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
Jeff Tidwell Jeff Tidwell's Morgan Stanley Wealth Management Experience May 1998 - June 2002
Job First Vice President Investments, Graves Tidwell Financial Consulting Group, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2009 - Present
Merrill Lynch June 2002 - February 2009
Morgan Stanley Wealth Management May 1998 - June 2002
Skills
Wealth Management..., Retirement Planning, Investments, Financial Advisory, Insurance, Finance, IRAs, Asset Allocation, Mutual Funds, Retirement, Fixed Annuities, Alternative Investments, Wealth, 401k, 529 Plans, Estate Planning Strategy, Financial Services, Securities
Education
Flagler College 1993 — 1996
Bachelor's Degree, Finance/ Economics
LAKELAND SR. HIGH SCHOOL 1989 — 1991
American College of Financial Planning
CFM, Financial Planning
College for Financial Planning
Chartered Retirement Planning Counselor, CRPC, Retirement Income Planning
Wells Fargo Advisors, LLC February 2009 - Present
Merrill Lynch June 2002 - February 2009
Morgan Stanley Wealth Management May 1998 - June 2002
Skills
Wealth Management..., Retirement Planning, Investments, Financial Advisory, Insurance, Finance, IRAs, Asset Allocation, Mutual Funds, Retirement, Fixed Annuities, Alternative Investments, Wealth, 401k, 529 Plans, Estate Planning Strategy, Financial Services, Securities
Education
Flagler College 1993 — 1996
Bachelor's Degree, Finance/ Economics
LAKELAND SR. HIGH SCHOOL 1989 — 1991
American College of Financial Planning
CFM, Financial Planning
College for Financial Planning
Chartered Retirement Planning Counselor, CRPC, Retirement Income Planning
David Platt's Morgan Stanley Wealth Management Experience 2011 - Present
Job BA/PM at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2011 - Present
JPMorgan Chase 2010 - 2011
Skills
Series 7, SDLC, Business Analysis, Options, Visio, Agile Methodologies, Project Management, Waterfall, SQL, VBA, Equities, Fidessa, Order Capture, MS Project, BRD, FRD, Microsoft Excel, PowerPoint, Gap Analysis
Education
Columbia Engineering
Bachelor of Science (B.S.), Operations Research
Morgan Stanley Wealth Management 2011 - Present
JPMorgan Chase 2010 - 2011
Skills
Series 7, SDLC, Business Analysis, Options, Visio, Agile Methodologies, Project Management, Waterfall, SQL, VBA, Equities, Fidessa, Order Capture, MS Project, BRD, FRD, Microsoft Excel, PowerPoint, Gap Analysis
Education
Columbia Engineering
Bachelor of Science (B.S.), Operations Research
Anthony Canalungo Anthony Canalungo's Morgan Stanley Wealth Management Experience June 2014 - June 2014
Job Student at Cornell University
Industry Investment Management
Experience
University of Florida August 2014 - May 2015
Morgan Stanley Wealth Management June 2014 - June 2014
City Of Safety Harbor September 2013 - December 2013
Vology Data Systems June 2012 - August 2012
Skills
Stock Market, Investment Strategies, Trading, Equities, Leadership, Stock Trading, Financial Markets, Investments, Personal Finance, Hedge Funds, Investment Management, Options, Cisco Technologies, Stocks, Finance, Mutual Funds, Asset Management, Data Center, Equity Research, Financial Modeling, Economics, Entrepreneurship
Education
Cornell University 2015 — 2018
Bachelor of Arts (B.A.)
University of Florida 2014 — 2015
East Lake High School 2010 — 2014
University of Florida August 2014 - May 2015
Morgan Stanley Wealth Management June 2014 - June 2014
City Of Safety Harbor September 2013 - December 2013
Vology Data Systems June 2012 - August 2012
Skills
Stock Market, Investment Strategies, Trading, Equities, Leadership, Stock Trading, Financial Markets, Investments, Personal Finance, Hedge Funds, Investment Management, Options, Cisco Technologies, Stocks, Finance, Mutual Funds, Asset Management, Data Center, Equity Research, Financial Modeling, Economics, Entrepreneurship
Education
Cornell University 2015 — 2018
Bachelor of Arts (B.A.)
University of Florida 2014 — 2015
East Lake High School 2010 — 2014
Chuan Lin Chuan Lin's Morgan Stanley Wealth Management Experience December 2013 - May 2014
Job Economic Analysis Unit, NYC Office of Management and Budget(OMB)
Industry Public Policy
Experience
Industrial and Commercial Bank of China (USA) October 2014 - December 2014
Selerity October 2014 - October 2014
Morgan Stanley Wealth Management December 2013 - May 2014
UNDP July 2013 - September 2013
Aboutmicrofinance.com February 2013 - September 2013
China Development Bank July 2009 - July 2012
US-China Business Council(USCBC) October 2008 - May 2009
Skills
Project Finance, Government Loans, Microfinance, Risk Assessment, Infrastructure Finance, Infrastructure, Portfolio Management, Banking, Investments, Private Equity
Education
Columbia University in the City of New York 2012 — 2014
Master's degree, International Finance and Advanced Economic Analysis
University of International Business and Economics 2005 — 2009
Bachelor of Arts (B.A.), Finance, General
Industrial and Commercial Bank of China (USA) October 2014 - December 2014
Selerity October 2014 - October 2014
Morgan Stanley Wealth Management December 2013 - May 2014
UNDP July 2013 - September 2013
Aboutmicrofinance.com February 2013 - September 2013
China Development Bank July 2009 - July 2012
US-China Business Council(USCBC) October 2008 - May 2009
Skills
Project Finance, Government Loans, Microfinance, Risk Assessment, Infrastructure Finance, Infrastructure, Portfolio Management, Banking, Investments, Private Equity
Education
Columbia University in the City of New York 2012 — 2014
Master's degree, International Finance and Advanced Economic Analysis
University of International Business and Economics 2005 — 2009
Bachelor of Arts (B.A.), Finance, General
Ruoyun Yang's Morgan Stanley Wealth Management Experience January 2013 - May 2013
Job Consultant at London Economics International LLC
Industry Management Consulting
Experience
London Economics International LLC March 2014 - Present
World Resources Institute January 2014 - March 2014
Morgan Stanley Wealth Management January 2013 - May 2013
CICC March 2011 - June 2011
A.T. Kearney July 2010 - February 2011
UBS Investment Bank January 2010 - February 2010
Skills
Valuation, Due Diligence, Financial Analysis, Emerging Markets, Economics, Econometrics, Management Consulting, Stata, Risk Management, Project Finance, Term Sheets, Bloomberg, SPSS, Reuters, Benchmarking, Microfinance, Impact Assessment, Electricity Markets, Renewable Energy, Credit Analysis, Industry Analysis, Strategic Consulting, Investor Relations, Impact Investing, Portfolio Management, Market Research, Carbon Finance
Education
Columbia University - School of International and Public Affairs 2011 — 2013
Master of Public Administration (M.P.A.)
Renmin University of China 2007 — 2011
Master of Management Science, School of Business
London Economics International LLC March 2014 - Present
World Resources Institute January 2014 - March 2014
Morgan Stanley Wealth Management January 2013 - May 2013
CICC March 2011 - June 2011
A.T. Kearney July 2010 - February 2011
UBS Investment Bank January 2010 - February 2010
Skills
Valuation, Due Diligence, Financial Analysis, Emerging Markets, Economics, Econometrics, Management Consulting, Stata, Risk Management, Project Finance, Term Sheets, Bloomberg, SPSS, Reuters, Benchmarking, Microfinance, Impact Assessment, Electricity Markets, Renewable Energy, Credit Analysis, Industry Analysis, Strategic Consulting, Investor Relations, Impact Investing, Portfolio Management, Market Research, Carbon Finance
Education
Columbia University - School of International and Public Affairs 2011 — 2013
Master of Public Administration (M.P.A.)
Renmin University of China 2007 — 2011
Master of Management Science, School of Business
Jeff Boswell Jeff Boswell's Morgan Stanley Wealth Management Experience October 1990 - June 2009
Job Financial Advisor Wells Fargo Advisors First Vice President
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2009 - Present
Morgan Stanley Wealth Management October 1990 - June 2009
Skills
Investments, Retirement Planning, Finance, Financial Planning, Wealth Management, Strategic Planning, Investment Management, Financial Advisory, Series 7, Portfolio Management, Customer Service, Investment Advisory
Education
San Diego State University-California State University 1984 — 1987
Bachelor's degree, Business Administration and Management, General
College of the Sequoias 1982 — 1984
Associate's degree, General Studies
Wells Fargo Advisors, LLC June 2009 - Present
Morgan Stanley Wealth Management October 1990 - June 2009
Skills
Investments, Retirement Planning, Finance, Financial Planning, Wealth Management, Strategic Planning, Investment Management, Financial Advisory, Series 7, Portfolio Management, Customer Service, Investment Advisory
Education
San Diego State University-California State University 1984 — 1987
Bachelor's degree, Business Administration and Management, General
College of the Sequoias 1982 — 1984
Associate's degree, General Studies
Brandon Neita Brandon Neita's Morgan Stanley Wealth Management Experience February 2012 - April 2012
Job Business Delivery Specialist at Aon
Industry Financial Services
Experience
Aon Hewitt April 2015 - Present
Sherwin-Williams Paints October 2014 - April 2015
U.S. House of Representatives; Congressman Sanford D. Bishop, Jr. September 2013 - May 2014
Burger King Corporation October 2011 - November 2013
Morgan Stanley Wealth Management February 2012 - April 2012
Louisiana State University September 2009 - December 2010
Louisiana State University September 2009 - November 2010
Clark Financial LLC January 2007 - August 2010
Skills
Customer Service, Finance, BPO, Microsoft Excel, Financial Analysis, Management, Leadership, Investments, Account Reconciliation, P&L Analysis, Benefits Administration, Corporate Finance, PowerPoint, Relationship Management, Capital Budgeting, Financial Reporting, Accounting, Teamwork, Social Media Marketing, Social Media, Social Networking, Fundraising, Event Planning, SAP ERP, Security Analysis, Investment Valuation, DCF, Marketing, Sales, Strategic Planning, Training, Employee Benefits, Fund Administration
Education
Columbus State University 2011 — 2014
Bachelor's Degree, Finance and Marketing
Louisiana State University 2009 — 2011
Bachelor's Degree, Business Administration and Management, General, 3.4/4.0
Aon Hewitt April 2015 - Present
Sherwin-Williams Paints October 2014 - April 2015
U.S. House of Representatives; Congressman Sanford D. Bishop, Jr. September 2013 - May 2014
Burger King Corporation October 2011 - November 2013
Morgan Stanley Wealth Management February 2012 - April 2012
Louisiana State University September 2009 - December 2010
Louisiana State University September 2009 - November 2010
Clark Financial LLC January 2007 - August 2010
Skills
Customer Service, Finance, BPO, Microsoft Excel, Financial Analysis, Management, Leadership, Investments, Account Reconciliation, P&L Analysis, Benefits Administration, Corporate Finance, PowerPoint, Relationship Management, Capital Budgeting, Financial Reporting, Accounting, Teamwork, Social Media Marketing, Social Media, Social Networking, Fundraising, Event Planning, SAP ERP, Security Analysis, Investment Valuation, DCF, Marketing, Sales, Strategic Planning, Training, Employee Benefits, Fund Administration
Education
Columbus State University 2011 — 2014
Bachelor's Degree, Finance and Marketing
Louisiana State University 2009 — 2011
Bachelor's Degree, Business Administration and Management, General, 3.4/4.0
Nurit Faierman Nurit Faierman's Morgan Stanley Wealth Management Experience 1999 - Present
Job Financial Consultant at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management 1999 - Present
Skills
Series 7, Investments, Financial Planning, Asset Allocation, Series 63, Mortgage Lending, Private Banking, Mutual Funds, Equities, Securities, Asset Management, Investment Strategies, Alternative Investments, Wealth, Banking, Wealth Management..., Credit
Education
City University of New York-Hunter College
Bachelor of Arts (BA), Economics
Morgan Stanley Wealth Management 1999 - Present
Skills
Series 7, Investments, Financial Planning, Asset Allocation, Series 63, Mortgage Lending, Private Banking, Mutual Funds, Equities, Securities, Asset Management, Investment Strategies, Alternative Investments, Wealth, Banking, Wealth Management..., Credit
Education
City University of New York-Hunter College
Bachelor of Arts (BA), Economics
John McCoy John McCoy's Morgan Stanley Wealth Management Experience June 2012 - August 2013
Job Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Beta Theta Pi May 2013 - May 2014
Colgate University September 2010 - May 2014
Inter Fraternity Council January 2012 - December 2013
Morgan Stanley Wealth Management June 2012 - August 2013
Italian Center of Stamford May 2009 - August 2011
Skills
PowerPoint, Fixed Income Portfolio..., Social Media, Cold Calling, Marketing, Microsoft Word, Microsoft Excel, Research, Teamwork, Photoshop, Salesforce.com, Event Planning, Fundraising, Calculus
Education
Colgate University 2010 — 2014
Bachelor's degree, Economics
Holderness School 2008 — 2010
Okemo Mountain School 2007 — 2008
Darien High School 2006 — 2008
Beta Theta Pi May 2013 - May 2014
Colgate University September 2010 - May 2014
Inter Fraternity Council January 2012 - December 2013
Morgan Stanley Wealth Management June 2012 - August 2013
Italian Center of Stamford May 2009 - August 2011
Skills
PowerPoint, Fixed Income Portfolio..., Social Media, Cold Calling, Marketing, Microsoft Word, Microsoft Excel, Research, Teamwork, Photoshop, Salesforce.com, Event Planning, Fundraising, Calculus
Education
Colgate University 2010 — 2014
Bachelor's degree, Economics
Holderness School 2008 — 2010
Okemo Mountain School 2007 — 2008
Darien High School 2006 — 2008
Joseph Cassara Joseph Cassara's Morgan Stanley Wealth Management Experience June 2012 - August 2012
Job MFA Candidate at Iowa Writers' Workshop
Industry Writing and Editing
Experience
Anthology May 2015 - Present
The University of Iowa May 2015 - Present
The University of Iowa September 2014 - Present
The Iowa Review September 2014 - Present
Autónomo October 2012 - Present
Language 4 All 2012 - 2013
Morgan Stanley Wealth Management June 2012 - August 2012
The David Black Literary Agency, Inc. May 2011 - September 2011
The Faster Times January 2010 - December 2010
Skills
Writing, Editing, Public Speaking, Teaching English as a..., Microsoft Office, Mac, PC, QuarkXPress, Adobe Creative Suite, Transcription, Translation, Spanish, Fiction Writing, Essays, Language Teaching, Pronunciation, Storytelling, Creative Writing, Publishing, Social Media
Education
Iowa Writers' Workshop 2014 — 2016
Master's Degree, MFA–Fiction
Columbia University in the City of New York 2007 — 2012
Bachelor of Arts (B.A.), English & Comparative Literature; Creative Writing
TEFL International Barcelona 2012 — 2012
TEFL Certificate, Teaching English as a Second or Foreign Language/ESL Language Instructor
Anthology May 2015 - Present
The University of Iowa May 2015 - Present
The University of Iowa September 2014 - Present
The Iowa Review September 2014 - Present
Autónomo October 2012 - Present
Language 4 All 2012 - 2013
Morgan Stanley Wealth Management June 2012 - August 2012
The David Black Literary Agency, Inc. May 2011 - September 2011
The Faster Times January 2010 - December 2010
Skills
Writing, Editing, Public Speaking, Teaching English as a..., Microsoft Office, Mac, PC, QuarkXPress, Adobe Creative Suite, Transcription, Translation, Spanish, Fiction Writing, Essays, Language Teaching, Pronunciation, Storytelling, Creative Writing, Publishing, Social Media
Education
Iowa Writers' Workshop 2014 — 2016
Master's Degree, MFA–Fiction
Columbia University in the City of New York 2007 — 2012
Bachelor of Arts (B.A.), English & Comparative Literature; Creative Writing
TEFL International Barcelona 2012 — 2012
TEFL Certificate, Teaching English as a Second or Foreign Language/ESL Language Instructor
Erbold Uran Erbold Uran's Morgan Stanley Wealth Management Experience August 2012 - October 2013
Job Project Management Professional
Industry Information Technology and Services
Experience
AustinCSI March 2015 - July 2015
American Property Guard August 2014 - March 2015
Morgan Stanley Wealth Management August 2012 - October 2013
Element Moving and Storage March 2010 - February 2013
Skills
Customer Service, Microsoft Office, Inventory Management, Microsoft Excel, Microsoft Word, Teamwork, Operations Management, PowerPoint, Budgets, Event Planning, Outlook, Team Building, Marketing, Account Management, Accounting, Marketing Strategy, Financial Analysis, Leadership, Analysis
Education
The University of Texas at Dallas 2011 — 2012
Bachelor of Science (B.S.), Accounting and Finance
Collin County Community College 2008 — 2010
Associate of Science, Business, General basics
AustinCSI March 2015 - July 2015
American Property Guard August 2014 - March 2015
Morgan Stanley Wealth Management August 2012 - October 2013
Element Moving and Storage March 2010 - February 2013
Skills
Customer Service, Microsoft Office, Inventory Management, Microsoft Excel, Microsoft Word, Teamwork, Operations Management, PowerPoint, Budgets, Event Planning, Outlook, Team Building, Marketing, Account Management, Accounting, Marketing Strategy, Financial Analysis, Leadership, Analysis
Education
The University of Texas at Dallas 2011 — 2012
Bachelor of Science (B.S.), Accounting and Finance
Collin County Community College 2008 — 2010
Associate of Science, Business, General basics
Alexander Brugger Alexander Brugger's Morgan Stanley Wealth Management Experience May 2010 - August 2014
Job Summer Intern at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2010 - August 2014
Putnam Automotive Group June 2013 - August 2013
Skills
Equities, Bloomberg, Wealth Management, Investments, Fixed Income, Bloomberg Terminal, Microsoft Excel, PowerPoint
Education
Claremont McKenna College 2011 — 2015
Bachelor of Arts (B.A.), Economics and Accounting
Woodside Priory School 2007 — 2011
Morgan Stanley Wealth Management May 2010 - August 2014
Putnam Automotive Group June 2013 - August 2013
Skills
Equities, Bloomberg, Wealth Management, Investments, Fixed Income, Bloomberg Terminal, Microsoft Excel, PowerPoint
Education
Claremont McKenna College 2011 — 2015
Bachelor of Arts (B.A.), Economics and Accounting
Woodside Priory School 2007 — 2011
David Zazzi David Zazzi's Morgan Stanley Wealth Management Experience February 2014 - Present
Job Equity Research Intern at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2014 - Present
Caesars Entertainment Corporation May 2005 - July 2013
AlliedBarton Security Services September 2009 - August 2012
Saber Cutting Solutions Inc. November 2003 - September 2004
Themeing Solutions Int., LLC August 2002 - October 2003
Skills
Microsoft Excel, Critical Thinking, Leadership, Customer Service, Finance, Team Leadership, PowerPoint, Team Building, Microsoft Office, Teamwork, Budgets, Economics, Quantitative Research, Professional Writing, Microsoft PowerPoint, Equities Analysis, Business Valuation, Equity Research, Bloomberg Terminal, Due Diligence, Salesforce.com, Zuora
Education
Seattle Pacific University 2012 — 2014
Bachelor's Degree, Economics - Finance Concentration, Magna Cum Laude, 3.89 GPA
College of Southern Nevada 2009 — 2012
Associate of Business, Business, Cumulative 3.88 GPA
Morgan Stanley Wealth Management February 2014 - Present
Caesars Entertainment Corporation May 2005 - July 2013
AlliedBarton Security Services September 2009 - August 2012
Saber Cutting Solutions Inc. November 2003 - September 2004
Themeing Solutions Int., LLC August 2002 - October 2003
Skills
Microsoft Excel, Critical Thinking, Leadership, Customer Service, Finance, Team Leadership, PowerPoint, Team Building, Microsoft Office, Teamwork, Budgets, Economics, Quantitative Research, Professional Writing, Microsoft PowerPoint, Equities Analysis, Business Valuation, Equity Research, Bloomberg Terminal, Due Diligence, Salesforce.com, Zuora
Education
Seattle Pacific University 2012 — 2014
Bachelor's Degree, Economics - Finance Concentration, Magna Cum Laude, 3.89 GPA
College of Southern Nevada 2009 — 2012
Associate of Business, Business, Cumulative 3.88 GPA
Jessie Yijun Han Jessie Yijun Han's Morgan Stanley Wealth Management Experience January 2013 - March 2013
Job Institutional Client Group Global Controls Risk Analyst at Citi
Industry Financial Services
Experience
Citi June 2015 - Present
AIG June 2014 - August 2014
UBS Investment Bank June 2013 - August 2013
Morgan Stanley Wealth Management January 2013 - March 2013
TWG Tea Company June 2012 - August 2012
IBM June 2011 - August 2011
Skills
Market Research, Competitive Analysis, Business Development, Matlab, Mandarin, Stata, Statistics, Data Analysis, Java, Quantitative Analytics, Microsoft Excel, Research, VBA
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2010 — 2015
BS, Operations Research
Citi June 2015 - Present
AIG June 2014 - August 2014
UBS Investment Bank June 2013 - August 2013
Morgan Stanley Wealth Management January 2013 - March 2013
TWG Tea Company June 2012 - August 2012
IBM June 2011 - August 2011
Skills
Market Research, Competitive Analysis, Business Development, Matlab, Mandarin, Stata, Statistics, Data Analysis, Java, Quantitative Analytics, Microsoft Excel, Research, VBA
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2010 — 2015
BS, Operations Research
Sean Sakaguchi Sean Sakaguchi's Morgan Stanley Wealth Management Experience March 2014 - Present
Job Restructuring Analyst at Millstein & Co.
