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
Jason Wu Jason Wu's Morgan Stanley Wealth Management Experience July 2011 - August 2011
Job Creative Production Manager, Ad Creative Technology at Yahoo
Industry Online Media
Experience
Yahoo 2015 - Present
BrightRoll (acquired by Yahoo) April 2014 - July 2015
BrightRoll October 2013 - April 2014
Quantcast March 2013 - October 2013
University of California, Davis Graduate School of Management August 2011 - September 2012
Campuscred October 2011 - June 2012
Morgan Stanley Wealth Management July 2011 - August 2011
Skills
Marketing, Salesforce.com, Excel, Online Advertising, Leadership, Lead Qualification, Display Advertising, Marketing Automation, Data Analysis, Digital Media, HTML, RTB, VAST/VPAID, Ad Trafficking, Advertising, Digital Marketing
Education
University of California, Davis 2010 — 2012
Bachelor of Arts (B.A.), Economics
Foothill College 2008 — 2010
Monta Vista High School 2004 — 2008
Yahoo 2015 - Present
BrightRoll (acquired by Yahoo) April 2014 - July 2015
BrightRoll October 2013 - April 2014
Quantcast March 2013 - October 2013
University of California, Davis Graduate School of Management August 2011 - September 2012
Campuscred October 2011 - June 2012
Morgan Stanley Wealth Management July 2011 - August 2011
Skills
Marketing, Salesforce.com, Excel, Online Advertising, Leadership, Lead Qualification, Display Advertising, Marketing Automation, Data Analysis, Digital Media, HTML, RTB, VAST/VPAID, Ad Trafficking, Advertising, Digital Marketing
Education
University of California, Davis 2010 — 2012
Bachelor of Arts (B.A.), Economics
Foothill College 2008 — 2010
Monta Vista High School 2004 — 2008
Michael Paul Radecke Michael Paul Radecke's Morgan Stanley Wealth Management Experience June 2013 - August 2013
Job KCB Management Associate at KeyBank
Industry Marketing and Advertising
Experience
KeyBank July 2014 - Present
Emerson College January 2012 - May 2014
Equinox September 2013 - December 2013
Morgan Stanley Wealth Management June 2013 - August 2013
Foxys Restaurant July 2006 - August 2013
Skills
Art, Entrepreneurial Skills, Business Strategy, Business Planning, Marketing, Marketing Communications, Sales, Leadership, Event Planning, Blogging, Press Releases, Event Management, Facebook, Social Media
Education
Emerson College 2012 — 2014
Marketing Communication
Furman University 2010 — 2011
KeyBank July 2014 - Present
Emerson College January 2012 - May 2014
Equinox September 2013 - December 2013
Morgan Stanley Wealth Management June 2013 - August 2013
Foxys Restaurant July 2006 - August 2013
Skills
Art, Entrepreneurial Skills, Business Strategy, Business Planning, Marketing, Marketing Communications, Sales, Leadership, Event Planning, Blogging, Press Releases, Event Management, Facebook, Social Media
Education
Emerson College 2012 — 2014
Marketing Communication
Furman University 2010 — 2011
Jay Nix's Morgan Stanley Wealth Management Experience December 2006 - February 2008
Job Retirement Counselor at Empower Retirement, City of Tallahassee
Industry Financial Services
Experience
EMPOWER Retirement June 2015 - Present
Prudential Financial August 2013 - June 2015
Hancock Bank January 2013 - August 2013
VALIC June 2008 - January 2013
Morgan Stanley Wealth Management December 2006 - February 2008
Skills
Retirement, Retirement Planning, Series 7, 401k, Investment Strategies, Investment Selection, Financial Markets, Trusted Advisor, Insurance, Finance, Tax, Financial Advisory, Financial Risk, Employee Benefits, Wealth Management, Investments, Credit, Mutual Funds, Banking, Portfolio Management, Strategic Financial..., Risk Management, Loans, Mortgage Lending, Securities, Series 63, Financial Analysis, Financial Services, Credit Analysis, Investment Advisory, Asset Allocation, Series 6, IRAs, Uniform Combined State..., Financial Planning
Education
Florida State University 1983 — 1985
Bachelor of Science, Political Science, Summa Cum Laude
EMPOWER Retirement June 2015 - Present
Prudential Financial August 2013 - June 2015
Hancock Bank January 2013 - August 2013
VALIC June 2008 - January 2013
Morgan Stanley Wealth Management December 2006 - February 2008
Skills
Retirement, Retirement Planning, Series 7, 401k, Investment Strategies, Investment Selection, Financial Markets, Trusted Advisor, Insurance, Finance, Tax, Financial Advisory, Financial Risk, Employee Benefits, Wealth Management, Investments, Credit, Mutual Funds, Banking, Portfolio Management, Strategic Financial..., Risk Management, Loans, Mortgage Lending, Securities, Series 63, Financial Analysis, Financial Services, Credit Analysis, Investment Advisory, Asset Allocation, Series 6, IRAs, Uniform Combined State..., Financial Planning
Education
Florida State University 1983 — 1985
Bachelor of Science, Political Science, Summa Cum Laude
Yanilda Martinez Yanilda Martinez's Morgan Stanley Wealth Management Experience May 2011 - Present
Job Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2011 - Present
Fray Tax and Business Services October 2010 - October 2011
UBS September 2010 - January 2011
Fordham University May 2009 - July 2010
Skills
Fixed Annuities, Microsoft Excel, Account Management, PowerPoint, Finance, Microsoft Office, Cold Calling, Alternative Investments, Outlook, Tax, Life Insurance, Spanish, Microsoft Word, Financial Services, Financial Analysis, Wealth Management, Analysis, Project Management
Education
Fordham University 2007 — 2011
Bachelor of Arts (B.A.), Political Science and Government
Morgan Stanley Wealth Management May 2011 - Present
Fray Tax and Business Services October 2010 - October 2011
UBS September 2010 - January 2011
Fordham University May 2009 - July 2010
Skills
Fixed Annuities, Microsoft Excel, Account Management, PowerPoint, Finance, Microsoft Office, Cold Calling, Alternative Investments, Outlook, Tax, Life Insurance, Spanish, Microsoft Word, Financial Services, Financial Analysis, Wealth Management, Analysis, Project Management
Education
Fordham University 2007 — 2011
Bachelor of Arts (B.A.), Political Science and Government
Jessica De Angelis Jessica De Angelis's Morgan Stanley Wealth Management Experience February 2009 - May 2010
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs September 2013 - Present
Fortress Investment Group December 2012 - September 2013
PepsiCo July 2010 - December 2012
Morgan Stanley Wealth Management February 2009 - May 2010
AIG June 2008 - August 2009
Skills
Financial Analysis, Team Leadership, Forecasting
Education
Fordham University 2008 — 2010
Bachelor of Science (BS), Finance, General
University of South Carolina-Columbia 2006 — 2008
Goldman Sachs September 2013 - Present
Fortress Investment Group December 2012 - September 2013
PepsiCo July 2010 - December 2012
Morgan Stanley Wealth Management February 2009 - May 2010
AIG June 2008 - August 2009
Skills
Financial Analysis, Team Leadership, Forecasting
Education
Fordham University 2008 — 2010
Bachelor of Science (BS), Finance, General
University of South Carolina-Columbia 2006 — 2008
Cindy Rowland's Morgan Stanley Wealth Management Experience July 2008 - March 2012
Job Senior Financial Advisor | Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2012 - Present
Morgan Stanley Wealth Management July 2008 - March 2012
State Farm August 2002 - April 2008
Lincoln Financial Group December 2000 - August 2002
Rowland Family Management November 1996 - November 2000
Hill Design April 1990 - September 1996
Enterprise Capital 1987 - 1990
VanKampen 1984 - 1987
Nuveen Investments 1981 - 1984
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Series 63, IRAs, Multi-generational..., Building Relationships, Estate Planning
Education
Xavier University 2013 — 2016
Bachelor of Arts (BA)
Florida International University 1980 — 1981
Miami International University of Art and Design 1977 — 1979
Associate of Arts (AA)
Merrill Lynch March 2012 - Present
Morgan Stanley Wealth Management July 2008 - March 2012
State Farm August 2002 - April 2008
Lincoln Financial Group December 2000 - August 2002
Rowland Family Management November 1996 - November 2000
Hill Design April 1990 - September 1996
Enterprise Capital 1987 - 1990
VanKampen 1984 - 1987
Nuveen Investments 1981 - 1984
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Series 63, IRAs, Multi-generational..., Building Relationships, Estate Planning
Education
Xavier University 2013 — 2016
Bachelor of Arts (BA)
Florida International University 1980 — 1981
Miami International University of Art and Design 1977 — 1979
Associate of Arts (AA)
Christianna Wymbs Christianna Wymbs's Morgan Stanley Wealth Management Experience January 2014 - May 2014
Job Middle Office Intern at Davidson Kempner Capital Management
Industry
Experience
Davidson Kempner Capital Management June 2015 - Present
NYSSA March 2014 - Present
J.P. Morgan October 2013 - Present
Tower Group Companies June 2014 - July 2014
Morgan Stanley Wealth Management January 2014 - May 2014
Smart Woman Securities March 2014 - March 2014
Fordham University January 2013 - 2014
Collas Tennis Enterprise June 2011 - August 2013
The Compass Fellowship with the Kenneth Cole Foundation September 2012 - May 2013
Belleayre Mountain Ski Center 2011 - 2013
Skills
Microsoft Office, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, Bloomberg Terminal, Graphic Design, Leadership, Strategy, Blogging, Social Networking, Editing
Education
Fordham University 2012 — 2016
Finance Major, Economics Minor, Alternative Investments Concentration, 3.947
Byram Hills High School 2008 — 2012
High School Diploma
Davidson Kempner Capital Management June 2015 - Present
NYSSA March 2014 - Present
J.P. Morgan October 2013 - Present
Tower Group Companies June 2014 - July 2014
Morgan Stanley Wealth Management January 2014 - May 2014
Smart Woman Securities March 2014 - March 2014
Fordham University January 2013 - 2014
Collas Tennis Enterprise June 2011 - August 2013
The Compass Fellowship with the Kenneth Cole Foundation September 2012 - May 2013
Belleayre Mountain Ski Center 2011 - 2013
Skills
Microsoft Office, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, Bloomberg Terminal, Graphic Design, Leadership, Strategy, Blogging, Social Networking, Editing
Education
Fordham University 2012 — 2016
Finance Major, Economics Minor, Alternative Investments Concentration, 3.947
Byram Hills High School 2008 — 2012
High School Diploma
Joel Reitzes's Morgan Stanley Wealth Management Experience August 2006 - May 2014
Job Field Engagement Specialist at UBS
Industry Financial Services
Experience
UBS June 2014 - Present
Morgan Stanley Wealth Management August 2006 - May 2014
Skills
Marketing, Communicaitons, Advertising, Series 7, Series 24, Script-writing, Adobe, InDesign, Illustrator, Photoshop, Microsoft Office, Dreamweaver, Mutual Funds, Budgets, Program Management
Education
Florida State University 2001 — 2005
Bachelor of Arts (B.A.), Mass Communication/Media Studies
UBS June 2014 - Present
Morgan Stanley Wealth Management August 2006 - May 2014
Skills
Marketing, Communicaitons, Advertising, Series 7, Series 24, Script-writing, Adobe, InDesign, Illustrator, Photoshop, Microsoft Office, Dreamweaver, Mutual Funds, Budgets, Program Management
Education
Florida State University 2001 — 2005
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Curt Simmons Curt Simmons's Morgan Stanley Wealth Management Experience 2009 - 2012
Job Financial Advisor at Wheeler Financial
Industry Financial Services
Experience
Wheeler Financial November 2014 - Present
MIOGA Ventures 2012 - 2013
Morgan Stanley Wealth Management 2009 - 2012
Barclaycard 2007 - 2009
iQor June 2006 - August 2006
Skills
Analysis, Business Analysis, Financial Analysis, Data Analysis, Competitive Analysis, Market Analysis, Marketing, Direct Marketing, Market Research, Strategic Financial..., Personal Financial..., Credit Analysis, Credit Risk, Credit Cards
Education
Emory University 2004 — 2008
B.A., Economics
The Tatnall Scholl
Wheeler Financial November 2014 - Present
MIOGA Ventures 2012 - 2013
Morgan Stanley Wealth Management 2009 - 2012
Barclaycard 2007 - 2009
iQor June 2006 - August 2006
Skills
Analysis, Business Analysis, Financial Analysis, Data Analysis, Competitive Analysis, Market Analysis, Marketing, Direct Marketing, Market Research, Strategic Financial..., Personal Financial..., Credit Analysis, Credit Risk, Credit Cards
Education
Emory University 2004 — 2008
B.A., Economics
The Tatnall Scholl
Shawn Kolar's Morgan Stanley Wealth Management Experience April 2000 - December 2003
Job Financial Advisor, First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors November 2008 - Present
Bank of America December 2003 - November 2008
Morgan Stanley Wealth Management April 2000 - December 2003
Skills
Investments, Retirement Planning, Finance, 401k Rollovers, Fixed Income Strategies, Retirement Plan..., Bonds, Insurance, Wealth Management, Asset Allocation, Investment Strategies, business-succession..., Financial Advisory, Retirement, Mutual Funds, Fixed Annuities, Securities, Series 7
Education
Florida State University 1996 — 2000
Bachelor of Science (B.S.), Finance, General
George Jenkins High School 1993 — 1996
Wells Fargo Advisors November 2008 - Present
Bank of America December 2003 - November 2008
Morgan Stanley Wealth Management April 2000 - December 2003
Skills
Investments, Retirement Planning, Finance, 401k Rollovers, Fixed Income Strategies, Retirement Plan..., Bonds, Insurance, Wealth Management, Asset Allocation, Investment Strategies, business-succession..., Financial Advisory, Retirement, Mutual Funds, Fixed Annuities, Securities, Series 7
Education
Florida State University 1996 — 2000
Bachelor of Science (B.S.), Finance, General
George Jenkins High School 1993 — 1996
Sabrina Weiser-Min Sabrina Weiser-Min's Morgan Stanley Wealth Management Experience May 2013 - May 2014
Job Director of Operations
Industry Marketing and Advertising
Experience
FAIRCHILD BALDWIN September 2014 - Present
FAIRCHILD BALDWIN January 2014 - September 2014
Morgan Stanley Wealth Management May 2013 - May 2014
Vogue China/ Vogue Japan May 2012 - August 2012
J.Crew October 2011 - January 2012
Peerless Clothing Inc. May 2011 - June 2011
Skills
Microsoft Excel, Photoshop, Adobe Creative Suite, InDesign, Illustrator, PowerPoint, Microsoft Word, Trend, Sales, Fashion
Education
Fordham Gabelli School of Business 2013 — 2015
Bachelor of Science (B.S.), Marketing
New York University 2013 — 2013
January Term Marketing
Parsons School of Design 2011 — 2013
Bachelor of Business Administration (BBA), Design and Management
Parsons School of Design 2010 — 2010
Pre-College, Architecture
Parsons School of Design 2009 — 2009
Pre-College, Introduction to Design and Management
FAIRCHILD BALDWIN September 2014 - Present
FAIRCHILD BALDWIN January 2014 - September 2014
Morgan Stanley Wealth Management May 2013 - May 2014
Vogue China/ Vogue Japan May 2012 - August 2012
J.Crew October 2011 - January 2012
Peerless Clothing Inc. May 2011 - June 2011
Skills
Microsoft Excel, Photoshop, Adobe Creative Suite, InDesign, Illustrator, PowerPoint, Microsoft Word, Trend, Sales, Fashion
Education
Fordham Gabelli School of Business 2013 — 2015
Bachelor of Science (B.S.), Marketing
New York University 2013 — 2013
January Term Marketing
Parsons School of Design 2011 — 2013
Bachelor of Business Administration (BBA), Design and Management
Parsons School of Design 2010 — 2010
Pre-College, Architecture
Parsons School of Design 2009 — 2009
Pre-College, Introduction to Design and Management
Conny De la Torre's Morgan Stanley Wealth Management Experience June 2014 - Present
Job Registered Client Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2014 - Present
Merrill Lynch April 2013 - June 2014
Olidelton America Corp. May 2009 - March 2013
Self Employed May 2005 - March 2013
Skills
Leadership, Marketing, Accounting, PowerPoint, Customer Service, Management, Spanish, Microsoft Excel, Microsoft Word, Business, Sales, Entrepreneurship, Teamwork, Financial Analysis, Finance, Banking, Coordination, Business Development, Social Networking, Advertising, Market Research, Project Management, Event Planning, Strategic Planning, Microsoft Office, Data Analysis, Marketing Strategy, Public Speaking, Trading, Social Media Marketing, Outlook, Online Marketing, Salesforce.com, Negotiation, New Business Development, Securities, Innovation, Marketing Research, Office Management, Business Objects, Packaging, Pricing, Quality Management, Problem Solving, English, Sales Management, Critical Thinking, Analytical Skills, Series 7, Series 66
Education
Florida International University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General, 3.85
Florida International University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Marketing, 3.85
Miami Dade College 2009 — 2010
Associate of Arts (A.A.), Business Administration and Management, General, 3.66
Morgan Stanley Wealth Management June 2014 - Present
Merrill Lynch April 2013 - June 2014
Olidelton America Corp. May 2009 - March 2013
Self Employed May 2005 - March 2013
Skills
Leadership, Marketing, Accounting, PowerPoint, Customer Service, Management, Spanish, Microsoft Excel, Microsoft Word, Business, Sales, Entrepreneurship, Teamwork, Financial Analysis, Finance, Banking, Coordination, Business Development, Social Networking, Advertising, Market Research, Project Management, Event Planning, Strategic Planning, Microsoft Office, Data Analysis, Marketing Strategy, Public Speaking, Trading, Social Media Marketing, Outlook, Online Marketing, Salesforce.com, Negotiation, New Business Development, Securities, Innovation, Marketing Research, Office Management, Business Objects, Packaging, Pricing, Quality Management, Problem Solving, English, Sales Management, Critical Thinking, Analytical Skills, Series 7, Series 66
Education
Florida International University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General, 3.85
Florida International University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Marketing, 3.85
Miami Dade College 2009 — 2010
Associate of Arts (A.A.), Business Administration and Management, General, 3.66
Sam Beardsley Sam Beardsley's Morgan Stanley Wealth Management Experience October 2011 - September 2012
Job Owner
Industry Restaurants
Experience
Crossfire, LLC May 2015 - Present
6512' Restaurant and Lounge January 2013 - Present
Local-first June 2014 - May 2015
Pine River Valley Bank February 2014 - May 2015
Morgan Stanley Wealth Management October 2011 - September 2012
Skills
Marketing Strategy, Entrepreneurship, New Business Development, Food, Marketing, Business Strategy, Social Media Marketing, Sales Management, Strategic Planning, Small Business, Social Media, Start-ups, Team Building, Coaching, Product Development, Advertising, Business Planning, Event Management, Sales, Management
Education
Fort Lewis College 2004 — 2008
Bachelor of Arts (BA), Finance, General
Crossfire, LLC May 2015 - Present
6512' Restaurant and Lounge January 2013 - Present
Local-first June 2014 - May 2015
Pine River Valley Bank February 2014 - May 2015
Morgan Stanley Wealth Management October 2011 - September 2012
Skills
Marketing Strategy, Entrepreneurship, New Business Development, Food, Marketing, Business Strategy, Social Media Marketing, Sales Management, Strategic Planning, Small Business, Social Media, Start-ups, Team Building, Coaching, Product Development, Advertising, Business Planning, Event Management, Sales, Management
Education
Fort Lewis College 2004 — 2008
Bachelor of Arts (BA), Finance, General
Domenic Matera's Morgan Stanley Wealth Management Experience 2004 - Present
Job Executive Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2004 - Present
Skills
Fixed Income, Financial Analysis, Series 7, Capital Markets, Bonds, Bloomberg, Series 24, Series 63, High Yield, Series 55
Education
Fordham Gabelli School of Business 2005 — 2008
MBA, Finance
Villanova University 1997 — 2001
BSBA, Finance
Morgan Stanley Wealth Management 2004 - Present
Skills
Fixed Income, Financial Analysis, Series 7, Capital Markets, Bonds, Bloomberg, Series 24, Series 63, High Yield, Series 55
Education
Fordham Gabelli School of Business 2005 — 2008
MBA, Finance
Villanova University 1997 — 2001
BSBA, Finance
Olivia Matteis's Morgan Stanley Wealth Management Experience June 2014 - August 2014
Job Finance Intern at Morgan Stanley Wealth Management
Industry
Experience
Morgan Stanley Wealth Management June 2014 - August 2014
Wakefern Food Corp. May 2013 - August 2013
Wakefern Food Corp. May 2012 - August 2012
Education
Elon University - Martha and Spencer Love School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General, Senior
Immaculate Heart Academy 2007 — 2011
Morgan Stanley Wealth Management June 2014 - August 2014
Wakefern Food Corp. May 2013 - August 2013
Wakefern Food Corp. May 2012 - August 2012
Education
Elon University - Martha and Spencer Love School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General, Senior
Immaculate Heart Academy 2007 — 2011
Blaise Roth's Morgan Stanley Wealth Management Experience May 2010 - August 2010
Job Valuation Associate at PwC
Industry Financial Services
Experience
PwC September 2014 - Present
Morgan Stanley Wealth Management May 2010 - August 2010
The First Tee May 2010 - July 2010
Skills
SAS programming, Stata, Matlab, Eviews, Quantitative Analytics, Monte Carlo Simulation, Access, Microsoft Excel, SPSS, Statistics, Research, Economics, Bloomberg Terminal, R, Time Series Analysis, Statistical Modeling, PowerPoint, Microeconomics, SAS, Quantitative Finance, Analysis, Econometrics, Economic Research, Financial Modeling, Macroeconomics, VBA, Data Analysis
Education
Florida State University 2012 — 2013
Master of Science (MS), Economics
Florida State University 2008 — 2012
Bachelor of Science (BS), Economics
PwC September 2014 - Present
Morgan Stanley Wealth Management May 2010 - August 2010
