Morgan Stanley Wealth Management
Industry: Financial services company
DescriptionMorgan Stanley Wealth Management is an American multinational financial services corporation specializing in retail brokerage. It is the wealth & asset management division of Morgan Stanley. Customer service: 00 1 801-617-9150 Assets under management: 2.05 trillion USD (2014) CEO: James P. Gorman (Jan 2012–) Headquarters: Purchase, Harrison, New York, United States Parent organization: Morgan Stanley Domestic Holdings Inc Founders: Charles D. Barney, Edward B. Smith
Morgan Stanley Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Morgan Stanley Wealth Management Salaries. You can even request information on how much does Morgan Stanley Wealth Management pay if you want to. Learn about salaries, pros and cons of working for Morgan Stanley Wealth Management directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
3,277 Morgan Stanley Wealth Management employees in database. Find out everything there's to know about Morgan Stanley Wealth Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morgan Stanley Wealth Management Employees
Employee
Years
Job
Industry
Aminta Menjivar Aminta Menjivar's Morgan Stanley Wealth Management Experience October 2013 - May 2014
Job Aspiring Economic Developer
Industry
Experience
FirstBank August 2014 - December 2014
University of Denver September 2010 - June 2014
Morgan Stanley Wealth Management October 2013 - May 2014
University of Denver June 2013 - March 2014
Inter-American Development Bank 2014 - 2014
University of Denver July 2011 - June 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Spanish, Data Analysis, Economics, Financial Analysis, Leadership, Community Outreach, PowerPoint, Public Speaking, Time Management, Event Planning
Education
University of Denver 2010 — 2014
Bachelor's degree, International Business
FirstBank August 2014 - December 2014
University of Denver September 2010 - June 2014
Morgan Stanley Wealth Management October 2013 - May 2014
University of Denver June 2013 - March 2014
Inter-American Development Bank 2014 - 2014
University of Denver July 2011 - June 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Spanish, Data Analysis, Economics, Financial Analysis, Leadership, Community Outreach, PowerPoint, Public Speaking, Time Management, Event Planning
Education
University of Denver 2010 — 2014
Bachelor's degree, International Business
Joe Salinardi Joe Salinardi's Morgan Stanley Wealth Management Experience June 2013 - November 2014
Job Analyst at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank November 2014 - Present
Morgan Stanley Wealth Management June 2013 - November 2014
Morgan Stanley Investment Management June 2012 - August 2012
Skills
Finance, Accounting, Financial Analysis, Financial Modeling, Valuation, Financial Reporting, Investments, Financial Accounting, Microsoft Excel, Microsoft Office, PowerPoint, Leadership, Public Speaking, Social Media, Microsoft Word
Education
University of Florida - Warrington College of Business Administration 2009 — 2013
Summa Cum Laude
Boyd H. Anderson High School 2005 — 2009
International Baccalaureate Diploma
Barclays Investment Bank November 2014 - Present
Morgan Stanley Wealth Management June 2013 - November 2014
Morgan Stanley Investment Management June 2012 - August 2012
Skills
Finance, Accounting, Financial Analysis, Financial Modeling, Valuation, Financial Reporting, Investments, Financial Accounting, Microsoft Excel, Microsoft Office, PowerPoint, Leadership, Public Speaking, Social Media, Microsoft Word
Education
University of Florida - Warrington College of Business Administration 2009 — 2013
Summa Cum Laude
Boyd H. Anderson High School 2005 — 2009
International Baccalaureate Diploma
Mitchell Lev Mitchell Lev's Morgan Stanley Wealth Management Experience June 2014 - August 2014
Job Associate Consultant Intern at Bain & Company
Industry Financial Services
Experience
Bain & Company June 2015 - Present
Morgan Stanley Wealth Management June 2014 - August 2014
National Basketball Retired Players Association June 2013 - August 2013
Northbrook Action Baseball April 2012 - August 2012
Education
University of Illinois at Urbana-Champaign 2012 — 2016
Accounting and Finance
Glenbrook North High School 2008 — 2012
Bain & Company June 2015 - Present
Morgan Stanley Wealth Management June 2014 - August 2014
National Basketball Retired Players Association June 2013 - August 2013
Northbrook Action Baseball April 2012 - August 2012
Education
University of Illinois at Urbana-Champaign 2012 — 2016
Accounting and Finance
Glenbrook North High School 2008 — 2012
Brittany Holman Brittany Holman's Morgan Stanley Wealth Management Experience September 2012 - December 2012
Job Graduate Assistant at Howard University
Industry Higher Education
Experience
Howard University August 2015 - Present
Lindamood-Bell Learning Processes June 2015 - Present
Mathnasium - The Math Learning Center September 2013 - July 2014
SunTrust Bank October 2013 - April 2014
Morgan Stanley Wealth Management September 2012 - December 2012
Sanford Loyd CPA, PC June 2011 - August 2011
Skills
Proficient using..., QuickBooks, Financial Services, Sales, Microsoft Office, Customer Service, Social Networking, Time Management, Bookkeeping
Education
Howard University 2014 — 2017
Master of Science (M.S.), Speech language pathology
University of Georgia - Terry College of Business 2010 — 2012
Bachelor of Business Administration, Economics
University of South Carolina-Columbia 2008 — 2009
Howard University August 2015 - Present
Lindamood-Bell Learning Processes June 2015 - Present
Mathnasium - The Math Learning Center September 2013 - July 2014
SunTrust Bank October 2013 - April 2014
Morgan Stanley Wealth Management September 2012 - December 2012
Sanford Loyd CPA, PC June 2011 - August 2011
Skills
Proficient using..., QuickBooks, Financial Services, Sales, Microsoft Office, Customer Service, Social Networking, Time Management, Bookkeeping
Education
Howard University 2014 — 2017
Master of Science (M.S.), Speech language pathology
University of Georgia - Terry College of Business 2010 — 2012
Bachelor of Business Administration, Economics
University of South Carolina-Columbia 2008 — 2009
Anna Heejin Kim Anna Heejin Kim's Morgan Stanley Wealth Management Experience April 2012 - September 2014
Job Registered Client Service Associate
Industry Investment Management
Experience
Morgan Stanley Wealth Management April 2012 - September 2014
Skills
Series 3, Series 7, Series 66
Education
University of Georgia - Terry College of Business 2006 — 2010
Bachelor of Business Administration, Management
Morgan Stanley Wealth Management April 2012 - September 2014
Skills
Series 3, Series 7, Series 66
Education
University of Georgia - Terry College of Business 2006 — 2010
Bachelor of Business Administration, Management
Shaun Walsh Shaun Walsh's Morgan Stanley Wealth Management Experience May 2008 - August 2008
Job Associate at Warson Capital Partners
Industry Investment Banking
Experience
Warson Capital Partners March 2014 - Present
SoCo Sealing and Striping LLC May 2007 - September 2014
Center Oil Company May 2010 - March 2014
Center Oil Company May 2009 - August 2009
Morgan Stanley Wealth Management May 2008 - August 2008
Skills
Management, Finance, Microsoft Excel, Analysis, Financial Analysis, Market Research, Forecasting, Accounting, Marketing, Portfolio Management, Strategic Planning
Education
Webster University 2011 — 2013
MBA
University of Dayton 2006 — 2010
Bachelor of Business Administration, Finance
Warson Capital Partners March 2014 - Present
SoCo Sealing and Striping LLC May 2007 - September 2014
Center Oil Company May 2010 - March 2014
Center Oil Company May 2009 - August 2009
Morgan Stanley Wealth Management May 2008 - August 2008
Skills
Management, Finance, Microsoft Excel, Analysis, Financial Analysis, Market Research, Forecasting, Accounting, Marketing, Portfolio Management, Strategic Planning
Education
Webster University 2011 — 2013
MBA
University of Dayton 2006 — 2010
Bachelor of Business Administration, Finance
Kory David Lee Kory David Lee's Morgan Stanley Wealth Management Experience April 2014 - October 2014
Job CFP®, Wealth Manager
Industry Financial Services
Experience
USAA October 2014 - Present
Morgan Stanley Wealth Management April 2014 - October 2014
HA&W Wealth Management, LLC 2012 - March 2014
Morgan Stanley Smith Barney 2012 - 2012
Wells Fargo Advisors, LLC 2011 - 2012
Wells Fargo Advisors, LLC 2009 - 2010
Morgan Stanley Smith Barney 2008 - 2009
Citi Smith Barney 2006 - 2008
Education
University of Georgia - Terry College of Business
Westminster College (MO)
B.A., Economics
USAA October 2014 - Present
Morgan Stanley Wealth Management April 2014 - October 2014
HA&W Wealth Management, LLC 2012 - March 2014
Morgan Stanley Smith Barney 2012 - 2012
Wells Fargo Advisors, LLC 2011 - 2012
Wells Fargo Advisors, LLC 2009 - 2010
Morgan Stanley Smith Barney 2008 - 2009
Citi Smith Barney 2006 - 2008
Education
University of Georgia - Terry College of Business
Westminster College (MO)
B.A., Economics
Thomas Graham Thomas Graham's Morgan Stanley Wealth Management Experience June 1994 - August 2012
Job Senior Vice President/Wealth Management, M.A., Accredited Wealth Management Advisor (sm) Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC August 2012 - Present
Morgan Stanley Wealth Management June 1994 - August 2012
Reusch International 1993 - 1994
MetLife 1987 - 1993
Skills
Investments, Portfolio Management, Alternative Investments, Series 7, Series 63, Wealth Management, Asset Allocation, Investment Advisory, Retirement Planning, Mutual Funds, Investment Strategies, Equities, Strategic Financial..., Securities, Fixed Income, ETFs, Tax Free Investing, Financial Relationship, Corporate Finance, Income Planning, College Savings Plans, 529 Plans, Advice and Counsel, Estate Planning, Financial Planning
Education
University of Delaware - Lerner College of Business and Economics 1983 — 1987
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Seton Hall University 1990 — 1992
Master's degree, Far East Economic Studies
Saint Louis University High School 1979 — 1983
Janney Montgomery Scott LLC August 2012 - Present
Morgan Stanley Wealth Management June 1994 - August 2012
Reusch International 1993 - 1994
MetLife 1987 - 1993
Skills
Investments, Portfolio Management, Alternative Investments, Series 7, Series 63, Wealth Management, Asset Allocation, Investment Advisory, Retirement Planning, Mutual Funds, Investment Strategies, Equities, Strategic Financial..., Securities, Fixed Income, ETFs, Tax Free Investing, Financial Relationship, Corporate Finance, Income Planning, College Savings Plans, 529 Plans, Advice and Counsel, Estate Planning, Financial Planning
Education
University of Delaware - Lerner College of Business and Economics 1983 — 1987
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Seton Hall University 1990 — 1992
Master's degree, Far East Economic Studies
Saint Louis University High School 1979 — 1983
Thomas Befi Thomas Befi's Morgan Stanley Wealth Management Experience June 2013 - August 2013
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley Wealth Management June 2013 - August 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Eastchester Camp Galaxy Jr. July 2009 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Bloomberg, Insurance, Time Management, Lotus Notes, Financial Analysis, Access, SPSS, Financial Modeling, Spanish, Social Networking, Outlook, Economics, Bloomberg Terminal
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2014
Bachelor of Science, Finance & Economics
Eastchester High School 2006 — 2010
Morgan Stanley June 2014 - Present
Morgan Stanley Wealth Management June 2013 - August 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Eastchester Camp Galaxy Jr. July 2009 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Bloomberg, Insurance, Time Management, Lotus Notes, Financial Analysis, Access, SPSS, Financial Modeling, Spanish, Social Networking, Outlook, Economics, Bloomberg Terminal
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2014
Bachelor of Science, Finance & Economics
Eastchester High School 2006 — 2010
Courtney Hoyes's Morgan Stanley Wealth Management Experience April 2013 - August 2013
Job Foreign Exchange Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Looney's Pub September 2011 - June 2014
Morgan Stanley Wealth Management April 2013 - August 2013
UBS Investment Bank March 2012 - January 2013
Nanny in Davidsonville,MD April 2011 - August 2012
Maryland United Lacrosse Club May 2009 - December 2011
Skills
Excel, Word, Microsoft Office, PowerPoint, Microsoft Word, Facebook, Access, Customer Service, Data Analysis, Microsoft Excel, Outlook, Coaching, Financial Analysis, Social Media, Social Networking, Event Planning, Fundraising, Marketing, Social Media Marketing, Finance, Time Management, Event Management, Team Leadership, Analysis, Teamwork, Leadership, Research
Education
University of Maryland College Park 2011 — 2014
Bachelor of Behavioral and Social Sciences, Criminology
University of Florida 2010 — 2011
Archbishop Spalding High School 2006 — 2010
Morgan Stanley June 2014 - Present
Looney's Pub September 2011 - June 2014
Morgan Stanley Wealth Management April 2013 - August 2013
UBS Investment Bank March 2012 - January 2013
Nanny in Davidsonville,MD April 2011 - August 2012
Maryland United Lacrosse Club May 2009 - December 2011
Skills
Excel, Word, Microsoft Office, PowerPoint, Microsoft Word, Facebook, Access, Customer Service, Data Analysis, Microsoft Excel, Outlook, Coaching, Financial Analysis, Social Media, Social Networking, Event Planning, Fundraising, Marketing, Social Media Marketing, Finance, Time Management, Event Management, Team Leadership, Analysis, Teamwork, Leadership, Research
Education
University of Maryland College Park 2011 — 2014
Bachelor of Behavioral and Social Sciences, Criminology
University of Florida 2010 — 2011
Archbishop Spalding High School 2006 — 2010
Jessica Clowney Jessica Clowney's Morgan Stanley Wealth Management Experience July 2013 - Present
Job Wealth Management Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2013 - Present
Simply Elegant Catering May 2010 - August 2012
Fossil May 2009 - August 2011
Skills
Marketing, Financial Analysis, Leadership, Sales, Microsoft Office, Expert in MS Word, MS..., Proficient in Minitab..., Customer Service, Time Management, Teamwork, Outlook, PowerPoint, Analysis, Access, Finance
Education
University of Delaware 2009 — 2013
Bachelor of Science (B.S.), Finance
Morgan Stanley Wealth Management July 2013 - Present
Simply Elegant Catering May 2010 - August 2012
Fossil May 2009 - August 2011
Skills
Marketing, Financial Analysis, Leadership, Sales, Microsoft Office, Expert in MS Word, MS..., Proficient in Minitab..., Customer Service, Time Management, Teamwork, Outlook, PowerPoint, Analysis, Access, Finance
Education
University of Delaware 2009 — 2013
Bachelor of Science (B.S.), Finance
Andrew Neskow Andrew Neskow's Morgan Stanley Wealth Management Experience 2009 - 2011
Job Major Account Executive at CareerBuilder.com
Industry Staffing and Recruiting
Experience
CareerBuilder.com June 2014 - Present
CareerBuilder.com 2013 - May 2014
Merrill Lynch 2011 - 2013
Morgan Stanley Wealth Management 2009 - 2011
Skills
Investments, Sales, New Business Development, Business Development, Leadership, Salesforce.com, Customer Service, Talent Acquisition, Sourcing, Account Management, CRM
Education
University of Iowa 2002 — 2006
Bachelor of Arts (B.A.), English
CareerBuilder.com June 2014 - Present
CareerBuilder.com 2013 - May 2014
Merrill Lynch 2011 - 2013
Morgan Stanley Wealth Management 2009 - 2011
Skills
Investments, Sales, New Business Development, Business Development, Leadership, Salesforce.com, Customer Service, Talent Acquisition, Sourcing, Account Management, CRM
Education
University of Iowa 2002 — 2006
Bachelor of Arts (B.A.), English
Baron Becker Baron Becker's Morgan Stanley Wealth Management Experience 1999 - 2013
Job Senior Vice President Financial Advisor at Robert W Baird
Industry Financial Services
Experience
Robert W. Baird & Co. November 2012 - Present
Morgan Stanley Wealth Management 1999 - 2013
Paine Webber 1997 - 1999
Paine Webber 1993 - 1997
Murphy & Durieu 1991 - 1993
Education
University of Maine
Bachelor of Science (BS), Business Administration and Management, General
Robert W. Baird & Co. November 2012 - Present
Morgan Stanley Wealth Management 1999 - 2013
Paine Webber 1997 - 1999
Paine Webber 1993 - 1997
Murphy & Durieu 1991 - 1993
Education
University of Maine
Bachelor of Science (BS), Business Administration and Management, General
Peter E. Kelly, Jr., CFP®'s Morgan Stanley Wealth Management Experience August 1991 - January 2009
Job Senior Vice President Investments at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. January 2009 - Present
Morgan Stanley Wealth Management August 1991 - January 2009
Smith Barney, Harris Upham & Co. Inc. March 1982 - August 1991
Merrill Lynch August 1979 - March 1982
Education
University of Florida - Warrington College Of Business 1973 — 1978
BSBA, Finance
UBS Financial Services Inc. January 2009 - Present
Morgan Stanley Wealth Management August 1991 - January 2009
Smith Barney, Harris Upham & Co. Inc. March 1982 - August 1991
Merrill Lynch August 1979 - March 1982
Education
University of Florida - Warrington College Of Business 1973 — 1978
BSBA, Finance
Brent Ditto, CFP, MBA's Morgan Stanley Wealth Management Experience February 2004 - May 2006
Job Certified Financial Planner at Ditto Wealth Management
Industry Financial Services
Experience
Ditto Wealth Management November 2014 - Present
Hilliard Lyons January 2008 - October 2014
Hilliard Lyons January 2008 - October 2014
Hilliard Lyons October 2006 - January 2008
PNC May 2005 - October 2006
Morgan Stanley Wealth Management February 2004 - May 2006
Aegon 2002 - 2004
Education
Western Kentucky University 1998 — 2002
Bachelor of Science (BS), Business/Managerial Economics
University of Louisville 2002 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
Ditto Wealth Management November 2014 - Present
Hilliard Lyons January 2008 - October 2014
Hilliard Lyons January 2008 - October 2014
Hilliard Lyons October 2006 - January 2008
PNC May 2005 - October 2006
Morgan Stanley Wealth Management February 2004 - May 2006
Aegon 2002 - 2004
Education
Western Kentucky University 1998 — 2002
Bachelor of Science (BS), Business/Managerial Economics
University of Louisville 2002 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
Eric Hamel Eric Hamel's Morgan Stanley Wealth Management Experience January 2014 - May 2014
Job Consultant | Data Scientist at Booz Allen Hamilton
Industry Defense & Space
Experience
Booz Allen Hamilton June 2014 - Present
Morgan Stanley Wealth Management January 2014 - May 2014
Terrapin Turf August 2013 - March 2014
Unilever September 2013 - December 2013
Small Business Advisors May 2013 - August 2013
The Rock Creek Group, Fund of Hedge Funds May 2012 - May 2013
PurpleTie by Ridgewells May 2011 - January 2013
University of Maryland, Public Leadership Program August 2012 - December 2012
Long & Foster Companies January 2012 - May 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Access, Data Analysis, Social Media, Research, Public Speaking, Customer Service, Accounting, Event Planning, Adobe Creative Suite, Photoshop, Facebook, Marketing, Analysis
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2014
Bachelor of Science (BS), Finance, Marketing Concentration
DeMatha Catholic High School 2006 — 2010
Booz Allen Hamilton June 2014 - Present
Morgan Stanley Wealth Management January 2014 - May 2014
Terrapin Turf August 2013 - March 2014
Unilever September 2013 - December 2013
Small Business Advisors May 2013 - August 2013
The Rock Creek Group, Fund of Hedge Funds May 2012 - May 2013
PurpleTie by Ridgewells May 2011 - January 2013
University of Maryland, Public Leadership Program August 2012 - December 2012
Long & Foster Companies January 2012 - May 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Access, Data Analysis, Social Media, Research, Public Speaking, Customer Service, Accounting, Event Planning, Adobe Creative Suite, Photoshop, Facebook, Marketing, Analysis
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2014
Bachelor of Science (BS), Finance, Marketing Concentration
DeMatha Catholic High School 2006 — 2010
Amy Shimeng Cao's Morgan Stanley Wealth Management Experience June 2012 - January 2014
Job Sr Analyst at Bank of America
Industry Financial Services
Experience
Bank of America January 2014 - Present
Morgan Stanley Wealth Management June 2012 - January 2014
Deutsche Bank AG September 2011 - April 2012
Skills
Bloomberg, Risk Management, Financial Modeling, Financial Analysis, Financial Risk, Microsoft Excel, Portfolio Management, Data Analysis, VBA, Market Risk, Business Analysis
Education
University of Iowa 2007 — 2011
B.S, Actuarial Science/ Mathematics/ Risk Management & Insurance Certificate
Bank of America January 2014 - Present
Morgan Stanley Wealth Management June 2012 - January 2014
Deutsche Bank AG September 2011 - April 2012
Skills
Bloomberg, Risk Management, Financial Modeling, Financial Analysis, Financial Risk, Microsoft Excel, Portfolio Management, Data Analysis, VBA, Market Risk, Business Analysis
Education
University of Iowa 2007 — 2011
B.S, Actuarial Science/ Mathematics/ Risk Management & Insurance Certificate
Carlos Graveran Carlos Graveran's Morgan Stanley Wealth Management Experience January 2010 - January 2011
Job General Manager at Vitas Innovative Hospice Care
Industry Hospital & Health Care
Experience
Vitas Healthcare September 2013 - Present
Vitas Healthcare April 2011 - September 2013
Morgan Stanley Wealth Management January 2010 - January 2011
Gentiva Home Health January 2008 - January 2010
AstraZeneca Pharmaceuticals March 2004 - June 2008
BMS TITLE, INC January 2005 - January 2008
AstraZeneca January 1999 - January 2005
Skills
Sales Operations, Recruiting, Pharmaceutical Sales, CRM, Training, Market Planning, Sales, Marketing, Management, Managed Care, Strategic Planning, Leadership, Gastroenterology, Diabetes, Business Development, Healthcare, Forecasting, Contract Negotiation, Strategy, Budgets, Cardiology, Product Launch, Hospitals, Team Building, Cross-functional Team..., Sales Effectiveness, Healthcare Management, Sales Management, Customer Service
Education
University of Maryland College Park 1986 — 1989
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Vitas Healthcare September 2013 - Present
Vitas Healthcare April 2011 - September 2013
Morgan Stanley Wealth Management January 2010 - January 2011
Gentiva Home Health January 2008 - January 2010
AstraZeneca Pharmaceuticals March 2004 - June 2008
BMS TITLE, INC January 2005 - January 2008
AstraZeneca January 1999 - January 2005
Skills
Sales Operations, Recruiting, Pharmaceutical Sales, CRM, Training, Market Planning, Sales, Marketing, Management, Managed Care, Strategic Planning, Leadership, Gastroenterology, Diabetes, Business Development, Healthcare, Forecasting, Contract Negotiation, Strategy, Budgets, Cardiology, Product Launch, Hospitals, Team Building, Cross-functional Team..., Sales Effectiveness, Healthcare Management, Sales Management, Customer Service
Education
University of Maryland College Park 1986 — 1989
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Thomas Loughran Thomas Loughran's Morgan Stanley Wealth Management Experience November 2012 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2012 - Present
UBS Financial Services Inc August 2006 - June 2012
Skills
Series 7, Financial Advisory, Fixed Annuities, Trading, Strategic Financial...
