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
Araya Mesfin Araya Mesfin's Morgan Stanley Wealth Management Experience September 2008 - January 2014
Job First Vice President Wealth Management
Industry Financial Services
Experience
UBS January 2014 - Present
Morgan Stanley Wealth Management September 2008 - January 2014
Skills
Wealth Management, Retirement Planning, Investments, Series 7, Equities, Strategic Financial..., Mutual Funds, Portfolio Management, Asset Allocation, Financial Modeling, Asset Management, Investment Advisory, Financial Analysis, Alternative Investments, Series 63, Financial Planning
Education
Berry College 1993 — 1998
Bachelor of Science, Physics, Biology
Tucker High School 1991 — 1993
Clarkston High School 1990 — 1991
UBS January 2014 - Present
Morgan Stanley Wealth Management September 2008 - January 2014
Skills
Wealth Management, Retirement Planning, Investments, Series 7, Equities, Strategic Financial..., Mutual Funds, Portfolio Management, Asset Allocation, Financial Modeling, Asset Management, Investment Advisory, Financial Analysis, Alternative Investments, Series 63, Financial Planning
Education
Berry College 1993 — 1998
Bachelor of Science, Physics, Biology
Tucker High School 1991 — 1993
Clarkston High School 1990 — 1991
Chris Ramelb Chris Ramelb's Morgan Stanley Wealth Management Experience March 2013 - January 2014
Job Audit Assistant at Deloitte
Industry Accounting
Experience
Deloitte November 2014 - Present
PwC June 2014 - August 2014
Rockhurst University August 2012 - May 2014
Morgan Stanley Wealth Management March 2013 - January 2014
Hy Vee May 2007 - August 2013
Skills
Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Microsoft Excel, Data Entry, Event Planning, Public Speaking, Teamwork, Facebook, Social Media, Spanish, Time Management
Education
Bellevue University 2014 — 2015
Accounting
University of Nebraska at Omaha 2014 — 2015
Accounting
Rockhurst University 2010 — 2014
Bachelor of Science (B.S.) in Business Administration, Accounting and Finance
Skutt Catholic High School 2006 — 2010
Creighton University
Creighton University
Deloitte November 2014 - Present
PwC June 2014 - August 2014
Rockhurst University August 2012 - May 2014
Morgan Stanley Wealth Management March 2013 - January 2014
Hy Vee May 2007 - August 2013
Skills
Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Microsoft Excel, Data Entry, Event Planning, Public Speaking, Teamwork, Facebook, Social Media, Spanish, Time Management
Education
Bellevue University 2014 — 2015
Accounting
University of Nebraska at Omaha 2014 — 2015
Accounting
Rockhurst University 2010 — 2014
Bachelor of Science (B.S.) in Business Administration, Accounting and Finance
Skutt Catholic High School 2006 — 2010
Creighton University
Creighton University
Jasper Huang Jasper Huang's Morgan Stanley Wealth Management Experience May 2013 - August 2013
Job Incoming Analyst Structured Investments at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
The Vanguard Newspaper, Bentley University September 2011 - December 2014
Morgan Stanley June 2014 - August 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Morgan Stanley June 2012 - August 2012
HSBC June 2010 - August 2010
Kumon October 2008 - June 2009
Skills
Dual-language fluency..., Public Speaking, High Impact..., Forensic Speaking &..., Multi-platform computer..., Fixed income securities, Derivative products, VBA programming, SQL programming, Bloomberg Software, FactSet Suite, Risk profiling/hedging, Bond..., 2D Graphic Design, Adobe Photoshop Suite, Derivatives, SQL, Fixed Income, VBA, Capital Markets, Bloomberg, Management, Research
Education
Bentley University 2011 — 2015
Bachelor of Science (B.S.)
Livingston High School 2007 — 2011
Morgan Stanley August 2014 - Present
The Vanguard Newspaper, Bentley University September 2011 - December 2014
Morgan Stanley June 2014 - August 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Morgan Stanley June 2012 - August 2012
HSBC June 2010 - August 2010
Kumon October 2008 - June 2009
Skills
Dual-language fluency..., Public Speaking, High Impact..., Forensic Speaking &..., Multi-platform computer..., Fixed income securities, Derivative products, VBA programming, SQL programming, Bloomberg Software, FactSet Suite, Risk profiling/hedging, Bond..., 2D Graphic Design, Adobe Photoshop Suite, Derivatives, SQL, Fixed Income, VBA, Capital Markets, Bloomberg, Management, Research
Education
Bentley University 2011 — 2015
Bachelor of Science (B.S.)
Livingston High School 2007 — 2011
Kevin Vandekamp Kevin Vandekamp's Morgan Stanley Wealth Management Experience June 2013 - August 2014
Job Audit Intern at Deloitte & Touche
Industry Accounting
Experience
Deloitte June 2015 - August 2015
Vitaligent, LLC November 2014 - April 2015
Morgan Stanley Wealth Management June 2013 - August 2014
Cultivation Capital June 2013 - September 2013
Synergy Golf Group June 2012 - September 2013
Skills
Bill.com, QuickBooks, Microsoft Excel, Bookkeeping, Public Speaking, Microsoft Office, PowerPoint, Accounts Payable, Management, Event Planning, Research
Education
Biola University 2015 — 2016
Master of Professional Accountancy
Biola University 2012 — 2015
B.S. in Business Administration - Accounting, Summa Cum Laude
Deloitte June 2015 - August 2015
Vitaligent, LLC November 2014 - April 2015
Morgan Stanley Wealth Management June 2013 - August 2014
Cultivation Capital June 2013 - September 2013
Synergy Golf Group June 2012 - September 2013
Skills
Bill.com, QuickBooks, Microsoft Excel, Bookkeeping, Public Speaking, Microsoft Office, PowerPoint, Accounts Payable, Management, Event Planning, Research
Education
Biola University 2015 — 2016
Master of Professional Accountancy
Biola University 2012 — 2015
B.S. in Business Administration - Accounting, Summa Cum Laude
Nicholas Betro's Morgan Stanley Wealth Management Experience June 2011 - Present
Job Consulting Group Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Morgan Stanley Wealth Management June 2011 - Present
SECURITIES AND EXCHANGE COMMISSION June 2010 - August 2010
BLOOMBERG, L.P. May 2009 - August 2009
Gabelli Asset Management June 2008 - July 2008
JNK Securities May 2007 - June 2007
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2012
Master of Business Administration (MBA), Finance
Bentley University
Bachelor of Science, Managerial Economics and Liberal Studies; Quantitative Perspectives
Bentley University
McCallum Graduate School of Business M.B.A, Finance
Morgan Stanley October 2014 - Present
Morgan Stanley Wealth Management June 2011 - Present
SECURITIES AND EXCHANGE COMMISSION June 2010 - August 2010
BLOOMBERG, L.P. May 2009 - August 2009
Gabelli Asset Management June 2008 - July 2008
JNK Securities May 2007 - June 2007
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2012
Master of Business Administration (MBA), Finance
Bentley University
Bachelor of Science, Managerial Economics and Liberal Studies; Quantitative Perspectives
Bentley University
McCallum Graduate School of Business M.B.A, Finance
Kelly Lai, CPA's Morgan Stanley Wealth Management Experience 2013 - 2014
Job Intermediate Financial Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch 2014 - Present
Morgan Stanley Wealth Management 2013 - 2014
ICON Investments 2010 - 2013
MSCI Inc. 2008 - 2009
Skills
Financial Accounting, Great Plains Software, FRx, Cognos, Microsoft Dynamics SL, Hedge Funds, SEC filings, Financial Reporting, Financial Analysis, Financial Statements, Annual Reports, XBRL, Microsoft Office, GAAP, Oracle
Education
Baruch College 2005 — 2009
BBA, Public Accounting
Bank of America Merrill Lynch 2014 - Present
Morgan Stanley Wealth Management 2013 - 2014
ICON Investments 2010 - 2013
MSCI Inc. 2008 - 2009
Skills
Financial Accounting, Great Plains Software, FRx, Cognos, Microsoft Dynamics SL, Hedge Funds, SEC filings, Financial Reporting, Financial Analysis, Financial Statements, Annual Reports, XBRL, Microsoft Office, GAAP, Oracle
Education
Baruch College 2005 — 2009
BBA, Public Accounting
Ryan Kayfes's Morgan Stanley Wealth Management Experience March 2013 - June 2013
Job Investment Consultant / Stock Broker at Scottrade Inc.
Industry Financial Services
Experience
Scottrade December 2014 - Present
Ameriprise Financial Services, Inc. September 2013 - September 2014
Morgan Stanley Wealth Management March 2013 - June 2013
Shawmut Design and Construction July 2012 - April 2013
Fidelity Investments June 2011 - August 2011
Bentley University January 2010 - May 2011
Blue Line Sports September 2006 - April 2007
Skills
Sales, Marketing, Management, Finance, Leadership, Investments, Series 7, Financial Analysis, Microsoft Excel, Competitive Analysis, Business Analysis, Program Management, Salesforce.com, Relationship Management, Building Relationships, Analysis, Risk Management, Customer Service, Microsoft Office, PowerPoint
Education
Bentley University 2008 — 2012
BS in Finance, Minor in Law
Scottrade December 2014 - Present
Ameriprise Financial Services, Inc. September 2013 - September 2014
Morgan Stanley Wealth Management March 2013 - June 2013
Shawmut Design and Construction July 2012 - April 2013
Fidelity Investments June 2011 - August 2011
Bentley University January 2010 - May 2011
Blue Line Sports September 2006 - April 2007
Skills
Sales, Marketing, Management, Finance, Leadership, Investments, Series 7, Financial Analysis, Microsoft Excel, Competitive Analysis, Business Analysis, Program Management, Salesforce.com, Relationship Management, Building Relationships, Analysis, Risk Management, Customer Service, Microsoft Office, PowerPoint
Education
Bentley University 2008 — 2012
BS in Finance, Minor in Law
Brian M. Znoj, CFA's Morgan Stanley Wealth Management Experience October 2007 - Present
Job Assistant Vice President, Portfolio Management Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2007 - Present
Smith Barney January 2000 - October 2007
Education
Bentley College 1996 — 2000
Bachelor's degree, Finance, General
Morgan Stanley Wealth Management October 2007 - Present
Smith Barney January 2000 - October 2007
Education
Bentley College 1996 — 2000
Bachelor's degree, Finance, General
Bill Lasoskie, CFP® Bill Lasoskie, CFP®'s Morgan Stanley Wealth Management Experience May 2005 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2005 - Present
UBS Wealth Management 2002 - 2005
UBSPaineWebber April 1999 - May 2002
PaineWebber June 1990 - October 2001
Education
Bentley College 1983 — 1985
BS, Marketing Management
Western New England College 1981 — 1983
Business Administration
Morgan Stanley Wealth Management May 2005 - Present
UBS Wealth Management 2002 - 2005
UBSPaineWebber April 1999 - May 2002
PaineWebber June 1990 - October 2001
Education
Bentley College 1983 — 1985
BS, Marketing Management
Western New England College 1981 — 1983
Business Administration
Kayla Jackson Kayla Jackson's Morgan Stanley Wealth Management Experience May 2013 - August 2013
Job Project Coordinator at UT Southwestern Medical Center
Industry Information Technology and Services
Experience
UT Southwestern Medical Center September 2015 - Present
UT Southwestern Medical Center July 2015 - September 2015
Protiviti July 2014 - June 2015
Morgan Stanley Wealth Management May 2013 - August 2013
Acceleron Learning May 2011 - 2013
Texas Health Presbyterian Hospital Flower Mound May 2012 - June 2012
Skills
E-Learning, Systems Analysis &..., Healthcare, Management, Information Technology, Financial Services, Public Speaking, Project Management, Product Marketing, Product Development, Product Management
Education
Texas Woman's University 2015 — 2016
Master’s Degree, Health Systems Management
Baylor University - Hankamer School of Business 2010 — 2014
Bachelor's Degree, Management Information Systems and Management, 3.79
Coronado High School 2006 — 2010
UT Southwestern Medical Center September 2015 - Present
UT Southwestern Medical Center July 2015 - September 2015
Protiviti July 2014 - June 2015
Morgan Stanley Wealth Management May 2013 - August 2013
Acceleron Learning May 2011 - 2013
Texas Health Presbyterian Hospital Flower Mound May 2012 - June 2012
Skills
E-Learning, Systems Analysis &..., Healthcare, Management, Information Technology, Financial Services, Public Speaking, Project Management, Product Marketing, Product Development, Product Management
Education
Texas Woman's University 2015 — 2016
Master’s Degree, Health Systems Management
Baylor University - Hankamer School of Business 2010 — 2014
Bachelor's Degree, Management Information Systems and Management, 3.79
Coronado High School 2006 — 2010
James Gillock's Morgan Stanley Wealth Management Experience May 2013 - July 2013
Job Analyst at Tolleson Wealth Management
Industry Financial Services
Experience
Tolleson Wealth Management May 2015 - Present
UBS August 2014 - May 2015
Baylor University January 2015 - April 2015
Tolleson Wealth Management May 2014 - August 2014
J.Crew May 2012 - July 2014
Morgan Stanley Wealth Management May 2013 - July 2013
Wells Fargo Advisors February 2013 - May 2013
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Event Planning, Social Media, Fundraising, Asset Allocation, Stocks, Retail Sales, Sales, Public Speaking, Estate Planning, Philanthropy, Retirement Planning, Property & Casualty..., Life Insurance, Health Insurance
Education
Baylor University 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Tolleson Wealth Management May 2015 - Present
UBS August 2014 - May 2015
Baylor University January 2015 - April 2015
Tolleson Wealth Management May 2014 - August 2014
J.Crew May 2012 - July 2014
Morgan Stanley Wealth Management May 2013 - July 2013
Wells Fargo Advisors February 2013 - May 2013
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Event Planning, Social Media, Fundraising, Asset Allocation, Stocks, Retail Sales, Sales, Public Speaking, Estate Planning, Philanthropy, Retirement Planning, Property & Casualty..., Life Insurance, Health Insurance
Education
Baylor University 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Financial Management Services
William Aldred's Morgan Stanley Wealth Management Experience 2006 - Present
Job Vice President/ Complex Service Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2006 - Present
Banc of America Investments 2000 - 2006
American Express Financial Advisors 1999 - 2000
Skills
Series 7, Series 24, Series 9, Series 10, Series 63
Education
Bentley University 1995 — 1999
Bachelor of Science (B.S.), Finance, General
Bishop Fenwick
Morgan Stanley Wealth Management 2006 - Present
Banc of America Investments 2000 - 2006
American Express Financial Advisors 1999 - 2000
Skills
Series 7, Series 24, Series 9, Series 10, Series 63
Education
Bentley University 1995 — 1999
Bachelor of Science (B.S.), Finance, General
Bishop Fenwick
Kimberly Bucello Kimberly Bucello's Morgan Stanley Wealth Management Experience October 2013 - Present
Job Vice President PWM Professional Development at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2013 - Present
Barclays September 2008 - October 2013
Lehman Brothers July 2005 - September 2008
Lehman Brothers February 2002 - July 2005
Skills
Series 7, Asset Management, Securities, Wealth Management, Series 63, Portfolio Management, Relationship Management, Talent Management, Wealth Management..., Trading, Mutual Funds, Learning Management, Diversity & Inclusion, Fixed Income, Organizational Learning, Performance Management, Training, Project Management, Equities, Investments, Hedge Funds, Professional..., Training Delivery, Development Of Employees, Business Strategy, Human Capital
Education
Binghamton University 1994 — 1998
Bachelor of Arts (BA), Economics
Morgan Stanley Wealth Management October 2013 - Present
Barclays September 2008 - October 2013
Lehman Brothers July 2005 - September 2008
Lehman Brothers February 2002 - July 2005
Skills
Series 7, Asset Management, Securities, Wealth Management, Series 63, Portfolio Management, Relationship Management, Talent Management, Wealth Management..., Trading, Mutual Funds, Learning Management, Diversity & Inclusion, Fixed Income, Organizational Learning, Performance Management, Training, Project Management, Equities, Investments, Hedge Funds, Professional..., Training Delivery, Development Of Employees, Business Strategy, Human Capital
Education
Binghamton University 1994 — 1998
Bachelor of Arts (BA), Economics
Mayra Oviedo's Morgan Stanley Wealth Management Experience 1991 - Present
Job Director at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Big Brothers Big Sisters of NYC September 2005 - Present
Morgan Stanley Smith Barney June 2009 - Present
Morgan Stanley Wealth Management 1991 - Present
Smith Barney Inc. May 2005 - June 2009
Smith Barney Inc. November 1997 - May 2005
Skills
Wealth Management, Management, Financial Services, Risk Assessment, Legal Compliance, Legal Issues, Legal Review, Event Planning, Networking, Marketing, Social Media, Accounting, Training, Leadership, Nonprofits, Recruiting, Fundraising, Entrepreneurship, Social Networking, Community Outreach, Microsoft Office, Public Speaking, Spanish
Education
Baruch College 2000 — 2004
Bachelor of Business Administration (B.B.A.), Entrepreneurial and Small Business Operations
Borough of Manhattan Community College 1998 — 2000
Associate of Arts (A.A.), Business Administration and Management, General
Big Brothers Big Sisters of NYC September 2005 - Present
Morgan Stanley Smith Barney June 2009 - Present
Morgan Stanley Wealth Management 1991 - Present
Smith Barney Inc. May 2005 - June 2009
Smith Barney Inc. November 1997 - May 2005
Skills
Wealth Management, Management, Financial Services, Risk Assessment, Legal Compliance, Legal Issues, Legal Review, Event Planning, Networking, Marketing, Social Media, Accounting, Training, Leadership, Nonprofits, Recruiting, Fundraising, Entrepreneurship, Social Networking, Community Outreach, Microsoft Office, Public Speaking, Spanish
Education
Baruch College 2000 — 2004
Bachelor of Business Administration (B.B.A.), Entrepreneurial and Small Business Operations
Borough of Manhattan Community College 1998 — 2000
Associate of Arts (A.A.), Business Administration and Management, General
Frederick Yu, CPA Frederick Yu, CPA's Morgan Stanley Wealth Management Experience February 2011 - Present
Job Assistant Vice President, Managed Futures Fund Accounting & Financial Reporting at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2011 - Present
Wing Yu Company June 2003 - February 2011
Skills
Fund Accounting, Financial Reporting, Tax, Accounting, CPA, Cash Management, Financial Accounting, Financial Statements, Account Reconciliation, Valuation, US GAAP, SEC filings, Financial Analysis, Financial Modeling, Tax Accounting, Managed Futures, Options, Fund Of Funds, Income Tax
Education
Baruch College 2005 — 2007
Bachelor of Business Administration (B.B.A.), Accounting, 3.979 GPA
SUNY Stony Brook 2000 — 2003
Bachelor of Science (BS), Economics
Morgan Stanley Wealth Management February 2011 - Present
Wing Yu Company June 2003 - February 2011
Skills
Fund Accounting, Financial Reporting, Tax, Accounting, CPA, Cash Management, Financial Accounting, Financial Statements, Account Reconciliation, Valuation, US GAAP, SEC filings, Financial Analysis, Financial Modeling, Tax Accounting, Managed Futures, Options, Fund Of Funds, Income Tax
Education
Baruch College 2005 — 2007
Bachelor of Business Administration (B.B.A.), Accounting, 3.979 GPA
SUNY Stony Brook 2000 — 2003
Bachelor of Science (BS), Economics
Shilpa Panutula Shilpa Panutula's Morgan Stanley Wealth Management Experience April 2013 - July 2014
Job Senior Business Objects Lead Devleoper at IT Consulting Services Inc.
Industry Computer Software
Experience
IT Consulting Services Inc. September 2014 - Present
Morgan Stanley Wealth Management April 2013 - July 2014
Shire Pharmaceuticals February 2013 - March 2013
TD Bank November 2010 - January 2013
Wells Fargo Home Mortgage April 2010 - October 2010
IT Consulting Services Inc. October 2009 - March 2010
First American Home Buyers Protection June 2008 - July 2009
Skills
Business Objects, Data Modeling, Informatica, Data Warehousing, SQL, Crystal Reports, SAP Data Services, Datastage, ETL, Analytics, Data Integration, SDLC, Business Intelligence, Teradata, Requirements Analysis, Business Analysis, Oracle
Education
McNeese State University 2005 — 2007
MS, Computer Science
Berhampur University 1997 — 2003
B.E., Information Technology
IT Consulting Services Inc. September 2014 - Present
Morgan Stanley Wealth Management April 2013 - July 2014
Shire Pharmaceuticals February 2013 - March 2013
TD Bank November 2010 - January 2013
Wells Fargo Home Mortgage April 2010 - October 2010
IT Consulting Services Inc. October 2009 - March 2010
First American Home Buyers Protection June 2008 - July 2009
Skills
Business Objects, Data Modeling, Informatica, Data Warehousing, SQL, Crystal Reports, SAP Data Services, Datastage, ETL, Analytics, Data Integration, SDLC, Business Intelligence, Teradata, Requirements Analysis, Business Analysis, Oracle
Education
McNeese State University 2005 — 2007
MS, Computer Science
Berhampur University 1997 — 2003
B.E., Information Technology
Christopher Fusco Christopher Fusco's Morgan Stanley Wealth Management Experience May 2013 - August 2013
Job Intern at Energy Capital Partners
Industry Financial Services
Experience
Energy Capital Partners June 2015 - Present
Morgan Stanley Wealth Management May 2013 - August 2013
Houston Astros June 2012 - August 2012
Skills
Economics, Bloomberg, Investments, Financial Modeling, Valuation, Equities, Financial Analysis, Portfolio Management, Wealth Management, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Social Media, Data Analysis
Education
Villanova University 2014 — 2015
Masters of Science in Finance, Finance, General, 2015
Bates College 2010 — 2014
Bachelor of Arts (B.A.), Economics, 2014
The Key School 2006 — 2010
High School
Energy Capital Partners June 2015 - Present
Morgan Stanley Wealth Management May 2013 - August 2013
Houston Astros June 2012 - August 2012
Skills
Economics, Bloomberg, Investments, Financial Modeling, Valuation, Equities, Financial Analysis, Portfolio Management, Wealth Management, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Social Media, Data Analysis
Education
Villanova University 2014 — 2015
Masters of Science in Finance, Finance, General, 2015
Bates College 2010 — 2014
Bachelor of Arts (B.A.), Economics, 2014
The Key School 2006 — 2010
High School
Dmitriy Mavreshko Dmitriy Mavreshko's Morgan Stanley Wealth Management Experience September 2012 - November 2012
Job COMPLIANCE SPECIALIST
Industry Financial Services
Experience
Bank of America Merrill Lynch January 2014 - Present
JPMorgan Chase April 2013 - December 2013
Morgan Stanley Wealth Management September 2012 - November 2012
UBS Wealth Management 2011 - 2012
Mutual of America Capital Management June 2011 - August 2011
Skills
Finance, Bloomberg, Investments, Financial Services, Wealth Management, Securities, Portfolio Management, Financial Analysis, Equities, Mutual Funds, Banking, Asset Management, Strategic Financial..., Credit, Risk Management, Fixed Income, Hedge Funds, Derivatives, Financial Markets, Capital Markets, Investment Banking, Trading, Microsoft Excel, Compliance, Financial Crimes..., Anti Money Laundering, Economic Sanctions, Due Diligence, Risk Analytics, OFAC, Financial Transactions, Internal Investigations, Microsoft Office, Management, Financial Risk, Leadership, Analysis, Financial Planning
Education
Baruch College 2007 — 2012
Bachelor of Business Administration (BBA), Finance & Investments, 3.4
Brooklyn Tech HS 2003 — 2007
Computer and Information Sciences, General
Bank of America Merrill Lynch January 2014 - Present
JPMorgan Chase April 2013 - December 2013
Morgan Stanley Wealth Management September 2012 - November 2012
UBS Wealth Management 2011 - 2012
Mutual of America Capital Management June 2011 - August 2011
Skills
Finance, Bloomberg, Investments, Financial Services, Wealth Management, Securities, Portfolio Management, Financial Analysis, Equities, Mutual Funds, Banking, Asset Management, Strategic Financial..., Credit, Risk Management, Fixed Income, Hedge Funds, Derivatives, Financial Markets, Capital Markets, Investment Banking, Trading, Microsoft Excel, Compliance, Financial Crimes..., Anti Money Laundering, Economic Sanctions, Due Diligence, Risk Analytics, OFAC, Financial Transactions, Internal Investigations, Microsoft Office, Management, Financial Risk, Leadership, Analysis, Financial Planning
Education
Baruch College 2007 — 2012
Bachelor of Business Administration (BBA), Finance & Investments, 3.4
Brooklyn Tech HS 2003 — 2007
Computer and Information Sciences, General
Cathy Crews's Morgan Stanley Wealth Management Experience August 1984 - November 2008
Job Academic Administrative Assistant at Mildred Elley
Industry Higher Education
Experience
Mildred Elley March 2014 - Present
Mildred Elley March 2013 - March 2014
Staffmark October 2011 - March 2013
Staffmark March 2011 - September 2011
Staffmark October 2010 - February 2011
Jeffrey Tepler M.D. May 2010 - June 2010
Morgan Stanley Wealth Management August 1984 - November 2008
Skills
Data Entry, Microsoft Excel, PowerPoint, Customer Service, Outlook, Team Leadership, Analysis, Access, Microsoft Office, Microsoft Word, Leadership, Management, Insurance, Research, Administrative..., Administrative...