The First Tee May 2010 - July 2010
Skills
SAS programming, Stata, Matlab, Eviews, Quantitative Analytics, Monte Carlo Simulation, Access, Microsoft Excel, SPSS, Statistics, Research, Economics, Bloomberg Terminal, R, Time Series Analysis, Statistical Modeling, PowerPoint, Microeconomics, SAS, Quantitative Finance, Analysis, Econometrics, Economic Research, Financial Modeling, Macroeconomics, VBA, Data Analysis
Education
Florida State University 2012 — 2013
Master of Science (MS), Economics
Florida State University 2008 — 2012
Bachelor of Science (BS), Economics
PJ Macchia's Morgan Stanley Wealth Management Experience 1999 - 2000
Job COO Debt Syndicate & Credit Trading at Barclays Capital
Industry Investment Banking
Experience
Barclays Investment Bank March 2010 - Present
Barclays Investment Bank November 2006 - March 2010
Deutsche Bank 2000 - 2006
Morgan Stanley Wealth Management 1999 - 2000
Skills
Syndicate, Capital Markets, Credit Trading, Fixed Income, Derivatives, Credit Derivatives, Finance, Investment Banking, Equities, Structured Products, Bloomberg, Bonds, Hedge Funds, Securities, Series 7, Risk Management, Trading
Education
Fordham University - Graduate School of Business Administration 2003 — 2005
Master of Business Administration (MBA), Dual Degree in Finance & Accounting
Stony Brook University 1995 — 1999
Bachelor of Arts (BA), Economics; Minor in Business Management
Fordham Preparatory School 1991 — 1995
Barclays Investment Bank March 2010 - Present
Barclays Investment Bank November 2006 - March 2010
Deutsche Bank 2000 - 2006
Morgan Stanley Wealth Management 1999 - 2000
Skills
Syndicate, Capital Markets, Credit Trading, Fixed Income, Derivatives, Credit Derivatives, Finance, Investment Banking, Equities, Structured Products, Bloomberg, Bonds, Hedge Funds, Securities, Series 7, Risk Management, Trading
Education
Fordham University - Graduate School of Business Administration 2003 — 2005
Master of Business Administration (MBA), Dual Degree in Finance & Accounting
Stony Brook University 1995 — 1999
Bachelor of Arts (BA), Economics; Minor in Business Management
Fordham Preparatory School 1991 — 1995
Grace Hurley Grace Hurley's Morgan Stanley Wealth Management Experience January 2014 - Present
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2014 - Present
The Wendy Walk February 2013 - May 2013
Event Pro Strategies 2011 - 2013
Vicki Foley Talent and Models 2010 - 2013
Venue Magazine September 2012 - November 2012
Skills
Budgets, English, Social Media, PowerPoint, Microsoft Excel, Event Planning, Microsoft Word, Marketing, Microsoft Office, Market Research, Outlook, Social Networking, Social Media Marketing, Event Management
Education
University of Miami 2010 — 2013
Bachelor of Arts (BA), English Language and Literature, General
Fairfield University 2010 — 2011
English Language and Literature, General
Morgan Stanley Wealth Management January 2014 - Present
The Wendy Walk February 2013 - May 2013
Event Pro Strategies 2011 - 2013
Vicki Foley Talent and Models 2010 - 2013
Venue Magazine September 2012 - November 2012
Skills
Budgets, English, Social Media, PowerPoint, Microsoft Excel, Event Planning, Microsoft Word, Marketing, Microsoft Office, Market Research, Outlook, Social Networking, Social Media Marketing, Event Management
Education
University of Miami 2010 — 2013
Bachelor of Arts (BA), English Language and Literature, General
Fairfield University 2010 — 2011
English Language and Literature, General
Ana Leighton Cortina Ana Leighton Cortina's Morgan Stanley Wealth Management Experience January 2007 - August 2014
Job One Sotheby's International Realty (SIR)
Industry Real Estate
Experience
ONE Sotheby's International Realty August 2014 - Present
Morgan Stanley Wealth Management January 2007 - August 2014
Goldman Sachs May 1993 - January 2007
Electronic Data Systems September 1990 - May 1993
Skills
Portfolio Management, Series 7, Wealth Management, Equities, Investments, Fixed Income, Series 63, Mutual Funds, Alternative Investments, Asset Allocation, Securities, Asset Management, Hedge Funds, Financial Services, Capital Markets, Investment Advisory, Real Estate, Marketing, Customer Service, Management, Investment Properties, Sales, People Skills
Education
Chaminade-Madonna College Preparatory
Florida International University
BS, Hospitality Administration/Management
ONE Sotheby's International Realty August 2014 - Present
Morgan Stanley Wealth Management January 2007 - August 2014
Goldman Sachs May 1993 - January 2007
Electronic Data Systems September 1990 - May 1993
Skills
Portfolio Management, Series 7, Wealth Management, Equities, Investments, Fixed Income, Series 63, Mutual Funds, Alternative Investments, Asset Allocation, Securities, Asset Management, Hedge Funds, Financial Services, Capital Markets, Investment Advisory, Real Estate, Marketing, Customer Service, Management, Investment Properties, Sales, People Skills
Education
Chaminade-Madonna College Preparatory
Florida International University
BS, Hospitality Administration/Management
Catherine Greer Catherine Greer's Morgan Stanley Wealth Management Experience June 2002 - June 2003
Job Everbank Learning Solutions and Performance Specialist
Industry Financial Services
Experience
EverBank November 2014 - Present
Time to Teach/ Center for Teacher Effectiveness July 2014 - November 2014
EXIT Real Estate Gallery June 2005 - November 2014
PHH Mortgage August 2013 - May 2014
PHH Mortgage May 2012 - August 2013
PHH Mortgage April 2010 - May 2012
Enterprise Rent-A-Car April 2008 - April 2010
Morgan Stanley Wealth Management June 2002 - June 2003
Merrill Lynch March 1999 - April 2002
Prudential Financial March 1997 - February 1999
Skills
Training, Training Delivery, Public Speaking, Facilitations, E-Learning, Instructional Design, Job Coaching, Employee Engagement, Management, Performance Management, Portfolio Management, Financial Analysis, Learning Management..., Business Process..., Leadership Development, Strategic Planning, Real Estate, Stock Market, Annuity Sales, Strategic Consulting, Training Needs Analysis, Facilitation, Credit, Customer Service, Leadership, Mortgage Banking, Mortgage Lending, Banking
Education
Florida State College at Jacksonville
Kaplan University
University of Florida
University of North Florida
Finance and Financial Management Services
EverBank November 2014 - Present
Time to Teach/ Center for Teacher Effectiveness July 2014 - November 2014
EXIT Real Estate Gallery June 2005 - November 2014
PHH Mortgage August 2013 - May 2014
PHH Mortgage May 2012 - August 2013
PHH Mortgage April 2010 - May 2012
Enterprise Rent-A-Car April 2008 - April 2010
Morgan Stanley Wealth Management June 2002 - June 2003
Merrill Lynch March 1999 - April 2002
Prudential Financial March 1997 - February 1999
Skills
Training, Training Delivery, Public Speaking, Facilitations, E-Learning, Instructional Design, Job Coaching, Employee Engagement, Management, Performance Management, Portfolio Management, Financial Analysis, Learning Management..., Business Process..., Leadership Development, Strategic Planning, Real Estate, Stock Market, Annuity Sales, Strategic Consulting, Training Needs Analysis, Facilitation, Credit, Customer Service, Leadership, Mortgage Banking, Mortgage Lending, Banking
Education
Florida State College at Jacksonville
Kaplan University
University of Florida
University of North Florida
Finance and Financial Management Services
Somon Nader's Morgan Stanley Wealth Management Experience June 2012 - August 2012
Job Analyst, M&A at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets August 2014 - Present
BMO Capital Markets June 2013 - August 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Banyan Equity Management, LLC June 2011 - August 2011
Skills
Microsoft Word, Equities, Asset Allocation, Investment Banking, Investments, Financial Modeling, Hedge Funds, Strategy, Portfolio Management, Research, Financial Analysis, Finance, Corporate Finance, Valuation, LBO, Microsoft Excel, Trading, Mergers & Acquisitions, Fantasy Football
Education
Emory University - Goizueta Business School 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Spanish River High School 2006 — 2010
BMO Capital Markets August 2014 - Present
BMO Capital Markets June 2013 - August 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Banyan Equity Management, LLC June 2011 - August 2011
Skills
Microsoft Word, Equities, Asset Allocation, Investment Banking, Investments, Financial Modeling, Hedge Funds, Strategy, Portfolio Management, Research, Financial Analysis, Finance, Corporate Finance, Valuation, LBO, Microsoft Excel, Trading, Mergers & Acquisitions, Fantasy Football
Education
Emory University - Goizueta Business School 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Spanish River High School 2006 — 2010
Crystal Grizzle Crystal Grizzle's Morgan Stanley Wealth Management Experience April 2007 - November 2011
Job Registered Client Associate with The Bickel Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
The Bickel Group of Wells Fargo Advisors, LLC November 2011 - Present
Morgan Stanley Wealth Management April 2007 - November 2011
Morgan Stanley May 2005 - April 2007
Education
Fontbonne University 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Lindenwood University 2001 — 2005
Bachelor of Arts (BA), Finance, General
The Bickel Group of Wells Fargo Advisors, LLC November 2011 - Present
Morgan Stanley Wealth Management April 2007 - November 2011
Morgan Stanley May 2005 - April 2007
Education
Fontbonne University 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Lindenwood University 2001 — 2005
Bachelor of Arts (BA), Finance, General
Erica Acheychek Erica Acheychek's Morgan Stanley Wealth Management Experience April 2005 - June 2010
Job Realtor at The Higgins Group
Industry Real Estate
Experience
The Higgins Group August 2013 - Present
Morgan Stanley Wealth Management April 2005 - June 2010
Skills
Business Analysis, Customer Service, Customer Experience, Risk Management, Vendor Management, PMO, Financial Services, Customer Support, SDLC, Equities, PMP, Program Management, IT Strategy, Management Consulting, Superior Client Service, Client Liaison, Sales Support Tools, Management
Education
Florida State University 2003 — 2004
Master of Business Administration (M.B.A.)
University of Florida 1997 — 2001
Bachelor of Business Administration (B.B.A.), Decision Information Science
The Higgins Group August 2013 - Present
Morgan Stanley Wealth Management April 2005 - June 2010
Skills
Business Analysis, Customer Service, Customer Experience, Risk Management, Vendor Management, PMO, Financial Services, Customer Support, SDLC, Equities, PMP, Program Management, IT Strategy, Management Consulting, Superior Client Service, Client Liaison, Sales Support Tools, Management
Education
Florida State University 2003 — 2004
Master of Business Administration (M.B.A.)
University of Florida 1997 — 2001
Bachelor of Business Administration (B.B.A.), Decision Information Science
Caryn Robbins's Morgan Stanley Wealth Management Experience February 2014 - Present
Job Registered Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2014 - Present
National Securities January 2004 - February 2014
JW Charles April 1997 - January 2004
Skills
Series 7, Mutual Funds, Investments, Wealth Management, Investment Advisory, Securities, Equities, Portfolio Management, Series 7 Licensed, Asset Allocation, Retirement Planning, Uniform Combined State..., Series 66
Education
Florida Atlantic University 1993 — 1997
Bachelor of Science, Marketing
Cooper City High School 1989 — 1993
Morgan Stanley Wealth Management February 2014 - Present
National Securities January 2004 - February 2014
JW Charles April 1997 - January 2004
Skills
Series 7, Mutual Funds, Investments, Wealth Management, Investment Advisory, Securities, Equities, Portfolio Management, Series 7 Licensed, Asset Allocation, Retirement Planning, Uniform Combined State..., Series 66
Education
Florida Atlantic University 1993 — 1997
Bachelor of Science, Marketing
Cooper City High School 1989 — 1993
Janice DeNagy Janice DeNagy's Morgan Stanley Wealth Management Experience March 2012 - Present
Job Vice President Fixed Income Sales at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2012 - Present
Morgan Stanley Smith Barney June 2009 - March 2012
Citi June 2004 - June 2009
Skills
Fixed Income, Series 7, Portfolio Management, Equities, Wealth Management, Series 63, Asset Management, Investments, Capital Markets, Securities, Mutual Funds, Business Analysis, Risk Management, Bloomberg, Financial Analysis
Education
Fordham University 2000 — 2004
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Morgan Stanley Wealth Management March 2012 - Present
Morgan Stanley Smith Barney June 2009 - March 2012
Citi June 2004 - June 2009
Skills
Fixed Income, Series 7, Portfolio Management, Equities, Wealth Management, Series 63, Asset Management, Investments, Capital Markets, Securities, Mutual Funds, Business Analysis, Risk Management, Bloomberg, Financial Analysis
Education
Fordham University 2000 — 2004
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Brienne Sessa's Morgan Stanley Wealth Management Experience July 1997 - November 2006
Job Personal Assistant/Bookkeeper at Brianlee.com Inc
Industry Entertainment
Experience
Brianlee.com Inc March 2011 - Present
UBS Wealth Management November 2006 - March 2011
Morgan Stanley Wealth Management July 1997 - November 2006
Skills
Microsoft Excel, PowerPoint, Investments, Financial Analysis, Microsoft Office, Portfolio Management, Customer Service, Banking, Marketing, Equities, Market Research, Microsoft Word
Education
Florida Gulf Coast University 2000 — 2003
Bachelor's degree, Finance and Financial Management Services
Edison Community College 1997 — 2000
Associate's degree, Business/Commerce, General
Brianlee.com Inc March 2011 - Present
UBS Wealth Management November 2006 - March 2011
Morgan Stanley Wealth Management July 1997 - November 2006
Skills
Microsoft Excel, PowerPoint, Investments, Financial Analysis, Microsoft Office, Portfolio Management, Customer Service, Banking, Marketing, Equities, Market Research, Microsoft Word
Education
Florida Gulf Coast University 2000 — 2003
Bachelor's degree, Finance and Financial Management Services
Edison Community College 1997 — 2000
Associate's degree, Business/Commerce, General
Ankur Jaiswal Ankur Jaiswal's Morgan Stanley Wealth Management Experience April 2013 - November 2013
Job Sr Business System’s Analyst at Express Scripts
Industry Information Technology and Services
Experience
Building Service 32BJ Benefit Funds August 2015 - Present
Express Scripts November 2013 - Present
Morgan Stanley Wealth Management April 2013 - November 2013
JPMorgan Chase & Co. August 2012 - March 2013
TIMESOFMONEY LIMITED April 2011 - July 2011
Client name: Allstate (Offshore Consultant) January 2009 - June 2010
Client Name: ABN AMRO Bank (Offshore Consultant) January 2007 - December 2008
Client:Financial services September 2005 - December 2006
Essel Group April 2003 - March 2004
Skills
UML Tools, SDLC, Business Analysis, Project Management, Usecases, Process Improvement, Gap Analysis, Axure RP, Microsoft Excel, Analysis, Talent Acquisition, Business Process..., Customer Service, Software Documentation, Microsoft Office, Microsoft Word, PowerPoint, Leadership, Access, Data Analysis, Management, Low fidelity wireframes, Use Case Diagrams, Use Case Analysis, Business Requirements, Functional requirements, Non-Functional..., ALM, User Acceptance Testing, Change Requests, Concept Development, Agile Methodologies, Sprint Planning, Requirements..., Business Process Mapping, Vendor Management, Relationship Management, HP Quality Center, E-payments, Payment Industry, Payment Systems, FinTech, Remittances, OFAC, Dodd-Frank, Mobile Strategy, Vlookup, MS Excel Pivot Tables, Pharmacy Benefit..., Mobile Technology
Education
Florida Institute of Technology 2010 — 2012
Master of Business Administration (M.B.A.), E-Commerce Business Management, A
University of Mumbai 2000 — 2004
Engineer's Degree, Computer Science, A
Building Service 32BJ Benefit Funds August 2015 - Present
Express Scripts November 2013 - Present
Morgan Stanley Wealth Management April 2013 - November 2013
JPMorgan Chase & Co. August 2012 - March 2013
TIMESOFMONEY LIMITED April 2011 - July 2011
Client name: Allstate (Offshore Consultant) January 2009 - June 2010
Client Name: ABN AMRO Bank (Offshore Consultant) January 2007 - December 2008
Client:Financial services September 2005 - December 2006
Essel Group April 2003 - March 2004
Skills
UML Tools, SDLC, Business Analysis, Project Management, Usecases, Process Improvement, Gap Analysis, Axure RP, Microsoft Excel, Analysis, Talent Acquisition, Business Process..., Customer Service, Software Documentation, Microsoft Office, Microsoft Word, PowerPoint, Leadership, Access, Data Analysis, Management, Low fidelity wireframes, Use Case Diagrams, Use Case Analysis, Business Requirements, Functional requirements, Non-Functional..., ALM, User Acceptance Testing, Change Requests, Concept Development, Agile Methodologies, Sprint Planning, Requirements..., Business Process Mapping, Vendor Management, Relationship Management, HP Quality Center, E-payments, Payment Industry, Payment Systems, FinTech, Remittances, OFAC, Dodd-Frank, Mobile Strategy, Vlookup, MS Excel Pivot Tables, Pharmacy Benefit..., Mobile Technology
Education
Florida Institute of Technology 2010 — 2012
Master of Business Administration (M.B.A.), E-Commerce Business Management, A
University of Mumbai 2000 — 2004
Engineer's Degree, Computer Science, A
Colin Corbett Colin Corbett's Morgan Stanley Wealth Management Experience January 2009 - June 2009
Job Sales Executive
Industry Online Media
Experience
Renewable Biofuels May 2015 - Present
Viacom June 2014 - November 2014
Société Générale December 2013 - April 2014
UBS May 2013 - December 2013
J.P. Morgan January 2013 - May 2013
Nomura Securities July 2011 - May 2012
Soros Fund Management May 2010 - September 2010
Goldman Sachs Mentoring Day October 2009 - October 2009
Morgan Stanley Wealth Management January 2009 - June 2009
Wachovia Securities LLC December 2008 - January 2009
Skills
Finance, Sales, Cold Calling, Hedge Funds, Trading, Fixed Income, Equities, Options, Derivatives, Investment Banking, Bloomberg, Investments, Portfolio Management
Education
Fordham University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Fordham University 2008 — 2011
B.A
Fordham University
B.A, Finance
Renewable Biofuels May 2015 - Present
Viacom June 2014 - November 2014
Société Générale December 2013 - April 2014
UBS May 2013 - December 2013
J.P. Morgan January 2013 - May 2013
Nomura Securities July 2011 - May 2012
Soros Fund Management May 2010 - September 2010
Goldman Sachs Mentoring Day October 2009 - October 2009
Morgan Stanley Wealth Management January 2009 - June 2009
Wachovia Securities LLC December 2008 - January 2009
Skills
Finance, Sales, Cold Calling, Hedge Funds, Trading, Fixed Income, Equities, Options, Derivatives, Investment Banking, Bloomberg, Investments, Portfolio Management
Education
Fordham University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Fordham University 2008 — 2011
B.A
Fordham University
B.A, Finance
Evan Ganley's Morgan Stanley Wealth Management Experience January 2013 - May 2013
Job Managed Account Advisors at Merrill Lynch Investment Managers
Industry Financial Services
Experience
Merrill Lynch June 2014 - Present
GE Capital Real Estate January 2014 - April 2014
Wakefern Food Corp. May 2013 - August 2013
Morgan Stanley Wealth Management January 2013 - May 2013
Morgan Stanley May 2012 - August 2012
Skills
Finance, Marketing
Education
Fairfield University 2010 — 2014
Bachelor of Science (BS), Finance, General
Merrill Lynch June 2014 - Present
GE Capital Real Estate January 2014 - April 2014
Wakefern Food Corp. May 2013 - August 2013
Morgan Stanley Wealth Management January 2013 - May 2013
Morgan Stanley May 2012 - August 2012
Skills
Finance, Marketing
Education
Fairfield University 2010 — 2014
Bachelor of Science (BS), Finance, General
Wylie Fennell, CAIA Wylie Fennell, CAIA's Morgan Stanley Wealth Management Experience September 2015 - Present
Job Sales Specialist, Consulting Group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2015 - Present
Morgan Stanley Wealth Management April 2014 - September 2015
Morgan Stanley Private Wealth Management November 2011 - April 2014
Morgan Stanley June 2004 - November 2011
The Bank of New York May 2001 - August 2001
Federal Reserve Bank of New York 1993 - 2000
United States Senate 1990 - 1991
Skills
Alternative Investments, Manage Client..., Series 7, Private Client Work, Series 3, Series 66, Wealth Management, Venture Capital, Private Equity, Private Clients, Asset Managment, Banking, CRM, FINRA, Hedge Funds, Institutional..., Investment Management, Investor Relations, Investments, Mutual Funds, Fundraising, Equities, Asset Management
Education
Fordham University - Graduate School of Business Administration 2000 — 2002
MBA, Finance
Howard University 1986 — 1991
BBA, Finance
A. Philip Randolph Campus H.S.
Morgan Stanley Wealth Management September 2015 - Present
Morgan Stanley Wealth Management April 2014 - September 2015
Morgan Stanley Private Wealth Management November 2011 - April 2014
Morgan Stanley June 2004 - November 2011
The Bank of New York May 2001 - August 2001
Federal Reserve Bank of New York 1993 - 2000
United States Senate 1990 - 1991
Skills
Alternative Investments, Manage Client..., Series 7, Private Client Work, Series 3, Series 66, Wealth Management, Venture Capital, Private Equity, Private Clients, Asset Managment, Banking, CRM, FINRA, Hedge Funds, Institutional..., Investment Management, Investor Relations, Investments, Mutual Funds, Fundraising, Equities, Asset Management