Industry Financial Services
Experience
Millstein & Co. June 2015 - Present
Morgan Stanley Wealth Management March 2014 - Present
Lowe Institute of Political Economy and RAND Corporation May 2014 - Present
The Financial Economics Institute May 2013 - May 2014
Marian Miner Cook Athenaeum September 2012 - April 2014
U.S. Senator Ron Wyden June 2011 - August 2011
Skills
Public Speaking, Microsoft Office, Microsoft Excel, PowerPoint, Economics, Accounting, Data Analysis, Financial Statement..., Statistics, Customer Service, Stata, Quantitative Research, Qualitative Research, Visual Basic, Policy Analysis, Microsoft Word, Japanese..., Bloomberg Terminal..., CPR and AED Certified, SWOT Analysis, EGS Analysis, Valuation, Public Policy, Political Science, Econometrics, English
Education
Claremont McKenna College 2012 — 2016
Bachelor's Degree, Philosophy, Politics, and Economics; Economics-Accounting; Financial Economics
Tigard High School 2008 — 2012
Diploma - Honors
Millstein & Co. June 2015 - Present
Morgan Stanley Wealth Management March 2014 - Present
Lowe Institute of Political Economy and RAND Corporation May 2014 - Present
The Financial Economics Institute May 2013 - May 2014
Marian Miner Cook Athenaeum September 2012 - April 2014
U.S. Senator Ron Wyden June 2011 - August 2011
Skills
Public Speaking, Microsoft Office, Microsoft Excel, PowerPoint, Economics, Accounting, Data Analysis, Financial Statement..., Statistics, Customer Service, Stata, Quantitative Research, Qualitative Research, Visual Basic, Policy Analysis, Microsoft Word, Japanese..., Bloomberg Terminal..., CPR and AED Certified, SWOT Analysis, EGS Analysis, Valuation, Public Policy, Political Science, Econometrics, English
Education
Claremont McKenna College 2012 — 2016
Bachelor's Degree, Philosophy, Politics, and Economics; Economics-Accounting; Financial Economics
Tigard High School 2008 — 2012
Diploma - Honors
Rachel Carter's Morgan Stanley Wealth Management Experience August 2012 - November 2014
Job Wilmington, North Carolina
Industry Financial Services
Experience
Rachel Carter - Coastal Captures 2014 - Present
Carolina Project June 2011 - Present
Morgan Stanley Wealth Management August 2012 - November 2014
My Carolina Town June 2011 - July 2012
My Carolina Town July 2010 - May 2011
Prudential Financial October 2008 - April 2010
National Planning Corporation August 2007 - September 2008
Jackson National Life January 2006 - July 2007
Heald Financial Advisors June 2001 - 2005
Skills
Marketing Communications, Advertising, Marketing, Social Media, Public Speaking, Sales, Team Building, Social Media Marketing, Strategic Planning, Public Relations, PowerPoint, Microsoft Excel, Social Networking, Leadership, Fundraising, Event Planning, Customer Service, Account Management, Business Development, New Business Development, Budgets, Online Advertising, Email Marketing
Education
The American College 2008 — 2017
Retirement Income
College for Financial Planning 2014 — 2016
Retirement Plans
Lorenzo de'Medici 2004 — 2004
Art
Towson University
B.S. Psychology, Neuropsychology, Photography, Italian
Rachel Carter - Coastal Captures 2014 - Present
Carolina Project June 2011 - Present
Morgan Stanley Wealth Management August 2012 - November 2014
My Carolina Town June 2011 - July 2012
My Carolina Town July 2010 - May 2011
Prudential Financial October 2008 - April 2010
National Planning Corporation August 2007 - September 2008
Jackson National Life January 2006 - July 2007
Heald Financial Advisors June 2001 - 2005
Skills
Marketing Communications, Advertising, Marketing, Social Media, Public Speaking, Sales, Team Building, Social Media Marketing, Strategic Planning, Public Relations, PowerPoint, Microsoft Excel, Social Networking, Leadership, Fundraising, Event Planning, Customer Service, Account Management, Business Development, New Business Development, Budgets, Online Advertising, Email Marketing
Education
The American College 2008 — 2017
Retirement Income
College for Financial Planning 2014 — 2016
Retirement Plans
Lorenzo de'Medici 2004 — 2004
Art
Towson University
B.S. Psychology, Neuropsychology, Photography, Italian
Destinee Coles's Morgan Stanley Wealth Management Experience December 2012 - February 2013
Job Team Finance at National Basketball Association (NBA)
Industry Sports
Experience
National Basketball Association (NBA) November 2014 - Present
Larson Financial May 2013 - August 2014
Morgan Stanley Wealth Management December 2012 - February 2013
Center for Global Education at UCLA January 2012 - September 2012
Skills
Investments, Portfolio Management, Economics, Analysis, Financial Analysis, Sports Management, International Sports, Series 7, Microsoft Excel, Sports, Soccer, PowerPoint, Basketball, Strategic Financial..., Microsoft Office, Mutual Funds, Microsoft Word, Retirement Planning, Estate Planning, Wealth Management, Series 66
Education
Columbia University in the City of New York 2014 — 2016
Master of Science (M.S.), Sports Management
University of California, Los Angeles 2009 — 2013
Bachelor of Arts (B.A.), Economics
National Basketball Association (NBA) November 2014 - Present
Larson Financial May 2013 - August 2014
Morgan Stanley Wealth Management December 2012 - February 2013
Center for Global Education at UCLA January 2012 - September 2012
Skills
Investments, Portfolio Management, Economics, Analysis, Financial Analysis, Sports Management, International Sports, Series 7, Microsoft Excel, Sports, Soccer, PowerPoint, Basketball, Strategic Financial..., Microsoft Office, Mutual Funds, Microsoft Word, Retirement Planning, Estate Planning, Wealth Management, Series 66
Education
Columbia University in the City of New York 2014 — 2016
Master of Science (M.S.), Sports Management
University of California, Los Angeles 2009 — 2013
Bachelor of Arts (B.A.), Economics
Chris Cates, CFP® Chris Cates, CFP®'s Morgan Stanley Wealth Management Experience June 1998 - May 2009
Job Senior Vice President Financial Advisor, Senior Consulting Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management May 2009 - Present
Morgan Stanley Wealth Management June 1998 - May 2009
Education
College for Financial Planning 2006 — 2008
CFP® Certification Program
Northern Arizona University 1993 — 1997
Bachelor of Science, Finance
University of Alabama 1995 — 1996
Finance
La Cueva High School
RBC Wealth Management May 2009 - Present
Morgan Stanley Wealth Management June 1998 - May 2009
Education
College for Financial Planning 2006 — 2008
CFP® Certification Program
Northern Arizona University 1993 — 1997
Bachelor of Science, Finance
University of Alabama 1995 — 1996
Finance
La Cueva High School
Arthur (Zhichong) Teng's Morgan Stanley Wealth Management Experience June 2013 - August 2013
Job Marketing Intern at Google
Industry Marketing and Advertising
Experience
Google September 2015 - Present
Cornell Business Asia Journal June 2013 - Present
AIESEC September 2012 - Present
Electronic Arts (EA) May 2014 - August 2014
Cornell Daily Sun February 2014 - June 2014
AIESEC January 2014 - June 2014
AIESEC January 2013 - January 2014
Head-Royce School June 2013 - August 2013
Morgan Stanley Wealth Management June 2013 - August 2013
Future Business Leaders of America (FBLA) April 2011 - April 2012
Skills
PowerPoint, Social Media, Photoshop, Microsoft Office, Microsoft Excel, Microsoft Word, HTML, Web Design, InDesign, Java, Matlab, Flash, After Effects, Volusion, Illustrator, jQuery, Online Marketing, Marketing Strategy, Online Campaign..., Social Media Marketing
Education
Cornell University 2012 — 2016
Applied Economics and Management & Computer Science
Diamond Bar High School 2008 — 2012
Google September 2015 - Present
Cornell Business Asia Journal June 2013 - Present
AIESEC September 2012 - Present
Electronic Arts (EA) May 2014 - August 2014
Cornell Daily Sun February 2014 - June 2014
AIESEC January 2014 - June 2014
AIESEC January 2013 - January 2014
Head-Royce School June 2013 - August 2013
Morgan Stanley Wealth Management June 2013 - August 2013
Future Business Leaders of America (FBLA) April 2011 - April 2012
Skills
PowerPoint, Social Media, Photoshop, Microsoft Office, Microsoft Excel, Microsoft Word, HTML, Web Design, InDesign, Java, Matlab, Flash, After Effects, Volusion, Illustrator, jQuery, Online Marketing, Marketing Strategy, Online Campaign..., Social Media Marketing
Education
Cornell University 2012 — 2016
Applied Economics and Management & Computer Science
Diamond Bar High School 2008 — 2012
Beth Goetzman Beth Goetzman's Morgan Stanley Wealth Management Experience March 2009 - Present
Job Sr. Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2009 - Present
UBS April 2007 - March 2009
Morgan Stanley Smith Barney October 1989 - March 2007
Education
Fruita Monument High School
Fruita Monument High School
Fruita Monument High School
Mesa State College
Morgan Stanley Wealth Management March 2009 - Present
UBS April 2007 - March 2009
Morgan Stanley Smith Barney October 1989 - March 2007
Education
Fruita Monument High School
Fruita Monument High School
Fruita Monument High School
Mesa State College
Shawn Binyamin Shawn Binyamin's Morgan Stanley Wealth Management Experience June 2012 - August 2012
Job Junior Market Risk Control Analyst at HSBC Bank USA
Industry Financial Services
Experience
HSBC January 2015 - Present
The Jewish Theological Seminary (JTS) August 2013 - August 2014
Wikistrat June 2013 - August 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Skills
Hebrew, Portfolio Management, Finance, Asset Allocation, Editing, English, Public Relations, Management, PowerPoint, Strategy, Marketing, Politics, Data Analysis, Investments, Public Speaking, Microsoft Excel, Policy Analysis, History
Education
Columbia University in the City of New York 2010 — 2014
Bachelor of Arts (B.A.), Economics
The Jewish Theological Seminary of America 2010 — 2014
Bachelor of Arts (B.A.), Talmud and Rabbinic Studies
HSBC January 2015 - Present
The Jewish Theological Seminary (JTS) August 2013 - August 2014
Wikistrat June 2013 - August 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Skills
Hebrew, Portfolio Management, Finance, Asset Allocation, Editing, English, Public Relations, Management, PowerPoint, Strategy, Marketing, Politics, Data Analysis, Investments, Public Speaking, Microsoft Excel, Policy Analysis, History
Education
Columbia University in the City of New York 2010 — 2014
Bachelor of Arts (B.A.), Economics
The Jewish Theological Seminary of America 2010 — 2014
Bachelor of Arts (B.A.), Talmud and Rabbinic Studies
Kevin Gustov Kevin Gustov's Morgan Stanley Wealth Management Experience 1985 - 1990
Job CEO
Industry Financial Services
Experience
Self-employed May 1980 - Present
Morgan Stanley Wealth Management 1985 - 1990
Education
University of California, Berkeley
Bachelor of Science (B.S.), Finance, General, 4.0
Columbia Business School
Self-employed May 1980 - Present
Morgan Stanley Wealth Management 1985 - 1990
Education
University of California, Berkeley
Bachelor of Science (B.S.), Finance, General, 4.0
Columbia Business School
Angus Eno Angus Eno's Morgan Stanley Wealth Management Experience May 2013 - August 2013
Job Summer Intern at Morgan Stanley Wealth Management Smith Barney
Industry Banking
Experience
Morgan Stanley Wealth Management May 2013 - August 2013
Royal Bank of Canada June 2012 - August 2012
Bowers Securities Inc June 2012 - June 2012
Thomas B. Wright June 2009 - August 2009
Plimsoll Mark Capital June 2008 - August 2008
W.P. Stewart June 2007 - August 2007
Strouts Point Wharf Company June 2006 - August 2006
Skills
Finance, Investment Banking, Finacial Management, Investments, Economics, Financial Analysis, Portfolio Management, Financial Modeling, Trading, Program Management, Bloomberg, Strategic Financial..., Securities, Microsoft Excel, Valuation
Education
Colorado College 2010 — 2014
Political science, Economics, junior
Carrabassett Valley Academy 2006 — 2010
High School
Morgan Stanley Wealth Management May 2013 - August 2013
Royal Bank of Canada June 2012 - August 2012
Bowers Securities Inc June 2012 - June 2012
Thomas B. Wright June 2009 - August 2009
Plimsoll Mark Capital June 2008 - August 2008
W.P. Stewart June 2007 - August 2007
Strouts Point Wharf Company June 2006 - August 2006
Skills
Finance, Investment Banking, Finacial Management, Investments, Economics, Financial Analysis, Portfolio Management, Financial Modeling, Trading, Program Management, Bloomberg, Strategic Financial..., Securities, Microsoft Excel, Valuation
Education
Colorado College 2010 — 2014
Political science, Economics, junior
Carrabassett Valley Academy 2006 — 2010
High School
Pamela Abercrombie Capps Pamela Abercrombie Capps's Morgan Stanley Wealth Management Experience October 2008 - June 2012
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS July 2012 - Present
Morgan Stanley Wealth Management October 2008 - June 2012
Walnut Street Securities August 2001 - September 2008
Capaha Bank 1984 - 2001
Skills
Comprehensive Planning, Business Development, Investment Strategies, Certified Financial..., R, Investments, Financial Modeling, Saving for Education, Wealth Management..., 529 Plans, Investment Advisory, Roth IRA, 401k Rollovers, IRAs, Retirement Planning, Series 7, Series 65, Uniform Combined State..., Wealth Management, College Savings Plans, Asset Allocation, Banking, Retirement, Investment Management, Alternative Investments, Estate Planning
Education
Ellington High School 1976 — 1979
College for Financial Planning
Certification, Financial Planning and Services
Southeast Mo State University
Bachelor's degree, General Business
UBS July 2012 - Present
Morgan Stanley Wealth Management October 2008 - June 2012
Walnut Street Securities August 2001 - September 2008
Capaha Bank 1984 - 2001
Skills
Comprehensive Planning, Business Development, Investment Strategies, Certified Financial..., R, Investments, Financial Modeling, Saving for Education, Wealth Management..., 529 Plans, Investment Advisory, Roth IRA, 401k Rollovers, IRAs, Retirement Planning, Series 7, Series 65, Uniform Combined State..., Wealth Management, College Savings Plans, Asset Allocation, Banking, Retirement, Investment Management, Alternative Investments, Estate Planning
Education
Ellington High School 1976 — 1979
College for Financial Planning
Certification, Financial Planning and Services
Southeast Mo State University
Bachelor's degree, General Business
Mihir Sanghavi Mihir Sanghavi's Morgan Stanley Wealth Management Experience July 2013 - August 2014
Job Frontend Engineer at Orchard Platform
Industry Higher Education
Experience
Orchard Platform July 2015 - Present
Morgan Stanley September 2014 - July 2015
Morgan Stanley Wealth Management July 2013 - August 2014
Morgan Stanley August 2013 - November 2013
NJIT October 2011 - May 2013
NJIT January 2010 - February 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Skills
Java, Algorithms, Computer Science, JavaScript, Python, Software Development, Mathematical Modeling, Databases, C++, Matlab, Programming, Eclipse, Data Structures, XML, Calculus, LaTeX, jQuery, Java Enterprise Edition, Bash, Programming Languages, Software Engineering, Objective-C, PHP, Linux, Operating Systems, phpMyAdmin, Git, Mobile Applications, Machine Learning, Unix, Shell Scripting, Physics, MySQL, Data Mining, iOS development, C, Testing, SQL, C#, Visual Studio, Web Development, TWiki, Unix Operating Systems, R, Dynamical Systems, Customer Service
Education
New Jersey Institute of Technology 2009 — 2013
B.S, Mathematics and Computer Science, 4.000 / 4.000
St. Xavier's Collegiate School 2002 — 2009
High School, Regular/General High School/Secondary Diploma Program
Columbia University in the City of New York 2015 — 2020
Master of Science (M.S.), Operations Research
Orchard Platform July 2015 - Present
Morgan Stanley September 2014 - July 2015
Morgan Stanley Wealth Management July 2013 - August 2014
Morgan Stanley August 2013 - November 2013
NJIT October 2011 - May 2013
NJIT January 2010 - February 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Skills
Java, Algorithms, Computer Science, JavaScript, Python, Software Development, Mathematical Modeling, Databases, C++, Matlab, Programming, Eclipse, Data Structures, XML, Calculus, LaTeX, jQuery, Java Enterprise Edition, Bash, Programming Languages, Software Engineering, Objective-C, PHP, Linux, Operating Systems, phpMyAdmin, Git, Mobile Applications, Machine Learning, Unix, Shell Scripting, Physics, MySQL, Data Mining, iOS development, C, Testing, SQL, C#, Visual Studio, Web Development, TWiki, Unix Operating Systems, R, Dynamical Systems, Customer Service
Education
New Jersey Institute of Technology 2009 — 2013
B.S, Mathematics and Computer Science, 4.000 / 4.000
St. Xavier's Collegiate School 2002 — 2009
High School, Regular/General High School/Secondary Diploma Program
Columbia University in the City of New York 2015 — 2020
Master of Science (M.S.), Operations Research
Ramiro Pascual Ramiro Pascual's Morgan Stanley Wealth Management Experience January 2014 - May 2014
Job Principal Consultant for Impact Studies
Industry International Trade and Development
Experience
Morgan Stanley Wealth Management January 2014 - May 2014
Inter-American Development Bank June 2013 - August 2013
Inter-American Development Bank April 2011 - August 2012
Inter American Development Bank September 2009 - April 2011
SC Johnson January 2008 - February 2008
Skills
Financial Analysis, Teamwork, International Trade, Data Analysis, Project Management, Project Finance, Decision Analysis, Presentations, Corporate Finance, Public Finance, Impact Investing, Stata, Motivational Speaking, Data Modeling, Infrastructure, Microsoft Excel, PowerPoint, Economics, Research, Writing, Public Policy
Education
Columbia University - School of International and Public Affairs 2012 — 2014
Master of Public Administration (MPA)
Universidad de 'San Andrés' 2008 — 2009
Master of Economics
Universidad de 'San Andrés' 2004 — 2007
Bachelor, Economics
CFA Institute
Passed Level I of the CFA Program
Morgan Stanley Wealth Management January 2014 - May 2014
Inter-American Development Bank June 2013 - August 2013
Inter-American Development Bank April 2011 - August 2012
Inter American Development Bank September 2009 - April 2011
SC Johnson January 2008 - February 2008
Skills
Financial Analysis, Teamwork, International Trade, Data Analysis, Project Management, Project Finance, Decision Analysis, Presentations, Corporate Finance, Public Finance, Impact Investing, Stata, Motivational Speaking, Data Modeling, Infrastructure, Microsoft Excel, PowerPoint, Economics, Research, Writing, Public Policy
Education
Columbia University - School of International and Public Affairs 2012 — 2014
Master of Public Administration (MPA)
Universidad de 'San Andrés' 2008 — 2009
Master of Economics
Universidad de 'San Andrés' 2004 — 2007
Bachelor, Economics
CFA Institute
Passed Level I of the CFA Program
Spencer Cromwell's Morgan Stanley Wealth Management Experience June 2012 - June 2014
Job Associate at Morgan Stanley Investment Management and CoFounder at Project EPIC
Industry Financial Services
Experience
Morgan Stanley Investment Management July 2014 - Present
Morgan Stanley Wealth Management June 2012 - June 2014
Morgan Stanley June 2011 - August 2011
PartnerRe May 2010 - August 2010
PartnerRe May 2009 - August 2009
Renaissance Capital May 2008 - August 2008
Skills
Financial Services, Finance, Strategy, Business Strategy, Analytics, Business Analytics, Data Analysis, Microsoft Excel, Series 7, Series 63, Bloomberg
Education
Columbia University in the City of New York 2014 — 2015
Business Certificate Program, Finance (GPA 4.0)
Yale University 2008 — 2012
Bachelor of Arts (B.A.), Psychology (GPA 3.73)
Riverdale Country School 2004 — 2008
High School Diploma, Cum Laude (GPA 3.80)
Morgan Stanley Investment Management July 2014 - Present
Morgan Stanley Wealth Management June 2012 - June 2014
Morgan Stanley June 2011 - August 2011
PartnerRe May 2010 - August 2010
PartnerRe May 2009 - August 2009
Renaissance Capital May 2008 - August 2008
Skills
Financial Services, Finance, Strategy, Business Strategy, Analytics, Business Analytics, Data Analysis, Microsoft Excel, Series 7, Series 63, Bloomberg
Education
Columbia University in the City of New York 2014 — 2015
Business Certificate Program, Finance (GPA 4.0)
Yale University 2008 — 2012
Bachelor of Arts (B.A.), Psychology (GPA 3.73)
Riverdale Country School 2004 — 2008
High School Diploma, Cum Laude (GPA 3.80)
Kittredge Hamlin Kittredge Hamlin's Morgan Stanley Wealth Management Experience July 2007 - August 2008
Job Great West Financial Project Lead Internal Audit at Power Corporation of Canada
Industry Accounting
Experience
Great-West Financial March 2014 - Present
South Suburban Ice Arena, Family Sports Center, The Ice Ranch 2005 - Present
The Ice Ranch January 2014 - March 2014
GHP Horwath, P.C. January 2012 - December 2013
Morgan Stanley Wealth Management July 2007 - August 2008
SSSIHL May 2006 - August 2006
Puckmasters International May 2005 - August 2005
Skills
Hockey, SEC filings, GAAP, US GAAP, Auditing, Financial Accounting, Internal Controls, Accounting, Financial Reporting, Sarbanes-Oxley Act, Financial Statements, External Audit, General Ledger, Internal Audit, Financial Analysis, Tax Accounting, Revenue Recognition
Education
University of Colorado at Denver 2006 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Concordia College 2005 — 2006
SUNY Brockport 2004 — 2005
Great-West Financial March 2014 - Present
South Suburban Ice Arena, Family Sports Center, The Ice Ranch 2005 - Present
The Ice Ranch January 2014 - March 2014
GHP Horwath, P.C. January 2012 - December 2013
Morgan Stanley Wealth Management July 2007 - August 2008
SSSIHL May 2006 - August 2006
Puckmasters International May 2005 - August 2005
Skills
Hockey, SEC filings, GAAP, US GAAP, Auditing, Financial Accounting, Internal Controls, Accounting, Financial Reporting, Sarbanes-Oxley Act, Financial Statements, External Audit, General Ledger, Internal Audit, Financial Analysis, Tax Accounting, Revenue Recognition
Education
University of Colorado at Denver 2006 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Concordia College 2005 — 2006
SUNY Brockport 2004 — 2005
Matthew Clemente Matthew Clemente's Morgan Stanley Wealth Management Experience April 2013 - Present
Job RCSA at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2013 - Present
BCP Securities April 2011 - March 2012
McMahan Securities January 2010 - April 2011
BNY Mellon 2008 - 2009
Tradition 2005 - 2007
McMahan Securities 2002 - 2005
Skills
