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
Edward Moon Edward Moon's Morgan Stanley Wealth Management Experience January 2006 - March 2006
Job Deal Advisory Integration & Separation at KPMG US
Industry Accounting
Experience
KPMG US February 2015 - Present
Oracle May 2012 - February 2015
Deloitte & Touche November 2010 - June 2011
KPMG US August 2008 - November 2010
KPMG US June 2007 - August 2007
Morgan Stanley Wealth Management January 2006 - March 2006
Skills
Mergers & Acquisitions, Acquisition Integration, Carve-outs, Spin-offs, Global Operations, Project Management, IT Audit, Internal Audit, Enterprise Risk..., Financial Reporting, Financial Statements, Process Optimization, Variance Analysis
Education
George Mason University 2004 — 2008
BS, Accounting
KPMG US February 2015 - Present
Oracle May 2012 - February 2015
Deloitte & Touche November 2010 - June 2011
KPMG US August 2008 - November 2010
KPMG US June 2007 - August 2007
Morgan Stanley Wealth Management January 2006 - March 2006
Skills
Mergers & Acquisitions, Acquisition Integration, Carve-outs, Spin-offs, Global Operations, Project Management, IT Audit, Internal Audit, Enterprise Risk..., Financial Reporting, Financial Statements, Process Optimization, Variance Analysis
Education
George Mason University 2004 — 2008
BS, Accounting
Andrew Kaminsky Andrew Kaminsky's Morgan Stanley Wealth Management Experience July 2012 - August 2012
Job Associate at Tishman Real Estate Services
Industry Real Estate
Experience
Tishman Real Estate Services January 2015 - Present
University City Housing May 2014 - December 2014
UBS Wealth Management June 2013 - August 2013
Morgan Stanley Wealth Management July 2012 - August 2012
Prudential Fox Roach May 2010 - August 2010
Education
Franklin & Marshall College 2010 — 2014
Bachelor of Arts (BA), Economics
Harriton High School 2006 — 2010
High School
Tishman Real Estate Services January 2015 - Present
University City Housing May 2014 - December 2014
UBS Wealth Management June 2013 - August 2013
Morgan Stanley Wealth Management July 2012 - August 2012
Prudential Fox Roach May 2010 - August 2010
Education
Franklin & Marshall College 2010 — 2014
Bachelor of Arts (BA), Economics
Harriton High School 2006 — 2010
High School
Lynda Pennington's Morgan Stanley Wealth Management Experience 1991 - 2003
Job Structured Settlement Consultant, Life Insurance Agent, Registered Investment Advisor
Industry Financial Services
Experience
Delta Settlement Solutions 2000 - Present
Morgan Stanley and Delta Settlement Solutions 1991 - Present
Morgan Stanley Wealth Management 1991 - 2003
Skills
Retirement Planning, Risk Management, Finance, Life Insurance, Financial Analysis
Education
University of Richmond 1982 — 1986
Bachelor of Arts (BA), Political Science and Government
Harvard University
International Business and Banking
Delta Settlement Solutions 2000 - Present
Morgan Stanley and Delta Settlement Solutions 1991 - Present
Morgan Stanley Wealth Management 1991 - 2003
Skills
Retirement Planning, Risk Management, Finance, Life Insurance, Financial Analysis
Education
University of Richmond 1982 — 1986
Bachelor of Arts (BA), Political Science and Government
Harvard University
International Business and Banking
Blake Daniel Blake Daniel's Morgan Stanley Wealth Management Experience June 2011 - August 2011
Job Accountant at Windstream Communications
Industry Accounting
Experience
Pleasant Valley Church of Christ May 2012 - August 2012
Morgan Stanley Wealth Management June 2011 - August 2011
Pleasant Valley Church of Christ May 2009 - August 2009
Pleasant Valley Church of Christ May 2008 - August 2008
Skills
Accounting, HTML 5, Access, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Research
Education
Harding University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Management Information Systems
Pleasant Valley Church of Christ May 2012 - August 2012
Morgan Stanley Wealth Management June 2011 - August 2011
Pleasant Valley Church of Christ May 2009 - August 2009
Pleasant Valley Church of Christ May 2008 - August 2008
Skills
Accounting, HTML 5, Access, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Research
Education
Harding University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Management Information Systems
Sheree Woods's Morgan Stanley Wealth Management Experience June 2010 - July 2014
Job Financial Services Professional Private Banker with Business Development, Management & Credit Skills, CFP® Candidate
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2010 - July 2014
Darby Bank and Trust February 2010 - June 2010
CBC National Bank September 2007 - February 2010
BB&T November 2005 - September 2007
UBS November 2004 - October 2005
Wachovia Bank September 2003 - November 2004
BB&T June 2002 - September 2003
SunTrust Bank October 2000 - June 2002
Wachovia Bank July 1994 - October 2000
Skills
Series 7, Loans, Wealth Management, Portfolio Management, Securities, Series 63, Investments, Private Banking, Credit, Equities, Mutual Funds, Fixed Income, Banking, Underwriting, Financial Services, Relationship Management, Finance, Management, Credit Analysis, Financial Analysis, Mortgage Lending, Financial Planning
Education
Northwestern University 2015 — 2015
CFP® Candidate
Georgia Southern University - College of Business Administration 1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Morgan Stanley Wealth Management June 2010 - July 2014
Darby Bank and Trust February 2010 - June 2010
CBC National Bank September 2007 - February 2010
BB&T November 2005 - September 2007
UBS November 2004 - October 2005
Wachovia Bank September 2003 - November 2004
BB&T June 2002 - September 2003
SunTrust Bank October 2000 - June 2002
Wachovia Bank July 1994 - October 2000
Skills
Series 7, Loans, Wealth Management, Portfolio Management, Securities, Series 63, Investments, Private Banking, Credit, Equities, Mutual Funds, Fixed Income, Banking, Underwriting, Financial Services, Relationship Management, Finance, Management, Credit Analysis, Financial Analysis, Mortgage Lending, Financial Planning
Education
Northwestern University 2015 — 2015
CFP® Candidate
Georgia Southern University - College of Business Administration 1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Uyen Vo Uyen Vo's Morgan Stanley Wealth Management Experience September 2008 - May 2009
Job BizTalk Developer at Performance Team
Industry Information Technology and Services
Experience
Performance Team July 2013 - Present
Glomark International LLC January 2013 - December 2013
Seton Hall University January 2010 - December 2012
Morgan Stanley Wealth Management September 2008 - May 2009
Skills
Microsoft Excel, Microsoft Office, Management, BizTalk, Microsoft Word, Process Improvement, XML Schema, C#, T-SQL, Orchestration, Business Analysis, SDLC, Analysis, Trend Researching, Financial Analysis, Economics, Finance, Financial Planning, Risk Management, XSLT, FTP, Cisco UCS, VMware ESX, Pipeline Development, RAMP SYSTEMS, XML, SQL, Leadership, Microsoft SQL Server
Education
Golden West College 2015 — 2017
Computer Software Engineering
Seton Hall University 2011 — 2012
Master's Degree, Accounting
Seton Hall University 2009 — 2011
Master of Business Administration (M.B.A.), ITM
Seton Hall University 2007 — 2009
Bachelor's Degree, Finance
Performance Team July 2013 - Present
Glomark International LLC January 2013 - December 2013
Seton Hall University January 2010 - December 2012
Morgan Stanley Wealth Management September 2008 - May 2009
Skills
Microsoft Excel, Microsoft Office, Management, BizTalk, Microsoft Word, Process Improvement, XML Schema, C#, T-SQL, Orchestration, Business Analysis, SDLC, Analysis, Trend Researching, Financial Analysis, Economics, Finance, Financial Planning, Risk Management, XSLT, FTP, Cisco UCS, VMware ESX, Pipeline Development, RAMP SYSTEMS, XML, SQL, Leadership, Microsoft SQL Server
Education
Golden West College 2015 — 2017
Computer Software Engineering
Seton Hall University 2011 — 2012
Master's Degree, Accounting
Seton Hall University 2009 — 2011
Master of Business Administration (M.B.A.), ITM
Seton Hall University 2007 — 2009
Bachelor's Degree, Finance
Lori Fenton Lori Fenton's Morgan Stanley Wealth Management Experience January 2011 - July 2013
Job Senior Associate at UBS
Industry Financial Services
Experience
UBS July 2013 - Present
Lorilicious November 2009 - Present
Morgan Stanley Wealth Management January 2011 - July 2013
Merrill Lynch September 2000 - December 2010
Double Tree Hotels January 2000 - July 2000
Education
Illinois State University
Bachelor of Arts, Public Relations
Harper College 2006 — 2006
Certification, Meeting & Event Planning Certification
UBS July 2013 - Present
Lorilicious November 2009 - Present
Morgan Stanley Wealth Management January 2011 - July 2013
Merrill Lynch September 2000 - December 2010
Double Tree Hotels January 2000 - July 2000
Education
Illinois State University
Bachelor of Arts, Public Relations
Harper College 2006 — 2006
Certification, Meeting & Event Planning Certification
Kenneth R. Robson IV, CFP®'s Morgan Stanley Wealth Management Experience February 2015 - Present
Job Wealth Advisory Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2015 - Present
Morgan Stanley Wealth Management April 2013 - February 2015
M&T Bank October 2012 - March 2013
M&T Bank July 2012 - October 2012
M&T Bank July 2011 - July 2012
Gettysburg College September 2009 - May 2011
Enterprise Rent-A-Car May 2010 - August 2010
Skills
Relationship Management, Series 7, Series 65, Series 63, Retirement Planning, Portfolio Management, Mutual Funds, Management, Leadership, Life Insurance, Long Term Care, Estate Planning
Education
Gettysburg College 2007 — 2011
BA, Business Management, Philosophy
Morgan Stanley Wealth Management February 2015 - Present
Morgan Stanley Wealth Management April 2013 - February 2015
M&T Bank October 2012 - March 2013
M&T Bank July 2012 - October 2012
M&T Bank July 2011 - July 2012
Gettysburg College September 2009 - May 2011
Enterprise Rent-A-Car May 2010 - August 2010
Skills
Relationship Management, Series 7, Series 65, Series 63, Retirement Planning, Portfolio Management, Mutual Funds, Management, Leadership, Life Insurance, Long Term Care, Estate Planning
Education
Gettysburg College 2007 — 2011
BA, Business Management, Philosophy
Niki Arjmand Niki Arjmand's Morgan Stanley Wealth Management Experience August 2013 - May 2014
Job Financial Analyst at CBRE
Industry Real Estate
Experience
CBRE April 2015 - Present
CBRE October 2014 - April 2015
Ökoszolgalat/EcoService May 2014 - July 2014
Morgan Stanley Wealth Management August 2013 - May 2014
Georgia Institute of Technology August 2011 - May 2014
Georgia Institute of Technology December 2010 - August 2013
Delta Air Lines August 2011 - August 2012
Skills
Teamwork, PowerPoint, Time Management, Data Analysis, Event Planning, CRM, Microsoft Office, Microsoft Word, Microsoft Excel, Spanish, Leadership, Research, Social Media, Public Speaking, Google Docs, Organization, Writing, Visio, Gorilla 4.9 CRM System, Quickbooks, Proposal Writing, Technical Writing, Social Entrepreneurship, Social Enterprise, Argus Modeling
Education
Georgia Institute of Technology 2010 — 2014
Bachelor's Degree, Business Administration
The Westminster Schools
CBRE April 2015 - Present
CBRE October 2014 - April 2015
Ökoszolgalat/EcoService May 2014 - July 2014
Morgan Stanley Wealth Management August 2013 - May 2014
Georgia Institute of Technology August 2011 - May 2014
Georgia Institute of Technology December 2010 - August 2013
Delta Air Lines August 2011 - August 2012
Skills
Teamwork, PowerPoint, Time Management, Data Analysis, Event Planning, CRM, Microsoft Office, Microsoft Word, Microsoft Excel, Spanish, Leadership, Research, Social Media, Public Speaking, Google Docs, Organization, Writing, Visio, Gorilla 4.9 CRM System, Quickbooks, Proposal Writing, Technical Writing, Social Entrepreneurship, Social Enterprise, Argus Modeling
Education
Georgia Institute of Technology 2010 — 2014
Bachelor's Degree, Business Administration
The Westminster Schools
Dana Kern Dana Kern's Morgan Stanley Wealth Management Experience February 2014 - December 2014
Job Consulting Group Analyst
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Morgan Stanley Wealth Management February 2014 - December 2014
Morgan Stanley Wealth Management April 2013 - February 2014
Merrill Lynch June 2012 - April 2013
UBS Financial Services, Inc. May 2011 - June 2012
UBS August 2010 - May 2011
Skills
Series 7, Portfolio Management, Mutual Funds, Equities, Investment Advisory, Research, Analysis, Financial Analysis, Investment Strategies, Asset Allocation, Strategic Financial..., Wealth Management, Investments, Options, Securities, International Relations, PowerPoint, Microsoft Excel, Event Planning, FINRA, Public Speaking, Finance, Retirement Planning
Education
Grand Valley State University 2006 — 2011
BBA, International Business, Finance, German
Morgan Stanley March 2015 - Present
Morgan Stanley Wealth Management February 2014 - December 2014
Morgan Stanley Wealth Management April 2013 - February 2014
Merrill Lynch June 2012 - April 2013
UBS Financial Services, Inc. May 2011 - June 2012
UBS August 2010 - May 2011
Skills
Series 7, Portfolio Management, Mutual Funds, Equities, Investment Advisory, Research, Analysis, Financial Analysis, Investment Strategies, Asset Allocation, Strategic Financial..., Wealth Management, Investments, Options, Securities, International Relations, PowerPoint, Microsoft Excel, Event Planning, FINRA, Public Speaking, Finance, Retirement Planning
Education
Grand Valley State University 2006 — 2011
BBA, International Business, Finance, German
Katherine Hawkins's Morgan Stanley Wealth Management Experience July 2012 - August 2014
Job Consultant at Capgemini
Industry Information Technology and Services
Experience
Capgemini August 2014 - Present
Morgan Stanley Wealth Management July 2012 - August 2014
Digital Assent LLC May 2012 - June 2012
Institute For Computing Education March 2011 - May 2012
Staples June 2010 - March 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Java, Python, Mac OS X, Windows, Customer Service, Tutorials, Product Management, Project Management, Outlook, Management, Time Management
Education
Georgia Tech 2010 — 2014
Bachelor of Science (BS), Business Administration, Supply Chain and Operations, 3.63 Overall, 3.95 Major
Blessed Trinity Catholic High School 2006 — 2010
Capgemini August 2014 - Present
Morgan Stanley Wealth Management July 2012 - August 2014
Digital Assent LLC May 2012 - June 2012
Institute For Computing Education March 2011 - May 2012
Staples June 2010 - March 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Java, Python, Mac OS X, Windows, Customer Service, Tutorials, Product Management, Project Management, Outlook, Management, Time Management
Education
Georgia Tech 2010 — 2014
Bachelor of Science (BS), Business Administration, Supply Chain and Operations, 3.63 Overall, 3.95 Major
Blessed Trinity Catholic High School 2006 — 2010
Samantha Olson's Morgan Stanley Wealth Management Experience August 2013 - June 2014
Job Program Analyst at Amendia
Industry Biotechnology
Experience
Amendia June 2014 - Present
Morgan Stanley Wealth Management August 2013 - June 2014
Skills
Microsoft Excel, Epicor, Microsoft SQL Server, SQL, Business Process..., Data Analysis
Education
Georgia Institute of Technology 2010 — 2014
Bachelor of Science (BS), Business Administration, Information Technology
Amendia June 2014 - Present
Morgan Stanley Wealth Management August 2013 - June 2014
Skills
Microsoft Excel, Epicor, Microsoft SQL Server, SQL, Business Process..., Data Analysis
Education
Georgia Institute of Technology 2010 — 2014
Bachelor of Science (BS), Business Administration, Information Technology
Valerie Lee, M.S. Valerie Lee, M.S.'s Morgan Stanley Wealth Management Experience May 2012 - January 2014
Job Financial Consultant Assistant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2014 - Present
Fidelity Investments January 2014 - November 2014
Morgan Stanley Wealth Management May 2012 - January 2014
Kaiser Permanente January 2009 - April 2012
Lumetra October 2007 - August 2008
Wells Fargo Financial Products August 2005 - October 2007
Wells Fargo Private Client Services April 2004 - August 2005
Wells Fargo Bank October 2003 - March 2004
Morgan Stanley October 2000 - October 2003
Skills
Event Planning, Sales, Newsletters, Marketing Communications, Project Management, Proposal Writing, B2B Marketing, Social Media, Blogging, Internal & External..., Print and Online..., Integrated Marketing..., Communications Campaigns, Event Marketing, Event Management, Nonprofits, Market Research, Research, Social Media Marketing, Direct Marketing, Brand Development, Analytics, New Business Development, Social Networking, Internal Communications, Business Development, Business Strategy, Marketing, Strategic Communications, Integrated Marketing
Education
San Francisco State University 2014 — 2015
Executive Certificate, Financial Planning
Golden Gate University 2003 — 2007
MS, Marketing
Indiana University Bloomington 1980 — 1984
BA, English
Charles Schwab November 2014 - Present
Fidelity Investments January 2014 - November 2014
Morgan Stanley Wealth Management May 2012 - January 2014
Kaiser Permanente January 2009 - April 2012
Lumetra October 2007 - August 2008
Wells Fargo Financial Products August 2005 - October 2007
Wells Fargo Private Client Services April 2004 - August 2005
Wells Fargo Bank October 2003 - March 2004
Morgan Stanley October 2000 - October 2003
Skills
Event Planning, Sales, Newsletters, Marketing Communications, Project Management, Proposal Writing, B2B Marketing, Social Media, Blogging, Internal & External..., Print and Online..., Integrated Marketing..., Communications Campaigns, Event Marketing, Event Management, Nonprofits, Market Research, Research, Social Media Marketing, Direct Marketing, Brand Development, Analytics, New Business Development, Social Networking, Internal Communications, Business Development, Business Strategy, Marketing, Strategic Communications, Integrated Marketing
Education
San Francisco State University 2014 — 2015
Executive Certificate, Financial Planning
Golden Gate University 2003 — 2007
MS, Marketing
Indiana University Bloomington 1980 — 1984
BA, English
Meera Kamath Meera Kamath's Morgan Stanley Wealth Management Experience January 2014 - July 2014
Job Graduate Student, Georgia Institute of Technology
Industry Computer Software
Experience
Cisco May 2015 - August 2015
Georgia Institute of Technology January 2015 - April 2015
Morgan Stanley Wealth Management January 2014 - July 2014
Morgan Stanley Wealth Management January 2013 - January 2014
Morgan Stanley August 2012 - December 2012
Skills
Java, SQL, JavaScript, AngularJS, C#, HTML, Python, PHP, CSS3, Spring, jQuery, Ext JS, Lucene, Drools, Matlab, .NET, Ruby on Rails, Shell Scripting, Node.js
Education
Georgia Institute of Technology 2014 — 2016
Master's degree, Computer Science, 4.0
Sardar Patel Institute Of Technology 2008 — 2012
Bachelor of Engineering (B.E.), Computer Engineering, 4.0
Cisco May 2015 - August 2015
Georgia Institute of Technology January 2015 - April 2015
Morgan Stanley Wealth Management January 2014 - July 2014
Morgan Stanley Wealth Management January 2013 - January 2014
Morgan Stanley August 2012 - December 2012
Skills
Java, SQL, JavaScript, AngularJS, C#, HTML, Python, PHP, CSS3, Spring, jQuery, Ext JS, Lucene, Drools, Matlab, .NET, Ruby on Rails, Shell Scripting, Node.js
Education
Georgia Institute of Technology 2014 — 2016
Master's degree, Computer Science, 4.0
Sardar Patel Institute Of Technology 2008 — 2012
Bachelor of Engineering (B.E.), Computer Engineering, 4.0
David Lessing's Morgan Stanley Wealth Management Experience 2008 - 2014
Job Executive Vice President at Beechwood Re Holdings, Inc.