Education
Fordham University - Graduate School of Business Administration 2000 — 2002
MBA, Finance
Howard University 1986 — 1991
BBA, Finance
A. Philip Randolph Campus H.S.
Justin Kinney Justin Kinney's Morgan Stanley Wealth Management Experience February 2012 - September 2012
Job Associate Business Development Manager
Industry Management Consulting
Experience
CEB January 2015 - Present
CEB January 2014 - January 2015
Morgan Stanley Wealth Management February 2012 - September 2012
Citi January 2009 - August 2009
Bayview Financial August 2007 - November 2008
WCS Lending February 2005 - August 2007
Skills
Asset Management, Coaching, Marketing, Mortgage Lending, Investments, Banking, Cold Calling, Management, Mortgage Banking, Loans, Finance, Tennis, Team Building, New Business Development, Underwriting, Investment Properties, Sales, Wealth Management, Financial Analysis, Leadership, Strategic Planning, Program Management
Education
Florida Atlantic University 2002 — 2006
Bachelor of Science, Business/Finance
CEB January 2015 - Present
CEB January 2014 - January 2015
Morgan Stanley Wealth Management February 2012 - September 2012
Citi January 2009 - August 2009
Bayview Financial August 2007 - November 2008
WCS Lending February 2005 - August 2007
Skills
Asset Management, Coaching, Marketing, Mortgage Lending, Investments, Banking, Cold Calling, Management, Mortgage Banking, Loans, Finance, Tennis, Team Building, New Business Development, Underwriting, Investment Properties, Sales, Wealth Management, Financial Analysis, Leadership, Strategic Planning, Program Management
Education
Florida Atlantic University 2002 — 2006
Bachelor of Science, Business/Finance
Jennifer Ortega Jennifer Ortega's Morgan Stanley Wealth Management Experience April 2013 - Present
Job Founder, Spa Flops
Industry Internet
Experience
Spa Flops August 2013 - Present
Morgan Stanley Wealth Management April 2013 - Present
Swappsee October 2012 - June 2014
Goldman Sachs June 2005 - March 2012
Education
Fordham Gabelli School of Business 2007 — 2010
MBA, Finance/Management
Fairfield University 2001 — 2005
B.S., Finance/Information Systems
Spa Flops August 2013 - Present
Morgan Stanley Wealth Management April 2013 - Present
Swappsee October 2012 - June 2014
Goldman Sachs June 2005 - March 2012
Education
Fordham Gabelli School of Business 2007 — 2010
MBA, Finance/Management
Fairfield University 2001 — 2005
B.S., Finance/Information Systems
Giuseppe Sellitto Giuseppe Sellitto's Morgan Stanley Wealth Management Experience August 2013 - Present
Job Senior Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2013 - Present
Morgan Stanley Wealth Management October 2012 - August 2013
Morgan Stanley Smith Barney November 2011 - October 2012
Morgan Stanley Smith Barney February 2006 - November 2011
Skills
Series 7, Series 63, Series 65, Series 9, Series 10, Series 3
Education
Fairleigh Dickinson University 2002 — 2006
Bachelor of Science (BS), Finance
Seton Hall Prep 1998 — 2002
Morgan Stanley Wealth Management August 2013 - Present
Morgan Stanley Wealth Management October 2012 - August 2013
Morgan Stanley Smith Barney November 2011 - October 2012
Morgan Stanley Smith Barney February 2006 - November 2011
Skills
Series 7, Series 63, Series 65, Series 9, Series 10, Series 3
Education
Fairleigh Dickinson University 2002 — 2006
Bachelor of Science (BS), Finance
Seton Hall Prep 1998 — 2002
Orel Yacoby Orel Yacoby's Morgan Stanley Wealth Management Experience January 2013 - March 2013
Job NESA Tax Diversified Staff Group at EY
Industry Accounting
Experience
EY October 2014 - Present
Clearwater Capital Partners January 2013 - January 2014
TAO Group September 2012 - May 2013
Morgan Stanley Wealth Management January 2013 - March 2013
Northwestern Mutual March 2012 - July 2012
Merrill Lynch June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Word, LinkedIn, Facebook, Twitter, Microsoft Excel, QuickBooks, Financial Reporting, Auditing, Financial Accounting, Financial Analysis, Microsoft Word, Account Reconciliation, US GAAP, Finance, Accounting
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
Master of Science (MS), Taxation
Fordham University, Gabelli School of Business 2010 — 2013
Bachelor of Applied Science, Public Accountancy
Santa Barbara City College 2007 — 2009
EY October 2014 - Present
Clearwater Capital Partners January 2013 - January 2014
TAO Group September 2012 - May 2013
Morgan Stanley Wealth Management January 2013 - March 2013
Northwestern Mutual March 2012 - July 2012
Merrill Lynch June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Word, LinkedIn, Facebook, Twitter, Microsoft Excel, QuickBooks, Financial Reporting, Auditing, Financial Accounting, Financial Analysis, Microsoft Word, Account Reconciliation, US GAAP, Finance, Accounting
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
Master of Science (MS), Taxation
Fordham University, Gabelli School of Business 2010 — 2013
Bachelor of Applied Science, Public Accountancy
Santa Barbara City College 2007 — 2009
Matthew Abers's Morgan Stanley Wealth Management Experience March 2014 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2014 - Present
Ocean Properties November 2013 - March 2014
Ocean Properties May 2013 - October 2013
Ocean Properties September 2011 - May 2013
Ocean Properties November 2012 - March 2013
Event Photography Group May 2011 - August 2011
Skills
Finance, Wealth Management, Financial Planning, Management, Revenue Analysis, Microsoft Excel, Budgets, Customer Service, Business Decision Making, Retirement Planning, Accounting, Business Intelligence, Leadership, Public Relations, Positive Personality, Logical Thinker
Education
Florida State University 2007 — 2011
Bachelor's degree, Finance, General
Morgan Stanley Wealth Management March 2014 - Present
Ocean Properties November 2013 - March 2014
Ocean Properties May 2013 - October 2013
Ocean Properties September 2011 - May 2013
Ocean Properties November 2012 - March 2013
Event Photography Group May 2011 - August 2011
Skills
Finance, Wealth Management, Financial Planning, Management, Revenue Analysis, Microsoft Excel, Budgets, Customer Service, Business Decision Making, Retirement Planning, Accounting, Business Intelligence, Leadership, Public Relations, Positive Personality, Logical Thinker
Education
Florida State University 2007 — 2011
Bachelor's degree, Finance, General
Laurie Telesco Laurie Telesco's Morgan Stanley Wealth Management Experience January 2014 - Present
Job VP, HR, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2014 - Present
Guardian Life Insurance August 2009 - August 2013
AIG May 2007 - August 2008
Hartford Financial Products, the Hartford 2004 - 2007
Manulife Wood Logan (John Hancock) June 2000 - October 2004
ProMix 1989 - 2000
Skills
Strategic Initiatives, Succession Planning, Talent Management, Change Management, Performance Management, Workforce Planning, Employee Relations, Organizational..., Acquisition Integration, Mergers, Compensation Packages, human capital, Organizational..., Organizational Design, Leadership Development, Human Capital, Mergers & Acquisitions, Onboarding, Deferred Compensation, Applicant Tracking..., Employee Benefits, Leadership, Program Management, HRIS, Strategic Planning, Policy, Employee Engagement, Talent Acquisition, Human Resources, Strategy, Recruiting, Financial Services, HR Policies, Management
Education
Fordham University 1984 — 1988
BA, English
Manhattanville College 2000 — 2002
Masters, Human Resource Organizational Design
Thornton Donovan 1972 — 1984
Morgan Stanley Wealth Management January 2014 - Present
Guardian Life Insurance August 2009 - August 2013
AIG May 2007 - August 2008
Hartford Financial Products, the Hartford 2004 - 2007
Manulife Wood Logan (John Hancock) June 2000 - October 2004
ProMix 1989 - 2000
Skills
Strategic Initiatives, Succession Planning, Talent Management, Change Management, Performance Management, Workforce Planning, Employee Relations, Organizational..., Acquisition Integration, Mergers, Compensation Packages, human capital, Organizational..., Organizational Design, Leadership Development, Human Capital, Mergers & Acquisitions, Onboarding, Deferred Compensation, Applicant Tracking..., Employee Benefits, Leadership, Program Management, HRIS, Strategic Planning, Policy, Employee Engagement, Talent Acquisition, Human Resources, Strategy, Recruiting, Financial Services, HR Policies, Management
Education
Fordham University 1984 — 1988
BA, English
Manhattanville College 2000 — 2002
Masters, Human Resource Organizational Design
Thornton Donovan 1972 — 1984
Elena Khilko Elena Khilko's Morgan Stanley Wealth Management Experience July 2012 - October 2013
Job Assistant Vice President, Global Investigations Unit at Citigroup
Industry Higher Education
Experience
Citigroup May 2015 - Present
JPMorgan Chase November 2013 - April 2015
Morgan Stanley Wealth Management July 2012 - October 2013
Oberon Securities, LLC January 2012 - May 2012
Liberty Mutual Insurance June 2010 - August 2010
UBS Investment Bank June 2009 - August 2009
Skills
Financial Modeling, Bloomberg Terminal, Microsoft Excel, Equity Research, Capital IQ, Westlaw, Mergermarket, Financial Statement..., Research, Report Writing, Legal Writing, Social Media Marketing, Social Media, Russian, Microsoft Word, Excel, PowerPoint, Access, Anti-Money Laundering, AML, Hedge Funds, Capital Markets, Financial Analysis, Bloomberg, Investment Banking, Due Diligence, Investments, Corporate Finance, Equities, Finance
Education
Fordham University - Graduate School of Business Administration 2010 — 2012
Master of Business Administration (MBA), Finance, General, 3.96
Fordham University School of Law 2008 — 2011
JD
San Francisco State University, College of Business 2005 — 2007
BS, Business Administration, 3.92
Citigroup May 2015 - Present
JPMorgan Chase November 2013 - April 2015
Morgan Stanley Wealth Management July 2012 - October 2013
Oberon Securities, LLC January 2012 - May 2012
Liberty Mutual Insurance June 2010 - August 2010
UBS Investment Bank June 2009 - August 2009
Skills
Financial Modeling, Bloomberg Terminal, Microsoft Excel, Equity Research, Capital IQ, Westlaw, Mergermarket, Financial Statement..., Research, Report Writing, Legal Writing, Social Media Marketing, Social Media, Russian, Microsoft Word, Excel, PowerPoint, Access, Anti-Money Laundering, AML, Hedge Funds, Capital Markets, Financial Analysis, Bloomberg, Investment Banking, Due Diligence, Investments, Corporate Finance, Equities, Finance
Education
Fordham University - Graduate School of Business Administration 2010 — 2012
Master of Business Administration (MBA), Finance, General, 3.96
Fordham University School of Law 2008 — 2011
JD
San Francisco State University, College of Business 2005 — 2007
BS, Business Administration, 3.92
Elizabeth Fowler's Morgan Stanley Wealth Management Experience 1988 - 1993
Job Producer Clear Pictures Entertainment
Industry Entertainment
Experience
Clear Pictures Entertainment 2003 - Present
Elizabeth Fowler Management 1999 - 2006
Abrams Artists Agency 1997 - 1999
ICM Partners 1993 - 1997
Morgan Stanley Wealth Management 1988 - 1993
Skills
Critical Thinking, Entertainment, Negotiation, Budgets, Creative Strategy, Managing Associates, Investment Strategies, Investment Valuation, Directing, Film, Film Production, Private Equity, Venture Capital, Film Finance, Portfolio Management, Portfolio Assessment, Investment Portfolios, Investment Portfolio..., Investments, Series 7, CA Insurance License, Life & Health Insurance..., Series 66, Commercials, Reality, Documentaries, Finance, Short Films, Cinematography, Feature Films, Independent Film, Pre-production
Education
Emory University
Pine Crest Preparatory School
Clear Pictures Entertainment 2003 - Present
Elizabeth Fowler Management 1999 - 2006
Abrams Artists Agency 1997 - 1999
ICM Partners 1993 - 1997
Morgan Stanley Wealth Management 1988 - 1993
Skills
Critical Thinking, Entertainment, Negotiation, Budgets, Creative Strategy, Managing Associates, Investment Strategies, Investment Valuation, Directing, Film, Film Production, Private Equity, Venture Capital, Film Finance, Portfolio Management, Portfolio Assessment, Investment Portfolios, Investment Portfolio..., Investments, Series 7, CA Insurance License, Life & Health Insurance..., Series 66, Commercials, Reality, Documentaries, Finance, Short Films, Cinematography, Feature Films, Independent Film, Pre-production
Education
Emory University
Pine Crest Preparatory School
Ebru Meteoglu Ebru Meteoglu's Morgan Stanley Wealth Management Experience May 2013 - January 2015
Job Sr. Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley Wealth Management May 2013 - January 2015
Morgan Stanley Smith Barney May 2011 - May 2013
Resources Global Professionals January 2011 - April 2011
Resources Global Professionals September 2005 - January 2011
DeSilva Gates Construction June 2003 - July 2005
IBM June 2001 - August 2001
Education
Fordham University - Graduate School of Business Administration 2007 — 2010
MBA, Finance and Marketing
San Francisco State University 1998 — 2003
BS, Computer Science, Applied Mathematics
Nisantasi Isik Lisesi
High Scool
Morgan Stanley January 2015 - Present
Morgan Stanley Wealth Management May 2013 - January 2015
Morgan Stanley Smith Barney May 2011 - May 2013
Resources Global Professionals January 2011 - April 2011
Resources Global Professionals September 2005 - January 2011
DeSilva Gates Construction June 2003 - July 2005
IBM June 2001 - August 2001
Education
Fordham University - Graduate School of Business Administration 2007 — 2010
MBA, Finance and Marketing
San Francisco State University 1998 — 2003
BS, Computer Science, Applied Mathematics
Nisantasi Isik Lisesi
High Scool
Liz Pereira Liz Pereira's Morgan Stanley Wealth Management Experience January 2014 - June 2014
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Northwestern Mutual May 2014 - February 2015
Morgan Stanley Wealth Management January 2014 - June 2014
Zeta Tau Alpha Fraternity January 2013 - December 2013
Education
Florida Gulf Coast University 2011 — 2015
Bachelor of Science (B.S.), Finance (Minor in Marketing)
Island Coast High School 2007 — 2011
High School Diploma, Business
Fidelity Investments July 2015 - Present
Northwestern Mutual May 2014 - February 2015
Morgan Stanley Wealth Management January 2014 - June 2014
Zeta Tau Alpha Fraternity January 2013 - December 2013
Education
Florida Gulf Coast University 2011 — 2015
Bachelor of Science (B.S.), Finance (Minor in Marketing)
Island Coast High School 2007 — 2011
High School Diploma, Business
Filipp Kourenkov's Morgan Stanley Wealth Management Experience January 2006 - November 2007
Job Portfolio Strategist at Baron Silver Stevens Financial Advisors, LLC
Industry Financial Services
Experience
Baron Silver Stevens Financial Advisors, LLC November 2007 - Present
Morgan Stanley Wealth Management January 2006 - November 2007
Skills
Portfolio Management, Investment Management..., Asset Allocation, Risk Management, Investment Research, Behavioral Finance, Series 7, Alternative Investments, Mutual Funds, ETFs, Alpha Generation, Hedging, Value Investing, Financial Services, Strategic Financial..., Morningstar Office, Zephyr Style Advisor, Business Development, Relationship Management
Education
Florida Atlantic University 2002 — 2006
Bachelor of Business Administration (BBA), Finance
Baron Silver Stevens Financial Advisors, LLC November 2007 - Present
Morgan Stanley Wealth Management January 2006 - November 2007
Skills
Portfolio Management, Investment Management..., Asset Allocation, Risk Management, Investment Research, Behavioral Finance, Series 7, Alternative Investments, Mutual Funds, ETFs, Alpha Generation, Hedging, Value Investing, Financial Services, Strategic Financial..., Morningstar Office, Zephyr Style Advisor, Business Development, Relationship Management
Education
Florida Atlantic University 2002 — 2006
Bachelor of Business Administration (BBA), Finance
Catherine Calandra Catherine Calandra's Morgan Stanley Wealth Management Experience July 2011 - Present
Job Financial Advisor at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2011 - Present
Morgan Stanley Wealth Management 2011 - Present
MAC Investigations & Claims Services, Inc. April 1999 - August 2011
Allen Dahle & Co., Inc. June 2005 - July 2011
Skills
Wealth, Financial Planners, Management, Financial Advisory, Risk Management, Strategic Financial..., Finance, Asset Allocation, Investments, Wealth Management, Financial Analysis, Financial Planning, Life Insurance, Mortgage Lending, Securities, Valuation
Education
Fordham University 1985 — 1989
BS, Analytical Chemistry, Psychology
Morgan Stanley Wealth Management July 2011 - Present
Morgan Stanley Wealth Management 2011 - Present
MAC Investigations & Claims Services, Inc. April 1999 - August 2011
Allen Dahle & Co., Inc. June 2005 - July 2011
Skills
Wealth, Financial Planners, Management, Financial Advisory, Risk Management, Strategic Financial..., Finance, Asset Allocation, Investments, Wealth Management, Financial Analysis, Financial Planning, Life Insurance, Mortgage Lending, Securities, Valuation
Education
Fordham University 1985 — 1989
BS, Analytical Chemistry, Psychology
Nadezda Korn's Morgan Stanley Wealth Management Experience September 2007 - February 2012
Job PMO Consultant (Axelon) at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Scivantage March 2014 - May 2015
Wipro January 2014 - February 2014
BNY Mellon May 2012 - December 2013
Financial Application Development - Software and Proccess February 2012 - May 2012
Morgan Stanley Wealth Management September 2007 - February 2012
UBS Wealth Management January 2002 - September 2007
Paine Webber January 1995 - January 2002
Skills
Fixed Income, Wealth Management, Equities, Portfolio Management, Securities, Options, Process Improvement, Business Analysis, Vendor Management, Customer Relations, Alternative Investments, Analysis, Program Management, Visio, SDLC, Asset Management, Prime Brokerage, Team Building, Offshoring, Excel, Java, Coaching, Enterprise Architecture, Budgeting, Application Development, Software Project..., Problem Solving, Cost Basis: Retention,..., Software Development, Data Warehousing, Project Management, Management, DB2, Budgets, Risk Management, Trading Systems, Financial Services, Requirements Gathering, Project Portfolio..., Market Data, Business Requirements, Requirements Analysis, Microsoft Excel, Production Support
Education
Fordham University - Graduate School of Business Administration 1985 — 1989
master, Information & Communication systems
Morgan Stanley August 2015 - Present
Scivantage March 2014 - May 2015
Wipro January 2014 - February 2014
BNY Mellon May 2012 - December 2013
Financial Application Development - Software and Proccess February 2012 - May 2012
Morgan Stanley Wealth Management September 2007 - February 2012
UBS Wealth Management January 2002 - September 2007
Paine Webber January 1995 - January 2002
Skills
Fixed Income, Wealth Management, Equities, Portfolio Management, Securities, Options, Process Improvement, Business Analysis, Vendor Management, Customer Relations, Alternative Investments, Analysis, Program Management, Visio, SDLC, Asset Management, Prime Brokerage, Team Building, Offshoring, Excel, Java, Coaching, Enterprise Architecture, Budgeting, Application Development, Software Project..., Problem Solving, Cost Basis: Retention,..., Software Development, Data Warehousing, Project Management, Management, DB2, Budgets, Risk Management, Trading Systems, Financial Services, Requirements Gathering, Project Portfolio..., Market Data, Business Requirements, Requirements Analysis, Microsoft Excel, Production Support
Education
Fordham University - Graduate School of Business Administration 1985 — 1989
master, Information & Communication systems
Joseph DiMarco Joseph DiMarco's Morgan Stanley Wealth Management Experience January 1998 - June 1999
Job Attorney
Industry Legal Services
Experience
Joseph S. DiMarco, Esq., P.C. May 2009 - Present
Axiom June 2009 - Present
Esquire Films, Inc. March 2002 - Present
Citi June 1999 - December 2008
Morgan Stanley Wealth Management January 1998 - June 1999
Merrill Lynch January 1994 - December 1997
Skills
Securities Regulation, Litigation, Contract Negotiation, Legal Advice, Securities Litigation, Film Production, Independent Film, Corporate Fraud..., Internal Investigations, General Practice of Law, Creative Writing, Writing, AML, Anti Money Laundering, Arbitration, Banking, Banking Law, Capital Markets, Civil Litigation, Commercial Litigation, Corporate Governance, Corporate Law, Courts, Criminal Law, Dispute Resolution, Due Diligence, Employment Law, FINRA, Finance, Intellectual Property, Legal Compliance, Legal Research, Legal Writing, Licensing, Mediation, Mergers, Policy, Privacy Law, Private Equity, Regulations, Risk Management, Securities, Trial Practice, Trials
Education
St. John's University School of Law 1993 — 1997
Juris Doctor (J.D.), Law
Fordham University 1987 — 1991
Bachelor of Arts (B.A.), Italian Studies
Xavier High School 1983 — 1987
High School, General High School studies
Joseph S. DiMarco, Esq., P.C. May 2009 - Present
Axiom June 2009 - Present
Esquire Films, Inc. March 2002 - Present
Citi June 1999 - December 2008
Morgan Stanley Wealth Management January 1998 - June 1999
Merrill Lynch January 1994 - December 1997
Skills
Securities Regulation, Litigation, Contract Negotiation, Legal Advice, Securities Litigation, Film Production, Independent Film, Corporate Fraud..., Internal Investigations, General Practice of Law, Creative Writing, Writing, AML, Anti Money Laundering, Arbitration, Banking, Banking Law, Capital Markets, Civil Litigation, Commercial Litigation, Corporate Governance, Corporate Law, Courts, Criminal Law, Dispute Resolution, Due Diligence, Employment Law, FINRA, Finance, Intellectual Property, Legal Compliance, Legal Research, Legal Writing, Licensing, Mediation, Mergers, Policy, Privacy Law, Private Equity, Regulations, Risk Management, Securities, Trial Practice, Trials
Education
St. John's University School of Law 1993 — 1997
Juris Doctor (J.D.), Law
Fordham University 1987 — 1991
Bachelor of Arts (B.A.), Italian Studies
Xavier High School 1983 — 1987
High School, General High School studies
Michelle Beaton Michelle Beaton's Morgan Stanley Wealth Management Experience April 2009 - May 2009
Job Assistant Rooms Operations Manager at Marriott Stanton South Beach
Industry Hospitality
Experience
Marriott Stanton South Beach May 2015 - Present
Hilton Bentley Miami South Beach May 2014 - May 2015
The Mutiny Hotel February 2013 - May 2014
Extended Stay America August 2012 - February 2013
Yachting Experts Inc March 2012 - December 2012
Morgan Stanley Wealth Management April 2009 - May 2009
Colombus High School April 2008 - August 2008
Skills
Microsoft Office, Management, Customer Service, Time Management, Software Documentation, Data Entry, Administrative..., Office Management, Telephone Skills, Tourism, Front Office, Hospitality, Hospitality Management, Resorts, Hospitality Industry, Hotel Management, Hotels, Food & Beverage, Customer Satisfaction
Education
Florida International University 2011 — 2015
Bachelor of Science, Hospitality Administration/Management
Miami Dade College 2009 — 2011
Associate, Arts
MIAMI KILLIAN SENIOR HIGH SCHOOL 2005 — 2009
Bachelor of Science (BS), Hospitality Administration/Management
Marriott Stanton South Beach May 2015 - Present
Hilton Bentley Miami South Beach May 2014 - May 2015
The Mutiny Hotel February 2013 - May 2014
Extended Stay America August 2012 - February 2013
Yachting Experts Inc March 2012 - December 2012
Morgan Stanley Wealth Management April 2009 - May 2009
Colombus High School April 2008 - August 2008
Skills
Microsoft Office, Management, Customer Service, Time Management, Software Documentation, Data Entry, Administrative..., Office Management, Telephone Skills, Tourism, Front Office, Hospitality, Hospitality Management, Resorts, Hospitality Industry, Hotel Management, Hotels, Food & Beverage, Customer Satisfaction
Education
Florida International University 2011 — 2015
Bachelor of Science, Hospitality Administration/Management
Miami Dade College 2009 — 2011
Associate, Arts
MIAMI KILLIAN SENIOR HIGH SCHOOL 2005 — 2009
Bachelor of Science (BS), Hospitality Administration/Management
Emily Steele Emily Steele's Morgan Stanley Wealth Management Experience February 2014 - September 2015
Job Sen Registered CSA Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2014 - September 2015
Travelex October 2013 - February 2014
Wealth Management Transitions January 2013 - October 2013
UBS Financial Services Inc 2009 - 2012
UBS Financial Services, Inc 2004 - 2009
Skills
FINRA, Series 63, Series 7, Risk Management, Vendor Management, Banking, Equities, Process Improvement, Asset Management, Portfolio Management, Fixed Income, Operations Management, Change Management, Business Analysis, Financial Analysis, Investments, Financial Services, Securities
Education
Elon University 1999 — 2003
Bachelor of Arts (BA), International Relations and French
Morgan Stanley Wealth Management February 2014 - September 2015
Travelex October 2013 - February 2014
Wealth Management Transitions January 2013 - October 2013
UBS Financial Services Inc 2009 - 2012
UBS Financial Services, Inc 2004 - 2009
Skills
FINRA, Series 63, Series 7, Risk Management, Vendor Management, Banking, Equities, Process Improvement, Asset Management, Portfolio Management, Fixed Income, Operations Management, Change Management, Business Analysis, Financial Analysis, Investments, Financial Services, Securities
Education
Elon University 1999 — 2003
Bachelor of Arts (BA), International Relations and French
Robert J Stearns Robert J Stearns's Morgan Stanley Wealth Management Experience March 2007 - March 2010
Job Licensed Real Estate Salesperson, Halstead Property
Industry Real Estate
Experience
Halstead Property June 2014 - Present
Source Financial Advisors, LLC May 2013 - March 2014
Private Advisor October 2011 - April 2013
BNY Mellon April 2011 - September 2011
Morgan Stanley Wealth Management March 2007 - March 2010
AXA Advisors March 2006 - March 2007
Barrett Associates, Inc. January 2005 - October 2005
Morgan Stanley Investment Management March 1995 - October 2003
Bankers Trust Company September 1987 - March 1995
Skills
Real Estate, Real Estate Transactions, Real Estate Economics, Portfolio Management, Investments, Wealth Management, Mutual Funds, Strategy, Investment Management, Finance, Investment Strategies, Equities, Fixed Income, Financial Markets, Risk Management, Valuation, Financial Risk, Financial Services, Insurance, Securities, Financial Advisory, Asset Allocation, Trading, Asset Management, Investment Properties, Sales, Alternative Investments, Marketing
Education
Fordham Gabelli School of Business 1991 — 1994
MBA, Finance
The College of Wooster 1983 — 1987
BA, Economics
Halstead Property June 2014 - Present
Source Financial Advisors, LLC May 2013 - March 2014
Private Advisor October 2011 - April 2013
BNY Mellon April 2011 - September 2011
Morgan Stanley Wealth Management March 2007 - March 2010
AXA Advisors March 2006 - March 2007
Barrett Associates, Inc. January 2005 - October 2005
Morgan Stanley Investment Management March 1995 - October 2003
Bankers Trust Company September 1987 - March 1995
Skills
Real Estate, Real Estate Transactions, Real Estate Economics, Portfolio Management, Investments, Wealth Management, Mutual Funds, Strategy, Investment Management, Finance, Investment Strategies, Equities, Fixed Income, Financial Markets, Risk Management, Valuation, Financial Risk, Financial Services, Insurance, Securities, Financial Advisory, Asset Allocation, Trading, Asset Management, Investment Properties, Sales, Alternative Investments, Marketing
Education
Fordham Gabelli School of Business 1991 — 1994
MBA, Finance
The College of Wooster 1983 — 1987
BA, Economics
Jenna Golden Jenna Golden's Morgan Stanley Wealth Management Experience June 2014 - August 2014
Job Student at Emory University
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management June 2015 - August 2015
Morgan Stanley Wealth Management June 2014 - August 2014
Camp Tamakwa June 2013 - August 2013
SEE Eyewear May 2012 - July 2012
Steve's Deli December 2011 - July 2012
Skills
Hebrew, Spanish, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media Marketing, Twitter, Instagram
Education
Emory University 2012 — 2016
Bachelor of Business Administration (B.B.A.) Candidate, Co-Majoring in Finance & Political Science
Frankel Jewish Academy 2009 — 2012
Morgan Stanley Private Wealth Management June 2015 - August 2015
Morgan Stanley Wealth Management June 2014 - August 2014
Camp Tamakwa June 2013 - August 2013
SEE Eyewear May 2012 - July 2012
Steve's Deli December 2011 - July 2012
Skills
Hebrew, Spanish, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media Marketing, Twitter, Instagram
Education
Emory University 2012 — 2016
Bachelor of Business Administration (B.B.A.) Candidate, Co-Majoring in Finance & Political Science
Frankel Jewish Academy 2009 — 2012
Patricia Gaeta , CAMS's Morgan Stanley Wealth Management Experience May 2013 - Present
Job Global AntiMoney Laundering & Compliance Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2013 - Present
Fairfield University May 2011 - May 2013
UBS Investment Bank 2008 - 2009
PROMISYS SOFTWARE COMPANY June 2001 - April 2004
VÉSPER S/A February 1998 - May 2001
Skills
Database Applications, Brazilian Portuguese, Spanish-speaking, Recruiting, Training, Spanish, Human Resources, Intercultural..., Team Building, Financial Risk, Customer Service, Portuguese, English, Event Management, Research, Social Networking, Administrative..., PowerPoint, Outlook, Event Planning, Talent Management, Due Diligence, AML
Education
Fairfield University 2011 — 2013
Bachelor of Arts and Science
The University of Connecticut 2004 — 2008
Bachelor of Business Administration (B.B.A.)
