Morgan Stanley Wealth Management
Industry: Financial services company
DescriptionMorgan Stanley Wealth Management is an American multinational financial services corporation specializing in retail brokerage. It is the wealth & asset management division of Morgan Stanley. Customer service: 00 1 801-617-9150 Assets under management: 2.05 trillion USD (2014) CEO: James P. Gorman (Jan 2012–) Headquarters: Purchase, Harrison, New York, United States Parent organization: Morgan Stanley Domestic Holdings Inc Founders: Charles D. Barney, Edward B. Smith
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Morgan Stanley Wealth Management Employees
Employee
Years
Job
Industry
Austin Hymes Austin Hymes's Morgan Stanley Wealth Management Experience May 2012 - August 2012
Job Advisory Associate at PwC
Industry Management Consulting
Experience
PwC June 2014 - August 2014
J.P. Morgan May 2013 - August 2013
Brigos Capital Management January 2013 - May 2013
Morgan Stanley Wealth Management May 2012 - August 2012
Global Friendship Through Space Education July 2009 - March 2011
Education
Boston University Questrom School of Business 2011 — 2015
Bachelor of Science (B.S.), Business Administration, Magna Cum Laude
PwC June 2014 - August 2014
J.P. Morgan May 2013 - August 2013
Brigos Capital Management January 2013 - May 2013
Morgan Stanley Wealth Management May 2012 - August 2012
Global Friendship Through Space Education July 2009 - March 2011
Education
Boston University Questrom School of Business 2011 — 2015
Bachelor of Science (B.S.), Business Administration, Magna Cum Laude
Samhitha Rao Samhitha Rao's Morgan Stanley Wealth Management Experience May 2011 - April 2012
Job Incoming Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley 2014 - Present
Brown Investment Group September 2010 - Present
Morgan Stanley June 2014 - August 2014
Morgan Stanley Wealth Management May 2011 - April 2012
Education
Brown University
A.B. Applied Mathematics-Economics
Castilleja School
Morgan Stanley 2014 - Present
Brown Investment Group September 2010 - Present
Morgan Stanley June 2014 - August 2014
Morgan Stanley Wealth Management May 2011 - April 2012
Education
Brown University
A.B. Applied Mathematics-Economics
Castilleja School
Cory Reader Cory Reader's Morgan Stanley Wealth Management Experience March 2005 - Present
Job Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management March 2005 - Present
United States / Worldwide May 1996 - November 2004
Education
Brigham Young University
Finance
Morgan Stanley Wealth Management March 2005 - Present
United States / Worldwide May 1996 - November 2004
Education
Brigham Young University
Finance
Shalindra K. Joseph Herath's Morgan Stanley Wealth Management Experience April 2013 - February 2014
Job Quality Assurance Engineer at 3PL Central, and enthusiastic learner of the interesting
Industry Information Technology and Services
Experience
3PL Central - Warehouse Management Software February 2014 - Present
Morgan Stanley Wealth Management April 2013 - February 2014
SurgeFront September 2011 - March 2013
KRAMSKI GmbH Sri Lanka May 2009 - August 2009
Drill Cool Systems Inc. Bakersfield CA August 2007 - April 2008
Skills
Program Management, Data Analysis, Market Research, Process Improvement, Project Management, Leadership, MS Project, Analysis, Project Planning, Management, Competitive Analysis, Manufacturing, Microsoft Excel, Problem Solving, Organizational..., Business Strategy, Team Leadership, Customer Service, Teamwork, Business Planning, Microsoft Office, Visio, Business Development, Management Consulting, Business Process..., Planning, Data Collection, Financial Projection, Lean Manufacturing, Marketing, Process Engineering, Start-ups, Business Analysis, Strategic Planning, Customer Relations, Six Sigma, Customer Acquisition, Minitab, Digital Marketing, Testing, Financial Analysis, Market Analysis, Quality Assurance, Quality Improvement, Automated Software..., Software Documentation
Education
Brigham Young University 2006 — 2009
BSc, Manufacturing Engineering Technology
Keller Graduate School of Management 2010 — 2012
MBA, Project Management
3PL Central - Warehouse Management Software February 2014 - Present
Morgan Stanley Wealth Management April 2013 - February 2014
SurgeFront September 2011 - March 2013
KRAMSKI GmbH Sri Lanka May 2009 - August 2009
Drill Cool Systems Inc. Bakersfield CA August 2007 - April 2008
Skills
Program Management, Data Analysis, Market Research, Process Improvement, Project Management, Leadership, MS Project, Analysis, Project Planning, Management, Competitive Analysis, Manufacturing, Microsoft Excel, Problem Solving, Organizational..., Business Strategy, Team Leadership, Customer Service, Teamwork, Business Planning, Microsoft Office, Visio, Business Development, Management Consulting, Business Process..., Planning, Data Collection, Financial Projection, Lean Manufacturing, Marketing, Process Engineering, Start-ups, Business Analysis, Strategic Planning, Customer Relations, Six Sigma, Customer Acquisition, Minitab, Digital Marketing, Testing, Financial Analysis, Market Analysis, Quality Assurance, Quality Improvement, Automated Software..., Software Documentation
Education
Brigham Young University 2006 — 2009
BSc, Manufacturing Engineering Technology
Keller Graduate School of Management 2010 — 2012
MBA, Project Management
Robert Mark Linden's Morgan Stanley Wealth Management Experience December 2010 - Present
Job
Industry Financial Services
Experience
Morgan Stanley Wealth Management December 2010 - Present
Wells Fargo Advisors September 2000 - December 2010
CIT June 1997 - August 2000
Education
Butler University 1991 — 1995
Bachelor of Science (BS), Accounting
Morgan Stanley Wealth Management December 2010 - Present
Wells Fargo Advisors September 2000 - December 2010
CIT June 1997 - August 2000
Education
Butler University 1991 — 1995
Bachelor of Science (BS), Accounting
Jason McCaleb Jason McCaleb's Morgan Stanley Wealth Management Experience June 2000 - June 2002
Job Financial Advisor at McCaleb Wealth Management Inc.
Industry Financial Services
Experience
LPL Financial July 2013 - Present
McCaleb Wealth Management October 2011 - Present
Waddell & Reed October 2011 - July 2013
Edward Jones June 2002 - October 2011
Morgan Stanley Wealth Management June 2000 - June 2002
Skills
Microsoft Office, Typing, Fly Fishing, Racquetball, Spanish-speaking, Mathematics, Strategic Financial..., Financial Analysis, Investment Advisory, Investment Strategies, Fixed Annuities, IRAs, Retirement Planning, Wealth Management, Finance, Investments, Series 7, Leadership
Education
Brigham Young University 1997 — 2000
Bachelor's degree, Finance, General
Brigham Young University - Idaho 1995 — 1997
Associate's degree, Marketing
LPL Financial July 2013 - Present
McCaleb Wealth Management October 2011 - Present
Waddell & Reed October 2011 - July 2013
Edward Jones June 2002 - October 2011
Morgan Stanley Wealth Management June 2000 - June 2002
Skills
Microsoft Office, Typing, Fly Fishing, Racquetball, Spanish-speaking, Mathematics, Strategic Financial..., Financial Analysis, Investment Advisory, Investment Strategies, Fixed Annuities, IRAs, Retirement Planning, Wealth Management, Finance, Investments, Series 7, Leadership
Education
Brigham Young University 1997 — 2000
Bachelor's degree, Finance, General
Brigham Young University - Idaho 1995 — 1997
Associate's degree, Marketing
Morgan Ryan-Angel Morgan Ryan-Angel's Morgan Stanley Wealth Management Experience June 2011 - Present
Job Demographic Conversion Head Operations Integration at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2011 - Present
Morgan Stanley Smith Barney March 2010 - June 2011
Morgan Stanley Smith Barney June 2009 - March 2010
Smith Barney February 2007 - June 2009
Citi December 2005 - February 2007
Skills
Cross-functional Team..., Customer Experience, Financial Services, Strategy, Management, Integration, Data Conversion
Education
Bond University 2000 — 2004
Bachelor of Commerce, Finance
Morgan Stanley Wealth Management June 2011 - Present
Morgan Stanley Smith Barney March 2010 - June 2011
Morgan Stanley Smith Barney June 2009 - March 2010
Smith Barney February 2007 - June 2009
Citi December 2005 - February 2007
Skills
Cross-functional Team..., Customer Experience, Financial Services, Strategy, Management, Integration, Data Conversion
Education
Bond University 2000 — 2004
Bachelor of Commerce, Finance
Yussuf Obaid, MSF, MBA Yussuf Obaid, MSF, MBA's Morgan Stanley Wealth Management Experience 2012 - Present
Job Financial Advisor @ Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2012 - Present
Lennar Charitable Housing Foundation 2006 - November 2012
California Coastal Estates 2007 - 2009
TRC Companies, Inc. 2005 - 2006
Skills
Financial Modeling, Monte Carlo Simulation, Statistics, Financial Analysis, Financial Accounting, Energy, Derivatives, Bookkeeping, Accounts Receivable, Accounts Payable, Portfolio Management
Education
Brandeis University, Lemberg - International Business School 2010 — 2011
MS, Finance
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2010
MBA, Management
California State University-Fullerton - College of Business and Economics
BA, Business Administration, Information Systems
Morgan Stanley Wealth Management 2012 - Present
Lennar Charitable Housing Foundation 2006 - November 2012
California Coastal Estates 2007 - 2009
TRC Companies, Inc. 2005 - 2006
Skills
Financial Modeling, Monte Carlo Simulation, Statistics, Financial Analysis, Financial Accounting, Energy, Derivatives, Bookkeeping, Accounts Receivable, Accounts Payable, Portfolio Management
Education
Brandeis University, Lemberg - International Business School 2010 — 2011
MS, Finance
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2010
MBA, Management
California State University-Fullerton - College of Business and Economics
BA, Business Administration, Information Systems
Eric Gerard Eric Gerard's Morgan Stanley Wealth Management Experience March 1997 - May 1998
Job Data Collection Specialist at Greene Resources
Industry Marketing and Advertising
Experience
Greene Resources February 2014 - Present
National Golf Graphics January 2005 - Present
Havill-Sporel Motor Sales October 2002 - August 2004
Russ Darrow September 1998 - March 2002
Morgan Stanley Wealth Management March 1997 - May 1998
Skills
Sales Management, Communication, Customer Service, Management, Profit Margins, Situation Analysis, Strategic Negotiations, Organizational..., Collections, Skip Tracing, Microsoft Office, Phone Etiquette, Positive Can-do Attitude
Education
Black Hills State University 1998 — 1998
Psychology
South Dakota School of Mines and Technology 1988 — 1988
Sociology
Greene Resources February 2014 - Present
National Golf Graphics January 2005 - Present
Havill-Sporel Motor Sales October 2002 - August 2004
Russ Darrow September 1998 - March 2002
Morgan Stanley Wealth Management March 1997 - May 1998
Skills
Sales Management, Communication, Customer Service, Management, Profit Margins, Situation Analysis, Strategic Negotiations, Organizational..., Collections, Skip Tracing, Microsoft Office, Phone Etiquette, Positive Can-do Attitude
Education
Black Hills State University 1998 — 1998
Psychology
South Dakota School of Mines and Technology 1988 — 1988
Sociology
Eric Frye Eric Frye's Morgan Stanley Wealth Management Experience December 2013 - October 2014
Job Assistant Project Manager at Andersen Interior Contracting, Inc.
Industry Construction
Experience
Andersen Interior Contracting, Inc. January 2015 - Present
Frye Enterprises LLC July 2008 - January 2015
Morgan Stanley Wealth Management December 2013 - October 2014
Sears Holdings Corporation November 2007 - March 2013
Skills
Microsoft Office Suite, Microsoft Word, Microsoft Excel, PowerPoint, Forecasting, Management, Budgets, Account Reconciliation, Analysis, Business Process, Customer Service, Employee Training, Finance, Inventory Management, Merchandising, Microsoft Office, Project Management, Retail, Sales, Software Documentation, Time Management
Education
New Jersey City University 2010 — 2012
Bachelor's degree, Business Administration and Management, General, 3.4 GPA
Brookdale Community College 2008 — 2010
Associate's degree, Business Administration and Management, General
Andersen Interior Contracting, Inc. January 2015 - Present
Frye Enterprises LLC July 2008 - January 2015
Morgan Stanley Wealth Management December 2013 - October 2014
Sears Holdings Corporation November 2007 - March 2013
Skills
Microsoft Office Suite, Microsoft Word, Microsoft Excel, PowerPoint, Forecasting, Management, Budgets, Account Reconciliation, Analysis, Business Process, Customer Service, Employee Training, Finance, Inventory Management, Merchandising, Microsoft Office, Project Management, Retail, Sales, Software Documentation, Time Management
Education
New Jersey City University 2010 — 2012
Bachelor's degree, Business Administration and Management, General, 3.4 GPA
Brookdale Community College 2008 — 2010
Associate's degree, Business Administration and Management, General
Carmel Barrau's Morgan Stanley Wealth Management Experience July 2013 - August 2013
Job Graduate Assistant For Diversity Education
Industry Higher Education
Experience
Boston College September 2013 - Present
Let's Get Ready July 2014 - August 2014
Boston College August 2013 - May 2014
Morgan Stanley Wealth Management July 2013 - August 2013
Skills
Event Planning, Public Speaking, Presentations, Events Coordination, Analysis, Microsoft Word, Microsoft Excel, Higher Education, Research, Student Affairs, Student Development, SPSS, Diversity Training, Residence Life, Student Leadership, Higher Education..., Social Media, Community Outreach, PowerPoint, Microsoft Office
Education
Boston College 2013 — 2015
Master of Education (MEd), Higher Education/Student Affairs
Boston College 2009 — 2013
Bachelor of Arts (BA), Psychology
Boston College September 2013 - Present
Let's Get Ready July 2014 - August 2014
Boston College August 2013 - May 2014
Morgan Stanley Wealth Management July 2013 - August 2013
Skills
Event Planning, Public Speaking, Presentations, Events Coordination, Analysis, Microsoft Word, Microsoft Excel, Higher Education, Research, Student Affairs, Student Development, SPSS, Diversity Training, Residence Life, Student Leadership, Higher Education..., Social Media, Community Outreach, PowerPoint, Microsoft Office
Education
Boston College 2013 — 2015
Master of Education (MEd), Higher Education/Student Affairs
Boston College 2009 — 2013
Bachelor of Arts (BA), Psychology
Christian Woo Christian Woo's Morgan Stanley Wealth Management Experience May 2013 - September 2013
Job Citi Sales & Trading Analyst
Industry Financial Services
Experience
Citi July 2015 - Present
BU Finance & Investment Club May 2013 - May 2015
Citi June 2014 - August 2014
AgIS Capital LLC February 2014 - April 2014
Morgan Stanley Wealth Management May 2013 - September 2013
BU Finance & Investment Club September 2012 - May 2013
BU Urban Business Accelerator September 2012 - December 2012
Morgan Stanley Wealth Management May 2012 - September 2012
Office of the Comptroller October 2010 - December 2010
Skills
Microsoft Excel, PowerPoint, Equity Research, DCF, Regression Analysis, Bloomberg Terminal
Education
Boston University 2011 — 2015
BSBA, Finance, Accounting, Junior
Punahou School 2005 — 2011
Citi July 2015 - Present
BU Finance & Investment Club May 2013 - May 2015
Citi June 2014 - August 2014
AgIS Capital LLC February 2014 - April 2014
Morgan Stanley Wealth Management May 2013 - September 2013
BU Finance & Investment Club September 2012 - May 2013
BU Urban Business Accelerator September 2012 - December 2012
Morgan Stanley Wealth Management May 2012 - September 2012
Office of the Comptroller October 2010 - December 2010
Skills
Microsoft Excel, PowerPoint, Equity Research, DCF, Regression Analysis, Bloomberg Terminal
Education
Boston University 2011 — 2015
BSBA, Finance, Accounting, Junior
Punahou School 2005 — 2011
Stephen Daley, CRPC®'s Morgan Stanley Wealth Management Experience October 2004 - March 2009
Job Financial Advisor, Associate Vice President with Ameriprise Financial Services, Inc. in Dublin
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2009 - Present
Morgan Stanley Wealth Management October 2004 - March 2009
Edward Jones June 1995 - October 2004
Huntington National Bank 1993 - 1995
Skills
Employee Benefits, Business Planning, Leadership, Protection Planning, Marketing, Client Relationships
Education
Bowling Green State University 1984 — 1988
B.S. in Education, Business Education, Marketing
Ameriprise Financial Services, Inc. March 2009 - Present
Morgan Stanley Wealth Management October 2004 - March 2009
Edward Jones June 1995 - October 2004
Huntington National Bank 1993 - 1995
Skills
Employee Benefits, Business Planning, Leadership, Protection Planning, Marketing, Client Relationships
Education
Bowling Green State University 1984 — 1988
B.S. in Education, Business Education, Marketing
Tod Holberton Tod Holberton's Morgan Stanley Wealth Management Experience May 2013 - May 2014
Job Investment Banking Analyst at Jefferies
Industry Financial Services
Experience
Jefferies July 2014 - Present
Morgan Stanley Wealth Management May 2013 - May 2014
Brown University September 2013 - December 2013
Basin Harbor Club June 2011 - August 2011
Education
Brown University 2010 — 2014
Economics
St. Paul's School 2006 — 2010
Jefferies July 2014 - Present
Morgan Stanley Wealth Management May 2013 - May 2014
Brown University September 2013 - December 2013
Basin Harbor Club June 2011 - August 2011
Education
Brown University 2010 — 2014
Economics
St. Paul's School 2006 — 2010
Langston Laury's Morgan Stanley Wealth Management Experience 2011 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Vanguard August 2013 - Present
Morgan Stanley Wealth Management 2011 - 2012
Merrill Lynch March 2006 - March 2008
Skills
Portuguese, Spanish, Latin, PowerPoint, Excel models, Wealth Management..., Data Analysis, Investments, Risk Management, Financial Modeling, Series 7
Education
Brown University 2001 — 2005
Bachelor of Arts (B.A.), Business/Managerial Economics
The Episcopal Academy 1997 — 2001
Vanguard August 2013 - Present
Morgan Stanley Wealth Management 2011 - 2012
Merrill Lynch March 2006 - March 2008
Skills
Portuguese, Spanish, Latin, PowerPoint, Excel models, Wealth Management..., Data Analysis, Investments, Risk Management, Financial Modeling, Series 7
Education
Brown University 2001 — 2005
Bachelor of Arts (B.A.), Business/Managerial Economics
The Episcopal Academy 1997 — 2001
Matthew Mulcahy's Morgan Stanley Wealth Management Experience May 2012 - July 2012
Job Student at Boston College
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2013 - August 2013
UBS Wealth Management July 2012 - August 2012
Morgan Stanley Wealth Management May 2012 - July 2012
Skills
Microsoft Office, Bloomberg Terminal, Morningstar, Mac OS X
Education
Boston College 2010 — 2014
Bachelor of Science in Management, Finance, Senior
Delbarton School 2006 — 2010
Bank of America Merrill Lynch June 2013 - August 2013
UBS Wealth Management July 2012 - August 2012
Morgan Stanley Wealth Management May 2012 - July 2012
Skills
Microsoft Office, Bloomberg Terminal, Morningstar, Mac OS X
Education
Boston College 2010 — 2014
Bachelor of Science in Management, Finance, Senior
Delbarton School 2006 — 2010
Elizabeth Kelley's Morgan Stanley Wealth Management Experience June 2011 - August 2012
Job Investment Banking Analyst at Moelis & Company
Industry
Experience
Moelis & Company July 2015 - Present
Grant Thornton LLP June 2014 - August 2014
Morgan Stanley Wealth Management June 2011 - August 2012
Education
Boston University 2011 — 2015
Questrom School of Business, Senior
Middlebury Union High School
Moelis & Company July 2015 - Present
Grant Thornton LLP June 2014 - August 2014
Morgan Stanley Wealth Management June 2011 - August 2012
Education
Boston University 2011 — 2015
Questrom School of Business, Senior
Middlebury Union High School
Kathleen Brady's Morgan Stanley Wealth Management Experience May 2011 - Present
Job Executive Director at Morgan Stanley Wealth Management
Industry Research
Experience
Morgan Stanley Wealth Management May 2011 - Present
Citadel Securities 2009 - 2010
Bank of America Securities 1999 - 2008
The Chase Manhattan Bank 1987 - 1999
Skills
Fixed income distressed...
Education
Boston College - Carroll School of Management
Bachelor's degree, Accounting
M.B.A. Fordham University, New York, NY
Master of Business Administration (M.B.A.), Concentration in Finance
Morgan Stanley Wealth Management May 2011 - Present
Citadel Securities 2009 - 2010
Bank of America Securities 1999 - 2008
The Chase Manhattan Bank 1987 - 1999
Skills
Fixed income distressed...
Education
Boston College - Carroll School of Management
Bachelor's degree, Accounting
M.B.A. Fordham University, New York, NY
Master of Business Administration (M.B.A.), Concentration in Finance
Brian Spencer, MBA Brian Spencer, MBA's Morgan Stanley Wealth Management Experience August 2011 - May 2014
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs May 2014 - Present
Morgan Stanley Wealth Management August 2011 - May 2014
Wells Fargo Advisors, LLC June 2010 - August 2011
T&T Enterprises August 2009 - June 2010
Skills
Series 7, Investments, Wealth Management, 401k, Valuation, Securities, Finance, Retirement Planning, Mortgage Lending, Small Business, Financial Analysis, Series 63, Insurance, Fixed Income, Leadership, Microsoft Excel, Portfolio Management, Public Speaking, Management, Data Analysis, Microsoft Office, Financial Modeling, Marketing, Strategic Planning
Education
Westminster College 2012 — 2014
Master of Business Administration (M.B.A.)
Brigham Young University 2006 — 2009
Economics, Management
Goldman Sachs May 2014 - Present
Morgan Stanley Wealth Management August 2011 - May 2014
Wells Fargo Advisors, LLC June 2010 - August 2011
T&T Enterprises August 2009 - June 2010
Skills
Series 7, Investments, Wealth Management, 401k, Valuation, Securities, Finance, Retirement Planning, Mortgage Lending, Small Business, Financial Analysis, Series 63, Insurance, Fixed Income, Leadership, Microsoft Excel, Portfolio Management, Public Speaking, Management, Data Analysis, Microsoft Office, Financial Modeling, Marketing, Strategic Planning
Education
Westminster College 2012 — 2014
Master of Business Administration (M.B.A.)
