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
Brandon T. Knox Brandon T. Knox's Morgan Stanley Wealth Management Experience July 2008 - November 2012
Job
Industry Investment Management
Experience
Raymond James Financial Inc. December 2012 - Present
Morgan Stanley Wealth Management July 2008 - November 2012
Knox for Philly August 2006 - June 2008
Skills
Valuation, Strategic Financial..., Securities, Finance, Investments, Financial Modeling, Financial Analysis, Financial Planning, Series 7, Investment Management, Fixed Income Portfolio..., Equity Trading
Education
Drexel University 2006 — 2008
Master of Business Administration (MBA), Financial Management
West Chester University of Pennsylvania 2000 — 2004
Bachelor of Science (BS), Economics
Raymond James Financial Inc. December 2012 - Present
Morgan Stanley Wealth Management July 2008 - November 2012
Knox for Philly August 2006 - June 2008
Skills
Valuation, Strategic Financial..., Securities, Finance, Investments, Financial Modeling, Financial Analysis, Financial Planning, Series 7, Investment Management, Fixed Income Portfolio..., Equity Trading
Education
Drexel University 2006 — 2008
Master of Business Administration (MBA), Financial Management
West Chester University of Pennsylvania 2000 — 2004
Bachelor of Science (BS), Economics
Tom Kozlowski Tom Kozlowski's Morgan Stanley Wealth Management Experience June 2012 - April 2013
Job Financial Analyst Structuring at Illinois Housing Development Authority
Industry Financial Services
Experience
Illinois Housing Development Authority January 2015 - Present
Graystone Consulting at Morgan Stanley May 2013 - December 2014
Morgan Stanley Wealth Management June 2012 - April 2013
Morgan Stanley Smith Barney January 2012 - June 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Zephyr Style Advisor, Outlook, Analysis, Asset Allocation, Management, Investment Strategies, Wealth Management, Leadership, Investments, Retirement Planning, Financial Analysis, Microsoft Office
Education
DePaul University 2007 — 2011
Finance
Lane Tech College Prep 2003 — 2007
Illinois Housing Development Authority January 2015 - Present
Graystone Consulting at Morgan Stanley May 2013 - December 2014
Morgan Stanley Wealth Management June 2012 - April 2013
Morgan Stanley Smith Barney January 2012 - June 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Zephyr Style Advisor, Outlook, Analysis, Asset Allocation, Management, Investment Strategies, Wealth Management, Leadership, Investments, Retirement Planning, Financial Analysis, Microsoft Office
Education
DePaul University 2007 — 2011
Finance
Lane Tech College Prep 2003 — 2007
Elizabeth Despain Elizabeth Despain's Morgan Stanley Wealth Management Experience February 2014 - Present
Job Consulting Group Analyst at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2014 - Present
Morgan Stanley Smith Barney July 2011 - February 2014
DePaul University July 2010 - June 2011
The Insurance People & eWomenNetwork 2011 - 2011
Richard Flagel Realty June 2004 - August 2009
Skills
Series 7, Series 66, Stata, Wealthbench, Morningstar, ACT!, Microsoft Applications, Finance
Education
DePaul University 2010 — 2011
Bachelor of Science (BS) Cum Laude, Commerce (Currently offered as BS in Business)
Sinclair Community College 2007 — 2009
Associates of Science, Business Administration
Morgan Stanley Wealth Management February 2014 - Present
Morgan Stanley Smith Barney July 2011 - February 2014
DePaul University July 2010 - June 2011
The Insurance People & eWomenNetwork 2011 - 2011
Richard Flagel Realty June 2004 - August 2009
Skills
Series 7, Series 66, Stata, Wealthbench, Morningstar, ACT!, Microsoft Applications, Finance
Education
DePaul University 2010 — 2011
Bachelor of Science (BS) Cum Laude, Commerce (Currently offered as BS in Business)
Sinclair Community College 2007 — 2009
Associates of Science, Business Administration
Shanti Turner's Morgan Stanley Wealth Management Experience September 2012 - March 2013
Job Sales Manager at Hyatt Regency McCormick Place
Industry Hospitality
Experience
Hyatt Regency McCormick Place June 2015 - Present
Hyatt Regency McCormick Place May 2014 - June 2015
Union League Club of Chicago November 2013 - March 2014
Hosts Chicago a Hosts Global Alliance Member October 2012 - November 2013
Bar Toma December 2012 - May 2013
Morgan Stanley Wealth Management September 2012 - March 2013
Radian Group June 2012 - August 2012
EDGE Program September 2011 - June 2012
Skills
Event Planning, Customer Service, Public Relations, Negotiation, Marketing Communications, Management, Microsoft Office, Time Management, Research, Market Research, Project Planning, Market Planning, Public Speaking, Retail, PowerPoint, Retail Category..., Microsoft Word, Customer Relations, Event Marketing, Planning, Word, Sales
Education
DePaul University 2011 — 2014
Bachelor of Arts (BA), Marketing, Hospitality Management
Hyatt Regency McCormick Place June 2015 - Present
Hyatt Regency McCormick Place May 2014 - June 2015
Union League Club of Chicago November 2013 - March 2014
Hosts Chicago a Hosts Global Alliance Member October 2012 - November 2013
Bar Toma December 2012 - May 2013
Morgan Stanley Wealth Management September 2012 - March 2013
Radian Group June 2012 - August 2012
EDGE Program September 2011 - June 2012
Skills
Event Planning, Customer Service, Public Relations, Negotiation, Marketing Communications, Management, Microsoft Office, Time Management, Research, Market Research, Project Planning, Market Planning, Public Speaking, Retail, PowerPoint, Retail Category..., Microsoft Word, Customer Relations, Event Marketing, Planning, Word, Sales
Education
DePaul University 2011 — 2014
Bachelor of Arts (BA), Marketing, Hospitality Management
Rose Ferraro's Morgan Stanley Wealth Management Experience October 2004 - Present
Job Manager, Sr. Training Specialist
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2004 - Present
Skills
Public Speaking, Microsoft Office, Project Management, SharePoint, Process Improvement, Training, Series 7, Series 66, Life and Health..., Financial Services, Wealth Management, Technology Integration, Asset Allocation, Retirement Planning, Human Resources, Outlook, Microsoft Word, Troubleshooting, Technical Writing, Uniform Combined State..., Program Management, Insurance, Employee Training, Team Building, PowerPoint, Microsoft Excel, E-Learning, Management, Employee Relations, Software Documentation, Change Management, Access, Visio, Leadership Development, Organizational..., Training Delivery, Instructor-led Training, Leadership, Business Analysis
Education
The University of Akron 1977 — 1981
BS, Medical Technology
Cuyahoga Community College 1999 — 2002
Associate, Computer Studies
Morgan Stanley Wealth Management October 2004 - Present
Skills
Public Speaking, Microsoft Office, Project Management, SharePoint, Process Improvement, Training, Series 7, Series 66, Life and Health..., Financial Services, Wealth Management, Technology Integration, Asset Allocation, Retirement Planning, Human Resources, Outlook, Microsoft Word, Troubleshooting, Technical Writing, Uniform Combined State..., Program Management, Insurance, Employee Training, Team Building, PowerPoint, Microsoft Excel, E-Learning, Management, Employee Relations, Software Documentation, Change Management, Access, Visio, Leadership Development, Organizational..., Training Delivery, Instructor-led Training, Leadership, Business Analysis
Education
The University of Akron 1977 — 1981
BS, Medical Technology
Cuyahoga Community College 1999 — 2002
Associate, Computer Studies
Antoinette Y. Robinson Antoinette Y. Robinson's Morgan Stanley Wealth Management Experience December 2011 - Present
Job Senior Operations Specialist at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management December 2011 - Present
HBS INC Financial Services January 2010 - May 2011
RBC Wealth Management November 2008 - October 2009
J.B. Hanauer & Co. October 2000 - November 2008
JB Hanauer & Co. January 1995 - October 2000
Skills
Financial Analysis, Portfolio Management, Investments, Finance, Management, Bloomberg, Accounting, Accounts Payable
Education
Delaware State University 1984 — 1988
BS, Business Adm/Marketing
Professional School of Business 1987 — 1987
Real Estate
Morgan Stanley Wealth Management December 2011 - Present
HBS INC Financial Services January 2010 - May 2011
RBC Wealth Management November 2008 - October 2009
J.B. Hanauer & Co. October 2000 - November 2008
JB Hanauer & Co. January 1995 - October 2000
Skills
Financial Analysis, Portfolio Management, Investments, Finance, Management, Bloomberg, Accounting, Accounts Payable
Education
Delaware State University 1984 — 1988
BS, Business Adm/Marketing
Professional School of Business 1987 — 1987
Real Estate
Andrea Buriusz Andrea Buriusz's Morgan Stanley Wealth Management Experience August 2013 - September 2013
Job IT Recruitment Coordinator at Morgan Stanley
Industry Mental Health Care
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley July 2014 - August 2014
Morgan Stanley Wealth Management August 2013 - September 2013
LogMeIn June 2013 - July 2013
Skills
Human Resources, Volunteering, Volunteer Recruiting, Time Management, Communication, High Level Of Accuracy, SPSS, PeopleSoft, Data Entry, PowerPoint, Data Analysis, Teamwork, English, Public Speaking
Education
University of Durham 2012 — 2015
Psychology
Eötvös József High School 2008 — 2012
Morgan Stanley June 2015 - Present
Morgan Stanley July 2014 - August 2014
Morgan Stanley Wealth Management August 2013 - September 2013
LogMeIn June 2013 - July 2013
Skills
Human Resources, Volunteering, Volunteer Recruiting, Time Management, Communication, High Level Of Accuracy, SPSS, PeopleSoft, Data Entry, PowerPoint, Data Analysis, Teamwork, English, Public Speaking
Education
University of Durham 2012 — 2015
Psychology
Eötvös József High School 2008 — 2012
Will Parker, CFP® Will Parker, CFP®'s Morgan Stanley Wealth Management Experience June 2007 - May 2014
Job Head of Recruiting Training and Development at Morgan Stanley, Vice President
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley Wealth Management June 2007 - May 2014
Morgan Stanley April 2005 - April 2007
Morgan Stanley April 2002 - April 2005
Indonesian National Television Corporation September 1993 - April 1998
Skills
Wealth Management, Series 7, Series 63, Series 65, Asset Allocation, Investment Strategies, Portfolio Management, Alternative Investments, FINRA, Financial Recruiting, Branch Management, Sales Management, Equities, Investments, Uniform Combined State..., Investment Advisory, ETFs, General Aviation, series 3, series 66, series 9, series 10, Hedge Funds, Retirement Planning, Fixed Income, Strategic Financial..., Securities, Agriculture, Organic Farming, Talent Management, Talent Acquisition, Salesforce.com, Training, Coaching, Presentations, Certified Financial..., Financial Services, MBA, 401k Rollovers, 401k, Variable Annuities, Life Insurance, Long Term Care Insurance, Business Development, Onboarding
Education
Durham Business School 1994 — 1998
MBA, Finance, Organizational Development and Entrepreneurship
University of Durham 1988 — 1992
Bachelor of Arts (B.A.), Modern Language and Literature, Distinction in Oral Expression
University of Cambridge Local Examinations Syndicate
Royal Society of Arts - Certificate of Teaching English as a Foreign Language, International House, London
Morgan Stanley June 2014 - Present
Morgan Stanley Wealth Management June 2007 - May 2014
Morgan Stanley April 2005 - April 2007
Morgan Stanley April 2002 - April 2005
Indonesian National Television Corporation September 1993 - April 1998
Skills
Wealth Management, Series 7, Series 63, Series 65, Asset Allocation, Investment Strategies, Portfolio Management, Alternative Investments, FINRA, Financial Recruiting, Branch Management, Sales Management, Equities, Investments, Uniform Combined State..., Investment Advisory, ETFs, General Aviation, series 3, series 66, series 9, series 10, Hedge Funds, Retirement Planning, Fixed Income, Strategic Financial..., Securities, Agriculture, Organic Farming, Talent Management, Talent Acquisition, Salesforce.com, Training, Coaching, Presentations, Certified Financial..., Financial Services, MBA, 401k Rollovers, 401k, Variable Annuities, Life Insurance, Long Term Care Insurance, Business Development, Onboarding
Education
Durham Business School 1994 — 1998
MBA, Finance, Organizational Development and Entrepreneurship
University of Durham 1988 — 1992
Bachelor of Arts (B.A.), Modern Language and Literature, Distinction in Oral Expression
University of Cambridge Local Examinations Syndicate
Royal Society of Arts - Certificate of Teaching English as a Foreign Language, International House, London
Olga Zaika Olga Zaika's Morgan Stanley Wealth Management Experience June 2009 - December 2012
Job Mainframe Developer
Industry Information Technology and Services
Experience
UPS March 2013 - Present
Morgan Stanley Wealth Management June 2009 - December 2012
Citigroup (Smith Barney division) July 1995 - May 2009
Skills
Visio, SQL, Requirements Analysis, Windows, Business Analysis, Unix, SDLC, HTML, Microsoft Office, Java, Microsoft SQL Server, SharePoint, Disaster Recovery, Databases, DB2, Oracle, Data Warehousing, COBOL, PL/SQL, Database Design, Requirements Gathering, Software Project..., ETL
Education
Donetsk National University
Master of Science (MS), Applied Mathematics
UPS March 2013 - Present
Morgan Stanley Wealth Management June 2009 - December 2012
Citigroup (Smith Barney division) July 1995 - May 2009
Skills
Visio, SQL, Requirements Analysis, Windows, Business Analysis, Unix, SDLC, HTML, Microsoft Office, Java, Microsoft SQL Server, SharePoint, Disaster Recovery, Databases, DB2, Oracle, Data Warehousing, COBOL, PL/SQL, Database Design, Requirements Gathering, Software Project..., ETL
Education
Donetsk National University
Master of Science (MS), Applied Mathematics
Eric Zwierzchowski Eric Zwierzchowski's Morgan Stanley Wealth Management Experience January 2013 - May 2014
Job Incoming Financial Services Tax Associate at KPMG
Industry Financial Services
Experience
DePaul Softball September 2011 - June 2015
KPMG US June 2014 - August 2014
Morgan Stanley Wealth Management January 2013 - May 2014
Northville Hills Golf Club August 2009 - September 2012
Skills
Strategic Financial..., Corporate Finance, Coaching, Management, Training, Microsoft Excel, Google Docs, Thompson One, Investments, Market Research, Customer Service, PowerPoint, Analysis, Leadership, Data Analysis, Financial Analysis, Financial Planning, Microsoft Word, Microsoft Office, Public Speaking, Time Management
Education
DePaul University 2011 — 2015
Bachelors of Science; Bachelors of Science, Accounting; Finance, Magna Cum Laude, 3.75 GPA
Northville High School 2007 — 2011
DePaul Softball September 2011 - June 2015
KPMG US June 2014 - August 2014
Morgan Stanley Wealth Management January 2013 - May 2014
Northville Hills Golf Club August 2009 - September 2012
Skills
Strategic Financial..., Corporate Finance, Coaching, Management, Training, Microsoft Excel, Google Docs, Thompson One, Investments, Market Research, Customer Service, PowerPoint, Analysis, Leadership, Data Analysis, Financial Analysis, Financial Planning, Microsoft Word, Microsoft Office, Public Speaking, Time Management
Education
DePaul University 2011 — 2015
Bachelors of Science; Bachelors of Science, Accounting; Finance, Magna Cum Laude, 3.75 GPA
Northville High School 2007 — 2011
Nick Grinups's Morgan Stanley Wealth Management Experience March 2013 - September 2013
Job Account Executive at ASI, Founding Partner at Leading Edge Event Productions, LLC
Industry Marketing and Advertising
Experience
Advertising Specialty Institute July 2015 - Present
Leading Edge Event Productions September 2013 - Present
Mark Group April 2014 - September 2014
Morgan Stanley Wealth Management March 2013 - September 2013
Raymond James Financial Inc. March 2012 - September 2012
Skills
Marketing, Microsoft Excel, Microsoft Word, Customer Service, Financial Analysis, Social Media, Sales, Facebook, Social Media Marketing, Outlook, Social Networking, Event Planning, Research, Training, Leadership, Teamwork, Finance, Market Research, Marketing Strategy, Public Speaking, Time Management, Access, Data Analysis, Microsoft Office, Team Leadership, Strategic Planning, Analysis, Team Building, PowerPoint
Education
Drexel University 2010 — 2015
Bachelor’s Degree, Finance and Marketing
Advertising Specialty Institute July 2015 - Present
Leading Edge Event Productions September 2013 - Present
Mark Group April 2014 - September 2014
Morgan Stanley Wealth Management March 2013 - September 2013
Raymond James Financial Inc. March 2012 - September 2012
Skills
Marketing, Microsoft Excel, Microsoft Word, Customer Service, Financial Analysis, Social Media, Sales, Facebook, Social Media Marketing, Outlook, Social Networking, Event Planning, Research, Training, Leadership, Teamwork, Finance, Market Research, Marketing Strategy, Public Speaking, Time Management, Access, Data Analysis, Microsoft Office, Team Leadership, Strategic Planning, Analysis, Team Building, PowerPoint
Education
Drexel University 2010 — 2015
Bachelor’s Degree, Finance and Marketing
Erica Weiss's Morgan Stanley Wealth Management Experience March 2013 - Present
Job Assistant to the Complex ManagerManaging Director at Morgan Stanley Wealth Management
Industry Capital Markets
Experience
Morgan Stanley Wealth Management March 2013 - Present
Morgan Stanley May 2011 - April 2013
Gelber Group LLC January 2009 - May 2011
Gelber Group LLC October 2004 - December 2008
Skills
Project Management, Management, Team Building, PowerPoint, Microsoft Excel, Databases, Business Strategy, Strategic Planning, FX Options, FX trading, Employee Stock Options, Manage Client..., Financial Markets, Financial Statements, Operations Management, Wealth Management, Trading, Investments
Education
DeVry University 2007 — 2010
Bachelor of Applied Science (B.A.Sc.), Web/Graphic Design
Morgan Stanley Wealth Management March 2013 - Present
Morgan Stanley May 2011 - April 2013
Gelber Group LLC January 2009 - May 2011
Gelber Group LLC October 2004 - December 2008
Skills
Project Management, Management, Team Building, PowerPoint, Microsoft Excel, Databases, Business Strategy, Strategic Planning, FX Options, FX trading, Employee Stock Options, Manage Client..., Financial Markets, Financial Statements, Operations Management, Wealth Management, Trading, Investments
Education
DeVry University 2007 — 2010
Bachelor of Applied Science (B.A.Sc.), Web/Graphic Design
Ashley Wood Wiland Ashley Wood Wiland's Morgan Stanley Wealth Management Experience May 2014 - Present
Job Associate, Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2014 - Present
Hudson's Bay Company November 2013 - March 2014
Saks Fifth Avenue July 2011 - November 2013
McKinsey & Company October 2009 - July 2011
Skills
Strategy, Strategic Communications, Public Speaking, Management Consulting, Executive Facilitation
Education
University of Pennsylvania - The Wharton School 2007 — 2009
Master of Business Administration (MBA), Entrepreneurial Management
Duke University 1999 — 2003
Bachelor of Arts (B.A.), Public Policy
Morgan Stanley Wealth Management May 2014 - Present
Hudson's Bay Company November 2013 - March 2014
Saks Fifth Avenue July 2011 - November 2013
McKinsey & Company October 2009 - July 2011
Skills
Strategy, Strategic Communications, Public Speaking, Management Consulting, Executive Facilitation
Education
University of Pennsylvania - The Wharton School 2007 — 2009
Master of Business Administration (MBA), Entrepreneurial Management
Duke University 1999 — 2003
Bachelor of Arts (B.A.), Public Policy
Pritha Rajouria Pritha Rajouria's Morgan Stanley Wealth Management Experience July 2014 - Present
Job Credit Risk Analyst at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2014 - Present
Manhattanville College May 2012 - Present
Morgan Stanley Wealth Management June 2013 - August 2013
Manhattanville College September 2012 - May 2013
Manhattanville College May 2012 - May 2013
Lincoln Financial Group September 2012 - December 2012
Bee Bee Fitness May 2011 - August 2011
United Nations August 2009 - April 2010
Skills
Economics, Finance, Foreign Affairs, International Relations, International Law, Zumba, Politics, Statistics, International..., Bloomberg, Econometrics, Macroeconomics, Social Media, Spanish, SPSS, Bloomberg Terminal, Research, Analysis, Microsoft Office, PowerPoint, Public Speaking
Education
Manhattanville College 2011 — 2014
Bachelor of Arts (B.A.), Economics
DePauw University 2010 — 2011
Woodstock School 2007 — 2009
Shuvatara School 1996 — 2007
SLC
baber mahal
baber mahal
Morgan Stanley Wealth Management July 2014 - Present
Manhattanville College May 2012 - Present
Morgan Stanley Wealth Management June 2013 - August 2013
Manhattanville College September 2012 - May 2013
Manhattanville College May 2012 - May 2013
Lincoln Financial Group September 2012 - December 2012
Bee Bee Fitness May 2011 - August 2011
United Nations August 2009 - April 2010
Skills
Economics, Finance, Foreign Affairs, International Relations, International Law, Zumba, Politics, Statistics, International..., Bloomberg, Econometrics, Macroeconomics, Social Media, Spanish, SPSS, Bloomberg Terminal, Research, Analysis, Microsoft Office, PowerPoint, Public Speaking
Education
Manhattanville College 2011 — 2014
Bachelor of Arts (B.A.), Economics
DePauw University 2010 — 2011
Woodstock School 2007 — 2009
Shuvatara School 1996 — 2007
SLC
baber mahal
baber mahal
Dominick Reda Dominick Reda's Morgan Stanley Wealth Management Experience 2012 - 2012
Job Analyst at Depfa Bank
Industry Banking
Experience
Depfa Bank August 2013 - Present
Depfa Bank June 2013 - Present
Morgan Stanley Wealth Management 2012 - 2012
Education
Drew University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Depfa Bank August 2013 - Present
Depfa Bank June 2013 - Present
Morgan Stanley Wealth Management 2012 - 2012
Education
Drew University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Kyle Reinhardt Kyle Reinhardt's Morgan Stanley Wealth Management Experience January 2012 - April 2012
Job Regional Sales Consultant at Invesco Ltd.