Universidade Paulista 1997 — 2001
Bachelor
Morgan Stanley Wealth Management May 2013 - Present
Fairfield University May 2011 - May 2013
UBS Investment Bank 2008 - 2009
PROMISYS SOFTWARE COMPANY June 2001 - April 2004
VÉSPER S/A February 1998 - May 2001
Skills
Database Applications, Brazilian Portuguese, Spanish-speaking, Recruiting, Training, Spanish, Human Resources, Intercultural..., Team Building, Financial Risk, Customer Service, Portuguese, English, Event Management, Research, Social Networking, Administrative..., PowerPoint, Outlook, Event Planning, Talent Management, Due Diligence, AML
Education
Fairfield University 2011 — 2013
Bachelor of Arts and Science
The University of Connecticut 2004 — 2008
Bachelor of Business Administration (B.B.A.)
Universidade Paulista 1997 — 2001
Bachelor
Scott Arentsen, CFA Scott Arentsen, CFA's Morgan Stanley Wealth Management Experience October 2004 - January 2008
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. August 2013 - Present
Raymond James Financial Inc. January 2008 - August 2013
Morgan Stanley Wealth Management October 2004 - January 2008
Education
Florida Atlantic University 2001 — 2004
Bachelor of Business Administration (BBA), Finance, General
Methodist College
UBS Financial Services Inc. August 2013 - Present
Raymond James Financial Inc. January 2008 - August 2013
Morgan Stanley Wealth Management October 2004 - January 2008
Education
Florida Atlantic University 2001 — 2004
Bachelor of Business Administration (BBA), Finance, General
Methodist College
Andrew Hendrickson's Morgan Stanley Wealth Management Experience May 2012 - June 2014
Job Business Graduate at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters August 2015 - Present
Steward Partners Global Advisory, Raymond James Financial Services June 2014 - August 2015
Financial Services (Self Employed) August 2013 - August 2014
Morgan Stanley Wealth Management May 2012 - June 2014
Roxbury Swim and Tennis Club June 2008 - June 2013
Morgan Stanley May 2012 - May 2013
Skills
Cold Calling, Eagle Scout, Team Leadership, Microsoft Office, Microsoft Word, Public Speaking, Research, Bloomberg Terminal, Stock Market, Series 7, Microsoft Excel, Pay Close Attention to..., SPSS, Sales Prospecting, Detailed Organization, Speech Writing, Writing, Boy Scouts, Swimmer, Scuba Diving, First Aid, Cpr Certified, Wilderness First Aid, AED, Sailing, Navigation, Survival Training, Typing, Driving License, Driving Performance, Boxing
Education
Fordham University 2011 — 2015
Major: Applied Accounting and Finance; Minor: in Economics, Accounting, Finance and Economics, Graduate
Thomson Reuters August 2015 - Present
Steward Partners Global Advisory, Raymond James Financial Services June 2014 - August 2015
Financial Services (Self Employed) August 2013 - August 2014
Morgan Stanley Wealth Management May 2012 - June 2014
Roxbury Swim and Tennis Club June 2008 - June 2013
Morgan Stanley May 2012 - May 2013
Skills
Cold Calling, Eagle Scout, Team Leadership, Microsoft Office, Microsoft Word, Public Speaking, Research, Bloomberg Terminal, Stock Market, Series 7, Microsoft Excel, Pay Close Attention to..., SPSS, Sales Prospecting, Detailed Organization, Speech Writing, Writing, Boy Scouts, Swimmer, Scuba Diving, First Aid, Cpr Certified, Wilderness First Aid, AED, Sailing, Navigation, Survival Training, Typing, Driving License, Driving Performance, Boxing
Education
Fordham University 2011 — 2015
Major: Applied Accounting and Finance; Minor: in Economics, Accounting, Finance and Economics, Graduate
Jaime Castelblanco Jaime Castelblanco's Morgan Stanley Wealth Management Experience July 2011 - August 2012
Job Senior Wealth Strategist
Industry Financial Services
Experience
UBS Wealth Management May 2014 - Present
Citi August 2012 - May 2014
Morgan Stanley Wealth Management July 2011 - August 2012
Merrill Lynch August 2007 - July 2012
Skills
Wealth Management, Investments, Private Banking, Asset Allocation, Equities, Fixed Income, Capital Markets, Portfolio Performance..., High Net Worth..., Series 7, Series 63, Series 65, Investment Management, Bloomberg, Zephyr Style Advisor, Mutual Funds, Relationship Management, Structured Products
Education
Florida International University 2002 — 2007
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Universidad del Norte 1998 — 2000
Industrial Engineering
UBS Wealth Management May 2014 - Present
Citi August 2012 - May 2014
Morgan Stanley Wealth Management July 2011 - August 2012
Merrill Lynch August 2007 - July 2012
Skills
Wealth Management, Investments, Private Banking, Asset Allocation, Equities, Fixed Income, Capital Markets, Portfolio Performance..., High Net Worth..., Series 7, Series 63, Series 65, Investment Management, Bloomberg, Zephyr Style Advisor, Mutual Funds, Relationship Management, Structured Products
Education
Florida International University 2002 — 2007
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Universidad del Norte 1998 — 2000
Industrial Engineering
Said Nouhaili's Morgan Stanley Wealth Management Experience April 2012 - March 2013
Job Modern Woodmen of America
Industry Banking
Experience
Modern Woodmen of America May 2013 - Present
Morgan Stanley Wealth Management April 2012 - March 2013
SunTrust Bank 2004 - 2012
Citizens Bank April 2000 - August 2004
Skills
Licensed Life Insurance..., Retirement Planning, Investments, Long-term Care, Small Business Lending, Loans, Consumer Lending, Mortgage Lending, Commercial Lending, Cross Selling, Loan Origination, Business Management, Small Business, Fluent in French and..., Banking, Business Banking, Retail Banking, Branch Management, Branch Banking, Deposits
Education
Framingham State College 1995 — 2000
Bachelor of Arts, Economics
University Hassan II 1983 — 1985
Associates Degree, Biology
Modern Woodmen of America May 2013 - Present
Morgan Stanley Wealth Management April 2012 - March 2013
SunTrust Bank 2004 - 2012
Citizens Bank April 2000 - August 2004
Skills
Licensed Life Insurance..., Retirement Planning, Investments, Long-term Care, Small Business Lending, Loans, Consumer Lending, Mortgage Lending, Commercial Lending, Cross Selling, Loan Origination, Business Management, Small Business, Fluent in French and..., Banking, Business Banking, Retail Banking, Branch Management, Branch Banking, Deposits
Education
Framingham State College 1995 — 2000
Bachelor of Arts, Economics
University Hassan II 1983 — 1985
Associates Degree, Biology
Melinda Sung, CFP®'s Morgan Stanley Wealth Management Experience June 2009 - Present
Job Financial Advisor
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2009 - Present
Skills
Investments, Asset Managment, Tax, Portfolio Management, Financial Analysis, Accounting, Asset Management, Financial Modeling, Investment Advisory, Strategic Financial..., Internal Audit, Valuation, Bonds, Leadership, Financial Planning, Microsoft Office
Education
Emory University - Goizueta Business School 2002 — 2006
BBA
Parkway North High School 1998 — 2002
University of Georgia - Terry College of Business
Morgan Stanley Wealth Management June 2009 - Present
Skills
Investments, Asset Managment, Tax, Portfolio Management, Financial Analysis, Accounting, Asset Management, Financial Modeling, Investment Advisory, Strategic Financial..., Internal Audit, Valuation, Bonds, Leadership, Financial Planning, Microsoft Office
Education
Emory University - Goizueta Business School 2002 — 2006
BBA
Parkway North High School 1998 — 2002
University of Georgia - Terry College of Business
(J.C.) Jonathan Schechter (J.C.) Jonathan Schechter's Morgan Stanley Wealth Management Experience 2012 - June 2014
Job Relationship Banker at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2012 - June 2014
Florida Gulf Coast University June 2012 - May 2014
University of Central Florida June 2008 - May 2012
Cornerstone Project May 2010 - July 2010
Sunset Preparatory School June 2004 - August 2008
Education
Florida Gulf Coast University 2012 — 2014
Master's of Business Administration, Finance and Financial Management Services
University of Central Florida 2008 — 2012
Bachelor of Science in Business Administration, Finance
Barron Collier High School 2004 — 2008
Morgan Stanley Wealth Management 2012 - June 2014
Florida Gulf Coast University June 2012 - May 2014
University of Central Florida June 2008 - May 2012
Cornerstone Project May 2010 - July 2010
Sunset Preparatory School June 2004 - August 2008
Education
Florida Gulf Coast University 2012 — 2014
Master's of Business Administration, Finance and Financial Management Services
University of Central Florida 2008 — 2012
Bachelor of Science in Business Administration, Finance
Barron Collier High School 2004 — 2008
Mark McCarthy Mark McCarthy's Morgan Stanley Wealth Management Experience June 2009 - Present
Job Managing Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2009 - Present
Citi Smith Barney July 1997 - June 2009
First Boston 1985 - 1991
Skills
Wealth Management, Investment Advisory, Re-engineering, Investments, Mutual Funds, Securities, Offshoring, Financial Markets, Team Leadership, Alternative Investments, Financial Services, Portfolio Management, Fixed Income, Asset Management, Series 7, Series 63, Asset Managment, Capital Markets, Risk Management, Equities, Banking, FINRA, Investment Management
Education
Fordham Gabelli School of Business 1977 — 1980
MBA, Finance
Georgetown University 1971 — 1975
Bachelor of Science, Psychology
Morgan Stanley Wealth Management June 2009 - Present
Citi Smith Barney July 1997 - June 2009
First Boston 1985 - 1991
Skills
Wealth Management, Investment Advisory, Re-engineering, Investments, Mutual Funds, Securities, Offshoring, Financial Markets, Team Leadership, Alternative Investments, Financial Services, Portfolio Management, Fixed Income, Asset Management, Series 7, Series 63, Asset Managment, Capital Markets, Risk Management, Equities, Banking, FINRA, Investment Management
Education
Fordham Gabelli School of Business 1977 — 1980
MBA, Finance
Georgetown University 1971 — 1975
Bachelor of Science, Psychology
Jason K. Spencer Jason K. Spencer's Morgan Stanley Wealth Management Experience November 2010 - July 2013
Job President of Brighton Wealth Management
Industry Financial Services
Experience
Brighton Wealth Management August 2013 - Present
Morgan Stanley Wealth Management November 2010 - July 2013
Spencer Capital Management, LLC October 2005 - October 2010
Altea Trading Company June 1999 - October 2005
Saul Stone & Company January 1997 - June 1999
Skills
Alternative Investments, Commodities, Futures, Precious Metals, Estate Planning, Qualified Retirement..., Institutional Services, Insurance, Lending, Wealth Management, Asset Management, Hedge Funds, Private Equity, Derivatives, Banking, Fixed Income, Retirement Planning, Equities, Investments, Loans, Corporate Finance, Due Diligence, Series 7, Retirement, Valuation, Investment Strategies, Asset Allocation, Sales Management, Equity Trading, Capital Markets, Uniform Combined State..., Mergers & Acquisitions, Series 63, Options, Relationship Management, Financial Services, Financial Analysis, Financial Modeling, Risk Management, Investment Advisory, Asset Managment, Financial Advisory, Trading, Business Development, Bonds, New Business Development, Securities, Strategic Financial...
Education
Florida Atlantic University
MBA, Finance
Brighton Wealth Management August 2013 - Present
Morgan Stanley Wealth Management November 2010 - July 2013
Spencer Capital Management, LLC October 2005 - October 2010
Altea Trading Company June 1999 - October 2005
Saul Stone & Company January 1997 - June 1999
Skills
Alternative Investments, Commodities, Futures, Precious Metals, Estate Planning, Qualified Retirement..., Institutional Services, Insurance, Lending, Wealth Management, Asset Management, Hedge Funds, Private Equity, Derivatives, Banking, Fixed Income, Retirement Planning, Equities, Investments, Loans, Corporate Finance, Due Diligence, Series 7, Retirement, Valuation, Investment Strategies, Asset Allocation, Sales Management, Equity Trading, Capital Markets, Uniform Combined State..., Mergers & Acquisitions, Series 63, Options, Relationship Management, Financial Services, Financial Analysis, Financial Modeling, Risk Management, Investment Advisory, Asset Managment, Financial Advisory, Trading, Business Development, Bonds, New Business Development, Securities, Strategic Financial...
Education
Florida Atlantic University
MBA, Finance
Tara Kalwarski Tara Kalwarski's Morgan Stanley Wealth Management Experience May 2010 - Present
Job Financial Journalist
Industry Writing and Editing
Experience
Morgan Stanley Wealth Management May 2010 - Present
McGraw-Hill May 2008 - May 2010
Crain Communications 2006 - 2008
Time Inc. 2001 - 2006
Skills
Copy Editing, Editing, Journalism, Editorial, Magazines
Education
Fordham University 1998 — 2001
Bachelor of Arts (B.A.), English, Mathematics
Morgan Stanley Wealth Management May 2010 - Present
McGraw-Hill May 2008 - May 2010
Crain Communications 2006 - 2008
Time Inc. 2001 - 2006
Skills
Copy Editing, Editing, Journalism, Editorial, Magazines
Education
Fordham University 1998 — 2001
Bachelor of Arts (B.A.), English, Mathematics
Ira Kravitz's Morgan Stanley Wealth Management Experience 1991 - 2008
Job Ira Kravitz, Managing Director – Wealth Management, UBS Financial Services Inc.
Industry Financial Services
Experience
UBS August 2009 - Present
Morgan Stanley Wealth Management 1991 - 2008
Education
The University of Chicago - Booth School of Business
Senior Institutional Consulting Education Program
Wharton School of Business
Sr. Institutional Consultant's Program
Wharton School of Business
Certified Investment Management Analyst (CIMA designation)
Wharton School of Business
Senior Consultant Program
Emory University
Bachelor of Business Administration (B.B.A.)
UBS August 2009 - Present
Morgan Stanley Wealth Management 1991 - 2008
Education
The University of Chicago - Booth School of Business
Senior Institutional Consulting Education Program
Wharton School of Business
Sr. Institutional Consultant's Program
Wharton School of Business
Certified Investment Management Analyst (CIMA designation)
Wharton School of Business
Senior Consultant Program
Emory University
Bachelor of Business Administration (B.B.A.)