Education
Berkeley College 2009 — 2010
Business Administration
Berkeley College-New York 2009 — 2010
Business Administration
Mildred Elley March 2014 - Present
Mildred Elley March 2013 - March 2014
Staffmark October 2011 - March 2013
Staffmark March 2011 - September 2011
Staffmark October 2010 - February 2011
Jeffrey Tepler M.D. May 2010 - June 2010
Morgan Stanley Wealth Management August 1984 - November 2008
Skills
Data Entry, Microsoft Excel, PowerPoint, Customer Service, Outlook, Team Leadership, Analysis, Access, Microsoft Office, Microsoft Word, Leadership, Management, Insurance, Research, Administrative..., Administrative...
Education
Berkeley College 2009 — 2010
Business Administration
Berkeley College-New York 2009 — 2010
Business Administration
Tyler Jeffery Tyler Jeffery's Morgan Stanley Wealth Management Experience August 2012 - May 2013
Job Team Lead ASVL
Industry Financial Services
Experience
Ford Motor Credit Company July 2015 - Present
Ford Motor Credit Company July 2013 - July 2015
Morgan Stanley Wealth Management August 2012 - May 2013
Belmont University January 2011 - May 2013
Armor Concepts LLC March 2012 - August 2012
McGraw-Hill (consulting only) March 2012 - August 2012
Electronic Express August 2010 - January 2012
Skills
Economics, Social Media, Customer Service, Microsoft Office, Excel, Word, Adobe Creative Suite, Analysis, Credit Analysis, Decision Analysis, Decisioning, PowerPoint, Public Speaking, Research, Sales, Leadership, Time Management
Education
Belmont University 2009 — 2013
BS, Economics
Ford Motor Credit Company July 2015 - Present
Ford Motor Credit Company July 2013 - July 2015
Morgan Stanley Wealth Management August 2012 - May 2013
Belmont University January 2011 - May 2013
Armor Concepts LLC March 2012 - August 2012
McGraw-Hill (consulting only) March 2012 - August 2012
Electronic Express August 2010 - January 2012
Skills
Economics, Social Media, Customer Service, Microsoft Office, Excel, Word, Adobe Creative Suite, Analysis, Credit Analysis, Decision Analysis, Decisioning, PowerPoint, Public Speaking, Research, Sales, Leadership, Time Management
Education
Belmont University 2009 — 2013
BS, Economics
Anna Kokocka's Morgan Stanley Wealth Management Experience October 2011 - June 2013
Job Brokerage Operations Analyst
Industry Financial Services
Experience
TIAA-CREF June 2013 - Present
Morgan Stanley Wealth Management October 2011 - June 2013
Allen Partners, LLC November 2009 - October 2011
Christo Fifth Avenue October 2009 - January 2010
Skills
Options, Equities, Series 7, Series 63, Trading, Mutual Funds, Fixed Income, Alternative Investments, Hedge Funds, Financial Analysis, Uniform Combined State..., Strategic Financial..., Bloomberg, Asset Allocation
Education
Loyola University Maryland 2007 — 2009
BBA, Finance
Baruch College, City University of New York (CUNY) 2005 — 2007
Finance
TIAA-CREF June 2013 - Present
Morgan Stanley Wealth Management October 2011 - June 2013
Allen Partners, LLC November 2009 - October 2011
Christo Fifth Avenue October 2009 - January 2010
Skills
Options, Equities, Series 7, Series 63, Trading, Mutual Funds, Fixed Income, Alternative Investments, Hedge Funds, Financial Analysis, Uniform Combined State..., Strategic Financial..., Bloomberg, Asset Allocation
Education
Loyola University Maryland 2007 — 2009
BBA, Finance
Baruch College, City University of New York (CUNY) 2005 — 2007
Finance
Nicholas Angilletta Nicholas Angilletta's Morgan Stanley Wealth Management Experience 2014 - 2014
Job Head of Capital Markets
Industry Financial Services
Experience
Deutsche Bank July 2015 - Present
Morgan Stanley Wealth Management 2014 - 2014
Morgan Stanley 2011 - 2014
Morgan Stanley Smith Barney 2009 - 2011
Citi 2005 - 2009
Citi 2003 - 2005
Citi 1988 - 2003
Skills
Series 7, Series 63, Series 24, Series 9, Series 10, Series 4, Series 66, Series 55, Wealth Management, Alternative Investments, Uniform Combined State..., FINRA, Mutual Funds, Series 65, Securities, Asset Management, Wealth Management..., Asset Allocation, Financial Services, Separately Managed..., Trading, Portfolio Management, Investments, ETFs, Investment Advisory, Investment Strategies, Retirement Planning, Fixed Income, Equities, Investment Management, Hedge Funds, Bonds, Capital Markets, Financial Advisory, Strategic Financial...
Education
Baruch College
BBA
Deutsche Bank July 2015 - Present
Morgan Stanley Wealth Management 2014 - 2014
Morgan Stanley 2011 - 2014
Morgan Stanley Smith Barney 2009 - 2011
Citi 2005 - 2009
Citi 2003 - 2005
Citi 1988 - 2003
Skills
Series 7, Series 63, Series 24, Series 9, Series 10, Series 4, Series 66, Series 55, Wealth Management, Alternative Investments, Uniform Combined State..., FINRA, Mutual Funds, Series 65, Securities, Asset Management, Wealth Management..., Asset Allocation, Financial Services, Separately Managed..., Trading, Portfolio Management, Investments, ETFs, Investment Advisory, Investment Strategies, Retirement Planning, Fixed Income, Equities, Investment Management, Hedge Funds, Bonds, Capital Markets, Financial Advisory, Strategic Financial...
Education
Baruch College
BBA
Albert P. Wu Albert P. Wu's Morgan Stanley Wealth Management Experience September 2005 - September 2008
Job Associate Business Architecture & Change Management | Operations at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2015 - Present
Credit Suisse August 2013 - July 2015
Credit Suisse August 2011 - August 2013
Morgan Stanley Investment Management September 2008 - August 2011
Morgan Stanley Wealth Management September 2005 - September 2008
Fitch Ratings September 2004 - September 2005
Skills
Business Process, Business Analysis, Project Management, SDLC, Business Requirements, Analysis, Reference Data, Project Planning, Strategic Planning, Requirements Gathering, Requirements Analysis, Documentation Practices, Procedure Development, Procedure Review, Trading Systems, Foreign Exchange, Equity Derivatives, Fixed Income, Stakeholder Management, Building Business..., Microsoft Excel, Financial Services, User Acceptance Testing, Process Improvement, Alteryx, Tableau, Business Intelligence, Change Management, Client Services, Relationship Management, Business Planning, Production Support, Procedure Creation, Investment Banking, Collaboration, Access Database, Project Delivery, Quality Assurance, Data Analysis, Middle Office, PL/SQL, Subject Matter Experts, Production Management
Education
Baruch College
Bachelor of Arts (B.A.), Business Communications
University of Houston
Goldman Sachs July 2015 - Present
Credit Suisse August 2013 - July 2015
Credit Suisse August 2011 - August 2013
Morgan Stanley Investment Management September 2008 - August 2011
Morgan Stanley Wealth Management September 2005 - September 2008
Fitch Ratings September 2004 - September 2005
Skills
Business Process, Business Analysis, Project Management, SDLC, Business Requirements, Analysis, Reference Data, Project Planning, Strategic Planning, Requirements Gathering, Requirements Analysis, Documentation Practices, Procedure Development, Procedure Review, Trading Systems, Foreign Exchange, Equity Derivatives, Fixed Income, Stakeholder Management, Building Business..., Microsoft Excel, Financial Services, User Acceptance Testing, Process Improvement, Alteryx, Tableau, Business Intelligence, Change Management, Client Services, Relationship Management, Business Planning, Production Support, Procedure Creation, Investment Banking, Collaboration, Access Database, Project Delivery, Quality Assurance, Data Analysis, Middle Office, PL/SQL, Subject Matter Experts, Production Management
Education
Baruch College
Bachelor of Arts (B.A.), Business Communications
University of Houston
Alexandra Douvre Alexandra Douvre's Morgan Stanley Wealth Management Experience September 2013 - December 2013
Job Private Banking Marketing Analyst at J.P. Morgan
Industry Marketing and Advertising
Experience
J.P. Morgan July 2015 - Present
J.P. Morgan May 2014 - August 2014
Morgan Stanley Wealth Management September 2013 - December 2013
Citi June 2013 - August 2013
Marie Claire January 2013 - May 2013
GlassLDC.com May 2012 - January 2013
Hope's Gardens May 2012 - August 2012
Restaurant Eugene May 2012 - August 2012
Robin Rice Gallery December 2011 - April 2012
Espace ArtDeco June 2010 - August 2010
Skills
Spanish, French, Microsoft Office, Social Media, Marketing, Adobe Creative Suite, Microsoft Excel, Translation, Public Speaking, PowerPoint, Digital Marketing, Data Analysis, Photoshop, Research, Mac, Press Releases, Photography, Travel, Event Planning, Data Mining, FileMaker, PC
Education
Barnard College 2011 — 2015
Bachelor of Arts (BA), Economics and Art History
Columbia University in the City of New York 2011 — 2015
Beijing Foreign Studies University 2014 — 2014
Universitat Pompeu Fabra 2014 — 2014
Economics
McKinsey & Company Consulting in Action Program 2013 — 2013
Participant
Atlanta International School 2009 — 2011
Bilingual International Baccalaureate
J.P. Morgan July 2015 - Present
J.P. Morgan May 2014 - August 2014
Morgan Stanley Wealth Management September 2013 - December 2013
Citi June 2013 - August 2013
Marie Claire January 2013 - May 2013
GlassLDC.com May 2012 - January 2013
Hope's Gardens May 2012 - August 2012
Restaurant Eugene May 2012 - August 2012
Robin Rice Gallery December 2011 - April 2012
Espace ArtDeco June 2010 - August 2010
Skills
Spanish, French, Microsoft Office, Social Media, Marketing, Adobe Creative Suite, Microsoft Excel, Translation, Public Speaking, PowerPoint, Digital Marketing, Data Analysis, Photoshop, Research, Mac, Press Releases, Photography, Travel, Event Planning, Data Mining, FileMaker, PC
Education
Barnard College 2011 — 2015
Bachelor of Arts (BA), Economics and Art History
Columbia University in the City of New York 2011 — 2015
Beijing Foreign Studies University 2014 — 2014
Universitat Pompeu Fabra 2014 — 2014
Economics
McKinsey & Company Consulting in Action Program 2013 — 2013
Participant
Atlanta International School 2009 — 2011
Bilingual International Baccalaureate
Robert (RJ) Julian III, MBA Robert (RJ) Julian III, MBA's Morgan Stanley Wealth Management Experience May 2013 - August 2013
Job Director of Marketing and Business Development at RTJ Concessions, Inc.
Industry Food & Beverages
Experience
Edaville USA March 2014 - Present
RTJ Concessions, Inc. January 2014 - Present
Julian Lenzi Hospitality Group, Inc. January 2013 - Present
Oppenheimer & Co. August 2013 - January 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Bentley University September 2012 - May 2013
Tara's Fried Dough June 2004 - May 2013
RTJ Concessions, Inc. 2000 - May 2013
Edaville USA January 2003 - January 2011
Longo Landscape Contractors, LLC January 2004 - February 2007
Skills
Marketing, Marketing Strategy, Social Media, Business Development, Market Research, Investment Strategies, Strategy, Social Media Marketing, Customer Service, Entrepreneurship, Leadership, Return on Investment, Sales, Start-ups, Event Planning, Social Networking, Business Planning, Management, Research, SEO, Event Management, Facebook, New Business Development, Public Relations, Marketing Research, Return on Investment..., Strategic Partnerships, Product Development, Time Management, Retail, Online Marketing, Sales Management, Process Improvement, Organizational..., Advertising, Series 66, Food & Beverage, TIPS Certified, Restaurant Marketing
Education
Bentley University 2011 — 2013
MBA, Management, GPA: 3.68
University of Massachusetts at Lowell 2007 — 2011
BSBA, Marketing - Business, GPA: 3.6
Edaville USA March 2014 - Present
RTJ Concessions, Inc. January 2014 - Present
Julian Lenzi Hospitality Group, Inc. January 2013 - Present
Oppenheimer & Co. August 2013 - January 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Bentley University September 2012 - May 2013
Tara's Fried Dough June 2004 - May 2013
RTJ Concessions, Inc. 2000 - May 2013
Edaville USA January 2003 - January 2011
Longo Landscape Contractors, LLC January 2004 - February 2007
Skills
Marketing, Marketing Strategy, Social Media, Business Development, Market Research, Investment Strategies, Strategy, Social Media Marketing, Customer Service, Entrepreneurship, Leadership, Return on Investment, Sales, Start-ups, Event Planning, Social Networking, Business Planning, Management, Research, SEO, Event Management, Facebook, New Business Development, Public Relations, Marketing Research, Return on Investment..., Strategic Partnerships, Product Development, Time Management, Retail, Online Marketing, Sales Management, Process Improvement, Organizational..., Advertising, Series 66, Food & Beverage, TIPS Certified, Restaurant Marketing
Education
Bentley University 2011 — 2013
MBA, Management, GPA: 3.68
University of Massachusetts at Lowell 2007 — 2011
BSBA, Marketing - Business, GPA: 3.6
Guru Paladi Guru Paladi's Morgan Stanley Wealth Management Experience June 2010 - March 2015
Job Vice President at Citi
Industry Computer Software
Experience
Citi March 2015 - Present
Morgan Stanley Wealth Management June 2010 - March 2015
Citi July 2009 - June 2010
Dow Jones January 2009 - July 2009
Goldman Sachs November 2005 - December 2008
Verizon Wireless December 2002 - October 2005
Charles Schwab October 2000 - September 2002
Global Commerce Systems June 2000 - September 2000
Amdocs (Cyprus) Ltd August 1998 - April 2000
Lucent Technologies June 1997 - December 1997
Skills
Core Java, J2EE, Weblogic, JSP, EJB, Tomcat, Struts, Hibernate, AJAX, XML, Apache, XSL, Spring, SOA, Sybase, Perl, SQL, DHTML, HTML, Velocity, CSS, SOAP, JMS, JDBC, Design Patterns, Enterprise Architecture, Java, J2EE Web Services, Java Enterprise Edition
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2012 — 2015
Master of Business Administration (MBA)
Birla Institute of Technology and Science 1994 — 1998
BS
APRJC 1992 — 1994
11th & 12th
Citi March 2015 - Present
Morgan Stanley Wealth Management June 2010 - March 2015
Citi July 2009 - June 2010
Dow Jones January 2009 - July 2009
Goldman Sachs November 2005 - December 2008
Verizon Wireless December 2002 - October 2005
Charles Schwab October 2000 - September 2002
Global Commerce Systems June 2000 - September 2000
Amdocs (Cyprus) Ltd August 1998 - April 2000
Lucent Technologies June 1997 - December 1997
Skills
Core Java, J2EE, Weblogic, JSP, EJB, Tomcat, Struts, Hibernate, AJAX, XML, Apache, XSL, Spring, SOA, Sybase, Perl, SQL, DHTML, HTML, Velocity, CSS, SOAP, JMS, JDBC, Design Patterns, Enterprise Architecture, Java, J2EE Web Services, Java Enterprise Edition
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2012 — 2015
Master of Business Administration (MBA)
Birla Institute of Technology and Science 1994 — 1998
BS
APRJC 1992 — 1994
11th & 12th
Mohammad Bilal Mohammad Bilal's Morgan Stanley Wealth Management Experience October 2012 - July 2014
Job Trade Surveillance Program Management at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase July 2014 - Present
Morgan Stanley Wealth Management October 2012 - July 2014
SDC Services, Inc 2011 - October 2012
UBS Financial Services, Inc 2011 - 2011
NYSE Euronext 2011 - 2011
Goldman, Sachs & Co 2007 - 2011
Skills
SDLC, Business Analysis, SQL, Bloomberg, HTML, Essbase, Requirements Gathering, Business Requirements, Visio, Report Writing, Remedy Ticketing System, Quality Center, Telelogic DOORS, SharePoint, Data Migration, Migration Projects, Lotus Notes, Peer Reviews, Validation, Microsoft Excel, Finance, Microsoft Office, Project Management, Equities, Analysis
Education
Technical Institude of Technology 2014 — 2014
Project Management
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
B.B.A, Finance
JPMorgan Chase July 2014 - Present
Morgan Stanley Wealth Management October 2012 - July 2014
SDC Services, Inc 2011 - October 2012
UBS Financial Services, Inc 2011 - 2011
NYSE Euronext 2011 - 2011
Goldman, Sachs & Co 2007 - 2011
Skills
SDLC, Business Analysis, SQL, Bloomberg, HTML, Essbase, Requirements Gathering, Business Requirements, Visio, Report Writing, Remedy Ticketing System, Quality Center, Telelogic DOORS, SharePoint, Data Migration, Migration Projects, Lotus Notes, Peer Reviews, Validation, Microsoft Excel, Finance, Microsoft Office, Project Management, Equities, Analysis
Education
Technical Institude of Technology 2014 — 2014
Project Management
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
B.B.A, Finance
Christopher Orluk's Morgan Stanley Wealth Management Experience September 2013 - May 2014
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Investors Capital June 2014 - August 2015
Morgan Stanley Wealth Management September 2013 - May 2014
Fresenius Medical Care June 2013 - September 2013
Exergen Corporation April 2011 - April 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Close Attention to..., Achieving Results, Highly motivated..., Flexible to Change, Accountability, Leadership, Teamwork, Accounting, Management, Research, Public Speaking, Analysis, Investments
Education
Bentley University 2010 — 2014
Bachelor of Science (B.S.), Finance & Economics, 3.42
University College Dublin 2012 — 2012
Bachelor of Science (B.S.), Finance & Economics
St. John's Prep High School, Danvers, MA 2006 — 2010
H.S. Diploma
Morgan Stanley August 2015 - Present
Investors Capital June 2014 - August 2015
Morgan Stanley Wealth Management September 2013 - May 2014
Fresenius Medical Care June 2013 - September 2013
Exergen Corporation April 2011 - April 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Close Attention to..., Achieving Results, Highly motivated..., Flexible to Change, Accountability, Leadership, Teamwork, Accounting, Management, Research, Public Speaking, Analysis, Investments
Education
Bentley University 2010 — 2014
Bachelor of Science (B.S.), Finance & Economics, 3.42
University College Dublin 2012 — 2012
Bachelor of Science (B.S.), Finance & Economics
St. John's Prep High School, Danvers, MA 2006 — 2010
H.S. Diploma
Isabelle Jacobs Isabelle Jacobs's Morgan Stanley Wealth Management Experience October 2013 - August 2015
Job Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2013 - August 2015
Caxton Associates February 2013 - May 2013
UBS Investment Bank July 2011 - January 2013
UBS Investment Bank June 2010 - August 2010
Skills
Series 7, 63, 55, 3
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2015 — 2018
Doctor of Law (J.D.)
Wesleyan University 2007 — 2011
Bachelor of Arts (B.A.), Mathematics/Economics
Morgan Stanley Wealth Management October 2013 - August 2015
Caxton Associates February 2013 - May 2013
UBS Investment Bank July 2011 - January 2013
UBS Investment Bank June 2010 - August 2010
Skills
Series 7, 63, 55, 3
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2015 — 2018
Doctor of Law (J.D.)