Industry Financial Services
Experience
Beechwood Re June 2014 - Present
Morgan Stanley Wealth Management 2008 - 2014
Marsh & McLennan Companies, Inc. 2007 - 2008
Merrill Lynch 2003 - 2007
McKinsey & Company 1999 - 2003
Simpson Thacher & Bartlett LLP 1996 - 1999
Skills
Series 7, Wealth Management, Investments, Equities, Mutual Funds, Portfolio Management, Series 63, Asset Management, Alternative Investments, Securities, Asset Allocation, Fixed Income, Strategic Financial..., Financial Services, Hedge Funds
Education
Harvard Law School 1992 — 1995
Doctor of Law (J.D.), cum laude
Harvard College 1989 — 1992
Bachelor of Arts (BA), Economics, cum laude
Beechwood Re June 2014 - Present
Morgan Stanley Wealth Management 2008 - 2014
Marsh & McLennan Companies, Inc. 2007 - 2008
Merrill Lynch 2003 - 2007
McKinsey & Company 1999 - 2003
Simpson Thacher & Bartlett LLP 1996 - 1999
Skills
Series 7, Wealth Management, Investments, Equities, Mutual Funds, Portfolio Management, Series 63, Asset Management, Alternative Investments, Securities, Asset Allocation, Fixed Income, Strategic Financial..., Financial Services, Hedge Funds
Education
Harvard Law School 1992 — 1995
Doctor of Law (J.D.), cum laude
Harvard College 1989 — 1992
Bachelor of Arts (BA), Economics, cum laude
Colton Lynch's Morgan Stanley Wealth Management Experience May 2013 - July 2013
Job Workday Consultant at CPSG Partners
Industry Information Technology and Services
Experience
CPSG Partners September 2014 - Present
Morgan Stanley Wealth Management May 2013 - July 2013
State Farm Insurance May 2012 - July 2012
Skills
Financial Modeling, Financial Analysis, Microsoft Word
Education
Harvard University 2010 — 2014
CPSG Partners September 2014 - Present
Morgan Stanley Wealth Management May 2013 - July 2013
State Farm Insurance May 2012 - July 2012
Skills
Financial Modeling, Financial Analysis, Microsoft Word
Education
Harvard University 2010 — 2014
Katelyn Nugent Katelyn Nugent's Morgan Stanley Wealth Management Experience August 2013 - January 2014
Job Assurance Intern at PwC
Industry Accounting
Experience
PwC June 2014 - Present
Morgan Stanley Wealth Management August 2013 - January 2014
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking
Education
Manhattan College 2012 — 2014
Bachelor's Degree, Accounting, 3.84
Green River Community College 2010 — 2012
3.76
PwC June 2014 - Present
Morgan Stanley Wealth Management August 2013 - January 2014
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking
Education
Manhattan College 2012 — 2014
Bachelor's Degree, Accounting, 3.84
Green River Community College 2010 — 2012
3.76
Elizabeth Comatos Elizabeth Comatos's Morgan Stanley Wealth Management Experience June 2014 - August 2014
Job Technical Services at Epic
Industry Computer Software
Experience
Epic July 2015 - Present
Morgan Stanley Wealth Management June 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Education
Hamilton College 2011 — 2015
Bachelor’s Degree, Mathematics, Summa Cum Laude
Epic July 2015 - Present
Morgan Stanley Wealth Management June 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Education
Hamilton College 2011 — 2015
Bachelor’s Degree, Mathematics, Summa Cum Laude
Meredith Batter's Morgan Stanley Wealth Management Experience June 2011 - August 2011
Job Product Associate at Zearn
Industry E-Learning
Experience
Zearn September 2014 - Present
Deutsche Bank July 2012 - September 2014
Morgan Stanley Wealth Management June 2011 - August 2011
Skills
Equities, Capital Markets, Equity Derivatives, Trading, Financial Markets, Valuation, Emerging Markets
Education
Harvard University 2008 — 2012
Bachelor of Science (B.S.), Political Science and Government
Zearn September 2014 - Present
Deutsche Bank July 2012 - September 2014
Morgan Stanley Wealth Management June 2011 - August 2011
Skills
Equities, Capital Markets, Equity Derivatives, Trading, Financial Markets, Valuation, Emerging Markets
Education
Harvard University 2008 — 2012
Bachelor of Science (B.S.), Political Science and Government
John Bauke John Bauke's Morgan Stanley Wealth Management Experience April 2012 - April 2013
Job Investment Banking Analyst at Citi
Industry Investment Banking
Experience
Citi June 2014 - Present
VBC Capital, LLC July 2012 - May 2014
Citi June 2013 - August 2013
Morgan Stanley Wealth Management April 2012 - April 2013
Georgetown Hedge Fund Strategy Group November 2011 - April 2013
Trebizond Investments, LLC January 2012 - August 2012
International Student Association April 2011 - April 2012
On Deck Capital, Inc. July 2011 - August 2011
Georgetown University Student Investment Fund January 2011 - August 2011
Natus GmbH & Co. KG June 2011 - July 2011
Skills
Financial Analysis, Bloomberg Terminal, Microsoft Office, Technical..., Equities, Analysis, Finance, Troubleshooting, Portfolio Management, Bloomberg, Investments, Valuation, Strategy, Risk Management, Investment Banking, PowerPoint, Financial Modeling, Microsoft Excel, Mergers & Acquisitions, Financial Statements, Consolidated Financial..., Capital Markets, Banking
Education
Georgetown University 2010 — 2014
BSBA, Accounting, Finance, German
Universität Trier 2011 — 2011
German
Citi June 2014 - Present
VBC Capital, LLC July 2012 - May 2014
Citi June 2013 - August 2013
Morgan Stanley Wealth Management April 2012 - April 2013
Georgetown Hedge Fund Strategy Group November 2011 - April 2013
Trebizond Investments, LLC January 2012 - August 2012
International Student Association April 2011 - April 2012
On Deck Capital, Inc. July 2011 - August 2011
Georgetown University Student Investment Fund January 2011 - August 2011
Natus GmbH & Co. KG June 2011 - July 2011
Skills
Financial Analysis, Bloomberg Terminal, Microsoft Office, Technical..., Equities, Analysis, Finance, Troubleshooting, Portfolio Management, Bloomberg, Investments, Valuation, Strategy, Risk Management, Investment Banking, PowerPoint, Financial Modeling, Microsoft Excel, Mergers & Acquisitions, Financial Statements, Consolidated Financial..., Capital Markets, Banking
Education
Georgetown University 2010 — 2014
BSBA, Accounting, Finance, German
Universität Trier 2011 — 2011
German
Alexander Strek Alexander Strek's Morgan Stanley Wealth Management Experience September 2013 - February 2015
Job Wealth Management
Industry Financial Services
Experience
Clarkston Capital Partners LLC February 2015 - Present
Morgan Stanley Wealth Management September 2013 - February 2015
Woodbury Management February 2013 - August 2013
Merrill Lynch June 2012 - February 2013
Detroit Pistons May 2010 - August 2010
Ramco-Gershenson, Inc. May 2009 - August 2009
Education
Grinnell College 2008 — 2012
Bachelor of Arts (B.A.), Psychology
Cranbrook Kingswood 1997 — 2008
Clarkston Capital Partners LLC February 2015 - Present
Morgan Stanley Wealth Management September 2013 - February 2015
Woodbury Management February 2013 - August 2013
Merrill Lynch June 2012 - February 2013
Detroit Pistons May 2010 - August 2010
Ramco-Gershenson, Inc. May 2009 - August 2009
Education
Grinnell College 2008 — 2012
Bachelor of Arts (B.A.), Psychology
Cranbrook Kingswood 1997 — 2008
Rita Benkirane's Morgan Stanley Wealth Management Experience September 2012 - July 2014
Job Portfolio Analyst at Colonial Consulting
Industry Financial Services
Experience
Colonial Consulting LLC July 2014 - Present
Morgan Stanley Wealth Management September 2012 - July 2014
InfraCo Management Services Ltd July 2012 - August 2012
Central Bank of Morocco June 2009 - July 2009
Skills
Economics, Econometrics, Eviews, International Economics, Statistics, Monetary Policy, Investments, Banking, Corporate Finance, Financial Modeling, VBA, Venture Capital, Fixed Income, Bloomberg
Education
George Mason University 2008 — 2011
Bachelor of Science, Economics
Lycée Lyautey 2001 — 2008
Economic and Social Sciences
Colonial Consulting LLC July 2014 - Present
Morgan Stanley Wealth Management September 2012 - July 2014
InfraCo Management Services Ltd July 2012 - August 2012
Central Bank of Morocco June 2009 - July 2009
Skills
Economics, Econometrics, Eviews, International Economics, Statistics, Monetary Policy, Investments, Banking, Corporate Finance, Financial Modeling, VBA, Venture Capital, Fixed Income, Bloomberg
Education
George Mason University 2008 — 2011
Bachelor of Science, Economics
Lycée Lyautey 2001 — 2008
Economic and Social Sciences
Kitiya Ditpare Kitiya Ditpare's Morgan Stanley Wealth Management Experience July 2012 - July 2013
Job Experienced Staff, National Tax Indirect Tax Practice
Industry Law Practice
Experience
EY September 2014 - Present
Morgan Stanley Wealth Management July 2012 - July 2013
PwC April 2010 - December 2011
Citigroup Global Markets Inc. June 2007 - June 2009
Skills
International Trade, Customs Law, Free Trade Agreements, Due Diligence, Corporate Law, Cross-border..., Tax, Indirect Taxation, Customs Regulations, Legal Advice, Analysis, Mergers
Education
Georgetown University Law Center 2013 — 2014
Master of Laws (LL.M.) in Taxation, Certificate in International Tax
Northwestern Univesity School of Law 2005 — 2006
Master of Laws, Business/Corporate Law
EY September 2014 - Present
Morgan Stanley Wealth Management July 2012 - July 2013
PwC April 2010 - December 2011
Citigroup Global Markets Inc. June 2007 - June 2009
Skills
International Trade, Customs Law, Free Trade Agreements, Due Diligence, Corporate Law, Cross-border..., Tax, Indirect Taxation, Customs Regulations, Legal Advice, Analysis, Mergers
Education
Georgetown University Law Center 2013 — 2014
Master of Laws (LL.M.) in Taxation, Certificate in International Tax
Northwestern Univesity School of Law 2005 — 2006
Master of Laws, Business/Corporate Law
John Absher John Absher's Morgan Stanley Wealth Management Experience June 2013 - May 2014
Job Consultant at IBM
Industry Management Consulting
Experience
IBM June 2014 - Present
Morgan Stanley Wealth Management June 2013 - May 2014
Skills
C, Data Analysis, Financial Modeling, Alternative Investments, Mathematical Modeling, Visual Basic, Fixed Income, Valuation, Bloomberg, Economics, Investment Banking, C, DCF, SQL, Microsoft Excel, Analysis, Financial Analysis, Leadership, Emerging Markets, Microsoft Office, PowerPoint, Research
Education
Georgetown University 2010 — 2014
Bachelor of Science (BS), Physics, Mathematics, 3.5
IBM June 2014 - Present
Morgan Stanley Wealth Management June 2013 - May 2014
Skills
C, Data Analysis, Financial Modeling, Alternative Investments, Mathematical Modeling, Visual Basic, Fixed Income, Valuation, Bloomberg, Economics, Investment Banking, C, DCF, SQL, Microsoft Excel, Analysis, Financial Analysis, Leadership, Emerging Markets, Microsoft Office, PowerPoint, Research
Education
Georgetown University 2010 — 2014
Bachelor of Science (BS), Physics, Mathematics, 3.5
Diana Chan, CPA Diana Chan, CPA's Morgan Stanley Wealth Management Experience June 2009 - September 2009
Job Financial Analyst
Industry Utilities
Experience
Georgia Power Company October 2011 - Present
Georgia Power Company January 2011 - May 2011
Georgia Power Company August 2010 - December 2010
Morgan Stanley Wealth Management June 2009 - September 2009
Merrill Lynch January 2009 - April 2009
Skills
Finance, Financial Accounting, Financial Analysis
Education
Georgia State University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Georgia Power Company October 2011 - Present
Georgia Power Company January 2011 - May 2011
Georgia Power Company August 2010 - December 2010
Morgan Stanley Wealth Management June 2009 - September 2009
Merrill Lynch January 2009 - April 2009
Skills
Finance, Financial Accounting, Financial Analysis
Education
Georgia State University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Ifutbol Agents (Fabio Duran) Ifutbol Agents (Fabio Duran)'s Morgan Stanley Wealth Management Experience January 2000 - December 2009
Job Investment Banking at Adriatica Private Fund
Industry Sports
Experience
I Futbol Agents February 1998 - Present
Adriatica Private Fund January 1998 - Present
Morgan Stanley Wealth Management January 2000 - December 2009
Skills
Sports Agent (soccer), Agente de Jugadores, Sports, Sports Management, Investment Banking, Business Strategy, Marketing Strategy, Spanish, Event Management, Social Media, Marketing, Social Media Marketing, Marketing Communications, English, Strategic Planning, Asset Management, Public Relations
Education
Georgia Tech
Master of Business Administration (MBA), Economics/Finance
Universiteit van Amsterdam / University of Amsterdam
Master's degree, International Economics
I Futbol Agents February 1998 - Present
Adriatica Private Fund January 1998 - Present
Morgan Stanley Wealth Management January 2000 - December 2009
Skills
Sports Agent (soccer), Agente de Jugadores, Sports, Sports Management, Investment Banking, Business Strategy, Marketing Strategy, Spanish, Event Management, Social Media, Marketing, Social Media Marketing, Marketing Communications, English, Strategic Planning, Asset Management, Public Relations
Education
Georgia Tech
Master of Business Administration (MBA), Economics/Finance
Universiteit van Amsterdam / University of Amsterdam
Master's degree, International Economics
Sal Vargas Sal Vargas's Morgan Stanley Wealth Management Experience 2013 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2013 - Present
Extend Health / Towers-Watson July 2012 - 2013
Strayer University 2009 - 2012
Skills
Public Speaking, Customer Relations, Advertising, Research, Strategic Planning, Social Media, Teaching, Customer Service, Leadership, Coaching, Higher Education, Non-profits, Team Building, Event Planning, Entrepreneurship, Business Development, Public Relations, Marketing Communications, Leadership Development, Recruiting, Training, Microsoft Office, Social Networking, Organizational..., Microsoft Excel, Nonprofits, Staff Development, Management Consulting, Project Management, Program Management, Marketing, Microsoft Word, Business Strategy, Sales, Data Analysis, Management, Budgets, Marketing Strategy, Social Media Marketing, Team Leadership, Online Marketing, Strategy
Education
Gonzaga University
Master's Degree, Organizational Leadership
Gonzaga University
Master's Degree, Organizational Leadership
Morgan Stanley Wealth Management 2013 - Present
Extend Health / Towers-Watson July 2012 - 2013
Strayer University 2009 - 2012
Skills
Public Speaking, Customer Relations, Advertising, Research, Strategic Planning, Social Media, Teaching, Customer Service, Leadership, Coaching, Higher Education, Non-profits, Team Building, Event Planning, Entrepreneurship, Business Development, Public Relations, Marketing Communications, Leadership Development, Recruiting, Training, Microsoft Office, Social Networking, Organizational..., Microsoft Excel, Nonprofits, Staff Development, Management Consulting, Project Management, Program Management, Marketing, Microsoft Word, Business Strategy, Sales, Data Analysis, Management, Budgets, Marketing Strategy, Social Media Marketing, Team Leadership, Online Marketing, Strategy
Education
Gonzaga University
Master's Degree, Organizational Leadership
Gonzaga University
Master's Degree, Organizational Leadership
John Wallace, MBA, CFP, CLTC's Morgan Stanley Wealth Management Experience 2007 - 2010
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2010 - Present
Morgan Stanley Wealth Management 2007 - 2010
Education
Wharton School, University of Pennsylvania 1973 — 1975
Masters in Business Administration, Marketing and Marketing Research
Hamilton College 1969 — 1973
Bachelors of Arts, Economics (Honors)
Ameriprise Financial Services, Inc. January 2010 - Present
Morgan Stanley Wealth Management 2007 - 2010
Education
Wharton School, University of Pennsylvania 1973 — 1975
Masters in Business Administration, Marketing and Marketing Research
Hamilton College 1969 — 1973
Bachelors of Arts, Economics (Honors)
Tom Duffy Tom Duffy's Morgan Stanley Wealth Management Experience July 2011 - Present
Job
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2011 - Present
T.P. Duffy Research & Consulting LLC March 2007 - July 2011
University of Utah, David Eccles School of Business August 2007 - November 2008
Merrill Lynch September 1990 - March 2007
Shearson Lehman July 1987 - September 1990
Standard & Poor's August 1982 - July 1987
Education
New York University - Leonard N. Stern School of Business 1983 — 1987
MBA, Finance / International Business
Gettysburg College 1978 — 1982
BA, Business
Morgan Stanley Wealth Management July 2011 - Present
T.P. Duffy Research & Consulting LLC March 2007 - July 2011
University of Utah, David Eccles School of Business August 2007 - November 2008
Merrill Lynch September 1990 - March 2007
Shearson Lehman July 1987 - September 1990
Standard & Poor's August 1982 - July 1987
Education
New York University - Leonard N. Stern School of Business 1983 — 1987
MBA, Finance / International Business
Gettysburg College 1978 — 1982
BA, Business
Ted Jung Jr. Ted Jung Jr.'s Morgan Stanley Wealth Management Experience October 2013 - January 2014
Job Entrepreneur and business owner.
Industry Restaurants
Experience
Morgan Stanley Wealth Management October 2013 - January 2014
Simple Media Hawaii September 2009 - September 2013
Liquid Planet Studios 2002 - 2009
TJ Produtions, Inc. 1995 - 2001
Alphamedia Corporation 1994 - 1995
Pacific Focus Inc. December 1986 - 1990
KITV August 1986 - December 1986
Skills
Video Production, Television, Video, Producing, Videography, Broadcast Television, Digital Media, Documentaries, Film Production, Broadcast, Film, HD Video, Video Editing, Commercials
Education
Gonzaga University 1982 — 1986
Bachelor of Arts (B.A.), Major in Broadcast Studies
Gonzaga University in Firenze.
Morgan Stanley Wealth Management October 2013 - January 2014
Simple Media Hawaii September 2009 - September 2013
Liquid Planet Studios 2002 - 2009
TJ Produtions, Inc. 1995 - 2001
Alphamedia Corporation 1994 - 1995
Pacific Focus Inc. December 1986 - 1990
KITV August 1986 - December 1986
Skills
Video Production, Television, Video, Producing, Videography, Broadcast Television, Digital Media, Documentaries, Film Production, Broadcast, Film, HD Video, Video Editing, Commercials
Education
Gonzaga University 1982 — 1986
Bachelor of Arts (B.A.), Major in Broadcast Studies
Gonzaga University in Firenze.
Jamie Severns Jamie Severns's Morgan Stanley Wealth Management Experience November 2011 - January 2015
Job Requirements Analyst Direct Internet Optimization
Industry Financial Services
Experience
Nationwide Insurance January 2015 - Present
Morgan Stanley Wealth Management November 2011 - January 2015
Fifth Third Bank March 2008 - February 2010
Skills
Business Analysis, Project Management, Functional Requirements, Requirements Analysis, Storyboarding, Use Case Analysis, Risk Management, Microsoft Excel, Microsoft Office, Management, Process Improvement, Banking, Analysis, PowerPoint, Data Analysis, Strategic Planning, Microsoft Word, Change Management, Vendor Management
Education
Franklin University
Bachelor's Degree, Business Management
Nationwide Insurance January 2015 - Present
Morgan Stanley Wealth Management November 2011 - January 2015
Fifth Third Bank March 2008 - February 2010
Skills
Business Analysis, Project Management, Functional Requirements, Requirements Analysis, Storyboarding, Use Case Analysis, Risk Management, Microsoft Excel, Microsoft Office, Management, Process Improvement, Banking, Analysis, PowerPoint, Data Analysis, Strategic Planning, Microsoft Word, Change Management, Vendor Management
Education
Franklin University
Bachelor's Degree, Business Management
Donovan Tyson Donovan Tyson's Morgan Stanley Wealth Management Experience May 2012 - August 2012
Job Corporate Staff Accountant at ARC Corp.