Eladio Santiago Eladio Santiago's Morgan Stanley Wealth Management Experience October 2008 - November 2012
Job UBS Financial Services Inc. Senior Vice President Wealth Management
Industry Financial Services
Experience
UBS Financial Services Inc. November 2012 - Present
Morgan Stanley Wealth Management October 2008 - November 2012
Merrill Lynch March 1998 - October 2008
Skills
Investments, Wealth Management
Education
University of Maryland College Park 1984 — 1990
BM MM
Florida International University 1982 — 1984
UBS Financial Services Inc. November 2012 - Present
Morgan Stanley Wealth Management October 2008 - November 2012
Merrill Lynch March 1998 - October 2008
Skills
Investments, Wealth Management
Education
University of Maryland College Park 1984 — 1990
BM MM
Florida International University 1982 — 1984
Jim Carbonaro Jim Carbonaro's Morgan Stanley Wealth Management Experience June 2007 - September 2013
Job Registered Corporate Coach and Leadership Development Consultant
Industry Human Resources
Experience
Independent Consultant September 2013 - Present
Morgan Stanley Wealth Management June 2007 - September 2013
Wachovia Securities, LLC January 2000 - July 2005
Skills
Wealth Management, Investments, Series 7, Leadership, Coaching, Leadership Development, Strategic Financial..., Training, Financial Advisory, Series 63, Securities, Management, Asset Management, Investment Advisory, Financial Services, Mutual Funds, FINRA, Relationship Management, Portfolio Management, 401k, Business Development, Alternative Investments, Series 24, Financial Planning
Education
Fordham Gabelli School of Business 1973 — 1976
MBA, Management
Independent Consultant September 2013 - Present
Morgan Stanley Wealth Management June 2007 - September 2013
Wachovia Securities, LLC January 2000 - July 2005
Skills
Wealth Management, Investments, Series 7, Leadership, Coaching, Leadership Development, Strategic Financial..., Training, Financial Advisory, Series 63, Securities, Management, Asset Management, Investment Advisory, Financial Services, Mutual Funds, FINRA, Relationship Management, Portfolio Management, 401k, Business Development, Alternative Investments, Series 24, Financial Planning
Education
Fordham Gabelli School of Business 1973 — 1976
MBA, Management
L. Dale Wicker L. Dale Wicker's Morgan Stanley Wealth Management Experience August 2013 - Present
Job Vice President, Complex Risk Officer at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2013 - Present
Financial Firm August 2006 - Present
Morgan Stanley Smith Barney 1999 - Present
Morgan Stanley February 2005 - August 2006
Morgan Stanley February 2001 - February 2005
Morgan Stanley January 2001 - January 2002
Morgan Stanley August 1999 - February 2001
Legacy Financial Group January 1998 - August 1999
UNITED STATES ARMY January 1994 - January 1998
US Army November 1994 - December 1997
Skills
Equities, Leadership, Management, Training, Strategic Planning, Sales, FX Options, Financial Analysis, Financial Services, Account Management
Education
REGENTS COLLEGE
Bachelor of Science, Liberal Arts; Political Science and Asian Studies
Presidio of Monterey / Defense Language Institute 1995 — 1996
Korean, Korean Language
US ARMY INTELLIGENCE SCHOOL
DEFENSE LANGUAGE INSTITUTE
Lyman High School 1986 — 1991
Excelsior College
BS, Liberal Arts (Poli Sci / Asian Studies)
Morgan Stanley Wealth Management August 2013 - Present
Financial Firm August 2006 - Present
Morgan Stanley Smith Barney 1999 - Present
Morgan Stanley February 2005 - August 2006
Morgan Stanley February 2001 - February 2005
Morgan Stanley January 2001 - January 2002
Morgan Stanley August 1999 - February 2001
Legacy Financial Group January 1998 - August 1999
UNITED STATES ARMY January 1994 - January 1998
US Army November 1994 - December 1997
Skills
Equities, Leadership, Management, Training, Strategic Planning, Sales, FX Options, Financial Analysis, Financial Services, Account Management
Education
REGENTS COLLEGE
Bachelor of Science, Liberal Arts; Political Science and Asian Studies
Presidio of Monterey / Defense Language Institute 1995 — 1996
Korean, Korean Language
US ARMY INTELLIGENCE SCHOOL
DEFENSE LANGUAGE INSTITUTE
Lyman High School 1986 — 1991
Excelsior College
BS, Liberal Arts (Poli Sci / Asian Studies)
Elliot Kathreptis's Morgan Stanley Wealth Management Experience July 2013 - Present
Job Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2013 - Present
Fordham University 2009 - July 2013
Starbolt 9, L.L.C. 2009 - 2011
Wildes & Weinberg, P.C. 2006 - 2008
Quinn Emanuel 2006 - 2006
Weil, Gotshal & Manges, LLP 2002 - 2004
NY Presbyterian Hospital 2000 - 2003
Skills
Compliance, Intellectual Property, Contract Negotiation, Higher Education, Commercial Litigation, Alternative Dispute..., Negotiation, Contract Disputes, Legal Research, Government Contracts, Contract Management, Contract Review, Regulatory Requirements, Federal Regulations, Regulatory Analysis, Employment Contracts, Consultancy, Affinity Programs, Grant Review, Grant Applications, Legal Compliance, Legal Writing, Government Relations, State Compliance, Document Review, Corporate Governance, Criminal Law, Government Procurement, Appeals, Dispute Resolution, Regulations, Securities Regulation, Patent Litigation, Licensing, International Law, Policy, Employment Law, Securities, Privacy Law, Arbitration, Joint Ventures, Competition Law, Immigration Law, Legal Advice, Administrative Law, Legal Assistance, Legal Issues, Courts, Trials, Litigation Support
Education
Fordham University School of Law 2004 — 2007
J.D., Law
University of Canterbury 2007 — 2007
Law
Monash University 2006 — 2007
Law
Humboldt-Universität zu Berlin 2005 — 2005
ADR Certification, Law
Queen's University Belfast 2005 — 2005
Law
University College Dublin 2005 — 2005
Law
Rutgers University-New Brunswick 1997 — 2001
B.A., History, Political Science, Economics
Paramus Catholic High School 1993 — 1997
HS Diploma, General
Morgan Stanley Wealth Management July 2013 - Present
Fordham University 2009 - July 2013
Starbolt 9, L.L.C. 2009 - 2011
Wildes & Weinberg, P.C. 2006 - 2008
Quinn Emanuel 2006 - 2006
Weil, Gotshal & Manges, LLP 2002 - 2004
NY Presbyterian Hospital 2000 - 2003
Skills
Compliance, Intellectual Property, Contract Negotiation, Higher Education, Commercial Litigation, Alternative Dispute..., Negotiation, Contract Disputes, Legal Research, Government Contracts, Contract Management, Contract Review, Regulatory Requirements, Federal Regulations, Regulatory Analysis, Employment Contracts, Consultancy, Affinity Programs, Grant Review, Grant Applications, Legal Compliance, Legal Writing, Government Relations, State Compliance, Document Review, Corporate Governance, Criminal Law, Government Procurement, Appeals, Dispute Resolution, Regulations, Securities Regulation, Patent Litigation, Licensing, International Law, Policy, Employment Law, Securities, Privacy Law, Arbitration, Joint Ventures, Competition Law, Immigration Law, Legal Advice, Administrative Law, Legal Assistance, Legal Issues, Courts, Trials, Litigation Support
Education
Fordham University School of Law 2004 — 2007
J.D., Law
University of Canterbury 2007 — 2007
Law
Monash University 2006 — 2007
Law
Humboldt-Universität zu Berlin 2005 — 2005
ADR Certification, Law
Queen's University Belfast 2005 — 2005
Law
University College Dublin 2005 — 2005
Law
Rutgers University-New Brunswick 1997 — 2001
B.A., History, Political Science, Economics
Paramus Catholic High School 1993 — 1997
HS Diploma, General
Matthew Coombs Matthew Coombs's Morgan Stanley Wealth Management Experience April 2014 - Present
Job Fixed Income Summer Analyst
Industry Financial Services
Experience
Voya Investment Management May 2015 - Present
Morgan Stanley Wealth Management April 2014 - Present
Emory University Goizueta Business School August 2013 - Present
Juniper Hills Golf Club June 2013 - August 2013
Town of Southborough September 2010 - November 2011
Skills
Microsoft Excel, Golf Instruction, Corporate Finance, Financial Accounting, Team Building, Teamwork
Education
Emory University - Goizueta Business School 2012 — 2016
Accounting and Finance
Voya Investment Management May 2015 - Present
Morgan Stanley Wealth Management April 2014 - Present
Emory University Goizueta Business School August 2013 - Present
Juniper Hills Golf Club June 2013 - August 2013
Town of Southborough September 2010 - November 2011
Skills
Microsoft Excel, Golf Instruction, Corporate Finance, Financial Accounting, Team Building, Teamwork
Education
Emory University - Goizueta Business School 2012 — 2016
Accounting and Finance
Shannon Courtney's Morgan Stanley Wealth Management Experience May 2013 - August 2013
Job Shortage Control Analyst at Bloomingdale's
Industry Retail
Experience
Bloomingdale's September 2015 - Present
Invisible Sentinel, Inc. May 2014 - August 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Skills
Mathematics, Data Analysis, Economics, Microsoft Word, PowerPoint, Microsoft Excel, Communication, Social Media, Analysis, Computer Science, Technology, DrJava Programming, Calculus, Matlab, Manufacturing, Photoshop, Sales, Marketing, Lean Six Sigma, Customer Service, OS X, Sales Operations, Operations Management, Asset Management, Documentation Writing, Manufacturing..., Microsoft Office, Public Speaking, Social Networking, Research, Teamwork, Time Management, Leadership, Facebook, Event Planning, Social Media Marketing
Education
Fairfield University 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Mathematics, Economics minor
Academy of Notre Dame de Namur 2007 — 2011
Bloomingdale's September 2015 - Present
Invisible Sentinel, Inc. May 2014 - August 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Skills
Mathematics, Data Analysis, Economics, Microsoft Word, PowerPoint, Microsoft Excel, Communication, Social Media, Analysis, Computer Science, Technology, DrJava Programming, Calculus, Matlab, Manufacturing, Photoshop, Sales, Marketing, Lean Six Sigma, Customer Service, OS X, Sales Operations, Operations Management, Asset Management, Documentation Writing, Manufacturing..., Microsoft Office, Public Speaking, Social Networking, Research, Teamwork, Time Management, Leadership, Facebook, Event Planning, Social Media Marketing
Education
Fairfield University 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Mathematics, Economics minor
Academy of Notre Dame de Namur 2007 — 2011
Aimee Bowman Aimee Bowman's Morgan Stanley Wealth Management Experience October 2012 - Present
Job Business Professional
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2012 - Present
OMNI Fitness 2006 - 2012
Skills
Public Speaking, Customer Service, Social Media, Marketing, Marketing Strategy, Strategic Planning, Sales, Microsoft Office, Social Media Marketing, Event Planning
Education
Florida Gulf Coast University
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication
Morgan Stanley Wealth Management October 2012 - Present
OMNI Fitness 2006 - 2012
Skills
Public Speaking, Customer Service, Social Media, Marketing, Marketing Strategy, Strategic Planning, Sales, Microsoft Office, Social Media Marketing, Event Planning
Education
Florida Gulf Coast University
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication
Molly Forbes's Morgan Stanley Wealth Management Experience September 2013 - May 2015
Job Consulting Sales
Industry Information Technology and Services
Experience
Oracle June 2015 - Present
Morgan Stanley Wealth Management September 2013 - May 2015
WB Mason November 2006 - June 2013
ARAMARK December 2004 - November 2008
Skills
Cold Calling, Account Management, Sales, Sales Presentations, New Business Development, Building Relationships, Microsoft Excel, Event Planning, Client Relations Skills, Sales Operations, Sales Process, Event Management, Salesforce.com, B2B
Education
Emmanuel College 2003 — 2006
BA, Sociology
Noble High School 1998 — 2002
Oracle June 2015 - Present
Morgan Stanley Wealth Management September 2013 - May 2015
WB Mason November 2006 - June 2013
ARAMARK December 2004 - November 2008
Skills
Cold Calling, Account Management, Sales, Sales Presentations, New Business Development, Building Relationships, Microsoft Excel, Event Planning, Client Relations Skills, Sales Operations, Sales Process, Event Management, Salesforce.com, B2B
Education
Emmanuel College 2003 — 2006
BA, Sociology
Noble High School 1998 — 2002
Kevin Concha's Morgan Stanley Wealth Management Experience May 2014 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2014 - Present
Morgan Stanley Wealth Management August 2012 - Present
Skills
Series 7, Series 63, Wealth Management, Asset Allocation, Mutual Funds, Retirement Planning, Equities, Uniform Combined State..., Investments, Fixed Income, Securities, Portfolio Management
Education
Florida Atlantic University 2012 — 2014
Bachelor of Business Administration (BBA), Finance, General, Junior
Morgan Stanley Wealth Management May 2014 - Present
Morgan Stanley Wealth Management August 2012 - Present
Skills
Series 7, Series 63, Wealth Management, Asset Allocation, Mutual Funds, Retirement Planning, Equities, Uniform Combined State..., Investments, Fixed Income, Securities, Portfolio Management
Education
Florida Atlantic University 2012 — 2014
Bachelor of Business Administration (BBA), Finance, General, Junior
Jason Diamond's Morgan Stanley Wealth Management Experience June 2012 - August 2012
Job Markets Group Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2015 - Present
Sterne Agee June 2014 - August 2014
Dynasty Financial Partners June 2013 - August 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Superior Court of New Jersey May 2011 - July 2011
Skills
Mathematics, Finance, Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Social Media, Data Analysis, Leadership, Research, Analysis
Education
Emory University - Goizueta Business School 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Bank of America Merrill Lynch July 2015 - Present
Sterne Agee June 2014 - August 2014
Dynasty Financial Partners June 2013 - August 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Superior Court of New Jersey May 2011 - July 2011
Skills
Mathematics, Finance, Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Social Media, Data Analysis, Leadership, Research, Analysis
Education
Emory University - Goizueta Business School 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Austin Rutherford Austin Rutherford's Morgan Stanley Wealth Management Experience June 2012 - August 2012
Job Student at Elon University Martha and Spencer Love School of Business
Industry Financial Services
Experience
Credit Suisse June 2014 - Present
PwC June 2013 - August 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Rutherford & Christie LLP May 2011 - August 2012
InterGenerate, Inc March 2009 - August 2011
Skills
Visual Basic, Java, Perl, Microsoft Office, Access, Visio, Financial Accounting, Bloomberg Terminal, Microsoft Excel, PowerPoint, Accounting, Microsoft Word, Finance, Financial Analysis, Financial Modeling, Leadership, Social Media
Education
Elon University - Martha and Spencer Love School of Business 2010 — 2014
BSBA Finance and Accounting, Finance and Accounting; Business Fellows, 3.80/4.0
Credit Suisse June 2014 - Present
PwC June 2013 - August 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Rutherford & Christie LLP May 2011 - August 2012
InterGenerate, Inc March 2009 - August 2011
Skills
Visual Basic, Java, Perl, Microsoft Office, Access, Visio, Financial Accounting, Bloomberg Terminal, Microsoft Excel, PowerPoint, Accounting, Microsoft Word, Finance, Financial Analysis, Financial Modeling, Leadership, Social Media
Education
Elon University - Martha and Spencer Love School of Business 2010 — 2014
BSBA Finance and Accounting, Finance and Accounting; Business Fellows, 3.80/4.0
Ryan Kriske's Morgan Stanley Wealth Management Experience January 2013 - January 2014
Job Marketing Specialist at TekPartners/MedPartners
Industry Marketing and Advertising
Experience
TekPartners/MedPartners July 2015 - Present
DeltaTek Digital January 2014 - August 2015
Morgan Stanley Wealth Management January 2013 - January 2014
Mission Transition, Inc. November 2012 - November 2013
University of Phoenix July 2011 - December 2012
US Navy July 2008 - June 2011
Skills
Leadership, Leadership Development, Strategic Planning, Finance, Management, Marketing Strategy, Program Management, Marketing, Social Media Marketing, Business Planning, Team Building, SEO, Email Marketing, Financial Analysis, Microsoft Office, Investments, Policy, Customer Service
Education
University of Phoenix 2011 — 2014
Master of Business Administration (MBA)
Florida State University 2003 — 2007
Bachelor of Science
TekPartners/MedPartners July 2015 - Present
DeltaTek Digital January 2014 - August 2015
Morgan Stanley Wealth Management January 2013 - January 2014
Mission Transition, Inc. November 2012 - November 2013
University of Phoenix July 2011 - December 2012
US Navy July 2008 - June 2011
Skills
Leadership, Leadership Development, Strategic Planning, Finance, Management, Marketing Strategy, Program Management, Marketing, Social Media Marketing, Business Planning, Team Building, SEO, Email Marketing, Financial Analysis, Microsoft Office, Investments, Policy, Customer Service
Education
University of Phoenix 2011 — 2014
Master of Business Administration (MBA)
Florida State University 2003 — 2007
Bachelor of Science
William Valdes's Morgan Stanley Wealth Management Experience October 2014 - Present
Job Assistant Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2014 - Present
Raymond James January 2014 - September 2014
Raymond James - Morgan Keegan July 2011 - January 2014
Regions Bank July 2008 - June 2011
BankAtlantic March 2006 - April 2008
BankAtlantic March 2002 - March 2006
Skills
Portfolio Management, Risk Management, Financial Modeling, Investments, Sales, Microsoft Excel, Leadership, Time Management, Teamwork, Customer Service, Commercial Lending, Commercial Banking, Banking, Microsoft Office
Education
Florida State University 2008 — 2011
BA, Finance, Economics
Morgan Stanley Wealth Management October 2014 - Present
Raymond James January 2014 - September 2014
Raymond James - Morgan Keegan July 2011 - January 2014
Regions Bank July 2008 - June 2011
BankAtlantic March 2006 - April 2008
BankAtlantic March 2002 - March 2006
Skills
Portfolio Management, Risk Management, Financial Modeling, Investments, Sales, Microsoft Excel, Leadership, Time Management, Teamwork, Customer Service, Commercial Lending, Commercial Banking, Banking, Microsoft Office
Education
Florida State University 2008 — 2011
BA, Finance, Economics
Danielle Andion Danielle Andion's Morgan Stanley Wealth Management Experience May 2009 - Present
Job Manager Morgan Stanley International Wealth Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management May 2009 - Present
Bulltick Capital Markets June 2007 - September 2008
Education
Florida International University 2007 — 2008
Master of Business Administration (MBA), Accounting, 3.5
Nova Southeastern University 2003 — 2007
Bachelor's degree, Accounting, 3.5
Morgan Stanley Wealth Management May 2009 - Present
Bulltick Capital Markets June 2007 - September 2008
Education
Florida International University 2007 — 2008
Master of Business Administration (MBA), Accounting, 3.5
Nova Southeastern University 2003 — 2007
Bachelor's degree, Accounting, 3.5
Benjamin Rosenbaum Benjamin Rosenbaum's Morgan Stanley Wealth Management Experience June 2013 - July 2013
Job Economic Analyst Intern at Compass Lexecon
Industry
Experience
Compass Lexecon - An FTI Consulting Subsidiary August 2015 - Present
Washington University in St. Louis January 2014 - Present
Washington University in St. Louis May 2015 - Present
Compass Lexecon - An FTI Consulting Subsidiary June 2015 - August 2015
Washington University in St. Louis May 2013 - May 2015
Compass Lexecon - An FTI Consulting Subsidiary June 2014 - August 2014
Morgan Stanley Wealth Management June 2013 - July 2013
Lufthansa May 2013 - July 2013
Skills
Organization, Leadership, Presentations, Committment, Passion for Success, Microsoft Office, Business Aviation, Microsoft Excel, Economics, Research, Spanish, Coaching
Education
Washington University in St. Louis 2012 — 2016
Economics and Psychology
Francis W. Parker School 2008 — 2012
Compass Lexecon - An FTI Consulting Subsidiary August 2015 - Present
Washington University in St. Louis January 2014 - Present
Washington University in St. Louis May 2015 - Present
Compass Lexecon - An FTI Consulting Subsidiary June 2015 - August 2015
Washington University in St. Louis May 2013 - May 2015
Compass Lexecon - An FTI Consulting Subsidiary June 2014 - August 2014
Morgan Stanley Wealth Management June 2013 - July 2013
Lufthansa May 2013 - July 2013
Skills
Organization, Leadership, Presentations, Committment, Passion for Success, Microsoft Office, Business Aviation, Microsoft Excel, Economics, Research, Spanish, Coaching
Education
Washington University in St. Louis 2012 — 2016
Economics and Psychology
Francis W. Parker School 2008 — 2012
Eric Kuhn's Morgan Stanley Wealth Management Experience June 2009 - June 2012
Job Startup Partner at Rokk3r Labs
Industry Internet
Experience
Rokk3r Labs May 2015 - Present
LexisNexis May 2013 - May 2015
LexisNexis June 2012 - May 2013
Morgan Stanley Wealth Management June 2009 - June 2012
Morgan Stanley Wealth Management September 2008 - June 2009
New England Financial, A MetLife Company January 2008 - August 2008
Consolidated Cordage July 2007 - December 2007
Topdot Mortgage June 2006 - July 2007
AIG January 2005 - August 2005
Skills
Ruby on Rails, HTML, CSS, JavaScript, jQuery, Heroku, Github, Bitcoin, Business Development, Real Estate, Inbound Marketing, Financial Planning
Education
Florida Atlantic University 2005 — 2009
Bachelor of Business Administration (BBA), Business Management Major and Minor in Finance
Codecademy Labs 2015 — 2015
HTML, CSS, jQuery, JavaScript, Angularjs & Ruby on Rails
Rokk3r Labs May 2015 - Present
LexisNexis May 2013 - May 2015
LexisNexis June 2012 - May 2013
Morgan Stanley Wealth Management June 2009 - June 2012
Morgan Stanley Wealth Management September 2008 - June 2009
New England Financial, A MetLife Company January 2008 - August 2008
Consolidated Cordage July 2007 - December 2007
Topdot Mortgage June 2006 - July 2007
AIG January 2005 - August 2005
Skills
Ruby on Rails, HTML, CSS, JavaScript, jQuery, Heroku, Github, Bitcoin, Business Development, Real Estate, Inbound Marketing, Financial Planning
Education
Florida Atlantic University 2005 — 2009
Bachelor of Business Administration (BBA), Business Management Major and Minor in Finance
Codecademy Labs 2015 — 2015
HTML, CSS, jQuery, JavaScript, Angularjs & Ruby on Rails
David Thackeray's Morgan Stanley Wealth Management Experience May 2011 - August 2011
Job Financial Planning Analyst at PepsiCo
Industry Food & Beverages
Experience
Corporate Finance Partners January 2012 - April 2013
Florida International University December 2010 - December 2011
Morgan Stanley Wealth Management May 2011 - August 2011
Skills
M&A experience, Financial Analysis, Teaching, Valuation, Financial Modeling, Monte Carlo Simulation, Statistics, Quantitative Research, Market Research, Bloomberg, Microsoft Excel, Financial Risk, Microsoft Office, Trading, Financial Forecasting, Photoshop, Investments, Corporate Finance, Forecasting, Due Diligence, Strategic Financial..., Mergers & Acquisitions, Risk Management, Digital Marketing, Social Media Marketing, Florida Notary, Economics, Market Analysis, Project Management, Investment Banking, Private Equity, Marketing, Financial Planning
Education
Florida International University 2010 — 2011
M.S., Finance
University of Miami 2006 — 2009
Bachelor's Degree, Experimental Psychology
Corporate Finance Partners January 2012 - April 2013
Florida International University December 2010 - December 2011
Morgan Stanley Wealth Management May 2011 - August 2011
Skills
M&A experience, Financial Analysis, Teaching, Valuation, Financial Modeling, Monte Carlo Simulation, Statistics, Quantitative Research, Market Research, Bloomberg, Microsoft Excel, Financial Risk, Microsoft Office, Trading, Financial Forecasting, Photoshop, Investments, Corporate Finance, Forecasting, Due Diligence, Strategic Financial..., Mergers & Acquisitions, Risk Management, Digital Marketing, Social Media Marketing, Florida Notary, Economics, Market Analysis, Project Management, Investment Banking, Private Equity, Marketing, Financial Planning
Education
Florida International University 2010 — 2011
M.S., Finance
University of Miami 2006 — 2009
Bachelor's Degree, Experimental Psychology
Molly Hoctor Molly Hoctor's Morgan Stanley Wealth Management Experience June 2014 - Present
Job Client Services Associate at Morgan Stanley Wealth Management
Industry Marketing and Advertising
Experience
Morgan Stanley Wealth Management June 2014 - Present
GO! EXPERIENCE DESIGN October 2010 - May 2014
Patch Aol July 2010 - October 2010
Patch.com May 2009 - July 2010
Google May 2007 - August 2008
Skills
Organizational..., Attention To Detail, Problem Solving, New Business Development, PowerPoint, Research, Account Management, Sales
Education
Fairfield University 2006 — 2010
Bachelors, Communications & Marketing
Morgan Stanley Wealth Management June 2014 - Present
GO! EXPERIENCE DESIGN October 2010 - May 2014
Patch Aol July 2010 - October 2010
Patch.com May 2009 - July 2010
Google May 2007 - August 2008
Skills
Organizational..., Attention To Detail, Problem Solving, New Business Development, PowerPoint, Research, Account Management, Sales
Education
Fairfield University 2006 — 2010
Bachelors, Communications & Marketing
Meaghan Schultz Meaghan Schultz's Morgan Stanley Wealth Management Experience May 2012 - December 2012
Job Leadership | Project Management | Strategic Planning | Training | Adaptability | Process Improvement
Industry Logistics and Supply Chain
Experience
Fast Enterprises August 2013 - July 2015
Morgan Stanley Wealth Management May 2012 - December 2012
Education
Penn State Smeal MBA Program 2015 — 2017
Master’s Degree, Supply Chain Management and Strategic Leadership
Emory University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Fast Enterprises August 2013 - July 2015
Morgan Stanley Wealth Management May 2012 - December 2012
Education
Penn State Smeal MBA Program 2015 — 2017
Master’s Degree, Supply Chain Management and Strategic Leadership
Emory University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Jessica Paige Friedman's Morgan Stanley Wealth Management Experience October 2013 - May 2014
Job Wealth Management at UBS
Industry Financial Services
Experience
UBS Wealth Management May 2014 - Present
Morgan Stanley Wealth Management October 2013 - May 2014
Morgan Stanley Wealth Management June 2013 - October 2013
Morgan Stanley Wealth Management September 2012 - May 2013
Sofia June 2010 - August 2010
Skills
Series 7, Series 66, Series 9
Education
Florida Gulf Coast University 2009 — 2013
Bachelor's degree, Marketing Minor Advertising
UBS Wealth Management May 2014 - Present
Morgan Stanley Wealth Management October 2013 - May 2014
Morgan Stanley Wealth Management June 2013 - October 2013
Morgan Stanley Wealth Management September 2012 - May 2013
Sofia June 2010 - August 2010
Skills
Series 7, Series 66, Series 9
Education
Florida Gulf Coast University 2009 — 2013
Bachelor's degree, Marketing Minor Advertising
Daniel Marra Daniel Marra's Morgan Stanley Wealth Management Experience February 2013 - Present
Job Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2013 - Present
Morgan Stanley Wealth Management November 2012 - February 2013
Fordham University September 2008 - May 2012
Fordham University May 2011 - September 2011
UBS February 2011 - May 2011
Angelo's Nursery June 2004 - August 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Facebook, Social Networking, Research, Financial Analysis, Finance, Outlook, Wealth Management, Investments, Economics
Education
Fordham University 2008 — 2012
BS, Finance
Xaverian High School 2004 — 2008
Morgan Stanley Wealth Management February 2013 - Present
Morgan Stanley Wealth Management November 2012 - February 2013
Fordham University September 2008 - May 2012
Fordham University May 2011 - September 2011
UBS February 2011 - May 2011
Angelo's Nursery June 2004 - August 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Facebook, Social Networking, Research, Financial Analysis, Finance, Outlook, Wealth Management, Investments, Economics
Education
Fordham University 2008 — 2012
BS, Finance
Xaverian High School 2004 — 2008
Banpreet Bhangu Banpreet Bhangu's Morgan Stanley Wealth Management Experience May 2013 - November 2013
Job Recruitment Consultant at Harvey Nash
Industry Staffing and Recruiting
Experience
Harvey Nash September 2014 - Present
Mitsubishi UFJ Trust & Banking Corporation (U.S.A.) August 2014 - September 2014
Bond Street Group, LLC April 2014 - August 2014
Morgan Stanley Wealth Management May 2013 - November 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Outlook, Human Resources, Recruiting, Training, Compensation & Benefit, Administrative Work, Interviews, Screening, Benefits Negotiation, Background Checks, Career Counseling, Onboarding, Applicant Tracking..., Talent Acquisition, Technical Recruiting, Talent Management, Management
Education
Fashion Institute of Technology 2015 — 2016
Certificate in Fashion Styling, Fashion Merchandising
Pace University-New York 2013 — 2013
Certificate In Professional Human Resource Management, Human Resources Management
Punjabi University 2006 — 2008
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General
Panjab University 2003 — 2006
Bachelors in Accounting/Commerce, Accounting
Harvey Nash September 2014 - Present
Mitsubishi UFJ Trust & Banking Corporation (U.S.A.) August 2014 - September 2014
Bond Street Group, LLC April 2014 - August 2014
Morgan Stanley Wealth Management May 2013 - November 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Outlook, Human Resources, Recruiting, Training, Compensation & Benefit, Administrative Work, Interviews, Screening, Benefits Negotiation, Background Checks, Career Counseling, Onboarding, Applicant Tracking..., Talent Acquisition, Technical Recruiting, Talent Management, Management
Education
Fashion Institute of Technology 2015 — 2016
Certificate in Fashion Styling, Fashion Merchandising
Pace University-New York 2013 — 2013
Certificate In Professional Human Resource Management, Human Resources Management
Punjabi University 2006 — 2008
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General
Panjab University 2003 — 2006
Bachelors in Accounting/Commerce, Accounting
Heather Durkin Gravelle Heather Durkin Gravelle's Morgan Stanley Wealth Management Experience March 2013 - February 2015
Job Business Development Charlotte & NY
Industry Financial Services
Experience
Mitchell J. Gravelle, CFP®, Financial Advisor February 2015 - Present
Morgan Stanley Wealth Management March 2013 - February 2015
American Express 2009 - April 2010
American Express 2006 - 2009
American Express 2002 - 2006
Start up within AXP 1999 - 2001
American Express 1992 - 1999
Skills
Talent Management, Relationship Management, Organizational..., Strategy, Organizational..., Performance Management, Start-ups, Employee Engagement, Coaching, Business Development, Process Improvement, Strategic Partnerships, Leadership, Leadership Development, Change Management, Human Resources, Organizational Design, Team Building, Management, Vendor Management, GPHR Certified, Onboarding, B2B, Employee Benefits, Mergers & Acquisitions, Talent Acquisition, Executive Coaching, Succession Planning, Recruiting, Marketing, Consulting, Personnel Management, Financial Services, Deferred Compensation, Workforce Planning
Education
Villanova School of Business
Bachelor of Science (BS), Business Administration -Marketing
Fairleigh Dickinson University
Master of Business Administration (MBA)
Mitchell J. Gravelle, CFP®, Financial Advisor February 2015 - Present
Morgan Stanley Wealth Management March 2013 - February 2015
American Express 2009 - April 2010
American Express 2006 - 2009
American Express 2002 - 2006
Start up within AXP 1999 - 2001
American Express 1992 - 1999
Skills
Talent Management, Relationship Management, Organizational..., Strategy, Organizational..., Performance Management, Start-ups, Employee Engagement, Coaching, Business Development, Process Improvement, Strategic Partnerships, Leadership, Leadership Development, Change Management, Human Resources, Organizational Design, Team Building, Management, Vendor Management, GPHR Certified, Onboarding, B2B, Employee Benefits, Mergers & Acquisitions, Talent Acquisition, Executive Coaching, Succession Planning, Recruiting, Marketing, Consulting, Personnel Management, Financial Services, Deferred Compensation, Workforce Planning
Education
Villanova School of Business
Bachelor of Science (BS), Business Administration -Marketing
Fairleigh Dickinson University
Master of Business Administration (MBA)
Marianna Sansotta Marianna Sansotta's Morgan Stanley Wealth Management Experience 2010 - 2014
Job Executive Assistant at AQR Capital Management, LLC
Industry Investment Management
Experience
AQR Capital Management, LLC January 2015 - Present
Atlas Air August 2014 - December 2014
Morgan Stanley Wealth Management 2010 - 2014
The Dannon Company 2009 - 2010
The Dannon Company 2008 - 2009
Heineken USA, Inc. 2005 - 2008
Whitman Breed Abbott & Morgan, LLC 2001 - 2005
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Lotus Notes, Event Planning, Meeting Planning, Executive..., Administrative..., Concur, Project Management, Travel Arrangements, Executive Calendar..., Heavy Calendaring, Itineraries, Expense Reports, Document Review, Following Up, Teamwork, Italian, Spanish, SAP, Business Objects, Administrative..., Business Development, Customer Service, Strategy
Education
Fordham University 1996 — 2000
B.A., Spanish & Sociology
AQR Capital Management, LLC January 2015 - Present
Atlas Air August 2014 - December 2014
Morgan Stanley Wealth Management 2010 - 2014
The Dannon Company 2009 - 2010
The Dannon Company 2008 - 2009
Heineken USA, Inc. 2005 - 2008
Whitman Breed Abbott & Morgan, LLC 2001 - 2005
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Lotus Notes, Event Planning, Meeting Planning, Executive..., Administrative..., Concur, Project Management, Travel Arrangements, Executive Calendar..., Heavy Calendaring, Itineraries, Expense Reports, Document Review, Following Up, Teamwork, Italian, Spanish, SAP, Business Objects, Administrative..., Business Development, Customer Service, Strategy
Education
Fordham University 1996 — 2000
B.A., Spanish & Sociology
Richard Ebaugh Richard Ebaugh's Morgan Stanley Wealth Management Experience May 2013 - April 2014
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2014 - Present
Morgan Stanley Wealth Management May 2013 - April 2014
Fidelity Investments June 2008 - May 2013
Fidelity Investments August 2006 - May 2013
Smith Barney May 2004 - July 2006
Skills
Investments, Wealth Management, Sales, Retirement, Finance, Strategic Financial..., New Business Development, Estate Planning
Education
Florida State University 2010 — 2012
Master of Business Administration (M.B.A.)
