Morgan Stanley Wealth Management
Industry: Financial services company
DescriptionMorgan Stanley Wealth Management is an American multinational financial services corporation specializing in retail brokerage. It is the wealth & asset management division of Morgan Stanley. Customer service: 00 1 801-617-9150 Assets under management: 2.05 trillion USD (2014) CEO: James P. Gorman (Jan 2012–) Headquarters: Purchase, Harrison, New York, United States Parent organization: Morgan Stanley Domestic Holdings Inc Founders: Charles D. Barney, Edward B. Smith
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3,277 Morgan Stanley Wealth Management employees in database. Find out everything there's to know about Morgan Stanley Wealth Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morgan Stanley Wealth Management Employees
Employee
Years
Job
Industry
Austin Josiah Austin Josiah's Morgan Stanley Wealth Management Experience September 2013 - May 2014
Job Wealth Management Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Undergraduate Sports Business Club January 2013 - Present
Morgan Stanley June 2014 - August 2014
Morgan Stanley Wealth Management September 2013 - May 2014
The Penn Fund 2013 - 2014
The Sports Quotient February 2013 - October 2013
Student Federal Credit Union at the University of Pennsylvania September 2012 - October 2013
Vector Marketing September 2012 - January 2013
Vector Marketing May 2012 - September 2012
The First Academy November 2009 - January 2010
Skills
Strategic Negotiations, Client Rapport, Superior Work Ethic, Sales Presentations, Public Speaking, Negotiation, Coaching, Interviews, Panel Moderator, Event Planning, Strategic Planning, Management, Analysis, Sales Presentation..., Sales, Leadership, Social Media Marketing, Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Belly Dance, Exponential Smoothing, Regular Expressions
Education
Wharton School, University of Pennsylvania 2011 — 2015
Bachelor of Science (B.S.), Economics
Morgan Stanley August 2015 - Present
Undergraduate Sports Business Club January 2013 - Present
Morgan Stanley June 2014 - August 2014
Morgan Stanley Wealth Management September 2013 - May 2014
The Penn Fund 2013 - 2014
The Sports Quotient February 2013 - October 2013
Student Federal Credit Union at the University of Pennsylvania September 2012 - October 2013
Vector Marketing September 2012 - January 2013
Vector Marketing May 2012 - September 2012
The First Academy November 2009 - January 2010
Skills
Strategic Negotiations, Client Rapport, Superior Work Ethic, Sales Presentations, Public Speaking, Negotiation, Coaching, Interviews, Panel Moderator, Event Planning, Strategic Planning, Management, Analysis, Sales Presentation..., Sales, Leadership, Social Media Marketing, Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Belly Dance, Exponential Smoothing, Regular Expressions
Education
Wharton School, University of Pennsylvania 2011 — 2015
Bachelor of Science (B.S.), Economics
Joshua Howcroft, MBA Joshua Howcroft, MBA's Morgan Stanley Wealth Management Experience June 2013 - Present
Job
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2013 - Present
Wells Fargo Advisors April 2010 - April 2013
E*TRADE Financial July 2009 - April 2010
Merrill Lynch Bank, USA May 2007 - April 2009
Education
University of Phoenix
Master of Business Administration (MBA), 3.61
University of Phoenix
Bachelor of Science, Business and Finance (BSB/F), 3.69
Axia College
Associate of Arts, Information Technology (AAIT/N), 3.75
Morgan Stanley Wealth Management June 2013 - Present
Wells Fargo Advisors April 2010 - April 2013
E*TRADE Financial July 2009 - April 2010
Merrill Lynch Bank, USA May 2007 - April 2009
Education
University of Phoenix
Master of Business Administration (MBA), 3.61
University of Phoenix
Bachelor of Science, Business and Finance (BSB/F), 3.69
Axia College
Associate of Arts, Information Technology (AAIT/N), 3.75
Ashley Wicks Ashley Wicks's Morgan Stanley Wealth Management Experience June 2014 - July 2015
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Van Buren Elementary PTA June 2015 - Present
Harbour Heights Homeowner's Association June 2013 - Present
Morgan Stanley Wealth Management June 2014 - July 2015
Ryan Homes June 2010 - June 2014
Skills
Sales, Marketing, Customer Service, Mortgage Lending, Leadership, Finance, Relationship Management
Education
University of South Florida 2005 — 2009
Bachelor's degree, Organizational Communication, General
Van Buren Elementary PTA June 2015 - Present
Harbour Heights Homeowner's Association June 2013 - Present
Morgan Stanley Wealth Management June 2014 - July 2015
Ryan Homes June 2010 - June 2014
Skills
Sales, Marketing, Customer Service, Mortgage Lending, Leadership, Finance, Relationship Management
Education
University of South Florida 2005 — 2009
Bachelor's degree, Organizational Communication, General
Gem Pacumio Gem Pacumio's Morgan Stanley Wealth Management Experience May 2014 - January 2015
Job International Business Development Intern at Grayling
Industry Recreational Facilities and Services
Experience
City of Daly City March 2012 - Present
Grayling February 2015 - April 2015
Morgan Stanley Wealth Management May 2014 - January 2015
Delta Sigma Pi May 2014 - December 2014
City of South San Francisco March 2012 - August 2014
Delta Sigma Pi January 2014 - May 2014
St. Ignatius College Prep June 2009 - December 2011
Skills
Leadership, Teamwork, Time Management, Microsoft Word, Analysis, Customer Service, Experience Working with..., Event Planning, Public Speaking, Social Media, Cpr Certified, Team Leadership, Fundraising, Microsoft Excel, Facebook, Social Networking, Microsoft Office
Education
University of San Francisco 2012 — 2015
Bachelor of Science (BS)
City of Daly City March 2012 - Present
Grayling February 2015 - April 2015
Morgan Stanley Wealth Management May 2014 - January 2015
Delta Sigma Pi May 2014 - December 2014
City of South San Francisco March 2012 - August 2014
Delta Sigma Pi January 2014 - May 2014
St. Ignatius College Prep June 2009 - December 2011
Skills
Leadership, Teamwork, Time Management, Microsoft Word, Analysis, Customer Service, Experience Working with..., Event Planning, Public Speaking, Social Media, Cpr Certified, Team Leadership, Fundraising, Microsoft Excel, Facebook, Social Networking, Microsoft Office
Education
University of San Francisco 2012 — 2015
Bachelor of Science (BS)
Teresa Hill Teresa Hill's Morgan Stanley Wealth Management Experience February 2011 - December 2012
Job Author/Business Development/Sales&Marketing/Financial
Industry Writing and Editing
Experience
Published Author January 2013 - Present
Global Realty, Schertz, TX June 2008 - Present
Morgan Stanley Wealth Management February 2011 - December 2012
America One Finance February 2005 - July 2009
ABP Lending January 2004 - February 2005
Skills
Strategic Financial..., Retirement, Asset Managment, Financial Planners, Long-term Care, Insurance, Mortgage Lending, Loans, Life Insurance, Series 7, Retirement Planning, Mutual Funds, Financial Analysis, Wealth Management, Banking, Asset Management, Investments, Portfolio Management, Investment Advisory, Finance, Financial Services, Asset Allocation, Securities, Fixed Annuities, Small Business, Alternative Investments, 401k, Employee Benefits, Investment Strategies, Financial Advisory, Real Estate, Training, Wealth, Sales, Equities, Budgets, Series 63, Long Term Care Insurance, Credit, Relationship Management, IRAs, Fixed Income, Bonds, Commercial Lending, Investment Properties, Wealth Management..., Credit Analysis, Residential Mortgages, Financial Risk, FINRA
Education
University of Phoenix 2006 — 2007
Master, Education - Adult Curriculum and Instruction
Wayland Baptist University 2001 — 2004
Bachelor, Business Management
Texas Tech University 1997 — 2001
Bachelor of Business Administration (BBA), Business Administration and Management, General
Published Author January 2013 - Present
Global Realty, Schertz, TX June 2008 - Present
Morgan Stanley Wealth Management February 2011 - December 2012
America One Finance February 2005 - July 2009
ABP Lending January 2004 - February 2005
Skills
Strategic Financial..., Retirement, Asset Managment, Financial Planners, Long-term Care, Insurance, Mortgage Lending, Loans, Life Insurance, Series 7, Retirement Planning, Mutual Funds, Financial Analysis, Wealth Management, Banking, Asset Management, Investments, Portfolio Management, Investment Advisory, Finance, Financial Services, Asset Allocation, Securities, Fixed Annuities, Small Business, Alternative Investments, 401k, Employee Benefits, Investment Strategies, Financial Advisory, Real Estate, Training, Wealth, Sales, Equities, Budgets, Series 63, Long Term Care Insurance, Credit, Relationship Management, IRAs, Fixed Income, Bonds, Commercial Lending, Investment Properties, Wealth Management..., Credit Analysis, Residential Mortgages, Financial Risk, FINRA
Education
University of Phoenix 2006 — 2007
Master, Education - Adult Curriculum and Instruction
Wayland Baptist University 2001 — 2004
Bachelor, Business Management
Texas Tech University 1997 — 2001
Bachelor of Business Administration (BBA), Business Administration and Management, General
Bryan Locher Bryan Locher's Morgan Stanley Wealth Management Experience June 2013 - September 2013
Job Managing Director at Pacer Financial
Industry Financial Services
Experience
Pacer Financial September 2014 - Present
Pacer Financial September 2013 - September 2014
Morgan Stanley Wealth Management June 2013 - September 2013
Morgan Stanley Wealth Management August 2012 - June 2013
Skills
Bloomberg, Equities, Investments, Sales, Series 7, Retirement Planning, Retirement
Education
University of Scranton 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Pacer Financial September 2014 - Present
Pacer Financial September 2013 - September 2014
Morgan Stanley Wealth Management June 2013 - September 2013
Morgan Stanley Wealth Management August 2012 - June 2013
Skills
Bloomberg, Equities, Investments, Sales, Series 7, Retirement Planning, Retirement
Education
University of Scranton 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Maxwell Davis's Morgan Stanley Wealth Management Experience June 2014 - August 2014
Job Cards Analyst at Citi
Industry Financial Services
Experience
Citi June 2015 - Present
Morgan Stanley Wealth Management June 2014 - August 2014
SEO Career Program March 2014 - August 2014
Wasserstein & Co. June 2013 - August 2013
Genesis Acquisition Management July 2012 - August 2012
Skills
Marketing, Finance, Microsoft Excel, Research, Data Analysis, Investments, Wealth Management
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), Philosophy, Politics, & Economics (PPE) Concentration: Choice & Behavior; Consumer Psychology Minor
Sierra Canyon School
High School Diploma
Cate School
Citi June 2015 - Present
Morgan Stanley Wealth Management June 2014 - August 2014
SEO Career Program March 2014 - August 2014
Wasserstein & Co. June 2013 - August 2013
Genesis Acquisition Management July 2012 - August 2012
Skills
Marketing, Finance, Microsoft Excel, Research, Data Analysis, Investments, Wealth Management
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), Philosophy, Politics, & Economics (PPE) Concentration: Choice & Behavior; Consumer Psychology Minor
Sierra Canyon School
High School Diploma
Cate School
Jessie Aguilar Jessie Aguilar's Morgan Stanley Wealth Management Experience January 2014 - March 2014
Job Financial & Insurance Services
Industry Financial Services
Experience
MassMutual Financial Group July 2014 - Present
Morgan Stanley Wealth Management January 2014 - March 2014
AGUILAR & Co. November 2005 - October 2011
MassMutual Financial Group March 2007 - April 2010
Northwestern Mutual March 2005 - October 2009
Skills
Financial Modeling, Financial Analysis, Insurance, Asset Management, Wealth Management, Finance, Retirement Planning, Strategic Planning, Business Valuation, Investment Strategies, Sales Management, Analysis, Financial Services, Private Capital Markets, Retirement, Disability Insurance
Education
University of LaVerne 2013 — 2014
MBA, Finance
Stanford University Graduate School of Business 2011 — 2011
2011 Stanford University Pre-MBA Management Program, Finance & InfoSystems
University of Phoenix 2003 — 2006
Bachelor of Science, Business Administration and Management
MassMutual Financial Group July 2014 - Present
Morgan Stanley Wealth Management January 2014 - March 2014
AGUILAR & Co. November 2005 - October 2011
MassMutual Financial Group March 2007 - April 2010
Northwestern Mutual March 2005 - October 2009
Skills
Financial Modeling, Financial Analysis, Insurance, Asset Management, Wealth Management, Finance, Retirement Planning, Strategic Planning, Business Valuation, Investment Strategies, Sales Management, Analysis, Financial Services, Private Capital Markets, Retirement, Disability Insurance
Education
University of LaVerne 2013 — 2014
MBA, Finance
Stanford University Graduate School of Business 2011 — 2011
2011 Stanford University Pre-MBA Management Program, Finance & InfoSystems
University of Phoenix 2003 — 2006
Bachelor of Science, Business Administration and Management
Frank Munoz Frank Munoz's Morgan Stanley Wealth Management Experience 2008 - 2014
Job International Business Risk & Control Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2015 - Present
Morgan Stanley Wealth Management 2008 - 2014
Merrill Lynch 2005 - 2008
Wachovia Securities 1999 - 2005
Skills
Domestic and..., Risk and Compliance..., P&L Management, Building Dynamic Teams, Recruiting and..., Operations Management, Relationship Management, Global Management, Business Analysis, Business Strategy, Business Development
Education
University of Phoenix
Bachelor of Science (B.S.), Business Management
Wells Fargo Advisors January 2015 - Present
Morgan Stanley Wealth Management 2008 - 2014
Merrill Lynch 2005 - 2008
Wachovia Securities 1999 - 2005
Skills
Domestic and..., Risk and Compliance..., P&L Management, Building Dynamic Teams, Recruiting and..., Operations Management, Relationship Management, Global Management, Business Analysis, Business Strategy, Business Development
Education
University of Phoenix
Bachelor of Science (B.S.), Business Management
Angela Norris's Morgan Stanley Wealth Management Experience May 2014 - October 2014
Job Registered Support Associate at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2014 - Present
Morgan Stanley Wealth Management May 2014 - October 2014
Morgan Stanley Wealth Management August 2011 - April 2014
Ameriprise Financial Services, Inc. May 2006 - August 2011
Skills
Client Relations Skills, Time Management, Organizational..., Detailed Organization, Outstanding..., Communication Skills, Office Administration, Multi Tasking, Budget Monitoring, Operations Management, Series 7, Insurance, Financial Services, Team Building, Social Networking, Marketing, Leadership
Education
University of Phoenix
Associate of Arts and Sciences (A.A.S.), Finance and Financial Management Services
Ameriprise Financial Services, Inc. October 2014 - Present
Morgan Stanley Wealth Management May 2014 - October 2014
Morgan Stanley Wealth Management August 2011 - April 2014
Ameriprise Financial Services, Inc. May 2006 - August 2011
Skills
Client Relations Skills, Time Management, Organizational..., Detailed Organization, Outstanding..., Communication Skills, Office Administration, Multi Tasking, Budget Monitoring, Operations Management, Series 7, Insurance, Financial Services, Team Building, Social Networking, Marketing, Leadership
Education
University of Phoenix
Associate of Arts and Sciences (A.A.S.), Finance and Financial Management Services
Sarah Bernosky Sarah Bernosky's Morgan Stanley Wealth Management Experience June 2011 - August 2011
Job Account Executive at Square
Industry Internet
Experience
Square August 2014 - Present
Taggler September 2012 - September 2013
Morgan Stanley June 2012 - August 2012
Nike Training Club October 2011 - July 2012
USC Marshall School of Business August 2011 - May 2012
Morgan Stanley Wealth Management June 2011 - August 2011
Skills
Microsoft Office..., Microsoft Excel, HTML, CSS, Photoshop, Illustrator, Copywriting, Gretl, Social Media, Marketing Strategy, Social Media Marketing, Piano, Microsoft Office, Mac, Editing, Public Speaking, Spanish, Leadership, Facebook, WordPress, Digital Marketing, Event Planning, PowerPoint, Customer Service, Marketing, Blogging, Social Networking, Google Analytics
Education
University of Southern California 2010 — 2013
B.A, Economics
Archbishop Mitty High School 2006 — 2010
Square August 2014 - Present
Taggler September 2012 - September 2013
Morgan Stanley June 2012 - August 2012
Nike Training Club October 2011 - July 2012
USC Marshall School of Business August 2011 - May 2012
Morgan Stanley Wealth Management June 2011 - August 2011
Skills
Microsoft Office..., Microsoft Excel, HTML, CSS, Photoshop, Illustrator, Copywriting, Gretl, Social Media, Marketing Strategy, Social Media Marketing, Piano, Microsoft Office, Mac, Editing, Public Speaking, Spanish, Leadership, Facebook, WordPress, Digital Marketing, Event Planning, PowerPoint, Customer Service, Marketing, Blogging, Social Networking, Google Analytics
Education
