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
William Benner William Benner's Morgan Stanley Wealth Management Experience August 2013 - Present
Job Portfolio Management Analyst at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2013 - Present
Orfalea College of Business Advising Center March 2012 - June 2013
Morgan Stanley Smith Barney June 2012 - September 2012
Skills
Portfolio Management, Mutual Funds, Wealth Management, Bloomberg Terminal, Financial Advisory, Financial Analysis, Financial Modeling, Finance, Microsoft Excel, PowerPoint, Accounting, Access, Microsoft Word, Microsoft Office, Financial Accounting, Data Analysis, Training, Customer Service, Teamwork, Corporate Finance
Education
California Polytechnic State University-San Luis Obispo 2009 — 2013
Business Administration, Finance
Morgan Stanley Wealth Management August 2013 - Present
Orfalea College of Business Advising Center March 2012 - June 2013
Morgan Stanley Smith Barney June 2012 - September 2012
Skills
Portfolio Management, Mutual Funds, Wealth Management, Bloomberg Terminal, Financial Advisory, Financial Analysis, Financial Modeling, Finance, Microsoft Excel, PowerPoint, Accounting, Access, Microsoft Word, Microsoft Office, Financial Accounting, Data Analysis, Training, Customer Service, Teamwork, Corporate Finance
Education
California Polytechnic State University-San Luis Obispo 2009 — 2013
Business Administration, Finance
Brian Bascom Brian Bascom's Morgan Stanley Wealth Management Experience June 2012 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2012 - Present
USI Insurance Services June 2011 - August 2011
Education
Centre College 2008 — 2012
Bachelor of Science (B.S.), Financial Economics
Indian Hill High School
Morgan Stanley Wealth Management June 2012 - Present
USI Insurance Services June 2011 - August 2011
Education
Centre College 2008 — 2012
Bachelor of Science (B.S.), Financial Economics
Indian Hill High School
Kevin Bonse Kevin Bonse's Morgan Stanley Wealth Management Experience July 2014 - December 2014
Job Analyst at TorreyCove Capital Partners LLC
Industry Venture Capital & Private Equity
Experience
TorreyCove Capital Partners LLC December 2014 - Present
Morgan Stanley Wealth Management July 2014 - December 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Statistical Data..., Economics
Education
California State University San Marcos 2012 — 2014
Bachelor of Arts (B.A.) - Magna Cum Laude, Economics, 3.85
Palomar College 2009 — 2012
General Studies, Business Administration and Management, General, 3.61
San Marcos High
TorreyCove Capital Partners LLC December 2014 - Present
Morgan Stanley Wealth Management July 2014 - December 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Statistical Data..., Economics
Education
California State University San Marcos 2012 — 2014
Bachelor of Arts (B.A.) - Magna Cum Laude, Economics, 3.85
Palomar College 2009 — 2012
General Studies, Business Administration and Management, General, 3.61
San Marcos High
Shina Adu Shina Adu's Morgan Stanley Wealth Management Experience July 2013 - 2014
Job Morgan Stanley Wealth Management at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Charles Schwab 2014 - Present
Morgan Stanley Wealth Management July 2013 - 2014
Magic Group International - MGI September 2011 - August 2013
eInfoPro Inc. August 2008 - July 2010
First Data Merchant Services November 2007 - December 2008
GC LLC Poland September 2004 - August 2007
Masters Consulting LLC April 2003 - September 2004
Berlitz Corporation December 1999 - December 2002
Skills
Business Development, Management, Forecasting, Leadership, Marketing, Strategy, Market Research, Email Marketing, Business Planning, Direct Marketing, Product Development, Project Management, Budgets, Training, series 7. series 66...
Education
CSUDH 2012 — 2013
Diploma, Project Management
Warsaw University of Technology
Master's degree, Aerospace, Aeronautical and Astronautical Engineering
Warsaw University of Technology
Bachelor's degree, Aerospace, Aeronautical and Astronautical Engineering
Charles Schwab 2014 - Present
Morgan Stanley Wealth Management July 2013 - 2014
Magic Group International - MGI September 2011 - August 2013
eInfoPro Inc. August 2008 - July 2010
First Data Merchant Services November 2007 - December 2008
GC LLC Poland September 2004 - August 2007
Masters Consulting LLC April 2003 - September 2004
Berlitz Corporation December 1999 - December 2002
Skills
Business Development, Management, Forecasting, Leadership, Marketing, Strategy, Market Research, Email Marketing, Business Planning, Direct Marketing, Product Development, Project Management, Budgets, Training, series 7. series 66...
Education
CSUDH 2012 — 2013
Diploma, Project Management
Warsaw University of Technology
Master's degree, Aerospace, Aeronautical and Astronautical Engineering
Warsaw University of Technology
Bachelor's degree, Aerospace, Aeronautical and Astronautical Engineering
Melyinda Guerra Melyinda Guerra's Morgan Stanley Wealth Management Experience February 2005 - Present
Job Portfolio Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2005 - Present
Financial Network Investment Corporation, Member SIPC January 1999 - February 2005
Skills
Series 7, series 66
Education
California State University-Hayward
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Morgan Stanley Wealth Management February 2005 - Present
Financial Network Investment Corporation, Member SIPC January 1999 - February 2005
Skills
Series 7, series 66
Education
California State University-Hayward
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Kimberlee Basile Kimberlee Basile's Morgan Stanley Wealth Management Experience 1992 - 2012
Job Senior Registered Associate UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services - Atlanta GA June 2012 - Present
Morgan Stanley Wealth Management 1992 - 2012
Skills
Series 7, Series 63, Uniform Combined State..., Investment Advisory, Series 31, GA, FL, IL Insurance..., FINRA
Education
Central Michigan University
Bachelor of Arts (BA)
UBS Financial Services - Atlanta GA June 2012 - Present
Morgan Stanley Wealth Management 1992 - 2012
Skills
Series 7, Series 63, Uniform Combined State..., Investment Advisory, Series 31, GA, FL, IL Insurance..., FINRA
Education
Central Michigan University
Bachelor of Arts (BA)
Agnes Liong Agnes Liong's Morgan Stanley Wealth Management Experience July 2013 - December 2013
Job Financial Analyst at Farmers Group Insurance & Zurich Investments
Industry Financial Services
Experience
Farmers Group Insurance & Financial Solutions- No.1 Commercial Lines Insurance Agency in Southern CA May 2015 - Present
Merrill Edge July 2014 - Present
Stand Up 2 Bullying March 2014 - Present
Edward Jones July 2013 - July 2014
arubixs May 2013 - June 2014
Morgan Stanley Wealth Management July 2013 - December 2013
Volunteers of America January 2010 - June 2010
PT.SIKISEI June 2007 - December 2009
Bank Jasa Jakarta July 2005 - July 2007
Bali Restaurant July 2000 - July 2005
Education
Pepperdine University 2014 — 2017
Master of Business Administration (MBA), Finance, General
California State University-East Bay 2011 — 2012
Bachelor of Science (B.Sc.), Finance and Marketing, 3.81
Shoreline Community College 2009 — 2010
Associate of Arts with Honors, Business, 3.8
Diablo Valley College 2009 — 2009
Business
Farmers Group Insurance & Financial Solutions- No.1 Commercial Lines Insurance Agency in Southern CA May 2015 - Present
Merrill Edge July 2014 - Present
Stand Up 2 Bullying March 2014 - Present
Edward Jones July 2013 - July 2014
arubixs May 2013 - June 2014
Morgan Stanley Wealth Management July 2013 - December 2013
Volunteers of America January 2010 - June 2010
PT.SIKISEI June 2007 - December 2009
Bank Jasa Jakarta July 2005 - July 2007
Bali Restaurant July 2000 - July 2005
Education
Pepperdine University 2014 — 2017
Master of Business Administration (MBA), Finance, General
California State University-East Bay 2011 — 2012
Bachelor of Science (B.Sc.), Finance and Marketing, 3.81
Shoreline Community College 2009 — 2010
Associate of Arts with Honors, Business, 3.8
Diablo Valley College 2009 — 2009
Business
Cynthia Wilshusen Cynthia Wilshusen's Morgan Stanley Wealth Management Experience March 1994 - July 1997
Job Business Consultant and Educator
Industry Accounting
Experience
Cuesta College January 2013 - Present
Cuesta College November 1999 - Present
Santa Barbara City College July 2008 - Present
CRW Business Services June 1997 - Present
Cuesta College February 2005 - October 2007
Morgan Stanley Wealth Management March 1994 - July 1997
Skills
Leadership, Training, Management, Entrepreneurship, Start-ups, Nonprofits, Budgets, Teaching, Management Consulting, Analysis, Small Business, Microsoft Excel, Time Management, Access, Networking, Project Planning, Higher Education, Public Speaking, QuickBooks, Curriculum Development, E-Learning, Instructional Design, Community Outreach, Microsoft Office, Accounting, Fundraising, Social Networking
Education
Cuesta College 1993 — 1998
Associates Degree, Business Administration
California Polytechnic State University-San Luis Obispo 1998 — 2002
Bachelors, Business Administration - Accounting
University of Phoenix 2003 — 2005
MBA, Accounting
Cuesta College January 2013 - Present
Cuesta College November 1999 - Present
Santa Barbara City College July 2008 - Present
CRW Business Services June 1997 - Present
Cuesta College February 2005 - October 2007
Morgan Stanley Wealth Management March 1994 - July 1997
Skills
Leadership, Training, Management, Entrepreneurship, Start-ups, Nonprofits, Budgets, Teaching, Management Consulting, Analysis, Small Business, Microsoft Excel, Time Management, Access, Networking, Project Planning, Higher Education, Public Speaking, QuickBooks, Curriculum Development, E-Learning, Instructional Design, Community Outreach, Microsoft Office, Accounting, Fundraising, Social Networking
Education
Cuesta College 1993 — 1998
Associates Degree, Business Administration
California Polytechnic State University-San Luis Obispo 1998 — 2002
Bachelors, Business Administration - Accounting
University of Phoenix 2003 — 2005
MBA, Accounting
Jacqueline Morales's Morgan Stanley Wealth Management Experience May 2009 - November 2012
Job Registered Associate at Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates November 2012 - Present
Morgan Stanley Wealth Management May 2009 - November 2012
Citi Smith Barney August 2007 - May 2009
Skills
Series 7, Wealth Management, Investments, Financial Services, Securities, Customer Service, Team Building, Team Leadership, CRM, International Trade, Restricted Stock, Employee Stock Options, Spanish-English, Microsoft Office, Outlook, Back Office, Series 63
Education
California State University-Hayward 2005 — 2007
Bachelor of Applied Science (B.A.Sc.), Psychology
Ohlone College 2003 — 2005
Associate of Science (A.S.), Psychology
Raymond James & Associates November 2012 - Present
Morgan Stanley Wealth Management May 2009 - November 2012
Citi Smith Barney August 2007 - May 2009
Skills
Series 7, Wealth Management, Investments, Financial Services, Securities, Customer Service, Team Building, Team Leadership, CRM, International Trade, Restricted Stock, Employee Stock Options, Spanish-English, Microsoft Office, Outlook, Back Office, Series 63
Education
California State University-Hayward 2005 — 2007
Bachelor of Applied Science (B.A.Sc.), Psychology
Ohlone College 2003 — 2005
Associate of Science (A.S.), Psychology
Akwasi Brefo's Morgan Stanley Wealth Management Experience AnalystMorgan Stanley Wealth ManagementJune 2014 - Present
Job Analyst at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management AnalystMorgan Stanley Wealth ManagementJune 2014 - Present
Henderson Brothers, Inc. May 2012 - August 2012
Education
Carnegie Mellon University 2010 — 2014
Bachelor of Science Economics, Economics
Morgan Stanley Wealth Management AnalystMorgan Stanley Wealth ManagementJune 2014 - Present
Henderson Brothers, Inc. May 2012 - August 2012
Education
Carnegie Mellon University 2010 — 2014
Bachelor of Science Economics, Economics
Keith Tang Keith Tang's Morgan Stanley Wealth Management Experience 2009 - 2013
Job Technical Analyst
Industry Information Technology and Services
Experience
Pomeroy May 2014 - November 2014
Adil Business Systems, Inc. March 2014 - May 2014
Morgan Stanley Wealth Management 2009 - 2013
Citi February 2006 - June 2009
MPL Systems April 1998 - February 2006
Skills
Vendor Management, Business Analysis, SharePoint, Process Improvement, IT Management, ITIL, Disaster Recovery, Unix, Requirements Gathering, SDLC, Visio, Requirements Analysis, Microsoft SQL Server, Oracle, Data Warehousing, IT Strategy, SQL, Troubleshooting, System Deployment
Education
City University of New York-Hunter College 1995 — 1997
Attended, Computer Science
Sheepshead Bay High school 1991 — 1995
Pomeroy May 2014 - November 2014
Adil Business Systems, Inc. March 2014 - May 2014
Morgan Stanley Wealth Management 2009 - 2013
Citi February 2006 - June 2009
MPL Systems April 1998 - February 2006
Skills
Vendor Management, Business Analysis, SharePoint, Process Improvement, IT Management, ITIL, Disaster Recovery, Unix, Requirements Gathering, SDLC, Visio, Requirements Analysis, Microsoft SQL Server, Oracle, Data Warehousing, IT Strategy, SQL, Troubleshooting, System Deployment
Education
City University of New York-Hunter College 1995 — 1997
Attended, Computer Science
Sheepshead Bay High school 1991 — 1995
Tami Lautoa Tami Lautoa's Morgan Stanley Wealth Management Experience June 2006 - Present
Job Portfolio Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2006 - Present
Citigroup Derivatives Markets Inc. June 2002 - June 2006
Pacific Exchange June 1999 - June 2002
USAIG 1989 - 1999
Skills
Portfolio Management, Trading, Series 63, Investments, Series 7, Equities, Wealth Management, Mutual Funds, Financial Services, Alternative Investments
Education
City College of San Francisco 1991 — 1995
Morgan Stanley Wealth Management June 2006 - Present
Citigroup Derivatives Markets Inc. June 2002 - June 2006
Pacific Exchange June 1999 - June 2002
USAIG 1989 - 1999
Skills
Portfolio Management, Trading, Series 63, Investments, Series 7, Equities, Wealth Management, Mutual Funds, Financial Services, Alternative Investments
Education
City College of San Francisco 1991 — 1995
Rob Brewster Rob Brewster's Morgan Stanley Wealth Management Experience January 1998 - January 1999
Job President at Ingredients By Nature
Industry Health, Wellness and Fitness
Experience
Ingredients By Nature January 2009 - Present
Brewster Foods November 2000 - Present
Morgan Stanley Wealth Management January 1998 - January 1999
Skills
Fishing, Supplements, Product Formulations, Citrus Science, Ingredient Solutions, Marketing, Nutraceuticals, Entrepreneurship, Wellness, Nutrition, Food Industry, Ingredients, Regulatory Affairs, Marketing Strategy, Food, Product Development, GMP, Manufacturing, Leadership
Education
CSUN 1996 — 1998
Bachelor of Business Administration (B.B.A.) Minor Biology, Marketing & Biology
University of San Diego 1995 — 1997
Minor Biology, Biology, General
Ingredients By Nature January 2009 - Present
Brewster Foods November 2000 - Present
Morgan Stanley Wealth Management January 1998 - January 1999
Skills
Fishing, Supplements, Product Formulations, Citrus Science, Ingredient Solutions, Marketing, Nutraceuticals, Entrepreneurship, Wellness, Nutrition, Food Industry, Ingredients, Regulatory Affairs, Marketing Strategy, Food, Product Development, GMP, Manufacturing, Leadership
Education
CSUN 1996 — 1998
Bachelor of Business Administration (B.B.A.) Minor Biology, Marketing & Biology
University of San Diego 1995 — 1997
Minor Biology, Biology, General
Marut Shah Marut Shah's Morgan Stanley Wealth Management Experience March 2009 - June 2009
Job Summer Law Clerk at Illinois Attorney General's Office
Industry Capital Markets
Experience
University of Iowa College of Law June 2013 - Present
Illinois Attorney General's Office May 2014 - August 2014
Illinois Legal Aid Online June 2013 - September 2013
Rilwala Properties Management, LLC June 2007 - August 2012
Morgan Stanley Wealth Management March 2009 - June 2009
Skills
Microsoft Office, Team Building, Budgets, Investments, Management, Marketing, Portfolio Management, Finance, Strategy, Commercial Real Estate, Data Analysis, Financial Analysis
Education
University of Iowa College of Law 2012 — 2015
Juris Doctor
DePaul University 2007 — 2011
Bachelor of Science in Commerce (BSc), Finance and Economics
Chicago-Kent College of Law, Illinois Institute of Technology
Chicago-Kent College of Law, Illinois Institute of Technology
Indiana University Bloomington
Northridge Preparatory
University of Iowa College of Law June 2013 - Present
Illinois Attorney General's Office May 2014 - August 2014
Illinois Legal Aid Online June 2013 - September 2013
Rilwala Properties Management, LLC June 2007 - August 2012
Morgan Stanley Wealth Management March 2009 - June 2009
Skills
Microsoft Office, Team Building, Budgets, Investments, Management, Marketing, Portfolio Management, Finance, Strategy, Commercial Real Estate, Data Analysis, Financial Analysis
Education
University of Iowa College of Law 2012 — 2015
Juris Doctor
DePaul University 2007 — 2011
Bachelor of Science in Commerce (BSc), Finance and Economics
Chicago-Kent College of Law, Illinois Institute of Technology
Chicago-Kent College of Law, Illinois Institute of Technology
Indiana University Bloomington
Northridge Preparatory
Nicole M. Alfonso's Morgan Stanley Wealth Management Experience January 2013 - June 2013
Job Private Wealth Advisor at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors July 2014 - Present
Lincoln Financial Advisors July 2013 - July 2014
Morgan Stanley Wealth Management January 2013 - June 2013
AXA Advisors October 2012 - January 2013
Skills
Finance, Financial Analysis, Asset Management, Investment Strategies, Strategic Financial..., Portfolio Assessment, Retirement Planning..., Cash Flow Modeling, Financial Modeling, Risk Modeling, Risk Management, Debt Management, Morningstar, Wealth Accumulation..., Wealth Preservation..., Investments, Investment Management, Diversification, Securities, Series 7, Series 66, Retirement Income..., Qualified Retirement..., Process Optimization, Strategic Planning, Salesforce.com, Microsoft Office, Practice Development, Business Planning, Business Simulation, Estate Planning, Alternative Investments, REIT, Retirement Income..., Income Distribution, Roth IRA, Traditional IRA, Non-Qualified Deferred..., Equities, Fixed Income, ETFs, 1031 Exchanges, Irrevocable Life..., Life Insurance, Term Life Insurance, Permanent Life Insurance, Long Term Care Insurance, Disability Insurance, Social Security
Education
California State University-Fullerton 2008 — 2013
B.A., International Business, Concentration: Japanese
Arnold O. Beckman High School 2004 — 2008
High School Diploma
Lincoln Financial Advisors July 2014 - Present
Lincoln Financial Advisors July 2013 - July 2014
Morgan Stanley Wealth Management January 2013 - June 2013
AXA Advisors October 2012 - January 2013
Skills
Finance, Financial Analysis, Asset Management, Investment Strategies, Strategic Financial..., Portfolio Assessment, Retirement Planning..., Cash Flow Modeling, Financial Modeling, Risk Modeling, Risk Management, Debt Management, Morningstar, Wealth Accumulation..., Wealth Preservation..., Investments, Investment Management, Diversification, Securities, Series 7, Series 66, Retirement Income..., Qualified Retirement..., Process Optimization, Strategic Planning, Salesforce.com, Microsoft Office, Practice Development, Business Planning, Business Simulation, Estate Planning, Alternative Investments, REIT, Retirement Income..., Income Distribution, Roth IRA, Traditional IRA, Non-Qualified Deferred..., Equities, Fixed Income, ETFs, 1031 Exchanges, Irrevocable Life..., Life Insurance, Term Life Insurance, Permanent Life Insurance, Long Term Care Insurance, Disability Insurance, Social Security
Education
California State University-Fullerton 2008 — 2013
B.A., International Business, Concentration: Japanese
Arnold O. Beckman High School 2004 — 2008
High School Diploma
Joseph Rosena Joseph Rosena's Morgan Stanley Wealth Management Experience July 2012 - August 2012
Job Commercial Research Associate
Industry Real Estate
Experience
AIR Commercial Real Estate Association June 2015 - Present
United States Marine Corps Officer Candidate School January 2015 - February 2015
Mimi Walters for U.S. Representative February 2014 - May 2014
Chapman University January 2012 - May 2014
Republican Party of Orange County July 2013 - August 2013
Morgan Stanley Wealth Management July 2012 - August 2012
Six Flags Hurricane Harbor May 2009 - August 2010
Education
Chapman University 2010 — 2014
Bachelor of Arts, Economics
University of Melbourne 2013 — 2013
AIR Commercial Real Estate Association June 2015 - Present
United States Marine Corps Officer Candidate School January 2015 - February 2015
Mimi Walters for U.S. Representative February 2014 - May 2014
Chapman University January 2012 - May 2014
Republican Party of Orange County July 2013 - August 2013
Morgan Stanley Wealth Management July 2012 - August 2012
Six Flags Hurricane Harbor May 2009 - August 2010
Education
Chapman University 2010 — 2014
Bachelor of Arts, Economics
University of Melbourne 2013 — 2013
Hanif Bholat Hanif Bholat's Morgan Stanley Wealth Management Experience March 2013 - January 2014
Job Cofounder at MH Fluid Dynamics
Industry Financial Services
Experience
MH Fluid Dynamics January 2014 - Present
Morgan Stanley Wealth Management March 2013 - January 2014
SLAC February 1999 - May 2012
Philips Design 1997 - 1999
CPI 1994 - 1997
Skills
Monte Carlo Simulation, Data Analysis, Statistics, Analysis, Strategic Financial..., Asset Management, Life Insurance, Optimizations, Risk Management, Project Management, Asset Allocation, Asset Protection, Financial Risk, Presentations, Matlab, Data Mining, VBA
Education
USPAS (United States Particle Accelerator School) 1999 — 2011
Non degree work related courses, Graduate Work in Accelerator Physics, Credit and no credit courses
SJSU 1990 — 1992
MS, Physics
CSUN 1987 — 1990
BS, Physics and Mathematics
MH Fluid Dynamics January 2014 - Present
Morgan Stanley Wealth Management March 2013 - January 2014
SLAC February 1999 - May 2012
Philips Design 1997 - 1999
CPI 1994 - 1997
Skills
Monte Carlo Simulation, Data Analysis, Statistics, Analysis, Strategic Financial..., Asset Management, Life Insurance, Optimizations, Risk Management, Project Management, Asset Allocation, Asset Protection, Financial Risk, Presentations, Matlab, Data Mining, VBA
Education
USPAS (United States Particle Accelerator School) 1999 — 2011
Non degree work related courses, Graduate Work in Accelerator Physics, Credit and no credit courses
SJSU 1990 — 1992
MS, Physics
CSUN 1987 — 1990
BS, Physics and Mathematics
Simon Mui Simon Mui's Morgan Stanley Wealth Management Experience August 2007 - February 2010
Job Analyst at Parametric Eaton Vance
Industry Investment Management
Experience
Parametric March 2015 - Present
Parametric Portfolio Associates February 2013 - March 2015
Merrill Lynch February 2010 - July 2010
Morgan Stanley Wealth Management August 2007 - February 2010
Skills
Bloomberg, Equities, Mutual Funds, Fund Accounting, Securities, Bloomberg Terminal, Microsoft Excel, Finance, Financial Analysis, Series 7
Education
California State Polytechnic University-Pomona
Bachelor of Science (B.S.), Business
Parametric March 2015 - Present
Parametric Portfolio Associates February 2013 - March 2015
Merrill Lynch February 2010 - July 2010
Morgan Stanley Wealth Management August 2007 - February 2010
Skills
Bloomberg, Equities, Mutual Funds, Fund Accounting, Securities, Bloomberg Terminal, Microsoft Excel, Finance, Financial Analysis, Series 7
Education
California State Polytechnic University-Pomona
Bachelor of Science (B.S.), Business
Guillermo Robles Guillermo Robles's Morgan Stanley Wealth Management Experience 2013 - 2014
Job Personal Banker Reg (SAFE) 2/ Brokerage Associate
Industry Financial Services
Experience
Wells Fargo September 2014 - Present
Morgan Stanley Wealth Management 2013 - 2014
Verizon Wireless November 2008 - December 2013
Skills
Financial Analysis, Business Analysis, Business wireless..., Consumer wireless..., Sales, Small Business Lending, Consumer Lending, Customer Service, Customer Satisfaction, Project Planning, Long-term Customer..., International Marketing, International Sales, Bilingual-English/Spanis..., Product Marketing, Coaching Staff, Solution Selling
Education
College of Our Lady of the Elms 2003 — 2008
Bachelor of Business Administration (BBA), Marketing
Central Connecticut State University
Wells Fargo September 2014 - Present
Morgan Stanley Wealth Management 2013 - 2014
Verizon Wireless November 2008 - December 2013
Skills
Financial Analysis, Business Analysis, Business wireless..., Consumer wireless..., Sales, Small Business Lending, Consumer Lending, Customer Service, Customer Satisfaction, Project Planning, Long-term Customer..., International Marketing, International Sales, Bilingual-English/Spanis..., Product Marketing, Coaching Staff, Solution Selling
Education
College of Our Lady of the Elms 2003 — 2008
Bachelor of Business Administration (BBA), Marketing
Central Connecticut State University
Neal Coleman Neal Coleman's Morgan Stanley Wealth Management Experience May 2010 - Present
Job Wealth Advisor at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2010 - Present
Skills
Investments, Options, Fixed Income, Commodity Markets, Stocks, Banking, Investment Banking, Portfolio Management, Retirement, Retirement Planning, Financial Services, College Savings Plans
Education
California State University-Long Beach 1980 — 1985
Bachelor of Science (BS), Investment Finance
Morgan Stanley Wealth Management May 2010 - Present
Skills
Investments, Options, Fixed Income, Commodity Markets, Stocks, Banking, Investment Banking, Portfolio Management, Retirement, Retirement Planning, Financial Services, College Savings Plans
Education
California State University-Long Beach 1980 — 1985
Bachelor of Science (BS), Investment Finance
Soheb Khan Soheb Khan's Morgan Stanley Wealth Management Experience 2009 - 2014
Job Project Coordinator/Windows Engineer (Consultant) at The Estée Lauder Companies Inc.