University of South Florida - College of Business Administration 2004 — 2006
Bachelor of Business Administration (BBA), Finance, Economics
Indian River Community College 2002 — 2003
Associate of Arts (AA), Finance
Edward Jones April 2014 - Present
Morgan Stanley Wealth Management May 2013 - April 2014
Fidelity Investments June 2008 - May 2013
Fidelity Investments August 2006 - May 2013
Smith Barney May 2004 - July 2006
Skills
Investments, Wealth Management, Sales, Retirement, Finance, Strategic Financial..., New Business Development, Estate Planning
Education
Florida State University 2010 — 2012
Master of Business Administration (M.B.A.)
University of South Florida - College of Business Administration 2004 — 2006
Bachelor of Business Administration (BBA), Finance, Economics
Indian River Community College 2002 — 2003
Associate of Arts (AA), Finance
Erik Lanza Erik Lanza's Morgan Stanley Wealth Management Experience January 2014 - Present
Job Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2014 - Present
Education
Fordham Gabelli School of Business 2007 — 2011
Bachelor's Degree, Finance
University College Dublin 2009 — 2009
Finance, International Finance
Morgan Stanley Wealth Management January 2014 - Present
Education
Fordham Gabelli School of Business 2007 — 2011
Bachelor's Degree, Finance
University College Dublin 2009 — 2009
Finance, International Finance
Connor Reymann's Morgan Stanley Wealth Management Experience July 2013 - Present
Job Advisory Trade Support Analyst at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2013 - Present
New York Life Insurance Company October 2012 - July 2013
Erickson Retirement Communities May 2011 - August 2011
Erickson Retirement Communities June 2010 - August 2010
Skills
Marketing, Sales, PowerPoint, Insurance, Investments, Finance, Equities, Fixed Income, Market Research, Microsoft Excel, Microsoft Office, Microsoft Word, Strategic Planning, Capital Markets, Securities, Bloomberg
Education
Franklin & Marshall College 2008 — 2012
Joint Major, Business and Public Policy
Loyola Blakefield High School 2004 — 2008
Morgan Stanley Wealth Management July 2013 - Present
New York Life Insurance Company October 2012 - July 2013
Erickson Retirement Communities May 2011 - August 2011
Erickson Retirement Communities June 2010 - August 2010
Skills
Marketing, Sales, PowerPoint, Insurance, Investments, Finance, Equities, Fixed Income, Market Research, Microsoft Excel, Microsoft Office, Microsoft Word, Strategic Planning, Capital Markets, Securities, Bloomberg
Education
Franklin & Marshall College 2008 — 2012
Joint Major, Business and Public Policy
Loyola Blakefield High School 2004 — 2008
Alan Babchin's Morgan Stanley Wealth Management Experience June 2013 - August 2013
Job Founder and CEO Nextors.com
Industry Online Media
Experience
Nextors.com December 2012 - Present
Morgan Stanley Wealth Management June 2013 - August 2013
Skills
Social Media, Microsoft Office, Photoshop, Editing, Social Media Marketing, InDesign, Microsoft Word, Social Networking, Facebook, Marketing, Online Marketing, Marketing Strategy, SEO, Online Advertising, Market Research, Spanish, Analytics, Entrepreneurship, PowerPoint, Microsoft Excel
Education
Florida State University - College of Business 2011 — 2015
Bachelor's degree, Finance, General
Nextors.com December 2012 - Present
Morgan Stanley Wealth Management June 2013 - August 2013
Skills
Social Media, Microsoft Office, Photoshop, Editing, Social Media Marketing, InDesign, Microsoft Word, Social Networking, Facebook, Marketing, Online Marketing, Marketing Strategy, SEO, Online Advertising, Market Research, Spanish, Analytics, Entrepreneurship, PowerPoint, Microsoft Excel
Education
Florida State University - College of Business 2011 — 2015
Bachelor's degree, Finance, General
Erin O'Neill Erin O'Neill's Morgan Stanley Wealth Management Experience June 2013 - August 2013
Job .
Industry Higher Education
Experience
Wakefern Food Corp. May 2014 - August 2014
VA/DC First Lego League Tournament September 2013 - December 2013
Morgan Stanley Wealth Management June 2013 - August 2013
Tart & Tufo May 2012 - August 2012
Skills
Event Planning, Customer Service, Microsoft Office, Social Media, Fundraising, Time Management, Coaching, Group Work, Nonprofits, Event Management, Community Outreach, Leadership Development, Community Development, Teamwork, Creative Writing, Advertising, Outlook, Management, Communication, Sales
Education
Fordham University 2015 — 2017
Master's degree, Student Counseling and Personnel Services
James Madison University 2011 — 2015
BA, Organizational Communication/ Human Resource and Development, Junior
Academy of Saint Elizabeth 2007 — 2011
Wakefern Food Corp. May 2014 - August 2014
VA/DC First Lego League Tournament September 2013 - December 2013
Morgan Stanley Wealth Management June 2013 - August 2013
Tart & Tufo May 2012 - August 2012
Skills
Event Planning, Customer Service, Microsoft Office, Social Media, Fundraising, Time Management, Coaching, Group Work, Nonprofits, Event Management, Community Outreach, Leadership Development, Community Development, Teamwork, Creative Writing, Advertising, Outlook, Management, Communication, Sales
Education
Fordham University 2015 — 2017
Master's degree, Student Counseling and Personnel Services
James Madison University 2011 — 2015
BA, Organizational Communication/ Human Resource and Development, Junior
Academy of Saint Elizabeth 2007 — 2011
Joseph V. Bonanno Jr. Joseph V. Bonanno Jr.'s Morgan Stanley Wealth Management Experience May 2011 - December 2013
Job Wealth Management Head of Analytics Strategy & Governance at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Morgan Stanley January 2014 - June 2015
Morgan Stanley Wealth Management May 2011 - December 2013
UBS Investment Bank November 2010 - May 2011
Morgan Stanley Smith Barney July 2007 - October 2010
Morgan Stanley April 1999 - July 2007
Oracle March 1998 - April 1999
Cendant Mobility 1995 - 1998
Skills
Business Intelligence, Strategic Financial..., Business Objects, Financial Reporting, Finance, Financial Services, Essbase, Enterprise Architecture, Business Process, Data Warehousing, Integration, Business Analytics, PMO, Wealth Management, Business Analysis, Analytics, Business Process..., Risk Management, Analysis, Financial Systems, Change Management, Strategy, Data Integration, Executive Reporting, Cognos, Outsourcing, CRM, SAP, EPM, Forecasting, Data Management, Strategic Architecture, Collaborative Problem..., Management, Leadership, Business Development, QlikView, Team Leadership, Relational Databases, Web Development, Large Scale Deployments, Offshore Management, Database Modeling, Changing Environments, Leading Change, Big Data, Portfolio Management, Financial Analysis, Executive Management, Self Learning
Education
University of Pennsylvania - The Wharton School 2008 — 2009
Strategic Education and Executive Development Program, Leadership and Talent Management
Fordham University 1991 — 1995
BS, Finance
NRHS
Morgan Stanley July 2015 - Present
Morgan Stanley January 2014 - June 2015
Morgan Stanley Wealth Management May 2011 - December 2013
UBS Investment Bank November 2010 - May 2011
Morgan Stanley Smith Barney July 2007 - October 2010
Morgan Stanley April 1999 - July 2007
Oracle March 1998 - April 1999
Cendant Mobility 1995 - 1998
Skills
Business Intelligence, Strategic Financial..., Business Objects, Financial Reporting, Finance, Financial Services, Essbase, Enterprise Architecture, Business Process, Data Warehousing, Integration, Business Analytics, PMO, Wealth Management, Business Analysis, Analytics, Business Process..., Risk Management, Analysis, Financial Systems, Change Management, Strategy, Data Integration, Executive Reporting, Cognos, Outsourcing, CRM, SAP, EPM, Forecasting, Data Management, Strategic Architecture, Collaborative Problem..., Management, Leadership, Business Development, QlikView, Team Leadership, Relational Databases, Web Development, Large Scale Deployments, Offshore Management, Database Modeling, Changing Environments, Leading Change, Big Data, Portfolio Management, Financial Analysis, Executive Management, Self Learning
Education
University of Pennsylvania - The Wharton School 2008 — 2009
Strategic Education and Executive Development Program, Leadership and Talent Management
Fordham University 1991 — 1995
BS, Finance
NRHS
Nicky Lemke's Morgan Stanley Wealth Management Experience November 2003 - Present
Job Sr. Registered Client Associate
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2003 - Present
Education
Endicott College 1999 — 2003
John Jay 1996 — 1999
Lewisboro elementary
Morgan Stanley Wealth Management November 2003 - Present
Education
Endicott College 1999 — 2003
John Jay 1996 — 1999
Lewisboro elementary
Omar ElRafei's Morgan Stanley Wealth Management Experience July 2011 - September 2013
Job Business Development | US Market at eluminocity GmbH
Industry Renewables & Environment
Experience
eluminocity GmbH March 2015 - Present
ONE Source Consulting LLC January 2014 - Present
Franklin Lakes Environmental Commission January 2010 - July 2015
Morgan Stanley Wealth Management July 2011 - September 2013
Independent Contractor September 2008 - June 2011
ESADE Business School March 2007 - June 2008
HCC Global Financial Products January 2008 - May 2008
Google Inc. December 2006 - March 2007
Skills
Business Development, Entrepreneurship, Financial Analysis, Strategic Planning, Portfolio Management, Business Strategy, Finance, Project Management, International Business, Strategy, Contract Negotiation, Program Management, Spanish, Financial Modeling, Renewable Energy, Emerging Markets, Team Leadership, Energy, Investments, Asset Management, Alternative Investments, Risk Management, Leadership, Product Management, Team Management, Due Diligence, Smart Grid, Smart Cities, LED Lighting Systems, Municipalities, Electric Vehicles, Charging Systems, EV Infrastructure, Management, Marketing Strategy, Start-ups, New Business Development, Sales
Education
ESADE Business School 2007 — 2009
MBA, Finance & Entrepreneurship
Rutgers University-New Brunswick 1989 — 1996
BS, Applied Science in Electrical Engineering
eluminocity GmbH March 2015 - Present
ONE Source Consulting LLC January 2014 - Present
Franklin Lakes Environmental Commission January 2010 - July 2015
Morgan Stanley Wealth Management July 2011 - September 2013
Independent Contractor September 2008 - June 2011
ESADE Business School March 2007 - June 2008
HCC Global Financial Products January 2008 - May 2008
Google Inc. December 2006 - March 2007
Skills
Business Development, Entrepreneurship, Financial Analysis, Strategic Planning, Portfolio Management, Business Strategy, Finance, Project Management, International Business, Strategy, Contract Negotiation, Program Management, Spanish, Financial Modeling, Renewable Energy, Emerging Markets, Team Leadership, Energy, Investments, Asset Management, Alternative Investments, Risk Management, Leadership, Product Management, Team Management, Due Diligence, Smart Grid, Smart Cities, LED Lighting Systems, Municipalities, Electric Vehicles, Charging Systems, EV Infrastructure, Management, Marketing Strategy, Start-ups, New Business Development, Sales
Education
ESADE Business School 2007 — 2009
MBA, Finance & Entrepreneurship
Rutgers University-New Brunswick 1989 — 1996
BS, Applied Science in Electrical Engineering
Jessica Krentzman's Morgan Stanley Wealth Management Experience November 2012 - Present
Job Executive Director, Employee Relations Specialist at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2012 - Present
UBS Investment Bank June 2011 - November 2012
UBS Investment Bank March 2007 - August 2011
Drinker Biddle & Reath LLP September 1997 - February 2007
Skills
Employee Relations, Change Management, Compensation, Mergers, Talent Development
Education
Villanova University School of Law 1994 — 1997
J.D.
Elizabethtown College 1989 — 1993
BA, English/Communications
Morgan Stanley Wealth Management November 2012 - Present
UBS Investment Bank June 2011 - November 2012
UBS Investment Bank March 2007 - August 2011
Drinker Biddle & Reath LLP September 1997 - February 2007
Skills
Employee Relations, Change Management, Compensation, Mergers, Talent Development
Education
Villanova University School of Law 1994 — 1997
J.D.
Elizabethtown College 1989 — 1993
BA, English/Communications
Michelle May's Morgan Stanley Wealth Management Experience May 2013 - Present
Job Head of Marketing: Alternative Investments and Investment Products at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2013 - Present
Neuberger Berman March 2012 - January 2013
Morgan Stanley Smith Barney March 2007 - April 2012
Citigroup February 2005 - February 2007
Citigroup June 2002 - February 2005
Skills
Alternative Investments, Series 7, Series 24, Hedge Funds, Mutual Funds, Wealth Management, Asset Allocation, Investments, Asset Managment
Education
Emory University - Goizueta Business School 1997 — 1999
MBA, Finance / Marketing
Lehigh University - College of Business and Economics 1989 — 1993
BS, Finance
WWHS
Morgan Stanley Wealth Management May 2013 - Present
Neuberger Berman March 2012 - January 2013
Morgan Stanley Smith Barney March 2007 - April 2012
Citigroup February 2005 - February 2007
Citigroup June 2002 - February 2005
Skills
Alternative Investments, Series 7, Series 24, Hedge Funds, Mutual Funds, Wealth Management, Asset Allocation, Investments, Asset Managment
Education
Emory University - Goizueta Business School 1997 — 1999
MBA, Finance / Marketing
Lehigh University - College of Business and Economics 1989 — 1993
BS, Finance
WWHS
Bryan Laiks's Morgan Stanley Wealth Management Experience 2012 - Present
Job Financial Planner / Wealth Manager
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2012 - Present
Consultant 2010 - 2012
LPL Financial 2009 - 2010
ARDEC 2008 - October 2009
Morgan Stanley May 2004 - February 2008
UBS 1999 - 2004
Paine Webber 1990 - 1999
Skills
Financial Analysis, Product Support, Client Services, Investments, Asset Allocation, Portfolio Management, Financial Advisory, Project Planning, Marketing, Product Management, Wealth Management, Series 7, Insurance, Strategic Financial..., Asset Managment, Retirement Planning, Securities, Equities, Mutual Funds, Investment Advisory, Alternative Investments, Retirement, Relationship Management, Investment Banking, Derivatives, Hedge Funds, Due Diligence, Financial Services, Fixed Income, Asset Management, Series 63, ETFs, Finance, Estate Planning, Wealth Management..., Bloomberg, Wealth, Options, Series 24, Financial Markets, Financial Planners
Education
Fairleigh Dickinson University
BS, Accounting / Communication
Fairleigh Dickinson University
MBA, Finance
Morgan Stanley Wealth Management 2012 - Present
Consultant 2010 - 2012
LPL Financial 2009 - 2010
ARDEC 2008 - October 2009
Morgan Stanley May 2004 - February 2008
UBS 1999 - 2004
Paine Webber 1990 - 1999
Skills
Financial Analysis, Product Support, Client Services, Investments, Asset Allocation, Portfolio Management, Financial Advisory, Project Planning, Marketing, Product Management, Wealth Management, Series 7, Insurance, Strategic Financial..., Asset Managment, Retirement Planning, Securities, Equities, Mutual Funds, Investment Advisory, Alternative Investments, Retirement, Relationship Management, Investment Banking, Derivatives, Hedge Funds, Due Diligence, Financial Services, Fixed Income, Asset Management, Series 63, ETFs, Finance, Estate Planning, Wealth Management..., Bloomberg, Wealth, Options, Series 24, Financial Markets, Financial Planners
Education
Fairleigh Dickinson University
BS, Accounting / Communication
Fairleigh Dickinson University
MBA, Finance
Warren Hargett's Morgan Stanley Wealth Management Experience November 2009 - Present
Job Vice President, Corporate Equity Solutions
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2009 - Present
UBS Wealth Management May 2007 - April 2010
UBS Wealth Management July 2005 - May 2007
Skills
Series 7, Financial Modeling, Financial Analysis, Equities, Securities, Financial Statement..., Forecasting, FAS123R, Excel models, MS Excel Pivot Tables, Variance Analysis, Creative Problem Solving, Creative Solutions, Root Cause Problem..., Project Management, Test Case Generation, Creative Solutions..., Investments
Education
FAMU 1998 — 2004
MBA, Business Administration and Management, General
Florida Agricultural and Mechanical University 1998 — 2004
MBA, Finance
Morgan Stanley Wealth Management November 2009 - Present
UBS Wealth Management May 2007 - April 2010
UBS Wealth Management July 2005 - May 2007
Skills
Series 7, Financial Modeling, Financial Analysis, Equities, Securities, Financial Statement..., Forecasting, FAS123R, Excel models, MS Excel Pivot Tables, Variance Analysis, Creative Problem Solving, Creative Solutions, Root Cause Problem..., Project Management, Test Case Generation, Creative Solutions..., Investments
Education
FAMU 1998 — 2004
MBA, Business Administration and Management, General
Florida Agricultural and Mechanical University 1998 — 2004
MBA, Finance
William Whittaker's Morgan Stanley Wealth Management Experience March 2010 - November 2011
Job Analyst, IR / Marketing at Carlson Capital, L.P.