Wesleyan University 2007 — 2011
Bachelor of Arts (B.A.), Mathematics/Economics
Jennifer Pei Lin (林沛瑩)'s Morgan Stanley Wealth Management Experience May 2013 - June 2014
Job Chief of Staff to Director & Managing Director at XRC Labs
Industry Internet
Experience
XRC Labs August 2015 - Present
Startup Weekend March 2015 - Present
Whisky Wisemen Society March 2015 - Present
Saffron Fix December 2014 - Present
Shearwater International June 2014 - Present
Startup Institute June 2014 - August 2014
Morgan Stanley Wealth Management May 2013 - June 2014
(RED) February 2012 - May 2012
Columbia University in the City of New York September 2011 - December 2011
TENKA INC. /ROLLING.FM July 2011 - October 2011
Skills
Research, Microsoft Office, Online Marketing, Skincare, Marketing, Social Media, Entrepreneurship, ThomsonOne, 3D Trading Platform, Strategic Partnerships, Public Speaking
Education
Columbia University in the City of New York 2008 — 2012
BA, Economics
Barnard College 2008 — 2012
BA, Economics and Psychology
Shanghai Jiao Tong University 2010 — 2010
Business Chinese Program, 3.84/4.00
Benjamin N. Cardozo High School 2004 — 2008
High School Diploma, High Honors
XRC Labs August 2015 - Present
Startup Weekend March 2015 - Present
Whisky Wisemen Society March 2015 - Present
Saffron Fix December 2014 - Present
Shearwater International June 2014 - Present
Startup Institute June 2014 - August 2014
Morgan Stanley Wealth Management May 2013 - June 2014
(RED) February 2012 - May 2012
Columbia University in the City of New York September 2011 - December 2011
TENKA INC. /ROLLING.FM July 2011 - October 2011
Skills
Research, Microsoft Office, Online Marketing, Skincare, Marketing, Social Media, Entrepreneurship, ThomsonOne, 3D Trading Platform, Strategic Partnerships, Public Speaking
Education
Columbia University in the City of New York 2008 — 2012
BA, Economics
Barnard College 2008 — 2012
BA, Economics and Psychology
Shanghai Jiao Tong University 2010 — 2010
Business Chinese Program, 3.84/4.00
Benjamin N. Cardozo High School 2004 — 2008
High School Diploma, High Honors
Erika Apupalo's Morgan Stanley Wealth Management Experience June 2014 - August 2014
Job Tier 1 Employee at Baruch College STARR Career Development Center
Industry Financial Services
Experience
City University of New York Baruch College September 2015 - Present
Women's Venture Fund July 2015 - Present
Baruch College Starr Development Center February 2015 - April 2015
Morgan Stanley Wealth Management June 2014 - August 2014
Morgan Stanley Wealth Management March 2014 - June 2014
Long Island City YMCA November 2011 - January 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Team Leadership, Communication, Public Speaking, Data Entry, Time Management, Training, Community Outreach
Education
Baruch College, City University of New York (CUNY) 2014 — 2018
Bachelor's Degree
Academy of Finance and Enterprise 2010 — 2014
High School, 9 - 12th
City University of New York Baruch College September 2015 - Present
Women's Venture Fund July 2015 - Present
Baruch College Starr Development Center February 2015 - April 2015
Morgan Stanley Wealth Management June 2014 - August 2014
Morgan Stanley Wealth Management March 2014 - June 2014
Long Island City YMCA November 2011 - January 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Team Leadership, Communication, Public Speaking, Data Entry, Time Management, Training, Community Outreach
Education
Baruch College, City University of New York (CUNY) 2014 — 2018
Bachelor's Degree
Academy of Finance and Enterprise 2010 — 2014
High School, 9 - 12th
Victoria Little Victoria Little's Morgan Stanley Wealth Management Experience April 2009 - April 2013
Job Corporate Professional at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank August 2013 - Present
Morgan Stanley Wealth Management April 2009 - April 2013
Citi July 2006 - April 2009
Lazard Asset Management November 2000 - July 2006
Goldman Sachs November 1999 - November 2000
Skills
Microsoft Office, Windows, Microsoft Excel, Microsoft Word, PowerPoint, Visio, Outlook, Relationship-builder..., Highly detail oriented, Close Attention to..., Follow-through Skills, Flexible approach to..., Project Management, Leadership, Human Resources, Onboarding, Talent Management, Program Coordination, Client Liaison, Customer Service, Manage Client..., Research, Strategic Planning, Business Networking
Education
Baruch College, City University of New York (CUNY)
Bachelor of Science (BS), Business Administration and Management, General
Barclays Investment Bank August 2013 - Present
Morgan Stanley Wealth Management April 2009 - April 2013
Citi July 2006 - April 2009
Lazard Asset Management November 2000 - July 2006
Goldman Sachs November 1999 - November 2000
Skills
Microsoft Office, Windows, Microsoft Excel, Microsoft Word, PowerPoint, Visio, Outlook, Relationship-builder..., Highly detail oriented, Close Attention to..., Follow-through Skills, Flexible approach to..., Project Management, Leadership, Human Resources, Onboarding, Talent Management, Program Coordination, Client Liaison, Customer Service, Manage Client..., Research, Strategic Planning, Business Networking
Education
Baruch College, City University of New York (CUNY)
Bachelor of Science (BS), Business Administration and Management, General
Andrea Fisher's Morgan Stanley Wealth Management Experience October 2012 - December 2012
Job Producer Assistant at Sequoia Financial Group
Industry Financial Services
Experience
Sequoia Financial Group June 2014 - Present
ITG June 2013 - August 2013
Morgan Stanley Wealth Management October 2012 - December 2012
Education
Bates College 2010 — 2014
Bachelor of Arts (B.A.), Mathematics
Holderness School
Sequoia Financial Group June 2014 - Present
ITG June 2013 - August 2013
Morgan Stanley Wealth Management October 2012 - December 2012
Education
Bates College 2010 — 2014
Bachelor of Arts (B.A.), Mathematics
Holderness School
Brandon Liebman Brandon Liebman's Morgan Stanley Wealth Management Experience November 2012 - Present
Job Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2012 - Present
Morgan Stanley & Co June 2010 - November 2012
Binghamton University August 2006 - May 2010
Morgan Stanley & Co June 2009 - August 2009
Citi-Smith Barney June 2008 - August 2008
Federated Payments June 2007 - August 2007
Skills
Microsoft Office, Telephone Skills, Business Meetings, Investments, Financial Services, Microsoft Excel, PowerPoint, Microsoft Word, Access, Mutual Funds, Financial Analysis, Outlook, Securities, Facebook, Series 7, Hedge Funds
Education
SUNY Binghamton 2006 — 2010
Management with concentration in Finance, Finance
Charles University in Prague 2009 — 2009
Bachelor's Degree, International Finance
Morgan Stanley Wealth Management November 2012 - Present
Morgan Stanley & Co June 2010 - November 2012
Binghamton University August 2006 - May 2010
Morgan Stanley & Co June 2009 - August 2009
Citi-Smith Barney June 2008 - August 2008
Federated Payments June 2007 - August 2007
Skills
Microsoft Office, Telephone Skills, Business Meetings, Investments, Financial Services, Microsoft Excel, PowerPoint, Microsoft Word, Access, Mutual Funds, Financial Analysis, Outlook, Securities, Facebook, Series 7, Hedge Funds
Education
SUNY Binghamton 2006 — 2010
Management with concentration in Finance, Finance
Charles University in Prague 2009 — 2009
Bachelor's Degree, International Finance
Alicia Cooper Alicia Cooper's Morgan Stanley Wealth Management Experience July 2011 - Present
Job Business Manager Global Banking Technology, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2011 - Present
National Bank Financial October 2009 - August 2011
National Bank Financial August 2006 - October 2009
Skills
Business Analysis, Securities, Financial Services, Management, Project Management, Process Improvement, Governance, PMO, Team Leadership
Education
Bishop's University 1998 — 2002
BBA, Business, Political Studies
Morgan Stanley Wealth Management July 2011 - Present
National Bank Financial October 2009 - August 2011
National Bank Financial August 2006 - October 2009
Skills
Business Analysis, Securities, Financial Services, Management, Project Management, Process Improvement, Governance, PMO, Team Leadership
Education
Bishop's University 1998 — 2002
BBA, Business, Political Studies
Victoria Morozova Victoria Morozova's Morgan Stanley Wealth Management Experience August 2013 - Present
Job Risk Management at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2013 - Present
State Street June 2011 - August 2013
Forex Signs Inc. March 2011 - May 2011
Bluefront Capital LLC September 2010 - January 2011
HedgeCo Networks May 2009 - August 2009
Skills
Financial Data Skills:..., Financial Data Skills:..., Hedge Funds, Trading, Risk, Credit, Analysis, C++, SAS, VBA, Microsoft Office, Microsoft Excel, Microsoft Access, Compliance, Pivot Tables, SQL, MS Excel (Macros,..., Bloomberg, Financial Risk, Market Risk, Credit Risk
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2012
Bachelor, Statistics and Quantitative Modeling, 3.6
Morgan Stanley Wealth Management August 2013 - Present
State Street June 2011 - August 2013
Forex Signs Inc. March 2011 - May 2011
Bluefront Capital LLC September 2010 - January 2011
HedgeCo Networks May 2009 - August 2009
Skills
Financial Data Skills:..., Financial Data Skills:..., Hedge Funds, Trading, Risk, Credit, Analysis, C++, SAS, VBA, Microsoft Office, Microsoft Excel, Microsoft Access, Compliance, Pivot Tables, SQL, MS Excel (Macros,..., Bloomberg, Financial Risk, Market Risk, Credit Risk
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2012
Bachelor, Statistics and Quantitative Modeling, 3.6
Ashish Shukla Ashish Shukla's Morgan Stanley Wealth Management Experience January 2012 - April 2014
Job Vice President at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley September 2015 - Present
AIG May 2014 - August 2015
Morgan Stanley Wealth Management January 2012 - April 2014
Genpact Headstrong Capital Markets May 2007 - April 2014
Morgan Stanley (Regulatory and Operational Risk) August 2009 - December 2011
Headstrong January 2009 - July 2009
Morgan Stanley (Regulatory and Operational Risk) January 2008 - December 2008
Morgan Stanley (Investment Management Technology) May 2007 - December 2007
Aricent May 2006 - November 2006
Wipro Technologies February 2002 - June 2005
Skills
Requirements Analysis, Business Analysis, Analysis, Gap Analysis, SDLC, Business Requirements, Pre-sales, Business Process, Integration, Resource Management, Planning, Requirements Gathering, Problem Solving, Project Plans, Web Applications, Process Improvement, Change Management, Project Planning, Software Documentation, Project Management, Risk Management, Management
Education
Indian Institute of Technology, Kharagpur 2005 — 2007
Masters of Business Administration (MBA), IT and Finance
Birla Institute of Technology 1997 — 2001
Bachelor of Engineering, Electrical and Electronics Engineering
St. Francis College, Lucknow 1994 — 1996
Senior Secondary, PCM Group
Campus School, Pantnagar 1990 — 1994
Higher Secondary
Spring Dale College, Lucknow 1984 — 1990
Bishop Conrad School, Bareilly 1981 — 1984
Morgan Stanley September 2015 - Present
AIG May 2014 - August 2015
Morgan Stanley Wealth Management January 2012 - April 2014
Genpact Headstrong Capital Markets May 2007 - April 2014
Morgan Stanley (Regulatory and Operational Risk) August 2009 - December 2011
Headstrong January 2009 - July 2009
Morgan Stanley (Regulatory and Operational Risk) January 2008 - December 2008
Morgan Stanley (Investment Management Technology) May 2007 - December 2007
Aricent May 2006 - November 2006
Wipro Technologies February 2002 - June 2005
Skills
Requirements Analysis, Business Analysis, Analysis, Gap Analysis, SDLC, Business Requirements, Pre-sales, Business Process, Integration, Resource Management, Planning, Requirements Gathering, Problem Solving, Project Plans, Web Applications, Process Improvement, Change Management, Project Planning, Software Documentation, Project Management, Risk Management, Management
Education
Indian Institute of Technology, Kharagpur 2005 — 2007
Masters of Business Administration (MBA), IT and Finance
Birla Institute of Technology 1997 — 2001
Bachelor of Engineering, Electrical and Electronics Engineering
St. Francis College, Lucknow 1994 — 1996
Senior Secondary, PCM Group
Campus School, Pantnagar 1990 — 1994
Higher Secondary
Spring Dale College, Lucknow 1984 — 1990
Bishop Conrad School, Bareilly 1981 — 1984
Guy Hyatt Guy Hyatt's Morgan Stanley Wealth Management Experience January 2011 - June 2014
Job Software Trainer at the MacLaren Group
Industry Professional Training & Coaching
Experience
The MacLaren Group Inc January 2015 - Present
Beach Training Solutions August 2013 - Present
LPW Training Services September 2014 - January 2015
Morgan Stanley Wealth Management January 2011 - June 2014
Bridgetown Fragrances October 2009 - January 2011
CRG June 2007 - August 2009
Skills
Series 7, Series 63, Instructor-led Training, Life and Health, Training Delivery, Financial Software..., Proprietary Software, Training, Needs Analysis, Soft Skills, Blended Learning, Management, Hands-on Training, ADDIE, Workshop Facilitation, E-Learning, Instructional Design, Learning Management, Captivate, Performance Consulting
Education
University of Virginia 1977 — 1978
Barton College 1973 — 1977
Bachelor's degree, Education
The MacLaren Group Inc January 2015 - Present
Beach Training Solutions August 2013 - Present
LPW Training Services September 2014 - January 2015
Morgan Stanley Wealth Management January 2011 - June 2014
Bridgetown Fragrances October 2009 - January 2011
CRG June 2007 - August 2009
Skills
Series 7, Series 63, Instructor-led Training, Life and Health, Training Delivery, Financial Software..., Proprietary Software, Training, Needs Analysis, Soft Skills, Blended Learning, Management, Hands-on Training, ADDIE, Workshop Facilitation, E-Learning, Instructional Design, Learning Management, Captivate, Performance Consulting
Education
University of Virginia 1977 — 1978
Barton College 1973 — 1977
Bachelor's degree, Education
Liscare Castro Liscare Castro's Morgan Stanley Wealth Management Experience June 2013 - Present
Job Analyst at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2013 - Present
Admissions Department June 2012 - February 2013
United States Senate, Senator Kirsten E. Gillibrand June 2012 - January 2013
Higher Education Opportunity Program July 2010 - August 2010
Skills
Community Outreach, Political Science, Event Planning, Public Speaking, Spanish-speaking, Leadership, Online Research, Politics, Retail Sales
Education
Barnard College 2009 — 2013
Bachelor of Arts (BA), Political Science
Columbia University in the City of New York 2009 — 2013
Bachelor of Arts (BA), Political Science
École Nationale d'Économie Appliquée (ENEA) 2011 — 2011
Politics and Education
Morgan Stanley Wealth Management June 2013 - Present
Admissions Department June 2012 - February 2013
United States Senate, Senator Kirsten E. Gillibrand June 2012 - January 2013
Higher Education Opportunity Program July 2010 - August 2010
Skills
Community Outreach, Political Science, Event Planning, Public Speaking, Spanish-speaking, Leadership, Online Research, Politics, Retail Sales
Education
Barnard College 2009 — 2013
Bachelor of Arts (BA), Political Science
Columbia University in the City of New York 2009 — 2013
Bachelor of Arts (BA), Political Science
École Nationale d'Économie Appliquée (ENEA) 2011 — 2011
Politics and Education
Ngawang Tsetan Ngawang Tsetan's Morgan Stanley Wealth Management Experience June 2013 - August 2013
Job Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - August 2014
Morgan Stanley Wealth Management June 2013 - August 2013
Forest Hills Capital Management December 2012 - April 2013
Students for a Free Tibet May 2012 - December 2012
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Finance, Teamwork, Economics, Due Diligence, Access, Analysis, Investment Banking, Management, Recruiting
Education
Baruch College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Macaulay Honors College 2011 — 2015
Bachelor of Business Administration (B.B.A.)
Morgan Stanley June 2014 - August 2014
Morgan Stanley Wealth Management June 2013 - August 2013
Forest Hills Capital Management December 2012 - April 2013
Students for a Free Tibet May 2012 - December 2012
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Finance, Teamwork, Economics, Due Diligence, Access, Analysis, Investment Banking, Management, Recruiting
Education
Baruch College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Macaulay Honors College 2011 — 2015
Bachelor of Business Administration (B.B.A.)
Kyle Signor's Morgan Stanley Wealth Management Experience June 2012 - August 2012
Job
Industry Marketing and Advertising
Experience
Morgan Stanley July 2014 - Present
iBasis July 2013 - October 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Outlook, Facebook, Customer Service, Public Speaking, SAP, SPSS, Equities, Financial Markets, Process Modeling, Morningstar, Data Analysis, Training, Financial Analysis, Leadership
Education
Bentley University 2010 — 2014
Marketing and Law
Morgan Stanley July 2014 - Present
iBasis July 2013 - October 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Outlook, Facebook, Customer Service, Public Speaking, SAP, SPSS, Equities, Financial Markets, Process Modeling, Morningstar, Data Analysis, Training, Financial Analysis, Leadership
Education
Bentley University 2010 — 2014
Marketing and Law
Alex Valensi Alex Valensi's Morgan Stanley Wealth Management Experience May 2013 - Present
Job Office of Business Management at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2013 - Present
L&K Partners Inc. February 2011 - May 2013
JPMorgan Chase 2009 - 2010
Morgan Stanley Smith Barney 2008 - 2008
Skills
Platform Management, Project Management, Project Coordination, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Management, Data Analysis, Financial Analysis, Cost Management, Business Requirements, User Acceptance Testing, Program Management
Education
Binghamton University - School of Management 2007 — 2009
MBA
Binghamton University 2005 — 2007
Bachelor of Arts (BA), Psychology
Morgan Stanley Wealth Management May 2013 - Present
L&K Partners Inc. February 2011 - May 2013
JPMorgan Chase 2009 - 2010
Morgan Stanley Smith Barney 2008 - 2008
Skills
Platform Management, Project Management, Project Coordination, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Management, Data Analysis, Financial Analysis, Cost Management, Business Requirements, User Acceptance Testing, Program Management
Education
Binghamton University - School of Management 2007 — 2009
MBA
Binghamton University 2005 — 2007
Bachelor of Arts (BA), Psychology
Hannah Capaloff-Jones's Morgan Stanley Wealth Management Experience April 2012 - August 2013
Job Equity & Structured Products Trade Support at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Morgan Stanley January 2015 - July 2015
Morgan Stanley August 2013 - January 2015
Morgan Stanley Wealth Management April 2012 - August 2013
Bay Ridge Federal Credit Union February 2012 - March 2012
JPMorgan Chase May 2011 - December 2011
Morgan Stanley Smith Barney September 2010 - May 2011
Worldtone Dance April 2009 - September 2010
Skills
Writing, Event Planning, PowerPoint, Microsoft Office, Strategic Financial..., Customer Service, Microsoft Excel, Financial Markets, Data Analysis, Finance, Spreadsheets, Series 7, Arena Simulation..., Financial Planning, Problem Solving, Event Based Simulation, SAS programming, Investments, Microsoft Word, Financial Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2014
Master of Science (MS), Quantitative Methods and Modeling
City University of New York-Brooklyn College 2007 — 2010
Bachelors of Science, Business Management & Finance. Minor in Financial Planning
City-As High School 2006 — 2007
Montclair High School 2004 — 2006
Morgan Stanley July 2015 - Present
Morgan Stanley January 2015 - July 2015
Morgan Stanley August 2013 - January 2015
Morgan Stanley Wealth Management April 2012 - August 2013
Bay Ridge Federal Credit Union February 2012 - March 2012
JPMorgan Chase May 2011 - December 2011
Morgan Stanley Smith Barney September 2010 - May 2011
Worldtone Dance April 2009 - September 2010
Skills
Writing, Event Planning, PowerPoint, Microsoft Office, Strategic Financial..., Customer Service, Microsoft Excel, Financial Markets, Data Analysis, Finance, Spreadsheets, Series 7, Arena Simulation..., Financial Planning, Problem Solving, Event Based Simulation, SAS programming, Investments, Microsoft Word, Financial Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2014
Master of Science (MS), Quantitative Methods and Modeling
City University of New York-Brooklyn College 2007 — 2010
Bachelors of Science, Business Management & Finance. Minor in Financial Planning
City-As High School 2006 — 2007
Montclair High School 2004 — 2006
Carmon Erickson Carmon Erickson's Morgan Stanley Wealth Management Experience 2006 - Present
Job Registered Associate at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley Wealth Management 2006 - Present
Wells Fargo June 1999 - August 2006
Citi July 1997 - June 1999
Skills
Client Service Oriented, Sales, Microsoft Office, Microsoft Excel, Series 7, series 66, Life Insurance, knowledge in banking..., Uniform Combined State..., Client Services, Banking, Loans, Commercial Lending, Retail Banking
Education
Bellevue University 2001 — 2003
Bachelor's degree, Business Administration and Management, General
Southeast Technical Institute 1998 — 2000
Associate's degree, Business Administration and Management, General
Morgan Stanley Wealth Management 2006 - Present
Wells Fargo June 1999 - August 2006
Citi July 1997 - June 1999
Skills
Client Service Oriented, Sales, Microsoft Office, Microsoft Excel, Series 7, series 66, Life Insurance, knowledge in banking..., Uniform Combined State..., Client Services, Banking, Loans, Commercial Lending, Retail Banking
Education
Bellevue University 2001 — 2003
Bachelor's degree, Business Administration and Management, General
Southeast Technical Institute 1998 — 2000
Associate's degree, Business Administration and Management, General
Paul Indig, CRPC® Paul Indig, CRPC®'s Morgan Stanley Wealth Management Experience May 2012 - Present
Job Financial Advisor at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2012 - Present
Skills
Retirement Planning, Insurance, Mortgage Lending, Financial Advisory, Estate Planning, Financial Planners, Wealth Management, Financial Services, Retirement, FINRA, Securities, Strategic Financial..., Asset Protection, Portfolio Management, Investments, Hedge Funds, Asset Managment, Equities, Risk Management, Litigation, Commercial Litigation, Trusts, College Education..., Estate Tax Planning, Fixed Annuities, Finance
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1987 — 1990
JD, Law
Boston University Questrom School of Business 1980 — 1984
BS/BA, Management
Brooklyn Technical High School 1976 — 1980
Morgan Stanley Wealth Management May 2012 - Present
Skills
Retirement Planning, Insurance, Mortgage Lending, Financial Advisory, Estate Planning, Financial Planners, Wealth Management, Financial Services, Retirement, FINRA, Securities, Strategic Financial..., Asset Protection, Portfolio Management, Investments, Hedge Funds, Asset Managment, Equities, Risk Management, Litigation, Commercial Litigation, Trusts, College Education..., Estate Tax Planning, Fixed Annuities, Finance
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1987 — 1990
JD, Law
Boston University Questrom School of Business 1980 — 1984
BS/BA, Management
Brooklyn Technical High School 1976 — 1980
Thabata Ribeiro's Morgan Stanley Wealth Management Experience May 2013 - Present
Job Business Analyst at Morgan Stanley Wealth Management
Industry Banking
Experience
Morgan Stanley Wealth Management May 2013 - Present
Undergraduate Student Government Baruch College August 2009 - July 2011
National Association of Black Accountants (NABA) Baruch College August 2007 - May 2009
Skills
Business Development, Consulting, Financial Analysis, Corporate Finance, Microsoft Excel, Pitch Development, Wealth Management, Finance
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2013
Master's degree, Accounting and Finance, 4.0
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
BBA, Finance & Investments, Accounting, Minor: Communication Studies
Morgan Stanley Wealth Management May 2013 - Present
Undergraduate Student Government Baruch College August 2009 - July 2011
National Association of Black Accountants (NABA) Baruch College August 2007 - May 2009
Skills
Business Development, Consulting, Financial Analysis, Corporate Finance, Microsoft Excel, Pitch Development, Wealth Management, Finance
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2013
Master's degree, Accounting and Finance, 4.0
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
BBA, Finance & Investments, Accounting, Minor: Communication Studies
Robert Gass Robert Gass's Morgan Stanley Wealth Management Experience 2005 - 2014
Job Certified ScrumMaster and Agile Coach
Industry Financial Services
Experience
TD Ameritrade 2014 - 2015
Morgan Stanley Wealth Management 2005 - 2014
Morgan Stanley Wealth Management 1999 - 2005
Skills
IT Strategy, Agile Methodologies, Scrum, Wealth Management, Financial Services, Capital Markets, Equities, Software Project..., Fixed Income, Business Communication, Program Delivery..., Risk Management, Vendor Management, SDLC, Trading Systems, Securities, Electronic Trading, Services Architecture, Messaging archtecture, Order entry, routing..., High volume transaction..., Web Services, CICS Web Services, Business Analysis, CICS, Equity Derivatives, Enterprise Architecture
Education
Binghamton University
Bachelor of Arts (BA)
New York University
Certificate, Object Oriented Programming
TD Ameritrade 2014 - 2015
Morgan Stanley Wealth Management 2005 - 2014
Morgan Stanley Wealth Management 1999 - 2005
Skills
IT Strategy, Agile Methodologies, Scrum, Wealth Management, Financial Services, Capital Markets, Equities, Software Project..., Fixed Income, Business Communication, Program Delivery..., Risk Management, Vendor Management, SDLC, Trading Systems, Securities, Electronic Trading, Services Architecture, Messaging archtecture, Order entry, routing..., High volume transaction..., Web Services, CICS Web Services, Business Analysis, CICS, Equity Derivatives, Enterprise Architecture
Education
Binghamton University
Bachelor of Arts (BA)
New York University
Certificate, Object Oriented Programming
Alex Blake's Morgan Stanley Wealth Management Experience May 2014 - Present
Job Registered Associate at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management May 2014 - Present
Morgan Stanley Wealth Management June 2013 - April 2014
Morgan Stanley Wealth Management May 2011 - September 2012
Bentley Investment Group September 2010 - May 2011
Pine Brook Country Club April 2010 - September 2010
MembersFirst December 2008 - August 2009
Education
Bentley University 2009 — 2013
Bachelor of Science (BS), Major - Finance // Double Minor - International Economics, Computer Information Systems, 3.42
Lincoln-Sudbury
Morgan Stanley Wealth Management May 2014 - Present
Morgan Stanley Wealth Management June 2013 - April 2014
Morgan Stanley Wealth Management May 2011 - September 2012
Bentley Investment Group September 2010 - May 2011
Pine Brook Country Club April 2010 - September 2010
MembersFirst December 2008 - August 2009
Education
Bentley University 2009 — 2013
Bachelor of Science (BS), Major - Finance // Double Minor - International Economics, Computer Information Systems, 3.42
Lincoln-Sudbury
Jennifer Caylo's Morgan Stanley Wealth Management Experience 2014 - Present
Job Registered Client Service Associate
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2014 - Present
J.P. Morgan December 2008 - June 2014
Angelo, Gordon & Co. November 1998 - June 2008
Mitsui & Co., USA July 1996 - November 1998
Skills
Financial Services, Trade Finance
Education
Baruch College 1993 — 1996
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Penn State University 1991 — 1993
Morgan Stanley Wealth Management 2014 - Present
J.P. Morgan December 2008 - June 2014
Angelo, Gordon & Co. November 1998 - June 2008
Mitsui & Co., USA July 1996 - November 1998
Skills
Financial Services, Trade Finance
Education
Baruch College 1993 — 1996
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Penn State University 1991 — 1993
Jeanne O'Connor Jeanne O'Connor's Morgan Stanley Wealth Management Experience 2010 - 2014
Job Executive Director, Marketing, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2010 - 2014
AXA Equitable January 2009 - December 2009
AXA Equitable June 2004 - January 2009
MONY April 2002 - June 2004
March of Dimes 2000 - 2002
MetLife 1986 - 1998
Manufacturer's Hanover 1986 - 1987
Mallory Factor 1984 - 1986
Skills
Digital Marketing, Integrated Marketing, High Net Worth Marketing, Marketing Strategy, Lead Generation, Marketing, Events Management, Product Marketing, Market Planning, Team Building, Communication, Strategy, Segmentation, Management, Financial Services, Marketing Communications, B2B, Change Management, Event Management, Training, Public Relations, Leadership, Executive Management, Direct Marketing, Strategic Communications, Customer Acquisition, Loyalty Programs, Process Improvement, Strategic Planning, Internal Communications, Customer Retention, Program Management, Sales, Direct Mail, Start-ups, Experiential Marketing, Branding, Customer Segmentation, Customer Relationship..., Affinity Marketing, Sales Force and..., Creative, Team Development
Education
Baruch College, City University of New York (CUNY) 1988 — 1990
MBA, Management
Queens College
BA, Communications/Pol. Sci.