Industry Accounting
Experience
Airlines Reporting Corporation August 2014 - Present
George Mason University August 2011 - Present
ARC June 2014 - August 2014
George Mason University December 2012 - May 2014
Morgan Stanley Wealth Management May 2012 - August 2012
Skills
Microsoft Excel, Access, Adobe Creative Suite, Microsoft Office, SPSS, PowerPoint, Information Graphics, Data Analysis, Databases, Data Entry, Financial Analysis, Financial Reporting, Financial Accounting, Analysis, Public Speaking, Research, Customer Service, Accounting, Leadership
Education
George Mason University 2014 — 2016
Master of Arts (M.A.), Economics
George Mason University 2009 — 2014
Bachelor of Science (B.S.), B.S. Accounting, B.S. Economics
Hampton Roads Academy 2002 — 2009
Airlines Reporting Corporation August 2014 - Present
George Mason University August 2011 - Present
ARC June 2014 - August 2014
George Mason University December 2012 - May 2014
Morgan Stanley Wealth Management May 2012 - August 2012
Skills
Microsoft Excel, Access, Adobe Creative Suite, Microsoft Office, SPSS, PowerPoint, Information Graphics, Data Analysis, Databases, Data Entry, Financial Analysis, Financial Reporting, Financial Accounting, Analysis, Public Speaking, Research, Customer Service, Accounting, Leadership
Education
George Mason University 2014 — 2016
Master of Arts (M.A.), Economics
George Mason University 2009 — 2014
Bachelor of Science (B.S.), B.S. Accounting, B.S. Economics
Hampton Roads Academy 2002 — 2009
Edward Brucker IV's Morgan Stanley Wealth Management Experience June 2013 - Present
Job Analyst at Morgan Stanley Wealth Management
Industry Capital Markets
Experience
Morgan Stanley Wealth Management June 2013 - Present
Skills
Economics, Stata, PowerPoint, Financial Modeling
Education
Harvard University 2009 — 2013
Bachelor of Arts (BA), Economics
Morgan Stanley Wealth Management June 2013 - Present
Skills
Economics, Stata, PowerPoint, Financial Modeling
Education
Harvard University 2009 — 2013
Bachelor of Arts (BA), Economics
Eleanor Rose McDonnell Eleanor Rose McDonnell's Morgan Stanley Wealth Management Experience 2012 - 2013
Job Jazzercise Instuctor at Jazzercise at South Riding Dance Academy
Industry Public Relations and Communications
Experience
Jazzercise at South Riding Dance Academy November 2014 - Present
Union Tae Kwon Do April 2014 - Present
Fulcrum Properties Group July 2013 - November 2013
Morgan Stanley Wealth Management 2012 - 2013
The University of Virginia's College at Wise January 2009 - May 2012
Skills
Public Speaking, Event Planning, Spanish, Research, Social Media, Community Outreach, PowerPoint, Fundraising, Editing, Nonprofits, Higher Education, Microsoft Office, Public Relations, Teaching, Social Networking, Microsoft Word
Education
George Mason University 2014 — 2016
Master's degree, Higher Education/Higher Education Administration
The University of Virginia's College at Wise 2008 — 2012
Bachelor of Arts (B.A.), Communication Studies
Jazzercise at South Riding Dance Academy November 2014 - Present
Union Tae Kwon Do April 2014 - Present
Fulcrum Properties Group July 2013 - November 2013
Morgan Stanley Wealth Management 2012 - 2013
The University of Virginia's College at Wise January 2009 - May 2012
Skills
Public Speaking, Event Planning, Spanish, Research, Social Media, Community Outreach, PowerPoint, Fundraising, Editing, Nonprofits, Higher Education, Microsoft Office, Public Relations, Teaching, Social Networking, Microsoft Word
Education
George Mason University 2014 — 2016
Master's degree, Higher Education/Higher Education Administration
The University of Virginia's College at Wise 2008 — 2012
Bachelor of Arts (B.A.), Communication Studies
Ashley Rivera's Morgan Stanley Wealth Management Experience June 2014 - March 2015
Job Private Wealth Rotational Analyst Philanthropy Management Team at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Morgan Stanley Wealth Management June 2014 - March 2015
The Boston Consulting Group June 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Abercrombie & Fitch July 2011 - September 2011
University of Pennsylvania Law School June 2011 - July 2011
Skills
Spanish, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Office, Research, Financial Analysis, Market Research, Public Speaking, Social Media, Financial Modeling, Marketing, Economics, Statistics, SPSS
Education
Wharton School, University of Pennsylvania 2010 — 2014
Marketing and Entrepreneurship
Università Commerciale 'Luigi Bocconi' / Bocconi University
Study Abroad Semester
Harvard University 2009 — 2009
Summer School
Morgan Stanley March 2015 - Present
Morgan Stanley Wealth Management June 2014 - March 2015
The Boston Consulting Group June 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Abercrombie & Fitch July 2011 - September 2011
University of Pennsylvania Law School June 2011 - July 2011
Skills
Spanish, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Office, Research, Financial Analysis, Market Research, Public Speaking, Social Media, Financial Modeling, Marketing, Economics, Statistics, SPSS
Education
Wharton School, University of Pennsylvania 2010 — 2014
Marketing and Entrepreneurship
Università Commerciale 'Luigi Bocconi' / Bocconi University
Study Abroad Semester
Harvard University 2009 — 2009
Summer School
John Lockette John Lockette's Morgan Stanley Wealth Management Experience September 2013 - Present
Job Vice President, Regional Training Officer
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2013 - Present
Dive Center Marketing Consultants April 2010 - Present
Morgan Stanley Smith Barney April 2007 - September 2009
Smith Barney September 2001 - April 2007
Merrill Lynch February 1999 - August 2001
Education
Hampshire College
B.A., Economic History and Theory
Princeton Day School
Morgan Stanley Wealth Management September 2013 - Present
Dive Center Marketing Consultants April 2010 - Present
Morgan Stanley Smith Barney April 2007 - September 2009
Smith Barney September 2001 - April 2007
Merrill Lynch February 1999 - August 2001
Education
Hampshire College
B.A., Economic History and Theory
Princeton Day School
Kalah Martre, CFP®'s Morgan Stanley Wealth Management Experience April 2010 - Present
Job Relationship Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2010 - Present
Wachovia Wealth Management 2005 - 2010
Iron Stone Bank January 2001 - September 2004
Education
Georgia State University 1988 — 1993
Bachelors
Morgan Stanley Wealth Management April 2010 - Present
Wachovia Wealth Management 2005 - 2010
Iron Stone Bank January 2001 - September 2004
Education
Georgia State University 1988 — 1993
Bachelors
Craig Marcello Craig Marcello's Morgan Stanley Wealth Management Experience January 2013 - May 2015
Job Development Director/National Fundraising Manager
Industry Nonprofit Organization Management
Experience
Morgan Stanley Wealth Management January 2013 - May 2015
University of Phoenix October 2010 - July 2013
Marcello Consulting Group September 2011 - January 2013
Capital Growth Partners of Louisiana May 2009 - June 2012
Merrill Lynch July 2010 - May 2011
UBS Wealth Management November 2003 - March 2009
Smith Barney March 1998 - November 2003
Merrill Lynch October 1994 - March 1998
Skills
Asset Managment, Strategic Planning, Sales Management, Business Strategy, Business Planning, Strategic Financial..., Team Leadership, Investments, Account Management, Public Speaking, Finance, Financial Analysis, Risk Management, Retirement, Leadership, Underwriting, Loans, Asset Management, Small Business, Financial Planning
Education
George Mason University 1990 — 1992
M.B.A., Finance
Louisiana State University 1980 — 1989
B.A., International Trade & Finance
Morgan Stanley Wealth Management January 2013 - May 2015
University of Phoenix October 2010 - July 2013
Marcello Consulting Group September 2011 - January 2013
Capital Growth Partners of Louisiana May 2009 - June 2012
Merrill Lynch July 2010 - May 2011
UBS Wealth Management November 2003 - March 2009
Smith Barney March 1998 - November 2003
Merrill Lynch October 1994 - March 1998
Skills
Asset Managment, Strategic Planning, Sales Management, Business Strategy, Business Planning, Strategic Financial..., Team Leadership, Investments, Account Management, Public Speaking, Finance, Financial Analysis, Risk Management, Retirement, Leadership, Underwriting, Loans, Asset Management, Small Business, Financial Planning
Education
George Mason University 1990 — 1992
M.B.A., Finance
Louisiana State University 1980 — 1989
B.A., International Trade & Finance
Alexander W. Grieco Alexander W. Grieco's Morgan Stanley Wealth Management Experience June 2014 - August 2014
Job Intern at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2014 - August 2014
Hamilton College Physics Department May 2013 - June 2014
Skills
Microsoft Excel, Microsoft Office, Project Management
Education
Hamilton College 2011 — 2015
Bachelor's Degree, Physics
Morgan Stanley Wealth Management June 2014 - August 2014
Hamilton College Physics Department May 2013 - June 2014
Skills
Microsoft Excel, Microsoft Office, Project Management
Education
Hamilton College 2011 — 2015
Bachelor's Degree, Physics
Andrew Barkan's Morgan Stanley Wealth Management Experience 1999 - 2005
Job VP at Fisher Investments
Industry Financial Services
Experience
Fisher Investments 2006 - Present
Morgan Stanley Wealth Management 1999 - 2005
Education
Georgia State University - J. Mack Robinson College of Business 1980 — 1984
Bachelor of Business Administration (BBA), Finance, General
Fisher Investments 2006 - Present
Morgan Stanley Wealth Management 1999 - 2005
Education
Georgia State University - J. Mack Robinson College of Business 1980 — 1984
Bachelor of Business Administration (BBA), Finance, General
Maxwell Spaeth Maxwell Spaeth's Morgan Stanley Wealth Management Experience July 2012 - May 2013
Job Strategy Consultant
Industry Management Consulting
Experience
Accenture June 2015 - Present
Accenture June 2014 - August 2014
Datacard Group May 2013 - July 2013
Gopher Angels September 2012 - June 2013
Morgan Stanley Wealth Management July 2012 - May 2013
A.T. Kearney 2013 - 2013
8thBridge, Inc. February 2012 - July 2012
Skills
Valuation, Microsoft Excel, Microsoft Office, Financial Modeling, PowerPoint, Financial Analysis, Social Media, Data Analysis, Public Speaking, Microsoft Word, Start-ups, Finance
Education
University of Minnesota - Carlson School of Management 2011 — 2015
Bachelor of Science of Business (BSB), Finance, General
Fundação Getulio Vargas 2013 — 2014
International Business
Fargo South High School 2007 — 2011
Accenture June 2015 - Present
Accenture June 2014 - August 2014
Datacard Group May 2013 - July 2013
Gopher Angels September 2012 - June 2013
Morgan Stanley Wealth Management July 2012 - May 2013
A.T. Kearney 2013 - 2013
8thBridge, Inc. February 2012 - July 2012
Skills
Valuation, Microsoft Excel, Microsoft Office, Financial Modeling, PowerPoint, Financial Analysis, Social Media, Data Analysis, Public Speaking, Microsoft Word, Start-ups, Finance
Education
University of Minnesota - Carlson School of Management 2011 — 2015
Bachelor of Science of Business (BSB), Finance, General
Fundação Getulio Vargas 2013 — 2014
International Business
Fargo South High School 2007 — 2011
Chip Gjertsen Chip Gjertsen's Morgan Stanley Wealth Management Experience 2013 - 2014
Job Vice President at Hamilton State Bank
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2013 - 2014
Americans for Limited Government March 2012 - March 2013
Peachtree Financial Services January 2011 - March 2012
Regions Bank April 2009 - November 2010
Bank of America June 1997 - August 2008
Skills
Banking, Credit Analysis, Commercial Lending, Financial Services, Mortgage Lending, Financial Risk, Securities, Investments, Strategic Financial..., Consumer Lending, Private Banking, Project Management, Wealth Management, Relationship Management, Leadership, Financial Analysis, Commercial Banking, New Business Development, Client Relationship..., Change Management, Sales and Team..., Portfolio Management, Credit Risk, Investment Banking, Investment Products, SBA Business lending, Private Foundations, Advisory Boards, Municipalities, Structured Finance
Education
Cannon Financial Institute 2005 — 2007
Banking, Corporate, Finance, and Securities Law
NationsBank 1998 — 1998
Commercial Lending, Consumer and Commercial Lending Training
Georgia State University
Morgan Stanley Wealth Management 2013 - 2014
Americans for Limited Government March 2012 - March 2013
Peachtree Financial Services January 2011 - March 2012
Regions Bank April 2009 - November 2010
Bank of America June 1997 - August 2008
Skills
Banking, Credit Analysis, Commercial Lending, Financial Services, Mortgage Lending, Financial Risk, Securities, Investments, Strategic Financial..., Consumer Lending, Private Banking, Project Management, Wealth Management, Relationship Management, Leadership, Financial Analysis, Commercial Banking, New Business Development, Client Relationship..., Change Management, Sales and Team..., Portfolio Management, Credit Risk, Investment Banking, Investment Products, SBA Business lending, Private Foundations, Advisory Boards, Municipalities, Structured Finance
Education
Cannon Financial Institute 2005 — 2007
Banking, Corporate, Finance, and Securities Law
NationsBank 1998 — 1998
Commercial Lending, Consumer and Commercial Lending Training
Georgia State University
Neil Gonzales Neil Gonzales's Morgan Stanley Wealth Management Experience October 2012 - Present
Job Financial Services Professional at Morgan Stanley Wealth Management
Industry Accounting
Experience
Morgan Stanley Wealth Management October 2012 - Present
Cardinal Health May 2012 - October 2012
Skills
Microsoft Office
Education
Franklin University 2012 — 2014
MBA, Business Administration and Management, General, 4.0
Franklin University 2008 — 2012
Bachelors, Accounting, 3.65
Morgan Stanley Wealth Management October 2012 - Present
Cardinal Health May 2012 - October 2012
Skills
Microsoft Office
Education
Franklin University 2012 — 2014
MBA, Business Administration and Management, General, 4.0
Franklin University 2008 — 2012
Bachelors, Accounting, 3.65
Hubert Papes Hubert Papes's Morgan Stanley Wealth Management Experience September 2013 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2013 - Present
John Locke Foundation May 2012 - April 2013
SFIA - Sports & Fitness Industry Association August 2011 - December 2011
Skills
PowerPoint, Research, Government, Word, Campaigns, Legislative Relations, Community Outreach, Political Campaigns, Wealth Management, New Business Development, Client Development, Fixed Income Strategies, Data Analysis, Bond Markets, Options Strategies, Account Management, Microsoft Office, Excel, Event Planning, Social Media, Twitter, Public Speaking, Press Releases, Strategic Media..., Blogging, Strategic Communications, New Media Marketing
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Arts, Political Science, History
Georgetown University 2011 — 2011
Morgan Stanley Wealth Management September 2013 - Present
John Locke Foundation May 2012 - April 2013
SFIA - Sports & Fitness Industry Association August 2011 - December 2011
Skills
PowerPoint, Research, Government, Word, Campaigns, Legislative Relations, Community Outreach, Political Campaigns, Wealth Management, New Business Development, Client Development, Fixed Income Strategies, Data Analysis, Bond Markets, Options Strategies, Account Management, Microsoft Office, Excel, Event Planning, Social Media, Twitter, Public Speaking, Press Releases, Strategic Media..., Blogging, Strategic Communications, New Media Marketing
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Arts, Political Science, History
Georgetown University 2011 — 2011
Rich Miranda Rich Miranda's Morgan Stanley Wealth Management Experience June 2009 - Present
Job Senior Vice President, CIMA at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2009 - Present
Merrill Lynch July 1998 - May 2009
National Semiconductor 1992 - 1996
Dun & Bradstreet 1988 - 1992
Education
University of Pennsylvania - The Wharton School 2007 — 2007
CIMA, Finance
Harvard Business School 1996 — 1998
MBA
Providence College 1983 — 1987
BS, Finance
Bergen Catholic High School 1979 — 1983
St. John's School Fairview, NJ
Morgan Stanley Wealth Management June 2009 - Present
Merrill Lynch July 1998 - May 2009
National Semiconductor 1992 - 1996
Dun & Bradstreet 1988 - 1992
Education
University of Pennsylvania - The Wharton School 2007 — 2007
CIMA, Finance
Harvard Business School 1996 — 1998
MBA
Providence College 1983 — 1987
BS, Finance
Bergen Catholic High School 1979 — 1983
St. John's School Fairview, NJ
Vicki Unger's Morgan Stanley Wealth Management Experience July 2006 - March 2014
Job Senior Vice President Investments, The Kopitz Unger Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2014 - Present
Morgan Stanley Wealth Management July 2006 - March 2014
J.P. Morgan 1986 - 2003
Skills
Investment Management, Philanthropy, Executive Development, Executive Coaching, Women Owned Business, Strategy, Organizational..., Start-ups, Leadership Development, Management, Change Management, Entrepreneurship, Emotional Intelligence, Succession Planning, Training, Business Development, Team Building
Education
University of Rochester 1975 — 1979
Bachelor of Arts, History
Harvard University 1977 — 1978
American School of Paris 1971 — 1975
High school
Wells Fargo Advisors March 2014 - Present
Morgan Stanley Wealth Management July 2006 - March 2014
J.P. Morgan 1986 - 2003
Skills
Investment Management, Philanthropy, Executive Development, Executive Coaching, Women Owned Business, Strategy, Organizational..., Start-ups, Leadership Development, Management, Change Management, Entrepreneurship, Emotional Intelligence, Succession Planning, Training, Business Development, Team Building
Education
University of Rochester 1975 — 1979
Bachelor of Arts, History
Harvard University 1977 — 1978
American School of Paris 1971 — 1975
High school
Charles Ybema Charles Ybema's Morgan Stanley Wealth Management Experience January 2011 - September 2013
Job Security AnalystGimbal Capital Management
Industry Financial Services
Experience
Northwood University December 2011 - August 2014
ITT Technical Institute September 2009 - August 2014
Morgan Stanley Wealth Management January 2011 - September 2013
JPMorgan Chase 2005 - 2007
Education
Western Michigan University 2007 — 2008
MA, Applied Economics
Grand Valley State University 1994 — 1997
BBA, Finance
Northwood University December 2011 - August 2014
ITT Technical Institute September 2009 - August 2014
Morgan Stanley Wealth Management January 2011 - September 2013
JPMorgan Chase 2005 - 2007
Education
Western Michigan University 2007 — 2008
MA, Applied Economics
Grand Valley State University 1994 — 1997
BBA, Finance
Reed Benet Reed Benet's Morgan Stanley Wealth Management Experience 2011 - 2013
Job Founder/CEO at zeroto6t, inc.
Industry Financial Services
Experience
zeroto6t, inc. 2014 - Present
Wells Fargo Advisors 2013 - 2014
Morgan Stanley Wealth Management 2011 - 2013
Booz Allen Hamilton 2009 - 2011
Education
University of California, Davis 2004 — 2008
ABD Ph.D., Engineering, Transportation Technology & Policy
Harvard Business School 1989 — 1991
MBA, Entrepreneurship
Princeton University 1980 — 1984
A.B., Politics
zeroto6t, inc. 2014 - Present
Wells Fargo Advisors 2013 - 2014
Morgan Stanley Wealth Management 2011 - 2013
Booz Allen Hamilton 2009 - 2011
Education
University of California, Davis 2004 — 2008
ABD Ph.D., Engineering, Transportation Technology & Policy
Harvard Business School 1989 — 1991
MBA, Entrepreneurship
Princeton University 1980 — 1984
A.B., Politics
Kevin Muench Kevin Muench's Morgan Stanley Wealth Management Experience June 2013 - December 2013
Job Advisory Associate at PwC
Industry Hospital & Health Care
Experience
PwC August 2015 - Present
Sigma Alpha Epsilon November 2013 - December 2014
Siemens Industry US May 2014 - August 2014
Morgan Stanley Wealth Management June 2013 - December 2013
Centers for Disease Control and Prevention March 2013 - August 2013
Drew Eckl & Farnham August 2012 - March 2013
PVR Research May 2012 - August 2012
Skills
Time Management, PowerPoint, Teamwork, MySQL, Python, Microsoft Excel, Java, Windows Sharepoint..., Public Speaking, Microsoft Word, ProLaw, Jython, Forensic Accounting
Education
Georgia Institute of Technology 2011 — 2015
Business Administration (Finance), Certificate in Integrative Biology, 3.53
Northview High School 2007 — 2011
College Preparatory (GPA 3.77), College/University Preparatory and Advanced High School/Secondary Diploma Program
PwC August 2015 - Present
Sigma Alpha Epsilon November 2013 - December 2014
Siemens Industry US May 2014 - August 2014
Morgan Stanley Wealth Management June 2013 - December 2013
Centers for Disease Control and Prevention March 2013 - August 2013
Drew Eckl & Farnham August 2012 - March 2013
PVR Research May 2012 - August 2012
Skills
Time Management, PowerPoint, Teamwork, MySQL, Python, Microsoft Excel, Java, Windows Sharepoint..., Public Speaking, Microsoft Word, ProLaw, Jython, Forensic Accounting
Education
Georgia Institute of Technology 2011 — 2015
Business Administration (Finance), Certificate in Integrative Biology, 3.53
Northview High School 2007 — 2011
College Preparatory (GPA 3.77), College/University Preparatory and Advanced High School/Secondary Diploma Program
Samantha Smolka Samantha Smolka's Morgan Stanley Wealth Management Experience June 2013 - August 2013
Job AERS Cyber Risk Consultant at Deloitte
Industry Financial Services
Experience
Deloitte August 2015 - Present
Morgan Stanley June 2014 - August 2014
Georgetown University September 2012 - May 2014
Morgan Stanley Wealth Management June 2013 - August 2013
Commonfund May 2011 - June 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Social Media, Marketing, Sponsorship, Brand Management, Flexible Approach
Education
Georgetown University 2011 — 2015
Bachelor of Arts (BA), Political Economy and Government
Staples High School 2007 — 2011
Deloitte August 2015 - Present
Morgan Stanley June 2014 - August 2014
Georgetown University September 2012 - May 2014
Morgan Stanley Wealth Management June 2013 - August 2013
Commonfund May 2011 - June 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Social Media, Marketing, Sponsorship, Brand Management, Flexible Approach
Education
Georgetown University 2011 — 2015
Bachelor of Arts (BA), Political Economy and Government
Staples High School 2007 — 2011
Jim Nastasi Jim Nastasi's Morgan Stanley Wealth Management Experience February 2007 - Present
Job Financial Advisor/ Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2007 - Present
PNC Investments June 2001 - February 2007
Skills
Retirement Planning, Portfolio Management, Strategic Financial..., 401k Rollovers, Retirement, 401k, IRAs, Asset Allocation
Education
Villanova Business School 2010 — 2014
MBA
Gettysburg College 1997 — 2001
BA, Business
Morgan Stanley Wealth Management February 2007 - Present
PNC Investments June 2001 - February 2007
Skills
Retirement Planning, Portfolio Management, Strategic Financial..., 401k Rollovers, Retirement, 401k, IRAs, Asset Allocation
Education
Villanova Business School 2010 — 2014
MBA
Gettysburg College 1997 — 2001
BA, Business
Pamela Sisson's Morgan Stanley Wealth Management Experience March 2013 - September 2013
Job Creative Director (UX, VisD, Photography)
Industry Design
Experience
EPAM Systems April 2015 - Present
Guggenheim Partners September 2013 - March 2015
Morgan Stanley Wealth Management March 2013 - September 2013
Thomson Reuters Wealth Management April 2011 - February 2013
Bankrate, Inc. October 2009 - April 2011
WP Associates October 2002 - October 2009
Skills
Adobe Creative Suite, HTML, CSS, Illustration, User Interface, Software Design, Graphic Design, Interaction Design, Adobe Fireworks, Awesomeness, User Experience, User Interface Design, Web Design, Layout, Typography, Usability, Mobile Applications, Flash, Email Marketing, Dreamweaver, User Experience Design, HTML 5, Wordpress, Image Manipulation, Information Architecture, Wireframes, User-centered Design, Art Direction, CMS, Mobile Design, Multimedia, Visual Design, Information Design, Usability Testing, Photography, Wire Framing, Advertising, SEO, Graphics, Illustrator, Logo Design, Web Development, WordPress, Usability Engineering, Experience Design, Persona, Web Analytics, ActionScript, Front-end, XHTML
Education
Cooper 2012 — 2012
Certificate, Design Leadership
Center for the Arts, State University of NY at Buffalo 1995 — 1999
BFA, Visual Studies
General Assembly 2014 — 2014
Startup Strategies
EPAM Systems April 2015 - Present
Guggenheim Partners September 2013 - March 2015
Morgan Stanley Wealth Management March 2013 - September 2013
Thomson Reuters Wealth Management April 2011 - February 2013
Bankrate, Inc. October 2009 - April 2011
WP Associates October 2002 - October 2009
Skills
Adobe Creative Suite, HTML, CSS, Illustration, User Interface, Software Design, Graphic Design, Interaction Design, Adobe Fireworks, Awesomeness, User Experience, User Interface Design, Web Design, Layout, Typography, Usability, Mobile Applications, Flash, Email Marketing, Dreamweaver, User Experience Design, HTML 5, Wordpress, Image Manipulation, Information Architecture, Wireframes, User-centered Design, Art Direction, CMS, Mobile Design, Multimedia, Visual Design, Information Design, Usability Testing, Photography, Wire Framing, Advertising, SEO, Graphics, Illustrator, Logo Design, Web Development, WordPress, Usability Engineering, Experience Design, Persona, Web Analytics, ActionScript, Front-end, XHTML
Education
Cooper 2012 — 2012
Certificate, Design Leadership
Center for the Arts, State University of NY at Buffalo 1995 — 1999
BFA, Visual Studies
General Assembly 2014 — 2014
Startup Strategies
Joseph Fink Joseph Fink's Morgan Stanley Wealth Management Experience May 2014 - March 2015
Job MoneyGuard Inbound Sales Representative at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors June 2015 - Present
Goucher College August 2013 - May 2015
Goucher College September 2012 - May 2015
Morgan Stanley Wealth Management May 2014 - March 2015
Goucher College February 2012 - September 2012
Goucher College July 2012 - August 2012
Kassimir Physical Therapy June 2008 - June 2012
Goucher College September 2011 - May 2012
Equality Maryland, Inc December 2010 - July 2011
Cold Stone Creamery May 2007 - September 2007
Skills
Facebook, Community Outreach, PowerPoint, Student Engagement, Event Planning, Social Media, Higher Education, Social Networking, Research, Fundraising, Admissions, Volunteer Management, Leadership Development, Student Affairs, Teamwork, Customer Service, Conflict Resolution, Financial Economics, Series 6, Series 63, Long-term Care, Life & Health Insurance...