Industry Investment Management
Experience
Carlson Capital, L.P. January 2013 - Present
Iron Peak Capital November 2011 - December 2012
Morgan Stanley Wealth Management March 2010 - November 2011
Education August 1992 - June 2010
Entrepreneur August 2000 - April 2010
Skills
Hedge Funds, New Business Development, Marketing, Investments, Portfolio Management, Alternative Investments, Asset Management, Fixed Income, Investment Advisory, Securities, Financial Analysis, Financial Services, Investor Relations, Capital Markets, Risk Management, Equities, Family Office, Counseling Psychology, Athletics, Educational Leadership
Education
Fordham University 1995 — 1997
Master of Education (MEd)
Principia College 1988 — 1992
Bachelor of Science (BS)
Carlson Capital, L.P. January 2013 - Present
Iron Peak Capital November 2011 - December 2012
Morgan Stanley Wealth Management March 2010 - November 2011
Education August 1992 - June 2010
Entrepreneur August 2000 - April 2010
Skills
Hedge Funds, New Business Development, Marketing, Investments, Portfolio Management, Alternative Investments, Asset Management, Fixed Income, Investment Advisory, Securities, Financial Analysis, Financial Services, Investor Relations, Capital Markets, Risk Management, Equities, Family Office, Counseling Psychology, Athletics, Educational Leadership
Education
Fordham University 1995 — 1997
Master of Education (MEd)
Principia College 1988 — 1992
Bachelor of Science (BS)
Jean Nikovits's Morgan Stanley Wealth Management Experience June 2012 - Present
Job Operations Specialist, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2012 - Present
Affiliated Computer Services (ACS), a Xerox Company July 2010 - June 2012
Wyeth Pharmaceuticals October 2000 - February 2008
Benchmark Federal Credit Union, serving employees of Wyeth Pharmaceuticals October 1996 - October 2000
Benchmark Federal Credit Union, serving employees of Wyeth Pharmaceuticals March 1995 - September 1995
National Community Bank of NJ January 1982 - September 1993
Kenneth J. Slomienski, Esq. 1986 - 1989
National Community Bank of NJ 1979 - 1982
LaFianza & Aurigemma, Esqs. 1977 - 1978
Dennis A. Maycher, Esq. 1976 - 1977
Skills
Employee Benefits, Customer Service, Microsoft Office, Microsoft Word
Education
Fairleigh Dickinson University
Paralegal Certificate
Morgan Stanley Wealth Management June 2012 - Present
Affiliated Computer Services (ACS), a Xerox Company July 2010 - June 2012
Wyeth Pharmaceuticals October 2000 - February 2008
Benchmark Federal Credit Union, serving employees of Wyeth Pharmaceuticals October 1996 - October 2000
Benchmark Federal Credit Union, serving employees of Wyeth Pharmaceuticals March 1995 - September 1995
National Community Bank of NJ January 1982 - September 1993
Kenneth J. Slomienski, Esq. 1986 - 1989
National Community Bank of NJ 1979 - 1982
LaFianza & Aurigemma, Esqs. 1977 - 1978
Dennis A. Maycher, Esq. 1976 - 1977
Skills
Employee Benefits, Customer Service, Microsoft Office, Microsoft Word
Education
Fairleigh Dickinson University
Paralegal Certificate
Sabine Scholz's Morgan Stanley Wealth Management Experience August 2008 - Present
Job Partner at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2008 - Present
Florida International University September 2004 - May 2007
Modeling & Television Entertainment January 1990 - July 2000
Education
University of Florida 2015 — 2017
CPFFP / CFP, Economics/Finance
Florida International University 2004 — 2010
Doctoral Student, Clinical Psychology
Bavaria, Germany
Morgan Stanley Wealth Management August 2008 - Present
Florida International University September 2004 - May 2007
Modeling & Television Entertainment January 1990 - July 2000
Education
University of Florida 2015 — 2017
CPFFP / CFP, Economics/Finance
Florida International University 2004 — 2010
Doctoral Student, Clinical Psychology
Bavaria, Germany
Jennifer Hradek's Morgan Stanley Wealth Management Experience January 2011 - Present
Job Registered Financial Planning Associate helping Individuals in Fairfield County to achieve Financial Freedom
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2011 - Present
Chase Investment Services Corp. May 2006 - January 2011
JPMorgan Chase 2005 - 2006
Skills
Investments, Portfolio Management, Retirement Planning, Wealth Management, Marketing, Personal Financial..., Relationship Management, Life Insurance, Long Term Care Insurance, Series 7, Series 63
Education
Fairfield University
Certified Financial Planner courses
Sacred Heart University 2000 — 2004
BS, Finance, Business Management, Marketing
Morgan Stanley Wealth Management January 2011 - Present
Chase Investment Services Corp. May 2006 - January 2011
JPMorgan Chase 2005 - 2006
Skills
Investments, Portfolio Management, Retirement Planning, Wealth Management, Marketing, Personal Financial..., Relationship Management, Life Insurance, Long Term Care Insurance, Series 7, Series 63
Education
Fairfield University
Certified Financial Planner courses
Sacred Heart University 2000 — 2004
BS, Finance, Business Management, Marketing
Carmine Pezzella,Jr.'s Morgan Stanley Wealth Management Experience December 2012 - March 2015
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2015 - Present
Morgan Stanley Wealth Management December 2012 - March 2015
Boenning & Scattergood, Inc. September 2010 - February 2012
Hightower Advisors October 2009 - September 2010
Donnelly and Steen/Coastal Equities March 2009 - September 2009
UBS August 1980 - December 2008
Paine Webber 1995 - 2000
Kidder,Peabody 1980 - 1995
Skills
Wealth Management, Series 63, Securities, Investment Advisory, Alternative Investments, Series 7, Investments, Asset Managment, Asset Allocation, FINRA, Equities
Education
Fordham University
Merrill Lynch March 2015 - Present
Morgan Stanley Wealth Management December 2012 - March 2015
Boenning & Scattergood, Inc. September 2010 - February 2012
Hightower Advisors October 2009 - September 2010
Donnelly and Steen/Coastal Equities March 2009 - September 2009
UBS August 1980 - December 2008
Paine Webber 1995 - 2000
Kidder,Peabody 1980 - 1995
Skills
Wealth Management, Series 63, Securities, Investment Advisory, Alternative Investments, Series 7, Investments, Asset Managment, Asset Allocation, FINRA, Equities
Education
Fordham University
Alisha Nazir's Morgan Stanley Wealth Management Experience July 2010 - January 2013
Job Finance Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2010 - January 2013
Morgan Stanley July 2008 - June 2010
UBS Financial Services May 2008 - August 2008
Fordham University Office of Residential Life April 2007 - June 2008
Skills
Bloomberg, Financial Modeling, Fixed Income, Hedge Funds, Series 7, Bloomberg Terminal, Valuation, Equities, Strategic Financial..., Series 63, Corporate Finance, Capital Markets
Education
Fordham University 2006 — 2010
BS, Finance
Fordham University, Gabelli School of Business 2006 — 2010
Bachelor of Science, Finance; Economics
Morgan Stanley Wealth Management July 2010 - January 2013
Morgan Stanley July 2008 - June 2010
UBS Financial Services May 2008 - August 2008
Fordham University Office of Residential Life April 2007 - June 2008
Skills
Bloomberg, Financial Modeling, Fixed Income, Hedge Funds, Series 7, Bloomberg Terminal, Valuation, Equities, Strategic Financial..., Series 63, Corporate Finance, Capital Markets
Education
Fordham University 2006 — 2010
BS, Finance
Fordham University, Gabelli School of Business 2006 — 2010
Bachelor of Science, Finance; Economics
Barbara Yellin's Morgan Stanley Wealth Management Experience June 2009 - Present
Job VP at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2009 - Present
Citigroup 2003 - 2009
MetLife 1982 - 2002
Skills
Investments, Insurance, Securities, Asset Managment, Series 63, Mutual Funds, Portfolio Management, Series 7, Risk Management, Capital Markets, Wealth Management, Financial Services, Equities, Alternative Investments, Hedge Funds, SDLC, Fixed Income, Financial Risk, Investment Advisory, AML, Asset Allocation, Investment Management, Financial Advisory, FINRA, Derivatives, Retirement Planning, Options, Series 24, Investment Strategies, Retirement, Strategic Financial..., Structured Products, Private Banking, Relationship Management, Private Equity, Investment Banking, Asset Management, Fixed Annuities, Operational Risk, Financial Planning
Education
Fordham University - Graduate School of Business Administration
MBA, Information Systems
University of Rochester
BA, English
Morgan Stanley Wealth Management June 2009 - Present
Citigroup 2003 - 2009
MetLife 1982 - 2002
Skills
Investments, Insurance, Securities, Asset Managment, Series 63, Mutual Funds, Portfolio Management, Series 7, Risk Management, Capital Markets, Wealth Management, Financial Services, Equities, Alternative Investments, Hedge Funds, SDLC, Fixed Income, Financial Risk, Investment Advisory, AML, Asset Allocation, Investment Management, Financial Advisory, FINRA, Derivatives, Retirement Planning, Options, Series 24, Investment Strategies, Retirement, Strategic Financial..., Structured Products, Private Banking, Relationship Management, Private Equity, Investment Banking, Asset Management, Fixed Annuities, Operational Risk, Financial Planning
Education
Fordham University - Graduate School of Business Administration
MBA, Information Systems
University of Rochester
BA, English
Vincent Lumia's Morgan Stanley Wealth Management Experience 1999 - Present
Job Managing Director Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley Wealth Management 1999 - Present
Education
Fordham University 1995 — 1998
Bachelor of Arts (B.A.), Pre-Law Studies
Morgan Stanley Wealth Management 1999 - Present
Education
Fordham University 1995 — 1998
Bachelor of Arts (B.A.), Pre-Law Studies
Francesca Fabietti's Morgan Stanley Wealth Management Experience November 2013 - Present
Job Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2013 - Present
Barclays Capital October 2012 - November 2013
Skills
Asset Management, Equities
Education
Florida Atlantic University 2003 — 2005
International Business and, Finance
Morgan Stanley Wealth Management November 2013 - Present
Barclays Capital October 2012 - November 2013
Skills
Asset Management, Equities
Education
Florida Atlantic University 2003 — 2005
International Business and, Finance
Jennifer Zephirin's Morgan Stanley Wealth Management Experience May 2012 - October 2013
Job Vice President, Strategic Outreach, Center for Talent Innovation
Industry Human Resources
Experience
Center for Talent Innovation October 2013 - Present
Hewlett Consulting Partners October 2013 - Present
Morgan Stanley Wealth Management May 2012 - October 2013
Morgan Stanley May 2010 - May 2012
NERA Economic Consulting November 2008 - May 2010
FactSet Research Systems July 2007 - November 2008
UBS 2006 - 2006
Skills
Diversity Strategy..., High Potential..., Recruiting, Training and Development, Client Relations, Quantitative Analytics, Onboarding, Human Resources, Talent Acquisition, Employee Engagement, Talent Management, Organizational..., Leadership Development, Applicant Tracking...
Education
Fairfield University 2003 — 2007
BA, Economics
Center for Talent Innovation October 2013 - Present
Hewlett Consulting Partners October 2013 - Present
Morgan Stanley Wealth Management May 2012 - October 2013
Morgan Stanley May 2010 - May 2012
NERA Economic Consulting November 2008 - May 2010
FactSet Research Systems July 2007 - November 2008
UBS 2006 - 2006
Skills
Diversity Strategy..., High Potential..., Recruiting, Training and Development, Client Relations, Quantitative Analytics, Onboarding, Human Resources, Talent Acquisition, Employee Engagement, Talent Management, Organizational..., Leadership Development, Applicant Tracking...
Education
Fairfield University 2003 — 2007
BA, Economics
Amy Purifoy's Morgan Stanley Wealth Management Experience May 2014 - March 2015
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Morgan Stanley Wealth Management May 2014 - March 2015
Fidelity Investments June 2011 - May 2014
Fidelity Investments October 2010 - June 2011
Fidelity Investments June 2008 - October 2010
Wachovia, A Wells Fargo Company August 2007 - June 2008
Lyons and Farrar, PA January 2006 - March 2007
Skills
Series 63, Series 7, Life Insurance, Series 65, Series 9, Series 10
Education
Florida State University - College of Business 2003 — 2007
BS, Finance, Real Estate
Fidelity Investments March 2015 - Present
Morgan Stanley Wealth Management May 2014 - March 2015
Fidelity Investments June 2011 - May 2014
Fidelity Investments October 2010 - June 2011
Fidelity Investments June 2008 - October 2010
Wachovia, A Wells Fargo Company August 2007 - June 2008
Lyons and Farrar, PA January 2006 - March 2007
Skills
Series 63, Series 7, Life Insurance, Series 65, Series 9, Series 10
Education
Florida State University - College of Business 2003 — 2007
BS, Finance, Real Estate
Elaine Trotta's Morgan Stanley Wealth Management Experience June 2013 - Present
Job Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2013 - Present
UBS Financial Services Inc. March 2012 - August 2012
UBS Financial Services Inc 2009 - 2012
UBS Financial Services 1985 - 2012
UBS International Inc/UBS 2002 - 2010
Skills
Series 7, Wealth Management, Series 63, Securities, Fixed Income, Equities, Mutual Funds, AML, Alternative Investments, Investment Advisory, Financial Services, Risk Management, Investments, Organizational..., Series 24, Series 65, Series 8, Series 3, Series 15, NJ Insurance License
Education
Fairleigh Dickinson University 1978 — 1981
Master of Arts (MA), Child Psychology
Rutgers, The State University of New Jersey-New Brunswick 1973 — 1977
Bachelor of Arts (BA), Psychology
Morgan Stanley Wealth Management June 2013 - Present
UBS Financial Services Inc. March 2012 - August 2012
UBS Financial Services Inc 2009 - 2012
UBS Financial Services 1985 - 2012
UBS International Inc/UBS 2002 - 2010
Skills
Series 7, Wealth Management, Series 63, Securities, Fixed Income, Equities, Mutual Funds, AML, Alternative Investments, Investment Advisory, Financial Services, Risk Management, Investments, Organizational..., Series 24, Series 65, Series 8, Series 3, Series 15, NJ Insurance License
Education
Fairleigh Dickinson University 1978 — 1981
Master of Arts (MA), Child Psychology
Rutgers, The State University of New Jersey-New Brunswick 1973 — 1977
Bachelor of Arts (BA), Psychology
Mardette Maliszewski's Morgan Stanley Wealth Management Experience March 2010 - March 2014
Job Manager, Enterprise Supplier Management at Capital One
Industry Financial Services
Experience
Capital One March 2014 - Present
Morgan Stanley Wealth Management March 2010 - March 2014
UBS Financial Services July 2007 - November 2009
UBS Financial Services January 2008 - July 2009
UBS 2007 - 2009
Smith Barney Inc April 1987 - July 2007
Merrill Lynch Inc June 1985 - April 1987
Skills
Investments, Equities, Operations Management, Mutual Funds, Investment Advisory, Operations, Wealth Management, Asset Managment, Portfolio Management, Strategic Financial..., Securities, Series 7, Risk Management, Financial Services, Management, Series 63, Series 8
Education
Elizabethtown College 1981 — 1985
B.A., Political Science
Springfield High School 1979 — 1981
High School Diploma, College Prep
Capital One March 2014 - Present
Morgan Stanley Wealth Management March 2010 - March 2014
UBS Financial Services July 2007 - November 2009
UBS Financial Services January 2008 - July 2009
UBS 2007 - 2009
Smith Barney Inc April 1987 - July 2007
Merrill Lynch Inc June 1985 - April 1987
Skills
Investments, Equities, Operations Management, Mutual Funds, Investment Advisory, Operations, Wealth Management, Asset Managment, Portfolio Management, Strategic Financial..., Securities, Series 7, Risk Management, Financial Services, Management, Series 63, Series 8
Education
Elizabethtown College 1981 — 1985
B.A., Political Science
Springfield High School 1979 — 1981
High School Diploma, College Prep
Chad Leverone's Morgan Stanley Wealth Management Experience September 2011 - March 2013
Job Registered Client Service Associate
Industry Financial Services
Experience
Merrill Lynch April 2013 - Present
Morgan Stanley Wealth Management September 2011 - March 2013
SunLovers Tanning of Needham January 2006 - March 2013
TJX April 2001 - April 2006
Skills
Finance, Leadership, Series 7, Customer Service
Education
Framingham State University
Merrill Lynch April 2013 - Present
Morgan Stanley Wealth Management September 2011 - March 2013
SunLovers Tanning of Needham January 2006 - March 2013
TJX April 2001 - April 2006
Skills
Finance, Leadership, Series 7, Customer Service
Education
Framingham State University
Chilton Simmons, CFA's Morgan Stanley Wealth Management Experience October 2006 - June 2009
Job Center of Excellence in Analytics at ALSAC/St. Jude Children's Research Hospital
Industry Financial Services
Experience
St. Jude Children's Research Hospital June 2014 - Present
FedEx Express June 2011 - June 2014
University of South Carolina June 2009 - September 2011
Bank of America June 2010 - August 2010
Morgan Stanley Wealth Management October 2006 - June 2009
NBSC, a division of Synovus Bank August 2005 - October 2006
SOUTH CAROLINA STATE SENATE August 2004 - May 2005
Skills
Forecasting, Budgets, PowerPoint, Financial Reporting, Strategic Planning, Investments, Economics, Corporate Finance, Microsoft Office, Project Planning, Management, Business Planning, Accounting, Analysis, Financial Analysis
Education
University of South Carolina - The Moore School of Business 2009 — 2011
IMBA, Finance, Accounting
Ecole supérieure de Commerce de Clermont-Ferrand 2010 — 2010
Semester abroad, French Language
UNIVERSITY OF SOUTH CAROLINA 2004 — 2005
Bachelor of Arts, English; Art History
St. Jude Children's Research Hospital June 2014 - Present
FedEx Express June 2011 - June 2014
University of South Carolina June 2009 - September 2011
Bank of America June 2010 - August 2010
Morgan Stanley Wealth Management October 2006 - June 2009
NBSC, a division of Synovus Bank August 2005 - October 2006
SOUTH CAROLINA STATE SENATE August 2004 - May 2005
Skills
Forecasting, Budgets, PowerPoint, Financial Reporting, Strategic Planning, Investments, Economics, Corporate Finance, Microsoft Office, Project Planning, Management, Business Planning, Accounting, Analysis, Financial Analysis
Education
University of South Carolina - The Moore School of Business 2009 — 2011
IMBA, Finance, Accounting
Ecole supérieure de Commerce de Clermont-Ferrand 2010 — 2010
Semester abroad, French Language
UNIVERSITY OF SOUTH CAROLINA 2004 — 2005
Bachelor of Arts, English; Art History
Gabriel D'Amica's Morgan Stanley Wealth Management Experience November 2009 - October 2010
Job at Merrill Edge
Industry Financial Services
Experience
Merrill Edge March 2013 - Present
Merrill Lynch November 2011 - February 2013
Merrill Lynch November 2010 - October 2011
Morgan Stanley Wealth Management November 2009 - October 2010
Morgan Stanley Smith Barney November 1995 - October 2009
Smith Barney October 1993 - October 1995
Advest, Inc. October 1992 - September 1993
Shearson Lehman Brothers September 1986 - September 1992
Education
Northeastern University
Master of Business Administration (M.B.A.), Finance, General
Fashion Institute of Technology
Bachelor of Applied Science
Merrill Edge March 2013 - Present
Merrill Lynch November 2011 - February 2013
Merrill Lynch November 2010 - October 2011
Morgan Stanley Wealth Management November 2009 - October 2010
Morgan Stanley Smith Barney November 1995 - October 2009
Smith Barney October 1993 - October 1995
Advest, Inc. October 1992 - September 1993
Shearson Lehman Brothers September 1986 - September 1992
Education
Northeastern University
Master of Business Administration (M.B.A.), Finance, General
Fashion Institute of Technology
Bachelor of Applied Science
Sydney Klitzner's Morgan Stanley Wealth Management Experience November 2013 - Present
Job
Industry Investment Management
Experience
Morgan Stanley Wealth Management November 2013 - Present
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2010
Bachelor of Business Administration
ESCP Europe
Morgan Stanley Wealth Management November 2013 - Present
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2010
Bachelor of Business Administration
ESCP Europe
Shashi Agrawal's Morgan Stanley Wealth Management Experience June 2011 - Present
Job Data Architect at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley Wealth Management June 2011 - Present
Bank of America June 2010 - February 2011
Morgan Stanley Wealth Management June 2007 - May 2010
City University of New York June 2002 - May 2007
ThinkChain Inc March 2001 - April 2002
Eikon America Inc November 1995 - February 2001
Axis Systems Inc June 1994 - October 1995
United Parcel Service October 1990 - May 1994
Skills
Data Modeling, Data Warehousing, Teradata Data Warehouse, SQL Server Database..., Oracle Database..., SQL
Education
Fordham Gabelli School of Business
Master of Business Administration (MBA), Finance, General, 3.5
Indian Institute of Technology, Bombay
Bachelor of Technology (B.Tech.), Electrical and Electronics Engineering, 3.6
The Polytechnic Institute of New York University
Master of Science (M.S.), Electronics Engineering, 3.9
Morgan Stanley Wealth Management June 2011 - Present
Bank of America June 2010 - February 2011
Morgan Stanley Wealth Management June 2007 - May 2010
City University of New York June 2002 - May 2007
ThinkChain Inc March 2001 - April 2002
Eikon America Inc November 1995 - February 2001
Axis Systems Inc June 1994 - October 1995
United Parcel Service October 1990 - May 1994
Skills
Data Modeling, Data Warehousing, Teradata Data Warehouse, SQL Server Database..., Oracle Database..., SQL
Education
Fordham Gabelli School of Business
Master of Business Administration (MBA), Finance, General, 3.5
Indian Institute of Technology, Bombay
Bachelor of Technology (B.Tech.), Electrical and Electronics Engineering, 3.6
The Polytechnic Institute of New York University
Master of Science (M.S.), Electronics Engineering, 3.9
Lora Machkovech's Morgan Stanley Wealth Management Experience November 1993 - Present
Job Senior registered Associate
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 1993 - Present
Morgan Stanley Wealth Management November 1993 - October 2012
Skills
Series 7, Series 63
Education
Franciscan University of Steubenville 1970 — 1973
Bachelor's degree, Accounting
Morgan Stanley Wealth Management November 1993 - Present
Morgan Stanley Wealth Management November 1993 - October 2012
Skills
Series 7, Series 63
Education
Franciscan University of Steubenville 1970 — 1973
Bachelor's degree, Accounting
Kimberly Van Winkle's Morgan Stanley Wealth Management Experience 2009 - May 2014
Job Overseeing daily operations and regulatory compliance at Twelve Points with 15+ yrs experience financial services
Industry Financial Services
Experience
Twelve Points Wealth Management May 2014 - Present
Morgan Stanley Wealth Management 2009 - May 2014
UBS Wealth Management February 1998 - January 2009
Skills
Financial Services, Client Services, Wealth Management..., Financial Compliance, Securities Regulation, Commodity Markets, Corporate Retirement
Education
Framingham State College 1992 — 1996
Bachelor of Arts (B.A.), Communication, General
Montville High School 1988 — 1992
Twelve Points Wealth Management May 2014 - Present
Morgan Stanley Wealth Management 2009 - May 2014
UBS Wealth Management February 1998 - January 2009
Skills
Financial Services, Client Services, Wealth Management..., Financial Compliance, Securities Regulation, Commodity Markets, Corporate Retirement
Education
Framingham State College 1992 — 1996
Bachelor of Arts (B.A.), Communication, General
Montville High School 1988 — 1992
Shannon D. James's Morgan Stanley Wealth Management Experience August 2014 - Present
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2014 - Present
E*TRADE Financial Corporation November 2013 - August 2014
McMaster-Carr February 2012 - August 2013
Wells Fargo Bank April 2011 - February 2012
Wells Fargo Bank June 2009 - April 2011
Wachovia Bank May 2007 - June 2009
Skills
Credit, Loans, Banking, Customer Service, Compliance, Operations, Supply Chain, Financial Analysis, Purchase Orders, Customer Information, CRM, Management, Sales, Marketing
Education
Florida Agricultural and Mechanical University 2005 — 2009
Bachelor of Science, Business Administration, 3.0
Spelman College 2004 — 2004
Early College Program, 4.0
Morgan Stanley Wealth Management August 2014 - Present
E*TRADE Financial Corporation November 2013 - August 2014
McMaster-Carr February 2012 - August 2013
Wells Fargo Bank April 2011 - February 2012
Wells Fargo Bank June 2009 - April 2011
Wachovia Bank May 2007 - June 2009
Skills
Credit, Loans, Banking, Customer Service, Compliance, Operations, Supply Chain, Financial Analysis, Purchase Orders, Customer Information, CRM, Management, Sales, Marketing
Education
Florida Agricultural and Mechanical University 2005 — 2009
Bachelor of Science, Business Administration, 3.0
Spelman College 2004 — 2004
Early College Program, 4.0
Kyle Lustenberger's Morgan Stanley Wealth Management Experience August 2012 - May 2014
Job UBS
Industry Financial Services
Experience
UBS August 2015 - Present
Morgan Stanley Investment Management June 2014 - July 2015
Morgan Stanley Wealth Management August 2012 - May 2014
Morgan Stanley Wealth Management August 2010 - August 2012
Skills
Series 7, Series 63, Credit, Fixed Income, Bloomberg, Securities, Bonds, Bloomberg Terminal, Mutual Funds, Asset Management, Asset Allocation, Investment Strategies, Investment Management, Alternative Investments, Equities, Investments, Wealth Management, Hedge Funds, Capital Markets
Education
Fairfield University 2006 — 2010
BS, Finance
UBS August 2015 - Present
Morgan Stanley Investment Management June 2014 - July 2015
Morgan Stanley Wealth Management August 2012 - May 2014
Morgan Stanley Wealth Management August 2010 - August 2012
Skills
Series 7, Series 63, Credit, Fixed Income, Bloomberg, Securities, Bonds, Bloomberg Terminal, Mutual Funds, Asset Management, Asset Allocation, Investment Strategies, Investment Management, Alternative Investments, Equities, Investments, Wealth Management, Hedge Funds, Capital Markets
Education
Fairfield University 2006 — 2010
BS, Finance
John Vinciguerra's Morgan Stanley Wealth Management Experience December 2013 - August 2014
Job Senior Business Analyst at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's September 2014 - Present
Morgan Stanley Wealth Management December 2013 - August 2014
Pershing, a BNY Mellon company April 2012 - October 2013
Standard & Poor's October 2010 - January 2012
Smith Barney Citigroup January 2008 - November 2010
Nomura Securities August 2006 - December 2007
Bank of America September 2003 - August 2006
UBS September 2001 - March 2005
Skills
Securities, Market Data, Capital Markets, Asset Managment, Portfolio Management, Asset Management, Fixed Income, Wealth Management, Equities, SDLC, Investment Banking, Financial Services, Trading, Hedge Funds, Finance, Risk Management, Mutual Funds, Bloomberg, Trading Systems, Financial Markets, Settlement, Back Office, Options, Electronic Trading, Derivatives
Education
Fairfield University 1974 — 1978
BS, Finance
Standard & Poor's September 2014 - Present
Morgan Stanley Wealth Management December 2013 - August 2014
Pershing, a BNY Mellon company April 2012 - October 2013
Standard & Poor's October 2010 - January 2012
Smith Barney Citigroup January 2008 - November 2010
Nomura Securities August 2006 - December 2007
Bank of America September 2003 - August 2006
UBS September 2001 - March 2005
Skills
Securities, Market Data, Capital Markets, Asset Managment, Portfolio Management, Asset Management, Fixed Income, Wealth Management, Equities, SDLC, Investment Banking, Financial Services, Trading, Hedge Funds, Finance, Risk Management, Mutual Funds, Bloomberg, Trading Systems, Financial Markets, Settlement, Back Office, Options, Electronic Trading, Derivatives
Education
Fairfield University 1974 — 1978
BS, Finance
Joseph Vaccaro's Morgan Stanley Wealth Management Experience November 2011 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2011 - Present
Education
Fairfield University 1995 — 1999
Morgan Stanley Wealth Management November 2011 - Present
Education
Fairfield University 1995 — 1999
Abigail (Rubin) Elrod's Morgan Stanley Wealth Management Experience February 2015 - Present
Job Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2015 - Present
Wilson Elser May 2009 - January 2015
Stewart Occhipinti, LLP March 2007 - May 2009
Skills
Commercial Litigation, Litigation, Securities Litigation, Legal Research, Legal Writing, Civil Litigation, Arbitration, Appeals, Courts, Mediation, Westlaw, Class Actions, Defense, Trial Practice, Securities Regulation
Education
Fordham University School of Law 2004 — 2007
J.D.