Microsoft Office, Omgeo Oasys, Omgeo ALERT, TradeMaster Database, Bloomberg Terminal, Microsoft Excel, Trace, Nasdaq Level III, Pershing Neovest, OATS, ACT, OFAC, AML, USA PATRIOT Act, Research, Analysis, Operations Management, Project Management, Presentations, Sales Operations, Finance, Compliance, Organizational Structure, Bloomberg, Alternative Investments, Equities, Fixed Income, Customer Service, Investments, Trading, Capital Markets
Education
Colby-Sawyer College 1998 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Killington Mountain School 1994 — 1998
Morgan Stanley Wealth Management April 2013 - Present
BCP Securities April 2011 - March 2012
McMahan Securities January 2010 - April 2011
BNY Mellon 2008 - 2009
Tradition 2005 - 2007
McMahan Securities 2002 - 2005
Skills
Microsoft Office, Omgeo Oasys, Omgeo ALERT, TradeMaster Database, Bloomberg Terminal, Microsoft Excel, Trace, Nasdaq Level III, Pershing Neovest, OATS, ACT, OFAC, AML, USA PATRIOT Act, Research, Analysis, Operations Management, Project Management, Presentations, Sales Operations, Finance, Compliance, Organizational Structure, Bloomberg, Alternative Investments, Equities, Fixed Income, Customer Service, Investments, Trading, Capital Markets
Education
Colby-Sawyer College 1998 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Killington Mountain School 1994 — 1998
Bruno Miguel Esquen Blas's Morgan Stanley Wealth Management Experience March 2013 - Present
Job Emerging Markets Fixed Income Sales Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2013 - Present
Morgan Stanley Wealth Management June 2012 - March 2013
Barclays Capital June 2011 - August 2011
UBS Wealth Management February 2011 - April 2011
Skills
Emerging Markets, Fixed Income, High Yield Bonds, Foreign Currency, Investments
Education
Columbia University in the City of New York 2008 — 2012
Bachelor of Arts (B.A.), Financial Economics
Universidad de Lima / University of Lima 2007 — 2008
Morgan Stanley Wealth Management March 2013 - Present
Morgan Stanley Wealth Management June 2012 - March 2013
Barclays Capital June 2011 - August 2011
UBS Wealth Management February 2011 - April 2011
Skills
Emerging Markets, Fixed Income, High Yield Bonds, Foreign Currency, Investments
Education
Columbia University in the City of New York 2008 — 2012
Bachelor of Arts (B.A.), Financial Economics
Universidad de Lima / University of Lima 2007 — 2008
Gregory Romagnoli Gregory Romagnoli's Morgan Stanley Wealth Management Experience 2013 - 2013
Job Product Specialist at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds April 2015 - Present
Preqin November 2014 - April 2015
Morgan Stanley Wealth Management 2013 - 2013
The South Carolina Department of Revenue May 2012 - August 2012
Westman Consulting, Inc. September 2009 - May 2012
General Premium June 2005 - August 2011
Orloff, Lowenbach, Stifelman & Siegel P.A. June 2008 - August 2008
Skills
Bloomberg Terminal, Microsoft Word, Microsoft Excel, Microsoft Office, Customer Service, Statistics, Training, Accounting, PowerPoint, Access, Financial Analysis, SPSS, Auditing, Data Analysis, Program Management, Finance, Leadership, Market Research, Bloomberg, Research, Valuation, Outlook, Public Speaking, Financial Reporting, Financial Modeling, Teamwork, Risk Management, Asset Management, Budgets, Business Analysis, Event Planning, Financial Accounting, Management, Marketing, QuickBooks, Spanish, Social Media
Education
Clemson University - College of Business and Behavioral Science 2009 — 2013
Bachelor of Science (BS), Financial Management, Minor in Accounting
OppenheimerFunds April 2015 - Present
Preqin November 2014 - April 2015
Morgan Stanley Wealth Management 2013 - 2013
The South Carolina Department of Revenue May 2012 - August 2012
Westman Consulting, Inc. September 2009 - May 2012
General Premium June 2005 - August 2011
Orloff, Lowenbach, Stifelman & Siegel P.A. June 2008 - August 2008
Skills
Bloomberg Terminal, Microsoft Word, Microsoft Excel, Microsoft Office, Customer Service, Statistics, Training, Accounting, PowerPoint, Access, Financial Analysis, SPSS, Auditing, Data Analysis, Program Management, Finance, Leadership, Market Research, Bloomberg, Research, Valuation, Outlook, Public Speaking, Financial Reporting, Financial Modeling, Teamwork, Risk Management, Asset Management, Budgets, Business Analysis, Event Planning, Financial Accounting, Management, Marketing, QuickBooks, Spanish, Social Media
Education
Clemson University - College of Business and Behavioral Science 2009 — 2013
Bachelor of Science (BS), Financial Management, Minor in Accounting
John Pratt John Pratt's Morgan Stanley Wealth Management Experience February 1988 - Present
Job Managing Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 1988 - Present
Skills
Golf, Soccer, Series 24, Series 7, Alternative Investments, Trading Systems, Asset Management, Investments, Series 63, Asset Allocation, Wealth Management, Mutual Funds, Financial Advisory, Securities, Separately Managed..., FINRA
Education
Colby College 1983 — 1987
BA, Economics
Worcester Academy 1982 — 1983
PG
Noble and Greenough School 1980 — 1982
High School
Morgan Stanley Wealth Management February 1988 - Present
Skills
Golf, Soccer, Series 24, Series 7, Alternative Investments, Trading Systems, Asset Management, Investments, Series 63, Asset Allocation, Wealth Management, Mutual Funds, Financial Advisory, Securities, Separately Managed..., FINRA
Education
Colby College 1983 — 1987
BA, Economics
Worcester Academy 1982 — 1983
PG
Noble and Greenough School 1980 — 1982
High School
Elisabeth Tone Elisabeth Tone's Morgan Stanley Wealth Management Experience September 2014 - Present
Job Content Strategy Associate at Morgan Stanley Wealth Management
Industry Publishing
Experience
Morgan Stanley Wealth Management September 2014 - Present
Palgrave Macmillan January 2013 - August 2014
Palgrave Macmillan January 2012 - January 2013
W. W. Norton & Company, Inc. September 2011 - December 2011
Thames & Hudson September 2011 - December 2011
Colgate University September 2007 - May 2011
Colgate University August 2009 - August 2010
The Tennessean June 2010 - July 2010
J.Crew May 2008 - July 2009
Skills
Editing, Press Releases, Editorial, InDesign, Creative Writing, Publications, Blogging, Publicity, Advertising
Education
Colgate University 2007 — 2011
BA, English Creative Writing, Minor in Geography
Morgan Stanley Wealth Management September 2014 - Present
Palgrave Macmillan January 2013 - August 2014
Palgrave Macmillan January 2012 - January 2013
W. W. Norton & Company, Inc. September 2011 - December 2011
Thames & Hudson September 2011 - December 2011
Colgate University September 2007 - May 2011
Colgate University August 2009 - August 2010
The Tennessean June 2010 - July 2010
J.Crew May 2008 - July 2009
Skills
Editing, Press Releases, Editorial, InDesign, Creative Writing, Publications, Blogging, Publicity, Advertising
Education
Colgate University 2007 — 2011
BA, English Creative Writing, Minor in Geography
Nina Babel PMP, CSM, CSPO Nina Babel PMP, CSM, CSPO's Morgan Stanley Wealth Management Experience November 2013 - May 2014
Job ResultsOriented Project Manager | CSM | CSPO | PMP Independent Consultant | Agile | Scrum
Industry Management Consulting
Experience
Deloitte November 2014 - May 2015
USPTO July 2014 - November 2014
Morgan Stanley Wealth Management November 2013 - May 2014
FICO May 2013 - October 2013
Bank of America July 2012 - January 2013
Fannie Mae November 2011 - June 2012
M Squared Strategies January 2008 - November 2011
Capital One November 2006 - December 2007
M Squared Strategies April 2005 - November 2006
American Red Cross December 2003 - April 2005
Skills
Project Planning, Project Implementation, Project Portfolio..., PMO, Green Belt, PMP, MS Project, SDLC, IT Governance, Change Management, Business Process..., Business Process Design, Performance Management, SharePoint, Waterfall, Business Management, Management Consulting, Program Management, Six Sigma, Blogging, Independent Contractors, Agile Project Management, Certified Scrum Master..., Management, CRM, Governance, Strategy, Business Process, Analysis, Project Delivery, Requirements Gathering, Team Leadership, Leadership, Project Management, Agile Methodologies, IT Strategy, Strategic Planning, Integration, Solution Architecture, Vendor Management, Business Transformation, Microsoft Project, Scrum
Education
The George Washington University 1997 — 1998
Masters Certificate, Project Management
Concordia University 1987 — 1992
Bachelor of Commerce, Administrative Management
SDDD How to Respond to a Multi-Step Bid
Deloitte November 2014 - May 2015
USPTO July 2014 - November 2014
Morgan Stanley Wealth Management November 2013 - May 2014
FICO May 2013 - October 2013
Bank of America July 2012 - January 2013
Fannie Mae November 2011 - June 2012
M Squared Strategies January 2008 - November 2011
Capital One November 2006 - December 2007
M Squared Strategies April 2005 - November 2006
American Red Cross December 2003 - April 2005
Skills
Project Planning, Project Implementation, Project Portfolio..., PMO, Green Belt, PMP, MS Project, SDLC, IT Governance, Change Management, Business Process..., Business Process Design, Performance Management, SharePoint, Waterfall, Business Management, Management Consulting, Program Management, Six Sigma, Blogging, Independent Contractors, Agile Project Management, Certified Scrum Master..., Management, CRM, Governance, Strategy, Business Process, Analysis, Project Delivery, Requirements Gathering, Team Leadership, Leadership, Project Management, Agile Methodologies, IT Strategy, Strategic Planning, Integration, Solution Architecture, Vendor Management, Business Transformation, Microsoft Project, Scrum
Education
The George Washington University 1997 — 1998
Masters Certificate, Project Management
Concordia University 1987 — 1992
Bachelor of Commerce, Administrative Management
SDDD How to Respond to a Multi-Step Bid
Yingcong (Roger) Huang's Morgan Stanley Wealth Management Experience April 2014 - January 2015
Job Analyst at Hudson Pilot, LLC
Industry Financial Services
Experience
Hudson Pilot, LLC February 2015 - Present
Morgan Stanley Wealth Management April 2014 - January 2015
Continuum Investment Advisers LLC January 2014 - April 2014
Industrial and Commercial Bank of China February 2012 - March 2012
KPMG China August 2010 - August 2010
Skills
Financial Modeling, Matlab, Microsoft Excel, Data Analysis, R, Crystal Ball, Decision Modeling, Quantitative Finance, Quantitative Research, Financial Market..., Asset Allocation, Investment Advisory, Strategic Financial..., Monte Carlo Simulation, Statistical Modeling, Machine Learning, PowerPoint, Statistics
Education
Columbia University in the City of New York 2012 — 2013
Master of Science (MS), Operations Research
Xiamen University 2008 — 2012
Bachelor of Science (BS), Mathematics
Hudson Pilot, LLC February 2015 - Present
Morgan Stanley Wealth Management April 2014 - January 2015
Continuum Investment Advisers LLC January 2014 - April 2014
Industrial and Commercial Bank of China February 2012 - March 2012
KPMG China August 2010 - August 2010
Skills
Financial Modeling, Matlab, Microsoft Excel, Data Analysis, R, Crystal Ball, Decision Modeling, Quantitative Finance, Quantitative Research, Financial Market..., Asset Allocation, Investment Advisory, Strategic Financial..., Monte Carlo Simulation, Statistical Modeling, Machine Learning, PowerPoint, Statistics
Education
Columbia University in the City of New York 2012 — 2013
Master of Science (MS), Operations Research
Xiamen University 2008 — 2012
Bachelor of Science (BS), Mathematics
Ajinkya Kolhe's Morgan Stanley Wealth Management Experience January 2013 - July 2013
Job University of Colorado Boulder
Industry Computer Software
Experience
Morgan Stanley Wealth Management January 2013 - July 2013
Morgan Stanley August 2011 - December 2012
Skills
Linux, Linux System..., Core Java, C++, Perl, Unix Shell Scripting, Python, Unix
Education
University of Colorado Boulder 2013 — 2015
Master of Science (MS), Computer Science
College of Engineering Pune 2007 — 2011
Bachelor of Technology (B.Tech.), Computer Science
Morgan Stanley Wealth Management January 2013 - July 2013
Morgan Stanley August 2011 - December 2012
Skills
Linux, Linux System..., Core Java, C++, Perl, Unix Shell Scripting, Python, Unix
Education
University of Colorado Boulder 2013 — 2015
Master of Science (MS), Computer Science
College of Engineering Pune 2007 — 2011
Bachelor of Technology (B.Tech.), Computer Science
Victoria Wade's Morgan Stanley Wealth Management Experience June 2013 - August 2013
Job Quality Assurance Analyst at Eze Software Group
Industry
Experience
Eze Software Group August 2015 - Present
Student Activities Council August 2014 - Present
marlo marketing/communications June 2014 - August 2014
Morgan Stanley Wealth Management June 2013 - August 2013
Private Families June 2012 - August 2012
Sandcastles Child Care September 2010 - September 2011
Island Company June 2011 - August 2011
Nantucket Babysitters, Inc. June 2011 - August 2011
Education
Connecticut College 2011 — 2015
Bachelor of Arts (B.A.), Economics, Applied Statistics, French
Institute for the International Education of Students 2013 — 2013
Bachelor of Arts (B.A.), Economics, French
Notre Dame Academy 2007 — 2011
Eze Software Group August 2015 - Present
Student Activities Council August 2014 - Present
marlo marketing/communications June 2014 - August 2014
Morgan Stanley Wealth Management June 2013 - August 2013
Private Families June 2012 - August 2012
Sandcastles Child Care September 2010 - September 2011
Island Company June 2011 - August 2011
Nantucket Babysitters, Inc. June 2011 - August 2011
Education
Connecticut College 2011 — 2015
Bachelor of Arts (B.A.), Economics, Applied Statistics, French
Institute for the International Education of Students 2013 — 2013
Bachelor of Arts (B.A.), Economics, French
Notre Dame Academy 2007 — 2011
Terrence Austin Terrence Austin's Morgan Stanley Wealth Management Experience June 2013 - Present
Job Clarkson University MBA
Industry Marketing and Advertising
Experience
Morgan Stanley Wealth Management June 2013 - Present
Argus Community, Inc. 2013 - 2013
Morgan Stanley Smith Barney LLC - Private Portfolio Group October 2010 - March 2011
NY Department of Environmental Protection June 2007 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Teamwork, Financial Modeling, Customer Service
Education
Clarkson University 2011 — 2012
Master of Business Administration (MBA)
Clarkson University 2006 — 2010
Bachelor of Science (BS), Financal Information & Analysis
Global Business
Bachelor of Science, Financial Information and Analysis
Morgan Stanley Wealth Management June 2013 - Present
Argus Community, Inc. 2013 - 2013
Morgan Stanley Smith Barney LLC - Private Portfolio Group October 2010 - March 2011
NY Department of Environmental Protection June 2007 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Teamwork, Financial Modeling, Customer Service
Education
Clarkson University 2011 — 2012
Master of Business Administration (MBA)
Clarkson University 2006 — 2010
Bachelor of Science (BS), Financal Information & Analysis
Global Business
Bachelor of Science, Financial Information and Analysis
Jennifer DeFazio Jennifer DeFazio's Morgan Stanley Wealth Management Experience May 2010 - Present
Job at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2010 - Present
Citigroup January 2009 - June 2010
Citigroup July 2005 - December 2008
Citigroup Global Markets Inc. August 2003 - July 2005
Beacon Capital Partners June 1998 - June 2001
Morgan Stanley August 1996 - May 1998
Skills
Capital Markets, Equities, Financial Analysis, Financial Structuring, Investments, Mergers, Negotiation, Project Management, Strategic Partnerships, Strategy, Valuation, Wealth Management, Business Development, Financial Modeling, Mergers, Real Estate, Restructuring, Series 63, Series 7, Finance
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Finance, General
Providence College 1992 — 1996
Mathematics, Economics, Spanish, Art History
Wolcott 1988 — 1992
Physics
Morgan Stanley Wealth Management May 2010 - Present
Citigroup January 2009 - June 2010
Citigroup July 2005 - December 2008
Citigroup Global Markets Inc. August 2003 - July 2005
Beacon Capital Partners June 1998 - June 2001
Morgan Stanley August 1996 - May 1998
Skills
Capital Markets, Equities, Financial Analysis, Financial Structuring, Investments, Mergers, Negotiation, Project Management, Strategic Partnerships, Strategy, Valuation, Wealth Management, Business Development, Financial Modeling, Mergers, Real Estate, Restructuring, Series 63, Series 7, Finance
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Finance, General
Providence College 1992 — 1996
Mathematics, Economics, Spanish, Art History
Wolcott 1988 — 1992
Physics
Julia Richartty Julia Richartty's Morgan Stanley Wealth Management Experience June 2013 - August 2015
Job Senior Business Analyst
Industry Investment Management
Experience
Morgan Stanley Wealth Management June 2013 - August 2015
Lazard Asset Management April 2011 - June 2013
Hartford Life Private Placement January 2007 - April 2011
The Capital Group Companies December 2000 - December 2006
Skills
Data Analysis, Requirements Gathering, Risk Management, Data Quality, User Acceptance Testing, Business Analysis, Fixed Income, Financial Services, Market Data, Fixed Income portfolio..., Client Communication, Requirements Analysis
Education
Columbia Southern University 2011 — 2015
Bachelor's Degree, Business Administration (Finance)
Columbia Southern University 2011 — 2015
Certificate in Project Management
Morgan Stanley Wealth Management June 2013 - August 2015
Lazard Asset Management April 2011 - June 2013
Hartford Life Private Placement January 2007 - April 2011
The Capital Group Companies December 2000 - December 2006
Skills
Data Analysis, Requirements Gathering, Risk Management, Data Quality, User Acceptance Testing, Business Analysis, Fixed Income, Financial Services, Market Data, Fixed Income portfolio..., Client Communication, Requirements Analysis
Education
Columbia Southern University 2011 — 2015
Bachelor's Degree, Business Administration (Finance)
Columbia Southern University 2011 — 2015
Certificate in Project Management
Bradley C Barnes CFP Bradley C Barnes CFP's Morgan Stanley Wealth Management Experience January 1981 - Present
Job Wealth Advisor
Industry Investment Management
Experience
Morgan Stanley Wealth Management January 1981 - Present
Estate Planning Council of Bakersfield January 2009 - December 2010
KCERA Property Inc. January 2009 - December 2010
Kern County Employee's Retirement Association January 2008 - December 2008
Kern County Youth for Christ July 2004 - June 2006
Southern Sierra Council Boy Scouts of America January 1998 - December 1999
Woods Hole Oceanographic Institution June 1977 - October 1977
Reese Sales Inc. 1974 - 1975
Skills
Wealth Management, Strategic Financial..., Long Term Care Insurance, Retirement Planning, Investments, Series 7, Investment Advisory, Asset Allocation, Mutual Funds, Investment Strategies, Alternative Investments, Estate Planning, 401k, ETFs, Financial Advisory
Education
USC Marshall School of Business
BS, Business Administration
University of Pennsylvania - The Wharton School
CIMA
College for Financial Planning
CFP, Financial Planning and Services
West High School
Morgan Stanley Wealth Management January 1981 - Present
Estate Planning Council of Bakersfield January 2009 - December 2010
KCERA Property Inc. January 2009 - December 2010
Kern County Employee's Retirement Association January 2008 - December 2008
Kern County Youth for Christ July 2004 - June 2006
Southern Sierra Council Boy Scouts of America January 1998 - December 1999
Woods Hole Oceanographic Institution June 1977 - October 1977
Reese Sales Inc. 1974 - 1975
Skills
Wealth Management, Strategic Financial..., Long Term Care Insurance, Retirement Planning, Investments, Series 7, Investment Advisory, Asset Allocation, Mutual Funds, Investment Strategies, Alternative Investments, Estate Planning, 401k, ETFs, Financial Advisory
Education
USC Marshall School of Business
BS, Business Administration
University of Pennsylvania - The Wharton School
CIMA
College for Financial Planning
CFP, Financial Planning and Services
West High School
Chad Bischoff Chad Bischoff's Morgan Stanley Wealth Management Experience June 2013 - June 2014
Job Bank Teller at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo August 2014 - Present
Morgan Stanley Wealth Management June 2013 - June 2014
Morgan Stanley Wealth Management June 2012 - June 2013
Strong Audi September 2010 - June 2011
Fire House Car Wash and Detail March 2009 - August 2010
Bischoff Car Wash & Detail, Bountiful September 1999 - March 2009
United States Air Force October 1995 - October 1999
United States Air Force August 1995 - September 1999
Skills
Banking, Customer Relations, Negotiation, Problem Solving, Sales, Sales Management, Customer Satisfaction, New Business Development, Marketing, Coaching, Account Management, Team Building, Strategic Planning, Contract Negotiation, Microsoft Excel, Business Strategy, Training, Retail, Recruiting, Leadership, Strategy, Customer Service, Leadership Development, Entrepreneurship, Analysis, Business Planning, Business Development, Human Resources, Management, Financial Analysis, Process Improvement
Education
Westminster College 2000 — 2005
Bachelor of Science (B.S.), Business Studies, 3.612
Hawaii Pacific University 1998 — 1999
General Education
Community College of the Air Force 1995 — 1997
Military Training and Computer Communications.
Westminster College MBA Program
Bachelor of Science (BS), Business Studies
Wells Fargo August 2014 - Present
Morgan Stanley Wealth Management June 2013 - June 2014
Morgan Stanley Wealth Management June 2012 - June 2013
Strong Audi September 2010 - June 2011
Fire House Car Wash and Detail March 2009 - August 2010
Bischoff Car Wash & Detail, Bountiful September 1999 - March 2009
United States Air Force October 1995 - October 1999
United States Air Force August 1995 - September 1999
Skills
Banking, Customer Relations, Negotiation, Problem Solving, Sales, Sales Management, Customer Satisfaction, New Business Development, Marketing, Coaching, Account Management, Team Building, Strategic Planning, Contract Negotiation, Microsoft Excel, Business Strategy, Training, Retail, Recruiting, Leadership, Strategy, Customer Service, Leadership Development, Entrepreneurship, Analysis, Business Planning, Business Development, Human Resources, Management, Financial Analysis, Process Improvement
Education
Westminster College 2000 — 2005
Bachelor of Science (B.S.), Business Studies, 3.612
Hawaii Pacific University 1998 — 1999
General Education
Community College of the Air Force 1995 — 1997
Military Training and Computer Communications.