University of Southern California 2010 — 2013
B.A, Economics
Archbishop Mitty High School 2006 — 2010
Melissa Eastep Melissa Eastep's Morgan Stanley Wealth Management Experience October 2005 - Present
Job Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley December 2014 - Present
Morgan Stanley Wealth Management October 2005 - Present
Skills
Series 7, Series 63, Series 66, Series 3, Series 9, Series 10, Wealth Management, FINRA, Securities, Mutual Funds, Alternative Investments, Asset Allocation, Series 24, ETFs, Relationship Management, Prime Brokerage, Series 65, Wealth Management..., Equities, Risk Management, Management, Investments, Fixed Income, Financial Services
Education
University of South Florida
Bachelor of Arts (BA), Psychology
Morgan Stanley December 2014 - Present
Morgan Stanley Wealth Management October 2005 - Present
Skills
Series 7, Series 63, Series 66, Series 3, Series 9, Series 10, Wealth Management, FINRA, Securities, Mutual Funds, Alternative Investments, Asset Allocation, Series 24, ETFs, Relationship Management, Prime Brokerage, Series 65, Wealth Management..., Equities, Risk Management, Management, Investments, Fixed Income, Financial Services
Education
University of South Florida
Bachelor of Arts (BA), Psychology
David Peltz's Morgan Stanley Wealth Management Experience 1999 - 2001
Job Sales Manager at Crump Life Insurance Services
Industry Insurance
Experience
Crump Life Insurance Services July 2007 - Present
MetLife 2002 - 2007
Morgan Stanley Wealth Management 1999 - 2001
Skills
Sales Management, Finance, Term Life Insurance, Sales, Life Insurance, Insurance, Disability Insurance, Fixed Annuities, Whole Life, Brokers, Universal Life, Long-term Care
Education
University of Rhode Island 1988 — 1992
Marketing/Marketing Management, General
University of Rhode Island - College of Business Administration 1988 — 1992
Business/Commerce, General
Crump Life Insurance Services July 2007 - Present
MetLife 2002 - 2007
Morgan Stanley Wealth Management 1999 - 2001
Skills
Sales Management, Finance, Term Life Insurance, Sales, Life Insurance, Insurance, Disability Insurance, Fixed Annuities, Whole Life, Brokers, Universal Life, Long-term Care
Education
University of Rhode Island 1988 — 1992
Marketing/Marketing Management, General
University of Rhode Island - College of Business Administration 1988 — 1992
Business/Commerce, General
Jessica (Yajun) Gu's Morgan Stanley Wealth Management Experience February 2013 - July 2013
Job MS in Accountancy candidate
Industry Accounting
Experience
ShineWing Certified Public Accountants December 2014 - February 2015
Guosen Securities October 2014 - December 2014
Morgan Stanley Wealth Management February 2013 - July 2013
Denison University January 2011 - December 2012
The Export-Import Bank of China May 2012 - June 2012
AceBase EFL Research & Training Center May 2011 - August 2011
Skills
Microsoft Excel, Portfolio Management, PowerPoint, Event Planning, Finance, SPSS, Wealth Management..., Auditing, Event Management, Public Relations, Intercultural..., Microsoft Office, Microsoft Word, Research
Education
William E. Simon School of Business 2015 — 2016
MS Accountancy, Accounting
Denison University 2011 — 2014
Bachelor's degree, Economics, GPA: 3.50/4.00; Major GPA: 3.80/4.00
ShineWing Certified Public Accountants December 2014 - February 2015
Guosen Securities October 2014 - December 2014
Morgan Stanley Wealth Management February 2013 - July 2013
Denison University January 2011 - December 2012
The Export-Import Bank of China May 2012 - June 2012
AceBase EFL Research & Training Center May 2011 - August 2011
Skills
Microsoft Excel, Portfolio Management, PowerPoint, Event Planning, Finance, SPSS, Wealth Management..., Auditing, Event Management, Public Relations, Intercultural..., Microsoft Office, Microsoft Word, Research
Education
William E. Simon School of Business 2015 — 2016
MS Accountancy, Accounting
Denison University 2011 — 2014
Bachelor's degree, Economics, GPA: 3.50/4.00; Major GPA: 3.80/4.00
Andrew Buchanan Andrew Buchanan's Morgan Stanley Wealth Management Experience May 2010 - December 2012
Job Director at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group June 2013 - Present
Inverness Solutions December 2012 - Present
Morgan Stanley Wealth Management May 2010 - December 2012
Merrill Lynch December 2000 - May 2010
US Navy September 1990 - August 2000
Skills
Management, Retirement Planning, Series 7, Wealth Management, Leadership, Asset Allocation, Analytics, Sales, Strategic Planning, Financial Advisory, Risk Management, Series 63, Team Building, Wealth, Financial Services, Asset Management, Forecasting, Investments, Equities, Alternative Investments, Finance, Separately Managed..., Series 65, ETFs, Strategic Financial..., Securities, Financial Planning
Education
University of Southern California - Marshall School of Business 2014 — 2016
Master of Business Administration (MBA), Business
University of Pennsylvania - The Wharton School 2005 — 2006
Certified Investment Management Analyst
Janus Capital Group June 2013 - Present
Inverness Solutions December 2012 - Present
Morgan Stanley Wealth Management May 2010 - December 2012
Merrill Lynch December 2000 - May 2010
US Navy September 1990 - August 2000
Skills
Management, Retirement Planning, Series 7, Wealth Management, Leadership, Asset Allocation, Analytics, Sales, Strategic Planning, Financial Advisory, Risk Management, Series 63, Team Building, Wealth, Financial Services, Asset Management, Forecasting, Investments, Equities, Alternative Investments, Finance, Separately Managed..., Series 65, ETFs, Strategic Financial..., Securities, Financial Planning
Education
University of Southern California - Marshall School of Business 2014 — 2016
Master of Business Administration (MBA), Business
University of Pennsylvania - The Wharton School 2005 — 2006
Certified Investment Management Analyst
Justin Levine's Morgan Stanley Wealth Management Experience 2007 - 2007
Job Senior Associate at ICG Advisors, LLC
Industry Financial Services
Experience
ICG Advisors, LLC 2009 - Present
Pi Kappa Alpha 2007 - 2008
Morgan Stanley Wealth Management 2007 - 2007
Skills
Asset Management, Portfolio Management, Financial Analysis, Investments, Asset Managment, Equity Research, Equities, Hedge Funds, Private Equity, Finance, Derivatives, Economics, Due Diligence, Financial Markets, Trading, Investment Management, Fixed Income, Financial Modeling, Mergers, Data Analysis, Investment Banking, Valuation, Mergers & Acquisitions, SAS, Mutual Funds
Education
University of Pennsylvania 2004 — 2008
Bachelor of Arts (B.A.), Psychology
Oakwood High School 2000 — 2004
ICG Advisors, LLC 2009 - Present
Pi Kappa Alpha 2007 - 2008
Morgan Stanley Wealth Management 2007 - 2007
Skills
Asset Management, Portfolio Management, Financial Analysis, Investments, Asset Managment, Equity Research, Equities, Hedge Funds, Private Equity, Finance, Derivatives, Economics, Due Diligence, Financial Markets, Trading, Investment Management, Fixed Income, Financial Modeling, Mergers, Data Analysis, Investment Banking, Valuation, Mergers & Acquisitions, SAS, Mutual Funds
Education
University of Pennsylvania 2004 — 2008
Bachelor of Arts (B.A.), Psychology
Oakwood High School 2000 — 2004
Jack Cahn Jack Cahn's Morgan Stanley Wealth Management Experience January 2014 - June 2014
Job Entrepreneur, NYC
Industry Financial Services
Experience
The Riverside Company May 2015 - August 2015
Lynx Financial 德石资本 June 2014 - August 2014
Morgan Stanley Wealth Management January 2014 - June 2014
Columbia University Medical Center May 2013 - June 2014
Entrepreneur Growth Capital June 2013 - September 2013
Tiedemann Investment Group June 2011 - September 2011
Skills
Public Speaking, Entrepreneurship, Social Media, Advertising, Marketing Strategy, Public Relations, Strategic Planning, Email Marketing, Social Media Marketing, Marketing Research, Event Planning, Social Networking, New Business Development, Market Research, Online Advertising, Software Development, Online Marketing, Direct Marketing, Marketing, Marketing Communications, Digital Marketing, Sales, Digital Media, Analysis, Brand Development, Integrated Marketing, Sales Management, Account Management, Brand Management, Strategic Partnerships, Journalism, Event Management, Marketing Management, Mergers & Acquisitions, Competitive Analysis, Pitch Development, Investment Banking, Research, Political Campaigns, Debate, Speech, Critical Thinking
Education
University of Pennsylvania - The Wharton School 2014 — 2018
Bachelor of Science (B.S.), Finance, Computer Science
The Riverside Company May 2015 - August 2015
Lynx Financial 德石资本 June 2014 - August 2014
Morgan Stanley Wealth Management January 2014 - June 2014
Columbia University Medical Center May 2013 - June 2014
Entrepreneur Growth Capital June 2013 - September 2013
Tiedemann Investment Group June 2011 - September 2011
Skills
Public Speaking, Entrepreneurship, Social Media, Advertising, Marketing Strategy, Public Relations, Strategic Planning, Email Marketing, Social Media Marketing, Marketing Research, Event Planning, Social Networking, New Business Development, Market Research, Online Advertising, Software Development, Online Marketing, Direct Marketing, Marketing, Marketing Communications, Digital Marketing, Sales, Digital Media, Analysis, Brand Development, Integrated Marketing, Sales Management, Account Management, Brand Management, Strategic Partnerships, Journalism, Event Management, Marketing Management, Mergers & Acquisitions, Competitive Analysis, Pitch Development, Investment Banking, Research, Political Campaigns, Debate, Speech, Critical Thinking
Education
University of Pennsylvania - The Wharton School 2014 — 2018
Bachelor of Science (B.S.), Finance, Computer Science
Carlos Joey Dardon Carlos Joey Dardon's Morgan Stanley Wealth Management Experience January 2014 - Present
Job Senior RCSA at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2014 - Present
Wells Fargo Advisors, LLC June 2013 - January 2014
Wells Fargo Advisors, LLC July 2012 - June 2013
Wells Fargo Advisors, LLC August 2011 - July 2012
Aerotek (contract for Wells Fargo Advisors, LLC) January 2011 - August 2011
Tailor Research May 2009 - May 2010
Thomson Reuters April 2008 - November 2009
Conifer Financial Services December 2007 - April 2008
Thomson Reuters January 2007 - December 2007
Education
University of San Francisco - Masagung Graduate School of Management
Master of Science (M.S.), Financial Analysis
University of Utah
Bachelor of Science (B.S.), Economics
Morgan Stanley Wealth Management January 2014 - Present
Wells Fargo Advisors, LLC June 2013 - January 2014
Wells Fargo Advisors, LLC July 2012 - June 2013
Wells Fargo Advisors, LLC August 2011 - July 2012
Aerotek (contract for Wells Fargo Advisors, LLC) January 2011 - August 2011
Tailor Research May 2009 - May 2010
Thomson Reuters April 2008 - November 2009
Conifer Financial Services December 2007 - April 2008
Thomson Reuters January 2007 - December 2007
Education
University of San Francisco - Masagung Graduate School of Management
Master of Science (M.S.), Financial Analysis
University of Utah
Bachelor of Science (B.S.), Economics
Linda Dodson Linda Dodson's Morgan Stanley Wealth Management Experience August 2004 - May 2011
Job Frontier Communications
Industry Staffing and Recruiting
Experience
The Seaton Companies / Staff Management / Frontier Communications June 2014 - Present
PeopleScout September 2012 - May 2014
Morgan Stanley Wealth Management August 2004 - May 2011
Skills
Management, Customer Service, Recruiting, Research, Screening Resumes, Strategic Sourcing, Performance Auditing, Job Postings, Online Research, Project Planning, Applicant Tracking..., Microsoft Excel, Microsoft Word, Photoshop, Microsoft Office, PowerPoint, Windows, Outlook, Loan Origination, Credit Analysis, Loan Closings, USA PATRIOT Act, Sourcing, Time Management, Call Centers, Building Relationships, Training, Spanish, Managing Accounts, Team Leadership, Credit, Vendor Management, Hiring, Analysis, Team Building, Teamwork, Finance, Risk Management, Cold Calling, Job Fairs, Coaching, Internet Recruiting, Interviews, Temporary Placement, Social Media, Access, Talent Acquisition, PeopleSoft, Team-oriented, Recruitment Advertising
Education
University of Phoenix
The Seaton Companies / Staff Management / Frontier Communications June 2014 - Present
PeopleScout September 2012 - May 2014
Morgan Stanley Wealth Management August 2004 - May 2011
Skills
Management, Customer Service, Recruiting, Research, Screening Resumes, Strategic Sourcing, Performance Auditing, Job Postings, Online Research, Project Planning, Applicant Tracking..., Microsoft Excel, Microsoft Word, Photoshop, Microsoft Office, PowerPoint, Windows, Outlook, Loan Origination, Credit Analysis, Loan Closings, USA PATRIOT Act, Sourcing, Time Management, Call Centers, Building Relationships, Training, Spanish, Managing Accounts, Team Leadership, Credit, Vendor Management, Hiring, Analysis, Team Building, Teamwork, Finance, Risk Management, Cold Calling, Job Fairs, Coaching, Internet Recruiting, Interviews, Temporary Placement, Social Media, Access, Talent Acquisition, PeopleSoft, Team-oriented, Recruitment Advertising
Education
University of Phoenix
Chris Canter Chris Canter's Morgan Stanley Wealth Management Experience January 2003 - January 2006
Job Execution Specialist at Trade Counselors
Industry Financial Services
Experience
Trade Counselors January 2011 - Present
Resona Bank January 2007 - January 2010
Morgan Stanley Wealth Management January 2003 - January 2006
Skills
Banking, Financial Analysis, International Trade, Trade Finance, High Yield Bonds, CMO management, Credit, Trading, Finance
Education
University of Pennsylvania - The Wharton School
Bachelor of Commerce (BCom), Banking and Financial Support Services
Trade Counselors January 2011 - Present
Resona Bank January 2007 - January 2010
Morgan Stanley Wealth Management January 2003 - January 2006
Skills
Banking, Financial Analysis, International Trade, Trade Finance, High Yield Bonds, CMO management, Credit, Trading, Finance
Education
University of Pennsylvania - The Wharton School
Bachelor of Commerce (BCom), Banking and Financial Support Services
Dirk Cason's Morgan Stanley Wealth Management Experience October 2013 - July 2014
Job Private Wealth Management Intern, Morgan Stanley
Industry Financial Services
Experience
CB Marista September 2014 - December 2014
Morgan Stanley Wealth Management October 2013 - July 2014
Innocean USA June 2013 - August 2013
University of San Francisco August 2012 - August 2013
The Bold Italic April 2013 - May 2013
Hyatt Regency May 2012 - August 2012
Fossil August 2011 - December 2011
Skills
Sales, Teamwork, PowerPoint, Microsoft Office, Public Speaking, Time Management, Customer Service, Microsoft Word, Facebook, Market Research, Microsoft Excel, Analysis, Cooking, Cold Calling, Economics, Basecamp, Employee Training, Social Media, App Product Design, Social Networking, Team Synergy
Education
University of San Francisco 2011 — 2015
International Studies, Focus in Economics; Minor in European Studies, Senior
CB Marista September 2014 - December 2014
Morgan Stanley Wealth Management October 2013 - July 2014
Innocean USA June 2013 - August 2013
University of San Francisco August 2012 - August 2013
The Bold Italic April 2013 - May 2013
Hyatt Regency May 2012 - August 2012
Fossil August 2011 - December 2011
Skills
Sales, Teamwork, PowerPoint, Microsoft Office, Public Speaking, Time Management, Customer Service, Microsoft Word, Facebook, Market Research, Microsoft Excel, Analysis, Cooking, Cold Calling, Economics, Basecamp, Employee Training, Social Media, App Product Design, Social Networking, Team Synergy
Education
University of San Francisco 2011 — 2015
International Studies, Focus in Economics; Minor in European Studies, Senior
Joyce Zhou Joyce Zhou's Morgan Stanley Wealth Management Experience March 2013 - October 2013
Job CFA Level I Candidate
Industry Financial Services
Experience
Goldman Sachs June 2015 - Present
Goldman Sachs May 2014 - August 2014
21st Century Fox January 2014 - May 2014
ZTE December 2013 - January 2014
USC Marshall School of Business September 2012 - January 2014
Morgan Stanley Wealth Management March 2013 - October 2013
KPMG China January 2013 - January 2013
CHINA-US BUSINESS SUMMIT MAY 2012 April 2012 - May 2012
DDmap June 2010 - March 2011
Itrendi June 2007 - September 2007
Skills
Java, Microsoft Office, Actuary, Market Research, Windows, Financial Analysis, Financial Modeling, Microsoft Word, Management, Research, Leadership
Education
University of Southern California 2011 — 2015
Bachelor of Accounting and Bachelor of Business Administration, Accounting and Finance, 3.7
Shanghai Pudong Foreign Language School
Goldman Sachs June 2015 - Present
Goldman Sachs May 2014 - August 2014
21st Century Fox January 2014 - May 2014
ZTE December 2013 - January 2014
USC Marshall School of Business September 2012 - January 2014
Morgan Stanley Wealth Management March 2013 - October 2013
KPMG China January 2013 - January 2013
CHINA-US BUSINESS SUMMIT MAY 2012 April 2012 - May 2012
DDmap June 2010 - March 2011
Itrendi June 2007 - September 2007
Skills