Morgan Stanley Wealth Management 2010 - 2014
AXA Equitable January 2009 - December 2009
AXA Equitable June 2004 - January 2009
MONY April 2002 - June 2004
March of Dimes 2000 - 2002
MetLife 1986 - 1998
Manufacturer's Hanover 1986 - 1987
Mallory Factor 1984 - 1986
Skills
Digital Marketing, Integrated Marketing, High Net Worth Marketing, Marketing Strategy, Lead Generation, Marketing, Events Management, Product Marketing, Market Planning, Team Building, Communication, Strategy, Segmentation, Management, Financial Services, Marketing Communications, B2B, Change Management, Event Management, Training, Public Relations, Leadership, Executive Management, Direct Marketing, Strategic Communications, Customer Acquisition, Loyalty Programs, Process Improvement, Strategic Planning, Internal Communications, Customer Retention, Program Management, Sales, Direct Mail, Start-ups, Experiential Marketing, Branding, Customer Segmentation, Customer Relationship..., Affinity Marketing, Sales Force and..., Creative, Team Development
Education
Baruch College, City University of New York (CUNY) 1988 — 1990
MBA, Management
Queens College
BA, Communications/Pol. Sci.
Amy Chen's Morgan Stanley Wealth Management Experience January 2010 - August 2012
Job Seed Project Manager at NYC Media Lab
Industry Higher Education
Experience
NYC Media Lab November 2014 - Present
Urban Future Lab October 2013 - October 2014
NYC Department of Information Technology & Telecommunications September 2012 - May 2013
Morgan Stanley Wealth Management January 2010 - August 2012
Barnard College Office of Admissions May 2009 - May 2010
Planet Finance China August 2009 - August 2009
Catalyst Inc. May 2009 - July 2009
Council on Foreign Relations January 2009 - May 2009
American Chamber of Commerce in Taipei May 2008 - July 2008
Education
Barnard College
BA, Economics
Shanghai Jiao Tong University
Columbia University in the City of New York
BA, Economics
Scarsdale High School
NYC Media Lab November 2014 - Present
Urban Future Lab October 2013 - October 2014
NYC Department of Information Technology & Telecommunications September 2012 - May 2013
Morgan Stanley Wealth Management January 2010 - August 2012
Barnard College Office of Admissions May 2009 - May 2010
Planet Finance China August 2009 - August 2009
Catalyst Inc. May 2009 - July 2009
Council on Foreign Relations January 2009 - May 2009
American Chamber of Commerce in Taipei May 2008 - July 2008
Education
Barnard College
BA, Economics
Shanghai Jiao Tong University
Columbia University in the City of New York
BA, Economics
Scarsdale High School
Pepper Berry Pepper Berry's Morgan Stanley Wealth Management Experience May 2012 - Present
Job Senior Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2012 - Present
First Republic Securities July 2010 - May 2012
Bobot Adrenaline 2001 - 2011
UBS Wealth Management November 2007 - July 2010
Skills
Research, Series 7, Wealth Management, Investments, Event Planning, Entertainment, Equities, Mutual Funds, Asset Management, Securities
Education
Baylor University 1985 — 1989
BA
Morgan Stanley Wealth Management May 2012 - Present
First Republic Securities July 2010 - May 2012
Bobot Adrenaline 2001 - 2011
UBS Wealth Management November 2007 - July 2010
Skills
Research, Series 7, Wealth Management, Investments, Event Planning, Entertainment, Equities, Mutual Funds, Asset Management, Securities
Education
Baylor University 1985 — 1989
BA
Alexei Rodriguez Alexei Rodriguez's Morgan Stanley Wealth Management Experience December 2014 - Present
Job Morgan Stanley IWM
Industry Financial Services
Experience
Morgan Stanley Wealth Management December 2014 - Present
Skills
Private Banking, Wealth Management, Fixed Income, Bloomberg, Banking, Hedge Funds, Portfolio Management, Alternative Investments, Derivatives, Equities, Wealth Management..., Investments, Asset Managment, Financial Analysis, Asset Allocation, Series 7, Capital Markets, Series 66, Securities, Investment Banking
Education
Baruch College, City University of New YorkBelarus State Economic University
Bachelor of Business Administration, Finance and Investments
Belaruski Dzjaržauny Ekanamièny Universitet
International Economics
Morgan Stanley Wealth Management December 2014 - Present
Skills
Private Banking, Wealth Management, Fixed Income, Bloomberg, Banking, Hedge Funds, Portfolio Management, Alternative Investments, Derivatives, Equities, Wealth Management..., Investments, Asset Managment, Financial Analysis, Asset Allocation, Series 7, Capital Markets, Series 66, Securities, Investment Banking
Education
Baruch College, City University of New YorkBelarus State Economic University
Bachelor of Business Administration, Finance and Investments
Belaruski Dzjaržauny Ekanamièny Universitet
International Economics
Katie McGowan's Morgan Stanley Wealth Management Experience May 2012 - August 2012
Job Marketing Specialist at Hologic, Inc.
Industry Market Research
Experience
Hologic, Inc. June 2015 - Present
EMD Serono, Inc. May 2014 - August 2014
Morrissey Goodale LLC May 2013 - September 2013
Morgan Stanley Wealth Management May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, English, Salesforce.com, Strategic Planning
Education
Bentley University 2011 — 2015
Bachelor’s Degree, Marketing, 3.84
Hologic, Inc. June 2015 - Present
EMD Serono, Inc. May 2014 - August 2014
Morrissey Goodale LLC May 2013 - September 2013
Morgan Stanley Wealth Management May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, English, Salesforce.com, Strategic Planning
Education
Bentley University 2011 — 2015
Bachelor’s Degree, Marketing, 3.84
Sandy (Soares) Capobianco's Morgan Stanley Wealth Management Experience December 2013 - Present
Job Senior Registered Associate Financial Planning Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management December 2013 - Present
UBS Wealth Management March 2007 - December 2013
Morgan Stanley May 2000 - March 2007
State Street Bank May 1998 - May 2000
Skills
Client Services, FINRA, Financial Services
Education
Bentley University 1994 — 1998
BS, Marketing & Management
Arlington Catholic High School 1990 — 1994
St. Agnes School 1982 — 1990
Morgan Stanley Wealth Management December 2013 - Present
UBS Wealth Management March 2007 - December 2013
Morgan Stanley May 2000 - March 2007
State Street Bank May 1998 - May 2000
Skills
Client Services, FINRA, Financial Services
Education
Bentley University 1994 — 1998
BS, Marketing & Management
Arlington Catholic High School 1990 — 1994
St. Agnes School 1982 — 1990
Blake Ellison's Morgan Stanley Wealth Management Experience October 2007 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2007 - Present
UBS Wealth Management October 1997 - October 2007
Olde Investments June 1993 - October 1997
Education
Bentley University 1989 — 1993
B.S., Finance
Morgan Stanley Wealth Management October 2007 - Present
UBS Wealth Management October 1997 - October 2007
Olde Investments June 1993 - October 1997
Education
Bentley University 1989 — 1993
B.S., Finance
Michelle L. Gatewood's Morgan Stanley Wealth Management Experience September 2012 - March 2015
Job DuPont Washington Works
Industry Chemicals
Experience
DuPont June 2015 - Present
Morgan Stanley Wealth Management September 2012 - March 2015
ACE Adjustment Services May 2010 - May 2012
Credit Base International Srl June 2004 - December 2009
SA.I.L. Srl November 2003 - May 2004
Skills
Vendor Management, Debt Settlement, Risk Management, Skip Tracing, Debt Management, Call Center, Credit Cards, Portfolio Management, Financial Analysis, Cash Flow, Consumer Debt, Website Development, Web Project Management, Collections, Collection Development, FDCPA, Employee Management, Employee Training, International Sales, Sales Management, Unsecured Loans, NPL, Medical Debt Collections, Customer Service, Contract Negotiation, Call Centers, Negotiation, Outsourcing, Accounts Receivable, Leadership, CRM, Financial Risk
Education
Bauder College 1989 — 1990
Associate of Arts Degreee in Business Administration, Business Management/Economics
DuPont June 2015 - Present
Morgan Stanley Wealth Management September 2012 - March 2015
ACE Adjustment Services May 2010 - May 2012
Credit Base International Srl June 2004 - December 2009
SA.I.L. Srl November 2003 - May 2004
Skills
Vendor Management, Debt Settlement, Risk Management, Skip Tracing, Debt Management, Call Center, Credit Cards, Portfolio Management, Financial Analysis, Cash Flow, Consumer Debt, Website Development, Web Project Management, Collections, Collection Development, FDCPA, Employee Management, Employee Training, International Sales, Sales Management, Unsecured Loans, NPL, Medical Debt Collections, Customer Service, Contract Negotiation, Call Centers, Negotiation, Outsourcing, Accounts Receivable, Leadership, CRM, Financial Risk
Education
Bauder College 1989 — 1990
Associate of Arts Degreee in Business Administration, Business Management/Economics
Jorge Alpuente Jorge Alpuente's Morgan Stanley Wealth Management Experience June 2013 - August 2013
Job Risk Consulting Associate at KPMG US
Industry Financial Services
Experience
KPMG US July 2015 - Present
KPMG US June 2014 - August 2014
Morgan Stanley Wealth Management June 2013 - August 2013
Thomson Reuters June 2012 - September 2012
Skills
Salesforce.com, Market Research, Financial Markets, Bloomberg, Spanish, Financial Modeling, Public Speaking, PowerPoint, Financial Analysis, Due Diligence, Event Planning
Education
Binghamton University - School of Management 2011 — 2015
Bachelor of Science (B.S.), International Business
Mamaroneck High School 2008 — 2011
KPMG US July 2015 - Present
KPMG US June 2014 - August 2014
Morgan Stanley Wealth Management June 2013 - August 2013
Thomson Reuters June 2012 - September 2012
Skills
Salesforce.com, Market Research, Financial Markets, Bloomberg, Spanish, Financial Modeling, Public Speaking, PowerPoint, Financial Analysis, Due Diligence, Event Planning
Education
Binghamton University - School of Management 2011 — 2015
Bachelor of Science (B.S.), International Business
Mamaroneck High School 2008 — 2011
Johanna Trujillo Johanna Trujillo's Morgan Stanley Wealth Management Experience December 2011 - Present
Job Senior Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management December 2011 - Present
Skills
Microsoft Word, Microsoft Excel, PowerPoint, 3D, Thompson One, Microsoft Office, Bloomberg Terminal
Education
Florida International University 2014 — 2015
Master of Business Administration (M.B.A.), International Business, A
Baruch College, City University of New York (CUNY) 2004 — 2006
Bachelor’s Degree, Finance, General
Morgan Stanley Wealth Management December 2011 - Present
Skills
Microsoft Word, Microsoft Excel, PowerPoint, 3D, Thompson One, Microsoft Office, Bloomberg Terminal
Education
Florida International University 2014 — 2015
Master of Business Administration (M.B.A.), International Business, A
Baruch College, City University of New York (CUNY) 2004 — 2006
Bachelor’s Degree, Finance, General
Chitra Hota's Morgan Stanley Wealth Management Experience June 2015 - Present
Job
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2015 - Present
Merrill Lynch Wealth Management April 2011 - June 2015
CRH Value Consultants LLC December 2008 - March 2011
Merrill Lynch Investment Banking March 1997 - April 2009
Skills
SDLC, Integration, Business Intelligence, Business Analysis, Software Development, Requirements Gathering, Management, Sourcing, SOA, Outsourcing, Application Architecture, Business Process..., Start-ups, Resource Allocation, Investment Banking, Cloud Computing, Process Improvement, Building Leadership..., Budget Forecasts, Legacy Modernization, Legacy System Conversion
Education
Birla Institute of Technology & Science, Pilani
Bachelor’s Degree
Morgan Stanley Wealth Management June 2015 - Present
Merrill Lynch Wealth Management April 2011 - June 2015
CRH Value Consultants LLC December 2008 - March 2011
Merrill Lynch Investment Banking March 1997 - April 2009
Skills
SDLC, Integration, Business Intelligence, Business Analysis, Software Development, Requirements Gathering, Management, Sourcing, SOA, Outsourcing, Application Architecture, Business Process..., Start-ups, Resource Allocation, Investment Banking, Cloud Computing, Process Improvement, Building Leadership..., Budget Forecasts, Legacy Modernization, Legacy System Conversion
Education
Birla Institute of Technology & Science, Pilani
Bachelor’s Degree
Dave Cornett Dave Cornett's Morgan Stanley Wealth Management Experience January 2014 - Present
Job Worship Pastor
Industry Religious Institutions
Experience
Morgan Stanley Wealth Management January 2014 - Present
Family Church Gardens May 2010 - Present
Morgan Stanley Wealth Management December 2007 - February 2012
Skills
Music, Church Events, Volunteer Management, Discipleship, Nonprofits, Public Speaking, Youth Ministry, Singing, Piano, Theology, Marketing, Guitar, Preaching, Wealth Management...
Education
The Southern Baptist Theological Seminary 2012 — 2017
Masters of Divinity (in progress), Theology/Theological Studies
Belmont University 2001 — 2003
Bachelor of Business Administration (B.B.A.), Music Industry Management
Morgan Stanley Wealth Management January 2014 - Present
Family Church Gardens May 2010 - Present
Morgan Stanley Wealth Management December 2007 - February 2012
Skills
Music, Church Events, Volunteer Management, Discipleship, Nonprofits, Public Speaking, Youth Ministry, Singing, Piano, Theology, Marketing, Guitar, Preaching, Wealth Management...
Education
The Southern Baptist Theological Seminary 2012 — 2017
Masters of Divinity (in progress), Theology/Theological Studies
Belmont University 2001 — 2003
Bachelor of Business Administration (B.B.A.), Music Industry Management
Aleksandr Brezgin Aleksandr Brezgin's Morgan Stanley Wealth Management Experience September 2011 - May 2015
Job Portfolio Management Associate Fixed Income at Morgan Stanley Private Wealth Management
Industry Investment Management
Experience
Morgan Stanley Private Wealth Management June 2015 - Present
Morgan Stanley Wealth Management September 2011 - May 2015
Baruch College March 2010 - August 2011
UBS January 2010 - May 2010
Capital Invest June 2005 - June 2006
Skills
PowerPoint, Word, Excel, Bloomberg, Reuters, Morningstar, S&P, Research, Quantitative Analysis, Investments, Statistics, Economics, Factiva, LexisNexis, 10K, Financial Analysis, Annuities, Fixed Income, VBA, SQL, Factset, MBS, Options, FX Spot, Performance Measurement, Amortization Schedules, Yields, Dividends, Russian, Tactical Asset..., Performance Benchmarking, Quantitative Analytics, Series 7, Wealth Management
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2010
BBA, Finance and Investments, Economics and Mathematics
Higher School of Economics 2004 — 2006
BS, Mathematics and Economics
Gymnasium 17 1994 — 2004
High School Diploma, Concentration in Mathematics, 4.0
Morgan Stanley Private Wealth Management June 2015 - Present
Morgan Stanley Wealth Management September 2011 - May 2015
Baruch College March 2010 - August 2011
UBS January 2010 - May 2010
Capital Invest June 2005 - June 2006
Skills
PowerPoint, Word, Excel, Bloomberg, Reuters, Morningstar, S&P, Research, Quantitative Analysis, Investments, Statistics, Economics, Factiva, LexisNexis, 10K, Financial Analysis, Annuities, Fixed Income, VBA, SQL, Factset, MBS, Options, FX Spot, Performance Measurement, Amortization Schedules, Yields, Dividends, Russian, Tactical Asset..., Performance Benchmarking, Quantitative Analytics, Series 7, Wealth Management
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2010
BBA, Finance and Investments, Economics and Mathematics
Higher School of Economics 2004 — 2006
BS, Mathematics and Economics
Gymnasium 17 1994 — 2004
High School Diploma, Concentration in Mathematics, 4.0
Salvatore Corso's Morgan Stanley Wealth Management Experience May 2013 - May 2013
Job Uprise Records & Gold Village Entertainment
Industry Music
Experience
Gold Village Entertainment October 2015 - Present
Uprise Music September 2015 - Present
CardWorks Servicing June 2014 - August 2014
Cuttone & Co. June 2013 - July 2013
Morgan Stanley Wealth Management May 2013 - May 2013
CM Group LLC June 2012 - August 2012
CM Group LLC June 2011 - August 2011
Skills
Microsoft Office, SAS programming, Social Networking, Management, Microsoft Word, Microsoft Excel, PowerPoint, Twitter, Access, Public Speaking, Event Planning, Facebook, Social Media, Leadership, Customer Service, Time Management, Teamwork, Marketing, Research
Education
Berklee College of Music 2015 — 2016
Master's Certificate, Artist Management
James Madison University 2011 — 2015
Bachelor of Business Administration, Economics
Gold Village Entertainment October 2015 - Present
Uprise Music September 2015 - Present
CardWorks Servicing June 2014 - August 2014
Cuttone & Co. June 2013 - July 2013
Morgan Stanley Wealth Management May 2013 - May 2013
CM Group LLC June 2012 - August 2012
CM Group LLC June 2011 - August 2011
Skills
Microsoft Office, SAS programming, Social Networking, Management, Microsoft Word, Microsoft Excel, PowerPoint, Twitter, Access, Public Speaking, Event Planning, Facebook, Social Media, Leadership, Customer Service, Time Management, Teamwork, Marketing, Research
Education
Berklee College of Music 2015 — 2016
Master's Certificate, Artist Management
James Madison University 2011 — 2015
Bachelor of Business Administration, Economics
Saba Jaffery Zahid, CISM's Morgan Stanley Wealth Management Experience May 2010 - November 2012
Job Vice President Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2014 - Present
BNY Mellon February 2013 - March 2014
Morgan Stanley November 2011 - February 2013
Morgan Stanley Wealth Management May 2010 - November 2012
Morgan Stanley September 2005 - May 2010
Skills
Risk Management, Operational Risk..., Information Security, Financial Services, Operational Risk, Enterprise Risk..., Information Security..., Vendor Management, Risk Assessment, IT Risk Management, Security Awareness, Data Privacy, Incident Management, Governance, Security, Alternative Investments, IT Audit, Portfolio Management, Fixed Income, Information Technology, Computer Security, Banking, Wealth Management, Strategy, Business Continuity, CISM, Management
Education
New York University 2009 — 2012
Master's Degree, Management & Systems
City University of New York-Baruch College - Zicklin School of Business 2001 — 2005
Bachelor of Business Administration (B.B.A.)
Morgan Stanley March 2014 - Present
BNY Mellon February 2013 - March 2014
Morgan Stanley November 2011 - February 2013
Morgan Stanley Wealth Management May 2010 - November 2012
Morgan Stanley September 2005 - May 2010
Skills
Risk Management, Operational Risk..., Information Security, Financial Services, Operational Risk, Enterprise Risk..., Information Security..., Vendor Management, Risk Assessment, IT Risk Management, Security Awareness, Data Privacy, Incident Management, Governance, Security, Alternative Investments, IT Audit, Portfolio Management, Fixed Income, Information Technology, Computer Security, Banking, Wealth Management, Strategy, Business Continuity, CISM, Management
Education
New York University 2009 — 2012
Master's Degree, Management & Systems
City University of New York-Baruch College - Zicklin School of Business 2001 — 2005
Bachelor of Business Administration (B.B.A.)