Education
Goucher College 2011 — 2015
Bachelor of Arts (B.A.), Economics
The Park School of Baltimore 2008 — 2011
Universitat d'Alacant
Intensive Course Abroad for Spanish Language
Lincoln Financial Distributors June 2015 - Present
Goucher College August 2013 - May 2015
Goucher College September 2012 - May 2015
Morgan Stanley Wealth Management May 2014 - March 2015
Goucher College February 2012 - September 2012
Goucher College July 2012 - August 2012
Kassimir Physical Therapy June 2008 - June 2012
Goucher College September 2011 - May 2012
Equality Maryland, Inc December 2010 - July 2011
Cold Stone Creamery May 2007 - September 2007
Skills
Facebook, Community Outreach, PowerPoint, Student Engagement, Event Planning, Social Media, Higher Education, Social Networking, Research, Fundraising, Admissions, Volunteer Management, Leadership Development, Student Affairs, Teamwork, Customer Service, Conflict Resolution, Financial Economics, Series 6, Series 63, Long-term Care, Life & Health Insurance...
Education
Goucher College 2011 — 2015
Bachelor of Arts (B.A.), Economics
The Park School of Baltimore 2008 — 2011
Universitat d'Alacant
Intensive Course Abroad for Spanish Language
Matt Soens's Morgan Stanley Wealth Management Experience July 2013 - August 2013
Job Student at Georgetown University
Industry
Experience
Long & Foster Companies June 2014 - August 2015
Americans for Democratic Action September 2013 - December 2013
Morgan Stanley Wealth Management July 2013 - August 2013
Skills
Political Science, Social Media
Education
Georgetown University
Bachelor's degree, Philosophy
Long & Foster Companies June 2014 - August 2015
Americans for Democratic Action September 2013 - December 2013
Morgan Stanley Wealth Management July 2013 - August 2013
Skills
Political Science, Social Media
Education
Georgetown University
Bachelor's degree, Philosophy
Hans Schulte Hans Schulte's Morgan Stanley Wealth Management Experience June 2012 - August 2012
Job Senior Account Manager at Collective
Industry Online Media
Experience
Collective August 2015 - Present
Collective April 2014 - Present
UBS Financial Services June 2013 - December 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Skills
Financial Analysis, Microsoft Excel, Investments, Data Analysis, Economics, Analysis, Bloomberg, Facebook
Education
Hamilton College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Rondout Valley High School 2005 — 2009
Collective August 2015 - Present
Collective April 2014 - Present
UBS Financial Services June 2013 - December 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Skills
Financial Analysis, Microsoft Excel, Investments, Data Analysis, Economics, Analysis, Bloomberg, Facebook
Education
Hamilton College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Rondout Valley High School 2005 — 2009
Ayesha Yasin, CRPC®'s Morgan Stanley Wealth Management Experience March 2009 - October 2012
Job Senior Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management November 2012 - Present
Morgan Stanley Wealth Management March 2009 - October 2012
Merrill Lynch April 2005 - March 2009
Education
Harvard University 2015 — 2016
Graduate Degree Program - Extension School, Finance
George Mason University 1993 — 1997
Bachelor Of Arts, Economics
St. Joseph's College, Karachi Pakistan 1991 — 1993
Bachelor Of Science, Economics, Finance, French
RBC Wealth Management November 2012 - Present
Morgan Stanley Wealth Management March 2009 - October 2012
Merrill Lynch April 2005 - March 2009
Education
Harvard University 2015 — 2016
Graduate Degree Program - Extension School, Finance
George Mason University 1993 — 1997
Bachelor Of Arts, Economics
St. Joseph's College, Karachi Pakistan 1991 — 1993
Bachelor Of Science, Economics, Finance, French
Brandon McGraw Brandon McGraw's Morgan Stanley Wealth Management Experience August 2012 - June 2013
Job Associate at Resource Planning Group
Industry Financial Services
Experience
Resource Planning Group June 2013 - Present
Morgan Stanley Wealth Management August 2012 - June 2013
Georgia Center for Opportunity May 2010 - August 2010
Higher Ground Insurance, Inc. January 2009 - April 2009
Marcus & Millichap May 2008 - September 2008
Skills
Leadership, Investments, Finance, Management, Strategy, Social Media, PowerPoint, Marketing, Customer Service
Education
Georgia Institute of Technology 2007 — 2012
Bachelor of Science (B.S.), Economics and International Affairs, 3.63
Resource Planning Group June 2013 - Present
Morgan Stanley Wealth Management August 2012 - June 2013
Georgia Center for Opportunity May 2010 - August 2010
Higher Ground Insurance, Inc. January 2009 - April 2009
Marcus & Millichap May 2008 - September 2008
Skills
Leadership, Investments, Finance, Management, Strategy, Social Media, PowerPoint, Marketing, Customer Service
Education
Georgia Institute of Technology 2007 — 2012
Bachelor of Science (B.S.), Economics and International Affairs, 3.63
Karen Tan Karen Tan's Morgan Stanley Wealth Management Experience June 2012 - August 2012
Job At SHOOIN
Industry Financial Services
Experience
SHOO-IN March 2015 - Present
Leerink Partners LLC January 2014 - March 2014
Goldman Sachs August 2013 - December 2013
US Congress August 2012 - December 2012
Morgan Stanley Wealth Management June 2012 - August 2012
Skills
Investments, Financial Modeling, Risk Management, PowerPoint, Financial Analysis, Microsoft Excel, Research, Management, Capital Markets, Equities
Education
Harvard Business School
Massachusetts Institute of Technology - Sloan School of Management
Master of Science (MSc), Finance, General
SHOO-IN March 2015 - Present
Leerink Partners LLC January 2014 - March 2014
Goldman Sachs August 2013 - December 2013
US Congress August 2012 - December 2012
Morgan Stanley Wealth Management June 2012 - August 2012
Skills
Investments, Financial Modeling, Risk Management, PowerPoint, Financial Analysis, Microsoft Excel, Research, Management, Capital Markets, Equities
Education
Harvard Business School
Massachusetts Institute of Technology - Sloan School of Management
Master of Science (MSc), Finance, General
Damani Barham's Morgan Stanley Wealth Management Experience November 2013 - February 2014
Job Investments
Industry Financial Services
Experience
TD Ameritrade September 2014 - Present
Morgan Stanley Wealth Management November 2013 - February 2014
Elite Daily February 2013 - September 2013
Socially Relevant, Inc. July 2011 - September 2013
CW3 Public Relations January 2013 - March 2013
Venture IAB February 2007 - August 2012
Island Def Jam Music Group 2001 - 2003
Skills
Strategic Partnerships, Business Strategy, Start-ups, Entertainment, Financial Services, Financial Markets, New Business Development, Social Media, Social Media Marketing, Digital Media, Social Networking, New Media, Marketing, Television, Mobile Devices, Online Marketing, Digital Marketing, Sales, Media Relations, Marketing Strategy, Event Management, Public Relations, Business Development, Film, Digital Strategy, Entrepreneurship, Strategic Planning, Content Strategy, Brand Development, Mobile Marketing, Film Production, Publicity, Advertising, Integrated Marketing, Project Management, Strategy, Mobile Applications, Management Consulting, Facebook, Event Planning, Music, Market Research, Management, Leadership, Finance
Education
Grambling State University 1997 — 2003
Bachelor of Arts (B.A.), Political Science
TD Ameritrade September 2014 - Present
Morgan Stanley Wealth Management November 2013 - February 2014
Elite Daily February 2013 - September 2013
Socially Relevant, Inc. July 2011 - September 2013
CW3 Public Relations January 2013 - March 2013
Venture IAB February 2007 - August 2012
Island Def Jam Music Group 2001 - 2003
Skills
Strategic Partnerships, Business Strategy, Start-ups, Entertainment, Financial Services, Financial Markets, New Business Development, Social Media, Social Media Marketing, Digital Media, Social Networking, New Media, Marketing, Television, Mobile Devices, Online Marketing, Digital Marketing, Sales, Media Relations, Marketing Strategy, Event Management, Public Relations, Business Development, Film, Digital Strategy, Entrepreneurship, Strategic Planning, Content Strategy, Brand Development, Mobile Marketing, Film Production, Publicity, Advertising, Integrated Marketing, Project Management, Strategy, Mobile Applications, Management Consulting, Facebook, Event Planning, Music, Market Research, Management, Leadership, Finance
Education
Grambling State University 1997 — 2003
Bachelor of Arts (B.A.), Political Science
Ethan Sullivan Ethan Sullivan's Morgan Stanley Wealth Management Experience September 2013 - April 2014
Job Investment Banking Analyst at Shea & Company, LLC
Industry Financial Services
Experience
Shea & Company, LLC June 2014 - Present
Morgan Stanley Wealth Management September 2013 - April 2014
OpenView Venture Partners May 2013 - August 2013
Massachusetts General Hospital May 2012 - December 2012
Salisbury Beach State Reservation May 2007 - August 2012
Skills
Microsoft Excel, Visual Basic, STATA Economic..., PowerPoint, Salesforce.com, Morningstar Direct, Excel Macros, Cold Calling, Microsoft Word, Customer Service, Teamwork, Scrum, Data Analysis, Financial Modeling
Education
Boston College 2010 — 2014
Bachelor of Arts (B.A.), International Studies: Economics Base
Freie Universität Berlin 2013 — 2013
Bachelor's Degree, Economics and History
Saint John's Preparatory High School 2006 — 2010
High School Diploma
Shea & Company, LLC June 2014 - Present
Morgan Stanley Wealth Management September 2013 - April 2014
OpenView Venture Partners May 2013 - August 2013
Massachusetts General Hospital May 2012 - December 2012
Salisbury Beach State Reservation May 2007 - August 2012
Skills
Microsoft Excel, Visual Basic, STATA Economic..., PowerPoint, Salesforce.com, Morningstar Direct, Excel Macros, Cold Calling, Microsoft Word, Customer Service, Teamwork, Scrum, Data Analysis, Financial Modeling
Education
Boston College 2010 — 2014
Bachelor of Arts (B.A.), International Studies: Economics Base
Freie Universität Berlin 2013 — 2013
Bachelor's Degree, Economics and History
Saint John's Preparatory High School 2006 — 2010
High School Diploma
Luke Murphy Baran's Morgan Stanley Wealth Management Experience June 2011 - June 2015
Job MBA Candidate at UC Berkeley Haas School of Business
Industry Management Consulting
Experience
Morgan Stanley Wealth Management June 2011 - June 2015
Fidelity Investments May 2010 - August 2010
Long Beach Township Beach Patrol June 2004 - August 2010
Alternative Investment Management, LLC June 2009 - January 2010
Skills
Bloomberg, Fixed Income, Economics, Capital Markets, Investments, Stata, Microsoft Office, Bloomberg Terminal, Spanish, Finance, Series 7, Series 63, Securities, Municipal Bonds, Sales Presentations, Microsoft Excel, MS Excel Pivot Tables, Portfolio Management
Education
University of California, Berkeley, Haas School of Business 2015 — 2017
Master of Business Administration (MBA)
Harvard University 2007 — 2011
Bachelor of Arts (B.A.), Economics Concentration, Spanish Citation
La Universidad de Sevilla 2009 — 2009
Spanish Language & Society
Westfield High School 2003 — 2007
Morgan Stanley Wealth Management June 2011 - June 2015
Fidelity Investments May 2010 - August 2010
Long Beach Township Beach Patrol June 2004 - August 2010
Alternative Investment Management, LLC June 2009 - January 2010
Skills
Bloomberg, Fixed Income, Economics, Capital Markets, Investments, Stata, Microsoft Office, Bloomberg Terminal, Spanish, Finance, Series 7, Series 63, Securities, Municipal Bonds, Sales Presentations, Microsoft Excel, MS Excel Pivot Tables, Portfolio Management
Education
University of California, Berkeley, Haas School of Business 2015 — 2017
Master of Business Administration (MBA)
Harvard University 2007 — 2011
Bachelor of Arts (B.A.), Economics Concentration, Spanish Citation
La Universidad de Sevilla 2009 — 2009
Spanish Language & Society
Westfield High School 2003 — 2007
Amelie Davis Amelie Davis's Morgan Stanley Wealth Management Experience May 2014 - Present
Job at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2014 - Present
UBS Financial Services, Inc. March 2006 - May 2014
UBS Financial Services, Inc. January 2006 - May 2014
UBS Financial Services, Inc. August 2005 - March 2006
Vendôme - Law Firm March 2004 - February 2005
PDGB July 2003 - February 2004
Skills
SDLC, Strategy, Negotiation, Contract Negotiation, SQL, Team Leadership, Marketing Strategy, Team Management, French, Salesforce.com, Sales, Management Consulting, Market Research, Social Media Marketing, PowerPoint, Training, Networking, Microsoft Word, Budgets, Social Networking
Education
ISIFA Groupe 2001 — 2003
Marketing, Marketing
Georgia Perimeter College 1999 — 2000
Business Administration, Marketing, Minor in Accounting
College Pablo Neruda
Morgan Stanley Wealth Management May 2014 - Present
UBS Financial Services, Inc. March 2006 - May 2014
UBS Financial Services, Inc. January 2006 - May 2014
UBS Financial Services, Inc. August 2005 - March 2006
Vendôme - Law Firm March 2004 - February 2005
PDGB July 2003 - February 2004
Skills
SDLC, Strategy, Negotiation, Contract Negotiation, SQL, Team Leadership, Marketing Strategy, Team Management, French, Salesforce.com, Sales, Management Consulting, Market Research, Social Media Marketing, PowerPoint, Training, Networking, Microsoft Word, Budgets, Social Networking
Education
ISIFA Groupe 2001 — 2003
Marketing, Marketing
Georgia Perimeter College 1999 — 2000
Business Administration, Marketing, Minor in Accounting
College Pablo Neruda
Nichole Shenk Nichole Shenk's Morgan Stanley Wealth Management Experience October 2004 - April 2013
Job Financial Planning Specialist & Client Support Advisor at Roof Advisory Group, Inc.
Industry Investment Management
Experience
Roof Advisory Group, Inc April 2015 - Present
Orrstown Financial Advisors April 2013 - March 2015
Morgan Stanley Wealth Management October 2004 - April 2013
Education
HACC, Central Pennsylvania's Community College
Associate's Degree
Central Dauphin
High School
Roof Advisory Group, Inc April 2015 - Present
Orrstown Financial Advisors April 2013 - March 2015
Morgan Stanley Wealth Management October 2004 - April 2013
Education
HACC, Central Pennsylvania's Community College
Associate's Degree
Central Dauphin
High School
Brandon Parr's Morgan Stanley Wealth Management Experience May 2013 - August 2013
Job Student at University of South CarolinaColumbia
Industry Financial Services
Experience
Cresa June 2014 - August 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Slice of Rockville April 2010 - August 2012
National Park Service June 2011 - July 2011
Skills
Microsoft Excel, Microsoft Word, Web Development, Social Media, Leadership, Financial Analysis, PowerPoint, Economics, Research, Web Design, Analysis, Sales
Education
University of South Carolina-Columbia 2014 — 2016
BS, Finance, General
George Mason University 2012 — 2014
Cresa June 2014 - August 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Slice of Rockville April 2010 - August 2012
National Park Service June 2011 - July 2011
Skills
Microsoft Excel, Microsoft Word, Web Development, Social Media, Leadership, Financial Analysis, PowerPoint, Economics, Research, Web Design, Analysis, Sales
Education
University of South Carolina-Columbia 2014 — 2016
BS, Finance, General
George Mason University 2012 — 2014
David Schnier David Schnier's Morgan Stanley Wealth Management Experience September 2013 - May 2015
Job Head of Client Segment Risk, Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management September 2013 - May 2015
Morgan Stanley Wealth Management September 2010 - August 2013
Morgan Stanley Wealth Management January 2006 - August 2010
J. & W. SELIGMAN & CO. INCORPORATED January 2004 - January 2006
Paul, Weiss, Rifkind, Wharton & Garrison LLP January 2001 - January 2004
Skills
Financial Services, Capital Markets, Ultra High Net Worth..., Investment Management..., Contract Negotiation, Advisers Act Expert, Securities, Hedge Funds, Risk Management, Wealth Management, FINRA, Broker-Dealer Compliance, Compliance Advisory, Alternative Investments, Asset Management, Investment Advisory, Equities, Financial Advisory, Investments, Management, Securities Regulation, Wealth Management...
Education
Georgetown University Law Center 1999 — 2001
JD
Rutgers University-New Brunswick 1996 — 1998
BA, Philosophy, Psychology
Morgan Stanley Wealth Management September 2013 - May 2015
Morgan Stanley Wealth Management September 2010 - August 2013
Morgan Stanley Wealth Management January 2006 - August 2010
J. & W. SELIGMAN & CO. INCORPORATED January 2004 - January 2006
Paul, Weiss, Rifkind, Wharton & Garrison LLP January 2001 - January 2004
Skills
Financial Services, Capital Markets, Ultra High Net Worth..., Investment Management..., Contract Negotiation, Advisers Act Expert, Securities, Hedge Funds, Risk Management, Wealth Management, FINRA, Broker-Dealer Compliance, Compliance Advisory, Alternative Investments, Asset Management, Investment Advisory, Equities, Financial Advisory, Investments, Management, Securities Regulation, Wealth Management...