Java, Microsoft Office, Actuary, Market Research, Windows, Financial Analysis, Financial Modeling, Microsoft Word, Management, Research, Leadership
Education
University of Southern California 2011 — 2015
Bachelor of Accounting and Bachelor of Business Administration, Accounting and Finance, 3.7
Shanghai Pudong Foreign Language School
Brandon M. Curneen, CIMA's Morgan Stanley Wealth Management Experience August 2009 - July 2012
Job DA Davidson
Industry Financial Services
Experience
Davidson Companies January 2013 - Present
Glacier Peak Capital July 2012 - January 2013
Morgan Stanley Wealth Management August 2009 - July 2012
Morgan Stanley Wealth Management September 2006 - August 2009
Morgan Stanley Wealth Management June 2005 - September 2006
Skills
Investments, Accounting, Banking, Financial Analysis, Asset Management, Asset Allocation, Account Management, Risk Management, Strategic Planning, Insurance, Customer Service, Microsoft Excel, Negotiation, Public Speaking, Business Strategy, Microsoft Word
Education
University of Washington, Michael G. Foster School of Business 2001 — 2005
Bachelor of Arts (B.A.), Finance
Wharton School of Business 2008 — 2008
CIMA (Certified Investment Management Analyst)
Davidson Companies January 2013 - Present
Glacier Peak Capital July 2012 - January 2013
Morgan Stanley Wealth Management August 2009 - July 2012
Morgan Stanley Wealth Management September 2006 - August 2009
Morgan Stanley Wealth Management June 2005 - September 2006
Skills
Investments, Accounting, Banking, Financial Analysis, Asset Management, Asset Allocation, Account Management, Risk Management, Strategic Planning, Insurance, Customer Service, Microsoft Excel, Negotiation, Public Speaking, Business Strategy, Microsoft Word
Education
University of Washington, Michael G. Foster School of Business 2001 — 2005
Bachelor of Arts (B.A.), Finance
Wharton School of Business 2008 — 2008
CIMA (Certified Investment Management Analyst)
Matthew Guerrera's Morgan Stanley Wealth Management Experience September 2012 - February 2013
Job Incident Response & Resiliency
Industry Financial Services
Experience
Resilient Systems, Inc. August 2015 - Present
JPMorgan Chase September 2013 - August 2015
Morgan Stanley Wealth Management September 2012 - February 2013
UBS August 2010 - December 2010
Skills
Excel, Financial Analysis, PowerPoint, Word, Research, Finance, Data Analysis, Microsoft Word, Microsoft Office, Financial Modeling, Microsoft Excel, Market Research, Teamwork
Education
University of Rhode Island 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Resilient Systems, Inc. August 2015 - Present
JPMorgan Chase September 2013 - August 2015
Morgan Stanley Wealth Management September 2012 - February 2013
UBS August 2010 - December 2010
Skills
Excel, Financial Analysis, PowerPoint, Word, Research, Finance, Data Analysis, Microsoft Word, Microsoft Office, Financial Modeling, Microsoft Excel, Market Research, Teamwork
Education
University of Rhode Island 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Amanda Gail Harper's Morgan Stanley Wealth Management Experience 1989 - 1998
Job Executive Assistant
Industry Financial Services
Experience
JJ Edwards Financial Group January 2010 - December 2014
Windham Brannon February 2009 - November 2009
Concerts R Us September 2005 - January 2009
Pfizer 2001 - 2003
Starwood Hotels & Resorts Worldwide, Inc. 1998 - 2000
Morgan Stanley Wealth Management 1989 - 1998
Skills
Management, Customer Service, Strategic Planning, Microsoft Word, Microsoft Excel, PowerPoint, Public Speaking, Leadership, Event Planning
Education
University of Phoenix 2008 — 2010
AAB, Associates in Business Management
JJ Edwards Financial Group January 2010 - December 2014
Windham Brannon February 2009 - November 2009
Concerts R Us September 2005 - January 2009
Pfizer 2001 - 2003
Starwood Hotels & Resorts Worldwide, Inc. 1998 - 2000
Morgan Stanley Wealth Management 1989 - 1998
Skills
Management, Customer Service, Strategic Planning, Microsoft Word, Microsoft Excel, PowerPoint, Public Speaking, Leadership, Event Planning
Education
University of Phoenix 2008 — 2010
AAB, Associates in Business Management
Kirstyn Lee Kirstyn Lee's Morgan Stanley Wealth Management Experience April 2014 - August 2014
Job Assistant Financial Analyst at Albert A. Webb Associates
Industry Higher Education
Experience
Albert A. Webb Associates August 2015 - Present
Patrick Mason Phd, Consulting Economist October 2013 - July 2015
Morgan Stanley Wealth Management April 2014 - August 2014
University of San Francisco January 2012 - January 2014
Jada Toys June 2012 - July 2012
Jada Toys June 2010 - August 2010
Skills
Customer Service, Market Research, Problem Solving, Social Media Marketing, Marketing, Research, Photoshop, Product Development, Event Planning, Competitive Analysis, Management, PowerPoint, Spanish, Editing, Data Analysis, Public Speaking, Teamwork, Microsoft Office, Microsoft Excel
Education
University of San Francisco 2013 — 2015
Master's Degree, Economics, Financial Concentration, 4.0
University of San Francisco 2011 — 2014
Bachelor's Degree, Economics, Financial Concentration, Summa Cum Laude
Troy High School
Albert A. Webb Associates August 2015 - Present
Patrick Mason Phd, Consulting Economist October 2013 - July 2015
Morgan Stanley Wealth Management April 2014 - August 2014
University of San Francisco January 2012 - January 2014
Jada Toys June 2012 - July 2012
Jada Toys June 2010 - August 2010
Skills
Customer Service, Market Research, Problem Solving, Social Media Marketing, Marketing, Research, Photoshop, Product Development, Event Planning, Competitive Analysis, Management, PowerPoint, Spanish, Editing, Data Analysis, Public Speaking, Teamwork, Microsoft Office, Microsoft Excel
Education
University of San Francisco 2013 — 2015
Master's Degree, Economics, Financial Concentration, 4.0
University of San Francisco 2011 — 2014
Bachelor's Degree, Economics, Financial Concentration, Summa Cum Laude
Troy High School
Catherine Robinson Catherine Robinson's Morgan Stanley Wealth Management Experience February 2014 - June 2015
Job Registered Client Service Associate at UBS Financial Services Inc
Industry Financial Services
Experience
UBS August 2015 - Present
Morgan Stanley June 2015 - August 2015
Morgan Stanley Wealth Management February 2014 - June 2015
Morgan Stanley Wealth Management May 2013 - January 2014
Morgan Stanley Wealth Management January 2013 - May 2013
The Veloz Group May 2012 - August 2012
Avalon Advisors, LLC July 2009 - July 2009
Skills
Research, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Windows, Outlook, Photoshop, HTML, Editing, Economics, Business, Social Media Marketing, Economy, Economic Research, Statistics, Photography, Series 7, Series 63, Series 65
Education
University of Southern California 2009 — 2013
Bachelor of Arts (BA), Economics
The Kinkaid School 2002 — 2009
UBS August 2015 - Present
Morgan Stanley June 2015 - August 2015
Morgan Stanley Wealth Management February 2014 - June 2015
Morgan Stanley Wealth Management May 2013 - January 2014
Morgan Stanley Wealth Management January 2013 - May 2013
The Veloz Group May 2012 - August 2012
Avalon Advisors, LLC July 2009 - July 2009
Skills
Research, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Windows, Outlook, Photoshop, HTML, Editing, Economics, Business, Social Media Marketing, Economy, Economic Research, Statistics, Photography, Series 7, Series 63, Series 65
Education
University of Southern California 2009 — 2013
Bachelor of Arts (BA), Economics
The Kinkaid School 2002 — 2009
Jorge Insignares (MBA)'s Morgan Stanley Wealth Management Experience July 2012 - Present
Job Financial Advisor & Global Wealth Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2012 - Present
Wells Fargo Advisors June 2010 - June 2012
E*TRADE Financial Corporation November 2007 - May 2010
Skills
Wealth Management, Finance, Financial Services, Customer Service, Series 7, Retirement Planning, Series 63, Mutual Funds, Asset Allocation, Retirement, Investment Advisory, 401k, Strategic Financial..., Series 65, Financial Planning, Portfolio Management
Education
University of Phoenix 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Utah 2001 — 2005
Bachelor's Degree, Business/Spanish
Morgan Stanley Wealth Management July 2012 - Present
Wells Fargo Advisors June 2010 - June 2012
E*TRADE Financial Corporation November 2007 - May 2010
Skills
Wealth Management, Finance, Financial Services, Customer Service, Series 7, Retirement Planning, Series 63, Mutual Funds, Asset Allocation, Retirement, Investment Advisory, 401k, Strategic Financial..., Series 65, Financial Planning, Portfolio Management
Education
University of Phoenix 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Utah 2001 — 2005
Bachelor's Degree, Business/Spanish
Scott Ishikawa's Morgan Stanley Wealth Management Experience March 2006 - May 2013
Job Former Financial Advisor
Industry Financial Services
Experience
HomeStreet Investment Services May 2015 - September 2015
Wealth Strategy Partners, LLC May 2013 - April 2014
Morgan Stanley Wealth Management March 2006 - May 2013
Morgan Stanley Wealth Management 2008 - 2011
Skills
Series 7, Wealth Management, Retirement Planning, Mutual Funds, Investments, Strategic Financial..., Asset Allocation, Series 63, Retirement, Investment Strategies, Alternative Investments, Investment Advisory, Series 65, Portfolio Management, 401k Rollovers, Insurance, Financial Services, ETFs, Finance, Securities, Small Business, Asset Management, Financial Advisory, Equities, IRAs, Life Insurance, Variable Annuities, Saving for Education, Long-term Care, Relationship Management, Investment Management, Bonds, Wealth Management..., Fixed Annuities, 401k, Wealth, 529 Plans, Separately Managed..., Asset Managment, Fixed Income, Disability Insurance, Term Life Insurance, Trading, Wealth Accumulation, College Savings Plans, Roth IRA, Management, Leadership, Financial Planning
Education
University of Southern California 1999 — 2002
Bachelor of Science (BS), magna cum laude, Finance and Business Economics
Iolani School 1993 — 1999
High School, High School/Secondary Diplomas and Certificates
HomeStreet Investment Services May 2015 - September 2015
Wealth Strategy Partners, LLC May 2013 - April 2014
Morgan Stanley Wealth Management March 2006 - May 2013
Morgan Stanley Wealth Management 2008 - 2011
Skills
Series 7, Wealth Management, Retirement Planning, Mutual Funds, Investments, Strategic Financial..., Asset Allocation, Series 63, Retirement, Investment Strategies, Alternative Investments, Investment Advisory, Series 65, Portfolio Management, 401k Rollovers, Insurance, Financial Services, ETFs, Finance, Securities, Small Business, Asset Management, Financial Advisory, Equities, IRAs, Life Insurance, Variable Annuities, Saving for Education, Long-term Care, Relationship Management, Investment Management, Bonds, Wealth Management..., Fixed Annuities, 401k, Wealth, 529 Plans, Separately Managed..., Asset Managment, Fixed Income, Disability Insurance, Term Life Insurance, Trading, Wealth Accumulation, College Savings Plans, Roth IRA, Management, Leadership, Financial Planning
Education
University of Southern California 1999 — 2002
Bachelor of Science (BS), magna cum laude, Finance and Business Economics
Iolani School 1993 — 1999
High School, High School/Secondary Diplomas and Certificates
Jan Ford, CMFC® Jan Ford, CMFC®'s Morgan Stanley Wealth Management Experience January 2014 - October 2014
Job Client Service Associate at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services October 2014 - Present
Morgan Stanley Wealth Management January 2014 - October 2014
Edelman Financial Services January 2012 - January 2014
MetLife July 2011 - January 2012
Liberty Financial Consultants February 2010 - July 2011
Chris Stone Inc 2004 - 2009
Skills
Wealth Management, Retirement, Accounting, Cash Management, Tax Preparation
Education
University of San Francisco
Bachelor of Science in Business Administration, Accounting
Edelman Financial Services October 2014 - Present
Morgan Stanley Wealth Management January 2014 - October 2014
Edelman Financial Services January 2012 - January 2014
MetLife July 2011 - January 2012
Liberty Financial Consultants February 2010 - July 2011
Chris Stone Inc 2004 - 2009
Skills
Wealth Management, Retirement, Accounting, Cash Management, Tax Preparation
Education
University of San Francisco
Bachelor of Science in Business Administration, Accounting
Rick Cortez Rick Cortez's Morgan Stanley Wealth Management Experience May 2014 - Present
Job Technology Training Specialist at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management May 2014 - Present
Altec July 2013 - April 2014
The Training Associates June 2011 - July 2013
SchoolsFirst Federal Credit Union February 2010 - April 2011
JPMorgan & Chase September 2007 - April 2009
Skills
Underwriting, Banking, Mortgage Lending, Credit, Loans, Loss Mitigation, Call Centers, Mortgage Servicing, Training, Analysis, Asset Management, Coaching, Finance, Hands-on Training, Leadership, Technical Training, Training Delivery, E-Learning, Employee Training, Financial Services, Loan Servicing, Risk Management
Education
University of Southern California 1998 — 2001
Business & Sociology
Morgan Stanley Wealth Management May 2014 - Present
Altec July 2013 - April 2014
The Training Associates June 2011 - July 2013
SchoolsFirst Federal Credit Union February 2010 - April 2011
JPMorgan & Chase September 2007 - April 2009
Skills
Underwriting, Banking, Mortgage Lending, Credit, Loans, Loss Mitigation, Call Centers, Mortgage Servicing, Training, Analysis, Asset Management, Coaching, Finance, Hands-on Training, Leadership, Technical Training, Training Delivery, E-Learning, Employee Training, Financial Services, Loan Servicing, Risk Management
Education
University of Southern California 1998 — 2001
Business & Sociology
Blaise Brunda Blaise Brunda's Morgan Stanley Wealth Management Experience September 2013 - June 2015
Job Associate Vice President, Business Service Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley Wealth Management September 2013 - June 2015
Morgan Stanley June 2012 - August 2013
Morgan Stanley Wealth Management March 2012 - June 2012
CIP Real Estate April 2011 - July 2011
Lexington Financial February 2008 - May 2010
Education
University of Southern California
Bachelor of Science (B.S.), Business Administration, Finance and Business Economics
Morgan Stanley June 2015 - Present
Morgan Stanley Wealth Management September 2013 - June 2015
Morgan Stanley June 2012 - August 2013
Morgan Stanley Wealth Management March 2012 - June 2012
CIP Real Estate April 2011 - July 2011
Lexington Financial February 2008 - May 2010
Education
University of Southern California
Bachelor of Science (B.S.), Business Administration, Finance and Business Economics
James Wolf's Morgan Stanley Wealth Management Experience August 2009 - July 2013
Job Financial Advisor | Senior Portfolio Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
Morgan Stanley Wealth Management August 2009 - July 2013
Wells Fargo Advisors December 2006 - August 2009
Education
University of South Carolina - Darla Moore School of Business 2001 — 2005
Bachelor of Science in Business Administration, Finance, Marketing, Political Science
Merrill Lynch July 2013 - Present
Morgan Stanley Wealth Management August 2009 - July 2013
Wells Fargo Advisors December 2006 - August 2009
Education
University of South Carolina - Darla Moore School of Business 2001 — 2005
Bachelor of Science in Business Administration, Finance, Marketing, Political Science
Erin Skurka's Morgan Stanley Wealth Management Experience May 2013 - August 2013
Job Senior Analyst, Cash & Collateral Management, Northern Trust Hedge Fund Services
Industry Financial Services
Experience
Northern Trust Hedge Fund Services July 2014 - Present
Pi Beta Phi January 2013 - January 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Endodontic & Periodontic Associates June 2011 - June 2012
Skills
Microsoft Office, Organization, Microsoft Excel, Teamwork, Leadership, PowerPoint, Budgets, Time Management, Finance
Education
Indiana University - Kelley School of Business 2010 — 2014
Finance, Bachelor of Science in Business
University of Oxford 2012 — 2012
Comparative Environmental Policy, Global Governance of Climate Change
Northern Trust Hedge Fund Services July 2014 - Present
Pi Beta Phi January 2013 - January 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Endodontic & Periodontic Associates June 2011 - June 2012
Skills
Microsoft Office, Organization, Microsoft Excel, Teamwork, Leadership, PowerPoint, Budgets, Time Management, Finance
Education
Indiana University - Kelley School of Business 2010 — 2014
Finance, Bachelor of Science in Business
University of Oxford 2012 — 2012
Comparative Environmental Policy, Global Governance of Climate Change
Clyde Jensen's Morgan Stanley Wealth Management Experience September 2012 - Present
Job Financial Services at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2012 - Present
Morgan Stanley September 2012 - Present
Edward Jones March 2008 - September 2012
CAJE Holdings, Inc March 2007 - December 2008
Jensen & crain Entertainment, Inc April 2001 - February 2007
Liquid Designs 2004 - 2006
Alltel 2003 - 2004