Saakshi Monga Saakshi Monga's Morgan Stanley Wealth Management Experience August 2007 - December 2007
Job Digital Marketing Professional
Industry Marketing and Advertising
Experience
American University 2015 - Present
GMMB December 2014 - Present
GMMB October 2013 - December 2014
GMMB January 2012 - October 2013
GMMB April 2011 - December 2011
MICROS eCommerce July 2008 - March 2011
Morgan Stanley Wealth Management August 2007 - December 2007
Shinsei Bank, Ltd. June 2007 - August 2007
Citigroup June 2006 - August 2006
Tokyo American Club May 2005 - August 2005
Skills
Google Adwords..., Facebook Advertising, Google Analytics, Google Adwords, MSN AdCenter, Omniture, Yahoo Search Marketing, Interactive Marketing..., Digital Marketing, Media Buying, Social Media Marketing, Multilingual, Multivariate Testing, Multivariate Analysis, Marketing Strategy
Education
Georgetown University 2011 — 2012
Digital Media Management Certificate
Franklin & Marshall College 2004 — 2008
B.A., International Business
Bilkent University 2006 — 2007
Exchange Program, Management, International Business, International Marketing
Seisen International School
International Baccalaureate
American University 2015 - Present
GMMB December 2014 - Present
GMMB October 2013 - December 2014
GMMB January 2012 - October 2013
GMMB April 2011 - December 2011
MICROS eCommerce July 2008 - March 2011
Morgan Stanley Wealth Management August 2007 - December 2007
Shinsei Bank, Ltd. June 2007 - August 2007
Citigroup June 2006 - August 2006
Tokyo American Club May 2005 - August 2005
Skills
Google Adwords..., Facebook Advertising, Google Analytics, Google Adwords, MSN AdCenter, Omniture, Yahoo Search Marketing, Interactive Marketing..., Digital Marketing, Media Buying, Social Media Marketing, Multilingual, Multivariate Testing, Multivariate Analysis, Marketing Strategy
Education
Georgetown University 2011 — 2012
Digital Media Management Certificate
Franklin & Marshall College 2004 — 2008
B.A., International Business
Bilkent University 2006 — 2007
Exchange Program, Management, International Business, International Marketing
Seisen International School
International Baccalaureate
Kimberly Markowitz's Morgan Stanley Wealth Management Experience September 2010 - December 2010
Job Analyst, Global Strategic Finance Clinique, Origins & Ojon at The Estée Lauder Companies Inc.
Industry Cosmetics
Experience
The Estée Lauder Companies Inc. August 2015 - Present
The Estée Lauder Companies Inc. August 2013 - Present
Lazard Capital Markets November 2010 - November 2013
Enterprise Rent-A-Car August 2012 - July 2013
Morgan Stanley Wealth Management September 2010 - December 2010
Skills
Analysis, Management, Retail, Sales
Education
Pace University - Lubin School of Business 2014 — 2017
Master of Business Administration (MBA), International Business & Finance
Bentley University 2007 — 2011
Bachelor of Science (BS), Economics-Finance
RMIT University 2009 — 2009
Bachelor of Science (BS), Economics-Finance
The Estée Lauder Companies Inc. August 2015 - Present
The Estée Lauder Companies Inc. August 2013 - Present
Lazard Capital Markets November 2010 - November 2013
Enterprise Rent-A-Car August 2012 - July 2013
Morgan Stanley Wealth Management September 2010 - December 2010
Skills
Analysis, Management, Retail, Sales
Education
Pace University - Lubin School of Business 2014 — 2017
Master of Business Administration (MBA), International Business & Finance
Bentley University 2007 — 2011
Bachelor of Science (BS), Economics-Finance
RMIT University 2009 — 2009
Bachelor of Science (BS), Economics-Finance
Malgorzata (Gosia) Pawlak's Morgan Stanley Wealth Management Experience September 2007 - December 2007
Job Paid Search | Digital Marketing
Industry Marketing and Advertising
Experience
Booyah Advertising August 2015 - Present
Cabela's August 2013 - August 2015
Trada June 2012 - March 2015
Millennium Challenge Corporation June 2012 - May 2013
University of Denver September 2010 - March 2012
Search For Common Ground September 2011 - December 2011
The White House Project September 2010 - August 2011
Coty June 2010 - August 2010
MTV Networks September 2008 - December 2008
Morgan Stanley Wealth Management September 2007 - December 2007
Skills
Marketing, Paid Search Strategy, Strategy, Foreign Languages, Online Advertising, PPC Bid Management, Google Adwords..., Keyword Research, Google Adwords, Content Marketing, Display Advertising, Conversion Optimization, Mobile Marketing, SEO, Social Media Marketing, Social Media, Strategic Communications, E-commerce, E-commerce Optimization
Education
University of Denver 2010 — 2012
Master of Arts, International Development
Barnard College 2006 — 2010
Bachelor of Arts, Political Science
Booyah Advertising August 2015 - Present
Cabela's August 2013 - August 2015
Trada June 2012 - March 2015
Millennium Challenge Corporation June 2012 - May 2013
University of Denver September 2010 - March 2012
Search For Common Ground September 2011 - December 2011
The White House Project September 2010 - August 2011
Coty June 2010 - August 2010
MTV Networks September 2008 - December 2008
Morgan Stanley Wealth Management September 2007 - December 2007
Skills
Marketing, Paid Search Strategy, Strategy, Foreign Languages, Online Advertising, PPC Bid Management, Google Adwords..., Keyword Research, Google Adwords, Content Marketing, Display Advertising, Conversion Optimization, Mobile Marketing, SEO, Social Media Marketing, Social Media, Strategic Communications, E-commerce, E-commerce Optimization
Education
University of Denver 2010 — 2012
Master of Arts, International Development
Barnard College 2006 — 2010
Bachelor of Arts, Political Science
Angela Lestrade Angela Lestrade's Morgan Stanley Wealth Management Experience April 2013 - Present
Job Assistant Vice President, Relationship Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2013 - Present
Morgan Stanley Wealth Management February 2010 - April 2013
Morgan Stanley 2008 - 2009
Allianz Global InvestorsALLIANZ GLOBAL INVESTORS 2004 - 2007
Skills
Investments, Banking, Securities, Series 7, Mutual Funds, Project Coordination, Series 6, Series 63, Finance, Financial Services, Wealth Management, Analysis
Education
Fordham University - Graduate School of Business Administration 2015 — 2015
MBA, Global Business Management
City University of New York-Baruch College 1999 — 2004
Bachelor of Business Administration (BBA)
Morgan Stanley Wealth Management April 2013 - Present
Morgan Stanley Wealth Management February 2010 - April 2013
Morgan Stanley 2008 - 2009
Allianz Global InvestorsALLIANZ GLOBAL INVESTORS 2004 - 2007
Skills
Investments, Banking, Securities, Series 7, Mutual Funds, Project Coordination, Series 6, Series 63, Finance, Financial Services, Wealth Management, Analysis
Education
Fordham University - Graduate School of Business Administration 2015 — 2015
MBA, Global Business Management
City University of New York-Baruch College 1999 — 2004
Bachelor of Business Administration (BBA)
Jory Sandusky's Morgan Stanley Wealth Management Experience March 2010 - March 2013
Job Managing Director, Client Experience at Ascent Private Capital Management of U.S. Bank
Industry Financial Services
Experience
U.S. Bank April 2015 - Present
Episcopal Charities within the Diocese of California March 2013 - April 2015
Morgan Stanley Wealth Management March 2010 - March 2013
Hertz 2009 - March 2010
United Airlines January 2006 - August 2008
United Airlines March 2000 - January 2006
Skills
Management, Marketing, Vendor Management, Process Improvement, Program Management, Event Planning, Change Management, Salesforce.com, Recruiting, Strategic Planning, Team Leadership, Customer Service, Fundraising, Operations Management, Project Planning, Accounting, Business Travel, Employee Relations, Social Media Marketing, Leadership Development, Sales, Brand Development, Marketing Management, Philanthropy, B2B Marketing, Global Marketing, Employee Engagement, Training & Development, Vendor Relations, Video Production, Videography, Six Sigma, Personnel Recruiting, Non-profit Fund..., Customer Experience, Customer Engagement, Travel Management, Change Leadership, International Business, International Marketing, Global Operations, Global Strategy, Business Process..., Small Group..., Small Group..., WordPress, SharePoint, Microsoft Office, Graphic Design
Education
California State University-Long Beach 2002 — 2004
Bachelors of Science, Finance, Real Estate and Law
Biola University 1996 — 1999
Marketing
Clayton Valley High School 1992 — 1996
U.S. Bank April 2015 - Present
Episcopal Charities within the Diocese of California March 2013 - April 2015
Morgan Stanley Wealth Management March 2010 - March 2013
Hertz 2009 - March 2010
United Airlines January 2006 - August 2008
United Airlines March 2000 - January 2006
Skills
Management, Marketing, Vendor Management, Process Improvement, Program Management, Event Planning, Change Management, Salesforce.com, Recruiting, Strategic Planning, Team Leadership, Customer Service, Fundraising, Operations Management, Project Planning, Accounting, Business Travel, Employee Relations, Social Media Marketing, Leadership Development, Sales, Brand Development, Marketing Management, Philanthropy, B2B Marketing, Global Marketing, Employee Engagement, Training & Development, Vendor Relations, Video Production, Videography, Six Sigma, Personnel Recruiting, Non-profit Fund..., Customer Experience, Customer Engagement, Travel Management, Change Leadership, International Business, International Marketing, Global Operations, Global Strategy, Business Process..., Small Group..., Small Group..., WordPress, SharePoint, Microsoft Office, Graphic Design
Education
California State University-Long Beach 2002 — 2004
Bachelors of Science, Finance, Real Estate and Law
Biola University 1996 — 1999
Marketing
Clayton Valley High School 1992 — 1996
Andrew Crow Andrew Crow's Morgan Stanley Wealth Management Experience September 2012 - December 2012
Job Consultant PC at Deloitte Consulting
Industry Financial Services
Experience
Deloitte Consulting August 2015 - Present
Deloitte Consulting June 2014 - Present
Pearl Meyer & Partners June 2013 - December 2013
Preston Todd Advisors September 2012 - December 2012
Morgan Stanley Wealth Management September 2012 - December 2012
Liberty Mutual Insurance June 2012 - September 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Outlook, Public Speaking
Education
Bentley University 2010 — 2014
Bachelor of Science (BS), Economics and Finance, Junior
Solon High School
Solon High School
Universitat Autònoma de Barcelona
International Business
Deloitte Consulting August 2015 - Present
Deloitte Consulting June 2014 - Present
Pearl Meyer & Partners June 2013 - December 2013
Preston Todd Advisors September 2012 - December 2012
Morgan Stanley Wealth Management September 2012 - December 2012
Liberty Mutual Insurance June 2012 - September 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Outlook, Public Speaking
Education
Bentley University 2010 — 2014
Bachelor of Science (BS), Economics and Finance, Junior
Solon High School
Solon High School
Universitat Autònoma de Barcelona
International Business
Stephen Mazzei's Morgan Stanley Wealth Management Experience April 2003 - November 2012
Job Financial Advisor at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services November 2012 - Present
Morgan Stanley Wealth Management April 2003 - November 2012
Skills
Retirement Planning, Personal Financial..., Securities, Fixed Income, Variable Annuities, Asset Allocation, Uniform Combined State..., Investment Advisory, Finance, Wealth Management, Series 7, Mutual Funds, Investments, Financial Advisory, Retirement, Financial Planning, Investment Strategies, Series 63
Education
Bentley College 1983 — 1987
Bachelor of Science, Economis/Finance
Raymond James Financial Services November 2012 - Present
Morgan Stanley Wealth Management April 2003 - November 2012
Skills
Retirement Planning, Personal Financial..., Securities, Fixed Income, Variable Annuities, Asset Allocation, Uniform Combined State..., Investment Advisory, Finance, Wealth Management, Series 7, Mutual Funds, Investments, Financial Advisory, Retirement, Financial Planning, Investment Strategies, Series 63
Education
Bentley College 1983 — 1987
Bachelor of Science, Economis/Finance
Sharif Hassan Sharif Hassan's Morgan Stanley Wealth Management Experience June 2009 - Present
Job Legal & Compliance Analyst/Paralegal at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2009 - Present
Citi-Smith Barney January 2008 - May 2009
KAP Planning Ltd. September 2007 - January 2008
AXA Advisors, LLC November 2006 - August 2007
Cool Wireless Inc. (T-mobile) June 2004 - December 2006
MetLife June 2003 - August 2003
Skills
Microsoft Excel, Microsoft Word, Adobe Acrobat, Research, Financial Analysis
Education
Baruch College 2004 — 2007
Bachelor of Business Administration (B.B.A.), Finance and Investments
Laguardia Community College 2002 — 2004
Associate's degree, Computer Science
Morgan Stanley Wealth Management June 2009 - Present
Citi-Smith Barney January 2008 - May 2009
KAP Planning Ltd. September 2007 - January 2008
AXA Advisors, LLC November 2006 - August 2007
Cool Wireless Inc. (T-mobile) June 2004 - December 2006
MetLife June 2003 - August 2003
Skills
Microsoft Excel, Microsoft Word, Adobe Acrobat, Research, Financial Analysis
Education
Baruch College 2004 — 2007
Bachelor of Business Administration (B.B.A.), Finance and Investments
Laguardia Community College 2002 — 2004
Associate's degree, Computer Science
Max Johnson's Morgan Stanley Wealth Management Experience 2012 - 2012
Job Southeast Marketing Representative at Crestwood LP
Industry Oil & Energy
Experience
Crestwood Midstream Partners LP April 2013 - Present
Fox Sports 2011 - January 2012
Morgan Stanley Wealth Management 2012 - 2012
Program Productions, Inc. 2010 - 2012
Skills
Argus Modeling, Microsoft Word, Microsoft Excel, microsoft powerpoint, Sales, 3D, FACT, Stata, Morningstar, Valuation Modeling, Customer Service, Marketing, Microsoft Office
Education
University of Kansas 2009 — 2012
Bachelor's degree, Finance, General
University of Kansas 2009 — 2012
Minor, Economics
Benedictine College 2008 — 2009
bvn
Crestwood Midstream Partners LP April 2013 - Present
Fox Sports 2011 - January 2012
Morgan Stanley Wealth Management 2012 - 2012
Program Productions, Inc. 2010 - 2012
Skills
Argus Modeling, Microsoft Word, Microsoft Excel, microsoft powerpoint, Sales, 3D, FACT, Stata, Morningstar, Valuation Modeling, Customer Service, Marketing, Microsoft Office
Education
University of Kansas 2009 — 2012
Bachelor's degree, Finance, General
University of Kansas 2009 — 2012
Minor, Economics
Benedictine College 2008 — 2009
bvn
Mehvish Chubet Mehvish Chubet's Morgan Stanley Wealth Management Experience July 2009 - Present
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2009 - Present
Skills
Wealth Management, Financial Analysis, Superior Client Service, Administrative Work, Document Management, Document Review, Expense Reports, Expense Management
Education
Berkeley College 2007 — 2010
Bachelor's degree, Finance and Financial Management Services
Morgan Stanley Wealth Management July 2009 - Present
Skills
Wealth Management, Financial Analysis, Superior Client Service, Administrative Work, Document Management, Document Review, Expense Reports, Expense Management
Education
Berkeley College 2007 — 2010
Bachelor's degree, Finance and Financial Management Services
Ala Makushenka Ala Makushenka's Morgan Stanley Wealth Management Experience May 2013 - February 2014
Job Trust Administrative Officer at U.S. Trust, Bank of America Private Wealth Management
Industry Financial Services
Experience
U.S. Trust, Bank of America Private Wealth Management April 2014 - Present
Morgan Stanley Wealth Management May 2013 - February 2014
Empire Wealth Strategies January 2013 - April 2013
Education
City University of New York-Baruch College 2010 — 2013
BBA, Finance & Investments, Cum Laude
Minski Dzjaržauny Lingvistyèny Universitet 2001 — 2006
BA, Linguistics
U.S. Trust, Bank of America Private Wealth Management April 2014 - Present
Morgan Stanley Wealth Management May 2013 - February 2014
Empire Wealth Strategies January 2013 - April 2013
Education
City University of New York-Baruch College 2010 — 2013
BBA, Finance & Investments, Cum Laude
Minski Dzjaržauny Lingvistyèny Universitet 2001 — 2006
BA, Linguistics
James Nudy's Morgan Stanley Wealth Management Experience July 2012 - December 2012
Job Analyst at BlackRock
Industry Financial Services
Experience
BlackRock February 2013 - Present
BlackRock January 2015 - May 2015
Morgan Stanley Wealth Management July 2012 - December 2012
Nudy's Cafe July 2008 - July 2012
Skills
Series 7, Management, Equity Research, Training, Microsoft Office, Microsoft Excel, Financial Analysis, Finance, Investments
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Economics-Finance: Minor Law
Choate Rosemary Hall 2005 — 2008
BlackRock February 2013 - Present
BlackRock January 2015 - May 2015
Morgan Stanley Wealth Management July 2012 - December 2012
Nudy's Cafe July 2008 - July 2012
Skills
Series 7, Management, Equity Research, Training, Microsoft Office, Microsoft Excel, Financial Analysis, Finance, Investments
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Economics-Finance: Minor Law
Choate Rosemary Hall 2005 — 2008
Mary Gaffney Mary Gaffney's Morgan Stanley Wealth Management Experience December 1997 - Present
Job Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management December 1997 - Present
The Greater Ridgewood Youth Council January 2000 - April 2004
Prudential Financial July 1995 - December 1997
Skills
Fixed Income, Financial Modeling, Product Control, Variance Analysis, Trading, Private Banking, Investment Banking, Accounting, Analysis, Derivatives, Equities
Education
Baruch College
Bachelor of Arts (BA), Accounting
Morgan Stanley Wealth Management December 1997 - Present
The Greater Ridgewood Youth Council January 2000 - April 2004
Prudential Financial July 1995 - December 1997
Skills
Fixed Income, Financial Modeling, Product Control, Variance Analysis, Trading, Private Banking, Investment Banking, Accounting, Analysis, Derivatives, Equities
Education
Baruch College
Bachelor of Arts (BA), Accounting
Christian Stahlman Christian Stahlman's Morgan Stanley Wealth Management Experience May 2014 - August 2014
Job Private Wealth
Industry Financial Services
Experience
Baystate Financial May 2015 - September 2015
Morgan Stanley Wealth Management May 2014 - August 2014
Barclays Wealth and Investment Management May 2013 - July 2013
Wellington Shields June 2012 - July 2012
NOAA June 2010 - June 2010
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2015 — 2016
Master's Degree
Bentley University 2011 — 2015
Bachelor’s Degree
University of London 2013 — 2013
Naples High School 2007 — 2011
Baystate Financial May 2015 - September 2015
Morgan Stanley Wealth Management May 2014 - August 2014
Barclays Wealth and Investment Management May 2013 - July 2013
Wellington Shields June 2012 - July 2012
NOAA June 2010 - June 2010
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2015 — 2016
Master's Degree
Bentley University 2011 — 2015
Bachelor’s Degree
University of London 2013 — 2013
Naples High School 2007 — 2011
Marsha Delisca's Morgan Stanley Wealth Management Experience June 2012 - Present
Job Operations Analyst at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2012 - Present
Morgan Stanley Wealth Management June 2011 - August 2011
Baruch College 2010 - 2011
Tanaka Capital Management February 2009 - February 2010
Volunteer Income Tax Assistance 2009 - 2010
Skills
Accounting, Data Analysis, Communication, Income Tax, Mathematics, Motivational Speaking, Leadership, Data Mining, Performance Reporting, Social Psychology, Financial Modeling, Microsoft Office, Microsoft Excel, Financial Analysis, PowerPoint, Analysis, Finance
Education
Baruch College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Morgan Stanley Wealth Management June 2012 - Present
Morgan Stanley Wealth Management June 2011 - August 2011
Baruch College 2010 - 2011
Tanaka Capital Management February 2009 - February 2010
Volunteer Income Tax Assistance 2009 - 2010
Skills
Accounting, Data Analysis, Communication, Income Tax, Mathematics, Motivational Speaking, Leadership, Data Mining, Performance Reporting, Social Psychology, Financial Modeling, Microsoft Office, Microsoft Excel, Financial Analysis, PowerPoint, Analysis, Finance
Education
Baruch College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Carolina Urena Carolina Urena's Morgan Stanley Wealth Management Experience May 2010 - Present
Job Vice President, Field Engagement at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2010 - Present
JPMorgan Chase June 2000 - May 2010
Skills
Series 7, Product Management, Financial Services, Wealth Management, Securities, Product Strategies, Field Engagement, Internal Communications, Communication, Training, Website Updating
Education
Barnard College 2000 — 2004
Bachelor of Arts (B.A.), Political Economics
Morgan Stanley Wealth Management May 2010 - Present
JPMorgan Chase June 2000 - May 2010
Skills
Series 7, Product Management, Financial Services, Wealth Management, Securities, Product Strategies, Field Engagement, Internal Communications, Communication, Training, Website Updating
Education
Barnard College 2000 — 2004
Bachelor of Arts (B.A.), Political Economics
Al Acosta Al Acosta's Morgan Stanley Wealth Management Experience December 2013 - Present
Job
Industry Management Consulting
Experience
Morgan Stanley Wealth Management December 2013 - Present
Skills
Vendor Management, Business Development, CRM, Management, Program Management, Service Delivery..., IT Strategy, Financial Services, Outsourcing, Risk Management, Virtualization, Software Development, Leadership, Business Analysis, Business Process..., Project Management, Enterprise Architecture, Process Improvement, Team Leadership, Project Planning, Management Consulting, Integration, Strategy, ITIL, IT Management, Business Intelligence, PMO, Business Strategy, SDLC, Change Management, IT Service Management, Governance, Information Technology, Business Continuity, Infrastructure, Business Transformation, Project Portfolio..., Data Center, Business Process, Project Delivery, PMP, Software Project..., Cloud Computing, Disaster Recovery, Enterprise Software, IT Transformation, Consulting
Education
Baruch College 1978 — 1980
MBA
Morgan Stanley Wealth Management December 2013 - Present
Skills
Vendor Management, Business Development, CRM, Management, Program Management, Service Delivery..., IT Strategy, Financial Services, Outsourcing, Risk Management, Virtualization, Software Development, Leadership, Business Analysis, Business Process..., Project Management, Enterprise Architecture, Process Improvement, Team Leadership, Project Planning, Management Consulting, Integration, Strategy, ITIL, IT Management, Business Intelligence, PMO, Business Strategy, SDLC, Change Management, IT Service Management, Governance, Information Technology, Business Continuity, Infrastructure, Business Transformation, Project Portfolio..., Data Center, Business Process, Project Delivery, PMP, Software Project..., Cloud Computing, Disaster Recovery, Enterprise Software, IT Transformation, Consulting
Education
Baruch College 1978 — 1980
MBA
Dean Colvin, CFP® Dean Colvin, CFP®'s Morgan Stanley Wealth Management Experience April 2012 - March 2013
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Mid-Hudson Valley Camp — Esopus, NY August 2005 - Present
UBS Financial Services March 2013 - March 2015