Brigham Young University 2006 — 2009
Economics, Management
Vaha Ongoongotau's Morgan Stanley Wealth Management Experience Elite Trading deskE*TRADE FinancialMarch 2010 - February 2012
Job MBA
Industry Financial Services
Experience
Morgan Stanley Wealth Management Elite Trading deskE*TRADE FinancialMarch 2010 - February 2012
Education
Brigham Young University 2013 — 2015
Master of Business Administration (MBA)
Brigham Young University 1994 — 1997
Morgan Stanley Wealth Management Elite Trading deskE*TRADE FinancialMarch 2010 - February 2012
Education
Brigham Young University 2013 — 2015
Master of Business Administration (MBA)
Brigham Young University 1994 — 1997
Ryan Kraszewski Ryan Kraszewski's Morgan Stanley Wealth Management Experience March 2013 - December 2014
Job Group Membership Analyst at Experticity
Industry Financial Services
Experience
Experticity December 2014 - Present
Morgan Stanley Wealth Management March 2013 - December 2014
Morgan Stanley Wealth Management July 2012 - March 2013
MedAssets, LLC - Revenue Cycle Services September 2009 - August 2011
Skills
Revenue Cycle Management, Revenue Cycle, Healthcare Consulting, Healthcare Industry, Medicaid, Healthcare, Monarch, Healthcare Management, Healthcare Information..., Medicare, Decision Support, HIPAA, Epic Systems, Meditech, Medical Billing, CPT, Microsoft Dynamics SL, ICD-9, Managed Care, Auditing, Finance, Mutual Funds, Leadership
Education
University of Scranton, Kania School of Management 2005 — 2009
Bachelor of Science, Economics
Bond University
Experticity December 2014 - Present
Morgan Stanley Wealth Management March 2013 - December 2014
Morgan Stanley Wealth Management July 2012 - March 2013
MedAssets, LLC - Revenue Cycle Services September 2009 - August 2011
Skills
Revenue Cycle Management, Revenue Cycle, Healthcare Consulting, Healthcare Industry, Medicaid, Healthcare, Monarch, Healthcare Management, Healthcare Information..., Medicare, Decision Support, HIPAA, Epic Systems, Meditech, Medical Billing, CPT, Microsoft Dynamics SL, ICD-9, Managed Care, Auditing, Finance, Mutual Funds, Leadership
Education
University of Scranton, Kania School of Management 2005 — 2009
Bachelor of Science, Economics
Bond University
Hewei Yu Hewei Yu's Morgan Stanley Wealth Management Experience May 2012 - July 2012
Job Founder at SporX LLC
Industry Sports
Experience
SporX LLC August 2015 - Present
Mission Athletecare September 2014 - August 2015
National Basketball Association (NBA) July 2013 - September 2013
Morgan Stanley Wealth Management May 2012 - July 2012
People's Bank of China June 2011 - July 2011
HSBC July 2010 - August 2010
DeShiBao Golf Course June 2009 - July 2009
Skills
Research, Sales, Business Strategy
Education
New York University 2013 — 2014
Master of Science (M.S.), Sports Business
Brandeis University 2009 — 2013
Bachelor of Arts (B.A.), Mathematics
Brandeis University
Bachelor of Arts (B.A.), Economics
SporX LLC August 2015 - Present
Mission Athletecare September 2014 - August 2015
National Basketball Association (NBA) July 2013 - September 2013
Morgan Stanley Wealth Management May 2012 - July 2012
People's Bank of China June 2011 - July 2011
HSBC July 2010 - August 2010
DeShiBao Golf Course June 2009 - July 2009
Skills
Research, Sales, Business Strategy
Education
New York University 2013 — 2014
Master of Science (M.S.), Sports Business
Brandeis University 2009 — 2013
Bachelor of Arts (B.A.), Mathematics
Brandeis University
Bachelor of Arts (B.A.), Economics
Courtney Costello Courtney Costello's Morgan Stanley Wealth Management Experience June 2011 - Present
Job Wealth Management Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Morgan Stanley Wealth Management June 2011 - Present
Merrill Lynch July 2008 - June 2011
Skills
Series 7, Series 66, Uniform Combined State..., Microsoft Office, Salesforce.com, Asset Allocation, Customer Service
Education
Bryant University 2004 — 2008
Bachelor of Science (BS), Finance, General
Trinity High School 2000 — 2004
Morgan Stanley March 2015 - Present
Morgan Stanley Wealth Management June 2011 - Present
Merrill Lynch July 2008 - June 2011
Skills
Series 7, Series 66, Uniform Combined State..., Microsoft Office, Salesforce.com, Asset Allocation, Customer Service
Education
Bryant University 2004 — 2008
Bachelor of Science (BS), Finance, General
Trinity High School 2000 — 2004
Chris Maiorana Chris Maiorana's Morgan Stanley Wealth Management Experience 1998 - 1999
Job Partner, Practice Advisors Three Sixty; Owner, RCI, Inc.
Industry Management Consulting
Experience
Practice Advisors 360 July 2013 - Present
Recruiter's Choice Inc. October 2013 - Present
Children's Wishes of Rhode Island September 2014 - Present
Greysmith September 2011 - October 2013
John Hancock March 2007 - September 2011
Sun Life Financial 2002 - 2007
Manulife Financial 1999 - 2002
Morgan Stanley Wealth Management 1998 - 1999
Skills
Insurance, Recruiting, Financial Services, SDLC, Contract Recruitment, Finance, Relationship Management, Business Development, Leadership, Talent Acquisition, Human Resources, Vendor Management, Executive Search, Technical Recruiting, Temporary Placement, Applicant Tracking..., Staffing Services, Screening Resumes, CRM, Interviews, Cold Calling, Account Management, Sourcing, Consulting, Employee Benefits, Talent Management, Sales, Internet Recruiting, PeopleSoft, College Recruiting, Management, Time Management, Networking, Executive Management
Education
Bryant University 1993 — 1997
Bachelor of Science, Finance, General
Medway HS
Practice Advisors 360 July 2013 - Present
Recruiter's Choice Inc. October 2013 - Present
Children's Wishes of Rhode Island September 2014 - Present
Greysmith September 2011 - October 2013
John Hancock March 2007 - September 2011
Sun Life Financial 2002 - 2007
Manulife Financial 1999 - 2002
Morgan Stanley Wealth Management 1998 - 1999
Skills
Insurance, Recruiting, Financial Services, SDLC, Contract Recruitment, Finance, Relationship Management, Business Development, Leadership, Talent Acquisition, Human Resources, Vendor Management, Executive Search, Technical Recruiting, Temporary Placement, Applicant Tracking..., Staffing Services, Screening Resumes, CRM, Interviews, Cold Calling, Account Management, Sourcing, Consulting, Employee Benefits, Talent Management, Sales, Internet Recruiting, PeopleSoft, College Recruiting, Management, Time Management, Networking, Executive Management
Education
Bryant University 1993 — 1997
Bachelor of Science, Finance, General
Medway HS
David Dorado's Morgan Stanley Wealth Management Experience Physics Learning AssistantBoston UniversityJanuary 2012 - January 2013
Job Student at New York University
Industry Banking
Experience
Morgan Stanley Wealth Management Physics Learning AssistantBoston UniversityJanuary 2012 - January 2013
Ashoka May 2010 - June 2012
Down Syndrome Foundation of Madrid January 2010 - June 2011
SOS Children's Villages June 2010 - July 2010
Skills
Research, SPSS, International Economics, Economic Research, Public Speaking, Economics, Fundraising, French, Microsoft Office, Nonprofits, English, Social Media, Multilingual, Teaching, Spanish, PowerPoint
Education
New York University 2013 — 2015
Bachelor of Arts (BA), Double major in Economics and Mathematics with minors in Physics and Computer Science
Boston University 2011 — 2013
Bachelor of Arts (BA), Double major in Economics and Mathematics with a minor in Physics, Dean's List
Morgan Stanley Wealth Management Physics Learning AssistantBoston UniversityJanuary 2012 - January 2013
Ashoka May 2010 - June 2012
Down Syndrome Foundation of Madrid January 2010 - June 2011
SOS Children's Villages June 2010 - July 2010
Skills
Research, SPSS, International Economics, Economic Research, Public Speaking, Economics, Fundraising, French, Microsoft Office, Nonprofits, English, Social Media, Multilingual, Teaching, Spanish, PowerPoint
Education
New York University 2013 — 2015
Bachelor of Arts (BA), Double major in Economics and Mathematics with minors in Physics and Computer Science
Boston University 2011 — 2013
Bachelor of Arts (BA), Double major in Economics and Mathematics with a minor in Physics, Dean's List
Eric P. Van Allen Eric P. Van Allen's Morgan Stanley Wealth Management Experience May 2013 - February 2014
Job Executive Director, Compliance & Operational Risk Control at UBS Asset Management
Industry Financial Services
Experience
Brown Brothers Harriman March 2014 - February 2015
Morgan Stanley Wealth Management May 2013 - February 2014
Morgan Stanley International Wealth Management April 2011 - April 2013
Morgan Stanley Wealth Management June 2007 - March 2011
Morgan Stanley September 2006 - May 2007
Morgan Stanley Wealth Management August 2004 - August 2006
American Stock Exchange April 2003 - August 2004
US Securities and Exchange Commission September 1999 - April 2003
Education
Boston College Law School 1996 — 1999
J.D.
University of California, Berkeley 1989 — 1994
B.S., Industrial Engineering and Operations Research
Brown Brothers Harriman March 2014 - February 2015
Morgan Stanley Wealth Management May 2013 - February 2014
Morgan Stanley International Wealth Management April 2011 - April 2013
Morgan Stanley Wealth Management June 2007 - March 2011
Morgan Stanley September 2006 - May 2007
Morgan Stanley Wealth Management August 2004 - August 2006
American Stock Exchange April 2003 - August 2004
US Securities and Exchange Commission September 1999 - April 2003
Education
Boston College Law School 1996 — 1999
J.D.
University of California, Berkeley 1989 — 1994
B.S., Industrial Engineering and Operations Research
Roger Barlow, CFP®'s Morgan Stanley Wealth Management Experience March 1998 - Present
Job Portfolio Associate / Financial Planning Associate
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 1998 - Present
Skills
Series 7, Series 65, Life & Health Insurance..., Certified Financial..., Series 6, Series 63, Tax Research
Education
Golden Gate University, Braden School of Taxation 2011 — 2013
Masters Degree Courses in Taxation, 3.77 GPA
Boston University School of Law
University of Oregon
Bachelor of Science (with Honors)
Morgan Stanley Wealth Management March 1998 - Present
Skills
Series 7, Series 65, Life & Health Insurance..., Certified Financial..., Series 6, Series 63, Tax Research
Education
Golden Gate University, Braden School of Taxation 2011 — 2013
Masters Degree Courses in Taxation, 3.77 GPA
Boston University School of Law
University of Oregon
Bachelor of Science (with Honors)
Deonne Stephens Deonne Stephens's Morgan Stanley Wealth Management Experience January 2013 - Present
Job Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2013 - Present
Independent Contractor January 2012 - January 2013
Invesco Ltd. July 2008 - December 2011
SunTrust Investment Services August 2006 - December 2007
Financial Industry Regulatory Authority June 1996 - August 2006
Office of the Comptroller of the Currency April 1993 - June 1996
Education
Brigham Young University 1986 — 1988
Bachelor of Arts (B.A.), International Relations and Affairs
Morgan Stanley Wealth Management January 2013 - Present
Independent Contractor January 2012 - January 2013
Invesco Ltd. July 2008 - December 2011
SunTrust Investment Services August 2006 - December 2007
Financial Industry Regulatory Authority June 1996 - August 2006
Office of the Comptroller of the Currency April 1993 - June 1996
Education
Brigham Young University 1986 — 1988
Bachelor of Arts (B.A.), International Relations and Affairs
Rosario Gonzalez Rosario Gonzalez's Morgan Stanley Wealth Management Experience September 2007 - August 2014
Job Director, Product Control & Surveillance (WIMA)
Industry Financial Services
Experience
Barclays Wealth and Investment Management August 2014 - Present
Morgan Stanley Wealth Management September 2007 - August 2014
Morgan Stanley Wealth Management September 2006 - September 2007
Hold Brothers On-line Investment Services, LLC May 2005 - September 2006
Prudential Financial September 1996 - December 2004
Skills
Series 7, Trading, Securities, Series 63, FINRA, Fixed Income, Equities, Capital Markets, Investments, Bloomberg, Wealth Management, Banking, Financial Markets, Bonds, Options, FX Options, Finance, Alternative Investments
Education
Borough of Manhattan Community College
Fashion Institute of Technology
Barclays Wealth and Investment Management August 2014 - Present
Morgan Stanley Wealth Management September 2007 - August 2014
Morgan Stanley Wealth Management September 2006 - September 2007
Hold Brothers On-line Investment Services, LLC May 2005 - September 2006
Prudential Financial September 1996 - December 2004
Skills
Series 7, Trading, Securities, Series 63, FINRA, Fixed Income, Equities, Capital Markets, Investments, Bloomberg, Wealth Management, Banking, Financial Markets, Bonds, Options, FX Options, Finance, Alternative Investments
Education
Borough of Manhattan Community College
Fashion Institute of Technology
Galal G. Hazzi Galal G. Hazzi's Morgan Stanley Wealth Management Experience July 2011 - Present
Job Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2011 - Present
All American Ford -Subaru-isuzu November 2010 - July 2011
Knowledge N' More January 2009 - November 2010
International Trade Links (ITL) September 2008 - November 2010
MTI/Clic Foods May 2004 - July 2008
Skills
Marketing, Management, Inventory Management, QuickBooks, Microsoft Office, Project Planning, Benefits Administration, Data Entry, Microsoft Excel, Bookkeeping, Wholesale, New Business Development, Billing Process, Analysis, Accounting, Invoicing, Accounts Payable, Financial Reporting, Finance, Financial Analysis, Customer Service, Leadership, Team Leadership, Sales, Strategic Planning
Education
Montclair State University 2008 — 2010
Bachelor of Science (B.S.), Business Administration, Finance
Brookdale Community College 2005 — 2007
Associate of Arts (A.A.), Business Administration, 3.9
Morgan Stanley Wealth Management July 2011 - Present
All American Ford -Subaru-isuzu November 2010 - July 2011
Knowledge N' More January 2009 - November 2010
International Trade Links (ITL) September 2008 - November 2010
MTI/Clic Foods May 2004 - July 2008
Skills
Marketing, Management, Inventory Management, QuickBooks, Microsoft Office, Project Planning, Benefits Administration, Data Entry, Microsoft Excel, Bookkeeping, Wholesale, New Business Development, Billing Process, Analysis, Accounting, Invoicing, Accounts Payable, Financial Reporting, Finance, Financial Analysis, Customer Service, Leadership, Team Leadership, Sales, Strategic Planning
Education
Montclair State University 2008 — 2010
Bachelor of Science (B.S.), Business Administration, Finance
Brookdale Community College 2005 — 2007
Associate of Arts (A.A.), Business Administration, 3.9
Sha'Quanna Brown's Morgan Stanley Wealth Management Experience May 2011 - February 2013
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Investment Management February 2013 - Present
Morgan Stanley Wealth Management May 2011 - February 2013
Brooks Brothers September 2010 - May 2011
Skills
Management, Spreadsheets, Software Documentation, Marketing
Education
Borough of Manhattan Community College 2014 — 2016
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
University of Bridgeport
Morgan Stanley Investment Management February 2013 - Present
Morgan Stanley Wealth Management May 2011 - February 2013
Brooks Brothers September 2010 - May 2011
Skills
Management, Spreadsheets, Software Documentation, Marketing
Education
Borough of Manhattan Community College 2014 — 2016
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
University of Bridgeport
Heidi Mages Heidi Mages's Morgan Stanley Wealth Management Experience January 2014 - Present
Job Executive Assistant at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2015 - Present
Morgan Stanley Wealth Management January 2014 - Present
JoBear Designs 2013 - Present
Idealab August 2008 - November 2013
Orso Restaurant April 2002 - August 2008
Choice Professionals January 2001 - April 2002
Star Staffing May 2000 - October 2001
Scoozi! Lettuce Entertain You Enterprises April 1998 - May 2000
Skills
Management, Entertainment, Acting, Fashion, Television, Film, Comedy, Microsoft Office Suite, Outlook, PC and Mac proficient, Microsoft Office, Improvisation, Independent Film, Stage, Musical Theatre, Commercials, Theatre, Feature Films, Human Resources, Voice Acting, Drama
Education
Briar Cliff University 1990 — 1994
Bachelor of Arts Degree, Theatre/Theatre Arts Management
J.P. Morgan January 2015 - Present
Morgan Stanley Wealth Management January 2014 - Present
JoBear Designs 2013 - Present
Idealab August 2008 - November 2013
Orso Restaurant April 2002 - August 2008
Choice Professionals January 2001 - April 2002
Star Staffing May 2000 - October 2001
Scoozi! Lettuce Entertain You Enterprises April 1998 - May 2000
Skills
Management, Entertainment, Acting, Fashion, Television, Film, Comedy, Microsoft Office Suite, Outlook, PC and Mac proficient, Microsoft Office, Improvisation, Independent Film, Stage, Musical Theatre, Commercials, Theatre, Feature Films, Human Resources, Voice Acting, Drama
Education
Briar Cliff University 1990 — 1994
Bachelor of Arts Degree, Theatre/Theatre Arts Management
Yvette Gong Yvette Gong's Morgan Stanley Wealth Management Experience June 2014 - June 2015
Job Business Analyst at Connance
Industry Financial Services
Experience
Connance July 2015 - Present
Morgan Stanley Wealth Management June 2014 - June 2015
Deloitte June 2013 - August 2013
JPMorgan Chase July 2012 - July 2012
RuffaloCODY January 2012 - April 2012
Boys and Girls Clubs of America July 2011 - August 2011
Tennis Kids April 2008 - August 2010
Education
Boston College 2010 — 2014
Bachelor of Arts, Mathematics
Universidad Carlos III de Madrid
Granada Institute of International Studies
Bernards High School 2007 — 2010
Connance July 2015 - Present
Morgan Stanley Wealth Management June 2014 - June 2015
Deloitte June 2013 - August 2013
JPMorgan Chase July 2012 - July 2012
RuffaloCODY January 2012 - April 2012
Boys and Girls Clubs of America July 2011 - August 2011
Tennis Kids April 2008 - August 2010
Education
Boston College 2010 — 2014
Bachelor of Arts, Mathematics
Universidad Carlos III de Madrid
Granada Institute of International Studies
Bernards High School 2007 — 2010
Bryan Waldron, MBA's Morgan Stanley Wealth Management Experience April 2014 - Present
Job Service Review Unit Associate at Morgan Stanley Wealth Management
Industry Banking
Experience
Morgan Stanley Wealth Management April 2014 - Present
Morgan Stanley Wealth Management September 2013 - Present
Eagle Gate College December 2012 - August 2013
Discover Financial Services March 2013 - June 2013
Western Governors University December 2012 - February 2013
Western Range Association June 2008 - August 2012
Walmart October 2006 - September 2007
Strategic Staffing April 2006 - October 2006
Skills
Management, Hiring, Performance Management, Strategy, Microsoft Excel, Microsoft Word, Onboarding, PowerPoint, Resume Writing, Strategic Planning, Operations Management, Spanish, Human Resources..., Recruiting/Staffing, Banking, Outlook, Microsoft Access, HRIS, Screening Resumes, Retail Banking, Commercial Banking, Fraud Detection, Corporate Finance, Banking Operations, Transaction Processing, Investment Banking, Fraud Prevention, Applicant Tracking...
Education
University of Phoenix 2010 — 2011
M.B.A., Business Administration, 3.56
Brigham Young University 1994 — 2008
Bachelor of Arts, History
Morgan Stanley Wealth Management April 2014 - Present
Morgan Stanley Wealth Management September 2013 - Present
Eagle Gate College December 2012 - August 2013
Discover Financial Services March 2013 - June 2013
Western Governors University December 2012 - February 2013
Western Range Association June 2008 - August 2012
Walmart October 2006 - September 2007
Strategic Staffing April 2006 - October 2006
Skills
Management, Hiring, Performance Management, Strategy, Microsoft Excel, Microsoft Word, Onboarding, PowerPoint, Resume Writing, Strategic Planning, Operations Management, Spanish, Human Resources..., Recruiting/Staffing, Banking, Outlook, Microsoft Access, HRIS, Screening Resumes, Retail Banking, Commercial Banking, Fraud Detection, Corporate Finance, Banking Operations, Transaction Processing, Investment Banking, Fraud Prevention, Applicant Tracking...