Education
University of Florida
Bachelor of Science (BS)
Wall High School
Morgan Stanley Wealth Management November 2012 - Present
UBS Financial Services Inc August 2006 - June 2012
Skills
Series 7, Financial Advisory, Fixed Annuities, Trading, Strategic Financial...
Education
University of Florida
Bachelor of Science (BS)
Wall High School
Laureen Smith Laureen Smith's Morgan Stanley Wealth Management Experience July 2014 - Present
Job Financial Consultant Contact for Services
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2014 - Present
Newlin & Partners Law Firm October 2011 - March 2013
Morgan and Morgan LLC 1987 - December 2010
Skills
Strategic Planning, Customer Relations, Product Development, Customer Service, Budget Management, Budget Analysis, Project Planning, Business Modeling, Budgets, Finance, Management, Vendor Management, Mergers & Acquisitions, Forecasting, Accounting, Start-ups, Leadership, Managerial Finance, Analysis, Microsoft Office
Education
University of Maryland College Park
Acceptance and course study
Morgan Stanley Wealth Management July 2014 - Present
Newlin & Partners Law Firm October 2011 - March 2013
Morgan and Morgan LLC 1987 - December 2010
Skills
Strategic Planning, Customer Relations, Product Development, Customer Service, Budget Management, Budget Analysis, Project Planning, Business Modeling, Budgets, Finance, Management, Vendor Management, Mergers & Acquisitions, Forecasting, Accounting, Start-ups, Leadership, Managerial Finance, Analysis, Microsoft Office
Education
University of Maryland College Park
Acceptance and course study
Hisham Sayeedi Hisham Sayeedi's Morgan Stanley Wealth Management Experience October 2011 - May 2012
Job Analyst at Northern Trust Corporation
Industry Investment Management
Experience
Northern Trust Corporation September 2014 - Present
U.S. Bank March 2013 - September 2014
Bernstein Global Wealth Management June 2012 - February 2013
Morgan Stanley Wealth Management October 2011 - May 2012
Travelers Insurance June 2011 - August 2011
Skills
Investments, Financial Analysis, Portfolio Management, Finance, Financial Services, Underwriting, Strategic Financial..., Equities, Financial Modeling, Microsoft Office, Asset Management, Investment Management, Securities, Analysis, Regression Analysis, Data Entry, Marketing, Fixed Income, Retirement Planning, Financial Risk, Bloomberg, Teamwork, Wealth Management, Investment Strategies, Trading, Estate Planning, Financial Reporting, Alternative Investments, Financial Planning, Writing, Bloomberg Terminal, Derivatives, Loans, Bonds, Financial Statement..., Accounting, Structured Products, Microsoft Excel, Data Analysis, Valuation
Education
University of Illinois at Chicago 2008 — 2012
Bachelors of Science, Finance; Economics
Adlai E. Stevenson High School 2005 — 2008
Diploma
Northern Trust Corporation September 2014 - Present
U.S. Bank March 2013 - September 2014
Bernstein Global Wealth Management June 2012 - February 2013
Morgan Stanley Wealth Management October 2011 - May 2012
Travelers Insurance June 2011 - August 2011
Skills
Investments, Financial Analysis, Portfolio Management, Finance, Financial Services, Underwriting, Strategic Financial..., Equities, Financial Modeling, Microsoft Office, Asset Management, Investment Management, Securities, Analysis, Regression Analysis, Data Entry, Marketing, Fixed Income, Retirement Planning, Financial Risk, Bloomberg, Teamwork, Wealth Management, Investment Strategies, Trading, Estate Planning, Financial Reporting, Alternative Investments, Financial Planning, Writing, Bloomberg Terminal, Derivatives, Loans, Bonds, Financial Statement..., Accounting, Structured Products, Microsoft Excel, Data Analysis, Valuation
Education
University of Illinois at Chicago 2008 — 2012
Bachelors of Science, Finance; Economics
Adlai E. Stevenson High School 2005 — 2008
Diploma
Brittany Rosen Brittany Rosen's Morgan Stanley Wealth Management Experience October 2010 - March 2011
Job Assistant Manager at Fly Bar & Restaurant
Industry Nonprofit Organization Management
Experience
Fly Bar & Restaurant March 2015 - Present
Pediatric Cancer Foundation November 2014 - April 2015
Pediatric Cancer Foundation September 2014 - November 2014
The Captain's Table Restaurant October 2013 - September 2014
Smuggler's Enterprises Inc. Foundation September 2013 - September 2014
Harpoon Harry's Restaurant & Bar February 2013 - September 2013
Morgan Stanley Wealth Management October 2010 - March 2011
Skills
Leadership, Management, Entrepreneurship, Sales, Customer Satisfaction, Marketing, Strategic Planning, Social Networking, Strategy, Time Management, Business Analysis, Teamwork, Project Management, Human Resources, Customer Service, Social Media Marketing, Business Strategy, Analytic Problem Solving, Communication Skills, Non-profit Leadership, Event Management, Public Speaking, Social Media
Education
University of Florida - Warrington College Of Business 2013 — 2015
Bachelor of Science (B.S.), Business Administration, Management and Operations
Lemon Bay High School 2004 — 2008
Fly Bar & Restaurant March 2015 - Present
Pediatric Cancer Foundation November 2014 - April 2015
Pediatric Cancer Foundation September 2014 - November 2014
The Captain's Table Restaurant October 2013 - September 2014
Smuggler's Enterprises Inc. Foundation September 2013 - September 2014
Harpoon Harry's Restaurant & Bar February 2013 - September 2013
Morgan Stanley Wealth Management October 2010 - March 2011
Skills
Leadership, Management, Entrepreneurship, Sales, Customer Satisfaction, Marketing, Strategic Planning, Social Networking, Strategy, Time Management, Business Analysis, Teamwork, Project Management, Human Resources, Customer Service, Social Media Marketing, Business Strategy, Analytic Problem Solving, Communication Skills, Non-profit Leadership, Event Management, Public Speaking, Social Media
Education
University of Florida - Warrington College Of Business 2013 — 2015
Bachelor of Science (B.S.), Business Administration, Management and Operations
Lemon Bay High School 2004 — 2008
Chris Triplett Chris Triplett's Morgan Stanley Wealth Management Experience 2012 - 2013
Job Realtor with Exit Realty Access
Industry Real Estate
Experience
EXIT Realty Corp. International September 2012 - Present
SIgn & Close September 2012 - May 2013
Morgan Stanley Wealth Management 2012 - 2013
Skills
Short Sales, Contract Negotiation, High Performance..., Contractors, Foreclosures, Million Dollar Club, Million Dollar Listing, Commercial Real Estate, Residential Real Estate, Small Business Sales, Notary Signing Agent, Remote Closings, Industrial Real Estate
Education
University of Phoenix 2013 — 2014
MIS, Masters of Information Systems
Climer School of Real Estate 2012 — 2012
Certificate, Real Estate
University of Houston 1998 — 2002
Bachelor of Science (BS), HRM
EXIT Realty Corp. International September 2012 - Present
SIgn & Close September 2012 - May 2013
Morgan Stanley Wealth Management 2012 - 2013
Skills
Short Sales, Contract Negotiation, High Performance..., Contractors, Foreclosures, Million Dollar Club, Million Dollar Listing, Commercial Real Estate, Residential Real Estate, Small Business Sales, Notary Signing Agent, Remote Closings, Industrial Real Estate
Education
University of Phoenix 2013 — 2014
MIS, Masters of Information Systems
Climer School of Real Estate 2012 — 2012
Certificate, Real Estate
University of Houston 1998 — 2002
Bachelor of Science (BS), HRM
Will Hurd's Morgan Stanley Wealth Management Experience June 2012 - November 2012
Job Xome
Industry Internet
Experience
xome July 2015 - Present
Opus Bank June 2014 - June 2015
University Communities November 2013 - May 2014
Morgan Stanley Wealth Management June 2012 - November 2012
Skills
Financial Analysis, Public Speaking, Athletic Performance, Networking, Leadership, Data Analysis, Financial Modeling, Event Planning, Finance, Social Networking
Education
University of Denver 2010 — 2014
Economics, Real Estate, International Studies
xome July 2015 - Present
Opus Bank June 2014 - June 2015
University Communities November 2013 - May 2014
Morgan Stanley Wealth Management June 2012 - November 2012
Skills
Financial Analysis, Public Speaking, Athletic Performance, Networking, Leadership, Data Analysis, Financial Modeling, Event Planning, Finance, Social Networking
Education
University of Denver 2010 — 2014
Economics, Real Estate, International Studies
Matthew Houston Matthew Houston's Morgan Stanley Wealth Management Experience February 2006 - October 2008
Job Senior Vice President/Asst. Branch Manager at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities March 2012 - Present
Southwest Securities October 2008 - March 2012
University of Houston 2008 - August 2009
Morgan Stanley Wealth Management February 2006 - October 2008
Legg Mason August 2003 - February 2007
Smith and Associates 2002 - 2003
PDQ.net 1999 - 2001
Skills
Sales, Finance, New Business Development, Team Building, Strategic Planning, Contract Negotiation, Marketing, Business Strategy, Business Planning, Forecasting, Leadership, Budgets, Financial Analysis, Business Development
Education
University of Houston, C.T. Bauer College of Business 1999 — 2002
Bachelor of Business Administration (B.B.A.)
University of Houston, C.T. Bauer College of Business 1998 — 2002
BBA
Episcopal High Scool 1992 — 1996
Wunderlich Securities March 2012 - Present
Southwest Securities October 2008 - March 2012
University of Houston 2008 - August 2009
Morgan Stanley Wealth Management February 2006 - October 2008
Legg Mason August 2003 - February 2007
Smith and Associates 2002 - 2003
PDQ.net 1999 - 2001
Skills
Sales, Finance, New Business Development, Team Building, Strategic Planning, Contract Negotiation, Marketing, Business Strategy, Business Planning, Forecasting, Leadership, Budgets, Financial Analysis, Business Development
Education
University of Houston, C.T. Bauer College of Business 1999 — 2002
Bachelor of Business Administration (B.B.A.)
University of Houston, C.T. Bauer College of Business 1998 — 2002
BBA
Episcopal High Scool 1992 — 1996
Melanie Wait-Greer Melanie Wait-Greer's Morgan Stanley Wealth Management Experience October 1999 - September 2004
Job Registered Client Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management September 2004 - Present
Morgan Stanley Wealth Management October 1999 - September 2004
Education
University of Houston 1994 — 1998
Bachelor of Business Administration (BBA), Marketing
RBC Wealth Management September 2004 - Present
Morgan Stanley Wealth Management October 1999 - September 2004
Education
University of Houston 1994 — 1998
Bachelor of Business Administration (BBA), Marketing
Michele Alex Michele Alex's Morgan Stanley Wealth Management Experience January 1990 - September 2012
Job Vice President Investment Officer Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2012 - Present
Morgan Stanley Wealth Management January 1990 - September 2012
E.F Hutton January 1985 - January 1990
Skills
Retirement Planning, Asset Allocation, Mutual Funds, Investments, Alternative Investments, Retirement, Investment Strategies, Securities, Equities, Fixed Income, 401k, Finance, Investment Management, FINRA
Education
University of Maine 1969 — 1973
Bachelor's degree, English and Education
Mattawamkeag High School
Wells Fargo Advisors, LLC September 2012 - Present
Morgan Stanley Wealth Management January 1990 - September 2012
E.F Hutton January 1985 - January 1990
Skills
Retirement Planning, Asset Allocation, Mutual Funds, Investments, Alternative Investments, Retirement, Investment Strategies, Securities, Equities, Fixed Income, 401k, Finance, Investment Management, FINRA
Education
University of Maine 1969 — 1973
Bachelor's degree, English and Education
Mattawamkeag High School
Chris Klimash Chris Klimash's Morgan Stanley Wealth Management Experience August 2000 - April 2009
Job Financial Advisor
Industry Financial Services
Experience
Lebel & Harriman, LLP March 2015 - Present
RBC Wealth Management April 2009 - March 2015
Morgan Stanley Wealth Management August 2000 - April 2009
Skills
Portfolio Management, Banking, Insurance, Risk Management
Education
University of Maine 1986 — 1991
Bachelor of Arts (B.A.), Economics
Richmond High School- Richmond, ME 1982 — 1986
Lebel & Harriman, LLP March 2015 - Present
RBC Wealth Management April 2009 - March 2015
Morgan Stanley Wealth Management August 2000 - April 2009
Skills
Portfolio Management, Banking, Insurance, Risk Management
Education
University of Maine 1986 — 1991
Bachelor of Arts (B.A.), Economics
Richmond High School- Richmond, ME 1982 — 1986
Brandon Luttrell's Morgan Stanley Wealth Management Experience June 2013 - August 2013
Job PartTime Air Handler at UPS
Industry Transportation/Trucking/Railroad
Experience
UPS June 2011 - Present
Morgan Stanley Wealth Management June 2013 - August 2013
Quail Chase Golf Course June 2008 - September 2012
Skills
Computer Hardware, Computer Repair, Computer Proficiency, Microsoft Office, HTML scripting, Business Analysis, Social Media Marketing, Computer Network..., Student Leadership, Peer Leadership, Work Ethic, Motivation, Study Skills, Enthusiasm to learn, Goal Oriented, Competitive, Reliable, Discipline, Logical Thinker, Self-confidence, Highly Ambitious, Determination, Organization
Education
University of Louisville 2011 — 2015
Undergraduate, Bachelor of Science in Business Administration: Business Finance, 3.2
Eastern High School 2007 — 2011
High School Diploma, Computer/Information Technology and Business, 4.0
UPS June 2011 - Present
Morgan Stanley Wealth Management June 2013 - August 2013
Quail Chase Golf Course June 2008 - September 2012
Skills
Computer Hardware, Computer Repair, Computer Proficiency, Microsoft Office, HTML scripting, Business Analysis, Social Media Marketing, Computer Network..., Student Leadership, Peer Leadership, Work Ethic, Motivation, Study Skills, Enthusiasm to learn, Goal Oriented, Competitive, Reliable, Discipline, Logical Thinker, Self-confidence, Highly Ambitious, Determination, Organization
Education
University of Louisville 2011 — 2015
Undergraduate, Bachelor of Science in Business Administration: Business Finance, 3.2
Eastern High School 2007 — 2011
High School Diploma, Computer/Information Technology and Business, 4.0
Alexa Sokol's Morgan Stanley Wealth Management Experience May 2012 - August 2012
Job Brand Ambassador at WhatRUWearing
Industry Public Relations and Communications
Experience
WhatRUWearing February 2015 - May 2015
FinePoint Co January 2015 - May 2015
Intrepid Sea, Air & Space Museum June 2014 - August 2014
Zazz Deal's August 2013 - December 2013
doingood July 2013 - August 2013
Morgan Stanley Wealth Management May 2012 - August 2012
Skills
Photography, Creative Writing, Social Media, On-camera Experience, Public Relations, Leadership, Blogging, Market Research, Digital and Online..., Spanish-speaking, Business Intelligence, Recruiting, Organization, Sales, Events Organisation, Spanish, Public Speaking, PowerPoint, Microsoft Word, Facilitation
Education
University of Maryland College Park 2011 — 2015
Bachelor of Arts (BA), Communication, General
Florence University of the Arts 2014 — 2014
Study Abroad, Communication, General, Junior
John Jay high school
WhatRUWearing February 2015 - May 2015
FinePoint Co January 2015 - May 2015
Intrepid Sea, Air & Space Museum June 2014 - August 2014
Zazz Deal's August 2013 - December 2013
doingood July 2013 - August 2013
Morgan Stanley Wealth Management May 2012 - August 2012
Skills
Photography, Creative Writing, Social Media, On-camera Experience, Public Relations, Leadership, Blogging, Market Research, Digital and Online..., Spanish-speaking, Business Intelligence, Recruiting, Organization, Sales, Events Organisation, Spanish, Public Speaking, PowerPoint, Microsoft Word, Facilitation
Education
University of Maryland College Park 2011 — 2015
Bachelor of Arts (BA), Communication, General
Florence University of the Arts 2014 — 2014
Study Abroad, Communication, General, Junior
John Jay high school
Sherill Samuel's Morgan Stanley Wealth Management Experience January 2014 - April 2014
Job Business Development Partner, East Coast, Consultant at Point Perfect Transcription & Technology Services
Industry Financial Services
Experience
Point Perfect Transcription & Technology Services May 2015 - Present
Spongecell April 2014 - March 2015
Morgan Stanley Wealth Management January 2014 - April 2014
Barclays Investment Bank June 2013 - December 2013
Merchant Cash and Capital LLC February 2013 - February 2013
T-Mobile June 2012 - December 2012
Indialand and Properties Pvt Ltd July 2009 - September 2010
Point Perfect Transcription Services Pvt Ltd May 2008 - October 2008
Manskip Infrastructure Solutions Pvt. Ltd March 2005 - June 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Visio, International Real..., Global Business..., Business Strategy, Business Analysis, KYC, AML, CAP, PML, Team Leadership, Recruiting, Management, Negotiation, Online Marketing, Business Development, Strategic Planning, Business Planning, Marketing Management, Marketing Strategy, Market Research, Team Building, Team Management, Marketing, New Business Development, Leadership, Telecommunications, Project Planning
Education
University of Madras
Bachelor of Science, Business Administration and Management
Point Perfect Transcription & Technology Services May 2015 - Present
Spongecell April 2014 - March 2015
Morgan Stanley Wealth Management January 2014 - April 2014
Barclays Investment Bank June 2013 - December 2013
Merchant Cash and Capital LLC February 2013 - February 2013
T-Mobile June 2012 - December 2012
Indialand and Properties Pvt Ltd July 2009 - September 2010
Point Perfect Transcription Services Pvt Ltd May 2008 - October 2008
Manskip Infrastructure Solutions Pvt. Ltd March 2005 - June 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Visio, International Real..., Global Business..., Business Strategy, Business Analysis, KYC, AML, CAP, PML, Team Leadership, Recruiting, Management, Negotiation, Online Marketing, Business Development, Strategic Planning, Business Planning, Marketing Management, Marketing Strategy, Market Research, Team Building, Team Management, Marketing, New Business Development, Leadership, Telecommunications, Project Planning
Education
University of Madras
Bachelor of Science, Business Administration and Management
Andrew Kleinman Andrew Kleinman's Morgan Stanley Wealth Management Experience January 2009 - August 2013
Job Associate VicePresident, Financial Advisor at Global Trust Asset Management
Industry Financial Services
Experience
Global Trust Asset Management August 2013 - Present
Morgan Stanley Wealth Management January 2009 - August 2013
Smith Barney November 2000 - January 2009
Skills
Portfolio Management, Financial Advisory, Retirement Planning, Mutual Funds, Wealth Management, Finance, Life Insurance, Variable Annuities, Stocks, Bonds, Investment Advisory, Asset Allocation, Strategic Planning, Investments
Education
University of Florida 1993 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Global Trust Asset Management August 2013 - Present
Morgan Stanley Wealth Management January 2009 - August 2013
Smith Barney November 2000 - January 2009
Skills
Portfolio Management, Financial Advisory, Retirement Planning, Mutual Funds, Wealth Management, Finance, Life Insurance, Variable Annuities, Stocks, Bonds, Investment Advisory, Asset Allocation, Strategic Planning, Investments
Education
University of Florida 1993 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Nick Tselekis Nick Tselekis's Morgan Stanley Wealth Management Experience December 2012 - July 2013
Job Senior Client Associate at RMB Capital
Industry Financial Services
Experience