Westminster College MBA Program
Bachelor of Science (BS), Business Studies
Bob Watral, CFP, CDFA, APMA Bob Watral, CFP, CDFA, APMA's Morgan Stanley Wealth Management Experience May 1986 - November 2010
Job CERTIFIED FINANCIAL PLANNER practitioner / Certified Divorce Financial Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial November 2010 - Present
Morgan Stanley Wealth Management May 1986 - November 2010
U. S. Marine Corps May 1979 - April 1986
Skills
Retirement Planning, Strategic Financial..., Investments, Portfolio Management, Financial Analysis, Finance, Small Business, Certified Financial..., Series 7, Financial Planners, Wealth Management, Registered Investment..., Certified Divorce..., Long-term Care, Retirement, Series 65, Financial Advisory, Series 63, Asset Allocation, Investment Advisory, Alternative Investments, Investment Strategies, IRAs, Investment Management, FINRA, 401k, Estate Planning, Wealth, Life Insurance, Financial Services, Asset Management, Financial Planning
Education
Duke University 1975 — 1979
BS, Bachelor of Science, Botany
Webster University 1982 — 1984
MA, Master of Arts, Management
College for Financial Planning 1995 — 1997
CFP, Certified Financial Planning practitioner
Institute for Divorce Financial Analysts 2007 — 2008
CDFA, Certified Divorce Financial Analyst
College for Financial Planning 2013 — 2013
APMA, Accredited Portfolio Management Advisor
Ameriprise Financial November 2010 - Present
Morgan Stanley Wealth Management May 1986 - November 2010
U. S. Marine Corps May 1979 - April 1986
Skills
Retirement Planning, Strategic Financial..., Investments, Portfolio Management, Financial Analysis, Finance, Small Business, Certified Financial..., Series 7, Financial Planners, Wealth Management, Registered Investment..., Certified Divorce..., Long-term Care, Retirement, Series 65, Financial Advisory, Series 63, Asset Allocation, Investment Advisory, Alternative Investments, Investment Strategies, IRAs, Investment Management, FINRA, 401k, Estate Planning, Wealth, Life Insurance, Financial Services, Asset Management, Financial Planning
Education
Duke University 1975 — 1979
BS, Bachelor of Science, Botany
Webster University 1982 — 1984
MA, Master of Arts, Management
College for Financial Planning 1995 — 1997
CFP, Certified Financial Planning practitioner
Institute for Divorce Financial Analysts 2007 — 2008
CDFA, Certified Divorce Financial Analyst
College for Financial Planning 2013 — 2013
APMA, Accredited Portfolio Management Advisor
Jacob Seide's Morgan Stanley Wealth Management Experience June 2014 - August 2014
Job Incoming Equity Research Associate | Guggenheim Securities at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners September 2015 - Present
Guggenheim Partners June 2015 - Present
Morgan Stanley Wealth Management June 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Research, PowerPoint, Microsoft Word, Public Speaking, Teamwork, Social Media, Analysis, Data Analysis, Investments, Leadership, Equities
Education
Cornell University 2012 — 2016
Industrial and Labor Relations, Economics
Guggenheim Partners September 2015 - Present
Guggenheim Partners June 2015 - Present
Morgan Stanley Wealth Management June 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Research, PowerPoint, Microsoft Word, Public Speaking, Teamwork, Social Media, Analysis, Data Analysis, Investments, Leadership, Equities
Education
Cornell University 2012 — 2016
Industrial and Labor Relations, Economics
Jeanne Marie Malena Jeanne Marie Malena's Morgan Stanley Wealth Management Experience August 2013 - Present
Job The Mariaca Group Registered Associate
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2013 - Present
Skills
Microsoft Office, Bloomberg, NETEX 360, Sales Compensation, Training, Operations Management, Legal Compliance, Sales Management, Vendor Management, Customer Satisfaction, Cross Border, Expense Management, Business Process..., Analysis
Education
College of Mount Saint Vincent 2005 — 2009
B.S, Business Administration, International Business, Economics
Morgan Stanley Wealth Management August 2013 - Present
Skills
Microsoft Office, Bloomberg, NETEX 360, Sales Compensation, Training, Operations Management, Legal Compliance, Sales Management, Vendor Management, Customer Satisfaction, Cross Border, Expense Management, Business Process..., Analysis
Education
College of Mount Saint Vincent 2005 — 2009
B.S, Business Administration, International Business, Economics
Andrew Napp Andrew Napp's Morgan Stanley Wealth Management Experience 2011 - 2014
Job Head of Product Marketing at HSBC Retail Banking and Wealth Management for North America
Industry Financial Services
Experience
HSBC Retail Banking and Wealth Management 2014 - Present
Morgan Stanley Wealth Management 2011 - 2014
Morgan Stanley Smith Barney 2009 - 2011
Citi Smith Barney 2006 - 2009
American Express May 2004 - May 2006
American Express January 2000 - May 2004
American Express August 1997 - January 2000
American Express June 1996 - August 1997
American Express September 1993 - June 1996
Skills
Segmentation, Product Management, Credit Cards, Loyalty Programs, Product Development, Cards, Multi-channel Marketing, Loyalty Marketing, P&L Management, Strategic Partnerships, Customer Experience, Retail Banking, Payments, Strategy Development, Direct Marketing, Marketing Strategy, Marketing Communications, Customer Acquisition, Market Research, Strategy
Education
Cornell University
BS
New York University - Leonard N. Stern School of Business
MBA
HSBC Retail Banking and Wealth Management 2014 - Present
Morgan Stanley Wealth Management 2011 - 2014
Morgan Stanley Smith Barney 2009 - 2011
Citi Smith Barney 2006 - 2009
American Express May 2004 - May 2006
American Express January 2000 - May 2004
American Express August 1997 - January 2000
American Express June 1996 - August 1997
American Express September 1993 - June 1996
Skills
Segmentation, Product Management, Credit Cards, Loyalty Programs, Product Development, Cards, Multi-channel Marketing, Loyalty Marketing, P&L Management, Strategic Partnerships, Customer Experience, Retail Banking, Payments, Strategy Development, Direct Marketing, Marketing Strategy, Marketing Communications, Customer Acquisition, Market Research, Strategy
Education
Cornell University
BS
New York University - Leonard N. Stern School of Business
MBA
EdwinYaote Lo EdwinYaote Lo's Morgan Stanley Wealth Management Experience July 2012 - December 2012
Job Attended University of California, Davis
Industry Financial Services
Experience
Navion Financial Advisors, LLC April 2012 - June 2013
Morgan Stanley Wealth Management July 2012 - December 2012
Standard Chartered Bank May 2007 - August 2007
Skills
Financial Analysis, Financial Reporting, Problem Solving, Microsoft Office, Bilingual, Technical Analysis, Economic Research, Economics, Financial Modeling, Financial Accounting, Fundamental Analysis, Financial Risk, Equity Research, Options Strategies, Trade Operations, Stata
Education
University of California, Davis 2011 — 2013
Bachelor of Arts (B.A.), Economics
College of San Mateo 2009 — 2011
Finance, General
Navion Financial Advisors, LLC April 2012 - June 2013
Morgan Stanley Wealth Management July 2012 - December 2012
Standard Chartered Bank May 2007 - August 2007
Skills
Financial Analysis, Financial Reporting, Problem Solving, Microsoft Office, Bilingual, Technical Analysis, Economic Research, Economics, Financial Modeling, Financial Accounting, Fundamental Analysis, Financial Risk, Equity Research, Options Strategies, Trade Operations, Stata
Education
University of California, Davis 2011 — 2013
Bachelor of Arts (B.A.), Economics
College of San Mateo 2009 — 2011
Finance, General
Holly Ziegel Ruxin's Morgan Stanley Wealth Management Experience April 2006 - October 2012
Job CEO & Founder Montcalm TCR
Industry Financial Services
Experience
Montcalm TCR October 2012 - Present
Morgan Stanley Wealth Management April 2006 - October 2012
Bank of America May 2001 - April 2006
Goldman Sachs June 1997 - May 2001
Education
Columbia University - Columbia Business School 1995 — 1997
MBA
University of Michigan 1987 — 1991
BA
Briarcliff High School 1983 — 1987
Montcalm TCR October 2012 - Present
Morgan Stanley Wealth Management April 2006 - October 2012
Bank of America May 2001 - April 2006
Goldman Sachs June 1997 - May 2001
Education
Columbia University - Columbia Business School 1995 — 1997
MBA
University of Michigan 1987 — 1991
BA
Briarcliff High School 1983 — 1987
Patrick Callaway Patrick Callaway's Morgan Stanley Wealth Management Experience November 2011 - Present
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2011 - Present
Merrill Lynch September 2008 - November 2011
Callaway Gardens May 2000 - August 2006
Skills
Wealth Management, Tennis, Portfolio Management, Investment Strategies, Foreign Investment, Investment Properties, Modern Portfolio Theory
Education
Columbus State University 2002 — 2007
B.S. Finance
University of Colorado at Boulder 2001 — 2002
Finance, General
Brookstone High School 1987 — 2001
Morgan Stanley Wealth Management November 2011 - Present
Merrill Lynch September 2008 - November 2011
Callaway Gardens May 2000 - August 2006
Skills
Wealth Management, Tennis, Portfolio Management, Investment Strategies, Foreign Investment, Investment Properties, Modern Portfolio Theory
Education
Columbus State University 2002 — 2007
B.S. Finance
University of Colorado at Boulder 2001 — 2002
Finance, General
Brookstone High School 1987 — 2001
Sylvia Ramos, PHR, CIR Sylvia Ramos, PHR, CIR's Morgan Stanley Wealth Management Experience April 2013 - Present
Job Regional Talent Acquisition Recruiter at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2013 - Present
Cogent Communications February 2011 - March 2013
Access (AT&T Project) November 2010 - January 2011
Clearwire November 2009 - November 2010
My Eye Dr. February 2009 - June 2009
Bally Total Fitness May 2005 - October 2008
Manpower 2003 - 2005
StaffMax 2000 - 2001
Skills
Full-life Cycle..., Recruiting, Sourcing, Talent Acquisition, Internet Recruiting, Interviews, Onboarding, Talent Pipelining, Passive Candidate..., Workforce Planning, Sales Recruiting, Job Coaching, Training, Human Resources..., Talent Management, Corporate Recruiting, Applicant Tracking..., Client/Hiring Manager..., Performance Management, Payroll, Building Relationships, Corrective Actions, Management, Human Resources, Negotiation, Benefits Administration, Screening, Technical Recruiting, Cold Calling, Executive Search, Taleo, College Recruiting, Temporary Placement, Strategy, Staffing Services, Temporary Staffing, HRIS, Leadership, Employee Relations, Sales, Benefits Negotiation, Resume Writing, Personnel Management, Sales Management, Hiring, Contract Recruitment, Networking, Screening Resumes, Career Development
Education
Cornell University
Human Resources Practices Professional Development Program, Human Resources Development
The University of Texas at El Paso
Morgan Stanley Wealth Management April 2013 - Present
Cogent Communications February 2011 - March 2013
Access (AT&T Project) November 2010 - January 2011
Clearwire November 2009 - November 2010
My Eye Dr. February 2009 - June 2009
Bally Total Fitness May 2005 - October 2008
Manpower 2003 - 2005
StaffMax 2000 - 2001
Skills
Full-life Cycle..., Recruiting, Sourcing, Talent Acquisition, Internet Recruiting, Interviews, Onboarding, Talent Pipelining, Passive Candidate..., Workforce Planning, Sales Recruiting, Job Coaching, Training, Human Resources..., Talent Management, Corporate Recruiting, Applicant Tracking..., Client/Hiring Manager..., Performance Management, Payroll, Building Relationships, Corrective Actions, Management, Human Resources, Negotiation, Benefits Administration, Screening, Technical Recruiting, Cold Calling, Executive Search, Taleo, College Recruiting, Temporary Placement, Strategy, Staffing Services, Temporary Staffing, HRIS, Leadership, Employee Relations, Sales, Benefits Negotiation, Resume Writing, Personnel Management, Sales Management, Hiring, Contract Recruitment, Networking, Screening Resumes, Career Development
Education
Cornell University
Human Resources Practices Professional Development Program, Human Resources Development
The University of Texas at El Paso
Paul Bechly Paul Bechly's Morgan Stanley Wealth Management Experience 1993 - Present
Job First Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management 1993 - Present
DuPont 1980 - 1993
Education
Cornell University 1976 — 1980
Bachelor of Science (BS), Chemical Engineering
The American College 2006 — 2008
Master of Science (MS), Financial Services
Wilmington University 2013 — 2017
Doctor of Business Administration (in progress)
Morgan Stanley Wealth Management 1993 - Present
DuPont 1980 - 1993
Education
Cornell University 1976 — 1980
Bachelor of Science (BS), Chemical Engineering
The American College 2006 — 2008
Master of Science (MS), Financial Services
Wilmington University 2013 — 2017
Doctor of Business Administration (in progress)
Connor Wolfe's Morgan Stanley Wealth Management Experience June 2014 - August 2014
Job StudentAthlete at Connecticut College
Industry
Experience
Morgan Stanley Wealth Management June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Photoshop, Research, Social Media, Teamwork, Windows, Facebook, HTML, Social Networking, Spanish, Access, Leadership, Public Speaking, Event Planning
Education
Connecticut College 2012 — 2016
Economics
Scarsdale High School 2009 — 2012
High School
Morgan Stanley Wealth Management June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Photoshop, Research, Social Media, Teamwork, Windows, Facebook, HTML, Social Networking, Spanish, Access, Leadership, Public Speaking, Event Planning
Education
Connecticut College 2012 — 2016
Economics
Scarsdale High School 2009 — 2012
High School
Brian McPherson's Morgan Stanley Wealth Management Experience June 2013 - August 2013
Job Consultant at Manhattan Associates
Industry Logistics and Supply Chain
Experience
Manhattan Associates January 2014 - Present
Morgan Stanley Wealth Management June 2013 - August 2013
Chart Industries May 2012 - August 2012
Skills
Solidworks, Microsoft Excel, PowerPoint, AutoCAD, Microsoft Word, Access
Education
Clemson University 2009 — 2013
Bachelor of Science, Mechanical Engineering
The Walker School 2005 — 2009
Manhattan Associates January 2014 - Present
Morgan Stanley Wealth Management June 2013 - August 2013
Chart Industries May 2012 - August 2012
Skills
Solidworks, Microsoft Excel, PowerPoint, AutoCAD, Microsoft Word, Access
Education
Clemson University 2009 — 2013
Bachelor of Science, Mechanical Engineering
The Walker School 2005 — 2009
Ariella Gintzler's Morgan Stanley Wealth Management Experience May 2012 - August 2012
Job Assistant Pro at Challenge Aspen
Industry Environmental Services
Experience
Challenge Aspen August 2015 - Present
Trail Runner Magazine March 2015 - May 2015
Writers House September 2014 - December 2014
Colby College Farnham Writer's Center September 2012 - August 2014
Morgan Stanley Wealth Management May 2012 - August 2012
Monroe Street Movement Space 2006 - 2010
Skills
Writing, Microsoft Excel, Editing, Answering Phones, Microsoft Office, Microsoft Word, PowerPoint, Organization, Team Leadership, Teamwork, Outdoor Recreation, Critical Thinking, Tutoring
Education
Colby College 2010 — 2014
Bachelor's degree, English Language and Literature, General
The University of Edinburgh 2013 — 2013
English Literature
Challenge Aspen August 2015 - Present
Trail Runner Magazine March 2015 - May 2015
Writers House September 2014 - December 2014
Colby College Farnham Writer's Center September 2012 - August 2014
Morgan Stanley Wealth Management May 2012 - August 2012
Monroe Street Movement Space 2006 - 2010
Skills
Writing, Microsoft Excel, Editing, Answering Phones, Microsoft Office, Microsoft Word, PowerPoint, Organization, Team Leadership, Teamwork, Outdoor Recreation, Critical Thinking, Tutoring
Education
Colby College 2010 — 2014
Bachelor's degree, English Language and Literature, General
The University of Edinburgh 2013 — 2013
English Literature
Laleen (Lally) Collins Doerrer's Morgan Stanley Wealth Management Experience 1999 - 2000
Job Managing Director Kaizen Inc.
Industry Capital Markets
Experience
Kaizen Incorporated. April 2009 - Present
Chicago Finance Exchange 2006 - 2015
Chicago Finance Exchange 2006 - 2015
Alternative Investment Forum 2012 - 2013
Alternative Investment Forum 2012 - 2013
Barclays Capital, (Formerly Lehman Prime Brokerage) June 2005 - November 2008
Mesirow Financial December 2000 - June 2005
Morgan Stanley Wealth Management 1999 - 2000
ABN AMRO 1997 - 2000
Skills
Alternative Investments, Capital Markets, Change Management, Strategic Consulting, Investments, Sales Management, Relationship Management
Education
Claremont McKenna College 1981 — 1983
Bachlors of Science, Political Science and Economics
Kaizen Incorporated. April 2009 - Present
Chicago Finance Exchange 2006 - 2015
Chicago Finance Exchange 2006 - 2015
Alternative Investment Forum 2012 - 2013
Alternative Investment Forum 2012 - 2013
Barclays Capital, (Formerly Lehman Prime Brokerage) June 2005 - November 2008
Mesirow Financial December 2000 - June 2005
Morgan Stanley Wealth Management 1999 - 2000
ABN AMRO 1997 - 2000
Skills
Alternative Investments, Capital Markets, Change Management, Strategic Consulting, Investments, Sales Management, Relationship Management
Education
Claremont McKenna College 1981 — 1983
Bachlors of Science, Political Science and Economics
Keith Robinson, CIMA Keith Robinson, CIMA's Morgan Stanley Wealth Management Experience April 2009 - Present
Job Sr Investment Management Consultant Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2009 - Present
UBS January 1998 - April 2009
Skills
Series 7, Series 63, Cash Management, 401k, Estate Planning, Financial Advisory, Hedge Funds, Investment Advisory, Investment Management, Series 65, Portfolio Management, Wealth Management, Strategic Financial..., Mutual Funds, Asset Allocation, Investment Strategies, Investments, Retirement Planning
Education
University of Pennsylvania - The Wharton School 2006 — 2007
Certified Investment Management Analyst
Colorado State University 1993 — 1997
BS - Business Administration, Accounting
Morgan Stanley Wealth Management April 2009 - Present
UBS January 1998 - April 2009
Skills
Series 7, Series 63, Cash Management, 401k, Estate Planning, Financial Advisory, Hedge Funds, Investment Advisory, Investment Management, Series 65, Portfolio Management, Wealth Management, Strategic Financial..., Mutual Funds, Asset Allocation, Investment Strategies, Investments, Retirement Planning
Education
University of Pennsylvania - The Wharton School 2006 — 2007
Certified Investment Management Analyst
Colorado State University 1993 — 1997
BS - Business Administration, Accounting
Daniela M. Curmei MIA Daniela M. Curmei MIA's Morgan Stanley Wealth Management Experience September 2011 - December 2013
Job Financial Analysis I Economic Policy I Business Strategy
Industry Financial Services
Experience
NYC Department of Finance July 2015 - Present
NYC Department of Education January 2014 - July 2015
Morgan Stanley Wealth Management September 2011 - December 2013
Delphi Securities June 2011 - September 2011
Ipix Romania September 2003 - December 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Macroeconomics, Emerging Markets, Data Analysis, Portfolio Management, Business Strategy, Entrepreneurship, Economics, Strategy, Project Management, Quantitative Research, Investments, Analysis, Relationship Management, Economic Policy, Performance Measurement, Economic Development, Econometrics, Stata
Education
Columbia University - School of International and Public Affairs 2010 — 2012
Masters, Finance & Economic Policy Management
Mercy College 2005 — 2009
Bachelor of Science (BS), Dual Degree, Psychology Comparative Politics Minor in Business Administration
Universitatea „Alexandru Ioan Cuza” din Iași 2001 — 2003
Philosophy
NYC Department of Finance July 2015 - Present
NYC Department of Education January 2014 - July 2015
Morgan Stanley Wealth Management September 2011 - December 2013
Delphi Securities June 2011 - September 2011
Ipix Romania September 2003 - December 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Macroeconomics, Emerging Markets, Data Analysis, Portfolio Management, Business Strategy, Entrepreneurship, Economics, Strategy, Project Management, Quantitative Research, Investments, Analysis, Relationship Management, Economic Policy, Performance Measurement, Economic Development, Econometrics, Stata
Education
Columbia University - School of International and Public Affairs 2010 — 2012
Masters, Finance & Economic Policy Management
Mercy College 2005 — 2009
Bachelor of Science (BS), Dual Degree, Psychology Comparative Politics Minor in Business Administration
Universitatea „Alexandru Ioan Cuza” din Iași 2001 — 2003
Philosophy
Jack Tallevast Jack Tallevast's Morgan Stanley Wealth Management Experience April 2010 - July 2011
Job Returning to my roots soon!
Industry Food & Beverages
Experience
Strickland Companies January 2012 - September 2014
Huntsville 3v3 Soccer January 2009 - January 2013
Morgan Stanley Wealth Management April 2010 - July 2011
Business Interiors, Inc October 2007 - January 2010
Herman Miller February 2005 - October 2007
Skills
Employee Benefits, New Business Development, Business Strategy, GSA Furniture, Business Development, Business Intelligence, Contract Negotiation, Executive Management, Furniture, Key Account Management, Lead Generation, Move Management, Project Planning, Salesforce.com, Leadership, Sales, Strategic Planning, Management, Marketing, Sales Management, Team Building, Marketing Strategy, Account Management, Strategy, Negotiation, Business Planning, Budgets, Change Management, Cross-functional Team..., Project Management, Solution Selling, Strategic Partnerships
Education
Clemson University 1973 — 1977
Industrial Engineering
Strickland Companies January 2012 - September 2014
Huntsville 3v3 Soccer January 2009 - January 2013
Morgan Stanley Wealth Management April 2010 - July 2011
Business Interiors, Inc October 2007 - January 2010
Herman Miller February 2005 - October 2007
Skills
Employee Benefits, New Business Development, Business Strategy, GSA Furniture, Business Development, Business Intelligence, Contract Negotiation, Executive Management, Furniture, Key Account Management, Lead Generation, Move Management, Project Planning, Salesforce.com, Leadership, Sales, Strategic Planning, Management, Marketing, Sales Management, Team Building, Marketing Strategy, Account Management, Strategy, Negotiation, Business Planning, Budgets, Change Management, Cross-functional Team..., Project Management, Solution Selling, Strategic Partnerships
Education
Clemson University 1973 — 1977
Industrial Engineering
Christy Price Christy Price's Morgan Stanley Wealth Management Experience 2010 - 2014
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2014 - Present
Morgan Stanley Wealth Management 2010 - 2014
Putnam Investments 2000 - 2010
Skills
Capital Markets, Series 7, Trading, Series 24, Series 63, Series 6, Financial Advisory, Customer Service, Financial Services, Banking
Education
Roger Williams University 1993 — 1997
Bachelor of Science (BS), Paralegal Studies
Community College of Rhode Island
Associate of Arts and Sciences (AAS), Law Enforcement
Merrill Lynch 2014 - Present
Morgan Stanley Wealth Management 2010 - 2014
Putnam Investments 2000 - 2010
Skills
Capital Markets, Series 7, Trading, Series 24, Series 63, Series 6, Financial Advisory, Customer Service, Financial Services, Banking
Education
Roger Williams University 1993 — 1997
Bachelor of Science (BS), Paralegal Studies
Community College of Rhode Island
Associate of Arts and Sciences (AAS), Law Enforcement
Michael Anderson, CRPC's Morgan Stanley Wealth Management Experience February 2008 - Present
Job Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2008 - Present
Ameriprise Financial 2004 - 2008
Skills
Series 7, Wealth Management, Financial Planning, Retirement Planning, Investments, Asset Management, 401k, Portfolio Management, Financial Analysis, Loans, Asset Allocation, Banking, Strategic Financial..., Mutual Funds, Series 63, Investment Advisory, Finance, Retirement, Securities
Education
College for Financial Planning
Chartered Retirement Planning Counselor
University of South Carolina - The Moore School of Business
Bachelor of Science, Finance
Morgan Stanley Wealth Management February 2008 - Present
Ameriprise Financial 2004 - 2008
Skills
Series 7, Wealth Management, Financial Planning, Retirement Planning, Investments, Asset Management, 401k, Portfolio Management, Financial Analysis, Loans, Asset Allocation, Banking, Strategic Financial..., Mutual Funds, Series 63, Investment Advisory, Finance, Retirement, Securities
Education
College for Financial Planning
Chartered Retirement Planning Counselor
University of South Carolina - The Moore School of Business
Bachelor of Science, Finance
Kirsten Cavaness's Morgan Stanley Wealth Management Experience July 2006 - June 2008
Job Green Window Group LLC Ideas. Solutions. Results.
Industry Architecture & Planning
Experience
Green Window Group LLC 2015 - Present
Victory Healthcare July 2012 - October 2014
Cavco Construction January 2003 - August 2012
Morgan Stanley Wealth Management July 2006 - June 2008
CME Group September 2001 - January 2003
SpawMaxwell Company September 1997 - September 1999
Skills
JCAHO, Customer Service, Microsoft Office, Facilities Management, Facilities Operations, Capital Budgeting, Supplier Diversity, Job Scheduling, Project Management, Databases, Construction Management, Cost Accounting, Construction Consulting, Stockbroking, Financial Analysis, Financial Reporting, NASD, Market Data, Financial Advisory, Contract Negotiation, Project Estimation, Contract Management, Trading, Budgets, Value Engineering, LEED, Business Development, RFI, Cost Management, Submittals, Project Bidding, Pre-construction, Schedules, Management, Procurement, Construction, Cost Control, Green Building
Education
Cornell University 2013 — 2015
Heathcare Leadership & Facilities Design Certification, Healthcare Leadership & Facilities Design
University of Houston 1996 — 1999
Pre-Law Studies
Pearland High School 1989 — 1993
Honors, Summa Cum Laude
Green Window Group LLC 2015 - Present
Victory Healthcare July 2012 - October 2014
Cavco Construction January 2003 - August 2012
Morgan Stanley Wealth Management July 2006 - June 2008
CME Group September 2001 - January 2003
SpawMaxwell Company September 1997 - September 1999
Skills
JCAHO, Customer Service, Microsoft Office, Facilities Management, Facilities Operations, Capital Budgeting, Supplier Diversity, Job Scheduling, Project Management, Databases, Construction Management, Cost Accounting, Construction Consulting, Stockbroking, Financial Analysis, Financial Reporting, NASD, Market Data, Financial Advisory, Contract Negotiation, Project Estimation, Contract Management, Trading, Budgets, Value Engineering, LEED, Business Development, RFI, Cost Management, Submittals, Project Bidding, Pre-construction, Schedules, Management, Procurement, Construction, Cost Control, Green Building
Education
Cornell University 2013 — 2015
Heathcare Leadership & Facilities Design Certification, Healthcare Leadership & Facilities Design
University of Houston 1996 — 1999
Pre-Law Studies
Pearland High School 1989 — 1993
Honors, Summa Cum Laude
Joe D'Agostino Joe D'Agostino's Morgan Stanley Wealth Management Experience 2007 - 2012
Job Partner and Chief Operating Officer at WestEnd Advisors, LLC
Industry Financial Services
Experience
American Century Investments® 2012 - 2015
Morgan Stanley Wealth Management 2007 - 2012
Citi Smith Barney 2005 - 2007
Smith Barney 1994 - 2005
Smith Barney Shearson 1992 - 1994
Shearson Lehman Hutton 1990 - 1992
Shearson Lehman Brothers 1987 - 1990
The Robinson-Humphrey Company, a Division of Shearson American Express 1984 - 1987
The Coca-Cola Company 1983 - 1984
Manufacturers Hanover Trust 1979 - 1981
Skills
Mutual Funds, Wealth Management, Asset Management, Alternative Investments, Equities, ETFs, Asset Allocation, Financial Services, Investment Management, Portfolio Management, Insurance, Team Leadership, Strategy, Fixed Income, Closed-end Funds, Hedge Funds, Unit Investment Trusts, Fixed Annuities, Recruiting, Selecting..., Annuities, UITs
Education
Columbia University - Columbia Business School 1981 — 1983
MBA, Marketing and Finance
College of the Holy Cross 1975 — 1979
BA, Philosophy and Economics
American Century Investments® 2012 - 2015
Morgan Stanley Wealth Management 2007 - 2012
Citi Smith Barney 2005 - 2007
Smith Barney 1994 - 2005
Smith Barney Shearson 1992 - 1994
Shearson Lehman Hutton 1990 - 1992
Shearson Lehman Brothers 1987 - 1990
The Robinson-Humphrey Company, a Division of Shearson American Express 1984 - 1987
The Coca-Cola Company 1983 - 1984
Manufacturers Hanover Trust 1979 - 1981
Skills
Mutual Funds, Wealth Management, Asset Management, Alternative Investments, Equities, ETFs, Asset Allocation, Financial Services, Investment Management, Portfolio Management, Insurance, Team Leadership, Strategy, Fixed Income, Closed-end Funds, Hedge Funds, Unit Investment Trusts, Fixed Annuities, Recruiting, Selecting..., Annuities, UITs
Education
Columbia University - Columbia Business School 1981 — 1983
MBA, Marketing and Finance
College of the Holy Cross 1975 — 1979
BA, Philosophy and Economics
Sam Klink's Morgan Stanley Wealth Management Experience June 2012 - May 2013
Job General Manager at Panera Bread
Industry Restaurants
Experience
Panera Bread March 2015 - Present
Panera Bread February 2014 - March 2015
Panera Bread February 2014 - June 2014
Morgan Stanley Wealth Management June 2012 - May 2013
Panera Bread August 2011 - October 2012
Skills
Microsoft Office, Team Building, Software Development, Website Development, Computer Building, Game Development, Customer Service, Store Management, Training, Management, Hiring, Time Management, Data Entry, Microsoft Excel, PowerPoint, Leadership, Microsoft Word, Public Speaking, Teamwork, Sales, Event Planning, Social Media, Inventory Management, Social Networking, Research, Catering, Communication, Facebook, Marketing Strategy, Customer Satisfaction, Food, Restaurants, Project Management, Food Safety, Hospitality, Strategic Planning, Social Media Marketing, Restaurant Management, Photoshop, Sales Management, Outlook, Team Leadership, Team Management, Marketing, P, Food, Business Strategy
Education
Bishop Hartley High School 2006 — 2010
Columbus State Community College
Panera Bread March 2015 - Present
Panera Bread February 2014 - March 2015
Panera Bread February 2014 - June 2014
Morgan Stanley Wealth Management June 2012 - May 2013
Panera Bread August 2011 - October 2012
Skills
Microsoft Office, Team Building, Software Development, Website Development, Computer Building, Game Development, Customer Service, Store Management, Training, Management, Hiring, Time Management, Data Entry, Microsoft Excel, PowerPoint, Leadership, Microsoft Word, Public Speaking, Teamwork, Sales, Event Planning, Social Media, Inventory Management, Social Networking, Research, Catering, Communication, Facebook, Marketing Strategy, Customer Satisfaction, Food, Restaurants, Project Management, Food Safety, Hospitality, Strategic Planning, Social Media Marketing, Restaurant Management, Photoshop, Sales Management, Outlook, Team Leadership, Team Management, Marketing, P, Food, Business Strategy
Education
Bishop Hartley High School 2006 — 2010
Columbus State Community College
Alexander Pae Alexander Pae's Morgan Stanley Wealth Management Experience September 2012 - May 2013
Job Investment Banking Analyst at Citi
Industry Investment Banking
Experience
Citi June 2015 - Present
Citi June 2014 - August 2014
Stifel Financial Corp. June 2013 - August 2013
Morgan Stanley Wealth Management September 2012 - May 2013
Wolters Kluwer June 2011 - September 2011
KPMG Advisory June 2011 - August 2011
Skills
Microsoft Office
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2010 — 2015
Operations Research
Citi June 2015 - Present
Citi June 2014 - August 2014
Stifel Financial Corp. June 2013 - August 2013
Morgan Stanley Wealth Management September 2012 - May 2013
Wolters Kluwer June 2011 - September 2011
KPMG Advisory June 2011 - August 2011
Skills
Microsoft Office
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2010 — 2015
Operations Research
Alexander Monje Alexander Monje's Morgan Stanley Wealth Management Experience April 2013 - August 2014
Job JD Candidate with Investment Management Experience
Industry Financial Services
Experience
Office of US Senator Marco Rubio February 2015 - June 2015
GAMCO Investors, Inc. September 2014 - February 2015
Morgan Stanley Wealth Management April 2013 - August 2014
Rock Orange January 2013 - April 2013
Monje Media Management August 2008 - September 2012
Elizabeth Arden June 2012 - August 2012
Skills
Social Media Marketing, Public Relations, Strategic Communications, Marketing Strategy, Marketing, Marketing Communications, Wealth Management..., Strategic Financial..., Series 7, Series 63, Bloomberg Terminal, Investments, Sales, Microsoft Excel
Education
University of Miami 2011 — 2013
Bachelor of Science, Communication & Business Administration
Columbia University - Columbia Business School 2013 — 2013
Certificate, Value Investing
University of Miami School of Law 2015 — 2018
Juris Doctor (J.D.)