Tampa Electric 2001 - 2003
Raytheon 1999 - 2001
Tampa Electric 1996 - 1999
Skills
Strategic Financial..., Cost Accounting, Staff Management, Press Releases, Accounting System, Community Development, Strategic Planning, Project Management, Sales Management, Budgets, Team Building, New Business Development, Leadership, Start-ups, Business Development, Sales, Training, Time Management, Finance, Marketing, Customer Service, Investments, Management, Vendor Management
Education
University of South Florida 1995 — 1999
BSEE, Electrical Engineering
Morgan Stanley Wealth Management September 2012 - Present
Morgan Stanley September 2012 - Present
Edward Jones March 2008 - September 2012
CAJE Holdings, Inc March 2007 - December 2008
Jensen & crain Entertainment, Inc April 2001 - February 2007
Liquid Designs 2004 - 2006
Alltel 2003 - 2004
Tampa Electric 2001 - 2003
Raytheon 1999 - 2001
Tampa Electric 1996 - 1999
Skills
Strategic Financial..., Cost Accounting, Staff Management, Press Releases, Accounting System, Community Development, Strategic Planning, Project Management, Sales Management, Budgets, Team Building, New Business Development, Leadership, Start-ups, Business Development, Sales, Training, Time Management, Finance, Marketing, Customer Service, Investments, Management, Vendor Management
Education
University of South Florida 1995 — 1999
BSEE, Electrical Engineering
Joe Laetsch Joe Laetsch's Morgan Stanley Wealth Management Experience June 2013 - August 2015
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley Wealth Management June 2013 - August 2015
Order of Omega April 2012 - May 2013
Mortar Board April 2012 - May 2013
Obsidian Investors Association October 2011 - May 2013
Undergraduate Student Investment Fund April 2012 - April 2013
Morgan Stanley Smith Barney June 2012 - August 2012
iChill Beverages LLC January 2012 - May 2012
Kappa Sigma Fraternity January 2011 - September 2011
Broidy Capital Management May 2011 - August 2011
Skills
Investments, PowerPoint, Microsoft Excel, Microsoft Office, Series 7, Series 63, Bloomberg
Education
Marshall School of Business 2009 — 2013
B.S. Business Administration, Investments and Financial Markets
University of Southern California 2009 — 2013
Bachelor of Science (BS), Business Administration - Investments and Financial Markets
Morgan Stanley August 2015 - Present
Morgan Stanley Wealth Management June 2013 - August 2015
Order of Omega April 2012 - May 2013
Mortar Board April 2012 - May 2013
Obsidian Investors Association October 2011 - May 2013
Undergraduate Student Investment Fund April 2012 - April 2013
Morgan Stanley Smith Barney June 2012 - August 2012
iChill Beverages LLC January 2012 - May 2012
Kappa Sigma Fraternity January 2011 - September 2011
Broidy Capital Management May 2011 - August 2011
Skills
Investments, PowerPoint, Microsoft Excel, Microsoft Office, Series 7, Series 63, Bloomberg
Education
Marshall School of Business 2009 — 2013
B.S. Business Administration, Investments and Financial Markets
University of Southern California 2009 — 2013
Bachelor of Science (BS), Business Administration - Investments and Financial Markets
Andrea Casaw Andrea Casaw's Morgan Stanley Wealth Management Experience March 2008 - Present
Job Financial Advisor at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2008 - Present
Bear Stearns January 2007 - March 2008
Encore Credit Corp 2002 - 2007
Firstsource August 2000 - April 2002
Anheuser-Busch, Inc. August 1995 - August 2000
Skills
Financial Analysis, Investments, Asset Managment, Financial Modeling, Portfolio Management
Education
University of Southern California 1999 — 2001
MBA, Strategic Management
University of Southern California - Marshall School of Business 1991 — 1995
BS - BUAD, Entrepreneurship
Morgan Stanley Wealth Management March 2008 - Present
Bear Stearns January 2007 - March 2008
Encore Credit Corp 2002 - 2007
Firstsource August 2000 - April 2002
Anheuser-Busch, Inc. August 1995 - August 2000
Skills
Financial Analysis, Investments, Asset Managment, Financial Modeling, Portfolio Management
Education
University of Southern California 1999 — 2001
MBA, Strategic Management
University of Southern California - Marshall School of Business 1991 — 1995
BS - BUAD, Entrepreneurship
Tristan Metroze Tristan Metroze's Morgan Stanley Wealth Management Experience 2012 - 2014
Job Student at Columbia University
Industry Hospital & Health Care
Experience
Morgan Stanley Wealth Management 2012 - 2014
VA Healthcare Pittsburgh 2008 - 2010
US Navy 2001 - 2008
Education
Columbia University in the City of New York 2014 — 2015
Postbac Premed
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2009 — 2011
MBA, Finance and Marketing
Strayer University 2004 — 2008
Bachelor of Science, International Business
Morgan Stanley Wealth Management 2012 - 2014
VA Healthcare Pittsburgh 2008 - 2010
US Navy 2001 - 2008
Education
Columbia University in the City of New York 2014 — 2015
Postbac Premed
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2009 — 2011
MBA, Finance and Marketing
Strayer University 2004 — 2008
Bachelor of Science, International Business
Peter Coker Peter Coker's Morgan Stanley Wealth Management Experience April 2011 - March 2013
Job Managing Director at Redhill Global Investments
Industry Capital Markets
Experience
Redhill Global Investments March 2013 - Present
Deebee Company Limited October 2013 - Present
SunTrust Bank March 2013 - October 2013
Morgan Stanley Wealth Management April 2011 - March 2013
Wells Fargo December 2007 - March 2011
Goal Mortgage Funding, Inc. January 2006 - September 2007
Skills
Portfolio Management, Real Estate Development, Property Management, Investment Properties, Commercial Banking, Mortgage Banking, Marketing Strategy, Digital Marketing, Sales Management, Equity Trading, Options Strategies, Direct Sales, Construction, Strategic Consulting, Management Consulting, Telecommunications, Strategic Marketing..., Business Development, Customer Service, Banking
Education
University of South Alabama 2001 — 2005
Bachelor of Science (B.S.), Finance
Redhill Global Investments March 2013 - Present
Deebee Company Limited October 2013 - Present
SunTrust Bank March 2013 - October 2013
Morgan Stanley Wealth Management April 2011 - March 2013
Wells Fargo December 2007 - March 2011
Goal Mortgage Funding, Inc. January 2006 - September 2007
Skills
Portfolio Management, Real Estate Development, Property Management, Investment Properties, Commercial Banking, Mortgage Banking, Marketing Strategy, Digital Marketing, Sales Management, Equity Trading, Options Strategies, Direct Sales, Construction, Strategic Consulting, Management Consulting, Telecommunications, Strategic Marketing..., Business Development, Customer Service, Banking
Education
University of South Alabama 2001 — 2005
Bachelor of Science (B.S.), Finance
Adam Blair Adam Blair's Morgan Stanley Wealth Management Experience May 1995 - May 2002
Job Director of Business Development and Project Advisor at Kingsberg Medical Group
Industry Biotechnology
Experience
Kingsberg Medical Group February 2012 - Present
The Pacific Institute February 2011 - February 2012
Novartis Institutes for BioMedical Research April 2006 - March 2010
Teva Pharmaceuticals February 2002 - March 2006
Morgan Stanley Wealth Management May 1995 - May 2002
Skills
Sales Management, New Business Development, Customer Relations, Business Planning, Strategic Planning, Marketing Strategy, Budgeting, Business Strategy, Account Management, Team Building, Coaching, Management Consulting, Leadership Development, Change Management, Team Leadership, Product Development, Organizational..., Customer Service, Marketing Communications, Problem Solving, Promotions, Portfolio Management, Financial Analysis, Budget Management, Financial Planning, Research, Investments, Strategic Partnerships, Strategy Development, Word, Excel, Start-ups, Contract Negotiation, Entrepreneur, Active Learning, Relationship Cultivation, Client Loyalty, Client Experience, Entrepreneurship, Strategy, Market Research, Cross-functional Team..., Business Development, Leadership, Marketing, Sales, Competitive Analysis, Executive Management, Management, Public Speaking
Education
University of South Florida 2002 — 2004
Interdisciplinary Life Sciences and Medicine, Life Sciences and Medicine
University of South Florida 1987 — 1992
Bachelor of Science, Business and Personal/Financial Services Marketing Operations
Kingsberg Medical Group February 2012 - Present
The Pacific Institute February 2011 - February 2012
Novartis Institutes for BioMedical Research April 2006 - March 2010
Teva Pharmaceuticals February 2002 - March 2006
Morgan Stanley Wealth Management May 1995 - May 2002
Skills
Sales Management, New Business Development, Customer Relations, Business Planning, Strategic Planning, Marketing Strategy, Budgeting, Business Strategy, Account Management, Team Building, Coaching, Management Consulting, Leadership Development, Change Management, Team Leadership, Product Development, Organizational..., Customer Service, Marketing Communications, Problem Solving, Promotions, Portfolio Management, Financial Analysis, Budget Management, Financial Planning, Research, Investments, Strategic Partnerships, Strategy Development, Word, Excel, Start-ups, Contract Negotiation, Entrepreneur, Active Learning, Relationship Cultivation, Client Loyalty, Client Experience, Entrepreneurship, Strategy, Market Research, Cross-functional Team..., Business Development, Leadership, Marketing, Sales, Competitive Analysis, Executive Management, Management, Public Speaking
Education
University of South Florida 2002 — 2004
Interdisciplinary Life Sciences and Medicine, Life Sciences and Medicine
University of South Florida 1987 — 1992
Bachelor of Science, Business and Personal/Financial Services Marketing Operations
Tom Shevlin Tom Shevlin's Morgan Stanley Wealth Management Experience April 2013 - Present
Job Socially Responsible Investment Management | Financial Planning | Business Development
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2013 - Present
Island Communications, Inc. March 2009 - May 2014
Skills
Impact Investing, Social Enterprise, Social Entrepreneurship, Socially Responsible..., Small Business, Business Planning, Real Estate Transactions, New Business Development, Asset Management, Financial Risk, Wealth Management, Financial Services, Newspapers, Publications, New Media, Finance, Newspaper, Video, Newsletters, Journalism, Social Media, Storytelling, Public Speaking, Advertising, Real Estate
Education
University of Rhode Island
Political Science and Government
Morgan Stanley Wealth Management April 2013 - Present
Island Communications, Inc. March 2009 - May 2014
Skills
Impact Investing, Social Enterprise, Social Entrepreneurship, Socially Responsible..., Small Business, Business Planning, Real Estate Transactions, New Business Development, Asset Management, Financial Risk, Wealth Management, Financial Services, Newspapers, Publications, New Media, Finance, Newspaper, Video, Newsletters, Journalism, Social Media, Storytelling, Public Speaking, Advertising, Real Estate
Education
University of Rhode Island
Political Science and Government
Joshua Gau Joshua Gau's Morgan Stanley Wealth Management Experience January 2013 - December 2013
Job Registered Associate at Morgan Stanley Wealth Management
Industry
Experience
Morgan Stanley Wealth Management January 2013 - December 2013
Morgan Stanley Wealth Management December 2011 - December 2012
Golden Ox Consulting Co. LTD, May 2011 - July 2011
Bull Market Consulting Firm July 2007 - August 2007
First Sino Bank June 2007 - July 2007
Skills
Series 7, Series 66, Microsoft Office, Microsoft Excel, PowerPoint, Historical Research, Investment Research, Investments, Bloomberg, Morningstar
Education
University of Southern California 2009 — 2012
Bachelor of Arts (BA), History
University of Southern California - Marshall School of Business
Bachelor of Business Administration (BBA) (Leave of Absence)
Palos Verdes Peninsula High School 2005 — 2009
Morgan Stanley Wealth Management January 2013 - December 2013
Morgan Stanley Wealth Management December 2011 - December 2012
Golden Ox Consulting Co. LTD, May 2011 - July 2011
Bull Market Consulting Firm July 2007 - August 2007
First Sino Bank June 2007 - July 2007
Skills
Series 7, Series 66, Microsoft Office, Microsoft Excel, PowerPoint, Historical Research, Investment Research, Investments, Bloomberg, Morningstar
Education
University of Southern California 2009 — 2012
Bachelor of Arts (BA), History
University of Southern California - Marshall School of Business
Bachelor of Business Administration (BBA) (Leave of Absence)
Palos Verdes Peninsula High School 2005 — 2009
derek reque derek reque's Morgan Stanley Wealth Management Experience March 2013 - Present
Job Certified Personal Trainer
Industry Health, Wellness and Fitness
Experience
Bionik Training June 2013 - Present
Morgan Stanley Wealth Management March 2013 - Present
Skills
Training, Fitness Training, Great Motivator, Social Networking, Personal Training, Nutrition, Entrepreneurship, Account Management
Education
University of Phoenix 2006 — 2010
Bachelor's degree, Marketing
Bionik Training June 2013 - Present
Morgan Stanley Wealth Management March 2013 - Present
Skills
Training, Fitness Training, Great Motivator, Social Networking, Personal Training, Nutrition, Entrepreneurship, Account Management
Education
University of Phoenix 2006 — 2010
Bachelor's degree, Marketing
Gerald Imasdounian Gerald Imasdounian's Morgan Stanley Wealth Management Experience May 2013 - August 2013
Job Lead Research Analyst at Robbins Arroyo LLP
Industry Research
Experience
Robbins Arroyo LLP September 2015 - Present
Robbins Arroyo LLP June 2014 - September 2015
Morgan Stanley Wealth Management May 2013 - August 2013
One Film and video entertainment/one productions June 2012 - August 2012
Morgan Stanley Smith Barney May 2011 - August 2011
Education
University of San Diego 2010 — 2014
Bachelor of Business Administration (BBA), Business/Managerial Economics, Finance
Servite High School 2006 — 2010
High School
Robbins Arroyo LLP September 2015 - Present
Robbins Arroyo LLP June 2014 - September 2015
Morgan Stanley Wealth Management May 2013 - August 2013
One Film and video entertainment/one productions June 2012 - August 2012
Morgan Stanley Smith Barney May 2011 - August 2011
Education
University of San Diego 2010 — 2014
Bachelor of Business Administration (BBA), Business/Managerial Economics, Finance
Servite High School 2006 — 2010
High School
Derek Reque Derek Reque's Morgan Stanley Wealth Management Experience March 2013 - Present
Job Client Service Associate Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2013 - Present
Wells Fargo May 2012 - December 2012
Footlocker January 2001 - May 2012
Starwood Hotels & Resorts Worldwide, Inc. April 2010 - August 2010
Skills
•Microsoft Office Suite, MS Word, MS..., Lotus notes system, Store Management, Visual Merchandising, Loss Prevention, Merchandising, Retail Sales, Retail, CPFR, Store Operations, Profit, Inventory Control, Inventory Management, Assortment, Income Statement, POS, Planograms, Customer Service, Apparel, Customer Satisfaction, Sales, Fashion, Account Management, SharePoint, Excellent written and..., Superior interpersonal,...
Education
University of Phoenix 2006 — 2010
B.S., Marketing
Morgan Stanley Wealth Management March 2013 - Present
Wells Fargo May 2012 - December 2012
Footlocker January 2001 - May 2012
Starwood Hotels & Resorts Worldwide, Inc. April 2010 - August 2010
Skills
•Microsoft Office Suite, MS Word, MS..., Lotus notes system, Store Management, Visual Merchandising, Loss Prevention, Merchandising, Retail Sales, Retail, CPFR, Store Operations, Profit, Inventory Control, Inventory Management, Assortment, Income Statement, POS, Planograms, Customer Service, Apparel, Customer Satisfaction, Sales, Fashion, Account Management, SharePoint, Excellent written and..., Superior interpersonal,...
Education
University of Phoenix 2006 — 2010
B.S., Marketing
Traci M. Honda LaFlower Traci M. Honda LaFlower's Morgan Stanley Wealth Management Experience June 2012 - Present
Job at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2012 - Present
Morgan Stanley Smith Barney February 2011 - June 2012
Legacy Wealth Management February 2006 - January 2009
Ameriprise Financial January 2005 - January 2006
Skills
Finance, Series 7, Uniform Combined State..., Retirement Planning, Investments, Asset Allocation, Portfolio Management, Mutual Funds, Investment Advisory, Securities, Asset Management, Financial Advisory, Investment Management, Tax, Insurance, Trading, Equities
Education
University of San Francisco 1996 — 2000
B.S.B.A.
Morgan Stanley Wealth Management June 2012 - Present
Morgan Stanley Smith Barney February 2011 - June 2012
Legacy Wealth Management February 2006 - January 2009
Ameriprise Financial January 2005 - January 2006
Skills
Finance, Series 7, Uniform Combined State..., Retirement Planning, Investments, Asset Allocation, Portfolio Management, Mutual Funds, Investment Advisory, Securities, Asset Management, Financial Advisory, Investment Management, Tax, Insurance, Trading, Equities
Education
University of San Francisco 1996 — 2000
B.S.B.A.