RMB Capital July 2013 - September 2015
Morgan Stanley Wealth Management December 2012 - July 2013
GCG Financial October 2011 - November 2012
Ilios Partners, LLC November 2005 - December 2010
Ferdinand Capital Inc February 2004 - December 2004
Skills
Wealth Preservation..., Permanent Life Insurance, Business Overhead..., Key Person Protection, College Funding..., Tax Free Income, Tax-advantaged..., Executive Benefit..., Employee Benefits Design, Keoghs, Roth IRA, Business Tax Planning, Personal Financial..., Domestic Partner..., Public Speaking, Social Networking, Visual Thinking, Entrepreneurship, Business Ideas, Collaborative Innovation, Strategic Prospecting, Inbound Lead Generation, Impact Investing, Behavioral Finance, Trading Psychology, Covered Calls, Options Strategies, Social Return on..., Licensed to Sell..., Registered..., Knowledge-hungry Learner, Streamlining Complex..., Small Business..., Term Life Insurance, Irrevocable Life..., Guaranteed Lifetime..., Building Strong..., Experienced Speaker, Positive Personality, Works well individually, Holistic Financial..., Finance, Investment Strategies, Wealth Accumulation..., Investments
Education
University of Illinois at Chicago 1998 — 2002
Bachelor of Science (BS), Economics
University of Wisconsin-Madison 1997 — 1998
Finance
RMB Capital July 2013 - September 2015
Morgan Stanley Wealth Management December 2012 - July 2013
GCG Financial October 2011 - November 2012
Ilios Partners, LLC November 2005 - December 2010
Ferdinand Capital Inc February 2004 - December 2004
Skills
Wealth Preservation..., Permanent Life Insurance, Business Overhead..., Key Person Protection, College Funding..., Tax Free Income, Tax-advantaged..., Executive Benefit..., Employee Benefits Design, Keoghs, Roth IRA, Business Tax Planning, Personal Financial..., Domestic Partner..., Public Speaking, Social Networking, Visual Thinking, Entrepreneurship, Business Ideas, Collaborative Innovation, Strategic Prospecting, Inbound Lead Generation, Impact Investing, Behavioral Finance, Trading Psychology, Covered Calls, Options Strategies, Social Return on..., Licensed to Sell..., Registered..., Knowledge-hungry Learner, Streamlining Complex..., Small Business..., Term Life Insurance, Irrevocable Life..., Guaranteed Lifetime..., Building Strong..., Experienced Speaker, Positive Personality, Works well individually, Holistic Financial..., Finance, Investment Strategies, Wealth Accumulation..., Investments
Education
University of Illinois at Chicago 1998 — 2002
Bachelor of Science (BS), Economics
University of Wisconsin-Madison 1997 — 1998
Finance
Ryan Grealy's Morgan Stanley Wealth Management Experience February 2011 - May 2014
Job Analyst at Cohen & Steers
Industry Investment Management
Experience
Cohen & Steers May 2014 - Present
Morgan Stanley Wealth Management February 2011 - May 2014
John Collins Engineers June 2004 - August 2010
Skills
Asset Managment, Strategic Financial..., Financial Modeling, Financial Analysis, Bloomberg, Series 7, Series 63, Asset Management, Banking, Mutual Funds, Financial Reporting, Capital Markets, Securities, Microsoft Excel, Credit, Finance, Management, Microsoft Office
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
Bachelor of Science, Finance
University of Delaware - Lerner College of Business and Economics 2006 — 2010
Bachelor of Science, Accounting
The Lerner College of Business and Economics, University of Delaware May 2010 2006 — 2010
Bachelor of Science, Accounting and Finance
Cohen & Steers May 2014 - Present
Morgan Stanley Wealth Management February 2011 - May 2014
John Collins Engineers June 2004 - August 2010
Skills
Asset Managment, Strategic Financial..., Financial Modeling, Financial Analysis, Bloomberg, Series 7, Series 63, Asset Management, Banking, Mutual Funds, Financial Reporting, Capital Markets, Securities, Microsoft Excel, Credit, Finance, Management, Microsoft Office
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
Bachelor of Science, Finance
University of Delaware - Lerner College of Business and Economics 2006 — 2010
Bachelor of Science, Accounting
The Lerner College of Business and Economics, University of Delaware May 2010 2006 — 2010
Bachelor of Science, Accounting and Finance
Julie Petro Julie Petro's Morgan Stanley Wealth Management Experience September 2013 - Present
Job Registered Client Associate at Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management September 2013 - Present
Atlas Insurance Agency, Inc. July 2011 - December 2012
YIM Investment Management, LLC April 2004 - July 2011
Skills
Employee Benefits, Insurance
Education
University of Hawaii - College of Business Administration 2009 — 2011
Executive Master's Degree, Business Administration and Management, General
University of Hawaii - College of Business Administration 2001 — 2006
Bachelor's degree, Finance & Management
Roosevelt High School 1997 — 2001
High School
Morgan Stanley Wealth Management September 2013 - Present
Atlas Insurance Agency, Inc. July 2011 - December 2012
YIM Investment Management, LLC April 2004 - July 2011
Skills
Employee Benefits, Insurance
Education
University of Hawaii - College of Business Administration 2009 — 2011
Executive Master's Degree, Business Administration and Management, General
University of Hawaii - College of Business Administration 2001 — 2006
Bachelor's degree, Finance & Management
Roosevelt High School 1997 — 2001
High School
Eric Ruff Eric Ruff's Morgan Stanley Wealth Management Experience September 2010 - Present
Job Executive Director, Credit Research at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management September 2010 - Present
Lydian Asset Management June 2000 - April 2010
Alpine Associates September 1997 - June 2000
Donaldson, Lufkin September 1996 - September 1997
Aetna Life and Casualty July 1988 - September 1996
Skills
Credit Analysis, Cash Flow Modeling, Excel Spreadsheets, High Yield, Hedge Funds, Leveraged Finance, Bonds, Securities, Finance, Equities, Mutual Funds, Valuation, Capital Markets, Investments
Education
The University of Connecticut 1993 — 1997
MBA, Finance
University of Virginia 1984 — 1988
BS, Finance
Morgan Stanley Wealth Management September 2010 - Present
Lydian Asset Management June 2000 - April 2010
Alpine Associates September 1997 - June 2000
Donaldson, Lufkin September 1996 - September 1997
Aetna Life and Casualty July 1988 - September 1996
Skills
Credit Analysis, Cash Flow Modeling, Excel Spreadsheets, High Yield, Hedge Funds, Leveraged Finance, Bonds, Securities, Finance, Equities, Mutual Funds, Valuation, Capital Markets, Investments
Education
The University of Connecticut 1993 — 1997
MBA, Finance
University of Virginia 1984 — 1988
BS, Finance
Christopher Castaneda Christopher Castaneda's Morgan Stanley Wealth Management Experience June 2013 - January 2015
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2015 - Present
Morgan Stanley Wealth Management June 2013 - January 2015
Allure Photo May 2010 - June 2013
PhotoPrism Color Lab May 2001 - May 2010
Skills
Photography, Portrait Photography, Financial Analysis, Creative Problem Solving, Timely Decision Making, Market Research, Product Design, Microsoft Office, Portraits, Commercial Photography, HTML, Sales Operations, Event Photography, Management, Leadership, Sales, Analysis
Education
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor's degree, Finance, General
Waubonsie Valley High School 1993 — 1997
High School Degree, General Studies
Edward Jones January 2015 - Present
Morgan Stanley Wealth Management June 2013 - January 2015
Allure Photo May 2010 - June 2013
PhotoPrism Color Lab May 2001 - May 2010
Skills
Photography, Portrait Photography, Financial Analysis, Creative Problem Solving, Timely Decision Making, Market Research, Product Design, Microsoft Office, Portraits, Commercial Photography, HTML, Sales Operations, Event Photography, Management, Leadership, Sales, Analysis
Education
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor's degree, Finance, General
Waubonsie Valley High School 1993 — 1997
High School Degree, General Studies
Kevin Nagasawa's Morgan Stanley Wealth Management Experience January 2013 - Present
Job Assistant Vice President, Business Service Manager, Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2013 - Present
Morgan Stanley Smith Barney July 2010 - January 2013
Morgan Stanley Smith Barney January 2010 - July 2010
Morgan Stanley Smith Barney December 2007 - January 2010
Citi Smith Barney January 2004 - December 2007
Skills
Series 63, Series 65, Series 7, Equities, Investment Strategies, Asset Allocation, FINRA, Asset Managment, Securities, Investments, Alternative Investments, Wealth Management
Education
University of Illinois at Urbana-Champaign - College of Business 1993 — 1999
Bachelor of Science, Finance
University of Illinois Institute of Aviation 1993 — 1997
Graduate Certificate, Professional Pilot/Aircraft Maintenance Technology
Morgan Stanley Wealth Management January 2013 - Present
Morgan Stanley Smith Barney July 2010 - January 2013
Morgan Stanley Smith Barney January 2010 - July 2010
Morgan Stanley Smith Barney December 2007 - January 2010
Citi Smith Barney January 2004 - December 2007
Skills
Series 63, Series 65, Series 7, Equities, Investment Strategies, Asset Allocation, FINRA, Asset Managment, Securities, Investments, Alternative Investments, Wealth Management
Education
University of Illinois at Urbana-Champaign - College of Business 1993 — 1999
Bachelor of Science, Finance
University of Illinois Institute of Aviation 1993 — 1997
Graduate Certificate, Professional Pilot/Aircraft Maintenance Technology
Ankur Kalaria's Morgan Stanley Wealth Management Experience June 2014 - September 2015
Job Wealth Management Intern at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2014 - September 2015
Jordan Tempchin & Associates, PC January 2014 - May 2015
Office Depot May 2011 - January 2014
Best Buy June 2012 - April 2013
Skills
Retail, Merchandising, Customer Service, Sales, Inventory Management, Loss Prevention, Store Management, Retail Sales, Visual Merchandising, Customer Satisfaction, Microsoft Office, Time Management, Inventory Control, Microsoft Excel, PowerPoint, Accounting
Education
University of Maryland College Park 2012 — 2016
Thomas S Wootton High School
Morgan Stanley Wealth Management June 2014 - September 2015
Jordan Tempchin & Associates, PC January 2014 - May 2015
Office Depot May 2011 - January 2014
Best Buy June 2012 - April 2013
Skills
Retail, Merchandising, Customer Service, Sales, Inventory Management, Loss Prevention, Store Management, Retail Sales, Visual Merchandising, Customer Satisfaction, Microsoft Office, Time Management, Inventory Control, Microsoft Excel, PowerPoint, Accounting
Education
University of Maryland College Park 2012 — 2016
Thomas S Wootton High School
Seth Scherer's Morgan Stanley Wealth Management Experience June 2009 - Present
Job Director Compliance (Targeted Assessments Group) at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2009 - Present
Citigroup - Smith Barney June 2007 - June 2009
Citigroup - Smith Barney April 2005 - June 2007
Citigroup - Smith Barney March 2004 - November 2004
Lynx Capital Partners September 2002 - February 2004
Almarc Trading September 2001 - September 2002
Skills
Series 7, Series 63, Series 55, Compliance
Education
University of Florida - Warrington College Of Business 1997 — 2001
BSBA, Business
Morgan Stanley Wealth Management June 2009 - Present
Citigroup - Smith Barney June 2007 - June 2009
Citigroup - Smith Barney April 2005 - June 2007
Citigroup - Smith Barney March 2004 - November 2004
Lynx Capital Partners September 2002 - February 2004
Almarc Trading September 2001 - September 2002
Skills
Series 7, Series 63, Series 55, Compliance
Education
University of Florida - Warrington College Of Business 1997 — 2001
BSBA, Business
Steven Teller's Morgan Stanley Wealth Management Experience July 2012 - March 2013
Job Associate at BlackRock
Industry Financial Services
Experience
BlackRock October 2013 - Present
J.P. Morgan March 2013 - October 2013
Morgan Stanley Wealth Management July 2012 - March 2013
Morgan Stanley Smith Barney June 2011 - July 2012
Morgan Stanley Smith Barney May 2011 - July 2012
Bank of America June 2010 - May 2011
Bank of America September 2009 - June 2010
Bank of America May 2009 - September 2009
Bank of America September 2008 - May 2009
Skills
Equities, Fixed Income, Trading, Financial Services, Derivatives, Bonds, Trading Systems, Options, Corporate Actions, ETFs, Microsoft Office, Microsoft Excel, Portfolio Management, Asset Allocation, Hedge Funds, Risk Management, Fund Accounting, Customer Service, Credit Derivatives, Finance, Settlement, Securities, Equity Trading, Report Generation, Data Acquisition, Accounts Receivable, Billing, Invoice Processing, Developing Client..., Client Services, Collateral Management, System Integration..., Futures, Forwards, FX Option, Credit Analysis, Credit Cards, Lines Of Credit, Total Return Swaps, Credit Default Swaps, Index Funds, Clearing Houses, Operational Due..., Capital Markets, Middle Office, FX Options, Account Reconciliation, SQL, Trade Routing, BlackRock Query Language
Education
Wilmington University 2011 — 2015
Master of Business Administration (MBA), Finance and Managment Information Systems
Wilmington University 2005 — 2008
Marketing, Business, Management, Marketing, and Related Support Services
University of Delaware 2002 — 2005
Bachelors of Science in Marketing, Business Administration and Management, General
BlackRock October 2013 - Present
J.P. Morgan March 2013 - October 2013
Morgan Stanley Wealth Management July 2012 - March 2013
Morgan Stanley Smith Barney June 2011 - July 2012
Morgan Stanley Smith Barney May 2011 - July 2012
Bank of America June 2010 - May 2011
Bank of America September 2009 - June 2010
Bank of America May 2009 - September 2009
Bank of America September 2008 - May 2009
Skills
Equities, Fixed Income, Trading, Financial Services, Derivatives, Bonds, Trading Systems, Options, Corporate Actions, ETFs, Microsoft Office, Microsoft Excel, Portfolio Management, Asset Allocation, Hedge Funds, Risk Management, Fund Accounting, Customer Service, Credit Derivatives, Finance, Settlement, Securities, Equity Trading, Report Generation, Data Acquisition, Accounts Receivable, Billing, Invoice Processing, Developing Client..., Client Services, Collateral Management, System Integration..., Futures, Forwards, FX Option, Credit Analysis, Credit Cards, Lines Of Credit, Total Return Swaps, Credit Default Swaps, Index Funds, Clearing Houses, Operational Due..., Capital Markets, Middle Office, FX Options, Account Reconciliation, SQL, Trade Routing, BlackRock Query Language
Education
Wilmington University 2011 — 2015
Master of Business Administration (MBA), Finance and Managment Information Systems
Wilmington University 2005 — 2008
Marketing, Business, Management, Marketing, and Related Support Services
University of Delaware 2002 — 2005
Bachelors of Science in Marketing, Business Administration and Management, General
Anne Loftin's Morgan Stanley Wealth Management Experience January 2014 - Present
Job Assistant Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2014 - Present
Smith Barney October 2002 - October 2008
Morgan Stanley Smith Barney January 1996 - October 2002
Skills
Asset Management, Equities, Fixed Income, Asset Based Lending, Securities Lending, Securities Market, Portfolio Management, Small Business Lending, Mortgage Lending
Education
University of Houston
University of Iowa
Morgan Stanley Wealth Management January 2014 - Present
Smith Barney October 2002 - October 2008
Morgan Stanley Smith Barney January 1996 - October 2002
Skills
Asset Management, Equities, Fixed Income, Asset Based Lending, Securities Lending, Securities Market, Portfolio Management, Small Business Lending, Mortgage Lending
Education
University of Houston
University of Iowa
Sheila Connelly Sheila Connelly's Morgan Stanley Wealth Management Experience April 1990 - December 2013
Job Retired Registered Associate I Financial Planning Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 1990 - December 2013
Kidder Peabody & Co. January 1981 - January 1990
Skills
Series 7, Series 63, Investment Advisory, Securities, Strategic Financial..., Public Speaking
Education
University of Florida 1973 — 1974
Morgan Stanley Wealth Management April 1990 - December 2013
Kidder Peabody & Co. January 1981 - January 1990
Skills
Series 7, Series 63, Investment Advisory, Securities, Strategic Financial..., Public Speaking
Education
University of Florida 1973 — 1974
Benjamin Harland Benjamin Harland's Morgan Stanley Wealth Management Experience May 2012 - Present
Job Director at Morgan Stanley Wealth Management
Industry Investment Banking
Experience
Morgan Stanley Wealth Management May 2012 - Present
Societe Generale US April 2011 - December 2011
Deutsche Bank July 2008 - March 2011
Deutsche Bank February 2006 - July 2008
Deutsche Bank March 1998 - February 2006
NatWest Markets February 1997 - March 1998
NatWest Markets November 1992 - February 1997
Cosmo Securities (Europe) Limited January 1990 - November 1992
Peat Marwick September 1986 - December 1989
Skills
Product Control
Education
University of Leeds 1982 — 1986
B Sc, Mathematics
Morgan Stanley Wealth Management May 2012 - Present
Societe Generale US April 2011 - December 2011
Deutsche Bank July 2008 - March 2011
Deutsche Bank February 2006 - July 2008
Deutsche Bank March 1998 - February 2006
NatWest Markets February 1997 - March 1998
NatWest Markets November 1992 - February 1997
Cosmo Securities (Europe) Limited January 1990 - November 1992
Peat Marwick September 1986 - December 1989
Skills
Product Control
Education
University of Leeds 1982 — 1986
B Sc, Mathematics
Eugene McMahon's Morgan Stanley Wealth Management Experience August 2011 - January 2013
Job S&K Global (NASA)
Industry Aviation & Aerospace
Experience
USAA March 2013 - December 2014
Morgan Stanley Wealth Management August 2011 - January 2013
United Space Alliance January 2007 - September 2011
United Space Alliance 2003 - 2007
United Space Alliance January 1998 - January 2003
Lockheed Martin 1989 - 1998
Skills
Risk Management, Minitab, Matlab, System Testing, Proposal Writing, Visual Basic, Process Simulation, Software Quality, ProModel, Software Project..., Process Improvement, MS Project, Six Sigma, Process Engineering, Equities, Derivatives, Financial Analysis, Financial Modeling, Financial Advisory, C, Test Automation, Change Management, Management, Microsoft Excel, Trading Strategies, Trading, Testing, Analysis, Configuration Management, Earned Value Management, Software Development, Leadership
Education
University of Louisiana at Lafayette
BS, Computer Science / EE
USAA March 2013 - December 2014
Morgan Stanley Wealth Management August 2011 - January 2013
United Space Alliance January 2007 - September 2011
United Space Alliance 2003 - 2007
United Space Alliance January 1998 - January 2003
Lockheed Martin 1989 - 1998
Skills
Risk Management, Minitab, Matlab, System Testing, Proposal Writing, Visual Basic, Process Simulation, Software Quality, ProModel, Software Project..., Process Improvement, MS Project, Six Sigma, Process Engineering, Equities, Derivatives, Financial Analysis, Financial Modeling, Financial Advisory, C, Test Automation, Change Management, Management, Microsoft Excel, Trading Strategies, Trading, Testing, Analysis, Configuration Management, Earned Value Management, Software Development, Leadership
Education
University of Louisiana at Lafayette
BS, Computer Science / EE
Bruce Malmed Bruce Malmed's Morgan Stanley Wealth Management Experience March 2010 - January 2013
Job Financial Consultant at AXA Advisors, LLC.