Industry Financial Services
Experience
The Estée Lauder Companies Inc. October 2014 - Present
MORGAN STANLEY-WEALTH MANAGEMENT 2009 - 2014
CITI – GLOBAL WEALTH MANAGEMENT 2004 - 2009
SMITH BARNEY – GLOBAL WEALTH MANAGEMENT, New York, NY 1996 - 2004
Skills
SDLC, Integration, Vendor Management, Requirements Analysis, IT Strategy, Disaster Recovery, Visio, Software Project..., Business Analysis, Enterprise Architecture, System Deployment, ITIL, Risk Management, Program Management, Virtualization, Active Directory, VBScript, SQL, Powershell, Asset Management, Scripting, Software Configuration..., Source Change Management, System Center 2012...
Education
Stevens Institute of Technology 2000 — 2002
Master Of Science, Information Systems
LHH Webinar 2014 — 2014
Skillsoft eLearning 2014 — 2014
Certificate, IT Project Management
City University of New York 1992 — 1995
Master of Engineering, Electrical Engineering
Karachi University 1987 — 1989
Master Of Science, Physics (Specialization in Electronics)
The Estée Lauder Companies Inc. October 2014 - Present
MORGAN STANLEY-WEALTH MANAGEMENT 2009 - 2014
CITI – GLOBAL WEALTH MANAGEMENT 2004 - 2009
SMITH BARNEY – GLOBAL WEALTH MANAGEMENT, New York, NY 1996 - 2004
Skills
SDLC, Integration, Vendor Management, Requirements Analysis, IT Strategy, Disaster Recovery, Visio, Software Project..., Business Analysis, Enterprise Architecture, System Deployment, ITIL, Risk Management, Program Management, Virtualization, Active Directory, VBScript, SQL, Powershell, Asset Management, Scripting, Software Configuration..., Source Change Management, System Center 2012...
Education
Stevens Institute of Technology 2000 — 2002
Master Of Science, Information Systems
LHH Webinar 2014 — 2014
Skillsoft eLearning 2014 — 2014
Certificate, IT Project Management
City University of New York 1992 — 1995
Master of Engineering, Electrical Engineering
Karachi University 1987 — 1989
Master Of Science, Physics (Specialization in Electronics)
Armand Magcalas Armand Magcalas's Morgan Stanley Wealth Management Experience March 2014 - Present
Job Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2014 - Present
Northwestern Mutual August 2013 - March 2014
McMaster-Carr March 2012 - August 2013
Louis Vuitton Moët Hennessy Group June 2005 - May 2012
Skills
Strategic Thinking, Strategic Planning, Team Leadership, Budgets, Strategic Financial..., Risk Management, Financial Analysis, Retirement Planning, Tax, Business Analysis, Budgeting, Product Knowledge, Listening Skills, Problem Solving, Focus On Results, Intuitive, Adaptive
Education
University of California, Los Angeles 2012 — 2014
Certification, Personal Financial Planning
California State University-Fullerton 2005 — 2010
Bachelor of Art, Business Administration and Management, General
Morgan Stanley Wealth Management March 2014 - Present
Northwestern Mutual August 2013 - March 2014
McMaster-Carr March 2012 - August 2013
Louis Vuitton Moët Hennessy Group June 2005 - May 2012
Skills
Strategic Thinking, Strategic Planning, Team Leadership, Budgets, Strategic Financial..., Risk Management, Financial Analysis, Retirement Planning, Tax, Business Analysis, Budgeting, Product Knowledge, Listening Skills, Problem Solving, Focus On Results, Intuitive, Adaptive
Education
University of California, Los Angeles 2012 — 2014
Certification, Personal Financial Planning
California State University-Fullerton 2005 — 2010
Bachelor of Art, Business Administration and Management, General
Lino Lourenco Lino Lourenco's Morgan Stanley Wealth Management Experience July 2010 - January 2014
Job Investment Analyst at Canterbury Consulting
Industry Financial Services
Experience
Canterbury Consulting January 2014 - Present
Morgan Stanley Wealth Management July 2010 - January 2014
Skills
Financial Analysis, Asset Allocation, Mutual Funds, Financial Services, Financial Reporting, Financial Modeling
Education
California State University-Long Beach
Bachelor of Science (B.S.), Finance
Canterbury Consulting January 2014 - Present
Morgan Stanley Wealth Management July 2010 - January 2014
Skills
Financial Analysis, Asset Allocation, Mutual Funds, Financial Services, Financial Reporting, Financial Modeling
Education
California State University-Long Beach
Bachelor of Science (B.S.), Finance
Danny Valenzuela's Morgan Stanley Wealth Management Experience April 2011 - December 2011
Job Retirement Plan Professional/Account Executive for the Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2015 - Present
Principal Financial Group April 2014 - June 2015
Principal Financial Group January 2012 - March 2014
Morgan Stanley Wealth Management April 2011 - December 2011
Skills
Investments, Portfolio Management, Microsoft Office, Financial Analysis, Financial Modeling, Public Speaking, PowerPoint, Analysis, Microsoft Excel, Investment Management, Event Planning
Education
California State University-Long Beach 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Principal Financial Group July 2015 - Present
Principal Financial Group April 2014 - June 2015
Principal Financial Group January 2012 - March 2014
Morgan Stanley Wealth Management April 2011 - December 2011
Skills
Investments, Portfolio Management, Microsoft Office, Financial Analysis, Financial Modeling, Public Speaking, PowerPoint, Analysis, Microsoft Excel, Investment Management, Event Planning
Education
California State University-Long Beach 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Nathan G. Morales's Morgan Stanley Wealth Management Experience December 2012 - March 2013
Job Customer Operations (Classified Startup) & Sales Lead (Kate Spade New York)
Industry Retail
Experience
Classified Startup May 2015 - Present
Kate Spade & Company May 2015 - Present
TUMI March 2015 - May 2015
Bloomingdale's May 2014 - February 2015
The Art of Shaving August 2013 - May 2014
Perfect Sunday, Inc. April 2013 - June 2013
Morgan Stanley Wealth Management December 2012 - March 2013
Bridge Brands Chocolates d/b/a: The San Francisco Chocolate Factory September 2011 - June 2012
Simple Alternatives February 2011 - July 2011
Skills
Social Media Marketing, PowerPoint, Facebook, Microsoft Excel, Public Speaking, Research, Microsoft Office, Financial Modeling, Financial Analysis, Leadership, Microsoft Word, Photoshop, Social Networking, Photography, Economics, Bloomberg Terminal, FedEx, Epicor, Blogging, Marketing, Social Media, Customer Service, Sales, Management, Retail
Education
San Francisco State University 2008 — 2016
BA, Economics
City College of San Francisco
GE Classes, Economics
Army and Navy Academy 2003 — 2008
GED
Classified Startup May 2015 - Present
Kate Spade & Company May 2015 - Present
TUMI March 2015 - May 2015
Bloomingdale's May 2014 - February 2015
The Art of Shaving August 2013 - May 2014
Perfect Sunday, Inc. April 2013 - June 2013
Morgan Stanley Wealth Management December 2012 - March 2013
Bridge Brands Chocolates d/b/a: The San Francisco Chocolate Factory September 2011 - June 2012
Simple Alternatives February 2011 - July 2011
Skills
Social Media Marketing, PowerPoint, Facebook, Microsoft Excel, Public Speaking, Research, Microsoft Office, Financial Modeling, Financial Analysis, Leadership, Microsoft Word, Photoshop, Social Networking, Photography, Economics, Bloomberg Terminal, FedEx, Epicor, Blogging, Marketing, Social Media, Customer Service, Sales, Management, Retail
Education
San Francisco State University 2008 — 2016
BA, Economics
City College of San Francisco
GE Classes, Economics
Army and Navy Academy 2003 — 2008
GED
Amber Lopez Amber Lopez's Morgan Stanley Wealth Management Experience August 2012 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2012 - Present
LPL Financial December 2011 - November 2012
Morgan Stanley Smith Barney January 2011 - June 2011
Valley Christian High School - Cerritos, CA October 2009 - February 2010
Education
University of California, Los Angeles 2010 — 2012
Bachelor of Arts (BA), Economics
Cypress College 2009 — 2010
Associates, Math and Science
California State University San Marcos 2008 — 2009
Business Administration, Finance
Morgan Stanley Wealth Management August 2012 - Present
LPL Financial December 2011 - November 2012
Morgan Stanley Smith Barney January 2011 - June 2011
Valley Christian High School - Cerritos, CA October 2009 - February 2010
Education
University of California, Los Angeles 2010 — 2012
Bachelor of Arts (BA), Economics
Cypress College 2009 — 2010
Associates, Math and Science
California State University San Marcos 2008 — 2009
Business Administration, Finance
Cameron Honma's Morgan Stanley Wealth Management Experience October 2013 - April 2014
Job Analyst at Pacific Summit Energy
Industry Capital Markets
Experience
Pacific Summit Energy, a subsidiary of Sumitomo Corporation of America November 2014 - Present
The Loft June 2013 - March 2015
Morgan Stanley Wealth Management October 2013 - April 2014
California State University, Long Beach March 2012 - May 2013
Ralphs Grocery Company July 2011 - February 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, Event Planning, Public Speaking, Teamwork, Time Management, Community Outreach, Access, Leadership, Social Media, Research
Education
California State University-Long Beach 2010 — 2014
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Pacific Summit Energy, a subsidiary of Sumitomo Corporation of America November 2014 - Present
The Loft June 2013 - March 2015
Morgan Stanley Wealth Management October 2013 - April 2014
California State University, Long Beach March 2012 - May 2013
Ralphs Grocery Company July 2011 - February 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, Event Planning, Public Speaking, Teamwork, Time Management, Community Outreach, Access, Leadership, Social Media, Research
Education
California State University-Long Beach 2010 — 2014
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Jason Bender's Morgan Stanley Wealth Management Experience February 2005 - November 2005
Job Spine Consultant at LDR Spine
Industry Medical Devices
Experience
LDR December 2014 - Present
Spacelabs Healthcare January 2014 - December 2014
Natus Medical Incorporated April 2008 - January 2014
Cintas December 2005 - January 2008
Morgan Stanley Wealth Management February 2005 - November 2005
Education
Chapman University
Bachelor of Business Administration (BBA), Finance
LDR December 2014 - Present
Spacelabs Healthcare January 2014 - December 2014
Natus Medical Incorporated April 2008 - January 2014
Cintas December 2005 - January 2008
Morgan Stanley Wealth Management February 2005 - November 2005
Education
Chapman University
Bachelor of Business Administration (BBA), Finance
Manisha Vishvanath's Morgan Stanley Wealth Management Experience July 2014 - August 2014
Job Senior Analyst at Deutsche Bank
Industry Banking
Experience
Deutsche Bank July 2015 - Present
Department of Statistics, University of California, Davis January 2015 - July 2015
Morgan Stanley Wealth Management July 2014 - August 2014
analyticsMD August 2013 - October 2013
Cal Poly Pomona March 2013 - June 2013
Stanford University June 2010 - August 2010
Skills
Data Analysis, R, Research, Microsoft Excel, QuickBooks, HTML, PowerPoint, Microsoft Word, Event Planning, Public Speaking, Time Management, Teamwork, Microsoft Office, Windows, Critical Thinking, Organization, Photoshop
Education
University of California, Davis 2013 — 2015
Bachelor of Arts (BA)
California State Polytechnic University-Pomona 2011 — 2013
De Anza College 2010 — 2011
Monta Vista High School 2007 — 2011
High School Diploma
Deutsche Bank July 2015 - Present
Department of Statistics, University of California, Davis January 2015 - July 2015
Morgan Stanley Wealth Management July 2014 - August 2014
analyticsMD August 2013 - October 2013
Cal Poly Pomona March 2013 - June 2013
Stanford University June 2010 - August 2010
Skills
Data Analysis, R, Research, Microsoft Excel, QuickBooks, HTML, PowerPoint, Microsoft Word, Event Planning, Public Speaking, Time Management, Teamwork, Microsoft Office, Windows, Critical Thinking, Organization, Photoshop
Education
University of California, Davis 2013 — 2015
Bachelor of Arts (BA)
California State Polytechnic University-Pomona 2011 — 2013
De Anza College 2010 — 2011
Monta Vista High School 2007 — 2011
High School Diploma
Annette James 79 James Annette James 79 James's Morgan Stanley Wealth Management Experience January 2011 - August 2012
Job Executive Assistant Research Specialist
Industry Investment Banking
Experience
UCLA School of Nursing September 2013 - November 2014
Morgan Stanley Wealth Management January 2011 - August 2012
Westfield January 2011 - March 2011
Credit Suisse Founder Securities Ltd May 2010 - January 2011
Education
California State University-Northridge 2011 — 2013
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities, 3.02
California State University-Northridge 2011 — 2013
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
UCLA School of Nursing September 2013 - November 2014
Morgan Stanley Wealth Management January 2011 - August 2012
Westfield January 2011 - March 2011
Credit Suisse Founder Securities Ltd May 2010 - January 2011
Education
California State University-Northridge 2011 — 2013
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities, 3.02
California State University-Northridge 2011 — 2013
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Brad Sullivan, CFP®'s Morgan Stanley Wealth Management Experience December 2007 - July 2013
Job Sr. Vice President Sullivan Wealth Management Group Beverly Hills Wealth Management
Industry Financial Services
Experience
Sullivan Wealth Management Group July 2013 - Present
Beverly Hills Wealth Management July 2013 - Present
Morgan Stanley Wealth Management December 2007 - July 2013
The Sullivan Group March 2006 - December 2007
MetLife Investors February 2004 - March 2006
PIMCO February 2003 - February 2004
Barclays Global Investors May 2001 - February 2003
Wells Fargo Bank 2000 - 2000
Skills
Investment Management, Retirement Planning, Retirement Income..., Investments, Strategic Financial..., Portfolio Management, Insurance, Banking, Mutual Funds, Asset Managment, Pensions, Cash Management, Series 7, Wealth Management, Asset Allocation, Alternative Investments, Financial Advisory, Investment Advisory, Fixed Income, Series 63, Investment Strategies, Certified Financial..., Retirement Plan..., Fixed Annuities, Variable Annuities, Charitable Gift Planning, Life Insurance, Long Term Care Insurance, Equities, Financial Services, Long-term Care, Wealth Management..., ETFs, Securities, 401k, Series 6, Hedge Funds, High Net Worth..., Separately Managed..., 401k Rollovers, IRAs, Corporate Finance, Financial Planners, Wealth, Capital Markets, Estate Planning, Bonds, Personal Financial..., Treasury Management, Retirement
Education
University of California, Irvine 2004 — 2006
PFP, Personal Financial Planning
California State University-Chico 1996 — 2001
BS, Business & Finance
University of Reading 2000 — 2000
International Business & Economics
Sullivan Wealth Management Group July 2013 - Present
Beverly Hills Wealth Management July 2013 - Present
Morgan Stanley Wealth Management December 2007 - July 2013
The Sullivan Group March 2006 - December 2007
MetLife Investors February 2004 - March 2006
PIMCO February 2003 - February 2004
Barclays Global Investors May 2001 - February 2003
Wells Fargo Bank 2000 - 2000
Skills
Investment Management, Retirement Planning, Retirement Income..., Investments, Strategic Financial..., Portfolio Management, Insurance, Banking, Mutual Funds, Asset Managment, Pensions, Cash Management, Series 7, Wealth Management, Asset Allocation, Alternative Investments, Financial Advisory, Investment Advisory, Fixed Income, Series 63, Investment Strategies, Certified Financial..., Retirement Plan..., Fixed Annuities, Variable Annuities, Charitable Gift Planning, Life Insurance, Long Term Care Insurance, Equities, Financial Services, Long-term Care, Wealth Management..., ETFs, Securities, 401k, Series 6, Hedge Funds, High Net Worth..., Separately Managed..., 401k Rollovers, IRAs, Corporate Finance, Financial Planners, Wealth, Capital Markets, Estate Planning, Bonds, Personal Financial..., Treasury Management, Retirement
Education
University of California, Irvine 2004 — 2006
PFP, Personal Financial Planning
California State University-Chico 1996 — 2001
BS, Business & Finance
University of Reading 2000 — 2000
International Business & Economics
Nintyeightdegreesofh Scott Nintyeightdegreesofh Scott's Morgan Stanley Wealth Management Experience October 2007 - Present
Job RSS Operations at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2007 - Present
Mortgage Equity Lenders August 2002 - October 2007
The CIT Group 2005 - 2007
Skills
Residential Mortgages, Real Estate, Customer Service, Investments, Wealth Management, Equities, Securities, Banking
Education
Carroll Community College 2005 — 2005
Loan Orgination, Mortgage Processing
Northwestern Senior High 1986 — 1989
High School Diploma, Business/Commerce, General
Morgan Stanley Wealth Management October 2007 - Present
Mortgage Equity Lenders August 2002 - October 2007
The CIT Group 2005 - 2007
Skills
Residential Mortgages, Real Estate, Customer Service, Investments, Wealth Management, Equities, Securities, Banking
Education
Carroll Community College 2005 — 2005
Loan Orgination, Mortgage Processing
Northwestern Senior High 1986 — 1989
High School Diploma, Business/Commerce, General
Debbie Feest Debbie Feest's Morgan Stanley Wealth Management Experience September 2008 - April 2015
Job Founder at The Kiah Foundation
Industry Nonprofit Organization Management
Experience
The Kiah Foundation October 2013 - Present
Morgan Stanley Wealth Management September 2008 - April 2015
Morgan Stanley 2008 - 2014
Kovack Securities 2006 - 2008
Brimmer Financial, National Securities 1993 - 2006
Skills
Financial Services, Portfolio Management, Customer Service, Series 7, Series 63, Problem Solving, Series 65, Mutual Funds, Series 24, Commodity Licensed, Real Estate License, Non-profit Development, Non-profit Leadership, Marketing, Financial Planning, Sales, Management
Education
Cape Cod Community College
Associate’s Degree, Business Administration and Management, General
The Kiah Foundation October 2013 - Present
Morgan Stanley Wealth Management September 2008 - April 2015
Morgan Stanley 2008 - 2014
Kovack Securities 2006 - 2008
Brimmer Financial, National Securities 1993 - 2006
Skills
Financial Services, Portfolio Management, Customer Service, Series 7, Series 63, Problem Solving, Series 65, Mutual Funds, Series 24, Commodity Licensed, Real Estate License, Non-profit Development, Non-profit Leadership, Marketing, Financial Planning, Sales, Management
Education
Cape Cod Community College
Associate’s Degree, Business Administration and Management, General
Winston Hill Winston Hill's Morgan Stanley Wealth Management Experience May 2013 - June 2014
Job Branch Office Administrator at Edward Jones
Industry Internet
Experience
Edward Jones January 2015 - Present
Macy's November 2014 - January 2015
Morgan Stanley Wealth Management May 2013 - June 2014
Jackson Hewitt January 2013 - April 2013
PropertyRoom.com February 2012 - November 2012
Nordstrom October 2007 - March 2009
Target October 2005 - September 2007
Walmart June 2003 - September 2005
Skills
Investment Advisory, Investment Strategies, Financial Analysis, Financial Markets, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Data Entry, Outlook, Retail
Education
University of California, Riverside 2010 — 2011
Bachelor's degree, Business Economics, 3.0
Cerritos College 2007 — 2009
Cal Poly Pomona 2003 — 2006
Edward Jones January 2015 - Present
Macy's November 2014 - January 2015
Morgan Stanley Wealth Management May 2013 - June 2014
Jackson Hewitt January 2013 - April 2013
PropertyRoom.com February 2012 - November 2012
Nordstrom October 2007 - March 2009
Target October 2005 - September 2007
Walmart June 2003 - September 2005
Skills
Investment Advisory, Investment Strategies, Financial Analysis, Financial Markets, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Data Entry, Outlook, Retail
Education
University of California, Riverside 2010 — 2011
Bachelor's degree, Business Economics, 3.0
Cerritos College 2007 — 2009
Cal Poly Pomona 2003 — 2006
Jaison Medina's Morgan Stanley Wealth Management Experience 2012 - Present
Job Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2012 - Present
Citi Smith Barney October 2008 - July 2012
United Building Maintenance Group, Inc. March 2008 - October 2008
Skills
Equities, Fixed Income, Account Reconciliation, Middle Office, Mutual Funds, Bloomberg, Options, Equity Trading, Settlement, Asset Allocation, Back Office, Bloomberg Terminal, Hedge Funds, Derivatives, Series 99, Customer Satisfaction, Wealth Management, Investments, Asset Management, Financial Services, DTC, Microsoft Office, Municipal Bonds, Bilingual-English/Spanis..., FINRA, Straight Through..., FICC
Education
University of Phoenix 2010 — 2013
Bachelor of Science (B.S.), Business/Finance
Axia College 2008 — 2010
Associate of Arts (A.A.) Financial Services
City University of New York City College 2005 — 2007
Mechanical Engineering
Morgan Stanley Wealth Management 2012 - Present
Citi Smith Barney October 2008 - July 2012
United Building Maintenance Group, Inc. March 2008 - October 2008
Skills