Brett Signaigo Brett Signaigo's Morgan Stanley Wealth Management Experience June 2012 - June 2013
Job Wealth Adviser Associate at Morgan Stanley Private Wealth Management
Industry
Experience
Morgan Stanley Private Wealth Management July 2013 - Present
Morgan Stanley Wealth Management June 2012 - June 2013
University of San Diego May 2012 - September 2012
University of San Diego June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Teamwork, Outlook, Windows
Education
University of San Diego 2009 — 2013
BBA, Business/Managerial Economics
Morgan Stanley Private Wealth Management July 2013 - Present
Morgan Stanley Wealth Management June 2012 - June 2013
University of San Diego May 2012 - September 2012
University of San Diego June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Teamwork, Outlook, Windows
Education
University of San Diego 2009 — 2013
BBA, Business/Managerial Economics
Payton McCrossan Payton McCrossan's Morgan Stanley Wealth Management Experience May 2013 - August 2013
Job Product Specialist at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds December 2014 - Present
AXA June 2014 - October 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Kelly Pipe June 2012 - August 2012
Southern Spirits June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Financial Statement..., Financial Analysis, Financial Reporting, Management, Customer Service, Sales, Supply Chain Management, Investments, Financial Modeling, PowerPoint, Corporate Finance, Microsoft Word, Data Analysis
Education
University of South Carolina - The Moore School of Business 2010 — 2014
Bachelor of Science in Business, Investment Finance, Sport and Entertainment Management
Charlotte Country Day School 2006 — 2010
OppenheimerFunds December 2014 - Present
AXA June 2014 - October 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Kelly Pipe June 2012 - August 2012
Southern Spirits June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Financial Statement..., Financial Analysis, Financial Reporting, Management, Customer Service, Sales, Supply Chain Management, Investments, Financial Modeling, PowerPoint, Corporate Finance, Microsoft Word, Data Analysis
Education
University of South Carolina - The Moore School of Business 2010 — 2014
Bachelor of Science in Business, Investment Finance, Sport and Entertainment Management
Charlotte Country Day School 2006 — 2010
Alan Joseph Testa Alan Joseph Testa's Morgan Stanley Wealth Management Experience May 2006 - June 2007
Job Senior Financial Consultant at BankRI
Industry Financial Services
Experience
Bank Rhode Island June 2009 - Present
UBS Wealth Management June 2007 - June 2009
Morgan Stanley Wealth Management May 2006 - June 2007
Skills
Investments, Finance, Training, Financial Advisory, Securities, Banking, Mortgage Lending, Portfolio Management, Loans, Risk Management, Financial Analysis, Credit
Education
University of Rhode Island - College of Business Administration 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General, 3.2
Classical High School 1998 — 2002
College prep, College Prep
Bank Rhode Island June 2009 - Present
UBS Wealth Management June 2007 - June 2009
Morgan Stanley Wealth Management May 2006 - June 2007
Skills
Investments, Finance, Training, Financial Advisory, Securities, Banking, Mortgage Lending, Portfolio Management, Loans, Risk Management, Financial Analysis, Credit
Education
University of Rhode Island - College of Business Administration 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General, 3.2
Classical High School 1998 — 2002
College prep, College Prep
Adrian Rodrigues's Morgan Stanley Wealth Management Experience June 2012 - July 2013
Job North America Sales and Distribution at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management July 2013 - Present
Morgan Stanley Wealth Management June 2012 - July 2013
Morgan Stanley Wealth Management June 2010 - June 2012
JP Morgan June 2009 - August 2009
Goldman Sachs June 2008 - August 2008
Education
Williams College
BA, English
Oxford University
Morgan Stanley Investment Management July 2013 - Present
Morgan Stanley Wealth Management June 2012 - July 2013
Morgan Stanley Wealth Management June 2010 - June 2012
JP Morgan June 2009 - August 2009
Goldman Sachs June 2008 - August 2008
Education
Williams College
BA, English
Oxford University
Christopher Flowers's Morgan Stanley Wealth Management Experience December 2012 - August 2013
Job Financial Advisor Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management December 2012 - August 2013
Christians 4 Biz July 2011 - December 2012
Wells Fargo Bank October 2002 - August 2011
Candidate for US Congress CD7 2010 - 2010
Charles Schwab August 1998 - October 2002
Skills
Business Networking, New Business Development, Business Solutions, Small Business, Business Intelligence, Strategic Planning, Team Leadership, CRM, Entrepreneurship, Start-ups, Lead Generation, Marketing, Management Consulting, Management, Finance, Business Development, Leadership, Banking, Sales Process, Project Management, Business Planning, Executive Management, Direct Sales, Team Building, Cold Calling, Sales Presentations, Marketing Strategy, Strategy, Selling, Program Management, Process Improvement, Social Networking, Strategic Partnerships, Sales Management, Sales, Investments, Social Media Marketing, Risk Management, Business Strategy, Account Management, Budgets, Negotiation
Education
University of Phoenix 2003 — 2006
B.S., Marketing
Danbury High 1987 — 1989
Morgan Stanley Wealth Management December 2012 - August 2013
Christians 4 Biz July 2011 - December 2012
Wells Fargo Bank October 2002 - August 2011
Candidate for US Congress CD7 2010 - 2010
Charles Schwab August 1998 - October 2002
Skills
Business Networking, New Business Development, Business Solutions, Small Business, Business Intelligence, Strategic Planning, Team Leadership, CRM, Entrepreneurship, Start-ups, Lead Generation, Marketing, Management Consulting, Management, Finance, Business Development, Leadership, Banking, Sales Process, Project Management, Business Planning, Executive Management, Direct Sales, Team Building, Cold Calling, Sales Presentations, Marketing Strategy, Strategy, Selling, Program Management, Process Improvement, Social Networking, Strategic Partnerships, Sales Management, Sales, Investments, Social Media Marketing, Risk Management, Business Strategy, Account Management, Budgets, Negotiation
Education
University of Phoenix 2003 — 2006
B.S., Marketing
Danbury High 1987 — 1989
Haley Spencer's Morgan Stanley Wealth Management Experience January 2014 - May 2014
Job Artist Support at Bandsintown
Industry Online Media
Experience
Bandsintown June 2015 - Present
Zeitgeist Artist Management January 2015 - May 2015
School of Management, University of San Francisco August 2014 - May 2015
Morgan Stanley Wealth Management January 2014 - May 2014
Stewardship and Donor Relations, University of San Francisco April 2013 - December 2013
Lakeside Montessori Preschool August 2011 - June 2012
Skills
Microsoft Office, PowerPoint, Microsoft Word, Economics, Teamwork, English, Social Media, Public Speaking, Facebook, Team Leadership, Social Networking, Leadership, Time Management, Fundraising, Event Planning, Customer Service, Microsoft Excel
Education
University of San Francisco 2012 — 2015
B.S. Business Adminstration, Finance
Loyola University Chicago, John Felice Rome Center 2014 — 2014
Study Abroad
Bandsintown June 2015 - Present
Zeitgeist Artist Management January 2015 - May 2015
School of Management, University of San Francisco August 2014 - May 2015
Morgan Stanley Wealth Management January 2014 - May 2014
Stewardship and Donor Relations, University of San Francisco April 2013 - December 2013
Lakeside Montessori Preschool August 2011 - June 2012
Skills
Microsoft Office, PowerPoint, Microsoft Word, Economics, Teamwork, English, Social Media, Public Speaking, Facebook, Team Leadership, Social Networking, Leadership, Time Management, Fundraising, Event Planning, Customer Service, Microsoft Excel
Education
University of San Francisco 2012 — 2015
B.S. Business Adminstration, Finance
Loyola University Chicago, John Felice Rome Center 2014 — 2014
Study Abroad
Gerard Fernando {LION} Gerard Fernando {LION}'s Morgan Stanley Wealth Management Experience 2008 - Present
Job Senior Training Specialist at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management 2008 - Present
Mt. Carmel High School- Marching Sundevils August 2001 - December 2009
Wells Fargo January 2005 - August 2008
Wells Fargo January 2005 - December 2006
Wells Fargo December 2002 - January 2005
UC San Diego Health System January 2004 - October 2004
Casa Palmera March 2004 - August 2004
Skills
Series 7, Public Speaking, Emotional Intelligence, Customer Experience, Customer Retention, International Business..., Network Marketing, Team Leadership, Thought Leadership, Youth Leadership, Adult Education, Communication, Educational Technology, Motivational Speaking, Inspiration, Faith, Christian Ministry, Christianity, Prayer, Microsoft Office, Father, Husband, Business Development, Business, Customer Service, Entrepreneurship, E-Learning, Leadership, Recruiting, Youth Ministry, Training, Coaching, Team Building, Social Networking, Executive Management, CRM, Lead Generation, Strategy, Management, Start-ups, Consulting, Direct Sales, Marketing
Education
Mt. Carmel High School
University of Phoenix
Bachelor of Science (B.S.), Business Administration and Management, General
Morgan Stanley Wealth Management 2008 - Present
Mt. Carmel High School- Marching Sundevils August 2001 - December 2009
Wells Fargo January 2005 - August 2008
Wells Fargo January 2005 - December 2006
Wells Fargo December 2002 - January 2005
UC San Diego Health System January 2004 - October 2004
Casa Palmera March 2004 - August 2004
Skills
Series 7, Public Speaking, Emotional Intelligence, Customer Experience, Customer Retention, International Business..., Network Marketing, Team Leadership, Thought Leadership, Youth Leadership, Adult Education, Communication, Educational Technology, Motivational Speaking, Inspiration, Faith, Christian Ministry, Christianity, Prayer, Microsoft Office, Father, Husband, Business Development, Business, Customer Service, Entrepreneurship, E-Learning, Leadership, Recruiting, Youth Ministry, Training, Coaching, Team Building, Social Networking, Executive Management, CRM, Lead Generation, Strategy, Management, Start-ups, Consulting, Direct Sales, Marketing
Education
Mt. Carmel High School
University of Phoenix
Bachelor of Science (B.S.), Business Administration and Management, General
Joseph Ferrara Joseph Ferrara's Morgan Stanley Wealth Management Experience June 2008 - September 2012
Job Regional Director at Brandes Investment Partners
Industry Financial Services
Experience
Brandes Investment Partners October 2014 - Present
Brandes Investment Partners October 2013 - October 2014
Brandes Investment Partners September 2012 - October 2013
Morgan Stanley Wealth Management June 2008 - September 2012
Skills
Investments, Sales, Portfolio Management, Asset Allocation, Institutional..., Mutual Funds, Retirement Planning, Wealth Management, Consulting, Foreign Investment, Marketing, Financial Modeling
Education
University of Rhode Island
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Brandes Investment Partners October 2014 - Present
Brandes Investment Partners October 2013 - October 2014
Brandes Investment Partners September 2012 - October 2013
Morgan Stanley Wealth Management June 2008 - September 2012
Skills
Investments, Sales, Portfolio Management, Asset Allocation, Institutional..., Mutual Funds, Retirement Planning, Wealth Management, Consulting, Foreign Investment, Marketing, Financial Modeling
Education
University of Rhode Island
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Morgan Batts Morgan Batts's Morgan Stanley Wealth Management Experience March 2013 - Present
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2013 - Present
RPM Productions, Inc. August 2012 - Present
RPM Productions, Inc. May 2005 - Present
Morgan Stanley Wealth Management September 2012 - March 2013
Belladea May 2011 - March 2013
Bebe November 2009 - September 2010
C. David Miles, D.M.D Family Dentistry May 2008 - August 2008
Skills
Adobe Creative Suite, Communication Skills, Mac OS X Lion, Microsoft Office Suite, People Skills, Research, Social Media, Web Design, Microsoft Office, Styling, Fashion, Marketing, Customer Service, Sales, Training, Social Media Marketing, Microsoft Excel, Event Planning, Leadership, Social Networking, Communication, Public Relations
Education
University of South Carolina-Columbia 2007 — 2011
Bachelor of Science, Biological Sciences with minors in Advertising and Public Relations
University of South Carolina-Columbia
Morgan Stanley Wealth Management March 2013 - Present
RPM Productions, Inc. August 2012 - Present
RPM Productions, Inc. May 2005 - Present
Morgan Stanley Wealth Management September 2012 - March 2013
Belladea May 2011 - March 2013
Bebe November 2009 - September 2010
C. David Miles, D.M.D Family Dentistry May 2008 - August 2008
Skills
Adobe Creative Suite, Communication Skills, Mac OS X Lion, Microsoft Office Suite, People Skills, Research, Social Media, Web Design, Microsoft Office, Styling, Fashion, Marketing, Customer Service, Sales, Training, Social Media Marketing, Microsoft Excel, Event Planning, Leadership, Social Networking, Communication, Public Relations
Education
University of South Carolina-Columbia 2007 — 2011
Bachelor of Science, Biological Sciences with minors in Advertising and Public Relations
University of South Carolina-Columbia
Scott B. Sade Scott B. Sade's Morgan Stanley Wealth Management Experience January 1993 - February 2015
Job Founder and Managing Director at The Sade Group Private Wealth Management
Industry Financial Services
Experience
The Sade Group Private Wealth Management May 2015 - Present
Morgan Stanley Wealth Management January 1993 - February 2015
Paine Webber October 1986 - January 1993
J B Hanauer September 1982 - October 1986
U.S Air Force September 1978 - August 1982
Skills
Finance, Series 7, Mutual Funds, Asset Allocation, Retirement Planning, Wealth Management, Retirement, 401k, Financial Planning, High Net Worth..., Alternative Investments, Investment Management, Estate Planning, Insurance
Education
University of Pennsylvania - The Wharton School
CIMA Certified Investment Management Analyst
Florida International University 1980 — 1981
Bachelors of Science, Criminal Justice
Saint Leo University 1979 — 1980
Associates Degree
The Sade Group Private Wealth Management May 2015 - Present
Morgan Stanley Wealth Management January 1993 - February 2015
Paine Webber October 1986 - January 1993
J B Hanauer September 1982 - October 1986
U.S Air Force September 1978 - August 1982
Skills
Finance, Series 7, Mutual Funds, Asset Allocation, Retirement Planning, Wealth Management, Retirement, 401k, Financial Planning, High Net Worth..., Alternative Investments, Investment Management, Estate Planning, Insurance
Education
University of Pennsylvania - The Wharton School
CIMA Certified Investment Management Analyst
Florida International University 1980 — 1981
Bachelors of Science, Criminal Justice
Saint Leo University 1979 — 1980
Associates Degree
Pamela (Pam) Harrison Pamela (Pam) Harrison's Morgan Stanley Wealth Management Experience April 2014 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2014 - Present
Merrill Lynch November 2011 - April 2014
New York Life Securities, LLC June 2011 - November 2011
Prudential Financial June 2009 - October 2010
Harrison Financial June 2003 - May 2008
Karsch Capital, LLC October 2002 - June 2003
JLF Asset Management, LLC May 2001 - July 2002
Education
University of South Carolina-Columbia 1984 — 1987
Business
University of South Carolina
Morgan Stanley Wealth Management April 2014 - Present
Merrill Lynch November 2011 - April 2014
New York Life Securities, LLC June 2011 - November 2011
Prudential Financial June 2009 - October 2010
Harrison Financial June 2003 - May 2008
Karsch Capital, LLC October 2002 - June 2003
JLF Asset Management, LLC May 2001 - July 2002
Education
University of South Carolina-Columbia 1984 — 1987
Business
University of South Carolina
Elizabeth Jeter Hrubala, CFP®'s Morgan Stanley Wealth Management Experience 2008 - 2014
Job President, Jeter Hrubala Wealth Strategies, LLC Raymond James Financial Services, Inc.
Industry Investment Management
Experience
Jeter Hrubala Wealth Strategies LLC April 2014 - Present
Morgan Stanley Wealth Management 2008 - 2014
Merrill Lynch 2005 - 2008
Fluor Corporation 1995 - 2000
Gouvêa de Souza & MD, division of Price Waterhouse 1994 - 1994
Skills
Investments, Retirement Planning, Strategic Financial..., Wealth Management, Portfolio Management, Asset Managment, Asset Allocation, Estate Planning, Retirement, Financial Planning, Risk Management, Loans, Asset Management, Fixed Income, Alternative Investments, Finance, Strategy, Financial Analysis, Credit, Financial Services, Strategic Planning, Business Planning, Leadership, Life Insurance, Series 7
Education
University of South Carolina - The Moore School of Business 1993 — 1995
Int'l MBA - International Master of Business Administration (IMBA/MIBS), Brazil/Portuguese, Graduated with top honors
Wofford College 1989 — 1993
BA, Business/Economics & French
Riverside 1986 — 1989
Jeter Hrubala Wealth Strategies LLC April 2014 - Present
Morgan Stanley Wealth Management 2008 - 2014
Merrill Lynch 2005 - 2008
Fluor Corporation 1995 - 2000
Gouvêa de Souza & MD, division of Price Waterhouse 1994 - 1994
Skills
Investments, Retirement Planning, Strategic Financial..., Wealth Management, Portfolio Management, Asset Managment, Asset Allocation, Estate Planning, Retirement, Financial Planning, Risk Management, Loans, Asset Management, Fixed Income, Alternative Investments, Finance, Strategy, Financial Analysis, Credit, Financial Services, Strategic Planning, Business Planning, Leadership, Life Insurance, Series 7
Education
University of South Carolina - The Moore School of Business 1993 — 1995
Int'l MBA - International Master of Business Administration (IMBA/MIBS), Brazil/Portuguese, Graduated with top honors
Wofford College 1989 — 1993
BA, Business/Economics & French
Riverside 1986 — 1989
Jeret Shaffer's Morgan Stanley Wealth Management Experience June 2007 - October 2013
Job Accountant
Industry Mining & Metals
Experience
Barrick Gold Corporation October 2014 - Present
E*TRADE Financial October 2013 - October 2014
Morgan Stanley Wealth Management June 2007 - October 2013
DISCOVER FINANCIAL SERVICES, INC March 2003 - June 2007
MAC'S May 2000 - March 2003
Skills
Customer Service, Risk Management, Banking, Management, Process Improvement, Microsoft Excel, Microsoft Office, Financial Services, Financial Analysis, Strategic Planning, Leadership, Microsoft Word, Sales, Call Center, USA PATRIOT Act, Series 7, Series 63, Accounting, General Ledger, Bank Reconciliation
Education
University of Phoenix 2009 — 2011
BS, Accounting
Barrick Gold Corporation October 2014 - Present
E*TRADE Financial October 2013 - October 2014
Morgan Stanley Wealth Management June 2007 - October 2013
DISCOVER FINANCIAL SERVICES, INC March 2003 - June 2007
MAC'S May 2000 - March 2003
Skills
Customer Service, Risk Management, Banking, Management, Process Improvement, Microsoft Excel, Microsoft Office, Financial Services, Financial Analysis, Strategic Planning, Leadership, Microsoft Word, Sales, Call Center, USA PATRIOT Act, Series 7, Series 63, Accounting, General Ledger, Bank Reconciliation
Education
University of Phoenix 2009 — 2011
BS, Accounting
David Kopp David Kopp's Morgan Stanley Wealth Management Experience October 2005 - August 2010
Job Managing Principal and Financial Advisor at David L. Kopp Wealth Management LLC
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network September 2010 - Present
Morgan Stanley Wealth Management October 2005 - August 2010
Merrill Lynch December 1999 - October 2005
Skills
Investments, Portfolio Management, Wealth Management, Banking, Mutual Funds, Financial Analysis, Strategic Financial..., Risk Management, Securities, Retirement Planning, Credit, Equities, Asset Management, Financial Services, Loans, Mortgage Lending, Fixed Income, Insurance, Series 65, Series 63, series 24, Series 6, Series 7
Education
University of South Florida 1995 — 1997
Bachelor of Science (BS), Finance and Economics
Wells Fargo Advisors Financial Network September 2010 - Present
Morgan Stanley Wealth Management October 2005 - August 2010
Merrill Lynch December 1999 - October 2005
Skills
Investments, Portfolio Management, Wealth Management, Banking, Mutual Funds, Financial Analysis, Strategic Financial..., Risk Management, Securities, Retirement Planning, Credit, Equities, Asset Management, Financial Services, Loans, Mortgage Lending, Fixed Income, Insurance, Series 65, Series 63, series 24, Series 6, Series 7
Education
University of South Florida 1995 — 1997
Bachelor of Science (BS), Finance and Economics
Alex Kamen's Morgan Stanley Wealth Management Experience May 2014 - August 2014
Job Student at University of Southern California
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2014 - August 2014
Banker Lopez Gassler P.A. June 2012 - September 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Finance, Customer Service, Social Media, Leadership
Education
University of Southern California - Marshall School of Business 2015 — 2017
Bachelor’s Degree, Finance, General
University of South Florida 2014 — 2015
Morgan Stanley Wealth Management May 2014 - August 2014
Banker Lopez Gassler P.A. June 2012 - September 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Finance, Customer Service, Social Media, Leadership
Education
University of Southern California - Marshall School of Business 2015 — 2017
Bachelor’s Degree, Finance, General
University of South Florida 2014 — 2015
Meredith McKellar Taylor's Morgan Stanley Wealth Management Experience April 2014 - August 2014
Job Sports Agent | Athlete Representation | Former Financial Associate | Former Collegiate/Pro Athlete
Industry Sports
Experience
Entrepreneur Self Employed September 2014 - Present
The University of South Carolina Lettermen Association January 2014 - Present
Morgan Stanley Wealth Management April 2014 - August 2014
LPL Financial 2012 - January 2014
Professional Golfer June 2010 - April 2012
Skills
Event Management, Event Planning, Sales, Leadership, Public Relations, Fundraising, Time Management, Social Media, Marketing Strategy, Sports Marketing, Customer Service, Management, Social Media Marketing, Sales Management, Sponsorship, Marketing, Public Speaking, Team Building, Microsoft Excel, Microsoft Office, Marketing Communications, Strategic Planning, Series 7, Leadership Development, New Business Development
Education
University of South Carolina-Columbia 2004 — 2008
Bachelor of Science (BS), Sport and Entertainment Business Management
Entrepreneur Self Employed September 2014 - Present
The University of South Carolina Lettermen Association January 2014 - Present
Morgan Stanley Wealth Management April 2014 - August 2014
LPL Financial 2012 - January 2014
Professional Golfer June 2010 - April 2012
Skills
Event Management, Event Planning, Sales, Leadership, Public Relations, Fundraising, Time Management, Social Media, Marketing Strategy, Sports Marketing, Customer Service, Management, Social Media Marketing, Sales Management, Sponsorship, Marketing, Public Speaking, Team Building, Microsoft Excel, Microsoft Office, Marketing Communications, Strategic Planning, Series 7, Leadership Development, New Business Development
Education
University of South Carolina-Columbia 2004 — 2008
Bachelor of Science (BS), Sport and Entertainment Business Management
Aaron May's Morgan Stanley Wealth Management Experience May 2010 - August 2010
Job Consultant & Broker United AMG Partners
Industry Financial Services
Experience
United AMG Partners Insurance Services June 2014 - Present
Altegris Investments November 2012 - May 2013
Potomac Wealth Advisors, LLC. 2012 - July 2012
May & Barnhard PC 2007 - 2012
Morgan Stanley Wealth Management May 2010 - August 2010
UBS Wealth Management May 2009 - August 2009
Skills
Work Ethic, Leadership, Microsoft Excel, Microsoft Word, Bloomberg, Hedge Funds, Investments, Equities, Portfolio Management, Financial Modeling, Asset Management, Fixed Income, Mutual Funds, Investment Strategies, Derivatives, PowerPoint, Investment Management, Private Equity, Trading, Microsoft Office, Finance, Social Networking, Public Speaking, Social Media, Customer Service
Education
University of San Diego 2010 — 2014
Bachelor of Business Administration (BBA), Business Economics Major, Finance Minor
United AMG Partners Insurance Services June 2014 - Present
Altegris Investments November 2012 - May 2013
Potomac Wealth Advisors, LLC. 2012 - July 2012
May & Barnhard PC 2007 - 2012
Morgan Stanley Wealth Management May 2010 - August 2010
UBS Wealth Management May 2009 - August 2009
Skills
Work Ethic, Leadership, Microsoft Excel, Microsoft Word, Bloomberg, Hedge Funds, Investments, Equities, Portfolio Management, Financial Modeling, Asset Management, Fixed Income, Mutual Funds, Investment Strategies, Derivatives, PowerPoint, Investment Management, Private Equity, Trading, Microsoft Office, Finance, Social Networking, Public Speaking, Social Media, Customer Service
Education
University of San Diego 2010 — 2014
Bachelor of Business Administration (BBA), Business Economics Major, Finance Minor
Monica Suess Monica Suess's Morgan Stanley Wealth Management Experience January 2012 - December 2014
Job E*TRADE
Industry Financial Services
Experience
E*TRADE Financial Corporation February 2015 - Present
Morgan Stanley Wealth Management January 2012 - December 2014
Morgan Stanley October 2004 - December 2011
Morgan Stanley May 1999 - September 2004
Skills
Call Center..., Microsoft Excel, Business Analysis, Data Analysis, People Development, Project Management, Series 7, Series 63, Series 9, FINRA, Fixed Income, Equities, Finance, Financial Services, Investments, Management, Business Strategy, Mutual Funds, Securities, Risk Management, Wealth Management
Education
University of Phoenix 2007 — 2009
Business Administration and Management, General
Granite 1993 — 1996
High School
E*TRADE Financial Corporation February 2015 - Present
Morgan Stanley Wealth Management January 2012 - December 2014
Morgan Stanley October 2004 - December 2011
Morgan Stanley May 1999 - September 2004
Skills
Call Center..., Microsoft Excel, Business Analysis, Data Analysis, People Development, Project Management, Series 7, Series 63, Series 9, FINRA, Fixed Income, Equities, Finance, Financial Services, Investments, Management, Business Strategy, Mutual Funds, Securities, Risk Management, Wealth Management
Education
University of Phoenix 2007 — 2009
Business Administration and Management, General
Granite 1993 — 1996
High School
Joe Logsdon Joe Logsdon's Morgan Stanley Wealth Management Experience June 2014 - August 2014
Job Business Development Associate at Cor Medical Ventures
Industry Biotechnology
Experience
Cor Medical Ventures January 2015 - Present
Morgan Stanley Wealth Management June 2014 - August 2014
Snupol LLC July 2012 - August 2014
GVC Capital LLC May 2012 - August 2013
Coerver Colorado May 2010 - June 2012
Education
Passed Level II of the CFA Program
University of San Diego 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Cor Medical Ventures January 2015 - Present
Morgan Stanley Wealth Management June 2014 - August 2014
Snupol LLC July 2012 - August 2014
GVC Capital LLC May 2012 - August 2013
Coerver Colorado May 2010 - June 2012
Education
Passed Level II of the CFA Program
University of San Diego 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
G. Michael Boyle III G. Michael Boyle III's Morgan Stanley Wealth Management Experience January 1996 - May 2001
Job Senior Financial Advisor, First Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC. June 2009 - Present
WAMU Investments May 2001 - June 2009
Morgan Stanley Wealth Management January 1996 - May 2001
Education
University of San Diego
Bachelor of Arts (B.A.)