Industry Financial Services
Experience
AXA Advisors February 2013 - Present
Morgan Stanley Wealth Management March 2010 - January 2013
Accomplished Mortgage February 2001 - March 2010
FAS Realtors January 1998 - March 2010
Education
University of Houston 1985 — 1987
Bachelor of Business Administration (BBA), Business
AXA Advisors February 2013 - Present
Morgan Stanley Wealth Management March 2010 - January 2013
Accomplished Mortgage February 2001 - March 2010
FAS Realtors January 1998 - March 2010
Education
University of Houston 1985 — 1987
Bachelor of Business Administration (BBA), Business
Arunkumar Kanagaraj Arunkumar Kanagaraj's Morgan Stanley Wealth Management Experience 2010 - 2013
Job Analyst at Scotiabank Global Banking and Markets
Industry Information Technology and Services
Experience
Scotiabank Global Banking and Markets November 2013 - Present
Tech Mahindra (formerly Mahindra Satyam) June 2004 - Present
Morgan Stanley Wealth Management 2010 - 2013
Ford Motor Company 2008 - 2010
Smith Barney Citigroup 2008 - 2008
Skills
Requirements Analysis, Business Analysis, SDLC
Education
University of Madras 2000 — 2004
BE, Mechanical
Scotiabank Global Banking and Markets November 2013 - Present
Tech Mahindra (formerly Mahindra Satyam) June 2004 - Present
Morgan Stanley Wealth Management 2010 - 2013
Ford Motor Company 2008 - 2010
Smith Barney Citigroup 2008 - 2008
Skills
Requirements Analysis, Business Analysis, SDLC
Education
University of Madras 2000 — 2004
BE, Mechanical
Michael Tuazon Michael Tuazon's Morgan Stanley Wealth Management Experience April 2011 - March 2013
Job Operations at Brokerage Company
Industry Financial Services
Experience
Brokerage Company March 2013 - Present
Morgan Stanley Wealth Management April 2011 - March 2013
Decision Tree Financial April 2009 - April 2011
MetLife Financial Services July 2004 - April 2009
AP Financial March 2004 - July 2004
Axios Entertainment July 1999 - December 2003
Check Printers November 2001 - November 2002
Xantus August 2001 - November 2001
Oracle January 1999 - April 1999
Geotek Communication April 1996 - December 1998
Education
University of Florida
Bachelors, Economics
Brokerage Company March 2013 - Present
Morgan Stanley Wealth Management April 2011 - March 2013
Decision Tree Financial April 2009 - April 2011
MetLife Financial Services July 2004 - April 2009
AP Financial March 2004 - July 2004
Axios Entertainment July 1999 - December 2003
Check Printers November 2001 - November 2002
Xantus August 2001 - November 2001
Oracle January 1999 - April 1999
Geotek Communication April 1996 - December 1998
Education
University of Florida
Bachelors, Economics
Paul Babaz's Morgan Stanley Wealth Management Experience June 1993 - Present
Job Senior Vice PresidentFinancial Advisor at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Safari Club International June 2014 - Present
Safari Club International Foundation June 2006 - Present
Morgan Stanley Wealth Management June 1993 - Present
Skills
Investments, Asset Managment, Portfolio Management, Estate Planning, Fixed Annuities, Financial Analysis, Equities, Loans, Retirement Planning, Finance, Credit, Managerial Finance, Management, Financial Services, Asset Management, Wealth Management, New Business Development, Mergers & Acquisitions, Series 7, Strategy, Budgets, Executive Management, Strategic Financial..., Insurance, Strategic Planning, Entrepreneurship, Due Diligence, Risk Management, Accounting, Business Planning, Small Business, Alternative Investments, Securities, Mutual Funds, Financial Modeling, Investment Advisory
Education
University of Louisiana at Lafayette 1984 — 1990
Finance
Safari Club International June 2014 - Present
Safari Club International Foundation June 2006 - Present
Morgan Stanley Wealth Management June 1993 - Present
Skills
Investments, Asset Managment, Portfolio Management, Estate Planning, Fixed Annuities, Financial Analysis, Equities, Loans, Retirement Planning, Finance, Credit, Managerial Finance, Management, Financial Services, Asset Management, Wealth Management, New Business Development, Mergers & Acquisitions, Series 7, Strategy, Budgets, Executive Management, Strategic Financial..., Insurance, Strategic Planning, Entrepreneurship, Due Diligence, Risk Management, Accounting, Business Planning, Small Business, Alternative Investments, Securities, Mutual Funds, Financial Modeling, Investment Advisory
Education
University of Louisiana at Lafayette 1984 — 1990
Finance
Alison Grant Cummings's Morgan Stanley Wealth Management Experience September 2013 - Present
Job Director of Wealth Management Operations Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2013 - Present
Finding Hope Again Outreach Inc May 2012 - Present
Hughes Capital Management Inc July 2011 - September 2013
Trumbower Financial Advisors, LLC, July 2009 - July 2011
Resource Planning Group LLC October 2006 - November 2008
Smith Barney August 2004 - May 2006
Prudential Savings Bank, F.S.B. January 2001 - June 2004
A.G. Edwards 2000 - 2001
Prudential Securities September 1998 - April 2000
First National Bank December 1997 - September 1998
Skills
Operations Management, Advent Axys, BondEdge, Omgeo Oasys/Alert, Omgeo TradeSuites, FIWS, Investment Management, Compliance Management..., Simple IRA, Roth IRA, Education IRA, Series 7 & 63, Wealth Management, Portfolio Management, Mutual Funds, Series 63, Asset Management, Trade Settlement, Institutional Fixed..., Human Resources, Training, Procedure documentation, Performance Reporting, Pricing of..., Life & Health Insurance..., Reconciliation/Forensic..., Tax filing, Event Planning, Fundraising, Community Involvement, Volunteering
Education
University of Florida 1988 — 1990
Cannon Financial Institute 2001 — 2004
Trust Administration
University of Phonix 2001 — 2002
Bachelor of Applied Science (B.A.Sc.), Business Administration, Management and Operations
Annandale High School 1987 — 1988
Diploma, College Prep
Morgan Stanley Wealth Management September 2013 - Present
Finding Hope Again Outreach Inc May 2012 - Present
Hughes Capital Management Inc July 2011 - September 2013
Trumbower Financial Advisors, LLC, July 2009 - July 2011
Resource Planning Group LLC October 2006 - November 2008
Smith Barney August 2004 - May 2006
Prudential Savings Bank, F.S.B. January 2001 - June 2004
A.G. Edwards 2000 - 2001
Prudential Securities September 1998 - April 2000
First National Bank December 1997 - September 1998
Skills
Operations Management, Advent Axys, BondEdge, Omgeo Oasys/Alert, Omgeo TradeSuites, FIWS, Investment Management, Compliance Management..., Simple IRA, Roth IRA, Education IRA, Series 7 & 63, Wealth Management, Portfolio Management, Mutual Funds, Series 63, Asset Management, Trade Settlement, Institutional Fixed..., Human Resources, Training, Procedure documentation, Performance Reporting, Pricing of..., Life & Health Insurance..., Reconciliation/Forensic..., Tax filing, Event Planning, Fundraising, Community Involvement, Volunteering
Education
University of Florida 1988 — 1990
Cannon Financial Institute 2001 — 2004
Trust Administration
University of Phonix 2001 — 2002
Bachelor of Applied Science (B.A.Sc.), Business Administration, Management and Operations
Annandale High School 1987 — 1988
Diploma, College Prep
Travis Gassner's Morgan Stanley Wealth Management Experience October 2014 - Present
Job Consulting Group Sales Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2014 - Present
Morgan Stanley Wealth Management August 2012 - September 2014
Morgan Stanley Smith Barney March 2012 - August 2012
Envision EMI June 2011 - July 2011
Skills
Public Speaking, Wealth Management, Investment Strategies, Asset Allocation, Finance Consulting, Portfolio Management, Separately Managed..., Mutual Funds, ETFs, Account Maintenance, Microsoft Office, Research, Equity Trading, Fixed Income Strategies, Customer Service, Social Media, Non-profits, Event Planning, Policy Analysis, Salesforce.com
Education
University of Delaware 2007 — 2011
Bachelor's Degree, International Relations, U.S. Foreign Policy
Morgan Stanley Wealth Management October 2014 - Present
Morgan Stanley Wealth Management August 2012 - September 2014
Morgan Stanley Smith Barney March 2012 - August 2012
Envision EMI June 2011 - July 2011
Skills
Public Speaking, Wealth Management, Investment Strategies, Asset Allocation, Finance Consulting, Portfolio Management, Separately Managed..., Mutual Funds, ETFs, Account Maintenance, Microsoft Office, Research, Equity Trading, Fixed Income Strategies, Customer Service, Social Media, Non-profits, Event Planning, Policy Analysis, Salesforce.com
Education
University of Delaware 2007 — 2011
Bachelor's Degree, International Relations, U.S. Foreign Policy
Woodford Hoagland's Morgan Stanley Wealth Management Experience May 2012 - July 2013
Job Sales/ Leasing Advisor at Hoagland Commercial Realtors
Industry Real Estate
Experience
Hoagland Commercial Realtors May 2014 - Present
University of Kentucky Interfraternity Council November 2012 - December 2013
Morgan Stanley Wealth Management May 2012 - July 2013
Sigma Chi Fraternity April 2012 - May 2013
The Underground Gym January 2012 - May 2013
Orange Leaf Frozen Yogurt January 2012 - May 2012
Skills
Social Media Marketing, Marketing, Social Media, Microsoft Excel, Event Planning, Leadership, PowerPoint, Facebook, Microsoft Office, Public Speaking, Financial Analysis, Marketing Strategy, Sales, Microsoft Word, Time Management, High Achiever, belief, Goal-oriented..., Command, Activator
Education
University of Kentucky 2010 — 2014
Gatton College of Business and Economics, Finance and Marketing
Hoagland Commercial Realtors May 2014 - Present
University of Kentucky Interfraternity Council November 2012 - December 2013
Morgan Stanley Wealth Management May 2012 - July 2013
Sigma Chi Fraternity April 2012 - May 2013
The Underground Gym January 2012 - May 2013
Orange Leaf Frozen Yogurt January 2012 - May 2012
Skills
Social Media Marketing, Marketing, Social Media, Microsoft Excel, Event Planning, Leadership, PowerPoint, Facebook, Microsoft Office, Public Speaking, Financial Analysis, Marketing Strategy, Sales, Microsoft Word, Time Management, High Achiever, belief, Goal-oriented..., Command, Activator
Education
University of Kentucky 2010 — 2014
Gatton College of Business and Economics, Finance and Marketing
Ellen Zane, CFP, ChFC Ellen Zane, CFP, ChFC's Morgan Stanley Wealth Management Experience January 2008 - April 2012
Job Financial Advisor. First Vice President Wealth Management. PMP Portfolio Manager at UBS Financial Services.
Industry Financial Services
Experience
UBS August 2014 - Present
Morgan Stanley Wealth Management January 2008 - April 2012
Merrill Lynch Wealth Management March 1996 - January 2008
Skills
Investments, Portfolio Management, Retirement, Investment Strategies, Finance, Wealth Management, Financial Services, Series 7, Retirement Planning, Investment Advisory, Asset Management, Strategic Financial..., Financial Analysis, Uniform Combined State..., Mutual Funds, Series 63, Asset Allocation, Securities, Equities, Fixed Income, Banking, Financial Modeling
Education
The University of Connecticut
Bachelor of Arts (BA), Education
The University of Connecticut
Master of Arts (MA), Administration
UBS August 2014 - Present
Morgan Stanley Wealth Management January 2008 - April 2012
Merrill Lynch Wealth Management March 1996 - January 2008
Skills
Investments, Portfolio Management, Retirement, Investment Strategies, Finance, Wealth Management, Financial Services, Series 7, Retirement Planning, Investment Advisory, Asset Management, Strategic Financial..., Financial Analysis, Uniform Combined State..., Mutual Funds, Series 63, Asset Allocation, Securities, Equities, Fixed Income, Banking, Financial Modeling
Education
The University of Connecticut
Bachelor of Arts (BA), Education
The University of Connecticut
Master of Arts (MA), Administration
Alvaro V. Ramirez Alvaro V. Ramirez's Morgan Stanley Wealth Management Experience January 2010 - Present
Job .
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2010 - Present
UBS Wealth Management August 2006 - January 2010
Skills
Investments, Series 63, Microsoft Office, Wealth Management, Uniform Combined State..., FINRA, Series 7, Asset Allocation, Financial Analysis, Financial Services, Mutual Funds, Securities
Education
University of Hartford 2000 — 2004
Bachelor of Science (B.S.), Economics and Finance
Morgan Stanley Wealth Management January 2010 - Present
UBS Wealth Management August 2006 - January 2010
Skills
Investments, Series 63, Microsoft Office, Wealth Management, Uniform Combined State..., FINRA, Series 7, Asset Allocation, Financial Analysis, Financial Services, Mutual Funds, Securities
Education
University of Hartford 2000 — 2004
Bachelor of Science (B.S.), Economics and Finance
Wendy Feldman's Morgan Stanley Wealth Management Experience July 2008 - Present
Job Senior Vice President Investments at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2008 - Present
Wachovia Securities 1993 - 2008
Education
University of Maryland College Park
Morgan Stanley Wealth Management July 2008 - Present
Wachovia Securities 1993 - 2008
Education
University of Maryland College Park
Zach Campbell Zach Campbell's Morgan Stanley Wealth Management Experience May 2012 - January 2013
Job Technology Consultant at Camquest Systems
Industry Information Technology and Services
Experience
Camquest Systems, LLC May 2004 - Present
Lone Star College August 2010 - Present
Morgan Stanley Wealth Management May 2012 - January 2013
Ameriprise Financial Advisor - Salim Nathani November 2011 - May 2012
Houston Rockets August 2008 - June 2009
Skills
Windows Small Business..., SharePoint, Microsoft Office, Microsoft SQL Server, Adobe Creative Suite, Visual Communications, Marketing, Fundraising, Financial Analysis, Econometrics, International Economics, Data Analysis, Retirement Planning, Blogging, Commodity
Education
University of Houston-Victoria
Master of Business Administration (MBA), Finance
University of Houston 2010 — 2011
B.S, Economics
University of Houston 2007 — 2009
B.A, Communications
University of Texas - Arlington 2004 — 2007
Post Soviet Eurasian Studies
Camquest Systems, LLC May 2004 - Present
Lone Star College August 2010 - Present
Morgan Stanley Wealth Management May 2012 - January 2013
Ameriprise Financial Advisor - Salim Nathani November 2011 - May 2012
Houston Rockets August 2008 - June 2009
Skills
Windows Small Business..., SharePoint, Microsoft Office, Microsoft SQL Server, Adobe Creative Suite, Visual Communications, Marketing, Fundraising, Financial Analysis, Econometrics, International Economics, Data Analysis, Retirement Planning, Blogging, Commodity
Education
University of Houston-Victoria
Master of Business Administration (MBA), Finance
University of Houston 2010 — 2011
B.S, Economics
University of Houston 2007 — 2009
B.A, Communications
University of Texas - Arlington 2004 — 2007
Post Soviet Eurasian Studies
Jacob Wallingford's Morgan Stanley Wealth Management Experience December 2011 - Present
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management December 2011 - Present
Central Catering at Fasig-Tipton October 2008 - October 2011
The UPS Store June 2009 - August 2011
DanceBlue September 2008 - February 2011
Skills
Marketing, Press Releases, Customer Service, Sales, Financial Analysis, Retail, Microsoft Excel, Microsoft Office, Operations Management, Microsoft Word, Investments, Budgets, Sales Management, Market Research, PowerPoint
Education
University of Kentucky 2007 — 2011
BBA, Finance
Morgan Stanley Wealth Management December 2011 - Present
Central Catering at Fasig-Tipton October 2008 - October 2011
The UPS Store June 2009 - August 2011
DanceBlue September 2008 - February 2011
Skills
Marketing, Press Releases, Customer Service, Sales, Financial Analysis, Retail, Microsoft Excel, Microsoft Office, Operations Management, Microsoft Word, Investments, Budgets, Sales Management, Market Research, PowerPoint
Education
University of Kentucky 2007 — 2011
BBA, Finance
Paul Horning Paul Horning's Morgan Stanley Wealth Management Experience August 1983 - Present
Job Senior Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 1983 - Present
Skills
Strategic Planning, Finance, Real Estate, Wealth Management, Series 7, Risk Management, Retirement Planning, Fundraising, Estate Planning, Sales, Leadership, Strategy, Business Strategy, Public Speaking, Marketing Strategy, Mergers & Acquisitions, Marketing, Management, Team Building, Nonprofits, Wealth Preservation..., New Business Development, Customer Service, Securities, Event Planning
Education
University of Illinois at Urbana-Champaign
Morgan Stanley Wealth Management August 1983 - Present
Skills
Strategic Planning, Finance, Real Estate, Wealth Management, Series 7, Risk Management, Retirement Planning, Fundraising, Estate Planning, Sales, Leadership, Strategy, Business Strategy, Public Speaking, Marketing Strategy, Mergers & Acquisitions, Marketing, Management, Team Building, Nonprofits, Wealth Preservation..., New Business Development, Customer Service, Securities, Event Planning
Education
University of Illinois at Urbana-Champaign
Eugene Gimose Eugene Gimose's Morgan Stanley Wealth Management Experience December 2012 - Present
Job Investment Performance Analyst at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management December 2012 - Present
KPMG January 2012 - April 2012
Barclays November 2011 - December 2011
Bank of America Merrill Lynch June 2011 - August 2011
National Association of Black Accountants (NABA) 2010 - 2011
Skills
Accounting, Leadership, Financial Analysis, Financial Reporting, Financial Accounting, Auditing, Tax, Financial Modeling, Microsoft Excel, Internal Controls, QuickBooks, Corporate Finance, PowerPoint, Microsoft Office, Internal Audit, Sarbanes-Oxley Act
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2012
Bachelor of Science, Accounting and Economics
The Alliance High School
Diploma, General Studies
Morgan Stanley Wealth Management December 2012 - Present
KPMG January 2012 - April 2012
Barclays November 2011 - December 2011
Bank of America Merrill Lynch June 2011 - August 2011
National Association of Black Accountants (NABA) 2010 - 2011
Skills
Accounting, Leadership, Financial Analysis, Financial Reporting, Financial Accounting, Auditing, Tax, Financial Modeling, Microsoft Excel, Internal Controls, QuickBooks, Corporate Finance, PowerPoint, Microsoft Office, Internal Audit, Sarbanes-Oxley Act
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2012
Bachelor of Science, Accounting and Economics
The Alliance High School
Diploma, General Studies
Corey Stansell's Morgan Stanley Wealth Management Experience June 2014 - March 2015
Job Vice President Business Development
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
Morgan Stanley Wealth Management June 2014 - March 2015
Morgan Stanley Wealth Management January 2014 - June 2014
Morgan Stanley Wealth Management November 2012 - December 2013
Morgan Stanley Wealth Management 2009 - November 2012
Merrill Lynch 2007 - 2009
Skills
Investments, Series 7, Portfolio Management, Asset Allocation, Investment Strategies, Strategy, Wealth Management, Retirement Planning, Strategic Financial..., Mutual Funds, Financial Analysis, Management, Alternative Investments, Asset Managment, Fixed Annuities, Uniform Combined State..., Estate Planning, Fixed Income, Finance, Financial Advisory, Series 63, Securities, Insurance, Asset Management
Education
University of Houston
BBA, Finance and Economics
University of Houston
Bachelor of Business Administration (B.B.A.)
Merrill Lynch June 2015 - Present
Morgan Stanley Wealth Management June 2014 - March 2015
Morgan Stanley Wealth Management January 2014 - June 2014
Morgan Stanley Wealth Management November 2012 - December 2013
Morgan Stanley Wealth Management 2009 - November 2012
Merrill Lynch 2007 - 2009
Skills
Investments, Series 7, Portfolio Management, Asset Allocation, Investment Strategies, Strategy, Wealth Management, Retirement Planning, Strategic Financial..., Mutual Funds, Financial Analysis, Management, Alternative Investments, Asset Managment, Fixed Annuities, Uniform Combined State..., Estate Planning, Fixed Income, Finance, Financial Advisory, Series 63, Securities, Insurance, Asset Management
Education
University of Houston
BBA, Finance and Economics
University of Houston
Bachelor of Business Administration (B.B.A.)