Industry Investment Management
Experience
Invesco US March 2015 - Present
FMS Wertmanagement Service GmbH April 2014 - March 2015
KLS Professional Advisors, LLC July 2012 - March 2014
Morgan Stanley Wealth Management January 2012 - April 2012
Merrill Lynch June 2011 - August 2011
AlphaWire - Industrial Wire & Cable May 2010 - August 2010
Skills
Financial Modeling, Investments, Bloomberg, Series 65, Series 63, Series 7, Microsoft Excel, Microsoft Office, Microsoft Word, Time Management, Team Leadership, Process Optimization, Strategic Communications, Summit, Financial Analysis, Equities, Portfolio Management
Education
Drew University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Newton High School 2004 — 2008
Invesco US March 2015 - Present
FMS Wertmanagement Service GmbH April 2014 - March 2015
KLS Professional Advisors, LLC July 2012 - March 2014
Morgan Stanley Wealth Management January 2012 - April 2012
Merrill Lynch June 2011 - August 2011
AlphaWire - Industrial Wire & Cable May 2010 - August 2010
Skills
Financial Modeling, Investments, Bloomberg, Series 65, Series 63, Series 7, Microsoft Excel, Microsoft Office, Microsoft Word, Time Management, Team Leadership, Process Optimization, Strategic Communications, Summit, Financial Analysis, Equities, Portfolio Management
Education
Drew University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Newton High School 2004 — 2008
Brian Khoe's Morgan Stanley Wealth Management Experience May 2012 - August 2012
Job Customer Success Engineer at Xamarin
Industry
Experience
Xamarin June 2015 - Present
Xamarin May 2014 - June 2015
Morgan Stanley Wealth Management May 2012 - August 2012
Colfax International June 2010 - August 2010
Skills
Research, Microsoft Excel, Python, PowerPoint, Statistics, Photoshop, Matlab, Financial Analysis, WordPress, Market Research, Java, Public Speaking
Education
Duke University 2011 — 2015
Economics, Computer Science
Delbarton School 2005 — 2011
Xamarin June 2015 - Present
Xamarin May 2014 - June 2015
Morgan Stanley Wealth Management May 2012 - August 2012
Colfax International June 2010 - August 2010
Skills
Research, Microsoft Excel, Python, PowerPoint, Statistics, Photoshop, Matlab, Financial Analysis, WordPress, Market Research, Java, Public Speaking
Education
Duke University 2011 — 2015
Economics, Computer Science
Delbarton School 2005 — 2011
Blake Beebe's Morgan Stanley Wealth Management Experience April 2013 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2013 - Present
Merrill Lynch June 2011 - October 2012
Merrill Lynch January 2011 - April 2011
Gone Greek RMS July 2010 - January 2011
Ruth's Chris Steak House June 2010 - November 2010
The Home Depot January 2010 - August 2010
Huron Distributors Inc. June 2008 - January 2010
7UP/Dr. Pepper Bottling Group January 2007 - June 2008
Skills
Series 7 License, Series 66 License, Life, Accident, and..., Finance, Portfolio Management, Investments, Wealth Management, Fixed Income, Securities, Analysis, Management, Time Management, Sales, Bloomberg Terminal, Outlook, Managed Futures, Customer Service
Education
DePaul University 2008 — 2012
Bachelor of Science - Finance, Finance, General
Morgan Stanley Wealth Management April 2013 - Present
Merrill Lynch June 2011 - October 2012
Merrill Lynch January 2011 - April 2011
Gone Greek RMS July 2010 - January 2011
Ruth's Chris Steak House June 2010 - November 2010
The Home Depot January 2010 - August 2010
Huron Distributors Inc. June 2008 - January 2010
7UP/Dr. Pepper Bottling Group January 2007 - June 2008
Skills
Series 7 License, Series 66 License, Life, Accident, and..., Finance, Portfolio Management, Investments, Wealth Management, Fixed Income, Securities, Analysis, Management, Time Management, Sales, Bloomberg Terminal, Outlook, Managed Futures, Customer Service
Education
DePaul University 2008 — 2012
Bachelor of Science - Finance, Finance, General
Thomas Thornton Thomas Thornton's Morgan Stanley Wealth Management Experience March 2009 - October 2014
Job Financial Services Advisory
Industry Financial Services
Experience
EY November 2014 - Present
Morgan Stanley Wealth Management March 2009 - October 2014
Morgan Stanley December 2004 - March 2009
Skills
Series 7, Derivatives, Equities, Hedge Funds, Securities, Capital Markets, Program Management, Funding, Prime Brokerage
Education
Drexel University - College of Business and Administration
MBA - Finance
University of Delaware - Lerner College of Business and Economics
BA-Econ
EY November 2014 - Present
Morgan Stanley Wealth Management March 2009 - October 2014
Morgan Stanley December 2004 - March 2009
Skills
Series 7, Derivatives, Equities, Hedge Funds, Securities, Capital Markets, Program Management, Funding, Prime Brokerage
Education
Drexel University - College of Business and Administration
MBA - Finance
University of Delaware - Lerner College of Business and Economics
BA-Econ
Sandra Sergiyenko's Morgan Stanley Wealth Management Experience December 2012 - July 2014
Job Client Service Associate at Graystone Consulting a business of Morgan Stanley
Industry Marketing and Advertising
Experience
Graystone Consulting- a business of Morgan Stanley July 2014 - Present
Morgan Stanley Wealth Management December 2012 - July 2014
Ram Restaurant & Brewery August 2011 - May 2013
Sid Feldman Legacy Fund of DePaul University October 2012 - November 2012
Sachs Recreation Center May 2009 - August 2011
Skills
Youth Leadership, Outstanding Customer..., Problem Solving, Customer Service, Sales, Leadership, Hospitality, Research, Social Media Marketing, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Marketing Strategy, Team-oriented, Teamwork, Team Building, Social Media, Competitive Analysis, Social Networking, Management, Marketing, Advertising
Education
DePaul University 2010 — 2013
Bachelor of Science (B.S.), Standard Marketing
Graystone Consulting- a business of Morgan Stanley July 2014 - Present
Morgan Stanley Wealth Management December 2012 - July 2014
Ram Restaurant & Brewery August 2011 - May 2013
Sid Feldman Legacy Fund of DePaul University October 2012 - November 2012
Sachs Recreation Center May 2009 - August 2011
Skills
Youth Leadership, Outstanding Customer..., Problem Solving, Customer Service, Sales, Leadership, Hospitality, Research, Social Media Marketing, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Marketing Strategy, Team-oriented, Teamwork, Team Building, Social Media, Competitive Analysis, Social Networking, Management, Marketing, Advertising
Education
DePaul University 2010 — 2013
Bachelor of Science (B.S.), Standard Marketing
Alex Plonsker's Morgan Stanley Wealth Management Experience September 2014 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2014 - Present
J.P. Morgan Capital May 2015 - August 2015
Strategic Racing LLC September 2014 - July 2015
Wrapports, LLC May 2014 - August 2014
Binswanger June 2013 - August 2013
Skills
Financial Analysis, Financial Modeling, LBO, Valuation, Mergers & Acquisitions, ThomsonOne, Asset Allocation, Bloomberg
Education
DePaul University 2014 — 2017
Accounting and Finance
Indiana University Bloomington 2013 — 2014
Accounting and Finance
Morgan Stanley Wealth Management September 2014 - Present
J.P. Morgan Capital May 2015 - August 2015
Strategic Racing LLC September 2014 - July 2015
Wrapports, LLC May 2014 - August 2014
Binswanger June 2013 - August 2013
Skills
Financial Analysis, Financial Modeling, LBO, Valuation, Mergers & Acquisitions, ThomsonOne, Asset Allocation, Bloomberg
Education
DePaul University 2014 — 2017
Accounting and Finance
Indiana University Bloomington 2013 — 2014
Accounting and Finance
Scott Rahn Scott Rahn's Morgan Stanley Wealth Management Experience August 2001 - June 2007
Job President Wealth Advisor at Rahn Wealth Management, LLC
Industry Financial Services
Experience
Rahn Wealth Management, LLC February 2014 - Present
US Bancorp Investments, Inc. February 2011 - February 2014
Wells Fargo Advisors June 2007 - February 2011
Morgan Stanley Wealth Management August 2001 - June 2007
Bank of America June 1995 - August 2001
APEX Financial Group January 1989 - June 1995
Skills
Wealth Management, Estate Planning, Insurance, Strategic Financial..., Executive Benefit..., Income Distribution, Retirement Planning, Wealth, Financial Advisory, Securities, FINRA, Strategy
Education
Eastern Washington University 1987 — 1989
Bachelor of Arts (B.A.), Finance & Marketing
Walla Walla Community College 1986 — 1987
Associate's Degree, Associate of Arts
DeSales High School 1982 — 1985
High School
Rahn Wealth Management, LLC February 2014 - Present
US Bancorp Investments, Inc. February 2011 - February 2014
Wells Fargo Advisors June 2007 - February 2011
Morgan Stanley Wealth Management August 2001 - June 2007
Bank of America June 1995 - August 2001
APEX Financial Group January 1989 - June 1995
Skills
Wealth Management, Estate Planning, Insurance, Strategic Financial..., Executive Benefit..., Income Distribution, Retirement Planning, Wealth, Financial Advisory, Securities, FINRA, Strategy
Education
Eastern Washington University 1987 — 1989
Bachelor of Arts (B.A.), Finance & Marketing
Walla Walla Community College 1986 — 1987
Associate's Degree, Associate of Arts
DeSales High School 1982 — 1985
High School
Deborah Slaughter Deborah Slaughter's Morgan Stanley Wealth Management Experience March 2011 - Present
Job CIC Rep at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2011 - Present
Lexington Law Firm January 2011 - March 2011
Convergys July 2010 - January 2011
American Express November 2006 - June 2007
Hillcrest Care Center November 2005 - November 2006
Discover Financial Services May 2005 - November 2005
Skills
Finance, Financial Services, Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Team Leadership, Call Centers, Management, Health Insurance, Call Center, Quicken, Turbo Tax, Windows 7, Outlook, H&R Block At Home, Technical Support, Windows 8, Banking Services, Sales, Collections, Insurance, Credit, Leadership, Team Management
Education
Salt Lake Community College 2005 — 2006
Psychology
Dixie State University 2004 — 2005
Psychology
Morgan Stanley Wealth Management March 2011 - Present
Lexington Law Firm January 2011 - March 2011
Convergys July 2010 - January 2011
American Express November 2006 - June 2007
Hillcrest Care Center November 2005 - November 2006
Discover Financial Services May 2005 - November 2005
Skills
Finance, Financial Services, Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Team Leadership, Call Centers, Management, Health Insurance, Call Center, Quicken, Turbo Tax, Windows 7, Outlook, H&R Block At Home, Technical Support, Windows 8, Banking Services, Sales, Collections, Insurance, Credit, Leadership, Team Management
Education
Salt Lake Community College 2005 — 2006
Psychology
Dixie State University 2004 — 2005
Psychology
Rishbha Jain's Morgan Stanley Wealth Management Experience July 2012 - August 2012
Job
Industry Financial Services
Experience
Best Western June 2010 - Present
Microtel Inn and Suites April 2009 - Present
Morgan Stanley Wealth Management July 2012 - August 2012
Kumon Math and Reading Center March 2008 - July 2008
Skills
Shazam, Microsoft Excel, Solver, PowerPoint, Microsoft Word, Customer Service, Social Media Marketing, Marketing, Human Resource Planning
Education
UC Davis 2011 — 2013
Bachelors of Science, Managerial Economics
Cosumnes River College 2010 — 2011
Completed transferable units for an Managerial Economics Degree at UC Davis
Best Western June 2010 - Present
Microtel Inn and Suites April 2009 - Present
Morgan Stanley Wealth Management July 2012 - August 2012
Kumon Math and Reading Center March 2008 - July 2008
Skills
Shazam, Microsoft Excel, Solver, PowerPoint, Microsoft Word, Customer Service, Social Media Marketing, Marketing, Human Resource Planning
Education
UC Davis 2011 — 2013
Bachelors of Science, Managerial Economics
Cosumnes River College 2010 — 2011
Completed transferable units for an Managerial Economics Degree at UC Davis
Eric Smith Eric Smith's Morgan Stanley Wealth Management Experience December 2012 - February 2013
Job Open to new career opportunities. Finance, Sports, Mgmt. & Property Service experience.
Industry Sports
Experience
BNY Mellon February 2015 - Present
BNY Mellon October 2014 - February 2015
The Pittsburgh Foundation June 2014 - September 2014
Crown Castle April 2014 - May 2014
Morgan Stanley Wealth Management December 2012 - February 2013
PNC Financial Services Group December 2005 - December 2012
Oxford Development Company 2004 - 2004
ISS Facility Services A/S (formerly CPS) 2002 - 2004
Skills
Customer Relations, Customer Service, Budgeting, Financial Analysis, Budgets, Public Speaking, Finance, Analysis, Sales, Strategic Planning, Entrepreneurship, Project Management, Marketing, Business Planning, Corporate Finance, Derivatives, Microsoft Excel, Training, Management, Accounting, Mutual Funds, Project Planning, Leadership, Facebook, Social Networking, Event Planning, Social Media Marketing, Banking, Investments, Financial Risk, Risk Management, Trading, Financial Advisory, Portfolio Management, Financial Modeling, Valuation, Asset Allocation, Small Business, Strategy, Foreign Exchange, Data Analysis, Insurance, Relationship Management, Business Development, Capital Markets, Coaching, Financial Services, Strategic Financial..., Securities
Education
Duquesne University
Bachelor of Business Administration (B.B.A.), Finance
BNY Mellon February 2015 - Present
BNY Mellon October 2014 - February 2015
The Pittsburgh Foundation June 2014 - September 2014
Crown Castle April 2014 - May 2014
Morgan Stanley Wealth Management December 2012 - February 2013
PNC Financial Services Group December 2005 - December 2012
Oxford Development Company 2004 - 2004
ISS Facility Services A/S (formerly CPS) 2002 - 2004
Skills
Customer Relations, Customer Service, Budgeting, Financial Analysis, Budgets, Public Speaking, Finance, Analysis, Sales, Strategic Planning, Entrepreneurship, Project Management, Marketing, Business Planning, Corporate Finance, Derivatives, Microsoft Excel, Training, Management, Accounting, Mutual Funds, Project Planning, Leadership, Facebook, Social Networking, Event Planning, Social Media Marketing, Banking, Investments, Financial Risk, Risk Management, Trading, Financial Advisory, Portfolio Management, Financial Modeling, Valuation, Asset Allocation, Small Business, Strategy, Foreign Exchange, Data Analysis, Insurance, Relationship Management, Business Development, Capital Markets, Coaching, Financial Services, Strategic Financial..., Securities
Education
Duquesne University
Bachelor of Business Administration (B.B.A.), Finance
Alex Georgelos's Morgan Stanley Wealth Management Experience May 2014 - Present
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2014 - Present
Georgelo Pizza - Chicago, Inc. January 2008 - Present
Sidley Austin LLP June 2013 - August 2013
DePaul University September 2012 - June 2013
Meadowbrook Manor September 2011 - December 2012
National Honor Society December 2011 - June 2012
Family Services November 2011 - June 2012
Skills
Sales Promotion, Health Promotion, Sports Nutrition, Public Speaking, Public Relations, Microsoft Excel, Financial Statements, Microsoft Word, PowerPoint, Financial Analysis, Financial Reporting, Financial Markets, Microsoft Publisher, Microsoft Office, Leadership, Customer Service, Social Media, Teamwork
Education
DePaul University 2012 — 2016
Bachelor of Science (BS), Finance
Morgan Stanley Wealth Management May 2014 - Present
Georgelo Pizza - Chicago, Inc. January 2008 - Present
Sidley Austin LLP June 2013 - August 2013
DePaul University September 2012 - June 2013
Meadowbrook Manor September 2011 - December 2012
National Honor Society December 2011 - June 2012
Family Services November 2011 - June 2012
Skills
Sales Promotion, Health Promotion, Sports Nutrition, Public Speaking, Public Relations, Microsoft Excel, Financial Statements, Microsoft Word, PowerPoint, Financial Analysis, Financial Reporting, Financial Markets, Microsoft Publisher, Microsoft Office, Leadership, Customer Service, Social Media, Teamwork
Education
DePaul University 2012 — 2016
Bachelor of Science (BS), Finance
Carolynn Crawford's Morgan Stanley Wealth Management Experience June 2005 - August 2007
Job Client Associate & Resident Director's Assistant at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2007 - Present
Morgan Stanley Wealth Management June 2005 - August 2007
Skills
Sales
Education
Denison University 1979 — 1983
Bachelor of Arts (B.A.)
Merrill Lynch August 2007 - Present
Morgan Stanley Wealth Management June 2005 - August 2007
Skills
Sales
Education
Denison University 1979 — 1983
Bachelor of Arts (B.A.)
Jordan Cook Jordan Cook's Morgan Stanley Wealth Management Experience May 2014 - August 2014
Job Brown Advisory Investment Management Summer Analyst
Industry Investment Management
Experience
Brown Advisory June 2015 - August 2015
Morgan Stanley Wealth Management May 2014 - August 2014
Skills
French, Spanish, Finance, Statistics, Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel, Social Media, Microsoft Word, Research, Data Analysis, Event Planning, Leadership
Education
Duke University 2012 — 2016
Bachelor of Arts, Psychology (AB)
Duke University 2012 — 2016
Psychology, Markets and Management Certificate, Economics minor
Brown Advisory June 2015 - August 2015
Morgan Stanley Wealth Management May 2014 - August 2014
Skills
French, Spanish, Finance, Statistics, Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel, Social Media, Microsoft Word, Research, Data Analysis, Event Planning, Leadership
Education
Duke University 2012 — 2016
Bachelor of Arts, Psychology (AB)
Duke University 2012 — 2016
Psychology, Markets and Management Certificate, Economics minor
Anthony J. Muccio Anthony J. Muccio's Morgan Stanley Wealth Management Experience 2011 - 2013
Job Procurement Analyst at Pfizer
Industry Management Consulting
Experience
Pfizer February 2015 - Present
SupplyLogic January 2014 - January 2015
Morgan Stanley Wealth Management 2011 - 2013
JVKellyGroup, Inc. 2010 - 2013
Gap Inc. 2003 - 2009
Skills
Microsoft SQL Server, Microsoft Office, Microsoft Excel, Blackberry, Network Administration, Spend Analysis, Trend Analysis, Management, Team Leadership, Ad Hoc Reporting, Databases, Website Development, Graphic Design, Adobe Creative Suite, SharePoint, Visual Basic, Apple OS, Invoice Processing, Presentations, Troubleshooting, Sales, Networking, Advertising, Budgets, Project Management, PowerPoint, Strategy, Training, Analysis, Leadership
Education
Örebro University 2010 — 2010
Swedish Language and Literature
East Carolina University - College of Business 2005 — 2009
Bachelor of Science (BS), Business Administration Management Information Systems
Pfizer February 2015 - Present
SupplyLogic January 2014 - January 2015
Morgan Stanley Wealth Management 2011 - 2013
JVKellyGroup, Inc. 2010 - 2013
Gap Inc. 2003 - 2009
Skills
Microsoft SQL Server, Microsoft Office, Microsoft Excel, Blackberry, Network Administration, Spend Analysis, Trend Analysis, Management, Team Leadership, Ad Hoc Reporting, Databases, Website Development, Graphic Design, Adobe Creative Suite, SharePoint, Visual Basic, Apple OS, Invoice Processing, Presentations, Troubleshooting, Sales, Networking, Advertising, Budgets, Project Management, PowerPoint, Strategy, Training, Analysis, Leadership
Education
Örebro University 2010 — 2010
Swedish Language and Literature
East Carolina University - College of Business 2005 — 2009
Bachelor of Science (BS), Business Administration Management Information Systems
Joseph Scott, MBA, Author's Morgan Stanley Wealth Management Experience October 1997 - January 2000
Job Portfolio AdvisorPIA: Global Wealth & Investment Management
Industry Financial Services
Experience
Merrill Lynch November 2013 - Present
United Launch Alliance (ULA) August 2009 - January 2014
United Launch Alliance (ULA) January 2007 - January 2014
Wells Fargo Securities April 2005 - January 2007
Wells Fargo February 2001 - April 2005
Wells Fargo Advisors January 2000 - February 2001
Morgan Stanley Wealth Management October 1997 - January 2000
US Army January 1991 - December 1995
Education
University of Wisconsin
Master of Business Administration (MBA), Organizational Management & Finance
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), Econometrics and Quantitative Economics
Defense Language Institute 1995 — 1996
Spanish, Spanish Language and Literature
Defense Language Institute 1991 — 1991
German, German Language and Literature, 3.8
Merrill Lynch November 2013 - Present
United Launch Alliance (ULA) August 2009 - January 2014
United Launch Alliance (ULA) January 2007 - January 2014
Wells Fargo Securities April 2005 - January 2007
Wells Fargo February 2001 - April 2005
Wells Fargo Advisors January 2000 - February 2001
Morgan Stanley Wealth Management October 1997 - January 2000
US Army January 1991 - December 1995
Education
University of Wisconsin
Master of Business Administration (MBA), Organizational Management & Finance
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), Econometrics and Quantitative Economics
Defense Language Institute 1995 — 1996
Spanish, Spanish Language and Literature
Defense Language Institute 1991 — 1991
German, German Language and Literature, 3.8
Vicky Lynn Love's Morgan Stanley Wealth Management Experience September 2013 - September 2014
Job Peak Performance Coach | Independent Radio Hostess | Inspirational Speaker | Accountability Partner
Industry Professional Training & Coaching
Experience
Love Enterprises Coaching & Consulting Services / Gotta Love Life Radio June 2013 - Present
Morgan Stanley Wealth Management September 2013 - September 2014
Top Notch Business Consulting July 2008 - July 2013
Skills
The Art of Servitude &..., Administrative Office..., People Service~Training, Organizational..., Inspirational Speaking, Basic Web Design, Personal Development..., Professional..., Personal Development, Motivational Speaking, Radio Host, Radio Promotions, Radio Producing, Emcee, Radio, Adobe Audition, Storytelling, Voice Over, Radio Advertising, Broadcast, Social Media, Acting, Marketing, Radio Broadcasting, Social Networking, Customer Service, Event Planning, Public Speaking, Public Relations, Team Building, Event Management, Management, Coaching, Strategic Planning, Leadership, Training
Education
DeVry University-Ohio 1999 — 2003
Bachelors of Science, Business Administration, Management and Operations
Love Enterprises Coaching & Consulting Services / Gotta Love Life Radio June 2013 - Present
Morgan Stanley Wealth Management September 2013 - September 2014
Top Notch Business Consulting July 2008 - July 2013
Skills
The Art of Servitude &..., Administrative Office..., People Service~Training, Organizational..., Inspirational Speaking, Basic Web Design, Personal Development..., Professional..., Personal Development, Motivational Speaking, Radio Host, Radio Promotions, Radio Producing, Emcee, Radio, Adobe Audition, Storytelling, Voice Over, Radio Advertising, Broadcast, Social Media, Acting, Marketing, Radio Broadcasting, Social Networking, Customer Service, Event Planning, Public Speaking, Public Relations, Team Building, Event Management, Management, Coaching, Strategic Planning, Leadership, Training
Education
DeVry University-Ohio 1999 — 2003
Bachelors of Science, Business Administration, Management and Operations
Drew Greenstein Drew Greenstein's Morgan Stanley Wealth Management Experience January 2013 - May 2013
Job Account Specialist | Ad Operations
Industry Marketing and Advertising
Experience
DataXu July 2015 - Present
TJX March 2014 - July 2015
Fastenal March 2012 - March 2014
Hill Holliday June 2013 - August 2013
Morgan Stanley Wealth Management January 2013 - May 2013
Skills
Time Management, Teamwork, Microsoft Office, Morningstar, SAP, Lotus Notes, Customer Service, Project Management, MBOX, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Public Speaking, Research, Windows, English, Work Groups, Media Beacon
Education
Framingham State University 2011 — 2013
Bachelor of Business Administration (BBA), Marketing
Dean College 2011 — 2011
Business Courses
UMass Lowell 2008 — 2010
DataXu July 2015 - Present
TJX March 2014 - July 2015
Fastenal March 2012 - March 2014
Hill Holliday June 2013 - August 2013
Morgan Stanley Wealth Management January 2013 - May 2013
Skills
Time Management, Teamwork, Microsoft Office, Morningstar, SAP, Lotus Notes, Customer Service, Project Management, MBOX, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Public Speaking, Research, Windows, English, Work Groups, Media Beacon
Education
Framingham State University 2011 — 2013
Bachelor of Business Administration (BBA), Marketing
Dean College 2011 — 2011
Business Courses
UMass Lowell 2008 — 2010
Sam Paolini's Morgan Stanley Wealth Management Experience June 2012 - February 2014
Job Financial Advisor at Empire Wealth Strategies
Industry Financial Services
Experience
Empire Wealth Strategies December 2014 - Present
Strategies for Wealth May 2014 - December 2014
Morgan Stanley Wealth Management June 2012 - February 2014
Sportsideo October 2011 - June 2012
Ainsworth Game Technology December 2010 - June 2011
AC Coin & Slot October 2008 - November 2010
Wynn Las Vegas June 2006 - March 2008
Skills
Sports, Coaching, Marketing Strategy, Management, Marketing, Strategic Planning, Customer Service, Sales, Social Media, Fundraising, Team Building, New Business Development, Social Media Marketing, Project Management, Event Planning, Athletics, Advertising, Event Management, Financial Analysis, Team Leadership, Online Marketing, Organizational...