Equities, Fixed Income, Account Reconciliation, Middle Office, Mutual Funds, Bloomberg, Options, Equity Trading, Settlement, Asset Allocation, Back Office, Bloomberg Terminal, Hedge Funds, Derivatives, Series 99, Customer Satisfaction, Wealth Management, Investments, Asset Management, Financial Services, DTC, Microsoft Office, Municipal Bonds, Bilingual-English/Spanis..., FINRA, Straight Through..., FICC
Education
University of Phoenix 2010 — 2013
Bachelor of Science (B.S.), Business/Finance
Axia College 2008 — 2010
Associate of Arts (A.A.) Financial Services
City University of New York City College 2005 — 2007
Mechanical Engineering
Aureliana Lopes Monteiro's Morgan Stanley Wealth Management Experience April 2013 - Present
Job Morgan Stanley Registered Client Service Associate
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2013 - Present
JPMorgan Chase October 2009 - April 2013
In-N-Out Burger October 2001 - December 2011
Governor's Office December 2008 - March 2009
Skills
Customer Service, Computers, Operations Management, Sales Management, Cash Management, Job Coaching, Business Analysis, Retail Banking, Fast Paced Environment, High Organizational..., Communication Skills, Motivation, Teamwork, Dedication to..., Risk Management, Leadership, Banking, Finance, Customer Experience, Training, Microsoft Excel, Microsoft Word, Outlook, Coaching, Financial Analysis, Team Leadership, Data Analysis, Time Management, Credit, Customer Satisfaction
Education
CSU Sacramento 2005 — 2008
Bachelor of Science (B.S.), Finance; Marketing
Davis Senior high School 2000 — 2003
High School Dipolma
Morgan Stanley Wealth Management April 2013 - Present
JPMorgan Chase October 2009 - April 2013
In-N-Out Burger October 2001 - December 2011
Governor's Office December 2008 - March 2009
Skills
Customer Service, Computers, Operations Management, Sales Management, Cash Management, Job Coaching, Business Analysis, Retail Banking, Fast Paced Environment, High Organizational..., Communication Skills, Motivation, Teamwork, Dedication to..., Risk Management, Leadership, Banking, Finance, Customer Experience, Training, Microsoft Excel, Microsoft Word, Outlook, Coaching, Financial Analysis, Team Leadership, Data Analysis, Time Management, Credit, Customer Satisfaction
Education
CSU Sacramento 2005 — 2008
Bachelor of Science (B.S.), Finance; Marketing
Davis Senior high School 2000 — 2003
High School Dipolma
Jason Mininger Jason Mininger's Morgan Stanley Wealth Management Experience November 1993 - July 2009
Job
Industry Financial Services
Experience
Mininger Asset Management December 2012 - Present
Wedbush Securities July 2009 - October 2012
Morgan Stanley Wealth Management November 1993 - July 2009
Skills
Budgets, Strategic Planning, Equity Research, Equities, Equity Derivatives, Fixed Income Analysis, Fixed Income, Currency, Currency Futures, Commodity Risk..., Technical Analysis, Derivatives, Derivatives Trading, Hedging, Interest Rate Hedging, FX Hedging, Global Macro, Securities, Alternative Investments, Asset Allocation
Education
California State University-Sacramento 1987 — 1991
Bachelor of Arts (B.A.), Political Science and Government
Mininger Asset Management December 2012 - Present
Wedbush Securities July 2009 - October 2012
Morgan Stanley Wealth Management November 1993 - July 2009
Skills
Budgets, Strategic Planning, Equity Research, Equities, Equity Derivatives, Fixed Income Analysis, Fixed Income, Currency, Currency Futures, Commodity Risk..., Technical Analysis, Derivatives, Derivatives Trading, Hedging, Interest Rate Hedging, FX Hedging, Global Macro, Securities, Alternative Investments, Asset Allocation
Education
California State University-Sacramento 1987 — 1991
Bachelor of Arts (B.A.), Political Science and Government
David Goller David Goller's Morgan Stanley Wealth Management Experience June 2008 - Present
Job Employee at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2008 - Present
Morgan Stanley Wealth Management June 2008 - Present
Merrill Lynch September 2006 - February 2008
US Wealth Management July 2005 - August 2006
Partnervest Financial Group January 2003 - April 2005
Finestone & Associates LLC May 1996 - December 2002
Sutro & Co May 1994 - May 1996
Merrill Lynch May 1988 - February 1994
Skills
Series 7, Series 63, Wealth Management, Mutual Funds, Retirement Planning, ETFs, Morningstar, Alternative Investments, Asset Allocation, Options, Investments, Fixed Income, Asset Management, Equities, Portfolio Management, Securities
Education
UCLA 2001 — 2003
Certificate, Business and Personal Financial Planning
California State University-Northridge 1985 — 1987
Bachelor of Arts (B.A.), Radio and Television
Morgan Stanley Wealth Management June 2008 - Present
Morgan Stanley Wealth Management June 2008 - Present
Merrill Lynch September 2006 - February 2008
US Wealth Management July 2005 - August 2006
Partnervest Financial Group January 2003 - April 2005
Finestone & Associates LLC May 1996 - December 2002
Sutro & Co May 1994 - May 1996
Merrill Lynch May 1988 - February 1994
Skills
Series 7, Series 63, Wealth Management, Mutual Funds, Retirement Planning, ETFs, Morningstar, Alternative Investments, Asset Allocation, Options, Investments, Fixed Income, Asset Management, Equities, Portfolio Management, Securities
Education
UCLA 2001 — 2003
Certificate, Business and Personal Financial Planning
California State University-Northridge 1985 — 1987
Bachelor of Arts (B.A.), Radio and Television
Traci Bilas Traci Bilas's Morgan Stanley Wealth Management Experience July 2000 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2000 - Present
Education
California State University-East Bay
BS, Advertising
Morgan Stanley Wealth Management July 2000 - Present
Education
California State University-East Bay
BS, Advertising
Leo Pimentel Leo Pimentel's Morgan Stanley Wealth Management Experience November 2013 - November 2014
Job CEO and CTO at Lotus Research
Industry Financial Services
Experience
Lotus Research, Inc. October 2014 - Present
Morgan Stanley Wealth Management November 2013 - November 2014
Lotus Research, LLC. January 2012 - July 2014
I.D. Systems, Inc. February 2011 - April 2012
I.D. Systems, Inc. January 2008 - March 2011
I.D. Systems, Inc. March 2003 - March 2008
I.D. Systems, Inc. January 1998 - January 2003
Lawrence Livermore National Laboratory July 1997 - December 1997
IBM April 1996 - September 1996
Siemens Healthcare September 1994 - March 1995
Skills
Start-ups, Entrepreneurship, Strategy, Wireless, IT Strategy, Telecommunications, Executive Management, Product Development, Product Management, Strategic Partnerships, R&D, Analytics, Business Strategy, Leadership, Negotiation, Mobile Devices, Venture Capital, Go-to-market Strategy, Financial Modeling, Mobile Applications, Management, Data Mining, Disruptive Technologies, Software Development, Finance, Biotechnology, Cloud Computing, SaaS, New Venture Development, Embedded Systems, Knowledge Management, Cross-functional Team..., Enterprise Architecture, Intellectual Property, Patents, RFID+, Integration, Enterprise Software, Data Science, Intellectual Property..., Mergers, Computational Modeling, Financial Engineering, DCF Valuation, Options, Venture Financing, Option Pricing Models, Investments, Investment Management, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2010 — 2013
Executive Master in Technology Management, Business Administration and Management, Innovation
University of Pennsylvania 2010 — 2013
Executive Masters in Technology Management, Business Administration and Management, General
California Polytechnic State University-San Luis Obispo 1997 — 1998
MS Thesis, Wireless and Optical Network Engineering
California Polytechnic State University-San Luis Obispo 1990 — 1997
BS, Electrical Engineering
Lotus Research, Inc. October 2014 - Present
Morgan Stanley Wealth Management November 2013 - November 2014
Lotus Research, LLC. January 2012 - July 2014
I.D. Systems, Inc. February 2011 - April 2012
I.D. Systems, Inc. January 2008 - March 2011
I.D. Systems, Inc. March 2003 - March 2008
I.D. Systems, Inc. January 1998 - January 2003
Lawrence Livermore National Laboratory July 1997 - December 1997
IBM April 1996 - September 1996
Siemens Healthcare September 1994 - March 1995
Skills
Start-ups, Entrepreneurship, Strategy, Wireless, IT Strategy, Telecommunications, Executive Management, Product Development, Product Management, Strategic Partnerships, R&D, Analytics, Business Strategy, Leadership, Negotiation, Mobile Devices, Venture Capital, Go-to-market Strategy, Financial Modeling, Mobile Applications, Management, Data Mining, Disruptive Technologies, Software Development, Finance, Biotechnology, Cloud Computing, SaaS, New Venture Development, Embedded Systems, Knowledge Management, Cross-functional Team..., Enterprise Architecture, Intellectual Property, Patents, RFID+, Integration, Enterprise Software, Data Science, Intellectual Property..., Mergers, Computational Modeling, Financial Engineering, DCF Valuation, Options, Venture Financing, Option Pricing Models, Investments, Investment Management, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2010 — 2013
Executive Master in Technology Management, Business Administration and Management, Innovation
University of Pennsylvania 2010 — 2013
Executive Masters in Technology Management, Business Administration and Management, General
California Polytechnic State University-San Luis Obispo 1997 — 1998
MS Thesis, Wireless and Optical Network Engineering
California Polytechnic State University-San Luis Obispo 1990 — 1997
BS, Electrical Engineering
Scott Cunningham, CIMA® Scott Cunningham, CIMA®'s Morgan Stanley Wealth Management Experience October 1994 - May 2011
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2011 - Present
Morgan Stanley Wealth Management October 1994 - May 2011
Hercules Aerospace 1990 - 1994
Skills
Retirement Planning, Investments, Financial Advisory, Investment Strategies, Mutual Funds, Securities, Retirement, Financial Services, Alternative Investments, 401k Rollovers, Insurance, Retirment Plan..., Insurance Planning, Deferred Compensation..., Multi-Generational..., Stock Analysis
Education
California State University-Sacramento 1984 — 1989
Bachelor of Science (B.S.), Mechanical Engineering
Ygnacio Valley High School 1976 — 1978
Moline High School 1975 — 1978
Wells Fargo Advisors, LLC May 2011 - Present
Morgan Stanley Wealth Management October 1994 - May 2011
Hercules Aerospace 1990 - 1994
Skills
Retirement Planning, Investments, Financial Advisory, Investment Strategies, Mutual Funds, Securities, Retirement, Financial Services, Alternative Investments, 401k Rollovers, Insurance, Retirment Plan..., Insurance Planning, Deferred Compensation..., Multi-Generational..., Stock Analysis
Education
California State University-Sacramento 1984 — 1989
Bachelor of Science (B.S.), Mechanical Engineering
Ygnacio Valley High School 1976 — 1978
Moline High School 1975 — 1978
Terry Williams Terry Williams's Morgan Stanley Wealth Management Experience August 2010 - Present
Job Vice President at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley Wealth Management August 2010 - Present
Cohen & Steers August 2007 - September 2010
UBS March 2006 - July 2007
Diversified Investment Advisors May 2005 - November 2005
Bunge Ltd. May 2001 - January 2005
Wechsler Ross & Partners October 2000 - May 2001
Institutional Investor Newsletters October 1999 - May 2000
Pensions & Investments October 1989 - September 1999
Worcester Telegram & Gazette September 1984 - September 1989
Education
Columbia University - Graduate School of Journalism 1998 — 1999
Knight-Bagehot Fellowship, Economics and Business Journalism
City University of New York City College 1979 — 1984
B.A., Economics
Brooklyn Technical High School
Morgan Stanley Wealth Management August 2010 - Present
Cohen & Steers August 2007 - September 2010
UBS March 2006 - July 2007
Diversified Investment Advisors May 2005 - November 2005
Bunge Ltd. May 2001 - January 2005
Wechsler Ross & Partners October 2000 - May 2001
Institutional Investor Newsletters October 1999 - May 2000
Pensions & Investments October 1989 - September 1999
Worcester Telegram & Gazette September 1984 - September 1989
Education
Columbia University - Graduate School of Journalism 1998 — 1999
Knight-Bagehot Fellowship, Economics and Business Journalism
City University of New York City College 1979 — 1984
B.A., Economics
Brooklyn Technical High School
Sam Whatley Sam Whatley's Morgan Stanley Wealth Management Experience June 2009 - December 2014
Job VP, Business Analysis & Reporting Manager in Global Compliance Operations at JPMorgan Chase & Co.
Industry Banking
Experience
Morgan Stanley Wealth Management June 2009 - December 2014
Citi January 2006 - June 2009
Citi January 2004 - December 2005
Citi January 2003 - December 2003
Citi April 2002 - December 2002
Citi July 2000 - March 2002
Skills
Wealth Management, Banking, Investment Advisory, Separately Managed..., Unified Managed Accounts, Alternative Investments, Fixed Income, Capital Markets, Portfolio Management, Loans, Credit, Investment Banking, Series 99, FINRA, Securities, Equities, Mutual Funds, Institutional, ADRs, Global Custody, Asset Allocation, ETFs, Hedge Funds, Asset Management, Investment Strategies, Financial Services, Risk Management, Investments, Management, Finance, Financial Risk, Derivatives, Strategy
Education
City University of New York City College 1996 — 2000
Bachelor's Degree
Morgan Stanley Wealth Management June 2009 - December 2014
Citi January 2006 - June 2009
Citi January 2004 - December 2005
Citi January 2003 - December 2003
Citi April 2002 - December 2002
Citi July 2000 - March 2002
Skills
Wealth Management, Banking, Investment Advisory, Separately Managed..., Unified Managed Accounts, Alternative Investments, Fixed Income, Capital Markets, Portfolio Management, Loans, Credit, Investment Banking, Series 99, FINRA, Securities, Equities, Mutual Funds, Institutional, ADRs, Global Custody, Asset Allocation, ETFs, Hedge Funds, Asset Management, Investment Strategies, Financial Services, Risk Management, Investments, Management, Finance, Financial Risk, Derivatives, Strategy
Education
City University of New York City College 1996 — 2000
Bachelor's Degree
Jason J. Cooper Jason J. Cooper's Morgan Stanley Wealth Management Experience May 2013 - May 2014
Job Licensed Real Estate Agent at Miron Properties
Industry Financial Services
Experience
Miron Properties June 2014 - Present
Kforce Inc 2015 - 2015
Morgan Stanley Wealth Management May 2013 - May 2014
NYPH September 2006 - May 2013
Fogel Neale Partners LLC May 2011 - February 2012
Skills
Microsoft Excel, Financial Modeling, Research, Financial Analysis, PowerPoint, Insurance, Microsoft Office, Economics, Equities, Outlook, Analysis, Valuation, Microsoft Word, Bloomberg, SQL, Microsoft SQL Server
Education
City University of New York City College 2009 — 2012
Bachelor's degree, Economics
Miron Properties June 2014 - Present
Kforce Inc 2015 - 2015
Morgan Stanley Wealth Management May 2013 - May 2014
NYPH September 2006 - May 2013
Fogel Neale Partners LLC May 2011 - February 2012
Skills
Microsoft Excel, Financial Modeling, Research, Financial Analysis, PowerPoint, Insurance, Microsoft Office, Economics, Equities, Outlook, Analysis, Valuation, Microsoft Word, Bloomberg, SQL, Microsoft SQL Server
Education
City University of New York City College 2009 — 2012
Bachelor's degree, Economics
Andre Pierre Russell Andre Pierre Russell's Morgan Stanley Wealth Management Experience January 2011 - October 2012
Job HR/HCM SAP Implementation Analyst
Industry Financial Services
Experience
The Training Associates January 2011 - Present
Corporate Learning Resources, Inc January 2009 - Present
National Grid January 2013 - April 2013
University of Phoenix 2013 - 2013
Morgan Stanley January 2011 - October 2012
Morgan Stanley Wealth Management January 2011 - October 2012
Verizon Wireless January 2010 - January 2011
Corporate Learning Resources, Inc January 2002 - January 2011
Bank of New York January 2001 - January 2002
Mellon Investor Services January 1998 - January 2001
Skills
SAP, Captivate, Team Leadership, Data Analysis, Problem Solving, Microsoft Office, Teacher Training, Languages, Training, Documentaries, Customer Service, Recruiting, Quality Assurance, Social Networking, User Experience, Educational Instruction, Coaching, Microsoft Word, PowerPoint, Needs Analysis, SharePoint, Software Documentation, Management, Instructor-led Training, Team Building, Human Resources, E-Learning, Employee Training, Training Delivery, Program Management, Leadership Development, Call Centers, Analysis, Organizational..., Technical Writing, Visio, Instructional Design, Performance Management, Troubleshooting, Change Management, Leadership, Hands-on Training, Performance Improvement, CRM, Learning Management..., Learning Management, Organizational..., Project Management, Technical Training, Process Improvement
Education
14 Holy Martyrs
Hunter College
Duchess Community College
Political Science
Dutchess Community College 1978 — 1980
New York Technical College
Electromechanical Technology/Electromechanical Engineering Technology
The Training Associates January 2011 - Present
Corporate Learning Resources, Inc January 2009 - Present
National Grid January 2013 - April 2013
University of Phoenix 2013 - 2013
Morgan Stanley January 2011 - October 2012
Morgan Stanley Wealth Management January 2011 - October 2012
Verizon Wireless January 2010 - January 2011
Corporate Learning Resources, Inc January 2002 - January 2011
Bank of New York January 2001 - January 2002
Mellon Investor Services January 1998 - January 2001
Skills
SAP, Captivate, Team Leadership, Data Analysis, Problem Solving, Microsoft Office, Teacher Training, Languages, Training, Documentaries, Customer Service, Recruiting, Quality Assurance, Social Networking, User Experience, Educational Instruction, Coaching, Microsoft Word, PowerPoint, Needs Analysis, SharePoint, Software Documentation, Management, Instructor-led Training, Team Building, Human Resources, E-Learning, Employee Training, Training Delivery, Program Management, Leadership Development, Call Centers, Analysis, Organizational..., Technical Writing, Visio, Instructional Design, Performance Management, Troubleshooting, Change Management, Leadership, Hands-on Training, Performance Improvement, CRM, Learning Management..., Learning Management, Organizational..., Project Management, Technical Training, Process Improvement
Education
14 Holy Martyrs
Hunter College
Duchess Community College
Political Science
Dutchess Community College 1978 — 1980
New York Technical College
Electromechanical Technology/Electromechanical Engineering Technology
Kelly Filippone Kelly Filippone's Morgan Stanley Wealth Management Experience May 2007 - August 2007
Job Digital Manager at Caneel Bay Resort
Industry Marketing and Advertising
Experience
Caneel Bay Resort November 2013 - Present
Monte Carlo SBM- Société des Bains de Mer October 2009 - November 2013
Starwood Hotels & Resorts Worldwide, Inc. April 2009 - September 2009
Inside Sports & Entertainment Group June 2008 - April 2009
Morgan Stanley Wealth Management May 2007 - August 2007
EMI Music January 2007 - April 2007
National Football Foundation September 2005 - January 2007
Skills
Social Media, Event Management, Event Planning, Public Relations, PowerPoint, Microsoft Word, Social Media Marketing, Social Networking, Microsoft Office, Marketing Communications, Microsoft Excel, Sales, Client Relations Skills, Client Liaison, Marketing Strategy, Digital Marketing, Destination Marketing, Marketing, Online Marketing, Hospitality, Email Marketing
Education
Drew University 2003 — 2007
Bachelor's degree, History Major, Studio Art Minor
City University London 2006 — 2006
Watchung Hills
Caneel Bay Resort November 2013 - Present
Monte Carlo SBM- Société des Bains de Mer October 2009 - November 2013
Starwood Hotels & Resorts Worldwide, Inc. April 2009 - September 2009
Inside Sports & Entertainment Group June 2008 - April 2009
Morgan Stanley Wealth Management May 2007 - August 2007
EMI Music January 2007 - April 2007
National Football Foundation September 2005 - January 2007
Skills
Social Media, Event Management, Event Planning, Public Relations, PowerPoint, Microsoft Word, Social Media Marketing, Social Networking, Microsoft Office, Marketing Communications, Microsoft Excel, Sales, Client Relations Skills, Client Liaison, Marketing Strategy, Digital Marketing, Destination Marketing, Marketing, Online Marketing, Hospitality, Email Marketing
Education
Drew University 2003 — 2007
Bachelor's degree, History Major, Studio Art Minor
City University London 2006 — 2006
Watchung Hills
Kristen Ansted Kristen Ansted's Morgan Stanley Wealth Management Experience October 2005 - Present
Job First Vice President, Sr. Complex Risk Officer Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2005 - Present
Charles Schwab 1991 - 2005
Skills
Securities, Series 7, Series 63, FINRA, Series 65, Commodity, Equities
Education
California State University-Fresno
Bachelor of Business Administration (B.B.A.)
Morgan Stanley Wealth Management October 2005 - Present
Charles Schwab 1991 - 2005
Skills
Securities, Series 7, Series 63, FINRA, Series 65, Commodity, Equities
Education
California State University-Fresno
Bachelor of Business Administration (B.B.A.)
