Advisors August 2013 - Present
Morgan Stanley Wealth Management May 2011 - August 2013
Colorado Ice Professional Indoor Football January 2012 - May 2013
Four Winds Interactive January 2011 - May 2011
Education
University of Colorado Boulder - Leeds School of Business 2007 — 2010
Bachelor of Business Administration (B.B.A.), Operations and Information Management
Stephen Yoshida's Morgan Stanley Wealth Management Experience January 2011 - June 2011
Job Manager at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP August 2015 - Present
BDO USA, LLP July 2014 - July 2015
BDO USA, LLP June 2013 - June 2014
BDO USA, LLP June 2012 - June 2013
Visa June 2011 - September 2011
Morgan Stanley Wealth Management January 2011 - June 2011
Visa June 2010 - September 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Investments, Finance, Bloomberg
Education
University of California, Los Angeles 2009 — 2012
Bachelor of Science (B.S.), Mathematics - Economics
BDO USA, LLP August 2015 - Present
BDO USA, LLP July 2014 - July 2015
BDO USA, LLP June 2013 - June 2014
BDO USA, LLP June 2012 - June 2013
Visa June 2011 - September 2011
Morgan Stanley Wealth Management January 2011 - June 2011
Visa June 2010 - September 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Investments, Finance, Bloomberg
Education
University of California, Los Angeles 2009 — 2012
Bachelor of Science (B.S.), Mathematics - Economics
Andrew Guttas's Morgan Stanley Wealth Management Experience June 2012 - November 2013
Job Portfolio Management Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2013 - Present
Morgan Stanley Wealth Management June 2012 - November 2013
Morgan Stanley Wealth Management September 2011 - June 2012
Nadel Phelan, Inc. September 2010 - March 2011
Telephone Outreach Program, UC Santa Cruz September 2009 - September 2010
Skills
PowerPoint, Facebook, Microsoft Excel, Social Media Marketing, Social Media, Microsoft Word, Microsoft Office, Customer Service, Market Research, Public Speaking, Cold Calling, Marketing Strategy, Sales, Economics, Teamwork, Salesforce.com, Research, Marketing
Education
University of California, Santa Cruz 2007 — 2011
Bachelors of Science, Business Management and Economics
University of California, Santa Cruz 2007 — 2011
Bachelor's degree, Business Management and Economics
Morgan Stanley November 2013 - Present
Morgan Stanley Wealth Management June 2012 - November 2013
Morgan Stanley Wealth Management September 2011 - June 2012
Nadel Phelan, Inc. September 2010 - March 2011
Telephone Outreach Program, UC Santa Cruz September 2009 - September 2010
Skills
PowerPoint, Facebook, Microsoft Excel, Social Media Marketing, Social Media, Microsoft Word, Microsoft Office, Customer Service, Market Research, Public Speaking, Cold Calling, Marketing Strategy, Sales, Economics, Teamwork, Salesforce.com, Research, Marketing
Education
University of California, Santa Cruz 2007 — 2011
Bachelors of Science, Business Management and Economics
University of California, Santa Cruz 2007 — 2011
Bachelor's degree, Business Management and Economics
Sherwin Lau's Morgan Stanley Wealth Management Experience May 2011 - Present
Job Portfolio Management Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2011 - Present
UBS January 2008 - May 2011
Skills
Asset Allocation, Portfolio Management, Financial Modeling, Sensitivity Analysis, Correlation Analysis, Risk Management, Equities, Fixed Income, Wealth Management, Bloomberg, New Business Development, Investments, Alternative Investments, Capital Markets
Education
University of California, Santa Cruz 2004 — 2007
Bachelor of Arts (B.A.), Business Management and Economics
Morgan Stanley Wealth Management May 2011 - Present
UBS January 2008 - May 2011
Skills
Asset Allocation, Portfolio Management, Financial Modeling, Sensitivity Analysis, Correlation Analysis, Risk Management, Equities, Fixed Income, Wealth Management, Bloomberg, New Business Development, Investments, Alternative Investments, Capital Markets