Education
Georgetown University Law Center 1999 — 2001
JD
Rutgers University-New Brunswick 1996 — 1998
BA, Philosophy, Psychology
Jessie Chen's Morgan Stanley Wealth Management Experience August 2013 - December 2014
Job COO
Industry Computer Software
Experience
Morgan Stanley Wealth Management August 2013 - December 2014
Silicon Valley Innovation Institute April 2011 - August 2013
Oracle December 2007 - September 2012
Oracle June 2006 - December 2007
MIT Media Lab / MIT CSAIL / Microsoft Research September 2004 - December 2006
Microsoft (ConferenceXP, Microsoft Rsearch) June 2005 - August 2005
Ascend Consulting January 2005 - February 2005
MIT Comparative Media Studies Department June 2004 - November 2004
Massachusetts General Hospital, Wellman Laboratories of Photomedicine June 2003 - August 2003
idTech Camps June 2002 - July 2002
Skills
Product Requirements, Enterprise Software, Product Management, Go-to-market Strategy, Adobe Creative Suite, Chinese, SaaS, Product Marketing, Big Data, Cloud Computing, Product Launch, Strategy, Professional Services, Multi-channel Marketing, Mobile Applications, Integrated Marketing, Management, Marketing
Education
Massachusetts Institute of Technology 2004 — 2006
Master of Engineering (M.Eng.), Electrical Engineering and Computer Science
Harvard University 2003 — 2004
Master of Education (M.Ed.), Harvard Graduate School of Education, Arts in Education
Sessions College for Professional Design 2007 — 2010
Graphic Design Advanced Professional Certificate, with Concentration in Branding and Identity
Massachusetts Institute of Technology 1999 — 2003
Bachelor of Science (B.S.), Electrical Engineering and Computer Science (EECS)
Massachusetts Institute of Technology 1999 — 2003
Bachelor of Science (B.S.), Comparative Media Studies
Massachusetts Institute of Technology 1999 — 2003
Minor, Theater Arts
University of Cambridge 2001 — 2002
Cambridge-MIT Exchange (CMI), Engineering, Management, Art History
West Essex Regional HS 1996 — 1999
Morgan Stanley Wealth Management August 2013 - December 2014
Silicon Valley Innovation Institute April 2011 - August 2013
Oracle December 2007 - September 2012
Oracle June 2006 - December 2007
MIT Media Lab / MIT CSAIL / Microsoft Research September 2004 - December 2006
Microsoft (ConferenceXP, Microsoft Rsearch) June 2005 - August 2005
Ascend Consulting January 2005 - February 2005
MIT Comparative Media Studies Department June 2004 - November 2004
Massachusetts General Hospital, Wellman Laboratories of Photomedicine June 2003 - August 2003
idTech Camps June 2002 - July 2002
Skills
Product Requirements, Enterprise Software, Product Management, Go-to-market Strategy, Adobe Creative Suite, Chinese, SaaS, Product Marketing, Big Data, Cloud Computing, Product Launch, Strategy, Professional Services, Multi-channel Marketing, Mobile Applications, Integrated Marketing, Management, Marketing
Education
Massachusetts Institute of Technology 2004 — 2006
Master of Engineering (M.Eng.), Electrical Engineering and Computer Science
Harvard University 2003 — 2004
Master of Education (M.Ed.), Harvard Graduate School of Education, Arts in Education
Sessions College for Professional Design 2007 — 2010
Graphic Design Advanced Professional Certificate, with Concentration in Branding and Identity
Massachusetts Institute of Technology 1999 — 2003
Bachelor of Science (B.S.), Electrical Engineering and Computer Science (EECS)
Massachusetts Institute of Technology 1999 — 2003
Bachelor of Science (B.S.), Comparative Media Studies
Massachusetts Institute of Technology 1999 — 2003
Minor, Theater Arts
University of Cambridge 2001 — 2002
Cambridge-MIT Exchange (CMI), Engineering, Management, Art History
West Essex Regional HS 1996 — 1999
Caleb Peterson Caleb Peterson's Morgan Stanley Wealth Management Experience June 2013 - August 2013
Job Investment Banking Summer Analyst, Global Industrials Group
Industry Financial Services
Experience
Goldman Sachs June 2015 - Present
Georgetown University Student Investment Fund January 2015 - Present
Updata Partners October 2014 - April 2015
Georgetown University Student Investment Fund May 2014 - December 2014
UBS July 2014 - August 2014
Georgetown University Student Investment Fund January 2014 - April 2014
Morgan Stanley Wealth Management June 2013 - August 2013
Main Management, LLC May 2013 - June 2013
Skills
Financial Analysis, Microsoft Excel, Accounting, Microsoft Office, Financial Modeling, Financial Accounting, PowerPoint, Microsoft Word, Corporate Finance, Financial Reporting, Teamwork, Valuation, Finance, Investments, Bloomberg, Leadership
Education
Georgetown University 2012 — 2016
Bachelor of Science in Business Administration (BSBA), Accounting and Finance, Junior
Bellarmine College Preparatory 2008 — 2012
High School Diploma
Goldman Sachs June 2015 - Present
Georgetown University Student Investment Fund January 2015 - Present
Updata Partners October 2014 - April 2015
Georgetown University Student Investment Fund May 2014 - December 2014
UBS July 2014 - August 2014
Georgetown University Student Investment Fund January 2014 - April 2014
Morgan Stanley Wealth Management June 2013 - August 2013
Main Management, LLC May 2013 - June 2013
Skills
Financial Analysis, Microsoft Excel, Accounting, Microsoft Office, Financial Modeling, Financial Accounting, PowerPoint, Microsoft Word, Corporate Finance, Financial Reporting, Teamwork, Valuation, Finance, Investments, Bloomberg, Leadership
Education
Georgetown University 2012 — 2016
Bachelor of Science in Business Administration (BSBA), Accounting and Finance, Junior
Bellarmine College Preparatory 2008 — 2012
High School Diploma
Joseph Angiuli's Morgan Stanley Wealth Management Experience March 2010 - May 2010
Job Associate at First Beverage Group
Industry Investment Banking
Experience
First Beverage Group April 2015 - Present
Eastdil Secured June 2014 - April 2015
Eastdil Secured July 2012 - June 2014
Morgan Stanley Wealth Management March 2010 - May 2010
Merrill Lynch September 2009 - February 2010
Skills
Finance, Marketing, Analysis, Investors, Property, Commercial Real Estate, Economics, PowerPoint, Argus Modeling, Data Analysis, Fixed Income, Real Estate Financing, Research, Entrepreneurship, Microsoft Office, Investment Properties, Social Media, Brokerage, Real Estate Transactions, Leases, Investment Banking, Financial Modeling, Valuation, Investments, Private Equity, Corporate Finance, Financial Analysis, Due Diligence, Bloomberg, Real Estate Economics, Capital Markets
Education
Georgetown University - The McDonough School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Double Major - Finance & International Business
Loyola High School 2004 — 2008
First Beverage Group April 2015 - Present
Eastdil Secured June 2014 - April 2015
Eastdil Secured July 2012 - June 2014
Morgan Stanley Wealth Management March 2010 - May 2010
Merrill Lynch September 2009 - February 2010
Skills
Finance, Marketing, Analysis, Investors, Property, Commercial Real Estate, Economics, PowerPoint, Argus Modeling, Data Analysis, Fixed Income, Real Estate Financing, Research, Entrepreneurship, Microsoft Office, Investment Properties, Social Media, Brokerage, Real Estate Transactions, Leases, Investment Banking, Financial Modeling, Valuation, Investments, Private Equity, Corporate Finance, Financial Analysis, Due Diligence, Bloomberg, Real Estate Economics, Capital Markets
Education
Georgetown University - The McDonough School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Double Major - Finance & International Business
Loyola High School 2004 — 2008
Aaron Riley Aaron Riley's Morgan Stanley Wealth Management Experience September 2012 - Present
Job Associate Private Banking Operations
Industry Banking
Experience
Morgan Stanley Wealth Management September 2012 - Present
Salisbury University September 2007 - December 2010
Richardson's Florist January 2001 - January 2010
Crown/Texaco/Sunoco Service Stations 1999 - 2009
Skills
Project Delivery, Management, Financial Analysis, PowerPoint, Research, Social Media, Requirements Gathering, Microsoft Excel, Requirements Analysis, Operational Planning, Analysis, Finance
Education
University of Baltimore 2013 — 2015
Master of Business Administration (M.B.A.), Leadership and Organizational Learning, 4.0
Salisbury University - Perdue School of Business 2007 — 2010
Bachelor Of Science, Double Major: Business Management; Information Systems
Harford Community College 2007 — 2007
Morgan Stanley Wealth Management September 2012 - Present
Salisbury University September 2007 - December 2010
Richardson's Florist January 2001 - January 2010
Crown/Texaco/Sunoco Service Stations 1999 - 2009
Skills
Project Delivery, Management, Financial Analysis, PowerPoint, Research, Social Media, Requirements Gathering, Microsoft Excel, Requirements Analysis, Operational Planning, Analysis, Finance
Education
University of Baltimore 2013 — 2015
Master of Business Administration (M.B.A.), Leadership and Organizational Learning, 4.0
Salisbury University - Perdue School of Business 2007 — 2010
Bachelor Of Science, Double Major: Business Management; Information Systems
Harford Community College 2007 — 2007
Jill Mirabito Jill Mirabito's Morgan Stanley Wealth Management Experience March 1984 - September 1989
Job Higher Education Advocate | Planned Giving | Scholarships
Industry Higher Education
Experience
SUNY Cortland June 2014 - Present
Merrill Lynch May 2007 - May 2013
Citigroup Global Asset Management/Smith Barney October 1998 - May 2007
Merrill Lynch September 1989 - October 1998
Morgan Stanley Wealth Management March 1984 - September 1989
Skills
Planned Giving, Charitable Gift..., Stewardship, Public Speaking, Research, Strategic Planning, Fundraising, Philanthropy, Event Planning, Volunteer Management, Capital Campaigns, Board Development, Social Entrepreneurship, Alumni Relations, Annual Giving, Microsoft Office, Higher Education, Raiser's Edge, Nonprofits, Community Outreach
Education
Hamilton College
Bachelor of Arts (B.A.), Biology, General
SUNY Cortland June 2014 - Present
Merrill Lynch May 2007 - May 2013
Citigroup Global Asset Management/Smith Barney October 1998 - May 2007
Merrill Lynch September 1989 - October 1998
Morgan Stanley Wealth Management March 1984 - September 1989
Skills
Planned Giving, Charitable Gift..., Stewardship, Public Speaking, Research, Strategic Planning, Fundraising, Philanthropy, Event Planning, Volunteer Management, Capital Campaigns, Board Development, Social Entrepreneurship, Alumni Relations, Annual Giving, Microsoft Office, Higher Education, Raiser's Edge, Nonprofits, Community Outreach
Education
Hamilton College
Bachelor of Arts (B.A.), Biology, General
Lisa Gorodenski's Morgan Stanley Wealth Management Experience July 2013 - October 2014
Job Financial Specialist
Industry Financial Services
Experience
PNC Investments October 2014 - Present
Morgan Stanley Wealth Management July 2013 - October 2014
Education
Grand Valley State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
PNC Investments October 2014 - Present
Morgan Stanley Wealth Management July 2013 - October 2014
Education
Grand Valley State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Kyle Winey's Morgan Stanley Wealth Management Experience May 2012 - August 2012
Job Attorney I Entrepreneur I Writer
Industry Investment Management
Experience
Circuit Court of Loudoun County January 2013 - Present
nuwaverly October 2012 - Present
United States Small Business Administration August 2012 - November 2012
Morgan Stanley Wealth Management May 2012 - August 2012
Town of Leesburg May 2011 - August 2011
Education
George Mason University School of Law 2010 — 2013
Juris Doctor, Corporate and Securities Law
Penn State University 2006 — 2010
Bachelor of Science, Business
Circuit Court of Loudoun County January 2013 - Present
nuwaverly October 2012 - Present
United States Small Business Administration August 2012 - November 2012
Morgan Stanley Wealth Management May 2012 - August 2012
Town of Leesburg May 2011 - August 2011
Education
George Mason University School of Law 2010 — 2013
Juris Doctor, Corporate and Securities Law
Penn State University 2006 — 2010
Bachelor of Science, Business
Henry Goldman's Morgan Stanley Wealth Management Experience January 2008 - May 2011
Job CEO/Chairman
Industry Financial Services
Experience
United Global Management, Inc. January 2004 - Present
Morgan Stanley Wealth Management January 2008 - May 2011
Goldman Sachs June 1998 - April 2003
Skills
Trustee Investments, Private Equity Funding, Real Estate Negotiating, Banking Relationships, Buyouts, Leveraged Lending
Education
Harvard Business School
Master of Business Administration (M.B.A.), International Finance
United Global Management, Inc. January 2004 - Present
Morgan Stanley Wealth Management January 2008 - May 2011
Goldman Sachs June 1998 - April 2003
Skills
Trustee Investments, Private Equity Funding, Real Estate Negotiating, Banking Relationships, Buyouts, Leveraged Lending
Education
Harvard Business School
Master of Business Administration (M.B.A.), International Finance
Jordan Thompson's Morgan Stanley Wealth Management Experience July 2012 - Present
Job Wealth Advisory Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley November 2014 - Present
Morgan Stanley Wealth Management July 2012 - Present
Education
Hampton University 2007 — 2012
BSBA
Morgan Stanley November 2014 - Present
Morgan Stanley Wealth Management July 2012 - Present
Education
Hampton University 2007 — 2012
BSBA
Alexandra Newman Alexandra Newman's Morgan Stanley Wealth Management Experience September 2010 - April 2014
Job Divisional Coordinator at Kenneth Cole Productions
Industry Apparel & Fashion
Experience
Kenneth Cole Productions November 2014 - Present
PVH Corp. April 2014 - November 2014
Morgan Stanley Wealth Management September 2010 - April 2014
Hudson River Park Trust May 2010 - August 2010
the michael alan group May 2009 - August 2009
Mavericks Surf Ventures June 2008 - August 2008
Dream Careers Inc. September 2007 - May 2008
Skills
Administrative..., Appointment Scheduling, Schedules, Phone Etiquette, Coordinating Events, Conference Coordination, Client Correspondence, Email, Coordinating Meetings, Executive Calendar..., Travel Management, Expense Management, Expenses
Education
Gettysburg College 2006 — 2010
Bachelor of Arts, English
Kenneth Cole Productions November 2014 - Present
PVH Corp. April 2014 - November 2014
Morgan Stanley Wealth Management September 2010 - April 2014
Hudson River Park Trust May 2010 - August 2010
the michael alan group May 2009 - August 2009
Mavericks Surf Ventures June 2008 - August 2008
Dream Careers Inc. September 2007 - May 2008
Skills
Administrative..., Appointment Scheduling, Schedules, Phone Etiquette, Coordinating Events, Conference Coordination, Client Correspondence, Email, Coordinating Meetings, Executive Calendar..., Travel Management, Expense Management, Expenses
Education
Gettysburg College 2006 — 2010
Bachelor of Arts, English
Nandi Gunning Hurley, CFA's Morgan Stanley Wealth Management Experience May 2014 - Present
Job Investment Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management May 2014 - Present
Capco May 2010 - June 2013
Reading Partners January 2009 - December 2010
SFG Asset Advisors May 2005 - January 2009
Manning & Napier Advisors December 2002 - December 2004
Skills
Project Management, Due Diligence, Operations Management, Risk Management, Equity Research, Portfolio Management, Auditing, Hedge Funds, Asset Allocation, Asset Management, Wealth Management, Equities
Education
Harvard Business School 1999 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
University of the West Indies, Mona Campus 1992 — 1995
Bachelor of Science (BSc), Management Studies
Morgan Stanley Wealth Management May 2014 - Present
Capco May 2010 - June 2013
Reading Partners January 2009 - December 2010
SFG Asset Advisors May 2005 - January 2009
Manning & Napier Advisors December 2002 - December 2004
Skills
Project Management, Due Diligence, Operations Management, Risk Management, Equity Research, Portfolio Management, Auditing, Hedge Funds, Asset Allocation, Asset Management, Wealth Management, Equities
Education
Harvard Business School 1999 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
University of the West Indies, Mona Campus 1992 — 1995
Bachelor of Science (BSc), Management Studies
Odetta Talford Odetta Talford's Morgan Stanley Wealth Management Experience May 2010 - September 2010
Job Safety Coordinator at Carter's | OshKosh B'gosh
Industry Financial Services
Experience
Carter's OshKosh B'gosh May 2014 - Present
Carter's Distribution Center September 2013 - March 2014
Passport Magazine June 2013 - September 2013
Georgia United Credit Union January 2013 - April 2013
UPS August 2008 - August 2011
Morgan Stanley Wealth Management May 2010 - September 2010
The Alcove Shelter January 2010 - April 2010
Liberty Tax Service January 2006 - April 2010
UPS June 2006 - July 2008
Dye Sheet Metal October 2006 - December 2006
Skills
PowerPoint, Customer Service, Teamwork, Windows, Microsoft Word, Microsoft Excel, QuickBooks, Morningstar, NextGen, Accounting, Leadership, Management, Supervision
Education
The University of Georgia 2008 — 2013
Bachelor of Science, Family and Consumer Science
Gwinnett Technical College 2003 — 2005
Associate Applied Technology, Accounting
York Technical College 1997 — 1999
Associate of Science (A.S.), Engineering Technology
Carter's OshKosh B'gosh May 2014 - Present
Carter's Distribution Center September 2013 - March 2014
Passport Magazine June 2013 - September 2013
Georgia United Credit Union January 2013 - April 2013
UPS August 2008 - August 2011
Morgan Stanley Wealth Management May 2010 - September 2010
The Alcove Shelter January 2010 - April 2010
Liberty Tax Service January 2006 - April 2010
UPS June 2006 - July 2008
Dye Sheet Metal October 2006 - December 2006
Skills
PowerPoint, Customer Service, Teamwork, Windows, Microsoft Word, Microsoft Excel, QuickBooks, Morningstar, NextGen, Accounting, Leadership, Management, Supervision
Education
The University of Georgia 2008 — 2013
Bachelor of Science, Family and Consumer Science
Gwinnett Technical College 2003 — 2005
Associate Applied Technology, Accounting
York Technical College 1997 — 1999
Associate of Science (A.S.), Engineering Technology
Griffin Boiter Griffin Boiter's Morgan Stanley Wealth Management Experience July 2009 - August 2009
Job Account Executive at Toshiba Business Solutions
Industry Business Supplies and Equipment
Experience
Toshiba Business Solutions November 2014 - Present
Charlotte Knights May 2014 - October 2014
Connecticut School of Broadcasting November 2013 - April 2014
Menlo Worldwide May 2013 - September 2013
Continental December 2012 - April 2013
Innovative Partners LLC June 2012 - December 2012
Total Quality Logistics October 2011 - April 2012
Select Management Resources, LLC January 2011 - April 2011
Sports Authority June 2010 - August 2010
Morgan Stanley Wealth Management July 2009 - August 2009
Skills
Logistics, Supply Chain Management, Sales, Building Relationships, 3PL, Transportation..., Business Strategy, Eagle Scout, Interpersonal..., Public Speaking, Sourcing, Client Rapport, Freight Transportation, Supply Chain..., Radio Broadcasting, Sports Media, Sports Radio, Sports Play-by-play, Data Analysis, Public Relations, Situational Leadership, Team-oriented, Proactive self-starter, Tender Development, Cold Calling, Transportation Software, Building Business..., Sports Writing, Analysis, Video Editing, Sports, Video Production, Instant Replay, Sports History, Live Broadcast
Education
Hampden-Sydney College 2006 — 2011
Bachelor of Arts, Economics and Commerce
Longwood University 2009 — 2009
Upper-level Spanish
Toshiba Business Solutions November 2014 - Present
Charlotte Knights May 2014 - October 2014
Connecticut School of Broadcasting November 2013 - April 2014
Menlo Worldwide May 2013 - September 2013
Continental December 2012 - April 2013
Innovative Partners LLC June 2012 - December 2012
Total Quality Logistics October 2011 - April 2012
Select Management Resources, LLC January 2011 - April 2011
Sports Authority June 2010 - August 2010
Morgan Stanley Wealth Management July 2009 - August 2009
Skills
Logistics, Supply Chain Management, Sales, Building Relationships, 3PL, Transportation..., Business Strategy, Eagle Scout, Interpersonal..., Public Speaking, Sourcing, Client Rapport, Freight Transportation, Supply Chain..., Radio Broadcasting, Sports Media, Sports Radio, Sports Play-by-play, Data Analysis, Public Relations, Situational Leadership, Team-oriented, Proactive self-starter, Tender Development, Cold Calling, Transportation Software, Building Business..., Sports Writing, Analysis, Video Editing, Sports, Video Production, Instant Replay, Sports History, Live Broadcast
Education
Hampden-Sydney College 2006 — 2011
Bachelor of Arts, Economics and Commerce
Longwood University 2009 — 2009
Upper-level Spanish
Elizabeth Skae Elizabeth Skae's Morgan Stanley Wealth Management Experience May 2013 - August 2013
Job Community Management & Content Creation at Protagonist LLC
Industry
Experience
Protagonist LLC August 2015 - Present
We Are Social April 2015 - August 2015
Morgan Stanley Wealth Management May 2013 - August 2013
Skills
Microsoft Excel, Data Analysis, Social Media Marketing, Social Media, Web Content Creation, Budgeting, Proficient Typing Skills, Copywriting, Analytical Skills, Microsoft Office, Blogger, PowerPoint, Market Research, Spanish, Analysis, Statistics, Microsoft Word, Teamwork, Time Management, Fundraising, Leadership, Google Analytics, Branding & Identity, Brand Awareness, Brand Management, Brand Development, Content Management, Content Strategy, Web Content Management
Education
Franklin & Marshall College 2010 — 2014
Bachelor of Arts (B.A.), Anthropology/Classics
New Canaan High School 2007 — 2008
Protagonist LLC August 2015 - Present
We Are Social April 2015 - August 2015
Morgan Stanley Wealth Management May 2013 - August 2013
Skills
Microsoft Excel, Data Analysis, Social Media Marketing, Social Media, Web Content Creation, Budgeting, Proficient Typing Skills, Copywriting, Analytical Skills, Microsoft Office, Blogger, PowerPoint, Market Research, Spanish, Analysis, Statistics, Microsoft Word, Teamwork, Time Management, Fundraising, Leadership, Google Analytics, Branding & Identity, Brand Awareness, Brand Management, Brand Development, Content Management, Content Strategy, Web Content Management
Education
Franklin & Marshall College 2010 — 2014
Bachelor of Arts (B.A.), Anthropology/Classics
New Canaan High School 2007 — 2008
Ben Chmura's Morgan Stanley Wealth Management Experience April 2013 - September 2013
Job Account Manager at Oxford Global Resources
Industry Financial Services
Experience
Oxford Global Resources April 2015 - Present
Willowdale Estate March 2013 - March 2015
Family Estate Planning Law Group March 2014 - November 2014
Gordon College October 2011 - May 2014
Gordon College August 2010 - May 2014
Willowdale Estate August 2012 - February 2014
Morgan Stanley Wealth Management April 2013 - September 2013
Skills
Management, Passion for Helping..., Public Speaking, Microsoft Word, Highly personable, Leadership, Microsoft Excel, Microsoft Office, Project Management, ERP, Account Management, SAP, PeopleSoft, Oracle
Education
Gordon College 2010 — 2014
Oxford Global Resources April 2015 - Present
Willowdale Estate March 2013 - March 2015
Family Estate Planning Law Group March 2014 - November 2014
Gordon College October 2011 - May 2014
Gordon College August 2010 - May 2014
Willowdale Estate August 2012 - February 2014
Morgan Stanley Wealth Management April 2013 - September 2013
Skills
Management, Passion for Helping..., Public Speaking, Microsoft Word, Highly personable, Leadership, Microsoft Excel, Microsoft Office, Project Management, ERP, Account Management, SAP, PeopleSoft, Oracle
Education
Gordon College 2010 — 2014
Ed Lindgren Ed Lindgren's Morgan Stanley Wealth Management Experience 2011 - 2013
Job
Industry Human Resources
Experience
Delta Air Lines 2014 - Present
Morgan Stanley Wealth Management 2011 - 2013
IBM 2009 - 2010
Korn/Ferry FutureStep 2008 - 2008
IBM 2007 - 2008
Korn/Ferry Futurestep 2006 - 2007
SunTrust 2004 - 2006
Accenture 2003 - 2004
TSA 2002 - 2002
Capital One 1999 - 2001
Skills
Talent Acquisition, Executive Search, Human Resources, Training, Talent Management, Applicant Tracking..., Technical Recruiting, Sourcing, Internet Recruiting, Recruiting, Onboarding, Training Delivery, HRIS, Contract Recruitment, HR Consulting, Screening, Interviews, Employee Relations, Screening Resumes, Personnel Management, Performance Management, Coaching, College Recruiting, Employee Training, Vendor Management, Management Consulting, Change Management, Employee Benefits, Staffing Services, Deferred Compensation, Career Development, HR Policies, Hiring, Recruitment Advertising
Education
Georgia Institute of Technology
Bachelor of Science (BS)
Delta Air Lines 2014 - Present
Morgan Stanley Wealth Management 2011 - 2013
IBM 2009 - 2010
Korn/Ferry FutureStep 2008 - 2008
IBM 2007 - 2008
Korn/Ferry Futurestep 2006 - 2007
SunTrust 2004 - 2006
Accenture 2003 - 2004
TSA 2002 - 2002
Capital One 1999 - 2001
Skills
Talent Acquisition, Executive Search, Human Resources, Training, Talent Management, Applicant Tracking..., Technical Recruiting, Sourcing, Internet Recruiting, Recruiting, Onboarding, Training Delivery, HRIS, Contract Recruitment, HR Consulting, Screening, Interviews, Employee Relations, Screening Resumes, Personnel Management, Performance Management, Coaching, College Recruiting, Employee Training, Vendor Management, Management Consulting, Change Management, Employee Benefits, Staffing Services, Deferred Compensation, Career Development, HR Policies, Hiring, Recruitment Advertising
Education
Georgia Institute of Technology
Bachelor of Science (BS)
Andrea E. Lazlo's Morgan Stanley Wealth Management Experience September 2011 - Present
Job Assistant Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2011 - Present
Various Privately Held Corporations April 2010 - September 2011
Eight Capital Management July 2009 - April 2010
J.P. Morgan Chase & Co. (formerly Bear Stearns) August 2006 - March 2009
Sobha D. Gavani, MD 2005 - 2007
A.T. White Realty 2004 - 2005
Merrill Lynch Travel & Executive Services (Carlson Companies) June 1992 - January 2002
Skills
Leadership, Risk Management, Strategy, Management, Change Management, Hedge Funds, Business Process..., CRM, Operations Management, Human Resources, Analysis, Employee Relations, Project Management, Performance Improvement, Training, Travel Management, Executive Management, Marketing, Onboarding, Performance Management, Program Management, Budgets, Business Strategy, Project Planning, Employee Benefits, Interviews, Personnel Management, Coaching, Business Travel
Education
Iona College 2004 — 2006
MBA
Iona College 2002 — 2004
BBA
Harvard University Kennedy School of Government
Executive Education Certificate
Investment Banking Institute
Certificate
St. Clare's School
St. Clare's School
St. Clare's School
St. Clare's School
Morgan Stanley Wealth Management September 2011 - Present
Various Privately Held Corporations April 2010 - September 2011
Eight Capital Management July 2009 - April 2010
J.P. Morgan Chase & Co. (formerly Bear Stearns) August 2006 - March 2009
Sobha D. Gavani, MD 2005 - 2007
A.T. White Realty 2004 - 2005
Merrill Lynch Travel & Executive Services (Carlson Companies) June 1992 - January 2002
Skills
Leadership, Risk Management, Strategy, Management, Change Management, Hedge Funds, Business Process..., CRM, Operations Management, Human Resources, Analysis, Employee Relations, Project Management, Performance Improvement, Training, Travel Management, Executive Management, Marketing, Onboarding, Performance Management, Program Management, Budgets, Business Strategy, Project Planning, Employee Benefits, Interviews, Personnel Management, Coaching, Business Travel
Education
Iona College 2004 — 2006
MBA
Iona College 2002 — 2004
BBA
Harvard University Kennedy School of Government
Executive Education Certificate
Investment Banking Institute
Certificate
St. Clare's School
St. Clare's School
St. Clare's School
St. Clare's School
Donna Dudek Donna Dudek's Morgan Stanley Wealth Management Experience August 2012 - Present
Job Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2012 - Present
Morgan Stanley Smith Barney September 2010 - August 2012
Smith Barney 2005 - 2008
Smith Barney August 1994 - May 2005
Skills
Performance Management, Personnel Management, Profit/Loss..., Headcount Management, Compliance, Securities Regulation, Communication, Coaching, Leadership, Management, Risk Management, Series 7, Series 65, Alternative Investments, FINRA, Financial Services, Investment Advisory
Education
Gonzaga University 2013 — 2014
Master's degree, Communication and Leadership
Morgan Stanley Wealth Management August 2012 - Present
Morgan Stanley Smith Barney September 2010 - August 2012
Smith Barney 2005 - 2008
Smith Barney August 1994 - May 2005
Skills
Performance Management, Personnel Management, Profit/Loss..., Headcount Management, Compliance, Securities Regulation, Communication, Coaching, Leadership, Management, Risk Management, Series 7, Series 65, Alternative Investments, FINRA, Financial Services, Investment Advisory
Education
Gonzaga University 2013 — 2014
Master's degree, Communication and Leadership
Richard Lunsford CFP®, ChFC, CLU, CWS® Richard Lunsford CFP®, ChFC, CLU, CWS®'s Morgan Stanley Wealth Management Experience January 2002 - January 2004
Job Regional Consultant at USAA
Industry Financial Services
Experience
USAA February 2012 - Present
USAA March 2005 - February 2012
Morgan Stanley Wealth Management January 2002 - January 2004
Skills
Business Strategy, Business Development, Certified Financial..., Personal Financial..., Wholesale, Coaching, Product Management, Strategic Partnerships, Licensed Life & Health..., Series 7, CLU, ChFC, CFP, Series 66, Strategic Financial..., Financial Advisory, Financial Planners, Series 65, Series 63, Retirement Planning, Retirement, Financial Services, Fixed Annuities, Asset Allocation, Wealth Management, Retirement Plan..., High Net Worth..., Relationship Management, Financial Planning, Life Insurance, Uniform Combined State...