Patrick Durham's Morgan Stanley Wealth Management Experience May 2013 - June 2013
Job Search Coordinator at TBWA\Chiat\Day
Industry Marketing and Advertising
Experience
TBWA\Chiat\Day June 2015 - Present
Performics September 2014 - June 2015
Performics June 2014 - September 2014
University of Dayton August 2012 - April 2014
University of Dayton April 2012 - April 2014
University of Dayton November 2012 - December 2013
Transparent Container July 2013 - August 2013
Morgan Stanley Wealth Management May 2013 - June 2013
Lutheran General Hospital May 2009 - August 2009
Skills
Marketing, Digital Marketing, Leadership, Social Media, Finance, Event Planning, Public Speaking, Public Relations, Facebook, Advertising, Recruiting, Research, Fundraising
Education
University of Dayton 2010 — 2014
Marketing/Finance
Loyola Academy College Prep 2006 — 2010
High School
TBWA\Chiat\Day June 2015 - Present
Performics September 2014 - June 2015
Performics June 2014 - September 2014
University of Dayton August 2012 - April 2014
University of Dayton April 2012 - April 2014
University of Dayton November 2012 - December 2013
Transparent Container July 2013 - August 2013
Morgan Stanley Wealth Management May 2013 - June 2013
Lutheran General Hospital May 2009 - August 2009
Skills
Marketing, Digital Marketing, Leadership, Social Media, Finance, Event Planning, Public Speaking, Public Relations, Facebook, Advertising, Recruiting, Research, Fundraising
Education
University of Dayton 2010 — 2014
Marketing/Finance
Loyola Academy College Prep 2006 — 2010
High School
Mike Dickey Mike Dickey's Morgan Stanley Wealth Management Experience August 2012 - May 2013
Job Professional Services Consultant at Teradata
Industry Information Technology and Services
Experience
Teradata June 2015 - Present
University of Dayton August 2014 - May 2015
Trimble May 2014 - August 2014
GE Capital Real Estate June 2013 - August 2013
Morgan Stanley Wealth Management August 2012 - May 2013
Flyer Spirit January 2012 - June 2012
Flyer Spirit June 2010 - January 2012
Skills
Microsoft Office, Customer Service, MySQL, Java, MS Project, Access, Visio, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Time Management, Event Planning, Facebook, Twitter, Social Media Marketing, Photoshop, Inventory Management, Sales, Leadership, Teamwork, Analysis, Management, Finance, Data Analysis, Team Leadership, Social Networking, SharePoint, Databases, Marketing, Software Documentation, Microsoft Project
Education
University of Dayton 2014 — 2015
Master of Business Administration (M.B.A.), Management Information Systems, General
University of Dayton 2010 — 2015
Bachelor's Degree, Accounting and Management Information Systems
Centerville High School 2006 — 2010
Teradata June 2015 - Present
University of Dayton August 2014 - May 2015
Trimble May 2014 - August 2014
GE Capital Real Estate June 2013 - August 2013
Morgan Stanley Wealth Management August 2012 - May 2013
Flyer Spirit January 2012 - June 2012
Flyer Spirit June 2010 - January 2012
Skills
Microsoft Office, Customer Service, MySQL, Java, MS Project, Access, Visio, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Time Management, Event Planning, Facebook, Twitter, Social Media Marketing, Photoshop, Inventory Management, Sales, Leadership, Teamwork, Analysis, Management, Finance, Data Analysis, Team Leadership, Social Networking, SharePoint, Databases, Marketing, Software Documentation, Microsoft Project
Education
University of Dayton 2014 — 2015
Master of Business Administration (M.B.A.), Management Information Systems, General
University of Dayton 2010 — 2015
Bachelor's Degree, Accounting and Management Information Systems
Centerville High School 2006 — 2010
Cole McGinnis Cole McGinnis's Morgan Stanley Wealth Management Experience June 2013 - August 2013
Job Team Properties Intern at NASCAR
Industry Sports
Experience
The University of Iowa September 2013 - Present
NASCAR May 2015 - July 2015
The University of Iowa and San Diego Chargers June 2014 - July 2014
RuffaloCODY August 2013 - January 2014
Morgan Stanley Wealth Management June 2013 - August 2013
Skills
Data Entry, Cashiering, Telephone Skills, Cash Register, Retail Sales, Cold Calling, Fundraising, Event Management, Budgets, Social Networking, Customer Service, Social Media, Microsoft Office
Education
University of Iowa 2012 — 2016
Bachelor of Business Administration (BBA), (B.S.), Finance, Sports Management, 3.35
Central High School 2008 — 2012
Scott Community College 2010 — 2011
The University of Iowa September 2013 - Present
NASCAR May 2015 - July 2015
The University of Iowa and San Diego Chargers June 2014 - July 2014
RuffaloCODY August 2013 - January 2014
Morgan Stanley Wealth Management June 2013 - August 2013
Skills
Data Entry, Cashiering, Telephone Skills, Cash Register, Retail Sales, Cold Calling, Fundraising, Event Management, Budgets, Social Networking, Customer Service, Social Media, Microsoft Office
Education
University of Iowa 2012 — 2016
Bachelor of Business Administration (BBA), (B.S.), Finance, Sports Management, 3.35
Central High School 2008 — 2012
Scott Community College 2010 — 2011
Monica Mills Monica Mills's Morgan Stanley Wealth Management Experience May 2012 - Present
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Marketing and Advertising
Experience
Morgan Stanley Wealth Management May 2012 - Present
Gulfside Docks Corporation 1986 - 2009
Education
University of Iowa
Communication, General
Morgan Stanley Wealth Management May 2012 - Present
Gulfside Docks Corporation 1986 - 2009
Education
University of Iowa
Communication, General
Bryan L. Carney, CFP®, CRPS Bryan L. Carney, CFP®, CRPS's Morgan Stanley Wealth Management Experience February 2008 - November 2013
Job Security For Your Life and Legacy Through Personal Financial Advice
Industry Financial Services
Experience
Velnoskey Wealth Management Group at Janney Montgomery Scott LLC November 2013 - Present
Morgan Stanley Wealth Management February 2008 - November 2013
Skills
Retirement, Mutual Funds, Retirement Planning, Asset Allocation, Series 7, Wealth Management, Investment Strategies, Series 63, Investments, Finance, Investment Advisory, Financial Planners, Portfolio Management, Financial Advisory, Strategic Planning, Wealth Management...
Education
University of Maryland College Park 1985 — 1989
Bachelor of Science (B.S.), Business
University of Maryland College Park 1985 — 1989
Velnoskey Wealth Management Group at Janney Montgomery Scott LLC November 2013 - Present
Morgan Stanley Wealth Management February 2008 - November 2013
Skills
Retirement, Mutual Funds, Retirement Planning, Asset Allocation, Series 7, Wealth Management, Investment Strategies, Series 63, Investments, Finance, Investment Advisory, Financial Planners, Portfolio Management, Financial Advisory, Strategic Planning, Wealth Management...
Education
University of Maryland College Park 1985 — 1989
Bachelor of Science (B.S.), Business
University of Maryland College Park 1985 — 1989
Ryan Alt Ryan Alt's Morgan Stanley Wealth Management Experience September 2011 - February 2015
Job Regional Supervisory Officer AVP at PNC Investments
Industry Financial Services
Experience
PNC February 2015 - Present
Morgan Stanley Wealth Management September 2011 - February 2015
LPL Financial March 2006 - December 2010
LPL Financial February 2004 - March 2006
H&R Block Financial Advisors February 2001 - February 2004
Education
University of Iowa - Henry B. Tippie College of Business 1996 — 2000
Bachelor of Business Administration, Finance
PNC February 2015 - Present
Morgan Stanley Wealth Management September 2011 - February 2015
LPL Financial March 2006 - December 2010
LPL Financial February 2004 - March 2006
H&R Block Financial Advisors February 2001 - February 2004
Education
University of Iowa - Henry B. Tippie College of Business 1996 — 2000
Bachelor of Business Administration, Finance
Jeffrey Crystal's Morgan Stanley Wealth Management Experience May 1999 - Present
Job Executive Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 1999 - Present
Skills
Wealth Management, Business Development, Series 7, Investment Strategies, Asset Allocation, Financial Services, Management, Portfolio Management, Mutual Funds, Retirement, Private Equity, Alternative Investments, Asset Management, Derivatives, Financial Analysis, Risk Management, Securities, Equities
Education
University of Hartford 1988 — 1992
Bachelor of Science (B.S.), Economics and Finance
Morgan Stanley Wealth Management May 1999 - Present
Skills
Wealth Management, Business Development, Series 7, Investment Strategies, Asset Allocation, Financial Services, Management, Portfolio Management, Mutual Funds, Retirement, Private Equity, Alternative Investments, Asset Management, Derivatives, Financial Analysis, Risk Management, Securities, Equities
Education
University of Hartford 1988 — 1992
Bachelor of Science (B.S.), Economics and Finance
Suzanne Nuzum (Hibbard) Suzanne Nuzum (Hibbard)'s Morgan Stanley Wealth Management Experience February 2014 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2014 - Present
BMW Financial Services January 2012 - February 2014
BMW Financial Services September 2010 - January 2012
BMW Financial Services May 2007 - September 2010
Skills
Finance, Negotiation, Account Management, Accounting, Portfolio Management, Financial Analysis, Banking, Financial Services, Risk Management, Sales
Education
University of Dayton 2002 — 2006
Bachelor of Science (BS), Marketing
Morgan Stanley Wealth Management February 2014 - Present
BMW Financial Services January 2012 - February 2014
BMW Financial Services September 2010 - January 2012
BMW Financial Services May 2007 - September 2010
Skills
Finance, Negotiation, Account Management, Accounting, Portfolio Management, Financial Analysis, Banking, Financial Services, Risk Management, Sales
Education
University of Dayton 2002 — 2006
Bachelor of Science (BS), Marketing
Kyle Jorgensen Kyle Jorgensen's Morgan Stanley Wealth Management Experience April 2013 - February 2015
Job Client Service Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2015 - Present
Morgan Stanley Wealth Management April 2013 - February 2015
Waddell & Reed May 2012 - January 2013
Skills
Microsoft Office, Personal Financial..., Insurance, Economics, PowerPoint, Financial Risk..., Financial Analysis
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2012
BS, Finance and Management Double Major, International Business Minor
J.P. Morgan March 2015 - Present
Morgan Stanley Wealth Management April 2013 - February 2015
Waddell & Reed May 2012 - January 2013
Skills
Microsoft Office, Personal Financial..., Insurance, Economics, PowerPoint, Financial Risk..., Financial Analysis
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2012
BS, Finance and Management Double Major, International Business Minor
Jason Matarazzo Jason Matarazzo's Morgan Stanley Wealth Management Experience January 2012 - July 2014
Job Financial Services Representative and Investment Advisor Representative at Barnum Financial Group, an office of MetLife
Industry Financial Services
Experience
Barnum Financial Group, an office of MetLife July 2014 - Present
Morgan Stanley Wealth Management January 2012 - July 2014
Draper Fisher Jurvetson October 2011 - December 2011
Morgan Stanley Smith Barney 2009 - 2011
Skills
Wealth Management, Microsoft Excel, Asset Allocation, Investments, Series 7, Series 63, Equities, Portfolio Management, Mutual Funds, Securities, Bonds, Fixed Income, Fixed Annuities, Options, 401k Rollovers, Retirement Strategies
Education
The University of Connecticut 2006 — 2011
International Economics, Finance
University of Connecticut in London
International Finance
University of Massachusetts, Amherst 2007 — 2008
Barnum Financial Group, an office of MetLife July 2014 - Present
Morgan Stanley Wealth Management January 2012 - July 2014
Draper Fisher Jurvetson October 2011 - December 2011
Morgan Stanley Smith Barney 2009 - 2011
Skills
Wealth Management, Microsoft Excel, Asset Allocation, Investments, Series 7, Series 63, Equities, Portfolio Management, Mutual Funds, Securities, Bonds, Fixed Income, Fixed Annuities, Options, 401k Rollovers, Retirement Strategies
Education
The University of Connecticut 2006 — 2011
International Economics, Finance
University of Connecticut in London
International Finance
University of Massachusetts, Amherst 2007 — 2008
Dale Darr Dale Darr's Morgan Stanley Wealth Management Experience March 2013 - June 2015
Job Investment Counselor at BB&T Investment Services
Industry Financial Services
Experience
BB&T June 2015 - Present
Morgan Stanley Wealth Management March 2013 - June 2015
Florida Marketing Organization, LLC September 2012 - March 2013
Humana July 2010 - September 2012
Education
University of Florida 2002 — 2007
Bachelor of Science (B.S.), Sports Management and Business Adminstration
BB&T June 2015 - Present
Morgan Stanley Wealth Management March 2013 - June 2015
Florida Marketing Organization, LLC September 2012 - March 2013
Humana July 2010 - September 2012
Education
University of Florida 2002 — 2007
Bachelor of Science (B.S.), Sports Management and Business Adminstration
Amanda Fleetwood's Morgan Stanley Wealth Management Experience July 2014 - Present
Job CSA at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2014 - Present
Morgan Stanley January 2013 - July 2014
Morgan Stanley September 2010 - January 2013
Morgan Stanley September 2007 - September 2010
Skills
Securities, FINRA, Financial Services, Compliance, Fixed Income, Trading, Wealth Management, Management, Finance
Education
University of Delaware 2003 — 2007
Bachelor of Science (B.S.), Political Science and Government
Morgan Stanley Wealth Management July 2014 - Present
Morgan Stanley January 2013 - July 2014
Morgan Stanley September 2010 - January 2013
Morgan Stanley September 2007 - September 2010
Skills
Securities, FINRA, Financial Services, Compliance, Fixed Income, Trading, Wealth Management, Management, Finance
Education
University of Delaware 2003 — 2007
Bachelor of Science (B.S.), Political Science and Government
Alana Cain's Morgan Stanley Wealth Management Experience May 2013 - August 2013
Job Financial Analyst at JPMorgan Chase
Industry Banking
Experience
Morgan Stanley Wealth Management May 2013 - August 2013
Taglit-Birthright Israel December 2012 - December 2012
Study Edge, LLC October 2011 - May 2012
Skills
Facebook, Editing, Sales, Management, PowerPoint, Microsoft Office, Social Media, Microsoft Excel, Event Planning, Social Networking, Program Management, Microsoft Word, Spanish, Social Media Marketing, YouTube
Education
University of Florida 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Pine Crest School 2002 — 2010
Morgan Stanley Wealth Management May 2013 - August 2013
Taglit-Birthright Israel December 2012 - December 2012
Study Edge, LLC October 2011 - May 2012
Skills
Facebook, Editing, Sales, Management, PowerPoint, Microsoft Office, Social Media, Microsoft Excel, Event Planning, Social Networking, Program Management, Microsoft Word, Spanish, Social Media Marketing, YouTube
Education
University of Florida 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Pine Crest School 2002 — 2010
Zachary Zinkgraf Zachary Zinkgraf's Morgan Stanley Wealth Management Experience January 2014 - September 2014
Job Credit & Lending Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse October 2014 - Present
Morgan Stanley Wealth Management January 2014 - September 2014
Goldman Sachs May 2013 - August 2013
Only Honest, Inc. June 2012 - December 2012
Denning Development, LLC June 2011 - June 2012
Georgetown Aquatics Rock Creek Pool May 2008 - June 2011
University of Maryland Campus Bike Shop August 2010 - May 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, PowerPoint, Social Media, Access Database, Project Planning, Marketing, Training, Data Analysis, Marketing Strategy, Press Releases, Sales, Social Networking, Access, Management, Leadership, Public Speaking, Research
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2014
Management with specialization in Entrepreneurship, Business Management
Menendez Pelayo International University 2012 — 2012
Certificate, International Marketing, International Business & Business Spanish
Credit Suisse October 2014 - Present
Morgan Stanley Wealth Management January 2014 - September 2014
Goldman Sachs May 2013 - August 2013
Only Honest, Inc. June 2012 - December 2012
Denning Development, LLC June 2011 - June 2012
Georgetown Aquatics Rock Creek Pool May 2008 - June 2011
University of Maryland Campus Bike Shop August 2010 - May 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, PowerPoint, Social Media, Access Database, Project Planning, Marketing, Training, Data Analysis, Marketing Strategy, Press Releases, Sales, Social Networking, Access, Management, Leadership, Public Speaking, Research
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2014
Management with specialization in Entrepreneurship, Business Management
Menendez Pelayo International University 2012 — 2012
Certificate, International Marketing, International Business & Business Spanish
William Ostruzka William Ostruzka's Morgan Stanley Wealth Management Experience 2013 - June 2014
Job Financial Services
Industry Financial Services
Experience
Charles Schwab 2014 - Present
Morgan Stanley Wealth Management 2013 - June 2014
TD Ameritrade 2008 - 2013
David Lerner Associates, Inc. January 2007 - January 2008
Skills
Investments, Finance, Series 7, Wealth Management, Mutual Funds, Series 63, Retirement Planning, Investment Advisory, Portfolio Management, Investment Strategies, Fixed Income, Variable Annuities, Hedge Funds
Education
The University of Connecticut
Charles Schwab 2014 - Present
Morgan Stanley Wealth Management 2013 - June 2014
TD Ameritrade 2008 - 2013
David Lerner Associates, Inc. January 2007 - January 2008
Skills
Investments, Finance, Series 7, Wealth Management, Mutual Funds, Series 63, Retirement Planning, Investment Advisory, Portfolio Management, Investment Strategies, Fixed Income, Variable Annuities, Hedge Funds
Education
The University of Connecticut
Jeff Jennings, JD CFP®'s Morgan Stanley Wealth Management Experience 2009 - 2009
Job MCF Financial Consultant
Industry Capital Markets
Experience
MCF Advisors 2012 - Present
Wells Fargo Advisors 2009 - 2012
Morgan Stanley Wealth Management 2009 - 2009
RISC, LLC 2006 - 2009
Sharps & Associates P.S.C. 2004 - 2006
Education
University of Kentucky College of Law 2000 — 2003
Juris Doctorate, Concentration in Tax, Transactional & Securities Law
University of Kentucky 1996 — 2000
Bachelor of Science (BS), Economics
MCF Advisors 2012 - Present
Wells Fargo Advisors 2009 - 2012
Morgan Stanley Wealth Management 2009 - 2009
RISC, LLC 2006 - 2009
Sharps & Associates P.S.C. 2004 - 2006
Education
University of Kentucky College of Law 2000 — 2003
Juris Doctorate, Concentration in Tax, Transactional & Securities Law
University of Kentucky 1996 — 2000
Bachelor of Science (BS), Economics
Daniel Mortazavi, CFA's Morgan Stanley Wealth Management Experience June 2014 - Present
Job Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2014 - Present
Morgan Stanley Wealth Management June 2013 - June 2014
Morgan Stanley Smith Barney June 2010 - June 2013
Morgan Stanley Smith Barney May 2008 - May 2010
Citi Smith Barney October 2006 - April 2008
Skills
Equities, Wealth Management, Series 7, Hedge Funds, Securities, Mutual Funds, Investments, Investment Advisory, Portfolio Management, Options, 401k, Retirement Planning, Strategic Financial..., Fixed Income, Sales, Business Development, Asset Managment, Intermediate Spanish, CFA Charterholder, Series 24
Education
Loyola University Maryland 2001 — 2005
BA, Political Science
Katholieke Universiteit Leuven 2003 — 2004
n/a, International Relations
Morgan Stanley Wealth Management June 2014 - Present
Morgan Stanley Wealth Management June 2013 - June 2014
Morgan Stanley Smith Barney June 2010 - June 2013
Morgan Stanley Smith Barney May 2008 - May 2010
Citi Smith Barney October 2006 - April 2008
Skills
Equities, Wealth Management, Series 7, Hedge Funds, Securities, Mutual Funds, Investments, Investment Advisory, Portfolio Management, Options, 401k, Retirement Planning, Strategic Financial..., Fixed Income, Sales, Business Development, Asset Managment, Intermediate Spanish, CFA Charterholder, Series 24
Education
Loyola University Maryland 2001 — 2005
BA, Political Science
Katholieke Universiteit Leuven 2003 — 2004
n/a, International Relations
Jonathan D. Vicari Jonathan D. Vicari's Morgan Stanley Wealth Management Experience June 2015 - Present
Job Intern at Morgan Stanley Wealth Management, Vice President at Blue Hen Investment Club
Industry Financial Services
Experience
Blue Hen Investment Club March 2013 - Present
Morgan Stanley Wealth Management June 2015 - Present
Skills
PowerPoint, Microsoft Office, Public Speaking, Microsoft Excel, Cpr Certified, Leadership, Teaching, Sports, Bloomberg Software, Microsoft Word, Strength Training, Fundraising, Fitness, Access, Personal Training, Investments, Equity Research Analysis, Financial Analysis
Education
University of Delaware 2012 — 2016
Bachelor of Science Finance, Bachelor of Science Accounting, Economics Minor, 3.4/4.0
Archbishop Wood Highschool 2008 — 2012
Blue Hen Investment Club March 2013 - Present
Morgan Stanley Wealth Management June 2015 - Present
Skills
PowerPoint, Microsoft Office, Public Speaking, Microsoft Excel, Cpr Certified, Leadership, Teaching, Sports, Bloomberg Software, Microsoft Word, Strength Training, Fundraising, Fitness, Access, Personal Training, Investments, Equity Research Analysis, Financial Analysis
Education
University of Delaware 2012 — 2016
Bachelor of Science Finance, Bachelor of Science Accounting, Economics Minor, 3.4/4.0
Archbishop Wood Highschool 2008 — 2012
Esteban Formoso Esteban Formoso's Morgan Stanley Wealth Management Experience June 2011 - Present
Job Senior V.P. Investments at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2011 - Present
UBS February 2001 - June 2011
Skills