Office of US Senator Marco Rubio February 2015 - June 2015
GAMCO Investors, Inc. September 2014 - February 2015
Morgan Stanley Wealth Management April 2013 - August 2014
Rock Orange January 2013 - April 2013
Monje Media Management August 2008 - September 2012
Elizabeth Arden June 2012 - August 2012
Skills
Social Media Marketing, Public Relations, Strategic Communications, Marketing Strategy, Marketing, Marketing Communications, Wealth Management..., Strategic Financial..., Series 7, Series 63, Bloomberg Terminal, Investments, Sales, Microsoft Excel
Education
University of Miami 2011 — 2013
Bachelor of Science, Communication & Business Administration
Columbia University - Columbia Business School 2013 — 2013
Certificate, Value Investing
University of Miami School of Law 2015 — 2018
Juris Doctor (J.D.)
Ophelia Yueyun Pan's Morgan Stanley Wealth Management Experience December 2014 - May 2015
Job Sales and Trading Analyst at HSBC Global Banking and Markets
Industry Financial Services
Experience
HSBC Global Banking and Markets August 2015 - Present
Morgan Stanley Wealth Management December 2014 - May 2015
China Minsheng Banking Corp.ltd June 2014 - August 2014
Morgan Stanley July 2012 - June 2013
Skills
Equity Research, Capital Markets, Corporate Finance, Investment Banking, Emerging Markets, Financial Analysis, Mandarin
Education
Columbia University in the City of New York 2013 — 2015
Candidate, M.P.A. - International Finance
Renmin University of China 2009 — 2013
Bachelor of Economics, Finance - Financial Credit Management
HSBC Global Banking and Markets August 2015 - Present
Morgan Stanley Wealth Management December 2014 - May 2015
China Minsheng Banking Corp.ltd June 2014 - August 2014
Morgan Stanley July 2012 - June 2013
Skills
Equity Research, Capital Markets, Corporate Finance, Investment Banking, Emerging Markets, Financial Analysis, Mandarin
Education
Columbia University in the City of New York 2013 — 2015
Candidate, M.P.A. - International Finance
Renmin University of China 2009 — 2013
Bachelor of Economics, Finance - Financial Credit Management
Albert Butler Albert Butler's Morgan Stanley Wealth Management Experience October 2009 - July 2010
Job HRSC Specialist
Industry Human Resources
Experience
Coach Inc. October 2011 - Present
Canon Solutions America May 2011 - October 2011
Jehovah's Witnesses November 2008 - December 2010
Morgan Stanley Wealth Management October 2009 - July 2010
Canon Solutions America December 2008 - April 2009
Morgan Stanley February 2008 - September 2008
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Ultipro, Cognos, PowerPoint, Five9, Performance Management, Citrix, Outlook, Customer Service, Employee Benefits, Management, Team Building, Human Resources, Hiring
Education
John Jay College of Criminal Justice 2004 — 2005
Brooklyn High School of Arts 2001 — 2004
Fine Arts
Coach Inc. October 2011 - Present
Canon Solutions America May 2011 - October 2011
Jehovah's Witnesses November 2008 - December 2010
Morgan Stanley Wealth Management October 2009 - July 2010
Canon Solutions America December 2008 - April 2009
Morgan Stanley February 2008 - September 2008
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Ultipro, Cognos, PowerPoint, Five9, Performance Management, Citrix, Outlook, Customer Service, Employee Benefits, Management, Team Building, Human Resources, Hiring
Education
John Jay College of Criminal Justice 2004 — 2005
Brooklyn High School of Arts 2001 — 2004
Fine Arts
Sunny Kim Sunny Kim's Morgan Stanley Wealth Management Experience June 2010 - December 2010
Job J.D. Candidate at Columbia Law School
Industry Law Practice
Experience
Goldman Sachs July 2014 - June 2015
Deloitte Financial Advisory Services September 2011 - July 2014
Morgan Stanley Wealth Management June 2010 - December 2010
The Supreme Court of Alameda County August 2009 - May 2010
Skills
Fraud Detection, Financial Modeling, Due Diligence, Risk Assessment, Litigation Consulting, Cross-functional Team..., Fraud, Analysis, Finance, Strategy, Internal Controls, Forecasting, Financial Analysis, Portfolio Management, Accounting
Education
Columbia Law School 2015 — 2018
University of California, Berkeley 2007 — 2011
Bachelor of Arts (BA), Asian American Studies
University of California, Berkeley, Haas School of Business 2007 — 2011
Bachelor of Science (B.S.), Business Administration
Whitney
Goldman Sachs July 2014 - June 2015
Deloitte Financial Advisory Services September 2011 - July 2014
Morgan Stanley Wealth Management June 2010 - December 2010
The Supreme Court of Alameda County August 2009 - May 2010
Skills
Fraud Detection, Financial Modeling, Due Diligence, Risk Assessment, Litigation Consulting, Cross-functional Team..., Fraud, Analysis, Finance, Strategy, Internal Controls, Forecasting, Financial Analysis, Portfolio Management, Accounting
Education
Columbia Law School 2015 — 2018
University of California, Berkeley 2007 — 2011
Bachelor of Arts (BA), Asian American Studies
University of California, Berkeley, Haas School of Business 2007 — 2011
Bachelor of Science (B.S.), Business Administration
Whitney
Anthony Even Anthony Even's Morgan Stanley Wealth Management Experience February 2013 - Present
Job Morgan Stanley Smith Barney
Industry Primary/Secondary Education
Experience
Morgan Stanley Wealth Management February 2013 - Present
Leyden High School September 2012 - June 2014
Leyden Township Community Center October 2012 - February 2013
Leyden Township May 2006 - August 2012
Cochiaro’s Pizza September 2011 - November 2011
Kaskaskia College August 2008 - May 2011
Kaskaskia Diversity Club October 2009 - March 2010
Leyden Township May 2008 - July 2008
Taylor Made Pizza April 2008 - June 2008
Skills
Leadership, Management, People Skills, Efficent, Highly motivated..., Communication, Pride in my work, Problem Solving
Education
Concordia University 2011 — 2012
Bachelors of Arts, Business Management
Concordia University Chicago 2011 — 2012
Bachelor of Arts (B.A.), Business Management
Kaskaskia College 2007 — 2010
Associate of Arts (A.A.), Business Administration and Management, General
Kaskaskia College 2007 — 2010
Associates of Arts, General Studies
Morgan Stanley Wealth Management February 2013 - Present
Leyden High School September 2012 - June 2014
Leyden Township Community Center October 2012 - February 2013
Leyden Township May 2006 - August 2012
Cochiaro’s Pizza September 2011 - November 2011
Kaskaskia College August 2008 - May 2011
Kaskaskia Diversity Club October 2009 - March 2010
Leyden Township May 2008 - July 2008
Taylor Made Pizza April 2008 - June 2008
Skills
Leadership, Management, People Skills, Efficent, Highly motivated..., Communication, Pride in my work, Problem Solving
Education
Concordia University 2011 — 2012
Bachelors of Arts, Business Management
Concordia University Chicago 2011 — 2012
Bachelor of Arts (B.A.), Business Management
Kaskaskia College 2007 — 2010
Associate of Arts (A.A.), Business Administration and Management, General
Kaskaskia College 2007 — 2010
Associates of Arts, General Studies
Gregory Paul's Morgan Stanley Wealth Management Experience February 2015 - Present
Job Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2015 - Present
Morgan Stanley Wealth Management July 2013 - Present
Merrill Lynch January 2013 - June 2013
Robeco June 2011 - August 2011
UNICEF January 2011 - June 2011
RuffaloCODY September 2009 - September 2010
Skills
Leadership, Social Media, Training, Research, Strategy, Program Management, Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel, Stata, Event Planning, Microsoft Word, Spanish, Editing, Community Outreach, Data Analysis, Banking, Matlab, SPSS, Investments, Economics, Management, Financial Modeling, Analysis, Project Management, Market Research, Fundraising, Nonprofits, Financial Analysis, Bloomberg, Team Leadership, Finance, Due Diligence, Equities, Asset Allocation, Portfolio Management
Education
Columbia University in the City of New York 2009 — 2013
Bachelor of Arts (BA), Financial Economics
Belmont Hill School 2005 — 2009
High School Diploma
Morgan Stanley Wealth Management February 2015 - Present
Morgan Stanley Wealth Management July 2013 - Present
Merrill Lynch January 2013 - June 2013
Robeco June 2011 - August 2011
UNICEF January 2011 - June 2011
RuffaloCODY September 2009 - September 2010
Skills
Leadership, Social Media, Training, Research, Strategy, Program Management, Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel, Stata, Event Planning, Microsoft Word, Spanish, Editing, Community Outreach, Data Analysis, Banking, Matlab, SPSS, Investments, Economics, Management, Financial Modeling, Analysis, Project Management, Market Research, Fundraising, Nonprofits, Financial Analysis, Bloomberg, Team Leadership, Finance, Due Diligence, Equities, Asset Allocation, Portfolio Management
Education
Columbia University in the City of New York 2009 — 2013
Bachelor of Arts (BA), Financial Economics
Belmont Hill School 2005 — 2009
High School Diploma
Scott Nicholson Scott Nicholson's Morgan Stanley Wealth Management Experience September 2010 - April 2011
Job MBA Candidate at University of Virginia Darden School of Business
Industry Management Consulting
Experience
Forrester Research June 2012 - July 2015
Forrester Research May 2011 - June 2012
Morgan Stanley Wealth Management September 2010 - April 2011
Skills
Account Management, Market Research, Analysis, Leadership, Salesforce.com, Research, Business Development, Public Speaking, Data Analysis, Marketing Strategy, Sales
Education
University of Virginia Darden School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Colgate University 2004 — 2008
BA, Political Science / History
Bancroft School 1995 — 2004
Forrester Research June 2012 - July 2015
Forrester Research May 2011 - June 2012
Morgan Stanley Wealth Management September 2010 - April 2011
Skills
Account Management, Market Research, Analysis, Leadership, Salesforce.com, Research, Business Development, Public Speaking, Data Analysis, Marketing Strategy, Sales
Education
University of Virginia Darden School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Colgate University 2004 — 2008
BA, Political Science / History
Bancroft School 1995 — 2004
Vashti Barran's Morgan Stanley Wealth Management Experience June 2013 - August 2013
Job Business Relations Specialist at DonorsChoose.org
Industry Philanthropy
Experience
DonorsChoose.org June 2015 - Present
DonorsChoose.org February 2015 - June 2015
Macy's June 2014 - July 2014
Morgan Stanley Wealth Management June 2013 - August 2013
Hunter College January 2013 - May 2013
GlamourGals Foundation, Inc. June 2012 - August 2012
Skills
Nonprofits, Leadership, Marketing, Program Management, Public Speaking, Research, Press Releases, PowerPoint, Training, Fundraising, Sales, Event Planning, Microsoft Excel, Management, Microsoft Word, Social Media, Microsoft Office
Education
City University of New York-Hunter College 2015 — 2015
Florence Italy, Study Abroad Program, Italian Renaissance
Hunter College 2011 — 2015
Bachelor of Arts (B.A.), Economics
Thomas A Edison High School
DonorsChoose.org June 2015 - Present
DonorsChoose.org February 2015 - June 2015
Macy's June 2014 - July 2014
Morgan Stanley Wealth Management June 2013 - August 2013
Hunter College January 2013 - May 2013
GlamourGals Foundation, Inc. June 2012 - August 2012
Skills
Nonprofits, Leadership, Marketing, Program Management, Public Speaking, Research, Press Releases, PowerPoint, Training, Fundraising, Sales, Event Planning, Microsoft Excel, Management, Microsoft Word, Social Media, Microsoft Office
Education
City University of New York-Hunter College 2015 — 2015
Florence Italy, Study Abroad Program, Italian Renaissance
Hunter College 2011 — 2015
Bachelor of Arts (B.A.), Economics
Thomas A Edison High School
Steven Vafiadou Steven Vafiadou's Morgan Stanley Wealth Management Experience April 2012 - May 2015
Job Financial Services Professional
Industry Financial Services
Experience
E*TRADE Financial Corporation May 2015 - Present
Morgan Stanley Wealth Management April 2012 - May 2015
Quadrant HealthCom Inc. April 2011 - April 2012
Quadrant HealthCom Inc. July 2010 - April 2011
AceDepot February 2010 - July 2010
Skills
Fundraising, Management, Advertising, Microsoft Excel, PowerPoint, Nonprofits, Microsoft Office, Microsoft Word, Social Media, Research, Public Speaking, Account Management, Customer Service, Recruiting, Event Planning
Education
Clemson University 2004 — 2008
BA, Economics
E*TRADE Financial Corporation May 2015 - Present
Morgan Stanley Wealth Management April 2012 - May 2015
Quadrant HealthCom Inc. April 2011 - April 2012
Quadrant HealthCom Inc. July 2010 - April 2011
AceDepot February 2010 - July 2010
Skills
Fundraising, Management, Advertising, Microsoft Excel, PowerPoint, Nonprofits, Microsoft Office, Microsoft Word, Social Media, Research, Public Speaking, Account Management, Customer Service, Recruiting, Event Planning
Education
Clemson University 2004 — 2008
BA, Economics
Chase Lee Chase Lee's Morgan Stanley Wealth Management Experience July 2012 - April 2015
Job Doxa Capital Partners
Industry Financial Services
Experience
Doxa Capital Partners April 2015 - Present
Morgan Stanley Wealth Management July 2012 - April 2015
Oak Capital Management January 2012 - May 2012
TIS Investments August 2011 - December 2011
Skills
Finance, Financial Analysis, Valuation, Economics, Investments, Options Strategies, Technical Analysis, Asset Allocation, Macroeconomics, Corporate Finance, Microfinance, Organizational..., Public Speaking, Client Communication, Client Relationship...
Education
College of Charleston 2008 — 2012
BS, Finance, Economics
Universidad de Málaga 2011 — 2011
Economics, Spanish
Doxa Capital Partners April 2015 - Present
Morgan Stanley Wealth Management July 2012 - April 2015
Oak Capital Management January 2012 - May 2012
TIS Investments August 2011 - December 2011
Skills
Finance, Financial Analysis, Valuation, Economics, Investments, Options Strategies, Technical Analysis, Asset Allocation, Macroeconomics, Corporate Finance, Microfinance, Organizational..., Public Speaking, Client Communication, Client Relationship...
Education
College of Charleston 2008 — 2012
BS, Finance, Economics
Universidad de Málaga 2011 — 2011
Economics, Spanish
Oliver Day Oliver Day's Morgan Stanley Wealth Management Experience May 2013 - December 2014
Job Associate at Altschuler and Company
Industry Commercial Real Estate
Experience
Altschuler and Company January 2015 - Present
Morgan Stanley Wealth Management May 2013 - December 2014
Top Tier Staffing, LLC July 2011 - December 2014
Young Life January 2012 - December 2012
North Dallas High School January 2012 - May 2012
Skills
Time Management, Teamwork, Leadership, Financial Analysis, Team Leadership, Public Speaking, Wealth Management, Financial Services, Microsoft Excel, Accounting, PowerPoint, Microsoft Word, Mac OS, Microsoft Office, Managing Events, Windows, Real Estate, Retail Real Estate, Commercial Real Estate, Customer Service, Event Management, Social Networking
Education
University of North Texas 2012 — 2014
Bachelor of Business Administration (BBA) - Cum Laude, Finance
Collin County Community College 2011 — 2013
Altschuler and Company January 2015 - Present
Morgan Stanley Wealth Management May 2013 - December 2014
Top Tier Staffing, LLC July 2011 - December 2014
Young Life January 2012 - December 2012
North Dallas High School January 2012 - May 2012
Skills
Time Management, Teamwork, Leadership, Financial Analysis, Team Leadership, Public Speaking, Wealth Management, Financial Services, Microsoft Excel, Accounting, PowerPoint, Microsoft Word, Mac OS, Microsoft Office, Managing Events, Windows, Real Estate, Retail Real Estate, Commercial Real Estate, Customer Service, Event Management, Social Networking
Education
University of North Texas 2012 — 2014
Bachelor of Business Administration (BBA) - Cum Laude, Finance
Collin County Community College 2011 — 2013
ETHAN BIRDEN ETHAN BIRDEN's Morgan Stanley Wealth Management Experience June 2012 - Present
Job REPORTING ANALYST at MORGAN STANLEY WEALTH MANAGEMENT
Industry Investment Management
Experience
Morgan Stanley Wealth Management June 2012 - Present
Morgan Stanley Wealth Management June 2012 - Present
SYGMA NETWORKS February 2012 - June 2012
Ohio Department of Rehabilitation and Correction June 2005 - May 2012
Skills
Financial Reporting, Microsoft Excel, Analysis, Customer Service, Reports, Investments, Microsoft Word, Work Ethic, Data Analysis, Access, Bonds, Banking, Equities, Mutual Funds, Outlook, Microsoft Office, Investment Banking, Municipal Bonds, Adobe Creative Suite, Capital Gains Tax, Cost Basis Reporting, Cost Basis, Tax Reporting, 1099 Preparation
Education
The Ohio State University 2002 — 2007
major politcal science
Cleveland State University 2000 — 2002
Steubenville high school
Morgan Stanley Wealth Management June 2012 - Present
Morgan Stanley Wealth Management June 2012 - Present
SYGMA NETWORKS February 2012 - June 2012
Ohio Department of Rehabilitation and Correction June 2005 - May 2012
Skills
Financial Reporting, Microsoft Excel, Analysis, Customer Service, Reports, Investments, Microsoft Word, Work Ethic, Data Analysis, Access, Bonds, Banking, Equities, Mutual Funds, Outlook, Microsoft Office, Investment Banking, Municipal Bonds, Adobe Creative Suite, Capital Gains Tax, Cost Basis Reporting, Cost Basis, Tax Reporting, 1099 Preparation
Education
The Ohio State University 2002 — 2007
major politcal science
Cleveland State University 2000 — 2002
Steubenville high school
Matt Merz Matt Merz's Morgan Stanley Wealth Management Experience 2011 - 2013
Job Network Consultant at Aetna
Industry Staffing and Recruiting
Experience
Aetna May 2014 - Present
Maxim Healthcare Services November 2013 - February 2014
Morgan Stanley Wealth Management 2011 - 2013
Urban Active Fitness ( L.A. Fitness) July 2007 - October 2011
Skills
Fitness Training, Weight Training, Weight Loss Coaching, Corrective Exercise, Communication Skills, People Skills, Leadership Development, Team Leadership, Knowledge Sharing, Hardwork, Fitness Consulting, Wellness Coaching, Overall Wellness, Works well in a team, Microsoft Works, Operating Systems, Teaching, Public Health, Personal Training
Education
Columbus State 2010 — 2011
Associate's degree, Emergency Medical Technology/Technician ( Basic EMT)
Muskingum College 2001 — 2005
Bachelor's degree, Health and Physical Education/Fitness
gahanna lincoln high school
Aetna May 2014 - Present
Maxim Healthcare Services November 2013 - February 2014
Morgan Stanley Wealth Management 2011 - 2013
Urban Active Fitness ( L.A. Fitness) July 2007 - October 2011
Skills
Fitness Training, Weight Training, Weight Loss Coaching, Corrective Exercise, Communication Skills, People Skills, Leadership Development, Team Leadership, Knowledge Sharing, Hardwork, Fitness Consulting, Wellness Coaching, Overall Wellness, Works well in a team, Microsoft Works, Operating Systems, Teaching, Public Health, Personal Training
Education
Columbus State 2010 — 2011
Associate's degree, Emergency Medical Technology/Technician ( Basic EMT)
Muskingum College 2001 — 2005
Bachelor's degree, Health and Physical Education/Fitness
gahanna lincoln high school
James B. Janowski James B. Janowski's Morgan Stanley Wealth Management Experience May 2011 - Present
Job Assistant Vice President, Morgan Stanley Alternative Investments
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2011 - Present
Citi February 2010 - April 2011
Hambletonian Partners, LP November 2008 - January 2010
Vastardis Capital Services July 2007 - August 2007
Skills
Hedge Funds, Equities, Alternative Investments, Investments, Investor Relations, Series 7, Portfolio Management, Securities, Asset Management
Education
Cornell University 2005 — 2008
BS
Chaminade High School 2000 — 2004
Morgan Stanley Wealth Management May 2011 - Present
Citi February 2010 - April 2011
Hambletonian Partners, LP November 2008 - January 2010
Vastardis Capital Services July 2007 - August 2007
Skills
Hedge Funds, Equities, Alternative Investments, Investments, Investor Relations, Series 7, Portfolio Management, Securities, Asset Management
Education
Cornell University 2005 — 2008
BS
Chaminade High School 2000 — 2004
Kate Hirschhorn Kate Hirschhorn's Morgan Stanley Wealth Management Experience February 2012 - March 2013
Job
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2012 - March 2013
Morgan Stanley Smith Barney July 2010 - February 2012
Morgan Stanley Smith Barney June 2009 - July 2010
Colgate University January 2006 - May 2009
Skills
Commercial Litigation, Financial Analysis, Policy, Internal Audit, Microsoft Excel, USA PATRIOT Act, Due Diligence, Market Research, Management, Bank Secrecy Act, Risk Management, KYC, OFAC, Social Networking, Financial Services, General Awesomeness, Family Vacations, Event Planning, CRM, Asset Management
Education
Colgate University 2005 — 2009
Bachelor of Arts (B.A.)
American Institute for Foreign Study 2007 — 2007
Morgan Stanley Wealth Management February 2012 - March 2013
Morgan Stanley Smith Barney July 2010 - February 2012
Morgan Stanley Smith Barney June 2009 - July 2010
Colgate University January 2006 - May 2009
Skills
Commercial Litigation, Financial Analysis, Policy, Internal Audit, Microsoft Excel, USA PATRIOT Act, Due Diligence, Market Research, Management, Bank Secrecy Act, Risk Management, KYC, OFAC, Social Networking, Financial Services, General Awesomeness, Family Vacations, Event Planning, CRM, Asset Management
Education
Colgate University 2005 — 2009
Bachelor of Arts (B.A.)