Education
University of California, Santa Cruz 2004 — 2007
Bachelor of Arts (B.A.), Business Management and Economics
Sladjana Davidovic's Morgan Stanley Wealth Management Experience December 2012 - Present
Job
Industry Financial Services
Experience
Morgan Stanley Wealth Management December 2012 - Present
Skills
Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation
Education
USC 2004 — 2006
Master's degree, Teaching English as a Second or Foreign Language/ESL Language Instructor
Univerzitet u Beogradu / University of Belgrade 1992 — 1997
Bachelor of Arts (B.A.), English Language and Literature, General
Morgan Stanley Wealth Management December 2012 - Present
Skills
Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation
Education
USC 2004 — 2006
Master's degree, Teaching English as a Second or Foreign Language/ESL Language Instructor
Univerzitet u Beogradu / University of Belgrade 1992 — 1997
Bachelor of Arts (B.A.), English Language and Literature, General
Terrie Yung's Morgan Stanley Wealth Management Experience November 2008 - June 2010
Job Registered Investment Associate at Wescom Financial Services
Industry Financial Services
Experience
Wescom Financial Services August 2013 - Present
Wescom Financial Services July 2010 - February 2011
Morgan Stanley Wealth Management November 2008 - June 2010
Wescom Financial Services May 2006 - September 2008
Wells Fargo August 2005 - April 2006
Skills
Retirement Planning, Investments, Mutual Funds, Financial Analysis, Series 7, Equities, Fixed Annuities, Securities, Retirement, Banking, Wealth Management, Series 63, Portfolio Management, Fixed Income, Insurance, Bloomberg, Financial Services
Education
UCLA 2000 — 2002
Bachelor of Arts (BA), Economics
Wescom Financial Services August 2013 - Present
Wescom Financial Services July 2010 - February 2011
Morgan Stanley Wealth Management November 2008 - June 2010
Wescom Financial Services May 2006 - September 2008
Wells Fargo August 2005 - April 2006
Skills
Retirement Planning, Investments, Mutual Funds, Financial Analysis, Series 7, Equities, Fixed Annuities, Securities, Retirement, Banking, Wealth Management, Series 63, Portfolio Management, Fixed Income, Insurance, Bloomberg, Financial Services
Education
UCLA 2000 — 2002
Bachelor of Arts (BA), Economics
Earl Johnson CTFA, AIFA's Morgan Stanley Wealth Management Experience 2014 - 2015
Job at Capital One Bank
Industry Financial Services
Experience
Capital One July 2015 - Present
Pride Technologies at Morgan Stanley Private Bank April 2015 - Present
Morgan Stanley Wealth Management 2014 - 2015
Experis February 2012 - March 2014
Bank of America May 2008 - January 2012
Merrill Lynch Bank and Trust January 2006 - May 2008
Skills
Wealth Management, Risk Management, Compliance, Project Management, Team Building, Team Leadership, Analytical Skills, Staff Development, Employee Training, Special Asset Management, Loans, Securities, Asset Management, Mortgage Lending, Mutual Funds, Banking, Commercial Lending, Investment Management, Financial Planning, Financial Services, Finance, Investments, Portfolio Management, Wealth
Education
CANNON FINANCIAL INSTITUTE 2012 — 2014
DIPLOMA, PERSONAL TRUST/FINANCIAL ADVISORY
Fairleigh Dickinson University-Florham Campus 2008 — 2009
CERTIFICATE-AMERICAN BAR ASSOC. CERTIFIED, PARALEGAL STUDIES, HONORS
American Bankers Association
Certified Trust Financial Advisor, Wealth Management and Trust
University of California, Los Angeles
Capital One July 2015 - Present
Pride Technologies at Morgan Stanley Private Bank April 2015 - Present
Morgan Stanley Wealth Management 2014 - 2015
Experis February 2012 - March 2014
Bank of America May 2008 - January 2012
Merrill Lynch Bank and Trust January 2006 - May 2008
Skills