Wells Fargo Advisors, LLC. June 2009 - Present
WAMU Investments May 2001 - June 2009
Morgan Stanley Wealth Management January 1996 - May 2001
Education
University of San Diego
Bachelor of Arts (B.A.)
Kaity Panyko's Morgan Stanley Wealth Management Experience October 2013 - January 2014
Job Cross Sector Operations Analyst
Industry Financial Services
Experience
Citi November 2014 - Present
SunTrust Bank March 2014 - November 2014
Morgan Stanley Wealth Management October 2013 - January 2014
Northwestern Mutual March 2013 - September 2013
Shirley Hutchinson Creative Works September 2012 - January 2013
Switch August 2011 - November 2012
Best of The Batch Foundation June 2011 - August 2011
Skills
Marketing Communications, Creative Strategy, Team Leadership, Advertising, Press Releases, Promotions, Event Marketing, Financial Services, Strategic Financial..., Event Planning, Brand Management, Sales, Leadership, Marketing Research, Social Media Marketing, Blogging, Marketing, Microsoft Office, Customer Service
Education
University of Pittsburgh, College of Business Administration 2008 — 2012
Bachelor of Science, Business Administration; Marketing
University of Pittsburgh
Bachelor of Science (BS), Marketing
Citi November 2014 - Present
SunTrust Bank March 2014 - November 2014
Morgan Stanley Wealth Management October 2013 - January 2014
Northwestern Mutual March 2013 - September 2013
Shirley Hutchinson Creative Works September 2012 - January 2013
Switch August 2011 - November 2012
Best of The Batch Foundation June 2011 - August 2011
Skills
Marketing Communications, Creative Strategy, Team Leadership, Advertising, Press Releases, Promotions, Event Marketing, Financial Services, Strategic Financial..., Event Planning, Brand Management, Sales, Leadership, Marketing Research, Social Media Marketing, Blogging, Marketing, Microsoft Office, Customer Service
Education
University of Pittsburgh, College of Business Administration 2008 — 2012
Bachelor of Science, Business Administration; Marketing
University of Pittsburgh
Bachelor of Science (BS), Marketing
Rachael Segarra Rachael Segarra's Morgan Stanley Wealth Management Experience March 2012 - October 2014
Job Financial Controller at API Denver Packaging
Industry Financial Services
Experience
Denver Packaging Company, LLC October 2014 - Present
Morgan Stanley Wealth Management March 2012 - October 2014
Astonish 2012 - 2014
Lloyd Pro Group August 2008 - September 2012
Biltmore Contracting April 2004 - July 2009
HomeBanc Mortgage January 2002 - March 2004
City of Plantation Police Department January 1995 - July 2001
Skills
Email Marketing, Insurance, Marketing, Social Media Marketing, Sales, Marketing Strategy, Commercial Insurance, SEO, Property & Casualty..., Training, Digital Marketing, Management, Social Media, Customer Service, Account Management, SEM, Customer Retention, Underwriting, Business Development, Legal Liability, Professional Liability, Team Building, Commercial Lines, Leadership, Blogging, New Business Development, Sales Management, Small Business, Workers Compensation, Social Networking, Online Marketing, Life Insurance, Public Speaking, Casualty, Liability, Social Media ROI, Relationship Marketing, Branding & Identity, Executive Support, Real Estate, Public Relations, Employee Benefits, Financial Accounting, Financial Services, Accounts Payable &...
Education
University of South Florida 1991 — 1993
Nova High School 1987 — 1991
Denver Packaging Company, LLC October 2014 - Present
Morgan Stanley Wealth Management March 2012 - October 2014
Astonish 2012 - 2014
Lloyd Pro Group August 2008 - September 2012
Biltmore Contracting April 2004 - July 2009
HomeBanc Mortgage January 2002 - March 2004
City of Plantation Police Department January 1995 - July 2001
Skills
Email Marketing, Insurance, Marketing, Social Media Marketing, Sales, Marketing Strategy, Commercial Insurance, SEO, Property & Casualty..., Training, Digital Marketing, Management, Social Media, Customer Service, Account Management, SEM, Customer Retention, Underwriting, Business Development, Legal Liability, Professional Liability, Team Building, Commercial Lines, Leadership, Blogging, New Business Development, Sales Management, Small Business, Workers Compensation, Social Networking, Online Marketing, Life Insurance, Public Speaking, Casualty, Liability, Social Media ROI, Relationship Marketing, Branding & Identity, Executive Support, Real Estate, Public Relations, Employee Benefits, Financial Accounting, Financial Services, Accounts Payable &...
Education
University of South Florida 1991 — 1993
Nova High School 1987 — 1991
Doron Rachman Doron Rachman's Morgan Stanley Wealth Management Experience January 2012 - Present
Job Financial Advisor at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2012 - Present
UBS Wealth Management January 2010 - December 2010
Skills
Investments, Strategic Financial..., Retirement Planning, Securities, Financial Analysis, Mortgage Lending, Wealth Management, Insurance, Life Insurance, Credit, Banking, Series 7
Education
University of South Florida - College of Business Administration
Business Administration, Business
Morgan Stanley Wealth Management January 2012 - Present
UBS Wealth Management January 2010 - December 2010
Skills
Investments, Strategic Financial..., Retirement Planning, Securities, Financial Analysis, Mortgage Lending, Wealth Management, Insurance, Life Insurance, Credit, Banking, Series 7
Education
University of South Florida - College of Business Administration
Business Administration, Business
Angelina McClellan Angelina McClellan's Morgan Stanley Wealth Management Experience December 2011 - Present
Job Experienced Marketer
Industry Financial Services
Experience
Morgan Stanley Wealth Management December 2011 - Present
Skills
SEM, Email Marketing, Strategic Planning, Spanish, Grant Writing, Social Media Marketing, SEO, Digital Marketing, Google Analytics, Marketing Strategy, Interactive Marketing, Digital Strategy, Analytics, Direct Marketing, Customer Service, Strategy, Marketing, Integrated Marketing
Education
University of San Diego 1996 — 2000
B.A., International Relations
Instituto Internacional de Madrid 1999 — 1999
Morgan Stanley Wealth Management December 2011 - Present
Skills
SEM, Email Marketing, Strategic Planning, Spanish, Grant Writing, Social Media Marketing, SEO, Digital Marketing, Google Analytics, Marketing Strategy, Interactive Marketing, Digital Strategy, Analytics, Direct Marketing, Customer Service, Strategy, Marketing, Integrated Marketing
Education
University of San Diego 1996 — 2000
B.A., International Relations
Instituto Internacional de Madrid 1999 — 1999
Will Klingner's Morgan Stanley Wealth Management Experience June 2013 - September 2013
Job Financial Representative Intern at Northwestern Mutual, Student at University of Richmond
Industry Financial Services
Experience
Northwestern Mutual May 2014 - September 2014
Morgan Stanley Wealth Management June 2013 - September 2013
Skills
Financial Analysis, Portfolio Management, Leadership, Microsoft Excel, Time Management, Microsoft Office, Retirement Planning, Life Insurance, Health Insurance, Strategic Financial..., Client Relations Skills, Entrepreneurship, New Business Development, Wealth Management, Insurance
Education
University of Richmond 2013 — 2017
Greenwich High School
Northwestern Mutual May 2014 - September 2014
Morgan Stanley Wealth Management June 2013 - September 2013
Skills
Financial Analysis, Portfolio Management, Leadership, Microsoft Excel, Time Management, Microsoft Office, Retirement Planning, Life Insurance, Health Insurance, Strategic Financial..., Client Relations Skills, Entrepreneurship, New Business Development, Wealth Management, Insurance
Education
University of Richmond 2013 — 2017
Greenwich High School
Ray Garnica's Morgan Stanley Wealth Management Experience 2010 - Present
Job Senior Investment Professional
Industry Investment Management
Experience
Morgan Stanley Wealth Management 2010 - Present
Standard Chartered Bank 2004 - 2009
Bank of the West 2000 - 2003
Northern Trust 1998 - 2000
Skills
Portfolio Management, Wealth Management, Private Banking, Treasury Management, Cash Management, Latin America, Project Engineering, Program Management, Asset Management, Financial Analysis, Financial Modeling, Compliance, Investments, Equities, Fixed Income, Risk Management, Asset Managment, Investment Strategies, Alternative Investments, Finance, Investment Advisory, Mergers & Acquisitions, Due Diligence, Financial Markets, Investment Management, Series 7, Banking, Corporate Finance, Hedge Funds, Private Equity, Emerging Markets, Mutual Funds, Investment Banking, Bloomberg, Strategic Financial..., Wealth Management..., Bonds, Structured Products, Asset Allocation, Securities
Education
University of Southern California
Master of Business Administration (M.B.A.), Finance and Real Estate
University of Southern California
Bachelor's of Science, Chemical Engineering
Morgan Stanley Wealth Management 2010 - Present
Standard Chartered Bank 2004 - 2009
Bank of the West 2000 - 2003
Northern Trust 1998 - 2000
Skills
Portfolio Management, Wealth Management, Private Banking, Treasury Management, Cash Management, Latin America, Project Engineering, Program Management, Asset Management, Financial Analysis, Financial Modeling, Compliance, Investments, Equities, Fixed Income, Risk Management, Asset Managment, Investment Strategies, Alternative Investments, Finance, Investment Advisory, Mergers & Acquisitions, Due Diligence, Financial Markets, Investment Management, Series 7, Banking, Corporate Finance, Hedge Funds, Private Equity, Emerging Markets, Mutual Funds, Investment Banking, Bloomberg, Strategic Financial..., Wealth Management..., Bonds, Structured Products, Asset Allocation, Securities
Education
University of Southern California
Master of Business Administration (M.B.A.), Finance and Real Estate
University of Southern California
Bachelor's of Science, Chemical Engineering
Ben Hatch Ben Hatch's Morgan Stanley Wealth Management Experience April 2012 - August 2012
Job Internal Sales at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial October 2013 - Present
JPMorgan Chase June 2013 - October 2013
University of Pittsburgh December 2009 - April 2013
Morgan Stanley Wealth Management April 2012 - August 2012
Ward Trucking Company April 2009 - January 2010
Delgrosso's Amusement Park April 2005 - January 2009
Education
University of Pittsburgh 2009 — 2013
Student, Finance, General
University of Pittsburgh 2009 — 2013
Bachelor's Degree, Business Administration - Finance
Nationwide Financial October 2013 - Present
JPMorgan Chase June 2013 - October 2013
University of Pittsburgh December 2009 - April 2013
Morgan Stanley Wealth Management April 2012 - August 2012
Ward Trucking Company April 2009 - January 2010
Delgrosso's Amusement Park April 2005 - January 2009
Education
University of Pittsburgh 2009 — 2013
Student, Finance, General
University of Pittsburgh 2009 — 2013
Bachelor's Degree, Business Administration - Finance
Rachel Schiller's Morgan Stanley Wealth Management Experience June 2010 - September 2010
Job Operations Analyst at Haier America
Industry Consumer Goods
Experience
Haier America March 2014 - Present
Haier America July 2013 - March 2014
Nordstrom January 2013 - July 2013
Nordstrom June 2012 - January 2013
Nordstrom June 2011 - August 2011
Morgan Stanley Wealth Management June 2010 - September 2010
Education
University of Rhode Island 2008 — 2012
Bachelor of Science in Business Administration (BSBA)
Haier America March 2014 - Present
Haier America July 2013 - March 2014
Nordstrom January 2013 - July 2013
Nordstrom June 2012 - January 2013
Nordstrom June 2011 - August 2011
Morgan Stanley Wealth Management June 2010 - September 2010
Education
University of Rhode Island 2008 — 2012
Bachelor of Science in Business Administration (BSBA)
Dominic Anderson, CFP® Dominic Anderson, CFP®'s Morgan Stanley Wealth Management Experience June 2007 - May 2009
Job Associate Financial Consultant at Charles Schwab
Industry Financial Services
Experience
USAA September 2013 - February 2015
Greene Consulting 2014 - 2014
Greene Consulting 2014 - 2014
Citi Personal Wealth Management February 2012 - September 2013
Morgan Stanley Wealth Management June 2007 - May 2009
Skills
Microsoft Office
Education
University of Rochester 2003 — 2007
Bachelors of Arts, Political Science and Economics
Boston University
USAA September 2013 - February 2015
Greene Consulting 2014 - 2014
Greene Consulting 2014 - 2014
Citi Personal Wealth Management February 2012 - September 2013
Morgan Stanley Wealth Management June 2007 - May 2009
Skills
Microsoft Office
Education
University of Rochester 2003 — 2007
Bachelors of Arts, Political Science and Economics
Boston University
Perry Bean's Morgan Stanley Wealth Management Experience October 2009 - September 2011
Job Freelance Research Associate at The Cheyenne Group
Industry Investment Management
Experience
The Cheyenne Group June 2015 - Present
JP Morgan Chase Bank, N.A. November 2014 - February 2015
The Cheyenne Group September 2013 - October 2014
MetLife January 2013 - June 2013
The Cheyenne Group November 2011 - November 2012
Morgan Stanley Wealth Management October 2009 - September 2011
Morgan Stanley Wealth Management July 2008 - October 2009
Morgan Stanley Wealth Management March 2007 - June 2008
Skills
Finance, Investments, Management, Portfolio Management, Leadership, Strategic Planning, Financial Analysis, Microsoft Office, Customer Service, Financial Modeling
Education
University of San Diego 2004 — 2008
BA, Business Administration
Canterbury School 2002 — 2004
Bachelor's degree
The Cheyenne Group June 2015 - Present
JP Morgan Chase Bank, N.A. November 2014 - February 2015
The Cheyenne Group September 2013 - October 2014
MetLife January 2013 - June 2013
The Cheyenne Group November 2011 - November 2012
Morgan Stanley Wealth Management October 2009 - September 2011
Morgan Stanley Wealth Management July 2008 - October 2009
Morgan Stanley Wealth Management March 2007 - June 2008
Skills
Finance, Investments, Management, Portfolio Management, Leadership, Strategic Planning, Financial Analysis, Microsoft Office, Customer Service, Financial Modeling
Education
University of San Diego 2004 — 2008
BA, Business Administration
Canterbury School 2002 — 2004
Bachelor's degree
Samuel Kim's Morgan Stanley Wealth Management Experience 2013 - Present
Job Vice President at Morgan Stanley Wealth Management
Industry Internet
Experience
Morgan Stanley Wealth Management 2013 - Present
Buyology Inc 2012 - 2013
MobileAware 2011 - 2012
Kayak.com 2010 - 2011
KeyToss, Inc. 2007 - 2010
Seemotion 2005 - 2007
JP Morgan Chase 1997 - 2002
JP Morgan Chase 1994 - 1997
JP Morgan Chase 1993 - 1994
Skills
User Experience, User Interface, JavaScript, HTML5, CSS3, PHP, Node.js, Git, Product Development, Product Management, People Management, Management Consulting, Business Strategy, Analytics, Data Modeling, Data Mining, Mobile, iPhone, Android, Mobile Web, Mobile Strategy, Digital Security, Mobile Commerce, Web Services, Mobile Devices, Program Management, CSS, Mobile Internet, HTML 5, Software Development, Start-ups, Software Design, Mobile Applications, Strategy, Management, Software Engineering, Business Development, Strategic Partnerships, SaaS, Agile Methodologies
Education
The Wharton School, University of Pennsylvania 1994 — 1996
MBA with distinction
Cornell University, College of Arts and Sciences 1985 — 1988
BA with distinction
Morgan Stanley Wealth Management 2013 - Present
Buyology Inc 2012 - 2013
MobileAware 2011 - 2012
Kayak.com 2010 - 2011
KeyToss, Inc. 2007 - 2010
Seemotion 2005 - 2007
JP Morgan Chase 1997 - 2002
JP Morgan Chase 1994 - 1997
JP Morgan Chase 1993 - 1994
Skills
User Experience, User Interface, JavaScript, HTML5, CSS3, PHP, Node.js, Git, Product Development, Product Management, People Management, Management Consulting, Business Strategy, Analytics, Data Modeling, Data Mining, Mobile, iPhone, Android, Mobile Web, Mobile Strategy, Digital Security, Mobile Commerce, Web Services, Mobile Devices, Program Management, CSS, Mobile Internet, HTML 5, Software Development, Start-ups, Software Design, Mobile Applications, Strategy, Management, Software Engineering, Business Development, Strategic Partnerships, SaaS, Agile Methodologies
Education
The Wharton School, University of Pennsylvania 1994 — 1996
MBA with distinction
Cornell University, College of Arts and Sciences 1985 — 1988
BA with distinction
Evan Siegal's Morgan Stanley Wealth Management Experience April 2014 - Present
Job Executive Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2014 - Present
Morgan Stanley Wealth Management January 2013 - Present
Morgan Stanley Smith Barney June 2010 - Present
Morgan Stanley Smith Barney June 2009 - June 2010
Citi Smith Barney December 2005 - June 2009
Citi Smith Barney January 2003 - December 2005
Citi Smith Barney July 2000 - January 2003
Skills
Strategic Financial..., Cross-functional Team..., Wealth Management, Business Strategy, Employee Benefits, Strategy, Leadership, Financial Services, Series 7, Mergers & Acquisitions, CRM, 401k, Executive Pay, Analytics, Strategic Planning, Investments, Financial Planning, Marketing Strategy, Management, Executive Compensation, Teamwork, Team Leadership, Customer Segmentation..., Business Transformation, Web Development, Cross Selling, Financial Advisory, Program Management, Series 63, Sales Management, Marketing Communications, Strategic Communications, Lead Generation, New Business Development