American Institute for Foreign Study 2007 — 2007
Steve McGuire Steve McGuire's Morgan Stanley Wealth Management Experience June 2003 - August 2003
Job Director at Tishman Speyer
Industry Real Estate
Experience
Tishman Speyer March 2012 - Present
Tishman Speyer September 2011 - March 2012
Tishman Speyer June 2010 - August 2010
Wells Fargo January 2009 - June 2009
Wachovia January 2006 - January 2009
Wachovia June 2004 - December 2005
Morgan Stanley Wealth Management June 2003 - August 2003
Skills
Real Estate Investment, Debt Structuring, Real Estate Development, Asset Management, Debt Markets, Real Estate Finance, Real Estate, Capital Markets, Project Management, Management, Account Management, Financial Analysis, Commercial Real Estate..., Real Estate Financing, CMBS, Commercial Real Estate, Acquisitions, Real Estate Private..., Real Estate Transactions, Loan Origination, Corporate Finance, Negotiation, Asset Managment, Real Estate Economics, Due Diligence, Investment Properties
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Finance & Real Estate
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2004
BSBA, Business
Canisius High School 1996 — 2000
Tishman Speyer March 2012 - Present
Tishman Speyer September 2011 - March 2012
Tishman Speyer June 2010 - August 2010
Wells Fargo January 2009 - June 2009
Wachovia January 2006 - January 2009
Wachovia June 2004 - December 2005
Morgan Stanley Wealth Management June 2003 - August 2003
Skills
Real Estate Investment, Debt Structuring, Real Estate Development, Asset Management, Debt Markets, Real Estate Finance, Real Estate, Capital Markets, Project Management, Management, Account Management, Financial Analysis, Commercial Real Estate..., Real Estate Financing, CMBS, Commercial Real Estate, Acquisitions, Real Estate Private..., Real Estate Transactions, Loan Origination, Corporate Finance, Negotiation, Asset Managment, Real Estate Economics, Due Diligence, Investment Properties
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Finance & Real Estate
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2004
BSBA, Business
Canisius High School 1996 — 2000
Sandra Vantrease's Morgan Stanley Wealth Management Experience October 1997 - Present
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 1997 - Present
Metro Augusta Chamber of Commerce 1996 - 1997
Bank of America March 1992 - September 1996
Education
Georgia State University - J. Mack Robinson College of Business 1979 — 1981
Business Administration, Accounting
The University of Georgia 1976 — 1979
Accounting
College for Financial Planning
Financial Planning
Heidelberg American High School
Morgan Stanley Wealth Management October 1997 - Present
Metro Augusta Chamber of Commerce 1996 - 1997
Bank of America March 1992 - September 1996
Education
Georgia State University - J. Mack Robinson College of Business 1979 — 1981
Business Administration, Accounting
The University of Georgia 1976 — 1979
Accounting
College for Financial Planning
Financial Planning
Heidelberg American High School
Chasse Osborn Chasse Osborn's Morgan Stanley Wealth Management Experience February 2011 - December 2012
Job J.D. Candidate at Georgetown University Law Center
Industry Law Practice
Experience
SoFi June 2015 - Present
Morgan Stanley January 2014 - July 2014
Morgan Stanley January 2013 - December 2013
Morgan Stanley Wealth Management February 2011 - December 2012
T. Rowe Price November 2009 - February 2011
Skills
Series 6, Series 63, IRA's, Asset Based Lending, Banking Operations, Customer Service, Collateral Management, Financial Regulation, Securities Regulation, Mutual Funds, Equities, Financial Services, Microsoft Excel, Risk Management
Education
Georgetown University Law Center 2014 — 2017
Doctor of Law (JD)
Clemson University - College of Business and Behavioral Science 2006 — 2009
Bachelor of Science, Economics, Math Minor
Saint Lawrence University 2004 — 2006
Math
Manchester Essex Regional High School 2000 — 2004
SoFi June 2015 - Present
Morgan Stanley January 2014 - July 2014
Morgan Stanley January 2013 - December 2013
Morgan Stanley Wealth Management February 2011 - December 2012
T. Rowe Price November 2009 - February 2011
Skills
Series 6, Series 63, IRA's, Asset Based Lending, Banking Operations, Customer Service, Collateral Management, Financial Regulation, Securities Regulation, Mutual Funds, Equities, Financial Services, Microsoft Excel, Risk Management
Education
Georgetown University Law Center 2014 — 2017
Doctor of Law (JD)
Clemson University - College of Business and Behavioral Science 2006 — 2009
Bachelor of Science, Economics, Math Minor
Saint Lawrence University 2004 — 2006
Math
Manchester Essex Regional High School 2000 — 2004
Shaine Leibowitz's Morgan Stanley Wealth Management Experience June 2014 - August 2014
Job
Industry
Experience
20th Century Fox Television May 2015 - August 2015
Social Networking/Digital Media Consultant 2013 - 2015
Morgan Stanley Wealth Management June 2014 - August 2014
Columbia-Harlem Small Business Development Center (SBDC) July 2012 - August 2012
Dead Sea Drilling Project August 2011 - August 2011
National Institutes of Health June 2011 - August 2011
Silicon-Oxide Battery Design July 2010 - August 2010
Skills
Java, SQL, Matlab, Microsoft Office, Adobe Photoshop, Maya, Final Cut Pro, Google Analytics, Google Adwords
Education
Columbia University in the City of New York 2012 — 2016
Bachelor of Science (B.S.), Operations Research: Engineering Management Systems, 3.58 / 4.0
20th Century Fox Television May 2015 - August 2015
Social Networking/Digital Media Consultant 2013 - 2015
Morgan Stanley Wealth Management June 2014 - August 2014
Columbia-Harlem Small Business Development Center (SBDC) July 2012 - August 2012
Dead Sea Drilling Project August 2011 - August 2011
National Institutes of Health June 2011 - August 2011
Silicon-Oxide Battery Design July 2010 - August 2010
Skills
Java, SQL, Matlab, Microsoft Office, Adobe Photoshop, Maya, Final Cut Pro, Google Analytics, Google Adwords
Education
Columbia University in the City of New York 2012 — 2016
Bachelor of Science (B.S.), Operations Research: Engineering Management Systems, 3.58 / 4.0
John Barringer-CFP®'s Morgan Stanley Wealth Management Experience September 1986 - January 2015
Job Managing Partner at Executive Wealth Planning Partners
Industry Financial Services
Experience
Executive Wealth Planning Partners January 2015 - Present
Denver Chapter National Association of Stock Plan Professsionals October 1993 - Present
Morgan Stanley Wealth Management September 1986 - January 2015
Morgan Stanley Dean Witter August 1996 - December 2002
Retail Systems, Sales & Solutions LLC October 1978 - June 1985
Basque Sports 1975 - 1978
Christy Sports December 1972 - August 1975
Education
Santa Clara University - Leavey School of Business 2009 — 2009
Certified Equity Professional
University of Pennsylvania - The Wharton School 2007 — 2007
Professional Certificate, Investment Consultant
College for Financial Planning 2002 — 2004
Masters, Personal Financial Planning
University of Colorado Boulder 1975 — 1980
BA, Economics
Executive Wealth Planning Partners January 2015 - Present
Denver Chapter National Association of Stock Plan Professsionals October 1993 - Present
Morgan Stanley Wealth Management September 1986 - January 2015
Morgan Stanley Dean Witter August 1996 - December 2002
Retail Systems, Sales & Solutions LLC October 1978 - June 1985
Basque Sports 1975 - 1978
Christy Sports December 1972 - August 1975
Education
Santa Clara University - Leavey School of Business 2009 — 2009
Certified Equity Professional
University of Pennsylvania - The Wharton School 2007 — 2007
Professional Certificate, Investment Consultant
College for Financial Planning 2002 — 2004
Masters, Personal Financial Planning
University of Colorado Boulder 1975 — 1980
BA, Economics
Cory Hess's Morgan Stanley Wealth Management Experience 2002 - 2003
Job Hess Medical Inc.
Industry Medical Devices
Experience
Hess Medical Inc. - Nuvasive 2005 - Present
Sandia Monitoring 2007 - 2011
Forest Laboratories now Allergan 2003 - 2005
Morgan Stanley Wealth Management 2002 - 2003
Skills
Medical Devices, Product Launch, Market Development, Operating Room, Corporate Finance, Marketing Strategy, Healthcare, Business Strategy, Cross-functional Team..., Competitive Analysis, Strategic Planning, New Business Development, Sales, Sales Operations, Consulting, Finance, Management, Strategy, Leadership, Marketing
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.), MBA Candidate
Colorado State University
Bachelor's Degree, Business Administration and Management, Computer Information Systems
Hess Medical Inc. - Nuvasive 2005 - Present
Sandia Monitoring 2007 - 2011
Forest Laboratories now Allergan 2003 - 2005
Morgan Stanley Wealth Management 2002 - 2003
Skills
Medical Devices, Product Launch, Market Development, Operating Room, Corporate Finance, Marketing Strategy, Healthcare, Business Strategy, Cross-functional Team..., Competitive Analysis, Strategic Planning, New Business Development, Sales, Sales Operations, Consulting, Finance, Management, Strategy, Leadership, Marketing
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.), MBA Candidate
Colorado State University
Bachelor's Degree, Business Administration and Management, Computer Information Systems
Madison Bush Madison Bush's Morgan Stanley Wealth Management Experience May 2013 - May 2014
Job Account Manager at Ipreo
Industry Financial Services
Experience
Ipreo May 2014 - Present
Women for Success Triangle May 2013 - Present
Morgan Stanley Wealth Management May 2013 - May 2014
Slalom Consulting September 2010 - October 2012
Salesforce May 2010 - September 2010
Oklahoma City Thunder October 2008 - April 2010
Nordstrom December 2003 - September 2008
Skills
Recruiting, Social Media, Business Development, Event Planning, Management, CRM, Program Management, Human Resources, Management Consulting, Interviews, Budgets, Sales, Training, Sales Operations, Strategy, Microsoft Excel, Time Management, Networking, Consulting, Leadership, Strategic Planning
Education
College of Charleston 2004 — 2008
BA in Communications, Broadcast and Media Studies
Ipreo May 2014 - Present
Women for Success Triangle May 2013 - Present
Morgan Stanley Wealth Management May 2013 - May 2014
Slalom Consulting September 2010 - October 2012
Salesforce May 2010 - September 2010
Oklahoma City Thunder October 2008 - April 2010
Nordstrom December 2003 - September 2008
Skills
Recruiting, Social Media, Business Development, Event Planning, Management, CRM, Program Management, Human Resources, Management Consulting, Interviews, Budgets, Sales, Training, Sales Operations, Strategy, Microsoft Excel, Time Management, Networking, Consulting, Leadership, Strategic Planning
Education
College of Charleston 2004 — 2008
BA in Communications, Broadcast and Media Studies
Cindy Espinosa, ESQ, CAMS's Morgan Stanley Wealth Management Experience June 2014 - Present
Job Manager, AntiMoney Laundering Group at Morgan Stanley Wealth Management
Industry Law Practice
Experience
Morgan Stanley Wealth Management June 2014 - Present
Kings County District Attorneys Office January 2011 - May 2014
Anthony Arther and Associate Worldwide June 2009 - August 2009
Catholic Charities Community Services September 2008 - June 2009
Japanese Exchange Teaching (JET) Program July 2004 - August 2007
America Reads September 2003 - May 2004
Daddy's House Special Programs September 2003 - May 2004
Skills
Legal Issues, Jury Trials, Securities Regulation, Anti Money Laundering, Due Dilligence, KYC, Investigation, Private Investigations, Criminal Justice, Criminal Procedure, Copyright Law, Internal Investigations, Enforcement, Felonies, Legal Ethics, Police, Document Drafting, Trademarks, Hearings, Legal Writing, Litigation, Legal Research, Trials, Law Enforcement, Courts, Due Diligence, Commercial Litigation, Mediation
Education
Saint John's University School of Law 2007 — 2010
JD
Columbia University - Fu Foundation School of Engineering and Applied Science
Bachelor of Applied Science (B.A.Sc.), Chemical Engineering
Morgan Stanley Wealth Management June 2014 - Present
Kings County District Attorneys Office January 2011 - May 2014
Anthony Arther and Associate Worldwide June 2009 - August 2009
Catholic Charities Community Services September 2008 - June 2009
Japanese Exchange Teaching (JET) Program July 2004 - August 2007
America Reads September 2003 - May 2004
Daddy's House Special Programs September 2003 - May 2004
Skills
Legal Issues, Jury Trials, Securities Regulation, Anti Money Laundering, Due Dilligence, KYC, Investigation, Private Investigations, Criminal Justice, Criminal Procedure, Copyright Law, Internal Investigations, Enforcement, Felonies, Legal Ethics, Police, Document Drafting, Trademarks, Hearings, Legal Writing, Litigation, Legal Research, Trials, Law Enforcement, Courts, Due Diligence, Commercial Litigation, Mediation
Education
Saint John's University School of Law 2007 — 2010
JD
Columbia University - Fu Foundation School of Engineering and Applied Science
Bachelor of Applied Science (B.A.Sc.), Chemical Engineering
David Cohodes's Morgan Stanley Wealth Management Experience March 2006 - Present
Job Executive Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2006 - Present
A Caring Hand August 2008 - Present
BearingPoint 2004 - 2006
Skills
Strategic Planning, Financial Services, Project Management, Financial Modeling, Financial Analysis, Risk Management, Wealth Management, Leadership, Analytics, Change Management
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Leadership & Change Management / Management of Technology Operations
Cornell University 2000 — 2004
B.A., Economics
Morgan Stanley Wealth Management March 2006 - Present
A Caring Hand August 2008 - Present
BearingPoint 2004 - 2006
Skills
Strategic Planning, Financial Services, Project Management, Financial Modeling, Financial Analysis, Risk Management, Wealth Management, Leadership, Analytics, Change Management
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Leadership & Change Management / Management of Technology Operations
Cornell University 2000 — 2004
B.A., Economics
Maggie Schiffer's Morgan Stanley Wealth Management Experience September 2012 - April 2015
Job Securities Compliance Management
Industry Financial Services
Experience
Securities Compliance Management May 2015 - Present
Morgan Stanley Wealth Management September 2012 - April 2015
Barclays August 2010 - April 2012
Oppenheimer & Co. Inc March 2009 - August 2010
Stanford Group Company January 2006 - February 2009
Bear, Stearns & Co. Inc January 2001 - September 2004
Deutsche Bank Alex Brown April 2000 - September 2004
Skills
Financial Advisory, FINRA, Forecasting, Series 24, Series 7, Securities, Series 63, Wealth Management, Asset Managment, Mutual Funds, Investment Advisory, Strategic Financial..., Equities, Banking, Fixed Income, Bloomberg, Investments, Insurance, Risk Management, Asset Allocation, Asset Management, Financial Analysis, Financial Services, Portfolio Management
Education
Clark University 1995 — 1999
Bachelor of Arts, Management
Securities Compliance Management May 2015 - Present
Morgan Stanley Wealth Management September 2012 - April 2015
Barclays August 2010 - April 2012
Oppenheimer & Co. Inc March 2009 - August 2010
Stanford Group Company January 2006 - February 2009
Bear, Stearns & Co. Inc January 2001 - September 2004
Deutsche Bank Alex Brown April 2000 - September 2004
Skills
Financial Advisory, FINRA, Forecasting, Series 24, Series 7, Securities, Series 63, Wealth Management, Asset Managment, Mutual Funds, Investment Advisory, Strategic Financial..., Equities, Banking, Fixed Income, Bloomberg, Investments, Insurance, Risk Management, Asset Allocation, Asset Management, Financial Analysis, Financial Services, Portfolio Management
Education
Clark University 1995 — 1999
Bachelor of Arts, Management
Bari Wood's Morgan Stanley Wealth Management Experience December 2013 - May 2014
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Morgan Stanley Wealth Management December 2013 - May 2014
Morgan Stanley Smith Barney April 2011 - December 2013
AllianceBernstein March 2006 - April 2011
Alliance Bernstein March 2006 - April 2011
AIG June 2003 - March 2006
AXA Advisors 1999 - 2002
Andersen Business Consulting 1997 - 1999
Skills
Analysis, Asset Managment, Financial Services, Wealth Management, SDLC, Business Analysis, Process Improvement, Project Management, Business Process..., PMO, Asset Management
Education
Cornell University 1993 — 1997
Industrial & Labor Relations, Labor and Industrial Relations
Morgan Stanley May 2014 - Present
Morgan Stanley Wealth Management December 2013 - May 2014
Morgan Stanley Smith Barney April 2011 - December 2013
AllianceBernstein March 2006 - April 2011
Alliance Bernstein March 2006 - April 2011
AIG June 2003 - March 2006
AXA Advisors 1999 - 2002
Andersen Business Consulting 1997 - 1999
Skills
Analysis, Asset Managment, Financial Services, Wealth Management, SDLC, Business Analysis, Process Improvement, Project Management, Business Process..., PMO, Asset Management
Education
Cornell University 1993 — 1997
Industrial & Labor Relations, Labor and Industrial Relations
Monique Lapointe's Morgan Stanley Wealth Management Experience 2009 - Present
Job Executive Director at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2009 - Present
Citigroup 2006 - 2009
UBS 1997 - 2001
Morvillo Abramowitz Grand Iason & Silberberg 1992 - 1997
U.S. District Court for the E.D.N.Y. 1992 - 1993
Skills
Securities, Regulatory Requirements, Securities Regulation, Compliance, FINRA, Alternative Investments, Fixed Income, Capital Markets, Equities, Prime Brokerage, Structured Products, Investments, Mutual Funds, Operational Risk..., Investment Management, Wealth Management, Financial Services, Operational Risk
Education
Fordham University School of Law 1989 — 1992
J.D. cum laude, law
New York University 1984 — 1986
M.A., French Studies
Colby College 1980 — 1984
B.A. cum laude, Government/French
Morgan Stanley Wealth Management 2009 - Present
Citigroup 2006 - 2009
UBS 1997 - 2001
Morvillo Abramowitz Grand Iason & Silberberg 1992 - 1997
U.S. District Court for the E.D.N.Y. 1992 - 1993
Skills
Securities, Regulatory Requirements, Securities Regulation, Compliance, FINRA, Alternative Investments, Fixed Income, Capital Markets, Equities, Prime Brokerage, Structured Products, Investments, Mutual Funds, Operational Risk..., Investment Management, Wealth Management, Financial Services, Operational Risk
Education
Fordham University School of Law 1989 — 1992
J.D. cum laude, law
New York University 1984 — 1986
M.A., French Studies
Colby College 1980 — 1984
B.A. cum laude, Government/French
John M Crandall, CFP®'s Morgan Stanley Wealth Management Experience February 2012 - Present
Job CERTIFIED FINANCIAL PLANNER™ at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2012 - Present
Morgan Stanley Smith Barney June 2009 - Present
Smith Barney April 2002 - June 2009
Skills
Certified Financial..., High Net Worth..., Multi-generational..., Tax Free Income, Municipal Bonds, Investments, Portfolio Management, Separately Managed..., ETFs, Series 65, IRAs, 529 Plans, Retirement, Wealth Management..., 401k, College Savings Plans, Roth IRA, Wealth, Securities, College Education..., Series 7, Uniform Combined State..., Series 63, Rollovers
Education
College for Financial Planning 2012 — 2012
Certified Financial Planner
University of Michigan-Dearborn 1999 — 2004
Bachelor of Science (BS), Biochemistry and Economics
CC
Morgan Stanley Wealth Management February 2012 - Present
Morgan Stanley Smith Barney June 2009 - Present
Smith Barney April 2002 - June 2009
Skills
Certified Financial..., High Net Worth..., Multi-generational..., Tax Free Income, Municipal Bonds, Investments, Portfolio Management, Separately Managed..., ETFs, Series 65, IRAs, 529 Plans, Retirement, Wealth Management..., 401k, College Savings Plans, Roth IRA, Wealth, Securities, College Education..., Series 7, Uniform Combined State..., Series 63, Rollovers
Education
College for Financial Planning 2012 — 2012
Certified Financial Planner
University of Michigan-Dearborn 1999 — 2004
Bachelor of Science (BS), Biochemistry and Economics
CC
Amy (DePippo) Zervas's Morgan Stanley Wealth Management Experience February 2012 - November 2013
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2013 - Present
Morgan Stanley Wealth Management February 2012 - November 2013
Morgan Stanley Wealth Management January 2006 - January 2012
Morgan Stanley February 2005 - December 2005
Bingham McCutchen September 2001 - February 2005
Skills
Financial Services, Management, Policy, Securities Regulation, Risk Management, Litigation, FINRA, AML
Education
New York University School of Law 1998 — 2001
Doctor of Law (JD)
Cornell University 1994 — 1998
Bachelor's degree, Human Development and Family Studies, General
Wantagh High School
Morgan Stanley November 2013 - Present
Morgan Stanley Wealth Management February 2012 - November 2013
Morgan Stanley Wealth Management January 2006 - January 2012
Morgan Stanley February 2005 - December 2005
Bingham McCutchen September 2001 - February 2005
Skills
Financial Services, Management, Policy, Securities Regulation, Risk Management, Litigation, FINRA, AML
Education
New York University School of Law 1998 — 2001
Doctor of Law (JD)
Cornell University 1994 — 1998
Bachelor's degree, Human Development and Family Studies, General
Wantagh High School
Adam Brinkley, AAMS®, ADPA®'s Morgan Stanley Wealth Management Experience March 2008 - November 2012
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. November 2012 - Present
Morgan Stanley Wealth Management March 2008 - November 2012
Ameriprise Financial September 2006 - March 2008
Education
College for Financial Planning 2009 — 2011
Accredited Asset Management Specialist, Accredited Domestic Partnership Advisor
University of North Carolina at Wilmington 2001 — 2005
Bachelor of Science, Business Administration, Finance
UBS Financial Services Inc. November 2012 - Present
Morgan Stanley Wealth Management March 2008 - November 2012
Ameriprise Financial September 2006 - March 2008
Education
College for Financial Planning 2009 — 2011
Accredited Asset Management Specialist, Accredited Domestic Partnership Advisor
University of North Carolina at Wilmington 2001 — 2005
Bachelor of Science, Business Administration, Finance
Chandler Rudd CFP®'s Morgan Stanley Wealth Management Experience June 2004 - March 2013
Job Wealth Manager at USAA Wealth Management
Industry Financial Services
Experience
USAA Wealth Management March 2013 - Present
Morgan Stanley Wealth Management June 2004 - March 2013
Societe Generale August 1987 - August 2003
Education
Columbia University in the City of New York
BA
USAA Wealth Management March 2013 - Present
Morgan Stanley Wealth Management June 2004 - March 2013
Societe Generale August 1987 - August 2003
Education
Columbia University in the City of New York
BA
James M. Schneiderman, CRPS®'s Morgan Stanley Wealth Management Experience February 2007 - Present
Job Senior Vice President and Portfolio Management Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2007 - Present
National Foreign Trade Council September 2005 - January 2007
Skills
Strategic Financial..., Cash Management, Project Management, Mutual Funds, Investments, Strategic Planning, Equities, Portfolio Management, Business Strategy, Finance, Research, Financial Analysis, Account Management, Asset Managment, Management, Financial Modeling, Strategy, Entrepreneurship, Asset Management, Securities, Risk Management, Valuation, Asset Allocation, Retirement Planning, Economics, Analysis
Education
Monterey Institute of International Studies 2004 — 2006
MA, International Trade Policy
The Citadel 2000 — 2004
BA, International and Military Affairs
College for Financial Planning
CRPS®
Morgan Stanley Wealth Management February 2007 - Present
National Foreign Trade Council September 2005 - January 2007
Skills
Strategic Financial..., Cash Management, Project Management, Mutual Funds, Investments, Strategic Planning, Equities, Portfolio Management, Business Strategy, Finance, Research, Financial Analysis, Account Management, Asset Managment, Management, Financial Modeling, Strategy, Entrepreneurship, Asset Management, Securities, Risk Management, Valuation, Asset Allocation, Retirement Planning, Economics, Analysis
Education
Monterey Institute of International Studies 2004 — 2006
MA, International Trade Policy
The Citadel 2000 — 2004
BA, International and Military Affairs
College for Financial Planning
CRPS®
Martin Vergara II's Morgan Stanley Wealth Management Experience August 2012 - March 2014
Job Vice President, Director of Sales Strategy, Morgan Stanley Private Bank
Industry Financial Services
Experience
Morgan Stanley March 2014 - Present
Morgan Stanley Wealth Management August 2012 - March 2014
Morgan Stanley Wealth Management July 2011 - August 2012
Morgan Stanley Wealth Management February 2011 - August 2012
Morgan Stanley Wealth Management February 2008 - February 2011
Morgan Stanley Wealth Management April 2007 - February 2008
Ernst & Young January 2006 - April 2007
Skills
DCF, Financial Modeling, Valuation, Financial Analysis, Alternative Investments, Asset Management, Bloomberg, Business Development, Capital Markets, Equities, Fixed Income, Investments, Portfolio Management, Series 7
Education
Columbia Business School 2011 — 2013
Master of Business Administration (MBA)
University of Notre Dame - Mendoza College of Business 2002 — 2005
BA, Finance
Morgan Stanley March 2014 - Present
Morgan Stanley Wealth Management August 2012 - March 2014
Morgan Stanley Wealth Management July 2011 - August 2012
Morgan Stanley Wealth Management February 2011 - August 2012
Morgan Stanley Wealth Management February 2008 - February 2011
Morgan Stanley Wealth Management April 2007 - February 2008
Ernst & Young January 2006 - April 2007
Skills
DCF, Financial Modeling, Valuation, Financial Analysis, Alternative Investments, Asset Management, Bloomberg, Business Development, Capital Markets, Equities, Fixed Income, Investments, Portfolio Management, Series 7
Education
Columbia Business School 2011 — 2013
Master of Business Administration (MBA)
University of Notre Dame - Mendoza College of Business 2002 — 2005
BA, Finance
Stephanie (Stephanie Lupo) Vitti's Morgan Stanley Wealth Management Experience July 2009 - June 2014
Job Financial Services Professional at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
Fundation Group LLC August 2014 - February 2015
Morgan Stanley Wealth Management July 2009 - June 2014
Morgan Stanley June 2008 - August 2008
Morgan Stanley June 2007 - August 2007
Pace Women's Justice Center June 2006 - August 2006
Skills
Fixed Income, Capital Markets, Investments, Bonds, Structured Products, Wealth Management, Series 7, Financial Markets, Sales, Leadership, Bloomberg, Microsoft Excel, Asset Allocation, Bloomberg Terminal, Business Development, Sales Presentations, Morningstar, Municipal Bonds, Government Bonds, High Yield Bonds, Portfolio Management
Education
Cornell University 2005 — 2009
BS, Industrial and Labor Relations
Port Chester High School 2001 — 2005
High School
Morgan Stanley September 2015 - Present
Fundation Group LLC August 2014 - February 2015
Morgan Stanley Wealth Management July 2009 - June 2014
Morgan Stanley June 2008 - August 2008
Morgan Stanley June 2007 - August 2007
Pace Women's Justice Center June 2006 - August 2006
Skills
Fixed Income, Capital Markets, Investments, Bonds, Structured Products, Wealth Management, Series 7, Financial Markets, Sales, Leadership, Bloomberg, Microsoft Excel, Asset Allocation, Bloomberg Terminal, Business Development, Sales Presentations, Morningstar, Municipal Bonds, Government Bonds, High Yield Bonds, Portfolio Management
Education
Cornell University 2005 — 2009
BS, Industrial and Labor Relations
Port Chester High School 2001 — 2005
High School
George B. Smithy Jr.'s Morgan Stanley Wealth Management Experience July 2012 - Present
Job Managing Director Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2012 - Present
Smith Barney July 2008 - July 2012
Education
Columbia Business School 1974 — 1976
Master of Business Administration (MBA)
Columbia College (NY) 1970 — 1974
Bachelor's degree, Liberal Arts and Sciences, General Studies and Humanities
Morgan Stanley Wealth Management July 2012 - Present
Smith Barney July 2008 - July 2012
Education
Columbia Business School 1974 — 1976
Master of Business Administration (MBA)
Columbia College (NY) 1970 — 1974
Bachelor's degree, Liberal Arts and Sciences, General Studies and Humanities
Marianne Yen's Morgan Stanley Wealth Management Experience October 2012 - February 2014
Job Director at Alix Partners
Industry Financial Services
Experience
Alix Partners August 2015 - Present
Barclays Wealth and Investment Management March 2014 - July 2015
Morgan Stanley Wealth Management October 2012 - February 2014
Morgan Stanley February 2005 - February 2014
Herrick, Feinstein LLP September 2001 - February 2005
Leventhal Slade & Krantz January 1995 - August 2001
Hon. Morris E. Lasker 1993 - 1994
Arnold & Porter February 1993 - August 1993
United States Attorney's Office 1990 - 1992
The Washington Post March 1987 - August 1989
Skills
Series 7, Registered Securities..., Series 24, Registered Securities..., Series 66, Uniform Combined State..., Securities
Education
Columbia University School of Law 1989 — 1993
J.D.