Education
University of Phoenix 2010 — 2011
M.B.A., Business Administration, 3.56
Brigham Young University 1994 — 2008
Bachelor of Arts, History
James DeMarco, Jr. James DeMarco, Jr.'s Morgan Stanley Wealth Management Experience January 2014 - April 2014
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2014 - Present
Morgan Stanley Wealth Management January 2014 - April 2014
AIL 2013 - 2013
The Law Offices of James DeMarco, Jr., Esq. 2010 - 2013
Mattioni, Ltd. May 2008 - December 2009
DeMarco & DeMarco, P.C. September 1997 - April 2008
Education
Villanova University School of Law 1994 — 1997
Juris Doctor, Law
Bucknell University 1990 — 1994
B.A., Philosophy and Religion
St. Joseph's Preparatory School 1986 — 1990
Highschool
St. Peters
St. Peters
Wells Fargo Advisors, LLC May 2014 - Present
Morgan Stanley Wealth Management January 2014 - April 2014
AIL 2013 - 2013
The Law Offices of James DeMarco, Jr., Esq. 2010 - 2013
Mattioni, Ltd. May 2008 - December 2009
DeMarco & DeMarco, P.C. September 1997 - April 2008
Education
Villanova University School of Law 1994 — 1997
Juris Doctor, Law
Bucknell University 1990 — 1994
B.A., Philosophy and Religion
St. Joseph's Preparatory School 1986 — 1990
Highschool
St. Peters
St. Peters
Lisa Shalett Lisa Shalett's Morgan Stanley Wealth Management Experience September 2013 - Present
Job Head of Investment and Portfolio Solutions at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management September 2013 - Present
WFUV 2006 - Present
Merrill Lynch Global Wealth Management January 2011 - April 2013
AllianceBernstein February 2007 - October 2010
Sanford C. Bernstein October 2002 - February 2007
Sanford C. Bernstein January 2000 - October 2002
Sanford C. Bernstein January 1995 - January 2000
The Boston Consulting Group 1989 - 1994
Skills
Equities, Investments, Asset Allocation, Alternative Investments, Hedge Funds, Asset Management, Investment Strategies, Portfolio Management, Leadership, Investment Management, Fixed Income, Wealth Management, Investment Advisory, Venture Capital, Equity Research, Capital Raising, Trading Strategies, Equity Derivatives, Strategic Planning, Asset Managment, Emerging Markets, Financial Modeling, Financial Advisory, LBO, Capital Markets
Education
Harvard Business School 1987 — 1989
MBA, General Management, Finance
Brown University 1981 — 1985
Sc.B, Applied Math/Economics
Morgan Stanley Wealth Management September 2013 - Present
WFUV 2006 - Present
Merrill Lynch Global Wealth Management January 2011 - April 2013
AllianceBernstein February 2007 - October 2010
Sanford C. Bernstein October 2002 - February 2007
Sanford C. Bernstein January 2000 - October 2002
Sanford C. Bernstein January 1995 - January 2000
The Boston Consulting Group 1989 - 1994
Skills
Equities, Investments, Asset Allocation, Alternative Investments, Hedge Funds, Asset Management, Investment Strategies, Portfolio Management, Leadership, Investment Management, Fixed Income, Wealth Management, Investment Advisory, Venture Capital, Equity Research, Capital Raising, Trading Strategies, Equity Derivatives, Strategic Planning, Asset Managment, Emerging Markets, Financial Modeling, Financial Advisory, LBO, Capital Markets
Education
Harvard Business School 1987 — 1989
MBA, General Management, Finance
Brown University 1981 — 1985
Sc.B, Applied Math/Economics
Jeffrey Fanning Jeffrey Fanning's Morgan Stanley Wealth Management Experience July 2013 - Present
Job Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2013 - Present
HFP Capital Markets LLC August 2012 - December 2012
AGC Partners August 2011 - February 2012
American Eagle Outfitters June 2010 - August 2010
Skills
Series 7, Series 63
Education
Bowdoin College 2007 — 2011
Bachelor of Arts, Economics
Buckingham Browne & Nichols 2002 — 2006
London School of Economics and Political Science
Morgan Stanley Wealth Management July 2013 - Present
HFP Capital Markets LLC August 2012 - December 2012
AGC Partners August 2011 - February 2012
American Eagle Outfitters June 2010 - August 2010
Skills
Series 7, Series 63
Education
Bowdoin College 2007 — 2011
Bachelor of Arts, Economics
Buckingham Browne & Nichols 2002 — 2006
London School of Economics and Political Science
Xia (Ivy) Sheng Xia (Ivy) Sheng's Morgan Stanley Wealth Management Experience June 2013 - June 2014
Job Front Office Consultant at Murex
Industry Financial Services
Experience
Murex July 2015 - Present
Massachusetts Institute of Technology (MIT) July 2014 - June 2015
Morgan Stanley Wealth Management June 2013 - June 2014
Royal Bank of Scotland August 2012 - November 2012
Shanghai Pudong Development Bank July 2009 - May 2010
Skills
Financial Analysis, Investments, Financial Modeling, Derivatives, Data Analysis, Valuation, Advanced Excel, Access,..., Project Management, Bloomberg, MATLAB, Portfolio Management, Asset Allocation
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2015
Master's Degree, Finance
Brown University 2010 — 2012
Master's degree, Economics and Finance Policy
Zhejiang University 2006 — 2010
Bachelor's Degree, Finance and Banking
Murex July 2015 - Present
Massachusetts Institute of Technology (MIT) July 2014 - June 2015
Morgan Stanley Wealth Management June 2013 - June 2014
Royal Bank of Scotland August 2012 - November 2012
Shanghai Pudong Development Bank July 2009 - May 2010
Skills
Financial Analysis, Investments, Financial Modeling, Derivatives, Data Analysis, Valuation, Advanced Excel, Access,..., Project Management, Bloomberg, MATLAB, Portfolio Management, Asset Allocation
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2015
Master's Degree, Finance
Brown University 2010 — 2012
Master's degree, Economics and Finance Policy
Zhejiang University 2006 — 2010
Bachelor's Degree, Finance and Banking
Madeleine Del Santo's Morgan Stanley Wealth Management Experience July 2012 - August 2012
Job Analytics Representative at Bloomberg LP
Industry
Experience
Bloomberg LP July 2015 - Present
Boston College Center for Corporate Citizenship September 2014 - May 2015
Gap Inc. May 2014 - August 2014
Tagged May 2013 - August 2013
Morgan Stanley Wealth Management July 2012 - August 2012
Sugar Shack Menlo Park 2010 - 2012
Children's House Montessori June 2009 - August 2009
Skills
Teamwork, Social Media Marketing, Corporate Blogging, Research, Social Media, Customer Service, Final Cut Pro, Illustrator, Photoshop, Microsoft Excel, Microsoft Office, PowerPoint, Blogging, Event Planning
Education
Boston College 2011 — 2015
Bachelor of Arts (B.A.), English and Economics
Florence University of the Arts
Sacred Heart Preparatory 2007 — 2011
High School Diploma
Bloomberg LP July 2015 - Present
Boston College Center for Corporate Citizenship September 2014 - May 2015
Gap Inc. May 2014 - August 2014
Tagged May 2013 - August 2013
Morgan Stanley Wealth Management July 2012 - August 2012
Sugar Shack Menlo Park 2010 - 2012
Children's House Montessori June 2009 - August 2009
Skills
Teamwork, Social Media Marketing, Corporate Blogging, Research, Social Media, Customer Service, Final Cut Pro, Illustrator, Photoshop, Microsoft Excel, Microsoft Office, PowerPoint, Blogging, Event Planning
Education
Boston College 2011 — 2015
Bachelor of Arts (B.A.), English and Economics
Florence University of the Arts
Sacred Heart Preparatory 2007 — 2011
High School Diploma
Peter DiPaolo Peter DiPaolo's Morgan Stanley Wealth Management Experience June 2013 - April 2014
Job Fund Administrator Associate Level 2 at State Street
Industry
Experience
State Street June 2014 - Present
Morgan Stanley Wealth Management June 2013 - April 2014
Belle Haven Investments June 2012 - August 2012
State Street Corporation June 2009 - July 2009
Skills
Bloomberg, Portfolio Management, Spanish, Trading, Fixed Income, Competitive Analysis, Mergers & Acquisitions, Marketing, Facebook, Financial Modeling, Financial Analysis, Finance, Bloomberg Terminal, Corporate Finance, Economics, Equities, Mutual Funds, Securities, Equity Research, Valuation, Capital Markets, Hedge Funds, Investments, Derivatives
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Science in Finance
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2014
Bachelor of Science, Finance Concentration
Boston College High School 2007 — 2010
Universidad Carlos III de Madrid 2013 — 2013
Business
State Street June 2014 - Present
Morgan Stanley Wealth Management June 2013 - April 2014
Belle Haven Investments June 2012 - August 2012
State Street Corporation June 2009 - July 2009
Skills
Bloomberg, Portfolio Management, Spanish, Trading, Fixed Income, Competitive Analysis, Mergers & Acquisitions, Marketing, Facebook, Financial Modeling, Financial Analysis, Finance, Bloomberg Terminal, Corporate Finance, Economics, Equities, Mutual Funds, Securities, Equity Research, Valuation, Capital Markets, Hedge Funds, Investments, Derivatives
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Science in Finance
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2014
Bachelor of Science, Finance Concentration
Boston College High School 2007 — 2010
Universidad Carlos III de Madrid 2013 — 2013
Business
Laurielle Hofer's Morgan Stanley Wealth Management Experience June 2012 - July 2014
Job Investor Relations Associate
Industry Venture Capital & Private Equity
Experience
GI Partners September 2015 - Present
UCSF November 2014 - September 2015
Morgan Stanley Wealth Management June 2012 - July 2014
Morgan Stanley Wealth Management June 2011 - August 2011
John Picard and Associates January 2010 - August 2010
Skills
Bloomberg, Corporate Finance, Valuation, Investments, Financial Analysis, Data Analysis, Alternative Investments, Management, Economics, Fixed Income, Strategy
Education
Brown University 2008 — 2012
Economics
Laguna Beach High School 2004 — 2008
Harbor Day School
GI Partners September 2015 - Present
UCSF November 2014 - September 2015
Morgan Stanley Wealth Management June 2012 - July 2014
Morgan Stanley Wealth Management June 2011 - August 2011
John Picard and Associates January 2010 - August 2010
Skills
Bloomberg, Corporate Finance, Valuation, Investments, Financial Analysis, Data Analysis, Alternative Investments, Management, Economics, Fixed Income, Strategy
Education
Brown University 2008 — 2012
Economics
Laguna Beach High School 2004 — 2008
Harbor Day School
Deborah Abiri's Morgan Stanley Wealth Management Experience June 2014 - August 2014
Job Finance Intern at Pramerica Real Estate Investors
Industry Management Consulting
Experience
Pramerica Real Estate Investors October 2014 - December 2014
Morgan Stanley Wealth Management June 2014 - August 2014
alice + olivia June 2014 - July 2014
Student Events 2013 - May 2014
Bunsis and Company CPA’s PC, Head Intern June 2013 - August 2013
Student Events January 2013 - June 2013
NoviSign Digital Signage September 2012 - December 2012
Hirshleifer's April 2012 - June 2012
Skills
Advertising, Social Media, Strategy, Microsoft Excel, Photoshop, Social Networking, Marketing Strategy, Public Relations, Integrated Marketing, Fashion, Microsoft Office, Facebook, OS X, Layout, Dreamweaver, Spanish, WordPress, Access, Mac, Teamwork, CSS, Time Management, Blogging, PowerPoint, Microsoft Word, Research, Public Speaking, Event Planning, Data Analysis, Visio, Accounts Payable, Account Reconciliation, Budget Forecasts
Education
Brandeis University 2012 — 2016
North Shore Hebrew Academy 2008 — 2012
Pramerica Real Estate Investors October 2014 - December 2014
Morgan Stanley Wealth Management June 2014 - August 2014
alice + olivia June 2014 - July 2014
Student Events 2013 - May 2014
Bunsis and Company CPA’s PC, Head Intern June 2013 - August 2013
Student Events January 2013 - June 2013
NoviSign Digital Signage September 2012 - December 2012
Hirshleifer's April 2012 - June 2012
Skills
Advertising, Social Media, Strategy, Microsoft Excel, Photoshop, Social Networking, Marketing Strategy, Public Relations, Integrated Marketing, Fashion, Microsoft Office, Facebook, OS X, Layout, Dreamweaver, Spanish, WordPress, Access, Mac, Teamwork, CSS, Time Management, Blogging, PowerPoint, Microsoft Word, Research, Public Speaking, Event Planning, Data Analysis, Visio, Accounts Payable, Account Reconciliation, Budget Forecasts
Education
Brandeis University 2012 — 2016
North Shore Hebrew Academy 2008 — 2012
Paul Ricciardelli, CFA Paul Ricciardelli, CFA's Morgan Stanley Wealth Management Experience July 2011 - Present
Job Managing Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2011 - Present
Merrill Lynch July 1999 - June 2011
Skills
Chartered Financial..., Series 7, Series 24, Series 65
Education
Boston College 1987 — 1991
Bachelor of Science (BS), Finance and Marketing
The Ohio State University 1997 — 1999
Master of Business Administration (MBA), Investments and Securities
Morgan Stanley Wealth Management July 2011 - Present
Merrill Lynch July 1999 - June 2011
Skills
Chartered Financial..., Series 7, Series 24, Series 65
Education
Boston College 1987 — 1991
Bachelor of Science (BS), Finance and Marketing
The Ohio State University 1997 — 1999
Master of Business Administration (MBA), Investments and Securities
CJ Stevens's Morgan Stanley Wealth Management Experience October 2012 - May 2013
Job Private Client Banker at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2013 - Present
Morgan Stanley Wealth Management October 2012 - May 2013
Wells Fargo November 2007 - September 2012
Education
California Lutheran University 2014 — 2016
Master of Business Administration (M.B.A.), Finance
California State University-Northridge 2010 — 2012
B.A., Business Management
Moorpark College 2007 — 2010
General Education
JPMorgan Chase June 2013 - Present
Morgan Stanley Wealth Management October 2012 - May 2013
Wells Fargo November 2007 - September 2012
Education
California Lutheran University 2014 — 2016
Master of Business Administration (M.B.A.), Finance
California State University-Northridge 2010 — 2012
B.A., Business Management
Moorpark College 2007 — 2010
General Education
Dustin Broughton Dustin Broughton's Morgan Stanley Wealth Management Experience May 2011 - May 2015
Job Private Equity Analyst at Joyal Capital Management
Industry Financial Services
Experience
Joyal Capital Management June 2015 - Present
Morgan Stanley Wealth Management May 2011 - May 2015
Scottrade August 2008 - October 2010
Scottrade January 2007 - August 2008
Skills
Mutual Funds, Securities, Equities, Series 63, Asset Allocation, Wealth Management, Finance, Options, Fixed Income, Portfolio Management, ETFs, Series 7, Investments, Stocks, Hedge Funds, Managed Futures, Private Equity
Education
Bryant University 2002 — 2006
Bachelor of Science in Business Administration, Finance
Joyal Capital Management June 2015 - Present
Morgan Stanley Wealth Management May 2011 - May 2015
Scottrade August 2008 - October 2010
Scottrade January 2007 - August 2008
Skills
Mutual Funds, Securities, Equities, Series 63, Asset Allocation, Wealth Management, Finance, Options, Fixed Income, Portfolio Management, ETFs, Series 7, Investments, Stocks, Hedge Funds, Managed Futures, Private Equity
Education
Bryant University 2002 — 2006
Bachelor of Science in Business Administration, Finance
Jason Adams's Morgan Stanley Wealth Management Experience June 2009 - September 2009
Job Associate at Intervale Capital
Industry Venture Capital & Private Equity
Experience
Intervale Capital April 2013 - Present
HSBC June 2010 - April 2013
Morgan Stanley Wealth Management June 2009 - September 2009
Education
Boston College 2006 — 2010
BA, Honors Economics, English
Westminster School 2003 — 2006
Intervale Capital April 2013 - Present
HSBC June 2010 - April 2013
Morgan Stanley Wealth Management June 2009 - September 2009
Education
Boston College 2006 — 2010
BA, Honors Economics, English
Westminster School 2003 — 2006
Judith Zednik's Morgan Stanley Wealth Management Experience 2012 - 2013
Job Program Coordinator at Adams 12 Five Star Schools
Industry Education Management
Experience
Adams 12 Five Star Schools September 2013 - Present
Morgan Stanley Wealth Management 2012 - 2013
Higher Education 2002 - 2012
New America School 2009 - 2011
Colorado International School 2008 - 2009
Skills
Curriculum Design, Budgeting, Higher Education, Program Development, Leadership Development, Instructional Design, Strategic Planning, Policy, Classroom Instruction, Budgets, Leadership, Management, Classroom, Staff Development, Career Counseling, Teaching, Analysis, Human Resources, Marketing, Time Management, Sales, Project Planning, Event Planning, Training, Team Building, Organizational..., Finance, Fundraising, Resume Writing, Administration, Editing, Conflict Resolution, Career Development, Recruiting, Program Management, Educational Leadership, Curriculum Development, Grant Writing, Workshop Facilitation, Public Speaking, Adult Education, Community Outreach, Educational Technology, E-Learning
Education
University of Colorado Denver 2009 — 2011
Ed.S, Leadership
Regis University 2000 — 2002
MBA, Marketing and Management
Black Hills State University 1989 — 1993
Bachelor of Science, Secondary education /social studies
Adams 12 Five Star Schools September 2013 - Present
Morgan Stanley Wealth Management 2012 - 2013
Higher Education 2002 - 2012
New America School 2009 - 2011
Colorado International School 2008 - 2009
Skills
Curriculum Design, Budgeting, Higher Education, Program Development, Leadership Development, Instructional Design, Strategic Planning, Policy, Classroom Instruction, Budgets, Leadership, Management, Classroom, Staff Development, Career Counseling, Teaching, Analysis, Human Resources, Marketing, Time Management, Sales, Project Planning, Event Planning, Training, Team Building, Organizational..., Finance, Fundraising, Resume Writing, Administration, Editing, Conflict Resolution, Career Development, Recruiting, Program Management, Educational Leadership, Curriculum Development, Grant Writing, Workshop Facilitation, Public Speaking, Adult Education, Community Outreach, Educational Technology, E-Learning
Education
University of Colorado Denver 2009 — 2011
Ed.S, Leadership
Regis University 2000 — 2002
MBA, Marketing and Management
Black Hills State University 1989 — 1993
Bachelor of Science, Secondary education /social studies
Nedenia Hutton Craig Nedenia Hutton Craig's Morgan Stanley Wealth Management Experience June 2008 - June 2009
Job President & Chief Creative Officer at DEE HUTTON
Industry Apparel & Fashion
Experience
DEE HUTTON January 2013 - Present
Peggy Jennings June 2006 - August 2011
alice + olivia June 2009 - August 2009
Morgan Stanley Wealth Management June 2008 - June 2009
Vera Wang June 2005 - August 2005
Education
Parsons School of Design 2010 — 2012
Graduate Degree, Fashion/Apparel Design
Brown University 2004 — 2008
Bachelor of Arts (B.A.), History of Art & Architecture
Greenwich Academy 1991 — 2004
DEE HUTTON January 2013 - Present
Peggy Jennings June 2006 - August 2011
alice + olivia June 2009 - August 2009
Morgan Stanley Wealth Management June 2008 - June 2009
Vera Wang June 2005 - August 2005
Education
Parsons School of Design 2010 — 2012
Graduate Degree, Fashion/Apparel Design
Brown University 2004 — 2008
Bachelor of Arts (B.A.), History of Art & Architecture
Greenwich Academy 1991 — 2004
Melissa Sexton, CFA Melissa Sexton, CFA's Morgan Stanley Wealth Management Experience April 2013 - Present
Job Executive Director Investment Risk at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley Wealth Management April 2013 - Present
Concordia Advisors LLC April 2010 - April 2013
Ore Hill Partners LLC April 2007 - March 2010
BRI Partners LLC September 2003 - April 2007
Bank of America February 2000 - July 2003
Lotsoff Capital Management July 1998 - February 2000
NationsBank November 1990 - July 1998
Chicago Research & Trading 1990 - 1993
Skills
Hedge Funds, Alternative Investments, Fixed Income, Capital Markets, Derivatives, Market Risk, Equities, Portfolio Management, Counterparty Risk, Credit Risk, Risk Management, Credit Derivatives, Asset Managment, Options, Stress Testing, Financial Modeling, Hedging, Enterprise Risk..., Liquidity Risk, Quantitative Finance, Asset Allocation, Asset and Liability..., Risk Governance, Valuation, FX Options, Financial Markets, Bloomberg, Trading Systems, Financial Risk, Equity Derivatives, Trading, Bonds
Education
Boston University 1986 — 1990
BA, Mathematics and Economics
Chartered Financial Analyst 1999 — 2001
CFA
Illinois Institute of Technology 1997 — 1997
Certificate Program, UNIX/C/C++ Programming
Morgan Stanley Wealth Management April 2013 - Present
Concordia Advisors LLC April 2010 - April 2013
Ore Hill Partners LLC April 2007 - March 2010
BRI Partners LLC September 2003 - April 2007
Bank of America February 2000 - July 2003
Lotsoff Capital Management July 1998 - February 2000
NationsBank November 1990 - July 1998
Chicago Research & Trading 1990 - 1993
Skills
Hedge Funds, Alternative Investments, Fixed Income, Capital Markets, Derivatives, Market Risk, Equities, Portfolio Management, Counterparty Risk, Credit Risk, Risk Management, Credit Derivatives, Asset Managment, Options, Stress Testing, Financial Modeling, Hedging, Enterprise Risk..., Liquidity Risk, Quantitative Finance, Asset Allocation, Asset and Liability..., Risk Governance, Valuation, FX Options, Financial Markets, Bloomberg, Trading Systems, Financial Risk, Equity Derivatives, Trading, Bonds
Education
Boston University 1986 — 1990
BA, Mathematics and Economics
Chartered Financial Analyst 1999 — 2001
CFA
Illinois Institute of Technology 1997 — 1997
Certificate Program, UNIX/C/C++ Programming
Marta Roginski Marta Roginski's Morgan Stanley Wealth Management Experience June 2013 - Present
Job Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2013 - Present
Morgan Stanley Smith Barney September 2008 - Present
Morgan Stanley October 2011 - June 2013
Morgan Stanley Smith Barney November 2010 - June 2013
JEFFRIES & CO December 2006 - March 2008
MIZUHO SECURITIES USA, INC February 2006 - September 2006
SWISS AMERICAN SECURITIES, INC January 2001 - January 2006
Skills
Fixed Income, Business Analysis, DTC, ACATS, Back Office, Account Reconciliation, Financial Reporting, Investment Banking, Investments, Capital Markets, Trading, Analysis, Banking, Securities, Finance, Management, Financial Services
Education
Borough of Manhattan Community College 1998 — 2000
Accounting
Andrew Jackson High School 1990 — 1994
Morgan Stanley Wealth Management June 2013 - Present
Morgan Stanley Smith Barney September 2008 - Present
Morgan Stanley October 2011 - June 2013
Morgan Stanley Smith Barney November 2010 - June 2013
JEFFRIES & CO December 2006 - March 2008
MIZUHO SECURITIES USA, INC February 2006 - September 2006
SWISS AMERICAN SECURITIES, INC January 2001 - January 2006
Skills
Fixed Income, Business Analysis, DTC, ACATS, Back Office, Account Reconciliation, Financial Reporting, Investment Banking, Investments, Capital Markets, Trading, Analysis, Banking, Securities, Finance, Management, Financial Services
Education
Borough of Manhattan Community College 1998 — 2000
Accounting
Andrew Jackson High School 1990 — 1994
Christer Smith Christer Smith's Morgan Stanley Wealth Management Experience September 2013 - November 2013
Job Data Scientist Intern at Schoolie
Industry Financial Services
Experience
Schoolie August 2015 - Present
Internal Revenue Service February 2014 - Present
Wells Fargo September 2014 - January 2015
Morgan Stanley Wealth Management September 2013 - November 2013
America First Credit Union April 2013 - August 2013
Arvest Bank July 2012 - December 2012
10EQS April 2012 - November 2012
Retail Integrity Merchandising Solutions, Inc. May 2012 - June 2012
Chrysalis Inc October 2010 - August 2011
Spintek Marketing May 2010 - October 2010
Skills
Economics, Microsoft Excel, Microsoft Word, Outlook, Data Analysis, Financial Analysis, Finance, PowerPoint, Stata, Economic Modeling, Econometrics, Matlab, Computer Maintenance, Computer Hardware, Quantitative Research, Credit Analysis, Market Analysis, Economic Research, Mathematical Modeling, Mathematical Physics, Account Management, Merchandising, Firefox, Google Chrome, Bloomberg Terminal, Online Research, Stock Replenishment, R, Financial Crimes..., Customer Service, Management, Microsoft Office, Leadership, Analysis, Research, Public Speaking
Education
University of Utah 2014 — 2016
Master of Statistics: Econometrics, Econometrics and Quantitative Economics
Brigham Young University 2008 — 2011
Bachelor of Science, Economics
Schoolie August 2015 - Present
Internal Revenue Service February 2014 - Present
Wells Fargo September 2014 - January 2015
Morgan Stanley Wealth Management September 2013 - November 2013
America First Credit Union April 2013 - August 2013
Arvest Bank July 2012 - December 2012
10EQS April 2012 - November 2012
Retail Integrity Merchandising Solutions, Inc. May 2012 - June 2012
Chrysalis Inc October 2010 - August 2011
Spintek Marketing May 2010 - October 2010
Skills
Economics, Microsoft Excel, Microsoft Word, Outlook, Data Analysis, Financial Analysis, Finance, PowerPoint, Stata, Economic Modeling, Econometrics, Matlab, Computer Maintenance, Computer Hardware, Quantitative Research, Credit Analysis, Market Analysis, Economic Research, Mathematical Modeling, Mathematical Physics, Account Management, Merchandising, Firefox, Google Chrome, Bloomberg Terminal, Online Research, Stock Replenishment, R, Financial Crimes..., Customer Service, Management, Microsoft Office, Leadership, Analysis, Research, Public Speaking
Education
University of Utah 2014 — 2016
Master of Statistics: Econometrics, Econometrics and Quantitative Economics
Brigham Young University 2008 — 2011
Bachelor of Science, Economics
Amna Raheem's Morgan Stanley Wealth Management Experience June 2011 - May 2013
Job Vice President, TD Wealth
Industry Financial Services
Experience
TD Wealth May 2013 - Present
Morgan Stanley Wealth Management June 2011 - May 2013
Morgan Stanley Smith Barney January 2009 - June 2011
Morgan Stanley Smith Barney January 2008 - December 2009
Education
Boston University
B.A
University of Sydney
Master of Arts (M.A.)