Series 7, Wealth Management, Retirement Planning, Asset Allocation, Series 63, Investments, Alternative Investments, Investment Advisory, Portfolio Management, Mutual Funds, Equities, Fixed Income, Strategic Financial..., Asset Management, Securities, Investment Strategies, Wealth Management..., Financial Planning, Retirement
Education
University of Florida
BS Industrial Engineering, Finance and Marketing
Morgan Stanley Wealth Management June 2011 - Present
UBS February 2001 - June 2011
Skills
Series 7, Wealth Management, Retirement Planning, Asset Allocation, Series 63, Investments, Alternative Investments, Investment Advisory, Portfolio Management, Mutual Funds, Equities, Fixed Income, Strategic Financial..., Asset Management, Securities, Investment Strategies, Wealth Management..., Financial Planning, Retirement
Education
University of Florida
BS Industrial Engineering, Finance and Marketing
James Van Cura's Morgan Stanley Wealth Management Experience June 2006 - Present
Job Senior Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2006 - Present
Skills
Series 7, Series 66, Series 63, Investments, Uniform Combined State..., Series 65, FINRA, Asset Allocation, Wealth Management, Mutual Funds, Financial Analysis
Education
University of Iowa - Henry B. Tippie College of Business 2001 — 2005
Management Information Systems
Morgan Stanley Wealth Management June 2006 - Present
Skills
Series 7, Series 66, Series 63, Investments, Uniform Combined State..., Series 65, FINRA, Asset Allocation, Wealth Management, Mutual Funds, Financial Analysis
Education
University of Iowa - Henry B. Tippie College of Business 2001 — 2005
Management Information Systems
Brandon Kahane Brandon Kahane's Morgan Stanley Wealth Management Experience June 2014 - Present
Job Summer Intern at Morgan Stanley Wealth Management
Industry
Experience
Morgan Stanley Wealth Management June 2014 - Present
Education
University of Florida 2012 — 2016
Finance, General
Morgan Stanley Wealth Management June 2014 - Present
Education
University of Florida 2012 — 2016
Finance, General
Chris Glotzbach's Morgan Stanley Wealth Management Experience June 2012 - August 2012
Job Former Market Risk Intern at CME Group
Industry Financial Services
Experience
Chicago Trading Company June 2015 - August 2015
CME Group June 2014 - August 2014
Delta Tau Delta Fraternity November 2012 - November 2013
TJM Brokerage June 2013 - August 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Skills
Public Relations, Microsoft Office, Teamwork, Customer Service, Microsoft Excel, Social Media, Research, Microsoft Word, PowerPoint, Public Speaking, Facebook, Data Analysis, Time Management, Leadership, Social Networking, Finance, Financial Analysis, Accounting, Financial Services
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor of Science (BS), Accounting and Finance
Chicago Trading Company June 2015 - August 2015
CME Group June 2014 - August 2014
Delta Tau Delta Fraternity November 2012 - November 2013
TJM Brokerage June 2013 - August 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Skills
Public Relations, Microsoft Office, Teamwork, Customer Service, Microsoft Excel, Social Media, Research, Microsoft Word, PowerPoint, Public Speaking, Facebook, Data Analysis, Time Management, Leadership, Social Networking, Finance, Financial Analysis, Accounting, Financial Services
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor of Science (BS), Accounting and Finance
Tomas Strikas's Morgan Stanley Wealth Management Experience June 2012 - August 2012
Job Assurance Associate at EY
Industry Accounting
Experience
EY September 2015 - Present
SpringCM May 2014 - August 2014
Morgan Stanley Wealth Management June 2012 - August 2012
Skills
Compiling and analyzing..., Analyzing company..., Reconciling Reports, Investments, Microsoft Excel, Portfolio Management, Management
Education
University of Illinois at Urbana-Champaign 2014 — 2015
Master's Degree, Accounting
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor's Degree, Accounting
EY September 2015 - Present
SpringCM May 2014 - August 2014
Morgan Stanley Wealth Management June 2012 - August 2012
Skills
Compiling and analyzing..., Analyzing company..., Reconciling Reports, Investments, Microsoft Excel, Portfolio Management, Management
Education
University of Illinois at Urbana-Champaign 2014 — 2015
Master's Degree, Accounting
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor's Degree, Accounting
Rob Callaghan Rob Callaghan's Morgan Stanley Wealth Management Experience April 2013 - November 2014
Job Compass Professional Services, LLC
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2013 - November 2014
Equitec Group July 1996 - February 2013
Skills
Options, Proprietary Trading, Market Making, Electronic Trading, Derivatives, Trading, Series 7, Trading Systems, Trading Strategies, Securities, Financial Markets, Hedging, Equity Derivatives, Volatility, Hedge Funds, Equities, Asset Allocation, Diversification, Mutual Funds, ETFs, Emerging Markets
Education
University of Illinois at Urbana-Champaign
Morgan Stanley Wealth Management April 2013 - November 2014
Equitec Group July 1996 - February 2013
Skills
Options, Proprietary Trading, Market Making, Electronic Trading, Derivatives, Trading, Series 7, Trading Systems, Trading Strategies, Securities, Financial Markets, Hedging, Equity Derivatives, Volatility, Hedge Funds, Equities, Asset Allocation, Diversification, Mutual Funds, ETFs, Emerging Markets
Education
University of Illinois at Urbana-Champaign
Ryan Brownlee Ryan Brownlee's Morgan Stanley Wealth Management Experience May 2013 - June 2014
Job Product Control Analyst at Nomura Holdings LLC
Industry Financial Services
Experience
Nomura July 2014 - Present
Morgan Stanley Wealth Management May 2013 - June 2014
The Bank of New York Mellon November 2008 - May 2013
Albertsons June 2001 - May 2009
Skills
Securities, Insurance, Banking, Financial Analysis, Investments, Equities, Mutual Funds, Customer Service, Microsoft Excel, Bloomberg, Fixed Income, Portfolio Management, Process Improvement, Accounting, Asset Management, Financial Services, Hedge Funds, Alternative Investments, Financial Advisory, Risk Management, Finance
Education
University of Delaware 2003 — 2008
Bachelor's degree, Economics, 3.2 GPA
Salesianum 1999 — 2003
General College Prep Courses
Nomura July 2014 - Present
Morgan Stanley Wealth Management May 2013 - June 2014
The Bank of New York Mellon November 2008 - May 2013
Albertsons June 2001 - May 2009
Skills
Securities, Insurance, Banking, Financial Analysis, Investments, Equities, Mutual Funds, Customer Service, Microsoft Excel, Bloomberg, Fixed Income, Portfolio Management, Process Improvement, Accounting, Asset Management, Financial Services, Hedge Funds, Alternative Investments, Financial Advisory, Risk Management, Finance
Education
University of Delaware 2003 — 2008
Bachelor's degree, Economics, 3.2 GPA
Salesianum 1999 — 2003
General College Prep Courses
Jonathan Krasner Jonathan Krasner's Morgan Stanley Wealth Management Experience January 2014 - December 2014
Job Financial Analyst at Coastal Sunbelt Produce
Industry Food & Beverages
Experience
Coastal Sunbelt Produce June 2015 - Present
Morgan Stanley Wealth Management January 2014 - December 2014
BGC Partners June 2012 - August 2012
Allstate February 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Access, Microsoft Office, Finance, Supply Chain Management, Financial Analysis, Bloomberg Terminal
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2015
Bachelor of Science (BS), Finance and Supply Chain Management
George W. Hewlett High School
Coastal Sunbelt Produce June 2015 - Present
Morgan Stanley Wealth Management January 2014 - December 2014
BGC Partners June 2012 - August 2012
Allstate February 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Access, Microsoft Office, Finance, Supply Chain Management, Financial Analysis, Bloomberg Terminal
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2015
Bachelor of Science (BS), Finance and Supply Chain Management
George W. Hewlett High School
Nadjia Motley's Morgan Stanley Wealth Management Experience June 2012 - Present
Job Undergraduate student searching to apply my adaptability, creativity, and critical thinking skills to the real world
Industry Biotechnology
Experience
Engineering Co-Op and Career Services January 2014 - Present
A. James Clark School of Engineering September 2013 - Present
Morgan Stanley Wealth Management June 2012 - Present
The Muro Group August 2013 - September 2014
A. James Clark School of Engineering July 2013 - July 2013
Skills
Matlab, Pro Engineer, Laboratory Skills, Report Writing, Video Editing, Research Design, Team Building, Public Speaking, HTML, Microsoft Office, Resume Writing, Cell Culture, Nanoparticles, Event Planning, Time Management, Research, Data Analysis, PowerPoint, Leadership, Teamwork, Microsoft Excel, PTC Creo, Microsoft Word
Education
University of Maryland - A. James Clark School of Engineering 2012 — 2016
Biological Engineering, Junior
Engineering Co-Op and Career Services January 2014 - Present
A. James Clark School of Engineering September 2013 - Present
Morgan Stanley Wealth Management June 2012 - Present
The Muro Group August 2013 - September 2014
A. James Clark School of Engineering July 2013 - July 2013
Skills
Matlab, Pro Engineer, Laboratory Skills, Report Writing, Video Editing, Research Design, Team Building, Public Speaking, HTML, Microsoft Office, Resume Writing, Cell Culture, Nanoparticles, Event Planning, Time Management, Research, Data Analysis, PowerPoint, Leadership, Teamwork, Microsoft Excel, PTC Creo, Microsoft Word
Education
University of Maryland - A. James Clark School of Engineering 2012 — 2016
Biological Engineering, Junior
Matt Sinclair Matt Sinclair's Morgan Stanley Wealth Management Experience 2012 - 2013
Job University of Illinois Football Director of Alumni & High School Relations
Industry Sports
Experience
Morgan Stanley Wealth Management 2012 - 2013
The Wheaton Consulting Group, LLC 2011 - 2012
Washington Redskins July 2007 - September 2009
National Football League April 2005 - September 2009
NFL Europe 2006 - 2007
Miami Dolphins January 2006 - October 2006
Baltimore Ravens April 2005 - September 2005
Skills
Sports, Sports Marketing, Sports Management, NFL, Football, Public Speaking, Social Media, Event Planning, Event Management, Sponsorship, Public Relations, Facebook, Marketing, Athletics, Account Management, Coaching, Fundraising, Strategic Planning, Sales, Marketing Strategy, Nonprofits, Team Building, Financial Services, Team Leadership, Social Media Marketing, Leadership, New Business Development, Cold Calling, Social Networking
Education
University of Illinois at Urbana-Champaign 2001 — 2005
Bachelor of Arts in Liberal Arts and Sciences, Communications
St. Louis University High School (SLUH) 1997 — 2001
Morgan Stanley Wealth Management 2012 - 2013
The Wheaton Consulting Group, LLC 2011 - 2012
Washington Redskins July 2007 - September 2009
National Football League April 2005 - September 2009
NFL Europe 2006 - 2007
Miami Dolphins January 2006 - October 2006
Baltimore Ravens April 2005 - September 2005
Skills
Sports, Sports Marketing, Sports Management, NFL, Football, Public Speaking, Social Media, Event Planning, Event Management, Sponsorship, Public Relations, Facebook, Marketing, Athletics, Account Management, Coaching, Fundraising, Strategic Planning, Sales, Marketing Strategy, Nonprofits, Team Building, Financial Services, Team Leadership, Social Media Marketing, Leadership, New Business Development, Cold Calling, Social Networking
Education
University of Illinois at Urbana-Champaign 2001 — 2005
Bachelor of Arts in Liberal Arts and Sciences, Communications
St. Louis University High School (SLUH) 1997 — 2001
Tim McKenney Tim McKenney's Morgan Stanley Wealth Management Experience July 2013 - May 2015
Job Business Service Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley Wealth Management July 2013 - May 2015
Charles Schwab January 2012 - June 2013
CDW August 2011 - January 2012
Golfer May 2010 - August 2011
Education
University of Florida 2006 — 2010
Bachelors of Science, Sport Management
Morgan Stanley June 2015 - Present
Morgan Stanley Wealth Management July 2013 - May 2015
Charles Schwab January 2012 - June 2013
CDW August 2011 - January 2012
Golfer May 2010 - August 2011
Education
University of Florida 2006 — 2010
Bachelors of Science, Sport Management
Page Harty, CFP®, CDFA™ Page Harty, CFP®, CDFA™'s Morgan Stanley Wealth Management Experience January 1999 - July 2001
Job Partner at SignatureFD
Industry Financial Services
Experience
SignatureFD July 2008 - Present
SunTrust Bank January 2002 - June 2008
Morgan Stanley Wealth Management January 1999 - July 2001
Skills
Wealth Management, Financial Analysis, Strategic Financial..., Retirement Planning, Transition Planning, Estate Planning, New Business Development, Cash Flow Forecasting, Life Transitions, Professional Women, Women Leaders, Women Owned Business
Education
University of Georgia - Terry College of Business 2008 — 2009
Executive Program for Financial Planning, CFP
University of Georgia - Terry College of Business 1977 — 1981
BA, Finance
SignatureFD July 2008 - Present
SunTrust Bank January 2002 - June 2008
Morgan Stanley Wealth Management January 1999 - July 2001
Skills
Wealth Management, Financial Analysis, Strategic Financial..., Retirement Planning, Transition Planning, Estate Planning, New Business Development, Cash Flow Forecasting, Life Transitions, Professional Women, Women Leaders, Women Owned Business
Education
University of Georgia - Terry College of Business 2008 — 2009
Executive Program for Financial Planning, CFP
University of Georgia - Terry College of Business 1977 — 1981
BA, Finance
Adam Freiman's Morgan Stanley Wealth Management Experience June 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2014 - Present
Morgan Stanley Wealth Management 2010 - 2013
Skills
Microsoft Office
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2014
Bachelor's Degree, Finance, General
Richard Montgomery High School 2006 — 2010
Morgan Stanley Wealth Management June 2014 - Present
Morgan Stanley Wealth Management 2010 - 2013
Skills
Microsoft Office
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2014
Bachelor's Degree, Finance, General
Richard Montgomery High School 2006 — 2010
Scott Duff Scott Duff's Morgan Stanley Wealth Management Experience May 2013 - August 2013
Job Student at The University of Georgia Honors Program
Industry Accounting
Experience
Crowe Horwath LLP June 2015 - August 2015
Morgan Stanley Wealth Management May 2013 - August 2013
Washington Orthopaedic & Sports Medicine May 2012 - July 2012
Skills
Financial Analysis, Accounting, Financial Reporting, Finance, Financial Accounting, Corporate Finance, Investments, Valuation, Microsoft Excel, Auditing
Education
University of Georgia - Terry College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
University of Georgia - Terry College of Business
Masters, Accounting
Crowe Horwath LLP June 2015 - August 2015
Morgan Stanley Wealth Management May 2013 - August 2013
Washington Orthopaedic & Sports Medicine May 2012 - July 2012
Skills
Financial Analysis, Accounting, Financial Reporting, Finance, Financial Accounting, Corporate Finance, Investments, Valuation, Microsoft Excel, Auditing
Education
University of Georgia - Terry College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
University of Georgia - Terry College of Business
Masters, Accounting
Brandon Roberts, CFA Brandon Roberts, CFA's Morgan Stanley Wealth Management Experience May 2013 - Present
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Capital Markets
Experience
Morgan Stanley Wealth Management May 2013 - Present
BNY Mellon October 2010 - May 2013
Raymond James & Associates, Inc December 2008 - October 2010
Skills
Equities, Financial Modeling, Trading, Securities, Capital Markets, Financial Services, Asset Allocation, Mutual Funds, Bloomberg, Fixed Income, Asset Managment, Investments, Alternative Investments, FX Options, Portfolio Management, Hedge Funds, Derivatives, Series 7, Financial Analysis, Series 63
Education
University of Florida 2004 — 2008
Bachelor's, Economics
Morgan Stanley Wealth Management May 2013 - Present
BNY Mellon October 2010 - May 2013
Raymond James & Associates, Inc December 2008 - October 2010
Skills
Equities, Financial Modeling, Trading, Securities, Capital Markets, Financial Services, Asset Allocation, Mutual Funds, Bloomberg, Fixed Income, Asset Managment, Investments, Alternative Investments, FX Options, Portfolio Management, Hedge Funds, Derivatives, Series 7, Financial Analysis, Series 63
Education
University of Florida 2004 — 2008
Bachelor's, Economics
Alvin Frierson Alvin Frierson's Morgan Stanley Wealth Management Experience November 2013 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2013 - Present
Honda Financial Services April 2011 - November 2013
Bank of America October 2009 - April 2011
A-Log, Inc. August 2009 - December 2009
Economic Development Corporation November 2008 - November 2009
Skills
Financial Modeling, Financial Reporting, Forecasting, Finance, Microsoft Word, Corporate Finance, Analysis, Account Reconciliation, Portfolio Management, Access, Variance Analysis, Bloomberg, Investments, Capital Markets, General Ledger, Budgets, Securities, Mutual Funds, Financial Risk, Trading, Wealth Management, Structured Finance, Valuation
Education
University of La Verne
BA, Business Finance
Morgan Stanley Wealth Management November 2013 - Present
Honda Financial Services April 2011 - November 2013
Bank of America October 2009 - April 2011
A-Log, Inc. August 2009 - December 2009
Economic Development Corporation November 2008 - November 2009
Skills
Financial Modeling, Financial Reporting, Forecasting, Finance, Microsoft Word, Corporate Finance, Analysis, Account Reconciliation, Portfolio Management, Access, Variance Analysis, Bloomberg, Investments, Capital Markets, General Ledger, Budgets, Securities, Mutual Funds, Financial Risk, Trading, Wealth Management, Structured Finance, Valuation
Education
University of La Verne
BA, Business Finance
Joe Wong, CFP®, CRPS® Joe Wong, CFP®, CRPS®'s Morgan Stanley Wealth Management Experience May 2006 - May 2014
Job Director, Founding Partner Wealth Manager
Industry Financial Services
Experience
Steward Partners Global Advisory May 2014 - Present
Morgan Stanley Wealth Management May 2006 - May 2014
Education
University of Maryland College Park 1999 — 2002
BS, Finance and Economics
Steward Partners Global Advisory May 2014 - Present
Morgan Stanley Wealth Management May 2006 - May 2014
Education
University of Maryland College Park 1999 — 2002
BS, Finance and Economics
Ashley Ebersberger's Morgan Stanley Wealth Management Experience April 2013 - July 2014
Job Talent Acquistion Recruiter at EY
Industry Staffing and Recruiting
Experience
EY August 2014 - Present
Morgan Stanley Wealth Management April 2013 - July 2014
CDW October 2010 - April 2013
Aerotek September 2008 - August 2010
Skills
Hiring, Talent Acquisition, Sourcing, Cold Calling, Recruiting, Applicant Tracking..., Human Resources, College Recruiting, Resume Writing, Employee Engagement, Social Networking, Networking, Sales
Education
University of Iowa 2004 — 2008
BA, Communication Studies, Journalism and Mass Communication
Wheaton Warrenville South, High School
EY August 2014 - Present
Morgan Stanley Wealth Management April 2013 - July 2014
CDW October 2010 - April 2013
Aerotek September 2008 - August 2010
Skills
Hiring, Talent Acquisition, Sourcing, Cold Calling, Recruiting, Applicant Tracking..., Human Resources, College Recruiting, Resume Writing, Employee Engagement, Social Networking, Networking, Sales
Education
University of Iowa 2004 — 2008
BA, Communication Studies, Journalism and Mass Communication
Wheaton Warrenville South, High School
Tim Bassett, CFP® Tim Bassett, CFP®'s Morgan Stanley Wealth Management Experience 2007 - 2011
Job Vice President, Complex Business Development Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Talmer Bank and Trust July 2011 - July 2015
Morgan Stanley Wealth Management 2007 - 2011
CDW 2006 - 2007
Enterprise Rent-A-Car 2005 - 2006
Skills
Asset Management, Finance, Investments, Management, Portfolio Management, Financial Analysis, Risk Management, Credit
Education
University of Dayton
Morgan Stanley July 2015 - Present
Talmer Bank and Trust July 2011 - July 2015
Morgan Stanley Wealth Management 2007 - 2011
CDW 2006 - 2007
Enterprise Rent-A-Car 2005 - 2006
Skills
Asset Management, Finance, Investments, Management, Portfolio Management, Financial Analysis, Risk Management, Credit
Education
University of Dayton
William Wesnofske's Morgan Stanley Wealth Management Experience June 2014 - August 2014
Job Credit/Risk Analyst at First Data
Industry Financial Services
Experience
First Data Corporation July 2015 - Present
Morgan Stanley Wealth Management June 2014 - August 2014
Capital Formation Inc. April 2014 - May 2014
Timetric February 2014 - April 2014
Skills
Data Analysis, Finance, Economics, Financial Modeling, Leadership, Problem Solving, Microsoft Office, Credit Risk, Market Analysis, Communicative Skills, Credit Analysis, Microsoft Excel, Motivation, Microsoft Word, Customer Service, Communication, PowerPoint, Teamwork, Social Media
Education
The University of Connecticut 2011 — 2015
Bachelor's degree, Economics / Business Fundamentals
Half Hollow Hills High School East 2007 — 2011
Bachelor's degree
First Data Corporation July 2015 - Present
Morgan Stanley Wealth Management June 2014 - August 2014
Capital Formation Inc. April 2014 - May 2014
Timetric February 2014 - April 2014
Skills
Data Analysis, Finance, Economics, Financial Modeling, Leadership, Problem Solving, Microsoft Office, Credit Risk, Market Analysis, Communicative Skills, Credit Analysis, Microsoft Excel, Motivation, Microsoft Word, Customer Service, Communication, PowerPoint, Teamwork, Social Media
Education
The University of Connecticut 2011 — 2015
Bachelor's degree, Economics / Business Fundamentals