Education
Cornell University 1999 — 2003
BS, Applied Economic Management
Choate Rosemary Hall 1996 — 1999
High School
Empire Wealth Strategies December 2014 - Present
Strategies for Wealth May 2014 - December 2014
Morgan Stanley Wealth Management June 2012 - February 2014
Sportsideo October 2011 - June 2012
Ainsworth Game Technology December 2010 - June 2011
AC Coin & Slot October 2008 - November 2010
Wynn Las Vegas June 2006 - March 2008
Skills
Sports, Coaching, Marketing Strategy, Management, Marketing, Strategic Planning, Customer Service, Sales, Social Media, Fundraising, Team Building, New Business Development, Social Media Marketing, Project Management, Event Planning, Athletics, Advertising, Event Management, Financial Analysis, Team Leadership, Online Marketing, Organizational...
Education
Cornell University 1999 — 2003
BS, Applied Economic Management
Choate Rosemary Hall 1996 — 1999
High School
Alex Kohn Alex Kohn's Morgan Stanley Wealth Management Experience July 1999 - November 2008
Job Senior Vice President, Wealth Management UBS Financial Services, Inc. Financial Advisor
Industry Financial Services
Experience
UBS Financial Services, Inc. November 2008 - Present
Morgan Stanley Wealth Management July 1999 - November 2008
Education
Duke University 1995 — 1999
Bachelor's degree
NYU 2003 — 2003
School of Continuing Professional Studies
UBS Financial Services, Inc. November 2008 - Present
Morgan Stanley Wealth Management July 1999 - November 2008
Education
Duke University 1995 — 1999
Bachelor's degree
NYU 2003 — 2003
School of Continuing Professional Studies
Paulina Merchut's Morgan Stanley Wealth Management Experience July 2013 - April 2015
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley April 2015 - Present
Morgan Stanley Wealth Management July 2013 - April 2015
Russo Power Equipment January 2009 - January 2013
Skills
Microsoft Office, Customer Service, Data Entry, Accounts Payable, Invoicing, Spreadsheets
Education
Dominican University 2009 — 2013
Bachelor of Arts in International Business with a Concentration in Spanish, Bachelor of Science in Business Administration with a Concentration in Finance, 3.85
Morgan Stanley April 2015 - Present
Morgan Stanley Wealth Management July 2013 - April 2015
Russo Power Equipment January 2009 - January 2013
Skills
Microsoft Office, Customer Service, Data Entry, Accounts Payable, Invoicing, Spreadsheets
Education
Dominican University 2009 — 2013
Bachelor of Arts in International Business with a Concentration in Spanish, Bachelor of Science in Business Administration with a Concentration in Finance, 3.85
Harry E. Ward Harry E. Ward's Morgan Stanley Wealth Management Experience September 1986 - May 2005
Job Director of Business Development at Milner, Inc.
Industry Financial Services
Experience
Milner, Inc. July 2015 - Present
World Financial Group (WFG) January 2015 - July 2015
Keystone Wealth Management October 2010 - January 2015
Legacy Trust & Estate, LLC January 2008 - October 2010
Dominick & Dominick, LLC February 2007 - January 2008
UBS Financial Services May 2005 - February 2007
Morgan Stanley Wealth Management September 1986 - May 2005
Houston Oilers May 1986 - September 1986
Skills
New Business Development, B2B, Sales, Rainmaker, Solution Selling, Leadership, Investment Management, Sales Management, Private Banking, Strategy, Risk Management, Economics, CRM, Wealth Preservation
Education
Duke University 1982 — 1986
B.A, Economics
Milner, Inc. July 2015 - Present
World Financial Group (WFG) January 2015 - July 2015
Keystone Wealth Management October 2010 - January 2015
Legacy Trust & Estate, LLC January 2008 - October 2010
Dominick & Dominick, LLC February 2007 - January 2008
UBS Financial Services May 2005 - February 2007
Morgan Stanley Wealth Management September 1986 - May 2005
Houston Oilers May 1986 - September 1986
Skills
New Business Development, B2B, Sales, Rainmaker, Solution Selling, Leadership, Investment Management, Sales Management, Private Banking, Strategy, Risk Management, Economics, CRM, Wealth Preservation
Education
Duke University 1982 — 1986
B.A, Economics
Douglas Birnie's Morgan Stanley Wealth Management Experience June 1995 - March 2004
Job Financial Advisor, First Vice President Investments, Certified Divorce Financial Analyst (CDFA) at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2009 - Present
Bank of America Private Bank March 2004 - March 2009
Morgan Stanley Wealth Management June 1995 - March 2004
Skills
Investment Advisory, Certified Divorce..., Financial Analysis, Qualified Domestic..., Wealth Accumulation..., Investment Policy..., Investment Strategies, Multi-generational..., Financial Services, Risk Management, Insurance, Long Term Care Insurance, Estate Planning, Cash Management, Series 7, Series 63
Education
Cornell University 1981 — 1985
Bachelor of Science (B.S.)
Northfield Mount Hermon 1980 — 1981
Daniel Hand High School 1977 — 1980
Wells Fargo Advisors March 2009 - Present
Bank of America Private Bank March 2004 - March 2009
Morgan Stanley Wealth Management June 1995 - March 2004
Skills
Investment Advisory, Certified Divorce..., Financial Analysis, Qualified Domestic..., Wealth Accumulation..., Investment Policy..., Investment Strategies, Multi-generational..., Financial Services, Risk Management, Insurance, Long Term Care Insurance, Estate Planning, Cash Management, Series 7, Series 63
Education
Cornell University 1981 — 1985
Bachelor of Science (B.S.)
Northfield Mount Hermon 1980 — 1981
Daniel Hand High School 1977 — 1980
Latasha Marshall Latasha Marshall's Morgan Stanley Wealth Management Experience January 2014 - Present
Job Senior Financial Service Professional at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2014 - Present
Capital City Jaguars Youth Sports Associations June 1999 - Present
H&R Block December 2008 - April 2014
OHIONET January 2002 - March 2011
Bank One October 1995 - January 2002
Skills
Customer Service, Management, Time Management, Invoicing, Software Documentation, Accounting, Finance, Databases, Insurance, Human Resources, Training, Access, Budgets, Leadership, Internal Audit, Banking, System Administration
Education
DeVry Institute of Technology 1995 — 1999
BA, Business Administration
Morgan Stanley Wealth Management January 2014 - Present
Capital City Jaguars Youth Sports Associations June 1999 - Present
H&R Block December 2008 - April 2014
OHIONET January 2002 - March 2011
Bank One October 1995 - January 2002
Skills
Customer Service, Management, Time Management, Invoicing, Software Documentation, Accounting, Finance, Databases, Insurance, Human Resources, Training, Access, Budgets, Leadership, Internal Audit, Banking, System Administration
Education
DeVry Institute of Technology 1995 — 1999
BA, Business Administration
William Gaffney William Gaffney's Morgan Stanley Wealth Management Experience May 2014 - August 2014
Job Intern at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2014 - August 2014
Acura of Wappingers Falls November 2010 - May 2014
Casperkill Country Club August 2006 - November 2012
Skills
Inventory Management, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Strategic Planning, Customer Retention, Automotive, Marketing, Profit, Forecasting, Operations Management
Education
Florida SouthWestern State College
Business Administration and Management, General
Dutchess Community College
Business Administration Transfer
Dutchess Community College 2009 — 2011
Criminal Justice/Law Enforcement Administration
Spackenkill High School 2005 — 2009
Regents Diploma
Morgan Stanley Wealth Management May 2014 - August 2014
Acura of Wappingers Falls November 2010 - May 2014
Casperkill Country Club August 2006 - November 2012
Skills
Inventory Management, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Strategic Planning, Customer Retention, Automotive, Marketing, Profit, Forecasting, Operations Management
Education
Florida SouthWestern State College
Business Administration and Management, General
Dutchess Community College
Business Administration Transfer
Dutchess Community College 2009 — 2011
Criminal Justice/Law Enforcement Administration
Spackenkill High School 2005 — 2009
Regents Diploma
Jared Hanchon Jared Hanchon's Morgan Stanley Wealth Management Experience December 2012 - January 2013
Job Tax Analyst at Jackson National Asset Management, LLC
Industry Accounting
Experience
Jackson National Asset Management, LLC July 2013 - November 2014
Morgan Stanley Wealth Management December 2012 - January 2013
Bronson Methodist Hospital August 2009 - August 2011
Culvers April 2008 - July 2009
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Time Management, Data Analysis, Inventory Management, Leadership, Data Entry
Education
DePaul University 2011 — 2014
Accounting, Accounting
Mattawan High School 2005 — 2009
Jackson National Asset Management, LLC July 2013 - November 2014
Morgan Stanley Wealth Management December 2012 - January 2013
Bronson Methodist Hospital August 2009 - August 2011
Culvers April 2008 - July 2009
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Time Management, Data Analysis, Inventory Management, Leadership, Data Entry
Education
DePaul University 2011 — 2014
Accounting, Accounting
Mattawan High School 2005 — 2009
Stephanie Zwade Stephanie Zwade's Morgan Stanley Wealth Management Experience June 2012 - February 2013
Job
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. February 2013 - Present
Morgan Stanley Wealth Management June 2012 - February 2013
Education
Nova Southeastern University 2008 — 2009
Master of Business Administration (MBA)
East Carolina University 1996 — 2000
Bachelor of Science (BS)
JPMorgan Chase Bank, N.A. February 2013 - Present
Morgan Stanley Wealth Management June 2012 - February 2013
Education
Nova Southeastern University 2008 — 2009
Master of Business Administration (MBA)
East Carolina University 1996 — 2000
Bachelor of Science (BS)
Michael Whelden's Morgan Stanley Wealth Management Experience 2012 - 2013
Job Racing Driver and Instructor
Industry Automotive
Experience
Simraceway Performance Driving Center April 2014 - Present
World Speed Incorporated February 2012 - Present
Morgan Stanley Wealth Management 2012 - 2013
Cass Marina June 2008 - August 2008
Skills
PowerPoint, Microsoft Office, Financial Modeling, Microsoft Excel, Financial Analysis, Racing, Automobile, Research, Motorsports, Sailing, Marketing Strategy, Leadership, Social Media, Networking, Automotive
Education
Eckerd College 2007 — 2011
Bachelor of Arts (B.A.), Business Administration and Management, General
Stevenson School 2003 — 2007
High School Diploma
Simraceway Performance Driving Center April 2014 - Present
World Speed Incorporated February 2012 - Present
Morgan Stanley Wealth Management 2012 - 2013
Cass Marina June 2008 - August 2008
Skills
PowerPoint, Microsoft Office, Financial Modeling, Microsoft Excel, Financial Analysis, Racing, Automobile, Research, Motorsports, Sailing, Marketing Strategy, Leadership, Social Media, Networking, Automotive
Education
Eckerd College 2007 — 2011
Bachelor of Arts (B.A.), Business Administration and Management, General
Stevenson School 2003 — 2007
High School Diploma
Patrick Katz Patrick Katz's Morgan Stanley Wealth Management Experience January 2002 - November 2009
Job Senior Executive Director Strategic Business Development at IBM
Industry Financial Services
Experience
IBM Global Process Services January 2010 - Present
Morgan Stanley Wealth Management January 2002 - November 2009
Citigroup, Global Wealth Management February 1998 - November 2001
Citi January 1995 - January 1998
Skills
Cloud Computing, Sales Management, Production Managment, Outsourcing Management, Negotiation, Team Management, Wealth Management, Financial Reporting, Business Analytics, Strategic Planning
Education
Cornell University
Bachelor's degree, Business, Management, Marketing, and Related Support Services
IBM Global Process Services January 2010 - Present
Morgan Stanley Wealth Management January 2002 - November 2009
Citigroup, Global Wealth Management February 1998 - November 2001
Citi January 1995 - January 1998
Skills
Cloud Computing, Sales Management, Production Managment, Outsourcing Management, Negotiation, Team Management, Wealth Management, Financial Reporting, Business Analytics, Strategic Planning
Education
Cornell University
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Jordan Wallens Jordan Wallens's Morgan Stanley Wealth Management Experience January 2014 - June 2015
Job Sr. Business Development Officer at Boston Private Wealth LLC
Industry Capital Markets
Experience
Boston Private Wealth LLC June 2015 - Present
Morgan Stanley Wealth Management January 2014 - June 2015
Goldman Sachs January 2010 - June 2012
Capital Group September 1997 - May 2007
Polytechnic School August 1996 - December 1997
SportsGunner January 1994 - January 1997
BNP Paribas June 1994 - August 1996
Skills
Client Development, Business Strategy, Presentations, Competitive Analysis, Start-ups, Product Marketing, Marketing Strategy, Strategic Planning, Portfolio Management, Trading, Equities, Digital Media, Marketing, Options, Executive Management, Forecasting, Leadership, Investments, Management, Investment Management, Strategy, New Business Development, Valuation, Financial Modeling, Venture Capital, Sales, Series 7, Mergers & Acquisitions, Alternative Investments, Private Equity, Series 63
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Executive MBA, Strategy, Entrepreneurship, Financial Services, 2014
Cornell University 1990 — 1994
BA, English, Economics
Polytechnic School 1986 — 1990
College Prep, Liberal Arts and Sciences, General Studies and Humanities
Boston Private Wealth LLC June 2015 - Present
Morgan Stanley Wealth Management January 2014 - June 2015
Goldman Sachs January 2010 - June 2012
Capital Group September 1997 - May 2007
Polytechnic School August 1996 - December 1997
SportsGunner January 1994 - January 1997
BNP Paribas June 1994 - August 1996
Skills
Client Development, Business Strategy, Presentations, Competitive Analysis, Start-ups, Product Marketing, Marketing Strategy, Strategic Planning, Portfolio Management, Trading, Equities, Digital Media, Marketing, Options, Executive Management, Forecasting, Leadership, Investments, Management, Investment Management, Strategy, New Business Development, Valuation, Financial Modeling, Venture Capital, Sales, Series 7, Mergers & Acquisitions, Alternative Investments, Private Equity, Series 63
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Executive MBA, Strategy, Entrepreneurship, Financial Services, 2014
Cornell University 1990 — 1994
BA, English, Economics
Polytechnic School 1986 — 1990
College Prep, Liberal Arts and Sciences, General Studies and Humanities
Michael J. Livingston Michael J. Livingston's Morgan Stanley Wealth Management Experience March 2012 - June 2012
Job Managing Partner at CrossFit Luminary
Industry Financial Services
Experience
CrossFit Luminary July 2013 - Present
8th Day Gym CrossFit October 2012 - Present
Morgan Stanley Wealth Management March 2012 - June 2012
Farmers Insurance January 2010 - March 2012
Farmers Insurance January 2010 - February 2011
Louis Benton August 2007 - February 2010
Skills
Insurance, Life Insurance, Retirement Planning, Financial Planners, Long-term Care, 529 Plans, Variable Annuities, Retirement, 401k Rollovers, Property & Casualty..., IRAs, Roth IRA, Outside Sales, Setting Appointments, Cold Calling Experience, Face to Face Sales, Sales Presentation..., Gaining Commitment, District Management, Marketing Research, District Sales..., Territory..., Key Account..., Social Media Marketing, Account Management, Sales, Wealth Management, Investments, Business Development, Investment Strategies, General Insurance, Customer Service, Underwriting, Management, Social Media, Social Skills, Account Management..., Marketing, Motivated self-starter, CrossFit, Fitness Consulting, Fitness Instruction, Sports Nutrition, Physical Therapy, Wellness Coaching, Holistic Health, Health Education, Weight Loss Coaching, Strength & Conditioning
Education
Davenport University 2007 — 2009
Bachelor of Business Administration (B.B.A.), Finance / Accounting
Grand Rapids Community College 2005 — 2007
Associate of Arts (A.A.), Business Administration and Management, General
CrossFit Luminary July 2013 - Present
8th Day Gym CrossFit October 2012 - Present
Morgan Stanley Wealth Management March 2012 - June 2012
Farmers Insurance January 2010 - March 2012
Farmers Insurance January 2010 - February 2011
Louis Benton August 2007 - February 2010
Skills
Insurance, Life Insurance, Retirement Planning, Financial Planners, Long-term Care, 529 Plans, Variable Annuities, Retirement, 401k Rollovers, Property & Casualty..., IRAs, Roth IRA, Outside Sales, Setting Appointments, Cold Calling Experience, Face to Face Sales, Sales Presentation..., Gaining Commitment, District Management, Marketing Research, District Sales..., Territory..., Key Account..., Social Media Marketing, Account Management, Sales, Wealth Management, Investments, Business Development, Investment Strategies, General Insurance, Customer Service, Underwriting, Management, Social Media, Social Skills, Account Management..., Marketing, Motivated self-starter, CrossFit, Fitness Consulting, Fitness Instruction, Sports Nutrition, Physical Therapy, Wellness Coaching, Holistic Health, Health Education, Weight Loss Coaching, Strength & Conditioning
Education
Davenport University 2007 — 2009
Bachelor of Business Administration (B.B.A.), Finance / Accounting
Grand Rapids Community College 2005 — 2007
Associate of Arts (A.A.), Business Administration and Management, General
Josh Huffard Josh Huffard's Morgan Stanley Wealth Management Experience June 1991 - December 1991
Job Principal at Douglass Winthrop Advisors LLC
Industry Financial Services
Experience
Douglass Winthrop Advisors LLC January 2013 - Present
Consor Capital LLC January 2002 - December 2012
Pink Zulu Labs, Inc. June 2011 - July 2012
Safe Harbor Foods September 2009 - June 2011
Sterling Payot Company September 1994 - January 2001
Donaldson, Lufkin & Jenrette August 1992 - June 1994
Morgan Stanley Wealth Management June 1991 - December 1991
Education
Yale University 1987 — 1992
BA, American Studies
National Outdoor Leadership School (NOLS) 1990 — 1990
Semester Program - Patagonia, Chile
Deerfield Academy 1984 — 1987
Douglass Winthrop Advisors LLC January 2013 - Present
Consor Capital LLC January 2002 - December 2012
Pink Zulu Labs, Inc. June 2011 - July 2012
Safe Harbor Foods September 2009 - June 2011
Sterling Payot Company September 1994 - January 2001
Donaldson, Lufkin & Jenrette August 1992 - June 1994
Morgan Stanley Wealth Management June 1991 - December 1991
Education
Yale University 1987 — 1992
BA, American Studies
National Outdoor Leadership School (NOLS) 1990 — 1990
Semester Program - Patagonia, Chile
Deerfield Academy 1984 — 1987
Keith Bolles Keith Bolles's Morgan Stanley Wealth Management Experience January 2013 - February 2013
Job Vice President of Operations at Saybrook Country Barn
Industry Retail
Experience
Saybrook Country Barn March 2014 - Present
Newbridge Capital Management August 2013 - March 2014
Hoddinott Consulting February 2013 - April 2013
Morgan Stanley Wealth Management January 2013 - February 2013
vineyard vines June 2012 - August 2012
Skills
Retail, Logistics, Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Microsoft Word, Research, Spanish, Facebook, Public Speaking, Event Planning, Financial Analysis, Market Research, Social Networking
Education
Dickinson College 2008 — 2012
Bachelor of Arts (B.A.), Economics
The Hopkins School 2004 — 2008
Saybrook Country Barn March 2014 - Present
Newbridge Capital Management August 2013 - March 2014
Hoddinott Consulting February 2013 - April 2013
Morgan Stanley Wealth Management January 2013 - February 2013
vineyard vines June 2012 - August 2012
Skills
Retail, Logistics, Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Microsoft Word, Research, Spanish, Facebook, Public Speaking, Event Planning, Financial Analysis, Market Research, Social Networking
Education
Dickinson College 2008 — 2012
Bachelor of Arts (B.A.), Economics
The Hopkins School 2004 — 2008
Carmen I Santiago's Morgan Stanley Wealth Management Experience July 2013 - October 2014
Job at
Industry Financial Services
Experience
Morgan Stanley October 2014 - June 2015
Morgan Stanley Wealth Management July 2013 - October 2014
Morgan Stanley January 2012 - July 2013
Morgan Stanley August 2011 - January 2012
Nomura Corporate Research and Asset Management Inc November 2010 - April 2011
Soleil Securities Corporations June 2007 - July 2010
GOLDMAN, SACHS & CO May 2003 - May 2007
Pershing LLC July 2000 - May 2003
Sheraton New York and Towers June 1999 - July 2000
United States Environmental Protection Agency January 1993 - January 1999
Skills
Fidessa, Mainframe, Microsoft Office, Typing, Copying, Answering Phones, Clerical Duties, Self Management, Detail Orientation, General Office Duties, Middle Office, Settlement, Prime Brokerage, Account Reconciliation, Bloomberg, Trading Systems, Cash Management, Bloomberg Terminal, DTC, Securities Lending, FX Options, Customer Service, Risk Management, Banking, Financial Services, Back Office, Operational Risk, Fixed Income, Telephone Skills, Equities, Office Management, Clerical Work, Corporate Actions, Mutual Funds, Bonds, Trading, Financial Risk, Securities, Emerging Markets, Hedge Funds, Derivatives, Management, Finance, Capital Markets, Microsoft Excel, Options, Analysis, Financial Analysis, Investment Banking, Asset Management
Education
Nyack Christian College School of Business and Leadership 2013 — 2014
Master’s Degree, Organization Leadership
CUNY New York City College of Technology 1994 — 1999
Bachelor's degree, Hospitality Administration/Management
Morgan Stanley October 2014 - June 2015
Morgan Stanley Wealth Management July 2013 - October 2014
Morgan Stanley January 2012 - July 2013
Morgan Stanley August 2011 - January 2012
Nomura Corporate Research and Asset Management Inc November 2010 - April 2011
Soleil Securities Corporations June 2007 - July 2010
GOLDMAN, SACHS & CO May 2003 - May 2007
Pershing LLC July 2000 - May 2003
Sheraton New York and Towers June 1999 - July 2000
United States Environmental Protection Agency January 1993 - January 1999
Skills
Fidessa, Mainframe, Microsoft Office, Typing, Copying, Answering Phones, Clerical Duties, Self Management, Detail Orientation, General Office Duties, Middle Office, Settlement, Prime Brokerage, Account Reconciliation, Bloomberg, Trading Systems, Cash Management, Bloomberg Terminal, DTC, Securities Lending, FX Options, Customer Service, Risk Management, Banking, Financial Services, Back Office, Operational Risk, Fixed Income, Telephone Skills, Equities, Office Management, Clerical Work, Corporate Actions, Mutual Funds, Bonds, Trading, Financial Risk, Securities, Emerging Markets, Hedge Funds, Derivatives, Management, Finance, Capital Markets, Microsoft Excel, Options, Analysis, Financial Analysis, Investment Banking, Asset Management
Education
Nyack Christian College School of Business and Leadership 2013 — 2014
Master’s Degree, Organization Leadership
CUNY New York City College of Technology 1994 — 1999
Bachelor's degree, Hospitality Administration/Management
Steve Daw Steve Daw's Morgan Stanley Wealth Management Experience June 2012 - May 2013
Job Contemporary Worship Director at Centenary United Methodist Church
Industry Government Administration
Experience
Centenary United Methodist Church February 2012 - Present
Morgan Stanley Wealth Management June 2012 - May 2013
NiSource September 2010 - January 2011
Ohio Job and Family Services (Bureau of State Hearings) January 2010 - March 2010
Education Sales Management October 2006 - September 2009
Self Employed January 2001 - October 2006
Cimetric Commerce October 1999 - January 2001
Skills
Westlaw, Training, PowerPoint, Legal Writing, Microsoft Word, Recruiting, Customer Service, Lexis, Public Speaking, Microsoft Office, Access, Litigation, Microsoft Excel
Education
Columbus State Community College 2008 — 2011
Associate of Arts and Sciences (AAS), Paralegal Studies
Duquesne University 1984 — 1986
Music Performance, Classical Guitar
Potomac State College 1982 — 1984
Associate of Arts, Music
Centenary United Methodist Church February 2012 - Present
Morgan Stanley Wealth Management June 2012 - May 2013
NiSource September 2010 - January 2011
Ohio Job and Family Services (Bureau of State Hearings) January 2010 - March 2010
Education Sales Management October 2006 - September 2009
Self Employed January 2001 - October 2006
Cimetric Commerce October 1999 - January 2001
Skills
Westlaw, Training, PowerPoint, Legal Writing, Microsoft Word, Recruiting, Customer Service, Lexis, Public Speaking, Microsoft Office, Access, Litigation, Microsoft Excel
Education
Columbus State Community College 2008 — 2011
Associate of Arts and Sciences (AAS), Paralegal Studies
Duquesne University 1984 — 1986
Music Performance, Classical Guitar
Potomac State College 1982 — 1984
Associate of Arts, Music
Holly Matthews's Morgan Stanley Wealth Management Experience May 2013 - June 2015
Job ....