Wealth Management, Risk Management, Compliance, Project Management, Team Building, Team Leadership, Analytical Skills, Staff Development, Employee Training, Special Asset Management, Loans, Securities, Asset Management, Mortgage Lending, Mutual Funds, Banking, Commercial Lending, Investment Management, Financial Planning, Financial Services, Finance, Investments, Portfolio Management, Wealth
Education
CANNON FINANCIAL INSTITUTE 2012 — 2014
DIPLOMA, PERSONAL TRUST/FINANCIAL ADVISORY
Fairleigh Dickinson University-Florham Campus 2008 — 2009
CERTIFICATE-AMERICAN BAR ASSOC. CERTIFIED, PARALEGAL STUDIES, HONORS
American Bankers Association
Certified Trust Financial Advisor, Wealth Management and Trust
University of California, Los Angeles
Erick Montiel's Morgan Stanley Wealth Management Experience October 2013 - Present
Job Vice President
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2013 - Present
SunAmerica Financial Group July 2011 - October 2013
Nationwide Insurance December 2008 - July 2011
Prudential Financial April 2007 - November 2008
AXA Distributors January 2002 - April 2007
Skills
Series 7, Series 63, Variable Annuities, Mutual Funds, Fixed Annuities, Wholesale, Sales Management, Sales Presentations, Investment Advisory, Investment Strategies, Retirement Planning, Retirement, 401k, Asset Allocation, Series 65, Series 6
Education
University of California, Berkeley 1993 — 1998
Bachelor's degree, Economics
University of California, Berkeley 1993 — 1998
Bachelor's degree, Biochemistry and Molecular Biology
Morgan Stanley Wealth Management October 2013 - Present
SunAmerica Financial Group July 2011 - October 2013
Nationwide Insurance December 2008 - July 2011
Prudential Financial April 2007 - November 2008
AXA Distributors January 2002 - April 2007
Skills
Series 7, Series 63, Variable Annuities, Mutual Funds, Fixed Annuities, Wholesale, Sales Management, Sales Presentations, Investment Advisory, Investment Strategies, Retirement Planning, Retirement, 401k, Asset Allocation, Series 65, Series 6
Education
University of California, Berkeley 1993 — 1998
Bachelor's degree, Economics
University of California, Berkeley 1993 — 1998
Bachelor's degree, Biochemistry and Molecular Biology
Lauren Barney's Morgan Stanley Wealth Management Experience August 2011 - July 2012
Job Product Analyst at Allsteel
Industry Furniture
Experience
Allsteel September 2014 - Present
BlackRock August 2013 - September 2014
Delta Delta Delta January 2012 - December 2012
Morgan Stanley Wealth Management August 2011 - July 2012
Mathnasium - The Math Learning Center June 2009 - September 2010
Skills
C++, Microsoft Excel, Microsoft Word, Java, JavaScript, XHTML, XML, CSS, Matlab, PowerPoint, Photoshop Elements, Outlook, Operating Budgets, Research
Education
UCLA 2009 — 2013
Bachelor's degree, Applied Mathematics
San Marino High School 2005 — 2009
High School diploma, General Studies
Allsteel September 2014 - Present
BlackRock August 2013 - September 2014
Delta Delta Delta January 2012 - December 2012
Morgan Stanley Wealth Management August 2011 - July 2012
Mathnasium - The Math Learning Center June 2009 - September 2010
Skills
C++, Microsoft Excel, Microsoft Word, Java, JavaScript, XHTML, XML, CSS, Matlab, PowerPoint, Photoshop Elements, Outlook, Operating Budgets, Research
Education
UCLA 2009 — 2013
Bachelor's degree, Applied Mathematics
San Marino High School 2005 — 2009
High School diploma, General Studies
Austin Liu's Morgan Stanley Wealth Management Experience June 2012 - Present
Job Consulting Group Analyst at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2012 - Present
Education
UCLA
BA, Economics
Morgan Stanley Wealth Management June 2012 - Present
Education
UCLA
BA, Economics
Carl Montgomery's Morgan Stanley Wealth Management Experience 2000 - Present
Job Senior Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2000 - Present
Merrill Lynch 1988 - 2000
Education
University of California, Berkeley
Morgan Stanley Wealth Management 2000 - Present
Merrill Lynch 1988 - 2000
Education
University of California, Berkeley
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.