Half Hollow Hills High School East 2007 — 2011
Bachelor's degree
Andoni Yturralde's Morgan Stanley Wealth Management Experience June 2002 - February 2004
Job Head of Private Client USA at deVere Group
Industry Financial Services
Experience
deVere USA Inc. March 2013 - Present
deVere USA Inc. April 2012 - Present
Citigold International November 2009 - July 2011
Merrill Lynch International February 2004 - March 2009
Morgan Stanley Wealth Management June 2002 - February 2004
Skills
Financial Analysis, Portfolio Management, Investments, Wealth Management, Private Banking, Private Client Services, Equities, Fixed Income, Emerging Markets, Alternative Investments, Investment Advisory, Asset Allocation, Structured Products, Expatriate Tax, Series 7, Series 63, Series 65, Series 24, Series 31
Education
The University of Connecticut 1992 — 1997
Bachelor of Science (B.S.), Finance & Economics
deVere USA Inc. March 2013 - Present
deVere USA Inc. April 2012 - Present
Citigold International November 2009 - July 2011
Merrill Lynch International February 2004 - March 2009
Morgan Stanley Wealth Management June 2002 - February 2004
Skills
Financial Analysis, Portfolio Management, Investments, Wealth Management, Private Banking, Private Client Services, Equities, Fixed Income, Emerging Markets, Alternative Investments, Investment Advisory, Asset Allocation, Structured Products, Expatriate Tax, Series 7, Series 63, Series 65, Series 24, Series 31
Education
The University of Connecticut 1992 — 1997
Bachelor of Science (B.S.), Finance & Economics
Stefanie Tushin Peters's Morgan Stanley Wealth Management Experience May 2011 - June 2014
Job Group Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley Wealth Management May 2011 - June 2014
UBS August 2007 - May 2011
UBS Wealth Management January 2006 - July 2007
Bloomberg June 2000 - December 2005
Skills
Asset Allocation, Bloomberg, Equities, Fixed Income, Investments, Microsoft Excel, Mutual Funds, Portfolio Management, Securities, Series 63, Series 7, Wealth Management, Financial Markets, Capital Markets, Financial Services, Bloomberg Terminal, Trading Systems, Finance, Asset Management
Education
University of Delaware 1996 — 2000
University of Delaware - Lerner College of Business and Economics 1996 — 2000
Morgan Stanley June 2014 - Present
Morgan Stanley Wealth Management May 2011 - June 2014
UBS August 2007 - May 2011
UBS Wealth Management January 2006 - July 2007
Bloomberg June 2000 - December 2005
Skills
Asset Allocation, Bloomberg, Equities, Fixed Income, Investments, Microsoft Excel, Mutual Funds, Portfolio Management, Securities, Series 63, Series 7, Wealth Management, Financial Markets, Capital Markets, Financial Services, Bloomberg Terminal, Trading Systems, Finance, Asset Management
Education
University of Delaware 1996 — 2000
University of Delaware - Lerner College of Business and Economics 1996 — 2000
Janet M. Jones's Morgan Stanley Wealth Management Experience November 2013 - Present
Job Senior Complex Service Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2013 - Present
Morgan Stanley Smith Barney January 2007 - Present
Honda Financial Services September 1997 - June 2006
Education
University of Delaware 1992 — 1997
Bachelor of Arts (BA), Sociology
Morgan Stanley Wealth Management November 2013 - Present
Morgan Stanley Smith Barney January 2007 - Present
Honda Financial Services September 1997 - June 2006
Education
University of Delaware 1992 — 1997
Bachelor of Arts (BA), Sociology
Sumit Desai, CFA's Morgan Stanley Wealth Management Experience April 2013 - October 2013
Job Investment Professional
Industry Financial Services
Experience
Morningstar October 2013 - Present
Morgan Stanley Wealth Management April 2013 - October 2013
Morningstar August 2011 - September 2012
Morningstar January 2009 - August 2011
Morningstar, Inc. June 2004 - January 2009
Great American Insurance October 2002 - June 2004
Skills
Equity Research, Relationship Management, DCF Valuation, Financial Analysis, Equity Valuation, Investment Strategies, Due Diligence, Sales, Investor Relations, Institutional Investors, Conference Coordination, Investments, Investment Advisory, Growth Investing, Value Investing, Equities, Institutional..., Financial Modeling, Series 7, Mutual Funds, Bloomberg, Hedge Funds, Asset Allocation, Valuation
Education
University of Illinois at Urbana-Champaign
Bachelor's degree, Finance and Economics
Morningstar October 2013 - Present
Morgan Stanley Wealth Management April 2013 - October 2013
Morningstar August 2011 - September 2012
Morningstar January 2009 - August 2011
Morningstar, Inc. June 2004 - January 2009
Great American Insurance October 2002 - June 2004
Skills
Equity Research, Relationship Management, DCF Valuation, Financial Analysis, Equity Valuation, Investment Strategies, Due Diligence, Sales, Investor Relations, Institutional Investors, Conference Coordination, Investments, Investment Advisory, Growth Investing, Value Investing, Equities, Institutional..., Financial Modeling, Series 7, Mutual Funds, Bloomberg, Hedge Funds, Asset Allocation, Valuation
Education
University of Illinois at Urbana-Champaign
Bachelor's degree, Finance and Economics
Christine Whelan, PMP's Morgan Stanley Wealth Management Experience June 2009 - July 2014
Job VP | PM Standards Lead | Enterprise PMO at Citi
Industry Information Technology and Services
Experience
Citi July 2014 - Present
Morgan Stanley Wealth Management June 2009 - July 2014
Citi June 2007 - May 2009
Citi April 2004 - June 2007
Citi January 2003 - March 2004
Skills
PMO, Executive Reporting, Process Development, Internal Communications, Staff Training, Software Lifecycle..., SDLC, Project Portfolio..., Project Management, MS Project, Business Process..., Risk Management, Agile Methodologies, Process Simulation, Business Requirements, PMP, Software Project..., Training, Requirements Gathering, IT Management, Business Analysis
Education
University of Connecticut
BFA/Magna Cum Laude, Acting/Dramatic Arts
Citi July 2014 - Present
Morgan Stanley Wealth Management June 2009 - July 2014
Citi June 2007 - May 2009
Citi April 2004 - June 2007
Citi January 2003 - March 2004
Skills
PMO, Executive Reporting, Process Development, Internal Communications, Staff Training, Software Lifecycle..., SDLC, Project Portfolio..., Project Management, MS Project, Business Process..., Risk Management, Agile Methodologies, Process Simulation, Business Requirements, PMP, Software Project..., Training, Requirements Gathering, IT Management, Business Analysis
Education
University of Connecticut
BFA/Magna Cum Laude, Acting/Dramatic Arts
Johns Varghese PMP's Morgan Stanley Wealth Management Experience 2014 - 2014
Job Citi Compliance TechnologyAML/EDM Global PMO
Industry Financial Services
Experience
Citi May 2014 - Present
Morgan Stanley Wealth Management 2014 - 2014
Citigroup 2006 - 2013
J P MORGAN CHASE 2002 - 2006
Enron Energy Services 2000 - 2002
Skills
PMO, Enterprise Architecture, SDLC, Business Analysis, Vendor Management, Risk Management, Software Project..., Process Improvement, Banking, Business Process..., User Acceptance Testing, PMP, Program Management, Project Management, Governance, Business Intelligence, Integration, Business Process, Management, Cross-functional Team..., Agile Methodologies, Requirements Analysis, Project Delivery, Leadership, SOA, Project Portfolio..., IT Strategy, Agile Project Management, Resource Management, Requirements Gathering, IT Management, Analysis, Business Transformation, ITIL, Solution Architecture, Data Warehousing, IT Service Management
Education
University of Houston
Master's degree, Philosophy & Cognitive Science, Summa Cum Laude
University of Houston
Bachelor's degree, Philosophy
Citi May 2014 - Present
Morgan Stanley Wealth Management 2014 - 2014
Citigroup 2006 - 2013
J P MORGAN CHASE 2002 - 2006
Enron Energy Services 2000 - 2002
Skills
PMO, Enterprise Architecture, SDLC, Business Analysis, Vendor Management, Risk Management, Software Project..., Process Improvement, Banking, Business Process..., User Acceptance Testing, PMP, Program Management, Project Management, Governance, Business Intelligence, Integration, Business Process, Management, Cross-functional Team..., Agile Methodologies, Requirements Analysis, Project Delivery, Leadership, SOA, Project Portfolio..., IT Strategy, Agile Project Management, Resource Management, Requirements Gathering, IT Management, Analysis, Business Transformation, ITIL, Solution Architecture, Data Warehousing, IT Service Management
Education
University of Houston
Master's degree, Philosophy & Cognitive Science, Summa Cum Laude
University of Houston
Bachelor's degree, Philosophy
Patrick Schramm's Morgan Stanley Wealth Management Experience October 2007 - August 2009
Job HR Consultant
Industry Human Resources
Experience
Human Resources Consulting August 2009 - Present
Morgan Stanley Wealth Management October 2007 - August 2009
BMO Harris Private Banking February 2007 - October 2007
Morgan Stanley Wealth Management July 2004 - February 2007
JPMorgan Chase May 1994 - January 2004
Skills
Talent Management, Training, Succession Planning, Performance Management, Human Resources, Employee Relations, Management, Leadership, Strategy, Leadership Development, Change Management, Personnel Management, Workforce Planning, Recruiting, Executive Coaching
Education
University of Illinois at Urbana-Champaign
Bachelor of Arts, Speech Communications
Human Resources Consulting August 2009 - Present
Morgan Stanley Wealth Management October 2007 - August 2009
BMO Harris Private Banking February 2007 - October 2007
Morgan Stanley Wealth Management July 2004 - February 2007
JPMorgan Chase May 1994 - January 2004
Skills
Talent Management, Training, Succession Planning, Performance Management, Human Resources, Employee Relations, Management, Leadership, Strategy, Leadership Development, Change Management, Personnel Management, Workforce Planning, Recruiting, Executive Coaching
Education
University of Illinois at Urbana-Champaign
Bachelor of Arts, Speech Communications
Matthew Riggin, CFP®'s Morgan Stanley Wealth Management Experience July 2013 - November 2014
Job Wealth Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2014 - Present
Morgan Stanley Wealth Management July 2013 - November 2014
Morgan Stanley Wealth Management July 2007 - July 2013
Skills
Wealth Management, Strategic Financial..., Asset Allocation, Retirement Planning, Estate Planning, Mutual Funds, Investments, Equities, Securities, Fixed Income, Series 7, Series 63, Series 65, Uniform Combined State..., Investment Strategies, Financial Planning, Wealth
Education
University of Maryland College Park 2003 — 2007
Bachelor of Arts (B.A.), Economics
Morgan Stanley November 2014 - Present
Morgan Stanley Wealth Management July 2013 - November 2014
Morgan Stanley Wealth Management July 2007 - July 2013
Skills
Wealth Management, Strategic Financial..., Asset Allocation, Retirement Planning, Estate Planning, Mutual Funds, Investments, Equities, Securities, Fixed Income, Series 7, Series 63, Series 65, Uniform Combined State..., Investment Strategies, Financial Planning, Wealth
Education
University of Maryland College Park 2003 — 2007
Bachelor of Arts (B.A.), Economics
David D. Oxley's Morgan Stanley Wealth Management Experience February 2013 - March 2014
Job Vice President at Citizens Financial Group
Industry Financial Services
Experience
Citizens Securities March 2014 - Present
Morgan Stanley Wealth Management February 2013 - March 2014
Citi February 2012 - April 2013
Citi June 2010 - February 2012
Citi March 2008 - June 2010
Skills
Banking, Credit, Retail Banking, Loans, Consumer Lending, Mortgage Lending, Credit Analysis, Cross Selling, Life & Health Insurance..., Notary Public, NMLS Licensed, Small Business Lending, Securities, Fixed Annuities, Branch Management, Insurance, Series 7, Series 66, Variable Annuities, Variable Life, Wealth Management, Investment Advisory, Investments, Wealth Preservation..., Financial Analysis
Education
University of Hartford 2001 — 2005
Bachelor of Arts (BA), Political Science and Government
Farmington High School 1997 — 2001
Citizens Securities March 2014 - Present
Morgan Stanley Wealth Management February 2013 - March 2014
Citi February 2012 - April 2013
Citi June 2010 - February 2012
Citi March 2008 - June 2010
Skills
Banking, Credit, Retail Banking, Loans, Consumer Lending, Mortgage Lending, Credit Analysis, Cross Selling, Life & Health Insurance..., Notary Public, NMLS Licensed, Small Business Lending, Securities, Fixed Annuities, Branch Management, Insurance, Series 7, Series 66, Variable Annuities, Variable Life, Wealth Management, Investment Advisory, Investments, Wealth Preservation..., Financial Analysis
Education
University of Hartford 2001 — 2005
Bachelor of Arts (BA), Political Science and Government
Farmington High School 1997 — 2001
Steven Cangialosi's Morgan Stanley Wealth Management Experience June 2007 - Present
Job Registered CA J.P. Morgan Securities
Industry Financial Services
Experience
J.P. Morgan June 2014 - Present
Morgan Stanley Wealth Management June 2007 - Present
Education
University of Hartford 2002 — 2005
Bachelor of Arts (B.A.), History
J.P. Morgan June 2014 - Present
Morgan Stanley Wealth Management June 2007 - Present
Education
University of Hartford 2002 — 2005
Bachelor of Arts (B.A.), History
Rim Yahia's Morgan Stanley Wealth Management Experience May 2013 - Present
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2013 - Present
Morgan Stanley Wealth Management June 2012 - May 2013
Morgan Stanley Smith Barney May 2011 - June 2012
Education
University of Illinois at Chicago 2009 — 2011
Bachelor's Degree, Business Management
Morgan Stanley Wealth Management May 2013 - Present
Morgan Stanley Wealth Management June 2012 - May 2013
Morgan Stanley Smith Barney May 2011 - June 2012
Education
University of Illinois at Chicago 2009 — 2011
Bachelor's Degree, Business Management
Marty Kenny's Morgan Stanley Wealth Management Experience October 2002 - June 2009
Job Private Banker at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2013 - Present
Raymond James Bank May 2012 - May 2013
Merrill Lynch May 2011 - December 2011
JPMorgan Chase November 2009 - November 2010
Morgan Stanley Wealth Management October 2002 - June 2009
Tellabs February 2000 - July 2002
Cardinal Health February 1989 - January 2000
Skills
Sales and Sales..., Wealth Management, Mortgage Lending, Series 7, Series 63, Series 24, Credit, Investments, International Business..., Business Development, Financial Services, Sales Management, Sales, Management
Education
University of Illinois at Urbana-Champaign
Bachelor's degree, European History
Morgan Stanley May 2013 - Present
Raymond James Bank May 2012 - May 2013
Merrill Lynch May 2011 - December 2011
JPMorgan Chase November 2009 - November 2010
Morgan Stanley Wealth Management October 2002 - June 2009
Tellabs February 2000 - July 2002
Cardinal Health February 1989 - January 2000
Skills
Sales and Sales..., Wealth Management, Mortgage Lending, Series 7, Series 63, Series 24, Credit, Investments, International Business..., Business Development, Financial Services, Sales Management, Sales, Management
Education
University of Illinois at Urbana-Champaign
Bachelor's degree, European History
Steven A. Rosenberg's Morgan Stanley Wealth Management Experience October 2008 - Present
Job Senior Vice President
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2008 - Present
Merrill lynch November 1994 - October 2008
Skills
Asset Management, Series 7, Hedge Funds, Fixed Income, Alternative Investments, Portfolio Management, ETFs, Options, Private Equity, Investment Strategies, Asset Allocation, Industry Analysis, Credit, Asset Managment, Competitive Analysis, Wealth Management, Mutual Funds, Investments, Series 63, Equities, Management, Investment Advisory, Retirement Planning, Securities, Strategic Planning, Valuation
Education
University of Florida 1984 — 1986
University of Florida
Morgan Stanley Wealth Management October 2008 - Present
Merrill lynch November 1994 - October 2008
Skills
Asset Management, Series 7, Hedge Funds, Fixed Income, Alternative Investments, Portfolio Management, ETFs, Options, Private Equity, Investment Strategies, Asset Allocation, Industry Analysis, Credit, Asset Managment, Competitive Analysis, Wealth Management, Mutual Funds, Investments, Series 63, Equities, Management, Investment Advisory, Retirement Planning, Securities, Strategic Planning, Valuation
Education
University of Florida 1984 — 1986
University of Florida
Shane Gentry's Morgan Stanley Wealth Management Experience June 2001 - January 2004
Job Sr Regional Consultant at AssetMark
Industry Financial Services
Experience
AssetMark December 2004 - Present
John Hancock Financial Services March 2004 - September 2004
Morgan Stanley Wealth Management June 2001 - January 2004
UBS June 1997 - June 2001
Skills
Retirement, Wealth Management, Investments, Business Process..., Life Insurance, Insurance, Mutual Funds, Business Analysis, SDLC, Financial Advisory, Financial Services, Retirement Planning
Education
University of Houston 1989 — 1996
Bachelor's Degree, Finance
AssetMark December 2004 - Present
John Hancock Financial Services March 2004 - September 2004
Morgan Stanley Wealth Management June 2001 - January 2004
UBS June 1997 - June 2001
Skills
Retirement, Wealth Management, Investments, Business Process..., Life Insurance, Insurance, Mutual Funds, Business Analysis, SDLC, Financial Advisory, Financial Services, Retirement Planning
Education
University of Houston 1989 — 1996
Bachelor's Degree, Finance
Neil Mascioli's Morgan Stanley Wealth Management Experience December 2009 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management December 2009 - Present
Capital Securities May 2008 - August 2008
University Sports Publications August 2007 - November 2007
Friedman Schnaier & Associates December 2006 - January 2007
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2009
B.S, Finance
Morgan Stanley Wealth Management December 2009 - Present
Capital Securities May 2008 - August 2008
University Sports Publications August 2007 - November 2007
Friedman Schnaier & Associates December 2006 - January 2007
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2009
B.S, Finance
Ty Christianson's Morgan Stanley Wealth Management Experience November 2010 - January 2015
Job Vice President Performance and Analytics at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Credit Suisse January 2015 - Present
Morgan Stanley Wealth Management November 2010 - January 2015
Mogan Stanley Smith Barney March 2006 - November 2010
Franklin Hamilton July 2005 - March 2006
Skills
Alternative Investments, Wealth Management, Mutual Funds, Asset Allocation, Equities, Fixed Income, Financial Modeling, Financial Analysis, Finance, Capital Markets, Financial Advisory, Performance Reporting, Strategy, Performance Measurement, Securities
Education
University of Iowa 2001 — 2005
BS, Economics, Mathematics
Credit Suisse January 2015 - Present
Morgan Stanley Wealth Management November 2010 - January 2015
Mogan Stanley Smith Barney March 2006 - November 2010
Franklin Hamilton July 2005 - March 2006
Skills
Alternative Investments, Wealth Management, Mutual Funds, Asset Allocation, Equities, Fixed Income, Financial Modeling, Financial Analysis, Finance, Capital Markets, Financial Advisory, Performance Reporting, Strategy, Performance Measurement, Securities
Education
University of Iowa 2001 — 2005
BS, Economics, Mathematics
Matthew Klareich's Morgan Stanley Wealth Management Experience September 2009 - May 2012
Job Senior Associate at Gartland and Mellina Group
Industry Management Consulting
Experience
Gartland and Mellina Group July 2014 - Present
Gartland & Mellina Group May 2012 - June 2014
Morgan Stanley Wealth Management September 2009 - May 2012
JPMorgan Chase May 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Risk Management, Finance, Leadership, Budgets, Financial Risk, Account Reconciliation
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2009
Bachelor of Science (BS), Finance
Gartland and Mellina Group July 2014 - Present
Gartland & Mellina Group May 2012 - June 2014
Morgan Stanley Wealth Management September 2009 - May 2012
JPMorgan Chase May 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Risk Management, Finance, Leadership, Budgets, Financial Risk, Account Reconciliation
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2009
Bachelor of Science (BS), Finance
Beverley Getzen's Morgan Stanley Wealth Management Experience 1999 - 2013
Job Independent Environmental Services Professional
Industry Environmental Services
Experience
US Army Corps of Engineers June 2000 - Present
The Anson Record 2009 - 2013
Morgan Stanley Wealth Management 1999 - 2013
United States Army Corps of Engineers 2000 - 2005
US Army Corps of Engineers 2000 - 2005
U.S. Department of Agriculture 1997 - 2005
USACE 1971 - 2005
Skills
Environmental Policy, Environmental Awareness, Water Resources, Ecology, Policy, Water, Government, Conservation Issues, Environmental Science, Ecological Restoration, Leadership, Program Management, Watershed Management, Environmental Compliance, Project Planning, Proposal Writing, Sustainability, Natural Resources, Environmental Impact..., Climate Change, Army, Water Quality, GIS, Environmental Issues, Report Writing, Restoration, Environmental..., Environmental Consulting, Mitigation, Coastal, Policy Analysis, Field Work, Economic Development, NEPA, Sustainable Development, Project Management, Environmental..., Natural Resource..., ArcGIS, Wetlands, Public Policy, Federal Government, Emergency Management, Modeling, Endangered Species, CWA, Environmental, Top Secret, Event Planning, Public Speaking
Education
University of Illinois at Urbana-Champaign 1968 — 1971
Masters (+ABD), Theoretical and Mathematical Physics
Virginia Polytechnic Institute and State University 1960 — 1963
BS, Theoretical Math
US Army Corps of Engineers June 2000 - Present
The Anson Record 2009 - 2013
Morgan Stanley Wealth Management 1999 - 2013