Ronald Sanders Ronald Sanders's Morgan Stanley Wealth Management Experience February 2010 - Present
Job Relationship Manager at Morgan Stanley Wealth Management
Industry Capital Markets
Experience
Morgan Stanley Wealth Management February 2010 - Present
Streamline Consulting Inc. December 2005 - Present
Murphy's Board and Care Inc. May 2002 - December 2005
Skills
Strategic Planning, Team Building, Risk Management, Mergers, Investments, Project Management, Equities, Change Management, Research, Public Speaking, Budgets, Management, Organizational..., Asset Managment, Sales, Leadership Development, Business Strategy, Microsoft Excel, Business Development, Securities, Analysis, Financial Analysis, Strategy, Mergers, Social Networking, Social Media, Leadership, Marketing Strategy, Entrepreneurship, Microsoft Office, Team Leadership, Marketing, Program Management, Account Management, Recruiting, Sales Management, Business Planning, Management Consulting, Nonprofits, Process Improvement
Education
University of California, Irvine 2014 — 2017
Doctor of Philosophy (PhD), Business/Managerial Economics
California State University-Long Beach 2012 — 2014
Master of Arts (M.A.), Mathematical Economics and Economic theory
Defense Language Institute, Monterey Ca. 1997 — 1999
Advanced, Persian-Farsi
California State University-Monterey Bay
B.A., Psychology
Morgan Stanley Wealth Management February 2010 - Present
Streamline Consulting Inc. December 2005 - Present
Murphy's Board and Care Inc. May 2002 - December 2005
Skills
Strategic Planning, Team Building, Risk Management, Mergers, Investments, Project Management, Equities, Change Management, Research, Public Speaking, Budgets, Management, Organizational..., Asset Managment, Sales, Leadership Development, Business Strategy, Microsoft Excel, Business Development, Securities, Analysis, Financial Analysis, Strategy, Mergers, Social Networking, Social Media, Leadership, Marketing Strategy, Entrepreneurship, Microsoft Office, Team Leadership, Marketing, Program Management, Account Management, Recruiting, Sales Management, Business Planning, Management Consulting, Nonprofits, Process Improvement
Education
University of California, Irvine 2014 — 2017
Doctor of Philosophy (PhD), Business/Managerial Economics
California State University-Long Beach 2012 — 2014
Master of Arts (M.A.), Mathematical Economics and Economic theory
Defense Language Institute, Monterey Ca. 1997 — 1999
Advanced, Persian-Farsi
California State University-Monterey Bay
B.A., Psychology
Howard Silfen Howard Silfen's Morgan Stanley Wealth Management Experience July 2010 - April 2011
Job TRADER / FINANCIAL ADVISOR
Industry Financial Services
Experience
Transcend Capital January 2015 - Present
Transcend Capital 2014 - 2015
Transcend Capital 2014 - 2015
Transcend Capital 2014 - 2015
Oppenheimer & Co. March 2012 - July 2013
Morgan Stanley Wealth Management July 2010 - April 2011
Dain Bosworth 1997 - 1999
Merrill Lynch February 1983 - February 1987
Skills
Series 63, Equity Trading, Equities, Asset Management, Electronic Trading, Trading Systems, Capital Markets, Institutional, Asset Allocation, Stocks, Series 24, Wealth Management, Risk Management, Mutual Funds, Bonds, Fixed Income, Financial Markets, Financial Planning, Proprietary Trading, Stock Picking, Asset, Investments, Asset Managment, Dark Pools, Algos, Block Trading, Institutional Accounts, Total Return, Fixed Income Portfolio..., Bond Funds, Tactical Asset..., Global Tactical Asset..., Alternative Investment..., Fixed Income Strategies, FINRA, Finance, Investment Strategies, Market Making, Portfolio Management, Alternative Investments, series 7 24 55 63 66..., Trading Strategies, Bloomberg, Securities, Series 7, Hedge Funds, Trading, Equity Research, Investment Management
Education
California State University-Long Beach - College of Business Administration 1976 — 1979
BS Finance, Finance, Economics
Transcend Capital January 2015 - Present
Transcend Capital 2014 - 2015
Transcend Capital 2014 - 2015
Transcend Capital 2014 - 2015
Oppenheimer & Co. March 2012 - July 2013
Morgan Stanley Wealth Management July 2010 - April 2011
Dain Bosworth 1997 - 1999
Merrill Lynch February 1983 - February 1987
Skills
Series 63, Equity Trading, Equities, Asset Management, Electronic Trading, Trading Systems, Capital Markets, Institutional, Asset Allocation, Stocks, Series 24, Wealth Management, Risk Management, Mutual Funds, Bonds, Fixed Income, Financial Markets, Financial Planning, Proprietary Trading, Stock Picking, Asset, Investments, Asset Managment, Dark Pools, Algos, Block Trading, Institutional Accounts, Total Return, Fixed Income Portfolio..., Bond Funds, Tactical Asset..., Global Tactical Asset..., Alternative Investment..., Fixed Income Strategies, FINRA, Finance, Investment Strategies, Market Making, Portfolio Management, Alternative Investments, series 7 24 55 63 66..., Trading Strategies, Bloomberg, Securities, Series 7, Hedge Funds, Trading, Equity Research, Investment Management
Education
California State University-Long Beach - College of Business Administration 1976 — 1979
BS Finance, Finance, Economics
David Mohammed, MA-Economics David Mohammed, MA-Economics's Morgan Stanley Wealth Management Experience 1998 - 2007
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2007 - Present
Wells Fargo 2014 - 2014
Wells Fargo 2014 - 2014
Wells Fargo 2014 - 2014
Wells Fargo 2014 - 2014
Morgan Stanley Smith Barney October 1998 - September 2007
Morgan Stanley Wealth Management 1998 - 2007
Skills
Wealth Management, Mutual Funds, Investments, Retirement Planning, Alternative Investments, Financial Advisory, Securities, Asset Allocation, Fixed Annuities, Investment Strategies, Series 63, Financial Planners, Asset Management, 401k, Fixed Income, Strategic Financial..., Uniform Combined State..., Portfolio Management, Investment Advisory, IRAs, Retirement, Series 7
Education
New York University
MSc. Global Affairs
City University of New York City College
MA
Wells Fargo Advisors, LLC September 2007 - Present
Wells Fargo 2014 - 2014
Wells Fargo 2014 - 2014
Wells Fargo 2014 - 2014
Wells Fargo 2014 - 2014
Morgan Stanley Smith Barney October 1998 - September 2007
Morgan Stanley Wealth Management 1998 - 2007
Skills
Wealth Management, Mutual Funds, Investments, Retirement Planning, Alternative Investments, Financial Advisory, Securities, Asset Allocation, Fixed Annuities, Investment Strategies, Series 63, Financial Planners, Asset Management, 401k, Fixed Income, Strategic Financial..., Uniform Combined State..., Portfolio Management, Investment Advisory, IRAs, Retirement, Series 7
Education
New York University
MSc. Global Affairs
City University of New York City College
MA
MaryEllen Keenan MaryEllen Keenan's Morgan Stanley Wealth Management Experience January 2013 - Present
Job Manager, PwC Financial Services Advisory Practice
Industry Financial Services
Experience
PricewaterhouseCoopers - Adviosry, Customer Experience/CRM January 2014 - Present
Morgan Stanley Wealth Management January 2013 - Present
Allied World Assurance Company September 2009 - June 2013
Marks Paneth & Shron LLP October 2008 - August 2009
UBS Global Asset Management November 2006 - October 2008
AXA Equitable 1998 - 2006
AXA Equitable Life Insurance Company 1998 - 2006
Skills
CRM, Finance, Salesforce.com, Project Management, Vendor Management, Program Management, Metrics Reporting, Business Process Design, Business Analysis
Education
City University of New York-Brooklyn College
BS, Health Science
PricewaterhouseCoopers - Adviosry, Customer Experience/CRM January 2014 - Present
Morgan Stanley Wealth Management January 2013 - Present
Allied World Assurance Company September 2009 - June 2013
Marks Paneth & Shron LLP October 2008 - August 2009
UBS Global Asset Management November 2006 - October 2008
AXA Equitable 1998 - 2006
AXA Equitable Life Insurance Company 1998 - 2006
Skills
CRM, Finance, Salesforce.com, Project Management, Vendor Management, Program Management, Metrics Reporting, Business Process Design, Business Analysis
Education
City University of New York-Brooklyn College
BS, Health Science
Pam Soekland Pam Soekland's Morgan Stanley Wealth Management Experience January 2006 - Present
Job Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management January 2006 - Present
connections of sonoma county 2006 - 2009
Agilent Technologies 1983 - 2004
Hewlett-Packard 1983 - 1999
Skills
Management, Cross-functional Team..., Leadership, Project Planning, Six Sigma, Process Improvement, Supply Chain Management, Strategic Planning
Education
California State University-Chico 1979 — 1983
Bachelor of Science, Business Management
smith barney training
Morgan Stanley Wealth Management January 2006 - Present
connections of sonoma county 2006 - 2009
Agilent Technologies 1983 - 2004
Hewlett-Packard 1983 - 1999
Skills
Management, Cross-functional Team..., Leadership, Project Planning, Six Sigma, Process Improvement, Supply Chain Management, Strategic Planning
Education
California State University-Chico 1979 — 1983
Bachelor of Science, Business Management
smith barney training
Thomas (T.J.) McGee Jr. Thomas (T.J.) McGee Jr.'s Morgan Stanley Wealth Management Experience May 2014 - August 2014
Job Student at Campbell University
Industry Financial Services
Experience
Regions Financial Corporation May 2015 - July 2015
Morgan Stanley Wealth Management May 2014 - August 2014
Campbell University May 2013 - July 2013
Southeastern Trust School June 2013 - June 2013
Skills
Microsoft Office, Teamwork, Facebook, Social Networking, Leadership, Sports, Social Media, Critical Thinking, PowerPoint, Microsoft Excel, Microsoft Word, Time Management, Customer Service, Research, Public Speaking, Team Leadership, Strategic Planning, Coaching, Finance
Education
Campbell University 2011 — 2016
Master of Business Administration (MBA)
Campbell University 2011 — 2016
Bachelor of Business Administration (B.B.A.), Trust and Wealth Management, Financial Planning
Regions Financial Corporation May 2015 - July 2015
Morgan Stanley Wealth Management May 2014 - August 2014
Campbell University May 2013 - July 2013
Southeastern Trust School June 2013 - June 2013
Skills
Microsoft Office, Teamwork, Facebook, Social Networking, Leadership, Sports, Social Media, Critical Thinking, PowerPoint, Microsoft Excel, Microsoft Word, Time Management, Customer Service, Research, Public Speaking, Team Leadership, Strategic Planning, Coaching, Finance
Education
Campbell University 2011 — 2016
Master of Business Administration (MBA)
Campbell University 2011 — 2016
Bachelor of Business Administration (B.B.A.), Trust and Wealth Management, Financial Planning
Lee Lawrence MBA Lee Lawrence MBA's Morgan Stanley Wealth Management Experience October 1999 - August 2005
Job Marketing at Costco Wholesale
Industry Retail
Experience
Costco Wholesale September 2013 - Present
Costco Wholesale June 2008 - September 2013
Sequim Dungeness Chamber of Commerce 2007 - 2008
Merrill Lynch August 2005 - July 2007
Morgan Stanley Wealth Management October 1999 - August 2005
Ogden Corporation 1994 - 1999
Greenfield Environmental 1990 - 1994
Rollins Environmental 1987 - 1990
Waste Management 1982 - 1987
Calgon Carbon Corporation 1979 - 1982
Skills
Cashiering, Data Entry, Merchandising, Inventory Management, Outlook, Inventory Control, Fundraising, Retail, Sales, Microsoft Excel, Visual Merchandising, Telephone Skills, Leadership, Customer Satisfaction, Time Management, Teamwork, Customer Service, Project Management, Management, Team Building, Public Speaking, Microsoft Office, Strategic Planning, Event Planning
Education
Central Michigan University 1974 — 1978
Bachelor of Science (BS), Chemistry / Finance, 3.5
Illinois Benedictine University
Master of Business Administration (MBA), Finance, General
Thomas Jefferson School of Law
Environmental Law, Non-Degreed
Costco Wholesale September 2013 - Present
Costco Wholesale June 2008 - September 2013
Sequim Dungeness Chamber of Commerce 2007 - 2008
Merrill Lynch August 2005 - July 2007
Morgan Stanley Wealth Management October 1999 - August 2005
Ogden Corporation 1994 - 1999
Greenfield Environmental 1990 - 1994
Rollins Environmental 1987 - 1990
Waste Management 1982 - 1987
Calgon Carbon Corporation 1979 - 1982
Skills
Cashiering, Data Entry, Merchandising, Inventory Management, Outlook, Inventory Control, Fundraising, Retail, Sales, Microsoft Excel, Visual Merchandising, Telephone Skills, Leadership, Customer Satisfaction, Time Management, Teamwork, Customer Service, Project Management, Management, Team Building, Public Speaking, Microsoft Office, Strategic Planning, Event Planning
Education
Central Michigan University 1974 — 1978
Bachelor of Science (BS), Chemistry / Finance, 3.5
Illinois Benedictine University
Master of Business Administration (MBA), Finance, General
Thomas Jefferson School of Law
Environmental Law, Non-Degreed
Eugene Parmar's Morgan Stanley Wealth Management Experience August 2007 - November 2013
Job Foreign Exchange Department
Industry Financial Services
Experience
Morgan Stanley November 2013 - Present
Morgan Stanley Wealth Management August 2007 - November 2013
Citigroup Private Bank March 2007 - August 2007
Deutsche Bank Securities January 2006 - March 2007
Skills
Quantitative Analytics, Quantitative Research, Quantitative Finance, Investment Banking, Finance, Equity Trading, Stock Trading, Bloomberg Terminal, Microsoft Office, Written & Verbal..., Dependable Team Player, Highly motivated..., Self-motivated Team..., Technology, Fixed Income, Equities, KYC, Bloomberg, FINRA, Due Diligence, Investment Strategies, Investment Management, Mutual Funds, Bonds, Options, Wealth Management..., FX trading, Equity Derivatives, Equity Research, Derivatives, Investment Advisory, Asset Management, Investments, Financial Advisory, Wealth Management, Securities, Foreign Exchange, Client Services, Settlement, Financial Risk, Prime Brokerage, Middle Office, FX Options, Currency
Education
Brooklyn College 2001 — 2005
Bachelor of Science (B.S.), Business Management and Finance
Morgan Stanley November 2013 - Present
Morgan Stanley Wealth Management August 2007 - November 2013
Citigroup Private Bank March 2007 - August 2007
Deutsche Bank Securities January 2006 - March 2007
Skills
Quantitative Analytics, Quantitative Research, Quantitative Finance, Investment Banking, Finance, Equity Trading, Stock Trading, Bloomberg Terminal, Microsoft Office, Written & Verbal..., Dependable Team Player, Highly motivated..., Self-motivated Team..., Technology, Fixed Income, Equities, KYC, Bloomberg, FINRA, Due Diligence, Investment Strategies, Investment Management, Mutual Funds, Bonds, Options, Wealth Management..., FX trading, Equity Derivatives, Equity Research, Derivatives, Investment Advisory, Asset Management, Investments, Financial Advisory, Wealth Management, Securities, Foreign Exchange, Client Services, Settlement, Financial Risk, Prime Brokerage, Middle Office, FX Options, Currency
Education
Brooklyn College 2001 — 2005
Bachelor of Science (B.S.), Business Management and Finance
Yvonne H. Bass, CLTC Yvonne H. Bass, CLTC's Morgan Stanley Wealth Management Experience July 2004 - July 2009
Job Investment Advisor Representative at MassMutual Financial Group Greater Washington
Industry Investment Management
Experience
MassMutual Financial Group-Greater Washington July 2010 - Present
Morgan Stanley Wealth Management July 2004 - July 2009
American Express July 1999 - June 2004
Skills
Investments, Budgets, Estate Planning, Management, Recruiting, Retirement, Uniform Combined State..., Public Speaking, Securities, Series 63, Personal Finance, Leadership, Finance, Insurance, Retirement Planning, Financial Services, Entrepreneurship, Sales, Employee Benefits, Wealth Management, Strategic Financial..., Series 7, Financial Analysis, Asset Allocation, Nonprofits, Training, Portfolio Management, Strategic Planning
Education
The City University of New York - The City College of New York 1973 — 1977
Bachelor of Science (B.S.), Psychology
MassMutual Financial Group-Greater Washington July 2010 - Present
Morgan Stanley Wealth Management July 2004 - July 2009
American Express July 1999 - June 2004
Skills
Investments, Budgets, Estate Planning, Management, Recruiting, Retirement, Uniform Combined State..., Public Speaking, Securities, Series 63, Personal Finance, Leadership, Finance, Insurance, Retirement Planning, Financial Services, Entrepreneurship, Sales, Employee Benefits, Wealth Management, Strategic Financial..., Series 7, Financial Analysis, Asset Allocation, Nonprofits, Training, Portfolio Management, Strategic Planning
Education
The City University of New York - The City College of New York 1973 — 1977
Bachelor of Science (B.S.), Psychology
Rhonda Ferguson's Morgan Stanley Wealth Management Experience December 1999 - Present
Job First Vice President. Senior Complex Risk Officer at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management December 1999 - Present
Skills
Investments, Portfolio Management, Strategic Financial..., Series 7, Wealth Management, Series 63, FINRA, Uniform Combined State...
Education
Campbell University 1976 — 1977
Morgan Stanley Wealth Management December 1999 - Present
Skills
Investments, Portfolio Management, Strategic Financial..., Series 7, Wealth Management, Series 63, FINRA, Uniform Combined State...
Education
Campbell University 1976 — 1977
Pamela Medina Pamela Medina's Morgan Stanley Wealth Management Experience June 2013 - June 2014
Job Enterprise Sales Coordinator at General Assembly
Industry Financial Services
Experience
General Assembly January 2015 - Present
Morgan Stanley June 2014 - December 2014
Morgan Stanley Wealth Management June 2013 - June 2014
Syracuse University February 2010 - May 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Microsoft Student Partners September 2011 - May 2012
BLISTS August 2011 - May 2012
Univision Communications June 2011 - August 2011
Morgan Stanley June 2010 - August 2010
Skills
Facebook, Social Media, Organization, Spanish, Event Planning, Community Outreach, Social Networking, Travel, Travel Planning, Press Releases, Leadership, Marketing, OS X, Microsoft Word, Sales
Education
City University of Hong Kong 2012 — 2012
Study Abroad Fall 2012, International Relations and Affairs
Université de Syracuse 2011 — 2011
Study Abroad Spring 2011, International Relations and Affairs
Syracuse University
Bachelor of Arts (B.A.), International Relations
General Assembly January 2015 - Present
Morgan Stanley June 2014 - December 2014
Morgan Stanley Wealth Management June 2013 - June 2014
Syracuse University February 2010 - May 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Microsoft Student Partners September 2011 - May 2012
BLISTS August 2011 - May 2012
Univision Communications June 2011 - August 2011
Morgan Stanley June 2010 - August 2010
Skills
Facebook, Social Media, Organization, Spanish, Event Planning, Community Outreach, Social Networking, Travel, Travel Planning, Press Releases, Leadership, Marketing, OS X, Microsoft Word, Sales
Education
City University of Hong Kong 2012 — 2012
Study Abroad Fall 2012, International Relations and Affairs
Université de Syracuse 2011 — 2011
Study Abroad Spring 2011, International Relations and Affairs
Syracuse University
Bachelor of Arts (B.A.), International Relations
Karen A. Simpson penis Karen A. Simpson penis's Morgan Stanley Wealth Management Experience January 2013 — Present
Job Manager in FA Compensation, Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2013 — Present
Morgan Stanley Wealth Management June 2009 — December 2012
Citi Smith Barney August 2008 — May 2009
Citi March 2004 — July 2008
Skills
Financial Advisory, Finance, Financial Modeling, Banking, Investments, Portfolio Management, Risk Management, Financial Planning
Education
City University of New York-College of Staten Island 1975 — 1988
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Morgan Stanley Wealth Management January 2013 — Present
Morgan Stanley Wealth Management June 2009 — December 2012
Citi Smith Barney August 2008 — May 2009
Citi March 2004 — July 2008
Skills
Financial Advisory, Finance, Financial Modeling, Banking, Investments, Portfolio Management, Risk Management, Financial Planning
Education
City University of New York-College of Staten Island 1975 — 1988
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Charles Reinhard's Morgan Stanley Wealth Management Experience 2008 - 2013
Job Managing Director at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments June 2015 - Present
Direxion Investments 2014 - 2015
Morgan Stanley Wealth Management 2008 - 2013
Neuberger Berman (Lehman Brothers) 2006 - 2008
Lehman Brothers 2000 - 2005
ABN AMRO Inc. 1994 - 2000
Skills
Equities, Fixed Income, Series 7, Proprietary Trading, Hedge Funds, Securitization, Alternative Investments, Asset Allocation, Portfolio Management, Global Macro, Investment Management, Investments, Equity Research, Asset Management, Bloomberg, Wealth Management, Mutual Funds, Series 24, Capital Markets, Strategy, Trading, Valuation, Securities, Investment Strategies, Series 63, Investment Advisory, Financial Advisory, ETFs, Bonds, Fund Of Funds, Retirement, FINRA, Options, Financial Services, Emerging Markets, Structured Products, Wealth Management..., Financial Markets, Private Equity, Derivatives, Equity Valuation, Separately Managed..., Investment Banking, Uniform Combined State..., Series 65, Equity Trading, Hedging, Economics, Equity Derivatives, Institutional...
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Carnegie Mellon University - Tepper School of Business
BS, Economics
New York Life & MainStay Investments June 2015 - Present
Direxion Investments 2014 - 2015
Morgan Stanley Wealth Management 2008 - 2013
Neuberger Berman (Lehman Brothers) 2006 - 2008
Lehman Brothers 2000 - 2005
ABN AMRO Inc. 1994 - 2000
Skills
Equities, Fixed Income, Series 7, Proprietary Trading, Hedge Funds, Securitization, Alternative Investments, Asset Allocation, Portfolio Management, Global Macro, Investment Management, Investments, Equity Research, Asset Management, Bloomberg, Wealth Management, Mutual Funds, Series 24, Capital Markets, Strategy, Trading, Valuation, Securities, Investment Strategies, Series 63, Investment Advisory, Financial Advisory, ETFs, Bonds, Fund Of Funds, Retirement, FINRA, Options, Financial Services, Emerging Markets, Structured Products, Wealth Management..., Financial Markets, Private Equity, Derivatives, Equity Valuation, Separately Managed..., Investment Banking, Uniform Combined State..., Series 65, Equity Trading, Hedging, Economics, Equity Derivatives, Institutional...