TD Wealth May 2013 - Present
Morgan Stanley Wealth Management June 2011 - May 2013
Morgan Stanley Smith Barney January 2009 - June 2011
Morgan Stanley Smith Barney January 2008 - December 2009
Education
Boston University
B.A
University of Sydney
Master of Arts (M.A.)
Jamie Marner's Morgan Stanley Wealth Management Experience June 2011 - October 2012
Job Senior Executive
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2011 - October 2012
Viridian Energy February 2011 - May 2011
RSA The Security Division of EMC September 2008 - January 2011
Marner Consulting, LLC July 2007 - August 2008
IBM Global Services March 1999 - June 2007
Merrill Lynch September 1985 - March 1999
Skills
Financial Services, Risk Management, Business Analysis, Program Management, IT Strategy, Enterprise Software, Salesforce.com, Vendor Management, Professional Services, SaaS, Insurance, New Business Development, Cloud Computing, Strategic Planning, Business Development, Business Process..., Management, CRM, Strategy, Leadership
Education
Boston College 1981 — 1985
Bachelor of Arts (B.A.)
Pittsburgh Central Catholic 1977 — 1981
High School
Sacred Heart 1969 — 1977
Elementary School
Morgan Stanley Wealth Management June 2011 - October 2012
Viridian Energy February 2011 - May 2011
RSA The Security Division of EMC September 2008 - January 2011
Marner Consulting, LLC July 2007 - August 2008
IBM Global Services March 1999 - June 2007
Merrill Lynch September 1985 - March 1999
Skills
Financial Services, Risk Management, Business Analysis, Program Management, IT Strategy, Enterprise Software, Salesforce.com, Vendor Management, Professional Services, SaaS, Insurance, New Business Development, Cloud Computing, Strategic Planning, Business Development, Business Process..., Management, CRM, Strategy, Leadership
Education
Boston College 1981 — 1985
Bachelor of Arts (B.A.)
Pittsburgh Central Catholic 1977 — 1981
High School
Sacred Heart 1969 — 1977
Elementary School
Heather Duke Heather Duke's Morgan Stanley Wealth Management Experience July 2011 - July 2014
Job Family Office Consultant Heather Duke
Industry Financial Services
Experience
Heather Duke July 2011 - Present
Morgan Stanley Wealth Management July 2011 - July 2014
PricewaterhouseCoopers LLP January 2009 - June 2011
PricewaterhouseCoopers LLP June 2006 - December 2008
Education
Brigham Young University 2005 — 2006
MAcc, Emphasis in Taxation
Brigham Young University 2001 — 2005
BS, Accounting
Arcadia High School
Heather Duke July 2011 - Present
Morgan Stanley Wealth Management July 2011 - July 2014
PricewaterhouseCoopers LLP January 2009 - June 2011
PricewaterhouseCoopers LLP June 2006 - December 2008
Education
Brigham Young University 2005 — 2006
MAcc, Emphasis in Taxation
Brigham Young University 2001 — 2005
BS, Accounting
Arcadia High School
Sheree D. Reinbach Sheree D. Reinbach's Morgan Stanley Wealth Management Experience July 2013 - Present
Job Executive Director at Morgan Stanley Wealth Management
Industry Banking
Experience
Morgan Stanley Wealth Management July 2013 - Present
Morgan Stanley Private Bank, National Association April 2012 - June 2013
Fannie Mae December 2011 - April 2012
MetLife Home Loans January 2011 - March 2012
Fannie Mae July 2010 - December 2010
Arbor Commercial Mortgage, LLC June 2007 - August 2009
Arent Fox LLP June 2000 - June 2007
Torys LLP June 1998 - June 2000
Loeb & Loeb LLP December 1994 - June 1998
Moses & Singer LLP July 1993 - December 1994
Skills
Mortgage Lending, Real Estate Transactions, Loan Origination, Commercial Real Estate, Financial Services, Mortgage Servicing, Legal Advice
Education
Brooklyn Law School
Juris Doctorate
New York University
Master of Business Administration, Finance and Marketing
Morgan Stanley Wealth Management July 2013 - Present
Morgan Stanley Private Bank, National Association April 2012 - June 2013
Fannie Mae December 2011 - April 2012
MetLife Home Loans January 2011 - March 2012
Fannie Mae July 2010 - December 2010
Arbor Commercial Mortgage, LLC June 2007 - August 2009
Arent Fox LLP June 2000 - June 2007
Torys LLP June 1998 - June 2000
Loeb & Loeb LLP December 1994 - June 1998
Moses & Singer LLP July 1993 - December 1994
Skills
Mortgage Lending, Real Estate Transactions, Loan Origination, Commercial Real Estate, Financial Services, Mortgage Servicing, Legal Advice
Education
Brooklyn Law School
Juris Doctorate
New York University
Master of Business Administration, Finance and Marketing
Jason Radka Jason Radka's Morgan Stanley Wealth Management Experience May 2013 - July 2013
Job Project Manager at International Paper
Industry Marketing and Advertising
Experience
International Paper May 2015 - Present
Finch's Beer Company April 2014 - June 2015
Great Northern Corporation March 2014 - May 2015
Morgan Stanley Wealth Management May 2013 - July 2013
Comcast Spotlight February 2008 - May 2013
Bose Corporation September 2012 - February 2013
Nintendo November 2011 - February 2012
Comcast Spotlight November 2010 - February 2012
Education
Cabrini College 2003 — 2007
Bachelors, English and Communications
International Paper May 2015 - Present
Finch's Beer Company April 2014 - June 2015
Great Northern Corporation March 2014 - May 2015
Morgan Stanley Wealth Management May 2013 - July 2013
Comcast Spotlight February 2008 - May 2013
Bose Corporation September 2012 - February 2013
Nintendo November 2011 - February 2012
Comcast Spotlight November 2010 - February 2012
Education
Cabrini College 2003 — 2007
Bachelors, English and Communications
Henry Patrick Hinz, CFP®'s Morgan Stanley Wealth Management Experience January 2011 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2011 - Present
AXA Advisors September 2009 - December 2010
Estee Lauder June 2008 - August 2008
Boston University May 2007 - January 2008
Education
Boston University - School of Management 2005 — 2009
Bachelor, Science and Business Administration; Finance
Manhasset High School 2001 — 2005
Morgan Stanley Wealth Management January 2011 - Present
AXA Advisors September 2009 - December 2010
Estee Lauder June 2008 - August 2008
Boston University May 2007 - January 2008
Education
Boston University - School of Management 2005 — 2009
Bachelor, Science and Business Administration; Finance
Manhasset High School 2001 — 2005
Alexandra Cordoba's Morgan Stanley Wealth Management Experience June 2013 - August 2014
Job Capital Markets Intern at PNC
Industry Banking
Experience
PNC June 2015 - Present
Morgan Stanley Wealth Management June 2013 - August 2014
Skills
Leadership
Education
Boston College 2012 — 2016
Boston College - Wallace E. Carroll Graduate School of Management 2012 — 2016
Bachelor of Science (BS), Finance, General
PNC June 2015 - Present
Morgan Stanley Wealth Management June 2013 - August 2014
Skills
Leadership
Education
Boston College 2012 — 2016
Boston College - Wallace E. Carroll Graduate School of Management 2012 — 2016
Bachelor of Science (BS), Finance, General
Tia Ferguson's Morgan Stanley Wealth Management Experience May 2010 - August 2010
Job Professional Sales Representative
Industry Pharmaceuticals
Experience
Takeda Pharmaceuticals June 2014 - Present
U-Swirl International, Inc. December 2012 - April 2014
American Family Insurance May 2012 - November 2012
Security First Bank September 2010 - August 2011
Morgan Stanley Wealth Management May 2010 - August 2010
Skills
Communication Skills, Interpersonal Skill, Organization, Management Skills, Invoicing, Customer Service, Banking, Payments, Goal Oriented, Analytical Skills, Accountability, Integrity, Organizational Structure, Business, Social Skills, Information Systems, Telephone Skills, Personal Finance, Diligent, Highly detail oriented, Close Attention to..., Team-oriented, Performance Tuning, Time Management, Management, Public Speaking, Sales, Teamwork, Communication, Leadership, Marketing, Microsoft Office, PowerPoint, Social Media, Social Networking, Team Building, Microsoft Word
Education
Black Hills State University 2008 — 2013
Bachelor of Science (BS), Business Administration, Marketing and Management
The University of South Dakota 2008 — 2008
Takeda Pharmaceuticals June 2014 - Present
U-Swirl International, Inc. December 2012 - April 2014
American Family Insurance May 2012 - November 2012
Security First Bank September 2010 - August 2011
Morgan Stanley Wealth Management May 2010 - August 2010
Skills
Communication Skills, Interpersonal Skill, Organization, Management Skills, Invoicing, Customer Service, Banking, Payments, Goal Oriented, Analytical Skills, Accountability, Integrity, Organizational Structure, Business, Social Skills, Information Systems, Telephone Skills, Personal Finance, Diligent, Highly detail oriented, Close Attention to..., Team-oriented, Performance Tuning, Time Management, Management, Public Speaking, Sales, Teamwork, Communication, Leadership, Marketing, Microsoft Office, PowerPoint, Social Media, Social Networking, Team Building, Microsoft Word
Education
Black Hills State University 2008 — 2013
Bachelor of Science (BS), Business Administration, Marketing and Management
The University of South Dakota 2008 — 2008
Ahkiel White Ahkiel White's Morgan Stanley Wealth Management Experience July 2013 - June 2014
Job Wealth Management Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley Wealth Management July 2013 - June 2014
AT&T May 2013 - July 2013
Franklin Twp. Public Schools January 2012 - May 2013
Bloomberg LP May 2012 - July 2012
Bucknell University August 2007 - May 2011
Skills
Data Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Research, Social Media, Teaching, Microsoft Word, Higher Education, Event Planning, Team Building, Team Leadership, Matlab, Series 7, Series 66, Life & Health Insurance...
Education
Bucknell University 2007 — 2011
Bachelor of Arts (BA), Economics and Political Science double Major
Morgan Stanley June 2014 - Present
Morgan Stanley Wealth Management July 2013 - June 2014
AT&T May 2013 - July 2013
Franklin Twp. Public Schools January 2012 - May 2013
Bloomberg LP May 2012 - July 2012
Bucknell University August 2007 - May 2011
Skills
Data Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Research, Social Media, Teaching, Microsoft Word, Higher Education, Event Planning, Team Building, Team Leadership, Matlab, Series 7, Series 66, Life & Health Insurance...
Education
Bucknell University 2007 — 2011
Bachelor of Arts (BA), Economics and Political Science double Major
Anthony Kanellopoulos Anthony Kanellopoulos's Morgan Stanley Wealth Management Experience June 2014 - July 2014
Job Student at Brown University
Industry
Experience
Brown University Investment Office March 2015 - Present
Morgan Stanley Wealth Management June 2014 - July 2014
PwC June 2013 - June 2013
Skills
Problem Solving, Economics, Teaching, History, Teamwork, Research, Stata, Microsoft Office, Market Research, Data Analysis, Microsoft Excel, English, Editing
Education
Brown University 2012 — 2016
Bachelor's Degree, Economics - History
H.A.E.F. Psychico College 2000 — 2012
Phillips Academy Andover 2010 — 2010
Brown University Investment Office March 2015 - Present
Morgan Stanley Wealth Management June 2014 - July 2014
PwC June 2013 - June 2013
Skills
Problem Solving, Economics, Teaching, History, Teamwork, Research, Stata, Microsoft Office, Market Research, Data Analysis, Microsoft Excel, English, Editing
Education
Brown University 2012 — 2016
Bachelor's Degree, Economics - History
H.A.E.F. Psychico College 2000 — 2012
Phillips Academy Andover 2010 — 2010
Jim Kirk, CFP® Jim Kirk, CFP®'s Morgan Stanley Wealth Management Experience 2012 - 2013
Job Wealth Management Advisor The Private Client Reserve of U.S. Bank
Industry Financial Services
Experience
U.S. Bank 2015 - Present
Ameriprise Financial Services, Inc. 2013 - 2015
Morgan Stanley Wealth Management 2012 - 2013
Morgan Stanley Wealth Management 2011 - 2012
Merrill Lynch & Citi Smith Barney 2008 - 2011
Citi Smith Barney 2006 - 2008
Citi Smith Barney 2005 - 2006
MoneyGram International 2000 - 2004
Skills
Strategic Financial..., Investments, Financial Advisory, Retirement Planning, Estate Planning, Asset Management, Comprehensive Wealth..., Financial Planning, Wealth Transfer
Education
University of Saint Thomas
BA, Journalism, Business
Boston University
Certificate in Financial Planning
U.S. Bank 2015 - Present
Ameriprise Financial Services, Inc. 2013 - 2015
Morgan Stanley Wealth Management 2012 - 2013
Morgan Stanley Wealth Management 2011 - 2012
Merrill Lynch & Citi Smith Barney 2008 - 2011
Citi Smith Barney 2006 - 2008
Citi Smith Barney 2005 - 2006
MoneyGram International 2000 - 2004
Skills
Strategic Financial..., Investments, Financial Advisory, Retirement Planning, Estate Planning, Asset Management, Comprehensive Wealth..., Financial Planning, Wealth Transfer
Education
University of Saint Thomas
BA, Journalism, Business
Boston University
Certificate in Financial Planning
Frances Kenajian Frances Kenajian's Morgan Stanley Wealth Management Experience June 2013 - July 2013
Job Legislative Assistant at District 21 Legislative Office
Industry
Experience
District 21 Legislative Office - Senator Thomas H. Kean October 2014 - Present
National Labor Relations Board September 2013 - December 2013
Morgan Stanley Wealth Management June 2013 - July 2013
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Public Speaking, Human Resources, Customer Service, Social Media, Event Planning, Outlook, Research, Social Networking, Leadership, Data Analysis
Education
Brooklyn Law School 2015 — 2018
Juris Doctor (J.D.) Candidate
Rutgers, The State University of New Jersey-New Brunswick 2013 — 2014
Master's Degree, Labor and Industrial Relations
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Arts (B.A.), Labor Studies
District 21 Legislative Office - Senator Thomas H. Kean October 2014 - Present
National Labor Relations Board September 2013 - December 2013
Morgan Stanley Wealth Management June 2013 - July 2013
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Public Speaking, Human Resources, Customer Service, Social Media, Event Planning, Outlook, Research, Social Networking, Leadership, Data Analysis
Education
Brooklyn Law School 2015 — 2018
Juris Doctor (J.D.) Candidate
Rutgers, The State University of New Jersey-New Brunswick 2013 — 2014
Master's Degree, Labor and Industrial Relations
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Arts (B.A.), Labor Studies
Eric Jung Eric Jung's Morgan Stanley Wealth Management Experience September 2012 - May 2013
Job Business Data Analytics at University of Southern California (USC) Marshall School of Business
Industry Information Technology and Services
Experience
Rakuten Inc. 楽天株式会社 September 2013 - May 2015
Astor Center May 2011 - August 2013
Morgan Stanley Wealth Management September 2012 - May 2013
Nomura Securities July 2011 - August 2012
United Nations Environment Programme May 2009 - August 2009
Skills
Key Performance..., Budgeting, Data Analysis, Finance, Forecasting, SQL, Japanese, English, Research, Equities, Sales, Korean, Microsoft Excel, PowerPoint, R, Tableau, SAS Programming, Salesforce.com
Education
University of Southern California - Marshall School of Business 2015 — 2016
Master of Science (M.S.), Business Data Analytics
Boston College - Carroll School of Management 2007 — 2011
Bachelor of Science (B.S.), Finance
Rakuten Inc. 楽天株式会社 September 2013 - May 2015
Astor Center May 2011 - August 2013
Morgan Stanley Wealth Management September 2012 - May 2013
Nomura Securities July 2011 - August 2012
United Nations Environment Programme May 2009 - August 2009
Skills
Key Performance..., Budgeting, Data Analysis, Finance, Forecasting, SQL, Japanese, English, Research, Equities, Sales, Korean, Microsoft Excel, PowerPoint, R, Tableau, SAS Programming, Salesforce.com
Education
University of Southern California - Marshall School of Business 2015 — 2016
Master of Science (M.S.), Business Data Analytics
Boston College - Carroll School of Management 2007 — 2011
Bachelor of Science (B.S.), Finance
Aliza Kahn's Morgan Stanley Wealth Management Experience June 2013 - August 2013
Job Analyst Development Program Associate I at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance Product Management and Development Program InternLiberty Mutual InsuranceMay 2014 - August 2014
Morgan Stanley Wealth Management June 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, SAS, Java, Stata, Research, Data Analysis, Teamwork, Presentations, Student Leadership, Student Affairs, Insurance, Social Media, Public Speaking, Academic Tutoring, Writing
Education
Brandeis University 2011 — 2015
Economics
Liberty Mutual Insurance Product Management and Development Program InternLiberty Mutual InsuranceMay 2014 - August 2014
Morgan Stanley Wealth Management June 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, SAS, Java, Stata, Research, Data Analysis, Teamwork, Presentations, Student Leadership, Student Affairs, Insurance, Social Media, Public Speaking, Academic Tutoring, Writing
Education
Brandeis University 2011 — 2015
Economics
Brenda Marshall's Morgan Stanley Wealth Management Experience February 2013 - June 2014
Job Regional Support Center Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors June 2014 - Present
Morgan Stanley Wealth Management February 2013 - June 2014
Wells Fargo Advisors April 1999 - August 2012
Fidelity Investments January 1993 - April 1999
Education
Bob Jones University
B.S. in Science
Salem Academy
Wells Fargo Advisors June 2014 - Present
Morgan Stanley Wealth Management February 2013 - June 2014
Wells Fargo Advisors April 1999 - August 2012
Fidelity Investments January 1993 - April 1999
Education
Bob Jones University
B.S. in Science
Salem Academy
Nathan Pease Nathan Pease's Morgan Stanley Wealth Management Experience April 2014 - Present
Job Analyst at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2014 - Present
Softwell September 2013 - February 2014
StepStone Group January 2012 - April 2012
Beneficial Financial Group January 2012 - April 2012
Skills
Financial Analysis, Private Equity, Microsoft Excel, Accounting, Financial Reporting, PowerPoint, Microsoft Office, Microsoft Word, Strategic Planning, Public Speaking, Research, Leadership, Customer Service, Outlook, Financial Modeling, Data Analysis, Access, Social Networking, Social Media, Corporate Finance
Education
Brigham Young University 2009 — 2013
BS, Finance
Morgan Stanley Wealth Management April 2014 - Present
Softwell September 2013 - February 2014
StepStone Group January 2012 - April 2012
Beneficial Financial Group January 2012 - April 2012
Skills
Financial Analysis, Private Equity, Microsoft Excel, Accounting, Financial Reporting, PowerPoint, Microsoft Office, Microsoft Word, Strategic Planning, Public Speaking, Research, Leadership, Customer Service, Outlook, Financial Modeling, Data Analysis, Access, Social Networking, Social Media, Corporate Finance
Education
Brigham Young University 2009 — 2013
BS, Finance
Adam Rafalski's Morgan Stanley Wealth Management Experience December 2013 - June 2015
Job Vice President | Associate Complex Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley Wealth Management December 2013 - June 2015
Ameriprise Financial January 2011 - December 2013
Roanoke Valley Match Play Championship June 2008 - June 2012
SunTrust Bank July 2008 - January 2011
LPL August 2005 - July 2008
Skills
Strategic Financial..., Retirement Planning, Risk Management, Financial Advisory, Estate Planning, Investment Strategies, Insurance, Finance, Banking, Wealth Management, Investments, Leadership, Marketing Strategy, Sales Operations, Asset Management, Asset Allocation, Investment Advisory, Marketing, Mutual Funds, Sales, Investment Management, Retirement, Business Development, Financial Planning, Financial Services, Management
Education
Bridgewater College 2003 — 2005
BS, Accounting and Finance
United States Military Academy at West Point 2000 — 2002
BS, Systems Engineering
Bel Air High School 1995 — 1999
Diploma
Morgan Stanley June 2015 - Present
Morgan Stanley Wealth Management December 2013 - June 2015
Ameriprise Financial January 2011 - December 2013