Industry Financial Services
Experience
Carrington Mortgage Services, Mortgage Lending Division June 2015 - Present
Morgan Stanley Wealth Management May 2013 - June 2015
Titanium Real Estate LLC. June 2010 - January 2013
Shel Rentals LLC August 2007 - September 2010
Skills
Leases, Real Estate Development, Investments, Real Estate, Investment Properties, Customer Service, Negotiation, Sales, Microsoft Office, Strategic Planning, Mortgage Lending, Loans
Education
Eastern Kentucky University 1993 — 1995
Public Relations/Image Management
Carrington Mortgage Services, Mortgage Lending Division June 2015 - Present
Morgan Stanley Wealth Management May 2013 - June 2015
Titanium Real Estate LLC. June 2010 - January 2013
Shel Rentals LLC August 2007 - September 2010
Skills
Leases, Real Estate Development, Investments, Real Estate, Investment Properties, Customer Service, Negotiation, Sales, Microsoft Office, Strategic Planning, Mortgage Lending, Loans
Education
Eastern Kentucky University 1993 — 1995
Public Relations/Image Management
Dani Mulliner Dani Mulliner's Morgan Stanley Wealth Management Experience August 2014 - July 2015
Job Stockbroker at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Investment Management Consultants July 2015 - Present
Morgan Stanley Wealth Management August 2014 - July 2015
Skills
ETFs, Bonds, Retirement, Options, Fixed Income, Wealth, Investments, 401k, 401k Rollovers, Trading, Equity Trading, Bloomberg, Roth IRA, Stocks, Mutual Funds, Series 7, Securities
Education
Dixie State University
Investment Management Consultants July 2015 - Present
Morgan Stanley Wealth Management August 2014 - July 2015
Skills
ETFs, Bonds, Retirement, Options, Fixed Income, Wealth, Investments, 401k, 401k Rollovers, Trading, Equity Trading, Bloomberg, Roth IRA, Stocks, Mutual Funds, Series 7, Securities
Education
Dixie State University
Anne Marie Davidson Anne Marie Davidson's Morgan Stanley Wealth Management Experience January 2013 - Present
Job Executive Director PM trading at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2013 - Present
Morgan Stanley Smith Barney February 2012 - January 2013
Citi January 1996 - February 2012
Salomon Smith Barney October 1991 - January 1996
Skills
Equities, Securities, Equity Trading, ETFs, Trading, Capital Markets, Investments, Wealth Management, Separately Managed..., Unified Managed Accounts, equity sales trading, retail trading, Retail, Managed Money, Middle Office
Education
DeSales University 1987 — 1991
BA, Theater
Morgan Stanley Wealth Management January 2013 - Present
Morgan Stanley Smith Barney February 2012 - January 2013
Citi January 1996 - February 2012
Salomon Smith Barney October 1991 - January 1996
Skills
Equities, Securities, Equity Trading, ETFs, Trading, Capital Markets, Investments, Wealth Management, Separately Managed..., Unified Managed Accounts, equity sales trading, retail trading, Retail, Managed Money, Middle Office
Education
DeSales University 1987 — 1991
BA, Theater
John Zangari's Morgan Stanley Wealth Management Experience July 2002 - December 2012
Job Financial Advisor, Managing Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2013 - Present
Ameriprise Financial Services, Inc. November 2012 - Present
Morgan Stanley Wealth Management July 2002 - December 2012
Bank of America, Merrill Lynch December 1991 - July 2002
Smith Barney 1988 - 1992
Deloitte 1983 - 1988
Education
Drexel University 1979 — 1984
Bachelor of Applied Science (BASc), Accounting and Finance
Ameriprise Financial Services, Inc. 2013 - Present
Ameriprise Financial Services, Inc. November 2012 - Present
Morgan Stanley Wealth Management July 2002 - December 2012
Bank of America, Merrill Lynch December 1991 - July 2002
Smith Barney 1988 - 1992
Deloitte 1983 - 1988
Education
Drexel University 1979 — 1984
Bachelor of Applied Science (BASc), Accounting and Finance
Ben Willey's Morgan Stanley Wealth Management Experience November 2013 - Present
Job Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2013 - Present
Merrill Lynch October 2012 - October 2013
Taylor, Brown, and Company November 2011 - October 2012
Guidant Financial Group December 2011 - July 2012
Wells Fargo Bank April 2008 - May 2011
Wells Fargo Financial December 2004 - April 2008
Wing Luke Museum of the Asian Pacific American Experience 2003 - 2005
Wing Luke Museum of the Asian Pacific American Experience 2003 - 2005
Wing Luke Museum of the Asian Pacific American Experience 2003 - 2005
Skills
Social Security, Mortgage Lending, Management, Sales, Sales Management, Start-ups, Wealth Management, Banking, Credit, Loans, Account Management, Insurance, Change Management, Recruiting, Business Planning, Salesforce.com, Sales Operations, Direct Sales, Inside Sales, Public Speaking, Sales Presentations, Written & Oral..., Event Management, Employee Management, Training & Development, Spanish (speaking,..., Culture Change, Loan Orgination, Presentation Coaching, Emerging Leadership, Relationship Management, Time Management, CRM, Training
Education
Eastern Washington University 1998 — 2001
Master of Science
Eastern Washington University 1993 — 1998
Bachelor of Arts
Morgan Stanley Wealth Management November 2013 - Present
Merrill Lynch October 2012 - October 2013
Taylor, Brown, and Company November 2011 - October 2012
Guidant Financial Group December 2011 - July 2012
Wells Fargo Bank April 2008 - May 2011
Wells Fargo Financial December 2004 - April 2008
Wing Luke Museum of the Asian Pacific American Experience 2003 - 2005
Wing Luke Museum of the Asian Pacific American Experience 2003 - 2005
Wing Luke Museum of the Asian Pacific American Experience 2003 - 2005
Skills
Social Security, Mortgage Lending, Management, Sales, Sales Management, Start-ups, Wealth Management, Banking, Credit, Loans, Account Management, Insurance, Change Management, Recruiting, Business Planning, Salesforce.com, Sales Operations, Direct Sales, Inside Sales, Public Speaking, Sales Presentations, Written & Oral..., Event Management, Employee Management, Training & Development, Spanish (speaking,..., Culture Change, Loan Orgination, Presentation Coaching, Emerging Leadership, Relationship Management, Time Management, CRM, Training
Education
Eastern Washington University 1998 — 2001
Master of Science
Eastern Washington University 1993 — 1998
Bachelor of Arts
Tom Hodgson's Morgan Stanley Wealth Management Experience August 2013 - Present
Job Financial Planning Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2013 - Present
Morgan Stanley Wealth Management June 2012 - August 2013
Westchester Capital Management, Inc. May 2011 - May 2012
Skills
Wealth Management, Economics, Technology, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, English, Leadership, Portfolio Management, Innovation, Entrepreneurship, Intellectual Property, Microsoft Office
Education
Creighton University 2009 — 2013
Bachelor of Science Business Administration, Economics, Magna Cum Laude
Morgan Stanley Wealth Management August 2013 - Present
Morgan Stanley Wealth Management June 2012 - August 2013
Westchester Capital Management, Inc. May 2011 - May 2012
Skills
Wealth Management, Economics, Technology, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, English, Leadership, Portfolio Management, Innovation, Entrepreneurship, Intellectual Property, Microsoft Office
Education
Creighton University 2009 — 2013
Bachelor of Science Business Administration, Economics, Magna Cum Laude
Owen Zukovich Owen Zukovich's Morgan Stanley Wealth Management Experience June 2014 - Present
Job Registered Client Service Associate
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2014 - Present
Atlantic College Planning February 2014 - June 2014
The GMS Group August 2013 - February 2014
Right Blend Investing, LLC June 2012 - August 2013
Skills
Microsoft Office, Equities, Economics, Statistics, Political Science, Data Analysis, Policy Analysis, Qualitative Research, Event Planning, Economic Research, Asset Management, Fixed Income, Microsoft Word, PowerPoint, Public Speaking
Education
Drew University 2010 — 2013
Bachelor's degree, Economics
West Morris Mendham High School
Morgan Stanley Wealth Management June 2014 - Present
Atlantic College Planning February 2014 - June 2014
The GMS Group August 2013 - February 2014
Right Blend Investing, LLC June 2012 - August 2013
Skills
Microsoft Office, Equities, Economics, Statistics, Political Science, Data Analysis, Policy Analysis, Qualitative Research, Event Planning, Economic Research, Asset Management, Fixed Income, Microsoft Word, PowerPoint, Public Speaking
Education
Drew University 2010 — 2013
Bachelor's degree, Economics
West Morris Mendham High School
Devin Dougherty Devin Dougherty's Morgan Stanley Wealth Management Experience July 2005 - March 2007
Job Product Manager, AVP at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group April 2007 - Present
Morgan Stanley Wealth Management July 2005 - March 2007
Skills
FactSet, Morningstar Direct, PSN, Coates Analytics, Lipper, SimFund, Microsoft Excel, Microsoft Office, Equities, Marketing
Education
Drexel University - College of Business and Administration 2011 — 2014
Master of Business Administration (MBA), Finance, General
Wharton School of Business 2008 — 2009
Certificate, Finance & Accounting
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
Bachelor of Arts (B.A.), Psychology & Criminal Justice
Delaware Investments, a member of the Macquarie Group April 2007 - Present
Morgan Stanley Wealth Management July 2005 - March 2007
Skills
FactSet, Morningstar Direct, PSN, Coates Analytics, Lipper, SimFund, Microsoft Excel, Microsoft Office, Equities, Marketing
Education
Drexel University - College of Business and Administration 2011 — 2014
Master of Business Administration (MBA), Finance, General
Wharton School of Business 2008 — 2009
Certificate, Finance & Accounting
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
Bachelor of Arts (B.A.), Psychology & Criminal Justice
Corbin Blackwell's Morgan Stanley Wealth Management Experience October 2013 - Present
Job Registered Associate
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2013 - Present
Confidential July 2013 - October 2013
Phillips Realty Capital June 2012 - August 2012
Cupron, Inc. June 2010 - August 2010
Skills
Microsoft Excel, Event Planning, PowerPoint, Social Media, Microsoft Office, Facebook, Microsoft Word, Public Speaking, Social Media Marketing, Research, Customer Service
Education
Denison University 2009 — 2013
Bachelor of Arts (BA), Economics
St. Catherine's School
Morgan Stanley Wealth Management October 2013 - Present
Confidential July 2013 - October 2013
Phillips Realty Capital June 2012 - August 2012
Cupron, Inc. June 2010 - August 2010
Skills
Microsoft Excel, Event Planning, PowerPoint, Social Media, Microsoft Office, Facebook, Microsoft Word, Public Speaking, Social Media Marketing, Research, Customer Service
Education
Denison University 2009 — 2013
Bachelor of Arts (BA), Economics
St. Catherine's School
Nicholas Canan Nicholas Canan's Morgan Stanley Wealth Management Experience September 2012 - December 2012
Job Junior Portfolio Manager of Fixed Income Products at FMSSG
Industry Capital Markets
Experience
Drew University October 2012 - June 2013
Drew Rugby Football Club January 2011 - June 2013
Morgan Stanley Wealth Management September 2012 - December 2012
Brooks Instrument May 2011 - August 2011
Paul Phillips Eye and Surgery Center April 2008 - October 2008
Hunterdon Medical Center January 2007 - January 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Microsoft Word, Bloomberg Terminal, Intex
Education
Drew University 2009 — 2013
Business Studies, Economics
Hunterdon Central 2002 — 2006
Drew University October 2012 - June 2013
Drew Rugby Football Club January 2011 - June 2013
Morgan Stanley Wealth Management September 2012 - December 2012
Brooks Instrument May 2011 - August 2011
Paul Phillips Eye and Surgery Center April 2008 - October 2008
Hunterdon Medical Center January 2007 - January 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Microsoft Word, Bloomberg Terminal, Intex
Education
Drew University 2009 — 2013
Business Studies, Economics
Hunterdon Central 2002 — 2006
Sonia Graham-Downer Sonia Graham-Downer's Morgan Stanley Wealth Management Experience November 2012 - Present
Job Director at Morgan Stanley Private Bank National Association
Industry Banking
Experience
Morgan Stanley Private Bank National Association July 2014 - Present
Morgan Stanley Wealth Management November 2012 - Present
Bank of America May 2011 - November 2012
Morgan Stanley January 2005 - October 2010
JPMorgan Chase December 1998 - December 2004
Skills
Legal Research, Legal Compliance, FINRA, Financial Risk, Drafting Agreements, AML, KYC, Series 7, Securities, Insurance, Mutual Funds, Securities Regulation, Financial Advisory, Negotiation, Client Money, UK Financial Services..., Ownership and Control..., Global Cash Management, eBanking, Global Cards, Manage Client..., Financial Institutions, Shell Banks, Cash Management, Anti Money Laundering
Education
CUNY New York City College of Technology
Bachelor of Science (BSc), Law & Paralegal Studies ABA Approved
New York Career Institute
Associate of Science (A.S.), Paralegal Studies
Morgan Stanley Private Bank National Association July 2014 - Present
Morgan Stanley Wealth Management November 2012 - Present
Bank of America May 2011 - November 2012
Morgan Stanley January 2005 - October 2010
JPMorgan Chase December 1998 - December 2004
Skills
Legal Research, Legal Compliance, FINRA, Financial Risk, Drafting Agreements, AML, KYC, Series 7, Securities, Insurance, Mutual Funds, Securities Regulation, Financial Advisory, Negotiation, Client Money, UK Financial Services..., Ownership and Control..., Global Cash Management, eBanking, Global Cards, Manage Client..., Financial Institutions, Shell Banks, Cash Management, Anti Money Laundering
Education
CUNY New York City College of Technology
Bachelor of Science (BSc), Law & Paralegal Studies ABA Approved
New York Career Institute
Associate of Science (A.S.), Paralegal Studies
Jill Zahara Shudrowitz Jill Zahara Shudrowitz's Morgan Stanley Wealth Management Experience August 1998 - Present
Job Assistant Complex Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 1998 - Present
Skills
Series 7, Series 63, Series 65, Series 31, Series 9, Series 10, Wealth Management, Investment Strategies, Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2005
MBA, Leadership Change Management
Morgan Stanley Wealth Management August 1998 - Present
Skills
Series 7, Series 63, Series 65, Series 31, Series 9, Series 10, Wealth Management, Investment Strategies, Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2005
MBA, Leadership Change Management
Yusef Z. Windham Yusef Z. Windham's Morgan Stanley Wealth Management Experience August 2014 - Present
Job Vice President at Morgan Stanley Wealth Management
Industry Law Practice
Experience
Morgan Stanley Wealth Management August 2014 - Present
EdisonLearning March 2014 - August 2014
Hughes Hubbard & Reed LLP October 2008 - May 2013
Accenture 2003 - 2004
Connexn Technologies 2002 - 2003
The Family Learning Center 1999 - 2002
The Family Learning Center 1997 - 1999
Casey Middle School 1995 - 1997
City Year 1994 - 1995
Boulder Valley School District June 1993 - August 1993
Skills
Corporate Governance, Securities, Mergers & Acquisitions, Private Equity, Mergers, Restructuring, Legal Research, Research, Investment Management, Corporate Finance, Corporate Law, Analysis, Legal Writing, Financial Services
Education
Duke University School of Law 2005 — 2008
Juris Doctor, Law
University of Colorado at Boulder 1995 — 1999
Bachelor of Arts, Spanish Literature
Instituto Tecnológico y de Estudios Superiores de Monterrey 1996 — 1997
Phillips Exeter Acacdemy 1990 — 1993
Morgan Stanley Wealth Management August 2014 - Present
EdisonLearning March 2014 - August 2014
Hughes Hubbard & Reed LLP October 2008 - May 2013
Accenture 2003 - 2004
Connexn Technologies 2002 - 2003
The Family Learning Center 1999 - 2002
The Family Learning Center 1997 - 1999
Casey Middle School 1995 - 1997
City Year 1994 - 1995
Boulder Valley School District June 1993 - August 1993
Skills
Corporate Governance, Securities, Mergers & Acquisitions, Private Equity, Mergers, Restructuring, Legal Research, Research, Investment Management, Corporate Finance, Corporate Law, Analysis, Legal Writing, Financial Services
Education
Duke University School of Law 2005 — 2008
Juris Doctor, Law
University of Colorado at Boulder 1995 — 1999
Bachelor of Arts, Spanish Literature
Instituto Tecnológico y de Estudios Superiores de Monterrey 1996 — 1997
Phillips Exeter Acacdemy 1990 — 1993
Luana Pietrantoni's Morgan Stanley Wealth Management Experience September 2013 - 2013
Job Disponible pour un nouveau poste PCO
Industry Information Technology and Services
Experience
Bell 2013 - 2015
Morgan Stanley Wealth Management September 2013 - 2013
BNC National Bank November 2011 - August 2012
IBM April 2010 - November 2011
CGI 1999 - 2009
CGI, Montreal 1995 - 2009
Skills
PMP, PMO, Management, IT Management, Project Management, Project Delivery, Team Leadership, Project Planning, MS Project, Disaster Recovery, Change Management, IT Strategy, DES, Infrastructure, IT Service Management, Analysis
Education
Dawson College 1971 — 1974
Certificate
Father Mac
Bell 2013 - 2015
Morgan Stanley Wealth Management September 2013 - 2013
BNC National Bank November 2011 - August 2012
IBM April 2010 - November 2011
CGI 1999 - 2009
CGI, Montreal 1995 - 2009
Skills
PMP, PMO, Management, IT Management, Project Management, Project Delivery, Team Leadership, Project Planning, MS Project, Disaster Recovery, Change Management, IT Strategy, DES, Infrastructure, IT Service Management, Analysis
Education
Dawson College 1971 — 1974
Certificate
Father Mac
Jake Terhune Jake Terhune's Morgan Stanley Wealth Management Experience February 2014 - November 2014
Job Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2014 - November 2014
SoundBoard Angel Fund September 2013 - January 2014
Novartis June 2013 - August 2013
benefEx benefit consulting May 2012 - May 2013
Bill Terhune Quality House Painting June 2010 - December 2011
Stop & Shop October 2008 - June 2010
Skills
Investments, Customer Service, Analysis, Strategic Planning, Auditing, Microsoft Office, Situational Leadership, Organizational Vision, Accountability, Insurance, Microsoft Excel, Accounting, Portfolio Management
Education
Fairleigh Dickinson University-College at Florham 2013 — 2014
Bachelor's degree, Finance, 3.7
County College of Morris 2010 — 2012
Associate of Science (A.S.), Business Administration and Management, General, 3.4
Morristown Highschool 2006 — 2010
Morgan Stanley Wealth Management February 2014 - November 2014
SoundBoard Angel Fund September 2013 - January 2014
Novartis June 2013 - August 2013
benefEx benefit consulting May 2012 - May 2013
Bill Terhune Quality House Painting June 2010 - December 2011
Stop & Shop October 2008 - June 2010
Skills
Investments, Customer Service, Analysis, Strategic Planning, Auditing, Microsoft Office, Situational Leadership, Organizational Vision, Accountability, Insurance, Microsoft Excel, Accounting, Portfolio Management
Education
Fairleigh Dickinson University-College at Florham 2013 — 2014
Bachelor's degree, Finance, 3.7
County College of Morris 2010 — 2012
Associate of Science (A.S.), Business Administration and Management, General, 3.4
Morristown Highschool 2006 — 2010
Eric Ott's Morgan Stanley Wealth Management Experience January 2012 - April 2014
Job Owner at Ott Holdings LLC
Industry Real Estate
Experience
Ott Holdings LLC 2014 - Present
Morgan Stanley Wealth Management January 2012 - April 2014
Glory Sports International August 2013 - March 2014
CompuBox Inc. January 2007 - January 2012
Municipal Land Survey 1999 - 2011
Skills
Strategic Financial..., Corporate Retirement..., Wealth Management, Finance, Strategy, Series 7, Retirement Planning, Retirement, Estate Planning, Asset Allocation, Investments, Investment Advisory, Fixed Annuities, Mutual Funds, Securities, Portfolio Management, Asset Management, Alternative Investments
Education
Dowling College 2010 — 2012
MBA Banking and Corporate Finance
Saint Joseph's College 2001 — 2005
BA History and Education
Longwood High School
Ott Holdings LLC 2014 - Present
Morgan Stanley Wealth Management January 2012 - April 2014
Glory Sports International August 2013 - March 2014
CompuBox Inc. January 2007 - January 2012
Municipal Land Survey 1999 - 2011
Skills
Strategic Financial..., Corporate Retirement..., Wealth Management, Finance, Strategy, Series 7, Retirement Planning, Retirement, Estate Planning, Asset Allocation, Investments, Investment Advisory, Fixed Annuities, Mutual Funds, Securities, Portfolio Management, Asset Management, Alternative Investments
Education
Dowling College 2010 — 2012
MBA Banking and Corporate Finance
Saint Joseph's College 2001 — 2005
BA History and Education
Longwood High School
Huy Ha's Morgan Stanley Wealth Management Experience October 2012 - Present
Job Data Integrity Group at BlackRock
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2012 - Present
BlackRock September 2011 - March 2012
ACE Group September 2010 - March 2011
Skills
Bloomberg Terminal, Equities, Fixed Income, Risk Management, SQL, Unix, Charles River IMS, Security APL, Citrix
Education
Drexel University - College of Business and Administration 2010 — 2012
BS, Finance
Drexel University - College of Business and Administration 2010 — 2012
Bachelor of Science (BS), Accounting and Finance
Morgan Stanley Wealth Management October 2012 - Present
BlackRock September 2011 - March 2012
ACE Group September 2010 - March 2011
Skills
Bloomberg Terminal, Equities, Fixed Income, Risk Management, SQL, Unix, Charles River IMS, Security APL, Citrix
Education
Drexel University - College of Business and Administration 2010 — 2012
BS, Finance
Drexel University - College of Business and Administration 2010 — 2012
Bachelor of Science (BS), Accounting and Finance
Brooke Lowery Brooke Lowery's Morgan Stanley Wealth Management Experience August 2009 - Present
Job Financial Planning Associate/ The Lowery Shelton Group at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2009 - Present
Education
Eastern Washington University
Morgan Stanley Wealth Management August 2009 - Present
Education
Eastern Washington University
Maria Ortiz Garcia Maria Ortiz Garcia's Morgan Stanley Wealth Management Experience May 2010 - Present
Job Client Service Associates at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2010 - Present
Cross Country Healthcare June 2006 - May 2010
North Broward Preparatory School August 2005 - July 2006