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Carnegie Mellon University - Tepper School of Business
BS, Economics
Cody Hondros Cody Hondros's Morgan Stanley Wealth Management Experience July 2011 - May 2013
Job Student of Law
Industry Legal Services
Experience
Franklin County Recorder April 2014 - Present
Equality Ohio Education Fund March 2013 - Present
The Legacy Fund of The Columbus Foundation March 2011 - Present
Morgan Stanley Wealth Management July 2011 - May 2013
Hondros College of Business December 2010 - July 2011
The Online 401(k) October 2009 - May 2010
West Coast Life Insurance Company July 2007 - June 2009
West Coast Life September 2006 - July 2007
West Coast Life June 2006 - September 2006
West Coast Life May 2005 - June 2006
Skills
Underwriting, Customer Service, Salesforce.com, Microsoft Office, Analysis, Management, Research, Policy, Social Media, Insurance, Data Analysis, Business Analysis, PowerPoint, Accounting, Team Building, New Business Development, Microsoft Excel, Marketing, Public Speaking, Process Improvement, Sales, Recruiting, Event Management, Training, Project Management, Outlook, Microsoft Word, Event Planning, Leadership, Account Management
Education
Capital University Law School 2013 — 2017
Juris Doctorate (Candidate), Law
Kenyon College 2000 — 2004
Batchelor of Arts, Music, Philosophy Minor
Franklin County Recorder April 2014 - Present
Equality Ohio Education Fund March 2013 - Present
The Legacy Fund of The Columbus Foundation March 2011 - Present
Morgan Stanley Wealth Management July 2011 - May 2013
Hondros College of Business December 2010 - July 2011
The Online 401(k) October 2009 - May 2010
West Coast Life Insurance Company July 2007 - June 2009
West Coast Life September 2006 - July 2007
West Coast Life June 2006 - September 2006
West Coast Life May 2005 - June 2006
Skills
Underwriting, Customer Service, Salesforce.com, Microsoft Office, Analysis, Management, Research, Policy, Social Media, Insurance, Data Analysis, Business Analysis, PowerPoint, Accounting, Team Building, New Business Development, Microsoft Excel, Marketing, Public Speaking, Process Improvement, Sales, Recruiting, Event Management, Training, Project Management, Outlook, Microsoft Word, Event Planning, Leadership, Account Management
Education
Capital University Law School 2013 — 2017
Juris Doctorate (Candidate), Law
Kenyon College 2000 — 2004
Batchelor of Arts, Music, Philosophy Minor
Elliot C. Jarvis's Morgan Stanley Wealth Management Experience May 2013 - September 2013
Job Vice President at Columbus Advisory Group
Industry Financial Services
Experience
Columbus Advisory Group September 2015 - Present
Columbus Advisory Group July 2015 - Present
Flagstar Bank June 2015 - July 2015
ROSECLIFF CAPITAL June 2014 - August 2014
COLUMBUS ADVISORY GROUP, LTD June 2014 - August 2014
Morgan Stanley Wealth Management May 2013 - September 2013
Jarvis Lawn Service May 2009 - September 2013
Sabre Wholesale May 2012 - August 2012
Chairman Of The Hill May 2011 - August 2012
Community Plus Savings Bank February 2011 - June 2011
Skills
Finance, Teamwork, Sales, Microsoft Excel, Communication, Equity Research, Customer Service, Wealth Management, Leadership, Equities, Microsoft Office, Options, REIT, Municipal Bonds, Cold Calling, Social Networking, Social Media, Social Media Marketing, Advertising, PowerPoint, Morale, Microsoft Word, Calculus, Market Reseach, Market Research, Entrepreneurship, Marketing
Education
Central Michigan University 2011 — 2015
Bachelor of Science in Business Administration, Finance
Kingston University 2013 — 2013
Finance, General
Lake Orion High School 2007 — 2011
Diploma
Columbus Advisory Group September 2015 - Present
Columbus Advisory Group July 2015 - Present
Flagstar Bank June 2015 - July 2015
ROSECLIFF CAPITAL June 2014 - August 2014
COLUMBUS ADVISORY GROUP, LTD June 2014 - August 2014
Morgan Stanley Wealth Management May 2013 - September 2013
Jarvis Lawn Service May 2009 - September 2013
Sabre Wholesale May 2012 - August 2012
Chairman Of The Hill May 2011 - August 2012
Community Plus Savings Bank February 2011 - June 2011
Skills
Finance, Teamwork, Sales, Microsoft Excel, Communication, Equity Research, Customer Service, Wealth Management, Leadership, Equities, Microsoft Office, Options, REIT, Municipal Bonds, Cold Calling, Social Networking, Social Media, Social Media Marketing, Advertising, PowerPoint, Morale, Microsoft Word, Calculus, Market Reseach, Market Research, Entrepreneurship, Marketing
Education
Central Michigan University 2011 — 2015
Bachelor of Science in Business Administration, Finance
Kingston University 2013 — 2013
Finance, General
Lake Orion High School 2007 — 2011
Diploma
James Fish James Fish's Morgan Stanley Wealth Management Experience March 2012 - April 2013
Job Equity Research Senior Associate at Citi
Industry Financial Services
Experience
Citi April 2013 - Present
Canisius College May 2015 - July 2015
The Golden Griffin Fund May 2011 - May 2013
Morgan Stanley Wealth Management March 2012 - April 2013
Canisius College CFA Research Challenge Team September 2011 - April 2012
Office of Chief Counsel of Internal Revenue Service October 2009 - March 2012
Skills
Equity Valuation, Equity Research, Financial Analysis, Financial Markets, Corporate Strategy..., Team Coordination, Project Coordination, Computer Hardware, Team Leadership, Business Intelligence, Business Strategy, Equity Trading, Bonds, Microsoft Operating..., Microsoft Office, Excel, Operations Management, Supply Chain Management, Microsoft Excel, Microsoft Word, Leadership, Customer Service, Team Building
Education
Canisius College 2012 — 2013
MBA, International Business and Global Supply Chain Management, 4.0
Canisius College 2009 — 2012
Bachelor of Science (BS), Finance, 4.0
Canisius High School, Class of 2009 2005 — 2009
Citi April 2013 - Present
Canisius College May 2015 - July 2015
The Golden Griffin Fund May 2011 - May 2013
Morgan Stanley Wealth Management March 2012 - April 2013
Canisius College CFA Research Challenge Team September 2011 - April 2012
Office of Chief Counsel of Internal Revenue Service October 2009 - March 2012
Skills
Equity Valuation, Equity Research, Financial Analysis, Financial Markets, Corporate Strategy..., Team Coordination, Project Coordination, Computer Hardware, Team Leadership, Business Intelligence, Business Strategy, Equity Trading, Bonds, Microsoft Operating..., Microsoft Office, Excel, Operations Management, Supply Chain Management, Microsoft Excel, Microsoft Word, Leadership, Customer Service, Team Building
Education
Canisius College 2012 — 2013
MBA, International Business and Global Supply Chain Management, 4.0
Canisius College 2009 — 2012
Bachelor of Science (BS), Finance, 4.0
Canisius High School, Class of 2009 2005 — 2009
Ari Lewis Ari Lewis's Morgan Stanley Wealth Management Experience July 2011 - July 2011
Job Product
Industry Real Estate
Experience
United States Soccer Federation January 2009 - Present
Ohio High School Athletic Association April 2015 - Present
Flashstarts, Inc. May 2015 - August 2015
Koalah September 2013 - June 2015
Ader Investment Management July 2011 - June 2013
Morgan Stanley Wealth Management July 2011 - July 2011
Education
Case Western Reserve University 2013 — 2017
Bachelor of Science in Management (BSM)
Jericho High School 2009 — 2013
United States Soccer Federation January 2009 - Present
Ohio High School Athletic Association April 2015 - Present
Flashstarts, Inc. May 2015 - August 2015
Koalah September 2013 - June 2015
Ader Investment Management July 2011 - June 2013
Morgan Stanley Wealth Management July 2011 - July 2011
Education
Case Western Reserve University 2013 — 2017
Bachelor of Science in Management (BSM)
Jericho High School 2009 — 2013
Erin Doherty-Ratay Erin Doherty-Ratay's Morgan Stanley Wealth Management Experience 1988 - 1994
Job RE/MAX Alliance, Boulder, Colorado
Industry Real Estate
Experience
RE/MAX Alliance, Boulder, Colorado August 2007 - Present
University of Colorado at Boulder August 2004 - August 2007
Columbia University, School of International & Public Affairs 1994 - 1999
Windham International 1996 - 1997
Morgan Stanley Wealth Management 1988 - 1994
Skills
Public Speaking, Referrals, Event Planning, Customer Service, Mentoring, Contract Negotiation, Counselling, Social Networking
Education
Teachers College of Columbia University 1997 — 1999
MA, Organizational Psychology
Chapman University 1985 — 1988
BA, Sociology
University of Hawaii at Manoa 1984 — 1985
General Studies
RE/MAX Alliance, Boulder, Colorado August 2007 - Present
University of Colorado at Boulder August 2004 - August 2007
Columbia University, School of International & Public Affairs 1994 - 1999
Windham International 1996 - 1997
Morgan Stanley Wealth Management 1988 - 1994
Skills
Public Speaking, Referrals, Event Planning, Customer Service, Mentoring, Contract Negotiation, Counselling, Social Networking
Education
Teachers College of Columbia University 1997 — 1999
MA, Organizational Psychology
Chapman University 1985 — 1988
BA, Sociology
University of Hawaii at Manoa 1984 — 1985
General Studies
Darana Chhor Darana Chhor's Morgan Stanley Wealth Management Experience March 2011 - April 2014
Job Associate Portfolio Manager at EP Wealth Advisors
Industry Financial Services
Experience
EP Wealth Advisors April 2014 - Present
Morgan Stanley Wealth Management March 2011 - April 2014
Morgan Stanley Wealth Management August 2010 - March 2011
Skills
Investment Management, Asset Allocation, Risk Management, Research, Trading, Bloomberg
Education
California State University-Long Beach
Bachelor of Science in Business Administration, Finance- Investments, Magna Cum Laude
Long Beach City College
Associate of Arts (AA), Real Estate
EP Wealth Advisors April 2014 - Present
Morgan Stanley Wealth Management March 2011 - April 2014
Morgan Stanley Wealth Management August 2010 - March 2011
Skills
Investment Management, Asset Allocation, Risk Management, Research, Trading, Bloomberg
Education
California State University-Long Beach
Bachelor of Science in Business Administration, Finance- Investments, Magna Cum Laude
Long Beach City College
Associate of Arts (AA), Real Estate
Colin Holladay Colin Holladay's Morgan Stanley Wealth Management Experience May 2008 - September 2010
Job Mechanical Engineer at Parker Hannifin
Industry
Experience
Parker Hannifin July 2014 - Present
Drexel University September 2013 - Present
Parker Hannifin Porter Division April 2013 - September 2013
Morgan Stanley Wealth Management May 2008 - September 2010
James Larson Painting July 2006 - May 2008
Skills
Microsoft Excel, Matlab, Solidworks, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Labview, CNC Programming, C Programming, AutoCAD, PLC Allen Bradley, Research, Engineering, LabVIEW, SolidWorks, CAD, Mechanical Engineering
Education
Drexel University 2011 — 2014
Bachelor of Science (B.S.), Electrical and Mechanical Engineering Technology
Camden County College 2005 — 2007
Associate's degree, Business/Commerce, General
Parker Hannifin July 2014 - Present
Drexel University September 2013 - Present
Parker Hannifin Porter Division April 2013 - September 2013
Morgan Stanley Wealth Management May 2008 - September 2010
James Larson Painting July 2006 - May 2008
Skills
Microsoft Excel, Matlab, Solidworks, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Labview, CNC Programming, C Programming, AutoCAD, PLC Allen Bradley, Research, Engineering, LabVIEW, SolidWorks, CAD, Mechanical Engineering
Education
Drexel University 2011 — 2014
Bachelor of Science (B.S.), Electrical and Mechanical Engineering Technology
Camden County College 2005 — 2007
Associate's degree, Business/Commerce, General
Brittany Howell-Barclay Brittany Howell-Barclay's Morgan Stanley Wealth Management Experience November 2011 - Present
Job Service Professional at Morgan Stanley Wealth Management
Industry Investment Banking
Experience
Morgan Stanley Wealth Management November 2011 - Present
Northtowne Animal Clinic September 2008 - November 2011
The Ohio State University May 2010 - June 2010
Skills
Customer Service, Call Centers
Education
Columbus State 2008 — 2010
Associate of Science (AS), Veterinary/Animal Health Technology/Technician and Veterinary Assistant
Central Ohio Technical College
Associate of Science (AS), Business, Management, Marketing, and Related Support Services
Morgan Stanley Wealth Management November 2011 - Present
Northtowne Animal Clinic September 2008 - November 2011
The Ohio State University May 2010 - June 2010
Skills
Customer Service, Call Centers
Education
Columbus State 2008 — 2010
Associate of Science (AS), Veterinary/Animal Health Technology/Technician and Veterinary Assistant
Central Ohio Technical College
Associate of Science (AS), Business, Management, Marketing, and Related Support Services
Kathleen Rose Reyes, BSN, RN's Morgan Stanley Wealth Management Experience August 2008 - November 2009
Job Registered Nurse
Industry Health, Wellness and Fitness
Experience
Providence Health & Services October 2013 - Present
The Cavery April 2012 - Present
UCLA Health System November 2012 - March 2013
BaccHus Development November 2009 - August 2010
Morgan Stanley Wealth Management August 2008 - November 2009
Skills
Marketing, Management, Nursing, Digital Marketing, Photography, Culinary Skills, Social Media Blogging, Blogging Software, WordPress, Teaching, Social Media Marketing
Education
West Coast University 2009 — 2012
Bachelor of Science, Nursing
California State University-Long Beach 2005 — 2008
Nursing
Providence Health & Services October 2013 - Present
The Cavery April 2012 - Present
UCLA Health System November 2012 - March 2013
BaccHus Development November 2009 - August 2010
Morgan Stanley Wealth Management August 2008 - November 2009
Skills
Marketing, Management, Nursing, Digital Marketing, Photography, Culinary Skills, Social Media Blogging, Blogging Software, WordPress, Teaching, Social Media Marketing
Education
West Coast University 2009 — 2012
Bachelor of Science, Nursing
California State University-Long Beach 2005 — 2008
Nursing
Lauri Galbreath Lauri Galbreath's Morgan Stanley Wealth Management Experience 2013 - Present
Job Information Architect
Industry Design
Experience
Morgan Stanley Wealth Management 2013 - Present
Morgan Stanley Wealth Management 2012 - 2013
Wale Up 2011 - 2013
Joule 2011 - 2012
Independent 2010 - 2012
The John F. Kennedy Presidential Library and Museum December 2010 - January 2011
ESI Design August 2010 - January 2011
Morton Subotnick 2005 - 2011
Freelance 2001 - 2011
New York City Ballet 2004 - 2005
Skills
Information Architecture, Human Computer..., User Experience, User Interface Design, Interactive Learning, Experience Design, Web Design, Educational Technology, Instructional Design, Content Development, Project Management, E-commerce, Music Education, User Research, User Interface, Usability, Mobile Applications, Game Design, E-Learning, User Experience Design, Pattern Recognition, Interaction Design, Music, Usability Testing, Content Strategy, Ethnography, Web Project Management, CMS, Teaching, Digital Media, Adobe Creative Suite, CSS
Education
New York University 2009 — 2011
MA, Educational Communication and Technology, 3.9
Hunter College
BM, Music, Religion, Cultural Anthropology
Europa-Kolleg
Study Abroad, German Language
Orvieto Musica
Study Abroad, Opera and Italian Language
University of Montevallo
Music
Independent Studies 1992 — 2008
Vocal Performance
Morgan Stanley Wealth Management 2013 - Present
Morgan Stanley Wealth Management 2012 - 2013
Wale Up 2011 - 2013
Joule 2011 - 2012
Independent 2010 - 2012
The John F. Kennedy Presidential Library and Museum December 2010 - January 2011
ESI Design August 2010 - January 2011
Morton Subotnick 2005 - 2011
Freelance 2001 - 2011
New York City Ballet 2004 - 2005
Skills
Information Architecture, Human Computer..., User Experience, User Interface Design, Interactive Learning, Experience Design, Web Design, Educational Technology, Instructional Design, Content Development, Project Management, E-commerce, Music Education, User Research, User Interface, Usability, Mobile Applications, Game Design, E-Learning, User Experience Design, Pattern Recognition, Interaction Design, Music, Usability Testing, Content Strategy, Ethnography, Web Project Management, CMS, Teaching, Digital Media, Adobe Creative Suite, CSS
Education
New York University 2009 — 2011
MA, Educational Communication and Technology, 3.9
Hunter College
BM, Music, Religion, Cultural Anthropology
Europa-Kolleg
Study Abroad, German Language
Orvieto Musica
Study Abroad, Opera and Italian Language
University of Montevallo
Music
Independent Studies 1992 — 2008
Vocal Performance
Nelson Maler Nelson Maler's Morgan Stanley Wealth Management Experience February 2005 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2005 - Present
Skills
Strategic Planning, Small Business, Public Speaking, Budgets, Team Building, Leadership, Customer Service, Business Planning, Leadership Development, Entrepreneurship, Fundraising, Nonprofits, Coaching, New Business Development, Organizational..., Event Planning, Public Relations, Management, Marketing, Non-profits, Negotiation, Marketing Strategy, Event Management, Business Strategy, Social Networking, Business Development, Selling, Administration, Sales Management, Management Consulting, Team Leadership, Contract Negotiation, Community Outreach, Real Estate, Social Media, Online Marketing, Training, Change Management, Program Management
Education
University of California, Berkeley
Certificate in Personal Financial Planning, With Distinction
Golden Gate University
M.B.A., Finance, With Honors
California Polytechnic State University-San Luis Obispo
Bachelor of Science (BS), Magna Cum Laude
Morgan Stanley Wealth Management February 2005 - Present
Skills
Strategic Planning, Small Business, Public Speaking, Budgets, Team Building, Leadership, Customer Service, Business Planning, Leadership Development, Entrepreneurship, Fundraising, Nonprofits, Coaching, New Business Development, Organizational..., Event Planning, Public Relations, Management, Marketing, Non-profits, Negotiation, Marketing Strategy, Event Management, Business Strategy, Social Networking, Business Development, Selling, Administration, Sales Management, Management Consulting, Team Leadership, Contract Negotiation, Community Outreach, Real Estate, Social Media, Online Marketing, Training, Change Management, Program Management
Education
University of California, Berkeley
Certificate in Personal Financial Planning, With Distinction
Golden Gate University
M.B.A., Finance, With Honors
California Polytechnic State University-San Luis Obispo
Bachelor of Science (BS), Magna Cum Laude
Rosann Farmer Rosann Farmer's Morgan Stanley Wealth Management Experience September 2013 - Present
Job Team Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley Wealth Management September 2013 - Present
Merrill Lynch May 2011 - August 2013
Management Specialists, LLC November 2010 - May 2011
Action Coach September 2009 - December 2010
Evergreen Capital Management June 2007 - September 2009
Banc of America Investments June 2006 - June 2007
Morgan Stanley 1981 - 2006
Skills
Wealth Management, Business Development, Leadership Development, Coaching, Business Planning, Entrepreneurship, Leadership, Selling, Sales Management, Management, Training, Public Speaking, Executive Management, Banking, Sales
Education
Central Washington University 1974 — 1978
BS, Psychology/Sociology
Franklin Pierce 1971 — 1974
GED
Morgan Stanley June 2014 - Present
Morgan Stanley Wealth Management September 2013 - Present
Merrill Lynch May 2011 - August 2013
Management Specialists, LLC November 2010 - May 2011
Action Coach September 2009 - December 2010
Evergreen Capital Management June 2007 - September 2009
Banc of America Investments June 2006 - June 2007
Morgan Stanley 1981 - 2006
Skills
Wealth Management, Business Development, Leadership Development, Coaching, Business Planning, Entrepreneurship, Leadership, Selling, Sales Management, Management, Training, Public Speaking, Executive Management, Banking, Sales
Education
Central Washington University 1974 — 1978
BS, Psychology/Sociology
Franklin Pierce 1971 — 1974
GED
Gary A. Leduc Gary A. Leduc's Morgan Stanley Wealth Management Experience January 2010 - September 2013
Job Vice President/ Credit Specialist at Union Bank
Industry Financial Services
Experience
Union Bank November 2014 - Present
Palmer Capital Inc April 2014 - November 2014
Morgan Stanley Wealth Management January 2010 - September 2013
Wells Fargo 2006 - 2009
Irwin Union Bank, FSB 2004 - 2006
JPMorgan Chase 2000 - 2004
Comerica Bank 1995 - 1999
Wells Fargo January 1992 - May 1995
Wells Fargo Capital Markets, Inc August 1988 - January 1992
Wells Fargo 1984 - 1988
Skills
Commercial Banking, Credit, New Business Development, Due Diligence, Loans, Commercial Mortgages, Asset Based Lending, Credit Risk, Credit Analysis, Relationship Management, Cash Management, Underwriting, Banking, Corporate Finance, Private Banking, Financial Structuring, Commercial Lending, Wealth Management, Capital Markets, Mortgage Lending, Small Business Lending, Financial Services, Investments, Portfolio Management, Treasury Management, Loan Origination
Education
California State University-Sacramento
BS
Union Bank November 2014 - Present
Palmer Capital Inc April 2014 - November 2014
Morgan Stanley Wealth Management January 2010 - September 2013
Wells Fargo 2006 - 2009
Irwin Union Bank, FSB 2004 - 2006
JPMorgan Chase 2000 - 2004
Comerica Bank 1995 - 1999
Wells Fargo January 1992 - May 1995
Wells Fargo Capital Markets, Inc August 1988 - January 1992
Wells Fargo 1984 - 1988
Skills
Commercial Banking, Credit, New Business Development, Due Diligence, Loans, Commercial Mortgages, Asset Based Lending, Credit Risk, Credit Analysis, Relationship Management, Cash Management, Underwriting, Banking, Corporate Finance, Private Banking, Financial Structuring, Commercial Lending, Wealth Management, Capital Markets, Mortgage Lending, Small Business Lending, Financial Services, Investments, Portfolio Management, Treasury Management, Loan Origination
Education
California State University-Sacramento
BS
Stacy Lynn Snyder Stacy Lynn Snyder's Morgan Stanley Wealth Management Experience June 2006 - Present
Job Financial Planning Associate
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2006 - Present
Legg Mason Wood Walker Inc May 2000 - June 2006
Wedbush Morgan Securities June 1993 - May 2000
Teletech/Unsolved Mysteries 1992 - 1997
Education
College of Financial Planning 2002 — 2002
Accredited Asset Management Specialist, Finance, General
California State University-Northridge 1988 — 1993
Bachelor of Arts, History
Novato High School 1984 — 1988
Diploma, High School
Morgan Stanley Wealth Management June 2006 - Present
Legg Mason Wood Walker Inc May 2000 - June 2006
Wedbush Morgan Securities June 1993 - May 2000
Teletech/Unsolved Mysteries 1992 - 1997
Education
College of Financial Planning 2002 — 2002
Accredited Asset Management Specialist, Finance, General
California State University-Northridge 1988 — 1993
Bachelor of Arts, History
Novato High School 1984 — 1988
Diploma, High School
Richard Namm Richard Namm's Morgan Stanley Wealth Management Experience October 1999 - December 2008
Job Vice President Wealth Management UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. January 2009 - Present
Morgan Stanley Wealth Management October 1999 - December 2008
Education
Santa Clara University 1985 — 1988
MBA, Finance
City University of New York City College 1969 — 1973
Bachelor of Science (BS), Meteorology
UBS Financial Services, Inc. January 2009 - Present
Morgan Stanley Wealth Management October 1999 - December 2008
Education
Santa Clara University 1985 — 1988
MBA, Finance
City University of New York City College 1969 — 1973
Bachelor of Science (BS), Meteorology
Sabina Gill's Morgan Stanley Wealth Management Experience September 2001 - September 2002
Job Director Business Development
Industry Information Technology and Services
Experience
Confidential April 2012 - May 2015
TD Financial Services December 2005 - February 2012
JPMorgan Chase March 2003 - December 2005
Morgan Stanley Wealth Management September 2001 - September 2002
Wells Fargo March 1998 - September 2001
Skills
Financial Services, Relationship Management, Banking, Credit, Business Development, Commercial Lending, Risk Management, Commercial Banking, Small Business Lending, High Net Worth..., Loans, Mortgage Lending, Financial Risk, Financial Markets, Series 7, Commercial Mortgages, Private Banking, Retail Banking, Due Diligence, Loan Origination
Education
California State University-Sacramento
The Lawrence School Sanawar
Bachelor's degree
Confidential April 2012 - May 2015
TD Financial Services December 2005 - February 2012
JPMorgan Chase March 2003 - December 2005
Morgan Stanley Wealth Management September 2001 - September 2002
Wells Fargo March 1998 - September 2001
Skills
Financial Services, Relationship Management, Banking, Credit, Business Development, Commercial Lending, Risk Management, Commercial Banking, Small Business Lending, High Net Worth..., Loans, Mortgage Lending, Financial Risk, Financial Markets, Series 7, Commercial Mortgages, Private Banking, Retail Banking, Due Diligence, Loan Origination
Education
California State University-Sacramento
The Lawrence School Sanawar
Bachelor's degree
Victoria Cocciolone's Morgan Stanley Wealth Management Experience May 2012 - Present
Job Marketing & Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2012 - Present
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Prospect Research, Client Relations
Education
Rutgers, The State University of New Jersey-Camden 2010 — 2012
Bachelor of Science (BS), Finance
Camden County College 2008 — 2010
Associate's degree, Business Administration
Morgan Stanley Wealth Management May 2012 - Present
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Prospect Research, Client Relations
Education
Rutgers, The State University of New Jersey-Camden 2010 — 2012
Bachelor of Science (BS), Finance
Camden County College 2008 — 2010
Associate's degree, Business Administration
Celia Gorbatovsky Celia Gorbatovsky's Morgan Stanley Wealth Management Experience October 2012 - September 2013
Job Client Relationship Manager
Industry Financial Services
Experience
Merrill Lynch September 2013 - Present
Morgan Stanley Wealth Management October 2012 - September 2013
Morgan Stanley Smith Barney January 2012 - October 2012
Morgan Stanley May 2011 - January 2012
UBS 2006 - 2011
Skills
Series 7, Series 66, Series 63, Wealth Management, Series 9, Series 10, Series 3
Education
Brooklyn College 2002 — 2004
BS, Bus Mgmt & Finance
Merrill Lynch September 2013 - Present
Morgan Stanley Wealth Management October 2012 - September 2013
Morgan Stanley Smith Barney January 2012 - October 2012
Morgan Stanley May 2011 - January 2012
UBS 2006 - 2011
Skills
Series 7, Series 66, Series 63, Wealth Management, Series 9, Series 10, Series 3
Education
Brooklyn College 2002 — 2004
BS, Bus Mgmt & Finance
Jane Hwangbo's Morgan Stanley Wealth Management Experience May 2011 - February 2014
Job Managing Director, Cartography Capital LLC
Industry Financial Services
Experience
Cartography Capital LLC September 2014 - Present
Morgan Stanley Wealth Management May 2011 - February 2014
Monness, Crespi, Hardt 2002 - 2005
Kingdon Capital 2001 - 2002
Bowman Capital 1999 - 2001
Skills
Wealth Management, Portfolio Management, Capital Markets, Asset Allocation, Investments, Equities, Strategic Financial...
Education
Harvard College
AB, Government with honors
Central European University
Master's degree, Political Science and Government
Cartography Capital LLC September 2014 - Present
Morgan Stanley Wealth Management May 2011 - February 2014
Monness, Crespi, Hardt 2002 - 2005
Kingdon Capital 2001 - 2002
Bowman Capital 1999 - 2001
Skills
Wealth Management, Portfolio Management, Capital Markets, Asset Allocation, Investments, Equities, Strategic Financial...