Morgan Stanley Wealth Management April 2012 - March 2013
East Shore Partners, Inc. October 2011 - April 2012
Education
State University of New York at Binghamton 2007 — 2011
BA, Economics/English
Fidelity Investments March 2015 - Present
Mid-Hudson Valley Camp — Esopus, NY August 2005 - Present
UBS Financial Services March 2013 - March 2015
Morgan Stanley Wealth Management April 2012 - March 2013
East Shore Partners, Inc. October 2011 - April 2012
Education
State University of New York at Binghamton 2007 — 2011
BA, Economics/English
Alex Sable Alex Sable's Morgan Stanley Wealth Management Experience 2013 - Present
Job Client Service Associate at Morgan Stanley Wealth Management
Industry
Experience
Morgan Stanley Wealth Management 2013 - Present
Tarbut V' Torah Community Day School 2012 - 2013
Merage Jewish Community Center of Orange County 2012 - 2013
Merage Jewish Community Center of Orange County 2011 - 2012
Skills
Marketing, Event Planning, Leadership, Public Speaking, Mutual Funds, Series 7, Research, Social Networking, Financial Services, Creativity, Writing, Alto Saxophone, Hebrew
Education
City University of New York-Baruch College
Morgan Stanley Wealth Management 2013 - Present
Tarbut V' Torah Community Day School 2012 - 2013
Merage Jewish Community Center of Orange County 2012 - 2013
Merage Jewish Community Center of Orange County 2011 - 2012
Skills
Marketing, Event Planning, Leadership, Public Speaking, Mutual Funds, Series 7, Research, Social Networking, Financial Services, Creativity, Writing, Alto Saxophone, Hebrew
Education
City University of New York-Baruch College
Winsome P. Carter Winsome P. Carter's Morgan Stanley Wealth Management Experience 2001 - 2008
Job Vice President, Financial Advisor at Sage Rutty & Co., Inc
Industry Financial Services
Experience
Sage Rutty & Co., Inc 2008 - Present
Morgan Stanley Wealth Management 2001 - 2008
Merrill Lynch 1995 - 2001
Education
St. John Fisher College
Master of Business Administration (MBA), Business Administration and Management, General
Chase Management Training Program
Commercial Banking Management
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Economics
Sage Rutty & Co., Inc 2008 - Present
Morgan Stanley Wealth Management 2001 - 2008
Merrill Lynch 1995 - 2001
Education
St. John Fisher College
Master of Business Administration (MBA), Business Administration and Management, General
Chase Management Training Program
Commercial Banking Management
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Economics
Joseph Alshawish Joseph Alshawish's Morgan Stanley Wealth Management Experience 2012 - 2012
Job Furthering my education
Industry Financial Services
Experience
Mannan Grocery September 2013 - July 2015
Sovereign Bank 2012 - 2013
Morgan Stanley Wealth Management 2012 - 2012
Allen partners 2011 - 2011
Banana Republic GAP inc. 2005 - 2007
Skills
Investments, Customer Service, Microsoft Excel, Public Relations, Sales, Event Management, Bloomberg, PowerPoint, Marketing, Corporate Communications, Bloomberg Terminal, Customer Relations, Reuters 3000
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2012
B.B.A, Finance
Mannan Grocery September 2013 - July 2015
Sovereign Bank 2012 - 2013
Morgan Stanley Wealth Management 2012 - 2012
Allen partners 2011 - 2011
Banana Republic GAP inc. 2005 - 2007
Skills
Investments, Customer Service, Microsoft Excel, Public Relations, Sales, Event Management, Bloomberg, PowerPoint, Marketing, Corporate Communications, Bloomberg Terminal, Customer Relations, Reuters 3000
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2012
B.B.A, Finance
Hansen Yu Hansen Yu's Morgan Stanley Wealth Management Experience April 2013 - April 2014
Job Senior Advisory Consultant at EY
Industry Financial Services
Experience
EY April 2014 - Present
Morgan Stanley Wealth Management April 2013 - April 2014
Morgan Stanley Wealth Management May 2012 - April 2013
Dealmed December 2011 - May 2012
Northwestern Mutual May 2011 - January 2012
Asian Student Union August 2010 - May 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Anti Money Laundering, Online Research, Legal Research, Westlaw, Financial Risk, PowerPoint, KYC, Due Diligence, Finance, Financial Analysis, Management, Risk Management, Securities
Education
Binghamton University, State University of New York 2008 — 2011
BS, Financial Economics
State University of New York at Binghamton 2007 — 2011
Bachelor of Science (B.S.), Financial economics
Cardozo HS 2003 — 2007
EY April 2014 - Present
Morgan Stanley Wealth Management April 2013 - April 2014
Morgan Stanley Wealth Management May 2012 - April 2013
Dealmed December 2011 - May 2012
Northwestern Mutual May 2011 - January 2012
Asian Student Union August 2010 - May 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Anti Money Laundering, Online Research, Legal Research, Westlaw, Financial Risk, PowerPoint, KYC, Due Diligence, Finance, Financial Analysis, Management, Risk Management, Securities
Education
Binghamton University, State University of New York 2008 — 2011
BS, Financial Economics
State University of New York at Binghamton 2007 — 2011
Bachelor of Science (B.S.), Financial economics
Cardozo HS 2003 — 2007
Doreen Yeung Doreen Yeung's Morgan Stanley Wealth Management Experience January 2013 - August 2013
Job Digital Junior Associate at MediaVest
Industry Marketing and Advertising
Experience
Starcom MediaVest Group September 2014 - September 2015
NBCUniversal, Inc. February 2014 - May 2014
Morgan Stanley Wealth Management January 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Research, Editing, HTML, Event Planning, Spanish, Social Networking, Economics, Facebook
Education
Barnard College 2010 — 2014
Bachelor of Arts (BA), Economics
Columbia University in the City of New York 2010 — 2014
Bachelor of Arts (B.A.), Economics
Half Hollow Hills High School West 2006 — 2010
Starcom MediaVest Group September 2014 - September 2015
NBCUniversal, Inc. February 2014 - May 2014
Morgan Stanley Wealth Management January 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Research, Editing, HTML, Event Planning, Spanish, Social Networking, Economics, Facebook
Education
Barnard College 2010 — 2014
Bachelor of Arts (BA), Economics
Columbia University in the City of New York 2010 — 2014
Bachelor of Arts (B.A.), Economics
Half Hollow Hills High School West 2006 — 2010
Dana Hariton McQuade's Morgan Stanley Wealth Management Experience May 2011 - May 2015
Job Learning and Development Officer at RaleighDurham
Industry Professional Training & Coaching
Experience
Raleigh-Durham April 2015 - Present
Balance Lives April 2009 - Present
Results Coaching Systems May 2005 - Present
Morgan Stanley Wealth Management May 2011 - May 2015
Morgan Stanley December 2009 - September 2010
Wolters Kluwer NV September 2007 - March 2009
Starwood Hotels January 2006 - March 2007
Morgan Stanley October 1998 - May 2005
Standard and Poor's / McGraw-Hill September 1995 - October 1997
Prudential Securities – New York, NY 1992 - 1994
Skills
Vendor Management, Organizational..., Leadership Development, Strategy, Training, Talent Management, Leadership, Program Management, Management, Recruiting, Coaching, Team Building, Interviews, Onboarding, Consulting, Analysis, Staff Development
Education
Baruch College 1999 — 2001
MS, Industrial Psychology/Organizational Behavior
Cornell University 1988 — 1992
BA, Hotel, Business, Communications
Raleigh-Durham April 2015 - Present
Balance Lives April 2009 - Present
Results Coaching Systems May 2005 - Present
Morgan Stanley Wealth Management May 2011 - May 2015
Morgan Stanley December 2009 - September 2010
Wolters Kluwer NV September 2007 - March 2009
Starwood Hotels January 2006 - March 2007
Morgan Stanley October 1998 - May 2005
Standard and Poor's / McGraw-Hill September 1995 - October 1997
Prudential Securities – New York, NY 1992 - 1994
Skills
Vendor Management, Organizational..., Leadership Development, Strategy, Training, Talent Management, Leadership, Program Management, Management, Recruiting, Coaching, Team Building, Interviews, Onboarding, Consulting, Analysis, Staff Development
Education
Baruch College 1999 — 2001
MS, Industrial Psychology/Organizational Behavior
Cornell University 1988 — 1992
BA, Hotel, Business, Communications
Reece Chamberlain Reece Chamberlain's Morgan Stanley Wealth Management Experience June 2013 - October 2013
Job Student at Belmont University
Industry Financial Services
Experience
Parking Management Company May 2015 - Present
Upward Sports, Inc. April 2015 - Present
Morgan Stanley Wealth Management June 2013 - October 2013
Skills
PowerPoint, Social Networking, Social Media, Microsoft Excel, Microsoft Word, Leadership, Microsoft Office, Time Management, Facebook, Management
Education
Belmont University 2010 — 2015
Bachelor of Business Administration (B.B.A.), Marketing
Belmont University 2010 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Parking Management Company May 2015 - Present
Upward Sports, Inc. April 2015 - Present
Morgan Stanley Wealth Management June 2013 - October 2013
Skills
PowerPoint, Social Networking, Social Media, Microsoft Excel, Microsoft Word, Leadership, Microsoft Office, Time Management, Facebook, Management
Education
Belmont University 2010 — 2015
Bachelor of Business Administration (B.B.A.), Marketing
Belmont University 2010 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Jake Blumenthal Jake Blumenthal's Morgan Stanley Wealth Management Experience June 2009 - August 2009
Job Data Analyst at Context Matters Inc.
Industry Hospital & Health Care
Experience
Context Matters Inc. January 2015 - Present
Baruch College August 2013 - December 2014
NYC Health and Hospitals Corporation December 2012 - July 2013
MAC Specialties LTD March 2010 - June 2011
Morgan Stanley Wealth Management June 2009 - August 2009
Skills
Google Analytics, Google Adwords, Google Docs, Social Media Marketing, Salesforce.com, Microsoft Office, Analysis
Education
Baruch College 2013 — 2014
Master of Public Administration (M.P.A.), Healthcare Policy
University of Miami 2006 — 2010
Bachelor of Business Administration (B.B.A.), International Finance and Marketing
Context Matters Inc. January 2015 - Present
Baruch College August 2013 - December 2014
NYC Health and Hospitals Corporation December 2012 - July 2013
MAC Specialties LTD March 2010 - June 2011
Morgan Stanley Wealth Management June 2009 - August 2009
Skills
Google Analytics, Google Adwords, Google Docs, Social Media Marketing, Salesforce.com, Microsoft Office, Analysis
Education
Baruch College 2013 — 2014
Master of Public Administration (M.P.A.), Healthcare Policy
University of Miami 2006 — 2010
Bachelor of Business Administration (B.B.A.), International Finance and Marketing
Subodh Malhotra's Morgan Stanley Wealth Management Experience 2014 - July 2015
Job Financial Technology Executive | Director | Digital Strategy | Product Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2014 - July 2015
Morgan Stanley Wealth Management 2012 - 2014
Morgan Stanley Smith Barney June 2009 - June 2012
Citigroup January 2005 - May 2009
Citigroup 1998 - 2004
Smith Barney 1997 - 1998
CNA Insurance December 1992 - July 1996
Tata Consultancy Services 1986 - 1991
Skills
IT Executive Management, Wealth Management, Alternative Investments, Restricted Stock, Equities, Solution Architecture, SDLC, IT Strategy, Project Management, Vendor Management, IT Project & Program..., Integration, Risk Management, Employee Stock Options, Offshore Resource..., Equity Plans, E-commerce, Business Analysis, Financial Services, Management, Portfolio Management, Leadership, Program Management
Education
Birla Institute of Technology & Science, Pilani
Bachelor’s Degree, Electrical and Electronics Engineering
Birla Institute of Technology & Science, Pilani
Master’s Degree, Economics
Morgan Stanley Wealth Management 2014 - July 2015
Morgan Stanley Wealth Management 2012 - 2014
Morgan Stanley Smith Barney June 2009 - June 2012
Citigroup January 2005 - May 2009
Citigroup 1998 - 2004
Smith Barney 1997 - 1998
CNA Insurance December 1992 - July 1996
Tata Consultancy Services 1986 - 1991
Skills
IT Executive Management, Wealth Management, Alternative Investments, Restricted Stock, Equities, Solution Architecture, SDLC, IT Strategy, Project Management, Vendor Management, IT Project & Program..., Integration, Risk Management, Employee Stock Options, Offshore Resource..., Equity Plans, E-commerce, Business Analysis, Financial Services, Management, Portfolio Management, Leadership, Program Management
Education
Birla Institute of Technology & Science, Pilani
Bachelor’s Degree, Electrical and Electronics Engineering
Birla Institute of Technology & Science, Pilani
Master’s Degree, Economics
Natalie Santiago (Martellacci)'s Morgan Stanley Wealth Management Experience June 2009 - September 2014
Job Financial Services/Equity Compensation consulting services at NSM Consulting
Industry Financial Services
Experience
LA Fitness May 2015 - Present
Healthtrax Fitness & Wellness April 2015 - Present
NSM Consulting September 2014 - Present
Morgan Stanley Wealth Management June 2009 - September 2014
Citi Smith Barney June 1997 - June 2009
Prudential Securities – New York, NY January 1993 - May 1997
Skills
Product Management, Cross-platform..., Cross-functional Team..., Web Project Management, Business Requirements, User Acceptance Testing, Marketing Communications, Training & Development, User Experience, Usability, Vendor Management, Multilingual, FX, Product Development, Product Life Cycle..., Equities, Product Design, Product Demonstration, Financial Services, Risk Management, FX Options, Employee Training, Investments, Product Lifecycle..., Securities, Asset Management, Business Analysis, FINRA, Relationship Management, Strategy, Management, Wealth Management, Finance, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 1991 — 1996
Brooklyn Tech
LA Fitness May 2015 - Present
Healthtrax Fitness & Wellness April 2015 - Present
NSM Consulting September 2014 - Present
Morgan Stanley Wealth Management June 2009 - September 2014
Citi Smith Barney June 1997 - June 2009
Prudential Securities – New York, NY January 1993 - May 1997
Skills
Product Management, Cross-platform..., Cross-functional Team..., Web Project Management, Business Requirements, User Acceptance Testing, Marketing Communications, Training & Development, User Experience, Usability, Vendor Management, Multilingual, FX, Product Development, Product Life Cycle..., Equities, Product Design, Product Demonstration, Financial Services, Risk Management, FX Options, Employee Training, Investments, Product Lifecycle..., Securities, Asset Management, Business Analysis, FINRA, Relationship Management, Strategy, Management, Wealth Management, Finance, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 1991 — 1996
Brooklyn Tech
Bethany Carlisle Morris's Morgan Stanley Wealth Management Experience June 2007 - Present
Job Training and Communications Program Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2007 - Present
7-Eleven 2005 - 2007
Skills
Training, Instructional Design, Event Planning, Microsoft Excel, SnagIt, Employee Training, Captivate, Microsoft Office, Social Media, Strategic Planning, Leadership, E-Learning, Program Management, Project Management, PowerPoint, Public Speaking, Adobe Acrobat, Marketing, Customer Service, Management, Social Media Marketing, Advertising
Education
Griffith University 2003 — 2005
ABD, Communications
Baylor University 1995 — 1998
Bachelor of Arts (B.A.), Communications, Honors, Cum Laude
Morgan Stanley Wealth Management June 2007 - Present
7-Eleven 2005 - 2007
Skills
Training, Instructional Design, Event Planning, Microsoft Excel, SnagIt, Employee Training, Captivate, Microsoft Office, Social Media, Strategic Planning, Leadership, E-Learning, Program Management, Project Management, PowerPoint, Public Speaking, Adobe Acrobat, Marketing, Customer Service, Management, Social Media Marketing, Advertising
Education
Griffith University 2003 — 2005
ABD, Communications
Baylor University 1995 — 1998
Bachelor of Arts (B.A.), Communications, Honors, Cum Laude
Mafi Rahaman's Morgan Stanley Wealth Management Experience 2006 - Present
Job Vice President Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2006 - Present
Consulting 2002 - 2006
WebMD 2000 - 2002
International Business Corporation 1998 - 2000
Skills
Software Project..., IT Strategy, Wealth Management, Banking, Financial Services, SDLC, . NET, C#, ASP.NET,..., Java, JSP, EJB, Spring,..., C/C++, Multithreading,..., Data Modeling, SQL..., Agile, SCRUM, TDD, Enterprise Architecture, Risk Management, Vendor Management, Capital Markets, Financial Markets, Business Process, Requirements Analysis, SOA, Agile Methodologies, .NET, Consulting, Java Enterprise Edition, Management, C#
Education
City University of New York-Baruch College - Zicklin School of Business
MBA, Finance and Systems
National Institute of Technology Warangal
Bachelor of Technology (B.Tech.), Computer Science & Engineering
Morgan Stanley Wealth Management 2006 - Present
Consulting 2002 - 2006
WebMD 2000 - 2002
International Business Corporation 1998 - 2000
Skills
Software Project..., IT Strategy, Wealth Management, Banking, Financial Services, SDLC, . NET, C#, ASP.NET,..., Java, JSP, EJB, Spring,..., C/C++, Multithreading,..., Data Modeling, SQL..., Agile, SCRUM, TDD, Enterprise Architecture, Risk Management, Vendor Management, Capital Markets, Financial Markets, Business Process, Requirements Analysis, SOA, Agile Methodologies, .NET, Consulting, Java Enterprise Edition, Management, C#
Education
City University of New York-Baruch College - Zicklin School of Business
MBA, Finance and Systems
National Institute of Technology Warangal
Bachelor of Technology (B.Tech.), Computer Science & Engineering
Shayan Shafizadeh's Morgan Stanley Wealth Management Experience June 2009 - Present
Job Senior software engineering team lead
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2009 - Present
Citigroup 2005 - 2009
UBS 2000 - 2005
Skills
Software Project..., SQL, SDLC, Java, Requirements Analysis, Enterprise Architecture, JavaScript, Java Enterprise Edition, SOA, Integration, HTML, Solution Architecture, Web Development, IT Strategy, Websphere, Core Java, Web Services, XML, Software Development, Databases, Eclipse
Education
Baruch College, City University of New York (CUNY) 2005 — 2009
MBA, Real Estate & Finance
Queens College
BA, Computer Science
Morgan Stanley Wealth Management June 2009 - Present
Citigroup 2005 - 2009
UBS 2000 - 2005
Skills
Software Project..., SQL, SDLC, Java, Requirements Analysis, Enterprise Architecture, JavaScript, Java Enterprise Edition, SOA, Integration, HTML, Solution Architecture, Web Development, IT Strategy, Websphere, Core Java, Web Services, XML, Software Development, Databases, Eclipse
Education
Baruch College, City University of New York (CUNY) 2005 — 2009
MBA, Real Estate & Finance
Queens College
BA, Computer Science
Jeanne Cotroneo Darrow's Morgan Stanley Wealth Management Experience September 2013 - Present
Job Communications and Marketing Professional, Writer/Editor/Content Strategist
Industry Public Relations and Communications
Experience
Morgan Stanley November 2014 - Present
Morgan Stanley Wealth Management September 2013 - Present
Working With Words, LLC January 2001 - September 2013
NYSE Euronext January 2001 - August 2013
NYSE April 1998 - December 2000
Swiss Re June 1999 - August 1999
Standard & Poor's 1993 - 1998
Education
Fordham University - Graduate School of Business Administration 1998 — 2000
MBA
Binghamton University 1991 — 1992
BA
Dutchess Community College 1989 — 1991
AA
Morgan Stanley November 2014 - Present
Morgan Stanley Wealth Management September 2013 - Present
Working With Words, LLC January 2001 - September 2013
NYSE Euronext January 2001 - August 2013
NYSE April 1998 - December 2000
Swiss Re June 1999 - August 1999
Standard & Poor's 1993 - 1998
Education
Fordham University - Graduate School of Business Administration 1998 — 2000
MBA
Binghamton University 1991 — 1992
BA
Dutchess Community College 1989 — 1991
AA
Joan Miao's Morgan Stanley Wealth Management Experience July 2008 - April 2014
Job CEO, US Marine Ranch
Industry International Trade and Development
Experience
Seattle University March 2015 - Present
US Marine Ranch Co. April 2014 - Present
Baruch College August 2013 - December 2014
Morgan Stanley Wealth Management July 2008 - April 2014
Citi Smith Barney June 2007 - July 2008
Janover LLC February 2001 - December 2005
Skills
US GAAP reporting, P&L Financial Management, Accounting, Financial Modeling, Corporate Finance, Performance Improvement, Team Leadership, Banking, Valuation, Strategy, Risk Management, Business Analysis, Financial Analysis, Equities, Financial Services, Portfolio Management, Strategic Financial..., Investments, Due Diligence, Mutual Funds, Securities, Alternative Investments, Private Equity
Education
Columbia University - Columbia Business School 2006 — 2007
MBA, Finance
Baruch College 1997 — 2000
BBA, Major - Accounting, Minor - Computer Information System
Seattle University March 2015 - Present
US Marine Ranch Co. April 2014 - Present
Baruch College August 2013 - December 2014
Morgan Stanley Wealth Management July 2008 - April 2014
Citi Smith Barney June 2007 - July 2008
Janover LLC February 2001 - December 2005
Skills
US GAAP reporting, P&L Financial Management, Accounting, Financial Modeling, Corporate Finance, Performance Improvement, Team Leadership, Banking, Valuation, Strategy, Risk Management, Business Analysis, Financial Analysis, Equities, Financial Services, Portfolio Management, Strategic Financial..., Investments, Due Diligence, Mutual Funds, Securities, Alternative Investments, Private Equity
Education
Columbia University - Columbia Business School 2006 — 2007
MBA, Finance
Baruch College 1997 — 2000
BBA, Major - Accounting, Minor - Computer Information System
Nermin Siljkovic's Morgan Stanley Wealth Management Experience October 2012 - June 2013
Job Banking Operations Specialist
Industry Banking
Experience
BBVA September 2013 - Present
Morgan Stanley Wealth Management October 2012 - June 2013
HSBC SECURITIES (USA) INC April 2011 - April 2012
Merrill Lynch November 2010 - January 2011
US Census Bureau March 2010 - July 2010
JPMorgan Chase February 2007 - November 2009
Global Credit Risk Management February 2005 - February 2007
US Army January 1997 - January 2001
Skills
Reporting & Analysis, Operations, Excel, Graphs, Equity Derivatives, Global Operations, Investment Banking, Process Improvement, Client Retention, Metrics, Pivot Tables, Vlookup, Risk Mitigation, Internal Controls, Equity Derivatives..., Client On Boarding, Customer buy-ins, central point of contact, KYC, Remediation, Bloomberg, Microsoft Excel, Risk Management, Wealth Management, Redemption, Onboarding, Middle Office, FX Options, Trading, Banking, Financial Risk
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
BBA, Operations Management
BBVA September 2013 - Present
Morgan Stanley Wealth Management October 2012 - June 2013
HSBC SECURITIES (USA) INC April 2011 - April 2012
Merrill Lynch November 2010 - January 2011
US Census Bureau March 2010 - July 2010
JPMorgan Chase February 2007 - November 2009
Global Credit Risk Management February 2005 - February 2007
US Army January 1997 - January 2001
Skills
Reporting & Analysis, Operations, Excel, Graphs, Equity Derivatives, Global Operations, Investment Banking, Process Improvement, Client Retention, Metrics, Pivot Tables, Vlookup, Risk Mitigation, Internal Controls, Equity Derivatives..., Client On Boarding, Customer buy-ins, central point of contact, KYC, Remediation, Bloomberg, Microsoft Excel, Risk Management, Wealth Management, Redemption, Onboarding, Middle Office, FX Options, Trading, Banking, Financial Risk