Education
Furman University 1991 — 1995
Bachelor of Arts (B.A.), Business Administration and Management, General
USAA February 2012 - Present
USAA March 2005 - February 2012
Morgan Stanley Wealth Management January 2002 - January 2004
Skills
Business Strategy, Business Development, Certified Financial..., Personal Financial..., Wholesale, Coaching, Product Management, Strategic Partnerships, Licensed Life & Health..., Series 7, CLU, ChFC, CFP, Series 66, Strategic Financial..., Financial Advisory, Financial Planners, Series 65, Series 63, Retirement Planning, Retirement, Financial Services, Fixed Annuities, Asset Allocation, Wealth Management, Retirement Plan..., High Net Worth..., Relationship Management, Financial Planning, Life Insurance, Uniform Combined State...
Education
Furman University 1991 — 1995
Bachelor of Arts (B.A.), Business Administration and Management, General
Ellen Wetherill Ellen Wetherill's Morgan Stanley Wealth Management Experience May 2013 - Present
Job Wealth Management Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley Wealth Management May 2013 - Present
Fidelity Investments May 2012 - August 2012
Education
Georgetown University 2010 — 2014
Economics
Barrington High School 2006 — 2010
Morgan Stanley June 2014 - Present
Morgan Stanley Wealth Management May 2013 - Present
Fidelity Investments May 2012 - August 2012
Education
Georgetown University 2010 — 2014
Economics
Barrington High School 2006 — 2010
Nicholas Moseley's Morgan Stanley Wealth Management Experience June 2010 - Present
Job Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2010 - Present
TA Associate Realty June 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML
Education
Harvard University 2006 — 2010
Bachelor's degree
Morgan Stanley Wealth Management June 2010 - Present
TA Associate Realty June 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML
Education
Harvard University 2006 — 2010
Bachelor's degree
B. Todd Threlfall's Morgan Stanley Wealth Management Experience February 2013 - June 2014
Job Business Development Manager at Wine First International
Industry Wine and Spirits
Experience
Wine First International May 2015 - Present
Round Pond Estate July 2014 - March 2015
Morgan Stanley Wealth Management February 2013 - June 2014
Morgan Stanley Wealth Management October 2011 - June 2014
Morgan Stanley March 2011 - October 2011
Ayala's Herbal Water July 2010 - December 2010
Philadelphia Union December 2009 - January 2010
Giorgio Foods Inc. June 2009 - September 2009
Invincible Pictures June 2009 - September 2009
Skills
Fixed Income, Capital Markets, Trading, Securities, Derivatives, Structured Products, Finance, Bloomberg Terminal, Commodity, Bonds, Bloomberg, Financial Advisory, Financial Services, Middle Office, Trading Systems, Portfolio Management
Education
Franklin & Marshall College 2006 — 2010
Bachelor of Arts, Government and German Language
The Hill School 2002 — 2006
Wine First International May 2015 - Present
Round Pond Estate July 2014 - March 2015
Morgan Stanley Wealth Management February 2013 - June 2014
Morgan Stanley Wealth Management October 2011 - June 2014
Morgan Stanley March 2011 - October 2011
Ayala's Herbal Water July 2010 - December 2010
Philadelphia Union December 2009 - January 2010
Giorgio Foods Inc. June 2009 - September 2009
Invincible Pictures June 2009 - September 2009
Skills
Fixed Income, Capital Markets, Trading, Securities, Derivatives, Structured Products, Finance, Bloomberg Terminal, Commodity, Bonds, Bloomberg, Financial Advisory, Financial Services, Middle Office, Trading Systems, Portfolio Management
Education
Franklin & Marshall College 2006 — 2010
Bachelor of Arts, Government and German Language
The Hill School 2002 — 2006
Kevin Crosby Kevin Crosby's Morgan Stanley Wealth Management Experience February 2011 - September 2013
Job Global Markets Client Managment Unit at Société Générale
Industry Financial Services
Experience
Société Générale December 2013 - Present
Morgan Stanley Wealth Management February 2011 - September 2013
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Investments, Series 7, Accounting, Sales, Wealth Management, Strategic Financial..., Financial Analysis, Equities, Customer Service, Portfolio Management, Retirement Planning, Mutual Funds
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2012
Master's of Science, Finance
Georgia Institute of Technology 2006 — 2010
Bachelor of Science, Business
Société Générale December 2013 - Present
Morgan Stanley Wealth Management February 2011 - September 2013
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Investments, Series 7, Accounting, Sales, Wealth Management, Strategic Financial..., Financial Analysis, Equities, Customer Service, Portfolio Management, Retirement Planning, Mutual Funds
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2012
Master's of Science, Finance
Georgia Institute of Technology 2006 — 2010
Bachelor of Science, Business
Beau Wilson Beau Wilson's Morgan Stanley Wealth Management Experience July 2009 - Present
Job Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management July 2009 - Present
Little Keswick Foundation for Special Education 2007 - Present
Overseas Schools Advisory Council, State Department June 2000 - Present
Kenan Institute Asia February 1996 - Present
Citi Smith Barney February 2002 - June 2009
Citibank, New York February 1998 - January 2002
Citibank, South Korea August 1996 - January 1998
Citibank, Bangkok for Indochina November 1989 - July 1996
Citibank, Singapore for Southeast Asia November 1987 - October 1989
Citibank, South Korea September 1985 - October 1987
Skills
Investments, Banking, Insurance, Trading, Series 7, Alternative Investments
Education
Georgia State University 1978 — 1979
University of Virginia 1977 — 1977
The University of Georgia 1972 — 1976
B.A.
Episcopal High School 1968 — 1972
Diploma
Belfield School 1959 — 1968
Morgan Stanley Wealth Management July 2009 - Present
Little Keswick Foundation for Special Education 2007 - Present
Overseas Schools Advisory Council, State Department June 2000 - Present
Kenan Institute Asia February 1996 - Present
Citi Smith Barney February 2002 - June 2009
Citibank, New York February 1998 - January 2002
Citibank, South Korea August 1996 - January 1998
Citibank, Bangkok for Indochina November 1989 - July 1996
Citibank, Singapore for Southeast Asia November 1987 - October 1989
Citibank, South Korea September 1985 - October 1987
Skills
Investments, Banking, Insurance, Trading, Series 7, Alternative Investments
Education
Georgia State University 1978 — 1979
University of Virginia 1977 — 1977
The University of Georgia 1972 — 1976
B.A.
Episcopal High School 1968 — 1972
Diploma
Belfield School 1959 — 1968
David Hixon's Morgan Stanley Wealth Management Experience May 2013 - Present
Job Financial Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2013 - Present
Bankers Life and Casualty August 2012 - March 2013
Morgan Stanley Smith Barney April 2000 - August 2012
Skills
Series 7, Wealth Management, Series 63, Financial Analysis, Mutual Funds, Securities, Asset Allocation, Uniform Combined State..., Asset Managment, Investments, Portfolio Management, Investment Strategies, Equities, Series 65, Financial Modeling, Long-term Care, Medicare, Life Insurance, Annuity Sales, Series 9 & 10, IRAs, Asset Management
Education
George Mason University
Morgan Stanley Wealth Management May 2013 - Present
Bankers Life and Casualty August 2012 - March 2013
Morgan Stanley Smith Barney April 2000 - August 2012
Skills
Series 7, Wealth Management, Series 63, Financial Analysis, Mutual Funds, Securities, Asset Allocation, Uniform Combined State..., Asset Managment, Investments, Portfolio Management, Investment Strategies, Equities, Series 65, Financial Modeling, Long-term Care, Medicare, Life Insurance, Annuity Sales, Series 9 & 10, IRAs, Asset Management
Education
George Mason University
Andrew Leaf Andrew Leaf's Morgan Stanley Wealth Management Experience June 2012 - July 2012
Job Investment Banking Analyst at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank July 2015 - Present
Georgetown University Student Investment Fund (GUSIF) December 2013 - December 2014
Deutsche Bank June 2014 - August 2014
Georgetown University Student Investment Fund (GUSIF) January 2013 - December 2013
Morgan Stanley Wealth Management June 2012 - July 2012
Skills
Finance, Accounting
Education
Georgetown University 2011 — 2015
Highland Park High School 2007 — 2011
Deutsche Bank July 2015 - Present
Georgetown University Student Investment Fund (GUSIF) December 2013 - December 2014
Deutsche Bank June 2014 - August 2014
Georgetown University Student Investment Fund (GUSIF) January 2013 - December 2013
Morgan Stanley Wealth Management June 2012 - July 2012
Skills
Finance, Accounting
Education
Georgetown University 2011 — 2015
Highland Park High School 2007 — 2011
Steven Sheffield's Morgan Stanley Wealth Management Experience October 2009 - Present
Job Senior CIS Operations Specialist at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management October 2009 - Present
Utah Cyclocross Series October 2004 - Present
Morgan Stanley September 2003 - October 2009
Morgan Stanley April 1999 - September 2003
A Bicycle Odyssey April 1994 - December 2001
Vetta USA Limited April 1997 - September 1998
Winterland Productions November 1989 - April 1997
The Santa Cruz Operation 1988 - 1989
Skills
Equities, Securities, Analysis, Mutual Funds, Series 7, Fixed Income, Options, Program Management, Business Process..., Trading, Series 63, Investments, FINRA, Wealth Management
Education
Golden Gate University 1993 — 1998
Political Science
University of California, Santa Cruz 1984 — 1988
Politics
International School of Brussels 1983 — 1984
High School, College Preparatory
Morgan Stanley Wealth Management October 2009 - Present
Utah Cyclocross Series October 2004 - Present
Morgan Stanley September 2003 - October 2009
Morgan Stanley April 1999 - September 2003
A Bicycle Odyssey April 1994 - December 2001
Vetta USA Limited April 1997 - September 1998
Winterland Productions November 1989 - April 1997
The Santa Cruz Operation 1988 - 1989
Skills
Equities, Securities, Analysis, Mutual Funds, Series 7, Fixed Income, Options, Program Management, Business Process..., Trading, Series 63, Investments, FINRA, Wealth Management
Education
Golden Gate University 1993 — 1998
Political Science
University of California, Santa Cruz 1984 — 1988
Politics
International School of Brussels 1983 — 1984
High School, College Preparatory
Alison Nest's Morgan Stanley Wealth Management Experience May 2015 - Present
Job Executive Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2015 - Present
Morgan Stanley Wealth Management January 2013 - April 2015
Morgan Stanley Smith Barney 2009 - 2012
Citi 2007 - 2009
Citi 2004 - 2007
Skills
Series 7, Series 24
Education
Georgetown University - The McDonough School of Business 2000 — 2004
Bachelor of Science (B.S.), Cum Laude; Finance & Accounting
Morgan Stanley Wealth Management May 2015 - Present
Morgan Stanley Wealth Management January 2013 - April 2015
Morgan Stanley Smith Barney 2009 - 2012
Citi 2007 - 2009
Citi 2004 - 2007
Skills
Series 7, Series 24
Education
Georgetown University - The McDonough School of Business 2000 — 2004
Bachelor of Science (B.S.), Cum Laude; Finance & Accounting
Edward Q. McCarthy, JD / MBA's Morgan Stanley Wealth Management Experience November 2011 - Present
Job First Vice President
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2011 - Present
UBS January 2001 - November 2011
Parkside Senior Services LLC 1995 - 2000
Various 1980 - 1995
Skills
Wealth Management, Financial Planning, Investments, Structured Products, Insurance
Education
Georgetown University
B.A., ECONOMICS
Northwestern University - Kellogg School of Management
MBA, FINANCE, MARKETING
The John Marshall Law School
J.D.
Morgan Stanley Wealth Management November 2011 - Present
UBS January 2001 - November 2011
Parkside Senior Services LLC 1995 - 2000
Various 1980 - 1995
Skills
Wealth Management, Financial Planning, Investments, Structured Products, Insurance
Education
Georgetown University
B.A., ECONOMICS
Northwestern University - Kellogg School of Management
MBA, FINANCE, MARKETING
The John Marshall Law School
J.D.
Matthew Tsiang's Morgan Stanley Wealth Management Experience June 2009 - August 2010
Job Senior Product Manager at Amazon
Industry Internet
Experience
Amazon August 2014 - Present
HowAboutWe June 2013 - August 2013
Luke's Lobster April 2012 - August 2012
InVenture.org January 2012 - April 2012
Focus Financial Partners August 2010 - October 2011
Morgan Stanley Wealth Management June 2009 - August 2010
Citi May 2005 - June 2009
Skills
Financial Modeling, IT Strategy, Integration, Business Strategy, Business Development, Portfolio Management, Financial Services, Strategy, Due Diligence, Mergers & Acquisitions, Venture Capital, Private Equity, Investments
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Georgetown University 2000 — 2004
Bachelor of Science (B.S.), Foreign Service
Amazon August 2014 - Present
HowAboutWe June 2013 - August 2013
Luke's Lobster April 2012 - August 2012
InVenture.org January 2012 - April 2012
Focus Financial Partners August 2010 - October 2011
Morgan Stanley Wealth Management June 2009 - August 2010
Citi May 2005 - June 2009
Skills
Financial Modeling, IT Strategy, Integration, Business Strategy, Business Development, Portfolio Management, Financial Services, Strategy, Due Diligence, Mergers & Acquisitions, Venture Capital, Private Equity, Investments
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Georgetown University 2000 — 2004
Bachelor of Science (B.S.), Foreign Service
Andwele Lewis's Morgan Stanley Wealth Management Experience July 2012 - Present
Job Executive Director , Private Bank Head of Mortgage Product Development at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2012 - Present
Morgan Stanley Wealth Management May 2011 - July 2012
Morgan Stanley June 2009 - April 2011
Morgan Stanley April 2007 - May 2009
Morgan Stanley July 2004 - April 2007
McKinsey & Company July 1998 - August 2001
Skills
Investment Banking, Management Consulting, Business Modeling, Business Strategy, Financial Analysis
Education
Harvard Business School 2001 — 2003
Master of Business Administration (M.B.A.)
Harvard University 1994 — 1998
AB, Computer Science
Morgan Stanley Wealth Management July 2012 - Present
Morgan Stanley Wealth Management May 2011 - July 2012
Morgan Stanley June 2009 - April 2011
Morgan Stanley April 2007 - May 2009
Morgan Stanley July 2004 - April 2007
McKinsey & Company July 1998 - August 2001
Skills
Investment Banking, Management Consulting, Business Modeling, Business Strategy, Financial Analysis
Education
Harvard Business School 2001 — 2003
Master of Business Administration (M.B.A.)