Roanoke Valley Match Play Championship June 2008 - June 2012
SunTrust Bank July 2008 - January 2011
LPL August 2005 - July 2008
Skills
Strategic Financial..., Retirement Planning, Risk Management, Financial Advisory, Estate Planning, Investment Strategies, Insurance, Finance, Banking, Wealth Management, Investments, Leadership, Marketing Strategy, Sales Operations, Asset Management, Asset Allocation, Investment Advisory, Marketing, Mutual Funds, Sales, Investment Management, Retirement, Business Development, Financial Planning, Financial Services, Management
Education
Bridgewater College 2003 — 2005
BS, Accounting and Finance
United States Military Academy at West Point 2000 — 2002
BS, Systems Engineering
Bel Air High School 1995 — 1999
Diploma
Matthew Palermo, CPA Matthew Palermo, CPA's Morgan Stanley Wealth Management Experience June 2011 - August 2011
Job Financial Services Senior Assurance Associate at EY
Industry Accounting
Experience
EY October 2015 - Present
EY September 2013 - September 2015
EY June 2012 - August 2012
Morgan Stanley Wealth Management June 2011 - August 2011
NewsChannel 9 WSYR May 2010 - November 2010
Pinnacle Investments, LLC June 2010 - June 2010
Skills
SEC Financial Reporting, SEC Filings, Internal Controls, US GAAP reporting, Assurance, Public Relations, AP Style, Microsoft Excel, Auditing
Education
Syracuse University - Martin J. Whitman School of Management 2012 — 2013
Master's degree, Accounting
Syracuse University 2009 — 2012
Bachelor of Science (B.S.), Accounting and Public Relations, 3.91
Boston College 2008 — 2009
EY October 2015 - Present
EY September 2013 - September 2015
EY June 2012 - August 2012
Morgan Stanley Wealth Management June 2011 - August 2011
NewsChannel 9 WSYR May 2010 - November 2010
Pinnacle Investments, LLC June 2010 - June 2010
Skills
SEC Financial Reporting, SEC Filings, Internal Controls, US GAAP reporting, Assurance, Public Relations, AP Style, Microsoft Excel, Auditing
Education
Syracuse University - Martin J. Whitman School of Management 2012 — 2013
Master's degree, Accounting
Syracuse University 2009 — 2012
Bachelor of Science (B.S.), Accounting and Public Relations, 3.91
Boston College 2008 — 2009
David Neff David Neff's Morgan Stanley Wealth Management Experience June 2013 - August 2013
Job Student at Brown University
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2013 - August 2013
ZogSports June 2012 - July 2012
Catch New York June 2011 - July 2011
Education
Brown University 2010 — 2014
Bachelor of Arts (B.A.), History
Columbia Grammar and Preparatory School
Morgan Stanley Wealth Management June 2013 - August 2013
ZogSports June 2012 - July 2012
Catch New York June 2011 - July 2011
Education
Brown University 2010 — 2014
Bachelor of Arts (B.A.), History
Columbia Grammar and Preparatory School
Pedro Fontes's Morgan Stanley Wealth Management Experience June 2010 - January 2014
Job Managing Director at RF Capital
Industry Financial Services
Experience
RF Capital INC January 2014 - Present
Morgan Stanley Wealth Management June 2010 - January 2014
Morgan Stanley Wealth Management June 2008 - June 2010
Morgan Stanley Wealth Management January 2004 - June 2008
Education
Brandeis University 1996 — 2000
Bachelor's degree, Political Science and Government
Brandeis University
RF Capital INC January 2014 - Present
Morgan Stanley Wealth Management June 2010 - January 2014
Morgan Stanley Wealth Management June 2008 - June 2010
Morgan Stanley Wealth Management January 2004 - June 2008
Education
Brandeis University 1996 — 2000
Bachelor's degree, Political Science and Government
Brandeis University
Jacob Northrup Jacob Northrup's Morgan Stanley Wealth Management Experience 2012 - 2013
Job Student at Bradley University
Industry
Experience
Turf Solutions Group May 2014 - Present
Morgan Stanley Wealth Management 2012 - 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Bloomberg Terminal, Investments, Bloomberg, Strategic Planning
Education
Bradley University 2012 — 2015
Bradley University 2011 — 2015
Turf Solutions Group May 2014 - Present
Morgan Stanley Wealth Management 2012 - 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Bloomberg Terminal, Investments, Bloomberg, Strategic Planning
Education
Bradley University 2012 — 2015
Bradley University 2011 — 2015
Adam Bielemeier Adam Bielemeier's Morgan Stanley Wealth Management Experience August 2010 - Present
Job Complex Risk Officer Vice President
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2010 - Present
Merrill Lynch 2009 - 2010
Merrill Lynch 2007 - 2009
Merrill Lynch 2005 - 2007
Merrill Lynch October 2003 - December 2005
Skills
Series 7, Series 66, Series 3, Series 9, Series 10, FINRA, Uniform Combined State..., Management, Nasdaq, Human Resources, Wealth Management, Investments, Compliance, Risk Management, Eagle Scout, Legal Compliance, Customer Service, Series 63, Credit, Loans, Financial Analysis, Financial Risk, Portfolio Management, Securities, Investment Advisory, Mutual Funds, Fixed Income, Credit Risk, Financial Services, Equities, Alternative Investments, Hedge Funds, Banking, Asset Management, Finance, Retirement Planning, Asset Allocation
Education
Bucknell University 1998 — 2002
BSBA, Business Management
Morgan Stanley Wealth Management August 2010 - Present
Merrill Lynch 2009 - 2010
Merrill Lynch 2007 - 2009
Merrill Lynch 2005 - 2007
Merrill Lynch October 2003 - December 2005
Skills
Series 7, Series 66, Series 3, Series 9, Series 10, FINRA, Uniform Combined State..., Management, Nasdaq, Human Resources, Wealth Management, Investments, Compliance, Risk Management, Eagle Scout, Legal Compliance, Customer Service, Series 63, Credit, Loans, Financial Analysis, Financial Risk, Portfolio Management, Securities, Investment Advisory, Mutual Funds, Fixed Income, Credit Risk, Financial Services, Equities, Alternative Investments, Hedge Funds, Banking, Asset Management, Finance, Retirement Planning, Asset Allocation
Education
Bucknell University 1998 — 2002
BSBA, Business Management
David Mishael's Morgan Stanley Wealth Management Experience June 2014 - August 2014
Job
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2014 - August 2014
Barclays February 2014 - April 2014
LG Fairmont Group May 2013 - September 2013
NYC Seminar and Conference Center May 2013 - July 2013
Subin Associates May 2012 - June 2012
Skills
Accounting, Microsoft Excel, Microsoft Word, Social Media, Microsoft Office, Finance, PowerPoint, Analysis, Fundraising, Valuation, Market Research, Facebook, Business Development, Nonprofits, Financial Modeling, Investments, Management, Public Speaking
Education
Boston University 2011 — 2015
Bachelor's Degree, Accounting and Finance
Morgan Stanley Wealth Management June 2014 - August 2014
Barclays February 2014 - April 2014
LG Fairmont Group May 2013 - September 2013
NYC Seminar and Conference Center May 2013 - July 2013
Subin Associates May 2012 - June 2012
Skills
Accounting, Microsoft Excel, Microsoft Word, Social Media, Microsoft Office, Finance, PowerPoint, Analysis, Fundraising, Valuation, Market Research, Facebook, Business Development, Nonprofits, Financial Modeling, Investments, Management, Public Speaking
Education
Boston University 2011 — 2015
Bachelor's Degree, Accounting and Finance
Taylor Guiffre Taylor Guiffre's Morgan Stanley Wealth Management Experience July 2014 - Present
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2014 - Present
Prudential Financial June 2013 - August 2013
Christie's June 2012 - July 2012
Skills
Microsoft Word, Microsoft Excel, Teamwork, PowerPoint
Education
Bowdoin College 2010 — 2014
Bachelor of Arts (BA), Sociology
The Pingry School 2006 — 2010
Morgan Stanley Wealth Management July 2014 - Present
Prudential Financial June 2013 - August 2013
Christie's June 2012 - July 2012
Skills
Microsoft Word, Microsoft Excel, Teamwork, PowerPoint
Education
Bowdoin College 2010 — 2014
Bachelor of Arts (BA), Sociology
The Pingry School 2006 — 2010
Nakul Pandav's Morgan Stanley Wealth Management Experience May 2013 - August 2013
Job Financial Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
BU Finance & Investment Club Student Managed Investment Fund May 2014 - May 2015
Fidelity Investments June 2014 - December 2014
BU Finance & Investment Club Student Managed Investment Fund September 2013 - May 2014
Morgan Stanley Wealth Management May 2013 - August 2013
BU Finance & Investment Club Student Managed Investment Fund September 2012 - May 2013
Allstate August 2010 - January 2011
Education
Boston University 2011 — 2015
Bachelor of Science in Business Administration, Finance
Creekview High School 2007 — 2011
Fidelity Investments June 2015 - Present
BU Finance & Investment Club Student Managed Investment Fund May 2014 - May 2015
Fidelity Investments June 2014 - December 2014
BU Finance & Investment Club Student Managed Investment Fund September 2013 - May 2014
Morgan Stanley Wealth Management May 2013 - August 2013
BU Finance & Investment Club Student Managed Investment Fund September 2012 - May 2013
Allstate August 2010 - January 2011
Education
Boston University 2011 — 2015
Bachelor of Science in Business Administration, Finance
Creekview High School 2007 — 2011
Alexandra Higbee Alexandra Higbee's Morgan Stanley Wealth Management Experience June 2014 - Present
Job Marketing Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2014 - Present
Cambridge Associates March 2014 - June 2014
Cambridge Associates, LLC July 2012 - March 2014
Cambridge Associates July 2012 - April 2013
Belltower Books November 2011 - May 2012
Bucknell University January 2011 - May 2012
Visiting Nurse Service of New York June 2011 - August 2011
SoundWaters June 2008 - August 2010
Skills
Team Leadership, Excel, Word, PowerPoint, Bloomberg, Salesforce.com, Spreadsheets, Healthcare, Economics, Data Analysis, Outlook, Wordpress, Blogging, Social Media, Data Entry, German, Spanish, General Awesomeness, Marketing, Microsoft Excel, Microsoft Word, Strategy, WordPress
Education
Bucknell University 2008 — 2012
BS, Management
Greenwich High School 2008 — 2012
Morgan Stanley Wealth Management June 2014 - Present
Cambridge Associates March 2014 - June 2014
Cambridge Associates, LLC July 2012 - March 2014
Cambridge Associates July 2012 - April 2013
Belltower Books November 2011 - May 2012
Bucknell University January 2011 - May 2012
Visiting Nurse Service of New York June 2011 - August 2011
SoundWaters June 2008 - August 2010
Skills
Team Leadership, Excel, Word, PowerPoint, Bloomberg, Salesforce.com, Spreadsheets, Healthcare, Economics, Data Analysis, Outlook, Wordpress, Blogging, Social Media, Data Entry, German, Spanish, General Awesomeness, Marketing, Microsoft Excel, Microsoft Word, Strategy, WordPress
Education
Bucknell University 2008 — 2012
BS, Management
Greenwich High School 2008 — 2012
Ben Chunko Ben Chunko's Morgan Stanley Wealth Management Experience August 2009 - January 2013
Job Associate Wealth Advisor at Liberty Wealth Management
Industry Financial Services
Experience
Liberty Wealth Management January 2013 - Present
Morgan Stanley Wealth Management August 2009 - January 2013
Wachovia January 2003 - July 2009
Education
Bucknell University 1997 — 2002
BSBA, Business Management
Liberty Wealth Management January 2013 - Present
Morgan Stanley Wealth Management August 2009 - January 2013
Wachovia January 2003 - July 2009
Education
Bucknell University 1997 — 2002
BSBA, Business Management
Rachel Chou's Morgan Stanley Wealth Management Experience May 2014 - July 2014
Job Marketing Intern for Rosa UK
Industry Marketing and Advertising
Experience
Bucknell University September 2014 - Present
ROSA The UK Fund for Women and Girls June 2015 - July 2015
Morgan Stanley Wealth Management May 2014 - July 2014
Hollister Co. June 2013 - August 2013
Tripod Learning June 2011 - August 2011
Skills
Editing, Research, Writing, Social Media, Teamwork, Event Planning, Public Speaking, Customer Service, PowerPoint, Microsoft Excel, Photoshop, News Writing, Microsoft Office, WordPress
Education
Bucknell University 2012 — 2016
Bachelor’s Degree, Economics and English (Creative Writing)
The Bronx High School of science 2008 — 2012
High School
Bucknell University September 2014 - Present
ROSA The UK Fund for Women and Girls June 2015 - July 2015
Morgan Stanley Wealth Management May 2014 - July 2014
Hollister Co. June 2013 - August 2013
Tripod Learning June 2011 - August 2011
Skills
Editing, Research, Writing, Social Media, Teamwork, Event Planning, Public Speaking, Customer Service, PowerPoint, Microsoft Excel, Photoshop, News Writing, Microsoft Office, WordPress
Education
Bucknell University 2012 — 2016
Bachelor’s Degree, Economics and English (Creative Writing)
The Bronx High School of science 2008 — 2012
High School
Grant Speer, CSPO Grant Speer, CSPO's Morgan Stanley Wealth Management Experience June 2009 - August 2009
Job Account Supervisor at Havas Worldwide Digital
Industry Marketing and Advertising
Experience
Havas Worldwide Digital August 2015 - Present
Havas Worldwide Digital March 2014 - Present
Havas Worldwide Digital February 2012 - March 2014
CarbonFoot Interactive October 2011 - March 2012
Fieldstone Promotions LLC June 2010 - June 2011
Morgan Stanley Wealth Management June 2009 - August 2009
Skills
Google Analytics, Google Adwords, PowerPoint, HTML, CRM, Google Docs, Online Marketing, Microsoft Excel, Business Development, SEM, Access, Pivot Tables, Account Management, Business Strategy, Digital Marketing, Excel, Web Analytics, SaaS, Mobile Applications, Wordpress, Applications Software..., Quantitative Research, Keyword Research, Business Analysis, Relationship Management, SEO, Agile Methodologies, User Experience, Enterprise Software, Solution Selling, HubSpot, Mac OS, Windows 7, Windows XP Professional, Localytics, Infrastructure, Unica, Financial Analysis, Forecasting, Business Intelligence, Negotiation, Supply Chain Management, Project Management, Competitive Analysis, Business Process...
Education
Quinnipiac University 2006 — 2010
Bachelor of Science, Marketing, Entrepreneurship & Small Business Management
Bond University 2009 — 2009
Study Abroad Program
Newtown High School 2002 — 2006
Havas Worldwide Digital August 2015 - Present
Havas Worldwide Digital March 2014 - Present
Havas Worldwide Digital February 2012 - March 2014
CarbonFoot Interactive October 2011 - March 2012
Fieldstone Promotions LLC June 2010 - June 2011
Morgan Stanley Wealth Management June 2009 - August 2009
Skills
Google Analytics, Google Adwords, PowerPoint, HTML, CRM, Google Docs, Online Marketing, Microsoft Excel, Business Development, SEM, Access, Pivot Tables, Account Management, Business Strategy, Digital Marketing, Excel, Web Analytics, SaaS, Mobile Applications, Wordpress, Applications Software..., Quantitative Research, Keyword Research, Business Analysis, Relationship Management, SEO, Agile Methodologies, User Experience, Enterprise Software, Solution Selling, HubSpot, Mac OS, Windows 7, Windows XP Professional, Localytics, Infrastructure, Unica, Financial Analysis, Forecasting, Business Intelligence, Negotiation, Supply Chain Management, Project Management, Competitive Analysis, Business Process...
Education
Quinnipiac University 2006 — 2010
Bachelor of Science, Marketing, Entrepreneurship & Small Business Management
Bond University 2009 — 2009
Study Abroad Program
Newtown High School 2002 — 2006
Connie Colacino Connie Colacino's Morgan Stanley Wealth Management Experience April 2012 - July 2013
Job Registered Client Service Associate at UBS Financial Services, Inc
Industry Financial Services
Experience
UBS Financial Services, Inc. July 2013 - Present
Morgan Stanley Wealth Management April 2012 - July 2013
Morgan Stanley Wealth Management July 2010 - April 2012
Gaetano's 2008 - 2010
Education
New Jersey City University 2008 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
Brookdale Community College 2005 — 2007
Associate of Arts (A.A.), Business Administration and Management, General
UBS Financial Services, Inc. July 2013 - Present
Morgan Stanley Wealth Management April 2012 - July 2013
Morgan Stanley Wealth Management July 2010 - April 2012
Gaetano's 2008 - 2010
Education
New Jersey City University 2008 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
Brookdale Community College 2005 — 2007
Associate of Arts (A.A.), Business Administration and Management, General
Beth Telander Beth Telander's Morgan Stanley Wealth Management Experience January 2014 - July 2014
Job Section Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley July 2014 - January 2015
Morgan Stanley Wealth Management January 2014 - July 2014
Morgan Stanley Wealth Management July 2012 - January 2014
Royal Oak Financial Group February 2006 - June 2012
Liberty Mutual 2005 - 2006
Skills
Finance, Securities, Performance Reporting, Gain & Loss, Wealth Management, Bookkeeping, Leadership and Coaching, Accounting, Risk Analysis, Equity Compensation..., QuickBooks, Small Business..., Equities, Strategic Financial..., Financial Analysis, Mutual Funds, Investments, Asset Allocation, Financial Modeling, Investment Strategies, Risk Management, Tax, Management, Training, Process Improvement, Trading, Leadership, Sales, Small Business
Education
Bowling Green State University 1999 — 2003
Bachelors, Sport Management, Sport Information, Journalism
Morgan Stanley January 2015 - Present
Morgan Stanley July 2014 - January 2015
Morgan Stanley Wealth Management January 2014 - July 2014
Morgan Stanley Wealth Management July 2012 - January 2014
Royal Oak Financial Group February 2006 - June 2012
Liberty Mutual 2005 - 2006
Skills
Finance, Securities, Performance Reporting, Gain & Loss, Wealth Management, Bookkeeping, Leadership and Coaching, Accounting, Risk Analysis, Equity Compensation..., QuickBooks, Small Business..., Equities, Strategic Financial..., Financial Analysis, Mutual Funds, Investments, Asset Allocation, Financial Modeling, Investment Strategies, Risk Management, Tax, Management, Training, Process Improvement, Trading, Leadership, Sales, Small Business
Education
Bowling Green State University 1999 — 2003
Bachelors, Sport Management, Sport Information, Journalism
William Lancaster William Lancaster's Morgan Stanley Wealth Management Experience 2011 - 2013
Job at Morgan Stanley Wealth Management
Industry Law Practice
Experience
Morgan Stanley Wealth Management 2011 - 2013
Slade & Newman LLP 2006 - 2010
Littman Krooks LLP 2004 - 2006
Solo and Consultant 2001 - 2004
Skills
Trusts, Securities Regulation, Estate Planning, Estate Administration, Litigation, High Net Worth..., Real Estate, Legal Assistance, Equities, Wills, Appeals, Legal Writing, Securities, Asset Management, Estate Law, Insurance, Legal Advice, Courts, Elder Law, Guardianship, Financial Advisory, Estate Tax Planning, Trust Services, Corporate Law, Wealth Management..., Bankruptcy, Wealth Management, Investment Advisory, Series 7, Corporate Governance, Arbitration, Commercial Litigation, Legal Research, Mediation, Family Law, Litigation Support, Westlaw, FINRA, Asset Protection
Education
New York University School of Law
LL.M. in Taxation
Brooklyn Law School
J.D., Summa cum Laude
Columbia College, Columbia University
Bachelor of Arts (B.A.)
Morgan Stanley Wealth Management 2011 - 2013
Slade & Newman LLP 2006 - 2010
Littman Krooks LLP 2004 - 2006
Solo and Consultant 2001 - 2004
Skills
Trusts, Securities Regulation, Estate Planning, Estate Administration, Litigation, High Net Worth..., Real Estate, Legal Assistance, Equities, Wills, Appeals, Legal Writing, Securities, Asset Management, Estate Law, Insurance, Legal Advice, Courts, Elder Law, Guardianship, Financial Advisory, Estate Tax Planning, Trust Services, Corporate Law, Wealth Management..., Bankruptcy, Wealth Management, Investment Advisory, Series 7, Corporate Governance, Arbitration, Commercial Litigation, Legal Research, Mediation, Family Law, Litigation Support, Westlaw, FINRA, Asset Protection
Education
New York University School of Law
LL.M. in Taxation
Brooklyn Law School
J.D., Summa cum Laude
Columbia College, Columbia University
Bachelor of Arts (B.A.)