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
BBA, Operations Management
Arman Chowdhury, CPA, MBA's Morgan Stanley Wealth Management Experience November 2004 - November 2012
Job Controller, Institutional & Corporate Technology at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2012 - Present
Morgan Stanley Wealth Management November 2004 - November 2012
Citi February 1999 - November 2004
DTCC March 1997 - February 1999
sanofi-aventis January 1995 - February 1997
Skills
Financial Modeling, Financial Analysis, Forecasting, Financial Reporting, Finance, Accounting, Analysis, Budgets, Strategic Financial..., Executive Management, Business Process..., Strategy, Variance Analysis, Due Diligence, Project Management, Corporate Finance, Risk Management, Valuation, Essbase, Strategic Planning, Expense Management, Activity Based Costing, Business Development, Financial Forecasting, Managerial Finance, Budgeting, Outsourcing, Financial Accounting, Leadership, ProClarity, Policy, Resource Management, Mergers & Acquisitions, P&L Oversight, Resource Deployment, Accounting Policy, CPA, Income Tax, Corporate Tax, Sales Tax, Payroll, Financial Planning
Education
City University of New York-Baruch College - Zicklin School of Business 1995 — 1998
Master of Business Administration (MBA), Finance, General
City University of New York-Baruch College 1990 — 1994
Bachelor of Business Administration (BBA), Accounting and Finance, 3.8
Morgan Stanley December 2012 - Present
Morgan Stanley Wealth Management November 2004 - November 2012
Citi February 1999 - November 2004
DTCC March 1997 - February 1999
sanofi-aventis January 1995 - February 1997
Skills
Financial Modeling, Financial Analysis, Forecasting, Financial Reporting, Finance, Accounting, Analysis, Budgets, Strategic Financial..., Executive Management, Business Process..., Strategy, Variance Analysis, Due Diligence, Project Management, Corporate Finance, Risk Management, Valuation, Essbase, Strategic Planning, Expense Management, Activity Based Costing, Business Development, Financial Forecasting, Managerial Finance, Budgeting, Outsourcing, Financial Accounting, Leadership, ProClarity, Policy, Resource Management, Mergers & Acquisitions, P&L Oversight, Resource Deployment, Accounting Policy, CPA, Income Tax, Corporate Tax, Sales Tax, Payroll, Financial Planning
Education
City University of New York-Baruch College - Zicklin School of Business 1995 — 1998
Master of Business Administration (MBA), Finance, General
City University of New York-Baruch College 1990 — 1994
Bachelor of Business Administration (BBA), Accounting and Finance, 3.8
Ismail Musliwala's Morgan Stanley Wealth Management Experience August 2004 - Present
Job Service Delivery Manager, Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2004 - Present
CMSA 2002 - 2004
Skills
Sybase, Trading Systems, Fixed Income, Equities, Business Analysis, Derivatives, Investment Banking, SDLC, Market Data, Risk Management, Electronic Trading, Bloomberg, Databases, Service Delivery, Team Leadership, Disaster Recovery, IT Management, IT Strategy, Management
Education
Pace University 1995 — 1997
Master's degree, Management Information Systems, General
Baruch College 1990 — 1994
Bachelor of Business Administration (BBA), Management Information Systems, General
Morgan Stanley Wealth Management August 2004 - Present
CMSA 2002 - 2004
Skills
Sybase, Trading Systems, Fixed Income, Equities, Business Analysis, Derivatives, Investment Banking, SDLC, Market Data, Risk Management, Electronic Trading, Bloomberg, Databases, Service Delivery, Team Leadership, Disaster Recovery, IT Management, IT Strategy, Management
Education
Pace University 1995 — 1997
Master's degree, Management Information Systems, General
Baruch College 1990 — 1994
Bachelor of Business Administration (BBA), Management Information Systems, General
Stefanie Anne Fischetti, MBA's Morgan Stanley Wealth Management Experience January 2007 - February 2015
Job Senior Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2007 - February 2015
Colliers International January 2005 - January 2007
Emigrant Bank June 2004 - January 2005
Baruch College September 2001 - June 2004
Skills
PeopleSoft, Accounting, Promissory Notes, Retention Programs, IRB, Research, Financial Reporting, Financial Analysis, Financial Modeling, Payroll, Asset Management, Investments
Education
Saint Joseph's College 2008 — 2012
Master of Business Administration (MBA), 3.9
City University of New York-Baruch College 2001 — 2004
BS, Real Estate Development
St. Francis College 2000 — 2001
Edward R. Murrow High School 1996 — 2000
Diploma, NYS Regents
Morgan Stanley Wealth Management January 2007 - February 2015
Colliers International January 2005 - January 2007
Emigrant Bank June 2004 - January 2005
Baruch College September 2001 - June 2004
Skills
PeopleSoft, Accounting, Promissory Notes, Retention Programs, IRB, Research, Financial Reporting, Financial Analysis, Financial Modeling, Payroll, Asset Management, Investments
Education
Saint Joseph's College 2008 — 2012
Master of Business Administration (MBA), 3.9
City University of New York-Baruch College 2001 — 2004
BS, Real Estate Development
St. Francis College 2000 — 2001
Edward R. Murrow High School 1996 — 2000
Diploma, NYS Regents
Ben Moskovits's Morgan Stanley Wealth Management Experience June 2009 - Present
Job Executive Director at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley Wealth Management June 2009 - Present
Citigroup January 2007 - June 2009
Citigroup 2005 - January 2007
Skills
Capital Markets, Futures, Exchange Traded..., Structured Products, Precious Metals, Marketing Communications, Compliance, Securities Regulation, Dodd-Frank, Alternative Investments, Securities, Derivatives, Financial Services
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2003 — 2006
JD, Law
Morgan Stanley Wealth Management June 2009 - Present
Citigroup January 2007 - June 2009
Citigroup 2005 - January 2007
Skills
Capital Markets, Futures, Exchange Traded..., Structured Products, Precious Metals, Marketing Communications, Compliance, Securities Regulation, Dodd-Frank, Alternative Investments, Securities, Derivatives, Financial Services
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2003 — 2006
JD, Law
Rick Armiger's Morgan Stanley Wealth Management Experience October 2002 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2002 - Present
Skills
Wealth Management, Investments, Leadership, Portfolio Management, Management, Strategic Planning, Series 7, Equities, Finance, Public Speaking, Fixed Income, Retirement Planning
Education
Baylor University 1989 — 1993
Bachelor of Arts (BA), Foreign Service, German, French
Morgan Stanley Wealth Management October 2002 - Present
Skills
Wealth Management, Investments, Leadership, Portfolio Management, Management, Strategic Planning, Series 7, Equities, Finance, Public Speaking, Fixed Income, Retirement Planning
Education
Baylor University 1989 — 1993
Bachelor of Arts (BA), Foreign Service, German, French
Ann Kingstrom's Morgan Stanley Wealth Management Experience November 2014 - March 2015
Job Looking for Sales/Trading assistant opportunity in the Los Angeles/Pasadena, CA area
Industry Investment Banking
Experience
Morgan Stanley Wealth Management November 2014 - March 2015
B.C. Ziegler March 2009 - May 2013
Goldman Sachs January 1987 - December 2008
Van Kampen Investments November 1980 - January 1987
Skills
Investment Banking, Financial Modeling, Equities, Corporate Finance, Financial Analysis, Capital Markets, Derivatives, Investments, Mergers & Acquisitions, Private Equity, Banking, Due Diligence
Education
Bethel University 1975 — 1979
Bachelor's degree, Business Administration and Management, General
Morgan Stanley Wealth Management November 2014 - March 2015
B.C. Ziegler March 2009 - May 2013
Goldman Sachs January 1987 - December 2008
Van Kampen Investments November 1980 - January 1987
Skills
Investment Banking, Financial Modeling, Equities, Corporate Finance, Financial Analysis, Capital Markets, Derivatives, Investments, Mergers & Acquisitions, Private Equity, Banking, Due Diligence
Education
Bethel University 1975 — 1979
Bachelor's degree, Business Administration and Management, General
Jeff Welday, CIMA's Morgan Stanley Wealth Management Experience 1999 - 2001
Job Head of Retail Business Development, Invesco
Industry Investment Management
Experience
Invesco Ltd. June 2010 - Present
Morgan Stanley Investment Management January 2006 - June 2010
Morgan Stanley Investment Management 2005 - 2006
Morgan Stanley Investment Management 2003 - 2005
Morgan Stanley Investment Management 2001 - 2003
Morgan Stanley Wealth Management 1999 - 2001
Morgan Stanley Wealth Management 1997 - 1999
JPMorgan Chase 1995 - 1997
JPMorgan Chase 1993 - 1994
Skills
Separately Managed..., Alternative Investments, Series 7, Series 63, ETFs, Mutual Funds, Asset Allocation, Hedge Funds, Asset Managment, Investment Strategies, Wealth Management, Series 24, Investments, Fixed Income, Investment Advisory, Equities, Securities, Portfolio Management, Series 65, Uniform Combined State..., Investment Management, Fund Of Funds, Asset Management, FINRA, Retirement Planning
Education
Baylor University 1989 — 1993
BBA
Westminster School of London 1992 — 1992
International Business
Invesco Ltd. June 2010 - Present
Morgan Stanley Investment Management January 2006 - June 2010
Morgan Stanley Investment Management 2005 - 2006
Morgan Stanley Investment Management 2003 - 2005
Morgan Stanley Investment Management 2001 - 2003
Morgan Stanley Wealth Management 1999 - 2001
Morgan Stanley Wealth Management 1997 - 1999
JPMorgan Chase 1995 - 1997
JPMorgan Chase 1993 - 1994
Skills
Separately Managed..., Alternative Investments, Series 7, Series 63, ETFs, Mutual Funds, Asset Allocation, Hedge Funds, Asset Managment, Investment Strategies, Wealth Management, Series 24, Investments, Fixed Income, Investment Advisory, Equities, Securities, Portfolio Management, Series 65, Uniform Combined State..., Investment Management, Fund Of Funds, Asset Management, FINRA, Retirement Planning
Education
Baylor University 1989 — 1993
BBA
Westminster School of London 1992 — 1992
International Business
Lutfi Demiral's Morgan Stanley Wealth Management Experience August 2006 - November 2006
Job City University of New YorkBaruch College Zicklin School of Business
Industry Financial Services
Experience
Finansbank March 2010 - June 2013
Macquarie Holdings (USA) Inc. November 2006 - March 2009
Morgan Stanley Wealth Management August 2006 - November 2006
Skills
Microsoft Word, Microsoft Excel, C++ Programming Language, People Soft 8.0, Microsoft Office, Finance, Forecasting
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2009
Master of Business Administration (MBA), Finance and Economics, 3.1
City University of New York-Baruch College 2003 — 2005
Bachelor in Business Administration, Finance and Investment, 3.05
Technical Career Institutes 1999 — 2001
Associates Degree of Occupational Studies, Industrial Electronic In Computer Technology, 3.74
Finansbank March 2010 - June 2013
Macquarie Holdings (USA) Inc. November 2006 - March 2009
Morgan Stanley Wealth Management August 2006 - November 2006
Skills
Microsoft Word, Microsoft Excel, C++ Programming Language, People Soft 8.0, Microsoft Office, Finance, Forecasting
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2009
Master of Business Administration (MBA), Finance and Economics, 3.1
City University of New York-Baruch College 2003 — 2005
Bachelor in Business Administration, Finance and Investment, 3.05
Technical Career Institutes 1999 — 2001
Associates Degree of Occupational Studies, Industrial Electronic In Computer Technology, 3.74
Gary J. Nestler's Morgan Stanley Wealth Management Experience March 2001 - Present
Job Executive Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2001 - Present
Moritt Hock Hamroff & Horowitz LLP 1993 - 2001
Skills
Series 7, Estate Planning, Series 24
Education
Benjamin N. Cardozo School of Law, Yeshiva University
J.D., Law
Temple University - James E. Beasley School of Law
LL.M., Taxation
University of Delaware
B.S., Accounting & Economics
Morgan Stanley Wealth Management March 2001 - Present
Moritt Hock Hamroff & Horowitz LLP 1993 - 2001
Skills
Series 7, Estate Planning, Series 24
Education
Benjamin N. Cardozo School of Law, Yeshiva University
J.D., Law
Temple University - James E. Beasley School of Law
LL.M., Taxation
University of Delaware
B.S., Accounting & Economics
Estilita Cotrina's Morgan Stanley Wealth Management Experience May 2013 - January 2014
Job Assistant Vice President, Relationship Management Group at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley May 2015 - Present
Morgan Stanley January 2014 - May 2015
Morgan Stanley Wealth Management May 2013 - January 2014
MetLife May 2012 - May 2013
MetLife September 2011 - May 2012
MetLife June 2010 - September 2011
Metropolitan Life Insurance Company September 2009 - June 2010
Skills
Internal Communications, Corporate Communications, Marketing Communications, Direct Marketing, Insurance, Brand Management, Integrated Marketing, Market Planning, Marketing Management, Marketing, Digital Marketing, Social Media Marketing, Marketing Strategy, Advertising, Web Analytics, Market Research, Social Media, Fixed Annuities, Charitable Gift..., Variable Annuities, 401k, Direct Mail
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
BBA, International Marketing
Morgan Stanley May 2015 - Present
Morgan Stanley January 2014 - May 2015
Morgan Stanley Wealth Management May 2013 - January 2014
MetLife May 2012 - May 2013
MetLife September 2011 - May 2012
MetLife June 2010 - September 2011
Metropolitan Life Insurance Company September 2009 - June 2010
Skills
Internal Communications, Corporate Communications, Marketing Communications, Direct Marketing, Insurance, Brand Management, Integrated Marketing, Market Planning, Marketing Management, Marketing, Digital Marketing, Social Media Marketing, Marketing Strategy, Advertising, Web Analytics, Market Research, Social Media, Fixed Annuities, Charitable Gift..., Variable Annuities, 401k, Direct Mail
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
BBA, International Marketing
Johanna Trujillo's Morgan Stanley Wealth Management Experience September 2013 - November 2013
Job Wealth Management
Industry Banking
Experience
Merrill Lynch March 2014 - Present
Morgan Stanley Wealth Management September 2013 - November 2013
Banesco USA October 2010 - September 2013
Mercantil Commercebank N.A. December 2007 - June 2010
International Finance Bank 2010 - 2010
Skills
Commercial Banking, Loans, Mortgage Lending, Credit Analysis, Credit, Banking, Commercial Lending, Commercial Real Estate, Personal Banking, Private Banking, Consumer Lending, AML, Retail Banking, Portfolio Management, Asset Based Lending, Finance, Financial Services, Investments, Financial Analysis, Series 7, Wealth Management, Financial Risk
Education
Florida International University 2004 — 2005
BA International Business
Barry University 2000 — 2001
Merrill Lynch March 2014 - Present
Morgan Stanley Wealth Management September 2013 - November 2013
Banesco USA October 2010 - September 2013
Mercantil Commercebank N.A. December 2007 - June 2010
International Finance Bank 2010 - 2010
Skills
Commercial Banking, Loans, Mortgage Lending, Credit Analysis, Credit, Banking, Commercial Lending, Commercial Real Estate, Personal Banking, Private Banking, Consumer Lending, AML, Retail Banking, Portfolio Management, Asset Based Lending, Finance, Financial Services, Investments, Financial Analysis, Series 7, Wealth Management, Financial Risk
Education
Florida International University 2004 — 2005
BA International Business
Barry University 2000 — 2001
Sam Chu's Morgan Stanley Wealth Management Experience February 2007 - Present
Job Data Analyst at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2007 - Present
TD Ameritrade May 2005 - February 2007
Credit Suisse First Boston, New York, NY April 2004 - November 2004
Symmetry Management LLC, New York NY April 2001 - February 2003
DTCC 1999 - 2001
ABN AMRO Inc. June 1992 - May 1999
Burns Fry Hoare Govett November 1989 - May 1992
Skills
Business Objects, Cognos, Data Warehouse..., Trading Systems
Education
City University of New York-Baruch College 1978 — 1982
MBA, Business and Computer Methodology
Baruch College, City University of New York (CUNY)
BBA, Business and Marketing
Morgan Stanley Wealth Management February 2007 - Present
TD Ameritrade May 2005 - February 2007
Credit Suisse First Boston, New York, NY April 2004 - November 2004
Symmetry Management LLC, New York NY April 2001 - February 2003
DTCC 1999 - 2001
ABN AMRO Inc. June 1992 - May 1999
Burns Fry Hoare Govett November 1989 - May 1992
Skills
Business Objects, Cognos, Data Warehouse..., Trading Systems
Education
City University of New York-Baruch College 1978 — 1982
MBA, Business and Computer Methodology
Baruch College, City University of New York (CUNY)
BBA, Business and Marketing
Benjamin Nichols's Morgan Stanley Wealth Management Experience July 2013 - Present
Job Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2013 - Present
Morgan Stanley Wealth Management September 2012 - June 2013
International Business Machines June 2011 - January 2012
Conning May 2010 - August 2010
Skills
SQL, Data Analysis, Microsoft Excel, Pivot Tables, Vlookup, Big Data, R, HTML, Optimization, Java, Linear Regression, Mathematica, Microsoft Office..., Microsoft Office, Stochastic Modeling, Matlab, Logistic Regression, Maple, Access, Optimizations, Mathematical Analysis, Philosophy of Mind, Property & Casualty..., Morality, SPSS, Ethical Theory, Analysis, Analytics, Business Analysis, Management, PowerPoint, Strategy
Education
City University of New York-Baruch College - Zicklin School of Business 2014 — 2016
Master's Degree, Management Sciences and Quantitative Methods, 3.86
State University of New York College at Geneseo 2009 — 2012
B.A, Mathematics, Philosophy
Gettysburg College 2008 — 2009
Mathematics Major
Morgan Stanley Wealth Management July 2013 - Present
Morgan Stanley Wealth Management September 2012 - June 2013
International Business Machines June 2011 - January 2012
Conning May 2010 - August 2010
Skills
SQL, Data Analysis, Microsoft Excel, Pivot Tables, Vlookup, Big Data, R, HTML, Optimization, Java, Linear Regression, Mathematica, Microsoft Office..., Microsoft Office, Stochastic Modeling, Matlab, Logistic Regression, Maple, Access, Optimizations, Mathematical Analysis, Philosophy of Mind, Property & Casualty..., Morality, SPSS, Ethical Theory, Analysis, Analytics, Business Analysis, Management, PowerPoint, Strategy
Education
City University of New York-Baruch College - Zicklin School of Business 2014 — 2016
Master's Degree, Management Sciences and Quantitative Methods, 3.86
State University of New York College at Geneseo 2009 — 2012
B.A, Mathematics, Philosophy
Gettysburg College 2008 — 2009
Mathematics Major
Mark Callender's Morgan Stanley Wealth Management Experience May 2013 - Present
Job Consultant at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2013 - Present
Pan Am Equities May 2008 - October 2012
Goldman Sachs January 2004 - April 2008
Deutsche Bank Securities 2001 - 2004
BNY Mellon 1999 - 2001
Skills
Asset Managment, Equities, Investments, Financial Analysis, Financial Modeling, Financial Services, Portfolio Management, Risk Management, Securities, Capital Markets, Banking, Corporate Finance, Investor Relations, Wealth Management, Microsoft Excel, Microsoft Office, Internet, Bloomberg Terminal, Morningstar, Reuters, Operations Management, Timely Decision Making, Communication, Computer Proficiency, Computer Hardware, Credit, Asset Management, Fixed Income, Hedge Funds, Derivatives, Alternative Investments, Mutual Funds
Education
Baruch College, City University of New York (CUNY) 1996 — 1999
BBA, Finance, CIS
Morgan Stanley Wealth Management May 2013 - Present
Pan Am Equities May 2008 - October 2012
Goldman Sachs January 2004 - April 2008
Deutsche Bank Securities 2001 - 2004
BNY Mellon 1999 - 2001
Skills
Asset Managment, Equities, Investments, Financial Analysis, Financial Modeling, Financial Services, Portfolio Management, Risk Management, Securities, Capital Markets, Banking, Corporate Finance, Investor Relations, Wealth Management, Microsoft Excel, Microsoft Office, Internet, Bloomberg Terminal, Morningstar, Reuters, Operations Management, Timely Decision Making, Communication, Computer Proficiency, Computer Hardware, Credit, Asset Management, Fixed Income, Hedge Funds, Derivatives, Alternative Investments, Mutual Funds
Education
Baruch College, City University of New York (CUNY) 1996 — 1999
BBA, Finance, CIS
robert fagen's Morgan Stanley Wealth Management Experience December 2013 - Present
Job morgan stanley wealth management
Industry Financial Services
Experience
Morgan Stanley Wealth Management December 2013 - Present
RBC Capital Markets November 2011 - July 2012
citadel securities February 2010 - May 2011
Barclays Capital September 2008 - February 2010
Lehman Brothers February 2005 - September 2008
Morgan Stanley 1984 - 2005
Skills
Equity Derivatives, Hedge Funds, Wealth Management, Bonds, Trading, Portfolio Management, Options, Equities, Electronic Trading, Derivatives, Structured Finance, Strategy, Finance, Investments, Swaps
Education
Binghamton University 1978 — 1982
BS, Accounting
Morgan Stanley Wealth Management December 2013 - Present
RBC Capital Markets November 2011 - July 2012
citadel securities February 2010 - May 2011
Barclays Capital September 2008 - February 2010
Lehman Brothers February 2005 - September 2008
Morgan Stanley 1984 - 2005
Skills
Equity Derivatives, Hedge Funds, Wealth Management, Bonds, Trading, Portfolio Management, Options, Equities, Electronic Trading, Derivatives, Structured Finance, Strategy, Finance, Investments, Swaps
Education
Binghamton University 1978 — 1982
BS, Accounting
Courtney Gayle's Morgan Stanley Wealth Management Experience August 2011 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2011 - Present
Citigroup Global Markets August 2008 - August 2010
Credit Suisse First August 2007 - July 2008
UBS Investment Bank March 2006 - July 2007
Credit Suisse First September 2005 - March 2006
JPMorgan Chase September 2000 - March 2005
JP Morgan Chase & Company September 2000 - March 2005
Skills
Fixed Income, Middle Office, Derivatives, Equities, Mutual Funds, Hedge Funds, Risk Management, Swaps, Investment Banking, Securities, Trading, Access, Financial Risk, Settlement, CDS, Portfolio Management, Financial Services, Interest Rate..., Interest Rate Swaps, Alternative Investments, Foreign Exchange, Fund Of Funds, Credit Derivatives, Investments, Banking, Account Reconciliation, Wealth Management, Relationship Management, Structured Products
Education
Binghamton University 1993 — 1997
BA, Economics
Morgan Stanley Wealth Management August 2011 - Present
Citigroup Global Markets August 2008 - August 2010
Credit Suisse First August 2007 - July 2008
UBS Investment Bank March 2006 - July 2007
Credit Suisse First September 2005 - March 2006
JPMorgan Chase September 2000 - March 2005
JP Morgan Chase & Company September 2000 - March 2005
Skills
Fixed Income, Middle Office, Derivatives, Equities, Mutual Funds, Hedge Funds, Risk Management, Swaps, Investment Banking, Securities, Trading, Access, Financial Risk, Settlement, CDS, Portfolio Management, Financial Services, Interest Rate..., Interest Rate Swaps, Alternative Investments, Foreign Exchange, Fund Of Funds, Credit Derivatives, Investments, Banking, Account Reconciliation, Wealth Management, Relationship Management, Structured Products