Education
University of Pennsylvania 1996 — 2000
Bachelor of Arts (BA), Religion/Religious Studies
Horace Mann High School 1992 — 1996
Morgan Stanley Wealth Management April 2014 - Present
Morgan Stanley Wealth Management January 2013 - Present
Morgan Stanley Smith Barney June 2010 - Present
Morgan Stanley Smith Barney June 2009 - June 2010
Citi Smith Barney December 2005 - June 2009
Citi Smith Barney January 2003 - December 2005
Citi Smith Barney July 2000 - January 2003
Skills
Strategic Financial..., Cross-functional Team..., Wealth Management, Business Strategy, Employee Benefits, Strategy, Leadership, Financial Services, Series 7, Mergers & Acquisitions, CRM, 401k, Executive Pay, Analytics, Strategic Planning, Investments, Financial Planning, Marketing Strategy, Management, Executive Compensation, Teamwork, Team Leadership, Customer Segmentation..., Business Transformation, Web Development, Cross Selling, Financial Advisory, Program Management, Series 63, Sales Management, Marketing Communications, Strategic Communications, Lead Generation, New Business Development
Education
University of Pennsylvania 1996 — 2000
Bachelor of Arts (BA), Religion/Religious Studies
Horace Mann High School 1992 — 1996
Michael Stanton, CFA, CMT's Morgan Stanley Wealth Management Experience January 2011 - Present
Job Vice President at Morgan Stanley Wealth Management
Industry Capital Markets
Experience
Morgan Stanley Wealth Management January 2011 - Present
Morgan Stanley Wealth Management January 2006 - January 2011
Skills
Technical Analysis, Financial Markets, Chart Analysis, Risk Models, Fixed Income, Options, Chartered Financial..., Bloomberg, Electronic Trading, Proprietary Trading, Credit, Futures Trading, Trading, Portfolio Management, Banking, Finance, Investments, Trading Strategies, Investment Strategies, Trading Systems, Rates, Equities, Fundamental Analysis, Equity Trading, Commodity Markets, Asset Management
Education
University of Scranton 2001 — 2005
Bachelors, Finance, Electronic Commerce
Morgan Stanley Wealth Management January 2011 - Present
Morgan Stanley Wealth Management January 2006 - January 2011
Skills
Technical Analysis, Financial Markets, Chart Analysis, Risk Models, Fixed Income, Options, Chartered Financial..., Bloomberg, Electronic Trading, Proprietary Trading, Credit, Futures Trading, Trading, Portfolio Management, Banking, Finance, Investments, Trading Strategies, Investment Strategies, Trading Systems, Rates, Equities, Fundamental Analysis, Equity Trading, Commodity Markets, Asset Management
Education
University of Scranton 2001 — 2005
Bachelors, Finance, Electronic Commerce
Deborah Speyer's Morgan Stanley Wealth Management Experience June 2011 - Present
Job Managing Director at Morgan Stanley Wealth Management
Industry Banking
Experience
Morgan Stanley Wealth Management June 2011 - Present
Morgan Stanley November 2003 - June 2011
Morgan Stanley November 2000 - November 2003
Morgan Stanley November 1996 - November 2000
Gelncore Ltd September 1992 - November 1996
Chem Systems Inc 1981 - 1988
Skills
Trading Systems, Data Center, ITIL, Vendor Management, Management, IT Strategy, Investment Banking, Risk Management, Capital Markets, Derivatives, Fixed Income, Equities, Project Management, Information Technology, Business Analysis, Quality Assurance, Restructuring, Hedge Funds, Financial Services, Market Data, Integration
Education
University of Rochester 1981 — 1985
Bachelor of Science (B.S.), Chemical Engineering
Morgan Stanley Wealth Management June 2011 - Present
Morgan Stanley November 2003 - June 2011
Morgan Stanley November 2000 - November 2003
Morgan Stanley November 1996 - November 2000
Gelncore Ltd September 1992 - November 1996
Chem Systems Inc 1981 - 1988
Skills
Trading Systems, Data Center, ITIL, Vendor Management, Management, IT Strategy, Investment Banking, Risk Management, Capital Markets, Derivatives, Fixed Income, Equities, Project Management, Information Technology, Business Analysis, Quality Assurance, Restructuring, Hedge Funds, Financial Services, Market Data, Integration
Education
University of Rochester 1981 — 1985
Bachelor of Science (B.S.), Chemical Engineering
David Passman's Morgan Stanley Wealth Management Experience March 2014 - Present
Job Executive Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2014 - Present
Wells Fargo Advisors, LLC November 2006 - March 2014
Smith Barney September 1998 - October 2006
Education
University of Pennsylvania - The Wharton School 1982 — 1986
Morgan Stanley Wealth Management March 2014 - Present
Wells Fargo Advisors, LLC November 2006 - March 2014
Smith Barney September 1998 - October 2006
Education
University of Pennsylvania - The Wharton School 1982 — 1986
Brian Kocherzat's Morgan Stanley Wealth Management Experience March 2013 - Present
Job Investment Professional
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2013 - Present
PNC Investments August 2008 - March 2013
PNC June 2007 - August 2008
PNC April 2006 - June 2007
Skills
Leadership, Time Management, Organizational..., Highly motivated..., Analytical Skills, Analytical Reasoning, Fast Learner
Education
University of Pittsburgh 2000 — 2004
Bachelor of Arts (B.A.), Finance
Morgan Stanley Wealth Management March 2013 - Present
PNC Investments August 2008 - March 2013
PNC June 2007 - August 2008
PNC April 2006 - June 2007
Skills
Leadership, Time Management, Organizational..., Highly motivated..., Analytical Skills, Analytical Reasoning, Fast Learner
Education
University of Pittsburgh 2000 — 2004
Bachelor of Arts (B.A.), Finance
Rebecca White Crockett's Morgan Stanley Wealth Management Experience March 2014 - Present
Job Regional Sales Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2014 - Present
Morgan Stanley Wealth Management November 2005 - 2014
Banc of America Securities 2002 - 2005
i-advize communications 2002 - 2002
Deutsche Bank Securities 1999 - 2001
Skills
Equities, Series 7, Spanish, Portfolio Management, Financial Analysis, Wealth Management, Finance, Microsoft Office, Equity Research Analysis, Capital Markets, Sales, Structured Investments, Investments, Strategy, ETFs, Options, Equity Research, Securities, Derivatives, Asset Allocation, Asset Management, Financial Modeling, Structured Products, Investment Management, Investment Strategies, Financial Markets, Financial Services, Financial Advisory, Equity Derivatives, Relationship Management, Analysis, Fixed Income, Mutual Funds, Series 63, Mentoring, Networking, Closed end, Investment Advisory..., Valuation, Financial Reporting, Emerging Markets, Interest Rate..., Investment Portfolio, Bloomberg, Bonds, Economics, Experienced Business..., financial sales, Alternative Investments, Hedge Funds
Education
University of South Carolina - The Moore School of Business 1997 — 1999
International MBA, International Business
Wake Forest University 1992 — 1996
BS, Double Major: Business and Spanish
Morgan Stanley Wealth Management March 2014 - Present
Morgan Stanley Wealth Management November 2005 - 2014
Banc of America Securities 2002 - 2005
i-advize communications 2002 - 2002
Deutsche Bank Securities 1999 - 2001
Skills
Equities, Series 7, Spanish, Portfolio Management, Financial Analysis, Wealth Management, Finance, Microsoft Office, Equity Research Analysis, Capital Markets, Sales, Structured Investments, Investments, Strategy, ETFs, Options, Equity Research, Securities, Derivatives, Asset Allocation, Asset Management, Financial Modeling, Structured Products, Investment Management, Investment Strategies, Financial Markets, Financial Services, Financial Advisory, Equity Derivatives, Relationship Management, Analysis, Fixed Income, Mutual Funds, Series 63, Mentoring, Networking, Closed end, Investment Advisory..., Valuation, Financial Reporting, Emerging Markets, Interest Rate..., Investment Portfolio, Bloomberg, Bonds, Economics, Experienced Business..., financial sales, Alternative Investments, Hedge Funds
Education
University of South Carolina - The Moore School of Business 1997 — 1999
International MBA, International Business
Wake Forest University 1992 — 1996
BS, Double Major: Business and Spanish
Leah Gologorsky, CFA's Morgan Stanley Wealth Management Experience January 2013 - June 2013
Job Risk Management Professional
Industry Financial Services
Experience
Bank of America July 2014 - Present
Santander US July 2013 - June 2014
Morgan Stanley Wealth Management January 2013 - June 2013
Morgan Stanley Wealth Management February 2012 - January 2013
Morgan Stanley June 2008 - January 2012
Lehman Brothers July 2007 - May 2008
Skills
Fixed Income Products, Retail Lending Products, Market Risk Management, Risk Management, Fixed Income, Derivatives, Equities, Capital Markets, Credit, Financial Risk, Market Risk, Wealth Management, Hedge Funds, Enterprise Risk..., Investment Banking, Banking, Financial Modeling, Trading, Valuation
Education
University of Pennsylvania - The Wharton School 2003 — 2007
B.S., Economics (Concentrations in Finance and Accounting)
Bank of America July 2014 - Present
Santander US July 2013 - June 2014
Morgan Stanley Wealth Management January 2013 - June 2013
Morgan Stanley Wealth Management February 2012 - January 2013
Morgan Stanley June 2008 - January 2012
Lehman Brothers July 2007 - May 2008
Skills
Fixed Income Products, Retail Lending Products, Market Risk Management, Risk Management, Fixed Income, Derivatives, Equities, Capital Markets, Credit, Financial Risk, Market Risk, Wealth Management, Hedge Funds, Enterprise Risk..., Investment Banking, Banking, Financial Modeling, Trading, Valuation
Education
University of Pennsylvania - The Wharton School 2003 — 2007
B.S., Economics (Concentrations in Finance and Accounting)
Casey Anderson's Morgan Stanley Wealth Management Experience May 2001 - August 2001
Job Investment Professional
Industry Financial Services
Experience
Personal Investor June 2015 - Present
SEI September 2013 - March 2015
SEI August 2007 - March 2015
SEI 2010 - 2015
SEI Investments 2006 - 2015
SEI June 2006 - August 2007
University of Pennsylvania May 2005 - May 2006
MiddleFork Partners May 2003 - August 2003
Morgan Stanley Wealth Management May 2001 - August 2001
Skills
Hedge Funds, Alternative Investments, Valuation, Private Equity, Investments, Financial Modeling, Equities, Fixed Income, Bloomberg, Asset Managment, Investment Banking, Due Diligence, Venture Capital, Securities, Capital Markets, Mutual Funds, Trading, Finance, Investment Management, Portfolio Management, Financial Risk, Economics, Derivatives, Asset Allocation, Equity Research, Emerging Markets, Risk Management, Asset Management
Education
University of Pennsylvania - The Wharton School 2002 — 2006
BS, Economics, Finance, Real Estate
Villanova University 2013 — 2015
Master of Business Administration (MBA), Finance, Strategic Management
Community School 1999 — 2002
High School
Personal Investor June 2015 - Present
SEI September 2013 - March 2015
SEI August 2007 - March 2015
SEI 2010 - 2015
SEI Investments 2006 - 2015
SEI June 2006 - August 2007
University of Pennsylvania May 2005 - May 2006
MiddleFork Partners May 2003 - August 2003
Morgan Stanley Wealth Management May 2001 - August 2001
Skills
Hedge Funds, Alternative Investments, Valuation, Private Equity, Investments, Financial Modeling, Equities, Fixed Income, Bloomberg, Asset Managment, Investment Banking, Due Diligence, Venture Capital, Securities, Capital Markets, Mutual Funds, Trading, Finance, Investment Management, Portfolio Management, Financial Risk, Economics, Derivatives, Asset Allocation, Equity Research, Emerging Markets, Risk Management, Asset Management
Education
University of Pennsylvania - The Wharton School 2002 — 2006
BS, Economics, Finance, Real Estate
Villanova University 2013 — 2015
Master of Business Administration (MBA), Finance, Strategic Management
Community School 1999 — 2002
High School
Pat Millikan's Morgan Stanley Wealth Management Experience February 1969 - Present
Job Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 1969 - Present
Education
University of San Francisco
Bachelor of Science (B.S.), Finance
Morgan Stanley Wealth Management February 1969 - Present
Education
University of San Francisco
Bachelor of Science (B.S.), Finance
Robert Coloret's Morgan Stanley Wealth Management Experience May 2011 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2011 - Present
Ameriprise Financial Services, Inc. January 1997 - May 2011
Skills
Retirement Planning
Education
University of South Florida 1994 — 1996
B.A., Finance
University of Tampa
Morgan Stanley Wealth Management May 2011 - Present
Ameriprise Financial Services, Inc. January 1997 - May 2011
Skills
Retirement Planning
Education
University of South Florida 1994 — 1996
B.A., Finance
University of Tampa
John Ribortone's Morgan Stanley Wealth Management Experience December 2013 - Present
Job Complex Risk Supervisor at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management December 2013 - Present
Moors & Cabot November 2009 - December 2013
Countrywide Investment Services February 2004 - February 2009
Brokerage America May 2002 - August 2003
Herzog Heine Geduld June 1997 - January 2002
Skills
Series 3, Series 4, Series 7, Series 24, Series 53, Series 55, Series 63
Education
University of Scranton 1992 — 1996
Morgan Stanley Wealth Management December 2013 - Present
Moors & Cabot November 2009 - December 2013
Countrywide Investment Services February 2004 - February 2009
Brokerage America May 2002 - August 2003
Herzog Heine Geduld June 1997 - January 2002
Skills
Series 3, Series 4, Series 7, Series 24, Series 53, Series 55, Series 63
Education
University of Scranton 1992 — 1996
Arthur Czapka's Morgan Stanley Wealth Management Experience March 2014 - Present
Job Complex Risk Officer at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2014 - Present
Select Marine Corp Reserve September 1999 - Present
AXA Equitable September 2013 - January 2014
Heritage Fincorp Ince October 2012 - August 2013
FUTURITY FIRST Insurance Group January 2012 - October 2012
New York Life Insurance Company February 2003 - January 2012
Materials Sciences Corporation, Inc June 1999 - September 2001
BICC General Cable July 1997 - June 1999
Skills
FINRA series exam 7,..., Life and Health, Military, Insurance, Due Diligence, Securities, Organizational..., Fixed Annuities, Team Leadership, Investments, Series 7, Military Operations, Command, Training, Operational Planning, Process Improvement, Management, Business Planning, DoD, Strategic Financial..., Customer Service, Retirement Planning, Retirement, System Administration, Security Clearance, Strategic Planning, Leadership, Recruiting, Financial Services, Project Planning, Operations Management, Program Management, Military Experience, Risk Management, Finance
Education
University of Pennsylvania 1992 — 1995
bachelors of science and engineering, materials engineering
Morgan Stanley Wealth Management March 2014 - Present
Select Marine Corp Reserve September 1999 - Present
AXA Equitable September 2013 - January 2014
Heritage Fincorp Ince October 2012 - August 2013
FUTURITY FIRST Insurance Group January 2012 - October 2012
New York Life Insurance Company February 2003 - January 2012
Materials Sciences Corporation, Inc June 1999 - September 2001
BICC General Cable July 1997 - June 1999
Skills
FINRA series exam 7,..., Life and Health, Military, Insurance, Due Diligence, Securities, Organizational..., Fixed Annuities, Team Leadership, Investments, Series 7, Military Operations, Command, Training, Operational Planning, Process Improvement, Management, Business Planning, DoD, Strategic Financial..., Customer Service, Retirement Planning, Retirement, System Administration, Security Clearance, Strategic Planning, Leadership, Recruiting, Financial Services, Project Planning, Operations Management, Program Management, Military Experience, Risk Management, Finance
Education
University of Pennsylvania 1992 — 1995
bachelors of science and engineering, materials engineering
Maria Crawford's Morgan Stanley Wealth Management Experience September 2006 - August 2009
Job Investment Professional
Industry Investment Management
Experience
Morgan Stanley Wealth Management September 2006 - August 2009
Raymond James Financial Inc. November 2003 - September 2006
Credit Suisse June 2002 - February 2003
Raymond James Financial Inc. August 1998 - February 2002
Skills
Series 7, Mutual Funds, Equities, Fixed Income, Investment Management
Education
University of South Florida 1993 — 1997
BA, International Studies
Morgan Stanley Wealth Management September 2006 - August 2009
Raymond James Financial Inc. November 2003 - September 2006
Credit Suisse June 2002 - February 2003
Raymond James Financial Inc. August 1998 - February 2002
Skills
Series 7, Mutual Funds, Equities, Fixed Income, Investment Management
Education
University of South Florida 1993 — 1997
BA, International Studies
Melissa Ronaghan's Morgan Stanley Wealth Management Experience September 2013 - Present
Job Managing Director, Chief Operating Officer Consulting Group Wealth Advisory Solutions at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2013 - Present