JM Family Enterprises August 2003 - July 2005
Citi September 1991 - August 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching
Education
CUNY New York City College of Technology 1987 — 1994
Associate's degree, Marketing/Marketing Management, General
Morgan Stanley Wealth Management May 2010 - Present
Cross Country Healthcare June 2006 - May 2010
North Broward Preparatory School August 2005 - July 2006
JM Family Enterprises August 2003 - July 2005
Citi September 1991 - August 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching
Education
CUNY New York City College of Technology 1987 — 1994
Associate's degree, Marketing/Marketing Management, General
Kyle Krumwiede Kyle Krumwiede's Morgan Stanley Wealth Management Experience 2012 - 2012
Job Franchise Development Director at Red Roof Inn
Industry Hospitality
Experience
Red Roof Inn June 2013 - Present
Morgan Stanley Wealth Management 2012 - 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Teamwork, Public Speaking, Event Planning, Leadership, Social Media, Strategic Planning, Marketing, Event Management, Sales, Management, Retail, Business Strategy
Education
University of Missouri-Columbia
Bachelor of Business Administration (BBA), Business Management, and Hospitality Management
Czech University of Life Sciences Prague
International Business
Red Roof Inn June 2013 - Present
Morgan Stanley Wealth Management 2012 - 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Teamwork, Public Speaking, Event Planning, Leadership, Social Media, Strategic Planning, Marketing, Event Management, Sales, Management, Retail, Business Strategy
Education
University of Missouri-Columbia
Bachelor of Business Administration (BBA), Business Management, and Hospitality Management
Czech University of Life Sciences Prague
International Business
Amanda J. Gunter Amanda J. Gunter's Morgan Stanley Wealth Management Experience April 2014 - July 2015
Job Strategic Accounts at Panaya
Industry Computer Software
Experience
Panaya July 2015 - Present
Morgan Stanley Wealth Management April 2014 - July 2015
Dogs 4 Disabled Veterans April 2014 - June 2015
Calabrio, Inc August 2012 - April 2014
Verint July 2010 - July 2012
Calabrio January 2008 - July 2010
NICE Systems July 1999 - January 2008
Comverse Technology January 1997 - June 1999
Siemens 1995 - 1997
Skills
Professional Services, Strategic Partnerships, Customer Service, Business Strategy, Speech Analytics, Sales Operations, Software Quality..., Cross-functional Team..., Vendor Management, Fitness, Go-to-market Strategy, Call Centers, Integration, Strategic Planning, Telecommunications, Consulting, Product Management, Program Management, Solution Selling, SaaS, Business Development, Sales, Enterprise Software, Cloud Computing, Strategy, Sales Process
Education
Dowling College 2000 — 2003
MBA, Masters Business Administration
Long Island University, C.W. Post Campus 2000 — 2003
BS, Business Management
New Hampton School
Villanova University
Six Sigma Green Belt and Black Belt Certification
Panaya July 2015 - Present
Morgan Stanley Wealth Management April 2014 - July 2015
Dogs 4 Disabled Veterans April 2014 - June 2015
Calabrio, Inc August 2012 - April 2014
Verint July 2010 - July 2012
Calabrio January 2008 - July 2010
NICE Systems July 1999 - January 2008
Comverse Technology January 1997 - June 1999
Siemens 1995 - 1997
Skills
Professional Services, Strategic Partnerships, Customer Service, Business Strategy, Speech Analytics, Sales Operations, Software Quality..., Cross-functional Team..., Vendor Management, Fitness, Go-to-market Strategy, Call Centers, Integration, Strategic Planning, Telecommunications, Consulting, Product Management, Program Management, Solution Selling, SaaS, Business Development, Sales, Enterprise Software, Cloud Computing, Strategy, Sales Process
Education
Dowling College 2000 — 2003
MBA, Masters Business Administration
Long Island University, C.W. Post Campus 2000 — 2003
BS, Business Management
New Hampton School
Villanova University
Six Sigma Green Belt and Black Belt Certification
Christopher LaPaglia Christopher LaPaglia's Morgan Stanley Wealth Management Experience December 2010 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management December 2010 - Present
Fifth Third Bank December 2006 - November 2010
Gloor Realty October 2004 - May 2006
Skills
Series 7, Mutual Funds, Series 63, Mortgage Lending, Wealth Management, Investments, Loans, Securities, Portfolio Management, Finance, Retirement Planning
Education
DePaul University 2007 — 2011
Bachelor of Arts, Information Technology
Morgan Stanley Wealth Management December 2010 - Present
Fifth Third Bank December 2006 - November 2010
Gloor Realty October 2004 - May 2006
Skills
Series 7, Mutual Funds, Series 63, Mortgage Lending, Wealth Management, Investments, Loans, Securities, Portfolio Management, Finance, Retirement Planning
Education
DePaul University 2007 — 2011
Bachelor of Arts, Information Technology
Mary McGovern Mary McGovern's Morgan Stanley Wealth Management Experience September 2012 - Present
Job Business Professional at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley Wealth Management September 2012 - Present
Northern Trust Global Investments May 1997 - September 1999
Northern Trust Global Investments November 1994 - May 1997
Northern Trust Global Investments November 1993 - November 1994
Northern Trust August 1992 - November 1993
Northern Trust June 1991 - August 1992
Skills
Investments, Equities, Asset Allocation, Equity Research, Financial Analysis, Writing, Competitive Analysis, Options, Personal Financial..., Electronic Trading, Industry Analysis, Global Equities, Financial Statement..., Critical Thinking, Empathy, Interpersonal..., Team Leadership, Consensus Building, Building Relationships
Education
DePaul University 2011 — 2012
The Financial Planning Certificate Program
DePaul University - Charles H. Kellstadt Graduate School of Business 1994 — 1997
MBA, Finance
Eastern Illinois University 1987 — 1991
B.S. Business Administration, Finance, Economics
Mother McAuley High School 1983 — 1987
Morgan Stanley Wealth Management September 2012 - Present
Northern Trust Global Investments May 1997 - September 1999
Northern Trust Global Investments November 1994 - May 1997
Northern Trust Global Investments November 1993 - November 1994
Northern Trust August 1992 - November 1993
Northern Trust June 1991 - August 1992
Skills
Investments, Equities, Asset Allocation, Equity Research, Financial Analysis, Writing, Competitive Analysis, Options, Personal Financial..., Electronic Trading, Industry Analysis, Global Equities, Financial Statement..., Critical Thinking, Empathy, Interpersonal..., Team Leadership, Consensus Building, Building Relationships
Education
DePaul University 2011 — 2012
The Financial Planning Certificate Program
DePaul University - Charles H. Kellstadt Graduate School of Business 1994 — 1997
MBA, Finance
Eastern Illinois University 1987 — 1991
B.S. Business Administration, Finance, Economics
Mother McAuley High School 1983 — 1987
David Brown David Brown's Morgan Stanley Wealth Management Experience 1993 - 1994
Job Vice President, Strategic Sourcing at Ameriprise Financial Services, Inc.
Industry Management Consulting
Experience
Ameriprise Financial Services, Inc. May 2013 - Present
Red Road Consulting LLC April 2006 - April 2013
InterContinental Hotels Group October 2008 - July 2010
Morgan Stanley 2006 - 2008
ICG Commerce January 2006 - April 2006
Deutsche Bank March 2003 - November 2005
Zeborg April 2000 - February 2003
Mitchell Madison Group 1996 - 2000
SNL Financial 1995 - 1996
Morgan Stanley Wealth Management 1993 - 1994
Skills
Sourcing, Procurement, Professional Services, Strategic Sourcing, Outsourcing, Management Consulting, BPO, Vendor Management, Supply Management, Contract Negotiation, Supply Chain Management, Purchasing, Business Process..., Process Improvement, Change Management, Cross-functional Team..., Business Development, Global Sourcing, Negotiation, Operations Management, Analysis, Business Strategy
Education
University of Virginia 1989 — 1992
BA
Duke University 1987 — 1988
JP McCaskey HS
Ameriprise Financial Services, Inc. May 2013 - Present
Red Road Consulting LLC April 2006 - April 2013
InterContinental Hotels Group October 2008 - July 2010
Morgan Stanley 2006 - 2008
ICG Commerce January 2006 - April 2006
Deutsche Bank March 2003 - November 2005
Zeborg April 2000 - February 2003
Mitchell Madison Group 1996 - 2000
SNL Financial 1995 - 1996
Morgan Stanley Wealth Management 1993 - 1994
Skills
Sourcing, Procurement, Professional Services, Strategic Sourcing, Outsourcing, Management Consulting, BPO, Vendor Management, Supply Management, Contract Negotiation, Supply Chain Management, Purchasing, Business Process..., Process Improvement, Change Management, Cross-functional Team..., Business Development, Global Sourcing, Negotiation, Operations Management, Analysis, Business Strategy
Education
University of Virginia 1989 — 1992
BA
Duke University 1987 — 1988
JP McCaskey HS
Robert Houfek Robert Houfek's Morgan Stanley Wealth Management Experience February 2012 - Present
Job Business Development Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2012 - Present
Ameriprise Financial Services, Inc. April 1993 - March 2012
Education
Creighton University 1971 — 1975
BS, Psychology
Morgan Stanley Wealth Management February 2012 - Present
Ameriprise Financial Services, Inc. April 1993 - March 2012
Education
Creighton University 1971 — 1975
BS, Psychology
Alvin Quach's Morgan Stanley Wealth Management Experience September 2013 - December 2013
Job Promotional Pricing Specialist at Safeway
Industry Marketing and Advertising
Experience
Safeway February 2015 - May 2015
Mister (Men's Accessories and Clothing) June 2012 - January 2015
Morgan Stanley Wealth Management September 2013 - December 2013
Abercrombie & Fitch February 2011 - May 2011
Nike November 2010 - January 2011
Forever 21 November 2009 - November 2010
Gap Inc. October 2009 - November 2009
Aeropostale November 2008 - October 2009
Skills
PowerPoint, Blogging, Customer Service, Microsoft Excel, Merchandising, Sales, Microsoft Word, Social Media Marketing, Social Media, Microsoft Access, Microsoft PowerPoint, Microsoft Office, HTML, CSS, Marketing, Social Networking, Research, Access
Education
University of California, Davis 2011 — 2014
Bachelor of Science (B.S.), Managerial Economics
De Anza College 2009 — 2011
Business Administration
Safeway February 2015 - May 2015
Mister (Men's Accessories and Clothing) June 2012 - January 2015
Morgan Stanley Wealth Management September 2013 - December 2013
Abercrombie & Fitch February 2011 - May 2011
Nike November 2010 - January 2011
Forever 21 November 2009 - November 2010
Gap Inc. October 2009 - November 2009
Aeropostale November 2008 - October 2009
Skills
PowerPoint, Blogging, Customer Service, Microsoft Excel, Merchandising, Sales, Microsoft Word, Social Media Marketing, Social Media, Microsoft Access, Microsoft PowerPoint, Microsoft Office, HTML, CSS, Marketing, Social Networking, Research, Access
Education
University of California, Davis 2011 — 2014
Bachelor of Science (B.S.), Managerial Economics
De Anza College 2009 — 2011
Business Administration
Clayton Kennedy Clayton Kennedy's Morgan Stanley Wealth Management Experience June 2014 - August 2014
Job Student at Cornell University
Industry
Experience
Flashstarts, Inc. May 2015 - August 2015
Cornell University August 2014 - May 2015
Morgan Stanley Wealth Management June 2014 - August 2014
Skills
Microsoft Excel, Microsoft Word, Cold Calling, Data Entry, Data Analysis, Teaching
Education
Cornell University 2013 — 2017
Bachelor's Degree, Finance and Business Analytics
HKUST Business School 2015 — 2015
Bachelor’s Degree, Finance and Strategy
Flashstarts, Inc. May 2015 - August 2015
Cornell University August 2014 - May 2015
Morgan Stanley Wealth Management June 2014 - August 2014
Skills
Microsoft Excel, Microsoft Word, Cold Calling, Data Entry, Data Analysis, Teaching
Education
Cornell University 2013 — 2017
Bachelor's Degree, Finance and Business Analytics
HKUST Business School 2015 — 2015
Bachelor’s Degree, Finance and Strategy
Trent Tignor's Morgan Stanley Wealth Management Experience May 2013 - July 2013
Job Accountant, Restaurant Financial Reporting at ChickfilA
Industry Financial Services
Experience
Chick-fil-A Corporate July 2014 - Present
Morgan Stanley Wealth Management May 2013 - July 2013
East Carolina University August 2011 - May 2012
Skills
Leadership, Analytic Problem Solving, Teamwork, Microsoft Office, Time Management, Microsoft Excel, Data Entry, Data Analysis, Public Speaking, Critical Thinking
Education
East Carolina University - College of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Chick-fil-A Corporate July 2014 - Present
Morgan Stanley Wealth Management May 2013 - July 2013
East Carolina University August 2011 - May 2012
Skills
Leadership, Analytic Problem Solving, Teamwork, Microsoft Office, Time Management, Microsoft Excel, Data Entry, Data Analysis, Public Speaking, Critical Thinking
Education
East Carolina University - College of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Jennifer Schmitz's Morgan Stanley Wealth Management Experience 1997 - 1999
Job Experienced Risk and Financial Efficiency Expert, Senior Account Executive, Successful Entrepreneur
Industry Financial Services
Experience
Audience Delivered LLC June 2012 - Present
Visa July 2011 - March 2015
i2i Analytics LLC May 2007 - January 2015
Visa March 2007 - March 2011
Quantum Capital Management September 2005 - March 2007
Charles Schwab August 2003 - August 2005
Wolverine Trading 2000 - 2003
GBar LP (former division of Options Xpress, a Charles Schwab Company) 1999 - 2000
Morgan Stanley Wealth Management 1997 - 1999
CME Group 1995 - 1997
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Financial Risk, Process Improvement, Strategic Planning, Marketing, New Business Development, Fixed Income, Mergers & Acquisitions, Analysis, Analytics, Credit, Portfolio Management, Finance, Project Management, Start-ups, Budgets, Strategic Partnerships, Risk Management, Management, Credit Cards, Strategy, Business Strategy, Leadership, Financial Services, Mobile Payments, E-payments, Product Development
Education
Mills College 2006 — 2007
Master of Business Administration (MBA), Global Management
Middlebury Institute of International Studies at Monterey 2005 — 2006
Master of Business Administration (M.B.A.) International Coursework, International Finance
DePaul University 1990 — 1994
International Studies, Global Economics, Archeology
Audience Delivered LLC June 2012 - Present
Visa July 2011 - March 2015
i2i Analytics LLC May 2007 - January 2015
Visa March 2007 - March 2011
Quantum Capital Management September 2005 - March 2007
Charles Schwab August 2003 - August 2005
Wolverine Trading 2000 - 2003
GBar LP (former division of Options Xpress, a Charles Schwab Company) 1999 - 2000
Morgan Stanley Wealth Management 1997 - 1999
CME Group 1995 - 1997
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Financial Risk, Process Improvement, Strategic Planning, Marketing, New Business Development, Fixed Income, Mergers & Acquisitions, Analysis, Analytics, Credit, Portfolio Management, Finance, Project Management, Start-ups, Budgets, Strategic Partnerships, Risk Management, Management, Credit Cards, Strategy, Business Strategy, Leadership, Financial Services, Mobile Payments, E-payments, Product Development
Education
Mills College 2006 — 2007
Master of Business Administration (MBA), Global Management
Middlebury Institute of International Studies at Monterey 2005 — 2006
Master of Business Administration (M.B.A.) International Coursework, International Finance
DePaul University 1990 — 1994
International Studies, Global Economics, Archeology
Sana Maqsood's Morgan Stanley Wealth Management Experience 2013 - 2013
Job Risk Assurance Associate at PwC
Industry Financial Services
Experience
PwC 2015 - Present
M Demon Fund 2015 - 2015
Société Générale 2015 - 2015
BP 2014 - 2015
Avida Capital 2014 - 2014
Morgan Stanley Wealth Management 2013 - 2013
Skills
Customer Service, Microsoft Excel, Account Management, CRM, Trading, Photoshop, Access, Public Speaking, PowerPoint, AutoCAD, Accounting, Financial Analysis, Research, Teamwork, Time Management, Social Media, Data Analysis
Education
DePaul University 2013 — 2015
Bachelor of Applied Science (B.A.Sc.), Finance
PwC 2015 - Present
M Demon Fund 2015 - 2015
Société Générale 2015 - 2015
BP 2014 - 2015
Avida Capital 2014 - 2014
Morgan Stanley Wealth Management 2013 - 2013
Skills
Customer Service, Microsoft Excel, Account Management, CRM, Trading, Photoshop, Access, Public Speaking, PowerPoint, AutoCAD, Accounting, Financial Analysis, Research, Teamwork, Time Management, Social Media, Data Analysis
Education
DePaul University 2013 — 2015
Bachelor of Applied Science (B.A.Sc.), Finance
Hunter Dewing-Hommes Hunter Dewing-Hommes's Morgan Stanley Wealth Management Experience May 2012 - August 2012
Job Project Manager at Chief Executive Group
Industry Investment Management
Experience
Chief Executive Group December 2013 - Present
Noble Group June 2013 - November 2013
Morgan Stanley Wealth Management May 2012 - August 2012
Sony Music Entertainment May 2011 - August 2011
Skills
Social Media, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Office, Investments, Research, Fixed Income, Marketing, Social Networking, Dutch, Public Relations, Sales, Event Planning, Financial Risk, Bench Strength
Education
Dickinson College 2009 — 2013
Bachelor's degree, Philosophy, Economics
Greenwich High School 2005 — 2009
Chief Executive Group December 2013 - Present
Noble Group June 2013 - November 2013
Morgan Stanley Wealth Management May 2012 - August 2012
Sony Music Entertainment May 2011 - August 2011
Skills
Social Media, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Office, Investments, Research, Fixed Income, Marketing, Social Networking, Dutch, Public Relations, Sales, Event Planning, Financial Risk, Bench Strength
Education
Dickinson College 2009 — 2013
Bachelor's degree, Philosophy, Economics
Greenwich High School 2005 — 2009
Kaylyn A. Peck's Morgan Stanley Wealth Management Experience April 2014 - Present
Job Associate at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management April 2014 - Present
Arrow Investment Advisors, LLC July 2013 - March 2014
High Point University August 2011 - May 2013
Legg Mason May 2012 - August 2012
Morgan Stanley May 2011 - August 2011
Morgan Stanley May 2010 - August 2010
Jones and Jones 2007 - 2009
Education
Cornell University - Johnson Graduate School of Management 2014 — 2014
eCornell Certificate: Marketing Strategy
High Point University 2009 — 2013
B.S., Business Adminstration
Morgan Stanley Wealth Management April 2014 - Present
Arrow Investment Advisors, LLC July 2013 - March 2014
High Point University August 2011 - May 2013
Legg Mason May 2012 - August 2012
Morgan Stanley May 2011 - August 2011
Morgan Stanley May 2010 - August 2010
Jones and Jones 2007 - 2009
Education
Cornell University - Johnson Graduate School of Management 2014 — 2014
eCornell Certificate: Marketing Strategy
High Point University 2009 — 2013
B.S., Business Adminstration
Matthew Stefanko's Morgan Stanley Wealth Management Experience August 2013 - May 2015
Job Incoming Internal Consultant at Campos Borquez
Industry Management Consulting
Experience
Campos Borquez April 2015 - Present
Delta Sigma Pi Professional Business Fraternity January 2013 - Present
Cornell Student Assembly August 2012 - Present
Morgan Stanley Wealth Management August 2013 - May 2015
Deloitte June 2014 - August 2014
Red Ideas September 2012 - May 2014
Swami Vivekanand Group of Institutions May 2013 - August 2013
Little for Lakeville Mayoral Campaign May 2012 - August 2012
Skills
Field Operations, Project Management, Social Media, Research, Finance, Fundraising, Microsoft Word, Leadership, Economics, Event Planning
Education
Cornell University 2012 — 2016
Bachelor of Arts (B.A.), Economics, Government, 3.86
Rosemount High School
Campos Borquez April 2015 - Present
Delta Sigma Pi Professional Business Fraternity January 2013 - Present
Cornell Student Assembly August 2012 - Present
Morgan Stanley Wealth Management August 2013 - May 2015
Deloitte June 2014 - August 2014
Red Ideas September 2012 - May 2014
Swami Vivekanand Group of Institutions May 2013 - August 2013
Little for Lakeville Mayoral Campaign May 2012 - August 2012
Skills
Field Operations, Project Management, Social Media, Research, Finance, Fundraising, Microsoft Word, Leadership, Economics, Event Planning
Education
Cornell University 2012 — 2016
Bachelor of Arts (B.A.), Economics, Government, 3.86
Rosemount High School
Michael Nowaczyk's Morgan Stanley Wealth Management Experience July 2012 - November 2012
Job Business Analyst at Options Clearing Corp
Industry Financial Services
Experience
Options Clearing Corp March 2015 - Present
CME Group September 2014 - March 2015
OCC July 2013 - September 2014
Morgan Stanley Wealth Management July 2012 - November 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Leadership, Sales, Financial Analysis, Finance, Research, Management, Derivatives, Bloomberg, Risk Management, Equities, Fixed Income
Education
DePaul University 2011 — 2015
Bachelor of Science (B.S.), Finance
Options Clearing Corp March 2015 - Present
CME Group September 2014 - March 2015
OCC July 2013 - September 2014
Morgan Stanley Wealth Management July 2012 - November 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Leadership, Sales, Financial Analysis, Finance, Research, Management, Derivatives, Bloomberg, Risk Management, Equities, Fixed Income
Education
DePaul University 2011 — 2015
Bachelor of Science (B.S.), Finance
Guilaine C. Jean-Pierre Guilaine C. Jean-Pierre's Morgan Stanley Wealth Management Experience August 1997 - February 2013
Job Proven Community Portfolio Director | Helping Companies Translate Their Business Goals and Ideas to Operational Reality
Industry Marketing and Advertising
Experience
engageSimply June 2013 - Present
Morgan Stanley Wealth Management August 1997 - February 2013
P. Schoenfled Asset Management 1996 - 1997
J.P. Morgan 1995 - 1996
Merrill Lynch May 1994 - August 1994
New York Cares 1992 - 1993
Teach For America 1990 - 1992
Skills
Investments, Public Speaking, Strategic Planning, Customer Service, Financial Analysis, Business Strategy, Capital Markets, Leadership, Entrepreneurship, Social Media, Start-ups, Business Planning, Business Development, Strategy, Management Consulting, Marketing Strategy, Management, CRM, Marketing
Education
Fuqua School of Business, Duke University
Master of Business Administration (M.B.A.)