Education
Harvard College
AB, Government with honors
Central European University
Master's degree, Political Science and Government
Octavio Lugo's Morgan Stanley Wealth Management Experience September 1999 - January 2003
Job Associate Vice President at Bardi Co. LLC
Industry Investment Banking
Experience
Bardi Co. LLC June 2015 - Present
ATOMCAP INC March 2004 - Present
StormTek March 2004 - Present
Monarch Bay Securities June 2013 - June 2015
Western International Securities May 2004 - September 2008
Citi March 2003 - April 2004
Morgan Stanley Wealth Management September 1999 - January 2003
Skills
Portfolio Management, Capital Markets, Finance, Equities, Hedge Funds, Strategy, Trading, Banking, Mergers & Acquisitions, Asset Management, Private Equity, Start-ups, startups, venture capital, Securities, Valuation, Management, equities trading, emerging markets, commercial lines..., shorting stock, investment banking, private placements, Financial Analysis, Corporate Finance, Due Diligence
Education
California State Polytechnic University-Pomona 1900 — 1999
Bachelor of Business Administration (BBA), Finance, Int'l Business
Bardi Co. LLC June 2015 - Present
ATOMCAP INC March 2004 - Present
StormTek March 2004 - Present
Monarch Bay Securities June 2013 - June 2015
Western International Securities May 2004 - September 2008
Citi March 2003 - April 2004
Morgan Stanley Wealth Management September 1999 - January 2003
Skills
Portfolio Management, Capital Markets, Finance, Equities, Hedge Funds, Strategy, Trading, Banking, Mergers & Acquisitions, Asset Management, Private Equity, Start-ups, startups, venture capital, Securities, Valuation, Management, equities trading, emerging markets, commercial lines..., shorting stock, investment banking, private placements, Financial Analysis, Corporate Finance, Due Diligence
Education
California State Polytechnic University-Pomona 1900 — 1999
Bachelor of Business Administration (BBA), Finance, Int'l Business
Alexander Fischetti's Morgan Stanley Wealth Management Experience April 2011 - April 2012
Job University of Miami, School of Law
Industry Investment Management
Experience
The Superior Court of Pennsylvania June 2015 - August 2015
North Carolina Bar Association December 2014 - June 2015
Morgan Stanley April 2012 - December 2014
University of Pittsburgh Men’s Soccer Team October 2009 - January 2013
Morgan Stanley Wealth Management April 2011 - April 2012
Campaign for Reelection of Judge Melograne January 2011 - April 2011
Sunburst Sportswear April 2008 - April 2009
Skills
Microsoft Office, Microsoft Word, PowerPoint, Research, Microsoft Excel, Public Speaking, Social Media, Teamwork, Customer Service, Leadership, Management
Education
University of Miami School of Law 2015 — 2017
Juris Doctor, International Business, Trade, and Tax Law
Charlotte School of Law 2014 — 2017
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law, International Business Law
University of Pittsburgh 2009 — 2014
Dual Degree, Economics & History
Seton-La Salle Catholic High School 2005 — 2009
The Superior Court of Pennsylvania June 2015 - August 2015
North Carolina Bar Association December 2014 - June 2015
Morgan Stanley April 2012 - December 2014
University of Pittsburgh Men’s Soccer Team October 2009 - January 2013
Morgan Stanley Wealth Management April 2011 - April 2012
Campaign for Reelection of Judge Melograne January 2011 - April 2011
Sunburst Sportswear April 2008 - April 2009
Skills
Microsoft Office, Microsoft Word, PowerPoint, Research, Microsoft Excel, Public Speaking, Social Media, Teamwork, Customer Service, Leadership, Management
Education
University of Miami School of Law 2015 — 2017
Juris Doctor, International Business, Trade, and Tax Law
Charlotte School of Law 2014 — 2017
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law, International Business Law
University of Pittsburgh 2009 — 2014
Dual Degree, Economics & History
Seton-La Salle Catholic High School 2005 — 2009
Jackie Kouhi's Morgan Stanley Wealth Management Experience December 2005 - February 2006
Job Spa Reservations at ClubSport
Industry Individual & Family Services
Experience
ClubSport August 2008 - Present
Tiki Toms Restaurant and Bar June 2010 - January 2012
Morgan Stanley Wealth Management December 2005 - February 2006
SysMaster Corporation December 2004 - November 2005
Arsen Lee Advertising Group October 2003 - November 2004
Century 21 Heritage Realty October 2002 - December 2003
Washington Mutual Bank July 2000 - October 2002
Skills
Program Development, Customer Service, Photography, Marketing Communications, Public Speaking, Marketing Strategy, Social Media Marketing, Management, Community Outreach, Advertising, Microsoft Office, Event Planning, Strategic Planning, Sales, Public Relations, Customer Retention, Event Management, Start-ups, Microsoft Excel, Training, Leadership Development, Solution Selling, PowerPoint, Teaching, Social Media, Leadership, Microsoft Word, Selling, Nonprofits, Outlook
Education
California State University-East Bay 2014 — 2017
Bachelor of Science (BS), Sociology
Diablo Valley College 2009 — 2014
Associates Degree, Sociology, 3.67 GPA
ClubSport August 2008 - Present
Tiki Toms Restaurant and Bar June 2010 - January 2012
Morgan Stanley Wealth Management December 2005 - February 2006
SysMaster Corporation December 2004 - November 2005
Arsen Lee Advertising Group October 2003 - November 2004
Century 21 Heritage Realty October 2002 - December 2003
Washington Mutual Bank July 2000 - October 2002
Skills
Program Development, Customer Service, Photography, Marketing Communications, Public Speaking, Marketing Strategy, Social Media Marketing, Management, Community Outreach, Advertising, Microsoft Office, Event Planning, Strategic Planning, Sales, Public Relations, Customer Retention, Event Management, Start-ups, Microsoft Excel, Training, Leadership Development, Solution Selling, PowerPoint, Teaching, Social Media, Leadership, Microsoft Word, Selling, Nonprofits, Outlook
Education
California State University-East Bay 2014 — 2017
Bachelor of Science (BS), Sociology
Diablo Valley College 2009 — 2014
Associates Degree, Sociology, 3.67 GPA
Chris Harborth's Morgan Stanley Wealth Management Experience July 2013 - March 2014
Job Entrepreneur and Investor
Industry Investment Management
Experience
Harborth Construction LLC 2009 - 2015
Morgan Stanley Wealth Management July 2013 - March 2014
New York Life Insurance Company March 2013 - June 2013
Emporos Financial, LLC 2012 - 2013
Skills
Financial Analysis, Financial Reporting, Investments, Series 7, MBA, Management, Strategic Financial..., Investment Management, Mutual Funds, Start-ups, Investment Strategies, Series 66, ETFs, Asset Allocation, Series 31, Life Insurance
Education
California State University-Sacramento 2006 — 2008
Master of Business Administration (MBA), Finance
The University of Texas at San Antonio 2002 — 2005
Bachelor of Arts (B.A.), Political Science and Government
Harborth Construction LLC 2009 - 2015
Morgan Stanley Wealth Management July 2013 - March 2014
New York Life Insurance Company March 2013 - June 2013
Emporos Financial, LLC 2012 - 2013
Skills
Financial Analysis, Financial Reporting, Investments, Series 7, MBA, Management, Strategic Financial..., Investment Management, Mutual Funds, Start-ups, Investment Strategies, Series 66, ETFs, Asset Allocation, Series 31, Life Insurance
Education
California State University-Sacramento 2006 — 2008
Master of Business Administration (MBA), Finance
The University of Texas at San Antonio 2002 — 2005
Bachelor of Arts (B.A.), Political Science and Government
Nancy Lee Cortes's Morgan Stanley Wealth Management Experience September 2011 - Present
Job Senior Registered Associate, CRPC® The Cypress Group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2011 - Present
Merrill Lynch September 2005 - September 2011
Robert W. Baird & Co. November 1997 - September 2005
First of Michigan Corp September 1994 - September 1997
Skills
NFS Streetscape/FBSI &..., NextGen, 3D, Wealth Management, Portfolio Management, Asset Management, Investments, Financial Analysis, Retirement Planning, Financial Planning, Estate Planning, Asset Managment, Strategic Financial..., Fixed Annuities, Equities, Financial Services, Insurance, Mutual Funds, Securities, Finance, Retirement, Series 7, Series 63, Management, Investment Strategies
Education
Chaminade University of Honolulu
B. A., Business Administration; Management
College for Financial Planning
CRPC® - Chartered Retirement Planning Counselor, Retirement Planning
Corunna High School
Morgan Stanley Wealth Management September 2011 - Present
Merrill Lynch September 2005 - September 2011
Robert W. Baird & Co. November 1997 - September 2005
First of Michigan Corp September 1994 - September 1997
Skills
NFS Streetscape/FBSI &..., NextGen, 3D, Wealth Management, Portfolio Management, Asset Management, Investments, Financial Analysis, Retirement Planning, Financial Planning, Estate Planning, Asset Managment, Strategic Financial..., Fixed Annuities, Equities, Financial Services, Insurance, Mutual Funds, Securities, Finance, Retirement, Series 7, Series 63, Management, Investment Strategies
Education
Chaminade University of Honolulu
B. A., Business Administration; Management
College for Financial Planning
CRPC® - Chartered Retirement Planning Counselor, Retirement Planning
Corunna High School
Ed Perov Ed Perov's Morgan Stanley Wealth Management Experience February 2006 - Present
Job Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2006 - Present
Bank of America - Formerly Fleet Enterprises/Quick & Reilly August 1999 - December 2005
Skills
Securities, Wealth Management, Series 7, Series 9, Series 10, Series 24, Series 63
Education
BROOKLYN COLLEGE
Master of Science, Accounting
City University of New York-Brooklyn College
Bachelor of Science, Public Accountancy
Morgan Stanley Wealth Management February 2006 - Present
Bank of America - Formerly Fleet Enterprises/Quick & Reilly August 1999 - December 2005
Skills
Securities, Wealth Management, Series 7, Series 9, Series 10, Series 24, Series 63
Education
BROOKLYN COLLEGE
Master of Science, Accounting
City University of New York-Brooklyn College
Bachelor of Science, Public Accountancy
Allison Fletcher's Morgan Stanley Wealth Management Experience May 2012 - January 2013
Job Marketing Coordinator at MFour Mobile Research
Industry Marketing and Advertising
Experience
MFour Mobile Research April 2015 - Present
Fullerton Chamber of Commerce February 2014 - April 2015
Fullerton Chamber of Commerce August 2013 - February 2014
PBS SoCal January 2013 - April 2013
Morgan Stanley Wealth Management May 2012 - January 2013
ARAMARK August 2011 - April 2012
Girls on the Run International September 2010 - December 2010
Saint Irenaeus School August 2009 - October 2009
Skills
Strong Oral and Written..., Proficient in Microsoft..., Energetic Team Player, Self-driven, Phone Etiquette, Team-oriented, Time Management, Phone Skills, Inventory Management, Customer Service, Fast Learner, Critical Thinking, Interpersonal..., People-oriented, Goal Oriented, Patience, Delegation, Written Communication, Marketing, Highly detail oriented, Facebook, Teamwork, Energetic team player, Social Networking, Microsoft Word, Public Speaking
Education
Cal State University Fullerton 2009 — 2013
Business Administration
California State University-Fullerton 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
MFour Mobile Research April 2015 - Present
Fullerton Chamber of Commerce February 2014 - April 2015
Fullerton Chamber of Commerce August 2013 - February 2014
PBS SoCal January 2013 - April 2013
Morgan Stanley Wealth Management May 2012 - January 2013
ARAMARK August 2011 - April 2012
Girls on the Run International September 2010 - December 2010
Saint Irenaeus School August 2009 - October 2009
Skills
Strong Oral and Written..., Proficient in Microsoft..., Energetic Team Player, Self-driven, Phone Etiquette, Team-oriented, Time Management, Phone Skills, Inventory Management, Customer Service, Fast Learner, Critical Thinking, Interpersonal..., People-oriented, Goal Oriented, Patience, Delegation, Written Communication, Marketing, Highly detail oriented, Facebook, Teamwork, Energetic team player, Social Networking, Microsoft Word, Public Speaking
Education
Cal State University Fullerton 2009 — 2013
Business Administration
California State University-Fullerton 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Dawn Salisbury's Morgan Stanley Wealth Management Experience June 2013 - Present
Job
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2013 - Present
Wells Fargo Advisors June 2012 - May 2013
Wells Fargo Advisors December 2009 - June 2012
Wells Fargo Advisors April 2007 - December 2009
American Funds December 2006 - March 2007
Education
Christopher Newport University 2002 — 2006
BSBA
Bishop Sullivan Cathlic High School
Morgan Stanley Wealth Management June 2013 - Present
Wells Fargo Advisors June 2012 - May 2013
Wells Fargo Advisors December 2009 - June 2012
Wells Fargo Advisors April 2007 - December 2009
American Funds December 2006 - March 2007
Education
Christopher Newport University 2002 — 2006
BSBA
Bishop Sullivan Cathlic High School
Katherine Stephans's Morgan Stanley Wealth Management Experience June 2011 - September 2011
Job Partnerships and Communications Manager at Library For All
Industry E-Learning
Experience
Library For All April 2015 - Present
PIMCO September 2013 - April 2015
Bloomberg Government June 2012 - June 2013
Morgan Stanley Wealth Management June 2011 - September 2011
The Cutler Group January 2011 - July 2011
Nuveen Investments June 2010 - August 2010
Skills
Market Research, Market Analysis, Competitive Analysis, Social Media, Marketing Strategy, Marketing Communications, Analytics, Qualitative Research, Public Relations, International Relations, Marketing, Research, Blogging, Event Planning, Press Releases
Education
The George Washington University 2009 — 2013
Bachelor of Arts (B.A.), International Relations and Affairs
London School of Economics and Political Science 2011 — 2012
International Affairs
Choate Rosemary Hall 2005 — 2009
High School
Library For All April 2015 - Present
PIMCO September 2013 - April 2015
Bloomberg Government June 2012 - June 2013
Morgan Stanley Wealth Management June 2011 - September 2011
The Cutler Group January 2011 - July 2011
Nuveen Investments June 2010 - August 2010
Skills
Market Research, Market Analysis, Competitive Analysis, Social Media, Marketing Strategy, Marketing Communications, Analytics, Qualitative Research, Public Relations, International Relations, Marketing, Research, Blogging, Event Planning, Press Releases
Education
The George Washington University 2009 — 2013
Bachelor of Arts (B.A.), International Relations and Affairs
London School of Economics and Political Science 2011 — 2012
International Affairs
Choate Rosemary Hall 2005 — 2009
High School
Justin Francisco's Morgan Stanley Wealth Management Experience October 2013 - July 2014
Job Financial Analyst
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
UBS Wealth Management August 2014 - December 2014
Morgan Stanley Wealth Management October 2013 - July 2014
UBS March 2013 - September 2013
Bank of America October 2008 - March 2013
Skills
Banking, Retail Banking, Cash Management, Cross Selling, Finance, Financial Risk, Relationship Management, Financial Services, Branch Banking, Wealth Management, Investments, Financial Advisory, Customer Service, Microsoft Excel
Education
Western Washington University 2013 — 2015
Bachelor of Business Administration (BBA), Finance
Cascadia Community College 2012 — 2013
Associates Integrated Studies, Business Administration and Management, General
J.P. Morgan June 2015 - Present
UBS Wealth Management August 2014 - December 2014
Morgan Stanley Wealth Management October 2013 - July 2014
UBS March 2013 - September 2013
Bank of America October 2008 - March 2013
Skills
Banking, Retail Banking, Cash Management, Cross Selling, Finance, Financial Risk, Relationship Management, Financial Services, Branch Banking, Wealth Management, Investments, Financial Advisory, Customer Service, Microsoft Excel
Education
Western Washington University 2013 — 2015
Bachelor of Business Administration (BBA), Finance
Cascadia Community College 2012 — 2013
Associates Integrated Studies, Business Administration and Management, General
Erika Gamble's Morgan Stanley Wealth Management Experience June 2012 - Present
Job Work Force Management Analyst at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2012 - Present
Morgan Stanley Wealth Management February 2012 - June 2012
Skills
Strategic Communications, Writing, Communication, Sales, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Independent Thinking, Problem Solving, Recruiting, Avaya, Call Centers, Sales Management, Workforce Management, Analysis
Education
Central Michigan University 2012 — 2014
Master's degree, Human Resources Management/Personnel Administration, General
The Ohio State University 2006 — 2010
Bachelor of Arts, English
Morgan Stanley Wealth Management June 2012 - Present
Morgan Stanley Wealth Management February 2012 - June 2012
Skills
Strategic Communications, Writing, Communication, Sales, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Independent Thinking, Problem Solving, Recruiting, Avaya, Call Centers, Sales Management, Workforce Management, Analysis
Education
Central Michigan University 2012 — 2014
Master's degree, Human Resources Management/Personnel Administration, General
The Ohio State University 2006 — 2010
Bachelor of Arts, English
Clare Hiatt, CFP®'s Morgan Stanley Wealth Management Experience 1995 - 2005
Job Associate Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2009 - Present
Wachovia Securities, LLC 2005 - 2009
Morgan Stanley Wealth Management 1995 - 2005
Education
California State University-Hayward 1986 — 1988
Master of Business Administration (M.B.A.), Management Science
UC Davis 1978 — 1982
Bachelor of Arts (B.A.), Economics
Wells Fargo Advisors, LLC 2009 - Present
Wachovia Securities, LLC 2005 - 2009
Morgan Stanley Wealth Management 1995 - 2005
Education
California State University-Hayward 1986 — 1988
Master of Business Administration (M.B.A.), Management Science
UC Davis 1978 — 1982
Bachelor of Arts (B.A.), Economics
Rohit Nadkarni's Morgan Stanley Wealth Management Experience July 2013 - September 2013
Job Data Operations Analyst at PitchBook Data
Industry Financial Services
Experience
PitchBook Data May 2015 - Present
Morgan Stanley April 2014 - February 2015
Morgan Stanley Wealth Management July 2013 - September 2013
DNA Response, Inc. July 2013 - September 2013
BH Fitness June 2012 - August 2012
Zoomingo, Inc December 2011 - February 2012
Livemocha May 2009 - August 2009
Skills
SQL, Microsoft Excel, Financial Analysis, Financial Modeling, Tableau, Private Equity, Venture Capital, Social Media Marketing, Marketing, PowerPoint, Public Relations, Marketing Research, Entrepreneurship, Microsoft Word, Microsoft Access, Financial Reporting, Fundamental Analysis, Technical Analysis, Quantitative Analysis, Portfolio Management, UMA Investment Proposals, SWOT analysis, Morningstar, 3D Systems, Thompson One
Education
Chapman University, The George L. Argyros School of Business and Economics 2009 — 2014
Bachelor of Science (BS), Business Administration
Eastside Preparatory School 2005 — 2009
PitchBook Data May 2015 - Present
Morgan Stanley April 2014 - February 2015
Morgan Stanley Wealth Management July 2013 - September 2013
DNA Response, Inc. July 2013 - September 2013
BH Fitness June 2012 - August 2012
Zoomingo, Inc December 2011 - February 2012
Livemocha May 2009 - August 2009
Skills
SQL, Microsoft Excel, Financial Analysis, Financial Modeling, Tableau, Private Equity, Venture Capital, Social Media Marketing, Marketing, PowerPoint, Public Relations, Marketing Research, Entrepreneurship, Microsoft Word, Microsoft Access, Financial Reporting, Fundamental Analysis, Technical Analysis, Quantitative Analysis, Portfolio Management, UMA Investment Proposals, SWOT analysis, Morningstar, 3D Systems, Thompson One
Education
Chapman University, The George L. Argyros School of Business and Economics 2009 — 2014
Bachelor of Science (BS), Business Administration
Eastside Preparatory School 2005 — 2009
Diane G. Nebinger Diane G. Nebinger's Morgan Stanley Wealth Management Experience January 1985 - January 1987
Job Consultant
Industry Financial Services
Experience
Wells Fargo Advisors January 1994 - May 2012
Jacoby & Meyers and Associates LLP January 1992 - January 1994
Oppenheimer & Co. January 1990 - 1992
PwC January 1987 - January 1990
Morgan Stanley Wealth Management January 1985 - January 1987
Merrill Lynch January 1980 - January 1985
Skills
Estate Planning, Sales, Securities, Non-fiction, Insurance, Investments, Editing, Microsoft Office, Budgets, Management, Microsoft Word, Team Building, Customer Service, Microsoft Excel, Leadership, PowerPoint
Education
Hunter College
Economics
Marymount Manhattan College
Business Administration and Management, General
Western Connecticut State University
General Studies
Wells Fargo Advisors January 1994 - May 2012
Jacoby & Meyers and Associates LLP January 1992 - January 1994
Oppenheimer & Co. January 1990 - 1992
PwC January 1987 - January 1990
Morgan Stanley Wealth Management January 1985 - January 1987
Merrill Lynch January 1980 - January 1985
Skills
Estate Planning, Sales, Securities, Non-fiction, Insurance, Investments, Editing, Microsoft Office, Budgets, Management, Microsoft Word, Team Building, Customer Service, Microsoft Excel, Leadership, PowerPoint
Education
Hunter College
Economics
Marymount Manhattan College
Business Administration and Management, General
Western Connecticut State University
General Studies
Kathy Ioannou Kathy Ioannou's Morgan Stanley Wealth Management Experience January 2013 - Present
Job IT Security
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Morgan Stanley Wealth Management January 2013 - Present
Morgan Stanley January 2012 - Present
Morgan Stanley May 2006 - February 2012
Associated Press 2002 - 2006
BMG Entertainment 1994 - 2002
Deloitte September 1988 - June 1994
Skills
Risk Management, Vendor Management, IT Strategy, Information Security, Program Management, Management, Business Analysis, Governance, Disaster Recovery, IT Management, SDLC, Information Technology, Project Management, Security, Integration, Enterprise Architecture, ITIL, Change Management, Software Documentation, Visio, IT Security Policies, Penetration Testing, Vulnerability Management, Threat & Vulnerability...
Education
City University of New York-Brooklyn College
Biology
Morgan Stanley March 2015 - Present
Morgan Stanley Wealth Management January 2013 - Present
Morgan Stanley January 2012 - Present
Morgan Stanley May 2006 - February 2012
Associated Press 2002 - 2006
BMG Entertainment 1994 - 2002
Deloitte September 1988 - June 1994
Skills
Risk Management, Vendor Management, IT Strategy, Information Security, Program Management, Management, Business Analysis, Governance, Disaster Recovery, IT Management, SDLC, Information Technology, Project Management, Security, Integration, Enterprise Architecture, ITIL, Change Management, Software Documentation, Visio, IT Security Policies, Penetration Testing, Vulnerability Management, Threat & Vulnerability...