Education
University of Pennsylvania - The Wharton School
Bachelor of Science (B.S.) in Economics, Finance and Marketing
Morgan Stanley Wealth Management September 2013 - Present
Education
University of Pennsylvania - The Wharton School
Bachelor of Science (B.S.) in Economics, Finance and Marketing
Allen Belice's Morgan Stanley Wealth Management Experience June 1990 - October 2004
Job Vice President Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services October 2004 - Present
Morgan Stanley Wealth Management June 1990 - October 2004
Education
University of Pittsburgh 1987 — 1991
bachelors, economics
Plum Senior High School 1984 — 1987
Oechsli
Oechsli
UBS Financial Services October 2004 - Present
Morgan Stanley Wealth Management June 1990 - October 2004
Education
University of Pittsburgh 1987 — 1991
bachelors, economics
Plum Senior High School 1984 — 1987
Oechsli
Oechsli
Chris Iaquinto, PMP's Morgan Stanley Wealth Management Experience October 2013 - Present
Job Program Manager at Independent
Industry Defense & Space
Experience
Morgan Stanley Wealth Management October 2013 - Present
Honeywell Aerospace June 1996 - June 2005
United States Marine Corps May 1975 - September 1996
Skills
Earned Value Management, Systems Engineering, DoD, Engineering Management, Aerospace, Program Management, Six Sigma, Security Clearance, Government Contracting, Defense, Configuration Management, Requirements Management, Continuous Improvement, Aircraft, Electronics, Lean Manufacturing, PMP, C4ISR, Leadership, ITAR, Proposal Writing, UAV, Military, Information Assurance, Integration, Cross-functional Team..., System Architecture, Process Improvement, System Design, Value Stream Mapping, Testing, DMAIC, AS9100, Root Cause Analysis, Manufacturing..., SPC, Process Engineering, Telelogic DOORS, Quality Assurance, MS Project, Avionics, Quality Management, Green Belt, FMEA, MRP, Kaizen
Education
Project Management Institute 2009 — 2009
Certification, Program Management - Project Management Professional
Defense Acquisition University 1994 — 1994
Certificate, Program Manager, DoD PM
University of Southern California 1979 — 1981
MS, Systems Management
University of Rochester 1971 — 1975
BS, Physics
Morgan Stanley Wealth Management October 2013 - Present
Honeywell Aerospace June 1996 - June 2005
United States Marine Corps May 1975 - September 1996
Skills
Earned Value Management, Systems Engineering, DoD, Engineering Management, Aerospace, Program Management, Six Sigma, Security Clearance, Government Contracting, Defense, Configuration Management, Requirements Management, Continuous Improvement, Aircraft, Electronics, Lean Manufacturing, PMP, C4ISR, Leadership, ITAR, Proposal Writing, UAV, Military, Information Assurance, Integration, Cross-functional Team..., System Architecture, Process Improvement, System Design, Value Stream Mapping, Testing, DMAIC, AS9100, Root Cause Analysis, Manufacturing..., SPC, Process Engineering, Telelogic DOORS, Quality Assurance, MS Project, Avionics, Quality Management, Green Belt, FMEA, MRP, Kaizen
Education
Project Management Institute 2009 — 2009
Certification, Program Management - Project Management Professional
Defense Acquisition University 1994 — 1994
Certificate, Program Manager, DoD PM
University of Southern California 1979 — 1981
MS, Systems Management
University of Rochester 1971 — 1975
BS, Physics
Rob Biggs's Morgan Stanley Wealth Management Experience 2005 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2005 - Present
Education
University of Pennsylvania 2002 — 2006
BA, Economics
Liberty High School
Morgan Stanley Wealth Management 2005 - Present
Education
University of Pennsylvania 2002 — 2006
BA, Economics
Liberty High School
Patrick McCloskey's Morgan Stanley Wealth Management Experience 2002 - 2003
Job Senior DirectorInvestment Only at Principal Funds
Industry Financial Services
Experience
Principal Funds April 2008 - Present
Fidelity Investments 2003 - 2007
Morgan Stanley Wealth Management 2002 - 2003
Education
University of South Carolina - The Moore School of Business
Finance/Marketing
Principal Funds April 2008 - Present
Fidelity Investments 2003 - 2007
Morgan Stanley Wealth Management 2002 - 2003
Education
University of South Carolina - The Moore School of Business
Finance/Marketing
Aroon Jeyakumar's Morgan Stanley Wealth Management Experience July 2013 - Present
Job Consulting Group Analyst The Malkin Group Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2013 - Present
Morgan Stanley Wealth Management June 2012 - August 2012
Merrill Lynch September 2011 - December 2011
CPAs, Taxes and Associates PC June 2011 - August 2011
Arthie Jay Realty Inc June 2010 - August 2010
Skills
Investments, Asset Allocation, Portfolio Management, Analysis, Hedge Funds, Investment Management, Wealth Management, Economics, Financial Modeling, Bloomberg, Accounting, Valuation, Financial Analysis, Equities
Education
University of Richmond - Robins School of Business 2009 — 2013
Bachelor of Science, Business Administration; Finance and Economics
The Hun School of Princeton 2006 — 2009
Morgan Stanley Wealth Management July 2013 - Present
Morgan Stanley Wealth Management June 2012 - August 2012
Merrill Lynch September 2011 - December 2011
CPAs, Taxes and Associates PC June 2011 - August 2011
Arthie Jay Realty Inc June 2010 - August 2010
Skills
Investments, Asset Allocation, Portfolio Management, Analysis, Hedge Funds, Investment Management, Wealth Management, Economics, Financial Modeling, Bloomberg, Accounting, Valuation, Financial Analysis, Equities
Education
University of Richmond - Robins School of Business 2009 — 2013
Bachelor of Science, Business Administration; Finance and Economics
The Hun School of Princeton 2006 — 2009
Justin Wass's Morgan Stanley Wealth Management Experience November 2012 - Present
Job Complex Risk Officer, Vice President at Morgan Stanley Wealth Management
Industry Banking
Experience
Morgan Stanley Wealth Management November 2012 - Present
Morgan Stanley Smith Barney April 2011 - November 2012
Credit Suisse August 2010 - April 2011
Education
New York University, Stern School of Business 2012 — 2016
MBA Candidate, Concentrations in Finance, Banking, and Management
University of Pittsburgh 2005 — 2009
BSBA, Finance, International Business, Eastern European Studies
Morgan Stanley Wealth Management November 2012 - Present
Morgan Stanley Smith Barney April 2011 - November 2012
Credit Suisse August 2010 - April 2011
Education
New York University, Stern School of Business 2012 — 2016
MBA Candidate, Concentrations in Finance, Banking, and Management
University of Pittsburgh 2005 — 2009
BSBA, Finance, International Business, Eastern European Studies
Jessica Mason's Morgan Stanley Wealth Management Experience November 2011 - December 2012
Job Managing Customer Experience Operations
Industry Financial Services
Experience
LOYAL3 June 2015 - Present
Robert Half International December 2012 - June 2015
Morgan Stanley Wealth Management November 2011 - December 2012
Golden Mean Capital, LLC January 2011 - November 2011
Nordstrom June 2008 - February 2011
Nordstrom May 2010 - August 2010
Skills
Microsoft Excel, Social Media, PowerPoint, Market Research, Microsoft Office, Social Networking, Customer Service, Marketing, Entrepreneurship, Social Media Marketing, Research, Sales, Microsoft Word, Data Analysis, Financial Analysis, Recruiting, Staffing Services, Contract Recruitment, Internet Recruiting, Temporary Staffing, Event Planning, Salesforce.com, Public Speaking, Business Strategy, Facebook, Human Resources, CRM, Management, Forecasting, Leadership, Analysis, Account Management, Banking, Training, Time Management, General Awesomeness
Education
University of San Francisco 2007 — 2011
B.S., Entrepreneurship and Innovation
Lutheran High School San Diego 2003 — 2007
High School Diploma
Serra High School
LOYAL3 June 2015 - Present
Robert Half International December 2012 - June 2015
Morgan Stanley Wealth Management November 2011 - December 2012
Golden Mean Capital, LLC January 2011 - November 2011
Nordstrom June 2008 - February 2011
Nordstrom May 2010 - August 2010
Skills
Microsoft Excel, Social Media, PowerPoint, Market Research, Microsoft Office, Social Networking, Customer Service, Marketing, Entrepreneurship, Social Media Marketing, Research, Sales, Microsoft Word, Data Analysis, Financial Analysis, Recruiting, Staffing Services, Contract Recruitment, Internet Recruiting, Temporary Staffing, Event Planning, Salesforce.com, Public Speaking, Business Strategy, Facebook, Human Resources, CRM, Management, Forecasting, Leadership, Analysis, Account Management, Banking, Training, Time Management, General Awesomeness
Education
University of San Francisco 2007 — 2011
B.S., Entrepreneurship and Innovation
Lutheran High School San Diego 2003 — 2007
High School Diploma
Serra High School
Todd Hand's Morgan Stanley Wealth Management Experience October 2006 - Present
Job Executive Director Legal at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2006 - Present
Katten Muchin Rosenman LLP 2004 - 2006
Pillsbury Winthrop Shaw Pittman 2001 - 2004
Education
University of Pennsylvania Law School 1998 — 2001
JD, Law
University of Wisconsin-Madison 1994 — 1997
Bachelor of Science, Economics and Political Science
Morgan Stanley Wealth Management October 2006 - Present
Katten Muchin Rosenman LLP 2004 - 2006
Pillsbury Winthrop Shaw Pittman 2001 - 2004
Education
University of Pennsylvania Law School 1998 — 2001
JD, Law
University of Wisconsin-Madison 1994 — 1997
Bachelor of Science, Economics and Political Science
Dennis Mostyn's Morgan Stanley Wealth Management Experience January 2001 - Present
Job Senior Complex Risk Officer at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2001 - Present
Morgan Stanley September 1994 - 2001
Skills
Series 63, Series 7, Series 8, Series 24, Series 65, Series 3
Education
University of South Florida 1988 — 1992
BA, Communication
Morgan Stanley Wealth Management January 2001 - Present
Morgan Stanley September 1994 - 2001
Skills
Series 63, Series 7, Series 8, Series 24, Series 65, Series 3
Education
University of South Florida 1988 — 1992
BA, Communication
William Paynter's Morgan Stanley Wealth Management Experience February 2011 - Present
Job Senior Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2011 - Present
Wells Fargo Investments 2008 - 2011
Education
University of Southern California
Bachelor of Arts (B.A.), Pre-Medicine/Pre-Medical Studies
Morgan Stanley Wealth Management February 2011 - Present
Wells Fargo Investments 2008 - 2011
Education
University of Southern California
Bachelor of Arts (B.A.), Pre-Medicine/Pre-Medical Studies
Melinda McMillion's Morgan Stanley Wealth Management Experience February 2011 - Present
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2011 - Present
Bethel Assembly of God September 1994 - February 2010
Drs. Bottsford and Tarazi July 1989 - September 1994
Skills
Excellent writing skills, Excellent communication..., Excellent Client..., Knowledgeable regarding..., Microsoft Excel, Microsoft Word, Rescue, Horse Training, Horses, Dog Behavior, Dogs
Education
University of South Carolina Upstate 1985 — 1986
Studied Mathematics
Spartanburg High School 1978 — 1981
Morgan Stanley Wealth Management February 2011 - Present
Bethel Assembly of God September 1994 - February 2010
Drs. Bottsford and Tarazi July 1989 - September 1994
Skills
Excellent writing skills, Excellent communication..., Excellent Client..., Knowledgeable regarding..., Microsoft Excel, Microsoft Word, Rescue, Horse Training, Horses, Dog Behavior, Dogs
Education
University of South Carolina Upstate 1985 — 1986
Studied Mathematics
Spartanburg High School 1978 — 1981
Diana Cooper's Morgan Stanley Wealth Management Experience June 2012 - Present
Job Executive Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2012 - Present
Citi February 2006 - June 2012
Legg Mason April 1984 - February 2006
Skills
Series 7, Series 63, Series 24, Series 65, CPA, Alternative Investments, Asset Management, Capital Markets, Equities, Financial Services, Fixed Income, Risk Management, Securities, Wealth Management
Education
University of Richmond - Robins School of Business 1977 — 1979
Bachelor of Science in Business Administration, Accounting
University of Richmond 1975 — 1977
Morgan Stanley Wealth Management June 2012 - Present
Citi February 2006 - June 2012
Legg Mason April 1984 - February 2006
Skills
Series 7, Series 63, Series 24, Series 65, CPA, Alternative Investments, Asset Management, Capital Markets, Equities, Financial Services, Fixed Income, Risk Management, Securities, Wealth Management
Education
University of Richmond - Robins School of Business 1977 — 1979
Bachelor of Science in Business Administration, Accounting
University of Richmond 1975 — 1977
Dean Lopez's Morgan Stanley Wealth Management Experience January 2008 - Present
Job Manager HR at Morgan Stanley Wealth Management
Industry Human Resources
Experience
Morgan Stanley Wealth Management January 2008 - Present
Morgan Stanley Wealth Management January 2004 - January 2008
Skills
Human Resources, Human Resource Planning, Global Human Resources...
Education
University of Phoenix 2000 — 2002
MBA, Human Resources Management/Personnel Administration, General
Morgan Stanley Wealth Management January 2008 - Present
Morgan Stanley Wealth Management January 2004 - January 2008
Skills
Human Resources, Human Resource Planning, Global Human Resources...
Education
University of Phoenix 2000 — 2002
MBA, Human Resources Management/Personnel Administration, General
Fran Kerhulas's Morgan Stanley Wealth Management Experience January 2010 - October 2012
Job Area Operations Manager at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. August 2012 - Present
Morgan Stanley Wealth Management January 2010 - October 2012
Smith Barney September 1987 - October 2012
Education
University of South Carolina Upstate 1981 — 1983
Bachelor of Science (BS), Economics / Finance
Furman University 1978 — 1980
Piano Performance
Oppenheimer & Co. Inc. August 2012 - Present
Morgan Stanley Wealth Management January 2010 - October 2012
Smith Barney September 1987 - October 2012
Education
University of South Carolina Upstate 1981 — 1983
Bachelor of Science (BS), Economics / Finance
Furman University 1978 — 1980
Piano Performance
Alexander Christon's Morgan Stanley Wealth Management Experience October 2005 - June 2009
Job Vice President at Deutsche Asset Management
Industry Investment Management
Experience
Deutsche Asset Management June 2009 - Present
Morgan Stanley Wealth Management October 2005 - June 2009
Merrill Lynch May 2004 - October 2005
Skills
Hedge Funds, Fixed Income, Alternative Investments, Equities, Asset Management, Portfolio Management, Mutual Funds, Investment Management, Investments, Derivatives, Asset Allocation, Bloomberg, Capital Markets, Investment Banking, Series 7
Education
University of Rhode Island - College of Business Administration 2000 — 2004
Deutsche Asset Management June 2009 - Present
Morgan Stanley Wealth Management October 2005 - June 2009
Merrill Lynch May 2004 - October 2005
Skills
Hedge Funds, Fixed Income, Alternative Investments, Equities, Asset Management, Portfolio Management, Mutual Funds, Investment Management, Investments, Derivatives, Asset Allocation, Bloomberg, Capital Markets, Investment Banking, Series 7
Education
University of Rhode Island - College of Business Administration 2000 — 2004
Jason Aiello's Morgan Stanley Wealth Management Experience 2011 - 2014
Job Senior Vice President at R. Seelaus & Co., Inc.
Industry Financial Services
Experience
R. Seelaus & Co., Inc. October 2014 - Present
Morgan Stanley Wealth Management 2011 - 2014
Stone & Youngberg June 2006 - February 2011
UBS Wealth Management August 2003 - June 2006
Skills
Fixed Income, Wealth Management, Bonds, Asset Management, Institutional Sales, Capital Markets, Bloomberg, Mutual Funds, Investments
Education
University of Scranton 1999 — 2003
Bachelor's Degree, Finance, General
R. Seelaus & Co., Inc. October 2014 - Present
Morgan Stanley Wealth Management 2011 - 2014
Stone & Youngberg June 2006 - February 2011
UBS Wealth Management August 2003 - June 2006
Skills
Fixed Income, Wealth Management, Bonds, Asset Management, Institutional Sales, Capital Markets, Bloomberg, Mutual Funds, Investments
Education
University of Scranton 1999 — 2003
Bachelor's Degree, Finance, General
Joe Pooler's Morgan Stanley Wealth Management Experience June 2013 - August 2013
Job Student
Industry Financial Services
Experience
Badey, Sloan & DiGenova, P.C. May 2015 - Present
Wells Fargo Advisors June 2014 - August 2014
Morgan Stanley Wealth Management June 2013 - August 2013
Skills
Research, Creative Writing, Academic Writing, Tutoring, Social Media
Education
University of Pennsylvania 2012 — 2016
Bachelor's Degree, Classical Studies
St. Joseph's Preparatory School 2008 — 2012
High School
Badey, Sloan & DiGenova, P.C. May 2015 - Present
Wells Fargo Advisors June 2014 - August 2014
Morgan Stanley Wealth Management June 2013 - August 2013
Skills
Research, Creative Writing, Academic Writing, Tutoring, Social Media
Education
University of Pennsylvania 2012 — 2016
Bachelor's Degree, Classical Studies
St. Joseph's Preparatory School 2008 — 2012
High School
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.