Williams College
Bachelor of Arts (BA)
engageSimply June 2013 - Present
Morgan Stanley Wealth Management August 1997 - February 2013
P. Schoenfled Asset Management 1996 - 1997
J.P. Morgan 1995 - 1996
Merrill Lynch May 1994 - August 1994
New York Cares 1992 - 1993
Teach For America 1990 - 1992
Skills
Investments, Public Speaking, Strategic Planning, Customer Service, Financial Analysis, Business Strategy, Capital Markets, Leadership, Entrepreneurship, Social Media, Start-ups, Business Planning, Business Development, Strategy, Management Consulting, Marketing Strategy, Management, CRM, Marketing
Education
Fuqua School of Business, Duke University
Master of Business Administration (M.B.A.)
Williams College
Bachelor of Arts (BA)
Lisa Caputo Lisa Caputo's Morgan Stanley Wealth Management Experience June 2011 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2011 - Present
Wells Fargo Advisors February 2009 - June 2011
Merrill Lynch March 1998 - February 2009
Education
Davenport University 1985 — 1987
Associate of Science (A.S.), Sales, Distribution, and Marketing Operations, General
Morgan Stanley Wealth Management June 2011 - Present
Wells Fargo Advisors February 2009 - June 2011
Merrill Lynch March 1998 - February 2009
Education
Davenport University 1985 — 1987
Associate of Science (A.S.), Sales, Distribution, and Marketing Operations, General
Jon Narmi's Morgan Stanley Wealth Management Experience February 1974 - September 2012
Job Director The Narmi Group Private Wealth Management at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. September 2012 - Present
Morgan Stanley Wealth Management February 1974 - September 2012
Skills
Financial Planning, Portfolio Management, Multi-generational..., Multi-generational..., Wealth Management, Financial Services, Wealth, Retirement Planning, Investments, Estate Planning, Finance, Insurance, Mutual Funds, Series 7
Education
Creighton University 1969 — 1973
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Iowa
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management
University of Pennsylvania - The Wharton School
Securities Industry Institute, Investments and Securities
Robert W. Baird & Co. September 2012 - Present
Morgan Stanley Wealth Management February 1974 - September 2012
Skills
Financial Planning, Portfolio Management, Multi-generational..., Multi-generational..., Wealth Management, Financial Services, Wealth, Retirement Planning, Investments, Estate Planning, Finance, Insurance, Mutual Funds, Series 7
Education
Creighton University 1969 — 1973
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Iowa
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management
University of Pennsylvania - The Wharton School
Securities Industry Institute, Investments and Securities
Jennifer Korte Jennifer Korte's Morgan Stanley Wealth Management Experience February 2013 - June 2013
Job Associate Project Coordinator at Interaudi Bank
Industry Marketing and Advertising
Experience
Interaudi Bank July 2014 - Present
RADiUS-TWC January 2014 - May 2014
Voltari June 2013 - August 2013
Morgan Stanley Wealth Management February 2013 - June 2013
Sweat-N-Shop Apparel June 2012 - June 2013
New York University Volleyball Camp June 2012 - June 2012
Lighthouse Financial Advisors December 2009 - May 2010
Skills
Microsoft Office, Volleyball, Minitab, Film Production, Mac OS X, Conversational in..., SWOT analysis, Market Research, SPSS, Valuation, Data Analysis, Marketing, Spanish, PowerPoint, Social Media, OS X, Marketing Strategy, Research, Competitive Analysis, Facebook, Microsoft Excel
Education
New York University, Stern School of Business 2010 — 2014
Bachelor of Science (B.S.)
East China Normal University
NYU Shanghai
Interaudi Bank July 2014 - Present
RADiUS-TWC January 2014 - May 2014
Voltari June 2013 - August 2013
Morgan Stanley Wealth Management February 2013 - June 2013
Sweat-N-Shop Apparel June 2012 - June 2013
New York University Volleyball Camp June 2012 - June 2012
Lighthouse Financial Advisors December 2009 - May 2010
Skills
Microsoft Office, Volleyball, Minitab, Film Production, Mac OS X, Conversational in..., SWOT analysis, Market Research, SPSS, Valuation, Data Analysis, Marketing, Spanish, PowerPoint, Social Media, OS X, Marketing Strategy, Research, Competitive Analysis, Facebook, Microsoft Excel
Education
New York University, Stern School of Business 2010 — 2014
Bachelor of Science (B.S.)
East China Normal University
NYU Shanghai
Jennifer Fajuri Jennifer Fajuri's Morgan Stanley Wealth Management Experience 2012 - 2013
Job Registered Private Wealth Associate Merrill Lynch Private Banking and Investments
Industry Financial Services
Experience
Merrill Lynch Private Banking And Investments August 2015 - Present
Wells Fargo Advisors, LLC 2013 - August 2015
Morgan Stanley Wealth Management 2012 - 2013
Merrill Lynch 2010 - 2012
Education
DePaul University
Bachelor of Arts, Business and Entrepreneurship
Merrill Lynch Private Banking And Investments August 2015 - Present
Wells Fargo Advisors, LLC 2013 - August 2015
Morgan Stanley Wealth Management 2012 - 2013
Merrill Lynch 2010 - 2012
Education
DePaul University
Bachelor of Arts, Business and Entrepreneurship
Emily McLaughlin Emily McLaughlin's Morgan Stanley Wealth Management Experience June 2009 - August 2012
Job Law Clerk at Prince William County Office of the Commonwealth's Attorney
Industry Law Practice
Experience
Prince William County - Office of the Commonwealth's Attorney May 2015 - Present
Pennsylvania State University, Dickinson School of Law August 2012 - May 2015
Penn State Law Family Law Clinic January 2015 - April 2015
Blair County District Attorney August 2014 - December 2014
Office of the Commonwealth's Attorney April 2014 - August 2014
Clinton County District Attorney January 2014 - May 2014
Office of the Commonwealth's Attorney April 2013 - August 2013
Morgan Stanley Wealth Management June 2009 - August 2012
Virginia State Senate - Thomas K. Norment October 2010 - December 2011
Skills
Legal Research, Legal Writing, Microsoft Office, PowerPoint, Public Speaking, Leadership, Social Networking, Local Government, Online Communications, Data Entry, Corporate Communications, Constituent Services, Constituent..., Document Review, Community Outreach, Team Building, Research, Microsoft Word, Event Planning
Education
Pennsylvania State University, The Dickinson School of Law 2012 — 2015
Doctor of Law (JD), Magna Cum Laude
The College of William and Mary 2008 — 2012
Bachelor's degree, Political Science and Government
National University of Ireland, Galway 2011 — 2011
Irish Film Study, International Sports
Battlefield High School 2004 — 2008
Advanced Diploma, Magna Cum Laude
Prince William County - Office of the Commonwealth's Attorney May 2015 - Present
Pennsylvania State University, Dickinson School of Law August 2012 - May 2015
Penn State Law Family Law Clinic January 2015 - April 2015
Blair County District Attorney August 2014 - December 2014
Office of the Commonwealth's Attorney April 2014 - August 2014
Clinton County District Attorney January 2014 - May 2014
Office of the Commonwealth's Attorney April 2013 - August 2013
Morgan Stanley Wealth Management June 2009 - August 2012
Virginia State Senate - Thomas K. Norment October 2010 - December 2011
Skills
Legal Research, Legal Writing, Microsoft Office, PowerPoint, Public Speaking, Leadership, Social Networking, Local Government, Online Communications, Data Entry, Corporate Communications, Constituent Services, Constituent..., Document Review, Community Outreach, Team Building, Research, Microsoft Word, Event Planning
Education
Pennsylvania State University, The Dickinson School of Law 2012 — 2015
Doctor of Law (JD), Magna Cum Laude
The College of William and Mary 2008 — 2012
Bachelor's degree, Political Science and Government
National University of Ireland, Galway 2011 — 2011
Irish Film Study, International Sports
Battlefield High School 2004 — 2008
Advanced Diploma, Magna Cum Laude
Lucas Mroz Lucas Mroz's Morgan Stanley Wealth Management Experience March 2013 - Present
Job Registered Service Associate to Todd Hatfield at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2013 - Present
Morgan Stanley Smith Barney June 2012 - March 2013
Honor Flight Chicago May 2011 - June 2012
New York Life Insurance Company October 2009 - May 2011
Aldonex Inc. February 2008 - December 2009
Skills
Microsoft Office, Excel, Stamps.com, Filezilla, Insurance, Logistics, Non-profits, Problem Solving, Business Analysis, Data Analysis, Database Management, Access, Financial Analysis, Analytics, Financial Planning, Office Management, Operations Management, Managerial, Account Management, Opening New Accounts, Customer Service, Wealth Management..., Financial Services, Series 7, Series 63
Education
DePaul University 2007 — 2009
Bachelors, Finance
Morgan Stanley Wealth Management March 2013 - Present
Morgan Stanley Smith Barney June 2012 - March 2013
Honor Flight Chicago May 2011 - June 2012
New York Life Insurance Company October 2009 - May 2011
Aldonex Inc. February 2008 - December 2009
Skills
Microsoft Office, Excel, Stamps.com, Filezilla, Insurance, Logistics, Non-profits, Problem Solving, Business Analysis, Data Analysis, Database Management, Access, Financial Analysis, Analytics, Financial Planning, Office Management, Operations Management, Managerial, Account Management, Opening New Accounts, Customer Service, Wealth Management..., Financial Services, Series 7, Series 63
Education
DePaul University 2007 — 2009
Bachelors, Finance
Sean McCormack Sean McCormack's Morgan Stanley Wealth Management Experience May 2008 - September 2008
Job coFounder at Stockfuse.com
Industry Financial Services
Experience
Stockfuse April 2012 - Present
SHFu.se May 2013 - Present
Deutsche Bank June 2009 - June 2012
vipJump LLC April 2011 - March 2012
Duke University January 2009 - May 2010
Morgan Stanley Wealth Management May 2008 - September 2008
Nassau County May 2007 - September 2007
Nassau County Assessment Review Commission May 2007 - August 2007
Stony Brook University May 2006 - October 2006
The Electrical Transport of DNA Across Periodic Cross-pattern Surfaces Stony Brook University January 2005 - January 2006
Skills
Microsoft Office, VBA, Java, JMP, SAS, Chinese, R, Bloomberg
Education
Duke University 2006 — 2010
BS, Statistics, Psychology
Stockfuse April 2012 - Present
SHFu.se May 2013 - Present
Deutsche Bank June 2009 - June 2012
vipJump LLC April 2011 - March 2012
Duke University January 2009 - May 2010
Morgan Stanley Wealth Management May 2008 - September 2008
Nassau County May 2007 - September 2007
Nassau County Assessment Review Commission May 2007 - August 2007
Stony Brook University May 2006 - October 2006
The Electrical Transport of DNA Across Periodic Cross-pattern Surfaces Stony Brook University January 2005 - January 2006
Skills
Microsoft Office, VBA, Java, JMP, SAS, Chinese, R, Bloomberg
Education
Duke University 2006 — 2010
BS, Statistics, Psychology
Dan Schmenk Dan Schmenk's Morgan Stanley Wealth Management Experience January 2012 - Present
Job Global Stock Plan Services at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2012 - Present
Stellar Concepts & Design Ink January 2011 - January 2012
RMG Advertising December 2010 - January 2012
Karsatos Financial Network / Securities America Inc. July 2004 - December 2010
Columbus Financial Group August 2003 - July 2004
Education
Denison University 1999 — 2003
BA, Economics
Morgan Stanley Wealth Management January 2012 - Present
Stellar Concepts & Design Ink January 2011 - January 2012
RMG Advertising December 2010 - January 2012
Karsatos Financial Network / Securities America Inc. July 2004 - December 2010
Columbus Financial Group August 2003 - July 2004
Education
Denison University 1999 — 2003
BA, Economics
Sam Steelman Sam Steelman's Morgan Stanley Wealth Management Experience May 2007 - August 2007
Job JD Candidate, University of Missouri Columbia School of Law
Industry Legal Services
Experience
First Mortgage Solutions, LLC September 2012 - January 2014
Steelman for US Senate March 2011 - August 2012
Morgan Stanley Wealth Management May 2007 - August 2007
Skills
Mortgage Lending, Loan Origination, Loans
Education
University of Missouri-Columbia School of Law 2014 — 2017
Doctor of Law (JD), TBD
Drury University 2005 — 2010
Bachelor of Arts (B.A.), Economics
First Mortgage Solutions, LLC September 2012 - January 2014
Steelman for US Senate March 2011 - August 2012
Morgan Stanley Wealth Management May 2007 - August 2007
Skills
Mortgage Lending, Loan Origination, Loans
Education
University of Missouri-Columbia School of Law 2014 — 2017
Doctor of Law (JD), TBD
Drury University 2005 — 2010
Bachelor of Arts (B.A.), Economics
Sid Ganju Sid Ganju's Morgan Stanley Wealth Management Experience August 2009 - Present
Job Senior Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2009 - Present
Teleprises, Inc April 2007 - Present
KeyOn Communications October 2007 - October 2008
BellSouth Corporation March 1998 - March 2007
BellSouth Cellular Corporation February 1997 - March 1998
BellSouth International October 1994 - July 1996
MobileComm 1988 - 1992
Education
Stanford University 2001 — 2001
Management of High Technology Businesses
CFA Institute 1991 — 1993
C.F.A., Finance
University of Mississippi 1986 — 1988
M.B.A., Strategy/Finance
Delhi College of Engineering 1975 — 1980
B.Sc., Electrical Engineering
Morgan Stanley Wealth Management August 2009 - Present
Teleprises, Inc April 2007 - Present
KeyOn Communications October 2007 - October 2008
BellSouth Corporation March 1998 - March 2007
BellSouth Cellular Corporation February 1997 - March 1998
BellSouth International October 1994 - July 1996
MobileComm 1988 - 1992
Education
Stanford University 2001 — 2001
Management of High Technology Businesses
CFA Institute 1991 — 1993
C.F.A., Finance
University of Mississippi 1986 — 1988
M.B.A., Strategy/Finance
Delhi College of Engineering 1975 — 1980
B.Sc., Electrical Engineering
Samantha Lamas's Morgan Stanley Wealth Management Experience May 2015 - July 2015
Job Summer Intern for the Stanek Team at Morgan Stanley
Industry Financial Services
Experience
Dominican University Gradate School of Social Work November 2012 - Present
Morgan Stanley Wealth Management May 2015 - July 2015
Empandus July 2013 - August 2014
Skills
Finance, Microsoft Office, Leadership, Teamwork, Time Management, Administrative..., Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Outlook, Research, Community Outreach
Education
Dominican University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance - Undergrad
Dominican University Gradate School of Social Work November 2012 - Present
Morgan Stanley Wealth Management May 2015 - July 2015
Empandus July 2013 - August 2014
Skills
Finance, Microsoft Office, Leadership, Teamwork, Time Management, Administrative..., Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Outlook, Research, Community Outreach
Education
Dominican University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance - Undergrad
Jesse Schanback's Morgan Stanley Wealth Management Experience June 2013 - August 2013
Job Investment Banking Summer Analyst at Perella Weinberg Partners
Industry
Experience
Perella Weinberg Partners June 2015 - August 2015
J.P. Morgan June 2014 - August 2014
Morgan Stanley Wealth Management June 2013 - August 2013
Skills
Microsoft Office, Matlab
Education
Cornell University 2012 — 2016
Bachelor of Science (B.S.), Operations Research Engineering, Minors in Computer Science and Business
Perella Weinberg Partners June 2015 - August 2015
J.P. Morgan June 2014 - August 2014
Morgan Stanley Wealth Management June 2013 - August 2013
Skills
Microsoft Office, Matlab
Education
Cornell University 2012 — 2016
Bachelor of Science (B.S.), Operations Research Engineering, Minors in Computer Science and Business
Angelo Loumbas's Morgan Stanley Wealth Management Experience September 2010 - Present
Job Wealth Planning Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2010 - Present
US Trust Bank of America Private Wealth Management March 2008 - September 2010
Eckhart Kolak LLC October 1998 - March 2008
Scariano Himes & Petrarca February 1997 - September 1998
Cook County State's Attorney's Office February 1994 - February 1997
Skills
Estate Planning, Estate Tax Planning, Strategic Financial..., Charitable Gift Planning, Investment Strategies, Business Strategy, Business Planning, Succession Planning, Asset Allocation, Investments, Wealth Management, Asset Managment, Asset Management, Insurance, Series 63, Securities, Alternative Investments, Mutual Funds, Series 7, Wealth Management..., Private Equity, Portfolio Management, Retirement, Financial Advisory, Investment Management, Retirement Planning, Investment Advisory, Wealth, High Net Worth..., Financial Services, Hedge Funds, Equities, 401k, Bonds, FINRA, Financial Planners, IRAs, Trust Services, Options, Private Banking, Fixed Annuities, Finance, ETFs, Fixed Income, Valuation, Mergers & Acquisitions, Financial Planning
Education
Indiana University School of Law—Bloomington 1990 — 1993
JD, Law
University of Notre Dame - Mendoza College of Business 1988 — 1990
MBA, Finance
DePauw University 1984 — 1988
BA, Liberal Arts
Morgan Stanley Wealth Management September 2010 - Present
US Trust Bank of America Private Wealth Management March 2008 - September 2010
Eckhart Kolak LLC October 1998 - March 2008
Scariano Himes & Petrarca February 1997 - September 1998
Cook County State's Attorney's Office February 1994 - February 1997
Skills
Estate Planning, Estate Tax Planning, Strategic Financial..., Charitable Gift Planning, Investment Strategies, Business Strategy, Business Planning, Succession Planning, Asset Allocation, Investments, Wealth Management, Asset Managment, Asset Management, Insurance, Series 63, Securities, Alternative Investments, Mutual Funds, Series 7, Wealth Management..., Private Equity, Portfolio Management, Retirement, Financial Advisory, Investment Management, Retirement Planning, Investment Advisory, Wealth, High Net Worth..., Financial Services, Hedge Funds, Equities, 401k, Bonds, FINRA, Financial Planners, IRAs, Trust Services, Options, Private Banking, Fixed Annuities, Finance, ETFs, Fixed Income, Valuation, Mergers & Acquisitions, Financial Planning
Education
Indiana University School of Law—Bloomington 1990 — 1993
JD, Law
University of Notre Dame - Mendoza College of Business 1988 — 1990
MBA, Finance
DePauw University 1984 — 1988
BA, Liberal Arts
Liz Groeger's Morgan Stanley Wealth Management Experience January 2015 - Present
Job Vice President, Associate Complex Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2015 - Present
Morgan Stanley Wealth Management April 2013 - January 2015
UBS Financial Services Inc. March 2012 - March 2013
UBS Financial Services Inc. July 2006 - March 2012
Education
Duke University 2002 — 2006
Bachelor of Arts (B.A.), Public Policy
St. Paul's School 1999 — 2002
Morgan Stanley Wealth Management January 2015 - Present
Morgan Stanley Wealth Management April 2013 - January 2015
UBS Financial Services Inc. March 2012 - March 2013
UBS Financial Services Inc. July 2006 - March 2012
Education
Duke University 2002 — 2006
Bachelor of Arts (B.A.), Public Policy
St. Paul's School 1999 — 2002
Calida Stone's Morgan Stanley Wealth Management Experience February 2014 - Present
Job Sr. Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2014 - Present
Wells Fargo Advisors May 2011 - February 2014
Waddell Group May 2010 - February 2011
Fortigent, LLC December 2007 - April 2009
Edelman Financial January 2007 - December 2007
D.A. Davidson & Co. November 2004 - December 2006
Skills
Mutual Funds, Analysis, Investments, Financial Analysis, Portfolio Management, Finance
Education
Eastern Washington University 2004 — 2006
Bachelors, Social Science
Morgan Stanley Wealth Management February 2014 - Present
Wells Fargo Advisors May 2011 - February 2014
Waddell Group May 2010 - February 2011
Fortigent, LLC December 2007 - April 2009
Edelman Financial January 2007 - December 2007
D.A. Davidson & Co. November 2004 - December 2006
Skills
Mutual Funds, Analysis, Investments, Financial Analysis, Portfolio Management, Finance
Education
Eastern Washington University 2004 — 2006
Bachelors, Social Science
Rachel (Gonzaga) Rogers's Morgan Stanley Wealth Management Experience 2004 - Present
Job Vice President, Project Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2004 - Present
Smith Barney 2005 - 2007
Smith Barney 2004 - 2005
Skills
Business Analysis, Financial Services, Program Management, Project Management
Education
Cornell University 1997 — 2002
Morgan Stanley Wealth Management 2004 - Present
Smith Barney 2005 - 2007
Smith Barney 2004 - 2005
Skills
Business Analysis, Financial Services, Program Management, Project Management
Education
Cornell University 1997 — 2002
Laura Southerland's Morgan Stanley Wealth Management Experience January 2014 - Present
Job Executive Director Compensation at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Smith Barney January 2012 - December 2013
Morgan Stanley June 2010 - December 2011
Morgan Stanley May 2007 - May 2010
HSBC Securities 2006 - 2007
Skills
Business Analytics, Executive Pay, Deferred Compensation
Education
Cornell University 2002 — 2006
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Smith Barney January 2012 - December 2013
Morgan Stanley June 2010 - December 2011
Morgan Stanley May 2007 - May 2010
HSBC Securities 2006 - 2007
Skills
Business Analytics, Executive Pay, Deferred Compensation
Education
Cornell University 2002 — 2006
Jennifer McGlynn's Morgan Stanley Wealth Management Experience Sr. Complex Risk OfficerMorgan Stanley Smith BarneySeptember 2007 - August 2011
Job Regional Business Service Officer
Industry Financial Services
Experience
Morgan Stanley Wealth Management Sr. Complex Risk OfficerMorgan Stanley Smith BarneySeptember 2007 - August 2011
Smith Barney 2002 - 2007
Skills
Securities, Series 63, Wealth Management, Series 7, Series 3, Series 65, Series 9, Series 10, Series 31
Education
Drexel University 1993 — 1998
Drexel University - LeBow College of Business 1993 — 1998
BS, Finance
Morgan Stanley Wealth Management Sr. Complex Risk OfficerMorgan Stanley Smith BarneySeptember 2007 - August 2011
Smith Barney 2002 - 2007
Skills
Securities, Series 63, Wealth Management, Series 7, Series 3, Series 65, Series 9, Series 10, Series 31
Education
Drexel University 1993 — 1998
Drexel University - LeBow College of Business 1993 — 1998
BS, Finance
Olga Romano's Morgan Stanley Wealth Management Experience January 1998 - Present
Job Business Professional at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 1998 - Present
World Trade Center Chicago 2005 - 2006
Skills
Customer Service, Marketing, Event Planning, Marketing Strategy, Social Media, Business Analysis, Strategic Planning, Leadership, Team Building, Public Speaking
Education
DePaul University
Bachelor of Arts (B.A.), Political Science and Government
Morgan Stanley Wealth Management January 1998 - Present
World Trade Center Chicago 2005 - 2006
Skills
Customer Service, Marketing, Event Planning, Marketing Strategy, Social Media, Business Analysis, Strategic Planning, Leadership, Team Building, Public Speaking
Education
DePaul University
Bachelor of Arts (B.A.), Political Science and Government
Donald P. Kelley's Morgan Stanley Wealth Management Experience 1998 - Present
Job Senior Analayst/VP at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management 1998 - Present
Education
Dartmouth College 1965 — 1969
A.B., French Language and Literature
Morgan Stanley Wealth Management 1998 - Present
Education
Dartmouth College 1965 — 1969
A.B., French Language and Literature
Joshua Kurtz's Morgan Stanley Wealth Management Experience August 2000 - September 2001
Job Chief Distribution Officer, Partner ResQ Investment Partners
Industry Financial Services
Experience
ResQ Investment Partners September 2014 - Present
SunAmerica Mutual Funds January 2004 - September 2014
Flexirent Capital January 2003 - November 2003
SunAmerica Mutual Funds September 2001 - January 2003
Morgan Stanley Wealth Management August 2000 - September 2001
Skills
Series 7, Separately Managed..., Wealth Management, Retirement Planning, Asset Allocation, 401k, Securities, Retirement, FINRA, Series 65, Investments, Asset Managment, Uniform Combined State..., Investment Advisory, Portfolio Management, Equities, Fixed Income, Asset Management, Series 63, Mutual Funds, Alternative Investments, Financial Services, Finance, Turnaround Specialist, Cross-functional Team...