Education
City University of New York-Brooklyn College
Biology
Esther Fishman, CFP®'s Morgan Stanley Wealth Management Experience August 2006 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Riverdale Community Center 2014 - Present
Morgan Stanley Wealth Management August 2006 - Present
Hunter College Division of Continuing Education 2011 - Present
Westchester Community College Division of Continuing Education 2010 - Present
Middlesex County College Department of Professional and Community Programs 2013 - Present
Center for Continuing Education 2011 - Present
Adult School of the Chathams, Madison and Florham Park 2013 - Present
Rutherford Adult School 2010 - Present
Chappaqua Continuing Education 2011 - Present
Warren County Community College 2014 - 2014
Education
City University of New York-Brooklyn College 1975 — 1978
B.S. summa cum laude
Riverdale Community Center 2014 - Present
Morgan Stanley Wealth Management August 2006 - Present
Hunter College Division of Continuing Education 2011 - Present
Westchester Community College Division of Continuing Education 2010 - Present
Middlesex County College Department of Professional and Community Programs 2013 - Present
Center for Continuing Education 2011 - Present
Adult School of the Chathams, Madison and Florham Park 2013 - Present
Rutherford Adult School 2010 - Present
Chappaqua Continuing Education 2011 - Present
Warren County Community College 2014 - 2014
Education
City University of New York-Brooklyn College 1975 — 1978
B.S. summa cum laude
Christine Muir Christine Muir's Morgan Stanley Wealth Management Experience December 2011 - December 2012
Job Registered Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 2014 - Present
Wells Fargo Advisors December 2012 - October 2014
Morgan Stanley Wealth Management December 2011 - December 2012
Morgan Stanley Wealth Management July 2009 - December 2011
Smith Barney November 2006 - July 2009
Smtih Barney February 2006 - November 2006
Education
California State University-Northridge
Bachelor of Arts, Media Management
Wells Fargo Advisors October 2014 - Present
Wells Fargo Advisors December 2012 - October 2014
Morgan Stanley Wealth Management December 2011 - December 2012
Morgan Stanley Wealth Management July 2009 - December 2011
Smith Barney November 2006 - July 2009
Smtih Barney February 2006 - November 2006
Education
California State University-Northridge
Bachelor of Arts, Media Management
Keller Nicolas Keller Nicolas's Morgan Stanley Wealth Management Experience January 2011 - Present
Job Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2011 - Present
Morgan Stanley Smith Barney January 2007 - January 2011
Smith Barney January 2004 - January 2007
Smith Barney January 2001 - January 2004
Salomon Smith Barney January 1999 - January 2001
Smith Barney May 1998 - January 1999
West Publishing Company 1990 - 1997
Gibson, Dunn & Crutcher LLP 1988 - 1990
Skills
Asset Allocation, Mutual Funds, Wealth Management, Asset Management, Leadership, Project Management, Microsoft Office, Process Improvement, Financial Modeling, Finance, Business Analysis
Education
Chubb Computer Services' Corporate Training Division 1997 — 1997
Certificate of Achievement - MVS TOP GUN
Yale Law School 1985 — 1988
Doctor of Law (JD), Law
City University of New York City College 1977 — 1981
Bachelor of Science (BS), Biology, General
Morgan Stanley Wealth Management January 2011 - Present
Morgan Stanley Smith Barney January 2007 - January 2011
Smith Barney January 2004 - January 2007
Smith Barney January 2001 - January 2004
Salomon Smith Barney January 1999 - January 2001
Smith Barney May 1998 - January 1999
West Publishing Company 1990 - 1997
Gibson, Dunn & Crutcher LLP 1988 - 1990
Skills
Asset Allocation, Mutual Funds, Wealth Management, Asset Management, Leadership, Project Management, Microsoft Office, Process Improvement, Financial Modeling, Finance, Business Analysis
Education
Chubb Computer Services' Corporate Training Division 1997 — 1997
Certificate of Achievement - MVS TOP GUN
Yale Law School 1985 — 1988
Doctor of Law (JD), Law
City University of New York City College 1977 — 1981
Bachelor of Science (BS), Biology, General
Vera Lui's Morgan Stanley Wealth Management Experience November 2012 - November 2013
Job Account and Marketing Executive at Newegg.com
Industry Marketing and Advertising
Experience
Newegg.com - Rosewill May 2014 - Present
Hilton Worldwide October 2013 - May 2014
Morgan Stanley Wealth Management November 2012 - November 2013
ShoutAmp November 2011 - March 2012
Skills
Social Media Marketing, Microsoft Office, Google Analytics, Outlook, PowerPoint, Excel, Prezi, Google Adwords, Marketing Strategy, Keyword Advertising, Market Analysis, Consumer Behaviour, Team Leadership, SEO, MRI, Teamwork, Advertising, Microsoft Excel, Sales, Market Research, Social Media, Lead Generation, Online Marketing, Training, Time Management, Social Networking, Customer Service, Web Design, Facebook, Marketing Research
Education
California State University-Fullerton
Bachelor of Business Administration (B.B.A.), Marketing
Newegg.com - Rosewill May 2014 - Present
Hilton Worldwide October 2013 - May 2014
Morgan Stanley Wealth Management November 2012 - November 2013
ShoutAmp November 2011 - March 2012
Skills
Social Media Marketing, Microsoft Office, Google Analytics, Outlook, PowerPoint, Excel, Prezi, Google Adwords, Marketing Strategy, Keyword Advertising, Market Analysis, Consumer Behaviour, Team Leadership, SEO, MRI, Teamwork, Advertising, Microsoft Excel, Sales, Market Research, Social Media, Lead Generation, Online Marketing, Training, Time Management, Social Networking, Customer Service, Web Design, Facebook, Marketing Research
Education
California State University-Fullerton
Bachelor of Business Administration (B.B.A.), Marketing
Michael Aldorasi Michael Aldorasi's Morgan Stanley Wealth Management Experience 2009 - Present
Job IT Program Manager, VP at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley Wealth Management 2009 - Present
Citigroup 2005 - 2009
Smith Barney 1996 - 2002
Skills
Agile Methodologies, Business Analysis, Enterprise Architecture, IT Management, IT Operations, IT Strategy, SDLC
Education
City University of New York-College of Staten Island
Bachelor of Science (BS), Computer Science
Morgan Stanley Wealth Management 2009 - Present
Citigroup 2005 - 2009
Smith Barney 1996 - 2002
Skills
Agile Methodologies, Business Analysis, Enterprise Architecture, IT Management, IT Operations, IT Strategy, SDLC
Education
City University of New York-College of Staten Island
Bachelor of Science (BS), Computer Science
Ewa Gibbons Ewa Gibbons's Morgan Stanley Wealth Management Experience November 2004 - August 2006
Job Investment Advisory Program Development at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2015 - Present
Morgan Stanley Wealth Management Investment Products & Services November 2012 - July 2014
Morgan Stanley Wealth Management Investment Products & Services February 2008 - November 2012
Morgan Stanley Private Wealth Management Operations May 2005 - February 2008
Morgan Stanley Wealth Management November 2004 - August 2006
Brown Brothers Harriman Investment Management Operations November 2002 - November 2004
Brown Brothers Harriman Investment Management Systems November 2000 - November 2002
Brown Brothers Harriman International Investment Management August 1997 - May 2000
Skills
Business Analysis, Trading Systems, Portfolio Management, Asset Allocation, Wealth Management, Asset Management, Capital Markets, Series 7, Series 63, SDLC, Financial Services, Securities, Fixed Income, Equities, Alternative Investments, Mutual Funds, ETFs, Hedge Funds, Risk Management, Series 66
Education
Carnegie Mellon University 1993 — 1997
Bachelor’s Degree, Economics / Industrial Management
Edward Jones September 2015 - Present
Morgan Stanley Wealth Management Investment Products & Services November 2012 - July 2014
Morgan Stanley Wealth Management Investment Products & Services February 2008 - November 2012
Morgan Stanley Private Wealth Management Operations May 2005 - February 2008
Morgan Stanley Wealth Management November 2004 - August 2006
Brown Brothers Harriman Investment Management Operations November 2002 - November 2004
Brown Brothers Harriman Investment Management Systems November 2000 - November 2002
Brown Brothers Harriman International Investment Management August 1997 - May 2000
Skills
Business Analysis, Trading Systems, Portfolio Management, Asset Allocation, Wealth Management, Asset Management, Capital Markets, Series 7, Series 63, SDLC, Financial Services, Securities, Fixed Income, Equities, Alternative Investments, Mutual Funds, ETFs, Hedge Funds, Risk Management, Series 66
Education
Carnegie Mellon University 1993 — 1997
Bachelor’s Degree, Economics / Industrial Management
Clint Spivey's Morgan Stanley Wealth Management Experience April 2014 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2014 - Present
JPMorgan Chase June 2011 - March 2014
Municipal Services Group September 2005 - June 2011
DaimlerChrysler Financial Services January 1999 - July 2005
Ford Motor Credit Company February 1996 - January 1999
Education
California Lutheran University 2013 — 2015
Master of Business Administration (MBA), Financial Planning and Services
Saint Mary's College of California 1982 — 1986
B.S., Business Adminstration & Economics
Morgan Stanley Wealth Management April 2014 - Present
JPMorgan Chase June 2011 - March 2014
Municipal Services Group September 2005 - June 2011
DaimlerChrysler Financial Services January 1999 - July 2005
Ford Motor Credit Company February 1996 - January 1999
Education
California Lutheran University 2013 — 2015
Master of Business Administration (MBA), Financial Planning and Services
Saint Mary's College of California 1982 — 1986
B.S., Business Adminstration & Economics
Robert Bratman's Morgan Stanley Wealth Management Experience May 2014 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
Morgan Stanley Wealth Management May 2014 - Present
Morgan Stanley Wealth Management June 2012 - May 2014
Helping Hand Tutoring Inc. August 2008 - August 2012
ASM Pharmacy Corp. September 2007 - June 2012
UBS Wealth Management May 2011 - August 2011
AXA Advisors May 2010 - September 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, HTML, SPSS, QuickBooks, Foreign Exchange Risk..., Futures Trading, Forwards, Trading, Investments, Access, Accounting, Budgets, Management, Portfolio Management
Education
Brooklyn College 2008 — 2012
Bachelor Degree, Business Management & Finance
Morgan Stanley September 2015 - Present
Morgan Stanley Wealth Management May 2014 - Present
Morgan Stanley Wealth Management June 2012 - May 2014
Helping Hand Tutoring Inc. August 2008 - August 2012
ASM Pharmacy Corp. September 2007 - June 2012
UBS Wealth Management May 2011 - August 2011
AXA Advisors May 2010 - September 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, HTML, SPSS, QuickBooks, Foreign Exchange Risk..., Futures Trading, Forwards, Trading, Investments, Access, Accounting, Budgets, Management, Portfolio Management
Education
Brooklyn College 2008 — 2012
Bachelor Degree, Business Management & Finance
Bailey Foote Bailey Foote's Morgan Stanley Wealth Management Experience May 2013 - August 2013
Job Analyst
Industry Financial Services
Experience
MADEIRA GLOBAL April 2015 - September 2015
The Line January 2014 - March 2015
The Line September 2013 - December 2013
Morgan Stanley Wealth Management May 2013 - August 2013
Yves Saint Laurent January 2013 - April 2013
Gilt Groupe June 2012 - August 2012
Brioni Group September 2011 - June 2012
Skills
Fashion, Apparel, Analytics, Luxury Goods, Marketing Strategy, Business Strategy, Market Research, Marketing, Website Development, Entrepreneurship, Data Analysis
Education
Parsons School of Design 2012 — 2017
Bachelor of Business Administration (BBA), Strategic Design & Management
The London School of Economics and Political Science (LSE) 2015 — 2016
Choate Rosemary Hall
MADEIRA GLOBAL April 2015 - September 2015
The Line January 2014 - March 2015
The Line September 2013 - December 2013
Morgan Stanley Wealth Management May 2013 - August 2013
Yves Saint Laurent January 2013 - April 2013
Gilt Groupe June 2012 - August 2012
Brioni Group September 2011 - June 2012
Skills
Fashion, Apparel, Analytics, Luxury Goods, Marketing Strategy, Business Strategy, Market Research, Marketing, Website Development, Entrepreneurship, Data Analysis
Education
Parsons School of Design 2012 — 2017
Bachelor of Business Administration (BBA), Strategic Design & Management
The London School of Economics and Political Science (LSE) 2015 — 2016
Choate Rosemary Hall
George J. Khadige George J. Khadige's Morgan Stanley Wealth Management Experience September 1999 - July 2002
Job Sector HQ Controller, Electrical Sector
Industry Electrical/Electronic Manufacturing
Experience
Eaton July 2014 - Present
Eaton January 2011 - July 2014
Eaton April 2007 - January 2011
Eaton January 2006 - March 2007
Eaton January 2005 - December 2005
KeyCorp July 2002 - January 2005
Morgan Stanley Wealth Management September 1999 - July 2002
PwC May 1997 - June 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, Java, Management, Risk Management, Auditing, Finance, Internal Audit, Financial Analysis
Education
Case Western Reserve University
Bachelor of Science (B.S.), Accounting
Lake Ridge Academy
High School Diploma, College Preparatory Program
Morgan Stanley Dean Witter Financial Advisor’s Training Program
FA Certification, Sales and Investment, and Portfolio Management
US Army J. F. K. Special Warfare Center
Diploma, Psychological Operations
Eaton July 2014 - Present
Eaton January 2011 - July 2014
Eaton April 2007 - January 2011
Eaton January 2006 - March 2007
Eaton January 2005 - December 2005
KeyCorp July 2002 - January 2005
Morgan Stanley Wealth Management September 1999 - July 2002
PwC May 1997 - June 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, Java, Management, Risk Management, Auditing, Finance, Internal Audit, Financial Analysis
Education
Case Western Reserve University
Bachelor of Science (B.S.), Accounting
Lake Ridge Academy
High School Diploma, College Preparatory Program
Morgan Stanley Dean Witter Financial Advisor’s Training Program
FA Certification, Sales and Investment, and Portfolio Management
US Army J. F. K. Special Warfare Center
Diploma, Psychological Operations
Cameron Reeder's Morgan Stanley Wealth Management Experience September 2005 - January 2009
Job Executive Recruiter
Industry Hospital & Health Care
Experience
Executive Recruiters 2012 - Present
Allied Industries, Inc January 2009 - December 2011
Morgan Stanley Wealth Management September 2005 - January 2009
ADP September 2003 - September 2005
Target September 1996 - September 2003
Skills
Client Relations Skills, Customer Service, Management, Consultative Selling..., Cold Calling, Recruiting, Marketing, Negotiation, Healthcare, Applicant Tracking..., Sales, Sales Management, Hospitals, Insurance, Leadership, Training, Client Relations, Healthcare Management, Nursing, Patient Safety, Healthcare Information..., EMR, Healthcare Consulting, Acute Care, Critical Care
Education
California State Polytechnic University-Pomona
Bachelor of Science, Management and Human Resources
Executive Recruiters 2012 - Present
Allied Industries, Inc January 2009 - December 2011
Morgan Stanley Wealth Management September 2005 - January 2009
ADP September 2003 - September 2005
Target September 1996 - September 2003
Skills
Client Relations Skills, Customer Service, Management, Consultative Selling..., Cold Calling, Recruiting, Marketing, Negotiation, Healthcare, Applicant Tracking..., Sales, Sales Management, Hospitals, Insurance, Leadership, Training, Client Relations, Healthcare Management, Nursing, Patient Safety, Healthcare Information..., EMR, Healthcare Consulting, Acute Care, Critical Care
Education
California State Polytechnic University-Pomona
Bachelor of Science, Management and Human Resources
Jonathan Wasserman Jonathan Wasserman's Morgan Stanley Wealth Management Experience March 2006 - May 2008
Job Founder/COO of Stonemill International, Inc.
Industry Consumer Services
Experience
Stonemill Internatioanl, Inc. September 2014 - Present
Cynergy Holding Group Inc. November 2008 - June 2014
Morgan Stanley Wealth Management March 2006 - May 2008
Fagenson & Co November 1995 - September 2005
Skills
Business Development, Sales, Entrepreneurship, Management, Leadership, New Business Development, Sales Management, Sales Operations, Direct Sales, Wealth Management, Sales Presentations, Operations Management, Financial Risk, Wealth Management..., Risk Management, Strategic Planning, Marketing Strategy, Marketing, Advertising, Direct Marketing, Email Marketing
Education
City University of New York-College of Staten Island 1989 — 1993
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Stonemill Internatioanl, Inc. September 2014 - Present
Cynergy Holding Group Inc. November 2008 - June 2014
Morgan Stanley Wealth Management March 2006 - May 2008
Fagenson & Co November 1995 - September 2005
Skills
Business Development, Sales, Entrepreneurship, Management, Leadership, New Business Development, Sales Management, Sales Operations, Direct Sales, Wealth Management, Sales Presentations, Operations Management, Financial Risk, Wealth Management..., Risk Management, Strategic Planning, Marketing Strategy, Marketing, Advertising, Direct Marketing, Email Marketing
Education
City University of New York-College of Staten Island 1989 — 1993
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Kyle Russell Munroe's Morgan Stanley Wealth Management Experience 2008 - 2009
Job Writing, Teaching
Industry Writing and Editing
Experience
Morgan Stanley Wealth Management 2008 - 2009
Abu Dhabi University April 2007 - November 2008
Yunnan Normal University 1999 - 2001
East West Consulting (Japan) 1993 - 1995
Los Angeles Unified School District 1981 - 1982
CREATIVE MARKETING 1977 - 1980
Skills
writing, marketing,..., Distance Learning, Public Speaking, Retaining Customers, Career Counseling, Research, Teacher Training, Teaching English as a..., Curriculum Design, Curriculum Development, ESL, Proofreading, Creative Writing, Blogging, Leadership Development, Workshop Facilitation, Intercultural..., English, Editing, Books, Copy Editing, Teaching
Education
California State University-Los Angeles 1980 — 1981
Adult Education Certificate, English as a Second Language/Adult Education
The University of Texas at Austin 1974 — 1976
BA, Liberal Arts/English
St. John's College (NM) 1972 — 1973
Classics of Greece
W. B. Ray High 1971 — 1973
diploma
Morgan Stanley Wealth Management 2008 - 2009
Abu Dhabi University April 2007 - November 2008
Yunnan Normal University 1999 - 2001
East West Consulting (Japan) 1993 - 1995
Los Angeles Unified School District 1981 - 1982
CREATIVE MARKETING 1977 - 1980
Skills
writing, marketing,..., Distance Learning, Public Speaking, Retaining Customers, Career Counseling, Research, Teacher Training, Teaching English as a..., Curriculum Design, Curriculum Development, ESL, Proofreading, Creative Writing, Blogging, Leadership Development, Workshop Facilitation, Intercultural..., English, Editing, Books, Copy Editing, Teaching
Education
California State University-Los Angeles 1980 — 1981
Adult Education Certificate, English as a Second Language/Adult Education
The University of Texas at Austin 1974 — 1976
BA, Liberal Arts/English
St. John's College (NM) 1972 — 1973
Classics of Greece
W. B. Ray High 1971 — 1973
diploma
Linda Troia, PMP's Morgan Stanley Wealth Management Experience November 2014 - Present
Job Risk Officer at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2014 - Present
Morgan Stanley January 2012 - November 2014
Morgan Stanley November 2008 - January 2012
Morgan Stanley June 2005 - October 2008
Morgan Stanley December 2003 - June 2005
Skills
IT Management, Risk Management, Vendor Management, Time Management, PMP, ITIL, Disaster Recovery, IT Strategy, Management, Project Management, Software Documentation, Business Continuity, Team Leadership, Project Planning
Education
City University of New York City College
Morgan Stanley Wealth Management November 2014 - Present
Morgan Stanley January 2012 - November 2014
Morgan Stanley November 2008 - January 2012
Morgan Stanley June 2005 - October 2008
Morgan Stanley December 2003 - June 2005
Skills
IT Management, Risk Management, Vendor Management, Time Management, PMP, ITIL, Disaster Recovery, IT Strategy, Management, Project Management, Software Documentation, Business Continuity, Team Leadership, Project Planning
Education
City University of New York City College
Patrick Boykin's Morgan Stanley Wealth Management Experience October 2008 - Present
Job Sr. Registered Assistant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2008 - Present
Education
Catonsville Community College 1984 — 1986
Associate of Arts (AA), Criminal Justice/Law Enforcement Administration
Blue Ridge 1978 — 1981
College Prep
Morgan Stanley Wealth Management October 2008 - Present
Education
Catonsville Community College 1984 — 1986
Associate of Arts (AA), Criminal Justice/Law Enforcement Administration
Blue Ridge 1978 — 1981
College Prep
Jerry Duke's Morgan Stanley Wealth Management Experience 2006 - 2008
Job Director Of Field Merchandising
Industry Wine and Spirits
Experience
Youngs Market Company September 2010 - Present
Wells Fargo Advisors 2008 - 2010
Morgan Stanley Wealth Management 2006 - 2008
Skills
Investments, Strategic Financial..., Wealth Management, Series 7, Sales, Finance, Retirement Planning, Banking, Financial Services, Sales Management, Financial Analysis, Mutual Funds, Wine & Spirits Industry, Consumer Products, Wine, Direct Sales, Account Management
Education
California State University-Sacramento 2002 — 2006
Bachelor of Science (BS), Business Finance
Youngs Market Company September 2010 - Present
Wells Fargo Advisors 2008 - 2010
Morgan Stanley Wealth Management 2006 - 2008
Skills
Investments, Strategic Financial..., Wealth Management, Series 7, Sales, Finance, Retirement Planning, Banking, Financial Services, Sales Management, Financial Analysis, Mutual Funds, Wine & Spirits Industry, Consumer Products, Wine, Direct Sales, Account Management
Education
California State University-Sacramento 2002 — 2006
Bachelor of Science (BS), Business Finance
Melany Rodriguez's Morgan Stanley Wealth Management Experience May 2013 - Present
Job HNW Lending Product and Support Specialist at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2013 - Present
Smith Barney August 2010 - May 2013
Cit Smith Barney August 2005 - August 2010
Skills
Series 7, Series 63, Investments, Wealth Management, Uniform Combined State..., FINRA, Securities, Portfolio Management, Banking, Financial Services, Microsoft Excel, Finance, Insurance, Mutual Funds
Education
City University of New York-Herbert H. Lehman College 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Morgan Stanley Wealth Management May 2013 - Present
Smith Barney August 2010 - May 2013
Cit Smith Barney August 2005 - August 2010
Skills
Series 7, Series 63, Investments, Wealth Management, Uniform Combined State..., FINRA, Securities, Portfolio Management, Banking, Financial Services, Microsoft Excel, Finance, Insurance, Mutual Funds
Education
City University of New York-Herbert H. Lehman College 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
John Iannici's Morgan Stanley Wealth Management Experience January 2008 - Present
Job Corporate Equity Solutions at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2008 - Present
Moragn Stanley Wealth Management November 2004 - January 2008
Morgan Stanley Wealth Management March 2001 - November 2004
Merrill Lynch, Pierce, Fenner & Smith, Inc. January 2000 - March 2001
Education
City University of New York
Bachelor of Science, Finance
Morgan Stanley Wealth Management January 2008 - Present
Moragn Stanley Wealth Management November 2004 - January 2008
Morgan Stanley Wealth Management March 2001 - November 2004
Merrill Lynch, Pierce, Fenner & Smith, Inc. January 2000 - March 2001
Education
City University of New York
Bachelor of Science, Finance
Shelly Hance's Morgan Stanley Wealth Management Experience April 2010 - October 2013
Job Sr. Director, Human Resources at Participant Media
Industry Entertainment
Experience
Participant Media October 2013 - Present
Morgan Stanley Wealth Management April 2010 - October 2013
Brash Entertainment July 2008 - November 2008
New Line Cinema September 2007 - July 2008
Warner Home Video July 2004 - September 2007
Warner Music Group January 2002 - July 2004
Rhino Entertainment August 1999 - December 2001
Skills
Employee Relations, Talent Management, Management, Human Resources, Deferred Compensation, Succession Planning, Mergers & Acquisitions, Onboarding, Employee Benefits
Education
California State University-Northridge
B.S.
Participant Media October 2013 - Present
Morgan Stanley Wealth Management April 2010 - October 2013
Brash Entertainment July 2008 - November 2008
New Line Cinema September 2007 - July 2008
Warner Home Video July 2004 - September 2007
Warner Music Group January 2002 - July 2004
Rhino Entertainment August 1999 - December 2001
Skills
Employee Relations, Talent Management, Management, Human Resources, Deferred Compensation, Succession Planning, Mergers & Acquisitions, Onboarding, Employee Benefits
Education
California State University-Northridge
B.S.
Megan Hammer's Morgan Stanley Wealth Management Experience October 2002 - August 2003
Job at
Industry E-Learning
Experience
Conejo Valley Unified School District September 2015 - Present
The Bay Club Company September 2014 - July 2015
R.K. Hammer Investment Bankers September 2005 - September 2014
Crowell, Weedon & Co. August 2003 - July 2005
Morgan Stanley Wealth Management October 2002 - August 2003
Skills
Curriculum Development, Tutoring, Teaching, Event Planning, Retail, Microsoft Word, Social Networking, Event Management, Fundraising, Management, Research, Public Speaking, Customer Service, Microsoft Office, Leadership, Marketing, Social Media, Social Media Marketing
Education
California State University-Channel Islands School of Education 2010 — 2011
Multiple Subject Teaching Credential
California Lutheran University 1999 — 2001
B. A. Liberal Studies, with an emphasis in Business Marketing
Moorpark College 1995 — 1997
Associate of Arts (A.A.)
Conejo Valley Unified School District September 2015 - Present
The Bay Club Company September 2014 - July 2015
R.K. Hammer Investment Bankers September 2005 - September 2014
Crowell, Weedon & Co. August 2003 - July 2005
Morgan Stanley Wealth Management October 2002 - August 2003
Skills
Curriculum Development, Tutoring, Teaching, Event Planning, Retail, Microsoft Word, Social Networking, Event Management, Fundraising, Management, Research, Public Speaking, Customer Service, Microsoft Office, Leadership, Marketing, Social Media, Social Media Marketing
Education
California State University-Channel Islands School of Education 2010 — 2011
Multiple Subject Teaching Credential
California Lutheran University 1999 — 2001
B. A. Liberal Studies, with an emphasis in Business Marketing
Moorpark College 1995 — 1997
Associate of Arts (A.A.)
Charles Patton's Morgan Stanley Wealth Management Experience 2011 - 2011
Job Investment Manager
Industry Investment Management
Experience
Patton Investment Management LLC January 2009 - Present
Markit 2011 - 2013
Morgan Stanley Wealth Management 2011 - 2011
Bridgewater Associates 2008 - 2009
Barclays Investment Bank 2007 - 2008
Bank of America 2006 - 2006
Skills
Portfolio Management, Investment Advisory, Retirement Planning, Investments, Financial Analysis, Mutual Funds, Valuation, Financial Modeling, Asset Management, Banking
Education
Cass Business School 2009 — 2010
Master's Degree, Investment Management
Rensselaer Polytechnic Institute 2004 — 2007
Bachelor of Science (BS), Management
Patton Investment Management LLC January 2009 - Present
Markit 2011 - 2013
Morgan Stanley Wealth Management 2011 - 2011
Bridgewater Associates 2008 - 2009
Barclays Investment Bank 2007 - 2008
Bank of America 2006 - 2006
Skills
Portfolio Management, Investment Advisory, Retirement Planning, Investments, Financial Analysis, Mutual Funds, Valuation, Financial Modeling, Asset Management, Banking
Education
Cass Business School 2009 — 2010
Master's Degree, Investment Management
Rensselaer Polytechnic Institute 2004 — 2007
Bachelor of Science (BS), Management
Ricky Balkissoon's Morgan Stanley Wealth Management Experience May 2000 - Present
Job IT Project Lead at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2000 - Present
BNY Mellon March 1994 - May 2000
Skills
Requirements Gathering, SDLC, Requirements Analysis, Business Analysis, Visio, Business Requirements, Integration, PMO, Software Project..., Software Development, Unix, Agile Methodologies, SQL, Enterprise Architecture, Risk Management, IT Strategy, Databases, Vendor Management
Education
Long Island University, Brooklyn Campus 1995 — 1997
Master of Science (MS), Computer Science
Brooklyn College 1989 — 1991
Bachelor of Science (B.S.), Computer Science
CUNY New York City College of Technology 1987 — 1989
Associate of Science (A.S.), Data Processing
Morgan Stanley Wealth Management May 2000 - Present
BNY Mellon March 1994 - May 2000
Skills
Requirements Gathering, SDLC, Requirements Analysis, Business Analysis, Visio, Business Requirements, Integration, PMO, Software Project..., Software Development, Unix, Agile Methodologies, SQL, Enterprise Architecture, Risk Management, IT Strategy, Databases, Vendor Management
Education
Long Island University, Brooklyn Campus 1995 — 1997
Master of Science (MS), Computer Science
Brooklyn College 1989 — 1991
Bachelor of Science (B.S.), Computer Science
CUNY New York City College of Technology 1987 — 1989
Associate of Science (A.S.), Data Processing
Bernice Gonzalez, SPHR, SCP's Morgan Stanley Wealth Management Experience February 2014 - April 2015
Job Strategic HR Leader
Industry Human Resources
Experience
First American Title March 2015 - Present
Morgan Stanley Wealth Management February 2014 - April 2015
Capital Group September 2005 - February 2014
HireRight, Inc. June 2004 - June 2005
Sheffield Leasing, Inc. February 2003 - June 2004
Montgomery & Co., LLC August 1997 - February 2003
Skills
Succession Planning, Talent Management, Performance Management, Employee Relations, Onboarding, Organizational..., Human Resources, Talent Acquisition, Workforce Planning, Recruiting, Personnel Management, Leadership, HR Policies, College Recruiting, Job Analysis, Strategic HR, Compensation & Benefit, Employee Engagement, Applicant Tracking..., Benefits Administration, Program Management, HR Consulting, Interviews, PeopleSoft, Change Management, Deferred Compensation, Temporary Placement, HRIS, Employee Benefits, Organizational Design, Employer Branding, Organizational..., New Hire Orientations, Management, Compensation, Leadership Development, Conflict Resolution, Employee Training, Training, Process Improvement, Sourcing
Education
Chapman University 2010 — 2010
Best Practices Program Certificate, Organizational Development
University of California, Los Angeles 1990 — 1995
BA, English
First American Title March 2015 - Present
Morgan Stanley Wealth Management February 2014 - April 2015
Capital Group September 2005 - February 2014
HireRight, Inc. June 2004 - June 2005
Sheffield Leasing, Inc. February 2003 - June 2004
Montgomery & Co., LLC August 1997 - February 2003
Skills
Succession Planning, Talent Management, Performance Management, Employee Relations, Onboarding, Organizational..., Human Resources, Talent Acquisition, Workforce Planning, Recruiting, Personnel Management, Leadership, HR Policies, College Recruiting, Job Analysis, Strategic HR, Compensation & Benefit, Employee Engagement, Applicant Tracking..., Benefits Administration, Program Management, HR Consulting, Interviews, PeopleSoft, Change Management, Deferred Compensation, Temporary Placement, HRIS, Employee Benefits, Organizational Design, Employer Branding, Organizational..., New Hire Orientations, Management, Compensation, Leadership Development, Conflict Resolution, Employee Training, Training, Process Improvement, Sourcing
Education
Chapman University 2010 — 2010
Best Practices Program Certificate, Organizational Development
University of California, Los Angeles 1990 — 1995
BA, English
Steven S. Smith, MBA's Morgan Stanley Wealth Management Experience 2011 - Present
Job Partner with Platinum Wealth Partners, Inc.