Larry Behum, MBA, AAMS's Morgan Stanley Wealth Management Experience March 2012 - Present
Job Morgan Stanley Analyst & Business Owner
Industry Financial Services
Experience
Labmark, Inc. September 2009 - Present
Morgan Stanley Wealth Management March 2012 - Present
National City July 2008 - September 2009
Wells Fargo Advisors June 2006 - July 2008
Skills
Financial Analysis, Budgets, Contract Negotiation, Leadership, Business Development, Management, Sales, Project Management, Accounting, Finance, Insurance, Project Planning, Marketing, Access, Customer Service, Credit, Investments, Portfolio Management, Banking, Loans, Strategic Planning, Securities, Team Building, Mutual Funds
Education
Mount Vernon Nazarene University 2013 — 2015
Master of Business Administration (MBA), Finance, General
Bowling Green State University 2001 — 2006
BSBA, Economics
Labmark, Inc. September 2009 - Present
Morgan Stanley Wealth Management March 2012 - Present
National City July 2008 - September 2009
Wells Fargo Advisors June 2006 - July 2008
Skills
Financial Analysis, Budgets, Contract Negotiation, Leadership, Business Development, Management, Sales, Project Management, Accounting, Finance, Insurance, Project Planning, Marketing, Access, Customer Service, Credit, Investments, Portfolio Management, Banking, Loans, Strategic Planning, Securities, Team Building, Mutual Funds
Education
Mount Vernon Nazarene University 2013 — 2015
Master of Business Administration (MBA), Finance, General
Bowling Green State University 2001 — 2006
BSBA, Economics
Nicole Conniff's Morgan Stanley Wealth Management Experience June 2014 - August 2014
Job Audit Assistant at Deloitte & Touche LLP
Industry Accounting
Experience
Deloitte & Touche LLP September 2015 - Present
Boston University Questrom School of Business Graduate Program Office June 2013 - May 2015
Morgan Stanley Wealth Management June 2014 - August 2014
All State Sales Group July 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Skills
Microsoft Office, QuickBooks, Organization, Teamwork, Writing, Punctual, Creativity, Invoicing, Payroll, Leadership, Customer Service, Facebook, PowerPoint, Microsoft Word
Education
Boston University Questrom School of Business 2011 — 2015
Bachelor's Degree, Dual Concentrations in Accounting & Law
Boston University College of General Studies 2011 — 2013
Colts Neck High School 2007 — 2011
High School
Deloitte & Touche LLP September 2015 - Present
Boston University Questrom School of Business Graduate Program Office June 2013 - May 2015
Morgan Stanley Wealth Management June 2014 - August 2014
All State Sales Group July 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Skills
Microsoft Office, QuickBooks, Organization, Teamwork, Writing, Punctual, Creativity, Invoicing, Payroll, Leadership, Customer Service, Facebook, PowerPoint, Microsoft Word
Education
Boston University Questrom School of Business 2011 — 2015
Bachelor's Degree, Dual Concentrations in Accounting & Law
Boston University College of General Studies 2011 — 2013
Colts Neck High School 2007 — 2011
High School
Kristopher Mazara's Morgan Stanley Wealth Management Experience May 2009 - August 2009
Job User Experience Designer at Essence Digital
Industry Design
Experience
Essence Digital September 2015 - Present
Jetaport August 2015 - September 2015
F# March 2015 - August 2015
Okra December 2014 - April 2015
Handy HQ August 2014 - March 2015
Startup Institute March 2014 - May 2014
Reelio March 2014 - May 2014
Apollo Matrix, Inc. November 2013 - March 2014
Morgan Stanley Wealth Management May 2009 - August 2009
Skills
Photoshop, Illustrator, Axure, Wireframes, Public Speaking, Blogging, Microsoft Word, User Interface Design, User Experience, User Experience Design, Rapid Prototyping, Social Media, Microsoft Office
Education
Boston College 2008 — 2012
Bachelor of the Arts, Philosophy; Economics
The Pingry School 2004 — 2008
SINY
The Design Gym
Essence Digital September 2015 - Present
Jetaport August 2015 - September 2015
F# March 2015 - August 2015
Okra December 2014 - April 2015
Handy HQ August 2014 - March 2015
Startup Institute March 2014 - May 2014
Reelio March 2014 - May 2014
Apollo Matrix, Inc. November 2013 - March 2014
Morgan Stanley Wealth Management May 2009 - August 2009
Skills
Photoshop, Illustrator, Axure, Wireframes, Public Speaking, Blogging, Microsoft Word, User Interface Design, User Experience, User Experience Design, Rapid Prototyping, Social Media, Microsoft Office
Education
Boston College 2008 — 2012
Bachelor of the Arts, Philosophy; Economics
The Pingry School 2004 — 2008
SINY
The Design Gym
Allison Grunwald Allison Grunwald's Morgan Stanley Wealth Management Experience May 2011 - August 2011
Job Demand Forecasting Analyst
Industry Logistics and Supply Chain
Experience
Ahold June 2015 - Present
Ahold October 2013 - June 2015
Ahold May 2012 - October 2013
Morgan Stanley Wealth Management May 2011 - August 2011
Skills
Forecasting, Microsoft Excel, Retail, Supply Chain, Supply Chain Management, Data Analysis, Inventory Management, Analysis, Public Speaking
Education
Bucknell University 2008 — 2012
Bachelor of Arts (BA), Economics
Lebanon Valley College 2013 — 2015
Master of Business Administration (MBA)
Ahold June 2015 - Present
Ahold October 2013 - June 2015
Ahold May 2012 - October 2013
Morgan Stanley Wealth Management May 2011 - August 2011
Skills
Forecasting, Microsoft Excel, Retail, Supply Chain, Supply Chain Management, Data Analysis, Inventory Management, Analysis, Public Speaking
Education
Bucknell University 2008 — 2012
Bachelor of Arts (BA), Economics
Lebanon Valley College 2013 — 2015
Master of Business Administration (MBA)
Jessica Pestronk's Morgan Stanley Wealth Management Experience July 2008 - May 2013
Job Vice President, GWM Account Manager at PIMCO
Industry Financial Services
Experience
PIMCO May 2013 - Present
Morgan Stanley Wealth Management July 2008 - May 2013
Skills
Series 7, Fixed Income, Series 63, Bloomberg, Investments, Capital Markets, Project Management, Microsoft Excel, Microsoft Office, Strategy, Economics, Alternative Investments, Asset Allocation, Hedge Funds, Bonds, Emerging Markets, Securities
Education
Brown University 2004 — 2008
Bachelor of Arts (BA), Economics
PIMCO May 2013 - Present
Morgan Stanley Wealth Management July 2008 - May 2013
Skills
Series 7, Fixed Income, Series 63, Bloomberg, Investments, Capital Markets, Project Management, Microsoft Excel, Microsoft Office, Strategy, Economics, Alternative Investments, Asset Allocation, Hedge Funds, Bonds, Emerging Markets, Securities
Education
Brown University 2004 — 2008
Bachelor of Arts (BA), Economics
Deborah Tharp, MBA, CFP®'s Morgan Stanley Wealth Management Experience 1997 - Present
Job
Industry Financial Services
Experience
Morgan Stanley Wealth Management 1997 - Present
Skills
Series 7, Series 63, Series 65
Education
College for Financial Planning
CFP® Professional Education Program
Thunderbird School of Global Management 1996 — 1998
MBA, Finance
Brown University
BS, Engineering
Phillips Academy 1983 — 1985
Morgan Stanley Wealth Management 1997 - Present
Skills
Series 7, Series 63, Series 65
Education
College for Financial Planning
CFP® Professional Education Program
Thunderbird School of Global Management 1996 — 1998
MBA, Finance
Brown University
BS, Engineering
Phillips Academy 1983 — 1985
Tyler Jackson's Morgan Stanley Wealth Management Experience December 2004 - March 2006
Job CFP, MBA Wealth Manager USAA
Industry Financial Services
Experience
USAA April 2009 - May 2014
USAA April 2006 - May 2009
Morgan Stanley Wealth Management December 2004 - March 2006
McDonald's Corporation January 2002 - March 2004
Skills
Wealth Management, Financial Planning, Investments, Insurance, Risk Management, Retirement Planning, Customer Relations, Asset Management, Retirement, Estate Planning, Business Planning, Annuities, Strategic Planning, Investment Advisory, Long Term Care, Retirement Income..., Asset Allocation, Financial Advisory, IRA's, 401k, Financial Analysis, Wealth, Investment Strategies
Education
The University of Texas at San Antonio 2010 — 2012
Master of Business Administration (MBA), Finance, General
Brigham Young University 1994 — 1999
Bachelor of Science (BS)
USAA April 2009 - May 2014
USAA April 2006 - May 2009
Morgan Stanley Wealth Management December 2004 - March 2006
McDonald's Corporation January 2002 - March 2004
Skills
Wealth Management, Financial Planning, Investments, Insurance, Risk Management, Retirement Planning, Customer Relations, Asset Management, Retirement, Estate Planning, Business Planning, Annuities, Strategic Planning, Investment Advisory, Long Term Care, Retirement Income..., Asset Allocation, Financial Advisory, IRA's, 401k, Financial Analysis, Wealth, Investment Strategies
Education
The University of Texas at San Antonio 2010 — 2012
Master of Business Administration (MBA), Finance, General
Brigham Young University 1994 — 1999
Bachelor of Science (BS)
Phil Royes's Morgan Stanley Wealth Management Experience February 2010 - Present
Job Global Program Manager Head of LE Environment Management at Credit Suisse
Industry Financial Services
Experience
Credit Suisse March 2015 - Present
Morgan Stanley Wealth Management February 2010 - Present
TD Ameritrade January 2008 - January 2010
JP Morgan Chase Bank 1997 - 2008
Skills
Financial Risk, Program Management, Project Management, Offshoring, Project Planning, Vendor Management, Relationship Management, IT Strategy, Portfolio Management, Financial Services, Risk Management, SDLC, PMP, Disaster Recovery, Trading Systems, Business Analysis, Banking, IT Management, PMO, Service Delivery
Education
Montclair State University
Master of Business Administration (M.B.A.), Finance
Rutgers University-New Brunswick
BA, Information Technology
Brookdale Community College
Associate of Arts and Sciences (A.A.S.), Computer Science
Credit Suisse March 2015 - Present
Morgan Stanley Wealth Management February 2010 - Present
TD Ameritrade January 2008 - January 2010
JP Morgan Chase Bank 1997 - 2008
Skills
Financial Risk, Program Management, Project Management, Offshoring, Project Planning, Vendor Management, Relationship Management, IT Strategy, Portfolio Management, Financial Services, Risk Management, SDLC, PMP, Disaster Recovery, Trading Systems, Business Analysis, Banking, IT Management, PMO, Service Delivery
Education
Montclair State University
Master of Business Administration (M.B.A.), Finance
Rutgers University-New Brunswick
BA, Information Technology
Brookdale Community College
Associate of Arts and Sciences (A.A.S.), Computer Science
Phil Burnah's Morgan Stanley Wealth Management Experience August 2012 - Present
Job Trade Risk Analyst at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2012 - Present
Wells Fargo May 2008 - August 2012
Wells Fargo Advisors February 2007 - May 2008
Wells Fargo April 2004 - February 2007
Wells Fargo October 2003 - March 2004
Brigham Young University October 2002 - April 2003
Holland America Line May 2001 - September 2001
Holland America Line May 2000 - September 2000
Skills
Investments, Securities, Equities, Financial Analysis, Fixed Income, Relationship Management, Finance, Customer Service, Microsoft Excel, Microsoft Office, Process Improvement, Analysis, Strategic Planning
Education
University of Utah - David Eccles School of Business 2006 — 2008
Master of Business Administration (MBA)
Brigham Young University 2001 — 2003
Bachelor's degree, International Studies
Utah Valley University 1999 — 2001
Associate's degree, Business Administration
Morgan Stanley Wealth Management August 2012 - Present
Wells Fargo May 2008 - August 2012
Wells Fargo Advisors February 2007 - May 2008
Wells Fargo April 2004 - February 2007
Wells Fargo October 2003 - March 2004
Brigham Young University October 2002 - April 2003
Holland America Line May 2001 - September 2001
Holland America Line May 2000 - September 2000
Skills
Investments, Securities, Equities, Financial Analysis, Fixed Income, Relationship Management, Finance, Customer Service, Microsoft Excel, Microsoft Office, Process Improvement, Analysis, Strategic Planning
Education
University of Utah - David Eccles School of Business 2006 — 2008
Master of Business Administration (MBA)
Brigham Young University 2001 — 2003
Bachelor's degree, International Studies
Utah Valley University 1999 — 2001
Associate's degree, Business Administration
Paul J McCormick's Morgan Stanley Wealth Management Experience April 2006 - October 2010
Job Internet Startup Founder/President of InBedrock.com, and Investment Portfolio Manager/ Trader
Industry Financial Services
Experience
InBedrock.com January 2013 - Present
PJM Capital November 2010 - Present
Morgan Stanley Wealth Management April 2006 - October 2010
Mortgage IT Bank August 2002 - April 2006
PJM Capital January 2000 - April 2006
Skills
Alternative Investments, Equities, Equity Trading, Portfolio Management, Asset Managment, Options, Fixed Income, Trading, Investments, Bloomberg, Hedge Funds, Global Macro, Securities, Risk Management, Investment Management, Investment Strategies, Asset Allocation, Financial Modeling, Derivatives, Volatility
Education
Boston College 1982 — 1986
BS Finance, Independent Study: Mergers & Acquisitions
Chaminade High School 1978 — 1982
InBedrock.com January 2013 - Present
PJM Capital November 2010 - Present
Morgan Stanley Wealth Management April 2006 - October 2010
Mortgage IT Bank August 2002 - April 2006
PJM Capital January 2000 - April 2006
Skills
Alternative Investments, Equities, Equity Trading, Portfolio Management, Asset Managment, Options, Fixed Income, Trading, Investments, Bloomberg, Hedge Funds, Global Macro, Securities, Risk Management, Investment Management, Investment Strategies, Asset Allocation, Financial Modeling, Derivatives, Volatility
Education
Boston College 1982 — 1986
BS Finance, Independent Study: Mergers & Acquisitions
Chaminade High School 1978 — 1982
Teresa McBride's Morgan Stanley Wealth Management Experience May 2011 - October 2012
Job Operations and Finance Assistant at Black Hills Federal Credit Union
Industry Financial Services
Experience
Black Hills Federal Credit Union May 2013 - Present
Morgan Stanley Wealth Management May 2011 - October 2012
UBS December 2006 - May 2011
RBC Wealth Management May 1990 - December 2006
Skills
Series 7, Series 63, Series 65, Critical Thinking, Organization, Problem Solving, Customer Service, Close Attention to..., Big-picture Thinking, Microsoft Excel, Microsoft Word, PowerPoint, Contact Management, Delegation, Follow Through, Work Well Independently, Team Leadership, Online Research
Education
National American University 1989 — 1990
Diploma, Administrative Assistant and Secretarial Science, General
Black Hills State University 1988 — 1989
Black Hills Federal Credit Union May 2013 - Present
Morgan Stanley Wealth Management May 2011 - October 2012
UBS December 2006 - May 2011
RBC Wealth Management May 1990 - December 2006
Skills
Series 7, Series 63, Series 65, Critical Thinking, Organization, Problem Solving, Customer Service, Close Attention to..., Big-picture Thinking, Microsoft Excel, Microsoft Word, PowerPoint, Contact Management, Delegation, Follow Through, Work Well Independently, Team Leadership, Online Research
Education
National American University 1989 — 1990
Diploma, Administrative Assistant and Secretarial Science, General
Black Hills State University 1988 — 1989
Ross Biesinger's Morgan Stanley Wealth Management Experience September 2008 - April 2014
Job Vice President The Cypress Group at Integrated Wealth Management
Industry Financial Services
Experience
The Cypress Group at Integrated Wealth Management April 2014 - Present
Morgan Stanley Wealth Management September 2008 - April 2014
Merrill Lynch July 2003 - October 2008
Skills
Asset Allocation, Asset Management, Equities, Finance, Financial Analysis, Financial Modeling, Investments, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Series 63, Series 7, Strategic Financial..., Wealth Management
Education
Brigham Young University 1997 — 2003
Bachelor of Business Administration - Emphasis in Finance, Finance
The Cypress Group at Integrated Wealth Management April 2014 - Present
Morgan Stanley Wealth Management September 2008 - April 2014
Merrill Lynch July 2003 - October 2008
Skills
Asset Allocation, Asset Management, Equities, Finance, Financial Analysis, Financial Modeling, Investments, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Series 63, Series 7, Strategic Financial..., Wealth Management
Education
Brigham Young University 1997 — 2003
Bachelor of Business Administration - Emphasis in Finance, Finance
Timothy Fullington's Morgan Stanley Wealth Management Experience June 2004 - November 2012
Job Senior Systems Analyst at Reckitt Benckiser
Industry Information Technology and Services
Experience
Reckitt Benckiser April 2013 - Present
Morgan Stanley Wealth Management June 2004 - November 2012
Morgan Stanley July 2000 - June 2004
Fixed Income/FX/Commodities January 2000 - July 2000
Citi January 1998 - January 2000
Skills
Vendor Management, Process Improvement, Management, Service Delivery, Disaster Recovery, Risk Management, Business Analysis, Fixed Income, Data Center, Incident Management, Software Documentation, Outsourcing, Technical Support, Project Management, Troubleshooting, Visio, Help Desk Support, ITIL, IT Management, Citrix, IT Service Management, System Administration, Infrastructure
Education
Bloomsburg University
Business Administration
Bloomsburg University of Pennsylvania
Reckitt Benckiser April 2013 - Present
Morgan Stanley Wealth Management June 2004 - November 2012
Morgan Stanley July 2000 - June 2004
Fixed Income/FX/Commodities January 2000 - July 2000
Citi January 1998 - January 2000
Skills
Vendor Management, Process Improvement, Management, Service Delivery, Disaster Recovery, Risk Management, Business Analysis, Fixed Income, Data Center, Incident Management, Software Documentation, Outsourcing, Technical Support, Project Management, Troubleshooting, Visio, Help Desk Support, ITIL, IT Management, Citrix, IT Service Management, System Administration, Infrastructure
Education
Bloomsburg University
Business Administration
Bloomsburg University of Pennsylvania
Jason Ruel's Morgan Stanley Wealth Management Experience July 2010 - April 2012
Job Financial Consultant at Citizens Financial Group, Inc.
Industry Financial Services
Experience
Citizens Financial Group, Inc. July 2014 - Present
Merrill Lynch March 2012 - July 2014
Morgan Stanley Wealth Management July 2010 - April 2012
Microsoft 2007 - 2009
Honeywell May 2005 - September 2007
Daimler April 2001 - October 2001
Tallan May 1999 - May 2001
Skills
Financial Advisory, Financial Markets, Investment Strategies, Series 7, Series 66, Series 31, Investments, Asset Allocation, Wealth Management, Insurance, Estate Planning, Retirement Planning, Six Sigma, C++, Java, Programming, Visual Basic, Cocoa
Education
University of Washington 2003 — 2005
MBA
Boston University 2001 — 2003
MS, Computer Science
Boston College 1995 — 1999
BA, Computer Science, Economics
Citizens Financial Group, Inc. July 2014 - Present
Merrill Lynch March 2012 - July 2014
Morgan Stanley Wealth Management July 2010 - April 2012
Microsoft 2007 - 2009
Honeywell May 2005 - September 2007
Daimler April 2001 - October 2001
Tallan May 1999 - May 2001
Skills
Financial Advisory, Financial Markets, Investment Strategies, Series 7, Series 66, Series 31, Investments, Asset Allocation, Wealth Management, Insurance, Estate Planning, Retirement Planning, Six Sigma, C++, Java, Programming, Visual Basic, Cocoa
Education
University of Washington 2003 — 2005
MBA
Boston University 2001 — 2003
MS, Computer Science
Boston College 1995 — 1999
BA, Computer Science, Economics
Debbie Binikos Paradis, CIA, CRMA's Morgan Stanley Wealth Management Experience March 2013 - Present
Job Senior Manager Internal Audit at Morgan Stanley Wealth Management
Industry Consumer Goods
Experience
Morgan Stanley Wealth Management March 2013 - Present
Protiviti January 2010 - March 2013
Protiviti July 2007 - December 2009
Protiviti August 2004 - June 2007
J.Crew August 2003 - July 2004
Toys R Us June 2001 - August 2003
Skills
Process Improvement, Risk Management, COSO, Internal Audit, Sarbanes-Oxley Act, Operational Risk, Internal Controls, US GAAP, Operational Risk..., Governance, Financial Risk, IT Audit, Sarbanes-Oxley, Management, SEC filings, Enterprise Risk..., Financial Analysis, Auditing, Financial Reporting, Accounting, CISA, Risk Assessment
Education
Boston College 1997 — 2001
Bachelors, Accounting
Morgan Stanley Wealth Management March 2013 - Present
Protiviti January 2010 - March 2013
Protiviti July 2007 - December 2009
Protiviti August 2004 - June 2007
J.Crew August 2003 - July 2004
Toys R Us June 2001 - August 2003
Skills
Process Improvement, Risk Management, COSO, Internal Audit, Sarbanes-Oxley Act, Operational Risk, Internal Controls, US GAAP, Operational Risk..., Governance, Financial Risk, IT Audit, Sarbanes-Oxley, Management, SEC filings, Enterprise Risk..., Financial Analysis, Auditing, Financial Reporting, Accounting, CISA, Risk Assessment
Education
Boston College 1997 — 2001
Bachelors, Accounting
Alexander Edelstein's Morgan Stanley Wealth Management Experience September 2009 - April 2013
Job Senior Management Consultant at Perficient (Formerly ForwardThink Group)
Industry Financial Services
Experience
Perficient July 2013 - Present
Morgan Stanley Wealth Management September 2009 - April 2013
Royal Bank of Scotland December 2008 - September 2009
Merrill Lynch September 1999 - August 2008
iSi-Dentsu of America, Inc. February 1999 - September 1999
KPMG Peat Marwick December 1996 - February 1999
Skills
Risk Management, Fixed Income, SDLC, Financial Services, Equities, Business Analysis, Capital Markets, Investment Banking, Trading Systems, Banking, Strategic Planning, Vendor Management, Financial Markets, Program Management, Strategy, Resource Management, Derivatives, Equity Derivatives, Electronic Trading, Consensus Building, IT Strategy, Governance, Portfolio Management, Market Data, Market Risk, Project Management, Management, Business Requirements, Finance, Structured Products, Securities, Integration, PMO, User Acceptance Testing, Project Delivery, Private Equity, Data Governance, Wealth Management, Financial Reporting
Education
Boston University
B.A, Marketing & Psychology
Perficient July 2013 - Present
Morgan Stanley Wealth Management September 2009 - April 2013
Royal Bank of Scotland December 2008 - September 2009
Merrill Lynch September 1999 - August 2008
iSi-Dentsu of America, Inc. February 1999 - September 1999
KPMG Peat Marwick December 1996 - February 1999
Skills
Risk Management, Fixed Income, SDLC, Financial Services, Equities, Business Analysis, Capital Markets, Investment Banking, Trading Systems, Banking, Strategic Planning, Vendor Management, Financial Markets, Program Management, Strategy, Resource Management, Derivatives, Equity Derivatives, Electronic Trading, Consensus Building, IT Strategy, Governance, Portfolio Management, Market Data, Market Risk, Project Management, Management, Business Requirements, Finance, Structured Products, Securities, Integration, PMO, User Acceptance Testing, Project Delivery, Private Equity, Data Governance, Wealth Management, Financial Reporting
Education
Boston University
B.A, Marketing & Psychology
Doug Kraft's Morgan Stanley Wealth Management Experience February 2000 - Present
Job Financial Services
Industry Investment Management
Experience
Morgan Stanley Wealth Management February 2000 - Present
Education
Indiana University Southeast 2008 — 2012
Master of Business Administration (M.B.A.), Master of Science in Strategic Finance (M.S.S.F.)