Education
Dickinson College 1996 — 2000
Bachelor's degree, Political Science/Minor in Economics
ResQ Investment Partners September 2014 - Present
SunAmerica Mutual Funds January 2004 - September 2014
Flexirent Capital January 2003 - November 2003
SunAmerica Mutual Funds September 2001 - January 2003
Morgan Stanley Wealth Management August 2000 - September 2001
Skills
Series 7, Separately Managed..., Wealth Management, Retirement Planning, Asset Allocation, 401k, Securities, Retirement, FINRA, Series 65, Investments, Asset Managment, Uniform Combined State..., Investment Advisory, Portfolio Management, Equities, Fixed Income, Asset Management, Series 63, Mutual Funds, Alternative Investments, Financial Services, Finance, Turnaround Specialist, Cross-functional Team...
Education
Dickinson College 1996 — 2000
Bachelor's degree, Political Science/Minor in Economics
Pamela Postma Khinda's Morgan Stanley Wealth Management Experience February 1988 - April 1990
Job Independent Financial Services Professional
Industry Financial Services
Experience
Fannie Mae 1993 - 2006
Morgan Stanley Wealth Management February 1988 - April 1990
Skills
Portfolio Management, Mortgage Lending, Investments, Mutual Funds, Asset Management, Retirement Planning, Strategic Financial..., Wealth Management, Equities, Banking, Retirement, Financial Analysis, Series 65, College Education..., investment advisor...
Education
Georgetown University 2013 — 2014
CFP, Financial Planning and Services
University of North Carolina at Chapel Hill 1990 — 1992
Master of Business Administration (MBA)
Duke University 1984 — 1987
Bachelor's degree, Economics
Fannie Mae 1993 - 2006
Morgan Stanley Wealth Management February 1988 - April 1990
Skills
Portfolio Management, Mortgage Lending, Investments, Mutual Funds, Asset Management, Retirement Planning, Strategic Financial..., Wealth Management, Equities, Banking, Retirement, Financial Analysis, Series 65, College Education..., investment advisor...
Education
Georgetown University 2013 — 2014
CFP, Financial Planning and Services
University of North Carolina at Chapel Hill 1990 — 1992
Master of Business Administration (MBA)
Duke University 1984 — 1987
Bachelor's degree, Economics
Corey Schaul's Morgan Stanley Wealth Management Experience October 2011 - Present
Job Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management October 2011 - Present
Nadler Financial Group August 2007 - September 2011
Richard King, Floor Broker (CBOT) April 2005 - August 2007
James Cull, Floor Broker (CBOT) May 2002 - April 2005
Skills
Investments, Portfolio Management, Retirement Planning, Investment Strategies, Financial Advisory, Asset Allocation, Investment Advisory, Wealth Management, Mutual Funds, Securities, 401k, Retirement, Municipal Bonds, Life Insurance, Long Term Care Insurance, Mortgage Lending, Options, Commercial Lending, Retirement Income, Foreign Exchange, Stocks, ETFs, Series 7, Uniform Combined State...
Education
DePaul University 2005 — 2007
Finance, Finance, General
Morgan Stanley Wealth Management October 2011 - Present
Nadler Financial Group August 2007 - September 2011
Richard King, Floor Broker (CBOT) April 2005 - August 2007
James Cull, Floor Broker (CBOT) May 2002 - April 2005
Skills
Investments, Portfolio Management, Retirement Planning, Investment Strategies, Financial Advisory, Asset Allocation, Investment Advisory, Wealth Management, Mutual Funds, Securities, 401k, Retirement, Municipal Bonds, Life Insurance, Long Term Care Insurance, Mortgage Lending, Options, Commercial Lending, Retirement Income, Foreign Exchange, Stocks, ETFs, Series 7, Uniform Combined State...
Education
DePaul University 2005 — 2007
Finance, Finance, General
Jim Buscavage's Morgan Stanley Wealth Management Experience January 2013 - June 2013
Job Senior Database Analyst Pershing, a BNY Mellon company
Industry Information Technology and Services
Experience
Pershing, a BNY Mellon company July 2013 - Present
Morgan Stanley Wealth Management January 2013 - June 2013
Pershing August 2010 - January 2013
UPS October 2005 - May 2010
pershing 1998 - 2004
Clover 1988 - 1996
Skills
SQL Tuning, DB2, z/OS, Mainframe, Stored Procedures, Database Design, JCL, Relational Databases, SDLC, Database Administration, Performance Tuning, Databases, COBOL
Education
Chubb Institute of Technology 1996 — 1997
Programming
Temple University - Fox School of Business and Management 1985 — 1988
bachelors, busineess management
Drexel University 1982 — 1983
Pershing, a BNY Mellon company July 2013 - Present
Morgan Stanley Wealth Management January 2013 - June 2013
Pershing August 2010 - January 2013
UPS October 2005 - May 2010
pershing 1998 - 2004
Clover 1988 - 1996
Skills
SQL Tuning, DB2, z/OS, Mainframe, Stored Procedures, Database Design, JCL, Relational Databases, SDLC, Database Administration, Performance Tuning, Databases, COBOL
Education
Chubb Institute of Technology 1996 — 1997
Programming
Temple University - Fox School of Business and Management 1985 — 1988
bachelors, busineess management
Drexel University 1982 — 1983
Daniella Boni's Morgan Stanley Wealth Management Experience May 2005 - August 2005
Job Marketing Director at Callan Capital
Industry Financial Services
Experience
Callan Capital July 2014 - Present
PTI Marketing Technologies October 2013 - June 2014
Fidelity Investments October 2012 - October 2013
Crestwood Advisors LLC September 2007 - October 2012
State Street Bank and Trust 2006 - 2007
Product Ventures August 2005 - May 2006
Morgan Stanley Wealth Management May 2005 - August 2005
Skills
Marketing, Marketing Strategy, Email Marketing, Social Media Marketing, CRM, Direct Marketing, Client Relations Skills, Blogging, Marketing Communications, Social Media, Corporate Branding, Event Planning, Digital Marketing, Project Management, Corporate Events, Content Writing, Video, Mutual Funds, Sales, Investment..., Public Relations
Education
Northeastern University - Graduate School of Business Administration 2010 — 2012
Master of Business Administration (MBA), Marketing
Fairfield University 2002 — 2006
Bachelor of Science (BS), Marketing
Callan Capital July 2014 - Present
PTI Marketing Technologies October 2013 - June 2014
Fidelity Investments October 2012 - October 2013
Crestwood Advisors LLC September 2007 - October 2012
State Street Bank and Trust 2006 - 2007
Product Ventures August 2005 - May 2006
Morgan Stanley Wealth Management May 2005 - August 2005
Skills
Marketing, Marketing Strategy, Email Marketing, Social Media Marketing, CRM, Direct Marketing, Client Relations Skills, Blogging, Marketing Communications, Social Media, Corporate Branding, Event Planning, Digital Marketing, Project Management, Corporate Events, Content Writing, Video, Mutual Funds, Sales, Investment..., Public Relations
Education
Northeastern University - Graduate School of Business Administration 2010 — 2012
Master of Business Administration (MBA), Marketing
Fairfield University 2002 — 2006
Bachelor of Science (BS), Marketing
Morgan Whittier's Morgan Stanley Wealth Management Experience 2013 - 2014
Job Financial Industry Regulatory Authority (FINRA)
Industry Financial Services
Experience
FINRA 2014 - Present
Morgan Stanley Wealth Management 2013 - 2014
Broadridge Financial Solutions, Inc 2005 - 2012
Bank of America Securities 1999 - 2005
Morgan Stanley 1992 - 1998
Paine Webber Inc. 1986 - 1993
Skills
FINRA registrations:..., Trading Systems, Equity Trading, Trade Compliance, Compliance Training, Best Execution, Block Trading, Securities Regulation, Client Coverage, Financial Policies &..., Oral & Written..., Options, Financial Markets, Relationship Management, Fixed Income execution..., FX trading, Business governance, WSP, Broker Dealer compliance, Hedge Funds, Asset Management, Investment Advisory, Investment Portfolio, Series 7, FINRA, Programme Governance, Broker-Dealer, Securities, Fixed Income, Financial Risk, AML, Equities, Financial Services, Trading, FX Options
Education
Kenyon College 1982 — 1986
Bachelor of Arts (B.A.), Political Science
Deerfield Academy 1979 — 1982
FINRA 2014 - Present
Morgan Stanley Wealth Management 2013 - 2014
Broadridge Financial Solutions, Inc 2005 - 2012
Bank of America Securities 1999 - 2005
Morgan Stanley 1992 - 1998
Paine Webber Inc. 1986 - 1993
Skills
FINRA registrations:..., Trading Systems, Equity Trading, Trade Compliance, Compliance Training, Best Execution, Block Trading, Securities Regulation, Client Coverage, Financial Policies &..., Oral & Written..., Options, Financial Markets, Relationship Management, Fixed Income execution..., FX trading, Business governance, WSP, Broker Dealer compliance, Hedge Funds, Asset Management, Investment Advisory, Investment Portfolio, Series 7, FINRA, Programme Governance, Broker-Dealer, Securities, Fixed Income, Financial Risk, AML, Equities, Financial Services, Trading, FX Options
Education
Kenyon College 1982 — 1986
Bachelor of Arts (B.A.), Political Science
Deerfield Academy 1979 — 1982
Roberto Barbanente's Morgan Stanley Wealth Management Experience August 2008 - Present
Job Business Development Director, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2008 - Present
Pescatore January 2000 - September 2008
Education
DePaul University 2004 — 2008
Bachelors, Accounting
Morgan Stanley Wealth Management August 2008 - Present
Pescatore January 2000 - September 2008
Education
DePaul University 2004 — 2008
Bachelors, Accounting
Stanley Sarli's Morgan Stanley Wealth Management Experience June 2013 - Present
Job Assistant Vice President, Business Service Manager, Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2013 - Present
Fidelity Investments April 2006 - May 2013
TD Waterhouse 2005 - 2006
Skills
Mutual Funds, Series 63, Financial Services, Marketing Communications, FINRA, Securities, Wealth Management, Insurance, Equities, Investment Advisory
Education
Dutchess Community College
AS- Business Administration
Our Lady of Lourdes High School
Morgan Stanley Wealth Management June 2013 - Present
Fidelity Investments April 2006 - May 2013
TD Waterhouse 2005 - 2006
Skills
Mutual Funds, Series 63, Financial Services, Marketing Communications, FINRA, Securities, Wealth Management, Insurance, Equities, Investment Advisory
Education
Dutchess Community College
AS- Business Administration
Our Lady of Lourdes High School
Michael Van Camp's Morgan Stanley Wealth Management Experience November 2012 - July 2014
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2012 - July 2014
UBS Securities LLC May 2011 - September 2011
Cabrera Capital Markets, LLC June 2010 - April 2011
The Goldman Sachs Group, Inc. June 1996 - November 2008
Sanford C. Bernstein October 1994 - April 1996
Skills
Derivatives, Trading, Fixed Income, Portfolio Management, Asset Allocation, Equities, Finance, Investments, Securities, Bonds, Series 7, Mutual Funds, Trading Systems, Hedge Funds, Wealth Management
Education
Cornell University 1990 — 1994
BA, Government, concentration in International Relations
Morgan Stanley Wealth Management November 2012 - July 2014
UBS Securities LLC May 2011 - September 2011
Cabrera Capital Markets, LLC June 2010 - April 2011
The Goldman Sachs Group, Inc. June 1996 - November 2008
Sanford C. Bernstein October 1994 - April 1996
Skills
Derivatives, Trading, Fixed Income, Portfolio Management, Asset Allocation, Equities, Finance, Investments, Securities, Bonds, Series 7, Mutual Funds, Trading Systems, Hedge Funds, Wealth Management
Education
Cornell University 1990 — 1994
BA, Government, concentration in International Relations
Marlyen Habib's Morgan Stanley Wealth Management Experience April 2013 - November 2014
Job Senior Investigations Manager at Standard Chartered Bank
Industry Law Practice
Experience
Standard Chartered Bank November 2014 - Present
Morgan Stanley Wealth Management April 2013 - November 2014
Essex County Prosecutor's Office October 2006 - April 2013
Skills
Criminal Law, Courts, Legal Writing, Hearings, Legal Research, Trials, Appeals, Litigation, Legal Issues, Investigation, Westlaw, Civil Litigation, Trial Practice, Enforcement, Law Enforcement, Mediation, Criminal Justice, Criminal Prosecution, Investigations, Public Speaking, AML, Anti Money Laundering
Education
Dickinson Law 2002 — 2005
J.D., Law
Rutgers University-New Brunswick 1998 — 2002
B.S., Marketing
Standard Chartered Bank November 2014 - Present
Morgan Stanley Wealth Management April 2013 - November 2014
Essex County Prosecutor's Office October 2006 - April 2013
Skills
Criminal Law, Courts, Legal Writing, Hearings, Legal Research, Trials, Appeals, Litigation, Legal Issues, Investigation, Westlaw, Civil Litigation, Trial Practice, Enforcement, Law Enforcement, Mediation, Criminal Justice, Criminal Prosecution, Investigations, Public Speaking, AML, Anti Money Laundering
Education
Dickinson Law 2002 — 2005
J.D., Law
Rutgers University-New Brunswick 1998 — 2002
B.S., Marketing
Amanda Harrold's Morgan Stanley Wealth Management Experience 1998 - 2002
Job Retirement Plan Professional / Dir. Business Development at the Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2007 - Present
Pentegra Retirement Services 2004 - 2007
Morgan Stanley Wealth Management 1998 - 2002
Skills
401k, Retirement, Retirement Plan..., Retirement Planning, Fixed Income, Defined Benefit, Pensions, Series 7, Series 63, Financial Advisory, Mutual Funds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2002
Master of Business Administration (M.B.A.), Finance, General
Purdue University 1988 — 1992
Bachelor's degree, Business, Management, Marketing, and Public Relations
Principal Financial Group January 2007 - Present
Pentegra Retirement Services 2004 - 2007
Morgan Stanley Wealth Management 1998 - 2002
Skills
401k, Retirement, Retirement Plan..., Retirement Planning, Fixed Income, Defined Benefit, Pensions, Series 7, Series 63, Financial Advisory, Mutual Funds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2002
Master of Business Administration (M.B.A.), Finance, General
Purdue University 1988 — 1992
Bachelor's degree, Business, Management, Marketing, and Public Relations
Jesse Cordoba, CFP®, CIMA®'s Morgan Stanley Wealth Management Experience March 2011 - March 2013
Job Director of Global Distribution (former) with Morgan Stanley Consulting Group for Private Wealth Management
Industry Financial Services
Experience
Montague Capital Partners, L.L.C December 2013 - Present
Morgan Stanley Wealth Management March 2011 - March 2013
Morgan Stanley Smith Barney August 2009 - March 2011
Morgan Stanley Wealth Management December 2007 - August 2009
Morgan Stanley Wealth Management December 2006 - December 2007
Morgan Stanley Wealth Management December 2004 - December 2006
Charles Schwab December 2000 - July 2004
Charles Schwab April 1998 - January 2000
Charles Schwab October 1993 - April 1998
Skills
Series 7, Mutual Funds, Series 63, Wealth Management, Asset Allocation, Alternative Investments, Asset Management, Investments, Investment Advisory, Equities, Securities, Fixed Income, Investment Strategies, Portfolio Management, Hedge Funds, Separately Managed...
Education
Wharton Business School 2010 — 2010
Certified Investment Management Analyst
East Carolina University - College of Business 1988 — 1992
Bachelor of Business Administration (B.B.A.)
Montague Capital Partners, L.L.C December 2013 - Present
Morgan Stanley Wealth Management March 2011 - March 2013
Morgan Stanley Smith Barney August 2009 - March 2011
Morgan Stanley Wealth Management December 2007 - August 2009
Morgan Stanley Wealth Management December 2006 - December 2007
Morgan Stanley Wealth Management December 2004 - December 2006
Charles Schwab December 2000 - July 2004
Charles Schwab April 1998 - January 2000
Charles Schwab October 1993 - April 1998
Skills
Series 7, Mutual Funds, Series 63, Wealth Management, Asset Allocation, Alternative Investments, Asset Management, Investments, Investment Advisory, Equities, Securities, Fixed Income, Investment Strategies, Portfolio Management, Hedge Funds, Separately Managed...
Education
Wharton Business School 2010 — 2010
Certified Investment Management Analyst
East Carolina University - College of Business 1988 — 1992
Bachelor of Business Administration (B.B.A.)
Victor Elkind's Morgan Stanley Wealth Management Experience March 1991 - August 2010
Job Managing Partner at Pairs Perfect Capital, L.L.C.