Industry Investment Management
Experience
Platinum Wealth Partners, Inc. May 2013 - Present
Morgan Stanley Wealth Management 2011 - Present
Hewlett-Packard October 1999 - July 2009
Skills
Retirement Planning, Retirement Income...
Education
University of Phoenix 2008 — 2010
MBA, Finance
University of Pennsylvania - The Wharton School 2009 — 2009
Post-Graduate Studies, Investment Strategies and Portfolio Management
California State University-Sacramento 1997 — 1999
B.Sc., Information Technology and Statistics
Platinum Wealth Partners, Inc. May 2013 - Present
Morgan Stanley Wealth Management 2011 - Present
Hewlett-Packard October 1999 - July 2009
Skills
Retirement Planning, Retirement Income...
Education
University of Phoenix 2008 — 2010
MBA, Finance
University of Pennsylvania - The Wharton School 2009 — 2009
Post-Graduate Studies, Investment Strategies and Portfolio Management
California State University-Sacramento 1997 — 1999
B.Sc., Information Technology and Statistics
Connor Moutvic's Morgan Stanley Wealth Management Experience May 2013 - August 2013
Job Fund Administration at Cortland Capital Market Services
Industry Financial Services
Experience
Cortland Capital Market Services LLC June 2014 - Present
The University of Wisconsin-Madison June 2010 - Present
Bob-O-Link Golf Club March 2006 - Present
Morgan Stanley Wealth Management May 2013 - August 2013
Sagent Pharmaceuticals August 2011 - August 2011
Skills
Cost Accounting, Financial Markets, Stock Market, Portfolios, Excel, Team Leadership, Statistical Computing, Cultural Awareness, Portfolio Management, Data Analysis, Microsoft Excel, Microsoft Office
Education
University of Wisconsin-Madison 2010 — 2014
Business, Finance/Accounting, Senior
City University London 2012 — 2013
Finance, General, Junior
Lake Forest High School 2006 — 2010
Diploma
Cortland Capital Market Services LLC June 2014 - Present
The University of Wisconsin-Madison June 2010 - Present
Bob-O-Link Golf Club March 2006 - Present
Morgan Stanley Wealth Management May 2013 - August 2013
Sagent Pharmaceuticals August 2011 - August 2011
Skills
Cost Accounting, Financial Markets, Stock Market, Portfolios, Excel, Team Leadership, Statistical Computing, Cultural Awareness, Portfolio Management, Data Analysis, Microsoft Excel, Microsoft Office
Education
University of Wisconsin-Madison 2010 — 2014
Business, Finance/Accounting, Senior
City University London 2012 — 2013
Finance, General, Junior
Lake Forest High School 2006 — 2010
Diploma
Benjamin Bolander's Morgan Stanley Wealth Management Experience February 2013 - Present
Job Compensation Specialist at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2013 - Present
Licking Heights Local Schools August 2012 - January 2013
Delaware City Schools August 2010 - August 2012
Skills
Policy, Process Improvement, Communication, Microsoft Office, Organization, Training, Leadership, Customer Service, Research, Public Speaking, Editing, Data Analysis, Payroll, Microsoft Excel
Education
University of Michigan 2009 — 2010
Master of Arts (M.A.), Elementary Education
Cedarville University 2003 — 2007
Bachelor of Arts (B.A.), English Language and Literature
Morgan Stanley Wealth Management February 2013 - Present
Licking Heights Local Schools August 2012 - January 2013
Delaware City Schools August 2010 - August 2012
Skills
Policy, Process Improvement, Communication, Microsoft Office, Organization, Training, Leadership, Customer Service, Research, Public Speaking, Editing, Data Analysis, Payroll, Microsoft Excel
Education
University of Michigan 2009 — 2010
Master of Arts (M.A.), Elementary Education
Cedarville University 2003 — 2007
Bachelor of Arts (B.A.), English Language and Literature
Christian G. Holl's Morgan Stanley Wealth Management Experience December 2006 - September 2013
Job Financial Advisor
Industry Financial Services
Experience
Morgan Stanley Wealth Management December 2006 - September 2013
JPMorgan Chase August 1983 - December 2006
TransAmerica Travel Service 1979 - 1983
Skills
Fixed Income, Portfolio Management, Series 7, Investments, Bonds, Alternative Investments, Retirement Planning, Securities, Wealth Management, Capital Markets, Asset Allocation, Strategy, Strategic Planning, Asset Management, Mutual Funds, Banking, Equities, Hedge Funds, Retirement, Sales, Investment Advisory, Series 63, Wealth, Financial Advisory, Insurance, Trading, Investment Strategies, Strategic Financial..., Financial Services, Finance, FINRA
Education
City University of New York-Hunter College
BA&S, Theater/Film/Art/Communication
Morgan Stanley Wealth Management December 2006 - September 2013
JPMorgan Chase August 1983 - December 2006
TransAmerica Travel Service 1979 - 1983
Skills
Fixed Income, Portfolio Management, Series 7, Investments, Bonds, Alternative Investments, Retirement Planning, Securities, Wealth Management, Capital Markets, Asset Allocation, Strategy, Strategic Planning, Asset Management, Mutual Funds, Banking, Equities, Hedge Funds, Retirement, Sales, Investment Advisory, Series 63, Wealth, Financial Advisory, Insurance, Trading, Investment Strategies, Strategic Financial..., Financial Services, Finance, FINRA
Education
City University of New York-Hunter College
BA&S, Theater/Film/Art/Communication
Amy Rebelo's Morgan Stanley Wealth Management Experience September 2000 - Present
Job Vice President, FAA Curriculum Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2000 - Present
Skills
Series 7, Curriculum Design, Leadership
Education
Central Connecticut State University 1996 — 2000
Bachelor of Science (BS), Management Information Systems, General
Morgan Stanley Wealth Management September 2000 - Present
Skills
Series 7, Curriculum Design, Leadership
Education
Central Connecticut State University 1996 — 2000
Bachelor of Science (BS), Management Information Systems, General
Chaymen Costes's Morgan Stanley Wealth Management Experience April 2012 - September 2014
Job Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
Morgan Stanley December 2012 - September 2014
Morgan Stanley Wealth Management April 2012 - September 2014
Morgan Stanley January 2012 - April 2012
The Ohio State University October 2007 - March 2012
Advance Senior Support March 2011 - October 2011
The Sutliff Museum July 2008 - September 2008
GAP October 2004 - December 2007
Skills
Customer Service, Sales, Microsoft Excel, Research, Data Entry, PowerPoint, Microsoft Office, Series 7, Critical Thinking, Teamwork, Mutual Funds, Corporate Actions, 529 Plans, ACFE
Education
Carlow University 2013 — 2014
Master of Science (MS), Financial Forensics and Fraud Investigation
The Ohio State University 2006 — 2009
B.A., Anthropology
Morgan Stanley September 2014 - Present
Morgan Stanley December 2012 - September 2014
Morgan Stanley Wealth Management April 2012 - September 2014
Morgan Stanley January 2012 - April 2012
The Ohio State University October 2007 - March 2012
Advance Senior Support March 2011 - October 2011
The Sutliff Museum July 2008 - September 2008
GAP October 2004 - December 2007
Skills
Customer Service, Sales, Microsoft Excel, Research, Data Entry, PowerPoint, Microsoft Office, Series 7, Critical Thinking, Teamwork, Mutual Funds, Corporate Actions, 529 Plans, ACFE
Education
Carlow University 2013 — 2014
Master of Science (MS), Financial Forensics and Fraud Investigation
The Ohio State University 2006 — 2009
B.A., Anthropology
Curtis Falk's Morgan Stanley Wealth Management Experience November 2012 - June 2014
Job Complex Business Service Officer, First Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley Wealth Management November 2012 - June 2014
Morgan Stanley Wealth Management August 2011 - November 2013
Morgan Stanley Wealth Management January 2008 - August 2011
Raymond James Financial Inc. December 2006 - January 2008
Morgan Stanley Wealth Management September 2001 - December 2006
Morgan Stanley Wealth Management March 2000 - September 2001
Skills
Equities, Series 7, Series 65, Retirement Planning, Wealth Management, FINRA, Series 63, Alternative Investments, Asset Allocation, Portfolio Management, Uniform Combined State..., Mutual Funds, Fixed Income, Investment Strategies, Securities
Education
Saint Mary's College of California 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
California State University-East Bay 2003 — 2005
Bachelors, Business & Economics
Diablo Valley College 2000 — 2003
Associate's degree
Morgan Stanley June 2014 - Present
Morgan Stanley Wealth Management November 2012 - June 2014
Morgan Stanley Wealth Management August 2011 - November 2013
Morgan Stanley Wealth Management January 2008 - August 2011
Raymond James Financial Inc. December 2006 - January 2008
Morgan Stanley Wealth Management September 2001 - December 2006
Morgan Stanley Wealth Management March 2000 - September 2001
Skills
Equities, Series 7, Series 65, Retirement Planning, Wealth Management, FINRA, Series 63, Alternative Investments, Asset Allocation, Portfolio Management, Uniform Combined State..., Mutual Funds, Fixed Income, Investment Strategies, Securities
Education
Saint Mary's College of California 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
California State University-East Bay 2003 — 2005
Bachelors, Business & Economics
Diablo Valley College 2000 — 2003
Associate's degree
Folu Odunaiya's Morgan Stanley Wealth Management Experience June 2012 - Present
Job Retirement Support Services at Morgan Stanley Wealth Management
Industry Legal Services
Experience
Morgan Stanley Wealth Management June 2012 - Present
Fifth Third Bank January 2011 - June 2012
Limited Logistics Services November 2010 - January 2011
Ohio Commission on Dispute Resolution September 2009 - December 2009
McDonald Corporation December 2006 - August 2008
Frontgate Outlets January 2006 - January 2008
Ohio University June 2004 - August 2004
Ohio University 2004 - 2004
Skills
Microsoft Office, Customer Service, Outlook, •Legal: Proficient in...
Education
Capital University Law School 2010 — 2010
Certificate, Paralegal Studies
Ohio University 2003 — 2007
Bachelors, English
Ohio University
Obtained Bachelors of Arts Degree, Creative Writing
Capital University Law School
Obtained Paralegal Certificate
Morgan Stanley Wealth Management June 2012 - Present
Fifth Third Bank January 2011 - June 2012
Limited Logistics Services November 2010 - January 2011
Ohio Commission on Dispute Resolution September 2009 - December 2009
McDonald Corporation December 2006 - August 2008
Frontgate Outlets January 2006 - January 2008
Ohio University June 2004 - August 2004
Ohio University 2004 - 2004
Skills
Microsoft Office, Customer Service, Outlook, •Legal: Proficient in...
Education
Capital University Law School 2010 — 2010
Certificate, Paralegal Studies
Ohio University 2003 — 2007
Bachelors, English
Ohio University
Obtained Bachelors of Arts Degree, Creative Writing
Capital University Law School
Obtained Paralegal Certificate
Autumn Brown Garibay's Morgan Stanley Wealth Management Experience June 2011 - August 2011
Job Account Manager at Placecast
Industry Marketing and Advertising
Experience
Placecast September 2013 - Present
Sigma Kappa Sorority July 2012 - January 2015
Project One Gallery May 2012 - August 2013
Contract and Consulting Work October 2011 - March 2012
Morgan Stanley Wealth Management June 2011 - August 2011
DCI Donor Services March 2009 - May 2011
Girl Scouts Heart of Central California December 2006 - March 2009
Girl Scouts Heart of Central California August 2005 - December 2006
Skills
Marketing, Marketing Strategy, Brand Management, Web Development, Market Penetration, Event Planning, Research, Editing, Staff Development, Social Media, Non-profits, Public Speaking, Media Relations, Nonprofits, Public Relations, Social Media Marketing, Training, Community Outreach, Fundraising, Program Management, Management, Advertising, Market Research, Budgets
Education
CSU Sacramento 2005 — 2008
BA, Public Relations, Marketing
California State University-Long Beach 2003 — 2005
BA, Public Relations
Placecast September 2013 - Present
Sigma Kappa Sorority July 2012 - January 2015
Project One Gallery May 2012 - August 2013
Contract and Consulting Work October 2011 - March 2012
Morgan Stanley Wealth Management June 2011 - August 2011
DCI Donor Services March 2009 - May 2011
Girl Scouts Heart of Central California December 2006 - March 2009
Girl Scouts Heart of Central California August 2005 - December 2006
Skills
Marketing, Marketing Strategy, Brand Management, Web Development, Market Penetration, Event Planning, Research, Editing, Staff Development, Social Media, Non-profits, Public Speaking, Media Relations, Nonprofits, Public Relations, Social Media Marketing, Training, Community Outreach, Fundraising, Program Management, Management, Advertising, Market Research, Budgets
Education
CSU Sacramento 2005 — 2008
BA, Public Relations, Marketing
California State University-Long Beach 2003 — 2005
BA, Public Relations
Samantha-Jodie Juan's Morgan Stanley Wealth Management Experience July 2012 - November 2012
Job Customer Service Representative at Expeditors
Industry Government Administration
Experience
Expeditors April 2013 - Present
Morgan Stanley Wealth Management July 2012 - November 2012
City of Los Angeles November 2010 - August 2012
Chevron May 2010 - January 2011
Los Angeles City College September 2009 - May 2010
Skills
Financial Reporting, Financial Analysis, Microsoft Excel, Microsoft Word, Accounts Payable, Capital Budgeting, Financial Accounting
Education
California State University-Long Beach 2011 — 2013
Bachelors in Science, Finance, 3.75
Expeditors April 2013 - Present
Morgan Stanley Wealth Management July 2012 - November 2012
City of Los Angeles November 2010 - August 2012
Chevron May 2010 - January 2011
Los Angeles City College September 2009 - May 2010
Skills
Financial Reporting, Financial Analysis, Microsoft Excel, Microsoft Word, Accounts Payable, Capital Budgeting, Financial Accounting
Education
California State University-Long Beach 2011 — 2013
Bachelors in Science, Finance, 3.75
Daniel Baum's Morgan Stanley Wealth Management Experience August 2013 - Present
Job Associate, Fixed Income Sales & Trading at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2013 - Present
Morgan Stanley Wealth Management July 2010 - Present
UBS June 2009 - August 2009
Island Def Jam Music Group January 2009 - May 2009
Education
Brooklyn College 2006 — 2010
Bachelor of Science (BS), Finance, General
Morgan Stanley Wealth Management August 2013 - Present
Morgan Stanley Wealth Management July 2010 - Present
UBS June 2009 - August 2009
Island Def Jam Music Group January 2009 - May 2009
Education
Brooklyn College 2006 — 2010
Bachelor of Science (BS), Finance, General
David Sack's Morgan Stanley Wealth Management Experience March 1983 - Present
Job Managing Director Wealth Management at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 1983 - Present
Education
Hampshire College 1975 — 1979
Bachelor of Science (B.S.), Economics
Choate Rosemary Hall 1973 — 1975
Morgan Stanley Wealth Management March 1983 - Present
Education
Hampshire College 1975 — 1979
Bachelor of Science (B.S.), Economics
Choate Rosemary Hall 1973 — 1975
Patrick Taylor, CFP®'s Morgan Stanley Wealth Management Experience October 2013 - Present
Job Investment Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2013 - Present
AXA Advisors February 2010 - October 2013
Paychex September 2008 - December 2009
Skills
Investment Strategies, Return on Investment..., Strategic Financial..., Estate Planning, Variable Annuities, Life Insurance
Education
California Polytechnic State University-San Luis Obispo 2004 — 2006
Bachelor of Arts (B.A.), Communication and Media Studies
Santa Rosa Junior College 2002 — 2004
Associate's degree
Morgan Stanley Wealth Management October 2013 - Present
AXA Advisors February 2010 - October 2013
Paychex September 2008 - December 2009
Skills
Investment Strategies, Return on Investment..., Strategic Financial..., Estate Planning, Variable Annuities, Life Insurance
Education
California Polytechnic State University-San Luis Obispo 2004 — 2006
Bachelor of Arts (B.A.), Communication and Media Studies
Santa Rosa Junior College 2002 — 2004
Associate's degree
Jacqueline Elkayam's Morgan Stanley Wealth Management Experience December 2010 - Present
Job Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management December 2010 - Present
Morgan Stanley June 2005 - November 2010
Morgan Stanley 1994 - 1998
Morgan Stanley 1993 - 1993
Morgan Stanley 1992 - 1993
Morgan Stanley 1990 - 1992
Skills
Experienced Business..., Project Management, Technology Solutions, Technology Management, COBOLII, JCL, IBM Mainframe, Mainframe Testing, Unix Shell Scripting, Java, HTML, Software Implementation..., Middle Office, Change Management, Prime Brokerage, SDLC, Trading Systems, Testing, Sybase, Business Analysis, Capital Markets, Equities, Investment Banking, Management
Education
Harvard University 1986 — 1989
Master's degree
Capella University 2005 — 2007
Master of Science, Information Technology, Systems Design and Programming, 4.0 GPA
SUNY Stony Brook 1983 — 1986
Bachelor of Arts (B.A.), Art History, Criticism, Magna Cum Laude
Morgan Stanley Wealth Management December 2010 - Present
Morgan Stanley June 2005 - November 2010
Morgan Stanley 1994 - 1998
Morgan Stanley 1993 - 1993
Morgan Stanley 1992 - 1993
Morgan Stanley 1990 - 1992
Skills
Experienced Business..., Project Management, Technology Solutions, Technology Management, COBOLII, JCL, IBM Mainframe, Mainframe Testing, Unix Shell Scripting, Java, HTML, Software Implementation..., Middle Office, Change Management, Prime Brokerage, SDLC, Trading Systems, Testing, Sybase, Business Analysis, Capital Markets, Equities, Investment Banking, Management
Education
Harvard University 1986 — 1989
Master's degree
Capella University 2005 — 2007
Master of Science, Information Technology, Systems Design and Programming, 4.0 GPA
SUNY Stony Brook 1983 — 1986
Bachelor of Arts (B.A.), Art History, Criticism, Magna Cum Laude
Katelyn Payne's Morgan Stanley Wealth Management Experience March 2008 - June 2009
Job Senior Sales Associate at Office Depot
Industry
Experience
Office Depot March 2013 - Present
The Walt Disney Company January 2011 - August 2011
Regal Entertainment Group December 2009 - December 2010
Morgan Stanley Wealth Management March 2008 - June 2009
Skills
Close Attention to..., Friendly Personality, Highly Reliable, Customer Experience, Guest Recovery, Enthusiasm to learn, Microsoft Office, Flexible to Change, Creativity, Food Safety, Client Confidentiality, Confidential Documents, Comfortable working..., Works well individually, Works Well in Groups, Efficiency, Communication, Dependent, Phone Etiquette, Receptionist Duties, Filing
Education
California State University-Bakersfield 2009 — 2015
Bachelor's, Public Policy and Administration
Centennial High School
High School Diploma
Office Depot March 2013 - Present
The Walt Disney Company January 2011 - August 2011
Regal Entertainment Group December 2009 - December 2010
Morgan Stanley Wealth Management March 2008 - June 2009
Skills
Close Attention to..., Friendly Personality, Highly Reliable, Customer Experience, Guest Recovery, Enthusiasm to learn, Microsoft Office, Flexible to Change, Creativity, Food Safety, Client Confidentiality, Confidential Documents, Comfortable working..., Works well individually, Works Well in Groups, Efficiency, Communication, Dependent, Phone Etiquette, Receptionist Duties, Filing
Education
California State University-Bakersfield 2009 — 2015
Bachelor's, Public Policy and Administration
Centennial High School
High School Diploma
Iraida Gonzalez's Morgan Stanley Wealth Management Experience April 1998 - Present
Job Group Administrator Assistant Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 1998 - Present
Education
City University of New York-Hunter College 1993 — 1997
Bachelor of Arts (BA), Sociology
Morgan Stanley Wealth Management April 1998 - Present
Education
City University of New York-Hunter College 1993 — 1997
Bachelor of Arts (BA), Sociology
Thomas Simanek's Morgan Stanley Wealth Management Experience October 1984 - May 2009
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial May 2009 - Present
Ameriprise Financial May 2009 - Present
Morgan Stanley Wealth Management October 1984 - May 2009
Education
California State University-Chico 1978 — 1980
Bachelor's degree, Business Marketing
Humboldt State University 1976 — 1977
Educational Leadership and Administration, General
Ameriprise Financial May 2009 - Present
Ameriprise Financial May 2009 - Present
Morgan Stanley Wealth Management October 1984 - May 2009
Education
California State University-Chico 1978 — 1980
Bachelor's degree, Business Marketing
Humboldt State University 1976 — 1977
Educational Leadership and Administration, General
Jazmin Reynoso's Morgan Stanley Wealth Management Experience April 2011 - March 2015
Job Investment Professional with 8 yrs of Experience: Client Service/Onboarding/ Compliance Monitoring
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2011 - March 2015
Merrill Lynch December 2008 - April 2011
Fiduciary Trust Company July 2006 - November 2008
BBVA March 2006 - July 2006
The Bank of New York (now JP Morgan Chase) September 2004 - December 2005
Skills
Series 7, Asset Allocation, Mutual Funds, Chartered Financial..., FINRA, CFA Level I, Spanish, Italian, Series 66, FATCA, Dodd-Frank, KYC, Options, Bloomberg, Hedge Funds, Financial Services, Financial Analysis
Education
City University of New York 2002 — 2006
Bachelor's Degree, Political Science and Government
Fiorello H. La Guardia High School
High School, Dance Conservatory
Morgan Stanley Wealth Management April 2011 - March 2015
Merrill Lynch December 2008 - April 2011
Fiduciary Trust Company July 2006 - November 2008
BBVA March 2006 - July 2006
The Bank of New York (now JP Morgan Chase) September 2004 - December 2005
Skills
Series 7, Asset Allocation, Mutual Funds, Chartered Financial..., FINRA, CFA Level I, Spanish, Italian, Series 66, FATCA, Dodd-Frank, KYC, Options, Bloomberg, Hedge Funds, Financial Services, Financial Analysis
Education
City University of New York 2002 — 2006
Bachelor's Degree, Political Science and Government
Fiorello H. La Guardia High School
High School, Dance Conservatory
Donna Torres's Morgan Stanley Wealth Management Experience 2013 - Present
Job Manager Business Management OPS at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2013 - Present
Morgan Stanley March 2001 - Present
Skills
Mutual Fund Operations, Managing the Mutual..., Quality Control, IT Strategy, System Testing
Education
City University of New York-College of Staten Island 2006 — 2008
Bachelor's degree, Psychology
Morgan Stanley Wealth Management 2013 - Present
Morgan Stanley March 2001 - Present
Skills
Mutual Fund Operations, Managing the Mutual..., Quality Control, IT Strategy, System Testing
Education
City University of New York-College of Staten Island 2006 — 2008
Bachelor's degree, Psychology
Linda McDaniels's Morgan Stanley Wealth Management Experience September 2005 - May 2013
Job General Agent
Industry Insurance
Experience
Self-employed April 2013 - Present
Morgan Stanley Wealth Management September 2005 - May 2013
Skills
Financial Services, Marketing, Business Development
Education
California State University-San Bernardino 1979 — 1981
Bachelor of Arts (B.A.), Business Administration and Management, General
Self-employed April 2013 - Present
Morgan Stanley Wealth Management September 2005 - May 2013
Skills
Financial Services, Marketing, Business Development
Education
California State University-San Bernardino 1979 — 1981
Bachelor of Arts (B.A.), Business Administration and Management, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.