Rice University 2000 — 2004
B.A., Political Science
Morgan Stanley Wealth Management February 2015 - Present
Wilson Elser May 2009 - January 2015
Stewart Occhipinti, LLP March 2007 - May 2009
Skills
Commercial Litigation, Litigation, Securities Litigation, Legal Research, Legal Writing, Civil Litigation, Arbitration, Appeals, Courts, Mediation, Westlaw, Class Actions, Defense, Trial Practice, Securities Regulation
Education
Fordham University School of Law 2004 — 2007
J.D.
Rice University 2000 — 2004
B.A., Political Science
Alejandro Schwed's Morgan Stanley Wealth Management Experience June 2009 - Present
Job Unit Head and Senior Counsel at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2009 - Present
Citi February 1992 - June 2009
Prudential Securities July 1990 - February 1992
New York County District Attorney's Office August 1984 - June 1990
Skills
Securities, Litigation, Securities Regulation, FINRA, Securities Litigation, Arbitration, Commercial Litigation, Estate Planning, Licensing, Corporate Governance, Corporate Law, Civil Litigation, Mediation
Education
Fordham University School of Law 1981 — 1984
Juris Doctor (J.D.)
Vassar College 1977 — 1981
Bachelor's Degree
Morgan Stanley Wealth Management June 2009 - Present
Citi February 1992 - June 2009
Prudential Securities July 1990 - February 1992
New York County District Attorney's Office August 1984 - June 1990
Skills
Securities, Litigation, Securities Regulation, FINRA, Securities Litigation, Arbitration, Commercial Litigation, Estate Planning, Licensing, Corporate Governance, Corporate Law, Civil Litigation, Mediation
Education
Fordham University School of Law 1981 — 1984
Juris Doctor (J.D.)
Vassar College 1977 — 1981
Bachelor's Degree
Diana Castellano's Morgan Stanley Wealth Management Experience May 2012 - Present
Job Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2012 - Present
Morgan Stanley Smith Barney April 2008 - May 2012
Morgan Stanley April 2006 - April 2008
Oppenheimer & Co. July 1997 - April 2006
Skills
Internal Audit, Monitoring and Testing, Risk Management, Risk Assessment, International Law, AML, KYC, OFAC, USA PATRIOT Act, Investigation, Policy Writing, Due Diligence, Legal Compliance
Education
Fairleigh Dickinson University 1993 — 1997
Bachelors of Science, Business Administration and Management, General, Magna Cum Laude
Morgan Stanley Wealth Management May 2012 - Present
Morgan Stanley Smith Barney April 2008 - May 2012
Morgan Stanley April 2006 - April 2008
Oppenheimer & Co. July 1997 - April 2006
Skills
Internal Audit, Monitoring and Testing, Risk Management, Risk Assessment, International Law, AML, KYC, OFAC, USA PATRIOT Act, Investigation, Policy Writing, Due Diligence, Legal Compliance
Education
Fairleigh Dickinson University 1993 — 1997
Bachelors of Science, Business Administration and Management, General, Magna Cum Laude
Eric Pacheco's Morgan Stanley Wealth Management Experience March 2013 - July 2013
Job Analyst at American Century Investments
Industry Financial Services
Experience
American Century Investments March 2015 - Present
Bank of America Merrill Lynch January 2014 - July 2014
Morgan Stanley Wealth Management March 2013 - July 2013
vFinance May 2012 - December 2012
Miami Dade Office of the State Attorney June 2011 - August 2011
Family Tire Distributors. May 2009 - August 2010
Skills
Finance, Investments, Financial Analysis, Corporate Finance, Securities, Sales, Capital Markets, Series 7, Microsoft Excel, Financial Accounting, PowerPoint, Wealth Management, Analysis, Microsoft Office, Series 63, Financial Modeling, Social Media, Regression Anlysis, Microsoft Access..., Mergers & Acquisitions, Financial Reporting
Education
Pace University - Lubin School of Business 2013 — 2015
Master of Science (MS), Financial Management
Florida State University - College of Business 2008 — 2012
Bachelors Degree, Finance
American Century Investments March 2015 - Present
Bank of America Merrill Lynch January 2014 - July 2014
Morgan Stanley Wealth Management March 2013 - July 2013
vFinance May 2012 - December 2012
Miami Dade Office of the State Attorney June 2011 - August 2011
Family Tire Distributors. May 2009 - August 2010
Skills
Finance, Investments, Financial Analysis, Corporate Finance, Securities, Sales, Capital Markets, Series 7, Microsoft Excel, Financial Accounting, PowerPoint, Wealth Management, Analysis, Microsoft Office, Series 63, Financial Modeling, Social Media, Regression Anlysis, Microsoft Access..., Mergers & Acquisitions, Financial Reporting
Education
Pace University - Lubin School of Business 2013 — 2015
Master of Science (MS), Financial Management
Florida State University - College of Business 2008 — 2012
Bachelors Degree, Finance
Nicholas Harper's Morgan Stanley Wealth Management Experience December 2012 - May 2013
Job Investment Banking Analyst at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets June 2015 - Present
Compass Lexecon March 2015 - May 2015
Compass Lexecon June 2013 - March 2015
Morgan Stanley Wealth Management December 2012 - May 2013
The Dominion Group May 2012 - November 2012
Education
Florida State University 2009 — 2013
Bachelor's degree, Finance and Economics
RBC Capital Markets June 2015 - Present
Compass Lexecon March 2015 - May 2015
Compass Lexecon June 2013 - March 2015
Morgan Stanley Wealth Management December 2012 - May 2013
The Dominion Group May 2012 - November 2012
Education
Florida State University 2009 — 2013
Bachelor's degree, Finance and Economics
Kristian Jackson's Morgan Stanley Wealth Management Experience March 2013 - Present
Job Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2013 - Present
Vita Coco March 2012 - March 2013
Morgan Stanley Wealth Management May 2010 - December 2011
Leon County- Volunteer Leon County Center May 2009 - August 2009
Merrill Lynch December 2004 - July 2005
Skills
Leadership, Team Building, Portfolio Management, Client Relationship..., Process Improvement, Revenue Growth..., Benchmarking, Event Marketing Strategy, Time Management, High Net Worth..., Portfolio Optimization, Strategic Partnerships, Asset Managment, Niche Marketing, Portfolio Performance..., Marketing Communications, Retirement Planning
Education
Florida A&M University
Bachelor of Science in Economics, Minor Business/Finance
Morgan Stanley Wealth Management March 2013 - Present
Vita Coco March 2012 - March 2013
Morgan Stanley Wealth Management May 2010 - December 2011
Leon County- Volunteer Leon County Center May 2009 - August 2009
Merrill Lynch December 2004 - July 2005
Skills
Leadership, Team Building, Portfolio Management, Client Relationship..., Process Improvement, Revenue Growth..., Benchmarking, Event Marketing Strategy, Time Management, High Net Worth..., Portfolio Optimization, Strategic Partnerships, Asset Managment, Niche Marketing, Portfolio Performance..., Marketing Communications, Retirement Planning
Education
Florida A&M University
Bachelor of Science in Economics, Minor Business/Finance
Jackey Ha's Morgan Stanley Wealth Management Experience January 2012 - May 2012
Job Assistant at Lantern Investments, Inc.
Industry Financial Services
Experience
Lantern Investments, Inc. October 2012 - Present
Noah Private Wealth Management May 2012 - September 2012
Morgan Stanley Wealth Management January 2012 - May 2012
St. John's University September 2009 - May 2012
Citi May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, English, Financial Analysis, Access, SPSS, Data Analysis, Photoshop, Customer Service, QuickBooks, Public Speaking, Mandarin, Accounting, Financial Modeling
Education
Saint John's University 2010 — 2012
Master of Science (MS), Investments Management, 3.85
Saint John's University 2007 — 2010
Bachelor of Arts (BA), Risk Management
Edmonds Community College 2005 — 2007
Associate's degree, Business/Commerce, General
Lantern Investments, Inc. October 2012 - Present
Noah Private Wealth Management May 2012 - September 2012
Morgan Stanley Wealth Management January 2012 - May 2012
St. John's University September 2009 - May 2012
Citi May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, English, Financial Analysis, Access, SPSS, Data Analysis, Photoshop, Customer Service, QuickBooks, Public Speaking, Mandarin, Accounting, Financial Modeling
Education
Saint John's University 2010 — 2012
Master of Science (MS), Investments Management, 3.85
Saint John's University 2007 — 2010
Bachelor of Arts (BA), Risk Management
Edmonds Community College 2005 — 2007
Associate's degree, Business/Commerce, General
Chris McFadden's Morgan Stanley Wealth Management Experience February 2006 - Present
Job Executive Director, Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2006 - Present
Legg Mason April 2003 - February 2006
Skills
Equities, Fixed Income, Securities, Series 7
Education
Loyola College in Maryland 2001 — 2004
MBA, Concentration in Finance
Fairfield University 1992 — 1996
Bachelor of Science, International business
Morgan Stanley Wealth Management February 2006 - Present
Legg Mason April 2003 - February 2006
Skills
Equities, Fixed Income, Securities, Series 7
Education
Loyola College in Maryland 2001 — 2004
MBA, Concentration in Finance
Fairfield University 1992 — 1996
Bachelor of Science, International business
Greg Keefer's Morgan Stanley Wealth Management Experience June 2008 - Present
Job Portfolio Manger at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2008 - Present
ClearBridge March 1998 - June 2008
Skills
Asset Allocation, Equities, Fixed Income, Portfolio Management, Series 7, Hedge Funds
Education
Fordham University 2000 — 2004
Master's degree, Finance
Univeristy of Delaware 1989 — 1993
Bachelor's degree, Political Science and Government and Economics
Morgan Stanley Wealth Management June 2008 - Present
ClearBridge March 1998 - June 2008
Skills
Asset Allocation, Equities, Fixed Income, Portfolio Management, Series 7, Hedge Funds
Education
Fordham University 2000 — 2004
Master's degree, Finance
Univeristy of Delaware 1989 — 1993
Bachelor's degree, Political Science and Government and Economics
Vivian Lim's Morgan Stanley Wealth Management Experience March 2013 - Present
Job Business Analyst at Morgan Stanley Wealth Management
Industry Information Technology and Services
Experience
Morgan Stanley Wealth Management March 2013 - Present
Phoenix Management Holdings, LLC June 2006 - Present
Merrill Lynch February 2009 - June 2012
Merrill Lynch 2005 - August 2008
Merrill Lynch 2001 - 2005
Merrill Lynch 1999 - 2001
Merrill Lynch 1987 - 1999
Newark Beth Israel Medical Center March 1978 - May 1988
Skills
Business Analysis, Data Analysis, Project Planning, Project Management, Software Documentation, Requirement...
Education
Chubb Institute of Technology 1987 — 1987
Programming and Analysis, A+
Far Eastern University 1977 — 1987
Bachelor of Science in Nursing, Registered Nursing/Registered Nurse
Morgan Stanley Wealth Management March 2013 - Present
Phoenix Management Holdings, LLC June 2006 - Present
Merrill Lynch February 2009 - June 2012
Merrill Lynch 2005 - August 2008
Merrill Lynch 2001 - 2005
Merrill Lynch 1999 - 2001
Merrill Lynch 1987 - 1999
Newark Beth Israel Medical Center March 1978 - May 1988
Skills
Business Analysis, Data Analysis, Project Planning, Project Management, Software Documentation, Requirement...
Education
Chubb Institute of Technology 1987 — 1987
Programming and Analysis, A+
Far Eastern University 1977 — 1987
Bachelor of Science in Nursing, Registered Nursing/Registered Nurse
Tarun Rednam's Morgan Stanley Wealth Management Experience
Job
Industry Financial Services
Experience
Morgan Stanley Wealth Management
Skills
Mobile Technology, Web Development, Content Management, Windows Sharepoint..., Computer Application...
Education
Florida Institute of Technology
Master of Science (M.S.), Computer Science
Mangalore University
Bachelor of Technology (B.Tech.), Computer Engineering
Morgan Stanley Wealth Management
Skills
Mobile Technology, Web Development, Content Management, Windows Sharepoint..., Computer Application...
Education
Florida Institute of Technology
Master of Science (M.S.), Computer Science
Mangalore University
Bachelor of Technology (B.Tech.), Computer Engineering
Denis Vysal's Morgan Stanley Wealth Management Experience September 2006 - December 2010
Job Portfolio Manager at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein January 2013 - Present
Conduce Capital 2010 - December 2012
Morgan Stanley Wealth Management September 2006 - December 2010
Skills
Portfolio Management, Asset Allocation, Derivatives
Education
Florida State University
Bachelor of Science (BS), Economics
AllianceBernstein January 2013 - Present
Conduce Capital 2010 - December 2012
Morgan Stanley Wealth Management September 2006 - December 2010
Skills
Portfolio Management, Asset Allocation, Derivatives
Education
Florida State University
Bachelor of Science (BS), Economics
David Infante's Morgan Stanley Wealth Management Experience February 2000 - March 2004
Job Independent Consultant at Roman Investment Properties
Industry Financial Services
Experience
Roman Property Investments October 2011 - May 2013
Wells Fargo August 2010 - October 2011
Wells Fargo August 2005 - August 2010
Morgan Stanley Wealth Management February 2000 - March 2004
Education
Florida International University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance
Roman Property Investments October 2011 - May 2013
Wells Fargo August 2010 - October 2011
Wells Fargo August 2005 - August 2010
Morgan Stanley Wealth Management February 2000 - March 2004
Education
Florida International University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance
Robin Novak's Morgan Stanley Wealth Management Experience February 2013 - Present
Job retired at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2013 - Present
Smith Barney 1994 - 2008
Education
Florida State University
Master of Arts (M.A.)
Morgan Stanley Wealth Management February 2013 - Present
Smith Barney 1994 - 2008
Education
Florida State University
Master of Arts (M.A.)
Rebecca Whitley's Morgan Stanley Wealth Management Experience April 2014 - Present
Job Morgan Stanley Wealth Management Service Associate
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2014 - Present
The Tampa Tribune October 2010 - April 2014
IKEA Group 2009 - 2010
Nicholson House 2001 - 2009
Here After, Inc. 2003 - 2005
Fawn Germer Seminars 2000 - 2003
Xerox 1996 - 2000
Skills
Management, Advertising, Marketing, Sales, Editing, Sales Operations, Budgets, Customer Service, Retail, Publications, Layout, Cold Calling, Merchandising, Databases, Accounting, Account Management, Online Advertising, Digital Media
Education
Eckerd College
Bachelor of Arts (B.A.), Business Administration and Management, General
Morgan Stanley Wealth Management April 2014 - Present
The Tampa Tribune October 2010 - April 2014
IKEA Group 2009 - 2010
Nicholson House 2001 - 2009
Here After, Inc. 2003 - 2005
Fawn Germer Seminars 2000 - 2003
Xerox 1996 - 2000
Skills
Management, Advertising, Marketing, Sales, Editing, Sales Operations, Budgets, Customer Service, Retail, Publications, Layout, Cold Calling, Merchandising, Databases, Accounting, Account Management, Online Advertising, Digital Media
Education
Eckerd College
Bachelor of Arts (B.A.), Business Administration and Management, General
Brendan Schultz's Morgan Stanley Wealth Management Experience January 2014 - Present
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2014 - Present
Starbucks March 2007 - June 2013
Education
Farmingdale State University of New York 2010 — 2012
Morgan Stanley Wealth Management January 2014 - Present
Starbucks March 2007 - June 2013
Education
Farmingdale State University of New York 2010 — 2012
Kelly Hamlet's Morgan Stanley Wealth Management Experience August 2013 - Present
Job Wealth Management Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
Morgan Stanley Wealth Management August 2013 - Present
Morgan Stanley Wealth Management June 2013 - August 2013
IRS VITA Program January 2013 - April 2013
Education
Florida State University
Bachelor's Degree, Finance
MAST Academy
High School
Morgan Stanley July 2014 - Present
Morgan Stanley Wealth Management August 2013 - Present
Morgan Stanley Wealth Management June 2013 - August 2013
IRS VITA Program January 2013 - April 2013
Education
Florida State University
Bachelor's Degree, Finance
MAST Academy
High School
Michele Poirier's Morgan Stanley Wealth Management Experience August 2002 - May 2013
Job Registered Admin Assistant at Synergy Finacial Partners
Industry Financial Services
Experience
Synergy Financial Partners April 2013 - Present
Morgan Stanley Wealth Management August 2002 - May 2013
Citi/Smith Barney 2004 - 2013
Skills
Series 7, Investments, Wealth Management, Mutual Funds, Equities, Securities, Financial Services, Portfolio Management, Finance, Financial Analysis
Education
Fort Lewis College
Bachelor of Science (BS), Pyschology
Synergy Financial Partners April 2013 - Present
Morgan Stanley Wealth Management August 2002 - May 2013
Citi/Smith Barney 2004 - 2013
Skills
Series 7, Investments, Wealth Management, Mutual Funds, Equities, Securities, Financial Services, Portfolio Management, Finance, Financial Analysis
Education
Fort Lewis College
Bachelor of Science (BS), Pyschology
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.