United States Army Corps of Engineers 2000 - 2005
US Army Corps of Engineers 2000 - 2005
U.S. Department of Agriculture 1997 - 2005
USACE 1971 - 2005
Skills
Environmental Policy, Environmental Awareness, Water Resources, Ecology, Policy, Water, Government, Conservation Issues, Environmental Science, Ecological Restoration, Leadership, Program Management, Watershed Management, Environmental Compliance, Project Planning, Proposal Writing, Sustainability, Natural Resources, Environmental Impact..., Climate Change, Army, Water Quality, GIS, Environmental Issues, Report Writing, Restoration, Environmental..., Environmental Consulting, Mitigation, Coastal, Policy Analysis, Field Work, Economic Development, NEPA, Sustainable Development, Project Management, Environmental..., Natural Resource..., ArcGIS, Wetlands, Public Policy, Federal Government, Emergency Management, Modeling, Endangered Species, CWA, Environmental, Top Secret, Event Planning, Public Speaking
Education
University of Illinois at Urbana-Champaign 1968 — 1971
Masters (+ABD), Theoretical and Mathematical Physics
Virginia Polytechnic Institute and State University 1960 — 1963
BS, Theoretical Math
Paul Ater's Morgan Stanley Wealth Management Experience February 2009 - Present
Job First Vice President Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2009 - Present
Education
University of Dayton 1987 — 1991
Wyoming High School
Morgan Stanley Wealth Management February 2009 - Present
Education
University of Dayton 1987 — 1991
Wyoming High School
Jason Moore's Morgan Stanley Wealth Management Experience February 2011 - Present
Job Managing Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2011 - Present
Bank of America Merrill Lynch September 2010 - February 2011
Morgan Stanley Smith Barney 1995 - 2010
Skills
Alternative Investments, Asset Allocation, Wealth Management, Mutual Funds, Asset Management, Investments, Portfolio Management, Investment Advisory, ETFs, Series 24, Separately Managed..., Series 7
Education
University of Delaware - Lerner College of Business and Economics 1996 — 1998
MBA, Finance
University of Delaware - Lerner College of Business and Economics 1990 — 1994
BSBA, Finance
Morgan Stanley Wealth Management February 2011 - Present
Bank of America Merrill Lynch September 2010 - February 2011
Morgan Stanley Smith Barney 1995 - 2010
Skills
Alternative Investments, Asset Allocation, Wealth Management, Mutual Funds, Asset Management, Investments, Portfolio Management, Investment Advisory, ETFs, Series 24, Separately Managed..., Series 7
Education
University of Delaware - Lerner College of Business and Economics 1996 — 1998
MBA, Finance
University of Delaware - Lerner College of Business and Economics 1990 — 1994
BSBA, Finance
Laura Pyner's Morgan Stanley Wealth Management Experience July 2003 - Present
Job Senior Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2003 - Present
Education
University of Dayton 1999 — 2003
Bachelor of Business Administration (BBA), Finance
Garden City High School 1995 — 1999
High School Diploma
Morgan Stanley Wealth Management July 2003 - Present
Education
University of Dayton 1999 — 2003
Bachelor of Business Administration (BBA), Finance
Garden City High School 1995 — 1999
High School Diploma
Adam Polite's Morgan Stanley Wealth Management Experience March 2010 - March 2011
Job Customer Advocate Analyst at Brightstar
Industry Logistics and Supply Chain
Experience
Brightstar March 2013 - Present
Instacart 2014 - 2015
Self employed April 2011 - March 2013
Morgan Stanley Wealth Management March 2010 - March 2011
Self employed June 2009 - April 2010
CDW Corporation April 2007 - June 2009
United States Marine Corps September 1997 - September 2001
Skills
Account Management, Insurance, New Business Development, Sales, Series 7, Investments, Strategic Financial..., Asset Managment, Portfolio Management, Financial Services, Equities, Strategic Planning, Direct Sales, Risk Management, Financial Modeling, Financial Analysis, Series 63, Business Planning, Trading, Asset Allocation, Business Strategy, Derivatives, Business Development, CRM, Asset Management, Credit, Capital Markets, Banking, Finance, Leadership, Mutual Funds, Options, Securities, Financial Planning
Education
University of Illinois at Chicago 2004 — 2006
B.A., Political Science
Libertyville High School 1993 — 1997
Brightstar March 2013 - Present
Instacart 2014 - 2015
Self employed April 2011 - March 2013
Morgan Stanley Wealth Management March 2010 - March 2011
Self employed June 2009 - April 2010
CDW Corporation April 2007 - June 2009
United States Marine Corps September 1997 - September 2001
Skills
Account Management, Insurance, New Business Development, Sales, Series 7, Investments, Strategic Financial..., Asset Managment, Portfolio Management, Financial Services, Equities, Strategic Planning, Direct Sales, Risk Management, Financial Modeling, Financial Analysis, Series 63, Business Planning, Trading, Asset Allocation, Business Strategy, Derivatives, Business Development, CRM, Asset Management, Credit, Capital Markets, Banking, Finance, Leadership, Mutual Funds, Options, Securities, Financial Planning
Education
University of Illinois at Chicago 2004 — 2006
B.A., Political Science
Libertyville High School 1993 — 1997
Faiz Munshi, CFA's Morgan Stanley Wealth Management Experience March 2010 - June 2012
Job Associate at Perella Weinberg Partners
Industry Investment Banking
Experience
Perella Weinberg Partners July 2014 - Present
Yale School of Management June 2012 - May 2014
Perella Weinberg Partners June 2013 - August 2013
Morgan Stanley Wealth Management March 2010 - June 2012
Morgan Stanley June 2006 - March 2010
Morgan Stanley June 2005 - June 2006
Skills
Asset Managment, Portfolio Management, Security Analysis, Financial Modeling, Asset Allocation, Risk Management, Financial Statement..., Asset Management, Equities, Mergers & Acquisitions, Bloomberg, Hedge Funds
Education
Yale School of Management 2012 — 2014
Master of Business Administration (MBA)
University of Maryland - Robert H. Smith School of Business 2002 — 2006
Bachelor of Science (BS), Finance
Perella Weinberg Partners July 2014 - Present
Yale School of Management June 2012 - May 2014
Perella Weinberg Partners June 2013 - August 2013
Morgan Stanley Wealth Management March 2010 - June 2012
Morgan Stanley June 2006 - March 2010
Morgan Stanley June 2005 - June 2006
Skills
Asset Managment, Portfolio Management, Security Analysis, Financial Modeling, Asset Allocation, Risk Management, Financial Statement..., Asset Management, Equities, Mergers & Acquisitions, Bloomberg, Hedge Funds
Education
Yale School of Management 2012 — 2014
Master of Business Administration (MBA)
University of Maryland - Robert H. Smith School of Business 2002 — 2006
Bachelor of Science (BS), Finance
Katie Westerman, CFP®'s Morgan Stanley Wealth Management Experience April 2013 - August 2014
Job The Bolton Westerman Group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2014 - Present
Morgan Stanley Wealth Management April 2013 - August 2014
Scottrade, INC July 2009 - April 2013
Scottrade, INC November 2006 - July 2009
Scottrade, INC June 2005 - November 2006
Skills
CERTIFIED FINANCIAL..., General Securities..., General Securities..., Series 7, Series 63, FINRA, Mutual Funds, Equities, Securities, Uniform Combined State..., IRAs, Series 24, Investments, ETFs, Bonds, Equity Trading, Retirement Planning
Education
University of Kentucky 2002 — 2006
B.S, Business and Economics; Economics and Finance
Morgan Stanley February 2014 - Present
Morgan Stanley Wealth Management April 2013 - August 2014
Scottrade, INC July 2009 - April 2013
Scottrade, INC November 2006 - July 2009
Scottrade, INC June 2005 - November 2006
Skills
CERTIFIED FINANCIAL..., General Securities..., General Securities..., Series 7, Series 63, FINRA, Mutual Funds, Equities, Securities, Uniform Combined State..., IRAs, Series 24, Investments, ETFs, Bonds, Equity Trading, Retirement Planning
Education
University of Kentucky 2002 — 2006
B.S, Business and Economics; Economics and Finance
Shauna Blake's Morgan Stanley Wealth Management Experience July 2007 - Present
Job Executive Director, Risk Management at Morgan Stanley Wealth Management
Industry Financial Services
Experience
LPL Financial September 2015 - Present
Morgan Stanley Wealth Management July 2007 - Present
UBS August 2002 - June 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Photoshop, HTML, Public Speaking, Budgets, Strategic Planning, Editing
Education
University of Delaware 1997 — 2001
Bachelor of Arts (B.A.), Communications
LPL Financial September 2015 - Present
Morgan Stanley Wealth Management July 2007 - Present
UBS August 2002 - June 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Photoshop, HTML, Public Speaking, Budgets, Strategic Planning, Editing
Education
University of Delaware 1997 — 2001
Bachelor of Arts (B.A.), Communications
Jayakumar Subramanian's Morgan Stanley Wealth Management Experience April 2014 - Present
Job Vice President at Morgan Stanley Wealth Management
Industry Banking
Experience
Morgan Stanley Wealth Management April 2014 - Present
Bank of America December 2004 - March 2014
SSI Technologies 2001 - 2004
Education
University of Madras
MS, Mathematics
Morgan Stanley Wealth Management April 2014 - Present
Bank of America December 2004 - March 2014
SSI Technologies 2001 - 2004
Education
University of Madras
MS, Mathematics
Ross Doelling's Morgan Stanley Wealth Management Experience May 2013 - Present
Job Sales Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2013 - Present
Teach for America June 2012 - April 2013
Defense Venture Group June 2011 - December 2011
Interfraternity Council November 2010 - November 2011
Skills
Fundraising, Public Speaking
Education
University of Georgia - Terry College of Business 2008 — 2012
Bachelor of Business Administration, Finance
St. Pius X Catholic High School 2004 — 2008
Morgan Stanley Wealth Management May 2013 - Present
Teach for America June 2012 - April 2013
Defense Venture Group June 2011 - December 2011
Interfraternity Council November 2010 - November 2011
Skills
Fundraising, Public Speaking
Education
University of Georgia - Terry College of Business 2008 — 2012
Bachelor of Business Administration, Finance
St. Pius X Catholic High School 2004 — 2008
John-Paul Lang's Morgan Stanley Wealth Management Experience May 2009 - August 2009
Job Manufacturing Engineer at Healthmark
Industry Mechanical or Industrial Engineering
Experience
Healthmark Industries August 2015 - Present
U.S. Manufacturing October 2013 - August 2015
Scotty G's Mobile Detail Service May 2011 - October 2013
Gregory Boat Company May 2011 - October 2013
Pierstone Law Firm July 2012 - August 2012
Young Supply Company May 2010 - August 2010
Morgan Stanley Wealth Management May 2009 - August 2009
Mary Treder-Lang for State Representative May 2007 - April 2008
Skills
Microsoft Excel, Microsoft Office, Access, PowerPoint, Microsoft Word, Financial Analysis, Process Improvement, Outlook, Data Analysis, Budgets, Accounting, Customer Service, AutoCAD, Auto Detailing, Multisim, NI LabVIEW, Autodesk Inventor
Education
University of Dayton 2008 — 2013
Bachelor of Science, Engineering Technology; Mechanical Engineering Technology
University of Economics in Prague 2012 — 2012
Healthmark Industries August 2015 - Present
U.S. Manufacturing October 2013 - August 2015
Scotty G's Mobile Detail Service May 2011 - October 2013
Gregory Boat Company May 2011 - October 2013
Pierstone Law Firm July 2012 - August 2012
Young Supply Company May 2010 - August 2010
Morgan Stanley Wealth Management May 2009 - August 2009
Mary Treder-Lang for State Representative May 2007 - April 2008
Skills
Microsoft Excel, Microsoft Office, Access, PowerPoint, Microsoft Word, Financial Analysis, Process Improvement, Outlook, Data Analysis, Budgets, Accounting, Customer Service, AutoCAD, Auto Detailing, Multisim, NI LabVIEW, Autodesk Inventor
Education
University of Dayton 2008 — 2013
Bachelor of Science, Engineering Technology; Mechanical Engineering Technology
University of Economics in Prague 2012 — 2012
Christopher De Santis's Morgan Stanley Wealth Management Experience May 2013 - Present
Job Wealth Management Associate at Morgan Stanley Wealth Management
Industry Investment Banking
Experience
Morgan Stanley Wealth Management May 2013 - Present
Fidelity Investments March 2012 - May 2013
Deutsche Bank March 2007 - March 2012
Deutsche Bank Securities Inc March 2007 - March 2012
FactSet Research Systems, Inc. March 2005 - March 2007
Commercial Real Estate Broker-Investment Sales December 2003 - March 2005
Reuters America Inc April 2002 - December 2003
Skills
Series 7, Series 66, Bloomberg Terminal, Fixed Income, Equities, Portfolio Management, Investments, Bonds, Trading, Finance, Hedge Funds, Asset Management, Analysis, MBS, Asset Allocation, Wealth Management
Education
The University of Connecticut 1997 — 2001
Bachelors of Science, Business Administration; Finance
St. Lukes School 1994 — 1997
Business, Finance
Morgan Stanley Wealth Management May 2013 - Present
Fidelity Investments March 2012 - May 2013
Deutsche Bank March 2007 - March 2012
Deutsche Bank Securities Inc March 2007 - March 2012
FactSet Research Systems, Inc. March 2005 - March 2007
Commercial Real Estate Broker-Investment Sales December 2003 - March 2005
Reuters America Inc April 2002 - December 2003
Skills
Series 7, Series 66, Bloomberg Terminal, Fixed Income, Equities, Portfolio Management, Investments, Bonds, Trading, Finance, Hedge Funds, Asset Management, Analysis, MBS, Asset Allocation, Wealth Management
Education
The University of Connecticut 1997 — 2001
Bachelors of Science, Business Administration; Finance
St. Lukes School 1994 — 1997
Business, Finance
Say Nie Sam's Morgan Stanley Wealth Management Experience June 2008 - May 2011
Job Senior Registered Associate, Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management May 2011 - Present
Morgan Stanley Wealth Management June 2008 - May 2011
HCL FINANCE June 2000 - June 2008
Education
University of Kentucky
Morgan Stanley Private Wealth Management May 2011 - Present
Morgan Stanley Wealth Management June 2008 - May 2011
HCL FINANCE June 2000 - June 2008
Education
University of Kentucky
Michelle Trivers's Morgan Stanley Wealth Management Experience August 2012 - Present
Job Excited about my new employment opportunity.
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2012 - Present
HAW Wealth Management 2011 - September 2012
Education
University of Florida - Warrington College Of Business 2001 — 2001
Master of Business Administration (MBA)
Washington University in St. Louis 1990 — 1994
Bachelor of Business Administration (BBA), Finance, General
Morgan Stanley Wealth Management August 2012 - Present
HAW Wealth Management 2011 - September 2012
Education
University of Florida - Warrington College Of Business 2001 — 2001
Master of Business Administration (MBA)
Washington University in St. Louis 1990 — 1994
Bachelor of Business Administration (BBA), Finance, General
Jay Maltby's Morgan Stanley Wealth Management Experience 1994 - 2006
Job Managing Director at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management 2006 - Present
Morgan Stanley Wealth Management 1994 - 2006
Education
University of Iowa 1986 — 1990
Bachelor of Science (BS), Finance and Marketing
Elgin High School 1982 — 1986
UBS Private Wealth Management 2006 - Present
Morgan Stanley Wealth Management 1994 - 2006
Education
University of Iowa 1986 — 1990
Bachelor of Science (BS), Finance and Marketing
Elgin High School 1982 — 1986
Lauren Millard's Morgan Stanley Wealth Management Experience October 2012 - Present
Job Complex Risk Officer at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2012 - Present
Morgan Stanley Private Wealth Management August 2006 - Present
Education
University of Georgia - Terry College of Business 1998 — 2002
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Morgan Stanley Wealth Management October 2012 - Present
Morgan Stanley Private Wealth Management August 2006 - Present
Education
University of Georgia - Terry College of Business 1998 — 2002
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Robert Duddie's Morgan Stanley Wealth Management Experience August 2006 - Present
Job CRO at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2006 - Present
Lockwood Financial Services January 1996 - February 2006
Shearson Lehman Brothers April 1985 - April 1995
Education
Stamford Catholic High School 1971 — 1975
The University of Connecticut
Bachelor of Science (B.S.), Finance, General
Morgan Stanley Wealth Management August 2006 - Present
Lockwood Financial Services January 1996 - February 2006
Shearson Lehman Brothers April 1985 - April 1995
Education
Stamford Catholic High School 1971 — 1975
The University of Connecticut
Bachelor of Science (B.S.), Finance, General
Cody Cassani's Morgan Stanley Wealth Management Experience January 1995 - January 1999
Job Independent Futures Trader
Industry Financial Services
Experience
Self-employed January 1999 - Present
Morgan Stanley Wealth Management January 1995 - January 1999
Skills
Electronic Trading, FX trading, Futures Trading, Managed Futures, Equities, Options
Education
University of Illinois at Chicago 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Downers Grove North 2004 — 2008
High School Diploma, Finance, General
Self-employed January 1999 - Present
Morgan Stanley Wealth Management January 1995 - January 1999
Skills
Electronic Trading, FX trading, Futures Trading, Managed Futures, Equities, Options
Education
University of Illinois at Chicago 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Downers Grove North 2004 — 2008
High School Diploma, Finance, General
Rochelle Wagenheim's Morgan Stanley Wealth Management Experience January 2011 - Present
Job Executive Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2011 - Present
Citi October 2005 - December 2010
Citi 2002 - October 2005
Citi June 2000 - 2002
Skills
Portfolio Management, Stock Picking, US Equities, Financial Analysis, Public Speaking, Client Relations Skills
Education
University of Florida 1996 — 2000
Bachelor of Science (B.S.), Finance, General
Morgan Stanley Wealth Management January 2011 - Present
Citi October 2005 - December 2010
Citi 2002 - October 2005
Citi June 2000 - 2002
Skills
Portfolio Management, Stock Picking, US Equities, Financial Analysis, Public Speaking, Client Relations Skills
Education
University of Florida 1996 — 2000
Bachelor of Science (B.S.), Finance, General
Kara Weinrib's Morgan Stanley Wealth Management Experience 2010 - 2013
Job Financial Advisor at AMCS
Industry Financial Services
Experience
Asset Management Consulting Services Inc. 2013 - Present
Morgan Stanley Wealth Management 2010 - 2013
Neuberger Berman 2004 - 2010
Skills
Wealth Management, Series 63, Portfolio Management, Retirement Planning, Series 7, Mutual Funds
Education
University of Hartford 1996 — 2000
Bachelor of Applied Science (B.A.Sc.), Secondary Education and Teaching
University of Maryland College Park 1997 — 1998
Asset Management Consulting Services Inc. 2013 - Present
Morgan Stanley Wealth Management 2010 - 2013
Neuberger Berman 2004 - 2010
Skills
Wealth Management, Series 63, Portfolio Management, Retirement Planning, Series 7, Mutual Funds
Education
University of Hartford 1996 — 2000
Bachelor of Applied Science (B.A.Sc.), Secondary Education and Teaching
University of Maryland College Park 1997 — 1998
Sheila Brassfield Edwards's Morgan Stanley Wealth Management Experience September 1983 - Present
Job Vice President at Morgan Stanley Wealth Management
Industry
Experience
Morgan Stanley Wealth Management September 1983 - Present
Education
University of Kentucky 1979 — 1983
Morgan Stanley Wealth Management September 1983 - Present
Education
University of Kentucky 1979 — 1983
Daniel DiNicola's Morgan Stanley Wealth Management Experience July 2013 - Present
Job Internship at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2013 - Present
Education
University of Connecticut 2010 — 2014
Morgan Stanley Wealth Management July 2013 - Present
Education
University of Connecticut 2010 — 2014
Rena Alexander's Morgan Stanley Wealth Management Experience December 2013 - Present
Job Complex Service Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management December 2013 - Present
Morgan Stanley Wealth Management March 2009 - December 2013
Merrill Lynch September 2003 - March 2009
Education
University of Hawaii at Manoa 2003 — 2005
Master of Arts (M.A.), Economics
Morgan Stanley Wealth Management December 2013 - Present
Morgan Stanley Wealth Management March 2009 - December 2013
Merrill Lynch September 2003 - March 2009
Education
University of Hawaii at Manoa 2003 — 2005
Master of Arts (M.A.), Economics
James Forde's Morgan Stanley Wealth Management Experience 2012 - 2013
Job Business Development Associate at UK Trade & Investment (UKTI)
Industry Financial Services
Experience
UK Trade & Investment (UKTI) January 2015 - Present
UK Trade & Investment (UKTI) October 2014 - December 2014
Atlanta International School September 2014 - November 2014
Morgan Stanley Wealth Management 2012 - 2013
Skills
Data Analysis, Project Coordination, Debate, Rhetoric, Stock Picking, Public Speaking, Literacy, Microsoft Office, Microsoft Excel, Cold Calling
Education
University of East Anglia 2011 — 2014
Bachelor of Arts (B.A.), International Relations and Modern History, 2:1
University of East Anglia 2011 — 2014
AIS
UK Trade & Investment (UKTI) January 2015 - Present
UK Trade & Investment (UKTI) October 2014 - December 2014
Atlanta International School September 2014 - November 2014
Morgan Stanley Wealth Management 2012 - 2013
Skills
Data Analysis, Project Coordination, Debate, Rhetoric, Stock Picking, Public Speaking, Literacy, Microsoft Office, Microsoft Excel, Cold Calling
Education
University of East Anglia 2011 — 2014
Bachelor of Arts (B.A.), International Relations and Modern History, 2:1
University of East Anglia 2011 — 2014
AIS
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.