New York University 1980 — 1984
B.A., Journalism/East Asian Studies
Alix Partners August 2015 - Present
Barclays Wealth and Investment Management March 2014 - July 2015
Morgan Stanley Wealth Management October 2012 - February 2014
Morgan Stanley February 2005 - February 2014
Herrick, Feinstein LLP September 2001 - February 2005
Leventhal Slade & Krantz January 1995 - August 2001
Hon. Morris E. Lasker 1993 - 1994
Arnold & Porter February 1993 - August 1993
United States Attorney's Office 1990 - 1992
The Washington Post March 1987 - August 1989
Skills
Series 7, Registered Securities..., Series 24, Registered Securities..., Series 66, Uniform Combined State..., Securities
Education
Columbia University School of Law 1989 — 1993
J.D.
New York University 1980 — 1984
B.A., Journalism/East Asian Studies
Anthony Peros, CFA's Morgan Stanley Wealth Management Experience January 2007 - Present
Job Financial Services
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2007 - Present
Education
Connecticut College 2001 — 2005
Morgan Stanley Wealth Management January 2007 - Present
Education
Connecticut College 2001 — 2005
Ross Caphton's Morgan Stanley Wealth Management Experience May 2004 - Present
Job at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management May 2004 - Present
Skills
Asset Allocation, Financial Modeling, Portfolio Management, Alternative Investments, Investments, Equities, Securities, Financial Markets, Analysis, Financial Risk, Management, Series 7
Education
Columbia University in the City of New York 2011 — 2011
Certificate Program - Certified Portfolio Manager
Oglethorpe University 2004 — 2006
Certificate Program - Certified Financial Planner
Valdosta State University 1999 — 2003
BBA, Finance
Morgan Stanley Wealth Management May 2004 - Present
Skills
Asset Allocation, Financial Modeling, Portfolio Management, Alternative Investments, Investments, Equities, Securities, Financial Markets, Analysis, Financial Risk, Management, Series 7
Education
Columbia University in the City of New York 2011 — 2011
Certificate Program - Certified Portfolio Manager
Oglethorpe University 2004 — 2006
Certificate Program - Certified Financial Planner
Valdosta State University 1999 — 2003
BBA, Finance
Harry Walters's Morgan Stanley Wealth Management Experience January 2014 - Present
Job Managing Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Smith Barney June 2009 - January 2014
Citigroup Global Markets Inc. December 2001 - May 2009
Salomon Smith Barney 1997 - December 2001
Smith Barney 1993 - 1997
Shearson Lehman 1989 - 1993
townley and updike 1983 - 1989
Fordham College 1976 - 1980
Skills
Securities, AML, Securities Regulation, Series 24, FINRA, Hedge Funds, Private Equity, Mergers & Acquisitions, Corporate Law, Series 7, Litigation, Corporate Governance, Capital Markets, Financial Services, Equities
Education
Columbia University School of Law 1980 — 1983
JD, Law
Fordham University 1976 — 1980
BA, Philosophy & Communications
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Smith Barney June 2009 - January 2014
Citigroup Global Markets Inc. December 2001 - May 2009
Salomon Smith Barney 1997 - December 2001
Smith Barney 1993 - 1997
Shearson Lehman 1989 - 1993
townley and updike 1983 - 1989
Fordham College 1976 - 1980
Skills
Securities, AML, Securities Regulation, Series 24, FINRA, Hedge Funds, Private Equity, Mergers & Acquisitions, Corporate Law, Series 7, Litigation, Corporate Governance, Capital Markets, Financial Services, Equities
Education
Columbia University School of Law 1980 — 1983
JD, Law
Fordham University 1976 — 1980
BA, Philosophy & Communications
Ellen Bailey's Morgan Stanley Wealth Management Experience 2008 - Present
Job Senior Vice President Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2008 - Present
Morgan Stanley Wealth Management 2008 - Present
Citi Smith Barney 1996 - 2008
Education
Colgate University 1990 — 1994
BA, English, Economics, Religion
Morgan Stanley April 2008 - Present
Morgan Stanley Wealth Management 2008 - Present
Citi Smith Barney 1996 - 2008
Education
Colgate University 1990 — 1994
BA, English, Economics, Religion
Feiyang Chen's Morgan Stanley Wealth Management Experience April 2013 - Present
Job Technology Associate at Morgan Stanley Smith Barney
Industry Computer Software
Experience
Morgan Stanley Wealth Management April 2013 - Present
PayPal June 2010 - September 2010
Skills
SDLC, Unix, PL/SQL, Unix Shell Scripting, SQL, Oracle, Requirements Analysis, Java Enterprise Edition, Data Warehousing, Requirements Gathering, Shell Scripting
Education
Columbia Engineering 2009 — 2011
Master, Computer Science
Morgan Stanley Wealth Management April 2013 - Present
PayPal June 2010 - September 2010
Skills
SDLC, Unix, PL/SQL, Unix Shell Scripting, SQL, Oracle, Requirements Analysis, Java Enterprise Edition, Data Warehousing, Requirements Gathering, Shell Scripting
Education
Columbia Engineering 2009 — 2011
Master, Computer Science
Joni Spungen's Morgan Stanley Wealth Management Experience 1983 - Present
Job Portfolio Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management 1983 - Present
Skills
Series 63, Series 7, Series 65
Education
College for Financial Planning
CFP Board designee
University of Illinois at Urbana-Champaign 1978 — 1982
Bachelor of Science (B.S.)
Morgan Stanley Wealth Management 1983 - Present
Skills
Series 63, Series 7, Series 65
Education
College for Financial Planning
CFP Board designee
University of Illinois at Urbana-Champaign 1978 — 1982
Bachelor of Science (B.S.)
Kevin Green's Morgan Stanley Wealth Management Experience September 1995 - April 2005
Job Petroleum Geologist / Technical Director at Northcote Energy
Industry Oil & Energy
Experience
Northcote Energy October 2012 - Present
RiverBend 2009 - 2011
Arcturus June 2007 - December 2009
Reef Oil and Gas May 2005 - June 2007
Morgan Stanley Wealth Management September 1995 - April 2005
Merrill Lynch March 1993 - May 1995
Verdad Oil & Gas June 1990 - April 1993
REDI Petroleum July 1989 - May 1990
Terra Resources September 1980 - June 1989
Insta Data Log January 1980 - September 1980
Skills
Geology, Seismic Interpretation, Reservoir..., Drilling, Petroleum, Petroleum Geology, Petrophysics, Formation Evaluation, Reservoir Management, Seismic, Oil, Field Development, Structural Geology, Petra, Logging, Gas, Stratigraphy, Geological Mapping, Sedimentology, Reservoir Engineering, Basin Analysis, Sequence Stratigraphy, Directional Drilling, Due Diligence, Log Analysis, Reserves, Data Management, Seismology, Geophysics, Offshore Drilling, Petrel, Energy, Onshore, Oil & Gas Industry, Natural Gas, Earth Science, Analysis, Oil & Gas Exploration, Energy Industry, Geographix, Oil/Gas, Upstream, Unconventional, Carbonates, SMT Kingdom, Reservoir Modeling, 3D seismic..., Petroleum Engineering, Minerals, Geosteering
Education
Colgate University 1977 — 1981
Bachelor, Geology
Northcote Energy October 2012 - Present
RiverBend 2009 - 2011
Arcturus June 2007 - December 2009
Reef Oil and Gas May 2005 - June 2007
Morgan Stanley Wealth Management September 1995 - April 2005
Merrill Lynch March 1993 - May 1995
Verdad Oil & Gas June 1990 - April 1993
REDI Petroleum July 1989 - May 1990
Terra Resources September 1980 - June 1989
Insta Data Log January 1980 - September 1980
Skills
Geology, Seismic Interpretation, Reservoir..., Drilling, Petroleum, Petroleum Geology, Petrophysics, Formation Evaluation, Reservoir Management, Seismic, Oil, Field Development, Structural Geology, Petra, Logging, Gas, Stratigraphy, Geological Mapping, Sedimentology, Reservoir Engineering, Basin Analysis, Sequence Stratigraphy, Directional Drilling, Due Diligence, Log Analysis, Reserves, Data Management, Seismology, Geophysics, Offshore Drilling, Petrel, Energy, Onshore, Oil & Gas Industry, Natural Gas, Earth Science, Analysis, Oil & Gas Exploration, Energy Industry, Geographix, Oil/Gas, Upstream, Unconventional, Carbonates, SMT Kingdom, Reservoir Modeling, 3D seismic..., Petroleum Engineering, Minerals, Geosteering
Education
Colgate University 1977 — 1981
Bachelor, Geology
Horace Barker's Morgan Stanley Wealth Management Experience 1995 - Present
Job Financial Advisor at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management 1995 - Present
Skills
Asset Management, Investments, Equities, Mutual Funds, Series 7, Alternative Investments, Series 63, Portfolio Management
Education
Claremont Graduate University
Master's degree, International Relations and Affairs
La Sierra University
Bachelor's degree, History
Morgan Stanley Wealth Management 1995 - Present
Skills
Asset Management, Investments, Equities, Mutual Funds, Series 7, Alternative Investments, Series 63, Portfolio Management
Education
Claremont Graduate University
Master's degree, International Relations and Affairs
La Sierra University
Bachelor's degree, History
Kathryn Doering, CRPC's Morgan Stanley Wealth Management Experience 2007 - 2010
Job Regional Wholesaler & Sales Manager, Flexible Plan Investments
Industry Financial Services
Experience
Flexible Plan Investments, Ltd. June 2015 - Present
Flexible Plan Investments, Ltd. May 2014 - Present
TD Ameritrade August 2011 - May 2014
Merrill Edge 2010 - 2011
Morgan Stanley Wealth Management 2007 - 2010
UBS Wealth Management 2006 - 2007
Skills
Wealth Management, Series 7, Investment Advisory, Investment Strategies, Retirement Planning, Fixed Income, Strategic Financial..., Portfolio Management, Capital Markets, FINRA, Alternative Investments, Financial Services, Finance, Asset Management, Financial Analysis, Separately Managed..., Financial Advisory, Investment Management, Due Diligence, ETFs, CRM, Equities, Mutual Funds
Education
College for Financial Planning 2010 — 2011
Chartered Retirement Planning Counselor, Retirement and Investment Planning
University of California, Davis 2002 — 2006
B.A., Communication
Flexible Plan Investments, Ltd. June 2015 - Present
Flexible Plan Investments, Ltd. May 2014 - Present
TD Ameritrade August 2011 - May 2014
Merrill Edge 2010 - 2011
Morgan Stanley Wealth Management 2007 - 2010
UBS Wealth Management 2006 - 2007
Skills
Wealth Management, Series 7, Investment Advisory, Investment Strategies, Retirement Planning, Fixed Income, Strategic Financial..., Portfolio Management, Capital Markets, FINRA, Alternative Investments, Financial Services, Finance, Asset Management, Financial Analysis, Separately Managed..., Financial Advisory, Investment Management, Due Diligence, ETFs, CRM, Equities, Mutual Funds
Education
College for Financial Planning 2010 — 2011
Chartered Retirement Planning Counselor, Retirement and Investment Planning
University of California, Davis 2002 — 2006
B.A., Communication
Amanda Stewart's Morgan Stanley Wealth Management Experience June 2011 - March 2013
Job Associate at Long Pond Capital
Industry Financial Services
Experience
Long Pond Capital, LP March 2015 - Present
AQR Capital Management January 2015 - March 2015
AQR Capital Management March 2013 - December 2014
Morgan Stanley Wealth Management June 2011 - March 2013
Morgan Stanley June 2010 - August 2010
CoBe Capital February 2010 - 2010
Skills
Hedge Funds, Investments, Capital Markets, Data Analysis, Equities, Financial Modeling, Microsoft Excel, Microsoft Office, Series 63, Valuation
Education
Columbia University in the City of New York 2007 — 2011
BA, Mathematics-Statistics; Philosophy
Oakland Catholic High School 2003 — 2007
Long Pond Capital, LP March 2015 - Present
AQR Capital Management January 2015 - March 2015
AQR Capital Management March 2013 - December 2014
Morgan Stanley Wealth Management June 2011 - March 2013
Morgan Stanley June 2010 - August 2010
CoBe Capital February 2010 - 2010
Skills
Hedge Funds, Investments, Capital Markets, Data Analysis, Equities, Financial Modeling, Microsoft Excel, Microsoft Office, Series 63, Valuation
Education
Columbia University in the City of New York 2007 — 2011
BA, Mathematics-Statistics; Philosophy
Oakland Catholic High School 2003 — 2007
Tanay Tandon's Morgan Stanley Wealth Management Experience January 2013 - Present
Job Technology Developer at Goldman Sachs
Industry Computer Software
Experience
NA January 2014 - Present
Morgan Stanley Wealth Management January 2013 - Present
Morgan Stanley Smith Barney February 2012 - December 2012
Columbia University August 2011 - December 2011
Columbia University September 2010 - December 2011
Morgan Stanley June 2011 - August 2011
Columbia University January 2011 - May 2011
IBM Global Services September 2007 - July 2010
IBM Global Business Services September 2007 - June 2009
IBM Global Services January 2007 - May 2007
Skills
Java, Perl, Shell Scripting, Unix, NetBeans, JavaScript, Databases, Linux, Microsoft SQL Server, Oracle, AJAX, PL/SQL
Education
Columbia Engineering 2010 — 2011
Master of Science, System Software
M.S.Ramaiah Institute of Technology 2003 — 2007
Bachelor of Engineering, Information Science and Engineering
Visvesvaraya Technological University 2003 — 2007
Bachelor of Engineering, Information Science & Engineering
Methodist High School
NA January 2014 - Present
Morgan Stanley Wealth Management January 2013 - Present
Morgan Stanley Smith Barney February 2012 - December 2012
Columbia University August 2011 - December 2011
Columbia University September 2010 - December 2011
Morgan Stanley June 2011 - August 2011
Columbia University January 2011 - May 2011
IBM Global Services September 2007 - July 2010
IBM Global Business Services September 2007 - June 2009
IBM Global Services January 2007 - May 2007
Skills
Java, Perl, Shell Scripting, Unix, NetBeans, JavaScript, Databases, Linux, Microsoft SQL Server, Oracle, AJAX, PL/SQL
Education
Columbia Engineering 2010 — 2011
Master of Science, System Software
M.S.Ramaiah Institute of Technology 2003 — 2007
Bachelor of Engineering, Information Science and Engineering
Visvesvaraya Technological University 2003 — 2007
Bachelor of Engineering, Information Science & Engineering
Methodist High School
Ivan Kozarev's Morgan Stanley Wealth Management Experience November 2013 - Present
Job Service Review Unit Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2013 - Present
Morgan Stanley Wealth Management February 2012 - November 2013
Morgan Stanley Wealth Management August 2011 - February 2012
UPS December 2007 - December 2009
Oakland Nursery February 2004 - September 2005
Skills
Inventory Management, Access, Operations Management, Customer Service, Microsoft Excel, Process Improvement, Logistics Management, Microsoft Office, Leadership, Microsoft Word, PowerPoint, Supply Chain, Time Management, Series 99
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2011
Bachelor of Science (BS), Finance
Columbus State Community College 2006 — 2009
Associate's degree, Accounting and Finance
Agricultural College of Plovdiv 2001 — 2004
Associate's degree, Business Administration and Management, General
Morgan Stanley Wealth Management November 2013 - Present
Morgan Stanley Wealth Management February 2012 - November 2013
Morgan Stanley Wealth Management August 2011 - February 2012
UPS December 2007 - December 2009
Oakland Nursery February 2004 - September 2005
Skills
Inventory Management, Access, Operations Management, Customer Service, Microsoft Excel, Process Improvement, Logistics Management, Microsoft Office, Leadership, Microsoft Word, PowerPoint, Supply Chain, Time Management, Series 99
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2011
Bachelor of Science (BS), Finance
Columbus State Community College 2006 — 2009
Associate's degree, Accounting and Finance
Agricultural College of Plovdiv 2001 — 2004
Associate's degree, Business Administration and Management, General
Keith Wendling's Morgan Stanley Wealth Management Experience March 2012 - March 2013
Job Independent AML Consultant
Industry Financial Services
Experience
United States Regional Retail Bank (Contract position via Navigant Consulting) January 2015 - May 2015
JPMorgan Chase May 2014 - January 2015
JPMorgan Chase & Co. November 2013 - February 2014
JPMorgan Chase July 2013 - November 2013
Protiviti March 2013 - July 2013
Morgan Stanley Wealth Management March 2012 - March 2013
Morgan Stanley Wealth Management October 2011 - March 2012
Winston & Strawn LLP June 2006 - August 2009
GE Capital July 2008 - May 2009
Putnam Investments January 2004 - June 2004
Skills
Legal Writing, Legal Research, Mediation, Civil Litigation, Westlaw, Courts, Litigation, Public Speaking, Due Diligence, Corporate Governance, Commercial Litigation, AML, Mergers & Acquisitions, Risk Management, Anti Money Laundering, Analysis, Fraud, Management, KYC, Internal Audit
Education
Seton Hall Law School 2009 — 2011
Law
Cornell University
BS, Applied Economics & Management
Byram Hills High School
United States Regional Retail Bank (Contract position via Navigant Consulting) January 2015 - May 2015
JPMorgan Chase May 2014 - January 2015
JPMorgan Chase & Co. November 2013 - February 2014
JPMorgan Chase July 2013 - November 2013
Protiviti March 2013 - July 2013
Morgan Stanley Wealth Management March 2012 - March 2013
Morgan Stanley Wealth Management October 2011 - March 2012
Winston & Strawn LLP June 2006 - August 2009
GE Capital July 2008 - May 2009
Putnam Investments January 2004 - June 2004
Skills
Legal Writing, Legal Research, Mediation, Civil Litigation, Westlaw, Courts, Litigation, Public Speaking, Due Diligence, Corporate Governance, Commercial Litigation, AML, Mergers & Acquisitions, Risk Management, Anti Money Laundering, Analysis, Fraud, Management, KYC, Internal Audit
Education
Seton Hall Law School 2009 — 2011
Law
Cornell University
BS, Applied Economics & Management
Byram Hills High School
Cheryl Callender's Morgan Stanley Wealth Management Experience January 1999 - April 2000
Job Financial Advisor at Bankers Life and Casualty
Industry Financial Services
Experience
Bankers Life and Casualty January 2009 - Present
The Auto Club Group May 2005 - December 2008
Flexible Plan Investments May 2002 - March 2005
Morgan Stanley Wealth Management January 1999 - April 2000
Skills
Portfolio Management, Mutual Funds, Retirement Planning, Life Insurance, long term care planning, Fixed Annuities, Variable Annuities, Equity Indexed Annuities, Medicare, Long Term Care Insurance, IRAs, Financial Planning, Finance, Retirement, Disability Insurance, Term Life Insurance, Investments, Wealth Management, Insurance, Financial Advisory, Estate Planning
Education
College for Financial Planning
CFP
The University of Texas at Austin
B.S Communications
Bankers Life and Casualty January 2009 - Present
The Auto Club Group May 2005 - December 2008
Flexible Plan Investments May 2002 - March 2005
Morgan Stanley Wealth Management January 1999 - April 2000
Skills
Portfolio Management, Mutual Funds, Retirement Planning, Life Insurance, long term care planning, Fixed Annuities, Variable Annuities, Equity Indexed Annuities, Medicare, Long Term Care Insurance, IRAs, Financial Planning, Finance, Retirement, Disability Insurance, Term Life Insurance, Investments, Wealth Management, Insurance, Financial Advisory, Estate Planning
Education
College for Financial Planning
CFP
The University of Texas at Austin
B.S Communications
Caroline Zwahlen's Morgan Stanley Wealth Management Experience March 2015 - Present
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2015 - Present
Morgan Stanley Wealth Management October 2013 - Present
Boys and Girls Clubs of America October 2012 - Present
Brown Brothers Harriman June 2012 - October 2013
Brown Brothers Harriman June 2011 - August 2011
Health Plan One May 2010 - August 2010
Skills
Equities, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Research, Social Media, Event Planning, Financial Analysis
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts (B.A.), Economics
University College Cork 2010 — 2011
Sacred Heart Academy 2004 — 2008
Morgan Stanley Wealth Management March 2015 - Present
Morgan Stanley Wealth Management October 2013 - Present
Boys and Girls Clubs of America October 2012 - Present
Brown Brothers Harriman June 2012 - October 2013
Brown Brothers Harriman June 2011 - August 2011
Health Plan One May 2010 - August 2010
Skills
Equities, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Research, Social Media, Event Planning, Financial Analysis
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts (B.A.), Economics
University College Cork 2010 — 2011
Sacred Heart Academy 2004 — 2008
Eben Bronfman's Morgan Stanley Wealth Management Experience April 2010 - February 2013
Job Director of Intergovernmental Relations and Community Affairs at Bramson ORT College
Industry Financial Services
Experience
Bramson ORT College January 2015 - Present
Bramson ORT College October 2014 - Present
Council Member Elizabeth Crowley 2014 - Present
New York University August 2014 - Present
Metropolitian College of New York December 2012 - Present
United Nations Association - Southern New York State Division 2010 - 2014
Catsimatidis 2013 February 2013 - December 2013
Morgan Stanley Wealth Management April 2010 - February 2013
National Arts Club 2000 - 2012
Berkeley College 2008 - 2011
Skills
Public Speaking, Research, Event Planning, Social Media, Non-profits, Fundraising, Policy, Strategic Financial..., Managerial Finance, Higher Education, Politics, Community Outreach, Leadership, Strategic Planning, Editing, Budgets, Microsoft Office, Microsoft Word, Volunteer Management, Program Development, Policy Analysis, Microsoft Excel, Teaching, Enforcement, Public Relations, Event Management, PowerPoint, Customer Service, Program Management, Team Building, Criminal Justice, System Administration, Data Analysis, Staff Development, Social Networking, Coaching, Training, Outlook, Grant Writing, Leadership Development, Nonprofits, Analysis, Time Management, Government, Project Management, Public Policy, Marketing, Organizational..., Proposal Writing, Administration
Education
City University of New York-John Jay College of Criminal Justice
MA, Criminal Justice
City University of New York-John Jay College of Criminal Justice
BA, Government and public Administration
Bramson ORT College January 2015 - Present
Bramson ORT College October 2014 - Present
Council Member Elizabeth Crowley 2014 - Present
New York University August 2014 - Present
Metropolitian College of New York December 2012 - Present
United Nations Association - Southern New York State Division 2010 - 2014
Catsimatidis 2013 February 2013 - December 2013
Morgan Stanley Wealth Management April 2010 - February 2013
National Arts Club 2000 - 2012
Berkeley College 2008 - 2011
Skills
Public Speaking, Research, Event Planning, Social Media, Non-profits, Fundraising, Policy, Strategic Financial..., Managerial Finance, Higher Education, Politics, Community Outreach, Leadership, Strategic Planning, Editing, Budgets, Microsoft Office, Microsoft Word, Volunteer Management, Program Development, Policy Analysis, Microsoft Excel, Teaching, Enforcement, Public Relations, Event Management, PowerPoint, Customer Service, Program Management, Team Building, Criminal Justice, System Administration, Data Analysis, Staff Development, Social Networking, Coaching, Training, Outlook, Grant Writing, Leadership Development, Nonprofits, Analysis, Time Management, Government, Project Management, Public Policy, Marketing, Organizational..., Proposal Writing, Administration
Education
City University of New York-John Jay College of Criminal Justice
MA, Criminal Justice
City University of New York-John Jay College of Criminal Justice
BA, Government and public Administration
Jodie Polak's Morgan Stanley Wealth Management Experience May 2011 - November 2012
Job Client Service Associate
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2011 - November 2012
Morgan Stanley Wealth Management May 2011 - August 2011
Legend Equities July 2007 - October 2007
Terre Haute Savings Bank Financial Services / Legend Equities Corp January 2007 - October 2007
The Pet Pantry January 2003 - January 2005
Bear Stearns Securities Corporation January 1997 - January 2003
The Knowledge Exchange January 1996 - January 1997
The Knowledge Exchange January 1994 - January 1995
Skills
Customer Service, Microsoft Excel, Microsoft Office, Customer Satisfaction, PowerPoint, Time Management, Microsoft Word, Leadership, Retail, Marketing, Merchandising, Sales Management, Outlook, Client Management...