Harvard University 1994 — 1998
AB, Computer Science
Wendy Grossman's Morgan Stanley Wealth Management Experience March 2005 - March 2006
Job Science Teacher at Beacon Academy Chicago
Industry Primary/Secondary Education
Experience
Beacon Academy Chicago July 2015 - Present
The Latin School of Chicago September 2014 - December 2014
i2 Camp June 2014 - August 2014
Francis W. Parker School August 2013 - August 2014
The Boys' Latin School of Maryland September 2006 - May 2013
Johns Hopkins University, Center for Talented Youth July 2012 - August 2012
Morgan Stanley Wealth Management March 2005 - March 2006
The Reisterstown Lumber Company June 2003 - March 2005
Skills
Curriculum Development, Curriculum Design, Social Networking, Classroom, Tutoring, Differentiated..., Literacy, Educational Leadership, K-12, Educational Technology, Curriculum Mapping, Instructional Technology, Teaching, Technology Integration, Program Development, Biology, Environmental Science, Ecology, Marine Biology, Higher Education, Public Speaking, Secondary Education, Student Affairs, Science, Science Education
Education
The Johns Hopkins University 2006 — 2007
Masters, Environmental Science
Gettysburg College 1999 — 2003
BA, Environmental Science
Roland Park Country School 1995 — 1999
Highschool
Beacon Academy Chicago July 2015 - Present
The Latin School of Chicago September 2014 - December 2014
i2 Camp June 2014 - August 2014
Francis W. Parker School August 2013 - August 2014
The Boys' Latin School of Maryland September 2006 - May 2013
Johns Hopkins University, Center for Talented Youth July 2012 - August 2012
Morgan Stanley Wealth Management March 2005 - March 2006
The Reisterstown Lumber Company June 2003 - March 2005
Skills
Curriculum Development, Curriculum Design, Social Networking, Classroom, Tutoring, Differentiated..., Literacy, Educational Leadership, K-12, Educational Technology, Curriculum Mapping, Instructional Technology, Teaching, Technology Integration, Program Development, Biology, Environmental Science, Ecology, Marine Biology, Higher Education, Public Speaking, Secondary Education, Student Affairs, Science, Science Education
Education
The Johns Hopkins University 2006 — 2007
Masters, Environmental Science
Gettysburg College 1999 — 2003
BA, Environmental Science
Roland Park Country School 1995 — 1999
Highschool
Clark Hatch's Morgan Stanley Wealth Management Experience June 2010 - May 2013
Job Seeking a New Opportunity
Industry Capital Markets
Experience
UBS Financial Services June 2013 - August 2015
Morgan Stanley Wealth Management June 2010 - May 2013
UBS Financial Services May 2009 - June 2010
Drexel Hamilton, LLC June 2008 - August 2008
Goldman Sachs September 2001 - June 2007
Skills
Series 7, Equities, Fixed Income, Finance, Investments, Trading, Financial Analysis, Capital Markets, Securities, Financial Modeling, Alternative Investments, Options Strategies, FINRA, Series 65, Bloomberg Terminal, Equity Valuation, Equity Research, Equity Trading, Prime Brokerage, Financial Markets, Options, Fund Of Funds, Equity Derivatives, Strategic Financial..., Structured Products, FX Options, Electronic Trading, Risk Management, Uniform Combined State..., Series 63, Derivatives, Series 24, Retirement Planning, Banking, Hedging, Emerging Markets, Trading Systems, Corporate Finance, Private Equity, Asset Management, Hedge Funds
Education
Georgetown University - The McDonough School of Business 2007 — 2009
MBA, Finance
Hamilton College 1997 — 2001
BA, Economics
Morristown-Beard School 1992 — 1997
High School
UBS Financial Services June 2013 - August 2015
Morgan Stanley Wealth Management June 2010 - May 2013
UBS Financial Services May 2009 - June 2010
Drexel Hamilton, LLC June 2008 - August 2008
Goldman Sachs September 2001 - June 2007
Skills
Series 7, Equities, Fixed Income, Finance, Investments, Trading, Financial Analysis, Capital Markets, Securities, Financial Modeling, Alternative Investments, Options Strategies, FINRA, Series 65, Bloomberg Terminal, Equity Valuation, Equity Research, Equity Trading, Prime Brokerage, Financial Markets, Options, Fund Of Funds, Equity Derivatives, Strategic Financial..., Structured Products, FX Options, Electronic Trading, Risk Management, Uniform Combined State..., Series 63, Derivatives, Series 24, Retirement Planning, Banking, Hedging, Emerging Markets, Trading Systems, Corporate Finance, Private Equity, Asset Management, Hedge Funds
Education
Georgetown University - The McDonough School of Business 2007 — 2009
MBA, Finance
Hamilton College 1997 — 2001
BA, Economics
Morristown-Beard School 1992 — 1997
High School
Rosa Camacho-Rivera's Morgan Stanley Wealth Management Experience June 2013 - Present
Job Senior Registered Sales Assistant
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2013 - Present
RBC August 2011 - May 2013
Standard Chartered Bank August 2009 - August 2011
Advantage Human Resourcing October 2005 - July 2010
Multex 2000 - 2002
Skills
Bloomberg Terminal, Microsoft Office 2007, Finra Series 7, Fixed Income, Hedge Funds, Bloomberg, Access, Securities, Microsoft Excel, Banking, Human Resources, Financial Services, Bonds, Portfolio Management, Equities, Mutual Funds, Investments, Capital Markets, Wealth Management, Trading, Back Office, Investment Advisory, Employee Benefits, Emerging Markets, Relationship Management
Education
Gibbs College 1992 — 1994
Associates Degree, Hotel and Restaurant Management
Newtown High School 1990 — 1992
High School Diploma
Morgan Stanley Wealth Management June 2013 - Present
RBC August 2011 - May 2013
Standard Chartered Bank August 2009 - August 2011
Advantage Human Resourcing October 2005 - July 2010
Multex 2000 - 2002
Skills
Bloomberg Terminal, Microsoft Office 2007, Finra Series 7, Fixed Income, Hedge Funds, Bloomberg, Access, Securities, Microsoft Excel, Banking, Human Resources, Financial Services, Bonds, Portfolio Management, Equities, Mutual Funds, Investments, Capital Markets, Wealth Management, Trading, Back Office, Investment Advisory, Employee Benefits, Emerging Markets, Relationship Management
Education
Gibbs College 1992 — 1994
Associates Degree, Hotel and Restaurant Management
Newtown High School 1990 — 1992
High School Diploma
Andrew J. Lishnoff's Morgan Stanley Wealth Management Experience November 2008 - August 2011
Job Vice President, Executive Assistant to Robert Koenigsberger, Founder, Managing Partner and Chief Investment Officer
Industry Financial Services
Experience
Gramercy Funds Management LLC ("Gramercy") September 2015 - Present
Magnetar Capital October 2014 - May 2015
Deutsche Bank November 2013 - October 2014
UBS Investment Bank March 2013 - October 2013
Merrill Lynch August 2011 - April 2012
Morgan Stanley Wealth Management November 2008 - August 2011
UBS June 2007 - November 2008
Skills
Series 7, Asset Management, Wealth Management, Retirement Planning, Alternative Investments, Financial Services, Investments, Asset Allocation, Hedge Funds, Series 63, Bloomberg, Customer Service, Portfolio Management, Mutual Funds, Finance, Equities, Fixed Income, Capital Markets, Management, Securities, Microsoft Office, Microsoft Excel, PowerPoint, Human Resources, Event Planning, Microsoft Word
Education
Franklin Pierce College 1993 — 1999
Bachelor's degree, Criminal Justice/Law Enforcement Administration
Wilton High School 1990 — 1993
High school Diploma
Gramercy Funds Management LLC ("Gramercy") September 2015 - Present
Magnetar Capital October 2014 - May 2015
Deutsche Bank November 2013 - October 2014
UBS Investment Bank March 2013 - October 2013
Merrill Lynch August 2011 - April 2012
Morgan Stanley Wealth Management November 2008 - August 2011
UBS June 2007 - November 2008
Skills
Series 7, Asset Management, Wealth Management, Retirement Planning, Alternative Investments, Financial Services, Investments, Asset Allocation, Hedge Funds, Series 63, Bloomberg, Customer Service, Portfolio Management, Mutual Funds, Finance, Equities, Fixed Income, Capital Markets, Management, Securities, Microsoft Office, Microsoft Excel, PowerPoint, Human Resources, Event Planning, Microsoft Word
Education
Franklin Pierce College 1993 — 1999
Bachelor's degree, Criminal Justice/Law Enforcement Administration
Wilton High School 1990 — 1993
High school Diploma
Alexander Reish's Morgan Stanley Wealth Management Experience September 2006 - December 2007
Job Policy Advocate and Government Relations
Industry Government Administration
Experience
Neighbors-helping-Neighbors USA, Inc. July 2013 - Present
The Rendon Group November 2009 - March 2013
International Monetary Fund August 2008 - September 2009
CounterPoint Strategies March 2007 - June 2008
Morgan Stanley Wealth Management September 2006 - December 2007
ACCENT International May 2003 - August 2003
Skills
Strategic Communications, Media Relations, Social Media, Event Management, Event Planning, French, English, Sub-Saharan Africa, Africa, German, Strategic Planning, Research, Human Resources, Politics, Political Science, Political Communication, Corporate Image..., Image Manipulation, Image Masking, Fundraising, Economic Research, International Political..., Political Economy, Social Media Marketing, European Union, Europe, European politics, European Integration, European Studies, Russian History, Russian politics, French literature, English to French, Haitian Creole, Tutoring
Education
Georgetown University 2009 — 2011
MA, Social and Public Policy
Georgetown University, School of Foreign Service 2003 — 2007
BSFS, Foreign Policy and Political Processes; European Studies Certificate
Chambre de Commerce et d'Industrie de Paris
Neighbors-helping-Neighbors USA, Inc. July 2013 - Present
The Rendon Group November 2009 - March 2013
International Monetary Fund August 2008 - September 2009
CounterPoint Strategies March 2007 - June 2008
Morgan Stanley Wealth Management September 2006 - December 2007
ACCENT International May 2003 - August 2003
Skills
Strategic Communications, Media Relations, Social Media, Event Management, Event Planning, French, English, Sub-Saharan Africa, Africa, German, Strategic Planning, Research, Human Resources, Politics, Political Science, Political Communication, Corporate Image..., Image Manipulation, Image Masking, Fundraising, Economic Research, International Political..., Political Economy, Social Media Marketing, European Union, Europe, European politics, European Integration, European Studies, Russian History, Russian politics, French literature, English to French, Haitian Creole, Tutoring
Education
Georgetown University 2009 — 2011
MA, Social and Public Policy
Georgetown University, School of Foreign Service 2003 — 2007
BSFS, Foreign Policy and Political Processes; European Studies Certificate
Chambre de Commerce et d'Industrie de Paris
Shelby Buccellato's Morgan Stanley Wealth Management Experience August 2013 - Present
Job Client Service Associate The Bach Group at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2013 - Present
Canaccord Genuity March 2011 - January 2013
Lazard Capital Markets 2007 - October 2010
First Albany / Broadpoint 2002 - 2007
Robertson Stephens 1995 - 2001
Skills
Equities, Series 7, Series 63, Capital Markets, Equity Research, Fixed Income, Series 55, Bloomberg, Equity Trading, Trading, Hedge Funds, Electronic Trading, FINRA, Options, Securities, Trading Systems
Education
Golden Gate University
Bachelor of Business Administration (B.B.A.), Finance, General
Morgan Stanley Wealth Management August 2013 - Present
Canaccord Genuity March 2011 - January 2013
Lazard Capital Markets 2007 - October 2010
First Albany / Broadpoint 2002 - 2007
Robertson Stephens 1995 - 2001
Skills
Equities, Series 7, Series 63, Capital Markets, Equity Research, Fixed Income, Series 55, Bloomberg, Equity Trading, Trading, Hedge Funds, Electronic Trading, FINRA, Options, Securities, Trading Systems
Education
Golden Gate University
Bachelor of Business Administration (B.B.A.), Finance, General
Devraj Singha's Morgan Stanley Wealth Management Experience 2013 - 2014
Job Lead Consultant at Capgemini Financial Services
Industry Information Technology and Services
Experience
Morgan Stanley Wealth Management 2013 - 2014
Morgan Stanley Wealth Management 2013 - 2014
Morgan Stanley Wealth Management 2013 - 2014
CCH Canadian Ltd February 2009 - October 2012
CIBC March 2004 - February 2009
TCG Software Services Ltd. 2000 - 2002
TCG Software Services Ltd. 2000 - 2002
Skills
Business Analysis, Software Project..., Software Development, Software Design, Software Quality..., Process Improvement, Database Design, UML, Application Lifecycle..., Software Development..., Requirements Analysis, Management, SOA, ITIL, E-commerce, Web Services, Agile Methodologies, SDLC, Enterprise Software, Consulting, Vendor Management, Business Intelligence, Project Management
Education
Georgia Southwestern State University 1991 — 1993
Master of Science (MS), Business Management, Finance
Georgia Southwestern State University 1988 — 1990
Bachelor of Business Administration (BBA), Marketing Management
Calcutta University 1985 — 1988
Bachelor of Commerce (B.Com.), Accounting and Finance
Frank Anthony Public School 1974 — 1983
ICSE
Morgan Stanley Wealth Management 2013 - 2014
Morgan Stanley Wealth Management 2013 - 2014
Morgan Stanley Wealth Management 2013 - 2014
CCH Canadian Ltd February 2009 - October 2012
CIBC March 2004 - February 2009
TCG Software Services Ltd. 2000 - 2002
TCG Software Services Ltd. 2000 - 2002
Skills
Business Analysis, Software Project..., Software Development, Software Design, Software Quality..., Process Improvement, Database Design, UML, Application Lifecycle..., Software Development..., Requirements Analysis, Management, SOA, ITIL, E-commerce, Web Services, Agile Methodologies, SDLC, Enterprise Software, Consulting, Vendor Management, Business Intelligence, Project Management
Education
Georgia Southwestern State University 1991 — 1993
Master of Science (MS), Business Management, Finance
Georgia Southwestern State University 1988 — 1990
Bachelor of Business Administration (BBA), Marketing Management
Calcutta University 1985 — 1988
Bachelor of Commerce (B.Com.), Accounting and Finance
Frank Anthony Public School 1974 — 1983
ICSE
James Rider's Morgan Stanley Wealth Management Experience January 2009 - August 2010
Job General Attorney at IRS Office of Chief Counsel, Passthroughs and Special Industries
Industry Law Practice
Experience
Internal Revenue Service January 2014 - July 2014
Superior Court of the District of Columbia October 2013 - November 2013
Morgan Stanley Wealth Management January 2009 - August 2010
UBS Wealth Management November 2007 - January 2009
Morgan Stanley Wealth Management January 2007 - May 2007
Skills
Series 7, FINRA, Wealth Management, Investments, Mergers & Acquisitions, Investment Strategies, Asset Allocation, Securities, Capital Markets, Equities, Series 66, Series 31, Westlaw, Legal Writing, Legal Research, Tax Law, Courts, Corporate Tax, Partnership Taxation, Tax Accounting
Education
Georgetown University Law Center 2013 — 2015
Master of Laws (LL.M.), Taxation
University of Detroit Mercy School of Law 2010 — 2013
Juris Doctor (J.D.)
Wayne State University 2006 — 2008
Master of Business Administration (M.B.A.)
Eastern Michigan University 2004 — 2005
Bachelor of Business Administration (B.B.A.)
Internal Revenue Service January 2014 - July 2014
Superior Court of the District of Columbia October 2013 - November 2013
Morgan Stanley Wealth Management January 2009 - August 2010
UBS Wealth Management November 2007 - January 2009
Morgan Stanley Wealth Management January 2007 - May 2007
Skills
Series 7, FINRA, Wealth Management, Investments, Mergers & Acquisitions, Investment Strategies, Asset Allocation, Securities, Capital Markets, Equities, Series 66, Series 31, Westlaw, Legal Writing, Legal Research, Tax Law, Courts, Corporate Tax, Partnership Taxation, Tax Accounting
Education
Georgetown University Law Center 2013 — 2015
Master of Laws (LL.M.), Taxation
University of Detroit Mercy School of Law 2010 — 2013
Juris Doctor (J.D.)
Wayne State University 2006 — 2008
Master of Business Administration (M.B.A.)
Eastern Michigan University 2004 — 2005
Bachelor of Business Administration (B.B.A.)
Bari Koss's Morgan Stanley Wealth Management Experience August 2013 - Present
Job Executive Director, Americas AML Counsel at Morgan Stanley
Industry Legal Services
Experience
Morgan Stanley September 2014 - Present
Morgan Stanley Wealth Management August 2013 - Present
Morgan Stanley Wealth Management May 2011 - August 2013
MetLife August 2006 - May 2011
Kings County District Attorneys Office September 2001 - August 2006
Skills
Securities Regulation, Litigation
Education
St. John's University, School of Law 1999 — 2001
J.D., Law
Hamilton College 1993 — 1997
B.A., Political Science
Morgan Stanley September 2014 - Present
Morgan Stanley Wealth Management August 2013 - Present
Morgan Stanley Wealth Management May 2011 - August 2013
MetLife August 2006 - May 2011
Kings County District Attorneys Office September 2001 - August 2006
Skills
Securities Regulation, Litigation
Education
St. John's University, School of Law 1999 — 2001
J.D., Law
Hamilton College 1993 — 1997
B.A., Political Science
Graham Kimmerer, CRPC®'s Morgan Stanley Wealth Management Experience July 2012 - December 2013
Job Senior Regional Sales Representative Internal Wholesaler at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management February 2014 - Present
MFS Investment Management December 2013 - February 2014
Morgan Stanley Wealth Management July 2012 - December 2013
Bank of America April 2010 - July 2012
Skills
Finance, Financial Services, Investments, Management, Mutual Funds, Portfolio Management, Sales, Wealth Management
Education
Gettysburg College 2004 — 2008
BA, English Literature
Hopatcong High School 2000 — 2004
MFS Investment Management February 2014 - Present
MFS Investment Management December 2013 - February 2014
Morgan Stanley Wealth Management July 2012 - December 2013
Bank of America April 2010 - July 2012
Skills
Finance, Financial Services, Investments, Management, Mutual Funds, Portfolio Management, Sales, Wealth Management
Education
Gettysburg College 2004 — 2008
BA, English Literature
Hopatcong High School 2000 — 2004
JP Acosta's Morgan Stanley Wealth Management Experience June 2011 - September 2013
Job Director | Citigroup
Industry Financial Services
Experience
Citi September 2013 - Present
Morgan Stanley Wealth Management June 2011 - September 2013
Citigroup February 2005 - June 2011
Leerink Swann January 2004 - January 2005
Skills
Alternative Investments, Asset Management, Equities, Financial Modeling, Hedge Funds, Portfolio Management, Series 7, Securities, Mutual Funds, Wealth Management, Fixed Income
Education
Hamilton College 2001 — 2004
BA, Economics
Princeton University 1996 — 1998
None, Economics
Hotchkiss
Citi September 2013 - Present
Morgan Stanley Wealth Management June 2011 - September 2013
Citigroup February 2005 - June 2011
Leerink Swann January 2004 - January 2005
Skills
Alternative Investments, Asset Management, Equities, Financial Modeling, Hedge Funds, Portfolio Management, Series 7, Securities, Mutual Funds, Wealth Management, Fixed Income
Education
Hamilton College 2001 — 2004
BA, Economics
Princeton University 1996 — 1998
None, Economics
Hotchkiss
Christopher Toomey, CFA's Morgan Stanley Wealth Management Experience January 2013 - Present
Job Senior Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2013 - Present
Morgan Stanley 2008 - December 2012
Lehman Brothers 1997 - 2008
Skills
Fixed Income, Equities, Hedge Funds, Alternative Investments, Asset Management, Portfolio Management, Capital Markets, Series 7, Investments, Investment Banking, Wealth Management, Mutual Funds, Private Equity, Securities, Bloomberg, Chartered Financial...
Education
Hamilton College 1993 — 1997
Bachelor of Arts (B.A.), English
Morgan Stanley Wealth Management January 2013 - Present
Morgan Stanley 2008 - December 2012
Lehman Brothers 1997 - 2008
Skills
Fixed Income, Equities, Hedge Funds, Alternative Investments, Asset Management, Portfolio Management, Capital Markets, Series 7, Investments, Investment Banking, Wealth Management, Mutual Funds, Private Equity, Securities, Bloomberg, Chartered Financial...