College for Financial Planning 2004 — 2005
CFP(r) Certificant, Financial Planning
Butler University 1995 — 1999
Bachelor of Science (B.S.), Finance with Honors
Morgan Stanley Wealth Management February 2000 - Present
Education
Indiana University Southeast 2008 — 2012
Master of Business Administration (M.B.A.), Master of Science in Strategic Finance (M.S.S.F.)
College for Financial Planning 2004 — 2005
CFP(r) Certificant, Financial Planning
Butler University 1995 — 1999
Bachelor of Science (B.S.), Finance with Honors
Nisan Bangiev's Morgan Stanley Wealth Management Experience July 2012 - September 2014
Job Oppenheimer
Industry Legal Services
Experience
Oppenheimer & Co. Inc. February 2015 - Present
Morgan Stanley September 2014 - February 2015
Morgan Stanley Wealth Management July 2012 - September 2014
Bank of New York Mellon October 2008 - July 2012
BDO Consulting 2007 - 2008
Skills
OFAC, AML, Sanction, Bank Secrecy Act, Due Diligence, Banking, Financial Institutions, Terrorist Financing, FinCEN, Transaction Processing, Litigation, Lexis, Anti Money Laundering, Fraud, Investigation, KYC, LexisNexis, Private Investigations, Program Management, Risk Management, Securities Regulation, USA PATRIOT Act
Education
Brooklyn Law School 2004 — 2007
JD, Law
New York University - Leonard N. Stern School of Business 1999 — 2003
Accounting and Finance
Oppenheimer & Co. Inc. February 2015 - Present
Morgan Stanley September 2014 - February 2015
Morgan Stanley Wealth Management July 2012 - September 2014
Bank of New York Mellon October 2008 - July 2012
BDO Consulting 2007 - 2008
Skills
OFAC, AML, Sanction, Bank Secrecy Act, Due Diligence, Banking, Financial Institutions, Terrorist Financing, FinCEN, Transaction Processing, Litigation, Lexis, Anti Money Laundering, Fraud, Investigation, KYC, LexisNexis, Private Investigations, Program Management, Risk Management, Securities Regulation, USA PATRIOT Act
Education
Brooklyn Law School 2004 — 2007
JD, Law
New York University - Leonard N. Stern School of Business 1999 — 2003
Accounting and Finance
Stephen D'Ambrosio's Morgan Stanley Wealth Management Experience August 2014 - Present
Job Assistant Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2014 - Present
Barclays Investment Bank November 2010 - August 2014
Neuberger Berman April 2009 - June 2010
Lehman Brothers June 2007 - March 2009
ADP July 2005 - May 2007
Skills
Business Analysis, Corporate Finance, Banking, Financial Analysis, Financial Services
Education
Dowling College 2011 — 2013
Master of Business Administration (M.B.A.), Banking & Finance, 4.0 GPA
Bryant University 2001 — 2005
Bachelor of Science, Business Administration, 3.4 GPA
Morgan Stanley Wealth Management August 2014 - Present
Barclays Investment Bank November 2010 - August 2014
Neuberger Berman April 2009 - June 2010
Lehman Brothers June 2007 - March 2009
ADP July 2005 - May 2007
Skills
Business Analysis, Corporate Finance, Banking, Financial Analysis, Financial Services
Education
Dowling College 2011 — 2013
Master of Business Administration (M.B.A.), Banking & Finance, 4.0 GPA
Bryant University 2001 — 2005
Bachelor of Science, Business Administration, 3.4 GPA
Bianca Tatz's Morgan Stanley Wealth Management Experience October 2013 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2013 - Present
Moody's Investors Service June 2010 - October 2013
Knight Libertas LLC June 2007 - August 2009
Skills
Private Equity, Hedge Funds, Finance, Investor Relations, Asset Management, Bloomberg, Fixed Income, Financial Analysis, Data Analysis, Microsoft Office, Salesforce.com, Valuation, Private Banking
Education
Boston University - School of Management 2006 — 2010
Bachelor of Science (B.S.), Accounting and Finance
Tel Aviv University 2009 — 2009
Scarsdale High School 2002 — 2006
Morgan Stanley Wealth Management October 2013 - Present
Moody's Investors Service June 2010 - October 2013
Knight Libertas LLC June 2007 - August 2009
Skills
Private Equity, Hedge Funds, Finance, Investor Relations, Asset Management, Bloomberg, Fixed Income, Financial Analysis, Data Analysis, Microsoft Office, Salesforce.com, Valuation, Private Banking
Education
Boston University - School of Management 2006 — 2010
Bachelor of Science (B.S.), Accounting and Finance
Tel Aviv University 2009 — 2009
Scarsdale High School 2002 — 2006
Bert Ellis's Morgan Stanley Wealth Management Experience 2008 - December 2012
Job Resident Director / Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2012 - Present
Morgan Stanley Wealth Management 2008 - December 2012
Greylock Realty September 2002 - September 2008
Town & Country Mortgage August 1994 - September 2003
RE/MAX August 1993 - September 2002
Skills
401k Rollovers, Retirement Planning, Investment Advisory, Wealth Management, Strategic Financial..., Investments, Equities, Portfolio Management, Asset Managment, Mortgage Lending, ESOP, Liquidity Events, 401k, Ultra High Net Worth, Real Estate Economics, Ownership Transition, Succession Planning, Estate Planning, Asset Management, Deferred Compensation, Concentrated Stock..., Corporate Finance, Treasury Management, Investment Banking, Finance, Financial Planning, Management, Valuation, Strategic Planning, Leadership
Education
University of Idaho 1989 — 1991
BS, Economics and Marketing
Boise State University 1986 — 1989
Economics and Marketing
Merrill Lynch December 2012 - Present
Morgan Stanley Wealth Management 2008 - December 2012
Greylock Realty September 2002 - September 2008
Town & Country Mortgage August 1994 - September 2003
RE/MAX August 1993 - September 2002
Skills
401k Rollovers, Retirement Planning, Investment Advisory, Wealth Management, Strategic Financial..., Investments, Equities, Portfolio Management, Asset Managment, Mortgage Lending, ESOP, Liquidity Events, 401k, Ultra High Net Worth, Real Estate Economics, Ownership Transition, Succession Planning, Estate Planning, Asset Management, Deferred Compensation, Concentrated Stock..., Corporate Finance, Treasury Management, Investment Banking, Finance, Financial Planning, Management, Valuation, Strategic Planning, Leadership
Education
University of Idaho 1989 — 1991
BS, Economics and Marketing
Boise State University 1986 — 1989
Economics and Marketing
Mary Beth Yanulis's Morgan Stanley Wealth Management Experience April 2010 - Present
Job Attorney at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2010 - Present
Morgan Stanley Smith Barney April 2009 - April 2010
Robert Half Legal September 2008 - January 2009
Smith Barney June 2006 - August 2007
Solomon Smith Barney August 2000 - May 2001
Skills
Securities, Westlaw, Legal Research, Securities Regulation, Legal Writing, Litigation, Corporate Law, Due Diligence, Document Review, Securities Litigation, Securities Fraud, Precious Metals, Arbitration, Hedge Funds, Mergers
Education
Brooklyn Law School 2005 — 2008
JD
Tulane University - A.B. Freeman School of Business 2001 — 2005
BSM, Business Law
Morgan Stanley Wealth Management April 2010 - Present
Morgan Stanley Smith Barney April 2009 - April 2010
Robert Half Legal September 2008 - January 2009
Smith Barney June 2006 - August 2007
Solomon Smith Barney August 2000 - May 2001
Skills
Securities, Westlaw, Legal Research, Securities Regulation, Legal Writing, Litigation, Corporate Law, Due Diligence, Document Review, Securities Litigation, Securities Fraud, Precious Metals, Arbitration, Hedge Funds, Mergers
Education
Brooklyn Law School 2005 — 2008
JD
Tulane University - A.B. Freeman School of Business 2001 — 2005
BSM, Business Law
Jeremy O'Hearn's Morgan Stanley Wealth Management Experience January 2013 - Present
Job Vice President Finance and Strategy for Global Stock Plan Services at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley Wealth Management January 2013 - Present
Morgan Stanley Smith Barney June 2011 - January 2013
Morgan Stanley 2004 - 2008
PepsiCo 1999 - 2004
Cendant Mobility 1996 - 1999
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Corporate Finance, Banking, Finance, Equities, Fixed Income, Capital Markets, Investments, Asset Managment, Portfolio Management, Securities, Financial Reporting, Cash Management, Alternative Investments, Accounting
Education
Bryant College 1992 — 1996
Bachelor of Science (BS), Finance, General
Morgan Stanley June 2014 - Present
Morgan Stanley Wealth Management January 2013 - Present
Morgan Stanley Smith Barney June 2011 - January 2013
Morgan Stanley 2004 - 2008
PepsiCo 1999 - 2004
Cendant Mobility 1996 - 1999
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Corporate Finance, Banking, Finance, Equities, Fixed Income, Capital Markets, Investments, Asset Managment, Portfolio Management, Securities, Financial Reporting, Cash Management, Alternative Investments, Accounting
Education
Bryant College 1992 — 1996
Bachelor of Science (BS), Finance, General
Mark Bigelow's Morgan Stanley Wealth Management Experience January 2011 - April 2014
Job Owner, Flight Trampolline Park
Industry Recreational Facilities and Services
Experience
Flight Trampolline Park January 2014 - Present
Morgan Stanley Wealth Management January 2011 - April 2014
Olympia Master Builders July 2008 - July 2009
Liga Leb and Bundesliga October 2004 - April 2008
Skills
Series 7, Investments, Capital Markets, Portfolio Management, Wealth Management, Asset Management, Financial Modeling, Valuation, Financial Analysis, Finance, Microsoft Excel, Insurance, Analysis, Business Strategy
Education
Gonzaga University - School of Business Administration 2009 — 2011
Master of Business Administration (M.B.A.)
Brigham Young University 1998 — 2004
Bachelor of Science (B.S.), Economics
Flight Trampolline Park January 2014 - Present
Morgan Stanley Wealth Management January 2011 - April 2014
Olympia Master Builders July 2008 - July 2009
Liga Leb and Bundesliga October 2004 - April 2008
Skills
Series 7, Investments, Capital Markets, Portfolio Management, Wealth Management, Asset Management, Financial Modeling, Valuation, Financial Analysis, Finance, Microsoft Excel, Insurance, Analysis, Business Strategy
Education
Gonzaga University - School of Business Administration 2009 — 2011
Master of Business Administration (M.B.A.)
Brigham Young University 1998 — 2004
Bachelor of Science (B.S.), Economics
Jean-Louis Cenat's Morgan Stanley Wealth Management Experience April 2010 - April 2012
Job Leasing Avisor at VFI Corporate Finance
Industry Investment Management
Experience
VFI Corporate Finance June 2014 - Present
Morgan Stanley November 2013 - May 2014
United Security Financial April 2013 - November 2013
Morgan Stanley Wealth Management April 2010 - April 2012
State Street July 2007 - February 2010
ModusLink July 2006 - July 2007
Wells Fargo May 2005 - June 2006
Les Moulins D'Haiti 2000 - 2001
Skills
Forecasting, Business Strategy, Corporate Finance, Financial Analysis, Finance, Financial Modeling, Sarbanes-Oxley Act, Accounting, Financial Reporting, Customer Service, SEC filings, VBA, Strategic Planning, Microsoft Office, Microsoft Excel, Internal Controls, PowerPoint, Financial Accounting, Risk Management, Analysis, Managerial Finance, Valuation, Management, Investments, Portfolio Management, Leadership, Public Speaking, Bloomberg
Education
Brigham Young University 2004 — 2007
Bachelor's degree, Banking, Corporate, Finance, and Securities Law
Brigham Young University 2003 — 2007
BS, Corporate Finance
VFI Corporate Finance June 2014 - Present
Morgan Stanley November 2013 - May 2014
United Security Financial April 2013 - November 2013
Morgan Stanley Wealth Management April 2010 - April 2012
State Street July 2007 - February 2010
ModusLink July 2006 - July 2007
Wells Fargo May 2005 - June 2006
Les Moulins D'Haiti 2000 - 2001
Skills
Forecasting, Business Strategy, Corporate Finance, Financial Analysis, Finance, Financial Modeling, Sarbanes-Oxley Act, Accounting, Financial Reporting, Customer Service, SEC filings, VBA, Strategic Planning, Microsoft Office, Microsoft Excel, Internal Controls, PowerPoint, Financial Accounting, Risk Management, Analysis, Managerial Finance, Valuation, Management, Investments, Portfolio Management, Leadership, Public Speaking, Bloomberg
Education
Brigham Young University 2004 — 2007
Bachelor's degree, Banking, Corporate, Finance, and Securities Law
Brigham Young University 2003 — 2007
BS, Corporate Finance
Jennifer Michalski's Morgan Stanley Wealth Management Experience January 2010 - Present
Job
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2010 - Present
All Year Cooling & Heating February 2009 - January 2010
Morgan Stanley May 2007 - December 2008
Citigroup Smith Barney June 1992 - May 2007
Skills
Customer Service, Finance, Process Scheduler, Microsoft Excel, Call Centers
Education
Broward College
General Education
Morgan Stanley Wealth Management January 2010 - Present
All Year Cooling & Heating February 2009 - January 2010
Morgan Stanley May 2007 - December 2008
Citigroup Smith Barney June 1992 - May 2007
Skills
Customer Service, Finance, Process Scheduler, Microsoft Excel, Call Centers
Education
Broward College
General Education
Elitza Christoff's Morgan Stanley Wealth Management Experience July 2012 - Present
Job Business Strategy, Assistant Vice President
Industry Banking
Experience
Morgan Stanley Wealth Management July 2012 - Present
Morgan Stanley Wealth Management November 2011 - July 2012
Morgan Stanley Wealth Management April 2011 - November 2011
Morgan Stanley Wealth Management June 2010 - April 2011
Brown University January 2010 - May 2010
Brown Investment Group, Brown University September 2008 - May 2010
Brown University September 2008 - May 2010
M&T Bank June 2009 - August 2009
Skills
Business Strategy, Competitive Analysis, Forecasting, Financial Modeling, Data Analysis, Research, Corporate Finance, Microsoft Excel, Analysis
Education
Brown University 2006 — 2010
A.B
Morgan Stanley Wealth Management July 2012 - Present
Morgan Stanley Wealth Management November 2011 - July 2012
Morgan Stanley Wealth Management April 2011 - November 2011
Morgan Stanley Wealth Management June 2010 - April 2011
Brown University January 2010 - May 2010
Brown Investment Group, Brown University September 2008 - May 2010
Brown University September 2008 - May 2010
M&T Bank June 2009 - August 2009
Skills
Business Strategy, Competitive Analysis, Forecasting, Financial Modeling, Data Analysis, Research, Corporate Finance, Microsoft Excel, Analysis
Education
Brown University 2006 — 2010
A.B
Dean Ryan's Morgan Stanley Wealth Management Experience 2010 - 2014
Job Senior Loan Underwriter at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank May 2014 - Present
Morgan Stanley Smith Barney March 2010 - Present
Morgan Stanley Wealth Management 2010 - 2014
Merill Lynch July 2004 - April 2009
Skills
Portfolio Management, Series 7, Wealth Management, Loans, Commercial Banking
Education
Boston College 1978 — 1982
BA, Economics
Wells Fargo Private Bank May 2014 - Present
Morgan Stanley Smith Barney March 2010 - Present
Morgan Stanley Wealth Management 2010 - 2014
Merill Lynch July 2004 - April 2009
Skills
Portfolio Management, Series 7, Wealth Management, Loans, Commercial Banking
Education
Boston College 1978 — 1982
BA, Economics
Reena Garg's Morgan Stanley Wealth Management Experience September 2006 - December 2006
Job Attorney
Industry Law Practice
Experience
Lipsitz Green Scime Cambria LLP May 2010 - December 2011
Wilson Sonsini Goodrich & Rosati August 2007 - August 2008
Morgan Stanley Wealth Management September 2006 - December 2006
Skills
Legal Research, Legal Writing, Corporate Governance, Intellectual Property..., Lexis, Civil Litigation, Appeals, Litigation, Intellectual Property, Commercial Litigation, Westlaw
Education
University at Buffalo Law School 2010 — 2011
Doctor of Law (J.D.), Law, Concentration in Intellectual Property & Technology Transfer
Boston University - School of Management 2003 — 2007
Bachelor of Arts (BA), Business Administration, Concentration in Finance and Pre-Law
Clarence HS
Lipsitz Green Scime Cambria LLP May 2010 - December 2011
Wilson Sonsini Goodrich & Rosati August 2007 - August 2008
Morgan Stanley Wealth Management September 2006 - December 2006
Skills
Legal Research, Legal Writing, Corporate Governance, Intellectual Property..., Lexis, Civil Litigation, Appeals, Litigation, Intellectual Property, Commercial Litigation, Westlaw
Education
University at Buffalo Law School 2010 — 2011
Doctor of Law (J.D.), Law, Concentration in Intellectual Property & Technology Transfer
Boston University - School of Management 2003 — 2007
Bachelor of Arts (BA), Business Administration, Concentration in Finance and Pre-Law
Clarence HS
Irwin Persaud's Morgan Stanley Wealth Management Experience July 2015 - Present
Job Wealth Management Advisor at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley Wealth Management July 2015 - Present
Ameriprise Financial Services, Inc. March 2013 - July 2015
Skills
Investment Management, Portfolio Management, Asset Management, Investment Strategies, Investment Advisory, Financial Planning, Retirement Planning, Retirement Income..., Financial Risk, Tax-advantaged..., Alternative Investments, Retirement Solutions, Estate Planning, Tax Planning
Education
Columbia University - Columbia Business School 1997 — 1999
MBA
Boston University 1986 — 1990
BA - Economics
Morgan Stanley Wealth Management July 2015 - Present
Ameriprise Financial Services, Inc. March 2013 - July 2015
Skills
Investment Management, Portfolio Management, Asset Management, Investment Strategies, Investment Advisory, Financial Planning, Retirement Planning, Retirement Income..., Financial Risk, Tax-advantaged..., Alternative Investments, Retirement Solutions, Estate Planning, Tax Planning
Education
Columbia University - Columbia Business School 1997 — 1999
MBA
Boston University 1986 — 1990
BA - Economics
Jennifer Hickney's Morgan Stanley Wealth Management Experience November 2013 - Present
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2013 - Present
Reinhart Foodservice February 2012 - November 2013
New Bedford Public Schools September 2009 - June 2011
St. John Catering and Mathayom Private Chefs September 2008 - November 2009
Rialto September 2005 - July 2008
Skills
Catering, Restaurants, Food, Food & Beverage, Customer Service, Food Service, Training, Microsoft Excel, Event Planning, Event Management, Inventory Management, Microsoft Office, Time Management, Hospitality, Customer Satisfaction
Education
Bridgewater State College
Bachelor of Arts (B.A.), English Language and Literature, General
Morgan Stanley Wealth Management November 2013 - Present
Reinhart Foodservice February 2012 - November 2013
New Bedford Public Schools September 2009 - June 2011
St. John Catering and Mathayom Private Chefs September 2008 - November 2009
Rialto September 2005 - July 2008
Skills
Catering, Restaurants, Food, Food & Beverage, Customer Service, Food Service, Training, Microsoft Excel, Event Planning, Event Management, Inventory Management, Microsoft Office, Time Management, Hospitality, Customer Satisfaction
Education
Bridgewater State College
Bachelor of Arts (B.A.), English Language and Literature, General
Sam Henry's Morgan Stanley Wealth Management Experience October 2013 - December 2013
Job Marketing, Investing , Analysis, and writer at Fruition TechFund LLC
Industry Financial Services
Experience
Morgan Stanley; Fruition TechFund LLC March 2014 - Present
self-employed February 2003 - Present
Baron Funds November 2013 - January 2014
Morgan Stanley Wealth Management October 2013 - December 2013
SRM Partners June 2006 - January 2007
Charles Schwab January 2004 - October 2005
ETF.com 1999 - 2002
Phillips Academy August 1985 - January 1986
Brown University January 1983 - December 1984
Skills
Hedge Funds, Investor Relations, Mutual Funds, Asset Management, Finance, Trading, Investments, Portfolio Management, ETFs, Analysis, Economics, Bloomberg, Marketing, Equities, Derivatives, Risk Management, Financial Markets, Capital Markets, Financial Modeling, Private Equity, Editing, Strategy
Education
Brown University 1982 — 1985
Almost all but Dissertation, PhD, European Languages and Civ.