Education
Binghamton University 1993 — 1997
BA, Economics
Jorge Cantos's Morgan Stanley Wealth Management Experience April 2015 - Present
Job Analyst, Operations
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2015 - Present
Morgan Stanley March 2014 - April 2015
Morgan Stanley September 2012 - February 2014
Alpari January 2011 - January 2012
CMS Forex June 2010 - October 2010
Trade Office of Ecuador September 2009 - June 2010
Banco Santander October 2008 - August 2009
UBS Investment Bank June 2008 - August 2008
Skills
FX Options, Trading, Financial Markets, Equities, Banking, Currency
Education
Baruch College, City University of New York (CUNY) 2005 — 2010
Bachelor of Science, Business Administration; Finance
Morgan Stanley Wealth Management April 2015 - Present
Morgan Stanley March 2014 - April 2015
Morgan Stanley September 2012 - February 2014
Alpari January 2011 - January 2012
CMS Forex June 2010 - October 2010
Trade Office of Ecuador September 2009 - June 2010
Banco Santander October 2008 - August 2009
UBS Investment Bank June 2008 - August 2008
Skills
FX Options, Trading, Financial Markets, Equities, Banking, Currency
Education
Baruch College, City University of New York (CUNY) 2005 — 2010
Bachelor of Science, Business Administration; Finance
Crystal Yung's Morgan Stanley Wealth Management Experience January 2012 - October 2012
Job Registered Client Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management November 2012 - Present
Morgan Stanley Wealth Management January 2012 - October 2012
Morgan Stanley Wealth Management May 2007 - January 2012
Skills
Banking, Asset Allocation, Financial Analysis, Portfolio Management, Retirement Planning, Finance, Client Relations Skills, Manage Client..., Microsoft Excel, Microsoft Office, Investments, PowerPoint, Series 7, Equities, Financial Services, Customer Service, Microsoft Word
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Fudan University (Shanghai, China) 2010 — 2010
Finance
Manhattan School of Music Pre-College Division 2004 — 2007
Piano
F.H. LaGuardia High School for Music & Art and Performing Arts 2003 — 2007
HS Diploma, Instrumental - piano
RBC Wealth Management November 2012 - Present
Morgan Stanley Wealth Management January 2012 - October 2012
Morgan Stanley Wealth Management May 2007 - January 2012
Skills
Banking, Asset Allocation, Financial Analysis, Portfolio Management, Retirement Planning, Finance, Client Relations Skills, Manage Client..., Microsoft Excel, Microsoft Office, Investments, PowerPoint, Series 7, Equities, Financial Services, Customer Service, Microsoft Word
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Fudan University (Shanghai, China) 2010 — 2010
Finance
Manhattan School of Music Pre-College Division 2004 — 2007
Piano
F.H. LaGuardia High School for Music & Art and Performing Arts 2003 — 2007
HS Diploma, Instrumental - piano
Stephen Mazzei Jr's Morgan Stanley Wealth Management Experience April 2003 - November 2012
Job Financial Advisor at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. November 2012 - Present
Morgan Stanley Wealth Management April 2003 - November 2012
Merrill Lynch July 1988 - April 2003
Education
Bentley University 1983 — 1987
Bachelor of Science (B.S.), Economics Finance
Raymond James Financial Inc. November 2012 - Present
Morgan Stanley Wealth Management April 2003 - November 2012
Merrill Lynch July 1988 - April 2003
Education
Bentley University 1983 — 1987
Bachelor of Science (B.S.), Economics Finance
Cesar Campillo's Morgan Stanley Wealth Management Experience October 2014 - Present
Job Senior Service Registered Associate at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley Wealth Management October 2014 - Present
HLB Gravier, LLP May 2014 - October 2014
Morgan Stanley Wealth Management August 2012 - April 2014
Morgan Stanley Wealth Management June 2012 - August 2012
Rafael Nigaglioni, CPA June 2011 - September 2011
Lanco, Beyond Colors September 2008 - September 2009
Skills
English, Spanish, Accounting, Inventory Management, Microsoft Office, Excel, Word, PowerPoint, Corporate Finance, Valuation, Portfolio Management, Fixed Income, Municipal Bonds, Financial Analysis, Management
Education
Bentley University 2009 — 2012
BS, Accounting
Comillas Pontifical University 2011 — 2011
Study Abroad, International Public Law and European Union Law
Morgan Stanley Wealth Management October 2014 - Present
HLB Gravier, LLP May 2014 - October 2014
Morgan Stanley Wealth Management August 2012 - April 2014
Morgan Stanley Wealth Management June 2012 - August 2012
Rafael Nigaglioni, CPA June 2011 - September 2011
Lanco, Beyond Colors September 2008 - September 2009
Skills
English, Spanish, Accounting, Inventory Management, Microsoft Office, Excel, Word, PowerPoint, Corporate Finance, Valuation, Portfolio Management, Fixed Income, Municipal Bonds, Financial Analysis, Management
Education
Bentley University 2009 — 2012
BS, Accounting
Comillas Pontifical University 2011 — 2011
Study Abroad, International Public Law and European Union Law
Jason Flaxman's Morgan Stanley Wealth Management Experience August 2012 - September 2013
Job Vice President Compliance Director Global Financial Crimes Compliance
Industry Financial Services
Experience
J.P. Morgan September 2013 - Present
Morgan Stanley Wealth Management August 2012 - September 2013
UBS Financial Services August 2009 - August 2012
UBS International Inc May 2006 - August 2009
Morgan Stanley January 2005 - January 2006
McBreen & Kopko, Counselors at Law January 2003 - September 2003
Nassau County Court of Claims May 2002 - September 2002
Skills
AML, OFAC, Due Diligence, Financial Risk, USA PATRIOT Act, Internal Audit, Fraud, Finance, Anti Money Laundering, Bank Secrecy Act, Risk Management, Series 7, KYC, Financial Services
Education
Touro College Jacob D. Fuchsberg Law Center 2001 — 2004
Juris Doctor, Law
Binghamton University 1997 — 2001
Bachelor of Arts, Philosophy, Politics, and Law
J.P. Morgan September 2013 - Present
Morgan Stanley Wealth Management August 2012 - September 2013
UBS Financial Services August 2009 - August 2012
UBS International Inc May 2006 - August 2009
Morgan Stanley January 2005 - January 2006
McBreen & Kopko, Counselors at Law January 2003 - September 2003
Nassau County Court of Claims May 2002 - September 2002
Skills
AML, OFAC, Due Diligence, Financial Risk, USA PATRIOT Act, Internal Audit, Fraud, Finance, Anti Money Laundering, Bank Secrecy Act, Risk Management, Series 7, KYC, Financial Services
Education
Touro College Jacob D. Fuchsberg Law Center 2001 — 2004
Juris Doctor, Law
Binghamton University 1997 — 2001
Bachelor of Arts, Philosophy, Politics, and Law
James Wiley-Frohmader's Morgan Stanley Wealth Management Experience June 2014 - Present
Job Senior Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2014 - Present
JPMorgan Chase June 2008 - June 2014
Bear Stearns & Co November 1998 - June 2008
CIBC World Markets January 1996 - October 1998
Skills
Emerging Markets Equity..., Emerging Markets Debt..., Latin American markets, US Equities, US Investment Grade &...
Education
Bard College 1992 — 1996
Bachelor of Arts (BA), Anthropology and Economics
St. Andrews School 1987 — 1991
Morgan Stanley Wealth Management June 2014 - Present
JPMorgan Chase June 2008 - June 2014
Bear Stearns & Co November 1998 - June 2008
CIBC World Markets January 1996 - October 1998
Skills
Emerging Markets Equity..., Emerging Markets Debt..., Latin American markets, US Equities, US Investment Grade &...
Education
Bard College 1992 — 1996
Bachelor of Arts (BA), Anthropology and Economics
St. Andrews School 1987 — 1991
vivian louloudis's Morgan Stanley Wealth Management Experience February 2002 - Present
Job Vice President Finance at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2002 - Present
adp/managistics 1993 - 2002
managistics payroll 1985 - 1993
Skills
Series 7, Wealth Management, Investments, Financial Services, Portfolio Management
Education
Baruch College
Bachelor's degree, International Marketing
Morgan Stanley Wealth Management February 2002 - Present
adp/managistics 1993 - 2002
managistics payroll 1985 - 1993
Skills
Series 7, Wealth Management, Investments, Financial Services, Portfolio Management
Education
Baruch College
Bachelor's degree, International Marketing
Rory McGovern's Morgan Stanley Wealth Management Experience December 2013 - December 2014
Job HSBC
Industry Financial Services
Experience
HSBC Global Banking and Markets January 2015 - Present
Morgan Stanley Wealth Management December 2013 - December 2014
J.P. Morgan January 2011 - April 2012
Morgan Stanley May 2009 - August 2009
Morgan Stanley June 2008 - August 2008
Skills
Asset Allocation, Equity Research, Finance
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2015
Master of Business Administration (MBA), Finance and Statistics
Penn State University 2006 — 2010
B.S., Finance
HSBC Global Banking and Markets January 2015 - Present
Morgan Stanley Wealth Management December 2013 - December 2014
J.P. Morgan January 2011 - April 2012
Morgan Stanley May 2009 - August 2009
Morgan Stanley June 2008 - August 2008
Skills
Asset Allocation, Equity Research, Finance
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2015
Master of Business Administration (MBA), Finance and Statistics
Penn State University 2006 — 2010
B.S., Finance
Ashfaq Khandaker's Morgan Stanley Wealth Management Experience May 2012 - July 2013
Job Trade Settlement
Industry Banking
Experience
Mizuho Bank March 2015 - Present
PwC February 2015 - March 2015
Brown Brothers Harriman August 2014 - January 2015
Noor Inc./ SearchPoint July 2013 - August 2014
Morgan Stanley Wealth Management May 2012 - July 2013
Best Buy September 2009 - December 2012
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Sales, Outlook, Technical Analysis, Equity Research, Investments, Asset Allocation, Public Speaking, Recruiting, Interviewing Skills, Customer Service, Microsoft Office, Series 7, Visio, Screening, Mutual Funds, Retirement Planning, Retail, Analysis, Business Development, Marketing, Leadership, Accounting, Microsoft Word
Education
Baruch College 2010 — 2013
Bachelor of Business Administration (BBA), Finance and Investment
Suffolk County Community College 2008 — 2009
Mizuho Bank March 2015 - Present
PwC February 2015 - March 2015
Brown Brothers Harriman August 2014 - January 2015
Noor Inc./ SearchPoint July 2013 - August 2014
Morgan Stanley Wealth Management May 2012 - July 2013
Best Buy September 2009 - December 2012
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Sales, Outlook, Technical Analysis, Equity Research, Investments, Asset Allocation, Public Speaking, Recruiting, Interviewing Skills, Customer Service, Microsoft Office, Series 7, Visio, Screening, Mutual Funds, Retirement Planning, Retail, Analysis, Business Development, Marketing, Leadership, Accounting, Microsoft Word
Education
Baruch College 2010 — 2013
Bachelor of Business Administration (BBA), Finance and Investment
Suffolk County Community College 2008 — 2009
Nancy S. Stokes's Morgan Stanley Wealth Management Experience February 2014 - Present
Job Senior Vice President
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2014 - Present
Wells Fargo Advisors, LLC July 2005 - February 2014
Morgan Stanley June 1998 - July 2005
Skills
Alternative Investments, Equities, Financial Analysis, Portfolio Management, Securities, Investments, Insurance, Series 63, Financial Modeling, Bloomberg, Wealth Management, Fixed Income
Education
Bentley University 1974 — 1978
Bachelor of Science (B.S.), Concentration Accounting
Morgan Stanley Wealth Management February 2014 - Present
Wells Fargo Advisors, LLC July 2005 - February 2014
Morgan Stanley June 1998 - July 2005
Skills
Alternative Investments, Equities, Financial Analysis, Portfolio Management, Securities, Investments, Insurance, Series 63, Financial Modeling, Bloomberg, Wealth Management, Fixed Income
Education
Bentley University 1974 — 1978
Bachelor of Science (B.S.), Concentration Accounting
Elizabeth V. Yusupova's Morgan Stanley Wealth Management Experience September 2012 - June 2013
Job Investment Operations Analyst at Prudential Capital Group
Industry Financial Services
Experience
Prudential Capital Group July 2014 - Present
Bryant Park Capital September 2013 - May 2014
Morgan Stanley Wealth Management September 2012 - June 2013
Kings Bay YM-YWHA June 2011 - June 2013
Young Jewish Professionals March 2012 - June 2012
Kumon February 2010 - September 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Social Media Marketing, Social Networking, Non-profits, Finance, Program Management, Project Management, Research, Market Research, Communication, Retail, Teamwork, Team Leadership, Equity Research, Analysis, Oral & Written..., PowerPoint, Financial Analysis, Leadership, Time Management, Nonprofits
Education
City University of New York-Baruch College 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Investments, GPA: 3.8/4.0
Prudential Capital Group July 2014 - Present
Bryant Park Capital September 2013 - May 2014
Morgan Stanley Wealth Management September 2012 - June 2013
Kings Bay YM-YWHA June 2011 - June 2013
Young Jewish Professionals March 2012 - June 2012
Kumon February 2010 - September 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Social Media Marketing, Social Networking, Non-profits, Finance, Program Management, Project Management, Research, Market Research, Communication, Retail, Teamwork, Team Leadership, Equity Research, Analysis, Oral & Written..., PowerPoint, Financial Analysis, Leadership, Time Management, Nonprofits
Education
City University of New York-Baruch College 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Investments, GPA: 3.8/4.0
Angela Kaywood's Morgan Stanley Wealth Management Experience August 1987 - Present
Job Executive Director Human Resources at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 1987 - Present
Smith Barney Harris Upham June 1979 - August 1987
Education
Baruch College
Bachelor of Business Administration (B.B.A.), Accounting
Morgan Stanley Wealth Management August 1987 - Present
Smith Barney Harris Upham June 1979 - August 1987
Education
Baruch College
Bachelor of Business Administration (B.B.A.), Accounting
Beyza Kutlu's Morgan Stanley Wealth Management Experience August 2012 - Present
Job New Account Principal
Industry Financial Services
Experience
JPMorgan Chase & Co. January 2015 - Present
Morgan Stanley Wealth Management August 2012 - Present
Barry University March 2011 - June 2011
Barry University 2009 - 2011
Fortis Investments May 2008 - August 2009
World Trade Center Miami January 2009 - April 2009
Skills
Research, Customer Service, Microsoft Office, Data Analysis, Microsoft Excel, PowerPoint, Sales, Finance, Outlook, Analysis, Strategic Planning, Management, Budgets, Time Management, Market Research, Risk Management, Marketing
Education
Barry University 2009 — 2011
Master of Business Administration (MBA), Finance
Barry University 2006 — 2009
Bachelor of Science (B.S.), International Business
JPMorgan Chase & Co. January 2015 - Present
Morgan Stanley Wealth Management August 2012 - Present
Barry University March 2011 - June 2011
Barry University 2009 - 2011
Fortis Investments May 2008 - August 2009
World Trade Center Miami January 2009 - April 2009
Skills
Research, Customer Service, Microsoft Office, Data Analysis, Microsoft Excel, PowerPoint, Sales, Finance, Outlook, Analysis, Strategic Planning, Management, Budgets, Time Management, Market Research, Risk Management, Marketing
Education
Barry University 2009 — 2011
Master of Business Administration (MBA), Finance
Barry University 2006 — 2009
Bachelor of Science (B.S.), International Business
Anita Filipovits's Morgan Stanley Wealth Management Experience February 1988 - February 2012
Job Owner at Anita Design, LLC.
Industry
Experience
Anita Design, LLC. June 2011 - Present
Morgan Stanley Wealth Management February 1988 - February 2012
Skills
Client Services, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Administrative..., Financial Services, Management, Investments, Public Speaking, Strategic Planning, Marketing, Mutual Funds, Budgets, Leadership, Social Media
Education
Berkeley College 2012 — 2014
Bachelor of Science (BS), Interior Design Management
Berkeley College 2007 — 2011
Associates Degree, Interior Design
Anita Design, LLC. June 2011 - Present
Morgan Stanley Wealth Management February 1988 - February 2012
Skills
Client Services, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Administrative..., Financial Services, Management, Investments, Public Speaking, Strategic Planning, Marketing, Mutual Funds, Budgets, Leadership, Social Media
Education
Berkeley College 2012 — 2014
Bachelor of Science (BS), Interior Design Management
Berkeley College 2007 — 2011
Associates Degree, Interior Design
Juscelinda Evora's Morgan Stanley Wealth Management Experience June 2009 - April 2013
Job Lease Administrator Project Accountant
Industry Real Estate
Experience
Morgan Stanley Wealth Management June 2009 - April 2013
Citi January 2006 - May 2009
Salomon Smith Barney January 2003 - December 2005
Education
Baruch College
Bachelor of Business Administration (BBA), Accounting
Morgan Stanley Wealth Management June 2009 - April 2013
Citi January 2006 - May 2009
Salomon Smith Barney January 2003 - December 2005
Education
Baruch College
Bachelor of Business Administration (BBA), Accounting
Timothy Yee's Morgan Stanley Wealth Management Experience March 2010 - February 2013
Job MS Taxation Candidate | Student Volunteer at IRS
Industry Accounting
Experience
Internal Revenue Service June 2015 - August 2015
Park Avenue CPA Review, LLC March 2014 - May 2015
Westside Republican Club October 2014 - October 2014
Morgan Stanley Wealth Management March 2010 - February 2013
Volunteer Income Tax Assistant(VITA) February 2012 - April 2012
Skills
Series 7, Financial Analysis, Financial Services, Wealth Management, Securities, Financial Planning, Tax, Equities, Asset Allocation
Education
Baruch College, City University of New York (CUNY) 2015 — 2016
Master of Science (M.S.), Taxation
City University of New York-Hunter College 2008 — 2013
Bachelor of Science (B.S.), Accounting
Internal Revenue Service June 2015 - August 2015
Park Avenue CPA Review, LLC March 2014 - May 2015
Westside Republican Club October 2014 - October 2014
Morgan Stanley Wealth Management March 2010 - February 2013
Volunteer Income Tax Assistant(VITA) February 2012 - April 2012
Skills
Series 7, Financial Analysis, Financial Services, Wealth Management, Securities, Financial Planning, Tax, Equities, Asset Allocation
Education
Baruch College, City University of New York (CUNY) 2015 — 2016
Master of Science (M.S.), Taxation
City University of New York-Hunter College 2008 — 2013
Bachelor of Science (B.S.), Accounting
Chan Nam's Morgan Stanley Wealth Management Experience June 2009 - Present
Job VP at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2009 - Present
Citi April 2006 - June 2009
Murray, Frank & Sailer L.L.P. February 2006 - April 2006
National Association of Securities Dealers April 2004 - May 2005
New York Stock Exchange September 2003 - November 2003
The Honorable Rosalyn Richter, New York State Supreme Court, Civil Division May 2003 - July 2003
Education
Fordham Law School 2002 — 2005
Doctor of Law (JD), Law
Binghamton University 1999 — 2001
Master of Arts (M.A.), Political Science
NYU 1994 — 1998
Bachelor of Arts (B.A.), Political Science
Morgan Stanley Wealth Management June 2009 - Present
Citi April 2006 - June 2009
Murray, Frank & Sailer L.L.P. February 2006 - April 2006
National Association of Securities Dealers April 2004 - May 2005
New York Stock Exchange September 2003 - November 2003
The Honorable Rosalyn Richter, New York State Supreme Court, Civil Division May 2003 - July 2003
Education
Fordham Law School 2002 — 2005
Doctor of Law (JD), Law
Binghamton University 1999 — 2001
Master of Arts (M.A.), Political Science
NYU 1994 — 1998
Bachelor of Arts (B.A.), Political Science
Peggy Wingert's Morgan Stanley Wealth Management Experience Sr. Registered Client AssociateA.G. Edwards & Sons, Inc.1997 - 2011
Job Sr. Registered Client Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management Sr. Registered Client AssociateA.G. Edwards & Sons, Inc.1997 - 2011
Skills
Series 7 and Series 63...
Education
Berry College
Bachelor's degree, English Language and Literature, General / French
Morgan Stanley Wealth Management Sr. Registered Client AssociateA.G. Edwards & Sons, Inc.1997 - 2011
Skills
Series 7 and Series 63...
Education
Berry College
Bachelor's degree, English Language and Literature, General / French
Ralph DiSomma's Morgan Stanley Wealth Management Experience May 2006 - Present
Job Senior Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2006 - Present
Morgan Stanley Wealth Management May 2006 - Present
Advest, Inc. January 2002 - May 2006
Skills
Commodity/ Futures..., Wealth Management, Series 7, Equities, Series 63, Fixed Income, Asset Allocation, Mutual Funds, Securities, Retirement Planning, Alternative Investments, Investment Advisory, Portfolio Management, Investment Strategies, Investments, Bloomberg, Asset Management, Hedge Funds, Options
Education
City University of New York-Baruch College 1997 — 2001
Bachelor of Business Administration (BBA), Computer Science
Five Towns College 1996 — 1997
Morgan Stanley Wealth Management May 2006 - Present
Morgan Stanley Wealth Management May 2006 - Present
Advest, Inc. January 2002 - May 2006
Skills
Commodity/ Futures..., Wealth Management, Series 7, Equities, Series 63, Fixed Income, Asset Allocation, Mutual Funds, Securities, Retirement Planning, Alternative Investments, Investment Advisory, Portfolio Management, Investment Strategies, Investments, Bloomberg, Asset Management, Hedge Funds, Options
Education
City University of New York-Baruch College 1997 — 2001
Bachelor of Business Administration (BBA), Computer Science
Five Towns College 1996 — 1997
Denise's E-Mail's Morgan Stanley Wealth Management Experience Stock Plan AdministratorKPMGAugust 2003 - March 2004
Job Sr. Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management Stock Plan AdministratorKPMGAugust 2003 - March 2004
KPMG August 2003 - March 2004
KPMG August 2003 - March 2004
Education
Berkeley College 1995 — 1997
Associate of Arts and Sciences (AAS), Accounting and Business/Management
Berkeley College 1995 — 1997
Associate of Arts and Sciences (AAS), Accounting and Business/Management
Berkeley College 1995 — 1997
Associate of Arts and Sciences (AAS), Accounting and Business/Management
Morgan Stanley Wealth Management Stock Plan AdministratorKPMGAugust 2003 - March 2004
KPMG August 2003 - March 2004
KPMG August 2003 - March 2004
Education
Berkeley College 1995 — 1997
Associate of Arts and Sciences (AAS), Accounting and Business/Management
Berkeley College 1995 — 1997
Associate of Arts and Sciences (AAS), Accounting and Business/Management
Berkeley College 1995 — 1997
Associate of Arts and Sciences (AAS), Accounting and Business/Management
Elizabeth Bondi's Morgan Stanley Wealth Management Experience July 1986 - Present
Job Senior Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 1986 - Present
Education
Baruch College, City University of New York (CUNY) 1985 — 1986
Kingsborough Community College 1983 — 1985
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Morgan Stanley Wealth Management July 1986 - Present
Education
Baruch College, City University of New York (CUNY) 1985 — 1986
Kingsborough Community College 1983 — 1985
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.