Education
Hamilton College 1993 — 1997
Bachelor of Arts (B.A.), English
Tony Fisher's Morgan Stanley Wealth Management Experience March 2010 - Present
Job Vice President
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2010 - Present
UBS Wealth Management April 2007 - March 2010
UBS Investment Bank February 1997 - April 2007
Merrill Lynch August 1982 - February 1997
Education
Harvard University, John F. Kennedy School of Government 1980 — 1982
MPP, Economics, Finance, Public Policy
Reed College 1974 — 1979
BA, Economics
Lower Merion High School 1972 — 1973
The Episcopal Academy 1961 — 1972
Morgan Stanley Wealth Management March 2010 - Present
UBS Wealth Management April 2007 - March 2010
UBS Investment Bank February 1997 - April 2007
Merrill Lynch August 1982 - February 1997
Education
Harvard University, John F. Kennedy School of Government 1980 — 1982
MPP, Economics, Finance, Public Policy
Reed College 1974 — 1979
BA, Economics
Lower Merion High School 1972 — 1973
The Episcopal Academy 1961 — 1972
Moss Crosby's Morgan Stanley Wealth Management Experience 2004 - September 2013
Job Managing Director, Founder at Twickenham Wealth Advisors
Industry Financial Services
Experience
Twickenham Wealth Advisors September 2013 - Present
Morgan Stanley Wealth Management 2004 - September 2013
Smith Barney 2004 - 2009
ITC^DeltaCom 1993 - 2003
Skills
Asset Managment, Wealth Management, Investments, Retirement Planning, Portfolio Management, Strategic Financial..., Asset Management, Team Building, Series 7, Asset Allocation, Mutual Funds, Alternative Investments, Retirement, Financial Analysis, Investment Advisory, Securities, Investment Strategies, Series 63, Equities, Financial Advisory, Insurance, Series 65, Strategic Planning, Fixed Income, Mergers, 401k, Private Equity, Executive Management, Finance, Fixed Annuities, Venture Capital, Wealth Management..., Financial Modeling, ETFs, Business Planning, Estate Planning
Education
Furman University 1985 — 1989
Bachelor of Arts (BA)
Twickenham Wealth Advisors September 2013 - Present
Morgan Stanley Wealth Management 2004 - September 2013
Smith Barney 2004 - 2009
ITC^DeltaCom 1993 - 2003
Skills
Asset Managment, Wealth Management, Investments, Retirement Planning, Portfolio Management, Strategic Financial..., Asset Management, Team Building, Series 7, Asset Allocation, Mutual Funds, Alternative Investments, Retirement, Financial Analysis, Investment Advisory, Securities, Investment Strategies, Series 63, Equities, Financial Advisory, Insurance, Series 65, Strategic Planning, Fixed Income, Mergers, 401k, Private Equity, Executive Management, Finance, Fixed Annuities, Venture Capital, Wealth Management..., Financial Modeling, ETFs, Business Planning, Estate Planning
Education
Furman University 1985 — 1989
Bachelor of Arts (BA)
Ryanmarie Brown's Morgan Stanley Wealth Management Experience June 2011 - August 2014
Job Executive Administrative Assistant at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 2014 - Present
Morgan Stanley Wealth Management June 2011 - August 2014
The Moret Group Inc June 2009 - May 2011
Education
Gettysburg College 2005 — 2009
BA, Political Science
JPMorgan Chase August 2014 - Present
Morgan Stanley Wealth Management June 2011 - August 2014
The Moret Group Inc June 2009 - May 2011
Education
Gettysburg College 2005 — 2009
BA, Political Science
Kiera DeVore's Morgan Stanley Wealth Management Experience January 2014 - Present
Job Registered Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2014 - Present
Merrill Lynch October 2012 - January 2014
Skills
Salesforce.com, Wealth Management, Mutual Funds, Asset Allocation
Education
Georgia State University
Bachelor of Arts (B.A.), Philosophy
Morgan Stanley Wealth Management January 2014 - Present
Merrill Lynch October 2012 - January 2014
Skills
Salesforce.com, Wealth Management, Mutual Funds, Asset Allocation
Education
Georgia State University
Bachelor of Arts (B.A.), Philosophy
Jaya Sehgal's Morgan Stanley Wealth Management Experience November 2012 - Present
Job Onsite Consultant at Morgan Stanley Wealth Management
Industry Information Technology and Services
Experience
Infosys April 2013 - Present
Morgan Stanley Wealth Management November 2012 - Present
Infosys Technologies Ltd July 2007 - March 2013
Skills
Requirements Gathering, Business Analysis, Unix, Requirements Analysis, SQL, ITIL, SDLC, 24x7 Production Support, DB2, IT Service Management, PL/SQL, SOA, Microsoft SQL Server
Education
Guru Jambheshwar University 2003 — 2007
B.Tech
Infosys April 2013 - Present
Morgan Stanley Wealth Management November 2012 - Present
Infosys Technologies Ltd July 2007 - March 2013
Skills
Requirements Gathering, Business Analysis, Unix, Requirements Analysis, SQL, ITIL, SDLC, 24x7 Production Support, DB2, IT Service Management, PL/SQL, SOA, Microsoft SQL Server
Education
Guru Jambheshwar University 2003 — 2007
B.Tech
Brian Orr's Morgan Stanley Wealth Management Experience 1994 - 2013
Job Sr. Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 1994 - Present
Morgan Stanley Wealth Management 1994 - 2013
Education
Furman University 1990 — 1994
Economics
Morgan Stanley July 1994 - Present
Morgan Stanley Wealth Management 1994 - 2013
Education
Furman University 1990 — 1994
Economics
TJ Carey's Morgan Stanley Wealth Management Experience August 2013 - Present
Job Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2013 - Present
Holm & O'Hara LLP February 2012 - July 2013
Malone Mulhall Benefit Game April 2011 - July 2012
MSG Varsity June 2010 - September 2010
New York State Senator Jeff Klein's District Office June 2009 - August 2009
Skills
Financial Modeling, Legal Writing, Microsoft Excel
Education
Harvard University 2007 — 2011
Bachelor of Arts (B.A.), Government
Morgan Stanley Wealth Management August 2013 - Present
Holm & O'Hara LLP February 2012 - July 2013
Malone Mulhall Benefit Game April 2011 - July 2012
MSG Varsity June 2010 - September 2010
New York State Senator Jeff Klein's District Office June 2009 - August 2009
Skills
Financial Modeling, Legal Writing, Microsoft Excel
Education
Harvard University 2007 — 2011
Bachelor of Arts (B.A.), Government
Ben Dukes, CFP®'s Morgan Stanley Wealth Management Experience March 2009 - April 2012
Job Wealth Management at UBS
Industry Financial Services
Experience
UBS Financial Services Inc. April 2012 - Present
Morgan Stanley Wealth Management March 2009 - April 2012
Education
Georgia Southern University 2003 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
UBS Financial Services Inc. April 2012 - Present
Morgan Stanley Wealth Management March 2009 - April 2012
Education
Georgia Southern University 2003 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Eric Noto's Morgan Stanley Wealth Management Experience March 2011 - August 2013
Job Regional Sales Director at HRC Fund Associates
Industry Financial Services
Experience
HRC Fund Associates March 2014 - Present
HRC Fund Associates September 2013 - March 2014
Morgan Stanley Wealth Management March 2011 - August 2013
Robert W. Baird & Co. June 2010 - March 2011
Sequinox June 2009 - May 2010
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint, Microsoft Word, Research, Customer Service, Teamwork, Social Media, Public Speaking, Java, SQL, Series 7, Series 63, Data Analysis, Retirement Planning, Outlook, Investments, Portfolio Management
Education
Franklin & Marshall College 2006 — 2010
Bachelor of Arts (BA), Major: Business Minor: Economics
International Education Services - Rome, Italy
HRC Fund Associates March 2014 - Present
HRC Fund Associates September 2013 - March 2014
Morgan Stanley Wealth Management March 2011 - August 2013
Robert W. Baird & Co. June 2010 - March 2011
Sequinox June 2009 - May 2010
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint, Microsoft Word, Research, Customer Service, Teamwork, Social Media, Public Speaking, Java, SQL, Series 7, Series 63, Data Analysis, Retirement Planning, Outlook, Investments, Portfolio Management
Education
Franklin & Marshall College 2006 — 2010
Bachelor of Arts (BA), Major: Business Minor: Economics
International Education Services - Rome, Italy
Meg Cimino's Morgan Stanley Wealth Management Experience May 2011 - Present
Job Executive Director Legal and Compliance, Morgan Stanley Wealth Management, Regulatory Counsel, Policies & Procedures
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2011 - Present
Goldman Sachs September 2010 - November 2010
Bear Stearns October 2005 - October 2008
Hearst Magazines January 2000 - April 2005
Kelley Drye & Warren LLP October 1991 - June 1994
Education
University of Pennsylvania Law School 1988 — 1991
JD, Law
Harvard University 1983 — 1988
AB, English & American Literature
Hackley School
Morgan Stanley Wealth Management May 2011 - Present
Goldman Sachs September 2010 - November 2010
Bear Stearns October 2005 - October 2008
Hearst Magazines January 2000 - April 2005
Kelley Drye & Warren LLP October 1991 - June 1994
Education
University of Pennsylvania Law School 1988 — 1991
JD, Law
Harvard University 1983 — 1988
AB, English & American Literature
Hackley School
Kofi Sakyi Jr.'s Morgan Stanley Wealth Management Experience September 2015 - Present
Job Financial Advisor Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2015 - Present
Skills
Asset Allocation, Financial Analysis, Financial Services, Securities, Mutual Funds, ETFs
Education
George Mason University
Morgan Stanley Wealth Management September 2015 - Present
Skills
Asset Allocation, Financial Analysis, Financial Services, Securities, Mutual Funds, ETFs
Education
George Mason University
Christopher Toomey's Morgan Stanley Wealth Management Experience January 2013 - Present
Job Senior Vice President at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Private Wealth Management January 2014 - Present
Morgan Stanley Wealth Management January 2013 - Present
Morgan Stanley May 2008 - December 2012
Lehman Brothers August 1998 - May 2008
Skills
Portfolio Management, Analysis, Problem Solving, Investment Strategies, Asset Allocation, Asset Management, Equities, Hedge Funds
Education
Hamilton College 1994 — 1997
Bachelor of Arts (BA), English Language and Literature/Letters
Morgan Stanley Private Wealth Management January 2014 - Present
Morgan Stanley Wealth Management January 2013 - Present
Morgan Stanley May 2008 - December 2012
Lehman Brothers August 1998 - May 2008
Skills
Portfolio Management, Analysis, Problem Solving, Investment Strategies, Asset Allocation, Asset Management, Equities, Hedge Funds
Education
Hamilton College 1994 — 1997
Bachelor of Arts (BA), English Language and Literature/Letters
Neel Patel, CAIA's Morgan Stanley Wealth Management Experience June 2011 - May 2013
Job Director Alternative Investments at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2013 - Present
Ameriprise Financial Services, Inc. May 2013 - August 2013
Morgan Stanley Wealth Management June 2011 - May 2013
Se-va June 2010 - May 2011
Wells Fargo March 2006 - March 2010
Skills
Advertising, Program Management, Marketing Strategy, New Business Development, Private Equity, Investments, Product Marketing, Portfolio Management, Email Marketing, Sales Management, Wealth Management, Due Diligence, Hedge Funds, Equities, Alternative Investments, Management, Financial Services, Asset Allocation, Asset Management, Financial Analysis
Education
Goucher College 1995 — 1999
Bachelor’s Degree, Business Finance and Management
Ameriprise Financial Services, Inc. August 2013 - Present
Ameriprise Financial Services, Inc. May 2013 - August 2013
Morgan Stanley Wealth Management June 2011 - May 2013
Se-va June 2010 - May 2011
Wells Fargo March 2006 - March 2010
Skills
Advertising, Program Management, Marketing Strategy, New Business Development, Private Equity, Investments, Product Marketing, Portfolio Management, Email Marketing, Sales Management, Wealth Management, Due Diligence, Hedge Funds, Equities, Alternative Investments, Management, Financial Services, Asset Allocation, Asset Management, Financial Analysis
Education
Goucher College 1995 — 1999
Bachelor’s Degree, Business Finance and Management
Cathy Strusowski's Morgan Stanley Wealth Management Experience October 1997 - Present
Job VP, Business Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 1997 - Present
Wilmington Trust Company December 1987 - October 1997
Skills
Accounting, Compliance, Financial Reporting, Operations Management, Cash Management, Vendor Relations
Education
Goldey-Beacom College 1990 — 1995
AA, Accounting
Morgan Stanley Wealth Management October 1997 - Present
Wilmington Trust Company December 1987 - October 1997
Skills
Accounting, Compliance, Financial Reporting, Operations Management, Cash Management, Vendor Relations
Education
Goldey-Beacom College 1990 — 1995
AA, Accounting
Chad Hermanson's Morgan Stanley Wealth Management Experience February 2012 - Present
Job Wealth Advisory Associate at Morgan Stanley Wealth Management
Industry Entertainment
Experience
Morgan Stanley Wealth Management February 2012 - Present
Center Stage Entertainment May 2001 - October 2010
Education
Georgia State University
Bachelor of Business Administration (BBA), Finance, General
Morgan Stanley Wealth Management February 2012 - Present
Center Stage Entertainment May 2001 - October 2010
Education
Georgia State University
Bachelor of Business Administration (BBA), Finance, General
Buddy Buzzerd's Morgan Stanley Wealth Management Experience 1995 - 2004
Job Complex Director, UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services 2008 - Present
Ferris Baker Watts 2004 - 2008
Morgan Stanley Wealth Management 1995 - 2004
Education
Gettysburg College 1984 — 1988
Bachelor of Arts (B.A.), Psychology
UBS Financial Services 2008 - Present
Ferris Baker Watts 2004 - 2008
Morgan Stanley Wealth Management 1995 - 2004
Education
Gettysburg College 1984 — 1988
Bachelor of Arts (B.A.), Psychology
Christine Huang's Morgan Stanley Wealth Management Experience September 2012 - December 2012
Job Corporate Banking Analyst at Citi
Industry Financial Services
Experience
Citi February 2015 - Present
www.MyPerfectEdit.com May 2014 - Present
General Mills July 2014 - January 2015
General Mills July 2013 - July 2014
Morgan Stanley Wealth Management September 2012 - December 2012
Boeing Commercial Airplanes June 2012 - August 2012
Washington University in St. Louis August 2010 - May 2012
Sustainable St. Louis May 2010 - August 2010
Washington University in St. Louis School of Law January 2010 - July 2010
Skills
Microsoft Office, Word, Excel, English, Newsletters, Documentation, PowerPoint, Writing, SPSS, StatPlus, Microsoft Excel, Microsoft Word, Social Media, Financial Analysis
Education
Washington University in St. Louis 2009 — 2013
Bachelor of Arts, English, Finance
Fudan University 2011 — 2011
Bachelor of Arts (B.A.), Chinese Studies
Citi February 2015 - Present
www.MyPerfectEdit.com May 2014 - Present
General Mills July 2014 - January 2015
General Mills July 2013 - July 2014
Morgan Stanley Wealth Management September 2012 - December 2012
Boeing Commercial Airplanes June 2012 - August 2012
Washington University in St. Louis August 2010 - May 2012
Sustainable St. Louis May 2010 - August 2010
Washington University in St. Louis School of Law January 2010 - July 2010
Skills
Microsoft Office, Word, Excel, English, Newsletters, Documentation, PowerPoint, Writing, SPSS, StatPlus, Microsoft Excel, Microsoft Word, Social Media, Financial Analysis
Education
Washington University in St. Louis 2009 — 2013
Bachelor of Arts, English, Finance
Fudan University 2011 — 2011
Bachelor of Arts (B.A.), Chinese Studies
Yuchen Liu's Morgan Stanley Wealth Management Experience May 2011 - June 2012
Job Private Investments Associate at Two Sigma
Industry Venture Capital & Private Equity
Experience
Two Sigma September 2015 - Present
Deutsche Bank July 2013 - August 2015
Millstein & Co. September 2012 - December 2012
Perella Weinberg Partners June 2012 - August 2012
Morgan Stanley Wealth Management May 2011 - June 2012
Skills
Access, Excel, Bloomberg Terminal, Capital IQ, Factset, SNL, Financial Reporting, Non-profits, Research, Analysis, C++, Photoshop, Microsoft Excel, Due Diligence, Investment Banking, DCF, Valuation, Mergers & Acquisitions
Education
Georgetown University - The McDonough School of Business 2009 — 2013
Bachelor of Science, Accounting, Finance
Universität Trier 2010 — 2010
Summer Study, German
National Junior College (Singapore) 2005 — 2008
High School Diploma, Science
Two Sigma September 2015 - Present
Deutsche Bank July 2013 - August 2015
Millstein & Co. September 2012 - December 2012
Perella Weinberg Partners June 2012 - August 2012
Morgan Stanley Wealth Management May 2011 - June 2012
Skills
Access, Excel, Bloomberg Terminal, Capital IQ, Factset, SNL, Financial Reporting, Non-profits, Research, Analysis, C++, Photoshop, Microsoft Excel, Due Diligence, Investment Banking, DCF, Valuation, Mergers & Acquisitions
Education
Georgetown University - The McDonough School of Business 2009 — 2013
Bachelor of Science, Accounting, Finance
Universität Trier 2010 — 2010
Summer Study, German
National Junior College (Singapore) 2005 — 2008
High School Diploma, Science
Kristol Luke's Morgan Stanley Wealth Management Experience November 2012 - Present
Job Vice President, Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2012 - Present
SunTrust Investment Services, Inc. November 2009 - October 2012
Education
Hampton University
BS, Finance
Morgan Stanley Wealth Management November 2012 - Present
SunTrust Investment Services, Inc. November 2009 - October 2012
Education
Hampton University
BS, Finance
Thomas Geffert's Morgan Stanley Wealth Management Experience 2010 - 2011
Job
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2010 - 2011
Nollenberger Capital Partners, Inc 2007 - 2007
Pulse Trading Inc 2005 - 2006
Wells Fargo Securities, LLC 2002 - 2005
Robertson Stephens & Co 1997 - 2002
Charles Schwab 1993 - 1997
Skills
Strategic Planning, Customer Service, Research, Investments, Public Relations, Sales, Team Building, Equities, Marketing Strategy
Education
Georgetown University
B.A, Government
Morgan Stanley Wealth Management 2010 - 2011
Nollenberger Capital Partners, Inc 2007 - 2007
Pulse Trading Inc 2005 - 2006
Wells Fargo Securities, LLC 2002 - 2005
Robertson Stephens & Co 1997 - 2002
Charles Schwab 1993 - 1997
Skills
Strategic Planning, Customer Service, Research, Investments, Public Relations, Sales, Team Building, Equities, Marketing Strategy
Education
Georgetown University
B.A, Government
Morrin Bench's Morgan Stanley Wealth Management Experience April 2013 - February 2014
Job Investment Consultant
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2013 - February 2014
Caregiver 2005 - 2012
Trustwave 2002 - 2004
iJET International 2000 - 2001
Trustwave November 1997 - 1999
Merrill Lynch September 1989 - January 1997
Fiserv (LeMans Group) 1987 - 1988
Skills
Investment Strategies, Asset Allocation, Asset Management, Equities, Fixed Income, Alternative Investments, Mutual Funds, Retirement Planning, Business Development, Investment Management, Portfolio Optimization, Relationship Development
Education
Franklin & Marshall College 1980 — 1984
B.S., Government
York Suburban High School
College Preparatory
Morgan Stanley Wealth Management April 2013 - February 2014
Caregiver 2005 - 2012
Trustwave 2002 - 2004
iJET International 2000 - 2001
Trustwave November 1997 - 1999
Merrill Lynch September 1989 - January 1997
Fiserv (LeMans Group) 1987 - 1988
Skills
Investment Strategies, Asset Allocation, Asset Management, Equities, Fixed Income, Alternative Investments, Mutual Funds, Retirement Planning, Business Development, Investment Management, Portfolio Optimization, Relationship Development
Education
Franklin & Marshall College 1980 — 1984
B.S., Government
York Suburban High School
College Preparatory
Jack Doyle's Morgan Stanley Wealth Management Experience July 2012 - August 2012
Job MSM Graduate from the University of Notre Dame Mendoza College of Business
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2012 - August 2012
U.S. House of Representatives December 2011 - May 2012
Samuel James Ltd. December 2010 - January 2011
Skills
Finance, Politics, Public Policy, Political Campaigns, Stata, Policy Analysis, Research, PowerPoint, Legislative Relations, Economics, Public Speaking, Social Media, Microsoft Excel, Fundraising, Community Outreach, Microsoft Office
Education
University of Notre Dame 2014 — 2015
Master of Science in Management (MSM)
Harvard University 2009 — 2013
B.S., Government, Classics
Gilman School 2005 — 2009
High School
Morgan Stanley Wealth Management July 2012 - August 2012
U.S. House of Representatives December 2011 - May 2012
Samuel James Ltd. December 2010 - January 2011
Skills
Finance, Politics, Public Policy, Political Campaigns, Stata, Policy Analysis, Research, PowerPoint, Legislative Relations, Economics, Public Speaking, Social Media, Microsoft Excel, Fundraising, Community Outreach, Microsoft Office
Education
University of Notre Dame 2014 — 2015
Master of Science in Management (MSM)
Harvard University 2009 — 2013
B.S., Government, Classics
Gilman School 2005 — 2009
High School
Douglas R Barr, Jr's Morgan Stanley Wealth Management Experience August 1980 - Present
Job First Vice President at MSWM
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 1980 - Present
Education
Gettysburg College 1968 — 1972
Bachelor of Arts (B.A.), Business Administration and Management, General
Morgan Stanley Wealth Management August 1980 - Present
Education
Gettysburg College 1968 — 1972
Bachelor of Arts (B.A.), Business Administration and Management, General
Stephanie Kokko's Morgan Stanley Wealth Management Experience August 2012 - August 2013
Job Client Service Analyst at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management August 2013 - Present
Morgan Stanley Wealth Management August 2012 - August 2013
Pritchard Capital Partners August 2011 - July 2012
Skills
Risk Management, Process Improvement, Analysis, Banking, Financial Services, PowerPoint, Data Analysis, Microsoft Office, Wealth Management, Insurance
Education
Gettysburg College 2006 — 2010
Bachelor of Arts (BA), Health Science and Business
milford high school 2002 — 2006
Barclays Wealth and Investment Management August 2013 - Present
Morgan Stanley Wealth Management August 2012 - August 2013
Pritchard Capital Partners August 2011 - July 2012
Skills
Risk Management, Process Improvement, Analysis, Banking, Financial Services, PowerPoint, Data Analysis, Microsoft Office, Wealth Management, Insurance
Education
Gettysburg College 2006 — 2010
Bachelor of Arts (BA), Health Science and Business
milford high school 2002 — 2006
Jarrett B. Thompson's Morgan Stanley Wealth Management Experience July 2014 - Present
Job Wealth Management Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2014 - Present
Morgan Stanley Wealth Management July 2013 - June 2014
Hampton University September 2009 - August 2013
ING U.S. Investment Management July 2012 - August 2012
Providence Realty, Inc. September 2011 - December 2011
Robinson Law Group, PLLC July 2011 - August 2011
MetLife July 2010 - August 2010
Robinson Law Group, PLLC July 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Research, Teamwork, Data Analysis, Financial Analysis, Market Research
Education
Hampton University 2009 — 2013
Master of Business Administration (MBA), BS in Business Administration, 5-Year MBA Program
Morgan Stanley Wealth Management July 2014 - Present
Morgan Stanley Wealth Management July 2013 - June 2014
Hampton University September 2009 - August 2013
ING U.S. Investment Management July 2012 - August 2012
Providence Realty, Inc. September 2011 - December 2011
Robinson Law Group, PLLC July 2011 - August 2011
MetLife July 2010 - August 2010
Robinson Law Group, PLLC July 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Research, Teamwork, Data Analysis, Financial Analysis, Market Research
Education
Hampton University 2009 — 2013
Master of Business Administration (MBA), BS in Business Administration, 5-Year MBA Program
Frederica Barney's Morgan Stanley Wealth Management Experience August 2012 - Present
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2012 - Present
UBS Financial Services November 2007 - July 2012
United Airlines August 1979 - July 2007
Skills
Microsoft Excel, Microsoft Office, Customer Service
Education
Georgetown University
Bachelor of Science (BS), French Language and Literature
Morgan Stanley Wealth Management August 2012 - Present
UBS Financial Services November 2007 - July 2012
United Airlines August 1979 - July 2007
Skills
Microsoft Excel, Microsoft Office, Customer Service
Education
Georgetown University
Bachelor of Science (BS), French Language and Literature
Lyle Sawyer's Morgan Stanley Wealth Management Experience September 2010 - Present
Job Private Banker at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2010 - Present
Wachovia February 1996 - July 2010
Skills
Wealth Management, Series 7, Investments, Asset Allocation, Retirement Planning, Strategic Financial..., Asset Management, Series 63, Private Banking, Banking
Education
Franklin University 1992 — 1996
Bachelor of Business Administration (BBA), Business Administration and Management, General
Morgan Stanley Wealth Management September 2010 - Present
Wachovia February 1996 - July 2010
Skills
Wealth Management, Series 7, Investments, Asset Allocation, Retirement Planning, Strategic Financial..., Asset Management, Series 63, Private Banking, Banking
Education
Franklin University 1992 — 1996
Bachelor of Business Administration (BBA), Business Administration and Management, General
Russell Cumming's Morgan Stanley Wealth Management Experience October 2005 - July 2012
Job Branch Manager at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. July 2012 - Present
Mystic Wealth Advisors, LLC July 2012 - Present
Federated Investors, Inc. 2012 - 2014
Morgan Stanley Wealth Management October 2005 - July 2012
Skills
Generating Retirement..., Fixed Income Portfolio..., Equity Income Management, Wealth Management, Asset Management, Strategic Financial..., Equities, Retirement Planning, Portfolio Management, Financial Advisory, Financial Analysis, Investment Advisory, Securities, Asset Allocation, Series 7, Retirement, Investments
Education
Grove City College 1962 — 1966
Business Administration and Management, General
Lenox Prep. School in Lenox Mass. 1959 — 1962
Raymond James Financial Inc. July 2012 - Present
Mystic Wealth Advisors, LLC July 2012 - Present
Federated Investors, Inc. 2012 - 2014
Morgan Stanley Wealth Management October 2005 - July 2012
Skills
Generating Retirement..., Fixed Income Portfolio..., Equity Income Management, Wealth Management, Asset Management, Strategic Financial..., Equities, Retirement Planning, Portfolio Management, Financial Advisory, Financial Analysis, Investment Advisory, Securities, Asset Allocation, Series 7, Retirement, Investments
Education
Grove City College 1962 — 1966
Business Administration and Management, General
Lenox Prep. School in Lenox Mass. 1959 — 1962
Cyndi Camling's Morgan Stanley Wealth Management Experience April 2007 - Present
Job Senior Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2007 - Present
Education
Grand Rapids Community College
Morgan Stanley Wealth Management April 2007 - Present
Education
Grand Rapids Community College
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.