Industry Financial Services
Experience
Pairs Perfect Capital, L.L.C. October 2010 - Present
Morgan Stanley Wealth Management March 1991 - August 2010
Morgan Stanley Smith Barney March 1989 - August 2010
Skills
Equities, Investments, Trading, Alternative Investments, Asset Allocation, Wealth Management, Investment Advisory, Series 7, Investment Strategies, Hedge Funds, Mutual Funds, Wealth Management..., Fixed Income, Portfolio Management, Asset Managment, Investment Management, Series 65, Series 63, Retirement Planning, Securities, Hedging
Education
Cornell University 1963 — 1967
English
State University of New York at Stony Brook
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Pairs Perfect Capital, L.L.C. October 2010 - Present
Morgan Stanley Wealth Management March 1991 - August 2010
Morgan Stanley Smith Barney March 1989 - August 2010
Skills
Equities, Investments, Trading, Alternative Investments, Asset Allocation, Wealth Management, Investment Advisory, Series 7, Investment Strategies, Hedge Funds, Mutual Funds, Wealth Management..., Fixed Income, Portfolio Management, Asset Managment, Investment Management, Series 65, Series 63, Retirement Planning, Securities, Hedging
Education
Cornell University 1963 — 1967
English
State University of New York at Stony Brook
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Imran Mohammed's Morgan Stanley Wealth Management Experience September 2009 - November 2009
Job Student at DePaul University
Industry Financial Services
Experience
Federal Reserve Bank of Chicago June 2010 - August 2010
MDI Investments December 2009 - January 2010
Morgan Stanley Wealth Management September 2009 - November 2009
Skills
Microsoft Excel, Financial Modeling, Market Research, English, Financial Analysis, Accounting, Strategic Planning, Public Speaking
Education
DePaul University
Bachelor of Applied Science (BASc), Finance Honors, minor in Accounting, 3.7 / 4.0
Federal Reserve Bank of Chicago June 2010 - August 2010
MDI Investments December 2009 - January 2010
Morgan Stanley Wealth Management September 2009 - November 2009
Skills
Microsoft Excel, Financial Modeling, Market Research, English, Financial Analysis, Accounting, Strategic Planning, Public Speaking
Education
DePaul University
Bachelor of Applied Science (BASc), Finance Honors, minor in Accounting, 3.7 / 4.0
Steven Bokron's Morgan Stanley Wealth Management Experience April 2010 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2010 - Present
Education
Dickinson College
BA, International Business & Management
The Loomis Chaffee School
Morgan Stanley Wealth Management April 2010 - Present
Education
Dickinson College
BA, International Business & Management
The Loomis Chaffee School
Arjun Sabharwal's Morgan Stanley Wealth Management Experience January 2014 - Present
Job Vice President at Morgan Stanley Wealth Management
Industry Information Technology and Services
Experience
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Wealth Management December 2009 - December 2013
Kroger July 2009 - November 2009
Skills
Computer Hardware, Business Analysis, SDLC, SQL
Education
University of Michigan-Dearborn 2007 — 2009
Bachelor of Engineering (B.E.), Computer Engineering
Washtenaw Community College 2005 — 2006
Bachelor of Engineering (B.E.), Computer Engineering
University of Pune 2002 — 2004
Bachelor of Engineering (B.E.), Computer Engineering
Delhi Public School - R. K. Puram 1995 — 2002
Physics, Computer Sciences, Mathematics, Chemistry, English
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Wealth Management December 2009 - December 2013
Kroger July 2009 - November 2009
Skills
Computer Hardware, Business Analysis, SDLC, SQL
Education
University of Michigan-Dearborn 2007 — 2009
Bachelor of Engineering (B.E.), Computer Engineering
Washtenaw Community College 2005 — 2006
Bachelor of Engineering (B.E.), Computer Engineering
University of Pune 2002 — 2004
Bachelor of Engineering (B.E.), Computer Engineering
Delhi Public School - R. K. Puram 1995 — 2002
Physics, Computer Sciences, Mathematics, Chemistry, English
Lyn Hensle-Hirsch's Morgan Stanley Wealth Management Experience October 2011 - Present
Job Managing Director, CAO of Wealth Management Operations at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2011 - Present
Morgan Stanley Smith Barney 2010 - September 2011
Morgan Stanley Smith Barney June 2009 - January 2010
Citi Smith Barney March 2005 - May 2009
Smith Barney April 1998 - February 2005
Paine Webber January 1996 - March 1998
Paine Webber January 1995 - December 1995
Paine Webber January 1992 - December 1994
Paine Webber January 1988 - December 1991
Skills
Series 7, Wealth Management, Financial Services, Series 63, Mutual Funds, Securities, Business Development, Management, Mergers & Acquisitions, Program Management, Asset Allocation, FINRA, Alternative Investments, Series 24, Leadership
Education
Dickinson College
Bachelor of Science, Biology
University of Pennsylvania - The Wharton School
Securities Industry Institute
Morgan Stanley Wealth Management October 2011 - Present
Morgan Stanley Smith Barney 2010 - September 2011
Morgan Stanley Smith Barney June 2009 - January 2010
Citi Smith Barney March 2005 - May 2009
Smith Barney April 1998 - February 2005
Paine Webber January 1996 - March 1998
Paine Webber January 1995 - December 1995
Paine Webber January 1992 - December 1994
Paine Webber January 1988 - December 1991
Skills
Series 7, Wealth Management, Financial Services, Series 63, Mutual Funds, Securities, Business Development, Management, Mergers & Acquisitions, Program Management, Asset Allocation, FINRA, Alternative Investments, Series 24, Leadership
Education
Dickinson College
Bachelor of Science, Biology
University of Pennsylvania - The Wharton School
Securities Industry Institute
Charles Truss's Morgan Stanley Wealth Management Experience October 2012 - May 2013
Job Financial Services Analyst/Helpdesk
Industry Information Technology and Services
Experience
Verizon Wireless July 2014 - March 2015
IX Web Hosting March 2014 - July 2014
Residential Finance May 2013 - November 2013
Morgan Stanley Wealth Management October 2012 - May 2013
JPMorgan Chase June 2011 - October 2012
JPMorgan Chase April 2010 - June 2011
Columbus Metropolitan Housing Authority April 2005 - March 2010
Skills
Team Leadership, Banking, Customer Service, Microsoft Excel, Team Building, Time Management, Reference Data, Coaching, Loan Origination
Education
DeVry University 2009 — 2011
Associate of Arts and Sciences (A.A.S.), Network and System Administration/Administrator
Verizon Wireless July 2014 - March 2015
IX Web Hosting March 2014 - July 2014
Residential Finance May 2013 - November 2013
Morgan Stanley Wealth Management October 2012 - May 2013
JPMorgan Chase June 2011 - October 2012
JPMorgan Chase April 2010 - June 2011
Columbus Metropolitan Housing Authority April 2005 - March 2010
Skills
Team Leadership, Banking, Customer Service, Microsoft Excel, Team Building, Time Management, Reference Data, Coaching, Loan Origination
Education
DeVry University 2009 — 2011
Associate of Arts and Sciences (A.A.S.), Network and System Administration/Administrator
Ralph Marzulla's Morgan Stanley Wealth Management Experience August 2003 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2003 - Present
Smith Barney June 1998 - July 2003
Various Casting Agencies May 1996 - December 1996
Boulder Station Hotel & Casino November 1995 - May 1996
National Funds January 1991 - October 1993
Round Hill Club July 1981 - December 1988
Skills
Investment Licensed..., Skip Barber Racing..., Series 63, Mutual Funds, Financial Advisory, Series 7, Trading
Education
DeSales University 1981 — 1985
BA, Business Management
Morgan Stanley Wealth Management August 2003 - Present
Smith Barney June 1998 - July 2003
Various Casting Agencies May 1996 - December 1996
Boulder Station Hotel & Casino November 1995 - May 1996
National Funds January 1991 - October 1993
Round Hill Club July 1981 - December 1988
Skills
Investment Licensed..., Skip Barber Racing..., Series 63, Mutual Funds, Financial Advisory, Series 7, Trading
Education
DeSales University 1981 — 1985
BA, Business Management
Steven Chung's Morgan Stanley Wealth Management Experience September 2004 - June 2005
Job Marketing Manager at Cisco
Industry Marketing and Advertising
Experience
Cisco September 2015 - Present
H.J. Heinz Company June 2014 - August 2014
Ernst & Young October 2011 - March 2013
Ernst & Young September 2009 - September 2011
Ernst & Young June 2008 - August 2008
Eisai June 2007 - August 2007
Morgan Stanley Wealth Management September 2004 - June 2005
Skills
Financial Services, Financial Modeling, Financial Advisory, Valuation, Due Diligence, Investment Banking, Financial Analysis, Market Research, Strategy, Finance
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA)
New York University - Leonard N. Stern School of Business 2005 — 2009
Finance and Accounting
The University of Hong Kong 2007 — 2007
Cisco September 2015 - Present
H.J. Heinz Company June 2014 - August 2014
Ernst & Young October 2011 - March 2013
Ernst & Young September 2009 - September 2011
Ernst & Young June 2008 - August 2008
Eisai June 2007 - August 2007
Morgan Stanley Wealth Management September 2004 - June 2005
Skills
Financial Services, Financial Modeling, Financial Advisory, Valuation, Due Diligence, Investment Banking, Financial Analysis, Market Research, Strategy, Finance
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA)
New York University - Leonard N. Stern School of Business 2005 — 2009
Finance and Accounting
The University of Hong Kong 2007 — 2007
Ryan Herter's Morgan Stanley Wealth Management Experience May 2011 - August 2011
Job Settlement Analyst at Golub Capital
Industry Banking
Experience
Golub Capital June 2014 - Present
U.S. Bank June 2013 - June 2014
Morgan Stanley Wealth Management May 2011 - August 2011
Skills
Financial Analysis, Team Leadership
Education
Creighton University's Heider College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Joliet West High School 2004 — 2008
Golub Capital June 2014 - Present
U.S. Bank June 2013 - June 2014
Morgan Stanley Wealth Management May 2011 - August 2011
Skills
Financial Analysis, Team Leadership
Education
Creighton University's Heider College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Joliet West High School 2004 — 2008
Ryan McCrackan's Morgan Stanley Wealth Management Experience June 2012 - May 2013
Job Analyst at Prairie Capital Advisors | Investment Banking | M&A | ESOP Advisory | Valuation
Industry Investment Banking
Experience
Prairie Capital Advisors, Inc. August 2014 - Present
CB3 Financial Group August 2013 - August 2014
Morgan Stanley Wealth Management June 2012 - May 2013
Northwestern Mutual May 2010 - September 2010
Skills
Bloomberg Terminal, Microsoft Excel, Financial Analysis, Finance, Microsoft Office, Investments, Portfolio Management, Equities, Valuation, Mergers & Acquisitions, Financial Modeling, Analysis, Corporate Finance, PowerPoint, Bloomberg, Trading, Data Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2013
Master of Science (M.S.), Finance, General, 3.614
Miami University 2006 — 2010
Finance, Classical Humanities
Prairie Capital Advisors, Inc. August 2014 - Present
CB3 Financial Group August 2013 - August 2014
Morgan Stanley Wealth Management June 2012 - May 2013
Northwestern Mutual May 2010 - September 2010
Skills
Bloomberg Terminal, Microsoft Excel, Financial Analysis, Finance, Microsoft Office, Investments, Portfolio Management, Equities, Valuation, Mergers & Acquisitions, Financial Modeling, Analysis, Corporate Finance, PowerPoint, Bloomberg, Trading, Data Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2013
Master of Science (M.S.), Finance, General, 3.614
Miami University 2006 — 2010
Finance, Classical Humanities
Bonnie Welch's Morgan Stanley Wealth Management Experience November 2014 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2014 - Present
Delaware City Schools August 2007 - July 2014
Olentangy Local Schools August 2000 - August 2007
Sarcom Technical Education 1998 - 2000
Skills
Instructional Technology, Educational Technology, Instructional Design, E-Learning, Distance Learning, Technology Integration, Moodle, Blended Learning, K-12, Adult Education, Curriculum Design, Curriculum Development, Classroom, Teacher Training, Educational Leadership, Learning Management, Instructor-led Training
Education
Ashland University 2006 — 2007
Education Licensure, 5-12 Education
Eastern Michigan University 1978 — 1982
Bachelor of Business Administration (BBA), Business Administration and Management, General
Morgan Stanley Wealth Management November 2014 - Present
Delaware City Schools August 2007 - July 2014
Olentangy Local Schools August 2000 - August 2007
Sarcom Technical Education 1998 - 2000
Skills
Instructional Technology, Educational Technology, Instructional Design, E-Learning, Distance Learning, Technology Integration, Moodle, Blended Learning, K-12, Adult Education, Curriculum Design, Curriculum Development, Classroom, Teacher Training, Educational Leadership, Learning Management, Instructor-led Training
Education
Ashland University 2006 — 2007
Education Licensure, 5-12 Education
Eastern Michigan University 1978 — 1982
Bachelor of Business Administration (BBA), Business Administration and Management, General
Kevin Tamras's Morgan Stanley Wealth Management Experience June 2012 - October 2012
Job Mortgage Loan Consultant at PHH Mortgage
Industry Financial Services
Experience
PHH Mortgage January 2013 - Present
Morgan Stanley Wealth Management June 2012 - October 2012
Skills
Able To Multi-task, Team Oriented, Team Leadership, Banking, Microsoft Office, Data Analysis, Adaptive, Organizing, Competitive Strategy, Excel, Skilled Communicator, Writing Skills, Mortgage Lending, Loans
Education
DePaul University 2009 — 2012
Bachelor's degree, Finance, General
PHH Mortgage January 2013 - Present
Morgan Stanley Wealth Management June 2012 - October 2012
Skills
Able To Multi-task, Team Oriented, Team Leadership, Banking, Microsoft Office, Data Analysis, Adaptive, Organizing, Competitive Strategy, Excel, Skilled Communicator, Writing Skills, Mortgage Lending, Loans
Education
DePaul University 2009 — 2012
Bachelor's degree, Finance, General
Judson McNatt's Morgan Stanley Wealth Management Experience June 2013 - August 2013
Job Capital Forecasting & Analysis Associate at M&T Bank
Industry Banking
Experience
M&T Bank July 2014 - Present
Duke University August 2010 - May 2014
Morgan Stanley Wealth Management June 2013 - August 2013
Merrill Lynch May 2012 - June 2012
Bixler Consulting Group May 2011 - August 2011
Skills
Microsoft Office, Matlab, Microsoft Excel, Microsoft Word, PowerPoint
Education
Duke University 2010 — 2014
Bachelor of Science (BS), Economics and Psychology
The Westminster Schools 2004 — 2010
M&T Bank July 2014 - Present
Duke University August 2010 - May 2014
Morgan Stanley Wealth Management June 2013 - August 2013
Merrill Lynch May 2012 - June 2012
Bixler Consulting Group May 2011 - August 2011
Skills
Microsoft Office, Matlab, Microsoft Excel, Microsoft Word, PowerPoint
Education
Duke University 2010 — 2014
Bachelor of Science (BS), Economics and Psychology
The Westminster Schools 2004 — 2010
Janet Damisch's Morgan Stanley Wealth Management Experience May 2013 - February 2014
Job Project Coordinator
Industry Executive Office
Experience
Fullerton Engineering Consultants, Inc. April 2014 - July 2015
Morgan Stanley Wealth Management May 2013 - February 2014
GLOBAL PHARMADEVICE SOLUTIONS, LLC October 2012 - December 2012
GE Healthcare October 2003 - June 2009
Kildeer Countryside CCSD 96 September 2000 - September 2003
Skills
Data Entry, Outlook, Invoicing, Spreadsheets, Microsoft Excel, Customer Service, Fax, Databases, Administrative..., Office Management, PowerPoint, Microsoft Office, Security, Office Administration, Microsoft Word
Education
DePaul University
Accounting
Downers Grove North High School, 4436 Main Street, Downers Grove, IL 60515
Fullerton Engineering Consultants, Inc. April 2014 - July 2015
Morgan Stanley Wealth Management May 2013 - February 2014
GLOBAL PHARMADEVICE SOLUTIONS, LLC October 2012 - December 2012
GE Healthcare October 2003 - June 2009
Kildeer Countryside CCSD 96 September 2000 - September 2003
Skills
Data Entry, Outlook, Invoicing, Spreadsheets, Microsoft Excel, Customer Service, Fax, Databases, Administrative..., Office Management, PowerPoint, Microsoft Office, Security, Office Administration, Microsoft Word
Education
DePaul University
Accounting
Downers Grove North High School, 4436 Main Street, Downers Grove, IL 60515
Brian Yoon's Morgan Stanley Wealth Management Experience February 2010 - Present
Job Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2010 - Present
Citigroup 1997 - 2010
Skills
Series 7, Wealth Management, Mutual Funds, Equities, Securities, Fixed Income, Alternative Investments, Asset Allocation, Portfolio Management, Asset Management, Investments, Investment Advisory, FINRA, Capital Markets, Financial Services, Bloomberg, Investment Management, ETFs
Education
Cornell University 1991 — 1995
BA, Biology
Morgan Stanley Wealth Management February 2010 - Present
Citigroup 1997 - 2010
Skills
Series 7, Wealth Management, Mutual Funds, Equities, Securities, Fixed Income, Alternative Investments, Asset Allocation, Portfolio Management, Asset Management, Investments, Investment Advisory, FINRA, Capital Markets, Financial Services, Bloomberg, Investment Management, ETFs
Education
Cornell University 1991 — 1995
BA, Biology
Michael Haberman, CRPC's Morgan Stanley Wealth Management Experience November 2002 - November 2007
Job Vice President Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2007 - Present
Morgan Stanley Wealth Management November 2002 - November 2007
Skills
Wealth Management, Investments, Retirement Planning
Education
Drexel University 1998 — 2002
Undergradute, Finance, Marketing
Merrill Lynch November 2007 - Present
Morgan Stanley Wealth Management November 2002 - November 2007
Skills
Wealth Management, Investments, Retirement Planning
Education
Drexel University 1998 — 2002
Undergradute, Finance, Marketing
Joseph Hinshaw IV's Morgan Stanley Wealth Management Experience October 2012 - Present
Job Project Manager, Field Management at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2012 - Present
Morgan Stanley Smith Barney September 2007 - October 2012
Morgan Stanley Smith Barney January 2003 - September 2007
Performance Specialist Group June 2002 - August 2002
A.G. Edwards & Sons, Inc. June 2000 - September 2000
Lyden Dolan Nick, LLC June 1998 - January 1999
Skills
FINRA Series 7, FINRA Series 63, FINRA Series 65, FINRA Series 3
Education
Drew University 1999 — 2003
Bachelor's degree, Economics
Morgan Stanley Wealth Management October 2012 - Present
Morgan Stanley Smith Barney September 2007 - October 2012
Morgan Stanley Smith Barney January 2003 - September 2007
Performance Specialist Group June 2002 - August 2002
A.G. Edwards & Sons, Inc. June 2000 - September 2000
Lyden Dolan Nick, LLC June 1998 - January 1999
Skills
FINRA Series 7, FINRA Series 63, FINRA Series 65, FINRA Series 3
Education
Drew University 1999 — 2003
Bachelor's degree, Economics
Kevin Brazitis's Morgan Stanley Wealth Management Experience August 2012 - September 2013
Job Analyst at BofA Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch September 2013 - Present
Morgan Stanley Wealth Management August 2012 - September 2013
Navigant Capital Advisors June 2011 - August 2011
Skills
Financial Modeling, Mergers
Education
Cornell University 2008 — 2012
Bachelor of Science (B.S.), Applied Economics and Management
Bank of America Merrill Lynch September 2013 - Present
Morgan Stanley Wealth Management August 2012 - September 2013
Navigant Capital Advisors June 2011 - August 2011
Skills
Financial Modeling, Mergers
Education
Cornell University 2008 — 2012
Bachelor of Science (B.S.), Applied Economics and Management
Rickita Owens's Morgan Stanley Wealth Management Experience April 2006 - Present
Job Registered Client Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2006 - Present
Education
Cuyahoga Community College
Indiana Wesleyan University
Bachelor of Science (BS), Business Administration and Management, General
Morgan Stanley Wealth Management April 2006 - Present
Education
Cuyahoga Community College
Indiana Wesleyan University
Bachelor of Science (BS), Business Administration and Management, General
Karin McLaughlin's Morgan Stanley Wealth Management Experience January 2005 - September 2012
Job Investor Relations at The Gladstone Companies
Industry Financial Services
Experience
The Gladstone Companies November 2012 - Present
Morgan Stanley Wealth Management January 2005 - September 2012
Red Peg Marketing 2008 - 2008
Skills
Event Planning, Microsoft Office, Microsoft Excel, Salesforce.com, PowerPoint, Investments, Event Management, Microsoft Word, Fundraising, Research, Strategic Planning, Social Media
Education
East Carolina University 2000 — 2004
Bachelor's degree, Education
The Gladstone Companies November 2012 - Present
Morgan Stanley Wealth Management January 2005 - September 2012
Red Peg Marketing 2008 - 2008
Skills
Event Planning, Microsoft Office, Microsoft Excel, Salesforce.com, PowerPoint, Investments, Event Management, Microsoft Word, Fundraising, Research, Strategic Planning, Social Media
Education
East Carolina University 2000 — 2004
Bachelor's degree, Education
Anthony Monacelli's Morgan Stanley Wealth Management Experience May 2012 - August 2012
Job Restaurants Professional
Industry Restaurants
Experience
Gubbio’s Restaurant June 2010 - Present
Gubbio's Resturant 2010 - Present
Morgan Stanley May 2012 - August 2012
Morgan Stanley Wealth Management May 2012 - August 2012
J.R. Contruction May 2011 - August 2011
JR Construction May 2009 - August 2009
Skills
Customer Service, Employee Management, Teamwork, Team Management, Team Leadership, Public Speaking, Public Relations, Skilled Labor, Microsoft Office, Microsoft Excel, Microsoft Word, Sales, Leadership, Time Management, PowerPoint, Research, Market Research, Telecommunications, Social Networking, Inventory Management, Operations Management, Training, Strategic Planning, Team Building, Event Planning, Coaching, Event Management
Education
East Stroudsburg University of Pennsylvania 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
East Stroudsburg University of Pennsylvania
Bachelor’s of Science Degree, Business Management & Administration
West Scranton High School
High School Diploma
Gubbio’s Restaurant June 2010 - Present
Gubbio's Resturant 2010 - Present
Morgan Stanley May 2012 - August 2012
Morgan Stanley Wealth Management May 2012 - August 2012
J.R. Contruction May 2011 - August 2011
JR Construction May 2009 - August 2009
Skills
Customer Service, Employee Management, Teamwork, Team Management, Team Leadership, Public Speaking, Public Relations, Skilled Labor, Microsoft Office, Microsoft Excel, Microsoft Word, Sales, Leadership, Time Management, PowerPoint, Research, Market Research, Telecommunications, Social Networking, Inventory Management, Operations Management, Training, Strategic Planning, Team Building, Event Planning, Coaching, Event Management
Education
East Stroudsburg University of Pennsylvania 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
East Stroudsburg University of Pennsylvania
Bachelor’s of Science Degree, Business Management & Administration
West Scranton High School
High School Diploma
Douglas Skrypa's Morgan Stanley Wealth Management Experience June 2012 - Present
Job Student at Drexel University
Industry Information Technology and Services
Experience
Morgan Stanley Wealth Management June 2012 - Present
Education
Drexel University 2011 — 2014
Morgan Stanley Wealth Management June 2012 - Present
Education
Drexel University 2011 — 2014
Levent Abbak's Morgan Stanley Wealth Management Experience June 2014 - Present
Job Fraud Analyst at Morgan Stanley Smith Barney
Industry Information Technology and Services
Experience
Morgan Stanley Wealth Management June 2014 - Present
Corporate Technologies LLC December 2013 - May 2014
Skills
Employee Relations, Personnel Management, Coaching, Human Resources, Technical Recruiting, Benefits Administration, Performance Management, Employee Engagement, Talent Management, Applicant Tracking..., Talent Acquisition, HRIS, Sourcing, Employee Training, Organizational..., Recruiting, Training, Employee Benefits, Interviews, Onboarding, Deferred Compensation, Workforce Planning, Project Management, Public Speaking, Wealth Management, Fraud Detection, IT Audit, Financial Audits, Security, Microsoft Office, Enterprise Risk..., Operational Risk, Risk Assessment, Sales, Risk Management, Risk Analysis, Financial Risk, Microsoft Excel, Access, PowerPoint, Management, Data Analysis, Leadership, Microsoft Word, Teamwork, Analysis
Education
New Jersey Institute of Technology 2009 — 2013
Bachelor of Science (B.S.), Information Technology
County College of Morris 2008 — 2009
Criminal Justice
Morgan Stanley Wealth Management June 2014 - Present
Corporate Technologies LLC December 2013 - May 2014
Skills
Employee Relations, Personnel Management, Coaching, Human Resources, Technical Recruiting, Benefits Administration, Performance Management, Employee Engagement, Talent Management, Applicant Tracking..., Talent Acquisition, HRIS, Sourcing, Employee Training, Organizational..., Recruiting, Training, Employee Benefits, Interviews, Onboarding, Deferred Compensation, Workforce Planning, Project Management, Public Speaking, Wealth Management, Fraud Detection, IT Audit, Financial Audits, Security, Microsoft Office, Enterprise Risk..., Operational Risk, Risk Assessment, Sales, Risk Management, Risk Analysis, Financial Risk, Microsoft Excel, Access, PowerPoint, Management, Data Analysis, Leadership, Microsoft Word, Teamwork, Analysis
Education
New Jersey Institute of Technology 2009 — 2013
Bachelor of Science (B.S.), Information Technology
County College of Morris 2008 — 2009
Criminal Justice
Johnathan Onoman's Morgan Stanley Wealth Management Experience April 2003 - Present
Job Senior Customer Representative at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2003 - Present
SAP January 2001 - March 2003
Taos March 2000 - December 2000
Skills
Portfolio Management, Management, Leadership, Customer Service, Data Analysis, Technical Support, Help Desk Support, Windows, VBA, SQL
Education
Dixie State College 1983 — 1985
Associate of Science (AS), Medicine
Morgan Stanley Wealth Management April 2003 - Present
SAP January 2001 - March 2003
Taos March 2000 - December 2000
Skills
Portfolio Management, Management, Leadership, Customer Service, Data Analysis, Technical Support, Help Desk Support, Windows, VBA, SQL
Education
Dixie State College 1983 — 1985
Associate of Science (AS), Medicine
Shazeen Taiyabi's Morgan Stanley Wealth Management Experience May 2005 - September 2007
Job Financial Advisor
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2005 - September 2007
HSBC October 1999 - November 2002
Skills
Finance, Strategy, Asset Allocation, Investments, Portfolio Management
Education
University of Wollongong
MBA
Delhi University 1996 — 1999
Bachelor of Commerce (BCom), Accounting and Business/Management
Morgan Stanley Wealth Management May 2005 - September 2007
HSBC October 1999 - November 2002
Skills
Finance, Strategy, Asset Allocation, Investments, Portfolio Management
Education
University of Wollongong
MBA
Delhi University 1996 — 1999
Bachelor of Commerce (BCom), Accounting and Business/Management
James E. Clark's Morgan Stanley Wealth Management Experience May 2012 - December 2013
Job Experienced, dependable employee with an outgoing personality and strong work ethic.
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2012 - December 2013
Eastern Illinois University August 2009 - May 2012
Cook County Adult Probation Deptartment May 2010 - July 2010
Education
Eastern Illinois University 2009 — 2012
Bachelor's Degree, Psychology, 3.2
Morgan Stanley Wealth Management May 2012 - December 2013
Eastern Illinois University August 2009 - May 2012
Cook County Adult Probation Deptartment May 2010 - July 2010
Education
Eastern Illinois University 2009 — 2012
Bachelor's Degree, Psychology, 3.2
Scott Leinen's Morgan Stanley Wealth Management Experience July 1996 - January 2013
Job First Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management January 2013 - Present
Morgan Stanley Wealth Management July 1996 - January 2013
InfoUSA June 1993 - July 1996
Arthur Andersen August 1991 - April 1993
Education
Creighton University 1989 — 1991
Bachelor of Science (BS), Accounting, Magna Cum Laude
University of Iowa 1986 — 1988
Accounting
RBC Wealth Management January 2013 - Present
Morgan Stanley Wealth Management July 1996 - January 2013
InfoUSA June 1993 - July 1996
Arthur Andersen August 1991 - April 1993
Education
Creighton University 1989 — 1991
Bachelor of Science (BS), Accounting, Magna Cum Laude
University of Iowa 1986 — 1988
Accounting
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.