University of Chicago 1978 — 1982
Bachelor of Arts (B.A.), Foreign Languages, Literatures, and Linguistics
Phillips Exeter Academy 1975 — 1978
diploma, General Studies
Morgan Stanley; Fruition TechFund LLC March 2014 - Present
self-employed February 2003 - Present
Baron Funds November 2013 - January 2014
Morgan Stanley Wealth Management October 2013 - December 2013
SRM Partners June 2006 - January 2007
Charles Schwab January 2004 - October 2005
ETF.com 1999 - 2002
Phillips Academy August 1985 - January 1986
Brown University January 1983 - December 1984
Skills
Hedge Funds, Investor Relations, Mutual Funds, Asset Management, Finance, Trading, Investments, Portfolio Management, ETFs, Analysis, Economics, Bloomberg, Marketing, Equities, Derivatives, Risk Management, Financial Markets, Capital Markets, Financial Modeling, Private Equity, Editing, Strategy
Education
Brown University 1982 — 1985
Almost all but Dissertation, PhD, European Languages and Civ.
University of Chicago 1978 — 1982
Bachelor of Arts (B.A.), Foreign Languages, Literatures, and Linguistics
Phillips Exeter Academy 1975 — 1978
diploma, General Studies
Adam Currier's Morgan Stanley Wealth Management Experience May 2012 - May 2013
Job
Industry Financial Services
Experience
Wells Fargo Advisors October 2014 - Present
Kforce Inc June 2014 - October 2014
CareerBuilder.com June 2013 - February 2014
Morgan Stanley Wealth Management May 2012 - May 2013
Bradley University August 2011 - May 2012
Enterprise Rent-A-Car May 2011 - January 2012
Education
Bradley University 2008 — 2012
Bachelor of Science (B.S.), Business Management & Administration
Bradley University: Foster College of Business 2008 — 2012
Bachelor’s Degree, Business Administration and Management, General
Wells Fargo Advisors October 2014 - Present
Kforce Inc June 2014 - October 2014
CareerBuilder.com June 2013 - February 2014
Morgan Stanley Wealth Management May 2012 - May 2013
Bradley University August 2011 - May 2012
Enterprise Rent-A-Car May 2011 - January 2012
Education
Bradley University 2008 — 2012
Bachelor of Science (B.S.), Business Management & Administration
Bradley University: Foster College of Business 2008 — 2012
Bachelor’s Degree, Business Administration and Management, General
Peter Harriss's Morgan Stanley Wealth Management Experience June 2007 - June 2011
Job Entrepreneur and Financial Coach
Industry Financial Services
Experience
Entreprenuer August 2013 - Present
Institute for Integrative Nutrition September 2013 - September 2014
Green & Tonic September 2013 - September 2014
juice press May 2013 - August 2013
Columbia Business School August 2011 - July 2013
Batali & Bastianich Hospitality Group February 2013 - April 2013
GAMCO Investors, Inc. September 2012 - December 2012
Telsey Advisory Group February 2012 - August 2012
Morgan Stanley Wealth Management June 2007 - June 2011
Skills
Hedge Funds, Bloomberg, Equities, Fixed Income, Derivatives, Valuation, Asset Managment, Financial Modeling, Capital Markets, Prime Brokerage, Economics, Financial Markets, Due Diligence, Financial Analysis, Data Analysis, Financial Reporting, Market Research, Squash, Nutrition, Human Nutrition, Operations Management, Mindfulness Meditation, Green Living, Food, Food Industry
Education
Columbia Business School 2011 — 2013
Master of Business Administration (MBA), Finance and Entrepreneurship
Boston University 2003 — 2007
BA, Economics
Columbia
Entreprenuer August 2013 - Present
Institute for Integrative Nutrition September 2013 - September 2014
Green & Tonic September 2013 - September 2014
juice press May 2013 - August 2013
Columbia Business School August 2011 - July 2013
Batali & Bastianich Hospitality Group February 2013 - April 2013
GAMCO Investors, Inc. September 2012 - December 2012
Telsey Advisory Group February 2012 - August 2012
Morgan Stanley Wealth Management June 2007 - June 2011
Skills
Hedge Funds, Bloomberg, Equities, Fixed Income, Derivatives, Valuation, Asset Managment, Financial Modeling, Capital Markets, Prime Brokerage, Economics, Financial Markets, Due Diligence, Financial Analysis, Data Analysis, Financial Reporting, Market Research, Squash, Nutrition, Human Nutrition, Operations Management, Mindfulness Meditation, Green Living, Food, Food Industry
Education
Columbia Business School 2011 — 2013
Master of Business Administration (MBA), Finance and Entrepreneurship
Boston University 2003 — 2007
BA, Economics
Columbia
Kevin Hoy's Morgan Stanley Wealth Management Experience May 2012 - Present
Job Operations at Morgan Stanley Wealth Management
Industry Insurance
Experience
Morgan Stanley Wealth Management May 2012 - Present
NationsHealth October 2010 - July 2011
Mercantile Mortgage July 1990 - August 2007
Skills
Recruiting, Customer Service, Underwriting, Call Center, Health Insurance, Claim, Mortgage Lending, Cold Calling, Insurance, Sales Management, Disability Insurance, Loans
Education
Bowling Green State University 1973 — 1977
Business
Morgan Stanley Wealth Management May 2012 - Present
NationsHealth October 2010 - July 2011
Mercantile Mortgage July 1990 - August 2007
Skills
Recruiting, Customer Service, Underwriting, Call Center, Health Insurance, Claim, Mortgage Lending, Cold Calling, Insurance, Sales Management, Disability Insurance, Loans
Education
Bowling Green State University 1973 — 1977
Business
Michael Sartiano's Morgan Stanley Wealth Management Experience March 2013 - May 2015
Job Sales Associate at Abbey Capital
Industry Financial Services
Experience
Abbey Capital May 2015 - Present
Morgan Stanley Wealth Management March 2013 - May 2015
Morgan Stanley Wealth Management December 2010 - February 2013
Dow Jones May 2009 - August 2009
Skills
Investments, Leadership, Strategy, Portfolio Management, Fixed Income, Series 7, Series 63, Series 65, Asset Allocation, Managed Futures, CTAs
Education
Bryant University 2006 — 2010
Management
Abbey Capital May 2015 - Present
Morgan Stanley Wealth Management March 2013 - May 2015
Morgan Stanley Wealth Management December 2010 - February 2013
Dow Jones May 2009 - August 2009
Skills
Investments, Leadership, Strategy, Portfolio Management, Fixed Income, Series 7, Series 63, Series 65, Asset Allocation, Managed Futures, CTAs
Education
Bryant University 2006 — 2010
Management
Olivia Zuniga's Morgan Stanley Wealth Management Experience January 2014 - Present
Job at
Industry Accounting
Experience
Liberty Taxes Client Service AssociateMorgan Stanley Wealth ManagementJanuary 2014 - Present
Morgan Stanley January 2014 - Present
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Smith Barney October 1997 - January 2006
Education
Boston University 1993 — 1997
BA, Economic & International Relations
Liberty Taxes Client Service AssociateMorgan Stanley Wealth ManagementJanuary 2014 - Present
Morgan Stanley January 2014 - Present
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Smith Barney October 1997 - January 2006
Education
Boston University 1993 — 1997
BA, Economic & International Relations
Prachi Jalan's Morgan Stanley Wealth Management Experience June 2009 - August 2009
Job MBA Candidate at Kellogg School of Management
Industry Management Consulting
Experience
Cargill June 2015 - August 2015
Roland Berger Strategy Consultants July 2013 - May 2014
Roland Berger Strategy Consultants July 2012 - June 2013
Charles River Associates September 2011 - June 2012
Kaer Pte Ltd June 2010 - August 2010
Morgan Stanley Wealth Management June 2009 - August 2009
Skills
Strategic Consulting, Valuation, Strategy, Economics, Financial Modeling, Management Consulting, Mergers & Acquisitions, Due Diligence, Analysis, Financial Analysis
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA)
Brown University 2007 — 2011
A.B, Economics, International Relations
UCL 2009 — 2009
Study abroad semester, Economics, Politics
Mahindra United World College of India 2005 — 2007
International Baccalaureate
Cargill June 2015 - August 2015
Roland Berger Strategy Consultants July 2013 - May 2014
Roland Berger Strategy Consultants July 2012 - June 2013
Charles River Associates September 2011 - June 2012
Kaer Pte Ltd June 2010 - August 2010
Morgan Stanley Wealth Management June 2009 - August 2009
Skills
Strategic Consulting, Valuation, Strategy, Economics, Financial Modeling, Management Consulting, Mergers & Acquisitions, Due Diligence, Analysis, Financial Analysis
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA)
Brown University 2007 — 2011
A.B, Economics, International Relations
UCL 2009 — 2009
Study abroad semester, Economics, Politics
Mahindra United World College of India 2005 — 2007
International Baccalaureate
Soks Martz's Morgan Stanley Wealth Management Experience May 2012 - December 2013
Job Digital Marketing at Greater Poulsbo Chamber of Commerce PMC
Industry Arts and Crafts
Experience
Greater Poulsbo Chamber of Commerce- PMC August 2015 - Present
Christmas in the Country May 2010 - Present
Smart Chiropractic September 2014 - July 2015
Smart Chiropractic September 2014 - July 2015
Morgan Stanley Wealth Management May 2012 - December 2013
Edward Jones March 2007 - May 2012
Rite Aid January 2004 - December 2006
Skills
Public Speaking, Art, Microsoft Word, PowerPoint, Project Management, Promotions, Account Reconciliation, Brochures, Small Business, Customer Service, Compliance, Documentaries, Financial Risk, Hospitality Management, Interviews, Invoicing, Inspection, Key Account Management, Negotiation, Nonprofits, New Business Development, Networking, Newsletters, Office Management, Office Administration, Restaurants, Time Management, Social Networking, Training, Social Media, Strategic Planning
Education
Brevard College 1990 — 1992
Associate of Arts and Sciences (AAS), Psychology/business organization
Hendersonville High School 1986 — 1990
diploma
Greater Poulsbo Chamber of Commerce- PMC August 2015 - Present
Christmas in the Country May 2010 - Present
Smart Chiropractic September 2014 - July 2015
Smart Chiropractic September 2014 - July 2015
Morgan Stanley Wealth Management May 2012 - December 2013
Edward Jones March 2007 - May 2012
Rite Aid January 2004 - December 2006
Skills
Public Speaking, Art, Microsoft Word, PowerPoint, Project Management, Promotions, Account Reconciliation, Brochures, Small Business, Customer Service, Compliance, Documentaries, Financial Risk, Hospitality Management, Interviews, Invoicing, Inspection, Key Account Management, Negotiation, Nonprofits, New Business Development, Networking, Newsletters, Office Management, Office Administration, Restaurants, Time Management, Social Networking, Training, Social Media, Strategic Planning
Education
Brevard College 1990 — 1992
Associate of Arts and Sciences (AAS), Psychology/business organization
Hendersonville High School 1986 — 1990
diploma
Kelly Grayson's Morgan Stanley Wealth Management Experience January 2011 - January 2015
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley Wealth Management January 2011 - January 2015
Morgan Stanley Smith Barney October 2009 - January 2011
Morgan Stanley Investment Management December 2005 - September 2009
Independent Consultant June 2002 - November 2005
Accenture October 1999 - May 2002
Skills
Business Analysis, Wealth Management, Equities, Fixed Income, Financial Services, Hedge Funds, Alternative Investments, Portfolio Management, Asset Management, Content Strategy, Brand Management, Project Management, Derivatives, Large System..., User Experience, Options, Management
Education
Boston College 1995 — 1999
Bachelor of Arts (BA), Economics, 3.5
Morgan Stanley January 2015 - Present
Morgan Stanley Wealth Management January 2011 - January 2015
Morgan Stanley Smith Barney October 2009 - January 2011
Morgan Stanley Investment Management December 2005 - September 2009
Independent Consultant June 2002 - November 2005
Accenture October 1999 - May 2002
Skills
Business Analysis, Wealth Management, Equities, Fixed Income, Financial Services, Hedge Funds, Alternative Investments, Portfolio Management, Asset Management, Content Strategy, Brand Management, Project Management, Derivatives, Large System..., User Experience, Options, Management
Education
Boston College 1995 — 1999
Bachelor of Arts (BA), Economics, 3.5
Ariel J. Collado's Morgan Stanley Wealth Management Experience July 2012 - June 2015
Job Sr. AML Investigator Financial Crime Intelligence at Standard Chartered Bank
Industry Financial Services
Experience
Standard Chartered Bank June 2015 - Present
Morgan Stanley Wealth Management July 2012 - June 2015
Bank of America February 2005 - September 2011
Skills
Financial Analysis, Financial Services, Anti Money Laundering, Operations Management, Operational Due..., Risk Management, OFAC, Financial Risk, Banking, Retail Banking, Relationship Management, Investments, Commercial Banking, Credit, Management, Finance
Education
City University of New York-Herbert H. Lehman College
BBA, Business Administration
Borough of Manhattan Community College
Associate of Arts (A.A.), Business Administration
Standard Chartered Bank June 2015 - Present
Morgan Stanley Wealth Management July 2012 - June 2015
Bank of America February 2005 - September 2011
Skills
Financial Analysis, Financial Services, Anti Money Laundering, Operations Management, Operational Due..., Risk Management, OFAC, Financial Risk, Banking, Retail Banking, Relationship Management, Investments, Commercial Banking, Credit, Management, Finance
Education
City University of New York-Herbert H. Lehman College
BBA, Business Administration
Borough of Manhattan Community College
Associate of Arts (A.A.), Business Administration
Albert Sampson's Morgan Stanley Wealth Management Experience July 1994 - November 2011
Job Associate Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors,LLC 2011 - Present
Morgan Stanley Wealth Management July 1994 - November 2011
Paine Webber Inc. September 1990 - June 1994
Skills
Wealth Management, Mutual Funds, Investments, Investment Advisory, Retirement Planning, Asset Allocation, Alternative Investments, Asset Management
Education
Boston College 1979 — 1983
Bachelor of Arts (B.A.), Economics
Wells Fargo Advisors,LLC 2011 - Present
Morgan Stanley Wealth Management July 1994 - November 2011
Paine Webber Inc. September 1990 - June 1994
Skills
Wealth Management, Mutual Funds, Investments, Investment Advisory, Retirement Planning, Asset Allocation, Alternative Investments, Asset Management
Education
Boston College 1979 — 1983
Bachelor of Arts (B.A.), Economics
Jason Orzechowski's Morgan Stanley Wealth Management Experience 1999 - 2000
Job VP, Investment Associate at Citi Private Bank
Industry Financial Services
Experience
Citi 2014 - Present
Tydall Trading LLC 2010 - 2014
GAIN Capital 2005 - 2010
Bailer Trading 2001 - 2005
Prudential Financial 2000 - 2001
Morgan Stanley Wealth Management 1999 - 2000
Skills
Trading, Market Making, Portfolio Management, Equities, Trading Systems, Capital Markets, Bloomberg, Financial Modeling, Financial Analysis
Education
Boston College - Carroll School of Management 1996 — 2000
BS, Finance, Accounting
University of Sydney 1999 — 1999
International Student Program
Citi 2014 - Present
Tydall Trading LLC 2010 - 2014
GAIN Capital 2005 - 2010
Bailer Trading 2001 - 2005
Prudential Financial 2000 - 2001
Morgan Stanley Wealth Management 1999 - 2000
Skills
Trading, Market Making, Portfolio Management, Equities, Trading Systems, Capital Markets, Bloomberg, Financial Modeling, Financial Analysis
Education
Boston College - Carroll School of Management 1996 — 2000
BS, Finance, Accounting
University of Sydney 1999 — 1999
International Student Program
Marcos Veras's Morgan Stanley Wealth Management Experience 2011 - 2012
Job
Industry
Experience
Morgan Stanley Wealth Management 2011 - 2012
Deutsche Bank September 2009 - August 2010
Deutsche Bank September 2008 - August 2009
Education
Boston College - Carroll School of Management 2004 — 2008
BA, Marketing and Leadership
Cardinal Hayes High School 2000 — 2004
H.S. Diploma
Morgan Stanley Wealth Management 2011 - 2012
Deutsche Bank September 2009 - August 2010
Deutsche Bank September 2008 - August 2009
Education
Boston College - Carroll School of Management 2004 — 2008
BA, Marketing and Leadership
Cardinal Hayes High School 2000 — 2004
H.S. Diploma
Hal Hoeft's Morgan Stanley Wealth Management Experience October 2000 - February 2008
Job Executive Director Investments at Oppenheimer & Co., Inc.
Industry Investment Management
Experience
Oppenheimer & Co. Inc. May 2014 - Present
Merrill Lynch Wealth Management, Bank of America Corporation August 2009 - May 2014
Morgan Stanley Wealth Management October 2000 - February 2008
Education
University of Utah - David Eccles School of Business
Master of Business Administration (M.B.A.)
Brigham Young University
Bachelor's Degree, Computer Science
Oppenheimer & Co. Inc. May 2014 - Present
Merrill Lynch Wealth Management, Bank of America Corporation August 2009 - May 2014
Morgan Stanley Wealth Management October 2000 - February 2008
Education
University of Utah - David Eccles School of Business
Master of Business Administration (M.B.A.)
Brigham Young University
Bachelor's Degree, Computer Science
Gregory McGreevy's Morgan Stanley Wealth Management Experience February 2013 - Present
Job Attorney
Industry Legal Services
Experience
Morgan Stanley Wealth Management February 2013 - Present
Zurich North America 2010 - 2013
Commodities Futures Trading Commission August 2008 - December 2009
Self-Employed June 2005 - July 2006
Skills
Litigation, Legal Research, Corporate Law, Westlaw, Legal Discovery, Process Improvement, Civil Litigation, Integrity, Criminal Law, Legal Writing, Courts, Legal Issues, Litigation Management
Education
Brooklyn Law School 2006 — 2009
Juris Doctorate, Law
University of Maryland College Park 2000 — 2004
Bachelor of Arts (B.A.), Anthropology
Morgan Stanley Wealth Management February 2013 - Present
Zurich North America 2010 - 2013
Commodities Futures Trading Commission August 2008 - December 2009
Self-Employed June 2005 - July 2006
Skills
Litigation, Legal Research, Corporate Law, Westlaw, Legal Discovery, Process Improvement, Civil Litigation, Integrity, Criminal Law, Legal Writing, Courts, Legal Issues, Litigation Management
Education
Brooklyn Law School 2006 — 2009
Juris Doctorate, Law
University of Maryland College Park 2000 — 2004
Bachelor of Arts (B.A.), Anthropology
Diane Whittaker's Morgan Stanley Wealth Management Experience January 2013 - Present
Job Senior Application Support Analyst at RR Donnelley
Industry Information Technology and Services
Experience
RR Donnelley November 2013 - Present
Morgan Stanley Wealth Management January 2013 - Present
PNC Bank 2012 - 2012
General Motors September 1984 - December 2005
Skills
MCSA, MCP, Windows Server, Server Administration, Active Directory, Novell Certified, Migration Projects, System Deployment, Symantec Backup, DHCP, TCP/IP, DNS management, System Monitoring
Education
Webster University 1983 — 1984
Master of Science (M.S.), Computer/Information Technology Administration and Management
Bradley University 1978 — 1982
Bachelor of Science (B.S.), Music
RR Donnelley November 2013 - Present
Morgan Stanley Wealth Management January 2013 - Present
PNC Bank 2012 - 2012
General Motors September 1984 - December 2005
Skills
MCSA, MCP, Windows Server, Server Administration, Active Directory, Novell Certified, Migration Projects, System Deployment, Symantec Backup, DHCP, TCP/IP, DNS management, System Monitoring
Education
Webster University 1983 — 1984
Master of Science (M.S.), Computer/Information Technology Administration and Management
Bradley University 1978 — 1982
Bachelor of Science (B.S.), Music
Jason Schott's Morgan Stanley Wealth Management Experience June 2011 - August 2012
Job Associate at Equus Financial
Industry Investment Management
Experience
Equus Financial November 2012 - Present
Morgan Stanley Wealth Management June 2011 - August 2012
State Street Bank February 2009 - March 2011
Boston Stock Exchange March 2007 - October 2008
EqualLogic 2004 - 2006
Education
Bryant College 2002 — 2006
Bachelor of Arts (BA), Economics
Boston University
Equus Financial November 2012 - Present
Morgan Stanley Wealth Management June 2011 - August 2012
State Street Bank February 2009 - March 2011
Boston Stock Exchange March 2007 - October 2008
EqualLogic 2004 - 2006
Education
Bryant College 2002 — 2006
Bachelor of Arts (BA), Economics
Boston University
Brett Ausubel's Morgan Stanley Wealth Management Experience 2011 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2011 - 2013
Coldwell Banker 2008 - 2009
Skills
Microsoft Excel, Microsoft Access, Maintaining positive..., Operating a Bloomberg..., Organization and...
Education
Miami University 2008 — 2013
Bachelor of Science (BS), Urban and Regional Planning
Boston University - School of Management 2009 — 2010
Finance, Business Management
Morgan Stanley Wealth Management 2011 - 2013
Coldwell Banker 2008 - 2009
Skills
Microsoft Excel, Microsoft Access, Maintaining positive..., Operating a Bloomberg..., Organization and...
Education
Miami University 2008 — 2013
Bachelor of Science (BS), Urban and Regional Planning
Boston University - School of Management 2009 — 2010
Finance, Business Management
Michele Filan's Morgan Stanley Wealth Management Experience April 2006 - October 2013
Job Administrative Professional
Industry Financial Services
Experience
PRUDENT PUBLISHING July 2014 - December 2014
Morgan Stanley Wealth Management April 2006 - October 2013
Morgan Stanley 2006 - 2013
Comprehensive Medical Management August 2005 - April 2006
ADESA-NJ October 2004 - August 2005
AT&T March 2002 - June 2003
AT&T August 1996 - May 2002
AT&T April 1992 - August 1996
Skills
Collections, Language Teaching, German-English, Close Attention to..., Ownership, Teamwork, Adaptability, Compassion, Environmental Awareness
Education
Brookdale Community College
Communication and Media Studies
PRUDENT PUBLISHING July 2014 - December 2014
Morgan Stanley Wealth Management April 2006 - October 2013
Morgan Stanley 2006 - 2013
Comprehensive Medical Management August 2005 - April 2006
ADESA-NJ October 2004 - August 2005
AT&T March 2002 - June 2003
AT&T August 1996 - May 2002
AT&T April 1992 - August 1996
Skills
Collections, Language Teaching, German-English, Close Attention to..., Ownership, Teamwork, Adaptability, Compassion, Environmental Awareness
Education
Brookdale Community College
Communication and Media Studies
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.