Education
College of Charleston
Bachelor of Arts (B.A, Corporate Communications
Morgan Stanley Wealth Management May 2011 - November 2012
Morgan Stanley Wealth Management May 2011 - August 2011
Legend Equities July 2007 - October 2007
Terre Haute Savings Bank Financial Services / Legend Equities Corp January 2007 - October 2007
The Pet Pantry January 2003 - January 2005
Bear Stearns Securities Corporation January 1997 - January 2003
The Knowledge Exchange January 1996 - January 1997
The Knowledge Exchange January 1994 - January 1995
Skills
Customer Service, Microsoft Excel, Microsoft Office, Customer Satisfaction, PowerPoint, Time Management, Microsoft Word, Leadership, Retail, Marketing, Merchandising, Sales Management, Outlook, Client Management...
Education
College of Charleston
Bachelor of Arts (B.A, Corporate Communications
robert weldon's Morgan Stanley Wealth Management Experience March 2011 - March 2012
Job President and CEO at Rfw Design, Inc
Industry Civic & Social Organization
Experience
Rfw Design, Inc February 1991 - Present
Grace Lutheran Chrurch August 2012 - Present
Grace Lutheran Church August 2012 - Present
htlc August 2004 - Present
Morgan Stanley Wealth Management March 2011 - March 2012
Skills
Volunteer Management, Community Outreach, Fundraising, Public Speaking, Event Planning, Microsoft Office, Leadership Development, Teaching, Volunteer Recruiting, Customer Service, Grant Writing, Social Media, Event Management, Research, Strategic Planning, Non-profits, Retirement
Education
Concordia Theological Seminary 2000 — 2004
Master of Divinity (M.Div.)
Indiana University south East
Kentucky Polythech
Associate's degree
Purdue University
Rfw Design, Inc February 1991 - Present
Grace Lutheran Chrurch August 2012 - Present
Grace Lutheran Church August 2012 - Present
htlc August 2004 - Present
Morgan Stanley Wealth Management March 2011 - March 2012
Skills
Volunteer Management, Community Outreach, Fundraising, Public Speaking, Event Planning, Microsoft Office, Leadership Development, Teaching, Volunteer Recruiting, Customer Service, Grant Writing, Social Media, Event Management, Research, Strategic Planning, Non-profits, Retirement
Education
Concordia Theological Seminary 2000 — 2004
Master of Divinity (M.Div.)
Indiana University south East
Kentucky Polythech
Associate's degree
Purdue University
Azeb Clark's Morgan Stanley Wealth Management Experience April 2002 - April 2007
Job Principal, Wealth Advisor at Morningside Investment Advisors
Industry Financial Services
Experience
Morningside Investment Advisors, llc May 2007 - Present
Morgan Stanley Wealth Management April 2002 - April 2007
Skills
Wealth Management, Retirement Planning, Investments, Strategic Financial..., Portfolio Management, Series 7, Investment Advisory, Retirement, Asset Allocation, Asset Management, Investment Strategies, Equities, Financial Advisory, Securities, Alternative Investments, Wealth, Insurance, Series 63
Education
Columbia University in the City of New York 2004 — 2006
Master, International Economics and Finance
Universite de Nantes
Morningside Investment Advisors, llc May 2007 - Present
Morgan Stanley Wealth Management April 2002 - April 2007
Skills
Wealth Management, Retirement Planning, Investments, Strategic Financial..., Portfolio Management, Series 7, Investment Advisory, Retirement, Asset Allocation, Asset Management, Investment Strategies, Equities, Financial Advisory, Securities, Alternative Investments, Wealth, Insurance, Series 63
Education
Columbia University in the City of New York 2004 — 2006
Master, International Economics and Finance
Universite de Nantes
Becky DeVries's Morgan Stanley Wealth Management Experience January 2014 - Present
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2014 - Present
Northwestern Mutual October 2011 - January 2014
WLUK Fox 11 December 2005 - October 2011
KIMT-TV 2003 - 2005
Northern Trust December 1998 - December 2003
WMAQ NBC5 Chicago 2002 - 2003
Skills
Writing, Video Editing, Enterprising, Editing, Social Media, ENPS, Non-linear Editing, Journalism, Public Speaking, News Writing, Facebook, Insurance, Breaking News, Broadcast Journalism, Final Cut Pro, Media Relations, AP Style, Press Releases, Fundraising, Social Enterprise, Blogging, Public Relations, Social Networking, Broadcast, Newsletters, Copy Editing, Social Media Marketing, Creative Writing, Radio, Video Production, Storytelling, Digital Media, New Media, Direct Marketing, Microsoft Office, Marketing, Mutual Funds, Long Term Care Insurance, Licensed Life Insurance..., Disability Insurance, Variable Annuities, Video, Television, Avid, Advertising, Copywriting, Event Planning
Education
Columbia College Chicago 2000 — 2002
Broadcast Journalism, Reporting
Chicago Christian High School
Morgan Stanley Wealth Management January 2014 - Present
Northwestern Mutual October 2011 - January 2014
WLUK Fox 11 December 2005 - October 2011
KIMT-TV 2003 - 2005
Northern Trust December 1998 - December 2003
WMAQ NBC5 Chicago 2002 - 2003
Skills
Writing, Video Editing, Enterprising, Editing, Social Media, ENPS, Non-linear Editing, Journalism, Public Speaking, News Writing, Facebook, Insurance, Breaking News, Broadcast Journalism, Final Cut Pro, Media Relations, AP Style, Press Releases, Fundraising, Social Enterprise, Blogging, Public Relations, Social Networking, Broadcast, Newsletters, Copy Editing, Social Media Marketing, Creative Writing, Radio, Video Production, Storytelling, Digital Media, New Media, Direct Marketing, Microsoft Office, Marketing, Mutual Funds, Long Term Care Insurance, Licensed Life Insurance..., Disability Insurance, Variable Annuities, Video, Television, Avid, Advertising, Copywriting, Event Planning
Education
Columbia College Chicago 2000 — 2002
Broadcast Journalism, Reporting
Chicago Christian High School
Kenneth Jordan's Morgan Stanley Wealth Management Experience 1999 - Present
Job Executive Director/Planning Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management 1999 - Present
Education
University of Maine School of Law 1971 — 1974
Doctor of Law (JD)
Colby College 1966 — 1970
Bachelor of Arts (BA), History and Government
Morgan Stanley Wealth Management 1999 - Present
Education
University of Maine School of Law 1971 — 1974
Doctor of Law (JD)
Colby College 1966 — 1970
Bachelor of Arts (BA), History and Government
Kristin Tess's Morgan Stanley Wealth Management Experience June 2011 - Present
Job Executive Director, Head of Bank Risk at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2011 - Present
360 Capital LLC April 2010 - May 2011
GRP Financial Services, a Sallie Mae company October 2008 - January 2010
GRP Financial Services, a Sallie Mae company September 2001 - October 2008
Kin Properties Inc March 1999 - August 2001
Weil Gotshal and Manges April 1993 - March 1999
Shamberg Marwell September 1990 - March 1993
Skills
Mortgage Servicing, distressed asset..., mortgage licensing, Financial Services, Creditors' Rights, Structured Finance, Mortgage Lending, Mortgage trading, Commercial Leasing, RESPA, TILA, HOEPA, FDCPA, Foreclosures, Bankruptcy, Warehouse Lines, Title Insurance, Legal Compliance, Credit, Default, Loss Mitigation, Trading, Loan Servicing, Real Estate, Mergers & Acquisitions
Education
Cornell Law School 1987 — 1990
Juris Doctor, law
Marquette University 1983 — 1987
BA, History and Political Science
Morgan Stanley Wealth Management June 2011 - Present
360 Capital LLC April 2010 - May 2011
GRP Financial Services, a Sallie Mae company October 2008 - January 2010
GRP Financial Services, a Sallie Mae company September 2001 - October 2008
Kin Properties Inc March 1999 - August 2001
Weil Gotshal and Manges April 1993 - March 1999
Shamberg Marwell September 1990 - March 1993
Skills
Mortgage Servicing, distressed asset..., mortgage licensing, Financial Services, Creditors' Rights, Structured Finance, Mortgage Lending, Mortgage trading, Commercial Leasing, RESPA, TILA, HOEPA, FDCPA, Foreclosures, Bankruptcy, Warehouse Lines, Title Insurance, Legal Compliance, Credit, Default, Loss Mitigation, Trading, Loan Servicing, Real Estate, Mergers & Acquisitions
Education
Cornell Law School 1987 — 1990
Juris Doctor, law
Marquette University 1983 — 1987
BA, History and Political Science
Michele Wolfe, AAMS®'s Morgan Stanley Wealth Management Experience March 2014 - Present
Job Registered Associate at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management March 2014 - Present
Charles Schwab Branch Network April 2011 - March 2014
Charles Schwab January 2010 - April 2011
Charles Schwab January 2008 - January 2010
The Lending group June 2006 - January 2008
JPMorgan Chase January 1999 - July 2007
Education
College for Financial Planning
AAMS, Accredited Asset Managment Specialist
Morgan Stanley Wealth Management March 2014 - Present
Charles Schwab Branch Network April 2011 - March 2014
Charles Schwab January 2010 - April 2011
Charles Schwab January 2008 - January 2010
The Lending group June 2006 - January 2008
JPMorgan Chase January 1999 - July 2007
Education
College for Financial Planning
AAMS, Accredited Asset Managment Specialist
Emily Jasper's Morgan Stanley Wealth Management Experience April 2013 - December 2013
Job Customer Service Manager at Lights Fantastic
Industry Human Resources
Experience
Lights Fantastic January 2015 - Present
Hyatt Place Plano April 2014 - December 2014
Morgan Stanley Wealth Management April 2013 - December 2013
Dallas Roadshows July 2012 - March 2013
Eminent Home Health Care April 2012 - July 2012
Richardson Adult Literacy Center June 2011 - August 2011
Atriad Press LLC February 2011 - May 2011
Rockfish Seafood Grill August 2008 - December 2010
Skills
Editing, Market Research, Customer Service, Communication, Microsoft Office, Interviews, Teamwork, Time Management, Web Applications, Social Networking, Volunteer Coordination, Telephone Skills, Project Evaluation, Organizational..., Writing, Analysis, Customer Relations, Team Leadership, Administrative..., Billing Systems, Bill Payment, Computer Proficiency, Composition, People Skills, Spreadsheets, Data Entry, Human Resources
Education
Collin County Community College 2014 — 2014
Certificate in Human Resources
UTD 2008 — 2011
Bachelor of Arts, Literary Studies
Lights Fantastic January 2015 - Present
Hyatt Place Plano April 2014 - December 2014
Morgan Stanley Wealth Management April 2013 - December 2013
Dallas Roadshows July 2012 - March 2013
Eminent Home Health Care April 2012 - July 2012
Richardson Adult Literacy Center June 2011 - August 2011
Atriad Press LLC February 2011 - May 2011
Rockfish Seafood Grill August 2008 - December 2010
Skills
Editing, Market Research, Customer Service, Communication, Microsoft Office, Interviews, Teamwork, Time Management, Web Applications, Social Networking, Volunteer Coordination, Telephone Skills, Project Evaluation, Organizational..., Writing, Analysis, Customer Relations, Team Leadership, Administrative..., Billing Systems, Bill Payment, Computer Proficiency, Composition, People Skills, Spreadsheets, Data Entry, Human Resources
Education
Collin County Community College 2014 — 2014
Certificate in Human Resources
UTD 2008 — 2011
Bachelor of Arts, Literary Studies
Carol Ann Coppola's Morgan Stanley Wealth Management Experience February 1998 - Present
Job Executive Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 1998 - Present
Morgan Stanley Wealth Management February 1998 - Present
First Union/Wachovia January 1995 - May 1997
Skills
Financial Advisory, Mutual Funds, Investment Strategies, Series 63, IRAs, Asset Allocation, Fixed Income, Hedge Funds, Series 24, Risk Management, Investment Advisory, Bonds, IT Strategy, ETFs, Capital Markets, Series 7, Wealth Management..., 401k, Trading Systems, Alternative Investments
Education
John Jay College of Criminal Justice
AA, Liberal Arts
Morgan Stanley Smith Barney February 1998 - Present
Morgan Stanley Wealth Management February 1998 - Present
First Union/Wachovia January 1995 - May 1997
Skills
Financial Advisory, Mutual Funds, Investment Strategies, Series 63, IRAs, Asset Allocation, Fixed Income, Hedge Funds, Series 24, Risk Management, Investment Advisory, Bonds, IT Strategy, ETFs, Capital Markets, Series 7, Wealth Management..., 401k, Trading Systems, Alternative Investments
Education
John Jay College of Criminal Justice
AA, Liberal Arts
David Hohmann's Morgan Stanley Wealth Management Experience September 2008 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2008 - Present
Morgan Stanley Wealth Management 2008 - 2012
Merrill Lynch February 2000 - September 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Financial Analysis, Guitarist
Education
Concordia University-River Forest 1981 — 1983
Concordia College-New York 1979 — 1983
Morgan Stanley Wealth Management September 2008 - Present
Morgan Stanley Wealth Management 2008 - 2012
Merrill Lynch February 2000 - September 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Financial Analysis, Guitarist
Education
Concordia University-River Forest 1981 — 1983
Concordia College-New York 1979 — 1983
Abinaya Thenappan's Morgan Stanley Wealth Management Experience April 2013 - April 2014
Job Research Assistant at Lowe Institute of Political Economy
Industry
Experience
Morgan Stanley Wealth Management April 2013 - April 2014
Skills
Public Speaking, Research, Politics, Nonprofits, Data Analysis, Social Media, Fundraising
Education
Claremont McKenna College 2012 — 2015
Whitney High School 2008 — 2012
Morgan Stanley Wealth Management April 2013 - April 2014
Skills
Public Speaking, Research, Politics, Nonprofits, Data Analysis, Social Media, Fundraising
Education
Claremont McKenna College 2012 — 2015
Whitney High School 2008 — 2012
Michelle Wilke's Morgan Stanley Wealth Management Experience June 2006 - Present
Job Executive Director and Counsel at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2006 - Present
Morgan Stanley December 1998 - June 2006
Shearman & Sterling LLP September 1995 - December 1998
Skills
Securities Regulation, Securities Offerings, Fixed Income, Broker-Dealer, Broker-Dealer Compliance, Structured Products, Securitization, Trading, Institutional Investors, Wealth Management, Contract Negotiation, Equities
Education
Columbia University School of Law 1992 — 1995
Doctor of Law (JD)
University of Wisconsin-Madison
Bachelor of Science (B.S.), Molecular Biology
Morgan Stanley Wealth Management June 2006 - Present
Morgan Stanley December 1998 - June 2006
Shearman & Sterling LLP September 1995 - December 1998
Skills
Securities Regulation, Securities Offerings, Fixed Income, Broker-Dealer, Broker-Dealer Compliance, Structured Products, Securitization, Trading, Institutional Investors, Wealth Management, Contract Negotiation, Equities
Education
Columbia University School of Law 1992 — 1995
Doctor of Law (JD)
University of Wisconsin-Madison
Bachelor of Science (B.S.), Molecular Biology
Brendan Webb, CFA's Morgan Stanley Wealth Management Experience July 2009 - June 2013
Job Vice President, Fixed Income/Structured Products at Barclays
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2009 - June 2013
Morgan Stanley Wealth Management July 2007 - July 2009
Education
College of the Holy Cross 2003 — 2007
Bachelor of Arts (B.A.), Economics
Morgan Stanley Wealth Management July 2009 - June 2013
Morgan Stanley Wealth Management July 2007 - July 2009
Education
College of the Holy Cross 2003 — 2007
Bachelor of Arts (B.A.), Economics
Jonele Hinton's Morgan Stanley Wealth Management Experience June 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2012 - Present
Morgan Stanley 2012 - 2013
Franklin County December 2004 - December 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Copy Typing, Filing, Mail Sorting, Customer Service
Education
Columbus State 2007 — 2011
N/A, Registered Nursing/Registered Nurse
Morgan Stanley Wealth Management June 2012 - Present
Morgan Stanley 2012 - 2013
Franklin County December 2004 - December 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Copy Typing, Filing, Mail Sorting, Customer Service
Education
Columbus State 2007 — 2011
N/A, Registered Nursing/Registered Nurse
Kandie Lowe's Morgan Stanley Wealth Management Experience March 2014 - Present
Job Tier 2 Field Facing Representative, Branch Support, at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2014 - Present
Smiths Medical September 2005 - February 2014
Nestlé USA April 2000 - August 2005
UPS September 1994 - October 1996
Westland Mall 1995 - 1996
Skills
Oracle, Military Experience, Microsoft Excel, Microsoft Office, Bulk Mailing, Mail Sorting, Customer Service, Call Centers, Continuous Improvement, Accounts Payable, Team Leadership, Dependable Team Player, Theatre, Non-profit Volunteer, Sales
Education
Northcentral University 2014 — 2015
Master of Business Administration (MBA), Project Management, 3.74
Franklin University 2000 — 2002
Bachelor of Science (BS), Organizational Leadership
Columbus State 1998 — 1999
Waterford Mott
Morgan Stanley Wealth Management March 2014 - Present
Smiths Medical September 2005 - February 2014
Nestlé USA April 2000 - August 2005
UPS September 1994 - October 1996
Westland Mall 1995 - 1996
Skills
Oracle, Military Experience, Microsoft Excel, Microsoft Office, Bulk Mailing, Mail Sorting, Customer Service, Call Centers, Continuous Improvement, Accounts Payable, Team Leadership, Dependable Team Player, Theatre, Non-profit Volunteer, Sales
Education
Northcentral University 2014 — 2015
Master of Business Administration (MBA), Project Management, 3.74
Franklin University 2000 — 2002
Bachelor of Science (BS), Organizational Leadership
Columbus State 1998 — 1999
Waterford Mott
David Rockefeller's Morgan Stanley Wealth Management Experience August 1998 - January 2001
Job Managing Partner at Rockefeller Capital LLC
Industry Financial Services
Experience
Rockefeller Capital LLC September 2005 - Present
Goldman Sachs May 2001 - September 2004
Morgan Stanley Wealth Management August 1998 - January 2001
Education
Columbia University - Columbia Business School 1995 — 1997
Master of Business Administration (MBA)
Harvard University 1988 — 1993
Rockefeller Capital LLC September 2005 - Present
Goldman Sachs May 2001 - September 2004
Morgan Stanley Wealth Management August 1998 - January 2001
Education
Columbia University - Columbia Business School 1995 — 1997
Master of Business Administration (MBA)
Harvard University 1988 — 1993
Bonnie Vance's Morgan Stanley Wealth Management Experience 1998 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley Wealth Management 1998 - 2013
Skills
Superior Client Service, Real Estate License
Education
Columbus State Community College 2009 — 2011
Mifflin High School
Morgan Stanley Wealth Management 1998 - 2013
Skills
Superior Client Service, Real Estate License
Education
Columbus State Community College 2009 — 2011
Mifflin High School
Patrick McDevitt's Morgan Stanley Wealth Management Experience August 2013 - Present
Job Regestered Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2013 - Present
Morgan Stanley August 2012 - August 2013
Cowen and Company June 2010 - August 2010
Skills
Series 7, Wealth Management, Mutual Funds, Investments, Portfolio Management, Equities, Retirement Planning, Financial Services, Series 63, Asset Management, Fixed Income, Strategic Financial...
Education
College of Charleston 2008 — 2012
Bachelor of Arts (BA), Corporate Communication
Rider University 2007 — 2008
Morgan Stanley Wealth Management August 2013 - Present
Morgan Stanley August 2012 - August 2013
Cowen and Company June 2010 - August 2010
Skills
Series 7, Wealth Management, Mutual Funds, Investments, Portfolio Management, Equities, Retirement Planning, Financial Services, Series 63, Asset Management, Fixed Income, Strategic Financial...
Education
College of Charleston 2008 — 2012
Bachelor of Arts (BA), Corporate Communication
Rider University 2007 — 2008
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.